Grundläggande statistik
| Institutionella ägare | 1239 total, 1236 long only, 0 short only, 3 long/short - change of 2,82% MRQ |
| Genomsnittlig portföljallokering | 0.3682 % - change of −2,36% MRQ |
| Institutionella aktier (lång) | 40 504 124 (ex 13D/G) - change of −0,93MM shares −2,23% MRQ |
| Institutionellt värde (lång) | $ 12 004 393 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Small-Cap Growth ETF (GB:0LOE) har 1239 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 40,504,124 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Assetmark, Inc, CI Private Wealth, LLC, Sei Investments Co, LPL Financial LLC, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., UBS Group AG, and Pnc Financial Services Group, Inc. .
Vanguard Index Funds - Vanguard Small-Cap Growth ETF (LSE:0LOE) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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13F- och NPORT-arkiveringar
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 331 | 2 000,00 | 711 | 2 051,52 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 28 288 | 0,80 | 8 550 | 0,85 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 10 523 | 1,45 | 3 181 | 1,50 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 19 518 | 1,71 | 5 899 | 1,76 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 12 528 | −4,52 | 3 786 | −4,47 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8 486 | −3,84 | 2 565 | −3,83 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 1 495 | 32,30 | 452 | 32,26 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 358 | −0,83 | 108 | 0,00 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 1 367 | 4,27 | 413 | 4,29 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 1 376 | 0,07 | 416 | 0,24 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1 017 | 33 800,00 | 0 | |||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2 560 | 0,00 | 774 | 0,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 261 | 79 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 2 872 | 0,49 | 868 | 0,58 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 3 760 | −0,58 | 1 137 | −0,53 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 1 175 | 0,00 | 355 | 0,28 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3 499 | 16,75 | 1 058 | 16,80 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2 221 | −5,65 | 671 | −5,63 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1 363 | 0,07 | 412 | 0,00 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1 972 | 0,00 | 596 | 1,54 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 6 396 | −15,05 | 1 933 | −15,00 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1 147 | −0,26 | 347 | −0,29 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 12 469 | 0,89 | 3 769 | 0,94 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 16 917 | 7,25 | 5 113 | 7,30 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 1 585 | 479 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 211 | 8,76 | 64 | 8,62 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 112 | 0 | ||||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 9 852 | 3,49 | 2 978 | 3,55 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 1 591 | 7,65 | 486 | 8,74 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4 956 | −3,45 | 1 498 | −3,42 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 39 | 12 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 937 | 0,32 | 283 | 1,44 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 3 | ||||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 298 | −42,25 | 90 | −41,94 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4 384 | 1,95 | 1 325 | 2,08 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 631 | 188 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 12 969 | −0,18 | 3 920 | −0,15 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5 626 | 20,37 | 1 701 | 21,43 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 1 098 | 0,00 | 332 | 0,00 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 4 433 | 1,51 | 1 340 | 1,52 | ||||
| 2026-01-07 | 13F | Vigilare Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 251 | 0,00 | 76 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 367 120 | 110 962 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 1 714 | 518 | ||||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Hartline Investment Corp/ | 4 306 | 0,00 | 1 301 | 0,08 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 715 | 0,00 | 216 | 0,00 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 38 149 | 0,00 | 11 531 | 0,04 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 775 | 0,13 | 234 | 0,43 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 3 | 1 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 066 | 1,92 | 624 | 1,96 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3 960 | 3,39 | 1 197 | 3,46 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 682 | 0,00 | 206 | 0,00 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1 579 | −44,24 | 477 | −44,21 | ||||
| 2026-04-06 | 13F | CX Institutional | 20 773 | −40,79 | 6 | −40,00 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 15 973 | 11,13 | 4 828 | 11,17 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 13 174 | 22,43 | 3 982 | 22,49 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3 215 | −0,25 | 972 | −0,21 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 1 356 | −17,27 | 410 | −17,37 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 62 700 | 18 942 | ||||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 2 449 | 6,11 | 740 | 6,17 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 71 414 | 6,44 | 21 585 | 6,48 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 3 748 | 0,00 | 1 133 | 0,00 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 369 | 0,00 | 112 | 0,00 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 2 934 | 7,16 | 887 | 7,13 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 99 | 0,00 | 30 | 0,00 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 5 508 | 1 665 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 3 648 | −10,10 | 1 103 | −10,04 | ||||
