Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Schwab Strategic Trust - Schwab U.S. Broad Market ETF includono Nicolet Bankshares Inc, Stillwater Private Wealth, LLC, Financial Solutions Advisory Group, Inc., Wealth Care LLC, Seeds Investor Llc, TRB Wealth Management, LLC, 3 Factor Indexing, Llc, Tiaa-cref Individual & Institutional Services, Llc, GM Advisory Group, Inc., NorthCrest Asset Manangement, LLC, Zions Bancorporation, National Association /ut/, Vanguard Advisers Inc, CMH Wealth Management LLC, Encompass More Asset Management, Williams Jones Wealth Management, LLC., Landaas & Co /wi /adv, Roberts Wealth Advisors, LLC, Centric Wealth Management, Summit Wealth Group Llc / Co, e DAVENPORT & Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 141.500 | 3.552 | ||||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 902.377 | 2,32 | 22.650 | -2,09 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 127.149 | 182,01 | 3.191 | 169,97 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 37.413 | 0,03 | 939 | -4,28 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 151.196 | 0,20 | 3.795 | -4,12 | ||||
| 2026-04-21 | 13F | Creekside Partners | 316.124 | 1,87 | 7.935 | -2,52 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 7.790 | 8,59 | 196 | 3,72 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 468.548 | 0,25 | 11.761 | -4,07 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 139.747 | 0,13 | 3.508 | -4,18 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 8.636 | 3,67 | 217 | -0,92 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 313 | 0,32 | 8 | -12,50 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 14.196 | 6,72 | 356 | 2,30 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 112.248 | 1,35 | 2.817 | -3,00 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 326 | ||||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 40.803 | 7,32 | 1.024 | 2,71 | ||||
| 2026-05-08 | 13F | Boulder Wealth Advisors, LLC | 1.617.555 | 1,97 | 40.601 | -2,42 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 54.785 | 0,02 | 1.375 | -4,25 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 126 | 384,62 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 13.055 | 3,60 | 328 | -0,91 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 4.996.510 | 12,17 | 125.243 | 7,18 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 98.431 | 1,48 | 2.471 | -2,91 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 7.672 | 339 | ||||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 10.262 | 0,32 | 258 | -4,10 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 42.749 | 0,27 | 1.073 | -4,11 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 9.620 | 241 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 3.298 | 83 | ||||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 418.685 | 25,29 | 10.509 | 19,89 | ||||
| 2026-05-15 | 13F | Royal Capital Wealth Management, LLC | 18.096 | 0,03 | 454 | -4,22 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 8.127 | 204 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 56.802 | 348,14 | 1.426 | 329,22 | ||||
| 2026-05-07 | 13F | NWK Group, Inc. | 1.897 | 23,02 | 48 | 17,50 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 128.422 | 6,64 | 3.223 | 2,06 | ||||
| 2026-01-29 | 13F | Comerica Bank | 31.877 | 0,61 | 836 | 2,70 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 62.775 | 20,08 | 1.531 | 10,78 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 127.348 | 6,65 | 3.340 | 8,83 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 87.244 | 1,78 | 2.190 | -2,62 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 100.000 | 81,82 | 2.510 | 74,06 | |||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 6 | 0 | ||||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 47.725 | 0,27 | 1.198 | -4,09 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 21.859 | 0,04 | 549 | -4,36 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 470 | 32,02 | 12 | 33,33 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 16.136 | 405 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 731 | -9,42 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 484.717 | 1,33 | 12.166 | -3,04 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 135.393 | 0,07 | 3.398 | -4,23 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 68.100 | 15,42 | 1.709 | 10,47 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 203.364 | 9,19 | 5.104 | 4,48 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 17.178 | 2,62 | 431 | -1,82 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 14.233 | 0,25 | 357 | -4,03 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.118.377 | 8,77 | 28.071 | 4,09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.693.122 | 2,69 | 42.497 | 98.730,23 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 720.616 | 19,17 | 18.902 | 21,57 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 298 | 3,47 | 7 | 0,00 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 205.494 | 3,54 | 5.158 | -0,92 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 17.760 | 1,27 | 446 | -3,26 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 2.584 | 0,27 | 65 | -4,48 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 307.962 | 8 | ||||||
| 2026-04-08 | 13F | Roberts Wealth Advisors, LLC | 21.414 | 538 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 870.816 | 2,74 | 21.639 | -2,68 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 45.170 | 52,85 | 1.134 | 46,19 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1.534.891 | 90,60 | 38.526 | 82,38 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 8.205 | 1,03 | 206 | -3,76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 55.425 | 2,11 | 1.391 | -2,25 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 23.143 | 1,05 | 581 | -3,33 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 110.843 | 0,93 | 2.782 | -3,40 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 116.811 | 36,87 | 2.932 | 30,97 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 19.336 | 28,80 | 485 | 23,41 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13.881 | 0,08 | 348 | -4,13 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 119.640 | 3.003 | ||||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 83.729 | 0,01 | 2.102 | -4,28 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 428 | 11 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 24.122 | 401.933,33 | 605 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.703.309 | 20,79 | 42.753 | 15,59 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 43.563 | 0,28 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 3.869.236 | 6,05 | 97.118 | 1,48 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 10.067 | 0,28 | 253 | -4,18 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 10.591 | 4,44 | 278 | 6,54 | ||||
