VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF - Institutionelles Eigentümerschaft - Verkäufer

Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
US ˙ ARCA ˙ US9219088443

Institutionelle und Fonds-Eigentümerschaft - Verkäufer

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

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)		 Aktien Δ Aktien
(%)		 Gemeldeter
Wert
($1000)		 Δ Wert
(%)		 Port Alloc
(%)
2026-05-13 13F Signature Equity Partners, LLC 656 -3,24 141 -5,37
2026-05-12 13F M Holdings Securities, Inc. 31.716 -1,92 7 -14,29
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-04-23 13F West Bancorporation Inc 9.710 -13,55 2.088 -15,40
2026-04-14 13F Nova Wealth Management, Inc. 28 -17,65 6 -14,29
2026-04-21 13F Grey Fox Wealth Advisors, LLC 1.855 -3,94 399 -6,13
2026-05-08 13F Equity Wealth Partners, LLC 11.251 -3,59 2.420 -5,66
2026-05-15 13F Wellspring Financial Advisors, LLC 11.591 -5,60 2.493 -7,70
2026-04-30 13F Private Trust Co Na 14.666 -0,45 3.154 -2,59
2026-05-12 13F Gouws Capital LLC 13.542 -6,72 2.912 -8,71
2026-01-07 13F Tealwood Asset Management Inc 0 -100,00 0
2026-04-06 13F Trust Co of the South 975 -20,80 210 -22,59
2026-05-06 13F Main Street Group, LTD 1.467 -4,31 315 -6,25
2026-04-28 13F Private Wealth Partners, LLC 0 -100,00 0
2026-04-15 13F marrick wealth, LLC 1.367 -34,72 294 -36,30
2026-04-14 13F HighRoad Wealth Advisors, LLC 4.223 -0,96 908 -3,09
2026-05-15 13F Vance Wealth, Inc. 0 -100,00 0
2026-04-23 13F Unify Financial Advisors 4.580 -1,08 985 -3,24
2026-05-13 13F BCJ Capital Management, LLC 47.055 -24,58 10.120 -26,20
2026-05-13 13F Heritage Trust Co 18.514 -2,62 3.982 -4,72
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-05-15 13F Cardiff Park Advisors, Llc 21.449 -34,54 4.613 -35,95
2026-04-13 13F Ledgewood Wealth Advisors, LLC 5.426 -5,14 1.167 -7,24
2026-05-05 13F Schwallier Wealth Management LLC 2.381 -21,86 512 -24,93
2026-04-30 13F Mascoma Wealth Management LLC 10.047 -75,10 2.161 -75,64
2026-05-15 13F Wexford Capital Lp 0 -100,00 0
2026-04-02 13F Lvm Capital Management Ltd/mi 4.016 -5,31 1
2026-05-13 13F Forum Private Client Group LLC 23.728 -4,48 5.103 -6,54
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 60.841 -5,93 13.085 -7,95
2026-05-14 13F Van Hulzen Asset Management, LLC 10.880 -7,24 2.340 -9,24
2026-05-12 13F/A Signature Securities Group Corporation 25.468 -9,75 5.477 -11,69
2026-04-08 13F NorthCrest Asset Manangement, LLC 996 -4,78 215 -7,33
2026-04-16 13F Montecito Bank & Trust 13.779 -2,70 2.963 -4,79
2026-04-15 13F Spirit Of America Management Corp/ny 1.988 -12,50 444 -13,14
2026-05-05 13F Atria Investments Llc 6.018 -17,15 1.294 -18,92
2026-04-23 13F Seek First Inc. 2.423 -18,47 521 -20,21
2026-05-11 13F Elevation Wealth Management LLC 1.166 -0,26 251 -2,34
2026-05-13 13F Fusion Capital, LLC 100.421 -1,74 21.596 -3,85
2026-04-20 13F Watchman Group, Inc. 1.088 -7,87 234 -10,04
2026-05-13 13F Lido Advisors, LLC 99.483 -4,17 21.395 -5,05
2026-01-20 13F Austin Private Wealth, LLC 6.410 -0,36 1.409 1,44
2026-04-29 13F Sageworth Trust Co 1.159 -3,66 249 -5,68
2026-05-04 13F Retirement Planning Group 97.861 -11,14 21.046 -13,06
2026-04-22 13F tru Independence LLC 1.928 -17,00 415 -18,82
2026-04-22 13F Nicholson Meyer Capital Management, Inc. 12.094 -4,35 2.601 -6,41
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-20 13F/A Arete Wealth Advisors, LLC 28.029 -1,84 6.024 100.300,00
2026-05-15 13F CSM Advisors, LLC 20.400 -3,32 4 0,00
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 14.669 -0,44 3.155 -2,59
2026-04-15 13F Signature Estate & Investment Advisors Llc 64.288 -0,05 13.826 -2,19
2026-04-09 13F Pacifica Partners Inc. 858 -27,84 184 -29,77
2026-05-15 13F MAI Capital Management 976.020 -2,08 209.903 -4,18
2026-05-04 13F First Growth Capital LLC 3.428 -1,92 739 -7,74
2026-04-22 13F Essential Planning, LLC. 2.667 -12,64 574 -14,61
2026-05-12 13F Vaughan David Investments Inc/il 4.152 -0,26 1
2026-05-14 13F Fortis Advisors, LLC 23.388 -8,25 5.030 -10,23
2026-05-05 13F Prosperity Consulting Group, LLC 32.290 -2,14 6.944 -4,23
2026-05-06 13F Windward Private Wealth Management Inc. 36.111 -1,01 7.766 -3,13
2026-04-24 13F Bellevue Asset Management, Llc 583 -7,75 125 -10,07
2026-05-01 13F Arq Wealth Advisors, Llc 7.928 -0,38 1.705 -2,52
2026-05-14 13F BTG Pactual Asset Management US LLC 5.941 -0,74 1.278 4,33
2026-04-30 13F Left Brain Wealth Management, LLC 1.250 -49,92 269 -51,09
2026-05-04 13F Bleakley Financial Group, LLC 35.537 -3,63 7.643 -5,70
2026-05-07 13F D'Orazio & Associates, Inc. 15.420 -5,49 3.316 -7,50
2026-05-12 13F Teachers Insurance & Annuity Association Of America 0 -100,00 0
2026-04-22 13F MN Wealth Advisors, LLC 2.169 -2,43 466 -4,51
2026-04-23 13F Dupree Financial Group, LLC 16.120 -1,15 3.467 -3,29
2026-04-15 13F Archford Capital Strategies, LLC 13.784 -3,26 2.964 -5,33
2026-04-15 13F Cypress Wealth Services, LLC 22.428 -0,71 4.823 -2,84
2026-05-13 13F NewEdge Wealth, LLC 105.375 -3,99 22.662 -6,05
2026-05-11 13F Viawealth, Llc 4.653 -11,86 1.001 -13,79
2026-05-11 13F Haverford Trust Co 402.828 -0,03 86.632 -2,18
2026-05-14 13F St. Louis Trust Co 3.225 -16,67 694 -18,47
2026-04-21 13F Trevian Wealth Management LLC 5.835 -14,47 1.255 -16,34
2026-04-16 13F Rockland Trust Co 6.090 -6,67 1.310 -8,72
2026-05-07 13F Agf Management Ltd 128.678 -0,59 27.673 -2,73
2026-05-13 13F Tobias Financial Advisors, Inc. 13.025 -13,31 2.801 -15,15
2026-04-22 13F Asset Allocation Strategies LLC 7.260 -23,16 1.561 -24,81
2026-04-29 13F Am Investment Strategies Llc 3.686 -6,52 1
2026-05-06 13F HighMark Wealth Management LLC 208 -1,42 45 -4,35
2026-05-13 13F Sherman Porfolios, Llc 0 -100,00 0
2026-05-13 13F Heritage Wealth Advisors 34.001 -20,19 7.312 -21,91
2026-04-23 13F Impact Partnership Wealth, LLC 1.345 -7,11 289 -9,12
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 9.167 -4,63 1.972 -6,68
2026-05-06 13F Assetmark, Inc 11.020 -31,51 2.370 -33,00
2026-05-18 13F Edgestream Partners, L.P. 1.248 -55,25 268 -56,21
2026-05-13 13F AE Wealth Management LLC 41.397 -22,20 8.903 -23,88
2026-04-20 13F Ronald Blue Trust, Inc. 8.894 -49,37 1.913 -50,47
2026-04-29 13F Advance Capital Management, Inc. 942 -1,77 203 -3,81
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-05-05 13F Collaborative Wealth Managment Inc. 4.946 -13,29 1.064 -15,16
2026-05-08 13F Highview Capital Management LLC/DE/ 5.474 -8,99 1.177 -10,90
2026-05-15 13F Wimmer Associates 1, Llc 47.308 -0,48 10.174 -2,61
2026-05-08 13F Resources Investment Advisors, LLC. 100.684 -1,01 21.653 -3,14
2026-05-04 13F Ktf Investments, Llc 0 -100,00 0
2026-05-13 13F Pinnacle Financial Group, LLC / IL 27.228 -0,88 5.856 -3,01
2026-04-16 13F Johnson Bixby & Associates, LLC 9.379 -13,25 2.017 -15,15
2026-05-13 13F Philadelphia Trust Co 21.878 -1,80 5 0,00
2026-05-05 13F Clarity Asset Management, Inc. 125 -72,77 27 -74,00
2026-05-11 13F Integrity Advisory Solutions, LLC 2.405 -11,65 517 -13,55
2026-04-22 13F Coston, McIsaac & Partners 104.250 -2,40 22 -4,35
2026-04-20 13F Chatham Capital Group, Inc. 58.335 -0,98 12.546 -3,11
2026-05-01 13F Martel Wealth Advisors Inc 75.362 -3,09 16.207 -5,17
2026-02-13 13F Barclays Plc 2.670 -62,61 587 -61,95
2026-04-16 13F Davis Capital Management 278 -8,55 60 -10,61
2026-05-11 13F MCF Advisors LLC 24.143 -1,22 5.192 -3,33
2026-05-01 13F Luminvest Wealth Management LLC 5.800 -0,62 1.247 -2,73
2026-04-27 13F Tsfg, Llc 5.336 -0,30 1 0,00
2026-04-16 13F Westmount Partners, LLC 4.313 -2,55 928 -4,63
2026-05-14 13F Stonebridge Capital Advisors LLC 1.324 -17,71 285 -19,55
2026-05-05 13F Williams Jones Wealth Management, LLC. 11.069 -0,46 2.380 -2,58
2026-04-13 13F Fiduciary Financial Group, Llc 27.986 -2,25 6.019 -4,35
2026-05-04 13F Nwam Llc 34.472 -2,26 7.414 -5,73
2026-04-29 13F Virginia Wealth Management Group, Inc. 0 -100,00 0
2026-05-15 13F Balyasny Asset Management Llc 0 -100,00 0
2026-05-05 13F Newbridge Financial Services Group, Inc. 1.143 -32,05 246 -33,60
2026-05-05 13F Journey Advisory Group, LLC 74.267 -2,29 15.972 -4,39
2026-05-28 13F Henshaw Capital LLC 0 -100,00 0 -100,00
2026-04-24 13F Patten Group, Inc. 8.873 -0,43 1.908 -2,55
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 99.950 -0,44 21.495 -2,57
2026-04-06 13F CX Institutional 2.408 -15,03 1
2026-04-17 13F Krilogy Financial LLC 21.010 -7,08 4.725 -6,95
2026-04-28 13F Howe & Rusling Inc 1.143 -12,41 246 -14,34
2026-05-07 13F BlueStem Wealth Partners, LLC 3.633 -7,72 781 -9,71
2026-04-22 13F Oak Harvest Investment Services 62.250 -3,10 13.388 -5,18
2026-04-16 13F Cambridge Advisors Inc. 33.847 -1,40 7.279 -3,51
2026-04-24 13F Ledyard National Bank 28.991 -4,99 6.235 -7,04
2026-05-07 13F Ironwood Investment Counsel, LLC 7.096 -6,77 1.526 -8,73
2026-04-17 13F Hanson & Doremus Investment Management 3.517 -0,34 1
2026-05-12 13F Cascade Financial Partners, LLC 41.959 -1,39 9.024 -3,51
2026-04-14 13F Wealthcare Advisory Partners LLC 101.003 -9,80 21.722 -11,74
2026-02-12 13F Commonwealth Equity Services, Llc 2.571.410 -9,39 565.144 92.243,79
