MX:DVY / iShares Trust - iShares Select Dividend ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares Select Dividend ETF
MX ˙ BMV ˙ US4642871689
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 MAI Capital Management 81.582 -3,37 12.352 3,67
2026-05-12 13F Rathbone Brothers plc 40.358 -1,44 6.111 5,73
2026-04-07 13F First Citizens Financial Corp 5.908 -0,10 895 7,19
2026-01-30 13F Simplicity Wealth,LLC 0 -100,00 0
2026-05-13 13F/A Jpmorgan Chase & Co 1.536.717 -6,67 230.554 -0,79
2026-04-22 13F Vicus Capital 1.514 -20,27 229 -14,55
2026-04-08 13F Gilman Hill Asset Management, LLC 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-29 13F IAG Wealth Partners, LLC 0 -100,00 0
2026-04-27 13F JB Capital LLC 2.423 -5,43 367 1,39
2026-04-07 13F Heartwood Wealth Advisors LLC 4.377 -0,59 663 6,60
2026-05-15 13F Mercer Global Advisors Inc /adv 150.983 -15,88 22.860 -7,31
2026-05-07 13F Bearing Point Capital, Llc 2.835 -38,17 429 -33,69
2026-04-29 13F Connable Office Inc 1.406 -69,14 213 -67,03
2026-04-13 13F Creative Financial Designs Inc /adv 558 -15,07 84 -8,70
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 13.425 -0,20 2.033 7,06
2026-05-13 13F Visionary Wealth Advisors 1.602 -1,48 243 5,68
2026-04-30 13F Hsbc Holdings Plc 13.745 -9,76 2.081 -3,16
2026-04-23 13F SageGuard Financial Group, LLC 5.081 -7,23 769 -0,52
2026-04-20 13F Friedenthal Financial 259 -53,50 39 -50,00
2026-04-17 13F/A Founders Financial Securities Llc 9.917 -41,39 1.522 -36,31
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.978 -8,04 299 -1,32
2026-04-14 13F Global Trust Wealth Management LLC 2.302 -36,51 349 -31,90
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-04-27 13F Charter Capital Management, LLC\DE 3.408 -12,01 516 -5,49
2026-05-13 13F/A Quadrant Capital Group Llc 815 -32,37 123 -27,65
2026-04-21 13F Capital Investment Counsel, Inc 800 -22,63 121 -16,55
2026-04-29 13F WealthPLAN Partners, LLC 5.097 -0,59 772 6,64
2026-04-13 13F Moody Lynn & Lieberson, Llc 3.335 -1,48 505 5,66
2026-05-08 13F Banco de Sabadell, S.A 18.560 -24,94 3 -33,33
2026-05-13 13F Mariner, LLC 395.961 -1,45 59.948 5,71
2026-05-14 13F Us Bancorp \de\ 1.103.131 -0,75 167.025 6,47
2026-04-20 13F Eagle Strategies LLC 12.741 -6,32 1.929 0,52
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-21 13F One Wealth Advisors, LLC 27.372 -0,10 4.144 7,16
2026-05-15 13F Bank Of America Corp /de/ 8.065.913 -1,28 1.221.260 5,91
2026-04-15 13F Founders Grove Wealth Partners, Llc 1.562 -0,89 237 6,31
2026-05-15 13F Tradition Wealth Management, LLC 28.752 -1,97 4.353 5,17
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-04-28 13F Tempus Wealth Planning, LLC 13.062 -0,49 1.978 6,75
2026-04-24 13F Keybank National Association/oh 31.287 -0,49 4.737 6,76
2026-05-07 13F MONECO Advisors, LLC 0 -100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 7.297 -0,88 1.105 6,26
2026-05-13 13F BlackRock, Inc. 28.683 -34,11 4.343 -29,32
2026-05-28 13F Henshaw Capital LLC 0 -100,00 0 -100,00
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 13.081 -0,01 1.981 7,26
2026-06-01 13F Caerus Investment Advisors, LLC 16.920 -2,03 2.562 5,09
2026-05-13 13F Philadelphia Trust Co 2.033 -12,86 0
2026-04-06 13F WASHINGTON TRUST Co 13.969 -3,18 2.115 3,88
2026-04-29 13F Sageworth Trust Co 6.485 -0,86 982 6,28
2026-05-11 13F WFA of San Diego, LLC 1.480 -51,65 224 -48,15
2026-04-30 13F Sequoia Financial Advisors, LLC 55.816 -2,79 8.451 4,28
2026-05-08 13F Glenview Trust Co 46.932 -0,06 7.106 7,20
2026-04-09 13F Park Place Capital Corp 6.422 -6,21 972 0,62
2026-04-29 13F Sigma Investment Counselors Inc 1.845 -9,78 279 -3,12
2026-05-14 13F Stonebridge Capital Advisors LLC 7.585 -28,77 1.148 -23,57
2026-04-07 13F Blueline Advisors Llc 799 -3,50 121 3,45
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 163.287 -23,03 23.595 -23,36
2026-05-05 13F D.a. Davidson & Co. 30.911 -2,75 4.680 4,32
2026-04-21 13F Creative Capital Management Investments LLC 200 -55,75 30 -52,38
2026-04-01 13F Bangor Savings Bank 3.359 -0,86 509 6,28
2026-05-08 13F Pnc Financial Services Group, Inc. 3.506.722 -1,33 530.953 5,85
2026-05-19 13F Western Wealth Management, LLC 21.389 -1,69 3.238 5,47
2026-05-01 13F Mutual Advisors, LLC 55.941 -7,72 8.470 -1,01
2026-04-20 13F SILVER OAK SECURITIES, Inc 0 -100,00 0
