Statistiche di base
| Proprietari istituzionali | 1388 total, 1386 long only, 1 short only, 1 long/short - change of -4,14% MRQ |
| Allocazione media del portafoglio | 2.0371 % - change of -8,99% MRQ |
| Azioni istituzionali (Long) | 171.235.011 (ex 13D/G) - change of -14,71MM shares -3,97% MRQ |
| Valore istituzionale (Long) | $ 15.513.738 USD ($1000) |
Proprietà istituzionale e azionisti
iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) ha 1388 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 171,235,011 azioni. I maggiori azionisti includono Fmr Llc, Raymond James Financial Inc, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Pnc Financial Services Group, Inc., Wealth Enhancement Advisory Services, Llc, Catalyst Capital Advisors LLC, Millburn Ridgefield Corp, and Envestnet Asset Management Inc .
(iShares Trust - iShares MSCI USA Min Vol Factor ETF (BMV:USMV) 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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Important Note
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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 | 7.830 | 3,93 | 726 | 2,40 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 136.874 | 0,35 | 12.847 | -0,48 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 328.555 | 6,64 | 30.465 | 3,50 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 8.721 | 15,11 | 809 | 13,32 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 51.300 | -5,70 | 4.758 | -7,13 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 350 | -53,08 | 32 | -54,29 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 3.406 | -31,89 | 316 | -32,98 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 3.879 | 0,49 | 364 | 0,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 8.302 | -25,56 | 770 | -27,79 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 220 | 228,36 | 20 | 233,33 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 2.578 | 15,71 | 239 | 14,35 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1.488 | 0,00 | 138 | -2,14 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 33.734 | -4,68 | 3 | 0,00 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 4.069 | -0,25 | 377 | -1,82 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 3.449 | 0,00 | 320 | -1,54 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 6.270 | 113,41 | 581 | 110,51 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 39.679 | 2,06 | 3.736 | 1,19 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 44 | 4 | ||||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 15.592 | -8,17 | 1.446 | -9,57 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 3.091 | -4,04 | 287 | -5,61 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 3.911 | 0,00 | 363 | -1,63 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2.507 | -56,54 | 233 | -57,27 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 21.249 | 1,94 | 1.971 | 0,41 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 68.197 | 0,01 | 6.325 | -1,50 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 8.311 | 0,25 | 771 | -1,28 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 5.195 | 0,00 | 482 | -1,64 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 113.676 | 583,19 | 10.672 | 580,55 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 12.602 | -4,96 | 1.169 | -6,41 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 61.808 | -4,24 | 5.732 | -5,68 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 3.146 | 204,55 | 292 | 200,00 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 6.924 | -2,40 | 642 | -3,75 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 767 | 0,00 | 71 | -1,39 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 420 | 0,00 | 39 | -2,56 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 13.829 | -80,36 | 1 | -83,33 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 4.011 | 0,00 | 372 | -1,59 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.397 | 0,00 | 130 | -1,53 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2.442 | 0,00 | 226 | -1,31 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 5.087 | 0,00 | 481 | -0,21 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1.082 | 0,00 | 100 | -0,99 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 27.941 | -1,88 | 2.591 | -3,36 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 150.485 | -17,21 | 14.125 | -17,48 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 177.987 | 1,68 | 16.506 | 0,15 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 140.014 | 0,43 | 12.985 | -1,09 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 15.429 | -1,08 | 1.431 | -2,59 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 57 | 0,00 | 5 | 0,00 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 3.350 | -14,93 | 311 | -15,30 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5.688 | 0,00 | 528 | -1,50 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.929 | 1,53 | 182 | 1,11 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 131.500 | -3,06 | 12.195 | -4,53 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5.079 | 0,67 | 471 | -0,84 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 239.019 | 5,07 | 22.167 | 3,47 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 10.592 | 97,13 | 982 | 94,46 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 111.216 | 2,33 | 10.314 | 0,79 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 12.102 | 0,00 | 1.122 | -1,49 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 114.115 | -4,74 | 10.583 | -6,17 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 66 | 6 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 4.508 | -0,97 | 418 | -2,34 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 7.020 | -10,42 | 651 | -11,67 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 4.173 | 0,00 | 387 | -1,28 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 18.480 | 1.714 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 7.760 | -2,99 | 720 | -4,52 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 6.434 | 0,00 | 597 | -1,49 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2.711 | 0,22 | 251 | -1,18 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 175 | -42,62 | 16 | -42,86 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 14.854 | 4,80 | 1.378 | 3,22 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 77.426 | -2,09 | 7.180 | -3,57 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 10.462 | -28,30 | 970 | -29,35 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 12.387 | -0,34 | 1.149 | -1,88 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 87 | 0,00 | 8 | 0,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 101.805 | -9,49 | 9 | -10,00 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4.207 | 9,44 | 390 | 8,03 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 104.200 | 9.664 | ||||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.995 | 0,20 | 185 | -1,60 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 23.342 | -18,54 | 2.165 | -19,79 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 78.980 | -0,13 | 7.325 | -1,64 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 707.715 | -2,88 | 65.633 | -4,34 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13.055 | -2,76 | 1.211 | -5,32 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6.528 | 11,99 | 615 | 10,83 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 124 | -1,59 | 12 | 0,00 | ||||
