IEFA / iShares Trust - iShares Core MSCI EAFE ETF - Proprietà istituzionale - Venditori

iShares Trust - iShares Core MSCI EAFE ETF
US ˙ BATS ˙ US46432F8427

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 38.296 -2,31 3.467 -1,17
2026-05-07 13F Vision Retirement, LLC 3.089 -4,87 280 -3,79
2026-02-04 13F Bensler, LLC 0 -100,00 0
2026-05-11 13F Rock Creek Group, LP 48.089 -7,65 4.353 -6,55
2026-04-27 13F Greenleaf Trust 2.137.042 -5,37 193.466 -4,23
2026-05-06 13F Hamilton Point Investment Advisors, LLC 2.319 -3,54 210 -2,79
2026-04-29 13F Saxon Interests, Inc. 15.675 -2,11 1.419 -0,91
2026-04-29 13F Nichols & Pratt Advisers Llp /ma 7.000 -22,22 634 -21,37
2026-04-07 13F Howard Financial Services, Ltd. 18.983 -2,04 1.719 -0,87
2026-04-27 13F Canal Capital Management, LLC 0 -100,00 0
2026-05-14 13F Pembroke Management, LTD 53.462 -1,85 4.840 -0,68
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 12.890 -1,89 1.167 -0,77
2026-05-04 13F Abc Arbitrage Sa 0 -100,00 0
2026-05-13 13F State Farm Mutual Automobile Insurance Co 0 -100,00 0
2026-04-17 13F Nottingham Advisors, Inc. 853.952 -0,36 77.308 0,83
2026-05-12 13F Focused Alpha, Llc 15.726 -15,03 1.424 -14,02
2026-05-07 13F Hollencrest Capital Management 34.191 -1,28 3.095 -0,10
2026-04-24 13F Secured Retirement Advisors, Llc 25.819 -2,68 2.337 -1,52
2026-05-01 13F S. R. Schill & Associates 245.596 -2,19 22.234 -1,02
2026-05-13 13F Inlet Private Wealth, LLC 5.684 -2,57 515 -1,34
2026-05-05 13F D.a. Davidson & Co. 87.493 -5,37 7.921 -4,24
2026-04-21 13F Roth Financial Partners LLC 740.675 -0,33 67.050 0,86
2026-04-08 13F Mma Asset Management Llc 20.704 -14,88 1.874 -13,88
2026-05-14 13F Johnson Financial Group, LLC 17.327 -5,38 1.569 -4,27
2026-04-23 13F West Bancorporation Inc 16.065 -6,27 1.454 -5,15
2026-05-15 13F Rehmann Capital Advisory Group 1.000.681 -0,81 90.591 0,09
2026-04-14 13F Global Trust Wealth Management LLC 47.022 -3,42 4.257 -2,27
2026-05-15 13F Quadcap Wealth Management, LLC 6.543 -5,71 592 -4,52
2026-05-18 13F Arkadios Wealth Advisors 131.630 -16,30 11.916 -15,30
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 273.806 -1,60 24.788 -0,43
2026-02-03 13F Coston, McIsaac & Partners 0 -100,00 0
2026-04-17 13F Murphy & Mullick Capital Management Corp 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp 3.939 -97,93 357 -97,91
2026-05-15 13F Susquehanna International Group, Llp Call 43.700 -22,38 3.956 -21,45
2026-05-05 13F Cullen/frost Bankers, Inc. 106.088 -19,07 9.604 -18,10
2026-04-09 13F Acropolis Investment Management, LLC 449.577 -3,05 40.700 -1,89
2026-01-12 13F Kopp Family Office, LLC 0 -100,00 0
2026-05-05 13F Correct Capital Wealth Management 3.180 -5,16 288 -4,01
2026-04-06 13F Trust Co of the South 5.620 -21,67 509 -20,75
2026-01-30 13F BancorpSouth Bank 0 -100,00 0 -100,00
2026-05-04 13F Barrett & Company, Inc. 9.234 -3,36 836 -2,22
2026-04-14 13F Zrc Wealth Management, Llc 6.765 -1,36 612 -0,16
2026-06-03 13F DBK Financial Counsel, LLC 12.279 -3,60 1.112 -2,46
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 296 -41,50 27 -42,22
2026-04-21 13F Next Level Wealth Planning, LLC 6.219 -5,08 563 -3,92
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 15.253 -10,73 1.381 -9,69
2026-05-08 13F Guidance Capital, Inc 174.201 -0,06 16.624 2,76
2026-04-27 13F Oarsman Capital, Inc. 6.074 -14,32 550 -13,41
2026-04-20 13F Centennial Wealth Advisory LLC 5.676 -3,11 514 -2,10
2026-05-06 13F Windward Private Wealth Management Inc. 39.466 -5,60 3.573 -4,47
2026-05-05 13F Putnam Fl Investment Management Co 5.018.186 -4,36 454.296 -3,22
2026-04-20 13F Davidson Trust Co 12.231 -2,14 1.107 -0,90
2026-04-30 13F Paladin Advisory Group, LLC 25.571 -7,55 2.315 -6,47
2026-04-22 13F tru Independence LLC 8.210 -21,43 743 -20,45
2026-05-04 13F Mml Investors Services, Llc 4.020.374 -2,13 363.964 -0,96
2026-05-11 13F SCS Capital Management LLC 1.661.066 -2,16 150.376 -0,99
2026-05-08 13F Northwestern Mutual Investment Management Company, Llc 22.638 -89,77 2.049 -89,65
2026-04-23 13F 3Chopt Investment Partners, LLC 29.742 -0,50 2.693 0,67
2026-04-30 13F First Horizon Corp 31.470 -7,50 2.849 -6,41
2026-05-13 13F Graybill Bartz & Assoc Ltd 12.262 -1,94 1.110 -0,72
2026-04-23 13F Foundry Financial Group, Inc. 133.991 -5,64 12.130 -4,51
2026-04-09 13F Pacifica Partners Inc. 2.864 -6,34 259 -6,16
2026-05-15 13F Turim 21 Investimentos Ltda. 513 -52,15 46 -51,58
2026-05-11 13F Canopy Partners, LLC 117.764 -1,67 10.661 -0,49
2026-04-21 13F Foster & Motley Inc 14.786 -9,44 1 0,00
2026-04-15 13F Radnor Capital Management, LLC 4.100 -1,51 371 -0,27
2026-05-05 13F Net Worth Advisory Group 10.852 -0,15 982 1,03
2026-04-29 13F WPG Advisers, LLC 3.974 -0,50 360 0,56
2026-05-12 13F Northwest Bancshares, Inc. 20.100 -2,86 1.820 -1,73
2026-05-07 13F Centerpoint Advisors, LLC 45.603 -0,63 4 0,00
2026-05-11 13F Atlas Legacy Advisors, LLC 124.498 -0,28 11.277 0,97
2026-05-11 13F Kaleidoscope Capital Lp 35.671 -6,85 3.229 -5,72
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-21 13F Patton Albertson Miller Group, Llc 38.980 -0,07 3.529 1,12
2026-05-14 13F Hilltop Holdings Inc. 7.649 -18,60 692 -17,62
2026-05-14 13F Stonebridge Capital Advisors LLC 8.452 -11,53 765 -10,42
2026-04-22 13F Motco 7.256 -23,01 657 -22,18
2026-05-01 13F Martel Wealth Advisors Inc 259.260 -3,66 23.471 -2,51
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 948.853 -3,61 85.900 -2,45
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-11 13F WFA of San Diego, LLC 20 -99,40 2 -99,54
2026-04-28 13F Winthrop Capital Management, LLC 128.356 -15,92 12 -15,38
2026-05-13 13F Truvestments Capital Llc 0 -100,00 0
2026-04-27 13F NorthLanding Financial Partners, LLC 258.449 -1,25 23.397 -0,07
2026-05-05 13F SOUTH STATE Corp 67.412 -7,00 6.103 -5,89
2026-05-11 13F Citigroup Inc 423.426 -20,83 38.333 -19,88
2026-02-12 13F Litman Gregory Asset Management LLC 29.006 -3,21 2.595 -0,84
2026-05-04 13F NWF Advisory Services Inc. 4.115 -4,72 373 -3,63
2026-04-14 13F Northwest Wealth Management, Llc 22.519 -0,07 2.039 1,14
2026-05-01 13F Farrow Financial Inc. 4.116 -1,70 373 -0,53
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-02-13 13F Sei Investments Co 3.649.583 -1,51 326.492 0,91
2026-04-13 13F Richard P Slaughter Associates Inc 29.068 -4,54 2.632 -3,41
2026-05-14 13F Endeavor Private Wealth, Inc. 24.570 -8,73 2.224 -7,64
2026-04-06 13F CX Institutional 985.753 -3,60 89 -2,20
2026-05-12 13F Ally Invest Advisors Inc. 10.598 -18,24 959 -17,26
2026-04-20 13F Tanager Wealth Management LLP 116.587 -1,49 10.555 -0,32
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 533.940 -3,05 48.338 -1,89
2026-04-27 13F Moneywise, Inc. 93.611 -18,81 8.475 -17,84
2026-05-15 13F Scientech Research LLC 0 -100,00 0
2026-04-10 13F Capital Advantage, Inc. 39.690 -0,81 3.593 0,39
2026-05-13 13F Buckingham Strategic Partners 65.289 -5,99 5.911 -4,86
2026-05-15 13F Fortress Financial Group, Llc 3.729 -0,03 338 1,20
2026-04-30 13F Range Financial Group LLC 4.876 -0,73 441 0,46
2026-02-05 13F ORBA Wealth Advisors, L.L.C. 0 -100,00 0
2026-05-15 13F Inspire Advisors, LLC 46.890 -1,06 4.245 0,12
2026-04-16 13F BlueSky Wealth Advisors, LLC 14.330 -4,44 1.297 -3,28
2026-04-24 13F Balentine LLC 2.154.493 -2,23 195.046 -1,06
2026-05-07 13F Dakota Wealth Management 3.731 -36,07 338 -35,44
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 3.188 -7,16 289 -6,19
