BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF - Institutionelles Eigentümerschaft - Verkäufer

Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
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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
(%)
2026-04-20 13F Jfs Wealth Advisors, Llc 0 -100,00 0
2026-04-30 13F Private Trust Co Na 4.651 -10,49 365 -11,00
2026-05-14 13F Morse Asset Management, Inc 700 -53,33 55 -54,24
2026-05-06 13F Ascent Wealth Partners, LLC 17.456 -28,85 1.369 -29,23
2026-04-22 13F Penney Financial, LLC 3.861 -0,13 303 -0,66
2026-05-15 13F Peapack Gladstone Financial Corp 1.030.165 -0,10 81 -1,23
2026-05-12 13F Stifel Financial Corp 840.618 -1,26 65.913 -1,76
2026-05-12 13F IFG Advisory, LLC 225 -99,68 18 -99,70
2026-02-06 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-08 13F Beacon Financial Strategies CORP 1.704 -9,75 134 -10,14
2026-04-27 13F BIP Wealth, LLC 3.362 -94,54 264 -94,58
2026-04-23 13F Sellwood Investment Partners LLC 45.331 -0,68 3.554 -1,17
2026-05-13 13F Lloyd Advisory Services, LLC. 291 -84,88 23 -85,43
2026-05-14 13F Cedar Wealth Management, LLC 0 -100,00 0
2026-04-09 13F Acropolis Investment Management, LLC 35.716 -8,28 2.800 -8,74
2026-05-15 13F Citadel Advisors Llc 42.861 -78,06 3.361 -78,17
2026-05-08 13F Pnc Financial Services Group, Inc. 184.993 -7,92 14.505 -8,38
2026-04-24 13F Bayban 565 -34,91 44 -35,29
2026-04-07 13F Blueline Advisors Llc 389 -0,77 30 0,00
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-20 13F Davidson Trust Co 9.592 -2,46 752 -2,84
2026-04-22 13F Aspire Private Capital, LLC 117.271 -1,44 9.195 -1,93
2026-04-15 13F Mogy Joel R Investment Counsel Inc 9.875 -23,75 774 -24,12
2026-04-08 13F Cadent Capital Advisors, LLC 22.397 -6,33 1.756 -6,79
2026-04-24 13F Keb Asset Management, Llc 3.987 -0,45 313 -0,95
2026-05-13 13F O'shaughnessy Asset Management, Llc 1.431 -0,21 112 -0,88
2026-04-14 13F Drive Wealth Management, Llc 0 -100,00 0
2026-05-07 13F Coastwise Capital Group, LLC 3.708 -7,02 291 -7,64
2026-05-08 13F Alps Advisors Inc 158.928 -59,18 12.462 -59,39
2026-05-13 13F Lido Advisors, LLC 24.674 -2,97 1.935 -3,54
2026-04-22 13F Retirement Guys Formula Llc 2.887 -17,61 225 -18,25
2026-05-15 13F RMB Capital Management, LLC 4.509 -55,18 354 -55,43
2026-05-12 13F Chapman Financial Group, Llc 200 -87,50 16 -88,10
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-04-27 13F HB Wealth Management, LLC 43.330 -14,63 3.398 -15,07
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 6.024 -0,05 472 -0,63
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-24 13F Squire Investment Management Company, LLC 3.466 -36,90 272 -37,27
2026-04-16 13F Montecito Bank & Trust 5.863 -19,83 460 -20,31
2026-04-10 13F OMNI 360 Wealth, Inc. 62.514 -5,58 4.902 -6,13
2026-05-12 13F/A Signature Securities Group Corporation 19.254 -15,96 1.510 -16,40
2026-05-06 13F VSM Wealth Advisory, LLC 5.585 -8,80 438 -9,34
2026-04-07 13F Central Pacific Bank - Trust Division 32.988 -61,06 2.587 -61,27
2026-05-14 13F Beaird Harris Wealth Management, LLC 52.671 -18,57 4.130 -18,99
2026-05-04 13F Retirement Planning Group 13.588 -23,41 1.065 -23,82
2026-05-04 13F N.E.W. Advisory Services LLC 92 -55,12 7 -56,25
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-12 13F Family Legacy, Inc. 24.016 -1,80 1.883 -2,28
2026-01-27 13F Tranquilli Financial Advisor LLC 0 -100,00 0
2026-04-22 13F Traveka Wealth, LLC 42.167 -1,23 3.306 -1,72
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 21.071 -49,71 1.652 -49,97
2026-05-12 13F Prostatis Group LLC 37.050 -12,28 2.905 -12,71
2026-04-15 13F Massachusetts Wealth Management 27.742 -1,82 2.175 -2,29
2026-05-15 13F Horizon Kinetics Asset Management Llc 5.001 -33,12 392 -33,45
2026-05-13 13F Kingdom Financial Group LLC. 291 -85,70 23 -86,25
2026-05-21 13F Verus Capital Partners, Llc 0 -100,00 0
2026-04-08 13F NorthCrest Asset Manangement, LLC 6.330 -0,61 495 -1,39
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-12 13F Disciplined Investments, LLC 8.208 -6,62 644 -7,08
2026-05-13 13F Forum Private Client Group LLC 39.443 -13,58 3.093 -14,02
2026-04-09 13F VERITY Wealth Advisors 9.767 -33,02 766 -33,42
2026-01-30 13F Palisades Hudson Asset Management, L.P. 0 -100,00 0
2026-04-29 13F Montag A & Associates Inc 19.927 -1,08 1.562 -1,58
2026-04-08 13F Inspirion Wealth Advisors, Llc 0 -100,00 0
2026-05-08 13F Prudent Man Advisors, LLC 91.092 -4,88 7.143 -5,37
