Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF includono Tiaa-cref Individual & Institutional Services, Llc, Navigation Group, LLC, Retiremitten Financial Llc, Cvfg Llc, Sentinel Advisory Group, LLC, Seal Cove Capital, LLC, Quent Long Short Global Small Cap Fund, LP, McMill Wealth Management, Vertrix Wealth Management, LLC, Philadelphia Investment Partners, LLC, GLR Partners, LLC, Roan Capital Partners, Baer Investment Advisory LLC, Wiregrass Investment Management Llc, Cornerstone National Bank & Trust Co, Navigate Wealth Management, LLC, Titleist Asset Management, Llc, Integrity Wealth Partners, LLC, TIAA Wealth Investment Management LLC, e Evergreen Wealth Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 168.173 | 3,29 | 16.466 | -6,45 | ||||
| 2026-05-11 | 13F | Commerce Bank | 25.947 | 66,15 | 2.540 | 52,46 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.432 | 140 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 2.488 | 3,28 | 280 | 8,56 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.071.443 | 49,65 | 105 | 36,84 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 3.247 | 0,96 | 318 | -7,58 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 10.682 | 1,13 | 1.046 | -7,28 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 117 | 0,86 | 11 | -8,33 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 450.201 | 5,10 | 44.079 | -3,56 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.416 | 139 | ||||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 235.677 | 2,53 | 23.075 | -5,91 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 105 | 10 | ||||||
| 2026-04-22 | 13F | MFA Wealth Services | 2.192 | 0,14 | 215 | -8,15 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 164.942 | 3,48 | 16.149 | -5,04 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 3.398 | 21,05 | 333 | 11,04 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 27.413 | 2.684 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 883.504 | 7,82 | 86.504 | -1,06 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 381.111 | 1,67 | 37.315 | -6,70 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 2.878 | 27,57 | 282 | 17,08 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 148.239 | 2,39 | 14.514 | -6,04 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3.468 | 340 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 311.953 | 3,52 | 33.285 | 5,69 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 192.017 | 4,36 | 21.229 | 10,95 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 4.887 | 2,43 | 521 | 4,62 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 332.345 | 0,89 | 32.540 | -7,43 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 3.500 | 12,90 | 343 | 3,64 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 14.104 | 5,41 | 1.381 | -3,29 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 913.898 | 5,10 | 89.480 | -3,56 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 8.382 | 4,19 | 821 | -4,43 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 832 | -15,45 | ||||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 16.019 | 280,86 | 1.568 | 250,00 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 28.319 | 0,12 | 2.773 | -8,12 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 218.373 | 220,52 | 21.381 | 194,13 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 57.749 | 9,98 | 5.654 | 0,93 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 543.010 | 0,78 | 53.166 | -7,52 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 11.764 | 67,65 | 1.152 | 53,88 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 454.660 | 2,65 | 44.516 | -5,81 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 241.101 | 6,07 | 23.606 | -2,66 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 9.631 | 0,25 | 943 | -8,10 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 5.814 | 8,15 | 569 | -0,70 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 210 | 1.212,50 | 21 | 1.900,00 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 52.367 | 769,45 | 5.127 | 698,60 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.556 | 14,41 | 254 | 5,86 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 238.746 | 18,32 | 23.376 | 8,57 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 52.726 | 10,49 | 5.202 | 2,18 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 95.354 | 7,38 | 9.336 | -1,47 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 30.570 | 12,25 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 15.144 | 0,56 | 1.693 | 4,38 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 552 | 13,11 | 54 | 3,85 | ||||
| 2026-05-12 | 13F | Creative Planning | 727.702 | 0,42 | 71.249 | -7,85 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.052 | 3,44 | 112 | 5,66 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 43.698 | 17,22 | 4.278 | 7,57 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 212.889 | 2,81 | 20.844 | -5,66 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 52.032 | 17,96 | 5.094 | 8,24 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 2.109 | 0,09 | 206 | -8,04 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.364 | 439,13 | 0 | |||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 5.804 | 1,68 | 568 | -6,73 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 1.607.843 | 6,67 | 157.424 | -2,12 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 23.830 | 0,18 | 2.333 | -8,08 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.120.507 | 1,35 | 109.709 | -7,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 2.836 | 1,03 | 278 | -7,97 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 82.812 | 2,73 | 8.108 | -5,73 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 151.030 | 0,26 | 14.787 | -8,00 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 4.752 | 0,06 | 465 | -8,10 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3.579.192 | 36,83 | 350.439 | 25,56 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 2.693 | 31,24 | 264 | 20,64 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 6.046 | 56,71 | 592 | 43,80 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 26.634 | 1,68 | 2.608 | -6,69 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 32.263 | 7,81 | 3.159 | -1,10 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 102.382 | 0,03 | 10.024 | -8,21 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 25.473 | 25,35 | 2.494 | 15,04 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 385 | 38 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 361 | 35 | ||||||