2026-04-08 13F West Financial Advisors, LLC 285.970 -1,03 25.889 0,15
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 1.224.205 -1,58 110.827 -0,41
2026-01-30 13F First Citizens Investor Services, Inc. 227.931 -1,49 20.391 0,94
2026-05-15 13F Wellington Management Group Llp 965.630 -48,50 87.418 -47,89
2026-05-08 13F StrongBox Wealth, LLC 5.395 -16,49 488 -15,42
2026-05-11 13F Camden Capital, LLC 40.997 -6,81 3.711 -5,69
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 395.336 -2,10 35.790 -0,93
2026-05-04 13F IFC Advisors LLC 2.612 -18,48 236 -17,48
2026-05-08 13F Darden Wealth Group Inc 5.626 -56,81 509 -56,31
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 22.353 -0,37 2.024 0,80
2026-04-27 13F Beacon Advisors Holdings, Llc 101.151 -1,01 9.157 0,19
2026-05-15 13F Shufro Rose & Co Llc 37.248 -0,10 3.372 1,11
2026-05-07 13F Omnia Family Wealth, LLC 145.431 -2,00 13.166 -0,83
2026-04-08 13F Heritage Family Offices, LLP 31.301 -8,98 2.834 -7,90
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 2.398 -10,19 217 -8,82
2026-05-12 13F Marion Wealth Management 338.979 -1,73 30.688 -4,68
2026-04-17 13F Nova R Wealth, Inc. 139.207 -3,61 12.602 -2,45
2026-04-22 13F Monument Group Wealth Advisors, LLC 0 -100,00 0
2026-05-11 13F Fourth Dimension Wealth, LLC 20.258 -3,85 1.834 -2,71
2026-05-18 13F Edgestream Partners, L.P. 6.077 -32,46 550 -31,59
2026-05-14 13F Bank Of Nova Scotia 0 -100,00 0
2026-02-03 13F Vantage Financial Partners, LLC 7.053 -3,44 631 -1,10
2026-05-11 13F Salomon & Ludwin, LLC 1.257 -4,84 115 -2,56
2026-01-23 13F Bowman & Co S.C. 66.135 -2,05 5.916 0,36
2026-05-21 13F BankChampaign, National Association 0 -100,00 0 -100,00
2026-05-06 13F Cabot-Wellington, LLC 711.044 -3,55 64.371 -2,40
2026-04-21 13F J.E. Simmons & Co., P.C. 7.403 -6,81 670 -5,63
2026-04-16 13F Consolidated Planning Corp 5.109 -48,67 463 -48,09
2026-05-15 13F Quadrature Capital Ltd 0 -100,00 0
2026-05-28 13F Henshaw Capital LLC 0 -100,00 0 -100,00
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-05-06 13F Atlantic Trust, LLC 2.252 -33,39 204 -32,78
2026-05-01 13F Consilio Wealth Advisors, Llc 89.744 -0,86 8.125 0,33
2026-05-12 13F Cascade Financial Partners, LLC 23.998 -0,13 2.173 1,07
2026-05-13 13F Tiemann Investment Advisors, Llc 131.508 -1,67 11.905 -0,49
2026-04-27 13F Smith & Howard Wealth Management, LLC Put 0 -100,00 0
2026-05-15 13F Select Equity Group, L.P. 0 -100,00 0
2026-04-28 13F Walkner Condon Financial Advisors LLC 9.992 -7,58 905 -6,51
2026-05-14 13F Seven Springs Wealth Group, LLC 7.821 -1,18 708 0,14
2026-05-07 13F Sage Advisory Services, Ltd.Co. 62.980 -44,59 5.702 -43,92
2026-05-12 13F Bear Mountain Capital, Inc. 14.186 -0,13 1.377 4,80
2026-02-13 13F Silicon Valley Capital Partners 0 -100,00 0
2026-05-07 13F Agf Management Ltd 84.081 -1,38 7.612 -0,21
2026-05-15 13F Wellspring Financial Advisors, LLC 1.620.720 -5,28 90.797 -8,48
2026-04-28 13F Astoria Portfolio Advisors LLC. 0 -100,00 0
2026-05-06 13F World Equity Group, Inc. 2.577 -37,62 233 -36,86
2026-04-16 13F Klaas Financial Asset Advisors, LLC 14.990 -1,64 1.357 -0,44
2026-05-05 13F Almanack Investment Partners, LLC. 0 -100,00 0
2026-04-10 13F Impact Capital Partners LLC 7.415 -22,42 671 -21,52
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-05-04 13F Legacy Financial Group LLC 5.198 -2,51 471 -7,11
2026-05-04 13F Redwood Park Advisors LLC 601 -7,68 54 -6,90
2026-02-17 13F High Falls Advisors, Inc 3.280 -42,01 293 -40,57
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 49.721 -7,68 4.501 -6,58
2026-05-01 13F Summit Financial Strategies, Inc. 2.236 -5,81 202 -4,72
2026-05-06 13F Proffitt & Goodson Inc 1.677 -31,75 152 -31,05
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22.988 -23,70 2.081 -22,78
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-23 13F Private Wealth Management Group, LLC 1.944 -0,21 176 0,57
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 3.515 -2,79 318 -1,55
2026-05-15 13F Laird Norton Trust Company, Llc 32.858 -0,19 2.975 0,98
2026-04-15 13F Motive Wealth Advisors 150.015 -1,44 13.581 -0,26
2026-05-13 13F Cynosure Management, Llc 14.581 -17,34 1.320 -16,35
2026-05-08 13F Princeton Capital Management Llc 0 -100,00 0
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-05-08 13F Minot DeBlois Advisors LLC 950 -13,64 86 -12,24
2026-05-01 13F Advisors Capital Management, LLC 22.502 -1,56 2.037 -0,39
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 9.543 -0,37 864 0,82
2026-04-28 13F Shayne & Co., Llc 10.933 -0,83 990 0,30
2026-05-06 13F Lockheed Martin Investment Management Co 560.000 -21,68 50.697 -20,74
2026-04-27 13F Proathlete Wealth Management Llc 168.468 -2,43 15.252 -1,27
2026-05-11 13F Wealth Dimensions Group, Ltd. 79.407 -5,08 7.189 -3,94
2026-05-12 13F BOK Financial Private Wealth, Inc. 546.166 -0,21 49.444 0,99
2026-04-13 13F Clayton Financial Group LLC 67.898 -3,23 6.147 -2,09
2026-04-22 13F Evensky & Katz LLC 12.027 -5,54 1 0,00
2026-04-27 13F Exencial Wealth Advisors, Llc 187.765 -1,97 16.998 -0,80
2026-04-13 13F First Hawaiian Bank 926.698 -0,74 83.894 0,45
2026-04-23 13F Fortune Financial Group, Inc. 5.818 -55,50 527 52.500,00
2026-05-11 13F Godfrey Financial Associates, Inc. 8.266 -7,81 748 -6,73
2026-05-13 13F Adviser Investments LLC 147.820 -20,09 13.382 -19,13
2026-05-15 13F Talisman Wealth Advisors LLC 5.664 -31,59 513 -30,81
2026-04-21 13F Red Tortoise LLC 92.305 -3,23 8.356 -2,07
2026-04-30 13F Beacon Capital Management, Inc. 0 -100,00 0
2026-05-01 13F Avid Wealth Partners LLC 3.868 -86,68 350 -86,52
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-04-15 13F Occidental Asset Management, LLC 8.461 -0,39 766 0,79
2026-05-05 13F EnRich Financial Partners LLC 4.418 -13,25 400 -12,31
2026-05-15 13F Lifetime Wealth Management P.C. 0 -100,00 0 -100,00
2026-05-07 13F Bearing Point Capital, Llc 35.400 -7,21 3.205 -6,10
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-04-24 13F Michels Family Financial, LLC 2.853 -4,49 258 -3,37
2026-05-14 13F StoneX Group Inc. 13.829 -30,08 1.252 -29,32
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-14 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-04-10 13F Boston Research & Management Inc 69.552 -0,33 6 0,00
2026-04-21 13F Vigil Wealth Management, LLC 2.709 -0,59 245 0,82
2026-05-01 13F Holistic Planning, LLC 9.885 -4,18 895 -3,04
2026-04-15 13F AlphaStar Capital Management, LLC 4.443 -19,10 402 -18,13
2026-04-15 13F Financial Management Professionals, Inc. 4.834 -1,27 438 0,00
2026-04-27 13F Great Point Wealth Advisors, LLC 14.380 -3,34 1.302 -2,18
2026-04-07 13F First Citizens Financial Corp 8.639 -4,85 782 -3,69
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 5.726 -50,00 518 -50,57
2026-04-23 13F Emerald Advisors, LLC 41.832 -39,45 3.787 -38,72
2026-05-20 13F/A Arete Wealth Advisors, LLC 29.245 -9,19 2.647 132.200,00
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-04-17 13F PMG Wealth Management, Inc. 7.226 -85,94 654 -85,78
2026-05-15 13F Passaic Partners LLC 2.036.600 -9,72 184.373 -8,64
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-15 13F Northeast Financial Group, Inc. 0 -100,00 0
2026-05-04 13F Clear Investment Research, Llc 7.003 -41,20 634 -40,56
2026-04-07 13F Farther Finance Advisors, LLC 634.319 -9,76 58.298 -7,29
2026-04-23 13F Interchange Capital Partners, LLC 85.352 -8,68 6.682 -20,08
