SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF - Proprietà istituzionale - Venditori

Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
US ˙ ARCA ˙ US8085242019

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
(%)
2026-04-28 13F Peak Financial Management, Inc. 169.078 -2,72 4.335 -7,29
2026-05-11 13F MCF Advisors LLC 737.216 -3,63 18.902 -8,18
2026-04-23 13F SageGuard Financial Group, LLC 8.634 -51,22 221 -53,57
2026-04-21 13F GHP Investment Advisors, Inc. 23.500 -4,14 603 -8,65
2026-04-13 13F GoalVest Advisory LLC 12.769 -9,44 327 -13,72
2026-02-17 13F SageView Advisory Group, LLC 197.838 -2,65 5.324 -0,54
2026-04-28 13F Integrated Advisors Network LLC 108.690 -37,25 2.787 -40,21
2026-05-11 13F Beacon Capital Management, LLC 14.888 -27,43 382 -30,98
2026-02-18 13F Hershey Financial Advisers, LLC 0 -100,00 0
2026-05-14 13F Pinnacle Family Advisors, LLC 67.958 -9,57 1.742 -13,85
2026-04-13 13F Gill Capital Partners, Llc 23.246 -3,90 596 -8,31
2026-04-15 13F Curbstone Financial Management Corp 278.800 -0,16 7.148 -4,87
2026-04-10 13F Brucke Financial, Inc. 60.402 -47,35 1.549 -49,85
2026-04-21 13F Grimes & Company, Inc. 391.178 -20,45 10.030 -24,20
2026-04-17 13F BCS Wealth Management 678.434 -49,55 17.395 -51,93
2026-05-12 13F Daybright Advisory Services, Inc. 87.705 -4,20 2.249 -8,73
2026-04-09 13F Stewardship Concepts Financial Services Llc 43.313 -1,38 1.111 -6,17
2026-05-12 13F Chapman Financial Group, Llc 161.736 -1,91 4.147 -6,54
2026-05-05 13F 93 Financial Group, LLC 76.175 -0,38 1.953 -5,06
2026-05-13 13F Choate Investment Advisors 0 -100,00 0
2026-04-09 13F Secure Asset Management, LLC 0 -100,00 0
2026-04-13 13F Moody Lynn & Lieberson, Llc 0 -100,00 0
2026-05-14 13F Virtus ETF Advisers LLC 108 -36,09 3 -50,00
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 79.379 -1,52 2.035 -6,18
2026-04-20 13F GSB Wealth Management, LLC 19.683 -5,12 505 -9,68
2026-04-29 13F Clear Point Advisors Inc. 78.688 -1,13 2.018 -5,79
2026-05-15 13F Breakwater Investment Management 53.631 -4,05 1.375 -8,58
2026-05-05 13F Prosperity Consulting Group, LLC 21.293 -0,00 546 -4,89
2026-04-23 13F Unify Financial Advisors 41.547 -2,15 1.065 -6,74
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 7.862 -1,19 202 -6,07
2026-04-27 13F Koshinski Asset Management, Inc. 11.478 -1,49 294 -6,07
2026-05-04 13F One Wealth Capital Management, Llc 40.105 -0,60 1.124 3,59
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-05-13 13F Kingdom Financial Group LLC. 3.117 -3,83 80 -9,20
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-05-27 13F Tenret Co LLC 177.987 -3,97 4.564 -8,50
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 57.812 -0,43 1.482 -5,12
2026-01-29 13F Comerica Bank 46.715 -1,42 1.257 0,72
2026-05-14 13F Bernard Wealth Management Corp. 1.303.397 -3,43 33.419 -7,98
2026-04-27 13F Osborne Partners Capital Management, Llc 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc Put 8.800 -27,87 226 -31,40
2026-04-27 13F Certior Financial Group, Llc 12.101 -14,47 310 -18,42
2026-04-22 13F Retirement Guys Formula Llc 12.983 -31,46 333 -34,77
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 805.708 -0,32 20.658 -5,02
2026-04-21 13F SLT Holdings LLC 22.294 -56,50 572 -58,59
2026-04-13 13F Market Street Wealth Management Advisors Llc 73.855 -0,12 1.894 -4,83
2026-05-15 13F AlphaCore Capital LLC 340.280 -2,53 8.725 -7,13
2026-01-29 13F Concurrent Investment Advisors, LLC 291.236 -41,93 7.837 -40,67
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 13.884 -1,65 356 -6,33
2026-04-22 13F Wernau Asset Management Inc. 0 -100,00 0
2026-04-07 13F Attessa Capital LLC 362.110 -2,87 9.284 -7,46
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 2.097.595 -1,05 53.782 -5,72
2026-05-07 13F Rothschild Investment Llc 18.504 -0,45 474 -5,20
2026-05-06 13F Meridian Wealth Management, LLC 150.654 -1,00 3.863 -5,67
2026-05-13 13F Fusion Capital, LLC 12.658 -2,57 325 -7,16
2026-05-14 13F Cwm, Llc 595.053 -7,24 15.257 89.647,06
2026-05-13 13F American Investment Services, Inc. 85.125 -0,53 2.183 -5,21
2026-04-15 13F Curran Financial Partners, LLC 12.768 -2,59 327 -7,10
2026-05-14 13F Venture Visionary Partners LLC 32.014 -1,10 821 -5,86
2026-05-12 13F BOK Financial Private Wealth, Inc. 94.907 -5,98 2.433 -10,42
2026-05-18 13F Edgestream Partners, L.P. 30.737 -38,34 788 -41,24
2026-04-29 13F Sigma Investment Counselors Inc 119.574 -40,38 3.066 -43,20
2026-05-15 13F CI Private Wealth, LLC 6.725.389 -4,79 165.020 -13,20
2026-05-05 13F Aspiring Ventures, LLC 81.260 -5,78 2.084 -10,22
2026-05-12 13F Ausdal Financial Partners, Inc. 195.003 -6,16 5.000 -10,60
2026-02-13 13F Sei Investments Co 30.973.811 -1,34 833.505 0,80
2026-05-12 13F Covington Investment Advisors Inc. 30.364 -12,26 1
2026-02-04 13F Invst, LLC 0 -100,00 0
2026-04-29 13F KERR FINANCIAL PLANNING Corp 400 -49,75 11 -47,62
2026-04-13 13F Massmutual Trust Co Fsb/adv 0 -100,00 0
2026-01-14 13F True Vision MN LLC 0 -100,00 0
2026-05-14 13F Allworth Financial LP 932.919 -6,58 23.920 -10,99
2026-05-12 13F Ark & Tlk Investments, Llc 29.484 -2,71 756 -7,36
2026-04-29 13F Compass Financial Group, INC/SD 97.996 -4,33 2.513 -8,85
2026-05-14 13F Stonebridge Capital Advisors LLC 12.517 -8,75 321 -13,28
2026-02-13 13F Clearview Wealth Advisors LLC 212.105 -0,36 5.708 1,78
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 353.258 -0,64 9.058 -5,33
2026-05-12 13F CBIZ Investment Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Evoke Wealth, Llc 68.839 -19,26 1.765 -23,06
2026-05-15 13F Cresset Asset Management, LLC 2.805.728 -0,82 71.939 -5,50
