Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Index Funds - Vanguard Large-Cap ETF eröffnet haben, gehören Vanguard Global Advisers, LLC, Tiaa-cref Individual & Institutional Services, Llc, Henson-Edgewater Management, LLC, TRB Wealth Management, LLC, AssuredPartners Investment Advisors, LLC, TIAA Wealth Investment Management LLC, Vanguard National Trust Co, Vanguard Advisers Inc, Flower City Capital, XTX Topco Ltd, Retirement Planning Group, Innovative Asset Advisors Group, LLC, Merited Wealth, LLC, Chilton Investment Co Llc, Clearview Wealth Management LLC, MBM Wealth Consultants, LLC, 71 West Capital Partners, Triad Wealth Partners, LLC, Junk Investment Group, LLC, und OFS Enterprise LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 4.300 | 10,26 | 1.285 | 4,73 | |||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.749 | 1,18 | 822 | -3,98 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 2.177 | 119,46 | 651 | 108,33 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 2.000 | 100,00 | 598 | 90,13 | |||
| 2026-05-13 | 13F | Cynosure Management, Llc | 1.362 | 0,29 | 407 | -4,68 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 60.322 | 0,68 | 18.027 | -4,42 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 1.492 | 0 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 172 | 54 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 67 | 20 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 159.809 | 0,86 | 47.759 | -4,25 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6.078 | 0,98 | 1.816 | -4,12 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 385.016 | 1,29 | 115.062 | -3,85 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 10.348 | 0,10 | 3.093 | -4,98 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 42.027 | 5,49 | 12.650 | 0,87 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 8.278 | 0,07 | 2.474 | -4,99 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 178.447 | 4,16 | 53.329 | -1,11 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 529.356 | 4,07 | 158.198 | -1,21 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 3.064 | 0,29 | 916 | -4,79 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 1.003 | 18,28 | 300 | 12,41 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 44.677 | 146,34 | 13.352 | 133,86 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 264.311 | 0,62 | 78.801 | -4,47 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 24 | 7 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 7 | 2 | ||||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 164 | 49 | ||||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 1.469 | 0,27 | 439 | -4,77 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 90.161 | 3,28 | 27 | -3,70 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 187.507 | 56.036 | ||||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 4.004.337 | 1.196.696 | ||||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 4.957 | 0,16 | 1.481 | -4,88 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 2.180 | 651 | ||||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 1.709 | 0,29 | 511 | -4,85 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 2.017 | 1,66 | 603 | -3,53 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 3.076 | 0,82 | 919 | -4,27 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 434.849 | 129.955 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3.463 | 0,76 | 1.035 | -4,44 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 34.317 | 11,59 | 10.256 | 5,93 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2.370 | 708 | ||||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 683 | 204 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 194.297 | 2,14 | 58.066 | -2,80 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 163.842 | 2,05 | 49 | -4,00 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 1.145 | 0,26 | 342 | -4,74 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 121.493 | 2,80 | 36.308 | -2,40 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1.008 | 0,30 | 301 | -4,75 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 20.950 | 7,45 | 6.261 | 2,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-04-08 | 13F | David J Yvars Group | 3.802 | 0,03 | 1.136 | -5,02 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 790 | 236 | ||||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 10.600 | 0,76 | 3.168 | -4,35 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 66.145 | 0,80 | 19.768 | -4,30 | ||||
| 2026-05-15 | 13F | Royal Capital Wealth Management, LLC | 827 | 0,24 | 247 | -4,63 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 2.459 | 735 | ||||||
| 2026-05-12 | 13F | Athena Investment Management | 9.063 | 19,39 | 2.708 | 13,35 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 7.416 | 2.216 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 157.973 | 46,41 | 47 | 42,42 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 168.552 | 0,83 | 50.372 | -4,28 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 914 | 1,44 | 273 | -3,53 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 5.912 | 1,51 | 1.767 | -3,66 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.146 | 12,47 | 641 | 6,83 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 364.547 | 1,87 | 108.945 | -3,29 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 2.555.957 | 1,76 | 763.848 | -3,40 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1.166 | -13,90 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 389 | 0,26 | 116 | -4,92 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 526 | 16,89 | 157 | 11,35 | ||||
| 2026-04-21 | 13F | Maseco Llp | 5.869 | 2,43 | 1.753 | -2,77 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 45.143 | 0,88 | 13.491 | -4,23 | ||||
