Grundläggande statistik
| Institutionella ägare | 1633 total, 1630 long only, 0 short only, 3 long/short - change of 2,71% MRQ |
| Genomsnittlig portföljallokering | 0.7311 % - change of 2,67% MRQ |
| Institutionella aktier (lång) | 171 019 407 (ex 13D/G) - change of 9,98MM shares 6,21% MRQ |
| Institutionellt värde (lång) | $ 33 523 050 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares S&P 500 Value ETF (CL:IVE) har 1633 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 171,019,407 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, Stifel Financial Corp, and Cetera Investment Advisers .
iShares Trust - iShares S&P 500 Value ETF (SNSE:IVE) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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13F- och NPORT-arkiveringar
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-16 | 13F | CRA Financial Services, LLC | 8 434 | 1,97 | 1 789 | 4,75 | ||||
| 2025-10-29 | 13F | Theory Financial Llc | 20 062 | 5,63 | 4 181 | 11,76 | ||||
| 2025-11-12 | 13F | FineMark National Bank & Trust | 70 960 | −2,31 | 14 654 | 3,23 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 1 396 | 11,24 | 296 | 14,29 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 13 422 | 6,70 | 2 773 | 12,77 | ||||
| 2025-11-12 | 13F | Smith Chas P & Associates Pa Cpas | 1 645 | −27,63 | 340 | −23,65 | ||||
| 2026-02-03 | 13F | JSF Financial, LLC | 5 850 | −2,06 | 1 241 | 0,57 | ||||
| 2025-11-17 | 13F | Palisade Asset Management, LLC | 141 | 29 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 26 792 | −1,99 | 5 682 | 0,64 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 446 | 28,53 | 95 | 32,39 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5 383 | 10,15 | 1 070 | 18,12 | ||||
| 2025-10-17 | 13F | Total Wealth Planning, Llc | 9 043 | −0,44 | 1 867 | 5,24 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 3 627 | 0,00 | 769 | 2,67 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 11 462 | −26,12 | 2 431 | −24,13 | ||||
| 2026-01-30 | 13F | Sofi Wealth, Llc | 975 625 | 1,11 | 206 901 | 3,83 | ||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 35 764 | −2,77 | 7 386 | 2,74 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 204 994 | 43,47 | 43 473 | 47,34 | ||||
| 2025-11-10 | 13F | Cary Street Partners Financial Llc | 4 845 | −6,30 | 1 001 | −0,99 | ||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 11 518 | −12,63 | 2 379 | −7,69 | ||||
| 2026-01-12 | 13F | ONE Advisory Partners, LLC | 104 564 | 38,59 | 22 175 | 43,85 | ||||
| 2026-01-22 | 13F | City Holding Co | 1 509 | 80,94 | 320 | 86,05 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 12 709 | −6,26 | 2 695 | −3,75 | ||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 23 752 | 1,51 | 4 905 | 7,28 | ||||
| 2025-11-12 | 13F | Integrated Advisors Network LLC | 23 505 | 34,82 | 4 854 | 42,44 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 165 522 | 5,35 | 35 092 | 7,50 | ||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 2 305 | 489 | ||||||
| 2025-11-07 | 13F | Florida Financial Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 11 737 | −0,76 | 2 489 | 1,88 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 234 089 | 2,48 | 49 643 | 5,24 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 1 362 | 0,00 | 289 | 2,49 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 2 110 | 447 | ||||||
| 2025-11-13 | 13F | Banque Cantonale Vaudoise | 1 221 | 28,66 | 0 | |||||
| 2025-10-22 | 13F | Cerity Partners LLC | 103 432 | 2,97 | 21 360 | 8,81 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 11 930 | 0,61 | 2 530 | 3,35 | ||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 17 632 | 3 739 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 547 | 0,00 | 116 | 3,57 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 97 922 | −3,01 | 21 272 | 2,02 | ||||
| 2025-11-07 | 13F | Mmbg Investment Advisors Co. | 1 275 | 0,00 | 263 | 5,62 | ||||
| 2025-11-03 | 13F | Great Lakes Advisors, Llc | 10 | −80,77 | 2 | −80,00 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 1 672 | 355 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 106 012 | 1,61 | 22 482 | 4,34 | ||||
| 2025-11-13 | 13F | Lgl Partners, Llc | 1 872 | 0,43 | 387 | 5,18 | ||||
| 2025-11-12 | 13F | Cambridge Investment Research Advisors, Inc. | 423 627 | 0,89 | 87 | 6,10 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 7 164 | 4,75 | 1 519 | 7,58 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 2 172 | 8,98 | 449 | 15,17 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 1 107 | −4,07 | 235 | −1,68 | ||||
| 2026-01-27 | 13F | Michael Brady & Co., LLC | 1 018 | 216 | ||||||
| 2025-11-04 | 13F | Callan Family Office, LLC | 106 381 | −5,18 | 21 969 | 0,20 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 3 114 | 0,00 | 660 | 2,64 | ||||
| 2025-11-14 | 13F | Williams Jones Wealth Management, LLC. | 1 478 | −4,89 | 305 | 0,66 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 14 052 | −0,84 | 2 980 | 1,85 | ||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 111 | 0,00 | 23 | 4,76 | ||||
| 2025-11-04 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 128 265 | −0,31 | 26 488 | 5,35 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 83 200 | 42,98 | 17 644 | 46,84 | ||||
| 2025-11-07 | 13F | Eq Llc | 12 005 | 13,02 | 2 479 | 19,47 | ||||
| 2025-11-05 | 13F | Axim Planning & Wealth | 1 214 | −26,33 | 251 | −22,36 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 5 441 | −0,37 | 1 154 | 2,31 | ||||
| 2025-11-14 | 13F | Marex Group plc | 1 822 | 376 | ||||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 99 896 | 5 987,51 | 20 629 | 6 346,56 | ||||
| 2026-01-21 | 13F | MBA Advisors LLC | 4 397 | 2,11 | 932 | 4,84 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 2 120 | 47,12 | 450 | 51,18 | ||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 1 626 | −0,18 | 336 | 5,35 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 108 331 | 3,03 | 22 953 | 5,70 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 27 749 | 31,67 | 6 029 | 37,22 | ||||
| 2026-01-21 | 13F | Hudson Capital Management LLC | 20 564 | 4,69 | 4 361 | 7,52 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 458 | 0,00 | 97 | 3,19 | ||||
| 2026-01-14 | 13F | Clarus Wealth Advisors | 24 559 | 0,24 | 5 324 | 4,54 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 10 900 | 0,00 | 2 312 | 2,71 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 802 | 49,35 | 170 | 54,55 | ||||
| 2025-11-07 | 13F | Bbr Partners, Llc | 6 352 | 0,00 | 1 312 | 5,64 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 5 096 | 15,01 | 1 081 | 17,01 | ||||
| 2026-01-14 | 13F | Eastern Bank | 4 148 | 3,86 | 880 | 6,67 | ||||
| 2025-11-14 | 13F | Gen-Wealth Partners Inc | 31 906 | 11,28 | 6 589 | 17,60 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 1 501 | 318 | ||||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 22 121 389 | 5,42 | 4 568 288 | 11,41 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 7 508 | 7,44 | 1 592 | 10,33 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 200 090 | 1,16 | 42 433 | 3,89 | ||||
| 2025-11-12 | 13F | Gutierrez Wealth Advisory, LLC | 1 090 | −0,55 | 225 | 5,14 | ||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 54 206 | −1,97 | 11 496 | 0,67 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 638 | 0,00 | 135 | 3,05 | ||||
| 2025-11-12 | 13F | Boston Family Office Llc | 5 743 | 0,00 | 1 | 0,00 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 2 018 | 428 | ||||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 6 799 | −1,29 | 1 442 | 1,34 | ||||