2026-05-14 13F Phillips Wealth Planners LLC 6.484 -3,24 630 1,62
2026-04-28 13F Stratos Wealth Advisors, LLC 34.293 -0,35 3.105 0,84
2026-04-29 13F Financial Life Advisors 0 -100,00 0
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 161 -68,62 15 -68,89
2026-04-10 13F Voisard Asset Management Group, Inc. 7.449 -5,23 674 -4,13
2026-04-09 13F IFG Advisors, LLC 0 -100,00 0
2026-05-04 13F Bridges Investment Management Inc 41.009 -4,19 3.713 -3,03
2026-04-23 13F Glass Jacobson Investment Advisors llc 5.881 -1,08 532 0,19
2026-04-15 13F Single Point Partners, LLC 215.431 -0,57 19.503 0,62
2026-05-13 13F Calton & Associates, Inc. 11.090 -12,88 1.004 -11,86
2026-04-27 13F Nationwide Fund Advisors 2.412.970 -8,33 218.446 -7,23
2026-05-14 13F HighPoint Advisor Group LLC 26.725 -4,25 2.419 -3,08
2026-04-20 13F Courier Capital Llc 155.098 -10,22 14.041 -9,14
2026-05-06 13F MorganRosel Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Allworth Financial LP 28.826 -1,74 2.610 -0,57
2026-02-17 13F German American Bancorp, Inc. 0 -100,00 0
2026-04-29 13F Efficient Advisors, LLC 4.228 -5,01 383 -4,02
2026-04-29 13F CFS Investment Advisory Services, LLC 67.002 -7,99 6.532 0,26
2026-05-04 13F Heritage Wealth Architects, Inc. 17.661 -2,80 1.685 -0,65
2026-04-24 13F 4Thought Financial Group Inc. 35.601 -13,93 3.223 -12,92
2026-04-14 13F Opal Wealth Advisors, LLC 2.768 -30,22 251 -29,38
2026-05-07 13F Key Capital Management, INC 138 -59,17 12 -60,00
2026-05-07 13F Cutler Investment Counsel Llc 490.822 -1,52 44.434 -0,34
2026-05-13 13F Freestone Capital Holdings, LLC 107.958 -0,34 9.773 0,86
2026-04-20 13F Bennett Associates Wealth Management 165.197 -0,32 14.955 0,87
2026-04-13 13F CGC Financial Services, LLC 1.498 -1,19 136 0,00
2026-05-04 13F Citizens National Bank Trust Department 6.377 -1,85 577 -0,69
2026-04-24 13F Private Advisor Group, LLC 463.454 -0,98 41.956 0,21
2026-04-13 13F Arwa Llc 15.163 -1,44 1.443 4,80
2026-04-22 13F Samalin Investment Counsel, LLC 4.801 -4,31 435 -3,12
2026-04-27 13F TCI Wealth Advisors, Inc. 9.033 -4,53 818 -3,43
2026-05-05 13F Capital Investment Advisory Services, LLC 8.996 -88,21 814 -88,08
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Cowa, Llc 31.714 -24,91 2.871 -24,01
2026-04-06 13F Rosenberg Matthew Hamilton 4.431 -7,42 401 -6,31
2026-04-17 13F HHM Wealth Advisors, LLC 713 -8,47 65 -7,25
2026-04-22 13F Norris Perne & French Llp/mi 2.247 -49,83 203 -49,25
2026-05-14 13F RMG Wealth Management LLC 0 -100,00 0
2026-05-13 13F Petra Financial Advisors Inc 0 -100,00 0
2026-05-11 13F Empirical Asset Management, LLC 19.541 -0,34 1.769 0,86
2026-02-13 13F Pine Valley Investments Ltd Liability Co 8.788 -0,37 786 2,08
2026-05-06 13F Arcus Capital Partners, LLC 0 -100,00 0
2026-05-01 13F American Trust 10.058 -3,85 911 -2,67
2026-05-11 13F National Wealth Management Group, LLC 3.303 -1,49 299 0,00
2026-05-08 13F Westview Management dba Westview Investment Advisors 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 3.178.400 -9,60 284.340 92.821,24
2026-05-04 13F Brookwood Investment Group LLC 3.675 -5,60 333 -4,60
2026-04-17 13F Ignite Planners, LLC 32.351 -0,87 2.929 -4,56
2026-04-21 13F Pallas Capital Advisors LLC 15.524 -9,22 1.405 -8,11
2026-04-13 13F Waycross Investment Management Co 0 -100,00 0
2026-05-04 13F Alta Wealth Advisors LLC 5.758 -7,72 521 -6,63
2026-05-05 13F Strategic Investment Management, Llc 167.931 -41,44 15.203 -40,74
2026-04-15 13F Iams Wealth Management, Llc 4.294 -8,70 389 -7,62
2026-04-27 13F/A New World Advisors LLC 5.223 -14,08 473 -13,08
2026-05-07 13F True North Advisors, LLC 3.223 -23,77 292 -23,02
2026-04-02 13F Stairway Partners, LLC 3.088.039 -0,31 279.560 0,88
2026-02-17 13F Cardiff Park Advisors, Llc 0 -100,00 0
2026-04-24 13F Alaska Permanent Capital Management 1.232.051 -15,97 111.180 -15,09
2026-05-11 13F MainStreet Investment Advisors LLC 7.510 -1,31 680 -0,15
2026-04-17 13F Bellecapital International Ltd. 0 -100,00 0
2026-05-13 13F Mpwm Advisory Solutions, Llc 1.163 -24,72 105 -23,91
2026-05-12 13F Planwiser Financial, Llc 3.866 -0,18 373 4,20
2026-04-06 13F Miller Global Investments, LLC 0 -100,00 0
2026-04-22 13F Sutton Place Investors Llc 9.206 -0,84 833 0,36
2026-04-20 13F Ronald Blue Trust, Inc. 55.837 -11,83 5.055 -10,79
2026-05-04 13F Lifeworks Advisors, LLC 3.032 -2,79 274 -1,79
2026-05-14 13F Fort Point Capital Partners LLC 424.843 -2,10 38.461 -4,19
2026-05-07 13F Planning Alternatives Ltd /adv 14.217 -2,54 1.287 -1,30
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 69.155 -10,35 6.261 -9,28
2026-02-17 13F Main Street Financial Solutions, LLC 20.207 -5,42 1.808 -3,11
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 150.731 -0,06 13.646 1,13
2026-02-09 13F Financial Advisory Corp /ut/ /adv 84.919 -4,20 8 0,00
2026-05-22 13F Wellington Grp LLC 4.772 -29,49 432 -28,60
2026-04-28 13F Fundamentun, Llc 10.212 -86,19 925 -86,03
2026-04-16 13F MontVue Capital Management, Inc. 5.297 -8,85 480 -7,71
2026-05-15 13F Toronto Dominion Bank 46.626 -10,02 4.227 -8,74
2026-04-20 13F Boyd Wealth Management, LLC 50.114 -0,05 4.537 1,14
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 1.088.243 -2,51 98.519 -1,34
2026-02-13 13F Total Wealth Planning, Llc 3.366 -89,67 301 -89,41
2026-04-20 13F McKinley Carter Wealth Services, Inc. 376.669 -41,80 34.100 -41,11
2026-04-08 13F Community Financial Services Group, LLC 4.998 -13,39 459 -11,05
2026-05-15 13F Talon Private Wealth, LLC 9.422 -6,16 853 1,79
2026-05-15 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-02 13F Collective Family Office Llc 25.483 -9,27 2.307 -8,20
2026-05-14 13F Milestone Asset Management Group, LLC 19.960 -2,92 1.807 -1,79
2026-04-15 13F Merit Financial Group, LLC 541.491 -7,87 49.021 -6,77
2026-05-15 13F Destination Wealth Management 7.180 -11,87 650 -10,71
2026-04-16 13F Heck Capital Advisors, LLC 415.923 -8,85 37.653 -7,76
2026-04-08 13F Hardin Capital Partners, LLC 3.207 -1,54 290 -0,34
2026-04-24 13F Enzi Wealth 5.246 -11,28 475 -13,35
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 2.883.498 -67,62 261.043 -67,23
2026-02-17 13F Snowden Capital Advisors LLC 112.590 -0,34 10.072 2,12
2026-05-08 13F Russell Investments Group, Ltd. 31.693 -8,64 2.869 -7,54
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 0 -100,00 0
2026-04-20 13F Cardinal Strategic Wealth Guidance 5.778 -6,41 523 -5,25
2026-05-05 13F Atria Investments Llc 556.362 -3,67 50.367 -2,52
2026-01-13 13F Stephens Consulting, LLC 71.189 -1,19 6.369 1,24
2026-04-10 13F FORM Wealth Advisors, LLC 1.337.502 -4,43 121.084 -3,28
2026-04-17 13F Berman McAleer LLC 162.376 -3,18 14.700 -2,02
2026-05-15 13F Ascent Group, LLC 116.191 -2,30 10.519 -1,14
2026-05-14 13F Keebeck Wealth Management, LLC 15.064 -15,89 1.364 -14,92
2026-04-28 13F Kanawha Capital Management Llc 31.532 -17,19 2.855 -16,21
2026-05-15 13F Ameriflex Group, Inc. 1.154 -2,20 105 -0,95
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-04-08 13F Fermata Advisors, LLC 8.848 -2,43 801 -1,23
2026-04-21 13F Kooman & Associates 17.535 -0,48 1.587 0,70
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-04-15 13F Riversedge Advisors, Llc 170.734 -2,28 15.457 -1,11
2026-04-07 13F Bulwark Capital Corp 11.840 -0,50 1.072 0,66
2026-05-04 13F Rodgers & Associates, LTD 96.237 -2,57 8.712 -1,40
2026-05-12 13F Alerus Financial Na 64 -24,71 6 -28,57
