Statistiche di base
| Proprietari istituzionali | 3549 total, 3538 long only, 2 short only, 9 long/short - change of 7,02% MRQ |
| Allocazione media del portafoglio | 2.2709 % - change of -2,89% MRQ |
| Azioni istituzionali (Long) | 522.413.074 (ex 13D/G) - change of 14,48MM shares 2,85% MRQ |
| Valore istituzionale (Long) | $ 154.986.586 USD ($1000) |
Proprietà istituzionale e azionisti
Vanguard Index Funds - Vanguard Total Stock Market ETF (GB:0LOS) ha 3549 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 522,468,636 azioni. I maggiori azionisti includono Vanguard Group Inc, Rakuten Investment Management, Inc., Betterment LLC, Wealthfront Advisers Llc, Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, WealthNavi Inc., Northern Trust Corp, and HB Wealth Management, LLC .
(Vanguard Index Funds - Vanguard Total Stock Market ETF (LSE:0LOS) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 3.300 | -9,59 | 1.106 | -7,60 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 36.126 | 0,17 | 12.112 | 2,33 | ||||
| 2026-01-23 | 13F | Clarity Wealth Advisors, LLC | 99.904 | 1,11 | 33.495 | 3,30 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 295.200 | 1,79 | 98.972 | 3,99 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | 73.384 | -28,96 | 24.603 | -27,43 | ||||
| 2026-02-03 | 13F | Lumbard & Kellner, LLC | 11.020 | 0,00 | 3.695 | 2,16 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 195.100 | -12,24 | 65.411 | -10,34 | |||
| 2026-02-02 | 13F | GenTrust, LLC | 110.182 | -2,08 | 36.941 | -0,24 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 11.801 | 1,28 | 4.019 | 5,13 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 2.385 | -4,60 | 800 | -2,56 | ||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 15.644 | 0,01 | 5.245 | 2,16 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 41.341 | 2,69 | 13.861 | 4,91 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 1.749 | 0,06 | 586 | 2,27 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 8.405 | 0,56 | 2.818 | 2,77 | ||||
| 2026-02-09 | 13F | Parkside Investments, LLC | 4.500 | 0,00 | 1.509 | 2,17 | ||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 5.707 | 97,34 | 1.913 | 101,58 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.706 | 53,56 | 572 | 56,87 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 255.624 | 1,18 | 85.703 | 3,37 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 235.837 | -1,66 | 79.071 | 0,47 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 16.320 | 23,80 | 5.472 | 26,47 | ||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 3.361 | 0,00 | 1.127 | 2,18 | ||||
| 2026-01-30 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 35.323 | -1,59 | 11.843 | 0,53 | ||||
| 2026-01-22 | 13F | Investment Advisory Services Inc /tx /adv | 9.770 | 2,52 | 3.276 | 4,73 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 269.236 | 0,93 | 90.267 | 3,11 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 500 | 0,00 | 168 | 1,83 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 19 | 6 | ||||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 7.428 | 2.490 | ||||||
| 2026-01-02 | 13F | Boltwood Capital Management | 3.037 | -3,10 | 1.018 | -0,97 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 4.503 | 0,00 | 1.510 | 2,17 | ||||
| 2026-02-10 | 13F | Regency Capital Management Inc.\DE | 4.247 | 0,66 | 1.424 | 2,82 | ||||
| 2026-01-21 | 13F | Country Trust Bank | 773 | -56,94 | 259 | -56,03 | ||||
| 2026-01-13 | 13F | Guerra Pan Advisors, Llc | 785 | 0,00 | 263 | 2,33 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 459 | 0,00 | 157 | 1,29 | ||||
| 2026-02-13 | 13F | United Bank | 18.660 | 24,40 | 6.256 | 27,10 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 481.663 | 4.538,51 | 161.487 | 4.639,86 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 25.888 | -7,55 | 8.680 | -5,55 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 657 | 220 | ||||||
| 2026-01-23 | 13F | Prosperity Advisers, LLC | 54.526 | 18.281 | ||||||
| 2026-01-27 | 13F | SageGuard Financial Group, LLC | 4.950 | 1.660 | ||||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 7.928 | -28,58 | 2.658 | -27,02 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 3.098 | -3,58 | 1.039 | -1,52 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 7.284 | 24,49 | 2.442 | 27,14 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 120.412 | 0,36 | 40.371 | 2,53 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 1.593 | 0,00 | 545 | 3,23 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 61.523 | -2,55 | 20.627 | -0,44 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 979 | 0,00 | 328 | 2,18 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 24.979 | -3,48 | 8.375 | -1,40 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 894.507 | 1,70 | 299.901 | 7,16 | ||||
| 2026-01-23 | 13F | Fort Henry Capital, LLC | 17.394 | 4,68 | 5.832 | 6,93 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 8.011 | 2.686 | ||||||
| 2026-02-04 | 13F | Community Bank, N.A. | 1.905 | -73,92 | 639 | -73,38 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 9.226 | 3.093 | ||||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 4.065 | -3,51 | 1.363 | -1,45 | ||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 17.554 | 5.885 | ||||||
| 2026-01-30 | 13F | Torren Management, LLC | 106 | 36 | ||||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 2.105 | -3,35 | 706 | -1,26 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 2.303 | 29,45 | 1 | |||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 3.333 | 2,74 | 1.118 | 4,98 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 1.692 | 17,66 | 567 | 20,13 | ||||
| 2026-03-11 | 13F | Green Ridge Wealth Planning LLC | 1.453 | 487 | ||||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Safe Harbor Family Capital, LLC | 82.597 | 27.693 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2.633.443 | -3,90 | 883.144 | -0,76 | ||||
| 2026-02-05 | 13F | Conning Inc. | 49.266 | 0,00 | 16.517 | 2,16 | ||||
| 2026-02-10 | 13F | EagleClaw Capital Managment, LLC | 8.432 | -5,60 | 2.827 | -3,58 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 1.387 | 0,00 | 465 | 2,20 | ||||
| 2026-02-09 | 13F | Powell Investment Advisors, LLC | 16 | 5 | ||||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 107 | 0,00 | 36 | 0,00 | ||||
| 2026-01-21 | 13F | Access Financial Services, Inc. | 3.248 | -21,98 | 1.089 | -20,35 | ||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 303 | 102 | ||||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 2.282 | -16,50 | 765 | -14,62 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 4.409 | 0,52 | 1.478 | 2,43 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 3.615 | -13,99 | 1.212 | -12,11 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 47.798 | 22,66 | 16.025 | 25,31 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 5.015 | 47,67 | 1.681 | 50,90 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 330.625 | 2,07 | 110.849 | 4,27 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 13.652 | 78,97 | 4.577 | 82,86 | ||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 2.325 | 779 | ||||||
| 2026-01-23 | 13F | Watershed Private Wealth Llc | 7.672 | 0,17 | 2.572 | 2,35 | ||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 721 | 0,00 | 242 | 2,12 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 436 | -37,36 | 146 | -35,96 | ||||
| 2026-01-26 | 13F | Next Level Wealth Planning, LLC | 46.284 | 0,01 | 15.517 | 2,17 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 2.683 | 0,00 | 918 | 3,97 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 27.621 | -2,84 | 9.261 | -0,74 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 4.162 | 4,42 | 1.395 | 6,65 | ||||