| 2026-04-23 | 13F | Simmons Bank | 6 594 | −1,76 | 1 992 | −1,73 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1 229 | −10,88 | 371 | −10,82 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 300 | 91 | ||||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 5 489 | 4,37 | 1 659 | 4,47 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 36 216 | 0,84 | 10 947 | 0,88 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 15 807 | −2,44 | 4 777 | −2,41 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2 782 | 1,46 | 841 | 1,45 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 1 943 | −0,87 | 587 | −0,84 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 127 | 5,83 | 38 | 5,56 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5 889 | −13,24 | 1 780 | −13,17 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4 822 | 0,88 | 1 458 | 0,90 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 126 | 0,00 | 38 | 0,00 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 205 | 0,00 | 62 | 0,00 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 754 | 228 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 322 | 2 200,00 | 97 | 2 325,00 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 5 987 | 0,66 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 7 336 | 4,01 | 2 217 | 4,08 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5 645 | 1,80 | 1 706 | 1,85 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 402 | 1,26 | 121 | 0,83 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 1 035 | 0,00 | 313 | 0,00 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3 086 | −6,37 | 933 | −6,33 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 1 125 | 1,35 | 340 | 2,73 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 50 068 | −20,59 | 15 133 | −20,55 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 319 | −12,84 | 97 | −12,73 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 609 318 | 2,84 | 486 416 | 2,89 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 10 372 | −2,90 | 3 135 | −2,85 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 46 866 | 2,33 | 14 165 | 2,39 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 37 | 0,00 | 11 | 0,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1 731 | 0,06 | 523 | 0,19 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 104 | 0,00 | 31 | 0,00 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1 424 | −10,94 | 430 | −10,97 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 665 | −3,62 | 201 | −3,37 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1 506 | −3,34 | 492 | −2,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 649 | 217 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 6 705 | 3,06 | 2 027 | 3,10 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 5 957 | 4,47 | 1 800 | 4,53 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 70 | −49,64 | 21 | −48,78 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4 872 | 12,60 | 1 | 0,00 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 4 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 2 249 | 0,00 | 1 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 18 370 | −2,41 | 5 552 | −2,36 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1 226 | 0,00 | 371 | 0,00 | ||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 2 423 | −0,04 | 732 | 0,00 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 13 561 | 0,65 | 4 099 | 0,69 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 1 105 | 0,00 | 334 | 0,00 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2 939 | −0,34 | 888 | −0,22 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2 267 | −5,54 | 685 | −5,52 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 27 | 35,00 | 8 | 33,33 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 1 488 | 97,09 | 450 | 96,93 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 783 | 0,00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 929 | 1,75 | 281 | 1,82 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1 130 | 0,09 | 341 | 0,00 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2 465 | −0,80 | 745 | −0,80 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 4 815 | 0,00 | 1 394 | −5,11 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 24 385 | 27,46 | 7 371 | 27,53 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 13 194 | −2,76 | 3 988 | −2,73 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 101 | 197,06 | 31 | 200,00 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1 358 | 1,95 | 410 | 1,99 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 18 589 | −0,40 | 5 619 | −2,84 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 4 584 | 2,39 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 684 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | GLR Partners, LLC | 2 440 | 737 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 5 493 | −0,22 | 1 660 | −0,18 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2 017 | −7,90 | 610 | −7,87 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 60 | 0,00 | 18 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5 311 | −3,80 | 1 606 | −3,72 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 36 | 2,86 | 11 | 0,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 1 804 | 0,67 | 545 | 0,74 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 35 519 | 59,71 | 10 736 | 59,79 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 2 547 | 7,79 | 770 | 7,85 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 7 279 | 682 | ||||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 214 055 | 0,86 | 64 698 | 0,91 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 51 387 | 2,27 | 16 301 | 7,39 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 362 | −3,47 | 109 | −3,54 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8 422 | −6,71 | 2 546 | −6,67 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 270 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 545 | 0,18 | 165 | 0,00 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 942 | 22,76 | 587 | 22,80 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 1 277 | 386 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1 120 | −3,78 | 339 | −3,70 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 883 | −10,54 | 267 | −10,74 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 74 | 0,00 | 22 | 0,00 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 40 | 12 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 204 118 | 0,31 | 61 695 | 0,36 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 710 | 215 | ||||||
| 2026-05-11 | 13F | Wrapmanager Inc | 930 | −8,82 | 281 | −8,77 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 3 897 | 0,52 | 1 178 | 0,51 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1 721 | 520 | ||||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 72 | 0,00 | 22 | 0,00 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 667 | −0,74 | 201 | −0,50 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 18 634 | −2,66 | 6 141 | −0,34 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 27 242 | 1,13 | 8 234 | 1,17 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 8 834 | −11,33 | 2 670 | −11,27 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 447 | 0,00 | 135 | 0,00 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 8 522 | −36,67 | 2 576 | −36,65 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 25 974 | −3,74 | 7 851 | −3,70 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 1 680 | −78,35 | 508 | −78,37 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 121 688 | 36 780 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 398 | 3,27 | 725 | 3,28 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 1 473 | 13,48 | 445 | 13,52 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11 027 | 3 333 | ||||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 1 676 | 507 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9 661 | 18,90 | 2 920 | 18,99 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 368 412 | 4,53 | 111 353 | 4,58 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 2 564 | 170,75 | 1 | |||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 140 744 | 23,65 | 42 540 | 23,71 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1 341 | 405 | ||||||
