VB - Vanguard Index Funds - Vanguard Small-Cap ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham

Vanguard Index Funds - Vanguard Small-Cap ETF
US ˙ ARCA ˙ US9229087518

Statistik Dasar
Pemilik Institusi 2420 total, 2415 long only, 1 short only, 4 long/short - change of 3,46% MRQ
Alokasi Portofolio Rata-rata 0.7396 % - change of 0,19% MRQ
Saham Institusi (Long) 160.747.847 (ex 13D/G) - change of -11,44MM shares -6,65% MRQ
Nilai Institusi (Long) $ 41.139.896 USD ($1000)
Kepemilikan Institusi dan Pemegang Saham

Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) punya 2420 pemilik institusi dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F ke Securities Exchange Commission (SEC). Institusi-institusi ini memiliki total 160,747,847 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, UBS Group AG, Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, LPL Financial LLC, Jones Financial Companies Lllp, Captrust Financial Advisors, and Northwestern Mutual Wealth Management Co .

Vanguard Index Funds - Vanguard Small-Cap ETF (ARCA:VB) 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 June 5, 2026 is 288,20 / share. Previously, on June 9, 2025, the share price was 233,71 / share. This represents an increase of 23,32% 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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Tanggal Berkas Sumber Investor Jenis Harga Rata-rata
(Perkiraan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Δ Nilai
(%)
Alokasi Portofolio
(%)
2026-05-15 13F Mcdonald Partners Llc 1.370 31,23 359 33,09
2026-04-06 13F Trust Co of the South 55.631 -4,99 14.571 -3,52
2026-04-28 13F Probity Advisors, Inc. 4.598 0,00 1.204 1,60
2026-04-28 13F Berger Financial Group, Inc 7.392 -0,47 1.936 1,10
2026-04-28 13F Stratos Wealth Partners, LTD. 47.693 0,63 12.492 2,18
2026-05-13 13F Cynosure Management, Llc 43.741 0,21 11.457 1,75
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 110 0,00 29 0,00
2026-05-13 13F Elm Partners Management LLC 85.423 14,13 21.684 12,31
2026-05-14 13F Roof Eidam & Maycock/adv 75.449 0,40 19.762 1,95
2026-02-12 13F Litman Gregory Asset Management LLC 1.563 0,00 403 1,51
2026-04-08 13F Cadent Capital Advisors, LLC 7.309 -51,94 1.914 -51,20
2026-04-22 13F Romano Brothers And Company 5.995 -2,23 1.570 -0,70
2026-05-11 13F Alpha Financial Advisors, LLC 1.168 0,00 306 1,33
2026-05-15 13F Fiduciary Trust Co 29.126 -2,70 7.629 -1,20
2026-04-21 13F Roth Financial Partners LLC 11.385 -3,27 2.982 -1,81
2026-04-22 13F Aspire Private Capital, LLC 20.189 7,09 5.288 8,74
2026-05-06 13F World Equity Group, Inc. 5.640 2,84 1.477 4,46
2026-02-11 13F MidWestOne Financial Group, Inc. 9.311 0,34 2.402 1,78
2026-05-11 13F RiverFront Investment Group, LLC 1.478 387
2026-05-08 13F Searle & Co. 2.823 12,92 739 14,75
2026-05-14 13F JHP Wealth Management, LLC 4.724 109,77 1.237 113,28
2026-04-14 13F Global Trust Wealth Management LLC 0 -100,00 0
2026-05-13 13F Signature Equity Partners, LLC 205 33,99 54 35,90
2026-05-14 13F Bollard Group LLC 407 0
2026-05-12 13F Daybright Advisory Services, Inc. 877 0,34 230 1,78
2026-04-13 13F Bank of New Hampshire 2.423 -1,78 635 -0,31
2026-04-08 13F Thompson Investment Management, Inc. 71 1,43 19 0,00
2026-04-17 13F Anchyra Partners Llc 5.361 10,29 1.404 12,05
2026-04-20 13F 25 Llc 41.067 2,04 10.756 3,61
2026-04-23 13F 3Chopt Investment Partners, LLC 100.163 3,24 26.235 4,83
2026-05-13 13F BCJ Capital Management, LLC 843 -4,53 221 -3,08
2026-05-12 13F M Holdings Securities, Inc. 13.060 -7,44 4 0,00
2026-04-22 13F Retirement Guys Formula Llc 6.730 1,57 1.762 4,38
2026-02-17 13F Trexquant Investment LP 0 -100,00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 8 100,00 2 100,00
2026-04-10 13F Atala Financial Inc 2.098 0,00 555 2,59
2026-04-15 13F Adamsbrown Wealth Consultants Llc 1.957 2,78 512 4,28
2026-05-08 13F Retirement Planning Co of New England, Inc. 6.933 -0,29 1.816 1,23
2026-04-14 13F West Branch Capital LLC 26 0,00 7 0,00
2026-04-23 13F Sawyer & Company, Inc 280 0,36 73 2,82
2026-04-22 13F Carroll Advisory Group, LLC 3.039 -33,54 796 -32,49
2026-05-05 13F Correct Capital Wealth Management 913 0,00 239 1,70
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 9.634 7,12 2.523 8,75
2026-05-04 13F Bleakley Financial Group, LLC 83.747 -0,21 21.935 1,33
2026-05-05 13F Legacy Advisors, LLC 9.784 -8,48 2.563 -7,07
2026-05-08 13F Vanguard National Trust Co 21.072 5.519
2026-04-30 13F Beirne Wealth Consulting Services, LLC 46.912 19,11 12.288 20,95
2026-05-13 13F Transcend Wealth Collective, Llc 5.860 -3,00 1.535 -1,54
2026-01-20 13F Austin Private Wealth, LLC 974 3,18 251 4,58
2026-04-30 13F Carmel Capital Partners, LLC 986 -7,42 258 -5,84
2026-05-11 13F WFA of San Diego, LLC 53 0,00 14 0,00
2026-05-14 13F B&l Asset Management Llc 8.729 9,91 2.286 11,62
2026-05-12 13F/A Signature Securities Group Corporation 6.664 -2,07 1.746 -0,57
2026-05-13 13F Lido Advisors, LLC 146.103 1,15 38.268 3,37
2026-05-06 13F Hamilton Point Investment Advisors, LLC 12 0,00 3 0,00
2026-04-07 13F Heartwood Wealth Advisors LLC 371.133 5,16 97.207 6,78
2026-04-22 13F Vicus Capital 4.842 0,02 1.268 1,60
2026-04-21 13F Maseco Llp 987 0,00 258 1,57
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-23 13F Seek First Inc. 2.672 -1,29 700 0,14
2026-04-24 13F Old Peak Finance LLC 1.027 0,00 269 1,89
2026-05-14 13F Johnson Financial Group, LLC 164.577 -4,74 43.106 -3,28
2026-05-11 13F Fourth Dimension Wealth, LLC 947 -8,06 248 -6,79
2026-04-21 13F Red Tortoise LLC 49 0,00 13 0,00
2026-04-24 13F Luminist Capital LLC 5.728 2,36 1.500 3,95
2026-04-14 13F Papp L Roy & Associates 1.257 -2,33 329 -0,60
2026-04-02 13F Byrne Asset Management LLC 160 -6,43 42 -6,82
2026-04-10 13F Capital Advantage, Inc. 34.623 8,29 9.068 9,96
2026-04-28 13F Winthrop Capital Management, LLC 3.448 -4,65 1
2026-05-05 13F Plante Moran Financial Advisors, LLC 4.749 1,41 1.244 2,90
2026-05-08 13F Burling Wealth Partners, Llc 59.575 -1,99 15.604 -0,48
2026-05-08 13F Seneschal Advisors, LLC 436 -4,39 114 -2,56
2026-04-09 13F Peterson Wealth Advisors, LLC 25.712 -4,36 6.735 -2,90
2026-05-14 13F St. Louis Trust Co 49.347 -1,16 12.925 0,36
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 1.127 3,87 295 5,73
2026-04-08 13F DiNuzzo Private Wealth, Inc. 3.875 0,00 920 2,00
2026-01-26 13F Thomasville National Bank 2.159 -11,52 557 -10,32
2026-04-22 13F Essential Planning, LLC. 1.349 -0,52 353 1,15
2026-05-15 13F Horizon Kinetics Asset Management Llc 219 57
2026-05-14 13F Stonebridge Capital Advisors LLC 23.238 1,24 6.087 2,79
2026-05-13 13F Consultiva Wealth Management, Corp. 4.355 0,00 1.141 1,51
2026-04-28 13F Fortis Capital Advisors, LLC 22.069 42,82 5.781 45,04
2026-05-12 13F Teachers Insurance & Annuity Association Of America 759 0,00 199 1,54
2026-05-07 13F D'Orazio & Associates, Inc. 3.594 12,45 941 14,20
2026-04-21 13F Willow Financial LLC 802 0,00 210 1,94
2026-06-03 13F DBK Financial Counsel, LLC 5.445 -1,29 1.426 0,28
2026-04-15 13F Atwood & Palmer Inc 197 49,24 52 50,00
2026-05-14 13F Permanent Capital Management, LP 13.892 -47,42 3.951 -42,04
2026-02-10 13F Nelson Capital Management, LLC 62.859 -0,56 16.214 0,87
2026-05-12 13F Chesapeake Asset Management Llc 102 9,68 27 13,04
2026-05-13 13F Tobias Financial Advisors, Inc. 1.062 2,21 278 4,12
2026-04-17 13F Murphy & Mullick Capital Management Corp 274 0,00 72 1,43
2026-05-06 13F HighMark Wealth Management LLC 244 -7,58 64 -7,35
2026-05-13 13F AE Wealth Management LLC 16.350 4,89 4.282 6,52
2026-05-07 13F Agf Management Ltd 65.906 -1,01 17.262 0,51
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 4.064 0,92 1.064 -5,08
2026-04-09 13F VERITY Wealth Advisors 1.015 0,00 266 1,53
2026-05-01 13F Coordinated Financial Services, Inc. 12.684 1,32 3.322 2,88
2026-05-13 13F WealthCollab, LLC 668 0,00 175 1,16
2026-05-15 13F CSM Advisors, LLC 45.387 5,30 12 0,00
2026-04-20 13F Ritholtz Wealth Management 23.391 27,41 6.127 29,38
2026-04-21 13F Trevian Wealth Management LLC 4.643 0,04 1.216 1,59
2026-05-11 13F Strengthening Families & Communities, LLC 1.526 400
2026-05-05 13F Clarity Asset Management, Inc. 130 0,78 34 0,00
2026-04-10 13F Tounjian Advisory Partners, Llc 830 217
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 2.149 -0,05 563 1,44
2026-05-08 13F Resources Investment Advisors, LLC. 42.447 -17,50 11.118 -16,24
2026-04-15 13F Cypress Wealth Services, LLC 21.797 -1,50 5.709 0,02
2026-05-14 13F BTG Pactual Asset Management US LLC 26.683 -11,77 6.989 -2,50
2026-04-13 13F Richard P Slaughter Associates Inc 777 0,00 204 1,50
2026-04-30 13F Beacon Financial Group 4.741 0,02 1.242 1,55
2026-04-16 13F Rockland Trust Co 2.881 0,21 755 1,75
2026-04-24 13F KC Investment Advisors, LLC 778 -7,49 204 -6,02
2026-04-30 13F Manning & Napier Advisors Llc 95.944 11,91 25.130 12,53
2026-04-09 13F Tompkins Financial Corp 4.915 -22,30 1.287 -21,09
2026-04-27 13F CWS Financial Advisors, LLC 16.904 0,24 4.428 1,79
2026-05-05 13F Soundwatch Capital LLC 0 -100,00 0
2026-05-11 13F First National Bank Of Omaha 11.470 43,73 3.004 45,97
2026-05-06 13F Quadrant Private Wealth Management, LLC 4.790 8,10 1.255 9,81
2026-04-21 13F Compass Planning Associates Inc 13.538 2,29 3.546 3,84
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 7.210 -5,03 1.888 -3,58
2026-05-08 13F Sofos Investments, Inc. 103 0,00 27 0,00
2026-05-11 13F Elevation Wealth Management LLC 1.406 16,97 368 18,71
2026-05-12 13F Werba Rubin Papier Wealth Management 2.642 -4,00 692 -2,40
2026-04-22 13F Coston, McIsaac & Partners 591 0,00 0
2026-04-23 13F Impact Partnership Wealth, LLC 1.206 22,19 316 24,02
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.338 3,64 0
2026-04-13 13F Fiduciary Financial Group, Llc 2.961 3,31 776 4,87
2026-05-15 13F Quantinno Capital Management LP 72.283 41,55 18.933 43,73
2026-04-10 13F Harbor Group, Inc. 4.325 -19,07 1.133 -17,85
2026-04-16 13F Johnson Bixby & Associates, LLC 29.830 1,34 7.813 2,90
2026-05-04 13F Calamos Advisors LLC 18.022 4.720
2026-04-09 13F Clarity Capital Advisors, LLC 6.873 0,26 1.800 1,81
2026-05-04 13F Hexagon Capital Partners LLC 12.962 3.395
2026-04-29 13F Advance Capital Management, Inc. 1.116 -4,78 292 -3,31
2026-04-20 13F Minichmacgregor Wealth Management, Llc 811 0,00 212 1,44
2026-04-06 13F CX Institutional 177.164 -24,17 46 -23,33
2026-05-08 13F Marco Investment Management Llc 1.067 0,00 279 1,45
2026-05-11 13F Hamrick Investment Counsel, llc 0 -100,00 0
2026-05-11 13F Convergence Financial, LLC 2.560 93,35 689 101,76
2026-05-01 13F Martel Wealth Advisors Inc 19.341 -0,42 5.066 1,12
2026-05-01 13F Luminvest Wealth Management LLC 4.674 1,83 1.226 3,55
2026-04-29 13F Duncker Streett & Co Inc 7.177 0,34 1.880 1,84
2026-05-14 13F Tempo Wealth, LLC 1.427 -12,78 374 -11,40
2026-04-28 13F Kathmere Capital Management, LLC 49.013 3,74 12.837 5,33
2026-05-11 13F Retirement Solution Inc. 857 0,23 225 1,82
2026-04-14 13F Searcy Financial Services Inc /adv 111.329 1,89 29.159 3,46
2026-04-07 13F Bath Savings Trust Co 4.398 14,71 1.152 16,50
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 1.295 0,00 339 1,50
2026-04-09 13F Aletheian Wealth Advisors LLC 1.014 1,40 266 4,33
2026-04-06 13F Gpwm Llc 57.413 1,47 15.038 3,04
2026-05-13 13F GLR Partners, LLC 4.509 1.181
2026-05-12 13F Pandi, LLC 2.644 693
2026-05-15 13F Empowered Funds, LLC 12.580 43,25 3.295 45,43
2026-04-15 13F Planning Directions Inc 2.850 -3,59 746 -2,10
2026-04-27 13F Pensionmark Financial Group, Llc 74.777 11,86 19.585 13,59
2026-05-07 13F Fedenia Advisers LLC 1.398 22,63 366 24,49
2026-05-08 13F Camelot Portfolios, LLC 4.995 -22,69 1.308 -21,49
2026-05-13 13F Triumph Capital Management 2.498 -2,80 654 -1,21
2026-04-28 13F McGuire Investment Group, LLC 2.671 0,56 700 2,04
2026-05-11 13F Atlas Legacy Advisors, LLC 13.307 -0,55 3.485 0,99
2026-05-14 13F Gladstone Institutional Advisory LLC 11.316 20,64 2.964 22,53
2026-05-14 13F 1832 Asset Management L.P. 604.595 21,36 158.356 23,23
2026-05-04 13F IFC Advisors LLC 2.022 -95,90 530 -95,84
2026-05-08 13F Logan Capital Management Inc Put 29.057 7.611
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-16 13F Strategic Advisory Partners, Llc 6.677 -4,56 1.749 -3,10
2026-04-30 13F Summa Corp. 4.577 1.199
2026-04-17 13F Hanson & Doremus Investment Management 238 0,00 0
2026-04-22 13F JNBA Financial Advisors 29.595 -3,98 7.752 -2,50
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 47.917 6,03 12.550 7,66
2026-04-22 13F Bravera Wealth 2.087 38,21 547 40,36
2026-05-12 13F Kuhn & Co Investment Counsel 4.184 2,30 1.096 3,79
2026-05-15 13F Pettyjohn, Wood & White, Inc 3.005 -0,46 787 1,16
2026-04-21 13F Family Wealth Group, LLC 1.362 357
2026-05-01 13F Mountain Hill Investment Partners Corp. 7.918 2,09 2.074 3,65
2026-05-01 13F Wealthspire Advisors, LLC 401.536 0,74 105.170 2,29
2026-04-15 13F Park Capital Management, LLC / WI 899 0,00 235 1,73
2026-04-13 13F Community Trust & Investment Co 3.235 2,86 847 4,44
2026-04-08 13F Partnership Wealth Management, LLC 994 3,33 260 4,84
2026-05-14 13F Providence Capital Advisors, LLC 14 0,00 4 0,00
2026-05-12 13F Hanlon Investment Management, Inc. 7.024 -45,72 1.840 -44,89
2026-04-14 13F Retirement Management Systems Inc. 27.581 7,06 7.224 8,71
2026-05-07 13F Green Square Capital Advisors Llc 900 -7,88 236 -6,37
2026-05-12 13F Independent Advisor Alliance 67.948 1.473,60 17.797 1.499,01
2026-04-21 13F GHP Investment Advisors, Inc. 1.083 4,03 284 5,60
2026-04-27 13F Beacon Advisors Holdings, Llc 5.360 0,00 1.404 1,52
2026-05-15 13F Strive Financial Group ,LLC 367 0,00 96 2,13
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 2.611 -50,60 684 -49,89
2026-04-17 13F Krilogy Financial LLC 16.097 -2,85 4.500 -0,86
2026-04-30 13F Independence Bank of Kentucky 6.050 4,45 1.585 6,02
2026-05-11 13F Aprio Wealth Management, LLC 5.865 45,86 1.536 35,69
2026-05-12 13F Motley Fool Wealth Management, LLC 8.828 -4,03 2.312 -2,53
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-22 13F Hartmann Taylor Wealth Management, LLC 17.212 1,31 4.508 2,88
2026-04-10 13F Integris Wealth Management, LLC 831 -30,63 218 -29,55
2026-04-24 13F Boston Trust Walden Corp 856 0,00 224 1,82
2026-05-14 13F Trustmark National Bank Trust Department 369.600 24,56 96.806 26,48
2026-05-14 13F Renaissance Technologies Llc 28.320 7.418
2026-05-22 13F/A Summitry Llc 1.804 2,85 473 4,42
2026-05-07 13F Greykasell Wealth Strategies, Inc. 146 -2,67 38 0,00
2026-05-14 13F Pinnacle Financial Partners, Inc. 24.666 -0,76 6.462 0,76
2026-04-21 13F Fulcrum Wealth Advisors, Llc 2.639 23,95 691 25,87
2026-04-13 13F Bouchey Financial Group Ltd 0 -100,00 0
2026-04-17 13F Paragon Capital Management Inc 10.759 -3,73 2.818 -2,26
2026-04-14 13F LifeGoal Wealth Advisors 893 0,00 235 2,17
2026-04-07 13F Agate Pass Investment Management, LLC 42.156 -1,68 11.042 -0,16
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 17.655 0,43 4.624 1,99
2026-05-06 13F Modera Wealth Management, LLC 103.322 -5,05 27.062 -3,59
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 51.535 -2,21 13.498 -7,65
2026-05-12 13F Leavell Investment Management, Inc. 111.460 0,32 29.194 1,86
2026-04-17 13F CENTRAL TRUST Co 234.190 11,36 61.339 13,08
2026-05-13 13F Anson Capital, Inc. 923 0,00 242 1,26
2026-05-04 13F Cornerstone Advisory, LLC 0 -100,00 0
2026-04-16 13F Sunbeam Capital Management, LLC 4.526 0,33 1.185 1,89
2026-05-12 13F Bear Mountain Capital, Inc. 48.121 3,66 13.770 7,56
2026-01-29 13F Concurrent Investment Advisors, LLC 63.820 31,92 16.462 33,83
2026-05-15 13F NorthRock Partners, LLC 48.648 -9,95 12.742 -8,56
2026-04-09 13F Goelzer Investment Management, Inc. 9.464 -4,92 2.479 -3,47
2026-05-08 13F SHP Wealth Management 5.016 65,71 1.315 68,46
2026-05-07 13F TrustWell Financial Advisors, LLC 1.820 0,00 477 1,49
2026-04-29 13F SilverOak Wealth Management LLC 1.323 0,00 347 1,47
2026-05-05 13F Mjp Associates Inc /adv 3.347 -4,32 877 -2,88
2026-02-13 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-08 13F Minot DeBlois Advisors LLC 13.198 -1,37 3.457 0,14
2026-05-15 13F Pitti Group Wealth Management, LLC 787 0,00 206 1,48
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 3.487 -6,79 913 -5,29
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 1.013 -0,59 265 1,15
2026-05-14 13F Neuberger Berman Group LLC 7.688 -0,84 2.014 0,70
2026-04-30 13F Costello Asset Management, INC 96 0,00 25 4,17
2026-05-06 13F Cabot-Wellington, LLC 5.354 0,13 1.402 1,67
2026-05-06 13F SP Asset Management LLC 102.259 -2,18 26.784 -0,68
2026-04-23 13F Balanced Wealth Group Llc 20.141 -0,96 5.275 1,76
2026-04-14 13F Legacy Trust 1.076 7,49 282 8,91
2026-04-01 13F Bangor Savings Bank 3.136 -0,32 821 1,23
2026-05-15 13F Aufman Associates Inc 142.772 -1,02 37.395 0,51
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-24 13F Optas, LLC 9.364 -2,71 2.453 -1,21
2026-04-10 13F Quaker Wealth Management, LLC 26.814 3,85 7.023 5,45
2026-04-29 13F American Capital Advisory, LLC 277 -18,05 73 -17,24
2026-04-29 13F Orin Green Financial, LLC 13.110 0,28 3.434 1,81
2026-05-15 13F Earnest Partners Llc 0 -100,00 0
2026-05-12 13F Rhumbline Advisers 13.949 41,26 3.654 43,42
2026-04-22 13F Monument Group Wealth Advisors, LLC 13.878 -0,73 3.635 0,80
2026-05-05 13F West Paces Advisors Inc. 72 0,00 19 0,00
2026-04-17 13F/A Founders Financial Securities Llc 1.758 -48,28 480 -45,21
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-12 13F Cascade Financial Partners, LLC 5.924 0,75 1.552 2,31
2026-05-15 13F Waterford Advisors, LLC 3.654 -2,01 928 -3,54
2026-04-27 13F Smith & Howard Wealth Management, LLC 36.522 -21,51 9.566 -20,30
2026-05-22 13F Independent Wealth Advisors LLC 1.541 -3,51 404 -2,18
2026-05-12 13F ESG Planning 1.420 372
2026-05-08 13F Marble Harbor Investment Counsel, LLC 12.769 6,46 3.344 8,12
2026-04-20 13F CWA Asset Management Group, LLC 21.848 -0,13 5.723 1,42
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-04-24 13F Financial Life Planners 24 6
2026-05-08 13F Red Wave Investments LLC 40.201 -5,50 10.529 -4,05
2026-05-01 13F Brightwater Advisory LLC 25.084 1,48 6.570 3,04
2026-05-15 13F Cape Investment Advisory, Inc. 2.508 10,63 657 12,33
2026-04-21 13F Topsail Wealth Management, LLC 5.340 -6,81 1.399 -5,35
2026-04-24 13F Michels Family Financial, LLC 829 -2,70 217 -0,91
2026-04-27 13F DeDora Capital, Inc. 79.562 0,88 20.839 2,43
2026-05-12 13F CIBC Bancorp USA Inc. 1.506.970 18,22 394.063 21,58
2026-05-14 13F Synergy Investment Management, LLC 678 178
2026-05-08 13F Valeo Financial Advisors, LLC 15.861 -5,27 4.154 -3,80
2026-05-15 13F Pinney & Scofield, Inc. 91 24
2026-04-13 13F First Hawaiian Bank 18.895 -1,32 4.949 0,18
2026-04-16 13F Blue Zone Wealth Advisors, LLC 1.294 -7,97 339 -6,63
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 24.698 -2,18 6.469 -0,68
2026-05-15 13F FreeGulliver LLC 3.644 0,39 954 1,92
2026-04-06 13F Hiley Hunt Wealth Management 4.691 -0,61 1.229 0,90
2026-04-28 13F Astoria Portfolio Advisors LLC. 2.670 3,17 757 6,62
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 532 -45,93 139 -45,06
2026-05-13 13F Redwood Family Wealth LLC 2.379 -8,00 623 -6,60
2026-05-13 13F Boston Family Office Llc 1.070 0,00 0
2026-05-14 13F Paragon Capital Management LLC 1.503 -24,85 394 -23,69
2026-04-29 13F Connable Office Inc 18.689 7,55 4.895 9,21
2026-02-03 13F Vantage Financial Partners, LLC 3.383 -1,11 873 0,35
2026-05-14 13F SlateStone Wealth, LLC 1.107 0,00 0
2026-05-14 13F Bridgewater Advisors Inc. 3.160 -17,36 903 -14,74
2026-04-17 13F Brown, Lisle/cummings, Inc. 2.309 0,04 605 1,51
2026-04-23 13F Walleye Partners, LLC 1.220 0,00 320 1,59
2026-04-30 13F Team Hewins, LLC 2.007 -0,10 526 1,35
2026-05-15 13F DV Trading LLC 0 -100,00 0
2026-04-22 13F Sterling Capital Management LLC 2.860 0,00 749 1,63
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 4.751 -0,77 1.244 0,73
2026-04-10 13F Impact Capital Partners LLC 1.268 2,18 332 3,75
2026-04-20 13F Friedenthal Financial 63 0,00 17 0,00
2026-04-15 13F Founders Grove Wealth Partners, Llc 11.590 -0,46 3.036 1,07
2026-04-16 13F Mendota Financial Group, LLC 0 -100,00 0
2026-04-17 13F LMG Wealth Partners, LLC 1.698 0,00 445 1,60
2026-04-22 13F TPG Advisors LLC 2.073 29,81 543 31,87
2026-02-11 13F Waddell & Associates, Llc 0 -100,00 0
2026-05-14 13F Rockbridge Investment Management, LCC 7.319 0,01 1.917 1,54
2026-05-05 13F Journey Advisory Group, LLC 848 -47,62 222 -46,76
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 4.125 1,15 516 4,03
2026-04-29 13F Unified Investment Management 2.133 10,35 559 12,05
2026-05-04 13F Integrity Wealth Solutions LLC 3.817 -0,50 1.000 1,01
2026-04-22 13F Atwater Malick LLC 2.775 0,00 727 1,54
2026-04-27 13F Strathmore Capital Advisors, Inc. 751 213
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 14.940 9,46 3.913 11,16
