Grundläggande statistik
| Institutionella ägare | 1205 total, 1202 long only, 0 short only, 3 long/short - change of 6,05% MRQ |
| Genomsnittlig portföljallokering | 0.3610 % - change of −3,32% MRQ |
| Institutionella aktier (lång) | 41 436 273 (ex 13D/G) - change of 1,00MM shares 2,47% MRQ |
| Institutionellt värde (lång) | $ 12 139 657 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Small-Cap Growth ETF (GB:0LOE) har 1205 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 41,436,273 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 14 377 | −1,01 | 4 343 | 0,49 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 43 281 | 1 038,97 | 13 076 | 1 057,08 | ||||
| 2026-01-14 | 13F | Bell Bank | 2 169 | 0,00 | 655 | 1,55 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 561 | 13 925,00 | 169 | 16 800,00 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 1 302 | 0,08 | 393 | 1,55 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 1 374 | 8,02 | 415 | 10,37 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 95 | 29 | ||||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 300 | −2,91 | 91 | −1,10 | ||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 1 308 | 3,32 | 395 | 4,77 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 544 | 0,18 | 164 | 1,86 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 815 | 246 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 261 | 79 | ||||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 748 | 226 | ||||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 1 321 | 0,00 | 399 | 1,53 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 14 211 | −0,25 | 4 293 | 1,27 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 200 | 0,00 | 60 | 1,69 | ||||
| 2026-01-29 | 13F | Wheelhouse Advisory Group LLC | 2 176 | 16,80 | 664 | 19,86 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 2 770 | 0,00 | 867 | 5,10 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 14 476 | 11,00 | 4 373 | 12,68 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 1 935 | −2,32 | 584 | −0,85 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 668 | 202 | ||||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1 972 | 0,00 | 596 | 1,54 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 2 608 | 9,30 | 788 | 11,00 | ||||
| 2026-01-21 | 13F | Country Trust Bank | 76 | 0,00 | 23 | 0,00 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 14 | 0,00 | 4 | 33,33 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 9 | 3 | ||||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 878 | 0,23 | 265 | 1,92 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 10 | 0,00 | 3 | 50,00 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 10 852 | −0,42 | 3 279 | 1,08 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 3 025 | −7,80 | ||||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-20 | 13F | NavPoint Financial, Inc. | 1 375 | 0,29 | 415 | 1,72 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 39 | 12 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 937 | 0,32 | 283 | 1,44 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 996 | 0,00 | 301 | 1,35 | ||||
| 2026-01-27 | 13F | Jeppson Wealth Management, Llc | 1 287 | 0,23 | 389 | 1,57 | ||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 1 135 | 31,98 | 343 | 33,59 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 4 367 | 4,98 | 1 319 | 6,54 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 1 600 | −38,46 | 483 | −37,52 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 11 300 | −9,60 | 3 414 | −8,25 | |||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 15 275 | 5,59 | 4 615 | 7,18 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 8 062 | 2 436 | ||||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 2 369 | −4,24 | 716 | −2,85 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 203 486 | −43,03 | 61 475 | −42,17 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 5 948 | −1,67 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 56 956 | 2,10 | 17 207 | 3,64 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 22 965 | 6 938 | ||||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 5 | −97,13 | 2 | −98,04 | ||||
| 2026-01-07 | 13F | Vigilare Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 111 | 13,27 | 34 | 13,79 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 1 253 | 0,32 | 390 | 3,45 | ||||
| 2026-01-27 | 13F | 55 North Private Wealth, LLC | 2 338 | 706 | ||||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 5 213 | 1 575 | ||||||
| 2026-01-27 | 13F | Old Second National Bank Of Aurora | 369 | 0,00 | 111 | 1,83 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 302 816 | 32,68 | 91 484 | 34,68 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 76 | 0,00 | 23 | 0,00 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 2 729 | −0,40 | 825 | 1,10 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 2 354 | 5,28 | 711 | 6,92 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 176 | 0,00 | 53 | 1,92 | ||||
| 2026-02-12 | 13F | Fuller & Thaler Asset Management, Inc. | 4 801 | 151,23 | 1 450 | 155,28 | ||||
| 2026-01-13 | 13F | Argentarii, LLC | 1 311 | 1,24 | 396 | 2,86 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 1 595 | −1,42 | 482 | 0,00 | ||||
| 2025-11-13 | 13F | Triton Wealth Management, PLLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 840 | 0,00 | 254 | 1,20 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 5 668 | −0,42 | 1 712 | 1,12 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 6 096 | −0,39 | 1 842 | 1,10 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 6 788 | −4,21 | 2 051 | −1,25 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 528 | 0,00 | 160 | 1,27 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 4 787 | 1 446 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 943 | −24,14 | 285 | −23,24 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 151 | 0,00 | 46 | 2,27 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 949 | 287 | ||||||
| 2026-02-09 | 13F | Hartline Investment Corp/ | 4 306 | 0,00 | 1 301 | 1,48 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 4 166 | −2,09 | 1 259 | −0,63 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 247 | 53,42 | 75 | 57,45 | ||||
| 2026-01-26 | 13F | DeLarme Wealth Management, Inc. | 11 737 | 3 546 | ||||||
| 2026-02-19 | 13F | Lexington Hill Partners, LLC | 766 | 231 | ||||||
| 2026-01-22 | 13F | Hager Investment Management Services, Llc | 11 | 3 | ||||||
| 2026-01-21 | 13F | First United Bank Trust/ | 3 535 | 3,67 | 1 068 | 5,23 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 2 027 | 2,68 | 612 | 4,26 | ||||
| 2025-10-06 | 13F | Peirce Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 2 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | United Bank | 4 291 | 0,00 | 1 296 | 1,49 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 118 439 | −60,03 | 35 782 | −59,43 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 62 700 | 18 942 | ||||||
