Grundläggande statistik
| Institutionella ägare | 1235 total, 1234 long only, 0 short only, 1 long/short - change of 3,60% MRQ |
| Genomsnittlig portföljallokering | 0.4628 % - change of 1,59% MRQ |
| Institutionella aktier (lång) | 74 077 008 (ex 13D/G) - change of 1,21MM shares 1,66% MRQ |
| Institutionellt värde (lång) | $ 12 579 640 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Mid-Cap Value ETF (GB:0LO7) har 1235 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 74,077,008 aktier. Största aktieägare inkluderar Morgan Stanley, Assetmark, Inc, EP Wealth Advisors, Inc., Betterment LLC, Jones Financial Companies Lllp, Bank Of America Corp /de/, Wells Fargo & Company/mn, Royal Bank Of Canada, Tiaa-cref Individual & Institutional Services, Llc, and UBS Group AG .
Vanguard Index Funds - Vanguard Mid-Cap Value ETF (LSE:0LO7) 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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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 8 331 | −1,16 | 1 535 | 2,74 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 784 107 | −0,10 | 943 | −12,28 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 725 | 129 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1 236 | 228 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8 670 | −5,52 | 1 598 | −1,84 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 21 993 | 7,91 | 4 053 | 12,12 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 5 812 | 1,04 | 1 119 | 4,78 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1 376 | 103,55 | 254 | 112,61 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 1 991 | 0,00 | 367 | 3,68 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 3 886 | −0,13 | 716 | 3,77 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 9 566 | 0,46 | 1 763 | 4,38 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2 536 | 17,63 | 467 | 34,20 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 184 | 0,00 | 34 | 3,13 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 56 897 | 10 485 | ||||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 8 060 | 0,55 | 1 485 | 4,50 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 1 323 | 0,00 | 244 | 3,85 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 194 | 0,00 | 36 | 2,94 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 4 721 | −0,36 | 870 | −0,57 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 91 186 | −1,30 | 16 804 | 2,54 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 919 | 0,00 | 169 | 3,68 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 758 402 | 0,17 | 876 879 | 4,07 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7 | −68,18 | 1 | −66,67 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 626 649 | 299 759 | ||||||
| 2026-04-06 | 13F | CX Institutional | 24 403 | −49,02 | 4 | −50,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 16 765 | 0,57 | 3 089 | 4,50 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 32 023 | 9,55 | 5 901 | 13,83 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1 843 | 2,62 | 340 | 6,60 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 357 | 0,00 | 66 | 3,17 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 7 122 | 1,12 | 1 312 | 5,98 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 2 824 | 0,00 | 520 | 4,00 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 13 | 2 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 87 316 | 2,26 | 16 091 | 6,25 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 12 798 | 11,94 | 2 358 | 16,33 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 3 422 | −5,02 | 631 | −1,41 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Norden Group Llc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 1 577 | 0,00 | 291 | 3,94 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 130 | 0,00 | 24 | 0,00 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 1 969 | 10,62 | 363 | 14,92 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 752 | −2,72 | 139 | 0,73 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 9 910 | 3,38 | 1 758 | 5,02 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 12 132 | −20,02 | 2 236 | −16,91 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 2 227 | 0,00 | 410 | 4,06 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 1 885 | 45,56 | 347 | 51,53 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 2 369 | 0,00 | 437 | 3,81 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4 888 | 0,21 | 901 | 4,05 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 4 697 | 866 | ||||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 1 320 | 0,00 | 243 | 3,85 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 67 434 | 3,60 | 12 427 | 7,63 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 7 224 | −0,84 | 1 331 | 3,02 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 3 341 | 182,66 | 616 | 194,26 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 58 424 | 0,45 | 10 766 | 4,36 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 17 | 3 | ||||||
| 2026-04-21 | 13F | Maseco Llp | 1 970 | 0,05 | 363 | 3,72 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 1 442 | −1,10 | 266 | 2,71 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 13 476 | −3,56 | 2 483 | 0,20 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 4 500 | −17,55 | 829 | −14,36 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 33 372 | −19,32 | 6 150 | −16,18 | ||||
| 2026-04-23 | 13F | Simmons Bank | 11 211 | −3,61 | 2 066 | 0,15 | ||||
| 2026-05-12 | 13F | Croban | 3 361 | −3,67 | 619 | 0,16 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 5 835 | −11,43 | 1 075 | −7,96 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 425 | 0,00 | 78 | 4,00 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 405 | −10,34 | 259 | −6,86 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 4 | 0,00 | 1 | |||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 1 321 | 0,00 | 243 | 3,85 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 1 714 | 0,00 | 316 | 3,62 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 18 961 | 0,31 | 3 494 | 4,24 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 12 | 0,00 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 44 432 | 1,90 | 8 188 | 5,87 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4 798 | −3,54 | 884 | 0,23 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 48 766 | 43,46 | 8 987 | 49,05 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 1 678 | −23,34 | 309 | −20,36 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 465 | 0,00 | 86 | 3,66 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 12 675 | −22,11 | 2 336 | −19,09 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 14 159 | 20,47 | 2 609 | 25,19 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1 831 | 337 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 4 333 382 | −4,23 | 798 556 | −0,50 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 2 887 | 24,39 | 532 | 29,44 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 265 574 | −1,85 | 48 940 | 