Grundläggande statistik
| Institutionella ägare | 1438 total, 1432 long only, 0 short only, 6 long/short - change of −1,63% MRQ |
| Genomsnittlig portföljallokering | 0.3424 % - change of −13,74% MRQ |
| Institutionella aktier (lång) | 68 379 110 (ex 13D/G) - change of −2,89MM shares −4,74% MRQ |
| Institutionellt värde (lång) | $ 10 240 280 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Select Dividend ETF (MX:DVY) har 1438 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 68,379,110 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., Northern Trust Corp, Royal Bank Of Canada, LPL Financial LLC, Bank of New York Mellon Corp, Jpmorgan Chase & Co, and Envestnet Asset Management Inc .
iShares Trust - iShares Select Dividend ETF (BMV:DVY) 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
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | MAI Capital Management | 81 582 | −3,37 | 12 352 | 3,67 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 40 358 | −1,44 | 6 111 | 5,73 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 5 908 | −0,10 | 895 | 7,19 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 105 | 0,00 | 16 | 7,14 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 46 179 | 0,00 | 6 992 | 7,27 | ||||
| 2026-04-22 | 13F | Vicus Capital | 1 514 | −20,27 | 229 | −14,55 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 621 | 0,00 | 229 | −0,87 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 24 194 | 0,25 | 3 663 | 7,55 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 304 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1 510 | 0,00 | 229 | 7,04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 2 423 | −5,43 | 367 | 1,39 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 10 985 | 0,11 | 1 663 | 7,43 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1 500 | 0,00 | 227 | 7,58 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 41 653 | 4,61 | 6 307 | 12,21 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 887 | 134 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 4 377 | −0,59 | 663 | 6,60 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 1 373 | 0 | ||||||
| 2026-04-29 | 13F | Unified Investment Management | 1 627 | 0,00 | 246 | 7,42 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 1 406 | −69,14 | 213 | −67,03 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 11 012 | 10,27 | 1 667 | 18,31 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 1 633 | 0,00 | 246 | 6,49 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 127 | 0,00 | 19 | 11,76 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 12 527 | 12,26 | 1 909 | 10,22 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 3 650 | 0,11 | 553 | 7,39 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 5 274 | 14,43 | 799 | 22,77 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 248 | 0,00 | 38 | 5,71 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 1 602 | −1,48 | 243 | 5,68 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 1 979 | 0,00 | 300 | 14,12 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 259 | −53,50 | 39 | −50,00 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3 504 | 531 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9 917 | −41,39 | 1 522 | −36,31 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 3 500 | 0,00 | 530 | 7,30 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 2 302 | −36,51 | 349 | −31,90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 4 098 | 0,52 | 621 | 7,83 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1 038 | 0,00 | 157 | 7,53 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 6 952 | 0,12 | 1 053 | 7,35 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 103 131 | −0,75 | 167 025 | 6,47 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 1 562 | −0,89 | 237 | 6,31 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 14 362 | 4,92 | 2 175 | 12,58 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 10 231 | 2,08 | 1 549 | 9,55 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 478 | 0,63 | 72 | 7,46 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 311 822 | 2,73 | 47 213 | 10,20 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3 644 | 558 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 2 877 | 406 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 13 062 | −0,49 | 1 978 | 6,75 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 1 511 | 0,00 | 229 | 7,04 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 6 448 | 22,84 | 976 | 31,89 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 16 197 | 1,43 | 2 452 | 8,83 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 348 | 0,00 | 53 | 6,12 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5 400 | 49,92 | 818 | 60,83 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 979 | 0,41 | 300 | 7,55 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 5 591 | 0,00 | 847 | 7,22 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 5 420 | 1,92 | 821 | 9,33 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 2 233 | 0,00 | 338 | 7,30 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 2 033 | −12,86 | 0 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 6 485 | −0,86 | 982 | 6,28 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 10 470 | 3,37 | 1 585 | 10,92 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1 845 | 0,71 | 279 | 8,14 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1 480 | −51,65 | 224 | −48,15 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 459 | 0,00 | 221 | 7,32 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 184 | 3,37 | 28 | 8,00 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 7 585 | −28,77 | 1 148 | −23,57 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 30 911 | −2,75 | 4 680 | 4,32 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 3 359 | −0,86 | 509 | 6,28 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 1 788 | 0,00 | 271 | 7,14 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13 940 | 128,60 | 1 967 | 127,14 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 76 | 1,33 | 11 | 10,00 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 2 000 | 0,00 | 303 | 7,09 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 315 | 0,00 | 48 | 6,82 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 10 781 | 2,83 | 1 632 | 10,34 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 11 600 | −16,12 | 1 756 | −9,99 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 95 057 | −30,18 | 14 358 | −25,29 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 242 901 | −5,27 | 36 778 | 1,62 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 3 556 | 40,06 | 538 | 50,28 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8 828 | 11,70 | 1 337 | 19,82 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 2 150 | 326 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 251 | −14,33 | 38 | −7,32 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 2 000 | 0,00 | 303 | 7,09 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 888 | 8,19 | 286 | 15,85 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 9 694 | 18,67 | 1 468 | 27,23 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2 515 | −0,24 | 381 | 7,04 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 53 154 | 29,13 | 7 947 | 36,80 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4 814 | −0,23 | 729 | 6,90 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 3 685 | 8,38 | 520 | 7,66 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2 360 | 0,30 | 357 | 7,53 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1 569 | 9,49 | 238 | 17,33 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 109 595 | −9,15 | 16 594 | −2,55 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 9 951 | 33,25 | 1 512 | 43,45 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2 512 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 19 187 | 2,69 | 2 905 | 10,16 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 10 611 | −0,14 | 1 607 | 7,14 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4 366 | 0,00 | 661 | 7,31 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 4 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 30 203 | 5,63 | 4 573 | 13,31 | ||||
| 2026-01-23 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 1 595 | 0,13 | 241 | −3,21 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 23 664 | −2,60 | 3 583 | 4,46 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 53 087 | 19,75 | 8 038 | 28,46 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 21 145 | 1,69 | 3 202 | 9,10 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1 094 | 0,00 | 166 | 7,14 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8 215 | 2,11 | 1 244 | 9,52 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 4 948 | 0,00 | 749 | 7,31 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 31 542 | −5,48 | 4 776 | 1,38 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 2 210 | 99 | ||||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 1 944 | 0,00 | 294 | 7,30 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 2 283 | 0,00 | 346 | 7,14 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 6 157 | −1,12 | 932 | 6,15 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 89 086 | −6,14 | 13 489 | 0,69 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5 906 | −0,29 | 903 | 2,27 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 19 964 | 48,52 | 3 023 | 59,30 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 7 997 | 0,36 | 1 211 | 7,65 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 8 255 | 14,64 | 1 250 | 22,93 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 2 169 | 328 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 135 137 | 0,87 | 20 461 | 8,22 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1 378 | −26,58 | 209 | −21,21 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 064 | 0,10 | 464 | 7,42 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1 211 | 0,00 | 183 | 7,65 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 3 370 | 0,00 | 510 | 7,37 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 485 314 | 27,19 | 73 510 | 36,43 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 6 980 | 0,00 | 1 047 | 5,54 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 9 064 | 0,00 | 1 372 | 7,27 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 1 519 | −0,91 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3 255 | 589,62 | 492 | 643,94 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 6 895 | 13,65 | 1 044 | 21,85 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 49 | 0,00 | 7 | 16,67 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 22 961 | 4,63 | 3 241 | 3,91 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1 643 | 0,00 | 249 | 7,36 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 2 036 | 0,00 | 308 | 7,32 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 2 972 | 1,92 | 450 | 8,43 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 14 690 | 37,28 | 2 224 | 47,28 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 9 550 | −4,15 | 1 446 | 2,77 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 766 | −18,07 | 116 | −12,21 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 11 400 | −33,72 | 1 726 | −28,88 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 88 | 0,00 | 13 | 8,33 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 34 126 | 5 167 | ||||||
| 2026-05-13 | 13F | Fogel Capital Management, Inc. | 2 345 | 0,00 | 355 | 7,58 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 13 429 | 0,99 | 2 033 | 8,37 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 2 076 | 0,00 | 314 | 7,17 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 14 670 | −3,38 | 2 221 | 3,69 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2 241 | 0,00 | 339 | 7,28 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 8 969 | 0,00 | 1 358 | 7,27 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1 358 | 206 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 6 128 | −34,78 | 865 | −35,28 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 19 580 | 0,62 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 184 182 | −63,58 | 27 887 | −60,93 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 1 820 | −14,15 | 276 | −8,03 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 6 443 | −33,53 | 976 | −28,73 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4 260 | −1,16 | 645 | 6,09 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 343 | 0,00 | 52 | 6,25 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 2 617 | −12,97 | 0 | |||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 3 997 | −0,97 | 605 | 6,33 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1 354 | −4,65 | 205 | 0,99 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 28 112 | −5,67 | 4 256 | 1,19 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 31 840 | 222,66 | 5 | 300,00 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2 854 | −2,46 | 432 | 4,85 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 15 570 | −13,36 | 2 357 | −7,06 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 14 206 | 0,06 | 2 151 | 7,34 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 993 | 0,00 | 150 | 7,14 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 176 755 | 8,92 | 27 | 18,18 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 2 548 | 0,00 | 386 | 7,24 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 154 | 0,00 | 23 | 9,52 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 721 | 0,00 | 261 | −2,62 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 15 749 | 2,16 | 2 385 | 9,61 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8 571 | 0,55 | 1 298 | 7,28 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2 024 | 32,81 | 306 | 42,33 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 9 462 | 0,34 | 1 433 | 7,67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 274 | 94,33 | 798 | 108,36 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3 294 | 0,00 | 499 | 7,33 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4 080 | 6,67 | 618 | 14,47 | ||||