| 2026-01-14 | 13F | EdgeRock Capital LLC | 18.201 | 6,01 | 6.102 | 8,31 | ||||
| 2026-01-29 | 13F | Dupree Financial Group, LLC | 648 | 217 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 54.388 | 2,91 | 18.235 | 5,13 | ||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 116 | 0,00 | 39 | 0,00 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 5.935 | -5,34 | 1.990 | -3,31 | ||||
| 2026-01-23 | 13F | Vested Financial Planning, LLC | 4.416 | 15,78 | 1.481 | 18,31 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 1.850 | -23,49 | 620 | -21,82 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 701 | -12,38 | 235 | -10,69 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 923 | 309 | ||||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 91.664 | 2,23 | 30.732 | 4,44 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 4.604 | 0,00 | 1.544 | 2,19 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 3.072 | 1.030 | ||||||
| 2026-02-06 | 13F | Paradigm Capital Management, LLC/NV | 1.749 | 0,06 | 1 | |||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 7.830 | -0,13 | 2.625 | 2,06 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 1.155 | 243,75 | 387 | 251,82 | ||||
| 2026-01-28 | 13F | Quaker Wealth Management, LLC | 161.000 | -12,00 | 53.978 | -10,10 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 5.117 | 1.716 | ||||||
| 2026-01-22 | 13F | Searcy Financial Services Inc /adv | 4.153 | 0,00 | 1.392 | 2,20 | ||||
| 2026-01-22 | 13F | Roffman Miller Associates Inc /pa/ | 6.927 | 0,79 | 2.323 | 2,97 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 15.578 | 2,42 | 5.112 | 10,60 | ||||
| 2026-01-14 | 13F | Chatham Capital Group, Inc. | 4.900 | 1,77 | 1.643 | 3,92 | ||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 2.350 | -5,96 | 788 | -4,02 | ||||
| 2026-02-10 | 13F | Options Solutions, Llc | 2.721 | 172,10 | 912 | 178,05 | ||||
| 2026-02-06 | 13F | KDT Advisors, LLC | 3.360 | 0,00 | 1.127 | 2,18 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 35.619 | 6,84 | 11.942 | 9,16 | ||||
| 2026-02-11 | 13F | Omnitrust Wealth Management, Inc | 13.238 | 4.438 | ||||||
| 2026-02-03 | 13F | Drucker Wealth 3.0, LLC | 52.386 | -2,74 | 17.564 | -0,64 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 13.347 | 0,11 | 4.475 | 2,26 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 14.512 | 23,38 | 4.866 | 26,04 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 3.003 | 0,23 | 1.007 | 2,34 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 39.620 | 13.213 | ||||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 1.990 | -5,91 | 667 | -3,89 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 2.228 | -0,04 | 747 | 2,19 | ||||
| 2026-01-02 | 13F | LBJ Family Wealth Advisors, Ltd. | 3.962 | -18,64 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 27.397 | 5,20 | 9.186 | 7,48 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 864 | 8,41 | 290 | 10,73 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 151.159 | -0,37 | 50.679 | 1,79 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 11.564 | 29,03 | 3.885 | 31,84 | ||||
| 2026-01-15 | 13F | Bourgeon Capital Management Llc | 3.031 | -3,87 | 1.016 | -1,74 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 11.434 | 0,21 | 3.833 | 2,38 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 3.132 | 68,03 | 1.050 | 71,69 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 742.991 | 48,65 | 249.103 | 51,87 | ||||
| 2026-02-17 | 13F | EFG International AG | 5.514 | 1.849 | ||||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 2.730 | 0,00 | 915 | 2,23 | ||||
| 2026-01-08 | 13F | Sar Wealth Management Group, Llc | 56.067 | -0,71 | 18.798 | 1,44 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 43.305 | 9,34 | 14.519 | 11,40 | ||||
| 2026-01-07 | 13F | Significant Wealth Partners LLC | 1.834 | 0,55 | 615 | 2,68 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 36.644 | 17,01 | 12.286 | 42,73 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 143.019 | 0,58 | 47.950 | 2,76 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 57.762 | -2,11 | 6.079 | -4,42 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 24.473 | 0,16 | 8.205 | 2,33 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 192.403 | 79,72 | 64.507 | 83,61 | ||||
| 2026-02-11 | 13F | Boston Research & Management Inc | 12.380 | 0,00 | 4 | 0,00 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 12.007 | -4,80 | 4.026 | -2,75 | ||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 59.859 | -0,35 | 20.069 | 1,81 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 4.002 | 0,00 | 1.342 | 2,13 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 2.544 | 0,00 | 853 | 2,16 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 1.189 | 0,08 | 399 | 2,31 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 2.905 | 974 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1.961.875 | 13,46 | 636.721 | 12,39 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 11.056 | 24,18 | 3.707 | 26,87 | ||||
| 2026-02-12 | 13F | Rowland & Co Investment Counsel/adv | 4.819 | 45,81 | 1.616 | 48,99 | ||||
| 2026-02-06 | 13F | Fischer Financial Services, Inc. | 4.050 | -2,85 | 1.358 | -0,80 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 3.368 | 0,00 | 1.129 | 2,17 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 52.178 | -9,21 | 17.494 | -7,24 | ||||
| 2026-01-27 | 13F | Vestia Personal Wealth Advisors | 1.986 | -89,14 | 673 | 0,90 | ||||
| 2026-02-11 | 13F | Taylor Hoffman Capital Management LLC | 1.991 | 5,18 | 668 | 7,41 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 316.036 | -0,21 | 103.714 | 7,75 | ||||
| 2026-01-15 | 13F | Nisa Investment Advisors, Llc | 136.128 | 60,21 | 45.640 | 63,22 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 80.576 | 2,25 | 27.015 | 4,46 | ||||
| 2026-02-05 | 13F | Everstar Asset Management, LLC | 11.232 | -0,67 | 3.766 | 1,48 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 9.399 | 98,63 | 3.151 | 103,03 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 38.198 | 0,35 | 12.807 | 2,52 | ||||
| 2026-02-05 | 13F | Flavin Financial Services, Inc. | 4.694 | 16,62 | 1.574 | 19,17 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 305.158 | 2,51 | 102.311 | 4,73 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 602 | 202 | ||||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 118.131 | -0,63 | 39.606 | 1,52 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 1.586 | -2,70 | 532 | -0,56 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 1.661 | 0,00 | 557 | 2,02 | ||||
| 2026-01-26 | 13F | Townsend & Associates, Inc | 692 | 0,00 | 237 | 4,42 | ||||
| 2026-02-13 | 13F | Markin Asset Management, LP | 1.662 | 557 | ||||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 14.060 | -72,33 | 4.714 | -71,73 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 46.771 | 15.681 | ||||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 273 | 63,47 | 92 | 68,52 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 4.406 | 23,59 | 1.477 | 26,35 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 145.901 | 32,76 | 48.917 | 35,63 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 1.847 | -0,16 | 619 | 1,98 | ||||
| 2026-01-13 | 13F | Sendero Wealth Management, LLC | 579.358 | 2,18 | 194.241 | 4,39 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 4.863.654 | -3,36 | 1.630.638 | -1,26 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 225.671 | 2,61 | 75.661 | 4,83 | ||||