| 2026-05-08 | 13F | Addison Advisors LLC | 193 | 171,83 | 19 | 157,14 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 85.366 | 3,99 | 8.358 | -4,58 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1.375.898 | 2,48 | 134.716 | -5,96 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 604 | 170,85 | 59 | 156,52 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 5.318 | 521 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3.308 | 21,08 | 324 | 11,00 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 110.326 | 0,90 | 10.802 | -7,41 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 2.148 | 210 | ||||||
| 2026-04-14 | 13F | Joule Financial, LLC | 13.505 | 437,83 | 1.322 | 395,13 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2.095 | 1,90 | 205 | -6,39 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 41 | 4 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 97.316 | 618,78 | 10.384 | 619,04 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 5.184 | 8,82 | 508 | -0,20 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 1.000 | 3.233,33 | 98 | 3.133,33 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 1 | 0 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1.097 | 107 | ||||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 84.347 | 4,84 | 8.258 | -3,80 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 2.698 | 1,50 | 264 | -6,71 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 3.726 | 0,76 | 365 | -7,61 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 379.865 | 2,36 | 37.193 | -6,07 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 17.479 | 1.711 | ||||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 16.291 | 0,21 | 1.782 | 1,48 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2.377 | 16,92 | 233 | 7,41 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 3.328 | 3,32 | 326 | -5,25 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 728 | 18,37 | 71 | 9,23 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 27.486 | 16,39 | 2.691 | 6,83 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 47.404 | 9,99 | 4.641 | 0,94 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1.730 | 203 | ||||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 2.549 | 277 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 914 | 19,01 | 89 | 9,88 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3.536 | 0,77 | 346 | -7,49 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 234.248 | 5,29 | 22.935 | -3,39 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 593.091 | 58.070 | ||||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 3.412 | 9,78 | 334 | 0,91 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 8.184 | 0,13 | 801 | -8,14 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 40.282 | 38,20 | 3.944 | 26,86 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 3.047 | 1,63 | 298 | -6,58 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 2.366 | 232 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 6.749 | 7,28 | 720 | 9,59 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 100.554 | 24,41 | 9.845 | 16,55 | ||||
| 2026-04-13 | 13F | Trust Co | 651 | 103,44 | 64 | 85,29 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 10.176 | 996 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 9.227 | 903 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 13.963 | 2,08 | 1.367 | -6,31 | ||||
| 2026-04-06 | 13F | CX Institutional | 282.635 | 2,67 | 28 | -6,90 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 127.927 | 4,09 | 12.525 | -4,48 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 2.591 | 254 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 4.192 | 410 | ||||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 3.087 | 0,13 | 302 | -7,93 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 3.164 | 5,93 | 310 | -2,83 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 199.410 | 0,40 | 19.524 | -7,87 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 7.437 | 16,26 | 728 | 6,74 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 5.772 | 1,44 | 565 | -6,92 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 2.565 | 2,23 | 251 | -5,99 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 50.593 | 4.954 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 68.478 | 3,12 | 6.705 | -5,38 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.568 | 65,57 | 545 | 52,23 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 3.048 | 0,13 | 298 | |||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 107.688 | 5,87 | 10.544 | -2,86 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 18.695 | 1,35 | 1.830 | -7,01 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.593 | 1,08 | 170 | 3,66 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 37.537 | 30,00 | 3.675 | 19,32 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 18.072 | 102,76 | 1.769 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 194.405 | 5,16 | 19.034 | -3,50 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 45.764 | 36,74 | 4.481 | 25,49 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 37.625 | 3,59 | 3.684 | -2,49 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 2.788 | 0,14 | 273 | -8,42 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 158 | 182,14 | 15 | 150,00 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 57.132 | 14,26 | 5.594 | 4,86 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 34.686 | 54,31 | 3.396 | 44,20 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 15.203 | 127,05 | 1.489 | 108,40 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 2.756 | 270 | ||||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 6.813 | 667 | ||||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 124.201 | 3,69 | 13.253 | 5,87 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 49 | 2,08 | 5 | -20,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 40.464 | 6,42 | 3.962 | -2,37 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 2.480 | 13,09 | 243 | 3,42 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 8.716 | 853 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 667.644 | 3,87 | 65.369 | -4,68 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 24.575 | 0,99 | 2.406 | -7,32 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 7.773 | 9,59 | 774 | 2,25 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 119 | 147,92 | 12 | 120,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4.157.103 | 3,15 | 407.022 | -5,35 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 9.422 | 1,51 | 1.108 | 11,82 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.848.648 | 0,61 | 181.001 | -7,68 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 138.658 | 1,48 | 13.576 | -6,88 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 25.704 | 0,62 | 2.517 | -7,67 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 156.240 | 0,94 | 15.298 | -7,38 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 11.393 | 24,83 | 1.115 | 14,59 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 3.231 | 0,06 | 316 | -8,14 