Statistik Dasar
| Pemilik Institusi | 878 total, 878 long only, 0 short only, 0 long/short - change of 6,92% MRQ |
| Alokasi Portofolio Rata-rata | 0.7517 % - change of -9,24% MRQ |
| Saham Institusi (Long) | 164.734.428 (ex 13D/G) - change of 5,45MM shares 3,42% MRQ |
| Nilai Institusi (Long) | $ 13.738.515 USD ($1000) |
Kepemilikan Institusi dan Pemegang Saham
World Gold Trust - SPDR Gold MiniShares Trust (US:GLDM) punya 878 pemilik institusi dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F ke Securities Exchange Commission (SEC). Institusi-institusi ini memiliki total 164,734,428 saham. Pemegang saham terbesar termasuk Sumitomo Mitsui Trust Holdings, Inc., Morgan Stanley, Wells Fargo & Company/mn, Bank Of America Corp /de/, Evoke Wealth, Llc, Empower Advisory Group, LLC, UBS Group AG, Cassaday & Co Wealth Management LLC, State Street Corp, and LPL Financial LLC .
World Gold Trust - SPDR Gold MiniShares Trust (ARCA:GLDM) struktur kepemilikan institusi menunjukkan posisi saat ini di perusahaan menurut institusi dan dana, serta perubahan terkini dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, hedge funds, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang lebih dari 5% saham perusahaan dan bermaksud untuk secara aktif melakukan perubahan dalam strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of April 24, 2026 is 93,34 / share. Previously, on April 28, 2025, the share price was 66,38 / share. This represents an increase of 40,61% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Ownership Accumulation Score) menemukan saham-saham yang paling banyak dibeli oleh dana. Hal ini merupakan hasil dari model kuantitatif multifaktor yang canggih yang mengidentifikasi perusahaan-perusahaan dengan tingkat akumulasi institusi tertinggi. Model penilaian menggunakan kombinasi total peningkatan pemilik yang diungkapkan, perubahan alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka tersebut berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi terhadap rekan-rekannya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Harian
Lihat Penjelajah Kepemilikan, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
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Rasio Put/Call Institusi
Selain melaporkan masalah ekuitas dan utang standar, institusi dengan lebih dari 100MM aset yang dikelola juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya mengindikasikan sentimen negatif, dan opsi call mengindikasikan sentimen positif, kita dapat memahami sentimen institusional secara keseluruhan dengan memplot rasio opsi put terhadap opsi call. Grafik di sebelah kanan menggambarkan rasio put/call historis untuk instrumen ini.
Penggunaan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kelemahan utama dalam menggunakan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi sehingga indikator rasio put/call lebih dekat melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pengajuan 13F gratis. Detail pengajuan NP memerlukan keanggotaan premium. Baris hijau menunjukkan posisi baru. Baris merah menunjukkan posisi yang sudah ditutup. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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Load All| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 16.754 | 43,70 | 1.430 | 60,49 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 2.875 | -2,54 | 245 | 8,89 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 257.179 | 0,81 | 23.838 | 9,46 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 11.004 | 4,59 | 939 | 16,79 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 101 | 0,00 | 9 | 14,29 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 40.922 | 3.493 | ||||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 2.374 | 0,00 | 220 | 8,91 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 150 | 0,00 | 13 | 9,09 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 2.575 | 220 | ||||||
| 2026-02-04 | 13F | Community Bank, N.A. | 2.535 | -27,36 | 216 | -18,80 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 3.811 | 2,47 | 325 | 14,44 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 214.228 | 0,77 | 19.857 | 9,41 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 3.780 | 2,19 | 323 | 10,65 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 304 | 28 | ||||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 2.395 | 204 | ||||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 943 | -58,33 | 87 | -54,92 | ||||
| 2026-02-06 | 13F | Payden & Rygel | 1.300.000 | 111 | ||||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 50.466 | -45,08 | 4.678 | -40,37 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 2.905 | 248 | ||||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 73 | 6 | ||||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 23.925 | 1.829 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 18.331 | -2,24 | 1.699 | 6,19 | ||||
| 2026-01-26 | 13F | Invested Advisors | 2.371 | 202 | ||||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 4.942 | 0,00 | 458 | 8,79 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 5.647 | -17,44 | 482 | -7,66 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 68.594 | -0,37 | 5.856 | 11,25 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 56.300 | -11,20 | 4.806 | -0,83 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 3.133 | 267 | ||||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 3.688 | 0,41 | 369 | 16,04 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 115.535 | 9.863 | ||||||
| 2026-02-13 | 13F | Change Path, LLC | 106.292 | 16,17 | 9.074 | 29,72 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.353.509 | 218.147 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Petix & Botte Co | 19.500 | 2,39 | 1.665 | 14,36 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.394 | 129 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 7.590 | 23,58 | 716 | 36,45 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 9.556 | 14,47 | 816 | 27,74 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 9.031 | 4,38 | 771 | 16,49 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 100 | 0,00 | 9 | 12,50 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.250 | 209 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 142.920 | -8,15 | 12.201 | 2,57 | ||||
| 2026-02-13 | 13F | Capital Financial Group Inc\co\ /adv | 34.554 | 2.950 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 69 | -85,65 | 6 | -86,11 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 108.723 | -5,16 | 10.078 | 2,97 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 6.862 | 27,50 | 586 | 42,34 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 10.006 | 16,50 | 854 | 30,18 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 53.842 | -7,64 | 4.596 | 3,14 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Glenview Trust Co | 86.225 | 2,53 | 7.361 | 14,50 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 118.365 | 4,65 | 10.971 | 13,62 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 98.084 | -6,15 | 8.373 | 4,79 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 8.046 | -9,96 | 1 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | LongView Wealth Management | 3.734 | 5,96 | 358 | 11,88 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 6.891 | 8,30 | 639 | 17,50 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.243.004 | 5,63 | 106.115 | 17,95 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 15.734 | -45,68 | 1.458 | -41,02 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 7.977 | 188,08 | 681 | 222,27 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Alaska Permanent Fund Corp | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 2.875 | -6,96 | 245 | 3,81 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 11.204 | 9,26 | 956 | 22,09 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 176.274 | 15.049 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 413.927 | -7,48 | 38.367 | 0,45 | ||||
