IVE / iShares Trust - iShares S&P 500 Value ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares S&P 500 Value ETF
US ˙ ARCA ˙ US4642874089

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
(%)
2026-04-13 13F Ironwood Wealth Management, Inc. 65.861 -0,42 14.297 -0,56
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-05-07 13F Resolute Wealth Strategies, LLC 22.815 -1,53 4.817 -1,95
2026-05-15 13F MAI Capital Management 1.007.806 -0,98 212.798 -1,41
2026-05-13 13F Callan Family Office, LLC 114.342 -2,46 24.143 -2,88
2026-01-21 13F Persium Advisors, LLC 0 -100,00 0
2026-04-27 13F Apeiron RIA LLC 22.453 -53,01 4.741 -54,70
2026-05-04 13F One Wealth Capital Management, Llc 37.608 -12,40 8.281 -9,04
2026-04-27 13F JB Capital LLC 808.494 -12,13 170.713 -12,51
2026-04-17 13F Nottingham Advisors, Inc. 9.431 -2,73 1.991 -3,16
2026-05-05 13F Smith, Moore & Co. 198.903 -0,59 41.998 -1,03
2026-04-27 13F Greenleaf Trust 156.003 -3,19 32.940 -3,61
2026-05-04 13F Stirlingshire Investments, Inc. 2.227 -11,42 470 -11,82
2026-05-15 13F United Capital Financial Advisers, Llc 660.573 -9,70 139.528 -10,06
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 80.286 -6,09 16.952 -6,50
2026-04-08 13F Mma Asset Management Llc 53.138 -56,15 11.220 -56,34
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-04 13F Barrett & Company, Inc. 1.465 -2,01 309 -2,52
2026-04-22 13F Detalus Advisors, LLC 104.257 -8,93 22.014 -9,32
2026-05-13 13F/A Quadrant Capital Group Llc 5.320 -0,47 1.123 -0,88
2026-05-15 13F/A Independent Financial Group, Llc 15.534 -2,58 3.280 -2,99
2026-05-07 13F Vision Retirement, LLC 7.007 -4,17 1.480 -4,58
2026-04-17 13F/A Founders Financial Securities Llc 4.012 -9,13 871 -6,94
2026-01-30 13F Canandaigua National Bank & Trust Co 2.253 -6,71 478 -4,22
2026-05-15 13F LTG Capital LLC 6.445 -1,50 1.361 -1,95
2026-04-13 13F Hudson Capital Management LLC 19.266 -6,31 4.068 -6,72
2026-05-15 13F PACK Private Wealth, LLC 5.205 -0,97 1.099 -1,35
2026-05-14 13F Level Four Advisory Services, Llc 29.828 -0,41 6.298 -0,83
2026-05-14 13F Select Asset Management & Trust 997 -16,85 0
2026-04-28 13F Fortis Capital Advisors, LLC 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 4.675 -1,79 987 -2,18
2026-04-27 13F Oarsman Capital, Inc. 1.159 -38,94 245 -39,30
2026-04-08 13F Miracle Mile Advisors, LLC 277.079 -16,06 58.505 -16,42
2026-04-13 13F Moody Lynn & Lieberson, Llc 1.912 -9,47 404 -9,84
2026-04-22 13F Stone Point Wealth LLC 2.076 -16,36 438 -16,73
2026-05-15 13F Silver Grove Financial Group, Inc. 7.389 -2,29 1.560 -0,06
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-02-12 13F FineMark National Bank & Trust 70.134 -1,16 14.873 1,50
2026-04-16 13F Sterling Investment Counsel, LLC 9.811 -6,38 2.072 -6,80
2026-05-12 13F Strategic Wealth Partners, Ltd. 923 -13,33 195 -13,78
2026-05-13 13F Tobias Financial Advisors, Inc. 9.058 -37,87 1.913 -38,14
2026-04-15 13F Founders Grove Wealth Partners, Llc 26.751 -0,22 5.649 -0,65
2026-04-20 13F MBA Advisors LLC 4.385 -0,27 926 -0,75
2026-04-27 13F Qrg Capital Management, Inc. 3.535 -17,85 746 -18,20
2026-04-22 13F Aspire Private Capital, LLC 7.066 -11,25 1.492 -11,61
2026-05-01 13F Carnegie Capital Asset Management, LLC 2.026 -7,99 428 -8,37
2026-05-07 13F Koss-Olinger Consulting, LLC 92.755 -33,51 19.585 -33,80
2026-06-03 13F DBK Financial Counsel, LLC 6.154 -1,88 1.299 -2,33
2026-05-05 13F Clarity Asset Management, Inc. 585 -1,18 123 -1,60
2026-05-06 13F LPL Financial LLC Put 0 -100,00 0 -100,00
2026-05-14 13F Us Bancorp \de\ 196.475 -57,91 41.487 -58,09
2026-04-01 13F Bangor Savings Bank 1.303 -0,15 275 -0,36
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 4.271 -4,17 902 -4,66
2026-05-05 13F Putnam Fl Investment Management Co 2.328 -34,05 492 -34,36
2026-05-14 13F Permanent Capital Management, LP 1.551 -1,08 347 4,22
2026-05-05 13F D.a. Davidson & Co. 15.354 -3,88 3.242 -4,28
2026-05-13 13F B&D White Capital Company, LLC 11.691 -2,74 2.469 -3,18
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 2.240 -2,18 473 -2,47
2026-05-15 13F Morgan Stanley 14.923.957 -2,32 3.151.194 -2,75
2026-04-30 13F Sequoia Financial Advisors, LLC 24.575 -8,27 5.189 -8,66
2026-04-09 13F VERITY Wealth Advisors 3.448 -0,12 728 -0,55
2026-05-12 13F Resurgent Financial Advisors LLC 7.092 -12,84 1.497 -13,22
2026-05-04 13F Mml Investors Services, Llc 1.721.079 -18,18 363.406 -18,54
2026-05-11 13F TD Capital Management LLC 236 -14,80 50 -15,52
2026-04-16 13F XML Financial, LLC 0 -100,00 0
2026-05-13 13F Bank OZK 1.952 -1,31 412 -1,67
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-06-01 13F Integrated Investment Consultants, LLC 4.573 -1,85 966 -2,33
2026-05-14 13F Baird Financial Group, Inc. 255.631 -13,19 53.976 -13,57
2026-05-15 13F MidFirst Bank 10.056 -6,52 2.123 -6,93
2026-05-12 13F Bnp Paribas Arbitrage, Sa 79.738 -10,85 16.837 -11,24
2026-04-09 13F Peterson Wealth Advisors, LLC 1.715 -9,11 362 -9,50
2026-05-11 13F Elevation Wealth Management LLC 2.561 -5,81 541 -6,25
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-11 13F SCS Capital Management LLC 33.186 -0,07 7.007 -0,50
2026-04-16 13F Montecito Bank & Trust 5.974 -0,98 1.261 -1,41
2026-04-30 13F Beacon Financial Group 5.235 -5,59 1.105 -5,96
2026-05-15 13F Turim 21 Investimentos Ltda. 929 -22,97 71 -18,60
2026-04-15 13F Midwest Heritage Bank, FSB 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 69.142 -5,72 14.599 -6,13
2026-01-30 13F Oakworth Capital, Inc. 0 -100,00 0
2026-04-27 13F NorthLanding Financial Partners, LLC 9.073 -3,33 1.916 -3,77
2026-04-20 13F CWA Asset Management Group, LLC 1.494 -0,99 316 -1,56
2026-04-30 13F First Horizon Corp 6.028 -0,12 1.273 -0,55
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-15 13F Home Federal Bank Of Tennessee 385.302 -2,00 81.356 -2,42
2026-05-14 13F Endeavor Private Wealth, Inc. 57.649 -4,46 12.173 -4,88
2026-04-28 13F Berger Financial Group, Inc 1.170 -22,05 247 -22,33
2026-04-13 13F ONE Advisory Partners, LLC 93.533 -10,55 19.749 -10,94
2026-04-06 13F CX Institutional 208.906 -33,06 44 -33,33
2026-05-01 13F Coordinated Financial Services, Inc. 2.550 -5,59 538 -5,94
2026-05-07 13F Commonwealth Financial Services, LLC 1.332 -90,15 281 -90,20
2026-04-27 13F BIP Wealth, LLC 4.997 -36,07 1.055 -36,33
