GB:0LMF / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF - Institutionelles Eigentümerschaft - Verkäufer

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GB ˙ LSE ˙ US9219464065
Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.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 Change Path, LLC 85.725 -8,75 12.696 -5,84
2026-05-15 13F Wellspring Financial Advisors, LLC 2.909.177 -2,33 67.132 -13,05
2026-05-08 13F Equity Wealth Partners, LLC 4.609 -0,92 683 2,25
2026-05-15 13F Investmark Advisory Group LLC 14.610 -0,33 2.164 2,85
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 182.505 -0,77 27.029 2,39
2026-04-16 13F Roble, Belko & Company, Inc 211.759 -0,80 31 3,33
2026-04-27 13F Canal Capital Management, LLC 2.533 -0,51 375 2,74
2026-05-13 13F State Farm Mutual Automobile Insurance Co 0 -100,00 0
2026-05-12 13F M Holdings Securities, Inc. 31.077 -4,05 5 0,00
2026-05-13 13F BCJ Capital Management, LLC 2.310 -19,09 342 -16,38
2026-02-02 13F Heritage Financial Services, LLC 1.953 -55,31 280 -54,47
2026-05-15 13F Alternative Investment Advisors, LLC. 0 -100,00 0
2026-04-21 13F Dougherty Wealth Advisers LLC 8.709 -20,00 1.290 -17,48
2026-04-21 13F Hippocratic Financial Advisors, LLC 28.088 -7,90 4.160 -4,96
2026-04-06 13F CX Institutional 32.802 -0,59 5 0,00
2026-05-12 13F Daybright Advisory Services, Inc. 65.731 -1,43 9.735 1,71
2026-04-14 13F West Branch Capital LLC 1.782 -4,86 264 -1,87
2026-05-15 13F Cardiff Park Advisors, Llc 12.840 -4,65 1.902 -1,60
2026-05-15 13F Transamerica Financial Advisors, Inc. 0 -100,00 0
2026-05-14 13F Fca Corp /tx 12.032 -1,70 1.782 1,42
2026-04-23 13F Lazari Capital Management, Inc. 9.992 -0,17 1.480 2,99
2026-04-30 13F Paladin Advisory Group, LLC 3.938 -3,31 583 -0,17
2026-04-21 13F Next Level Wealth Planning, LLC 7.559 -5,74 1.120 -2,70
2026-05-13 13F Invictus Private Wealth, Llc 4.843 -0,25 717 3,02
2026-04-22 13F tru Independence LLC 0 -100,00 0
2026-04-16 13F Montecito Bank & Trust 20.898 -7,09 3.095 -4,15
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-04-23 13F Seek First Inc. 11.633 -4,68 1.723 -1,66
2026-05-13 13F Lido Advisors, LLC 258.466 -0,91 38.279 3,81
2026-05-14 13F Harvest Investment Services, LLC 0 -100,00 0
2026-05-13 13F Kingdom Financial Group LLC. 85 -95,52 13 -95,59
2026-04-28 13F LGT Financial Advisors LLC 1.233 -6,16 183 -3,19
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 4.434 -5,26 657 -2,24
2026-05-05 13F Atria Investments Llc 48.146 -2,16 7.130 0,96
2026-05-06 13F Hamilton Point Investment Advisors, LLC 1.372 -16,75 203 -13,98
2026-05-12 13F Smith Chas P & Associates Pa Cpas 2.785 -14,18 412 -11,40
2026-04-10 13F Capital Advantage, Inc. 15.977 -1,55 2.366 1,59
2026-05-07 13F Richard C. Young & CO., LTD. 28.174 -2,00 4.173 1,11
2026-04-14 13F Papp L Roy & Associates 3.126 -2,04 463 1,09
2026-05-20 13F/A Arete Wealth Advisors, LLC 12.780 -1,13 1.891 189.000,00
2026-05-12 13F Turning Point Benefit Group, Inc. 5.352 -7,91 796 -4,68
2026-05-14 13F Select Asset Management & Trust 3.437 -97,48 1 -100,00
2026-04-21 13F Maseco Llp 28.634 -2,90 4.240 0,19
2026-04-15 13F Signature Estate & Investment Advisors Llc 33.962 -1,11 5.030 2,03
2026-04-29 13F Duncker Streett & Co Inc 9.439 -2,98 1.398 0,07
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0
2026-04-29 13F Invested Advisors 4.318 -0,14 640 3,06
2026-05-11 13F CAPROCK Group, Inc. 42.725 -6,74 6.328 -3,76
2026-04-24 13F Bellevue Asset Management, Llc 1.718 -2,61 254 0,40
2026-05-01 13F Slagle Financial, LLC 1.604 -53,51 237 -52,12
2026-05-01 13F Sterling Investment Management, Inc. 0 -100,00 0
2026-01-26 13F Thomasville National Bank 9.858 -5,06 1.415 -3,35
2026-04-16 13F Rockland Trust Co 33.801 -3,02 5.006 0,06
2026-05-04 13F Retirement Planning Group 0 -100,00 0
2026-05-12 13F BOK Financial Private Wealth, Inc. 20.952 -2,07 3.103 1,07
2026-04-20 13F Tanager Wealth Management LLP 1.744 -8,88 258 -5,84
2026-04-15 13F Cypress Wealth Services, LLC 45.221 -1,65 6.697 1,50
2026-05-13 13F Consultiva Wealth Management, Corp. 22.757 -4,27 3.370 -1,20
2026-05-01 13F Castle Wealth Management Llc 2.649 -2,43 392 0,77
2026-05-11 13F Haverford Trust Co 20.944 -14,72 3.102 -12,00
2026-05-07 13F Agf Management Ltd 34.565 -7,74 5.119 -4,78
2026-04-20 13F Fonville Wealth Management LLC 15.327 -3,39 2.270 -0,31
2026-04-15 13F Archford Capital Strategies, LLC 5.397 -1,82 799 1,40
2026-02-13 13F Squarepoint Ops LLC 0 -100,00 0 -100,00
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-24 13F Livet Wealth, LLC 21.641 -0,92 3.205 2,27
2026-05-13 13F AE Wealth Management LLC 42.819 -80,04 6.341 -79,40
2026-04-09 13F Clarity Capital Advisors, LLC 17.002 -0,29 2.518 2,90
2026-05-12 13F Summit Trail Advisors, Llc 5.013 -9,58 742 -6,67
2026-06-01 13F Integrated Investment Consultants, LLC 4.259 -66,74 631 -65,72
2026-05-06 13F Assetmark, Inc 662.033 -5,16 98.047 -2,13
2026-05-15 13F Wimmer Associates 1, Llc 8.705 -4,33 1.289 -1,23
2026-01-29 13F Prepared Retirement Institute LLC 0 -100,00 0
2026-05-05 13F Collaborative Wealth Managment Inc. 8.612 -9,97 1.275 -7,07
2026-04-27 13F Pensionmark Financial Group, Llc 79.740 -5,71 11.809 -2,70
2026-05-12 13F Tannin Capital LLC 5.743 -10,82 851 -8,01
2026-04-21 13F Sage Financial Management Group, Inc. 64.626 -0,47 9.571 2,72
2026-05-01 13F Coordinated Financial Services, Inc. 15.182 -0,69 2.248 2,46
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.311 -15,53 194 -13,39
2026-05-11 13F First National Bank Of Omaha 66.532 -3,21 9.694 -2,41
2026-05-12 13F Kuhn & Co Investment Counsel 17.498 -0,22 2.591 2,98
2026-05-04 13F Nwam Llc 87.793 -0,52 13.002 2,35
2026-01-23 13F Bowman & Co S.C. 22.743 -2,77 3.264 -1,03
2026-04-17 13F Hanson & Doremus Investment Management 3.456 -2,54 1
2026-05-07 13F Green Square Capital Advisors Llc 5.441 -82,22 806 -81,67
2026-04-17 13F Krilogy Financial LLC 4.876 -4,82 750 -1,32
2026-04-17 13F CENTRAL TRUST Co 104.591 -7,86 15.490 -4,92
2026-04-30 13F Base Wealth Management LLC 1.354 -6,81 201 -3,85
2026-05-06 13F Great Lakes Retirement, Inc. 3.250 -31,29 481 -29,06
2026-04-22 13F Oak Harvest Investment Services 166.381 -9,21 24.641 -6,32
2026-04-16 13F First Merchants Corp 15.694 -0,42 2.324 2,79
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-07 13F Agate Pass Investment Management, LLC 1.680 -27,84 249 -25,75
2026-01-22 13F Premier Path Wealth Partners, LLC 2.999 -1,80 430 0,00
2026-04-23 13F Balanced Wealth Group Llc 0 -100,00 0
2026-04-17 13F Bell Investment Advisors, Inc 275 -54,99 41 -54,02
2026-05-15 13F Steffes Financial, Ltd. 19.025 -4,30 2.818 -1,26
2026-02-17 13F High Falls Advisors, Inc 1.525 -3,66 219 -2,24
2026-04-13 13F Community Trust & Investment Co 4.307 -8,94 638 -6,05