| 2026-05-06 | 13F | Performa Ltd (US), LLC | 31 723 | 0,00 | 9 588 | 0,05 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 26 756 | −6,57 | 8 091 | −6,52 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 2 601 | 3,38 | 786 | 3,42 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 1 688 | 0,24 | 1 | |||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 1 524 | 0,07 | 461 | 0,00 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 215 | 0,00 | 65 | 0,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 24 860 | −4,10 | 7 514 | −4,06 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 32 | 10 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 6 827 | 5,35 | 2 063 | 5,42 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 17 104 | −0,28 | 5 170 | −0,23 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1 977 | −9,15 | 597 | −10,09 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 42 528 | −16,83 | 12 854 | −16,80 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 8 807 | −2,93 | 2 662 | −2,92 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2 558 | −5,61 | 773 | −5,50 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 88 | 0,00 | 27 | 0,00 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 47 | 0,00 | 14 | 0,00 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 10 286 | −12,79 | 3 109 | −12,77 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1 961 | 11,80 | 593 | 11,70 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 46 | 0,00 | 14 | 0,00 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 29 915 | 6,69 | 9 042 | 6,73 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 7 061 | −0,11 | 2 134 | −0,05 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 802 | 0,00 | 242 | 0,00 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 400 | 0,00 | 121 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 18 386 | 5,55 | 5 557 | 5,61 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 17 396 | −2,06 | 5 857 | 1,90 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 151 879 | 35,83 | 45 905 | 35,90 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3 696 | 41,34 | 1 117 | 41,44 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2 708 | 0,22 | 825 | 1,10 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Finward Bancorp | 1 655 | −5,05 | 500 | −4,94 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 36 | 0,00 | 11 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 17 234 | −11,20 | 5 209 | −11,15 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1 246 | −5,82 | 376 | −5,76 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 2 224 | 0,00 | 672 | 0,15 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 70 | 0,00 | 21 | 0,00 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 5 122 | −0,39 | 1 548 | −0,32 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 1 898 | 0,11 | 574 | 0,17 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 1 373 | 0,37 | 415 | 1,72 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 7 115 | −0,75 | 2 248 | 3,83 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 1 135 | 0,00 | 343 | 0,00 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 672 | 0,00 | 203 | 0,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2 135 | −2,06 | 645 | −1,98 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 212 659 | −5,59 | 64 246 | 95 789,55 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 182 | 0,00 | 55 | 1,85 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 281 | 1,59 | 387 | 1,84 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 206 025 | 14,21 | 70 755 | 29,79 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 20 126 | 6,72 | 6 083 | 6,78 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 1 086 | 0,00 | 328 | 0,00 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 16 | 0,00 | 5 | 0,00 | ||||
| 2026-04-07 | 13F | InvesTrust | 1 949 | 3,73 | 589 | 3,88 | ||||
| 2026-05-12 | 13F | ESG Planning | 8 710 | 2 633 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 856 | 27,95 | 259 | 27,72 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 1 640 | 23,31 | 496 | 23,44 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 14 041 | 10,44 | 4 244 | 10,49 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 865 | 0,00 | 262 | 0,00 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 32 | 10 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 58 | 0,00 | 18 | 0,00 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 36 214 | 1,83 | 10 946 | 1,87 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 32 604 | −5,86 | 9 855 | −12,07 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 656 | 198 | ||||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5 222 | 1,62 | 1 578 | 1,68 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 174 | 3 380,00 | 53 | 5 100,00 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 2 427 | 0,00 | 733 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 141 | 43 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2 062 | −1,25 | 623 | −1,11 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 301 | 0,33 | 91 | 0,00 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 31 964 | 7,66 | 9 661 | 7,72 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 1 590 | −0,31 | 481 | −0,21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 727 | −20,89 | 220 | −26,01 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 923 | 0,00 | 279 | 0,00 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 865 | −5,57 | 262 | −5,43 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 5 538 | 17,33 | 1 673 | 19,16 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 1 703 | 0,00 | 1 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 46 | 2,22 | 14 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 492 | 149 | ||||||
| 2026-04-22 | 13F | Motco | 140 | 42 | ||||||
