VB / Vanguard Index Funds - Vanguard Small-Cap ETF - Institutionelles Eigentümerschaft - Verkäufer

Vanguard Index Funds - Vanguard Small-Cap ETF
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Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)		 Aktien Δ Aktien
(%)		 Gemeldeter
Wert
($1000)		 Δ Wert
(%)		 Port Alloc
(%)
2026-04-22 13F Apollon Wealth Management, LLC 39.553 -7,42 10.360 -6,00
2026-04-06 13F Trust Co of the South 55.631 -4,99 14.571 -3,52
2026-04-28 13F Berger Financial Group, Inc 7.392 -0,47 1.936 1,10
2026-04-22 13F Detalus Advisors, LLC 1.040 -2,16 272 -0,73
2026-05-20 13F SOA Wealth Advisors, LLC. 9.539 -5,92 2.498 -4,47
2026-04-24 13F NavPoint Financial, Inc. 29.137 -0,16 7.632 1,38
2026-04-08 13F Cadent Capital Advisors, LLC 7.309 -51,94 1.914 -51,20
2026-04-22 13F Romano Brothers And Company 5.995 -2,23 1.570 -0,70
2026-04-14 13F HighRoad Wealth Advisors, LLC 27.295 -1,22 7.149 0,29
2026-05-06 13F Fiduciary Wealth Partners, LLC 52.967 -25,28 13.873 -24,13
2026-05-15 13F Fiduciary Trust Co 29.126 -2,70 7.629 -1,20
2026-04-10 13F Marshall Financial Group LLC 4.829 -0,25 1.265 1,28
2026-05-15 13F Change Path, LLC 115.857 -0,81 30.345 0,72
2026-04-21 13F Roth Financial Partners LLC 11.385 -3,27 2.982 -1,81
2026-04-14 13F Global Trust Wealth Management LLC 0 -100,00 0
2026-04-13 13F Bank of New Hampshire 2.423 -1,78 635 -0,31
2026-05-13 13F BCJ Capital Management, LLC 843 -4,53 221 -3,08
2026-05-12 13F M Holdings Securities, Inc. 13.060 -7,44 4 0,00
2026-04-10 13F Perigon Wealth Management, LLC 41.627 -0,14 10.903 1,39
2026-05-15 13F Wellspring Financial Advisors, LLC 2.930 -17,86 767 -16,63
2026-02-17 13F Trexquant Investment LP 0 -100,00 0
2026-05-01 13F Johnson Investment Counsel Inc 60.118 -2,44 15.746 -0,94
2026-05-08 13F Retirement Planning Co of New England, Inc. 6.933 -0,29 1.816 1,23
2026-05-06 13F Proffitt & Goodson Inc 1.531 -0,20 401 1,52
2026-04-22 13F Carroll Advisory Group, LLC 3.039 -33,54 796 -32,49
2026-04-16 13F Montecito Bank & Trust 1.786 -26,68 468 -25,64
2026-05-15 13F Magnolia Capital Advisors Llc 18.218 -48,63 4.771 -47,84
2026-04-09 13F Acropolis Investment Management, LLC 67.185 -1,87 17.597 -0,36
2026-05-04 13F Bleakley Financial Group, LLC 83.747 -0,21 21.935 1,33
2026-05-05 13F Legacy Advisors, LLC 9.784 -8,48 2.563 -7,07
2026-05-13 13F Transcend Wealth Collective, Llc 5.860 -3,00 1.535 -1,54
2026-04-30 13F Carmel Capital Partners, LLC 986 -7,42 258 -5,84
2026-05-12 13F Smith Chas P & Associates Pa Cpas 2.312 -7,96 606 -6,49
2026-05-15 13F Windsor Advisory Group, LLC 0 -100,00 0
2026-05-14 13F Sandhill Capital Partners LLC 2.502 -4,21 655 -2,67
2026-05-11 13F Arrow Financial Corp 31.275 -30,88 8.192 -29,82
2026-05-12 13F/A Signature Securities Group Corporation 6.664 -2,07 1.746 -0,57
2026-05-13 13F Forum Private Client Group LLC 993 -19,60 260 -18,55
2026-05-12 13F Prosperity Bancshares Inc 2.204 -0,23 577 1,41
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-23 13F Seek First Inc. 2.672 -1,29 700 0,14
2026-05-14 13F Johnson Financial Group, LLC 164.577 -4,74 43.106 -3,28
2026-04-28 13F RW Investment Management LLC 28.076 -13,53 7.354 -10,94
2026-04-15 13F Marathon Strategic Advisors, LLC 3.033 -0,07 794 1,53
2026-05-11 13F Fourth Dimension Wealth, LLC 947 -8,06 248 -6,79
2026-04-10 13F/A WLTH Capital Management, LLC 885 -0,90 232 -6,10
2026-04-14 13F Papp L Roy & Associates 1.257 -2,33 329 -0,60
2026-04-02 13F Byrne Asset Management LLC 160 -6,43 42 -6,82
2026-04-28 13F Winthrop Capital Management, LLC 3.448 -4,65 1
2026-05-11 13F CAPROCK Group, Inc. 44.099 -1,38 11.550 0,13
2026-05-08 13F Burling Wealth Partners, Llc 59.575 -1,99 15.604 -0,48
2026-05-05 13F Atria Investments Llc 63.537 -2,78 16.642 -1,28
2026-05-08 13F Seneschal Advisors, LLC 436 -4,39 114 -2,56
2026-04-09 13F Peterson Wealth Advisors, LLC 25.712 -4,36 6.735 -2,90
2026-05-14 13F St. Louis Trust Co 49.347 -1,16 12.925 0,36
2026-05-04 13F Ktf Investments, Llc 49.572 -2,11 12.984 -0,60
2026-01-26 13F Thomasville National Bank 2.159 -11,52 557 -10,32
2026-04-22 13F Essential Planning, LLC. 1.349 -0,52 353 1,15
2026-05-06 13F Windward Private Wealth Management Inc. 1.236 -1,44 324 0,00
2026-05-12 13F BOK Financial Private Wealth, Inc. 38.347 -5,45 10.044 -4,00
2026-06-03 13F DBK Financial Counsel, LLC 5.445 -1,29 1.426 0,28
2026-05-06 13F Assetmark, Inc 243.103 -16,76 63.674 -15,48
2026-05-14 13F Missouri Trust & Investment Co 1.314 -2,23 344 -0,58
2026-05-14 13F Permanent Capital Management, LP 13.892 -47,42 3.951 -42,04
2026-02-10 13F Nelson Capital Management, LLC 62.859 -0,56 16.214 0,87
2026-05-08 13F Paulson Wealth Management Inc. 5.050 -4,14 1.323 -2,65
2026-05-11 13F Haverford Trust Co 31.881 -9,34 8.350 -7,95
2026-05-06 13F HighMark Wealth Management LLC 244 -7,58 64 -7,35
2026-05-13 13F B&D White Capital Company, LLC 0 -100,00 0
2026-05-07 13F Agf Management Ltd 65.906 -1,01 17.262 0,51
2026-05-13 13F NewEdge Wealth, LLC 118.233 -5,10 30.968 -3,64
2026-05-01 13F Advisors Capital Management, LLC 8.915 -33,19 2.335 -32,16
2026-01-21 13F Base Wealth Management LLC 0 -100,00 0
2026-05-05 13F Gallagher Capital Advisors, LLC 1.064 -86,14 279 -87,66
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 2.149 -0,05 563 1,44
2026-05-08 13F Resources Investment Advisors, LLC. 42.447 -17,50 11.118 -16,24
2026-04-15 13F Cypress Wealth Services, LLC 21.797 -1,50 5.709 0,02
2026-05-14 13F BTG Pactual Asset Management US LLC 26.683 -11,77 6.989 -2,50
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-27 13F NorthLanding Financial Partners, LLC 877 -10,24 230 -9,13
2026-04-22 13F Burrus Financial Services, Inc. 85.257 -70,35 22.335 -10,05
2026-04-14 13F Focus Financial Network, Inc. 9.718 -0,10 2.545 1,43
2026-04-22 13F Cornerstone Wealth Group, LLC 4.454 -15,96 1.266 -7,46
2026-04-24 13F KC Investment Advisors, LLC 778 -7,49 204 -6,02
2026-04-09 13F Tompkins Financial Corp 4.915 -22,30 1.287 -21,09
2026-04-15 13F LongView Wealth Management 15.940 -12,47 4.435 -10,51
2026-05-05 13F Soundwatch Capital LLC 0 -100,00 0
2026-05-14 13F Endeavor Private Wealth, Inc. 14.293 -21,03 3.744 -19,82
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 7.210 -5,03 1.888 -3,58
2026-05-12 13F Werba Rubin Papier Wealth Management 2.642 -4,00 692 -2,40
2026-04-07 13F Carolina Wealth Advisors, LLC 0 -100,00 0
2026-05-06 13F Broyhill Asset Management 0 -100,00 0
2026-04-10 13F Harbor Group, Inc. 4.325 -19,07 1.133 -17,85
2026-04-14 13F Bay Harbor Wealth Management, LLC 17.510 -2,04 4.586 -0,52
2026-04-17 13F IFC & Insurance Marketing, Inc. 1.973 -10,15 517
2026-04-29 13F Advance Capital Management, Inc. 1.116 -4,78 292 -3,31
2026-04-06 13F CX Institutional 177.164 -24,17 46 -23,33
2026-05-11 13F Hamrick Investment Counsel, llc 0 -100,00 0
2026-05-01 13F Martel Wealth Advisors Inc 19.341 -0,42 5.066 1,12
2026-05-14 13F Tempo Wealth, LLC 1.427 -12,78 374 -11,40
2026-04-20 13F Chatham Capital Group, Inc. 119.511 -3,36 31.302 -1,87
2026-04-27 13F Moneywise, Inc. 9.431 -6,83 2.470 -5,36
2026-04-15 13F Planning Directions Inc 2.850 -3,59 746 -2,10
2026-05-08 13F Camelot Portfolios, LLC 4.995 -22,69 1.308 -21,49
2026-05-13 13F Bank Of Montreal /can/ 733.004 -12,17 191.988 -10,82
2026-05-13 13F Triumph Capital Management 2.498 -2,80 654 -1,21
2026-05-11 13F Atlas Legacy Advisors, LLC 13.307 -0,55 3.485 0,99
2026-04-16 13F Sentinel Pension Advisors Inc 1.371 -1,01 359 0,56
2026-04-14 13F SigFig Wealth Management, LLC 5.851 -8,38 1.533 -6,98
2026-04-15 13F Fortitude Family Office, LLC 8.967 -0,08 2.349 1,47
2026-05-04 13F IFC Advisors LLC 2.022 -95,90 530 -95,84
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-16 13F Strategic Advisory Partners, Llc 6.677 -4,56 1.749 -3,10
2026-04-22 13F JNBA Financial Advisors 29.595 -3,98 7.752 -2,50
2026-04-22 13F Eqis Capital Management, Inc. 3.012 -4,74 789 -3,31
2026-05-07 13F Washington Trust Bank 16.555 -23,42 4.336 -22,24
2026-05-14 13F Chandler Asset Management, Inc. 191.300 -26,52 50.105 -25,39
2026-05-15 13F Pettyjohn, Wood & White, Inc 3.005 -0,46 787 1,16
2026-05-14 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-05-14 13F Modern Wealth Management, LLC 21.085 -2,49 5.554 -0,43