2026-04-23 13F Oregon Pacific Wealth Management, LLC 2.058 -21,78 305 -19,36
2026-05-01 13F 180 Wealth Advisors, Llc 60.934 -1,31 9.024 1,84
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-30 13F Independence Bank of Kentucky 41.227 -0,12 6.106 3,06
2026-04-09 13F Goelzer Investment Management, Inc. 2.364 -2,76 350 0,57
2026-05-14 13F Modern Wealth Management, LLC 5.150 -5,83 762 -2,93
2026-05-12 13F Cascade Financial Partners, LLC 48.650 -1,67 7.205 1,48
2026-05-14 13F Neuberger Berman Group LLC 20.444 -1,27 3.028 1,85
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-21 13F Red Tortoise LLC 12.701 -3,08 1.881 0,05
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-30 13F Nisa Investment Advisors, Llc 0 -100,00 0
2026-05-15 13F Strive Financial Group ,LLC 1.298 -4,07 192 -1,03
2026-04-17 13F ZynergyRetirementPlanningLLC 1.685 -4,91 250 -1,97
2026-05-12 13F Carr Financial Group Corp 14.969 -5,28 2.217 -2,29
2026-04-01 13F Bangor Savings Bank 23.120 -0,43 3.424 2,76
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-14 13F Trustmark National Bank Trust Department 124.006 -0,03 18.365 3,16
2026-05-05 13F Mjp Associates Inc /adv 22.177 -12,43 3.284 -9,63
2026-05-08 13F SHP Wealth Management 7.259 -7,25 1.075 -4,27
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 27.787 -0,69 4.115 2,49
2026-05-15 13F Charles Schwab Investment Management Inc 0 -100,00 0
2026-05-06 13F Modera Wealth Management, LLC 52.752 -1,32 7.813 1,82
2026-05-01 13F Holistic Planning, LLC 34.939 -9,88 5.174 -7,01
2026-05-05 13F Cherry Tree Wealth Management, LLC 91.306 -0,81 13.522 2,35
2026-02-03 13F Vantage Financial Partners, LLC 3.678 -0,86 528 0,96
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 30.286 -0,03 4.485 3,17
2026-05-05 13F West Michigan Advisors, Llc 1.733 -14,00 257 -11,42
2026-04-22 13F Vannoy Advisory Group, Inc. 3.101 -3,67 459 -0,43
2026-04-29 13F/A Salem Investment Counselors Inc 1.658 -1,19 246 2,08
2026-05-15 13F NorthRock Partners, LLC 7.098 -3,23 1.051 -0,10
2026-05-01 13F Evolution Advisers, Inc. 1.569 -6,50 0
2026-04-28 13F Integral Investment Advisors, Inc. 8.880 -0,11 1.315 3,14
2026-04-27 13F PFG Investments, LLC 41.489 -3,72 6.145 -0,65
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 19.202 -1,12 2.844 2,01
2026-04-20 13F CWA Asset Management Group, LLC 2.557 -10,63 379 -7,80
2026-04-17 13F/A Founders Financial Securities Llc 12.647 -15,92 1.931 -10,57
2026-04-28 13F Dumont & Blake Investment Advisors Llc 41.954 -1,96 6.213 103.450,00
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-22 13F Avantra Family Wealth, Inc. 0 -100,00 0
2026-04-07 13F InvesTrust 13.465 -5,76 1.994 -2,73
2026-04-22 13F Englebert Financial Advisers, LLC 0 -100,00 0
2026-04-09 13F Acropolis Investment Management, LLC 2.671 -0,07 396 3,13
2026-04-27 13F DeDora Capital, Inc. 210.147 -1,92 31.123 1,21
2026-04-15 13F Belleair Asset Management, LLC 0 -100,00 0
2026-05-01 13F Brightwater Advisory LLC 2.572 -3,81 381 -0,78
2026-04-13 13F First Hawaiian Bank 155.078 -7,05 22.967 -4,08
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-11 13F Camden Capital, LLC 553 -62,23 82 -61,43
2026-04-27 13F JB Capital LLC 1.834 -86,06 272 -85,64
2026-04-30 13F Hikari Power Ltd 0 -100,00 0
2026-04-15 13F 21 West Wealth Management LLC 13.148 -10,12 1.947 -7,24
2026-04-27 13F Apeiron RIA LLC 59.101 -2,82 8.753 -4,69
2026-04-27 13F Thrive Capital Management, LLC 17.708 -10,46 2.623 -7,61
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-04-15 13F Founders Grove Wealth Partners, Llc 49.215 -3,46 7.289 -0,38
2026-05-14 13F SlateStone Wealth, LLC 94.834 -2,80 14 0,00
2026-04-29 13F Saxon Interests, Inc. 7.312 -4,79 1.083 -1,81
2026-05-05 13F Journey Advisory Group, LLC 2.420 -14,43 358 -11,60
2026-04-22 13F Vicus Capital 17.816 -1,00 2.639 2,17
2026-05-15 13F DV Trading LLC 0 -100,00 0
2026-05-15 13F Kcm Investment Advisors Llc 11.416 -8,54 1.691 -5,64
2026-05-07 13F Facet Wealth, Inc. 4.734 -48,07 701 -48,27
2026-04-15 13F Silverlake Wealth Management Llc 63.819 -0,52 9.452 2,65
2026-04-15 13F Client 1st Advisory Group, Llc 2.134 -6,93 316 -3,95
2026-05-14 13F Rockbridge Investment Management, LCC 6.036 -0,67 894 2,41
2026-04-27 13F Exencial Wealth Advisors, Llc 145.060 -0,16 21.483 3,02
2026-05-11 13F American Money Management, LLC 2.391 -3,12 354 0,00
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 131.649 -4,47 19.497 -1,43
2026-04-21 13F Christine Messmer Pc 10.883 -23,56 1.612 -21,15
2026-05-14 13F Evergreen Capital Management Llc 61.276 -4,39 9.075 -1,35
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-22 13F Detalus Advisors, LLC 3.591 -37,49 532 -35,56
2026-05-04 13F Cfo Capital Management Llc 4.033 -14,46 587 -13,31
2026-04-20 13F Triangle Securities Wealth Management 28.647 -1,81 4.243 1,34
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-04-15 13F marrick wealth, LLC 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 627.878 -1,77 92.989 1,37
2026-05-15 13F Second Line Capital, LLC 1.827 -0,92 287 8,71
2026-04-28 13F Tempus Wealth Planning, LLC 8.541 -4,60 1.265 -1,56
2026-04-13 13F Ironwood Wealth Management, Inc. 91.873 -0,98 14.026 2,66
2026-04-20 13F Balance Wealth, LLC 1.970 -0,10 292 2,83
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 280 -20,00 41 -18,00
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1.232 -0,56 182 2,82
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-05-04 13F Integrity Wealth Solutions LLC 27.831 -0,88 4.122 2,28
2026-05-05 13F Blue Water Asset Management 7.982 -23,23 1.182 -20,78
2026-05-01 13F Midwest Trust Co 50.745 -47,62 7.515 -45,95
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 5.742 -0,17 850 3,03
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-11 13F Peak Retirement Planning, Inc. 7.530 -4,98 1.115 -1,93
2026-05-14 13F Dai-Ichi Life Insurance Company, Ltd 15.688 -37,34 2.323 -35,35
2026-05-12 13F Entrust Financial Llc 1.149 -3,93 170 -0,58
2026-04-17 13F Presilium Private Wealth, Llc 1.480 -6,33 219 -3,10
2026-04-22 13F Networth Advisors, LLC 17 -87,31 3 -89,47
2026-04-07 13F Twele Capital Management, Inc. 298.225 -0,18 44.167 3,00
2026-05-04 13F Archer Investment Corp 8.038 -7,04 1.190 -4,03
2026-05-04 13F Avantax Planning Partners, Inc. 61.065 -13,10 9.044 -10,33
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 550 -26,67 81 -24,30
2026-05-12 13F Richardson Capital Management LLC 3.736 -67,02 553 -65,97
2026-05-11 13F Berkshire Asset Management Llc/pa 2.478 -1,04 367 2,23
2026-05-11 13F RWM Asset Management, LLC 48.896 -0,01 7.242 -0,22
2026-05-04 13F LJI Wealth Management, LLC 8.687 -1,57 1.287 1,58
2026-04-29 13F WPG Advisers, LLC 1.403 -1,34 208 1,47