| 2025-12-01 | 13F | CMC Financial Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 144.578 | 12.343 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.604.843 | -12,93 | 137.006 | -2,77 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 57.099 | 6,48 | 5.293 | 15,62 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 184.819 | 17,15 | 15.989 | 31,98 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 7.374.785 | 1,70 | 629.586 | 13,56 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 4.040 | 0,00 | 374 | 8,72 | ||||
| 2026-02-12 | 13F | Ci Investments Inc. | 55.034 | 15,78 | 4.698 | 156.500,00 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 3.110 | 7,09 | 288 | 16,60 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 2.360 | -21,07 | 219 | -14,51 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 993 | 70,62 | 85 | 90,91 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 5.197 | 482 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.402.960 | 4,49 | 119.771 | 16,68 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 348.473 | 5,26 | 29.749 | 17,55 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 14.222 | 18,15 | 1.214 | 31,96 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 3.300 | 282 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 19.242 | 1,15 | 1.784 | 9,79 | ||||
| 2026-02-12 | 13F | Gould Capital, LLC | 1.157 | 124,22 | 99 | 151,28 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 97.302 | -18,49 | 9.019 | -11,51 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 38.950 | 6,93 | 3.325 | 19,43 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 385 | -95,15 | 33 | -94,73 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 16.969 | 1.449 | ||||||
| 2026-01-26 | 13F | Lansing Street Advisors | 2.484 | 212 | ||||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 9.447 | 42,85 | 806 | 59,60 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 5.139 | -6,00 | 439 | 5,04 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 5.949 | 0,00 | 508 | 11,67 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 2.881 | 246 | ||||||
| 2026-01-26 | 13F | Key Capital Management, INC | 1.082 | 92 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.033 | -2,04 | 467 | 6,39 | ||||
| 2026-01-23 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 18.387.492 | -0,49 | 1.569.740 | 11,12 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 6.187 | -11,26 | 573 | -3,70 | ||||
| 2026-02-12 | 13F | Betterment LLC | 9.133 | 1 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 401.802 | 0,77 | 37.243 | 9,41 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 54.347 | 4.640 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 23.157 | -23,61 | 2.252 | -8,75 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 20.017 | 9,45 | 1.855 | 18,83 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 18.467 | -3,45 | 1.577 | 7,80 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 25.976 | 0,46 | 2.218 | 12,20 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 18.425 | 36,44 | 1.708 | 25,70 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 30.543 | 18,27 | 2.607 | 32,07 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 3.866 | -47,61 | 330 | -41,49 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 13.266 | 1,04 | 1.133 | 12,86 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 3.582 | 332 | ||||||
| 2026-02-10 | 13F | Excalibur Management Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.239 | 30,15 | 106 | 45,83 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 59.185 | -6,22 | 5.053 | 4,73 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 58.206 | 40,69 | 4.969 | 57,15 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 29.211 | 0,00 | 2.708 | 8,58 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 2.412 | 206 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 6.968 | 5,56 | 595 | 17,86 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 126.126 | 3.362,15 | 10.767 | 3.773,02 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 4.518 | 0,00 | 386 | 11,59 | ||||
| 2026-02-17 | 13F | Hollow Brook Wealth Management LLC | 1.218.677 | -2,37 | 104.038 | 9,03 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 61 | 5 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 46.283 | -28,30 | 4.445 | -27,92 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 2.662 | -29,50 | 247 | -23,60 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 92.679 | 4,48 | 7.912 | 16,68 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 25.011 | 2.359 | ||||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 94.685 | 8.594 | ||||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 35.804 | -4,39 | 3.057 | 6,78 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 2.162 | 0,00 | 200 | 8,70 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 34.401 | -21,73 | 3.189 | -15,03 | ||||
| 2026-02-17 | 13F | Public Employees Retirement System Of Ohio | 66.900 | 79,84 | 5.711 | 100,88 | ||||
| 2026-02-10 | 13F | Daiwa Securities Group Inc. | 46.367 | 2.280,24 | 4 | |||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 15.512 | 165,66 | 1.438 | 188,55 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 88.961 | 50,15 | 7.595 | 67,67 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 4.446 | -5,67 | 380 | 5,28 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 79.945 | 6.825 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.695.424 | -15,55 | 144.737 | -1,75 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 924.614 | 1,11 | 78.934 | 12,90 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 6.594 | -5,72 | 611 | 2,35 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 455.037 | 23,13 | 38.847 | 37,50 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 23.713 | 6,23 | 2.198 | 15,33 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 83.647 | 7.141 | ||||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 5.205 | 18,78 | 444 | 32,54 | ||||