| 2026-02-04 | 13F | Summit Investment Advisory Services, LLC | 793 | 0,25 | 239 | 1,70 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 778 | −11,39 | 235 | −9,96 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 12 992 | 0,40 | 3 925 | 1,92 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 9 028 | 1,45 | 2 728 | 2,98 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 19 074 | 6,23 | 5 762 | 7,84 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 313 730 | −0,70 | 94 781 | 0,80 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 138 062 | 1,30 | 41 710 | 2,83 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 1 710 | −4,58 | 517 | −3,19 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 5 589 | −1,78 | 1 689 | −0,30 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 1 164 | 0,09 | 352 | 1,45 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 17 138 | 0,29 | 5 178 | 1,79 | ||||
| 2026-01-26 | 13F | Sightline Wealth Advisors, LLC | 3 623 | 156,22 | 1 094 | 160,48 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 2 628 | −4,54 | 794 | −3,17 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 688 | 205 | ||||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 8 | 2 | ||||||
| 2026-01-29 | 13F | Dupree Financial Group, LLC | 682 | 0,00 | 206 | 1,48 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 100 771 | 0,14 | 30 444 | 1,65 | ||||
| 2026-01-27 | 13F | Cardinal Strategic Wealth Guidance | 119 | 0,00 | 36 | 0,00 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 62 700 | 7,95 | 18 942 | 9,57 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 15 774 | −2,43 | 4 765 | −0,96 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 9 073 | 0,00 | 2 741 | 1,52 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 18 708 | −3,57 | 5 652 | −2,13 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 1 125 | 1,35 | 340 | 2,73 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2 280 | −3,96 | 689 | −2,55 | ||||
| 2026-02-03 | 13F | Grove Street Fiduciary, LLC | 1 319 | 0,00 | 398 | 1,53 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 1 830 | 553 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 6 900 | −0,66 | 2 084 | 0,82 | ||||
| 2026-01-13 | 13F | IFG Advisors, LLC | 2 817 | 0,04 | 851 | 1,55 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 388 | 0,00 | 117 | 1,74 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1 649 | −5,45 | 498 | −4,05 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 19 499 | 34,75 | 5 891 | 36,79 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 147 780 | 4,59 | 44 646 | 6,17 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 16 764 | −3,72 | 5 065 | −2,26 | ||||
| 2026-02-12 | 13F | Valley Forge Investment Consultants Inc Adv | 2 949 | 0,14 | 891 | 1,60 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 14 413 | −0,24 | 4 354 | 1,28 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 99 | 0,00 | 30 | 0,00 | ||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 2 | 1 | ||||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 7 420 | 2 242 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 7 424 | −24,15 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Perfromance Wealth Partners, LLC | 35 244 | −5,16 | 10 648 | −3,73 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 671 | 203 | ||||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 1 200 | −18,20 | 363 | −16,97 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 22 692 | −0,04 | 6 855 | 1,48 | ||||
| 2026-01-26 | 13F | Diversified Management Inc | 2 459 | 743 | ||||||
| 2026-02-17 | 13F | AIMZ Investment Advisors, LLC | 1 405 | 424 | ||||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 792 | 239 | ||||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 486 | 147 | ||||||
| 2026-01-08 | 13F | Stephens Group Asset Management, Llc | 117 855 | 0,81 | 35 605 | 2,33 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 672 | 203 | ||||||
| 2026-01-05 | 13F | Holos Integrated Wealth LLC | 711 | 0,00 | 218 | 4,31 | ||||
| 2026-02-12 | 13F | Index Technologies Group LLC | 716 | 216 | ||||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 62 | 0,00 | 19 | 5,56 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 4 334 | 29,64 | 1 309 | 31,69 | ||||
| 2026-02-13 | 13F | Creekside Partners | 7 310 | 0,21 | 2 209 | 1,70 | ||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 18 515 | 0,40 | 5 594 | 1,91 | ||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 465 | −2,98 | 443 | −1,56 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 4 300 | −0,05 | 1 299 | 1,41 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-01-13 | 13F | LongView Wealth Management | 1 558 | 3,32 | 501 | 11,83 | ||||
| 2026-02-05 | 13F | Sage Financial Management Group, Inc. | 877 | 0,00 | 265 | 1,15 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 577 | 0,00 | 174 | 1,75 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 1 091 | 0,00 | 330 | 1,23 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 145 | 0,00 | 44 | 0,00 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 1 290 | 390 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 7 359 | 35,18 | 2 223 | 37,22 | ||||
| 2026-01-15 | 13F | Infinity Wealth Counsel, LLC | 9 992 | 1,99 | 3 019 | 3,53 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 673 | 0,00 | 203 | 1,50 | ||||
| 2026-02-05 | 13F | Cdm Financial Counseling Services, Inc. | 1 003 | 304 | ||||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 2 400 | 60,00 | 725 | 62,56 | |||
| 2026-02-12 | 13F | ROSS\JOHNSON & Associates LLC | 19 | 0,00 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 113 822 | −3,03 | 34 387 | −1,57 | ||||
| 2026-01-15 | 13F | Wright Fund Managment, LLC | 53 228 | −0,24 | 16 081 | 1,27 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 829 | 0,00 | 250 | 1,63 | ||||
| 2026-01-14 | 13F | Mechanics Bank Trust Department | 40 282 | 5,65 | 12 170 | 7,24 | ||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 3 702 | 2,15 | 1 125 | 3,59 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 80 | 0,00 | 24 | 4,35 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 166 486 | 1,26 | 50 297 | 2,79 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 62 | −1,59 | 19 | 0,00 | ||||
| 2026-02-12 | 13F | RKL Wealth Management LLC | 1 803 | −0,93 | 545 | 0,55 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 10 600 | −2,82 | 3 202 | −1,36 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 755 | 7,40 | 228 | 9,09 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1 023 103 | 14,41 | 309 100 | 16,14 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 4 156 | −0,36 | 1 256 | 1,13 | ||||
| 2025-11-14 | 13F | Williams Jones Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 20 | 0,00 | 6 | 20,00 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 12 867 | 309,13 | 3 604 | 284,53 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 1 363 | 412 | ||||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 7 764 | 2 346 | ||||||
