VTV / Vanguard Index Funds - Vanguard Value ETF - Institutionelles Eigentümerschaft, Käufer

Vanguard Index Funds - Vanguard Value ETF
US ˙ ARCA ˙ US9229087443

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Index Funds - Vanguard Value ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Vanguard Advisers Inc, Junk Investment Group, LLC, LightSquare Wealth Management, LLC, Evergreen Wealth Solutions, LLC, Macro Advisors, Inc., Chilton Investment Co Llc, GLR Partners, LLC, Cavalier Investments, LLC, Krane Financial Solutions LLC, Payne Capital LLC, Vanguard National Trust Co, Macco Financial Group, Inc., Capital Advisor Network LLC, Owl Creek Wealth Partners LLC, Sims Investment Management, Llc, Veratis Advisors, Inc., Dickmeyer Boyce Financial Management, Inc., Vista Investment Partners Ii, Llc, und Strategic Financial Group, 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
(%)
2026-04-28 13F Probity Advisors, Inc. 12.533 0,89 2.459 3,63
2026-05-06 13F Bartlett & Co. Wealth Management Llc 6.321 8,40 1.294 16,17
2026-05-11 13F Rossby Financial, LCC 9.250 558,36 1.819 578,73
2026-05-09 13F MSH Capital Advisors LLC 22.372 36,66 4.389 40,40
2026-04-28 13F Stratos Wealth Partners, LTD. 154.269 1,49 30.268 4,26
2026-05-08 13F Blair William & Co/il 1.165.912 29,83 228.752 33,37
2026-05-13 13F State Farm Mutual Automobile Insurance Co 202.548 39.740
2026-04-28 13F Fortitude Advisory Group L.L.C. 12.457 15,59 2.444 18,76
2026-05-15 13F Cardiff Park Advisors, Llc 41.717 0,11 8.185 2,84
2026-05-11 13F RiverFront Investment Group, LLC 12.411 34,38 2.435 38,12
2026-04-23 13F West Bancorporation Inc 15.650 2,45 3.071 5,25
2026-03-02 13F Reflection Asset Management 705 137
2026-05-15 13F Investmark Advisory Group LLC 4.093 9,20 803 12,31
2026-02-12 13F Litman Gregory Asset Management LLC 19.405 1,82 3.706 4,28
2026-04-07 13F Heartwood Wealth Advisors LLC 113.007 0,72 22.172 3,47
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 299.357 5,52 58.734 8,39
2026-04-28 13F Unison Advisors LLC 799.450 97,25 156.852 102,63
2026-05-15 13F Change Path, LLC 502.637 0,89 98.617 3,64
2026-04-16 13F Sterling Investment Counsel, LLC 2.372 39,78 465 45,31
2026-04-21 13F Tenon Financial LLC 3.277 5,47 643 8,26
2026-04-22 13F Truefg, Llc 246.498 0,45 48.363 3,19
2026-05-15 13F Fiduciary Trust Co 12.862 7,11 2.524 10,03
2026-05-08 13F Searle & Co. 1.216 239
2026-04-13 13F Chickasaw Capital Management Llc 3.000 1
2026-04-20 13F 25 Llc 138.655 1,65 27.204 4,43
2026-05-04 13F Bleakley Financial Group, LLC 579.032 2,14 113.606 4,92
2026-05-12 13F Daybright Advisory Services, Inc. 8.270 6,24 1.622 9,15
2026-05-12 13F Cloud Capital Management, LLC 17.806 6,69 3 0,00
2026-05-13 13F Signature Equity Partners, LLC 2.303 2,31 452 5,13
2026-04-27 13F Canal Capital Management, LLC 2.080 17,91 408 21,43
2026-05-04 13F J. Safra Sarasin Holding AG 5.790 39,52 1.136 43,31
2026-05-14 13F Bollard Group LLC 55 0
2026-04-08 13F Thompson Investment Management, Inc. 617 12,18 121 15,24
2026-05-12 13F Asset One Wealth Management LLC 8.563 18,78 1.738 19,70
2026-05-13 13F Lynch Investment Planning, LLC 10.478 42,38 2.056 46,26
2026-04-29 13F Geneva Partners, LLC 7.504 1.472
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 6.534 17,94 1.282 21,29
2026-05-01 13F Johnson Investment Counsel Inc 29.089 2,31 5.707 5,10
2026-04-22 13F Retirement Guys Formula Llc 9.055 0,91 1.709 3,08
2026-04-09 13F Acropolis Investment Management, LLC 25.479 2,66 4.999 5,49
2026-05-13 13F Heritage Trust Co 1.868 4,77 367 7,65
2026-05-08 13F Retirement Planning Co of New England, Inc. 3.546 35,60 696 39,28
2026-05-08 13F Valeo Financial Advisors, LLC 47.990 6,98 7.437 1,32
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 6.668.184 1.308.298
2026-04-24 13F Wagner Wealth Management, Llc 1.724 0,29 338 3,05
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 23.102 0,30 4.533 3,05
2026-05-01 13F Beverly Hills Private Wealth, LLC 1.788 20,16 351 23,24
2026-05-07 13F Action Point Financial Planning, Llc 1.330 261
2026-04-23 13F North Star Investment Management Corp. 15.751 6,24 3.090 9,15
2026-04-15 13F DAVENPORT & Co LLC 309.295 5,09 60.684 7,96
2026-04-16 13F Montecito Bank & Trust 9.786 5,38 1.920 8,29
2026-05-14 13F TRB Wealth Management, LLC 2.057 404
2026-04-30 13F Carmel Capital Partners, LLC 1.194 234
2026-05-15 13F Clearview Wealth Management LLC 3.744 735
2026-05-05 13F Legacy Advisors, LLC 7.979 16,08 1.565 19,28
2026-04-10 13F Atala Financial Inc 1.592 1,21 312 4,00
2026-04-15 13F Silverlake Wealth Management Llc 16.161 291,97 3.171 302,80
2026-04-22 13F McLean Asset Management Corp 29.355 0,11 5.759 -0,64
2026-05-11 13F Elevation Wealth Management LLC 2.095 4,54 411 7,33
2026-05-12 13F Clark Wealth Partners 34 7
2026-05-13 13F Invictus Private Wealth, Llc 575.730 2,03 112.958 4,81
2026-05-07 13F Resolute Wealth Strategies, LLC 1.502 0,33 295 3,16
2026-05-01 13F Sterling Investment Management, Inc. 1.256 246
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 16.164 11,47 3.171 14,52
2026-04-24 13F Old Peak Finance LLC 1.216 0,16 239 3,03
2026-05-04 13F Retirement Planning Group 120.954 5,40 23.731 8,27
2026-05-12 13F Prosperity Bancshares Inc 708 22,28 139 25,45
2026-04-21 13F Compass Advisory Group LLC 21.669 2,77 4.251 5,59
2026-04-15 13F Signature Estate & Investment Advisors Llc 326.948 5,04 64.147 7,91
2026-05-15 13F MAI Capital Management 295.678 5,36 58.012 8,23
2026-04-27 13F Arcadia Wealth Management, LLC 135.718 0,86 26.628 3,61
2026-05-12 13F WESCAP Management Group, Inc. 26.619 16,63 5.223 19,80
2026-04-09 13F Lantz Financial LLC 1.706 17,82 335 21,01
2026-05-13 13F Kingdom Financial Group LLC. 2.130 10,42 418 13,32
2026-05-18 13F Hamilton Wealth, LLC 2.846 95,87 558 101,44
2026-04-24 13F Heritage Oak Wealth Advisors Llc 1.362 14,45 267 17,62
2026-05-05 13F Net Worth Advisory Group 18.149 9,70 3.561 12,69
2026-04-17 13F Worth Asset Management, LLC 20.488 1.327,74 4.020 1.366,79
2026-05-12 13F Alaethes Wealth LLC 1.171 230
2026-04-27 13F Oarsman Capital, Inc. 314.273 13,66 61.660 16,76
2026-05-12 13F BOK Financial Private Wealth, Inc. 577.790 0,08 113.362 2,82
2026-04-08 13F Ptm Wealth Management, Llc 1.514 0,60 299 2,40
2026-04-17 13F Riverbridge Partners Llc 1.219 239
2026-05-01 13F Slagle Financial, LLC 1.431 1,35 281 4,09
2026-04-06 13F Baring Financial LLC 6.365 2,89 1.249 5,67
2026-04-22 13F Stone House Investment Management, LLC 2.492 1,01 489 3,61
2026-05-15 13F CSM Advisors, LLC 367.088 0,03 72 2,86
2026-04-17 13F Vermillion Wealth Management, Inc. 5 1
2026-04-24 13F Bellevue Asset Management, Llc 258 0,39 51 2,04
2026-04-13 13F Robinhood Asset Management, LLC 3.966 42,35 778 46,24
2026-05-13 13F AE Wealth Management LLC 143.858 38,85 28.225 42,64
2026-04-24 13F Tcfg Wealth Management, Llc 1.091 214
2026-05-08 13F Elevation Advisory Partners LLC 1.363 270
2026-04-22 13F Kapstone Financial Advisors LLC 3.208 629
2026-04-15 13F Register Financial Advisors LLC 51.650 3,37 10.134 6,18
2026-04-28 13F Intrinsic Value Partners, LLC 26.062 4,87 5.113 7,73
2026-05-14 13F Spreng Capital Management, Inc. 47.017 5,32 9.225 8,19
2026-04-08 13F Grove Bank & Trust 56.676 1,56 11.120 4,33
2026-05-19 13F Western Wealth Management, LLC 40.306 130,61 7.908 136,88
2026-05-01 13F Advisors Capital Management, LLC 353.271 0,53 69.312 3,27
2026-04-06 13F CX Institutional 92.389 3,03 18 5,88
2026-05-14 13F Stonebridge Capital Advisors LLC 1.477 11,56 290 14,68
2026-05-14 13F Solstein Capital, LLC 1.050 206
2026-05-08 13F Resources Investment Advisors, LLC. 76.843 9,96 15.077 12,95
2026-05-01 13F Coordinated Financial Services, Inc. 3.061 0,36 601 3,09
2026-04-20 13F Ritholtz Wealth Management 29.449 10,22 5.778 13,23
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 1.677 0,12 329 2,81
2026-04-16 13F Rfg Holdings, Inc. 56.890 4.164,62 11.162 4.294,09
2026-04-17 13F Capital Wealth Management, Llc 159.481 8,66 31.290 11,62
2026-05-05 13F Gallagher Capital Advisors, LLC 1.096 0,55 215 3,37
2026-04-22 13F Coston, McIsaac & Partners 793 0,38 0
2026-04-27 13F NorthLanding Financial Partners, LLC 58.279 8,63 11.434 11,59
2026-04-07 13F Legacy Private Trust Co. 3.948 11,05 775 14,16
2026-04-14 13F Focus Financial Network, Inc. 277.178 19,92 54.382 23,19
2026-04-20 13F Tanager Wealth Management LLP 1.900 373
2026-04-21 13F Wedbush Securities Inc 74.447 12,21 15 16,67
2026-04-16 13F Rockland Trust Co 2.356 4,94 462 7,94
2026-05-13 13F Pinnacle Financial Group, LLC / IL 10.670 22,04 2.093 25,40
2026-04-09 13F Tompkins Financial Corp 2.077 21,25 408 24,46
2026-05-12 13F Werba Rubin Papier Wealth Management 113.750 3,56 22.318 6,38
2026-04-20 13F Fonville Wealth Management LLC 25.927 6,39 5.087 9,28
2026-04-22 13F Cornerstone Wealth Group, LLC 40.469 8.214
2026-04-28 13F LGT Financial Advisors LLC 635 0,47 125 3,33
2026-04-22 13F Asset Allocation Strategies LLC 2.913 3,70 572 6,53
2026-04-09 13F Rockingstone Advisors LLC 3.255 3,40 639 6,16
2026-05-06 13F Quadrant Private Wealth Management, LLC 3.671 144,08 720 150,87
2026-05-15 13F Empowered Funds, LLC 55.084 4,57 10.807 7,43
2026-05-15 13F Shelton Capital Management 1.096 215
2026-05-14 13F SPWM Advisors LLC 2.636 40,14 550 52,92
2026-04-23 13F Impact Partnership Wealth, LLC 162.991 23,89 31.979 27,28
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 4.352 0,51 854 3,27
2026-04-13 13F Fiduciary Financial Group, Llc 132.995 6,62 26.094 9,52
2026-05-04 13F Calamos Advisors LLC 5.827 1.143
2026-04-09 13F Clarity Capital Advisors, LLC 40.025 28,52 7.853 32,03
2026-05-11 13F Convergence Financial, LLC 4.478 48,72 881 53,04
2026-05-11 13F Integrity Advisory Solutions, LLC 14.078 6,30 2.762 9,21
2026-04-22 13F Traphagen Investment Advisors Llc 2.780 4,43 545 7,28
2026-05-15 13F Quantinno Capital Management LP 190.413 46,04 37.359 50,03
2026-06-04 13F Evansbrook LLC 13.444 22,00 2.638 25,33
2026-04-29 13F Strategic Financial Group, LLC 14.544 2.854
2026-05-01 13F Anchor Investment Management, LLC 21.439 6,73 4.206 9,65
2026-05-04 13F Souders Financial Advisors 93.047 1,29 18.256 4,05
2026-04-10 13F Harbor Group, Inc. 4.348 61,82 853 66,28
2026-05-13 13F GLR Partners, LLC 44.704 8.771
2026-05-11 13F MCF Advisors LLC 269.995 1,90 52.973 4,68
2026-04-23 13F Foronjy Financial Llc 1.565 0,06 307 2,68
2026-05-14 13F Tempo Wealth, LLC 53.572 0,07 10.511 2,80
2026-05-11 13F Retirement Solution Inc. 1.261 247
2026-05-01 13F Luminvest Wealth Management LLC 25.639 4,57 5.035 7,54
2026-04-15 13F Planning Directions Inc 10.110 10,17 1.984 13,18
2026-04-28 13F Kathmere Capital Management, LLC 87.469 7,91 17.162 10,85
2026-04-21 13F Accredited Investor Services, Llc 4.023 9,26 789 12,23
2026-04-07 13F Bath Savings Trust Co 33.388 3,00 6.551 5,80
2026-04-28 13F PCG Wealth Advisors, LLC 2.589 1,93 508 4,54
2026-04-20 13F Chatham Capital Group, Inc. 7.563 2,37 1.484 5,10
2026-04-06 13F Highline Wealth Partners Llc 2.283 20,03 448 23,42
2026-04-24 13F Investment Management Trust, LLC 2.189 429
2026-05-11 13F Strengthening Families & Communities, LLC 305 60
2026-04-20 13F SILVER OAK SECURITIES, Inc 17.317 2,17 3.398 4,20
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.289 5,74 0
2026-05-13 13F Triumph Capital Management 1.696 54,18 333 58,10
2026-04-22 13F Silver Coast Investments LLC 6.176 114,00 1.212 119,96
2026-04-24 13F Vertrix Wealth Management, LLC 11.060 2.170
2026-04-27 13F Pensionmark Financial Group, Llc 84.702 2,84 16.619 5,65
2026-04-10 13F Winebrenner Capital Management Llc 4.822 13,70 946 16,79
2026-04-16 13F Sentinel Pension Advisors Inc 4.575 20,11 898 23,38