| 2026-05-18 | 13F | Strategic Planning, Inc. | 1.074 | 0,28 | 321 | -5,04 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 13.725 | 91,50 | 4.131 | 83,11 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 5.256 | 26,71 | 1.571 | 20,31 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 1.784 | 0,06 | 533 | -4,99 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 6.640 | 5,01 | 1.984 | -0,30 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 117.760 | 35.193 | ||||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 1.094 | 0,27 | 327 | -4,96 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1.278 | 0,24 | 382 | -4,74 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 5.774 | 0,09 | 1.818 | 2,31 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 22.074 | 0,02 | 6.597 | -5,05 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 2 | 100,00 | 1 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 10.798 | 26,86 | 3.227 | 20,42 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 1.191 | 356 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 4.047.513 | 83,47 | 1.209.599 | 74,17 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 5 | 2 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 722 | 216 | ||||||
| 2026-04-08 | 13F | Grove Bank & Trust | 489 | 33,61 | 146 | 26,96 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 2.200 | 657 | |||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 0 | |||||||
| 2026-05-06 | 13F | Assetmark, Inc | 44.189 | 82,92 | 13.206 | 73,66 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 810 | 242 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 394 | 118 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 794 | 4,34 | 237 | -0,84 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 10.729 | 25,22 | 3.206 | 18,87 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 788 | 0,25 | 235 | -4,86 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 903 | 0,11 | 270 | -4,95 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 3.442 | 11,39 | 1.029 | 5,76 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 6.363 | 0,11 | 1.902 | -4,95 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 1.758 | 0,11 | 525 | -4,89 | ||||
| 2026-05-13 | 13F | Capital Research Global Investors | 740 | 215 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 5.450 | 1,23 | 1.629 | -3,90 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 945 | 0,32 | 282 | -4,73 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 2.376 | 162,83 | 710 | 150,00 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 448 | 134 | ||||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 25.175 | 0,62 | 7.524 | -4,47 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.956 | 1,48 | 883 | -3,60 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1.055 | 0,19 | 315 | -4,83 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 16.356 | 0,01 | 4.888 | -5,07 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10.522 | 12,41 | 3.312 | 14,96 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 212.324 | 1,83 | 63.453 | -3,32 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 7.316 | 114,48 | 2.187 | 103,73 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 19 | 6 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 843 | 10,78 | 252 | 5,02 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 188 | 1.466,67 | 56 | 1.766,67 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 3.617 | 0,28 | 1.081 | -4,76 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 803 | 20,39 | 240 | 14,35 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1.023 | 306 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 1.322 | 0,08 | 395 | -4,82 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 211.235 | 1,70 | 63.128 | -3,45 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 844.862 | 4,81 | 252.419 | -0,52 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 849 | 0,35 | 254 | -4,89 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 429.065 | 0,62 | 128.226 | -4,48 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 759 | 227 | ||||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 1.905 | 8,24 | 569 | 2,71 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2.890 | 4,22 | 864 | -1,03 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 4.495 | 0,36 | 1.415 | 2,61 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 117.038 | 0,38 | 34.977 | -4,71 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 1.646 | 0,12 | 492 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 44.128 | 4,96 | 13.188 | -0,36 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 4.827 | 0,04 | 1 | 0,00 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 164.502 | 2,08 | 49.161 | -3,09 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 708 | 54,59 | 212 | 46,53 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15.460 | 2,36 | 4.620 | -2,82 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2.836 | 0,28 | 848 | -4,83 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 5.515 | 363,45 | 1.648 | 337,14 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 947 | 1,28 | 283 | -3,74 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 5.592 | 5,09 | 1.671 | -0,24 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 70.384 | 0,12 | 22.703 | 1,14 | ||||
| 2026-05-13 | 13F | Rezny Wealth Management, Inc. | 2.159 | 6,09 | 645 | 0,78 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.129 | 12,12 | 0 | |||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 24.320 | 50,61 | 7.268 | 42,99 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 1.577 | 0,06 | 471 | -5,04 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 74.694 | 16,34 | 22 | 10,00 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2.358 | 0,13 | 705 | -4,99 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 3.516 | 0,09 | 1.051 | -4,98 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 9.699 | 9,79 | 2.899 | 4,21 | ||||
