Grundläggande statistik
| Institutionella ägare | 3888 total, 3876 long only, 0 short only, 12 long/short - change of 1,46% MRQ |
| Aktiepris | 695,08 |
| Genomsnittlig portföljallokering | 2.7870 % - change of −4,88% MRQ |
| Institutionella aktier (lång) | 571 741 563 (ex 13D/G) - change of 54,00MM shares 10,43% MRQ |
| Institutionellt värde (lång) | $ 326 501 522 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard S&P 500 ETF (GB:0LO6) har 3888 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 571,741,563 aktier. Största aktieägare inkluderar Vanguard Global Advisers, LLC, Vanguard Group Inc, California Public Employees Retirement System, Raymond James Financial Inc, Bank Of America Corp /de/, Jpmorgan Chase & Co, Morgan Stanley, Jones Financial Companies Lllp, Goldman Sachs Group Inc, and Envestnet Asset Management Inc .
Vanguard Index Funds - Vanguard S&P 500 ETF (LSE:0LO6) 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%.
The share price as of May 29, 2026 is 695,08 / share. Previously, on June 2, 2025, the share price was 542,48 / share. This represents an increase of 28,13% over that period.
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
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Bank Hapoalim Bm | 154 934 | −23,58 | 93 | −27,56 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 34 292 | 5,78 | 20 491 | 0,79 | ||||
| 2026-04-13 | 13F | Defender Capital, LLC. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 17 292 | 32,98 | 10 333 | 26,71 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1 | 0,00 | 1 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 349 162 | −6,30 | 208 642 | −10,72 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 70 735 | 6,54 | 42 268 | 1,52 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 741 | 20,10 | 443 | 14,51 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | Put | 1 315 | −16,15 | |||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 448 433 | −4,86 | 267 961 | −9,35 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 25 688 | −1,92 | 15 350 | −6,55 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2 492 | −1,31 | 1 489 | −5,94 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 39 351 | −30,31 | 23 514 | −33,60 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 1 750 | 1,63 | 1 046 | −3,15 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 23 960 | −23,41 | 14 317 | −27,02 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 7 320 | 0,52 | 4 375 | −4,18 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 1 332 | −6,39 | 796 | −10,76 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2 405 | 119,03 | 1 437 | 127,73 | ||||
| 2026-05-08 | 13F | Searle & Co. | 405 | 0,00 | 242 | −4,35 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 12 600 | 29,87 | 7 529 | 23,75 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 528 | 19,19 | 0 | |||||
| 2026-04-22 | 13F | Truefg, Llc | 1 326 | −3,00 | 792 | −7,48 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 8 744 | 29,10 | 5 | 25,00 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 91 667 | 7,83 | 54 776 | 2,74 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 381 | 12,06 | 228 | 6,57 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 84 | 68,00 | 50 | 61,29 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 0 | −100,00 | 0 | |||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 1 109 | 0,09 | 695 | 2,51 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 331 | 512,96 | 198 | 496,97 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 599 | 25,05 | 358 | 19,33 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 796 | 22,09 | 0 | |||||
| 2026-02-17 | 13F | Scientech Research LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 5 851 | −1,96 | 3 496 | −6,57 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 794 | 474 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 61 079 | 3,28 | 36 498 | −1,59 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 13 860 | 15,18 | 8 282 | 9,75 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 403 | 0,00 | 264 | 2,73 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 38 829 | −0,73 | 23 202 | −5,41 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 305 | −2,24 | 182 | −7,18 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 9 153 | −1,98 | 5 470 | −6,59 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 540 | 323 | ||||||
| 2026-05-01 | 13F | Dumac, Inc. | 1 056 580 | 42,04 | 631 359 | 35,34 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1 232 | 28,47 | 736 | 22,46 | ||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 1 032 | 0,00 | 617 | −4,79 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 13 066 | 7 807 | ||||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 473 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 87 577 | 0,12 | 52 331 | −4,60 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 1 394 | −11,44 | 833 | −15,70 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 1 112 | 0,27 | 664 | −4,46 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 3 455 | 0,00 | 2 065 | −4,71 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 4 691 | −15,83 | 2 804 | −19,80 | ||||
| 2026-04-09 | 13F | Overbrook Management Corp | 543 | 3,63 | 324 | −1,22 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 784 | −2,49 | 468 | −7,14 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 3 915 | −3,36 | 2 455 | −1,01 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 402 887 | 8,04 | 240 745 | 2,94 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 107 | −96,38 | 64 | −96,60 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 1 928 | −4,51 | 1 152 | −8,93 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 17 068 | −21,07 | 10 197 | 78 330,77 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 878 | −3,62 | 525 | −8,23 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 589 | 16,87 | 352 | 11,08 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 9 540 | 5 701 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 2 560 | −0,43 | 1 529 | −5,15 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 13 099 | 454,34 | 8 | 600,00 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 736 | 36,04 | 440 | 29,79 | ||||
| 2026-05-07 | 13F | Lountzis Asset Management, Llc | 1 024 | 0,00 | 612 | −4,83 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 245 | −59,50 | 146 | −61,48 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 521 | −11,54 | 311 | −15,72 | ||||
| 2026-04-21 | 13F | Maseco Llp | 35 683 | −2,73 | 21 328 | −7,29 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 4 160 | −0,07 | 2 486 | −4,79 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 4 765 | 124,76 | 2 847 | 114,22 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 491 | 3,37 | 293 | −1,35 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 543 | −1,81 | 325 | −6,36 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 1 073 | 21,11 | 641 | 15,32 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 13 067 | −8,70 | 7 808 | −13,00 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 1 438 | 26,36 | 859 | 20,48 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1 478 | 0,00 | 883 | −4,64 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 66 023 | −1,96 | 39 452 | −6,58 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 2 036 | −3,09 | 1 277 | −0,78 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 3 263 | 15,91 | 1 950 | 10,42 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 3 987 | −8,15 | 2 383 | −12,49 | ||||