2026-02-05 13F Schulz Wealth, LTD. 1.494 11,41 285 14,00
2026-04-22 13F Continuum Advisory, LLC 27.394 4,85 5.375 7,72
2026-04-09 13F Praetorian Wealth Management, Inc. 1.045 211
2026-05-08 13F Allen Wealth Management, Llc 159.176 4,08 31.230 6,92
2026-04-16 13F Strategic Advisory Partners, Llc 468 92
2026-05-14 13F Gladstone Institutional Advisory LLC 75.346 63,01 14.783 67,46
2026-05-14 13F E&R Wealth Management, LLC 118.309 2,67 23.212 5,47
2026-05-15 13F Two Sigma Securities, Llc 1.163 228
2026-04-22 13F Bravera Wealth 49.263 26,40 9.665 29,85
2026-05-12 13F Kuhn & Co Investment Counsel 34.271 17,81 6.724 21,03
2026-04-14 13F SigFig Wealth Management, LLC 39.727 6,00 7.794 8,89
2026-04-24 13F Patten Group, Inc. 4.552 7,08 893 10,11
2026-05-01 13F Wealthspire Advisors, LLC 292.875 1,34 57.462 4,11
2026-04-21 13F Family Wealth Group, LLC 2.348 0,69 461 3,37
2026-05-06 13F Frontier Asset Management, LLC 40.249 6,20 7.897 9,09
2026-04-20 13F Hilton Head Capital Partners, LLC 647 0,31 127 2,44
2026-05-19 13F Silicon Valley Capital Partners 457 0,44 90 3,49
2026-05-05 13F Theory Financial Llc 14.108 46,50 2.768 44,94
2026-04-06 13F Versant Capital Management, Inc 1.442 8,18 283 11,02
2026-05-08 13F Summit Asset Management, LLC 3.022 32,84 593 36,41
2026-05-12 13F Independent Advisor Alliance 113.637 298,07 22.295 308,93
2026-05-01 13F 180 Wealth Advisors, Llc 3.623 1,03 711 3,80
2026-05-13 13F Allie Family Office LLC 5.096 83,90 1.000 88,85
2026-05-15 13F Strive Financial Group ,LLC 12.261 9,47 2.406 12,48
2026-04-21 13F GHP Investment Advisors, Inc. 15.812 30,53 3.102 34,11
2026-05-11 13F Aprio Wealth Management, LLC 5.607 37,49 1.100 27,76
2026-05-14 13F Laraway Financial Inc 34.605 1,09 6.790 3,85
2026-04-17 13F CENTRAL TRUST Co 62.856 1,60 12.332 4,38
2026-05-07 13F Ironwood Investment Counsel, LLC 2.391 0,13 469 2,85
2026-04-30 13F Mosaic Family Wealth Partners, Llc 182.239 2,44 35.755 5,23
2026-05-14 13F Pinnacle Financial Partners, Inc. 57.834 21,16 11.349 24,47
2026-05-11 13F Pathstone Holdings, LLC 47.764 8,14 9.371 11,10
2026-05-01 13F Valmark Advisers, Inc. 100.433 24,18 19.705 27,57
2026-05-12 13F Leavell Investment Management, Inc. 10.969 3,45 2.152 6,27
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 196.004 5,40 38.456 0,20
2026-04-22 13F Hartmann Taylor Wealth Management, LLC 106.505 2,95 20.896 5,76
2026-05-13 13F Avestar Capital, LLC 45.153 8,40 8.859 11,36
2026-05-01 13F Capital Squared Financial LLC 12.854 11,33 2.522 14,33
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 216.309 1.186,86 42 1.300,00
2026-04-17 13F Outlook Wealth Advisors, LLC 83.259 6,06 16.325 8,89
2026-05-13 13F First Trust Advisors Lp 10.394 14,06 2.039 17,18
2026-04-09 13F Moody National Bank Trust Division 84.020 3,71 16.485 6,54
2026-04-10 13F Cassilly Financial Group LLC 58.882 1,80 11.553 4,57
2026-05-06 13F Modera Wealth Management, LLC 1.768.345 3,80 346.949 6,63
2026-04-09 13F Victrix Investment Advisors 25.207 1,78 4.946 4,55
2026-04-17 13F Forbes Financial Planning, Inc. 52.153 3,55 10.232 6,37
2026-04-09 13F Goelzer Investment Management, Inc. 1.289 253
2026-01-29 13F Concurrent Investment Advisors, LLC 330.447 10,69 63.112 13,36
2026-04-17 13F Great Waters Wealth Management 1.406 0,14 276 2,61
2026-05-08 13F SHP Wealth Management 19.892 23,25 3.904 26,67
2026-04-15 13F Define Financial, Llc 1.791 7,37 351 10,38
2026-05-01 13F Signature Resources Capital Management, LLC 1.197 0,67 235 3,08
2026-05-14 13F Renaissance Technologies Llc 107.500 877,27 21.092 904,33
2026-04-15 13F Trust Co Of Toledo Na /oh/ 31.266 424,95 6.134 439,49
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 119.053 1,00 23.358 3,76
2026-05-15 13F NorthRock Partners, LLC 12.994 145,08 2.550 151,88
2026-05-11 13F COFG Advisors, LLC 1.625 0,62 319 3,25
2026-05-15 13F Fortress Financial Group, Llc 1.890 0,11 371 2,78
2026-04-22 13F Portus Wealth Advisors, LLC 36.163 95,01 7.095 100,37
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 2.567 504
2026-04-21 13F Cypress Capital Advisors, LLC 48.039 42,41 9.425 46,31
2026-05-04 13F Chicago Partners Investment Group LLC 125.560 4,90 25.472 7,70
2026-05-04 13F Wellington Shields Capital Management, LLC 3.058 600
2026-04-13 13F Creative Financial Designs Inc /adv 465.070 90,66 91.247 95,86
2026-05-06 13F Hartland & Co., LLC 750.841 8,14 147.315 11,09
2026-05-07 13F TrustWell Financial Advisors, LLC 4.997 26,80 980 30,32
2026-04-10 13F Finward Bancorp 4.916 29,68 965 33,15
2026-05-15 13F JMN Financial LLC 3.278 4,86 643 7,71
2026-05-14 13F JustInvest LLC 6.354 2,85 1.247 5,68
2026-01-06 13F Ransom Advisory, Ltd 350 67
2026-04-14 13F XY Planning Network, Inc. 17.325 23,90 3.407 27,60
2026-04-15 13F Occidental Asset Management, LLC 1.612 51,08 316 55,67
2026-04-28 13F Clarity Retirement & Wealth, LLC 6.830 1.340
2026-05-06 13F Berkeley Capital Partners, LLC 5.742 1,95 1.127 4,74
2026-04-28 13F Pine Harbor Wealth Management, LLC 9.078 18,95 1.781 22,24
2026-05-07 13F Resolute Advisors LLC 1.270 0,55 249 3,32
2026-05-15 13F Cape Investment Advisory, Inc. 3.008 11,57 590 14,56
2026-04-07 13F InvesTrust 6.064 9,80 1.190 12,81
2026-05-12 13F Index Fund Advisors, Inc. 7.689 0,29 1.509 3,01
2026-05-11 13F Wealth Dimensions Group, Ltd. 3.399 2,04 667 4,72
2026-05-07 13F Omnia Family Wealth, LLC 3.080 15,96 604 19,13
2026-04-20 13F Inscription Capital, LLC 1.022 201
2026-04-17 13F Verde Capital Management 1.623 318
2026-05-15 13F Waterford Advisors, LLC 156.352 2,53 30.181 3,62
2026-04-09 13F PFS Partners, LLC 61 1,67 12 0,00
2026-05-12 13F Commerce Advisors, LLC 2.134 419
2026-04-27 13F Smith & Howard Wealth Management, LLC 152.034 6,43 29.830 9,34
2026-05-13 13F Synergy Financial Management, LLC 3.937 131,18 772 137,54
2026-04-28 13F Integral Investment Advisors, Inc. 2.364 7,50 464 10,50
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 7.477 6,09 1.467 8,92
2026-04-30 13F Accredited Investors Inc. 547.477 9,51 107.415 12,50
2026-04-29 13F/A Salem Investment Counselors Inc 3.486 0,29 684 3,02
2026-05-04 13F Gleason Group, Inc. 352.714 0,58 69.203 3,33
2026-05-05 13F Wealthfront Advisers Llc 80.903 0,07 15.873 2,80
2026-05-04 13F Sterling Investment Advisors, Ltd. 1.922 0,16 377 3,01
2026-05-12 13F Carr Financial Group Corp 2.438 0,29 478 3,02
2026-04-08 13F Icapital Wealth Llc 2.171 50,14 426 54,35
2026-05-08 13F Wall Street Access Asset Management, LLC 27.070 0,09 5.311 2,83
2026-04-08 13F RoundAngle Advisors LLC 29.840 0,21 5.855 2,94
2026-05-15 13F Colter Lewis Investment Partners LLC 5.074 1,79 996 4,52
2026-04-08 13F Shore Point Advisors, LLC 237.448 4,95 25.300 4,71
2026-04-20 13F Triangle Securities Wealth Management 4.084 0,59 801 3,35
2026-04-30 13F Acorn Wealth Advisors, LLC 12.266 1,89 2.407 4,65
2026-04-21 13F Huntleigh Advisors, Inc. 1.116 219
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 21.067 6,53 4.133 9,45
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 185 0,54 36 2,86
2026-05-12 13F E6 Portfolios, LLC 2.907 12,33 570 15,38
2026-04-22 13F Detalus Advisors, LLC 4.704 8,21 923 11,08
2026-05-12 13F CIBC Bancorp USA Inc. 1.079.577 13,30 211.798 19,19
2026-04-22 13F Englebert Financial Advisers, LLC 8.173 40,12 1.604 43,90
2026-04-30 13F Csenge Advisory Group 22.783 1,31 4.470 4,07
2026-05-15 13F Security National Bank Of Sioux City Iowa /ia/ 2.966 41,64 582 45,61
2026-05-15 13F Trask Adam Roland 18 4
2026-04-06 13F Hiley Hunt Wealth Management 178.130 2,00 34.949 4,79
2026-05-07 13F Greykasell Wealth Strategies, Inc. 34 3,03 7 0,00
2026-05-12 13F Rather & Kittrell, Inc. 5.972 1,34 1.172 4,09
2026-05-14 13F Evergreen Capital Management Llc 197.610 5,07 38.771 7,94
2026-04-16 13F Baron Wealth Management LLC 4.557 8,84 894 11,89
2026-04-07 13F Pathway Financial Advisors LLC 533.771 5,30 105.148 5,67
2026-05-12 13F Tocqueville Asset Management L.p. 17.603 8,51 3.454 11,46
2026-04-22 13F Romano Brothers And Company 2.610 16,05 512 19,35
2026-05-04 13F Nadler Financial Group, Inc. 511.287 1,81 100.314 4,59
2026-05-07 13F Facet Wealth, Inc. 1.591.664 3,69 312.284 2,59
2026-04-22 13F Red Door Wealth Management, LLC 3.915 0,05 768 2,81
2026-05-14 13F Synergy Investment Management, LLC 8.029 1,22 1.575 4,03
2026-05-15 13F Permanens Capital L.P. 599.227 6,76 117.568 9,67
2026-05-15 13F Advisory Services Network, LLC 206.998 2,45 40.613 5,25
2026-05-13 13F Redwood Family Wealth LLC 22.330 1,83 4.381 4,61
2026-02-03 13F Vantage Financial Partners, LLC 5.029 2,32 960 4,80
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 54.346 1,65 10.663 4,42
2026-05-06 13F Main Street Group, LTD 1.906 13,86 374 16,93
2026-05-12 13F Crusonia Wealth Advisors LLC 74.524 6,02 14.622 8,91
2026-05-07 13F Hollencrest Capital Management 299 23,55 59 26,09
2026-02-12 13F FineMark National Bank & Trust 23.540 19,50 4.496 22,38
2026-04-16 13F Triad Wealth Partners, LLC 6.022 28,90 1.182 32,40
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 3.952 0,36 775 3,06
2026-04-16 13F Asset Advisory Group, Inc. 8.866 47,91 1.739 51,88
2026-05-05 13F Napier Financial, LLC 1.034 203
2026-04-15 13F Founders Grove Wealth Partners, Llc 43.685 0,43 8.571 3,18
2026-05-11 13F PCA Investment Advisory Services Inc. 91.881 8,64 18.027 11,62
2026-05-15 13F Kcm Investment Advisors Llc 2.139 72,22 420 76,79
2026-01-28 13F Edge Financial Advisors LLC 3.357 0,27 641 2,72
2026-05-11 13F Cooper Capital Advisors LLC 71.191 10,89 13.968 13,91
2026-04-15 13F Merit Financial Group, LLC 997.691 2,95 195.747 5,76
2026-04-22 13F Vicus Capital 33.137 113,22 6.502 119,04
2026-02-12 13F Planning Project LLC 1.495 286
2026-05-15 13F FreeGulliver LLC 1.062 0,47 208 3,48
2026-04-22 13F TBH Global Asset Management, LLC 42.457 8.330
2026-05-06 13F TCFG Investment Advisors, LLC 1.091 214
2026-04-21 13F Christine Messmer Pc 2.242 0,58 440 3,29
2026-05-18 13F Genesis Financial Group, LLC 14.496 0,19 2.844 2,93
2026-05-14 13F Rockbridge Investment Management, LCC 17.370 27,03 3.408 30,49
2026-05-15 13F Matrix Private Capital Group Llc 109.269 0,61 21.439 3,36
2026-05-01 13F Connecticut Wealth Management, LLC 52.877 2,11 10.374 4,89
2026-05-08 13F Clarion Wealth Managment Partners, LLC 3.191 5,04 626 7,93
2026-05-14 13F Prudential Plc 3.400 667
2026-05-11 13F American Money Management, LLC 4.670 0,30 916 3,04
2026-05-05 13F Westover Capital Advisors, LLC 1.684 330
2026-04-27 13F Strathmore Capital Advisors, Inc. 7.120 31,39 1.449 40,14
2026-04-29 13F Richmond Investment Services, LLC 11.500 2,44 2.256 5,27
2026-05-14 13F Galvin, Gaustad & Stein, LLC 9.311 18,31 1.827 21,49
2026-05-12 13F Partners Capital Investment Group, Llp 640.487 5,11 125.663 7,97
2026-04-30 13F Fortune Financial Advisors, LLC 1.473 289
2026-04-21 13F Grey Fox Wealth Advisors, LLC 351.488 4,20 68.962 7,04
2026-05-14 13F Tableaux Llc 17.638 762,92 3.461 784,91
2026-04-09 13F Avenue 1 Advisors, LLC 137.397 2,22 26.957 5,01
2026-05-07 13F Northwestern Mutual Wealth Management Co 4.540.035 10,91 890.755 13,94
2026-04-27 13F Koshinski Asset Management, Inc. 358.937 1,71 70.423 4,49
2026-06-01 13F Financial Solutions Advisory Group, Inc. 1.510 296
2026-05-13 13F Cpwa, Llc 1.408 293
2026-04-10 13F Abound Wealth Management 3.999 51,65 785 55,86
2026-05-13 13F Elm Partners Management LLC 139.209 10,52 26.872 11,70
2026-04-22 13F BKM Wealth Management, LLC 21.894 6,18 4.296 9,07
2026-05-29 13F Asset Dedication, LLC 13.167 0,29 2.583 3,03
2026-04-27 13F Thrive Capital Management, LLC 52.734 28,53 10.346 32,03
2026-04-30 13F Cooksen Wealth, LLC 70.719 0,34 13.875 3,08