2026-04-15 13F Radnor Capital Management, LLC 9.827 0,56 2.574 2,10
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-05-05 13F EnRich Financial Partners LLC 1.166 0,26 305 1,67
2026-05-07 13F Northwestern Mutual Wealth Management Co 2.812.991 2,37 736.779 3,94
2026-04-27 13F Koshinski Asset Management, Inc. 91.720 4,53 24.023 6,14
2026-04-21 13F Oak Wealth Advisors LLC 5.294 0,00 1.387 1,54
2026-05-11 13F American Money Management, LLC 3.396 -0,32 890 1,25
2026-05-12 13F Kovack Advisors, Inc. 7.207 -6,69 1.890 -5,12
2026-05-01 13F Anchor Investment Management, LLC 6.604 0,18 1.730 1,71
2026-04-16 13F Sterling Investment Counsel, LLC 0 -100,00 0
2026-04-28 13F Tempus Wealth Planning, LLC 1.351 -1,46 354 0,00
2026-05-01 13F Summit Financial Strategies, Inc. 1.031 270
2026-05-06 13F Bartlett & Co. Wealth Management Llc 47.787 -0,45 13.542 9,37
2026-05-12 13F Cloud Capital Management, LLC 1.320 3,69 0
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-04-15 13F Tribridge Partners Financial LLC 62.145 3,24 16.447 5,93
2026-04-22 13F Princeton Global Asset Management LLC 799 0,25 209 1,95
2026-05-06 13F Oxford Financial Group Ltd 10.861 -8,08 2.845 -6,66
2026-04-22 13F Brandywine Asset Management, Inc. 1 0,00 0
2026-04-27 13F USAdvisors Wealth Management, LLC 6.162 -0,93 2 0,00
2026-05-11 13F TD Capital Management LLC 40.805 -0,67 10.688 0,86
2026-05-15 13F Sanchez Levi Garrett 6.979 1.828
2026-04-24 13F Vision Financial Markets Llc 2 0,00 0
2026-05-01 13F Midwest Trust Co 32.580 3,87 8.533 5,46
2026-05-14 13F RMG Wealth Management LLC 835 241
2026-05-04 13F LJI Wealth Management, LLC 1.897 29,14 497 30,87
2026-05-11 13F Berkshire Asset Management Llc/pa 56.691 0,49 14.849 2,03
2026-04-09 13F Chemistry Wealth Management LLC 1.569 -13,65 411 -12,39
2026-05-12 13F Dearborn Partners Llc 766 201
2026-04-16 13F Southern Capital Advisors, Llc 1.044 -0,67 274 0,74
2026-04-07 13F Twele Capital Management, Inc. 78.142 0,00 20.467 1,54
2026-04-07 13F Signaturefd, Llc 904.125 5.155,93 236.808 5.237,12
2026-04-28 13F Family CFO Inc 1.978 -8,55 518 -7,00
2026-04-28 13F Golden State Wealth Management, LLC 3.279 -2,47 859 -1,04
2026-04-20 13F Leeward Financial Partners, LLC 39.232 -11,42 10.276 -10,07
2026-05-05 13F Cullen/frost Bankers, Inc. 590.093 3,90 154.557 5,50
2026-05-11 13F RWM Asset Management, LLC 14.392 0,02 3.770 -4,39
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 590 52,85 154 55,56
2026-04-15 13F Optivise Advisory Services LLC 996 -1,19 261 0,00
2026-05-01 13F Diversify Wealth Management, Llc 53.248 23,38 14.868 26,43
2026-04-23 13F Harbour Investment Management Llc 1.952 0,00 511 1,59
2026-04-24 13F Courage Miller Partners, LLC 1.395 0,00 365 1,67
2026-04-21 13F Trust Co Of Virginia /va 170.397 -0,83 44.630 0,69
2026-04-17 13F James J. Burns & Company, LLC 46.360 3,13 12.143 4,72
2026-05-05 13F One Day In July LLC 17.887 1,08 4.685 2,63
2026-04-23 13F SJS Investment Consulting Inc. 1.539 2,06 403 3,87
2026-05-08 13F Stone Loft Wealth Management Llc 5.707 355,83 1.495 362,54
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-02-17 13F MGB Wealth Management, LLC 50 0,00 13 0,00
2026-05-14 13F LifePlan Investment Advisors, Inc. 7.309 6,39 1.914 8,01
2026-02-05 13F Tucker Asset Management Llc 163 0,00 42 2,44
2026-04-24 13F Family Investment Center, Inc. 23.825 -3,57 6.240 -2,09
2026-05-14 13F First Commonwealth Financial Corp /pa/ 0 -100,00 0
2026-05-11 13F Elevate Wealth Advisory, Inc 1.028 -3,93 269 -2,18
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 12.075 3.163
2026-05-12 13F Absolute Capital Management, LLC 4.382 16,73 1.148 18,49
2026-04-29 13F Efficient Advisors, LLC 316.200 -24,49 82.819 -23,33
2026-04-21 13F Morton Capital Management LLC/CA 990 23,90 259 25,73
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 129.053 -16,13 33.776 -14,85
2026-05-08 13F Westview Management dba Westview Investment Advisors 6.000 41,18 1.571 43,34
2026-05-15 13F Clark Capital Management Group, Inc. 905 237
2026-01-16 13F RHS Financial, LLC 0 -100,00 0
2026-05-14 13F Proficio Capital Partners LLC 834 -79,71 218 -79,43
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 3.500 917
2026-04-21 13F Founders Capital Management 409 0,00 107 1,90
2026-05-06 13F Penn Capital Management Co Inc 0 -100,00 0
2026-04-16 13F Capital Advisors, Ltd. LLC 1.962 -5,72 1
2026-05-15 13F Excelsior Advisor Network LLC 22.969 16,96 6.016 18,78
2026-05-11 13F Citigroup Inc 23.074 4,28 6.044 5,89
2026-05-06 13F Aviance Capital Partners, LLC 1.365 38,72 358 41,11
2026-05-13 13F Jaffetilchin Investment Partners, LLC 991 0,20 260 1,57
2026-06-03 13F/A Wealthquest Corp 187.247 23,15 49.044 25,05
2026-05-11 13F Bailard, Inc. 9.233 0,00 2.418 1,55
2026-05-13 13F Mairs & Power Inc 5.805 288,03 1.520 294,81
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-04-13 13F Arwa Llc 14.408 8,34 3.933 14,66
2026-05-08 13F Russell Investments Group, Ltd. 5.837 29,34 1.529 31,38
2026-05-11 13F Daymark Wealth Partners, Llc 77.373 -0,42 20.265 1,12
2026-05-15 13F Alliancebernstein L.p. 70.296 0,91 18.133 0,91
2026-05-11 13F MainStreet Investment Advisors LLC 1.105 -6,36 289 -4,93
2026-04-27 13F Fulton Breakefield Broenniman Llc 903 -0,55 237 0,85
2026-04-28 13F ORG Wealth Partners, LLC 121 -79,07 32 -79,19
2026-05-07 13F Tidemark, LLC 64 0,00 17 0,00
2026-05-06 13F CNB Bank 240 -2,04 63 -1,59
2026-04-29 13F Rockwood Wealth Management, LLC 5.829 0,00 1.527 1,53
2026-04-24 13F Whelan Financial 129.152 -0,22 33.827 1,31
2026-04-21 13F Wesbanco Bank Inc 35.266 6,46 9.237 8,10
2026-04-16 13F Heck Capital Advisors, LLC 2.391 0,17 626 1,79
2026-04-24 13F Crux Wealth Advisors 0 -100,00 0
2026-04-23 13F Game Plan Financial Advisors, LLC 24 0,00 6 0,00
2026-05-15 13F Destination Wealth Management 1.281 7,29 336 9,12
2026-05-06 13F Tyche Wealth Partners LLC 1.304 -0,76 342 0,59
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-05-13 13F Keystone Financial Group 21.106 1,14 5.528 2,68
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-05-12 13F Pacific Center for Financial Services 629 12,72 165 16,31
2026-05-15 13F MidFirst Bank 439 -6,20 115 -5,00
2026-05-01 13F Financial Connections Group, Inc. 198 -16,10 0
2026-04-13 13F Foster Group, Inc. 1.088 3,32 285 4,80
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-05-13 13F Carter Financial, LLC 22.096 -0,87 5.787 0,66
2026-04-15 13F Cranbrook Wealth Management, LLC 7.083 -22,02 1.855 -20,83
2026-04-10 13F Country Trust Bank 651.388 26,42 170.612 28,36
2026-04-08 13F Hardin Capital Partners, LLC 1.551 1,37 406 3,05
2026-04-27 13F Qrg Capital Management, Inc. 71.832 -3,74 18.814 -2,25
2026-05-01 13F Cdkv Holdings Llc 2.581 0,39 676 1,96
2026-04-07 13F CoreCap Advisors, LLC 16.507 -2,24 4.323 -0,73
2026-05-14 13F Trace Wealth Advisors, LLC 800 0,00 210 1,46
2026-04-22 13F Storen Legacy Partners, LLC 6.618 -25,25 1.733 -24,09
2026-05-13 13F River Wealth Advisors LLC 3.623 -8,88 949 -7,51
2026-05-12 13F Operose Advisors LLC 9.362 -25,23 2.452 -24,06
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 228.029 -42,73 60.350 -43,74
2026-05-08 13F McAdam, LLC 61.703 3,37 16.161 4,96
2026-05-07 13F Advisor OS, LLC 18.635 16,07 4.881 17,85
2026-04-30 13F Simplicity Wealth,LLC 5.910 -32,91 1.548 -31,91
2026-05-12 13F Virtue Asset Management Llc 16.634 1,17 4.357 2,74
2026-04-29 13F SwitchPoint Financial Planning, LLC 5.095 1,78 1.334 3,33
2026-04-14 13F Zrc Wealth Management, Llc 1.996 0,05 523 1,56
2026-05-14 13F Capital Analysts, Inc. 11.206 7,92 3 0,00
2026-04-20 13F Focused Wealth Management, Inc 58.073 7,16 15.210 8,81
2026-05-15 13F Lazard Asset Management Llc 30.631 0,00 8.023 1,53
2026-03-12 13F Nalls Sherbakoff Group, Llc 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 20.763 3,65 5.438 5,24
2026-04-17 13F Berman McAleer LLC 41.371 -1,87 10.836 -0,37
2026-05-12 13F Baker Avenue Asset Management, LP 390.627 1,03 102.313 2,59
2026-04-13 13F Lee Financial Co 6.290 0,00 1.647 1,54
2026-05-15 13F GWM Advisors LLC 169.448 -13,56 6.867 -86,42
2026-04-13 13F CGC Financial Services, LLC 857 0,00 224 1,36
2026-04-28 13F David Kennon Inc 47.376 0,05 12.409 1,59
2026-04-02 13F Collective Family Office Llc 6.665 -0,51 1.746 0,98
2026-05-05 13F Black Diamond Financial, LLC 35.711 -1,89 9.353 -0,38
2026-05-13 13F Rosenblum Silverman Sutton S F Inc /ca 4.088 1,74 1.071 3,28
2026-05-12 13F TD Waterhouse Canada Inc. 659 -72,99 173 -72,50
2026-05-15 13F Jones Financial Companies Lllp 2.976.080 19,05 763.177 18,35
2026-05-06 13F Keystone Financial Services 2.344 0,00 614 1,49
2026-04-16 13F Fiduciary Advisors, Inc. 41.765 -0,85 10.939 0,68
2026-05-14 13F Financial Engines Advisors L.L.C. 87.478 -4,78 22.912 -3,31
2026-05-01 13F FLC Capital Advisors 1.021 0,00 267 1,52
2026-04-29 13F Cary Street Partners Financial Llc 195.276 -0,44 51.147 1,09
2026-05-05 13F Prospect Financial Group LLC 927 0,00 243 1,26
2026-04-21 13F Narus Financial Partners, LLC 11.654 -5,07 3.052 -3,60
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 18.288 99,96 4.790 103,05
2026-05-04 13F Alta Wealth Advisors LLC 1.897 0,32 497 1,85
2026-05-15 13F Painted Porch Advisors LLC 1.276 3,91 334 5,70
2026-04-27 13F Greenleaf Trust 6.524 4,58 1.709 6,15
2026-05-11 13F Linscomb & Williams, Inc. 2.194 -4,28 575 -2,88
2026-05-11 13F National Wealth Management Group, LLC 1.145 -46,29 300 -45,54
2026-04-17 13F Outlook Wealth Advisors, LLC 2.742 -2,11 718 -0,55
2026-05-14 13F Wills Financial Group LLC 1.118 6,88 319 18,59
2026-02-25 13F Kw Wealth Management Llc 777 200
2026-05-14 13F Fort Point Capital Partners LLC 15.757 -0,89 4.127 -5,86
2026-04-21 13F Ramiah Investment Group 31.598 4,09 8.276 5,70
2026-04-28 13F Walkner Condon Financial Advisors LLC 23.515 3,16 6.159 4,73
2026-05-01 13F First Business Financial Services, Inc. 5.070 0,62 1.328 2,16
2026-04-16 13F BlueSky Wealth Advisors, LLC 40.153 1,58 10.517 3,14
2026-04-22 13F Pasadena Private Wealth, LLC 798 -15,64 209 -13,99
2026-05-13 13F Calton & Associates, Inc. 1.851 -9,13 485 -7,81
2026-04-17 13F Stephenson National Bank & Trust 29.555 -14,01 7.741 -12,68
2026-04-30 13F Griffin Asset Management, Inc. 1.627 -8,08 426 -6,58
2026-05-14 13F Jacobi Capital Management LLC 2.374 18,76 622 20,58
2026-05-13 13F Mackenzie Financial Corp 23.858 -4,83 6.249 -4,13
2026-04-20 13F Greenup Street Wealth Management Llc 11.976 15,67 3.137 17,45
2026-04-29 13F Integrity Investment Advisors, LLC 1.013 -29,31 265 -28,18
2026-05-14 13F Loomis Sayles & Co L P 35 3.400,00 9
2026-05-05 13F D.a. Davidson & Co. 135.340 3,58 35.448 5,17
2026-05-05 13F FinDec Wealth Services, Inc. 14.994 -13,13 3.927 -11,79
2026-04-24 13F Essex LLC 3.766 0,43 986 1,96
2026-05-11 13F POM Investment Strategies, LLC 0 -100,00 0
2026-05-14 13F Bridgewealth Advisory Group, LLC 6.972 -4,86 1.826 -3,39
2026-05-08 13F/A Davidson Investment Advisors 20.910 -1,14 5.477 0,37
2026-05-11 13F United Bank 17.459 -4,65 4.573 -3,20
2026-05-12 13F Cooper/haims Advisors, Llc 2.804 0,00 734 1,52
2026-04-08 13F Heritage Family Offices, LLP 3.839 1.006
2026-04-23 13F waypoint wealth counsel 15.126 -1,16 3.962 0,35
2026-05-14 13F Joseph P. Lucia & Associates, LLC 9.782 -0,19 2.562 1,34
2026-04-16 13F Cambridge Advisors Inc. 31.646 -2,16 8.289 -0,66
2026-04-16 13F Triad Wealth Partners, LLC 1.273 -51,34 333 -50,59
2026-04-24 13F Lynch Asset Management, Inc. 18.150 0,28 4.754 1,82
2026-05-15 13F Valley Financial Group, Inc. 1.045 1,55 274 3,02
2026-04-17 13F Essex Savings Bank 7.843 -1,25 2.054 0,29
2026-04-28 13F Howe & Rusling Inc 849 -36,64 222 -35,65
2026-05-15 13F/A EverSource Wealth Advisors, LLC 110.024 90,97 28.818 93,91
2026-04-15 13F NorthAvenue LLC 113 0,00 30 0,00
2026-05-15 13F EFG International AG 2.542 0,24 666 1,68
2026-04-14 13F Prospera Financial Services Inc 33.185 -7,07 8.716 -5,59
2026-05-05 13F Woodmont Investment Counsel Llc 98.052 0,89 25.682 2,44
2026-05-07 13F True North Advisors, LLC 62.645 -1,83 16.408 -0,32
2026-05-15 13F Resources Management Corp /ct/ /adv 1.140 -2,15 0
2026-04-29 13F Staley Capital Advisers Inc 49.228 -0,30 12.894 1,24
2026-05-15 13F Warren Averett Asset Management, LLC 126.695 1,19 33.184 2,75
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 6.545 -2,31 1.714 -0,81
2026-04-29 13F Landmark Wealth Management, LLC 4.440 8,06 1.163 9,82
2026-05-06 13F Fidelis Capital Partners, LLC 15.506 3,46 4.061 5,04
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 19.072 -86,17 4.995 -85,96
2026-05-12 13F Rathbone Brothers plc 14.181 -1,60 3.714 -0,08
2026-05-12 13F Omega Financial Group, LLC 783 0,26 205 1,99
2026-05-15 13F Silver Grove Financial Group, Inc. 2.030 532
2026-05-15 13F Quadcap Wealth Management, LLC 3.428 0,47 898 2,05
2026-04-21 13F Paradigm Financial Partners, Llc 4.676 -22,20 1.225 -21,03
2026-04-21 13F Keystone Financial Group, Inc. 236 0,00 62 1,67
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-01 13F Wilian Securities, LLC 0 -100,00 0
2026-05-05 13F Cannon Wealth Management Services, LLC 4.361 6,89 1.142 8,56
2026-02-17 13F Forefront Analytics, LLC 0 -100,00 0
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1.733 -3,67 454 -2,16
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 266 0,00 0
2026-01-14 13F Clarius Group, LLC 1.309 -11,67 338 -10,37
2026-04-30 13F Financial Freedom, LLC 14.269 -11,04 3.737 -9,67
2026-05-13 13F Fiduciary Family Office, Llc 9.201 0,00 2.410 1,52
2026-04-24 13F MOR Wealth Management, LLC 784 0,00 205 1,49
2026-04-16 13F Balboa Wealth Partners 3.951 53,98 1.035 56,43
2026-05-06 13F Atlantic Trust, LLC 2.015 -1,56 528 0,00
2026-02-03 13F Broadwater Capital Management Llc 308 0,00 79 1,28
2026-04-16 13F Aurora Private Wealth, Inc. 916 0,00 0
2026-04-30 13F First Horizon Corp 5.462 4,42 1.431 6,00
2026-05-07 13F Koss-Olinger Consulting, LLC 1.322 -3,22 346 -1,70
2026-05-15 13F Gotham Asset Management, LLC 39.210 18,65 10.270 20,47
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 161.417 8,89 42.355 10,48
2026-04-16 13F Intergy Private Wealth, LLC 1.621 -0,67 425 0,95
2026-04-28 13F Mokosak Advisory Group, LLC 18.302 1,88 4.794 3,43
2026-05-07 13F Cassaday & Co Wealth Management LLC 4.527 0,98 1.186 2,51
2026-05-14 13F Raymond James Financial Inc 2.252.087 -2,28 589.867 -0,77
2026-01-27 13F Meritage Portfolio Management 3.741 0,03 965 1,58
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 2.318 -2,40 607 -0,82
2026-05-13 13F Parkside Financial Bank & Trust 19.560 -1,95 5.123 -0,43
2026-04-13 13F Midway Capital Research & Management 25 7
2026-05-04 13F Pacific Point Advisors, LLC 3.382 -0,21 886 1,26
2026-04-27 13F GenTrust, LLC 14.702 -9,34 3.851 -7,94
2026-04-22 13F Joel Isaacson & Co., LLC 211.849 4,75 55.487 6,36
2026-04-22 13F Wiser Advisor Group LLC 6.916 -0,97 1.811 0,56
2026-04-07 13F Calder Financial LLC 6.660 10,87 1.754 13,23
2026-05-05 13F Quartz Partners, LLC 769 201
2026-05-05 13F Collaborative Wealth Managment Inc. 0 -100,00 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 94.388 -4,42 24.722 -2,94
2026-05-15 13F AlphaCore Capital LLC 93.267 11,96 24.428 13,68
2026-05-12 13F Shade Tree Advisors LLC 1.115 -8,83 292 -7,30
2026-05-15 13F Advisory Resource Group 2.423 -7,87 635 -6,49
2026-05-18 13F Claris Financial LLC 5.233 8,43 1.371 10,13
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-05 13F Smith, Moore & Co. 11.236 -0,07 2.943 1,48
2026-02-03 13F Alpha Cubed Investments, LLC 15.607 8,72 4.026 10,27
2026-04-27 13F Sharp Financial Services, LLC 113.964 7.569,18 29.849 7.693,47
2026-04-21 13F Chapin Davis, Inc. 2.112 -7,65 553 -6,28
2026-05-15 13F Rehmann Capital Advisory Group 30.536 -0,72 7.998 0,81
2026-04-08 13F Warner Financial, Inc 18.059 1,13 4.730 118.150,00
2026-04-30 13F BRYN MAWR TRUST Co 10.862 -3,83 2.845 -2,37
2026-05-04 13F Rodgers & Associates, LTD 2.526 -26,27 662 -25,14
2026-04-24 13F Newton One Investments LLC 21.005 -0,02 5.502 1,51
2026-04-24 13F Means Investment Co., Inc. 1.502 0,13 393 1,81
2026-05-05 13F Covestor Ltd 1.704 3,65 0
2026-04-13 13F Arcadia Investment Advisors Llc 28.042 2,83 7.345 4,41
2026-04-28 13F Stephens Inc /ar/ 100.683 -0,81 26.371 0,71
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 25.834 30,86 6.766 32,88
2026-05-11 13F Blue Bell Private Wealth Management, Llc 4.617 -0,67 1.209 0,92
2026-05-07 13F Vision Retirement, LLC 173 46,61 45 50,00
2026-05-05 13F HighTower Advisors, LLC 958.835 0,80 251.153 2,36
2026-05-13 13F RiverGlades Family Offices LLC 18.302 1,98 4.794 5,04
2026-04-29 13F Capital Planning LLC 41.738 -7,26 10.932 -7,12
2026-04-21 13F Pflug Koory, LLC 1.214 59,74 318 61,73
2026-04-16 13F Petredis Investment Advisors Llc 39.215 -0,55 10.271 0,98
2026-05-12 13F Financial Network Wealth Management LLC 1.471 -5,46 0
2026-04-10 13F YHB Investment Advisors, Inc. 822 -12,27 215 -10,79
2026-04-21 13F Piedmont Capital Management, LLC/NC 3.900 0,00 1.021 1,49
2026-05-01 13F Lincoln Capital LLC 4.365 -0,09 1.141 1,24
2026-05-11 13F Blueprint Financial Advisors LLC 13.973 0,40 3.660 1,95
2026-05-15 13F Janus Henderson Group Plc 145.876 -51,38 38.208 -50,64
2026-04-09 13F Kwmg, Llc 1.614 0,94 423 2,43
2026-04-15 13F Elevatus Welath Management 3.122 -18,68 818 -17,47
2026-04-23 13F Interchange Capital Partners, LLC 1.777 12,54 400 -1,97
2026-04-29 13F Mycio Wealth Partners, Llc 14.217 0,19 3.724 1,72
2026-04-27 13F Truist Financial Corp 434.428 4,98 113.785 6,59
2026-04-29 13F Rocky Mountain Advisers, Llc 240 0,00 63 1,64
2026-04-28 13F Farnam Financial LLC 12.256 0,46 3.210 2,03
2026-04-10 13F Stillwater Capital Advisors, LLC 4.250 0,00 1.113 1,55
2026-04-21 13F Cambient Family Office, Llc 71 0,00 19 0,00
2026-04-29 13F CFS Investment Advisory Services, LLC 2.357 -1,83 671 8,24
2026-05-19 13F Financial Insights, Inc. 21.110 -3,59 5.529 -2,11
2026-05-04 13F Barrett & Company, Inc. 17.362 -0,74 4.548 0,80
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 291 0,00 76 1,33
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 1.816 0,06 476 1,50
2026-04-27 13F ATLas Financial Planning LLC 4.547 0,31 1.191 1,88
2026-05-12 13F Culbertson A N & Co Inc 39.650 0,06 10.385 1,60
2026-05-14 13F Mill Creek Capital Advisors, LLC 23.056 0,10 6.039 1,63
2026-02-17 13F Main Street Financial Solutions, LLC 8.299 -7,17 2.141 -5,85
2026-05-05 13F Putnam Fl Investment Management Co 7.076 1,06 1.853 2,60
2026-04-20 13F Courier Capital Llc 18.137 1,73 4.750 3,31
2026-01-29 13F Warren Street Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Captrust Financial Advisors 2.832.448 7,12 741.807 8,76
2026-05-15 13F Laird Norton Trust Company, Llc 98.182 10,48 25.716 12,18
2026-04-02 13F Silverleafe Capital Partners, LLC 44.013 38,21 11.528 40,33
2026-04-22 13F Sterling Wealth Advisors Inc 3.151 -4,98 902 5,38
2026-04-27 13F Platform Technology Partners 2.338 3,96 612 5,52
2026-04-29 13F Skopos Labs, Inc. 2.994 51,14 784 51,64
2026-04-24 13F Canton Hathaway, LLC 150 0,00 39 2,63
2026-05-12 13F Pcg Asset Management, Llc 1.285 53,89 337 55,56
2026-04-20 13F Independent Wealth Network Inc. 1.973 517
2026-05-13 13F Crews Bank & Trust 369 0,00 97 1,05
2026-05-04 13F John A. Wolfe & Associates, Inc. 1.400 0,29 367 1,67
2026-04-15 13F Financial Management Professionals, Inc. 128.314 118.709,26 33.608 124.370,37
2026-04-27 13F Legacy Financial Group, Inc. 766 -6,36 201 -4,76
2026-05-07 13F CFG Wealth Management Services, Inc. 39 2,63 10 11,11
2026-05-14 13F Twin Focus Capital Partners, Llc 5.030 51,92 1.318 54,22
2026-05-14 13F Traynor Capital Management, Inc. 6.527 3,95 1.657 2,29
2026-04-30 13F Winch Advisory Services, LLC 127 0,00 33 3,13
2026-04-28 13F Westfuller Advisors, LLC 44 0,00 12 0,00
2026-05-08 13F TMB Capital Partners, LLC 1.541 0,00 404 1,51
2026-04-15 13F Perkins Coie Trust Co 665 0,00 174 1,75
2026-05-15 13F Goldman Sachs Group Inc 1.745.051 3,67 457.064 5,27
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 796 1,40 226 11,88
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 118.060 44,75 31.038 47,53
2026-04-29 13F Strid Group, LLC 1.508 79,52 395 82,87
2026-05-01 13F Merrithew & Thorsten Inc 4.194 0,00 1 0,00
2026-05-26 13F Ruggaard & Associates LLC 24.864 -1,38 6.512 0,14
2026-05-01 13F Sawgrass Asset Management Llc 7.640 -81,21 2.001 -80,92
2026-04-10 13F Armstrong Advisory Group, Inc 1.423 -2,40 373 -0,80
2026-04-15 13F Elser Financial Planning, Inc 8.026 -7,55 2.099 -6,30
2026-04-17 13F 55 North Private Wealth, LLC 2.061 0,24 540 1,70
2026-05-13 13F Goepper Burkhardt LLC 1.573 1,09 412 2,74
2026-04-13 13F Elm3 Financial Group, LLC 4.556 39,41 1.193 41,69
2026-05-04 13F Lincoln National Corp 284.318 -5,76 74.469 -4,31
2026-05-14 13F August Group Capital Ltd 1.501 0,40 393 2,08
2026-05-15 13F Family Management Corp 150 0,00 39 2,63
2026-05-15 13F Brown Advisory Inc 93.454 -2,98 24.477 -1,49