2026-05-07 13F Fedenia Advisers LLC 4.772 -52,17 1.008 -52,41
2026-05-08 13F Maia Wealth LLC 43.477 -7,63 9.180 -10,93
2026-05-08 13F Valeo Financial Advisors, LLC 17.894 -7,44 3.778 -7,83
2026-05-11 13F Catalyst Financial Partners Llc 3.779 -3,05 798 -3,51
2026-05-14 13F Hilltop Holdings Inc. 7.951 -24,86 1.679 -25,19
2026-05-11 13F Aptus Capital Advisors, LLC 10.063 -4,50 2.125 -4,92
2026-04-14 13F Wealthcare Advisory Partners LLC 9.768 -10,06 2.063 -10,46
2026-05-13 13F Invst, LLC 73.869 -19,55 15.597 -19,90
2026-04-20 13F Fonville Wealth Management LLC 6.622 -1,93 1.398 -2,31
2026-05-07 13F Hollencrest Capital Management 931 -14,98 196 -15,52
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 35.716 -1,42 7.541 -1,85
2026-05-05 13F Theory Financial Llc 25.705 -5,77 5.428 -8,37
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-05-13 13F WealthCollab, LLC 436 -4,80 92 -5,15
2026-04-09 13F Praetorian Wealth Management, Inc. 128.382 -0,84 27.764 1,11
2026-04-21 13F BCU Wealth Advisors, LLC 18.353 -5,50 3.875 -5,90
2026-05-15 13F Advisor Group Holdings, Inc. 686.613 -7,41 145.140 -7,80
2026-05-07 13F Facet Wealth, Inc. 3.719 -17,15 785 -19,16
2026-04-29 13F Renasant Bank 4.134 -51,56 873 -51,80
2026-05-11 13F First National Bank Of Omaha 5.677 -4,75 1.179 -7,39
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-05-15 13F Hyundai Investments Co., Ltd. 1.653 -24,86 343 -26,87
2026-05-15 13F Van Diest Capital, LLC 1.044 -23,80 221 -24,14
2026-05-12 13F Bellwether Advisors, LLC 2.717 -1,38 574 -1,88
2026-04-28 13F Raleigh Capital Management Inc. 11.342 -9,55 2.395 -9,97
2026-05-01 13F Beverly Hills Private Wealth, LLC 1.939 -12,66 409 -12,98
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 129.776 -0,46 27.402 -0,89
2026-04-15 13F Cranbrook Wealth Management, LLC 23.384 -1,55 4.938 -1,99
2026-05-08 13F Riverwater Partners LLC 0 -100,00 0
2026-04-27 13F Beacon Advisors Holdings, Llc 9.597 -0,27 2.026 -0,69
2026-04-14 13F SigFig Wealth Management, LLC 53.694 -5,03 11.337 -5,45
2026-04-27 13F Lodestar Private Asset Management Llc 5.456 -0,82 1.152 -1,20
2026-04-15 13F Merit Financial Group, LLC 101.369 -1,78 21.404 -2,21
2026-04-22 13F Kennedy Investment Group 4.602 -11,86 972 -12,29
2026-05-04 13F Legacy Financial Group LLC 96.778 -7,32 20.435 -11,47
2026-05-15 13F SIMA Wealth Partners, LLC 16.206 -2,00 3.422 -2,45
2026-05-12 13F Clark Wealth Partners 565 -7,68 119 -7,75
2026-05-15 13F Susquehanna International Group, Llp Call 45.100 -22,77 9.523 -23,11
2026-01-15 13F Wealth Quarterback LLC 0 -100,00 0
2026-05-13 13F BCJ Capital Management, LLC 119.949 -0,07 25.327 -0,50
2026-05-15 13F Susquehanna International Group, Llp Put 21.600 -7,69 4.561 -8,10
2026-05-13 13F Buckingham Strategic Partners 18.559 -19,90 3.917 -20,29
2026-05-01 13F Connecticut Wealth Management, LLC 4.284 -5,12 905 -5,54
2026-04-16 13F Consolidated Planning Corp 1.240 -11,17 262 -11,82
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 8.520 -2,37 1.799 -2,81
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-16 13F First Merchants Corp 86.659 -0,17 18.298 -0,60
2026-05-11 13F Camden Capital, LLC 1.053 -38,39 222 -38,67
2026-04-22 13F Romano Brothers And Company 1.272 -5,50 269 -5,96
2026-04-16 13F Klaas Financial Asset Advisors, LLC 7.665 -0,13 1.618 -0,55
2026-04-06 13F GAMMA Investing LLC 1.568 -11,51 331 -11,73
2026-05-15 13F Pinney & Scofield, Inc. 91 -3,19 19 0,00
2026-05-18 13F Edgestream Partners, L.P. 2.038 -22,04 430 -22,38
2026-05-12 13F Asset One Wealth Management LLC 973 -7,33 214 -6,99
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 156.320 -30,20 33.007 -30,50
2026-04-23 13F Farmers & Merchants Investments Inc 7.119 -1,03 1.503 -1,44
2026-05-04 13F Oasis Advisors, LLC 0 -100,00 0
2026-05-13 13F Tiemann Investment Advisors, Llc 8.484 -0,43 1.791 -0,89
2026-04-27 13F Exencial Wealth Advisors, Llc 37.365 -1,88 7.890 -2,30
2026-05-11 13F Salomon & Ludwin, LLC 186.041 -2,07 39.415 -3,34
2026-05-12 13F CIBC Bancorp USA Inc. 16.177 -35,74 3.416 -34,30
2026-05-15 13F Equitable Holdings, Inc. 288.317 -2,28 61.143 -2,27
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-14 13F Harvest Investment Services, LLC 2.834 -7,45 599 -7,86
2026-05-01 13F Advisors Capital Management, LLC 3.793 -23,99 801 -24,39
2026-05-06 13F World Equity Group, Inc. 6.123 -9,94 1.293 -10,34
2026-05-13 13F Visionary Wealth Advisors 2.186 -4,08 462 -4,55
2026-05-15 13F Aufman Associates Inc 1.308 -10,78 276 -10,97
2026-05-05 13F Journey Advisory Group, LLC 2.314 -0,47 489 -1,01
2026-04-22 13F Evensky & Katz LLC 5.229 -0,15 1 0,00
2026-04-13 13F Pettinga Financial Advisors, LLC 148.510 -7,14 31.358 -7,54
2026-04-30 13F Accredited Investors Inc. 0 -100,00 0
2026-04-17 13F Mainstream Capital Management LLC 1.143 -1,80 241 -2,03
2026-04-14 13F Legacy Trust 1.304 -1,51 275 -1,79
2026-05-07 13F Tidemark, LLC 4.641 -2,54 980 -2,87
2026-04-09 13F Adirondack Capital Advisors, LLC 36.200 -0,38 7.644 -0,82
2026-05-11 13F Wealth Dimensions Group, Ltd. 10.965 -3,38 2.315 -3,78
2026-04-28 13F Dumont & Blake Investment Advisors Llc 10.107 -4,43 2.134 106.600,00
2026-05-12 13F Advocacy Wealth Management Services, LLC 510.593 -2,80 107.812 -3,22
2026-04-24 13F Semus Wealth Partners LLC 7.388 -5,75 1.560 -6,14
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 9.199 -1,10 1.942 -1,52
2026-04-21 13F Oak Wealth Advisors LLC 0 -100,00 0
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 2.781 -28,62 587 -28,93
2026-04-21 13F Wesbanco Bank Inc 19.871 -2,13 4.196 -2,56
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 0 -100,00 0
2026-04-22 13F Continuum Advisory, LLC 5.317 -2,37 1.123 -2,77
2026-01-29 13F Comerica Bank 341.229 -5,44 72.364 -2,90
2026-05-15 13F Laird Norton Trust Company, Llc 64.177 -0,76 13.551 -1,20
2026-04-22 13F Vicus Capital 32.184 -2,58 6.796 -3,00
2026-04-13 13F First Hawaiian Bank 84.945 -17,86 17.936 -18,22
2026-05-12 13F BOK Financial Private Wealth, Inc. 89.693 -2,70 18.939 -3,13
2026-05-05 13F Cullen/frost Bankers, Inc. 91.290 -0,19 19.276 -0,63
2026-05-07 13F Centerpoint Advisors, LLC 38.460 -0,80 8 0,00
2026-04-22 13F Avantra Family Wealth, Inc. 6.855 -3,57 1.447 -3,98
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-04-24 13F Michels Family Financial, LLC 5.316 -0,06 1.122 -0,44