2026-04-16 13F Lexington Hill Partners, LLC 0 -100,00 0
2026-05-08 13F Everett Harris & Co /ca/ 31.901 -2,39 4.724 0,72
2026-05-06 13F Brio Consultants, LLC 4.334 -0,07 678 8,84
2026-04-13 13F Arwa Llc 13.858 -8,73 2.116 -2,94
2026-04-15 13F Optivise Advisory Services LLC 5.998 -12,03 888 -9,20
2026-04-20 13F McKinley Carter Wealth Services, Inc. 1.467 -19,70 217 -17,18
2026-05-08 13F Wealthedge Investment Advisors, Llc 15.326 -10,52 2.270 -7,69
2026-04-28 13F Golden State Wealth Management, LLC 3.206 -20,78 475 -18,28
2026-04-24 13F Goldstone Financial Group, LLC 65.888 -2,56 9.758 0,55
2026-04-09 13F Teamwork Financial Advisors, LLC 3.243 -6,76 480 -3,81
2026-02-17 13F MGB Wealth Management, LLC 1.853 -1,28 267 1,14
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 36.489 -6,58 5.404 -3,59
2026-01-22 13F Greenberg Financial Group 55.329 -0,42 7.941 -3,51
2026-05-16 13F Sunbelt Securities, Inc. 335 -34,06 50 -31,94
2026-04-14 13F Cathy Pareto & Associates, Inc 3.112 -0,45 461 2,68
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-04-28 13F Sage Rhino Capital Llc 51.859 -1,29 7.680 1,86
2026-04-15 13F Redhawk Wealth Advisors, Inc. 23.700 -2,13 3.510 1,01
2026-04-10 13F Country Trust Bank 0 -100,00 0
2026-05-15 13F Wealth Management Nebraska 12.786 -0,65 1.894 2,49
2026-05-11 13F Elevate Wealth Advisory, Inc 5.654 -4,97 837 -1,88
2026-05-08 13F Birchcreek Wealth Management, LLC 9.665 -2,37 1.431 0,77
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 345.479 -29,95 51.169 -29,31
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 125.305 -9,63 18.558 -6,74
2026-05-21 13F Essential Partners LLC 3.551 -2,58 526 0,38
2026-04-22 13F Bravera Wealth 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 26.026 -18,75 3.735 -17,28
2026-05-07 13F Tidemark, LLC 627 -24,55 93 -22,69
2026-05-11 13F Bailard, Inc. 5.620 -1,78 832 1,34
2026-05-11 13F Daymark Wealth Partners, Llc 20.624 -4,20 3.054 -1,13
2026-05-01 13F Ferguson Wellman Capital Management, Inc 4.107 -6,21 608 -3,18
2026-05-04 13F Bridges Investment Management Inc 0 -100,00 0
2026-05-20 13F SOA Wealth Advisors, LLC. 3.082 -9,88 457 -6,94
2026-05-14 13F Capital Analysts, Inc. 64.175 -6,18 10 0,00
2026-05-14 13F Orion Capital Management LLC 24.092 -5,60 3.568 -2,57
2026-04-06 13F Highline Wealth Partners Llc 0 -100,00 0
2026-05-12 13F Operose Advisors LLC 327.542 -3,86 48.510 -0,79
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-04-10 13F Perfromance Wealth Partners, LLC 136.372 -0,17 20.197 3,01
2026-05-08 13F Russell Investments Group, Ltd. 3.790 -14,72 561 -11,93
2026-05-15 13F/A EverSource Wealth Advisors, LLC 40.662 -15,10 6.022 -12,38
2026-05-13 13F Principal Securities, Inc. 59.993 -1,59 8.885 1,54
2026-04-28 13F Northstar Group, Inc. 21.467 -0,43 3.179 2,75
2026-04-14 13F Granite Group Advisors, LLC 3.564 -0,78 531 3,11
2026-04-13 13F Uptown Financial Advisors LLC 6.490 -8,32 961 -5,32
2026-05-01 13F Cdkv Holdings Llc 619 -2,37 92 1,11
2026-05-14 13F Phillips Wealth Planners LLC 2.058 -2,56 321 2,24
2026-05-08 13F 1776 Wealth LLC 2.223 -2,07 329 1,23
2026-04-02 13F Collective Family Office Llc 16.644 -3,20 2.465 -0,12
2026-05-04 13F Citizens National Bank Trust Department 14.510 -4,94 2.149 -1,92
2026-04-08 13F BOS Asset Management, LLC 0 -100,00 0
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-05-07 13F Advisor OS, LLC 25.738 -8,86 3.812 -5,95
2026-05-15 13F AIMZ Investment Advisors, LLC 17.484 -4,29 2.589 -1,22
2026-04-14 13F Madrona Financial Services, LLC 1.584 -55,84 235 -54,47
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-05-12 13F CIBC Bancorp USA Inc. 69.205 -11,76 10.249 -7,28
2026-04-08 13F First Heartland Consultants, Inc. 3.681 -3,87 545 3,02
2026-04-14 13F Nbc Securities, Inc. 12.315 -9,07 1.824 -6,18
2026-05-15 13F Pointe Capital Management LLC 97.516 -0,88 14.442 2,29
2026-04-28 13F Walkner Condon Financial Advisors LLC 13.222 -1,47 1.958 1,71
2026-04-29 13F Sather Financial Group Inc 1.804 -3,58 267 -0,37
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 1.805 -66,69 267 -65,64
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-05-05 13F Donalies Financial Planning, LLC 8.705 -16,00 1.289 -13,32
2026-04-15 13F Exchange Traded Concepts, Llc 33.949 -18,26 5.028 -15,67
2026-05-08 13F McAdam, LLC 3.635 -1,57 538 1,70
2026-04-08 13F West Financial Advisors, LLC 200 -53,16 30 -52,46
2026-05-14 13F Bridgewealth Advisory Group, LLC 38.168 -0,68 5.653 2,48
2026-04-14 13F Prospera Financial Services Inc 32.622 -1,30 4.841 1,83
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 560 -49,87 83 -48,75
2026-05-14 13F Financial Engines Advisors L.L.C. 15.193 -3,51 2.250 -0,40
2026-04-23 13F Willis Johnson & Associates, Inc. 5.375 -33,10 796 -30,96
2026-05-12 13F G2 Capital Management, Llc / Oh 1.639 -12,02 243 -9,36
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 135.661 -0,88 20.091 2,28
2026-02-25 13F Kw Wealth Management Llc 1.640 -5,75 235 -4,08
2026-05-11 13F Linscomb & Williams, Inc. 79.907 -0,91 11.834 2,26
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 12.057 -14,19 1.786 -11,46
2026-04-28 13F Busey Wealth Management 39.545 -15,09 5.857 -12,37
2026-05-08 13F/A Davidson Investment Advisors 58.029 -0,20 8.594 3,00
2026-04-24 13F Capital Asset Advisory Services LLC 2.963 -6,23 460 -0,86
2026-04-21 13F Moseley Investment Management Inc 14.542 -0,62 2.154 2,52
2026-05-13 13F Alpha Financial Partners, LLC 1.791 -1,38 265 1,92
2026-05-13 13F Calton & Associates, Inc. 2.613 -6,94 387 -4,22
2026-05-13 13F Measured Wealth Private Client Group, LLC 161.375 -4,35 23.900 -1,30
2026-04-23 13F waypoint wealth counsel 42.757 -46,77 6.332 -45,07
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 6.260 -1,06 976 7,49
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 33.060 -25,56 4.896 -23,19
2026-04-22 13F Sterling Capital Management LLC 0 -100,00 0
2026-04-17 13F Essex Savings Bank 14.876 -1,11 2.203 2,09
2026-05-01 13F Blume Capital Management, Inc. 700 -57,83 104 -56,72
2026-02-02 13F PKS Advisory Services, LLC 0 -100,00 0
2026-05-04 13F HBW Advisory Services LLC 64.857 -3,20 9.605 -0,10
2026-04-28 13F Opes Wealth Management LLC 17.454 -0,14 2.585 3,03
2026-04-14 13F SigFig Wealth Management, LLC 6.054 -9,86 897 -6,96
2026-05-05 13F Woodmont Investment Counsel Llc 66.178 -1,79 9.801 1,33
2026-05-08 13F Idaho Trust Bank 0 -100,00 0 -100,00
2026-04-27 13F Proathlete Wealth Management Llc 39 -96,77 6 -97,11
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-04-13 13F Trust Co 32.062 -3,57 4.748 -0,48
2026-05-14 13F Van Hulzen Asset Management, LLC 4.776 -1,16 707 2,02
2026-05-06 13F WoodTrust Financial Corp 5.091 -9,89 1