2026-04-17 13F CENTRAL TRUST Co 88.246 -2,74 18.978 -4,82
2026-04-21 13F Avaii Wealth Management, Llc 3.684 -1,76 792 -3,88
2026-05-13 13F Anson Capital, Inc. 4.192 -1,46 902 -3,53
2026-05-14 13F Pinnacle Financial Partners, Inc. 146.567 -7,27 31.528 -9,25
2026-02-13 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-12 13F Carr Financial Group Corp 113.815 -5,12 24.477 -7,15
2026-04-17 13F Bell Investment Advisors, Inc 19.046 -0,62 4.096 -2,78
2026-04-16 13F Consolidated Planning Corp 8.065 -74,40 1.734 -74,96
2026-04-16 13F Triad Wealth Partners, LLC 2.087 -7,90 449 -10,04
2026-04-22 13F Clarity Wealth Development LLC 3.017 -9,07 649 -11,11
2026-05-14 13F Modern Wealth Management, LLC 46.029 -6,97 9.928 -8,71
2026-05-05 13F Total Wealth Planning & Management, Inc. 0 -100,00 0
2026-02-13 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-04-06 13F Highline Wealth Partners Llc 97 -17,09 21 -20,00
2026-04-23 13F Balanced Wealth Group Llc 2.506 -34,23 539 -34,87
2026-04-29 13F Alliance Wealth Management Group 2.741 -8,66 589 -10,62
2026-05-11 13F Smith Partners Wealth Management, LLC 19.386 -8,26 4.169 -10,23
2026-04-22 13F DDFG, Inc 57.993 -4,24 12.472 -6,30
2026-04-07 13F Myecfo, Llc 2.214 -0,81 476 -2,86
2026-04-24 13F Axis Wealth Partners, LLC 16.090 -0,06 3.460 -2,20
2026-04-27 13F Actinver Wealth Management, Inc. 1.588 -33,33 342 -34,80
2026-04-22 13F Hartmann Taylor Wealth Management, LLC 7.154 -11,60 1.539 -13,50
2026-05-08 13F Fortis Group Advisors, LLC 3.230 -43,26 730 -42,69
2026-04-10 13F Impact Capital Partners LLC 8.089 -2,59 1.740 -4,71
2026-05-15 13F Strive Financial Group ,LLC 2.470 -6,05 531 -7,97
2026-04-15 13F Raub Brock Capital Management LP 4.476 -95,05 963 -95,16
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 6.145 -2,31 1.322 -4,41
2026-04-15 13F Aventus Investment Advisors, Inc. 3.674 -1,82 790 -3,89
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 4.617 -39,28 993 -40,63
2026-04-15 13F Occidental Asset Management, LLC 4.675 -0,51 1.005 -2,62
2026-05-01 13F Ring Mountain Capital, LLC 3.696 -1,81 1
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 0 -100,00 0
2026-04-14 13F Howland Capital Management Llc 3.212 -0,28 691 -2,40
2026-04-10 13F Quaker Wealth Management, LLC 5.622 -4,66 1.209 -6,71
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 2.250 -3,23 484 -5,29
2026-01-30 13F Canandaigua National Bank & Trust Co 4.345 -0,57 955 1,17
2026-05-14 13F Renaissance Technologies Llc 9.700 -38,99 2.086 -40,30
2026-05-05 13F Mjp Associates Inc /adv 268.372 -8,76 57.716 -10,72
2026-04-14 13F Legacy Trust 5.477 -2,06 1.178 -4,23
2026-05-14 13F Manhattan West Asset Management, LLC 6.547 -1,49 1.408 -3,63
2026-05-11 13F Pathstone Holdings, LLC 196.817 -7,58 42.327 -9,57
2026-05-08 13F Darden Wealth Group Inc 1.353 -1,31 291 -3,32
2026-04-08 13F Olistico Wealth, LLC 205 -33,66 44 -35,82
2026-05-11 13F Federated Hermes, Inc. 0 -100,00 0
2026-05-15 13F Pettyjohn, Wood & White, Inc 64.673 -1,05 13.908 -3,17
2026-04-29 13F/A Salem Investment Counselors Inc 25.919 -5,30 5.574 -7,33
2026-05-04 13F Chicago Partners Investment Group LLC 38.312 -6,53 8.700 -4,89
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1.205 -0,82 259 -3,00
2026-04-21 13F Sugar Maple Asset Management, LLC 13.125 -11,14 2.823 -13,06
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 9.290 -19,85 1.998 -21,59
2026-04-28 13F Dividend Asset Capital, Llc 1.854 -10,04 399 -12,14
2026-04-16 13F Klaas Financial Asset Advisors, LLC 14.447 -89,23 3.107 -89,47
2026-04-13 13F Pettinga Financial Advisors, LLC 4.350 -1,56 935 -3,71
2026-05-15 13F NorthRock Partners, LLC 49.661 -3,38 10.680 -5,45
2026-04-21 13F Topsail Wealth Management, LLC 3.648 -1,33 785 -3,45
2026-05-14 13F Financial Network Wealth Advisors LLC 0 -100,00 0
2026-05-11 13F Wealth Dimensions Group, Ltd. 5.222 -0,42 1.123 -2,52
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 8.629 -1,97 1.856 -4,08
2026-04-21 13F OneAscent Wealth Management LLC 3.324 -1,60 715 -3,77
2026-04-30 13F Accredited Investors Inc. 4.470 -14,27 961 -16,14
2026-05-06 13F Hartland & Co., LLC 152.452 -12,70 32.786 -14,57
2026-04-15 13F Motive Wealth Advisors 69.171 -7,24 14.876 -9,23
2026-04-27 13F Mosley Wealth Management 1.068 -15,44 230 -16,36
2026-04-23 13F Daviman Financial, LLC 0 -100,00 0
2026-04-24 13F Financial Life Planners 2.998 -15,83 645 -17,65
2026-05-12 13F Vines Capital Management, LLC 1.848 -6,76 397 -8,74
2026-05-08 13F Dash Acquisitions Inc. 1.297 -2,41 295 -2,33
2026-04-09 13F Acropolis Investment Management, LLC 1.934 -0,77 416 -2,80
2026-04-20 13F Triangle Securities Wealth Management 1.141 -1,98 245 -3,92
2026-04-30 13F Csenge Advisory Group 31.467 -2,97 6.767 -5,05
2026-04-10 13F Linden Thomas Advisory Services, LLC 0 -100,00 0
2026-04-22 13F Bravera Wealth 22.731 -6,40 4.889 -8,41
2026-05-05 13F Wealthfront Advisers Llc 8.997.146 -8,93 1.934.926 -10,88
2026-05-07 13F Continuum Wealth Advisors, Llc 1.449 -7,94 312 -9,86
2026-05-01 13F Brightwater Advisory LLC 28.895 -0,30 6.214 -2,43
2026-04-24 13F Kropog Financial Group, LLC 1.728 -6,49 372 -8,62
2026-05-14 13F Seven Springs Wealth Group, LLC 27.575 -0,26 5.930 -2,40
2026-04-22 13F Red Door Wealth Management, LLC 1.071 -4,72 230 -6,88
2026-04-28 13F Astoria Portfolio Advisors LLC. 1.681 -7,18 380 -7,11
2026-04-27 13F JB Capital LLC 2.439 -21,78 525 -23,50
2026-04-15 13F 21 West Wealth Management LLC 15.407 -13,39 3.313 -15,25
2026-05-12 13F Index Fund Advisors, Inc. 1.648 -16,26 354 -18,06
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-05-13 13F Redwood Family Wealth LLC 5.780 -2,23 1.243 -4,31
2026-04-29 13F Saxon Interests, Inc. 10.250 -0,75 2.204 -2,86
2026-05-11 13F Meridian Wealth Advisors, LLC 61.520 -2,05 13.231 -4,15
2026-05-15 13F Kcm Investment Advisors Llc 18.953 -1,64 4.076 -3,76
2026-04-24 13F Northwest Financial Advisors 1.924 -35,95 414 -37,42
2026-04-21 13F Vigil Wealth Management, LLC 1.052 -3,40 226 -5,44
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-13 13F Peck Wealth Management, LLC 9.006 -6,73 1.937 -8,77
2026-02-13 13F Archetype Wealth Partners 0 -100,00 0
2026-05-14 13F Bridgewater Advisors Inc. 37.244 -1,47 8.517 0,64
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-04-23 13F Walleye Partners, LLC 1.095 -3,78 235 -6,00
2026-05-13 13F Capital CS Group, LLC 0 -100,00 0
2026-04-22 13F Motco 8.670 -33,10 1.865 -34,55
2026-04-24 13F Secured Retirement Advisors, Llc 0 -100,00 0
2026-05-11 13F American Money Management, LLC 2.991 -0,33 643 -2,43
2026-04-28 13F Philip James Wealth Mangement, LLC 0 -100,00 0
2026-05-04 13F Rps Advisory Solutions Llc 3.021 -6,33 650 -8,33
2026-04-21 13F Christine Messmer Pc 2.898 -25,29 623 -26,88
2026-04-28 13F St. Johns Investment Management Company, LLC 380 -24,75 82 -26,36
2026-05-04 13F Nadler Financial Group, Inc. 7.329 -4,43 1.576 -6,47
2026-05-01 13F Financial Alternatives, Inc 2.773 -1,94 596 -4,03
2026-04-21 13F Foster & Motley Inc 3.295 -3,20 1
2026-05-20 13F Leigh Baldwin & Co., Llc 1.497 -2,16 322 -4,46
2026-04-17 13F Nautilus Advisors LLC 3.521 -8,07 757 -9,99
2026-05-04 13F Cfo Capital Management Llc 2.671 -8,71 563 -12,60
2026-04-30 13F Fortune Financial Advisors, LLC 2.954 -8,20 635 -10,18
2026-04-08 13F Quantum Financial Advisors, LLC 1.685 -2,99 362 -4,99
2026-04-23 13F SageGuard Financial Group, LLC 2.330 -6,43 501 -8,41
2026-05-07 13F Regimen Wealth, Llc 2.258 -9,90 486 -11,82
2026-05-08 13F Clarion Wealth Managment Partners, LLC 1.621 -2,76 349 -4,92
2026-04-08 13F Miracle Mile Advisors, LLC 61.594 -17,91 13.246 -19,67
2026-05-01 13F Connecticut Wealth Management, LLC 189.726 -0,17 40.802 -2,31
2026-04-17 13F LMG Wealth Partners, LLC 1.893 -19,21 407 -20,82
2026-04-22 13F Apollon Wealth Management, LLC 38.662 -2,68 8.315 -4,78
2026-04-28 13F Tempus Wealth Planning, LLC 23.205 -2,92 4.990 -5,01
2026-04-17 13F Investment Advisory Services Inc /tx /adv 161.301 -0,76 34.689 -2,89
2026-05-14 13F Safeguard Investment Advisory Group, LLC 16.794 -6,95 3.612 -8,95
2026-05-06 13F Oxford Financial Group Ltd 3.221 -1,83 693 -4,02
2026-04-15 13F Iams Wealth Management, Llc 0 -100,00 0
2026-05-11 13F Berkshire Asset Management Llc/pa 2.148 -0,74 462 -2,95
2026-02-06 13F Orin Green Financial, LLC 0 -100,00 0
2026-04-20 13F McKinley Carter Wealth Services, Inc. 0 -100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 7.624 -1,84 1.640 -3,98
2026-02-13 13F Capital Square, LLC 0 -100,00 0
2026-05-11 13F Citigroup Inc 201.422 -5,49 43.318 -7,52
2026-04-17 13F Presilium Private Wealth, Llc 1.987 -2,84 427 -4,90
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-01-23 13F Robbins Farley Llc 0 -100,00 0
2026-05-08 13F Everett Harris & Co /ca/ 6.720 -0,30 1.445 -2,43
2026-05-04 13F Archer Investment Corp 17.037 -9,92 3.664 -11,86
2026-04-22 13F Pasadena Private Wealth, LLC 0 -100,00 0
2026-04-22 13F Bluesphere Advisors, LLC 6.912 -3,29 1.486 -5,35
2026-05-04 13F Avantax Planning Partners, Inc. 174.460 -22,55 37.519 -24,21
2026-05-15 13F IMG Wealth Management, Inc. 1.240 -44,49 267 -45,82