| 2026-04-14 | 13F | Legacy Trust | 7 835 | 0,00 | 1 186 | 7,33 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 4 392 | 0,00 | 665 | 7,43 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 13 493 | 1,80 | 2 043 | 9,20 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 100 | 0,00 | 15 | 7,14 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9 536 | 1,12 | 1 444 | 8,50 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 23 315 | 0,03 | 3 530 | 7,33 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 15 231 | 1,80 | 2 150 | 0,94 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 18 191 | −1,61 | 2 754 | 5,56 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 31 760 | 0,74 | 4 809 | 8,07 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 1 599 | −16,89 | 242 | −10,70 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 3 551 | −4,05 | 538 | 2,87 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 98 | 0,00 | 15 | 7,69 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 20 772 | 4,49 | 3 145 | 12,12 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 9 395 | 0,00 | 1 422 | 7,24 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 6 843 | −5,52 | 1 036 | 1,37 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 4 296 | −0,88 | 650 | 6,38 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 4 902 | 0,00 | 742 | 7,38 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 39 372 | −0,40 | 5 961 | 6,85 | ||||
| 2026-01-29 | 13F | Comerica Bank | 427 919 | −1,24 | 60 396 | −1,91 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1 127 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 713 | −50,00 | 411 | −47,90 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 27 | 0,00 | 4 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 908 | 4,34 | 895 | 11,89 | ||||
| 2026-05-08 | 13F | Dale Q Rice Investment Management Ltd | 6 257 | −0,43 | 947 | 6,88 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1 364 | 206 | ||||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 1 450 | 0,76 | 220 | 7,88 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 1 640 | 0,00 | 248 | 7,36 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 497 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 16 925 | −0,08 | 2 563 | 7,20 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18 804 | −11,80 | 3 | −33,33 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4 456 | 0,00 | 675 | 7,32 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 10 495 | 8,64 | 1 589 | 16,58 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Cabana Llc | 5 772 | −15,29 | 874 | −9,05 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 2 383 | −0,75 | 361 | 6,51 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 54 073 | −16,49 | 8 187 | −10,41 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 8 571 | 15,25 | 1 298 | 23,64 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 283 465 | −0,69 | 42 919 | 6,54 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 5 000 | 0,00 | 757 | 7,38 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 660 | 0,00 | 100 | 6,45 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8 270 | −0,28 | 1 252 | 7,01 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 11 940 | −15,72 | 1 808 | −9,60 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 3 347 | 0,00 | 507 | 7,20 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 2 613 | 0,19 | 396 | 7,34 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1 247 | 0,73 | 189 | 8,05 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 2 784 | −2,93 | 421 | 4,21 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4 006 | −4,05 | 607 | 2,89 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 16 656 | 0,00 | 2 522 | 7,28 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 250 | 0,00 | 38 | 5,71 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 768 498 | −1,45 | 116 358 | 5,72 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 1 350 | 204 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3 190 | −1,27 | 483 | 5,70 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 4 712 | 0,00 | 713 | 7,22 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 3 154 | 0,67 | 478 | 7,92 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 2 285 | 0,00 | 346 | 7,14 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 1 395 | 211 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 300 | 0,00 | 45 | 7,14 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 21 419 | −8,84 | 3 243 | −2,20 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Peoples Bank/KS | 14 638 | 2,20 | 2 216 | 9,65 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 2 797 | −0,18 | 424 | 7,09 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5 795 | 0,00 | 877 | 7,34 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 9 809 | 0,00 | 1 485 | 7,30 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 71 361 | 5,12 | 10 805 | 12,76 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 750 | 114 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 104 112 | −0,52 | 15 764 | 6,72 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 79 441 | 22,90 | 12 028 | 31,84 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 28 455 | −2,53 | 4 308 | 4,56 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 4 745 | 0,30 | 670 | −0,45 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1 638 | 0,00 | 248 | 7,36 | ||||
| 2026-02-13 | 13F | Diametric Capital, LP | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 2 791 | 423 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 1 531 | −7,83 | 232 | −1,28 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 1 450 | 0,00 | 220 | 7,35 | ||||
| 2026-05-11 | 13F | Commerce Bank | 280 769 | 1,89 | 42 511 | 9,30 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 6 835 | −8,89 | 1 035 | −2,27 | ||||
| 2026-05-11 | 13F | United Bank | 2 399 | 0,00 | 363 | 7,40 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 2 388 | 1,23 | 362 | 8,41 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 5 804 | 0,00 | 879 | 7,20 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 8 228 | −0,93 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 238 781 | 8,18 | 36 | 16,13 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 1 533 | −8,31 | 232 | −1,28 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3 994 | 0,00 | 605 | 7,28 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 9 370 | 17,94 | 1 419 | 26,49 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 2 533 | 0,00 | 384 | 7,28 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 257 | 0,78 | 39 | 5,56 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 119 877 | 1,35 | 18 151 | 8,72 | ||||
| 2026-05-11 | 13F | Karnit Road Accident Victims Compensation Fund | 2 170 | 0,00 | 329 | 7,19 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 21 817 | 149,39 | 3 303 | 167,67 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 23 237 | −18,71 | 3 518 | −12,79 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 466 225 | 11,47 | 65 805 | 10,72 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 1 403 | 212 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2 271 | −1,35 | 344 | 5,86 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 5 716 | 0,00 | 865 | 7,32 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 18 170 | −0,73 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 1 567 | 0,00 | 237 | 7,24 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1 335 | 202 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 58 375 | −4,86 | 8 839 | 1,38 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 2 275 | 0,00 | 344 | 7,17 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 1 628 | 0,00 | 246 | 7,42 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8 300 | 28,28 | 1 257 | 37,57 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 1 345 | 204 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 31 425 | −0,25 | 4 758 | 7,02 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 31 180 | −14,55 | 4 721 | −8,35 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 50 091 | −2,88 | 7 584 | 4,19 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 2 333 | 0,00 | 353 | 7,29 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2 083 | 6,33 | 315 | 14,13 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 2 475 | 0,00 | 375 | 7,16 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 4 309 | −4,46 | 652 | 2,52 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 18 872 | 0,00 | 2 857 | 7,29 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 3 525 | 2,17 | 534 | 9,67 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 2 351 | 25,65 | 356 | 34,47 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 3 643 | −8,65 | 552 | −1,96 | ||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 1 400 | 212 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 372 | −28,05 | 56 | −22,22 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 11 383 | 0,00 | 1 724 | 7,29 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 12 874 | −2,79 | 1 949 | 4,28 | ||||
| 2026-05-07 | 13F | First National Trust Co | 8 241 | −2,66 | 1 248 | 4,44 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 7 905 | −22,71 | 1 197 | −17,12 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 12 829 | −0,12 | 1 942 | 7,17 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 195 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 45 808 | −15,47 | 7 003 | −13,23 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1 779 | 0,00 | 269 | 7,17 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 808 227 | 0,01 | 576 604 | 7,28 | ||||
| 2026-05-15 | 13F | Family Management Corp | 131 | 0,00 | 20 | 5,56 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 3 641 | 32,40 | 551 | 42,01 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 1 561 | 0,00 | 236 | 7,27 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 261 | 0,00 | 40 | 8,33 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3 777 | −5,03 | 572 | 1,06 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1 351 | 204 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 406 | 0,74 | 0 | |||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 1 353 | 205 | ||||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1 627 | 0,49 | 246 | 7,89 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 5 104 | −0,29 | 773 | 6,93 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 10 998 | −15,96 | 1 650 | −10,67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 6 173 | 0,18 | 935 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 20 749 | −17,10 | 3 142 | −11,07 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 18 081 | −48,51 | 2 738 | −44,77 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1 211 | 0,00 | 183 | 7,65 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 3 013 | 0,00 | 456 | 7,29 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3 606 | 0,03 | 546 | 7,28 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 860 | 0,00 | 130 | 7,44 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 21 911 | 0,00 | 3 318 | 7,28 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 1 350 | 0,82 | 204 | 7,94 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 12 105 | 45,93 | 1 833 | 56,58 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 1 975 | 0,00 | 299 | 7,55 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 5 115 | −13,31 | 774 | −6,97 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 10 795 | 0,00 | 1 635 | 7,29 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 1 789 | 271 | ||||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 305 | 0,00 | 46 | 6,98 | ||||
| 2026-05-06 | 13F | CNB Bank | 1 102 | 0,00 | 167 | 7,10 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 1 498 | 0,54 | 227 | 7,62 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 98 520 | 0,67 | 14 917 | 7,99 | ||||
| 2026-04-24 | 13F | United Community Bank | 4 310 | −24,65 | 653 | −19,21 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26 259 | −5,07 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 50 495 | 2,68 | 7 645 | 10,16 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 1 592 | 0,00 | 241 | 7,59 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 1 356 | 205 | ||||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 2 051 | 2,14 | 311 | 9,54 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 63 | −24,10 | 10 | −18,18 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7 475 | −0,57 | 1 132 | 6,60 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2 867 | 0,31 | 434 | 7,69 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 387 | 452,86 | 59 | 544,44 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 16 825 | 19,20 | 2 547 | 27,86 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 5 253 | 0,00 | 795 | 7,29 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 3 819 | 0,00 | 578 | 7,24 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1 251 | 189 | ||||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 4 545 | 0,00 | 688 | 7,33 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 1 380 | −2,13 | 209 | 4,00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4 630 | 0,30 | 701 | 7,53 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 20 998 | 0,13 | 3 179 | 7,43 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 62 958 | 3,06 | 9 532 | 10,55 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7 962 | 0,00 | 1 206 | 7,30 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 2 169 | 1,50 | 328 | 8,25 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 67 700 | 10 250 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 17 538 | 0,00 | 2 475 | 0,00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 23 029 | 1,39 | 3 487 | 8,77 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 2 021 | 0,00 | 306 | 7,37 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 13 130 | −1,29 | 1 988 | 5,91 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 2 500 | 0,00 | 379 | 7,39 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 213 855 | 11,80 | 32 380 | 19,93 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 10 415 | −1,33 | 1 577 | 5,84 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 2 929 | 0,76 | 444 | 8,05 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 45 680 | 1 032,66 | 2 589 | 351,83 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 18 305 | 9,27 | 2 772 | 17,22 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1 481 | 0,00 | 224 | 7,69 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 3 390 | 0,00 | 513 | 7,32 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 1 988 | 15,65 | 305 | 26,03 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 3 590 | 0,00 | 544 | 7,31 