2026-04-14 13F Opal Wealth Advisors, LLC 1.385 -22,28 205 -19,61
2026-04-30 13F First Horizon Corp 100.573 -16,70 14.895 -14,04
2026-05-12 13F Ausdal Financial Partners, Inc. 26.728 -1,54 3.958 1,59
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 789.676 -0,07 116.951 3,12
2026-04-20 13F Park Edge Advisors, LLC 2.485 -15,04 368 -12,17
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-04-09 13F McNamara Financial Services, Inc. 16.653 -0,59 2.466 2,58
2026-05-08 13F Private Advisory Group LLC 93.691 -7,06 13.876 -4,09
2026-05-15 13F AlphaCore Capital LLC 4.612 -4,55 683 -1,44
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-02-14 13F POM Investment Strategies, LLC 0 -100,00 0
2026-05-05 13F Smith, Moore & Co. 7.926 -0,60 1.174 2,53
2026-01-27 13F Meritage Portfolio Management 17.794 -1,13 2.554 0,67
2026-05-05 13F LFA - Lugano Financial Advisors SA 0 -100,00 0
2026-04-16 13F Aurora Private Wealth, Inc. 2.147 -12,97 0
2026-04-21 13F AA Financial Advisors, LLC 63.029 -6,30 9.335 -3,30
2026-04-28 13F Antonelli Financial Advisors, LLC 16.717 -21,73 2.476 -19,22
2026-05-15 13F Quadcap Wealth Management, LLC 51.876 -4,25 7.683 -1,20
2026-04-13 13F Cascade Investment Advisors, Inc. 2.250 -13,46 333 -10,72
2026-04-24 13F Newton One Investments LLC 846 -34,32 125 -32,07
2026-04-24 13F Means Investment Co., Inc. 37.559 -2,63 5.563 0,49
2026-05-12 13F Columbia River Financial Group, LLC 7.432 -0,75 1 0,00
2026-04-15 13F Fifth Third Securities, Inc. 6.318 -3,50 936 -0,43
2026-04-30 13F Sequoia Financial Advisors, LLC 51.543 -11,81 7.634 -9,00
2026-02-04 13F Clark Wealth Partners 0 -100,00 0 -100,00
2026-05-22 13F Coastline Complete Wealth LLC 6.241 -10,69 924 -7,78
2026-05-14 13F Coastal Bridge Advisors, LLC 2.555 -19,45 378 -16,92
2026-04-16 13F Security National Bank 1.562 -4,17 231 -0,86
2026-04-06 13F Old Port Advisors 19.587 -3,99 2.901 -0,92
2026-05-14 13F Main Management LLC 3.138 -0,88 0
2026-05-12 13F Financial Network Wealth Management LLC 2.578 -5,29 0
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-04-23 13F Catalyst Investment Management LLC 31.215 -18,62 4.842 -12,06
2026-05-14 13F Raymond James Financial Inc 7.617.263 -1,33 1.128.117 1,82
2026-05-15 13F Scientech Research LLC 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 2.892 -6,92 449 0,67
2026-05-13 13F Buckingham Strategic Partners 55.615 -15,16 8.234 -12,47
2026-05-01 13F Carnegie Capital Asset Management, LLC 21.720 -1,54 3.217 1,61
2026-05-04 13F NWF Advisory Services Inc. 10.569 -2,27 1.565 0,84
2026-04-28 13F Interactive Financial Advisors 5.961 -2,61 883 0,46
2026-05-13 13F Daiwa Securities Group Inc. 2.237 -24,98 331
2026-04-21 13F S Harris Financial Group, LLC 2.331 -0,17 345 2,99
2026-04-29 13F Rocky Mountain Advisers, Llc 10.236 -8,63 1.516 -5,72
2026-05-13 13F American Financial Advisors, LLC 2.084 -52,19 309 -50,72
2026-05-15 13F Janus Henderson Group Plc 15.066 -1,74 2.231 1,41
2026-04-28 13F Raleigh Capital Management Inc. 0 -100,00 0
2026-04-21 13F Centennial Advisors, LLC 0 -100,00 0
2026-05-13 13F Crews Bank & Trust 246.335 -0,70 36.482 2,47
2026-05-01 13F Emerald Investment Partners, Llc 1.326 -10,28 196 -7,55
2026-05-11 13F SCS Capital Management LLC 1.463.217 -2,79 216.702 0,31
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-05-07 13F Advisor Resource Council 0 -100,00 0
2026-04-20 13F Brandywine Oak Private Wealth Llc 9.434 -0,90 1.397 2,27
2026-05-14 13F StoneX Group Inc. 39.026 -45,03 5.780 -43,57
2026-05-12 13F M&t Bank Corp 282.076 -9,34 41.775 -6,45
2026-05-15 13F GLOBALT Investments LLC / GA 8.512 -0,73 1.261 2,44
2026-02-17 13F Main Street Financial Solutions, LLC 9.886 -65,71 1.419 -65,10
2026-02-03 13F Alpha Cubed Investments, LLC 21.661 -1,25 3.109 0,55
2026-05-12 13F Culbertson A N & Co Inc 26.053 -5,44 3.858 -2,43
2026-06-03 13F CoreFirst Bank & Trust 38.093 -2,36 5.642 0,75
2026-04-06 13F Rosenberg Matthew Hamilton 39.572 -1,04 5.861 2,13
2026-05-01 13F Clarity Financial LLC 11.861 -5,81 1.757 -2,82
2026-05-13 13F Invst, LLC 3.362 -61,87 498 -60,71
2026-05-12 13F Greenwich Wealth Management LLC 9.810 -0,76 1 0,00
2026-05-05 13F Putnam Fl Investment Management Co 19.058 -2,91 2.823 0,18
2026-04-17 13F Morris Financial Concepts, Inc. 2.766 -1,81 410 1,24
2026-05-12 13F Disciplined Investors, L.L.C. 23.272 -2,63 3.447 0,47
2026-04-29 13F Sagace Wealth Management LLC 11.987 -1,56 1.775 1,60
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 486 -19,93 72 -18,39
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 5.567 -0,50 875 9,10
2026-05-12 13F Jane Street Group, Llc Put 6.300 -16,00 933 -13,29
2026-04-24 13F Root Financial Partners, LLC 11.606 -0,44 1.719 2,69
2026-04-13 13F Compass Ion Advisors, LLC 17.017 -10,12 2.520 -7,25
2026-05-01 13F Concord Wealth Partners 7.835 -1,94 1.160 1,22
2026-04-02 13F McAlister, Sweet & Associates, Inc. 4.866 -0,65 721 2,56
2026-04-03 13F First County Bank /CT/ 20.228 -27,21 2.996 -24,90
2026-04-15 13F Access Financial Services, Inc. 5.509 -0,94 816 2,13
2026-04-20 13F Cardinal Point Capital Management, ULC 2.163 -4,42 320 -1,23
2026-04-14 13F Jeppson Wealth Management, Llc 1.500 -2,47 222 0,91
2026-04-13 13F Sherman Wealth Management LLC 51.985 -2,88 7.699 0,21
2026-05-11 13F REAP Financial Group, LLC 111 -81,92 16 -81,82
2026-04-27 13F FSM Wealth Advisors, LLC 3.727 -16,58 552 -13,88
2026-05-15 13F Goldman Sachs Group Inc 1.860.644 -0,49 275.561 2,68
2026-05-13 13F Transcend Wealth Collective, Llc 115.669 -1,87 17.131 1,27
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 189.823 -0,83 28.113 2,33
2026-05-12 13F Alerus Financial Na 1.087 -25,90 161 -23,81
2026-05-07 13F Confluence Wealth Services, Inc. 24.655 -0,06 3.651 3,14
2026-05-07 13F First National Trust Co 135.891 -8,90 20.125 -6,00
2026-04-23 13F Columbia Advisory Partners Llc 1.402 -7,52 208 -4,61
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 73.375 -0,80 10.867 2,35
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-02-10 13F Brentview Investment Management LLC 0 -100,00 0
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 11.500 -31,95 1.703 -29,77
2026-05-05 13F CPA Asset Management LLC 9.723 -3,62 1.440 -0,48
2026-02-13 13F American Investment Services, Inc. 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 97.193 -2,00 14.394 1,13
2026-04-28 13F Howe & Rusling Inc 104.213 -29,35 15.434 -27,10
2026-05-14 13F Mason Investment Advisory Services, Inc. 4.384 -3,92 649 -0,76
2026-04-10 13F Insight Wealth Strategies, LLC 3.036 -96,65 450 -96,55
2026-04-15 13F Single Point Partners, LLC 5.724 -3,29 848 -0,24
2026-02-12 13F CIBC Private Wealth Group, LLC 72.144 -2,99 10.354 -1,21
2026-04-28 13F Fundamentun, Llc 6.825 -40,00 1.011 -38,11