2026-04-16 13F Freedom Financial Partners LLC 4.524 -1,03 1.185 0,42
2026-04-13 13F Compass Ion Advisors, LLC 19.461 -0,44 5.097 1,09
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-04-13 13F Hm Payson & Co 1.697 -3,85 444 -2,42
2026-04-16 13F Upper Left Wealth Management, LLC 4.239 -6,90 1.110 -5,45
2026-01-13 13F Stephens Consulting, LLC 71.033 569,11 18.323 578,88
2026-05-15 13F Walsh & Associates, LLC 84 0,00 22 4,76
2026-02-12 13F CIBC Private Wealth Group, LLC 1.397.042 10,06 360.367 11,65
2026-04-06 13F GAMMA Investing LLC 3.454 -1,96 905 -0,44
2026-05-12 13F Alerus Financial Na 291 0,00 76 1,33
2026-05-14 13F Retiremitten Financial Llc 541 142
2026-05-12 13F Klingenstein Fields & Co Lp 844 221
2026-04-21 13F Colony Family Offices, LLC 27.902 -5,27 7.308 -3,80
2026-04-01 13F Burkett Financial Services, Llc 342 6,54 90 8,54
2026-04-28 13F Ti-trust, Inc 19.962 0,98 5.228 2,53
2026-04-29 13F Weitzel Financial Services, Inc. 1.641 0,00 432 0,70
2026-05-15 13F IHT Wealth Management, LLC 13.235 -0,34 3.467 1,17
2026-04-22 13F AJ Advisors, LLC 65.512 2,29 17.159 3,86
2026-05-12 13F Warwick Investment Management, Inc. 30.988 2,32 8.116 3,90
2026-04-08 13F Eclectic Associates Inc /adv 8.827 6,79 2.311 8,40
2026-05-05 13F CPA Asset Management LLC 4.117 0,00 1.078 1,60
2026-04-10 13F Magnus Financial Group LLC 15.700 -3,32 4.112 -1,81
2026-05-07 13F First National Trust Co 3.548 1,23 929 2,77
2026-05-13 13F Callan Family Office, LLC 7.786 0,17 2.039 1,70
2026-05-08 13F Stonebridge Financial Planning Group, LLC 2.729 1,30 715 2,88
2026-05-14 13F Hilltop Holdings Inc. 6.019 -13,63 1.576 -12,30
2026-05-15 13F Nikulski Financial, Inc. 1.402 -25,19 367 -24,02
2026-05-27 13F/A Maripau Wealth Management Llc 14.144 5,11 3.705 6,84
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 3.643 1,14 954 2,69
2026-05-13 13F Sepio Capital, LP 2.410 0,33 631 1,94
2026-04-15 13F Single Point Partners, LLC 39.227 -0,15 10.274 1,39
2026-04-07 13F Plus Group Wealth Advisors LLC 29.339 1,95 7.684 3,52
2026-04-24 13F 4Thought Financial Group Inc. 4.238 34,37 1.110 36,41
2026-01-22 13F O'Brien Wealth Partners LLC 1.291 333
2026-04-17 13F Defined Wealth Management, Llc 5.386 0,96 1.411 2,47
2026-05-04 13F Gratus Wealth Advisors, LLC 0 -100,00 0
2026-04-30 13F Relyea Zuckerberg Hanson LLC 1.783 0,06 467 1,74
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-05-11 13F Great Valley Advisor Group, Inc. 69.566 -3,49 18.221 -2,01
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-02-09 13F Employees Retirement System of Texas 0 -100,00 0
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-13 13F Wolff Wiese Magana Llc 32 0,00 8 0,00
2026-05-11 13F Beacon Capital Management, LLC 1.509 2,58 395 4,22
2026-04-22 13F Penney Financial, LLC 24.416 -0,95 6.395 0,58
2026-05-11 13F Glaxis Capital Management, LLC 2.497 0,00 654 1,55
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 673.535 -12,05 176.412 -10,70
2026-05-06 13F Elyxium Wealth, LLC 3.137 0,26 822 1,73
2026-05-06 13F Ascent Wealth Partners, LLC 53.150 13.921
2026-05-04 13F WP Advisors, LLC 120.390 -2,19 31.532 -0,69
2026-05-14 13F Synergy Financial Group, LTD 1.696 -20,86 444 -19,57
2026-05-15 13F Evelyn Partners Investment Management LLP 160 0,00 42 0,00
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 54 0,00 14 7,69
2026-05-06 13F Morling Financial Advisors, LLC 485 0,00 127 1,60
2026-05-07 13F Arsenal Capital Advisors LLC 851 223
2026-05-13 13F O'shaughnessy Asset Management, Llc 73.594 7,08 19.276 8,73
2026-05-21 13F Verus Capital Partners, Llc 6.761 -8,61 1.771 -7,23
2026-04-24 13F Keb Asset Management, Llc 2.185 -6,38 572 -4,83
2026-04-09 13F TruWealth Advisors, LLC 1.505 0,07 394 1,55
2026-04-15 13F Mogy Joel R Investment Counsel Inc 400 0,00 105 0,97
2026-04-07 13F Blueline Advisors Llc 307 0,00 80 1,27
2026-05-04 13F Guardsman Private Capital Management, Inc. 5.130 -22,50 1.344 -21,32
2026-05-15 13F RMB Capital Management, LLC 2.814 -18,15 737 -16,82
2026-05-13 13F Lloyd Advisory Services, LLC. 114 16,33 30 16,00
2026-05-06 13F 71 West Capital Partners 4.074 21,18 1.067 23,07
2026-04-08 13F Hummer Financial Advisory Services Inc 11.767 1,51 3.082 3,08
2026-05-01 13F Associated Banc-corp 133.084 12,71 34.857 14,44
2026-04-21 13F Meridian Financial, LLC 13.228 -3,06 3.465 -1,56
2026-04-07 13F Central Pacific Bank - Trust Division 57 15
2026-04-24 13F Squire Investment Management Company, LLC 14.448 16,16 3.784 17,96
2026-04-21 13F Refined Wealth Management 897 -93,67 235 -93,57
2026-05-15 13F Citadel Advisors Llc Put 7.100 -4,05 1.860 -2,57
2026-05-15 13F Citadel Advisors Llc Call 14.500 -29,61 3.798 -28,53
2026-04-13 13F True Wealth Design, LLC 882 231
2026-04-28 13F Ntv Asset Management Llc 2.268 0,00 594 1,54
2026-04-29 13F IAG Wealth Partners, LLC 1.477 0,54 387 2,12
2026-05-12 13F Colonial Trust Co / SC 7.113 21,97 1.863 23,87
2026-05-04 13F HBW Advisory Services LLC 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 395.662 -0,32 104 0,98
2026-05-05 13F Tortoise Investment Management, LLC 13.717 3,81 3.593 5,40
2026-05-15 13F Prosperitas Financial LLC 1.981 66,47 519 69,28
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-07 13F Retirement Wealth Solutions LLC 363 -0,27 95 2,15
2026-05-08 13F Evergreen Wealth Partners LLC 1.558 0,32 408 2,00
2026-04-09 13F Camelot Technology Advisors, Inc. 869 0,00 228 1,34
2026-04-27 13F Hunter Associates Investment Management Llc 7.397 0,58 2 0,00
2026-05-11 13F Chilton Capital Management Llc 41.763 14,19 10.939 15,95
2026-04-23 13F Premier Path Wealth Partners, LLC 0 -100,00 0 -100,00
2026-04-09 13F Secure Asset Management, LLC 6.078 67,53 1.592 70,16
2026-04-15 13F Activest Wealth Management 26 333,33 7 500,00
2026-05-06 13F Alteri Wealth LLC 1.364 -21,52 357 -20,31
2026-04-08 13F Canandaigua National Corp 46.569 12.197
2026-05-12 13F Tiaa Trust, National Association 51.243 -94,28 13.422 -94,20
2026-05-18 13F Graney & King, LLC 4.651 8,19 1.218 9,93
2026-05-05 13F Bank of New York Mellon Corp 1.940.971 11,85 508.379 13,58
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 28.393 -5,98 7.437 -4,53
2026-04-29 13F Compass Financial Group, INC/SD 6.349 -0,11 1.663 1,40
2026-01-23 13F Intelligence Driven Advisers, LLC 0 -100,00 0
2026-04-24 13F Bayban 260 0,00 68 1,49
2026-04-13 13F Cypress Point Wealth Management, LLC 8.500 0,00 2.226 1,55
2026-05-05 13F Steel Peak Wealth Management LLC 4.796 -1,92 1.256 -0,40
2026-05-14 13F Bernard Wealth Management Corp. 58 625,00 15 650,00
2026-05-04 13F Checchi Capital Advisers, LLC 14.962 -4,24 3.919 -2,78
2026-04-22 13F Spirepoint Private Client, Llc 3.257 34,31 853 36,48
2026-04-22 13F Ariston Services Group 0 -100,00 5.961 7,39
2026-05-12 13F Matters Capital Llc 1.570 411
2026-05-14 13F Beaird Harris Wealth Management, LLC 8.022 -2,19 2.101 -0,66
2026-04-27 13F Wbh Advisory Inc 89.261 -3,29 23.512 -1,25
2026-05-12 13F Disciplined Investments, LLC 3.950 -1,20 1.035 0,29
2026-05-11 13F Lcnb Corp 1.875 0,00 491 1,66
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-05-01 13F Bensler, LLC 1.537 37,35 403 39,58
2026-04-27 13F PFG Investments, LLC 8.776 5,59 2.299 7,23
2026-05-14 13F Bank of Marin 4.300 0,00 1.126 1,53
2026-05-14 13F 3 Factor Indexing, Llc 946 248
2026-05-15 13F Ameriflex Group, Inc. 2.091 9,76 548 11,41
2026-05-14 13F Ieq Capital, Llc 29.912 -3,97 7.835 -2,49
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 48.254 -39,45 12.639 -38,52
2026-05-11 13F F/M Investments LLC 911 239
2026-04-29 13F Waters Parkerson & Co., Llc 10.206 14,34 2.673 16,12
2026-04-10 13F Revolve Wealth Partners, LLC 7.895 -5,97 2.068 -4,53
2026-05-05 13F Fusion Family Wealth LLC 441.733 2,79 115.699 4,37
2026-05-15 13F Summit Financial, LLC 110.082 12,06 28.833 13,79
2026-05-15 13F Charles Schwab Investment Management Inc 1.783.785 -1,72 467.209 -0,21
2026-04-27 13F Mustard Seed Financial, LLC 5.740 6,30 1.503 7,97
2026-05-07 13F Rice Partnership, LLC 5 0,00 1 0,00
2026-05-13 13F GW&K Investment Management, LLC 6.599 -15,66 2 -50,00
2026-04-17 13F HHM Wealth Advisors, LLC 1.645 -16,28 431 -15,02
2026-05-01 13F Rossmore Private Capital 51.126 -2,25 13.391 -0,74
2026-04-10 13F Rede Wealth, LLC 1.978 5,05 518 6,80
2026-05-15 13F Headinvest, Llc 22.121 0,15 5.794 1,69
2026-05-01 13F Silver Oak Advisory Group, Inc. 1.784 0,06 0
2026-04-22 13F Matrix Asset Advisors Inc/ny 1.149 0,09 301 1,35
2026-05-20 13F Hobbs Group Advisors, LLC 972 255
2026-04-29 13F Frank, Rimerman Advisors LLC 15.882 -16,28 4.160 -15,00
2026-05-14 13F Venture Visionary Partners LLC 31.828 -1,35 8.337 -0,71
2026-02-18 13F Financial Advisory Service, Inc. 2.460 2,29 634 3,76
2026-04-15 13F Valley National Advisers Inc 1.643 -6,70 0
2026-04-20 13F LVW Advisors, LLC 1.389 2,81 364 4,31
2026-04-16 13F Ballast Rock Private Wealth LLC 2.983 20,19 781 22,03
2026-04-08 13F Melone Private Wealth, LLC 1.972 0,00 516 1,57
2026-04-08 13F RVW Wealth, LLC 851 0,00 223 1,37
2026-05-13 13F Cove Private Wealth, LLC 15.980 27,67 4.185 29,65
2026-04-20 13F Columbia Asset Management 16.871 19,94 4.419 21,78
2026-04-23 13F Bell Bank 1.728 -10,19 453 -8,87
2026-05-07 13F ESL Trust Services, LLC 201 0,00 53 1,96
2026-05-13 13F Geometric Wealth Advisors 3.938 2,63 1.031 4,25
2026-05-15 13F Cerity Partners LLC 863.565 12,04 227.055 14,19
2026-01-22 13F Systelligence, LLC 0 -100,00 0
2026-05-13 13F First Citizens Bank & Trust Co 9.360 -3,93 2.452 -2,47
2026-04-23 13F Arbor Wealth Advisors LLC 50.376 0,01 13.195 1,55
2026-01-08 13F NorthCrest Asset Manangement, LLC 0 -100,00 0
2026-04-09 13F Thrive Wealth Management, LLC 33.944 -1,08 8.891 0,44
2026-04-17 13F Kentucky Trust Co 36 0,00 9 0,00
2026-04-21 13F HCR Wealth Advisors 6.330 0,03 1.658 1,53
2026-04-27 13F Victory Financial Group, Llc 2.864 101,26 750 104,92
2026-04-14 13F Seven Mile Advisory 1.768 0,00 463 1,54
2026-04-21 13F Waterway Wealth Management, LLC 864 226
2026-04-17 13F Boston Private Wealth Llc 8.266 -17,55 2.165 -16,28
2026-05-19 13F Front Row Advisors LLC 2.055 0,00 538 1,51
2026-04-22 13F Mason & Associates, LLC 45.904 -1,79 12.023 -0,27
2026-04-21 13F Ground Swell Capital, LLC 0 -100,00 0
2026-04-27 13F Oxbow Advisors, LLC 4.484 0,00 1.174 1,56
2026-05-12 13F Oakmont Advisory Group, LLC 3.322 25,50 870 27,57
2026-04-22 13F Clear Creek Financial Management, LLC 8.750 40,34 2.292 42,48
2026-04-22 13F Tred Avon Family Wealth, Llc 6.724 -2,89 1.761 -1,40
2026-04-08 13F Accel Wealth Management 2.121 -18,92 555 -17,66
2026-05-15 13F Evergreen Wealth Solutions, LLC 4.046 1.060
2026-05-11 13F Sittner & Nelson, Llc 446 316,82 117 300,00
2026-05-13 13F/A Quadrant Capital Group Llc 6.145 16,56 1.609 18,40
2026-01-14 13F ORG Partners LLC 549 198,37 142 206,52
2026-04-20 13F Kestra Private Wealth Services, Llc 64.185 -0,62 16.811 0,91
2026-04-21 13F Nabity-Jensen Investment Management Inc 5.181 -0,40 1.357 1,19
2026-04-21 13F Pacific Sage Partners, LLC 1.548 -4,97 405 -3,57
2026-05-12 13F Kingsview Wealth Management, LLC 17.383 14,01 4.553 15,77
2026-05-01 13F Welch & Forbes Llc 10.666 -0,82 2.794 0,72
2026-05-05 13F Harmony Asset Management Llc 4.712 4,55 1.234 6,20
2026-02-17 13F Glenmede Trust Co Na 890.268 3,75 229.645 20,69
2026-05-11 13F WealthTrust Axiom LLC 1.475 0,00 386 1,58
2026-04-20 13F Clune & Associates, Ltd. 18.433 -6,98 4.828 -5,56
2026-04-30 13F Titleist Asset Management, Llc 35.076 12,66 9.187 14,41
2026-04-21 13F Pallas Capital Advisors LLC 5.710 189,99 1.496 194,87
2026-05-04 13F MEMBERS Trust Co 2.614 -1,13 685 0,29
2026-05-07 13F Santori & Peters, Inc. 1.250 -0,71 327 0,93
2026-05-13 13F Alliance Private Wealth, LLC 771 -15,27 202 -18,62
2026-05-12 13F Stokes Family Office, LLC 1.145 6,81 300 8,33
2026-05-14 13F Empower Advisory Group, LLC 32.778 -15,92 8.585 -14,62
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 502 0,20 131 1,55
2026-05-11 13F HBK Sorce Advisory LLC 1.492 1,70 430 5,67
2026-04-27 13F Denver Wealth Management, Inc. 1.293 339
2026-04-09 13F Park Place Capital Corp 8 2
2026-04-09 13F Key Client Fiduciary Advisors, LLC 798 209
2026-05-15 13F Squarepoint Ops LLC 1.070 280
2026-05-15 13F Mission Wealth Management, Lp 1.125.152 0,13 294.700 1,67
2026-02-18 13F Veratis Advisors, Inc. 1.537 424
2026-04-13 13F Shira Ridge Wealth Management 801 1,26 210 2,96
2026-05-06 13F Heartland Advisors Inc 371 -51,88 97 -51,01
2026-05-04 13F New Wave Wealth Advisors Llc 3.222 4,51 844 6,04
2026-05-14 13F Financial Advisors Network, Inc. 3.536 -27,95 926 -26,86
2026-05-01 13F American Trust 188.242 1,54 49.304 3,10
2026-05-06 13F Heritage Wealth Management, Inc./Texas 814 0,00 213 1,91
2026-04-29 13F Brighton Securities Corp. 10.069 4,06 2.637 5,69
2026-05-15 13F Silvercrest Asset Management Group Llc 7.464 16,19 1.955 17,92
2026-05-07 13F Avidian Wealth Solutions, LLC 2.997 7,15 785 8,74
2026-04-09 13F Diversified Management Inc 2.865 0,14 750 1,63
2026-04-21 13F Merkkuri Wealth Advisors LLC 10 3
2026-05-11 13F Empirical Asset Management, LLC 2.933 0,10 211 1,94
2026-05-13 13F Gibbs Wealth Management 974 255
2026-05-06 13F MTM Investment Management, LLC 32 0,00 8 0,00
2026-05-11 13F Pecaut & Co. 3.345 -1,91 876 -0,34
2026-05-15 13F United Capital Financial Advisers, Llc 117.447 -1,11 30.749 0,37
2026-05-08 13F Smithfield Trust Co 258.672 1,67 68 3,08
2026-04-23 13F Global Trust Asset Management, LLC 85 -67,92 22 -67,65
2026-05-15 13F Beacon Pointe Advisors, LLC 160.136 9,31 41.943 10,99
2026-05-07 13F First Command Advisory Services, Inc. 195.207 -2,21 51.128 -0,70
2026-04-27 13F Capital Advisors Inc/ok 50.262 -1,20 13.165 0,31
2026-05-12 13F Stephenson & Company, Inc. 859 0,00 225 1,36
2026-04-20 13F First American Bank 9.994 22,54 2.618 24,44
2026-04-21 13F Mayport, Llc 16.539 3,46 4.332 5,04
2026-04-28 13F Cordoba Advisory Partners LLC 17.601 3,27 4.626 4,90
2026-04-16 13F BridgePort Financial Solutions, LLC 18.515 4,16 4.849 5,78
2026-05-07 13F Jefferies Financial Group Inc. 1.576 413
2026-05-11 13F McCartney Wealth Management LLC 919 0,22 241 1,69
2026-04-10 13F GEM Asset Management, LLC 3.845 -3,44 1.007 -5,45
2026-04-21 13F Old National Bancorp /in/ 1.435 0,00 376 1,35
2026-04-28 13F Appleton Partners Inc/ma 2.095 -0,80 1
2026-04-30 13F Selective Wealth Management, Inc. 1.529 23,61 427 24,93
2026-05-14 13F Morse Asset Management, Inc 3 0,00 1
2026-05-14 13F Rockefeller Capital Management L.P. 459.424 3,72 120.333 5,32
2026-05-13 13F Protective Life Corp 492 129
2026-05-15 13F Wick Capital Partners, LLC 12.134 -2,07 3.178 -0,56
2026-05-07 13F MidAtlantic Capital Management, Inc. 8.069 0,79 2.113 2,32
2026-05-04 13F Brookwood Investment Group LLC 11.278 -0,55 2.954 0,96
2026-04-22 13F Youngs Advisory Group, Inc. 847 -2,31 222 -0,90
2026-05-06 13F Advisortrust Partners, Llc 53 14
2026-05-06 13F Gray Private Wealth, LLC 6.533 -0,97 1.711 0,59
2026-05-04 13F Objective Capital Management, LLC 12.737 0,02 3.336 1,52
2026-01-28 13F Schmidt P J Investment Management Inc 0 -100,00 0
2026-04-20 13F City State Bank 10.406 4,98 2.726 6,61
2026-04-14 13F Vestia Personal Wealth Advisors 1.881 0,64 493 -4,84
2026-04-21 13F Highland Financial Advisors, LLC 804 211
2026-04-30 13F KLCM Advisors, Inc. 1.836 0,00 481 1,48
2026-05-07 13F Grandfield & Dodd, Llc 2.599 0,00 681 1,49
2026-05-13 13F Freestone Capital Holdings, LLC 21.087 10,16 5.523 11,87
2026-05-12 13F CBIZ Investment Advisory Services, LLC 476.205 259,48 124.728 265,02
2026-05-15 13F Michelson Medical Research Foundation, Inc. 11.010 0,00 2.884 1,51
2026-06-01 13F Flagship Wealth Advisors, Llc 4.099 -8,55 971 -16,00
2026-04-23 13F NewCorp Financial Services, Inc. 23.623 2,10 6.187 3,67
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-05-12 13F Reyes Financial Architecture, Inc. 839 -1,41 220 0,00
2026-05-11 13F Brooklyn FI, LLC 40.246 3,21 10.541 4,80
2026-05-11 13F BankPlus Trust Department 14 0,00 4 0,00
2026-05-01 13F Gables Capital Management Inc. 424 0,00 111 1,83
2026-05-13 13F Measured Wealth Private Client Group, LLC 176 0,00 46 2,22
2026-02-04 13F First Foundation Advisors 0 -100,00 0
2026-05-15 13F Van Den Berg Management I, Inc 5 0,00 1 0,00
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 163.687 3,40 42.873 4,99
2026-05-13 13F Cetera Investment Advisers 1.230.968 5,36 322.415 6,99
2026-05-15 13F Larson Financial Group LLC 14.073 -13,74 3.686 -12,43
2026-05-14 13F Ballentine Partners, LLC 52.702 11,89 13.804 13,61
2026-04-27 13F GDS Wealth Management 1.471 26,48 385 28,76
2026-05-08 13F Matisse Capital 928 0,00 243 1,67
2026-04-08 13F Asempa Wealth Advisors 5.169 0,27 1.361 2,41
2026-04-17 13F Andina Capital Management, LLC 903 -34,57 237 -33,52
2026-05-14 13F Retirement Capital Strategies 907 0,00 238 1,72
2026-04-23 13F Etesian Wealth Advisors, Inc. 1.542 -5,80 404 -4,50
2026-05-14 13F Vivaldi Capital Management, LLC 8.155 -0,84 2.136 0,66
2026-04-22 13F Paul Damon & Associates, Inc. 14.649 17,36 3.837 19,17
2026-04-21 13F RCS Financial Planning, LLC 2.137 11,19 560 12,93
2026-04-17 13F Legacy Wealth Partners, LLC 39.004 4,25 10.216 5,87
2026-04-22 13F Financial Futures Ltd Liability Co. 38.056 4,96 9.968 6,58
2026-04-21 13F Bennett Selby Investments Lp 792 0,38 207 1,97
2026-02-13 13F Maia Wealth LLC 0 -100,00 0
2026-05-06 13F Heartland Bank & Trust Co 783 205
2026-05-15 13F Imprint Wealth LLC 1 0,00 0
2026-05-08 13F Evolution Wealth Advisors, LLC 36.847 1,72 9.651 3,29
2026-04-28 13F Integrated Advisors Network LLC 21.856 3,35 5.725 4,95
2026-05-06 13F Astra Wealth Partners LLC 2.660 27,33 697 29,37
2026-04-23 13F Intrua Financial, LLC 4.498 -19,65 1.178 -18,42
2026-04-29 13F Nicholas Hoffman & Company, LLC. 754.676 0,89 197.665 2,45
2026-04-14 13F Southland Equity Partners LLC 3.376 2,93 884 4,49
2026-05-08 13F Gen-Wealth Partners Inc 2.253 0,00 590 1,55
2026-05-14 13F Advisory Alpha, LLC 2.421 6,00 634 7,64
2026-04-23 13F American National Bank 154 0,00 40 2,56
2026-04-30 13F Yukon Wealth Management, Inc. 862 0,00 226 -3,85
2026-04-23 13F Vista Investment Partners Ii, Llc 3.522 30,88 922 32,85
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-15 13F Howard Capital Management Group, LLC 110.269 3,24 28.882 4,83
2026-05-13 13F Hirtle Callaghan & Co LLC 3.274 -11,59 858 -10,26
2026-04-24 13F Twin City Private Wealth, Llc 860 7,63 225 9,22
2026-02-10 13F Principia Wealth Advisory, LLC 0 -100,00 0
2026-04-24 13F Heritage Investors Management Corp 142.972 -0,73 37 0,00
2026-05-06 13F ProVise Management Group, LLC 1.275 0,00 334 1,52
2026-04-03 13F Waller Financial Planning Group, Inc 31.457 -4,54 8.239 -3,06
2026-04-10 13F PFW Advisors LLC 1.714 0,00 449 1,36
2026-05-11 13F Atlas Capital Advisors Llc 3.620 -1,25 948 0,32
2026-04-22 13F Caldwell Trust Co 3.440 -0,38 901 1,24
2026-04-22 13F Smallwood Wealth Investment Management, LLC 465 0,00 122 1,68
2026-04-20 13F First PREMIER Bank 28.009 5,31 7 16,67
2026-04-14 13F American State Bank (Iowa) 1.024 11,18 268 13,08
2026-05-13 13F Ingalls & Snyder Llc 816 0
2026-05-08 13F Vontobel Holding Ltd. 9.735 -5,39 2.550 -3,96
2026-05-13 13F S&t Bank/pa 3.383 -45,78 886 -44,93
2026-05-07 13F Liberty Square Wealth Partners Llc 15.061 -8,81 3.945 -7,42
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 8.949 -3,19 2.344 -1,72
2026-04-10 13F Cooke Wealth Management, LLC 18.520 2,77 4.851 -1,44
2026-05-28 13F Lavelle Capital Lp 6.451 0,08 1.690 1,62
2026-05-08 13F Bokf, Na 42.356 19,30 11.094 21,13
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 11.884 -1,86 3.113 -0,35
2026-05-07 13F Principle Wealth Partners Llc 9.637 -0,37 2.524 1,16
2026-05-13 13F Owl Creek Wealth Partners LLC 13.998 3.666
2026-04-13 13F GoalVest Advisory LLC 2 0,00 1
2026-04-16 13F Stanley-Laman Group, Ltd. 2.036 533
2026-05-08 13F HORAN Wealth, LLC 3.624 103,82 935 104,15
2026-05-11 13F Aptus Capital Advisors, LLC 21.756 -8,36 5.698 -6,94
2026-05-06 13F Gryphon Financial Partners LLC 7.626 3,54 1.997 5,16
2026-05-12 13F Stifel Financial Corp 1.173.969 -0,48 307.491 1,05
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 41.025 -5,70 10.745 -4,25
2026-04-29 13F TriaGen Wealth Management LLC 37.101 0,26 9.718 1,80
2026-04-20 13F Eagle Strategies LLC 2.632 1,46 689 2,99
2026-04-08 13F KWB Wealth 1.267 0,00 327 0,00
2026-05-26 13F Serenity Investment Advisors 731 -11,29 211 -4,52
2026-05-08 13F Millington Financial Advisors, LLC 3.937 -0,13 1.116 2,10
2026-05-13 13F Scotia Capital Inc. 9.779 -12,54 2.561 -11,17
2026-04-17 13F Tectonic Advisors Llc 78.264 -1,38 20.499 0,14
2026-04-20 13F Tower View Investment Management & Research LLC 157 0,64 41 2,50
2026-04-17 13F Certified Advisory Corp 24.656 3,91 6.458 5,51
2026-04-21 13F Armbruster Capital Management, Inc. 4.249 0,59 1.113 2,11
2026-05-08 13F Buck Wealth Strategies, LLC 1.627 -24,08 426 -22,83
2026-05-11 13F Per Stirling Capital Management, LLC. 1.801 25,24 472 27,30