2026-04-21 13F Paradigm Financial Partners, Llc 137.921 -54,77 3.536 -56,91
2026-05-16 13F Sunbelt Securities, Inc. 1.749 -16,75 45 -21,43
2026-04-24 13F Slow Capital, Inc. 17.231 -31,14 442 -34,47
2026-02-27 13F Compass Financial Services Inc 0 -100,00 0
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-12 13F M&t Bank Corp 13.700 -50,53 351 -52,89
2026-01-20 13F Austin Private Wealth, LLC 7.584 -4,64 204 -2,39
2026-05-08 13F Paulson Wealth Management Inc. 156.476 -0,13 4.012 -4,84
2026-05-14 13F Missouri Trust & Investment Co 160.371 -12,55 4.112 -16,68
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 11.009.922 -42,31 284.717 -45,44
2026-05-14 13F Empower Advisory Group, LLC 49.733 -20,02 1.275 -23,79
2026-05-01 13F Castle Wealth Management Llc 263.453 -0,34 6.755 -5,05
2026-04-16 13F Smith, Salley & Associates 35.770 -0,17 917 -4,88
2026-04-14 13F Joule Financial, LLC 36.828 -13,11 944 -17,19
2026-04-20 13F Ronald Blue Trust, Inc. 22.321 -1,12 572 -5,77
2026-04-14 13F Papp L Roy & Associates 26.063 -9,25 668 -13,47
2026-05-11 13F Delta Asset Management Llc/tn 1.125 -16,67 29 -22,22
2026-01-26 13F Northwest Capital Management Inc 23.875 -92,34 642 -92,18
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-29 13F IAG Wealth Partners, LLC 7.681 -15,97 197 -20,00
2026-04-09 13F VERITY Wealth Advisors 90.161 -30,97 2.312 -34,23
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 226 -96,36 0
2026-05-05 13F Leo Wealth, LLC 21.452 -2,25 550 -6,78
2026-05-01 13F Phocas Financial Corp. 95.994 -5,07 2.461 -9,56
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-05-05 13F Keyvantage Wealth, Llc 466.364 -4,97 11.958 -9,46
2026-02-02 13F SevenBridge Financial Group, LLC 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 169.595 -9,48 4.348 -13,75
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-05 13F Williams Jones Wealth Management, LLC. 20.006 -33,91 513 -37,10
2026-05-15 13F Advisory Services Network, LLC 333.641 -5,19 8.555 -9,66
2026-04-28 13F Brighton Jones Llc 0 -100,00 0
2026-05-05 13F Sandy Cove Advisors, LLC 0 -100,00 0
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-05-12 13F Lathrop Investment Management Corp 47.989 -1,22 1 0,00
2026-04-23 13F Oppenheimer Asset Management Inc. 13.472 -3,83 345 -8,24
2026-04-23 13F Alley Investment Management Company, LLC 45.472 -5,97 1.166 -10,45
2026-04-27 13F Wbh Advisory Inc 815.782 -1,26 21.080 -5,19
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-17 13F Worth Asset Management, LLC 67.053 -18,60 1.719 -22,43
2026-05-14 13F Spreng Capital Management, Inc. 15.852 -0,81 406 -5,58
2026-04-10 13F Capital Advantage, Inc. 89.830 -0,26 2.303 -4,95
2026-04-24 13F Vision Capital Management, Inc. 66.614 -0,05 1.708 -4,80
2026-05-11 13F Elevation Wealth Management LLC 8.789 -17,31 225 -21,33
2026-04-13 13F ONE Advisory Partners, LLC 12.924 -1,41 331 -5,97
2026-05-07 13F Basepoint Wealth LLC 0 -100,00 0
2026-04-22 13F Mason & Associates, LLC 25.569 -0,40 656 -5,07
2026-04-27 13F Oarsman Capital, Inc. 25.346 -4,22 650 -8,85
2026-04-10 13F RTD Financial Advisors, Inc. 354.275 -0,80 9.084 -5,48
2026-04-28 13F Winthrop Capital Management, LLC 658.461 -0,34 17 -5,88
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-05-14 13F Kilter Group LLC 368 -0,54 9 0,00
2026-05-15 13F Westbourne Investments, Inc. 59.557 -1,81 1.527 -6,55
2026-04-22 13F Apollon Wealth Management, LLC 377.338 -5,42 9.675 -9,89
2026-04-28 13F Parthenon Llc 0 -100,00 0
2026-05-01 13F Martel Wealth Advisors Inc 19.408 -3,37 498 -7,96
2026-04-22 13F RMR Wealth Builders 163.774 -0,75 4.199 -5,43
2026-04-13 13F Winthrop Advisory Group LLC 173.748 -3,04 4.455 -7,61
2026-05-11 13F Blue Bell Private Wealth Management, Llc 815.812 -0,24 20.917 -4,95
2026-05-04 13F MEMBERS Trust Co 18.430 -1,97 473 -6,53
2026-05-12 13F Cornerstone Capital, Inc. 0 -100,00 0
2026-04-10 13F Revolve Wealth Partners, LLC 413.626 -3,97 10.605 -8,51
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 60.097 -1,07 1.541 -5,75
2026-04-15 13F Signature Estate & Investment Advisors Llc 240.352 -6,84 6.163 -11,24
2026-05-15 13F Alliancebernstein L.p. 31.624 -2,55 851 -2,52
2026-03-12 13F Nalls Sherbakoff Group, Llc 0 -100,00 0
2026-05-07 13F Lowe Brockenbrough & Co Inc 926.419 -1,97 23.753 -6,59
2026-02-03 13F Alpha Cubed Investments, LLC 10.152 -19,86 273 -18,02
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 868.405 -1,05 22.266 -5,72
2026-04-02 13F Noble Wealth Management PBC 767 -11,53 20 -17,39
2026-04-28 13F Fortis Capital Advisors, LLC 1.277.209 -9,32 32.748 -13,60
2026-04-20 13F Clune & Associates, Ltd. 0 -100,00 0
2026-05-15 13F Rehmann Capital Advisory Group 23.865 -4,02 612 -8,67
2026-04-27 13F Moneywise, Inc. 709.595 -3,97 18.194 -8,49
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-04-24 13F KC Investment Advisors, LLC 125.148 -6,14 3.209 -10,57
2026-05-01 13F Emerald Investment Partners, Llc 107.966 -1,87 2.768 -6,64
2026-05-08 13F Roundview Capital LLC 122.932 -2,09 3.152 -6,72
2026-05-04 13F WJ Financial Advisors LLC 151.498 -0,45 3.884 -5,15
2026-05-12 13F Omega Financial Group, LLC 198.290 -6,75 5.084 -11,15
2026-01-14 13F Wealthcare Capital Partners, LLC 0 -100,00 0
2026-02-12 13F Sykon Capital Llc 0 -100,00 0
2026-04-10 13F Harbor Group, Inc. 277.142 -2,15 7.106 -6,77
2026-05-15 13F Silver Grove Financial Group, Inc. 5.669 -0,53 145 -5,23
2026-05-06 13F DecisionPoint Financial, LLC 19.205 -8,02 492 -12,30
2026-04-28 13F Stratos Wealth Partners, LTD. 185.807 -3,58 4.764 -8,12
2026-04-28 13F Marietta Investment Partners Llc 34.619 -11,46 888 -15,68
2026-05-04 13F SJA Financial Advisory, LLC 124.349 -1,07 3.188 -5,74
