QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares MSCI USA Quality Factor ETF
US ˙ BATS ˙ US46432F3394

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
(%)
2026-04-27 13F Apeiron RIA LLC 51.872 -39,13 9.949 -42,45
2026-04-07 13F Howard Financial Services, Ltd. 502.864 -0,96 96.454 -4,36
2026-04-14 13F Wealthcare Advisory Partners LLC 52.173 -14,94 10.007 -17,86
2026-05-04 13F One Wealth Capital Management, Llc 19.818 -0,20 4.081 3,45
2026-05-13 13F Mariner, LLC 654.854 -4,69 125.607 -7,96
2026-05-04 13F Archer Investment Corp 38 -26,92 7 -30,00
2026-05-11 13F RWM Asset Management, LLC 4.675 -1,10 897 -6,96
2026-04-29 13F Connable Office Inc 43.472 -32,18 8.338 -34,51
2026-05-15 13F Lionsbridge Wealth Management LLC 8.643 -5,52 1.658 -8,76
2026-02-02 13F Chapman Financial Group, Llc 0 -100,00 0
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 98.780 -7,62 18.947 -10,79
2026-05-15 13F First Manhattan Co 3.863 -19,87 741 -22,68
2026-05-01 13F/A Lodestone Wealth Management LLC 2.221 -0,85 426 -4,05
2026-05-04 13F Stirlingshire Investments, Inc. 1.554 -0,89 298 -4,18
2026-05-14 13F Level Four Advisory Services, Llc 8.352 -3,17 1.602 -6,48
2026-04-28 13F Astoria Portfolio Advisors LLC. 20.803 -1,15 4.310 1,27
2026-05-15 13F Susquehanna International Group, Llp Put 4.100 -18,00 786 -20,85
2026-05-08 13F Banco Santander, S.A. 17.940 -14,70 3.441 -17,62
2026-04-16 13F Baron Wealth Management LLC 280.742 -1,35 53.849 -4,73
2026-05-20 13F RMR Capital Management, LLC 10.678 -0,14 2.048 -3,53
2026-05-12 13F Strategic Wealth Partners, Ltd. 1.337 -5,85 257 -9,22
2026-02-03 13F Coston, McIsaac & Partners 0 -100,00 0
2026-05-07 13F Vision Retirement, LLC 6.460 -29,04 1.239 -31,47
2026-05-15 13F Rehmann Capital Advisory Group 2.294 -1,76 440 -4,97
2026-05-05 13F BCGM Wealth Management, LLC 53.660 -0,76 10.293 -4,16
2026-05-14 13F Johnson Financial Group, LLC 2.747 -4,39 527 -7,72
2026-04-29 13F Geneva Partners, LLC 44.242 -9,95 8.486 -13,04
2026-02-12 13F FineMark National Bank & Trust 4.111 -0,87 817 1,24
2026-05-15 13F Magnolia Capital Advisors Llc 23.688 -54,64 4.544 -56,20
2026-05-12 13F BlackDiamond Wealth Management Inc. 11.816 -2,05 2.266 -7,92
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0 -100,00
2026-04-23 13F Unify Financial Advisors 7.676 -39,58 1.472 -41,66
2026-04-06 13F InTrack Investment Management Inc 3.747 -26,96 719 -29,47
2026-01-28 13F Edge Financial Advisors LLC 14.271 -0,01 2.834 2,09
2026-04-08 13F Dynamic Advisor Solutions LLC 7.115 -5,22 1.365 -8,52
2026-05-01 13F Carnegie Capital Asset Management, LLC 18.666 -6,66 3.580 -9,87
2026-05-14 13F Permanent Capital Management, LP 1.369 -0,15 284 4,04
2026-04-16 13F Sterling Investment Counsel, LLC 2.147 -10,39 412 -13,47
2026-04-08 13F Miracle Mile Advisors, LLC 300.753 -26,57 57.687 -29,08
2026-04-29 13F Cary Street Partners Financial Llc 2.091 -32,04 401 -34,37
2026-05-11 13F Viawealth, Llc 2.500 -1,54 480 -4,96
2026-04-22 13F JNBA Financial Advisors 499 -13,52 96 -16,67
2026-05-11 13F TD Capital Management LLC 196.375 -1,20 37.667 -4,59
2026-05-01 13F Emerald Investment Partners, Llc 35.497 -0,45 6.809 -3,87
2026-05-13 13F Franklin Resources Inc 168.717 -0,19 32.362 -3,61
2026-04-28 13F Fortis Capital Advisors, LLC 0 -100,00 0
2026-04-20 13F MBA Advisors LLC 1.369 -0,29 263 -3,68
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 20 -91,27 4 -93,33
2026-05-15 13F Quadcap Wealth Management, LLC 6.431 -8,48 1.233 -7,22
2026-05-04 13F Wealthgarden F.s. Llc 16.646 -1,76 3.193 -7,51
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-10 13F Marshall Financial Group LLC 4.453 -36,37 854 -38,52
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 1.561 -2,38 300 -5,68
2026-04-23 13F Foundry Financial Group, Inc. 10.491 -39,04 2.012 -41,14
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 635 -2,46 122
2026-04-30 13F Elevated Capital Advisors, LLC 10.466 -4,73 2.008 -8,02
2026-04-21 13F OneAscent Family Office, LLC 3.607 -8,68 692 -11,86
2026-05-04 13F Element Wealth, LLC 0 -100,00 0
2026-05-14 13F Tempo Wealth, LLC 26.370 -0,63 5.058 -4,02
2026-04-17 13F Monticello Wealth Management, Llc 192.031 -0,48 36.834 -3,89
2026-01-07 13F TrueWealth Advisors, LLC 0 -100,00 0
2026-04-07 13F Hobart Private Capital, LLC 1.461 -19,90 280 -22,65
2026-04-30 13F Sequoia Financial Advisors, LLC 105.286 -2,99 20.195 -6,32
2026-05-11 13F SCS Capital Management LLC 797.152 -4,81 152.902 -8,07
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 25.825 -2,39 4.953 -5,73
2026-05-11 13F Elevation Wealth Management LLC 2.826 -17,32 542 -20,06
2026-05-07 13F Commonwealth Financial Services, LLC 1.783 -1,27 342 -4,47
2026-04-21 13F Patton Albertson Miller Group, Llc 5.195 -4,66 997 -7,95
2026-04-30 13F First Horizon Corp 110 -42,71 21 -44,74
2026-04-20 13F Inscription Capital, LLC 29.296 -0,42 5.619 -3,83
2026-04-29 13F Invested Advisors 1.635 -0,37 314 -3,69
2026-05-14 13F Endeavor Private Wealth, Inc. 24.173 -8,00 4.637 -11,15
2026-02-17 13F Caisse De Depot Et Placement Du Quebec 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 182.032 -34,89 34.916 -37,12
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-07 13F Confluence Wealth Services, Inc. 1.272 -2,30 244 -5,81
2026-05-15 13F Two Sigma Investments, Lp 91.300 -77,67 17.512 -78,43
2026-04-15 13F Midwest Heritage Bank, FSB 9.408 -10,99 1.805 -14,05
2026-04-20 13F Hilton Head Capital Partners, LLC 70 -29,29 13 -31,58
2026-04-30 13F Csenge Advisory Group 60.554 -0,20 11.615 -3,63
2026-04-13 13F Richard P Slaughter Associates Inc 4.472 -33,38 858 -35,71
2026-05-08 13F Valeo Financial Advisors, LLC 4.048 -5,86 777 -9,13
2026-05-08 13F Maple Capital Management, Inc. 1.237 -4,48 237 -7,78
2026-05-14 13F Hilltop Holdings Inc. 1.238 -52,11 237 -53,80
2026-02-05 13F Atlas Private Wealth Advisors 0 -100,00 0
2026-05-08 13F Maia Wealth LLC 38.125 -7,79 7.313 -11,89
2026-05-15 13F MidFirst Bank 756 -16,09 145 -18,54
2026-05-01 13F Wilian Securities, LLC 0 -100,00 0
2026-04-22 13F MN Wealth Advisors, LLC 3.189 -9,40 612 -12,59
2026-05-04 13F NWF Advisory Services Inc. 2.819 -2,56 541 -5,92
2026-05-08 13F Elevation Capital Advisory, LLC 33.703 -44,80 6.465 -46,70
2026-05-05 13F Quartz Partners, LLC 1.796 -44,48 344 -46,42
2026-01-20 13F Austin Private Wealth, LLC 176.184 -45,09 34.994 -43,93
2026-05-13 13F Invst, LLC 34.437 -5,68 6.605 -8,91
2026-04-27 13F Nvwm, Llc 0 -100,00 0