| 2026-01-28 | 13F | Glassman Wealth Services | 3 015 | 0,00 | 911 | 1,45 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 1 827 | 3,51 | 552 | 5,14 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 8 848 | 3,42 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 6 427 | −21,16 | 1 952 | −19,60 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 30 519 | −6,06 | 9 220 | −4,64 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 7 771 | −2,51 | 2 348 | −1,05 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 672 | 203 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 3 524 | −1,15 | 1 065 | 0,28 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 230 | 20,42 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 75 373 | 5,86 | 22 771 | 7,45 | ||||
| 2026-01-22 | 13F | City Holding Co | 4 199 | 0,00 | 1 268 | 1,52 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 45 | 14 | ||||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 2 137 | 5,37 | 646 | 6,97 | ||||
| 2025-10-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 1 086 | 0,00 | 328 | 1,55 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 21 018 | 33,81 | 6 350 | 35,84 | ||||
| 2026-01-16 | 13F | Bay Capital Advisors, LLC | 3 231 | −5,05 | 976 | −3,56 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 3 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 3 326 | 1 005 | ||||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 774 | 0,00 | 234 | 1,30 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 663 | 200 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 6 464 | −0,78 | 1 953 | 0,72 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 2 560 | 0,00 | 773 | 1,58 | ||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 248 956 | 2,30 | 75 212 | 3,84 | ||||
| 2026-02-03 | 13F | SFG Wealth Management, LLC. | 1 841 | 0,00 | 556 | 1,65 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 7 053 | −1,48 | 2 131 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8 359 | 7,41 | 2 525 | 9,02 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 130 633 | −3,53 | 39 466 | −2,08 | ||||
| 2026-02-05 | 13F | Everstar Asset Management, LLC | 2 113 | 0,00 | 638 | 1,59 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 34 074 | −9,22 | 10 294 | −7,85 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 91 | 0,00 | 27 | 0,00 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4 640 | 3,73 | 1 402 | 5,26 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 406 | −8,97 | 123 | −7,58 | ||||
| 2025-10-06 | 13F | Von Berge Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 8 052 | 2 432 | ||||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 4 667 | 2,64 | 1 410 | 2,55 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 6 828 | 0,00 | 2 063 | 1,48 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 7 062 | 19,94 | 2 133 | 21,75 | ||||
| 2025-10-16 | 13F | Burney Co/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2 276 | 23,70 | 688 | 25,59 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 19 533 | 21,03 | 5 901 | 22,86 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 4 246 | 11,59 | 1 283 | 13,25 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 255 | 0,00 | 77 | 2,67 | ||||
| 2026-01-27 | 13F | Round Rock Advisors, LLC | 3 621 | 0,00 | 1 094 | 1,58 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 800 | −81,40 | 242 | −81,16 | |||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 9 906 | −0,26 | 2 993 | 1,22 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 25 700 | 26,60 | 7 764 | 28,52 | |||
| 2026-01-09 | 13F | Diversified Trust Co | 4 060 | 0,00 | 1 227 | 1,49 | ||||
| 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 | |||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 1 068 | 12,18 | 323 | 13,78 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 2 586 | −22,51 | 781 | −21,35 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4 979 | −87,64 | 1 504 | −87,46 | ||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 902 | −30,24 | 272 | −29,17 | ||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 757 | 229 | ||||||
| 2026-01-21 | 13F | Capital Management Associates, Inc | 31 850 | 24,61 | 9 622 | 26,49 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 212 659 | −5,59 | 64 246 | 95 789,55 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 4 227 | 1,56 | 1 277 | 3,07 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 342 | −12,76 | 103 | −11,21 | ||||
| 2026-02-06 | 13F | Taylor Financial Group, Inc. | 1 950 | 0,00 | 589 | 1,55 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 12 900 | 69,74 | 3 897 | 72,36 | |||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 16 409 | 0,95 | 4 957 | 2,48 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 25 532 | 12,07 | 7 599 | 20,43 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 41 | 485,71 | 10 | 800,00 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 22 | −37,14 | 7 | −40,00 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 1 445 | 57,58 | 437 | 60,29 | ||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 1 353 | 0,22 | 409 | 1,49 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 2 986 | −2,99 | 902 | −1,53 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 37 | 0,00 | 11 | 0,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1 564 878 | 0,92 | 472 765 | 2,44 | ||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 1 183 | 357 | ||||||
| 2026-02-09 | 13F | Strategic Equity Management | 934 | 282 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 371 897 | 4,33 | 112 354 | 5,91 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2 710 | −1,63 | 819 | −0,24 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 12 334 | 5,51 | 3 726 | 7,10 | ||||
| 2026-01-16 | 13F | Piscataqua Savings Bank | 400 | 0,00 | 121 | 0,84 | ||||
| 2026-01-09 | 13F | Aurelius Family Office LLC | 10 191 | 7,50 | 3 175 | 12,51 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 7 013 | 0,04 | 2 228 | 5,14 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 1 130 | 341 | ||||||
| 2026-02-10 | 13F | SFI Advisors, LLC | 1 382 | 7,55 | 418 | 9,16 | ||||
| 2026-01-13 | 13F | Compton Wealth Advisory Group, LLC | 5 378 | 0,00 | 1 625 | 1,50 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 1 595 | −3,63 | 482 | −2,24 | ||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 948 | 0,11 | 286 | 1,78 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 842 | 0,00 | 254 | 1,60 | ||||
| 2026-02-05 | 13F | Kropog Financial Group, LLC | 865 | 0,00 | 261 | 1,56 | ||||