1,97 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 200 | 0,00 | 37 | 2,86 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 7 071 | 58,90 | 1 303 | 65,15 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 45 231 | −0,85 | 8 335 | 3,00 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1 751 | −24,72 | 334 | −21,83 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 15 583 | 47,50 | 2 872 | 53,28 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 7 082 | 1 305 | ||||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 43 658 | 0,88 | 8 045 | 4,81 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 10 612 | 3,77 | 2 058 | 13,46 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1 327 | 245 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 494 | 0,20 | 460 | 4,08 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 6 031 | −0,74 | 1 111 | 3,16 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 5 966 | −2,96 | 1 099 | 0,83 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 4 688 | −8,26 | 864 | −4,75 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 9 | 0,00 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6 187 | 1,33 | 1 140 | 5,36 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 1 985 | −7,59 | 366 | −3,95 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 1 334 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 3 158 | −2,62 | 582 | 1,04 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 1 217 | 234 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 23 362 | 1,73 | 4 305 | 5,70 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 2 146 | 0,00 | 395 | 3,95 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 3 149 | −51,70 | 580 | −49,83 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 16 811 | 3,39 | 3 098 | 7,39 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 1 687 | 327 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 19 121 | 4,03 | 3 524 | 8,07 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 3 242 | 0,00 | 597 | 3,83 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7 719 | −7,76 | 1 422 | −4,18 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 5 318 | −17,74 | 965 | −16,38 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1 949 | 0,00 | 359 | 4,06 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1 683 | −47,08 | 310 | −44,94 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4 412 | 813 | ||||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 1 127 | 0,00 | 206 | 3,00 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 6 060 | 1,68 | 1 117 | 5,58 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1 979 | 0,00 | 365 | 3,70 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 33 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 683 | 0,00 | 126 | 3,31 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 1 106 | 204 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 1 854 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 200 | 0,00 | 37 | 2,86 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 36 982 | 37,31 | 6 815 | 42,66 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 193 | −6,76 | 36 | −2,78 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 145 868 | −2,45 | 26 881 | 1,35 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5 555 | 45,65 | 1 024 | 51,33 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 82 | 17,14 | 15 | 25,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2 557 | 1,75 | 471 | 5,84 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3 286 | 0,43 | 606 | 4,31 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 1 441 | −11,05 | 266 | −7,67 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 12 315 | 6,28 | 2 269 | 10,41 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 118 | 0,00 | 22 | 5,00 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 2 495 | 0,00 | 460 | 3,85 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 135 522 | 0,58 | 24 974 | 4,50 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 375 | 0,00 | 69 | 4,55 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 2 881 | −8,60 | 531 | −5,02 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 796 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2 265 | −1,48 | 417 | 2,46 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 1 225 | 0,00 | 226 | 3,69 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 6 922 | −2,82 | 1 276 | 0,95 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 2 641 | −2,22 | 487 | 1,46 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3 727 | 22,00 | 687 | 26,80 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 10 170 | −1,12 | 1 874 | 2,74 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 231 852 | −3,35 | 42 726 | 0,42 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2 371 | 8,02 | 437 | 12,08 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 1 865 | 0,00 | 344 | 3,94 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 18 616 | 2,01 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 23 002 | −6,62 | 4 239 | −2,98 | ||||
| 2026-02-17 | 13F | Hollow Brook Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 10 625 | −0,05 | 1 928 | 2,28 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 081 | 0,56 | 199 | 4,74 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 5 233 | −5,92 | 1 004 | −2,52 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 9 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 1 151 | 0,00 | 212 | 3,92 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 15 866 | 5,28 | 2 926 | 9,38 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 134 | 2,12 | 762 | 5,99 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6 914 | −4,92 | 1 274 | −1,16 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 123 | 0,82 | 23 | 4,76 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 105 266 | 20,58 | 19 398 | 25,28 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 1 926 | 0,57 | 355 | 4,42 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1 258 | 232 | ||||||
| 2026-05-11 | 13F | Wrapmanager Inc | 2 094 | −11,72 | 386 | −8,33 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Ledyard National Bank | 103 675 | 0,93 | 19 105 | 4,86 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 3 075 | 3,54 | 568 | 7,79 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 107 | 0,00 | 20 | 5,56 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 27 220 | −2,04 | 5 016 | 1,79 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 13 999 | −1,03 | 2 580 | 2,83 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 50 | 9 | ||||||
| 2026-05-05 | 13F | Theory Financial Llc | 1 406 | 0,00 | 259 | −0,38 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 41 197 | 7 592 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 413 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14 771 | 197,62 | 2 722 | 209,32 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 299 602 | 0,67 | 57 134 | 3,62 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 5 949 | 7,87 | 1 096 | 12,07 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 6 179 | −43,21 | 1 139 | −41,01 | ||||