2026-05-12 13F Daybright Advisory Services, Inc. 14.327 -1,52 3.025 -1,94
2026-05-14 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-05-08 13F Coldstream Capital Management Inc 9.965 -20,25 2.104 -20,60
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 3.748 -50,41 791 -51,59
2026-04-30 13F Acorn Wealth Advisors, LLC 1.201 -23,16 254 -23,56
2026-04-21 13F Huntleigh Advisors, Inc. 1.245 -24,59 263 -25,14
2026-04-13 13F 5T Wealth, LLC 30.920 -1,27 6.529 -1,67
2026-05-13 13F Mariner, LLC 1.126.708 -5,40 237.831 -5,85
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-01 13F Burkett Financial Services, Llc 7.884 -3,39 1.665 -3,82
2026-05-08 13F Bokf, Na 93.168 -31,33 19.672 -31,63
2026-05-07 13F Avidian Wealth Solutions, LLC 46.312 -5,44 9.779 -5,85
2026-04-22 13F Bravera Wealth 0 -100,00 0
2026-04-30 13F Elevated Capital Advisors, LLC 2.534 -3,50 535 -3,96
2026-04-20 13F Independent Wealth Network Inc. 2.826 -9,91 597 -10,38
2026-05-11 13F Mountain Capital Investment Advisors, Inc 1.453 -2,29 320 -0,62
2026-05-13 13F Edgemoor Investment Advisors, Inc. 3.079 -3,57 650 -3,99
2026-04-14 13F Opal Wealth Advisors, LLC 3.231 -43,24 682 -43,50
2026-04-15 13F Fifth Third Securities, Inc. 43.461 -10,64 9.177 -11,03
2026-05-13 13F Calton & Associates, Inc. 13.765 -4,12 2.906 -4,53
2026-05-11 13F Linscomb & Williams, Inc. 3.222 -1,17 680 -1,59
2026-04-16 13F Security National Bank 569 -63,50 120 -63,64
2026-05-12 13F Rsm Us Wealth Management Llc 97.554 -3,49 20.599 -4,58
2026-04-02 13F Fulcrum Equity Management 4.075 -14,16 860 -14,51
2026-04-27 13F Evolution Wealth Management Inc. 1.770 -12,89 374 -13,26
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 4.594 -8,30 970 -8,76
2026-02-17 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-04-16 13F True Vision MN LLC 49.229 -2,87 10.395 -3,29
2026-05-04 13F Bridges Investment Management Inc 11.545 -4,23 2.438 -4,66
2026-05-20 13F SOA Wealth Advisors, LLC. 5.436 -4,90 1.148 -5,36
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-05-12 13F Entrust Financial Llc 0 -100,00 0
2026-04-27 13F TCI Wealth Advisors, Inc. 1.032 -7,19 218 -7,66
2026-05-13 13F Bank Of Montreal /can/ 292.133 -1,57 61.684 -1,99
2026-05-12 13F Icon Wealth Advisors, LLC 275.383 -3,58 60.835 0,44
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-04-22 13F Samalin Investment Counsel, LLC 2.077 -3,80 439 -4,16
2026-04-23 13F Summit Investment Advisory Services, LLC 15.253 -2,58 3.221 -3,01
2026-04-29 13F Efficient Advisors, LLC 25.815 -3,08 5.451 -3,51
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 0 -100,00 0
2026-04-23 13F Ewa, Llc 155.610 -6,03 32.857 -6,44
2026-04-21 13F Pallas Capital Advisors LLC 4.907 -30,08 1.036 -30,38
2026-04-09 13F IFG Advisors, LLC 2.125 -2,43 449 -2,82
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-04-10 13F Pure Financial Advisors, Inc. 32.291 -3,16 6.818 -3,58
2026-05-14 13F HighPoint Advisor Group LLC 3.856 -3,94 814 -4,35
2026-04-08 13F McNaughton Wealth Management, LLC 76.322 -5,14 16.115 -5,55
2026-04-21 13F Morton Capital Management LLC/CA 2.649 -17,86 559 -18,16
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-04-10 13F Baker Tilly Financial, Llc 1.637 -22,78 346 -23,16
2026-05-11 13F Empirical Asset Management, LLC 8.829 -0,50 1.864 -0,90
2026-05-04 13F Clear Investment Research, Llc 119 -95,00 25 -95,05
2026-04-24 13F Peregrine Asset Advisers, Inc. 15.214 -0,72 3.212 -1,14
2026-05-15 13F Clark Capital Management Group, Inc. 0 -100,00 0
2026-05-04 13F Principal Financial Group Inc 16.251 -25,43 3.431 -25,75
2026-05-12 13F Atlantic Union Bankshares Corp 3.545 -1,45 748 -1,84
2026-04-21 13F Falcon Wealth Planning 28.099 -2,77 5.933 -3,18
2026-04-22 13F Janney Montgomery Scott LLC 1.349.230 -8,28 285 -8,68
2026-04-22 13F Apollon Financial, LLC 3.236 -0,37 683 -0,73
2026-04-23 13F O'Connor Financial Group LLC 19.242 -1,55 4.063 -3,90
2026-05-08 13F Smithfield Trust Co 20.702 -0,75 4 0,00
2026-05-04 13F Lifeworks Advisors, LLC 5.798 -7,54 1.224 -7,90
2026-04-17 13F Braeburn Wealth Management LLC 8.177 -1,17 1.727 -1,60
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 418.113 -7,64 88.285 -8,04
2026-05-15 13F Ascent Group, LLC 398.536 -6,60 84.151 -7,00
2026-04-16 13F Center For Asset Management LLC 1.147 -2,55 242 -2,81
2026-04-17 13F Matthew Goff Investment Advisor, LLC 83.202 -1,23 17.568 -1,66
2026-04-21 13F Decker Retirement Planning Inc. 0 -100,00 0
2026-05-07 13F Legacy Wealth Managment, LLC/ID 653 -8,29 138 -8,67
2026-04-22 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-06-01 13F Flagship Wealth Advisors, Llc 9.433 -24,42 1.843 -30,35
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 2.148.592 -15,42 453.675 -15,78
2026-05-14 13F Milestone Asset Management Group, LLC 5.005 -0,93 1.057 -1,40
2026-04-27 13F Financial Services Advisory Inc 1.816 -2,42 383 -2,79
2026-05-08 13F Idaho Trust Bank 6.770 -0,24 1.429 -0,69
2026-05-14 13F Keebeck Wealth Management, LLC 49.609 -7,15 10.475 -7,56
2026-04-08 13F First Heartland Consultants, Inc. 30.038 -6,53 6.343 -6,93
2026-04-10 13F Magnus Financial Group LLC 17.701 -15,08 3.738 -15,45
2026-05-14 13F Allworth Financial LP 94.814 -0,82 20.020 -1,25
2026-04-24 13F Axis Wealth Partners, LLC 10.490 -8,48 2.215 -8,89
2026-04-24 13F Enzi Wealth 2.003 -0,10 423 -2,99
2026-05-15 13F Wick Capital Partners, LLC 3.728 -2,41 787 -2,84
2026-05-14 13F Financial Advisors Network, Inc. 49.012 -0,25 10.349 -0,69
2026-04-16 13F Heck Capital Advisors, LLC 13.679 -58,81 2.888 -58,99
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 7.614 -2,37 1.608 -2,78
2026-05-15 13F Two Sigma Investments, Lp 0 -100,00 0
2026-05-13 13F First Trust Advisors Lp 23.423 -0,59 4.946 -1,02
2026-05-13 13F Principal Securities, Inc. 127.933 -9,91 27.013 -10,30
2026-05-15 13F Punch & Associates Investment Management, Inc. 0 -100,00 0
2026-04-10 13F FORM Wealth Advisors, LLC 15.570 -2,03 3.288 -2,46
2026-04-29 13F Sather Financial Group Inc 1.268 -4,80 268 -5,32
2026-05-15 13F Perennial Investment Advisors, LLC 7.930 -0,34 1.675 -0,77
2026-01-16 13F Five Oceans Advisors 0 -100,00 0
2026-04-30 13F Donaldson Capital Management, Llc 3.335 -17,78 704 -18,14
2026-05-29 13F Mullaney, Keating & Wright, Inc. 8.284 -4,42 1.749 -4,79
2026-04-27 13F HB Wealth Management, LLC 45.806 -7,38 9.672 -7,78