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-15 13F MGO Private Wealth, LLC 2.987 -27,18 234 -27,55
2026-04-27 13F Wbh Advisory Inc 81.371 -7,55 6.360 -8,32
2026-05-01 13F Sterling Investment Management, Inc. 53.881 -3,52 4.225 -4,02
2026-05-12 13F Ark & Tlk Investments, Llc 5.463 -4,36 428 -4,89
2026-05-12 13F Advyzon Investment Management, LLC 13.744 -18,77 1.078 -19,20
2026-05-12 13F Fiera Capital Corp 8.070 -21,00 633 -21,49
2026-04-07 13F First Financial Corp /in/ 0 -100,00 0
2026-01-21 13F Stock Yards Bank & Trust Co 0 -100,00 0
2026-05-18 13F Graney & King, LLC 0 -100,00 0
2026-04-15 13F Archford Capital Strategies, LLC 3.527 -67,38 277 -67,61
2026-01-12 13F Arlington Financial Advisors, LLC 0 -100,00 0
2026-05-05 13F Generations Wealth, LLC 11.051 -10,59 867 -11,09
2026-04-22 13F Coston, McIsaac & Partners 0 -100,00 0
2026-04-21 13F Maseco Llp 21.616 -6,82 1.695 -7,28
2026-05-13 13F AE Wealth Management LLC 81.622 -34,15 6.400 -34,48
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 883.412 -80,15 69.268 -80,25
2026-05-05 13F Sandy Cove Advisors, LLC 7.951 -3,64 623 -4,15
2026-02-04 13F Pandora Wealth, Inc. 0 -100,00 0
2026-05-15 13F Independent Family Office, LLC 10.582 -24,45 830 -24,84
2026-05-07 13F ESL Trust Services, LLC 1.780 -20,36 140 -21,02
2026-04-22 13F Foundation Wealth Management, LLC\PA 96.904 -1,33 7.598 -1,82
2026-05-07 13F Agf Management Ltd 49.995 -1,15 3.920 -1,63
2026-04-16 13F Beese Fulmer Investment Management, Inc. 3.681 -1,39 289 -2,04
2026-01-28 13F May Barnhard Investments LLC 0 -100,00 0
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0 -100,00
2026-05-15 13F Ameriflex Group, Inc. 1.644 -0,72 129 -1,54
2026-05-15 13F Headinvest, Llc 130.893 -3,06 10.263 -3,55
2026-05-11 13F Haverford Trust Co 53.310 -1,22 4.180 -1,72
2026-01-26 13F Thomasville National Bank 26.892 -1,19 2.119 -1,30
2026-04-29 13F Frank, Rimerman Advisors LLC 8.287 -55,77 650 -56,03
2026-04-23 13F Bell Bank 3.049 -84,48 239 -84,56
2026-05-07 13F Amara Financial, Llc. 0 -100,00 0
2026-01-28 13F Cabana Llc 0 -100,00 0
2026-05-05 13F Sofi Wealth, Llc 97 -41,57 8 -46,15
2026-05-12 13F Cheviot Value Management, LLC 25.902 -0,74 2.031 -1,31
2026-05-08 13F Resources Investment Advisors, LLC. 210.004 -3,81 16.466 -4,30
2026-04-21 13F SpringVest Wealth Management LLC 6.973 -0,03 547 -0,55
2026-04-17 13F Boston Private Wealth Llc 3.486 -19,34 273 -19,71
2026-05-01 13F Rossmore Private Capital 0 -100,00 0
2026-04-21 13F HCR Wealth Advisors 6.512 -23,78 511 -24,22
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-14 13F Ballast Financial Advisors LLC 9.008 -0,84 706 -1,26
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-04-27 13F Tsfg, Llc 112 -14,50 0
2026-05-15 13F Bragg Financial Advisors, Inc 29.202 -3,95 2.290 -4,47
2026-05-18 13F Edgestream Partners, L.P. 5.373 -82,33 421 -82,43
2026-04-20 13F Fonville Wealth Management LLC 61.437 -0,18 4.817 -0,68
2026-04-14 13F Seven Mile Advisory 7.294 -59,50 572 -59,76
2026-04-15 13F LongView Wealth Management 15.860 -21,49 1.244 -21,81
2026-04-22 13F Clear Creek Financial Management, LLC 6.789 -7,08 532 -7,48
2026-05-07 13F Fedenia Advisers LLC 13.591 -72,03 1.066 -72,18
2026-05-15 13F Eschler Asset Management LLP 0 -100,00 0
2026-05-13 13F Rhl Group, Llc 1 -96,43 0 -100,00
2026-04-14 13F Focus Financial Network, Inc. 135.672 -17,52 10.638 -17,93
2026-05-11 13F Hamrick Investment Counsel, llc 0 -100,00 0
2026-05-14 13F Endeavor Private Wealth, Inc. 27.321 -21,60 2.142 -22,00
2026-05-01 13F Welch & Forbes Llc 57.819 -1,99 4.534 -2,50
2026-05-12 13F Community Bank, N.A. 1.350 -48,00 106 -48,53
2026-05-06 13F FSA Advisors, Inc. 0 -100,00 0
2026-05-13 13F Bank Of Montreal /can/ 222.935 -3,99 17.480 -4,47
2026-04-14 13F Northwest Wealth Management, Llc 22.761 -4,39 1.785 -4,90
2026-05-13 13F Triumph Capital Management 2.697 -11,86 211 -12,45
2026-05-11 13F Kestra Investment Management, LLC 0 -100,00 0
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 19.791 -13,03 1.552 -13,50
2026-04-15 13F Planning Directions Inc 81.713 -61,55 6.407 -61,75
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-20 13F Chatham Capital Group, Inc. 6.714 -2,89 526 -3,31
2026-04-21 13F Keystone Financial Group, Inc. 0 -100,00 0
2026-05-14 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-04-13 13F Fiduciary Financial Group, Llc 5.281 -0,86 414 -1,19
2026-05-07 13F Washington Trust Bank 3.221 -26,24 253 -26,74
2026-04-29 13F SilverOak Wealth Management LLC 0 -100,00 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 52.190 -11,68 4.093 -12,13
