Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Index Funds - Vanguard Total Stock Market ETF includono Vanguard Global Advisers, LLC, Vanguard Advisers Inc, Narodna banka Slovenska, Vanguard National Trust Co, Custom Index Systems, Llc, Tiaa-cref Individual & Institutional Services, Llc, Cerity Partners Retirement Plan Advisors LLC, Navigation Group, LLC, Wealth Care LLC, Wright Fund Managment, LLC, Calamos Advisors LLC, Wealth Enhancement Advisory Services, Llc, Heartland Bank & Trust Co, Navigate Wealth Management, LLC, Strategic Financial Group, LLC, Financial Solutions Advisory Group, Inc., TIAA Wealth Investment Management LLC, Phillip James Consulting Co., TRB Wealth Management, LLC, e Baer Investment Advisory LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 7.614 | 243,13 | 2.443 | 228,67 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 160.191 | 1,86 | 56.704 | 7,54 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 776 | 6,16 | 249 | 1,22 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 3.040 | 30,75 | 975 | 25,16 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 26.831 | 7,09 | 8.659 | 3,08 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 2.231 | 15,84 | 716 | 10,85 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 18.788 | 4,00 | 6.027 | -0,48 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 3.769 | 1,43 | 1.209 | -2,97 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.706 | 53,56 | 572 | 56,87 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 26.751 | 22,82 | 8.582 | 17,53 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 64.744 | 4,90 | 20.771 | 0,38 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10.585 | 0,27 | 3.396 | -4,04 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 15.807 | 21,71 | 5.071 | 16,23 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 6.088 | 16,14 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 25.905 | 0,74 | 8.311 | -3,61 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 3.374 | 0,33 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 1.000 | 45,35 | 321 | 39,13 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 269.236 | 0,93 | 90.267 | 3,11 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 5.812 | 4,25 | 1.865 | -0,27 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 21.021 | 12,00 | 6.744 | 7,17 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 3.723 | 1.248 | ||||||
| 2026-04-20 | 13F | 25 Llc | 1.258 | 5,45 | 404 | 0,75 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 6.084 | 238,00 | 1.952 | 223,55 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 1.666 | 3,74 | 534 | -0,74 | ||||
| 2026-05-14 | 13F | Ruane, Cunniff & Goldfarb L.P. | 2.748 | 2,61 | 882 | -1,78 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 120.411 | 17,68 | 38.629 | 12,61 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 26.067 | 4,49 | 8.363 | -0,01 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 1.032 | 0,29 | 331 | -4,06 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2.770 | 112,59 | 889 | 103,20 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 29.159 | 41,28 | 9.355 | 35,19 | ||||
| 2026-05-14 | 13F | IronBridge Private Wealth, LLC | 6.300 | 0,82 | 2.021 | -3,53 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 10.429 | 3,91 | 3.346 | -0,59 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 44 | 780,00 | 14 | 1.300,00 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 15.592 | 0,43 | 5.002 | -3,90 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 3.950 | 1.267 | ||||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 4.393 | 13,11 | 1.409 | 8,22 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 41.256 | 7,42 | 13.235 | 2,79 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 2.891 | 0,17 | 928 | -4,14 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 18.205 | 4,78 | 5.840 | 0,26 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 5.569 | 348,75 | 1.786 | 329,33 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 18.809 | 3,65 | 6.033 | 100.450,00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 17.187 | 12,78 | 5.515 | 7,95 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 3.419 | 4,81 | 1.097 | 0,27 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 11.869 | 1,24 | 3.807 | -3,13 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 1.395 | 0,29 | 448 | -4,08 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 46.370 | 6,04 | 14.876 | 1,47 | ||||
| 2026-05-18 | 13F | Strategic Planning, Inc. | 1.360 | 0,29 | 436 | -3,96 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 119.196 | 24,34 | 38.239 | 18,98 | ||||
| 2026-05-12 | 13F | Kmt Wealth Management, Llc | 291.438 | 2,98 | 93.496 | -1,47 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 6.393 | 18,24 | 2.051 | 13,19 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 12.624 | 150,13 | 4.050 | 139,50 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 14.077 | 17,29 | 4.516 | 12,25 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 1.552 | 498 | ||||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 35.681 | 0,50 | 11.447 | -3,84 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 552.439 | 81,92 | 177.228 | 74,07 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 3.349 | 0,54 | 1.074 | -3,76 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 2.187 | 8,00 | 702 | 3,39 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 2.483 | 70,65 | 797 | 63,45 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 27.944 | 4,14 | 8.965 | -0,36 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 71.785 | 0,02 | 23.029 | -4,30 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 2.236 | 75,51 | 717 | 67,92 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 66.344 | 5,25 | 21.284 | 0,71 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 878 | 1,74 | 282 | -2,77 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 27.615 | 4,43 | 8.859 | -0,07 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 630 | 0,48 | 202 | -3,81 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 414.124 | 1,46 | 132.855 | -2,91 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 3.664 | 696,52 | 1.175 | 662,99 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 6.839 | 14,54 | 2.194 | 9,65 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 63.114 | 15,32 | 20.248 | 10,34 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 1.129 | 5,12 | 362 | 0,56 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 2.475 | 0,28 | 794 | -3,99 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 2.876 | 0,59 | 923 | -3,76 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 5.003 | 27,95 | 1.605 | 22,52 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 69.346 | 10,09 | 22.247 | 5,34 | ||||
| 2026-05-01 | 13F | Torray Llc | 744 | 0,27 | 239 | -4,03 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 241.786 | 2,18 | 77.567 | -2,23 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1.574.393 | 9,81 | 505.081 | 5,08 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 75.725 | 6,27 | 24.293 | 0,23 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 15.185 | 2,96 | 4.872 | -1,48 | ||||
| 2026-04-08 | 13F | Exchange Bank | 11.145 | 4,68 | 3.575 | 0,17 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 785 | 271 | ||||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 1.846 | 0,65 | 592 | -3,58 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 388.171 | 4,63 | 124.529 | 0,12 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 2.337 | 1,96 | 750 | -2,47 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 13.516 | 1,61 | 4.336 | -2,76 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9.978 | 8,01 | 3.201 | 3,36 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 7.843 | 9,55 | 2.516 | 4,83 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 9.754 | 3,40 | 3.129 | -1,04 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 1.616 | 3,92 | 518 | -0,58 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 64.855 | 93,15 | 20.806 | 84,83 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 18.611 | 8,47 | 5.971 | 3,79 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 195.878 | 1,91 | 62.840 | -2,49 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 21.947 | 7.041 | ||||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 2.912 | 115,38 | 954 | 110,60 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 54.228 | 31,89 | 17.397 | 26,20 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 900.091 | 15,72 | 288.758 | 10,73 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 5.117 | 70,06 | 1.641 | 62,80 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 37.065 | 3,84 | 11.891 | -0,64 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 3.665 | 1,38 | 1.176 | -3,05 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 44.588 | 0,59 | 14.304 | -3,75 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 1.087 | 6,36 | 349 | 1,75 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 20.494 | 11,66 | 7.316 | 16,94 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 17.000 | 0,06 | 5.454 | -4,27 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 2.718 | 10,94 | 872 | 6,09 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 284.832 | 1,99 | 88.906 | -5,74 | ||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 17.185 | 5.513 | ||||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 526 | 169 | ||||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 34.083 | 12,61 | 10.934 | 7,76 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 1.959 | 28,29 | 628 | 22,66 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 7.997 | 8,77 | 2.566 | 4,10 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 2.565 | 0,43 | 823 | -3,97 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 287.394 | 2,41 | 94.714 | 0,66 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 1.860 | 0,76 | 597 | -3,56 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 4.160 | 0,36 | 1.335 | -3,96 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 36.006 | 27,59 | 11.551 | 22,09 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 13.829 | 2,64 | 4.436 | -2,66 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 17.219 | 0,34 | 5.524 | -3,98 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 1.049 | 337 | ||||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2.480 | 6,44 | 796 | 1,79 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 15.490 | 10,78 | 4.969 | 6,04 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 6.930 | 0,65 | 2.223 | -3,68 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 202.435 | 54,62 | 131.652 | 47,46 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 802 | 1,78 | 257 | -2,65 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 2.349 | 754 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 1.573 | 15,24 | 505 | 10,28 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 100.215 | 0,98 | 32.150 | -3,38 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 16.211 | 5,86 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 40.362 | 12,68 | 12.949 | 7,82 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 7.474 | 0,88 | 2.398 | -3,46 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 14.213 | 10,74 | 4.430 | 2,93 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 781 | 0,13 | 250 | -4,21 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 36.298 | 0,00 | 11.645 | -4,31 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19.269 | 1,73 | 6.182 | -2,66 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 16.176 | 5.189 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 3.060 | 55,96 | 982 | 49,32 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 6.436 | 16,66 | 2.260 | 19,77 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 2.340 | 202,33 | 751 | 189,58 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 31.223 | 4,22 | 10.017 | -0,28 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 21.447 | 0,03 | 6.880 | -4,28 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 6.166 | 0,41 | 1.978 | -3,94 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 6.547 | 45,94 | 2.100 | 39,63 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 33.587 | 295,75 | 10.776 | 278,73 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 2.231 | 3,19 | 716 | -1,24 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 3.923 | 17,81 | 1.258 | 12,72 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 875 | 22,21 | 281 | 17,08 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 34.737 | 3,82 | 12.020 | 5,04 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 1.570 | 9,26 | 504 | 4,57 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 9.715.051 | 0,02 | 3.116.686 | -4,29 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 129.153 | 178,37 | 41.433 | 166,36 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 110.229 | 1,57 | 35.363 | -2,81 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 8.480 | 11,04 | 2.720 | 6,25 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 23.413 | 0,69 | 7.511 | -3,66 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 17.526 | 3,38 | 5.623 | -2,73 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 7.690 | 0,10 | 2.486 | -3,50 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 75.471 | 5,83 | 24.212 | 1,26 | ||||
| 2026-04-02 | 13F | Stash Investments, LLC | 321.432 | 7,44 | 103.119 | 2,80 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 669 | 8,60 | 215 | 3,88 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 171.405 | 0,30 | 54.989 | -4,02 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 169.123 | 13,87 | 56.702 | 16,34 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1.091 | 4,30 | 350 | -0,85 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 5.409 | 2,37 | 1.735 | -2,03 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 2.329 | 747 | ||||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 24.887 | 2,61 | 7.984 | -1,81 | ||||
| 2026-05-01 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 974 | 312 | ||||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 14.019 | 1,39 | 4.497 | -2,98 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 18.634 | 2,84 | 5.978 | -1,58 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 20.695 | 3,23 | 6.639 | -1,22 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 4.308 | 8,30 | 1.382 | 2,07 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 50.781 | 0,60 | 16.291 | -3,75 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1.369 | 0,07 | 439 | -4,15 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 4.191 | 1.344 | ||||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 2.050 | 0,20 | 1 | |||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 168.373 | 4,58 | 54.016 | 0,07 | ||||
| 2026-05-06 | 13F | Cabot-Wellington, LLC | 779.153 | 16,77 | 249.960 | 11,73 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 602 | 202 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 6.523 | 12,97 | 2.093 | 8,11 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 14.212 | 11,89 | 4.559 | 7,07 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 1.043 | 0,68 | 335 | -3,75 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 1.962 | 35,97 | 629 | 30,23 | ||||
| 2026-05-15 | 13F | JCP Investment Management, LLC | 1.560 | 500 | ||||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 8.449 | 98,52 | 2.711 | 93,43 | ||||
| 2026-04-24 | 13F | Optas, LLC | 139.483 | 1,31 | 44.750 | -3,06 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 1.302 | 21,12 | 418 | 15,83 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 48.677 | 1,89 | 15.616 | -2,50 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 9.697 | 0,01 | 3.111 | -4,31 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 27.183 | 0,75 | 9.118 | 0,81 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 19.824 | 0,22 | 6.360 | -4,12 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 1.907 | 0,21 | 612 | -4,23 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 159.786 | 0,20 | 51.263 | -4,12 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 2.412 | 0,04 | 774 | -4,33 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 1.238 | 436 | ||||||
| 2026-05-12 | 13F | ESG Planning | 12.305 | 1,36 | 3.948 | -3,02 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 5.024 | 0,02 | 1.612 | -4,28 | ||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 13.200 | 0,30 | 4.235 | -4,03 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 102.488 | 3,88 | 32.879 | -0,60 | ||||
| 2026-05-12 | 13F | Impax Asset Management Group plc | 851 | 273 | ||||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1.104 | 6,36 | 354 | 1,72 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 17.581 | 1.257,61 | 5.640 | 1.199,54 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 12 | 4 | ||||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 135 | 77,63 | 43 | 72,00 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 8.063 | 0,02 | 2.824 | 3,56 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 8.996 | 3,70 | 2.886 | -0,79 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 4.307 | 27,77 | 1.382 | 22,21 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 35.954 | 1,79 | 11.534 | -2,60 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 9.807 | 0,61 | 3.146 | -3,73 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 5.108 | 3,80 | 1.713 | 6,07 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 13.323 | 0,60 | 4.274 | -3,72 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 4.411 | 1,92 | 1.415 | -2,48 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 1.986 | 3,98 | 637 | -0,47 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 16.593 | 12,53 | 5.323 | 7,69 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 1.439 | 2,06 | 462 | -2,33 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 36.033 | 11,41 | 12 | 10,00 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 43.574 | 0,00 | 13.979 | -4,31 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 1.393 | 0,36 | 447 | -4,09 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 2.338 | 21,77 | 750 | 16,64 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 239.288 | 6,42 | 87.271 | 14,46 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 3.682 | 0,08 | 1.181 | -4,22 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 20.963 | 3,23 | 6.725 | -1,22 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 2.330 | 0,30 | 748 | -3,98 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 20.955 | 6,92 | 6.722 | 2,30 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 27.967 | 1,00 | 8.972 | -3,35 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 24.942 | 7,89 | 8.002 | 3,24 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 7.952 | 5,07 | 2.551 | 0,55 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 192 | 14,97 | 62 | 10,91 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 1.168 | 4,29 | 375 | -0,27 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 3.919 | 1.257 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 30.685 | 0,22 | 9.844 | -4,10 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1.110 | 356 | ||||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 238.546 | 2,23 | 76.528 | -4,07 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 45.062 | 11,07 | 4.584 | 1,60 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 6.970 | 4,95 | 2.236 | 0,45 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 12.552 | 11,69 | 4.419 | 17,28 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 1.524 | 0,13 | 489 | -4,31 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 19.052 | 3,72 | 6.112 | -0,75 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 116.329 | 8,34 | 37.319 | 3,67 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 10.239 | 2,76 | 3.285 | -1,68 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 1.464 | 7,57 | 470 | 2,85 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 29.803 | 1,52 | 9.561 | -2,87 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 3.581 | 3,71 | 1.149 | -0,78 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 1.899 | 43,54 | 609 | 37,47 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 817.443 | 7,35 | 262.244 | 2,72 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 1.156 | 2,21 | 371 | -2,37 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 17.734 | 6.168 | ||||||