| 2026-05-11 | 13F | Commerce Bank | 19.535 | 5,06 | 5.838 | -0,26 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7.040 | 1,34 | 2.104 | -3,75 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 11.838 | 0,01 | 1.673 | -5,00 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 13.350 | 10,94 | 3.990 | 5,31 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 2.279 | 0,71 | 681 | -4,35 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 37.105 | 0,66 | 11.089 | -4,45 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 23.641 | 1,08 | 7.065 | -4,06 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 5.092 | 4,58 | 1.522 | -0,72 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 20.314 | 4,35 | 6.071 | -0,95 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 940 | 0,21 | 281 | -4,75 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 17.897 | 0,55 | 5.349 | -4,55 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 47.955 | 11,08 | 14.331 | 5,45 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 6.470 | 1,36 | 1.933 | -3,78 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 77.840 | 24,35 | 23.263 | 18,05 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 3.912 | 7,18 | 1.169 | 0,86 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 1.409 | 421 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 29.583 | 4,31 | 8.841 | -2,78 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 807.783 | 48,13 | 241.406 | 40,62 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 5.075 | 1.517 | ||||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 2.026 | 0,10 | 605 | -5,02 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10.020 | 1,08 | 3.232 | 2,09 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 3.547 | 254,70 | 1.060 | 237,58 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 53.342 | 20,30 | 16 | 15,38 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 836.558 | 10,70 | 250.006 | 5,09 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 792 | 1,02 | 237 | -4,07 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 6.840 | 5,30 | 2.044 | -0,05 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 26.567 | 3,15 | 7.939 | -2,07 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.970 | 589 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 88.753 | 2,42 | 26.524 | -2,77 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 110.036 | 5,71 | 32.884 | 0,35 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 4.085 | 0,02 | 1.221 | -5,94 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 1.226 | 7,07 | 366 | 1,67 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 17.933 | 0,83 | 5.359 | -4,29 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 131.162 | 43,93 | 39.198 | 36,64 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 743 | 0,41 | 222 | -5,15 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 67.329 | 2,42 | 20.121 | -3,50 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 5.212 | 20,54 | 1.558 | 14,40 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1.162 | 347 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 18.597 | 5.558 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 1.135 | 3,65 | 339 | -1,45 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 902 | 1,81 | 269 | -4,95 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 568 | 0,35 | 170 | -5,06 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9.562 | 2,39 | 3.010 | 4,66 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 11.977 | 2,05 | 3.579 | -3,11 | ||||
| 2026-04-20 | 13F | City State Bank | 2.753 | 0,36 | 823 | -4,75 | ||||
| 2026-05-08 | 13F | Miller Investment Management, LP | 86.744 | 38,02 | 25.923 | 31,02 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3.676 | 19,58 | 1.099 | 13,55 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 2.409 | 0,29 | 720 | -4,89 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 16.581 | 0,01 | 4.955 | -5,06 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 6.458 | 2 | ||||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 10.693 | 12,65 | 3.196 | 6,93 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 5.452 | 0,18 | 1.784 | 3,30 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 16.490 | 3,25 | 4.928 | -1,97 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 1.742 | 4,75 | 521 | -0,57 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 528 | 158 | ||||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10.349 | 0,92 | 3.093 | -4,21 | ||||
| 2026-04-21 | 13F | Creekside Partners | 1.199 | 0,17 | 358 | -4,79 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 47.507 | 2.795,00 | 14.197 | 2.651,36 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 1.425 | 59,22 | 431 | 52,84 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 16.629 | 4,33 | 4.970 | -0,96 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2.419 | 0,04 | 728 | -4,34 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 2.155 | 1,75 | 644 | -3,30 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 3.664 | 0,25 | 1.095 | -4,87 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 2.041 | 8,51 | 643 | 10,88 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 759 | 0,26 | 227 | -6,22 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.114 | 632 | ||||||