2026-05-12 13F Circle Wealth Management, LLC 117.586 34,25 30.798 36,32
2026-05-14 13F Betterment LLC 230.828 0,70 60 1,69
2026-04-28 13F Hoey Investments, Inc 13 0,00 3 0,00
2026-04-06 13F WASHINGTON TRUST Co 19.345 -0,10 5.067 1,44
2026-05-05 13F Aventura Private Wealth, LLC 107 0,00 28 3,70
2026-04-16 13F Evolve Private Wealth, Llc 1.304 -39,09 342 -38,22
2026-04-23 13F McMillan Office, Inc. 1.865 0,00 488 1,46
2026-04-10 13F Field & Main Bank 36.399 0,18 9.534 1,72
2026-04-16 13F Phillips Financial Management, Llc 11.816 -1,88 3.095 -0,39
2026-04-21 13F Sims Investment Management, Llc 1.036 0,29 271 1,88
2026-04-27 13F FF Advisors,LLC 2.284 -29,31 647 -22,45
2026-05-05 13F Sanctuary Advisors, LLC 165.610 0,43 43.377 1,97
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-13 13F Mariner, LLC 2.215.685 12,70 580.325 14,43
2026-05-05 13F GuidedMoney, LLC 5.731 0,46 1.501 2,04
2026-04-21 13F First United Bank Trust/ 23.257 42,31 6.091 44,51
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-05-04 13F Envestnet Asset Management Inc 3.535.022 8,94 925.893 10,62
2026-05-12 13F Thoroughbred Financial Services, Llc 16.680 1,12 4 0,00
2026-04-17 13F Fifth Third Wealth Advisors LLC 24.985 0,97 6.544 2,54
2026-04-20 13F Strong Retirement Solutions LLC 866 227
2026-04-20 13F Penobscot Wealth Management 2.334 1,48 611 3,04
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-04-16 13F Brookstone Capital Management 122.115 4,67 31.984 6,28
2026-04-24 13F Keybank National Association/oh 15.731 -2,48 4.120 -0,96
2026-05-12 13F Tower Bridge Advisors 7.683 2.012
2026-04-22 13F Beacon Financial Planning, Inc 35.091 25,82 9.191 27,78
2026-04-22 13F Churchill Financial Advisors, LLC 2.396 1,40 628 2,96
2026-05-05 13F Signet Financial Management, Llc 1.336 -0,30 350 1,16
2026-05-12 13F Bbr Partners, Llc 1.369 -69,74 359 -69,32
2026-04-13 13F Cyndeo Wealth Partners, LLC 96.958 4,68 25.395 6,30
2026-05-01 13F MY Wealth Management Inc. 17.081 0,17 3.788 -13,89
2026-05-13 13F Monograph Wealth Advisors, Llc 786 0,00 206 1,49
2026-04-23 13F Accurate Wealth Management, LLC 764 208
2026-05-04 13F Camden National Bank 2.621 -1,32 686 0,15
2026-04-16 13F Davis Capital Management 40 0,00 10 0,00
2026-04-09 13F TrueWealth Advisors, LLC 1.369 -0,44 359 1,13
2026-05-21 13F Vestor Capital, Llc 838 147,93 0
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 82 0,00 21 0,00
2026-05-13 13F Acumen Wealth Advisors, LLC 0 -100,00 0
2026-04-02 13F Hilltop National Bank 204 -1,92 53 0,00
2026-04-27 13F Meramec Financial Planners, LLC 17.555 -10,65 5.024 -7,82
2026-04-24 13F My Purposeful Wealth Corp. 2.116 13,52 554 15,42
2026-04-30 13F Verdence Capital Advisors LLC 4.683 25,65 1.227 27,58
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 26.726 -13,30 7.001 -11,96
2026-04-13 13F Stockman Wealth Management, Inc. 4.454 -1,00 1.167 0,52
2026-04-21 13F Columbus Macro, LLC 10.055 -0,13 2.634 1,39
2026-04-24 13F Stock Yards Bank & Trust Co 10.356 1,01 2.712 2,57
2026-05-12 13F Waterloo Capital, L.P. 3.232 -0,46 847 1,08
2026-04-13 13F Amplius Wealth Advisors, LLC 2.916 0,24 764 1,73
2026-05-07 13F Pacific Sun Financial Corp 6.494 0,25 1.701 1,74
2026-04-23 13F Ellenbecker Investment Group 207.305 2,83 54.297 4,41
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 1.754 33,79 459 35,80
2026-04-20 13F Fairvoy Private Wealth, LLC 0 -100,00 0
2026-05-13 13F Visionary Wealth Advisors 35.793 -0,47 9.375 1,06
2026-05-04 13F Savant Capital, LLC 98.074 -17,96 25.688 -16,70
2026-04-13 13F Lake Street Financial Llc 6.976 2,27 1.827 3,87
2026-05-13 13F Douglass Winthrop Advisors, LLC 1.761 -24,81 461 -23,68
2026-05-18 13F Wilson & Boucher Capital Management, LLC 19.397 0,13 5.081 1,66
2026-04-15 13F Parsons Capital Management Inc/ri 10.123 4,88 2.651 6,51
2026-05-15 13F TRUE Private Wealth Advisors 1.001 262
2026-05-07 13F Grandview Asset Management LLC 13.901 -4,23 3.646 -2,62
2026-04-20 13F YANKCOM Partnership 152 0,00 40 0,00
2026-03-31 13F Sankala Group LLC 377 0,00 98 -6,73
2026-02-06 13F New Millennium Group LLC 44 0,00 11 0,00
2026-04-16 13F Envision Financial LLC 12.056 -0,96 3.158 0,57
2026-05-19 13F McIlrath & Eck, LLC 72.618 4,40 19.020 6,01
2026-05-12 13F Liberty Wealth Management Llc 4.642 -8,02 1.234 -5,23
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 11.196 1,14 2.933 2,70
2026-04-28 13F Cohen Investment Advisors LLC 4.852 8,45 1.271 10,05
2026-05-11 13F Optimist Retirement Group LLC 15.777 -6,23 4.132 -4,79
2026-04-24 13F Medallion Wealth Advisors, LLC 4.828 -0,54 1.265 0,96
2026-04-29 13F First Interstate Bank 4.757 1,28 1.246 2,81
2026-05-14 13F Atomi Financial Group, Inc. 137.137 -11,44 35.919 -10,07
2026-05-05 13F Gilbert & Cook, Inc. 1.218 0,00 319 1,59
2026-05-01 13F International Assets Investment Management, Llc 1.766 -1,23 465 0,87
2026-04-13 13F Enclave Advisors LLC 785 0,38 205 1,99
2026-05-14 13F Vident Advisory, LLC 2.079 9,31 545 11,02
2026-04-23 13F Tarbox Family Office, Inc. 5.906 -18,11 1.547 -16,88
2026-05-15 13F Integrated Wealth Concepts LLC 112.000 52,46 29.335 54,81
2026-05-01 13F Granite Bay Wealth Management, LLC 1.942 54,86 509 57,28
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 76.985 -2,62 20.164 -1,13
2026-04-09 13F Noble Family Wealth, LLC 82.179 4,13 21.524 5,73
2026-04-09 13F Baron Financial Group, LLC 11.550 2,47 3.025 4,06
2026-04-16 13F Smith Thornton Advisors LLC 1.236 -3,13 324 -1,82
2026-04-28 13F Whittier Trust Co 46.416 -2,88 12.324 -4,29
2026-05-08 13F United Financial Planning Group LLC 7.456 -3,91 1.953 -2,45
2026-04-24 13F Brown Financial Advisory 141.352 13,99 37.023 15,74
2026-05-04 13F Greenspring Advisors, LLC 1.514 2,64 397 4,21
2026-04-17 13F United Advisor Group, LLC 2.001 -1,48 524 0,19
2026-05-13 13F Archetype Wealth Partners 29.345 -1,05 8 0,00
2026-04-30 13F Teacher Retirement System Of Texas 567.165 0,00 148.552 1,54
2026-05-15 13F Flow Traders U.s. Llc 7.199 -58,73 2 -75,00
2026-05-06 13F Bessemer Group Inc 91.139 -3,21 24 -4,17
2026-05-14 13F Frederick Financial Consultants, LLC 802 210
2026-05-14 13F Gamco Investors, Inc. Et Al 33.330 29,12 8.730 31,11
2026-04-17 13F Union Savings Bank 32 0,00 8 0,00
2026-05-15 13F/A Spears Abacus Advisors LLC 3.429 14,91 898 16,78
2026-04-21 13F J2 Capital Management Inc 2.980 5,79 781 7,44
2026-04-17 13F Atlas Brown,Inc. 2.057 78,87 539 81,76
2026-05-11 13F Ashton Thomas Private Wealth, LLC 49.679 2,70 13.012 4,28
2026-04-14 13F Gibson Wealth Advisors LLC 11.523 -0,33 3.018 1,21
2026-06-02 13F Blue Edge Capital, LLC 1.038 -0,86 272 0,37
2026-04-29 13F Cary Street Partner Investment Advisory Llc 10.314 21,44 2.702 23,33
2026-05-06 13F WealthTrust Asset Management, LLC 5.307 -0,64 1.390 0,94
2026-05-12 13F Dogwood Wealth Management LLC 5.863 0,00 1.536 1,52
2026-05-11 13F Legacy Edge Advisors, LLC 9.939 1,74 2.603 3,33
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 407 0,00 107 0,95
2026-04-14 13F Flower City Capital 1.308 -0,76 343 0,59
2026-01-20 13F Maryland Capital Advisors Inc. 7.326 -2,71 1.890 -1,31
2026-05-08 13F Truepoint, Inc. 2.592 0,70 679 2,26
2026-04-22 13F SC&H Financial Advisors, Inc. 4.874 0,14 1.276 1,67
2026-05-01 13F Monetary Solutions, Ltd 818 -3,20 214 -1,38
2026-05-15 13F National Bank Of Canada /fi/ 3.777 -10,94 989 -9,61
2026-04-16 13F Thompson Davis & Co., Inc. 2.607 0,00 683 1,49
2026-05-08 13F Vanguard Global Advisers, LLC 555.448 145.483
2026-04-23 13F Brown Miller Wealth Management, LLC 1.800 0,00 471 1,51
2026-05-07 13F Harbor Advisory Corp /ma/ 33.449 -24,15 8.761 -22,98
2026-05-11 13F Sage Mountain Advisors LLC 44.011 -14,23 11.527 -12,91
2026-05-14 13F Financial Network Wealth Advisors LLC 12 -91,49 3 -91,67
2026-05-06 13F Vista Capital Partners, Inc. 260.102 -1,13 68.126 0,39
2026-04-24 13F Clarity Wealth Advisors, LLC 55.103 7,14 14.433 8,79
2026-04-28 13F Golden State Equity Partners 4.515 1.183
2026-05-01 13F Thrivent Financial For Lutherans 430.929 -1,42 113 -0,88
2026-05-08 13F Mystic Asset Management, Inc. 16.380 -2,18 4.290 -0,67
2026-04-16 13F Capital Investment Advisors, LLC 10.339 5,64 2.708 7,29
2026-04-15 13F Sightline Wealth Advisors, LLC 6.951 3,07 1.821 4,66
2026-05-15 13F Evercore Wealth Management, LLC 22.721 -0,01 5.951 1,54
2026-04-21 13F Strategic Equity Management 11.265 -5,88 2.951 -4,44
2026-05-01 13F/A Lodestone Wealth Management LLC 1.945 0,05 509 1,60
2026-04-08 13F Cambridge Financial Group, LLC 2.191 -32,15 574 -29,61
2026-05-07 13F Wulff, Hansen & Co. 1.225 0,00 321 1,59
2026-04-14 13F FC Advisory LLC 3.797 2,12 994 3,65
2026-05-01 13F DMKC Advisory Services, LLC 6.637 7,99 1.738 9,65
2026-05-08 13F SYM FINANCIAL Corp 547 -37,05 143 -36,16
2026-04-13 13F Highland Capital Management, Llc 14.332 0,94 3.754 2,48
2026-05-01 13F Mutual Advisors, LLC 30.620 -13,40 8.020 -12,08
2026-04-30 13F Conning Inc. 9.084 0,00 2.379 1,54
2026-04-27 13F Northeast Planning Associates, Inc. / Nh / 810 0,00 212 1,92
2026-05-07 13F MONECO Advisors, LLC 8.673 -6,21 2.272 -4,78
2026-04-21 13F Buttonwood Financial Advisors Inc. 1.014 -8,57 266 -7,34
2026-05-11 13F Sargent Investment Group, LLC 4.651 0,00 1.218 1,58
2026-02-17 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-15 13F Cypress Financial Planning Llc 1.548 -15,50 405 -14,92
2026-05-18 13F Strategic Investment Advisors / MI 75.521 5,10 19.785 6,72
2026-05-11 13F Evermay Wealth Management Llc 12.123 -4,04 3.175 -2,55
2026-05-14 13F Wealth Alliance 15.909 -9,30 4.167 -7,91
2026-04-23 13F Caliber Wealth Management, LLC / KS 1.172 -35,89 307 -35,03
2026-04-28 13F Robertson Stephens Wealth Management, LLC 16.728 -1,89 4.381 -0,39
2026-05-13 13F ETF Portfolio Partners, Inc. 56.971 1,69 14.922 3,25
2026-04-13 13F Mather Group, Llc. 16.891 2,09 4.424 3,66
2026-05-14 13F Cwm, Llc 106.060 -6,49 27.779 95.689,66
2026-04-15 13F Verum Partners LLC 34.990 -2,00 9.165 -0,49
2026-05-05 13F Fisher Asset Management, LLC 4.281 16,21 1.121 18,00
2026-05-19 13F Silicon Valley Capital Partners 750 0,40 196 2,08
2026-04-21 13F Encompass Wealth Advisors, Llc 10.789 0,37 2.826 1,91
2026-05-13 13F Sit Investment Associates Inc 1.154 0,00 0
2026-05-15 13F Transamerica Financial Advisors, Inc. 2.054 65,25 538 68,13
2026-04-20 13F Davis Investment Partners, LLC 1.148 0,26 301 0,33
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 215 0,47 56 1,82
2026-05-14 13F Dynasty Wealth Management, Llc 1.272 -9,47 333 -8,01
2026-04-03 13F Global Wealth Strategies & Associates 1.663 341,11 436 348,45
2026-04-23 13F Ironwood Wealth Management, LLC. 363 0,00 95 2,15
2026-05-14 13F Northern Trust Corp 132.857 1,50 34.798 3,07
2026-05-08 13F M1 Capital Management LLC 945 0,00 247 1,65
2026-04-16 13F Westmount Partners, LLC 2.836 -8,87 743 -7,48
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-04 13F WJ Financial Advisors LLC 2.726 2,60 714 4,09
2026-04-30 13F Shakespeare Wealth Management, Inc. 1.169 0,00 306 1,66
2026-04-14 13F SNS Financial Group, LLC 1.064 279
2026-05-13 13F Drake & Associates, LLC 785 -54,20 206 -53,62
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.604 -85,90 420 -85,83
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-05-18 13F Ashton Thomas Securities, Llc 2.939 -0,54 770 0,92
2026-05-07 13F Florida Financial Advisors, Llc 2.046 15,59 536 17,32
2026-05-12 13F Rsm Us Wealth Management Llc 204.738 11,27 53.625 11,89
2026-04-06 13F Private Client Services, Llc 23.997 11,27 6.285 12,98
2026-04-07 13F Farmers Trust Co 1.092 0,00 286 1,78
2026-02-06 13F Global Retirement Partners, LLC 32.189 -4,99 8.303 -3,61
2026-04-15 13F Alhambra Investment Partners LLC 838 -6,79 219 -5,19
2026-04-28 13F Pennsylvania Capital Management Inc /adv 7.617 0,00 1.995 1,58
2026-05-08 13F LaSalle St. Investment Advisors, LLC 1.288 -2,50 337
2026-05-15 13F Van Eck Associates Corp 35 6,06 0
2026-04-08 13F Orrstown Financial Services Inc 14.217 4,85 3.724 6,46
2026-05-13 13F Strategic Financial Concepts, LLC 5.168 378,52 1.354 386,69
2026-05-11 13F Vantagepoint Investment Advisers Llc 210.237 -1,71 55.065 -0,20
2026-04-21 13F Washington Growth Strategies Llc 19.589 15,56 5.131 17,34
2026-05-06 13F Angeles Wealth Management, Llc 2.303 10,35 603 12,08
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 800 0,00 210 1,46
2026-05-15 13F Wealth Architects, LLC 60.594 -2,36 15.871 -0,86
2026-05-01 13F AF Advisors, Inc. 0 -100,00 0
2026-05-01 13F Navigoe, LLC 97 0,00 0
2026-04-21 13F River Street Advisors LLC 1.580 0,00 414 1,47
2026-05-08 13F Roundview Capital LLC 30.793 2,08 8.065 3,65
2026-04-22 13F Madison Park Capital Advisors, LLC 1.654 2,41 433 4,09
2026-04-28 13F Whittier Trust Co Of Nevada Inc 63.755 -1,08 16.928 -2,51
2026-04-27 13F Soltis Investment Advisors LLC 10.455 7,10 2.738 8,74
2026-05-13 13F SRS Capital Advisors, Inc. 63.124 -49,31 16.534 -48,53
2026-04-21 13F Northeast Investment Management 132.988 3,41 34.832 5,01
2026-05-06 13F Diversified Portfolios, Inc. 3.722 -0,08 975 1,46
2026-05-12 13F First Western Trust Bank 833 6,25 218 7,92
2026-04-22 13F Advocate Investing Services LLC 3.226 -2,71 845 -1,29
2026-04-22 13F Muirfield Wealth Advisors Llc 6.245 6,10 1.636 7,71
2026-05-13 13F Monetary Management Group Inc 500 131
2026-05-06 13F Crescent Grove Advisors, LLC 2.352 53,52 616 55,95
2026-05-07 13F Madison Asset Management, LLC 2.893 -1,77 758 -0,26
2026-04-21 13F Pinnacle Associates Ltd 458.673 1,26 120.136 2,82
2026-05-14 13F Mission Creek Capital Partners, Inc. 6.996 7,96 1.833 9,63
2026-05-11 13F Insight Advisors, LLC/ PA 2.002 10,67 524 12,45
2026-04-22 13F Grove Street Fiduciary, LLC 5.210 0,00 1.365 1,56
2026-06-04 13F Town Capital LLC 1.758 9,19 460 10,84
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 189 0,00 0
2026-04-16 13F Beese Fulmer Investment Management, Inc. 4.085 0,10 1.070 1,62
2026-04-15 13F Bernardo Wealth Planning LLC 20.030 2,47 5.246 4,05
2026-04-06 13F Washington Trust Advisors, Inc. 11.444 7,29 2.997 8,94
2026-04-23 13F Prosperity Advisers, LLC 31.873 2,39 8.348 3,97
2026-05-07 13F Human Investing LLC 3.338 8,73 874 10,49
2026-05-08 13F Align Financial, LLC 17.938 -99,35 4.698 68,99
2026-04-30 13F Mascoma Wealth Management LLC 1.639 -1,92 429 -0,46
2026-05-13 13F J Hagan Capital, Inc. 1.498 -26,78 392 -25,62
2026-05-06 13F DecisionPoint Financial, LLC 10.238 15,67 2.682 17,43
2026-01-12 13F Curated Wealth Partners LLC 0 -100,00 0
2026-04-23 13F Laurel Wealth Planning LLC 4.085 -0,24 1.070 1,23
2026-05-14 13F Regal Investment Advisors LLC 13.071 26,69 3.423 28,64
2026-05-04 13F Conservest Capital Advisors, Inc. 3.248 -15,61 851 -14,31
2026-04-10 13F Melfa Wealth Management, Llc 881 3,65 231 5,02
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 22.973 -0,74 6.017 0,79
2026-05-14 13F PlanVest Financial, Inc 246 64
2026-02-17 13F Running Point Capital Advisors, LLC 1 0,00 0
2026-05-07 13F Wells Financial Advisors INC 1.828 -74,39 479 -74,04
2026-04-30 13F Waterfront Wealth Inc. 0 -100,00 0
2026-05-07 13F Jefferson Bridge Capital, LLC 3.256 1,37 853 2,90
2026-05-01 13F Hantz Financial Services, Inc. 1.178 47,43 0
2026-04-20 13F Dagco, Inc. 4.661 -2,24 1.221 -0,73
2026-05-05 13F Eukles Asset Management 3 0,00 1
2026-05-07 13F Francis Financial, Inc. 2.308 -0,86 605 0,67
2026-05-21 13F JDM Financial Group LLC 94.414 4,32 11.973 7,15
2026-05-11 13F High Note Wealth, LLC 47.743 -0,10 12.505 1,43
2026-02-06 13F Redmont Wealth Advisors Llc 3 0,00 1
2026-05-11 13F Becker Capital Management Inc 2.892 -42,25 757 -41,36
2026-05-08 13F Red Lighthouse Investment Management, Llc 0 -100,00 0
2026-04-22 13F Hoese & Co LLP 188 0,00 49 2,08
2026-05-01 13F Capital City Trust Co/fl 6.246 2,08 1.636 3,61
2026-05-11 13F Wealth Management Strategies, Inc. 36.415 3,38 9.538 4,96
2026-05-13 13F Edmond De Rothschild Holding S.a. 12.500 0,00 3.274 1,55
2026-01-30 13F Caldwell Securities, Inc 905 0,33 233 1,75
2026-05-11 13F Wells Fargo & Company/mn 6.021.392 -0,43 1.577.123 1,10
2026-04-28 13F Life Planning Partners, Inc 8.735 4,22 2.288 5,83
2026-04-22 13F Lam Group, Inc. 5.750 0,00 1.506 1,55
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-04-27 13F Financial Planning Fort Collins, LLC 11.676 8,10 3.309 18,77
2026-04-30 13F Forza Wealth Management, LLC 1.410 0,00 369 1,65
2026-04-14 13F GoalFusion Wealth Management, LLC 56.670 1,41 14.843 2,97
2026-05-06 13F Pekin Hardy Strauss, Inc. 797 0,00 209 1,46
2026-05-15 13F Cresset Asset Management, LLC 67.507 7,09 17.681 8,74
2026-05-13 13F May Barnhard Investments LLC 21.974 8,28 5.755 9,95
2026-04-22 13F Capital Management Associates, Inc 41.904 1,18 10.975 2,74
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 8.448 -8,14 2.213 -6,75
2026-04-13 13F Chris Bulman Inc 18.281 -2,09 4.788 -0,60
2026-04-17 13F Elk River Wealth Management, LLC 2.416 0,00 633 1,44
2026-05-01 13F Richardson Financial Services Inc. 4.918 -1,54 1.288 44,56
2026-05-12 13F Benjamin Edwards Inc 50.000 -0,70 13.110 0,86
2026-05-13 13F Somerset Group LLC 1.420 0,00 404 6,60
2026-05-08 13F Glenview Trust Co 88.617 0,03 23.211 1,58
2026-05-22 13F WNY Asset Management, LLC 1.188 5,79 311 9,12
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-29 13F CVA Family Office, LLC 636 0,16 167 1,84
2026-05-12 13F Strategic Wealth Partners, Ltd. 991 60,88 260 63,92
2026-04-13 13F White Wing Wealth Management 55.450 0,20 14.524 1,74
2026-05-15 13F Susquehanna International Group, Llp Put 41.900 50,18 10.974 52,50
2026-05-13 13F Franklin Resources Inc 42.163 72,46 11.043 75,12
2026-05-15 13F Susquehanna International Group, Llp 6.749 -79,35 1.768 -79,04
2026-04-14 13F Covenant Asset Management, LLC 2.003 3,94 525 5,43
2026-05-15 13F Susquehanna International Group, Llp Call 71.100 34,66 18.623 36,74
2026-05-14 13F Plum Street Advisors, LLC 59.686 1,43 15.633 2,99
2026-04-21 13F Keystone Financial Services, LLC 1.954 -1,71 512 -0,20
2026-04-20 13F Hoge Financial Services, Llc 40.644 -1,90 10.646 -0,38
2026-05-01 13F Wingate Wealth Advisors, Inc. 5.189 2,33 1.359 3,90
2026-04-08 13F Prospera Capital Management, LLC 2.038 0,00 534 1,52
2026-05-01 13F BKD Wealth Advisors, LLC 76.335 -5,07 19.994 -3,61
2026-05-06 13F VSM Wealth Advisory, LLC 54.990 2,04 14.403 3,61
2026-05-07 13F MA Private Wealth 3.072 -1,16 805 0,37
2026-04-15 13F Norden Group Llc 833 218
2026-05-13 13F Balanced Rock Investment Advisor 2.199 2,28 576 3,97
2026-05-08 13F Fund Evaluation Group, LLC 29.430 7.708
2026-05-08 13F Compass Capital Corp /ma/ /adv 3.890 -1,09 1.117 1,92
2026-05-06 13F Hurley Capital, LLC 143 197,92 37 208,33
2026-05-13 13F GeoWealth Management, LLC 46.501 -2,09 12.179 -0,58
2026-05-04 13F 1st Source Bank 4.606 11,42 1.206 13,13
2026-05-13 13F Trustco Bank Corp N Y 796 0,00 208 1,46
2026-05-11 13F Rossby Financial, LCC 351 22,30 92 24,32
2026-04-08 13F Miracle Mile Advisors, LLC 114.000 -4,56 29.859 -3,09
2026-05-01 13F Sachetta, LLC 719 -2,57 188 -1,05
2026-04-15 13F Rs Crum Inc. 855 0,00 224 1,36
2026-05-11 13F Adapt Wealth Advisors, Llc 1.414 -0,21 370 1,37
2026-02-04 13F Pandora Wealth, Inc. 262 0,00 68 1,52
2026-04-10 13F AssuredPartners Investment Advisors, LLC 7.659 3,21 2.034 6,22
2026-02-17 13F Aureus Asset Management, LLC 0 -100,00 0
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-05-11 13F Westwood Wealth Management 0 -100,00 0
2026-05-13 13F Private Wealth Advisors, LLC 7.197 -0,83 1.885 0,75
2026-05-15 13F Vawter Financial, Ltd. 47.887 -1,72 12.543 -0,21
2026-04-09 13F Tilia Fiduciary Partners, Inc. 952 12,13 249 14,22
2026-04-16 13F Telos Capital Management, Inc. 0 -100,00 0
2026-05-14 13F Novak & Powell Financial Services, Inc. 1.311 -73,70 343 -75,86
2026-01-28 13F Dentgroup LLC 3.821 -46,78 986 -46,03
2026-04-21 13F Gilpin Wealth Management, Llc 358 0,00 94 1,09
2026-05-06 13F LPL Financial LLC 3.322.073 -15,11 870.117 -13,80
2026-05-15 13F Royal Bank Of Canada 2.091.328 -5,07 547.761 -3,61
2026-04-08 13F Canandaigua National Trust Co of Florida 6.710 2,02 1.757 3,60
2026-04-14 13F Patriot Investment Management Inc. 99.375 -1,71 26.028 -0,20
2026-04-24 13F Syntax Research, Inc. 129 0,00 34 0,00
2026-04-20 13F Peirce Capital Management, LLC 1.995 523
2026-04-07 13F Orgel Wealth Management, LLC 33.799 -1,12 8.853 0,40
2026-05-08 13F Opus Financial Solutions LLC 6.561 1,36 1.718 2,94
2026-04-06 13F Versant Capital Management, Inc 783 0,00 205 1,99
2026-05-15 13F Morgan Stanley 8.041.306 2,25 2.106.180 3,82
2026-04-22 13F Apollon Wealth Management, LLC 39.553 -7,42 10.360 -6,00
2026-05-08 13F Equity Wealth Partners, LLC 32.288 6,37 8.457 8,01
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1.133 0,00 297 1,37
2026-04-28 13F Fortitude Advisory Group L.L.C. 2.034 31,14 533 33,00
2026-05-08 13F Blair William & Co/il 63.572 4,62 16.651 6,23
2026-04-22 13F Detalus Advisors, LLC 1.040 -2,16 272 -0,73