2026-05-14 13F Dana Investment Advisors, Inc. 7.042 -3,67 1.351 -6,96
2026-04-13 13F ONE Advisory Partners, LLC 58.980 -1,83 11.313 -5,19
2026-05-04 13F Mml Investors Services, Llc 1.417.664 -23,40 271.922 -26,02
2026-05-12 13F Alerus Financial Na 22 -8,33 4 0,00
2026-04-14 13F Drive Wealth Management, Llc 2.462 -21,79 472 -24,48
2026-05-04 13F Kellett Schaffner Wealth Advisors LLC 5.113 -6,83 981 -10,09
2026-04-17 13F Krilogy Financial LLC 2.328 -1,48 476 -1,25
2026-05-18 13F Claris Financial LLC 4.590 -8,51 880 -11,65
2026-04-24 13F Key FInancial Inc 2.409 -0,45 462 -3,75
2026-05-08 13F Macroview Investment Management Llc 18.113 -0,57 3.474 -3,98
2026-04-30 13F Guided Capital Wealth Management, LLC 49.401 -1,28 9.476 -4,67
2026-04-15 13F Activest Wealth Management 1.657 -72,89 318 -74,04
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 461.725 -9,27 89 -12,87
2026-05-05 13F Journey Advisory Group, LLC 80.236 -36,68 15.390 -38,85
2026-05-15 13F Fortress Financial Group, Llc 1.577 -54,08 302 -55,72
2026-04-10 13F Quaker Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Kilter Group LLC 52.645 -9,42 10.098 -12,53
2026-05-11 13F COFG Advisors, LLC 2.318 -6,95 445 -10,12
2026-05-07 13F Dakota Wealth Management 16.643 -0,14 3.192 -3,56
2026-04-24 13F Balentine LLC 55.482 -4,84 10.642 -8,11
2026-04-16 13F Consolidated Planning Corp 0 -100,00 0
2026-05-07 13F Tacita Capital Inc 24.925 -1,32 4.781 -4,70
2026-02-17 13F Snowden Capital Advisors LLC 69.416 -7,04 13.787 -5,07
2026-04-27 13F Exencial Wealth Advisors, Llc 11.087 -0,15 2.127 -3,58
2026-05-06 13F Performa Ltd (US), LLC 38.499 -0,99 7.381 -4,43
2026-04-27 13F Actinver Wealth Management, Inc. 14.336 -0,29 2.750 -3,71
2026-05-08 13F Sofos Investments, Inc. 5.679 -1,59 1.089 -4,97
2026-05-15 13F Van Diest Capital, LLC 1.587 -8,37 304 -11,37
2026-04-22 13F Networth Advisors, LLC 330 -23,61 63 -25,88
2026-04-28 13F Paller Financial Services Inc 29.299 -3,26 5.620 -6,58
2026-05-14 13F Captrust Financial Advisors 402.442 -0,32 77.169 -3,77
2026-05-15 13F Kcm Investment Advisors Llc 9.254 -1,33 1.775 -4,67
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-04 13F IFC Advisors LLC 1.100 -24,14 211 -26,83
2026-04-28 13F Raleigh Capital Management Inc. 5.521 -2,06 1.059 -5,45
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 11.447 -9,42 2.196 -12,55
2026-05-01 13F Connecticut Wealth Management, LLC 985.890 -3,70 189.103 -7,00
2026-05-08 13F Darden Wealth Group Inc 2.274 -4,97 436 -8,21
2026-05-12 13F Clark Wealth Partners 852 -5,44 163 -8,43
2026-04-29 13F WealthPlan Investment Management, LLC 9.564 -5,83 1.834 -9,07
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 35.000 -60,50 6.713 -61,85
2026-05-07 13F Ironwood Investment Counsel, LLC 0 -100,00 0
2026-04-22 13F Portus Wealth Advisors, LLC 9.339 -3,91 1.791 -7,20
2026-04-24 13F Boston Trust Walden Corp 3.633 -3,07 697 -6,45
2026-04-14 13F SigFig Wealth Management, LLC 24.834 -15,05 4.763 -17,96
2026-05-11 13F Stonebrook Private Inc. 68.150 -0,22 13.072 -3,64
2026-02-17 13F Glenmede Trust Co Na 217.142 -21,78 43.129 -9,09
2026-02-03 13F Vantage Financial Partners, LLC 2.940 -1,41 584 0,69
2026-02-05 13F New York Life Investment Management Llc 0 -100,00 0 -100,00
2026-05-11 13F Fourth Dimension Wealth, LLC 906 -0,33 174 -3,89
2026-04-21 13F Decker Retirement Planning Inc. 116 -29,27 22 -31,25
2026-05-11 13F Wealth Dimensions Group, Ltd. 5.042 -8,64 967 -11,77
2026-05-12 13F CIBC Bancorp USA Inc. 3.928 -15,55 754 -16,70
2026-05-15 13F AlphaCore Capital LLC 206.216 -1,59 39.554 -4,96
2026-01-14 13F EdgeRock Capital LLC 0 -100,00 0
2026-05-01 13F 180 Wealth Advisors, Llc 0 -100,00 0
2026-04-23 13F Oregon Pacific Wealth Management, LLC 3.770 -5,44 723 -8,60
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 5.957 -6,70 1.143 -9,94
2026-04-28 13F Busey Wealth Management 2.328 -5,02 447 -8,23
2026-05-11 13F Camden Capital, LLC 1.074 -31,59 206 -33,76
2026-05-15 13F Beck Capital Management, Llc 3.973 -4,17 762 -7,41
2026-02-12 13F Groupe la Francaise 0 -100,00 0
2026-04-24 13F Ledyard National Bank 2.271 -10,98 436 -14,03
2026-05-06 13F Atlantic Trust, LLC 811 -6,89 156 -9,88
2026-05-09 13F MSH Capital Advisors LLC 4.549 -17,23 872 -20,07
2026-04-24 13F Capital Asset Advisory Services LLC 1.223 -5,63 253 -3,82
2026-02-17 13F High Falls Advisors, Inc 73.422 -45,24 14.583 -44,08
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-04-21 13F Red Tortoise LLC 25.217 -1,78 4.837 -5,16
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-15 13F Advisor Group Holdings, Inc. 807.579 -6,89 155.076 -10,07
2026-05-12 13F Partners Capital Investment Group, Llp 28.593 -4,01 5.485 -7,30
2026-04-20 13F Kestra Private Wealth Services, Llc 100.418 -7,16 19.261 -10,34
2026-02-03 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-04-21 13F Venturi Wealth Management, LLC 9.070 -52,65 1.740 -54,28
2026-05-08 13F Seneschal Advisors, LLC 6.057 -1,45 1.162 -4,84
2026-05-12 13F Ausdal Financial Partners, Inc. 17.435 -11,74 3.344 -14,76
2026-04-23 13F Capital Investment Counsel, LLC 4.540 -25,33 871 -27,92
2026-05-15 13F Trexquant Investment LP 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 45.898 -10,63 8.804 -13,70
2026-04-21 13F Wesbanco Bank Inc 9.964 -5,85 1.911 -9,04
2026-04-28 13F Goldstein Advisors, LLC 130.350 -22,96 25.002 -25,60
2026-05-14 13F Galvin, Gaustad & Stein, LLC 6.062 -4,70 1.163 -8,00
2026-04-21 13F Trilogy Capital Inc. 56.090 -6,75 10.759 -9,94
2026-05-01 13F Signature Resources Capital Management, LLC 514 -17,23 99 -20,33
2026-05-04 13F Oasis Advisors, LLC 0 -100,00 0
2026-05-07 13F Agf Management Ltd 118.831 -2,10 22.793 -5,45
2026-05-14 13F Rockbridge Investment Management, LCC 1.332 -2,06 255 -5,56
2026-04-28 13F WJ Wealth Management, LLC 9.143 -47,58 1.754 -49,39
2026-05-14 13F Van Hulzen Asset Management, LLC 102.591 -0,20 19.678 -3,62
2026-05-12 13F M Holdings Securities, Inc. 13.445 -0,32 3 0,00
2026-04-30 13F BRYN MAWR TRUST Co 304.132 -22,05 58.336 -24,72
2026-05-04 13F Integrity Wealth Solutions LLC 1.298 -15,93 249 -18,95
2026-04-13 13F Pettinga Financial Advisors, LLC 80.277 -5,83 15.398 -9,05
2026-05-06 13F Intrust Bank Na 29.351 -67,49 5.630 -68,61
2026-04-17 13F Mainstream Capital Management LLC 8.236 -0,33 1.580 -3,78
2026-05-04 13F Rps Advisory Solutions Llc 1.426 -40,38 273 -42,53
2026-04-15 13F Motive Wealth Advisors 71.553 -7,87 13.725 -11,03
