Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Vanguard Advisers Inc, Alvarez & Marsal Private Wealth Partners, LLC, TIAA Wealth Investment Management LLC, Nicolet Bankshares Inc, Vanguard Capital Management Llc, Vanguard National Trust Co, Cardinal Point Capital Management, ULC, Veratis Advisors, Inc., Dickmeyer Boyce Financial Management, Inc., Sanchez Levi Garrett, TRB Wealth Management, LLC, Spartan Wealth Advisory Services LLC, Centerline Wealth Advisors, LLC, Stark Wealth Management LLC, Epiq Partners, Llc, Bluestem Financial Advisors, Llc, Fiduciary Alliance LLC, Heritage Wealth Management, Inc. /CA/, und Clearview Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 149.224 | 9,68 | 7.445 | 8,80 | ||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 366.273 | 46,11 | 18.273 | 44,94 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 30.112 | 1.502 | ||||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 105.069 | 23,71 | 5.242 | 22,71 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 30.517 | 3,69 | 1.522 | 2,84 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 330.270 | 0,03 | 16.477 | -0,76 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 8.462 | 422 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 47.003 | 4,70 | 2.345 | 3,85 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 105.628 | 3,19 | 5.270 | 2,37 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 9.756 | 2,06 | 487 | 1,25 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 11.954 | 596 | ||||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 98.805 | 112,59 | 4.929 | 110,91 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 9.405 | 469 | ||||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 703.253 | 20,64 | 35.085 | 19,68 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 10.895 | 63,76 | 544 | 62,57 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 1.314.757 | 12,60 | 65.593 | 11,70 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 1.878 | 0,59 | 0 | |||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 28.386 | 4,02 | 1.416 | 3,21 | ||||
| 2026-04-20 | 13F | 25 Llc | 162.394 | 12,33 | 8.102 | 11,43 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.762 | 148,83 | 138 | 150,91 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 12.595 | 4,19 | 628 | 3,46 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 220.528 | 0,11 | 11.002 | -0,68 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 21.582 | 0,57 | 1.077 | -0,28 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 19.303 | 0,24 | 971 | 0,62 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 19.864 | 15,07 | 991 | 13,65 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 5.974 | 14,86 | 298 | 14,18 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 64.104 | 0,22 | 3.198 | -0,56 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 17.847 | 890 | ||||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 50.480 | 44,19 | 2.518 | 43,07 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 102.101 | 13,77 | 5.094 | 12,85 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 71.349 | 14,32 | 3.560 | 13,42 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 12.706.867 | 633.946 | ||||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 13.416 | 1,24 | 669 | 0,45 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 63.938 | 3.190 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 264.128 | 0,03 | 13.177 | -0,36 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 27.718 | 12,01 | 1.383 | 11,09 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 3.301 | 1.179,46 | 166 | 1.283,33 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 39 | 2 | ||||||
| 2026-05-15 | 13F | American Century Companies Inc | 401.700 | 20.041 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 24.418 | 56,04 | 1.218 | 54,96 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 39.713 | 13,66 | 1.981 | 12,75 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 149.194 | 4,94 | 7.443 | 4,10 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 17.713 | 26,28 | 884 | 25,25 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 23.915 | 4,25 | 1.193 | 3,47 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 27.357 | 1.365 | ||||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 5.762 | 287 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 57.842 | 7,20 | 2.886 | 6,34 | ||||
| 2026-05-12 | 13F | Kmt Wealth Management, Llc | 20.300 | 1.013 | ||||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 91.489 | 13,94 | 4.564 | 13,05 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 12.184 | 10,73 | 608 | 9,76 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 48.533 | 15,35 | 2.421 | 14,47 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1.098.741 | 38,55 | 54.816 | 37,45 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 19.108 | 42,37 | 953 | 41,39 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 96.160 | 0,44 | 4.797 | -0,35 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 14.119 | 1,02 | 704 | 0,14 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 641.610 | 8,91 | 32.010 | 8,04 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 289.606 | 1,70 | 14.448 | 0,89 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 30.639 | 13,59 | 1.529 | 12,68 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 7.704 | 1.895,85 | 384 | 1.921,05 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 8.429 | 16,73 | 424 | 16,16 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 26.574 | 1.326 | ||||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 37.372 | 0,31 | 1.864 | -0,48 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 5.386 | 59,07 | 269 | 57,65 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 25.162 | 4,03 | 1.255 | 3,21 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 1.036 | 51 | ||||||
| 2026-04-06 | 13F | CX Institutional | 589.649 | 4,47 | 29 | 3,57 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 42.727 | 28,35 | 2 | 100,00 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 7.956 | 0,23 | 397 | -0,75 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 9.546 | 476 | ||||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 22.859 | 0,28 | 1.140 | -0,52 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 1.125 | 0,54 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 62.204 | 60,87 | 3.103 | 59,62 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 147.252 | 0,31 | 7.346 | -0,49 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 106.921 | 11,84 | 5.334 | 10,94 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 17.191 | 13,79 | 858 | 12,91 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 28.394 | 61,57 | 1.417 | 60,36 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4.467 | 0,02 | 223 | -0,89 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 3.871 | 65,50 | 0 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2.153.555 | 11,56 | 107.441 | 10,68 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 24.528 | 8,95 | 1.224 | 8,04 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 19.217 | 959 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 12.915 | 644 | ||||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 540.555 | 1,54 | 27.092 | 1,19 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 88.862 | 9,17 | 4.433 | 8,31 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 16.747 | 123,26 | 836 | 121,49 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4.080 | 204 | ||||||
| 2026-04-06 | 13F | Gpwm Llc | 438.026 | 8,40 | 21.853 | 7,54 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 529.087 | 31,12 | 26.396 | 30,08 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 17.709 | 17,56 | 884 | 16,64 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 231.247 | 68,94 | 12 | 83,33 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 32.872 | 39,89 | 1.640 | 38,78 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 91.650 | 309,32 | 4.572 | 307,85 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 68.472 | 23,58 | 3.416 | 22,61 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 79.953 | 11,78 | 3.990 | 10,93 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 11.985 | 70,68 | 598 | 69,12 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 9.085 | 453 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 13.273 | 4,66 | 662 | 3,92 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 54.789 | 17,23 | 2.733 | 16,30 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 180.533 | 200,98 | 9.007 | 198,61 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 12.194 | 116,94 | 608 | 115,60 | ||||