| 2026-05-14 | 13F/A | Empirical Finance, LLC | 13 181 | 2 429 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 63 354 | 2,66 | 11 675 | 6,66 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 1 701 | 313 | ||||||
| 2026-05-07 | 13F | Tacita Capital Inc | 22 793 | −4,44 | 4 200 | −0,71 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 1 500 | 0,00 | 276 | 3,76 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 15 900 | 14,39 | 2 930 | 18,86 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4 326 | 797 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 60 | 0,00 | 11 | 10,00 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 2 847 | 0,49 | 525 | 4,38 | ||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 1 267 | 0,00 | 233 | 4,02 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1 878 | 2,01 | 346 | 6,13 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 17 513 | 0,40 | 3 227 | 4,33 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 7 477 | 7,52 | 1 378 | 11,68 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 53 136 | −4,82 | 9 792 | −1,11 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 23 149 | 0,06 | 4 266 | 3,95 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 24 837 | 3,54 | 4 577 | 7,57 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 5 770 | −0,93 | 1 063 | 2,90 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11 097 | 4,96 | 2 045 | 1,19 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 77 201 | −7,00 | 14 227 | −3,38 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2 664 | −15,80 | 491 | −12,66 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 1 198 | 0,00 | 221 | 3,77 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 27 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Polen Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 4 001 | 0,00 | 737 | 3,95 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 39 456 | 8,49 | 6 998 | 10,22 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 3 265 | −15,26 | 602 | −12,01 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 132 | 24 | ||||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 1 133 | 0,00 | 209 | 4,50 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 1 091 | 201 | ||||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 1 560 | 0,00 | 287 | 0,35 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 5 945 | −0,78 | 1 096 | 3,11 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 89 943 | 3,27 | 17 266 | 7,34 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 25 127 | −7,47 | 4 630 | −3,86 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 17 157 | −1,52 | 3 162 | 2,30 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 21 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2 968 | 7,77 | 547 | 11,89 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 2 767 | 10,06 | 510 | 14,38 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4 755 | 0,00 | 876 | 3,91 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 167 | 0,00 | 31 | 3,45 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 5 841 | 22,43 | 1 076 | 27,19 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 5 123 | 0,81 | 946 | 4,88 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 59 092 | −0,29 | 10 889 | 3,60 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3 772 | 1,45 | 695 | 5,46 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 357 | 0,00 | 66 | 3,17 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 3 535 | −0,20 | 651 | 3,66 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3 938 | 9,54 | 726 | 13,81 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 1 513 | 0,07 | 279 | 3,73 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4 279 | −8,57 | 789 | −5,06 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 300 | 0,00 | 55 | 3,77 | ||||
| 2026-05-15 | 13F | Earnest Partners Llc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 11 924 | 2 197 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 428 227 | −3,58 | 75 955 | 98 541,56 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 31 959 | −9,43 | 5 889 | −5,90 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 1 962 | −2,24 | 362 | 1,69 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 11 434 | 0,59 | 2 107 | 4,51 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 17 | 0,00 | 3 | 50,00 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 3 315 | 23,93 | 611 | 28,69 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 2 927 | 2,77 | 541 | 6,92 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 430 | 0,00 | 79 | 3,95 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 4 808 | 0,04 | 886 | −2,53 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 304 | 56 | ||||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 3 527 | 0,00 | 650 | 3,84 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 15 597 | 0,46 | 2 874 | 4,40 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 505 528 | 2,99 | 93 177 | 7,01 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 21 162 | 1,53 | 3 900 | 5,46 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 17 067 | −2,31 | 3 245 | 4,74 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2 113 | −7,85 | 389 | −4,19 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 12 342 | 9,87 | 2 274 | 14,16 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 82 924 | −2,55 | 15 | 0,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 43 076 | −7,71 | 7 938 | −4,12 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 11 864 | 0,00 | 2 198 | 1,48 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 9 041 | −0,86 | 1 666 | 3,03 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 2 | 0,00 | 0 | |||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 23 318 | 0,11 | 4 297 | 4,02 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 3 459 | 0,06 | 637 | 3,92 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 663 | 118 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8 674 | 0,07 | 1 598 | 3,97 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 1 | 0 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1 644 | 0,43 | 303 | 4,48 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 12 132 | 1,07 | 2 236 | 4,98 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3 724 | 30,80 | 686 | 30,17 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 69 | 0,00 | 13 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 5 470 | 1 008 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 8 575 | 76,66 | 1 521 | 79,46 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 28 549 | 1,92 | 5 261 | 5,90 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 452 | −1,43 | 268 | 2,30 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 77 | 2,67 | 14 | 7,69 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 1 551 | −13,98 | 286 | −10,66 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 123 389 | 0,16 | 22 729 | 4,03 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 586 | 0,00 | 108 | 3,88 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 209 | −8,52 | 591 | −4,98 | ||||