| 2026-01-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 27.614 | -11,41 | 9 | -10,00 | ||||
| 2026-01-12 | 13F | Asset Allocation & Management Company, LLC | 209.126 | 8,01 | 70 | 11,11 | ||||
| 2026-01-22 | 13F | Vavra Capital Management, LLC | 3.378 | 1.133 | ||||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 3.729 | 145,01 | 1.250 | 150,00 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 2.123 | 0,00 | 713 | 1,86 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 1.903 | 0,37 | 638 | 2,57 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 1.100 | 0,00 | 369 | 2,22 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 2.009 | -13,37 | 674 | -11,56 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 15.408 | -1,71 | 5.257 | 1,64 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 17.081 | -2,28 | 5.727 | -0,17 | ||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 35.672 | -6,71 | 11.960 | -4,69 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 7.848 | 46,72 | 2.631 | 49,91 | ||||
| 2026-01-12 | 13F | Spinnaker Investment Group, LLC | 12.758 | 0,30 | 4.277 | 2,47 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 21.988 | 11,74 | 7.372 | 14,16 | ||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 698 | 2,95 | 234 | 5,41 | ||||
| 2026-01-09 | 13F | Aurelius Family Office LLC | 10.916 | -0,17 | 3.699 | 3,07 | ||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 40.772 | 13.670 | ||||||
| 2026-01-21 | 13F | Tandem Investment Partners LLC | 13.317 | -8,30 | 4.465 | -6,32 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 4.104 | 0,56 | 1.376 | 2,69 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 1.831 | -94,03 | 614 | -93,87 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 9.771 | 0,27 | 3.276 | 2,41 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 295 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 1.090 | -3,71 | 366 | -1,88 | ||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 1.120 | -0,44 | 369 | 7,60 | ||||
| 2026-01-12 | 13F | Aurdan Capital Management, LLC | 12.366 | 0,00 | 4.146 | 2,14 | ||||
| 2026-01-22 | 13F | Lee Financial Co | 10.037 | -2,38 | 3.365 | -0,41 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 562 | 0,00 | 188 | 2,17 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 3.283 | 0,00 | 1.101 | 1,85 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 409.500 | 13,28 | 137.293 | 15,73 | |||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 108.525 | 4,91 | 36.385 | 7,18 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 29.845 | 25,19 | 10.006 | 27,90 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 69.400 | 37,70 | 23.268 | 40,68 | |||
| 2026-01-14 | 13F | Verum Partners LLC | 15.097 | -3,21 | 5.062 | -1,11 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 11.070 | 0,04 | 3.711 | 2,20 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 10.411 | -0,54 | 3.490 | 1,63 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 36.565 | 4,71 | 12.543 | 9,45 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 188.350 | 0,72 | 63.148 | 2,90 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 666 | 223 | ||||||
| 2026-02-04 | 13F | JSF Financial, LLC | 998 | 4,50 | 335 | 6,71 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 17.158 | 46,09 | 5.753 | 48,82 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 2.493 | 0,24 | 836 | 2,33 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 130.926 | -0,12 | 89.281 | 2,24 | ||||
| 2026-01-12 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 7.302 | -6,77 | 2.448 | -4,75 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 34.343 | 0,00 | 11.514 | 2,17 | ||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 18.793 | 2,82 | 6.301 | 5,04 | ||||
| 2026-02-03 | 13F | Gateway Investment Advisers Llc | 6.727 | -15,91 | 2.255 | -14,10 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 470 | -2,08 | 158 | 0,00 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 8 | 33,33 | 3 | 100,00 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 6.724 | 0,67 | 2.254 | 2,88 | ||||
| 2026-02-05 | 13F | Johnson & White Wealth Management, LLC | 1.700 | -1,62 | 570 | 0,53 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 2.184 | 6,23 | 732 | 8,61 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 6.682 | 9,65 | 2.240 | 12,06 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 4 | 1 | ||||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 18.065 | -0,89 | 6.057 | 1,25 | ||||
| 2026-01-28 | 13F | Ramiah Investment Group | 31.903 | 5,57 | 10.696 | 7,86 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 35.722 | -53,70 | 11.976 | 3,41 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 511.928 | -1,49 | 167.999 | 6,37 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 2.577 | 0,31 | 871 | 3,57 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 2.545 | -1,32 | 853 | 0,83 | ||||
| 2026-01-09 | 13F | Silvia Mccoll Wealth Management, Llc | 1.162 | 0,00 | 390 | 2,10 | ||||
| 2026-01-26 | 13F | Tribridge Partners Financial LLC | 1.235 | 6,28 | 414 | 8,09 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 15.329 | -31,14 | 5.139 | -29,65 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 11.768 | 38,86 | 3.945 | 41,40 | ||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 727 | -0,68 | 0 | |||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 2.714 | 9,88 | 910 | 12,22 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 11.287 | -2,00 | 3.784 | 0,13 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 79.638 | 26.700 | ||||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 6.810 | -0,07 | 2.283 | 2,10 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 72.119 | 2,55 | 24.179 | 4,77 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 943.855 | 1,15 | 316.446 | 3,34 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 2.551 | -6,69 | 855 | -4,68 | ||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 4.006 | 31,22 | 1 | 0,00 | ||||
| 2026-01-27 | 13F | Rainey & Randall Investment Management Inc. | 819 | 0,00 | 275 | 1,86 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 3.363 | 0,57 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 2.150 | -1,78 | 721 | 0,28 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 36.382 | 1,38 | 12.198 | 3,58 | ||||
| 2025-11-13 | 13F | Prudential Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 315.628 | 20,84 | 105.821 | 23,45 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 1.878 | 630 | ||||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 6.892 | 7,39 | 2.311 | 9,69 | ||||
| 2026-01-22 | 13F | Charter Trust Co | 1.795 | 0,00 | 602 | 2,04 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 2.204 | 739 | ||||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Call | 1.600 | -23,81 | 536 | -22,21 | |||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Put | 1.500 | 0,00 | 503 | 2,03 | |||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 34.482 | 6,03 | 11.561 | 8,32 | ||||
| 2026-02-04 | 13F | Oxbow Advisors, LLC | 7.630 | 0,00 | 2.558 | 2,20 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 1.065 | 357 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 20.721 | 21,91 | 7 | 20,00 | ||||
| 2026-01-29 | 13F | Traub Capital Management LLC | 852 | 0,00 | 286 | 2,15 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 581.804 | 2,15 | 195.061 | 4,75 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 1.386 | 0,95 | 465 | 3,11 | ||||
| 2026-02-13 | 13F | LiftPoint Family Wealth Advisors LLC | 993 | 333 | ||||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 1.073 | 5,30 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 1.342 | 1,74 | 450 | 4,17 | ||||