| 2026-01-28 | 13F | WP Advisors, LLC | 28 934 | −21,45 | 8 741 | −20,27 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 462 | 0,00 | 140 | 1,46 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 29 | 0,00 | 9 | 0,00 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 5 538 | 17,33 | 1 673 | 19,16 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 333 | −44,87 | 101 | −44,13 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 361 | 43,82 | 109 | 45,95 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 18 | −90,77 | 5 | −91,38 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 2 000 | 604 | ||||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 4 623 | 1 397 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 1 531 | 6,47 | 463 | 7,94 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 24 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 135 587 | −1,49 | 40 962 | 0,00 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 4 755 | 10,22 | 1 531 | 19,25 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 5 545 | −2,91 | 1 675 | −1,41 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 5 954 | 100,00 | 1 799 | 102,93 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 148 743 | −2,15 | 44 937 | −0,68 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 130 | 39 | ||||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 18 615 | 0,22 | 5 624 | 1,74 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 7 884 | 0,86 | 2 382 | 2,36 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 2 257 | 0,00 | 682 | 1,49 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 1 041 | 15,80 | 315 | 17,60 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 69 259 | −6,21 | 20 924 | −4,80 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 2 097 | 634 | ||||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 1 896 | 0,26 | 573 | 1,60 | ||||
| 2026-02-11 | 13F | Invst, LLC | 1 574 | −10,42 | 476 | −9,00 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1 151 | −1,71 | 348 | −0,29 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 81 868 | −10,99 | 24 733 | −9,64 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 1 226 | 0,00 | 370 | 1,37 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 836 | 253 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 973 | 1 927,08 | 294 | 1 992,86 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 1 908 | −0,16 | 576 | 1,41 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 2 027 | 2,37 | 612 | 3,90 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 1 104 | −1,95 | 334 | −0,60 | ||||
| 2026-02-13 | 13F | Commerce Bank | 19 516 | 2,50 | 5 896 | 4,04 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 8 | 2 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 10 760 | 54,04 | 3 251 | 56,40 | ||||
| 2026-01-20 | 13F | Madison Park Capital Advisors, LLC | 779 | 0,26 | 235 | 1,73 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 24 995 | 14,99 | 7 551 | 16,73 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 14 | 4 | ||||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 28 300 | −1,07 | 8 550 | 0,42 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 230 | 0,00 | 69 | 1,47 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 3 724 | −1,43 | 1 125 | 0,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 49 056 | 4,35 | 14 820 | 5,93 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 1 726 | −2,98 | 521 | −1,51 | ||||
| 2026-02-04 | 13F | Shoker Investment Counsel, Inc. | 3 056 | 0,07 | 924 | 1,65 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 47 920 | 22,78 | 14 477 | 24,64 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 1 909 | 44,08 | 582 | 47,34 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 2 485 | 7,25 | 751 | 8,85 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Athena Investment Management | 1 590 | −16,97 | 480 | −15,64 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 4 815 | 0,00 | 1 437 | 8,05 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 233 | 0,00 | 70 | 1,45 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 9 451 | 0,97 | 2 855 | 2,51 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 791 | 239 | ||||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 2 765 | −2,12 | 835 | −0,71 | ||||
| 2026-02-13 | 13F | APCM Wealth Management for Individuals | 684 | −0,87 | 207 | 0,49 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 979 | 296 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 10 943 | 66,11 | 3 306 | 68,62 | ||||
| 2026-02-13 | 13F | Vestwell Advisors, LLC | 2 148 | 6,18 | ||||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 144 | −26,90 | 43 | −22,22 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 3 223 | 0,47 | 974 | 1,99 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 2 435 | 9,78 | 736 | 11,36 | ||||
| 2026-01-22 | 13F | Mechanics Financial Corp | 215 | 0,00 | 65 | 1,59 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 52 959 | 2,93 | 16 009 | 4,49 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 108 | 0,00 | 33 | 0,00 | ||||
| 2026-02-13 | 13F | Axim Planning & Wealth | 944 | −2,38 | 285 | −0,70 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 29 | 9 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 7 595 | 3,11 | 2 295 | 4,65 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 2 640 | 0,00 | 798 | 1,53 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 5 393 | 0,00 | 1 629 | 1,50 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 1 386 | 0,00 | 419 | 1,21 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 15 465 | −1,85 | 4 672 | −0,38 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 23 046 | 10,36 | 6 962 | 12,04 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 24 229 | −4,14 | 7 320 | −2,70 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 30 261 | −11,21 | 9 142 | −9,86 | ||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 56 656 | 3,32 | 17 116 | 4,88 | ||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 40 | 0,00 | 12 | 9,09 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 764 | 0,13 | 231 | 1,32 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 2 562 | −12,02 | 774 | −10,62 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 299 | 90 | ||||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 5 829 | −7,11 | 1 735 | −0,17 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 22 239 | −8,51 | 6 719 | −7,13 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 718 | 6,69 | 217 | 8,00 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 251 | 76 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 783 | 0,26 | 237 | 1,72 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 7 028 | 2 123 | ||||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2 546 | −14,45 | 769 | −13,11 | ||||
| 2026-01-15 | 13F | ERn Financial, LLC | 3 410 | 0,03 | 1 030 | 1,58 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 311 | 0,00 | 94 | 1,09 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 4 478 | 7,64 | 1 353 | 9,21 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 29 167 | 11,26 | 8 812 | 12,93 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 849 | 256 | ||||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 251 | 0,00 | 76 | 1,35 | ||||
| 2026-01-29 | 13F | UBS Group AG | 726 877 | −5,41 | 219 597 | −3,98 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 408 | 946,15 | 123 | 1 018,18 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 41 838 | 1,16 | 12 640 | 2,68 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 1 147 | 3,61 | 347 | 5,17 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 581 | −10,34 | 0 | |||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 64 663 | 0,49 | 19 535 | 2,01 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 404 | −4,72 | 120 | 2,56 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 1 257 | −2,33 | 374 | 5,06 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 3 292 | −54,00 | 995 | −53,33 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 1 202 | 71,71 | 369 | 76,92 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 740 | 0,00 | 224 | 1,36 | ||||