2026-05-14 13F Northern Oak Wealth Management Inc 135.177 -2,33 28.543 -2,75
2026-04-13 13F Lee Financial Co 6.851 -10,97 1.447 -11,34
2026-05-14 13F Traynor Capital Management, Inc. 44.811 -3,13 9.304 -5,15
2026-05-13 13F Lighthouse Financial LLC 22.235 -9,56 4.695 -9,96
2026-05-11 13F Bailard, Inc. 7.676 -8,97 1.621 -9,40
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-04-28 13F Whittier Trust Co 10.096 -0,88 2.148 -2,54
2026-05-14 13F Mill Creek Capital Advisors, LLC 9.805 -19,85 2.070 -20,20
2026-04-20 13F Hoxton Planning & Management, LLC 31.813 -4,52 6.717 -4,94
2026-04-22 13F Spirepoint Private Client, Llc 2.711 -7,32 572 -7,74
2026-04-27 13F Leelyn Smith, LLC 0 -100,00 0
2026-04-29 13F KERR FINANCIAL PLANNING Corp 2.508 -4,49 552 -4,17
2026-05-07 13F First National Trust Co 2.346 -0,55 495 -1,00
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-08 13F Grand Wealth Management, Llc 130 -7,14 27 -6,90
2026-04-21 13F Alpine Bank Wealth Management 24.899 -0,18 5.257 -0,61
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-04-13 13F Kmg Fiduciary Partners, Llc 35.833 -39,06 7.566 -39,32
2026-05-04 13F Rodgers & Associates, LTD 48.283 -0,69 10.195 -1,13
2026-04-21 13F Pacific Sage Partners, LLC 1.472 -16,55 311 -17,11
2026-05-05 13F Advantage Trust Co 385 -2,53 81 -2,41
2026-05-08 13F Macroview Investment Management Llc 2.219 -4,11 469 -4,49
2026-05-15 13F Point72 Asset Management, L.P. 0 -100,00 0 -100,00
2026-05-15 13F Point72 Asset Management, L.P. Put 0 -100,00 0 -100,00
2026-04-07 13F Farther Finance Advisors, LLC 158.047 -10,78 33.425 -11,02
2026-05-13 13F Brinker Capital Investments, LLC 155.810 -15,56 32.899 -15,93
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 8.246 -77,44 1.740 -77,56
2026-04-22 13F RMR Wealth Builders 1.308 -0,30 276 -0,72
2026-04-27 13F Wbh Advisory Inc 8.856 -4,99 1.873 -5,26
2026-05-14 13F Raymond James Financial Inc 1.620.965 -12,17 342.267 -12,55
2026-05-15 13F Asset Management Group, Inc. 51.514 -0,15 10.877 -0,58
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 33.450 -8,68 7.063 -9,09
2026-05-11 13F Wells Fargo & Company/mn 6.213.297 -0,81 1.311.937 -1,24
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 967 -25,67 191 -19,49
2026-04-23 13F American National Bank 254 -30,22 54 -31,17
2026-05-06 13F Quadrant Private Wealth Management, LLC 70.489 -3,45 14.884 -3,87
2026-05-15 13F Strategies Wealth Advisors, LLC 7.041 -6,38 1.487 -6,83
2026-05-08 13F Aviso Wealth Management 1.964 -9,99 415 -10,39
2026-04-13 13F Massmutual Trust Co Fsb/adv 338 -34,75 71 -34,86
2026-04-22 13F Gemmer Asset Management LLC 17.325 -4,19 3.658 -4,59
2026-05-15 13F Family Management Corp 616 -10,07 130 -10,34
2026-05-15 13F Walsh & Associates, LLC 118 -6,35 25 -7,69
2026-05-14 13F Twin Focus Capital Partners, Llc 23.930 -32,25 5.053 -32,55
2026-05-01 13F Wilian Securities, LLC 0 -100,00 0
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-06 13F Oxford Financial Group Ltd 7.518 -56,85 1.587 -57,04
2026-04-13 13F Arcadia Investment Advisors Llc 21.157 -0,93 4.467 -1,35
2026-02-13 13F Navis Wealth Advisors, LLC 0 -100,00 0
2026-04-24 13F United Community Bank 1.672 -2,62 353 -3,02
2026-04-24 13F Newton One Investments LLC 1.735 -0,97 366 -1,35
2026-05-12 13F Vista Private Wealth Partners. LLC 1.393 -23,80 312 -12,61
2026-05-13 13F Ankerstar Wealth, LLC 205 -0,49 43 0,00
2026-05-15 13F National Bank Of Canada /fi/ 2.071 -2,22 437 -2,67
2026-04-16 13F Polianta Ltd 0 -100,00 0
2026-05-15 13F Silvercrest Asset Management Group Llc 5.026 -5,63 1.061 -6,02
2026-02-18 13F Financial Advisory Service, Inc. 41.765 -1,04 8.857 1,63
2026-05-07 13F Northwestern Mutual Wealth Management Co 275.581 -5,04 58.189 -5,45
2026-05-14 13F Ballentine Partners, LLC 4.405 -0,43 930 -0,85
2026-05-14 13F Financial Engines Advisors L.L.C. 227.910 -1,51 48.123 -1,93
2026-04-22 13F Wiser Advisor Group LLC 883 -12,49 186 -12,68
2026-04-13 13F Neumann Capital Management, LLC 9.209 -2,95 1.944 -3,38
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 0 -100,00 0
2026-05-12 13F Operose Advisors LLC 12.560 -0,70 2.652 -1,12
2026-05-14 13F Capital Analysts, Inc. 103.218 -0,13 22 0,00
2026-05-04 13F AMG National Trust Bank 5.212 -0,08 1.101 -0,54
2026-04-28 13F Interactive Financial Advisors 1.357 -5,17 287 -5,61
2026-05-13 13F Jaffetilchin Investment Partners, LLC 7.275 -0,74 1.536 -1,16
2026-05-26 13F Axiom Investment Management LLC 0 -100,00 0
2026-05-01 13F Hohimer Wealth Management, Llc 5.656 -30,62 1.194 -30,90
2026-05-08 13F Stonebridge Financial Planning Group, LLC 8.124 -0,83 1.715 -1,27
2026-04-21 13F Chapin Davis, Inc. 5.298 -5,02 1.119 -5,41
2026-05-13 13F Transcend Wealth Collective, Llc 11.138 -6,11 2.352 -6,52
2026-04-10 13F Octavia Wealth Advisors, LLC 1.610 -11,25 340 -11,72
2026-05-05 13F Mcmorgan & Co Llc 78.118 -1,67 16.495 -2,10
2026-04-07 13F Retirement Wealth Solutions LLC 24.624 -3,38 5.199 -3,79
2026-04-14 13F Capital Asset Managemnet, LLC 15.861 -8,34 3.349 -11,07
2026-05-27 13F/A Maripau Wealth Management Llc 8.768 -10,98 1.851 -11,35
2026-04-24 13F Private Advisor Group, LLC 302.973 -8,48 63.973 -8,88
2026-05-01 13F International Assets Investment Management, Llc 9.297 -2,62 1.966 -2,87
2026-05-04 13F LJI Wealth Management, LLC 2.153 -10,22 455 -10,63
2026-05-15 13F Mission Wealth Management, Lp 9.139 -3,39 1.930 -3,84
2026-05-05 13F Sanctuary Advisors, LLC 902.104 -6,56 190.479 -6,97
2026-05-06 13F Durante & Waters, Llc 7.719 -7,49 1.630 -7,91
2026-02-17 13F Sherman Porfolios, Llc 0 -100,00 0
2026-04-06 13F Rosenberg Matthew Hamilton 279 -0,36 59 -1,69
2026-05-08 13F Steward Partners Investment Advisory, Llc 101.291 -30,83 21.388 -31,13
2026-04-14 13F Sterling Investment Advisors Llc /adv 23.511 -1,95 4.965 -2,38
2026-04-23 13F Glass Jacobson Investment Advisors llc 13.782 -1,92 2.910 -2,38
2026-05-14 13F Lbmc Investment Advisors, Llc 41.978 -5,25 8.864 -5,66
2026-04-15 13F Journey Strategic Wealth Llc 6.149 -6,12 1.298 -6,55
2026-05-15 13F Glen Eagle Advisors, LLC 19.280 -4,38 4.071 -4,82
2026-05-11 13F Great Lakes Advisors, Llc 12 -94,00 3 -95,24
2026-02-05 13F Center for Financial Planning, Inc. 117 -25,48 25 -25,00
2026-05-18 13F Chesapeake Wealth Management 1.313 -3,81 277 -4,15
