VTV / Vanguard Index Funds - Vanguard Value ETF - Institutionelles Eigentümerschaft - Verkäufer

Vanguard Index Funds - Vanguard Value 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
(%)
2026-05-08 13F Equity Wealth Partners, LLC 6.729 -0,07 1.320 2,64
2026-04-22 13F Apollon Wealth Management, LLC 57.191 -0,80 11.221 1,91
2026-04-06 13F Trust Co of the South 58.892 -10,23 11.555 -7,77
2026-04-28 13F Berger Financial Group, Inc 83.301 -0,86 16.344 1,84
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 922 -0,65 181 1,69
2026-05-04 13F Integrity Wealth Solutions LLC 63.853 -2,28 12.528 0,38
2026-04-20 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-04-20 13F Davidson Trust Co 29.078 -0,30 5.706 2,44
2026-04-21 13F Financial Planning Navigators CORP 2.626 -0,64 515 2,18
2026-04-22 13F Stone Point Wealth LLC 89.521 -5,90 17.564 -3,33
2026-04-14 13F Quantum Financial Planning Services, Inc. 0 -100,00 0
2026-05-14 13F JHP Wealth Management, LLC 2.789 -3,09 547 -0,36
2026-04-13 13F Bank of New Hampshire 1.618 -4,43 317 -1,86
2026-04-10 13F Perigon Wealth Management, LLC 73.921 -0,84 14.503 1,86
2026-05-06 13F World Equity Group, Inc. 7.128 -18,52 1.399 -16,29
2026-04-22 13F Aspire Private Capital, LLC 98.733 -1,12 19.371 1,57
2026-04-06 13F InTrack Investment Management Inc 5.511 -21,83 1.081 -19,69
2026-04-14 13F Global Trust Wealth Management LLC 13.020 -5,64 2.555 -3,07
2026-05-12 13F M Holdings Securities, Inc. 40.677 -7,17 8 0,00
2026-05-15 13F Talisman Wealth Advisors LLC 2.880 -40,75 565 -39,22
2026-02-02 13F Marks Wealth, LLC 0 -100,00 0 -100,00
2026-05-13 13F BCJ Capital Management, LLC 2.294 -25,42 450 -23,34
2026-02-04 13F GGM Financials LLC 0 -100,00 0
2026-05-05 13F Schwallier Wealth Management LLC 102.598 -2,88 20.130 -4,61
2026-05-15 13F Wellspring Financial Advisors, LLC 903.698 -0,35 13.629 -2,01
2026-04-21 13F Dougherty Wealth Advisers LLC 203.132 -9,04 39.854 -6,55
2026-05-13 13F Lido Advisors, LLC 519.060 -1,85 101.840 1,01
2026-05-14 13F Ted Buchan & Co 7.016 -4,28 1.377 -1,71
2026-04-29 13F Kaydan Wealth Management, Inc. 166.010 -0,20 32.571 2,53
2026-02-17 13F Graham Capital Management, L.P. 0 -100,00 0 -100,00
2026-05-15 13F Magnolia Capital Advisors Llc 24.774 -50,99 4.861 -49,66
2026-01-20 13F Austin Private Wealth, LLC 2.041 -1,64 390 0,78
2026-04-22 13F Traveka Wealth, LLC 60.134 -3,20 11.798 -0,56
2026-05-12 13F/A Signature Securities Group Corporation 25.682 -5,13 5.039 -2,55
2026-04-29 13F Sageworth Trust Co 170.955 -1,92 33.541 0,75
2026-05-06 13F Pacitti Group Inc. 3.475 -2,77 682 -0,15
2026-05-13 13F Lavaca Capital Llc 12.700 -14,83 2.492 -12,54
2026-05-20 13F/A Arete Wealth Advisors, LLC 25.336 -6,04 4.971 99.300,00
2026-04-22 13F tru Independence LLC 4.647 -0,56 912 2,13
2026-04-08 13F NorthCrest Asset Manangement, LLC 2.013 -2,38 397 -1,25
2026-04-23 13F Seek First Inc. 9.719 -0,37 1.907 2,31
2026-05-14 13F Johnson Financial Group, LLC 3.287 -12,18 645 -9,80
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0
2026-04-21 13F Maseco Llp 8.040 -0,09 1.577 2,60
2026-05-12 13F Focused Alpha, Llc 39.763 -0,24 7.802 2,48
2026-01-23 13F Oxler Private Wealth LLC 0 -100,00 0
2026-02-17 13F Hancock Whitney Corp 0 -100,00 0
2026-04-23 13F Simmons Bank 31.317 -5,33 6.144 -2,74
2026-04-14 13F Papp L Roy & Associates 3.018 -15,98 592 -13,58
2026-05-12 13F Vaughan David Investments Inc/il 6.100 -3,76 1 0,00
2026-05-05 13F Prosperity Consulting Group, LLC 19.685 -6,04 3.862 -3,47
2026-04-29 13F Golden Road Advisors Llc 218.561 -0,18 42.882 2,54
2026-04-09 13F Pacifica Partners Inc. 924 -18,09 181 -16,59
2026-05-05 13F Atria Investments Llc 381.531 -1,57 74.856 1,12
2026-05-11 13F Fourth Dimension Wealth, LLC 18.870 -15,69 3.702 -13,38
2026-05-07 13F Koss-Olinger Consulting, LLC 23.896 -17,83 4.688 -15,59
2026-04-28 13F Fortis Capital Advisors, LLC 6.559 -11,76 1.287 -9,30
2026-04-30 13F Sollinda Capital Management LLC 0 -100,00 0
2026-04-10 13F Capital Advantage, Inc. 1.706 -0,87 335 1,83
2026-04-13 13F Richard P Slaughter Associates Inc 0 -100,00 0
2026-05-06 13F Windward Private Wealth Management Inc. 26.896 -4,19 5.277 -1,59
2026-05-11 13F CAPROCK Group, Inc. 56.611 -6,22 11.107 -3,66
2026-06-01 13F Integrated Investment Consultants, LLC 32.430 -4,73 6.363 -2,14
2026-05-11 13F Haverford Trust Co 6.963 -24,34 1.366 -22,25
2026-04-24 13F Pw Advisors, Llc \ Fl 3.141 -6,35 616 -3,75
2026-05-13 13F NewEdge Wealth, LLC 248.233 -1,79 48.703 0,89
2026-04-15 13F Cypress Wealth Services, LLC 3.768 -3,98 739 -1,34
2026-05-08 13F Paulson Wealth Management Inc. 1.185 -0,08 232 2,65
2026-05-13 13F Tobias Financial Advisors, Inc. 20.522 -5,22 4.026 -2,64
2026-04-14 13F Amicus Financial Advisors, LLC 22.630 -2,17 4.440 0,52
2026-05-11 13F Kestra Investment Management, LLC 9.433 -27,29 1.851 -25,31
2026-05-07 13F Agf Management Ltd 29.980 -0,74 5.882 1,98
2026-05-13 13F WealthCollab, LLC 273 -89,97 53 -89,79
2026-04-15 13F Atwood & Palmer Inc 208 -29,73 41 -28,57
2026-04-17 13F Murphy & Mullick Capital Management Corp 1.937 -3,73 380 -1,04
2026-05-06 13F Assetmark, Inc 1.407.931 -2,24 276.236 0,42
2026-05-14 13F St. Louis Trust Co 45.076 -2,37 8.844 0,29
2026-01-14 13F BFI Infinity Ltd. Put 0 -100,00 0 -100,00
2026-04-08 13F Pines Wealth Management, LLC 3.509 -1,40 688 1,33
2026-04-16 13F Solitude Financial Services 1.048 -8,63 212 -3,65
2026-04-28 13F Winthrop Capital Management, LLC 30.869 -0,85 6 20,00
2026-05-12 13F Summit Trail Advisors, Llc 39.738 -23,11 7.797 -21,02
2026-05-05 13F Delta Financial Advisors Llc 1.110 -2,63 218 0,00
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-24 13F TSG Advice Partners, LLC 1.738 -3,44 341 -0,87
2026-05-13 13F Forefront Analytics, LLC 1.317 -61,99 258 -60,97
2026-02-12 13F Groupe la Francaise 0 -100,00 0
2026-04-21 13F Compass Planning Associates Inc 105.077 -5,45 20.616 -2,87
2026-04-24 13F Livet Wealth, LLC 15.788 -30,31 3.098 -28,41
2026-04-27 13F CWS Financial Advisors, LLC 58.082 -2,81 11.396 -0,17
2026-05-15 13F Ballast, Inc. 2.811 -2,43 552 0,18
2026-05-05 13F Collaborative Wealth Managment Inc. 1.843 -45,12 362 -43,68
2026-04-15 13F LongView Wealth Management 17.257 -3,55 3.503 -0,57
2026-04-27 13F Tsfg, Llc 27.412 -1,77 5 0,00
2026-05-18 13F Edgestream Partners, L.P. 10.472 -15,54 2.055 -13,26
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-29 13F Advance Capital Management, Inc. 5.590 -1,90 1.097 0,74
2026-05-08 13F Guidance Capital, Inc 1.668 -1,82 345 2,08
2026-04-14 13F Bay Harbor Wealth Management, LLC 79.379 -7,43 15.574 -4,90
2026-05-11 13F First National Bank Of Omaha 88.514 -0,30 17.346 2,25
2026-05-04 13F Hexagon Capital Partners LLC 18.801 -3,59 3.689 -0,97
2026-05-01 13F Martel Wealth Advisors Inc 33.761 -2,55 6.624 0,11
2026-04-17 13F Brave Asset Management Inc 5.719 -4,59 1.122 -1,92
2026-05-06 13F John G Ullman & Associates Inc 0 -100,00 0
2026-04-29 13F Duncker Streett & Co Inc 1.250 -3,10 245 -0,41
2026-04-06 13F Gpwm Llc 52.411 -0,85 10.283 1,86
2026-05-12 13F Ally Invest Advisors Inc. 5.899 -25,63 1.157 -23,58
2026-05-13 13F Bank Of Montreal /can/ 191.521 -53,95 37.576 -52,69
2026-02-09 13F Mathes Company, Inc. 0 -100,00 0
2026-05-05 13F Williams Jones Wealth Management, LLC. 4.489 -5,36 881 -2,76
2026-05-11 13F Atlas Legacy Advisors, LLC 8.849 -9,99 1.736 -7,51
2026-05-06 13F HighMark Wealth Management LLC 0 -100,00 0
2026-05-05 13F Advantage Trust Co 116.964 -0,46 22.948 2,25
2026-04-07 13F Carolina Wealth Advisors, LLC 10 -91,87 2 -95,65
2026-05-15 13F Balyasny Asset Management Llc 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 120.529 -0,78 23.648 1,92
2026-04-22 13F Eqis Capital Management, Inc. 151.572 -4,86 29.738 -2,27
2026-05-12 13F Hanlon Investment Management, Inc. 11.030 -36,24 2.164 -34,50
2026-04-20 13F Breakwater Capital Group 75.835 -0,89 14.879 1,81
2026-05-12 13F Strategic Wealth Partners, Ltd. 4.908 -7,59 963 -5,13
2026-01-22 13F Westbourne Investments, Inc. 0 -100,00 0
2026-04-17 13F Hanson & Doremus Investment Management 1.760 -0,85 0
2026-04-23 13F Comprehensive Money Management Services LLC 2.105 -2,32 413 0,49
2026-04-28 13F Kiley Juergens Wealth Management, Llc 25.194 -5,58 4.943 -2,98
2026-05-11 13F Wrapmanager Inc 1.883 -34,44 369 -32,66
2026-05-06 13F Arjuna Capital 0 -100,00 0
2026-05-14 13F Guardian Asset Advisors, LLC 4.280 -49,11 840 -47,76
2026-04-22 13F Oak Harvest Investment Services 33.050 -3,72 6.484 -1,10
2026-05-12 13F Laurel Wealth Advisors LLC 1.431 -34,39 296 -28,85
2026-05-14 13F Providence Capital Advisors, LLC 357 -27,44 70 -24,73
2026-05-14 13F Modern Wealth Management, LLC 166.650 -1,66 32.775 1,27
2026-05-13 13F Adviser Investments LLC 3.430.591 -6,52 673.082 -3,97
2026-05-07 13F Tacita Capital Inc 18.659 -2,63 3.661 0,03
2026-05-14 13F Trustmark National Bank Trust Department 282.711 -17,69 55.468 -15,45
2026-05-04 13F Cornerstone Advisory, LLC 31.915 -2,72 6.262 -0,08