2026-05-20 13F SOA Wealth Advisors, LLC. 9.539 -5,92 2.498 -4,47
2026-04-24 13F NavPoint Financial, Inc. 29.137 -0,16 7.632 1,38
2026-04-23 13F West Bancorporation Inc 23.672 3,62 6.200 5,23
2026-05-15 13F Cardiff Park Advisors, Llc 4.386 0,34 1.149 1,86
2026-04-22 13F Stone Point Wealth LLC 13.599 3,82 3.562 5,42
2026-05-12 13F Asset One Wealth Management LLC 11.636 373,97 3.307 395,65
2026-04-14 13F HighRoad Wealth Advisors, LLC 27.295 -1,22 7.149 0,29
2026-05-06 13F Fiduciary Wealth Partners, LLC 52.967 -25,28 13.873 -24,13
2026-04-10 13F Marshall Financial Group LLC 4.829 -0,25 1.265 1,28
2026-05-15 13F Change Path, LLC 115.857 -0,81 30.345 0,72
2026-05-06 13F Pacitti Group Inc. 4.487 3,22 1.175 4,82
2026-04-17 13F Monticello Wealth Management, Llc 2.360 0,00 618 1,64
2026-04-27 13F Canal Capital Management, LLC 7.916 0,01 2.073 1,57
2026-04-20 13F Davidson Trust Co 1.301 0,00 341 1,49
2026-04-08 13F Olistico Wealth, LLC 1.294 4,44 339 5,96
2026-04-29 13F Bluestem Financial Advisors, Llc 123.580 2,05 32.368 3,62
2026-05-01 13F Holistic Planning, LLC 5.696 1,26 1.492 2,83
2026-04-16 13F Roble, Belko & Company, Inc 15.400 16,95 4 33,33
2026-04-10 13F Perigon Wealth Management, LLC 41.627 -0,14 10.903 1,39
2026-03-02 13F Reflection Asset Management 1.163 307
2026-04-02 13F Ares Financial Consulting, LLC 630 0,00 166 1,85
2026-04-15 13F Northbridge Financial Group, Llc 2.516 0,00 695 7,10
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 826 217
2026-05-15 13F Wellspring Financial Advisors, LLC 2.930 -17,86 767 -16,63
2026-04-20 13F MBA Advisors LLC 1.207 0,00 316 1,61
2026-05-01 13F Johnson Investment Counsel Inc 60.118 -2,44 15.746 -0,94
2026-04-14 13F Heirloom Wealth Management 812 213
2026-04-24 13F Fulton Bank, N.a. 5.912 0,00 1.548 1,51
2026-05-13 13F Heritage Trust Co 10.636 6,43 2.786 8,07
2026-05-06 13F Proffitt & Goodson Inc 1.531 -0,20 401 1,52
2026-04-15 13F DAVENPORT & Co LLC 20.913 0,84 5.478 2,39
2026-04-16 13F Montecito Bank & Trust 1.786 -26,68 468 -25,64
2026-04-27 13F Pachira Investments Inc. 6.454 43,61 1.690 45,82
2026-05-07 13F Resolute Wealth Strategies, LLC 1.722 16,75 451 18,68
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 4.691 0,86 1.229 2,42
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 818.731 214.442
2026-05-15 13F Magnolia Capital Advisors Llc 18.218 -48,63 4.771 -47,84
2026-04-09 13F Acropolis Investment Management, LLC 67.185 -1,87 17.597 -0,36
2026-05-11 13F 1015 Capital Partners, LLC 373 0,00 98 1,04
2026-04-23 13F North Star Investment Management Corp. 5.044 3,89 1.321 5,51
2026-05-14 13F TRB Wealth Management, LLC 97.880 25.637
2026-04-22 13F Traveka Wealth, LLC 7.028 0,00 1.841 1,55
2026-05-12 13F Smith Chas P & Associates Pa Cpas 2.312 -7,96 606 -6,49
2026-05-15 13F Windsor Advisory Group, LLC 0 -100,00 0
2026-05-14 13F Sandhill Capital Partners LLC 2.502 -4,21 655 -2,67
2026-05-12 13F Clark Wealth Partners 2.992 0,00 784 1,56
2026-05-11 13F Arrow Financial Corp 31.275 -30,88 8.192 -29,82
2026-05-04 13F Retirement Planning Group 12.442 26,97 3.259 28,93
2026-04-07 13F Mb, Levis & Associates, Llc 665 71,39 174 75,76
2026-04-22 13F McLean Asset Management Corp 2.908 0,10 762 -4,04
2026-05-13 13F Invictus Private Wealth, Llc 375.719 1,71 98.408 3,27
2026-05-13 13F Forum Private Client Group LLC 993 -19,60 260 -18,55
2026-05-12 13F Prosperity Bancshares Inc 2.204 -0,23 577 1,41
2026-04-15 13F Signature Estate & Investment Advisors Llc 22.913 5,50 6.001 7,12
2026-05-15 13F MAI Capital Management 211.306 3,46 55.345 5,05
2026-04-24 13F Oakworth Capital, Inc. 3.399 86,76 890 89,77
2026-04-28 13F RW Investment Management LLC 28.076 -13,53 7.354 -10,94
2026-04-15 13F Marathon Strategic Advisors, LLC 3.033 -0,07 794 1,53
2026-04-27 13F Arcadia Wealth Management, LLC 29.374 6,14 7.694 7,78
2026-05-13 13F Kingdom Financial Group LLC. 114 70,15 30 70,59
2026-04-10 13F/A WLTH Capital Management, LLC 885 -0,90 232 -6,10
2026-05-12 13F WESCAP Management Group, Inc. 32.494 0,18 8.511 1,73
2026-04-21 13F Old Second National Bank Of Aurora 2.385 0,00 625 1,46
2026-05-11 13F CAPROCK Group, Inc. 44.099 -1,38 11.550 0,13
2026-04-29 13F Golden Road Advisors Llc 69.458 1,96 18.193 3,53
2026-04-23 13F Simmons Bank 9.553 2,53 2.502 4,12
2026-05-04 13F First Growth Capital LLC 926 0,00 244 -5,45
2026-05-05 13F Atria Investments Llc 63.537 -2,78 16.642 -1,28
2026-05-05 13F Prosperity Consulting Group, LLC 3.283 0,00 860 1,54
2026-05-04 13F Ktf Investments, Llc 49.572 -2,11 12.984 -0,60
2026-05-06 13F Windward Private Wealth Management Inc. 1.236 -1,44 324 0,00
2026-05-11 13F Kestra Investment Management, LLC 3.053 48,85 800 51,04
2026-05-12 13F BOK Financial Private Wealth, Inc. 38.347 -5,45 10.044 -4,00
2026-04-24 13F Bellevue Asset Management, Llc 144 0,70 38 0,00
2026-05-11 13F Timmons Wealth Management, LLC 14.362 1,99 3.762 3,55
2026-04-17 13F Vermillion Wealth Management, Inc. 648 0,31 170 1,81
2026-05-06 13F Assetmark, Inc 243.103 -16,76 63.674 -15,48
2026-05-14 13F Missouri Trust & Investment Co 1.314 -2,23 344 -0,58
2026-05-08 13F Paulson Wealth Management Inc. 5.050 -4,14 1.323 -2,65
2026-03-12 13F Farmers National Bank 3.098 0,81 799 2,30
2026-05-11 13F Haverford Trust Co 31.881 -9,34 8.350 -7,95
2026-05-12 13F Colonial Trust Advisors 103 0,00 27 0,00
2026-04-08 13F Inspirion Wealth Advisors, Llc 86.202 28,72 22.578 30,70
2026-04-15 13F Register Financial Advisors LLC 1.465 18,15 384 20,06
2026-04-03 13F Ridgewood Investments LLC 12.750 8,27 3.340 11,52
2026-05-07 13F Lyell Wealth Management, Lp 2.408 0,00 631 1,45
2026-05-13 13F B&D White Capital Company, LLC 0 -100,00 0
2026-05-13 13F NewEdge Wealth, LLC 118.233 -5,10 30.968 -3,64
2026-04-08 13F Grove Bank & Trust 23.665 1,11 6.198 2,67
2026-04-24 13F Eagle Bay Advisors LLC 1.520 0,00 399 1,79
2026-05-14 13F Delos Wealth Advisors, LLC 549 144
2026-04-27 13F Oarsman Capital, Inc. 1.706 56,51 447 58,72
2026-04-28 13F Intrinsic Value Partners, LLC 10.585 0,95 2.772 2,51
2026-05-01 13F Advisors Capital Management, LLC 8.915 -33,19 2.335 -32,16
2026-05-06 13F TopTier Wealth Management, LLC 33 9
2026-05-14 13F Solstein Capital, LLC 2.859 0,35 749 1,91
2026-01-21 13F Base Wealth Management LLC 0 -100,00 0
2026-04-14 13F Amicus Financial Advisors, LLC 834 7,06 218 9,00
2026-05-19 13F Western Wealth Management, LLC 9.461 4,21 2.478 5,85
2026-05-12 13F Summit Trail Advisors, Llc 89.254 4,28 23.377 5,88
2026-05-05 13F Gallagher Capital Advisors, LLC 1.064 -86,14 279 -87,66
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-27 13F NorthLanding Financial Partners, LLC 877 -10,24 230 -9,13
2026-04-21 13F Wedbush Securities Inc 15.858 8,08 4 33,33
2026-04-22 13F Burrus Financial Services, Inc. 85.257 -70,35 22.335 -10,05
2026-04-14 13F Focus Financial Network, Inc. 9.718 -0,10 2.545 1,43
2026-05-05 13F Delta Financial Advisors Llc 5.159 7,55 1.351 9,22
2026-04-20 13F Tanager Wealth Management LLP 10.787 8,28 2.825 9,96
2026-04-22 13F Cornerstone Wealth Group, LLC 4.454 -15,96 1.266 -7,46
2026-04-22 13F DORVAL Corp 45.444 0,53 11.903 2,08
2026-04-15 13F LongView Wealth Management 15.940 -12,47 4.435 -10,51
2026-05-13 13F Pinnacle Financial Group, LLC / IL 23.572 5,06 6.174 6,67
2026-04-16 13F Rfg Holdings, Inc. 60.282 9,88 15.789 11,57
2026-05-14 13F Endeavor Private Wealth, Inc. 14.293 -21,03 3.744 -19,82
2026-05-01 13F Signature Resources Capital Management, LLC 119 0,00 31 3,33
2026-04-08 13F Pines Wealth Management, LLC 5.848 17,31 1.532 19,14
2026-04-08 13F TOWER TRUST & INVESTMENT Co 1.712 5,74 448 7,43
2026-04-07 13F Carolina Wealth Advisors, LLC 0 -100,00 0
2026-04-20 13F Fonville Wealth Management LLC 43.425 0,57 11.374 2,12
2026-04-27 13F Tsfg, Llc 662 9,24 0
2026-05-06 13F Broyhill Asset Management 0 -100,00 0
2026-04-14 13F Tradewinds Capital Management, LLC 65 0,00 17 6,25
2026-04-14 13F Bay Harbor Wealth Management, LLC 17.510 -2,04 4.586 -0,52
2026-05-11 13F Integrity Advisory Solutions, LLC 1.441 5,96 378 7,41
2026-05-15 13F Ballast, Inc. 171.762 1,51 44.988 3,07
2026-04-17 13F IFC & Insurance Marketing, Inc. 1.973 -10,15 517
2026-05-11 13F MCF Advisors LLC 1.992 105,79 522 109,24
2026-04-17 13F Brave Asset Management Inc 2.247 589
2026-04-20 13F Chatham Capital Group, Inc. 119.511 -3,36 31.302 -1,87
2026-05-15 13F Westbourne Investments, Inc. 1.690 0,00 443 1,61
2026-05-05 13F Williams Jones Wealth Management, LLC. 6.334 6,26 1.659 7,87
2026-05-07 13F Scarborough Advisors, LLC 151 39
2026-05-12 13F Benson Wealth Management INC 281 0,00 74 1,39
2026-05-13 13F Heritage Wealth Advisors 373 0,00 98 1,04
2026-04-27 13F Moneywise, Inc. 9.431 -6,83 2.470 -5,36
2026-05-13 13F Bank Of Montreal /can/ 733.004 -12,17 191.988 -10,82
2026-04-15 13F Silverlake Wealth Management Llc 9.215 82,04 2.414 84,90
2026-04-16 13F Sentinel Pension Advisors Inc 1.371 -1,01 359 0,56
2026-04-23 13F Comprehensive Money Management Services LLC 2.039 0,00 534 1,71
2026-04-14 13F SigFig Wealth Management, LLC 5.851 -8,38 1.533 -6,98
2026-04-15 13F Fortitude Family Office, LLC 8.967 -0,08 2.349 1,47
2026-04-16 13F Forbes J M & Co Llp 765 200
2026-04-20 13F Breakwater Capital Group 1.156 39,28 303 41,12
2026-05-13 13F Clear Wave Wealth Management Llc 830 218
2026-04-22 13F Eqis Capital Management, Inc. 3.012 -4,74 789 -3,31
2026-05-08 13F Darden Wealth Group Inc 2.610 72,85 684 75,58
2026-05-07 13F Washington Trust Bank 16.555 -23,42 4.336 -22,24
2026-04-22 13F Continuum Advisory, LLC 26.071 1,63 6.829 3,19
2026-05-14 13F Chandler Asset Management, Inc. 191.300 -26,52 50.105 -25,39
2026-04-20 13F Hilton Head Capital Partners, LLC 238 19,00 62 21,57
2026-05-15 13F Aberdeen Wealth Management LLC 6.535 9,26 1.712 10,96
2026-05-14 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-05-06 13F Frontier Asset Management, LLC 23.311 5,28 6.106 6,90
2026-05-14 13F Modern Wealth Management, LLC 21.085 -2,49 5.554 -0,43
2026-05-01 13F 180 Wealth Advisors, Llc 5.570 2,11 1.459 3,62
2026-04-22 13F Oak Harvest Investment Services 1.206 -2,74 316 -1,25
2026-05-12 13F Carr Financial Group Corp 23.459 10,87 6.144 12,57
2026-04-28 13F Paller Financial Services Inc 804 0,00 211 1,45
2026-04-09 13F Moody National Bank Trust Division 0 -100,00 0
2026-04-30 13F Mosaic Family Wealth Partners, Llc 4.756 1.246
2026-05-05 13F Newbridge Financial Services Group, Inc. 400 -11,89 105 -10,34
2026-05-06 13F Main Street Group, LTD 2.062 -1,06 540 0,56
2026-02-06 13F Nixon Peabody Trust Co 0 -100,00 0
2026-04-09 13F Praetorian Wealth Management, Inc. 42.049 0,61 11.484 6,52
2026-05-01 13F Washburn Capital Management, Inc. 2.841 98,12 744 101,63
2026-05-15 13F Steffes Financial, Ltd. 6.601 -1,24 1.729 0,23
2026-05-11 13F Smith Partners Wealth Management, LLC 20.245 -5,92 5.303 -4,47
2026-04-14 13F Wealthcare Advisory Partners LLC 37.141 4,31 9.728 5,90
2026-05-01 13F Valmark Advisers, Inc. 35.517 1,27 9.302 2,82
2026-05-07 13F Ironwood Investment Counsel, LLC 13.411 0,04 3.513 1,59
2026-05-01 13F Capital Squared Financial LLC 6.691 14,10 1.752 15,87
2026-05-13 13F Adviser Investments LLC 37.318 6,39 9.774 8,04
2026-04-10 13F McCollum Christoferson Group LLC 9.343 -3,21 2.447 -1,69
2026-04-17 13F Bell Investment Advisors, Inc 6.041 -5,05 1.582 -3,54
2026-05-11 13F Pathstone Holdings, LLC 479.636 -2,79 125.627 -1,30
2026-04-21 13F Tumwater Wealth Management, LLC 1.705 -13,10 447 -11,86
2026-04-06 13F Rosenberg Matthew Hamilton 6 0,00 2 0,00
2026-04-16 13F First Merchants Corp 17.779 -2,07 4.657 -0,58
2026-05-13 13F First Trust Advisors Lp 2.471 18,91 647 20,93
2026-04-10 13F Cassilly Financial Group LLC 13.783 3,03 3.610 4,64
2026-04-21 13F Fingerlakes Wealth Management, Inc. 2.524 1,69 661 3,13
2026-05-07 13F Pillar Financial Advisors, LLC 1.613 -0,37 422 1,20
2026-05-04 13F Legacy Financial Group LLC 143.888 0,19 37.687 -3,58
2026-05-04 13F Autumn Glory Partners, LLC 5.386 0,00 1.411 1,51
2026-01-30 13F Canandaigua National Bank & Trust Co 46.835 -2,19 12.081 -0,77
2026-05-05 13F Cherry Tree Wealth Management, LLC 48.052 0,91 12.586 2,46
2026-05-13 13F Pitcairn Wealth Advisors LLC 1.816 -83,82 469 -83,84
2026-04-17 13F ZynergyRetirementPlanningLLC 1.354 0,00 355 1,43
2026-05-12 13F Parsonex Advisory Services, Inc. 1.793 -9,17 470 -7,86
2026-04-02 13F Aspect Partners, LLC 1.402 0,00 367 1,66
2026-04-23 13F Capital Investment Counsel, LLC 1.467 -13,96 384 -12,53
2026-04-15 13F Trust Co Of Toledo Na /oh/ 3.843 10,53 1.007 12,28
2026-05-12 13F Index Fund Advisors, Inc. 20.893 0,31 5.472 1,86
2026-05-06 13F Berkeley Capital Partners, LLC 6.167 1,73 1.615 3,33
2026-05-04 13F Chicago Partners Investment Group LLC 182.750 6,09 51.952 9,81
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 3.486 -1,30 913 0,22
2026-04-14 13F Cornerstone National Bank & Trust Co 37.085 -0,42 9.769 1,69
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-04-10 13F Finward Bancorp 1.997 16,31 523 18,33
2026-05-01 13F Evolution Advisers, Inc. 32.481 1,93 9 0,00
2026-04-28 13F Clarity Retirement & Wealth, LLC 0 -100,00 0
2026-04-29 13F Horst & Graben Wealth Management LLC 1.755 0,00 498 9,96
2026-05-06 13F Hartland & Co., LLC 525.158 -3,89 137.549 -2,41
2026-04-14 13F Howland Capital Management Llc 7.456 0,00 1.953 1,51
2026-04-24 13F Randolph Co Inc 126.290 0,08 33.078 1,62
2026-04-14 13F XY Planning Network, Inc. 1.335 0,38 352 2,33
2026-05-15 13F Advisory Services Network, LLC 19.749 -1,92 5.173 -0,40
2026-01-06 13F Ransom Advisory, Ltd 36 9
2026-04-29 13F Hughes Financial Services, LLC 3.319 0,00 869 1,52
2026-05-08 13F Wall Street Access Asset Management, LLC 10.854 0,00 2.843 1,54
2026-05-05 13F Westover Capital Advisors, LLC 6.205 -0,14 1.625 1,44
2026-04-30 13F Accredited Investors Inc. 26.080 3,08 6.831 4,66
2026-04-09 13F PFS Partners, LLC 44 0,00 12 0,00
2026-04-17 13F Old North State Wealth Management, LLC 12.868 -1,05 3.375 0,48
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 2.268 6,68 594 8,39
2026-02-12 13F Commonwealth Equity Services, Llc 996.236 -5,14 256.979 96.146,82
2026-05-14 13F JustInvest LLC 2.034 -2,82 533 -1,30
2026-04-16 13F jvl associates llc 13.191 -0,08 3.455 1,47
2026-05-04 13F Gleason Group, Inc. 19.256 -0,02 5.044 1,53
2026-04-28 13F Integral Investment Advisors, Inc. 46.723 -0,75 12.238 0,77
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 1.609 0,44 421 1,94
2026-05-04 13F Sterling Investment Advisors, Ltd. 959 2,79 251 4,58
2026-04-08 13F Gladwyn Financial Advisors, Inc. 556 0,36 146 1,40
2026-04-29 13F/A Salem Investment Counselors Inc 74.831 0,21 19.600 1,75
2026-05-11 13F Wealth Dimensions Group, Ltd. 2.656 6,88 696 8,59
2026-05-11 13F Lionshead Wealth Management, LLC 5.425 4,73 1.421 6,29
2026-05-08 13F EagleClaw Capital Managment, LLC 1.350 -12,90 354 -11,53
2026-05-14 13F Us Bancorp \de\ 213.243 -19,13 55.856 -17,88
2026-04-08 13F RoundAngle Advisors LLC 916 -1,93 240 -0,42
2026-04-28 13F Shayne & Co., Llc 3.566 6,77 934 8,48
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 13.813 10,15 3.618 11,87
2026-05-05 13F Wealthfront Advisers Llc 1.696.661 8,21 444.389 9,87
2026-04-08 13F Bond & Devick Financial Network, Inc. 5.209 -2,09 1.364 -0,58
2026-04-28 13F CAP Partners, LLC 992 0,00 260 1,57
2026-04-27 13F Exencial Wealth Advisors, Llc 31.236 -4,78 8.181 -3,31
2026-04-07 13F Howard Financial Services, Ltd. 3.067 803
2026-04-30 13F Acorn Wealth Advisors, LLC 15.192 12,18 3.979 13,91
2026-05-04 13F Nadler Financial Group, Inc. 12.110 -22,74 3.172 -21,57
2026-05-14 13F Seven Springs Wealth Group, LLC 6.171 -2,57 1.616 -1,04
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 78.747 -0,71 20.625 0,82
2026-01-08 13F Charis Legacy Partners, LLC 0 -100,00 0
2026-04-23 13F Castellan Group, LLC 0 -100,00 0
2026-05-15 13F SIMA Wealth Partners, LLC 241 0,00 63 1,61
2026-04-21 13F Aull & Monroe Investment Management Corp 989 0,00 259 1,57
2026-05-14 13F Passive Capital Management, LLC. 3.502 0,00 917 1,55
2026-04-15 13F 21 West Wealth Management LLC 7.021 -1,32 1.839 0,16
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 2.226 26,33 583 28,41
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 225 -9,27 59 -9,37
2026-05-12 13F Tocqueville Asset Management L.p. 1.642 0,49 430 2,14
2026-04-07 13F Pathway Financial Advisors LLC 19.674 0,00 5.207 -1,75
2026-04-30 13F Csenge Advisory Group 943 -4,46 247 -3,15
2026-04-23 13F Fortune Financial Group, Inc. 1.734 117,57 454
2026-04-30 13F LRI Investments, LLC 2.566 0,00 672 1,66
2026-04-27 13F Thrive Capital Management, LLC 6.571 155,09 1.721 159,19
2026-04-27 13F BCK Partners, Inc. 81.950 -0,08 21.464 1,46
2026-05-15 13F Security National Bank Of Sioux City Iowa /ia/ 1.110 20,26 291 21,85
2026-05-07 13F Facet Wealth, Inc. 4.406 29,82 1.154 24,49
2026-04-08 13F Wealth Science Advisors LLC 17.270 0,00 4.455 0,00
2026-05-12 13F Crusonia Wealth Advisors LLC 38.583 4,06 10.106 5,66
2026-02-12 13F FineMark National Bank & Trust 4.807 0,17 1.240 1,56
2026-04-14 13F Nova Wealth Management, Inc. 0 -100,00 0
2026-04-20 13F Peoples Financial Services Corp. 8.993 3,08 2.355 4,67
2026-04-22 13F Motco 161 38,79 42 44,83
2026-05-14 13F Evergreen Capital Management Llc 38.740 -0,50 10.147 1,03
2026-05-05 13F Napier Financial, LLC 39.120 0,52 10.246 2,07
2026-04-22 13F BKM Wealth Management, LLC 1.049 -1,32 275 0,00
2026-04-30 13F Paladin Advisory Group, LLC 421 -9,46 110 -7,56
2026-01-28 13F Edge Financial Advisors LLC 1.947 0,67 502 2,24
2026-05-14 13F Apriem Advisors 40.996 190,32 10.738 194,81
2026-05-15 13F Matrix Private Capital Group Llc 2.897 -12,13 759 -10,82
2026-04-17 13F Nautilus Advisors LLC 0 -100,00 0
2026-05-11 13F PCA Investment Advisory Services Inc. 15.671 0,84 4.104 2,40
2026-05-15 13F Kcm Investment Advisors Llc 2.115 -66,99 554 -66,53
2026-04-30 13F Private Trust Co Na 6.533 -0,47 1.711 1,06
2026-05-11 13F Stonebrook Private Inc. 918 -0,86 240 0,84
2026-04-22 13F TBH Global Asset Management, LLC 1.759 461
2026-02-12 13F Planning Project LLC 3.608 931
2026-04-21 13F Grimes & Company, Inc. 1.140.780 2,81 298.793 4,39
2026-05-06 13F Kera Capital Partners, Inc. 22.486 1,27 5.889 -1,72
2026-04-27 13F Great Point Wealth Advisors, LLC 14.204 0,00 3.720 1,56
2026-04-21 13F Christine Messmer Pc 22.386 6,70 5.863 8,33
2026-04-15 13F Merit Financial Group, LLC 310.293 8,40 81.272 10,06
2026-05-01 13F Connecticut Wealth Management, LLC 142.250 -5,04 37.258 -3,58
2026-04-17 13F Nottingham Advisors, Inc. 873 0,00 229 1,33
2026-05-07 13F Bearing Point Capital, Llc 7.077 -11,04 1.854 -9,65
2026-04-10 13F Boston Research & Management Inc 8.360 -0,54 2 0,00
2026-04-10 13F Abound Wealth Management 67.379 0,28 17.648 1,82
2026-05-14 13F Galvin, Gaustad & Stein, LLC 11.532 -37,18 3.020 -36,22
2026-04-07 13F Central Bank & Trust Co 828 3,11 217 4,35
2026-05-14 13F We Are One Seven, LLC 17.111 0,19 4.482 1,73
2026-05-05 13F Zeit Capital LLC 31 0,00 8 14,29
2026-04-23 13F Granite Harbor Advisors, Inc. 2.010 0,00 526 1,54
2026-04-09 13F Pacifica Partners Inc. 71 19
2026-05-07 13F Regimen Wealth, Llc 0 -100,00 0
2026-05-29 13F Asset Dedication, LLC 4.211 -13,09 1.103 -11,77
2026-04-27 13F Trademark Financial Management, LLC 1.322 -3,01 346 -1,42
2026-05-07 13F Burk Holdings LLC 286 75
2026-04-08 13F Birchbrook, Inc. 308 -0,32 81 1,27
2026-04-20 13F Schwab Charitable Fund 1.571 0,00 411 1,48
2026-04-20 13F MBM Wealth Consultants, LLC 82.718 1,34 21.665 2,90
2026-05-15 13F Seal Cove Capital, LLC 750 0,00 196 1,55
2026-04-28 13F Fundamentun, Llc 2.813 0,50 737 2,08
2026-04-27 13F Serenus Wealth Advisors, LLC 1.100 0,00 288 1,77
2026-05-04 13F Avantax Planning Partners, Inc. 4.078 87,15 1.068 90,37
2026-04-22 13F Networth Advisors, LLC 1 0,00 0
2026-05-15 13F IMG Wealth Management, Inc. 2.143 0,00 561 1,63
2026-05-04 13F Archer Investment Corp 1.735 -2,42 455 -0,87
2026-04-29 13F Opulen Financial Group LLC 7.147 -0,11 1.872 1,41
2026-05-08 13F Wealthedge Investment Advisors, Llc 1.734 -18,67 454 -17,45
2026-04-29 13F FIDELIS iM, LLC 5.200 0,00 1.362 1,49
2026-05-06 13F Brio Consultants, LLC 3.909 -3,39 1.121 7,38
2026-04-23 13F Summit Investment Advisory Services, LLC 7.247 1,57 1.898 3,15
2026-05-01 13F Miller Financial Services LLC 1.679 0,24 440 1,62
2026-04-14 13F Pictet North America Advisors SA 1.024 -94,42 268 -94,34
2026-04-09 13F Dorato Capital Management 58 0,00 16 0,00
2026-04-08 13F Sapient Capital Llc 15.191 5,47 3.979 6,05
2026-05-07 13F Winthrop Partners - Wny, Llc 23.193 -1,49 6.075 0,02
2026-05-15 13F Wealth Management Nebraska 2.008 0,00 526 1,55
2026-05-15 13F Wellington Management Group Llp 1.191.150 3,04 311.986 4,63
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 5.814 -1,76 1.523 -0,26
2026-04-13 13F Farrell Financial LLC 23.542 -3,96 6.166 -2,47
2026-04-15 13F DecisionMap Wealth Management, LLC 1.315 5,62 344 7,17
2026-04-08 13F Sfm, Llc 7.176 -3,29 1.879 -1,83