2026-05-12 13F Bank of Jackson Hole Trust 3.675 -14,04 556 -7,79
2026-05-01 13F Rakuten Securities, Inc. 24 -31,43 4 -25,00
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 6.115 -1,86 926 5,23
2026-04-30 13F First Horizon Corp 11.600 -16,12 1.756 -9,99
2026-05-15 13F CI Private Wealth, LLC 95.057 -30,18 14.358 -25,29
2026-04-15 13F Wolff Financial Management Llc 8.880 -0,18 1.344 7,09
2026-05-14 13F Baird Financial Group, Inc. 242.901 -5,27 36.778 1,62
2026-05-01 13F Slagle Financial, LLC 0 -100,00 0
2026-05-20 13F SOA Wealth Advisors, LLC. 63.420 -2,66 9.602 4,43
2026-04-24 13F KC Investment Advisors, LLC 0 -100,00 0
2026-05-13 13F Pinnacle Financial Group, LLC / IL 58.781 -7,66 8.900 -0,93
2026-05-08 13F Highview Capital Management LLC/DE/ 1.925 -18,02 291 -12,08
2026-04-28 13F Integrated Advisors Network LLC 10.390 -67,75 1.573 -65,41
2026-05-07 13F Meeder Advisory Services, Inc. 0 -100,00 0
2026-05-15 13F Strive Financial Group ,LLC 251 -14,33 38 -7,32
2026-04-29 13F WPG Advisers, LLC 6 -45,45 1 -100,00
2026-05-07 13F Commonwealth Financial Services, LLC 2.515 -0,24 381 7,04
2026-05-05 13F CapWealth Advisors, LLC 4.895 -3,74 741 3,35
2026-05-14 13F Chancellor Financial Group WB LP 0 -100,00 0
2026-04-29 13F Invested Advisors 4.814 -0,23 729 6,90
2026-05-05 13F Gallagher Capital Advisors, LLC 0 -100,00 0
2026-04-06 13F Baring Financial LLC 3.249 -4,19 492 2,72
2026-04-27 13F Osborne Partners Capital Management, Llc 12.564 -2,71 1.902 4,39
2026-05-05 13F Cullen/frost Bankers, Inc. 109.595 -9,15 16.594 -2,55
2026-04-16 13F Montecito Bank & Trust 5.572 -0,18 844 7,12
2026-04-30 13F Csenge Advisory Group 18.704 -0,12 2.832 7,19
2026-04-23 13F Dupree Financial Group, LLC 5.591 -2,83 847 4,19
2026-04-27 13F Hunter Associates Investment Management Llc 2.578 -7,30 0
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-13 13F Capital Group Private Client Services, Inc. 6.189 -4,30 937 2,74
2026-04-27 13F Td Private Client Wealth Llc 62.064 -2,75 9.397 4,33
2026-04-14 13F Precedent Wealth Partners, Llc 10.321 -8,86 1.563 -2,25
2026-05-13 13F Fox Hill Wealth Management 10.611 -0,14 1.607 7,14
2026-04-07 13F Eastern Bank 8.630 -2,03 1.307 5,07
2026-04-13 13F Gridiron Partners, LLC 0 -100,00 0
2026-04-27 13F Fairfield Financial Advisors, LTD 2.142 -10,49 324 -3,86
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 1.375 -93,70 208 -93,25
2026-05-06 13F Crescent Grove Advisors, LLC 19.892 -1,83 3.012 5,32
2026-01-23 13F First PREMIER Bank 0 -100,00 0
2026-04-09 13F Secure Asset Management, LLC 3.245 -3,97 491 3,15
2026-05-15 13F MidFirst Bank 23.664 -2,60 3.583 4,46
2026-05-15 13F NCM Capital Management, LLC 12.264 -3,84 1.857 3,11
2026-02-11 13F First Command Advisory Services, Inc. 0 -100,00 0
2026-03-12 13F Farmers National Bank 10.283 -1,28 1.451 -1,96
2026-04-22 13F Motco 1.711 -37,80 259 -33,25
2026-04-16 13F Flywheel Private Wealth LLC 5.144 -2,83 779 4,15
2026-05-14 13F Mission Creek Capital Partners, Inc. 10.668 -1,42 1.615 5,76
2026-05-12 13F Omega Financial Group, LLC 31.542 -5,48 4.776 1,38
2026-01-30 13F BancorpSouth Bank 7.678 -0,93 1.084 -1,63
2026-05-15 13F/A EverSource Wealth Advisors, LLC 418 -3,24 63 5,00
2026-04-17 13F Boston Private Wealth Llc 10.872 -7,25 1.646 -0,48
2026-04-17 13F Charter Trust Co 8.201 -0,07 1.242 7,17
2026-04-10 13F Capital Advantage, Inc. 6.157 -1,12 932 6,15
2026-05-04 13F Mml Investors Services, Llc 89.086 -6,14 13.489 0,69
2026-04-17 13F Krilogy Financial LLC 5.906 -0,29 903 2,27
2026-04-10 13F Northside Capital Management, LLC 653.948 -0,01 99.014 7,27
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-21 13F Paradigm Financial Partners, Llc 3.545 -22,80 537 -17,28
2026-04-20 13F Fonville Wealth Management LLC 4.362 -2,68 660 4,43
2026-05-01 13F CMG Global Holdings, LLC 22.968 -0,17 3.478 -2,08
2026-05-06 13F M. Kulyk & Associates, LLC 3.228 -3,87 489 3,17
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-07 13F Principle Wealth Partners Llc 42.468 -1,04 6.430 6,16
2026-05-14 13F Diversified Enterprises, LLC 1.378 -26,58 209 -21,21
2026-04-07 13F CoreCap Advisors, LLC 4.981 -33,96 754 -29,14
2026-04-27 13F Syntegra Private Wealth Group, LLC 11.223 -3,43 1.699 3,60
2026-04-27 13F Altus Wealth Group LLC 1.807 -6,42 274 0,37