| 2026-04-23 | 13F | Davidson Kahn Capital Management, LLC | 603.111 | 21,48 | 15.308 | 17,55 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 17.901 | 0,04 | 449 | -4,26 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 3.130.458 | 0,78 | 88.968 | 7,40 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 10.803 | 271 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 71.908 | 0,35 | 1.805 | -3,99 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 119 | 43,37 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 219 | 265,00 | 6 | 400,00 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 16.608 | 417 | ||||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 34.107 | 1,17 | 856 | -4,99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 62.672 | 2,83 | 1.573 | -1,56 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 54.220 | 0,18 | 1.361 | -4,16 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 114.815 | 20,98 | 2.882 | 18,12 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 954.228 | 4,06 | 25.029 | 4,06 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 154.670 | 10,34 | 3.882 | 5,60 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 17.275 | 0,49 | 434 | -3,78 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 26.855 | 5,61 | 674 | 1,20 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 21.739 | 0,51 | 546 | -3,88 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 5.128 | 129 | ||||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 205 | 0,49 | 5 | 0,00 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 19.547 | 0,25 | 491 | -4,11 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 35.020 | 879 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 361.908 | 0,50 | 9.084 | -3,83 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 313.533 | 0,73 | 7.900 | -3,25 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 29.703 | 0,00 | 746 | -4,36 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 54.931 | 3,87 | 1.441 | 5,96 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 14.037 | 0,25 | 352 | -4,09 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 388 | 0,26 | 10 | -10,00 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 2.119.640 | 4,27 | 53.627 | 0,58 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 13.614 | 342 | ||||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 89.541 | 4,63 | 2.247 | 0,13 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 79.529 | 2.014 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 108.801 | 0,45 | 2.731 | -3,87 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 43.778 | 0,01 | 1.099 | -4,36 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 65.645 | 2,59 | 1.648 | -1,85 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 54.537 | 0,58 | 1.369 | -3,80 | ||||
| 2026-04-24 | 13F | United Community Bank | 12.175 | 10,76 | 306 | 5,90 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 36.801 | 16,53 | 924 | 11,47 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 2.395.034 | 4,39 | 60.115 | -0,10 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 302.668 | 2.960,65 | 7.597 | 2.832,82 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 2.763 | 0,14 | 69 | -4,17 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 445.949 | 4,67 | 11.697 | 6,79 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 725 | 0,28 | 18 | 0,00 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 18.953 | 3,45 | 476 | -1,04 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 7.554 | 25,90 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 27.845 | 5,47 | 699 | 0,87 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 26.851 | 0,16 | 674 | -4,27 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2.680.611 | 0,16 | 67.283 | -4,15 | ||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 10.169 | 255 | ||||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 11.705 | 14,42 | 294 | 9,33 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 31.570 | 1,34 | 792 | -3,06 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 32.707 | 3,96 | 821 | -0,61 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 12.618 | 9,24 | 317 | 4,64 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 136.644 | 0,39 | 3.430 | -3,95 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3.426 | 71,21 | 87 | 65,38 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 37.857 | 2,48 | 950 | -1,86 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 60 | 2 | ||||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 106.388 | 27,74 | 2.670 | 22,25 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 89.859 | 11,55 | 2.255 | 6,77 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 16.620 | 6,40 | 417 | 1,96 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 10.856 | 272 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 88.794 | 2,44 | 2.229 | -1,98 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 6.181.453 | 1,62 | 155.154 | -2,76 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 4.883 | 26,21 | 123 | 20,79 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 18.874 | 19,91 | 474 | 14,81 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 335.409 | 2,65 | 8.419 | -1,77 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 112.371 | 3,24 | 2.821 | -1,23 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 15.411 | 0,28 | 387 | -4,22 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 9.838 | 0,30 | 247 | -4,28 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 297 | 7 | ||||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 31.284 | 0,11 | 785 | -4,15 | ||||