2026-05-12 13F Hanlon Investment Management, Inc. 9.124 -20,37 715 -20,82
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 116.986 -3,49 9.173 -3,99
2026-01-09 13F Park Place Capital Corp 0 -100,00 0
2026-05-01 13F Van Cleef Asset Management,Inc 9.248 -1,86 725 -2,29
2026-05-14 13F Providence Capital Advisors, LLC 2.375 -29,63 186 -29,81
2026-04-09 13F Wincap Financial Llc 2.799 -1,41 219 -1,79
2026-05-12 13F Insigneo Advisory Services, Llc 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 1.922.954 -30,57 150.740 -30,94
2026-05-08 13F Smithfield Trust Co 1.257.104 -0,88 99 -1,01
2026-05-06 13F Frontier Asset Management, LLC 4.160 -1,23 326 -1,51
2026-05-14 13F Modern Wealth Management, LLC 3.930 -41,84 307 -42,29
2026-05-01 13F 180 Wealth Advisors, Llc 29.338 -2,63 2.300 -3,12
2026-05-14 13F Guardian Asset Advisors, LLC 2.997 -8,43 235 -8,95
2026-04-08 13F Winter & Associates, Inc. 5.444 -11,09 425 -11,83
2026-04-24 13F Patten Group, Inc. 41.957 -2,23 3.290 -2,72
2026-04-06 13F Versant Capital Management, Inc 365 -14,72 29 -15,15
2026-04-17 13F Hanson & Doremus Investment Management 787 -18,78 0
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-05 13F Regions Financial Corp 7.175 -22,69 563 -23,12
2026-05-15 13F Hyundai Investments Co., Ltd. 4.903 -19,03 384 -19,71
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-27 13F Capital Advisors Inc/ok 4.401 -0,81 345 -1,15
2026-04-13 13F Bnc Wealth Management, Llc 3.064 -2,61 240 -2,83
2026-04-28 13F Kiley Juergens Wealth Management, Llc 60.505 -6,84 4.744 -7,31
2026-05-06 13F Modera Wealth Management, LLC 238.360 -3,70 18.690 -4,19
2026-05-14 13F Neuberger Berman Group LLC 19.760 -14,69 1.549 -15,12
2026-04-30 13F Selective Wealth Management, Inc. 20.237 -9,89 1.583 -10,57
2026-05-11 13F Smith Partners Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Wick Capital Partners, LLC 5.542 -17,98 435 -18,42
2026-05-12 13F Ameritas Advisory Services, LLC 66.929 -7,25 5.248 -7,74
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-05-04 13F Brookwood Investment Group LLC 3.322 -7,67 260 -8,13
2026-04-21 13F Old National Bancorp /in/ 28.205 -21,09 2.212 -21,48
2026-04-23 13F Drucker Wealth 3.0, LLC 6.987 -7,63 548 -8,22
2026-05-14 13F Allworth Financial LP 17.525.641 -10,70 1.374.186 -11,15
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 19.551 -4,29 1.533 -4,79
2026-04-28 13F Meridian Investment Counsel Inc. 3.366 -8,76 264 -9,31
2026-04-16 13F CogentBlue Wealth Advisors, LLC 5.673 -18,36 445 -18,83
2026-04-22 13F Vannoy Advisory Group, Inc. 0 -100,00 0
2026-04-13 13F Kelly Financial Services LLC 3.124 -10,59 245 -11,27
2026-04-13 13F IFP Advisors, Inc 27.725 -8,03 2.174 -8,51
2026-05-14 13F HighPoint Advisor Group LLC 4.980 -2,85 390 -3,23
2026-05-12 13F Vines Capital Management, LLC 3.987 -2,76 313 -3,41
2026-05-08 13F Minot DeBlois Advisors LLC 7.007 -9,47 549 -9,85
2026-05-15 13F Advisory Services Network, LLC 55.685 -52,36 4.366 -52,61
2026-04-29 13F American Capital Advisory, LLC 2.966 -15,38 233 -15,94
2026-05-04 13F Legacy Financial Group LLC 34.394 -7,22 2.697 -7,51
2026-04-15 13F Howard Capital Management Group, LLC 3.641 -0,27 285 -0,70
2026-04-27 13F Mosley Wealth Management 4.140 -16,08 327 -15,98
2026-05-07 13F MONECO Advisors, LLC 7.523 -6,55 590 -7,10
2026-04-24 13F Charter Oak Capital Management, LLC 705.781 -9,77 55.340 -10,23
2026-04-17 13F Forefront Wealth Partners, LLC 4.095 -12,26 321 -12,53
2026-04-28 13F Pine Harbor Wealth Management, LLC 11.959 -23,28 938 -23,70
2026-05-14 13F Us Bancorp \de\ 193.169 -73,74 15.147 -73,87
2026-04-08 13F Shore Point Advisors, LLC 0 -100,00 0
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-05-14 13F Bank Of Nova Scotia 0 -100,00 0
2026-02-10 13F Clear Point Advisors Inc. 0 -100,00 0
2026-05-14 13F MetLife Investment Management, LLC 2.274.500 -2,63 178.344 -3,13
2026-05-04 13F Calamos Wealth Management LLC 30.941 -1,41 2.426 -1,90
2026-05-11 13F Rossby Financial, LCC 14.700 -5,76 1.149 -6,59
2026-05-13 13F LM Advisors LLC 5.856 -0,51 75 0,00
2026-04-27 13F HTG Investment Advisors, Inc. 211.339 -7,06 16.571 -7,53
2026-05-08 13F Red Wave Investments LLC 8.718 -26,81 684 -27,19
2026-04-21 13F RCS Financial Planning, LLC 16.461 -0,05 1.291 -0,54
2026-05-14 13F VestGen Advisors, LLC 71.491 -46,09 5.574 -46,67
2026-04-27 13F JB Capital LLC 0 -100,00 0
2026-05-08 13F Cornerstone Investment Partners, LLC 140.067 -0,09 10.983 -0,60