| 2026-04-22 | 13F | Motco | 17 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 50 825 | 62,27 | 9 366 | 68,60 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 66 | 12 | ||||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 4 402 | 0,00 | 811 | 3,97 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 3 547 | 18,23 | 654 | 22,74 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1 170 | −3,70 | 216 | 0,00 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 750 | 0,00 | 138 | 3,76 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 31 455 | −1,10 | 5 797 | 2,75 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 2 771 | −4,32 | 511 | −0,58 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 18 768 | 2,37 | 3 459 | 6,37 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 39 962 | 137,25 | 7 364 | 146,53 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 38 635 | 6,73 | 7 120 | 10,89 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 443 | 21,10 | 634 | 25,79 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 11 514 | −9,06 | 2 122 | −5,52 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 2 609 | 0,54 | 481 | 4,35 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 3 663 | 0,00 | 675 | 3,85 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 8 600 | 2,58 | 1 585 | 6,52 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 3 977 | −0,18 | 733 | 3,68 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4 791 | −1,50 | 883 | 2,32 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 5 963 | 35,00 | 1 099 | 40,23 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 045 730 | 6,78 | 192 707 | 10,94 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 3 010 | −1,02 | 555 | 2,78 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 9 627 | 5,79 | 1 774 | 9,91 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 290 | −21,83 | 54 | −18,46 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 2 876 | −4,86 | 530 | −1,31 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2 247 | 0,54 | 414 | 4,55 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 10 801 | 0,98 | 1 990 | 4,90 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1 022 | 0,00 | 197 | 8,84 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 5 417 | −2,27 | 998 | 1,53 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 34 786 | −1,28 | 6 410 | 2,56 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 177 550 | 26,67 | 32 719 | 31,61 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 3 457 | −0,03 | 637 | 3,92 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 6 623 | 27,34 | 1 220 | 32,32 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 2 900 | 1,36 | 534 | 5,33 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 3 556 | −0,78 | 645 | 1,57 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 7 832 | 0,27 | 1 443 | 4,19 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 13 883 | −7,07 | 2 558 | −3,44 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2 052 | −30,89 | 378 | −28,14 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 2 876 | 76,44 | 530 | 83,39 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 1 378 | −18,02 | 254 | −15,10 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 44 019 | 60,42 | 8 112 | 66,69 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 1 713 | 304 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 769 | 0,00 | 142 | 3,68 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 3 214 | 0,12 | 592 | 4,04 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 1 471 | −0,34 | 271 | 3,83 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 176 | 0,57 | 32 | 3,23 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 52 399 | −1,71 | 9 656 | 2,12 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2 143 | 0,19 | 395 | −0,51 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 672 | −24,15 | 124 | −21,66 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 6 447 | 17,37 | 1 188 | 21,97 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 57 682 | 0,57 | 10 630 | 4,49 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 23 837 | −0,13 | 4 393 | 3,76 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 4 267 | −13,24 | 786 | −9,86 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 46 253 | 2,44 | 8 524 | 6,43 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 5 721 | −23,21 | 1 054 | −20,21 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2 644 | 1,15 | 487 | 5,18 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 8 502 | −75,31 | 1 567 | −74,36 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 3 715 | −1,43 | 685 | 2,40 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 38 542 | −75,44 | 7 102 | −74,49 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 146 890 | 0,82 | 27 069 | 4,74 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 23 669 | −0,63 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2 950 | 566 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 80 372 | 0,28 | 14 811 | 4,18 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 193 521 | 550,49 | 34 325 | 560,97 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1 489 | 0,00 | 274 | 3,79 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 2 230 | 10,07 | 411 | 13,26 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 6 418 | 4,04 | 1 183 | 8,04 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 404 | −1,16 | 627 | 2,79 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 530 | −4,73 | 282 | −1,06 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 3 338 | 1,00 | 615 | 4,95 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 11 812 | −1,46 | 2 177 | 2,35 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 579 | 0,00 | 107 | 3,92 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 124 837 | −4,92 | 23 005 | −1,22 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 432 | 0,00 | 80 | 3,95 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1 631 | 0,06 | 301 | 4,15 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1 114 | 0,18 | 198 | 2,07 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 8 308 | 15,32 | 1 531 | 19,81 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 100 | −9,91 | 18 | −5,26 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 47 041 | −1,22 | 8 669 | 2,63 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 11 686 | 17,58 | 2 154 | 22,19 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 34 881 | 49,04 | 6 428 | 54,83 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 25 410 | −7,93 | 4 682 | −4,37 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Arwa Llc | 8 294 | −1,60 | 1 577 | 5,48 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 11 112 | 0,00 | 2 048 | 3,91 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 2 348 | 428 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 44 | 8 | ||||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 24 899 | −3,59 | 4 588 | 0,17 