2026-05-12 13F Hanlon Investment Management, Inc. 7.024 -45,72 1.840 -44,89
2026-05-07 13F Green Square Capital Advisors Llc 900 -7,88 236 -6,37
2026-04-22 13F Oak Harvest Investment Services 1.206 -2,74 316 -1,25
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 2.611 -50,60 684 -49,89
2026-04-17 13F Krilogy Financial LLC 16.097 -2,85 4.500 -0,86
2026-05-12 13F Motley Fool Wealth Management, LLC 8.828 -4,03 2.312 -2,53
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-09 13F Moody National Bank Trust Division 0 -100,00 0
2026-04-10 13F Integris Wealth Management, LLC 831 -30,63 218 -29,55
2026-05-05 13F Newbridge Financial Services Group, Inc. 400 -11,89 105 -10,34
2026-05-06 13F Main Street Group, LTD 2.062 -1,06 540 0,56
2026-02-06 13F Nixon Peabody Trust Co 0 -100,00 0
2026-05-15 13F Steffes Financial, Ltd. 6.601 -1,24 1.729 0,23
2026-05-11 13F Smith Partners Wealth Management, LLC 20.245 -5,92 5.303 -4,47
2026-05-07 13F Greykasell Wealth Strategies, Inc. 146 -2,67 38 0,00
2026-05-14 13F Pinnacle Financial Partners, Inc. 24.666 -0,76 6.462 0,76
2026-04-13 13F Bouchey Financial Group Ltd 0 -100,00 0
2026-04-17 13F Paragon Capital Management Inc 10.759 -3,73 2.818 -2,26
2026-04-07 13F Agate Pass Investment Management, LLC 42.156 -1,68 11.042 -0,16
2026-05-06 13F Modera Wealth Management, LLC 103.322 -5,05 27.062 -3,59
2026-04-10 13F McCollum Christoferson Group LLC 9.343 -3,21 2.447 -1,69
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 51.535 -2,21 13.498 -7,65
2026-04-17 13F Bell Investment Advisors, Inc 6.041 -5,05 1.582 -3,54
2026-05-11 13F Pathstone Holdings, LLC 479.636 -2,79 125.627 -1,30
2026-04-21 13F Tumwater Wealth Management, LLC 1.705 -13,10 447 -11,86
2026-04-16 13F First Merchants Corp 17.779 -2,07 4.657 -0,58
2026-05-04 13F Cornerstone Advisory, LLC 0 -100,00 0
2026-05-07 13F Pillar Financial Advisors, LLC 1.613 -0,37 422 1,20
2026-01-30 13F Canandaigua National Bank & Trust Co 46.835 -2,19 12.081 -0,77
2026-05-13 13F Pitcairn Wealth Advisors LLC 1.816 -83,82 469 -83,84
2026-05-15 13F NorthRock Partners, LLC 48.648 -9,95 12.742 -8,56
2026-05-12 13F Parsonex Advisory Services, Inc. 1.793 -9,17 470 -7,86
2026-04-09 13F Goelzer Investment Management, Inc. 9.464 -4,92 2.479 -3,47
2026-04-23 13F Capital Investment Counsel, LLC 1.467 -13,96 384 -12,53
2026-05-05 13F Mjp Associates Inc /adv 3.347 -4,32 877 -2,88
2026-02-13 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-08 13F Minot DeBlois Advisors LLC 13.198 -1,37 3.457 0,14
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 3.487 -6,79 913 -5,29
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 1.013 -0,59 265 1,15
2026-05-14 13F Neuberger Berman Group LLC 7.688 -0,84 2.014 0,70
2026-05-06 13F SP Asset Management LLC 102.259 -2,18 26.784 -0,68
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 3.486 -1,30 913 0,22
2026-04-23 13F Balanced Wealth Group Llc 20.141 -0,96 5.275 1,76
2026-04-14 13F Cornerstone National Bank & Trust Co 37.085 -0,42 9.769 1,69
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-04-01 13F Bangor Savings Bank 3.136 -0,32 821 1,23
2026-05-15 13F Aufman Associates Inc 142.772 -1,02 37.395 0,51
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-28 13F Clarity Retirement & Wealth, LLC 0 -100,00 0
2026-05-06 13F Hartland & Co., LLC 525.158 -3,89 137.549 -2,41
2026-04-24 13F Optas, LLC 9.364 -2,71 2.453 -1,21
2026-04-29 13F American Capital Advisory, LLC 277 -18,05 73 -17,24
2026-05-15 13F Earnest Partners Llc 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 19.749 -1,92 5.173 -0,40
2026-04-22 13F Monument Group Wealth Advisors, LLC 13.878 -0,73 3.635 0,80
2026-05-05 13F Westover Capital Advisors, LLC 6.205 -0,14 1.625 1,44
2026-04-17 13F/A Founders Financial Securities Llc 1.758 -48,28 480 -45,21
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-15 13F Waterford Advisors, LLC 3.654 -2,01 928 -3,54
2026-04-17 13F Old North State Wealth Management, LLC 12.868 -1,05 3.375 0,48
2026-02-12 13F Commonwealth Equity Services, Llc 996.236 -5,14 256.979 96.146,82
2026-05-14 13F JustInvest LLC 2.034 -2,82 533 -1,30
2026-04-16 13F jvl associates llc 13.191 -0,08 3.455 1,47
2026-05-04 13F Gleason Group, Inc. 19.256 -0,02 5.044 1,53
2026-04-28 13F Integral Investment Advisors, Inc. 46.723 -0,75 12.238 0,77
2026-04-27 13F Smith & Howard Wealth Management, LLC 36.522 -21,51 9.566 -20,30
2026-05-22 13F Independent Wealth Advisors LLC 1.541 -3,51 404 -2,18
2026-04-20 13F CWA Asset Management Group, LLC 21.848 -0,13 5.723 1,42
2026-05-08 13F EagleClaw Capital Managment, LLC 1.350 -12,90 354 -11,53
2026-05-14 13F Us Bancorp \de\ 213.243 -19,13 55.856 -17,88
2026-04-08 13F RoundAngle Advisors LLC 916 -1,93 240 -0,42
2026-04-08 13F Bond & Devick Financial Network, Inc. 5.209 -2,09 1.364 -0,58
2026-04-27 13F Exencial Wealth Advisors, Llc 31.236 -4,78 8.181 -3,31
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-05-04 13F Nadler Financial Group, Inc. 12.110 -22,74 3.172 -21,57
2026-05-14 13F Seven Springs Wealth Group, LLC 6.171 -2,57 1.616 -1,04
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 78.747 -0,71 20.625 0,82
2026-01-08 13F Charis Legacy Partners, LLC 0 -100,00 0
2026-05-08 13F Red Wave Investments LLC 40.201 -5,50 10.529 -4,05
2026-04-23 13F Castellan Group, LLC 0 -100,00 0
2026-04-21 13F Topsail Wealth Management, LLC 5.340 -6,81 1.399 -5,35
2026-04-24 13F Michels Family Financial, LLC 829 -2,70 217 -0,91
2026-04-15 13F 21 West Wealth Management LLC 7.021 -1,32 1.839 0,16
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 225 -9,27 59 -9,37
2026-05-08 13F Valeo Financial Advisors, LLC 15.861 -5,27 4.154 -3,80
2026-04-13 13F First Hawaiian Bank 18.895 -1,32 4.949 0,18
2026-04-16 13F Blue Zone Wealth Advisors, LLC 1.294 -7,97 339 -6,63
2026-04-30 13F Csenge Advisory Group 943 -4,46 247 -3,15
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 24.698 -2,18 6.469 -0,68
2026-04-06 13F Hiley Hunt Wealth Management 4.691 -0,61 1.229 0,90
2026-04-27 13F BCK Partners, Inc. 81.950 -0,08 21.464 1,46
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 532 -45,93 139 -45,06
2026-05-13 13F Redwood Family Wealth LLC 2.379 -8,00 623 -6,60
2026-05-14 13F Paragon Capital Management LLC 1.503 -24,85 394 -23,69
2026-02-03 13F Vantage Financial Partners, LLC 3.383 -1,11 873 0,35
2026-04-14 13F Nova Wealth Management, Inc. 0 -100,00 0
2026-05-14 13F Evergreen Capital Management Llc 38.740 -0,50 10.147 1,03
2026-05-14 13F Bridgewater Advisors Inc. 3.160 -17,36 903 -14,74
2026-04-22 13F BKM Wealth Management, LLC 1.049 -1,32 275 0,00
2026-04-30 13F Paladin Advisory Group, LLC 421 -9,46 110 -7,56
2026-05-15 13F Matrix Private Capital Group Llc 2.897 -12,13 759 -10,82
2026-04-17 13F Nautilus Advisors LLC 0 -100,00 0
2026-05-15 13F Kcm Investment Advisors Llc 2.115 -66,99 554 -66,53
2026-04-30 13F Private Trust Co Na 6.533 -0,47 1.711 1,06
2026-05-11 13F Stonebrook Private Inc. 918 -0,86 240 0,84
2026-04-30 13F Team Hewins, LLC 2.007 -0,10 526 1,35
2026-05-15 13F DV Trading LLC 0 -100,00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 4.751 -0,77 1.244 0,73
2026-04-15 13F Founders Grove Wealth Partners, Llc 11.590 -0,46 3.036 1,07
2026-04-16 13F Mendota Financial Group, LLC 0 -100,00 0
2026-02-11 13F Waddell & Associates, Llc 0 -100,00 0
2026-05-05 13F Journey Advisory Group, LLC 848 -47,62 222 -46,76
2026-05-04 13F Integrity Wealth Solutions LLC 3.817 -0,50 1.000 1,01
2026-05-01 13F Connecticut Wealth Management, LLC 142.250 -5,04 37.258 -3,58
2026-05-07 13F Bearing Point Capital, Llc 7.077 -11,04 1.854 -9,65
2026-04-10 13F Boston Research & Management Inc 8.360 -0,54 2 0,00
2026-05-14 13F Galvin, Gaustad & Stein, LLC 11.532 -37,18 3.020 -36,22
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-05-11 13F American Money Management, LLC 3.396 -0,32 890 1,25
2026-05-12 13F Kovack Advisors, Inc. 7.207 -6,69 1.890 -5,12
2026-04-16 13F Sterling Investment Counsel, LLC 0 -100,00 0
2026-04-28 13F Tempus Wealth Planning, LLC 1.351 -1,46 354 0,00
2026-05-06 13F Bartlett & Co. Wealth Management Llc 47.787 -0,45 13.542 9,37
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-05-07 13F Regimen Wealth, Llc 0 -100,00 0