2026-04-20 13F Trust Co Of Oklahoma 2.475 -15,01 532 -16,74
2026-04-20 13F Leeward Financial Partners, LLC 12.551 -0,08 2.699 -2,21
2026-05-06 13F Arcus Capital Partners, LLC 3.506 -6,66 754 -8,73
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-15 13F Wealth Analytics Partners, LLC 57.720 -1,57 12.413 -3,68
2026-04-14 13F Jeppson Wealth Management, Llc 1.997 -5,22 429 -7,34
2026-05-11 13F TD Capital Management LLC 187.074 -0,56 40.232 -2,69
2026-04-29 13F Odyssey Capital Advisors, Inc. 6.860 -13,99 1.475 -15,81
2026-04-08 13F Gillespie Robinson & Grimm Inc 24.437 -6,07 5.255 -8,10
2026-05-14 13F Institute for Wealth Management, LLC. 6.117 -3,27 1.316 -5,33
2026-05-08 13F Wealthedge Investment Advisors, Llc 984 -44,75 212 -46,04
2026-02-05 13F Tucker Asset Management Llc 549 -9,26 121 -7,69
2026-04-23 13F Summit Investment Advisory Services, LLC 2.717 -10,30 584 -12,18
2026-04-29 13F Demars Financial Group, LLC 2.146 -2,50 461 -4,55
2026-06-03 13F/A Wealthquest Corp 3.329 -0,72 716 -2,85
2026-05-06 13F Brio Consultants, LLC 38.697 -7,97 8.857 -4,16
2026-05-13 13F Jaffetilchin Investment Partners, LLC 8.087 -3,79 1.739 -5,85
2026-04-15 13F Optivise Advisory Services LLC 936 -0,21 201 -2,43
2026-04-29 13F Centerpoint Advisory Group 25.182 -0,13 5.416 -2,27
2026-05-11 13F RWM Asset Management, LLC 60.201 -0,25 12.947 -4,48
2026-01-12 13F Rialto Wealth Management, LLC 0 -100,00 0
2026-05-18 13F Arkadios Wealth Advisors 63.632 -12,57 13.685 -14,45
2026-04-13 13F Farrell Financial LLC 16.121 -3,09 3.467 -5,17
2026-04-16 13F Capital Advisors, Ltd. LLC 141.847 -2,23 31 -3,23
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-05-01 13F Diversify Wealth Management, Llc 19.295 -8,29 4.353 -7,95
2026-04-09 13F Teamwork Financial Advisors, LLC 1.758 -2,44 378 -4,55
2026-01-26 13F Nottingham Advisors, Inc. 0 -100,00 0
2026-04-21 13F Trust Co Of Virginia /va 3.892 -6,93 837 -8,92
2026-05-04 13F Bridges Investment Management Inc 3.838 -29,25 825 -30,79
2026-04-24 13F Family Investment Center, Inc. 69.163 -2,28 14.874 -4,38
2026-04-23 13F Capital Management Corp /va 990 -10,00 213 -12,03
2026-04-21 13F Morton Capital Management LLC/CA 23.056 -0,63 4.958 -2,77
2026-05-01 13F Anchor Investment Management, LLC 12.608 -0,40 2.711 -2,55
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0 -100,00
2025-12-17 13F Alternative Investment Advisors, LLC. 0 -100,00 0
2026-04-16 13F EdgeRock Capital LLC 3.907 -8,48 840 -10,45
2026-04-22 13F Yoder Wealth Management, Inc. 28.315 -6,94 6.089 -8,94
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1.147.118 -27,06 247.585 -29,74
2026-05-15 13F Alliancebernstein L.p. 5.566 -2,91 1.223 -2,86
2026-05-11 13F Umb Bank N A/mo 21.397 -1,38 4.602 -3,50
2026-05-12 13F D.B. Root & Company, LLC 76.501 -1,77 16.452 -3,88
2026-05-06 13F Aviance Capital Partners, LLC 12.882 -0,69 2.770 -2,81
2026-04-29 13F Rockwood Wealth Management, LLC 4.581 -0,59 985 -2,67
2026-04-30 13F Manske Wealth Management 1.980 -11,21 426 -13,27
2026-05-14 13F Proficio Capital Partners LLC 3.230 -56,42 695 -57,37
2026-04-23 13F Littlejohn Financial Services, Inc. 5.911 -1,52 1.271 -3,64
2026-05-06 13F Tyche Wealth Partners LLC 14.360 -79,08 3.088 -79,53
2026-02-17 13F SageView Advisory Group, LLC 11.919 -31,41 2.620 -30,14
2026-05-13 13F Mairs & Power Inc 2.300 -3,24 495 -5,36
2026-04-29 13F WealthPlan Investment Management, LLC 3.737 -19,62 804 -21,35
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 7.821 -8,45 1.682 -10,44
2026-05-13 13F Capital Wealth Alliance, LLC 2.465 -0,44 530 -6,69
2026-04-27 13F Qrg Capital Management, Inc. 13.614 -4,21 2.928 -6,28
2026-05-14 13F Capital Analysts, Inc. 53.546 -6,30 12 -8,33
2026-05-12 13F Pacific Center for Financial Services 2.002 -12,31 430 -12,60
2026-05-15 13F Nikulski Financial, Inc. 41.513 -49,35 8.928 -50,44
2026-05-08 13F Russell Investments Group, Ltd. 3.353 -11,30 721 -13,25
2026-05-11 13F Thompson Siegel & Walmsley Llc 3.341 -0,65 1
2026-05-07 13F Planning Alternatives Ltd /adv 18.883 -92,94 4.061 -93,10
2026-05-11 13F Daymark Wealth Partners, Llc 6.227 -3,93 1.339 -5,97
2026-05-14 13F Orion Capital Management LLC 38.248 -9,81 8.226 -11,75
2026-04-20 13F ABLE Financial Group, LLC 2.266 -8,92 487 -10,81
2026-04-27 13F Cresta Advisors, Ltd. 0 -100,00 0
2026-04-21 13F Venturi Wealth Management, LLC 17.283 -0,74 3.717 -2,88
2026-05-08 13F New England Private Wealth Advisors LLC 220.861 -2,26 47.498 -4,36
2026-04-20 13F Focused Wealth Management, Inc 2.379 -1,45 512 -3,58
2026-05-07 13F Cutler Investment Counsel Llc 8.405 -1,19 1.808 -3,32
2026-01-22 13F DDD Partners, LLC 0 -100,00 0
2026-05-01 13F Cdkv Holdings Llc 8.091 -2,12 1.740 -4,24
2026-05-12 13F Baker Avenue Asset Management, LP 2.504 -22,14 539 -23,80
2026-04-02 13F Collective Family Office Llc 8.341 -25,09 1.794 -26,73
2026-04-21 13F Narus Financial Partners, LLC 1.774 -3,32 382 -5,46
2026-05-07 13F Advisor OS, LLC 276.339 -8,91 59.429 -10,86
2026-04-03 13F Adirondack Trust Co 1.214 -5,16 261 -7,12
2026-05-14 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 21.531 -1,08 4.631 -3,20
2026-04-24 13F Flagship Private Wealth, LLC 1.622 -20,10 349 -21,97
2026-05-04 13F Citizens National Bank Trust Department 13.239 -1,49 2.847 -3,59
2026-05-15 13F AIMZ Investment Advisors, LLC 11.482 -4,65 2.469 -6,69
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-04-21 13F Fullerton Advisors, LLC 35.851 -2,62 7.710 -4,71
2026-04-14 13F Affiance Financial, LLC 13.915 -0,17 2.993 -2,32
2026-04-17 13F Aspire Growth Partners LLC 2.382 -1,53 512 -3,58
2026-05-05 13F Donalies Financial Planning, LLC 2.238 -24,24 481 -25,89
2026-04-14 13F Nbc Securities, Inc. 10.418 -9,65 2.241 -11,60
2026-04-28 13F Walkner Condon Financial Advisors LLC 12.798 -2,62 2.752 -4,71
2026-04-16 13F Scott & Selber, Inc. 27.127 -4,75 5.834 -6,81
2026-05-11 13F Howard Wealth Management, Llc 26.607 -1,79 5.722 -3,90
2026-04-30 13F Simplicity Wealth,LLC 9.846 -8,57 2.117 -10,52
2026-04-27 13F Lodestar Private Asset Management Llc 119.216 -2,60 25.639 -4,69
2026-04-08 13F West Financial Advisors, LLC 37.203 -1,99 8.001 -4,10
2026-05-05 13F Ethos Financial Group, LLC 6.300 -0,19 1.355 -2,38
2026-05-05 13F Prospect Financial Group LLC 3.655 -1,35 786 -3,44
2026-05-13 13F Calton & Associates, Inc. 5.610 -6,12 1.206 -8,15
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 6.969 -74,49 1.499 -75,04
2026-04-14 13F Prospera Financial Services Inc 45.110 -3,69 9.708 -5,75
2026-04-16 13F Global Wealth Management, LLC 51.175 -3,63 11.006 -5,70
2026-05-11 13F Grantvest Financial Group LLC 1.487 -0,40 320 -2,74
2026-04-17 13F Ambassador Advisors, LLC 1.922 -0,67 413 -2,82
2026-05-14 13F Rockefeller Capital Management L.P. 824.486 -0,51 177.314 -2,65
2026-05-14 13F First Long Island Investors, LLC 0 -100,00 0
2026-04-21 13F Trilogy Capital Inc. 3.966 -0,68 853 -2,85
2026-05-14 13F Joseph P. Lucia & Associates, LLC 12.275 -0,36 2.640 -2,51
2026-04-27 13F Flagstone Financial Management 3.190 -4,23 686 -6,42
2026-04-23 13F waypoint wealth counsel 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 132.258 -0,47 28.443 -2,61
2026-04-24 13F Able Wealth Management LLC 2.915 -2,67 627 -4,86
2026-04-28 13F Busey Wealth Management 6.226 -3,99 1.339 -6,11
2026-04-20 13F Benedict Financial Advisors Inc 16.464 -2,44 3.541 -4,53
2026-05-14 13F Financial Engines Advisors L.L.C. 20.488 -3,37 4.406 -5,43
2026-04-15 13F Paragon Capital Management Ltd 302.201 -2,10 64.992 -4,21
2026-05-07 13F Rational Advisors Llc 176.111 -1,25 37.874 -3,37
2026-04-22 13F JNBA Financial Advisors 92.589 -3,77 19.912 -5,84
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-17 13F Essex Savings Bank 6.799 -3,55 1.462 -5,62
2026-05-11 13F Founders Financial Alliance, LLC 9.906 -0,67 2.130 -2,78
2026-04-27 13F Proathlete Wealth Management Llc 31 -91,09 7 -92,11
2026-04-28 13F Kiley Juergens Wealth Management, Llc 19.183 -1,19 4.125 -3,33
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.745 -2,57 375 -4,58
2026-04-10 13F Centurion Wealth Management LLC 21.466 -0,89 4.616 -3,03
2026-05-15 13F Ancora Advisors, LLC 72.581 -1,43 15.609 -3,55
2026-05-07 13F Beta Wealth Group, Inc. 4.681 -6,40 1.007 -8,46
2026-04-20 13F Breakwater Capital Group 2.489 -1,03 535 -3,08
2026-05-13 13F Syon Capital Llc 44.680 -37,17 9.609 -38,52
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 3.788 -62,23 867 -60,71
2026-04-29 13F Axxcess Wealth Management, Llc 21.857 -5,26 4.701 -7,30
2026-02-03 13F Alpha Cubed Investments, LLC 39.650 -4,57 8.714 -2,80
2026-05-06 13F Atlantic Trust, LLC 333 -53,03 72 -54,19
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 30.119 -8,83 6 -14,29
2026-04-27 13F Denver Wealth Management, Inc. 2.050 -0,29 441 -2,44
2026-05-06 13F Private Wealth Asset Management, LLC 1.819 -6,24 391 -8,22
2026-04-30 13F First Horizon Corp 41.102 -2,98 8.839 -5,07
2026-05-08 13F Elevation Capital Advisory, LLC 0 -100,00 0
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 10.720 -4,70 2.305 -6,76
2026-05-18 13F Claris Financial LLC 5.372 -1,79 1.155 -3,91
2026-05-05 13F Cullen/frost Bankers, Inc. 4.088 -71,54 879 -72,15