| 2026-02-10 | 13F | Mycio Wealth Partners, Llc | 1 100 | 0,27 | 332 | 1,84 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 1 165 | 4,67 | 352 | 6,04 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 808 | 0,00 | 244 | 1,67 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 96 | 0,00 | 29 | 3,57 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 53 307 | −0,07 | 16 | 6,67 | ||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 5 878 | −0,69 | 1 776 | 0,80 | ||||
| 2026-01-13 | 13F | Waller Financial Planning Group, Inc | 2 067 | −3,64 | 624 | −2,19 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 1 429 | −0,97 | 432 | 0,47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23 257 | 448,51 | 7 026 | 457,18 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 1 895 | 47,13 | 572 | 49,35 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 5 681 | −0,98 | 1 716 | 0,53 | ||||
| 2026-02-06 | 13F | Cornerstone Management, Inc. | 29 691 | −2,38 | 8 970 | −0,92 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 180 387 | −0,99 | 54 516 | 0,51 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 12 359 | −2,71 | 3 734 | 6,14 | ||||
| 2026-01-08 | 13F | Regent Peak Wealth Advisors LLC | 1 295 | −2,26 | 391 | −0,76 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 1 105 | 3,27 | 334 | 4,72 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 20 | 6 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 375 | −16,67 | 113 | −15,04 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 25 923 | −32,19 | 7 832 | −31,17 | ||||
| 2026-01-14 | 13F | Eastern Bank | 200 | 62,60 | 60 | 66,67 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 1 971 | 0,00 | 595 | 1,54 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 3 315 | −0,96 | 1 002 | 0,50 | ||||
| 2026-01-23 | 13F | Stanich Group LLC | 4 449 | −5,34 | 1 346 | −3,79 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 73 | 22 | ||||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 913 | −17,30 | 276 | −16,16 | ||||
| 2026-01-22 | 13F | Elm3 Financial Group, LLC | 2 861 | 864 | ||||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 680 | −19,91 | 205 | −18,65 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 3 782 | 0,21 | 1 143 | 1,69 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 10 524 | −3,68 | 3 179 | −2,21 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 4 013 | −2,36 | 1 212 | −0,90 | ||||
| 2025-10-28 | 13F | MAS Advisors LLC | 1 210 | −2,34 | 360 | 4,96 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 375 | 0,00 | 113 | 1,80 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 1 617 | −42,82 | 489 | −41,97 | ||||
| 2026-01-26 | 13F | Jacobsen Capital Management | 40 306 | −0,27 | 12 177 | 1,23 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 1 099 | 0,00 | 332 | 1,53 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-09 | 13F | Friday Financial | 4 260 | 46,95 | 1 287 | 49,19 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 283 | 0,00 | 85 | 1,19 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 1 467 | −1,01 | 443 | 0,45 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 5 | 2 | ||||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 12 073 | −8,96 | 3 647 | −7,58 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 4 829 | 2,18 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 5 436 | −2,05 | 1 642 | −0,55 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6 188 | 5,63 | 1 847 | 13,53 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 1 301 | 46,34 | 393 | 48,86 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 705 | −18,87 | 213 | −17,83 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 2 601 | 12,35 | 786 | 13,77 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 3 247 | −4,56 | 981 | −3,16 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 27 562 | 51,02 | 8 327 | 53,31 | ||||
| 2026-02-03 | 13F | BHK Investment Advisors, LLC | 91 558 | 9,75 | 27 661 | 11,41 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 54 799 | 16 309 | ||||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4 329 | −93,67 | 1 308 | −93,58 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 23 848 | 7 | ||||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 3 296 | 16,96 | 996 | 17,33 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 1 127 | 341 | ||||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 66 | 0,00 | 20 | 0,00 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 874 | 1,86 | 264 | 3,14 | ||||
| 2026-02-09 | 13F | Waystone Advisors Llc | 3 472 | 1 049 | ||||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 1 123 | −6,57 | 359 | −1,10 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 898 | 271 | ||||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 790 | 0,89 | 239 | 2,15 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 12 218 | 1,08 | 3 691 | 2,44 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 15 883 | 0,00 | 4 798 | 1,50 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 19 407 | 2,36 | 5 863 | 3,92 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 21 461 | 4,72 | 6 484 | 6,30 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 19 131 | 51,71 | 5 780 | 53,98 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 176 | −2,22 | 53 | 0,00 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 2 066 | 0,00 | 624 | 1,63 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 3 430 | 27,18 | 1 036 | 29,18 | ||||
| 2025-11-06 | 13F | Blume Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 1 335 | −2,41 | 403 | −0,98 | ||||
| 2026-01-08 | 13F | Gladwyn Financial Advisors, Inc. | 35 564 | 0,46 | 10 744 | 1,98 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6 683 | −1,20 | 2 019 | 0,25 | ||||
| 2026-01-15 | 13F | Jamison Private Wealth Management, Inc. | 1 507 | 7,80 | 455 | 9,64 | ||||
| 2025-10-08 | 13F | Old Point Trust & Financial Services N A | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-27 | 13F | Keystone Financial Services, LLC | 2 659 | 0,72 | 803 | 2,29 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 1 535 | −1,16 | 464 | 0,22 | ||||
| 2026-01-23 | 13F | Curbstone Financial Management Corp | 12 540 | −0,63 | 3 788 | 0,88 | ||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 34 632 | 1,22 | 11 208 | 10,06 | ||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 1 751 | −0,34 | 529 | 1,15 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 804 | −19,92 | 243 | −18,79 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Put | 18 100 | −49,30 | 5 387 | −45,52 | |||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 1 841 | 0,00 | 556 | 1,65 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 2 165 | 70,47 | 654 | 73,02 | ||||