| 2026-05-11 | 13F | American Money Management, LLC | 33.516 | 0,35 | 10.752 | -3,97 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 8.506 | 6,29 | 2.729 | 1,68 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 121.578 | 26,96 | 39.003 | 21,48 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 1.077 | 18,22 | 346 | 11,29 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 25.506 | 7,58 | 8.183 | 2,94 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 1.538 | 24,53 | 498 | 20,29 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 11.768 | 38,86 | 3.945 | 41,40 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 1.527 | 490 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 3.309 | 35,73 | 1.061 | 29,87 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 257.701 | 0,07 | 82.673 | -4,24 | ||||
| 2026-05-15 | 13F | Chai Trust Co Llc | 541.481 | 0,24 | 173.713 | -4,08 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 312 | 0,32 | 100 | -4,81 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 11.411 | 4,10 | 3.996 | 8,73 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 103.534 | 10,13 | 33.215 | 5,38 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 909 | 16,69 | 292 | 11,49 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 22.283 | 53,55 | 7.149 | 46,93 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 58.523 | 3,62 | 18.775 | -0,85 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 1.367 | 439 | ||||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 965 | 310 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.753 | 0,75 | 562 | -5,55 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 7.052 | 7,14 | 2.262 | 2,54 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 58.792 | 3,25 | 18.861 | -1,20 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 55.921 | 169,03 | 19.584 | 175,25 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 133.910 | 3,20 | 42.960 | -1,25 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1.242 | 0,16 | 399 | -4,10 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 105.412 | 27,20 | 33.817 | 21,72 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 37.451 | 2,84 | 12.015 | -1,60 | ||||
| 2026-05-12 | 13F | Orion Investment Co | 3.954 | 1.268 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 2.417 | 0,71 | 775 | -3,61 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 897 | 1,47 | 288 | -3,04 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 266.662 | 0,38 | 85.548 | -3,95 | ||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 1.274 | 31,88 | 409 | 26,32 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 8.806 | 898,41 | 2.825 | 857,63 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3.496 | 23,97 | 1.172 | 26,70 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 55.042 | 1,20 | 17.658 | -3,16 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 1.386 | 0,95 | 465 | 3,11 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 6.061 | 8,02 | 1.944 | 3,35 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41.067 | 3,17 | 13.175 | -1,27 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 10.571 | 2,65 | 3.391 | -1,77 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 121.278 | 1,27 | 39.107 | -2,60 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 2.415 | 0,21 | 775 | -4,21 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 8.498 | 1,63 | 2.726 | -2,75 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 91.961 | 13,17 | 29.807 | 9,40 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1.218 | 11,85 | 391 | 6,85 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 814 | 36,35 | 261 | 30,00 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 5.812 | 21,97 | 1.865 | 16,72 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 7.118 | 3,47 | 2.283 | -1,00 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 93.753 | 3,93 | 30 | 0,00 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 10.783 | 4,11 | 3.459 | -0,37 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 185.502 | 7,05 | 59.511 | 2,43 | ||||
| 2026-04-21 | 13F | Outfitter Financial LLC | 10.459 | 1,36 | 3.355 | -3,01 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 9.380 | 3,73 | 3.009 | -0,73 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 1.546 | 19,47 | 496 | 14,55 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 184.540 | 3,21 | 59.202 | -1,24 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 16.752 | 0,71 | 5.374 | -3,62 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 11.268 | 19,94 | 3.615 | 14,77 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 18.094 | 5,98 | 5.805 | 1,40 | ||||
| 2026-04-24 | 13F | Whelan Financial | 7.530 | 8,74 | 2.416 | 4,05 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 11.907 | 0,24 | 3.820 | -4,09 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 462.359 | 4,07 | 148.330 | -0,42 | ||||
| 2026-05-06 | 13F | CNB Bank | 10.632 | 27,99 | 3.411 | 22,44 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 4.018 | 21,17 | 1.289 | 16,02 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 28 | 64,71 | 9 | 60,00 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.396.012 | 3,92 | 447.855 | -0,56 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | Put | 20.800 | 211.730 | |||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 24 | 8 | ||||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 7.649 | 36,30 | 2.454 | 30,46 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 14.161 | 17,94 | 4.543 | 12,87 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 13.863 | 8,35 | 4.448 | 3,68 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 50.454 | 6,60 | 16.186 | 2,00 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 9.177 | 5,69 | 2.944 | 1,13 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 884 | 283 | ||||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 3.406 | 13,42 | 1.093 | 8,55 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 246.443 | 4,50 | 79.060 | -0,01 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1.299 | 6,04 | 417 | 1,46 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 54.460 | 0,54 | 17.471 | -3,80 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 35.285 | 17,81 | 11 | 10,00 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 77.427 | 1,95 | 24.839 | -2,44 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 349.294 | 0,90 | 117.108 | 0,90 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 259.920 | 5,08 | 83.385 | 0,55 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 1.282 | 0,08 | 412 | -3,52 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 10.069 | 0,32 | 3.230 | -4,01 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 174.787 | 6,76 | 56.073 | 2,15 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 773.538 | 20,27 | 242.556 | 12,46 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 1.710 | 5,49 | 549 | 0,92 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 2.870 | 921 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 52.460 | 12,47 | 16.942 | 8,35 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 227.871 | 9,88 | 73.103 | 5,14 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 2.258 | 0,67 | 725 | -3,72 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 7.489 | 2,28 | 2.403 | -2,16 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 5.293 | 9,84 | 1.698 | 5,14 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 127.245 | 1,16 | 40.821 | -3,21 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 702 | 330,67 | 225 | 316,67 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 153.056.541 | 31.676,69 | 1.923 | -98,81 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 24.082 | 1,27 | 7.726 | -3,10 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 55.318 | 140,54 | 17.747 | 130,17 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 355.403 | 2,03 | 114.017 | -2,37 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 6.155 | 3,71 | 1.918 | -3,57 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 24.859 | 1,83 | 7.975 | -2,55 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 42.100 | 0,81 | 13.506 | -3,53 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 5.697 | 64,89 | 1.828 | 57,77 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 12.823 | 2,26 | 4.114 | -2,16 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 876 | 4,91 | 281 | 0,36 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 31.393 | 2,72 | 10.071 | -1,71 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 42.108 | 2,61 | 13.509 | -1,82 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 34.283 | 7,46 | 10.998 | 2,82 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 743 | 0,13 | 238 | -4,03 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 3.328 | 11,38 | 1.116 | 13,88 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 10.786 | 0,92 | 3.460 | -3,43 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 797.187 | 1,05 | 255.746 | -3,31 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 7.194 | 15,49 | 2.308 | 10,49 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 773 | 248 | ||||||
| 2026-05-14 | 13F | Elgethun Capital Management | 5.270 | 124,26 | 1.691 | 114,74 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 14.426 | 0,88 | 4.628 | -3,48 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 12.293 | 1,30 | 3.944 | -3,07 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 31.440 | 30,42 | 10.086 | 24,09 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 102.415 | 1,62 | 32.856 | -2,76 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 46.908 | 17,80 | 15.049 | 12,72 | ||||
| 2026-04-24 | 13F | Essex LLC | 5.606 | 14,95 | 1.799 | 9,97 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 1.557 | 0,26 | 500 | -4,04 | ||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 61.439 | 3,32 | 19.710 | -1,13 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 56.116 | 1,49 | 18.003 | -2,88 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 16.523 | 0,78 | 5.301 | -5,48 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 9.891 | 40,08 | 3.173 | 34,05 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 10.841 | 4,30 | 3.478 | -0,20 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 2.482 | 164,61 | 796 | 153,50 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 11.341 | 11,81 | 3.638 | 7,00 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 21.399 | 14,63 | 6.865 | 9,68 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 1.262 | 21,00 | 421 | 20,29 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 94.555 | 1,25 | 30.334 | -3,11 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 334.843 | 6,09 | 107.421 | 1,51 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 9.451 | 29,31 | 3.032 | 23,76 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 25.215 | 8,21 | 8.089 | 3,55 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 9.491 | 3,33 | 3.045 | -1,14 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1.443 | 25,59 | 463 | 20,00 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 981 | 232,54 | 0 | |||||
| 2026-04-13 | 13F | Total Investment Management Inc | 165.873 | 53.214 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 400.852 | 5,17 | 128.591 | 2,80 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 9.988 | 15,83 | 3.536 | 19,71 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 192.890 | 3,82 | 61.881 | -0,65 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 9.656 | 0,73 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 793 | 81,88 | 254 | 73,97 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 33.524 | 4,00 | 10.755 | -0,49 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 4.162 | 1,79 | 1.335 | -2,55 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 169.193 | 7,85 | 54.279 | 3,19 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 1.537 | 128,04 | 493 | 118,67 | ||||
| 2026-05-14 | 13F | Taylor Securities Services, Inc. | 1.303 | 55,86 | 418 | 49,29 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 5.101 | 425,88 | 1.636 | 403,38 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 536.189 | 1,22 | 172.015 | -3,15 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 20.752 | 4,30 | 6.958 | 6,26 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 2.529 | 0,04 | 811 | -4,25 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 4.548 | 129,58 | 1.459 | 119,58 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 4.591 | 3,80 | 1.473 | -0,67 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 5.820 | 0,28 | 1.867 | -4,01 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 10.759 | 44,45 | 3.452 | 38,21 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 8.705 | 4,49 | 2.792 | 0,00 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 17.188 | 1,05 | 5.762 | 3,24 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 207.679 | 68,21 | 66.626 | 60,96 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4.434 | 0,64 | 1.423 | -3,72 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 786 | 2,75 | 252 | -1,56 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 1.526 | 4,81 | 489 | 0,20 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 258.527 | 6,09 | 83.036 | 1,63 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 84.583 | 0,48 | 27 | -3,57 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 1.868 | 191,88 | 599 | 179,91 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 24.922 | 1,49 | 7.995 | -2,88 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 524.833 | 3,26 | 168.372 | -1,19 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 35 | 2,94 | 11 | 0,00 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 254.654 | 5,43 | 81.695 | 0,89 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 213.792 | 10,08 | 68.587 | 5,33 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5.463 | 6,28 | 1.753 | 1,68 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 108.125 | 13,13 | 34.687 | 8,25 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 189.090 | 0,39 | 60.662 | -3,94 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 5.009 | 0,68 | 1.607 | -3,66 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 22.962 | 4,43 | 7.367 | -0,07 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 12.354 | 7,14 | 3.963 | 2,54 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 1.615 | 518 | ||||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 321 | 103 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 13.780 | 0,94 | 4.421 | -3,43 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 28.336 | 2,59 | 9.090 | -1,84 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 9.715 | 3,84 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.237.801 | 2,45 | 717.916 | -1,97 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 3.951 | 17,83 | 1.267 | 12,72 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 36.375 | 10,94 | 11.669 | 6,15 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.858 | 1,00 | 6.165 | 4,00 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 88.187 | 43,81 | 28.291 | 36,55 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 49.141 | 1,59 | 15.765 | -2,80 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2.858 | 0,35 | 917 | -3,98 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 1.949 | 0,15 | 625 | -4,14 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 4.145 | 2,45 | 1.330 | -1,99 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 985 | 316 | ||||||