| 2026-05-04 | 13F | Mill Capital Management, LLC | 38.477 | 50,55 | 1.920 | 49,34 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 8.447 | 421 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 102 | 5 | ||||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 228.992 | 4,84 | 11.424 | 4,01 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 90.921 | 890,86 | 4.536 | 888,24 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 9.425 | 474 | ||||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 18.618 | 4,41 | 929 | 3,57 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 51.854 | 11,90 | 2.606 | 11,80 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 29 | 1 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 306.331 | 69,76 | 15.283 | 4,76 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 51.743 | 6,68 | 2.602 | 7,17 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 12.812 | 639 | ||||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 10.820 | 41,42 | 540 | 40,36 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 6.084 | 1,35 | 304 | 0,66 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 64.823 | 4,75 | 3.234 | 3,16 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 47.730 | 27,30 | 2.381 | 26,31 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 186.683 | 7,98 | 9.314 | 7,12 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 25.798 | 97,26 | 1.287 | 95,89 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 145.433 | 13,81 | 7.256 | 12,90 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 4.303 | 4,72 | 215 | 3,38 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4.126 | 206 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 34.948 | 3,40 | 1.744 | 2,59 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 6.325 | 0,35 | 316 | -0,32 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 57.099 | 2,50 | 2.849 | 1,68 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 991.532 | 4,53 | 49.864 | 105.993,62 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 10.152 | 506 | ||||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 16.589 | 17,02 | 828 | 16,15 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 442.400 | 109,42 | 22.071 | 107,77 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 214.431 | 81,77 | 10.784 | 82,58 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2.367.474 | 0,86 | 118.113 | 0,06 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 14.548 | 726 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 90.075 | 3,12 | 4.494 | 2,30 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 1.000 | 50 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 27.555 | 7,03 | 1.375 | 6,18 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 72.941 | 9,61 | 3.678 | 9,40 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 19.577 | 13,24 | 1 | |||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 107.589 | 3,32 | 5.368 | 2,50 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 4.546 | 175,52 | 227 | 175,61 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 66.840 | 1,96 | 3.335 | 1,15 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 13.151 | 34,58 | 656 | 33,60 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 258.614 | 11,40 | 12.902 | 10,52 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 1.365.610 | 796,28 | 68.130 | 789,19 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 325.037 | 2,24 | 16.216 | 1,43 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 695.356 | 10,48 | 34.691 | 9,60 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 310.975 | 185,67 | 15.639 | 187,41 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 80.730 | 1,93 | 4.028 | 1,13 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 15.115 | 7,82 | 754 | 6,95 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.985 | 5,53 | 99 | 4,21 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 14.219 | 15,88 | 715 | 15,72 | ||||
| 2026-05-04 | 13F | Brewster Financial Planning LLC | 62.210 | 11,30 | 3.104 | 10,43 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 24.913.759 | 3,15 | 1.242.947 | 2,33 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 95.668 | 11,12 | 4.773 | 10,23 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 60.069 | 9,98 | 2.997 | 9,10 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 465.886 | 14,69 | 23.243 | 13,79 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 5.040 | 8,90 | 251 | 8,19 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 14.789 | 2,07 | 738 | 1,24 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 4.944 | 247 | ||||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 22.998 | 1,59 | 1.147 | 0,79 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 40.701 | 1,51 | 2.031 | 0,50 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 8.374 | 29,23 | 418 | 28,31 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 23.552 | 10,69 | 1.184 | 10,56 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 26.577 | 8,13 | 1.326 | 7,20 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 505.550 | 13,38 | 25.207 | 12,42 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 3.293 | 164 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 115.271 | 33,43 | 5.751 | 32,37 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2.638.988 | 30,15 | 131.659 | 28,40 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 68.612 | 0,04 | 3.423 | -0,75 | ||||
| 2026-04-22 | 13F | Vicus Capital | 82.697 | 1,23 | 4.126 | 0,41 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 4.141.430 | 10,61 | 208.272 | 11,10 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 14.964 | 43,54 | 747 | 42,37 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 554.843 | 96,45 | 27.681 | 94,90 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 95.982 | 4,62 | 4.789 | 3,79 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 5.474 | 274 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 4.020 | 0,12 | 201 | -0,50 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 49.482 | 0,05 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 17.919 | 894 | ||||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 15.239 | 4,74 | 760 | 3,97 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 37.013 | 0,69 | 1.847 | -0,11 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2.737 | 15,00 | 137 | 14,29 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 63.327 | 13,77 | 3.196 | 14,18 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 5.489 | 274 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 51.388 | 5,64 | 2.564 | 4,78 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 80.866 | 0,11 | 4.034 | -1,30 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 8.506 | 10,42 | 424 | 9,56 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 12.412 | 169,07 | 619 | 167,97 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 13.954 | 9,57 | 698 | 8,91 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 28.753 | 2,12 | 1.434 | 1,34 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 19.775 | 996 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 37.123 | 0,35 | 1.861 | 0,00 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 4.250.870 | 5,88 | 212.076 | 5,04 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 30.492 | 1.521 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 37.126 | 1,99 | 1.852 | 1,20 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 16.193 | 39,69 | 808 | 38,66 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 27.382 | 37,60 | 1.366 | 36,60 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.014 | 51 | ||||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 138.634 | 8,66 | 6.916 | 7,79 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 264.905 | 1,32 | 13.216 | 0,52 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 44.774 | 1,50 | 2.234 | 0,68 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 38.571.552 | 5,24 | 1.924.335 | 4,40 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 88.884 | 0,35 | 4.434 | -0,45 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 364.797 | 0,35 | 18.199 | -0,45 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 27.541 | 7,65 | 1.374 | 6,84 | ||||