2026-04-07 13F Howard Financial Services, Ltd. 21.046 -41,18 1.650 -41,47
2026-02-12 13F Mission Creek Capital Partners, Inc. 0 -100,00 0
2026-04-20 13F CWA Asset Management Group, LLC 14.491 -5,67 1.136 -6,12
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 27.018 -0,41 2.118 -0,94
2026-04-06 13F CX Institutional 73 -82,58 0
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 61.955 -3,67 4.858 -4,16
2026-05-13 13F Alamar Capital Management, LLC 5.615 -29,59 440 -29,94
2026-04-14 13F Juncture Wealth Strategies, Llc 16.700 -3,95 1.309 -4,45
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-05-06 13F Deutsche Bank Ag\ 20.070 -11,27 1.574 -11,73
2026-05-15 13F Citadel Advisors Llc Call 0 -100,00 0
2026-04-14 13F Southland Equity Partners LLC 13.576 -4,90 1.064 -5,42
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 87.604 -0,49 6.869 -1,05
2026-05-07 13F FourThought Financial Partners, LLC 7.525 -54,31 590 -54,51
2026-05-11 13F Reliant Investment Partners, LLC 5.610 -8,85 440 -9,48
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-06 13F Cornerstone Planning Group LLC 9.269 -10,71 723 -11,74
2026-04-15 13F 21 West Wealth Management LLC 3.024 -20,08 237 -20,47
2026-04-30 13F Yukon Wealth Management, Inc. 34.224 -17,30 2.684 -17,55
2026-05-12 13F Anchor Capital Advisors Llc 21.687 -37,57 1.700 -37,89
2026-01-20 13F Ascent Group, LLC 0 -100,00 0
2026-04-15 13F Belleair Asset Management, LLC 68.718 -1,37 5.388 -1,88
2026-02-12 13F FineMark National Bank & Trust 58.877 -4,80 4.640 -4,92
2026-05-05 13F Crestwood Advisors Group LLC 27.292 -23,05 2.140 -23,47
2026-05-11 13F Manchester Capital Management LLC 285 -31,98 22 -33,33
2026-04-28 13F Townsend Financial Planning, LLC 6.654 -0,39 522 -0,95
2026-04-30 13F Csenge Advisory Group 13.956 -3,53 1.094 -4,04
2026-04-17 13F Tectonic Advisors Llc 0 -100,00 0
2026-04-24 13F Twin City Private Wealth, Llc 4.492 -0,47 352 -0,85
2026-05-13 13F McMill Wealth Management 0 -100,00 0
2026-03-16 13F Osbon Capital Management Llc 0 -100,00 0
2026-04-17 13F Mezzasalma Advisors, LLC 0 -100,00 0
2026-05-11 13F Atlas Capital Advisors Llc 260 -44,33 20 -44,44
2026-05-08 13F DUTCH ASSET Corp 4.891 -29,57 384
2026-04-03 13F Waller Financial Planning Group, Inc 17.206 -2,91 1.349 -3,37
2026-04-20 13F First PREMIER Bank 10.496 -9,22 1
2026-05-13 13F Boston Family Office Llc 59.390 -5,64 5 0,00
2026-04-13 13F Accelerate Investment Advisors LLC 6.902 -23,92 541 -24,23
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-13 13F First Hawaiian Bank 41.615 -0,04 3.263 -0,55
2026-05-14 13F Evergreen Capital Management Llc 6.701 -4,52 525 -5,06
2026-01-28 13F WP Advisors, LLC 0 -100,00 0
2026-04-28 13F MBL Wealth, LLC 11.105 -1,16 871 -1,69
2026-05-11 13F Aptus Capital Advisors, LLC 5.308 -11,58 416 -12,05
2026-05-07 13F REDW Wealth LLC 159.268 -4,64 12.488 -5,12
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-05-13 13F Scotia Capital Inc. 145.719 -2,31 11.426 -2,81
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0
2026-04-09 13F Everhart Financial Group, Inc. 26.603 -1,42 2.086 -1,93
2026-04-28 13F Hardy Reed LLC 23.666 -4,03 1.856 -4,53
2026-05-01 13F Connecticut Wealth Management, LLC 49.066 -7,08 3.847 -7,55
2026-04-22 13F Motco 14.397 -39,66 1.129 -40,00
2026-05-14 13F Rockbridge Investment Management, LCC 49.457 -0,87 3.878 -1,40
2026-02-17 13F Angeles Wealth Management, Llc 0 -100,00 0
2026-04-17 13F PMG Wealth Management, Inc. 4.593 -30,34 359 -31,02
2026-04-17 13F Nautilus Advisors LLC 2.866 -24,58 225 -25,08
2026-05-01 13F Ruedi Wealth Management, Inc. 6.043 -1,40 474 -2,07
2026-01-15 13F DB Fitzpatrick & Co, Inc 0 -100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 5.164 -3,69 405 -4,27
2026-05-12 13F Moneta Group Investment Advisors Llc 70.976 -3,84 5.565 -4,32
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 26.913 -3,01 2.110 -3,48
2026-05-13 13F Caitlin John, LLC 674 -35,44 53 -36,59
2026-05-15 13F Larson Financial Group LLC 14.060 -7,71 1.102 -8,17
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-08 13F Buck Wealth Strategies, LLC 8.060 -6,10 632 -6,51
2026-04-15 13F Websterrogers Financial Advisors, Llc 39.182 -0,75 3.072 -1,25
2026-05-11 13F American Money Management, LLC 2.632 -1,61 206 -1,90
2026-05-15 13F Change Path, LLC 421.109 -0,83 33.019 -1,34
2026-05-05 13F EnRich Financial Partners LLC 3.430 -9,19 269 -9,76
2026-04-13 13F Creative Financial Designs Inc /adv 4.378 -20,73 343 -21,15