| 2026-05-07 | 13F | Advisor Resource Council | 1.558 | 36,67 | 500 | 30,63 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 3.335 | 4,55 | 1.070 | 106.900,00 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 3.355 | 0,03 | 1.076 | -4,27 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 25.978 | 1,07 | 8.334 | -3,28 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 2.830 | 12,97 | 908 | 10,34 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 11.522 | 0,24 | 3.696 | -4,07 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 4.180 | 3,62 | 1.341 | -0,81 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 997 | 173,15 | 320 | 161,48 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 3.105 | 5,01 | 996 | 0,30 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 810.869 | 11,76 | 260.135 | 6,94 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 662 | 51,83 | 212 | 45,21 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 71.290 | 0,03 | 22.871 | -4,29 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 11.005 | 428 | ||||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 12.296 | 4,20 | 4.310 | 8,95 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 37.512 | 0,43 | 12.034 | -3,90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 97.024 | 3,54 | 31.126 | -0,93 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 1.482 | 5,26 | 476 | 0,64 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 187.545 | 0,01 | 62.878 | 2,17 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 158.272 | 3,58 | 50.775 | -0,88 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 25.242 | 32,54 | 8.098 | 26,83 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 1.255 | 0,32 | 403 | -4,06 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 789.042 | 9,56 | 253.133 | 4,83 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 9.682 | 11,97 | 3.106 | 7,11 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2.389 | 11,48 | 766 | 6,69 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 1.629 | 0,31 | 523 | -3,86 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 10.723 | 15,39 | 3.440 | 10,43 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 2.527 | 74,28 | 811 | 66,67 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 40.895 | 6,41 | 13.120 | 1,82 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 8.305 | 4,16 | 2.784 | 6,42 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 2.696 | 4,09 | 865 | -0,46 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 1.262 | 4,90 | 405 | 0,25 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 2.126 | 2,90 | 682 | -1,45 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 2.565 | 0,12 | 823 | -4,20 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 350 | 113 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 21.014 | 59,10 | 6.741 | 50,84 | ||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 1.658 | 1,53 | 532 | -2,93 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 16.358 | 5,55 | 5.099 | -1,87 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 2.904.307 | 22,12 | 931.731 | 16,85 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 3.406 | 0,12 | 1.093 | -4,21 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 1.489 | 1,99 | 478 | -2,45 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 3.337 | 93,34 | 1.071 | 85,12 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 8.870 | 7,49 | 2.846 | 2,86 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 826.600 | 0,74 | 265.182 | -3,61 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 35.747 | 0,06 | 11.476 | -4,18 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 43.998 | 2,80 | 14.115 | -1,63 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 94.959.476 | 100,00 | 31.061.245 | 100,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 2.209.084 | 1,74 | 708.696 | -2,65 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 160.840 | 50,29 | 51.598 | 43,81 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 7.724 | 3,75 | 2.478 | -0,76 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 306 | 0,33 | 102 | 2,00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 21.088 | 0,12 | 6.765 | -4,19 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 404.365 | 6,68 | 135.571 | 8,99 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1.136 | 364 | ||||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 29.279 | 4,10 | 9.455 | -0,05 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 23.880 | 0,07 | 7.661 | -4,24 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 1.444 | 463 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15.948 | 92,49 | 5.116 | 84,23 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 48.116 | 1,28 | 15.436 | -3,10 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 38.276 | 0,47 | 12.279 | -3,86 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 484 | 155 | ||||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 67.752 | 9,89 | 21.735 | 5,15 | ||||
| 2026-05-07 | 13F | First National Trust Co | 9.211 | 1,09 | 2.955 | -3,27 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 785 | 0,26 | 252 | -4,20 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 10.224 | 0,10 | 3.280 | -4,23 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4.058 | 104,64 | 1.302 | 95,93 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 14.747 | 6,60 | 4.731 | 1,98 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 14.089 | 30,65 | 4.520 | 25,70 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 39.947 | 20,20 | 12.815 | 15,02 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 641 | 3,39 | 206 | -0,97 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 8.444 | 20,73 | 2.709 | 15,53 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 568 | 184 | ||||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 51.745 | 2.659,73 | 16.600 | 2.543,31 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 1.260 | 49,11 | 404 | 42,76 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 89 | 0 | ||||||
| 2026-04-22 | 13F | Penney Financial, LLC | 128.417 | 3,50 | 41.198 | -0,96 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 654 | -4,67 | |||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 170.460 | 8,90 | 54.685 | 4,20 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 11.708 | 3.756 | ||||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 29.077 | 3,13 | 9.328 | -1,31 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 7.357 | 37,69 | 2.360 | 31,77 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 35.219 | 18,11 | 11.299 | 11,12 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 2.331 | 0,30 | 748 | -4,11 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 129.055 | 5,27 | 41.402 | 0,73 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 15.168 | 0,56 | 4.866 | -3,80 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 113.678 | 1,62 | 36 | -2,70 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 758 | 0 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 118.617 | 33,06 | 38.054 | 27,32 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 12.198 | 0,01 | 3.913 | -4,30 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 1.637 | 525 | ||||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 3.669 | 12,75 | 1.177 | 7,89 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 5.909 | 29,05 | 1.896 | 23,45 | ||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 128.515 | 9,26 | 41.229 | 4,55 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 511 | 1.402,94 | 164 | 1.381,82 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 35.644 | 9,10 | 11.435 | 4,39 | ||||
| 2026-01-14 | 13F/A | TABR Capital Management, LLC | 929 | 311 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1.304 | 0,54 | 418 | -3,91 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 30.202 | 0,34 | 9.689 | -3,98 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 39.496 | 14,94 | 12.671 | 9,98 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 47.296 | 2,21 | 15.173 | -2,19 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 126.778 | 57,30 | 42.505 | 60,70 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 74.108 | 0,33 | 23.777 | -4,00 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 70.417 | 0,48 | 22.590 | -3,86 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 14.418 | 403,25 | 4.626 | 381,77 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 224.800 | 15,22 | 72.118 | 10,25 | |||
| 2026-04-22 | 13F | BluePrint Investing LLC | 28.958 | 0,20 | 9.290 | -4,12 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 4.074 | 0,22 | 1.307 | -4,11 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | Put | 4.900 | 1.572 | |||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 3.369 | 4,82 | 1.081 | 0,28 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2.131.861 | 2,50 | 684 | -2,01 | ||||
| 2026-04-23 | 13F | Rexford Capital Inc | 3.760 | 7,98 | 1.206 | 3,34 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 1.013 | 32,59 | 325 | 26,95 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2.760 | 6,07 | 886 | 1,49 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 1.141 | 366 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3.999 | 3,17 | 1.283 | -1,23 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 5.239 | 5,26 | 1.681 | 0,72 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 8.850 | 19,98 | 2.839 | 14,85 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 1.150 | 1,59 | 369 | -2,64 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1.374 | 69,84 | 441 | 62,36 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 606 | 71,19 | 194 | 64,41 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 1.672 | 536 | ||||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 594.030 | 5,36 | 190.571 | 0,81 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 6.503 | 1.061,25 | 2.086 | 1.015,51 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 3.743 | 40,77 | 1.201 | 34,68 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 86 | 7,50 | 28 | 3,85 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 35.789 | 0,33 | 11.482 | -4,00 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 2.491 | 1,18 | 799 | -3,15 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 45.932 | 62,74 | 14.735 | 55,73 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 22.434 | 9,36 | 7.197 | 4,65 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 39.838 | 6,35 | 12.780 | 1,76 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 1.279 | 36,06 | 410 | 30,16 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2.140 | 687 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 36.808 | 16,16 | 11.808 | 11,16 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 9.191 | 6,13 | 2.949 | 1,55 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 1.218.091 | 1,71 | 390.776 | -2,68 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 3.066 | 5,36 | 983 | 0,82 | ||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 18.265 | 5,01 | 5.860 | 0,48 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 1.731.717 | 4,24 | 555.552 | -0,25 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 11.094 | 0,03 | 3.559 | -4,28 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 1.101 | 1,01 | 353 | -3,29 | ||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 79.419 | 0,05 | 25.479 | -4,26 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 755 | 2,17 | 264 | 6,88 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 774 | 0,13 | 248 | -4,25 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 85.716 | 5,55 | 27.499 | 1,00 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 39.591 | 8,80 | 12.701 | 4,11 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 719 | 0,56 | 231 | -3,77 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 9.291 | 30,42 | 2.981 | 24,79 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 791 | 5,33 | 254 | 0,80 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17.154 | 0,78 | 5.751 | 2,97 | ||||
| 2026-05-13 | 13F | West Virginia University Foundation, Inc | 914.884 | 25,51 | 293.504 | 20,10 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.984.206 | 5,77 | 636.983 | 1,27 | ||||
| 2026-04-23 | 13F | Bell Bank | 341.452 | 2,24 | 109.541 | -2,17 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 2.778 | 179,20 | 891 | 167,57 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 8.332 | 3,53 | 2.673 | -0,96 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 3.671 | 3,23 | 1.178 | -1,26 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 932 | 14,50 | 299 | 9,93 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 68.900 | 1.502,33 | 22.104 | 1.433,87 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 3 | 1 | ||||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 5.193 | 17,94 | 1.666 | 12,80 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 20.458 | 3,17 | 6.563 | -1,28 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 13.929 | 13,17 | 4.469 | 8,29 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 190.049 | 1,22 | 60.970 | -3,15 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 2.956 | 0,24 | 948 | -4,05 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 207.973 | 1,50 | 66.720 | -2,88 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 19.724 | 5,82 | 6.328 | 1,25 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 938 | 15,09 | 301 | 9,89 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 10.692 | 0,25 | 3.430 | -4,06 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 3.088 | 0,82 | 991 | -3,60 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 7.209 | 0,66 | 2.313 | -3,71 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 47.951 | 71,47 | 15.383 | 64,09 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 5.056 | 7,87 | 1.622 | 3,25 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 1.800 | 2,56 | 577 | -1,87 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 1.900 | 0,05 | 610 | -4,25 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 17.631 | 10,39 | 5.656 | 5,64 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 13.242 | 3,47 | 4.248 | -0,98 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 11.344 | 632,82 | 3.639 | 602,51 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 13.382 | 2,91 | 4.293 | -1,51 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 4.741 | 47,60 | 1.521 | 38,81 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 101.807 | 15,74 | 32.661 | 10,75 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 28.662 | 4,06 | 9.195 | -0,42 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 71.294 | 0,23 | 22.872 | -4,10 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 7.724 | 0,68 | 2.478 | -3,65 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1.284 | 412 | ||||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1.495 | 10,33 | 480 | 5,51 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 2.603 | 5,64 | 835 | 1,09 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 4.008 | 0,15 | 1.286 | -4,18 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 15.113 | 28,68 | 4.848 | 23,14 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 509.439 | 0,07 | 170.800 | 22,08 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 2.711 | 7,92 | 870 | 3,21 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 43.907 | 14,32 | 14.086 | 9,39 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 4.229 | 1,90 | 1.357 | -2,52 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 121.477 | 9,58 | 38.971 | 4,85 | ||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 1.940 | 0,05 | 622 | -4,31 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 338.497 | 3,16 | 108.593 | -1,29 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 4.349 | 1,59 | 1.395 | -2,79 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 2.013 | 1,10 | 646 | -3,30 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 5.380 | 0,02 | 1.726 | -4,33 | ||||
| 2026-05-01 | 13F | American Trust | 17.882 | 3,07 | 5.737 | -1,38 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 6.310 | 3,12 | 2.024 | -1,32 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 193 | 62 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12.630 | 59,85 | 4.052 | 52,98 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 958 | 307 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 5.976 | 2.011 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 10.275 | 0,14 | 3.296 | -4,19 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.026.467 | 38,15 | 329.301 | 32,19 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 747 | 21,86 | 240 | 16,59 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 3.599 | 402,65 | 1.169 | 379,10 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 24.367 | 0,50 | 7.817 | -3,83 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 94.342 | 3,92 | 30.266 | -0,57 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 17.788 | 4,08 | 5.707 | -0,42 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 2.118 | 36,21 | 679 | 30,33 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 23.274 | 0,12 | 7.467 | -4,20 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 24.493 | 18,00 | 8.578 | 20,82 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 1.375 | 0,29 | 441 | -3,92 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 24.876 | 62,28 | 7.980 | 55,28 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 40.654 | 32,32 | 13.042 | 26,61 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 1.361 | 0,07 | 437 | -5,63 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.103.126 | 3,26 | 353.895 | -1,19 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 134.689 | 1,42 | 43.210 | -2,95 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 2.688 | 6,04 | 862 | 1,53 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 79 | 25 | ||||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 1.214 | 1,34 | 389 | -2,99 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1.164 | 4,02 | 373 | -0,53 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | Put | 600 | 192 | |||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | Call | 600 | 192 | |||||
| 2026-04-28 | 13F | SBI Okasan Asset Management Co.Ltd. | 2.661.390 | 25,92 | 829.502 | 15,98 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 154.810 | 7,54 | 49.665 | 2,90 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 1.354 | 434 | ||||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 3.395 | 1,01 | 1.089 | -3,29 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 45.477 | 11,31 | 14.589 | 6,51 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 62.036 | 2,11 | 19.902 | -2,30 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 2.111 | 6,29 | 677 | 0,59 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 3.235 | 0,12 | 1.038 | -4,25 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 9.234 | 4,26 | 2.962 | -0,24 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 68.757 | 3,49 | 22.058 | -0,97 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1.616 | 19,97 | 518 | 14,86 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 2.639 | 2,21 | 847 | -2,20 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 1.001 | 23,73 | 321 | 18,45 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 346.672 | 6,93 | 111 | 2,78 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Put | 102.600 | 320,49 | 869 | 4.038,10 | |||