| 2026-05-14 | 13F | JustInvest LLC | 1.472 | 63,92 | 440 | 55,67 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 39.608 | 2,12 | 11.837 | -3,06 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 738.555 | 2,89 | 220.717 | -2,32 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 10.357 | 37,60 | 3.101 | 30,86 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 48.453 | 29,18 | 14.482 | 22,65 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 1.383 | 0,07 | 413 | -5,06 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 4.538 | 2,25 | 1.356 | -2,93 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.075 | -5,71 | ||||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9.728 | 5,64 | 2.907 | 0,28 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 34.611 | 0,36 | 10.343 | -4,73 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 722 | 0,28 | 216 | -4,87 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 767 | 0,26 | 229 | -4,58 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 215 | 0,47 | 64 | -4,48 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 21.297 | 5,09 | 6.365 | -0,24 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 4.917 | 0,53 | 1.482 | -5,06 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 28.611 | 3,95 | 8.550 | -1,32 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 3.321 | 0,73 | 992 | -4,34 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1.071 | 53,44 | 320 | 43,50 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 790 | 236 | ||||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 1.221 | 2,35 | 365 | -2,93 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 375 | 112 | ||||||
| 2026-04-13 | 13F | Advocate Group Llc | 90.889 | 9,97 | 27.162 | 4,40 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1.497 | 447 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 1.117 | 64,26 | 352 | 67,94 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 20 | 6 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 30.232 | 0,97 | 9.035 | -4,15 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 48.866 | 2,45 | 14.604 | -2,74 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 689 | 217 | ||||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 2.007 | 600 | ||||||
| 2026-04-24 | 13F | BetterWealth, LLC | 2.208 | 660 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 1.310 | 0,08 | 391 | -5,10 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 822 | 395,18 | 239 | 357,69 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 825 | 4,83 | 247 | -1,60 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 15.741 | 0,18 | 4.704 | -4,89 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1.369.690 | 4,17 | 409.332 | -1,10 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 9.900 | 12,02 | 2.959 | 6,33 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 3.189 | 13,61 | 953 | 7,81 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 899 | 0,22 | 269 | -4,96 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 1.402 | 0,21 | 419 | -4,77 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 2.256 | 7,07 | 674 | 1,66 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 144.988 | 10,44 | 43.330 | 4,85 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3.155 | 38,74 | 943 | 31,75 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.354 | 5,12 | 2.198 | -0,23 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2.000 | 49,48 | 598 | 41,81 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 4.794 | 4,88 | 1.433 | -0,42 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 11.475 | 3.429 | ||||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 1.800 | 39,21 | 538 | 31,94 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.841.612 | 2,91 | 849.216 | -2,30 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2.261 | 11,21 | 676 | 5,63 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 4.765 | 0,63 | 1.424 | -4,43 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 47.767 | 1,78 | 14.275 | -3,38 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 5.188 | 0,43 | 1.550 | -4,67 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 1.129 | 3,58 | 337 | -1,75 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 713 | 6,90 | 213 | 1,91 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 710 | 0,28 | 212 | -4,50 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 5.004 | 51,27 | 1.495 | 43,61 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 29.928 | 14,26 | 8.944 | 8,47 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 31.463 | 0,70 | 10.344 | 5,17 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 85.097 | 7,11 | 25.431 | 1,68 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 27.019 | 36,01 | 8.075 | 29,12 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 603.947 | 2,66 | 180.382 | -2,60 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 4.919 | 4,06 | 1.470 | -1,21 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.540.186 | 8,35 | 460.285 | 2,86 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 4.980 | 0,95 | 1.488 | -4,19 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 3.106 | 0,98 | 928 | -4,13 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2.571 | 0,08 | 768 | -4,95 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 2.395 | 716 | ||||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 44 | 15 | ||||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 1.272 | 9,56 | 327 | -10,68 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 2.368 | 5,10 | 708 | -0,28 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 42.561 | 0,29 | 12.719 | -4,79 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 2.368 | 708 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.227 | 45,43 | 1.056 | 48,80 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 1.292 | 386 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5.841 | 0,46 | 1.746 | -4,64 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 1.240.667 | 5,34 | 370.773 | 0,00 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 17 | 5 | ||||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 0 | 0 | ||||||