2026-05-12 13F Advocacy Wealth Management Services, LLC 402.172 -11,14 77.141 -14,19
2026-04-08 13F Moulton Wealth Management, Inc 0 -100,00 0
2026-04-24 13F Semus Wealth Partners LLC 3.632 -4,52 697 -7,81
2026-04-13 13F Hm Payson & Co 828 -8,00 159 -11,24
2026-04-17 13F Forefront Wealth Partners, LLC 2.123 -5,22 407 -8,33
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-01-14 13F One Wealth Management Investment & Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Financial Network Wealth Advisors LLC 0 -100,00 0
2026-04-23 13F Daviman Financial, LLC 24.700 -0,52 4.738 -3,93
2026-05-12 13F BOK Financial Private Wealth, Inc. 139.781 -2,90 26.811 -6,23
2026-05-08 13F Fortis Group Advisors, LLC 3.254 -4,04 674 -1,75
2026-05-15 13F Talisman Wealth Advisors LLC 10.232 -6,27 1.963 -9,63
2026-05-14 13F Solstein Capital, LLC 1.674 -1,65 321 -5,03
2026-01-29 13F Comerica Bank 121.563 -7,02 24.145 -5,06
2026-04-20 13F Balance Wealth, LLC 8.001 -4,53 1.535 -7,81
2026-05-07 13F Regimen Wealth, Llc 4.970 -71,79 953 -72,76
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 168.251 -0,50 32.272 -3,92
2026-05-13 13F Adviser Investments LLC 36.637 -14,86 7.027 -17,78
2026-04-13 13F 5T Wealth, LLC 58.681 -0,60 11.256 -4,01
2026-04-22 13F Avantra Family Wealth, Inc. 7.285 -5,33 1.397 -8,57
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 253 -18,39 0
2026-04-27 13F Vavra Capital Management, LLC 5.337 -2,47 1.024 -5,80
2026-04-29 13F Meitav Dash Investments Ltd 53.516 -3,43 10.261 -6,74
2026-05-12 13F/A Signature Securities Group Corporation 4.683 -5,55 898 -8,74
2026-01-22 13F Premier Path Wealth Partners, LLC 52.856 -7,65 10.498 -5,70
2026-04-16 13F Triad Wealth Partners, LLC 11.108 -35,76 2.131 -37,97
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 455.785 -16,91 87.424 -19,76
2026-04-10 13F Centurion Wealth Management LLC 31.826 -1,98 6.105 -5,35
2026-04-21 13F Polaris Investment Advisors, LLC 20.057 -0,80 3.847 -4,18
2026-05-12 13F Aspiriant, Llc 2.175 -7,99 417 -11,09
2026-04-14 13F Well Done, LLC 82.502 -8,19 15.825 -11,34
2026-05-06 13F MorganRosel Wealth Management, LLC 14.062 -38,92 2.697 -41,02
2026-04-13 13F Sherman Wealth Management LLC 20.673 -7,98 3.965 -11,14
2026-04-29 13F CFS Investment Advisory Services, LLC 88.289 -8,03 18.269 -4,19
2026-04-28 13F TritonPoint Partners, LLC 2.312 -5,59 443 -8,85
2026-05-01 13F International Assets Investment Management, Llc 6.143 -19,30 1.184 -21,64
2026-05-04 13F Clear Investment Research, Llc 1.588 -16,51 305 -19,36
2026-05-15 13F Mission Wealth Management, Lp 13.593 -1,71 2.607 -5,06
2026-04-13 13F CGC Financial Services, LLC 8.008 -94,54 1.536 -94,73
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 1.438 -66,57 276 -67,80
2026-05-04 13F Bridges Investment Management Inc 22.002 -5,42 4.220 -8,66
2026-05-15 13F Glen Eagle Advisors, LLC 12.831 -10,67 2.461 -13,71
2026-05-05 13F 4J Wealth Management LLC 3.338 -7,46 640 -10,61
2026-05-04 13F Sigma Planning Corp 48.816 -6,14 9.363 -9,36
2026-04-27 13F TCI Wealth Advisors, Inc. 23.254 -0,06 4.460 -3,48
2026-05-15 13F Weaver Consulting Group 98.114 -1,99 18.819 -5,35
2026-04-29 13F Cvfg Llc 1.284 -2,06 246 -5,38
2026-05-04 13F Heritage Wealth Architects, Inc. 11.263 -2,01 2.333 0,17
2026-04-13 13F Garrett Investment Advisors LLC 66.609 -1,26 12.776 -4,65
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 0 -100,00 0
2026-05-15 13F PFG Private Wealth Management, LLC 4.392 -87,15 842 -87,60
2026-05-14 13F HighPoint Advisor Group LLC 18.126 -0,59 3.477 -4,00
2026-04-10 13F Insight Wealth Strategies, LLC 71.720 -24,67 13.757 -27,26
2026-05-04 13F MB Generational Wealth, LLC 81.569 -1,31 15.646 -4,70
2026-05-14 13F Cowa, Llc 6.105 -2,57 1.171 -5,87
2026-04-13 13F Farrell Financial LLC 19.803 -0,28 3.798 -3,70
2026-05-14 13F StoneX Group Inc. 2.815 -62,79 540 -64,16
2026-04-27 13F Evolution Wealth Management Inc. 6.240 -4,03 1.197 -7,36
2026-05-04 13F Brookwood Investment Group LLC 15.868 -7,09 3.044 -10,26
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-04-06 13F Highline Wealth Partners Llc 0 -100,00 0
2026-05-14 13F Cwm, Llc 1.889.343 -15,88 362.395 81.154,26
2026-05-06 13F Euro Pacific Asset Management, LLC 0 -100,00 0
2026-05-14 13F RMG Wealth Management LLC 0 -100,00 0
2026-05-01 13F Ferguson Wellman Capital Management, Inc 3.087 -0,16 592 -3,58
2026-05-11 13F Pathstone Holdings, LLC 18.299 -3,14 3.510 -6,45
2026-04-16 13F Lexington Hill Partners, LLC 1.056 -33,83 202 -36,08
2026-05-07 13F AlTi Global, Inc. 14.557 -42,66 2.792 -44,63
2026-05-11 13F Empirical Asset Management, LLC 3.565 -1,90 684 -5,27
2026-05-14 13F Lebenthal Global Advisors, LLC 4.192 -5,67 804 -8,84
2026-05-13 13F Freestone Capital Holdings, LLC 13.635 -1,77 2.615 -5,12
2026-04-29 13F Investment Research Partners LLC 4.286 -32,79 822 -35,07
2026-04-23 13F Ewa, Llc 5.931 -91,32 1.138 -91,62
2026-05-15 13F Sonoma Private Wealth LLC 4.047 -11,75 776 -14,73
2026-05-06 13F Keystone Financial Services 58.521 -44,91 11.225 -46,80
2026-04-10 13F Baker Tilly Financial, Llc 1.162 -7,41 223 -10,84
2026-05-07 13F True North Advisors, LLC 3.936 -2,98 755 -6,34
2026-05-12 13F Rsm Us Wealth Management Llc 136.170 -4,33 26.107 -8,34
2026-04-15 13F BDFS Capital LLC 0 -100,00 0
2026-04-30 13F Relyea Zuckerberg Hanson LLC 1.319 -22,41 253 -25,22
2026-05-15 13F Compass Wealth Management, LLC/GA 2.520 -6,11 483 -9,38
2026-04-22 13F Yoder Wealth Management, Inc. 32.036 -10,26 6.103 -13,35
2026-04-08 13F McNaughton Wealth Management, LLC 30.209 -5,80 5.794 -9,03
2026-05-06 13F Benningfield Financial Advisors, Llc 3.267 -51,61 627 -53,28
2026-04-30 13F Independence Bank of Kentucky 3.507 -20,26 673 -23,02
2026-05-04 13F Calamos Wealth Management LLC 4.920 -4,30 944 -7,64
2026-04-28 13F Walkner Condon Financial Advisors LLC 0 -100,00 0
2026-05-04 13F Lifeworks Advisors, LLC 3.868 -12,73 742 -15,80
2026-04-17 13F Total Clarity Wealth Management, Inc. 7.424 -23,25 1.424 -25,92
2026-05-05 13F Ethos Financial Group, LLC 17.787 -11,73 3.412 -14,77
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 268.182 -15,26 51.440 -18,17
2026-04-20 13F McKinley Carter Wealth Services, Inc. 13.331 -1,05 2.557 -4,45
2026-05-15 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-14 13F Gambit Capital Management, LLC 21.767 -11,49 4.175 -14,52
2026-05-14 13F Allworth Financial LP 103.108 -1,39 19.777 -4,77
2026-05-14 13F Advisory Alpha, LLC 2.030 -3,29 389 -6,71