| 2026-01-23 | 13F | Oxler Private Wealth LLC | 2.049 | 0,00 | 687 | 2,08 | ||||
| 2026-02-02 | 13F | Advanced Asset Management Advisors Inc | 5 | 2 | ||||||
| 2026-01-26 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 1.408 | -6,01 | 472 | -4,07 | ||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 166.995 | 2,79 | 55.989 | 5,02 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 1.654 | -1,55 | 555 | 0,54 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 8.088 | -1,84 | 2.712 | 0,26 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 100 | 0,00 | 34 | 3,13 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 7.420 | 0,00 | 2.488 | 2,18 | ||||
| 2026-01-13 | 13F | Shearwater Capital LLC | 747 | 0,00 | 250 | 2,04 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 408 | 0,00 | 137 | 1,49 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 24 | 2.300,00 | 8 | |||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 379 | 7,98 | 127 | 10,43 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 1.203 | 7,89 | 403 | 10,41 | ||||
| 2026-01-14 | 13F | Eastern Bank | 33.098 | -0,86 | 11.097 | 1,29 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 26.528 | 1,71 | 8.894 | 3,91 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 4.835 | -5,88 | 1.621 | -3,86 | ||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 3.331 | 14,59 | 1.117 | 16,98 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 602 | -29,18 | 202 | -27,96 | ||||
| 2026-01-09 | 13F | Friday Financial | 16.547 | 0,49 | 5.548 | 2,67 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 5.078 | 21,28 | 1.703 | 23,87 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 616 | 207 | ||||||
| 2026-01-14 | 13F | Kaufman Rossin Wealth, LLC | 9.564 | -1,13 | 3.207 | 1,01 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 154.364 | 24,83 | 50.667 | 34,78 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 5.898 | -0,02 | 1.977 | 2,17 | ||||
| 2026-02-12 | 13F | Nuveen, LLC | 157.379 | 28,37 | 52.764 | 31,15 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 2.171.354 | 14,94 | 727.990 | 17,42 | ||||
| 2025-11-12 | 13F | Aletheian Wealth Advisors LLC | 4.198 | -0,02 | 1.378 | 7,92 | ||||
| 2026-01-09 | 13F | Community Trust & Investment Co | 774 | 0,00 | 259 | 1,97 | ||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 867 | 2,12 | 291 | 3,57 | ||||
| 2026-01-27 | 13F | Novem Group | 10.115 | -0,07 | 3.391 | 2,11 | ||||
| 2026-01-23 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 12.702 | -0,56 | 4.259 | 1,57 | ||||
| 2026-01-28 | 13F | Hudson Value Partners, LLC | 22.267 | 8,17 | 7.472 | 10,61 | ||||
| 2026-02-12 | 13F | Andina Capital Management, LLC | 2.303 | 4,92 | 772 | 7,22 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 705 | -0,98 | 242 | 3,43 | ||||
| 2026-01-12 | 13F | Wiser Wealth Management, Inc | 3.815 | -7,09 | 1.279 | -5,05 | ||||
| 2026-02-13 | 13F | Ames National Corp | 10.230 | -0,38 | 3.430 | 1,78 | ||||
| 2026-02-13 | 13F | Sovereign Investment Advisors, LLC | 29.908 | -3,69 | 10.027 | -1,61 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 45.676 | -7,41 | 15.314 | -5,67 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 5.517 | -3,70 | 1.887 | 0,05 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 9.185 | 7,43 | 3.079 | 9,77 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 64 | 0,00 | 21 | 0,00 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 598 | -0,83 | 200 | 1,52 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 758 | -0,39 | 254 | 2,01 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 7.202 | -0,08 | 2.415 | 2,07 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 11.783 | 0,00 | 3.950 | 2,17 | ||||
| 2026-01-15 | 13F | Great Waters Wealth Management | 1.673 | -4,29 | 561 | -2,27 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 94.748 | 4,09 | 31.766 | 6,35 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 43.893 | 0,44 | 14.716 | 2,62 | ||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 3.564 | -9,29 | 1.195 | -7,29 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 3.328 | 11,38 | 1.116 | 13,88 | ||||
| 2026-01-22 | 13F | City Holding Co | 15.574 | -1,02 | 5.221 | 1,12 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 4.699 | 3,00 | 1.609 | 7,41 | ||||
| 2025-10-27 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 1.291 | 0,00 | 433 | 2,13 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 2.330 | -6,16 | 781 | -4,05 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 89 | 30 | ||||||
| 2026-01-12 | 13F | Brucke Financial, Inc. | 713 | -0,97 | 239 | -0,83 | ||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 5.284 | 0,09 | 1.772 | 2,25 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 6.002 | 2.012 | ||||||
| 2026-01-12 | 13F | Ccm Investment Advisers Llc | 779 | 0,00 | 261 | 2,35 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 1.661.237 | 1,12 | 556.963 | 3,31 | ||||
| 2026-02-10 | 13F | Swisher Financial Concepts, Inc. | 46.452 | 3,03 | 15.574 | 5,26 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 17.310 | 49,55 | 5.803 | 52,51 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 11.376 | -7,01 | 3.850 | -3,80 | ||||
| 2026-02-11 | 13F | Hapanowicz & Associates Financial Services, Inc | 672 | -8,32 | 225 | -6,25 | ||||
| 2026-01-23 | 13F | Monarch Capital Management Inc/ | 806 | 0,00 | 270 | 1,89 | ||||
| 2025-10-21 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 2.101 | 134,49 | 704 | 139,46 | ||||
| 2025-10-21 | 13F | BetterWealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Syntax Research, Inc. | 1.245 | 0,57 | 417 | 2,71 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 85.598 | -3,25 | 28.698 | -1,16 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 8.186 | -20,69 | 2.744 | -18,98 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 2.982 | 37,29 | 1.000 | 40,31 | ||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 75.916 | 4,27 | 25.452 | 6,23 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 167 | 0,00 | 56 | 1,85 | ||||
| 2026-01-13 | 13F | Norden Group Llc | 1.755 | 0,63 | 589 | 2,80 | ||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 2.660 | 0,23 | 892 | 2,30 | ||||
| 2026-01-28 | 13F | Columbia Asset Management | 25 | 8 | ||||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 3.421 | 7,51 | 1.117 | 6,99 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 1.085 | 31,52 | 364 | 34,44 | ||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 7.470 | 0,00 | 2.504 | 2,16 | ||||
| 2026-01-26 | 13F | Xcel Wealth Management, LLC | 651 | 0,00 | 218 | 2,35 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 14.974 | 0,35 | 5.020 | 2,51 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 20.752 | 4,30 | 6.958 | 6,26 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 1.131 | 2,63 | 379 | 4,70 | ||||
| 2026-02-20 | 13F | Catalyst Investment Management LLC | 1.512 | 507 | ||||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 71.773 | -2,08 | 24.063 | 0,04 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 17.188 | 1,05 | 5.762 | 3,24 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 17.091 | 3,02 | 5.730 | 5,25 | ||||
| 2026-01-14 | 13F | Mirador Capital Partners LP | 1.911 | 12,68 | 641 | 15,11 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 52.879 | -13,87 | 18 | -15,00 | ||||
| 2026-02-14 | 13F | American Trust | 17.350 | 8,93 | 5.817 | 11,29 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 21.008 | 110,69 | 7.044 | 115,25 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 61 | 0,00 | 21 | 0,00 | ||||