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-11 13F Smith Partners Wealth Management, LLC 15.777 -6,48 3.096 -3,94
2026-04-17 13F Krilogy Financial LLC 67.227 -2,42 13.619 -0,29
2026-05-01 13F Holistic Planning, LLC 36.050 -0,00 7.073 2,72
2026-05-05 13F Newbridge Financial Services Group, Inc. 1.662 -2,52 326 0,31
2026-04-17 13F AdvisorNet Financial, Inc 16.432 -2,09 3.224 0,59
2026-04-17 13F Bell Investment Advisors, Inc 99.270 -2,96 19.477 -0,31
2026-05-15 13F DT Investment Partners, LLC 18.830 -5,97 3.694 -3,40
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Tumwater Wealth Management, LLC 1.107 -0,72 217 2,36
2026-05-07 13F Pillar Financial Advisors, LLC 16.059 -1,98 3.151 0,67
2026-05-13 13F Pitcairn Wealth Advisors LLC 1.413 -0,07 270 0,00
2026-04-30 13F Base Wealth Management LLC 21.110 -11,87 4.142 -9,47
2026-01-30 13F Canandaigua National Bank & Trust Co 1.956 -5,60 374 -3,37
2026-05-21 13F Essential Partners LLC 2.806 -1,23 550 1,48
2026-04-23 13F Capital Investment Counsel, LLC 4.794 -13,48 941 -11,15
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-05-05 13F Cherry Tree Wealth Management, LLC 94.311 -4,61 18.504 -2,01
2026-05-12 13F Parsonex Advisory Services, Inc. 9.179 -11,82 1.801 -9,46
2026-05-05 13F Mjp Associates Inc /adv 5.369 -4,40 1.053 -1,77
2026-03-09 13F EMC Capital Management 200 -89,25 0
2026-05-14 13F Neuberger Berman Group LLC 35.726 -1,36 7.009 1,33
2026-04-08 13F Northstar Advisory Group, LLC 3.092 -2,58 607 0,00
2026-04-01 13F Bangor Savings Bank 2.023 -3,99 397 -1,49
2026-05-01 13F Evolution Advisers, Inc. 130.751 -0,56 26 0,00
2026-04-28 13F Core Wealth Advisors, Llc 49.483 -9,08 9.709 -6,60
2026-05-05 13F Journey Advisory Group, LLC 7.044 -1,18 1.382 1,54
2026-01-23 13F Bowman & Co S.C. 5.196 -3,22 992 -0,90
2026-04-17 13F Stonebridge Financial Group, LLC / MO 17.997 -0,02 3.531 2,73
2026-04-27 13F Smith & Howard Wealth Management, LLC Put 0 -100,00 0
2026-05-05 13F West Paces Advisors Inc. 1.149 -20,92 225 -18,77
2026-04-17 13F Old North State Wealth Management, LLC 20.307 -11,04 3.988 -8,60
2026-04-30 13F Triune Financial Partners, LLC 20.437 -0,45 4.010 -2,22
2026-04-17 13F/A Founders Financial Securities Llc 53.757 -27,94 10.910 -23,42
2026-04-22 13F Monument Group Wealth Advisors, LLC 21.118 -7,99 4.144 -5,48
2026-02-12 13F Commonwealth Equity Services, Llc 2.712.802 -17,41 518.118 84.559,80
2026-04-21 13F Maridea Wealth Management LLC 5.123 -2,20 1.005 0,50
2026-04-20 13F CWA Asset Management Group, LLC 16.800 -0,46 3.296 2,26
2026-04-21 13F OneAscent Wealth Management LLC 1.182 -8,16 232 -5,71
2026-04-24 13F Semus Wealth Partners LLC 1.570 -0,51 308 2,33
2026-05-11 13F Lionshead Wealth Management, LLC 2.092 -2,97 410 -0,24
2026-05-22 13F Independent Wealth Advisors LLC 5.737 -7,11 1.126 -4,58
2026-04-22 13F Evensky & Katz LLC 551 -0,18 0
2026-05-14 13F Us Bancorp \de\ 644.088 -22,58 126.371 -20,46
2026-05-01 13F/A Lodestone Wealth Management LLC 22.041 -0,74 4.324 1,98
2026-04-23 13F Daviman Financial, LLC 0 -100,00 0
2026-05-04 13F Legacy Financial Group LLC 3.004 -1,28 589 -4,85
2026-04-13 13F Bouchey Financial Group Ltd 2.978 -26,31 604 -21,66
2026-05-08 13F Red Wave Investments LLC 58.750 -1,39 11.527 1,30
2026-04-22 13F Avantra Family Wealth, Inc. 0 -100,00 0
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 4.655 -0,02 913 2,70
2026-05-15 13F SIMA Wealth Partners, LLC 7.016 -18,57 1.377 -16,35
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-04-21 13F Topsail Wealth Management, LLC 11.734 -0,04 2.302 2,72
2026-04-30 13F Costello Asset Management, INC 0 -100,00 0
2026-04-08 13F Gladwyn Financial Advisors, Inc. 6.859 -1,21 1.346 1,51
2026-05-14 13F SlateStone Wealth, LLC 14.139 -0,82 3 0,00
2026-05-15 13F Pinney & Scofield, Inc. 960 -13,90 188 -11,32
2026-04-24 13F Michels Family Financial, LLC 8.234 -1,46 1.615 1,25
2026-05-13 13F Truvestments Capital Llc 1 -98,91 0 -100,00
2026-04-10 13F Impact Capital Partners LLC 4.922 -3,01 966 -0,41
2026-04-13 13F Accelerate Investment Advisors LLC 3.638 -32,35 714 -30,57
2026-04-27 13F Apeiron RIA LLC 10.750 -3,00 2.109 -0,33
2026-05-11 13F Portland Global Advisors LLC 2.525 -13,65 495 -11,29
2026-04-16 13F Cornerstone Management, Inc. 517.970 -0,19 101.626 2,53
2026-04-23 13F Emerald Advisors, LLC 68.456 -9,11 13.431 -6,63
2026-05-15 13F Shufro Rose & Co Llc 4.251 -2,83 834 -0,12
2026-05-07 13F Transce3nd, LLC 82 -7,87 16 -5,88
2026-04-20 13F Peoples Financial Services Corp. 3.117 -0,86 612 1,83
2026-05-14 13F Bridgewater Advisors Inc. 5.609 -32,74 1.169 -29,43
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 1.310 -50,42 257 -50,39
2026-05-18 13F Arkadios Wealth Advisors 127.983 -21,17 25.110 -19,02
2026-04-15 13F Diligent Investors, LLC 4.098 -5,20 804 -2,55
2026-05-13 13F Capital World Investors 2.211 -68,83 427 -68,77
2026-04-17 13F Brown, Lisle/cummings, Inc. 5.247 -1,13 1.029 1,58
2026-04-21 13F Foster & Motley Inc 6.342 -9,15 1 0,00
2026-04-30 13F Private Trust Co Na 18.305 -0,41 3.592 2,31
2026-05-15 13F DV Trading LLC 0 -100,00 0
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 6.480 -0,02 1.271 2,75
2026-04-28 13F Philip James Wealth Mangement, LLC 0 -100,00 0
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 4.737 -2,39 929 0,32
2026-04-08 13F Olistico Wealth, LLC 42.809 -6,39 8.399 -3,82
2026-04-21 13F Grimes & Company, Inc. 9.666 -0,27 1.896 2,49
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 2.868 -1,21 563 1,44
2026-05-14 13F Roof Eidam & Maycock/adv 60.365 -0,86 11.844 1,84
2026-04-27 13F Vivid Wealth Management, LLC 45.044 -2,79 8.838 -0,14
2026-04-17 13F LMG Wealth Partners, LLC 3.816 -0,99 749 1,77
2026-05-06 13F Kera Capital Partners, Inc. 1.045 -3,69 205 -5,09
2026-05-12 13F Kovack Advisors, Inc. 58.068 -4,76 11.411 -2,00
2026-04-28 13F Peak Financial Management, Inc. 5.262 -2,28 1.032 0,39
2026-05-01 13F Avid Wealth Partners LLC 0 -100,00 0
2026-04-21 13F Red Tortoise LLC 28.037 -0,48 5.497 2,17
2026-05-14 13F Diversified Enterprises, LLC 32.624 -5,56 6.401 -2,99
2026-04-27 13F Exencial Wealth Advisors, Llc 343.665 -1,30 67.427 1,39
2026-05-14 13F Safeguard Investment Advisory Group, LLC 2.229 -19,06 437 -16,92
2026-05-01 13F Summit Financial Strategies, Inc. 8.043 -12,63 1.578 -10,24
2026-04-28 13F Golden State Wealth Management, LLC 4.608 -15,39 904 -13,08
2026-05-11 13F TD Capital Management LLC 137.633 -0,07 27.004 2,65
2026-01-26 13F Prosperity Financial Group, Inc. 0 -100,00 0
2026-04-24 13F Bishop & Co Investment Management, LLC 280.613 -0,65 55.056 2,07
2026-05-12 13F Dearborn Partners Llc 4.607 -2,58 904 0,00
2026-04-15 13F DecisionMap Wealth Management, LLC 3.715 -10,00 729 -7,61
2026-05-06 13F Centennial Bank/AR/ 0 -100,00 0
2026-04-21 13F Falcon Wealth Planning 93.601 -1,41 18.365 1,28
2026-04-20 13F Leeward Financial Partners, LLC 64.572 -1,53 12.669 1,16
2026-04-07 13F Signaturefd, Llc 351.113 -1,09 68.888 1,61
2026-05-11 13F RWM Asset Management, LLC 7.891 -3,57 1.548 -4,56
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-29 13F Odyssey Capital Advisors, Inc. 4.700 -10,05 922 -7,62
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 173.329 -1,37 34.007 1,32
2026-04-27 13F Serenus Wealth Advisors, LLC 5.342 -0,32 1.048 2,44
2026-01-22 13F Greenberg Financial Group 30.779 -5,25 5.878 -7,77
2026-04-22 13F Richard Bernstein Advisors LLC 969.895 -41,65 190.298 -40,06
2026-04-08 13F Sapient Capital Llc 106.998 -8,97 20.993 -7,15
2026-04-09 13F IFG Advisors, LLC 1.505 -4,38 295 -1,67
2026-05-15 13F Nikulski Financial, Inc. 13.537 -21,71 2.656 -19,56
2026-04-21 13F Magnolia Private Wealth, LLC 6.048 -0,21 1.187 2,51
2026-05-14 13F First Commonwealth Financial Corp /pa/ 2.738 -3,79 537 -1,10
2026-04-17 13F Total Clarity Wealth Management, Inc. 2.830 -2,01 555 0,73
2026-05-12 13F WealthTrak Capital Management LLC 9.775 -20,22 1.918 -18,08
2026-04-23 13F SJS Investment Consulting Inc. 4.180 -2,20 820 0,49
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0 -100,00
2026-04-14 13F Cathy Pareto & Associates, Inc 3.126 -0,19 613 2,51
2026-04-20 13F McKinley Carter Wealth Services, Inc. 10.179 -1,10 1.997 1,63
2026-05-01 13F United Bank 20.341 -3,57 3.991 -0,94
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-05-01 13F Rakuten Securities, Inc. 3 -40,00 1
2026-01-29 13F Northern Oak Wealth Management Inc 0 -100,00 0 -100,00
2026-05-15 13F Clark Capital Management Group, Inc. 9.026 -29,85 1.771 -27,96
2026-02-13 13F Natixis 0 -100,00 0
2026-05-08 13F Birchcreek Wealth Management, LLC 24.041 -0,86 4.717 1,84
2026-05-11 13F Umb Bank N A/mo 380.500 -1,44 74.654 1,24
2026-04-15 13F Redhawk Wealth Advisors, Inc. 1.944 -3,33 381 -0,78
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 13.420 -16,08 2.633 -13,79
2026-04-21 13F Hidden Cove Wealth Management, LLC 3.848 -1,56 755 1,07
2026-01-27 13F Mills Wealth Advisors LLC 0 -100,00 0
2026-05-15 13F Segall Bryant & Hamill, Llc 0 -100,00 0
2026-04-29 13F Efficient Advisors, LLC 494.023 -15,24 96.927 -12,93