| 2026-02-12 | 13F | Mizuho Bank, Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 468.008 | 6,59 | 43.380 | 15,73 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 12.947 | -0,14 | 1.200 | 8,50 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 53.746 | 6,68 | 4.982 | 15,81 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 101.094 | 8.630 | ||||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 175 | 15 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13.601 | 1,17 | 1.261 | 9,85 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 27.437 | 59,36 | 2.342 | 77,96 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 29.924 | 74,12 | 2.555 | 94,52 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 7.156 | -1,68 | 611 | 9,71 | ||||
| 2026-01-12 | 13F | Robinson Value Management, Ltd. | 21.899 | 0,29 | 1.870 | 11,98 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 330.650 | 37,01 | 28.228 | 52,99 | ||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 9.632 | 9,69 | 822 | 22,50 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 40 | 100,00 | 4 | 200,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 16.493 | 97,76 | 1.555 | 118,71 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 4.204 | -0,99 | 359 | 10,49 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 70 | 0,00 | 6 | 0,00 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 131.546 | -1,53 | 11.230 | 9,96 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 3.110 | -1,14 | 294 | 9,33 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 601 | 56 | ||||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 84.788 | 2,36 | 7.238 | 14,31 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 26.623 | 435,03 | 2.273 | 497,89 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 720.200 | -0,06 | 61.483 | 11,61 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 71.234 | 1.376,05 | 849 | 130,71 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 11 | 10,00 | ||||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 4.000 | 0,00 | 341 | 11,80 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 87.371 | 36,67 | 7.459 | 52,61 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Bank of New Hampshire | 928 | 86 | ||||||
| 2025-11-06 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 386.065 | 4,68 | 32.958 | 16,90 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 18.979 | 347,09 | 1.620 | 482,73 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 165.427 | -17,61 | 15.333 | -10,55 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 10 | -28,57 | 1 | -100,00 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 16.965 | 0,00 | 1.569 | 3,91 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 2.191.901 | -13,70 | 187.123 | -3,63 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 16.824 | -52,43 | 1.559 | -48,36 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 56.736 | -9,56 | 4.844 | 0,98 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 11.012 | -26,57 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 51 | 121,74 | 5 | 300,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 16.926 | -27,33 | 1.569 | -21,13 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 8.421 | 8,78 | 719 | 21,49 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 655 | 3,15 | 59 | 20,41 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 108 | -94,66 | 10 | -94,19 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.035 | -8,81 | 79 | 6,76 | ||||
| 2026-02-03 | 13F | Entruity Wealth, LLC | 3.900 | -2,18 | 333 | 9,21 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 6.861 | 667 | ||||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 10.040 | 857 | ||||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 3.913 | 20,77 | 363 | 31,16 | ||||
| 2026-01-29 | 13F | Managed Asset Portfolios, Llc | 100.303 | -6,27 | 8.563 | 4,66 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 132.335 | -14,07 | 11.297 | -4,04 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 13.382 | 24,74 | 1.142 | 39,27 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 19.011 | 0,00 | 1.762 | 8,63 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 31.829 | 208,12 | 2.717 | 244,36 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 2.556 | 218 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 173.345 | 4,27 | 16.067 | 13,20 | ||||
| 2026-02-05 | 13F | AMJ Financial Wealth Management | 94.851 | -10,08 | 8.097 | 0,41 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 90.183 | -4,50 | 7.699 | 6,64 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Clifford Group, LLC | 4.563 | 1,45 | 390 | 13,41 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 116 | 10 | ||||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 164.385 | -4,33 | 15.237 | 10,17 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 3.904 | 0,00 | 362 | 8,41 | ||||
| 2026-02-12 | 13F | Intesa Sanpaolo Wealth Management | 139.117 | 11.876 | ||||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 47.133 | -1,81 | 4.024 | 9,65 | ||||
| 2026-01-23 | 13F | Avion Wealth | 7 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.440 | 226 | ||||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 32.381 | 13,97 | 2.764 | 27,26 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 26.210 | 2.004 | ||||||
| 2026-02-12 | 13F | Adviser Investments LLC | 49.761 | -11,27 | 4.248 | -0,91 | ||||
| 2026-02-17 | 13F | Nearwater Capital Markets, Ltd | 276.600 | 23.613 | ||||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 5.923 | 506 | ||||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 10.046 | 1,12 | 858 | 12,91 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2.379 | -48,02 | 221 | -43,59 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 75.012 | -12,81 | 6.404 | -2,65 | ||||
| 2026-04-15 | 13F | Birch Capital Management, LLC | 2.740 | 0,00 | 254 | 8,58 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 4 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 178.128 | 2.168,57 | 15.207 | 2.434,33 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 58.151 | -38,82 | 5.488 | -32,36 | ||||
| 2025-11-14 | 13F/A | Skopos Labs, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 2.374 | -6,76 | 220 | 1,38 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1.347.980 | -3,07 | 115.077 | 8,24 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 8.470 | 0,00 | 723 | 11,75 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 35 | 3 | ||||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 512.994 | -8,94 | 43.794 | 1,69 | ||||
| 2026-01-23 | 13F | S. R. Schill & Associates | 17.600 | 1,62 | 1.503 | 13,44 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2.420 | 224 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 5.547 | 22,23 | 514 | 32,82 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 129.831 | 1,04 | 12.034 | 9,71 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 11.947 | 1.020 | ||||||
| 2026-02-06 | 13F | Copia Wealth Management | 16.061 | 7,60 | 1.371 | 20,16 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 11.464 | -18,68 | 979 | -9,19 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 56.220 | 0,00 | 4.800 | 11,66 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 18.955 | -9,67 | 1.757 | -1,95 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91.208 | -2,30 | 8.454 | 6,09 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.959 | 509 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 64 | 128,57 | 6 | 150,00 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 131.780 | -6,86 | 11.250 | 4,00 | ||||