| 2026-05-04 | 13F | Fell Capital Management /adv | 862 | 6,95 | 277 | 2,22 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 87.570 | 3,45 | 28.093 | -1,01 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 5.589 | 2,63 | 1.793 | -1,75 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 20.706 | 100,02 | 6.929 | 99,65 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 1.246 | 30,75 | 400 | 25,08 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 18.072 | 5.798 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 2.388 | 0,13 | 766 | -4,13 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 1.248 | 0,16 | 401 | -4,31 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 3.921 | 44,10 | 1.258 | 37,83 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 586 | 188 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 183.598 | 6,50 | 58.900 | 1,91 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3.364.602 | 3,45 | 1.079.398 | -1,01 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | Call | 1.800 | 577 | |||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 49.025 | 4,93 | 15.728 | 0,40 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 20.620 | 5,86 | 6.615 | 1,30 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 2.445 | 784 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 19.708 | 3,32 | 6.325 | -1,14 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 4.328 | 2,93 | 1.452 | 2,62 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3.311 | 40,48 | 1.070 | 35,44 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 1.984 | 53,20 | 636 | 46,54 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 1.784 | 0,73 | 572 | -3,54 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 21.186 | 0,48 | 6.797 | -3,86 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 44.356 | 4,48 | 14.230 | -0,03 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 11.159 | 10,55 | 3.741 | 12,95 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 85.886 | 2,24 | 27.553 | -3,82 | ||||
| 2026-04-20 | 13F | Emprise Bank | 37.423 | 11,12 | 12.006 | 6,32 | ||||
| 2026-05-07 | 13F | Tull Financial Group, Inc. | 948 | 10,23 | 304 | 5,56 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 2.614 | 839 | ||||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 18.473 | 0,34 | 5.926 | -3,99 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 770.559 | 0,94 | 247.203 | -3,41 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 56.861 | 8,17 | 18.242 | 3,50 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 2.889 | 0,10 | 927 | -4,24 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 133.142 | 42.713 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45.597 | 6,64 | 14.628 | 2,04 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 1.890 | 0,11 | 606 | -4,11 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 738.795 | 0,58 | 237.017 | -3,76 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 94.423 | 3,01 | 30.292 | -1,43 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 1.577 | 10,05 | 578 | 18,69 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 8.276 | 0,10 | 2.655 | -4,22 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 3.112 | 1,50 | 998 | -2,92 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 553 | 3,75 | 178 | -0,56 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 34.825 | 24,62 | 11 | 22,22 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 259.122 | 0,25 | 83.129 | -4,08 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 2.090 | 671 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 226.353 | 9,15 | 72.616 | 4,45 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 39.053 | 27,27 | 12.529 | 21,78 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 8.566 | 2,83 | 2.870 | 0,74 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 50.531 | 1,14 | 16.211 | -3,23 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 28.476 | 3,97 | 9.135 | -0,51 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 5.242 | 0,34 | 1.682 | -4,00 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 13.528 | 1,36 | 4.340 | -3,02 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.854.681 | 3,73 | 594.532 | -0,84 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 6.982 | 0,66 | 2.240 | -3,70 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.031.021 | 4,90 | 1.934.812 | 0,38 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 776 | 2,65 | 249 | -1,58 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 4 | 1 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 16.547 | 5,75 | 5.308 | 1,18 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 92.410 | 68,98 | 29.646 | 61,69 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 4.255 | 1.365 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 95.617 | 4,98 | 30.675 | 0,46 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 12.190 | 0,75 | 3.911 | -3,60 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 1.727 | 0,52 | 1 | |||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 2.795 | 0,04 | 897 | -4,27 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 41.522 | 68,39 | 13.321 | 61,14 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 26.188 | 6,54 | 8.401 | 1,94 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 1.073 | 0,28 | 344 | -3,91 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 1.353 | 0,15 | 434 | -3,98 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 90.171 | 4,65 | 28.928 | 0,14 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 1.553 | 21,33 | 498 | 16,08 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 29.441 | 1,47 | 9.445 | -2,90 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 2.326 | 132,14 | 746 | 122,69 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 12.868 | 2,82 | 4.128 | -1,60 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 10.436 | 1,49 | 3.348 | -2,90 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 69.850 | 2,30 | 22.409 | -2,15 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 2.570 | 11,59 | 1 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2.597.185 | 7,24 | 833.203 | 2,62 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 3.919 | 0,46 | 1.257 | -3,83 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 27.037 | 0,01 | 8.674 | -4,30 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 340 | 109 | ||||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 1.281 | 411 | ||||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 8.262 | 12,88 | 2.651 | 8,03 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 4.542 | 6,07 | 1.457 | 1,53 | ||||
| 2026-04-28 | 13F | Cohen Investment Advisors LLC | 1.075 | 7,18 | 345 | 2,38 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1.437 | 0,98 | 461 | -3,35 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 8.006 | 20,25 | 2.568 | 12,58 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 46.256 | 1,11 | 14.840 | -3,25 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 877 | 1,74 | 281 | -2,77 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 46.796 | 6,98 | 15.013 | 107.128,57 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 46.353 | 2,64 | 14.868 | -1,80 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 7.186 | 6,73 | 2.305 | 2,13 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 700 | 225 | |||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 977 | 42,21 | 313 | 36,09 | ||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 766 | 246 | ||||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 1.744 | 0,06 | 560 | -4,28 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 1.511 | 485 | ||||||
| 2026-04-24 | 13F | Brown Financial Advisory | 2.102 | 4,63 | 674 | 0,15 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 66.741 | 1,19 | 21.411 | -3,17 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 25.852 | 3,06 | 8.294 | -1,38 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 44.422 | 5,31 | 14.251 | 0,77 | ||||
| 2026-02-17 | 13F | 14B Captial Management LP | 1.500 | 503 | ||||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 17.793 | 1,12 | 5.708 | -3,24 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 10.569 | 1,52 | 3.390 | -2,87 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1.313.941 | 421.525 | ||||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 61.077 | 7,32 | 19.594 | 2,69 | ||||
| 2026-04-14 | 13F | Gibson Wealth Advisors LLC | 140.361 | 2,99 | 45.024 | -1,46 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 15.191 | 5,40 | 4.873 | 0,85 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 4.590 | 3,01 | 1.473 | -1,41 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 47.809 | 10,40 | 15.338 | 5,64 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 799.543 | 1,33 | 256.492 | -3,04 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 7.078 | 2.373 | ||||||
| 2026-04-14 | 13F | Flower City Capital | 3.724 | 0,05 | 1.195 | -4,25 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 13.138 | 0,15 | 4.215 | -4,18 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 583.858 | 7,99 | 187.307 | 3,33 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 2.031 | 652 | ||||||
| 2026-04-15 | 13F | Rainwater Charitable Foundation | 394.751 | 28,98 | 126.640 | 23,42 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 100.696 | 0,79 | 32.304 | -3,55 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 418.114 | 0,25 | 134.135 | -4,07 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 1.117.965 | 0,83 | 358.654 | -3,52 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 63.260 | 4,55 | 20 | 0,00 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 18.704 | 0,01 | 6.000 | -4,31 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 4.168 | 1,81 | 1.337 | -2,55 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 477 | 38,26 | 153 | 33,04 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 677 | 0,74 | 217 | -3,56 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 8.069 | 12,79 | 2.589 | 7,92 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 919 | 295 | ||||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 35.114 | 1,42 | 11.265 | -2,95 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 185.666 | 46,19 | 59.564 | 39,89 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 276.653 | 8,23 | 88.753 | 3,56 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 8.627 | 12,52 | 2.768 | 7,67 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 305.028 | 2,61 | 97.856 | -1,82 | ||||
| 2026-05-01 | 13F | DMKC Advisory Services, LLC | 12.088 | 3,47 | 3.878 | -1,00 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 752 | 241 | ||||||
| 2026-04-15 | 13F | Verum Partners LLC | 16.871 | 11,75 | 5.412 | 6,94 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 34.069 | 4,42 | 10.930 | -0,09 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 12.210 | 39,50 | 3.917 | 33,50 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 785 | 12,79 | 252 | 7,73 | ||||
| 2026-05-11 | 13F/A | Accent Capital Management, LLC | 6.902 | 3,25 | 2.214 | -1,20 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 41.637 | 9,00 | 13.357 | 4,30 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 423 | 136 | ||||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 11.950 | 0,46 | 3.834 | -3,86 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4.133 | 1.386 | ||||||
| 2026-05-11 | 13F | Fiduciary Group LLC | Call | 300 | 96 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 11.208 | 5,38 | 3.596 | 0,84 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 1.847 | 64,91 | 593 | 57,87 | ||||
| 2026-04-27 | 13F | Lafayette Investments, Inc. | 2.614 | 12,67 | 839 | 7,85 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 21.302 | 26,65 | 6.834 | 21,19 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 213.806 | 0,23 | 68.591 | -4,10 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 1.459 | 1,39 | 468 | -3,11 | ||||
| 2026-04-22 | 13F | Harrell Investment Partners, Llc | 20.828 | 5,68 | 6.682 | 1,12 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 9.605 | 1,27 | 3.412 | 7,33 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 5.933 | 11,08 | 1.903 | 6,31 | ||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 50.216 | 10,34 | 16.110 | 5,58 | ||||
| 2026-05-08 | 13F | Hardworking Capital Advisors, LLC | 3.504 | 1,62 | 1.124 | -2,77 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 2.056 | 58,52 | 660 | 51,84 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 14.945 | 0,48 | 4.795 | -3,85 | ||||
| 2026-04-10 | 13F | Benin Management CORP | 3.968 | 6,64 | 1.273 | 2,00 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1.199 | 0,25 | 385 | -4,00 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 2.630 | 4,16 | 844 | -0,24 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 41.589 | 3,68 | 13.342 | -0,78 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 5.567 | 9,91 | 1.786 | 5,19 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 209.912 | 1,19 | 67.333 | -3,92 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 8.034 | 0,12 | 2.577 | -4,20 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 3.705 | 0,32 | 1.189 | -4,04 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 18.687 | 0,09 | 5.995 | -4,22 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 252.254 | 1,04 | 80.926 | 97.400,00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 30.926 | 1.589,02 | 10.104 | 1.548,12 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 1.717 | 1,48 | 551 | -3,00 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 966 | 0,31 | 310 | -4,04 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 190.257 | 12,44 | 61.036 | 7,59 | ||||
| 2026-04-29 | 13F | Carnegie Lake Advisors LLC | 2.644 | 0,11 | 848 | -4,18 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 642 | 4,90 | 206 | 0,00 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 334.452 | 18,77 | 107.296 | 13,65 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 5.781 | 2,17 | 1.855 | -2,22 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 109.247 | 1,40 | 35.048 | -2,97 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 18.753 | 1,74 | 6.229 | 0,81 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 20.591 | 47,84 | 6.606 | 41,46 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 15.147 | 4,30 | 4.859 | -0,21 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 2.633 | 2,61 | 845 | -1,86 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 14.654 | 2,89 | 4.701 | -1,55 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2.548 | 15,29 | 817 | 10,41 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 20.409 | 0,15 | 6.637 | -4,54 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 135.208 | 7.099,57 | 43.376 | 6.796,03 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 368.526 | 3,85 | 118.227 | -0,63 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 5.653 | 5,72 | 1.814 | 1,17 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 1.320 | 9,63 | 424 | 4,96 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 6.111 | 9,09 | 1.960 | 4,37 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 2.433 | 7,85 | 781 | 3,17 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 7.995 | 16,00 | 2.565 | 11,00 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 5.230 | 2,59 | 1.678 | -1,87 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 87.717 | 0,11 | 28.140 | -4,20 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 2.256 | 0,27 | 724 | -4,11 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 4.145 | 1,22 | 1.330 | -3,13 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 21.885 | 0,69 | 7.021 | -3,65 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 108.007 | 0,09 | 35 | -5,56 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 1.116 | 7,62 | 358 | 3,17 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 4.201 | 0,94 | 1.348 | -3,44 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 1.859 | 0,32 | 596 | -4,03 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 33.417 | 1,99 | 10.720 | -2,40 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 140.674 | 1,03 | 48.202 | 3,25 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 62.622.049 | 3,80 | 20.995.293 | 6,04 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 2.966 | 0,34 | 951 | -4,04 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 8.075 | 0,14 | 2.707 | 2,31 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 3.489 | 26,14 | 1.119 | 20,71 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 15.604 | 1,41 | 5.006 | -2,97 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 8.895 | 1,63 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 8.429 | 0,29 | 2.704 | -4,05 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 1.441 | 0,21 | 494 | 2,28 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 14.199 | 2,22 | 4.760 | 4,43 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 274.980 | 1,91 | 88.216 | -2,49 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 64.509 | 8,06 | 20.695 | 3,41 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 15.891 | 4,16 | 5.098 | -0,35 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 21.601 | 2,71 | 7.605 | 7,84 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 6.551 | 26,88 | 2.102 | 21,45 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | Put | 1.000 | 4 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 65.770 | 1,55 | 21.101 | -2,83 | ||||
| 2026-05-15 | 13F | Obsido Oy | 207.234 | 4,93 | 66.483 | 0,40 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 4.029 | 0,05 | 1.293 | -4,30 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 62.244 | 1,51 | 19.968 | -2,87 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.733.299 | 1,57 | 1.839.299 | -2,81 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 11.656 | 9,85 | 3.739 | 7,38 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 175.669 | 47.250,13 | 56.356 | 20.099,28 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 134.047 | 1,42 | 43.004 | -2,96 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 646 | 208 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 276.500 | 82,15 | 88.704 | 74,29 | |||
| 2026-05-13 | 13F | Franklin Resources Inc | 135.261 | 8,16 | 43.393 | 3,49 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 107.282 | 80,09 | 34.417 | 72,33 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 5.848 | 3,23 | 1.876 | -1,21 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 101.350 | 0,62 | 33 | -3,03 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 733 | 19,97 | 235 | 15,20 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 27.321 | 8,11 | 8.765 | 3,45 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 7.604 | 2,48 | 2.439 | -1,93 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 5.356 | 1,31 | 1.718 | -3,05 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 87 | 42,62 | 28 | 35,00 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 860.804 | 5,01 | 276.154 | 0,48 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 4.998.917 | 3,02 | 1.603.702 | -1,42 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 242.408 | 1,75 | 77.761 | -2,64 | ||||