| 2026-01-21 | 13F | Erickson Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 25.569 | 25,41 | 2.371 | 23,55 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 2.595 | 0,00 | 241 | -1,64 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 7.256 | 0,00 | 673 | -1,61 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 233.687 | -3,46 | 22 | -4,55 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 10.199 | -10,24 | 946 | -11,60 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1.531.309 | 1,74 | 144.186 | 0,69 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 2.347 | 0,00 | 218 | -1,36 | ||||
| 2026-04-08 | 13F | Exchange Bank | 6.100 | -3,17 | 566 | -4,72 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 76.590 | 213,82 | 7.103 | 209,05 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8.783 | -0,58 | 829 | -1,66 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 122.252 | 0,27 | 11.338 | -1,25 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 2.518 | 0,00 | 234 | -1,69 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 2.530 | 0,00 | 239 | 0,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 12.748.910 | -16,33 | 1.182.334 | -17,59 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 9.907 | -6,38 | 919 | -7,83 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4.416 | -2,50 | 410 | -3,99 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.336.870 | -5,76 | 124 | -7,52 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 213 | -45,24 | 20 | -47,22 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 30.517 | -4,83 | 2.830 | -6,26 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 8.507 | -5,39 | 789 | -6,86 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 103.565 | -0,58 | 9.605 | -2,08 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 134.186 | 1,82 | 12.444 | 0,28 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 8.940 | -5,19 | 829 | -6,54 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 99.809 | 0,88 | 9.398 | -0,16 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 33.747 | -3,46 | 3.130 | -4,92 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 539 | 50 | ||||||
| 2026-05-13 | 13F | Boston Family Office Llc | 3.389 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 2.767 | 0,00 | 257 | -1,54 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 45.000 | -43,75 | 4.173 | -44,60 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 3.177 | 7,99 | 295 | 6,14 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 116.705 | -0,44 | 10.823 | -1,94 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 42 | 2,44 | 4 | 0,00 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 5.749 | 0,00 | 533 | -1,48 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 31.020 | 0,27 | 2.922 | -0,78 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 11.599 | -1,76 | 1.076 | -3,24 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1.334 | 124 | ||||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 5.424 | 0,00 | 503 | -1,37 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 8.003 | 0,51 | 742 | -0,93 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 117 | 11 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 57.470 | -1,74 | 5.330 | -3,23 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 5.832 | 0,00 | 541 | -1,64 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 19.616 | -0,67 | 1.819 | -2,15 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 2.471 | 0,41 | 229 | -0,87 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4.877 | 12,04 | 452 | 10,51 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5.982 | 0,00 | 555 | -1,60 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 46.783 | -3,34 | 4.339 | -4,81 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 8.456 | 0,30 | 784 | -1,13 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 2.320 | -3,77 | 215 | -5,29 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2.014 | -1,80 | 187 | -3,63 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 2.086 | -4,97 | 195 | -5,83 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 91.076 | -55,28 | 8.639 | -55,03 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 9.706 | 8,21 | 900 | 6,64 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 9.112 | -6,85 | 858 | -7,74 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 37.990 | 8,89 | 3.523 | 117.333,33 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 29.465 | 0,42 | 2.733 | -1,09 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 22.113 | 1,25 | 2.082 | 0,24 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 36 | 0,00 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 75.931 | 0,32 | 7.042 | -1,19 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5.362 | 6,96 | 497 | 5,30 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 11.814 | 0,87 | 1.096 | -0,64 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 15.283 | -2,24 | 1.417 | -3,74 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 2.911 | 0,00 | 270 | -1,82 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.980 | -8,14 | 276 | -9,51 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 818.745 | -16,00 | 75.952 | -17,27 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 933 | -7,53 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 680 | 0,00 | 63 | -1,56 | ||||