| 2025-11-07 | 13F | Calton & Associates, Inc. | 12 852 | −0,96 | 2 654 | 4,65 | ||||
| 2025-11-13 | 13F | Graney & King, LLC | 316 | 0,00 | 65 | 6,56 | ||||
| 2025-11-14 | 13F | Northwestern Mutual Wealth Management Co | 292 373 | 8,71 | 60 378 | 14,88 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 48 620 | −0,86 | 10 311 | 1,81 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 1 048 | 4,80 | 222 | 7,77 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 26 524 | 0,82 | 5 625 | 3,53 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 4 303 | 94,00 | 913 | 99,13 | ||||
| 2026-01-23 | 13F | Watershed Private Wealth Llc | 3 895 | 0,00 | 826 | 2,61 | ||||
| 2025-10-23 | 13F | Guidance Point Advisors, LLC | 60 483 | −1,50 | 12 501 | 4,18 | ||||
| 2025-11-10 | 13F | Geometric Wealth Advisors | 3 565 | 0,00 | 736 | 5,75 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 1 020 960 | 0,14 | 210 838 | 5,82 | ||||
| 2026-01-15 | 13F | Infinity Wealth Counsel, LLC | 8 109 | −0,49 | 1 720 | 2,20 | ||||
| 2025-11-12 | 13F | Trustmark National Bank Trust Department | 76 108 | 0,57 | 15 717 | 6,28 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 329 691 | 38,55 | 69 918 | 42,28 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 57 033 | 4,31 | 11 778 | 10,22 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 1 752 | 0,00 | 372 | 2,77 | ||||
| 2025-11-13 | 13F | Franklin Resources Inc | 46 088 | −10,88 | 9 518 | −5,83 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 19 317 | 26,02 | 4 036 | 34,72 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 138 396 | −6,86 | 29 350 | −4,36 | ||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 8 727 | 20,69 | 1 851 | 23,91 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 5 767 | −0,60 | 1 187 | 5,24 | ||||
| 2025-11-12 | 13F | Madison Wealth Partners, Inc | 1 087 | 1,40 | 224 | 7,18 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 111 | 0,00 | 24 | 4,55 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 98 136 | 14,28 | 20 266 | 20,77 | ||||
| 2026-02-04 | 13F | United Services Automobile Association | 757 | 469,17 | 161 | 492,59 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 15 | 0,00 | 3 | 0,00 | ||||
| 2026-01-15 | 13F | Polianta Ltd | 42 200 | 5,76 | 9 | 0,00 | ||||
| 2025-11-05 | 13F | Wealthquest Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 56 934 | 5,11 | 11 757 | 11,08 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 24 643 | 24,67 | 5 226 | 28,03 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 10 734 | −0,92 | 2 276 | 1,74 | ||||
| 2025-11-13 | 13F | Beese Fulmer Investment Management, Inc. | 64 783 | 1,36 | 13 378 | 7,12 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 39 429 | 56,98 | 8 362 | 61,19 | ||||
| 2025-11-12 | 13F | Baltimore-Washington Financial Advisors, Inc. | 980 | 202 | ||||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 786 | 0,13 | 167 | 2,47 | ||||
| 2026-01-14 | 13F | Cottonwood Capital Advisors, Llc | 1 312 | 0,00 | 278 | 2,96 | ||||
| 2025-11-05 | 13F | Goodwin Investment Advisory | 1 324 | 0,00 | 273 | 5,81 | ||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 9 707 | −1,67 | 2 059 | 0,98 | ||||
| 2025-10-30 | 13F | Select Asset Management & Trust | 1 199 | 0,00 | 0 | |||||
| 2025-11-17 | 13F | Blue Chip Partners, Inc. | 1 656 | −2,70 | 342 | 2,71 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 4 584 | 0,00 | 972 | 2,75 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 18 082 | 11,14 | 3 835 | 14,14 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 22 | 0,00 | 5 | 0,00 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 149 | 0,00 | 31 | 3,45 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 28 128 | −5,53 | 5 809 | −0,17 | ||||
| 2026-02-02 | 13F | Aurora Private Wealth, Inc. | 2 250 | −0,49 | 0 | |||||
| 2025-11-14 | 13F | Sargent Investment Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-13 | 13F | Clientfirst Wealth Management, LLC | 4 066 | 0,00 | 840 | 5,67 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 1 387 | 0,00 | 294 | 2,80 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 6 886 | 0,00 | 1 460 | 2,67 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 22 893 | 5,81 | 4 855 | 8,66 | ||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-01-28 | 13F | Cadinha & Co Llc | 6 142 | 0,00 | 1 303 | 2,68 | ||||
| 2025-10-30 | 13F | Canopy Partners, LLC | 5 296 | 0,00 | 1 094 | 5,71 | ||||
| 2025-11-14 | 13F | W Advisors, Llc | 26 919 | 0,56 | 5 559 | 6,27 | ||||
| 2025-11-03 | 13F | Florin Court Capital LLP | 19 000 | 211,48 | 3 924 | 229,11 | ||||
| 2025-11-14 | 13F | Ellevest, Inc. | 1 220 | 0,41 | 252 | 5,91 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 73 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 12 539 | 36,81 | 2 659 | 40,54 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 957 | 203 | ||||||
| 2025-11-03 | 13F | Carl P. Sherr & Co., LLC | 4 218 | 0,00 | 871 | 5,70 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 3 729 | 791 | ||||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 73 007 | 42,21 | 15 483 | 46,04 | ||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 1 788 336 | 9,17 | 369 310 | 15,37 | ||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 1 039 | 220 | ||||||
| 2025-11-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4 011 | −15,88 | 828 | −11,06 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 192 | −1,32 | 2 798 | 1,34 | ||||
| 2025-11-12 | 13F | Catalyst Financial Partners Llc | 3 762 | 1,13 | 777 | 6,89 | ||||
| 2025-10-31 | 13F | Peachtree Investment Partners, LLC | 58 | 0,00 | 12 | 9,09 | ||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 1 562 | 39,59 | 331 | 43,29 | ||||
| 2025-11-07 | 13F | King Luther Capital Management Corp | 212 | −17,90 | ||||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 4 210 | −2,09 | 893 | 0,56 | ||||
| 2025-11-13 | 13F | Deutsche Bank Ag\ | 1 970 | 0,00 | 407 | 5,73 | ||||
| 2025-12-18 | 13F | Bush Investment Group, Llc | 14 469 | 5,79 | 2 988 | 11,79 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 14 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Quent Capital, LLC | 2 858 | 4,31 | 606 | 7,26 | ||||
| 2025-11-05 | 13F | Wescott Financial Advisory Group, LLC | 37 649 | 5,03 | 7 775 | 10,99 | ||||
| 2026-01-27 | 13F | Novem Group | 1 017 | −0,29 | 216 | 2,38 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 3 041 | 645 | ||||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 114 475 | 36,23 | 24 277 | 39,90 | ||||
| 2025-10-15 | 13F | Summit Financial Consulting LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 74 | 1,37 | 16 | 0,00 | ||||
| 2025-11-10 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 657 | 0,00 | 962 | 5,60 | ||||
| 2026-01-16 | 13F | Pacific Sage Partners, LLC | 1 764 | 0,00 | 374 | 2,75 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 1 116 | 0,00 | 237 | 2,61 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 13 | 0,00 | 3 | 0,00 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 6 487 | 36,94 | 1 376 | 40,59 | ||||
| 2025-11-10 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 20 373 | 42,56 | 4 321 | 46,39 | ||||
| 2025-10-29 | 13F | Americana Partners, LLC | 4 136 | 1,12 | 854 | 6,88 | ||||
| 2026-01-13 | 13F | Sendero Wealth Management, LLC | 6 040 | 0,07 | 1 281 | 2,73 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 9 879 | −8,52 | 2 095 | −6,05 | ||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 8 549 | 48,14 | 1 813 | 52,14 | ||||