2026-04-28 13F Stratos Wealth Advisors, LLC 4.660 -8,77 984 -9,14
2026-05-11 13F Marin Bay Wealth Advisors, LLC 14.559 -0,75 3.074 -1,16
2026-05-05 13F Capital Investment Advisory Services, LLC 1.710 -8,26 361 -8,61
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 5.662 -6,54 1.196 -6,93
2026-05-13 13F Alesco Advisors Llc 66.079 -5,90 13.953 -6,31
2026-04-07 13F Park Avenue Securities Llc 2.199.311 -10,87 464 -11,28
2026-04-28 13F WESPAC Advisors, LLC 6.459 -27,60 1.364 -27,92
2026-05-06 13F GatePass Capital, LLC 4.789 -17,23 1.011 -17,60
2026-04-21 13F Colony Family Offices, LLC 154 -43,59 33 -43,86
2026-04-23 13F Interchange Capital Partners, LLC 11.526 -36,60 2.210 -42,68
2026-04-29 13F CFS Investment Advisory Services, LLC 34.708 -15,98 7.667 -12,49
2026-04-17 13F Total Clarity Wealth Management, Inc. 0 -100,00 0
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-24 13F hemming& Wealth Management, Inc. 53.000 -37,98 11.191 -38,26
2026-04-16 13F Quotient Wealth Partners, LLC 23.740 -1,31 5.013 -1,74
2026-04-08 13F Towerpoint Wealth, LLC 5.368 -0,07 1.133 -0,53
2026-04-08 13F Emergent Wealth Advisors, LLC 2.145 -68,48 453 -68,68
2026-05-13 13F/A Jpmorgan Chase & Co 17.182.077 -8,35 3.567.515 -10,27
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 34.515 -13,25 7.288 -13,63
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 1.999 -5,93 422 -6,22
2026-05-15 13F National Philanthropic Trust 16.525 -1,36 3.489 -1,77
2026-05-14 13F Empower Advisory Group, LLC 2.532 -2,47 535 -2,91
2026-01-21 13F SJS Investment Consulting Inc. 0 -100,00 0
2026-05-15 13F Imprint Wealth LLC 996 -9,95 210 -10,26
2026-02-12 13F CIBC Private Wealth Group, LLC 20.873 -12,12 4.427 -9,77
2026-05-15 13F Mercer Global Advisors Inc /adv 112.059 -26,52 23.661 -11,11
2026-04-30 13F Hsbc Holdings Plc 2.000 -49,37 422 -49,58
2026-05-11 13F VeraBank, N.A. 1.709 -12,76 361 -13,25
2026-04-21 13F One Wealth Advisors, LLC 130.581 -2,15 27.572 -2,58
2026-05-08 13F Prime Capital Investment Advisors, LLC 20.883 -4,22 4.409 -4,65
2026-04-30 13F Colton Groome Financial Advisors, Llc 1.395 -11,93 295 -12,24
2026-05-13 13F ShoreHaven Wealth Partners, LLC 1.895 -7,70 400 -8,05
2026-04-29 13F WealthPLAN Partners, LLC 19.585 -11,92 4.135 -12,30
2026-05-08 13F SHP Wealth Management 733 -0,95 155 -1,28
2026-04-24 13F Swmg, Llc 99.492 -8,76 21.008 -13,25
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-30 13F Private Trust Co Na 7.258 -3,25 1.532 -3,65
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 193.455 -4,40 40.848 -4,82
2026-04-28 13F Nbt Bank N A /ny 3.720 -3,65 785 -0,38
2026-05-13 13F GeoWealth Management, LLC 8.233 -5,44 1.738 -5,85
2026-05-13 13F Cetera Investment Advisers 3.295.130 -3,37 695.767 -3,79
2026-02-26 13F/A Blackston Financial Advisory Group, LLC 0 -100,00 0
2026-04-17 13F Certified Advisory Corp 5.186 -4,69 1.095 -5,12
2026-04-13 13F Market Street Wealth Management Advisors Llc 13.968 -1,31 2.949 -1,73
2026-04-08 13F Sax Wealth Advisors, Llc 35.081 -0,26 7.440 -0,25
2026-04-09 13F Camelot Technology Advisors, Inc. 3.080 -0,74 650 -1,22
2026-04-27 13F Independent Solutions Wealth Management, LLC 72.579 -3,42 15.325 -3,84
2026-05-12 13F Stokes Family Office, LLC 121.242 -21,58 25.600 -21,93
2026-04-15 13F Trust Point Inc. 69.367 -0,97 14.647 -1,40
2026-05-21 13F Raab & Moskowitz Asset Management LLC 1.642 -1,74 347 -2,26
2026-05-06 13F Hurley Capital, LLC 130 -45,15 28 -46,00
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 2.285 -12,92 482 -13,31
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6.367 -72,61 1.344 -72,74
2026-04-22 13F Spire Wealth Management 121.373 -2,73 25.628 -3,15
2026-04-29 13F Sigma Investment Counselors Inc 12.346 -0,48 2.607 -0,91
2026-04-08 13F David J Yvars Group 1.172 -10,40 247 -10,83
2026-05-07 13F JSF Financial, LLC 5.176 -11,52 1.093 -11,94
2026-05-06 13F Florin Court Capital LLP 6.200 -73,84 1.309 -73,96
2026-04-10 13F Sage Investment Advisers LLC 17.545 -6,25 3.711 -6,50
2026-04-21 13F Waterway Wealth Management, LLC 131.716 -14,80 18.798 -20,63
2026-05-12 13F Processus Wealth & Capital Management, LLC 1.820 -1,62 384 -2,04
2026-05-04 13F Copia Wealth Management 1.318 -11,60 278 -12,03
2026-04-29 13F Bank Of Stockton 50.741 -7,06 10.714 -7,47
2026-02-13 13F Itau Unibanco Holding S.A. 0 -100,00 0
2026-05-08 13F Blair William & Co/il 41.042 -2,44 8.666 -2,87
2026-05-13 13F BlackRock, Inc. 2.593.920 -11,72 547.706 -12,10
2026-02-12 13F Leigh Baldwin & Co., Llc 0 -100,00 0 -100,00
2026-04-30 13F Stegner Investment Associates Inc. 16.258 -0,28 3.433 -0,72
2026-05-08 13F Pnc Financial Services Group, Inc. 2.271.013 -3,09 479.524 -3,51
2026-05-15 13F JT Stratford LLC 7.023 -9,72 1.483 -10,13
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 6.980 -4,61 1.474 -5,03
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-04-15 13F Hilltop Wealth Advisors, Llc 20.288 -2,85 4.284 -3,27
2026-04-28 13F Ntv Asset Management Llc 2.015 -6,93 425 -7,41
2026-04-28 13F Kingswood Wealth Advisors, Llc 4.569 -8,62 965 -9,06
2026-05-01 13F Vantage Point Financial LLC 13.810 -17,46 2.916 -17,84
2026-05-22 13F WNY Asset Management, LLC 2.844 -1,08 601 1,18
2026-05-11 13F Insight Advisors, LLC/ PA 3.101 -69,44 655 -69,61
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-04-27 13F Td Private Client Wealth Llc 82.186 -8,43 17.354 -8,82
2026-05-06 13F LPL Financial LLC 10.505.241 -4,61 2.218.182 -5,03
2026-05-11 13F Cadinha & Co Llc 5.990 -2,47 1.265 -2,92
2026-04-22 13F Mason & Associates, LLC 6.451 -2,46 1.362 -2,85
2026-05-04 13F Wsfs Capital Management, Llc 11.397 -0,58 2.406 -1,03
2026-04-07 13F Eastern Bank 4.089 -1,42 863 -1,82
2026-05-06 13F Crescent Grove Advisors, LLC 6.140 -1,84 1.297 -2,26
2026-04-14 13F Nbc Securities, Inc. 1.810 -3,21 382 -3,54
2026-05-12 13F PCM Encore, LLC 15.835 -5,66 3.344 -6,07
2026-05-14 13F Evergreen Capital Management Llc 1.777 -34,69 375 -35,01
2026-04-10 13F RTD Financial Advisors, Inc. 74.881 -2,24 15.811 -2,66
2026-05-14 13F Regal Investment Advisors LLC 94.899 -6,93 20.038 -7,33
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 8.279 -2,31 1.748 -2,73
2026-05-01 13F New Republic Capital, LLC 3.273 -8,06 691 -8,36
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-04-22 13F Caldwell Trust Co 700 -5,79 148 -6,37