2026-05-15 13F London Co Of Virginia 663 -48,00 174 -47,26
2026-04-22 13F Accretive Wealth Partners, LLC 1.222 10,39 320 12,28
2026-04-09 13F IFG Advisors, LLC 18.408 1,36 4.821 2,92
2026-04-17 13F Total Clarity Wealth Management, Inc. 2.039 -0,20 534 1,33
2026-04-16 13F Lexington Hill Partners, LLC 976 0,41 256 2,00
2026-05-14 13F Institute for Wealth Management, LLC. 766 -1,79 201 -0,50
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 5.466 1.432
2026-04-14 13F Cathy Pareto & Associates, Inc 23.814 7,12 6.237 8,75
2026-04-20 13F McKinley Carter Wealth Services, Inc. 20.584 -3,88 5.391 -2,41
2026-04-24 13F Peregrine Asset Advisers, Inc. 2.356 13,76 617 15,54
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 1.929 -5,16 505 -3,63
2026-05-13 13F Alesco Advisors Llc 11.901 -5,14 3.117 -3,68
2026-04-29 13F WPG Advisers, LLC 122 -90,90 32 -91,01
2026-05-12 13F Americana Partners, LLC 13.864 7,66 3.631 9,33
2026-01-21 13F OLIO Financial Planning 0 -100,00 0
2026-05-05 13F Milestone Investment Advisors LLC 2.271 0,35 595 1,89
2026-04-16 13F Stephen J. Garry & Associates, Llc 2.041 0,00 535 1,52
2026-04-24 13F Midwest Capital Advisors, LLC 101 -42,94 26 -42,22
2026-04-29 13F Fishman Jay A Ltd/mi 18.483 -1,65 4.841 -0,12
2026-04-29 13F/A True Link Financial Advisors, LLC 40 10
2026-05-07 13F Patrick M Sweeney & Associates, Inc 1.625 -1,10 426 0,47
2026-05-06 13F GatePass Capital, LLC 1.329 8,85 348 10,83
2026-05-08 13F Birchcreek Wealth Management, LLC 3.047 -5,28 798 -3,74
2026-05-14 13F American Alpha Advisors, LLC 19.176 0,00 5.023 1,54
2026-02-13 13F Brick & Kyle, Associates 39.412 -0,35 10 0,00
2026-05-08 13F Sound Financial Strategies Group, LLC 4.654 19,12 1.219 20,95
2026-04-02 13F Horizons Wealth Management 40.388 -1,68 10.578 -0,16
2026-05-04 13F Bridges Investment Management Inc 39.958 0,64 10.466 2,19
2026-04-09 13F Elmwood Wealth Management, Inc. 1.251 0,00 328 1,55
2026-04-21 13F Hidden Cove Wealth Management, LLC 1.095 -4,62 287 -3,38
2026-05-04 13F AMG National Trust Bank 167.650 13,65 43.911 15,40
2026-04-20 13F Investment Research & Advisory Group, Inc. 10.435 -2,20 2.733 -0,69
2026-04-28 13F Sage Rhino Capital Llc 70.959 -1,10 18.586 0,42
2026-05-11 13F Umb Bank N A/mo 2.047 -12,18 536 -10,82
2026-04-23 13F Marquette Asset Management, LLC 6.137 -6,73 1.607 -5,30
2026-05-19 13F Mascagni Wealth Management, Inc. 2.797 -0,89 733 0,69
2026-04-27 13F Ulland Investment Advisors, LLC 555 0,00 0
2026-04-14 13F Jeppson Wealth Management, Llc 6.343 0,00 1.661 1,53
2026-05-14 13F Karpus Management, Inc. 321.684 -3,89 84.255 -2,41
2026-04-21 13F Axiom Financial Strategies, LLC 0 -100,00 0
2026-04-08 13F McNaughton Wealth Management, LLC 22.329 5,22 5.848 6,83
2026-05-22 13F Wellington Grp LLC 467 57,24 122 60,53
2026-04-16 13F Center For Asset Management LLC 2.010 -21,24 527 -20,06
2026-02-05 13F Armor Investment Advisors, LLC 0 -100,00 0
2026-05-11 13F Ellevest, Inc. 40.685 3,39 10.656 4,99
2026-05-11 13F Mountain Capital Investment Advisors, Inc 143.693 5,31 40.747 8,72
2026-05-14 13F Orion Capital Management LLC 519 0,00 136 2,26
2026-05-08 13F New England Private Wealth Advisors LLC 10.893 -4,60 2.853 -3,12
2026-05-01 13F Keener Financial Planning LLC 1.515 -0,53 0
2026-05-04 13F Northland Securities, Inc. 0 -100,00 0
2026-05-05 13F Duncan Williams Asset Management, LLC 26.711 0,34 6.996 -3,44
2026-04-10 13F Perfromance Wealth Partners, LLC 53.459 416,16 14.002 424,19
2026-05-08 13F Cornerstone Financial Management LLC 367 13,62 96 15,66
2026-05-07 13F Cutler Investment Counsel Llc 1.465 0,00 384 1,59
2026-05-15 13F/A Independent Financial Group, Llc 18.715 15,91 4.902 17,70
2026-04-16 13F First Community Trust Na 2.791 11,33 731 13,16
2026-05-05 13F Evergreen Advisors, LLC 898 0,34 235 2,17
2026-02-17 13F SageView Advisory Group, LLC 20.884 -10,47 5.387 -9,17
2026-05-13 13F Principal Securities, Inc. 36.590 -1,49 9.584 0,02
2026-04-28 13F SBI Securities Co., Ltd. 15.016 -0,03 3.933 1,50
2026-05-12 13F Aspiriant, Llc 88.362 8,40 23.144 10,07
2026-04-22 13F Norris Perne & French Llp/mi 5.121 0,00 1.341 1,59
2026-05-01 13F Ferguson Wellman Capital Management, Inc 7.728 2.024
2026-05-12 13F Elite Financial, Inc. 32.331 -0,96 8 0,00
2026-04-21 13F Venturi Wealth Management, LLC 1.905 -0,05 499 1,43
2026-02-17 13F Tolleson Wealth Management, Inc. 1.981 12,49 511 13,59
2026-04-09 13F OFS Enterprise LLC 32.681 8.560
2026-04-03 13F Adirondack Trust Co 2.701 11,80 707 13,48
2026-05-11 13F Fountainhead AM, LLC 631 54,66 165 57,14
2026-05-15 13F Equitable Holdings, Inc. 423.322 9,30 109.270 9,37
2026-04-14 13F Nbc Securities, Inc. 6.231 -1,44 1.632 0,12
2026-04-13 13F Clayton Financial Group LLC 2.831 -23,45 741 -22,25
2026-04-28 13F Northstar Group, Inc. 3.138 0,10 822 1,73
2026-04-20 13F Boyd Wealth Management, LLC 11.717 -1,72 3.069 -0,23
2026-04-28 13F Fee-Only Financial Planning, L.C. 42.989 -1,31 11.260 0,20
2026-04-14 13F Kozak & Associates, Inc. 150 3,45 41 5,13
2026-05-12 13F Planwiser Financial, Llc 6.415 -5,41 1.785 -4,90
2026-04-23 13F O'Connor Financial Group LLC 7.130 -3,03 1.867 -7,53
2026-05-12 13F Advyzon Investment Management, LLC 3.245 12,32 850 13,96
2026-05-13 13F Green Harvest Asset Management LLC 2.916 13,15 764 14,91
2026-05-06 13F Templeton & Phillips Capital Management, LLC 1.652 0,00 433 1,41
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 11.157 0,83 2.922 -2,83
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-04-13 13F Mitchell Sinkler & Starr/pa 9.124 3,69 2.390 5,29
2026-04-22 13F Sentry LLC 0 -100,00 0
2026-04-17 13F Aspire Growth Partners LLC 2.936 17,49 769 19,25
2026-04-24 13F Balentine LLC 17.016 -0,37 4.457 1,16
2026-05-05 13F Donalies Financial Planning, LLC 3.952 2,76 1.035 4,33
2026-02-12 13F JT Stratford LLC 0 -100,00 0
2026-05-11 13F Howard Wealth Management, Llc 31.865 0,01 8.346 1,55
2026-05-07 13F Carson Advisory Inc. 926 0,00 243 1,68
2026-04-08 13F BOS Asset Management, LLC 11.578 0,53 3.033 2,09
2026-04-08 13F West Financial Advisors, LLC 13.113 0,61 3.435 2,14
2026-04-28 13F Quent Capital, LLC 272 3,42 71 5,97
2026-04-23 13F Harbor Investment Advisory, Llc 2.862 -14,72 750 -13,41
2026-05-12 13F Thornburg Investment Management Inc 64.480 16.889
2026-04-24 13F Key FInancial Inc 1.967 0,10 515 1,78
2026-04-14 13F Madrona Financial Services, LLC 42.216 -0,91 11.057 0,62
2026-04-16 13F Scott & Selber, Inc. 12.245 3,26 3.207 4,87
2026-05-08 13F Peachtree Investment Partners, LLC 97 2,11 12 -54,17
2026-05-15 13F Cypress Capital Group 1.076 -9,81 282 -8,47
2026-04-28 13F Busey Wealth Management 1.914 19,85 501 21,90
2026-04-27 13F Lodestar Private Asset Management Llc 6.070 6,36 1.590 7,95
2026-05-14 13F Bakala Capital Management LLC 1.839 0,38 482 1,91
2026-05-15 13F State Street Corp 462.345 -16,45 121.097 -15,17
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-05-07 13F Financial Discovery Group Inc 1.312 344
2026-05-14 13F Horizon Investments, LLC 44 12
2026-04-14 13F Family Wealth Partners, Llc 27.635 -1,02 7.238 0,50
2026-04-23 13F Willis Johnson & Associates, Inc. 3.153 -26,04 826 -24,93
2026-04-30 13F Elevated Capital Advisors, LLC 9.665 2,67 2.531 4,24
2026-04-28 13F Kiley Juergens Wealth Management, Llc 4.725 1.238
2026-04-13 13F Trust Co 322 0,00 84 1,20
2026-04-15 13F Wright Fund Managment, LLC 27.635 7.238
2026-05-05 13F PFG Advisors 16.404 2,69 4.297 4,27
2026-04-29 13F Downshift Financial, LLC 6.234 28,70 1.747 34,31
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 62.822 4,09 16.454 5,69
2026-05-15 13F Investment Counsel Co Of Nevada 4.002 0,38 1.048 1,95
2026-05-05 13F Golden Bell Financial Planning LLC 1.646 -1,56 431 0,00
2026-05-15 13F Briggs Wealth Management, Inc 13.068 2,28 3.423 3,85
2026-04-08 13F Dynamic Advisor Solutions LLC 31.803 0,21 8.330 1,75
2026-04-27 13F Sound Income Strategies, LLC 3.091 25,09 814 19,71
2026-05-11 13F Condor Capital Management 20.869 -2,35 5.466 -0,83
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 400 0,00 105 0,97
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-06 13F Shared Vision Wealth Group LLC 1.141 0,00 299 -4,49
2026-05-11 13F Founders Financial Alliance, LLC 5.118 -3,07 1.341 -1,54
2026-04-24 13F Capital Asset Advisory Services LLC 136.093 5,99 38.944 12,58
2026-02-06 13F HighTower Advisors, LLC Put 0 -100,00 0 -100,00
2026-05-07 13F Capital Performance Advisors Llp 42.079 2,71 11.021 4,30
2026-04-21 13F Powers Advisory Group, LLC 844 0,36 221 1,38
2026-05-06 13F Catalyst Capital Advisors LLC 350.327 8,15 91.758 9,82
2026-04-17 13F Nova R Wealth, Inc. 1.968 -9,81 515 -8,36
2026-05-13 13F Caitlin John, LLC 3.489 -3,33 914 -1,83
2026-05-15 13F Ancora Advisors, LLC 30.510 -0,41 7.991 1,13
2026-05-08 13F Moors & Cabot, Inc. 2.087 -8,14 547 -6,83
2026-04-23 13F BXM Wealth LLC 3.460 -94,89 906 8,37
2026-05-01 13F Riverview Trust Co 3.948 -3,38 1.034 -1,80
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 31.594 1,69 8.275 3,27
2026-04-23 13F Glass Jacobson Investment Advisors llc 14.281 8,89 3.740 10,59
2026-05-11 13F Investments & Financial Planning, LLC 148.729 -0,68 38.955 0,85
2026-05-04 13F 1 North Wealth Services Llc 582 7,58 152 9,35
2026-04-16 13F Allegheny Financial Group LTD 11.665 5,45 3.056 7,08
2026-05-06 13F Centennial Bank/AR/ 305 0,00 80 1,28
2026-04-22 13F Millburn Ridgefield Corp 350.327 8,15 91.758 9,82
2026-05-12 13F Ausdal Financial Partners, Inc. 21.598 2,34 5.657 3,93
2026-04-15 13F Tenzing Financial LLC 2.218 -0,05 612 6,99
2026-04-23 13F Partners Wealth Management, Llc 975 4,17 255 5,81
2026-05-15 13F Hancock Whitney Corp 2.199 67,35 625 84,91
2026-05-04 13F Hourglass Capital, Llc 4.925 1.290
2026-04-22 13F Gemmer Asset Management LLC 69.601 1,82 18.230 3,39
2026-05-14 13F Rialto Wealth Management, LLC 23.359 -2,60 6.118 -1,10
2026-05-05 13F Advantage Trust Co 1.065 0,00 279 1,46
2026-04-14 13F Lawood & Co 1.327 -0,30 348 1,17
2026-05-13 13F/A Jpmorgan Chase & Co 1.203.000 5,15 305.370 3,48
2026-05-06 13F Topel & Distasi Wealth Management, LLC 10.521 0,72 2.756 2,26
2026-04-14 13F Opal Wealth Advisors, LLC 1.578 24,64 413 26,69
2026-05-12 13F Causey Wealth LLC 12.982 -24,65 3.400 -23,49
2026-04-24 13F Lynx Investment Advisory 2.024 530
2026-04-03 13F Box Hill Private Wealth LLC 19.094 -1,08 5.001 0,44
2026-05-06 13F Private Wealth Asset Management, LLC 2.037 -8,94 534 -7,63
2026-04-20 13F Cherrydale Wealth Management, Llc 921 0,00 241 1,69
2026-05-14 13F Coastal Bridge Advisors, LLC 2.474 -3,06 648 -1,67
2026-04-28 13F DDD Partners, LLC 830 0,00 217 1,40
2026-04-29 13F Nilsine Partners, LLC 3.018 1,79 856 11,91
2026-04-10 13F Pure Financial Advisors, Inc. 126.682 0,21 33.180 1,75
2026-04-21 13F Aaron Wealth Advisors LLC 6.643 -13,14 1.740 -11,81
2026-05-15 13F Vestmark Advisory Solutions, Inc. 57.404 402,35 15.036 410,18
2026-05-15 13F Snowwater Investment Partners, Llc 3.667 16,12 960 17,94
2026-04-17 13F Sara-Bay Financial 2.542 2,38 666 2,94
2026-05-13 13F Capital Group Private Client Services, Inc. 60.344 5,13 15.805 6,75
2026-05-04 13F Procyon Private Wealth Partners, LLC 106.896 -1,76 27.998 -0,25
2026-05-13 13F Townsquare Capital Llc 3.151 -4,28 825 -2,83
2026-04-17 13F Aspen Capital Management, LLC 1.403 0,00 367 1,66
2026-04-23 13F Private Wealth Management Group, LLC 243 0,00 64 1,61
2026-04-21 13F AA Financial Advisors, LLC 128.019 -1,97 33.531 -0,46
2026-05-04 13F Stage Harbor Financial, Llc 20.587 -2,76 5.392 -1,25
2026-05-12 13F Columbia River Financial Group, LLC 11.314 1,61 3 0,00
2026-04-21 13F OneAscent Financial Services LLC 72.707 460,45 19.043 469,13
2026-05-01 13F Avion Wealth 83 -28,45 0
2026-04-15 13F Asset Allocation & Management Company, LLC 4.345 0,00 1 0,00
2026-05-22 13F Coastline Complete Wealth LLC 1.493 -24,67 391 -23,48
2026-05-15 13F First Manhattan Co 89.427 8,07 23.423 9,73
2026-05-01 13F Rakuten Securities, Inc. 334 -14,36 87 -13,00
2026-05-07 13F one8zero8, LLC 640 -1,08 168 0,60
2026-04-21 13F Parker Financial LLC 11.009 1,67 2.882 3,15
2026-05-12 13F Jane Street Group, Llc 189.512 1.027,91 49.637 1.045,27
2026-05-12 13F Jane Street Group, Llc Put 1.000 11,11 262 12,50
2026-01-28 13F Absher Wealth Management, Llc 0 -100,00 0
2026-04-22 13F Matauro, Llc 0 -100,00 0
2026-05-05 13F Allspring Global Investments Holdings, LLC 318 0,00 84 -1,19
2026-05-12 13F Jane Street Group, Llc Call 19.200 10,34 5.029 12,03
2026-05-13 13F Buckingham Strategic Partners 75.826 -8,65 19.861 -7,24
2026-05-11 13F Shepherd Financial Partners LLC 1.548 0,00 405 1,50
2026-05-01 13F Heritage Investment Group, Inc. 2.570 0,00 673 1,66
2026-04-14 13F William Mack & Associates, Inc. 1.199 -16,74 314 -15,36
2026-02-13 13F Pine Valley Investments Ltd Liability Co 8.438 -2,91 2.177 -1,54
2026-05-05 13F Noesis Capital Mangement Corp 1.117 -0,80 293 0,69
2026-04-08 13F Nestegg Advisors, Inc. 3.198 0,60 838 2,07
2026-04-29 13F Birch Hill Investment Advisors LLC 2.636 0,57 690 2,07
2026-05-01 13F Carnegie Capital Asset Management, LLC 5.284 -3,79 1.384 -2,26
2026-04-20 13F L.K. Benson & Company, P.C. 4.162 -0,24 1.090 1,30
2026-05-01 13F Emerald Investment Partners, Llc 4.003 4,08 1.048 5,65
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 9.297 -0,24 2.435 1,29
2026-04-16 13F Five Pine Wealth Management 32.797 0,14 8.590 1,69
2026-05-15 13F Keewaydin Investments LLC 3.722 3,19 975 4,73
2026-04-10 13F Octavia Wealth Advisors, LLC 10.430 -2,13 2.732 -0,62
2026-05-04 13F NWF Advisory Services Inc. 2.452 14,96 642 16,55
2026-05-04 13F N.E.W. Advisory Services LLC 12.741 2,35 3.337 3,92
2026-05-11 13F Nomura Asset Management Co Ltd 1.600 60,00 419 63,04
2026-04-15 13F Regatta Capital Group, Llc 3.798 0,00 995 1,53
2026-04-30 13F Sequoia Financial Advisors, LLC 27.537 -5,57 7.213 -4,12
2026-05-11 13F Catalyst Financial Partners Llc 4.415 20,73 1.156 22,59
2026-05-14 13F Klingman & Associates, LLC 10.463 -0,32 2.740 1,22
2026-05-11 13F SCS Capital Management LLC 219.708 75,23 57.546 77,92
2026-05-13 13F Invst, LLC 1.653 -7,71 433 -6,28
2026-05-08 13F Middleton & Co Inc/ma 1.730 0,00 453 1,57
2026-04-21 13F MBE Wealth Management, LLC 99.166 -1,77 25.974 -0,26
2026-04-15 13F Fifth Third Securities, Inc. 28.626 1,34 7.498 2,90
2026-05-14 13F Aries Wealth Management 65.524 12,90 17.162 14,64
2026-04-15 13F Peddock Capital Advisors, Llc 48.214 2,52 12.628 4,10
2026-05-11 13F Capital Square, LLC 1.799 -21,23 510 -13,58
2026-04-17 13F Astoria Strategic Wealth, Inc. 12.108 0,90 3.171 2,46
2026-05-12 13F Vista Private Wealth Partners. LLC 2.412 -8,39 695 11,38
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-05-12 13F Creative Planning 2.035.636 -4,24 533.174 -2,77
2026-04-16 13F Toth Financial Advisory Corp 180 0,00 47 2,17
2026-04-07 13F Park Avenue Securities Llc 288.401 3,38 76 5,63
2026-05-11 13F Valpey Financial Services, LLC 3.759 1,59 985 3,14
2026-05-15 13F Asset Management Group, Inc. 51.785 -0,04 13.564 1,50
2026-05-06 13F Zhang Financial LLC 9.744 2,56 2.552 4,16
2026-04-24 13F Jacobsen Capital Management 24.371 0,89 6.383 2,46
2026-05-12 13F Greenwich Wealth Management LLC 14.362 -0,01 4 0,00
2026-04-14 13F Moller Financial Services 136.177 2,79 35.667 4,37
2026-04-21 13F Marietta Wealth Management, LLC 71.731 0,38 18.788 1,93
2026-05-01 13F Strategic Wealth Advisors LLC 6.141 0,13 2 0,00
2026-05-15 13F Fairview Capital Investment Management, Llc 2.068 -61,04 542 -60,48
2026-04-03 13F First County Bank /CT/ 2.258 3,63 591 5,16
2026-05-04 13F Bedel Financial Consulting, Inc. 4.263 0,19 1.117 1,73
2026-05-15 13F Strategies Wealth Advisors, LLC 9.392 0,06 2.460 1,57
2026-04-21 13F Vise Technologies, Inc. 31.433 0,00 8.108 0,00
2026-05-06 13F German American Bancorp, Inc. 2.417 3,78 633 5,50
2026-05-11 13F Womack Financial LLC 1.057 0,00 277 1,47
2026-05-12 13F M&t Bank Corp 293.095 -6,60 76.767 -5,16
2026-05-14 13F Kilter Group LLC 9 -57,14 2 -60,00
2026-04-13 13F Garrett Investment Advisors LLC 8.851 -5,67 2.318 -4,21
2026-04-17 13F Morris Financial Concepts, Inc. 65 0,00 17 6,25
2026-04-08 13F Infinity Wealth Counsel, LLC 9.017 0,48 2.362 2,03
2026-04-23 13F Greenhouse Wealth Management, LLC 25.935 0,07 6.784 1,47
2026-05-12 13F Disciplined Investors, L.L.C. 1.379 0,15 361 1,69
2026-04-21 13F Yoffe Investment Management, LLC 14.338 0,00 3.755 1,54
2026-04-29 13F Sagace Wealth Management LLC 15.833 -0,70 4.147 0,83
2026-01-12 13F AllSquare Wealth Management LLC 2.678 0,00 681 7,26
2026-04-23 13F First Pacific Financial 1.106 -5,31 290 -3,99
2026-05-13 13F Corsicana & Co. 3.911 -1,54 867 -15,33
2026-04-27 13F Rareview Capital LLC 31.013 3,66 7.349 3,65
2026-05-11 13F Godfrey Financial Associates, Inc. 254 3,25 67 4,76
2026-05-15 13F New England Asset Management Inc 7.340 0,00 1.922 1,53
2026-04-28 13F Raleigh Capital Management Inc. 715 11,37 187 13,33
2026-05-20 13F SHUTTLEWORTH & Co 10.760 2.818
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 16.705 6,04 4.376 7,68
2026-05-11 13F REAP Financial Group, LLC 25.982 3,36 6.805 4,95
2026-04-14 13F Well Done, LLC 769 -6,67 201 -5,19
2026-04-20 13F Crane Advisory, LLC 63.769 -3,37 17.828 -0,76
2026-05-07 13F Summit Global Investments 5.316 338,61 1
2026-04-29 13F Cvfg Llc 920 241
2026-05-06 13F MorganRosel Wealth Management, LLC 4.440 -26,20 1.163 -25,08
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 53.331 -0,73 13.968 0,79
2026-04-20 13F Cardinal Point Capital Management, ULC 1.355 355
2026-05-06 13F Kitching Partners, Llc 8.433 31,15 2.210 33,23
2026-05-08 13F Tillman Hartley LLC 6.969 -2,02 1.825 -0,49
2026-04-14 13F Capital Asset Managemnet, LLC 3.563 0,82 933 2,41
2026-04-27 13F FSM Wealth Advisors, LLC 2.308 14,60 604 16,38
2026-05-14 13F Van Hulzen Asset Management, LLC 1.340 -4,42 351 -2,77
2026-04-21 13F Polaris Investment Advisors, LLC 0 -100,00 0
2026-05-11 13F Peak Retirement Planning, Inc. 34.533 497,25 9.045 506,57
2026-05-14 13F Peak Asset Management, LLC 7.346 -3,65 1.924 -2,19
2026-05-05 13F Northstar Financial Companies, Inc. 10.062 -4,95 2.636 -3,48
2026-04-27 13F TCI Wealth Advisors, Inc. 7.684 -0,18 2.013 1,36
2026-05-12 13F Entrust Financial Llc 4.196 -0,83 1.099 0,64
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-05-07 13F Conquis Financial Llc 434 0,00 123 9,91
2026-05-15 13F Wealth Analytics Partners, LLC 42.752 -1,47 11.198 0,04
2026-05-07 13F Confluence Wealth Services, Inc. 4.331 18,56 1.134 20,38
2026-04-06 13F Acima Private Wealth, Llc 217 0,00 57 1,82
2026-05-07 13F Allen Investment Management LLC 1.315 0,00 344 1,47
2026-05-14 13F Level Four Advisory Services, Llc 33.428 3,25 8.756 4,84
2026-04-23 13F Ewa, Llc 2.941 -18,53 770 -17,29
2026-05-05 13F Crestwood Advisors Group LLC 48.428 46,94 12.684 49,21
2026-05-14 13F Meridian Wealth Partners, LLC 3.197 -4,85 837 -3,35
2026-04-16 13F McClarren Financial Advisors, Inc. 55.739 0,16 14.599 3,28
2026-04-24 13F UMA Financial Services, Inc. 1.869 0,00 490 1,45
2026-04-27 13F Capital Investment Services of America, Inc. 0 -100,00 0
2026-04-10 13F Baker Tilly Financial, Llc 1.915 7,28 502 8,91
2026-04-24 13F Goldstone Financial Group, LLC 16.211 4.246
2026-04-24 13F TKG Advisors, LLC 785 -0,88 206 0,49
2026-04-28 13F Libra Wealth Llc 3.797 -2,47 995 -1,00
2026-05-15 13F Wealth Preservation Advisors, LLC 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-01 13F Trifecta Capital Advisors, LLC 355 0,00 93 1,10
2026-05-08 13F TPG Financial Advisors, LLC 7.760 -4,82 2.032 -3,38
2026-05-15 13F Peapack Gladstone Financial Corp 408.014 0,18 107 0,95
2026-04-17 13F New Covenant Trust Company, N.A. 5.541 -7,74 1.451 -7,58
2026-05-14 13F Gwn Securities Inc. 982 -3,82 257 -2,28
2026-04-30 13F North Capital, Inc. 3.729 0,38 977 1,88
2026-05-12 13F IFG Advisory, LLC 72 -97,87 19 -97,93
2026-05-01 13F Legacy Financial Strategies, LLC 0 -100,00 0
2026-05-12 13F Frisco Financial Planning LLC 54.623 0,56 14.307 2,11
2026-04-14 13F Value Investment Professionals, LLC 0 -100,00 0
2026-04-21 13F Sensible Money, LLC 1.159 -37,65 304 -36,74
2026-05-13 13F Pioneer Family Office, LLC 222 0,00 58 1,75
2026-05-07 13F Key Capital Management, INC 248 -38,46 65 -37,86
2026-05-13 13F Hill Island Financial Llc 3.347 -9,61 877 -8,27
2026-05-06 13F Spartan Wealth Advisory Services LLC 11.944 3.128
2026-05-04 13F Sigma Planning Corp 34.252 45,90 8.971 48,16
2026-05-14 13F Bank Of Hawaii 110.356 0,14 28.904 1,68
2026-04-29 13F Global Strategic Investment Solutions, LLC 5.241 0,19 1.373 1,70
2026-04-24 13F Eagle Bluffs Wealth Management LLC 3.512 -3,78 920 -2,34
2026-05-29 13F Keel Point, LLC 5.874 2,69 1.539 4,27
2026-05-21 13F Compass Capital Management, Inc 2.317 -2,65 607 -1,14
2026-05-01 13F Spectrum Financial Alliance Ltd LLC 45.501 0,69 11.918 2,24
2026-05-04 13F Evernest Financial Advisors, LLC 3.120 -0,35 885 1,49
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 8.085 -0,76 2.118 0,76