| 2026-01-20 | 13F | Arvest Investments, Inc. | 0 | 0 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 5.198 | 9,66 | 1.668 | 4,91 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 1.708 | 0,12 | 548 | -4,20 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 1.752 | 95,75 | 587 | 95,67 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 10.597 | 0,18 | 3.400 | -4,15 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 210.327 | 241,65 | 20 | -5,00 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 42.744 | 2,28 | 13.713 | -2,13 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 6.668 | 0,01 | 2.139 | -4,30 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 1.027 | 329 | ||||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 5.230 | 850,91 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 296.314 | 5.817,99 | 95.060 | 5.565,08 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 1.479 | 474 | ||||||
| 2026-05-04 | 13F | 1st Source Bank | 2.045 | 20,93 | 656 | 15,90 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 1.951 | 76,08 | 626 | 68,46 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 14.988 | 93,32 | 5.401 | 103,77 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 20.184 | 44,03 | 6.564 | 39,72 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 173.834 | 1,79 | 55.768 | -2,60 | ||||
| 2026-05-08 | 13F | Investure, LLC | 645.651 | 3,04 | 207.131 | -1,40 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 4.162 | 1,98 | 1.354 | -1,10 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 12.373 | 0,68 | 3.969 | -3,97 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 640 | 205 | ||||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 6.401 | 0,49 | 2.054 | -3,84 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 35.547 | 0,05 | 11.404 | -4,27 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 6.619 | 8,21 | 2.123 | 3,56 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 9 | 3 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 48.162 | 1,98 | 15.451 | -2,42 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 14.899 | 2,03 | 4.780 | -2,37 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 95.896 | 16,10 | 30.764 | 11,09 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 122.012 | 0,51 | 39.143 | -3,82 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 1.249 | 0,32 | 401 | -4,08 | ||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 337.854 | 108.387 | ||||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 2.040 | 4,24 | 654 | -0,30 | ||||
| 2026-05-05 | 13F | GuidedMoney, LLC | 233.776 | 5,21 | 74.998 | 0,67 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 1.648 | 0,49 | 529 | -3,83 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2.630 | 3,50 | 844 | -0,94 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 2.091 | 0,34 | 671 | -4,01 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 372.371 | 10,13 | 119.460 | 5,38 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 16.284 | 5,15 | 5.224 | 0,62 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 78.146 | 13,97 | 25.070 | 9,06 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 29.175 | 0,16 | 9.360 | -4,16 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 478.643 | 3,05 | 153.553 | -1,40 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 15.937 | 6,34 | 5.113 | 1,75 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 989 | 5,10 | 318 | 0,63 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 61.143 | 4,73 | 19.615 | 0,21 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 2.200 | 102,76 | 706 | 94,49 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 9.688 | 0,46 | 3.108 | -3,87 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 861 | 0,12 | 276 | -4,17 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 2.138 | 6,32 | 686 | 1,63 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 16.312 | 4,13 | 5.233 | -0,38 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 12.829 | 1,68 | 4.116 | -2,72 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 48.881 | 7.025,51 | 15.682 | 6.747,60 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 2.335 | 6,04 | 729 | -1,36 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 19.286 | 1,43 | 6.187 | -2,95 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 2.706 | 145,33 | 941 | 149,60 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 63.166 | 5,86 | 20.264 | 1,29 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 873 | 8,58 | 280 | 4,09 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 431.499 | 3,56 | 138 | -0,72 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 1.958 | 0,05 | 628 | -4,27 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 11.466 | 7,58 | 3.844 | 9,92 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 364.503 | 3,31 | 116.936 | -1,14 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 13.771 | 0,01 | 4.418 | -4,31 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 4.997 | 6,48 | 1.603 | 1,84 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 44.048 | 23,66 | 14.131 | 18,32 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 2.240 | 3,94 | 719 | -0,55 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 695.186 | 223.023 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 1.700 | 545 | ||||||
| 2026-05-11 | 13F | Scratch Capital Llc | 22.974 | 1,46 | 7.370 | -2,91 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 144.082 | 0,74 | 46.223 | -3,60 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 18.005 | 1,00 | 5.776 | -3,35 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.659 | 2,86 | 853 | -1,62 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 30.075 | 0,11 | 9.648 | -4,21 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 11.657 | 3.740 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 37.748 | 9,60 | 12.110 | 4,87 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 18.652 | 1,22 | 5.984 | -3,14 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 39.756 | 2,87 | 12.754 | -1,56 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 59.013 | 141,10 | 18.932 | 130,70 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 18.144 | 3,36 | 5.821 | -1,10 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 250 | 25,63 | 80 | 21,21 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 1.011 | 0,20 | 324 | -4,14 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 732 | 0,55 | 235 | -4,10 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 106 | 19,10 | 34 | 17,24 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 692 | 0,87 | 222 | -3,06 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 30.883 | 0,64 | 9.908 | -3,70 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 3.625 | 0,14 | 1.163 | -4,52 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 21.295 | 0,61 | 6.832 | -3,73 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 25.985 | 47,63 | 8.413 | 41,05 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 515.234 | 27,68 | 165.292 | 22,17 | ||||
| 2026-05-04 | 13F | Prodigy Asset Management LLC | 24.110 | 36,21 | 7.735 | 30,33 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 7.275 | 4,27 | 2.334 | -0,26 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 466.024 | 0,92 | 149.505 | -1,34 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 973 | 312 | ||||||
| 2026-04-09 | 13F | Lantz Financial LLC | 40.130 | 5,33 | 12.874 | 0,79 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 511 | 51.000,00 | 164 | |||||
| 2026-04-08 | 13F | Panoramic Capital Partners, LLC | 4.878 | 7,87 | 1.565 | 3,17 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 5.930 | 24,84 | 1.902 | 19,47 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 167.879 | 55,70 | 53.857 | 48,99 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 2.257 | 0,80 | 724 | -3,47 | ||||
| 2026-05-14 | 13F | Alpha Wealth Funds, LLC | 3.429 | 0,32 | 536 | -3,95 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 4.914 | 1.647 | ||||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 9.097 | 1,79 | 2.918 | -2,60 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 658 | 1,54 | 211 | -2,76 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 1.561 | 2,97 | 501 | -1,57 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 11.992 | 301,07 | 3.847 | 283,93 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 713 | 1,86 | 229 | -2,56 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.034.035 | 1,34 | 331.729 | -3,03 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 1.605 | 7,72 | 515 | 3,01 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 7.549 | 3,03 | 2.422 | -1,43 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 18.010 | 4,53 | 5.778 | 0,02 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 11 | 4 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 65.828 | 12,01 | 21.118 | 7,18 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 88.242 | 43,16 | 28.309 | 36,99 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 33.490 | 4,46 | 10.744 | -0,05 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 243.111 | 0,64 | 77.992 | -3,70 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 206.819 | 3,98 | 66.350 | -0,50 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 45.360 | 2,60 | 15 | 0,00 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 39.970 | 60,03 | 12.823 | 53,14 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 12.768 | 1,44 | 4.096 | -2,94 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 10.775 | 9,90 | 3.692 | 9,79 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 5.029 | 123,11 | 1.613 | |||||
| 2026-06-04 | 13F | Evansbrook LLC | 814 | 0,25 | 261 | -4,04 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 63.926 | 9,01 | 22.236 | 13,09 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 700 | 212,50 | 225 | 198,67 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 19.252 | 11,22 | 6.176 | 6,43 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 416 | 1,96 | 134 | -2,21 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 7.978 | 18,21 | 2.559 | 13,13 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2.707 | 908 | ||||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 2.930 | 0,07 | 940 | -4,18 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 5.375 | 9,69 | 1.724 | 4,99 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 2.889 | 5,09 | 927 | 0,54 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 677 | 3,20 | 217 | -0,91 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 5.460 | 7,52 | 1.752 | 2,88 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 969.473 | 2,71 | 311.017 | -1,72 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 22.958 | 337,05 | 7.365 | 318,23 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 734 | 22,54 | 235 | 17,50 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 2.821 | 1,73 | 905 | -2,69 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 31.327 | 10.050 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 759.045 | 5,33 | 243.509 | 0,79 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 411.337 | 15,69 | 131.961 | 10,70 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 4.863 | 16,45 | 1.560 | 11,43 | ||||
| 2026-05-15 | 13F | Norinchukin Bank, The | 850.500 | 7,59 | 272.849 | 2,95 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 1.237 | 45,70 | 397 | 39,44 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 19.417 | 9,44 | 6.229 | 4,72 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 8.091 | 0,81 | 2.596 | -3,53 | ||||
| 2026-04-29 | 13F | Custom Index Systems, Llc | 917.494 | 29 | ||||||
| 2026-04-27 | 13F | Narodna banka Slovenska | 5.654.304 | 1.762.447 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 154 | 67,39 | 49 | 63,33 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 84.461 | 9,64 | 27.096 | 4,91 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 152 | 56,70 | 51 | 54,55 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 2.497 | 0,16 | 801 | -4,07 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 14.577 | 4.676 | ||||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 5.522 | 17,97 | 1.771 | 12,87 | ||||
| 2026-05-14 | 13F/A | Empirical Finance, LLC | 55.050 | 17.661 | ||||||
| 2026-05-12 | 13F | Callahan Advisors, LLC | 745 | 0,27 | 239 | -4,02 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 1.335 | 106,02 | 428 | 97,24 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 1.703 | 0,06 | 546 | -4,21 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 1.601 | 514 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 6.580 | 2.111 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 132.966 | 3,68 | 42.657 | -0,79 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 833.032 | 3,19 | 267.243 | -1,27 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 21.176 | 0,76 | 6.794 | -3,59 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 999 | 0,30 | 321 | -3,90 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 103.825 | 1,16 | 33.308 | -3,20 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 7.719 | 211,50 | 2.576 | 210,24 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 164.468 | 0,98 | 52.763 | -3,38 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 34.041 | 52,60 | 10.921 | 46,01 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 19.603 | 6,76 | 6.234 | -0,83 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 72.406 | 4,10 | 23.229 | -0,39 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.383 | 0,66 | 444 | -3,70 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 127.824 | 10,04 | 44.894 | 13,48 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 7.532 | 10,18 | 2.416 | 5,46 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 2.931 | 86,81 | 940 | 78,71 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 47.953 | 3,23 | 15.384 | -1,22 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | Put | 100 | 35 | |||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 7.918 | 2.087,29 | 2.789 | 2.204,96 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 21.212 | 1,82 | 6.805 | -2,56 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 1.089 | 0,37 | 349 | -3,86 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 38.187 | 4,21 | 12.251 | -0,28 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 83.720 | 1,86 | 26.858 | -2,53 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 542.873 | 282,80 | 174.159 | 266,30 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 8.156 | 30,66 | 2.616 | 25,05 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 40.329 | 2,91 | 0 | |||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 11.640 | 4,50 | 3.734 | 0,00 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 4.686 | 19,18 | 1.503 | 14,04 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 60.248 | 0,67 | 19.328 | -3,67 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 932 | 0,32 | 299 | -4,18 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 2.995 | 961 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 19.870 | 0,35 | 6.375 | -3,98 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 2.556 | 0,31 | 820 | -5,54 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 2.813 | 0,57 | 902 | -3,74 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 601.790 | 212,78 | 193.060 | 199,29 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 430.220 | 2,36 | 138.019 | -2,06 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.319 | 84,99 | 423 | 76,99 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 61.524 | 0,61 | 20.627 | 2,79 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 77 | 25 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 216.463 | 15,26 | 69.444 | 10,29 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 14.153 | 14,45 | 4.540 | 9,53 | ||||
| 2026-05-08 | 13F | EagleClaw Capital Managment, LLC | 8.732 | 3,56 | 2.801 | -0,88 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2.115.013 | 1,70 | 655.721 | -5,95 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 7.540 | 26,91 | 2.419 | 21,50 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 282 | 0,36 | 90 | -4,26 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 15.836 | 0,96 | 5.080 | -3,40 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 63.113 | 10,23 | 20.247 | 5,48 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 4.886 | 2,41 | 1.567 | -2,00 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.444 | 0,21 | 463 | -4,14 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 18.802 | 0,27 | 6.032 | -4,04 | ||||
| 2026-04-14 | 13F | M. Kraus & Co | 1.487 | 2,20 | 477 | -2,05 | ||||
| 2026-04-27 | 13F | Consolidated Portfolio Review Corp | 15.912 | 0,25 | 5.105 | -4,08 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 4.942 | 9,34 | 1.585 | 4,62 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 5.443 | 8,60 | 1.746 | 3,93 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 358.501 | 8,15 | 115.011 | 3,49 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 18.322 | 1,13 | 5.878 | -3,24 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 2.330 | 748 | ||||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 3.437 | 0,47 | 1.103 | -3,84 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 22.822 | 67,82 | 7.322 | 60,58 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 13.034 | 1,41 | 4.181 | -2,97 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2.231.332 | 3,09 | 715.834 | -3,60 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 610 | 204 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 5.614 | 1.801 | ||||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 6.150 | 0,05 | 1.973 | -4,22 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 142 | 46 | ||||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 1.105 | 3,08 | 354 | -1,39 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 11.420 | 3,16 | 3.664 | -1,29 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.939 | 14,11 | 1.264 | 9,16 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 713 | 229 | ||||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 3.153 | 0,67 | 1.012 | -3,62 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 8.646 | 1,89 | 2.774 | -2,53 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 4.604 | 4,52 | 1.477 | -1,53 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 5.709 | 1.914 | ||||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 865 | 0,12 | 277 | -4,15 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 45.924 | 0,30 | 14.733 | -4,03 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 1.876 | 172,67 | 602 | 161,30 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 3.461 | 1,02 | 1.110 | -3,31 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 1.883 | 1,95 | 604 | -2,42 | ||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 1.020 | 327 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 5.211 | 0,25 | 1.672 | -4,02 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 5.045 | 1,92 | 1.619 | -2,47 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 5.213 | 2,44 | 1.672 | -1,99 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 4.454 | 186,06 | 1.429 | 174,09 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 673 | 216 | ||||||