2026-04-28 13F Meridian Investment Counsel Inc. 0 -100,00 0
2026-04-21 13F Moseley Investment Management Inc 22.841 -2,97 586 -7,58
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-04-17 13F Robbins Farley Llc 503 -86,54 13 -88,00
2026-04-15 13F ARS Wealth Advisors Group, LLC 13.997 -10,16 359 -14,56
2026-04-20 13F Morton Brown Family Wealth, LLC 12.369 -16,10 317 -19,95
2026-05-02 13F Burton Enright Welch 15.684 -1,00 402 -5,63
2026-05-12 13F Cooper/haims Advisors, Llc 421.757 -2,14 10.814 -6,77
2026-04-29 13F WPG Advisers, LLC 14.359 -6,35 368 -10,68
2026-04-22 13F Spire Wealth Management 33.216 -0,89 852 -5,55
2026-05-11 13F Foundations Investment Advisors, LLC 228.529 -47,27 5.859 -49,76
2026-04-28 13F Jacksonville Wealth Management, LLC 0 -100,00 0
2026-05-14 13F VestGen Advisors, LLC 8.289 -37,54 240 -32,77
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 9.489 -2,41 243 -6,90
2026-04-16 13F CWC Advisors, LLC. 53.678 -11,46 1.376 -15,63
2026-05-13 13F Davis R M Inc 0 -100,00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 259.680 -0,11 7.344 4,96
2026-05-18 13F/A Janus Henderson Group Plc 12.327.339 -0,67 316.073 -5,36
2026-04-17 13F Essex Savings Bank 17.185 -2,90 440 -7,56
2026-04-13 13F John W. Brooker & Co., CPAs 24.374 -3,04 625 -7,69
2026-05-15 13F Mercer Global Advisors Inc /adv 9.928.543 -4,41 254.568 -10,06
2026-04-16 13F Kure Advisory, LLC 0 -100,00 0
2026-05-01 13F Capital Squared Financial LLC 372.118 -0,41 9.541 -5,10
2026-01-15 13F Highline Wealth Partners Llc 0 -100,00 0
2026-05-06 13F Great Lakes Retirement, Inc. 14.406 -7,14 369 -11,51
2026-05-07 13F MONECO Advisors, LLC 44.953 -14,23 1.153 -18,30
2026-05-05 13F HighTower Advisors, LLC 14.005.999 -0,96 359.114 -5,63
2026-04-24 13F Private Advisor Group, LLC 301.153 -8,97 7.722 -13,27
2026-04-03 13F Global Wealth Strategies & Associates 15.193 -0,61 390 -5,35
2026-04-21 13F Flagship Capital Management Inc. 48.235 -1,57 1.237 -6,22
2026-04-27 13F Greenleaf Trust 29.534 -0,64 757 -5,26
2026-04-28 13F Golden State Wealth Management, LLC 9.521 -0,71 244 -5,43
2026-05-11 13F Citigroup Inc 220.765 -9,69 5.660 -13,96
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 7.167 -18,81 184 -22,78
2026-05-04 13F Westside Investment Management, Inc. 480 -41,68 12 -45,45
2026-04-28 13F Robertson Stephens Wealth Management, LLC 39.417 -1,71 1.011 -6,39
2026-01-07 13F Riversedge Advisors, Llc 0 -100,00 0
2026-05-14 13F Advisory Alpha, LLC 14.401 -9,68 369 -13,99
2026-04-16 13F Diversified Trust Co 46.761 -0,06 1.199 -4,85
2026-04-14 13F Zrc Wealth Management, Llc 404.108 -3,92 10.361 -8,46
2026-05-01 13F Ring Mountain Capital, LLC 191.639 -0,25 5 -20,00
2026-04-16 13F Ironwood Financial, llc 60.570 -1,59 1.553 -8,11
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-05-12 13F Carr Financial Group Corp 153.008 -10,46 3.923 -14,68
2026-05-01 13F Evolution Advisers, Inc. 55.773 -5,31 1 0,00
2026-04-22 13F Portus Wealth Advisors, LLC 15.355 -1,71 394 -6,43
2026-05-04 13F Sigma Planning Corp 522.948 -2,04 13.408 -6,64
2026-01-26 13F Oxinas Partners Wealth Management LLC 0 -100,00 0
2026-05-06 13F Main Street Group, LTD 76.613 -0,14 1.964 -4,84
2026-04-24 13F Berkeley, Inc 154.773 -4,59 3.968 -9,10
2026-05-04 13F Gleason Group, Inc. 1.256.774 -2,39 32.224 -7,00
2026-04-09 13F Victrix Investment Advisors 68.628 -9,93 1.760 -14,20
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-05-21 13F Argent Capital Management Llc 9.935 -96,73 255 -96,90
2026-04-15 13F Gradient Capital Advisors, LLC 261.172 -1,76 6.696 -6,40
2026-04-29 13F Cary Street Partners Financial Llc 11.136 -30,32 286 -33,72
2026-05-08 13F Valeo Financial Advisors, LLC 113.715 -32,85 2.916 -36,03
2026-02-10 13F Measured Wealth Private Client Group, LLC 0 -100,00 0
2026-05-05 13F Almanack Investment Partners, LLC. 856.721 -24,96 21.966 -28,50
2026-04-24 13F RKL Wealth Management LLC 1.861.871 -13,31 47.738 -17,40
2026-04-23 13F Capital Investment Counsel, LLC 10.653 -2,73 273 -7,14
2026-04-27 13F Capital Advisors Inc/ok 118.211 -3,66 3.031 -8,21
2026-04-22 13F Continuum Advisory, LLC 29.157 -0,84 748 -5,56
2026-04-15 13F Code Waechter LLC 176.163 -0,19 4.517 -4,91
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-01-09 13F Peterson Wealth Advisors, LLC 0 -100,00 0
2026-05-01 13F Summit Place Financial Advisors, LLC 153.527 -0,16 3.936 -4,88
2026-04-29 13F Alliance Wealth Management Group 2.176.358 -1,62 55.802 -6,27
2026-02-06 13F Addison Advisors LLC 0 -100,00 0
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 832.885 -5,56 21.355 -10,01
2026-04-23 13F Traub Capital Management LLC 15.711 -1,13 403 -5,85
2026-04-06 13F Rosenberg Matthew Hamilton 273.018 -1,96 7.000 -6,58
2026-05-15 13F Cape Investment Advisory, Inc. 20.357 -9,17 522 -13,60
2026-01-20 13F Fundamentun, Llc 0 -100,00 0
2026-04-22 13F LifeSteps Financial, Inc. 13.397 -1,09 343 -5,77
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-08 13F Sharkey, Howes & Javer 137.747 -3,32 3.532 -7,90
2026-04-21 13F Tritonpoint Wealth, Llc 60.465 -0,86 1.550 -5,55
2026-05-07 13F Cassaday & Co Wealth Management LLC 40.974 -5,06 1.051 -9,56
2026-05-14 13F Bridgewater Advisors Inc. 28.762 -2,10 839 5,41
2026-05-15 13F DV Trading LLC 0 -100,00 0
2026-04-08 13F Bond & Devick Financial Network, Inc. 8.390 -6,96 215 -11,16
2026-05-13 13F Adviser Investments LLC 156.669 -3,54 4.017 -8,08
2026-04-20 13F Balance Wealth, LLC 382.254 -27,42 9.801 -30,85
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-04-16 13F Fortem Financial Group, Llc 10.878 -6,21 279 -10,90