2026-04-24 13F Secured Retirement Advisors, Llc 14.289 -40,48 1.120 -40,80
2026-05-08 13F Chico Wealth RIA 8.304 -7,97 651 -8,44
2026-04-20 13F Tower View Investment Management & Research LLC 260 -82,68 20 -83,05
2026-05-15 13F Manufacturers Life Insurance Company, The 184.524 -36,73 14.469 -37,05
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-04-17 13F BCS Wealth Management 6.780 -51,54 532 -51,81
2026-05-14 13F Keebeck Wealth Management, LLC 0 -100,00 0
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 5.368 -12,96 421 -13,58
2026-05-14 13F Galvin, Gaustad & Stein, LLC 52.224 -35,58 4.095 -35,91
2026-05-06 13F Bartlett & Co. Wealth Management Llc 288.159 -2,97 22.465 -4,02
2026-04-15 13F Tribridge Partners Financial LLC 137.258 -0,38 10.736 -1,12
2026-05-15 13F Morgan Stanley 24.398.046 -20,15 1.913.051 -20,55
2026-01-29 13F Comerica Bank 737.194 -5,85 58.098 -5,97
2026-04-15 13F DecisionMap Wealth Management, LLC 0 -100,00 0
2026-05-04 13F LJI Wealth Management, LLC 3.448 -20,42 270 -20,82
2026-04-27 13F Td Private Client Wealth Llc 208.114 -3,86 16.318 -4,34
2026-05-06 13F Eaton-Cambridge Inc. 161.346 -5,36 12.651 -5,84
2026-04-28 13F Kingswood Wealth Advisors, Llc 2.817 -17,27 221 -17,91
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-01-29 13F Washington Capital Management Inc 0 -100,00 0
2026-05-14 13F Sunesis Advisors, LLC 76.357 -9,60 5.987 -10,05
2026-05-08 13F Stonebridge Financial Planning Group, LLC 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 78.235 -23,68 6.134 -24,07
2026-04-22 13F Churchill Financial Advisors, LLC 3.347 -3,27 262 -3,68
2026-04-29 13F Cambridge Capital Management, Llc 5.269 -6,69 413 -7,19
2026-05-14 13F Aspirean Wealth, LLC 37.255 -0,16 2.921 -0,65
2026-01-23 13F Stanich Group LLC 0 -100,00 0
2026-05-05 13F Leo Wealth, LLC 9.810 -16,19 769 -16,59
2026-05-13 13F Mainsail Asset Management, Llc 3.367 -64,48 264 -64,79
2026-04-13 13F Stockman Wealth Management, Inc. 0 -100,00 0
2026-05-08 13F/A Beacon Capital Management, Inc. 353.073 -9,21 27.684 -9,67
2026-04-20 13F Leeward Financial Partners, LLC 37.777 -1,13 2.962 -1,63
2026-04-24 13F Keybank National Association/oh 18.100 -1,59 1.419 -2,07
2026-04-09 13F IFG Advisors, LLC 127.053 -5,60 9.962 -6,07
2026-02-12 13F CIBC Private Wealth Group, LLC 11.992 -4,51 945 -4,64
2026-05-14 13F Redwood Investment Management, Llc 6.351 -8,29 0
2026-05-05 13F Aventura Private Wealth, LLC 825 -7,09 65 -7,25
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 18 -58,14 1 -66,67
2026-05-04 13F Lutz Financial Services LLC 264.007 -1,50 20.701 -2,00
2026-04-21 13F Wesbanco Bank Inc 0 -100,00 0
2026-04-29 13F FIDELIS iM, LLC 55.484 -2,45 4.350 -2,95
2026-04-07 13F Signaturefd, Llc 31 -50,00 2 -50,00
2026-05-08 13F Everett Harris & Co /ca/ 31.494 -10,52 2.469 -10,96
2026-04-24 13F Midwest Capital Advisors, LLC 5.923 -0,15 464 -0,64
2026-04-20 13F Apella Capital, LLC 1.655.982 -0,34 130.110 -0,64
2026-04-21 13F Shepherd Street Advisors LLC 3.554 -15,16 279 -15,76
2026-04-28 13F Argus Investors' Counsel, Inc. 6.101 -19,58 478 -19,93
2026-01-15 13F Saxony Capital Management, LLC 0 -100,00 0
2026-04-24 13F Peregrine Asset Advisers, Inc. 19.099 -0,01 1.498 -0,53
2026-05-13 13F Alesco Advisors Llc 36.281 -11,26 2.845 -11,73
2026-02-13 13F Fairman Group, LLC 0 -100,00 0
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-09 13F TrueWealth Advisors, LLC 6.087 -7,03 477 -7,38
2026-05-08 13F Align Financial, LLC 1.059 -98,73 83 0,00
2026-02-17 13F Capital Insight Partners, Llc 6.974 -29,10 550 -29,25
2026-05-15 13F Armis Advisers, LLC 0 -100,00 0
2026-05-07 13F Dakota Wealth Management 16.045 -13,79 1.258 -14,19
2026-04-29 13F Efficient Advisors, LLC 639.290 -17,04 50.127 -17,46
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2025-12-09 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-15 13F Fmb Wealth Management 11.533 -3,72 904 -4,14
2026-05-14 13F Orion Capital Management LLC 599 -1,80 47 -4,17
2026-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2026-05-15 13F/A Independent Financial Group, Llc 29.554 -2,39 2.317 -2,89
2026-05-15 13F Alliancebernstein L.p. 56.487 -1,57 4.452 -1,57
2026-05-14 13F Lbmc Investment Advisors, Llc 6.552 -4,70 514 -5,18
2026-05-14 13F SWAN Capital LLC 0 -100,00 0
2026-04-27 13F Transcendent Capital Group LLC 14.340 -0,28 1.124 -0,79
2026-04-17 13F United Advisor Group, LLC 5.769 -7,30 452 -7,76
2026-05-13 13F Barr E S & Co 407.575 -3,98 31.958 -4,47
2026-04-30 13F Texas Bank & Trust Co 10.940 -4,37 858 -4,88