| 2026-04-13 | 13F | Farrell Financial LLC | 56.529 | 3,31 | 16.894 | -1,92 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 1.164 | 348 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 51.595 | 0,46 | 15.419 | -4,63 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 3.544 | 36,57 | 1.059 | 29,78 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1.937 | 14,08 | 579 | 8,24 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.960 | 0,24 | 884 | -4,84 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 24.693 | 1,01 | 7.380 | -4,11 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 31.808 | 94,24 | 10.387 | 101,47 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 11.995 | 0,86 | 3.585 | -4,98 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 16.264 | 0,72 | 4.860 | -4,39 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 24.427 | 83,00 | 7.300 | 73,74 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 2.000 | 0,20 | 598 | -4,94 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 1.884 | 4,26 | 563 | -1,06 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 9.665 | 10,88 | 2.888 | 5,25 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 16.273 | 1,59 | 4.863 | -3,55 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 727 | 0 | ||||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 728.167 | 4,39 | 212.144 | -4,21 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 9.259 | 3,36 | 2.767 | -1,84 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 204.185 | 0,27 | 61.021 | -4,81 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 15.770 | 4,53 | 4.713 | -0,76 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 44.747 | 0,72 | 13 | 0,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 81 | 2,53 | 24 | 0,00 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1.892 | 0,05 | 565 | -5,04 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 677 | 0,30 | 202 | -4,72 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.302 | 48,14 | 987 | 40,66 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 1.419 | 479 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 18.235 | 164,39 | 5.450 | 150,99 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.937 | 0,52 | 579 | -4,62 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 4.946 | 0,08 | 1.478 | -5,02 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6.422 | 415,41 | 1.919 | 389,54 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1.329 | 397 | ||||||
| 2026-05-15 | 13F | MidFirst Bank | 217 | 26,16 | 65 | 18,52 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 295.789 | 0,97 | 88.397 | -4,14 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 1.387 | 32,35 | 415 | 25,84 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 5.196 | 3,55 | 1.553 | -1,71 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 1.935 | 578 | ||||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 253.161 | 3,34 | 75.657 | -1,89 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 10.211 | 0,02 | 3.052 | -5,04 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 13.096 | 4,00 | 3.914 | -1,29 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 49 | 15 | ||||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 3.227 | 0,03 | 965 | -5,02 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 835 | 0,85 | 250 | -4,23 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 26.708 | 42,32 | 7.982 | 35,11 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 177.515 | 15,13 | 53.050 | 9,30 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 18.352 | 28,19 | 5.484 | 21,70 | ||||
| 2026-04-15 | 13F | City Holding Co | 29.410 | 12,36 | 8.789 | 6,66 | ||||
| 2026-04-14 | 13F | Flower City Capital | 9.371 | 2.801 | ||||||
| 2026-04-15 | 13F | Retireful, LLC | 7.027 | 2.100 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 7.192 | 0,01 | 2.149 | -5,04 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 323.899 | 1,25 | 84.174 | -16,41 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 3.481 | 338,41 | 1.040 | 317,67 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 440 | 131 | ||||||
| 2026-05-08 | 13F | Truepoint, Inc. | 352.290 | 18,05 | 105.282 | 12,07 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 14.448 | 0,03 | 4.318 | -5,04 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 12.124 | 3,84 | 3.630 | -1,36 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 112 | 19 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 521.864 | 0,56 | 164.203 | 2,76 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 966 | 0,10 | 289 | -4,95 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 19.146 | 0,01 | 5.722 | -5,06 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 5.172 | 1.546 | ||||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 1.000 | 299 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.756 | 9,89 | 525 | 4,17 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 5.632 | 0,39 | 1.683 | -4,70 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 795 | 35,67 | 237 | 28,80 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 38.727 | 0,52 | 11.574 | -4,57 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 32.894 | 22,53 | 9.830 | 16,32 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 7.117 | 1,35 | 2.240 | 3,66 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 3.976 | 1,48 | 1.188 | -3,65 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 5.848 | 0,84 | 1.748 | -4,27 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 18.664.465 | 4,63 | 5.437.791 | -3,17 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 6.689 | 0,21 | 1.999 | -4,85 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 2.404 | 0,29 | 718 | -4,77 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7.203 | 3,55 | 2.153 | -1,69 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 3.330 | 1,40 | 1.049 | 3,66 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 49.415 | 0,89 | 7.806 | -3,45 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 4.848 | 0,29 | 1.449 | -4,80 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 318.319 | 76,12 | 95.130 | 67,20 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 660 | 103,70 | 197 | 95,05 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 866 | 0,35 | 259 | -4,80 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 49.701 | 18,46 | 14.853 | 12,46 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 875 | 262 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 909 | 0,11 | 272 | -4,91 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 