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-29 13F Ipsen Advisor Group LLC 4.238 -1,62 628 1,46
2026-04-21 13F Rooted Wealth Advisors, Inc. 46.394 -1,01 7.195 0,47
2026-05-01 13F Kraft, Davis & Associates, LLC 2.440 -9,09 383 -3,28
2026-05-12 13F Stifel Financial Corp 1.375.466 -6,22 203.708 -3,23
2026-04-22 13F Penney Financial, LLC 60.660 -0,24 8.984 2,93
2026-04-17 13F Signal Advisors Wealth, LLC 8.031 -5,28 1.189 -2,22
2026-05-11 13F Montis Financial, LLC 163.039 -4,79 24.146 -1,75
2026-04-29 13F Global Strategic Investment Solutions, LLC 47.200 -7,18 6.990 -4,21
2026-04-29 13F KERR FINANCIAL PLANNING Corp 256 -91,05 21 -95,22
2026-05-07 13F Key Capital Management, INC 58 -99,15 9 -99,18
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 0 -100,00 0
2026-05-11 13F Miramar Capital, LLC 8.766 -3,31 1.298 -0,23
2026-02-04 13F UNIVEST FINANCIAL Corp 0 -100,00 0 -100,00
2026-04-27 13F HB Wealth Management, LLC 87.951 -7,41 13.026 -4,46
2026-04-15 13F Curbstone Financial Management Corp 3.250 -2,99 481 0,21
2026-04-24 13F Swmg, Llc 1.675 -1,30 248 -5,70
2026-04-14 13F Twelve Points Wealth Management LLC 2.033 -9,96 301 -9,34
2026-05-12 13F Portside Wealth Group, LLC 2.413 -57,60 357 -56,25
2026-05-13 13F Lloyd Advisory Services, LLC. 85 -51,98 13 -52,00
2026-05-12 13F IFG Advisory, LLC 929 -99,57 138 -99,56
2026-04-24 13F Bayban 4.863 -7,86 720 -4,89
2026-05-06 13F Avalon Trust Co 0 -100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 1.574 -3,14 233 0,00
2026-05-15 13F Ascent Group, LLC 16.334 -0,04 2.419 3,16
2026-05-15 13F Strategic Advocates LLC 1.642 -81,52 243 -81,07
2026-04-09 13F TruWealth Advisors, LLC 5.623 -3,55 833 -0,48
2026-04-29 13F Sigma Investment Counselors Inc 55.527 -7,58 8.224 -4,63
2026-05-01 13F Climber Capital SA 29.418 -12,95 4.168 -10,62
2026-05-15 13F Peapack Gladstone Financial Corp 97.674 -0,80 14 0,00
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 40.875 -6,70 5.866 -4,99
2026-04-15 13F Mogy Joel R Investment Counsel Inc 5.675 -1,73 840 1,45
2026-04-27 13F Tennessee Valley Asset Management Partners 2.019 -7,77 299 -5,10
2026-04-14 13F Spectrum Investment Advisors, Inc. 1.411 -36,56 209 -34,80
2026-04-17 13F AdvisorNet Financial, Inc 130.154 -8,17 19.276 -5,24
2026-05-15 13F Blue Chip Partners, Inc. 13.531 -3,16 2.004 -0,10
2026-05-13 13F Keystone Wealth Services, LLC 4.370 -0,02 647 3,19
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0 -100,00
2026-05-21 13F Verus Capital Partners, Llc 14.084 -3,64 2.086 -0,57
2026-04-29 13F Compass Financial Group, INC/SD 6.742 -4,37 998 -1,29
2026-04-16 13F Smith, Salley & Associates 6.131 -74,10 908 -73,31
2026-04-17 13F Kennebec Savings Bank 514 -80,51 76 -79,89
2026-05-15 13F Osbon Capital Management Llc 499 -11,84 74 -9,88
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-01-27 13F Northern Financial Advisors Inc 0 -100,00 0
2026-04-22 13F Princeton Global Asset Management LLC 2.237 -1,02 331 2,16
2026-05-01 13F Concord Asset Management, LLC/VA 6.746 -2,33 999 0,81
2026-05-14 13F Financial Network Wealth Advisors LLC 3.242 -3,02 480 0,21
2026-04-22 13F Ariston Services Group 0 -100,00 23.455 3,55
2026-05-07 13F Wharton Business Group, LLC 889.433 -0,34 131.686 2,81
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 43.591 -45,53 6.456 -43,80
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 4.517 -37,73 669 -35,83
2026-05-15 13F Citadel Advisors Llc Call 78.300 -8,95 11.596 -6,04
2026-04-30 13F Petix & Botte Co 12.715 -48,95 3.766 5,37
2026-05-15 13F Citadel Advisors Llc Put 12.300 -79,33 1.822 -78,67
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1.090.112 -0,01 161 3,21
2026-05-15 13F Royal Bank Of Canada 2.476.663 -0,60 366.794 2,57
2026-05-11 13F Chaney Capital Management, Inc. 41.721 -6,53 6.179 -3,54
2026-05-01 13F Bensler, LLC 12.222 -6,65 1.810 -3,67
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-01-26 13F Liberty Capital Management, Inc. 9.333 -1,01 1.339 0,83
2026-04-27 13F Mustard Seed Financial, LLC 4.253 -12,62 630 -9,89
2026-05-07 13F Johnson Financial Group, Inc. 70.377 -1,57 10.423 1,57
2026-04-16 13F Ballast Rock Private Wealth LLC 4.467 -0,02 662 3,12
2026-05-14 13F Beaird Harris Wealth Management, LLC 881 -7,85 130 -5,11
2026-04-07 13F Trinity Financial Advisors LLC 40.291 -1,20 5.967 1,97
2026-04-20 13F Jfs Wealth Advisors, Llc 52.324 -7,54 7.749 -4,58
2026-04-09 13F Thrive Wealth Management, LLC 7.834 -2,12 1.160 1,05
2026-05-14 13F Ieq Capital, Llc 91.088 -7,51 13.490 -4,55
2026-05-14 13F White Lighthouse Investment Management Inc. 383.007 -18,83 56.723 -16,24
2026-05-15 13F Breakwater Investment Management 38.648 -2,01 5.724 1,11
2026-04-20 13F LVW Advisors, LLC 9.248 -0,44 1.370 2,70
2026-05-19 13F Winnow Wealth Llc 0 -100,00 0
2026-05-07 13F ESL Trust Services, LLC 850 -15,00 126 -12,59
2026-04-23 13F Bell Bank 9.961 -90,72 1.475 -90,42
2026-05-15 13F Annandale Capital, LLC 163.987 -2,69 24 0,00
2026-04-27 13F Victory Financial Group, Llc 27.962 -1,59 4.141 1,57
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 6.538 -2,64 968 0,52
2026-05-15 13F Ameriprise Financial Inc 3.667.871 -12,42 543.359 -9,68
2026-04-16 13F Flywheel Private Wealth LLC 41.351 -0,03 6.124 3,17
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-05-04 13F Copia Wealth Management 1.761 -18,09 261 -15,58
2026-04-29 13F ArborFi Advisors, LLC 60.898 -0,27 9.019 2,91
2026-04-24 13F Vision Capital Management, Inc. 8.112 -0,69 1.201 2,47
2026-04-28 13F Bravias Capital Group, LLC 0 -100,00 0
2026-05-08 13F Arthur M. Cohen & Associates, Llc 97.002 -0,09 14.351 2,99
2026-04-30 13F LRI Investments, LLC 50 -80,00 7 -80,00
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-04 13F Sound Portfolio Advisors, LLC 4.416 -13,80 654 -11,02
2026-05-13 13F First Citizens Bank & Trust Co 31.004 -0,06 4.592 3,12
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 32.801 -0,79 4.858 2,36
2026-04-22 13F Wetzel Investment Advisors, Inc. 4.771 -0,85 707 2,32
2026-04-08 13F Accel Wealth Management 39.162 -0,23 5.800 2,95
2026-04-07 13F Bulwark Capital Corp 5.481 -1,65 812 1,50
2026-04-23 13F Glass Jacobson Investment Advisors llc 10.427 -9,61 1.544 -6,71
2026-04-28 13F Stratos Wealth Advisors, LLC 3.529 -42,19 523 -40,41
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-21 13F Pallas Capital Advisors LLC 20.269 -2,25 3.002 0,84
2026-05-12 13F Oakmont Advisory Group, LLC 6.344 -1,46 940 1,73
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-13 13F United Services Automobile Association 0 -100,00 0
2026-04-13 13F Buska Wealth Management, LLC 179.036 -9,38 26.515 -6,49
2026-05-06 13F North Star Asset Management Inc 11.075 -0,23 1.640 2,95