2026-05-29 13F Asset Dedication, LLC 4.211 -13,09 1.103 -11,77
2026-04-27 13F Trademark Financial Management, LLC 1.322 -3,01 346 -1,42
2026-04-08 13F Birchbrook, Inc. 308 -0,32 81 1,27
2026-05-06 13F Oxford Financial Group Ltd 10.861 -8,08 2.845 -6,66
2026-04-27 13F USAdvisors Wealth Management, LLC 6.162 -0,93 2 0,00
2026-05-11 13F TD Capital Management LLC 40.805 -0,67 10.688 0,86
2026-04-09 13F Chemistry Wealth Management LLC 1.569 -13,65 411 -12,39
2026-05-04 13F Archer Investment Corp 1.735 -2,42 455 -0,87
2026-04-29 13F Opulen Financial Group LLC 7.147 -0,11 1.872 1,41
2026-04-16 13F Southern Capital Advisors, Llc 1.044 -0,67 274 0,74
2026-04-28 13F Family CFO Inc 1.978 -8,55 518 -7,00
2026-04-28 13F Golden State Wealth Management, LLC 3.279 -2,47 859 -1,04
2026-05-08 13F Wealthedge Investment Advisors, Llc 1.734 -18,67 454 -17,45
2026-05-06 13F Brio Consultants, LLC 3.909 -3,39 1.121 7,38
2026-04-20 13F Leeward Financial Partners, LLC 39.232 -11,42 10.276 -10,07
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-14 13F Pictet North America Advisors SA 1.024 -94,42 268 -94,34
2026-05-07 13F Winthrop Partners - Wny, Llc 23.193 -1,49 6.075 0,02
2026-04-15 13F Optivise Advisory Services LLC 996 -1,19 261 0,00
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 5.814 -1,76 1.523 -0,26
2026-04-13 13F Farrell Financial LLC 23.542 -3,96 6.166 -2,47
2026-04-08 13F Sfm, Llc 7.176 -3,29 1.879 -1,83
2026-05-15 13F London Co Of Virginia 663 -48,00 174 -47,26
2026-04-21 13F Trust Co Of Virginia /va 170.397 -0,83 44.630 0,69
2026-04-17 13F Total Clarity Wealth Management, Inc. 2.039 -0,20 534 1,33
2026-05-14 13F Institute for Wealth Management, LLC. 766 -1,79 201 -0,50
2026-04-20 13F McKinley Carter Wealth Services, Inc. 20.584 -3,88 5.391 -2,41
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 1.929 -5,16 505 -3,63
2026-05-13 13F Alesco Advisors Llc 11.901 -5,14 3.117 -3,68
2026-04-29 13F WPG Advisers, LLC 122 -90,90 32 -91,01
2026-01-21 13F OLIO Financial Planning 0 -100,00 0
2026-04-24 13F Midwest Capital Advisors, LLC 101 -42,94 26 -42,22
2026-04-24 13F Family Investment Center, Inc. 23.825 -3,57 6.240 -2,09
2026-04-29 13F Fishman Jay A Ltd/mi 18.483 -1,65 4.841 -0,12
2026-05-14 13F First Commonwealth Financial Corp /pa/ 0 -100,00 0
2026-05-07 13F Patrick M Sweeney & Associates, Inc 1.625 -1,10 426 0,47
2026-05-08 13F Birchcreek Wealth Management, LLC 3.047 -5,28 798 -3,74
2026-05-11 13F Elevate Wealth Advisory, Inc 1.028 -3,93 269 -2,18
2026-02-13 13F Brick & Kyle, Associates 39.412 -0,35 10 0,00
2026-04-29 13F Efficient Advisors, LLC 316.200 -24,49 82.819 -23,33
2026-04-02 13F Horizons Wealth Management 40.388 -1,68 10.578 -0,16
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 129.053 -16,13 33.776 -14,85
2026-04-21 13F Hidden Cove Wealth Management, LLC 1.095 -4,62 287 -3,38
2026-01-16 13F RHS Financial, LLC 0 -100,00 0
2026-05-14 13F Proficio Capital Partners LLC 834 -79,71 218 -79,43
2026-05-06 13F Penn Capital Management Co Inc 0 -100,00 0
2026-04-20 13F Investment Research & Advisory Group, Inc. 10.435 -2,20 2.733 -0,69
2026-04-16 13F Capital Advisors, Ltd. LLC 1.962 -5,72 1
2026-04-28 13F Sage Rhino Capital Llc 70.959 -1,10 18.586 0,42
2026-05-11 13F Umb Bank N A/mo 2.047 -12,18 536 -10,82
2026-04-23 13F Marquette Asset Management, LLC 6.137 -6,73 1.607 -5,30
2026-05-19 13F Mascagni Wealth Management, Inc. 2.797 -0,89 733 0,69
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 77.373 -0,42 20.265 1,12
2026-05-11 13F MainStreet Investment Advisors LLC 1.105 -6,36 289 -4,93
2026-05-14 13F Karpus Management, Inc. 321.684 -3,89 84.255 -2,41
2026-04-27 13F Fulton Breakefield Broenniman Llc 903 -0,55 237 0,85
2026-04-21 13F Axiom Financial Strategies, LLC 0 -100,00 0
2026-04-28 13F ORG Wealth Partners, LLC 121 -79,07 32 -79,19
2026-05-06 13F CNB Bank 240 -2,04 63 -1,59
2026-04-16 13F Center For Asset Management LLC 2.010 -21,24 527 -20,06
2026-02-05 13F Armor Investment Advisors, LLC 0 -100,00 0
2026-04-24 13F Whelan Financial 129.152 -0,22 33.827 1,31
2026-04-24 13F Crux Wealth Advisors 0 -100,00 0
2026-05-08 13F New England Private Wealth Advisors LLC 10.893 -4,60 2.853 -3,12
2026-05-01 13F Keener Financial Planning LLC 1.515 -0,53 0
2026-05-04 13F Northland Securities, Inc. 0 -100,00 0
2026-05-06 13F Tyche Wealth Partners LLC 1.304 -0,76 342 0,59
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-05-15 13F MidFirst Bank 439 -6,20 115 -5,00
2026-05-01 13F Financial Connections Group, Inc. 198 -16,10 0
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-05-13 13F Carter Financial, LLC 22.096 -0,87 5.787 0,66
2026-02-17 13F SageView Advisory Group, LLC 20.884 -10,47 5.387 -9,17
2026-04-15 13F Cranbrook Wealth Management, LLC 7.083 -22,02 1.855 -20,83
2026-05-13 13F Principal Securities, Inc. 36.590 -1,49 9.584 0,02
2026-04-28 13F SBI Securities Co., Ltd. 15.016 -0,03 3.933 1,50
2026-05-12 13F Elite Financial, Inc. 32.331 -0,96 8 0,00
2026-04-27 13F Qrg Capital Management, Inc. 71.832 -3,74 18.814 -2,25
2026-04-21 13F Venturi Wealth Management, LLC 1.905 -0,05 499 1,43
2026-04-07 13F CoreCap Advisors, LLC 16.507 -2,24 4.323 -0,73
2026-04-22 13F Storen Legacy Partners, LLC 6.618 -25,25 1.733 -24,09
2026-05-13 13F River Wealth Advisors LLC 3.623 -8,88 949 -7,51
2026-05-12 13F Operose Advisors LLC 9.362 -25,23 2.452 -24,06
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 228.029 -42,73 60.350 -43,74
2026-04-14 13F Nbc Securities, Inc. 6.231 -1,44 1.632 0,12
2026-04-30 13F Simplicity Wealth,LLC 5.910 -32,91 1.548 -31,91
2026-04-13 13F Clayton Financial Group LLC 2.831 -23,45 741 -22,25
2026-04-20 13F Boyd Wealth Management, LLC 11.717 -1,72 3.069 -0,23
2026-04-28 13F Fee-Only Financial Planning, L.C. 42.989 -1,31 11.260 0,20
2026-05-12 13F Planwiser Financial, Llc 6.415 -5,41 1.785 -4,90
2026-03-12 13F Nalls Sherbakoff Group, Llc 0 -100,00 0
2026-04-23 13F O'Connor Financial Group LLC 7.130 -3,03 1.867 -7,53
2026-04-17 13F Berman McAleer LLC 41.371 -1,87 10.836 -0,37
2026-05-15 13F GWM Advisors LLC 169.448 -13,56 6.867 -86,42
2026-04-02 13F Collective Family Office Llc 6.665 -0,51 1.746 0,98
2026-05-05 13F Black Diamond Financial, LLC 35.711 -1,89 9.353 -0,38
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-05-12 13F TD Waterhouse Canada Inc. 659 -72,99 173 -72,50
2026-04-22 13F Sentry LLC 0 -100,00 0
2026-04-16 13F Fiduciary Advisors, Inc. 41.765 -0,85 10.939 0,68
2026-05-14 13F Financial Engines Advisors L.L.C. 87.478 -4,78 22.912 -3,31
2026-04-24 13F Balentine LLC 17.016 -0,37 4.457 1,16
2026-02-12 13F JT Stratford LLC 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 195.276 -0,44 51.147 1,09
2026-04-21 13F Narus Financial Partners, LLC 11.654 -5,07 3.052 -3,60
2026-04-23 13F Harbor Investment Advisory, Llc 2.862 -14,72 750 -13,41
2026-04-14 13F Madrona Financial Services, LLC 42.216 -0,91 11.057 0,62
2026-05-11 13F Linscomb & Williams, Inc. 2.194 -4,28 575 -2,88
2026-05-11 13F National Wealth Management Group, LLC 1.145 -46,29 300 -45,54
2026-04-17 13F Outlook Wealth Advisors, LLC 2.742 -2,11 718 -0,55
2026-05-15 13F Cypress Capital Group 1.076 -9,81 282 -8,47
2026-05-14 13F Fort Point Capital Partners LLC 15.757 -0,89 4.127 -5,86
2026-05-15 13F State Street Corp 462.345 -16,45 121.097 -15,17
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Pasadena Private Wealth, LLC 798 -15,64 209 -13,99
2026-05-13 13F Calton & Associates, Inc. 1.851 -9,13 485 -7,81
2026-04-17 13F Stephenson National Bank & Trust 29.555 -14,01 7.741 -12,68
2026-04-30 13F Griffin Asset Management, Inc. 1.627 -8,08 426 -6,58
2026-04-14 13F Family Wealth Partners, Llc 27.635 -1,02 7.238 0,50
2026-04-23 13F Willis Johnson & Associates, Inc. 3.153 -26,04 826 -24,93
2026-05-13 13F Mackenzie Financial Corp 23.858 -4,83 6.249 -4,13
2026-04-29 13F Integrity Investment Advisors, LLC 1.013 -29,31 265 -28,18
2026-05-05 13F Golden Bell Financial Planning LLC 1.646 -1,56 431 0,00
2026-05-05 13F FinDec Wealth Services, Inc. 14.994 -13,13 3.927 -11,79
2026-05-11 13F POM Investment Strategies, LLC 0 -100,00 0
2026-05-14 13F Bridgewealth Advisory Group, LLC 6.972 -4,86 1.826 -3,39