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 7 189 | −2,77 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 13 854 | −4,93 | 2 553 | −1,20 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 122 | −0,81 | 22 | 4,76 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2 159 | −0,55 | 398 | 3,12 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 528 225 | −2,33 | 97 323 | 1,47 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 602 | 111 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10 697 | 13,88 | 1 971 | 18,38 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 2 167 | 9,72 | 399 | 14,00 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 46 | 0,00 | 8 | 0,00 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 173 | 32 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 31 128 | −9,93 | 5 736 | −6,41 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 13 675 | 15,62 | 2 520 | 20,17 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 10 091 | −6,57 | 1 860 | −2,92 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 17 744 | 2,20 | 3 270 | 6,17 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 947 | 78,68 | 175 | 85,11 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 2 076 | 4,85 | 383 | 8,83 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 2 414 | 0,00 | 445 | 3,74 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 2 339 | 431 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 7 187 | 11,37 | 1 324 | 15,73 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 2 907 | 0,00 | 536 | 3,88 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1 313 | 0,00 | 242 | 3,88 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1 555 | 0,45 | 287 | 4,38 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 157 | 0,00 | 29 | 3,70 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 552 | 102 | ||||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 219 | 0,00 | 40 | 5,26 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2 420 | 0,00 | 446 | 3,73 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1 121 | 207 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 15 950 | 108,88 | 3 | 100,00 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 630 | 392,19 | 116 | 427,27 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 5 831 | 6,06 | 1 034 | 6,05 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1 445 | −3,86 | 266 | 0,00 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3 549 | 7,29 | 654 | 11,60 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1 326 | 0,08 | 244 | 3,83 | ||||
| 2026-05-15 | 13F | Prelude Capital Management, Llc | 10 500 | 0,00 | 1 935 | 3,87 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 106 | 0,00 | 20 | 5,56 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 879 | −25,57 | 162 | −21,84 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 3 849 | 0,00 | 709 | 3,96 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 40 976 | −1,28 | 7 551 | 2,57 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2 171 | −14,76 | 400 | −11,31 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 8 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1 102 | 203 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 4 178 | 0,53 | 770 | 4,34 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 148 588 | −39,38 | 27 523 | −38,49 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 2 295 | −72,79 | 0 | −100,00 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 22 527 | 0,04 | 4 151 | 3,93 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 54 | 10 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9 831 | 0,32 | 1 744 | 1,87 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 12 816 | 5,78 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 306 169 | 1,89 | 56 421 | 5,86 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 22 825 | −1,18 | 4 206 | 2,69 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 9 877 | −94,30 | 1 752 | −94,22 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 134 | 25 | ||||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 85 754 | 1,79 | 15 803 | 5,76 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 207 | 1,97 | 38 | 5,56 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 1 450 | −15,06 | 267 | −11,59 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 3 377 | −13,03 | 622 | −9,59 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 283 898 | 6,55 | 48 841 | 3,34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2 330 | 59,59 | 429 | 66,28 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2 819 | 10,77 | 519 | 15,08 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 386 | 0,52 | 71 | 4,41 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 6 170 | 69,09 | 1 137 | 75,73 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 2 127 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 31 025 | −15,81 | 5 717 | −12,53 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 97 297 | −50,58 | 18 761 | −46,28 | ||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 17 837 | −3,75 | 3 287 | 0,00 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 16 027 | −3,52 | 2 953 | 0,24 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 23 637 | −0,77 | 4 362 | 3,27 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 2 944 | −0,41 | 542 | 3,44 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2 466 | −3,41 | 454 | 0,44 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 2 824 | −1,40 | 520 | 2,56 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 602 | 9,26 | 111 | 13,40 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 274 908 | 705,61 | 50 436 | 746,67 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 27 867 | 3,91 | 5 135 | 7,97 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 357 | 0,00 | 66 | 3,17 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 353 982 | 1,93 | 65 232 | 5,90 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 1 311 | 0,00 | 242 | 0,84 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 371 | 0,27 | 68 | 4,62 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 440 | 265 | ||||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 3 029 | 1,37 | 558 | 5,28 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3 704 | 0,00 | 683 | 3,96 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 2 895 | 533 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 184 379 | 1,42 | 29 595 | 5,59 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 71 606 | 14,76 | 13 196 | 19,23 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 10 622 | 0,60 | 1 957 | 4,54 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 133 089 | 19,26 | 570 843 | 22,51 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 2 139 | 0,00 | 394 | 3,96 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 21 256 | 105,55 | 3 917 | 113,58 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 2 660 | −0,19 | 490 | 3,81 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 3 574 | −11,16 | 659 | −7,71 | ||||