| 2026-05-12 | 13F | Callahan Advisors, LLC | 86.689 | 12,25 | 2.176 | 7,41 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 25.092 | 7,52 | 630 | 2,78 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 555.911 | 0,70 | 13.953 | -3,64 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 22.077 | 0,93 | 554 | -3,32 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 39.079 | 1,03 | 981 | -3,35 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 53 | 1 | ||||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 19.212 | 0,04 | 482 | -4,17 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 47.004 | 0,28 | 1.180 | -4,07 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 103.898 | 64,16 | 2.608 | 57,05 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 4.017.868 | 4,43 | 100.848 | -0,07 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 48.801 | 36,94 | 1.225 | 31,05 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 9.017 | 4,46 | 226 | 0,00 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 15.289 | 0,08 | 384 | -4,25 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 55.500 | 3,65 | 1.393 | -0,78 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 14.746 | 0,11 | 370 | -4,40 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 120.960 | 4,33 | 3.036 | -0,16 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1.195 | 30 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 8.967.340 | 3,89 | 225.081 | -0,59 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 963 | 24 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 11.953 | 0,34 | 300 | -3,85 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 522.955 | 1,47 | 13.126 | -4,18 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 10.199 | 0,06 | 256 | -4,49 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.103 | 25,10 | 53 | 18,18 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 11.856 | 3,51 | 298 | -1,00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 143.455 | 14,38 | 3.601 | 9,46 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 344.957 | 2,23 | 8.658 | -2,17 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 5.210.739 | 2,36 | 130.790 | -2,05 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 339.416 | 3,40 | 8.519 | -1,05 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 846.394 | 5,94 | 21.245 | 2,30 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 15.294 | 0,31 | 384 | -4,01 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 121.178 | 29,15 | 3.042 | 23,57 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 103.050 | 1,88 | 2.587 | -2,53 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 14.706 | 0,28 | 369 | -3,91 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 68.076 | 87,29 | 1.709 | 79,22 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 12.230 | 11,55 | 307 | 6,62 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 117.825 | 0,01 | 2.957 | -4,30 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 37.604 | 43,83 | 944 | 37,66 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 13.698 | 344 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 389.313 | 0,51 | 9.772 | -3,82 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 699.782 | 17.565 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 82.896 | 1,27 | 2.081 | -3,12 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 107.592 | 0,37 | 2.701 | -3,95 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 9.230 | 2,50 | 232 | -2,12 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 29.508 | 0,04 | 741 | -4,27 | ||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 213.156 | 7,18 | 5.350 | 2,57 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 16.479 | 0,23 | 414 | -4,18 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 69.550 | 0,47 | 1.746 | -3,86 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 566.840 | 27,67 | 14.228 | 22,17 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 1.051.472 | 102,52 | 26.459 | 94,29 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 16.053 | 0,04 | 403 | -4,29 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1.249.750 | 21,61 | 31.369 | 13,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 867.741 | 137,26 | 21.780 | 127,04 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 128.164 | 2,88 | 3.217 | -1,56 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 82.473 | 1,87 | 2.070 | -2,50 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 2.557.723 | 3,09 | 64.194 | -1,36 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 3.526 | 6,82 | 89 | 2,33 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 311.327 | 1.729.494,44 | 7.814 | |||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 3.016 | 0,20 | 76 | -3,85 | ||||
| 2026-04-24 | 13F | Randolph Co Inc | 8.813 | 6,90 | 221 | 2,31 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1.584.194 | 1,27 | 39.763 | -3,10 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 9.183 | 3,82 | 231 | -0,43 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 68.831 | 1.728 | ||||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 41.614 | 0,97 | 1.045 | -3,42 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 317.220 | 16,27 | 7.962 | 11,26 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 507.068 | 3,49 | 12.727 | -0,96 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 61.656 | 32,15 | 1.548 | 26,49 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 68.231 | 0,23 | 1.713 | -4,09 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 27.269 | 180,26 | 684 | 168,24 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 528.214 | 0,28 | 13.258 | -4,04 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 7.041.153 | 0,47 | 177 | -3,83 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2.184 | 34,65 | 55 | 28,57 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 17.845 | 0,28 | 448 | -3,86 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 390 | 0,26 | 10 | -10,00 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 51.631 | 4,60 | 1.296 | 0,08 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 13.030 | 0,22 | 327 | -4,11 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 77.572 | 1,36 | 1.947 | -4,51 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 96.394 | 11,21 | 2.419 | 6,42 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 345.441 | 5,82 | 8.671 | 1,26 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 15.178 | 2,87 | 381 | -1,81 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 1.640.882 | 8,08 | 41.186 | 3,42 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 298.804 | 0,18 | 7.500 | -4,14 | ||||