| 2026-02-09 | 13F | First National Trust Co | 5.502 | 20,71 | 470 | 34,77 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 520 | 0,00 | 48 | 9,09 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 3.377.267 | -0,89 | 288.317 | 10,67 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 671.036 | 0,00 | 57 | 11,76 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 21.235 | 28,38 | 1.813 | 43,35 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 32.341 | 1,96 | 2.761 | 13,86 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 2.650 | -55,16 | 246 | -51,39 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 59.683 | 21,40 | 5.095 | 35,58 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 3.948 | 337 | ||||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 20.286 | 8,91 | 1.732 | 21,56 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 36.862 | 0,49 | 3.147 | 12,20 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 91.213 | 0,69 | 7.787 | 12,43 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 4.378 | 28,05 | 0 | |||||
| 2026-02-05 | 13F | Requisite Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 9.036 | -42,04 | 771 | -35,26 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 156.156 | -5,86 | 13.331 | 5,13 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 146.357 | 382,26 | 3.461 | 33,59 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 22.488 | -57,77 | 2.084 | -54,16 | ||||
| 2026-02-11 | 13F | Aspetuck Financial Management LLC | 28.295 | 0,58 | 2.416 | 12,33 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 100 | 9 | ||||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 3.601 | -47,80 | 334 | -43,37 | ||||
| 2026-04-14 | 13F | Corecam Pte. Ltd. | 8.240 | 92,97 | 764 | 109,62 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2.147 | 0,00 | 199 | 8,74 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 533.574 | 6,88 | 45.551 | 19,35 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 10.351 | 294,17 | 884 | 341,50 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 156 | 56,00 | 0 | |||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 55.657 | 4,68 | 4.751 | 16,90 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 33.484 | 0,65 | 3.368 | 32,40 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2.508 | 232 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 346.996 | 1,48 | 29.623 | 13,33 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 73.518 | -41,97 | 6.276 | -35,20 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 303.017 | 1,47 | 25.869 | 117.481,82 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 32.398 | 26,30 | 2.766 | 41,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 14.824 | 7,58 | 1.374 | 16,84 | ||||
| 2026-04-13 | 13F | Arwa Llc | 4.781 | 43,06 | 451 | 58,25 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 354 | -54,20 | 30 | -49,15 | ||||
| 2026-01-29 | 13F | China Universal Asset Management Co., Ltd. | 206.200 | 8,99 | 17.603 | 21,70 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 8.300 | 9,01 | 769 | 18,31 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 6.827 | -56,25 | 583 | -51,17 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 9.820 | 838 | ||||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 2.735 | -62,17 | 233 | -57,79 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 3.849 | 0,00 | 357 | 8,54 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 15.852 | 10,55 | 1.353 | 23,45 | ||||
| 2026-02-17 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.654.569 | 14,09 | 141.251 | 27,40 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 36.806 | 1,78 | 3.142 | 13,68 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 4.678 | -1,08 | 399 | 10,53 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 23.040 | 1.967 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 640.580 | 0,77 | 60.406 | 11,31 | ||||
| 2026-02-05 | 13F | Blue Water Asset Management | 3.696 | 316 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 6.790 | 4,30 | 580 | 16,50 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 53.314 | 5,89 | 4.551 | 18,24 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 4.220 | 0,00 | 391 | 8,61 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 1.331 | -13,35 | 114 | -3,42 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 21 | -94,57 | 2 | -96,97 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 22.246 | 1.899 | ||||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 41.798 | -36,32 | 3.568 | -28,88 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 104.119 | 2,89 | 9.651 | 11,72 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 96.619 | 0,00 | 8.248 | 11,67 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 57.661 | -21,17 | 5.345 | -14,41 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 132.339 | 100,44 | 11.298 | 123,84 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 3.985 | 0,00 | 369 | 8,53 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 86.793 | 10,74 | 7.410 | 23,67 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 170.467 | -7,02 | 15.801 | 0,95 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 264.126 | 6,42 | 22.548 | 18,84 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.051 | 20,87 | 687 | 34,97 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 9.232 | 3.029,49 | 788 | 3.481,82 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 3.048 | 260 | ||||||
| 2026-02-12 | 13F | JT Stratford LLC | 10.187 | -3,08 | 870 | 8,22 | ||||
| 2026-02-12 | 13F | LWM Advisory Services, LLC | 157.581 | -2,42 | 13.453 | 8,96 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 3.150 | 0,00 | 269 | 11,67 | ||||
| 2026-02-09 | 13F | King Wealth | 6.301 | 1 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.855 | -65,88 | 357 | -62,97 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 5.450 | 0,00 | 465 | 11,78 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 12.367 | -8,79 | 1.146 | -0,95 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 2.815 | 0,00 | 261 | 8,33 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 557.735 | 72,82 | 47.614 | 92,98 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 12.688 | 89,29 | 1.176 | 105,59 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 139.845 | 3,82 | 10.691 | 21,14 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 28.044 | 599,53 | 2.599 | 659,94 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 134.223 | 0,72 | 12.441 | 9,36 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 6.556 | -34,73 | 608 | -29,17 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3.530 | -38,51 | 327 | -33,27 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 15.814 | -1,54 | 1.466 | 6,86 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 533.240 | -2,57 | 45.523 | 8,79 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 23.846 | 2.036 | ||||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 28.604 | -1,95 | 2.442 | 9,46 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | JBR Co Financial Management Inc | 11.190 | 