2026-05-04 13F RAM Investment Partners, LLC 1.442 0,21 283 2,92
2026-05-12 13F Advocacy Wealth Management Services, LLC 27.901 1.266,36 5.474 1.303,59
2026-05-15 13F Capstone Investment Advisors, Llc 16.401 3.218
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 21.737 0,31 4.265 3,04
2026-04-16 13F Stephen J. Garry & Associates, Llc 32.115 11,33 6.301 14,38
2026-04-28 13F Fundamentun, Llc 6.538 18,16 1.283 21,40
2026-05-04 13F Avantax Planning Partners, Inc. 41.301 0,45 8.103 3,20
2026-05-15 13F Continental Investors Services, Inc. 2.654 0,04 553 4,35
2026-04-08 13F Sharper & Granite LLC 40.291 0,92 7.905 3,67
2026-02-17 13F MGB Wealth Management, LLC 13.247 72,02 2.532 76,38
2026-04-27 13F Allied Investment Advisors, LLC 8.218 8,05 1.612 11,02
2026-04-20 13F MBM Wealth Consultants, LLC 227 45
2026-04-22 13F Networth Advisors, LLC 124 69,86 24 84,62
2026-05-01 13F Midwest Trust Co 73.995 21,78 14.518 25,10
2026-04-17 13F Presilium Private Wealth, Llc 382.983 0,89 75.141 3,65
2026-05-15 13F IMG Wealth Management, Inc. 28.894 6,97 5.669 9,91
2026-04-23 13F Summit Investment Advisory Services, LLC 7.872 0,19 1.544 2,93
2026-04-17 13F First National Bank Sioux Falls 55.412 2,44 11.225 8,65
2026-04-15 13F Optivise Advisory Services LLC 1.853 4,28 364 7,08
2026-05-08 13F Wealthedge Investment Advisors, Llc 35.160 9,11 6.899 12,09
2026-04-29 13F Financial Life Advisors 33.463 0,74 6.565 3,48
2026-05-01 13F Diversify Wealth Management, Llc 38.762 323,49 7.892 338,63
2026-04-13 13F Farrell Financial LLC 1.890 48,12 371 52,26
2026-04-22 13F Accretive Wealth Partners, LLC 15.944 784,30 3.128 809,30
2026-04-10 13F Financial Advisory Corp 218.776 0,27 42.924 3,01
2026-04-17 13F James J. Burns & Company, LLC 5.081 0,16 997 2,89
2026-05-05 13F Ethos Financial Group, LLC 7.996 141,79 1.563 147,54
2026-05-07 13F Summit Global Investments 3.421 34,26 1
2026-04-22 13F apricus wealth, LLC 3.912 3,99 768 6,82
2026-05-14 13F RMG Wealth Management LLC 799.707 3,17 166.539 8,15
2026-05-12 13F Americana Partners, LLC 68.388 3,36 13.418 6,17
2026-04-29 13F WPG Advisers, LLC 3.972 0,13 779 2,91
2026-05-14 13F Institute for Wealth Management, LLC. 11.207 13,58 2.199 16,67
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 1.192 0,34 234 3,10
2026-05-14 13F LifePlan Investment Advisors, Inc. 34.795 4,36 6.827 7,21
2026-05-07 13F Patrick M Sweeney & Associates, Inc 1.168 0,09 229 3,15
2026-05-14 13F David R. Rahn & Associates Inc. 13.298 26,16 2.609 29,61
2026-05-08 13F Stone Loft Wealth Management Llc 12.066 19,90 2.367 23,22
2026-04-22 13F Apollon Financial, LLC 33.943 588,78 6.660 607,65
2026-02-05 13F Tucker Asset Management Llc 1.357 135,59 259 142,06
2026-04-09 13F Teamwork Financial Advisors, LLC 1.120 220
2026-05-13 13F Jaffetilchin Investment Partners, LLC 95.838 606,30 18.803 625,70
2026-04-24 13F Midwest Capital Advisors, LLC 14.400 1,22 2.825 3,97
2026-05-19 13F Mascagni Wealth Management, Inc. 1.221 239
2026-04-16 13F Capital Advisors, Ltd. LLC 30.729 0,47 6 20,00
2026-05-14 13F American Alpha Advisors, LLC 27.600 9,49 5.415 12,48
2026-04-09 13F Elmwood Wealth Management, Inc. 4.033 1,51 791 4,35
2026-04-14 13F Kozak & Associates, Inc. 328 8,25 66 11,86
2026-05-12 13F Absolute Capital Management, LLC 22.109 9,02 4.338 11,98
2026-04-21 13F Founders Capital Management 400 33,33 78 36,84
2026-05-01 13F Miller Financial Services LLC 2.756 43,54 541 47,54
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 208.487 3,09 40.905 5,90
2026-05-14 13F Orion Capital Management LLC 2.234 34,34 438 38,17
2026-05-15 13F Sanchez Levi Garrett 1.970 386
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 74.313 14.580
2026-05-15 13F Morgan Stanley 33.645.562 1,43 6.601.260 4,19
2026-04-07 13F G&S Capital LLC 60.972 1,20 11.963 3,96
2026-05-16 13F Sunbelt Securities, Inc. 3.051 2,31 599 5,10
2026-05-04 13F AMG National Trust Bank 6.887 14,36 1.351 17,48
2026-05-12 13F D.B. Root & Company, LLC 1.243 244
2026-04-30 13F Manning & Napier Advisors Llc 80 3.900,00 15
2026-05-06 13F Aviance Capital Partners, LLC 1.457 2,53 286 5,17
2026-05-15 13F Excelsior Advisor Network LLC 33.835 12,47 6.638 15,54
2026-04-10 13F Windsor Capital Management, LLC 3.410 0,15 669 2,92
2026-05-11 13F Ellevest, Inc. 61.040 1,59 11.976 4,37
2026-05-08 13F Russell Investments Group, Ltd. 11.124 3,83 2.183 6,65
2026-05-08 13F Integrated Wealthcare, Llc 41.566 4,25 8.155 7,11
2026-05-15 13F Alliancebernstein L.p. 1.187.977 6,91 226.892 6,91
2026-04-22 13F Sutton Place Investors Llc 4.976 0,06 976 2,85
2026-04-29 13F Rockwood Wealth Management, LLC 7.131 1,26 1.399 4,09
2026-05-11 13F Daymark Wealth Partners, Llc 9.949 10,72 1.952 13,69
2026-04-30 13F LRI Investments, LLC 14.392 0,41 2.824 3,14
2026-05-04 13F Northland Securities, Inc. 4.752 25,88 932 29,44
2026-04-14 13F Nbc Securities, Inc. 6.692 16,12 1.313 19,36
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 26.222 13,30 5.145 16,38
2026-04-22 13F Norris Perne & French Llp/mi 1.245 1,72 244 4,72
2026-04-29 13F WealthPlan Investment Management, LLC 4.299 75,18 844 80,13
2026-05-01 13F Keener Financial Planning LLC 5.901 0,34 1 0,00
2026-05-05 13F Evergreen Advisors, LLC 205 40
2026-05-15 13F Harbour Investments, Inc. 120.907 34,20 23.720 37,85
2026-04-16 13F EdgeRock Capital LLC 70.506 17,96 13.846 21,29
2026-05-06 13F Tyche Wealth Partners LLC 2.692 8,42 528 11,39
2026-04-10 13F Perfromance Wealth Partners, LLC 84.518 17,73 16.582 20,95
2026-04-28 13F SBI Securities Co., Ltd. 9.566 9,45 1.877 12,40
2026-05-15 13F Destination Wealth Management 28.556 3,01 5.603 5,82
2026-05-07 13F Planning Alternatives Ltd /adv 46.198 1,91 9.064 4,70
2026-05-15 13F/A Independent Financial Group, Llc 36.778 40,69 7.216 44,53
2026-05-08 13F New England Private Wealth Advisors LLC 8.070 0,22 1.583 2,99
2026-04-08 13F Hardin Capital Partners, LLC 1.242 244
2026-04-15 13F Brady Martz Wealth Solutions, LLC 3.171 14,64 622 17,80
2026-05-07 13F Cutler Investment Counsel Llc 33.475 2,56 6.568 5,36
2026-05-14 13F Botty Investors LLC 34.567 17,31 6.782 20,53
2026-05-12 13F Operose Advisors LLC 6.569 0,26 1.289 2,96
2026-05-04 13F Clear Investment Research, Llc 311 61
2026-04-08 13F Fermata Advisors, LLC 12.760 0,98 2.503 3,73
2026-05-01 13F Cdkv Holdings Llc 9.752 9,25 1.913 12,27
2026-04-03 13F Adirondack Trust Co 634 1,28 124 4,20
2026-04-21 13F Venturi Wealth Management, LLC 6.657 44,28 1.306 48,13
2026-05-11 13F Fountainhead AM, LLC 13.356 19,86 2.620 23,12
2026-04-15 13F Cranbrook Wealth Management, LLC 55.315 0,45 10.853 3,19
2026-05-12 13F Virtue Asset Management Llc 1.995 3,91 391 6,83
2026-05-14 13F Capital Analysts, Inc. 90.013 7,97 18 13,33
2026-04-13 13F Clayton Financial Group LLC 128.111 0,07 25.135 2,80
2026-04-08 13F First Heartland Consultants, Inc. 70.319 2,45 13.797 5,24
2026-04-20 13F Focused Wealth Management, Inc 696.791 2,34 136.710 5,13
2026-04-20 13F Boyd Wealth Management, LLC 117.930 0,12 23.138 2,85
2026-04-15 13F BDFS Capital LLC 1.581 9,41 310 12,73
2026-04-24 13F Crux Wealth Advisors 1.208 0,50 237 3,49
2026-04-23 13F Johnson Wealth Management, LLC 5.257 1,19 1.031 3,93
2026-04-28 13F Northstar Group, Inc. 57.065 0,22 11.196 2,96
2026-04-17 13F Berman McAleer LLC 204.647 0,10 40.152 2,83
2026-02-06 13F Global Retirement Partners, LLC 212.730 68,69 40.629 72,76
2026-04-15 13F Exchange Traded Concepts, Llc 65.629 5,41 12.876 8,29
2026-05-07 13F Advisor OS, LLC 6.491 5,80 1.273 8,71
2026-05-08 13F Vanguard National Trust Co 36.744 7.209
2026-05-12 13F Elite Financial, Inc. 112.987 5,98 22 10,00
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 43.847 2,77 8.603 3,01
2026-05-12 13F TD Waterhouse Canada Inc. 2.998 80,82 588 86,08
2026-04-14 13F Affiance Financial, LLC 103.560 16,16 20.319 19,33
2026-04-29 13F Cary Street Partners Financial Llc 659.387 1,83 129.372 4,60
2026-04-13 13F Uptown Financial Advisors LLC 19.098 0,60 3.747 3,37
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 67.486 11,65 13.241 14,70
2026-04-17 13F Western Pacific Wealth Management, LP 1.058 208
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 2.514 91,47 493 97,20
2026-05-01 13F FLC Capital Advisors 212.502 4,74 41.693 7,59
2026-04-23 13F Barry Investment Advisors, LLC 5.407 0,19 1.061 2,91
2026-04-09 13F Red Spruce Capital, LLC 4.061 797
2026-05-22 13F Wellington Grp LLC 2.007 24,74 394 28,01
2026-05-11 13F Linscomb & Williams, Inc. 5.440 25,87 1.067 29,33
2026-04-24 13F Balentine LLC 2.846.109 12.803,43 558.407 13.157,50
2026-04-29 13F SwitchPoint Financial Planning, LLC 17.683 0,06 3.469 2,79
2026-05-04 13F Alta Wealth Advisors LLC 14.087 4,36 2.764 7,18
2026-05-15 13F Sonoma Private Wealth LLC 9.681 8,89 1.899 11,84
2026-04-08 13F West Financial Advisors, LLC 2.683 0,11 526 2,94
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 1.044 205
2026-05-08 13F Peachtree Investment Partners, LLC 194 1,04 38 2,78
2026-05-12 13F Advyzon Investment Management, LLC 44.848 41,96 8.799 45,85
2026-05-15 13F Painted Porch Advisors LLC 39.765 12,64 7.802 15,71
2026-05-14 13F Pennington Partners & Co., Llc 2.901 28,93 569 32,63
2026-05-08 13F First National Advisers, LLC 4.922 39,24 966 42,96
2026-04-27 13F Cresta Advisors, Ltd. 107.426 9,67 21.077 12,66
2026-05-08 13F ROSS\JOHNSON & Associates LLC 86 1,18 17 0,00
2026-04-28 13F Walkner Condon Financial Advisors LLC 7.761 9,16 1.523 12,16
2026-05-14 13F Lebenthal Global Advisors, LLC 145.322 0,89 28.512 3,65
2026-04-27 13F Lodestar Private Asset Management Llc 166.531 21,51 32.673 24,83
2026-04-08 13F BOS Asset Management, LLC 10.040 4,64 1.970 7,48
2026-04-16 13F BlueSky Wealth Advisors, LLC 187.912 4.243,78 36.868 4.363,44
2026-05-06 13F Sentinus, LLC 36.633 25,49 7.187 28,91
2026-05-14 13F Horizon Investments, LLC 46.194 25,89 9.063 29,32
2026-04-30 13F Elevated Capital Advisors, LLC 46.948 2,29 9.211 5,09
2026-05-15 13F Ancora Advisors, LLC 78.966 94,26 15.493 99,57
2026-05-14 13F Bridgewealth Advisory Group, LLC 115.923 14,72 22.744 17,84
2026-04-14 13F Family Wealth Partners, Llc 27.800 5,68 5.454 8,56
2026-05-05 13F Cullen/frost Bankers, Inc. 4.013 39,83 787 43,61
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 1.578 53,95 310 58,46
2026-04-20 13F Greenup Street Wealth Management Llc 238.755 6,22 46.844 9,11
2026-04-15 13F Wright Fund Managment, LLC 27.800 5.454
2026-04-08 13F Dynamic Advisor Solutions LLC 35.353 15,34 6.936 18,50
2026-04-29 13F Downshift Financial, LLC 6.032 257,35 1.229 260,12
2026-04-24 13F Essex LLC 6.961 0,51 1.366 3,25
2026-05-14 13F Fort Point Capital Partners LLC 4.421 9,24 867 7,97
2026-05-07 13F Capital Performance Advisors Llp 159.289 7,25 31.252 10,18
2026-04-21 13F Trilogy Capital Inc. 3.706 20,25 727 23,64
2026-05-05 13F D.a. Davidson & Co. 5.611.282 0,84 1.100.933 3,59
2026-04-16 13F Orser Capital Management, Llc 29.207 1,84 5.730 4,62
2026-05-15 13F PSI Advisors, LLC 1.774 348
2026-05-05 13F Golden Bell Financial Planning LLC 1.110 0,45 218 2,84
2026-05-04 13F 5th Street Advisors, LLC 65.588 4,70 12.868 7,56
2026-05-11 13F Condor Capital Management 357.139 0,31 70.071 3,04
2026-04-24 13F Able Wealth Management LLC 2.359 0,04 463 2,67
2026-04-17 13F Nova R Wealth, Inc. 4.246 0,21 833 2,97
2026-05-04 13F Hartford Funds Management Co LLC 10.173 182,90 1.996 190,96
2026-04-15 13F Paragon Capital Management Ltd 36.401 3,24 7.142 6,04
2026-05-11 13F Founders Financial Alliance, LLC 7.290 0,21 1.430 2,95
2026-05-08 13F Idaho Trust Bank 40.788 49,84 8.003 53,94
2026-04-24 13F Axis Wealth Partners, LLC 3.579 10,12 702 13,23