| 2026-04-13 | 13F | Arwa Llc | 5.838 | 293 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 778 | 15.460,00 | 39 | |||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 102.404 | 5.109 | ||||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 43.683 | 1,98 | 2.179 | 1,16 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 11.682 | 41,63 | 583 | 40,58 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 1.078 | 95,29 | 54 | 96,30 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 5.516 | 0,20 | 275 | -0,36 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 36.266 | 2,54 | 1.809 | 1,74 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 13.039 | 71,59 | 651 | 70,16 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 105.289 | 14,51 | 5.253 | 13,61 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 73 | 4 | ||||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 256.806 | 4,68 | 12.812 | 3,85 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 19.210 | 0,32 | 958 | -0,52 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 63.574 | 8,16 | 3.172 | 7,31 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 100.939 | 49,94 | 5.076 | 49,12 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 57.311 | 0,22 | 2.859 | -0,56 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 82.017 | 2,84 | 4.092 | 2,02 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 721.059 | 82,18 | 35.974 | 80,73 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 16.763 | 5,41 | 836 | 4,63 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 38.374 | 8,92 | 1.914 | 8,07 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 42.257 | 9,06 | 2.108 | 8,21 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 18.026 | 0,99 | 899 | 0,22 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17.544 | 875 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 25.371 | 1,62 | 1.266 | 0,80 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 267.538 | 33,40 | 13.347 | 32,35 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 59.678 | 0,13 | 2.977 | -0,67 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 253 | 716,13 | 13 | 1.100,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 139.937 | 6,07 | 6.981 | 5,23 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 973.264 | 0,28 | 49 | 0,00 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 12.925 | 645 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15.166 | 26,89 | 757 | 25,79 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 15.245 | 15,93 | 1 | |||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 29.573 | 0,07 | 1.475 | -0,74 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 55.705 | 22,87 | 2.779 | 21,94 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 24.791 | 0,85 | 1.237 | 0,00 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 13.337 | 0,05 | 670 | -0,59 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 9.264 | 6,47 | 462 | 5,72 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 26.760 | 30,43 | 1.335 | 29,49 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 258.450 | 6,16 | 12.894 | 5,33 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 36.900 | 0,61 | 1.841 | -0,22 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 38.368 | 134,87 | 1.914 | 133,13 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 90.867 | 5,32 | 4.533 | 4,47 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 5.875 | 293 | ||||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 60.578 | 0,54 | 3.045 | 0,03 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 4.669 | 8,23 | 235 | 7,80 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 62.395 | 2,16 | 3.113 | 1,34 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 8.880.433 | 27,69 | 441.256 | 26,16 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 1.094.845 | 1,94 | 54.622 | 1,13 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 67.092 | 2,62 | 3.347 | 1,83 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 15.083 | 9,04 | 752 | 8,20 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 1.241 | 62 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 6.316.714 | 12,81 | 315.141 | 11,91 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 20.050 | 1.000 | ||||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 14.870 | 3,91 | 742 | 3,06 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 129.507 | 86,47 | 6.461 | 85,02 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 307.301 | 8,25 | 15.453 | 8,24 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 5.826 | 19,21 | 291 | 18,37 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 16.162 | 46,62 | 806 | 45,49 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 11.908 | 21,45 | 594 | 20,49 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 29.667 | 23,19 | 1.480 | 22,21 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 49.601 | 1,36 | 2.475 | 0,57 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 26.418 | 165,32 | 1.311 | 162,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 24.000 | 2,82 | 1.197 | 2,05 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 33.304 | 566,35 | 1.662 | 561,75 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 36.496 | 4,19 | 1.821 | 3,35 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 24.824.614 | 7,94 | 1.238.500 | 7,09 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 23.545 | 8,39 | 1.175 | 7,51 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 391.387 | 5,23 | 19.526 | 4,40 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 16.410 | 2,27 | 819 | 1,49 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 90.351 | 20,79 | 4.560 | 20,83 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 53.535 | 0,31 | 2.671 | -0,48 | ||||
| 2026-05-05 | 13F | PFG Advisors | 206.958 | 2,28 | 10.325 | 1,47 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 21.151 | 1.055 | ||||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 352.368 | 17.580 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 653.649 | 8,57 | 32.611 | 7,71 | ||||
| 2026-05-12 | 13F | Taylor Hoffman Capital Management LLC | 19.530 | 1,86 | 974 | 1,04 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 508.854 | 7,06 | 25.387 | 6,21 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 239.612 | 3,22 | 11.954 | 2,41 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 7.846 | 10,24 | 391 | 9,52 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 9.284 | 654,80 | 463 | 659,02 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 68.457 | 12,14 | 3.415 | 11,24 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 4.210 | 210 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 41.998 | 89,15 | 2.095 | 87,72 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 23.438 | 0,26 | 1.169 | -0,51 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 11.430 | 53,84 | 570 | 52,82 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 75.049 | 26,78 | 3.744 | 25,76 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 32.305 | 1,39 | 1.612 | 0,56 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 271 | 0,74 | 14 | 0,00 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 241.327 | 24,51 | 12.040 | 23,51 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 18.133 | 4,68 | 905 | 3,79 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7.414 | 1,46 | 370 | 0,54 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 29.436 | 987,40 | 1.469 | 979,41 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 