2026-05-14 13F Apriem Advisors 5.632.258 -8,66 144.411 -12,98
2026-04-22 13F Jim Saulnier & Associates, Llc 0 -100,00 0
2026-04-29 13F Horst & Graben Wealth Management LLC 32.790 -3,08 924 1,43
2026-05-11 13F Millennium Capital Advisors, LLC 59.807 -2,76 1.533 -7,37
2026-05-01 13F Stony Point Wealth Management Inc. 64.562 -1,75 1.655 -6,39
2026-05-04 13F Glassman Wealth Services 1.884 -49,11 48 -51,52
2026-04-15 13F Aventus Investment Advisors, Inc. 16.274 -2,16 417 -6,71
2026-05-15 13F Ascent Group, LLC 26.180 -1,20 671 -5,89
2026-05-15 13F Signal Tree Financial Partners Llc 15.999 -8,45 410 -12,77
2026-04-28 13F Dumont & Blake Investment Advisors Llc 10.013 -8,26 257
2026-05-06 13F White & Co Financial Planning Inc 808.391 -0,29 20.727 -5,00
2026-05-12 13F Avant Capital LLC 66.019 -3,53 1.693 -8,09
2026-05-15 13F Empowered Funds, LLC 10.706 -84,53 275 -85,28
2026-04-20 13F Contravisory Investment Management, Inc. 7.748 -39,68 199 -42,61
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-06 13F Berkeley Capital Partners, LLC 8.901 -4,49 228 -8,80
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 142.047 -8,77 3.642 -13,06
2026-04-27 13F JM2 Capital Inc. 111.785 -0,30 2.866 -5,00
2026-05-13 13F Triumph Capital Management 2.033 -42,21 52 -44,68
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 388.600 -1,86 9.964 -6,49
2026-05-05 13F Beaumont Financial Advisors, LLC 145.173 -0,12 3.722 -4,83
2026-05-13 13F Franklin Resources Inc 28.133 -30,43 721 -33,73
2026-04-24 13F Floyd Financial Group Llc 247.689 -0,16 6.834 1,35
2026-05-11 13F Per Stirling Capital Management, LLC. 69.008 -0,81 1.769 -5,50
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-15 13F Alternative Investment Advisors, LLC. 36.527 -7,04 937 -11,45
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-11 13F Montis Financial, LLC 196.855 -5,44 5.047 -9,91
2026-02-13 13F Truvestments Capital Llc 0 -100,00 0
2026-05-11 13F CAPROCK Group, Inc. 519.178 -3,67 13.312 -8,22
2026-04-23 13F Oppenheimer & Co Inc 83.323 -4,07 2.136 -8,60
2026-04-01 13F Bangor Savings Bank 2.426.254 -1,89 62.209 -6,52
2026-04-22 13F Red Door Wealth Management, LLC 1.931.755 -2,71 49.530 -7,30
2026-05-13 13F Lloyd Advisory Services, LLC. 3.117 -94,87 80 -95,17
2026-04-30 13F Paladin Advisory Group, LLC 688 -16,71 18 -22,73
2026-05-08 13F Russell Investments Group, Ltd. 44.948 -31,24 1.152 -34,47
2026-05-08 13F Resources Investment Advisors, LLC. 1.124.711 -1,82 28.838 -6,45
2026-05-12 13F/A Panoramic Investment Advisors, Llc 13.216 -4,77 339 -9,38
2026-02-03 13F Vantage Financial Partners, LLC 105.304 -1,60 2.834 0,53
2026-05-04 13F Fagan Associates, Inc. 123.729 -2,45 3.172 -7,06
2026-02-12 13F FineMark National Bank & Trust 69.438 -4,54 1.869 -2,45
2026-05-14 13F Seven Springs Wealth Group, LLC 0 -100,00 0
2026-05-13 13F NewEdge Wealth, LLC 150.844 -0,37 3.868 -5,08
2026-05-07 13F Johnson Financial Group, Inc. 9.318 -2,84 239 -7,75
2026-05-14 13F Zacks Investment Management 95.828 -18,24 2.457 -22,07
2026-05-14 13F Rialto Wealth Management, LLC 90.718 -2,49 2.326 -7,07
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-05-01 13F Associated Banc-corp 15.526 -0,20 398 -4,78
2026-05-06 13F Morling Financial Advisors, LLC 446.063 -2,79 11.437 -7,38
2026-04-21 13F Creekside Partners 167.965 -1,41 4.307 -6,06
2026-04-17 13F Nottingham Advisors, Inc. 93.587 -2,83 2.400 -7,41
2026-04-16 13F Sprinkle Financial Consultants LLC 831.190 -0,80 21.312 -5,48
2026-04-29 13F Global Strategic Investment Solutions, LLC 0 -100,00 0
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2026-05-06 13F Brio Consultants, LLC 21.839 -3,81 622 1,97
2026-04-08 13F Gainplan LLC 19.724 -2,49 506 -7,17
2026-05-06 13F Quest 10 Wealth Builders, Inc. 773 -3,25 20 -9,52
2026-05-13 13F Alesco Advisors Llc 73.574 -0,28 1.886 -4,99
2026-04-20 13F Cardinal Point Capital Management, ULC 13.938 -3,81 357 -8,23
2026-04-28 13F Stephens Inc /ar/ 9.581 -22,01 246 -25,76
2026-04-09 13F Tilia Fiduciary Partners, Inc. 54.981 -1,02 1.410 -5,69
2026-01-13 13F Stephens Consulting, LLC 4.424 -3,55 119 -0,83
2026-04-14 13F Plancorp, LLC 89.434 -4,70 2.393 -5,23
2026-06-01 13F Foguth Wealth Management, LLC. 10.053 -2,17 299 7,94
2026-04-28 13F Quent Capital, LLC 0 -100,00 0
2026-05-11 13F Adams Wealth Management 2.108.404 -0,32 54.059 -5,03
2026-04-28 13F Belpointe Asset Management LLC 1.343.042 -8,81 34.436 -13,11
2026-04-21 13F Sims Investment Management, Llc 3.306.092 -3,34 84.768 -7,90
2026-05-07 13F Dakota Wealth Management 135.154 -57,10 3.465 -59,12
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-04-23 13F Ewa, Llc 99.791 -22,91 2.559 -26,56
2026-05-14 13F Cambria Investment Management, L.P. 10.706 -23,06 275 -26,74
2026-05-15 13F Laird Norton Trust Company, Llc 0 -100,00 0
2026-05-11 13F Northwest Quadrant Wealth Management, LLC 5.294.584 -0,12 135.753 -4,84
2026-05-14 13F JustInvest LLC 200.703 -8,14 5.146 -12,47
2026-02-02 13F Everest Management Corp. 0 -100,00 0
2026-01-15 13F Saxony Capital Management, LLC 0 -100,00 0
2026-04-08 13F Birchbrook, Inc. 66.560 -72,45 1.707 -73,76
2026-04-22 13F Harbor Asset Planning, Inc. 95.539 -0,01 2.450 -4,75
2026-04-20 13F Penobscot Wealth Management 131.523 -2,18 3.372 -6,80
2026-05-12 13F Insigneo Advisory Services, Llc 10.435 -12,46 268 -16,56
2026-05-14 13F Investors Portfolio Services LLC 6.944 -0,20 178 -4,81
2026-05-14 13F EP Wealth Advisors, Inc. 3.184.837 -0,99 81.659 -5,66
2026-05-05 13F Blackhawk Capital Partners LLC. 43.469 -92,04 1.115 -92,42
2026-05-14 13F Financial Engines Advisors L.L.C. 97.305 -46,50 2.495 -49,04
2026-05-15 13F Fort Vancouver Investment Management, LLC 153.810 -5,83 3.944 -10,28