| 2025-10-20 | 13F | Miracle Mile Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Call | 2 200 | −90,27 | 655 | −89,55 | |||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 2 190 | −6,65 | 662 | −5,30 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 669 | −5,77 | 202 | −4,27 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 1 920 | −11,07 | 580 | −9,66 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 6 506 | 3,73 | 1 966 | 5,31 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 3 855 | 1 165 | ||||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 935 | −2,40 | 282 | −1,05 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 205 | 0,00 | 62 | 0,00 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 13 456 | −1,75 | 4 065 | −0,27 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 919 | 24,19 | 296 | 34,55 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 270 | 3,45 | 0 | |||||
| 2026-01-27 | 13F | Regions Financial Corp | 755 | 6,04 | 228 | 8,06 | ||||
| 2026-02-09 | 13F | Solutions 4 Wealth, Ltd | 2 058 | −13,38 | 622 | −12,16 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 20 147 | 3,80 | 6 087 | 5,37 | ||||
| 2026-01-21 | 13F | Ccg Wealth Management, Llc | 2 142 | 0,00 | 647 | 1,57 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 783 | 0,00 | 0 | |||||
| 2026-01-08 | 13F | Agate Pass Investment Management, LLC | 1 523 | 21,74 | 460 | 23,66 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 1 323 | −12,62 | 400 | −11,33 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 34 | 0,00 | 10 | 0,00 | ||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 5 576 | −2,16 | 1 685 | −0,71 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 1 362 | 0,29 | 411 | 1,73 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 11 326 | −1,84 | 3 422 | −0,35 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 2 013 | 608 | ||||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 1 254 | 5,64 | 379 | 7,08 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 502 | 0,00 | 152 | 1,34 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 2 479 | 37,95 | 749 | 40,26 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 349 | 0,00 | 105 | 1,94 | ||||
| 2025-10-24 | 13F | rebel Financial LLC | 0 | −100,00 | 2 889 | 2,63 | ||||
| 2026-01-07 | 13F | Noble Family Wealth, LLC | 8 988 | −1,37 | 2 715 | 0,11 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 1 263 | 14,09 | 382 | 15,81 | ||||
| 2026-02-13 | 13F | Granville Capital, Inc. | 24 063 | 7 270 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 63 983 | 13,34 | 19 330 | 15,05 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 30 650 | 7,82 | 9 260 | 9,29 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1 882 603 | −2,54 | 568 754 | −1,07 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 77 204 | 4,25 | 23 324 | 5,82 | ||||
| 2026-01-13 | 13F | Presilium Private Wealth, Llc | 52 374 | 2,92 | 15 823 | 4,48 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 8 259 | 1,16 | 2 495 | 2,72 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 10 280 | −11,61 | 3 106 | −10,29 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 156 | 0,00 | 47 | 2,17 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 37 839 | 79,54 | 11 432 | 115,44 | ||||
| 2026-01-08 | 13F | Kure Advisory, LLC | 4 033 | 9,30 | 1 218 | 10,93 | ||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 1 730 | −5,05 | 523 | −3,69 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 6 156 | −0,44 | 1 860 | 1,03 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 115 034 | 121,71 | 35 | 126,67 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 2 197 | 664 | ||||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 4 780 | 2,73 | 1 444 | 4,34 | ||||
| 2026-02-09 | 13F | Arrow Investment Advisors, LLC | 2 257 | 682 | ||||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 1 035 | 313 | ||||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 1 673 | −0,36 | 505 | 1,20 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 2 419 | 0,37 | 731 | 1,81 | ||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 747 | −7,78 | 226 | −6,64 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 489 | 148 | ||||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 4 009 | 0,12 | 1 211 | 1,68 | ||||
| 2026-02-14 | 13F | American Trust | 3 948 | 6,93 | 1 193 | 8,56 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 2 249 | 0,04 | 1 | |||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 3 684 | −2,26 | 1 113 | −0,71 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 430 614 | −8,14 | 130 094 | −6,75 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 6 686 | 0,00 | 2 053 | 1,89 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 15 374 | −3,55 | 4 645 | −2,11 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 1 247 | −1,34 | 377 | 0,00 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 371 | 0,00 | 112 | 1,82 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 833 | −0,24 | 252 | 1,21 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 770 | 233 | ||||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 16 250 | −20,06 | 4 909 | −18,85 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 5 040 | −12,27 | 1 523 | −11,10 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 345 | 0,00 | 104 | 1,96 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 515 020 | 14,19 | 155 593 | 15,91 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 2 322 | −3,89 | 701 | −2,50 | ||||
| 2026-01-21 | 13F | Sunburst Financial Group, LLC | 3 908 | 0,05 | 1 181 | 1,55 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 24 | 0,00 | 7 | 0,00 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 2 376 | −4,77 | 718 | −3,37 | ||||
| 2026-01-09 | 13F | Lwm Advisors Inc | 942 | 0,00 | 285 | 1,43 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 8 879 | −8,25 | 2 682 | −6,87 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 21 902 | 6,61 | 6 614 | 8,18 | ||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 23 998 | −1,03 | 7 250 | 0,46 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 16 | 5 | ||||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 5 718 | 3,03 | 1 727 | 4,60 | ||||
| 2026-01-05 | 13F | Trust Co of the South | 28 063 | 2,79 | 8 478 | 4,34 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 2 877 | −5,92 | 869 | −4,51 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 1 242 | −0,32 | 375 | 1,35 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 752 | 0,00 | 227 | 1,79 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 731 | −40,91 | 221 | −40,22 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 1 269 | −1,40 | 383 | 0,00 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 1 858 | −0,80 | 561 | 0,72 | ||||
| 2026-02-12 | 13F | Atlantic Family Wealth, Llc | 4 308 | 1,80 | 1 302 | 3,34 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 2 710 | 1,80 | 881 | 9,18 | ||||