| 2026-04-29 | 13F | Invested Advisors | 823 | 14,62 | 492 | 9,11 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 2 944 | 0,00 | 1 759 | −4,71 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 5 838 | 0,00 | 3 488 | −4,73 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 2 553 | −71,80 | 1 526 | −73,14 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 1 272 | −1,17 | 760 | −5,82 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 437 | −6,62 | 261 | −10,92 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 1 248 | 0,00 | 746 | −4,73 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 923 | −4,55 | 551 | −9,08 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 204 826 | 2,11 | 122 394 | −2,71 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 246 616 | 0,45 | 162 910 | 5,80 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 843 | 26,77 | 504 | 20,91 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 19 706 | 0,19 | 12 | −8,33 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 4 267 | 56,41 | 2 550 | 49,12 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 317 194 | −6,23 | 189 539 | −10,66 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 1 985 | 0,00 | 1 186 | −4,66 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 1 459 078 | 3,73 | 871 872 | −1,16 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 151 783 | 4,70 | 90 700 | −0,24 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 18 519 | 1,44 | 11 066 | −3,35 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 719 | 1,41 | 430 | −3,38 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 174 352 | 104 184 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1 568 | 0,00 | 937 | −4,68 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 1 387 | 0,80 | 829 | −4,06 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 14 784 | 8,64 | 8 834 | 3,52 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 1 776 | −7,69 | 1 061 | −12,02 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 11 295 | −65,72 | 6 749 | −67,34 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 61 002 | 10,37 | 36 385 | 4,92 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 4 492 | 4,71 | 2 684 | −0,22 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 552 | 18,45 | 330 | 12,67 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 493 | 0,82 | 328 | 5,81 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 2 342 | 37,76 | 1 399 | 31,24 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 10 438 | 7,18 | 6 237 | 2,13 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 1 841 | 10,31 | 1 100 | 5,07 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 225 | −50,44 | 135 | −52,82 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 1 076 | −0,37 | 643 | −5,17 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 24 064 | 0,21 | 14 380 | −4,52 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 14 062 | 8 403 | ||||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 956 800 | 6,91 | 571 736 | 1,86 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 21 188 | −0,87 | 13 | −7,69 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 13 683 | 11,25 | 8 176 | 6,00 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 1 265 | −28,37 | 756 | −31,80 | ||||
| 2026-05-11 | 13F | Fairfield University | 271 653 | 0,32 | 162 326 | −4,41 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 13 942 | −3,34 | 8 331 | −7,89 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 53 737 | 3,59 | 32 111 | −1,30 | ||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 3 222 | 7,94 | 1 925 | 2,89 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 2 244 | 9,78 | 1 341 | 4,61 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 1 206 | −0,74 | 721 | −5,51 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 3 026 | −2,76 | 1 808 | −7,33 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 1 751 | 0,00 | 1 046 | −4,74 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3 147 | 17,82 | 1 880 | 12,24 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 317 375 | −4,63 | 189 647 | −9,13 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 8 120 | 0,00 | 4 852 | −4,71 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1 115 | 21,72 | 1 | |||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 29 486 | 7,02 | 17 619 | 1,97 | ||||
| 2026-04-22 | 13F | Mid-American Wealth Advisory Group, Inc. | 484 | 0,00 | 303 | 0,00 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 15 137 | 0,58 | 9 045 | −4,15 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 3 064 | −1,13 | 1 831 | −5,82 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 7 470 | −42,60 | 4 464 | −45,71 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 62 660 | −5,55 | 37 442 | −10,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2 433 | 23,19 | 1 454 | 17,37 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 239 969 | −10,28 | 143 394 | −14,52 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 787 | 19,79 | 470 | 14,36 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 2 243 | 0,00 | 1 340 | −4,69 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 712 | 6,43 | 426 | 1,43 | ||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Summa Corp. | 6 912 | 4 130 | ||||||
| 2026-04-30 | 13F | Guided Capital Wealth Management, LLC | 1 098 | 0,00 | 656 | −4,65 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 944 | 93,84 | 564 | 84,92 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 95 230 | 6,46 | 56 905 | 1,43 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 4 342 | 7,37 | 2 594 | 2,33 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 1 779 | −23,42 | 1 063 | −26,99 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 30 898 | 0,99 | 18 463 | −3,77 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 2 852 | −1,62 | 1 865 | 0,92 | ||||
| 2026-05-07 | 13F | Fidato Wealth LLC | 127 416 | 1,27 | 76 138 | −3,51 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 363 479 | 1,67 | 217 197 | −3,13 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 10 920 | 12,67 | 6 525 | 7,35 | ||||
| 2026-05-13 | 13F | Sagewood Asset Management LP | 1 234 | 737 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 651 | −34,38 | 389 | −37,46 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 1 130 127 | −2,32 | 675 307 | −6,93 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 597 | −52,81 | 357 | −55,11 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 28 248 | −3,14 | 16 879 | −7,71 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 28 364 | 36,21 | 16 948 | 34,91 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1 823 | 1,73 | 1 089 | −3,03 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 1 096 | 0,00 | 655 | −4,80 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2 395 | 15,09 | 1 544 | 16,53 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 9 177 | 3,30 | 5 484 | −1,58 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 434 | −73,03 | 259 | −74,33 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 15 764 | 22,43 | 10 290 | 26,80 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 7 989 | −18,01 | 4 774 | −21,88 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 17 842 | 76,23 | 10 662 | 67,94 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 7 100 | 4 243 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 427 746 | −1,07 | 255 600 | −5,73 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 43 490 | 3,45 | 25 987 | −2,15 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 110 474 | 14,82 | 66 014 | 9,41 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 7 918 | 0,47 | 4 732 | −4,27 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 81 582 | 0,51 | 48 749 | −5,90 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 7 883 | 3,89 | 4 710 | −1,01 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 59 800 | 2,57 | 38 962 | 4,97 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 5 499 | −0,54 | 3 286 | −5,25 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 2 946 | −0,24 | 1 774 | −4,16 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 30 979 | 2,00 | 18 511 | −2,81 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2 137 | 16,97 | 1 277 | 11,34 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 3 716 | −0,43 | 2 221 | −5,13 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 802 | −1,47 | 479 | −4,20 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 380 | 0,00 | 227 | −5,42 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1 746 | 8,04 | 1 043 | 2,96 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1 308 | −0,76 | 782 | −5,45 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 764 533 | 8,97 | 456 847 | 3,83 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 427 | −1,16 | 255 | −5,56 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 588 417 | 6,14 | 351 609 | 1,14 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 78 206 | −8,38 | 46 732 | −12,70 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 6 000 | 14,31 | 3 586 | 8,90 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 96 791 | 1,83 | 57 838 | −2,97 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 110 | −44,72 | 66 | −47,58 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 5 663 | −61,93 | 3 384 | −63,73 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 2 333 | −22,80 | 1 394 | −26,44 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 59 743 | −1,30 | 35 699 | −5,95 | ||||
| 2026-04-24 | 13F | Optas, LLC | 91 770 | 1,27 | 54 840 | −3,51 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 8 102 | 0,00 | 4 841 | −4,72 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 1 447 | 14,48 | 865 | 9,09 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 25 989 | 3 306,16 | 12 481 | 2 511,09 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 52 501 | 1,47 | 32 929 | 3,94 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 5 374 | 0,00 | 3 211 | −4,72 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 20 540 | 0,16 | 12 274 | −4,56 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 2 973 | −0,50 | 1 776 | −5,18 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5 724 | 3 420 | ||||||
| 2026-05-12 | 13F | Tufton Capital Management | 803 | 0 | ||||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 4 957 | −27,89 | 2 962 | −31,29 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 3 940 | 74,65 | 2 354 | 66,48 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 693 | −14,02 | 414 | −18,02 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9 963 | −63,39 | 6 227 | −63,51 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 514 | 38,54 | 307 | 32,33 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 5 785 | −2,58 | 3 457 | −7,17 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 1 281 | 0,00 | 765 | −4,73 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 3 674 | 62,93 | 2 394 | 68,28 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 35 946 | −17,86 | 21 479 | −21,73 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 23 913 | −1,57 | 14 289 | −6,22 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 85 192 | −0,12 | 50 906 | −4,83 | ||||
| 2026-05-02 | 13F | Genus Capital Management Inc. | 9 406 | 11,76 | 5 621 | 6,50 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 2 646 | 4,63 | 1 581 | −0,32 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 560 | 335 | ||||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 5 283 | 33,85 | 3 157 | 27,52 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 1 105 | −78,61 | 660 | −79,63 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 59 521 | −1,82 | 35 567 | −6,45 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 13 496 | 2,55 | 8 065 | −2,29 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 46 636 | 2,00 | 27 867 | −2,81 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 115 393 | 8,23 | 68 953 | 3,12 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 19 131 | 15,85 | 11 432 | 10,38 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 19 142 | 2,96 | 13 063 | 11,47 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 39 | 95,00 | 23 | 91,67 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 1 532 | 0,26 | 915 | −4,49 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 19 272 | −30,01 | 11 516 | −33,32 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 943 | 0,00 | 563 | −4,74 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 582 | −0,51 | 348 | −5,45 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 56 278 | 30,57 | 33 812 | 25,09 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 1 780 | 1,25 | 1 064 | −3,54 | ||||
| 2026-05-12 | 13F | Tiff Advisory Services Inc | 44 435 | 26 552 | ||||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 13 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 331 | 0,00 | 198 | −4,83 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 3 532 | 11,95 | 2 318 | 17,19 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 200 814 | 37,95 | 12 569 | −3,50 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2 007 | 18,76 | 1 199 | 13,22 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 163 083 | −10,86 | 97 451 | −15,06 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 1 111 | 1,09 | 664 | −3,77 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 5 770 | 11,15 | 3 487 | 6,31 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 25 270 | −5,97 | 15 100 | −10,41 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 358 971 | 6,81 | 236 966 | 12,43 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 12 245 | −1,76 | 7 317 | −6,40 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 444 | 6,99 | 266 | 1,92 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4 489 | 3,46 | 2 682 | −1,43 | ||||
| 2026-04-20 | 13F | 25 Llc | 6 532 | −6,83 | 3 903 | −11,23 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 3 660 | −5,86 | 2 187 | −10,34 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 5 428 | 0,69 | 3 243 | −4,05 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1 005 | −1,08 | 600 | −5,66 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 26 905 | 16 077 | ||||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 37 067 | 17,53 | 22 149 | 11,98 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 17 484 | 0,47 | 10 448 | −4,27 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 858 | 13,94 | 513 | 8,47 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 6 | 0,00 | 4 | 0,00 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 41 738 | 9,00 | 24 940 | 3,86 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 1 260 | 214,21 | 753 | 199,60 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2 972 | 15,51 | 1 776 | 10,04 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 1 192 | 21,63 | 1 | |||||