2026-04-16 13F Heck Capital Advisors, LLC 147.113 -4,03 28.218 -7,32
2026-04-22 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-05-06 13F Shared Vision Wealth Group LLC 21.911 -12,01 4.203 -17,17
2026-01-28 13F Sage Advisory Services, Ltd.Co. 0 -100,00 0
2026-01-26 13F Single Point Partners, LLC 0 -100,00 0
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-11 13F Strengthening Families & Communities, LLC 0 -100,00 0
2026-05-15 13F Perennial Investment Advisors, LLC 53.247 -2,02 10.216 -5,39
2026-05-14 13F Keebeck Wealth Management, LLC 90.452 -0,57 17.350 -3,98
2026-05-13 13F PKS Advisory Services, LLC 4.585 -16,48 880 -19,27
2026-04-08 13F Community Financial Services Group, LLC 81.442 -0,90 15.700 -3,82
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 1.014.939 -7,18 194.675 -10,37
2026-04-21 13F International Private Wealth Advisors LLC 2.835 -4,19 544 -7,50
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-04-20 13F Cardinal Strategic Wealth Guidance 155.768 -2,30 29.878 -5,65
2026-05-15 13F Cresset Asset Management, LLC 339.751 -9,61 65.168 -12,70
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 4.611 -20,58 884 -23,33
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 50.036 -11,09 9.597 -14,14
2026-04-27 13F HB Wealth Management, LLC 17.850 -13,40 3.424 -16,37
2026-05-15 13F IHT Wealth Management, LLC 207.760 -4,93 39.850 -8,19
2026-05-07 13F Fedenia Advisers LLC 1.516 -63,86 291 -65,19
2026-04-09 13F Thrive Wealth Management, LLC 13.846 -1,62 2.656 -5,01
2026-02-17 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-01 13F Hantz Financial Services, Inc. 893 -1,33 0
2026-02-09 13F Global Assets Advisory, LLC 0 -100,00 0
2026-04-27 13F Revisor Wealth Management LLC 1.405 -4,62 270 -8,81
2026-05-14 13F Baird Financial Group, Inc. 242.921 -0,16 46.595 -3,59
2026-04-23 13F Scissortail Wealth Management, LLC 66.255 -18,35 12.708 -21,15
2026-05-14 13F Mill Creek Capital Advisors, LLC 7.907 -0,25 1.517 -3,68
2026-04-23 13F Elevate Capital Advisors, LLC 1.090 -93,67 209 -93,89
2026-05-11 13F Wells Fargo & Company/mn 3.969.187 -3,63 761.330 -6,93
2026-04-15 13F Apex Wealth Management, LLC 1.862 -3,92 357 -9,39
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-05-08 13F Grand Wealth Management, Llc 48 -7,69 9 -10,00
2026-05-14 13F Aries Wealth Management 23.680 -1,19 4.542 -4,58
2026-04-10 13F Octavia Wealth Advisors, LLC 2.721 -0,37 522 -3,87
2026-05-14 13F Raymond James Financial Inc 1.902.886 -3,38 364.992 -6,69
2026-05-15 13F CI Private Wealth, LLC 643.262 -3,27 122.996 -6,88
2026-05-14 13F Traynor Capital Management, Inc. 1.342 -18,91 250 -23,78
2026-04-21 13F HCR Wealth Advisors 3.994 -0,62 766 -4,01
2026-05-12 13F Entrust Financial Llc 447 -93,12 86 -93,41
2026-05-13 13F Brinker Capital Investments, LLC 103.547 -5,58 19.861 -8,82
2026-04-13 13F LexAurum Advisors, LLC 6.898 -23,53 1.323 -24,57
2026-04-28 13F Farnam Financial LLC 1.549 -24,29 297 -26,85
2026-04-17 13F AdvisorNet Financial, Inc 1.745 -1,30 335 -4,84
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-05-15 13F Family Management Corp 155.336 -4,28 29.795 -7,56
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 201.135 -3,56 38.773 -6,40
2026-02-20 13F/A Prestige Wealth Management Group LLC 0 -100,00 0
2026-05-06 13F Hershey Financial Advisers, LLC 0 -100,00 0
2026-05-12 13F Americana Partners, LLC 4.444 -7,36 852 -10,50
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-05-01 13F Symphony Financial, Ltd. Co. 33.398 -6,03 6.355 -10,34
2026-05-06 13F Quadrant Private Wealth Management, LLC 28.324 -1,63 5.433 -5,00
2026-04-23 13F Strategic Point Investment Advisors, LLC 104.390 -2,60 20.023 -5,94
2026-05-14 13F Institute for Wealth Management, LLC. 8.416 -15,12 1.614 -18,03
2026-04-27 13F Victory Financial Group, Llc 10.724 -2,31 2.057 -5,64
2026-04-22 13F Gemmer Asset Management LLC 2.272 -1,77 436 -5,23
2026-05-11 13F Aptus Capital Advisors, LLC 148.864 -0,65 28.554 -4,06
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 1.900.969 -4,38 364.625 -7,66
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-08 13F Sax Wealth Advisors, Llc 460.653 -0,56 91.495 -0,57
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 270 -1,10 52 -5,56
2026-01-12 13F Shira Ridge Wealth Management 0 -100,00 0
2026-01-21 13F Modera Wealth Management, LLC 0 -100,00 0
2026-04-16 13F Lincoln Capital Corp 24.005 -1,48 4.604 -4,86
2026-05-05 13F Ridgeline Wealth Planning, LLC 4.696 -13,18 901 -16,20
2026-04-23 13F Oppenheimer & Co Inc 8.334 -67,42 1.599 -68,55
2026-05-19 13F Financial Insights, Inc. 7.237 -0,90 1.388 -4,28
2026-05-15 13F Charles Schwab Investment Management Inc 1.500.554 -3,47 287.821 -6,78
2026-04-13 13F Creative Financial Designs Inc /adv 8.209 -16,04 1.575 -18,91
2026-05-15 13F Barnes Wealth Management Group, Inc 19.903 -9,97 3.818 -13,05
2026-04-15 13F Ridgeline Wealth, LLC 15.027 -3,48 2.882 -6,79
2026-05-06 13F Oxford Financial Group Ltd 3.301 -1,58 633 -4,95
2026-04-24 13F Client First Capital LLC 123.300 -0,85 23.650 -4,25
2026-04-21 13F Centennial Advisors, LLC 1.210 -7,07 232 -10,08
2026-05-13 13F Jaffetilchin Investment Partners, LLC 14.724 -2,28 2.824 -5,61
2026-04-16 13F Annex Advisory Services, LLC 35.482 -4,67 6.806 -7,95
2026-04-07 13F Retirement Wealth Solutions LLC 12.550 -4,66 2.407 -7,92
2026-05-05 13F Mcmorgan & Co Llc 116.774 -2,50 22.399 -5,84
2026-05-14 13F Capital Analysts, Inc. 33.124 -7,99 6 -14,29
2026-02-10 13F Fortis Advisors, LLC 0 -100,00 0
2026-05-05 13F PFG Advisors 38.956 -0,05 7.472 -3,48
2026-05-05 13F Plante Moran Financial Advisors, LLC 1.346 -28,06 258 -30,46
2026-05-08 13F Emissary Wealth LLC 40.444 -27,93 7.758 -30,40
2026-02-18 13F Financial Advisory Service, Inc. 450 -0,22 89 2,30
2026-05-01 13F Anchor Investment Management, LLC 3.040 -1,94 583 -5,20
2026-05-27 13F/A Maripau Wealth Management Llc 5.584 -3,92 1.071 -7,11
2026-05-05 13F CPA Asset Management LLC 1.721 -3,31 330 -6,52
2026-04-22 13F Matauro, Llc 6.939 -23,09 1.331 -25,74
2026-02-03 13F Nordwand Advisors, LLC 0 -100,00 0
2026-05-14 13F VestGen Advisors, LLC 36.481 -27,30 7.675 -22,99
2026-02-17 13F Custos Family Office, LLC 25.471 -24,81 5.059 -23,21
2026-05-13 13F Lloyd Advisory Services, LLC. 1.578 -87,36 303 -87,82
2026-04-21 13F MBE Wealth Management, LLC 7.145 -0,50 1.370 -3,93
2026-04-20 13F Skyline Advisors, Inc. 77.806 -28,86 14.924 -31,30
2026-04-10 13F Magnus Financial Group LLC 2.513 -62,30 482 -63,60