| 2026-05-14 | 13F | Apriem Advisors | 6 452 | 20,04 | 1 950 | 20,15 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2 554 | 3,03 | 772 | 3,07 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 4 752 | 0,83 | 1 436 | 0,91 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 725 | 219 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 792 | 0,00 | 239 | 0,00 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 1 622 | 4,85 | 490 | 4,93 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 804 | 0,00 | 243 | 0,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 69 015 | −0,35 | 20 860 | −0,31 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 30 | 0,00 | 9 | 0,00 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 14 118 | −7,57 | 4 267 | −7,52 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 2 843 | 0,00 | 859 | 0,12 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 1 105 | 0,09 | 334 | 0,30 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 450 | 438 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 4 213 | 6,93 | 1 273 | 6,97 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 79 726 | −2,62 | 24 097 | −2,57 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 1 630 | −1,45 | 493 | −1,40 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 1 858 | 0,00 | 562 | 0,00 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 10 609 | −0,69 | 3 207 | −0,65 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 2 148 | 0,00 | 649 | 0,00 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 146 | 0,00 | 44 | 0,00 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 5 376 | 3,13 | 1 625 | 3,17 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 192 | −16,88 | 58 | −15,94 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 930 | 0,00 | 281 | 0,36 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3 204 | 40,53 | 968 | 40,70 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 41 097 | 3,07 | 12 421 | 3,12 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 317 128 | 4,73 | 95 852 | 4,77 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2 884 | 0,00 | 872 | 0,00 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 7 941 | 0,72 | 2 400 | 0,80 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3 671 | −0,08 | 1 114 | 0,27 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 16 635 | 0,67 | 5 028 | 0,72 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 32 927 | −3,05 | 9 952 | −3,01 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 138 366 | 0,07 | 41 821 | 0,11 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 28 537 | 86,82 | 8 625 | 86,93 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 32 109 | −5,34 | 10 851 | 5,88 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4 293 | −0,95 | 1 298 | −0,92 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 688 | 0,00 | 208 | 0,00 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 4 413 | −16,09 | 1 334 | −16,06 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8 588 | 2 596 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2 657 | 0,00 | 803 | 0,12 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 24 464 | 2,21 | 7 394 | 2,25 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1 289 | 0,16 | 390 | 0,26 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 10 782 | 0,77 | 3 259 | 0,80 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 14 | −85,26 | 4 | −85,71 | ||||
| 2026-05-15 | 13F | Seal Cove Capital, LLC | 308 | 0,00 | 93 | 0,00 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 857 | 0,00 | 259 | −5,82 | ||||
| 2026-05-12 | 13F | Creative Planning | 124 032 | 1,50 | 37 489 | 1,54 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 50 527 | −0,97 | 15 272 | −0,93 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 7 150 | 0,10 | 2 161 | 0,14 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 11 129 | 2,91 | 3 364 | 2,97 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 127 | 0,00 | 38 | 0,00 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 54 767 | 4,57 | 16 553 | 4,62 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 827 | −9,42 | 250 | −9,09 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 539 | 0,52 | 465 | 0,65 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 2 244 | −92,52 | 678 | −92,51 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 95 | 0,00 | 29 | 0,00 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 10 612 | −3,32 | 3 208 | −3,29 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 15 423 | −0,18 | 4 662 | −0,13 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 18 569 | −21,53 | 5 612 | −21,50 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 32 815 | −10,10 | 9 918 | −10,06 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 443 | 0,00 | 134 | 0,00 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3 238 | −0,28 | 979 | −0,20 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 793 | 0,00 | 240 | 0,00 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3 250 | 323,73 | 1 065 | 330,77 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 899 | −0,33 | 272 | −0,37 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 1 997 | −66,03 | 604 | −66,03 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 8 093 | 1,29 | 2 446 | 0,37 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2 818 | 0,04 | 852 | 0,00 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 129 093 | 3,69 | 39 018 | 3,74 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 772 | −2,28 | 233 | −2,10 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 19 945 | 20,23 | 6 028 | 20,30 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 408 | 946,15 | 123 | 1 018,18 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5 529 | −12,60 | 1 671 | −12,56 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 10 488 | −0,34 | 3 170 | −0,31 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 944 | 2,28 | 285 | 2,52 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 764 | 231 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 225 | 0,00 | 68 | 0,00 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 462 | 0,00 | 140 | 0,00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 44 441 | −7,26 | 13 432 | −7,22 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 14 876 | −1,79 | 4 496 | −1,75 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 767 | 0,13 | 232 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 131 049 | −1,54 | 39 579 | −1,49 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 1 217 | 69,50 | 368 | 69,91 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 12 734 | 10,97 | 3 849 | 11,02 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 41 002 | −5,27 | 12 393 | −5,22 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 581 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 388 | 0,00 | 117 | 0,00 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1 431 | 30,57 | 433 | 30,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23 