| 2026-04-21 | 13F | Bennett Selby Investments Lp | 21.776 | 0,17 | 547 | -4,21 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 78.000 | 1.958 | ||||||
| 2026-05-11 | 13F | Elite Life Management LLC | 7.221 | 205 | ||||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 233.328 | 0,15 | 5.857 | -4,17 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 37.107 | 2,69 | 1.060 | 10,66 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 13.997 | 7,64 | 351 | 2,93 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 16.525 | 0,11 | 415 | -4,17 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 8.392 | 0,11 | 211 | -3,65 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 75.122 | 0,84 | 1.886 | -3,53 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 8.766 | 0,07 | 220 | -3,93 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 267.869 | 0,14 | 6.724 | -4,18 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 20.680 | 0,02 | 519 | -4,24 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 96.864 | 8,25 | 2.432 | 3,58 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 119.004 | 2.987 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 48.497 | 1.217 | ||||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 608.266 | 3,79 | 15.267 | -0,68 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 13.131 | 0,13 | 330 | -4,08 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 19.821 | 1,08 | 498 | -3,31 | ||||
| 2026-04-07 | 13F | Jacobs & Co/ca | 16.772 | 2,01 | 0 | |||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 86.775 | 23,56 | 2.178 | 18,24 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 48.683 | 0,32 | 1.222 | -4,01 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 9.334 | 234 | ||||||
| 2026-04-21 | 13F | Aull & Monroe Investment Management Corp | 19.585 | 0,01 | 492 | -4,29 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 170 | 4 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 15.435 | 0,05 | 387 | -4,21 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 113 | 413,64 | 3 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.364 | 35 | ||||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 46.476 | 152,92 | 1.167 | 141,91 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 179.493 | 36,46 | 4.862 | 38,20 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 81.336 | 48,75 | 2.133 | 51,81 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 82.559 | 14,64 | 2.072 | 9,75 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 8.271 | 0,12 | 208 | -4,17 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 185.803 | 4.664 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.881.786 | 5,05 | 72.332 | 0,52 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 11.703 | 0,25 | 294 | -4,25 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 195.424 | 4.905 | ||||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 2.636.237 | 0,93 | 66.170 | -3,42 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 9 | 28,57 | 0 | |||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 90.299 | 0,13 | 2.266 | -4,19 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 27.801 | 88,15 | 698 | 80,10 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 19.280 | 79,12 | 484 | 71,28 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 58.736 | 45,61 | 1.474 | 39,32 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 20.568 | 0,19 | 516 | -4,09 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 4.762 | 125,69 | 120 | 116,36 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 4.572 | 132,79 | 0 | |||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 13.972 | 76,88 | 351 | 66,67 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 91.802 | 21,56 | 2.304 | 16,36 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 1.067 | 27 | ||||||
| 2026-04-21 | 13F | North Forty Two & Co. | 69.099 | 0,16 | 1.734 | -4,15 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11.836.989 | 300,73 | 297.108 | 283,47 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 232.632 | 0,47 | 5.839 | -3,85 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 120.977 | 0,19 | 3.037 | -4,14 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 2.090.846 | 0,37 | 52.480 | -3,96 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 240 | 6 | ||||||
| 2026-04-24 | 13F | BetterWealth, LLC | 9.469 | 238 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 4.973 | 0,26 | 125 | -4,62 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 10.444 | 262 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 5 | 0 | ||||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 33.205 | 0,01 | 833 | -4,25 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 2.614.587 | 0,82 | 65.626 | -3,52 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 10.804 | 6,38 | 271 | 1,88 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 14.391 | 0,27 | 361 | -3,99 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 845.194 | 4,49 | 21.215 | -0,01 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 11.402 | 3,08 | 286 | -1,38 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 488.077 | 1,31 | 12.251 | -3,06 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2.310 | 58 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 585.739 | 2,17 | 14.741 | -2,06 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 6 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.626.053 | 130,31 | 68.881 | 134,96 | ||||