| 2026-04-14 | 13F | Legacy Trust | 4.265 | 0,00 | 396 | -1,50 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 85 | 0,00 | 8 | -12,50 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 4.368 | 50,88 | 405 | 48,90 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 7.193 | 0,00 | 675 | -0,30 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 6.457 | 0,17 | 599 | -1,32 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 46.323 | -16,69 | 4 | -20,00 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 14.500 | 0,00 | 1.345 | -1,54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 26.260 | 371,62 | 2.435 | 364,69 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5 | 0 | ||||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 104.200 | 9.664 | ||||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 13.405 | -12,41 | 1.243 | -13,74 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 5.625 | -0,05 | 522 | -1,51 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.400 | 3,60 | 1.892 | 2,00 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 2.165 | 0,00 | 201 | -1,47 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 608 | 7,61 | 56 | 5,66 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 3.268 | 0,15 | 303 | -1,30 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 9.700 | 8,65 | 900 | 7,02 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.170 | 201 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 1.595 | 13,68 | 0 | |||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 186.307 | -8,15 | 17.543 | -9,10 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 22.743 | -5,13 | 2.109 | -6,56 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 4.110 | -8,01 | 381 | -9,29 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 15.854 | 0,27 | 1.470 | -1,21 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 698.393 | -2,01 | 64.769 | -3,49 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.403 | -57,15 | 223 | -57,95 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 129.715 | -0,89 | 12 | 0,00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 4.948 | 12,33 | 459 | 10,63 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 4.036 | 1,08 | 374 | -0,27 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 20.822 | -2,51 | 1.931 | -3,98 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 3.123 | 0,00 | 290 | -1,70 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 15.438 | -51,05 | 1.432 | -51,80 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 23.041 | 0,20 | 2.137 | -1,34 | ||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 9.310 | 7,79 | 863 | 6,15 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 14.979 | 436,69 | 1.388 | 429,77 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6.969 | -13,19 | 646 | -14,55 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 16.475 | -4,09 | 1.528 | -5,57 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 2.258 | -0,35 | 209 | -1,88 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 14.194 | -4,60 | 1.346 | -3,93 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 41.910 | 0,00 | 3.887 | -1,52 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 2.189 | 0,00 | 203 | -1,94 | ||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 31.317 | -14,47 | 2.904 | -15,75 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mairs & Power Inc | 3.884 | 360 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.450 | 0,29 | 227 | -1,30 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 27.260 | -15,85 | 3 | -33,33 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 18.381 | -2,04 | 1.705 | -3,51 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 156.526 | 4,04 | 14.516 | 2,47 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 2.193 | 0,05 | 203 | -1,46 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 65.695 | 25,77 | 6.093 | 23,87 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 617.480 | -8,04 | 57 | -9,52 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 5.602 | -0,53 | 520 | -2,08 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 5.979 | -2,29 | 554 | -3,82 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 106 | -56,73 | 10 | -60,87 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 38.328 | -1,13 | 3.555 | -2,63 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 4.033 | 0,42 | 374 | -1,06 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 9.119 | -10,51 | 859 | -11,46 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 34.230 | 0,78 | 3.174 | -0,75 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1.401 | 130 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 103.911 | 14,31 | 9.637 | 12,58 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 2.359 | 0,00 | 219 | -1,80 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2.134 | -12,47 | 198 | -13,54 | ||||
| 2026-04-28 | 13F/A | First Citizens Asset Management, Inc. | 71.107 | -49,20 | 5.147 | -50,54 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 30.955 | 5,09 | 2.871 | 3,50 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 19.249 | -7,32 | 1.785 | -8,70 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 19.475 | -84,98 | 1.806 | -85,20 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 19.075 | -2,09 | 1.769 | -3,54 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 149 | 0,00 | 14 | -7,14 | ||||
| 2026-05-12 | 13F | Creative Planning | 327.516 | 30,84 | 30.374 | 28,87 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 235 | 0,00 | 22 | -4,55 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 18.447 | 2,32 | 1.711 | 0,77 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 33.929 | -5,75 | 3.147 | -7,17 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 7.846 | 0,00 | 728 | -1,49 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 10.665 | -0,32 | 989 | -2,18 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 3.632 | 0,00 | 337 | -1,47 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 68 | 0,00 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 4.624 | 0,00 | 429 | -1,61 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 105.608 | 2,42 | 9.794 | 0,88 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 25.037 | 0,08 | 2.359 | -0,80 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 63.517 | -2,04 | 5.891 | -3,52 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 4.114 | 0,00 | 382 | -1,55 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 10.222 | 0,61 | 948 | -0,94 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 8.694 | 0,00 | 806 | -1,47 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 9.378 | 0,48 | 870 | -1,03 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 8.134 | -2,48 | 754 | -3,95 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 29.264 | -14,20 | 2.761 | -14,68 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 6.101 | 0,41 | 566 | -1,22 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 7.557 | -2,30 | 701 | -3,85 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.200 | 204 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 16.500 | -1,20 | 1.557 | -2,26 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.348 | 0,00 | 127 | -1,56 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 6.474 | 609 | ||||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 5.192 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3.144 | -1,96 | 292 | -3,32 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 40.139 | 3,37 | 3.725 | 1,86 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 186 | -31,37 | 17 | -32,00 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 92.037 | 3,10 | 8.535 | 1,55 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 92.811 | -2,50 | 8.607 | -3,97 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | United Bank | 4.018 | -33,03 | 373 | -34,04 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 2.670 | 0,56 | 248 | -0,80 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 393.657 | 2,92 | 36.508 | 1,37 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 4.601 | 21,91 | 427 | 20,00 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 4.668 | -2,36 | 433 | -4,00 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 6.543 | -58,65 | 607 | -59,30 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 2.633 | 0,00 | 244 | -1,21 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 215 | -5,29 | 20 | -9,52 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 13.838 | -1,66 | 1.283 | -3,17 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 64.016 | -10,43 | 5.937 | -11,78 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2.747 | -0,11 | 255 | -1,55 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 173.406 | 24,17 | 16.082 | 22,30 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 895 | 0,00 | 83 | -1,19 | ||||