2026-05-04 13F MB Generational Wealth, LLC 5.667 -1,97 1.112 0,63
2026-05-04 13F Bridges Investment Management Inc 8.316 -15,42 1.632 -13,11
2026-05-13 13F Keystone Financial Group 59.589 -1,57 11.715 1,31
2026-05-11 13F Mountain Capital Investment Advisors, Inc 623.769 -8,74 126.912 -6,03
2026-02-12 13F Stonegate Management LLC 0 -100,00 0
2026-04-16 13F CPR Investments Inc. 0 -100,00 0
2026-05-11 13F Citigroup Inc 2.329.100 -12,20 456.969 -9,81
2026-05-13 13F Petra Financial Advisors Inc 0 -100,00 0
2026-06-03 13F/A Wealthquest Corp 1.101 -0,90 216 1,89
2026-04-16 13F First Community Trust Na 4.419 -0,94 867 1,76
2026-05-11 13F POM Investment Strategies, LLC 51 -87,74 10 -87,34
2026-04-16 13F Center For Asset Management LLC 2.282 -7,69 448 -5,30
2026-04-21 13F Wesbanco Bank Inc 8.200 -1,95 1.609 0,69
2026-04-24 13F Greystone Financial Group, LLC 17.660 -47,96 3.465 -46,55
2026-05-05 13F Duncan Williams Asset Management, LLC 46.748 -6,65 9.172 -10,04
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-05-05 13F Milestone Investment Advisors LLC 19.845 -0,22 3.894 2,50
2026-04-07 13F CoreCap Advisors, LLC 83.708 -0,93 16.424 1,78
2026-05-01 13F Ferguson Wellman Capital Management, Inc 5.017 -2,09 984 0,61
2026-04-13 13F Foster Group, Inc. 604.953 -1,17 118.692 1,53
2026-05-15 13F MidFirst Bank 1.729 -39,08 339 -37,45
2026-04-27 13F Qrg Capital Management, Inc. 85.646 -0,97 16.804 1,73
2026-05-12 13F Baker Avenue Asset Management, LP 1.568 -63,87 308 -62,92
2026-01-16 13F Five Oceans Advisors 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 18.915 -7,07 3.612 -4,82
2026-02-06 13F Morling Financial Advisors, LLC 0 -100,00 0 -100,00
2026-05-08 13F McAdam, LLC 33.286 -0,14 6.531 2,59
2026-05-13 13F River Wealth Advisors LLC 4.621 -6,51 907 -4,03
2026-04-20 13F ABLE Financial Group, LLC 1.704 -4,54 334 -1,76
2026-05-15 13F Equitable Holdings, Inc. 1.146.092 -11,99 128.269 -48,43
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1.446.101 -16,61 284.471 -16,43
2026-04-22 13F Pasadena Private Wealth, LLC 410.702 -8,09 80.580 -5,59
2026-05-06 13F Benningfield Financial Advisors, Llc 11.083 -2,41 2.175 0,23
2026-05-15 13F Point72 Asset Management, L.P. 0 -100,00 0 -100,00
2026-05-15 13F IHT Wealth Management, LLC 75.784 -8,47 14.869 -5,98
2026-04-23 13F O'Connor Financial Group LLC 4.857 -3,69 953 -4,42
2026-04-28 13F Fee-Only Financial Planning, L.C. 164.391 -1,34 32.253 1,35
2026-05-05 13F Crestwood Advisors Group LLC 16.649 -2,32 3.267 0,34
2026-04-14 13F Zrc Wealth Management, Llc 1.040 -13,62 204 -10,92
2026-02-13 13F Total Wealth Planning, Llc 20.187 -93,76 3.855 -93,61
2026-04-16 13F MontVue Capital Management, Inc. 1.183 -0,92 232 1,75
2026-04-16 13F Fiduciary Advisors, Inc. 31.919 -2,86 6.262 -0,21
2026-04-17 13F Bellecapital International Ltd. 0 -100,00 0
2026-05-13 13F Green Harvest Asset Management LLC 7.786 -0,14 1.528 2,55
2026-05-13 13F Carter Financial, LLC 53.159 -2,30 10.430 0,37
2026-05-12 13F Aspiriant, Llc 99.384 -1,22 19.499 1,48
2026-05-12 13F Planwiser Financial, Llc 19.931 -38,89 4.027 -37,79
2026-05-15 13F AIMZ Investment Advisors, LLC 13.488 -6,29 2.646 -3,71
2026-05-15 13F Jones Financial Companies Lllp 51.321.269 -7,15 9.923.706 -6,00
2026-05-14 13F Financial Engines Advisors L.L.C. 226.853 -4,54 44.509 -1,94
2026-04-24 13F rebel Financial LLC 10.510 -1,84 2.062 0,88
2026-05-05 13F Black Diamond Financial, LLC 90.040 -33,19 17.666 -31,37
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-04-02 13F Collective Family Office Llc 64.166 -1,22 12.589 1,48
2026-05-11 13F Howard Wealth Management, Llc 15.021 -0,02 2.947 2,72
2026-05-15 13F 44 Wealth Management Llc 0 -100,00 0
2026-05-05 13F Donalies Financial Planning, LLC 16.623 -0,76 3.261 1,94
2026-05-11 13F Waddell & Associates, Llc 22.497 -1,95 4.414 0,71
2026-05-11 13F National Wealth Management Group, LLC 5.167 -14,50 1.014 -12,22
2026-04-21 13F Decker Retirement Planning Inc. 0 -100,00 0
2026-04-16 13F Scott & Selber, Inc. 2.070 -0,19 406 2,53
2026-04-24 13F Key FInancial Inc 9.440 -1,72 1.852 0,98
2026-04-27 13F Greenleaf Trust 9.538 -16,34 1.871 -14,06
2026-04-28 13F Busey Wealth Management 3.274 -6,78 642 -4,18
2026-04-28 13F Howe & Rusling Inc 4.505 -8,77 884 -6,36
2026-02-25 13F Kw Wealth Management Llc 1.434 -0,97 274 1,11
2026-05-07 13F Tidemark, LLC 0 -100,00 0
2026-04-15 13F Fjell Capital, LLC 8.817 -24,43 1.730 -22,40
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 3.262 -0,52 640 2,24
2026-05-04 13F MTC Wealth Management LLC 55.599 -50,42 10.909 -49,07
2026-05-13 13F/A Atlas Wealth LLC 1.312 -16,22 257 -14,05
2026-05-13 13F Calton & Associates, Inc. 6.781 -17,89 1.330 -15,66
2026-05-13 13F Mackenzie Financial Corp 3.199 -93,49 628 -93,36
2026-05-14 13F Jacobi Capital Management LLC 14.439 -0,23 2.833 2,46
2026-04-23 13F Willis Johnson & Associates, Inc. 37.841 -3,31 7.424 -0,67
2026-05-15 13F GWM Advisors LLC 810.598 -33,57 65.757 -71,79
2026-05-05 13F PFG Advisors 51.663 -2,59 10.136 0,07
2026-05-15 13F Briggs Wealth Management, Inc 4.874 -11,67 956 -9,21
2026-05-11 13F United Bank 13.701 -16,69 2.688 -14,42
2026-05-26 13F Summit Financial Wealth Advisors, LLC 8.247 -1,93 1.618 0,75
2026-04-30 13F Cookson Peirce & Co Inc 10.591 -18,10 2.078 -15,88
2026-05-13 13F Principal Securities, Inc. 147.560 -2,18 28.951 0,49
2026-04-17 13F Essex Savings Bank 4.752 -7,31 932 -4,80
2026-04-24 13F Lynch Asset Management, Inc. 639 -4,77 125 -2,34
2026-04-24 13F Capital Asset Advisory Services LLC 9.622 -6,98 1.965 -3,20
2026-05-12 13F Taylor Hoffman Capital Management LLC 7.896 -1,00 1.549 1,71
2026-05-15 13F EFG International AG 3.341 -7,63 656 -5,07
2026-04-23 13F Members Wealth Llc 2.230 -3,21 452 -0,88
2026-04-21 13F Moseley Investment Management Inc 2.566 -3,32 504 -0,59
2026-05-05 13F Woodmont Investment Counsel Llc 738.418 -1,34 144.878 1,35
2026-05-13 13F Caitlin John, LLC 4.712 -8,82 924 -6,38
2026-05-12 13F Cambiar Investors Llc 2.056 -77,53 403 -76,93
2026-04-22 13F JNBA Financial Advisors 1.564 -6,07 307 -3,47
2026-05-11 13F Boston Partners 63.667 -6,34 12.492 -3,79
2026-04-21 13F Narus Financial Partners, LLC 13.264 -1,26 2.602 1,44
2026-05-06 13F Fidelis Capital Partners, LLC 6.640 -1,29 1.303 1,40
2026-04-17 13F BAM Wealth Management, LLC 1.563 -1,51 307 0,99
2026-04-10 13F Wealth Group Ltd 2.438 -0,16 478 2,58
2026-05-12 13F Ausdal Financial Partners, Inc. 67.508 -1,22 13.245 1,47
2026-05-14 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-05-15 13F Silver Grove Financial Group, Inc. 5.436 -1,45 1.067 1,23
2026-04-08 13F Lakeridge Wealth Management LLC 1.393 -1,49 273 1,11
2026-05-12 13F Rathbone Brothers plc 5.847 -5,13 1.147 -2,55
2026-04-23 13F Glass Jacobson Investment Advisors llc 23.868 -0,40 4.683 2,32
2026-05-08 13F Camelot Portfolios, LLC 7.215 -22,88 1.416 -20,77
2026-02-03 13F Alpha Cubed Investments, LLC 9.954 -1,74 1.901 0,64
2026-04-29 13F Austin Asset Management Co Inc 3.523 -1,40 691 1,32
2026-04-22 13F Gemmer Asset Management LLC 82.098 -1,26 16.108 1,44
2026-05-11 13F Investments & Financial Planning, LLC 4.625 -2,34 907 0,33
2026-05-15 13F Quadcap Wealth Management, LLC 19.860 -5,07 3.897 -2,48
2026-02-17 13F Snowden Capital Advisors LLC 57.474 -0,73 10.977 1,14
2026-05-12 13F Causey Wealth LLC 8.076 -4,41 1.585 -1,80
2026-05-06 13F Atlantic Trust, LLC 1.060 -3,72 208 -1,43
2026-05-06 13F Topel & Distasi Wealth Management, LLC 100.565 -0,08 19.731 2,64
2026-05-06 13F WoodTrust Financial Corp 17.379 -13,94 3 0,00
2026-04-24 13F MOR Wealth Management, LLC 13.937 -0,26 2.734 2,47
2026-02-13 13F Pine Valley Investments Ltd Liability Co 38.188 -1,36 7.293 0,57
2026-05-06 13F Private Wealth Asset Management, LLC 15.656 -6,54 3.072 -4,00
2026-05-14 13F Raymond James Financial Inc 8.736.451 -0,27 1.714.092 2,46
2026-04-27 13F GenTrust, LLC 26.802 -11,22 5.259 -8,79
2026-05-14 13F ASB Consultores, LLC 3.628 -32,67 749 -29,93
2026-05-05 13F Plante Moran Financial Advisors, LLC 3.340 -7,94 655 -5,35
2026-05-05 13F Marks Group Wealth Management, Inc 6.398 -10,79 1.255 -8,33
2026-04-16 13F ARS Investment Partners, LLC 1.967 -8,89 386 -6,31
2026-04-10 13F Pure Financial Advisors, Inc. 90.234 -2,45 17.704 0,21
2026-04-23 13F Private Wealth Management Group, LLC 1.387 -25,83 272 -23,81
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 8.411 -0,70 1.650 2,04
2026-04-07 13F Calder Financial LLC 24.774 -2,50 4.872 0,41
2026-04-22 13F Wiser Advisor Group LLC 10.432 -1,65 2.047 1,04
2026-04-10 13F MKT Advisors LLC 2.493 -0,28 493 1,23
2026-05-18 13F Claris Financial LLC 28.587 -1,60 5.609 1,08
2026-05-15 13F First Manhattan Co 23.002 -1,31 4.513 1,37
2026-04-24 13F Means Investment Co., Inc. 2.503 -18,28 491 -16,07
2026-05-15 13F Rehmann Capital Advisory Group 25.182 -0,78 4.941 1,92
2026-05-01 13F Avion Wealth 235 -38,16 0
2026-05-12 13F Acorn Creek Capital Llc 168.545 -0,88 33.069 1,82
2026-05-04 13F N.E.W. Advisory Services LLC 29.381 -0,32 5.765 2,40