| 2026-02-13 | 13F | Foresight Global Investors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Laffer Investments | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 3 | 0,00 | 1 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 529 934 | −2,31 | 97 656 | 1,49 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 33 | 6 | ||||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 218 | 0,00 | 40 | 5,26 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3 556 | 3,70 | 655 | 7,73 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2 704 | 2,31 | 498 | 6,41 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 73 195 | 72,33 | 13 488 | 79,05 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 66 493 | 10,39 | 12 253 | 14,69 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 1 150 | 0,00 | 212 | 3,94 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 11 181 | −19,01 | 2 061 | −15,85 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 5 133 | −1,72 | 946 | 2,05 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1 565 | 18,56 | 288 | 23,08 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2 630 | 0,00 | 485 | 3,86 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 27 772 | 24,30 | 5 118 | 29,12 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12 316 | 14,68 | 2 272 | 19,14 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 23 | −77,00 | 4 | −76,47 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4 436 | −5,56 | 817 | −1,92 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 171 147 | −1,11 | 31 539 | 2,74 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 2 005 | 0,00 | 370 | 3,94 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 31 | 0 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 105 024 | 0,55 | 19 911 | 7,48 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 2 761 | 0,00 | 509 | 3,89 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 1 258 | 232 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 10 416 | 1 920 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 69 713 | 2,19 | 12 847 | 6,17 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 12 002 | 0,51 | 2 212 | 4,39 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 33 568 | 3,55 | 6 186 | 7,58 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 2 099 | 0,00 | 387 | 3,76 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 2 461 | −39,41 | 454 | −37,08 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 1 994 | 9,26 | 368 | 13,62 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 24 295 | −18,04 | 4 477 | −14,84 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 383 976 | 0,41 | 69 676 | 2,73 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 1 204 | 222 | ||||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 154 707 | −10,79 | 29 | −6,67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 7 008 | 11,13 | 1 291 | 129 000,00 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6 770 | 0,83 | 1 248 | 4,79 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 1 707 | 0,00 | 315 | 3,97 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4 898 | 1,58 | 903 | 5,50 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 2 610 | 0,35 | 481 | 4,12 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 2 664 | −0,67 | 491 | 3,37 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 966 | 178 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1 139 | −62,84 | 210 | −61,51 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1 368 | −2,36 | 252 | 1,61 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 21 | −25,00 | 4 | −25,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8 850 | 1,41 | 1 570 | 2,48 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 82 300 | 14,05 | 15 166 | 18,49 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 3 107 | 0,00 | 573 | 3,81 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 17 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 1 992 | 367 | ||||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 1 448 | −3,34 | 267 | 0,38 | ||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 23 490 | −0,76 | 4 329 | 3,10 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3 514 | 0,00 | 648 | 3,85 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 2 800 | 0,00 | 516 | 3,83 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 1 475 | −4,41 | 272 | −0,73 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 720 227 | −8,93 | 132 723 | −5,38 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 141 417 | 12,39 | 26 067 | 16,85 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 2 052 | 0,00 | 378 | 4,13 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2 943 | −0,81 | 542 | 3,04 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 2 491 | −65,83 | 459 | −64,58 | ||||
| 2026-04-13 | 13F | Trust Co | 260 990 | 0,73 | 48 095 | 4,65 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 1 399 | 2,19 | 258 | 6,20 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 72 | 13 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 1 189 | −70,60 | 219 | −69,46 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 18 848 | 11,20 | 3 473 | 15,54 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 13 235 | 142,67 | 2 439 | 152,12 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 820 | 0,00 | 151 | 4,14 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 116 | 0,00 | 21 | 5,00 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 8 143 | 1,61 | 1 501 | 5,56 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 10 066 | 2,32 | 1 855 | 6,36 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 20 400 | −0,16 | 3 759 | 3,73 | ||||
| 2026-05-01 | 13F | Avion Wealth | 157 831 | −3,09 | 29 | 3,57 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 4 707 | 0,02 | 867 | 3,96 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1 431 | 3,17 | 264 | 6,91 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 374 368 | −1,43 | 68 988 | 2,41 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 3 533 | −0,93 | 651 | 3,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 3 024 | −25,92 | 557 | −23,07 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 77 301 | −19,39 | 14 245 | −16,25 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 4 089 | 108,73 | 754 | 117,00 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1 189 | −76,49 | 220 | −75,80 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 25 525 | −8,21 | 4 704 | −4,64 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 1 971 | 363 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 2 413 | −32,75 | 445 | −30,19 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 326 802 | −0,70 | 60 227 | 3,17 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 154 378 | −13,10 | 28 449 | −9,71 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 11 | 0,00 | 2 | 100,00 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 3 646 | −26,70 | 672 | −23,92 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 16 770 | −1,34 | 3 088 | 2,35 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 129 093 | 11,05 | 23 789 | 15,38 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1 577 | −0,82 | 280 | 0,36 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 21 203 | 1,66 | 3 907 | 5,62 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 3 015 | 2,73 | 556 | 6,73 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 2 210 | 0,00 | 407 | 4,09 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 740 | −18,50 | 136 | −15,53 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2 167 | −2,69 | 399 | 1,27 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 3 349 | −4,94 | 617 | −1,12 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 37 961 | −2,79 | 6 996 | 1,00 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 332 | 61 | ||||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 6 614 | 2,18 | 1 219 | 6,10 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 61 279 | −3,04 | 11 293 | 0,74 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 3 025 | −2,55 | 557 | 1,27 | ||||