| 2026-05-11 | 13F | Commerce Bank | 43.851 | -4,31 | 4.067 | -5,77 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 96.445 | -8,60 | 8.944 | -9,97 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 7.042 | 1,51 | 653 | 0,00 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 15.984 | -0,39 | 1.482 | -1,85 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 2.651 | -3,35 | 246 | -5,04 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 16.098 | -7,70 | 1.493 | -10,07 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 103.595 | 1,78 | 9.607 | 0,24 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 28.817 | 2,64 | 2.672 | 1,10 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 5.742 | 0,00 | 533 | -1,48 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.225.619 | 8,95 | 115.410 | 7,83 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 142 | 13 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 3.287 | 0,00 | 305 | -1,62 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 839 | 0,00 | 78 | -2,53 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3.658 | -0,14 | 339 | -1,45 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 33.615 | -2,63 | 3.117 | -4,09 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 3.070 | 285 | ||||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 2.289 | 212 | ||||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 9.640 | 22,91 | 894 | 21,14 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 744 | 0,54 | 69 | -1,45 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 32.808 | -2,38 | 3.043 | -3,86 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 38.174 | 5,16 | 3.540 | 3,57 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 13.553 | 0,81 | 1.276 | -0,23 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 20.867 | 10,50 | 1.935 | 8,83 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1.912 | 0,00 | 177 | -1,67 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2.641 | 0,04 | 245 | -1,61 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 42.657 | -9,94 | 3.956 | -11,28 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2.526 | 0,00 | 234 | -1,27 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 81.233 | -11,69 | 7.534 | -13,02 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 4.139 | -13,08 | 384 | -14,51 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 32.192 | -4,32 | 2.986 | -5,78 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 945 | -35,63 | 88 | -36,96 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 10.678 | -0,22 | 990 | -1,69 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 42.458 | 3.938 | ||||||
| 2026-02-17 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1.782 | 0,00 | 165 | -1,20 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2.552 | 0,08 | 237 | -1,67 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 87.132 | -13,22 | 8.081 | -14,53 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 3.628 | 342 | ||||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 1.085 | -31,55 | 101 | -32,89 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2.712 | -41,18 | 252 | -42,17 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 3.273 | 0,00 | 304 | -2,26 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 365.834 | -28,02 | 33.927 | -29,11 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 334 | -33,99 | 31 | -36,17 | ||||
| 2026-05-01 | 13F | Lester Murray Antman dba SimplyRich | 217.943 | -1,26 | 20 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 76.155 | -0,14 | 7.063 | -1,64 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 5.501 | 0,00 | 510 | |||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 1.429 | 0,00 | 133 | -1,49 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2.376 | -0,38 | 220 | -1,79 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.159.498 | 14,94 | 105.660 | 11,24 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 151.232 | 2,94 | 14.025 | 1,40 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.622 | 3,93 | 336 | 1,21 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 7.659 | 0,42 | 710 | -1,11 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 58.542 | -20,79 | 5.429 | -21,97 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 11.129 | 4,50 | 1.032 | 2,89 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 20.332 | 5,27 | 1.901 | 2,54 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 59.544 | -11,73 | 5.279 | -16,91 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 545 | 0,00 | 51 | -1,96 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 4.682 | -16,50 | 434 | -17,65 | ||||
| 2026-05-15 | 13F | Family Management Corp | 21.694 | -67,29 | 2.012 | -67,80 | ||||
| 2026-05-15 | 13F | EFG International AG | 2.837 | 263 | ||||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 600 | -94,74 | 56 | -94,87 | ||||
| 2026-04-24 | 13F | United Community Bank | 2.575 | 0,00 | 239 | -1,65 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 4.662 | 58,41 | 432 | 55,96 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 3.520 | 4,08 | 326 | 2,52 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 5.249 | -27,80 | 487 | -28,95 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 40.730 | -4,73 | 3.777 | -6,16 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 5.663 | 0,00 | 525 | -1,50 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 480 | -35,83 | 45 | -37,14 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 2.169 | 0,00 | 201 | -1,47 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 164.336 | 4,60 | 15.241 | 3,02 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 21.439 | -1,41 | 1.988 | -2,88 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 15.726 | 6,92 | 1.458 | 5,35 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 125.821 | 0,03 | 11.669 | -1,49 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 27.669 | 0,00 | 2.605 | 0,00 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 325 | 0,00 | 30 | 0,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 7.657 | 9,17 | 710 | 7,58 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.853 | 2,02 | 914 | 0,44 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 17 | 2 | ||||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.543.301 | 0,96 | 328.606 | -0,56 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 329 | -10,60 | 31 | -11,76 | ||||