| 2026-05-20 | 13F | FinArc Investments, Inc. | 16.674 | 419 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 366 | 10 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 30.036 | 11,26 | 754 | 6,36 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 296.510 | 3,28 | 7.442 | -1,17 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 2.174.288 | 2,26 | 54.575 | -2,14 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 1.630 | 41 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 531.638 | 2,37 | 13.344 | -2,03 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 6.036 | 151 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 287.113 | 1,16 | 7.207 | -3,20 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.639.096 | 10,16 | 64.658 | 2,90 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 116.155 | 1,33 | 2.915 | -3,35 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.461 | 0,14 | 37 | -5,26 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 26.060 | 16,75 | 654 | 11,79 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2.026.333 | 3,57 | 50.855 | -0,90 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 41.603 | 4,49 | 1.044 | 0,00 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 66.819 | 0,10 | 1.677 | -4,17 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 82.652 | 2,90 | 2.075 | -1,52 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 91.062 | 4,36 | 2.286 | -0,13 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 29.866 | 0,16 | 783 | 0,13 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 7.059 | 1,85 | 177 | -0,56 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 10.564 | 0,31 | 265 | -3,99 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 261.911 | 0,88 | 6.574 | -3,48 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 53.700 | 297,78 | 1.348 | 280,51 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 345.922 | 0,00 | 8.683 | -4,31 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 102.911 | 11,72 | 2.583 | 6,91 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 1.986 | 0,30 | 50 | -3,92 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 25.644 | 664 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1.067.461 | 13,10 | 26.793 | 8,23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4.516 | 113 | ||||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 218.459 | 44,53 | 5.483 | 38,32 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 26.221 | 0,08 | 658 | -4,22 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 339.859 | 0,60 | 8.530 | -3,74 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 26.619 | 0,12 | 668 | -4,16 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 461.496 | 0,09 | 11.584 | -4,22 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 8.388 | 0,29 | 211 | -4,11 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 235.377 | 0,78 | 5.908 | -3,57 | ||||
| 2026-04-28 | 13F | Seascape Capital Management | 52.234 | 0,39 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Wedgewood Investors Inc /pa/ | 9.317 | 0,45 | 234 | -4,12 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 1.007.848 | 2,35 | 25.297 | -2,06 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 9.147 | 0,14 | 230 | -4,18 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 13.772 | 346 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 6.410 | 162 | ||||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 22.280 | 559 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 48.514.355 | 3.330,42 | 1.217.710 | 3.182,68 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 25.117 | 8,30 | 630 | 3,62 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 8.448 | 3,18 | 212 | -0,93 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 221.412 | 6,32 | 5.557 | 1,74 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 27.834 | 0,23 | 1 | |||||
| 2026-05-06 | 13F | Tandem Wealth Advisors LLC | 19.588 | 95,47 | 492 | 87,40 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 41.256 | 16,81 | 1.036 | 11,77 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 428.446 | 8,45 | 10.754 | 3,77 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 17.314 | 0,24 | 435 | -4,19 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 73.863 | 518,10 | 1.854 | 492,01 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 784.673 | 26,32 | 19.695 | 20,88 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 10.456 | 262 | ||||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 931 | 145,65 | 23 | 155,56 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 9.039 | 0,04 | 227 | -4,24 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 152.290 | 0,15 | 3.822 | -4,16 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 14.008 | 0,28 | 0 | |||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 49.852 | 3,69 | 1.251 | -0,79 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 6.868 | 9,47 | 172 | 4,88 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 20.384 | 0,04 | 512 | -4,31 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 16.273 | 0,59 | 408 | -3,77 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 22.386 | 0,27 | 562 | -4,10 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 2.000 | 51 | ||||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 260.511 | 2,80 | 6.539 | -1,63 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 78.389 | 4,14 | 1.968 | -0,35 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 1.502.092 | 8,16 | 41.788 | 13,04 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 17.088 | 0,15 | 429 | -4,25 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 12.839 | 364 | ||||||
| 2026-05-12 | 13F | Weik Capital Management | 85.055 | 3,59 | 2.135 | -0,88 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 97.061 | 3,58 | 2.535 | 1,40 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 62.212 | 23,03 | 1.562 | 17,72 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 2.503 | 63 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 27.647 | 49,44 | 694 | 42,89 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 69.206.449 | 2.535,08 | 2.757 | -96,00 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 835.619 | 4,45 | 20.974 | -0,05 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.072 | 27 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 1.093.847 | 1,43 | 27.456 | -2,94 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 64.166 | 3,84 | 1.611 | -0,62 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 11.633 | 0,01 | 284 | -7,52 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 915.310 | 3,52 | 22.974 | 99.786,96 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 11.929 | 0,24 | 299 | -4,17 | ||||
| 2026-04-21 | 13F | Curat Global, LLC | 1.446 | 0,28 | 36 | -2,70 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 1.080.467 | 0,64 | 27.120 | -3,70 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 54.614 | 6,60 | 1.371 | 2,01 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 8.786 | 0,07 | 221 | -4,35 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 121.921 | 0,51 | 3.060 | -3,80 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 247.893 | 0,72 | 6.222 | -3,55 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 969.307 | 0,31 | 26.637 | 3,55 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 8.479 | 0,28 | 213 | -4,07 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 1.447 | 84,10 | 36 | 80,00 | ||||