| 2026-05-15 | 13F | Ironwood Investment Management Llc | 54.181 | 6,93 | 17.382 | 2,31 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 5.057 | 11,31 | 1.622 | 6,50 | ||||
| 2026-04-17 | 13F | McHugh Group, LLC | 7.357 | 20,55 | 2.360 | 15,35 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 650 | 209 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 46.749 | 3,03 | 14.998 | -1,42 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 16.488 | 5.290 | ||||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 4.989 | 38,51 | 1.600 | 32,56 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 7.073 | 1,74 | 2.269 | -2,62 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 817 | 262 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 4.225 | 1.355 | ||||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 80.604 | 2,38 | 25.859 | -2,03 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 22.704 | 35,10 | 7.284 | 29,27 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 49.010 | 12,91 | 15.723 | 8,03 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 44.593 | 13,11 | 14.306 | 8,22 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 23.041 | 0,23 | 7.392 | -4,10 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 18.876 | 0,16 | 6.056 | -4,16 | ||||
| 2026-04-21 | 13F | Altus Wealth Management, LLC | 150.340 | 0,12 | 48.231 | -4,20 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 3.531 | 11,95 | 1.133 | 7,10 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 2.962 | 15,30 | 950 | 10,34 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 8.295 | 40,64 | 2.661 | 34,55 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 9.520 | 4,02 | 3.054 | -0,49 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 8.651 | 1,32 | 3.088 | 7,90 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 7.016 | 9,78 | 2.352 | 14,73 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 206.746 | 1,89 | 66.326 | 97.438,24 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 93.487 | 4,12 | 29.992 | -0,37 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 7.732 | 13,92 | 2.481 | 9,01 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 7.817 | 2,64 | 2.508 | -1,80 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 77.579 | 1,67 | 24.888 | -3,46 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 5.366 | 3,65 | 1.722 | -0,81 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 5.998 | 10,36 | 1.924 | 5,60 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 3.940 | 134,94 | 1.264 | 124,73 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 146.827 | 47.104 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 4.976 | 4,27 | 1.596 | -0,25 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 3.716 | 0,73 | 1.191 | -3,64 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 42.072 | 24,36 | 10.655 | 27,27 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 86 | 1,18 | 28 | -3,57 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 39.526 | 10,55 | 12.680 | 5,78 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 920 | 295 | ||||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 1.070 | 66,41 | 343 | 59,53 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 88.232 | 40,64 | 28.306 | 34,57 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 16.379 | 9,38 | 5.255 | 4,66 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 7.950 | 3,80 | 2.550 | -0,66 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 1.280 | 44,31 | 411 | 38,05 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 3.817 | 0,08 | 1.225 | -4,23 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 2.181 | 0,05 | 700 | -4,25 | ||||
| 2026-02-13 | 13F | Brick & Kyle, Associates | 4.790 | 0,34 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 13.918 | 443,04 | 4.465 | 419,79 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 985 | 4,79 | 316 | 0,00 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 11.416 | 0,55 | 3.662 | -3,78 | ||||
| 2026-05-05 | 13F | Ashford Advisors, LLC | 157.362 | 0,01 | 50.483 | -4,30 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 31.055 | 0,19 | 9.963 | -4,13 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 36.915.651 | 11.842.910 | ||||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 2.866 | 0,03 | 919 | -4,27 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 290.404 | 5,21 | 93.165 | 0,68 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 48.358 | 18,93 | 15.514 | 13,80 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 14.939 | 1,24 | 4.793 | -3,13 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 11.890 | 2,03 | 4.224 | 6,45 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 1.780 | 24,04 | 627 | 28,48 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 234.031 | 3,70 | 75.079 | -0,77 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 130.731 | 1,84 | 41.718 | -3,07 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 5.326 | 20,88 | 1.709 | 15,64 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 8.257 | 1,14 | 2.649 | -3,25 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 11.232 | 0,47 | 3.603 | -3,84 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 18.107 | 20,93 | 6 | 0,00 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 2.022 | 649 | ||||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 2.348 | 67,71 | 753 | 60,55 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 55.999 | 0,15 | 18.775 | 2,31 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 37.743 | 19,46 | 12.108 | 14,31 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 3.910 | 0,10 | 1.254 | -4,20 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 17.609 | 3,13 | 6 | 0,00 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 5.755 | 1.846 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 927 | 0,87 | 297 | -3,57 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 11.102 | 0,42 | 3.562 | -3,91 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 157 | 50 | ||||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 971 | 353 | ||||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 240.162 | 1,65 | 77.046 | -2,74 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 6.941 | 0,12 | 2 | 0,00 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 11.937 | 3,23 | 3.835 | -1,26 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 44.595 | 29,85 | 14.307 | 24,25 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 2.819 | 36,45 | 904 | 30,64 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 7.525 | 0,74 | 2.414 | -3,59 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 2.468 | 83,90 | 792 | 76,17 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 9.723 | 1,18 | 3.119 | -3,20 | ||||
| 2026-04-09 | 13F | Red Spruce Capital, LLC | 1.164 | 38,24 | 373 | 32,27 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 1.008 | 7,46 | 323 | 2,87 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4.579 | 7,72 | 1.469 | 3,02 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 335.088 | 5,67 | 107.500 | 1,11 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 72.922 | 1,11 | 23.394 | -3,25 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 48.945 | 0,73 | 15.702 | -3,61 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 18.605 | 12,98 | 5.969 | 8,10 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 41.018 | 0,23 | 13.159 | -4,09 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2.310 | 100,00 | 741 | 91,47 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 70.842 | 5,52 | 22.727 | 0,97 | ||||
| 2026-05-07 | 13F | Financial Discovery Group Inc | 2.224 | 713 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 2.714 | 3,83 | 871 | -0,68 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 17.646 | 26,67 | 5.661 | 23,87 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 29.485 | 9.459 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 6.812 | 2,33 | 2.186 | -2,11 | ||||
| 2026-05-05 | 13F | PFG Advisors | 150.333 | 4,95 | 48.228 | 0,43 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 2.671 | 7,10 | 857 | 2,39 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 138.816 | 2,47 | 44.534 | -1,95 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 682.240 | 1,79 | 218.869 | -2,60 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Call | 306.600 | 165,22 | 1.321 | -54,18 | |||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 1.868 | 4,47 | 599 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 57.943 | 3,27 | 18.589 | -1,18 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 5.506 | 5,18 | 1.766 | 0,63 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 56.911 | 1.064,30 | 18.258 | 1.014,59 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 9.895 | 6,50 | 3.318 | 8,79 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 6.140 | 7,49 | 2.150 | 10,37 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 49.244 | 24,29 | 17.224 | 30,36 | ||||
| 2026-05-08 | 13F | Price Financial Group Wealth Management, Inc | 341 | 119 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 170.307 | 7,90 | 54.636 | 3,24 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 20.827 | 0,78 | 6.682 | -3,57 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 973 | 39,40 | 312 | 33,33 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 1.488 | 2,76 | 477 | -1,65 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 5.211 | 3,07 | 1.672 | -1,42 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 14.954 | 10,94 | 4.797 | 6,15 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 18.315 | 73,90 | 5.876 | 66,43 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 18.274 | 22,78 | 5.862 | 17,47 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 11.367 | 7,09 | 3.647 | 2,47 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 9.036 | 4,52 | 2.899 | 0,00 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 1.290 | 414 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 7.259 | 0,11 | 2.329 | -4,24 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 4.519 | 0,29 | 1.450 | -4,04 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 1.884 | 0,32 | 604 | -3,97 | ||||
| 2026-05-14 | 13F | RM Financial Services, LLC | 10.408 | 10,31 | 3.339 | 5,53 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 18.041 | 98,32 | 5.788 | 89,74 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 563.420 | 2,83 | 180.751 | -1,60 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 2.092 | 0,34 | 671 | -4,01 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2.708 | 0,41 | 908 | 2,49 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 7.930 | 2,02 | 2.544 | -2,38 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 6.027 | 0,84 | 1.933 | -3,49 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 11.081 | 124,18 | 3.555 | 114,48 | ||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 23.073 | 0,19 | 7.402 | -4,12 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 41.782 | 12,14 | 14.709 | 17,76 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 2.470 | 48,71 | 792 | 42,45 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 2.276 | 5,03 | 730 | 0,55 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 56.308 | 2,71 | 18.064 | -1,72 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 9.778 | 29,34 | 3.137 | 23,76 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 3.276 | 0,52 | 1.051 | -3,85 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 279.602 | 2,75 | 89.699 | -1,68 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 6.320 | 65,66 | 2.027 | 58,48 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 4.229 | 0,02 | 1.357 | -4,30 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 42.003 | 1,60 | 13.475 | -2,78 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 4.478 | 30,10 | 1.437 | 24,44 | ||||
| 2026-05-01 | 13F | Avion Wealth | 53.879 | 2,60 | 17 | 0,00 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 25.045 | 118,33 | 8.035 | 104,90 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 27.832 | 0,05 | 8.929 | -4,27 | ||||
| 2026-04-14 | 13F | Hudson Value Partners, LLC | 22.742 | 2,13 | 7.296 | -2,37 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 51.093 | 0,07 | 16.391 | -4,24 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 20.431 | 16,35 | 6.554 | 11,33 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 2.409 | 3,26 | 773 | -1,28 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1.433 | 460 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 99.799 | 13,67 | 32.259 | 9,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 81.100 | 16,86 | 26.018 | 11,82 | |||
| 2026-04-16 | 13F | Security National Bank | 10.943 | 1,03 | 3.511 | -3,33 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 596.293 | 18,88 | 191.257 | 13,73 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 7.564 | 4,17 | 2.427 | -0,33 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 5.920 | 8,66 | 2.148 | 15,31 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 210.203 | 0,52 | 67 | -4,29 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 5.531 | 49,33 | 1.774 | 42,95 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 1.806 | 3,26 | 579 | -1,19 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 44.937 | 0,67 | 14.416 | -3,67 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 3.137 | 3,29 | 1.006 | -1,18 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 20.064 | 4,66 | 6.437 | 0,14 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 18.477 | 1,43 | 5.928 | -2,95 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 29.174 | 12,53 | 9.359 | 7,69 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 26.078 | 5,47 | 8.366 | 0,92 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 163.814 | 7,11 | 52.543 | 2,47 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 1.994 | 640 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 6.920 | 0,17 | 2.220 | -4,15 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 806.789 | 12,82 | 258.826 | 7,95 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 16.882 | 0,87 | 5.416 | -3,48 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 6.414 | 0,30 | 2.058 | -4,06 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3.787.743 | 1,94 | 1.215.146 | -2,45 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 2.891 | 5,90 | 927 | 1,31 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 12.129 | 11,12 | 3.891 | 6,34 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 2.295 | 0,31 | 736 | -4,04 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 33.445 | 5,79 | 10.729 | 1,23 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 2.603.399 | 2,51 | 835.197 | -1,91 | ||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 3.877 | 0,03 | 1.244 | -4,31 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 4.113 | 117,27 | 1.319 | 108,04 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 14.341.153 | 3,98 | 4.600.786 | -0,51 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 20.096 | 7,24 | 6.447 | 2,61 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 390.811 | 1,42 | 125.376 | -2,96 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 214.039 | 1,65 | 69 | -2,86 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 128.493 | 2,24 | 41.222 | -2,17 | ||||
| 2026-05-14 | 13F | Main Management LLC | 463 | 0,22 | 0 | |||||
| 2026-05-01 | 13F | Clarity Financial LLC | 4.125 | 40,98 | 1.323 | 34,86 | ||||
| 2026-04-24 | 13F | North Point Portfolio Managers Corp/oh | 1.485 | 6,07 | 476 | 1,49 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 973 | 312 | ||||||
| 2026-04-14 | 13F | Moller Financial Services | 1.671 | 76,45 | 536 | 68,77 | ||||
| 2026-05-04 | 13F | Vista Finance, Llc | 2.124 | 681 | ||||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 1.550 | 107,50 | 497 | 98,80 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 4.122 | 0,22 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 17.321 | 0,16 | 5.557 | -4,16 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 5.170 | 1.659 | ||||||
| 2026-05-07 | 13F | Flavin Financial Services, Inc. | 4.793 | 2,11 | 1.538 | -2,29 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 3.212 | 7,86 | 1.031 | 3,21 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 46 | 91,67 | 15 | 75,00 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 5.086 | 23,00 | 1.632 | 17,68 | ||||