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2.194.615 | 4,73 | 214.875 | -3,89 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 36.748 | 10,74 | 3.598 | 1,64 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 9.566 | 0,43 | 937 | -7,87 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 62.638 | 5,64 | 6.133 | -3,07 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 74.535 | 0,88 | 7.298 | -7,43 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 3.497 | 0,58 | 342 | -9,04 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 2.205 | 0,05 | 216 | -8,51 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 382.192 | 2,84 | 37.420 | -5,63 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 88.722 | 3,56 | 9.916 | 7,54 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 11.616 | 5,29 | 1.137 | -3,40 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 57.384 | 63,31 | 5.619 | 49,85 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 89.089 | 5,56 | 8.723 | -3,14 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 207.773 | 0,91 | 20.343 | -7,40 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 2.911 | 3,01 | 285 | -5,32 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 314.137 | 6,00 | 30.757 | -2,73 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 129.345 | 42,78 | 12.664 | 31,03 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 13.782 | 174,16 | 1.349 | 151,68 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 260.288 | 1,65 | 25.389 | -5,16 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 919 | 90 | ||||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 162.313 | 31,29 | 15.892 | 20,49 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 7.364 | 9,02 | 721 | 0,14 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.786.235 | 11,94 | 272.801 | 2,72 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 53.900 | 22,35 | 5.277 | 12,28 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 2.044 | 3,44 | 200 | -4,76 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 126.409 | 8,97 | 12.379 | 0,02 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 19.370 | 45,40 | 1.897 | 33,43 | ||||
| 2026-05-01 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 504.886 | 0,40 | 49.433 | -7,87 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 207.920 | 1,40 | 20.357 | -6,96 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 2.946 | 7,56 | 288 | -1,37 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 148.331 | 2,22 | 14.523 | -6,19 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.495 | 8,98 | 342 | 0,00 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 3.975 | 0,15 | 389 | -8,04 | ||||
| 2026-05-08 | 13F | Bokf, Na | 57.218 | 324,59 | 5.602 | 289,84 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 44.253 | 10,77 | 4.333 | 1,64 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 26.087 | 0,35 | 2.554 | -7,90 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 847.510 | 40,88 | 90.429 | 43,84 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 44.675 | 1,09 | 4.374 | -7,23 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 7.500 | 3,73 | 734 | -4,80 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 154 | 15 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 82.562 | 6,59 | 8.084 | -2,19 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 64.390 | 0,39 | 6.304 | -7,89 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 8.074 | 3,12 | 791 | -5,39 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 11.779 | 0,01 | 1.153 | -8,20 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 5.491 | 24,40 | 538 | 14,26 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 8.680 | 850 | ||||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 44.578 | 0,07 | 4.365 | -8,18 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 500.556 | 0,12 | 49.010 | -8,13 | ||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 270.056 | 5,84 | 26.441 | -2,88 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 637.452 | 2,82 | 62.413 | -5,65 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 5.872 | 4,43 | 575 | -4,17 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 326.185 | 32,18 | 31.937 | 21,29 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 392.110 | 3,95 | 38.391 | -4,62 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 34.547 | 142,66 | 3.383 | 122,65 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 804.593 | 260,07 | 79.527 | 233,55 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2.219 | 25,01 | 220 | 15,87 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 249.316 | 56,52 | 26.602 | 59,79 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 17.949 | 38,32 | 1.757 | 26,95 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 85.544 | 635,36 | 8.376 | 574,86 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 16.699 | 31,29 | 1.635 | 20,41 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1.295.429 | 126.835 | ||||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 2.073 | 8,82 | 203 | -0,49 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 274 | 29 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8.033 | 0,77 | 787 | -7,53 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 94.648 | 154,46 | 9.267 | 133,54 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.149 | 3.481,67 | 213 | 3.450,00 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 566.820 | 70,09 | 55.497 | 56,08 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 250 | 24 | ||||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 21.491 | 2.132 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 517 | 51 | ||||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 53.793 | 12,20 | 5.267 | 2,95 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 4.220 | 62,87 | 413 | 46,98 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.069.038 | 4,29 | 300.490 | -4,30 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 122.457 | 1,21 | 11.990 | -7,13 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 14.479 | 0,91 | 1.587 | 2,72 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 6.215 | 15,20 | 609 | 5,74 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 11.885 | 5,80 | 1.164 | -46,80 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 193.883 | 11,06 | 19 | 0,00 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 77.060 | 1,31 | 7.545 | -7,04 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.986 | 0,28 | 1.967 | 2,82 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 15.861 | 0,70 | 1.553 | -7,62 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 6.035 | 1,00 | 591 | -7,38 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 9.579 | 0,06 | 938 | -8,23 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 579.137 | 0,37 | 61.794 | 2,48 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 