0,00 | 955 | 0,00 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 277.224 | 13,05 | 23.667 | 26,25 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 2.692 | 287 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 3.116 | -2,87 | 289 | 5,49 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 3.525 | 301 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 198 | 18 | ||||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 209.138 | 0,84 | 17.854 | 12,62 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 53.559 | 3,13 | 4.964 | 11,98 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 67.258 | 3,78 | 6.595 | 33,12 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 6.848 | 17,28 | 585 | 23,21 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 25.767 | -0,55 | 2.200 | 11,06 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 8.920 | 2,40 | 762 | 14,44 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 109 | 9 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 34.823 | 2,25 | 2.973 | 14,18 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 69.111 | 0,42 | 5.900 | 12,15 | ||||
| 2026-02-13 | 13F | State Street Corp | 3.065.944 | 13,43 | 261.740 | 26,67 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 3.034 | 0,00 | 259 | 12,12 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 12.258 | 4,67 | 1.046 | 16,87 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 4.727 | -68,13 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8.055 | 103,61 | 747 | 121,36 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 7.946 | -4,25 | 678 | 6,94 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 4.193 | 389 | ||||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 3.309 | 282 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 6.829 | 41,04 | 633 | 53,03 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 2.919 | 0,00 | 249 | 11,66 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 921.392 | -34,09 | 90.352 | -15,46 | ||||
| 2026-01-21 | 13F | Kraematon Investment Advisors, Inc | 59.392 | -0,38 | 5.070 | 11,26 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 22.470 | 1,10 | 1.918 | 12,89 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 11.127 | -0,07 | 950 | 11,52 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 9.704 | 27,22 | 828 | 42,02 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 2.039 | -24,12 | 189 | -17,90 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 2.733 | 233 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 83.030 | 213,31 | 7.696 | 240,23 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 7.258 | -6,94 | 675 | -1,60 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 236 | 0,00 | 20 | 11,11 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 44.104 | -0,08 | 3.765 | 11,59 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 72.228 | 3,70 | 6.695 | 12,58 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 37.130 | 51,36 | 3.170 | 69,01 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 2.639 | 225 | ||||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 150 | 13 | ||||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 3.560 | 0,00 | 330 | 8,58 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Hillsdale Investment Management Inc. | 28 | 0,00 | 2 | 0,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 476 | 0,00 | 44 | 10,00 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 2.637.892 | 226.595 | ||||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 3.261 | 278 | ||||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 11.811 | -17,41 | 1.008 | -7,78 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 3.186 | -3,54 | 274 | 8,33 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 16.701 | 4,05 | 1.426 | 16,14 | ||||
| 2026-01-28 | 13F | Oversea-Chinese Banking CORP Ltd | 656.114 | 40,60 | 56.012 | 57,01 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 18.581 | 11,06 | 1.722 | 20,59 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 3.573 | 16,73 | 331 | 26,82 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 1.022.992 | -62,11 | 87.333 | -57,69 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2.930 | -13,72 | 250 | -3,47 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 450 | 0,00 | 42 | 7,89 | ||||
| 2026-02-17 | 13F | Semper Augustus Investments Group Llc | 23.979 | 20,72 | 2.047 | 34,85 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 55 | 0,00 | 5 | 25,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 166 | 0,00 | 15 | 7,14 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 3.350 | 286 | ||||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 5.505 | -10,27 | 470 | 0,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 17.177 | -5,47 | 1.466 | 5,54 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 805.363 | -9,48 | 68.753 | 1,08 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2.572 | -66,13 | 238 | -63,27 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 0 | 0 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 70.940 | -12,13 | 6.575 | -4,60 | ||||
| 2026-02-14 | 13F | American Trust | 52.282 | -6,30 | 4.463 | 4,64 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 20.008 | 16,45 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 5 | 25,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 102.029 | 1,36 | 8.710 | 13,19 | ||||
| 2026-02-17 | 13F | Nissay Asset Management Corp /japan/ /adv | 618.927 | 38,48 | 52.838 | 54,64 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 221.713 | -3,59 | 20.550 | 4,68 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.873 | 637 | ||||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 6.018 | -1,67 | 558 | 6,70 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 10.562.081 | 22,55 | 901.685 | 36,85 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 26.193 | 89,04 | 2.236 | 111,14 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5.511 | 4,97 | 511 | 13,84 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 985 | 392,50 | 84 | 460,00 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 13.015 | -1,07 | 1.206 | 7,39 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 31.558 | -65,50 | 2.925 | -62,54 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 32.510 | 9,17 | 2.775 | 21,92 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 4.931 | 0,00 | 457 | 8,81 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 25.156 | -8,85 | 2.332 | -1,02 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 119.983 | -9,51 | 11.121 | -1,75 | ||||
| 2026-02-04 | 13F | Argos Wealth Advisors, LLC | 790.297 | 67.468 | ||||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 3.328 | 284 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 3.500 | 324 | ||||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 49.164 | 3,49 | 4.197 | 15,59 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 1.791 | 0,00 | 166 | 9,21 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 917 | 152,62 | 85 | 180,00 | ||||