2026-04-30 13F BRYN MAWR TRUST Co 16.987 -2,30 3.333 0,36
2026-04-28 13F Wealth Management Resources, Inc. 21.826 -2,44 4.282 0,21
2026-04-28 13F Stephens Inc /ar/ 418.100 -0,07 82.031 2,66
2026-05-06 13F Bonfire Financial 21.661 -7,31 4.250 -4,79
2026-05-13 13F Buckingham Strategic Partners 91.982 -9,42 18.047 -6,95
2026-05-12 13F Jane Street Group, Llc Call 54.800 -3,69 10.752 -1,07
2026-04-09 13F Trust Co of Tennessee 473.952 -1,52 92.990 1,17
2026-05-13 13F Townsquare Capital Llc 0 -100,00 0
2026-05-11 13F Blue Bell Private Wealth Management, Llc 3.039 -16,19 596 -13,87
2026-05-05 13F Trail Ridge Investment Advisors, LLC 3.514 -11,91 689 -9,46
2026-05-12 13F Creative Planning 902.783 -3,78 177.126 -1,16
2026-05-12 13F Hilltop Partners LLC 167.908 -1,52 32.943 1,16
2026-04-20 13F L.K. Benson & Company, P.C. 15.932 -2,41 3.126 0,26
2026-05-08 13F Maia Wealth LLC 1.866 -14,36 366 -17,75
2026-04-15 13F Fifth Third Securities, Inc. 133.867 -1,30 26.265 1,39
2026-05-05 13F Noesis Capital Mangement Corp 5.780 -10,53 1.134 -8,03
2026-05-04 13F NWF Advisory Services Inc. 18.586 -2,89 3.646 -0,25
2026-04-07 13F Sage Capital Advisors,llc 1.340 -1,62 263 0,77
2026-04-15 13F Elevatus Welath Management 28.511 -47,04 5.594 -45,60
2026-04-22 13F Matauro, Llc 68.590 -15,79 13.457 -13,49
2026-04-08 13F RDA Financial Network 7.773 -0,18 1.525 2,56
2026-04-23 13F Salus Financial Advisors, LLC 9.306 -2,99 1.826 -0,38
2026-05-11 13F Blueprint Financial Advisors LLC 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 15.594 -5,30 3.055 -2,95
2026-05-11 13F Catalyst Financial Partners Llc 3.452 -18,35 677 -16,11
2026-04-27 13F Truist Financial Corp 2.405.835 -7,78 472.025 -5,27
2026-04-16 13F Five Pine Wealth Management 63.433 -0,93 12.431 1,65
2026-04-30 13F Stablepoint Partners, LLC 2.010 -1,76 394 1,03
2026-05-14 13F Klingman & Associates, LLC 11.876 -12,68 2.330 -10,28
2026-02-17 13F NewSquare Capital LLC 0 -100,00 0
2026-05-04 13F Roberts Glore & Co Inc /il/ 6.670 -0,70 1.309 2,03
2026-05-11 13F SCS Capital Management LLC 1.014.417 -2,73 199.029 -0,08
2026-05-13 13F Cascade Investment Group, Inc. 1.838 -0,49 361 2,27
2026-05-11 13F Valpey Financial Services, LLC 43.377 -1,25 8.511 1,44
2026-05-15 13F Janus Henderson Group Plc 86.535 -16,44 16.978 -14,16
2026-04-29 13F CFS Investment Advisory Services, LLC 7.345 -3,52 1.500 3,16
2026-05-12 13F Culbertson A N & Co Inc 23.373 -2,75 4.586 -0,11
2026-04-10 13F Stillwater Capital Advisors, LLC 1.026 -88,77 201 -72,91
2026-05-05 13F Putnam Fl Investment Management Co 13.509 -1,29 2.651 1,42
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-02-10 13F Glassy Mountain Advisors, Inc. 0 -100,00 0
2026-05-14 13F Rock Point Advisors, LLC 0 -100,00 0
2026-02-09 13F Avalon Trust Co 0 -100,00 0 -100,00
2026-04-20 13F Courier Capital Llc 144.342 -0,31 28.320 2,41
2026-05-14 13F Rodgers Brothers Inc. 0 -100,00 0
2026-04-20 13F Brandywine Oak Private Wealth Llc 700.170 -0,49 137.373 2,22
2026-04-13 13F BKA Wealth Consulting, Inc. 1.409 -1,05 277 1,85
2026-04-24 13F Jacobsen Capital Management 189.476 -5,52 37.175 -2,94
2026-05-15 13F Fairview Capital Investment Management, Llc 1.903 -6,16 373 -3,62
2026-04-23 13F Greenhouse Wealth Management, LLC 64.563 -1,56 12.663 1,09
2026-04-17 13F Buffalo Business & Estate Services Ltd 338.073 -10,17 66.330 -7,72
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-04-09 13F Wealth Alliance Advisory Group, LLC 197.172 -3,04 38.685 -0,40
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-05-15 13F Verition Fund Management LLC 0 -100,00 0
2026-06-02 13F Norris Financial Group, LLC 0 -100,00 0 -100,00
2026-04-29 13F Hughes Financial Services, LLC 506 -4,53 99 -1,98
2026-04-17 13F Morris Financial Concepts, Inc. 698 -3,86 137 -1,45
2026-05-04 13F Bedel Financial Consulting, Inc. 5.713 -0,03 1.121 2,66
2026-05-04 13F Procyon Private Wealth Partners, LLC 6.901 -40,69 1.354 -39,11
2026-04-13 13F Fortress Wealth Group, LLC 124.166 -17,19 24.565 -17,98
2026-05-15 13F Goldman Sachs Group Inc 2.862.779 -3,60 561.677 -0,97
2026-04-29 13F Sagace Wealth Management LLC 10.135 -9,91 1.988 -7,45
2026-04-22 13F Strategic Planning Group, Llc 2.089 -1,04 410 1,49
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-05-12 13F First American Trust, Fsb 154.514 -15,11 30.316 -12,80
2026-04-10 13F Magnus Financial Group LLC 19.418 -5,05 3.810 -2,46
2026-05-11 13F Godfrey Financial Associates, Inc. 190 -14,03 37 -11,90
2026-02-17 13F Fortune 45 LLC 0 -100,00 0 -100,00
2026-05-01 13F Sawgrass Asset Management Llc 17.336 -0,13 3.401 2,59
2026-04-17 13F 55 North Private Wealth, LLC 10.678 -2,00 2.095 0,72
2026-05-05 13F LeClair Wealth Partners LLC 0 -100,00 0
2026-04-10 13F Armstrong Advisory Group, Inc 2.204 -1,48 432 1,17
2026-05-19 13F Financial Insights, Inc. 2.505 -3,65 491 -1,01
2026-01-26 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-05-04 13F Lincoln National Corp 1.399.269 -6,38 274.537 -3,83
2026-04-27 13F PFG Investments, LLC 17.034 -1,49 3.342 1,21
2026-04-28 13F TritonPoint Partners, LLC 3.473 -18,42 681 -16,24
2026-05-15 13F Brown Advisory Inc 162.322 -11,46 31.848 -9,04
2026-04-28 13F Raleigh Capital Management Inc. 2.946 -4,04 578 -1,54
2026-04-22 13F Samalin Investment Counsel, LLC 3.380 -1,89 663 0,76
2026-04-13 13F CJM Wealth Advisers, Ltd. 67.767 -5,12 13.296 -2,54
2026-05-13 13F Syon Capital Llc 17.255 -3,89 3.385 -1,28
2026-04-20 13F Crane Advisory, LLC 250.460 -5,24 50.738 -2,50
2026-04-17 13F Ignite Planners, LLC 1.280 -1,61 251 -3,09
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 340.165 -0,65 66.740 2,06
2026-05-06 13F Kitching Partners, Llc 14.331 -14,59 2.812 -12,27
2026-05-08 13F Tillman Hartley LLC 9.403 -5,00 1.845 -2,43
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 41.000 -50,60 8.044 -49,26
2026-04-14 13F Capital Asset Managemnet, LLC 4.841 -0,78 950 1,93
2026-04-27 13F FSM Wealth Advisors, LLC 2.390 -12,33 469 -10,00
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-13 13F Hm Payson & Co 949 -1,76 186 1,09
2026-04-27 13F TCI Wealth Advisors, Inc. 28.780 -0,07 5.647 2,65
2026-05-07 13F Confluence Wealth Services, Inc. 10.032 -6,01 1.968 -3,43
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-14 13F Roffman Miller Associates Inc /pa/ 8.906 -2,40 1.747 0,29
2026-04-10 13F Baker Tilly Financial, Llc 2.431 -49,22 477 -47,92
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0 -100,00
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-23 13F Prism Advisors, Inc. 96.503 -5,05 18.934 -2,46
2026-04-30 13F Mv Capital Management, Inc. 20.159 -0,38 3.955 2,36
2026-05-14 13F Hilltop Holdings Inc. 10.295 -49,36 2.020 -47,99
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-04-29 13F/A True Link Financial Advisors, LLC 13.105 -1,14 2.571 1,58
2026-05-13 13F Sepio Capital, LP 180.365 -0,63 35.388 2,08
2026-04-24 13F 4Thought Financial Group Inc. 7.891 -11,25 1.548 -8,83
2026-05-13 13F Abbot Financial Management, Inc. 5.573 -2,91 1.093 -0,27
2026-05-04 13F Archer Investment Corp 2.724 -6,04 535 -3,44
2026-01-30 13F Stegner Investment Associates Inc. 0 -100,00 0 -100,00
2026-04-27 13F Trademark Financial Management, LLC 0 -100,00 0
2026-05-14 13F Meridian Wealth Partners, LLC 2.959 -7,10 581 -4,61
2026-05-06 13F Oxford Financial Group Ltd 252.077 -5,70 49.458 -3,13
2026-04-17 13F Defined Wealth Management, Llc 28.800 -0,41 5.651 2,30
2026-04-28 13F Family CFO Inc 35.838 -3,67 7.031 -1,04
2026-04-30 13F Colton Groome Financial Advisors, Llc 1.405 -4,42 276 -1,79
2026-05-12 13F IFG Advisory, LLC 127 -99,84 25 -99,84
2026-04-24 13F TKG Advisors, LLC 79.200 -1,06 15.539 1,63
2026-04-29 13F Clear Point Advisors Inc. 0 -100,00 0
2026-04-02 13F Noble Wealth Management PBC 499 -4,95 98 -3,00
2026-05-08 13F TPG Financial Advisors, LLC 43.875 -5,93 8.608 -3,36
2026-05-11 13F Elevated Financial Group LLC 5.456 -6,77 1.070 -4,21
2026-01-14 13F Clarius Group, LLC 22.845 -0,37 4.363 2,03
2026-04-28 13F Angeles Investment Advisors, LLC 14.571 -20,64 2.859 -18,48
2026-04-15 13F ShankerValleau Wealth Advisors, Inc. 1.151 -1,46 226 0,90
2026-05-07 13F Key Capital Management, INC 27 -72,45 5 -72,22
2026-05-14 13F Bank Of Hawaii 501.531 -0,41 98.400 2,31
2026-05-04 13F WP Advisors, LLC 6.514 -2,18 1.278 0,55
2026-05-04 13F Copia Wealth Management 5.208 -10,39 1.022 -8,02
2026-05-21 13F Compass Capital Management, Inc 6.089 -10,15 1.195 -7,73
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 7.000 -1,48 1.373 1,25
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100,00 0
2026-02-13 13F J Hagan Capital, Inc. 0 -100,00 0
2026-04-09 13F TruWealth Advisors, LLC 1.107 -0,81 217 1,88
2026-04-15 13F Mogy Joel R Investment Counsel Inc 4.040 -1,82 793 0,89
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 1.030 -5,68 202 -2,88
2026-05-21 13F Verus Capital Partners, Llc 12.259 -3,96 2.405 -1,31
2026-04-13 13F Market Street Wealth Management Advisors Llc 141.272 -0,44 27.718 2,28