2026-05-08 13F Maple Capital Management, Inc. 4.623 -2,63 994 -4,70
2026-04-24 13F Innova Wealth Partners 15.901 -7,73 3.420 -9,72
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 177.168 -1,32 38.102 -3,44
2026-04-17 13F Prentice Wealth Management LLC 46.533 -0,06 10.007 -2,21
2026-05-13 13F Fiduciary Family Office, Llc 5.766 -7,21 1.240 -9,16
2026-01-27 13F Davies Financial Advisors, Inc. 0 -100,00 0
2026-05-13 13F Bank Of Montreal /can/ 686.798 -8,86 147.703 -10,82
2026-04-30 13F Stablepoint Partners, LLC 19.955 -2,88 4.292 -4,96
2026-05-12 13F Omega Financial Group, LLC 1.349 -1,60 290 -3,65
2026-05-08 13F Private Advisory Group LLC 21.421 -0,52 4.607 -2,66
2026-05-13 13F Capital Group Private Client Services, Inc. 2.907 -0,14 625 -2,19
2026-04-16 13F Intergy Private Wealth, LLC 954 -4,12 205 -5,96
2026-04-16 13F Aurora Private Wealth, Inc. 1.925 -6,78 0
2026-04-16 13F ARS Investment Partners, LLC 1.604 -9,89 345 -12,02
2026-05-15 13F Snowwater Investment Partners, Llc 18.850 -9,27 4.054 -11,22
2026-05-15 13F AlphaCore Capital LLC 67.863 -6,46 14.595 -8,47
2026-05-11 13F Blue Bell Private Wealth Management, Llc 2.501 -5,80 538 -7,89
2026-05-13 13F Townsquare Capital Llc 4.641 -3,71 998 -5,76
2026-05-13 13F/A Jpmorgan Chase & Co 3.195.623 -1,51 673.318 -5,58
2026-04-21 13F Chapin Davis, Inc. 1.505 -8,29 323 -10,28
2026-04-27 13F PFG Investments, LLC 24.847 -2,51 5.344 -4,61
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-04-24 13F Means Investment Co., Inc. 1.572 -1,57 338 -3,43
2026-05-04 13F Pacific Point Advisors, LLC 2.109 -57,63 454 -58,59
2026-04-30 13F Financial Freedom, LLC 0 -100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 570.781 -0,80 122.738 -3,74
2026-05-13 13F Parkside Financial Bank & Trust 849 -32,94 183 -34,53
2026-05-07 13F Vision Retirement, LLC 12.225 -0,07 2.629 -2,19
2026-04-22 13F Uniting Wealth Partners, LLC 2.521 -3,37 542 -5,41
2026-05-15 13F Catherine Avery Investment Management LLC 0 -100,00 0
2026-04-28 13F McGinn Investment Management, Inc. 1.154 -8,92 0
2026-04-07 13F Calder Financial LLC 23.014 -1,47 4.964 -3,31
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-02-04 13F Clark Wealth Partners 0 -100,00 0 -100,00
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-05-12 13F Invesco Ltd. 7.484 -7,97 1.610 -9,96
2026-04-10 13F YHB Investment Advisors, Inc. 2.913 -3,64 626 -5,72
2026-05-06 13F Hershey Financial Advisers, LLC 0 -100,00 0
2026-05-14 13F Klingman & Associates, LLC 5.064 -10,77 1.089 -12,67
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 25.199 -6,83 5.419 -8,82
2026-04-23 13F Interchange Capital Partners, LLC 1.963 -6,66 381 -17,75
2026-04-22 13F Wilkins Miller Wealth Management, LLC 14.708 -0,98 3.163 -3,09
2026-05-01 13F Carnegie Capital Asset Management, LLC 95.201 -8,48 20.474 -10,45
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-05-13 13F American Financial Advisors, LLC 173.077 -2,48 37.222 -4,58
2026-04-28 13F Interactive Financial Advisors 26.264 -2,50 5.648 -4,59
2026-04-08 13F RDA Financial Network 6.414 -0,67 1.379 -2,82
2026-05-05 13F HighTower Advisors, LLC 2.351.156 -0,29 505.656 -2,43
2026-04-09 13F Kwmg, Llc 12.756 -2,17 2.743 -4,26
2026-04-08 13F Nestegg Advisors, Inc. 2.032 -0,25 437 -2,46
2026-05-12 13F M&t Bank Corp 139.301 -9,08 29.958 -11,03
2026-04-07 13F Sage Capital Advisors,llc 5.031 -7,13 1.082 -9,16
2026-05-15 13F First Manhattan Co 146.987 -0,23 31.611 -2,37
2026-04-20 13F Brandywine Oak Private Wealth Llc 2.864 -15,81 616 -17,67
2026-05-14 13F StoneX Group Inc. 41.600 -7,91 8.946 -9,88
2026-05-15 13F Laird Norton Trust Company, Llc 20.610 -0,12 4.433 -2,25
2026-04-13 13F Garrett Investment Advisors LLC 11.563 -0,37 2.487 -2,51
2026-05-06 13F Zhang Financial LLC 19.893 -0,40 4.278 -2,53
2026-05-15 13F Asset Management Group, Inc. 76.408 -2,43 16.432 -4,52
2026-04-29 13F Rocky Mountain Advisers, Llc 12.443 -3,28 2.676 -5,38
2026-05-12 13F Financial Network Wealth Management LLC 3.496 -0,34 1
2026-04-21 13F MBE Wealth Management, LLC 2.542 -0,74 547 -2,85
2026-05-11 13F Catalyst Financial Partners Llc 6.692 -0,09 1.439 -2,24
2026-05-11 13F SCS Capital Management LLC 99.206 -9,76 21.335 -11,69
2026-04-08 13F Sandbox Financial Partners, LLC 45.369 -3,21 9.757 -5,29
2026-04-23 13F Catalyst Investment Management LLC 2.335 -58,37 531 -56,90
2026-02-17 13F Main Street Financial Solutions, LLC 51.419 -40,07 11.301 -38,97
2026-05-01 13F Clarity Financial LLC 2.793 -4,90 601 -6,98
2026-05-15 13F Fairview Capital Investment Management, Llc 3.642 -0,14 783 -2,25
2026-04-23 13F PayPay Securities Corp 58 -19,44 13 -13,33
2026-06-03 13F CoreFirst Bank & Trust 17.928 -0,89 3.856 -3,02
2026-05-13 13F Invst, LLC 5.012 -13,93 1.078 -15,79
2026-05-05 13F Putnam Fl Investment Management Co 55.255 -2,11 11.883 -4,21
2026-04-29 13F Sagace Wealth Management LLC 0 -100,00 0
2026-04-23 13F First Pacific Financial 274 -66,67 59 -67,78
2026-05-14 13F Mill Creek Capital Advisors, LLC 17.497 -5,05 3.763 -7,09
2026-05-15 13F Strategies Wealth Advisors, LLC 67.226 -2,24 14.458 -4,35
2026-02-06 13F Callahan Advisors, LLC 0 -100,00 0
2026-05-07 13F Integrated Capital Management, Inc. 41.812 -3,43 8.992 -5,50
2026-04-08 13F Infinity Wealth Counsel, LLC 24.339 -0,23 5.234 -2,37
2026-05-12 13F First American Trust, Fsb 1.089 -20,34 234 -22,00
2026-04-10 13F Armstrong Advisory Group, Inc 14.656 -0,20 3.152 -2,32
2026-04-10 13F First Bank & Trust 2.056 -0,44 442 -2,43
2026-05-01 13F Concord Wealth Partners 1.074 -18,45 231 -20,42
2026-04-08 13F Archer Investment Management, LLC 1.382 -21,30 297 -22,86
2026-04-22 13F Financially in Tune, LLC 9.517 -2,96 2.047 -5,06
2026-05-05 13F LeClair Wealth Partners LLC 0 -100,00 0
2026-05-14 13F Orleans Capital Management Corp/la 1.864 -6,05 401 -8,26
2026-02-10 13F Johnson Financial Group, LLC 0 -100,00 0
2026-04-20 13F Crane Advisory, LLC 137.671 -0,31 30.959 -0,64
2026-05-11 13F REAP Financial Group, LLC 1.207 -18,34 260 -20,06
2026-04-13 13F Hm Payson & Co 51.640 -37,55 11.106 -38,89
2026-02-12 13F CIBC Private Wealth Group, LLC 58.360 -16,45 12.826 -14,91
2026-04-15 13F Perkins Coie Trust Co 5.153 -1,43 1.108 -3,57
2026-04-28 13F Westfuller Advisors, LLC 1.706 -7,98 367 -10,07
2026-04-14 13F Well Done, LLC 6.425 -0,33 1.382 -2,47
2026-04-27 13F Truist Financial Corp 831.224 -3,07 178.763 -5,15
2026-04-23 13F Bigelow Investment Advisors, LLC 50.504 -1,04 10.861 -3,17
2026-04-27 13F FSM Wealth Advisors, LLC 2.563 -6,29 551 -8,32
2026-05-01 13F Coordinated Financial Services, Inc. 0 -100,00 0
2026-05-14 13F Hilltop Holdings Inc. 3.647 -3,06 784 -5,08
2026-04-13 13F CJM Wealth Advisers, Ltd. 10.313 -0,13 2.218 -2,29
2026-04-21 13F Colony Family Offices, LLC 30.821 -1,67 6.628 -3,77
2026-05-14 13F Kilter Group LLC 931 -2,31 200 -4,31
2026-05-15 13F Goldman Sachs Group Inc 698.249 -2,68 150.165 -4,77
2026-04-28 13F Argus Investors' Counsel, Inc. 0 -100,00 0
2026-05-06 13F Durante & Waters, Llc 9.951 -6,11 2.140 -8,12
2026-05-06 13F Kitching Partners, Llc 75.521 -5,09 16.242 -7,13
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 85.861 -10,60 18.465 -12,52
2026-04-28 13F Intelligent Financial Strategies 19.635 -9,53 4.223 -11,47
2026-04-24 13F UMA Financial Services, Inc. 2.342 -0,72 504 -2,90
2026-04-08 13F Oliver Luxxe Assets LLC 12.435 -0,62 2.674 -2,73
2026-04-17 13F Defined Wealth Management, Llc 9.914 -0,34 2.132 -2,47
2026-05-15 13F Barnes Wealth Management Group, Inc 3.821 -21,86 822 -23,56
2026-05-05 13F CPA Asset Management LLC 19.715 -1,34 4.240 -3,46
2026-05-15 13F Family Management Corp 93.105 -0,68 20.023 -2,81
2026-04-10 13F Insight Wealth Strategies, LLC 2.362 -3,28 508 -5,41
2026-02-13 13F Alerus Financial Na 0 -100,00 0
2026-05-13 13F Callan Family Office, LLC 7.018 -1,11 1.509 -3,21
2026-05-11 13F Strategic Wealth Designers 3.044 -16,65 655 -18,45
2026-05-07 13F First Command Advisory Services, Inc. 12.134 -7,65 2.610 -9,63
2026-05-15 13F Royal Bank Of Canada 4.141.560 -0,42 890.683 -2,56
2026-04-21 13F Sensible Money, LLC 1.614 -3,24 347 -5,19
2026-04-23 13F Accurate Wealth Management, LLC 2.062 -46,30 457 -47,16
2026-04-29 13F Clear Point Advisors Inc. 0 -100,00 0
2026-05-07 13F Key Capital Management, INC 288 -16,28 62 -18,67
2026-04-21 13F Creekside Partners 31.051 -3,68 6.678 -5,76
2026-04-28 13F Nbt Bank N A /ny 977 -6,51 210 -1,87
2026-04-24 13F Keystone Global Partners, LLC 5.608 -1,56 1.206 -3,67
2026-05-12 13F Circle Wealth Management, LLC 73.810 -2,72 15.874 -4,82
2026-05-13 13F Choate Investment Advisors 49.254 -2,58 10.593 -4,67
2026-04-23 13F Spinnaker Trust 1.712 -7,61 368 -9,58
2026-05-11 13F Miramar Capital, LLC 12.874 -5,55 2.769 -7,58
2026-05-15 13F Private Capital Management, LLC 17.035 -19,53 3.664 -21,26
2026-02-12 13F Cibc World Markets Corp 17.802 -12,07 3.913 -5,58
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 4.014 -3,67 864 -5,79
2026-05-05 13F Beaumont Financial Advisors, LLC 1.561 -37,71 336 -39,09
2026-05-07 13F S&co Inc 21.632 -0,25 5 0,00
2026-05-11 13F Great Valley Advisor Group, Inc. 76.303 -8,18 16.410 -10,15