2026-05-08 13F/A Davidson Investment Advisors 20.910 -1,14 5.477 0,37
2026-05-11 13F United Bank 17.459 -4,65 4.573 -3,20
2026-05-11 13F Condor Capital Management 20.869 -2,35 5.466 -0,83
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-23 13F waypoint wealth counsel 15.126 -1,16 3.962 0,35
2026-05-14 13F Joseph P. Lucia & Associates, LLC 9.782 -0,19 2.562 1,34
2026-04-16 13F Cambridge Advisors Inc. 31.646 -2,16 8.289 -0,66
2026-04-16 13F Triad Wealth Partners, LLC 1.273 -51,34 333 -50,59
2026-04-17 13F Essex Savings Bank 7.843 -1,25 2.054 0,29
2026-04-28 13F Howe & Rusling Inc 849 -36,64 222 -35,65
2026-05-11 13F Founders Financial Alliance, LLC 5.118 -3,07 1.341 -1,54
2026-02-06 13F HighTower Advisors, LLC Put 0 -100,00 0 -100,00
2026-04-14 13F Prospera Financial Services Inc 33.185 -7,07 8.716 -5,59
2026-05-07 13F True North Advisors, LLC 62.645 -1,83 16.408 -0,32
2026-05-15 13F Resources Management Corp /ct/ /adv 1.140 -2,15 0
2026-04-29 13F Staley Capital Advisers Inc 49.228 -0,30 12.894 1,24
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 6.545 -2,31 1.714 -0,81
2026-04-17 13F Nova R Wealth, Inc. 1.968 -9,81 515 -8,36
2026-05-13 13F Caitlin John, LLC 3.489 -3,33 914 -1,83
2026-05-15 13F Ancora Advisors, LLC 30.510 -0,41 7.991 1,13
2026-05-08 13F Moors & Cabot, Inc. 2.087 -8,14 547 -6,83
2026-04-23 13F BXM Wealth LLC 3.460 -94,89 906 8,37
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 19.072 -86,17 4.995 -85,96
2026-05-12 13F Rathbone Brothers plc 14.181 -1,60 3.714 -0,08
2026-05-01 13F Riverview Trust Co 3.948 -3,38 1.034 -1,80
2026-05-11 13F Investments & Financial Planning, LLC 148.729 -0,68 38.955 0,85
2026-04-21 13F Paradigm Financial Partners, Llc 4.676 -22,20 1.225 -21,03
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-01 13F Wilian Securities, LLC 0 -100,00 0
2026-04-15 13F Tenzing Financial LLC 2.218 -0,05 612 6,99
2026-02-17 13F Forefront Analytics, LLC 0 -100,00 0
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1.733 -3,67 454 -2,16
2026-05-14 13F Rialto Wealth Management, LLC 23.359 -2,60 6.118 -1,10
2026-01-14 13F Clarius Group, LLC 1.309 -11,67 338 -10,37
2026-04-30 13F Financial Freedom, LLC 14.269 -11,04 3.737 -9,67
2026-04-14 13F Lawood & Co 1.327 -0,30 348 1,17
2026-05-06 13F Atlantic Trust, LLC 2.015 -1,56 528 0,00
2026-05-12 13F Causey Wealth LLC 12.982 -24,65 3.400 -23,49
2026-05-07 13F Koss-Olinger Consulting, LLC 1.322 -3,22 346 -1,70
2026-04-16 13F Intergy Private Wealth, LLC 1.621 -0,67 425 0,95
2026-04-03 13F Box Hill Private Wealth LLC 19.094 -1,08 5.001 0,44
2026-05-06 13F Private Wealth Asset Management, LLC 2.037 -8,94 534 -7,63
2026-05-14 13F Raymond James Financial Inc 2.252.087 -2,28 589.867 -0,77
2026-05-14 13F Coastal Bridge Advisors, LLC 2.474 -3,06 648 -1,67
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 2.318 -2,40 607 -0,82
2026-05-13 13F Parkside Financial Bank & Trust 19.560 -1,95 5.123 -0,43
2026-05-04 13F Pacific Point Advisors, LLC 3.382 -0,21 886 1,26
2026-04-27 13F GenTrust, LLC 14.702 -9,34 3.851 -7,94
2026-04-21 13F Aaron Wealth Advisors LLC 6.643 -13,14 1.740 -11,81
2026-04-22 13F Wiser Advisor Group LLC 6.916 -0,97 1.811 0,56
2026-05-04 13F Procyon Private Wealth Partners, LLC 106.896 -1,76 27.998 -0,25
2026-05-05 13F Collaborative Wealth Managment Inc. 0 -100,00 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 94.388 -4,42 24.722 -2,94
2026-05-12 13F Shade Tree Advisors LLC 1.115 -8,83 292 -7,30
2026-05-15 13F Advisory Resource Group 2.423 -7,87 635 -6,49
2026-05-13 13F Townsquare Capital Llc 3.151 -4,28 825 -2,83
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-21 13F AA Financial Advisors, LLC 128.019 -1,97 33.531 -0,46
2026-05-04 13F Stage Harbor Financial, Llc 20.587 -2,76 5.392 -1,25
2026-05-05 13F Smith, Moore & Co. 11.236 -0,07 2.943 1,48
2026-05-01 13F Avion Wealth 83 -28,45 0
2026-04-21 13F Chapin Davis, Inc. 2.112 -7,65 553 -6,28
2026-05-15 13F Rehmann Capital Advisory Group 30.536 -0,72 7.998 0,81
2026-04-30 13F BRYN MAWR TRUST Co 10.862 -3,83 2.845 -2,37
2026-05-22 13F Coastline Complete Wealth LLC 1.493 -24,67 391 -23,48
2026-05-04 13F Rodgers & Associates, LTD 2.526 -26,27 662 -25,14
2026-04-24 13F Newton One Investments LLC 21.005 -0,02 5.502 1,51
2026-05-01 13F Rakuten Securities, Inc. 334 -14,36 87 -13,00
2026-05-07 13F one8zero8, LLC 640 -1,08 168 0,60
2026-04-28 13F Stephens Inc /ar/ 100.683 -0,81 26.371 0,71
2026-01-28 13F Absher Wealth Management, Llc 0 -100,00 0
2026-04-22 13F Matauro, Llc 0 -100,00 0
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 75.826 -8,65 19.861 -7,24
2026-05-11 13F Blue Bell Private Wealth Management, Llc 4.617 -0,67 1.209 0,92
2026-04-14 13F William Mack & Associates, Inc. 1.199 -16,74 314 -15,36
2026-04-29 13F Capital Planning LLC 41.738 -7,26 10.932 -7,12
2026-02-13 13F Pine Valley Investments Ltd Liability Co 8.438 -2,91 2.177 -1,54
2026-05-05 13F Noesis Capital Mangement Corp 1.117 -0,80 293 0,69
2026-04-16 13F Petredis Investment Advisors Llc 39.215 -0,55 10.271 0,98
2026-05-01 13F Carnegie Capital Asset Management, LLC 5.284 -3,79 1.384 -2,26
2026-05-12 13F Financial Network Wealth Management LLC 1.471 -5,46 0
2026-04-20 13F L.K. Benson & Company, P.C. 4.162 -0,24 1.090 1,30
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 9.297 -0,24 2.435 1,29
2026-04-10 13F YHB Investment Advisors, Inc. 822 -12,27 215 -10,79
2026-04-10 13F Octavia Wealth Advisors, LLC 10.430 -2,13 2.732 -0,62
2026-05-01 13F Lincoln Capital LLC 4.365 -0,09 1.141 1,24
2026-05-15 13F Janus Henderson Group Plc 145.876 -51,38 38.208 -50,64
2026-04-15 13F Elevatus Welath Management 3.122 -18,68 818 -17,47
2026-04-30 13F Sequoia Financial Advisors, LLC 27.537 -5,57 7.213 -4,12
2026-05-14 13F Klingman & Associates, LLC 10.463 -0,32 2.740 1,22
2026-05-13 13F Invst, LLC 1.653 -7,71 433 -6,28
2026-04-29 13F CFS Investment Advisory Services, LLC 2.357 -1,83 671 8,24
2026-05-19 13F Financial Insights, Inc. 21.110 -3,59 5.529 -2,11
2026-05-04 13F Barrett & Company, Inc. 17.362 -0,74 4.548 0,80
2026-04-21 13F MBE Wealth Management, LLC 99.166 -1,77 25.974 -0,26
2026-02-17 13F Main Street Financial Solutions, LLC 8.299 -7,17 2.141 -5,85
2026-05-11 13F Capital Square, LLC 1.799 -21,23 510 -13,58
2026-01-29 13F Warren Street Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F Vista Private Wealth Partners. LLC 2.412 -8,39 695 11,38
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-05-12 13F Creative Planning 2.035.636 -4,24 533.174 -2,77
2026-05-15 13F Asset Management Group, Inc. 51.785 -0,04 13.564 1,50
2026-04-22 13F Sterling Wealth Advisors Inc 3.151 -4,98 902 5,38
2026-05-12 13F Greenwich Wealth Management LLC 14.362 -0,01 4 0,00
2026-05-15 13F Fairview Capital Investment Management, Llc 2.068 -61,04 542 -60,48
2026-04-27 13F Legacy Financial Group, Inc. 766 -6,36 201 -4,76
2026-05-12 13F M&t Bank Corp 293.095 -6,60 76.767 -5,16
2026-05-14 13F Kilter Group LLC 9 -57,14 2 -60,00
2026-04-13 13F Garrett Investment Advisors LLC 8.851 -5,67 2.318 -4,21
2026-04-29 13F Sagace Wealth Management LLC 15.833 -0,70 4.147 0,83
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-04-23 13F First Pacific Financial 1.106 -5,31 290 -3,99
2026-05-26 13F Ruggaard & Associates LLC 24.864 -1,38 6.512 0,14
2026-05-01 13F Sawgrass Asset Management Llc 7.640 -81,21 2.001 -80,92
2026-04-10 13F Armstrong Advisory Group, Inc 1.423 -2,40 373 -0,80
2026-04-15 13F Elser Financial Planning, Inc 8.026 -7,55 2.099 -6,30
2026-05-13 13F Corsicana & Co. 3.911 -1,54 867 -15,33
2026-05-04 13F Lincoln National Corp 284.318 -5,76 74.469 -4,31
2026-05-15 13F Brown Advisory Inc 93.454 -2,98 24.477 -1,49
2026-04-16 13F Freedom Financial Partners LLC 4.524 -1,03 1.185 0,42
2026-04-13 13F Compass Ion Advisors, LLC 19.461 -0,44 5.097 1,09
2026-04-14 13F Well Done, LLC 769 -6,67 201 -5,19
2026-04-20 13F Crane Advisory, LLC 63.769 -3,37 17.828 -0,76
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-04-13 13F Hm Payson & Co 1.697 -3,85 444 -2,42
2026-04-16 13F Upper Left Wealth Management, LLC 4.239 -6,90 1.110 -5,45
2026-05-06 13F MorganRosel Wealth Management, LLC 4.440 -26,20 1.163 -25,08