| 2026-05-15 | 13F | Chai Trust Co Llc | 74 604 | 276,39 | 44 580 | 258,64 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 136 630 | −10,19 | 81 643 | −14,42 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 547 798 | −40,51 | 327 337 | −43,31 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 4 164 | 22,76 | 2 488 | 17,03 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 1 399 | −28,59 | 836 | −32,00 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 2 215 | 76,49 | 1 323 | 68,32 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 2 075 | 76,90 | 1 240 | 68,57 | ||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 69 175 | −0,24 | 43 | 2,38 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 23 647 | −2,87 | 14 130 | −7,45 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 10 546 | −2,83 | 6 302 | −7,41 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 468 | 0,43 | 279 | −4,45 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 6 610 | 0,75 | 3 950 | −4,03 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 6 078 | −13,37 | 3 632 | −17,46 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 119 306 | 185,02 | 78 054 | 192,26 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 685 | 0,00 | 409 | −4,66 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 403 | 25,94 | 244 | 21,50 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 67 484 | −3,64 | 40 325 | −8,98 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 4 694 | 0,00 | 2 805 | −4,72 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 3 009 | −0,46 | 1 798 | −5,12 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 236 | −1,26 | 141 | −5,37 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 639 | 21,48 | 382 | 15,81 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 1 083 | 8,19 | 647 | 3,19 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 162 324 | −9,46 | 96 997 | −13,73 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 2 141 | 8,35 | 1 279 | 3,23 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1 174 750 | −2,82 | 701 866 | −7,42 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 14 989 | −7,32 | 8 957 | −11,69 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 36 033 | 0,04 | 21 904 | −3,04 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 161 | −26,15 | 0 | |||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 41 | 0,00 | 25 | −4,00 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 11 333 | −1,29 | 6 772 | −5,95 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 128 | 0,00 | 76 | −5,00 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 6 807 | −2,27 | 4 068 | −6,89 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 3 945 | −0,05 | 2 357 | −4,77 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 177 765 | 34,69 | 105 632 | 27,62 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Blossom Wealth Management | 3 039 | 1 816 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 11 463 | −2,15 | 6 850 | −6,77 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 5 183 | −67,95 | 3 097 | −69,47 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 65 575 | −2,85 | 39 185 | −7,44 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 44 460 | 7,04 | 26 565 | 1,99 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 1 704 | 30,98 | 1 018 | 24,91 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 8 498 | −30,54 | 5 078 | −33,82 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 147 612 | 11,01 | 88 205 | 5,78 | ||||
| 2026-05-12 | 13F | Graham Capital Wealth Management, Llc | 787 | 15,74 | 470 | 10,33 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 9 074 | 2,75 | 5 422 | −2,11 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 7 258 | 9,75 | 4 337 | 4,61 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5 624 | 3,59 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1 564 983 | 10,69 | 981 448 | 10,69 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 47 586 | −7,98 | 28 439 | −12,32 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 507 | 0,40 | 303 | −4,43 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 1 378 | −13,44 | 1 | |||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 139 | 0,00 | 83 | −4,60 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 14 073 | −6,82 | 8 410 | −11,21 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Systelligence, LLC | 21 028 | −10,45 | 12 565 | −14,67 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 893 | 1,13 | 533 | −3,62 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 3 030 | 87,85 | 1 811 | 79,03 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 3 161 | 26,29 | 1 889 | 20,40 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 162 438 | −6,46 | 97 065 | −10,88 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 562 894 | 38,66 | 336 357 | 32,12 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 3 451 | 7,81 | 2 062 | 2,74 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 23 719 | 1,35 | 14 173 | −3,42 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 33 200 | −59,92 | 19 839 | −61,81 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 239 | 0,00 | 143 | −4,03 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 3 653 | −37,85 | 2 183 | −40,78 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 936 | 0,00 | 559 | −4,77 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 113 381 | 1,45 | 67 751 | −3,33 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 6 404 | −2,47 | 3 827 | −7,07 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Lee Financial Co | 3 211 | 26,82 | 1 919 | 20,78 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 194 643 | −1,65 | 116 309 | −6,28 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 8 598 | 8,77 | 5 138 | 3,63 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 14 848 | 21,05 | 8 873 | 15,34 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 439 | 5,53 | 263 | 0,38 | ||||
| 2026-05-18 | 13F | Cim, Llc | 645 | −1,23 | 385 | −5,87 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 1 184 | 27,72 | 707 | 21,69 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 355 | 0,00 | 212 | −4,50 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 40 131 | 7,81 | 23 980 | 2,72 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 5 743 | 22,50 | 3 432 | 16,74 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 34 224 | −1,60 | 20 450 | −6,24 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 20 623 | −0,17 | 12 323 | −4,88 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 463 | −12,14 | 277 | −16,36 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 78 512 | −12,01 | 46 915 | −17,41 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 364 | 248 | ||||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 147 776 | 2,36 | 88 304 | −2,47 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 14 178 | −4,14 | 8 472 | −8,66 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 339 | 2,42 | 213 | 4,93 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 25 716 | 0,52 | 15 366 | −4,23 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 297 214 | 9,58 | 1 372 700 | 4,41 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 11 959 | 5,93 | 7 146 | 0,92 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 197 683 | 2,23 | 118 126 | −2,59 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 1 823 | 0,33 | 1 089 | −4,39 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 898 | −36,63 | 537 | −39,64 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 