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-29 13F Cordatus Wealth Management LLC 0 -100,00 0
2026-04-23 13F Investment Planning Advisors, Inc. 5.332 -6,23 1.147 -8,25
2026-02-11 13F Parallel Advisors, LLC 55.171 -1,94 12.137 -0,03
2026-04-07 13F Blueline Advisors Llc 1.838 -33,24 395 -34,71
2026-05-12 13F Portside Wealth Group, LLC 4.409 -1,85 948 -3,95
2026-04-21 13F Meridian Financial, LLC 10.137 -1,79 2.180 -3,88
2026-04-24 13F Bayban 5.254 -4,75 1.130 -6,85
2026-05-12 13F Wood Tarver Financial Group, LLC 2.890 -20,45 1
2026-05-01 13F One Degree Advisors Inc 30.117 -0,91 6 0,00
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 2.034 -0,25 437 -2,46
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 965.770 -9,66 207.698 -11,60
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 1.366 -5,60 294 -7,86
2026-04-30 13F Equitable Trust Co 15.910 -0,31 3.422 -2,45
2026-04-09 13F TruWealth Advisors, LLC 4.129 -2,59 888 -4,62
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 31.076 -0,02 6.683 -2,15
2026-02-13 13F Motiv8 Investments LLC 3.022 -4,22 1 -100,00
2026-01-30 13F BancorpSouth Bank 2.986 -6,37 656 -4,65
2026-05-01 13F Associated Banc-corp 97.368 -0,63 20.940 -2,76
2026-05-06 13F 71 West Capital Partners 12.442 -1,07 2.676 -3,18
2026-05-15 13F Citadel Advisors Llc Call 60.500 -26,76 13.011 -28,33
2026-04-14 13F Spectrum Investment Advisors, Inc. 1.246 -34,46 268 -35,97
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 87.462 -1,02 18.810 -3,15
2026-05-08 13F Zions Bancorporation, National Association /ut/ 71.135 -5,81 15.298 -7,83
2026-04-27 13F Western Reserve Capital Management, LLC 1.763 -0,96 379 -3,07
2026-04-29 13F Your Advocates Ltd., LLP 0 -100,00 0
2026-04-13 13F True Wealth Design, LLC 100 -55,95 22 -57,14
2026-04-27 13F Charter Capital Management, LLC\DE 12.242 -0,26 2.633 -2,41
2026-04-17 13F Cidel Asset Management Inc 28.070 -10,61 6.037 -12,53
2026-04-20 13F Sowell Financial Services LLC 32.940 -2,46 7.084 -4,55
2026-04-27 13F Osborne Partners Capital Management, Llc 34.437 -5,11 7.406 -7,16
2026-05-05 13F Tortoise Investment Management, LLC 2.374 -1,17 511 -3,23
2026-04-29 13F IAG Wealth Partners, LLC 29.563 -2,33 6.358 -4,42
2026-05-12 13F Tiaa Trust, National Association 846 -96,87 182 -96,95
2026-04-29 13F Montag A & Associates Inc 114.665 -0,51 24.660 -2,65
2026-05-21 13F Verus Capital Partners, Llc 2.039 -34,75 438 -36,15
2026-04-30 13F Opus Capital Group, LLC 12.348 -3,67 3 0,00
2026-04-16 13F Kavar Capital Partners Group, Llc 31.285 -3,70 6.728 -5,76
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-14 13F Beaird Harris Wealth Management, LLC 209 -27,43 45 -30,16
2026-05-12 13F Athena Investment Management 0 -100,00 0
2026-04-27 13F Wbh Advisory Inc 7.765 -2,22 1.675 -4,07
2026-04-15 13F Wolff Financial Management Llc 6.963 -0,81 1.497 -2,92
2026-04-22 13F Ariston Services Group 0 -100,00 25.209 -2,15
2026-05-12 13F Disciplined Investments, LLC 1.907 -1,45 410 -3,53
2026-05-07 13F Wharton Business Group, LLC 113.973 -0,01 24.511 -2,16
2026-05-05 13F Aspiring Ventures, LLC 1.057 -30,82 227 -32,24
2026-04-09 13F Butensky & Cohen Financial Security, Inc 1.435 -1,24 309 -3,45
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 3.881 -84,96 835 -85,29
2026-04-13 13F LexAurum Advisors, LLC 8.921 -5,80 1.918 -6,12
2026-05-14 13F Zacks Investment Management 931 -53,19 200 -54,23
2026-04-20 13F LVW Advisors, LLC 0 -100,00 0
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-30 13F Petix & Botte Co 4.587 -32,26 1.973 32,53
2026-04-30 13F LRI Investments, LLC 10.118 -0,98 2.176 -3,12
2026-05-11 13F VeraBank, N.A. 4.945 -3,47 1.063 -5,51
2026-04-15 13F Activest Wealth Management 91 -76,30 20 -77,38
2026-04-16 13F Smith, Salley & Associates 10.430 -3,85 2.243 -5,91
2026-05-07 13F Johnson Financial Group, Inc. 15.971 -1,44 3.435 -3,57
2026-04-15 13F Valley National Advisers Inc 3.362 -1,23 1
2026-05-15 13F Ameriprise Financial Inc 2.446.374 -6,55 526.175 -8,58
2026-04-17 13F HHM Wealth Advisors, LLC 75.730 -0,18 16.286 -2,33
2026-05-13 13F GW&K Investment Management, LLC 121 -48,95 0
2026-01-30 13F SK Wealth Management, LLC 0 -100,00 0
2026-04-23 13F Farmers & Merchants Investments Inc 20.171 -0,24 4.338 -2,39
2026-04-24 13F Horizon Wealth Management, LLC 6.146 -1,08 1.322 -3,22
2026-04-10 13F Revolve Wealth Partners, LLC 3.883 -24,56 835 -26,17
2026-04-22 13F Matrix Asset Advisors Inc/ny 3.267 -7,58 703 -9,65
2026-04-17 13F Webster Bank, N. A. 5.308 -2,16 1.142 -4,28
2026-04-27 13F Revisor Wealth Management LLC 10.693 -1,28 2.300 -4,37
2026-04-08 13F Arlington Trust Co LLC 132.357 -20,85 28.465 -22,55
2026-05-05 13F Sandy Cove Advisors, LLC 33.802 -1,59 7.269 -3,71
2026-04-29 13F Frank, Rimerman Advisors LLC 3.640 -45,90 783 -47,09
2026-05-05 13F BlueChip Wealth Advisors LLC 4.468 -27,08 961 -28,68
2026-05-07 13F Amara Financial, Llc. 95.132 -2,89 20.459 -4,97
2026-05-21 13F Raab & Moskowitz Asset Management LLC 32.811 -4,23 7.056 -6,28
2026-04-09 13F Thrive Wealth Management, LLC 3.761 -3,27 809 -5,39
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 854.916 -0,63 184 -3,17
2026-01-15 13F Dixon Fnancial Services, Inc. 0 -100,00 0
2026-05-14 13F White Lighthouse Investment Management Inc. 52.339 -0,49 11.256 -2,63
2026-04-08 13F RVW Wealth, LLC 5.633 -2,90 1.211 -4,95
2026-04-20 13F Jfs Wealth Advisors, Llc 62.431 -2,03 13.426 -4,13
2026-05-05 13F Steel Peak Wealth Management LLC 0 -100,00 0
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 23.190 -1,53 4.987 -3,63
2026-04-28 13F Bravias Capital Group, LLC 0 -100,00 0
2026-04-22 13F Investment Advisory Group, LLC 26.673 -0,10 5.736 -2,25
2026-02-18 13F Financial Advisory Service, Inc. 89.981 -1,42 19.776 0,40
2026-05-15 13F Breakwater Investment Management 23.619 -2,26 5.080 -4,37
2026-05-05 13F Leo Wealth, LLC 37.720 -2,09 8.112 -4,19
2026-05-15 13F National Philanthropic Trust 6.485 -93,64 1.395 -93,78
2026-05-06 13F Gryphon Financial Partners LLC 1.220 -59,24 262 -60,12
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 20.762 -1,30 4.465 -3,42
2026-04-10 13F Sar Wealth Management Group, Llc 23.099 -0,23 4.968 -2,38
2026-05-11 13F Chilton Capital Management Llc 0 -100,00 0
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-04-17 13F Boston Private Wealth Llc 14.984 -5,15 3.222 -7,20
2026-04-13 13F Winthrop Advisory Group LLC 22.821 -3,51 4.908 -5,60
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 46.711 -1,22 10.046 -3,34
2026-04-21 13F Nabity-Jensen Investment Management Inc 0 -100,00 0
2026-05-14 13F CIBC World Markets Inc. 39.919 -3,08 8.585 -5,16
2026-05-14 13F Venture Visionary Partners LLC 43.658 -7,57 9.389 -9,56
2026-04-28 13F Planning Center, Inc. 8.408 -14,68 1.808 -16,49
2026-04-28 13F Red Mountain Financial, LLC 8.360 -1,11 1.798 -3,23
2026-04-15 13F Steinberganna Wealth Management 17.631 -3,34 3.792 -5,44
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-04-09 13F McNamara Financial Services, Inc. 18.122 -2,03 3.897 -4,13
2026-04-17 13F Signal Advisors Wealth, LLC 3.087 -3,20 664 -5,29
2026-04-22 13F Wetzel Investment Advisors, Inc. 9.229 -0,35 1.985 -2,51
2026-05-15 13F XTX Topco Ltd 2.345 -76,03 504 -76,55
2026-04-20 13F Naples Global Advisors, Llc 3.149 -0,32 677 -2,45
2026-04-21 13F Alpine Bank Wealth Management 2.390 -2,17 514 -4,29
2026-04-08 13F Capital Advisors Wealth Management, LLC 200.326 -3,01 43.082 -5,10
2026-04-21 13F Pallas Capital Advisors LLC 24.994 -11,28 5.375 -13,18
2026-04-07 13F Bulwark Capital Corp 11.877 -2,74 2.554 -4,81
2026-05-01 13F Navigoe, LLC 69 -32,35 0
2026-02-17 13F Glenmede Trust Co Na 570.930 -6,13 125.479 6,34
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-13 13F Buska Wealth Management, LLC 142.152 -10,68 30.571 -12,60
2026-05-12 13F Community Bank, N.A. 6.514 -0,32 1.401 -2,51
2026-05-13 13F United Services Automobile Association 0 -100,00 0
2026-05-14 13F Empower Advisory Group, LLC 14.045 -14,90 3.021 -16,74
2026-04-28 13F Berkshire Bank 10.974 -52,80 2.360 -53,81
2026-04-20 13F Provenance Wealth Advisors, LLC 255.450 -3,90 54.937 -5,97
2026-05-15 13F Bragg Financial Advisors, Inc 8.444 -7,85 1.816 -9,84
2026-05-05 13F Harmony Asset Management Llc 5.899 -1,83 1.269 -3,94
2026-04-08 13F M.e. Allison & Co., Inc. 8.362 -1,15 1.798 -3,28
2026-04-29 13F Schmidt P J Investment Management Inc 4.563 -51,22 981 -52,26
2026-04-16 13F Annex Advisory Services, LLC 86.655 -5,02 18.636 -7,06
2026-04-08 13F Warner Financial, Inc 40.752 -2,63 8.764 97.277,78
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-06-01 13F Caerus Investment Advisors, LLC 2.063 -22,12 444 -23,88
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-04-13 13F Shira Ridge Wealth Management 9.673 -43,43 2.080 -44,65
2026-05-06 13F Fidelis Capital Partners, LLC 17.268 -0,64 3.714 -2,78
2026-04-21 13F FSA Investment Group, LLC 0 -100,00 0
2026-04-10 13F Novem Group 58.557 -57,73 12.593 -58,63
2026-01-23 13F McCarthy & Cox 2.263 -97,75 497 -97,71
2026-04-24 13F Smithbridge Asset Management Inc/de 4.372 -46,25 940 -47,40