| 2026-01-21 | 13F | Five Pine Wealth Management | 724 | −0,28 | 219 | 1,40 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2 113 | −0,70 | 638 | 0,79 | ||||
| 2026-02-12 | 13F | McMillan Office, Inc. | 4 324 | 1 306 | ||||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 38 | −22,45 | 11 | −21,43 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 21 389 | −5,25 | 6 526 | −2,87 | ||||
| 2026-02-17 | 13F | Pw Advisors, Llc \ Fl | 826 | 250 | ||||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 812 | 245 | ||||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 1 408 | 13,37 | 445 | 20,60 | ||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 715 | 0,00 | 216 | 1,89 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 14 748 | 461,40 | 4 456 | 470,42 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 989 | −53,39 | 0 | |||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 1 072 | 0,00 | 324 | 1,25 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 85 981 | 14,06 | 25 976 | 15,78 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Align Financial, LLC | 288 817 | 289 | ||||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 1 741 | −3,60 | 526 | −2,23 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 10 373 | −0,06 | 3 134 | 1,46 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 1 277 | 386 | ||||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 1 261 | −37,61 | 381 | −36,77 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 7 | 0 | ||||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 947 | −84,56 | 0 | −100,00 | ||||
| 2026-01-06 | 13F | WealthCare Investment Partners, LLC | 3 317 | −0,81 | 1 018 | 2,00 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 45 947 | 0,08 | 13 881 | 1,60 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 54 | 0,00 | 16 | 0,00 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-04 | 13F | Wallace Hart LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 2 092 | −0,05 | 632 | 1,61 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 10 967 | −1,04 | 3 313 | 0,45 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 2 086 | −11,72 | 1 | |||||
| 2026-02-06 | 13F | Copia Wealth Management | 987 | −28,17 | 298 | −26,96 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 1 394 | 0,00 | 421 | 1,69 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 4 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | River's Edge Wealth Management, Llc | 3 805 | 1 199 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 297 650 | 7,34 | 89 923 | 8,96 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2 119 | −39,77 | 640 | −38,81 | ||||
| 2025-11-18 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | West Bancorporation Inc | 1 311 | −1,28 | 396 | 0,25 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 44 380 | 13 408 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 4 597 | 12,70 | 1 389 | 14,43 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 447 | −3,46 | 135 | −1,46 | ||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 826 | 262 | ||||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 400 | 0,00 | 121 | 0,84 | ||||
| 2026-02-10 | 13F | Horizon Bancorp Inc /in/ | 313 | −15,63 | 0 | |||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 2 276 | 14,78 | 688 | 15,66 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 19 000 | 92,33 | 5 740 | 95,24 | ||||
| 2026-01-30 | 13F | Seek First Inc. | 14 373 | 1,12 | 4 342 | 2,65 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 5 259 | −0,74 | 1 589 | 0,76 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 2 951 | −0,47 | 892 | 1,02 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 304 | 84,24 | 0 | |||||
| 2026-02-12 | 13F | Laffer Investments | 667 | 202 | ||||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 6 112 | −6,29 | 1 848 | −4,84 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1 692 | 85,12 | 511 | 102,78 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 1 795 | 0,06 | 542 | 1,69 | ||||
| 2025-10-14 | 13F | HBK Sorce Advisory LLC | 952 | 291 | ||||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 2 708 | 0,00 | 818 | 1,61 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 4 477 | 1 | ||||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 2 702 | 1,20 | 816 | 10,42 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 127 | −11,81 | 38 | −9,52 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 18 823 | −32,61 | 5 687 | −31,60 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 10 176 | −0,26 | 2 820 | −7,15 | ||||
| 2026-02-02 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 30 498 | 0,73 | 9 | 0,00 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 857 | 0,00 | 276 | 7,84 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 1 444 | 0,00 | 436 | 1,63 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 3 076 | −0,77 | 929 | 0,76 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 12 839 | 0,46 | 4 | 0,00 | ||||
| 2026-01-23 | 13F | Meridian Financial, LLC | 5 492 | −3,51 | 1 659 | −2,01 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 33 | 10 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 257 656 | −27,95 | 77 925 | −26,42 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 1 130 | 1,80 | 341 | 3,33 | ||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Matisse Capital | 9 554 | 0,00 | 2 886 | 1,51 | ||||
| 2026-02-06 | 13F | Prospect Financial Services LLC | 996 | 0,00 | 301 | 1,35 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 870 | −2,25 | 264 | 7,32 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 6 332 | −3,22 | 1 913 | −1,80 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 9 529 | 0,96 | 2 879 | 2,49 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 133 093 | −0,16 | 40 179 | 1,34 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 3 633 | 5,43 | 1 098 | 7,02 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 3 877 | 0,44 | 1 171 | 9,64 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 1 336 | −1,26 | 404 | 0,25 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 10 | 0,00 | 3 | 50,00 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 24 799 | 1,17 | 7 492 | 1,39 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 55 | 10,00 | 17 | 14,29 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 182 | 0,00 | 55 | 0,00 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 26 984 | 2,95 | 8 152 | 4,50 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 52 978 | 0,84 | 16 005 | 2,36 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 366 | 0,83 | 111 | 2,80 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 3 559 | −4,97 | 1 075 | −3,50 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 75 583 | 38,42 | 22 834 | 40,52 | ||||
| 2025-11-10 | 13F | Atlantic Trust, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 20 813 | 2,47 | 6 288 | 4,00 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 2 287 | −5,10 | 691 | −3,77 | ||||