2026-05-12 13F Cahill Financial Advisors Inc 127.505 -10,69 9.998 -11,15
2026-04-14 13F HMV Wealth Advisors, LLC 28.087 -11,92 2.202 -12,38
2026-05-06 13F American Financial & Tax Strategies Inc 27.606 -3,79 2.165 -4,29
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-04-20 13F Darrow Company, Inc. 72.106 -1,78 5.654 -2,28
2026-04-24 13F Greystone Financial Group, LLC 280.435 -39,83 21.989 -40,14
2026-02-11 13F Insight Advisors, LLC/ PA 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 6.372 -0,16 500 -0,60
2026-04-29 13F Rockwood Wealth Management, LLC 16.136 -2,50 1.265 -2,99
2026-04-15 13F Andrews, Lucia Wealth Management Llc 10.633 -0,97 834 -1,54
2026-05-01 13F Keener Financial Planning LLC 4.465 -1,67 0
2026-05-12 13F Operose Advisors LLC 10.894 -5,79 854 -6,26
2026-05-15 13F Estate Counselors, LLC 13.515 -87,17 1.060 -87,24
2026-05-01 13F Anchor Investment Management, LLC 4.110 -2,79 322 -3,30
2026-04-28 13F Whittier Trust Co 27.984 -7,17 2.186 -8,04
2026-04-28 13F Bfsg, Llc 28.469 -48,51 2.232 -48,77
2026-05-06 13F Bessemer Group Inc 6.947 -20,36 1
2026-01-21 13F Sowell Financial Services LLC 0 -100,00 0
2026-05-14 13F Karpus Management, Inc. 59.395 -1,49 4.657 -1,98
2026-04-16 13F Triad Wealth Partners, LLC 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 13.697 -47,60 1.074 -47,91
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-12 13F Baker Avenue Asset Management, LP 27.791 -1,84 2.179 -2,33
2026-04-07 13F Alpha Omega Wealth Management LLC 35.413 -1,17 2.777 -1,66
2026-05-14 13F First International Bank of Israel Ltd. 0 -100,00 0
2026-05-01 13F Cdkv Holdings Llc 2.961 -9,20 232 -9,73
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 343.200 -35,14 26.350 -36,86
2026-05-15 13F National Bank Of Canada /fi/ 167.124 -67,90 13.104 -68,06
2026-04-24 13F James Investment Research Inc 5.911 -9,42 463 -9,92
2026-05-12 13F Legacy Advisory Services, LLC 0 -100,00 0
2026-04-09 13F Baron Financial Group, LLC 5.985 -4,65 469 -5,06
2026-04-29 13F Navalign, LLC 27.397 -0,72 2.148 -1,20
2026-05-12 13F Aspiriant, Llc 3.701 -25,59 290 -26,02
2026-04-15 13F Fifth Third Securities, Inc. 50.545 -1,33 3.963 -1,83
2026-02-13 13F Total Wealth Planning, Llc 5.266 -22,42 415 -22,43
2026-05-15 13F Sonoma Private Wealth LLC 3.582 -6,43 281 -6,98
2026-04-28 13F Harbour Trust & Investment Management Co 72.475 -0,11 5.683 -0,61
2026-01-23 13F Fortress Financial Group, Llc 0 -100,00 0
2026-04-20 13F ABLE Financial Group, LLC 9.357 -1,11 734 -1,61
2026-04-22 13F Integrated Wealth Management 6.559 -1,06 514 -1,53
2026-04-28 13F Canvas Wealth Advisors, LLC 7.185 -2,22 563 -2,76
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 62.702 -15,35 4.916 -15,78
2026-05-12 13F Bnp Paribas Arbitrage, Sa 129.630 -56,16 10.164 -56,38
2026-05-13 13F Federation des caisses Desjardins du Quebec 5.912 -17,21 464 -17,62
2026-04-16 13F Mountain Pacific Investment Advisers Inc/id 149.538 -4,56 11.725 -5,05
2026-05-11 13F Linscomb & Williams, Inc. 5.538 -0,25 434 -0,69
2026-02-12 13F JT Stratford LLC 0 -100,00 0
2026-04-16 13F Fiduciary Advisors, Inc. 24.889 -0,35 1.952 -0,86
2026-05-15 13F GWM Advisors LLC 314.183 -27,98 8.991 -73,85
2026-05-05 13F Bluedoor Private Wealth, Llc 27.259 -1,46 2.137 -1,97
2026-05-06 13F Precision Wealth Strategies, LLC 89.291 -16,49 7.001 -16,91
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-04-15 13F BDFS Capital LLC 16.006 -0,29 1.255 -0,79
2026-05-15 13F Ancora Advisors, LLC 381.909 -7,60 29.946 -8,07
2026-04-13 13F Gibraltar Capital Management, Inc. 7.250 -0,48 568 -1,05
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-21 13F Narus Financial Partners, LLC 9.039 -8,23 709 -8,76
2026-05-15 13F Pointe Capital Management LLC 5.660 -3,41 444 -3,90
2026-04-24 13F Bull Street Advisors, LLC 93.951 -12,07 7 -12,50
2026-04-24 13F Balentine LLC 3.359 -13,16 263 -13,49
2026-05-14 13F Financial Engines Advisors L.L.C. 218.413 -2,11 17.126 -2,61
2026-05-15 13F Nearwater Capital Markets, Ltd 0 -100,00 0
2026-04-24 13F Key FInancial Inc 93 -87,65 7 -88,14
2026-04-27 13F Syntegra Private Wealth Group, LLC 16.620 -2,00 1.303 -2,47
2026-05-06 13F Sentinus, LLC 4.422 -37,32 347 -37,77
2026-04-17 13F Essex Savings Bank 0 -100,00 0
2026-04-07 13F Cooper Financial Group 9.841 -4,24 772 -4,70
2026-02-13 13F Northwest Bancshares, Inc. 0 -100,00 0
2026-05-05 13F Fisher Asset Management, LLC 3.785 -47,92 297 -48,25
2026-04-22 13F Eqis Capital Management, Inc. 21.126 -4,83 1.656 -5,32