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 21 761 | 1,18 | 3 295 | 8,53 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 109 170 | 3,06 | 16 529 | 10,56 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 880 | 133 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 1 559 | 0,00 | 236 | 7,27 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6 943 | 0,22 | 1 051 | 7,57 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 9 375 | −8,67 | 1 419 | −2,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 21 684 | −1,25 | 3 283 | 5,94 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 54 068 | 0,00 | 8 186 | 7,27 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6 623 | 24,66 | 1 011 | 34,98 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 4 016 | 30,22 | 608 | 39,77 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 275 | −3,56 | 344 | 3,61 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 142 176 | −15,70 | 21 527 | −9,57 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 19 019 | 0,00 | 2 880 | 7,27 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 42 | 0,00 | 6 | 0,00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 61 | −45,05 | 9 | −46,67 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 11 751 | −2,98 | 1 779 | 4,10 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 11 641 | 0,95 | 1 763 | 8,30 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 15 823 | 0,71 | 2 396 | 8,03 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 3 105 | −7,95 | 470 | −1,26 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 1 867 | −25,88 | 283 | −20,56 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 1 795 | 6,72 | 272 | 14,35 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 3 548 | −2,77 | 476 | −7,57 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 5 472 | 14,93 | 829 | 23,40 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 730 | 0,00 | 111 | 6,80 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1 397 | −31,05 | 212 | −25,96 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 2 816 | 26,56 | 426 | 35,67 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 14 330 | −0,45 | 2 170 | 6,79 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 2 250 | 0,00 | 341 | 7,26 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 8 963 | 0,50 | 1 357 | 7,87 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 1 232 | 0,00 | 187 | 7,51 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 2 045 | 157,23 | 310 | 175,89 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 823 | 0,00 | 125 | 6,90 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 536 717 | −6,67 | 230 554 | −0,79 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 1 495 | 4,55 | 229 | 12,81 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 6 228 | 943 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1 938 | 53,08 | 293 | 64,61 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 8 527 | 0,08 | 1 291 | 7,40 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 3 016 | 457 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 3 557 | 0,57 | 539 | 6,75 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 2 607 | 20,86 | 395 | 29,61 | ||||
| 2026-04-08 | 13F | KWB Wealth | 1 670 | 0,00 | 236 | 0,00 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 494 | 0,00 | 75 | 7,25 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 58 960 | 0,03 | 8 322 | −0,64 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 13 745 | −9,76 | 2 081 | −3,16 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 12 222 | 23,62 | 1 851 | 32,62 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 175 | 0,00 | 26 | 8,33 | ||||
| 2026-04-23 | 13F | American National Bank | 251 | 0,00 | 38 | 8,57 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 3 106 | 470 | ||||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 800 | −22,63 | 121 | −16,55 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 2 389 | 0,84 | 362 | 8,08 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 5 097 | −0,59 | 772 | 6,64 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 1 400 | 212 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 12 741 | −6,32 | 1 929 | 0,52 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 1 900 | 0,00 | 288 | 7,09 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 47 269 | 5,02 | 7 157 | 12,67 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8 065 913 | −1,28 | 1 221 260 | 5,91 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 2 278 | 1,70 | 345 | 8,86 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 9 451 | 0,37 | 1 431 | 7,68 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 30 025 | 4 546 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 128 | 0,00 | 19 | 5,56 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 8 819 | 4,31 | 1 335 | 11,90 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 31 287 | −0,49 | 4 737 | 6,76 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 6 575 | 0,00 | 996 | 7,34 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 10 520 | 27,05 | 1 593 | 36,30 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 7 297 | −0,88 | 1 105 | 6,26 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 28 683 | −34,11 | 4 343 | −29,32 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1 347 | 204 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1 351 | 205 | ||||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 16 920 | −2,03 | 2 562 | 5,09 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 5 034 | 0,04 | 762 | 7,32 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 6 378 | 0,08 | 966 | 7,34 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 13 969 | −3,18 | 2 115 | 3,88 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 1 593 | 0,76 | 241 | 8,07 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 1 808 | 0,00 | 275 | 4,18 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 2 600 | 394 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 669 | 0,60 | 101 | 8,60 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 46 932 | −0,06 | 7 106 | 7,20 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 6 422 | −6,21 | 972 | 0,62 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 799 | −3,50 | 121 | 3,45 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 29 557 | 2,22 | 4 475 | 9,65 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 163 287 | −23,03 | 23 595 | −23,36 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1 346 | 204 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3 506 722 | −1,33 | 530 953 | 5,85 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 27 700 | 32,54 | 4 194 | 42,22 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 55 941 | −7,72 | 8 470 | −1,01 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 24 | −31,43 | 4 | −25,00 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 28 804 | 0,06 | 4 361 | 7,36 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 21 250 | 0,00 | 3 217 | 7,27 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2 110 | 49,75 | 319 | 61,11 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 500 | 0,00 | 227 | 7,58 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 10 390 | −67,75 | 1 573 | −65,41 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1 981 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 106 014 | 0,31 | 16 052 | 7,61 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2 135 | 1,18 | 323 | 8,75 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 2 578 | −7,30 | 0 | |||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 16 308 | 0,00 | 2 469 | 7,30 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 5 188 | 0,00 | 786 | 7,24 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 10 321 | −8,86 | 1 563 | −2,25 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1 595 | 0,00 | 241 | 7,11 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 5 787 | 0,52 | 876 | 7,88 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 4 695 | 0,00 | 711 | 7,25 | ||||
| 2026-04-27 | 13F | Fairfield Financial Advisors, LTD | 2 142 | −10,49 | 324 | −3,86 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 19 892 | −1,83 | 3 012 | 5,32 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 4 889 | 2,93 | 740 | 5,41 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3 245 | −3,97 | 491 | 3,15 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 5 679 | 0,19 | 860 | 7,51 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 3 015 | 1,86 | 457 | 9,35 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | First Western Trust Bank | 2 386 | 12,76 | 361 | 21,14 | ||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 1 628 | 0,00 | 246 | 7,42 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 2 590 | 0,00 | 392 | 7,40 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 10 668 | −1,42 | 1 615 | 5,76 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 1 351 | 205 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 35 756 | 17,41 | 5 047 | 17,40 | ||||
| 2026-05-12 | 13F | Private Capital Advisors, Inc. | 13 975 | 0,00 | 2 116 | 7,25 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 10 872 | −7,25 | 1 646 | −0,48 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 11 968 | 0,00 | 1 812 | 7,28 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 2 006 | 33,73 | 304 | 43,60 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 150 | 0,00 | 23 | 4,76 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 4 289 | 0,00 | 654 | 7,93 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 17 116 | 42,51 | 2 592 | 52,86 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 29 209 | 75,82 | 4 423 | 88,65 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 103 168 | 3,92 | 15 621 | 11,48 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 42 468 | −1,04 | 6 430 | 6,16 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 3 700 | 0,00 | 560 | 6,87 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4 981 | −33,96 | 754 | −29,14 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2 967 | 3,49 | 449 | 11,14 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 1 399 | −26,33 | 212 | −21,27 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2 578 | 391 | ||||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 1 729 | 0,00 | 262 | 6,97 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 11 487 | −5,67 | 1 739 | 1,22 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 272 | −28,61 | 41 | −25,93 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 1 180 | 0,00 | 179 | 7,23 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 548 | 82,67 | 77 | 83,33 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 2 191 | −43,72 | 332 | −39,71 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 1 865 | 282 | ||||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 1 743 | 0,00 | 246 | 0,00 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 389 | 0,00 | 59 | 7,41 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 6 903 | −2,27 | 1 045 | 4,92 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 206 | 1,48 | 31 | 10,71 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 1 000 | 0,00 | 151 | 7,09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 52 313 | −3,57 | 7 921 | 113 042,86 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 642 | 0,00 | 97 | 7,78 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 1 900 | −3,06 | 288 | 3,99 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 2 928 | −6,84 | 443 | 0,00 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 776 | 2,65 | 110 | 1,87 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 9 726 | 0,10 | 1 473 | 7,37 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 6 184 | 0,00 | 1 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 10 518 | 0,68 | 1 593 | 8,01 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 4 323 | −3,35 | 661 | 0,00 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 4 771 | 0,06 | 722 | 7,44 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20 320 | −6,15 | 3 077 | 0,69 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 115 | 17 | ||||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 6 165 | 933 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 176 | 0,00 | 27 | 8,33 | ||||
| 2026-05-28 | 13F | Challenger Wealth Management | 9 884 | 0,00 | 1 497 | 7,24 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 26 386 | 3 995 | ||||||
| 2026-04-20 | 13F | First American Bank | 2 050 | 0,00 | 310 | 7,27 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1 163 | 0,00 | 176 | 7,32 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 10 367 | −3,11 | 1 570 | −1,20 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 43 418 | 3,60 | 6 574 | 11,12 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 14 984 | −36,56 | 2 269 | −31,95 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 128 315 | −2,01 | 19 428 | −3,87 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2 405 | 0,00 | 364 | 7,37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 331 481 | −0,02 | 50 189 | 7,25 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 925 | 0,00 | 140 | 7,69 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 203 | 0,00 | 31 | 7,14 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 12 590 | 32,60 | 1 906 | 42,24 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 5 151 | −55,29 | 780 | −52,06 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 8 712 | 0,00 | 1 319 | 7,32 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 4 117 | 623 | ||||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 2 329 | 0,00 | 353 | 7,32 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 7 390 | −5,13 | 1 119 | 1,73 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5 014 | 3,02 | 759 | 10,64 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 10 498 | −8,75 | 1 589 | −2,09 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 14 549 | −5,01 | 2 203 | 1,90 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 2 450 | −80,53 | 371 | −79,15 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 1 680 | 0,00 | 254 | 7,17 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 3 354 | −1,44 | 508 | 5,83 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 189 696 | −0,46 | 28 722 | 6,78 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2 823 | 16,51 | 427 | 24,85 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 2 139 | 22,23 | 324 | 31,30 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Sfam, Llc | 1 360 | 0,00 | 206 | 7,33 | ||||
