Statistiche di base
| Proprietari istituzionali | 1736 total, 1733 long only, 0 short only, 3 long/short - change of 2,24% MRQ |
| Allocazione media del portafoglio | 0.7281 % - change of -3,11% MRQ |
| Azioni istituzionali (Long) | 184.687.154 (ex 13D/G) - change of 10,23MM shares 5,87% MRQ |
| Valore istituzionale (Long) | $ 37.764.499 USD ($1000) |
Proprietà istituzionale e azionisti
iShares Trust - iShares S&P 500 Value ETF (GB:0JFT) ha 1736 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 184,687,154 azioni. I maggiori azionisti includono Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Cetera Investment Advisers, Stifel Financial Corp, and Ameriprise Financial Inc .
(iShares Trust - iShares S&P 500 Value ETF (LSE:0JFT) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Load All| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 1.976 | 7,16 | 417 | 6,65 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 65.861 | -0,42 | 14.297 | -0,56 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 316 | 0,00 | 67 | -1,49 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 24.445 | 1,87 | 5.162 | 1,41 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 1.301 | 287 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 604 | 0,00 | 128 | -0,78 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 8.089 | 11,30 | 1.708 | 10,77 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.007.806 | -0,98 | 212.798 | -1,41 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 114.342 | -2,46 | 24.143 | -2,88 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 347 | 116,88 | 73 | 121,21 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 217.708 | 5,06 | 45.969 | 4,61 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1.146 | 0,00 | 242 | -0,82 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 37.608 | -12,40 | 8.281 | -9,04 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 10.310 | 3,34 | 2.177 | 2,88 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 808.494 | -12,13 | 170.713 | -12,51 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 555 | 117 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 576 | 0,00 | 122 | -0,82 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 47.974 | 2,05 | 10.130 | 1,60 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 198.903 | -0,59 | 41.998 | -1,03 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 1.088 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Greenleaf Trust | 156.003 | -3,19 | 32.940 | -3,61 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 2.227 | -11,42 | 470 | -11,82 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 33.773 | 10,95 | 7.131 | 10,47 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 93 | 0,00 | 20 | 0,00 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 3.424 | 117,26 | 723 | 116,17 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 96 | 20 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 249 | 67,11 | 53 | 73,33 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 770 | 240,71 | 163 | 244,68 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 18.729 | 5,50 | 3.955 | 5,05 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1.465 | -2,01 | 309 | -2,52 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 3.539 | 154,42 | 747 | 154,08 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 7.007 | -4,17 | 1.480 | -4,58 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 995 | 2,05 | 210 | 1,94 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 2.576 | 0,00 | 544 | -0,55 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4.012 | -9,13 | 871 | -6,94 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1.645 | 0,00 | 347 | -0,29 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 19.266 | -6,31 | 4.068 | -6,72 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 9.090 | 5,14 | 1.919 | 4,69 | ||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 5.205 | -0,97 | 1.099 | -1,35 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 997 | -16,85 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Truefg, Llc | 1.145 | 0,00 | 242 | -0,41 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 4.675 | -1,79 | 987 | -2,18 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 260.257 | 30,59 | 54.953 | 30,02 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 277.079 | -16,06 | 58.505 | -16,42 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 99.596 | 29,81 | 22.002 | 32,29 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 1.568 | 0,00 | 331 | -0,60 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.010 | 0,30 | 213 | 0,00 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 297.151 | 1,54 | 62.743 | 1,10 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7.389 | -2,29 | 1.560 | -0,06 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 11.055 | 48,21 | 2.334 | 47,63 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 9.811 | -6,38 | 2.072 | -6,80 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 923 | -13,33 | 195 | -13,78 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 9.058 | -37,87 | 1.913 | -38,14 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 26.751 | -0,22 | 5.649 | -0,65 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 1.334 | 0,00 | 282 | -0,35 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3.535 | -17,85 | 746 | -18,20 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 7.066 | -11,25 | 1.492 | -11,61 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 9.708 | 0,01 | 2.050 | -0,44 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 22 | 0,00 | 5 | 0,00 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 92.755 | -33,51 | 19.585 | -33,80 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 6.154 | -1,88 | 1.299 | -2,33 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 3.209 | 1,23 | 678 | 0,74 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 585 | -1,18 | 123 | -1,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | Us Bancorp \de\ | 196.475 | -57,91 | 41.487 | -58,09 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.303 | -0,15 | 275 | -0,36 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 4.271 | -4,17 | 902 | -4,66 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 2.328 | -34,05 | 492 | -34,36 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 512 | 0,00 | 108 | 0,00 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 1.551 | -1,08 | 347 | 4,22 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 15.354 | -3,88 | 3.242 | -4,28 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 638 | 0,00 | 135 | -0,74 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.240 | -2,18 | 473 | -2,47 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 14.923.957 | -2,32 | 3.151.194 | -2,75 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 142 | 0,00 | 30 | 0,00 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 3.448 | -0,12 | 728 | -0,55 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 125.808 | 2,35 | 26.492 | 1,63 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 7.092 | -12,84 | 1.497 | -13,22 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 34.367 | 33,10 | 7.691 | 37,68 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.721.079 | -18,18 | 363.406 | -18,54 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 236 | -14,80 | 50 | -15,52 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3.441 | 11,07 | 727 | 10,50 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 1.908 | 0,00 | 403 | -0,50 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9.134 | 0,84 | 1.929 | 0,42 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 61 | 0,00 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 255.631 | -13,19 | 53.976 | -13,57 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 10.056 | -6,52 | 2.123 | -6,93 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1.715 | -9,11 | 362 | -9,50 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 2.561 | -5,81 | 541 | -6,25 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 960 | 0,31 | 203 | 0,00 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 5.296 | 0,00 | 1.118 | -0,45 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 7.016 | 0,00 | 1.481 | -0,40 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 11.273 | 74,15 | 2.380 | 73,47 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.185 | 0,00 | 251 | 2,87 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 5.235 | -5,59 | 1.105 | -5,96 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 585.731 | 21,12 | 121.629 | 18,59 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 929 | -22,97 | 71 | -18,60 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1.203 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 1.494 | -0,99 | 316 | -1,56 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 6.028 | -0,12 | 1.273 | -0,55 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 6.743 | 12,27 | 1.474 | 13,04 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.170 | -22,05 | 247 | -22,33 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 3.574 | 42,73 | 755 | 42,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 208.906 | -33,06 | 44 | -33,33 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2.550 | -5,59 | 538 | -5,94 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1.332 | -90,15 | 281 | -90,20 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1.355 | 0,00 | 286 | -0,35 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 913 | 0,00 | 193 | -0,52 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 4.772 | -52,17 | 1.008 | -52,41 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 43.477 | -7,63 | 9.180 | -10,93 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 17.894 | -7,44 | 3.778 | -7,83 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 1.380 | 0,07 | 291 | -0,34 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 30.090 | 5,17 | 6.355 | 4,70 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 329.691 | 38,55 | 69.918 | 42,28 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 14.775 | 0,90 | 3.120 | 0,45 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 951 | 0,00 | 201 | -0,50 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7.951 | -24,86 | 1.679 | -25,19 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1.071 | 0,00 | 226 | -0,44 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 209.290 | 4,46 | 44.192 | 4,00 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 35.716 | -1,42 | 7.541 | -1,85 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 436 | -4,80 | 92 | -5,15 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 607 | 0,00 | 128 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 686.613 | -7,41 | 145.140 | -7,80 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 19.347 | 2,29 | 4.085 | 1,84 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 1.249 | 0,00 | 264 | -0,38 | ||||
| 2026-04-29 | 13F | Renasant Bank | 4.134 | -51,56 | 873 | -51,80 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 5.677 | -4,75 | 1.179 | -7,39 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 1.653 | -24,86 | 343 | -26,87 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 11.043 | 2,21 | 2.332 | 1,75 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 4.410 | 1,01 | 931 | 0,65 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 5.743 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1.044 | -23,80 | 221 | -24,14 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 2.717 | -1,38 | 574 | -1,88 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 1.939 | -12,66 | 409 | -12,98 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 129.776 | -0,46 | 27.402 | -0,89 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 9.101 | 18,56 | 1.922 | 18,07 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 23.384 | -1,55 | 4.938 | -1,99 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 1.150 | 0,00 | 243 | -0,41 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 282.613 | 594,11 | 59.674 | 591,14 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 9.597 | -0,27 | 2.026 | -0,69 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2.518 | 20,02 | 532 | 19,33 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 1.054 | 0,00 | 223 | -0,45 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 40.117 | 1,74 | 8.471 | 1,30 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.303 | 0,00 | 275 | -0,36 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 101.369 | -1,78 | 21.404 | -2,21 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 4.118 | 869 | ||||||
| 2026-04-22 | 13F | Kennedy Investment Group | 4.602 | -11,86 | 972 | -12,29 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 13.682 | 3,50 | 2.889 | 3,03 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 700 | 0,00 | 148 | -0,68 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 89 | 0,00 | 19 | 0,00 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 20.563 | 3,34 | 4.342 | 2,89 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 34.158 | 178,93 | 7.212 | 177,71 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 2 | 0 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 16.081 | 56,08 | 3 | 50,00 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 119.949 | -0,07 | 25.327 | -0,50 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 1.200 | 0,00 | 253 | -0,39 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1.240 | -11,17 | 262 | -11,82 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1.697 | 0,18 | 358 | -0,28 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 78.069 | 146,01 | 17.245 | 150,86 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 2.844 | 627 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Romano Brothers And Company | 1.272 | -5,50 | 269 | -5,96 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 166.772 | 42,11 | 35.367 | 45,94 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 7.665 | -0,13 | 1.618 | -0,55 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.568 | -11,51 | 331 | -11,73 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 91 | -3,19 | 19 | 0,00 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 112 | 0,90 | 24 | 0,00 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1.561 | 0,00 | 330 | -0,60 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 261 | 0,00 | 55 | 0,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 120 | 0,00 