GLDM - World Gold Trust - SPDR Gold MiniShares Trust Aktier - Aktiekurs, institutionellt ägande, aktieägare

World Gold Trust - SPDR Gold MiniShares Trust
MX ˙ BMV ˙ US98149E3036
Grundläggande statistik
Institutionella ägare 918 total, 918 long only, 0 short only, 0 long/short - change of % MRQ
Institutionella aktier (lång) 163 960 497 (ex 13D/G)
Institutionellt värde (lång) $ 14 804 882 USD ($1000)
Institutionellt ägande och aktieägare

World Gold Trust - SPDR Gold MiniShares Trust (MX:GLDM) har 918 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 163,960,497 aktier. Största aktieägare inkluderar Sumitomo Mitsui Trust Holdings, Inc., Wells Fargo & Company/mn, Morgan Stanley, Evoke Wealth, Llc, Bank Of America Corp /de/, Empower Advisory Group, LLC, State Street Corp, Cassaday & Co Wealth Management LLC, Resona Asset Management Co.,Ltd., and UBS Group AG .

World Gold Trust - SPDR Gold MiniShares Trust (BMV:GLDM) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

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13F- och NPORT-arkiveringar

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.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2026-02-11 13F MidWestOne Financial Group, Inc. 16 754 43,70 1 430 60,49
2026-05-05 13F Covestor Ltd 20 17,65 0
2026-05-06 13F Aspetuck Financial Management LLC 28 710 1,47 2 661 10,19
2026-04-24 13F NavPoint Financial, Inc. 257 179 0,81 23 838 9,46
2026-05-04 13F Integrity Wealth Solutions LLC 87 183 −3,33 8 081 4,96
2026-04-22 13F Stone Point Wealth LLC 2 374 0,00 220 8,91
2026-05-21 13F Groupe la Francaise 300 0,00 24 14,29
2026-05-01 13F Signature Resources Capital Management, LLC 60 0,00 6 0,00
2026-05-15 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 4 150 18,57 385 28,86
2026-04-30 13F Beacon Financial Group 2 733 −34,29 253 −28,73
2026-05-09 13F MSH Capital Advisors LLC 10 416 −15,03 965 −7,74
2026-04-07 13F CoreCap Advisors, LLC 214 228 0,77 19 857 9,41
2026-05-01 13F S. R. Schill & Associates 15 346 −12,81 1 422 −5,33
2026-04-09 13F Pacifica Partners Inc. 304 28
2026-05-05 13F Net Worth Advisory Group 4 070 −6,59 377 1,62
2026-05-14 13F EP Wealth Advisors, Inc. 16 431 −13,43 1 523 −6,05
2026-04-22 13F WestEnd Advisors, LLC 943 −58,33 87 −54,92
2026-05-15 13F National Bank Of Canada /fi/ 690 64
2026-04-22 13F Detalus Advisors, LLC 50 466 −45,08 4 678 −40,37
2026-02-13 13F Glen Eagle Advisors, LLC 0 −100,00 0
2026-05-06 13F Main Street Group, LTD 227 21
2026-05-11 13F Destiny Capital Corp/CO 12 464 19,98 1 155 30,36
2026-05-29 13F Asset Dedication, LLC 210 100,00 19 137,50
2026-04-06 13F InTrack Investment Management Inc 18 331 −2,24 1 699 6,19
2026-05-12 13F Creative Planning 546 469 −1,94 50 652 6,47
2026-01-13 13F Synergy Financial Management, LLC 0 −100,00 0 −100,00
2026-04-17 13F Vermillion Wealth Management, Inc. 4 942 0,00 458 8,79
2026-01-30 13F Heritage Investment Group, Inc. 0 −100,00 0
2026-05-11 13F WFA of San Diego, LLC 31 291 −8,00 2 900 −0,10
2026-05-04 13F Redwood Park Advisors LLC 2 586 42,87 240 55,19
2026-04-15 13F Signature Estate & Investment Advisors Llc 2 353 509 218 147
2026-05-14 13F Tableaux Llc 13 773 219,11 1 277 247,68
2026-05-15 13F Change Path, LLC 109 897 3,39 10 186 12,25
2026-04-22 13F Janney Montgomery Scott LLC 0 −100,00 0
2026-05-14 13F Us Bancorp \de\ 1 064 169 16,99 98 638 27,02