2026-05-01 13F Symphony Financial, Ltd. Co. 0 -100,00 0
2026-05-04 13F Guardsman Private Capital Management, Inc. 10.088 -27,89 1.979 -25,91
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100,00 0 -100,00
2026-05-12 13F Portside Wealth Group, LLC 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 4.926 -56,95 966 -55,79
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-01-12 13F Lanham O'Dell & Company, Inc. 55.738 -0,97 10.645 1,42
2026-04-29 13F Sigma Investment Counselors Inc 188.615 -2,23 37.006 0,43
2026-04-30 13F Equitable Trust Co 329.649 -0,54 64.677 2,17
2026-05-14 13F Satovsky Asset Management Llc 1.200 -7,26 235 -4,86
2026-05-12 13F Cannon Financial Strategists, Inc. 5.593 -6,20 1.097 -3,60
2026-05-15 13F Citadel Advisors Llc Call 24.200 -23,17 4.748 -21,08
2026-04-29 13F IAG Wealth Partners, LLC 1.717 -11,59 337 -9,19
2026-05-15 13F Ascent Group, LLC 30.656 -1,24 6.015 1,45
2026-04-29 13F Strategic Blueprint, LLC 207.546 -0,21 40.720 2,51
2026-05-15 13F Brandes Investment Partners, Lp 1.547 -94,20 304 -94,05
2026-05-13 13F Mach-1 Financial Group, Inc. 1.793 -15,14 352 -12,90
2026-05-15 13F Prosperitas Financial LLC 64.480 -6,59 12.651 -4,04
2026-04-28 13F Titan Investment Management LLC 0 -100,00 0
2026-04-07 13F Retirement Wealth Solutions LLC 298 -63,92 58 -63,06
2026-05-12 13F Chapman Financial Group, Llc 4.401 -3,32 864 -0,69
2026-04-21 13F Refined Wealth Management 36.517 -43,63 7.165 -42,09
2026-04-15 13F Activest Wealth Management 129 -40,83 25 -39,02
2026-04-30 13F Opus Capital Group, LLC 27.229 -3,67 5 0,00
2026-05-14 13F Cedar Wealth Management, LLC 0 -100,00 0
2026-05-04 13F Sfam, Llc 13.358 -0,68 2.621 2,02
2026-04-14 13F Austin Wealth Management, LLC 1.202 -81,95 238 -81,80
2026-05-15 13F Toroso Investments, LLC 25.645 -26,58 5.032 -24,58
2026-04-21 13F PDS Planning, Inc 11.544 -1,63 2.265 1,03
2026-04-27 13F Western Reserve Capital Management, LLC 4.870 -2,13 955 0,53
2026-04-22 13F SimpliFi, Inc. 1.515 -3,32 297 -0,67
2026-04-16 13F Kavar Capital Partners Group, Llc 3.770 -1,10 740 1,51
2026-04-27 13F Osborne Partners Capital Management, Llc 32.290 -2,33 6.335 0,33
2026-04-30 13F Indivisible Partners 24.031 -1,04 4.696 1,43
2026-05-19 13F Winnow Wealth Llc 0 -100,00 0
2026-04-29 13F Montag A & Associates Inc 19.915 -8,87 3.907 -6,37
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-04-22 13F Ariston Services Group 0 -100,00 1.021 6,80
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-04-13 13F Colorado Capital Management, Inc. 7.030 -0,76 1 0,00
2026-05-05 13F Bank of New York Mellon Corp 3.074.772 -12,08 603.270 -9,68
2026-01-14 13F Hoese & Co LLP 0 -100,00 0 -100,00
2026-05-12 13F Disciplined Investments, LLC 20.730 -0,80 4.067 1,90
2026-05-01 13F Pittenger & Anderson Inc 156 -58,18 31 -57,75
2026-01-27 13F Northern Financial Advisors Inc 0 -100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 14.258 -10,25 2.797 -7,78
2026-05-05 13F Steel Peak Wealth Management LLC 12.067 -0,16 2.368 2,56
2026-01-16 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-04-08 13F Arlington Trust Co LLC 550 -22,54 108 -20,74
2026-05-14 13F Beaird Harris Wealth Management, LLC 12.119 -3,20 2.378 -0,59
2026-05-11 13F VeraBank, N.A. 22.178 -0,96 4.351 1,73
2026-04-16 13F Smith, Salley & Associates 1.729 -13,12 339 -10,79
2026-04-27 13F Wbh Advisory Inc 21.895 -11,61 4.306 -8,98
2026-05-12 13F Tiaa Trust, National Association 291.675 -95,91 57.227 -95,80
2026-05-12 13F Prostatis Group LLC 19.371 -32,09 3.801 -30,25
2026-05-07 13F Johnson Financial Group, Inc. 15.574 -1,24 3.056 1,46
2026-05-11 13F Hall Capital Management Co Inc 3.405 -2,38 704 5,71
2026-04-30 13F Petix & Botte Co 3.273 -34,04 1.284 35,59
2026-04-22 13F Old Point Trust & Financial Services N A 135 -28,57 26 -27,78
2026-04-13 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-05-11 13F Chaney Capital Management, Inc. 261.330 -0,89 51.273 1,81
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-15 13F Ameriflex Group, Inc. 739 -24,36 145 -22,58
2026-04-22 13F Spire Wealth Management 113.366 -1,22 22.242 1,47
2026-05-11 13F/A GFS Advisors, LLC 20.405 -0,20 4.003 2,54
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 478.310 -27,44 93.844 -25,46
2026-04-22 13F Investment Advisory Group, LLC 41.531 -0,28 8.148 2,44
2026-04-23 13F American National Bank 3.622 -1,01 711 1,72
2026-04-14 13F Precedent Wealth Partners, Llc 3.793 -69,60 744 -68,78
2026-02-10 13F Garde Capital, Inc. Put 0 -100,00 0 -100,00
2026-04-27 13F Mustard Seed Financial, LLC 37.774 -2,34 7.411 0,32
2026-04-14 13F Seven Mile Advisory 1.353 -98,78 265 -98,75
2026-04-17 13F HHM Wealth Advisors, LLC 1.227 -44,50 241 -43,13
2026-05-01 13F Rossmore Private Capital 994 -10,45 195 -7,58
2026-05-07 13F Meeder Advisory Services, Inc. 13.309 -9,57 2.611 -7,08
2026-05-15 13F Keating Financial Advisory Services, Inc. 11.023 -12,99 2.163 -10,62
2026-05-01 13F Silver Oak Advisory Group, Inc. 4.825 -4,47 1
2026-04-16 13F Balboa Wealth Partners 11.060 -5,49 2.170 -2,95
2026-05-04 13F Flynn Zito Capital Management, Llc 1.047 -9,11 205 -6,82
2026-02-10 13F Chartist Inc /ca/ 0 -100,00 0
2026-05-15 13F Headinvest, Llc 4.071 -1,81 799 0,88
2026-04-10 13F Lake Hills Wealth Management, LLC 0 -100,00 0
2026-05-07 13F Amara Financial, Llc. 22.033 -0,14 4.323 2,59
2026-05-14 13F Venture Visionary Partners LLC 114.775 -0,95 22.519 1,23
2026-04-10 13F Revolve Wealth Partners, LLC 2.688 -4,51 527 -1,86
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3.253 -30,86 655 -29,83
2026-04-16 13F Ballast Rock Private Wealth LLC 6.190 -13,82 1.214 -11,45
2026-04-07 13F Trinity Financial Advisors LLC 23.155 -0,26 4.543 2,48
2026-05-11 13F Penserra Capital Management LLC 100.443 -48,65 20 -48,65
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-04-20 13F Jfs Wealth Advisors, Llc 18.380 -0,08 3.606 2,65
2026-05-14 13F White Lighthouse Investment Management Inc. 131.200 -0,10 25.741 2,62
2026-04-20 13F Hoxton Planning & Management, LLC 6.455 -9,62 1.266 -7,12
2026-05-13 13F First Citizens Bank & Trust Co 2.216 -1,55 435 1,17
2026-05-15 13F Aristotle Capital Management, LLC 5.879 -65,76 1.154 -64,84
2026-05-07 13F JSF Financial, LLC 1.332 -0,37 261 2,35
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 23.207 -0,19 4.553 2,55
2026-05-05 13F UBS Group AG Put 0 -100,00 0
2026-04-09 13F McNamara Financial Services, Inc. 1.866 -1,37 366 1,39
2026-05-05 13F Keyvantage Wealth, Llc 16.377 -1,66 3.213 1,04
2026-04-22 13F Mason & Associates, LLC 2.028 -2,22 398 0,25
2026-02-11 13F Fund Evaluation Group, LLC 0 -100,00 0 -100,00
2026-04-17 13F Boston Private Wealth Llc 1.892 -33,45 371 -31,55
2026-05-06 13F FSA Advisors, Inc. 0 -100,00 0
2026-05-15 13F Harris Associates L P 2.572 -87,05 505 -86,71
2026-01-21 13F Naviter Wealth, LLC 0 -100,00 0
2026-05-13 13F/A Quadrant Capital Group Llc 9.372 -0,32 1.839 2,40
2026-04-28 13F Planning Center, Inc. 3.523 -0,37 691 2,37
2026-04-27 13F Marotta Asset Management 13.475 -10,30 2.650 -7,63
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 0 -100,00 0
2026-01-14 13F ORG Partners LLC 5.126 -2,53 980 0,10
2026-04-21 13F Nabity-Jensen Investment Management Inc 110.704 -0,17 21.720 2,55
2026-04-20 13F Brian Low Financial Group, Llc 4.018 -9,61 788 -7,08
2026-04-30 13F Titleist Asset Management, Llc 66.551 -2,67 13.057 -0,02
2026-02-17 13F Glenmede Trust Co Na 188.387 -9,37 35.980 0,21
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-13 13F Buska Wealth Management, LLC 3.992 -12,48 783 -10,10
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100,00 0
2026-04-17 13F Weaver Capital Management LLC 78.321 -17,86 15.366 -15,62
2026-05-04 13F MEMBERS Trust Co 976.626 -34,31 191.614 -32,52
2026-04-28 13F Stratos Wealth Advisors, LLC 27.730 -0,68 5.441 2,03
2026-05-15 13F Intelligence Driven Advisers, LLC 11.393 -2,17 2.235 0,49
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 3.623 -20,86 711 -18,76
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 4.566 -20,38 896 -18,26
2026-05-11 13F HBK Sorce Advisory LLC 29.412 -0,65 6.089 -0,34
2026-02-09 13F Endowment Wealth Management, Inc. 0 -100,00 0
2026-05-06 13F North Star Asset Management Inc 10.822 -2,72 2.123 -0,05
2026-04-08 13F Charis Legacy Partners, LLC 7.739 -6,22 1.518 -3,68
2026-04-16 13F Annex Advisory Services, LLC 2.886 -1,30 566 1,43
2026-04-22 13F Foundry Financial LLC 2.010 -3,97 394 -1,25
2026-05-05 13F Gould Asset Management Llc /ca/ 5.518 -2,89 1.083 -0,28
2026-04-08 13F Sax Wealth Advisors, Llc 48.209 -0,10 9.208 -0,10
2026-04-22 13F KG&L Capital Management,LLC 5.211 -11,81 1.022 -9,40
2026-05-14 13F Empower Advisory Group, LLC 19.636 -21,92 3.853 -19,80
2026-05-15 13F Mission Wealth Management, Lp 2.403.123 -0,07 471.493 2,65
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0 -100,00
2026-04-10 13F Novem Group 85.283 -1,06 16.732 1,64
2026-04-20 13F Cottage Street Advisors LLC 2.544 -1,59 499 1,22
2026-05-14 13F Provida Pension Fund Administrator 0 -100,00 0 -100,00