2026-04-20 13F Hoxton Planning & Management, LLC 18.222 -1,34 1.650 -0,18
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 19.588 -17,12 1.773 -16,13
2026-05-01 13F Coordinated Financial Services, Inc. 16.036 -3,37 1.452 -2,22
2026-05-06 13F Leuthold Group, Llc 66.484 -0,61 6.019 0,58
2026-01-28 13F Milestone Asset Management, Llc 0 -100,00 0
2026-05-12 13F Acorn Creek Capital Llc 130.642 -1,68 11.827 -0,50
2026-04-22 13F Wetzel Investment Advisors, Inc. 13.494 -10,16 1.222 -9,08
2026-05-11 13F Daymark Wealth Partners, Llc 15.591 -4,23 1.411 -3,09
2026-05-07 13F Commonwealth Financial Services, LLC 2.411 -97,72 218 -97,70
2026-05-15 13F Vestmark Advisory Solutions, Inc. 382.253 -9,58 34.605 -8,49
2026-05-15 13F National Bank Of Canada /fi/ 407.939 -17,79 36.937 -16,80
2026-05-13 13F Brinker Capital Investments, LLC 669.791 -0,33 60.636 0,86
2026-05-01 13F Anchor Investment Management, LLC 3.152 -10,05 285 -8,95
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-05-07 13F First National Trust Co 1.029.785 -4,10 93.226 -2,96
2026-05-15 13F Point72 Asset Management, L.P. Put 0 -100,00 0
2026-04-27 13F Sharp Financial Services, LLC 11.373 -5,25 1.030 -4,10
2026-04-16 13F Security National Bank 0 -100,00 0
2026-05-04 13F Avantax Planning Partners, Inc. 5.035 -2,97 456 -1,94
2026-05-14 13F Main Management LLC 174.188 -13,73 16 -16,67
2026-04-10 13F Revolve Wealth Partners, LLC 522.492 -10,42 47.301 -9,35
2026-05-12 13F First American Trust, Fsb 10.822 -2,98 980 -1,81
2026-04-28 13F Berkshire Bank 366.168 -1,25 33.149 -0,07
2026-04-21 13F PDS Planning, Inc 187.242 -0,06 16.951 1,14
2026-05-11 13F POM Investment Strategies, LLC 2.886 -96,91 261 -96,88
2026-04-20 13F Clune & Associates, Ltd. 2.300 -6,20 208 -5,02
2026-04-29 13F Hughes Financial Services, LLC 195 -31,10 18 -32,00
2026-05-01 13F Lincoln Capital LLC 17.510 -3,99 1.584 -2,94
2026-05-13 13F Daner Wealth Management, LLC 82.751 -0,44 7.987 -1,32
2026-05-12 13F Causey Wealth LLC 2.228 -12,04 202 -11,06
2026-04-23 13F Harbor Investment Advisory, Llc 93.090 -2,72 8.427 -1,57
2026-04-13 13F LexAurum Advisors, LLC 3.146 -7,09 285 -3,73
2026-02-13 13F Axim Planning & Wealth 0 -100,00 0
2026-05-15 13F Inkwell Capital Llc 24.811 -0,40 2.246 0,81
2026-04-06 13F GAMMA Investing LLC 17.722 -0,49 1.604 0,69
2026-05-14 13F Rock Point Advisors, LLC 2.558 -1,16 232 0,00
2026-05-11 13F Strengthening Families & Communities, LLC 250 -1,19 23 0,00
2026-05-12 13F Financial Network Wealth Management LLC 2.248 -35,12 0
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-13 13F Sepio Capital, LP 15.092 -8,68 1.366 -7,58
2026-01-26 13F Decker Retirement Planning Inc. 0 -100,00 0
2026-05-05 13F Plante Moran Financial Advisors, LLC 4.179 -1,44 378 -0,26
2026-05-12 13F Curio Wealth, Llc 1.912 -14,60 173 -13,93
2026-01-29 13F Jim Saulnier & Associates, Llc 0 -100,00 0
2026-05-01 13F Sawgrass Asset Management Llc 2.564 -97,78 232 -97,76
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 18.600 -8,17 1.684 -7,12
2026-05-12 13F Vista Private Wealth Partners. LLC 16.020 -45,12 1.559 -36,04
2026-05-11 13F Aptus Capital Advisors, LLC 48.007 -3,27 4.346 -2,10
2026-04-02 13F Silverleafe Capital Partners, LLC 131.837 -0,43 11.935 0,76
2026-04-10 13F Magnus Financial Group LLC 9.034 -60,85 818 -60,42
2026-05-15 13F IMG Wealth Management, Inc. 2.273 -28,86 206 -28,07
2026-05-15 13F Strategies Wealth Advisors, LLC 331.441 -16,90 30.005 -15,91
2026-04-21 13F AA Financial Advisors, LLC 27.714 -16,58 2.509 -15,61
2026-05-05 13F PFG Advisors 30.388 -18,95 2.751 -17,98
2026-04-24 13F Newton One Investments LLC 931 -30,16 84 -29,41
2026-04-10 13F First Bank & Trust 20.865 -0,75 1.889 0,43
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-24 13F United Community Bank 3.700 -35,47 335 -34,77
2026-04-22 13F Invera Wealth Advisors, LLC 48.349 -3,48 4.377 -2,32
2026-04-29 13F Capital Planning LLC 6.950 -23,37 629 -23,20
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-06 13F Oxford Financial Group Ltd 15.492 -0,79 1.402 0,43
2026-05-15 13F XTX Topco Ltd 0 -100,00 0
2026-05-11 13F Ellevest, Inc. 59.041 -1,16 5.345 0,02
2026-05-20 13F SOA Wealth Advisors, LLC. 6.491 -4,98 588 -3,93
2026-05-14 13F We Are One Seven, LLC 122.429 -22,52 11.084 -21,59
2026-04-21 13F S Harris Financial Group, LLC 8.591 -5,81 778 -4,66
2026-04-23 13F American National Bank 2.876 -0,79 260 0,39
2026-04-07 13F Central Pacific Bank - Trust Division 61.553 -39,09 5.572 -38,36
2026-04-15 13F Elevatus Welath Management 10.307 -6,94 933 -5,76
2026-04-08 13F Infinity Wealth Counsel, LLC 30.545 -0,07 2.765 1,13
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 2.900 -0,48 262 0,77
2026-04-07 13F Retirement Wealth Solutions LLC 16.285 -0,61 1.474 0,61
2026-05-14 13F Massachusetts Financial Services Co /ma/ 229.453 -37,75 20.774 -37,00
2026-05-05 13F Regency Capital Management Inc.\DE 4.242 -19,77 384 -18,64
2026-05-13 13F Alesco Advisors Llc 1.484.614 -2,44 134.402 -1,27
2026-05-06 13F Sentinus, LLC 73.018 -8,31 6.610 -7,22
2026-01-12 13F Accelerate Investment Advisors LLC 0 -100,00 0
2026-05-04 13F LJI Wealth Management, LLC 6.112 -1,21 553 0,00
2026-04-09 13F Kwmg, Llc 11.053 -0,44 1.001 0,70
2026-05-07 13F Summit Global Investments 4.025 -9,12 0
2026-05-07 13F Conquis Financial Llc 492 -13,07 46 -8,00
2026-05-14 13F First Commonwealth Financial Corp /pa/ 10.111 -19,57 915 -18,59
2026-05-14 13F Financial Engines Advisors L.L.C. 359.593 -4,17 32.554 -3,02
2026-04-30 13F William Howard & Co Financial Advisors Inc 55.734 -0,57 5.046 0,62
2026-05-15 13F Mission Wealth Management, Lp 1.539.531 -53,03 139.374 -52,47
2026-05-12 13F Icon Wealth Advisors, LLC 19.174 -0,36 1.791 4,01
2026-05-05 13F Regions Financial Corp 952.567 -9,36 86.236 -8,27
2026-05-05 13F CPA Asset Management LLC 5.427 -1,20 491 0,00
2026-05-14 13F JRM Investment Counsel, LLC 12.461 -25,13 1.128 -24,19
2026-05-08 13F Fire Capital Management LLC 32.967 -0,31 2.985 0,88
2026-04-21 13F Marietta Wealth Management, LLC 62.490 -2,58 5.657 -1,41
2026-04-28 13F K2 Financial Inc. 12.151 -1,81 1.157 2,39
2026-04-24 13F Palouse Capital Management, Inc. 0 -100,00 0
2026-05-12 13F Benjamin Edwards Inc 15.120 -37,57 1.369 -36,84
2026-05-08 13F Wealthedge Investment Advisors, Llc 43.863 -18,03 3.971 -17,07
2026-05-14 13F Lbmc Investment Advisors, Llc 595.160 -0,42 53.880 0,77
2026-05-04 13F First National Bank of Hutchinson 3.274 -55,44 296 -54,95
2026-04-20 13F Kfg Wealth Management, Llc 2.309 -3,31 209 -1,88
2026-05-04 13F Procyon Private Wealth Partners, LLC 7.208 -23,45 653 -22,57
2026-04-17 13F Signal Advisors Wealth, LLC 3.828 -5,18 347 -4,16
2026-04-20 13F Joel Adams & Associates, Inc. 57.022 -0,87 5.162 0,33
2026-05-14 13F Cwm, Llc 736.098 -22,52 66.639 79.230,95
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-05-06 13F Bessemer Group Inc 88.199 -0,30 8 0,00
2026-02-23 13F Continental Investors Services, Inc. 0 -100,00 0
2026-05-13 13F Signature Equity Partners, LLC 2.111 -4,61 191 -3,54
2026-05-06 13F Brio Consultants, LLC 66.085 -7,12 6.306 -0,91
2026-04-15 13F Journey Strategic Wealth Llc 17.831 -0,45 1.614 0,75
2026-04-14 13F Sterling Investment Advisors Llc /adv 403.818 -2,57 36.558 -1,41
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-05-05 13F Northstar Financial Companies, Inc. 0 -100,00 0
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-04-16 13F Upper Left Wealth Management, LLC 3.073 -6,14 278 -4,79