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-07 13F Grandfield & Dodd, Llc 1.399 -26,33 212 -21,27
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-08 13F Darden Wealth Group Inc 13.945 -0,71 2.112 6,51
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-01 13F Ring Mountain Capital, LLC 1.519 -0,91 0
2026-05-14 13F Vident Advisory, LLC 0 -100,00 0
2026-01-30 13F Arlington Trust Co LLC 0 -100,00 0
2026-05-14 13F O'ROURKE & COMPANY, Inc 8.012 -3,33 1.213 3,76
2026-02-11 13F Vise Technologies, Inc. 0 -100,00 0
2026-04-17 13F Union Savings Bank 11.487 -5,67 1.739 1,22
2026-05-15 13F Smartleaf Asset Management LLC 272 -28,61 41 -25,93
2026-05-18 13F Arkadios Wealth Advisors 15.105 -1,58 2.287 5,59
2026-04-24 13F National Asset Management, Inc. 5.284 -28,03 793 -23,55
2026-05-15 13F Resources Management Corp /ct/ /adv 0 -100,00 0
2026-04-28 13F Belpointe Asset Management LLC 9.645 -0,62 1.460 6,65
2026-05-11 13F Chilton Capital Management Llc 2.191 -43,72 332 -39,71
2026-04-24 13F Balentine LLC 35.485 -5,62 5.373 1,24
2026-04-27 13F Lodestar Private Asset Management Llc 5.014 -0,46 759 6,90
2026-05-15 13F Susquehanna International Group, Llp Put 59.300 -0,84 8.979 6,37
2026-04-23 13F Pathway Financial Advisers, LLC 7.093 -0,49 1.074 6,66
2026-05-15 13F Susquehanna International Group, Llp 17.920 -91,60 2.713 -90,99
2026-05-14 13F StoneX Group Inc. 0 -100,00 0
2026-05-06 13F Assetmark, Inc 220.488 -1,17 33.384 6,02
2026-05-11 13F Wealth Dimensions Group, Ltd. 6.221 -1,75 942 5,38
2026-04-21 13F Sandro Wealth Management LLC 2.334 -27,20 353 -21,90
2026-05-14 13F Neuberger Berman Group LLC 6.903 -2,27 1.045 4,92
2026-01-12 13F Foster Group, Inc. 0 -100,00 0
2026-04-23 13F waypoint wealth counsel 9.550 -4,15 1.446 2,77
2026-04-14 13F Shrier Wealth Management, Llc 4.518 -2,17 684 5,07
2026-05-14 13F Cwm, Llc 52.313 -3,57 7.921 113.042,86
2026-04-10 13F Armstrong Advisory Group, Inc 766 -18,07 116 -12,21
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 11.400 -33,72 1.726 -28,88
2026-05-14 13F Gwn Securities Inc. 1.918 -2,04 290 5,07
2026-05-13 13F Prosperity Financial Group, Inc. 1.672 -1,47 253 5,86
2026-04-16 13F Ironwood Financial, llc 34.081 -2,66 5.160 1,44
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-05-11 13F Options Solutions, Llc 1.900 -3,06 288 3,99
2026-05-05 13F UBS Group AG 1.163.600 -2,21 176.181 4,91
2026-05-06 13F ProVise Management Group, LLC 2.928 -6,84 443 0,00
2026-05-13 13F Buckingham Strategic Partners 16.487 -12,79 2.496 -6,45
2026-04-09 13F Wedmont Private Capital 2.606 -17,40 399 -11,33
2026-05-15 13F Royal Bank Of Canada 2.746.436 -10,65 415.836 -4,15
2026-04-24 13F Root Financial Partners, LLC 1 -98,92 0 -100,00
2026-05-11 13F Federated Hermes, Inc. 0 -100,00 0
2026-04-30 13F Selective Wealth Management, Inc. 4.323 -3,35 661 0,00
2026-05-15 13F Toronto Dominion Bank 0 -100,00 0
2026-04-30 13F Stronghold Wealth Management L.L.C. 6.769 -2,74 1.025 4,28
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 34.582 -0,23 5.236 7,03
2026-05-12 13F Cascade Financial Partners, LLC 14.670 -3,38 2.221 3,69
2026-04-13 13F Pettinga Financial Advisors, LLC 0 -100,00 0
2026-04-27 13F Pensionmark Financial Group, Llc 20.320 -6,15 3.077 0,69
2026-04-17 13F Vermillion Wealth Management, Inc. 245 -2,00 37 5,71
2026-02-17 13F High Falls Advisors, Inc 6.128 -34,78 865 -35,28
2026-04-20 13F Miller Howard Investments Inc /ny 184.182 -63,58 27.887 -60,93
2026-05-07 13F Continuum Wealth Advisors, Llc 2.731 -2,50 414 4,56
2026-04-08 13F Northstar Advisory Group, LLC 1.537 -0,45 233 6,91
2026-04-09 13F Victrix Investment Advisors 1.820 -14,15 276 -8,03
2026-05-05 13F Journey Advisory Group, LLC 6.443 -33,53 976 -28,73
2026-04-24 13F Ledyard National Bank 4.260 -1,16 645 6,09
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-05-14 13F SlateStone Wealth, LLC 2.617 -12,97 0
2026-04-27 13F Thrive Capital Management, LLC 3.163 -2,56 479 4,37
2026-04-10 13F Integris Wealth Management, LLC 3.997 -0,97 605 6,33
2026-05-11 13F Salomon & Ludwin, LLC 1.354 -4,65 205 0,99
2026-05-05 13F Beaumont Financial Advisors, LLC 56.527 -0,27 8.559 6,99
2026-05-15 13F Brown Advisory Inc 28.112 -5,67 4.256 1,19
2026-04-28 13F Dumont & Blake Investment Advisors Llc 61.686 -1,24 9.340 116.637,50
2026-04-28 13F Busey Wealth Management 2.692 -5,48 408 1,50