2026-05-07 13F First Command Advisory Services, Inc. 1.053 1,94 207 4,57
2026-04-14 13F Prospera Financial Services Inc 137.167 5,07 26.928 7,93
2026-05-07 13F New York Life Investment Management Llc 98.171 31,14 19.261 34,72
2026-04-29 13F Staley Capital Advisers Inc 121.469 1,77 23.832 4,55
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 94.875 7,19 18.753 10,38
2026-04-30 13F Simplicity Wealth,LLC 16.955 3,94 3.327 6,77
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 240.791 8,37 47.243 11,33
2026-04-10 13F Centurion Wealth Management LLC 1.887 5,18 370 8,19
2026-05-15 13F Warren Averett Asset Management, LLC 322.584 7,10 63.291 10,02
2026-05-04 13F HBW Advisory Services LLC 5.078 0,38 996 3,11
2026-04-13 13F Total Investment Management Inc 1.153 7,06 226 10,24
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 674 132
2026-05-08 13F Moors & Cabot, Inc. 26.042 11,39 5.109 14,42
2026-05-13 13F South Plains Financial, Inc. 1.368 35,45 268 39,58
2026-05-20 13F SOA Wealth Advisors, LLC. 12.645 2,63 2.481 5,40
2026-04-13 13F Midway Capital Research & Management 187 37
2026-05-07 13F Fedenia Advisers LLC 1.671 328
2026-04-24 13F Lynx Investment Advisory 3.151 106,62 618 112,37
2026-05-13 13F Transcend Wealth Collective, Llc 27.544 1,77 5.404 4,55
2026-05-15 13F Hayek Kallen Investment Management 1.044 0
2026-04-29 13F Clearwave Capital, LLC 7.567 0,08 1.485 2,77
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 24.961 11,73 4.897 14,79
2026-05-13 13F Fiduciary Family Office, Llc 20.623 0,28 4.046 3,03
2026-04-14 13F Beacon Investment Advisory Services, Inc. 374 73
2026-04-30 13F Financial Freedom, LLC 831 0,36 163 2,53
2026-04-21 13F Keystone Financial Group, Inc. 4.123 0,27 809 2,93
2026-04-14 13F Opal Wealth Advisors, LLC 1.568 24,35 308 27,92
2026-05-13 13F/A Jpmorgan Chase & Co 3.949.851 5,35 762.440 6,48
2026-05-08 13F Private Advisory Group LLC 2.525 66,45 495 71,28
2026-05-14 13F Rialto Wealth Management, LLC 2.723 2,56 534 5,33
2026-01-27 13F Meritage Portfolio Management 3.092 0,23 591 2,61
2026-04-28 13F Cypress Capital, LLC 37.347 7.327
2026-04-24 13F Innova Wealth Partners 1.775 10,52 348 13,73
2026-05-15 13F Eagle Global Advisors Llc 4.458 0,91 875 3,68
2026-04-28 13F Mokosak Advisory Group, LLC 64.553 0,93 12.665 3,69
2026-05-14 13F Coastal Bridge Advisors, LLC 65.960 37,73 12.941 41,49
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 499.413 7,14 98.314 10,40
2026-04-30 13F First Horizon Corp 128.125 11,68 25.138 14,73
2026-04-15 13F Ami Investment Management Inc 49.669 4,50 9.745 7,36
2026-05-15 13F Cavalier Investments, LLC 40.239 7.895
2026-04-30 13F Hsbc Holdings Plc 11.097 2.177
2026-04-27 13F Rochester Wealth Strategies, LLC 145.258 0,18 28.500 2,91
2026-05-07 13F Cassaday & Co Wealth Management LLC 3.172 5,63 622 8,55
2026-05-15 13F Gotham Asset Management, LLC 858.103 11,93 168.360 14,98
2026-04-28 13F DDD Partners, LLC 3.273 0,86 642 3,72
2026-04-08 13F Warner Financial, Inc 168.715 0,21 33.102 103.343,75
2026-05-15 13F Vestmark Advisory Solutions, Inc. 230.910 421,71 45.305 435,95
2026-04-28 13F Quent Capital, LLC 1.298 32,72 255 36,56
2026-04-28 13F Antonelli Financial Advisors, LLC 144.864 4,64 28.422 7,49
2026-05-13 13F Capital Group Private Client Services, Inc. 9.225 134,73 1.810 141,20
2026-05-05 13F Quartz Partners, LLC 3.561 4,03 699 6,89
2026-04-22 13F Joel Isaacson & Co., LLC 54.936 60,90 10.778 65,31
2026-04-21 13F Chapin Davis, Inc. 2.018 0,05 396 2,60
2026-05-15 13F AlphaCore Capital LLC 95.986 258,50 18.832 268,32
2026-05-08 13F Steward Partners Investment Advisory, Llc 428.813 3,00 84.133 5,81
2026-05-05 13F Smith, Moore & Co. 24.062 86,92 4.721 92,03
2026-04-17 13F Aspen Capital Management, LLC 6.633 0,20 1.301 2,93
2026-04-27 13F DB Fitzpatrick & Co, Inc 3.276 9,53 643 12,43
2026-05-04 13F Stage Harbor Financial, Llc 16.214 1,26 3.181 4,02
2026-04-21 13F OneAscent Financial Services LLC 31.222 50,74 6.126 54,83
2026-04-28 13F Farnam Financial LLC 1.760 20,55 345 24,10
2026-05-06 13F Zhang Financial LLC 65.748 1,49 12.900 4,26
2026-04-13 13F Cascade Investment Advisors, Inc. 1.551 4,51 304 7,42
2026-04-30 13F Blodgett Wealth Advisors, Llc 10.298 0,05 2.021 2,80
2026-05-04 13F Rodgers & Associates, LTD 408.303 0,29 80.109 3,03
2026-05-05 13F Allspring Global Investments Holdings, LLC 12.757 11,33 2.509 13,54
2026-05-02 13F Auxano Advisors, LLC 32.546 37,23 6.386 40,98
2026-04-24 13F Newton One Investments LLC 147.393 458,26 28.918 473,54
2026-05-13 13F Parkside Financial Bank & Trust 15.385 3,40 3.019 6,23
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 52.646 6,33 10.329 114.666,67
2026-04-21 13F Parker Financial LLC 134.312 0,17 26.294 2,67
2026-05-12 13F Jane Street Group, Llc Put 10.700 311,54 2.099 323,19
2026-05-14 13F We Are One Seven, LLC 252.681 0,52 49.576 3,26
2026-04-22 13F Princeton Global Asset Management LLC 14.239 56,83 2.794 61,17
2026-05-12 13F Jane Street Group, Llc 78.935 92,96 15.487 98,25
2026-05-05 13F HighTower Advisors, LLC 3.521.088 1,74 690.847 4,51
2026-04-07 13F Park Avenue Securities Llc 154.412 14,31 30 20,00
2026-05-01 13F Heritage Investment Group, Inc. 4.995 0,08 980 2,83
2026-05-11 13F Shepherd Financial Partners LLC 13.806 0,02 2.709 2,73
2026-04-21 13F Pflug Koory, LLC 252 10,04 49 13,95
2026-04-01 13F Burkett Financial Services, Llc 43 437,50 9 700,00
2026-04-08 13F Nestegg Advisors, Inc. 2.421 0,54 475 3,27
2026-05-01 13F Emerald Investment Partners, Llc 63.913 4,50 12.540 7,35
2026-05-07 13F Vision Retirement, LLC 688 85,95 135 91,43
2026-05-01 13F Carnegie Capital Asset Management, LLC 21.614 4,34 4.241 7,18
2026-05-13 13F Capital Advisor Network LLC 34.648 6.798
2026-04-23 13F Interchange Capital Partners, LLC 47.884 1,01 8.271 -8,64
2026-05-11 13F Nomura Asset Management Co Ltd 206.000 184,92 40.417 192,71
2026-05-01 13F Lincoln Capital LLC 4.210 1,13 826 3,77
2026-04-30 13F Sequoia Financial Advisors, LLC 781.277 5,42 153.287 8,29
2026-05-12 13F Financial Network Wealth Management LLC 3.731 3,81 1
2026-04-15 13F Regatta Capital Group, Llc 183.365 2,38 35.976 5,17
2026-01-29 13F Vanguard Group Inc 454.983 9,62 86.897 12,26
2026-04-29 13F Rocky Mountain Advisers, Llc 34 7
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 5.193 9,51 1.019 12,49
2026-05-14 13F RPG Investment Advisory, LLC 3.882 1,07 762 3,82
2026-05-04 13F Barrett & Company, Inc. 25.365 0,19 4.977 2,92
2026-05-07 13F VisionPoint Advisory Group, LLC 12.892 0,44 2.529 3,18
2026-04-22 13F Wealth Advisory Solutions, LLC 24.551 5,77 4.817 8,64
2026-02-17 13F Main Street Financial Solutions, LLC 22.645 1,12 4.325 3,54
2026-05-13 13F Invst, LLC 91.317 519,06 17.916 536,00
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 2.070 0,05 406 2,78
2026-04-29 13F Skopos Labs, Inc. 160.880 113,66 31.565 117,67
2026-04-09 13F Wealth Quarterback LLC 2.152 0,42 422 3,18
2026-04-24 13F DeLarme Wealth Management, Inc. 102.494 1,51 20.109 4,28
2026-05-06 13F TopTier Wealth Management, LLC 151 30
2026-05-11 13F Prudent Investors Network 2.417 8,63 474 11,79
2026-04-21 13F Long Island Wealth Management, Inc. 28.276 0,05 5.548 2,78
2026-04-27 13F Platform Technology Partners 6.527 0,15 1.281 2,89
2026-05-12 13F Icon Wealth Advisors, LLC 4.779 22,70 973 30,65
2026-05-15 13F Laird Norton Trust Company, Llc 3.483 2,29 683 5,08
2026-05-01 13F Clarity Financial LLC 3.370 661
2026-04-06 13F Old Port Advisors 1.868 367
2026-04-08 13F Afg Fiduciary Services Limited Partnership 1.543 305
2026-05-14 13F Main Management LLC 38 0
2026-05-13 13F Crews Bank & Trust 10.124 1,52 1.986 4,31
2026-04-08 13F Sandbox Financial Partners, LLC 76.287 8,91 14.968 11,88
2026-04-10 13F Claris Advisors, Llc / Mo / 1.043 205
2026-04-16 13F Toth Financial Advisory Corp 871 171
2026-04-21 13F Marietta Wealth Management, LLC 37.361 0,38 7.330 3,12
2026-05-13 13F Goepper Burkhardt LLC 4.449 44,92 873 48,81
2026-05-12 13F M&t Bank Corp 392.920 27,51 77.091 30,99
2026-05-14 13F Fft Wealth Management Llc 10.434 1,11 2.047 3,91
2026-05-06 13F Everest Management Corp. 11.287 0,62 2.214 3,36
2026-04-28 13F K2 Financial Inc. 14.330 3,50 2.907 7,39
2026-05-07 13F Burk Holdings LLC 845 166
2026-05-06 13F German American Bancorp, Inc. 2.669 524
2026-04-20 13F Independent Wealth Network Inc. 3.655 2,73 717 5,60
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 795 19,73 156 23,02
2026-04-23 13F Harbor Investment Advisory, Llc 68.035 13,33 13.349 16,42
2026-04-03 13F First County Bank /CT/ 53.070 12,64 10.412 15,71
2026-05-14 13F Traynor Capital Management, Inc. 2.272 47,44 438 48,98
2026-04-17 13F Amarillo National Bank 1.343 263
2026-04-08 13F Infinity Wealth Counsel, LLC 16.441 1,67 3.226 4,44
2026-04-13 13F Garrett Investment Advisors LLC 80.116 0,30 15.719 3,04
2026-04-23 13F First Pacific Financial 3.409 8,91 669 11,89
2026-05-14 13F Twin Focus Capital Partners, Llc 26.061 29,09 5.113 32,63
2026-05-15 13F Strategies Wealth Advisors, LLC 742.120 1,94 145.604 4,72
2026-04-15 13F Financial Management Professionals, Inc. 142.132 1,11 27.886 3,87
2026-05-14 13F Kilter Group LLC 44.600 2,01 8.751 4,79
2026-05-14 13F Mill Creek Capital Advisors, LLC 5.237.874 0,32 1.027.671 3,06
2026-04-15 13F Perkins Coie Trust Co 103.000 3,59 20.209 6,41
2026-05-08 13F TMB Capital Partners, LLC 38.655 5,11 7.584 7,99
2026-04-15 13F RCW Management, LLC 10.651 2,37 2.090 5,13
2026-05-12 13F Disciplined Investors, L.L.C. 9.502 0,47 1.864 3,21
2026-04-22 13F Aua Capital Management, Llc 25.570 12,03 5.017 15,07
2026-05-14 13F Aries Wealth Management 44.151 11,15 8.662 14,18
2026-05-15 13F Tudor Investment Corp Et Al 35.045 6.876
2026-04-15 13F Elser Financial Planning, Inc 3.465 11,02 679 13,93
2026-04-08 13F Archer Investment Management, LLC 7.725 172,97 1.516 180,56
2026-04-14 13F Sterling Investment Advisors Llc /adv 62.554 1,77 12.273 4,55
2026-05-15 13F Family Management Corp 55.154 1,64 10.821 4,42
2026-04-15 13F Valley National Advisers Inc 154.837 7,25 30 11,11
2026-05-20 13F SHUTTLEWORTH & Co 12.411 11,71 2.435 14,80
2026-04-24 13F Goldstone Financial Group, LLC 192.544 6,56 37.777 9,47
2026-04-16 13F Freedom Financial Partners LLC 7.239 0,26 1.420 3,05
2026-04-14 13F Well Done, LLC 91.279 0,34 17.909 3,08
2026-04-13 13F Compass Ion Advisors, LLC 28.339 5,55 5.560 8,42
2026-04-20 13F Cardinal Point Capital Management, ULC 13.622 575,69 2.673 594,03
2026-05-11 13F REAP Financial Group, LLC 131.636 1,85 25.827 4,63
2026-04-30 13F Winch Advisory Services, LLC 1.378 5,03 270 8,00
2026-05-14 13F Mason Investment Advisory Services, Inc. 4.203 13,47 825 16,55
2026-04-27 13F LCW Services, LLC 1.557 33,99 305 38,01
2026-05-12 13F Warwick Investment Management, Inc. 351.924 14,07 69.048 17,19
2026-01-13 13F Stephens Consulting, LLC 115.522 0,01 22.064 2,42
2026-04-29 13F Cvfg Llc 1.287 252
2026-02-12 13F CIBC Private Wealth Group, LLC 972.047 2,02 185.651 4,49
2026-04-29 13F Weitzel Financial Services, Inc. 21.490 1,02 4.227 3,02
2026-04-24 13F Cane Capital Partners, LLC 2.248 1,77 441 4,75
2026-04-13 13F Sherman Wealth Management LLC 1.457 0,55 286 3,26
2026-05-14 13F Retiremitten Financial Llc 404 79
2026-04-22 13F AJ Advisors, LLC 80.680 1,97 15.829 4,74
2026-04-08 13F Eclectic Associates Inc /adv 78.662 56,68 15.432 60,94
2026-05-13 13F Bradley & Co. Private Wealth Management, LLC 969 190
2026-04-16 13F McClarren Financial Advisors, Inc. 10.353 53,72 2.031 3,20
2026-05-15 13F Wealth Analytics Partners, LLC 236.918 0,20 46.483 2,93
2026-05-13 13F Callan Family Office, LLC 3.696 32,57 725 36,28
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 12.847 93,57 2.521 98,90