2026-05-14 13F Entrewealth, Llc 0 -100,00 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 188.101 -5,10 36.905 -2,51
2026-05-15 13F XTX Topco Ltd 0 -100,00 0
2026-05-14 13F Financial Advisors Network, Inc. 180.640 -5,03 35.442 -2,44
2026-05-15 13F Millennium Management Llc 5.358 -39,35 1.051 -37,70
2026-02-13 13F Clarity Asset Management, Inc. 0 -100,00 0
2026-05-15 13F Silvercrest Asset Management Group Llc 1.612 -0,92 316 1,94
2026-04-22 13F TruNorth Capital Management, LLC 3.891 -22,78 763 -20,69
2026-05-04 13F TrustBank 5.586 -2,48 1.096 0,18
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-14 13F Rf&l Wealth Management, Llc 4.958 -1,20 973 1,46
2026-05-15 13F Valley Financial Group, Inc. 1.133 -2,58 222 0,00
2026-05-04 13F Lifeworks Advisors, LLC 8.583 -12,79 1.684 -10,38
2026-04-13 13F Shira Ridge Wealth Management 3.431 -1,21 673 1,51
2026-04-21 13F Beaumont Asset Management, L.L.C. 24.737 -2,31 4.853 0,35
2026-02-17 13F Bayesian Capital Management, LP 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 1.433.905 -1,21 281.375 1,50
2026-05-19 13F Sonoma Allocations LLC 21.828 -6,69 4.311 -8,30
2026-04-27 13F Capital Advisors Inc/ok 3.944 -1,35 774 1,31
2026-04-22 13F Coastal Investment Advisors, Inc. 3.626 -16,36 711 -14,03
2026-05-11 13F McCartney Wealth Management LLC 14.101 -0,57 2.767 2,14
2026-05-13 13F PKS Advisory Services, LLC 2.831 -4,36 516 -8,67
2026-05-05 13F SOUTH STATE Corp 62.035 -5,90 12.171 -3,33
2026-05-14 13F O'ROURKE & COMPANY, Inc 2.067 -9,06 406 -6,68
2026-05-13 13F Ankerstar Wealth, LLC 2.533 -35,23 497 -33,47
2026-04-28 13F Appleton Partners Inc/ma 1.920 -1,94 0
2026-04-09 13F Veracity Capital LLC 1.164 -2,68 228 0,00
2026-04-23 13F Drucker Wealth 3.0, LLC 44.622 -1,61 8.755 1,07
2026-04-20 13F Ronald Blue Trust, Inc. 39.287 -10,25 7.708 -7,80
2026-04-22 13F Youngs Advisory Group, Inc. 1.117 -14,86 219 -12,40
2026-05-14 13F Joseph P. Lucia & Associates, LLC 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 2.572 -78,96 491 -78,46
2026-05-14 13F Ade, Llc 13.515 -2,73 2.652 -0,08
2026-05-15 13F Wick Capital Partners, LLC 10.380 -12,12 2.022 -9,74
2026-04-09 13F Planned Solutions, Inc. 3.592 -1,26 705 1,44
2026-05-01 13F MOKAN Wealth Management Inc. 14.860 -26,03 2.917 -24,00
2026-04-15 13F Code Waechter LLC 4.006 -5,70 786 -3,21
2026-05-12 13F Channel Wealth Llc 1.176 -15,46 231 -13,21
2026-05-11 13F Great Lakes Advisors, Llc 24.189 -16,66 4.746 -14,40
2026-04-23 13F Equita Financial Network, Inc. 1.967 -18,92 386 -16,85
2026-05-15 13F/A Studio Investment Management Llc 154.828 -1,11 30.377 1,59
2026-04-17 13F Andina Capital Management, LLC 0 -100,00 0
2026-05-05 13F Ackerman Capital Advisors, LLC 28.388 -2,10 5.570 0,58
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 14.673 -5,16 2.879 -2,57
2026-05-14 13F C M Bidwell & Associates Ltd 4.571 -8,87 897 -6,47
2026-05-06 13F Aire Advisors, Llc 61.514 -2,01 12.069 0,67
2026-04-21 13F Highland Financial Advisors, LLC 2.622 -6,19 514 -3,56
2026-05-01 13F Strategic Financial Partners, Ltd. 15.818 -16,24 3.104 -13,95
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-05-14 13F Massachusetts Financial Services Co /ma/ 2.798 -61,86 549 -60,89
2026-05-11 13F Salomon & Ludwin, LLC 16.080 -1,46 3.168 -0,28
2026-04-15 13F Norden Group Llc 6.804 -74,67 1.335 -74,00
2026-04-13 13F Kelly Financial Services LLC 1.751 -15,70 344 -13,38
2026-04-27 13F GDS Wealth Management 0 -100,00 0
2026-05-13 13F Freestone Capital Holdings, LLC 11.959 -7,38 2.346 -4,87
2026-04-22 13F LifeSteps Financial, Inc. 24.366 -1,61 4.781 1,08
2026-05-07 13F Carl P. Sherr & Co., LLC 3.321 -1,77 652 -3,56
2026-05-15 13F Van Den Berg Management I, Inc 54 -52,21 11 -52,38
2026-05-07 13F Hopwood Financial Services, Inc. 7.776 -3,48 1.526 -0,85
2026-05-14 13F Hrt Financial Lp 43.331 -22,56 9 -20,00
2026-04-22 13F Financial Futures Ltd Liability Co. 1.274 -4,85 250 -2,35
2026-04-08 13F Asempa Wealth Advisors 11.922 -4,02 2.345 -1,18
2026-05-06 13F Astra Wealth Partners LLC 8.517 -1,21 1.671 1,52
2026-05-08 13F Atlantic Private Wealth, LLC 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 9.537 -0,67 1.871 2,07
2026-04-28 13F Atticus Wealth Management, Llc 2.014 -60,62 395 -59,53
2026-04-17 13F Stonehearth Capital Management, LLC 9.797 -10,45 1.922 -7,99
2026-02-11 13F Parallel Advisors, LLC 143.189 -0,30 27.348 2,11
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 8.156 -11,46 1.600 -9,04
2026-04-23 13F Intrua Financial, LLC 5.471 -25,62 1.073 -23,58
2026-04-29 13F Seelaus Asset Management LLC 1.702 -1,45 334 1,22
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 1.309 -91,90 266 -91,70
2026-04-20 13F Kennicott Capital Management Llc 15.343 -12,73 3.010 -10,34
2026-05-15 13F London & Capital Asset Management Ltd 1.606 -57,08 315 -55,88
2026-05-14 13F Vivaldi Capital Management, LLC 25.764 -2,22 5.055 0,44
2026-06-01 13F Flagship Wealth Advisors, Llc 50.673 -11,37 8.956 -17,99
2026-05-06 13F Deutsche Bank Ag\ 10.023 -8,10 1.967 -5,57
2026-05-14 13F Keebeck Wealth Management, LLC 11.671 -23,72 2.290 -21,66
2026-05-15 13F Signal Tree Financial Partners Llc 10.999 -4,06 2.158 -1,42
2026-05-12 13F Leading Edge Financial Planning LLC 1.598 -44,57 314 -43,09
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 523.585 -8,95 102.727 -6,46
2026-04-24 13F APCM Wealth Management for Individuals 4.821 -5,41 946 -2,88
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-04-22 13F Caldwell Trust Co 8.346 -4,55 1.637 -1,98
2026-04-21 13F Creekside Partners 5.381 -4,05 1.056 -1,49
2026-05-14 13F Corps Capital Advisors, LLC 0 -100,00 0
2026-05-06 13F Cornerstone Planning Group LLC 370 -31,10 76 -28,30
2026-05-11 13F Manchester Capital Management LLC 46.812 -6,44 9.185 -3,89
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-05-14 13F Broadleaf Partners, LLC 21.396 -0,99 4.198 1,70
2026-02-12 13F Proficio Capital Partners LLC 0 -100,00 0 -100,00
2026-05-12 13F Mission Financial Group, LLC 6.505 -4,80 1.276 -2,22
2026-04-17 13F Swp Financial Llc 94.703 -7,65 18.581 -5,13
2026-05-05 13F truNorth Financial Services, Inc. 1.824 -1,94 358 0,56
2026-04-22 13F Horizon Bancorp Inc /in/ 51.807 -2,30 10 0,00
2026-05-14 13F Betterment LLC 4.864.568 -2,20 954 0,53
2026-04-22 13F Pinnacle Bancorp, Inc. 6.433 -0,53 1.247 0,97
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 19.808 -5,12 3.886 -2,53
2026-05-12 13F Avant Capital LLC 36.092 -0,94 7.081 1,77
2026-04-08 13F Aurelius Family Office LLC 4.936 -10,43 968 -9,70
2026-05-13 13F Brinker Capital Investments, LLC 538.505 -10,76 105.655 -8,33
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-05 13F Midwestern Financial, LLC /IA 25.204 -19,90 4.945 -17,72
2026-01-27 13F Brighton Jones Llc 0 -100,00 0 -100,00
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 32.172 -1,80 6.312 0,88
2026-05-01 13F Northcape Wealth Management, Llc 1.935 -23,52 380 -21,53
2026-05-13 13F Hirtle Callaghan & Co LLC 299.946 -0,95 58.849 1,76
2026-04-23 13F Mayflower Financial Advisors, LLC 17.281 -6,79 3.391 -4,24
2026-05-14 13F Potomac Fund Management Inc /adv 2.739 -6,81 537 -4,28
2026-04-22 13F Onyx Bridge Wealth Group LLC 5.050 -0,08 991 2,59
2026-04-16 13F Greenfield Savings Bank 1.668 -2,34 327 0,31
2026-02-17 13F Hill Investment Group Partners, LLC 0 -100,00 0 -100,00
2026-04-17 13F BCS Wealth Management 30.284 -48,09 5.942 -46,68
2026-04-20 13F Eagle Strategies LLC 36.214 -0,76 7.105 1,95
2026-05-13 13F Scotia Capital Inc. 9.057 -3,84 1.777 -1,22
2026-05-26 13F Serenity Investment Advisors 12.967 -23,89 2.735 -17,92
2026-04-08 13F Towerpoint Wealth, LLC 153.332 -4,83 30.084 -2,23
2026-04-23 13F Accurate Wealth Management, LLC 3.167 -65,55 638 -64,79
2026-04-27 13F Colonial River Wealth Management, LLC 1.747 -11,54 343 -9,28
2026-05-15 13F Manufacturers Life Insurance Company, The 260.430 -5,70 51.095 -3,13
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-04-17 13F Certified Advisory Corp 120.122 -9,78 23.566 -7,32
2026-04-20 13F Tower View Investment Management & Research LLC 59 -10,61 12 -8,33
2026-05-08 13F Buck Wealth Strategies, LLC 5.385 -7,55 1.056 -5,04
2026-05-11 13F Beacon Capital Management, LLC 2.925 -2,50 574 0,00
2026-04-08 13F Beacon Financial Strategies CORP 88.457 -5,34 17.355 -2,76
2026-01-21 13F Country Trust Bank 0 -100,00 0 -100,00
2026-04-13 13F Wolff Wiese Magana Llc 765 -8,93 150 -6,25
2026-04-06 13F WASHINGTON TRUST Co 9.870 -5,49 1.936 -2,91
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-01 13F Legacy Financial Strategies, LLC 1.707 -5,79 335 -3,47
2026-04-13 13F Parkwoods Wealth Partners, LLC 1.114 -2,96 219 -0,46
2026-05-11 13F Per Stirling Capital Management, LLC. 51.378 -4,89 10.080 -2,29
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 15 -68,75 3 -77,78
2026-04-16 13F Telos Capital Management, Inc. 1.661 -24,29 326 -22,43
2026-05-04 13F LaFleur & Godfrey LLC 5.218 -0,29 1.024 2,40
2026-04-16 13F Phillips Financial Management, Llc 37.544 -11,96 7.366 -9,55