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-15 13F National Philanthropic Trust 0 -100,00 0 -100,00
2026-05-05 13F Harmony Asset Management Llc 6.997 -3,10 1.036 0,00
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-15 13F Bragg Financial Advisors, Inc 4.382 -3,52 649 -0,46
2026-04-07 13F Park Avenue Securities Llc 93.169 -22,82 14 -23,53
2026-04-20 13F Clune & Associates, Ltd. 11.610 -33,41 1.719 -31,29
2026-05-14 13F Ballast Financial Advisors LLC 2.295 -1,42 340 1,50
2026-04-22 13F KG&L Capital Management,LLC 3.837 -2,37 568 0,71
2026-05-15 13F Silvercrest Asset Management Group Llc 2.243 -56,05 332 -54,64
2026-05-11 13F Founders Financial Alliance, LLC 23.094 -0,39 3.420 2,80
2026-04-29 13F Brighton Securities Corp. 14.234 -5,97 2.108 -2,95
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-05-14 13F We Are One Seven, LLC 27.159 -14,15 4.022 -11,41
2026-04-15 13F Aspen Investment Management Inc 8.715 -0,23 1 0,00
2026-04-21 13F Mayport, Llc 9.257 -0,52 1.371 2,62
2026-04-09 13F DHJJ Financial Advisors, Ltd. 800 -10,31 119 -7,09
2026-04-24 13F Seamount Financial Group Inc 5.177 -8,66 767 -5,78
2026-04-28 13F Lee Danner & Bass Inc 3.992 -30,67 591 -28,45
2026-05-12 13F/A Granite FO LLC 72.511 -3,87 10.739 -0,80
2026-05-13 13F Ankerstar Wealth, LLC 619 -10,68 92 -8,08
2026-04-22 13F Coastal Investment Advisors, Inc. 1.792 -28,66 265 -26,39
2026-05-11 13F Salomon & Ludwin, LLC 131.531 -1,18 19.481 0,39
2026-05-15 13F Mercer Global Advisors Inc /adv 2.706.655 -1,64 400.856 7,44
2026-05-15 13F Mission Wealth Management, Lp 45.243 -8,82 6.700 -5,91
2026-04-17 13F Wealth Management Partners, LLC 28.513 -0,96 4.223 2,20
2026-05-08 13F Denali Advisors Llc 0 -100,00 0
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-04-02 13F Noble Wealth Management PBC 576 -5,26 85 -2,30
2026-04-23 13F Drucker Wealth 3.0, LLC 54.491 -1,21 8.070 1,95
2026-05-14 13F Ade, Llc 4.522 -0,57 670 2,61
2026-05-11 13F Chase Investment Counsel Corp 0 -100,00 0
2026-05-07 13F MidAtlantic Capital Management, Inc. 43.829 -0,15 6.491 3,05
2026-05-05 13F Regions Financial Corp 214.837 -0,52 31.817 2,66
2026-05-15 13F Legend Capital Advisors LLC 5.400 -13,41 800 -10,63
2026-04-21 13F Old National Bancorp /in/ 217.294 -1,44 32.181 1,71
2026-04-16 13F Hicks Capital Management Llc 18.950 -0,71 2.807 2,45
2026-04-22 13F LifeSteps Financial, Inc. 28.904 -0,59 4.281 2,59
2026-05-15 13F Weaver Consulting Group 16.022 -6,91 2.373 -3,97
2026-05-11 13F Garton & Associates Financial Advisors LLC 6.592 -3,00 976 0,10
2026-04-21 13F Highland Financial Advisors, LLC 9.423 -6,15 1.396 -3,19
2026-04-13 13F IFP Advisors, Inc 169.422 -2,38 25.091 0,74
2026-05-05 13F Ackerman Capital Advisors, LLC 5.389 -21,77 798 -19,23
2026-05-12 13F Channel Wealth Llc 2.460 -14,26 364 -11,44
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 93.008 -5,35 13.774 -2,33
2026-05-14 13F C M Bidwell & Associates Ltd 10.312 -0,20 1.527 3,04
2026-04-16 13F Quotient Wealth Partners, LLC 4.026 -9,83 596 -6,87
2026-04-29 13F Capstone Wealth Management Group, Llc 75.650 -6,24 11.204 -3,25
2026-04-20 13F Foster Victor Wealth Advisors, LLC 2.768 -21,07 424 -18,97
2026-05-15 13F Quest Investment Management Llc 58.308 -2,95 8.635 0,15
2026-04-14 13F Act Wealth Management, Llc 268.772 -0,71 39.805 2,46
2026-04-27 13F Wealthstar Advisors, Llc 3.844 -5,69 569 -2,57
2026-04-21 13F FLP Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Strategic Blueprint, LLC 9.016 -5,52 1.335 -2,48
2026-05-07 13F Grandfield & Dodd, Llc 0 -100,00 0
2026-06-01 13F Flagship Wealth Advisors, Llc 104.584 -14,90 13.942 -20,95
2026-05-15 13F Smartleaf Asset Management LLC 24.503 -2,16 3.565 -1,55
2026-05-13 13F Freestone Capital Holdings, LLC 10.091 -1,45 1.494 1,70
2026-04-22 13F Financial Futures Ltd Liability Co. 1.762 -0,96 261 1,96
2026-04-28 13F Integrated Advisors Network LLC 82.719 -21,10 12.251 -18,59
2026-04-23 13F Intrua Financial, LLC 1.357 -34,09 201 -32,20
2026-05-11 13F Options Solutions, Llc 8.904 -1,12 1.319 2,01
2026-05-11 13F A4 Wealth Advisors LLC 0 -100,00 0
2026-05-14 13F Advisory Alpha, LLC 3.262 -3,95 483 -0,82
2026-04-28 13F Atticus Wealth Management, Llc 30.844 -3,19 4.568 -0,11
2026-02-02 13F Golden Road Advisors Llc 0 -100,00 0
2026-05-15 13F Talon Private Wealth, LLC 0 -100,00 0
2026-05-13 13F Mpwm Advisory Solutions, Llc 1.484 -6,96 220 -3,95
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-05-14 13F Ballentine Partners, LLC 11.349 -0,94 1.681 2,19
2026-04-15 13F Monument Capital Management 14.476 -29,30 2.144 -27,06
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 8.689 -0,54 1.287 2,63
2026-05-09 13F ZEGA Investments, LLC 2.294 -16,73 340 -14,18
2026-05-06 13F Clifford Swan Investment Counsel Llc 1.847 -1,07 274 2,25
2026-04-16 13F Fortem Financial Group, Llc 1.600 -7,83 237 -5,22
2026-04-29 13F Seelaus Asset Management LLC 1.361 -15,68 202 -12,99
2026-04-17 13F Baker Ellis Asset Management LLC 134.484 -0,64 19.917 2,53
2026-04-22 13F Caldwell Trust Co 4.692 -14,64 695 -11,93
2026-05-12 13F Leading Edge Financial Planning LLC 1.860 -3,68 276 -0,72
2026-04-09 13F Shulman DeMeo Asset Management LLC 2.931 -4,06 434 -0,91
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 5.473 -1,10 811 2,02
2026-05-06 13F Deutsche Bank Ag\ 72.148 -2,95 10.685 0,15
2026-05-08 13F Bokf, Na 1.883 -29,82 279 -27,79
2026-05-15 13F Mittelman Wealth Management 117.650 -2,54 17.424 0,57
2026-05-12 13F Mission Financial Group, LLC 3.771 -8,52 559 -5,58
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-07 13F Principle Wealth Partners Llc 113.556 -4,53 16.818 -1,49
2026-01-21 13F Fulton Breakefield Broenniman Llc 0 -100,00 0
2026-04-28 13F Hardy Reed LLC 117.628 -2,66 17.421 0,44
2026-04-17 13F Mezzasalma Advisors, LLC 2.504 -3,91 371 -1,86
2026-04-13 13F/A Sunburst Financial Group, LLC 25.714 -7,55 3.808 -4,61
2026-04-22 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-04-15 13F Guardian Financial Partners, LLC 52.285 -8,52 7.743 -5,61
2026-04-17 13F Tectonic Advisors Llc 0 -100,00 0
2026-04-20 13F First PREMIER Bank 43.253 -2,02 6 0,00
2026-04-09 13F Everhart Financial Group, Inc. 1.672 -0,06 248 2,92
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-02-12 13F Concorde Asset Management, LLC 0 -100,00 0
2026-05-15 13F Glen Eagle Advisors, LLC 30.405 -0,24 4.503 2,95
2026-04-17 13F BCS Wealth Management 2.871 -44,11 425 -42,33
2026-05-07 13F REDW Wealth LLC 0 -100,00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 1.214 -1,62 180 1,13
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 9.391 -72,07 1.391 -71,19
2026-05-14 13F Bank Of Hawaii 210.758 -0,44 31.213 2,74
2026-04-21 13F Creative Capital Management Investments LLC 303 -26,63 45 -25,42