| 2026-05-04 | 13F | Nwam Llc | 17.729 | 0,05 | 445 | -4,93 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 22.768 | 13,57 | 572 | 8,76 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 13.864 | 0,01 | 348 | -4,41 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 162.115 | 0,56 | 4.069 | -3,76 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 33.898 | 851 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 142.796 | 21,95 | 3.584 | 16,70 | ||||
| 2026-05-11 | 13F | Kilner Capital Advisors, Llc | 22.336 | 11,92 | 561 | 7,07 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 34.159 | 0,81 | 857 | -3,49 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 3.077 | 0,10 | 77 | -3,75 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 4 | 0 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1.529.638 | 2,95 | 38.700 | -0,70 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 18.719 | 2,07 | 470 | -2,49 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 18.031 | 0,24 | 453 | -4,03 | ||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 39.857 | 0,48 | 1.000 | -3,85 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 137.288 | 1,53 | 3.446 | -2,85 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 39.323 | 0,92 | 987 | -3,42 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 213 | 5 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 540.015 | 7,38 | 14.105 | 5,41 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3.223 | 0,03 | 81 | -4,76 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 17.774 | 0,83 | 446 | -3,46 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21.685 | 0,74 | 544 | -3,55 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 6.280.152 | 1,83 | 157.632 | -2,56 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 12.839 | 364 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.908.036 | 2,05 | 72.992 | -2,34 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 57.455 | 0,01 | 1.442 | -4,25 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 3.520 | 87,13 | 88 | 79,59 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 8.319 | 0,28 | 209 | -4,15 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 1.115 | 0,09 | 28 | -6,90 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 280.015 | 1,01 | 7.028 | -3,34 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 662 | 20,58 | 17 | 14,29 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 246.052 | 0,08 | 6.176 | -4,23 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 115.637 | 52,27 | 2.902 | 45,76 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 8.661 | 227 | ||||||
| 2026-04-30 | 13F | Mason & Associates Inc | 34.132 | 0,02 | 832 | -7,04 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 30.588 | 16,76 | 768 | 11,64 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 91.688 | 0,88 | 2.301 | -3,48 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 77.692 | 0,56 | 1.950 | -3,75 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 18.521 | 0,18 | 465 | -4,13 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2.568.121 | 8,71 | 64.460 | 4,03 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.301.632 | 16,16 | 32.675 | 11,17 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 10.833 | 5,96 | 272 | 1,12 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 186.262 | 0,77 | 4.675 | -3,57 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 19.776 | 2,33 | 496 | -1,98 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 45.006 | 339,43 | 1.130 | 321,27 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 114.688 | 11,49 | 2.879 | 6,67 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 124.540 | 0,81 | 3.126 | -3,55 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 566.645 | 6,56 | 14.223 | 1,96 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 220.856 | 14,61 | 5.543 | 9,68 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 12.303 | 2,60 | 309 | -1,91 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 130.705 | 0,29 | 3.281 | -4,04 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 28.236 | 0,41 | 709 | -3,93 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 24.046 | 30,43 | 660 | 36,44 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 288.243 | 1,11 | 7.235 | -3,25 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 18.124 | 455 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 251.988 | 1,06 | 6.610 | 3,10 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 235.391 | 15,30 | 5.908 | 10,35 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 115.839 | 2,95 | 2.908 | -1,49 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 25.075 | 40,30 | 629 | 34,40 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 14.656 | 376 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.268 | 0,32 | 32 | -6,06 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 8.182 | 0,28 | 205 | -4,21 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 33.258 | 16,35 | 835 | 11,35 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 21.359 | 592 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 3.257.692 | 1,51 | 81.768 | -2,86 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 27.089 | 0,69 | 680 | -3,69 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 363.639 | 5,92 | 9.127 | 1,37 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2.783.258 | 39,64 | 69.860 | 33,62 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 67.270 | 1.688 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 518.199 | 0,98 | 13.007 | -3,37 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 5.339 | 2,34 | 134 | -1,47 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 242.521 | 1,43 | 6.087 | -2,93 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 141.281 | 4,22 | 3.546 | -0,25 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 141.491 | 0,07 | 3.551 | -4,23 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 9.768 | 222 | ||||||
| 2026-04-07 | 13F | Financially Speaking Inc | 2.794 | 70 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 8.205 | 28,16 | 215 | 31,10 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 863.449 | 2,05 | 21.673 | -2,35 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 15.347 | 0,10 | 385 | -4,23 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.232.961 | 2,31 | 56.047 | -2,10 | ||||