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 0 -100,00 0
2026-05-07 13F Avidian Wealth Solutions, LLC 22.913 -7,03 4.395 -10,23
2026-05-14 13F David R. Rahn & Associates Inc. 6.526 -24,20 1.252 -26,80
2026-05-01 13F Midwest Trust Co 4.061 -13,34 779 -16,34
2026-05-11 13F Haverford Financial Services, Inc. 7.631 -10,75 1.464 -13,84
2026-05-18 13F Edgestream Partners, L.P. 0 -100,00 0
2026-05-06 13F MTM Investment Management, LLC 75 -25,00 14 -26,32
2026-05-14 13F LifePlan Investment Advisors, Inc. 12.948 -35,98 2.484 -38,17
2026-05-07 13F Scarborough Advisors, LLC 129.739 -21,69 24.885 -24,38
2026-04-08 13F RDA Financial Network 4.194 -40,89 804 -42,94
2026-05-15 13F Nikulski Financial, Inc. 1.863 -1,84 357 -5,31
2026-05-08 13F Bokf, Na 565 -27,19 108 -29,87
2026-02-05 13F Center for Financial Planning, Inc. 91.876 -2,47 18.248 -0,40
2026-04-16 13F Warren Street Wealth Advisors, LLC 1.666 -3,20 320 -6,45
2026-04-13 13F Parkwoods Wealth Partners, LLC 2.600 -8,52 499 -11,70
2026-05-14 13F Empower Advisory Group, LLC 4.178 -21,07 801 -23,79
2026-02-04 13F UNIVEST FINANCIAL Corp 0 -100,00 0
2026-04-28 13F Quent Capital, LLC 10.785 -25,24 2.069 -27,82
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 2.522.985 -5,18 483.934 -8,43
2026-04-21 13F One Wealth Advisors, LLC 93.926 -1,03 18.016 -4,43
2026-04-13 13F Gradient Investments LLC 1.061 -45,67 204 -47,55
2026-05-08 13F SHP Wealth Management 1.231 -1,36 236 -4,45
2026-04-20 13F LS Investment Advisors, LLC 2.655 -2,93 509 -6,26
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 274.217 -20,48 52.968 -24,30
2026-05-07 13F Wharton Business Group, LLC 1.201.810 -0,04 230.519 -3,47
2026-04-08 13F KWB Wealth 83.553 -1,35 16.595 -1,34
2026-05-11 13F Manchester Capital Management LLC 0 -100,00 0
2026-05-07 13F Managed Asset Portfolios, Llc 0 -100,00 0
2026-01-08 13F NorthCrest Asset Manangement, LLC 0 -100,00 0
2026-01-27 13F Old Second National Bank Of Aurora 0 -100,00 0
2026-05-15 13F Tradition Wealth Management, LLC 39.559 -8,13 7.588 -11,28
2026-05-05 13F Clear Harbor Asset Management, LLC 10.059 -1,62 1.930 -4,98
2026-05-15 13F KM Capital Management Ltd. 28.057 -3,65 5.919 2,35
2026-05-21 13F Raab & Moskowitz Asset Management LLC 12.199 -1,25 2.340 -4,65
2026-04-29 13F WealthPLAN Partners, LLC 8.403 -3,97 1.612 -7,25
2026-04-30 13F Colton Groome Financial Advisors, Llc 7.776 -14,00 1.492 -16,94
2026-01-05 13F GoalVest Advisory LLC 0 -100,00 0
2026-04-23 13F Investment Planning Advisors, Inc. 2.195 -4,94 421 -8,08
2026-04-21 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-04-28 13F MBL Wealth, LLC 3.629 -2,94 696 -6,20
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-29 13F Hughes Financial Services, LLC 58.889 -2,57 11.295 -5,91
2026-04-22 13F Spire Wealth Management 42.929 -4,24 8.234 -7,51
2026-02-13 13F Clearview Wealth Advisors LLC 8.935 -48,03 1.775 -46,93
2026-05-15 13F Intelligence Driven Advisers, LLC 57.085 -13,84 10.950 -16,79
2026-02-13 13F Stark Wealth Management LLC 1.328 -97,49 264 -97,20
2026-04-28 13F/A FLP Wealth Management, LLC 4.400 -8,88 844 -11,99
2026-04-20 13F Tanglewood Wealth Management, Inc. 120.887 -0,61 23.187 -4,01
2026-04-17 13F Stewardship Advisors, LLC 0 -100,00 0
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11.522 -6,10 2.210 -9,31
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-01-08 13F Goodman Financial Corp 0 -100,00 0
2026-04-29 13F KERR FINANCIAL PLANNING Corp 1.898 -2,27 390 0,78
2026-05-06 13F Hurley Capital, LLC 139 -21,02 27 -23,53
2026-01-26 13F Northwest Capital Management Inc 3.836 -72,08 762 -71,51
2026-05-06 13F FSA Advisors, Inc. 1.061 -9,55 204 -12,88
2026-05-08 13F Prime Capital Investment Advisors, LLC 459.443 -4,88 88.126 -8,14
2026-05-14 13F Boreal Capital Management LLC 14.810 -0,41 2.841 -3,83
2026-04-13 13F Ullmann Financial Group, Inc. 46.023 -11,69 8.828 -13,71
2026-01-30 13F BancorpSouth Bank 1.571 -11,09 312 -9,04
2026-01-26 13F Phillips Financial Management, Llc 0 -100,00 0
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-07 13F Eastern Bank 36.295 -42,41 6.962 -44,39
2026-04-15 13F Wolff Financial Management Llc 5.000 -2,87 959 -6,16
2026-04-10 13F OMNI 360 Wealth, Inc. 25.103 -4,22 4.815 -9,32
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-01-28 13F Trail Ridge Investment Advisors, LLC 0 -100,00 0
2026-05-13 13F/A Jpmorgan Chase & Co 4.184.791 -5,98 780.422 -11,72
2026-05-04 13F MEMBERS Trust Co 1.375 -0,22 264 -3,66
2026-05-11 13F Ironsides Asset Advisors, LLC 32.234 -18,79 6.183 -21,58
2026-04-24 13F Vision Capital Management, Inc. 8.479 -0,74 1.626 -4,13
2026-05-01 13F Vantage Point Financial LLC 5.717 -16,47 1.097 -19,35
2026-05-06 13F LPL Financial LLC 16.156.372 -0,12 3.098.954 -3,55
2026-04-20 13F Provenance Wealth Advisors, LLC 0 -100,00 0
2026-05-07 13F Hemenway Trust Co LLC 1.145 -0,43 220 -3,95
2026-05-01 13F Mutual Advisors, LLC 39.827 -13,01 7.639 -15,99
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-29 13F ArborFi Advisors, LLC 1.115 -5,99 214 -9,36
2026-03-05 13F Bush Investment Group, Llc 10.395 -49,98 2.065 -48,94
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-05-06 13F Crescent Grove Advisors, LLC 15.952 -13,72 3.060 -16,69
2026-05-04 13F Wsfs Capital Management, Llc 142.886 -10,25 27.407 -13,33
2026-04-20 13F Riverchase Wealth Management, Llc 5.553 -1,56 1.065 -4,91
2026-04-24 13F Horizon Wealth Management, LLC 1.151 -84,07 221 -84,67
2026-05-08 13F M1 Capital Management LLC 22.123 -52,13 4.243 -53,78
2026-04-22 13F Investment Advisory Group, LLC 5.374 -0,39 1.031 -3,83
2026-05-04 13F First Foundation Advisors 49.319 -6,55 9.460 -9,76
2026-05-14 13F Bank Of Nova Scotia 51.634 -18,94 9.904 -21,72
2026-05-20 13F/A J. Mark Nickell & Co. 77.306 -9,02 14.828 -12,14
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-04-13 13F Kmg Fiduciary Partners, Llc 1.176 -0,59 226 -3,85
2026-05-14 13F Pinebridge Investments Llc 0 -100,00 0
2026-05-11 13F Becker Capital Management Inc 1.290 -1,15 247 -4,63
2026-05-14 13F Evergreen Capital Management Llc 11.517 -12,66 2.209 -15,65
2026-05-13 13F AE Wealth Management LLC 301.971 -6,94 57.921 -10,13
2026-04-08 13F RVW Wealth, LLC 131.486 -2,35 25.220 -5,69
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-27 13F Nixon Peabody Trust Co 1.555 -16,80 298 -19,68
2026-04-21 13F Sequent Planning LLC 2.117 -13,42 406 -16,49
2026-04-10 13F Green Ridge Wealth Planning LLC 41.458 -2,74 7.952 -6,07