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 53.331 -0,73 13.968 0,79
2026-05-08 13F Tillman Hartley LLC 6.969 -2,02 1.825 -0,49
2026-04-06 13F GAMMA Investing LLC 3.454 -1,96 905 -0,44
2026-05-14 13F Van Hulzen Asset Management, LLC 1.340 -4,42 351 -2,77
2026-04-21 13F Colony Family Offices, LLC 27.902 -5,27 7.308 -3,80
2026-04-21 13F Polaris Investment Advisors, LLC 0 -100,00 0
2026-05-15 13F IHT Wealth Management, LLC 13.235 -0,34 3.467 1,17
2026-05-14 13F Peak Asset Management, LLC 7.346 -3,65 1.924 -2,19
2026-05-05 13F Northstar Financial Companies, Inc. 10.062 -4,95 2.636 -3,48
2026-04-27 13F TCI Wealth Advisors, Inc. 7.684 -0,18 2.013 1,36
2026-05-12 13F Entrust Financial Llc 4.196 -0,83 1.099 0,64
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-05-15 13F Wealth Analytics Partners, LLC 42.752 -1,47 11.198 0,04
2026-04-10 13F Magnus Financial Group LLC 15.700 -3,32 4.112 -1,81
2026-04-23 13F Ewa, Llc 2.941 -18,53 770 -17,29
2026-05-14 13F Hilltop Holdings Inc. 6.019 -13,63 1.576 -12,30
2026-05-15 13F Nikulski Financial, Inc. 1.402 -25,19 367 -24,02
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-04-15 13F Single Point Partners, LLC 39.227 -0,15 10.274 1,39
2026-05-14 13F Meridian Wealth Partners, LLC 3.197 -4,85 837 -3,35
2026-04-27 13F Capital Investment Services of America, Inc. 0 -100,00 0
2026-05-04 13F Gratus Wealth Advisors, LLC 0 -100,00 0
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-04-24 13F TKG Advisors, LLC 785 -0,88 206 0,49
2026-05-11 13F Great Valley Advisor Group, Inc. 69.566 -3,49 18.221 -2,01
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-04-28 13F Libra Wealth Llc 3.797 -2,47 995 -1,00
2026-05-15 13F Wealth Preservation Advisors, LLC 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-08 13F TPG Financial Advisors, LLC 7.760 -4,82 2.032 -3,38
2026-04-17 13F New Covenant Trust Company, N.A. 5.541 -7,74 1.451 -7,58
2026-02-09 13F Employees Retirement System of Texas 0 -100,00 0
2026-05-14 13F Gwn Securities Inc. 982 -3,82 257 -2,28
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-22 13F Penney Financial, LLC 24.416 -0,95 6.395 0,58
2026-05-12 13F IFG Advisory, LLC 72 -97,87 19 -97,93
2026-05-01 13F Legacy Financial Strategies, LLC 0 -100,00 0
2026-04-14 13F Value Investment Professionals, LLC 0 -100,00 0
2026-04-21 13F Sensible Money, LLC 1.159 -37,65 304 -36,74
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 673.535 -12,05 176.412 -10,70
2026-05-07 13F Key Capital Management, INC 248 -38,46 65 -37,86
2026-05-13 13F Hill Island Financial Llc 3.347 -9,61 877 -8,27
2026-05-04 13F WP Advisors, LLC 120.390 -2,19 31.532 -0,69
2026-05-14 13F Synergy Financial Group, LTD 1.696 -20,86 444 -19,57
2026-04-24 13F Eagle Bluffs Wealth Management LLC 3.512 -3,78 920 -2,34
2026-05-21 13F Compass Capital Management, Inc 2.317 -2,65 607 -1,14
2026-05-04 13F Evernest Financial Advisors, LLC 3.120 -0,35 885 1,49
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 8.085 -0,76 2.118 0,76
2026-05-21 13F Verus Capital Partners, Llc 6.761 -8,61 1.771 -7,23
2026-04-08 13F Gilman Hill Asset Management, LLC 28.450 -5,71 7.452 -4,27
2026-04-13 13F Market Street Wealth Management Advisors Llc 7.515 -2,19 1.968 -0,66
2026-04-24 13F Keb Asset Management, Llc 2.185 -6,38 572 -4,83
2026-04-29 13F KERR FINANCIAL PLANNING Corp 450 -34,69 116 -32,75
2026-05-08 13F Alps Advisors Inc 153.390 -11,23 40.176 -9,86
2026-05-04 13F Guardsman Private Capital Management, Inc. 5.130 -22,50 1.344 -21,32
2026-05-15 13F RMB Capital Management, LLC 2.814 -18,15 737 -16,82
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 16.179 -4,08 4.238 -2,60
2026-04-15 13F Journey Strategic Wealth Llc 1.647 -4,41 431 -2,93
2026-04-21 13F Meridian Financial, LLC 13.228 -3,06 3.465 -1,56
2026-04-21 13F Refined Wealth Management 897 -93,67 235 -93,57
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 6.000 -6,25 1.572 -4,79
2026-05-15 13F Citadel Advisors Llc Put 7.100 -4,05 1.860 -2,57
2026-05-15 13F Citadel Advisors Llc Call 14.500 -29,61 3.798 -28,53
2026-05-04 13F HBW Advisory Services LLC 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 395.662 -0,32 104 0,98
2026-05-04 13F Modus Advisors, LLC 4.212 -39,37 1.103 -38,45
2026-04-17 13F Cidel Asset Management Inc 5.334 -1,60 1.397 -0,07
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-07 13F Retirement Wealth Solutions LLC 363 -0,27 95 2,15
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 78.768 -1,55 20.631 -0,04
2026-02-10 13F Garde Capital, Inc. Put 0 -100,00 0 -100,00
2026-05-15 13F Toroso Investments, LLC 69.254 -34,12 18.139 -33,10
2026-04-21 13F PDS Planning, Inc 52.005 -0,14 13.621 1,41
2026-04-23 13F Premier Path Wealth Partners, LLC 0 -100,00 0 -100,00
2026-04-20 13F Sowell Financial Services LLC 7.047 -0,09 1.846 1,43
2026-05-06 13F Alteri Wealth LLC 1.364 -21,52 357 -20,31
2026-04-22 13F Goodman Advisory Group, LLC 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 51.243 -94,28 13.422 -94,20
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 28.393 -5,98 7.437 -4,53
2026-05-15 13F Keating Financial Advisory Services, Inc. 3.401 -16,91 891 -15,64
2026-04-29 13F Compass Financial Group, INC/SD 6.349 -0,11 1.663 1,40
2026-01-23 13F Intelligence Driven Advisers, LLC 0 -100,00 0
2026-05-01 13F Pittenger & Anderson Inc 260.494 -0,46 68.228 1,07
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 4.796 -1,92 1.256 -0,40
2026-05-04 13F Checchi Capital Advisers, LLC 14.962 -4,24 3.919 -2,78
2026-04-22 13F Ariston Services Group 0 -100,00 5.961 7,39
2026-05-14 13F Beaird Harris Wealth Management, LLC 8.022 -2,19 2.101 -0,66
2026-04-27 13F Wbh Advisory Inc 89.261 -3,29 23.512 -1,25
2026-05-12 13F Disciplined Investments, LLC 3.950 -1,20 1.035 0,29
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-05-11 13F Hall Capital Management Co Inc 6.321 -0,57 1.798 9,64
2026-01-27 13F Northern Financial Advisors Inc 0 -100,00 0
2026-05-07 13F Johnson Financial Group, Inc. 15.662 -5,76 4.102 -4,32
2026-04-13 13F LexAurum Advisors, LLC 1.617 -51,90 424 -50,53
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-30 13F Petix & Botte Co 6.679 -53,19 3.499 -4,92
2026-05-12 13F Fiera Capital Corp 4.202 -15,88 1.101 -14,60
2026-05-07 13F Legacy Wealth Managment, LLC/ID 577 -15,64 151 -14,20
2026-05-14 13F Ieq Capital, Llc 29.912 -3,97 7.835 -2,49
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 48.254 -39,45 12.639 -38,52
2026-05-05 13F Leo Wealth, LLC 2.353 -5,16 616 -3,75
2026-04-10 13F Revolve Wealth Partners, LLC 7.895 -5,97 2.068 -4,53
2026-04-22 13F Investment Advisory Group, LLC 11.818 -0,63 3.095 0,91
2026-05-15 13F Charles Schwab Investment Management Inc 1.783.785 -1,72 467.209 -0,21
2026-05-13 13F GW&K Investment Management, LLC 6.599 -15,66 2 -50,00
2026-04-17 13F HHM Wealth Advisors, LLC 1.645 -16,28 431 -15,02
2026-05-12 13F Ark & Tlk Investments, Llc 3.169 -0,28 830 1,34
2026-04-29 13F Penobscot Investment Management Company, Inc. 1.891 -18,60 495 -17,36
2026-05-01 13F Rossmore Private Capital 51.126 -2,25 13.391 -0,74
2026-04-29 13F Frank, Rimerman Advisors LLC 15.882 -16,28 4.160 -15,00
2026-05-14 13F Venture Visionary Partners LLC 31.828 -1,35 8.337 -0,71
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1.224 -14,04 333 -14,62
2026-05-12 13F Kirtland Hills Capital Management, Llc 11.395 -18,17 3.236 -9,94
2026-04-07 13F Trinity Financial Advisors LLC 5.209 -0,33 1.364 1,26
2026-04-15 13F Valley National Advisers Inc 1.643 -6,70 0
2026-04-17 13F Webster Bank, N. A. 26.143 -5,16 6.847 -3,70
2026-04-23 13F Bell Bank 1.728 -10,19 453 -8,87
2026-01-22 13F Systelligence, LLC 0 -100,00 0
2026-05-13 13F First Citizens Bank & Trust Co 9.360 -3,93 2.452 -2,47
2026-01-08 13F NorthCrest Asset Manangement, LLC 0 -100,00 0
2026-04-09 13F Thrive Wealth Management, LLC 33.944 -1,08 8.891 0,44
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-04-17 13F Boston Private Wealth Llc 8.266 -17,55 2.165 -16,28
2026-04-21 13F Alpine Bank Wealth Management 14.969 -2,41 3.921 -0,91
2026-04-22 13F Mason & Associates, LLC 45.904 -1,79 12.023 -0,27
2026-04-21 13F Ground Swell Capital, LLC 0 -100,00 0
2026-05-15 13F Bragg Financial Advisors, Inc 12.839 -0,47 3.363 1,05