2026-05-15 13F Tower Research Capital LLC (TRC) 1 009 769,83 94 933,33
2026-04-29 13F Standard Life Aberdeen plc 14 880 126,79 1 379 146,25
2026-04-21 13F Maseco Llp 1 394 129
2026-05-15 13F Fiduciary Trust Co 27 739 13,37 2 571 23,13
2026-05-15 13F Susquehanna International Group, Llp 49 124 48,11 4 553 60,83
2026-04-02 13F Ares Financial Consulting, LLC 7 590 23,58 716 36,45
2026-05-15 13F Delaware Management Holdings, Inc. 15 233 1 412
2026-05-11 13F Newport Capital Group, LLC 0 −100,00 0 −100,00
2026-04-08 13F Grove Bank & Trust 100 0,00 9 12,50
2026-05-15 13F Fullerton Fund Management Co Ltd 328 706 −9,88 30 468 −2,15
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-04-20 13F Ritholtz Wealth Management 2 250 209
2026-01-20 13F Austin Private Wealth, LLC 142 920 −8,15 12 201 2,57
2026-05-15 13F Nissay Asset Management Corp /japan/ /adv 839 269 35,60 77 792 47,23
2026-05-12 13F Vaughan David Investments Inc/il 26 600 2
2026-05-13 13F Signature Equity Partners, LLC 792 810,34 73 942,86
2026-04-13 13F Hudson Capital Management LLC 108 723 −5,16 10 078 2,97
2026-05-12 13F Kovack Advisors, Inc. 11 807 10,58 1 098 20,42
2026-04-28 13F Fortis Capital Advisors, LLC 2 689 −57,07 249 −53,37
2026-05-08 13F Joseph Group Capital Management 49 997 −5,47 4 634 2,64
2026-05-05 13F Plante Moran Financial Advisors, LLC 449 0,00 42 7,89
2026-05-13 13F Marex Group plc 44 996 −8,15 4 171 −0,29
2026-04-08 13F Inspirion Wealth Advisors, Llc 118 365 4,65 10 971 13,62
2026-04-28 13F SBI Securities Co., Ltd. 581 505 8,98 53 900 18,33
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 155 14
2026-05-14 13F Cwm, Llc 922 738 −0,94 85 529 108 163,29
2026-04-29 13F Invested Advisors 2 309 −2,61 214 5,94
2026-04-21 13F Wedbush Securities Inc 8 046 −9,96 1
2026-05-12 13F Teachers Insurance & Annuity Association Of America 1 085 101
2026-02-17 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-04-27 13F Pensionmark Financial Group, Llc 8 222 14,04 762 23,90
2026-04-15 13F LongView Wealth Management 3 734 5,96 358 11,88
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 6 891 8,30 639 17,50
2026-04-14 13F Focus Financial Network, Inc. 15 734 −45,68 1 458 −41,02
2026-05-12 13F Focused Alpha, Llc 9 496 −5,42 880 2,68
2026-05-12 13F Colonial Trust Advisors 150 0,00 14 8,33
2026-05-14 13F Fortis Advisors, LLC 46 756 −28,73 4 333 −22,62
2026-04-09 13F Tompkins Financial Corp 20 0,00 2 0,00
2026-05-13 13F Heritage Wealth Advisors 30 232 32,66 2 802 44,06
2026-02-12 13F Alaska Permanent Fund Corp 0 −100,00 0
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 176 274 15 049
2026-04-14 13F Tradewinds Capital Management, LLC 413 927 −7,48 38 367 0,45
2026-05-14 13F Delos Wealth Advisors, LLC 546 51
2026-05-12 13F BlackDiamond Wealth Management Inc. 24 616 −26,48 2 282 −32,25
2026-04-13 13F Richard P Slaughter Associates Inc 57 099 6,48 5 293 15,62
2026-04-30 13F Resona Asset Management Co.,Ltd. 3 236 300 45,15 289 066 51,11
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 −100,00 0
2026-05-13 13F Tobias Financial Advisors, Inc. 2 520 4,48 234 13,66
2026-04-16 13F XML Financial, LLC 0 −100,00 0
2026-05-05 13F Prosperity Consulting Group, LLC 7 058 −31,30 654 −25,43
2026-05-07 13F D'Orazio & Associates, Inc. 2 290 212
2026-04-27 13F Capital Financial Group Inc\co\ /adv 31 543 −8,71 2 924 −0,88