| 2026-04-24 | 13F | Bayban | 675 | 0,00 | 102 | 7,37 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 18 283 | 0,09 | 2 778 | 4,83 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 21 080 | −0,31 | 3 210 | −2,31 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 2 531 | −3,43 | 383 | 3,79 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4 618 | 19,92 | 699 | 28,73 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 1 799 | −33,81 | 272 | −28,98 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11 594 | −19,36 | 1 755 | −13,50 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 69 172 | −20,64 | 10 473 | −14,87 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 1 050 | 0,00 | 159 | 6,76 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 3 382 | 25,58 | 512 | 34,74 | ||||
| 2026-05-15 | 13F | Fmr Llc | 193 751 | 15,01 | 29 336 | 23,38 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 1 394 | 211 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 4 420 | −3,24 | 669 | 3,88 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 29 783 | −0,82 | 4 509 | 6,39 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 151 168 | −11,28 | 22 888 | −4,82 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 4 075 | −12,83 | 617 | −6,53 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 633 | 0,00 | 96 | 6,74 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 358 | −10,05 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 1 836 | 0,00 | 278 | 6,95 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 579 | 0,00 | 88 | 7,41 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 3 547 | −8,37 | 537 | −1,65 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 3 998 | 6,90 | 605 | 14,80 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 6 767 | −1,28 | 1 025 | 5,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 165 919 | 41,78 | 25 122 | 52,10 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 6 294 | 0,00 | 953 | 7,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2 696 | 0,00 | 408 | 7,37 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 3 807 | 6,43 | 576 | 14,29 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 2 495 | 0,00 | 378 | 7,10 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 1 617 | 245 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 16 728 | −3,92 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 4 526 | 5,85 | 685 | 13,60 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 2 710 | 0,00 | 412 | 3,79 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 099 024 | −3,20 | 166 403 | 3,85 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 7 534 | 27,07 | 1 141 | 36,36 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 3 106 667 | 1,66 | 470 380 | 9,06 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 38 433 | −1,27 | 5 819 | 5,92 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 34 122 | 361,42 | 4 816 | 358,57 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 123 757 | 3,61 | 18 738 | 11,15 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 5 686 | 0,00 | 861 | 7,23 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 1 573 | −1,44 | 238 | 5,78 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 137 997 | −6,68 | 20 894 | 0,11 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 14 753 | 2,82 | 2 234 | 10,27 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 2 598 | −84,46 | 393 | −83,34 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 6 618 | −3,03 | 1 002 | 4,05 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 2 374 | −2,47 | 359 | 4,66 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 13 318 | 1,07 | 2 016 | 8,45 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 11 522 | −3,56 | 1 745 | 3,44 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 795 | 120 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 645 684 | 178,58 | 97 763 | 198,86 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1 340 | 203 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 168 | 34,56 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 1 801 | 0,06 | 272 | 7,09 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 4 199 | −1,52 | 636 | 5,66 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 3 044 | −1,62 | 461 | 5,50 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 7 740 | 0,14 | 1 172 | 7,43 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13 458 | 16,88 | 2 038 | 25,35 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 3 426 | −4,14 | 519 | 2,78 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 14 245 | −1,08 | 2 157 | 6,10 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 410 | 62 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 3 000 | 0,00 | 454 | 7,33 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 27 883 | 0,00 | 4 222 | 7,27 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 1 906 | −12,61 | 289 | −6,19 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 32 734 | 8,75 | 4 956 | 16,67 | ||||
| 2026-01-07 | 13F | KFA Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 2 734 | 0,00 | 414 | 7,27 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 2 197 | −5,30 | 333 | 1,53 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 1 793 | −45,07 | 271 | −41,09 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 11 846 | −0,01 | 1 794 | 7,24 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 20 | 5,26 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 2 936 | 0,48 | 445 | 7,77 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14 754 | 21,30 | 2 224 | 29,60 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3 007 | 5,55 | 455 | 13,18 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 952 | −38,74 | 144 | −34,25 | ||||
| 2026-04-20 | 13F | City State Bank | 490 | −7,55 | 74 | 0,00 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2 533 | 384 | ||||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 3 275 | 0,00 | 496 | 7,14 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 2 550 | 0,00 | 386 | 7,52 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 124 552 | 3,10 | 18 858 | 10,60 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 29 303 | −2,07 | 4 437 | 5,04 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 14 288 | −0,01 | 2 176 | 7,89 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 17 673 | 0,00 | 2 676 | 7,26 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 505 | 0,00 | 76 | 7,04 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 1 452 | 0,28 | 220 | 7,35 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 495 | 0,00 | 75 | 7,25 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 75 016 | 15,27 | 11 358 | 23,66 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 13 916 | −11,55 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 2 318 | 351 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 30 640 | 0,57 | 4 617 | −3,05 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 34 831 | 8,11 | 5 274 | 15,97 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 6 304 | −1,97 | 954 | 5,18 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 6 000 | 50,00 | 908 | 60,99 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 354 | 0,85 | 54 | 0,00 | ||||
| 2026-01-13 | 13F | FSA Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 41 385 | −11,29 | 6 266 | −4,83 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 3 714 | 0,00 | 562 | 7,25 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 14 | −12,50 | 2 | −50,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 98 714 | 937,35 | 14 946 | 1 012,88 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 14 111 | 0,00 | 1 992 | −0,70 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 142 798 | −1,17 | 21 616 | 5,99 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 8 759 | −3,15 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2 068 | −8,29 | 313 | −1,57 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 4 528 | 0,13 | 686 | 7,37 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 350 | 0,00 | 53 | 6,12 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 26 350 | 127,53 | 3 990 | 144,12 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 611 | 0,00 | 93 | 6,98 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 549 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 18 724 | −1,96 | 2 835 | 5,16 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 53 051 | 16,33 | 8 032 | 24,80 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | AF Advisors, Inc. | 2 808 | −0,53 | 425 | 6,78 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 61 | 1,67 | 9 | 12,50 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 31 077 | 0,67 | 4 705 | 7,99 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 814 | 0,00 | 123 | 7,89 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 6 207 | 0,00 | 940 | 7,19 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 6 543 | 0,00 | 923 | −0,65 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 3 607 | 546 | ||||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 1 675 | 0,00 | 254 | 7,20 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 1 500 | 0,00 | 227 | 7,58 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 3 450 | 463 | ||||||
| 2026-04-16 | 13F | Rockland Trust Co | 2 881 | 0,00 | 436 | 7,39 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 1 798 | 272 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 101 349 | −10,47 | 15 345 | −4,40 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 38 370 | −17,66 | 5 810 | −11,68 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Northeast Investment Management | 2 341 | 0,00 | 354 | 7,27 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1 939 | 15,62 | 294 | 24,58 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 1 011 427 | 0,00 | 153 140 | 7,28 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 92 380 | 9,48 | 13 987 | 17,45 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 28 729 | −2,64 | 4 350 | 4,44 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 2 047 | −0,05 | 310 | 7,27 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1 578 | 239 | ||||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 2 061 | 0,34 | 312 | 7,96 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 43 077 | 0,12 | 6 522 | 7,41 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 551 | −21,29 | 83 | −15,31 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 300 002 | −0,09 | 45 427 | 7,18 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 24 199 | 0,98 | 3 669 | 8,33 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 14 972 | 0,46 | 2 267 | 7,75 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7 325 | 0,07 | 1 109 | 7,36 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 1 990 | −99,29 | 301 | 7,50 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 453 | 0,89 | 69 | 7,94 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 3 836 | −3,38 | 581 | 3,57 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 20 136 | 2,18 | 3 049 | 9,60 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2 703 | 28,53 | 409 | 38,18 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 2 471 | 0,00 | 374 | 7,47 | ||||
| 2026-05-01 | 13F | Vantage Investment Partners, LLC | 2 806 | 0,00 | 425 | 7,07 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 274 | −3,52 | 42 | 2,50 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 30 741 | 4,36 | 4 655 | 11,96 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 881 | −79,61 | 285 | −78,19 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 4 630 | 0,00 | 711 | 8,88 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2 501 | 0,04 | 379 | 7,39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 22 205 | −16,93 | 3 362 | −10,87 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 2 755 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 1 680 | 0,06 | 254 | 7,63 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 1 975 | 0,00 | 299 | 7,55 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 23 409 | −0,70 | 3 544 | 6,52 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1 750 | 265 | ||||||
| 2026-05-06 | 13F | Anb Bank | 3 300 | −5,42 | 500 | 1,42 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 3 689 | −6,04 | 559 | 0,72 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 7 336 | 0,00 | 1 111 | 7,25 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 5 448 | 0,00 | 825 | 7,29 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 3 695 | 0,00 | 559 | 7,29 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 129 | 20 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 10 232 | −8,06 | 1 549 | −1,34 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 631 | 17,50 | 89 | 43,55 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 11 095 | −3,31 | 1 680 | 3,71 | ||||
| 2026-05-04 | 13F | Camden National Bank | 2 605 | 0,62 | 394 | 7,95 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 3 336 | 0,69 | 505 | 8,14 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 752 | 0,00 | 114 | 6,60 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 503 672 | −8,82 | 76 227 | −2,09 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 96 | 15 | ||||||
| 2026-05-14 | 13F | MYDA Advisors LLC | 260 000 | 39 367 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 4 673 | 0,00 | 708 | 7,28 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 5 924 | −1,87 | 889 | 3,14 | ||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 0 | −100,00 | 0 | |||||