| 2026-01-09 | 13F | Park Place Capital Corp | 800 | 0,25 | 268 | 2,29 | ||||
| 2026-01-09 | 13F | Aull & Monroe Investment Management Corp | 1.345 | -0,74 | 451 | 1,35 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 2.066 | 0,00 | 693 | 2,06 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 11.091 | -22,87 | 3.718 | -21,21 | ||||
| 2025-11-07 | 13F | Ade, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Westend Capital Management LLC | 345 | 56,82 | 116 | 59,72 | ||||
| 2026-01-23 | 13F | Gainplan LLC | 1.069 | 358 | ||||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 3.997 | -3,90 | 1.340 | -1,76 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 41.490 | 6,20 | 13.910 | 17,15 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 4.113 | 0,76 | 1 | 0,00 | ||||
| 2026-01-14 | 13F | Sjbenen Advisory, Llc | 48.155 | 7.701 | ||||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 46.610 | -3,95 | 15.627 | -1,88 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 9.907 | -6,47 | 3.321 | -4,46 | ||||
| 2025-10-23 | 13F | Nestegg Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 17.827 | 0,54 | 5.977 | 2,70 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 104.380 | -3,69 | 34.995 | -1,61 | ||||
| 2025-10-16 | 13F | Precision Wealth Strategies, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 3.864 | 25,82 | 1.295 | 28,60 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 2.011 | -1,85 | 674 | 0,30 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 3.254 | 1.091 | ||||||
| 2026-02-04 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 2.686.800 | 0,00 | 900.803 | 2,16 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 3.055.143 | 3,24 | 1.024.298 | 5,47 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 60.528 | -4,77 | 20.293 | -2,70 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 1.543 | 0,00 | 523 | 3,36 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 5.530 | -48,24 | 1.854 | -42,03 | ||||
| 2026-01-23 | 13F | Schwab Charitable Fund | 4.325 | 59,95 | 1.450 | 63,47 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 8.937 | 2.996 | ||||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 758 | 0,00 | 254 | 2,42 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 917 | -3,58 | 308 | -1,60 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 1.981 | -2,37 | 664 | -0,45 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 6.235 | -37,90 | 2.090 | -36,57 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 30.174 | 10,71 | 10.117 | 13,09 | ||||
| 2026-02-12 | 13F | Advocate Investing Services LLC | 217 | 73 | ||||||
| 2026-02-02 | 13F | Everest Management Corp. | 15.133 | 70,71 | 5.074 | 74,39 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 2.494 | 0,04 | 836 | 2,20 | ||||
| 2026-01-21 | 13F | Canton Hathaway, LLC | 340 | 0,00 | 114 | 0,89 | ||||
| 2026-02-19 | 13F | WealthPoint Financial, LLC | 694 | 233 | ||||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 1.087 | -7,17 | 364 | -5,21 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 15.891 | 5,42 | 5.328 | 7,70 | ||||
| 2026-01-29 | 13F | Solidarilty Wealth, LLC | 4.687 | -0,06 | 1.571 | 1,81 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 8.305 | 4,16 | 2.784 | 6,42 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 550 | -89,31 | 2 | 0,00 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 10.261 | -0,21 | 3.440 | 1,96 | ||||
| 2026-02-11 | 13F | DB&C Advisors, LLC | 1.618 | 542 | ||||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 2.155 | -0,46 | 723 | 1,69 | ||||
| 2026-01-15 | 13F | Elser Financial Planning, Inc | 1.460 | 0,21 | 490 | 1,88 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 65.605 | 22 | ||||||
| 2026-01-14 | 13F | Woodstock Corp | 1.089 | 0,00 | 365 | 2,24 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 17.682 | -6,72 | 5.928 | -4,69 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 1.374 | 4,57 | 461 | 6,73 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 7.109 | -1,56 | 2.383 | 0,55 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 38.580 | -0,13 | 12.935 | -0,77 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 7.901 | 3,57 | 2.649 | 5,79 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 1.788 | 4,26 | 599 | 6,58 | ||||
| 2026-02-17 | 13F | Fortune 45 LLC | 3.620 | 0,56 | 1.217 | 3,40 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 1.423 | 15,60 | 477 | 18,36 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 779 | 1,56 | 261 | 3,98 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 6.370 | 0,68 | 2.136 | 2,84 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 648 | -21,26 | 217 | -19,63 | ||||
| 2026-01-14 | 13F | First County Bank /CT/ | 2.218 | 0,00 | 744 | 2,20 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 37.795 | -3,09 | 12.671 | -1,00 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 3.721 | -1,30 | 1.247 | 0,81 | ||||
| 2026-01-09 | 13F | BOS Asset Management, LLC | 9.255 | -0,97 | 3.103 | 1,14 | ||||
| 2025-10-08 | 13F | Veracity Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Torray Llc | 742 | 0,41 | 249 | 2,48 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 15.714 | 95,18 | 5.269 | 99,39 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 3.876 | -4,41 | 1.300 | -2,33 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 31.494 | -17,23 | 10.559 | -15,45 | ||||
| 2026-01-23 | 13F | Atala Financial Inc | 25.054 | 1,98 | 8.400 | 4,19 | ||||
| 2026-01-23 | 13F | Parthenon Llc | 5.407 | -3,31 | 1.813 | -1,25 | ||||
| 2026-01-09 | 13F | S.E.E.D. Planning Group LLC | 6.977 | -10,41 | 2.339 | -8,45 | ||||
| 2026-01-28 | 13F | North Point Portfolio Managers Corp/oh | 1.400 | -2,98 | 469 | -0,85 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 718 | 11,32 | 241 | 13,74 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 14.323 | 1,12 | 4.802 | 3,29 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 10 | 3 | ||||||
| 2026-01-28 | 13F | Libra Wealth Llc | 211.271 | 5,27 | 70.833 | 7,55 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 3.985 | 0,03 | 1.336 | 2,14 | ||||
| 2026-01-22 | 13F | Colony Family Offices, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 5.412 | -6,01 | 1.776 | 1,49 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 53.389 | 9,98 | 17.900 | 12,36 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 1.455 | 82,10 | 488 | 85,88 | ||||
| 2026-01-15 | 13F | Heirloom Wealth Management | 686 | 230 | ||||||
| 2026-02-06 | 13F | Associated Banc-corp | 46.273 | -16,69 | 15.514 | -14,89 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 727 | 0,00 | 244 | 2,10 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 578.222 | 2,90 | 193.860 | 5,13 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 1.548 | 34,26 | 519 | 37,04 | ||||
| 2026-03-02 | 13F | Amicus Financial Advisors, LLC | 88.046 | 29.519 | ||||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 1.388 | 465 | ||||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 765 | 256 | ||||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 66.149 | 1,48 | 22.178 | 3,68 | ||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 9.644 | -57,08 | 3.233 | -56,16 | ||||
| 2026-02-04 | 13F | Northeast Investment Management | 5.575 | 0,31 | 1.869 | 2,52 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 783 | 1,03 | 262 | 3,15 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.184.878 | -2,37 | 733.843 | -0,11 | ||||
| 2026-01-06 | 13F | Armstrong Henry H Associates Inc | 4.449 | 0,00 | 1.492 | 2,12 | ||||