2026-05-13 13F Consultiva Wealth Management, Corp. 215 20
2026-04-24 13F Livet Wealth, LLC 4 040 0,00 374 8,72
2026-05-11 13F Elevation Wealth Management LLC 2 319 −11,52 215 −4,04
2026-04-22 13F Asset Allocation Strategies LLC 3 110 7,09 288 16,60
2026-04-23 13F Impact Partnership Wealth, LLC 2 360 −21,07 219 −14,51
2026-05-05 13F Soundwatch Capital LLC 2 667 0,00 247 8,81
2026-05-04 13F Wealthgarden F.s. Llc 2 366 −35,85 219 −40,65
2026-04-09 13F Clarity Capital Advisors, LLC 5 197 482
2026-05-13 13F Lido Advisors, LLC 77 825 −17,65 7 214 −7,77
2026-05-01 13F Advisors Capital Management, LLC 7 159 0,00 664 8,51
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 49 0,00 0
2026-04-23 13F Foronjy Financial Llc 19 242 1,15 1 784 9,79
2026-04-20 13F Chatham Capital Group, Inc. 97 302 −18,49 9 019 −11,51
2026-05-05 13F Atria Investments Llc 23 625 −57,69 2 190 −54,08
2026-04-23 13F Howard Bailey Securities, Llc 0 −100,00 0
2026-04-24 13F Private Advisor Group, LLC 682 057 −26,23 63 220 −19,91
2026-05-05 13F Collaborative Wealth Managment Inc. 38 379 18,46 3 557 28,64
2026-02-05 13F May Hill Capital, LLC 0 −100,00 0
2026-05-04 13F Souders Financial Advisors 6 010 0,00 557 8,58
2026-04-30 13F First Horizon Corp 1 256 −44,08 116 −39,27
2026-05-16 13F Sunbelt Securities, Inc. 98 0,00 9 12,50
2026-04-15 13F Silverlake Wealth Management Llc 5 033 −2,04 467 6,39
2026-04-16 13F Tactive Advisors, LLC 6 187 −11,26 573 −3,70
2026-04-28 13F LGT Financial Advisors LLC 1 227 −24,40 114 −18,12
2026-05-11 13F Integrity Advisory Solutions, LLC 8 085 4,35 749 13,31
2026-05-01 13F Sage Private Wealth Group, Llc 165 617 −4,75 15 350 3,41
2026-04-16 13F Sentinel Pension Advisors Inc 401 802 0,77 37 243 9,41
2026-05-12 13F Greenwich Wealth Management LLC 4 963 13,36 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 423 360 −6,96 39 241 1,02
2026-05-11 13F Wells Fargo & Company/mn 9 505 554 20,11 881 070 30,41
2026-05-13 13F Kingdom Financial Group LLC. 469 −82,84 43 −81,55
2026-04-16 13F Paladin Wealth, LLC 20 017 9,45 1 855 18,83
2026-04-21 13F Family Wealth Group, LLC 0 −100,00 0
2026-05-04 13F Envestnet Asset Management Inc 1 147 085 −7,72 106 323 0,20
2026-04-27 13F Sound Income Strategies, LLC 655 0,00 62 3,39
2026-05-12 13F Hutchinson Capital Management/ca 25 437 0,00 2 358 8,57
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 18 425 36,44 1 708 25,70
2026-05-01 13F International Assets Investment Management, Llc 6 605 266,94 623 306,54
2026-04-22 13F Eqis Capital Management, Inc. 3 582 332
2026-05-01 13F Mutual Advisors, LLC 41 316 −2,20 3 830 6,18
2026-04-16 13F Forbes J M & Co Llp 29 211 0,00 2 708 8,58
2026-05-05 13F Theory Financial Llc 6 904 −65,22 640 −67,82
2026-02-17 13F High Falls Advisors, Inc 6 968 5,56 595 17,86
2026-05-04 13F Nwam Llc 15 883 7,38 1 472 −0,47
2026-05-05 13F Fisher Asset Management, LLC 2 173 −79,01 202 −77,24
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 0 −100,00 0
2026-04-30 13F Money Concepts Capital Corp 0 −100,00 0
2026-04-29 13F American Capital Advisory, LLC 44 0,00 4 33,33
2026-04-20 13F Financial Enhancement Group LLC 46 283 −28,30 4 445 −27,92
2026-04-23 13F Oregon Pacific Wealth Management, LLC 2 662 −29,50 247 −23,60
2026-04-14 13F LifeGoal Wealth Advisors 25 011 2 359