| 2026-01-28 | 13F | Dentgroup LLC | 1 519 | 0,00 | 214 | −0,47 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 8 430 | −0,22 | 1 276 | 7,05 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 4 007 | 0,50 | 607 | 7,83 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 4 960 | 0,00 | 751 | 7,14 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1 350 | 204 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 7 220 | 0,63 | 1 093 | 8,00 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 39 | 0,00 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 14 163 | −2,24 | 2 144 | 4,89 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 1 773 | 0,00 | 268 | 7,20 | ||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 385 | 0,26 | 58 | 7,41 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 1 866 | −2,05 | 283 | 5,22 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 3 774 | −4,98 | 571 | 1,96 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 25 089 | −2,27 | 3 799 | 4,83 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2 492 | 4,18 | 377 | 11,87 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 3 624 | 0,00 | 549 | 7,24 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 108 | 0,00 | 16 | 6,67 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 179 913 | 1,56 | 27 241 | 8,96 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 5 180 | 0,00 | 784 | 7,25 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 27 205 | 3,37 | 4 119 | 10,90 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 1 632 | 0,00 | 247 | 7,39 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 2 835 | −38,17 | 429 | −33,69 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1 197 | 0,00 | 181 | 7,74 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 558 | −15,07 | 84 | −8,70 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 1 504 | 0,00 | 228 | 7,08 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 5 081 | −7,23 | 769 | −0,52 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 3 237 | 94,18 | 490 | 108,51 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 36 682 | 11,54 | 5 553 | 19,65 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 8 108 | 0,00 | 1 228 | 7,26 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10 494 | 1,53 | 1 589 | 8,92 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 978 | −8,04 | 299 | −1,32 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 30 607 | 4 634 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 14 375 | 2,51 | 2 177 | 9,95 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 951 | 0,00 | 144 | 6,72 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 815 | −32,37 | 123 | −27,65 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 15 871 | 1,12 | 2 240 | 0,45 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 3 335 | −1,48 | 505 | 5,66 | ||||
| 2026-05-08 | 13F | Banco de Sabadell, S.A | 18 560 | −24,94 | 3 | −33,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 395 961 | −1,45 | 59 948 | 5,71 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3 273 | 75,12 | 496 | 88,21 | ||||
| 2026-04-10 | 13F | Carderock Capital Management Inc | 1 600 | 0,00 | 242 | 7,56 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 1 600 | 0,00 | 242 | 7,56 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 6 381 | 40,37 | 966 | 50,70 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 19 297 | 7,87 | 2 922 | 15,73 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 3 800 | 575 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 2 500 | 379 | |||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 92 235 | 11,49 | 13 965 | 19,60 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 10 848 | 0,00 | 1 643 | 7,25 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 8 281 | 0,00 | 1 254 | 7,28 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 2 064 | 0,00 | 291 | −0,68 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 38 710 | 0,00 | 5 861 | 7,29 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 13 081 | −0,01 | 1 981 | 7,26 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 2 380 | 16,10 | 360 | 24,57 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25 738 | 135,78 | 3 897 | 153,05 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 1 400 | 212 | ||||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 6 164 | 0,00 | 933 | 7,36 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 2 011 | 32,65 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 55 816 | −2,79 | 8 451 | 4,28 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 150 | 0,33 | 326 | 7,62 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 9 274 | 0,32 | 1 404 | 7,67 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2 403 | 3,53 | 364 | 11,01 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4 247 | 2,41 | 643 | 9,91 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 72 556 | 24,97 | 10 986 | 34,06 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 14 028 | 0,00 | 2 124 | 7,28 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 60 130 | 2,50 | 9 104 | 9,95 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 19 573 | 7,14 | 2 763 | 6,39 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 2 110 | 0,00 | 319 | 7,41 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 53 | 0,00 | 8 | 14,29 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 1 196 | 0,00 | 181 | 7,74 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 63 420 | −2,66 | 9 602 | 4,43 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 105 702 | 85,04 | 16 004 | 98,51 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 58 781 | −7,66 | 8 900 | −0,93 | ||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 1 925 | −18,02 | 291 | −12,08 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 8 735 | 0,00 | 1 323 | 7,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8 566 | 49 877 | 20,47 | |||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 6 | −45,45 | 1 | −100,00 | ||||
| 2026-05-05 | 13F | CapWealth Advisors, LLC | 4 895 | −3,74 | 741 | 3,35 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Baring Financial LLC | 3 249 | −4,19 | 492 | 2,72 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 5 572 | −0,18 | 844 | 7,12 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 18 704 | −0,12 | 2 832 | 7,19 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 5 591 | −2,83 | 847 | 4,19 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 32 219 | 0,04 | 4 878 | 7,33 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 28 942 | 0,12 | 4 382 | 7,40 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2 057 | 0 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 6 189 | −4,30 | 937 | 2,74 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8 296 | 123,43 | 1 256 | 139,69 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 691 | 0,00 | 105 | 7,22 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 4 389 | 0,00 | 665 | 7,27 | ||||
| 2026-05-12 | 13F | New South Capital Management Inc | 15 680 | 0,00 | 2 374 | 7,28 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 68 | 0,00 | 0 | |||||
| 2026-03-12 | 13F | Farmers National Bank | 10 283 | −1,28 | 1 451 | −1,96 | ||||
| 2026-04-22 | 13F | Motco | 1 711 | −37,80 | 259 | −33,25 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 11 431 | 25,62 | 1 731 | 34,74 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 857 | 32,46 | 130 | 41,76 | ||||
| 2026-05-15 | 13F | Catherine Avery Investment Management LLC | 149 | 0,00 | 23 | 4,76 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 60 | 0,00 | 9 | 12,50 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 120 | 0,00 | 18 | 12,50 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 1 770 | 18,79 | 268 | 27,14 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 2 107 | 5,03 | 319 | 12,72 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 4 362 | −2,68 | 660 | 4,43 | ||||
| 2026-05-01 | 13F | CMG Global Holdings, LLC | 22 968 | −0,17 | 3 478 | −2,08 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 1 650 | 0,00 | 250 | 7,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6 518 944 | 0,19 | 987 034 | 7,48 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 3 228 | −3,87 | 489 | 3,17 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 10 517 | 0,00 | 1 592 | 7,28 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 6 548 | 42,75 | 991 | 53,17 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 266 000 | 272,20 | 20 822 | 106,43 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 7 957 | 0,00 | 1 205 | 7,21 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 9 295 | 1 407 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 218 | 33 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 262 | 40 | ||||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 13 945 | −0,71 | 2 112 | 6,51 | ||||
| 2026-04-27 | 13F | Adams Asset Advisors, LLC | 1 331 | 201 | ||||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 4 544 | 56,64 | 688 | 67,97 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 6 681 | 0,00 | 1 012 | 7,32 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 8 136 | 0,00 | 1 232 | 7,23 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 15 105 | −1,58 | 2 287 | 5,59 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 52 847 | 0,02 | 8 002 | 7,30 | ||||
| 2026-05-12 | 13F | Creative Planning | 317 572 | 2,91 | 48 084 | 10,39 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 239 | 0,42 | 36 | 9,09 | ||||
| 2026-04-24 | 13F | Balentine LLC | 35 485 | −5,62 | 5 373 | 1,24 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5 014 | −0,46 | 759 | 6,90 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 2 340 | 17,29 | 354 | 25,98 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 59 300 | −0,84 | 8 979 | 6,37 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17 920 | −91,60 | 2 713 | −90,99 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 235 | 0,00 | 36 | 6,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 127 700 | 25,94 | 19 335 | 35,11 | |||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 6 221 | −1,75 | 942 | 5,38 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 132 188 | 2,91 | 20 015 | 10,41 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 54 | 8 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 396 | 0,00 | 60 | 7,27 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 2 671 | 0,00 | 404 | 7,45 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 16 487 | −12,79 | 2 496 | −6,45 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 1 749 | 265 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 746 436 | −10,65 | 415 836 | −4,15 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 1 550 | 235 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 26 072 | 9,04 | 3 948 | 16,98 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 6 769 | −2,74 | 1 025 | 4,28 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 2 075 | 0,00 | 314 | 7,53 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 122 603 | 13,77 | 17 379 | 14,26 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 1 355 | 205 | ||||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 793 | 0,00 | 120 | 8,11 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 18 056 | 34,21 | 2 734 | 43,99 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 7 593 | 9,54 | 1 165 | 15,82 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 2 731 | −2,50 | 414 | 4,56 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 5 567 | 843 | ||||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 1 537 | −0,45 | 233 | 6,91 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 6 530 | 0,00 | 989 | 7,27 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 1 537 | 0,00 | 233 | 7,41 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 3 163 | −2,56 | 479 | 4,37 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7 073 | 25,52 | 1 071 | 34,59 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3 057 | 60,30 | 463 | 71,75 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 61 686 | −1,24 | 9 340 | 116 637,50 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 2 260 | 0,00 | 342 | 7,55 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 450 | 0,00 | 68 | 7,94 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2 692 | −5,48 | 408 | 1,50 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 9 235 | −0,27 | 1 398 | 7,04 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 7 205 | 0,01 | 1 091 | 7,28 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3 780 | 1,12 | 572 | 8,54 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 7 013 | 0,00 | 1 062 | 7,28 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1 900 | −2,11 | 288 | 5,13 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 240 055 | −3,58 | 33 881 | 1,34 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 2 500 | 0,00 | 379 | 7,39 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 974 | −5,17 | 753 | 1,76 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 3 691 | 0,00 | 559 | 7,31 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 4 343 | −22,17 | 658 | −16,52 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6 153 | 12,38 | 932 | 20,60 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 75 | 0,00 | 11 | 10,00 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 4 600 | −3,16 | 696 | 3,88 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 2 298 | 0,39 | 348 | 7,43 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 1 325 | 201 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1 905 | 0,00 | 288 | 7,46 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 420 | 0,00 | 63 | 6,78 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 15 384 | −6,37 | 2 329 | 0,47 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 677 | 0,00 | 103 | 7,37 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 2 500 | 0,00 | 379 | 7,39 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 1 711 | 0,71 | 259 | 8,37 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 6 102 | 0,08 | 924 | 7,33 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 190 | 27 | ||||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 17 843 | 0,77 | 2 702 | 8,08 | ||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 61 797 | −1,66 | 9 357 | 5,49 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 8 434 | −3,05 | 1 277 | 3,99 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 6 122 | −4,25 | 952 | −1,14 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 3 354 | 0,00 | 508 | 7,19 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 11 329 | 6,14 | 1 715 | 13,88 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 674 | 102 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 9 261 | 10,42 | 1 402 | 18,51 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 18 163 | −4,71 | 2 750 | 2,23 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 8 959 | 0,11 | 1 356 | 7,36 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 7 755 | −1,08 | 1 174 | 6,15 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 1 878 | 0,00 | 284 | 7,17 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 9 165 | 2,46 | 1 388 | 9,90 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3 177 | 0,00 | 481 | 7,37 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 2 007 | −2,90 | 304 | 4,12 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 2 043 | 0,00 | 288 | 0,00 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 3 360 | 15,54 | 509 | 23,90 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 128 | 0,24 | 322 | 7,69 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 2 209 | 0,00 | 334 | 7,40 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3 343 | 0,00 | 506 | 7,43 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 1 717 | 9,57 | 260 | 17,19 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 490 | 0,00 | 74 | 7,25 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 184 | 0,00 | 28 | 8,00 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 64 112 | −1,03 | 9 049 | −7,75 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 709 | 107 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 74 171 | 0,06 | 11 230 | 7,34 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 18 351 | 0,03 | 2 779 | 7,30 | ||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | 34 954 | 0,00 | 5 292 | 7,28 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 13 028 | 3,54 | 1 973 | 11,10 | ||||