2026-05-07 13F Johnson Financial Group, Inc. 2.225 -21,93 470 -22,35
2026-04-15 13F Register Financial Advisors LLC 384 -0,26 81 0,00
2026-05-12 13F Cambiar Investors Llc 0 -100,00 0
2026-04-14 13F Bay Harbor Wealth Management, LLC 75.688 -9,03 15.982 -9,43
2026-04-21 13F Encompass Wealth Advisors, Llc 171.699 -0,39 36.254 -0,82
2026-05-15 13F Van Den Berg Management I, Inc 18 -5,26 4 -25,00
2026-04-16 13F Clark Asset Management, LLC 1.286 -3,60 272 -3,90
2026-05-12 13F Saiph Capital, LLC 79.335 -0,41 16.752 -0,84
2026-05-21 13F Verus Capital Partners, Llc 28.264 -4,16 5.968 -4,56
2026-04-24 13F National Asset Management, Inc. 28.494 -18,68 5.916 -20,38
2026-04-28 13F Belpointe Asset Management LLC 19.852 -15,53 4.192 -15,91
2026-05-06 13F Assetmark, Inc 21.213 -6,00 4.479 -6,39
2026-04-13 13F Shira Ridge Wealth Management 1.004 -3,37 212 -4,09
2026-05-06 13F Gray Private Wealth, LLC 16.591 -0,50 3.503 -0,93
2026-04-27 13F Prasad Wealth Partners, LLC 2.635 -1,57 556 -1,94
2026-02-13 13F Capula Management Ltd 0 -100,00 0
2026-05-14 13F Gwn Securities Inc. 11.880 -1,17 2.509 -1,61
2026-04-22 13F Sendero Wealth Management, LLC 5.689 -5,81 1.201 -6,17
2026-05-05 13F Gallacher Capital Management LLC 3.312 -17,86 699 -18,25
2026-05-14 13F Neuberger Berman Group LLC 4.527 -5,25 956 -5,73
2026-05-11 13F Boston Partners 0 -100,00 0
2026-04-16 13F Ironwood Financial, llc 96.875 -1,07 20.455 -3,84
2026-04-30 13F Conning Inc. 5.390 -13,44 1.138 -13,79
2026-04-22 13F LifeSteps Financial, Inc. 1.013 -5,42 214 -6,17
2026-05-13 13F Lloyd Advisory Services, LLC. 2.370 -54,05 500 -54,25
2026-05-01 13F Strategic Financial Partners, Ltd. 0 -100,00 0
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-05-11 13F Per Stirling Capital Management, LLC. 105.494 -0,85 22.275 -1,29
2026-01-21 13F Greenhouse Wealth Management, LLC 0 -100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 165.861 -19,10 35.022 -19,45
2026-04-23 13F Mayflower Financial Advisors, LLC 62.807 -0,83 13.262 -1,27
2026-04-02 13F Hilltop National Bank 6.307 -9,86 1.332 -10,25
2026-04-15 13F Fortitude Family Office, LLC 10.300 -0,95 2.175 -1,41
2026-04-24 13F Charter Oak Capital Management, LLC 23.916 -6,96 5.050 -7,37
2026-05-14 13F Venture Visionary Partners LLC 5.413 -5,83 1.143 -6,23
2026-05-13 13F First Citizens Bank & Trust Co 16.129 -26,49 3.406 -26,81
2026-04-24 13F RKL Wealth Management LLC 16.533 -4,90 3.491 -5,29
2026-05-01 13F Stony Point Wealth Management Inc. 15.183 -0,60 3.206 -1,05
2026-04-27 13F Pensionmark Financial Group, Llc 238.627 -0,63 50.386 -1,06
2026-04-09 13F Park Place Capital Corp 4.777 -48,97 1.009 -49,22
2026-05-15 13F Quest Investment Management Llc 0 -100,00 0
2026-04-09 13F Veracity Capital LLC 3.552 -9,06 750 -9,42
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-16 13F BridgePort Financial Solutions, LLC 14.835 -17,73 3.132 -18,10
2026-04-21 13F RCS Financial Planning, LLC 4.854 -80,34 1.025 -80,45
2026-04-08 13F Sharkey, Howes & Javer 187.653 -8,46 39.623 -8,86
2026-05-14 13F Massachusetts Financial Services Co /ma/ 0 -100,00 0
2026-05-13 13F Hirtle Callaghan & Co LLC 9.468 -0,39 1.999 -0,79
2026-05-14 13F Betterment LLC 357.479 -3,31 75 -3,85
2026-05-06 13F Hartland & Co., LLC 113.434 -0,40 23.952 -0,83
2026-05-04 13F Geneos Wealth Management Inc. 43.974 -0,30 9.285 -0,73
2026-05-15 13F Transamerica Financial Advisors, Inc. 10.051 -1,13 2.122 -1,53
2026-04-13 13F Kelly Financial Services LLC 119.082 -7,61 25.063 -8,31
2026-04-08 13F Clarus Wealth Advisors 24.196 -1,48 5.131 -3,61
2026-04-08 13F Spinnaker Investment Group, LLC 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-17 13F Signal Advisors Wealth, LLC 11.086 -6,19 2.341 -6,62
2026-05-12 13F Tiaa Trust, National Association 657 -96,52 139 -96,55
2026-01-28 13F United Asset Strategies, Inc. 0 -100,00 0 -100,00
2026-05-14 13F Morse Asset Management, Inc 200 -6,54 42 -6,67
2026-04-27 13F Capital Advisors Inc/ok 4.070 -1,93 859 -2,39
2026-05-12 13F Ellis Investment Partners, LLC 12.437 -2,14 2.626 -2,56
2026-05-14 13F Pinnacle Family Advisors, LLC 17.923 -0,24 3.784 -0,68
2026-04-17 13F Legacy Wealth Partners, LLC 5.740 -9,39 1.212 -9,75
2026-04-29 13F Cary Street Partner Investment Advisory Llc 7.620 -5,91 1.609 -6,35
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 399 -33,28 84 -33,33
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 2.413 -0,45 510 -0,97
2026-02-06 13F GPS Wealth Strategies Group, LLC 58 -93,76 12 -93,72
2026-04-21 13F Old National Bancorp /in/ 25.136 -5,23 5.307 -5,64
2026-04-20 13F Foster Victor Wealth Advisors, LLC 1.283 -1,31 279 -1,06
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-15 13F Blue Chip Partners, Inc. 1.407 -12,66 297 -12,90
2026-05-13 13F Federation des caisses Desjardins du Quebec 34.465 -3,25 7.277 -3,67
2026-05-05 13F Tortoise Investment Management, LLC 27.846 -3,25 5.880 -3,67
2026-05-13 13F Ameritas Investment Partners, Inc. 90.141 -5,53 19.033 -5,94
2026-04-21 13F Merkkuri Wealth Advisors LLC 12.743 -4,64 2.691 -5,05
2026-04-28 13F Quent Capital, LLC 2.526 -11,62 533 -12,05
2026-05-12 13F Edgar Lomax Co/va 20.740 -24,73 4.379 -25,06
2026-05-12 13F Community Bank, N.A. 2.934 -20,57 620 -20,95
2026-05-15 13F Fmr Llc 818.444 -0,20 172.815 -0,63
2026-04-17 13F Swp Financial Llc 13.548 -3,24 2.861 -3,67
2026-04-27 13F Forte Asset Management Llc 28.545 -1,77 6.027 -2,19
2026-04-21 13F Tritonpoint Wealth, Llc 1.080 -6,74 228 -6,94
2026-04-23 13F Forum Financial Management, LP 8.610 -2,45 1.818 -2,83
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-22 13F Coastal Investment Advisors, Inc. 1.155 -4,55 244 -5,08
2026-04-16 13F Brookstone Capital Management 139.963 -2,31 29.553 -2,73
2026-05-04 13F Lutz Financial Services LLC 105.481 -1,39 22.272 -1,82
2026-05-13 13F Triumph Capital Management 1.037 -47,71 219 -48,10
2026-05-07 13F Rothschild Investment Llc 5.649 -10,83 1.193 -11,24
2026-04-30 13F Cedar Mountain Advisors, LLC 109 -71,16 23 -71,25
2026-05-27 13F Security Financial Services, INC. 133.708 -6,98 28.232 -7,38
2026-05-06 13F May Hill Capital, LLC 53.757 -2,28 11.351 -2,70
2026-05-11 13F Sage Mountain Advisors LLC 2.362 -0,46 499 -0,99
2026-05-07 13F Midland Wealth Advisors Llc 6.142 -1,88 1.297 -2,34
2026-04-29 13F Tilson Financial Group, Inc. 27.063 -0,17 5.714 -0,61