| 2026-01-27 | 13F | ZEGA Investments, LLC | 19.931 | -7,77 | 1.702 | 2,97 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 9.151 | 0,00 | 781 | 11,73 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 50.000 | -6,37 | 4.268 | 4,56 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 25.437 | 0,00 | 2.172 | 11,68 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 66.033 | 9,08 | 6.121 | 18,44 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 270 | 23 | ||||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 840.575 | 2,41 | 71.760 | 14,36 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 130.354 | -52,20 | 12.055 | -50,31 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 162.389 | 1,57 | 13.863 | 13,43 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 4.486 | -61,56 | 400 | -55,16 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 5.036 | 13,22 | 430 | 26,18 | ||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.458.482 | -3,71 | 124.511 | 7,53 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 20.936 | 3,82 | 1.787 | 15,96 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 2.895 | 248 | ||||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 512.932 | -0,75 | 43.789 | 10,83 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 74.162 | 5,66 | 6.331 | 18,01 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 16.141 | 0,00 | 1.378 | 0,00 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 100.066 | 2,71 | 9.275 | 11,52 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 4.743 | -41,15 | 367 | -40,42 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 63.200 | -14,84 | 5.858 | -7,53 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 18.128 | 5,89 | 1.548 | 18,27 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 8.134 | 65,36 | 754 | 79,71 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 2.942 | 7,77 | 0 | |||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 24.914 | 19,66 | 2.127 | 33,63 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 150 | 13 | ||||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.893 | 162 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 789.755 | 1.874,78 | 67.421 | 2.105,46 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 2.674 | 248 | ||||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 2.820 | -0,32 | 241 | 11,11 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 756 | 70 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 11.338 | 968 | ||||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fullerton Fund Management Co Ltd | 364.751 | -34,18 | 31.139 | -26,50 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 189 | 16 | ||||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 46.484 | -52,50 | 3.968 | -46,96 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 993.809 | -12,02 | 84.840 | -1,75 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 9.877 | -3,85 | 843 | 7,39 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 105.610 | -2,72 | 9.016 | 8,63 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 391 | 33 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 1.993 | 0,00 | 170 | 11,84 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 13.016 | -16,45 | 1.114 | -6,71 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 26.480 | -4,23 | 2.261 | 6,96 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 909.603 | 23,33 | 77.653 | 37,72 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.628.261 | 47,81 | 150.923 | 60,48 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 0 | 0 | ||||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 19.066 | -12,71 | 1.976 | 12,92 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 4 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 14.003 | 0,87 | 1.195 | 12,63 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Financial Life Advisors | 76.657 | 0,48 | 6.544 | 12,21 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4.102 | -20,23 | 380 | -13,24 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 23.390 | -3,74 | 1.997 | 7,49 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 170.329 | -13,14 | 14.541 | -3,01 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 5.843 | 9,36 | 542 | 18,64 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 6.264 | 1,39 | 535 | 13,14 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 28.787 | 1,02 | 2.668 | 9,70 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 3.072 | 0,00 | 285 | 8,40 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 22.389 | 266,13 | 1.911 | 309,21 | ||||
| 2026-01-29 | 13F | UBS Group AG | 3.412.428 | 2,91 | 291.319 | 14,92 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 22.845 | -48,57 | 2.118 | -44,16 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 7.350 | -18,33 | 681 | -17,45 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 22.675 | 8,86 | 1.936 | 21,55 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 27.438 | -17,38 | 2.342 | -7,72 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 16.798 | 62,39 | 1 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.076.318 | 20,38 | 91.885 | 34,43 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 2.774 | 0,00 | 237 | 11,32 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 2.265 | 210 | ||||||
| 2026-02-03 | 13F | Bokf, Na | 250 | -37,50 | 21 | -30,00 | ||||
| 2025-11-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 2.946 | 273 | ||||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 52.891 | -10,65 | 4.515 | -0,22 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 10.572 | 40,18 | 903 | 56,60 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 16.277 | -1,70 | 1.390 | 9,80 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 812.077 | -19,47 | 69 | -10,39 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Keel Point, LLC | 2.631 | 225 | ||||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 23.267 | -1,99 | 1.986 | 9,48 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 9.293 | -2,64 | 861 | 5,77 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 203.477 | -28,97 | 18.746 | -26,13 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 8.162 | 0,00 | 697 | 11,72 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2.269 | 210 | ||||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 2.582 | -4,86 | 220 | 6,28 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 69.466 | -1,54 | 5.926 | 10,11 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 303 | 236,67 | 28 | 300,00 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 5.723 | -27,26 | 489 | -18,80 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 69.573 | 0,02 | 6.449 | 8,59 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 33.250 | 0,82 | 3.082 | 9,45 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 10.273 | -58,52 | 877 | -53,67 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | McAdam, LLC | 5.579 | -0,09 | 476 | 11,74 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4.679 | -8,27 | 434 | 11,31 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 586 | 50 | ||||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 20.100 | 0,00 | 1.716 | 11,65 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 825 | 0,00 | 70 | 11,11 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 5 | 0 | ||||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 145.146 | -0,29 | 12 | 9,09 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 32.207 | 2.750 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 32 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 4.424 | 54,74 | 378 | 72,94 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 23.106 | 76,07 | 2.142 | 91,16 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 1.020 | 0,00 | 87 | 12,99 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 4.197 | 3,76 | 358 | 15,86 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 7.159 | -1,69 | 611 | 9,89 | ||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 240.000 | 20.489 | ||||||