2026-05-04 13F Glassman Wealth Services 16.393 -0,53 2.428 2,62
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 6.697 -0,13 1.035 7,59
2026-05-13 13F Scotia Capital Inc. 20.812 -9,69 3.082 -6,80
2026-05-11 13F Aptus Capital Advisors, LLC 107.116 -0,09 15.864 3,09
2026-04-21 13F Sensible Money, LLC 0 -100,00 0
2026-04-28 13F Libra Wealth Llc 4.429 -1,49 656 1,55
2026-05-11 13F Foundations Investment Advisors, LLC 45.728 -6,86 6.772 -3,89
2026-04-17 13F New Covenant Trust Company, N.A. 19.544 -4,48 2.894 -2,26
2026-02-12 13F Harbour Investment Management Llc 0 -100,00 0
2026-04-20 13F Apella Capital, LLC 275.353 -4,87 42.710 2,81
2026-05-19 13F Paragon Private Wealth Management, LLC 1.940 -20,88 287 -18,23
2026-05-08 13F Prime Capital Investment Advisors, LLC 47.794 -2,47 7.078 0,64
2026-05-01 13F Sovran Advisors, LLC 6.133 -3,69 964 1,90
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-24 13F Zwj Investment Counsel Inc 12.594 -2,45 1.865 0,70
2026-05-07 13F Crewe Advisors LLC 1.562 -2,56 231 0,43
2026-02-05 13F Wealth Advisory Team LLC 49.534 -2,37 7.109 5,12
2026-05-08 13F Align Financial, LLC 360 -99,44 53 -17,19
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-29 13F Cambridge Capital Management, Llc 23.013 -4,98 3.408 -1,96
2026-05-06 13F LPL Financial LLC 6.759.886 -0,88 1.001.139 2,28
2026-04-17 13F Atlas Brown,Inc. 1.465 -2,01 217 0,93
2026-04-16 13F Trinity Legacy Partners, LLC 11.861 -0,39 1.816 6,32
2026-04-24 13F Reality Financial Planning Services, LLC 117.640 -0,34 17.422 2,85
2026-04-23 13F Global Trust Asset Management, LLC 722 -32,02 107 -30,26
2026-05-13 13F Quantum Capital Management, LLC / NJ 21.351 -2,87 3.162 0,25
2026-05-12 13F Thoroughbred Financial Services, Llc 17.089 -0,37 3 0,00
2026-04-28 13F Indiana Trust & Investment Management CO 1.629 -7,91 241 -4,74
2026-04-15 13F Snider Financial Group 4.194 -48,32 621 -46,65
2026-04-24 13F Medallion Wealth Advisors, LLC 14.068 -2,06 2.083 1,07
2026-05-08 13F Dodds Wealth, LLC 25.334 -5,42 3.752 -2,42
2026-04-09 13F Keystone Financial Planning, Inc. 0 -100,00 0
2026-04-23 13F Cornerstone Wealth Management, LLC 8.390 -0,31 1.243 2,90
2026-05-07 13F Grandview Asset Management LLC 88.704 -4,41 13.173 -1,09
2026-05-07 13F Dakota Wealth Management 9.588 -18,88 1.420 -16,33
2026-04-29 13F Armor Investment Advisors, LLC 12.119 -0,82 1.795 2,34
2026-05-11 13F Integrity Alliance, Llc. 50.667 -27,69 7.504 -25,39
2026-04-28 13F Bfsg, Llc 4.854 -1,42 719 1,70
2026-04-28 13F Altfest L J & Co Inc 1.956 -52,94 290 -51,51
2026-04-20 13F Darrow Company, Inc. 46.623 -2,63 6.905 0,47
2026-05-08 13F United Financial Planning Group LLC 2.983 -17,94 442 -15,36
2026-04-15 13F Ffg Retirement Advisors Llc 42.927 -7,41 6.357 -4,45
2026-05-07 13F Midland Wealth Advisors Llc 9.428 -1,52 1.396 1,60
2026-05-06 13F Simon Quick Advisors, Llc 22.666 -1,05 3.357 2,10
2026-05-13 13F Ameritas Investment Partners, Inc. 3.855 -1,23 571 1,79
2026-05-15 13F TRUE Private Wealth Advisors 2.534 -85,43 375 -84,97
2026-04-24 13F Brown Financial Advisory 6.296 -23,68 932 -21,28
2026-05-14 13F Atomi Financial Group, Inc. 11.431 -1,76 1.693 1,32
2026-04-17 13F Union Savings Bank 39.294 -2,08 5.819 1,04
2026-04-23 13F Embree Financial Group 45.822 -1,28 6.786 1,88
2026-04-28 13F Whittier Trust Co 48.316 -5,18 7.184 -3,93
2026-05-01 13F International Assets Investment Management, Llc 20.815 -20,36 3.080 -17,89
2026-05-04 13F Headland Capital, LLC 1.440 -5,08 213 -1,84
2026-05-15 13F/A Spears Abacus Advisors LLC 2.269 -8,84 336 -5,88
2026-05-12 13F Bnp Paribas Arbitrage, Sa 501.305 -28,48 74.243 -26,20
2026-05-12 13F Ameritas Advisory Services, LLC 62.595 -4,27 9.270 -1,21
2026-05-27 13F Security Financial Services, INC. 0 -100,00 0
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 1.572 -0,19 233 2,65
2026-04-17 13F Summit Wealth Partners, LLC 76.495 -1,71 11.329 1,43
2026-05-05 13F Mraz, Amerine & Associates, Inc. 11.332 -1,90 1.678 1,27
2026-04-21 13F HF Advisory Group, LLC 0 -100,00 0 -100,00
2026-04-24 13F Clarity Wealth Advisors, LLC 2.826 -0,77 419 2,45
2026-05-14 13F EP Wealth Advisors, Inc. 108.296 -7,89 16.039 -4,95
2026-05-06 13F Quest 10 Wealth Builders, Inc. 3.083 -44,24 457 -42,50
2026-04-29 13F Cary Street Partner Investment Advisory Llc 52 -3,70 8 0,00
2026-05-06 13F Vista Capital Partners, Inc. 2.384 -6,14 353 -3,02
2026-02-06 13F New Millennium Group LLC 538 -0,92 77 1,32
2026-04-21 13F Laurel Oak Wealth Management, Llc 65.036 -8,07 9.632 -5,13
2026-04-13 13F Highland Capital Management, Llc 0 -100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 15.100 -0,78 2.236 2,38
2026-04-15 13F Sightline Wealth Advisors, LLC 1.511 -73,94 224 -73,20
2026-05-08 13F Walleye Trading LLC Call 0 -100,00 0
2026-04-15 13F Norden Group Llc 3.567 -43,25 528 -41,46
2026-04-07 13F Cooper Financial Group 1.900 -4,86 281 -1,75
2026-05-15 13F Navis Wealth Advisors, LLC 0 -100,00 0
2026-02-06 13F Motco 0 -100,00 0
2026-05-18 13F Strategic Investment Advisors / MI 0 -100,00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 72.420 -2,79 10.725 0,31
2026-04-17 13F Sovereign Financial Group, Inc. 45.920 -2,21 6.801 0,91
2026-04-01 13F Adelphi Trust Co 0 -100,00 0
2026-05-12 13F Wescott Financial Advisory Group, LLC 2.444 -21,44 362 -19,06
2026-04-08 13F Cambridge Financial Group, LLC 15.013 -26,79 2.223 -23,08
2026-01-12 13F Cordant, Inc. 0 -100,00 0
2026-05-15 13F Point72 Asset Management, L.P. Call 14.800 -35,09 2.192 -33,04
2026-05-15 13F Point72 Asset Management, L.P. Put 8.000 -55,06 1.185 -53,64
2026-04-23 13F Caliber Wealth Management, LLC / KS 1.439 -8,05 213 -4,91
2026-04-15 13F Gradient Capital Advisors, LLC 5.307 -1,30 786 1,82
2026-05-14 13F Wealth Alliance 4.204 -6,62 623 -3,72
2026-04-15 13F Third View Private Wealth, LLC 2.617 -1,54 388 1,57
2026-04-23 13F Kagan Cocozza Asset Management 2.914 -4,02 432 -0,92
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 35.518 -1,72 5 0,00
2026-01-13 13F FSA Investment Group, LLC 0 -100,00 0
2026-05-11 13F Evermay Wealth Management Llc 80.623 -2,61 11.940 0,51
2026-05-15 13F Advisory Services Network, LLC 57.237 -12,68 8.477 -9,90
2026-04-28 13F Tide Cove Capital Partners LLC 51.610 -20,43 7.986 -20,94
2026-02-11 13F Truepoint, Inc. 0 -100,00 0
2026-05-14 13F Mcguire Capital Advisors Inc 2.151 -2,05 319 0,95
2026-04-28 13F Cordoba Advisory Partners LLC 0 -100,00 0
2026-04-22 13F Omnitrust Wealth Management, Inc 0 -100,00 0
2026-04-23 13F Blackston Financial Advisory Group, LLC 37.475 -2,30 5.550 0,80
2026-05-05 13F Fisher Asset Management, LLC 2.546 -41,90 377 -39,97
2026-04-27 13F PAX Financial Group, LLC 21.611 -12,25 3.201 -9,45