2026-05-11 13F National Wealth Management Group, LLC 0 -100,00 0
2026-02-13 13F Burton Enright Welch 0 -100,00 0
2026-05-11 13F Fiduciary Group LLC 25.637 -7,96 2.010 -8,43
2026-05-15 13F Man Group plc 54.717 -56,56 4.290 -56,78
2026-04-14 13F Family Wealth Partners, Llc 30.191 -2,35 2.367 -2,83
2026-01-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-05-15 13F Valley Financial Group, Inc. 4.191 -38,48 329 -38,81
2026-04-23 13F Oppenheimer & Co Inc 71.120 -29,40 5.577 -29,76
2026-04-08 13F Dynamic Advisor Solutions LLC 90.492 -4,29 7.095 -4,78
2026-05-15 13F Westwood Holdings Group Inc 2.735 -60,88 214 -61,16
2026-02-09 13F Shufro Rose & Co Llc 0 -100,00 0
2026-04-15 13F Verum Partners LLC 18.029 -17,48 1.414 -17,90
2026-04-22 13F My Personal CFO, LLC 10.420 -4,85 817 -5,33
2026-05-14 13F Dynasty Wealth Management, Llc 0 -100,00 0
2026-04-14 13F Lockerman Financial Group, Inc. 3.568 -1,87 280 -2,45
2026-04-15 13F Braun-Bostich & Associates Inc. 0 -100,00 0
2026-04-21 13F Powers Advisory Group, LLC 11.153 -0,70 874 -1,24
2026-04-14 13F Prospera Financial Services Inc 9.311 -12,97 731 -13,51
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 7.378 -0,63 575 -1,71
2026-01-27 13F Summit Financial Strategies, Inc. 0 -100,00 0
2026-05-18 13F Claris Financial LLC 4.005 -14,46 314 -14,67
2026-04-28 13F Stratos Wealth Advisors, LLC 7.911 -39,45 620 -39,75
2026-05-06 13F WoodTrust Financial Corp 5.094 -63,34 0 -100,00
2026-05-11 13F Brand Asset Management Group, Inc. 42.382 -2,97 3.323 -3,46
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-04-20 13F Ronald Blue Trust, Inc. 297.233 -23,55 23.306 -23,94
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-16 13F Capital Investment Advisors, LLC 100.200 -0,10 7.857 -0,62
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-15 13F AlphaCore Capital LLC 21 -97,36 2 -98,39
2026-04-29 13F Austin Asset Management Co Inc 111.499 -36,64 8.743 -36,96
2026-05-05 13F Cullen/frost Bankers, Inc. 412.409 -7,82 32.337 -8,29
2026-04-27 13F PAX Financial Group, LLC 23.140 -7,61 1.814 -8,06
2026-05-12 13F Rathbone Brothers plc 78.274 -9,82 6.137 -10,28
2026-05-14 13F Simplex Trading, Llc 66 -23,26 5 -16,67
2026-04-27 13F Symmetry Partners, LLC 620.410 -0,24 48.646 -0,75
2026-02-17 13F Snowden Capital Advisors LLC 14.281 -0,20 1.125 -0,35
2026-01-05 13F Park National Corp /oh/ 0 -100,00 0
2026-05-12 13F CIBC Bancorp USA Inc. 10.505 -43,07 824 -43,48
2026-01-20 13F FLP Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Capital Group Private Client Services, Inc. 10.769 -18,62 844 -19,00
2026-01-22 13F Quotient Wealth Partners, LLC 0 -100,00 0 -100,00
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-17 13F Provident Wealth Management, LLC 28.223 -2,88 2.213 -3,41
2026-05-05 13F LFA - Lugano Financial Advisors SA 0 -100,00 0
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-04-14 13F Beacon Investment Advisory Services, Inc. 9.129 -4,19 716 -4,67
2026-04-22 13F Wealth Advisory Solutions, LLC 5.189 -1,37 407 -1,93
2026-04-13 13F Cascade Investment Advisors, Inc. 0 -100,00 0
2026-05-01 13F Avion Wealth 32.837 -1,13 3 0,00
2026-05-15 13F Silver Grove Financial Group, Inc. 3.731 -4,21 293 -4,58
2026-02-13 13F Ieq Capital, Llc 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 2.382 -15,56 186 -16,22
2026-01-14 13F Woodward Diversified Capital, Llc 0 -100,00 0
2026-05-05 13F Vectors Research Management, LLC 11.641 -2,71 913 -3,18
2026-05-06 13F Diversified Portfolios, Inc. 95.401 -21,32 7.480 -21,72
2026-05-11 13F Shepherd Financial Partners LLC 12.367 -7,49 970 -7,98
2026-05-05 13F Covestor Ltd 72 -40,50 0
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 44.818 -7,31 3.514 -7,77
2026-04-13 13F Massmutual Trust Co Fsb/adv 17.679 -2,94 1.386 -3,41
2026-04-24 13F Peoples Bank /oh 0 -100,00 0
2026-04-21 13F Chapin Davis, Inc. 12.592 -0,70 987 -1,20
2026-05-07 13F Human Investing LLC 449.426 -4,19 35.239 -4,67
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-05-12 13F Summit Trail Advisors, Llc 0 -100,00 0
2026-05-01 13F Citizens Financial Group Inc/ri 42.760 -12,33 3.353 -12,78
2026-04-06 13F Washington Trust Advisors, Inc. 6.131 -8,87 481 -9,43
2026-05-01 13F Emerald Investment Partners, Llc 1.134 -0,96 89 -2,22
2026-04-22 13F Wilkins Miller Wealth Management, LLC 13.830 -2,26 1.084 -2,78
2026-04-27 13F S.A. Mason LLC 4.575 -0,54 359 -1,10
2026-04-28 13F Westfuller Advisors, LLC 35.411 -10,81 2.777 -11,28