| 2026-04-24 | 13F | Kendall Capital Management | 17.073 | -1,00 | 1.582 | 7,47 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 190.959 | -19,42 | 16 | -11,11 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 15.412 | 5,45 | 1.316 | 17,73 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 20.776 | -15,77 | 1.903 | -3,89 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 72 | 0,00 | 7 | 0,00 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 11.033 | 32,56 | 1.023 | 43,94 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 98 | 0,00 | 8 | 14,29 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 41.887 | -9,71 | 3.576 | 0,82 | ||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 144.525 | -59,96 | 13.396 | -43,35 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 11.513 | -28,01 | 1.067 | -21,83 | ||||
| 2026-02-20 | 13F | Bauman Advisory Group, LLC | 5.997 | 512 | ||||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 45.958 | 0,00 | 4.391 | 21,24 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 592.939 | -19,51 | 50.619 | -10,11 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 40.868 | -3,00 | 3.489 | 8,32 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.621 | 224 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 11.961 | 61,50 | 1.109 | 75,32 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 13.213 | -10,84 | 1.128 | -0,44 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 115.886 | 1,08 | 9.894 | 12,89 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 4.010 | 372 | ||||||
| 2026-02-11 | 13F | Palladiem, Llc | 75.597 | 6.489 | ||||||
| 2026-04-23 | 13F | Ami Asset Management Corp | 5.069 | 470 | ||||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 72.210 | -1,33 | 6.165 | 10,19 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 490.467 | 1,30 | 44.490 | 15,78 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.065 | 0,00 | 99 | 8,89 | ||||
| 2026-02-02 | 13F | Access Investment Management LLC | 4.600 | 0,00 | 352 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 353 | -18,66 | 30 | -9,09 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 6.105 | 0,00 | 521 | 11,80 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 3.822 | 3,94 | 326 | 16,01 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 222.241 | 5,07 | 19.103 | 18,14 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 11.132 | -9,12 | 950 | 1,50 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.335.584 | 1,32 | 114.019 | 13,14 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.777 | 1.687 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.902 | 237,23 | 162 | 276,74 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 6.346 | 13,34 | 588 | 23,27 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 43.928 | 2,09 | 4.072 | 10,84 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 6.587 | 16,11 | 562 | 29,79 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 160.690 | -4,17 | 13.718 | 0,72 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2.964 | 0,00 | 275 | 8,30 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.800 | 154 | ||||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 8.160 | -6,15 | 697 | 4,82 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 8.522 | 0,52 | 728 | 12,19 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 3.431 | 293 | ||||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 830 | 69,39 | 71 | 89,19 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 2.768 | -5,75 | 257 | 2,40 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 33.167 | 2.831 | ||||||
| 2026-02-06 | 13F | Resona Asset Management Co.,Ltd. | 2.229.600 | 28,21 | 191.300 | 45,09 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 38.330 | -15,26 | 3.553 | -8,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 17.799 | -25,94 | 1.650 | -19,60 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Paul R. Ried Financial Group, LLC | 39.274 | -11,67 | 3.353 | -1,38 | ||||
| 2026-02-13 | 13F | Coco Enterprises, LLC | 228.164 | -3,46 | 19.478 | 7,55 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 80.058 | -1,47 | 7.421 | 6,98 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 148 | 0,00 | 13 | 9,09 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 5.602 | 9,61 | 511 | 26,87 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 2.163 | 200 | ||||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 268 | 28,85 | 23 | 46,67 | ||||
| 2025-11-14 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 25.786 | -11,52 | 2.201 | -1,21 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 7.542 | 699 | ||||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 14.474 | 1.448 | ||||||
| 2026-01-15 | 13F | Range Financial Group LLC | 5.345 | 94,72 | 456 | 118,18 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 2.541 | 2,09 | 236 | 10,85 | ||||
| 2026-01-28 | 13F | Sage Private Wealth Group, Llc | 173.877 | 1,91 | 14.844 | 13,80 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 5.560 | -6,63 | 541 | 16,34 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.363 | 3,97 | 116 | 16,00 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 5.212 | 38,80 | 483 | 50,94 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 16.288 | -1,89 | 1.510 | 6,49 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 1.810 | 36.100,00 | 155 | |||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 10.677 | 911 | ||||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 3.027 | 258 | ||||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 2.667 | 0,00 | 228 | 11,82 | ||||
| 2026-02-12 | 13F | Marex Group plc | 48.989 | 14,08 | 4.182 | 27,42 | ||||
| 2026-02-17 | 13F | Nepc Llc | 634.975 | 3,27 | 54.208 | 15,32 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 14.589 | -7,82 | 1.245 | 2,98 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 25.883 | -6,96 | 2.399 | 1,05 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bfsg, Llc | 1.877 | 0,00 | 160 | 11,89 | ||||
| 2026-02-03 | 13F | Encompass More Asset Management | 191.999 | -0,53 | 16.391 | 11,07 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 14.122 | 3,18 | 1.206 | 15,20 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 202.090 | -0,90 | 17.252 | 10,67 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3.383 | 0,00 | 314 | 8,68 | ||||
