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 |