| 2025-11-12 | 13F | Close Asset Management Ltd | 6 958 | 0,00 | 1 | 0,00 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 200 | 0,00 | 42 | 2,44 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 2 190 | 0,00 | 464 | 2,65 | ||||
| 2026-01-12 | 13F | Spinnaker Investment Group, LLC | 3 320 | 50,91 | 704 | 55,07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 341 229 | −5,44 | 72 364 | −2,90 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 1 757 | 0,80 | 373 | 3,62 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 19 332 | −0,07 | 4 100 | 2,60 | ||||
| 2025-11-12 | 13F | Edgar Lomax Co/va | 20 744 | −0,06 | 4 284 | 5,60 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 107 039 | −0,88 | 22 105 | 4,74 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 71 | 0,00 | 15 | 7,14 | ||||
| 2026-01-26 | 13F | Foster Victor Wealth Advisors, LLC | 1 300 | 30,78 | 282 | 36,89 | ||||
| 2025-10-31 | 13F | Copia Wealth Management | 1 491 | 0,00 | 308 | 5,50 | ||||
| 2026-01-05 | 13F | First Hawaiian Bank | 103 421 | −10,51 | 21 932 | −8,10 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 2 371 | 11,26 | 490 | 17,55 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 179 293 | 0,00 | 200 | 0,50 | ||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 1 255 646 | 3,13 | 259 304 | 8,98 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 4 727 | 0,00 | 1 002 | 2,66 | ||||
| 2025-10-14 | 13F | Financial Harvest, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 2 679 | 3,64 | 568 | 6,57 | ||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 12 810 | 28,72 | 2 717 | 32,17 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 13 020 | 0,01 | 2 761 | 2,72 | ||||
| 2026-01-22 | 13F | Lee Financial Co | 7 695 | −3,07 | 1 632 | −0,49 | ||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 8 344 | −34,59 | 1 770 | −32,84 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 1 447 | 8,88 | 307 | 11,68 | ||||
| 2025-12-11 | 13F/A | Seros Financial, LLC | 3 498 | −92,83 | 722 | −92,43 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 25 173 | 5 199 | ||||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 11 074 | 0,91 | 2 287 | 6,62 | ||||
| 2026-01-14 | 13F | First County Bank /CT/ | 1 055 | 0,00 | 224 | 2,76 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-12 | 13F | Integrity Advisory Solutions, LLC | 10 548 | 2 178 | ||||||
| 2025-11-14 | 13F | Wick Capital Partners, LLC | 3 867 | −71,47 | 799 | 9,62 | ||||
| 2025-11-06 | 13F | Onyx Bridge Wealth Group LLC | 1 857 | 0,70 | 383 | 6,39 | ||||
| 2025-10-20 | 13F | Koss-Olinger Consulting, LLC | 157 111 | −0,53 | 30 703 | −0,53 | ||||
| 2025-10-31 | 13F | CFS Investment Advisory Services, LLC | 34 238 | −2,10 | 7 185 | 119 650,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1 215 | −8,72 | 237 | −6,32 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 33 898 | 6,77 | 7 189 | 9,64 | ||||
| 2026-01-29 | 13F | High Point Wealth Management, LLC | 9 849 | 2 089 | ||||||
| 2025-11-06 | 13F | IMA Wealth, Inc. | 438 | 0,00 | 91 | 5,88 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 9 945 | 2 109 | ||||||
| 2025-10-09 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 718 063 | 4,34 | 148 287 | 10,26 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 3 040 | 45,45 | 645 | 49,42 | ||||
| 2025-11-10 | 13F | Zhang Financial LLC | 5 953 | 11,00 | 1 229 | 17,38 | ||||
| 2025-11-14 | 13F | Clark Capital Management Group, Inc. | 1 024 | 211 | ||||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 17 519 | 5,43 | 3 715 | 8,28 | ||||
| 2025-11-14 | 13F | TRUE Private Wealth Advisors | 11 841 | 1,88 | 2 445 | 7,66 | ||||
| 2025-10-31 | 13F | Instrumental Wealth, Llc | 66 287 | 5,64 | 13 810 | 12,35 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 2 500 | 0,00 | 530 | 2,71 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 1 153 776 | 3 286,78 | 244 681 | 3 378,05 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 6 033 | 1,43 | 1 279 | 4,15 | ||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 9 489 | −1,62 | 2 012 | 1,05 | ||||
| 2025-11-12 | 13F | Element Pointe Advisors, Llc | 2 440 | 0,00 | 504 | 5,67 | ||||
| 2026-01-06 | 13F | Afg Fiduciary Services Limited Partnership | 12 118 | −6,91 | 2 578 | −4,34 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 3 718 | 16,84 | 789 | 19,94 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 2 325 | −1,02 | 493 | 1,65 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 2 145 | −4,37 | 423 | −1,17 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 2 419 | 99,42 | 513 | 104,80 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-11-06 | 13F | Gables Capital Management Inc. | 13 330 | 0,00 | 2 753 | 5,68 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Cim, Llc | 1 246 | 0,73 | 257 | 6,64 | ||||
| 2026-01-21 | 13F | Truefg, Llc | 1 145 | 0,00 | 243 | 2,54 | ||||
| 2025-10-21 | 13F | Morris Financial Concepts, Inc. | 19 753 | −0,55 | 4 079 | 5,10 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 12 406 | 0,00 | 2 631 | 2,69 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Stanich Group LLC | 1 072 | 227 | ||||||
| 2025-10-23 | 13F | Sage Financial Management Group, Inc. | 1 084 | 0,00 | 224 | |||||
| 2026-01-14 | 13F | Matthew Goff Investment Advisor, LLC | 84 241 | −0,56 | 17 865 | 2,11 | ||||
| 2026-01-09 | 13F | Friday Financial | 1 600 | 0,00 | 339 | 2,73 | ||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 14 179 | 6,03 | 2 928 | 12,06 | ||||
| 2025-11-03 | 13F | Disciplined Investments, LLC | 2 955 | 0,00 | 610 | 5,72 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 6 340 | −2,63 | 1 309 | 2,91 | ||||
| 2025-11-13 | 13F | Black Swift Group, LLC | 1 400 | 0,00 | 289 | 5,86 | ||||
| 2025-10-23 | 13F | ShoreHaven Wealth Partners, LLC | 1 867 | 0,00 | 386 | 5,77 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 2 195 | 466 | ||||||
| 2025-11-17 | 13F | Hancock Whitney Corp | 18 854 | −3,82 | 3 894 | 1,64 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 1 276 | −1,01 | 271 | 1,50 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 151 922 | 1,31 | 32 218 | 4,04 | ||||
| 2026-01-27 | 13F | Rainey & Randall Investment Management Inc. | 2 243 | 0,81 | 476 | 3,49 | ||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 1 152 | 0,00 | 244 | 2,95 | ||||
| 2026-01-29 | 13F | Traub Capital Management LLC | 7 590 | −2,34 | 1 610 | 0,31 | ||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 137 320 | 14,48 | 28 352 | 20,86 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 28 186 | 18,64 | 5 825 | 24,76 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 95 919 | −1,03 | 19 808 | 4,59 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 15 974 | −2,85 | 3 388 | −0,24 | ||||
| 2025-11-10 | 13F | Rice Partnership, LLC | 382 | 30,82 | 79 | 36,84 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 37 900 | −2,20 | 8 037 | 0,44 | ||||
| 2026-01-23 | 13F | Oxler Private Wealth LLC | 2 948 | 0,34 | 625 | 3,14 | ||||
| 2026-01-08 | 13F | Occidental Asset Management, LLC | 67 465 | −0,03 | 14 307 | 2,66 | ||||
| 2026-01-14 | 13F | Emergent Wealth Advisors, LLC | 6 806 | −1,32 | 1 443 | 1,33 | ||||
| 2025-10-23 | 13F | Clarity Capital Advisors, LLC | 3 639 | 0,00 | 752 | 5,63 | ||||
| 2025-11-14 | 13F | Wimmer Associates 1, Llc | 1 650 | 0,00 | 341 | 5,59 | ||||
| 2025-11-10 | 13F | Vestmark Advisory Solutions, Inc. | 34 393 | 18,14 | 7 102 | 24,86 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 20 845 | −9,13 | 4 421 | −6,69 | ||||