| 2026-05-15 | 13F | VPR Management LLC | 45.200 | 10,78 | 14.501 | 6,00 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 4.581 | 7,18 | 1.469 | 2,51 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 21.870 | 16,48 | 7.016 | 11,47 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 17.020 | 0,62 | 5.460 | -3,72 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 145 | 45,00 | 47 | 39,39 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 3.483 | 7,24 | 1.117 | 2,67 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 3.294 | 0,34 | 1.057 | -4,00 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 46.305 | 41,38 | 14.855 | 35,29 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 2.552 | 0,12 | 819 | -4,22 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 179.270 | 13,28 | 57.512 | 8,39 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 723 | 15,31 | 232 | 10,00 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 783 | 11,54 | 251 | 6,81 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 21.846 | 941,28 | 7.009 | 881,51 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 1.243 | 47,45 | 399 | 41,13 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 30.991 | 3,62 | 9.942 | -0,85 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 2.035 | 0,25 | 682 | 2,40 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 611.956 | 5,18 | 196.322 | 0,65 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 103.782 | 9,53 | 33.294 | 4,81 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 76.862 | 1,25 | 24.658 | -3,12 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 4.651 | 0,30 | 1.492 | -3,99 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 54.692 | 1,99 | 17.546 | -2,41 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 1.832 | 7,07 | 641 | 11,69 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 37.731 | 9,42 | 12.105 | 4,71 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 3.543 | 6,49 | 1.137 | 1,88 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 18.810 | 1.964,76 | 6.034 | 1.878,36 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 61.535 | 1,30 | 19.741 | -3,07 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 5.898 | 4,26 | 1.892 | -0,21 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 3.081 | 22,50 | 988 | 17,20 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.104 | 1,10 | 354 | -3,28 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 9.408 | 0,32 | 3.018 | -4,01 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 14.887 | 33,80 | 4.776 | 28,04 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 778 | 9,12 | 249 | 4,18 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 131 | 0,77 | 42 | -4,65 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 1.236 | 0,32 | 397 | -4,12 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 13.566 | 41,84 | 4.352 | 35,75 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 219.258 | 3,78 | 70.340 | -0,69 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 907 | 1,00 | 291 | -3,32 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 32.438 | 10.406 | ||||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 843 | 271 | ||||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 944 | 0,21 | 303 | -4,13 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 4.615 | 3,96 | 1.481 | -0,54 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 57.145 | 31,95 | 18.333 | 26,05 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 95.555 | 3,67 | 30.884 | -0,06 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 4.721 | 772,64 | 1.515 | 736,46 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 14.667 | 2,93 | 4.705 | -1,51 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 6.790 | 2,06 | 2.178 | -2,33 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 961 | 8,71 | 308 | 4,05 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 496.922 | 2,21 | 159.418 | -2,20 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 20.563 | 0,81 | 6.597 | -3,54 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 2.699 | 6,68 | 866 | 2,00 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 1.945 | 1,78 | 624 | -2,66 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 214 | 0,47 | 69 | -4,23 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 89.121 | 7,04 | 28.591 | 2,43 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 11.735 | 0,70 | 3.934 | 2,88 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8.726.405 | 0,90 | 2.662.748 | -3,54 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 21.675 | 4,60 | 7 | 0,00 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 19.169 | 3,22 | 6.150 | -3,27 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 11.223 | 0,60 | 3.600 | -3,74 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 6.188 | 10,26 | 1.985 | 5,53 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 33.713 | 14,59 | 10.815 | 9,65 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 5.228 | 0,06 | 1.677 | -4,28 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 76.874 | 2,59 | 24.662 | -1,84 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 1.127 | 0,36 | 361 | -3,99 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 744 | 239 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 228.958 | 8,68 | 73.452 | 3,99 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 1.598 | 0,06 | 1 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 26.786 | 2,36 | 8.593 | -2,05 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 3.469 | 3,27 | 1.121 | -0,44 | ||||
| 2026-05-12 | 13F | Athena Investment Management | 637 | 204 | ||||||
| 2026-04-24 | 13F | United Community Bank | 18.721 | 40,38 | 6.006 | 34,31 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 8.586 | 0,21 | 2.755 | -4,11 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 13.130 | 817,54 | 4.212 | 779,33 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 23.699 | 15,93 | 7.603 | 10,93 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 60.216 | 1.442,81 | 19.318 | 1.376,83 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 5.402 | 6,70 | 1.733 | 2,06 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 3.489 | 21,44 | 1.119 | 16,20 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 2.800 | 898 | ||||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 2.073 | 25,18 | 665 | 19,82 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 18.837 | 34,75 | 6.043 | 28,96 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 2.286 | 0,48 | 766 | 2,68 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 67.253 | 552,88 | 21.575 | 524,82 | ||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 2.379 | 1,28 | 763 | -3,05 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 5.294 | 37,97 | 1.698 | 32,04 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 193.849 | 1,03 | 62.189 | -3,33 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 9.900 | 20,73 | 3.176 | 15,53 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 5.578 | -4,39 | ||||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 26.926 | 1,73 | 8.638 | -2,65 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 2.390 | 8,59 | 767 | 3,93 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 37.534 | 5,07 | 12.041 | 0,54 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 3.838 | 257,02 | 1.231 | 241,94 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 157.372 | 63,36 | 50.487 | 56,32 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 3.950 | 82,28 | 1.267 | 74,52 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 144.422 | 6,50 | 46.332 | 1,90 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 14.332 | 0,57 | 4.598 | -3,77 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 2.228 | 0,13 | 715 | -4,29 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 637 | 0,63 | 204 | -3,77 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 3.318 | 15,73 | 1.064 | 10,72 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 14.495 | 6,62 | 4.650 | 2,04 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 738 | 2,64 | 237 | -2,07 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 27.512 | 7,25 | 8.826 | 2,63 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 22.685 | 15,66 | 7.278 | 10,68 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 43.475 | 0,65 | 13.947 | -3,69 | ||||
| 2026-04-29 | 13F | Great Hill Capital LLC | 2.916 | 80,56 | 935 | 72,83 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 4.980 | 7,61 | 1.598 | 2,97 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 1.272 | 0,32 | 427 | -1,84 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 1.391.096 | 13,43 | 446.277 | 8,54 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 4.573 | 19,09 | 1.604 | 24,63 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 919 | 5,63 | 295 | 1,03 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 65 | 182,61 | 21 | 185,71 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 31.557 | 21,13 | 10.124 | 15,90 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 34.463 | 2,81 | 11.056 | -1,63 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 106.859 | 9,49 | 34.281 | 4,77 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.429.630 | 8,95 | 1.421.070 | 4,25 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 25.807 | 0,75 | 8.279 | -3,59 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 817 | 10,55 | 262 | 6,07 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 2.785 | 1,46 | 893 | -2,93 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 67.699 | 1,71 | 21.719 | -2,68 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 21.765 | 0,01 | 6.982 | -4,30 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 13.698 | 2,84 | 4.395 | -1,59 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 1.000 | 0,20 | 321 | -4,19 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 6.189 | 2,31 | 1.985 | -2,07 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1.259.916 | 3,15 | 404.194 | -1,30 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 5.556 | 15,46 | 1.782 | 10,48 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1.311 | 0,23 | 421 | -4,11 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 7.965 | 3,74 | 2.670 | 5,99 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 28.435 | 1,43 | 9.119 | -2,98 | ||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 1.641 | 0,31 | 530 | -3,28 | ||||
| 2026-05-15 | 13F | Point Nemo Capital, LLC | 964 | 23,27 | 309 | 17,94 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 854 | 25,40 | 274 | 19,74 | ||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 10.031 | 7,93 | 3.218 | 3,31 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 26.319 | 0,29 | 8.444 | -4,04 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 2.922 | 0,17 | 938 | -4,19 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 771 | 247 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.657 | 21,48 | 532 | 16,19 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 178.620 | 1,24 | 57.303 | -3,12 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 17.920 | 2,29 | 5.749 | -2,13 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 169.681 | 1,61 | 54.435 | -2,77 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 90.032 | 5,99 | 28.883 | 1,42 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 2.041 | 3,24 | 655 | -1,21 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 32.633 | 8,59 | 10.469 | 3,91 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 836 | 268 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 773.864 | 1,31 | 267.780 | 2,50 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 837 | 7,86 | 269 | 3,08 | ||||
| 2026-02-17 | 13F | Cornerstone Wealth Partners, LLC | 0 | 0 | ||||||
| 2026-04-21 | 13F | Sunpointe, LLC | 42.443 | 11,32 | 13.616 | 6,52 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 3.890 | 71,14 | 1.304 | 43.366,67 | ||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 775 | 249 | ||||||
| 2026-05-12 | 13F | Community Bank, N.A. | 2.354 | 23,57 | 755 | 18,34 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 3.398 | 1.113,57 | 1.090 | 1.072,04 | ||||
| 2026-05-11 | 13F | Commerce Bank | 284.975 | 27,37 | 91.423 | 21,87 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1.054 | 56,85 | 341 | 51,11 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 3.598 | 0,28 | 1.219 | -0,57 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 4.212 | 0,05 | 1.351 | -4,25 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 44.432 | 3,14 | 14.254 | -1,31 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 186.455 | 1,30 | 59.817 | -3,07 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 1.639.763 | 3,62 | 526.052 | -2,39 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 5.894 | 102,89 | 1.891 | 94,15 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 82.596 | 2,88 | 26.498 | -1,56 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 10.443 | 6,87 | 3.350 | 2,26 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 17.618 | 8,37 | 5.652 | 3,69 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 17.310 | 0,89 | 5.553 | -3,46 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 997 | 320 | ||||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 2.716 | 88,48 | 871 | 80,33 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 13.723 | 4.402 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 740.108 | 29,30 | 237.434 | 23,72 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 17.987 | 1,50 | 5.770 | -2,88 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 2.141 | 0,28 | 687 | -4,99 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 65.052 | 9,92 | 20.869 | 5,18 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 826 | 0,24 | 265 | -3,99 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 2.405 | 20,25 | 771 | 15,07 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 1.910 | 613 | ||||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 5.888 | 15,16 | 1.915 | 11,67 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 681 | 13,88 | 218 | 9,00 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 38.733 | 5,93 | 12.426 | -0,92 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 309.975 | 1,37 | 99.443 | -3,00 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 35.768 | 7,74 | 11.475 | 3,09 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.248 | 59,39 | 400 | 52,67 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 760 | 244 | ||||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 673 | 6,32 | 216 | 1,89 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 7.778 | 39,99 | 2.495 | 34,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2.070.334 | 0,87 | 663.995 | -3,48 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 16.703 | 11,67 | 5.358 | 6,86 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 4.315 | 0,05 | 1.384 | -4,22 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 4.517 | 8,01 | 1.449 | 3,35 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 114.103 | 0,54 | 36.605 | -3,80 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 38.935 | 3,07 | 12.491 | -1,38 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 652 | 218 | ||||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 1.494 | 4,26 | 479 | -0,21 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 1.460 | 468 | ||||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 1.439 | 462 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 3.754 | 11,39 | 1.204 | 6,64 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 26.016 | 2,84 | 8.346 | -1,59 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 4.708 | 189,72 | 1.511 | 177,57 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 3.500 | 0,29 | 1.123 | -4,02 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 1.482 | 17,25 | 475 | 12,29 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 72.032 | 3,61 | 23.108 | -0,86 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 500.692 | 1,65 | 160.767 | -2,65 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 6.646 | 3,23 | 2.412 | 9,19 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 5.278 | 5,24 | 1.693 | 0,71 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 8.110 | 0,07 | 2.779 | 0,29 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 1.390 | 0,29 | 446 | -4,09 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 8.504.378 | 0,10 | 2.728.290 | -4,22 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 4.095 | 0,74 | 1.314 | -3,60 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 81.346 | 5,58 | 26.097 | 1,03 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 2.071 | 19,09 | 664 | 13,89 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 3.130 | 6,14 | 1.004 | 1,62 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 55.955 | 2,04 | 17.951 | -2,36 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 4.218 | 442,86 | 1.353 | 420,38 | ||||
| 2026-05-13 | 13F | Parker Investment Management, LLC | 2.419 | 14,00 | 776 | 9,14 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 8.449 | 10,53 | 2.711 | 5,78 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 55.047 | 0,89 | 17.660 | -3,47 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 124.213 | 1,76 | 39.849 | -2,62 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 9.213 | 1,77 | 2.998 | -3,26 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 12.619 | 1,83 | 4.048 | -2,55 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 30.695 | 2,19 | 9.847 | -2,21 | ||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 765 | 1,19 | 245 | -3,16 | ||||
| 2026-05-15 | 13F | Ashford Capital Management Inc | 95.654 | 1,95 | 30.687 | -2,45 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 7.643 | 3,79 | 2.452 | -0,69 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 27.187 | 52,58 | 8.742 | 46,34 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 14.670 | 6,30 | 4.706 | 1,71 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 7.961 | 0,47 | 2.554 | -3,88 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 67.998 | 4,03 | 21.814 | -0,46 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 971 | 0,21 | 312 | -4,01 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 28.490.615 | 9.140.073 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 11.851 | 22.122 | -8,53 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 39.023 | 0,88 | 12.519 | -3,47 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 7.284 | 4,19 | 2.337 | -0,30 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 1.716 | 20,25 | 550 | 15,06 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 654 | 210 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.929 | 123,78 | 688 | 133,22 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 22.218 | 6,12 | 7.128 | 1,54 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 13.996 | 87,29 | 4.490 | 79,20 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 919 | 52,40 | 295 | 45,54 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 675.470 | 707,21 | 245.054 | 773,47 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 38.539 | 89,99 | 12.364 | 80,40 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 30.064 | 9.645 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 3.173 | 11,76 | 1.018 | 6,94 | ||||
| 2026-05-14 | 13F | Broadleaf Partners, LLC | 2.092 | 4,24 | 671 | -0,15 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 1.400 | 469 | ||||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 2.170 | 16,04 | 696 | 11,18 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 11.279 | 1,09 | 3.618 | -3,26 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 34.392 | 8,77 | 11.033 | 4,08 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 4.271 | 23,94 | 1.370 | 18,61 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 185.545 | 0,10 | 62.208 | 2,27 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 41.094 | 28,08 | 12.808 | 18,15 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 1.802 | 578 | ||||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 8.816 | 1,07 | 2.828 | -3,28 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 903.864 | 3,15 | 289.969 | -1,30 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 2.840 | 0,11 | 911 | -4,21 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 22.857 | 32,37 | 7.333 | 26,65 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 3.008 | 4,52 | 965 | 0,00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 529.490 | 0,42 | 169.866 | -3,91 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 1.644 | 3,79 | 527 | -0,57 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 9.384 | 11,74 | 3.010 | 6,93 | ||||
| 2026-04-21 | 13F | Creekside Partners | 14.037 | 41,10 | 4.503 | 35,02 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 5.171 | 0,51 | 1.659 | -3,83 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 27.615 | 0,55 | 8.859 | -3,79 | ||||
| 2026-04-16 | 13F | Greenfield Savings Bank | 8.581 | 1,76 | 2.753 | -2,65 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 149.456 | 0,17 | 50.144 | 2,41 | ||||