2026-05-05 13F Prosperity Consulting Group, LLC 9.235 -0,27 1.398 7,04
2026-04-17 13F Essex Savings Bank 2.854 -2,46 432 4,85
2026-05-14 13F Venture Visionary Partners LLC 10.367 -3,11 1.570 -1,20
2026-04-30 13F Independence Bank of Kentucky 15.570 -13,36 2.357 -7,06
2026-05-13 13F First Citizens Bank & Trust Co 14.984 -36,56 2.269 -31,95
2026-04-30 13F Yukon Wealth Management, Inc. 128.315 -2,01 19.428 -3,87
2026-05-01 13F Advisors Capital Management, LLC 1.900 -2,11 288 5,13
2026-05-05 13F HighTower Advisors, LLC 331.481 -0,02 50.189 7,25
2026-02-17 13F Glenmede Trust Co Na 240.055 -3,58 33.881 1,34
2026-02-17 13F Logan Stone Capital, LLC 0 -100,00 0
2026-05-12 13F Ausdal Financial Partners, Inc. 4.974 -5,17 753 1,76
2026-05-12 13F IFG Advisory, LLC 1.647 -96,26 249 -96,00
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-04-21 13F Venturi Wealth Management, LLC 4.343 -22,17 658 -16,52
2026-04-15 13F City Holding Co 17.681 -8,53 2.677 -1,87
2026-05-11 13F Portland Global Advisors LLC 4.600 -3,16 696 3,88
2026-04-13 13F GoalVest Advisory LLC 5.151 -55,29 780 -52,06
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-05-01 13F Associated Banc-corp 7.390 -5,13 1.119 1,73
2026-04-28 13F Robertson Stephens Wealth Management, LLC 10.498 -8,75 1.589 -2,09
2026-05-01 13F Bensler, LLC 14.549 -5,01 2.203 1,90
2026-05-12 13F Tiaa Trust, National Association 2.450 -80,53 371 -79,15
2026-05-04 13F Flaharty Asset Management, LLC 15.384 -6,37 2.329 0,47
2026-01-15 13F Westmount Partners, LLC 0 -100,00 0 -100,00
2026-05-08 13F Weinberger Asset Management, Inc 12.146 -20,73 1.839 -14,99
2026-05-15 13F Cullen Capital Management, LLC 0 -100,00 0
2026-04-15 13F Sage Capital Management, LLC 3.354 -1,44 508 5,83
2026-04-16 13F Asset Advisors Investment Management, LLC 61.797 -1,66 9.357 5,49
2026-05-12 13F Ellis Investment Partners, LLC 189.696 -0,46 28.722 6,78
2026-04-14 13F Juncture Wealth Strategies, Llc 4.692 -2,92 710 4,11
2026-04-08 13F Mma Asset Management Llc 0 -100,00 0
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 8.434 -3,05 1.277 3,99
2026-05-08 13F Fortis Group Advisors, LLC 6.122 -4,25 952 -1,14
2026-04-14 13F Arvest Investments, Inc. 1 -99,72 0 -100,00
2026-04-21 13F Wesbanco Bank Inc 18.191 -1,61 2.754 5,56
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-05-15 13F Security National Bank Of So Dak 7.080 -0,70 1.072 6,46
2026-05-11 13F HBK Sorce Advisory LLC 21.080 -0,31 3.210 -2,31
2026-05-15 13F/A Tudor Financial Inc. 2.531 -3,43 383 3,79
2026-05-11 13F Haverford Trust Co 18.163 -4,71 2.750 2,23
2026-05-05 13F Legacy Advisors, LLC 1.599 -16,89 242 -10,70
2026-04-14 13F Southland Equity Partners LLC 1.799 -33,81 272 -28,98
2026-05-04 13F Schnieders Capital Management, Llc. 3.551 -4,05 538 2,87
2026-05-06 13F Gryphon Financial Partners LLC 11.594 -19,36 1.755 -13,50
2026-05-06 13F Dunhill Financial, LLC 1.429 -0,07 216 7,46
2026-04-21 13F Old National Bancorp /in/ 69.172 -20,64 10.473 -14,87
2026-04-30 13F BRYN MAWR TRUST Co 6.843 -5,52 1.036 1,37
2026-04-03 13F Investors Research Corp 4.296 -0,88 650 6,38
2026-05-12 13F Daybright Advisory Services, Inc. 39.372 -0,40 5.961 6,85
2026-01-29 13F Comerica Bank 427.919 -1,24 60.396 -1,91
2026-05-13 13F Keystone Wealth Services, LLC 4.420 -3,24 669 3,88
2026-05-04 13F Archer Investment Corp 7.755 -1,08 1.174 6,15
2026-04-09 13F Shulman DeMeo Asset Management LLC 29.783 -0,82 4.509 6,39
2026-04-30 13F First National Bank & Trust Co Of Newtown 151.168 -11,28 22.888 -4,82
2026-05-01 13F Citizens Financial Group Inc/ri 38.986 -18,64 5.903 -12,72
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 14.154 -1,08 2.143 6,14
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2.713 -50,00 411 -47,90
2026-04-30 13F Hyposwiss Advisors SA 4.075 -12,83 617 -6,53
2026-04-13 13F Accelerate Investment Advisors LLC 2.007 -2,90 304 4,12
2026-02-03 13F Channel Wealth Llc 0 -100,00 0
2026-05-08 13F Dale Q Rice Investment Management Ltd 6.257 -0,43 947 6,88
2026-05-11 13F Capital Square, LLC 0 -100,00 0
2026-04-10 13F TCP Asset Management, LLC 5.194 -1,16 786 6,07
2026-05-15 13F Charles Schwab Investment Management Inc 15.343 -93,92 2.397 -93,27
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 358 -10,05 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-01-22 13F Greenberg Financial Group 64.112 -1,03 9.049 -7,75