| 2025-11-07 | 13F | Synergy Investment Management, LLC | 1 145 | 0,00 | 236 | 5,83 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 3 224 | −25,02 | 700 | −21,35 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 5 019 | −0,95 | 1 064 | 1,72 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 9 767 | −21,69 | 2 | 0,00 | ||||
| 2025-11-14 | 13F | Moors & Cabot, Inc. | 3 757 | −7,07 | 776 | −1,90 | ||||
| 2025-11-14 | 13F | Maripau Wealth Management Llc | 7 274 | −0,52 | 1 502 | 5,26 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 2 373 | 0,00 | 503 | 2,65 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 1 775 | 0,00 | 376 | 2,73 | ||||
| 2026-01-27 | 13F | BigSur Wealth Management LLC | 8 500 | 0,00 | 1 803 | 2,68 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 48 978 | 11,83 | 10 387 | 14,84 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 4 150 | 0,00 | 880 | 2,68 | ||||
| 2025-11-12 | 13F | Twin Focus Capital Partners, Llc | 14 708 | 134,35 | 3 037 | 147,72 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 5 501 | −0,74 | 1 167 | 1,92 | ||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 18 179 | 18,60 | 3 854 | 21,77 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 2 615 | 84,28 | 555 | 87,80 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 598 | 127 | ||||||
| 2025-11-19 | 13F | Mosaic Financial Group, Llc | 1 718 | 0,29 | 0 | |||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 28 | 0,00 | 6 | 0,00 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 1 068 | 0,00 | 226 | 2,73 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 3 419 | −9,62 | 725 | −7,17 | ||||
| 2026-01-29 | 13F | Farmers & Merchants Trust Co of Long Beach | 5 992 | −17,60 | 1 271 | −15,39 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 62 198 | 7,03 | 12 845 | 16,96 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 6 | 1 | ||||||
| 2026-01-21 | 13F | Mainstream Capital Management LLC | 1 164 | 4,68 | 247 | 7,42 | ||||
| 2025-11-25 | 13F | Arq Wealth Advisors, Llc | 3 292 | 13,17 | 680 | 22,56 | ||||
| 2025-10-27 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 4 287 | 885 | ||||||
| 2025-11-07 | 13F | Murphy & Mullick Capital Management Corp | 352 | 0,00 | 73 | 4,35 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 276 | 0,00 | 59 | 3,57 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 3 995 | 0,00 | 847 | 2,67 | ||||
| 2025-11-12 | 13F | New Age Alpha Advisors, LLC | 11 936 | −15,68 | 2 465 | −10,92 | ||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 260 769 | 133,83 | 54 | 152,38 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 0 | −100,00 | 0 | |||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 27 144 | −2,82 | 5 757 | −0,21 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 604 | 0,00 | 128 | 3,23 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 3 723 | −13,88 | 790 | −11,55 | ||||
| 2025-10-20 | 13F | Continuum Advisory, LLC | 4 347 | 4,44 | 898 | 10,33 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 10 810 | 53,42 | 2 293 | 55,07 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 272 954 | −4,09 | 56 368 | 1,35 | ||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 29 232 | 81,99 | 6 037 | 92,35 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 22 818 | 11,73 | 4 712 | 18,10 | ||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 21 356 | −4,59 | 4 529 | −2,03 | ||||
| 2025-11-06 | 13F | Providence Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 47 786 | −16,71 | 10 463 | −10,85 | ||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 73 200 | −55,68 | 15 117 | −53,17 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 2 054 | 0,00 | 436 | 2,59 | ||||
| 2026-01-23 | 13F | Putney Financial Group LLC | 1 236 | 0,00 | 262 | 2,75 | ||||
| 2026-01-28 | 13F | Cape Ann Savings Bank | 1 176 | −2,08 | 249 | 0,40 | ||||
| 2025-10-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | −100,00 | 0 | |||||
| 2025-11-04 | 13F | Welch & Forbes Llc | 2 600 | 0,00 | 537 | 5,51 | ||||
| 2025-11-12 | 13F | Level Four Advisory Services, Llc | 29 483 | −0,88 | 6 089 | 4,75 | ||||
| 2025-11-14 | 13F | National Bank Of Canada /fi/ | 1 840 | −0,81 | 380 | 4,70 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 174 | −67,72 | 37 | −67,57 | ||||
| 2025-11-14 | 13F | VestGen Advisors, LLC | 86 793 | 1,41 | 17 924 | 6,73 | ||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 11 566 | 20,52 | 2 453 | 23,78 | ||||
| 2025-11-06 | 13F | MidAtlantic Capital Management, Inc. | 5 209 | 0,00 | 1 076 | 5,70 | ||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 5 987 | −0,18 | 1 236 | 5,46 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 2 404 | 496 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 22 567 | 30,27 | 4 786 | 33,77 | ||||
| 2025-11-06 | 13F | Strategic Financial Partners, Ltd. | 1 168 | −11,52 | 241 | −6,23 | ||||
| 2025-11-07 | 13F | Investment Partners, Ltd. | 23 706 | 0,01 | 4 896 | 5,68 | ||||
| 2026-01-21 | 13F | Yousif Capital Management, Llc | 4 493 | 960 | ||||||
| 2025-11-10 | 13F | Cary Street Partner Investment Advisory Llc | 3 130 | 7,67 | 646 | 13,73 | ||||
| 2026-01-13 | 13F | Norden Group Llc | 3 435 | 0,00 | 728 | 2,68 | ||||
| 2025-11-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 763 | −0,68 | 571 | 4,97 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 1 373 | 0,07 | 291 | 2,83 | ||||
| 2025-11-05 | 13F | MCF Advisors LLC | 1 215 | 0,00 | 251 | 5,49 | ||||
| 2026-01-28 | 13F | FORM Wealth Advisors, LLC | 15 892 | −5,87 | 3 370 | 2,15 | ||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 5 823 | 269,01 | 1 235 | 279,69 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 7 799 | −5,13 | 1 654 | −2,59 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 964 | 204 | ||||||
| 2026-01-23 | 13F | Trust Co Of Virginia /va | 2 638 | 0,00 | 559 | 2,76 | ||||
| 2025-11-03 | 13F | Hollencrest Capital Management | 1 094 | 0,09 | 226 | 5,63 | ||||
| 2025-11-07 | 13F | BOK Financial Private Wealth, Inc. | 94 188 | −3,77 | 19 451 | 1,69 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 200 | 0,00 | 42 | 2,44 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 3 016 | −72,14 | 640 | −71,41 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 3 342 | 8,65 | 709 | 11,50 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 13 458 | 1,50 | 2 854 | 4,20 | ||||
| 2025-11-14 | 13F | Fairview Capital Investment Management, Llc | 1 428 | 0,00 | 295 | 5,73 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 1 408 | 0,00 | 269 | −7,59 | ||||
| 2025-11-12 | 13F | Kcm Investment Advisors Llc | 2 000 | 0,00 | 413 | 5,90 | ||||
| 2025-11-13 | 13F | Sei Investments Co | 39 279 | −1,17 | 8 112 | 4,43 | ||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 2 112 | 0,00 | 448 | 2,52 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 4 157 | 1 126,25 | 859 | 1 200,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 120 | 471,43 | 23 | 475,00 | ||||
| 2026-02-04 | 13F | Nwam Llc | 13 559 | −19,03 | 2 939 | −15,74 | ||||
| 2025-11-03 | 13F | Tobias Financial Advisors, Inc. | 14 585 | −3,23 | 3 012 | 2,24 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 22 961 | −0,77 | 4 869 | 1,90 | ||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 1 227 | 0,00 | 260 | 2,77 | ||||
| 2025-11-03 | 13F | Absolute Capital Management, LLC | 8 926 | 24,28 | 1 843 | 31,36 | ||||