| 2026-01-29 | 13F | Bravias Capital Group, LLC | 24.773 | 14,09 | 2.115 | 27,43 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 353.898 | 40,57 | 30.212 | 56,98 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.870.368 | 7,62 | 245.117 | 20,20 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 49.413 | 4.218 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4.401 | 16,83 | 415 | 29,28 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 302.700 | 22,20 | 25.841 | 36,46 | ||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7.261 | -4,54 | 673 | 3,70 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 5.619 | -6,01 | 521 | 1,96 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 462.316 | -0,97 | 39.468 | 10,58 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 12.204 | -6,58 | 1.131 | 1,43 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 87.251 | 7.449 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 65.779 | 18,70 | 5.616 | 32,55 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 11.783 | -11,72 | 1.006 | -1,47 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 13.822 | 1.327 | ||||||
| 2026-01-27 | 13F | First Horizon Corp | 2.246 | 78,82 | 192 | 98,96 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 21.905 | 0,01 | 1.870 | 11,71 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 45 | 0,00 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1.603.510 | 4,27 | 148.629 | 13,21 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 8.685 | 741 | ||||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 343 | 174,40 | 10 | 12,50 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 120.980 | 26,12 | 10.328 | 40,84 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 54.665 | -9,07 | 5.067 | -1,29 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 4.465 | -11,74 | 341 | 3,02 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13.381 | -5,41 | 1.240 | 2,73 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 4.055 | 0,00 | 346 | 11,61 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 36.505 | -59,69 | 3.384 | -56,24 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 3.072 | 0,00 | 262 | 11,97 | ||||
| 2026-04-15 | 13F | McAlvany Wealth Management LLC | 159.084 | -1,50 | 14.209 | 3,06 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Alliance | 9.052 | 169,16 | 773 | 200,39 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 663.291 | -8,48 | 56.654 | 2,25 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 24.853 | -56,42 | 2 | -50,00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 1.623 | -4,36 | 139 | 6,98 | ||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 53.400 | -16,63 | 4.559 | -6,90 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 66.839 | -2,31 | 6.195 | 6,08 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 2.864 | -18,64 | 244 | -9,29 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 8.106 | 4,04 | 692 | 16,30 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cabot Wealth Management Inc | 73.794 | 2,21 | 6.300 | 14,13 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 465.836 | -2,22 | 39.768 | 9,20 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 15.344 | 1.411 | ||||||
| 2025-11-07 | 13F | Balentine LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Medici Capital Llc | 204.026 | 0,00 | 17.418 | 11,67 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 187.866 | -11,12 | 17.413 | -3,50 | ||||
| 2026-01-23 | 13F | Timber Creek Capital Management LLC | 217.761 | -2,85 | 18.590 | 8,49 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 25.340 | 3,78 | 2.163 | 15,85 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 24.855 | 2,66 | 2.304 | 11,47 | ||||
| 2026-02-17 | 13F | Fmr Llc | 12.139 | 10,61 | 1.036 | 23,48 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 4.159 | 43,41 | 355 | 60,63 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 23.626 | -5,97 | 2.017 | 5,00 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.720 | -37,61 | 403 | -30,45 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 156.173 | -19,08 | 14.476 | -12,14 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Q3 Asset Management | 22.458 | 13,21 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 66.022 | 6,87 | 5.636 | 19,33 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 3.734 | 0,00 | 319 | 11,58 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 14.778 | 6,29 | 1.262 | 18,74 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 5.800 | -97,26 | 495 | -96,94 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 12.820 | -25,52 | 1.094 | -16,81 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 551 | -46,81 | 51 | -42,05 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 20 | 2 | ||||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 2.215 | 205 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.837 | 328 | ||||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 662 | 0,00 | 57 | 12,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 3.075 | -4,86 | 263 | 6,07 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | KWB Wealth | 125.159 | -1,63 | 10.685 | -1,63 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 642.531 | -50,57 | 54.859 | -44,80 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 625.603 | -5,38 | 57.987 | 2,74 | ||||
| 2026-02-11 | 13F | Mcmorgan & Co Llc | 234.992 | -11,94 | 20.061 | -1,67 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 56.736 | 5.259 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 8.415 | 10,84 | 1 | -100,00 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 6.499 | 142,77 | 555 | 171,57 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 48.756 | 517,71 | 4.519 | 571,47 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 3.326 | 0,64 | 308 | 9,22 | ||||
| 2026-01-16 | 13F | Standard Life Aberdeen plc | 6.561 | 560 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 26 | 0,00 | 2 | 100,00 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 53.300 | 8,98 | 4.940 | 18,32 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 30.282 | -9,07 | 2.760 | 4,07 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 176.274 | 7,33 | 15.049 | 19,86 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 4.122 | 352 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 62.725 | 14,80 | 5.814 | 24,64 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.748 | 86,29 | 661 | 108,52 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 43.384 | 18,20 | 3.704 | 32,01 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 16 | 0,00 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 49 | 0,00 | 0 | |||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 1.367 | 314,24 | 127 | 350,00 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 2.675 | -0,85 | 228 | 10,68 | ||||
| 2026-03-03 | 13F/A | Integrated Investment Consultants, LLC | 2.420 | 207 | ||||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 22.418 | -0,37 | 1.914 | 11,22 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 72.209 | 6.164 | ||||||
| 2026-01-22 | 13F | DeDora Capital, Inc. | 54.664 | 369,82 | 4.667 | 424,86 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 22.622 | -23,40 | 1.931 | -14,44 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 2.896 | 247 |