6.007 | 0 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.397 | 659,24 | 70 | 666,67 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 149.183 | 3,54 | 7.443 | 2,70 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 23.613 | 0,48 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2.169 | 108 | ||||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 147.198 | 10,05 | 7.344 | 9,17 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 5.153 | 0,57 | 257 | 0,00 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 5.125 | 256 | ||||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 6.099 | 0,15 | 304 | -0,65 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 1.045.621 | 15,96 | 52.166 | 15,04 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 6.010 | 0,54 | 300 | -0,99 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 28.722 | 1,06 | 1.433 | 0,21 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 260 | 13 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 346.974 | 95,81 | 17.311 | 94,25 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 12.410 | 10,04 | 619 | 9,17 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 8.416 | 27,34 | 420 | 26,20 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 23.402 | 42,53 | 1.168 | 41,45 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 302.477 | 4,85 | 15.091 | 4,02 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 14.914 | 1,10 | 744 | 0,40 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 6.247 | 312 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 111.371 | 85,99 | 5.556 | 84,52 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 1.985 | 4,42 | 0 | |||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 60.464 | 10,32 | 3.017 | 9,91 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 269.394 | 3,62 | 13.440 | 2,21 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 12.341 | 9,07 | 616 | 8,08 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 30.968 | 2,39 | 1.545 | 1,58 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 130.786 | 5,37 | 6.525 | 4,53 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 6.805 | 0,56 | 340 | -0,29 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 445.141 | 34,58 | 22.208 | 33,52 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 868.264 | 3,73 | 43.318 | 2,91 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 85.761 | 118,94 | 4.279 | 117,27 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 417 | 0,48 | 21 | 0,00 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1.846.369 | 8,26 | 92.115 | 7,40 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.622.261 | 2,96 | 130.825 | 2,14 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 24.847 | 6,12 | 1.239 | 5,27 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 8.559 | 35,49 | 427 | 34,70 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 6.007 | 0,17 | 300 | -0,66 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 15.140 | 1,18 | 755 | 0,40 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 52.448 | 1,93 | 2.617 | 1,12 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 12.617 | 1,27 | 629 | 0,48 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 37.507 | 14,65 | 1.871 | 13,74 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.204 | 0,12 | 260 | -0,77 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 645.040 | 3,37 | 32.181 | 2,55 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 106.364 | 689,75 | 5.307 | 683,75 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 866.033 | 13,77 | 43.206 | 12,87 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 66.795 | 0,96 | 3.332 | 0,15 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 185.634 | 0,04 | 9.261 | -0,75 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.086 | 2,61 | 304 | 1,68 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 9.600 | 5,49 | 479 | 4,60 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 57.705 | 11,53 | 2.902 | 12,01 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 42.940 | 12,41 | 2.142 | 11,50 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 105.702 | 3,44 | 5.331 | 3,27 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 38.373 | 18,01 | 1.914 | 17,06 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 10.860 | 0,70 | 542 | -0,18 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 87.000 | 4,02 | 4.340 | 3,19 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 89.699 | 26,50 | 4.478 | 25,57 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 33.915 | 1,07 | 1.692 | 0,30 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 76.444 | 7,12 | 3.814 | 6,27 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 796.708 | 0,39 | 39.748 | -0,41 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 408.410 | 10,02 | 20.376 | 9,14 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 189.142 | 25,88 | 9.436 | 24,88 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 7.042 | 0,57 | 351 | -0,28 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 703.776 | 1,72 | 35.111 | 0,91 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 6.012 | 48,41 | 300 | 47,29 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9.362 | 0,45 | 471 | 0,86 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 25.934 | 62,43 | 1.294 | 61,22 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 26.854 | 48,58 | 1.340 | 47,47 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 54.302 | 541,19 | 2.709 | 537,41 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 26.740 | 15,76 | 1.334 | 14,90 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1.825 | 2,13 | 91 | 2,25 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 220.196 | 10.986 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 41.332 | 84,59 | 2.079 | 85,37 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 15.319 | 13,46 | 764 | 12,52 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 429.624 | 10,91 | 21.434 | 10,03 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 4.570 | 228 | ||||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 1.428.518 | 71.269 | ||||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 28.458 | 0,05 | 1.420 | -0,77 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 8.072 | 11,29 | 403 | 11,05 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 27.925.540 | 10,94 | 1.393.205 | 10,05 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.402 | 269 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 18.389 | 49,61 | 917 | 48,38 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 59.309 | 4,87 | 2.992 | 5,20 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 15.363 | 17,60 | 766 | 16,77 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 317.426 | 1,12 | 15.836 | 0,32 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.969 | 194,22 | 198 | 195,52 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 8.130 | 0 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 10.957 | 0,29 | 547 | -0,55 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 19.604 | 68,56 | 978 | 67,47 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 34.406 | 21,66 | 1.717 | 20,68 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 4.964 | 0,57 | 248 | -0,40 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 37 | 2 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 55.621 | 162,41 | 2.775 | 160,47 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 412.488 | 4,46 | 20.579 | 3,63 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 78.399 | 9,23 | 3.911 | 8,37 | ||||