2026-04-29 13F Opulen Financial Group LLC 2.467 0,16 484 2,98
2026-05-08 13F Stonebridge Financial Planning Group, LLC 3.182 8,34 624 11,43
2026-04-23 13F Ewa, Llc 2.061 0,34 404 3,06
2026-05-07 13F First National Trust Co 5.656 1,13 1.110 3,84
2026-05-14 13F Level Four Advisory Services, Llc 30.389 0,62 5.962 3,36
2026-05-27 13F/A Maripau Wealth Management Llc 7.228 4,24 1.418 7,10
2026-04-09 13F Chemistry Wealth Management LLC 20.724 4,96 4.066 7,82
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 2.382 467
2026-04-08 13F Community Financial Services Group, LLC 1.757 23,99 346 27,78
2026-05-14 13F Dana Investment Advisors, Inc. 25.177 2,55 4.940 5,33
2026-05-11 13F Peak Retirement Planning, Inc. 49.966 54,30 9.803 58,52
2026-05-15 13F Barnes Wealth Management Group, Inc 3.285 5,39 645 8,24
2026-04-24 13F UMA Financial Services, Inc. 518 16,40 102 20,24
2026-05-12 13F Entrust Financial Llc 635 19,59 125 22,77
2026-04-30 13F Relyea Zuckerberg Hanson LLC 463.695 0,63 90.977 3,37
2026-04-13 13F Trust Co 319.770 0,46 62.739 3,20
2026-05-11 13F Great Valley Advisor Group, Inc. 130.746 0,54 25.652 3,28
2026-04-22 13F Parcion Private Wealth LLC 2.182 428
2026-04-22 13F Penney Financial, LLC 1.187 233
2026-05-14 13F Gwn Securities Inc. 4.253 15,54 835 18,63
2026-05-15 13F Peapack Gladstone Financial Corp 12.345 0,60 2 0,00
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3.819 22,80 749 26,31
2026-05-04 13F 6th Street Advisors, LLC 1.620 318
2026-04-29 13F Steele Capital Management, Inc. 119.739 16,04 23.493 19,21
2026-02-13 13F Motiv8 Investments LLC 26.371 0,96 5 -99,90
2026-05-15 13F Basso Capital Management, L.p. 1.366 18,27 268 21,82
2026-05-14 13F Synergy Financial Group, LTD 2.763 11,28 542 14,35
2026-05-15 13F 10Elms LLP 21.405 675,26 4.200 696,77
2026-05-15 13F Cascades Capital Asset Management, LLC 49.308 44,17 9.674 48,10
2026-04-28 13F Golden State Equity Partners 18.869 60,00 3.703 64,39
2026-04-27 13F Mount Yale Investment Advisors, LLC 40.330 14,31 7.913 17,42
2026-04-29 13F Global Strategic Investment Solutions, LLC 90.773 0,16 17.810 2,89
2026-05-04 13F Sigma Planning Corp 72.215 3,05 14.169 5,65
2026-04-16 13F SG Americas Securities, LLC 2.580 1
2026-05-13 13F O'shaughnessy Asset Management, Llc 77.126 30,54 15.132 34,10
2026-05-15 13F 1607 Capital Partners, LLC 2.000 392
2026-04-16 13F Evolve Private Wealth, Llc 10.603 2.080
2026-04-24 13F Keb Asset Management, Llc 7.818 0,05 1.534 2,75
2026-05-07 13F Arsenal Capital Advisors LLC 4.490 49,52 881 53,58
2026-05-04 13F Evernest Financial Advisors, LLC 6.017 0,07 1.224 -1,13
2026-05-11 13F Ashton Thomas Private Wealth, LLC 123.156 43,22 24.163 47,14
2026-05-13 13F Lloyd Advisory Services, LLC. 2.130 1.752,17 418 1.885,71
2026-05-27 13F Tenret Co LLC 111.646 7,37 21.905 10,30
2026-05-15 13F RMB Capital Management, LLC 22.467 0,54 4.408 3,30
2026-04-07 13F Blueline Advisors Llc 92.339 0,97 18.117 3,73
2026-05-12 13F Ellis Investment Partners, LLC 87.602 1,33 17.188 4,09
2026-04-08 13F Mirador Capital Partners LP 3.063 4,47 601 7,14
2026-05-05 13F Beaumont Financial Advisors, LLC 33.985 2,66 6.668 5,46
2026-04-27 13F HB Wealth Management, LLC 70.402 19,31 13.813 22,56
2026-05-06 13F 71 West Capital Partners 845.174 4,87 165.823 7,73
2026-04-30 13F First National Bank & Trust Co Of Newtown 1.779 349
2026-05-01 13F Associated Banc-corp 97.037 9,09 19.039 12,07
2026-05-15 13F Citadel Advisors Llc Put 19.700 34,01 3.865 37,69
2026-05-04 13F Arrow Investment Advisors, LLC 3.495 686
2026-05-12 13F Argentarii, LLC 3.321 1,50 652 4,33
2026-05-15 13F Citadel Advisors Llc 60.566 11.883
2026-04-24 13F Squire Investment Management Company, LLC 10.038 8,67 1.969 11,62
2026-05-06 13F Spartan Wealth Advisory Services LLC 8.244 1.618
2026-04-08 13F Dover Advisors, Llc 3.013 4,58 591 7,45
2026-05-15 13F Tower Research Capital LLC (TRC) 51.043 231.913,64 10.015 250.250,00
2026-04-13 13F True Wealth Design, LLC 609 73,01 119 77,61
2026-05-06 13F Dunhill Financial, LLC 3.948 65,53 697 53,19
2026-04-10 13F OMNI 360 Wealth, Inc. 1.500 0,07 294 -0,68
2026-04-15 13F Milestone Asset Management, Llc 2.549 13,74 500 16,82
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1.028.947 8,66 202 11,67
2026-05-07 13F Mullooly Asset Management, Inc. 2.421 475
2026-05-14 13F Zacks Investment Management 4.752 6,12 932 9,01
2026-04-15 13F QTR Family Wealth, LLC 1.151 0,09 234 -1,27
2026-04-23 13F Northstar Asset Management Llc 22.825 6,09 4.478 8,98
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 92.108 1,25 18.072 4,01
2026-05-05 13F Tortoise Investment Management, LLC 89.094 0,99 17.480 3,75
2026-04-09 13F Park Place Capital Corp 681 0,59 134 3,10
2026-05-08 13F Gen-Wealth Partners Inc 1.400 0,29 275 3,01
2026-05-13 13F IF Advisors, LLC 26.854 0,06 5.269 2,79
2026-05-15 13F Blue Chip Partners, Inc. 2.837 4,92 557 7,75
2026-04-27 13F Sound Income Strategies, LLC 4.891 21,73 962 20,58
2026-04-10 13F Sage Investment Advisers LLC 1.255 247
2026-05-15 13F Rothschild Capital Partners, LLC 4.107 11,82 806 14,84
2026-01-26 13F Pursuit Wealth Management LLC 1.506 288
2026-04-09 13F Secure Asset Management, LLC 1.941 52,35 381 56,38
2026-05-13 13F Keystone Wealth Services, LLC 8.633 1,21 1.694 3,93
2026-04-20 13F Fiduciary Alliance LLC 8.812 2,66 1.780 8,60
2026-05-08 13F Pnc Financial Services Group, Inc. 4.247.947 0,11 833.447 2,84
2026-04-20 13F Sowell Financial Services LLC 80.306 9,01 15.756 11,98
2026-04-24 13F United Community Bank 410 49,09 80 53,85
2026-04-28 13F Powerhouse Assets LLC 19.866 0,64 3.898 3,37
2026-04-15 13F Wolff Financial Management Llc 8.348 0,71 1.638 3,41
2026-04-08 13F Canandaigua National Corp 2.090 410
2026-04-15 13F Curran Financial Partners, LLC 47.870 34,90 9.392 38,59
2026-03-27 13F Prosperity Wealth Management, Inc. 1.215 9,36 232 12,08
2026-04-17 13F Discipline Wealth Solutions, LLC 101.412 452,56 19.897 467,65
2026-05-01 13F Evergreen Wealth Management, LLC 11.312 0,05 2.219 2,78
2026-04-21 13F Artesa Financial Group, LLC 32.634 2,81 6.403 5,61
2026-05-04 13F Checchi Capital Advisers, LLC 79.117 1.231,49 15.523 1.268,78
2026-05-12 13F WCG Wealth Advisors LLC 13.553 2.659
2026-04-13 13F Cypress Point Wealth Management, LLC 31.247 130,49 6.131 136,77
2026-05-08 13F King Luther Capital Management Corp 648 1,09
2026-04-14 13F OLIO Financial Planning 329.930 1,21 64.732 3,97
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 3.346 0,54 656 3,31
2026-05-15 13F Osbon Capital Management Llc 2.447 237,05 480 247,83
2026-05-08 13F Aspen Wealth Strategies, LLC 108.514 1,09 21.290 3,84
2026-05-13 13F American Investment Services, Inc. 60.090 0,75 11.790 3,50
2026-04-27 13F Revisor Wealth Management LLC 2.074 28,50 407 27,27
2026-04-10 13F Rede Wealth, LLC 5.769 5,14 1.132 8,02
2026-04-21 13F Wise Wealth Partners 13.660 5,31 2.680 8,20
2026-05-15 13F National Philanthropic Trust 22.832 0,70 4.480 3,44
2026-04-24 13F Kendall Capital Management 18.869 16,73 3.702 19,92
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 13.459 7,52 2.641 10,46
2026-05-01 13F Innovative Wealth Building LLC 1.672 35,71 328 39,57
2026-05-05 13F Thayer Partners, LLC / MA 3.703 0,35 727 3,13
2026-05-07 13F Legacy Wealth Managment, LLC/ID 4.854 22,11 952 25,43
2026-05-06 13F Hallmark Capital Management Inc 177.933 37,08 34.910 40,82
2026-05-14 13F Ieq Capital, Llc 81.603 1,05 16.011 3,80
2026-05-08 13F Wallace Hart LLC 365 2.333,33 72 3.450,00
2026-05-15 13F Summit Financial, LLC 552.948 14,76 108.488 17,89
2026-04-13 13F LexAurum Advisors, LLC 33.836 8,01 6.639 13,63
2026-05-15 13F Breakwater Investment Management 6.272 4,31 1.231 7,14
2026-05-13 13F Prestige Wealth Management Group LLC 54.181 2,96 10.630 5,77
2026-04-15 13F Riversedge Advisors, Llc 375.036 571,36 73.582 589,67
2026-04-17 13F Stewardship Advisors, LLC 1.374 269
2026-05-07 13F Palisades Hudson Asset Management, L.P. 1.282 0
2026-05-11 13F Fortis Capital Management LLC 2.432 0,08 477 2,80
2026-04-27 13F Tennessee Valley Asset Management Partners 7.944 0,68 1.559 3,45
2026-04-22 13F Matrix Asset Advisors Inc/ny 29.464 12,12 5.781 15,16
2026-05-15 13F Aqr Capital Management Llc 256.789 38,78 50.382 42,57
2026-04-13 13F Gradient Investments LLC 1.784 2,18 350 4,80
2026-05-14 13F CIBC World Markets Inc. 5.525 7,53 1.084 10,50
2026-04-09 13F Central Valley Advisors, Llc 3.337 655
2026-05-14 13F Captrust Financial Advisors 6.662.268 4,34 1.307.058 7,18
2026-04-22 13F RMR Wealth Builders 573.956 3,18 112.610 6,00
2026-05-20 13F Hobbs Group Advisors, LLC 3.421 65,43 671 69,87
2026-02-18 13F Financial Advisory Service, Inc. 3.522 3,16 673 5,66
2026-05-14 13F Catalytic Wealth RIA, LLC 18.836 8,75 3.696 11,73
2026-05-15 13F Cerity Partners LLC 1.623.206 21,77 318.926 25,27
2026-05-21 13F Raab & Moskowitz Asset Management LLC 53.140 0,63 10.426 3,38
2026-04-08 13F RVW Wealth, LLC 1.796 10,46 352 13,55
2026-05-18 13F Unconventional Investor, LLC 6.017 0,55 1.181 3,33
2026-04-17 13F Webster Bank, N. A. 14.492 10,50 2.843 13,54
2026-04-08 13F Wisconsin Wealth Advisors, LLC 1.851 10,24 363 13,44
2026-05-05 13F UBS Group AG 13.503.195 6,81 2.649.327 9,73
2026-05-12 13F LightSquare Wealth Management, LLC 60.102 11.792
2026-04-23 13F Bell Bank 1.625.697 1,35 318.962 4,11
2026-04-22 13F M3 Advisory Group, LLC 4.433 0,73 870 3,45
2026-05-15 13F Capital & Planning, Llc 102 20
2026-04-13 13F Winthrop Advisory Group LLC 28.328 3,72 5.558 6,54
2026-05-13 13F Geometric Wealth Advisors 7.307 5,38 1.434 8,23
2026-04-16 13F Flywheel Private Wealth LLC 8.400 0,07 1.648 2,81
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 24.136 1,00 4.735 3,75
2026-05-05 13F Birchwood Financial Partners, Inc. 361 0,28 71 2,94
2026-04-27 13F Victory Financial Group, Llc 9.089 22,38 1.783 25,74
2026-04-09 13F Thrive Wealth Management, LLC 861.724 3,57 169.070 6,40
2026-04-10 13F RTD Financial Advisors, Inc. 12.464 3,26 2.445 6,07
2026-05-15 13F Bragg Financial Advisors, Inc 163.165 3,34 32.013 6,16
2026-04-23 13F Arbor Wealth Advisors LLC 169.322 0,61 33.221 3,36
2026-05-11 13F Resolute Wealth Advisor, Inc. 2.613 513
2026-05-18 13F Alexander Labrunerie & Co., Inc. 32.350 0,44 6.347 3,19
2026-04-30 13F Fidelity D & D Bancorp Inc 2.269 5,09 445 8,01
2026-05-15 13F Ameriprise Financial Inc 11.405.110 1,99 2.238.902 4,86
2026-04-22 13F Clear Creek Financial Management, LLC 53.033 10,32 10.405 13,33
2026-04-14 13F Compton Wealth Advisory Group, LLC 117.468 0,00 23.102 2,97
2026-05-04 13F Beckerman Institutional, LLC 1.106 217
2026-05-08 13F Tandem Financial, LLC 2.985 586
2026-05-15 13F Evergreen Wealth Solutions, LLC 56.963 11.176
2026-04-27 13F Evolution Wealth Management Inc. 1.419 0,42 278 3,35
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 20.714 48,00 4.064 52,04
2026-05-14 13F Ballast Financial Advisors LLC 5.396 0,73 1.059 3,42
2026-04-08 13F Accel Wealth Management 47.687 6,09 9.356 8,99
2026-04-08 13F Capital Advisors Wealth Management, LLC 45.929 456,85 9.011 472,13
2026-04-06 13F GAMMA Investing LLC 14.912 2,86 2.926 5,67
2026-04-22 13F Wetzel Investment Advisors, Inc. 87.820 11,28 17.230 14,31
2026-05-12 13F Orcam Financial Group 8.925 6,45 1.751 9,37
2026-04-20 13F Kestra Private Wealth Services, Llc 422.508 4,95 82.896 7,82
2026-04-20 13F Naples Global Advisors, Llc 1.831 7,01 359 10,12
2026-05-12 13F Kingsview Wealth Management, LLC 104.465 8,32 20.496 11,28
2026-04-21 13F Pacific Sage Partners, LLC 3.419 3,45 671 6,18
2026-04-13 13F Thayer Financial, L.L.C. 72.064 2,27 14.139 5,06
2026-05-05 13F Harmony Asset Management Llc 14.338 3,69 2.813 6,55