| 2026-01-23 | 13F | Paragon Capital Management Inc | 8.082 | 86,57 | 2.710 | 90,64 | ||||
| 2026-01-29 | 13F/A | Stockman Wealth Management, Inc. | 5.102 | 44,61 | 1.710 | 47,80 | ||||
| 2026-01-21 | 13F | Figure 8 Investment Strategies Llc | 1.763 | -1,12 | 591 | 1,03 | ||||
| 2026-02-17 | 13F | Johns Hopkins University | 1.310 | 49,71 | 439 | 52,96 | ||||
| 2026-01-26 | 13F | Code Waechter LLC | 918 | -1,50 | 308 | 0,99 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 6.287 | 0,05 | 2.108 | 2,18 | ||||
| 2025-10-24 | 13F | Aventus Investment Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 420.148 | 5,11 | 140.863 | 7,38 | ||||
| 2026-02-13 | 13F | Winter & Associates, Inc. | 5.113 | 1.714 | ||||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 12.135 | 1,85 | 4.069 | 4,04 | ||||
| 2026-01-09 | 13F | Rf&l Wealth Management, Llc | 15.606 | -0,28 | 5.232 | 1,89 | ||||
| 2026-01-20 | 13F | Prospera Capital Management, LLC | 238.231 | -6,06 | 79.872 | -4,03 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 7.162 | -6,29 | 2.401 | -4,72 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 69.000 | 2,72 | 23.134 | 4,94 | ||||
| 2026-01-23 | 13F | PMG Wealth Management, Inc. | 688 | 9,38 | 231 | 12,20 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 3.283 | -0,06 | 1.101 | 2,04 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 4.765 | 1.598 | ||||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 2.066 | 1,62 | 693 | 3,75 | ||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 6.291 | 2.109 | ||||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 52.568 | -0,62 | 17.624 | 1,53 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 3.126 | -24,73 | 1.048 | -23,05 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 4.251 | -1,60 | 1.425 | 0,21 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 39.187 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Resolute Capital, Llc | 8.497 | 2.849 | ||||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 191.875 | 1,26 | 64.330 | 3,45 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 280 | 0,00 | 94 | 2,20 | ||||
| 2026-01-22 | 13F | Cache Advisors, LLC | 950 | 0,00 | 319 | 2,25 | ||||
| 2026-01-23 | 13F | Sfm, Llc | 7.737 | -4,02 | 2.594 | -1,97 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 58.772 | 29,98 | 19.704 | 32,79 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 1.293 | 0,00 | 434 | 2,12 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 45.390 | -0,53 | 15.218 | 1,62 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 764 | 1,60 | 256 | 3,64 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 2.468 | 0,57 | 827 | 2,73 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 102.635 | -2,38 | 34.410 | -0,27 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 7.846 | 904,61 | 2.631 | 927,34 | ||||
| 2026-02-05 | 13F | S&co Inc | 2.882 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 61.562 | 12,88 | 21 | 17,65 | ||||
| 2025-11-12 | 13F | Barr E S & Co | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 4.084 | 1.369 | ||||||
| 2026-02-09 | 13F | Narus Financial Partners, LLC | 14.300 | 0,32 | 4.794 | 2,48 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 627 | 0,16 | 210 | 2,44 | ||||
| 2026-01-06 | 13F | Sage Capital Advisors,llc | 4.034 | 4,78 | 1.353 | 7,05 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 1.040 | 2,26 | 349 | 4,50 | ||||
| 2025-11-10 | 13F | Beverly Hills Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 995 | 2,79 | 334 | 5,05 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 6.658 | 74,34 | 2.281 | 82,04 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 17.596 | 1,56 | 5.900 | 3,76 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 3.488 | 106,76 | 1.169 | 111,39 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 9.152 | -3,61 | 3.068 | -1,51 | ||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 8.723 | 11,12 | 2.925 | 13,51 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 12.308 | 1,14 | 4.127 | 3,33 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 24.555 | 2,64 | 8.233 | 4,87 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 12.638 | 2,22 | 4.237 | 4,44 | ||||
| 2026-02-11 | 13F | SAM Advisors, LLC | 305.780 | -1,69 | 102.519 | 0,43 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management LLP | 845 | 40,83 | 283 | 44,39 | ||||
| 2026-02-04 | 13F | Concentrum Wealth Management | 4.596 | 0,00 | 1.541 | 2,12 | ||||
| 2026-01-15 | 13F | ALM First Financial Advisors, LLC | 14.000 | 0,00 | 3.750 | 2,18 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 1.075 | -12,24 | 360 | -10,45 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 354.860 | -1,29 | 118.974 | 0,84 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 6.653 | 0,00 | 2.231 | 2,15 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 264 | 0,00 | 89 | 2,33 | ||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 58.322 | 1,49 | 19.553 | 3,69 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 2.410 | -1,75 | 808 | 0,37 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 14.973 | -0,47 | 5 | 25,00 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 463 | |||||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 68 | 23 | ||||||
| 2026-01-09 | 13F | Baron Financial Group, LLC | 5.959 | -0,67 | 1.998 | 1,47 | ||||
| 2026-02-02 | 13F | Riverstone Advisors, LLC | 3.259 | 0,09 | 1.093 | 2,25 | ||||
| 2026-01-09 | 13F | McCollum Christoferson Group LLC | 1.361 | 0,00 | 456 | 2,24 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 20 | 0,00 | 7 | 0,00 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 3.693 | 32,56 | 1.238 | 35,45 | ||||
| 2026-02-10 | 13F | Chartist Inc /ca/ | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Wealth Forward, LLC | 976 | 1,35 | 327 | 3,48 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 5.314 | 142,98 | 1.782 | 148,40 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17.154 | 0,78 | 5.751 | 2,97 | ||||
| 2026-01-08 | 13F | Fermata Advisors, LLC | 7.092 | 13,96 | 2.378 | 16,41 | ||||
| 2026-01-22 | 13F | Bnc Wealth Management, Llc | 13.752 | -6,77 | 4.611 | -4,75 | ||||
| 2026-01-20 | 13F | Pine Harbor Wealth Management, LLC | 47.773 | -9,92 | 16.017 | -7,97 | ||||
| 2026-01-07 | 13F | Everpar Advisors Llc | 4.691 | 0,28 | 1.573 | 2,41 | ||||
| 2026-01-20 | 13F | Arta Finance Wealth Management LLC | 39.820 | 13.350 | ||||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 3.910 | 29,47 | 1.311 | 32,19 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 653 | -19,58 | 219 | -18,05 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 3.252.250 | 0,72 | 1.090.382 | 2,90 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 310 | 104 | ||||||
| 2026-02-06 | 13F | Cadence Wealth Management LLC | 1.140 | 10,89 | 382 | 13,35 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 19.267 | 0,04 | 6.323 | 8,01 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 840 | 0,00 | 282 | 2,18 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 315.825 | 153,27 | 105.887 | 158,75 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 8.756 | -46,42 | 2.936 | -45,42 | ||||
| 2025-10-20 | 13F | Weaver Capital Management LLC | Put | 656 | 8,07 | |||||