45.539 | 1,22 | 13.609 | -3,91 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 662 | 116,34 | 199 | 105,15 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2.551 | 6,92 | 818 | 10,85 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.924 | 7.596,00 | 575 | 8.100,00 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 2.300 | 5,36 | 687 | 0,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 225 | 55,17 | 67 | 48,89 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 837 | 250 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 754 | 0,13 | 225 | -5,06 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 1.250 | 24,75 | 374 | 18,41 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1.176 | 5,38 | 352 | 0,00 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 445.130 | 17,62 | 133.027 | 11,66 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 41.560 | 13,87 | 12.420 | 8,09 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 702 | 0,14 | 210 | -5,00 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 1.126 | 0,81 | 372 | 3,92 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 13.623 | 327,72 | 4.071 | 306,29 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 258 | 22,86 | 0 | |||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 814 | 243 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 1.217 | 13,63 | 364 | 7,72 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 5.473 | 71,73 | 1.636 | 63,01 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 685 | 0,29 | 207 | -3,27 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 445.130 | 17,62 | 133.027 | 11,66 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 413.306 | 65,40 | 123.517 | 57,02 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 9.797 | 3,88 | 2.928 | -1,38 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 207.702 | 65.385 | ||||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 2.955 | 0,03 | 883 | -4,95 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5.098 | 0,30 | 1.605 | 2,23 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 51.298 | 6,95 | 15.330 | 1,53 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 12.998 | 4,70 | 3.884 | -0,61 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 316.012 | 6,50 | 91.726 | -1,80 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 108.889 | 27,25 | 32.533 | 20,79 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 115 | 32,18 | 34 | 25,93 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 20.667 | 86,69 | 6.176 | 77,27 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 0 | 0 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 587 | 175 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 12.319 | 0,13 | 3.682 | -4,93 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 7.228 | 2.166 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3.862.217 | 4,95 | 1.215.826 | 7,32 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 400 | 120 | ||||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 9.117 | 0,02 | 2.725 | -5,05 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 46.014 | 2,47 | 13.751 | -2,72 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7.235 | 3,77 | 2.162 | -1,46 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 766.555 | 3,89 | 229.085 | -1,38 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 23.768 | 6,13 | 7.103 | 0,75 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9.504 | 1,03 | 2.840 | -4,09 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 20.207 | 1.939,05 | 6.039 | 1.841,48 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 50.009 | 0,51 | 14.945 | -4,58 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 3.319 | 992 | ||||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 9.726 | 0,05 | 2.907 | -5,03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 116.651 | 2,32 | 34.860 | -2,87 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 26.378 | 97,62 | 7.883 | 87,62 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 1.796 | 537 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3.813 | 70,53 | 1.140 | 61,79 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 3.290 | 0,95 | 983 | -4,10 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 1.399 | 23,26 | 418 | 17,09 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 23.192 | 13,15 | 6.931 | 7,41 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 3.200 | 956 | |||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 191.036 | 2,51 | 57.091 | -2,68 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 6.538 | 0,26 | 1.954 | -4,82 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7.851 | 2.346 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 11.770 | 8,68 | 3.517 | 3,17 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 775 | 2,92 | 232 | -2,53 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 32.788 | 0,19 | 9.799 | -4,89 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 40.713 | 11,28 | 12.167 | 5,52 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 8.706 | 0,38 | 2.602 | -4,73 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 195.721 | 236,57 | 58.491 | 219,54 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 897 | 0,11 | 268 | -4,29 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 38.602 | 0,51 | 11.536 | -4,58 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 3.584 | 1.071 | ||||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 1.271 | 72,46 | 380 | 63,36 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 12.094 | 0,04 | 3.614 | -5,02 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 1.470 | 439 | ||||||