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 28.609 | 1,88 | 6.041 | 1,43 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 540.233 | 5,02 | 114 | 4,59 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 156.320 | -30,20 | 33.007 | -30,50 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 7.119 | -1,03 | 1.503 | -1,44 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 8.484 | -0,43 | 1.791 | -0,89 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 3.191 | 0,00 | 674 | -0,44 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 99.931 | 0,23 | 21.101 | -0,20 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 186.041 | -2,07 | 39.415 | -3,34 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 16.177 | -35,74 | 3.416 | -34,30 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 15.000 | 8,61 | 3 | 50,00 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 6.123 | -9,94 | 1.293 | -10,34 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 2.186 | -4,08 | 462 | -4,55 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 1.308 | -10,78 | 276 | -10,97 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.191 | 0,00 | 251 | -0,40 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1.662 | 0,00 | 351 | -5,15 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 2.314 | -0,47 | 489 | -1,01 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 7.413 | 0,26 | 1.565 | -0,13 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 1.934 | 1,15 | 408 | 0,74 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 5.352 | 0,38 | 1.130 | 0,00 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 5.229 | -0,15 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 148.510 | -7,14 | 31.358 | -7,54 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 1.143 | -1,80 | 241 | -2,03 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 3.049 | 95,20 | 644 | 94,26 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1.304 | -1,51 | 275 | -1,79 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 4.641 | -2,54 | 980 | -2,87 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 36.200 | -0,38 | 7.644 | -0,82 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 50.216 | 93,12 | 10.603 | 92,27 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 7.811 | 0,26 | 1.622 | -1,88 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 960 | 0,31 | 203 | 0,00 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 510.593 | -2,80 | 107.812 | -3,22 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 194 | 0,00 | 41 | -2,44 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 3.582 | 18,53 | 756 | 18,13 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 85 | 0,00 | 18 | -5,56 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 19.871 | -2,13 | 4.196 | -2,56 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 130.730 | 6,58 | 27.604 | 6,11 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3.327 | 1,31 | 702 | 0,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 341.229 | -5,44 | 72.364 | -2,90 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 64.177 | -0,76 | 13.551 | -1,20 | ||||
| 2026-04-22 | 13F | Vicus Capital | 32.184 | -2,58 | 6.796 | -3,00 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 5.742 | 0,10 | 1.212 | -0,33 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2.150 | 1,90 | 454 | 1,34 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 84.945 | -17,86 | 17.936 | -18,22 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 91.290 | -0,19 | 19.276 | -0,63 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 716.711 | 4,71 | 151.335 | 3,89 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13.749 | 4,22 | 2.903 | 3,79 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 6.482 | 0,00 | 1.369 | -0,44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 65.116 | 2,51 | 13.749 | 2,07 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 38.460 | -0,80 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 6.855 | -3,57 | 1.447 | -3,98 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 6.667 | 31,27 | 1.408 | 30,64 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 62.423 | 1.515,08 | 13.181 | 1.509,28 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 6.734 | 34,46 | 1.422 | 33,43 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5.316 | -0,06 | 1.122 | -0,44 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 14.327 | -1,52 | 3.025 | -1,94 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 439 | 93 | ||||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 25.662 | 4,14 | 5.418 | 3,67 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3.748 | -50,41 | 791 | -51,59 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 1.245 | -24,59 | 263 | -25,14 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 30.920 | -1,27 | 6.529 | -1,67 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 68.122 | 0,97 | 14.384 | 0,53 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 294 | 0,00 | 62 | 0,00 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 26.841 | 24,94 | 5.668 | 24,39 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 7.884 | -3,39 | 1.665 | -3,82 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 1.231 | 260 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 18.479 | 5,48 | 3.902 | 5,01 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 49.297 | 0,80 | 10.409 | 0,37 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 25.531 | 16,34 | 5.542 | 19,11 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 3.754 | 2,93 | 793 | 2,46 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.299 | 0,00 | 274 | -0,36 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.024 | 26,89 | 217 | 26,32 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 4.584 | 0,00 | 968 | -0,51 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 2.826 | -9,91 | 597 | -10,38 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 5.655 | 3,06 | 1.194 | 2,67 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 1.143 | 0,00 | 241 | -0,41 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 1.466 | 0,00 | 310 | -0,32 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 13.765 | -4,12 | 2.906 | -4,53 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 3.222 | -1,17 | 680 | -1,59 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4.075 | -14,16 | 860 | -14,51 | ||||
| 2026-04-23 | 13F | Analyst IMS Investment Management Services Ltd. | 2.091 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 4.604 | 10,14 | 972 | 9,71 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 24 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1.143 | 0,35 | 241 | 0,00 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.770 | -12,89 | 374 | -13,26 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4.594 | -8,30 | 970 | -8,76 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 49.229 | -2,87 | 10.395 | -3,29 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 595 | 35,84 | 126 | 35,87 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1.111.650 | 10,98 | 234.725 | 10,50 | ||||