2026-04-28 13F Lansing Street Advisors 6.923 -0,86 1.489 -3,00
2026-01-16 13F Oldfather Financial Services, LLC 983 -19,95 216 -18,18
2026-04-09 13F DHJJ Financial Advisors, Ltd. 31.648 -1,30 6.806 -3,42
2026-05-15 13F EFG International AG 783 -1,76 168 -4,00
2026-05-13 13F Ankerstar Wealth, LLC 856 -28,19 184 -29,77
2026-05-11 13F Pecaut & Co. 57.236 -2,06 12.309 -4,16
2026-05-12 13F/A Granite FO LLC 121.327 -1,47 26.093 -3,58
2026-04-23 13F Financial Guidance Group, Inc. 16.381 -0,29 3.523 -2,44
2026-04-09 13F Curated Wealth Partners LLC 1.410 -24,76 303 -26,28
2026-05-13 13F Prudential Financial Inc 2.487.625 -7,88 534.989 -10,55
2026-05-19 13F Sonoma Allocations LLC 1.681 -0,88 364 -4,97
2026-04-28 13F Cordoba Advisory Partners LLC 2.216 -45,12 477 -46,34
2026-02-23 13F Investments & Financial Planning, LLC 0 -100,00 0
2026-04-20 13F First Bancorp, Inc /ME/ 4.078 -25,96 877 -27,52
2026-04-15 13F Buttonwood Financial Group, LLC 0 -100,00 0
2026-05-11 13F Salomon & Ludwin, LLC 981 -9,50 212 -12,08
2026-05-11 13F Great Lakes Advisors, Llc 10.034 -9,76 2.158 -11,71
2026-02-06 13F GPS Wealth Strategies Group, LLC 282 -98,84 62 -98,84
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-05-07 13F Jefferies Financial Group Inc. 41.878 -10,79 9.006 -12,71
2026-04-14 13F Vestia Personal Wealth Advisors 1.027 -0,96 221 -5,17
2026-04-28 13F Quent Capital, LLC 70 -35,78 15 -34,78
2026-05-15 13F Mercer Global Advisors Inc /adv 585.433 -24,23 125.903 -25,99
2026-05-15 13F/A Studio Investment Management Llc 143.711 -0,24 30.906 -2,38
2026-04-13 13F Bnc Wealth Management, Llc 7.803 -4,54 1.678 -6,57
2026-04-07 13F SMI Advisory Services, LLC 1.136 -0,26 246 -3,91
2026-05-01 13F Kaizen Financial Strategies 14.046 -18,79 3.159 -16,92
2026-05-15 13F Weaver Consulting Group 36.223 -0,41 7.790 -2,55
2026-04-21 13F Old National Bancorp /in/ 60.115 -2,25 12.928 -4,35
2026-04-16 13F Hicks Capital Management Llc 11.179 -0,94 2.404 -3,06
2026-05-04 13F Objective Capital Management, LLC 5.788 -1,63 1.245 -3,79
2026-05-15 13F PSI Advisors, LLC 0 -100,00 0
2026-04-15 13F Aspen Investment Management Inc 29.220 -0,66 6 0,00
2026-04-30 13F KLCM Advisors, Inc. 6.404 -5,53 1.377 -7,52
2026-02-04 13F Rinkey Investments 0 -100,00 0
2026-05-14 13F C M Bidwell & Associates Ltd 6.333 -1,23 1.362 -3,41
2026-05-12 13F Channel Wealth Llc 21.139 -1,74 4.546 -3,85
2026-02-13 13F Boyar Asset Management Inc. 0 -100,00 0
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-04-27 13F River's Edge Wealth Management, Llc 44.717 -7,70 10.143 -7,87
2026-04-08 13F Asempa Wealth Advisors 7.323 -10,94 1.579 -12,62
2026-05-14 13F O'ROURKE & COMPANY, Inc 4.885 -6,04 1.050 -8,06
2026-05-11 13F Cascade Wealth Advisors, Inc 41.071 -0,54 9.367 1,30
2026-05-13 13F LM Advisors LLC 21.743 -1,82 101 1,00
2026-05-14 13F Ballentine Partners, LLC 185.199 -3,74 39.829 -5,80
2026-04-16 13F Tandem Capital Management Corp /adv 11.175 -7,98 2.403 -9,93
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 17.088 -3,56 3.675 -5,62
2026-04-27 13F HTG Investment Advisors, Inc. 0 -100,00 0
2026-04-24 13F DB&C Advisors, LLC 3.243 -1,67 697 -3,73
2026-06-01 13F Flagship Wealth Advisors, Llc 4.332 -4,03 887 -10,60
2026-04-23 13F Forum Financial Management, LP 6.540 -8,74 1.407 -10,73
2026-04-13 13F IFP Advisors, Inc 104.744 -1,17 22.526 -3,29
2026-05-08 13F Private Management Group Inc 5.824 -3,32 1.253 -5,37
2026-05-01 13F Compass Financial Services Inc 7.088 -2,52 1.524 -4,57
2026-04-28 13F Integrated Advisors Network LLC 62.832 -39,08 13.513 -40,39
2026-04-20 13F KFA Private Wealth Group, LLC 2.660 -0,19 572 -2,22
2026-04-21 13F Clarus Group, Inc. 2.384 -0,29 513 -2,48
2026-02-02 13F Golden Road Advisors Llc 0 -100,00 0
2026-05-14 13F Advisory Alpha, LLC 145.145 -1,56 31.216 -3,68
2026-05-14 13F Vivaldi Capital Management, LLC 7.207 -1,21 1.550 -3,37
2026-04-29 13F Hughes Financial Services, LLC 22.301 -0,19 4.796 -2,32
2026-05-28 13F Cozad Asset Management Inc 71.337 -0,66 15.342 -2,80
2026-05-06 13F Cornerstone Planning Group LLC 665 -1,77 152 0,66
2026-04-23 13F Intrua Financial, LLC 1.807 -33,88 389 -35,33
2026-05-05 13F Crestwood Advisors Group LLC 49.333 -1,54 10.609 -3,65
2026-04-28 13F Atticus Wealth Management, Llc 10.468 -23,30 2.251 -24,94
2026-04-14 13F Juncture Wealth Strategies, Llc 1.178 -0,59 253 -2,69
2026-05-13 13F Cetera Investment Advisers 1.173.338 -0,15 252.338 -2,29
2026-05-15 13F London & Capital Asset Management Ltd 13.934 -2,32 2.997 -4,43
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 4.226 -7,65 909 -9,65
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-01-16 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-04-30 13F Main Street Research LLC 0 -100,00 0
2026-04-22 13F Caldwell Trust Co 13.018 -8,89 2.800 -10,86
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 31.419 -1,77 6.760 -3,83
2026-04-20 13F Fiduciary Alliance LLC 13.733 -3,68 3.081 -1,66
2026-05-08 13F Bokf, Na 7.714 -1,91 1.659 -4,05
2026-04-16 13F Financial Management Network Inc 17.409 -5,68 3.879 -4,72
2026-05-12 13F Leading Edge Financial Planning LLC 3.471 -0,77 747 -2,86
2026-05-11 13F Manchester Capital Management LLC 1.870 -0,85 402 -2,90
2026-05-07 13F Principle Wealth Partners Llc 227.881 -1,65 49.008 -3,76
2026-04-27 13F Iron Financial, LLC 9.216 -2,46 1.982 -4,53
2026-04-09 13F Shulman DeMeo Asset Management LLC 1.758 -0,17 378 -2,33
2026-05-06 13F ProVise Management Group, LLC 135.441 -0,50 29.128 -2,64
2026-05-14 13F Allworth Financial LP 158.913 -0,30 34.176 -2,44
2026-04-08 13F Spinnaker Investment Group, LLC 9.142 -6,69 1.966 -8,69
2026-05-13 13F Brinker Capital Investments, LLC 7.609 -23,80 1.636 -25,43
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-14 13F Betterment LLC 159.055 -0,54 34 -2,86
2026-05-07 13F Liberty Square Wealth Partners Llc 3.097 -9,60 666 -11,44
2026-05-11 13F Beacon Capital Management, LLC 5.296 -15,79 1.139 -17,66
2026-04-13 13F/A Sunburst Financial Group, LLC 12.209 -1,78 2.626 -3,88
2026-05-12 13F Stifel Financial Corp 1.035.284 -2,20 222.652 -4,30
2026-05-04 13F Westside Investment Management, Inc. 32.421 -0,06 6.976 -2,19
2026-04-20 13F First PREMIER Bank 10.281 -0,35 2 0,00
2026-01-28 13F Fairway Wealth LLC 0 -100,00 0
2026-05-12 13F Avant Capital LLC 19.291 -3,22 4.149 -5,30
2026-04-17 13F BCS Wealth Management 3.357 -46,76 722 -47,94
2026-04-17 13F Certified Advisory Corp 11.301 -5,83 2.430 -7,85
2026-05-15 13F Manufacturers Life Insurance Company, The 791.019 -11,62 170.115 -13,52
2026-04-24 13F Essex Financial Services, Inc. 54.364 -0,78 11.691 -2,91
2026-05-11 13F Foundations Investment Advisors, LLC 16.948 -19,35 3.645 -21,09
2026-05-14 13F Baird Financial Group, Inc. 623.599 -2,69 134.111 -4,78
2026-05-04 13F Glassman Wealth Services 2.857 -8,22 614 -10,23
2026-04-20 13F LS Investment Advisors, LLC 48.765 -16,49 10.487 -18,29
2026-05-14 13F Hara Capital LLC 0 -100,00 0
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 11.964 -0,02 2.704 2,81
2026-05-15 13F/A Tudor Financial Inc. 10.270 -0,81 2.209 -2,95
2026-05-14 13F Bank Of Hawaii 14.312 -18,17 3.078 -19,93
2026-05-11 13F Montis Financial, LLC 31.071 -6,68 6.682 -8,68
2026-05-13 13F Scotia Capital Inc. 123.078 -11,05 26.469 -12,95
2026-04-17 13F AdvisorNet Financial, Inc 7.722 -9,66 1.661 -11,61
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-23 13F Harbor Investment Advisory, Llc 15.645 -2,85 3.365 -4,94
2026-04-08 13F Beacon Financial Strategies CORP 2.521 -1,83 542 -3,90
2026-05-13 13F Benchmark Investment Advisors LLC 0 -100,00 0
2026-04-24 13F Prospect Financial Services LLC 20.858 -6,86 4.486 -8,88
2026-04-16 13F Telos Capital Management, Inc. 3.463 -3,40 745 -5,46
2026-04-22 13F Churchill Financial Advisors, LLC 5.939 -0,22 1.277 -2,37
2026-04-02 13F Hilltop National Bank 3.247 -1,31 698 -3,46
2026-05-04 13F Nicholson Wealth Management Group, LLC 0 -100,00 0
2026-04-16 13F Capstone Wealth Management Group LLC 11.590 -0,43 2.493 -2,58
2026-05-05 13F Investment Partners, Ltd. 30.419 -0,36 6.542 -2,50
2026-04-20 13F Apella Capital, LLC 58.280 -5,71 13.256 -2,41
2026-04-17 13F Fifth Third Wealth Advisors LLC 31.440 -7,18 6.762 -9,18
2026-04-21 13F Claro Advisors LLC 2.688 -2,08 578 -4,15
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 6.686 -0,28 1.438 -2,44
2026-04-21 13F Kingsman Wealth Management, Inc. 1.022 -8,67 220 -10,61
2026-05-21 13F Vestor Capital, Llc 790 -40,02 0
2026-05-04 13F Camden National Bank 4.513 -9,85 971 -11,82
2026-05-12 13F Ballast Advisors Llc 175 -68,58 0 -100,00
2026-04-27 13F Meramec Financial Planners, LLC 1.788 -2,03 406 -2,87
2026-04-30 13F Verdence Capital Advisors LLC 25.643 -12,66 5.515 -14,54
2026-04-27 13F Latitude Advisors, LLC 11.210 -2,72 2.411 -4,82
2026-05-08 13F Align Financial, LLC 630 -99,54 135 -2,17
2026-05-13 13F Mariner, LLC 1.363.406 -2,08 293.212 -4,18
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-29 13F Cambridge Capital Management, Llc 16.062 -1,36 3.454 -3,47
2026-05-05 13F Signet Financial Management, Llc 40.629 -1,81 8.738 -3,92