| 2026-05-07 | 13F | Legacy Capital Wealth Management, Llc | 14.718 | 2,63 | 369 | -1,86 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.639.622 | 4,03 | 41.155 | -0,45 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 14.211 | 0,28 | 357 | -4,04 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 37.735 | 4,15 | 990 | 6,23 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11.058 | 278 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 2.108 | 0,24 | 53 | -5,45 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 41.066 | 0,26 | 1.031 | -4,10 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 15.804 | 397 | ||||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 1.589 | 0,32 | 40 | -4,88 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 700.795 | 75,45 | 19.194 | 84,32 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 223 | 71,54 | 6 | 66,67 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 12.182 | 0,17 | 306 | -4,09 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 3.868 | 167,50 | 97 | 162,16 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 101.399 | 0,00 | 2.545 | -4,29 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 1.821 | 1,96 | 46 | -2,17 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 32.392 | 0,76 | 813 | -3,56 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.096 | 27 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 14.465 | 0,25 | 363 | -3,97 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 79.917 | 11,52 | 2.006 | 5,86 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 17.919 | 450 | ||||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 14.571 | 2,12 | 366 | -2,41 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 18.698 | 469 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 64.910 | 2,70 | 1.703 | 4,74 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 207.605 | 0,20 | 5.211 | -4,12 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 67.012 | 105,47 | 1.682 | 96,61 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 40.662 | 0,09 | 1.021 | -4,23 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 435.387 | 12,32 | 10.928 | 7,49 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 224.900 | 4,75 | 5.645 | 0,23 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 63.513 | 3,86 | 1.594 | -0,62 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 155.335 | 4.166 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 205.551 | 76,03 | 5.159 | 68,48 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 15.426 | 1,56 | 387 | -2,76 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 36.526 | 11,24 | 917 | 6,39 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 47.644 | 4,79 | 1.196 | 0,25 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 378.312 | 2,49 | 9.496 | -1,92 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 161.091 | 0,22 | 4.043 | -4,10 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 64.507 | 529,83 | 1.619 | 504,10 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 11.970.120 | 0,51 | 300.450 | -3,82 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 2.863 | 3,88 | 72 | -1,39 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 18.100 | 0,28 | 454 | -4,02 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 13.616 | 0,11 | 342 | -4,21 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 1.573.653 | 1,13 | 39.499 | -3,22 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 32.174 | 0,07 | 808 | -4,27 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 82.652 | 2,90 | 2.075 | -1,52 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 900 | 23 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 699.691 | 5,73 | 17.562 | 1,18 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 8.268 | 208 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 8.462 | 9,24 | 212 | 4,43 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 666.381 | 2,77 | 16.726 | -1,65 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 414 | 10 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 13.760 | 20,88 | 350 | 17,45 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 8.939 | 6,23 | 224 | 1,82 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 10.406 | 0,29 | 261 | -4,04 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 5.146.591 | 2,16 | 129.179 | -2,24 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2.969.874 | 6,08 | 74.544 | 1,51 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 51.361 | 3,54 | 1.289 | -0,92 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.240.262 | 6,45 | 31.131 | 1,87 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 91.415 | 0,76 | 2.295 | -3,57 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 1.198 | 122,68 | 30 | 114,29 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 808.772 | 152,07 | 21.214 | 18,77 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 10.167 | 3,53 | 255 | -0,78 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 156 | 6,12 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 468 | 0,21 | 12 | -8,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.062.916 | 5,91 | 51.779 | 1,35 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 7.181 | 0,27 | 180 | -3,74 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 208.481 | 94,00 | 5.233 | 85,66 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 2.454 | 0,29 | 62 | -4,69 | ||||
| 2026-04-13 | 13F | Wynn Capital, LLC | 933.100 | 3,34 | 23.421 | -1,11 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 470.835 | 0,77 | 11.818 | -3,57 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 52.350 | 33,06 | 1.436 | 36,24 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 33.218 | 0,28 | 834 | -4,03 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 807 | 20 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 100.362 | 1,01 | 2.519 | -3,34 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 19.767 | 0,28 | 496 | -4,06 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 262.123 | 9,10 | 7 | 0,00 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 114.036 | 1,23 | 2.862 | -3,11 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 33 | 1.000,00 | 1 | |||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 6.230.006 | 0,58 | 156.373 | -3,75 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 597.107 | 4,70 | 15 | 0,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 14.156 | 0,30 | 0 | |||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 35.869 | 0,12 | 900 | -4,15 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 58.610 | 2,90 | 1.471 | -1,47 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 10.430 | 0,16 | 262 | -4,40 | ||||