| 2026-04-13 | 13F | Arwa Llc | 10.637 | 51,35 | 2.309 | 54,97 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Rogco, Lp | 18.926 | 0,00 | 3.996 | -0,42 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 873 | 85,74 | 184 | 85,86 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 4.066 | 0,00 | 859 | -0,46 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 6.500 | 1.372 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 292.133 | -1,57 | 61.684 | -1,99 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 166.962 | 0,46 | 35.254 | 0,03 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 20.691 | 1,02 | 4.369 | 0,58 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 275.383 | -3,58 | 60.835 | 0,44 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 75 | 50,00 | 16 | 50,00 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 1.855 | 27,67 | 392 | 26,95 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 3.407 | 719 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 295.197 | 0,03 | 62.331 | -0,40 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 1.547 | 0,00 | 327 | -0,61 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 25.815 | -3,08 | 5.451 | -3,51 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7.854 | 54,24 | 1.658 | 53,66 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 1.806 | 0,00 | 381 | -0,26 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 337 | 71 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1.387 | 0,00 | 293 | -0,68 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 71.538 | 1,79 | 15.105 | -3,15 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 116.061 | 1,55 | 24.506 | 1,11 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 11.425 | 21,05 | 2.412 | 20,54 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 1.431 | 0,00 | 302 | -0,33 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 11.816 | 3,17 | 2.495 | 2,76 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3.856 | -3,94 | 814 | -4,35 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1.753 | 6,70 | 370 | 6,32 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 2.649 | -17,86 | 559 | -18,16 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 17.390 | 48,93 | 3.672 | 48,26 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 27.706 | 8,91 | 5.850 | 8,45 | ||||
| 2026-05-18 | 13F | Cim, Llc | 1.232 | 0,33 | 260 | 0,00 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 76.408 | 649,98 | 16.134 | 646,90 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Keystone Financial Services | 122.866 | 21,73 | 25.943 | 21,21 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 16.251 | -25,43 | 3.431 | -25,75 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3.545 | -1,45 | 748 | -1,84 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 370.632 | 1,87 | 78.259 | 1,43 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 2.638 | 0,00 | 557 | -0,36 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 1.262 | 266 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.349.230 | -8,28 | 285 | -8,68 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1.785 | 2,70 | 377 | 2,45 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 961 | 0,31 | 203 | -0,49 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 1.784 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 13.403 | 4,63 | 2.830 | 4,20 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 596.353 | 1,87 | 125.920 | 1,43 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 5.798 | -7,54 | 1.224 | -7,90 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 418.113 | -7,64 | 88.285 | -8,04 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 12.218 | 2.580 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 398.536 | -6,60 | 84.151 | -7,00 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 6.002 | 6,23 | 1.267 | 5,76 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 2.850 | 6,38 | 602 | 5,81 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.225.078 | 134,32 | 259.801 | 140,63 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 653 | -8,29 | 138 | -8,67 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 4.289 | 35,21 | 906 | 34,67 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 6 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 174.314 | 14,04 | 37 | 12,50 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 1.162 | 6,12 | 245 | 5,60 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 63.158 | 10,93 | 13.394 | 13,92 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 6.770 | -0,24 | 1.429 | -0,69 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 49.609 | -7,15 | 10.475 | -7,56 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 30.038 | -6,53 | 6.343 | -6,93 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 17.701 | -15,08 | 3.738 | -15,45 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 1.917 | 0,00 | 405 | -0,49 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 100 | 21 | ||||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 6.190 | 17,06 | 1.307 | 16,59 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 5.160 | 3,37 | 1.090 | 2,93 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 4.582 | 0,00 | 967 | -0,41 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 13.679 | -58,81 | 2.888 | -58,99 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 4.327 | 1,81 | 914 | 1,33 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 7.614 | -2,37 | 1.608 | -2,78 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 23.423 | -0,59 | 4.946 | -1,02 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 4.018 | 0,00 | 848 | -2,75 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 86.757 | 0,09 | 18.319 | -0,34 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 3.536 | 61,24 | 747 | 60,78 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 1.326 | 0,08 | 280 | -1,06 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 1.268 | -4,80 | 268 | -5,32 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 990 | 0,00 | 209 | 0,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 7.930 | -0,34 | 1.675 | -0,77 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 2.495 | 102,19 | 527 | 101,53 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 3.254 | 0,93 | 716 | 2,29 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 45.806 | -7,38 | 9.672 | -7,78 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 1.130 | 239 | ||||||