| 2026-05-08 | 13F | Bokf, Na | 53 865 | −40,62 | 8 156 | −36,30 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 13 037 | 13,41 | 1 974 | 21,64 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 12 077 | −0,82 | 1 829 | 6,40 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 360 | 0,00 | 55 | 8,00 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 1 786 | 0,11 | 270 | 7,57 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 2 895 | 24,95 | 438 | 33,94 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 388 | −2,27 | 59 | 3,57 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 93 | 0,00 | 14 | 7,69 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9 033 | −1,12 | 1 368 | 5,23 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 6 420 | −0,39 | 972 | 6,93 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1 947 | 1,09 | 275 | 0,37 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 5 077 | 0,49 | 769 | 7,71 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 8 274 | −6,28 | 1 253 | 0,56 | ||||
| 2026-04-13 | 13F | Trust Co | 435 | 97,73 | 66 | 109,68 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 1 853 | −0,91 | 281 | 6,46 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 3 816 | 0,53 | 578 | 7,85 | ||||
| 2026-05-15 | 13F | Richwood Investment Advisors, LLC | 10 567 | −1,86 | 1 600 | −4,36 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 5 031 | −0,28 | 755 | −0,53 | ||||
| 2026-05-01 | 13F | American Trust | 1 481 | 1,23 | 224 | 8,74 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 31 366 | 1,79 | 4 749 | 9,22 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 6 624 | 39,81 | 1 003 | 50,00 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 61 205 | −46,97 | 9 267 | −43,11 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 50 | 0,00 | 8 | 0,00 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 451 | 68 | ||||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 2 572 | 0,00 | 389 | 3,46 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 10 965 | 155,00 | 1 660 | 173,93 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 3 341 | 5,03 | 506 | 12,72 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 97 | 0,00 | 15 | 7,69 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1 280 | 0,00 | 194 | 7,22 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 90 | 0,00 | 14 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 25 723 | 419,03 | 3 895 | 457,08 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 33 828 | −8,01 | 5 122 | −1,27 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 16 342 | −0,17 | 2 474 | 7,10 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 39 994 | 13,35 | 6 055 | 21,61 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 1 513 | −4,00 | 229 | 3,15 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 8 521 | −9,50 | 1 290 | −2,86 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 20 955 | −3,04 | 3 173 | 4,00 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11 661 | −56,52 | 1 766 | −53,37 | ||||
| 2026-05-14 | 13F | Capula Management Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 68 | 10 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 16 700 | 266,95 | 3 | |||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 6 371 | −4,08 | 965 | 2,88 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2 351 | −0,17 | 356 | 6,93 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 145 765 | 0,40 | 22 061 | 7,70 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 1 690 | 0,00 | 256 | 7,14 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 1 835 | 0,00 | 278 | 7,36 | ||||
| 2026-04-15 | 13F | Asio Capital, LLC | 1 500 | 0,00 | 227 | 7,58 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | Put | 5 500 | 833 | |||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 3 367 | 0,00 | 510 | 7,16 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 4 481 | 0,40 | 679 | 7,79 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 289 | 0,00 | 44 | 7,50 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 52 | 0,00 | 8 | 0,00 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 8 845 | 0,00 | 1 339 | 7,29 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 6 203 | 3,63 | 939 | 11,26 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 1 544 | 0,06 | 234 | 7,37 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 1 631 | 247 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 50 743 | −1,25 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1 358 | 206 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 2 462 | 77,12 | 373 | 89,80 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 13 600 | 0,00 | 2 059 | 7,30 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 7 310 | 0,00 | 1 107 | 7,27 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 340 | 51 | ||||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 1 358 | 206 | ||||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 1 574 | 0,00 | 238 | 7,21 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 4 374 | −79,89 | 1 | −100,00 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 8 364 | −3,32 | 1 111 | −9,02 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 8 035 | −1,01 | 1 217 | 6,20 | ||||
| 2026-04-29 | 13F | Cairn Investment Group, Inc. | 1 742 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 1 130 | 171 | ||||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 1 801 | −55,99 | 273 | −52,86 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 2 975 | −3,25 | 450 | 3,69 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 12 577 | −9,00 | 1 904 | −2,36 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 2 041 | 0,00 | 309 | 7,29 | ||||
| 2026-05-04 | 13F | TrustBank | 1 125 | 0,00 | 170 | 7,59 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 32 978 | −1,23 | 4 993 | 5,96 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 26 824 | −0,25 | 4 061 | 7,01 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 480 | 0,00 | 73 | 7,46 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 1 455 | 0,00 | 220 | 7,32 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 7 | 0,00 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 16 537 | −41,18 | 2 504 | −37,39 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 75 872 | 66,05 | 11 488 | 78,12 | ||||
| 2026-05-06 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 45 668 | 0,02 | 6 915 | 7,29 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1 255 | 0,00 | 190 | 7,34 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 107 | 9,06 | 168 | 16,78 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 1 553 | −5,59 | 235 | −7,11 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 8 464 | 3,64 | 1 282 | 11,20 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 7 680 | −64,75 | 1 163 | −62,21 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 3 238 | −51,54 | 490 | −48,04 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 527 | 0,76 | 80 | 8,22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 10 151 | 0,00 | 1 542 | 4,76 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 1 838 | −0,81 | 278 | 6,51 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 100 | 0,00 | 15 | 7,14 | ||||
| 2026-05-14 | 13F | Rodgers Brothers Inc. | 2 422 | 0,00 | 367 | 7,33 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 2 476 | 0,00 | 352 | 7,01 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 1 625 | 0,00 | 246 | 7,42 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 341 | 0,00 | 46 | −6,25 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 3 061 | 0,13 | 463 | 7,42 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 16 155 | 2 446 | ||||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 10 157 | −3,32 | 1 534 | 3,44 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4 851 | 0,00 | 735 | 7,31 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 34 492 | 12,76 | 5 222 | 20,96 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 4 196 | −10,51 | 635 | −3,93 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 1 793 | 8,80 | 271 | 16,81 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13 058 | 0,12 | 1 977 | 7,45 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 29 256 | 4,22 | 4 418 | 11,54 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 1 470 | −7,14 | 223 | −0,45 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 8 750 | −0,50 | 1 325 | 6,69 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 133 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 1 658 | −10,04 | 251 | −3,46 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2 236 | 0,00 | 339 | 7,30 | ||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 9 260 | 0,00 | 1 402 | 7,35 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1 695 | 0,00 | 257 | 7,11 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 1 339 | 203 | ||||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 1 389 | 210 | ||||||
| 2026-05-12 | 13F | Entrust Financial Llc | 799 | 0,00 | 121 | 7,14 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 325 | 0,00 | 49 | 8,89 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 1 333 | −76,12 | 202 | −74,46 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 12 621 | −14,46 | 1 911 | −8,26 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 1 530 | 0,00 | 232 | 7,44 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 15 648 | 0,66 | 2 369 | 7,98 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 1 399 | −70,63 | 212 | −68,60 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 184 494 | 1,20 | 179 344 | 8,56 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Octavia Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 24 626 | 306,77 | 3 729 | 336,53 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 2 082 | 0,00 | 315 | 7,51 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 11 082 | −15,60 | 1 674 | −13,63 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 4 827 | −15,57 | 731 | −9,43 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12 509 | −3,35 | 1 894 | 3,67 | ||||
| 2026-04-30 | 13F | Blodgett Wealth Advisors, Llc | 7 515 | 0,00 | 1 138 | 7,26 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 72 973 | 0,00 | 11 049 | 7,27 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 7 182 | −3,65 | 1 089 | 1,78 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 162 | 49,41 | 327 | 60,29 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 1 675 | 0,00 | 254 | 7,20 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 23 100 | 0,42 | 3 498 | 7,73 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 10 273 | 0,00 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 8 511 | 0,00 | 1 289 | 7,24 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 18 480 | 0,04 | 2 798 | 7,33 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6 454 | 0,22 | 977 | 7,60 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 1 741 | 0,23 | 264 | 7,35 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 412 591 | 33,15 | 62 470 | 42,84 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 12 020 | 10,49 | 1 820 | 18,50 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 4 317 | 3,30 | 654 | 10,87 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 400 | 54 | ||||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 1 215 | −4,33 | 184 | 2,23 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 2 438 | 0,00 | 369 | 7,27 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 2 130 | 0,00 | 323 | 7,33 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 22 140 | −2,78 | 3 352 | 4,29 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 8 842 | −4,67 | 1 339 | 2,22 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 313 946 | 2,89 | 47 535 | 10,37 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 31 526 | 0,70 | 4 450 | 0,02 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 488 | 0,00 | 69 | −1,45 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 39 750 | 0,00 | 6 019 | 7,27 | ||||
| 2026-05-05 | 13F | PFG Advisors | 6 803 | −3,65 | 1 030 | 3,41 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 8 680 | −0,29 | 1 314 | 7,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 93 756 | 1,26 | 14 196 | 8,63 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 4 999 | 0,00 | 757 | 7,23 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 12 815 | −5,41 | 1 936 | 1,20 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 3 194 | −0,84 | 484 | 6,39 | ||||
| 2026-04-24 | 13F | Letson Investment Management, Inc. | 1 350 | 204 | ||||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 1 477 | 0,00 | 224 | 7,21 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 230 707 | 0,70 | 34 931 | 8,02 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 26 229 | 21,80 | 3 971 | 30,67 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 4 184 | 0,14 | 634 | 7,47 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 10 751 | 408,56 | 1 628 | 445,97 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 43 466 | −7,90 | 6 581 | −1,19 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1 160 | 0,78 | 176 | 8,02 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 27 083 | 13,46 | 4 | 33,33 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 6 255 | 0,06 | 947 | 7,37 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 415 | 0,00 | 63 | 6,90 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 1 521 | 0,00 | 230 | 7,48 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 4 176 | 1,29 | 632 | 8,78 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 4 308 | 2,13 | 652 | 9,58 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 10 646 | 2,18 | 1 612 | 9,59 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 115 | 0,00 | 17 | 6,25 | ||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 2 134 | 0,00 | 323 | 7,31 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 1 405 | 213 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 280 | 0,00 | 42 | 7,69 | ||||