2026-04-20 13F Clune & Associates, Ltd. 43.901 8,42 8.613 11,38
2026-04-20 13F Verus Financial Partners, Inc. 2.392 0,04 485 2,11
2026-05-11 13F Commerce Bank 96.096 27,41 18.854 30,89
2026-04-21 13F Pallas Capital Advisors LLC 28.381 18,26 5.568 21,49
2026-04-03 13F Rise Advisors, LLC 153.093 1,56 30.109 4,57
2026-04-29 13F Proactive Wealth Strategies LLC 7.928 312,92 1.555 324,59
2026-05-11 13F Brand Asset Management Group, Inc. 8.068 219,40 1.583 228,22
2026-04-16 13F Allegheny Financial Group LTD 16.841 10,77 3.304 13,81
2026-01-26 13F Liberty Capital Management, Inc. 1.252 239
2026-02-18 13F Galaxy Group Investments LLC 4.640 886
2026-05-07 13F Santori & Peters, Inc. 33.323 0,34 6.538 3,07
2026-04-17 13F Signal Advisors Wealth, LLC 13.551 14,98 2.659 18,13
2026-05-12 13F Stokes Family Office, LLC 9.369 0,55 1.838 3,32
2026-02-18 13F Veratis Advisors, Inc. 19.983 4.113
2026-04-13 13F John W. Brooker & Co., CPAs 5.757 41,31 1.130 45,12
2026-04-28 13F Flagship Harbor Advisors, Llc 43.735 12,62 8.581 15,68
2026-05-12 13F Dynamic Financial Group 3.352 0,18 658 2,98
2026-05-01 13F Hohimer Wealth Management, Llc 59.499 12,63 11.674 15,70
2026-05-07 13F Avidian Wealth Solutions, LLC Call 300 59
2026-04-30 13F Kestra Advisory Services, LLC 966.359 3,74 189.600 6,57
2026-05-07 13F Avidian Wealth Solutions, LLC 27.386 38,36 5.373 42,14
2026-04-07 13F City Center Advisors, LLC 1.894 2,93 372 5,70
2026-05-04 13F New Wave Wealth Advisors Llc 15.236 144,13 2.989 150,97
2026-05-01 13F American Trust 9.093 2,41 1.784 5,25
2026-05-01 13F Van Cleef Asset Management,Inc 2.944 54,95 578 59,39
2026-04-20 13F First Bancorp, Inc /ME/ 16.804 26,06 3.297 29,51
2026-04-29 13F Brighton Securities Corp. 40.972 55,14 8.039 59,36
2026-04-28 13F Lansing Street Advisors 48.579 0,55 9.531 3,29
2026-04-13 13F IFP Advisors, Inc 69.087 0,31 13.555 3,04
2026-05-14 13F Milestone Asset Management Group, LLC 3.189 0,50 626 3,14
2026-05-13 13F Gibbs Wealth Management 2.312 454
2026-04-15 13F Gradient Capital Advisors, LLC 11.267 2,49 2.210 5,29
2026-04-21 13F Main Line Retirement Advisors, LLC 78.140 1,62 15.331 4,40
2026-05-06 13F MTM Investment Management, LLC 7.267 0,39 1.426 3,11
2026-04-14 13F Shrier Wealth Management, Llc 53.338 12,16 10.465 15,22
2026-05-06 13F Cedar Point Capital Partners, LLC 1.862 10,64 365 13,71
2026-04-17 13F Roxbury Financial LLC 3.867 0,36 759 3,13
2026-05-11 13F Empirical Asset Management, LLC 7.074 0,04 215 2,87
2026-04-10 13F Intellectus Partners, LLC 30.099 0,25 5.905 2,98
2026-04-16 13F Ironwood Financial, llc 17.377 14,64 3.409 14,24
2026-05-11 13F Pecaut & Co. 6.441 1,35 1.264 4,12
2026-02-05 13F Maxele Advisors, LLC 24.445 8,29 4.669 10,91
2026-04-13 13F Gill Capital Partners, Llc 85.522 1,10 16.779 3,86
2026-05-05 13F Regions Financial Corp 25.052 32,39 4.915 36,00
2026-05-15 13F Beacon Pointe Advisors, LLC 1.316.904 32,49 258.377 36,10
2026-04-27 13F Prasad Wealth Partners, LLC 1.671 0,42 328 3,15
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1.499 20,69 294 24,05
2026-05-29 13F Krane Financial Solutions LLC 38.099 7.475
2026-04-09 13F Diversified Management Inc 2.755 541
2026-04-21 13F Mayport, Llc 70.909 8,29 13.912 11,24
2026-04-17 13F Wealth Management Partners, LLC 6.447 1,30 1.265 4,03
2026-04-28 13F Cordoba Advisory Partners LLC 61.109 0,76 11.990 3,51
2026-05-04 13F Texas Yale Capital Corp. 36.652 7,98 7.191 10,94
2026-05-15 13F Principal Street Partners, LLC 47.926 0,53 9.403 3,27
2026-05-04 13F Inlight Wealth Management, LLC 89.265 12,94 17.514 16,02
2026-04-16 13F BridgePort Financial Solutions, LLC 7.555 37,41 1.482 41,14
2026-04-21 13F Old National Bancorp /in/ 185.027 661,08 36.302 681,87
2026-04-30 13F Selective Wealth Management, Inc. 6.331 0,84 1.289 3,45
2026-05-08 13F Campbell Deegan Wealth Management, LLC 108.959 0,76 21.378 3,51
2026-05-15 13F Talon Private Wealth, LLC 21.591 50,89 4.236 67,50
2026-04-09 13F Curated Wealth Partners LLC 8.514 0,02 1.671 2,77
2026-05-11 13F Rinkey Investments 97.032 3,78 19.038 6,61
2026-05-14 13F Rockefeller Capital Management L.P. 1.454.595 7,96 285.392 10,91
2026-05-13 13F Protective Life Corp 326 64
2026-05-07 13F Jefferies Financial Group Inc. 3.697 2,67 725 5,53
2026-04-20 13F City State Bank 22.832 0,71 4.480 3,47
2026-05-15 13F Legend Capital Advisors LLC 257 50
2026-04-15 13F Oak Asset Management, LLC 1.467 25,71 288 29,28
2026-05-04 13F Brookwood Investment Group LLC 2.545 5,56 499 8,48
2026-04-08 13F Stonebridge Financial Group, LLC 1.095 0,27 215 2,88
2026-05-05 13F Prairieview Wealth Partners, Llc 51.734 1,16 10.150 3,92
2026-04-14 13F Vestia Personal Wealth Advisors 1.637 0,49 321 -0,62
2026-05-06 13F Advisortrust Partners, Llc 70 14
2026-04-30 13F KLCM Advisors, Inc. 6.943 2,15 1.362 4,93
2026-04-29 13F Capstone Wealth Management Group, Llc 38.590 104,40 7.571 110,01
2026-04-16 13F Uhlmann Price Securities, Llc 4.129 0,41 810 3,18
2026-05-01 13F Financial Advisory Partners, Llc 85.952 7,87 16.864 10,82
2026-05-05 13F Members Advisory Group LLC 80.062 3,73 15.710 6,55
2026-05-06 13F Meridian Wealth Management, LLC 132.533 2,37 25.995 5,13
2026-05-07 13F MidAtlantic Capital Management, Inc. 8.686 4,70 1.704 7,58
2026-04-27 13F Sierra Ocean, Llc 2.942 0,75 577 3,59
2026-05-15 13F Weaver Consulting Group 15.516 47,27 3.044 51,29
2026-04-29 13F Nicholas Hoffman & Company, LLC. 1.236 0,82 242 3,42
2026-04-10 13F Briaud Financial Planning, Inc 1.026 201
2026-05-12 13F CBIZ Investment Advisory Services, LLC 2.701.704 28,07 530.074 31,57
2026-04-21 13F Tritonpoint Wealth, Llc 9.774 3,03 1.918 5,85
2026-04-27 13F Tanglewood Legacy Advisors, LLC 6.137 48,06 1.204 52,21
2026-05-13 13F LM Advisors LLC 3.303 3,25 17 0,00
2026-05-12 13F Reyes Financial Architecture, Inc. 78 15
2026-04-16 13F Quotient Wealth Partners, LLC 59.253 0,85 11.625 3,60
2026-05-11 13F Cascade Wealth Advisors, Inc 19.747 0,63 4.088 5,06
2026-05-14 13F Allworth Financial LP 425.081 1,16 83.401 3,92
2026-05-15 13F Mercer Global Advisors Inc /adv 481.121 3,96 94.396 6,80
2026-05-11 13F Brooklyn FI, LLC 2.442 3,96 479 6,92
2026-04-20 13F Foster Victor Wealth Advisors, LLC 295.702 1,39 60.016 3,73
2026-04-28 13F Novus Advisors, Llc 1.665 52,61 327 56,73
2026-05-11 13F Garton & Associates Financial Advisors LLC 1.020 16,57 200 19,76
2026-04-24 13F DB&C Advisors, LLC 3.552 0,25 697 2,96
2026-05-15 13F Horizon Investment Services, LLC 4.283 2,22 841 5,00
2026-05-07 13F AlTi Global, Inc. 10.975 0,01 2.153 2,77
2026-04-17 13F United Advisor Group, LLC 34.625 16,51 6.794 19,70
2026-04-27 13F HTG Investment Advisors, Inc. 72.016 1,49 14.130 4,26
2026-05-14 13F Ballentine Partners, LLC 50.439 22,91 9.896 26,27
2026-04-23 13F Forum Financial Management, LP 7.796 12,99 1.529 16,10
2026-04-20 13F Threadgill Financial, Llc 59.386 11.652
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 5.592 8,69 1.097 11,71
2026-05-15 13F Purpose Unlimited Inc. 695 136
2026-04-14 13F Juncture Wealth Strategies, Llc 2.560 7,79 502 10,82
2026-05-04 13F Calamos Wealth Management LLC 5.827 25,23 1.143 28,72
2026-04-21 13F RCS Financial Planning, LLC 12.703 16,66 2.492 19,87
2026-04-24 13F Charter Oak Capital Management, LLC 25.540 3,08 5.011 5,92
2026-04-14 13F Southland Equity Partners LLC 5.863 1,00 1.150 3,79
2026-04-17 13F Legacy Wealth Partners, LLC 116.322 138,59 22.822 145,11
2026-04-13 13F GoalVest Advisory LLC 91 75,00 18 88,89
2026-04-20 13F KFA Private Wealth Group, LLC 60.147 0,55 11.801 3,29
2026-05-13 13F Cetera Investment Advisers 7.740.408 3,99 1.518.668 6,83
2026-05-14 13F Nicolet Bankshares Inc 82.779 325,51 16.271 337,95
2026-05-15 13F Huntington National Bank 1.739 9.537 2,43
2026-04-23 13F Midwest Financial Partners Investments, Inc. 103.659 4,83 20.338 7,68
2026-05-14 13F HighPoint Advisor Group LLC 40.881 0,57 8.021 3,31
2026-05-13 13F Mpwm Advisory Solutions, Llc 227 10,19 45 12,82
2026-05-14 13F Sentinel Advisory Group, LLC 2.241 440
2026-05-15 13F Quest Investment Management Llc 297.204 114,16 58.311 120,00
2026-05-13 13F Alamar Capital Management, LLC 23.299 8,05 4.571 11,00
2026-04-10 13F Putney Financial Group LLC 3.098 6,17 608 8,98
2026-05-14 13F Advisory Alpha, LLC 16.131 10,27 3.166 13,28
2026-05-08 13F Evolution Wealth Advisors, LLC 7.697 9,80 1.510 12,86
2026-04-23 13F Rexford Capital Inc 155 124,64 30 130,77
2026-05-15 13F Perennial Investment Advisors, LLC 50.055 1,84 9.820 4,62
2026-04-08 13F Lpwm Llc 40.973 11,37 8.039 14,40
2026-04-24 13F Twin City Private Wealth, Llc 3.984 6,01 782 8,93
2026-05-08 13F HORAN Wealth, LLC 9.088 1.736
2026-04-10 13F Level Financial Advisors, Inc. 51.490 6,25 10.102 9,15
2026-04-29 13F Lmcg Investments, Llc 1.628 7,39 319 10,38
2026-03-04 13F AG Campbell Advisory, LLC 350 67
2026-05-28 13F Cozad Asset Management Inc 7.799 0,09 1.530 2,82
2026-04-30 13F Pearl Planning LLC 73.197 0,01 14.361 2,74
2026-04-20 13F First PREMIER Bank 147.121 5,58 29 7,69
2026-04-14 13F Murphy Pohlad Asset Management LLC 5.999 42,94 1.177 46,94
2026-04-22 13F Jim Saulnier & Associates, Llc 5.552 96,60 1.089 102,04
2026-05-08 13F DUTCH ASSET Corp 4.335 20,58 851
2026-04-23 13F Vista Investment Partners Ii, Llc 14.631 2.871
2026-05-06 13F Alteri Wealth LLC 7.232 2,92 1.419 5,66
2026-05-15 13F Qube Research & Technologies Ltd 296.414 1.492,60 58.156 1.536,35
2026-05-11 13F TAGStone Capital, Inc. 22.166 3,46 4.349 6,28
2026-05-08 13F Bruce G. Allen Investments, LLC 87.811 2,95 17.229 5,76
2026-05-14 13F VestGen Advisors, LLC 607.077 478,01 126.582 531,04
2026-04-14 13F American State Bank (Iowa) 2.639 6,11 518 8,84
2026-04-13 13F Advocate Group Llc 7.960 0,15 1.562 2,90
2026-04-08 13F Emergent Wealth Advisors, LLC 35.900 43,29 7.044 47,19
2026-04-24 13F Wealth Care LLC 1.907 374
2026-05-07 13F REDW Wealth LLC 19.048 18,97 3.737 22,24
2026-05-15 13F Security National Bank Of So Dak 5.736 0,30 1.125 3,02
2026-05-15 13F Smartleaf Asset Management LLC 79.955 15,23 15.434 15,62
2026-05-11 13F Atlas Capital Advisors Llc 30.023 1,09 5.891 3,84
2026-05-14 13F Smith Asset Management Co., LLC 5.091 8,32 999 11,26
2026-04-10 13F Cooke Wealth Management, LLC 10.679 3,48 2.095 2,70
2026-05-07 13F Liberty Square Wealth Partners Llc 6.938 7,18 1.361 10,11
2026-05-08 13F Junk Investment Group, LLC 91.935 18.038
2026-05-07 13F Principle Wealth Partners Llc 20.581 10,48 4.038 13,46
2026-04-24 13F BetterWealth, LLC 1.838 6,37 361 9,09
2026-05-14 13F Bare Financial Services, Inc 175.329 3,77 34.400 6,60
2026-05-14 13F Baird Financial Group, Inc. 1.511.322 1,69 296.521 4,46
2026-04-03 13F Waller Financial Planning Group, Inc 3.101 36,49 608 40,42
2026-05-08 13F Bokf, Na 138.533 20,58 27.180 23,87
2026-05-11 13F Aptus Capital Advisors, LLC 18.221 8,54 3.575 11,48
2026-05-05 13F Advisory Advocates, LLC 2.355 48,96 462 53,49
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 3.678 34,14 722 37,86
2026-05-11 13F Foundations Investment Advisors, LLC 35.354 3,67 6.936 6,49
2026-05-12 13F Moneta Group Investment Advisors Llc 3.371.516 2,86 661.491 5,67
2026-05-13 13F Archvest Wealth Advisors, Inc. 20.126 1,91 3.949 4,69
2026-05-12 13F Sfmg, Llc 1.961 3,21 385 6,08
2026-05-12 13F Stifel Financial Corp 1.691.366 1,00 331.845 3,76
2026-04-09 13F Everhart Financial Group, Inc. 852.879 4,87 167.335 7,73
2026-05-04 13F Glassman Wealth Services 2.688 0,45 527 3,13
2026-04-22 13F MFA Wealth Services 1.052 206
2026-04-27 13F Level Wealth Management LLC 9.110 38,87 1.787 42,73
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 6.290 15,58 1.234 18,77
2026-05-12 13F One Capital Management, LLC 62.034 15,16 12.171 18,30