2026-04-23 13F Forum Financial Management, LP 0 -100,00 0
2026-05-04 13F Nwam Llc 12.602 -1,85 1.908 1,01
2026-04-24 13F KPP Advisory Services LLC 2.533 -1,94 384 5,22
2026-05-04 13F Purkiss Capital Advisors LLC 3.547 -8,37 537 -1,65
2026-05-08 13F Bokf, Na 53.865 -40,62 8.156 -36,30
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-15 13F Cypress Capital Group 12.077 -0,82 1.829 6,40
2026-04-20 13F Sowell Financial Services LLC 16.925 -0,08 2.563 7,20
2026-05-13 13F Natixis Advisors, L.p. 18.804 -11,80 3 -33,33
2026-04-08 13F Gainplan LLC 2.341 -7,80 354 -1,12
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-03-23 13F/A Barclays Plc 0 -100,00 0
2026-05-05 13F Signet Financial Management, Llc 6.767 -1,28 1.025 5,89
2026-04-17 13F Morris Financial Concepts, Inc. 388 -2,27 59 3,57
2026-04-14 13F Focus Financial Network, Inc. 9.442 -5,50 1.430 1,35
2026-02-09 13F Sensible Money, LLC 0 -100,00 0
2026-04-28 13F Cabana Llc 5.772 -15,29 874 -9,05
2026-04-07 13F Twele Capital Management, Inc. 2.383 -0,75 361 6,51
2026-05-11 13F Linscomb & Williams, Inc. 54.073 -16,49 8.187 -10,41
2026-05-12 13F Rsm Us Wealth Management Llc 9.033 -1,12 1.368 5,23
2026-05-14 13F CIBC World Markets Inc. 283.465 -0,69 42.919 6,54
2026-04-28 13F GM Advisory Group, Inc. 2.476 -0,80 375 6,25
2026-04-20 13F Independent Wealth Network Inc. 8.270 -0,28 1.252 7,01
2026-05-06 13F Fidelis Capital Partners, LLC 11.940 -15,72 1.808 -9,60
2026-05-04 13F Citizens National Bank Trust Department 6.420 -0,39 972 6,93
2026-04-30 13F Stiles Financial Services Inc 2.784 -2,93 421 4,21
2026-05-11 13F Foundations Investment Advisors, LLC 4.006 -4,05 607 2,89
2026-05-13 13F Bank Of Montreal /can/ 768.498 -1,45 116.358 5,72
2026-05-12 13F Thoroughbred Financial Services, Llc 16.728 -3,92 3 0,00
2026-04-27 13F TCI Wealth Advisors, Inc. 8.274 -6,28 1.253 0,56
2026-04-27 13F Truist Financial Corp 1.099.024 -3,20 166.403 3,85
2026-05-12 13F Atlantic Union Bankshares Corp 3.190 -1,27 483 5,70
2026-05-07 13F Carson Advisory Inc. 1.853 -0,91 281 6,46
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 38.433 -1,27 5.819 5,92
2026-04-22 13F Apollon Wealth Management, LLC 7.538 -19,84 1.141 -14,02
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 1.573 -1,44 238 5,78
2026-04-17 13F Fifth Third Wealth Advisors LLC 137.997 -6,68 20.894 0,11
2026-04-22 13F Joel Isaacson & Co., LLC 21.419 -8,84 3.243 -2,20
2026-04-27 13F Soltis Investment Advisors LLC 2.598 -84,46 393 -83,34
2026-04-16 13F Heck Capital Advisors, LLC 0 -100,00 0
2026-04-22 13F Churchill Financial Advisors, LLC 6.618 -3,03 1.002 4,05
2026-05-08 13F Mystic Asset Management, Inc. 2.374 -2,47 359 4,66
2026-04-24 13F Courage Miller Partners, LLC 2.797 -0,18 424 7,09
2026-04-20 13F Hixon Zuercher, LLC 0 -100,00 0
2026-04-14 13F Patriot Investment Management Inc. 11.522 -3,56 1.745 3,44
2026-05-01 13F Johnson Investment Counsel Inc 24.755 -7,45 3.748 -0,72
2026-05-15 13F Richwood Investment Advisors, LLC 10.567 -1,86 1.600 -4,36
2026-04-17 13F Ignite Planners, LLC 5.031 -0,28 755 -0,53
2026-04-09 13F IFG Advisors, LLC 61.205 -46,97 9.267 -43,11
2026-05-11 13F Fiduciary Group LLC 4.199 -1,52 636 5,66
2026-05-12 13F Moneta Group Investment Advisors Llc 104.112 -0,52 15.764 6,72
2026-04-16 13F Evolve Private Wealth, Llc 3.044 -1,62 461 5,50
2026-02-17 13F NewSquare Capital LLC 0 -100,00 0
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-13 13F Scotia Capital Inc. 33.828 -8,01 5.122 -1,27
2026-04-24 13F Peregrine Asset Advisers, Inc. 16.342 -0,17 2.474 7,10
2026-05-14 13F HighPoint Advisor Group LLC 28.455 -2,53 4.308 4,56
2026-05-12 13F Strategic Wealth Partners, Ltd. 3.426 -4,14 519 2,78
2026-05-11 13F Howard Wealth Management, Llc 1.513 -4,00 229 3,15
2026-05-13 13F Freestone Capital Holdings, LLC 8.521 -9,50 1.290 -2,86
2026-04-21 13F Pallas Capital Advisors LLC 20.955 -3,04 3.173 4,00
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 11.661 -56,52 1.766 -53,37
2026-02-13 13F Diametric Capital, LP 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 14.245 -1,08 2.157 6,10
2026-05-14 13F Capula Management Ltd 0 -100,00 0
2026-04-09 13F Kelly Financial Group Llc 1.531 -7,83 232 -1,28
2026-05-18 13F Strait & Sound Wealth Management LLC 6.371 -4,08 965 2,88