206.273 | 7,77 | 20.196 | -1,11 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 218.224 | 53,84 | 21.366 | 41,17 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 248.326 | 5,45 | 24.314 | -3,24 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 11.616 | 10,34 | 1.137 | 1,25 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 98.747 | 2.969 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 149.210 | 14.609 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 273 | 55,11 | 27 | 44,44 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 422.615 | 1,30 | 41 | -6,82 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 398.159 | 19,45 | 38.983 | 9,61 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 130 | 13 | ||||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 3.068 | 0,10 | 300 | -8,26 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1.048.519 | 5,47 | 102.660 | -3,22 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 32.156 | 363,34 | 3.148 | 325,41 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 4.602 | 0,04 | 451 | -8,16 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 27.925 | 4,07 | 2.734 | -2,01 | ||||
| 2026-04-24 | 13F | Optas, LLC | 183.472 | 2,95 | 17.964 | -5,53 | ||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 3.925 | 12,95 | 384 | |||||
| 2026-01-29 | 13F | Comerica Bank | 63.240 | 4,52 | 6.748 | 6,71 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 201.128 | 0,40 | 19.692 | -7,87 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 236.548 | 451,48 | 23.160 | 406,12 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.200 | 173,63 | 235 | 178,57 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 161.170 | 14,14 | 15.780 | 4,74 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 34.258 | 5,60 | 3.398 | -1,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 30.300 | 90,57 | 2.967 | 74,88 | |||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 129.681 | 4,75 | 12.697 | -3,88 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 448.627 | 3,15 | 43.925 | -5,35 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 7.075 | 0,17 | 693 | -8,10 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 50 | 5 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 43.158 | 1,23 | 4.226 | -7,12 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 2.112.143 | 8,75 | 206.800 | -0,21 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 4.100 | 109,50 | 401 | 92,79 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 1.050.219 | 8,28 | 109.223 | 5,54 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 2.591 | 254 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 10.099 | 2,66 | 989 | -5,82 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 5.383 | 2,46 | 527 | -5,89 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 352.548 | 2,30 | 34.518 | -7,35 | ||||
| 2026-04-29 | 13F | Jericho Financial, Llp | 15.675 | 2,00 | 1.535 | -6,41 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 271 | 27 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 8.387 | 0,11 | 895 | 2,17 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 5.627 | 0,04 | 551 | -8,33 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 55.747 | 19,90 | 5.458 | 10,04 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 3.311 | 0,12 | 324 | -8,73 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 7.826 | 766 | ||||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 9.781 | 23,86 | 958 | 13,66 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 13.440 | 0,46 | 1.316 | -7,85 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 14.508 | 0,25 | 1.421 | -8,03 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 14.771 | 61,01 | 1.446 | 47,85 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 200.384 | 0,84 | 19.620 | -7,47 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 479.805 | 46.978 | ||||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 355.479 | 2,64 | 34.805 | -5,82 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.427.309 | 2,05 | 237.658 | -6,36 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.803.957 | 176.625 | ||||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 3.765 | 16,78 | 369 | 6,98 | ||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 19.698 | 1,05 | 1.929 | -7,26 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 229.898 | 10,10 | 22.509 | 1,03 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2.113 | 207 | ||||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 384.599 | 8,89 | 37.656 | -0,08 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 2.386 | 15,21 | 234 | 5,91 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 30.800 | 29,41 | 3.016 | 18,75 | |||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 25.847 | 0,11 | 2.578 | -5,33 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 109.800 | 133,12 | 10.751 | 113,93 | |||
| 2026-04-08 | 13F | Mma Asset Management Llc | 268.942 | 22,24 | 26.332 | 12,17 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 328.956 | 4,16 | 32.208 | -4,42 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.248 | 1,71 | 122 | -6,15 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 3.447 | 14,90 | 337 | 5,31 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 448.042 | 18,32 | 43.868 | 8,57 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9.204 | 29,94 | 901 | 19,34 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 99.308 | 10.596 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 20.527 | 113,42 | 2.010 | 95,81 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 657.994 | 133,40 | 64.424 | 114,18 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3.727.164 | 3,58 | 364.927 | -4,95 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 2.553 | 10,81 | 250 | 1,63 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 198.267 | 0,51 | 19.412 | -7,77 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 27.021 | 3,41 | 2.646 | -5,13 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2.694 | 5,36 | 264 | -3,31 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 20.687 | 2.272 | ||||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 426.674 | 7,45 | 41.776 | -1,40 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1.520 | 162 | ||||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 2.501 | 296 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 239.252 | 3,49 | 23.425 | -5,03 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2.980 | -38,79 | ||||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 2.630 | 0,04 | 0 | |||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 11.247 | 10,69 | 1.101 | 1,57 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 278.883 | 0,90 | 27.305 | -7,42 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 20.527 | 12,29 | 2.010 | 3,03 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 269.679 | 26.404 | ||||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 193.505 | 26,94 | 23.511 | 44,48 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15.104 | 70,32 | 1.479 | 56,24 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 100.108 | 2,53 | 9.802 | -5,91 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 13.340 | 7,06 | 1.072 | -19,34 | ||||