2026-04-22 13F Apollon Wealth Management, LLC 88.440 -1,06 18.674 -1,49
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-05-14 13F Rialto Wealth Management, LLC 7.890 -0,54 1.666 -1,01
2026-05-15 13F NorthRock Partners, LLC 155.844 -4,66 32.906 -5,07
2026-05-12 13F Cahill Financial Advisors Inc 103.851 -0,68 21.928 -1,11
2026-05-01 13F Valmark Advisers, Inc. 283.312 -0,82 59.821 -1,25
2026-04-15 13F Stanich Group LLC 0 -100,00 0
2026-04-22 13F Capital Investment Management, Inc. 16.655 -11,24 3.517 -11,64
2026-04-14 13F Focus Financial Network, Inc. 38.795 -36,77 8.192 -37,05
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 5.246 -4,17 1.108 -4,57
2026-04-27 13F Truist Financial Corp 559.319 -5,23 118.100 -5,64
2026-05-11 13F Legacy Edge Advisors, LLC 3.126 -16,17 660 -16,46
2026-04-28 13F GM Advisory Group, Inc. 2.128 -32,51 449 -32,78
2026-05-01 13F TSA Wealth Managment LLC 57.163 -9,33 12.070 -9,72
2026-04-13 13F Amplius Wealth Advisors, LLC 0 -100,00 0
2026-02-10 13F Belvedere Trading LLC Call 0 -100,00 0 -100,00
2026-02-25 13F Westshore Wealth, LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0 -100,00
2026-04-29 13F Navalign, LLC 1.623 -1,64 343 -2,01
2026-02-11 13F Viewpoint Capital Management LLC 0 -100,00 0
2026-05-11 13F Umb Bank N A/mo 42.252 -11,86 8.922 -12,25
2026-05-06 13F Modera Wealth Management, LLC 72.597 -3,32 15.329 -3,74
2026-04-24 13F Bedminster, LLC 995 -20,27 210 -20,45
2026-05-13 13F Adviser Investments LLC 93.773 -1,95 19.800 -2,38
2026-05-04 13F Envestnet Asset Management Inc 27.729.455 -2,34 5.855.075 -2,76
2026-05-11 13F GenWealth Group, Inc. 14.166 -0,15 2.991 -2,51
2026-05-14 13F Northern Trust Corp 187.139 -1,61 39.514 -2,04
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-05-13 13F Marex Group plc 1.155 -25,63 244 -26,14
2026-04-10 13F Abound Wealth Management 112 -35,63 24 -36,11
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 7.208 -50,84 2 -66,67
2026-04-17 13F Fifth Third Wealth Advisors LLC 1.722 -10,27 364 -10,59
2026-04-24 13F Yousif Capital Management, Llc 1.101 -75,50 232 -75,83
2026-05-13 13F Avestar Capital, LLC 23.166 -0,95 4.892 -1,39
2026-05-12 13F Kovack Advisors, Inc. 7.010 -4,44 1.482 -4,69
2026-04-15 13F DAVENPORT & Co LLC 9.755 -0,83 2.060 -1,29
2026-05-12 13F Birnam Oak Advisors, LP 5.000 -50,00 1.056 -50,24
2026-05-15 13F Sierra Capital LLC 47.410 -1,77 10 0,00
2026-05-18 13F Centaurus Financial, Inc. 12.158 -24,78 3 -33,33
2026-05-12 13F M&t Bank Corp 786.105 -4,04 165.986 -4,46
2026-04-20 13F Corundum Group, Inc. 5.970 -5,54 1.261 -5,97
2026-05-08 13F Truepoint, Inc. 13.638 -1,66 2.880 -2,11
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0 -100,00
2026-05-08 13F Resources Investment Advisors, LLC. 965.589 -2,46 203.884 -2,88
2026-05-07 13F Element Pointe Advisors, Llc 2.578 -5,91 544 -6,37
2026-05-14 13F Islay Capital Management, Llc 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 150.230 -1,11 31.721 -1,54
2026-04-22 13F Stone House Investment Management, LLC 177.216 -10,96 37.419 -11,35
2026-04-17 13F Cottonwood Capital Advisors, Llc 1.293 -1,45 273 -1,80
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 12.836 -1,41 2.710 -1,85
2026-04-09 13F TrueWealth Advisors, LLC 6.331 -3,18 1.337 -3,61
2026-06-01 13F Concorde Asset Management, LLC 13.624 -9,72 2.877 -10,12
2026-05-07 13F Washington Trust Bank 2.352 -9,15 497 -9,65
2026-04-16 13F Phillips Financial Management, Llc 138.943 -21,41 29.338 -21,75
2026-04-20 13F Ritholtz Wealth Management 17.494 -2,51 3.694 -2,94
2026-04-10 13F Perigon Wealth Management, LLC 200.292 -4,28 42.292 -4,70
2026-04-21 13F Berkshire Money Management, Inc. 150.908 -0,96 31.864 -1,38
2026-04-29 13F Skopos Labs, Inc. 1.706 -14,23 360 -15,29
2026-05-15 13F Fiduciary Trust Co 3.657 -12,78 772 -13,16
2026-04-23 13F Catalina Capital Group, LLC 8.508 -0,48 1.796 -0,88
2026-05-12 13F TD Waterhouse Canada Inc. 135.868 -17,92 28.638 -18,39
2026-04-23 13F Mattern Wealth Management LLC 6.788 -0,69 1.433 -1,10
2026-05-06 13F Vista Capital Partners, Inc. 0 -100,00 0
2026-05-14 13F Brown Brothers Harriman & Co 8.939 -19,28 1.887 -19,63
2026-05-07 13F Ironwood Investment Counsel, LLC 1.995 -2,44 421 -2,77
2026-04-21 13F Signature Wealth Management Partners, LLC 96.818 -0,21 20.443 -0,65
2026-05-12 13F Hanlon Investment Management, Inc. 5.316 -15,63 1.123 -16,02
2026-05-13 13F Signature Equity Partners, LLC 1.226 -12,24 259 -12,84
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-22 13F Integrated Wealth Management 8.757 -7,08 1.849 -7,46
2026-05-12 13F Laurel Wealth Advisors LLC 6.157 -0,16 1.381 5,59
2026-05-12 13F Ameritas Advisory Services, LLC 2.025 -32,86 428 -33,18
2026-05-08 13F Summit Asset Management, LLC 4.268 -0,54 901 -0,88
2026-05-13 13F Archetype Wealth Partners 1.465 -11,27 0
2026-04-28 13F LVZ Advisors, Inc. 572.662 -3,28 120.918 -3,70
2026-05-15 13F Hancock Whitney Corp 19.402 -13,59 4.325 -9,18
2026-05-13 13F Pitcairn Wealth Advisors LLC 6.850 -9,03 1.453 -9,02
2026-02-17 13F SageView Advisory Group, LLC 5.622 -1,47 1.192 1,19
2026-05-14 13F Cwm, Llc 2.566.919 -0,48 542.005 99.168,13
2026-04-21 13F Claro Advisors LLC 2.676 -6,76 565 -7,07
2026-04-17 13F Sovereign Financial Group, Inc. 11.601 -19,00 2.450 -19,36
2026-04-20 13F Aegis Wealth Management, Inc. 3.877 -15,90 819 -16,27
2026-05-05 13F Atria Investments Llc 309.598 -4,47 65.372 -4,88
2026-05-06 13F Mechanics Financial Corp 830 -2,35 175 -2,78
2026-04-21 13F Pinnacle Associates Ltd 7.761 -5,65 1.639 -6,08
2026-05-15 13F AlphaCore Capital LLC 19.035 -0,31 4.019 -0,74
2026-05-05 13F Lane Brothers & Co Inc 1.080 -10,60 228 -10,94
2026-05-11 13F COFG Advisors, LLC 9.930 -0,45 2.097 -0,90
2026-04-24 13F Stock Yards Bank & Trust Co 2.503 -5,65 529 -6,05
2026-05-13 13F ETF Portfolio Partners, Inc. 32.462 -5,67 6.854 -6,07
2026-04-08 13F Evanson Asset Management, LLC 4.804 -0,29 1.014 -0,69
2026-04-29 13F Marino, Stram & Associates Llc 4.997 -0,44 1.055 -0,85
2026-05-14 13F Hrt Financial Lp 25.701 -13,14 5 -16,67
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-04-23 13F St. Clair Advisors, LLC 14.519 -7,34 3.066 -7,74
2026-05-05 13F Seros Financial, LLC 1.663 -51,77 351 -51,98
2026-04-27 13F CWS Financial Advisors, LLC 2.649 -2,00 559 -2,44
2026-04-20 13F Ronald Blue Trust, Inc. 97.730 -10,86 20.636 -11,25