| 2026-04-23 | 13F | Next Level Private LLC | 1.044 | 0,10 | 312 | -4,88 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 255 | 22,01 | 0 | |||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 25.102 | 7.286 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 8.934 | 2.670 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 868 | 259 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 107.557 | 9,17 | 32.143 | 3,64 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 2.967 | 0,07 | 887 | -5,04 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 10.137 | 7,44 | 3.328 | 12,02 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 5.144 | 11,97 | 1.537 | 6,29 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 2.214 | 0,18 | 662 | -4,89 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 1.741 | 0,23 | 520 | -4,76 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 14.800 | 1,23 | 4.423 | -3,89 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 1.062 | 317 | ||||||
| 2026-05-07 | 13F | Next Capital Management LLC | 5.376 | 19,23 | 1.607 | 13,18 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2.378 | 4,16 | 712 | -1,11 | ||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 723 | 0,14 | 216 | -4,85 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 25.904 | 21,73 | 7.741 | 15,57 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 753 | 225 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 529.201 | 2,07 | 158.152 | -3,10 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 2.080 | 622 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 253.496 | 2,56 | 75.757 | -2,63 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7.493 | 7,21 | 2.239 | 1,77 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 79.846 | 1,43 | 23.862 | -3,71 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 975 | 291 | ||||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 22.408 | 0,13 | 6.697 | -4,94 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 1.183 | 15,98 | 354 | 12,42 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 28.351 | 77,60 | 8.473 | 68,60 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.734 | 0,30 | 1.116 | -4,78 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 7.962 | 2,55 | 2.379 | -2,66 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 4.642 | 5,55 | 1.387 | -1,21 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 15.767 | 1,25 | 4.712 | -3,90 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 8.790 | 6,16 | 2.627 | 0,77 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 1.054 | 46,59 | 315 | 38,94 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 22.555 | 19,62 | 6.741 | 13,56 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 506 | 151 | ||||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 14.476 | 3,11 | 4.326 | -2,10 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 5.343 | 1,54 | 1.597 | -3,62 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17.970 | 5.370 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.098 | 0,46 | 0 | |||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 11.826 | 0,50 | 3.534 | -4,59 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 16.300 | 19,85 | 4.871 | 13,78 | |||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 348.373 | 3,07 | 104.111 | -2,15 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | 6 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 10.671 | 5,65 | 3.189 | 0,31 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 323 | 0,31 | 96 | -4,95 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 656 | 8,25 | 196 | 3,16 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 21.867 | 0,90 | 6.535 | -4,22 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 73.021 | 22.107 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10.959 | 663,16 | 3.275 | 625,94 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 39.166 | 0,85 | 11.705 | -4,25 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 6.751 | 0,37 | 2.018 | -4,72 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 13.096 | 4,67 | 3.914 | -0,66 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 425.422 | 0,23 | 127.137 | -4,85 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 55.294 | 3,85 | 16.525 | -1,41 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 5.357 | 0,13 | 1.601 | -4,99 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 52 | 16 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 5.808 | 41,11 | 1.736 | 33,98 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 2.290 | 3,71 | 684 | -1,58 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 306 | 11,68 | 91 | 5,81 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 899 | 0,45 | 0 | |||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 750 | 14,68 | 224 | 9,27 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 9.003 | 182,58 | 2.691 | -4,98 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 131.938 | 5,70 | 39.430 | 0,34 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 275 | 82 | ||||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 673 | 201 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 415.557 | 298,71 | 124.189 | 278,51 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 189.574 | 5,83 | 56.654 | 0,47 | ||||
| 2026-05-12 | 13F | Creative Planning | 12.262.531 | 0,37 | 3.664.658 | -4,71 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 361.696 | 27,54 | 108.093 | 21,08 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 167.368 | 1,23 | 50.018 | -3,88 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 1.032 | 308 | ||||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 6.721 | 18,58 | 2.009 | 12,56 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 13.275 | 3,97 | 3.967 | -1,29 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 2.024 | 0,25 | 605 | -4,88 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 16.438 | 0,21 | 4.912 | -4,86 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 2.057 | 0,05 | 615 | -5,10 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 1.760 | 130,37 | 526 | 118,75 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8.947 | 107,88 | 2.674 | 97,42 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 38.980 | 7,72 | 12.104 | 5,12 |