265 319 | 0,25 | 158 542 | −4,48 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 16 963 | 3,46 | 10 136 | −1,42 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 695 | 16,81 | 415 | 11,56 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 5 857 | 6,76 | 3 500 | 1,72 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 677 | 405 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 56 962 | 5,87 | 34 102 | 0,89 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 1 048 | 0,58 | 626 | −4,29 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 1 008 | −6,32 | 602 | −10,68 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 1 631 | −0,55 | 975 | −5,25 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 35 295 | −6,89 | 21 091 | −11,29 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 34 924 | 4,60 | 20 869 | −0,33 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 29 914 | −3,96 | 19 747 | −0,90 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 8 626 | 9,56 | 5 154 | 4,40 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 12 355 | 16,99 | 7 383 | 11,46 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1 716 | −1,77 | 1 026 | −6,39 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 16 295 | 1,20 | 9 737 | −3,58 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 4 392 | 1,64 | 2 624 | −3,14 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 95 488 | 30,59 | 57 059 | 24,43 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 8 235 | 1,99 | 4 921 | −2,82 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 11 688 | 1,37 | 6 984 | −3,40 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 594 | −0,34 | 355 | −5,09 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 107 280 | 4,98 | 64 105 | 0,02 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 1 021 | −64,84 | 610 | −66,54 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 1 363 | 0,00 | 814 | −4,68 | ||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 6 676 | −8,04 | 3 989 | −12,39 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 18 857 | −25,91 | 11 | −26,67 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 844 | −53,68 | 505 | −55,91 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 162 275 | 9,69 | 96 967 | 3,76 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 448 | 0,00 | 268 | −4,64 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 1 007 | 0,50 | 602 | −4,30 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 51 516 | −0,19 | 30 783 | −4,90 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 115 143 | 322,81 | 59 108 | 347 594,12 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 679 | 3,19 | 406 | −1,70 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 4 838 | 27,15 | 2 891 | 21,17 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 32 590 | 0,79 | 19 474 | −3,96 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 303 739 | −0,10 | 181 329 | −5,14 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 862 | −3,58 | 541 | −1,28 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 192 346 | −2,45 | 114 897 | −7,11 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 14 159 | 0,85 | 8 461 | −3,91 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 489 | −16,70 | 292 | −20,65 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 437 | 4,55 | 261 | −0,38 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 447 787 | −8,46 | 267 575 | −12,78 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 915 | 1 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 15 941 | −11,97 | 9 525 | −16,12 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 41 750 | 1,37 | 24 948 | −3,41 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 6 754 | 4,34 | 4 036 | −0,59 | ||||
| 2026-05-01 | 13F | Campbell Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 108 455 | 11,41 | 64 807 | 6,16 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2 170 | −84,34 | 1 297 | −85,09 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 492 | 0,00 | 294 | −4,87 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 410 | 245 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 110 682 | 9,25 | 66 124 | 3,95 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 342 870 | 2,17 | 204 882 | −2,65 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 6 652 | 89,03 | 3 975 | 80,15 | ||||
| 2026-04-09 | 13F | Trust Co of Tennessee | 123 091 | 0,96 | 73 552 | −3,81 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 651 883 | 2,90 | 1 584 786 | −1,95 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 111 264 | −2,31 | 66 486 | −6,92 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 17 081 | 5,39 | 10 207 | 0,42 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 97 011 | 4,72 | 57 969 | −0,22 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 10 583 | −10,24 | 6 324 | −14,47 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 687 | −0,72 | 411 | −7,24 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 2 208 | 1,38 | 1 319 | −3,37 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 8 | 5 | ||||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 505 | 302 | ||||||
| 2026-04-17 | 13F | Coerente Capital Management | 12 000 | 0,00 | 7 171 | −4,72 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 296 591 | −37,79 | 177 228 | −40,73 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1 738 | −0,57 | 1 039 | −5,29 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 598 | 0,17 | 358 | −4,55 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 4 524 | 17,63 | 2 703 | 12,11 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 76 677 | 0,85 | 45 818 | −3,90 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 1 612 | 11,10 | 963 | 5,94 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 8 218 | 5,75 | 4 911 | 0,76 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 134 608 | −44,63 | 677 985 | −47,24 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 352 | 210 | ||||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 4 190 | −51,79 | 2 504 | −54,08 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 433 | 2,36 | 259 | −2,64 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 157 877 | 0,09 | 94 339 | −4,63 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 3 189 | 0,03 | 1 906 | −4,70 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 350 | 0,00 | 209 | −4,57 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1 433 | 0,84 | 856 | −3,93 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 10 403 | −2,10 | 6 216 | −6,72 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 10 675 | −9,56 | 6 379 | −13,82 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 29 361 | −7,93 | 17 545 | −12,27 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 35 | 0,00 | 21 | −4,55 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 220 | 0,00 | 131 | −4,38 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 7 989 | 7,31 | 4 774 | 2,25 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 677 | −0,29 | 404 | −5,16 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 924 | 0,76 | 552 | −4,00 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 20 172 | 0,95 | 11 718 | −6,50 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 2 784 | 0,40 | 1 663 | −4,37 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 5 866 | 107,79 | 3 505 | 98,02 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 37 925 | 3,96 | 22 662 | −0,94 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 529 | −33,79 | 316 | −36,93 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 347 112 | 207 417 | ||||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 437 | 0,00 | 261 | −4,74 | ||||