| 2026-05-06 | 13F | CNB Bank | 471 | 0,00 | 44 | -2,27 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 4.851 | -0,66 | 450 | -2,18 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 2.367 | -14,33 | 220 | -15,77 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 114.795 | -1,39 | 10.646 | -2,34 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 331 | 0,00 | 31 | -3,23 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 3.391 | -5,52 | 314 | -6,82 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 51 | 0,00 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 6.760 | 0,00 | 627 | -1,57 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 231.033 | -3,07 | 21.426 | -5,52 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 6.530 | 0,00 | 606 | -1,47 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3.434 | -86,47 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 37.637 | 22,60 | 3.490 | 20,76 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 4.351 | 9,49 | 404 | 7,75 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 3.879 | -8,41 | 360 | -9,80 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5.923 | 549 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5.888 | -11,74 | 546 | -13,06 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 205.766 | 100,00 | 19.490 | 100,00 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 262 | 0,00 | 24 | 0,00 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 5.823 | -2,59 | 540 | -3,91 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 3.110 | 9,24 | 288 | 7,46 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 5.168 | 0,00 | 479 | -1,44 | ||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Regions Financial Corp | 5.707 | 0,00 | 529 | -1,49 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8.098 | -20,30 | 765 | -19,98 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 137.176 | 3,53 | 12.722 | 1,97 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 7.031 | -4,60 | 652 | -5,92 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 492.726 | -2,09 | 45.695 | -3,57 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 318 | 0,00 | 29 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 4.267 | 3,82 | 396 | 2,33 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 1.051 | -14,76 | 98 | -16,38 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 678 | -6,87 | 63 | -8,82 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 35.074 | -4,43 | 3.253 | -5,88 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 11.012 | 21,81 | 1.034 | 21,39 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 62 | 6 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 43.967 | 1,03 | 4.078 | -0,49 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 217 | -54,03 | 20 | -54,55 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 3.653 | 0,00 | 339 | -1,46 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 2.687 | -0,37 | 249 | -1,58 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2.977 | 8,18 | 276 | 6,56 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 30.996 | 6,01 | 2.910 | 5,67 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 2.800 | 0,00 | 260 | -1,52 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 103.559 | -2,12 | 9.604 | -3,58 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 293 | 0,00 | 28 | 0,00 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 20.665 | -2,55 | 1.917 | -4,01 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 317.175 | 1,66 | 29.415 | 0,13 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.729 | -17,75 | 253 | -18,91 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 75.320 | -89,72 | 6.985 | -89,88 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 2.442 | 0,00 | 226 | -1,31 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5.700 | 529 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 12.007 | -18,57 | 1.114 | -19,81 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 15.351.246 | 25,72 | 1.423.675 | 23,82 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Lcnb Corp | 5.150 | 0,00 | 478 | -1,45 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 514 | 0,39 | 48 | -2,08 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 2.873 | 0,38 | 266 | -1,12 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 301.021 | -6,53 | 27.917 | -7,94 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1.636 | 154 | ||||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 166.058 | 1,15 | 15.400 | -0,38 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 23.883 | 0,90 | 2.215 | -0,63 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 7.332 | -3,54 | 680 | -5,03 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 5.457 | -0,31 | 506 | -1,75 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12.289 | -7,53 | 1.140 | -8,95 | ||||
| 2026-05-14 | 13F | Betterment LLC | 3.023 | -3,51 | 0 | |||||
| 2026-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 441.070 | 40.905 | ||||||
| 2026-05-15 | 13F | Headinvest, Llc | 6.111 | 0,00 | 567 | -1,57 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 10.531 | 0,70 | 977 | -0,81 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 9.526 | 883 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 6.846 | -0,16 | 635 | -1,71 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1.126 | 104 | ||||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 19.116 | 0,00 | 1.773 | -1,50 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 13.513 | -0,23 | 1.253 | -1,73 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 32.429 | 104,52 | 3.007 | 101,41 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 595 | 0,00 | 55 | -1,79 | ||||
| 2026-04-23 | 13F | American National Bank | 821 | 0,00 | 76 | -1,30 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7.139 | -5,07 | 662 | -6,50 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.629 | 0,06 | 151 | -1,31 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3.648 | -0,82 | 0 | |||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 13.923 | -70,34 | 1.291 | -70,79 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 3.988 | -3,88 | 370 | -5,38 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 28.573 | 123,31 | 2.650 | 120,02 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4.370.460 | -37,37 | 406.920 | -38,32 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 16.592 | 6,87 | 1.539 | 5,27 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 3.584 | 0,00 | 332 | -1,48 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 87.613 | 8.125 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 7.408 | 0,00 | 687 | -2,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.542 | -13,21 | 236 | -14,86 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 265 | -94,88 | 25 | -95,07 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2.867 | 266 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 1.981 | 0,00 | 184 | -1,61 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 5 | -99,64 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 4.093 | 380 | ||||||