2026-04-22 13F Tred Avon Family Wealth, Llc 6.724 -2,89 1.761 -1,40
2026-04-08 13F Accel Wealth Management 2.121 -18,92 555 -17,66
2026-05-15 13F/A Prepared Retirement Institute LLC 28.024 -2,38 7.340 -0,86
2026-04-20 13F Kestra Private Wealth Services, Llc 64.185 -0,62 16.811 0,91
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-21 13F Nabity-Jensen Investment Management Inc 5.181 -0,40 1.357 1,19
2026-04-09 13F McNamara Financial Services, Inc. 11.116 -3,21 2.912 -1,72
2026-04-20 13F Verus Financial Partners, Inc. 3.214 -2,64 898 -0,66
2026-04-21 13F Pacific Sage Partners, LLC 1.548 -4,97 405 -3,57
2026-04-29 13F Strategic Blueprint, LLC 10.909 -7,41 2.857 -5,99
2026-05-05 13F Sofi Wealth, Llc 25 -26,47 7 -25,00
2026-05-01 13F Welch & Forbes Llc 10.666 -0,82 2.794 0,72
2026-04-20 13F Clune & Associates, Ltd. 18.433 -6,98 4.828 -5,56
2026-02-17 13F Snowden Capital Advisors LLC 25.397 -2,12 6.551 -1,01
2026-04-28 13F Stratos Wealth Advisors, LLC 1.671 -93,81 438 -93,73
2026-05-04 13F MEMBERS Trust Co 2.614 -1,13 685 0,29
2026-05-15 13F Ameriprise Financial Inc 2.197.074 -8,41 575.346 -6,99
2026-05-07 13F Santori & Peters, Inc. 1.250 -0,71 327 0,93
2026-05-13 13F Alliance Private Wealth, LLC 771 -15,27 202 -18,62
2026-05-14 13F Empower Advisory Group, LLC 32.778 -15,92 8.585 -14,62
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3.112 -0,70 815 0,87
2026-04-22 13F Foundry Financial LLC 1.151 -24,23 302 -23,02
2026-04-13 13F Cordant, Inc. 14.404 -3,81 3.773 -2,33
2026-04-16 13F Annex Advisory Services, LLC 25.657 -10,00 6.720 -8,61
2026-05-06 13F Heartland Advisors Inc 371 -51,88 97 -51,01
2026-04-28 13F Bogart Wealth, LLC 870 -23,88 228 -22,79
2026-04-28 13F Flagship Harbor Advisors, Llc 35.848 -0,16 9.389 1,37
2026-04-29 13F Addison Capital Co 4.775 -75,39 1.251 -75,02
2026-05-14 13F O'ROURKE & COMPANY, Inc 4.952 -4,86 1.297 -3,35
2026-05-14 13F Financial Advisors Network, Inc. 3.536 -27,95 926 -26,86
2026-05-14 13F Provida Pension Fund Administrator 0 -100,00 0 -100,00
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-13 13F IFP Advisors, Inc 34.328 -2,68 8.991 -1,18
2026-04-10 13F Novem Group 2.385 -7,81 625 -6,45
2026-05-06 13F Cedar Point Capital Partners, LLC 1.451 -1,23 380 0,53
2026-05-11 13F Pecaut & Co. 3.345 -1,91 876 -0,34
2026-05-15 13F Wit, Llc 264.221 -0,05 69.205 1,49
2026-05-15 13F United Capital Financial Advisers, Llc 117.447 -1,11 30.749 0,37
2026-04-23 13F Global Trust Asset Management, LLC 85 -67,92 22 -67,65
2026-05-07 13F First Command Advisory Services, Inc. 195.207 -2,21 51.128 -0,70
2026-05-12 13F Beck Mack & Oliver Llc 830 -10,75 217 -9,21
2026-04-27 13F Capital Advisors Inc/ok 50.262 -1,20 13.165 0,31
2026-05-05 13F SOUTH STATE Corp 37.022 -6,87 9.697 -5,43
2026-05-05 13F Coquina Private Wealth LLC 1.532 -1,54 401 0,00
2026-04-10 13F GEM Asset Management, LLC 3.845 -3,44 1.007 -5,45
2026-04-28 13F Appleton Partners Inc/ma 2.095 -0,80 1
2026-05-14 13F C M Bidwell & Associates Ltd 5.772 -4,04 1.512 -2,58
2026-04-23 13F Drucker Wealth 3.0, LLC 72.899 -0,27 19.094 1,27
2026-02-06 13F GPS Wealth Strategies Group, LLC 5 -98,68 1 -98,96
2026-05-15 13F Wick Capital Partners, LLC 12.134 -2,07 3.178 -0,56
2026-05-04 13F Brookwood Investment Group LLC 11.278 -0,55 2.954 0,96
2026-05-11 13F Salomon & Ludwin, LLC 17.743 -4,28 4.696 -4,40
2026-05-11 13F Great Lakes Advisors, Llc 13.834 -2,52 3.623 -1,01
2026-04-22 13F Youngs Advisory Group, Inc. 847 -2,31 222 -0,90
2026-04-15 13F Gradient Capital Advisors, LLC 12.940 -0,74 3.389 0,80
2026-05-06 13F Gray Private Wealth, LLC 6.533 -0,97 1.711 0,59
2026-01-28 13F Schmidt P J Investment Management Inc 0 -100,00 0
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 5.977 -4,63 1.566 -3,16
2026-02-12 13F Penserra Capital Management LLC 0 -100,00 0
2026-05-01 13F Strategic Financial Partners, Ltd. 4.883 -0,10 1.279 1,43
2026-05-06 13F Meridian Wealth Management, LLC 21.774 -0,29 5.513 1,14
2026-05-14 13F Allworth Financial LP 68.585 -1,05 17.964 0,48
2026-06-01 13F Flagship Wealth Advisors, Llc 4.099 -8,55 971 -16,00
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-05-12 13F Reyes Financial Architecture, Inc. 839 -1,41 220 0,00
2026-04-22 13F Spire Wealth Management 5.466 -5,12 1.432 -3,64
2026-04-27 13F River's Edge Wealth Management, Llc 1.616 -1,34 458 1,33
2026-04-01 13F Vigilare Wealth Management 1.800 -75,98 472 -75,62
2026-05-07 13F AlTi Global, Inc. 4.343 -29,84 1.138 -28,76
2026-02-04 13F First Foundation Advisors 0 -100,00 0
2026-04-22 13F Onyx Bridge Wealth Group LLC 8.966 -0,01 2.349 1,56
2026-05-11 13F Cascade Wealth Advisors, Inc 2.123 -1,07 612 4,27
2026-05-15 13F Larson Financial Group LLC 14.073 -13,74 3.686 -12,43
2026-05-08 13F Private Management Group Inc 924 -9,77 242 -8,33
2026-04-03 13F Coastline Trust Co 3.560 -20,38 932 -19,17
2026-04-17 13F Andina Capital Management, LLC 903 -34,57 237 -33,52
2026-04-23 13F Etesian Wealth Advisors, Inc. 1.542 -5,80 404 -4,50
2026-05-14 13F Vivaldi Capital Management, LLC 8.155 -0,84 2.136 0,66
2026-05-06 13F Clifford Swan Investment Counsel Llc 5.627 -6,67 1.474 -5,27
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Curio Wealth, Llc 73 -53,50 19 -53,66
2026-04-20 13F KFA Private Wealth Group, LLC 18.388 -1,55 4.816 -0,02
2026-04-23 13F Midwest Financial Partners Investments, Inc. 15.758 -2,53 4.127 -1,03
2026-04-28 13F Lee Danner & Bass Inc 3.956 -0,10 1.036 1,47
2026-02-13 13F Maia Wealth LLC 0 -100,00 0
2026-04-28 13F Grange Capital, LLC 3.579 -33,59 937 -32,54
2026-05-15 13F Capstone Wealth Management, Inc. 2.297 -1,54 608 0,50
2026-04-23 13F Intrua Financial, LLC 4.498 -19,65 1.178 -18,42
2026-05-13 13F Mpwm Advisory Solutions, Llc 2.757 -8,31 722 -6,84
2026-05-15 13F Perennial Investment Advisors, LLC 6.762 -1,91 1.772 -0,39
2026-05-14 13F Keebeck Wealth Management, LLC 2.449 -2,27 642 -0,77
2026-05-06 13F Deutsche Bank Ag\ 3.854 -41,31 1.009 -40,40
2026-05-11 13F Manchester Capital Management LLC 18.087 -4,30 4.737 -2,83
2026-05-15 13F Mittelman Wealth Management 11.683 -25,37 3.060 -24,22
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-13 13F Hirtle Callaghan & Co LLC 3.274 -11,59 858 -10,26
2026-05-06 13F Cornerstone Planning Group LLC 101 -62,87 29 -62,16
2026-02-10 13F Principia Wealth Advisory, LLC 0 -100,00 0
2026-04-24 13F Heritage Investors Management Corp 142.972 -0,73 37 0,00
2026-04-30 13F Pearl Planning LLC 3.442 -0,12 902 1,46
2026-04-03 13F Waller Financial Planning Group, Inc 31.457 -4,54 8.239 -3,06
2026-04-22 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-05-11 13F Atlas Capital Advisors Llc 3.620 -1,25 948 0,32
2026-04-22 13F Caldwell Trust Co 3.440 -0,38 901 1,24
2026-05-12 13F One Capital Management, LLC 21.145 -1,41 5.539 0,11
2026-05-08 13F Vontobel Holding Ltd. 9.735 -5,39 2.550 -3,96
2026-05-13 13F S&t Bank/pa 3.383 -45,78 886 -44,93
2026-04-13 13F/A Sunburst Financial Group, LLC 5.012 -23,81 1.313 -22,64
2026-05-07 13F Liberty Square Wealth Partners Llc 15.061 -8,81 3.945 -7,42
2026-05-15 13F Security National Bank Of So Dak 4.110 -1,51 1.076 0,00
2026-04-17 13F Swp Financial Llc 9.371 -3,31 2.454 -1,84
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 8.949 -3,19 2.344 -1,72
2026-04-20 13F Kennicott Capital Management Llc 4.895 -5,48 1.282 -3,97
2026-04-20 13F Ronald Blue Trust, Inc. 9.463 -2,43 2.479 -0,92
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 11.884 -1,86 3.113 -0,35
2026-05-07 13F Principle Wealth Partners Llc 9.637 -0,37 2.524 1,16
2026-05-07 13F REDW Wealth LLC 1.580 -14,87 414 -13,60
2026-04-09 13F Everhart Financial Group, Inc. 5.951 -1,11 1.559 0,39
2026-01-15 13F GEN Financial Management, INC. 0 -100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 21.756 -8,36 5.698 -6,94
2026-05-12 13F Stifel Financial Corp 1.173.969 -0,48 307.491 1,05
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 41.025 -5,70 10.745 -4,25
2026-05-11 13F Foundations Investment Advisors, LLC 9.532 -7,91 2.497 -6,52
2026-05-26 13F Serenity Investment Advisors 731 -11,29 211 -4,52
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-05-08 13F Millington Financial Advisors, LLC 3.937 -0,13 1.116 2,10