| 2026-05-19 | 13F | Kensington Investment Counsel, LLC | 537 | 321 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 3 840 | 6,37 | 2 295 | 1,33 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 157 657 | −3,10 | 94 208 | −7,67 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 1 734 018 | 100,00 | 1 057 976 | 100,00 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 758 535 | 0,66 | 453 263 | −4,09 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 603 | 0,00 | 360 | −4,76 | ||||
| 2026-05-15 | 13F | Family Management Corp | 1 827 | 3,98 | 1 092 | −0,91 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 5 339 | 3,55 | 3 190 | −1,33 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 4 553 | 2,27 | 2 721 | −2,54 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 878 | −40,15 | 525 | −43,04 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 15 585 | 42,28 | 9 312 | 34,41 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 966 | 69,47 | 604 | 68,91 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 1 172 | −1,68 | 700 | −6,29 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 1 275 | 0,00 | 762 | −4,76 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 3 819 | 7,58 | 2 282 | 2,47 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 41 592 | 2,80 | 24 845 | −2,08 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 11 153 | 1,76 | 6 665 | −3,04 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 4 288 | 3,45 | 2 562 | −1,42 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 396 | 5,32 | 237 | 0,43 | ||||
| 2026-05-07 | 13F | First National Trust Co | 39 548 | 5,83 | 23 632 | 0,83 | ||||
| 2026-02-12 | 13F | Nuveen, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 2 313 | 25 600,00 | 1 382 | 27 540,00 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 2 929 | 16,09 | 335 | −78,94 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 40 567 | −2,09 | 24 241 | −6,70 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 12 601 | 0,08 | 7 530 | −4,65 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 418 | 0,00 | 250 | −4,96 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 15 365 | 0,93 | 9 181 | −3,82 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 189 906 | 5,59 | 113 478 | 0,61 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 1 137 | 0,71 | 679 | −4,10 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 779 | 5,41 | 465 | 0,43 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 27 204 | 7,15 | 16 256 | 2,09 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 5 364 | −1,74 | 3 205 | −6,37 | ||||
| 2026-05-15 | 13F | Fayez Sarofim & Co | 2 878 | 0,00 | 1 720 | −4,71 | ||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 240 471 | −0,31 | 143 693 | −5,02 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 619 | 0,16 | 370 | −4,64 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 1 406 636 | 19,15 | 840 535 | 13,53 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1 920 | −16,88 | 1 148 | −20,79 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 2 334 | −88,88 | 1 395 | −89,41 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 37 876 | −6,68 | 22 633 | −11,08 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 2 162 | 4,44 | 1 292 | −0,46 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 1 034 500 | 124,99 | 618 165 | 114,38 | |||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 14 688 | −9,80 | 8 777 | −14,05 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 493 | 10,29 | 295 | 5,00 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 76 258 | 2,72 | 45 568 | −2,12 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 2 943 | −10,76 | 1 758 | −14,99 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 1 347 | 37,59 | 805 | 31,16 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 918 500 | 69,12 | 548 850 | 61,14 | |||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 4 772 | −1,26 | 2 851 | −5,91 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 379 | 226 | ||||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 1 505 | −21,37 | 899 | −25,08 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 54 975 | 0,17 | 32 850 | −4,55 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 77 | 0,00 | 46 | −4,17 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 296 | −18,46 | 177 | −22,47 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 639 | 29,09 | 0 | |||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 7 464 | −0,05 | 4 460 | −4,76 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 3 559 | 18,44 | 2 127 | 12,79 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 35 607 | 1,21 | 21 277 | −3,56 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 14 971 | 45,73 | 8 946 | 38,87 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 8 438 | −4,31 | 5 042 | −8,81 | ||||
| 2026-01-21 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 19 669 | 0,48 | 11 753 | −4,27 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 572 | 0,35 | 342 | −5,54 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2 128 | −14,19 | 1 272 | −18,26 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 877 | −36,45 | 525 | −39,49 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 41 364 | 0,17 | 24 717 | −4,56 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 17 | 0,00 | 10 | 0,00 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 1 290 | 0,70 | 771 | −4,11 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 935 246 | 1,64 | 1 156 | −3,18 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 269 580 | −92,43 | 161 088 | −92,78 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 23 279 | −2,72 | 13 911 | −7,30 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 717 | 0,99 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 29 209 | −13,86 | 17 454 | −17,93 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 2 750 | 2,15 | 1 643 | −2,67 | ||||
| 2026-04-23 | 13F | American National Bank | 461 | −6,11 | 275 | −10,42 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 180 665 | 2,59 | 107 956 | −2,25 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1 325 | 0,08 | 792 | −4,70 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 642 | 0,63 | 384 | −4,25 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 1 799 | 27,23 | 1 075 | 21,22 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 2 147 | 3,12 | 1 283 | −1,76 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 53 120 | −24,49 | 31 742 | −28,05 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 12 812 | 4,67 | 7 656 | −0,27 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 5 420 | 0,43 | 3 239 | −4,31 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 154 261 | 5,60 | 92 179 | 0,61 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 833 | 0,00 | 498 | −4,79 | ||||
| 2026-01-08 | 13F | Goodman Financial Corp | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4 503 | 2 691 | ||||||