| 2026-05-15 | 13F | Seal Cove Capital, LLC | 123.120 | 12.055 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 105.700 | 107,25 | 10.349 | 90,20 | |||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 6.414 | 628 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 49.756 | 38,18 | 4.872 | 26,82 | ||||
| 2026-05-04 | 13F | Camden National Bank | 26.688 | 16,11 | 2.613 | 6,57 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 302.481 | 19,96 | 29.616 | 10,07 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 132.366 | 128,22 | 12.960 | 109,42 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 44.796 | 1,14 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 177 | 1.670,00 | 17 | 1.600,00 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 17.686 | 12,51 | 1.677 | -0,89 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 46.311 | 67,70 | 4.534 | 53,90 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 300 | 29 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 70.664 | 14,05 | 6.919 | 4,66 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 919 | 0,11 | 90 | -8,25 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 2.759 | 35,64 | 270 | 24,42 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 241.651 | 1,85 | 23.660 | -6,53 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 7.846 | 3,66 | 768 | -4,83 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 4.813 | 6,77 | 471 | -2,08 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.841.696 | 6.743,15 | 180.320 | 6.180,74 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 200 | 900,00 | 20 | 850,00 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 122 | 0,83 | 12 | -8,33 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 9.668 | 3,14 | 947 | -5,40 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 989.915 | 6,49 | 96.923 | -2,28 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 221.462 | 6,27 | 21.683 | -2,48 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 46.192 | 2,12 | 4.523 | -6,30 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 275.716 | 10,75 | 26.995 | 1,63 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 36.770 | 1,89 | 3.600 | -6,49 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 16.546 | 7,70 | 1.620 | -1,22 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 89.490 | 0,44 | 8.762 | -7,83 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 29.752 | 2,95 | 2.913 | -5,51 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 95 | 9 | ||||||
| 2026-04-17 | 13F | Hamilton Capital Partners, Llc | 72.957 | 26,54 | 7.143 | 16,13 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 26.791 | 16,38 | 2.623 | 6,80 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 2.469 | 242 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 382.639 | 9,41 | 37.464 | 0,40 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 3.433 | 2,51 | 336 | -5,88 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 25.201 | 12,39 | 2.467 | 3,14 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 107.572 | 2,51 | 10.532 | -5,93 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 3.135 | 2,69 | 307 | -5,85 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1.029 | 2,90 | 110 | 4,81 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 3.779 | 60,54 | 370 | 47,41 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 76.144 | 6,95 | 7.455 | -1,86 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 99.366 | 10,83 | 9.729 | 1,69 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 5.054 | 5,03 | 495 | -3,70 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.318 | 23,35 | 354 | 25,98 | ||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 41.686 | 2,73 | 4.083 | -5,75 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 431 | 42 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 288 | 53,19 | 28 | 40,00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 132.015 | 5.964,08 | 12.926 | 5.471,12 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 5.564 | 5,96 | 545 | -2,86 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 4.602 | 0,02 | 475 | -4,44 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7.085 | 176,33 | 694 | 153,85 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 249.121 | 5,16 | 24.391 | -3,50 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3.187 | 1,89 | 312 | -6,31 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 1.962 | 27,24 | 192 | 17,07 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 47.993 | 2,86 | 4.699 | -5,62 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 868.064 | 6,67 | 84.992 | -9,28 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.389.460 | 9,95 | 136.042 | 0,89 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 69.670 | 1,95 | 6.821 | -6,45 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 29 | 3 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 60.056 | 489,19 | 5.880 | 440,94 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 8.981 | 0,36 | 879 | -7,86 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 4.571 | 12,03 | 448 | 2,76 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 73.019 | 7.150 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 2.075 | 40,68 | 203 | 29,30 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 104.046 | 16,21 | 10.187 | 6,64 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 17.385 | 0,02 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.336 | 0,30 | 131 | -8,45 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 53.427 | 6,42 | 5.231 | -2,33 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 33.803 | 0,05 | 3.310 | -8,19 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 185.699 | 3,50 | 18.182 | -5,03 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 5.027 | 46,30 | 492 | 34,43 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 3.914 | 5,39 | 383 | -3,28 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 275 | 27 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17.402.089 | 0,66 | 1.703.839 | -7,63 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1.454.358 | 15,86 | 142.396 | 6,32 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 657 | 1.297,87 | 64 | 1.180,00 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 93.330 | 4,63 | 9.138 | -3,99 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 6.158 | 0,24 | 603 | -8,09 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 17.595 | 22,45 | 1.723 | 12,33 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 55.773 | 25,71 | 5.461 | 15,34 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 11.124 | 12,18 | 1.236 | 16,73 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 37.537 | 3.675 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 34.827 | 2,72 | 3.410 | -5,75 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 5.963 | 82,24 | 584 | 67,05 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 10.432 | 1,84 | 1.021 | -6,59 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 81 | 8 | ||||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 1.019 | 53,70 | 100 | 41,43 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.184.410 | 8,15 | 311.786 | -0,76 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 44.239 | 12,07 | 4.331 | 2,83 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 118.799 | 4,72 | 11.632 | -4,84 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 75.295 | 7 | ||||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 2.429 | 0,04 | 238 | -8,49 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 226.466 | 61,02 | 22.173 | 47,76 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 7.577 | 1,61 | 742 | -6,79 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 89.360 | 42,75 | 8.749 | 30,99 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 54.476 | 1,81 | 5.334 | -6,59 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 251.805 | 15,31 | 24.654 | 5,81 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3.313 | 27,23 | 324 | 16,97 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 108.630 | 4,39 | 10.636 | -4,22 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 3.081 | 728,23 | 302 | 671,79 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 5.248 | 11,66 | 514 | 2,40 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 349.608 | 7,63 | 34.230 | -1,24 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 383.400 | 37.539 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 507.584 | 101,88 | 49.698 | 85,25 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2.190.526 | 0,64 | 214.474 | -7,66 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 191.802 | 12,75 | 18.779 | 3,47 | ||||
| 2026-05-12 | 13F | CBM Financial, LLC | 142.570 | 7,73 | 15.763 | 14,51 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 3.551 | 6,60 | 348 | -2,25 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 346.165 | 6,45 | 33.893 | -2,31 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 135.607 | 15,38 | 13.277 | 5,88 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 92.247 | 1,84 | 9.032 | -6,55 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 3.673 | 4,26 | 360 | -4,27 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 7.036 | 6,67 | 689 | -2,13 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 1.100 | 108 | |||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 25.382 | 6,26 | 2.485 | -2,47 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 184 | 8,24 | 18 | 0,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 1.502.441 | 2,85 | 147.104 | -5,62 | ||||
| 2026-05-04 | 13F | Nwam Llc | 5.021 | 18,00 | 492 | 7,44 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 36.650 | 14,30 | 4.096 | 19,45 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 1.338 | 131 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.786.967 | 3,34 | 174.962 | -5,18 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 393.753 | 133,94 | 38.552 | 112,24 | ||||
| 2026-04-08 | 13F | Tlwm | 388.554 | 72,86 | 38.043 | 58,62 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1.570 | 154 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 10.137 | 4,62 | 993 | -3,97 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 102.633 | 7,18 | 10.049 | -1,65 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 13.290 | 41,85 | 1.301 | 30,23 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 49.794 | 1.765,64 | 4.875 | 1.616,55 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15.021.380 | 27,71 | 1.470.743 | 17,18 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36.360 | 0,99 | 4 | 0,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 25.852 | 1,73 | 2.531 | -6,64 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 3.357 | 29,36 | 329 | 18,84 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 14.201 | 0,11 | 1.390 | -8,13 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 9.070 | 11,02 | 888 | 1,95 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.526 | 17,38 | 247 | 7,86 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 796 | 8,15 | 91 | 12,50 | ||||
| 2026-05-01 | 13F | American Trust | 45.202 | 5,83 | 4.426 | -2,90 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 71.505 | 12,00 | 7.001 | 2,79 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 205.461 | 2,24 | 20.382 | -4,94 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4.884.338 | 4,79 | 478.226 | -3,85 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 3.273 | 5,28 | 320 | -3,32 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 10.380 | 12,56 | 1.016 | 3,36 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 38.297 | 0,06 | 3.750 | -8,18 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 2.996 | 13,74 | 293 | 4,27 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 3.054 | 0,30 | 303 | -6,79 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 2.436 | 264 | ||||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 54.238 | 6,12 | 5.310 | -2,62 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3.790 | 1,15 | 371 | -7,02 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 131.379 | 32,86 | 12.863 | 21,92 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 135.264 | 102,94 | 13.244 | 86,23 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 5.169 | 92,51 | 506 | 76,92 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 10.789 | 22,76 | 1.056 | 12,70 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 2.786.481 | 3,66 | 272.824 | -4,88 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 5.087 | 498 | ||||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 30.676 | 16,31 | 3.003 | 6,72 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 41.624 | 2,51 | 4.075 | -5,93 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1.595 | 87,65 | 156 | 73,33 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75.847 | 14,07 | 7.426 | 4,68 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1.142 | 112 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 42.772 | 2,01 | 4.188 | -6,39 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 12.406 | 1.215 | ||||||