| 2026-05-15 | 13F | Family Management Corp | 31.640 | 112,92 | 1.579 | 111,24 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 78.066 | 6,75 | 3.895 | 5,90 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 268.707 | 36,72 | 13.406 | 35,62 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 57.116 | 1,53 | 2.850 | 0,71 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 140 | 7 | ||||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 30.209 | 9,53 | 1.507 | 8,65 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 66.717 | 0,61 | 3.329 | -0,18 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 41.204 | 629,79 | 2.056 | 626,15 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 770.917 | 11,39 | 38.461 | 10,50 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 14.977 | 3,05 | 747 | 2,33 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 39 | 2 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 6.060 | 0,28 | 302 | -0,33 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 162.452 | 2,62 | 8.105 | 1,81 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 276.667 | 50,17 | 13.803 | 48,99 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 92.341 | 43,80 | 4.607 | 42,64 | ||||
| 2026-05-15 | 13F | Mbb Public Markets I Llc | 718.533 | 28,69 | 35.848 | 27,67 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 90.433 | 20,17 | 4.512 | 19,21 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 26.569 | 2,73 | 1.326 | 1,92 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 17.010 | 848 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.555.177 | 4,65 | 77.588 | 3,82 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 34.631 | 15,17 | 1.728 | 14,22 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 4.124 | 0,59 | 206 | -0,49 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 33.708 | 52,06 | 1.682 | 50,90 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 4.158 | 4,03 | 207 | 2,99 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 210.798 | 7,51 | 10.517 | 6,65 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 46.741 | 2.332 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11.252 | 561 | ||||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 165.093 | 5,35 | 8 | 14,29 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 8.970 | 0,54 | 448 | -0,22 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 4.712 | 235 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 21.970 | 2.521,72 | 1.097 | 2.509,52 | ||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 12.750 | 636 | ||||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 5.240 | 14,21 | 261 | 13,48 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 244.958 | 39,24 | 12.221 | 38,13 | ||||
| 2026-05-14 | 13F | Betterment LLC | 6.930.029 | 3,31 | 346 | 2,37 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 58.297 | 10,42 | 2.908 | 9,53 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 45.199 | 0,02 | 2.255 | -0,79 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 31.709 | 1.582 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 15.170 | 31,23 | 757 | 29,23 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 27.883 | 26,13 | 1.391 | 25,20 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 169.021 | 7,17 | 8.432 | 6,32 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 272.330 | 5,15 | 13.587 | 4,31 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 7.731 | 1,55 | 386 | 0,79 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2.067 | 0,58 | 103 | 0,00 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 439.579 | 0,67 | 21.931 | -0,13 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 11.441 | 0,53 | 571 | -0,35 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 327.448 | 3,13 | 16 | 6,67 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 28.769 | 37,32 | 1.435 | 36,28 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4.525 | 3,52 | 226 | 2,74 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 6.109 | 0,66 | 305 | -0,33 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 120.400 | 37,13 | 6.007 | 36,04 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 480.231 | 1.018,35 | 23.959 | 1.009,68 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 6.400 | 319 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 132.900 | 1.202,94 | 6.630 | 1.194,92 | |||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 37.562 | 5,26 | 1.874 | 4,40 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.804.894 | 21,48 | 90.046 | 20,51 | ||||
| 2026-04-13 | 13F | Trust Co | 59.606 | 0,29 | 2.974 | -0,50 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 88.724 | 4,21 | 4.426 | 3,39 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 8.167 | 0,07 | 407 | -0,73 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 197.971 | 3,28 | 9.877 | 2,46 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 81 | 1,25 | 4 | 0,00 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 20.050 | 0,33 | 1.000 | -0,50 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 11.622 | 580 | ||||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 4.932 | -7,47 | ||||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 32.023 | 19,47 | 1.598 | 18,47 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 52.266 | 15,43 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 5.188 | 259 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 12.973 | 647 | ||||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 5.291 | 3,95 | 264 | 3,14 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 10.315 | 515 | ||||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 45.346 | 14,01 | 2.280 | 14,52 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 25.883 | 7,42 | 1.291 | 6,61 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 147.764 | 13,77 | 7.372 | 12,86 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 46.481 | 4,88 | 2.319 | 4,04 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 13.310 | 107,03 | 664 | 105,57 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 980 | 49 | ||||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 330.131 | 1,90 | 16.470 | 1,09 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 27.908 | 3,72 | 1.392 | 2,88 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4.401.851 | 8,98 | 219.619 | 8,12 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 18.297 | 1,93 | 913 | 1,11 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 12.366 | 38,11 | 617 | 36,89 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 134.624 | 22,32 | 6.716 | 21,36 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 811.204 | 2,79 | 40.471 | 1,97 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 204.877 | 3,05 | 10 | 11,11 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 187.560 | 19,14 | 9.357 | 18,20 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 204.654 | 5,49 | 10.210 | 4,65 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 27.617 | 21,75 | 1.378 | 20,79 | ||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 137.397 | 3,66 | 6.855 | 2,84 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 36.336 | 8,88 | 1.813 | 7,99 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 12.182 | 6,48 | 608 | 5,57 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.345.653 | 15,97 | 216.805 | 15,04 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.175 | 51,61 | 59 | 52,63 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 9.987 | 28,17 | 498 | 27,37 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 26.724 | 9,04 | 1.333 | 8,20 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 14.620 | 10,06 | 729 | 9,13 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3.198.132 | 5,32 | 159.547 | 4,48 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 75.648 | 8,55 | 3.774 | 7,71 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 243.460 | 10,86 | 12.146 | 9,98 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 6.119 | 8,36 | 305 | 7,39 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 3.931 | 196 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 20.102 | 87,92 | 1.003 | 86,59 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 7.969 | 398 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 183.963 | 0,72 | 9.252 | 0,23 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 48.129 | 3,90 | 2.401 | 3,09 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 270.029 | 32,06 | 13.472 | 31,00 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 27.619 | 1,95 | 1.389 | 1,98 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 15.519 | 0,96 | 774 | 0,13 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 150.291 | 9,80 | 7.498 | 8,94 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 14.758 | 736 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 14.322 | 2,00 | 720 | 2,42 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 44.382 | 13,54 | 2.214 | 12,67 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 267.565 | 14,28 | 13.349 | 13,37 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 4.456 | 222 | ||||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 2.453.861 | 3,81 | 122.423 | 2,99 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 12.559 | 59,08 | 627 | 57,68 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 67.634 | 11,41 | 3.374 | 10,51 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 132.132 | 4,28 | 6.592 | 3,45 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 17.944 | 0,57 | 895 | -0,22 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 5.908 | 0,58 | 295 | -0,34 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 652.691 | 5,95 | 32.563 | 5,10 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 6.383 | 318 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 250.237 | 4,52 | 12.484 | 3,69 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 9.264 | 64,26 | 462 | 63,25 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 27.457 | 0,01 | 1.370 | -0,80 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 222.534 | 13,07 | 11.102 | 12,18 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 19.416 | 969 | ||||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 19.145 | 955 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 330.206 | 14,52 | 16 | 14,29 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 705.710 | 93,75 | 35.208 | 92,21 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 9.501 | 36,43 | 474 | 35,43 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 438 | 22 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 4.069 | 203 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 437.027 | 3,80 | 21.803 | 2,98 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 160.726 | 8.179 | ||||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 163.181 | 5,53 | 8.141 | 4,69 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 6.690 | 28,90 | 334 | 27,59 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 120.742 | 5,91 | 6.024 | 5,06 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 9.338 | 466 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 17.921 | 27,17 | 894 | 26,27 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 52.724 | 25,55 | 2.630 | 24,59 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 287.500 | 21,05 | 14.343 | 20,12 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 35.160 | 10,98 | 1.754 | 10,11 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 66.239 | 6,33 | 3.303 | 5,43 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 18.221 | 40,16 | 909 | 39,20 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10.832.376 | 5,90 | 540.427 | 5,06 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 733.944 | 23,18 | 36.616 | 22,20 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 11.046 | 0,01 | 551 | -0,72 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 91.087 | 22,31 | 4.544 | 21,34 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 564.104 | 9,49 | 28.525 | 9,84 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 73.330 | 12,31 | 3.658 | 11,42 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 206.552 | 1,94 | 10.305 | 1,12 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 45.543 | 14,09 | 2.272 | 13,20 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 497 | 25 | -52,00 | |||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 5.065 | 14,33 | 253 | 13,51 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 487.296 | 3,18 | 24.311 | 2,36 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 79.985 | 16,24 | 3.990 | 15,32 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 989.502 | 16,77 | 49.366 | 15,84 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 105.626 | 6,65 | 5.270 | 5,80 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 64.993 | 96,69 | 3.243 | 95,18 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 288.920 | 7,68 | 14.414 | 6,83 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 190 | -89,09 | ||||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 48.788 | 10,66 | 2.434 | 9,79 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 54.008 | 0,85 | 2.694 | 0,04 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 29.584 | 1.487 | ||||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 22.866 | 59,43 | 1.149 | 58,48 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 133.002 | 168,54 | 6.635 | 166,47 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 313.565 | 3,57 | 15.785 | 3,03 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 136.345 | 80,50 | 6.802 | 79,09 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 6.664 | 332 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 99.445 | 1,90 | 4.961 | 1,10 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1.319.857 | 1,44 | 65.848 | 0,63 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 62.306 | 14,13 | 3.108 | 13,22 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 3.666 | 37,30 | 183 | 35,82 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.151.605 | 10,99 | 57.454 | 10,11 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 8.221 | 0,02 | 410 | -0,73 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 869.401 | 7,78 | 43.374 | 6,92 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 9.459 | 1,26 | 472 | 0,43 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 52.082 | 9,65 | 2.629 | 9,68 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.000 | 100 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5.460 | 3,80 | 272 | 3,03 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 22.354 | 3,43 | 1.115 | 2,67 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 11.150 | 13,04 | 556 | 12,10 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 4.233 | 0,86 | 213 | 0,47 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3.852.209 | 192.187 | ||||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 4.334 | 216 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 300 | 15 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 5.667 | 185,64 | 284 | 184,00 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 397.947 | 11,41 | 19.854 | 10,53 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 492.252 | 2,77 | 24.558 | 1,95 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 12.482 | 1,60 | 623 | 0,81 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 7.354 | 0,56 | 367 | -0,27 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 17.218 | 866 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 801.648 | 40.010 | ||||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 46.827 | 41,60 | 2.336 | 40,47 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 22.910 | 13,49 | 1.143 | 12,51 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 4.635 | 1,49 | 231 | 0,87 | ||||