2026-05-29 13F Keel Point, LLC 12.923 0,37 2.535 3,13
2026-04-15 13F Meridian Financial Partners LLC 2.272 116,38 449 115,38
2026-05-08 13F Urban Financial Advisory Corp 43 8
2026-04-20 13F GSB Wealth Management, LLC 33.542 5,32 6.581 8,19
2026-05-08 13F Millington Financial Advisors, LLC 9.668 0,71 1.967 -0,71
2026-05-08 13F Weinberger Asset Management, Inc 55.099 4,67 10.810 7,53
2026-04-07 13F Farther Finance Advisors, LLC 558.234 27,37 109.788 31,16
2026-04-24 13F Essex Financial Services, Inc. 85.973 1,32 16.868 4,09
2026-04-28 13F Nbt Bank N A /ny 97.605 4.454,60 19.150 2,28
2026-05-04 13F Westside Investment Management, Inc. 2.936 154,86 577 161,82
2026-05-13 13F Owl Creek Wealth Partners LLC 25.052 4.915
2026-05-13 13F Choate Investment Advisors 11.599 1,49 2.276 4,26
2026-05-15 13F Glen Eagle Advisors, LLC 3.410 1,61 669 4,53
2026-05-05 13F Capital Investment Advisory Services, LLC 119.301 8,57 23.407 11,54
2026-05-11 13F Montis Financial, LLC 1.935 380
2026-04-08 13F Stephens Group Asset Management, Llc 985.079 1,41 193.272 4,17
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 17.295 10,03 3.519 17,19
2026-05-01 13F Kraft, Davis & Associates, LLC 16.986 17,26 3.508 23,22
2026-04-17 13F Fifth Third Wealth Advisors LLC 19.235 28,93 3.774 32,43
2026-05-13 13F Mariner, LLC 5.060.711 0,11 992.805 2,82
2026-04-21 13F Sims Investment Management, Llc 22.747 4.463
2026-04-17 13F Greenbush Financial Group, LLC 101.959 17,64 20.004 20,85
2026-04-20 13F Payne Capital LLC 37.113 7.282
2026-05-14 13F EP Wealth Advisors, Inc. 8.418.734 6,35 1.651.756 9,25
2026-05-04 13F Envestnet Asset Management Inc 22.591.492 11,38 4.432.451 14,42
2026-05-01 13F Sovran Advisors, LLC 15.875 1,02 3.283 5,29
2026-05-07 13F Crewe Advisors LLC 1.180 2,61 232 5,48
2026-04-20 13F Penobscot Wealth Management 4.252 1,12 834 3,86
2026-05-07 13F Sage Financial Group Inc 353.628 0,12 69.382 2,85
2026-05-19 13F Paragon Private Wealth Management, LLC 12.132 13,27 2.380 16,38
2026-05-13 13F Visionary Wealth Advisors 107.454 0,92 21.082 3,67
2026-05-08 13F Zinnia Wealth Advisory, LLC 15.478 24,91 3.037 28,32
2026-05-14 13F Novak & Powell Financial Services, Inc. 27.015 0,06 5.300 2,79
2026-04-13 13F Cyndeo Wealth Partners, LLC 52.265 3,56 10.254 6,39
2026-04-28 13F DGS Capital Management, LLC 5.102 14,57 1.001 17,65
2026-04-30 13F Graetz Wealth LLC 7.312 49,96 1.435 54,03
2026-04-16 13F Brookstone Capital Management 1.069.631 3,13 209.862 5,94
2026-05-14 13F PlanVest Financial, Inc 1.253 246
2026-04-21 13F Claro Advisors LLC 2.908 96,49 570 102,13
2026-04-29 13F Patron Partners Advisors, Llc 5.516 1,10 1.082 3,84
2026-05-08 13F Oath Planning, LLC 19.224 20,17 3.772 23,44
2026-04-13 13F Lake Street Financial Llc 261.740 3,82 51.349 6,64
2026-04-13 13F St Germain D J Co Inc 13.345 1,43 2.618 4,22
2026-04-23 13F BLVD Private Wealth, LLC 8.595 17,50 1.686 20,69
2026-05-11 13F Allianz Se 1.430 8,01 281 11,11
2026-04-29 13F Cambridge Capital Management, Llc 181.469 2,98 35.604 5,79
2026-04-20 13F Apella Capital, LLC 228.625 11,56 46.694 19,30
2026-04-02 13F Hilltop National Bank 16.160 0,32 3.171 3,06
2026-05-12 13F Bbr Partners, Llc 8.241 1,84 1.617 4,60
2026-05-12 13F Thoroughbred Financial Services, Llc 16.400 3,16 3 0,00
2026-04-21 13F Mesirow Financial Investment Management, Inc. 208.072 33,22 40.824 36,86
2026-05-04 13F Lutz Financial Services LLC 84.821 3,71 16.642 6,54
2026-04-21 13F Kingsman Wealth Management, Inc. 2.185 0,55 429 3,13
2026-05-13 13F Schoolcraft Capital LLC 2.250 0,04 441 2,80
2026-04-13 13F Amplius Wealth Advisors, LLC 7.462 4,58 1.464 7,49
2026-05-15 13F Fwl Investment Management, Llc 2.350 3,16 461 5,98
2026-01-29 13F Comerica Bank 220.254 0,74 42.066 3,18
2026-04-21 13F Columbus Macro, LLC 8.126 0,54 1.594 3,31
2026-04-23 13F Ellenbecker Investment Group 1.678 39,95 329 43,67
2026-04-27 13F Reynders McVeigh Capital Management, LLC 1.159 0
2026-04-30 13F Verdence Capital Advisors LLC 36.886 3,93 7.237 6,76
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 2.221 436
2026-04-15 13F Parsons Capital Management Inc/ri 20.560 7,69 4.034 10,61
2026-05-04 13F Principal Financial Group Inc 19.360 7,58 3.799 10,50
2026-05-07 13F Grandview Asset Management LLC 49.356 51,08 9.787 56,87
2026-05-15 13F TRUE Private Wealth Advisors 8.132 18,54 1.596 21,76
2026-05-12 13F Ballast Advisors Llc 1.028 0,29 0 -100,00
2026-05-06 13F May Hill Capital, LLC 7.547 0,05 1.481 2,78
2026-04-28 13F Southern Michigan Bank & Trust 361 71
2026-04-22 13F Phoenix Wealth Advisors 1.050 206
2026-04-08 13F Pioneer Wealth Management Group 20.154 0,14 3.954 2,89
2026-04-23 13F Cornerstone Wealth Management, LLC 61.925 3,43 12.150 6,25
2026-04-27 13F Ethic Inc. 2.819 553
2026-04-28 13F Cohen Investment Advisors LLC 6.973 7,16 1.368 10,14
2026-04-24 13F American Institute for Advanced Investment Management, LLP 12.945 7,82 2.540 10,78
2026-05-06 13F Simon Quick Advisors, Llc 662.211 5,38 129.926 8,25
2026-05-19 13F McIlrath & Eck, LLC 304.419 3,48 59.727 6,30
2026-04-27 13F Baer Investment Advisory LLC 9.089 1.783
2026-05-12 13F Liberty Wealth Management Llc 14.893 4,87 2.927 7,89
2026-05-14 13F Vident Advisory, LLC 1.932 4,77 379 7,67
2026-04-23 13F Fairway Wealth LLC 545 107
2026-02-13 13F Colony Group, LLC 4.312.622 34,32 823.615 37,52
2026-05-06 13F Bessemer Group Inc 566.895 10,53 111 14,43
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 542.399 0,49 106.419 3,23
2026-05-01 13F International Assets Investment Management, Llc 9.553 8,98 1.879 12,19
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 21.815 2,00 4.280 4,80
2026-05-14 13F Atomi Financial Group, Inc. 153.115 19,83 30.041 23,10
2026-04-28 13F Altfest L J & Co Inc 2.092 16,42 411 19,53
2026-04-30 13F Texas Bank & Trust Co 5.618 14,23 1.102 17,36
2026-05-01 13F Granite Bay Wealth Management, LLC 2.600 510
2026-04-28 13F Bfsg, Llc 1.270 51,01 249 55,63
2026-05-15 13F Gateway Wealth Partners, LLC 69.262 152,85 13.589 159,78
2026-05-11 13F Cornerstone Planning, LLC 1.774 24,06 348 27,47
2026-05-15 13F Estate Counselors, LLC 35.593 652,81 6.983 673,31
2026-05-13 13F GSG Advisors LLC 3.261 0,56 640 3,23
2026-04-21 13F Towneley Capital Management, Inc / DE 1.836 0,55 360 3,45
2026-04-03 13F Global Wealth Strategies & Associates 2.460 1,99 483 4,78
2026-05-07 13F EPG Wealth Management LLC 773 0,39 152 2,72
2026-05-08 13F Coldstream Capital Management Inc 1.792.680 3,62 351.724 6,45
2026-05-18 13F Wilson & Boucher Capital Management, LLC 20.487 4,65 4.020 7,52
2026-04-21 13F Northern Lights Advisors, Inc. 23.417 7,34 4.594 10,27
2026-04-15 13F City Holding Co 806 7,90 158 11,27
2026-04-09 13F Noble Family Wealth, LLC 246.791 2,62 48.420 5,42
2026-04-28 13F Canvas Wealth Advisors, LLC 9.185 3,20 1.802 6,06
2026-04-10 13F Waldron Private Wealth LLC 1.791.053 13,27 351.405 16,36
2026-04-01 13F BancFirst Trust & Investment Management 2.462 24,34 475 25,00
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 58.856 1,99 11.547 4,77
2026-05-08 13F/A JPL Wealth Management, LLC 756 148
2026-05-12 13F Tme Financial, Inc. 13.540 3,55 2.657 6,37
2026-05-07 13F Oak Harbor Wealth Partners, Llc 11.374 125,05 2.232 131,19
2026-05-11 13F GenWealth Group, Inc. 16.586 16,98 3.254 16,97
2026-04-13 13F Gibraltar Capital Management, Inc. 16.950 2,27 3.326 5,06
2026-04-23 13F Embree Financial Group 8.209 0,17 1.611 2,88
2026-04-29 13F Marino, Stram & Associates Llc 177.091 0,82 34.745 3,57
2026-06-02 13F Blue Edge Capital, LLC 316.399 3,62 62.077 6,45
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 1.158 223,46 227 233,82
2026-04-29 13F Cary Street Partner Investment Advisory Llc 30.513 26,44 5.987 29,90
2026-04-27 13F Arrien Investments, Inc. 31.736 54,58 6.227 58,79
2026-05-06 13F Fort Sheridan Advisors Llc 6.430 7,22 1.262 10,13
2026-05-12 13F IPG Investment Advisors LLC 39.288 4,36 7.708 7,20
2026-04-16 13F Diversified Trust Co 20.077 1,05 3.939 3,82
2026-04-17 13F Summit Wealth Partners, LLC 4.722 16,77 926 19,95
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 479 67
2026-05-15 13F National Bank Of Canada /fi/ 2.907 25,52 570 28,96
2026-05-04 13F IFC Advisors LLC 585.861 2,47 114.946 5,26
2026-05-07 13F TCTC Holdings, LLC 1.378 15,99 270 19,47
2026-05-11 13F Sage Mountain Advisors LLC 29.537 47,58 5.795 51,62
2026-04-16 13F Clark Asset Management, LLC 512.049 11,83 100.464 14,89
2026-05-15 13F/A EverSource Wealth Advisors, LLC 638.267 81,80 125.228 86,77
2026-05-13 13F Alliance Wealth Advisors, LLC 57.389 1,78 11.260 4,55
2026-05-08 13F Truepoint, Inc. 9.941 0,15 1.950 2,90
2026-05-18 13F Strategic Investment Advisors / MI 257.162 9,37 50.457 12,35
2026-05-07 13F Virtue Capital Management, LLC 1.194 13,82 230 13,86
2026-02-13 13F Sei Investments Co 3.765.710 3,00 719.209 5,48
2026-05-08 13F Sofos Investments, Inc. 2.919 0,07 573 2,69
2026-04-21 13F Sequent Planning LLC 2.870 22,28 563 25,67
2026-05-12 13F Innovative Asset Advisors Group, LLC 92 18
2026-05-15 13F Integrated Wealth Concepts LLC 180.138 123,80 35.343 129,92
2026-05-07 13F Sagespring Wealth Partners, Llc 4.886 7,29 959 10,24
2026-04-27 13F Nixon Peabody Trust Co 11.093 2,10 2.176 4,87
2026-04-07 13F Eastern Bank 2.019 39,43 396 43,48
2026-04-22 13F Avise Financial Cooperative, Inc. 30.727 3,68 6.029 6,50
2026-05-14 13F Bank Of Nova Scotia 24.570 4.821
2026-04-15 13F Wealthcare Capital Partners, LLC 6.692 3,13 1.313 5,89
2026-04-15 13F Cypress Financial Planning Llc 3.952 7,48 775 10,24
2026-04-15 13F Aspen Investment Management Inc 1.820 0,83 0
2026-05-01 13F Mutual Advisors, LLC 128.253 2,01 25.163 4,79
2026-04-20 13F Morton Brown Family Wealth, LLC 375 0,27 74 2,82
2026-05-08 13F Indie Asset Partners, LLC 3.269 14,94 641 18,05
2026-05-15 13F Carret Asset Management, Llc 21.679 0,43 4.253 3,18
2026-05-01 13F DMKC Advisory Services, LLC 15.739 58,87 3.088 63,21
2026-05-13 13F Headlands Technologies LLC 2.347 460
2026-04-14 13F Peak Wealth Management LLC 1.033 203
2026-05-15 13F Ehrenkranz Partners L.P. 13.012 0,06 2.553 2,82
2026-05-15 13F Pettyjohn, Wood & White, Inc 1.246 0,48 244 3,39
2026-04-15 13F Verum Partners LLC 10.921 0,43 2.143 3,18
2026-04-23 13F DiPaolo Financial Group, Inc. 89.604 22,64 17.580 25,99
2026-05-11 13F Sargent Investment Group, LLC 1.292 253
2026-05-12 13F Red Reef Advisors Llc 2.138 0,38 419 3,20
2026-05-15 13F Point72 Asset Management, L.P. Call 27.300 1.037,50 5.356 1.069,43
2026-05-12 13F Hrc Wealth Management, Llc 1.229 241
2026-05-15 13F Point72 Asset Management, L.P. Put 16.000 384,85 3.139 398,25
2026-05-21 13F BankChampaign, National Association 114 22
2026-04-23 13F Oppenheimer & Co Inc 100.270 51,20 19.673 55,33
2026-02-13 13F Nicolet Advisory Services, Llc 62.921 12,67 12.389 18,53
2026-04-17 13F Cora Capital Advisors Llc 75.208 48,17 14.756 52,21
2026-05-07 13F Rothschild Investment Llc 2.687 0,19 527 2,93
2026-04-10 13F Harpswell Capital Advisors, LLC 4.425 12,74 868 15,89
2026-05-05 13F Fisher Asset Management, LLC 11.724 33,77 2.300 37,48
2026-05-15 13F Transamerica Financial Advisors, Inc. 11.624 95,36 2.281 100,70
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 236.087 2,86 46.320 5,66
2026-02-10 13F Vantus Wealth LLC 1.670 319
2026-04-22 13F Gerber, Llc 6.196 0,05 1.216 2,79
2026-05-14 13F Rhodes Investment Advisors Inc /adv 1.840 34,31 361 38,31
2026-01-16 13F Trust Co Of Vermont 8.152 3,69 1.557 6,14
2026-04-16 13F CWC Advisors, LLC. 5.014 6,84 984 9,71
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 4.769 0,19 936 2,86
2026-04-28 13F Bogart Wealth, LLC 3.500 5,55 687 8,37