| 2026-05-12 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 3.826 | -45,05 | 355 | -45,95 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 4.158 | -3,21 | 386 | -5,17 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 74.807 | -11,49 | 7.044 | -12,41 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 6.500 | 18,03 | 603 | 16,22 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 149.232 | 0,73 | 13.840 | -3,50 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 181.404 | 3.339,59 | 16.823 | 3.291,73 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.865.981 | -47,33 | 171.092 | -48,71 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 17.721 | 0,05 | 1.643 | -1,44 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2.387 | -2,33 | 221 | -3,91 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1.399 | 0,00 | 130 | -1,53 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 66.668 | -1,59 | 6.183 | -3,07 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 25.011 | 0,00 | 2.337 | -1,18 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 225 | 0,00 | 21 | -4,76 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 12.931 | -19,15 | 1.199 | -20,33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 28.165 | -17,27 | 2.612 | -18,50 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 5.088 | -9,42 | 472 | -10,80 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 4.665 | -65,22 | 433 | -65,77 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 4.853 | 455 | ||||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 664 | 0,00 | 62 | -1,61 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3.796 | 0,00 | 352 | -1,40 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 5.027 | -22,73 | 466 | -23,86 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 501 | 0,00 | 46 | -2,13 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 24.539 | 0,06 | 2.276 | -1,47 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 36.746 | -66,90 | 3.408 | -67,40 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 5.981 | 0,00 | 555 | -1,60 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 249.200 | -9,17 | 23.111 | -11,44 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 9.113 | 34,15 | 845 | 32,24 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12.775.026 | -1,91 | 1.184.756 | -3,39 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.249 | 394 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 140.507 | -1,22 | 13.031 | -2,72 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 740 | 0,00 | 69 | -1,45 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 159.813 | 15 | ||||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 8.024 | 0,00 | 744 | -1,46 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2.376 | 0,42 | 221 | -1,78 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 373 | 0,00 | 35 | -2,86 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 8.703 | 0,39 | 807 | -1,10 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 21.661 | 3,82 | 2.009 | 2,24 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2.807 | 0,00 | 260 | -1,52 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 1.848 | 0,00 | 174 | -0,57 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 50.838 | -2,60 | 4.715 | -4,07 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 2.297 | 213 | ||||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 216 | 0,00 | 20 | 0,00 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 5.649 | -0,53 | 527 | -1,86 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 9.083 | -9,20 | 842 | -10,52 | ||||
| 2026-05-11 | 13F | Portfolio Design Labs, LLC | 101.202 | -10,39 | 9.385 | -11,75 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 274 | 0,00 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 97.794 | 18,75 | 9.069 | 16,96 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 853.808 | 0,20 | 79.182 | -1,31 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 133.131 | 2,82 | 12.347 | 1,27 | ||||
| 2026-04-24 | 13F | Bayban | 4.797 | 2,57 | 445 | 0,91 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 65.710 | -4,05 | 6.094 | -5,51 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 13.573 | -4,35 | 1.259 | -5,84 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 5.866 | 0,00 | 544 | -1,45 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 26.661 | -4,30 | 2.473 | -5,76 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 71.319 | 0,40 | 6.614 | -1,11 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 91.655 | -5,61 | 8.500 | -7,03 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 529 | 0,00 | 50 | -2,00 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 189 | 0,00 | 18 | 0,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 701.950 | 4,58 | 65.099 | 3,00 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 17.804 | 7,38 | 1.633 | 3,68 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 6.724 | 0,13 | 624 | -2,35 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 2.680 | 0,00 | 249 | -1,59 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 87.001 | -4,15 | 8.068 | -5,59 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 6.607 | 0,00 | 613 | -1,61 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 4.668 | 0,00 | 433 | -1,59 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 7.164 | -29,91 | 664 | -30,98 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 5.770 | 0,00 | 535 | -1,47 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 40 | 263,64 | 4 | 200,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5.226 | -1,88 | 488 | -2,98 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 20.228 | -17,96 | 1.876 | -19,22 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 3.912 | -36,65 | 363 | -37,69 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 13.868 | 3,27 | 1.286 | 1,74 | ||||