| 2026-05-13 | 13F | Stembrook Asset Management, LLC | 140.786 | 0,07 | 7.024 | -0,72 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 55.048 | 23,09 | 2.746 | 22,15 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 31.060 | 12,09 | 1.550 | 11,20 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 6.819 | 5,51 | 340 | 4,62 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 845.847 | 4,47 | 42.199 | 3,64 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 184.559 | 12,33 | 9.186 | 11,19 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 21.211 | -0,82 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 113.522 | 60,42 | 6 | 66,67 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 19.159 | 46,40 | 956 | 45,14 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 189.041 | 8,54 | 9.431 | 7,68 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 55.254 | 4,49 | 2.757 | 3,65 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 81.601 | 4.071 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 707 | 0,71 | 35 | 0,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 125.777 | 14,67 | 6.275 | 13,78 | ||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 19.840 | 990 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 290.504 | 42,03 | 14.499 | 40,96 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 18.965 | 20,12 | 946 | 19,29 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 561.677 | 10,84 | 28.022 | 9,96 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 37.098 | 5,24 | 1.851 | 4,40 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 5.110 | 14,37 | 257 | 13,72 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 22.311 | 3,95 | 1.121 | 3,80 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 9.638.050 | 5,51 | 480.842 | 4,67 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 62.311 | 25,51 | 3.109 | 24,52 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 10.347 | 113,56 | 518 | 113,17 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 18.442 | 1,36 | 920 | 0,55 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 28.697 | 1.432 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 53.099 | 1,97 | 2.649 | 1,18 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.402.498 | 16,02 | 269.531 | 15,09 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 477.945 | 10,06 | 24.112 | 10,41 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 40.837 | 2.037 | ||||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 48.547 | 42,25 | 2.422 | 41,14 | ||||
| 2026-01-29 | 13F | Comerica Bank | 332.428 | 1,34 | 16.718 | 1,78 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 35.720 | 3,57 | 1.782 | 2,77 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 7.995 | 399 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 122.420 | 312,59 | 6.156 | 314,55 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 702.048 | 0,29 | 35.025 | -0,50 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 44.668 | 11,94 | 2.228 | 11,07 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 1.569.663 | 5,57 | 78.311 | 4,73 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 12.050 | 40,94 | 601 | 40,09 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 519 | 26 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 4.267.150 | 7,82 | 212.884 | 6,96 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 169.422 | 2,02 | 8.452 | 1,21 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 39.479 | 1.970 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 16.590 | 828 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 120.502 | 2,12 | 6.012 | 1,30 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 136.372 | 16,09 | 6.804 | 15,17 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1.615.681 | 9,95 | 80.606 | 9,08 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 50.038 | 4,32 | 2.496 | 3,48 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12.650.375 | 4,93 | 631.127 | 4,09 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 16.690 | 0,72 | 833 | -0,12 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 67.066 | 1,68 | 3.346 | 0,84 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 32.455 | 0,29 | 1.619 | -0,49 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 69.999 | 1,41 | 3.492 | 0,61 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 1.299.844 | 44,43 | 64.849 | 43,28 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 12.182 | 608 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 9.999 | 7,78 | 499 | 6,87 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 151.937 | 0,75 | 7.580 | -0,05 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 107.564 | 1,49 | 5.366 | 0,68 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 328.916 | 9,81 | 16.410 | 8,94 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 78.274 | 14,52 | 3.936 | 15,02 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 241.903 | 12.069 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 11.794 | 298,58 | 589 | 297,30 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 458 | 23 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.093.931 | 103,29 | 55.014 | 103,62 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 347.016 | 5,18 | 17.313 | 4,35 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 45.905 | 3,08 | 2.290 | 2,28 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 4.270 | 213 | ||||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 147.051 | 2,34 | 7.336 | 1,52 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 13.687 | 0,57 | 683 | -0,29 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 46.795 | 25,93 | 2.335 | 24,95 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 29.150 | 42,24 | 1.454 | 41,17 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 35.872 | 0,39 | 1.790 | -0,39 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 993 | 50 | ||||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 45.720 | 4,35 | 2.281 | 3,50 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 101.815 | 484.733,33 | 5.080 | 507.800,00 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 38.282 | 23,46 | 1.910 | 22,45 | ||||
| 2026-05-01 | 13F | SoundView Advisors Inc. | 10.881 | 1 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 400 | 20 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 311.945 | 1,39 | 15.563 | 0,58 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 695.282 | 23,86 | 35.153 | 25,07 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 5.209 | 260 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 10.589 | 528 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11.188 | 6,99 | 558 | 6,29 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 5.045 | 0,56 | 252 | -0,40 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 10.257 | 512 | ||||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 33.527 | 1.681 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 142.374 | 9,99 | 7.103 | 9,13 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 182.597 | 21,52 | 9 | 28,57 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 423.749 | 73,77 | 21.141 | 72,39 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 184.133 | 3,55 | 9.186 | 2,73 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 6.013 | 117,00 | 300 | 115,11 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 11.648 | 9,86 | 581 | 9,01 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 38.935 | 0,78 | 1.942 | 0,00 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 22.568 | 0,03 | 1.126 | -0,79 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 31.810 | 3,94 | 1.587 | 3,05 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 90.715 | 38,22 | 4.526 | 37,12 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 136.450 | 0,68 | 6.808 | -0,12 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 57.901 | 11,72 | 2.889 | 10,82 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 13.290 | 187,48 | 663 | 185,78 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 45.458 | 20,48 | 2.268 | 19,50 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 992.577 | 5,26 | 49.520 | 4,42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 34.462 | 6,01 | 1.719 | 5,20 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.273.664 | 32,97 | 63.543 | 31,91 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 74.919 | 2,24 | 3.738 | 1,41 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 11.214 | 1,24 | 559 | 0,36 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 11.554 | 176,41 | 576 | 174,29 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 24.820 | 4,20 | 1.238 | 3,43 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 70.545 | 27,46 | 3.520 | 26,45 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 16.739 | 21,89 | 835 | 21,01 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 19.977 | 96,47 | 997 | 94,91 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 629.537 | 2,27 | 31.408 | 1,45 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 91.233 | 0,35 | 4.552 | -0,46 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 86.063 | 9,65 | 4.294 | 8,77 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 