2026-04-08 13F Gilman Hill Asset Management, LLC 28.450 -5,71 7.452 -4,27
2026-04-13 13F Market Street Wealth Management Advisors Llc 7.515 -2,19 1.968 -0,66
2026-04-17 13F Viewpoint Capital Management LLC 10.453 0,00 2.738 1,52
2026-05-06 13F IMA Wealth, Inc. 1.185 3,22 310 4,73
2026-05-13 13F Wiregrass Investment Management Llc 2.018 0,00 529 1,54
2026-04-23 13F Investment Planning Advisors, Inc. 1.643 3,33 430 4,88
2026-05-05 13F Beaumont Financial Advisors, LLC 8.657 4,06 2.268 5,69
2026-04-29 13F KERR FINANCIAL PLANNING Corp 450 -34,69 116 -32,75
2026-05-08 13F Alps Advisors Inc 153.390 -11,23 40.176 -9,86
2026-04-23 13F Mayflower Financial Advisors, LLC 3.351 0,03 878 1,50
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 16.179 -4,08 4.238 -2,60
2026-04-15 13F Journey Strategic Wealth Llc 1.647 -4,41 431 -2,93
2026-01-30 13F BancorpSouth Bank 89.357 6,44 23.050 7,98
2026-04-27 13F HB Wealth Management, LLC 91.104 5,95 23.862 7,57
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 6.000 -6,25 1.572 -4,79
2026-04-08 13F Roberts Wealth Advisors, LLC 51.214 4,10 13.414 5,70
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 20 0,00 5 0,00
2026-05-07 13F Coastwise Capital Group, LLC 1.602 0,00 419 1,45
2026-05-04 13F Modus Advisors, LLC 4.212 -39,37 1.103 -38,45
2026-04-17 13F Cidel Asset Management Inc 5.334 -1,60 1.397 -0,07
2026-04-23 13F Northstar Asset Management Llc 43.621 2,01 11.425 3,58
2026-04-28 13F Nvest Financial, LLC 8.912 504,61 2.334 514,21
2026-05-12 13F Chapman Financial Group, Llc 90 0,00 24 0,00
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 87.707 3,55 22.972 5,15
2026-05-14 13F Zacks Investment Management 3.702 6,62 970 8,27
2026-04-13 13F Ullmann Financial Group, Inc. 1.968 0,00 515 2,79
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 78.768 -1,55 20.631 -0,04
2026-02-10 13F Garde Capital, Inc. Put 0 -100,00 0 -100,00
2026-05-15 13F Toroso Investments, LLC Put 22.800 3,17 5.972 4,75
2026-04-07 13F Armstrong Henry H Associates Inc 1.745 0,00 457 1,56
2026-05-15 13F Toroso Investments, LLC 69.254 -34,12 18.139 -33,10
2026-05-08 13F Vanguard Advisers Inc 115.543 30.263
2026-04-21 13F PDS Planning, Inc 52.005 -0,14 13.621 1,41
2026-05-15 13F Toroso Investments, LLC Call 22.800 3,17 5.972 4,75
2026-05-13 13F IF Advisors, LLC 17.518 1,11 4.588 2,66
2026-04-27 13F Osborne Partners Capital Management, Llc 1.203 0,00 315 1,61
2026-04-20 13F Sowell Financial Services LLC 7.047 -0,09 1.846 1,43
2026-04-21 13F Wise Wealth Partners 812 213
2026-04-16 13F Kavar Capital Partners Group, Llc 2.448 0,04 641 1,58
2026-05-08 13F Pnc Financial Services Group, Inc. 1.962.918 1,03 514.127 2,58
2026-04-28 13F Powerhouse Assets LLC 2.335 0,04 611 1,50
2026-05-12 13F Athena Investment Management 3.581 22,72 938 24,60
2026-04-30 13F Indivisible Partners 15.745 9,10 4.122 10,72
2026-04-20 13F Kearns & Associates LLC 39.066 0,10 10.232 1,64
2026-04-22 13F Goodman Advisory Group, LLC 0 -100,00 0
2026-04-15 13F Wolff Financial Management Llc 123.376 2,45 32.315 4,03
2026-05-15 13F Osbon Capital Management Llc 13.353 38,02 3.497 40,16
2026-05-15 13F Keating Financial Advisory Services, Inc. 3.401 -16,91 891 -15,64
2026-04-29 13F Montag A & Associates Inc 88.378 1,75 23.148 3,32
2026-05-08 13F Zions Bancorporation, National Association /ut/ 3.335 12,55 874 14,27
2026-04-17 13F Discipline Wealth Solutions, LLC 133.155 218,96 34.876 223,89
2026-05-05 13F Aspiring Ventures, LLC 1.285 0,00 337 1,51
2026-04-24 13F United Community Bank 958 3,68 251 5,04
2026-04-20 13F Lord & Richards Wealth Management, LLC 7.780 3,25 2.038 4,84
2026-05-01 13F Pittenger & Anderson Inc 260.494 -0,46 68.228 1,07
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-04-17 13F Charter Trust Co 2.146 16,82 562 18,82
2026-05-13 13F D L Carlson Investment Group Inc 774 203
2026-04-17 13F Signal Advisors Wealth, LLC 65.255 64,62 17.091 67,15
2026-05-08 13F King Luther Capital Management Corp 503 0,40
2026-04-21 13F Financial Planning Hawaii, Inc. 7.989 4,60 2.092 6,19
2026-04-08 13F Arlington Trust Co LLC 1.193 1.225,56 312 1.256,52
2026-04-23 13F Farmers & Merchants Investments Inc 14.578 2,69 3.818 4,29
2026-05-11 13F Hall Capital Management Co Inc 6.321 -0,57 1.798 9,64
2026-01-27 13F Northern Financial Advisors Inc 0 -100,00 0
2026-05-07 13F Johnson Financial Group, Inc. 15.662 -5,76 4.102 -4,32
2026-05-13 13F American Investment Services, Inc. 25.368 1,65 6.645 3,22
2026-04-13 13F LexAurum Advisors, LLC 1.617 -51,90 424 -50,53
2026-04-29 13F Your Advocates Ltd., LLP 109 0,00 29 0,00
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-30 13F Petix & Botte Co 6.679 -53,19 3.499 -4,92
2026-05-01 13F Innovative Wealth Building LLC 3.914 1,53 1.025 3,12
2026-04-30 13F Millstone Evans Group, LLC 1.624 7,84 425 9,54
2026-05-05 13F Thayer Partners, LLC / MA 2.484 1,31 651 2,85
2026-05-12 13F Fiera Capital Corp 4.202 -15,88 1.101 -14,60
2026-04-24 13F Kendall Capital Management 5.910 0,00 1.548 1,51
2026-04-27 13F Revisor Wealth Management LLC 6.368 8,97 1.668 5,17
2026-05-11 13F/A GFS Advisors, LLC 21.325 0,71 5.585 2,25
2026-05-15 13F Breakwater Investment Management 758 0,00 199 1,54
2026-05-07 13F Legacy Wealth Managment, LLC/ID 577 -15,64 151 -14,20
2026-05-15 13F National Philanthropic Trust 4.474 0,00 1.172 1,47
2026-04-24 13F Argent Advisors, Inc. 828 0,00 217 1,41
2026-05-06 13F Dunhill Financial, LLC 63.623 10,88 16.664 13,67
2026-05-07 13F Meeder Advisory Services, Inc. 27.161 2,47 7.114 4,04
2026-05-15 13F Evelyn Partners Asset Management Ltd 1.047 274
2026-05-05 13F Leo Wealth, LLC 2.353 -5,16 616 -3,75
2026-05-14 13F Cito Capital Group, LLC 1.000 0
2026-04-22 13F Investment Advisory Group, LLC 11.818 -0,63 3.095 0,91
2026-04-15 13F Curran Financial Partners, LLC 96.187 11,18 25.193 12,90
2026-04-22 13F Foundation Wealth Management, LLC\PA 1.351 8,51 354 9,97
2026-05-12 13F Ark & Tlk Investments, Llc 3.169 -0,28 830 1,34
2026-04-24 13F Vision Capital Management, Inc. 1.851 0,22 485 1,68
2026-05-11 13F Fortis Capital Management LLC 3.575 0,08 936 1,63
2026-05-05 13F Sandy Cove Advisors, LLC 33.345 0,51 8.734 2,04
2026-05-05 13F BlueChip Wealth Advisors LLC 1.290 338
2026-04-29 13F Penobscot Investment Management Company, Inc. 1.891 -18,60 495 -17,36
2026-04-07 13F First Financial Corp /in/ 19.392 1,35 5.079 2,92
2026-05-14 13F CIBC World Markets Inc. 6.931 2,61 1.815 4,19
2026-05-07 13F Amara Financial, Llc. 5.547 0,33 1.453 1,82
2026-05-14 13F Catalytic Wealth RIA, LLC 7.661 8,67 2.006 10,34
2026-05-08 13F Jackson Hole Capital Partners, LLC 39 0,00 10 0,00
2026-05-15 13F Aqr Capital Management Llc 108.081 15,26 28.309 17,04
2026-04-16 13F Flywheel Private Wealth LLC 2.572 0,00 674 1,51
2026-04-08 13F Wisconsin Wealth Advisors, LLC 6.268 4,76 1.642 6,35
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1.224 -14,04 333 -14,62
2026-04-22 13F M3 Advisory Group, LLC 4.978 5,51 1.304 7,15
2026-05-05 13F UBS Group AG 4.408.647 12,58 1.154.713 14,31
2026-05-12 13F Kirtland Hills Capital Management, Llc 11.395 -18,17 3.236 -9,94
2026-04-07 13F Trinity Financial Advisors LLC 5.209 -0,33 1.364 1,26
2026-04-17 13F Webster Bank, N. A. 26.143 -5,16 6.847 -3,70
2026-05-08 13F Wilkerson Advisory Group LLC 42 0,00 11 10,00
2026-04-20 13F Jfs Wealth Advisors, Llc 11.138 2,42 2.917 3,99
2026-05-08 13F Arthur M. Cohen & Associates, Llc 800 0,00 211 1,94
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 2.913 0,97 763 2,42
2026-02-05 13F Center for Financial Planning, Inc. 255.199 0,59 65.829 2,05
2026-05-14 13F White Lighthouse Investment Management Inc. 26.925 9,52 7.052 11,21
2026-04-10 13F RTD Financial Advisors, Inc. 22.161 1,15 5.804 2,71
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 1.341 0,15 351 1,74
2026-05-05 13F Keyvantage Wealth, Llc 20.137 2,07 5.274 3,64
2026-04-02 13F Noble Wealth Management PBC 8.160 0,33 2.137 1,91
2026-04-23 13F Moss Adams Wealth Advisors LLC 3.097 0,00 811 1,63
2026-05-07 13F Latigo Investments, LLC 30.671 0,00 8.033 1,54
2026-04-08 13F Sax Wealth Advisors, Llc 11.885 0,00 3.066 0,00
2026-06-01 13F Dala Group, LLC 3.630 951
2026-05-13 13F Fund Advisors of America Inc/FL 2.781 0,18 728 1,68
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 27.097 476,29 7.097 485,56
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-05-04 13F Geneos Wealth Management Inc. 6.357 16,51 1.665 18,34
2026-04-14 13F Compton Wealth Advisory Group, LLC 77.948 1,07 20.532 3,21
2026-04-21 13F Alpine Bank Wealth Management 14.969 -2,41 3.921 -0,91
2026-05-08 13F Tandem Financial, LLC 12.307 3.223
2026-04-27 13F Evolution Wealth Management Inc. 543 22,85 142 24,56
2026-05-15 13F Bragg Financial Advisors, Inc 12.839 -0,47 3.363 1,05
2026-04-08 13F Capital Advisors Wealth Management, LLC 42.381 61,63 11.100 64,13
2026-05-15 13F/A Prepared Retirement Institute LLC 28.024 -2,38 7.340 -0,86
2026-04-20 13F Provenance Wealth Advisors, LLC 38 0,00 10 0,00
2026-04-15 13F Steinberganna Wealth Management 1.046 6,19 274 7,87
2026-04-20 13F Fiduciary Alliance LLC 5.208 8,16 1.449 16,67
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-09 13F McNamara Financial Services, Inc. 11.116 -3,21 2.912 -1,72
2026-04-13 13F Thayer Financial, L.L.C. 19.621 4,94 5.139 6,55
2026-04-20 13F Verus Financial Partners, Inc. 3.214 -2,64 898 -0,66
2026-04-29 13F Strategic Blueprint, LLC 10.909 -7,41 2.857 -5,99
2026-05-05 13F Sofi Wealth, Llc 25 -26,47 7 -25,00
2026-05-06 13F Jag Capital Management, Llc 4.627 0,00 1.212 1,51
2026-04-20 13F Naples Global Advisors, Llc 4.052 0,60 1.061 2,12
2026-05-08 13F Marshall Investment Management, Llc 309 81
2026-05-06 13F Wall Street Financial Group, Inc. 65 17
2026-01-29 13F Vanguard Group Inc 643.588 4,44 166.014 5,95
2026-02-17 13F Snowden Capital Advisors LLC 25.397 -2,12 6.551 -1,01
2026-05-08 13F Addison Advisors LLC 133 0,00 35 0,00
2026-05-12 13F Community Bank, N.A. 875 0,00 229 1,78
2026-05-11 13F Commerce Bank 35.006 54,82 9.169 57,20
2026-05-14 13F Ballast Financial Advisors LLC 3.438 7,17 901 8,83
2026-05-04 13F V2 Financial group LLC 3.614 5,89 947 7,50
2026-04-28 13F Stratos Wealth Advisors, LLC 1.671 -93,81 438 -93,73
2026-05-14 13F North Ridge Wealth Advisors, Inc. 915 0,00 240 1,27
2026-05-15 13F Ameriprise Financial Inc 2.197.074 -8,41 575.346 -6,99
2026-04-29 13F Proactive Wealth Strategies LLC 1.432 375
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3.112 -0,70 815 0,87
2026-04-02 13F Crumly & Associates Inc. 1.025 5,67 268 7,20
2026-04-22 13F Foundry Financial LLC 1.151 -24,23 302 -23,02
2026-04-13 13F Cordant, Inc. 14.404 -3,81 3.773 -2,33
2026-04-16 13F Annex Advisory Services, LLC 25.657 -10,00 6.720 -8,61
2026-04-30 13F Kestra Advisory Services, LLC 279.931 33,29 73.320 35,34
2026-05-12 13F/A Granite FO LLC 328 0,00 86 1,19
2026-04-30 13F Arista Wealth Management, LLC 3.298 0,00 864 1,53
2026-05-01 13F Hohimer Wealth Management, Llc 9.427 2.469
2026-04-28 13F Bogart Wealth, LLC 870 -23,88 228 -22,79
2026-04-28 13F Flagship Harbor Advisors, Llc 35.848 -0,16 9.389 1,37
2026-04-29 13F Addison Capital Co 4.775 -75,39 1.251 -75,02
2026-05-14 13F O'ROURKE & COMPANY, Inc 4.952 -4,86 1.297 -3,35
2026-05-14 13F Provida Pension Fund Administrator 0 -100,00 0 -100,00
2026-05-13 13F Ankerstar Wealth, LLC 9 2
2026-01-16 13F Oldfather Financial Services, LLC 32.013 0,09 8.258 1,54
2026-04-01 13F Beacon Wealthcare LLC 887 0,00 232 1,75
2026-04-13 13F John W. Brooker & Co., CPAs 4.807 127,39 1.259 131,01
2026-04-16 13F Ironwood Financial, llc 7.353 2,21 1.926 -1,69
2026-04-22 13F TruNorth Capital Management, LLC 1.569 0,00 411 1,49
2026-04-20 13F First Bancorp, Inc /ME/ 31.647 2,35 8.289 3,92
2026-04-07 13F Anderson Hoagland & Co 7.373 0,57 1.931 2,12
2026-05-14 13F Entrewealth, Llc 861 0,00 225 -5,46
2026-05-15 13F Westwood Holdings Group Inc 30.385 0,97 7.958 2,53
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-13 13F IFP Advisors, Inc 34.328 -2,68 8.991 -1,18
2026-04-10 13F Novem Group 2.385 -7,81 625 -6,45
2026-05-04 13F Lifeworks Advisors, LLC 1.750 2,40 458 4,09
2026-04-24 13F Smithbridge Asset Management Inc/de 8.143 2.133
2026-04-29 13F SAM Advisors, LLC 73.572 1,39 19.270 2,95
2026-05-06 13F Cedar Point Capital Partners, LLC 1.451 -1,23 380 0,53
2026-04-08 13F Winter & Associates, Inc. 12.630 40,12 3.353 44,22
2026-05-15 13F Wit, Llc 264.221 -0,05 69.205 1,49
2026-05-05 13F Regions Financial Corp 174.447 3,81 45.691 5,40
2026-04-09 13F DHJJ Financial Advisors, Ltd. 821 1,11 215 2,87
2026-05-12 13F Beck Mack & Oliver Llc 830 -10,75 217 -9,21
2026-05-29 13F Krane Financial Solutions LLC 35.096 9.192
2026-04-22 13F Coastal Investment Advisors, Inc. 387 0,26 101 2,02
2026-05-05 13F SOUTH STATE Corp 37.022 -6,87 9.697 -5,43
2026-04-28 13F Kingswood Wealth Advisors, Llc 43.816 28,96 11.476 30,94
2026-05-05 13F Coquina Private Wealth LLC 1.532 -1,54 401 0,00
2026-05-04 13F Texas Yale Capital Corp. 31.052 4,86 8.133 6,48
2026-05-15 13F Mercer Global Advisors Inc /adv 3.328.890 4,19 871.903 5,79
2026-05-14 13F C M Bidwell & Associates Ltd 5.772 -4,04 1.512 -2,58
2026-04-23 13F Drucker Wealth 3.0, LLC 72.899 -0,27 19.094 1,27
2026-05-11 13F Rinkey Investments 31.727 2,97 8.310 4,54
2026-02-06 13F GPS Wealth Strategies Group, LLC 5 -98,68 1 -98,96
2026-05-01 13F Kaizen Financial Strategies 2.148 50,74 600 63,49
2026-05-04 13F Optima Capital Llc 1.094 17,13 287 19,17
2026-05-11 13F Salomon & Ludwin, LLC 17.743 -4,28 4.696 -4,40
2026-04-20 13F Cottage Street Advisors LLC 895 0,22 234 1,74
2026-05-11 13F Great Lakes Advisors, Llc 13.834 -2,52 3.623 -1,01
2026-04-15 13F Code Waechter LLC 42.027 10,71 11.008 12,41
2026-04-15 13F Gradient Capital Advisors, LLC 12.940 -0,74 3.389 0,80
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 5.977 -4,63 1.566 -3,16
2026-02-12 13F Penserra Capital Management LLC 0 -100,00 0
2026-04-28 13F Southern Michigan Bank & Trust 802 210
2026-05-01 13F Strategic Financial Partners, Ltd. 4.883 -0,10 1.279 1,43
2026-04-17 13F Roxbury Financial LLC 125 0,00 33 0,00
2026-04-29 13F Capstone Wealth Management Group, Llc 4.906 0,00 1.285 1,50
2026-05-01 13F Financial Advisory Partners, Llc 16.625 7,27 4.354 8,93
2026-05-06 13F Meridian Wealth Management, LLC 21.774 -0,29 5.513 1,14
2026-05-28 13F Cozad Asset Management Inc 31.304 0,04 8.199 1,59
2026-05-14 13F Allworth Financial LP 68.585 -1,05 17.964 0,48
2026-05-15 13F Quest Investment Management Llc 24.735 18,06 6.479 19,87
2026-04-21 13F Tritonpoint Wealth, Llc 12.717 8,06 3.331 9,72
2026-04-22 13F Spire Wealth Management 5.466 -5,12 1.432 -3,64
2026-04-27 13F River's Edge Wealth Management, Llc 1.616 -1,34 458 1,33
2026-04-01 13F Vigilare Wealth Management 1.800 -75,98 472 -75,62
2026-05-07 13F AlTi Global, Inc. 4.343 -29,84 1.138 -28,76
2026-05-08 13F Atlantic Private Wealth, LLC 334 0,00 88 1,16
2026-04-20 13F Foster Victor Wealth Advisors, LLC 1.165 6,49 324 7,64
2026-04-22 13F Onyx Bridge Wealth Group LLC 8.966 -0,01 2.349 1,56
2026-04-08 13F WealthCare Investment Partners, LLC 2.118 0,28 564 1,99
2026-04-28 13F Novus Advisors, Llc 943 0,21 247 1,65
2026-05-11 13F Cascade Wealth Advisors, Inc 2.123 -1,07 612 4,27
2026-04-20 13F Tranquility Partners, LLC 6.048 5,92 1.584 7,61
2026-05-08 13F Private Management Group Inc 924 -9,77 242 -8,33
2026-04-03 13F Coastline Trust Co 3.560 -20,38 932 -19,17
2026-04-08 13F Stonebridge Financial Group, LLC 1.439 0,07 377 1,62
2026-05-07 13F Carl P. Sherr & Co., LLC 6.540 3,07 1.713 0,00
2026-04-23 13F Forum Financial Management, LP 1.628 37,50 426 39,67
2026-05-06 13F Clifford Swan Investment Counsel Llc 5.627 -6,67 1.474 -5,27
2026-05-11 13F First Financial Bankshares Inc 1.788 0,00 468 1,52
2026-05-04 13F Calamos Wealth Management LLC 18.022 0,94 4.720 2,50
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Curio Wealth, Llc 73 -53,50 19 -53,66
2026-04-20 13F KFA Private Wealth Group, LLC 18.388 -1,55 4.816 -0,02
2026-04-23 13F Midwest Financial Partners Investments, Inc. 15.758 -2,53 4.127 -1,03
2026-04-28 13F Lee Danner & Bass Inc 3.956 -0,10 1.036 1,47
2026-04-28 13F Grange Capital, LLC 3.579 -33,59 937 -32,54
2026-05-14 13F Nicolet Bankshares Inc 51.226 688,33 13.468 703,52
2026-05-15 13F Huntington National Bank 93.289 31.055 200,79
2026-05-06 13F Revere Asset Management, Inc 867 0,00 227 1,79
2026-05-14 13F HighPoint Advisor Group LLC 12.423 3,34 3.254 4,94
2026-05-15 13F Capstone Wealth Management, Inc. 2.297 -1,54 608 0,50
2026-05-04 13F Copia Wealth Management 10 0,00 3 0,00
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6.964 0,29 1.824 1,84
2026-04-20 13F Live Oak Private Wealth LLC 1.373 0,00 360 1,41
2026-05-13 13F Mpwm Advisory Solutions, Llc 2.757 -8,31 722 -6,84
2026-05-15 13F Perennial Investment Advisors, LLC 6.762 -1,91 1.772 -0,39
2026-04-22 13F Benchmark Financial, LLC 1.080 283
2026-04-29 13F Harbour Capital Advisors, LLC 721 205
2026-05-14 13F Keebeck Wealth Management, LLC 2.449 -2,27 642 -0,77
2026-05-06 13F Deutsche Bank Ag\ 3.854 -41,31 1.009 -40,40
2026-05-11 13F Manchester Capital Management LLC 18.087 -4,30 4.737 -2,83
2026-05-15 13F Mittelman Wealth Management 11.683 -25,37 3.060 -24,22
2026-04-10 13F Level Financial Advisors, Inc. 9.503 13,10 2.489 14,86
2026-04-27 13F JM2 Capital Inc. 2.096 0,00 549 1,48
2026-05-06 13F Cornerstone Planning Group LLC 101 -62,87 29 -62,16
2026-04-28 13F Argonautica Private Wealth Management, Inc 9.436 2,33 2.471 3,91
2026-05-13 13F Brinker Capital Investments, LLC 120.685 3,44 31.610 5,03
2026-04-30 13F Pearl Planning LLC 3.442 -0,12 902 1,46
2026-04-24 13F Charter Oak Capital Management, LLC 4.443 14,51 1.164 16,30
2026-05-08 13F Rik Saylor Financial, Inc. 1.813 0,11 475 1,50
2026-04-22 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-04-22 13F Jim Saulnier & Associates, Llc 2.090 33,04 547 35,06
2026-04-22 13F Rainey & Randall Investment Management Inc. 71.747 4,86 18.792 6,48
2026-04-27 13F Mount Yale Investment Advisors, LLC 15.883 69,44 4.160 72,04
2026-05-12 13F One Capital Management, LLC 21.145 -1,41 5.539 0,11
2026-04-24 13F Wealth Care LLC 2.110 553
2026-05-14 13F VestGen Advisors, LLC 73.013 107,67 20.906 130,51
2026-04-08 13F Lpwm Llc 2.523 7,18 661 8,73
2026-04-13 13F Advocate Group Llc 8.102 8,01 2.122 9,72
2026-04-28 13F MBL Wealth, LLC 2.700 0,00 707 1,58
2026-05-15 13F Signal Tree Financial Partners Llc 26.226 9,27 6.869 10,95
2026-04-28 13F Meridian Investment Counsel Inc. 6.611 3,35 1.732 4,91
2026-04-13 13F/A Sunburst Financial Group, LLC 5.012 -23,81 1.313 -22,64
2026-05-14 13F Smith Asset Management Co., LLC 3.255 4,70 853 6,37
2026-05-01 13F Osprey Private Wealth LLC 1.858 67,69 487 70,53
2026-05-15 13F Security National Bank Of So Dak 4.110 -1,51 1.076 0,00
2026-04-17 13F Swp Financial Llc 9.371 -3,31 2.454 -1,84
2026-04-22 13F Pinnacle Bancorp, Inc. 2.675 8,70 701 10,41
2026-04-17 13F Gibson Capital, LLC 5.176 0,00 1.356 1,50
2026-04-24 13F BetterWealth, LLC 1.230 322
2026-04-20 13F Kennicott Capital Management Llc 4.895 -5,48 1.282 -3,97
2026-05-15 13F Smartleaf Asset Management LLC 39.554 16,28 10.040 13,32
2026-04-20 13F Ronald Blue Trust, Inc. 9.463 -2,43 2.479 -0,92
2026-05-14 13F Baird Financial Group, Inc. 810.773 4,13 212.358 5,74
2026-04-08 13F Aurelius Family Office LLC 23.464 1,82 6.146 0,66
2026-05-05 13F Midwestern Financial, LLC /IA 1.831 0,38 480 1,91
2026-05-07 13F REDW Wealth LLC 1.580 -14,87 414 -13,60
2026-04-09 13F Everhart Financial Group, Inc. 5.951 -1,11 1.559 0,39
2026-01-15 13F GEN Financial Management, INC. 0 -100,00 0
2026-05-12 13F Moneta Group Investment Advisors Llc 509.817 0,59 133.531 2,14
2026-04-15 13F Websterrogers Financial Advisors, Llc 2.796 6,92 732 8,61
2026-05-04 13F Glassman Wealth Services 3.680 0,00 964 1,48
2026-05-15 13F Pursuit Wealth Strategies, Llc 63 36,96 17 45,45
2026-05-11 13F Foundations Investment Advisors, LLC 9.532 -7,91 2.497 -6,52
2026-05-01 13F Northcape Wealth Management, Llc 1.137 0,98 298 2,41
2026-04-10 13F Auto-Owners Insurance Co 281.628 0,00 73.764 1,54
2026-04-13 13F Gill Capital Partners, Llc 29.373 1,96 7.693 3,54
2026-04-21 13F Creative Capital Management Investments LLC 150 0,00 39 2,63
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-05-08 13F Urban Financial Advisory Corp 2.060 15,08 540 16,92
2026-04-15 13F Meridian Financial Partners LLC 2.270 41,88 603 36,20
2026-05-04 13F Westside Investment Management, Inc. 10.760 1,99 2.823 3,52
2026-02-11 13F Parallel Advisors, LLC 157.169 -0,59 40.554 0,88
2026-04-14 13F Arvest Investments, Inc. 22 0,00 6 0,00
2026-05-15 13F Manufacturers Life Insurance Company, The 98.179 -11,24 25.714 -9,95
2026-04-17 13F BCS Wealth Management 8.255 -49,15 2.162 -48,36
2026-04-21 13F Creekside Partners 28.226 1,14 7.393 2,71
2026-04-28 13F Nbt Bank N A /ny 1.971 1,76 516 -5,32