257 | 448,51 | 7 026 | 457,18 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 2 272 | −5,25 | 687 | −5,25 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 6 | −14,29 | 2 | −50,00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 60 | 0,00 | 18 | 0,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 788 | 0,00 | 238 | 0,00 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 3 419 | 0,50 | 1 034 | 0,58 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 950 | 23,38 | 287 | 23,71 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 4 782 | 81,14 | 1 445 | 81,30 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 741 | 0,00 | 224 | 0,00 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 949 | 0,11 | 287 | 0,00 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 740 | 0,00 | 224 | 0,00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 21 262 | −0,93 | 6 423 | −0,93 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 448 | 0,00 | 135 | 0,00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1 921 | 0,05 | 581 | 0,00 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 8 330 | 3,32 | 2 518 | 3,37 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 948 | 11,01 | 287 | 11,28 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 12 438 | 3,02 | 3 759 | 3,07 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 1 251 | 1,79 | 378 | 1,89 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 7 670 | −2,42 | 2 318 | −2,36 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 757 | −82,71 | 0 | −100,00 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 784 | 0,13 | 237 | 0,00 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 8 | −11,11 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26 454 | 19,79 | 7 994 | 19,82 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 884 | −34,76 | 267 | −34,72 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 77 540 | −22,81 | 23 829 | −25,33 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 379 | 0,00 | 115 | 0,00 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 54 229 | −4,28 | 16 391 | −4,24 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 28 093 | 1,82 | 8 491 | 1,87 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 858 | −3,05 | 259 | −3,00 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 1 277 | −3,11 | 386 | −3,27 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 9 668 | 1,46 | 2 922 | 1,53 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 5 740 | 0,38 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 25 | 0,00 | 8 | 0,00 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 23 702 | −1,23 | 7 164 | −1,19 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 2 153 | 0,51 | 651 | 0,46 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 9 444 | −4,66 | 2 854 | −4,61 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 760 | −0,39 | 230 | −0,43 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2 052 | −3,98 | 620 | −3,88 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 678 | −8,71 | 507 | −8,65 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 24 | 0,00 | 7 | 0,00 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 76 | 0,00 | 23 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 705 | −18,87 | 213 | −17,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3 205 | −0,80 | 969 | −0,82 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 5 | 0,00 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 34 802 | −1,25 | 10 519 | −1,21 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14 836 | 6,12 | 4 482 | 6,13 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 75 478 | −2,24 | 22 813 | −2,19 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 151 | 0,00 | 46 | 0,00 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2 915 | 881 | ||||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 29 838 | −0,60 | 9 019 | −0,55 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 21 523 | 2,40 | 6 505 | 2,46 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 985 | −12,29 | 298 | −12,39 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 14 115 | 0,01 | 4 266 | 0,07 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4 329 | −93,67 | 1 308 | −93,58 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 46 | 0,00 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 1 908 | 0,00 | 577 | 0,00 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 3 590 | −3,03 | 1 091 | −2,94 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4 | 1 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 4 683 | 0,00 | 1 415 | 0,07 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 2 602 | 2,00 | 786 | 2,08 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 14 463 | −3,37 | 4 371 | −3,32 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3 439 | −4,31 | 1 039 | −9,89 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 1 667 | 92,94 | 504 | 92,72 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 9 431 | −3,29 | 2 850 | −3,26 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 672 | 0,00 | 203 | 0,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 424 | 130,26 | 1 035 | 130,51 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1 713 | −1,72 | 518 | −1,71 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 60 452 | 6,14 | 18 272 | 6,19 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 2 986 | −1,45 | 902 | −3,84 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 25 547 | −4,24 | 7 721 | −4,19 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 28 038 | 5,74 | 8 474 | 5,79 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 254 | 0,00 | 77 | 0,00 | ||||
| 2026-04-24 | 13F | Balentine LLC | 30 | 9 | ||||||
| 2026-05-08 | 13F | ROSS\JOHNSON & Associates LLC | 19 | 0,00 | 6 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 8 708 | −1,58 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 617 063 | 19,77 | 182 026 | 16,95 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 841 | 1,45 | 254 | 1,60 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3 058 | 2,62 | 924 | 2,67 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 180 | 55 | ||||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 791 | 0,00 | 239 | 0,42 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 70 | 21 | ||||||
| 2026-04-28 | 13F | Busey Wealth Management | 2 480 | 0,00 | 750 | 0,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 28 015 | −3,95 | 8 468 | −3,90 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 764 | 0,00 | 231 | 0,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1 946 | 2,69 | 588 | 2,80 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 62 | 0,00 | 19 | 0,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1 287 | −34,70 | 389 | −34,79 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 1 738 | 0,70 | 525 | 0,77 | ||||