2026-05-13 13F AE Wealth Management LLC 371.946 -2,90 78.537 -3,32
2026-02-11 13F Brandywine Global Investment Management, LLC 51 -89,55 11 -90,00
2026-05-04 13F Milestones Private Investment Advisors LLC 3.875 -3,00 818 -3,42
2026-05-15 13F Armis Advisers, LLC 4.354 -17,44 978 -10,68
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 33.323 -1,61 7.036 -2,03
2026-01-15 13F Frank, Rimerman Advisors LLC 0 -100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 19.252 -11,86 4.238 -10,31
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0 -100,00
2026-04-17 13F Wealthbridge Capital Management, Llc 11.917 -0,11 2.516 -0,55
2026-04-08 13F Pines Wealth Management, LLC 18.295 -2,60 3.863 -3,04
2026-04-21 13F Everpar Advisors Llc 1.450 -15,45 306 -15,70
2026-05-06 13F Deutsche Bank Ag\ 3.290 -23,26 695 -23,65
2026-05-12 13F Jane Street Group, Llc Put 0 -100,00 0 -100,00
2026-05-11 13F Fairscale Capital, LLC 5.442 -15,97 1.149 -16,31
2026-04-15 13F Cypress Wealth Services, LLC 80.372 -10,40 16.971 -10,79
2026-06-04 13F Town Capital LLC 2.901 -76,48 613 -76,60
2026-05-01 13F Guardian Wealth Advisors, LLC 20.865 -2,94 4.406 -3,36
2026-05-07 13F Human Investing LLC 957 -10,64 202 -11,01
2026-05-15 13F Empowered Funds, LLC 1.754 -25,61 370 -26,00
2026-05-12 13F Awm Capital, Llc 7.361 -1,39 1.554 -1,83
2026-04-13 13F Catalyst Private Wealth, Llc 7.030 -0,62 1.484 -1,07
2026-05-11 13F Partners in Financial Planning 1.361 -0,87 287 -1,37
2026-02-04 13F Pandora Wealth, Inc. 31.659 -0,66 6.714 2,01
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-01-26 13F Thomasville National Bank 3.825 -7,83 811 -5,37
2026-05-05 13F Fisher Asset Management, LLC 10.359 -4,34 2.188 -4,75
2026-04-29 13F W Advisors, Llc 29.307 -3,76 6.188 -4,17
2026-04-23 13F Simmons Bank 1.184 -11,90 250 -12,28
2026-05-05 13F Bank of New York Mellon Corp 1.138.151 -3,41 240.321 -3,83
2026-05-07 13F Francis Financial, Inc. 1.553 -9,18 328 -9,39
2026-05-06 13F Quest 10 Wealth Builders, Inc. 725 -9,60 153 -10,00
2026-04-13 13F St Germain D J Co Inc 1.130 -39,18 239 -39,59
2026-04-16 13F Capital Investment Advisors, LLC 2.568 -0,85 542 -1,28
2026-05-14 13F Bare Financial Services, Inc 17.853 -3,01 3.770 -3,43
2026-04-28 13F PUREfi Wealth, LLC 3.043 -14,33 643 -14,74
2026-04-24 13F UMA Financial Services, Inc. 135.184 -5,02 28.544 -5,43
2026-05-06 13F Sterling Financial Planning, Inc. 22.858 -0,45 4.826 -0,88
2026-05-13 13F May Barnhard Investments LLC 11.368 -0,32 2.400 -0,74
2026-04-30 13F Madison Wealth Partners, Inc 2.829 -0,32 597 -0,67
2026-04-10 13F Prosperity Planning, Inc. 53.278 -1,71 11.250 -2,14
2026-04-15 13F LongView Wealth Management 4.177 -0,52 909 -0,44
2026-04-21 13F J.M. Arbour, LLC 15.973 -10,55 3.373 -10,94
2026-05-14 13F Davis Wealth Advisors, LLC 26.244 -7,58 5.541 -7,97
2026-05-07 13F Davis Selected Advisers 11.624 -90,85 2.454 -90,89
2026-04-15 13F Trust Co Of Toledo Na /oh/ 6.836 -0,73 1.443 -1,16
2026-05-11 13F New Age Alpha Advisors, LLC 12.125 -20,95 2.560 -21,28
2026-01-30 13F Richardson Capital Management LLC 0 -100,00 0
2026-05-08 13F Curtis Wealth Management Llc 15.816 -5,77 3.340 -8,37
2026-05-14 13F Plum Street Advisors, LLC 8.187 -0,10 1.729 -0,52
2026-05-07 13F Sagespring Wealth Partners, Llc 1.559 -22,75 329 -22,95
2026-04-08 13F High Point Wealth Management, LLC 9.715 -1,36 2.051 -1,77
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 43.751 -9,21 9.238 -9,59
2026-04-15 13F Stordahl Capital Management, Inc. 21.516 -0,29 4.543 -0,72
2026-04-24 13F Peoples Bank /oh 21.587 -2,48 4.558 -2,90
2026-05-04 13F Legacy Capital Group California, Inc. 0 -100,00 0
2026-04-21 13F GHP Investment Advisors, Inc. 96.014 -0,78 20.273 -1,21
2026-05-01 13F Wealthspire Advisors, LLC 31.081 -1,25 6.563 -1,68
2026-05-15 13F XTX Topco Ltd 16.037 -32,31 3.386 -32,60
2026-05-12 13F Guidance Point Advisors, LLC 61.561 -0,14 13.011 -0,57
2026-04-15 13F Bernardo Wealth Planning LLC 9.403 -0,97 1.985 -1,39
2026-05-13 13F SRS Capital Advisors, Inc. 29.096 -10,37 6.144 -10,76
2026-05-14 13F Novak & Powell Financial Services, Inc. 3.531 -6,54 746 -6,99
2026-05-14 13F Pacific Financial Group Inc 26.887 -8,79 5.677 -9,18
2026-02-06 13F Gutierrez Wealth Advisory, LLC 0 -100,00 0
2026-05-05 13F Helium Advisors LLC 3.404 -2,18 719 -2,58
2026-05-06 13F Anb Bank 1.029 -9,18 217 -9,58
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 3.247 -54,57 686 -54,79
2026-05-13 13F Edmond De Rothschild Holding S.a. 0 -100,00 0
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-04-28 13F SeaBridge Investment Advisors LLC 0 -100,00 0
2026-05-05 13F SFI Advisors, LLC 18.744 -38,18 3.958 -38,46
2026-05-14 13F Wealth Alliance 149.006 -9,86 31.463 -10,25
2026-05-15 13F Ameriprise Financial Inc 3.009.200 -2,29 638.025 -2,34
2026-01-28 13F Dentgroup LLC 7.875 -1,19 1.670 1,52
2026-04-22 13F Krm Wealth Management L.l.c. 3.448 -0,92 728 -1,36
2026-04-10 13F Charles Schwab Trust Co 0 -100,00 0
2026-04-17 13F Watershed Private Wealth Llc 3.744 -3,88 790 -4,24
2026-05-11 13F Beto Financial Group, Llc 23.034 -48,34 5.150 -47,27
2026-04-28 13F FSR Wealth Management Ltd. 0 -100,00 0
2026-05-04 13F Camden National Bank 3.467 -2,78 732 -3,17
2026-05-13 13F Benchmark Investment Advisors LLC 2.467 -23,67 521 -22,04
2026-05-13 13F Fortress Private Ledger, Llc 1.223 -2,00 258 -2,27
2026-04-30 13F Mv Capital Management, Inc. 97.684 -6,42 20.626 -6,83
2026-04-08 13F Ehrlich Financial Group 14.249 -72,60 3.009 -72,73
2026-05-15 13F Change Path, LLC 298.049 -3,54 62.933 -3,96
2026-04-09 13F Tompkins Financial Corp 495 -41,28 105 -41,57
2026-04-29 13F Cahaba Wealth Management, Inc. 6.667 -7,08 1.408 -7,50
2026-05-15 13F TRUE Private Wealth Advisors 11.604 -0,51 2.450 -0,93
2026-01-26 13F Covenant Partners, LLC 620 -7,74 131 -5,07
2026-04-14 13F Baldwin Brothers Inc/ma 1.435 -1,37 303 -1,62
2026-01-15 13F Lighthouse Wealth Management Inc. 0 -100,00 0
2026-04-21 13F Argo Wealth Advisory, LLC 0 -100,00 0
2026-04-16 13F Telos Capital Management, Inc. 0 -100,00 0
2026-05-08 13F Align Financial, LLC 550 -99,53 116 0,00
2026-05-14 13F Gladstone Institutional Advisory LLC 59.317 -1,62 12.525 -2,05
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100,00 0
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