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 0 -100,00 0
2026-04-16 13F Sentinel Pension Advisors Inc 1.670 -6,76 247 -3,89
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 2.970 -13,81 465 -6,07
2026-05-12 13F Stokes Family Office, LLC 86.816 -0,80 12.857 2,37
2026-05-15 13F Toroso Investments, LLC 0 -100,00 0
2026-05-08 13F Gen-Wealth Partners Inc 332 -23,15 49 -20,97
2026-05-14 13F Empower Advisory Group, LLC 4.007 -23,24 593 -20,83
2026-05-05 13F Clear Harbor Asset Management, LLC 39.841 -2,75 5.901 0,36
2026-05-11 13F Commonwealth Retirement Investments LLC 3.664 -1,87 543 1,31
2026-05-07 13F Paradigm, Strategies in Wealth Management, LLC 0 -100,00 0
2026-05-11 13F Vantagepoint Investment Advisers Llc 2.229.005 -3,71 330.116 -0,64
2026-01-29 13F Midwest Capital Advisors, LLC 0 -100,00 0
2026-04-21 13F River Street Advisors LLC 6.966 -2,08 1.032 1,08
2026-05-07 13F Florida Financial Advisors, Llc 4.379 -32,40 649 -30,25
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-05-15 13F JT Stratford LLC 10.320 -3,76 1.528 -0,65
2026-01-29 13F Vanguard Group Inc 93.247 -1,19 13.383 0,62
2026-05-08 13F Zions Bancorporation, National Association /ut/ 0 -100,00 0
2026-04-27 13F Beacon Financial Advisory LLC 13.672 -2,02 2.025 1,10
2026-04-14 13F Cdm Financial Counseling Services, Inc. 23.738 -3,72 3.516 -0,65
2026-05-06 13F Sound View Wealth Advisors Group, LLC 60.702 -1,33 8.990 1,81
2026-05-06 13F Crescent Grove Advisors, LLC 80.547 -0,36 11.929 2,83
2026-05-08 13F Roundview Capital LLC 17.925 -1,80 2.655 1,34
2026-05-08 13F Cornerstone Financial Management LLC 8.651 -7,56 1.281 -4,62
2026-05-15 13F Coco Enterprises, LLC 163.823 -0,29 24.302 3,07
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-10 13F Prosperity Planning, Inc. 1.388 -25,50 206 -23,22
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-04-30 13F Beacon Financial Group 175.685 -12,84 26.019 -10,06
2026-05-01 13F R. W. Roge & Company, Inc. 14.086 -2,34 2 0,00
2026-05-15 13F Tradition Wealth Management, LLC 16.163 -0,54 2.394 2,62
2026-04-16 13F Beese Fulmer Investment Management, Inc. 7.663 -0,12 1.135 3,00
2026-04-21 13F Welch Group, LLC 6.955 -2,18 1.030 0,98
2026-04-27 13F BIP Wealth, LLC 38.520 -15,50 5.705 -12,81
2026-04-30 13F Waterfront Wealth Inc. 3.295 -14,24 488 -14,56
2026-04-09 13F Mechanics Bank Trust Department 21.822 -0,81 3.232 2,34
2026-05-05 13F Leo Wealth, LLC 12.671 -9,83 1.877 -6,94
2026-05-11 13F Insight Advisors, LLC/ PA 4.671 -26,10 692 -23,81
2026-04-13 13F Massmutual Trust Co Fsb/adv 1.433 -96,48 212 -96,37
2026-05-07 13F Wells Financial Advisors INC 3.105 -86,26 460 -85,84
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-04-14 13F eCIO, Inc. 0 -100,00 0
2026-05-05 13F Signet Financial Management, Llc 18.772 -6,16 2.780 -3,17
2026-05-04 13F CORDA Investment Management, LLC. 31.811 -3,68 4.711 -0,59
2026-05-14 13F Twin Tree Management, LP Call 0 -100,00 0
2026-04-20 13F Keudell/Morrison Wealth Management 73.085 -1,91 10.824 1,22
2026-04-09 13F American National Bank of Texas 6.714 -0,89 994 2,26
2026-05-12 13F Atlantic Union Bankshares Corp 3.309 -3,81 490 -0,61
2026-05-01 13F Citizens Financial Group Inc/ri 21.156 -0,63 3.133 2,55
2026-05-07 13F 360 Financial, Inc. 13.326 -0,08 1.974 3,08
2026-04-29 13F Sunrise Financial Services, LLC 166 -56,54 25 -55,56
2026-05-06 13F DecisionPoint Financial, LLC 245 -19,67 36 -16,28
2026-05-01 13F Capital City Trust Co/fl 16.456 -1,15 2.437 2,01
2026-05-04 13F Conservest Capital Advisors, Inc. 198.052 -13,95 29.332 -11,20
2026-05-07 13F Francis Financial, Inc. 81.308 -24,79 12.042 -22,40
2026-04-30 13F Forza Wealth Management, LLC 28.680 -2,72 4.248 0,38
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 64.370 -1,49 9.533 1,65
2026-04-15 13F PW Nova Financial Services LLC 1.749 -0,57 259 1,57
2026-05-15 13F/A Arrowroot Family Office, LLC 15.555 -14,81 2.304 -12,10
2026-02-13 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-05-13 13F Richard W. Paul & Associates, LLC 15.046 -0,03 2.228 3,15
2026-02-04 13F Boston Private Wealth Llc 0 -100,00 0
2026-05-04 13F First Foundation Advisors 3.143 -1,57 465 1,53
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-03 13F Hickory Point Bank & Trust 21.134 -0,28 3.130 2,89
2026-04-30 13F Ibex Wealth Advisors 10.624 -11,13 1.574 -8,28
2026-04-14 13F Covenant Asset Management, LLC 4.794 -0,58 710 2,46
2026-04-28 13F Oxler Private Wealth LLC 41.218 -3,12 6.104 -0,03
2026-05-01 13F New Republic Capital, LLC 7.151 -6,56 1.059 -3,55
2026-05-04 13F Wsfs Capital Management, Llc 122.179 -13,60 18.095 -10,84
2026-04-22 13F Krm Wealth Management L.l.c. 4.383 -6,94 649 -3,85
2026-05-04 13F Mml Investors Services, Llc 522.526 -16,68 77.386 -14,02
2026-02-13 13F Icon Wealth Advisors, LLC 0 -100,00 0
2026-04-10 13F Charles Schwab Trust Co 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 10.144 -4,94 1.476 -3,66
2026-05-15 13F CI Private Wealth, LLC 723.858 -0,87 107.072 2,17
2026-04-07 13F Fragasso Group Inc. 6.934 -3,59 1.031 -0,10
2026-05-14 13F Dorsey & Whitney Trust CO LLC 53.515 -0,05 7.926 3,14
2026-05-15 13F Vista Investment Management 7.596 -1,44 1.125 1,72
2026-05-15 13F Advisor Group Holdings, Inc. 1.384.842 -4,83 205.150 -1,80
2026-04-30 13F Cedar Mountain Advisors, LLC 579 -18,10 86 -15,84
2026-04-22 13F Formidable Asset Management, LLC 13.215 -4,39 1.897 -2,67
2026-04-23 13F Avant Financial Advisors LLC 0 -100,00 0
2026-04-27 13F FF Advisors,LLC 14.477 -0,01 2.256 8,57
2026-05-07 13F New Insight Wealth Advisors 11.961 -7,06 1.771 -4,11
2026-05-13 13F Mainsail Asset Management, Llc 24.456 -0,04 3.622 3,13
2026-04-20 13F LifeWealth Investments, LLC 0 -100,00 0
2026-05-01 13F BKD Wealth Advisors, LLC 81.137 -1,21 12.016 1,94
2026-05-13 13F Franklin Resources Inc 15.300 -54,29 2.266 -52,84
2026-05-13 13F GeoWealth Management, LLC 2.671 -92,68 396 -92,46
2026-04-17 13F Novare Capital Management Llc 10.057 -0,03 1.489 3,19
2026-01-29 13F Comerica Bank 204.322 -1,75 29.324 0,04
2026-04-08 13F Ehrlich Financial Group 1.774 -30,35 263 -28,22
2026-04-17 13F Willner & Heller, Llc 3.433 -1,12 508 2,01
2026-04-30 13F GreatBanc Trust CO 10.785 -17,83 1.597 -15,19
2026-05-15 13F Wealth Architects, LLC 2.338 -4,06 346 -0,86
2026-04-14 13F Patriot Investment Management Inc. 103.642 -1,76 15.349 1,38
2026-04-27 13F Td Private Client Wealth Llc 11 -50,00 2 -66,67
2026-04-21 13F Claro Advisors LLC 0 -100,00 0
2026-05-11 13F Fairscale Capital, LLC 9.883 -0,47 1.464 2,67
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2026-04-20 13F Payne Capital LLC 0 -100,00 0
2026-05-08 13F Curtis Advisory Group, LLC 7.341 -7,16 1.087 -4,14
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