| 2026-05-11 | 13F | United Bank | 2 770 | −35,45 | 837 | −35,42 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 119 | 0,00 | 36 | 0,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2 730 | −34,50 | 825 | −34,47 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 4 046 | 1 223 | ||||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 14 297 | −0,27 | 4 321 | −0,21 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 342 | 0,00 | 103 | 0,00 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 37 811 | 24,15 | 11 428 | 24,20 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2 974 | −0,97 | 899 | −0,88 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 23 699 | −78,40 | 23 659 | −28,61 | ||||
| 2026-04-29 | 13F | Custom Index Systems, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Bravera Wealth | 10 898 | 18,60 | 3 294 | 18,62 | ||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 1 405 | 0,00 | 425 | 0,00 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 5 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 8 602 | 1,10 | 2 600 | 1,13 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 25 | 13,64 | 8 | 16,67 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7 334 | −2,43 | 2 222 | −2,37 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2 949 | −22,60 | 891 | −22,59 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1 777 | 0,06 | 537 | 0,19 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 994 | 300 | ||||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 10 | 0 | ||||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 1 580 | 0,00 | 478 | 0,00 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2 216 | −1,82 | 670 | −1,76 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 243 275 | −2,28 | 70 450 | −6,33 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 49 | 0,00 | 15 | 0,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 1 829 | 0,11 | 553 | 0,18 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 1 336 | 0,00 | 404 | 0,00 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 6 156 | 0,00 | 1 861 | 0,05 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3 124 | −28,79 | 944 | −28,75 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8 456 | −51,42 | 2 556 | −51,41 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 5 084 | −2,70 | 1 537 | −2,66 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6 095 | −0,02 | 1 842 | 0,05 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1 799 | −14,41 | 1 | |||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 9 041 | −4,34 | 2 733 | −4,31 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5 617 | 0,11 | 1 698 | 0,18 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 3 283 | −0,58 | 992 | −0,50 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 810 | −94,90 | 245 | −94,91 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1 875 | 0,00 | 567 | 0,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 37 839 | 79,54 | 11 432 | 115,44 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 275 | 83 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 655 | 219 | ||||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 1 170 | −6,40 | 354 | −6,37 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 411 | −26,74 | 124 | −26,63 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 138 | 42 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 386 | 117 | ||||||
| 2026-04-30 | 13F | First Horizon Corp | 13 396 | −0,51 | 4 049 | −0,47 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29 901 | 36,52 | 9 034 | 36,57 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 670 | 203 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 708 | 0,00 | 818 | 0,00 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4 289 | 1,47 | 1 296 | 1,57 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 477 172 | −7,35 | 144 225 | −7,31 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 675 | −21,24 | 204 | −21,32 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 54 | 0,00 | 16 | 0,00 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 15 374 | −3,55 | 4 645 | −2,11 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 148 | −38,59 | 45 | −38,89 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 1 247 | −8,51 | 377 | −8,52 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 840 | 0,00 | 254 | 0,00 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 1 350 | 0,00 | 408 | 0,25 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 3 512 | −26,85 | 1 061 | −26,83 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 4 597 | 0,00 | 1 389 | 0,07 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 13 004 | 1,29 | 3 930 | 130 900,00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8 459 | 0,20 | 2 557 | 0,24 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 3 553 | 1 074 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3 865 | 5,72 | 1 168 | 5,80 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 97 146 | 11,06 | 29 362 | 11,11 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 18 748 | 0,71 | 5 667 | 0,76 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 88 509 | 2,94 | 26 752 | 2,99 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 71 442 | 13,94 | 21 593 | 14,00 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1 151 | 0,00 | 348 | 0,29 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2 506 | 155,98 | 758 | 156,61 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 22 | 7 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 17 551 | 21,24 | 5 305 | 21,29 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 8 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 970 | −10,10 | 293 | −9,85 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 91 | 0,00 | 28 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 19 124 | 5 780 | ||||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 905 | −0,44 | 274 | −0,36 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 10 800 | −16,28 | 3 264 | −16,24 | |||