| 2026-01-07 | 13F | TCP Asset Management, LLC | 1 796 | 0,00 | 381 | 2,70 | ||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 25 485 | 36,30 | 5 405 | 39,96 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 14 | 3 | ||||||
| 2025-11-14 | 13F | Mariner, LLC | 1 116 038 | 0,23 | 230 454 | 5,92 | ||||
| 2026-01-27 | 13F | Stordahl Capital Management, Inc. | 21 578 | −0,69 | 4 576 | 1,98 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 9 301 | 0,00 | 1 972 | 2,71 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 64 | 0,00 | 14 | 0,00 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 5 578 | 0,04 | 1 183 | 2,69 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 10 861 | 25,63 | 2 303 | 29,02 | ||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 1 065 301 | 5,85 | 220 | 11,73 | ||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 12 488 | 1,57 | 2 648 | 4,33 | ||||
| 2025-10-27 | 13F | Stephens Inc /ar/ | 9 534 | 0,09 | 1 969 | 5,75 | ||||
| 2025-11-17 | 13F | Westshore Wealth, LLC | 1 859 | 0,43 | 384 | 6,09 | ||||
| 2025-11-10 | 13F | EverSource Wealth Advisors, LLC | 6 479 | −2,22 | 1 338 | 3,40 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 16 674 | −4,03 | 3 536 | −1,42 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 1 895 | −2,62 | 402 | 0,00 | ||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 452 678 | −5,56 | 96 000 | −3,02 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 1 495 | 0,88 | 317 | 3,93 | ||||
| 2025-11-14 | 13F | Birnam Oak Advisors, LP | 10 000 | 0,00 | 2 065 | 5,68 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 325 | −86,29 | 67 | −85,53 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 214 | 0,00 | 45 | 2,27 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 41 | 0,00 | 9 | 0,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 15 994 | −2,03 | 3 126 | 0,45 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 89 705 | 50,82 | 19 024 | 54,87 | ||||
| 2025-11-17 | 13F/A | Keystone Financial Group | 4 379 | −6,91 | 904 | −1,63 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 8 826 | 5,00 | 1 872 | 7,84 | ||||
| 2025-11-14 | 13F | Quest Investment Management Llc | 150 813 | 0,00 | 31 144 | 5,68 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 1 919 | 1,00 | 407 | 3,57 | ||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 4 152 | −24,69 | 858 | −20,43 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 6 736 | 7,91 | 1 429 | 10,78 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 26 | 5 | ||||||
| 2026-01-07 | 13F | Lynch & Associates/in | 2 750 | −9,95 | 583 | −7,46 | ||||
| 2025-11-13 | 13F | VSM Wealth Advisory, LLC | 2 323 | 0,17 | 480 | 5,74 | ||||
| 2025-11-14 | 13F | Cardiff Park Advisors, Llc | 2 973 | 0,00 | 614 | 5,69 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 3 400 | 0,59 | 721 | 3,30 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 466 762 | 19,36 | 98 986 | 22,57 | ||||
| 2026-01-06 | 13F | Legacy Financial Group LLC | 71 407 | 14 746 | ||||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 20 873 | 22,11 | 4 427 | 25,42 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 3 964 | 0,00 | 841 | 2,69 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 3 009 | 0,00 | 638 | 2,74 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 112 | 0,00 | 24 | 0,00 | ||||
| 2025-11-10 | 13F | Charles Schwab Investment Management Inc | 2 003 | 15,91 | 414 | 22,55 | ||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 6 538 | 2,40 | 1 387 | 5,16 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 316 | 0,00 | 67 | 3,08 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 118 198 | −1,11 | ||||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Call | 2 600 | 100,00 | 537 | 111,02 | |||
| 2025-11-14 | 13F | Zacks Investment Management | 978 | 202 | ||||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 61 359 | 0,80 | 13 012 | 3,52 | ||||
| 2026-01-27 | 13F | FSR Wealth Management Ltd. | 1 252 | 7,84 | 266 | 10,88 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 9 505 | −3,13 | 2 016 | −0,54 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 21 292 | 107,36 | 4 397 | 119,14 | ||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 15 634 | 5,64 | 3 | 50,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 12 671 | −5,23 | 2 476 | −2,83 | ||||
| 2026-02-03 | 13F | Invst, LLC | 71 235 | 3,23 | 14 711 | 9,08 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 1 091 | 0,00 | 231 | 0,43 | ||||
| 2025-10-16 | 13F | Custos Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 14 | 3 | ||||||
| 2025-10-30 | 13F | Northstar Asset Management Inc | 1 747 | 361 | ||||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 7 | 1 | ||||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 1 070 | 2,88 | 227 | 5,61 | ||||
| 2025-11-24 | 13F | Cherry Tree Wealth Management, LLC | 212 | 0,00 | 44 | 4,88 | ||||
| 2026-01-12 | 13F | Benin Management CORP | 990 | 0,00 | 210 | 2,45 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 29 060 | −1,34 | 6 163 | 1,32 | ||||
| 2025-08-14 | 13F | Acas, Llc | 21 554 | −1,87 | 4 359 | 7,90 | ||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 81 023 | −5,10 | 16 732 | 0,29 | ||||
| 2025-11-14 | 13F | Evoke Wealth, Llc | 245 376 | −0,60 | 50 673 | 5,04 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 96 773 | −0,11 | 20 523 | 2,58 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 8 292 | −24,72 | 1 712 | −20,45 | ||||
| 2025-10-29 | 13F | SFI Advisors, LLC | 30 196 | −2,19 | 6 236 | 3,37 | ||||
| 2025-11-13 | 13F | University Of Texas/texas Am Investment Managment Co | 20 | 0,00 | 4 | 33,33 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1 421 | 5,73 | 301 | 8,66 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 2 805 | 9,44 | 595 | 12,29 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 131 894 | 6,02 | 27 237 | 12,04 | ||||
| 2025-11-04 | 13F | McKinley Carter Wealth Services, Inc. | 143 183 | −3,10 | 29 569 | 2,40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 5 002 | 0,00 | 1 061 | 2,71 | ||||
| 2026-02-02 | 13F | LVZ Advisors, Inc. | 592 080 | −0,55 | 125 562 | 2,13 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 226 | 0,00 | 48 | 2,17 | ||||
| 2025-11-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 318 | 0,00 | 272 | 5,84 | ||||
| 2025-10-21 | 13F | Commonwealth Financial Services, LLC | 12 505 | 30,18 | 2 582 | 37,56 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 8 921 | 71,26 | 1 892 | 75,91 | ||||
| 2026-01-16 | 13F | West Branch Capital LLC | 1 355 | 0,00 | 287 | 2,87 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 712 | −2,20 | 151 | 0,00 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 209 | −32,14 | 44 | −30,16 | ||||
| 2025-12-23 | 13F/A | Triumph Capital Management | 2 117 | −2,44 | 437 | 3,07 | ||||
| 2025-11-14 | 13F | Archetype Wealth Partners | 1 651 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Peregrine Asset Advisers, Inc. | 15 324 | −1,34 | 3 250 | 1,31 | ||||
| 2025-10-23 | 13F | Anb Bank | 1 177 | −8,33 | 243 | −2,80 | ||||
| 2026-02-03 | 13F | Capstone Triton Financial Group, LLC | 1 844 | 0,38 | 391 | 3,17 | ||||
| 2025-10-23 | 13F | SkyOak Wealth, LLC | 2 460 | 0,00 | 508 | 5,83 | ||||
| 2026-01-29 | 13F | Cornerstone National Bank & Trust Co | 305 | 0,00 | 65 | 3,23 | ||||
| 2025-11-04 | 13F | Greykasell Wealth Strategies, Inc. | 576 | 0,00 | 119 | 5,36 | ||||