| 2026-04-16 | 13F | Greenfield Savings Bank | 4 840 | 0,00 | 733 | 7,17 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 29 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 150 983 | −15,88 | 22 860 | −7,31 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 1 590 | 10,34 | 241 | 17,56 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1 422 | 0,00 | 215 | 7,50 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 13 425 | −0,20 | 2 033 | 7,06 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 46 312 | 2,71 | 7 012 | 10,18 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 100 | 0,00 | 15 | 7,14 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 3 408 | −12,01 | 516 | −5,49 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 3 026 | 0,00 | 458 | 7,26 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 74 238 | 13,62 | 11 240 | 21,88 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 27 372 | −0,10 | 4 144 | 7,16 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 1 790 | 0,00 | 271 | 7,54 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 23 325 | 1,33 | 3 532 | 8,71 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 5 270 | 0,00 | 798 | 7,27 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 28 752 | −1,97 | 4 353 | 5,17 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8 923 | 18,61 | 1 351 | 27,33 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 570 | 0,00 | 86 | 7,50 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 539 922 | 5,86 | 81 750 | 13,57 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 3 395 | 4,62 | 514 | 12,47 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 6 129 | 0,00 | 928 | 7,17 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 2 092 | 0,00 | 317 | 7,12 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 368 | 56 | ||||||
| 2026-04-08 | 13F | David J Yvars Group | 13 692 | 2,81 | 2 070 | 10,05 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1 695 | 257 | ||||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 8 408 | 3,28 | 1 273 | 10,79 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 70 643 | 0,30 | 10 696 | 7,61 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 15 474 | 108,40 | 2 343 | 123,69 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9 907 | 0,00 | 1 500 | 7,30 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1 367 | 208 | ||||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 4 024 | 0,50 | 608 | 7,43 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1 845 | −9,78 | 279 | −3,12 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2 095 | 2,70 | 317 | 10,45 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5 638 | 0,00 | 854 | 7,30 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 165 348 | 0,20 | 25 035 | 7,49 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 7 908 | 6,03 | 1 197 | 13,78 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 200 | −55,75 | 30 | −52,38 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 2 960 | 0,00 | 448 | 7,43 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 3 175 | 2,45 | 481 | 9,84 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21 389 | −1,69 | 3 238 | 5,47 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 14 552 | 2 203 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 3 485 | 528 | ||||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 1 589 | 0,00 | 241 | 7,14 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 3 675 | −14,04 | 556 | −7,79 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 13 382 | 0,00 | 2 026 | 7,31 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 6 115 | −1,86 | 926 | 5,23 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 1 922 | 0,73 | 291 | 8,18 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 120 | 18 | ||||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 8 880 | −0,18 | 1 344 | 7,09 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 1 771 | 268 | ||||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 35 | 0,00 | 5 | 25,00 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 36 388 | 0,07 | 5 509 | 6,64 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 12 564 | −2,71 | 1 902 | 4,39 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 8 370 | 39,80 | 1 267 | 50,12 | ||||
| 2026-05-14 | 13F | Jupiter Wealth Management LLC | 6 496 | 0,00 | 988 | −2,76 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 297 | 0,00 | 45 | 7,32 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 2 567 | 0,00 | 389 | 7,18 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 62 064 | −2,75 | 9 397 | 4,33 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2 710 | 0,00 | 410 | 7,33 | ||||
| 2026-04-07 | 13F | Eastern Bank | 8 630 | −2,03 | 1 307 | 5,07 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 24 924 | 2,06 | 3 774 | 9,49 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 1 375 | −93,70 | 208 | −93,25 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1 471 | 3,66 | 223 | 11,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 791 778 | 0,13 | 271 293 | 7,42 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 5 405 | 8,64 | 763 | 7,93 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 2 875 | 0,00 | 435 | 7,41 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 12 264 | −3,84 | 1 857 | 3,11 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 5 144 | −2,83 | 779 | 4,15 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 1 693 | 0,30 | 256 | 7,56 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 21 996 | 9,87 | 3 340 | 12,84 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 7 678 | −0,93 | 1 084 | −1,63 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 418 | −3,24 | 63 | 5,00 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 114 647 | 3,37 | 17 359 | 10,89 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 8 201 | −0,07 | 1 242 | 7,17 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 316 | 0,64 | 48 | 6,82 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 653 948 | −0,01 | 99 014 | 7,27 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 3 545 | −22,80 | 537 | −17,28 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 28 187 | 74,81 | 4 268 | 87,56 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 1 742 | 1,28 | 264 | 8,68 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 7 000 | 0,00 | 1 060 | 7,29 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 27 273 | 1,53 | 4 129 | 8,92 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 13 453 | 0,00 | 2 037 | 7,27 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 11 223 | −3,43 | 1 699 | 3,60 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 1 807 | −6,42 | 274 | 0,37 | ||||
| 2026-05-01 | 13F | First Fiduciary Investment Counsel, Inc. | 2 872 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 6 449 | 0,00 | 976 | 7,25 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 1 587 | 0,00 | 240 | 7,62 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 1 500 | 0,00 | 227 | 7,11 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 57 | 1,79 | 9 | 14,29 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 4 845 | 0,00 | 734 | 7,32 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 384 | 0,52 | 58 | 9,43 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8 671 | 43,35 | 1 313 | 53,81 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 8 012 | −3,33 | 1 213 | 3,76 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 5 490 | 0,00 | 831 | 7,36 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 260 | 0,00 | 39 | 8,33 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 75 | 0,00 | 11 | 10,00 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 1 942 | 0,78 | 294 | 8,09 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5 284 | −28,03 | 793 | −23,55 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9 645 | −0,62 | 1 460 | 6,65 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 551 385 | 8,64 | 83 486 | 16,54 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 1 775 | 0,62 | 269 | 8,06 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 7 093 | −0,49 | 1 074 | 6,66 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 10 045 | 0,38 | 1 521 | 7,65 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 220 488 | −1,17 | 33 384 | 6,02 | ||||
| 2026-04-21 | 13F | Sandro Wealth Management LLC | 2 334 | −27,20 | 353 | −21,90 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 1 979 | 21,56 | 300 | 30,57 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 957 | 0,63 | 145 | 7,46 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 140 | 0,00 | 21 | 10,53 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 4 518 | −2,17 | 684 | 5,07 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 1 918 | −2,04 | 290 | 5,07 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 1 672 | −1,47 | 253 | 5,86 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 34 081 | −2,66 | 5 160 | 1,44 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 8 883 | 3,19 | 1 345 | 10,71 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 1 631 | 14,86 | 230 | 14,43 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 3 432 | 0,00 | 520 | 0,58 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 11 368 | 1 721 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1 163 600 | −2,21 | 176 181 | 4,91 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 12 420 | 0,43 | 1 881 | 7,74 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 2 606 | −17,40 | 399 | −11,33 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3 701 | 44,85 | 560 | 55,56 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 | −98,92 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 91 571 | 2,89 | 13 865 | 10,37 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 152 | 0,00 | 23 | 9,52 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 36 537 | 5 532 | ||||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 460 | 70 | ||||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 3 010 | 0,00 | 456 | 7,04 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 34 582 | −0,23 | 5 236 | 7,03 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 7 569 | 1 146 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 303 | 46 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 245 | −2,00 | 37 | 5,71 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 6 901 | 17,93 | 1 045 | 26,55 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 3 120 | 0,00 | 472 | 7,27 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 7 720 | 46,60 | 1 182 | 59,08 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 82 521 | 0,00 | 12 495 | 7,28 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1 348 | 204 | ||||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 56 527 | −0,27 | 8 559 | 6,99 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 7 120 | 0,00 | 1 078 | 7,37 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 36 595 | 2,75 | 5 541 | 10,23 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 16 660 | 0,60 | 2 522 | 7,92 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2 569 | 0,00 | 389 | 7,18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 44 001 | 27,31 | 6 662 | 36,57 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 333 | 0,00 | 50 | 6,38 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1 647 | −96,26 | 249 | −96,00 | ||||
| 2026-04-15 | 13F | City Holding Co | 17 681 | −8,53 | 2 677 | −1,87 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 2 970 | 450 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 2 187 | 0,00 | 331 | 7,47 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 3 470 | 0,00 | 525 | 7,36 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 10 849 | 117,37 | 1 643 | 133,24 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 14 734 | 0,55 | 2 231 | 7,83 | ||||
| 2026-01-15 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 4 874 | 0,45 | 738 | 7,75 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 15 | 0,00 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 12 146 | −20,73 | 1 839 | −14,99 | ||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 1 524 | 0,00 | 231 | 0,88 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 11 300 | 189,74 | 1 711 | 210,91 | |||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 4 692 | −2,92 | 710 | 4,11 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 49 200 | 778,57 | 7 449 | 842,91 | |||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 1 | −99,72 | 0 | −100,00 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 3 964 | 0,61 | 600 | 7,91 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 270 | 0,00 | 495 | 7,38 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 1 840 | 0,00 | 279 | 7,34 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 7 080 | −0,70 | 1 072 | 6,46 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 1 548 | 0,00 | 234 | 7,34 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 16 028 | 2 427 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 918 | 1,53 | 2 107 | 8,95 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1 429 | −0,07 | 216 | 7,46 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 21 354 | 0,09 | 3 233 | 7,37 | ||||