2026-04-28 13F Belpointe Asset Management LLC 3.513 -37,94 674 -40,12
2026-05-05 13F Ackerman Capital Advisors, LLC 7.327 -1,35 1.405 -4,75
2026-04-13 13F IFP Advisors, Inc 60.915 -29,45 11.684 -31,86
2026-02-10 13F Ade, Llc 0 -100,00 0
2026-04-27 13F Altus Wealth Group LLC 4.526 -2,33 868 -5,65
2026-04-27 13F Syntegra Private Wealth Group, LLC 6.851 -9,49 1.314 -12,57
2026-04-01 13F Adelphi Trust Co 1.730 -51,50 332 -53,25
2026-04-08 13F Post Resch Tallon Group Inc. 1.533 -6,12 295 -8,95
2026-05-15 13F Peapack Gladstone Financial Corp 7.143 -0,06 1 0,00
2026-04-17 13F Summit Wealth Partners, LLC 124.776 -3,18 23.933 -6,50
2026-05-06 13F Assetmark, Inc 53.531 -1,39 10.268 -4,78
2026-05-14 13F Provida Pension Fund Administrator 0 -100,00 0 -100,00
2026-05-13 13F Lantern Wealth Advisors, LLC 5.248 -2,58 1.007 -5,89
2026-05-05 13F Crestwood Advisors Group LLC 17.327 -5,81 3.324 -9,03
2026-05-15 13F Mercer Global Advisors Inc /adv 1.161.409 -15,19 222.770 0,76
2026-04-15 13F Parsons Capital Management Inc/ri 6.730 -0,34 1.291 -3,80
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-04-17 13F Cora Capital Advisors Llc 32.371 -0,49 6.209 -3,90
2026-04-15 13F ARS Wealth Advisors Group, LLC 159.880 -0,46 30.667 -3,87
2026-01-09 13F Tactive Advisors, LLC 0 -100,00 0
2026-05-01 13F American Trust 0 -100,00 0
2026-05-15 13F London & Capital Asset Management Ltd 1.815 -17,98 348 -20,73
2026-05-07 13F Crewe Advisors LLC 2.632 -0,68 505 -4,18
2026-04-15 13F Buttonwood Financial Group, LLC 19.538 -7,50 3.748 -13,06
2026-05-29 13F Keel Point, LLC 13.393 -3,58 2.569 -6,89
2026-04-23 13F Caliber Wealth Management, LLC / KS 6.588 -0,30 1.264 -3,73
2026-04-24 13F National Asset Management, Inc. 17.642 -2,44 3.290 -8,38
2026-05-12 13F One Capital Management, LLC 7.686 -9,48 1.474 -12,57
2026-04-21 13F Unique Wealth, Llc 0 -100,00 0
2026-04-15 13F Braun-Bostich & Associates Inc. 26.066 -0,26 5.000 -3,68
2026-04-17 13F Vermillion Wealth Management, Inc. 357 -21,88 68 -24,44
2026-05-21 13F Verus Capital Partners, Llc 28.101 -10,33 5.390 -13,40
2026-04-23 13F Embree Financial Group 8.622 -57,96 1.654 -59,42
2026-04-09 13F Wedmont Private Capital 2.443 -11,07 486 -12,27
2026-04-30 13F Verdence Capital Advisors LLC 11.883 -16,41 2.279 -19,27
2026-01-21 13F Western Financial Corp/CA 0 -100,00 0
2026-05-11 13F Per Stirling Capital Management, LLC. 5.677 -15,03 1.089 -18,01
2026-04-17 13F RFG Advisory, LLC 32.414 -29,97 6.217 -32,37
2026-05-04 13F Savant Capital, LLC 536.934 -2,02 102.989 -5,38
2026-04-20 13F Apella Capital, LLC 77.243 -3,21 15.983 0,84
2026-04-21 13F Laurel Oak Wealth Management, Llc 1.460 -4,64 280 -7,89
2026-05-05 13F Steel Peak Wealth Management LLC 101.884 -2,78 19.542 -6,12
2026-05-07 13F FourThought Financial Partners, LLC 6.510 -0,09 1.249 -3,55
2026-04-23 13F Cornerstone Wealth Management, LLC 21.960 -1,83 4.212 -5,20
2026-05-06 13F Hartland & Co., LLC 197.629 -48,66 37.907 -50,42
2026-02-13 13F Squarepoint Ops LLC 0 -100,00 0 -100,00
2026-04-07 13F Cooper Financial Group 5.403 -32,15 1.036 -34,47
2026-04-30 13F Yukon Wealth Management, Inc. 12.987 -3,98 2.491 -8,65
2026-01-29 13F UBS Group AG Put 0 -100,00 0 -100,00
2026-05-12 13F/A Panoramic Investment Advisors, Llc 10.248 -20,07 1.966 -22,82
2026-04-09 13F Veracity Capital LLC 1.330 -0,08 255 -3,41
2026-04-21 13F RCS Financial Planning, LLC 7.550 -54,40 1.448 -55,96
2026-04-30 13F Pearl Planning LLC 5.678 -6,26 1.089 -9,48
2026-04-21 13F Gilpin Wealth Management, Llc 33 -10,81 6 -14,29
2026-05-28 13F Cozad Asset Management Inc 7.355 -1,64 1.411 -5,05
2026-05-14 13F Neuberger Berman Group LLC 2.458 -18,80 472 -21,63
2026-05-14 13F Jacobi Capital Management LLC 52.976 -4,03 10.161 -7,32
2026-05-12 13F WCG Wealth Advisors LLC 32.153 -38,08 6.167 -40,20
2026-05-13 13F First Citizens Bank & Trust Co 6.876 -5,32 1.319 -8,60
2026-05-12 13F Avant Capital LLC 28.994 -2,79 5.561 -6,11
2026-04-08 13F Spinnaker Investment Group, LLC 0 -100,00 0
2026-04-13 13F Kelly Financial Services LLC 64.776 -1,42 12.382 -5,13
2026-05-05 13F Midwestern Financial, LLC /IA 9.623 -1,17 1.846 -4,55
2026-05-12 13F Tiaa Trust, National Association 25.898 -91,84 4.967 -92,12
2026-05-06 13F Ascent Wealth Partners, LLC 1.327 -3,84 255 -7,30
2026-04-21 13F Delta Wealth Advisors LLC 14.158 -9,57 2.716 -12,67
2026-04-28 13F Novus Advisors, Llc 3.144 -17,61 603 -20,34
2026-04-08 13F Asempa Wealth Advisors 10.347 -6,90 1.995 -9,65
2026-05-15 13F Smartleaf Asset Management LLC 13.880 -6,24 2.589 -12,63
2026-05-07 13F First Command Advisory Services, Inc. 253 -32,35 49 -35,14
2026-05-08 13F Millington Financial Advisors, LLC 6.975 -9,73 1.445 -8,14
2026-04-29 13F Strategic Blueprint, LLC 137.494 -1,74 26.373 -5,11
2026-04-17 13F Stonehearth Capital Management, LLC 44.828 -8,12 8.598 -11,27
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-05-14 13F Evoke Wealth, Llc 3.317 -8,47 636 -11,54
2026-04-20 13F Tranquility Partners, LLC 10.958 -1,51 2.060 -6,79
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2.589 -1,22 497 -4,62
2026-04-29 13F Cary Street Partner Investment Advisory Llc 4.213 -16,67 808 -19,52
2026-04-28 13F Kingswood Wealth Advisors, Llc 11.334 -3,61 2.174 -6,90
2026-04-08 13F Sharkey, Howes & Javer 190.271 -2,86 36.496 -6,19
2026-05-20 13F Hobbs Group Advisors, LLC 6.260 -1,70 1.201 -5,06
2026-05-14 13F Pinnacle Family Advisors, LLC 2.205 -36,01 423 -38,16
2026-04-22 13F MFA Wealth Services 5.504 -0,72 1.056 -4,18
2026-04-30 13F Private Trust Co Na 20.008 -0,96 3.838 -4,36
2026-04-28 13F Atticus Wealth Management, Llc 1.300 -23,30 249 -25,89
2026-04-13 13F Professional Financial Advisors, LLC 0 -100,00 0
2026-04-08 13F Emergent Wealth Advisors, LLC 1.217 -88,02 233 -88,45
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-27 13F Forte Asset Management Llc 49.817 -0,24 9.555 -3,66
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 5.186 -0,12 995 -3,59
2026-05-07 13F Arsenal Capital Advisors LLC 5.915 -0,30 1.135 -3,74
2026-05-04 13F Glassman Wealth Services 0 -100,00 0
2026-05-15 13F Leslie Global Wealth, LLC 28.164 -5,57 5.042 -14,89
2026-04-24 13F KPP Advisory Services LLC 11.150 -55,45 2.139 -56,99
2026-04-03 13F Global Wealth Strategies & Associates 20.612 -72,78 3.954 -73,72
2026-05-27 13F Security Financial Services, INC. 34.945 -13,10 6.703 -16,08
2026-04-09 13F Firethorn Wealth Partners, Llc 22.523 -18,50 4.320 -21,30