| 2025-11-05 | 13F | Correct Capital Wealth Management | 1 334 | 0,00 | 275 | 5,77 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 63 045 | 49,40 | 13 370 | 53,42 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 1 210 | 0,33 | 257 | 2,81 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 6 272 | 0,00 | 1 330 | 2,70 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 958 | 203 | ||||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 1 772 | 0,00 | 376 | 2,74 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 25 820 | 51,61 | 5 586 | 57,49 | ||||
| 2025-10-30 | 13F | Colton Groome Financial Advisors, Llc | 1 620 | −4,14 | 335 | 1,21 | ||||
| 2025-11-14 | 13F | Glen Eagle Advisors, LLC | 21 043 | 5,04 | 4 346 | 11,01 | ||||
| 2025-11-17 | 13F | Pin Oak Investment Advisors Inc | 20 | −50,00 | 4 | |||||
| 2025-11-12 | 13F | One Wealth Capital Management, Llc | 31 127 | 2,13 | 6 428 | 7,94 | ||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 1 286 | −4,03 | 266 | 1,53 | ||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 292 640 | −0,42 | 62 060 | 2,26 | ||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 2 482 | −0,32 | 526 | 2,33 | ||||
| 2025-11-12 | 13F | Arete Wealth Advisors, LLC | 6 794 | 3,27 | 1 | 0,00 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 2 590 | 5,84 | 549 | 8,71 | ||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 366 | 76 | ||||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 2 875 | 1,09 | 594 | 6,85 | ||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 4 472 | 0,00 | 948 | 2,71 | ||||
| 2026-01-26 | 13F | SMART Wealth LLC | 1 962 | 54,12 | 416 | 58,78 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 36 230 | 244,16 | 7 683 | 253,57 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 22 596 | −14,82 | 4 666 | −9,97 | ||||
| 2025-11-06 | 13F | Gallagher Capital Advisors, LLC | 4 751 | 0,42 | 988 | 4,55 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 189 972 | −1,84 | 40 777 | 1,38 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 24 | −94,43 | 5 | −94,38 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 585 396 | 1,44 | 124 145 | 4,17 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | −100,00 | 0 | |||||
| 2025-11-12 | 13F | Tiaa Trust, National Association | 18 011 | 0,63 | 3 719 | 6,35 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 50 | 0,00 | 11 | 0,00 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 1 532 | −71,36 | 233 | −77,80 | ||||
| 2025-11-14 | 13F | Matrix Private Capital Group Llc | 4 539 | 0,00 | 937 | 5,64 | ||||
| 2025-11-12 | 13F | Stifel Financial Corp | 3 019 690 | 3,13 | 623 598 | 8,98 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 154 | 0,00 | 33 | 3,23 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 22 238 | 1,24 | 4 716 | 3,97 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 2 967 | 0,00 | 613 | 5,70 | ||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 1 487 | 13,17 | 322 | 18,01 | ||||
| 2025-11-14 | 13F | High Falls Advisors, Inc | 117 353 | 3,86 | 24 235 | 9,75 | ||||
| 2025-11-12 | 13F | M1 Capital Management LLC | 79 803 | −0,80 | 16 480 | 4,83 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 5 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-15 | 13F | DB Fitzpatrick & Co, Inc | 95 | 0,00 | 20 | 5,26 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 214 431 | 5,17 | 45 475 | 8,01 | ||||
| 2025-10-31 | 13F | Chilton Capital Management Llc | 373 | 77 | ||||||
| 2025-11-10 | 13F | White Pine Capital Llc | 6 582 | −3,01 | 1 359 | 2,49 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 1 806 | 0,00 | 383 | 2,69 | ||||
| 2025-11-10 | 13F | Alexander Randolph Advisory Inc | 1 720 | 27,60 | 355 | 34,98 | ||||
| 2025-11-14 | 13F | Scotia Capital Inc. | 11 945 | 0,00 | 2 467 | 5,66 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 70 | 0,00 | 15 | 0,00 | ||||
| 2026-01-29 | 13F/A | Stockman Wealth Management, Inc. | 2 800 | 0,00 | 594 | 2,60 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 2 653 | 7,54 | 563 | 10,41 | ||||
| 2025-11-03 | 13F | Atlantic Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-14 | 13F | Ironwood Wealth Management, Inc. | 66 137 | −2,26 | 14 378 | 4,93 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 150 083 | 41,60 | 31 853 | 45,53 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 17 291 | −4,56 | 3 571 | 0,85 | ||||
| 2025-10-27 | 13F | Hoxton Planning & Management, LLC | 24 744 | −8,42 | 5 110 | −3,22 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-08 | 13F | Grove Bank & Trust | 1 290 | 0,00 | 274 | 2,63 | ||||
| 2025-11-05 | 13F | Ironwood Investment Counsel, LLC | 2 045 | −0,05 | 422 | 5,76 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 28 901 | −0,61 | 6 129 | 2,07 | ||||
| 2025-11-14 | 13F | Michelson Medical Research Foundation, Inc. | 51 905 | 0,00 | 10 719 | 5,67 | ||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 26 811 | −1,52 | 5 686 | 1,12 | ||||
| 2026-01-27 | 13F | Klaas Financial Asset Advisors, LLC | 7 675 | −1,65 | 1 628 | 0,99 | ||||
| 2026-01-14 | 13F | Lee-Kelleher Wealth Management | 3 647 | 0,00 | 773 | 2,66 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 101 080 | −2,06 | 21 587 | 1,28 | ||||
| 2026-01-26 | 13F | Quattro Financial Advisors Llc | 3 362 | 0,00 | 713 | 2,59 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 75 089 | −2,15 | 15 924 | 0,49 | ||||
| 2025-11-04 | 13F | PAX Financial Group, LLC | 86 491 | 11,69 | 17 861 | 18,03 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5 300 | −32,05 | 1 095 | −28,22 | |||
| 2026-01-21 | 13F | Rathbone Brothers plc | 7 268 | 0,12 | 1 541 | 2,80 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 3 | 0,00 | 1 | |||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 22 744 | 13,79 | 4 697 | 20,26 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 195 | 0,52 | 41 | 5,13 | ||||
| 2025-10-20 | 13F | Sequent Asset Management, LLC | 12 162 | −10,91 | 2 512 | −5,85 | ||||
| 2025-10-24 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 931 | −0,85 | 1 844 | 4,77 | ||||
| 2025-11-13 | 13F | South Plains Financial, Inc. | 7 016 | 0,00 | 1 449 | 5,62 | ||||
| 2026-01-14 | 13F | Thompson Investment Management, Inc. | 17 752 | 2,54 | 3 765 | 5,29 | ||||
| 2025-11-07 | 13F | Ingalls & Snyder Llc | 1 149 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Barclays Plc | 264 512 | −3,48 | 54 624 | 102 964,15 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 80 | 16 | ||||||
| 2025-11-06 | 13F | Missouri Trust & Investment Co | 881 | 182 | ||||||
| 2025-10-23 | 13F | Evolution Wealth Management Inc. | 1 331 | −0,97 | 275 | 4,58 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 2 131 | −0,61 | 452 | 1,81 | ||||
| 2025-10-31 | 13F | Cullen/frost Bankers, Inc. | 91 581 | −0,08 | 18 912 | 5,59 | ||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 1 095 | 232 | ||||||
| 2025-11-13 | 13F | Betterment LLC | 378 298 | −2,71 | 78 | 4,00 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 5 037 | 0,00 | 1 068 | 2,69 | ||||
| 2025-11-14 | 13F | United Capital Financial Advisers, Llc | 536 893 | 3,27 | 110 874 | 9,14 | ||||
| 2025-10-31 | 13F | First Citizens Bank & Trust Co | 16 664 | 0,85 | 3 441 | 6,57 | ||||
| 2026-01-15 | 13F | J. Safra Sarasin Holding AG | 4 753 | 0,00 | 1 015 | 4,10 | ||||
| 2025-11-13 | 13F | Nvest Financial, LLC | 37 304 | −16,66 | 7 704 | −11,94 | ||||
| 2026-01-22 | 13F | Quotient Wealth Partners, LLC | 24 056 | 4,37 | 5 102 | 7,19 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 9 398 | −0,61 | 2 | 0,00 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 39 131 | −0,58 | 8 081 | 5,06 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 4 056 | −0,37 | 860 | 2,38 | ||||