2026-04-24 13F Reality Financial Planning Services, LLC 80.348 -0,03 17.280 -2,18
2026-04-24 13F Medallion Wealth Advisors, LLC 4.922 -3,72 1.058 -5,79
2026-05-19 13F McIlrath & Eck, LLC 861 -0,58 185 -2,63
2026-05-12 13F Resolute Capital, Llc 1.051 -5,06 226 -7,41
2026-04-13 13F Amplius Wealth Advisors, LLC 11.239 -0,97 2.417 -3,13
2026-04-13 13F Stockman Wealth Management, Inc. 1.690 -2,26 363 -4,47
2026-05-12 13F Thoroughbred Financial Services, Llc 11.949 -0,97 3 0,00
2026-04-15 13F Snider Financial Group 91.924 -4,90 19.769 -6,94
2026-05-11 13F Granville Capital, Inc. 8.611 -3,45 1.852 -5,56
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 5.129 -82,00 1.103 -82,39
2026-05-12 13F Liberty Wealth Management Llc 2.066 -5,92 444 -7,88
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 114.960 -0,56 24.723 -2,69
2026-02-13 13F Colony Group, LLC 688.833 -2,64 151.343 -1,05
2026-05-07 13F Pacific Sun Financial Corp 3.046 -0,33 655 -2,38
2026-05-22 13F Wellington Grp LLC 0 -100,00 0 -100,00
2026-05-13 13F Douglass Winthrop Advisors, LLC 6.000 -9,77 1.290 -11,70
2026-02-09 13F Delta Asset Management Llc/tn 0 -100,00 0
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 5.738 -0,03 1.234 -2,22
2026-05-07 13F Grandview Asset Management LLC 1.631 -7,43 351 -9,56
2026-05-14 13F Marble Wealth, LLC 68.917 -3,65 14.821 -5,71
2026-04-23 13F Cornerstone Wealth Management, LLC 85.149 -11,33 18.312 -13,23
2026-05-11 13F Integrity Alliance, Llc. 47.661 -10,97 10.250 -12,88
2026-02-17 13F Capasso Planning Partners LLC 0 -100,00 0
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-04-13 13F Chesley Taft & Associates LLC 953 -3,54 205 -5,99
2026-04-23 13F Tarbox Family Office, Inc. 6.988 -6,29 1.503 -8,30
2026-05-07 13F Midland Wealth Advisors Llc 1.396 -2,10 300 -4,15
2026-04-24 13F American Institute for Advanced Investment Management, LLP 12.286 -28,21 2.642 -29,75
2026-05-06 13F Bessemer Group Inc 31.995 -3,78 7 -14,29
2026-05-08 13F United Financial Planning Group LLC 1.316 -12,73 283 -14,50
2026-04-08 13F Pioneer Wealth Management Group 1.389 -10,96 299 -12,87
2026-05-14 13F EP Wealth Advisors, Inc. 156.551 -3,22 33.668 -5,30
2026-05-12 13F SVRN Asset Management, LLC 3.369 -17,49 725 -19,29
2026-05-14 13F Vident Advisory, LLC 8.251 -5,28 1.774 -7,31
2026-05-12 13F Cahill Financial Advisors Inc 81.343 -2,17 17.494 -4,27
2026-05-12 13F Voya Financial Advisors, Inc. 0 -100,00 0
2026-05-06 13F Simon Quick Advisors, Llc 18.171 -0,82 3.908 -2,96
2026-05-12 13F Weik Capital Management 6.615 -1,05 1.423 -3,20
2026-05-12 13F Ameritas Advisory Services, LLC 51.348 -1,97 11.043 -4,07
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 342.517 -0,50 73.662 -2,64
2026-05-27 13F Security Financial Services, INC. 49.696 -1,04 10.688 -3,16
2026-02-12 13F First Financial Bankshares Inc 0 -100,00 0
2026-04-24 13F Abacus Wealth Partners, LLC 5.789 -5,08 1.245 -7,16
2026-04-08 13F Evanson Asset Management, LLC 11.175 -44,21 2.403 -45,41
2026-04-09 13F Noble Family Wealth, LLC 224.526 -0,65 48.287 -2,78
2026-05-15 13F Bank Of America Corp /de/ 21.677.879 -12,38 4.662.045 -14,26
2026-05-01 13F International Assets Investment Management, Llc 11.571 -6,06 2.496 -7,83
2026-04-23 13F Embree Financial Group 17.860 -0,79 3.841 -2,93
2026-05-05 13F Dahring | Cusmano Llc 2.831 -0,07 609 -2,25
2026-05-14 13F Sloy Dahl & Holst, LLC 34.495 -1,13 7.418 -3,26
2026-05-15 13F Legacy Capital Wealth Partners, LLC 1.564 -24,08 336 -25,66
2026-05-13 13F Davis R M Inc 29.682 -8,94 6.383 -10,90
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 23.102 -2,06 4.968 -4,17
2026-05-04 13F King Wealth 0 -100,00 0
2026-04-13 13F Enclave Advisors LLC 246.907 -6,90 53.100 -8,90
2026-04-28 13F Canvas Wealth Advisors, LLC 1.399 -1,76 301 -3,85
2026-05-13 13F Aviso Financial Inc. 327 -53,68 70 -54,84
2026-05-15 13F/A Spears Abacus Advisors LLC 3.282 -12,90 706 -14,86
2026-05-13 13F GSG Advisors LLC 18.896 -0,39 4.064 -2,54
2026-04-17 13F United Advisor Group, LLC 2.604 -4,96 560 -6,98
2026-04-16 13F Evolve Private Wealth, Llc 2.201 -3,63 473 -5,59
2026-05-13 13F Federation des caisses Desjardins du Quebec 11.839 -3,29 2.546 -5,39
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-04-28 13F Whittier Trust Co 62.982 -0,15 13.656 -3,38
2026-05-05 13F Smart Money Group LLC 1.915 -2,69 412 -4,86
2026-05-14 13F Cambria Investment Management, L.P. 1.330 -5,54 286 -7,44
2026-05-15 13F Navis Wealth Advisors, LLC 7.283 -29,67 1.566 -31,16
2026-05-15 13F Df Dent & Co Inc 5.189 -1,14 1.116 -3,30
2026-04-24 13F FRG Family Wealth Advisors LLC 67.389 -0,67 14.493 -2,80
2026-04-17 13F Union Savings Bank 5.064 -3,14 1.089 -5,22
2026-04-23 13F Brown Miller Wealth Management, LLC 3.353 -13,09 721 -14,88
2026-05-05 13F Mraz, Amerine & Associates, Inc. 1.131 -1,31 243 -3,19
2026-05-14 13F Frederick Financial Consultants, LLC 27.195 -1,63 5.849 -3,74
2026-05-14 13F Atomi Financial Group, Inc. 20.533 -1,01 4.416 -3,14
2026-04-30 13F Conning Inc. 0 -100,00 0
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-08 13F Truepoint, Inc. 1.214 -0,25 261 -2,25
2026-05-15 13F Evercore Wealth Management, LLC 12.177 -0,81 2.619 -2,97
2026-02-13 13F Nicolet Advisory Services, Llc 11.357 -0,44 2.562 3,39
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-15 13F City Holding Co 1.253 -5,29 269 -7,24
2026-05-07 13F Sagespring Wealth Partners, Llc 17.600 -6,58 3.785 -8,57
2026-05-11 13F Legacy Edge Advisors, LLC 2.265 -2,33 487 -4,32
2026-04-21 13F Berkshire Money Management, Inc. 279.611 -1,23 60.133 -3,35
2026-04-29 13F Cary Street Partner Investment Advisory Llc 400 -6,76 86 -8,51
2026-05-08 13F Mystic Asset Management, Inc. 7.268 -0,82 1.563 -2,92
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 507 -4,70 109 -6,03
2026-04-21 13F Sequent Planning LLC 4.002 -0,12 861 -2,27
2026-05-11 13F Sage Mountain Advisors LLC 4.424 -60,06 951 -60,93
2026-04-15 13F Gradient Capital Advisors, LLC 4.926 -10,92 1.059 -12,84
2026-05-11 13F/A Accent Capital Management, LLC 1.240 -1,67 267 -3,97
2026-04-23 13F Oppenheimer & Co Inc 41.398 -6,03 8.903 -8,05
2026-05-11 13F Madden Advisory Services, Inc. 14.340 -17,69 3.084 -19,46
2026-05-01 13F Thrivent Financial For Lutherans 59.976 -6,96 13 -14,29
2026-05-12 13F Belvedere Trading LLC Call 0 -100,00 0
2026-05-05 13F Valtinson Bruner Financial Planning LLC 1.212 -12,30 261 -14,19
2026-05-12 13F Belvedere Trading LLC Put 0 -100,00 0
2026-04-20 13F Values Added Financial LLC 2.625 -17,63 565 -19,43
2026-04-08 13F Cambridge Financial Group, LLC 4.933 -47,68 1.061 -45,08
2026-05-15 13F Round Rock Advisors, LLC 9.163 -1,80 1.971 -3,90
2026-01-09 13F Zrc Wealth Management, Llc 0 -100,00 0
2026-04-08 13F Castle Rock Wealth Management, LLC 2.080 -1,38 449 -4,87
2026-04-21 13F Buttonwood Financial Advisors Inc. 16.129 -2,69 3.469 -4,78
2026-04-23 13F Caliber Wealth Management, LLC / KS 3.166 -0,41 681 -2,58
2026-04-08 13F Post Resch Tallon Group Inc. 17.087 -0,09 3.689 -1,84
2026-02-10 13F Titan Global Capital Management Usa Llc 0 -100,00 0
2026-04-13 13F Highland Capital Management, Llc 1.424 -47,72 306 -48,83
2026-04-15 13F Verum Partners LLC 30.801 -0,18 6.624 -2,32
2026-04-20 13F Morton Brown Family Wealth, LLC 377 -1,57 81 -3,57
2026-05-12 13F Great Diamond Partners, LLC 5.300 -1,12 1.140 -3,31
2026-04-24 13F ERn Financial, LLC 5.627 -0,76 1.210 -2,89
2026-04-15 13F Wealthcare Capital Partners, LLC 11.293 -0,40 2.429 -2,53
2026-04-22 13F My Personal CFO, LLC 1.584 -1,43 341 -3,68
2026-04-14 13F FC Advisory LLC 10.732 -5,63 2.308 -7,64
2026-05-12 13F Colonial Trust Co / SC 11.367 -2,14 2.445 -4,23
2026-04-08 13F WealthCare Investment Partners, LLC 5.600 -0,25 1.211 -2,26
2026-04-23 13F Kagan Cocozza Asset Management 36.829 -8,76 7.921 -10,72
2026-04-15 13F APS Management Group, Inc. 0 -100,00 0
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 1.753 -0,40 0
2026-05-01 13F Mutual Advisors, LLC 117.601 -2,19 25.291 -4,30
2026-05-15 13F Transamerica Financial Advisors, Inc. 16.269 -5,02 3.499 -7,07
2026-04-14 13F BSW Wealth Partners 2.797 -4,83 601 -6,82
2026-05-13 13F Aureus Asset Management, LLC 4.123 -28,00 887 -29,57
2026-05-14 13F Dynasty Wealth Management, Llc 0 -100,00 0
2026-05-13 13F BlackRock, Inc. 119.236 -25,30 25.643 -26,91
2026-05-14 13F Northern Trust Corp 230.160 -0,03 49.498 -2,18
2026-04-28 13F Flagship Harbor Advisors, Llc 87.449 -0,24 18.807 -2,38
2026-04-28 13F Tide Cove Capital Partners LLC 35.039 -16,51 7.923 -17,90
2026-04-23 13F Mad River Investors 1.000 -37,50 215 -38,75
2026-04-22 13F Gerber, Llc 0 -100,00 0
2026-04-29 13F Koa Wealth Management, LLC 3.391 -13,14 729 -14,94
2026-04-23 13F American National Bank 0 -100,00 0
2026-04-23 13F Blackston Financial Advisory Group, LLC 48.525 -0,62 10.436 -2,76
2026-05-11 13F Fiduciary Group LLC 5.683 -5,38 1.222 -7,35
2026-05-01 13F Ball & Co Wealth Management Inc. 124.056 -0,37 27 -3,70
2026-05-15 13F Bedell Frazier Investment Counseling, LLC 1.747 -12,08 376 -13,99
2026-04-29 13F W Advisors, Llc 25.107 -1,08 5.400 -3,21
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-16 13F Capital Investment Advisors, LLC 54.689 -4,89 11.761 -6,93