| 2026-01-08 | 13F | Spartan Planning & Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | J.M. Arbour, LLC | 2.566 | 860 | ||||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 2.582 | -2,01 | 866 | 0,12 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 6.924 | 8,53 | 2.321 | 10,89 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 4.439 | -3,16 | 1.488 | -1,06 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 5.007 | 12,21 | 1.679 | 14,62 | ||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 1.241 | 4,20 | 416 | 6,39 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 8.362 | -1,36 | 2.804 | 0,79 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 501.579 | -23,66 | 168.164 | -23,04 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 5.190 | -1,98 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 15.387 | 9,63 | 5.159 | 11,94 | ||||
| 2026-01-22 | 13F | Paragon Capital Management Ltd | 1.448 | -2,95 | 486 | -0,82 | ||||
| 2026-01-14 | 13F | Thompson Investment Management, Inc. | 9.542 | 0,01 | 3.199 | 2,17 | ||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 23.253 | 16,13 | 7.796 | 18,66 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 509.439 | 0,07 | 170.800 | 22,08 | ||||
| 2026-01-28 | 13F | Arbor Capital Management Inc /adv | 791 | -5,61 | 270 | -2,54 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 32.628 | -3,34 | 10.939 | -1,25 | ||||
| 2026-01-20 | 13F | American National Bank | 2.789 | 0,00 | 935 | 2,19 | ||||
| 2026-01-07 | 13F | KFA Private Wealth Group, LLC | 7.364 | 12,44 | 2.469 | 14,89 | ||||
| 2025-11-14 | 13F | Ebor Charitable Trust | 97.901 | 4,90 | 27.722 | -2,27 | ||||
| 2026-01-26 | 13F | MOKAN Wealth Management Inc. | 1.198 | 402 | ||||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 16 | -72,88 | 5 | -73,68 | ||||
| 2026-01-13 | 13F | Trinity Financial Advisors LLC | 42.058 | -3,52 | 14.101 | -1,71 | ||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 10.904 | -2,92 | 3.656 | -0,84 | ||||
| 2026-01-21 | 13F | Finward Bancorp | 841 | 3,70 | 282 | 5,64 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 99.246 | 48,92 | 22.451 | 2,66 | ||||
| 2026-01-27 | 13F | Oak Harvest Investment Services | 1.955 | 13,14 | 656 | 15,52 | ||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 41.486 | -30,61 | 13.909 | -29,10 | ||||
| 2026-01-27 | 13F | PFG Advisors | 143.238 | -3,18 | 48.023 | -1,08 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Northstar Asset Management Llc | 74.936 | 0,97 | 25.124 | 3,15 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 116.165 | 10,66 | 39.561 | 11,52 | ||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 2.494 | 16,11 | 836 | 18,75 | ||||
| 2026-02-24 | 13F | West Virginia University Foundation, Inc | 728.924 | 55,22 | 244.386 | 58,58 | ||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 59.151 | 2,34 | 19.832 | 4,56 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 201.060 | -0,01 | 67.409 | 2,16 | ||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 1.500 | 0,94 | 503 | 3,08 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 4.582 | 1.536 | ||||||
| 2026-01-22 | 13F | Kingsman Wealth Management, Inc. | 3.108 | 0,55 | 1.042 | 2,76 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 210.575 | 3,13 | 71 | 4,48 | ||||
| 2026-01-06 | 13F | Clark Financial Services Group Inc /bd | 1.208 | 6,90 | 409 | 10,54 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 15.971 | 21,67 | 5.354 | 24,31 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 84.653 | -4,10 | 28.382 | -2,02 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 6.293 | -0,11 | 2.110 | 2,03 | ||||
| 2026-02-12 | 13F | Quantum Capital Management, LLC / NJ | 141 | 0,00 | 47 | 2,17 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 2.870 | -1,71 | 962 | 0,42 | ||||
| 2026-02-24 | 13F | Alternative Investment Advisors, LLC. | 704 | 11,92 | 236 | 14,56 | ||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 8.024 | -2,61 | 2.690 | -0,48 | ||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 12.109 | -6,15 | 4.060 | -4,11 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 21.947 | 0,49 | 7.358 | 2,68 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 3.499 | 1 | ||||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 17.375 | 113,61 | 5.825 | 118,25 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 6.783 | 156,25 | 2.274 | 161,98 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 122.059 | 1,23 | 40.923 | 3,42 | ||||
| 2026-01-09 | 13F | GEM Asset Management, LLC | 1.360 | 30,77 | 463 | 35,09 | ||||
| 2026-01-13 | 13F | Balanced Wealth Group Llc | 4.256 | -2,23 | 1.401 | 5,98 | ||||
| 2026-01-20 | 13F | Home Federal Bank Of Tennessee | 729 | -5,81 | 244 | -3,94 | ||||
| 2025-11-13 | 13F | DLD Asset Management, LP | Call | 0 | -100,00 | 0 | ||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 2.548 | 0,43 | 868 | 4,21 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 863 | 0,12 | 289 | 2,48 | ||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 18.482 | -0,54 | 6.196 | 1,34 | ||||
| 2025-11-14 | 13F | NFP Retirement, Inc. | Put | 61 | 0,00 | |||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 1.433 | 4,22 | 480 | 6,43 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 9.097 | -7,77 | 3.050 | -5,75 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 1.883 | 0,05 | 642 | 0,94 | ||||
| 2026-01-27 | 13F | Vision Capital Management, Inc. | 2.745 | 0,00 | 920 | 2,22 | ||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 204.898 | 1,56 | 68.696 | 3,75 | ||||
| 2026-01-30 | 13F | Ellenbecker Investment Group | 1.002 | 11,71 | 336 | 13,95 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 2.421.782 | 3,32 | 811.951 | 5,56 | ||||
| 2026-01-21 | 13F | Palumbo Wealth Management LLC | 2.207 | 740 | ||||||
| 2026-02-09 | 13F | Unified Investment Management | 1.361 | 0,00 | 456 | 2,24 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 1.538 | -6,90 | 516 | -4,98 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 15.294 | -7,11 | 5.128 | -5,37 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 18.703 | 2,52 | 6.271 | 4,73 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 2.256 | -13,96 | 756 | -12,09 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 10.611 | 20,79 | 3.482 | 30,46 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 1.140 | 0,00 | 382 | 2,14 | ||||
| 2026-01-29 | 13F | BKM Wealth Management, LLC | 5.198 | 0,17 | 1.743 | 2,29 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.067.920 | -2,03 | 693.312 | 0,09 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 648 | 217 | ||||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 3.064 | -10,54 | 1.027 | -8,63 | ||||
| 2026-01-23 | 13F | Mustard Seed Financial, LLC | 715 | -2,85 | 240 | -0,83 | ||||
| 2026-01-15 | 13F | Hengehold Capital Management Llc | 3.826 | -9,74 | 1.283 | -7,84 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 4.514 | 3,22 | 1.513 | 5,44 | ||||
| 2026-01-29 | 13F | Cornerstone National Bank & Trust Co | 71.029 | 1,90 | 23.814 | 4,11 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 121.148 | 5,67 | 40.617 | 7,96 | ||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 281.603 | -8,31 | 94.413 | -6,33 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 35.525 | 2,23 | 11.911 | 4,45 | ||||
| 2026-02-03 | 13F | Encompass More Asset Management | 7.263 | -46,55 | 2.435 | -45,41 | ||||
| 2026-02-10 | 13F | Factorial Partners, Llc | 18.250 | 54,66 | 6.119 | 58,01 | ||||
| 2026-01-23 | 13F | Bryant Woods Investment Advisors, LLC | 597 | 200 | ||||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 12.540 | -1,91 | 4.204 | 0,21 | ||||
| 2026-01-14 | 13F | Flywheel Private Wealth LLC | 6.430 | -0,22 | 2.156 | 1,94 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 9.025 | 0,00 | 3.026 | 2,16 | ||||
| 2026-01-23 | 13F | SimpliFi, Inc. | 4.977 | -4,29 | 1.669 | -2,23 | ||||
| 2026-02-17 | 13F | Crabel Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Collective Family Office Llc | 1.500 | 0,00 | 503 | 2,03 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 11.159 | 10,55 | 3.741 | 12,95 | ||||