2026-05-04 13F TFR Capital, LLC. 28.600 -0,18 733 -4,93
2026-05-15 13F Blueprint Investment Partners LLC 238.323 -31,60 6.111 -34,83
2026-04-22 13F Networth Advisors, LLC 660 -7,82 17 -15,79
2026-04-16 13F Everstar Asset Management, LLC 43.951 -0,26 1.127 -4,98
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-28 13F Howe & Rusling Inc 12.481 -76,58 320 -77,67
2026-04-29 13F Odyssey Capital Advisors, Inc. 24.367 -6,92 625 -11,36
2026-05-13 13F Schoolcraft Capital LLC 43.056 -0,30 1.104 -5,08
2026-04-30 13F BRYN MAWR TRUST Co 1.501.436 -2,37 38.497 -6,98
2026-05-15 13F Round Rock Advisors, LLC 18.571 -0,01 476 -4,61
2026-04-20 13F Fairvoy Private Wealth, LLC 0 -100,00 0
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 224.944 -2,84 5.768 -7,43
2026-05-15 13F XTX Topco Ltd 27.977 -23,93 717 -27,50
2026-04-29 13F Walker Financial Services, Inc. 35.577 -0,04 912 -4,70
2026-05-12 13F Aspiriant, Llc 194.382 -14,52 4.984 -18,57
2026-04-24 13F Courage Miller Partners, LLC 1.735.166 -0,56 44.490 -5,26
2026-05-05 13F Fisher Asset Management, LLC 8.215 -55,53 211 -57,75
2026-04-17 13F James J. Burns & Company, LLC 60.727 -0,49 1.557 -5,18
2026-05-05 13F Ashford Advisors, LLC 1.327.249 -2,07 34.031 -6,69
2026-04-23 13F Ellenbecker Investment Group 11.021 -2,42 283 -6,93
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 1.861.938 -2,21 47.759 -6,79
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 38.933 -57,36 970 -60,50
2026-05-05 13F SOUTH STATE Corp 93.740 -2,89 2.403 -7,47
2026-05-01 13F Granite Bay Wealth Management, LLC 14.570 -3,45 368 -9,36
2026-05-04 13F Purkiss Capital Advisors LLC 9.179 -2,47 235 -7,11
2026-04-09 13F Dorato Capital Management 201.785 -1,41 5.378 -3,66
2026-04-15 13F Verity & Verity, LLC 9.780 -19,66 251 -23,55
2026-04-20 13F Darrow Company, Inc. 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 250.522 -4,42 6.423 -8,93
2026-05-11 13F Cornerstone Planning, LLC 691.254 -5,49 17.686 -10,15
2026-02-02 13F Mcdonald Partners Llc 0 -100,00 0
2026-04-08 13F Selby Wealth Management, LLC 179.447 -1,67 4.601 -6,29
2026-05-13 13F Petra Financial Advisors Inc 0 -100,00 0
2026-04-21 13F Maridea Wealth Management LLC 0 -100,00 0
2026-04-16 13F Envision Financial LLC 481.592 -1,19 12.348 -5,85
2026-01-13 13F Signal Advisors Wealth, LLC 0 -100,00 0
2026-05-11 13F Evermay Wealth Management Llc 4.368.968 -1,51 112.020 -6,15
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 9.459 -1,05 243 -5,84
2026-05-01 13F Ferguson Wellman Capital Management, Inc 44.825 -63,04 1.149 -64,79
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-04-16 13F Davis Capital Management 1.909 -17,93 49 -22,58
2026-05-05 13F Milestone Investment Advisors LLC 1.008.736 -1,01 25.864 -5,67
2026-05-13 13F Bank Of Montreal /can/ 188.916 -3,93 4.844 -8,47
2026-04-29 13F Armor Investment Advisors, LLC 17.625 -0,39 452 -5,25
2026-04-27 13F Ulland Investment Advisors, LLC 44.477 -2,11 1 0,00
2026-05-14 13F Raymond James Financial Inc 1.726.629 -15,75 44.271 -19,72
2026-05-06 13F Sentinus, LLC 221.265 -6,40 5.673 -10,82
2026-04-21 13F Outfitter Financial LLC 79.770 -5,76 2.045 -10,19
2026-05-06 13F Greenwood Gearhart Inc 3.521.321 -25,82 90.287 -29,32
2026-05-15 13F IHT Wealth Management, LLC 445.910 -2,45 11.433 -7,05
2026-05-12 13F Liberty Wealth Management Llc 0 -100,00 0
2026-05-07 13F Planning Alternatives Ltd /adv 342.298 -3,42 8.777 -7,98
2026-02-09 13F Financial Advisory Corp /ut/ /adv 120.346 -4,67 3 0,00
2026-04-21 13F Financial Consulate, Inc 5.192.173 -0,19 133.127 -4,90
2026-05-04 13F Nwam Llc 18.815 -1,21 482 -7,31
2026-04-27 13F Fulton Breakefield Broenniman Llc 30.575 -8,31 784 -12,71
2026-05-14 13F Gladstone Institutional Advisory LLC 778.858 -0,17 19.970 -4,89
2026-05-15 13F Segall Bryant & Hamill, Llc 0 -100,00 0
2026-05-05 13F Black Diamond Financial, LLC 787.533 -1,20 20.192 -5,86
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-04-13 13F Hm Payson & Co 3.312 -1,60 85 -6,67
2026-05-11 13F National Wealth Management Group, LLC 35.476 -0,08 910 -4,82
2026-05-12 13F Virtue Asset Management Llc 7.931 -2,36 203 -6,88
2026-05-11 13F Westco Advisory Services Inc /adv 43.919 -3,15 1.126 -7,70
2026-04-29 13F Garde Capital, Inc. 40.994 -44,39 1.051 -47,00
2026-05-11 13F GenWealth Group, Inc. 54.663 -1,23 1.402 -7,40
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 428.054 -1,97 10.975 -6,15
2026-04-09 13F Noble Family Wealth, LLC 40.788 -0,29 1.046 -5,00
2026-05-12 13F Thoroughbred Financial Services, Llc 63.252 -4,43 2 0,00
2026-05-04 13F Geneos Wealth Management Inc. 11.371 -5,99 292 -10,46
2026-05-14 13F Jacobi Capital Management LLC 658.631 -7,86 16.887 -12,21
2026-04-15 13F Redhawk Wealth Advisors, Inc. 561.495 -7,05 14.397 -11,44
2026-01-14 13F ORG Partners LLC 43.332 -2,03 1.166 0,09
2026-05-06 13F LPL Financial LLC 7.538.416 -2,06 193.285 -6,68
2026-05-01 13F Oakwell Private Wealth Management, LLC 327.257 -0,18 8.391 -4,90
2026-05-05 13F Valtinson Bruner Financial Planning LLC 23.789 -5,07 610 -9,64
2026-05-15 13F Sonoma Private Wealth LLC 14.892 -9,15 382 -13,61
2026-05-11 13F Ellevest, Inc. 0 -100,00 0
2026-04-14 13F LifePlan Financial, LLC 28.551 -5,75 732 -10,18
2026-04-30 13F Sequoia Financial Advisors, LLC 1.413.731 -0,45 36.248 -5,15
2026-05-08 13F Peachtree Investment Partners, LLC 149.708 -60,47 3.839 -62,34
2026-04-22 13F Storen Legacy Partners, LLC 10.431 -8,29 267 -12,75
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 128.823 -26,98 3.303 -30,42
2026-02-11 13F Parallel Advisors, LLC 158.784 -30,48 4.273 -28,99