2026-03-12 13F Nalls Sherbakoff Group, Llc 1.013 -50,90 223 -36,75
2026-01-14 13F Goelzer Investment Management, Inc. 0 -100,00 0
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 87.389 -0,54 18.794 -2,68
2026-05-14 13F Regal Investment Advisors LLC 57.460 -1,82 12.357 -3,93
2026-04-28 13F Pennsylvania Capital Management Inc /adv 1.804 -2,54 388 -4,43
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 12.824 -1,87 2.758 -4,00
2026-05-15 13F JT Stratford LLC 100.322 -0,35 21.575 -2,49
2026-05-08 13F LaSalle St. Investment Advisors, LLC 14.205 -5,65 3.055 101.733,33
2026-05-12 13F Rsm Us Wealth Management Llc 16.986 -2,75 3.653 -5,58
2026-04-21 13F New Perspectives, Inc 38.946 -1,49 8.376 -3,61
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 2.746 -13,02 591 -14,86
2026-04-21 13F River Street Advisors LLC 2.424 -1,62 521 -3,70
2026-05-13 13F Tandem Investment Partners LLC 5.840 -44,01 1.256 -45,24
2026-05-06 13F Diversified Portfolios, Inc. 2.236 -1,37 481 -3,61
2026-04-30 13F Beacon Financial Group 35.087 -2,46 7.546 -4,55
2026-05-06 13F Angeles Wealth Management, Llc 6.009 -1,93 1.292 -4,01
2026-04-24 13F Alexis Investment Partners, LLC 39.772 -1,21 8.380 -5,89
2026-04-27 13F Beacon Financial Advisory LLC 24.792 -0,95 5.332 -3,09
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 43.322 -9,34 9.317 -11,28
2026-04-16 13F Genesis Private Wealth, Llc 31.996 -0,21 6.881 -2,34
2026-04-21 13F Pinnacle Associates Ltd 37.792 -2,15 8.128 -4,25
2026-05-15 13F Capstone Financial Advisors, Inc. 39.283 -0,57 8.448 -2,71
2026-05-13 13F Drake & Associates, LLC 0 -100,00 0
2026-05-08 13F Gen-Wealth Partners Inc 1.910 -20,85 411 -22,64
2026-04-22 13F Madison Park Capital Advisors, LLC 7.883 -2,68 1.695 -4,78
2026-05-07 13F Madison Asset Management, LLC 11.271 -0,52 2.424 -2,69
2026-05-12 13F First Western Trust Bank 1.954 -9,62 420 -11,58
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 55.529 -1,76 12.040 -4,94
2026-04-22 13F Muirfield Wealth Advisors Llc 29.891 -0,17 6.428 -2,31
2026-05-01 13F UNIVEST FINANCIAL Corp 1.613 -13,42 347 -15,40
2026-05-07 13F Wells Financial Advisors INC 298 -87,76 64 -88,01
2026-04-21 13F Welch Group, LLC 3.068 -2,82 660 -4,91
2026-01-26 13F BTS Asset Management, Inc. 0 -100,00 0
2026-05-08 13F Cm Wealth Advisors Llc 82.795 -4,08 17.806 -6,14
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-30 13F Waterfront Wealth Inc. 1.756 -10,64 378 -14,51
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-21 13F Northeast Investment Management 118.642 -3,76 25.515 -5,82
2026-05-11 13F Insight Advisors, LLC/ PA 5.041 -34,35 1.084 -35,78
2026-04-09 13F Mechanics Bank Trust Department 3.767 -2,66 810 -4,71
2026-04-23 13F RIA Advisory Group LLC 2.204 -65,44 474 -66,17
2026-04-24 13F KPP Advisory Services LLC 2.623 -2,85 564 -4,89
2026-04-23 13F Fairman Group, LLC 1.743 -1,53 375 -3,61
2026-04-29 13F San Luis Wealth Advisors LLC 29.011 -44,72 6.239 -45,90
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-04-21 13F Maltin Wealth Management, Inc. 0 -100,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 4.104 -0,94 883 -3,08
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-05-14 13F Power Wealth Management Llc 7.554 -3,13 1.624 -5,20
2026-05-01 13F Citizens Financial Group Inc/ri 85.732 -4,60 18.437 -6,65
2026-04-27 13F S.A. Mason LLC 2.164 -7,48 465 -9,53
2026-05-04 13F Conservest Capital Advisors, Inc. 19.096 -0,65 4.107 -2,79
2026-05-08 13F Cornerstone Financial Management LLC 15.641 -8,43 3.364 -10,39
2026-05-11 13F Becker Capital Management Inc 11.783 -3,81 2.534 -5,87
2026-05-12 13F Atlantic Union Bankshares Corp 9.852 -10,26 2.119 -12,19
2026-04-10 13F Melfa Wealth Management, Llc 4.207 -0,99 905 -3,11
2026-04-24 13F Private Advisor Group, LLC 593.665 -3,82 127.673 -5,88
2026-05-07 13F Hanover Advisors Inc 82.606 -0,15 17.765 -2,29
2026-04-22 13F Grove Street Fiduciary, LLC 30.388 -3,69 6.535 -5,75
2026-02-13 13F Burton Enright Welch 0 -100,00 0
2026-04-29 13F Burney Co/ 0 -100,00 0
2026-04-27 13F BIP Wealth, LLC 84.482 -7,50 18.169 -9,49
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-22 13F Hoese & Co LLP 34.344 -4,13 7.386 -6,19
2026-04-22 13F Capital Management Associates, Inc 4.189 -1,32 901 -3,43
2026-05-05 13F Frisch Financial Group, Inc. 3.289 -6,35 707 -8,30
2026-05-22 13F WNY Asset Management, LLC 10.737 -8,72 2.309 -9,02
2026-05-14 13F Dorsey & Whitney Trust CO LLC 13.560 -1,00 2.916 -3,12
2026-04-15 13F Trust Point Inc. 565.259 -52,97 121.565 -53,98
2026-05-13 13F Richard W. Paul & Associates, LLC 3.323 -0,92 715 -3,12
2026-05-15 13F CI Private Wealth, LLC 1.544.410 -1,83 328.065 -5,12
2026-04-20 13F Segment Wealth Management, LLC 32.761 -7,18 7.046 -9,18
2026-05-06 13F O'Brien Greene & Co. Inc 2.319 -5,73 499 -7,78
2026-02-02 13F Salzhauer Michael 0 -100,00 0
2026-04-08 13F Wealthspan Partners, Llc 36.149 -1,83 7.774 -3,93
2026-05-06 13F Pekin Hardy Strauss, Inc. 13.461 -0,32 2.895 -2,46
2026-05-08 13F Strategic Financial Services, Inc, 5.448 -0,18 1.172 -6,47
2026-04-27 13F Garrett Wealth Advisory Group, LLC 18.458 -4,49 3.970 -6,55
2026-05-15 13F/A Arrowroot Family Office, LLC 15.056 -11,41 3.238 -13,33
2026-04-29 13F Duncker Streett & Co Inc 6.882 -4,64 1.480 -6,75
2026-05-14 13F Integrity Financial Corp /WA 2.995 -19,32 644 -20,98
2026-04-28 13F Oxler Private Wealth LLC 18.788 -5,17 4.041 -7,21
2026-05-04 13F Wsfs Capital Management, Llc 58.803 -0,39 12.646 -2,53
2026-05-04 13F Mml Investors Services, Llc 493.250 -16,50 106.078 -18,29
2026-04-13 13F Lake Street Financial Llc 7.363 -0,18 1.583 -2,34
2026-04-13 13F Chris Bulman Inc 26.513 -4,83 5.702 -6,86
2026-04-01 13F Helen Stephens Group, LLC 30.645 -1,30 6.591 -3,41
2026-05-15 13F Cresset Asset Management, LLC 765.784 -1,70 164.689 -3,81
2026-04-21 13F Urban Wealth Management, LLC 5.178 -0,73 1.114 -2,88
2026-05-11 13F Wells Fargo & Company/mn 10.790.756 -0,22 2.320.660 -2,36
2026-04-24 13F National Asset Management, Inc. 3.897 -90,74 821 -91,12
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-05-15 13F Vista Investment Management 2.885 -2,37 620 -4,47
2026-04-15 13F Consolidated Capital Management, Llc 4.798 -87,94 1.032 -88,21
2026-04-23 13F Avant Financial Advisors LLC 0 -100,00 0
2026-04-27 13F FF Advisors,LLC 3.299 -32,40 751 -29,94
2026-05-01 13F Towercrest Capital Management 2.741 -8,66 589 -10,62
2026-04-21 13F E&G Advisors, LP 200.810 -0,20 43.132 -2,33
2026-04-09 13F CRA Financial Services, LLC 76.285 -4,84 16.406 -6,89
2026-05-07 13F One Charles Private Wealth Services, LLC 20.405 -0,03 4.388 -2,18
2026-05-01 13F BKD Wealth Advisors, LLC 46.685 -5,57 10.040 -7,59
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 9.560 -3,67 2.056 -5,78
2026-05-07 13F New Insight Wealth Advisors 22.763 -3,55 4.895 -5,61
2026-02-13 13F Toroso Investments, LLC 0 -100,00 0
2026-05-12 13F Benjamin Edwards Inc 56.471 -0,30 12.145 -2,43
2026-05-13 13F Mainsail Asset Management, Llc 18.469 -1,78 3.972 -3,90
2026-04-10 13F Charles Schwab Trust Co 1.059 -24,19 228 -25,82
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-01-16 13F Tenon Financial LLC 0 -100,00 0
2026-05-13 13F Garden State Investment Advisory Services LLC 21.173 -0,24 4.565 -2,37
2026-05-13 13F Franklin Resources Inc 359.954 -20,34 77.412 -22,05
2026-02-13 13F Bank Of Nova Scotia 0 -100,00 0
2026-05-08 13F Compass Capital Corp /ma/ /adv 1.908 -0,88 437 -1,36
2026-04-20 13F Godsey & Gibb Associates 925 -8,42 199 -10,41
2026-04-30 13F SkyOak Wealth, LLC 33.276 -0,05 7.156 -2,19
2026-05-05 13F Frazier Financial Advisors, LLC 19.839 -89,66 4.267 -89,88
2026-04-22 13F Hurlow Wealth Management Group, Inc. 25.478 -4,54 5.479 -6,60
2026-04-17 13F RFG Advisory, LLC 11.583 -4,34 2.491 -6,39
2026-05-11 13F Adapt Wealth Advisors, Llc 3.440 -3,78 740 -5,86
2026-04-13 13F Newman Dignan & Sheerar, Inc. 4.443 -1,70 956 -3,83
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-05-01 13F Sachetta, LLC 2.396 -3,93 515 -6,02
2026-04-30 13F Whipplewood Advisors, LLC 17.187 -5,02 3.696 -7,04
2026-05-14 13F/A Leo H. Evart, Inc. 14.513 -21,46 3.121 8,71
2026-04-10 13F Financial Partners Group, Inc 5.048 -1,48 1.086 -5,41
2026-04-14 13F Patriot Investment Management Inc. 57.921 -0,71 12.457 -2,84
2026-04-27 13F Td Private Client Wealth Llc 467.630 -0,35 100.569 -2,49
2026-04-21 13F Mayfair Advisory Group, LLC 6.394 -0,25 1.375 -2,76
2026-01-28 13F Dentgroup LLC 12.226 -28,96 2.687 -27,68
2026-05-05 13F Howard Capital Management Inc. 1.201.982 -2,39 258.498 -4,49
2026-05-14 13F Brown Brothers Harriman & Co 51.012 -1,01 10.971 -3,13
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 6.755 -26,68 1.453 -28,26
2026-04-27 13F TABR Capital Management, LLC 0 -100,00 0 -100,00
2026-05-08 13F Curtis Advisory Group, LLC 1.840 -0,70 396 -2,95
2026-01-21 13F NovaPoint Capital, LLC 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp Put 18.000 -19,28 3.871 -21,02
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp Call 233.300 -7,01 50.173 -9,01
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