2026-05-13 13F Scotia Capital Inc. 9.779 -12,54 2.561 -11,17
2026-04-17 13F Tectonic Advisors Llc 78.264 -1,38 20.499 0,14
2026-02-11 13F Parallel Advisors, LLC 157.169 -0,59 40.554 0,88
2026-05-08 13F Buck Wealth Strategies, LLC 1.627 -24,08 426 -22,83
2026-05-15 13F Manufacturers Life Insurance Company, The 98.179 -11,24 25.714 -9,95
2026-04-17 13F BCS Wealth Management 8.255 -49,15 2.162 -48,36
2026-05-06 13F Avalon Trust Co 1.010 -8,18 265 -6,71
2026-05-15 13F Glen Eagle Advisors, LLC 846 -12,06 222 -10,89
2026-04-08 13F Beacon Financial Strategies CORP 40.062 -3,02 10.493 -1,53
2026-04-23 13F Spinnaker Trust 2.262 -18,90 592 -17,66
2026-05-15 13F Dimension Capital Management Llc 6.275 -10,77 1.644 -9,38
2026-04-06 13F WASHINGTON TRUST Co 19.345 -0,10 5.067 1,44
2026-04-16 13F Evolve Private Wealth, Llc 1.304 -39,09 342 -38,22
2026-04-16 13F Phillips Financial Management, Llc 11.816 -1,88 3.095 -0,39
2026-04-27 13F FF Advisors,LLC 2.284 -29,31 647 -22,45
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-04-30 13F ATX Financial Planning, LLC 1.270 -81,01 333 -80,75
2026-05-05 13F Investment Partners, Ltd. 6.611 -1,80 1.731 -0,29
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 15.731 -2,48 4.120 -0,96
2026-05-05 13F Signet Financial Management, Llc 1.336 -0,30 350 1,16
2026-05-12 13F Bbr Partners, Llc 1.369 -69,74 359 -69,32
2026-04-29 13F Patron Partners Advisors, Llc 6.289 -2,03 1.647 -0,48
2026-02-11 13F Winnow Wealth Llc 0 -100,00 0
2026-04-30 13F Hegarty Advisors, LLC 4.714 -0,95 1.235 0,41
2026-05-11 13F Allianz Se 245 -99,57 64 -99,56
2026-05-04 13F Camden National Bank 2.621 -1,32 686 0,15
2026-04-09 13F TrueWealth Advisors, LLC 1.369 -0,44 359 1,13
2026-05-13 13F Acumen Wealth Advisors, LLC 0 -100,00 0
2026-04-02 13F Hilltop National Bank 204 -1,92 53 0,00
2026-04-27 13F Meramec Financial Planners, LLC 17.555 -10,65 5.024 -7,82
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 26.726 -13,30 7.001 -11,96
2026-05-13 13F Schoolcraft Capital LLC 6.699 -1,00 1.755 0,52
2026-04-13 13F Stockman Wealth Management, Inc. 4.454 -1,00 1.167 0,52
2026-04-21 13F Columbus Macro, LLC 10.055 -0,13 2.634 1,39
2026-05-12 13F Waterloo Capital, L.P. 3.232 -0,46 847 1,08
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-05-08 13F Generation Capital Management LLC 0 -100,00 0
2026-04-20 13F Fairvoy Private Wealth, LLC 0 -100,00 0
2026-05-13 13F Visionary Wealth Advisors 35.793 -0,47 9.375 1,06
2026-05-04 13F Savant Capital, LLC 98.074 -17,96 25.688 -16,70
2026-05-13 13F Douglass Winthrop Advisors, LLC 1.761 -24,81 461 -23,68
2026-05-07 13F Manuka Financial, LLC 7.091 -0,31 1.857 1,25
2026-05-07 13F Grandview Asset Management LLC 13.901 -4,23 3.646 -2,62
2026-05-14 13F Schroder Investment Management Group 244 -62,40 64 -62,28
2026-05-08 13F Prime Capital Investment Advisors, LLC 16.764 -0,34 4.391 1,18
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-05-06 13F May Hill Capital, LLC 22.006 -5,22 5.764 -3,77
2026-04-08 13F Selby Wealth Management, LLC 5.320 -1,95 1.393 -0,43
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 4.880 -13,86 1.278 -12,53
2026-04-24 13F Abacus Wealth Partners, LLC 3.199 -11,97 838 -10,67
2026-04-16 13F Envision Financial LLC 12.056 -0,96 3.158 0,57
2026-05-14 13F Traction Financial Partners, LLC 1.168 -8,46 306 -7,29
2026-04-08 13F Pioneer Wealth Management Group 6.869 -4,91 1.799 -3,44
2026-05-14 13F Clarkston Capital Partners, LLC 0 -100,00 0
2026-05-07 13F Dakota Wealth Management 48.744 -2,94 12.767 -1,45
2026-05-12 13F Liberty Wealth Management Llc 4.642 -8,02 1.234 -5,23
2026-05-11 13F Optimist Retirement Group LLC 15.777 -6,23 4.132 -4,79
2026-05-15 13F Bank Of America Corp /de/ 21.634.424 -7,66 5.666.488 -6,24
2026-04-24 13F Medallion Wealth Advisors, LLC 4.828 -0,54 1.265 0,96
2026-05-14 13F Atomi Financial Group, Inc. 137.137 -11,44 35.919 -10,07
2026-04-13 13F Chesley Taft & Associates LLC 37.423 -2,46 9.802 -0,97
2026-05-01 13F International Assets Investment Management, Llc 1.766 -1,23 465 0,87
2026-04-23 13F Tarbox Family Office, Inc. 5.906 -18,11 1.547 -16,88
2026-02-13 13F Colony Group, LLC 260.127 -76,88 67.104 -76,55
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 76.985 -2,62 20.164 -1,13
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2026-05-07 13F Midland Wealth Advisors Llc 3.141 -0,48 823 0,98
2026-05-14 13F EP Wealth Advisors, Inc. 106.288 -8,21 27.839 -6,80
2026-04-27 13F Transcendent Capital Group LLC 2.486 -1,00 651 0,62
2026-05-06 13F Sound View Wealth Advisors Group, LLC 1.035 -35,27 271 -34,22
2026-04-16 13F Smith Thornton Advisors LLC 1.236 -3,13 324 -1,82
2026-04-28 13F Whittier Trust Co 46.416 -2,88 12.324 -4,29
2026-05-08 13F United Financial Planning Group LLC 7.456 -3,91 1.953 -2,45
2026-05-14 13F SWAN Capital LLC 0 -100,00 0
2026-04-17 13F United Advisor Group, LLC 2.001 -1,48 524 0,19
2026-05-13 13F Archetype Wealth Partners 29.345 -1,05 8 0,00
2026-05-27 13F Security Financial Services, INC. 10.354 -2,67 2.712 -1,20
2026-05-15 13F Flow Traders U.s. Llc 7.199 -58,73 2 -75,00
2026-05-06 13F Bessemer Group Inc 91.139 -3,21 24 -4,17
2026-05-01 13F Team Financial Group, LLC 68 -17,07 18 -19,05
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 2.398 -0,50 628 0,97
2026-05-12 13F Tme Financial, Inc. 4.827 -11,63 1.264 -10,23
2026-05-12 13F Bnp Paribas Arbitrage, Sa 3 -50,00 1 -100,00
2026-04-14 13F Gibson Wealth Advisors LLC 11.523 -0,33 3.018 1,21
2026-05-04 13F Mattern Capital Management, Llc 926 -59,44 243 -58,84
2026-05-12 13F Ameritas Advisory Services, LLC 52.151 -3,15 13.659 -1,66
2026-04-10 13F Waldron Private Wealth LLC 16.734 -17,11 4.383 -15,83
2026-05-14 13F Blalock Williams, Llc 862 -11,32 226 -10,00
2026-06-02 13F Blue Edge Capital, LLC 1.038 -0,86 272 0,37
2026-05-06 13F Quest 10 Wealth Builders, Inc. 2.266 -0,35 594 1,19
2026-05-14 13F Islay Capital Management, Llc 0 -100,00 0
2026-05-06 13F WealthTrust Asset Management, LLC 5.307 -0,64 1.390 0,94
2026-04-14 13F Flower City Capital 1.308 -0,76 343 0,59
2026-01-20 13F Maryland Capital Advisors Inc. 7.326 -2,71 1.890 -1,31
2026-04-29 13F Garde Capital, Inc. 168.306 -0,97 44.083 0,56
2026-05-01 13F Monetary Solutions, Ltd 818 -3,20 214 -1,38
2026-05-15 13F National Bank Of Canada /fi/ 3.777 -10,94 989 -9,61
2026-04-16 13F Waystone Advisors Llc 2.056 -1,81 539 -0,37
2026-05-07 13F Harbor Advisory Corp /ma/ 33.449 -24,15 8.761 -22,98
2026-05-11 13F Sage Mountain Advisors LLC 44.011 -14,23 11.527 -12,91
2026-05-14 13F Financial Network Wealth Advisors LLC 12 -91,49 3 -91,67
2026-01-30 13F Spreng Capital Management, Inc. 0 -100,00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 4.556 -4,06 1.193 -2,53
2026-05-06 13F Vista Capital Partners, Inc. 260.102 -1,13 68.126 0,39
2026-05-07 13F Rothschild Investment Llc 2.615 -1,25 685 0,15
2026-04-17 13F Summit Wealth Partners, LLC 11.053 -8,21 2.895 -6,80
2026-05-01 13F Thrivent Financial For Lutherans 430.929 -1,42 113 -0,88
2026-05-08 13F Mystic Asset Management, Inc. 16.380 -2,18 4.290 -0,67
2026-05-05 13F Valtinson Bruner Financial Planning LLC 17.651 -8,77 4.623 -7,35
2026-05-15 13F Evercore Wealth Management, LLC 22.721 -0,01 5.951 1,54
2026-04-21 13F Strategic Equity Management 11.265 -5,88 2.951 -4,44
2026-04-08 13F Cambridge Financial Group, LLC 2.191 -32,15 574 -29,61
2026-05-11 13F Madden Advisory Services, Inc. 5.763 -4,09 1.509 -2,58
2026-05-12 13F Wescott Financial Advisory Group, LLC 2.680 -4,52 702 -3,04
2026-05-08 13F SYM FINANCIAL Corp 547 -37,05 143 -36,16
2026-05-01 13F Mutual Advisors, LLC 30.620 -13,40 8.020 -12,08
2026-04-20 13F Morton Brown Family Wealth, LLC 8.103 -0,77 2.122 0,76
2026-05-07 13F MONECO Advisors, LLC 8.673 -6,21 2.272 -4,78
2026-05-15 13F Round Rock Advisors, LLC 2.216 -7,55 580 -6,15
2026-04-21 13F Buttonwood Financial Advisors Inc. 1.014 -8,57 266 -7,34
2026-04-20 13F Values Added Financial LLC 1.369 -9,70 359 -8,44
2026-02-03 13F Smith & Howard Wealth Management, LLC Put 0 -100,00 0 -100,00
2026-02-17 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-15 13F Cypress Financial Planning Llc 1.548 -15,50 405 -14,92
2026-05-11 13F Evermay Wealth Management Llc 12.123 -4,04 3.175 -2,55