2026-04-22 13F Ifrah Financial Services, Inc. 57.009 -1,29 1.462 -5,98
2026-05-08 13F United Financial Planning Group LLC 0 -100,00 0
2026-04-27 13F Gordian Advisors LLC 1.103.450 -0,48 28.292 -5,17
2026-05-11 13F CFO4Life Group, LLC 13.931 -0,29 357 -4,80
2026-04-14 13F Flower City Capital 125.913 -0,73 3.228 -5,42
2026-04-08 13F Ccg Wealth Management, Llc 89.940 -8,43 2.306 -12,72
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-14 13F Evergreen Capital Management Llc 36.689 -25,69 941 -29,22
2026-04-22 13F Integrated Wealth Management 16.410 -15,56 421 -19,54
2026-04-07 13F Alpha Omega Wealth Management LLC 75.063 -5,83 1.925 -10,30
2026-05-11 13F Madden Advisory Services, Inc. 255.571 -3,84 6.553 -8,39
2026-05-15 13F Destination Wealth Management 1.043.918 -26,31 26.766 -29,79
2026-04-02 13F Collective Family Office Llc 9.590 -3,03 246 -7,89
2026-05-15 13F Mission Wealth Management, Lp 347.632 -18,47 8.913 -22,31
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 86.630 -5,48 2 0,00
2026-05-01 13F Valmark Advisers, Inc. 216.516 -0,31 5.551 -5,01
2026-05-14 13F Mcguire Capital Advisors Inc 3.785 -10,77 97 -14,91
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-04-24 13F Clarity Wealth Advisors, LLC 43.152 -3,27 1.106 -7,83
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 274.068 -0,30 7.027 -5,00
2026-05-05 13F Nolet Wealth Management, LLC 0 -100,00 0
2026-05-18 13F Strategic Investment Advisors / MI 0 -100,00 0
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 27.900 -2,08 715 -6,66
2026-05-15 13F NorthRock Partners, LLC 403.164 -5,35 10.337 -9,82
2026-05-12 13F Leavell Investment Management, Inc. 662.085 -1,28 16.976 -5,94
2026-04-23 13F Game Plan Financial Advisors, LLC 118.679 -40,94 3.043 -48,87
2026-05-11 13F Condor Capital Management 120.342 -9,01 3.086 -13,32
2026-05-08 13F Blair William & Co/il 236.815 -0,18 6.072 -4,90
2026-05-12 13F G2 Capital Management, Llc / Oh 467.675 -0,16 11.991 -4,87
2026-05-01 13F American Trust 20.194 -23,16 518 -26,87
2026-05-14 13F Gambit Capital Management, LLC 225.731 -3,06 5.788 -7,63
2026-04-13 13F Lee Financial Co 344.613 -2,98 8.836 -7,56
2026-05-14 13F Elgethun Capital Management 78.268 -0,25 2.007 -4,97
2026-05-27 13F Capasso Planning Partners LLC 20.836 -8,07 534 -12,32
2026-05-07 13F Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-05-14 13F Riverview Capital Advisers, LLC 15.415 -11,76 395 -15,96
2026-04-23 13F Embree Financial Group 1.262.181 -11,63 32.362 -15,80
2026-02-25 13F Kw Wealth Management Llc 20.585 -0,48 554 1,65
2026-04-21 13F Strategic Equity Management 511.149 -17,31 13.106 -21,21
2026-05-06 13F Modera Wealth Management, LLC 1.446.603 -3,33 37.091 -7,89
2026-04-16 13F BlueSky Wealth Advisors, LLC 4.885.976 -21,40 125.276 -25,11
2026-05-04 13F Texas Yale Capital Corp. 54.642 -0,14 1.401 -4,82
2026-05-05 13F FinDec Wealth Services, Inc. 12.030 -5,99 308 -10,47
2026-05-15 13F Ameriprise Financial Inc 3.004.368 -13,78 77.030 -17,85
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 99.912 -9,32 2.562 -13,63
2026-05-04 13F Lifeworks Advisors, LLC 23.761 -58,14 609 -60,12
2026-05-15 13F Carret Asset Management, Llc 61.746 -0,01 1.583 -4,70
2026-05-07 13F Advisor OS, LLC 0 -100,00 0
2026-04-29 13F Integrity Investment Advisors, LLC 10.516 -84,76 270 -85,51
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 23.132 -6,34 593 -10,69
2026-05-13 13F Brinker Capital Investments, LLC 850.727 -6,99 21.813 -11,38
2026-04-10 13F Waldron Private Wealth LLC 17.051 -7,21 437 -11,54
2026-04-30 13F Simplicity Wealth,LLC 123.908 -45,49 3.177 -48,05
2026-02-10 13F Bridges Investment Management Inc 0 -100,00 0
2026-04-08 13F Cambridge Financial Group, LLC 99.954 -48,31 2.563 -45,88
2026-04-29 13F Downshift Financial, LLC 660.502 -11,94 18.466 -7,64
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 0 -100,00 0
2026-05-08 13F Sofos Investments, Inc. 2.557 -4,05 66 -8,45
2026-05-15 13F Cypress Capital Group 0 -100,00 0
2026-05-07 13F First Command Advisory Services, Inc. 4.829 -25,07 124 -28,90
2026-04-16 13F Breakthru Advisory Services, Llc 0 -100,00 0
2026-04-21 13F SWS Partners 278.445 -7,05 7.139 -11,44
2026-05-14 13F Joseph P. Lucia & Associates, LLC 100.569 -1,49 2.579 -6,15
2026-04-21 13F International Private Wealth Advisors LLC 28.794 -27,12 738 -30,57
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-20 13F Fiduciary Alliance LLC 25.562 -1,46 705 1,00
2026-04-14 13F Lawood & Co 0 -100,00 0
2026-05-11 13F Godfrey Financial Associates, Inc. 53.156 -0,85 1.363 -5,55
2026-05-01 13F Carnegie Capital Asset Management, LLC 34.290 -29,16 879 -32,49
2026-05-11 13F Vantagepoint Investment Advisers Llc 7.457.977 -1,77 191.223 -6,41
2026-04-15 13F DAVENPORT & Co LLC 17.296 -1,04 443 -5,74
2026-05-04 13F Principal Financial Group Inc 15.801 -1,14 405 -5,81
2026-05-04 13F Procyon Private Wealth Partners, LLC 150.735 -2,40 3.865 -7,00
2026-01-26 13F BLB&B Advisors, LLC 0 -100,00 0
2026-04-15 13F LongView Wealth Management 418.104 -1,37 11.444 -1,73
2026-04-20 13F Consilium Wealth Advisory, LLC 335.208 -5,34 8.595 -9,81
2026-04-23 13F Ironwood Wealth Management, LLC. 163.514 -3,50 4.193 -8,05
2026-05-11 13F Integrity Advisory Solutions, LLC 0 -100,00 0
2026-05-13 13F Rhl Group, Llc 157 -99,78 4 -99,79
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-05-11 13F Brand Asset Management Group, Inc. 440.537 -1,12 11.295 -5,78
2026-04-21 13F AA Financial Advisors, LLC 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-22 13F Cornerstone Wealth Group, LLC 1.222.961 -3,84 33.974 -0,73
2026-04-17 13F Weaver Capital Management LLC 59.199 -5,18 1.518 -9,70