| 2026-05-12 | 13F | Matters Capital Llc | 1 953 | 1 167 | ||||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 610 | −4,84 | 365 | −9,45 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 415 | −68,42 | 248 | −70,02 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 1 861 | 0,00 | 1 112 | −4,71 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 7 126 | −1,23 | 4 258 | −5,88 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 1 973 | 1 179 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 686 | 0,15 | 410 | −4,66 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 393 826 | 3,43 | 235 331 | −1,45 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 524 192 | 7,21 | 313 231 | 2,15 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 17 | 10 | ||||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 839 | −0,83 | 501 | −6,88 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 765 | −2,30 | 457 | −6,92 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 848 | −0,12 | 278 | −5,44 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 26 389 | −0,10 | 15 769 | −4,81 | ||||
| 2026-05-15 | 13F | East Coast Asset Management, LLC. | 500 | 0,00 | 299 | −4,79 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 13 954 | 0,00 | 8 338 | −4,72 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 480 | 287 | ||||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 5 075 | 0,00 | 3 033 | −4,71 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 1 491 | 0,00 | 891 | −4,81 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 51 | |||||||
| 2026-04-13 | 13F | Benson Investment Management Company, Inc. | 521 | 3,78 | 311 | −0,96 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 1 582 | 45,81 | 1 | |||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 5 632 | −14,30 | 3 366 | −18,35 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 19 | 35,71 | 11 | 37,50 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 6 108 | 23,07 | 3 650 | 17,26 | ||||
| 2026-01-16 | 13F | RedJay Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 2 033 | 1,25 | 1 215 | −3,57 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 651 | −2,98 | 389 | −7,62 | ||||
| 2026-05-13 | 13F | West Virginia University Foundation, Inc | 552 133 | 22,11 | 329 927 | 16,35 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 3 313 | 0,00 | 1 980 | −4,72 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 650 | 9,24 | 388 | 4,02 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 8 533 | 78,14 | 5 099 | 69,80 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 39 631 | −0,33 | 23 682 | −6,70 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 9 456 | 23,03 | 5 650 | 17,22 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9 317 | 2,63 | 5 843 | 5,09 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 954 | 4,95 | 570 | −0,18 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 6 287 | 2,31 | 3 757 | −2,52 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 5 754 | 6,28 | 3 438 | 1,27 | ||||
| 2026-04-23 | 13F | Bell Bank | 148 629 | −0,31 | 88 813 | −5,01 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 1 517 | 0,00 | 907 | −4,73 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 495 | −60,40 | 0 | |||||
| 2026-05-15 | 13F | Eschler Asset Management LLP | 7 552 | 0,00 | 4 513 | −4,73 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 3 058 | −46,88 | 1 827 | −49,39 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 49 741 | 3,85 | 29 740 | −1,17 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 1 389 | 17,12 | 830 | 11,57 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 2 716 | 0,00 | 1 623 | −5,97 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 43 099 | −0,43 | 25 754 | −5,12 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 830 | 0,36 | 496 | −4,44 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1 987 | 0,10 | 1 188 | −4,58 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 2 960 | 3,24 | 1 769 | −1,61 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 30 338 | −0,11 | 18 129 | −4,82 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 13 157 | −13,20 | 7 862 | −17,30 | ||||
| 2026-05-12 | 13F | Diana Davis Spencer Foundation | 49 675 | 0,00 | 29 683 | −4,72 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 12 687 | 3,47 | 7 581 | −1,42 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 27 196 | 6,22 | 16 251 | 1,21 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 29 813 | 17 815 | ||||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 604 | −0,66 | 361 | −5,25 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 85 588 | 15,96 | 51 202 | 10,62 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 107 097 | 3,96 | 63 996 | −0,95 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 5 320 | 2,09 | 3 179 | −2,72 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 1 113 | 1,27 | 665 | −3,48 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 13 992 | −14,15 | 8 361 | −18,20 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 572 | 0,00 | 342 | −4,75 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 147 | 0,00 | 88 | −5,43 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 3 687 384 | 1,96 | 2 203 | −2,87 | ||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 29 529 | 0,08 | 17 645 | −4,64 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 13 041 | 10,68 | 7 793 | 5,45 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 1 241 | −1,04 | 742 | −5,73 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 163 970 | 19,63 | 97 980 | 13,98 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 13 083 | −0,26 | 7 818 | −4,97 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 79 279 | 1,80 | 53 754 | 8,66 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Berry Wealth Group, LP | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Beaton Management Co. Inc. | 340 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 8 919 | 1,15 | 5 329 | −3,62 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 1 016 744 | 100 468,15 | 607 555 | 95 728,86 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 8 453 | 2,56 | 5 051 | −2,26 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 3 801 | 1,60 | 2 271 | −3,16 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 28 214 | −8,33 | 16 859 | −12,66 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 4 554 | 4,91 | 2 721 | −0,04 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 3 502 | −5,43 | 2 093 | −9,87 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1 295 | −0,84 | 774 | −5,50 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 2 132 | 8,55 | 1 | 0,00 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 1 338 | 9,58 | 800 | 4,44 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 699 | 1,16 | 418 | −3,70 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 8 276 | −4,61 | 4 945 | −8,73 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 413 | 0,00 | 247 | −5,02 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 10 365 | 4,70 | 6 194 | −0,24 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 471 809 | 14,91 | 281 929 | 9,49 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 881 | 0,00 | 526 | −4,71 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 22 629 | −22,47 | 13 522 | −26,13 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 417 | −2,11 | 249 | −6,77 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 3 856 | 125,10 | 1 141 | 6,15 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 11 064 | 7,44 | 6 612 | 2,37 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 21 208 | 14,48 | 12 673 | 9,08 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 821 | 4,99 | 491 | 0,00 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 208 790 | 4,52 | 124 762 | −0,41 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 5 587 | 17,79 | 3 338 | 10,97 | ||||