2026-04-10 13F Pure Financial Advisors, Inc. 2.351 -0,17 356 6,93
2026-04-14 13F Regent Peak Wealth Advisors LLC 3.073 -17,83 465 -11,76
2026-05-13 13F River Wealth Advisors LLC 6.835 -8,89 1.035 -2,27
2026-05-12 13F Ameritas Advisory Services, LLC 16.774 -4,05 2.540 2,92
2026-04-24 13F American Institute for Advanced Investment Management, LLP 1.906 -12,61 289 -6,19
2026-05-13 13F Caitlin John, LLC 0 -100,00 0
2026-04-15 13F Dixon Fnancial Services, Inc. 0 -100,00 0
2026-04-08 13F FOCUS Wealth Advisors, LLC 38.931 -4,54 5.895 2,40
2026-01-07 13F KFA Private Wealth Group, LLC 0 -100,00 0
2026-05-13 13F Old North State Trust, LLC 8.228 -0,93 1 0,00
2026-04-21 13F Trust Co Of Virginia /va 1.533 -8,31 232 -1,28
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-05-08 13F Smithfield Trust Co 50.743 -1,25 8 0,00
2026-05-04 13F Cornerstone Advisory, LLC 2.197 -5,30 333 1,53
2026-05-14 13F Providence Capital Advisors, LLC 1.793 -45,07 271 -41,09
2026-05-15 13F Fiduciary Trust Co 11.846 -0,01 1.794 7,24
2026-01-13 13F Scratch Capital Llc 0 -100,00 0
2026-04-28 13F Arbor Investment Advisors, LLC 2.210 -1,16 335 6,03
2026-05-07 13F Ironwood Investment Counsel, LLC 1.849 -0,75 280 6,49
2026-04-16 13F Phillips Financial Management, Llc 952 -38,74 144 -34,25
2026-04-23 13F TFC Financial Management 5.798 -2,31 878 4,78
2026-05-11 13F CAPROCK Group, Inc. 5.679 -5,48 860 1,42
2026-04-20 13F City State Bank 490 -7,55 74 0,00
2026-05-12 13F/A Granite FO LLC 23.237 -18,71 3.518 -12,79
2026-05-08 13F Summit Asset Management, LLC 1.500 -3,23 227 4,13
2026-05-15 13F Hancock Whitney Corp 31.281 -0,15 4.859 9,88
2026-04-08 13F First Heartland Consultants, Inc. 2.271 -1,35 344 5,86
2026-05-15 13F Peapack Gladstone Financial Corp 18.170 -0,73 3 0,00
2026-05-13 13F GW&K Investment Management, LLC 4.374 -79,89 1 -100,00
2026-05-15 13F AlphaCore Capital LLC 29.303 -2,07 4.437 5,04
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-06-01 13F Flagship Wealth Advisors, Llc 8.364 -3,32 1.111 -9,02
2026-05-12 13F Laurel Wealth Advisors LLC 14.288 -0,01 2.176 7,89
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 8.035 -1,01 1.217 6,20
2026-05-11 13F Camden Capital, LLC 2.679 -20,65 406 -14,92
2026-05-15 13F Goldman Sachs Group Inc 692.694 -0,17 104.881 7,09
2026-05-12 13F CIBC Bancorp USA Inc. 58.375 -4,86 8.839 1,38
2026-05-13 13F NewEdge Wealth, LLC 20.329 -7,97 3.078 -1,25
2026-05-15 13F Df Dent & Co Inc 0 -100,00 0
2026-04-14 13F Madrona Financial Services, LLC 1.801 -55,99 273 -52,86
2026-04-28 13F Northstar Group, Inc. 2.975 -3,25 450 3,69
2026-04-16 13F Park National Corp /oh/ 17.002 -0,66 2.574 6,58
2026-05-21 13F BankChampaign, National Association 550 -42,23 83 7,79
2026-05-15 13F RMB Capital Management, LLC 12.577 -9,00 1.904 -2,36
2026-04-07 13F Park Avenue Securities Llc 13.916 -11,55 2 0,00
2026-04-22 13F Sterling Capital Management LLC 0 -100,00 0
2026-04-22 13F Spire Wealth Management 4.560 -0,13 690 7,14
2026-05-14 13F Allworth Financial LP 32.978 -1,23 4.993 5,96
2026-05-05 13F Atria Investments Llc 2.486 -39,69 376 -35,28
2026-05-13 13F PKS Advisory Services, LLC 26.824 -0,25 4.061 7,01
2026-04-23 13F Global Trust Asset Management, LLC 6.304 -1,97 954 5,18
2026-04-08 13F Sapient Capital Llc 16.537 -41,18 2.504 -37,39
2026-05-14 13F Joseph P. Lucia & Associates, LLC 31.425 -0,25 4.758 7,02
2026-05-11 13F CFO4Life Group, LLC 0 -100,00 0
2026-05-06 13F HWG Holdings LP 0 -100,00 0
2026-05-14 13F Keebeck Wealth Management, LLC 31.180 -14,55 4.721 -8,35
2026-04-13 13F Lee Financial Co 50.091 -2,88 7.584 4,19
2026-04-13 13F Chesley Taft & Associates LLC 1.953 -39,96 296 -35,73
2026-05-05 13F Duncan Williams Asset Management, LLC 1.553 -5,59 235 -7,11
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-04-30 13F Accredited Investors Inc. 7.719 -5,17 1.169 1,74
2026-01-13 13F FSA Investment Group, LLC 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 4.309 -4,46 652 2,52
2026-04-13 13F Highland Capital Management, Llc 41.385 -11,29 6.266 -4,83
2026-04-29 13F Greenwood Capital Associates Llc 7.680 -64,75 1.163 -62,21
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-04-22 13F Onyx Bridge Wealth Group LLC 1.657 -10,48 251 -4,21
2026-05-12 13F CBIZ Investment Advisory Services, LLC 3.238 -51,54 490 -48,04