| 2026-05-15 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 4.160 | -2,64 | 386 | -4,23 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2.537 | 2,59 | 235 | 1,29 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16.021 | -8,14 | 1.509 | -9,10 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 16.642 | -14,60 | 1.543 | -15,87 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 137 | 0,00 | 13 | -7,69 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 52 | 15,56 | 5 | 0,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 451 | 42 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7.744 | -63,85 | 718 | -64,40 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 7.559 | 0,00 | 712 | 0,00 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 6.826 | 0,00 | 633 | -1,40 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 278.149 | 5,10 | 25.796 | 3,51 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 19.173 | -6,13 | 1.778 | -7,54 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5.246 | 3,02 | 487 | 1,46 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 2.765 | 0,00 | 256 | -1,54 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 3.093 | 0,00 | 287 | -1,72 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 5.944 | 551 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1.711 | 4,97 | 159 | 3,27 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2.641 | -11,17 | 245 | -12,54 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 14.771 | -2,46 | 1.370 | -3,93 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 600 | 0,00 | 56 | -1,79 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 4.568 | -8,09 | 424 | -9,42 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 2.505 | -1,34 | 232 | -2,93 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 36.620 | -3,48 | 3.396 | -4,93 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 58.971 | 0,36 | 5.469 | -1,16 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 138.278 | -15,80 | 12.824 | -17,07 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 893.614 | 4,60 | 82.874 | 3,02 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Financial Management Network Inc | 5.592 | -6,30 | 525 | -6,09 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 9.225 | 0,02 | 855 | -1,50 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 38.931 | -0,86 | 3.610 | -2,35 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 18.767 | 21,42 | 1.740 | 19,59 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2.564 | 238 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.844 | 0,00 | 171 | -1,16 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 184 | 0,00 | 17 | 0,00 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Allstate Corp | 58.372 | 0,00 | 5.413 | -1,51 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 41.479 | -7,80 | 3.847 | -9,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 12.676 | -11,80 | 1.176 | -13,16 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 3.282 | -0,12 | 304 | -1,62 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 45.768 | -5,51 | 4.276 | -6,25 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.754 | -9,14 | 255 | -10,53 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 226.716 | -3,36 | 21.026 | -4,82 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 3.081 | 3,49 | 286 | 1,79 | ||||
| 2026-02-13 | 13F | Barclays Plc | 529.659 | 5,87 | 49.873 | 4,78 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 4.122 | 2,21 | 382 | 0,79 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 3.400 | 315 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 34 | 3 | ||||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 37.383 | 6,89 | 3.467 | 5,25 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 10.752 | 8,91 | 997 | 7,32 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2.993 | 278 | ||||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 2.712 | 0,00 | 252 | -1,57 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 30.132 | 61,19 | 2.794 | 58,75 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2.534 | 10,51 | 235 | 9,30 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 21.798 | 1.822 | ||||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 8.949 | 5,63 | 830 | 4,02 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 26.575 | 0,52 | 2.465 | -1,00 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 30.354 | 86,98 | 2.815 | 84,23 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 9.851 | 0,41 | 914 | -1,08 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 2.350 | 0,00 | 218 | -1,81 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 12.524 | -0,46 | 1.162 | -1,94 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 22.228 | 86,54 | 2.061 | 83,60 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 20.602 | -17,61 | 1.940 | -18,46 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 24.765 | -3,15 | 2.297 | -4,61 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.443.495 | -12,99 | 226.645 | -14,27 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 212.459 | -76,22 | 19.703 | -76,58 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 7.134 | 0,00 | 662 | -1,49 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 426.378 | 50,94 | 39.542 | 48,67 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 2.900 | -61,92 | 269 | -62,62 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.401 | 0,64 | 408 | -0,73 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 9.061 | 0,00 | 840 | -1,52 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 28.495 | -0,61 | 2.643 | -2,11 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 4.075 | 1,32 | 378 | -0,26 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 169.816 | -3,79 | 15.749 | -5,24 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 113.956 | -4,45 | 10.568 | -5,89 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 105.812 | -3,48 | 9.813 | -4,94 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 388 | 0,00 | 36 | -2,78 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 4.706 | -3,74 | 436 | -5,22 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 7.506 | 100,00 | 701 | 98,58 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 179.532 | 2,70 | 16.650 | 1,15 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 26.616 | 3,38 | 2.468 | 1,82 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 3.400 | 0,00 | 315 | -1,56 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1.300 | 0,00 | 121 | -1,64 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 6.452 | -23,30 | 598 | -24,49 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 15.106 | -8,63 | 1 | 0,00 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 28.639 | -1,49 | 2.656 | -3,00 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 1.700 | 18,30 | 158 | 16,30 | ||||