| 2026-05-14 | 13F | Edgewood Management Llc | 54 926 | 5,78 | 8 316 | 13,48 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 26 587 | 1,73 | 4 026 | 9,14 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 38 986 | −18,64 | 5 903 | −12,72 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 14 154 | −1,08 | 2 143 | 6,14 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 5 128 | 0,00 | 776 | 7,33 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 14 439 | 0,05 | 2 186 | 7,37 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 155 | 23 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 98 909 | 36,62 | 14 974 | 46,58 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 26 319 | 0,66 | 3 985 | 7,97 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 5 194 | −1,16 | 786 | 6,07 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1 087 | 0,00 | 165 | 7,19 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 15 343 | −93,92 | 2 397 | −93,27 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Nwam Llc | 12 602 | −1,85 | 1 908 | 1,01 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 2 533 | −1,94 | 384 | 5,22 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 2 868 | 0,07 | 434 | 7,43 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 11 177 | 0,00 | 1 692 | 7,29 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 2 341 | −7,80 | 354 | −1,12 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 1 961 | 0,00 | 297 | 7,25 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 459 | 0,00 | 69 | 7,81 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 9 442 | −5,50 | 1 430 | 1,35 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 357 | 0,00 | 54 | 5,88 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 11 305 | 3,07 | 1 712 | 10,60 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 51 | 0,00 | 8 | 0,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 181 493 | 1,33 | 27 480 | 8,70 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2 476 | −0,80 | 375 | 6,25 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 10 851 | 8,79 | 1 643 | 16,70 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 7 922 | 5,26 | 1 200 | 12,90 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 2 553 | 0,00 | 387 | 7,22 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 7 087 | 1,27 | 1 073 | 8,71 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 11 652 | 2,36 | 1 764 | 9,84 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 2 226 | 0,00 | 337 | 7,32 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 487 430 | 6,12 | 225 212 | 13,84 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 110 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 6 000 | 0,00 | 908 | 7,33 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 200 | 0,00 | 30 | 7,14 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7 538 | −19,84 | 1 141 | −14,02 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 210 | 0,00 | 32 | 6,90 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 163 | 25 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 2 169 | 328 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 13 558 | 15,42 | 2 053 | 23,84 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 36 485 | 1,12 | 5 524 | 8,48 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 103 563 | 11,04 | 15 680 | 19,12 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 487 | 0,00 | 74 | 7,35 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 24 755 | −7,45 | 3 748 | −0,72 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3 265 | 0,03 | 494 | 7,39 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 415 | 0,00 | 63 | 6,90 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 785 | 10,46 | 270 | 18,42 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4 340 | 0,63 | 1 | |||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 176 | 1,15 | 27 | 8,33 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 1 145 | 0,00 | 173 | 7,45 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 1 548 | 0,00 | 234 | 7,34 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1 698 | 0,00 | 257 | 7,53 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 668 | 33,60 | 101 | 44,29 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 3 100 | 0,13 | 469 | 7,57 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 253 777 | 3,34 | 38 424 | 10,86 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 142 | 0,00 | 21 | 5,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 009 | 0,00 | 153 | 7,04 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 20 151 | 0,00 | 3 072 | 7,98 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 14 415 | 0,00 | 2 183 | 7,28 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 3 073 | −17,83 | 465 | −11,76 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 16 774 | −4,05 | 2 540 | 2,92 | ||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 38 931 | −4,54 | 5 895 | 2,40 | ||||
| 2026-04-10 | 13F | Franklin Street Advisors Inc /nc | 17 000 | 0,00 | 2 574 | 7,25 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 3 180 | 0,00 | 481 | 7,37 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 1 578 | 0,77 | 239 | 8,18 | ||||
| 2026-05-01 | 13F | Avion Wealth | 1 978 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 4 277 | 11,85 | 648 | 18,72 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 12 999 | 11,04 | 1 968 | 19,13 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 2 336 | 245,56 | 354 | 271,58 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 49 492 | 1,38 | 7 494 | 8,77 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 088 | 154 | ||||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 2 210 | −1,16 | 335 | 6,03 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 1 849 | −0,75 | 280 | 6,49 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 5 798 | −2,31 | 878 | 4,78 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5 679 | −5,48 | 860 | 1,42 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 1 286 | 0,00 | 195 | 7,18 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 3 625 | 0,00 | 1 | |||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 1 400 | 212 | ||||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 1 500 | −3,23 | 227 | 4,13 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 32 982 | 0,00 | 4 994 | 7,26 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 18 258 | 2 764 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 31 281 | −0,15 | 4 859 | 9,88 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 132 078 | 3,51 | 19 998 | 11,03 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 2 679 | −20,65 | 406 | −14,92 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 692 694 | −0,17 | 104 881 | 7,09 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 20 329 | −7,97 | 3 078 | −1,25 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 17 002 | −0,66 | 2 574 | 6,58 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 550 | −42,23 | 83 | 7,79 | ||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 1 526 | 4,88 | 231 | 12,68 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4 560 | −0,13 | 690 | 7,14 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 2 486 | −39,69 | 376 | −35,28 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 9 198 | 9,42 | 1 393 | 17,37 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 144 | 0,00 | 22 | 5,00 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 1 337 | 202 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 1 953 | −39,96 | 296 | −35,73 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 5 640 | 99,79 | 854 | 114,32 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 7 719 | −5,17 | 1 169 | 1,74 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 4 015 | 608 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 14 695 | 21,23 | 2 | 100,00 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 14 083 | 0,06 | 2 132 | 7,35 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 1 657 | −10,48 | 251 | −4,21 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 29 817 | −0,36 | 4 515 | 6,89 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 1 608 | 0,00 | 244 | 4,27 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 6 212 | 0,08 | 951 | 3,03 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 727 300 | 3 629,74 | 110 120 | 3 901,45 | |||
| 2026-01-29 | 13F | Vanguard Group Inc | 31 901 | 0,15 | 4 502 | −0,53 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 1 040 | −4,59 | 157 | 2,61 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 1 351 | 205 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 6 838 | −2,98 | 1 035 | 4,12 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 53 100 | 503,41 | 8 040 | 547,26 | |||
| 2026-05-08 | 13F | Firestone Capital Management | 1 601 | 0,00 | 242 | 7,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2 166 | 8,90 | 328 | 16,79 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 2 400 | 8,11 | 352 | 12,46 | ||||
| 2026-01-30 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 3 572 | 0,00 | 541 | 7,14 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 206 300 | −68,00 | 31 236 | −65,67 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 18 800 | 2 847 | |||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 311 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2 103 | 0,00 | 318 | 7,43 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 5 600 | 0,00 | 848 | 7,22 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 29 069 | 3,31 | 4 401 | 10,83 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 10 054 | 9,57 | 1 522 | 17,53 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 4 457 | 56,94 | 675 | 68,50 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 50 | 2,04 | 8 | 16,67 | ||||
| 2026-04-23 | 13F | Simmons Bank | 12 434 | 0,00 | 1 883 | 7,30 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 8 298 | 0,00 | 1 256 | 7,26 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 13 159 | −14,58 | 1 992 | −8,37 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 4 313 | 0,00 | 653 | 7,40 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 608 990 | −5,11 | 243 617 | 1,79 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 1 375 | 208 | ||||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 4 192 | −1,39 | 635 | 5,67 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1 600 | −30,28 | 242 | −25,08 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 15 444 | −0,10 | 2 338 | 7,15 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 1 691 | 0,00 | 256 | 7,56 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1 198 | 0,00 | 181 | 7,10 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 3 079 | 1,02 | 466 | 8,37 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 4 334 | 0,00 | 656 | 7,36 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 7 584 | 13,55 | 1 148 | 21,87 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1 709 | 0,00 | 259 | 7,05 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2 202 | 3,38 | 333 | 11,00 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 1 922 | 0,00 | 291 | 7,01 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 9 309 | 2,68 | 1 409 | 10,16 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 5 064 | 0,78 | 767 | 8,04 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 885 | −15,31 | 134 | −9,52 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 6 766 | −0,78 | 1 024 | 6,44 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 10 560 | −2,05 | 1 599 | 5,06 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1 808 | 20,53 | 274 | 29,38 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 15 253 | 0,00 | 2 309 | 7,30 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 482 | 0,00 | 0 | −100,00 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 30 459 | −0,04 | 4 612 | 7,23 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2 395 | 0,08 | 365 | 4,90 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 550 | 83 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 1 949 | −1,47 | 295 | 5,73 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 3 113 | 14,74 | 471 | 23,30 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 21 916 | −0,65 | 3 318 | 6,59 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 23 458 | 0,00 | 3 552 | 7,28 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 5 920 | −10,49 | 904 | −3,22 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 28 173 | 10,61 | 4 266 | 18,67 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2 190 | 331 | ||||||
| 2026-04-27 | 13F | Insight Inv LLC | 812 | −51,14 | 123 | −47,86 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 455 | 69 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 339 | 0,62 | 808 | 8,02 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 10 062 | −0,03 | 1 524 | 7,25 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 7 058 | −1,74 | 1 069 | 5,43 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 7 711 | −36,11 | 1 169 | −32,54 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Moment Partners, LLC | 258 828 | 0,60 | 39 189 | 7,92 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1 253 | 190 | ||||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 30 088 | −3,22 | 4 556 | 3,83 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 9 035 | 0,00 | 1 368 | 7,22 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 6 851 | 0,45 | 1 037 | 7,80 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 7 909 | 4,63 | 1 198 | 12,29 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 5 743 | 0,00 | 870 | 7,28 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 2 884 | 34,39 | 437 | 44,37 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 19 364 | 10,47 | 2 932 | 17,24 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 32 822 | −1,46 | 4 970 | 5,72 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 5 233 | 0,52 | 792 | 7,90 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 1 500 | 0,00 | 227 | 7,58 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 167 | 0,60 | 25 | 8,70 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 144 903 | −12,97 | 21 940 | −6,64 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 3 480 | 0,06 | 527 | 7,35 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 2 130 | 323 | ||||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 2 319 | 0,00 | 351 | 7,34 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 1 350 | 204 | ||||||
| 2026-04-21 | 13F | Welch Group, LLC | 4 667 | −66,56 | 707 | −64,14 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 3 318 | 10,31 | 502 | 18,40 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 30 141 | 10,38 | 4 564 | 18,40 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 108 | 0,00 | 168 | 7,05 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2 561 | 8,70 | 388 | 16,57 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 6 626 | −7,02 | 1 003 | −0,20 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 7 465 | −2,46 | 1 130 | 4,63 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 3 028 | −25,78 | 458 | −20,35 |
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