2026-02-17 13F Custos Family Office, LLC 89.240 -9,93 7.983 -7,71
2026-05-07 13F Avidian Wealth Solutions, LLC 1.726.878 -4,13 156.334 -2,98
2026-04-08 13F Archer Investment Management, LLC 2.821 -74,17 255 -73,90
2026-04-30 13F First National Bank & Trust Co Of Newtown 220.205 -15,12 19.935 -14,11
2026-05-18 13F Centaurus Financial, Inc. 11.405 -1,47 1 0,00
2026-05-04 13F Carrera Capital Advisors 65.267 -0,65 5.909 0,53
2026-04-08 13F Stephens Group Asset Management, Llc 165.682 -0,73 14.999 0,46
2026-04-16 13F Balboa Wealth Partners 7.842 -0,43 710 0,71
2026-04-28 13F South Shore Capital Advisors 5.764 -10,64 522 -9,55
2026-04-28 13F Argonautica Private Wealth Management, Inc 29.085 -0,31 2.633 0,88
2026-05-01 13F Rossmore Private Capital 138.881 -2,13 12.573 -0,97
2026-05-01 13F Richardson Financial Services Inc. 5.764 -2,06 522 -0,95
2026-04-22 13F MFA Wealth Services 13.217 -1,98 1.196 -0,83
2026-04-22 13F SFG Wealth Management, LLC. 2.750 -0,76 249 0,40
2026-04-22 13F Horizon Bancorp Inc /in/ 93.515 -1,89 8 0,00
2026-04-08 13F Mirador Capital Partners LP 0 -100,00 0
2026-04-24 13F Heritage Investors Management Corp 132.871 -1,39 12 0,00
2026-04-29 13F Strategic Blueprint, LLC 27.919 -5,27 2.528 -4,14
2026-04-24 13F Keystone Global Partners, LLC 28.145 -14,97 2.548 -13,98
2026-02-13 13F Carter Financial Group, INC. 0 -100,00 0
2026-04-21 13F One Wealth Advisors, LLC 8.145 -0,86 737 0,27
2026-02-06 13F GPS Wealth Strategies Group, LLC 54 -96,89 5 -97,35
2026-01-15 13F Brady Martz Wealth Solutions, LLC 0 -100,00 0
2026-05-07 13F Wharton Business Group, LLC 29.518 -3,69 2.672 -2,52
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Sensible Money, LLC 5.545 -2,53 502 -1,18
2026-05-12 13F Argentarii, LLC 6.649 -18,41 602 -17,56
2026-05-06 13F DecisionPoint Financial, LLC 1.446 -8,94 131 -8,45
2026-05-04 13F Copia Wealth Management 4.288 -14,14 388 -13,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1.973.972 -21,67 180.034 -21,98
2026-04-30 13F Colton Groome Financial Advisors, Llc 31.437 -1,18 2.846 0,00
2026-04-24 13F Cornerstone Partners Capital Management, Llc 21.964 -13,93 1.988 -12,88
2026-04-28 13F Hardy Reed LLC 125.739 -0,07 11.383 1,13
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 266 -7,32 24 -4,00
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-06 13F Angeles Wealth Management, Llc 12.042 -5,75 1.090 -4,64
2026-04-13 13F Market Street Wealth Management Advisors Llc 14.371 -4,21 1.301 -3,06
2026-04-21 13F Paradigm Financial Partners, Llc 52.161 -0,41 4.722 0,79
2026-05-01 13F SFE Investment Counsel 0 -100,00 0
2026-04-24 13F Swmg, Llc 101.308 -6,97 9.171 -11,96
2026-04-23 13F Intrua Financial, LLC 41.600 -0,61 3.766 0,59
2026-05-13 13F Parkside Financial Bank & Trust 68.767 -0,21 6.225 0,99
2026-05-11 13F WealthTrust Axiom LLC 2.219 -3,65 201 -2,91
2026-04-08 13F Sax Wealth Advisors, Llc 26.787 -0,45 2.396 -0,46
2026-04-17 13F Kennebec Savings Bank 6.256 -3,04 566 -1,91
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 6.910 -7,99 626 -6,86
2026-05-11 13F West Wealth Group, LLC 2.859 -8,77 259 -7,86
2026-04-23 13F Bestgate Wealth Advisors, LLC 16.682 -11,82 1.510 -10,76
2026-05-12 13F Stokes Family Office, LLC 119.175 -0,75 10.789 0,43
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-05-05 13F Fusion Family Wealth LLC 584.673 -0,21 52.930 0,95
2026-05-15 13F Widmann Financial Services, Inc. 114.493 -0,12 10.365 1,08
2026-04-14 13F Precedent Wealth Partners, Llc 0 -100,00 0
2026-04-14 13F Twelve Points Wealth Management LLC 3.956 -1,69 358 -3,24
2026-04-20 13F Tanglewood Wealth Management, Inc. 54.279 -2,66 4.914 -1,50
2026-02-13 13F Luminist Capital LLC 0 -100,00 0
2026-04-28 13F Powerhouse Assets LLC 37.715 -0,26 3.414 0,95
2026-04-27 13F Independent Solutions Wealth Management, LLC 113.250 -3,82 10.252 -2,67
2026-05-06 13F FSA Advisors, Inc. 3.976 -94,62 360 15,06
2026-05-08 13F Prime Capital Investment Advisors, LLC 637.728 -8,42 57.734 -7,32
2026-05-12 13F Bank of Jackson Hole Trust 42.265 -0,51 3.826 0,68
2026-04-13 13F Ullmann Financial Group, Inc. 209.111 -4,91 18.931 -2,28
2026-05-08 13F LaSalle St. Investment Advisors, LLC 5.596 -5,85 507
2026-04-20 13F TFB Advisors LLC 64.633 -22,94 5.851 -22,01
2026-05-05 13F Generations Wealth, LLC 9.505 -3,60 860 -2,49
2026-04-09 13F Everhart Financial Group, Inc. 22.297 -0,46 2.019 0,75
2026-04-23 13F iA Global Asset Management Inc. 336.463 -6,15 30 -6,25
2026-04-30 13F Opus Capital Group, LLC 780.448 -2,50 71 -1,41
2026-05-06 13F Hallmark Capital Management Inc 20.621 -5,97 1.867 -4,84
2026-05-07 13F Lowe Brockenbrough & Co Inc 197.051 -0,32 17.839 0,87
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-21 13F Waterway Wealth Management, LLC 261.887 -1,61 20.235 0,86
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-29 13F Sigma Investment Counselors Inc 249.208 -1,07 22.561 0,11
2026-04-13 13F Cypress Point Wealth Management, LLC 3.942 -20,23 357 -19,46
2026-04-15 13F QTR Family Wealth, LLC 3.951 -3,92 382 -4,50
2026-04-29 13F Axxcess Wealth Management, Llc 231.432 -1,60 20.952 -0,42
2026-05-13 13F Lido Advisors, LLC 1.333.556 -30,81 120.732 -29,29
2026-05-13 13F Richard W. Paul & Associates, LLC 115.797 -2,62 10.483 -1,45
2026-04-14 13F Nbc Securities, Inc. 3.699 -8,53 335 -7,48
2026-04-29 13F Nilsine Partners, LLC 29.880 -0,16 2.828 5,64
2026-04-30 13F Petix & Botte Co 104.924 -45,98 19.296 11,06
2026-05-01 13F UNIVEST FINANCIAL Corp 15.201 -14,49 1.376 -13,46
2026-04-28 13F Quent Capital, LLC 25.897 -0,46 2.344 0,73
2026-05-05 13F Sofi Wealth, Llc 27 -32,50 2 -33,33
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100,00 0
2026-04-16 13F Annex Advisory Services, LLC 0 -100,00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 345.144 -9,39 31.246 -8,31
2026-04-28 13F Integrated Advisors Network LLC 200.468 -17,74 18.148 -16,76
2026-05-07 13F FourThought Financial Partners, LLC 0 -100,00 0
2026-04-16 13F Ballast Rock Private Wealth LLC 17.177 -0,16 1.555 1,04
2026-05-12 13F Wakefield Asset Management LLLP 46.866 -0,93 4.243 0,26
2026-04-17 13F Boston Private Wealth Llc 508.385 -4,79 46.024 -3,65
2026-05-15 13F Bank Of America Corp /de/ 203.094.934 -10,83 18.386.184 -9,76
2026-04-09 13F Secure Asset Management, LLC 4.134 -3,34 374 -2,09
2026-04-27 13F Denver Wealth Management, Inc. 0 -100,00 0
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 0 -100,00 0
2026-05-14 13F Mission Creek Capital Partners, Inc. 7.128 -6,81 645 -5,70
2026-04-13 13F Thayer Financial, L.L.C. 5.378 -1,48 487 -0,41
2026-05-01 13F BKD Wealth Advisors, LLC 174.227 -5,96 15.773 -4,83
2026-04-13 13F Kmg Fiduciary Partners, Llc 74.845 -12,52 6.776 -11,47
2026-05-11 13F Vantagepoint Investment Advisers Llc 4.232.459 -5,11 383.165 -3,98
2026-04-28 13F Bravias Capital Group, LLC 3.443 -4,36 312 -3,42
2026-04-15 13F Tenzing Financial LLC 19.671 -0,46 1.887 6,73
2026-05-12 13F PCM Encore, LLC 58.988 -0,14 5.340 1,06
2026-05-05 13F NerdWallet Wealth Partners, LLC 3.014 -0,10 273 1,12
2026-05-14 13F Entrewealth, Llc 0 -100,00 0
2026-05-06 13F Heritage Wealth Management, Inc./Texas 3.425 -0,03 310 1,31
2026-04-22 13F Onyx Bridge Wealth Group LLC 2.322 -6,45 210 -5,41
2026-04-28 13F Altfest L J & Co Inc 15.879 -2,04 1.438 -0,90
2026-04-28 13F Canvas Wealth Advisors, LLC 49.315 -18,27 4.465 -17,30
2026-05-05 13F Coquina Private Wealth LLC 18.374 -6,80 1.663 -5,67