2026-05-14 13F Wealth Alliance 15.909 -9,30 4.167 -7,91
2026-04-23 13F Caliber Wealth Management, LLC / KS 1.172 -35,89 307 -35,03
2026-04-28 13F Robertson Stephens Wealth Management, LLC 16.728 -1,89 4.381 -0,39
2026-04-24 13F ERn Financial, LLC 1.502 -26,84 393 -25,71
2026-05-14 13F Brown Brothers Harriman & Co 4.702 -14,83 1.232 -13,55
2026-05-14 13F Riverview Capital Advisers, LLC 1.652 -96,81 433 -96,77
2026-04-22 13F My Personal CFO, LLC 2.089 -28,26 547 -27,16
2026-05-14 13F Cwm, Llc 106.060 -6,49 27.779 95.689,66
2026-04-15 13F Verum Partners LLC 34.990 -2,00 9.165 -0,49
2026-04-13 13F St Germain D J Co Inc 117.822 -2,37 30.860 -0,87
2026-05-04 13F Nwam Llc 26.212 -19,40 6.865 -20,58
2026-04-14 13F BSW Wealth Partners 3.958 -9,74 1.037 -8,40
2026-02-12 13F Burke & Herbert Bank & Trust Co 0 -100,00 0
2026-05-14 13F Dynasty Wealth Management, Llc 1.272 -9,47 333 -8,01
2026-01-16 13F Trust Co Of Vermont 6.515 -22,30 1.681 -21,20
2026-04-16 13F Westmount Partners, LLC 2.836 -8,87 743 -7,48
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-27 13F PAX Financial Group, LLC 12.464 -10,76 3.265 -9,38
2026-05-13 13F Natixis Advisors, L.p. 375.743 -9,36 98 -7,55
2026-04-23 13F TFC Financial Management 9.632 -2,96 2.523 -1,48
2026-05-13 13F Drake & Associates, LLC 785 -54,20 206 -53,62
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.604 -85,90 420 -85,83
2026-05-01 13F Vantage Point Financial LLC 1.369 -0,29 358 1,13
2026-03-17 13F Cornerstone Planning, LLC 0 -100,00 0
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-05-18 13F Ashton Thomas Securities, Llc 2.939 -0,54 770 0,92
2026-05-07 13F Lowe Brockenbrough & Co Inc 6.624 -0,26 1.735 1,23
2026-02-06 13F Global Retirement Partners, LLC 32.189 -4,99 8.303 -3,61
2026-04-15 13F Alhambra Investment Partners LLC 838 -6,79 219 -5,19
2026-05-08 13F LaSalle St. Investment Advisors, LLC 1.288 -2,50 337
2026-05-11 13F Vantagepoint Investment Advisers Llc 210.237 -1,71 55.065 -0,20
2026-05-05 13F MADDEN SECURITIES Corp 7.766 -1,92 2.034 -0,39
2026-05-15 13F Wealth Architects, LLC 60.594 -2,36 15.871 -0,86
2026-05-01 13F AF Advisors, Inc. 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 63.755 -1,08 16.928 -2,51
2026-04-17 13F High Net Worth Advisory Group LLC 6.184 -2,01 1.620 -0,55
2026-05-13 13F SRS Capital Advisors, Inc. 63.124 -49,31 16.534 -48,53
2026-05-06 13F Diversified Portfolios, Inc. 3.722 -0,08 975 1,46
2026-04-22 13F Advocate Investing Services LLC 3.226 -2,71 845 -1,29
2026-05-27 13F Allen Capital Group, LLC 2.211 -0,45 579 1,22
2026-05-01 13F UNIVEST FINANCIAL Corp 1.719 -16,02 450 -14,77
2026-05-07 13F Madison Asset Management, LLC 2.893 -1,77 758 -0,26
2026-04-13 13F Massmutual Trust Co Fsb/adv 9.210 -1,60 2.412 -0,08
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 0 -100,00 0
2026-05-08 13F Align Financial, LLC 17.938 -99,35 4.698 68,99
2026-04-21 13F Delap Wealth Advisory, Llc 1.287 -19,16 337 -17,80
2026-04-27 13F BIP Wealth, LLC 28.381 -4,53 7.434 -3,06
2026-04-21 13F Nemes Rush Group LLC 531 -6,84 139 -5,44
2026-04-30 13F Mascoma Wealth Management LLC 1.639 -1,92 429 -0,46
2026-04-07 13F Abacus Planning Group, Inc. 21.871 -3,75 5.729 -2,27
2026-05-13 13F J Hagan Capital, Inc. 1.498 -26,78 392 -25,62
2026-04-15 13F Archford Capital Strategies, LLC 24.909 -42,78 6.524 -41,90
2026-04-24 13F KPP Advisory Services LLC 1.679 -1,58 440 -0,23
2026-04-13 13F Creative Financial Designs Inc /adv 12.225 -2,25 3.202 -0,77
2026-01-12 13F Curated Wealth Partners LLC 0 -100,00 0
2026-04-23 13F Laurel Wealth Planning LLC 4.085 -0,24 1.070 1,23
2026-05-04 13F Conservest Capital Advisors, Inc. 3.248 -15,61 851 -14,31
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 22.973 -0,74 6.017 0,79
2026-05-14 13F Redwood Financial Network Corp 1.113 -8,99 291 -7,62
2026-05-07 13F Wells Financial Advisors INC 1.828 -74,39 479 -74,04
2026-04-13 13F Gateway Investment Advisers Llc 0 -100,00 0
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-04-14 13F Northwest Wealth Management, Llc 1.759 -18,90 461 -17,71
2026-04-30 13F Waterfront Wealth Inc. 0 -100,00 0
2026-04-20 13F Dagco, Inc. 4.661 -2,24 1.221 -0,73
2026-05-07 13F Francis Financial, Inc. 2.308 -0,86 605 0,67
2026-05-11 13F High Note Wealth, LLC 47.743 -0,10 12.505 1,43
2026-05-11 13F Becker Capital Management Inc 2.892 -42,25 757 -41,36
2026-05-08 13F Red Lighthouse Investment Management, Llc 0 -100,00 0
2026-04-22 13F Aegis Wealth Management LLC 13.880 -3,80 3.635 -2,31
2026-05-08 13F STAR Financial Bank 6.000 -11,60 1.572 -10,23
2026-05-04 13F Mml Investors Services, Llc 375.337 -14,83 98.308 -13,52
2026-05-11 13F Wells Fargo & Company/mn 6.021.392 -0,43 1.577.123 1,10
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 8.448 -8,14 2.213 -6,75
2026-04-13 13F Chris Bulman Inc 18.281 -2,09 4.788 -0,60
2026-05-01 13F Richardson Financial Services Inc. 4.918 -1,54 1.288 44,56
2026-05-12 13F GGM Financials LLC 117 -4,10 31 -3,23
2026-05-12 13F Benjamin Edwards Inc 50.000 -0,70 13.110 0,86
2026-05-14 13F Integrity Financial Corp /WA 131 -16,56 34 -15,00
2026-04-28 13F BLB&B Advisors, LLC 100.875 -3,16 26.421 -1,67
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-08 13F Holos Integrated Wealth LLC 8.853 -2,11 2.351 -0,63
2026-05-15 13F Susquehanna International Group, Llp 6.749 -79,35 1.768 -79,04
2026-05-12 13F Cahill Financial Advisors Inc 7.262 -0,98 1.902 0,58
2026-05-15 13F Vista Investment Management 4.505 -0,88 1.180 0,68
2026-05-14 13F Dorsey & Whitney Trust CO LLC 8.772 -0,85 2.298 0,66
2026-04-29 13F BEAM Asset Management, LLC 11.274 -12,97 2.953 -11,64
2026-05-14 13F Sand Hill Global Advisors, LLC 35.399 -1,33 9.272 0,18
2026-04-21 13F Keystone Financial Services, LLC 1.954 -1,71 512 -0,20
2026-04-20 13F Hoge Financial Services, Llc 40.644 -1,90 10.646 -0,38
2026-05-01 13F BKD Wealth Advisors, LLC 76.335 -5,07 19.994 -3,61
2026-05-07 13F MA Private Wealth 3.072 -1,16 805 0,37
2026-05-08 13F AAFCPAs Wealth Management, LLC 911 -2,46 238 -0,83
2026-05-11 13F Newport Capital Group, LLC 2.030 -1,02 532 0,57
2026-05-07 13F New Insight Wealth Advisors 1.579 -3,95 414 -2,59
2026-05-14 13F Pacific Financial Group Inc 10.797 -5,08 2.828 -3,61
2026-05-08 13F Compass Capital Corp /ma/ /adv 3.890 -1,09 1.117 1,92
2026-04-24 13F National Asset Management, Inc. 11.488 -22,28 2.916 -23,50
2026-05-13 13F GeoWealth Management, LLC 46.501 -2,09 12.179 -0,58
2026-04-09 13F CRA Financial Services, LLC 49.303 -4,98 12.913 -3,52
2026-05-05 13F Frazier Financial Advisors, LLC 17.058 -0,98 4.468 0,54
2026-05-15 13F Armis Advisers, LLC 2.302 -5,31 658 5,12
2026-04-08 13F Miracle Mile Advisors, LLC 114.000 -4,56 29.859 -3,09
2026-05-01 13F Sachetta, LLC 719 -2,57 188 -1,05
2026-05-11 13F Adapt Wealth Advisors, Llc 1.414 -0,21 370 1,37
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 550 -1,79 144 0,00
2026-02-17 13F Aureus Asset Management, LLC 0 -100,00 0
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-05-07 13F Ofc Financial Planning, Llc 6.728 -0,46 1.762 1,09
2026-05-11 13F Westwood Wealth Management 0 -100,00 0
2026-05-13 13F Private Wealth Advisors, LLC 7.197 -0,83 1.885 0,75
2026-05-15 13F Vawter Financial, Ltd. 47.887 -1,72 12.543 -0,21
2026-04-29 13F Red Crane Wealth Management, Llc 9.793 -1,62 2.565 -0,12
2026-04-30 13F GreatBanc Trust CO 29.104 -0,43 7.623 1,10
2026-04-16 13F Telos Capital Management, Inc. 0 -100,00 0
2026-01-16 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-04-27 13F TABR Capital Management, LLC 4.275 -6,11 1.120 -4,68
2026-05-14 13F Novak & Powell Financial Services, Inc. 1.311 -73,70 343 -75,86
2026-01-28 13F Dentgroup LLC 3.821 -46,78 986 -46,03
2026-05-06 13F LPL Financial LLC 3.322.073 -15,11 870.117 -13,80
2026-05-15 13F Royal Bank Of Canada 2.091.328 -5,07 547.761 -3,61
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2026-04-14 13F Patriot Investment Management Inc. 99.375 -1,71 26.028 -0,20
2026-04-07 13F Orgel Wealth Management, LLC 33.799 -1,12 8.853 0,40
2026-04-27 13F Td Private Client Wealth Llc 56.364 -1,11 14.763 0,41
2026-05-15 13F CI Private Wealth, LLC 548.068 -3,69 143.228 -2,44
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