2026-02-06 13F New Millennium Group LLC 14 -12,50 2 -50,00
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-15 13F Steinberganna Wealth Management 3.643 -8,65 552 -1,96
2026-04-22 13F Spirepoint Private Client, Llc 1.838 -0,81 278 6,51
2026-04-23 13F St. Clair Advisors, LLC 29.817 -0,36 4.515 6,89
2026-04-30 13F Millstone Evans Group, LLC 372 -28,05 56 -22,22
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 142.798 -1,17 21.616 5,99
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 12.874 -2,79 1.949 4,28
2026-04-16 13F Capital Advisors, Ltd. LLC 8.759 -3,15 1 0,00
2026-04-21 13F Old Second National Bank Of Aurora 1.040 -4,59 157 2,61
2026-05-07 13F First National Trust Co 8.241 -2,66 1.248 4,44
2026-05-11 13F Integrity Alliance, Llc. 6.838 -2,98 1.035 4,12
2026-04-22 13F Traphagen Investment Advisors Llc 2.068 -8,29 313 -1,57
2026-05-14 13F Mill Creek Capital Advisors, LLC 7.905 -22,71 1.197 -17,12
2026-04-22 13F Investment Advisory Group, LLC 12.829 -0,12 1.942 7,17
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2026-04-20 13F Verus Financial Partners, Inc. 45.808 -15,47 7.003 -13,23
2026-04-27 13F Wbh Advisory Inc 10.157 -3,32 1.534 3,44
2026-01-30 13F Renasant Bank 0 -100,00 0
2026-04-15 13F Cypress Wealth Services, LLC 18.724 -1,96 2.835 5,16
2026-05-14 13F Empower Advisory Group, LLC 0 -100,00 0
2026-05-01 13F AF Advisors, Inc. 2.808 -0,53 425 6,78
2026-04-08 13F Lakeridge Wealth Management LLC 4.196 -10,51 635 -3,93
2026-05-12 13F Jane Street Group, Llc Call 206.300 -68,00 31.236 -65,67
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-13 13F LexAurum Advisors, LLC 3.777 -5,03 572 1,06
2026-04-27 13F Denver Wealth Management, Inc. 1.470 -7,14 223 -0,45
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-13 13F Winthrop Advisory Group LLC 8.750 -0,50 1.325 6,69
2026-05-13 13F American Financial Advisors, LLC 1.658 -10,04 251 -3,46
2026-05-11 13F Daymark Wealth Partners, Llc 5.104 -0,29 773 6,93
2026-05-07 13F Centerpoint Advisors, LLC 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-05-14 13F Traynor Capital Management, Inc. 10.998 -15,96 1.650 -10,67
2026-05-04 13F Bleakley Financial Group, LLC 20.749 -17,10 3.142 -11,07
2026-04-22 13F Tred Avon Family Wealth, Llc 1.333 -76,12 202 -74,46
2026-04-27 13F Oxbow Advisors, LLC 12.621 -14,46 1.911 -8,26
2026-05-13 13F Lido Advisors, LLC 101.349 -10,47 15.345 -4,40
2026-05-15 13F Strategies Wealth Advisors, LLC 1.399 -70,63 212 -68,60
2026-05-13 13F Brinker Capital Investments, LLC 18.081 -48,51 2.738 -44,77
2026-04-07 13F Legacy Private Trust Co. 13.159 -14,58 1.992 -8,37
2026-04-15 13F Exchange Traded Concepts, Llc 38.370 -17,66 5.810 -11,68
2026-05-08 13F Grand Wealth Management, Llc 0 -100,00 0
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 0 -100,00 0
2026-05-14 13F Mcguire Capital Advisors Inc 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 1.608.990 -5,11 243.617 1,79
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-24 13F Bellevue Asset Management, Llc 4.192 -1,39 635 5,67
2026-04-30 13F Madison Wealth Partners, Inc 1.600 -30,28 242 -25,08
2026-01-23 13F Octavia Wealth Advisors, LLC 0 -100,00 0
2026-04-17 13F Wealthbridge Capital Management, Llc 15.444 -0,10 2.338 7,15
2026-05-05 13F Gentry Private Wealth, Llc 5.115 -13,31 774 -6,97
2026-04-08 13F Miracle Mile Advisors, LLC 28.729 -2,64 4.350 4,44
2026-04-23 13F OakTrust Wealth Advisors, LLC 2.047 -0,05 310 7,27
2026-04-27 13F Sound Income Strategies, LLC 11.082 -15,60 1.674 -13,63
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 4.827 -15,57 731 -9,43
2026-04-20 13F Segment Wealth Management, LLC 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 12.509 -3,35 1.894 3,67
2026-04-24 13F United Community Bank 4.310 -24,65 653 -19,21
2026-05-14 13F Capital Analysts, Inc. 26.259 -5,07 4 0,00
2026-04-10 13F MKT Advisors LLC 7.182 -3,65 1.089 1,78
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-17 13F Provident Wealth Management, LLC 551 -21,29 83 -15,31
2026-04-20 13F Ronald Blue Trust, Inc. 885 -15,31 134 -9,52
2026-04-23 13F Atlas Private Wealth Advisors 6.766 -0,78 1.024 6,44
2026-05-06 13F Meridian Wealth Management, LLC 10.560 -2,05 1.599 5,06
2026-05-14 13F Pinnacle Financial Partners, Inc. 300.002 -0,09 45.427 7,18