2026-05-01 13F Carnegie Capital Asset Management, LLC 44.828 -0,16 3.515 -0,68
2026-05-15 13F Wealth Architects, LLC 53.182 -0,53 4.170 -1,02
2026-04-20 13F Global Financial Private Client, LLC 15.138 -0,11 1.187 -0,67
2026-04-10 13F Pure Financial Advisors, Inc. 48.649 -2,25 3.815 -2,75
2026-04-06 13F Rosenberg Matthew Hamilton 21.043 -3,75 1.650 -4,24
2026-05-08 13F Allegiance Financial Group Advisory Services LLC 11.546 -20,89 905 -21,30
2026-04-24 13F Financial Plan, Inc. 75.695 -1,35 5.935 -1,85
2026-04-23 13F RIA Advisory Group LLC 7.280 -5,22 571 -5,79
2026-05-11 13F Becker Capital Management Inc 33.853 -41,32 2.654 -41,62
2026-05-04 13F Barrett & Company, Inc. 9.302 -10,64 729 -11,10
2026-05-15 13F/A Arrowroot Family Office, LLC 54.988 -19,17 4.312 -19,59
2026-05-19 13F Winnow Wealth Llc 0 -100,00 0
2026-04-29 13F Jackson Thornton Asset Management, Llc 3.323 -0,45 260 -1,14
2026-04-15 13F Seacrest Wealth Management, Llc 5.019 -3,11 394 -3,68
2026-05-04 13F Mml Investors Services, Llc 820.049 -5,67 64.300 -6,15
2026-05-11 13F Richmond Brothers, Inc. 32.400 -6,34 2.541 -6,82
2026-04-15 13F Elevatus Welath Management 8.497 -2,77 666 -3,20
2026-04-21 13F Centennial Advisors, LLC 0 -100,00 0
2026-04-13 13F Affinity Capital Advisors, LLC 40.526 -3,99 3.178 -4,48
2026-05-12 13F Voya Investment Management Llc 51.105 -1,91 4.007 -2,39
2026-05-12 13F M&t Bank Corp 175.057 -21,30 13.726 -21,70
2026-01-21 13F Tarbox Family Office, Inc. 0 -100,00 0
2026-05-14 13F Aries Wealth Management 17.026 -0,76 1.335 -1,26
2026-05-06 13F Atlantic Trust, LLC 0 -100,00 0
2026-05-15 13F NCM Capital Management, LLC 2.718 -6,05 213 -6,17
2026-05-13 13F Franklin Resources Inc 6.394 -15,34 501 -15,80
2026-01-15 13F Range Financial Group LLC 0 -100,00 0
2026-04-20 13F Courier Capital Llc 9.229 -2,54 724 -3,08
2026-05-15 13F Fmr Llc 19.687 -17,63 1.544 -18,06
2026-04-23 13F Financial & Tax Architects, LLC 0 -100,00 0
2026-04-22 13F Arcadia Investment Management Corp/mi 140 -9,68 11 -16,67
2026-05-13 13F NFP Retirement, Inc. 6.230 -2,99 489 -3,56
2026-04-08 13F Infinity Wealth Counsel, LLC 52.933 -1,01 4.151 -1,52
2026-02-11 13F Vestor Capital, Llc 0 -100,00 0 -100,00
2026-05-11 13F Womack Financial LLC 17.677 -5,90 1.386 -6,35
2026-05-11 13F Penserra Capital Management LLC 0 -100,00 0
2026-05-08 13F Sofos Investments, Inc. 62.860 -0,20 4.929 -0,73
2026-05-12 13F PCM Encore, LLC 19.448 -15,56 1.525 -16,03
2026-05-12 13F First American Trust, Fsb 112.022 -11,74 8.784 -12,19
2026-04-22 13F Krm Wealth Management L.l.c. 0 -100,00 0
2026-04-22 13F Aua Capital Management, Llc 32.234 -1,61 2.527 -2,09
2026-05-13 13F GeoWealth Management, LLC 3.990 -1,55 313 -2,19
2026-04-27 13F Truist Financial Corp 1.876.808 -9,20 147.161 -9,66
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-11 13F Godfrey Financial Associates, Inc. 671 -11,24 53 -11,86
2026-04-29 13F Sagace Wealth Management LLC 19.222 -5,83 1.507 -6,28
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 45.466 -4,05 3.565 -4,55
2026-05-14 13F Hilltop Holdings Inc. 6.837 -71,07 536 -71,21
2026-04-17 13F 55 North Private Wealth, LLC 4.301 -4,42 337 -4,80
2026-04-28 13F SeaBridge Investment Advisors LLC 4.620 -2,28 362 -2,69
2026-05-15 13F Brown Advisory Inc 82.737 -25,00 6.487 -25,39
2026-05-01 13F Team Financial Group, LLC 7.494 -7,21 588 -7,70
2026-05-12 13F Mengis Capital Management, Inc. 25.968 -13,30 2.036 -13,73
2026-04-30 13F GreatBanc Trust CO 27.121 -4,67 2.127 -5,17
2026-05-15 13F Rehmann Capital Advisory Group 0 -100,00 0
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-04-20 13F Cardinal Point Capital Management, ULC 3.143 -24,93 246 -25,23
2026-04-08 13F Birchbrook, Inc. 0 -100,00 0
2026-05-04 13F Archer Investment Corp 11.114 -2,63 871 -3,11
2026-05-14 13F Novak & Powell Financial Services, Inc. 18.783 -3,27 1.473 -3,79
2026-05-06 13F Zhang Financial LLC 9.452 -10,01 741 -10,40
2026-01-26 13F NorthLanding Financial Partners, LLC 0 -100,00 0
2026-04-03 13F Investors Research Corp 424 -0,47 33 0,00
2026-05-08 13F Opus Financial Solutions LLC 37.881 -2,19 2.970 -2,69
2026-05-11 13F TD Capital Management LLC 694.812 -1,85 54.480 -2,35
2026-04-21 13F Gilpin Wealth Management, Llc 1.340 -6,29 105 -6,25
2026-05-27 13F/A Maripau Wealth Management Llc 10.461 -0,38 820 -0,85
2026-05-15 13F Vawter Financial, Ltd. 161.542 -0,14 12.667 -0,64
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-01-26 13F Lakewood Asset Management LLC 0 -100,00 0
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