2026-04-17 13F Webster Bank, N. A. 10.885 -5,39 279 -9,71
2026-04-21 13F Chapin Davis, Inc. 0 -100,00 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 917.699 -4,21 23.530 -8,73
2026-04-24 13F Jacobsen Capital Management 22.820 -23,30 585 -26,87
2026-05-08 13F Cura Wealth Advisors, Llc 38.714 -0,10 993 -4,80
2026-04-28 13F Blue Sky Capital Consultants Group, Inc. 0 -100,00 0
2026-05-05 13F Putnam Fl Investment Management Co 257.991 -4,52 6.615 -9,04
2026-05-13 13F Principal Securities, Inc. 78.534 -1,03 2.014 -5,71
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-12 13F CIBC Bancorp USA Inc. 152.179 -13,22 3.902 -15,54
2026-05-14 13F North Ridge Wealth Advisors, Inc. 0 -100,00 0
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 11.407 -1,80 292 -6,41
2026-04-20 13F Naples Global Advisors, Llc 150.791 -4,52 3.866 -9,01
2026-04-07 13F Carolina Wealth Advisors, LLC 34.596 -9,72 887 -13,97
2026-02-18 13F Financial Advisory Service, Inc. 85.273 -6,71 2.295 -4,69
2026-01-20 13F Steel Peak Wealth Management LLC 0 -100,00 0
2026-05-11 13F CacheTech Inc. 2.256.916 -1,87 57.867 -6,50
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-04-15 13F Ami Investment Management Inc 289.648 -2,52 7.427 -7,12
2026-04-20 13F Park Edge Advisors, LLC 35.655 -7,75 914 -12,12
2026-04-14 13F Focus Financial Network, Inc. 613.359 -4,55 15.727 -9,05
2026-05-27 13F Allen Capital Group, LLC 502.045 -1,85 12.872 -6,48
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.052.984 -6,86 26.999 -11,26
2026-04-17 13F Murphy & Mullick Capital Management Corp 8.159 -6,85 209 -11,06
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-23 13F Howard Bailey Securities, Llc 16.871 -3,19 433 -7,69
2026-05-07 13F Cannon Capital Management, Inc. 251.099 -0,14 6.438 -4,85
2026-04-28 13F Kathmere Capital Management, LLC 111.911 -1,90 2.869 -6,52
2026-05-14 13F Capital Planning Advisors, LLC 12.394 -14,77 318 -18,93
2026-05-13 13F Acumen Wealth Advisors, LLC 1.458 -0,48 37 -5,13
2026-05-08 13F Maia Wealth LLC 149.392 -1,06 3.830 -5,53
2026-05-04 13F Wsfs Capital Management, Llc 58.354 -0,53 1.496 -5,20
2026-05-08 13F Align Financial, LLC 1.005 -95,89 26 4,17
2026-04-28 13F DDD Partners, LLC 17.615 -0,87 452 -5,65
2026-04-17 13F Provident Wealth Management, LLC 1.078.998 -0,15 27.665 -4,86
2026-04-14 13F SNS Financial Group, LLC 556.304 -28,67 14.264 -32,04
2026-05-15 13F Ancora Advisors, LLC 885.800 -2,02 22.712 -6,65
2026-05-06 13F Hurley Capital, LLC 113.379 -1,54 2.907 -6,17
2026-05-11 13F Catalyst Financial Partners Llc 30.655 -1,79 786 -6,44
2026-05-01 13F R. W. Roge & Company, Inc. 369.994 -8,05 9 -10,00
2026-05-15 13F MAI Capital Management 1.223.921 -0,04 31.381 -4,76
2026-04-22 13F Muirfield Wealth Advisors Llc 179.336 -0,64 4.598 -5,33
2026-04-07 13F Park Avenue Securities Llc 157.329 -2,08 4 0,00
2026-05-11 13F Wells Fargo & Company/mn 2.097.360 -6,51 53.776 -10,92
2026-04-22 13F Wiser Advisor Group LLC 76.644 -1,02 1.965 -5,66
2026-04-22 13F Wilkins Miller Wealth Management, LLC 594.346 -1,98 15.239 -6,60
2026-05-12 13F Summit Trail Advisors, Llc 0 -100,00 0
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-05-13 13F Yarger Wealth Strategies, Llc 0 -100,00 0
2026-04-23 13F Catalyst Investment Management LLC 0 -100,00 0
2026-04-13 13F Arcadia Investment Advisors Llc 504.421 -1,54 12.933 -6,19
2026-04-20 13F Courier Capital Llc 0 -100,00 0
2026-04-21 13F Pacific Park Financial, Inc. 19.175 -29,97 492 -33,29
2026-05-13 13F May Barnhard Investments LLC 526.606 -3,68 13.502 -8,22
2026-05-15 13F Asset Management Group, Inc. 168.529 -0,29 4.321 -4,99
2026-05-13 13F NFP Retirement, Inc. 199.959 -10,86 5.127 -15,08
2026-04-27 13F Evolution Wealth Management Inc. 57.838 -26,66 1.483 -30,16
2026-04-21 13F Poehling Capital Management, LLC 141.707 -6,59 3.633 -11,00
2026-04-17 13F High Net Worth Advisory Group LLC 9.719 -4,67 249 -9,12
2026-04-21 13F Delap Wealth Advisory, Llc 26.842 -2,96 688 -7,53
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-01 13F UNIVEST FINANCIAL Corp 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 145.061.220 -27,86 3.719.346 -31,27
2026-04-23 13F Narwhal Capital Management 12.031 -0,60 308 -5,23
2026-04-07 13F Abacus Planning Group, Inc. 64.991 -1,78 1.666 -6,40
2026-04-20 13F SILVER OAK SECURITIES, Inc 18.493 -57,01 474 -59,35
2026-05-12 13F Creative Planning 82.270.037 -1,84 2.109.404 -6,47
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-14 13F Greenline Wealth Management LLC 0 -100,00 0
2026-01-26 13F Decker Retirement Planning Inc. 0 -100,00 0
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-05-14 13F Renaissance Technologies Llc 85.300 -77,90 2.187 -78,94
2026-02-13 13F Bragg Financial Advisors, Inc 0 -100,00 0
2026-04-29 13F Capital Planning LLC 8.389 -56,51 215 -58,65
2026-04-15 13F Stordahl Capital Management, Inc. 84.342 -2,55 2.163 -7,17
2026-05-01 13F Clarity Financial LLC 12.945 -6,74 332 -11,26
2026-04-14 13F Tradewinds Capital Management, LLC 411.225 -65,34 10.544 -66,98
2026-04-23 13F RIA Advisory Group LLC 88.611 -1,15 2.272 -5,85
2026-05-01 13F Towercrest Capital Management 2.176.358 -1,62 55.802 -6,27
2026-05-04 13F Bedel Financial Consulting, Inc. 29.135 -0,68 747 -5,32
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 11.093 -66,95 284 -68,55
2026-05-06 13F Zhang Financial LLC 103.728 -2,04 2.660 -6,67
2026-05-12 13F Vista Private Wealth Partners. LLC 184.945 -5,02 5.363 12,69
2026-05-15 13F Intelligence Driven Advisers, LLC 0 -100,00 0
2026-04-20 13F Eagle Capital Management, LLC 219.367 -1,00 6 0,00
2026-05-07 13F Dravo Bay Llc 27.094 -31,52 695 -34,77