| 2026-01-14 | 13F | Whitcomb & Hess, Inc. | 6 365 | 1,37 | 1 380 | 6,40 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 946 | 201 | ||||||
| 2025-11-12 | 13F | AlphaCore Capital LLC | 18 322 | −2,40 | 3 784 | 3,14 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 14 669 | 20,70 | 3 111 | 23,95 | ||||
| 2025-11-10 | 13F | Michels Family Financial, LLC | 5 329 | −3,88 | 1 101 | 1,57 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 3 646 | 0,00 | 773 | 2,79 | ||||
| 2025-11-04 | 13F | Bridges Investment Management Inc | 16 135 | −0,80 | 3 332 | 4,85 | ||||
| 2025-11-14 | 13F | Vident Advisory, LLC | 3 124 | 61,53 | 645 | 71,09 | ||||
| 2025-11-17 | 13F | GWM Advisors LLC | 703 676 | −1,08 | 145 316 | 4,54 | ||||
| 2025-11-06 | 13F | Centerpoint Advisors, LLC | 38 801 | 0,00 | 8 | 14,29 | ||||
| 2026-01-14 | 13F | Lantz Financial LLC | 38 608 | 40,87 | 8 188 | 44,67 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 470 | −51,19 | 100 | −50,00 | ||||
| 2025-11-10 | 13F | Fortis Advisors, LLC | 1 129 | 5,71 | 233 | 12,02 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 209 252 | 41,06 | 44 376 | 44,86 | ||||
| 2025-10-30 | 13F | Millington Financial Advisors, LLC | 2 027 | 0,40 | 414 | 2,48 | ||||
| 2025-11-13 | 13F | Oxford Financial Group Ltd | 17 423 | −0,55 | 3 598 | 5,11 | ||||
| 2025-11-07 | 13F | May Hill Capital, LLC | 38 085 | 52,62 | 7 865 | 61,28 | ||||
| 2025-11-14 | 13F | Turim 21 Investimentos Ltda. | 1 206 | −45,85 | 72 | −83,45 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 1 897 | 52,25 | 402 | 56,42 | ||||
| 2025-11-13 | 13F | Rehmann Capital Advisory Group | 656 319 | 4,84 | 135 627 | 10,87 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 1 215 | 0,50 | 258 | 3,21 | ||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 2 439 | −0,61 | 517 | 2,17 | ||||
| 2025-10-27 | 13F | New Republic Capital, LLC | 2 021 | 2,07 | 417 | 8,03 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 1 573 | 0,00 | 334 | 2,78 | ||||
| 2025-11-14 | 13F | Yukon Wealth Management, Inc. | 9 399 | −1,30 | 1 941 | 4,30 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 29 496 | 6 | ||||||
| 2026-01-20 | 13F | Home Federal Bank Of Tennessee | 393 163 | 0,22 | 83 378 | 2,92 | ||||
| 2025-11-14 | 13F | Morgan Stanley | 14 209 911 | 0,53 | 2 934 489 | 6,23 | ||||
| 2026-02-04 | 13F | Beverly Hills Private Wealth, LLC | 1 577 | 0,00 | 326 | 0,00 | ||||
| 2025-11-13 | 13F | Eldridge Investment Advisors, Inc. | 7 885 | −3,78 | 1 628 | 1,69 | ||||
| 2025-10-29 | 13F | Element Wealth, LLC | 1 998 | −21,83 | 413 | −17,43 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 65 357 | −3,95 | 12 772 | −1,50 | ||||
| 2025-11-07 | 13F | Fortis Group Advisors, LLC | 100 | 0,00 | 21 | 5,26 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 1 399 | 0,00 | 297 | 2,78 | ||||
| 2025-11-14 | 13F | Ieq Capital, Llc | 82 312 | 33,49 | 16 998 | 41,07 | ||||
| 2026-01-26 | 13F | Moss Adams Wealth Advisors LLC | 4 525 | 0,00 | 960 | 2,68 | ||||
| 2025-11-14 | 13F | GreatBanc Trust CO | 2 225 | 459 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 383 069 | 38,50 | 81 237 | 42,23 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 103 211 | 19,18 | 21 888 | 22,38 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 792 | −3,50 | 388 | 0,26 | ||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 10 214 | 0,83 | 2 166 | 3,59 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 684 | 82,40 | 145 | 88,31 | ||||
| 2026-01-21 | 13F | Greenhouse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-07 | 13F | Processus Wealth & Capital Management, LLC | 1 850 | −14,51 | 392 | −12,11 | ||||
| 2026-01-23 | 13F | Patriot Investment Management Inc. | 9 237 | 0,00 | 1 959 | 2,67 | ||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 1 822 | 27,23 | 386 | 30,85 | ||||
| 2026-01-14 | 13F | Crumly & Associates Inc. | 1 009 | 0,00 | 214 | 2,40 | ||||
| 2026-01-12 | 13F | Client 1st Advisory Group, Llc | 1 391 | 3,19 | 295 | 5,76 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 62 783 | 44,48 | 12 965 | 52,66 | ||||
| 2025-11-13 | 13F | Tortoise Investment Management, LLC | 30 343 | −0,56 | 6 266 | 5,10 | ||||
| 2025-11-14 | 13F | Sierra Capital LLC | 48 825 | 0,02 | 10 | 11,11 | ||||
| 2025-11-04 | 13F | Simmons Bank | 1 238 | 3,25 | 256 | 8,97 | ||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 1 677 | 47,62 | 359 | 52,12 | ||||
| 2025-11-06 | 13F | Bridge Generations Wealth Management Llc | 6 | 0,00 | 1 | 0,00 | ||||
| 2025-11-13 | 13F | Spectrum Planning & Advisory Services Inc. | 4 366 | −12,01 | 902 | −7,02 | ||||
| 2025-11-13 | 13F | Nicolet Advisory Services, Llc | 7 520 | 0,00 | 1 563 | 6,91 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 1 071 | 2,78 | 227 | 5,58 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 7 171 | −12,50 | 1 486 | −7,82 | ||||
| 2025-11-14 | 13F | Talisman Wealth Advisors LLC | 2 916 | 31,12 | 602 | 38,71 | ||||
| 2025-11-12 | 13F | Laffer Investments | 9 049 | 1 869 | ||||||
| 2025-11-14 | 13F | Warren Averett Asset Management, LLC | 139 232 | 8,27 | 28 753 | 14,42 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | −100,00 | 0 | |||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 2 467 550 | 40,44 | 523 | 44,48 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 2 313 | −0,30 | 478 | 5,30 | ||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 99 698 | 2,72 | 21 143 | 5,49 | ||||
| 2025-11-12 | 13F | Empirical Asset Management, LLC | 8 619 | 1,41 | 1 780 | 7,17 | ||||
| 2025-11-10 | 13F | Ascension Capital Advisors, Inc. | 1 033 | −7,52 | 213 | −2,29 | ||||
| 2025-10-24 | 13F | Cedar Mountain Advisors, LLC | 118 | 24 | ||||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 225 | −21,88 | 48 | −20,34 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 8 | 2 | ||||||
| 2025-11-12 | 13F | Mill Creek Capital Advisors, LLC | 9 068 | 0,11 | 1 873 | 5,76 | ||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 7 704 | 76,01 | 1 634 | 80,84 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 965 441 | 26,49 | 204 741 | 29,90 | ||||
| 2026-01-20 | 13F | FLP Wealth Management, LLC | 23 964 | 1 182,87 | 647 | 68,05 | ||||
| 2025-11-06 | 13F | Plan A Wealth LLC | 1 165 | 0,00 | 241 | 5,73 | ||||
| 2026-01-07 | 13F | Everpar Advisors Llc | 1 715 | −43,90 | 364 | −42,47 | ||||
| 2025-10-31 | 13F | Taylor Financial Group, Inc. | 8 737 | 0,00 | 1 804 | 5,68 | ||||
| 2026-01-20 | 13F | Investment Research & Advisory Group, Inc. | 2 579 | 0,47 | 547 | 3,02 | ||||
| 2026-01-13 | 13F | Regatta Capital Group, Llc | 2 055 | −0,92 | 436 | 1,64 | ||||
| 2026-01-29 | 13F | BKM Wealth Management, LLC | 64 561 | 1,02 | 13 692 | 3,74 | ||||
| 2026-01-15 | 13F | Polaris Investment Advisors, LLC | 44 962 | 9 535 | ||||||
| 2025-10-29 | 13F | Stenger Family Office, LLC | 27 060 | −0,46 | 5 721 | 6,06 | ||||
| 2025-11-13 | 13F | IPG Investment Advisors LLC | 3 898 | 5,58 | 805 | 11,51 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 6 035 | 0,60 | 1 280 | 3,31 | ||||
| 2025-11-05 | 13F | Spinnaker Trust | 2 817 | 3,60 | 582 | 9,42 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 49 363 | −0,82 | 10 194 | 4,80 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 6 835 | −2,54 | 1 449 | 0,07 | ||||
| 2025-11-03 | 13F | Stage Harbor Financial, Llc | 2 460 | 0,00 | 508 | 5,83 | ||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 12 701 | 0,00 | 2 694 | 2,71 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 3 137 | 8,10 | 665 | 11,02 | ||||