| 2026-05-13 | 13F | Rhl Group, Llc | 135 | 13 | ||||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 355.574 | 14,46 | 34.814 | 5,04 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11.828 | 21,34 | 1.158 | 11,35 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 45.041 | 5,50 | 4.410 | -3,21 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 3.541 | 3,18 | 347 | -5,46 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 450.661 | 6,53 | 44.124 | -2,24 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 62.722 | 753,13 | 6.141 | 683,29 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 8.084 | 13,17 | 791 | 3,81 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 118 | 12 | ||||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 29.351 | 0,85 | 2.874 | -7,47 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 364.883 | 1,51 | 35.726 | -6,85 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 138.919 | 0,69 | 13.602 | -7,61 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 325.038 | 21,16 | 31.824 | 11,18 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 4.326 | 0,84 | 424 | -7,44 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 79.825 | 7.816 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.721.557 | 1.160,99 | 168.663 | 1.057,84 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 86.328 | 1,77 | 8.452 | -6,62 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.625.592 | 0,35 | 173.451 | 102.533,14 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1.388.717 | 25,76 | 135.969 | 15,40 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 4.844 | 1,02 | 474 | -7,24 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 45.569 | 2,57 | 4.462 | -5,89 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 27.651 | 2,59 | 2.707 | 10,31 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 133.082 | 10,08 | 13.030 | 1,02 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 864 | 0,12 | 85 | -8,70 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4.914 | 140,76 | 481 | 121,20 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 25.381 | 7,76 | 2.485 | -1,11 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 159.312 | 40,50 | 15.598 | 28,93 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2.853 | 279 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2.184 | 0,14 | 214 | -8,19 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 261.658 | 3,64 | 26 | -3,85 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 104.052 | 1,16 | 10.322 | -5,96 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 41.455 | 4.059 | ||||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 7.460 | 237,56 | 730 | 210,64 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 13.260 | 3,37 | 1.298 | -5,12 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 20.512 | 2.008 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 81.467 | 19,40 | 7.976 | 9,56 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 1.940.333 | 5,13 | 189.978 | -3,53 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 470.788 | 0,63 | 46.095 | -7,66 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 21.970 | 8,83 | 2.200 | 1,71 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 7.762 | 51,75 | 828 | 55,06 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 13.015 | 0,02 | 1.274 | -8,21 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 12.581 | 1.184 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 3 | 0 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 32.683 | 2,03 | 3.200 | -6,38 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 2.158 | 211 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 21 | 2 | ||||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 405.208 | 6,07 | 39.674 | -2,67 | ||||
| 2026-05-07 | 13F | MWA Asset Management | 965 | 232 | ||||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 129.220 | 2,57 | 12.652 | -5,88 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 393.761 | 17,33 | 39 | 8,57 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 113.002 | 2,92 | 11.064 | -5,56 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 134.866 | 6,24 | 13.205 | -2,51 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 233.593 | 6,34 | 22.871 | -2,42 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 13.687 | 3,86 | 1.340 | -4,69 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 90.199 | 0,00 | 8.831 | -8,24 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 8.658 | 10,00 | 848 | 0,12 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 8.890 | 870 | ||||||
| 2026-05-11 | 13F | Collier Financial | 204.434 | 0,88 | 20.016 | -7,42 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 6.587 | 9,67 | 645 | 0,63 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 3.647 | 357 | ||||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5.865 | 10,95 | 574 | 1,95 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 238.066 | 2,03 | 23.309 | -6,37 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 157.936 | 119,65 | 15.464 | 101,55 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 12.409.631 | 0,20 | 1.215.027 | -8,06 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 7.920 | 53,46 | 775 | 40,91 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 145.701 | 2,13 | 14.266 | -6,28 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 83.104 | 75,05 | 8.137 | 60,63 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 4.963 | 50,17 | 486 | 37,78 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 103.280 | 35,50 | 10.112 | 24,35 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 44.510 | 5,99 | 4.358 | -2,72 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 13.589 | 4,29 | 1.331 | -4,32 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.423 | 30,65 | 1.112 | 33,49 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 247 | 24 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 34.224 | 4,89 | 3.351 | -3,76 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 697 | 68 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 80.663 | 0,39 | 7.898 | -7,89 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 57.396 | 4,81 | 5.620 | -3,83 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 652.119 | 11,77 | 63.849 | 2,56 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 13.056 | 50,03 | 1.278 | 37,72 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 112.716 | 0,74 | 11.036 | -7,56 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 168 | 16 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 235.300 | 1,44 | 23.038 | -6,91 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 4.185 | 15,77 | 410 | 6,23 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 5.520 | 540 | ||||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 978 | 3,49 | 96 | -5,00 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 4.972 | 6,04 | 487 | -2,80 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 383 | 527,87 | 38 | 516,67 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 135.216 | 