2026-04-15 13F Hengehold Capital Management Llc 11.320 -94,61 2.171 -94,80
2026-02-11 13F Winnow Wealth Llc 0 -100,00 0
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-05-13 13F Kingdom Financial Group LLC. 1.578 -30,05 303 -32,59
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-05-01 13F TSA Wealth Managment LLC 54.738 -1,54 10.499 -4,91
2026-04-07 13F Fragasso Group Inc. 102.610 -80,81 19.909 -81,26
2026-01-30 13F Financial Services Advisory Inc 0 -100,00 0
2026-05-13 13F Schoolcraft Capital LLC 346.003 -0,40 66.367 -3,82
2026-05-12 13F Cahill Financial Advisors Inc 115.176 -4,50 22.092 -7,78
2026-05-11 13F Aprio Wealth Management, LLC 5.477 -7,67 1.051 -10,87
2026-05-01 13F Sachetta, LLC 0 -100,00 0
2026-02-17 13F Capital Insight Partners, Llc 2.439 -5,76 484 -3,78
2026-05-08 13F Schrum Private Wealth Management LLC 7.638 -7,63 1.465 -10,84
2026-05-07 13F TCTC Holdings, LLC 5.538 -2,64 1.062 -5,93
2026-04-27 13F Sound Income Strategies, LLC 3.126 -43,66 603 -46,58
2026-05-12 13F Bbr Partners, Llc 0 -100,00 0
2026-04-27 13F Latitude Advisors, LLC 7.032 -7,07 1.349 -10,25
2026-01-28 13F Dentgroup LLC 5.801 -10,42 1.152 -8,50
2026-04-17 13F Atlas Brown,Inc. 2.632 -8,16 505 -11,42
2026-05-15 13F Ancora Advisors, LLC 8.753 -3,30 1.679 -6,62
2026-05-14 13F Dynasty Wealth Management, Llc 153.333 -8,68 29.411 -11,81
2026-04-15 13F Stanich Group LLC 23.391 -2,44 4.487 -5,80
2026-04-23 13F Accurate Wealth Management, LLC 1.191 -9,77 238 -11,90
2026-04-24 13F Syntax Research, Inc. 8.541 -18,90 1.638 -21,66
2026-04-24 13F Bedminster, LLC 24.771 -3,67 4.751 -6,97
2026-05-11 13F Legacy Edge Advisors, LLC 100.847 -11,45 19.343 -14,49
2026-04-22 13F Formidable Asset Management, LLC 35.843 -14,00 7.119 -12,18
2026-05-12 13F Leavell Investment Management, Inc. 33.670 -2,17 6.458 -5,52
2026-04-30 13F Robinson Smith Wealth Advisors Llc 16.906 -1,07 3.243 -4,45
2026-04-27 13F Soltis Investment Advisors LLC 9.092 -1,41 1.744 -4,75
2026-04-20 13F Wall Capital Group, Inc. 6.771 -1,81 1.299 -5,19
2026-06-02 13F Blue Edge Capital, LLC 50.270 -2,97 9.642 -6,29
2026-05-13 13F Avestar Capital, LLC 21.194 -0,86 4.065 -4,26
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-04-30 13F Landaas & Co /wi /adv 308.026 -1,18 59.083 -4,57
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 22.386 -73,52 4 -75,00
2026-04-17 13F Bell Investment Advisors, Inc 81.085 -1,77 15.553 -5,14
2026-01-26 13F Sightline Wealth Advisors, LLC 0 -100,00 0
2026-05-06 13F Precision Wealth Strategies, LLC 1.230 -0,24 236 -3,69
2026-05-11 13F Umb Bank N A/mo 123.637 -45,20 23.715 -47,08
2026-05-05 13F Smart Money Group LLC 9.559 -4,38 1.833 -7,66
2026-05-14 13F First International Bank of Israel Ltd. 8.284 -12,53 1.589 -15,58
2026-02-13 13F Healthcare Of Ontario Pension Plan Trust Fund 0 -100,00 0
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 91.166 -25,74 17.487 -28,29
2026-05-05 13F Bluedoor Private Wealth, Llc 4.069 -1,83 780 -5,22
2026-04-20 13F Corundum Group, Inc. 1.300 -34,80 249 -37,12
2026-04-15 13F Ffg Retirement Advisors Llc 14.331 -48,10 2.749 -49,89
2026-05-11 13F CFO4Life Group, LLC 175.287 -0,54 33.622 -3,95
2026-05-15 13F National Bank Of Canada /fi/ 42.704 -13,05 8.191 -16,03
2026-05-07 13F Symphony Financial Services, Inc. 0 -100,00 0
2026-04-22 13F Harbor Asset Planning, Inc. 2.360 -8,67 453 -11,89
2026-05-15 13F Valence8 US LP 337.336 -7,10 64.704 -10,28
2026-05-15 13F Fwl Investment Management, Llc 1.294 -4,64 248 -7,81
2026-04-23 13F Tarbox Family Office, Inc. 5.924 -7,68 1.136 -10,83
2026-04-14 13F HMV Wealth Advisors, LLC 25.180 -0,61 4.830 -4,03
2026-05-07 13F Element Pointe Advisors, Llc 78.410 -7,29 15.040 -10,47
2026-05-04 13F Headland Capital, LLC 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 138.182 -7,40 26.505 -10,57
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-15 13F Harbour Investments, Inc. 20.188 -26,13 3.872 -28,67
2026-05-12 13F Red Reef Advisors Llc 9.897 -2,21 1.898 -5,57
2026-04-01 13F First Financial Bank - Trust Division 5.790 -12,37 1.111 -15,40
2026-04-21 13F GFG Capital, LLC 1.449 -0,75 278 -4,15
2026-06-01 13F Concorde Asset Management, LLC 19.651 -1,39 3.769 -4,78
2026-05-11 13F CAPROCK Group, Inc. 69.362 -2,40 13.304 -5,75
2026-04-20 13F Fairvoy Private Wealth, LLC 6.669 -8,00 1.279 -11,12
2026-04-23 13F Mattern Wealth Management LLC 8.330 -3,39 1.598 -6,72
2026-05-13 13F NewEdge Wealth, LLC 115.490 -15,15 22.152 -18,06
2026-05-12 13F M&t Bank Corp 2.855.781 -8,32 547.767 -11,46
2026-05-04 13F Greenspring Advisors, LLC 0 -100,00 0
2026-04-17 13F United Advisor Group, LLC 4.661 -72,06 894 -73,02
2026-04-22 13F Integrated Wealth Management 8.457 -20,64 1.622 -23,35
2026-05-12 13F Hanlon Investment Management, Inc. 2.069 -5,31 397 -8,55
2026-02-17 13F SageView Advisory Group, LLC 24.908 -0,46 4.947 1,66
2026-04-30 13F Kestra Advisory Services, LLC 443.371 -39,06 85.043 -41,15
2026-05-15 13F Legacy Capital Wealth Partners, LLC 0 -100,00 0
2026-04-23 13F TFC Financial Management 11.556 -2,69 2.216 -6,02
2026-05-15 13F Goldman Sachs Group Inc 411.517 -62,85 78.933 -64,12
2026-04-21 13F Crown Wealth Group, LLC 50.824 -1,02 9.749 -4,42
2026-04-17 13F Trinity Wealth Management, LLC 92.247 -2,26 17.694 -5,61
2026-04-21 13F Claro Advisors LLC 45.601 -6,15 8.747 -9,37
2026-04-24 13F FRG Family Wealth Advisors LLC 2.460 -41,50 472 -43,59
2026-04-14 13F Peak Wealth Management LLC 26.225 -3,82 5.030 -7,11
2026-05-07 13F MONECO Advisors, LLC 10.685 -6,99 2.049 -10,17
2026-05-13 13F Visionary Wealth Advisors 6.031 -1,20 1.157 -4,62
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-05-05 13F Lane Brothers & Co Inc 4.570 -8,01 877 -11,16
2026-05-12 13F TD Waterhouse Canada Inc. 9.137 -53,94 1.761 -55,30
2026-05-05 13F Theory Financial Llc 15.138 -49,43 2.904 -52,39
2026-04-22 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-11 13F Newport Capital Group, LLC 0 -100,00 0 -100,00
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-05-08 13F Vontobel Holding Ltd. 0 -100,00 0
2026-04-16 13F Johnson Bixby & Associates, LLC 8.077 -1,95 1.549 -5,32
2026-04-15 13F Northbridge Financial Group, Llc 2.648 -8,34 533 -7,16
2026-05-15 13F Armis Advisers, LLC 30.924 -2,66 6.524 7,02
2026-05-01 13F BKD Wealth Advisors, LLC 2.181 -2,11 418 -5,43
2026-04-24 13F Tcfg Wealth Management, Llc 2.308 -1,70 443 -5,34
2026-04-21 13F Accredited Investor Services, Llc 5.921 -0,30 1.136 -3,73