| 2026-05-14 | 13F | Ade, Llc | 48 974 | 6,13 | 29 264 | 1,13 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 603 093 | 12,02 | 360 378 | 6,74 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 8 418 | −1,57 | 5 030 | −6,21 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 2 818 | 1,00 | 1 680 | −3,84 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 404 | 12,22 | 242 | 7,11 | ||||
| 2026-05-08 | 13F | Miller Investment Management, LP | 1 256 | 0,00 | 751 | −4,70 | ||||
| 2026-05-15 | 13F | Macquarie Group Ltd | 520 000 | −78,07 | 310 726 | −79,10 | ||||
| 2026-05-06 | 13F | Kinsale Capital Group, Inc. | 132 801 | 9,41 | 79 355 | 4,25 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 44 180 | 0,46 | 26 424 | −4,26 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 3 211 | −6,14 | 1 919 | −10,58 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 1 802 | −0,28 | 1 077 | −5,03 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 10 524 | 7,21 | 6 289 | 2,16 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 90 386 | 2,85 | 54 010 | −2,00 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 1 127 | 18,26 | 673 | 12,73 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 740 | 0,00 | 442 | −4,74 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 405 | −25,82 | 242 | −29,53 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 1 219 | −7,23 | 728 | −11,65 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | Put | 100 | 3 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2 000 963 | 3,21 | 1 195 675 | −1,66 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 114 238 | 11,13 | 68 263 | 5,89 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 821 | −14,03 | 491 | −18,06 | ||||
| 2026-05-13 | 13F | Hudson Bay Capital Management LP | 7 500 | 0,00 | 4 482 | −4,72 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 3 933 | 0,20 | 2 350 | −4,55 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 659 | −0,30 | 394 | −4,83 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10 108 | 0,35 | 6 040 | −4,38 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 834 | 498 | ||||||
| 2026-01-23 | 13F | Natural Investments, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 527 | 315 | ||||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 7 388 | −6,85 | 4 415 | −11,24 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 368 | −51,52 | 220 | −53,68 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 1 392 756 | 0,44 | 832 241 | −4,30 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 7 210 | 0,03 | 4 308 | −4,69 | ||||
| 2026-04-28 | 13F | Powers Capital, LLC | 350 822 | 0,00 | 209 634 | −4,72 | ||||
| 2026-05-08 | 13F | Power Alpha Investment Ltd | 66 600 | −30,48 | 39 797 | −33,76 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 459 | 9,55 | 274 | 4,58 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 1 667 | 1,09 | 996 | −3,68 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 5 770 | −10,78 | 3 448 | −14,99 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 8 946 | 7,58 | 5 348 | 2,49 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 59 952 | 35 824 | ||||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 7 886 | −59,07 | 4 713 | −60,99 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 338 912 | −2,13 | 202 517 | −6,75 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 549 | 0,00 | 328 | −4,65 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 8 438 | −0,42 | 5 042 | −5,14 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 2 833 | −15,53 | 1 693 | −19,54 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 14 269 | 6,01 | 8 527 | 1,01 | ||||
| 2026-05-11 | 13F | Elite Life Management LLC | 795 | 0,00 | 539 | 6,73 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 1 605 | −0,43 | 959 | −5,15 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 418 | −79,25 | 250 | −80,29 | ||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 430 | 257 | ||||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 7 308 | −3,79 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 8 250 | 146,34 | 4 930 | 134,71 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 28 604 | −3,53 | 17 092 | −8,08 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 5 185 | 3 252 | ||||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 2 516 | 0,72 | 1 504 | −4,02 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 1 033 | −12,61 | 617 | −16,73 | ||||
| 2026-05-12 | 13F | Payden & Rygel | 27 207 | 0,93 | 16 | 0,00 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 30 008 | 2,67 | 18 | −5,56 | ||||
| 2026-01-29 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Emprise Bank | 1 286 | −0,16 | 768 | −4,83 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 582 234 | 1,34 | 945 496 | −3,44 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 5 834 | −0,32 | 3 486 | −5,04 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 512 | −12,63 | 306 | −16,62 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 137 866 | 1,65 | 82 382 | −3,14 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 277 678 | −1,23 | 165 927 | −5,89 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 3 735 | 24,42 | 2 232 | 18,60 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 96 | 0 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 287 151 | 3,96 | 171 587 | −0,94 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 6 414 | 0,00 | 4 | −25,00 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 5 182 | 3 097 | ||||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 18 992 | 11 349 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 148 562 | 3,77 | 88 773 | −1,12 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 385 | 1,32 | 230 | −3,36 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 1 269 | 5,31 | 759 | 0,53 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 1 389 | 3,35 | 952 | 11,87 | ||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 144 765 | −10,92 | 86 504 | −15,12 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 220 542 | 1,22 | 131 785 | −3,56 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 95 | 57 | ||||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 635 | −75,84 | 379 | −77,00 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 16 490 | −12,23 | 9 854 | −16,37 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 8 582 | −1,12 | 5 128 | −5,77 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 382 | 228 | ||||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 14 980 | −0,77 | 8 952 | −5,45 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 3 548 | 0,00 | 2 120 | −4,68 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 898 405 | 4,62 | 536 775 | −0,35 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 204 | 0,00 | 122 | −4,72 | ||||
| 2026-05-05 | 13F | GuidedMoney, LLC | 833 | 2,33 | 498 | −2,55 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 656 | −26,29 | 0 | |||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1 978 | 92,60 | 1 182 | 83,67 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 34 531 | 44,65 | 20 634 | 37,83 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 985 | 9,20 | 589 | 4,07 | ||||
| 2026-05-05 | 13F | Silphium Asset Management Ltd | 206 920 | 37,95 | 123 645 | 31,44 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 31 158 | 18 618 |
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