| 2026-05-06 | 13F | Main Street Group, LTD | 39 | 12 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 139 711 | 1,19 | 42 228 | 1,24 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1 251 | −27,06 | 378 | −27,03 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 117 712 | −2,67 | 35 579 | −2,63 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 1 885 | 1,73 | 570 | 1,79 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 654 | −12,45 | 198 | −12,44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 144 | −9,85 | 346 | −9,92 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 87 308 | −13,07 | 26 389 | −13,03 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 1 767 | −25,41 | 534 | −25,31 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 133 265 | 2,01 | 40 279 | 2,06 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 31 479 | −0,55 | 9 515 | −0,51 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 66 | 0,00 | 20 | 0,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 273 378 | −19,00 | 82 632 | −18,95 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1 854 | 0,71 | 560 | 0,72 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 734 | 0,00 | 222 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2 674 | 4,37 | 808 | 4,39 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 65 227 | 19,03 | 19 715 | 20,88 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2 113 | −0,70 | 638 | 0,79 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 19 | 6 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 3 419 | −2,70 | 1 033 | −2,64 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 4 479 | −3,47 | 1 354 | −3,43 | ||||
| 2026-04-16 | 13F | Security National Bank | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 1 071 | −1,20 | 324 | −1,22 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2 268 | −0,83 | 686 | −0,72 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9 607 | −6,55 | 2 904 | −6,51 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 1 101 | 0,09 | 333 | 0,00 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 2 407 | 0,00 | 728 | 0,00 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 722 | −0,28 | 218 | 0,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 134 | 40 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 75 038 | −36,64 | 22 680 | −36,61 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2 884 | 0,24 | 872 | 0,23 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 458 | 0,00 | 138 | 0,00 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1 598 | 1,52 | 483 | 1,68 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 11 304 | −3,69 | 3 417 | −3,67 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 54 | 16 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 1 535 | 0,00 | 464 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14 367 | −14,30 | 4 342 | −14,26 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2 119 | −39,77 | 640 | −38,81 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1 912 | 59,07 | 578 | 56,79 | ||||
| 2026-05-07 | 13F | Nordwand Advisors, LLC | 1 500 | 0,00 | 453 | 0,00 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 316 577 | 0,91 | 95 685 | 0,95 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 39 576 | −1,81 | 11 962 | −1,77 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 73 | 0,00 | 22 | 0,00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 4 197 | −0,87 | 1 269 | −0,86 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 5 072 | −1,55 | 1 533 | −1,48 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1 590 | 10,96 | 481 | 11,11 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 118 422 | 2,95 | 35 793 | 105 173,53 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4 593 | 6,49 | 1 388 | 6,52 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 58 988 | −0,60 | 17 829 | −0,56 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 23 679 | −0,71 | 7 | 0,00 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 2 200 | 0,14 | 655 | −1,36 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 200 | 0,00 | 60 | 0,00 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 2 097 | 0,00 | 634 | 0,00 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 2 222 | −14,08 | 672 | −14,08 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 11 | 3 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 144 537 | −2,19 | 43 686 | −2,15 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 1 600 | 0,00 | 484 | 0,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 14 656 | 14,52 | 4 430 | 14,56 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 1 747 | 0,98 | 588 | 7,30 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 10 132 | 1,40 | 3 062 | 1,46 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 15 238 | 5,72 | 4 606 | 5,76 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 1 710 | −26,07 | 517 | −26,07 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 661 433 | −1,04 | 199 918 | −0,99 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2 067 | −11,59 | 625 | −11,61 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2 752 | −57,18 | 832 | −57,43 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 5 570 | −0,11 | 1 684 | −0,06 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 18 | 0,00 | 5 | 0,00 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 899 | 0,11 | 272 | 0,00 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 1 957 | −8,81 | 656 | 1,08 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 35 049 | 3,70 | 10 594 | 3,75 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2 360 | −2,44 | 713 | −2,33 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 3 029 | 5,87 | 915 | 5,90 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 427 | 0,00 | 129 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 74 674 | −0,93 | 22 570 | −0,88 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 1 449 | 0,00 | 438 | 0,23 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 311 | 0,00 | 94 | 1,08 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 23 017 | −16,49 | 6 957 | −16,44 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 577 | 0,00 | 174 | 0,00 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 400 | 0,00 | 121 | 0,00 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 7 524 | −3,30 | 2 274 | −3,23 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 30 810 | −0,56 | 9 312 | −0,51 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 2 | 0,00 | 1 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 709 | 3,61 | 4 446 | 3,66 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 503 | 0,00 | 152 | 0,66 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2 163 | 167,70 | 654 | 167,62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 75 583 | 38,42 | 22 834 | 40,52 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 19 781 | 14,42 | 5 978 | 14,46 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 899 | 0,00 | 272 | 0,00 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 35 763 | 117,95 | 10 809 | 118,06 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 4 621 | 7,27 | 1 397 | 7,30 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 817 | 0,00 | 247 | 0,00 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 2 182 | 4,10 | 659 | 4,11 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 5 389 | −0,07 | 1 629 | −0,06 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 1 390 | 0,07 | 420 | 0,24 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 4 478 | 0,00 | 1 353 | 0,07 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 1 481 | −22,62 | 448 | −22,66 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 3 022 | 1,92 | 913 | 2,01 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5 855 | −15,14 | 1 770 | −15,12 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 162 | 49 | ||||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 136 | 0,00 | 41 | 0,00 | ||||