| 2026-04-21 | 13F | Ketron Financial | 42.306 | 19,15 | 1.062 | 13,96 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 9.727 | 0,29 | 244 | -3,94 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 195.168 | 4,95 | 4.899 | 0,41 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 45.263 | 0,09 | 1.136 | -4,22 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 31.735 | 10,38 | 797 | 5,57 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 10.649 | -2,69 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2 | 0 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 13.375 | 11,11 | 336 | 6,35 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 8.956 | 0,08 | 225 | -4,27 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 11.351 | 7,92 | 285 | 3,27 | ||||
| 2026-05-11 | 13F | Womack Financial LLC | 30.604 | 2,88 | 768 | -1,54 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 12.598 | 0,06 | 316 | -4,24 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 204 | 5 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 30.940 | 0,28 | 777 | -4,08 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.370.368 | 4,76 | 84.596 | 0,25 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 22.476 | 24,36 | 548 | 15,61 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 21.482 | 0,06 | 539 | -4,26 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 751 | 0,27 | 19 | -5,26 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 17.562 | 23,96 | 441 | 17,33 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 10.633 | 267 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 260.325 | 7,97 | 6.825 | 7,92 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 73.715 | 0,41 | 1.850 | -3,90 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 39.702 | 3,22 | 997 | -1,19 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 571.342 | 0,28 | 14.341 | -4,04 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 123 | 3 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 74.647 | 1.874 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 11.885 | 0,28 | 298 | -3,87 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 1.265 | 0,56 | 32 | -3,12 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 168.123 | 0,46 | 4.220 | -3,87 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 20.390 | 0,06 | 512 | -4,31 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 25.118 | 0,33 | 630 | -3,96 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 658.318 | 0,10 | 16.524 | -4,21 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 10.951 | 0,06 | 275 | -4,53 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 192.626 | 0,01 | 4.835 | -4,30 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 696.254 | 0,30 | 18.263 | 107.323,53 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 27.142 | 0,19 | 681 | -4,08 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 1.449 | -38,75 | ||||||
| 2026-05-11 | 13F | Rebalance, Llc | 15.082.487 | 0,80 | 378.570 | -3,55 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 75.144 | 91,13 | 1.886 | 82,93 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 26.236 | 0,28 | 659 | -4,08 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 1.785.562 | 0,34 | 44.818 | -3,98 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 26.697 | 0,25 | 670 | -4,01 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3.061.232 | 1,37 | 76.837 | -3,00 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 4.033 | 101 | ||||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 19.975 | 42,93 | 501 | 36,89 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 19.999 | 502 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 76.210 | 76,11 | 1.999 | 114,61 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 251.465 | 10,81 | 6.312 | 6,03 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 86.934 | 2.182 | ||||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 5.731 | 0,30 | 144 | -4,03 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 202.262 | 0,30 | 5.077 | -5,40 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 41.621 | 2,11 | 1.045 | -2,34 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 70.631 | 26,06 | 1.773 | 20,63 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1.381.999 | 18,17 | 34.688 | 13,08 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 9.975 | 2,77 | 250 | -1,57 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 921.285 | 2,89 | 23.124 | -1,55 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 71.991 | 12,94 | 1.807 | 8,01 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 18.775 | 0,85 | 471 | -3,48 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 8.200 | 206 | ||||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 8.821 | 0,28 | 221 | -3,91 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 53.104 | 2,10 | 1.333 | -2,35 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 2.244 | 56 | ||||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 18.775 | 11,92 | 471 | 7,05 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 86.806 | 3,29 | 2.179 | -1,18 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 17.730 | 0,46 | 445 | -3,68 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 300.653 | 1,44 | 7.546 | -2,92 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 11.097 | 0,87 | 279 | -3,47 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 13.616 | 342 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 224.560 | 31,51 | 6.274 | 40,11 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 162.264 | 28,44 | 4.073 | 22,91 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 4.380 | 110 | ||||||
| 2026-05-20 | 13F | SHUTTLEWORTH & Co | 23.523 | 3,77 | 590 | -0,67 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 59.137 | 1 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 57.812 | 5,37 | 1.451 | 0,83 |