2026-05-14 13F Sand Hill Global Advisors, LLC 160.379 -5,45 4.112 -9,90
2026-04-14 13F Beacon Investment Advisory Services, Inc. 36.304 -3,10 931 -7,74
2026-04-30 13F Torren Management, LLC 24.387 -2,72 625 -7,27
2026-04-28 13F Farnam Financial LLC 364.892 -12,61 9.356 -16,73
2026-05-12 13F Cahill Financial Advisors Inc 269.483 -10,41 6.910 -14,64
2026-05-08 13F Strategic Financial Services, Inc, 0 -100,00 0
2026-05-12 13F Disciplined Investors, L.L.C. 30.043 -1,55 770 -6,21
2026-05-08 13F Prime Capital Investment Advisors, LLC 8.900.665 -11,05 228.213 -15,24
2026-05-14 13F StoneX Group Inc. 28.496 -24,26 731 -27,87
2026-05-15 13F Equitable Holdings, Inc. 472.233 -18,49 12.691 -18,60
2026-05-01 13F Sawgrass Asset Management Llc 195.687 -81,27 5.017 -82,16
2026-04-21 13F MBE Wealth Management, LLC 17.818 -1,23 457 -5,98
2026-04-28 13F Shelton Wealth Management, Llc 156.391 -4,32 4.010 -8,84
2026-05-14 13F RMG Wealth Management LLC 2.367 -98,80 69 -98,80
2026-04-17 13F Watershed Private Wealth Llc 31.769 -0,47 815 -5,13
2026-05-08 13F Fund Evaluation Group, LLC 9.274.544 -2,30 237.799 -6,91
2026-05-15 13F Susquehanna International Group, Llp 16.478 -79,02 422 -80,03
2026-04-27 13F Legacy Financial Group, Inc. 241.326 -1,78 6.188 -6,41
2026-05-15 13F Transamerica Financial Advisors, Inc. 730.585 -10,19 18.732 -14,43
2026-04-10 13F Matrix Trust Co 1.452.739 -0,25 37 -5,13
2026-05-12 13F Klingenstein Fields & Co Lp 248.991 -0,15 6.384 -4,86
2026-05-11 13F Sherwood Financial Partners, LLC 1.372.684 -2,25 35.196 -6,87
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Rock Point Advisors, LLC 0 -100,00 0
2026-04-27 13F Lesa Sroufe & Co 0 -100,00 0
2026-04-28 13F RHS Financial, LLC 64.282 -22,58 1.648 -26,23
2026-01-20 13F Lawson Kroeker Investment Management Inc/ne 0 -100,00 0
2026-04-10 13F Sound Stewardship, LLC 11.594 -21,60 297 -25,19
2026-02-12 13F Commonwealth Equity Services, Llc 1.514.975 -14,33 40.768 88.523,91
2026-04-27 13F Mount Yale Investment Advisors, LLC 19.397 -6,86 497 -11,25
2026-05-13 13F Nicollet Investment Management, Inc. 292.876 -0,22 8 0,00
2026-04-24 13F Cabot Wealth Management Inc 84.152 -9,13 2.158 -13,44
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-02-17 13F Glenmede Trust Co Na 57.177 -9,63 1.539 10,17
2026-04-15 13F Seacrest Wealth Management, Llc 59.929 -0,58 1.537 -6,40
2026-04-03 13F First County Bank /CT/ 18.290 -10,44 469 -14,75
2026-03-17 13F U S Wealth Group, Llc. 221.950 -1,90 5.973 0,22
2026-05-15 13F/A EverSource Wealth Advisors, LLC 62.244 -5,88 1.596 -10,34
2026-04-16 13F XML Financial, LLC 33.807 -12,53 867 -16,73
2026-05-08 13F Curtis Advisory Group, LLC 11.586 -16,14 297 -19,95
2026-04-15 13F Elser Financial Planning, Inc 134.137 -0,98 3.439 -5,68
2026-05-11 13F Mitchell Capital Management Co 87.304 -3,90 2.238 -8,43
2026-04-23 13F Cornerstone Wealth Management, LLC 0 -100,00 0
2026-05-15 13F TCG Advisory Services, LLC 67.695 -4,74 1.736 -9,26
2026-05-12 13F Waterloo Capital, L.P. 167.463 -5,27 4.294 -9,75
2026-04-15 13F Access Financial Services, Inc. 1.426.767 -6,06 36.582 -10,49
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-20 13F LifeWealth Investments, LLC 7.924 -21,13 203 -24,81
2026-04-22 13F Hurlow Wealth Management Group, Inc. 132.717 -0,51 3.403 -5,21
2026-05-11 13F Bailard, Inc. 213.765 -0,74 5.481 -5,44
2026-05-15 13F Susquehanna International Group, Llp Call 20.900 -26,15 536 -29,70
2026-04-16 13F Standpoint Asset Management, LLC 2.564.300 -3,51 65.749 -8,06
2026-05-15 13F Goldman Sachs Group Inc 1.125.275 -45,70 28.852 -48,26
2026-04-13 13F Garrett Investment Advisors LLC 27.686 -47,60 710 -50,11
2026-04-20 13F Kestra Private Wealth Services, Llc 36.210 -6,38 928 -10,77
2026-04-27 13F Pensionmark Financial Group, Llc 1.646.543 -2,89 42.217 -7,47
2026-04-23 13F Bigelow Investment Advisors, LLC 176.916 -8,01 4.536 -12,35
2026-05-05 13F Bank of New York Mellon Corp 285.839 -6,20 7.329 -10,63
2026-02-17 13F Main Street Financial Solutions, LLC 1.257.287 -3,86 33.834 -1,78
2026-05-15 13F GWM Advisors LLC 395.392 -11,41 674 -94,40
2026-04-15 13F RCW Management, LLC 137.000 -0,16 3.513 -4,88
2026-05-13 13F B & T Capital Management DBA Alpha Capital Management 792.079 -2,00 20.309 -6,63
2026-04-15 13F Hengehold Capital Management Llc 777.851 -2,72 19.944 -7,31
2026-05-07 13F Sage Financial Group Inc 23.108.501 -3,05 592.502 -7,63
2026-05-08 13F Leisure Capital Management 578.955 -9,64 14.844 -13,91
2026-04-09 13F Pinkerton Retirement Specialists, LLC 1.406.337 -3,84 37.845 -3,84
2026-04-21 13F Pinnacle Associates Ltd 111.354 -3,04 2.855 -7,61
2026-05-07 13F JMG Financial Group, Ltd. 8.333.483 -1,33 213.671 -5,99
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 74.992 -0,20 1.923 -4,95
2026-05-01 13F Midwest Trust Co 108.999 -3,03 2.795 -7,61
2026-02-06 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2026-05-01 13F Symphony Financial, Ltd. Co. 11.102 -6,23 285 -10,69
2026-04-24 13F Palouse Capital Management, Inc. 12.655 -1,46 324 -6,09
2026-04-10 13F Voisard Asset Management Group, Inc. 128.096 -4,43 3.284 -8,93
2026-04-21 13F Mayfair Advisory Group, LLC 97.767 -0,73 2.507 -5,65
2026-05-08 13F Pnc Financial Services Group, Inc. 685.095 -8,87 17.566 -13,17
2026-05-05 13F D.a. Davidson & Co. 20.320 -35,46 521 -38,49
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 142.872 -1,30 3.663 -5,96
2026-04-10 13F Charles Schwab Trust Co 4.160.348 -1,30 106.671 -5,95
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-05-01 13F Mutual Advisors, LLC 237.826 -0,38 6.098 -5,09
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