| 2026-04-13 | 13F | Trust Co | 4 203 | 1,06 | 1 270 | 1,11 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 2 277 | 10,64 | 688 | 10,79 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 539 | 10,91 | 163 | 10,96 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 932 | 0,00 | 282 | 0,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Entrust Financial Llc | 650 | 1,40 | 196 | 1,55 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 2 753 | −22,21 | 832 | 0,24 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 9 | 3 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2 320 | 1,93 | 701 | 2,04 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 11 655 | 3 523 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 51 625 | −3,16 | 16 | −6,25 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 15 445 | −0,13 | 4 668 | −0,09 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 50 | −97,52 | 15 | −97,53 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 710 | −18,76 | 214 | −18,63 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 3 | 1 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 862 | −27,13 | 260 | −27,17 | ||||
| 2026-04-24 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 1 152 | 0,44 | 348 | 0,58 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 1 394 | 0,00 | 421 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 2 500 | 56,25 | 756 | 56,31 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 7 000 | −38,05 | 2 116 | −38,03 | |||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 27 810 | −3,88 | 8 405 | −3,84 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 1 604 | 28,63 | 485 | 28,72 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Copia Wealth Management | 987 | 0,00 | 298 | 0,00 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 6 714 | −2,21 | 2 029 | −2,17 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 1 265 | −0,94 | 382 | −0,78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 671 | 0,00 | 203 | 0,00 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 12 130 | −3,27 | 3 666 | −3,22 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 33 972 | 1,73 | 10 268 | 1,77 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 3 125 | 0,22 | 945 | 0,32 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 5 227 | −4,83 | 1 580 | −4,82 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 1 387 | 419 | ||||||
| 2026-05-27 | 13F | Tenret Co LLC | 17 038 | 5,32 | 5 150 | 5,36 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 8 949 | 21,24 | 2 705 | 21,31 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 4 807 | −6,57 | 1 453 | −6,56 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 28 888 | 2,08 | 8 732 | 2,13 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1 585 | −0,63 | 479 | −0,42 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 4 353 | −42,75 | 1 316 | −42,73 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 317 | 256,18 | 96 | 265,38 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 24 898 | 19,63 | 7 525 | 19,69 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 2 257 | 0,00 | 682 | 0,15 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 781 | 0,00 | 236 | 0,43 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1 393 | −19,99 | 421 | −19,81 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 392 074 | −0,09 | 1 347 | −7,30 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 247 | 0,00 | 75 | 0,00 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 1 422 | 0,00 | 430 | 0,00 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 3 | 0,00 | 1 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 76 194 | −0,02 | 23 | 0,00 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 111 | 0,00 | 34 | 0,00 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 283 | 0,00 | 86 | 0,00 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1 351 | 408 | ||||||
| 2026-05-12 | 13F | Argentarii, LLC | 13 152 | 903,20 | 397 | 0,25 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 697 629 | 0,47 | 210 858 | 0,52 | ||||
| 2026-05-14 | 13F | Betterment LLC | 20 264 | 4,54 | 6 | 20,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 673 | 23,03 | 205 | 15,82 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 4 167 | 0,00 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1 091 | 0,00 | 330 | 0,00 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 820 | −1,91 | 248 | −1,98 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 720 | 0,00 | 218 | 0,00 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 14 | 0,00 | 4 | 0,00 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 5 244 | 13,68 | 1 722 | 23,55 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1 712 | 31,19 | 517 | 31,22 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Athena Investment Management | 1 450 | −8,81 | 438 | −8,75 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 1 510 | 0,00 | 456 | 0,00 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 1 816 | −0,77 | 549 | −0,72 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 19 292 | −2,72 | 5 831 | −2,69 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2 599 | −4,34 | 785 | −4,27 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1 091 | 0,00 | 330 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9 633 | 92,05 | 2 912 | 92,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 657 | 161,75 | 199 | 164,00 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 233 | 0,00 | 70 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17 774 | 1,72 | 5 372 | 1,76 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3 932 | 5,33 | 1 188 | 5,41 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 2 669 | 2,61 | 807 | 2,68 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 3 559 | 0,00 | 1 076 | 0,00 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 1 776 | −10,71 | 537 | −10,67 | ||||
| 2026-05-08 | 13F | NCP Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 40 | 0,00 | 12 | 0,00 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 217 | 0,00 | 66 | 0,00 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 11 622 | 11,09 | 4 | 200,00 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 24 422 | 486,79 | 7 382 | 487,19 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 1 954 | 2,09 | 591 | 2,08 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 1 319 | 4,60 | 399 | 4,74 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 41 | 0,00 | 12 | 0,00 |
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