2026-02-13 13F Seven Mile Advisory 0 -100,00 0
2026-05-04 13F SJA Financial Advisory, LLC 258.139 -2,03 23.369 -0,86
2026-04-29 13F Resonant Capital Advisors, LLC 406.336 -10,26 36.786 -9,18
2026-05-14 13F C M Bidwell & Associates Ltd 14.308 -0,04 1.295 1,17
2026-02-13 13F Clarity Asset Management, Inc. 0 -100,00 0
2026-04-22 13F Smallwood Wealth Investment Management, LLC 477 -76,08 43 -75,84
2026-04-28 13F Harbor Capital Advisors, Inc. 132.074 -44,92 12 -47,62
2026-04-08 13F Cambridge Financial Group, LLC 36.522 -0,94 3.306 26,96
2026-05-14 13F Vivaldi Capital Management, LLC 21.496 -7,10 1.946 -5,99
2026-04-27 13F Meramec Financial Planners, LLC 63.548 -6,49 6.167 -5,14
2026-04-21 13F Pinnacle Associates Ltd 18.293 -4,68 1.656 -3,50
2026-04-16 13F Clark Asset Management, LLC 11.430 -15,88 1.035 -14,90
2026-05-01 13F Diversify Advisory Services, LLC 4.390 -94,77 410 -94,75
2026-05-14 13F Vident Advisory, LLC 8.689 -1,33 787 -0,13
2026-05-11 13F Chilton Capital Management Llc 119 -47,58 11 -50,00
2026-04-24 13F EJMK Ventures LLC 4.083 -64,54 370 -64,17
2026-04-28 13F Meridian Investment Counsel Inc. 3.116 -0,95 282 0,36
2026-05-14 13F Gwn Securities Inc. 26.691 -3,64 2.416 -2,46
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-05-06 13F ProVise Management Group, LLC 2.393 -1,20 217 0,00
2026-05-13 13F Trajan Wealth LLC 173.956 -2,51 15.748 -1,35
2026-05-08 13F Endowment Wealth Management, Inc. 28.322 -20,14 2.564 -19,17
2026-05-04 13F Optima Capital Llc 6.031 -89,47 546 -89,36
2026-05-21 13F Verus Capital Partners, Llc 28.628 -19,68 2.592 -18,73
2026-05-04 13F Financial Security Advisor, Inc. 9.944 -0,83 900 0,33
2026-05-07 13F Swan Global Investments, LLC 2.693 -5,84 244 -4,71
2026-04-10 13F Waldron Private Wealth LLC 102.602 -0,28 9.289 0,91
2026-05-13 13F Arvest Bank Trust Division 148.264 -1,27 13.422 -0,09
2026-04-23 13F Caliber Wealth Management, LLC / KS 204.067 -2,00 18.474 -0,83
2026-04-22 13F TruNorth Capital Management, LLC 63.416 -16,07 5.741 -15,06
2026-04-24 13F National Asset Management, Inc. 61.942 -20,90 5.432 -22,47
2026-02-13 13F Nicolet Advisory Services, Llc 10.308 -55,63 955 -53,37
2026-04-23 13F Embree Financial Group 20.002 -0,05 1.811 1,12
2026-05-05 13F Beaumont Financial Advisors, LLC 4.214 -12,34 381 -11,19
2026-04-30 13F Verdence Capital Advisors LLC 27.778 -6,87 2.515 -5,77
2026-05-13 13F Ankerstar Wealth, LLC 0 -100,00 0
2026-01-15 13F Econ Financial Services Corp 0 -100,00 0 -100,00
2026-04-13 13F GoalVest Advisory LLC 151.038 -0,58 13.673 0,61
2026-04-21 13F Highland Financial Advisors, LLC 19.696 -2,02 1.783 -0,83
2026-01-26 13F Chicago Capital, LLC 0 -100,00 0
2026-05-04 13F Glassman Wealth Services 8.398 -4,58 760 -3,43
2026-04-22 13F Ticino Wealth 14.574 -5,79 1.566 13,16
2026-04-20 13F Morton Brown Family Wealth, LLC 27.408 -0,13 2.481 1,06
2026-04-24 13F Smithbridge Asset Management Inc/de 118.788 -43,70 10.754 -43,03
2026-04-16 13F Ironwood Financial, llc 6.521 -0,81 590 -3,12
2026-05-11 13F Per Stirling Capital Management, LLC. 172.281 -2,57 15.597 -1,40
2026-05-12 13F Tiaa Trust, National Association 1.544.708 -96,69 139.842 -96,66
2026-04-14 13F BSW Wealth Partners 119.858 -4,59 10.851 -3,45
2026-02-11 13F Howard Bailey Securities, Llc 0 -100,00 0
2026-05-12 13F Invesco Ltd. 101.553 -15,39 9.194 -14,38
2026-04-27 13F Pensionmark Financial Group, Llc 363.471 -26,07 32.905 -25,19
2026-04-08 13F Parisi Gray Wealth Management 15.271 -1,52 1.382 -0,36
2026-04-24 13F DB&C Advisors, LLC 5.433 -5,56 492 -4,47
2026-04-16 13F BridgePort Financial Solutions, LLC 2.904 -23,54 263 -22,71
2026-04-07 13F CoreCap Advisors, LLC 12.993 -7,77 1.176 -6,67
2026-04-09 13F Veracity Capital LLC 22.524 -17,65 2.039 -16,64
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-01 13F Vigilare Wealth Management 32.120 -54,40 2.908 -53,86
2026-04-23 13F Cornerstone Wealth Management, LLC 18.169 -0,12 1.645 1,04
2026-05-07 13F REDW Wealth LLC 47.750 -6,81 4.323 -5,69
2026-04-24 13F RKL Wealth Management LLC 1.190.974 -5,54 107.819 -4,41
2026-04-08 13F Sharkey, Howes & Javer 2.810 -45,79 254 -45,14
2026-05-07 13F Tull Financial Group, Inc. 319.962 -3,89 28.966 -2,74
2026-04-28 13F Novus Advisors, Llc 11.498 -4,05 1.041 -2,89
2026-05-15 13F Pursuit Wealth Strategies, Llc 31.211 -1,37 2.826 -0,18
2026-04-01 13F Beacon Financial Group 0 -100,00 0
2026-05-15 13F London & Capital Asset Management Ltd 0 -100,00 0
2026-04-23 13F Drucker Wealth 3.0, LLC 7.518 -18,53 681 -17,58
2026-05-11 13F Montis Financial, LLC 291.913 -13,97 26.427 -12,94
2026-05-01 13F Kraft, Davis & Associates, LLC 3.735 -34,13 358 -31,61
2026-04-21 13F Gilpin Wealth Management, Llc 13.630 -0,40 1.234 0,74
2026-04-23 13F Mayflower Financial Advisors, LLC 86.780 -0,11 7.856 1,09
2026-05-14 13F Betterment LLC 9.262.506 -3,60 839 -2,44
2026-04-08 13F Stonebridge Financial Group, LLC 19.398 -15,14 1.756 -14,09
2026-05-08 13F/A JPL Wealth Management, LLC 42.102 -3,07 3.811 -1,90
2026-05-15 13F Delaware Management Holdings, Inc. 2.852.637 -27,92 258.250 -27,06
2026-05-05 13F Tortoise Investment Management, LLC 155.530 -1,85 14.080 -0,67
2026-04-08 13F Presidio Capital Management, LLC 2.473 -9,45 224 -8,61
2026-04-24 13F APCM Wealth Management for Individuals 527.727 -7,76 47.775 -6,65
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 3.580 -4,20 324 -2,99
2026-04-27 13F GDS Wealth Management 11.851 -7,52 1.073 -6,46
2026-05-04 13F Evernest Financial Advisors, LLC 112.241 -0,57 10.625 -2,99
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-02-12 13F Federated Hermes, Inc. 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 14.610 -0,07 1.323 1,15
2026-05-07 13F First Command Advisory Services, Inc. 2.607.149 -0,25 236.025 0,94
2026-04-20 13F Live Oak Private Wealth LLC 7.832 -0,82 709 0,42
2026-05-01 13F Sachetta, LLC 288 -93,57 26 -93,50
2026-05-08 13F Buck Wealth Strategies, LLC 0 -100,00 0
2026-05-12 13F CBIZ Investment Advisory Services, LLC 2.809 -55,69 254 -55,20
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 123.205 -43,56 11.154 -42,89
2026-05-06 13F Alteri Wealth LLC 9.031 -14,04 818 -12,99
2026-04-23 13F Vista Investment Partners Ii, Llc 5.407 -2,82 489 -1,61
2026-04-20 13F Emprise Bank 2.215 -6,26 201 -5,21
2026-05-13 13F Hill Island Financial Llc 13.668 -0,78 1.237 0,41
2026-05-15 13F Wealth Preservation Advisors, LLC 0 -100,00 0
2026-05-08 13F TPG Financial Advisors, LLC 5.264 -1,50 477 -0,42
2026-05-14 13F Northern Trust Corp 2.181.407 -14,28 197.483 -13,25
2026-05-08 13F SHP Wealth Management 10.898 -3,44 987 -2,28
2026-01-30 13F Axis Wealth Partners, LLC 0 -100,00 0
2026-04-29 13F Cahaba Wealth Management, Inc. 61.957 -2,19 5.609 -1,02
2026-05-05 13F Gilbert & Cook, Inc. 23.632 -2,76 2.139 -1,61
2026-04-07 13F Orgel Wealth Management, LLC 702.396 -2,93 63.588 -1,77
2026-04-23 13F Inman Jager Wealth Management, LLC 38.833 -3,21 3.516 -2,06
2026-05-04 13F Greenspring Advisors, LLC 114.080 -0,30 10.328 0,90
2026-05-08 13F United Financial Planning Group LLC 1.555 -6,83 141 -6,04
2026-05-13 13F Schoolcraft Capital LLC 7.079 -1,15 641 0,00
2026-04-29 13F Red Crane Wealth Management, Llc 37.132 -4,57 3.362 -3,45
2026-05-13 13F Kingdom Financial Group LLC. 416 -48,39 38 -48,61
2026-05-11 13F Beto Financial Group, Llc 0 -100,00 0
2026-05-15 13F Blueprint Investment Partners LLC 19.578 -4,20 1.772 -3,06