2026-05-14 13F Evoke Wealth, Llc 364.990 0,83 71.611 3,58
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 79.065 2,63 15.513 5,42
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 2.344 0,30 483 8,07
2026-04-16 13F Westmount Partners, LLC 3.663 0,03 719 2,72
2026-04-27 13F PAX Financial Group, LLC 10.615 217,24 2.083 225,82
2026-05-04 13F WJ Financial Advisors LLC 1.157 0,35 227 2,73
2026-05-13 13F Natixis Advisors, L.p. 463.860 11,52 91 15,19
2026-05-13 13F Fsb Premier Wealth Management, Inc. 1.700 334
2026-05-05 13F Clear Harbor Asset Management, LLC 1.436 18,48 282 21,65
2026-04-30 13F Madison Wealth Partners, Inc 2.903 2,58 570 5,37
2026-04-13 13F Breachway Investments LLC 2.015 0,15 396 3,13
2026-04-16 13F Tactive Advisors, LLC 1.899 2,37 373 5,08
2026-05-07 13F Alchemi Wealth, LLC 1.031 202
2026-04-23 13F TFC Financial Management 5.977 19,09 1.173 22,34
2026-05-11 13F Guardian Capital, LLC 6.624 67,74 1.300 72,28
2026-04-16 13F Genesis Private Wealth, Llc 2.756 2,38 541 5,06
2026-05-12 13F Rsm Us Wealth Management Llc 2.176.884 2,78 427.103 4,83
2026-05-07 13F Florida Financial Advisors, Llc 44.306 10,23 8.693 14,05
2026-04-06 13F Private Client Services, Llc 4.057 0,82 796 3,52
2026-05-08 13F Capital Developers, LLC 2.664 0,11 523 2,76
2026-05-15 13F JT Stratford LLC 3.548 5,03 696 7,91
2026-05-13 13F Strategic Financial Concepts, LLC 21.636 825,01 4.245 851,79
2026-05-15 13F Tradition Wealth Management, LLC 13.331 3,53 2.616 6,34
2026-05-08 13F Vanguard Advisers Inc 430.459 84.456
2026-04-20 13F Dagco, Inc. 672 5,99 132 8,26
2026-05-14 13F Camarda Financial Advisors, LLC 11.249 1,38 2.207 4,15
2026-05-12 13F Colonial Trust Co / SC 10.770 32,67 2.113 36,32
2026-05-13 13F Yarger Wealth Strategies, Llc 32.089 4,35 6.296 7,19
2026-04-22 13F Advocate Investing Services LLC 4.125 0,10 809 2,80
2026-04-27 13F AMG Asset Management Group, Inc. 4.749 932
2026-04-13 13F Massmutual Trust Co Fsb/adv 2.733 14,88 536 18,06
2026-04-17 13F High Net Worth Advisory Group LLC 15.166 2,99 2.976 5,80
2026-04-21 13F Northeast Investment Management 22.354 2,76 4.386 5,56
2026-05-14 13F Macro Advisors, Inc. 56.409 11.068
2026-04-28 13F Belpointe Asset Management LLC 21.355 6,78 4.190 9,69
2026-05-27 13F Allen Capital Group, LLC 3.422 0,32 671 3,07
2026-04-07 13F Fragasso Group Inc. 1.697 46,29 336 51,58
2026-04-13 13F Catalyst Private Wealth, Llc 26.915 3,58 5.281 6,39
2026-05-13 13F Monetary Management Group Inc 1.780 270,83 349 283,52
2026-04-21 13F J.M. Arbour, LLC 2.067 14,26 406 17,39
2026-05-01 13F UNIVEST FINANCIAL Corp 61.450 13,80 12.057 16,90
2026-05-11 13F Financial Perspectives, Inc 7.582 1,54 1.488 4,28
2026-05-15 13F Chilton Investment Co Llc 53.852 10.566
2026-05-14 13F Mission Creek Capital Partners, Inc. 7.339 1,79 1.440 4,58
2026-04-21 13F Pinnacle Associates Ltd 48.815 0,51 9.577 3,26
2026-04-29 13F Stenger Family Office, LLC 1.095 215
2026-04-24 13F Peoples Bank /oh 3.769 143,48 739 150,51
2026-04-21 13F Everpar Advisors Llc 30.267 117,31 5.938 123,23
2026-05-06 13F Crescent Grove Advisors, LLC 6.853 11,39 1.344 14,48
2026-04-21 13F Nemes Rush Group LLC 1.737 33,21 341 36,55
2026-04-28 13F Journey Beyond Wealth, LLC 33.261 0,62 6.526 3,36
2026-05-13 13F Dickmeyer Boyce Financial Management, Inc. 17.515 3.436
2026-05-13 13F Hudock, Inc. 5.874 8,68 1.153 11,63
2026-05-08 13F Firestone Capital Management 115.253 2,15 22.613 4,94
2026-04-21 13F Delap Wealth Advisory, Llc 1.823 0,55 358 3,18
2026-05-13 13F Kovitz Investment Group Partners, LLC 2.805 41,45 550 45,50
2026-05-04 13F Brickley Wealth Management 644.008 0,41 126.354 3,15
2026-04-23 13F Next Level Private LLC 12.706 0,36 2.493 3,10
2026-04-23 13F Prosperity Advisers, LLC 82.448 1,19 16.176 3,95
2026-05-15 13F X-Square Capital, LLC 5.001 31,23 1
2026-04-20 13F Global Financial Private Client, LLC 6.666 2,68 1.308 5,49
2026-05-13 13F Edmond De Rothschild Holding S.a. 73 14
2026-05-13 13F Argent Trust Co 30.990 3,68 6.080 6,52
2026-04-24 13F Sage Investment Counsel LLC 1.867 14,54 366 17,68
2026-02-17 13F Running Point Capital Advisors, LLC 320 0,31 61 3,39
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 265.923 0,02 52.174 2,75
2026-03-09 13F Lifetime Wealth Management P.C. 33 385
2026-05-05 13F Sherman Asset Management, Inc. 935 43,40 183 47,58
2026-05-06 13F SK Wealth Management, LLC 1.932 15,55 382 14,71
2026-05-01 13F Hantz Financial Services, Inc. 4.372 9,46 1
2026-04-14 13F GoalFusion Wealth Management, LLC 44.766 3,21 8.783 6,04
2026-05-07 13F Jefferson Bridge Capital, LLC 25.810 2,51 5.064 5,28
2026-05-11 13F OpenArc Corporate Advisory, LLC 75.694 4,57 14.851 7,42
2026-05-11 13F Partners in Financial Planning 307.188 0,76 60.270 3,51
2026-04-21 13F Maltin Wealth Management, Inc. 1.280 1,19 251 4,15
2026-04-22 13F Lam Group, Inc. 5.602 31,04 1.099 34,68
2026-05-11 13F Wealth Management Strategies, Inc. 55.813 8,11 10.950 11,05
2026-05-08 13F Strategic Financial Services, Inc, 1.581 310
2026-05-01 13F Capital City Trust Co/fl 1.046 205
2026-05-07 13F Basepoint Wealth LLC 462 0,65 91 3,45
2026-04-16 13F Beese Fulmer Investment Management, Inc. 8.704 19,87 1.688 23,48
2026-05-07 13F Next Capital Management LLC 3.453 13,92 677 17,13
2026-04-28 13F Life Planning Partners, Inc 3.726 0,03 731 2,67
2026-05-14 13F Battery Global Advisors, LLC 6.113 66,11 1.199 7,92
2026-04-22 13F Harbor Asset Planning, Inc. 24.801 4,56 4.866 7,42
2026-05-18 13F Vestwell Advisors, LLC 9.797 12,69
2026-05-13 13F May Barnhard Investments LLC 39.454 18,50 7.741 21,74
2026-04-23 13F Summit Wealth Group Llc / Co 25.752 15,93 5.053 19,09
2026-05-12 13F Atlantic Union Bankshares Corp 15.938 0,15 3.127 2,90
2026-04-30 13F Forza Wealth Management, LLC 15.037 7,39 2.950 10,32
2026-04-09 13F Brown Wealth Management, Llc 98.675 8,90 19.360 11,88
2026-05-06 13F Pekin Hardy Strauss, Inc. 10.325 3,30 2.026 6,13
2026-05-05 13F Frisch Financial Group, Inc. 192.733 31,18 37.814 34,76
2026-05-15 13F Cresset Asset Management, LLC 327.253 28,04 64.207 31,53
2026-04-13 13F Affinity Capital Advisors, LLC 306.490 1,07 60.133 3,82
2026-05-08 13F STAR Financial Bank 121.854 16,54 23.908 19,71
2026-05-12 13F TIAA Wealth Investment Management LLC 6.888 1.330
2026-05-13 13F NFP Retirement, Inc. 166.576 6,38 32.682 9,29
2026-04-03 13F Hickory Point Bank & Trust 20 4
2026-04-27 13F Albion Financial Group /ut 139 18,80 27 22,73
2026-05-07 13F Hanover Advisors Inc 11.357 1,93 2.228 4,70
2026-05-14 13F Caisse De Depot Et Placement Du Quebec 2.586.209 147,25 507.414 153,99
2026-04-28 13F Umpqua Bank 1.595 10,84 313 13,87
2026-05-01 13F New Republic Capital, LLC 2.999 0,27 588 2,98
2026-05-07 13F Dravo Bay Llc 45.191 3,29 8.867 6,10
2026-04-22 13F Capital Management Associates, Inc 7.660 0,13 1.503 2,81
2026-05-14 13F Rubicon Advisors, GP 1.587 8,55 311 11,47
2026-05-11 13F Wells Fargo & Company/mn 8.492.812 3,05 1.666.290 5,86
2026-05-15 13F Fmr Llc 4.544.984 0,49 891.726 3,23
2026-04-24 13F Private Advisor Group, LLC 1.084.070 1,35 212.694 4,12
2026-04-28 13F BLB&B Advisors, LLC 55.935 13,62 10.974 16,72
2026-05-14 13F Legacy Bridge, LLC 662 27,06 130 30,30
2026-05-08 13F Glenview Trust Co 20.898 2,51 4.100 5,32
2026-05-22 13F WNY Asset Management, LLC 7.059 5,75 1.385 11,33
2026-04-24 13F Abacus Wealth Partners, LLC 1.846 362
2026-05-12 13F PCM Encore, LLC 15.255 34,07 2.993 37,74
2026-04-30 13F Owen LaRue, LLC 4.390 44,41 861 48,45
2026-05-15 13F Larson Financial Group LLC 11.393 0,53 2.235 3,28
2026-04-28 13F RHS Financial, LLC 1.427 2,88 280 5,68
2026-04-13 13F White Wing Wealth Management 2.403 5,07 472 8,03
2026-05-12 13F Bank of Jackson Hole Trust 29.636 11,10 5.815 14,13
2026-05-14 13F Plum Street Advisors, LLC 84.834 1,44 16.644 4,20
2026-04-23 13F Macco Financial Group, Inc. 36.196 7.102
2026-04-29 13F Cahaba Wealth Management, Inc. 1.382 0,14 271 3,04
2026-04-27 13F Kelman-Lazarov, Inc. 15.777 1,56 3.095 4,35
2026-05-12 13F Benjamin Edwards Inc 82.001 16,02 16.103 19,19
2026-04-24 13F Root Financial Partners, LLC 33.431 29,68 6.559 33,23
2026-04-08 13F Prospera Capital Management, LLC 18.197 5,40 3.570 8,28
2026-04-20 13F Hoge Financial Services, Llc 67.085 0,92 13.162 3,68
2026-05-07 13F One Charles Private Wealth Services, LLC 99.648 5,47 19.551 8,35
2026-04-22 13F Krm Wealth Management L.l.c. 1.107 217
2026-05-18 13F Centaurus Financial, Inc. 14.583 8,46 3 0,00
2026-04-29 13F CVA Family Office, LLC 6.308 1,33 1.238 4,12
2026-05-01 13F Towercrest Capital Management 3.207 0,63 629 3,45
2026-05-13 13F Dynamic Wealth Strategies, LLC 58.671 0,85 11.511 3,61
2026-05-15 13F Veridan Wealth LLC 15.110 0,59 2.964 3,35
2026-05-13 13F Balanced Rock Investment Advisor 4.120 8,65 808 11,60
2026-04-13 13F Newman Dignan & Sheerar, Inc. 2.535 0,28 497 3,11
2026-04-22 13F Formidable Asset Management, LLC 1.472 0,55 281 3,31
2026-04-21 13F E&G Advisors, LP 78.142 3,50 15.327 6,33
2026-04-17 13F Sovereign Financial Group, Inc. 118.631 5,95 23.275 8,84
2026-05-13 13F Mainsail Asset Management, Llc 215.626 0,31 42.306 3,05
2026-04-08 13F Wealthspan Partners, Llc 133.125 0,67 26.119 3,41
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 2.882 565
2026-05-04 13F 1st Source Bank 5.517 7,27 1.082 10,18
2026-04-22 13F Hurlow Wealth Management Group, Inc. 14.622 9,51 2.869 12,47
2026-04-29 13F Ascent Advisors, LLC 1.920 377
2026-05-14 13F Aspen Grove Capital, LLC 15.425 0,23 3.027 2,96
2026-04-17 13F Burns J W & Co Inc/ny 6.904 0,66 1.355 3,36
2026-04-24 13F Saxony Capital Management, LLC 2.962 3,89 581 6,80
2026-05-15 13F J. Goldman & Co LP 8.754 1.718
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 3.188 3,88 626 6,66
2026-05-20 13F Cadia Private Client LLC 1.066 0,09 209 2,96
2026-05-15 13F Armis Advisers, LLC 9.864 4,77 2.055 12,23
2026-06-04 13F Midwest Financial Network, LLC 1.384 272
2026-05-06 13F Barings Llc 92.190 18.088
2026-04-20 13F Godsey & Gibb Associates 153 13,33 30 20,00
2026-05-05 13F Helium Advisors LLC 7.846 1,20 1.539 3,99
2026-05-06 13F VSM Wealth Advisory, LLC 60.711 10,31 11.911 13,32
2026-04-21 13F Mayfair Advisory Group, LLC 111.824 8,40 21.940 10,31
2026-04-27 13F FF Advisors,LLC 67.822 11,83 13.843 19,50
2026-05-15 13F Vawter Financial, Ltd. 6.814 0,09 1.337 2,77
2026-05-13 13F Ubs Asset Management Americas Inc 190.378 602,97 37.352 622,20
2026-04-30 13F Sonata Capital Group Inc 1.290 0,08 253 2,85
2026-05-14 13F/A Leo H. Evart, Inc. 29.980 47,08 5.882 109,25
2026-04-14 13F Approach Retirement Advisors, LLC 5.931 5,31 1.164 8,19
2026-05-15 13F Advisor Group Holdings, Inc. 2.563.530 8,32 503.123 11,27
2026-04-17 13F RFG Advisory, LLC 108.700 3,52 21.327 6,35
2026-05-12 13F Cahill Financial Advisors Inc 273.007 10,45 53.564 13,46
2026-04-14 13F Patriot Investment Management Inc. 10.328 0,30 2.026 3,05
2026-05-15 13F Royal Bank Of Canada 5.815.364 0,59 1.140.976 3,34
2026-04-15 13F Horizon Financial Services, Llc 0 0
2026-04-29 13F Tilson Financial Group, Inc. 3.394 0,12 666 2,78
2026-05-01 13F Fifth Third Bancorp 458.170 73,53 89.893 78,26
2026-05-11 13F Fairscale Capital, LLC 6.978 39,81 1.369 43,65
2026-05-06 13F LPL Financial LLC 11.180.221 4,08 2.193.559 6,92
2026-04-09 13F Wedmont Private Capital 61.097 86,27 12.340 93,93
2026-05-08 13F Opus Financial Solutions LLC 13.274 15,20 2.604 18,36
2026-05-05 13F Good Harbor Advisors, Inc. 5.858 1,14 1.150 3,89
2026-05-04 13F King Wealth 47.280 22,27 9 28,57
2026-04-29 13F Burney Co/ 2.787 3,76 547 6,43
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 12.525 2.457
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