1,81 | 13.239 | -6,58 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 447.709 | 11,71 | 43.835 | 2,50 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 14.936 | 6,58 | 1.200 | -19,73 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 10.601 | 1,40 | 1.038 | -7,00 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 3.179 | 0,03 | 311 | -8,26 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 241.492 | 7,80 | 23.644 | -1,08 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.946 | 25,67 | 421 | 28,35 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 8.132 | 29,06 | 796 | 18,45 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 3.969 | 0,08 | 389 | -8,27 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 79.223 | 20,47 | 7.757 | 10,55 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 8.043 | 14,51 | 788 | 5,07 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 142.503 | 32,18 | 13.952 | 21,29 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 3.669 | 359 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 1.178.887 | 0,58 | 115.425 | -7,71 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 30.030 | 1,02 | 2.940 | -7,28 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 13.256 | 7,71 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 511 | 0,20 | 50 | -7,41 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 225.580 | 2,88 | 22.087 | -5,60 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 116.563 | 20,70 | 11.413 | 10,75 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 43.208 | 3,77 | 4.231 | -4,77 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.666.662 | 40,42 | 185.866 | 44,87 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 76.705 | 57,51 | 7.510 | 44,53 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 51.717 | 1,51 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 136.694 | 2,11 | 13.384 | -6,31 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7.389 | 6,35 | 788 | 41,22 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 305.913 | 0,27 | 32.350 | -1,74 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 14.105 | 1.381 | ||||||
| 2026-04-20 | 13F | Auour Investments LLC | 70.803 | 3,40 | 6.932 | -5,12 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 39.685 | 1,11 | 3.886 | -7,21 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 17.032 | 515,10 | 1.668 | 465,08 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 163.078 | 5,25 | 15.967 | -3,43 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 528.353 | 3,02 | 51.731 | -5,46 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 26.703 | 667,99 | 3 | |||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 32.578 | 4,80 | 3.190 | -3,83 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 9.482 | 4,98 | 928 | -3,63 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 4.150 | 27,22 | 406 | 19,41 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 11.043 | 5,45 | 1.081 | -3,22 | ||||
| 2026-04-20 | 13F | Up Capital Management, Inc. | 2.744 | 0,15 | 269 | -8,22 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 408.215 | 2,08 | 39.968 | -6,33 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 6.466 | 0,11 | 633 | -8,13 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 116.832 | 1.143,42 | 11.564 | 1.054,09 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 285.546 | 5,26 | 27.958 | -3,41 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 279.803 | 27.395 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 18.770 | 12,43 | 1.838 | 3,14 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 4.973 | 47,39 | 487 | 35,38 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 245.089 | 6,60 | 23.997 | -2,18 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 87.653 | 0,47 | 8.582 | -7,80 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.883 | 0,16 | 184 | -8,00 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 6.352 | 0,09 | 622 | -8,27 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 5.865 | 1.307 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 528 | 1,93 | 52 | -7,27 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5.537 | 542 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 546.445 | 5,92 | 53.502 | -2,81 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 915.124 | 52,07 | 89.472 | 42,26 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 188.716 | 6,74 | 18.477 | -2,05 | ||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 4.226 | 2,82 | 414 | -5,71 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 3.303 | 1,26 | 323 | -7,45 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.060 | 2,54 | 220 | 4,78 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 1.377 | 895 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 15.614 | 0,29 | 1.529 | -8,01 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 25.111 | 55,43 | 2.459 | 42,66 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 15.833 | 0,43 | 1.578 | -6,18 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 770 | 75 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 2.044 | 200 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2.512 | 0,40 | 246 | -7,89 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.073.283 | 35,68 | 105.085 | 24,51 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 75.278 | 0,44 | 7.370 | -7,84 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 54.582 | 11,78 | 5.344 | 2,57 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 6.100 | 72,61 | 597 | 58,36 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 60.653 | 18,77 | 5.939 | 8,99 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 17.012 | 1,30 | 1.666 | -7,04 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 99.505 | 9.743 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 13.278 | 31,23 | 1.300 | 20,48 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 7.538 | 738 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 4.963 | 0,08 | 486 | -8,32 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 11.068 | 1,49 | 1.084 | -6,88 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 3.672 | 360 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 861.028 | 15,56 | 84.303 | 6,04 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 4.017 | 15,46 | 393 | 5,93 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 150.827 | 17,34 | 14.767 | 7,68 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 7.104 | 88,09 | 696 | -8,55 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 459 | 45 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 16.371 | 0,10 | 1.603 | -8,67 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 115 | 11 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 6.388.843 | 18,55 | 625.532 | 8,78 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 930.138 | 57,40 | 88.194 | 39,88 |