2026-05-06 13F Avalon Trust Co 1.010 -8,18 265 -6,71
2026-04-24 13F Essex Financial Services, Inc. 26.921 6,58 7.051 8,23
2026-05-13 13F Choate Investment Advisors 10.744 135,98 2.814 139,61
2026-05-05 13F Capital Investment Advisory Services, LLC 3.575 0,25 936 1,85
2026-05-15 13F Glen Eagle Advisors, LLC 846 -12,06 222 -10,89
2026-04-08 13F Beacon Financial Strategies CORP 40.062 -3,02 10.493 -1,53
2026-04-20 13F GSB Wealth Management, LLC 1.299 0,39 340 2,10
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 1.212 0,00 344 9,94
2026-04-23 13F Spinnaker Trust 2.262 -18,90 592 -17,66
2026-04-15 13F Wealthcare Capital Management Llc 893 234
2026-05-15 13F Dimension Capital Management Llc 6.275 -10,77 1.644 -9,38
2026-04-22 13F Parcion Private Wealth LLC 2.069 542
2026-04-07 13F Farther Finance Advisors, LLC 50.100 13,05 13.197 15,45
2026-04-30 13F Cedar Mountain Advisors, LLC 5 0,00 1 0,00
2026-05-11 13F Montis Financial, LLC 1.491 0,00 391 1,56
2026-04-16 13F Everstar Asset Management, LLC 960 0,00 251 1,62
2026-05-01 13F Sovran Advisors, LLC 6.657 7,81 1.893 11,22
2026-05-07 13F Sage Financial Group Inc 53.701 1,00 14.065 2,56
2026-05-07 13F JMG Financial Group, Ltd. 20.355 2,90 5.331 4,49
2026-05-07 13F Crewe Advisors LLC 85.513 0,00 22.398 1,54
2026-04-15 13F Scott Capital Advisors, LLC 135.454 0,46 36.858 5,97
2026-04-30 13F ATX Financial Planning, LLC 1.270 -81,01 333 -80,75
2026-05-05 13F Investment Partners, Ltd. 6.611 -1,80 1.731 -0,29
2026-05-13 13F 49 Wealth Management, Llc 1.673 0,18 438 1,86
2026-04-30 13F Graetz Wealth LLC 5.544 0,33 1.452 1,89
2026-04-29 13F Patron Partners Advisors, Llc 6.289 -2,03 1.647 -0,48
2026-02-11 13F Winnow Wealth Llc 0 -100,00 0
2026-04-30 13F Hegarty Advisors, LLC 4.714 -0,95 1.235 0,41
2026-05-04 13F King Wealth 5.381 0,00 1 0,00
2026-04-16 13F Capstone Wealth Management Group LLC 5.899 8,02 1.545 9,73
2026-04-28 13F Indiana Trust & Investment Management CO 1.130 0,00 296 1,37
2026-05-11 13F Allianz Se 245 -99,57 64 -99,56
2026-04-16 13F Park National Corp /oh/ 7.571 62,26 1.983 64,75
2026-04-29 13F Cambridge Capital Management, Llc 26.320 9,97 6.894 11,66
2026-04-21 13F Claro Advisors LLC 18.800 2,95 4.924 4,54
2026-05-18 13F Arkadios Wealth Advisors 18.887 5,90 4.947 7,52
2026-05-04 13F Hibernia Wealth Partners, LLC 4.595 10,30 1.204 11,91
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 7.934 2.078
2026-04-20 13F Apella Capital, LLC 142.227 0,94 40.488 11,39
2026-04-21 13F Mesirow Financial Investment Management, Inc. 28.196 13,90 7.385 15,64
2026-04-24 13F Zwj Investment Counsel Inc 1.428 0,14 374 1,63
2026-05-04 13F Lutz Financial Services LLC 2.541 0,00 666 1,53
2026-05-13 13F Fortress Private Ledger, Llc 2.355 25,00 617 27,01
2026-04-17 13F Richards, Merrill & Peterson, Inc. 62 0,00 16 6,67
2026-05-13 13F Schoolcraft Capital LLC 6.699 -1,00 1.755 0,52
2026-01-29 13F Comerica Bank 358.110 0,28 92.375 1,73
2026-04-29 13F Resonant Capital Advisors, LLC 1.302 0,00 341 1,79
2026-05-13 13F Truvestments Capital Llc 2.948 2,79 772 4,47
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-04-29 13F Walker Financial Services, Inc. 986 0,31 258 1,98
2026-05-07 13F EPG Wealth Management LLC 53 0,00 14 0,00
2026-05-08 13F Horizon Family Wealth, Inc. 12.732 0,43 3.335 1,99
2026-05-08 13F Generation Capital Management LLC 0 -100,00 0
2026-04-06 13F Highline Wealth Partners Llc 9.197 32,25 2.409 34,30
2026-05-07 13F Manuka Financial, LLC 7.091 -0,31 1.857 1,25
2026-05-04 13F Principal Financial Group Inc 2.244 0,00 588 1,56
2026-05-14 13F Schroder Investment Management Group 244 -62,40 64 -62,28
2026-05-08 13F Prime Capital Investment Advisors, LLC 16.764 -0,34 4.391 1,18
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-05-06 13F May Hill Capital, LLC 22.006 -5,22 5.764 -3,77
2026-05-11 13F Integrity Alliance, Llc. 8.220 19,72 2.153 21,57
2026-04-08 13F Selby Wealth Management, LLC 5.320 -1,95 1.393 -0,43
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 4.880 -13,86 1.278 -12,53
2026-05-12 13F Ballast Advisors Llc 64 0,00 0 -100,00
2026-04-24 13F Abacus Wealth Partners, LLC 3.199 -11,97 838 -10,67
2026-04-27 13F Portland Financial Advisors Inc 1.195 0,00 313 1,30
2026-05-06 13F Simon Quick Advisors, Llc 86.104 8,23 22.552 9,90
2026-05-11 13F Camden Capital, LLC 2.897 0,00 759 1,47
2026-05-15 13F Blueprint Investment Partners LLC 15.934 2,46 4.173 4,04
2026-05-14 13F Traction Financial Partners, LLC 1.168 -8,46 306 -7,29
2026-04-08 13F Pioneer Wealth Management Group 6.869 -4,91 1.799 -3,44
2026-05-14 13F Clarkston Capital Partners, LLC 0 -100,00 0
2026-05-07 13F Dakota Wealth Management 48.744 -2,94 12.767 -1,45
2026-05-15 13F Sierra Capital LLC 7.550 0,00 2 0,00
2026-05-15 13F Bank Of America Corp /de/ 21.634.424 -7,66 5.666.488 -6,24
2026-04-23 13F Cornerstone Wealth Management, LLC 20.419 3,71 5.348 5,32
2026-04-27 13F Baer Investment Advisory LLC 2.864 750
2026-05-13 13F Ameritas Investment Partners, Inc. 13.117 0,22 3.436 1,75
2026-04-13 13F Chesley Taft & Associates LLC 37.423 -2,46 9.802 -0,97
2026-04-16 13F Sheets Smith Wealth Management 1.361 0,00 356 1,42
2026-02-13 13F Colony Group, LLC 260.127 -76,88 67.104 -76,55
2026-05-08 13F Schrum Private Wealth Management LLC 6.068 2,05 1.590 3,65
2026-04-28 13F Altfest L J & Co Inc 1.132 296
2026-05-15 13F Gateway Wealth Partners, LLC 50.797 4.237,92 13.305 4.305,30
2026-05-15 13F TCG Advisory Services, LLC 8.041 99,13 2.106 102,31
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2026-05-06 13F American Financial & Tax Strategies Inc 1.796 0,00 470 1,51
2026-05-07 13F Midland Wealth Advisors Llc 3.141 -0,48 823 0,98
2026-05-14 13F EP Wealth Advisors, Inc. 106.288 -8,21 27.839 -6,80
2026-04-27 13F Transcendent Capital Group LLC 2.486 -1,00 651 0,62
2026-04-28 13F Bfsg, Llc 198 0,00 52 2,00
2026-05-15 13F Pin Oak Investment Advisors Inc 160 0,00 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 1.035 -35,27 271 -34,22
2026-04-30 13F Nuveen, LLC 91.205 12,49 23.888 14,22
2026-05-14 13F SWAN Capital LLC 0 -100,00 0
2026-05-05 13F Dahring | Cusmano Llc 1.761 0,40 461 1,99
2026-05-08 13F Coldstream Capital Management Inc 320.036 2,15 83.824 3,72
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 172.797 0,28 45.259 1,82
2026-05-27 13F Security Financial Services, INC. 10.354 -2,67 2.712 -1,20
2026-05-14 13F Sloy Dahl & Holst, LLC 1.507 9,52 395 11,30
2026-04-22 13F Harbor Asset Planning, Inc. 1.341 0,30 351 1,74
2026-04-08 13F Evanson Asset Management, LLC 16.670 3,12 4.366 4,73
2026-04-22 13F BluePath Capital Management, LLC 2.102 55,01 550 57,59
2026-04-15 13F City Holding Co 2.121 0,14 556 1,65
2026-05-15 13F Df Dent & Co Inc 1.562 3,44 409 5,14
2026-04-23 13F Fairway Wealth LLC 9.919 3,95 2.598 5,53
2026-05-01 13F FDx Advisors, Inc. 8.004 0,83 2 0,00
2026-05-01 13F Team Financial Group, LLC 68 -17,07 18 -19,05
2026-05-04 13F Retirement Income Solutions, Inc 880 0,00 230 1,77
2026-05-11 13F Clark Estates Inc/ny 1.350 0,00 354 1,44
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 2.398 -0,50 628 0,97
2026-04-28 13F Canvas Wealth Advisors, LLC 11.920 0,40 3.122 1,96
2026-05-07 13F Oak Harbor Wealth Partners, Llc 3.884 50,43 1.017 52,70
2026-04-23 13F Embree Financial Group 7.447 0,22 1.950 1,77
2026-05-12 13F Tme Financial, Inc. 4.827 -11,63 1.264 -10,23
2026-05-12 13F Bnp Paribas Arbitrage, Sa 3 -50,00 1 -100,00
2026-05-04 13F Mattern Capital Management, Llc 926 -59,44 243 -58,84
2026-05-12 13F Ameritas Advisory Services, LLC 52.151 -3,15 13.659 -1,66
2026-04-10 13F Waldron Private Wealth LLC 16.734 -17,11 4.383 -15,83
2026-04-13 13F Gibraltar Capital Management, Inc. 280.039 0,47 73.348 2,02
2026-05-14 13F Blalock Williams, Llc 862 -11,32 226 -10,00
2026-04-17 13F Guyasuta Investment Advisors Inc 3.440 7,50 901 9,09
2026-05-12 13F Insigneo Advisory Services, Llc 1.183 0,00 310 1,31
2026-05-06 13F Quest 10 Wealth Builders, Inc. 2.266 -0,35 594 1,19
2026-05-14 13F Islay Capital Management, Llc 0 -100,00 0
2026-05-06 13F Fort Sheridan Advisors Llc 1.594 418
2026-04-22 13F Integrated Wealth Management 2.574 16,31 674 18,25
2026-05-13 13F Davis R M Inc 607.527 3,14 159.123 4,72
2026-04-16 13F Diversified Trust Co 11.445 7,62 2.998 9,26
2026-04-29 13F Garde Capital, Inc. 168.306 -0,97 44.083 0,56
2026-02-13 13F Nicolet Advisory Services, Llc 50.012 23,19 13.614 31,13
2026-04-08 13F LifeGuide Financial Advisors, LLC 1.646 0,00 431 0,23
2026-04-16 13F Waystone Advisors Llc 2.056 -1,81 539 -0,37
2026-04-28 13F DGS Capital Management, LLC 1.744 1,40 457 2,93
2026-05-07 13F TCTC Holdings, LLC 2.784 0,00 729 1,53
2026-04-16 13F Clark Asset Management, LLC 165.053 7,72 43.231 9,38
2026-05-05 13F Bluedoor Private Wealth, Llc 937 245
2026-01-30 13F Spreng Capital Management, Inc. 0 -100,00 0
2026-05-07 13F Hollencrest Capital Management 1.131 365,43 296 377,42
2026-05-13 13F Federation des caisses Desjardins du Quebec 4.556 -4,06 1.193 -2,53
2026-05-07 13F Rothschild Investment Llc 2.615 -1,25 685 0,15
2026-05-13 13F Alliance Wealth Advisors, LLC 1.396 0,00 366 1,39
2026-04-17 13F Summit Wealth Partners, LLC 11.053 -8,21 2.895 -6,80
2026-02-13 13F Sei Investments Co 25.974 40,96 6.700 42,99
2026-05-07 13F Authentikos Wealth Advisory, LLC 1.578 7,49 413 9,26
2026-05-15 13F Clifford Group, LLC 1.374 0,00 360 1,41
2026-05-07 13F Sagespring Wealth Partners, Llc 8.152 14,21 2.135 15,97
2026-04-21 13F Sequent Planning LLC 2.085 5,25 546 7,06
2026-05-11 13F Bannerstone Capital Management, LLC 1.155 0,35 302 2,03
2026-05-05 13F Valtinson Bruner Financial Planning LLC 17.651 -8,77 4.623 -7,35
2026-04-21 13F Laurel Oak Wealth Management, Llc 17.384 0,75 4.553 2,31
2026-05-12 13F Innovative Asset Advisors Group, LLC 452 822
2026-04-07 13F Eastern Bank 1.603 153,24 420 157,06
2026-05-12 13F Great Diamond Partners, LLC 1.542 5,11 404 6,61
2026-05-13 13F BlackRock, Inc. 367.802 3,46 96.335 5,05
2026-05-11 13F Madden Advisory Services, Inc. 5.763 -4,09 1.509 -2,58
2026-05-12 13F Wescott Financial Advisory Group, LLC 2.680 -4,52 702 -3,04
2026-04-20 13F BTC Capital Management, Inc. 10.526 0,00 2.757 1,10
2026-04-07 13F Cooper Financial Group 5.394 18,55 1.413 20,38
2026-04-20 13F Morton Brown Family Wealth, LLC 8.103 -0,77 2.122 0,76
2026-05-15 13F Carret Asset Management, Llc 2.190 0,09 574 1,60
2026-05-15 13F Round Rock Advisors, LLC 2.216 -7,55 580 -6,15
2026-04-20 13F Values Added Financial LLC 1.369 -9,70 359 -8,44
2026-04-08 13F Post Resch Tallon Group Inc. 4.036 5,19 1.064 7,58
2026-02-03 13F Smith & Howard Wealth Management, LLC Put 0 -100,00 0 -100,00
2026-04-30 13F Money Concepts Capital Corp 1.099 0,64 288 2,14
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 3.012 1,62 1
2026-04-23 13F Oppenheimer & Co Inc 52.847 5,70 13.842 7,33
2026-05-14 13F Miller Capital Partners, Inc. 3.097 0,00 811 1,63
2026-05-12 13F Holderness Investments Co 1.390 32,00 364 34,32
2026-04-24 13F ERn Financial, LLC 1.502 -26,84 393 -25,71
2026-05-14 13F Brown Brothers Harriman & Co 4.702 -14,83 1.232 -13,55
2026-05-14 13F Riverview Capital Advisers, LLC 1.652 -96,81 433 -96,77
2026-05-14 13F Mcguire Capital Advisors Inc 4 0,00 1 0,00
2026-04-22 13F My Personal CFO, LLC 2.089 -28,26 547 -27,16
2026-04-13 13F St Germain D J Co Inc 117.822 -2,37 30.860 -0,87
2026-04-17 13F Cora Capital Advisors Llc 1.534 0,00 402 1,52
2026-04-27 13F Carter Financial Group, INC. 1.158 0,43 303 2,02
2026-05-04 13F Nwam Llc 26.212 -19,40 6.865 -20,58
2026-04-14 13F BSW Wealth Partners 3.958 -9,74 1.037 -8,40
2026-04-23 13F Pathway Financial Advisers, LLC 927 243
2026-02-12 13F Burke & Herbert Bank & Trust Co 0 -100,00 0
2026-01-16 13F Trust Co Of Vermont 6.515 -22,30 1.681 -21,20
2026-04-09 13F Allodium Investment Consultants, LLC 2.880 77,34 754 80,38
2026-04-21 13F BCS Private Wealth Management, Inc. 8.529 0,00 2.234 1,50
2026-04-22 13F Silver Coast Investments LLC 1.208 8,05 316 9,72
2026-05-19 13F JTC Employer Solutions Trusteee Ltd 925 0,00 0
2026-05-05 13F Clear Harbor Asset Management, LLC 1.185 0,00 310 1,64
2026-04-27 13F PAX Financial Group, LLC 12.464 -10,76 3.265 -9,38
2026-05-13 13F Natixis Advisors, L.p. 375.743 -9,36 98 -7,55
2026-04-23 13F TFC Financial Management 9.632 -2,96 2.523 -1,48
2026-04-28 13F PUREfi Wealth, LLC 775 203
2026-04-16 13F Tactive Advisors, LLC 3.112 0,35 815 1,88
2026-05-06 13F Gs Investments, Inc. 357 0,00 94 1,09
2026-04-30 13F Madison Wealth Partners, Inc 3.590 26,77 940 28,77
2026-04-27 13F Symmetry Partners, LLC 1.104 289
2026-04-13 13F Breachway Investments LLC 1.464 0,00 386 2,12
2026-05-01 13F Vantage Point Financial LLC 1.369 -0,29 358 1,13
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 15.825 0,92 4.145 2,47
2026-05-08 13F Altiora Financial Group, LLC 1.603 0,00 420 1,45
2026-05-11 13F Brand Asset Management Group, Inc. 21.213 9,96 5.556 11,66
2026-05-14 13F Evoke Wealth, Llc 9.852 20,59 2.580 22,45
2026-03-17 13F Cornerstone Planning, LLC 0 -100,00 0
2026-05-07 13F Lowe Brockenbrough & Co Inc 6.624 -0,26 1.735 1,23
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 13.440 0,02 3.520 1,59
2026-05-15 13F Chilton Investment Co Llc 13.774 3.608
2026-05-05 13F MADDEN SECURITIES Corp 7.766 -1,92 2.034 -0,39
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 300 0,00 86 11,69
2026-05-11 13F Savvy Advisors, Inc. 56.306 7,03 14.748 8,67
2026-04-17 13F High Net Worth Advisory Group LLC 6.184 -2,01 1.620 -0,55
2026-05-27 13F Allen Capital Group, LLC 2.211 -0,45 579 1,22
2026-05-01 13F UNIVEST FINANCIAL Corp 1.719 -16,02 450 -14,77
2026-04-13 13F Massmutual Trust Co Fsb/adv 9.210 -1,60 2.412 -0,08
2026-04-15 13F Trust Point Inc. 3.414 1,79 894 3,35
2026-05-11 13F Financial Perspectives, Inc 303 5,21 79 6,76
2026-05-01 13F Harwood Advisory Group, LLC 1 0,00 0
2026-05-11 13F CacheTech Inc. 963 252
2026-04-16 13F XML Financial, LLC 20.751 1,43 5.435 2,99
2026-04-23 13F Fairman Group, LLC 34 0,00 9 0,00
2026-04-28 13F Belpointe Asset Management LLC 25.580 34,73 6.700 36,82
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 0 -100,00 0
2026-04-21 13F Delap Wealth Advisory, Llc 1.287 -19,16 337 -17,80
2026-04-27 13F BIP Wealth, LLC 28.381 -4,53 7.434 -3,06
2026-05-01 13F Citizens Financial Group Inc/ri 177.989 0,26 46.619 1,81
2026-04-21 13F Nemes Rush Group LLC 531 -6,84 139 -5,44
2026-05-08 13F Firestone Capital Management 1.373 0,37 360 1,99
2026-04-07 13F Abacus Planning Group, Inc. 21.871 -3,75 5.729 -2,27
2026-04-20 13F Global Financial Private Client, LLC 1.849 2,44 484 4,09
2026-04-21 13F Welch Group, LLC 860 0,00 225 1,81
2026-04-17 13F AdvisorNet Financial, Inc 39.546 4,83 10.358 6,44
2026-05-04 13F Concentrum Wealth Management 2.917 764
2026-05-11 13F Biltmore Family Office, LLC 4.226 0,00 1.107 1,47
2026-04-15 13F Archford Capital Strategies, LLC 24.909 -42,78 6.524 -41,90
2026-04-24 13F KPP Advisory Services LLC 1.679 -1,58 440 -0,23
2026-04-13 13F Creative Financial Designs Inc /adv 12.225 -2,25 3.202 -0,77
2026-04-15 13F Seacrest Wealth Management, Llc 8.218 7,99 2.152 5,75
2026-05-13 13F Argent Trust Co 21.288 101,36 5.576 104,44
2026-05-14 13F Redwood Financial Network Corp 1.113 -8,99 291 -7,62
2026-04-21 13F Kane Co Wealth Management, Inc. 989 0,00 259 1,57
2026-04-13 13F Gateway Investment Advisers Llc 0 -100,00 0
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-04-14 13F Northwest Wealth Management, Llc 1.759 -18,90 461 -17,71
2026-05-11 13F OpenArc Corporate Advisory, LLC 14.016 20,45 3.671 22,33
2026-05-11 13F Partners in Financial Planning 6.715 0,19 1.759 1,74
2026-04-22 13F Aegis Wealth Management LLC 13.880 -3,80 3.635 -2,31
2026-05-08 13F STAR Financial Bank 6.000 -11,60 1.572 -10,23
2026-05-04 13F Mml Investors Services, Llc 375.337 -14,83 98.308 -13,52
2026-04-21 13F Everpar Advisors Llc 1.255 329
2026-05-13 13F Richard W. Paul & Associates, LLC 880 3,04 231 4,55
2026-05-05 13F Frisch Financial Group, Inc. 898 235
2026-05-07 13F Dravo Bay Llc 1.495 59,04 392 61,57
2026-05-08 13F Strategic Financial Services, Inc, 1.772 10,27 464 4,27
2026-04-23 13F Summit Wealth Group Llc / Co 2.749 63,83 720 66,67
2026-05-13 13F B & T Capital Management DBA Alpha Capital Management 1.563 2,02 409 3,54
2026-05-12 13F Atlantic Union Bankshares Corp 24.872 1,90 6.514 3,46
2026-04-15 13F PW Nova Financial Services LLC 20.692 1,73 5.420 1,86
2026-04-13 13F Affinity Capital Advisors, LLC 8.332 5,30 2.182 6,91
2026-05-15 13F Veridan Wealth LLC 17.731 0,35 4.644 1,91
2026-05-12 13F TIAA Wealth Investment Management LLC 533 135
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 2.774 0,73 727 2,25
2026-05-12 13F Bank of Jackson Hole Trust 7.237 4,34 1.896 5,93
2026-05-04 13F Wsfs Capital Management, Llc 2.815 0,57 737 2,08
2026-05-13 13F NFP Retirement, Inc. 74.047 7,10 19.394 8,75
2026-05-12 13F GGM Financials LLC 117 -4,10 31 -3,23
2026-05-15 13F/A Arrowroot Family Office, LLC 4.248 4,32 1.113 5,90
2026-04-20 13F Segment Wealth Management, LLC 3.431 0,00 899 1,47
2026-04-27 13F Albion Financial Group /ut 360 0,00 94 2,17
2026-05-01 13F New Republic Capital, LLC 1.279 0,31 335 2,13
2026-05-14 13F Integrity Financial Corp /WA 131 -16,56 34 -15,00
2026-04-28 13F BLB&B Advisors, LLC 100.875 -3,16 26.421 -1,67
2026-04-08 13F General Partner, Inc. 13.534 0,00 3.545 1,52
2026-04-24 13F Private Advisor Group, LLC 367.376 0,51 96.223 2,06
2026-05-15 13F Fmr Llc 1.175.277 2,19 307.828 3,77
2026-04-08 13F Holos Integrated Wealth LLC 8.853 -2,11 2.351 -0,63
2026-05-12 13F Cahill Financial Advisors Inc 7.262 -0,98 1.902 0,58
2026-05-15 13F Vista Investment Management 4.505 -0,88 1.180 0,68
2026-05-14 13F Dorsey & Whitney Trust CO LLC 8.772 -0,85 2.298 0,66
2026-04-29 13F BEAM Asset Management, LLC 11.274 -12,97 2.953 -11,64
2026-05-14 13F Sand Hill Global Advisors, LLC 35.399 -1,33 9.272 0,18
2026-04-27 13F Kelman-Lazarov, Inc. 2.616 9,78 685 11,56
2026-04-22 13F Krm Wealth Management L.l.c. 2.245 0,36 588 2,08
2026-04-24 13F Franklin, Parlapiano, Turner & Welch, LLC 3.345 0,00 947 2,82
2026-05-18 13F Centaurus Financial, Inc. 4.090 10,36 1
2026-05-11 13F Rebalance, Llc 11.591 0,38 3.036 1,91
2026-05-15 13F Harbour Investments, Inc. 41.138 71,02 10.775 73,63
2026-05-08 13F AAFCPAs Wealth Management, LLC 911 -2,46 238 -0,83
2026-04-30 13F SkyOak Wealth, LLC 11.176 0,47 2.927 2,02
2026-05-11 13F Newport Capital Group, LLC 2.030 -1,02 532 0,57
2026-05-07 13F New Insight Wealth Advisors 1.579 -3,95 414 -2,59
2026-05-14 13F Pacific Financial Group Inc 10.797 -5,08 2.828 -3,61
2026-04-24 13F National Asset Management, Inc. 11.488 -22,28 2.916 -23,50
2026-05-08 13F MPS Loria Financial Planners, LLC 154.343 1,65 40.426 3,21
2026-04-09 13F CRA Financial Services, LLC 49.303 -4,98 12.913 -3,52
2026-05-05 13F Frazier Financial Advisors, LLC 17.058 -0,98 4.468 0,54
2026-04-14 13F Plancorp, LLC 19.009 0,57 5.172 6,09
2026-05-15 13F Armis Advisers, LLC 2.302 -5,31 658 5,12
2026-04-29 13F Ascent Advisors, LLC 3.620 948
2026-05-14 13F Aspen Grove Capital, LLC 2.694 0,22 706 1,73
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 550 -1,79 144 0,00
2026-04-17 13F Novare Capital Management Llc 1.123 31,19 294 33,64
2026-04-10 13F Charles Schwab Trust Co 76.578 0,19 20.057 1,73
2026-05-07 13F Ofc Financial Planning, Llc 6.728 -0,46 1.762 1,09
2026-04-22 13F Janney Montgomery Scott LLC 203.898 5,42 53 8,16
2026-04-08 13F Wealthspan Partners, Llc 9.422 3,23 2.468 4,80
2026-05-13 13F Ubs Asset Management Americas Inc 86.393 377,55 22.628 384,95
2026-04-29 13F Red Crane Wealth Management, Llc 9.793 -1,62 2.565 -0,12
2026-04-30 13F GreatBanc Trust CO 29.104 -0,43 7.623 1,10
2026-04-27 13F S.A. Mason LLC 23.192 6,70 6.074 8,35
2026-01-16 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 907.826 10,26 237.975 11,94
2026-04-17 13F RFG Advisory, LLC 30.065 53,26 7.875 55,61
2026-04-27 13F TABR Capital Management, LLC 4.275 -6,11 1.120 -4,68
2026-04-14 13F Approach Retirement Advisors, LLC 923 0,33 242 1,69
2026-04-22 13F Hurlow Wealth Management Group, Inc. 87.526 0,09 22.925 1,63
2026-05-01 13F Fifth Third Bancorp 678.702 119,37 177.766 122,75
2026-04-09 13F Wedmont Private Capital 60.051 4,24 16.400 6,43
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 1.110 0,00 291 1,40
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2026-05-11 13F Sidoxia Capital Management, LLC 3.345 876
2026-05-11 13F Fairscale Capital, LLC 2.923 0,00 766 1,59
2026-05-14 13F/A Leo H. Evart, Inc. 9.497 1,90 2.487 41,15
2026-04-08 13F Gainplan LLC 12.124 69,97 3.176 72,65
2026-04-27 13F Td Private Client Wealth Llc 56.364 -1,11 14.763 0,41
2026-04-24 13F Prospect Financial Services LLC 1.477 4,38 387 5,75
2026-04-17 13F Sovereign Financial Group, Inc. 31.898 7,71 8.355 9,36
2026-05-15 13F CI Private Wealth, LLC 548.068 -3,69 143.228 -2,44
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