2026-05-11 13F Integrity Alliance, Llc. 83.362 -1,72 15.990 -5,09
2026-04-08 13F Pines Wealth Management, LLC 5.771 -5,90 1.107 -9,20
2026-05-08 13F Pnc Financial Services Group, Inc. 6.138.151 -4,77 1.177.359 -8,03
2026-04-21 13F Retirement Planning Group, Llc / Ny 8.311 -2,80 1.594 -6,12
2026-04-21 13F Everpar Advisors Llc 6.558 -12,62 1.258 -15,64
2026-04-29 13F Advance Capital Management, Inc. 1.817 -18,12 348 -20,91
2026-05-01 13F New Republic Capital, LLC 6.507 -2,09 1.248 -5,45
2026-04-24 13F KC Investment Advisors, LLC 17.210 -41,22 3.301 -43,23
2026-04-10 13F Winebrenner Capital Management Llc 2.092 -2,06 401 -5,42
2026-06-04 13F Town Capital LLC 24.621 -35,89 4.723 -38,10
2026-04-22 13F Riverbend Wealth Management, LLC 2.173 -1,54 417 -5,02
2026-05-11 13F Tranquilli Financial Advisor LLC 6.662 -6,50 1.278 -9,75
2026-05-06 13F Quest 10 Wealth Builders, Inc. 619 -17,58 119 -20,81
2026-05-15 13F Alliancebernstein L.p. 129.233 -48,67 25.668 -48,67
2026-04-15 13F Cypress Wealth Services, LLC 78.789 -1,13 15.113 -4,52
2026-05-13 13F Kovitz Investment Group Partners, LLC 3.044 -9,65 584 -12,86
2026-05-14 13F Pinnacle Financial Partners, Inc. 147.882 -19,54 28.366 -22,30
2026-04-29 13F W Advisors, Llc 9.562 -8,60 1.834 -11,70
2026-05-07 13F Wells Financial Advisors INC 7.148 -40,98 1.371 -42,99
2026-05-12 13F Ameritas Advisory Services, LLC 106.709 -34,70 20.468 -36,94
2026-04-10 13F Prosperity Planning, Inc. 0 -100,00 0
2026-05-12 13F Insigneo Advisory Services, Llc 23.256 -8,01 4.461 -11,17
2026-05-14 13F Integrity Financial Corp /WA 2.367 -1,05 454 -4,42
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-12 13F Waterloo Capital, L.P. 14.559 -55,24 2.793 -56,78
2026-05-05 13F Rollins Financial Advisors, LLC 23.766 -3,05 4.558 -6,37
2026-05-13 13F J Hagan Capital, Inc. 10.200 -14,09 1.956 -17,05
2026-04-28 13F PUREfi Wealth, LLC 2.329 -3,76 447 -7,08
2026-05-15 13F Ironvine Capital Partners, LLC 1.269 -1,32 243 -4,71
2026-05-11 13F Empire Life Investments Inc. 6.050 -1,63 1.166 -4,50
2026-05-11 13F Eldridge Investment Advisors, Inc. 5.106 -3,97 979 -7,29
2026-05-14 13F Redwood Investment Management, Llc 12.868 -41,87 2 -50,00
2026-05-13 13F SRS Capital Advisors, Inc. 54.310 -12,00 10.417 -15,02
2026-04-30 13F Madison Wealth Partners, Inc 1.382 -3,22 265 -6,36
2026-04-24 13F Fulton Bank, N.a. 4.773 -4,62 916 -7,85
2026-05-07 13F Sagespring Wealth Partners, Llc 72.150 -68,04 13.839 -8,92
2026-02-09 13F Syverson Strege & Co 0 -100,00 0
2026-04-06 13F Private Client Services, Llc 13.265 -0,61 2.544 -4,00
2026-02-11 13F Pacific Wealth Management 0 -100,00 0
2026-05-14 13F Davis Wealth Advisors, LLC 21.398 -0,07 4.104 -3,48
2026-04-20 13F Ronald Blue Trust, Inc. 2.694.660 -0,26 516.863 -3,68
2026-04-08 13F Violich Capital Management, Inc. 5.500 -0,72 1.055 -4,18
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 26.589 -0,20 5.100 -3,61
2026-05-08 13F Curtis Wealth Management Llc 21.362 -4,44 4.097 -10,04
2026-05-07 13F Francis Financial, Inc. 0 -100,00 0
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-05-14 13F Modern Wealth Management, LLC 454.044 -21,82 87.526 -24,12
2026-05-11 13F Ashton Thomas Private Wealth, LLC 109.396 -10,04 20.983 -13,13
2026-05-15 13F/A Vermillion & White Wealth Management Group, LLC 2.397 -25,05 460 -27,72
2026-05-06 13F Bartlett & Co. Wealth Management Llc 10.372 -0,56 2.138 3,19
2026-05-06 13F Simon Quick Advisors, Llc 18.968 -19,23 3.638 -22,00
2026-05-16 13F Sunbelt Securities, Inc. 2.928 -19,58 562 -22,41
2026-04-16 13F SG Americas Securities, LLC 0 -100,00 0
2026-04-17 13F Elk River Wealth Management, LLC 12.013 -15,37 2.304 -18,27
2026-04-20 13F SILVER OAK SECURITIES, Inc 9.388 -59,63 1.801 -61,32
2026-05-01 13F Wealthspire Advisors, LLC 83.308 -4,42 15.979 -7,70
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-02-17 13F Running Point Capital Advisors, LLC 45.840 -2,97 9.105 -0,91
2026-01-28 13F Evergreen Private Wealth LLC 0 -100,00 0
2026-05-04 13F Moment Partners, LLC 55.469 -8,15 10.639 -11,30
2026-05-20 13F Cadia Private Client LLC 12.743 -1,03 2.444 -4,42
2026-04-24 13F Saxony Capital Management, LLC 0 -100,00 0
2026-05-05 13F Caldwell Securities, Inc 0 -100,00 0 -100,00
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-22 13F Hoese & Co LLP 27.499 -14,18 5.275 -17,13
2026-02-13 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-05-15 13F Vista Investment Management 33.597 -2,16 6.444 -5,51
2026-05-13 13F 49 Wealth Management, Llc 3.156 -98,67 605 -98,72
2026-04-17 13F Watershed Private Wealth Llc 43.932 -0,80 8.427 -4,21
2026-02-13 13F Barclays Plc 4 -94,59 1 -100,00
2026-04-17 13F CENTRAL TRUST Co 1.220 -2,40 234 -5,65
2026-05-07 13F Alpha Zero LLC 13.790 -1,70 2.645 -5,06
2026-04-28 13F Hobbs Wealth Management, LLC 25.688 -4,74 4.927 -8,01
2026-04-28 13F FSR Wealth Management Ltd. 0 -100,00 0
2026-04-20 13F Global Financial Private Client, LLC 9.029 -7,75 1.732 -10,96
2026-04-13 13F Lake Street Financial Llc 6.278 -3,12 1.204 -6,45
2026-04-20 13F LifeWealth Investments, LLC 0 -100,00 0
2026-01-13 13F Presilium Private Wealth, Llc 0 -100,00 0
2026-05-04 13F Camden National Bank 1.230 -5,67 236 -9,27
2026-05-13 13F Clearwater Capital Advisors, LLC 2.071 -2,50 397 -5,70
2026-04-27 13F Garrett Wealth Advisory Group, LLC 65.084 -2,17 12.484 -5,52
2026-05-15 13F Toroso Investments, LLC 0 -100,00 0
2026-04-28 13F RHS Financial, LLC 3.400 -15,82 652 -18,70
2026-04-24 13F Royal Harbor Partners, LLC 0 -100,00 0
2026-05-08 13F Opus Financial Solutions LLC 2.885 -2,30 553 -5,63
2026-05-12 13F Liberty Wealth Management Llc 139.989 -12,13 26.854 -15,08
2026-05-12 13F Strategy Asset Managers Llc 1.984 -35,81 381 -38,01
2026-04-30 13F Money Concepts Capital Corp 7.189 -7,26 1.379 -10,46
2026-04-01 13F Helen Stephens Group, LLC 227.662 -0,53 43.668 -3,94
2026-05-15 13F TRUE Private Wealth Advisors 1.636 -6,03 314 -9,28
2026-04-14 13F Focus Financial Network, Inc. 77.824 -29,20 14.927 -31,63
2026-05-13 13F Triumph Capital Management 21.295 -5,92 4.085 -9,14
2026-04-27 13F Meramec Financial Planners, LLC 0 -100,00 0
2026-05-04 13F Nwam Llc 11.144 -0,38 2.138 -5,90
2026-04-29 13F Cahaba Wealth Management, Inc. 5.686 -1,20 1.091 -4,64
2026-01-22 13F HHM Wealth Advisors, LLC 0 -100,00 0
2026-05-04 13F TFR Capital, LLC. 3.491 -1,41 670 -4,84
2026-04-22 13F Advocate Investing Services LLC 93 -25,00 18 -29,17
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