| 2026-04-13 | 13F | Lee Financial Co | 6.851 | -10,97 | 1.447 | -11,34 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 44.811 | -3,13 | 9.304 | -5,15 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 7.676 | -8,97 | 1.621 | -9,40 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 18.032 | 0,46 | 3.807 | 0,03 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4.374 | 2,77 | 924 | 2,33 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 715 | 0,00 | 151 | -0,66 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 9.805 | -19,85 | 2.070 | -20,20 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 2.508 | -4,49 | 552 | -4,17 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 355 | 0,00 | 75 | -1,33 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2.346 | -0,55 | 495 | -1,00 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 130 | -7,14 | 27 | -6,90 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 120 | 27 | ||||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 24.899 | -0,18 | 5.257 | -0,61 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 111.026 | 67,45 | 23.443 | 66,74 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 48.283 | -0,69 | 10.195 | -1,13 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 6.143 | 22,37 | 1.297 | 25,19 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-30 | 13F | Indivisible Partners | 3.537 | 0,00 | 747 | -0,53 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 155.810 | -15,56 | 32.899 | -15,93 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 8.246 | -77,44 | 1.740 | -77,56 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 95 | 0,00 | 20 | 0,00 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 1.646 | 348 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 33.450 | -8,68 | 7.063 | -9,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6.213.297 | -0,81 | 1.311.937 | -1,24 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 3.964 | 0,00 | 837 | -0,48 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 1.405 | 297 | ||||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 2.493 | 0,00 | 526 | -0,38 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 967 | -25,67 | 191 | -19,49 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 4.525 | 0,00 | 955 | -0,42 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 70.489 | -3,45 | 14.884 | -3,87 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 2.032 | 429 | ||||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1.009 | 0,00 | 213 | 0,00 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 948 | 200 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9.502 | 0,22 | 2.006 | -0,20 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 1.693 | 0,00 | 357 | -0,56 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 1.964 | -9,99 | 415 | -10,39 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 338 | -34,75 | 71 | -34,86 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 2.047 | 0,00 | 432 | -0,46 | ||||
| 2026-05-15 | 13F | Family Management Corp | 616 | -10,07 | 130 | -10,34 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 245.027 | 1,36 | 51.737 | 0,92 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 217.688 | 1,90 | 45.965 | 1,46 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 118 | -6,35 | 25 | -7,69 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 995 | 210 | ||||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 2.250 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 12.455 | 7,99 | 2.630 | 7,48 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 43.151 | 15,35 | 9.111 | 14,85 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 172 | 36 | ||||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 23.930 | -32,25 | 5.053 | -32,55 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 7.518 | -56,85 | 1.587 | -57,04 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 21.157 | -0,93 | 4.467 | -1,35 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 1.018 | 0,00 | 215 | -0,47 | ||||
| 2026-05-15 | 13F | EFG International AG | 12.069 | 181,85 | 2.549 | 180,62 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 157.994 | 1,55 | 33.360 | 1,11 | ||||
| 2026-04-24 | 13F | United Community Bank | 1.672 | -2,62 | 353 | -3,02 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 1.735 | -0,97 | 366 | -1,35 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 205 | -0,49 | 43 | 0,00 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1.823 | 0,05 | 385 | -0,52 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 12.122 | 0,03 | 2.579 | 0,00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 19.113 | 18,97 | 4.036 | 18,43 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 227.910 | -1,51 | 48.123 | -1,93 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 4.727 | 0,00 | 998 | -0,40 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 883 | -12,49 | 186 | -12,68 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 9.209 | -2,95 | 1.944 | -3,38 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 12.560 | -0,70 | 2.652 | -1,12 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 103.218 | -0,13 | 22 | 0,00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 239.759 | 2,42 | 50.625 | 1,98 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 1.357 | -5,17 | 287 | -5,61 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 92.784 | 0,00 | 19.591 | -0,43 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 7.275 | -0,74 | 1.536 | -1,16 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 22.220 | 6,45 | 4.692 | 5,99 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.792 | 0,00 | 386 | -0,52 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 10.900 | 0,00 | 2.302 | -0,43 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 3.242 | 684 | ||||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 5.656 | -30,62 | 1.194 | -30,90 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 8.124 | -0,83 | 1.715 | -1,27 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5.298 | -5,02 | 1.119 | -5,41 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 161 | 34 | ||||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 11.138 | -6,11 | 2.352 | -6,52 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 30.896 | 0,30 | 6.524 | -0,14 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 1.020 | 0,00 | 215 | -0,46 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 100 | 21 | |||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 8.768 | -10,98 | 1.851 | -11,35 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1.235 | 3,35 | 261 | 2,77 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 302.973 | -8,48 | 63.973 | -8,88 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2.153 | -10,22 | 455 | -10,63 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 123.773 | 3,40 | 26.135 | 2,95 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3.304 | 0,00 | 698 | -0,43 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 7.719 | -7,49 | 1.630 | -7,91 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1.318 | 0,00 | 278 | -0,36 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 23.511 | -1,95 | 4.965 | -2,38 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 15.901 | 0,49 | 3.357 | 0,06 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 107.919 | 1,80 | 22.787 | 1,36 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6.149 | -6,12 | 1.298 | -6,55 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 265.494 | 2,73 | 56.059 | 2,28 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.193 | 0,00 | 252 | -0,79 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 19.280 | -4,38 | 4.071 | -4,82 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 12 | -94,00 | 3 | -95,24 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 117 | -25,48 | 25 | -25,00 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 2.292 | 8,52 | 484 | 8,05 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 55.281 | 45,48 | 12.426 | 54,19 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 1.313 | -3,81 | 277 | -4,15 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4.660 | -8,77 | 984 | -9,14 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2.016 | 1,92 | 426 | 1,43 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1.710 | -8,26 | 361 | -8,61 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 5.662 | -6,54 | 1.196 | -6,93 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 6.459 | -27,60 | 1.364 | -27,92 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 35.879 | 0,37 | 7.576 | -0,07 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 20.504 | 110,32 | 4.329 | 109,43 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 21.242 | 23,72 | 4.485 | 23,18 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 154 | -43,59 | 33 | -43,86 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 8.835 | 0,00 | 1.866 | -0,43 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 11.526 | -36,60 | 2.210 | -42,68 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 34.708 | -15,98 | 7.667 | -12,49 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 72.158 | 4,26 | 15 | 7,14 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 8.943 | 0,06 | 1.888 | -0,37 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 276 | 0,00 | 58 | 0,00 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 1.930 | 0,00 | 408 | -0,49 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | hemming& Wealth Management, Inc. | 53.000 | -37,98 | 11.191 | -38,26 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 23.740 | -1,31 | 5.013 | -1,74 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 5.368 | -0,07 | 1.133 | -0,53 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 17.182.077 | -8,35 | 3.567.515 | -10,27 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 1.999 | -5,93 | 422 | -6,22 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 2.374 | 0,00 | 501 | -0,40 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.532 | -2,47 | 535 | -2,91 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 3.627 | 0,00 | 766 | -0,52 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 996 | -9,95 | 210 | -10,26 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 2.955 | 0,00 | 624 | -0,48 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 20.873 | -12,12 | 4.427 | -9,77 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2.191 | 7,35 | 463 | 6,94 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 1.720 | 0,00 | 363 | -0,27 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 1.903 | 402 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 2.000 | -49,37 | 422 | -49,58 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3.687 | 21,28 | 779 | 20,81 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 95.344 | 50,41 | 20.132 | 49,75 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 27.590 | 5.822 | ||||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 440 | 17,33 | 93 | 16,46 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7.350 | 111,45 | 1.552 | 110,58 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 1.895 | -7,70 | 400 | -8,05 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4.629 | 11,97 | 977 | 11,53 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 19.585 | -11,92 | 4.135 | -12,30 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 7.495 | 22,61 | 1.583 | 22,07 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 573 | 0,00 | 121 | -0,83 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 733 | -0,95 | 155 | -1,28 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 99.492 | -8,76 | 21.008 | -13,25 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 57.729 | 1,38 | 12.243 | 4,11 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 1.495 | 0,00 | 316 | -0,63 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 614 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 2.600 | 0,00 | 549 | -0,54 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 28.609 | 1.003,74 | 6.041 | 1.000,18 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 2.561 | 541 | ||||||
| 2026-04-24 | 13F | Bayban | 100 | 0,00 | 21 | 0,00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 193.455 | -4,40 | 40.848 | -4,82 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 8.233 | -5,44 | 1.738 | -5,85 | ||||
| 2026-02-26 | 13F/A | Blackston Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5.186 | -4,69 | 1.095 | -5,12 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 3.608 | 18,22 | 762 | 17,62 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 3.080 | -0,74 | 650 | -1,22 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 72.579 | -3,42 | 15.325 | -3,84 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 121.242 | -21,58 | 25.600 | -21,93 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 1.158 | 0,00 | 245 | -0,41 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 19.227 | 169,74 | 4.060 | 168,63 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1.000 | 211 | ||||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 245.287 | 14,39 | 51.793 | 13,89 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9.457.775 | 1,97 | 1.997.009 | 1,52 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 9.827 | 28,04 | 2.075 | 24,34 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 14.585 | 64,25 | 3.080 | 307.800,00 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 11.553 | 6,87 | 2.552 | 11,34 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 950 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 130 | -45,15 | 28 | -46,00 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 20 | 0,00 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1.026 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2.285 | -12,92 | 482 | -13,31 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 982 | 207 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 181.105 | 83,61 | 36.757 | 72,30 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 6.200 | -73,84 | 1.309 | -73,96 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 131.716 | -14,80 | 18.798 | -20,63 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 1.820 | -1,62 | 384 | -2,04 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 50.741 | -7,06 | 10.714 | -7,47 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 9.516 | 19,19 | 2.009 | 18,67 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 21.116 | 2,54 | 4.459 | 2,11 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 123 | 0,00 | 26 | -3,85 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 46 | 10 | ||||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 3.587 | 0,62 | 757 | 0,13 | ||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 5 | 0,00 | 1 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2.593.920 | -11,72 | 547.706 | -12,10 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 14.655 | 4,49 | 3.094 | 4,03 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 1.500 | 0,00 | 317 | -0,63 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 4.582 | 968 | ||||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 16.258 | -0,28 | 3.433 | -0,72 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.271.013 | -3,09 | 479.524 | -3,51 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1.415 | 0,00 | 299 | -0,67 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 40.873 | 63,58 | 8.630 | 62,89 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 6.980 | -4,61 | 1.474 | -5,03 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 20.288 | -2,85 | 4.284 | -3,27 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2.015 | -6,93 | 425 | -7,41 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 53.933 | 11.388 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 92.474 | 13,96 | 19.526 | 13,46 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 2.844 | -1,08 | 601 | 1,18 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 3.101 | -69,44 | 655 | -69,61 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 20.919 | 44,58 | 4.436 | 48,51 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 57 | 0,00 | 12 | 0,00 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 6.122 | 352,14 | 1.332 | 363,76 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 5.990 | -2,47 | 1.265 | -2,92 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 79.148 | 7,61 | 16.712 | 7,15 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 3.380 | 0,12 | 714 | -0,28 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 6.451 | -2,46 | 1.362 | -2,85 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 23.435 | 14,66 | 4.948 | 14,17 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 61.292 | 8,87 | 12.942 | 8,39 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 6.140 | -1,84 | 1.297 | -2,26 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 48.851 | 4,25 | 10.315 | 3,79 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 2.424 | 4,66 | 512 | 4,07 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 9.091 | 35,02 | 1.920 | 34,48 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.810 | -3,21 | 382 | -3,54 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2.330 | 0,13 | 492 | -0,20 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 2.308 | 4,62 | 487 | 4,28 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 37.311 | 0,63 | 7.913 | 0,62 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 8.873 | 17,45 | 1.874 | 16,92 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 94.899 | -6,93 | 20.038 | -7,33 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8.279 | -2,31 | 1.748 | -2,73 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 7.225 | 0,00 | 1.526 | -0,46 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1.944.079 | 4,35 | 410.493 | 6,12 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 700 | -5,79 | 148 | -6,37 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 41.390 | 4,40 | 8.739 | 3,95 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 1.408 | 0,00 | 297 | 10,82 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 1.848 | 0,00 | 390 | -0,26 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 2.750 | 0,00 | 581 | -0,51 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 106.473 | 40,53 | 22.482 | 39,92 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 1.193 | 0 | ||||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 3.098 | 18,47 | 654 | 18,05 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1.120 | 1,17 | 236 | 0,85 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 1.838 | 0,00 | 388 | -0,26 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 1.972 | 0,00 | 416 | -0,48 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 1.433 | 0,21 | 303 | -0,33 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 51.963 | 0,11 | 10.972 | -0,32 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 171.699 | -0,39 | 36.254 | -0,82 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 48.569 | 25,56 | 10.255 | 25,02 | ||||
| 2026-06-04 | 13F/A | Chelsea Counsel Co | 20 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 18 | -5,26 | 4 | -25,00 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 1.267 | 0,00 | 268 | -0,37 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 10.863 | 2,34 | 2.294 | 1,87 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 1.887 | 0,00 | 398 | -0,50 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 28.264 | -4,16 | 5.968 | -4,56 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 4.538 | 0,00 | 958 | -0,42 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 5.209 | 0,00 | 1.100 | -0,45 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 11.859 | 2.515 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 13.665 | 25,25 | 2.885 | 24,73 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1.004 | -3,37 | 212 | -4,09 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 16.591 | -0,50 | 3.503 | -0,93 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 27.466 | 1,19 | 5.799 | 0,75 | ||||
| 2026-02-13 | 13F | Capula Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 4.182 | 0,00 | 883 | -0,34 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 1.176 | 0,00 | 248 | -0,40 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3.966 | 36,95 | 838 | 36,32 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 1.573 | 0,00 | 334 | 2,78 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 3.540 | 57,05 | 748 | 56,28 | ||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 37.560 | 0,00 | 7.965 | 0,00 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 1.517 | 0,00 | 320 | -0,31 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 4.527 | -5,25 | 956 | -5,73 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 1.460 | 0,00 | 308 | -0,32 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 1.571 | 0,71 | 332 | 0,30 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1.719 | 0,00 | 363 | -0,55 | ||||
| 2026-04-30 | 13F | Conning Inc. | 5.390 | -13,44 | 1.138 | -13,79 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 11.611 | 4,43 | 2.411 | 1,52 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 4.110 | 868 | ||||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 1.440 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2.370 | -54,05 | 500 | -54,25 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.447 | 3,91 | 517 | 3,41 | ||||
| 2026-05-15 | 13F | Michelson Medical Research Foundation, Inc. | 51.905 | 0,00 | 10.960 | -0,44 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 1.909 | 1,27 | 403 | 1,00 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 105.494 | -0,85 | 22.275 | -1,29 | ||||
| 2026-01-21 | 13F | Greenhouse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 165.861 | -19,10 | 35.022 | -19,45 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 175 | 0,00 | 37 | -2,70 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 152.743 | 71,78 | 32.252 | 71,03 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 6.307 | -9,86 | 1.332 | -10,25 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 10.300 | -0,95 | 2.175 | -1,41 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 5.413 | -5,83 | 1.143 | -6,23 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 16.129 | -26,49 | 3.406 | -26,81 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 16.533 | -4,90 | 3.491 | -5,29 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 11.187 | 4,78 | 2.362 | 0,13 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 663.680 | 0,62 | 140.143 | 0,19 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 238.627 | -0,63 | 50.386 | -1,06 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4.777 | -48,97 | 1.009 | -49,22 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 91.374 | 9,52 | 19.294 | 9,04 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 115 | 10,58 | 24 | 9,09 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 3.552 | -9,06 | 750 | -9,42 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 65.691 | 25,42 | 13.871 | 24,87 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 14.835 | -17,73 | 3.132 | -18,10 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 4.854 | -80,34 | 1.025 | -80,45 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1.086 | 0,37 | 229 | 0,00 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 14.701 | 1.425,00 | 3.104 | 1.421,57 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 9.468 | -0,39 | 1.999 | -0,79 | ||||