2026-04-16 13F Capital Investment Advisors, LLC 17.783 -1,72 3.489 0,96
2026-05-07 13F JMG Financial Group, Ltd. 48.889 -0,60 9.592 2,11
2026-04-28 13F Spurstone Advisory Services, LLC 11 -42,11 2 -33,33
2026-04-08 13F Ehrlich Financial Group 5.894 -38,63 1.156 -36,97
2026-04-22 13F Bay Capital Advisors, LLC 9.252 -1,36 1.815 1,34
2026-04-24 13F Keybank National Association/oh 17.260 -5,33 3.386 -2,73
2026-04-21 13F First United Bank Trust/ 88.807 -1,61 17.424 1,07
2026-04-13 13F Woodside Wealth Management LLC 6.203 -22,28 1.217 -20,14
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 4.994 -0,62 980 2,09
2026-04-30 13F Hegarty Advisors, LLC 8.954 -1,27 1.757 1,39
2026-04-09 13F TrueWealth Advisors, LLC 3.297 -4,60 647 -2,12
2026-05-15 13F Bank Of America Corp /de/ 131.676.968 -3,28 25.835.021 -0,65
2026-04-16 13F Park National Corp /oh/ 1.312 -13,57 257 -11,07
2026-04-24 13F My Purposeful Wealth Corp. 26.086 -8,35 5.118 -5,83
2026-05-05 13F Frazier Financial Advisors, LLC 0 -100,00 0
2026-01-13 13F Wynn Capital, LLC 0 -100,00 0 -100,00
2026-02-10 13F Belvedere Trading LLC Call 0 -100,00 0
2026-04-27 13F Meramec Financial Planners, LLC 60.787 -0,24 12.416 -1,27
2026-01-30 13F Financial Services Advisory Inc 0 -100,00 0 -100,00
2026-05-13 13F 49 Wealth Management, Llc 13.471 -96,32 2.643 -96,22
2026-05-13 13F PYA Waltman Capital, LLC 1.605 -3,08 315 -0,63
2026-04-16 13F Capstone Wealth Management Group LLC 6.668 -0,46 1.308 2,27
2026-06-01 13F Foguth Wealth Management, LLC. 1.012 -29,72 214 -22,74
2026-05-14 13F Investors Portfolio Services LLC 9.272 -4,91 1.819 -2,31
2026-05-14 13F Sterling Wealth Management, Inc. 2.294 -0,09 450 2,74
2026-05-05 13F Signet Financial Management, Llc 34.317 -0,82 6.733 1,89
2026-04-15 13F Snider Financial Group 3.927 -15,64 770 -13,39
2026-04-24 13F Stock Yards Bank & Trust Co 2.061 -1,76 404 1,00
2026-04-13 13F Stockman Wealth Management, Inc. 1.470 -16,43 288 -14,03
2026-05-04 13F Purkiss Capital Advisors LLC 5.468 -19,33 1.073 -17,16
2026-05-04 13F Savant Capital, LLC 452.560 -4,03 88.792 -1,42
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 44.411 -0,57 8.713 2,15
2026-04-10 13F Franklin Street Advisors Inc /nc 1.691 -16,45 332 -14,25
2026-05-04 13F TFR Capital, LLC. 34.871 -1,13 6.842 1,56
2026-04-29 13F Armor Investment Advisors, LLC 0 -100,00 0
2026-05-11 13F Integrity Alliance, Llc. 202.968 -15,52 39.823 -13,22
2026-03-05 13F/A Banco Santander, S.A. 0 -100,00 0
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 9.612 -2,35 1.886 0,27
2026-05-08 13F Prime Capital Investment Advisors, LLC 676.693 -2,90 132.767 -0,25
2026-05-07 13F Clark Financial Services Group Inc /bd 67.893 -3,16 13.321 -2,40
2026-04-20 13F Fairvoy Private Wealth, LLC 1.533 -30,54 301 -28,74
2026-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2026-04-01 13F First Financial Bank - Trust Division 23.600 -3,03 4.630 -0,39
2026-05-07 13F Manuka Financial, LLC 28.694 -0,73 5.630 1,97
2026-04-24 13F Medallion Wealth Advisors, LLC 12.831 -2,78 2.518 -0,16
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-05-15 13F Blueprint Investment Partners LLC 18.695 -25,39 3.668 -23,34
2026-05-07 13F Dakota Wealth Management 139.684 -23,76 27.406 -21,69
2026-05-15 13F Wealth Preservation Advisors, LLC 24.811 -16,92 4.868 -14,66
2026-04-20 13F Parkway Wealth Management Group, LLC 431.968 -0,79 87.668 5,42
2026-05-14 13F Cambria Investment Management, L.P. 11.262 -14,95 2.210 -12,62
2026-05-07 13F Midland Wealth Advisors Llc 260.027 -27,44 51.017 -25,46
2026-05-13 13F Ameritas Investment Partners, Inc. 3.291 -10,89 646 -8,51
2026-04-29 13F First Interstate Bank 1.384 -6,11 272 -3,56
2026-05-12 13F Birnam Oak Advisors, LP 33.000 -13,16 6.475 -10,79
2026-05-15 13F TCG Advisory Services, LLC 207.122 -5,55 40.637 -2,97
2026-04-17 13F Atlas Brown,Inc. 13.144 -1,17 2.579 1,54
2026-04-13 13F Chesley Taft & Associates LLC 26.812 -2,58 5.261 0,08
2026-04-14 13F Regent Peak Wealth Advisors LLC 44.312 -2,94 8.694 -0,29
2026-05-12 13F Ameritas Advisory Services, LLC 79.297 -1,56 15.558 1,13
2026-04-30 13F Robinson Smith Wealth Advisors Llc 2.081 -6,51 408 -4,00
2026-01-30 13F Wealthstar Advisors, Llc 0 -100,00 0 -100,00
2026-04-28 13F Arbor Investment Advisors, LLC 12.734 -2,38 2.498 0,28
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-29 13F Sageworth Trust Co of South Dakota 12.428 -11,25 2.438 -8,83
2026-02-10 13F Nvest Financial, LLC 0 -100,00 0
2026-05-08 13F United Financial Planning Group LLC 154.900 -0,17 30.391 2,55
2026-05-27 13F Security Financial Services, INC. 29.407 -5,33 5.770 -2,75
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 11.065 -4,01 2.171 -1,41
2026-04-29 13F Garde Capital, Inc. 1.079.480 -0,99 211.794 1,71
2026-05-04 13F Greenspring Advisors, LLC 9.789 -9,24 1.921 -6,75
2026-05-14 13F Axim Planning & Wealth 0 -100,00 0
2026-05-12 13F Insigneo Advisory Services, Llc 33.370 -4,16 6.547 -1,53
2026-01-28 13F Emprise Bank 0 -100,00 0
2026-05-01 13F FDx Advisors, Inc. 14.950 -2,49 3 0,00
2026-05-12 13F Waterloo Capital, L.P. 0 -100,00 0
2026-04-17 13F Integrated Capital Management, LLC 2.023 -4,67 397 -2,22
2026-05-15 13F Navis Wealth Advisors, LLC 1.358 -75,99 266 -75,37
2026-04-08 13F Evanson Asset Management, LLC 19.434 -0,68 3.813 2,01
2026-04-22 13F Integrated Wealth Management 11.562 -0,64 2.268 2,07
2026-05-13 13F Archetype Wealth Partners 1.755 -5,70 0
2026-05-05 13F Mraz, Amerine & Associates, Inc. 5.919 -2,78 1.161 -0,09
2026-05-04 13F J.Safra Asset Management Corp 0 -100,00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 20.370 -0,36 3.997 2,36
2026-05-14 13F Islay Capital Management, Llc 0 -100,00 0
2026-05-07 13F MONECO Advisors, LLC 20.487 -2,64 4.019 0,02
2026-05-11 13F Legacy Edge Advisors, LLC 93.130 -6,62 18.272 -4,07
2026-04-21 13F Crown Wealth Group, LLC 1.128 -1,57 221 1,38
2026-05-13 13F Davis R M Inc 8.471 -3,12 1.662 -0,48
2026-01-20 13F Maryland Capital Advisors Inc. 68.943 -0,37 13.167 2,04
2026-04-16 13F Thompson Davis & Co., Inc. 5.076 -2,98 996 -0,40
2026-05-12 13F Bnp Paribas Arbitrage, Sa 40.215 -88,12 7.890 -87,80
2026-05-06 13F Vista Capital Partners, Inc. 763.114 -1,39 149.723 1,30
2026-05-13 13F Federation des caisses Desjardins du Quebec 160.292 -30,78 31.449 -28,89
2026-05-06 13F Precision Wealth Strategies, LLC 12.472 -15,27 2.447 -12,95
2026-04-24 13F Clarity Wealth Advisors, LLC 1.115 -1,93 219 0,46
2026-05-05 13F Bluedoor Private Wealth, Llc 25.906 -0,77 5.083 1,95
2026-04-07 13F Cooper Financial Group 1.763 -24,82 346 -22,82
2026-05-14 13F Brown Brothers Harriman & Co 10.240 -0,17 2.009 2,60
2026-05-01 13F Thrivent Financial For Lutherans 367.950 -16,29 72 -14,29
2026-05-15 13F Legacy Capital Wealth Partners, LLC 8.414 -0,18 1.651 2,55
2026-05-15 13F Cladis Investment Advisory, LLC 2.600 -15,80 510 -13,41
2026-04-15 13F Sightline Wealth Advisors, LLC 98.828 -4,42 19.390 -1,81
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 11.154 -3,93 2.188 -1,31
2026-04-20 13F BTC Capital Management, Inc. 52.662 -10,00 10.334 -7,53
2026-04-23 13F Global Trust Asset Management, LLC 2.652 -12,16 520 -9,72
2026-04-27 13F Syntegra Private Wealth Group, LLC 3.763 -0,27 738 2,50
2026-05-13 13F BlackRock, Inc. 1.053.222 -45,05 206.642 -43,55
2026-04-08 13F Safir Wealth Advisors, LLC 61.012 -0,28 11.970 2,44
2026-02-13 13F B & T Capital Management DBA Alpha Capital Management 0 -100,00 0
2026-04-14 13F FC Advisory LLC 5.108 -1,98 1.002 0,70
2026-05-11 13F Madden Advisory Services, Inc. 64.536 -5,41 12.662 -2,84
2026-05-12 13F Wescott Financial Advisory Group, LLC 22.550 -1,59 4.424 1,10
2026-05-11 13F Evermay Wealth Management Llc 11.289 -1,47 2.215 1,19
2026-05-14 13F Wealth Alliance 6.949 -10,59 1.363 -8,15
2026-05-15 13F Round Rock Advisors, LLC 5.470 -2,76 1.073 -0,09
2026-04-30 13F Money Concepts Capital Corp 24.526 -0,52 4.812 2,21
2026-05-14 13F Cwm, Llc 854.071 -0,67 167.569 102.075,61
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 126.341 -1,99 24.788 0,68
2026-04-24 13F ERn Financial, LLC 20.096 -0,04 3.943 2,68
2026-04-15 13F ARS Wealth Advisors Group, LLC 2.147 -3,98 421 -1,17
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 25.368 -40,43 5 -50,00
2026-02-09 13F Smead Capital Management, Inc. 0 -100,00 0
2026-04-22 13F Midwest Financial Group LLC 6.815 -2,45 1.337 0,22
2026-05-07 13F BlueStem Wealth Partners, LLC 55.016 -44,97 10.794 -43,47
2026-04-30 13F Cedar Mountain Advisors, LLC 5.600 -0,11 1.099 2,62
2026-05-07 13F Legacy Capital Wealth Management, Llc 0 -100,00 0
2026-05-13 13F Capital International Investors 2.105 -68,48 406 -68,38
2026-05-08 13F Guardian Wealth Management, Inc. 1.720 -97,35 338 -97,28
2026-05-04 13F Nwam Llc 177.146 -0,75 34.756 0,53
2026-05-11 13F Fiduciary Group LLC 2.875 -0,76 564 1,81
2026-04-13 13F Mather Group, Llc. 1.155.842 -0,89 226.776 1,82
2026-05-11 13F Camden Capital, LLC 2.923 -17,36 574 -15,11