2026-04-22 13F Apollon Wealth Management, LLC 247.324 -5,66 22.390 -4,53
2026-05-05 13F Cherry Tree Wealth Management, LLC 18.327 -0,08 1.659 1,16
2026-04-15 13F Hengehold Capital Management Llc 3.951 -1,52 358 -0,28
2026-01-28 13F Dentgroup LLC 15.635 -5,16 1.399 -2,85
2026-05-11 13F Aprio Wealth Management, LLC 68.321 -3,95 6.185 -2,80
2026-05-07 13F Midland Wealth Advisors Llc 1.847.267 -11,82 167.233 -10,76
2026-04-28 13F BLB&B Advisors, LLC 483.128 -2,02 43.738 -0,85
2026-04-14 13F Tradewinds Capital Management, LLC 1.347 -14,26 122 -13,57
2026-04-09 13F CRA Financial Services, LLC 8.017 -16,30 726 -15,30
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-28 13F Spurstone Advisory Services, LLC 23 -32,35 2 -33,33
2026-04-24 13F Prospect Financial Services LLC 3.356 -4,58 304 -3,50
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 44.507 -17,93 4.029 -16,94
2026-04-20 13F Fairvoy Private Wealth, LLC 0 -100,00 0
2026-04-23 13F Auctus Advisors Llc 4.833 -10,42 438 -9,34
2026-04-10 13F Charles Schwab Trust Co 61.649 -12,99 5.581 -11,94
2026-04-28 13F Sheridan Capital Management, LLC 85.950 -1,67 7.781 -0,50
2026-04-07 13F Deane Retirement Strategies, Inc. 113 -99,91 10 -99,92
2026-04-28 13F GM Advisory Group, Inc. 12.561 -0,70 1.137 0,53
2026-05-15 13F NorthRock Partners, LLC 51.195 -7,16 4.635 -6,06
2026-04-29 13F Navalign, LLC 5.734 -1,07 519 0,19
2026-04-20 13F Williams & Novak, LLC 23.112 -1,07 2.124 1,63
2026-04-03 13F Global Wealth Strategies & Associates 486.786 -0,46 44.069 0,73
2026-04-22 13F Arcadia Investment Management Corp/mi 90 -40,00 8 -38,46
2026-05-01 13F 180 Wealth Advisors, Llc 32.282 -0,78 2.922 0,41
2026-05-12 13F Summit Trail Advisors, Llc 165.030 -25,74 14.940 -24,85
2026-05-06 13F Vista Capital Partners, Inc. 18.816 -5,67 1.703 -4,54
2026-04-28 13F Compton Financial Group, LLC 33.525 -12,80 3.035 -11,78
2026-05-15 13F Sierra Capital LLC 40.367 -1,35 4 0,00
2026-04-07 13F Stonekeep Investments, LLC 5.876 -2,39 532
2026-04-20 13F Penobscot Wealth Management 12.525 -3,61 1.134 -2,50
2026-04-16 13F Envision Financial LLC 26.665 -7,32 2.414 -6,22
2026-05-12 13F Wescott Financial Advisory Group, LLC 509.667 -3,17 46.140 -2,01
2026-04-23 13F Fairway Wealth LLC 207.489 -73,32 18.784 -3,07
2026-02-17 13F Citadel Advisors Llc Put 0 -100,00 0
2026-04-24 13F Bedminster, LLC 13.016 -4,85 1.178 -3,68
2026-04-17 13F Visionary Horizons, LLC 3.124 -6,30 283 -5,37
2026-05-05 13F Allspring Global Investments Holdings, LLC 3.492.404 -22,57 320.987 -21,23
2026-05-08 13F Truepoint, Inc. 1.136.123 -4,73 102.853 -3,59
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-05-11 13F MCF Advisors LLC 376.212 -3,55 34.058 -2,40
2026-05-06 13F Precision Wealth Strategies, LLC 72.934 -16,07 6.603 -15,08
2026-04-14 13F Regent Peak Wealth Advisors LLC 317.799 -28,77 28.770 -27,92
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 6.005 -17,95 1
2026-05-14 13F Arrowstreet Capital, Limited Partnership 333.882 -14,93 30.226 -13,91
2026-04-16 13F Everstar Asset Management, LLC 4.680 -3,53 424 -2,31
2026-04-22 13F Keenan, LLC 6.996 -41,26 633 -40,56
2026-05-15 13F Chan Zuckerberg Initiative, LLC 0 -100,00 0
2026-04-16 13F Telos Capital Management, Inc. 70.855 -1,23 6.414 -0,05
2026-05-01 13F MY Wealth Management Inc. 0 -100,00 0
2026-04-17 13F Bell Investment Advisors, Inc 168 -88,60 15 -88,55
2026-05-01 13F Avion Wealth 74.897 -6,63 7 -14,29
2026-04-29 13F Patron Partners Advisors, Llc 7.048 -24,59 638 -23,68
2026-05-12 13F Great Diamond Partners, LLC 282.384 -2,11 25.564 -0,94
2026-05-05 13F Signet Financial Management, Llc 50.783 -1,90 4.597 -0,71
2026-04-24 13F My Purposeful Wealth Corp. 13.853 -1,99 1.254 -0,79
2026-05-04 13F Headland Capital, LLC 3.590 -30,26 325 -29,35
2026-04-20 13F SILVER OAK SECURITIES, Inc 3.927 -66,09 355 -65,87
2026-05-08 13F Resources Investment Advisors, LLC. 731.705 -8,12 66.241 -7,02
2026-05-14 13F Clarkston Capital Partners, LLC 0 -100,00 0
2026-05-05 13F Valtinson Bruner Financial Planning LLC 2.295 -7,72 208 -6,76
2026-05-11 13F CFO4Life Group, LLC 379.195 -1,63 34.329 -0,46
2026-04-14 13F Plancorp, LLC 123.184 -0,22 11.742 6,32
2026-04-13 13F Amplius Wealth Advisors, LLC 13.842 -29,08 1.253 -28,24
2026-04-14 13F Patriot Investment Management Inc. 101.688 -6,52 9.206 -5,41
2026-05-15 13F RPTC Inc. 311.497 -1,60 28.200 -0,43
2026-04-10 13F Abound Wealth Management 111.972 -0,42 10.137 0,77
2026-04-06 13F Washington Trust Advisors, Inc. 10.971 -1,94 993 -0,70
2026-02-11 13F Janney Capital Management LLC 838.033 -2,16 75 0,00
2026-04-16 13F Phillips Financial Management, Llc 32.213 -14,32 2.916 -13,29
2026-05-07 13F EPG Wealth Management LLC 6.139 -0,15 556 0,91
2026-04-23 13F SJS Investment Consulting Inc. 1.603 -13,54 145 -12,12
2026-04-15 13F Seacrest Wealth Management, Llc 8.594 -26,67 778 -27,22
2026-05-01 13F SoundView Advisors Inc. 62.582 -2,33 6 0,00
2026-04-20 13F Godsey & Gibb Associates 222 -48,13 20 -47,37
2026-04-23 13F Tarbox Family Office, Inc. 292.154 -2,20 26.449 -1,03
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-05-14 13F EP Wealth Advisors, Inc. 273.506 -12,46 24.761 -11,41
2026-04-09 13F Baron Financial Group, LLC 3.246 -1,67 294 -0,68
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 66.534 -0,77 6.023 0,42
2026-05-12 13F Hill Investment Group Partners, LLC 5.085 -4,31 460 -3,16
2026-04-21 13F Columbus Macro, LLC 10.543 -8,80 954 -7,74
2026-04-15 13F Eaton Financial Holdings Company, LLC 3.229 -58,49 292 -57,99
2026-05-11 13F CAPROCK Group, Inc. 184.609 -1,15 16.713 0,03
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 4.150 -0,50 376 0,54
2026-05-12 13F Bbr Partners, Llc 0 -100,00 0
2026-05-07 13F Green Square Capital Advisors Llc 29.015 -3,45 2.627 -2,31
2026-05-07 13F MONECO Advisors, LLC 37.127 -0,65 3.361 0,54
2026-06-01 13F Concorde Asset Management, LLC 6.510 -28,03 589 -27,19
2026-05-11 13F Shoker Investment Counsel, Inc. 342.689 -0,70 31.024 0,49
2026-05-14 13F Marble Wealth, LLC 228.306 -27,66 20.669 -26,79
2026-05-12 13F M&t Bank Corp 13.195.103 -3,61 1.194.553 -2,45
2026-04-21 13F Old National Bancorp /in/ 333.156 -7,65 30.161 -6,54
2026-04-21 13F Wedbush Securities Inc 23.829 -3,62 2 0,00
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-28 13F Arbor Investment Advisors, LLC 109.325 -0,47 9.897 0,72
2026-05-08 13F Riverwater Partners LLC 6.237 -0,75 565 0,36
2026-04-17 13F Cora Capital Advisors Llc 0 -100,00 0
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 31.694 -2,49 2.869 -1,31
2026-05-14 13F Prudential Plc 24.600 -33,15 2.227 -32,35
2026-04-16 13F Waystone Advisors Llc 22.185 -5,03 2.008 -3,88
2026-03-31 13F Sankala Group LLC 13.523 -0,34 1.193 -10,57
2026-04-21 13F Strategic Equity Management 47.399 -66,13 4.291 -65,73
2026-05-05 13F West Michigan Advisors, Llc 9.861 -4,50 893 -3,36
2026-05-06 13F Frontier Asset Management, LLC 4.882 -0,61 442 0,46
2026-04-22 13F SC&H Financial Advisors, Inc. 116.277 -2,34 10.527 -1,17
2026-05-13 13F ETF Portfolio Partners, Inc. 18.976 -15,22 1.718 -14,24
2026-05-05 13F Mjp Associates Inc /adv 4.878 -19,52 442 -18,63
2026-04-15 13F Gradient Capital Advisors, LLC 6.372 -2,64 577 -1,54
2026-04-13 13F Highland Capital Management, Llc 141.189 -38,84 12.782 -38,11
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 61.631 -8,67 5.579 -7,57
2026-05-14 13F North Ridge Wealth Advisors, Inc. 1.627 -4,41 147 -3,29