14.208 | 709 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 444.040 | 34,00 | 22 | 37,50 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 5.525 | 2,20 | 276 | 1,48 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 165.934 | 1,01 | 8.278 | 0,21 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 1.172.202 | 0,81 | 58.481 | 0,01 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 10.755 | 12,61 | 537 | 11,67 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 131.186 | 9,28 | 6.545 | 8,40 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 194.204 | 19,19 | 9.689 | 18,23 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 2.040 | 0,59 | 102 | 0,00 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 5.732 | 9,35 | 286 | 8,37 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 7.840 | 391 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 44.356 | 6,79 | 2.213 | 5,94 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 27.581 | 2,71 | 1.376 | 1,93 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 157.237 | 6,56 | 7.845 | 5,71 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 14.100 | 39,60 | 703 | 38,66 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 11.812 | 0,79 | 589 | 0,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 80.123 | 20,45 | 3.997 | 19,49 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 150.611 | 4,71 | 7.514 | 3,88 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 8.903 | 1.951,38 | 444 | 2.014,29 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 46.272 | 9,35 | 2.309 | 8,46 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 14.495 | 1,49 | 723 | 0,70 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 1.351 | -2,24 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 36.556 | 18,82 | 1.824 | 17,84 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 101.970 | 3,63 | 5.087 | 2,81 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 22.551 | 88,19 | 1.125 | 86,88 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 3.921 | 0,26 | 196 | -0,51 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 12.718 | 13,69 | 635 | 12,81 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 53 | 6,00 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 143.493 | 41,42 | 7.159 | 40,30 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 198.358 | 2,28 | 9.896 | 1,47 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 17.824 | 0,40 | 889 | -0,34 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 37.871 | 113,02 | 1.889 | 111,30 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 106.969 | 5.337 | ||||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 54.778 | 2,91 | 2.733 | 2,09 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 896.240 | 2,53 | 44.713 | 1,71 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 8.999 | 0 | ||||||
| 2026-05-07 | 13F | Human Investing LLC | 20.780 | 4,51 | 1.037 | 3,70 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 207.164 | 5,84 | 10.335 | 5,00 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 11.242 | 41,84 | 561 | 40,70 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 448.066 | 0,29 | 22.354 | 101.504,55 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 126.867 | 1,18 | 6.329 | 0,38 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 5.662 | 42,37 | 282 | 41,00 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 292.191 | 2,45 | 14.718 | 3,25 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 106.094 | 30,00 | 5.293 | 28,97 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 236.605 | 2,79 | 11.804 | 1,97 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 13.388 | 0,27 | 671 | -0,45 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 129.935 | 3,14 | 6.482 | 2,32 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.277.072 | 63.689 | ||||||
| 2026-05-12 | 13F | Creative Planning | 27.532.088 | 9,99 | 1.373.576 | 9,11 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 4.219 | 211 | ||||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 77.439 | 4,51 | 3.863 | 3,68 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 32.533 | 704,48 | 1.623 | 699,51 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 64.949 | 0,14 | 3.240 | -0,64 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 216.869 | 6,46 | 10.820 | 5,61 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 7.807 | 41,97 | 390 | 40,94 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 167.287 | 14,46 | 8.346 | 13,55 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 130.595 | 60,13 | 6.515 | 58,86 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 22.534 | 20,69 | 1.121 | 19,51 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 505.263 | 102,27 | 25.208 | 100,66 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 351.000 | 17.511 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 5.372 | 0,56 | 268 | 0,00 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 10.782 | 7,91 | 538 | 6,55 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 83.338 | 3,84 | 4.158 | 3,02 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 31.554 | 2 | ||||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 20.754 | 1,24 | 1.035 | 0,49 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 425.853 | 0,57 | 21.246 | -0,23 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 34.090 | 39,93 | 1.701 | 38,78 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 14.373.737 | 6,57 | 717.106 | 5,72 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 69.278 | 25,27 | 3.456 | 24,27 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 86.670 | 2,34 | 4.324 | 1,53 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 7.223.222 | 15,16 | 360.367 | 14,25 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 145.660 | 23,37 | 7.267 | 22,40 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 6.261 | 0,32 | 312 | -0,64 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 1.547.081 | 1,95 | 77.184 | 1,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 104.300 | 75,89 | 5.204 | 74,48 | |||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 4.482.589 | 9,02 | 220.073 | 6,43 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 197.000 | 351,83 | 9.828 | 348,36 | |||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 10.143 | 1,43 | 506 | 0,80 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 58.444 | 0,93 | 2.916 | 0,10 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 39.330 | 191,77 | 1.962 | 189,81 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 925 | 117,65 | 46 | 119,05 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 43.957 | 1,79 | 2.193 | 1,01 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 44.439 | 5,37 | 2.217 | 4,53 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 18.061 | 14,75 | 901 | 13,91 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 60.586 | 7,98 | 3.023 | 7,13 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 5.187 | 2,98 | 260 | 1,96 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 14.565 | 30,04 | 727 | 28,95 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 86.231 | 48,86 | 4.302 | 47,68 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 153.633 | 5,21 | 7.665 | 4,37 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 378.843 | 4.714,37 | 18.900 | 4.684,81 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 57.680 | 6,18 | 2.878 | 5,31 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 5.029 | 251 | ||||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 16.810 | 0,26 | 839 | -0,59 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 1.587.787 | 20,08 | 79.596 | 19,08 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 601.532 | 508,54 | 30.010 | 503,70 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 166.045 | 0,41 | 8.284 | -0,38 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 83.296 | 53,93 | 4 | 100,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 112.614 | 11,40 | 5.618 | 10,53 | ||||
| 2026-04-29 | 13F | Burney Co/ | 72.944 | 20,54 | 3.639 | 19,59 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 8.056 | 7,51 | 402 | 6,65 |