| 2026-01-13 | 13F | Regatta Capital Group, Llc | 6.395 | -4,72 | 2.144 | -2,63 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 125.060 | 76,80 | 41.929 | 80,62 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | Put | 4.900 | 0,00 | 1.643 | 2,11 | |||
| 2026-01-14 | 13F | USA Financial Portformulas Corp | 2.029 | -5,98 | 680 | -3,95 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 279.269 | 1.948,03 | 94.315 | 2.008,07 | ||||
| 2026-02-17 | 13F | Obsido Oy | 197.497 | 7,00 | 66.215 | 9,32 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 93.385 | 1,77 | 31.309 | 3,97 | ||||
| 2026-02-04 | 13F | Tepp RIA, LLC | 1.070 | 4,19 | 359 | 6,23 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 2.956 | 0,54 | 991 | 2,80 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 633 | 1.306,67 | 212 | 1.414,29 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 10.352 | 0,42 | 3.471 | 2,60 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 5.019 | 162,23 | 1.683 | 189,50 | ||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 4.501 | 0,00 | 1.509 | 2,17 | ||||
| 2026-01-09 | 13F | jvl associates llc | 146.032 | -0,35 | 48.960 | 1,80 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 11.179 | 498,13 | 3.748 | 511,26 | ||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 739 | 248 | ||||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 1.450 | -1,02 | 486 | 1,25 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 54.834 | -2,20 | 18.384 | -0,09 | ||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 9.435 | -0,43 | 3.163 | 1,74 | ||||
| 2026-02-12 | 13F | Fortress Private Ledger, Llc | 677 | 0,00 | 227 | 1,80 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 1.868 | 24,28 | 626 | 26,98 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 3.669 | 0,99 | 1.230 | 2,93 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 2.585 | -10,15 | 867 | -9,03 | ||||
| 2026-01-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 10.453 | 1.100 | ||||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 2.462 | 0,00 | 825 | 2,23 | ||||
| 2026-01-21 | 13F | Financial Architects, LLC | 80.806 | -1,84 | 27.092 | 0,28 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 1 | 0 | ||||||
| 2026-01-15 | 13F | Polaris Investment Advisors, LLC | 2.745 | 920 | ||||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 859 | 2,02 | 288 | 3,99 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 29.015 | -13,43 | 9.728 | -11,56 | ||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 1.606 | 2,62 | 538 | 4,87 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 3.806 | 4,22 | 1.276 | 6,51 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 876.258 | 8,42 | 293.783 | 10,76 | ||||
| 2026-01-28 | 13F | Wealth Science Advisors LLC | 1.073 | 360 | ||||||
| 2026-01-26 | 13F | Prairiewood Capital, LLC | 3.442 | 1.154 | ||||||
| 2026-01-15 | 13F | Vannoy Advisory Group, Inc. | 26.973 | -4,42 | 9.043 | -2,35 | ||||
| 2026-02-10 | 13F | Chico Wealth RIA | 2.532 | 0,04 | 849 | 2,17 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 2.753 | -7,90 | 923 | -5,92 | ||||
| 2026-01-29 | 13F | Virtus Wealth Solutions LLC | 1.906 | 8,42 | 639 | 10,94 | ||||
| 2026-02-09 | 13F | Eaton Financial Holdings Company, LLC | 7.319 | 6,92 | 2.454 | 9,22 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 2.539.532 | -1,00 | 851.429 | 1,11 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 672 | 0,60 | 225 | 2,74 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 186.480 | -0,11 | 62.521 | 2,05 | ||||
| 2026-01-20 | 13F | Pflug Koory, LLC | 5 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 348.344 | 0,52 | 116.790 | 2,69 | ||||
| 2026-02-06 | 13F | Wolff Financial Management Llc | 1.192 | -2,13 | 400 | 0,00 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 6.049 | 0,00 | 2.028 | 2,12 | ||||
| 2026-02-02 | 13F | Ironwood Wealth Management, LLC. | 788 | -0,25 | 264 | 1,93 | ||||
| 2026-01-14 | 13F | New England Professional Planning Group Inc. | 2.804 | 0,00 | 940 | 2,17 | ||||
| 2026-02-05 | 13F | Williams & Novak, LLC | 2.125 | -2,48 | 712 | -0,42 | ||||
| 2026-02-12 | 13F | Tull Financial Group, Inc. | 860 | 14,06 | 288 | 16,60 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 16.246 | 214,84 | 669 | -60,54 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 2.910 | -41,02 | 976 | -39,78 | ||||
| 2026-01-02 | 13F | Insight Wealth Strategies, LLC | 783 | 0,26 | 263 | 2,34 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 3.341 | 0,27 | 1.120 | 2,47 | ||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 19.242 | 3,35 | 6.451 | 5,58 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 6.936 | -7,62 | 2.325 | -5,60 | ||||
| 2026-01-06 | 13F | RDA Financial Network | 6.908 | -0,69 | 2.316 | 1,49 | ||||
| 2026-01-21 | 13F | Legacy Wealth Management, Inc | 28.195 | -0,05 | 9.453 | 2,11 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 4.062 | -0,61 | 1 | 0,00 | ||||
| 2026-01-12 | 13F | Wealth Management Partners, LLC | 1.555 | 61,31 | 521 | 64,87 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 1.268 | 11,72 | 425 | 14,25 | ||||
| 2026-02-09 | 13F | Churchill Financial Advisors, LLC | 4.353 | 1.459 | ||||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 100.729 | 3,64 | 34 | 6,45 | ||||
| 2026-02-05 | 13F | Halter Ferguson Financial Inc. | 3.081 | 0,42 | 1.033 | 2,58 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 13.855 | 1.059,41 | 4.645 | 1.084,95 | ||||
| 2026-02-17 | 13F | City National Bank Of Florida /msd | 702 | -41,94 | 235 | -40,66 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 5.027 | 3,52 | 1.685 | 5,78 | ||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 34.361 | 10,87 | 11.520 | 13,27 | ||||
| 2026-01-28 | 13F | Outfitter Financial LLC | 10.319 | 0,34 | 3.460 | 2,52 | ||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 17.075 | -0,46 | 6 | 0,00 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 2.903 | -1,99 | 973 | 0,10 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 48.848 | -2,25 | 16.377 | -0,14 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 213 | 0,00 | 71 | 2,90 | ||||
| 2026-03-10 | 13F | Advisortrust Partners, Llc | 1.184 | 397 | ||||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 20.665 | -3,32 | 6.928 | -1,23 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 2.867 | -8,31 | 961 | -6,34 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 3.421 | -35,42 | 1.147 | -34,06 | ||||
| 2026-02-10 | 13F | SBI Okasan Asset Management Co.Ltd. | 2.113.640 | 715.235 | ||||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 12.099 | 13,86 | 4.057 | 16,32 | ||||
| 2026-01-15 | 13F | Affinity Wealth Management Llc | 2.088 | 7,63 | 700 | 10,06 | ||||
| 2026-02-09 | 13F | Wellington Shields & Co., LLC | 360 | -16,28 | 121 | -14,89 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 42.202 | -0,62 | 14.149 | 1,25 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 7.616 | -4,35 | 2.553 | -2,26 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 2.989 | -4,04 | 1.002 | 3,51 | ||||
| 2026-01-27 | 13F | Traphagen Investment Advisors Llc | 44.327 | -2,26 | 14.861 | -0,14 | ||||
| 2026-02-09 | 13F | Leeward Financial Partners, LLC | 1.499 | 6,31 | 503 | 8,66 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 10.665 | -4,82 | 3.576 | -2,77 | ||||
| 2026-02-06 | 13F | Kennedy Investment Group | 1.003 | 39,31 | 336 | 42,37 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 19.336 | -1,53 | 6.637 | 2,12 |
Other Listings
| US:VTI | 326,13 USD |