| 2026-02-03 | 13F | Bokf, Na | 6 216 | −6,99 | 1 878 | −5,58 | ||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 3 030 | −3,60 | 939 | 0,32 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 907 | 62,25 | 274 | 65,06 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 1 838 | −6,51 | 555 | −5,13 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 7 603 | −0,39 | 2 297 | −0,73 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 7 069 | −0,17 | 2 136 | 1,33 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 885 | −4,53 | 267 | −2,91 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 337 484 | −0,78 | 101 957 | 0,72 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 930 | 0,00 | 281 | 1,45 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-02-02 | 13F | Verus Financial Partners, Inc. | 1 217 | 0,00 | 392 | 8,01 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 4 342 | 1 312 | ||||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 25 | 0,00 | 8 | 0,00 | ||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 1 914 | −0,47 | 578 | 1,05 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 5 142 | 11,13 | 1 553 | 12,78 | ||||
| 2026-01-23 | 13F | Tower View Investment Management & Research LLC | 9 803 | −10,48 | 2 961 | −9,14 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 3 514 | 0,29 | 1 062 | 1,82 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 8 508 | 21,32 | 2 570 | 23,14 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2 435 | 8,41 | 736 | 10,03 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 1 748 | −6,57 | 1 | |||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 136 | 0,00 | 41 | 10,81 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 31 610 | −0,58 | 9 550 | 0,92 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 8 214 | 7,02 | 2 482 | 8,63 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 109 694 | −4,22 | 33 140 | −2,78 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 849 | 256 | ||||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 4 780 | 2,73 | 1 444 | 4,34 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 7 783 | −3,81 | 2 351 | −2,33 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 41 | 0,00 | 12 | 0,00 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 1 985 | 0,10 | 591 | 7,47 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 45 | 0,00 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 2 400 | 18,11 | 725 | 20,03 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 4 020 | 0,40 | 1 234 | 3,61 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 22 821 | 1,97 | 6 894 | 3,51 | ||||
| 2025-11-25 | 13F | Alexander Labrunerie & Co., Inc. | 1 046 | 7,61 | 311 | 15,61 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 758 | 0,13 | 229 | 1,33 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 45 | 50,00 | 14 | 62,50 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 4 896 | 0,00 | 1 577 | 6,48 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 40 640 | −0,30 | 12 278 | 1,20 | ||||
| 2026-02-13 | 13F | Winter & Associates, Inc. | 666 | 201 | ||||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 173 | 0,00 | 52 | 1,96 | ||||
| 2026-02-06 | 13F | Blackston Financial Advisory Group, LLC | 755 | 9,26 | 228 | 11,22 | ||||
| 2026-02-04 | 13F | Northeast Investment Management | 2 061 | 0,00 | 623 | 1,47 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 1 035 | 0,58 | 313 | 1,96 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 4 683 | 4,23 | 1 415 | 5,76 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 5 706 | −4,68 | 1 724 | −3,26 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 27 825 | 16 561,68 | 8 412 | 5,41 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 14 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-12 | 13F | Granite Investment Partners, LLC | 823 | 249 | ||||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 3 | 0,00 | 1 | |||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 9 924 | 1,17 | 2 998 | 2,71 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 413 813 | 3,20 | 125 010 | 4,75 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 1 488 | −4,06 | 450 | −2,60 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 17 853 | 1,40 | 5 394 | 2,94 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 3 003 | −10,55 | 907 | −9,21 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 000 | 302 | ||||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 808 | 0,00 | 244 | 1,67 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 20 | 0,00 | 6 | 20,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 909 819 | 1,11 | 274 865 | 2,63 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 2 980 | 5,56 | 900 | 6,76 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 2 088 | 3,11 | 631 | 4,65 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 97 | 0,00 | 29 | 3,57 | ||||
| 2025-11-10 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 59 347 | −0,67 | 17 929 | 0,83 | ||||
| 2025-10-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 724 | 0,00 | 215 | 7,50 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 33 393 | 1,13 | 10 088 | 2,66 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 4 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 392 425 | 11 209,08 | 1 453 | 40,70 | ||||
| 2026-01-06 | 13F | Davis Investment Partners, LLC | 1 326 | 0,00 | 407 | 3,04 | ||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 1 433 | 0,00 | 433 | 1,41 | ||||
| 2025-10-20 | 13F | Brendel Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 2 363 | 11,67 | 714 | 13,35 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 3 830 | −0,75 | 1 157 | 0,78 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 866 | −1,81 | 262 | −0,38 | ||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 4 713 | 0,75 | 1 424 | 2,23 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 817 | −2,04 | 247 | −0,81 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 2 742 | −0,33 | 828 | 1,22 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 7 169 | 1,03 | 2 166 | 2,56 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 10 976 | −0,43 | 3 316 | 1,10 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 30 456 | 5,99 | 9 201 | 7,59 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 1 431 | −9,49 | 0 | |||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 36 | 11 | ||||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 10 682 | −2,15 | 3 227 | −0,68 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 715 | 0,00 | 216 | 1,89 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 4 640 | 146,15 | 1 402 | 149,73 | ||||
| 2026-01-23 | 13F | Gilliland Jeter Wealth Management LLC | 2 488 | 0,12 | 752 | 1,62 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 325 500 | −0,37 | 98 341 | 1,13 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 448 | 0,00 | 135 | 1,50 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 17 406 | 0,01 | 5 258 | 1,53 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 18 | 0,00 | 5 | 0,00 | ||||
| 2026-02-05 | 13F | Dougherty & Associates, LLC | 765 | 231 | ||||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 1 703 | 0,06 | 1 |
Other Listings
| US:VBK | 299,60 US$ |