| 2026-03-30 | 13F/A | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 101 | 19 | ||||||
| 2026-04-09 | 13F | Kwmg, Llc | 207 042 | 1,76 | 38 154 | 5,73 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 22 545 | 4,52 | 4 155 | 8,60 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 1 943 | 0,00 | 358 | 4,07 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 341 901 | −11,55 | 63 006 | −8,10 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 20 182 | 9,59 | 3 719 | 13,87 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2 702 | −4,93 | 498 | −1,39 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 186 | 0,00 | 34 | 6,25 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 2 658 | 490 | ||||||
| 2026-05-11 | 13F | Prudent Investors Network | 1 503 | 0,00 | 277 | 3,76 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3 061 | 927,18 | 564 | 984,62 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 2 451 | 0,00 | 452 | 3,92 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7 418 | −0,27 | 1 316 | 1,31 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1 185 | −1,66 | 218 | 2,35 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 2 930 | 7,60 | 540 | 11,83 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 17 811 | 0,08 | 3 | 0,00 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 1 430 | 1,42 | 264 | 5,20 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 4 636 | −7,08 | 854 | −3,39 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 95 781 | −0,53 | 17 650 | 3,35 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 26 051 | −12,97 | 4 801 | −9,59 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 1 675 | 0,00 | 309 | 3,70 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 5 541 | 209,90 | 1 021 | 222,08 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 18 563 | 0,00 | 3 293 | 0,00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 42 976 | 6,41 | 7 920 | 10,55 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 53 | 0,00 | 10 | 0,00 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 38 | 7 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2 484 | −34,94 | 460 | −32,40 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 15 037 | −2,04 | 2 771 | 1,80 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 699 | 0,14 | 129 | 4,07 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 1 139 | 0,00 | 210 | 3,47 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14 454 | 8,95 | 2 664 | 13,17 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 165 912 | 51,89 | 30 574 | 57,80 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 11 994 | 2 210 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 28 512 | 0,58 | 5 254 | 4,49 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2 166 | −7,32 | 399 | −3,62 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 10 979 | 13,22 | 2 023 | 17,68 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 7 195 | −5,68 | 1 326 | −2,00 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 1 | −50,00 | 0 | |||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 49 | 0,00 | 9 | 12,50 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 14 516 | 2,61 | 2 575 | 4,25 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1 205 | −0,41 | 222 | 3,74 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 8 062 | 35,36 | 1 486 | 39,44 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 2 213 | 0,00 | 422 | 4,20 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 6 515 | 4,93 | 1 201 | 8,99 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70 773 | 1,10 | 13 042 | 5,04 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 7 068 | 0,00 | 1 302 | 3,91 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 9 769 | 0,66 | 1 800 | 4,59 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 82 308 | 37,39 | 15 168 | 42,75 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3 464 | 42,43 | 638 | 48,03 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 46 | 8 | ||||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 6 878 | 0,00 | 1 267 | 3,94 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 3 658 | −0,73 | 674 | 3,22 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 10 640 | −12,85 | 1 961 | −9,47 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1 030 | 1,68 | 190 | 5,59 | ||||
| 2026-02-12 | 13F | Stonegate Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 1 170 | 0,43 | 216 | 4,37 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-05-07 | 13F | Conquis Financial Llc | 30 375 | 5,24 | 5 874 | 14,73 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 4 | 1 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 34 245 | 7,60 | 6 311 | 11,78 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 795 | 144,37 | 699 | 154,18 | ||||
| 2026-04-30 | 13F | Kornitzer Capital Management Inc /ks | 1 556 | 0,00 | 287 | 4,00 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 19 918 | −0,10 | 3 670 | 3,79 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1 088 | 201 | ||||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 44 | 0,00 | 8 | 14,29 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 292 | 10,19 | 54 | 12,77 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 1 375 | −5,76 | 253 | −1,94 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9 106 | 4,37 | 1 678 | 8,47 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 136 | 325,00 | 25 | 400,00 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 2 571 | 0,00 | 474 | 3,73 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 909 | 8,99 | 168 | 13,61 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 4 590 | 111,03 | 846 | 4,19 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 68 357 | −0,88 | 12 597 | 2,98 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 470 | 0,00 | 87 | 3,61 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 781 | 0,00 | 144 | 3,62 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 36 452 | 34,99 | 6 716 | 40,24 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 35 | 0,00 | 6 | 0,00 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 51 097 | 96,95 | 9 416 | 104,65 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 4 473 | 824 | ||||||