| 2026-05-07 | 13F | Symetra Investment Management Co | 1.233.045 | 8,35 | 396 | 3,67 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 3.023 | 15,56 | 984 | 10,82 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 147 | 12,21 | 47 | 9,30 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 35.289 | 2,04 | 11.321 | -2,36 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 169.996 | 0,65 | 54.536 | -3,70 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 38.634 | 0,14 | 13.620 | 5,30 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 61.985 | 503,79 | 19.885 | -4,44 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 52.955 | 1,49 | 16.988 | -2,89 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 27.578 | 0,66 | 8.847 | -3,68 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 1.165 | 374 | ||||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 1.383 | 444 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 22.633 | 2,92 | 7.261 | -1,52 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 222.568 | 14,69 | 71.943 | 10,57 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 5.732 | 2,12 | 1.839 | -2,29 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 14.586 | 0,33 | 4.679 | -4,00 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 5.791 | 14,20 | 2.051 | 18,28 | ||||
| 2026-04-17 | 13F | Greenbush Financial Group, LLC | 32.373 | 1,82 | 10.386 | -2,58 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 1.167 | 0,26 | 374 | -4,10 | ||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 7.101 | 153,88 | 2.278 | 143,01 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 15.190 | 5,38 | 4.873 | 0,85 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 12.240 | 8,97 | 3.927 | 4,28 | ||||
| 2026-05-14 | 13F | Ahara Advisors LLC | 51.216 | 24,64 | 16.431 | 19,27 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 4.876 | 0,47 | 1.564 | -3,87 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 8.497 | 7,99 | 2.726 | 3,34 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 1.719 | 551 | ||||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 2.568 | 7,63 | 824 | 3,00 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 2.405 | 772 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 15.194 | 12,60 | 4.874 | 7,74 | ||||
| 2026-05-04 | 13F | King Wealth | 4.343 | 0,32 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 15.830 | 0,04 | 5.079 | -4,26 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 50.351 | 3,41 | 16.153 | -1,04 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 1.941 | 16,65 | 623 | 11,67 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 26.088 | 75,82 | 8.369 | 68,25 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 265.766 | 2,78 | 85.260 | -1,65 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 1.334 | 43,60 | 428 | 37,30 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 1.145 | 4,85 | 367 | 0,27 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 97.060 | 3,15 | 31.138 | -1,30 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 3.937 | 4,65 | 1.263 | 0,08 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 730.033 | 5,98 | 255.898 | 10,81 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 76.896 | 8,51 | 24.669 | 3,83 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 881 | 30,13 | 283 | 24,78 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 120.726 | 2,20 | 38.730 | -2,21 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 1.051 | 0,10 | 337 | -4,26 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 5.528 | 4,26 | 1.774 | -0,23 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 114.655 | 4,50 | 36.783 | -0,01 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 3.118 | 0,32 | 1.000 | -4,03 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 2.801 | 0,61 | 899 | -3,75 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 2.292 | 0,35 | 735 | -3,92 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 12.161 | 15,77 | 3.901 | 10,79 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 11.459 | 15,04 | 3.824 | 14,50 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 10.095 | 0,19 | 3.238 | -4,14 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 14.287.409 | 0,72 | 4.583.544 | -3,62 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 41.015 | 5,35 | 13.158 | 0,81 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 4.599 | 1,77 | 1.476 | -2,64 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 132.232 | 11,91 | 42.421 | 7,09 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 73.426 | 5,12 | 23.556 | 0,59 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 10.692 | 3.430 | ||||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 6.628 | 10,12 | 2.126 | 5,35 | ||||
| 2026-04-23 | 13F | Klein Pavlis & Peasley Financial, Inc. | 880 | 282 | ||||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 3.154 | 7,68 | 1.012 | 2,95 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 360.285 | 13,00 | 115.583 | 8,13 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 126.285 | 4,24 | 40.514 | -0,26 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 183.796 | 16,79 | 58.964 | 11,75 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 273.203 | 2,50 | 87.646 | -1,92 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 877 | 0,34 | 281 | -4,10 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 69.983 | 142,68 | 22.451 | 132,22 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 463.348 | 1,18 | 148.647 | -3,18 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 1.417 | 49,47 | 455 | 43,22 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 7.264 | 0,86 | 2.330 | -3,48 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1.123 | 73,57 | 360 | 66,67 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 788 | 31,11 | 253 | 25,37 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 2.315 | 9,46 | 743 | 4,65 | ||||
| 2026-05-11 | 13F | McGowan Group Asset Management, Inc. | 885 | 2,31 | 284 | -2,41 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 793 | 1,02 | 254 | -3,42 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 163.814 | 0,54 | 52.553 | -3,79 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 11.942 | 6,46 | 3.831 | 1,89 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 817 | 0,12 | 262 | -4,03 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 52.705 | 0,14 | 16.908 | -4,18 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 1.876 | 11,14 | 602 | 6,37 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 15.771 | 281,59 | 5.059 | 265,27 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 18.563 | 6,15 | 5.955 | 1,57 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 3.476 | 1.115 | ||||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 39.370 | 0,09 | 12.631 | -4,23 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 1.288 | 98,77 | 413 | 90,32 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 106.809 | 13,76 | 34.265 | 8,85 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 258.323 | 0,96 | 82.873 | -3,40 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 162.183 | 11,16 | 52.030 | 6,37 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 6.977 | 0,77 | 2.238 | -3,58 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 909 | 1,22 | 291 | -3,32 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 22.264 | 6,21 | 7.143 | 1,62 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 1.063 | -0,84 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 46.979 | 6,57 | 15.071 | 1,97 | ||||
| 2026-04-21 | 13F | WealthNavi Inc. | 12.935.073 | 4,36 | 4.150 | -0,14 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 50.429 | 2,09 | 16.178 | -2,61 | ||||
| 2026-05-01 | 13F | Glass Wealth Management Co LLC | 877 | 281 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 6.100 | 5,17 | 1.957 | 0,67 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 2.744 | 754 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 65.334 | 2,96 | 20.960 | -1,48 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1.503 | 482 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 12.827 | 1,81 | 4.115 | -2,58 | ||||
| 2026-05-11 | 13F | Bannerstone Capital Management, LLC | 739 | 1,79 | 237 | -2,47 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 7.831 | 6,36 | 2.512 | 1,78 | ||||
| 2026-05-15 | 13F | Clifford Group, LLC | 869 | 19,37 | 279 | 13,93 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 3.587 | 1.151 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.083.012 | 10,85 | 347.441 | 6,07 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 19.501 | 0,25 | 6.256 | -4,08 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 4.910 | 0,45 | 1.575 | -3,85 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 11.932 | 0,47 | 3.828 | -3,84 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 16.557 | 0,83 | 5.312 | -3,52 | ||||
| 2026-05-13 | 13F | Ridge Creek Global, Inc | 57.470 | 0,10 | 18.437 | -4,21 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 1.046 | 0,10 | 335 | -4,29 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 42.408 | 150,08 | 13.605 | 139,30 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 4.091 | 0,34 | 1.312 | -3,95 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 3.679 | 92,62 | 1.180 | 84,38 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 13.225 | 0,29 | 4.243 | -4,05 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 167.805 | 4,86 | 53.833 | 0,34 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 45.603 | 5,80 | 14.630 | 1,24 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 7.472 | 96,06 | 2.397 | 87,71 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 86.244 | 0,75 | 27.668 | -3,59 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 41.865 | 2,69 | 13.431 | -1,74 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 4.912 | 0,02 | 1.576 | -4,31 | ||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 18.796 | 5,21 | 6.030 | 0,67 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 2.345 | 18,79 | 752 | 13,77 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 3.295 | 0,52 | 1.057 | -3,82 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 2.094 | 5,70 | 672 | 1,05 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4.480 | 1,20 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 3.493 | 0,49 | 1.121 | -3,86 | ||||
| 2026-05-04 | 13F | Nwam Llc | 31.665 | 1,84 | 10.159 | -3,95 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 582.137 | 0,48 | 186.755 | -3,85 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 14.464 | 0,01 | 4.640 | -4,31 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 29.870 | 14,05 | 10.015 | 16,52 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 14.822 | 1,16 | 4.755 | -3,22 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 969.374 | 1,20 | 310.985 | -3,16 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 509 | 49,71 | 163 | 44,25 | ||||
| 2026-05-12 | 13F | Creative Planning | 6.120.710 | 0,89 | 1.963.585 | -3,47 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 8.544 | 10,05 | 2.741 | 5,34 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 1.123 | 0,09 | 401 | 6,38 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 6.580 | 11,68 | 2.111 | 6,84 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 15.828 | 10,51 | 5.078 | 5,75 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 648.887 | 2,60 | 208.170 | -1,83 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 2.110 | 19,89 | 677 | 14,75 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 1.772 | 14,84 | 568 | 8,60 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 7.760 | 2,43 | 2.490 | -1,97 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 38.145 | 7,38 | 12.237 | 2,75 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 86.551 | 81,08 | 27.766 | 73,27 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 2.467 | 3,35 | 791 | -1,12 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 20 | 300,00 | 6 | 500,00 | ||||
| 2026-05-06 | 13F | Goodman Financial Corp | 1.170 | 0,17 | 375 | -4,09 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 78.026 | 0,58 | 25.031 | -3,76 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 4.197 | 1.347 | ||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 10.095 | 4,19 | 3.239 | -0,31 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 30.351 | 5,22 | 9.737 | 0,68 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 2.852 | 3,26 | 915 | -1,30 | ||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 10.270 | 0,97 | 3.335 | -2,20 | ||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 5.870 | 27,72 | 1.883 | 22,27 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 902 | 289 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 10.329 | 41,80 | 3.314 | 35,72 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 2.594 | 9,96 | 832 | 5,32 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 44.192 | 8,39 | 14.285 | 4,50 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3.215 | 5,93 | 1.031 | 1,38 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 4.595 | 16,33 | 1.474 | 11,33 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 46.316 | 3,68 | 14.859 | -0,79 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 37.380 | 4,94 | 11.992 | 0,42 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 3.674 | 8,96 | 1.179 | 4,25 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 123.804 | 5,76 | 39.718 | 1,20 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 17.120 | 1,61 | 5.492 | -4,14 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 49.278 | 9,58 | 15.809 | 4,86 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 630 | 202 | ||||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 52 | 1.769 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 8.928 | 28,41 | 2.864 | 22,87 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 639 | 2,08 | 205 | -2,39 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 8.324 | 3,61 | 2.670 | -0,85 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 31.160 | 3,27 | 9.997 | -1,19 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 5.765 | 1,26 | 1.850 | -3,09 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 292 | 21,67 | 94 | 16,25 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 8.094 | 2.596 | ||||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 3.189 | 49,58 | 1.023 | 43,14 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 4.274 | 4,96 | 1.371 | 0,37 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 872 | 1,28 | 280 | -3,12 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 344.929 | 4,33 | 110.656 | -0,17 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2.689 | 863 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 15.885 | 17,55 | 5.096 | 12,49 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 15.784 | 4.921 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 15 | 5 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 2.615 | 0,97 | 839 | -3,46 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 1.619 | 3,98 | 519 | -0,57 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 29.184 | 0,66 | 9.363 | -3,68 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 1.907 | 0,21 | 612 | -4,08 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.486.043 | 9,08 | 476.737 | 4,38 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.175.472 | 3,13 | 377.103 | -1,32 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 11.129 | 2,17 | 3.570 | -2,25 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 1.176 | 0,09 | 377 | -5,99 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 79.533 | 0,13 | 25.515 | -4,19 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 5.579 | 19,46 | 1.790 | 14,31 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 2.882 | 924 | ||||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 5.654 | 282.600,00 | 1.840 | |||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 20.648 | 0,84 | 6.624 | -3,53 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 65.324 | 34,48 | 20.956 | 28,67 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 307 | -33,69 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 1.427 | 74,66 | 458 | 67,40 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 11.426 | 0,09 | 3.666 | -4,23 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 6.682 | 3,20 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 9.021 | 1,05 | 2.894 | -3,28 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 3.547 | 22,65 | 1.138 | 17,34 | ||||
| 2026-04-16 | 13F | Friday Financial | 16.571 | 0,15 | 5.316 | -4,16 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 30.915 | 3,31 | 9.915 | -1,18 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 68.189 | 3,08 | 21.876 | -1,36 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.119.760 | 8,77 | 375.175 | 8,70 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 9.472 | 54,64 | 3.454 | 76,04 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 17.697 | 0,08 | 5.678 | -4,23 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 383 | 20,06 | 123 | 15,09 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 1.957 | 0,05 | 628 | -4,27 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 339.600 | 875,86 | 108.947 | 833,80 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 2.495 | 2,25 | 801 | -2,08 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 230.812 | 4,47 | 74 | 0,00 | ||||
| 2026-04-23 | 13F | Triad Investment Management | 762 | 259 | ||||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 392 | 126 | ||||||
| 2026-04-27 | 13F | S.A. Mason LLC | 28.481 | 1,34 | 9.137 | -3,04 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 3.365 | 2,91 | 1.080 | -1,55 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 45.972 | 17,22 | 14.748 | 12,17 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 2.370 | 12,59 | 760 | 7,80 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 5.815 | 1,66 | 1.866 | -2,71 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 475.275 | 11,60 | 158.599 | 9,51 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 66.267 | 3,39 | 21.259 | -1,07 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 577.193 | 100,76 | 185.170 | 92,10 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 636 | 204 | ||||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 1.070 | 11,81 | 343 | 7,19 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 45.784 | 4,70 | 14.688 | 0,18 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 20.045 | 1,33 | 6.431 | -3,05 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.944.482 | 0,53 | 605.289 | -6,17 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 2.028 | 12,11 | 651 | 7,26 |