| 2026-05-14 | 13F | Betterment LLC | 357.479 | -3,31 | 75 | -3,85 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 7.705 | 1.627 | ||||||
| 2026-05-06 | 13F | 71 West Capital Partners | 2.660 | 14,46 | 562 | 14,02 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 10.051 | -1,13 | 2.122 | -1,53 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 193 | 0,00 | 41 | 0,00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 5.120 | 3,08 | 1.083 | 2,75 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 69.159 | 2,88 | 14.603 | 2,43 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 119.082 | -7,61 | 25.063 | -8,31 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 1.236 | 0,00 | 261 | -0,76 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 3.326 | 0,09 | 732 | -0,81 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 34.306 | 1,20 | 7.244 | 0,77 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 26.113 | 15,92 | 5.514 | 15,41 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 657 | -96,52 | 139 | -96,55 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 8.925 | 3,82 | 2.001 | 4,82 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 200 | -6,54 | 42 | -6,67 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 2.844 | 3,99 | 601 | 3,45 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1.777 | 1,14 | 375 | 0,81 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 14.661 | 2,10 | 3.096 | 1,64 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 4.070 | -1,93 | 859 | -2,39 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 560 | 0,00 | 118 | 0,00 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 12.437 | -2,14 | 2.626 | -2,56 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 5.740 | -9,39 | 1.212 | -9,75 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 96 | 0,00 | 20 | 0,00 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 7.620 | -5,91 | 1.609 | -6,35 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 175 | 0,00 | 37 | -2,70 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 25.136 | -5,23 | 5.307 | -5,64 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 8.373 | 0,00 | 1.781 | -1,60 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 120.937 | 9,81 | 25.536 | 9,33 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1.407 | -12,66 | 297 | -12,90 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 27.846 | -3,25 | 5.880 | -3,67 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 2.938 | 33,85 | 620 | 33,33 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 4.662 | 0,32 | 984 | -0,10 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 12.743 | -4,64 | 2.691 | -5,05 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 211 | 0,00 | 45 | 0,00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2.526 | -11,62 | 533 | -12,05 | ||||
| 2026-05-12 | 13F | Edgar Lomax Co/va | 20.740 | -24,73 | 4.379 | -25,06 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 3.251 | 0,09 | 686 | -0,29 | ||||
| 2026-05-15 | 13F | Fmr Llc | 818.444 | -0,20 | 172.815 | -0,63 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 345 | 0,00 | 73 | -1,37 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 3.646 | 0,00 | 770 | -0,52 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 139.963 | -2,31 | 29.553 | -2,73 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 9.826 | 2.075 | ||||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 352 | 0,00 | 74 | 0,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.037 | -47,71 | 219 | -48,10 | ||||
| 2026-02-13 | 13F | Barclays Plc | 265.987 | 0,56 | 56.408 | 3,26 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 5.315 | 0,00 | 1.122 | -0,44 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 2.362 | -0,46 | 499 | -0,99 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 27.063 | -0,17 | 5.714 | -0,61 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Pictet & Cie (Europe) SA | 62.947 | 0,00 | 13.291 | -0,43 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 155.844 | -4,66 | 32.906 | -5,07 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 5.094 | 32,55 | 1.076 | 32,06 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 2.294 | 0,00 | 484 | -0,41 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 5.246 | -4,17 | 1.108 | -4,57 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 559.319 | -5,23 | 118.100 | -5,64 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3.126 | -16,17 | 660 | -16,46 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 170 | 10,39 | 36 | 9,38 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 42 | 0,00 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 2.400 | 0,00 | 507 | -0,39 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1.708 | 17,15 | 361 | 16,50 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1.623 | -1,64 | 343 | -2,01 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 3.004 | 7,09 | 634 | 6,73 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 35.708 | 4,94 | 7.540 | 4,48 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 72.597 | -3,32 | 15.329 | -3,74 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 657 | 0,00 | 139 | -0,72 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 995 | -20,27 | 210 | -20,45 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 1.423 | 2,45 | 300 | 2,04 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3.442 | 0,38 | 727 | -0,14 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 187.139 | -1,61 | 39.514 | -2,04 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 9.237 | 0,00 | 1.950 | -0,41 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 7.706 | 20,41 | 1.627 | 19,90 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 76.110 | 2,98 | 16.071 | 2,53 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1.722 | -10,27 | 364 | -10,59 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 1.210 | 0,00 | 256 | -0,39 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 1.543 | 326 | ||||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 1.101 | -75,50 | 232 | -75,83 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 23.166 | -0,95 | 4.892 | -1,39 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7.010 | -4,44 | 1.482 | -4,69 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 557.426 | 132,95 | 117.700 | 131,94 |
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