| 2026-04-21 | 13F | GFG Capital, LLC | 15.804 | -14,86 | 1.466 | -16,14 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 187.090 | -22,52 | 17.351 | -23,69 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 8.466 | 14,39 | 785 | 12,79 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 92.811 | 8.607 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 10.712 | 0,00 | 993 | -1,49 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3.904 | 362 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 2.493 | 0,44 | 231 | -0,86 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3.028 | 0,30 | 281 | -1,41 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 800.500 | 74.238 | ||||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 4.161 | -11,18 | 386 | -12,70 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 2.072 | 0,00 | 192 | -1,54 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 93.655 | 9,94 | 8.819 | 8,81 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 44.448 | -0,62 | 4.122 | -2,11 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 29.571 | 4,51 | 2.739 | 2,82 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 541 | 0,00 | 50 | 0,00 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 2.948 | 0,00 | 273 | -1,44 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 33.307 | 1,57 | 3.089 | 0,03 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 14.500 | -18,43 | 1.345 | -19,67 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 30.899 | 0,00 | 2.909 | 0,00 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 84.546 | -6,27 | 7.841 | -7,69 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 329.668 | 17,58 | 30.573 | 15,81 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 2.585 | 44,09 | 240 | 42,26 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 167.481 | -0,31 | 15.532 | -1,81 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 164.703 | 1.799,91 | 15.275 | 1.771,81 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 5.267 | 0,00 | 488 | -1,41 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 3 | 0 | ||||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 7.965 | -5,64 | 739 | -7,05 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 4.000 | -27,27 | 371 | -28,43 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2.488 | -26,37 | 231 | -27,67 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 18.133 | -0,09 | 1.682 | -1,58 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 218.582 | -1,60 | 20.271 | -3,08 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3.219.933 | -22,63 | 298.617 | -23,80 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4.039 | 2,59 | 375 | 1,08 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 13.349 | 0,39 | 1.238 | -1,12 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 21.282 | -75,25 | 1.974 | -75,63 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 74.429 | 0,18 | 6.904 | -1,33 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 24.851 | -0,78 | 2.305 | -2,29 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 7.835 | -75,44 | 727 | -76,03 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 11 | 0,00 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Mandatum Life Insurance Co Ltd | 41.527 | 0,00 | 3.851 | -1,51 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 17.178 | -31,85 | 1.593 | -32,87 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 4.730 | -1,91 | 439 | -3,52 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.482.760 | -3,99 | 415.731 | -5,44 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 2.454 | 4,25 | 228 | 2,71 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 1.293 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4.207 | 13,70 | 390 | 12,07 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 7.380 | -3,34 | 684 | -4,74 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8.637 | 0,22 | 801 | -1,36 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 172.101 | -0,58 | 15.961 | -2,08 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 2.716 | -25,75 | 252 | -27,03 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 216.124 | -3,74 | 20.043 | -5,20 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5.130 | -0,12 | 476 | -1,66 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 301.846 | -5,10 | 28.422 | -5,10 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 3.976 | 0,00 | 369 | -2,65 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 37.035 | 1.440,56 | 3.469 | 1.434,51 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4.791 | 0,36 | 444 | -1,11 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | W Advisors, Llc | 6.953 | 1,30 | 645 | -0,31 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 106.608 | 0,10 | 9.887 | -1,41 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 9.502 | -74,71 | 881 | -75,09 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 26.286 | 141,96 | 2.438 | 138,45 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 58.833 | 4,93 | 5.456 | 3,35 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 11.049 | -50,50 | 1.025 | -51,26 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 1.127 | 0,00 | 105 | -1,89 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 4.455 | 19,63 | 413 | 18,00 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 5.811 | 0,00 | 539 | -1,65 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 49.279 | -59,86 | 4.570 | -60,46 | ||||
| 2026-05-11 | 13F | Empire Life Investments Inc. | 13.547 | 1.255 | ||||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 7.427 | -0,31 | 689 | -1,85 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 44.726 | 11,15 | 4.148 | 9,48 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 22.610 | -4,28 | 2.097 | -5,76 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6.964 | -30,88 | 646 | -31,96 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 13.440 | -3,44 | 1.246 | -4,89 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 53.118 | 327,54 | 5 | 300,00 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 12.059 | -7,64 | 1.135 | -9,27 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 103.366 | 0,73 | 9.586 | 19,05 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 10.248 | -0,29 | 950 | -1,76 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 98.668 | -0,17 | 9.150 | -1,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 55 | 5 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 27.174 | 2,45 | 2.520 | 0,92 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 3.248 | -5,47 | 306 | -5,26 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19.286 | -7,89 | 1.789 | -9,28 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 203.693 | -3,78 | 18.598 | -6,72 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 9.010 | 14,54 | 836 | 12,84 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 11.507 | 5,32 | 1.067 | 3,79 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6.206 | 0,42 | 576 | -1,03 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 30 | 0,00 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 3.900 | 0,00 | 362 | -1,63 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 2.298 | -11,34 | 213 | -12,70 |
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