| 2026-04-30 | 13F | North Capital, Inc. | 2 241 | 0,54 | 413 | 4,30 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 93 | 0 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 26 393 | 5,11 | 4 864 | 9,21 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 258 | 0,00 | 48 | 4,44 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1 750 | 0,00 | 322 | 3,87 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 23 882 | 26,94 | 4 401 | 31,92 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 26 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 92 529 | −0,13 | 17 | 6,25 | ||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 33 469 | 0,65 | 6 168 | 4,56 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | WP Advisors, LLC | 3 559 | 0,39 | 656 | 4,30 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 4 900 | 903 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 5 460 | 175,76 | 1 006 | 186,61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 1 800 | −45,45 | 332 | −43,42 | |||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 30 510 | 1,76 | 5 634 | 5,92 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 2 254 | −14,39 | 415 | −11,13 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2 351 | −4,82 | 433 | −1,14 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2 380 | 1,28 | 439 | 5,29 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 2 170 | 0,00 | 400 | 3,91 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 2 214 | −4,24 | 408 | −0,73 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 3 959 | 20,81 | 730 | 25,47 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 16 903 | 10 269,94 | 3 115 | 11 021,43 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 347 | 0,00 | 248 | 4,20 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 21 233 | −4,17 | 3 913 | −0,46 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 4 835 | 0,00 | 891 | 3,85 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 4 226 | −1,81 | 779 | 1,97 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 72 730 | 1,32 | 13 403 | 5,27 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 33 888 | 5,25 | 6 245 | 9,33 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 17 | 3 | ||||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 22 310 | −12,16 | 4 111 | −8,73 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 78 918 | 13,99 | 14 543 | 18,44 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 793 | −10,80 | 146 | −7,01 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19 132 | 71,65 | 3 393 | 74,45 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 2 915 | −0,61 | 556 | −1,07 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 19 | 5,88 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 35 914 | 0,02 | 6 618 | 3,91 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 21 615 | −2,49 | 3 983 | 1,32 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 6 615 | 6,03 | 1 219 | 10,22 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 78 | 0,00 | 14 | 7,69 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7 246 | −8,49 | 1 285 | −7,02 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 28 630 | −0,06 | 5 276 | 3,82 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 19 469 | −38,23 | 3 588 | −35,83 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1 136 | 0,00 | 209 | 3,98 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 2 100 | 3,65 | 387 | 7,52 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 668 | 123 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 33 345 | 14,67 | 6 145 | 19,14 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 4 | 0,00 | 1 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 28 262 | 4,48 | 5 208 | 8,55 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 6 248 | 7,11 | 1 151 | 11,32 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 15 | −25,00 | 3 | −33,33 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 109 447 | 3,90 | 20 | 11,11 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 2 515 | 0,00 | 463 | 3,81 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 461 159 | −0,49 | 269 262 | 3,39 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 7 601 | 15,67 | 1 401 | 20,17 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 3 459 | −2,12 | 637 | 1,76 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 49 603 | 16,17 | 9 141 | 20,69 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 3 438 | −2,91 | 634 | 0,80 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9 552 | 0,51 | 1 760 | 4,45 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 2 621 | 483 | ||||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 7 449 | 0,05 | 1 373 | 3,94 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 3 888 | −6,63 | 716 | −2,98 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 9 128 | −0,21 | 1 682 | 3,70 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 42 399 | 0,00 | 7 813 | 3,90 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 13 039 | −16,75 | 2 403 | −13,53 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 492 | 5,58 | 91 | 9,76 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 67 563 | −96,11 | 12 451 | −95,95 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 132 | 0,00 | 24 | 4,35 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1 130 | 0,00 | 209 | 4,50 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 159 | −0,62 | 29 | 3,57 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 3 481 | 0,49 | 642 | 4,40 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 1 500 | 0,00 | 276 | 3,76 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 27 880 | −9,39 | 5 138 | −5,86 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 546 | 0,00 | 101 | 4,17 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 2 100 | 387 | ||||||
| 2026-04-14 | 13F | OLIO Financial Planning | 99 296 | 1,74 | 18 298 | 5,70 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 5 605 | 3,28 | 1 033 | 7,28 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2 280 | 25,69 | 420 | 30,84 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 8 972 | −42,00 | 1 653 | −39,74 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 1 617 | 1,32 | 298 | 5,30 | ||||
| 2026-05-14 | 13F | Bank of Marin | 2 298 | −5,78 | 423 | −2,08 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 25 | 0,00 | 5 | 0,00 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 58 | 0,00 | 11 | 0,00 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 10 874 | −51,17 | 4 008 | 1,47 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 135 | 0,00 | 25 | 4,35 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1 629 | −44,08 | 300 | −41,86 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 3 731 | −1,24 | 688 | 2,54 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 18 818 | 1,58 | 3 468 | 5,54 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Kendall Capital Management | 3 720 | −19,57 | 686 | −16,46 |
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