| 2025-11-06 | 13F | Gunma Bank,Ltd. | 14 000 | −50,00 | 3 | −60,00 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 202 639 | 5,09 | 39 600 | 7,76 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Summit Financial, LLC | 110 778 | 1 570,10 | 22 877 | 1 665,12 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 3 769 | 71,32 | 799 | 75,99 | ||||
| 2026-02-02 | 13F | Guardian Wealth Advisors, LLC | 21 497 | −9,00 | 4 559 | −6,56 | ||||
| 2026-01-27 | 13F | Seeds Investor Llc | 1 354 | 15,53 | 287 | 19,09 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 10 186 | 0,00 | 2 203 | 4,06 | ||||
| 2026-01-14 | 13F | Praetorian Wealth Management, Inc. | 129 472 | −1,29 | 27 457 | 1,37 | ||||
| 2025-10-03 | 13F | West Oak Capital, LLC | 4 686 | −12,10 | 10 | −10,00 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 11 278 | 107,55 | 2 392 | 113,10 | ||||
| 2026-01-21 | 13F | Bank Of Stockton | 54 596 | −5,42 | 11 578 | −2,87 | ||||
| 2025-10-16 | 13F/A | HBK Sorce Advisory LLC | 8 082 | −3,48 | 1 669 | 1,96 | ||||
| 2025-11-05 | 13F | J.w. Cole Advisors, Inc. | 76 997 | 6,44 | 15 901 | 12,48 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-13 | 13F | LifePlan Investment Advisors, Inc. | 16 082 | 18,94 | 3 321 | 25,70 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 200 | 0,00 | 42 | 2,44 | ||||
| 2025-11-06 | 13F | Atria Investments Llc | 218 255 | 12,91 | 45 072 | 19,31 | ||||
| 2025-11-06 | 13F | PACK Private Wealth, LLC | 5 256 | −2,70 | 1 085 | 2,84 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 1 440 | −34,25 | 0 | |||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 199 030 | 43,98 | 42 208 | 47,86 | ||||
| 2026-01-21 | 13F | Finley Financial, LLC | 8 835 | −2,75 | 1 874 | −0,16 | ||||
| 2025-10-15 | 13F | MJT & Associates Financial Advisory Group, Inc. | 6 931 | −6,60 | 1 431 | −1,31 | ||||
| 2026-01-20 | 13F | St. Clair Advisors, LLC | 15 669 | 0,00 | 3 323 | 2,69 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 18 926 | 0,00 | 4 014 | 2,69 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 18 991 | 0,00 | 3 711 | 2,54 | ||||
| 2026-01-13 | 13F | Signature Securities Group Corporation | 23 997 | −0,46 | 5 089 | 2,23 | ||||
| 2025-11-12 | 13F | Insigneo Advisory Services, Llc | 3 520 | 13,44 | 727 | 19,80 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 16 731 | 101,21 | 3 548 | 106,64 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 5 581 | 0,00 | 1 184 | 2,69 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 74 | 0,00 | 15 | 0,00 | ||||
| 2025-10-31 | 13F | Avantax Planning Partners, Inc. | 7 927 | −0,10 | 1 637 | 5,61 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 1 014 | −82,07 | 209 | −81,09 | ||||
| 2025-11-14 | 13F | Vernal Point Advisors, LLC | 1 250 | 258 | ||||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 14 323 | 42,05 | 3 037 | 45,87 | ||||
| 2026-01-12 | 13F | Ffg Retirement Advisors Llc | 21 351 | 0,70 | 4 528 | 3,40 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 14 643 | 1,98 | 3 105 | 4,72 | ||||
| 2025-11-13 | 13F | Keystone Financial Services | 93 830 | 2,44 | 19 377 | 8,25 | ||||
| 2026-01-14 | 13F | Catalyst Private Wealth, Llc | 7 074 | 0,00 | 1 500 | 2,74 | ||||
| 2025-11-10 | 13F | Bradley Foster & Sargent Inc/ct | 37 316 | −0,60 | 7 706 | 5,04 | ||||
| 2026-01-15 | 13F | Investment Partners Asset Management, Inc. | 1 200 | 0,00 | 254 | 2,83 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 9 547 | 18,97 | 2 025 | 27,86 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 52 615 | 13,95 | 10 282 | 16,85 | ||||
| 2026-01-15 | 13F | Cassilly Financial Group LLC | 10 816 | 2 294 | ||||||
| 2025-11-14 | 13F | Campion Asset Management LLC | 1 633 | −0,31 | 337 | 5,31 | ||||
| 2026-01-26 | 13F | Courage Miller Partners, LLC | 1 547 | 0,00 | 328 | 2,82 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98 635 | 10,07 | 21 334 | 14,52 | ||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 28 013 | 1,21 | 5 785 | 6,95 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 61 | 0,00 | 13 | 0,00 | ||||
| 2025-11-14 | 13F | Punch & Associates Investment Management, Inc. | 15 | 0,00 | 3 | 50,00 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 6 048 | 1,66 | 1 283 | 4,40 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-22 | 13F | Beacon Financial Planning, Inc | 1 458 | 0,48 | 309 | 3,34 | ||||
| 2025-11-12 | 13F | Resolute Wealth Strategies, LLC | 23 165 | −0,86 | 4 784 | 4,78 | ||||
| 2026-01-15 | 13F | Hara Capital LLC | 2 335 | 0,00 | 495 | 2,70 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 7 990 | 0,00 | 1 650 | 5,70 | ||||
| 2025-11-13 | 13F | WCG Wealth Advisors LLC | 38 866 | 1,54 | 8 026 | 7,30 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 4 138 | −2,70 | 878 | 1,15 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 76 594 | −3,45 | 16 243 | −0,85 | ||||
| 2026-02-03 | 13F | Patton Albertson Miller Group, Llc | 5 380 | −0,02 | 1 141 | 2,61 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 113 637 | 76,64 | 24 099 | 81,40 | ||||
| 2025-11-13 | 13F | Navalign, LLC | 2 225 | −7,45 | 459 | −2,13 | ||||
| 2026-01-14 | 13F | Shulman DeMeo Asset Management LLC | 3 248 | 0,43 | 689 | 3,15 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 15 899 | 10,29 | 3 305 | 16,71 | ||||
| 2025-11-10 | 13F | Advyzon Investment Management, LLC | 3 358 | 120,05 | 693 | 132,55 | ||||
| 2025-11-05 | 13F | Savant Capital, LLC | 87 728 | −0,90 | 18 117 | 4,72 | ||||
| 2025-11-14 | 13F | Hilltop Holdings Inc. | 9 929 | −2,08 | 2 050 | 3,48 | ||||
| 2025-10-28 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2 063 | 1,08 | 426 | 7,04 | ||||
| 2025-11-12 | 13F | RKL Wealth Management LLC | 17 861 | −6,11 | 3 688 | −0,78 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6 222 | 12,27 | 1 216 | 15,04 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 35 171 | 6,75 | 7 459 | 9,63 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 959 | −14,07 | 840 | −11,78 | ||||
| 2026-01-21 | 13F | Register Financial Advisors LLC | 385 | −3,51 | 82 | −1,22 | ||||
| 2025-11-12 | 13F | Modern Wealth Management, LLC | 222 823 | 1,06 | 46 015 | 6,80 | ||||
| 2026-01-08 | 13F | Fulton Bank, N.a. | 1 931 | −7,03 | 410 | −4,44 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 1 305 | −3,33 | 277 | −0,72 | ||||
| 2026-01-14 | 13F | Fairvoy Private Wealth, LLC | 2 174 | −1,14 | 461 | 1,32 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 10 181 | −82,85 | 2 102 | −81,88 | ||||
| 2025-11-12 | 13F | Davis R M Inc | 982 | 203 | ||||||
| 2025-11-12 | 13F | LPL Financial LLC | Put | 1 200 | 0,00 | 248 | 5,56 | |||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 1 026 | 0,00 | 218 | 2,84 | ||||
| 2025-11-12 | 13F | LPL Financial LLC | 8 546 412 | 8,02 | 1 764 919 | 14,15 | ||||
| 2025-11-03 | 13F | Fidelis Capital Partners, LLC | 4 584 | 947 | ||||||
| 2026-01-29 | 13F | RMR Wealth Builders | 1 312 | 278 | ||||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 2 592 | 3,68 | 550 | 6,40 | ||||
| 2025-11-14 | 13F | Lazard Asset Management Llc | 1 150 | 0,00 | 237 | |||||
| 2025-11-13 | 13F | Change Path, LLC | 211 410 | 4,37 | 43 658 | 10,29 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 4 134 | −0,60 | 877 | 2,10 | ||||
| 2025-11-04 | 13F | Allianz Asset Management GmbH | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | YHB Investment Advisors, Inc. | 35 748 | 0,46 | 7 581 | 3,16 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 3 783 | 36,87 | 802 | 40,70 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 3 476 | 4,48 | 737 | 7,28 |
Other Listings
| US:IVE | 218,93 US$ |