2026-04-15 13F Trust Co Of Toledo Na /oh/ 922 -30,26 83 -29,66
2026-04-16 13F Roble, Belko & Company, Inc 35.181 -44,20 3 -40,00
2026-04-27 13F CWS Financial Advisors, LLC 26.095 -28,65 2.362 -27,79
2026-04-10 13F Tounjian Advisory Partners, Llc 72.186 -4,57 6.535 -3,43
2026-05-08 13F Firestone Capital Management 27.056 -4,70 2.449 -3,54
2026-05-08 13F Cm Wealth Advisors Llc 11.749 -2,61 1.064 -1,48
2026-05-13 13F Alliance Private Wealth, LLC 71.695 -0,37 6.491 -4,66
2026-04-27 13F BIP Wealth, LLC 20.168 -6,75 1.826 -5,64
2026-04-10 13F Harbor Group, Inc. 9.698 -0,24 878 0,92
2026-04-16 13F XML Financial, LLC 4.593 -18,04 416 -17,17
2026-04-21 13F Accredited Investor Services, Llc 5.609 -1,11 508 0,00
2026-04-29 13F KDK Private Wealth Management, LLC 8.715 -0,15 789 1,03
2026-04-28 13F Golden State Wealth Management, LLC 4.646 -12,12 421 -11,21
2026-04-10 13F Quaker Wealth Management, LLC 238 -14,39 22 -12,50
2026-04-23 13F Simmons Bank 9.127 -18,30 826 -17,32
2026-05-08 13F M1 Capital Management LLC 0 -100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 113.195 -1,90 10.248 -0,74
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 36.697 -0,67 3.322 0,54
2026-04-13 13F True Wealth Design, LLC 70 -62,57 6 -62,50
2026-04-22 13F Advocate Investing Services LLC 0 -100,00 0
2026-04-21 13F Maseco Llp 27.608 -11,11 2.500 -10,04
2026-04-09 13F Aletheian Wealth Advisors LLC 36.998 -1,46 3.349 2,17
2026-05-04 13F Conservest Capital Advisors, Inc. 222.771 -0,71 20.167 0,47
2026-04-24 13F KC Investment Advisors, LLC 113.280 -22,78 10.255 -21,85
2026-05-15 13F/A Arrowroot Family Office, LLC 22.114 -0,23 2.002 0,96
2026-04-17 13F Wealthbridge Capital Management, Llc 2.527 -10,20 229 -9,16
2026-05-07 13F Human Investing LLC 9.392 -0,33 850 0,95
2026-05-15 13F Wealth Architects, LLC 226.103 -2,48 20.469 -1,31
2026-04-24 13F Livet Wealth, LLC 3.080 -3,36 279 -2,46
2026-05-14 13F Dixon Mitchell Investment Counsel Inc. 2.476.353 -10,76 224.184 -9,70
2026-04-30 13F Legacy Financial Advisors, Inc. 51.941 -6,26 4.702 -5,13
2026-04-21 13F Everpar Advisors Llc 3.445 -28,79 312 -28,01
2026-05-07 13F Sagespring Wealth Partners, Llc 1.308.185 -6,20 118.430 -5,08
2026-04-08 13F Parkside Investments, LLC 596.057 -10,93 53.961 -9,86
2026-05-06 13F Quest 10 Wealth Builders, Inc. 230 -47,13 21 -47,37
2026-05-11 13F F/M Investments LLC 0 -100,00 0
2026-05-12 13F Waterloo Capital, L.P. 104.499 -11,05 9.460 -9,99
2026-04-21 13F Poehling Capital Management, LLC 0 -100,00 0
2026-05-07 13F Sentinel Trust Co Lba 25.022 -0,34 2 0,00
2026-04-16 13F Sentinel Pension Advisors Inc 4.294 -2,34 389 -1,27
2026-04-24 13F Petros Family Wealth, LLC 13.383 -12,95 1.212 -11,93
2026-05-12 13F Ameritas Advisory Services, LLC 69.590 -4,40 6.300 -3,26
2026-05-15 13F Larson Financial Group LLC 103.738 -30,72 9.391 -29,89
2026-05-06 13F Deutsche Bank Ag\ 69.429 -2,16 6.285 -0,99
2026-05-11 13F White Pine Capital Llc 4.375 -0,09 396 1,28
2026-04-21 13F Delap Wealth Advisory, Llc 0 -100,00 0
2026-04-29 13F W Advisors, Llc 14.948 -0,18 1.353 1,05
2026-02-12 13F Strata Wealth Advisors, LLC 0 -100,00 0
2026-05-08 13F Wilkerson Advisory Group LLC 312 -4,29 28 -3,45
2026-05-14 13F Cambria Investment Management, L.P. 13.829 -9,06 1.252 -8,01
2026-04-15 13F Cypress Wealth Services, LLC 8.419 -3,49 762 -2,31
2026-05-08 13F Compass Capital Corp /ma/ /adv 6.939 -3,57 669 -4,43
2026-04-13 13F Bourgeon Capital Management Llc 0 -100,00 0
2026-04-22 13F Capital Management Associates, Inc 0 -100,00 0
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 1.005 -44,32 91 -44,10
2026-05-11 13F Empire Life Investments Inc. 385.291 -10,68 35.412 -8,24
2026-04-01 13F Confluence Investment Management Llc 0 -100,00 0
2026-04-27 13F PAX Financial Group, LLC 4.548 -7,95 412 -7,01
2026-05-05 13F Cedarwood Wealth LLC 8.390 -4,90 760 -8,22
2026-04-24 13F Peoples Bank /oh 9.291 -24,81 841 -23,89
2026-05-27 13F Wilshire Associates Inc 41.854 -10,69 3.789 -9,61
2026-05-13 13F Balanced Rock Investment Advisor 3.097 -11,84 280 -10,83
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 30.566 -3,53 2.767 -2,36
2026-02-17 13F SummitTX Capital, L.P. 0 -100,00 0
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 1.511 -31,72 137 -30,96
2026-05-08 13F AAFCPAs Wealth Management, LLC 52.380 -7,03 4.742 -5,93
2026-05-14 13F Modern Wealth Management, LLC 108.405 -6,59 9.963 -4,04
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2026-05-14 13F Plum Street Advisors, LLC 3.065 -1,70 277 -0,36
2026-04-06 13F IFS Advisors, LLC 153.578 -1,95 13.903 -0,78
2026-04-27 13F Insight Inv LLC 2.583 -45,97 234 -45,43
2026-04-10 13F Prosperity Planning, Inc. 2.231 -0,80 202 0,50
2026-05-12 13F Colonial Trust Co / SC 23.952 -5,43 2.168 -4,28
2026-02-11 13F Goodman Advisory Group, LLC 0 -100,00 0 -100,00
2026-04-28 13F Life Planning Partners, Inc 118.985 -0,06 10.772 1,14
2026-04-07 13F Holland Advisory Services, Inc. 10.923 -1,35 989 -0,20
2026-04-13 13F Chris Bulman Inc 35.387 -7,08 3.204 -5,99
2026-05-06 13F Simon Quick Advisors, Llc 351.699 -6,22 31.839 -5,10
2026-05-11 13F Evermay Wealth Management Llc 2.310 -6,33 209 -5,00
2026-04-09 13F Brown Wealth Management, Llc 28.573 -0,93 2.587 0,23
2026-04-17 13F High Net Worth Advisory Group LLC 53.045 -0,84 4.802 0,36
2026-05-13 13F SRS Capital Advisors, Inc. 52.783 -18,39 4.796 -17,13
2026-05-13 13F Private Wealth Advisors, LLC 7.531 -24,00 682 -23,14
2026-05-14 13F Captrust Financial Advisors 1.355.041 -1,61 122.664 -0,44
2026-04-24 13F UMA Financial Services, Inc. 126.253 -3,75 11.430 -2,60
2026-05-05 13F Helium Advisors LLC 44.329 -7,40 4.013 -6,28
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-21 13F Maltin Wealth Management, Inc. 7.463 -3,54 676 -2,46
2026-04-13 13F TL Private Wealth 13.803 -1,12 1.316 2,26
2026-05-01 13F Wealthspire Advisors, LLC 788.483 -2,73 71.381 -1,57
2026-01-27 13F Private Wealth Partners, LLC 0 -100,00 0
2026-05-29 13F Asset Dedication, LLC 78.778 -1,19 7.132 -0,01
2026-05-08 13F Align Financial, LLC 2.866 -98,88 259 1,17
2026-05-14 13F Jump Financial, LLC 41.748 -20,94 3.779 -19,99
2026-04-28 13F Shelton Wealth Management, Llc 16.001 -7,69 1.449 -6,58
2026-05-05 13F Investment Partners, Ltd. 60.903 -1,36 5.514 -0,18
2026-05-11 13F Mitchell Capital Management Co 7.198 -36,14 652 -35,42
2026-05-12 13F Liberty Wealth Management Llc 55.442 -7,16 5.028 -5,90
2026-05-01 13F Tevis Investment Management 0 -100,00 0
2026-05-13 13F Davis R M Inc 12.065 -2,51 1.092 -1,36
2026-04-17 13F Watershed Private Wealth Llc 13.465 -3,89 1.219 -2,79
2026-05-14 13F Pacific Financial Group Inc 15.093 -2,69 1.366 -1,51
2026-05-08 13F BG Investment Services, Inc. 78.998 -2,34 7.152 -1,17
2026-04-16 13F Capital Investment Advisors, LLC 310.709 -2,72 28.128 -1,56
2026-05-04 13F Camden National Bank 3.122 -6,53 283 -5,37
2026-05-04 13F Global View Capital Management LLC 13.986 -12,69 1.266 -11,65
2026-05-14 13F Wealth Alliance 52.566 -9,82 4.759 -8,75
2026-04-14 13F Focus Financial Network, Inc. 16.135 -10,40 1.461 -9,32
2026-04-27 13F Kelman-Lazarov, Inc. 8.731 -8,08 790 -6,95
2026-05-07 13F Grant Street Asset Management, Inc. 30.494 -3,16 2.761 -2,02
2026-04-13 13F St Germain D J Co Inc 3.942 -13,10 357 -12,10
2026-04-28 13F RHS Financial, LLC 4.013 -11,55 363 -10,37
2026-05-08 13F Oath Planning, LLC 6.559 -1,00 594 0,17
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