2026-04-23 13F PayPay Securities Corp 63 -24,10 10 -18,18
2026-05-14 13F Financial Engines Advisors L.L.C. 7.475 -0,57 1.132 6,60
2026-04-24 13F Fulton Bank, N.a. 30.459 -0,04 4.612 7,23
2026-04-29 13F Burney Co/ 0 -100,00 0
2026-05-08 13F Align Financial, LLC 1.990 -99,29 301 7,50
2026-04-27 13F Nvwm, Llc 3.836 -3,38 581 3,57
2026-05-14 13F Missouri Trust & Investment Co 1.215 -4,33 184 2,23
2026-05-07 13F Sagespring Wealth Partners, Llc 1.949 -1,47 295 5,73
2026-04-17 13F High Net Worth Advisory Group LLC 21.916 -0,65 3.318 6,59
2026-04-13 13F Wolff Wiese Magana Llc 22.140 -2,78 3.352 4,29
2026-04-30 13F Titleist Asset Management, Llc 8.842 -4,67 1.339 2,22
2026-04-22 13F Cornerstone Wealth Group, LLC 5.920 -10,49 904 -3,22
2026-05-13 13F 1620 Investment Advisors, Inc. 274 -3,52 42 2,50
2026-05-13 13F RiverGlades Family Offices LLC 1.380 -2,13 209 4,00
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 1.881 -79,61 285 -78,19
2026-04-27 13F Insight Inv LLC 812 -51,14 123 -47,86
2026-04-13 13F CGC Financial Services, LLC 0 -100,00 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 10.062 -0,03 1.524 7,25
2026-05-12 13F Guerra Pan Advisors, Llc 7.058 -1,74 1.069 5,43
2026-05-11 13F Ashton Thomas Private Wealth, LLC 22.205 -16,93 3.362 -10,87
2026-04-08 13F NorthCrest Asset Manangement, LLC 7.711 -36,11 1.169 -32,54
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-04-30 13F Sonata Capital Group Inc 23.409 -0,70 3.544 6,52
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 13.130 -1,29 1.988 5,91
2026-05-05 13F PFG Advisors 6.803 -3,65 1.030 3,41
2026-05-06 13F Tyche Wealth Partners LLC 10.415 -1,33 1.577 5,84
2026-05-06 13F Anb Bank 3.300 -5,42 500 1,42
2026-05-12 13F Bbr Partners, Llc 3.689 -6,04 559 0,72
2026-04-09 13F Mechanics Bank Trust Department 30.088 -3,22 4.556 3,83
2026-04-08 13F Infinity Wealth Counsel, LLC 8.680 -0,29 1.314 7,00
2026-05-01 13F International Assets Investment Management, Llc 12.815 -5,41 1.936 1,20
2026-04-15 13F Peddock Capital Advisors, Llc 3.194 -0,84 484 6,39
2026-05-14 13F Regal Investment Advisors LLC 10.232 -8,06 1.549 -1,34
2026-05-14 13F Gladstone Institutional Advisory LLC 11.095 -3,31 1.680 3,71
2026-05-05 13F Putnam Fl Investment Management Co 0 -100,00 0
2026-04-30 13F Mv Capital Management, Inc. 32.822 -1,46 4.970 5,72
2026-05-15 13F Ameriprise Financial Inc 503.672 -8,82 76.227 -2,09
2026-04-14 13F Invenio Wealth Partners Llc 9.375 -8,67 1.419 -2,00
2026-05-04 13F Sigma Planning Corp 21.684 -1,25 3.283 5,94
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-04-09 13F Wealth Quarterback LLC 43.466 -7,90 6.581 -1,19
2026-05-15 13F Gw Henssler & Associates Ltd 144.903 -12,97 21.940 -6,64
2026-05-07 13F Virtue Capital Management, LLC 5.924 -1,87 889 3,14
2026-05-06 13F Hanseatic Management Services Inc 0 -100,00 0
2026-04-27 13F TABR Capital Management, LLC 0 -100,00 0
2026-05-05 13F Capital Investment Advisory Services, LLC 2.275 -3,56 344 3,61
2026-05-06 13F Arcus Capital Partners, LLC 142.176 -15,70 21.527 -9,57
2026-04-20 13F Keudell/Morrison Wealth Management 8.430 -0,22 1.276 7,05
2026-04-21 13F Welch Group, LLC 4.667 -66,56 707 -64,14
2026-02-05 13F Center for Financial Planning, Inc. 61 -45,05 9 -46,67
2026-05-07 13F Intellus Advisors LLC 0 -100,00 0
2026-05-11 13F Berkshire Asset Management Llc/pa 11.751 -2,98 1.779 4,10
2026-04-15 13F Journey Strategic Wealth Llc 3.105 -7,95 470 -1,26
2026-05-13 13F Calton & Associates, Inc. 1.867 -25,88 283 -20,56
2026-05-15 13F Evercore Wealth Management, LLC 14.163 -2,24 2.144 4,89
2026-04-23 13F Interchange Capital Partners, LLC 3.548 -2,77 476 -7,57
2026-05-07 13F Oak Harbor Wealth Partners, Llc 6.626 -7,02 1.003 -0,20
2026-04-29 13F Montag A & Associates Inc 1.397 -31,05 212 -25,96
2026-05-14 13F First Commonwealth Financial Corp /pa/ 14.330 -0,45 2.170 6,79
2026-02-11 13F OneAscent Family Office, LLC 0 -100,00 0
2026-05-07 13F Grandview Asset Management LLC 1.866 -2,05 283 5,22
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 3.774 -4,98 571 1,96
2026-04-23 13F Inman Jager Wealth Management, LLC 25.089 -2,27 3.799 4,83
2026-05-14 13F Islay Capital Management, Llc 7.465 -2,46 1.130 4,63
2026-04-15 13F Trust Co Of Toledo Na /oh/ 3.028 -25,78 458 -20,35
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