2026-05-14 13F Mcguire Capital Advisors Inc 71 -21,98 14 -23,53
2026-05-14 13F Northern Trust Corp 189.220 -0,17 37.125 2,55
2026-05-15 13F Capstone Financial Advisors, Inc. 2.168 -2,39 425 0,24
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-03-12 13F Nalls Sherbakoff Group, Llc 12.613 -18,11 2.409 4,60
2026-05-13 13F SRS Capital Advisors, Inc. 451.562 -7,40 88.596 -4,88
2026-05-13 13F Drake & Associates, LLC 1.824 -25,43 358 -23,55
2026-05-08 13F Altiora Financial Group, LLC 3.298 -6,84 647 -4,29
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 251 -41,76 52 -37,80
2026-04-27 13F Symmetry Partners, LLC 33.816 -10,18 6.635 -7,73
2026-05-06 13F Goodman Financial Corp 21.423 -0,72 4.203 1,99
2026-05-18 13F Ashton Thomas Securities, Llc 9.667 -8,31 1.897 -5,81
2026-04-08 13F Miracle Mile Advisors, LLC 74.365 -8,69 14.590 -6,20
2026-04-15 13F Archford Capital Strategies, LLC 18.378 -16,67 3.606 -14,41
2026-05-15 13F Ariadne Wealth Management, LP 2.583 -9,91 507 -13,65
2026-05-08 13F LaSalle St. Investment Advisors, LLC 114.010 -1,18 22.369 101.572,73
2026-05-11 13F Savvy Advisors, Inc. 246.874 -12,59 48.437 -10,21
2026-04-29 13F Carnegie Lake Advisors LLC 1.343 -15,69 263 -13,49
2026-05-01 13F Vantage Point Financial LLC 2.958 -6,45 580 -3,81
2026-04-21 13F River Street Advisors LLC 3.310 -0,84 649 1,88
2026-04-23 13F Howard Bailey Securities, Llc 2.685 -17,18 527 -15,02
2026-05-06 13F Angeles Wealth Management, Llc 248.466 -2,23 48.749 0,44
2026-05-11 13F Vantagepoint Investment Advisers Llc 909.566 -18,58 178.457 -16,36
2026-05-14 13F Arcadia Wealth Management, Inc. 1.108 -4,32 217 -1,81
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 40.772 -8,95 7.999 -6,47
2026-05-08 13F Wilkerson Advisory Group LLC 1.157 -2,03 227 0,89
2026-05-15 13F Wealth Architects, LLC 146.324 -2,24 28.709 0,42
2026-04-27 13F Soltis Investment Advisors LLC 8.156 -4,23 1.600 -1,60
2026-05-11 13F Insight Advisors, LLC/ PA 18.793 -1,45 3.687 1,24
2026-04-21 13F Hudson Oak Wealth Advisory LLC 21.404 -0,10 4.199 2,64
2026-05-07 13F Stone Wealth Partners 26.245 -1,17 5.149 1,54
2026-04-27 13F Beacon Financial Advisory LLC 20.489 -1,04 4.020 1,64
2026-04-06 13F Washington Trust Advisors, Inc. 33.876 -0,31 6.647 2,40
2026-05-06 13F Diversified Portfolios, Inc. 75.123 -1,52 14.739 1,17
2026-05-12 13F First Western Trust Bank 1.079 -2,09 212 0,48
2026-04-14 13F Northwest Wealth Management, Llc 14.680 -2,15 2.880 0,52
2026-04-30 13F Beacon Financial Group 116.133 -9,79 22.785 -7,33
2026-04-23 13F Fairman Group, LLC 6.801 -1,39 1.334 1,29
2026-04-15 13F Bernardo Wealth Planning LLC 10.632 -1,13 2.086 1,61
2026-04-17 13F Richards, Merrill & Peterson, Inc. 499 -4,77 98 -3,00
2026-05-01 13F Citizens Financial Group Inc/ri 633.314 -0,62 124.256 2,09
2026-04-30 13F Waterfront Wealth Inc. 4.502 -1,81 883 -2,86
2026-05-11 13F Seeds Investor Llc 20.622 -0,44 4.185 5,79
2026-05-06 13F Sound View Wealth Advisors Group, LLC 27.185 -1,32 5.334 1,37
2026-04-07 13F Abacus Planning Group, Inc. 43.040 -25,60 8.444 -23,57
2026-05-01 13F R. W. Roge & Company, Inc. 103.439 -1,95 20 0,00
2026-04-10 13F Prosperity Planning, Inc. 18.152 -2,38 3.561 0,28
2026-04-23 13F Blue Rock Wealth Management LLC 1.318 -39,15 259 -37,53
2026-05-14 13F Taylor Financial Group, Inc. 15.514 -0,82 3.044 1,87
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0 -100,00
2026-04-16 13F XML Financial, LLC 14.631 -2,16 2.871 0,49
2026-05-04 13F CORDA Investment Management, LLC. 5.594 -8,17 1.098 -5,67
2026-04-24 13F KPP Advisory Services LLC 5.188 -4,33 1.018 -1,74
2026-04-29 13F San Luis Wealth Advisors LLC 2.975 -15,65 584 -13,37
2026-05-15 13F/A Arrowroot Family Office, LLC 1.804 -8,89 354 -6,61
2026-05-14 13F Redwood Financial Network Corp 4.306 -23,22 845 -21,20
2026-05-07 13F Wells Financial Advisors INC 4.988 -25,72 979 -23,71
2026-05-05 13F Rollins Financial Advisors, LLC 9.530 -0,91 1.870 1,80
2026-04-22 13F Grove Street Fiduciary, LLC 3.626 -8,64 711 -6,20
2026-05-07 13F Francis Financial, Inc. 18.286 -5,28 3.588 -2,71
2026-04-10 13F Oak Root LLC 113.665 -2,84 22.301 -0,18
2026-04-15 13F Seacrest Wealth Management, Llc 15.778 -3,47 3.096 -2,40
2026-05-11 13F Becker Capital Management Inc 11.697 -0,14 2.295 2,55
2026-01-30 13F Caldwell Securities, Inc 4.434 -1,90 847 0,48
2026-04-28 13F GM Advisory Group, Inc. 13.521 -5,88 2.653 -3,32
2026-05-13 13F Richard W. Paul & Associates, LLC 4.097 -0,24 804 2,42
2026-04-22 13F Aegis Wealth Management LLC 5.637 -18,33 1.106 -16,16
2026-05-04 13F Mml Investors Services, Llc 1.173.261 -15,39 230.194 -13,08
2026-04-20 13F Segment Wealth Management, LLC 19.500 -0,46 3.826 2,25
2026-04-07 13F Holland Advisory Services, Inc. 2.936 -3,01 576 -0,52
2026-04-17 13F Watershed Private Wealth Llc 74.492 -13,27 14.615 -10,90
2026-05-04 13F Wsfs Capital Management, Llc 19.964 -1,77 3.917 0,93
2026-01-13 13F Fort Washington Investment Advisors Inc /oh/ 0 -100,00 0
2026-04-13 13F Chris Bulman Inc 26.921 -7,41 5.282 -4,90
2026-04-21 13F Verity Asset Management, Inc. 5.024 -9,26 986 -6,81
2026-04-27 13F Insight Inv LLC 3.690 -8,44 724 -5,98
2026-04-27 13F BIP Wealth, LLC 461.873 -5,79 90.619 -3,22
2026-04-30 13F Roman Butler Fullerton & Co 0 -100,00 0
2026-04-22 13F Peak Planning Group, LLC 2.886 -6,18 566 -3,58
2026-05-01 13F Richardson Financial Services Inc. 33.952 -3,41 6.661 16,68
2026-02-17 13F Argyle Capital Partners, LLC 0 -100,00 0
2026-04-14 13F Covenant Asset Management, LLC 10.428 -1,22 2.046 1,44
2026-05-13 13F Franklin Resources Inc 97.786 -60,95 19.186 -59,89
2026-05-05 13F Cedarwood Wealth LLC 1.084 -35,40 213 -36,14
2026-05-08 13F Align Financial, LLC 56.354 -99,49 11.057 -0,81
2026-04-08 13F Holos Integrated Wealth LLC 3.843 -4,00 759 -1,56
2026-05-15 13F Vista Investment Management 1.331 -1,04 261 1,95
2026-05-07 13F Momentum Wealth Planning, LLC 0 -100,00 0
2026-05-08 13F AAFCPAs Wealth Management, LLC 184.175 -0,15 36.135 2,57
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-27 13F Latitude Advisors, LLC 5.433 -2,04 1.066 0,57
2026-04-08 13F High Point Wealth Management, LLC 2.218 -3,77 435 -1,14
2026-05-01 13F Wingate Wealth Advisors, Inc. 8.388 -0,15 1.646 2,56
2026-05-01 13F BKD Wealth Advisors, LLC 87.648 -2,78 17.197 -0,13
2026-05-15 13F Susquehanna International Group, Llp 6.684 -97,76 1.311 -97,70
2026-05-06 13F Hurley Capital, LLC 60.085 -0,21 11.789 2,51
2026-05-15 13F Susquehanna International Group, Llp Call 37.800 -45,22 7.416 -43,72
2026-05-07 13F MA Private Wealth 169.673 -4,84 33.290 -2,24
2026-05-08 13F Payne Capital Management, LLC 72.959 -0,26 14.315 2,46
2026-05-15 13F Susquehanna International Group, Llp Put 38.000 -5,24 7.456 -2,65
2026-04-13 13F TL Private Wealth 228.514 -2,83 46.002 -0,62
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 3.287 -26,20 645 -24,12
2026-04-07 13F Orgel Wealth Management, LLC 1.052 -7,48 206 -5,07
2026-05-14 13F Regal Investment Advisors LLC 11.266 -4,81 2.210 -2,21
2026-04-24 13F National Asset Management, Inc. 94.248 -19,47 18.193 -18,61
2026-05-13 13F GeoWealth Management, LLC 5.990 -0,18 1.175 2,53
2026-04-09 13F CRA Financial Services, LLC 6.851 -21,60 1.344 -19,47
2026-04-10 13F TCP Asset Management, LLC 2.208 -4,58 433 -2,04
2026-05-14 13F Pacific Financial Group Inc 26.333 -12,33 5.166 -9,94
2026-05-08 13F MPS Loria Financial Planners, LLC 1.580 -0,57 310 2,31
2026-04-28 13F FSR Wealth Management Ltd. 0 -100,00 0
2026-05-14 13F Tcw Group Inc 0 -100,00 0
2026-01-28 13F Dentgroup LLC 20.212 -20,74 3.860 -18,82
2026-04-14 13F Plancorp, LLC 12.773 -1,98 2.571 3,34
2026-05-11 13F Westwood Wealth Management 0 -100,00 0
2026-04-29 13F Navalign, LLC 0 -100,00 0 -100,00
2026-05-14 13F Dorsey & Whitney Trust CO LLC 21.008 -2,03 4.122 0,63
2026-05-05 13F Torrey-Payne Wealth Management, LLC 1.658 -8,30 325 -9,22
2026-05-08 13F Compass Capital Corp /ma/ /adv 6.091 -2,48 1.255 -2,49
2026-05-08 13F Curtis Advisory Group, LLC 4.628 -1,87 908 0,89
2026-05-05 13F Haven Private, LLC 1.592 -21,61 312 -19,38
2026-04-15 13F Arlington Financial Advisors, LLC 3.520 -1,40 691 1,32
2026-05-13 13F Private Wealth Advisors, LLC 37.731 -3,08 7.403 -0,44
2026-04-21 13F Gilpin Wealth Management, Llc 699 -36,57 137 -34,76
2026-04-22 13F Larry Mathis Financial Planning, LLC 0 -100,00 0
2026-05-08 13F Troutman Wealth Management, LLC 26.118 -0,34 5.124 2,38
2026-04-22 13F Janney Montgomery Scott LLC 345.293 -0,86 68 1,52
2026-05-04 13F Sterling Group Wealth Management, LLC 14.148 -1,08 2.776 1,61
2026-05-07 13F Alpha Zero LLC 8.373 -6,58 1.643 -4,03
2026-05-05 13F Leo Wealth, LLC 22.437 -8,07 4.402 -5,56
2026-04-27 13F Td Private Client Wealth Llc 184.861 -5,80 36.270 -3,23
2026-05-05 13F Sanctuary Advisors, LLC 1.237.731 -1,55 242.843 1,14
2026-05-15 13F CI Private Wealth, LLC 972.713 -14,97 189.597 -13,31
2026-05-15 13F Plan A Wealth LLC 0 -100,00 0
2026-04-24 13F Prospect Financial Services LLC 25.912 -1,82 5.084 0,87
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