2026-04-06 13F Rosenberg Matthew Hamilton 2 162 0,00 200 8,70
2026-04-15 13F Merit Financial Group, LLC 34 401 −21,73 3 189 −15,03
2026-04-29 13F/A Salem Investment Counselors Inc 252 23
2026-05-12 13F Laurel Wealth Advisors LLC 0 −100,00 0
2026-05-06 13F LPL Financial LLC 3 022 407 0,99 280 147 9,65
2026-04-06 13F Miller Global Investments, LLC 6 594 −5,72 611 2,35
2026-04-07 13F Myecfo, Llc 23 713 6,23 2 198 15,33
2026-04-07 13F Park Avenue Securities Llc 0 −100,00 0
2026-05-14 13F Manhattan West Asset Management, LLC 6 313 105,50 585 123,28
2026-05-14 13F Modern Wealth Management, LLC 112 332 2 805,64 10 593 3 109,70
2026-05-06 13F Great Lakes Retirement, Inc. 0 −100,00 0
2026-02-12 13F Mizuho Bank, Ltd. 0 −100,00 0 −100,00
2026-04-01 13F Bangor Savings Bank 468 008 6,59 43 380 15,73
2026-04-10 13F Cassilly Financial Group LLC 12 947 −0,14 1 200 8,50
2026-04-17 13F Forbes Financial Planning, Inc. 53 746 6,68 4 982 15,81
2026-05-06 13F Bartlett & Co. Wealth Management Llc 148 0,00 13 8,33
2026-05-15 13F Transamerica Financial Advisors, Inc. 84 808 −1,57 7 861 6,87
2026-05-14 13F Northern Trust Corp 2 222 206
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 13 601 1,17 1 261 9,85
2026-05-12 13F Thoroughbred Financial Services, Llc 4 756 0,00 0
2026-05-07 13F Continuum Wealth Advisors, Llc 254 653 −8,14 23 604 −0,27
2026-04-30 13F Csenge Advisory Group 0 −100,00 0
2026-02-06 13F Heritage Investors Management Corp 0 −100,00 0
2026-04-02 13F Aspect Partners, LLC 40 100,00 4 200,00
2026-04-14 13F XY Planning Network, Inc. 16 493 97,76 1 555 118,71
2026-04-27 13F Meredith Wealth Planning 4 197 0,00 389 8,66
2026-05-01 13F Wealthspire Advisors, LLC 60 572 90,30 5 614 106,62
2026-04-28 13F Oceanside Advisors LLC 5 527 −1,23 512 7,34
2026-05-14 13F Pinnacle Financial Partners, Inc. 99 139 −0,71 9 189 7,80
2026-04-13 13F Bouchey Financial Group Ltd 3 110 −1,14 294 9,33
2026-04-28 13F Encompass More Asset Management 210 028 9,39 19 467 18,77
2026-05-01 13F Capital Squared Financial LLC 2 655 −7,65 246 0,41
2026-04-30 13F Private Trust Co Na 6 748 −0,62 625 7,94
2026-04-30 13F Range Financial Group LLC 2 327 −56,46 216 −52,85
2026-05-12 13F Independent Advisor Alliance 70 908 6 572
2026-05-01 13F Valmark Advisers, Inc. 45 448 12,07 4 213 21,70
2026-04-10 13F Abound Wealth Management 601 56
2026-02-17 13F Capitolis Liquid Global Markets LLC 720 200 −0,06 61 483 11,61
2026-04-29 13F Horst & Graben Wealth Management LLC 39 757 −65,69 3 683 −62,79
2026-04-30 13F Acorn Wealth Advisors, LLC 11 352 2,02 1 052 10,85
2026-05-01 13F Holistic Planning, LLC 24 735 −0,72 2 293 7,81
2026-01-15 13F PFG Private Wealth Management, LLC 0 −100,00 0
2026-04-13 13F Bank of New Hampshire 928 86
2026-05-13 13F Principal Securities, Inc. 6 059 −2,54 562 5,85
2026-05-04 13F Oasis Advisors, LLC 2 261 210
2026-05-05 13F Almanack Investment Partners, LLC. 7 335 33,24 680 44,78
2026-05-14 13F Seven Post Investment Office LP 70 501 2,01 6 535 10,75
2026-05-15 13F Brown Financial Advisors 28 995 9,50 2 688 18,89
2026-04-22 13F Peak Financial Advisors Llc 165 427 −17,61 15 333 −10,55
2026-04-30 13F Costello Asset Management, INC 404 0,00 37 8,82
2026-05-05 13F Cherry Tree Wealth Management, LLC 38 4
2026-04-27 13F DeDora Capital, Inc. 68 561 25,42 6 355 36,18
2026-05-15 13F Bank Of America Corp /de/ 6 671 812 −12,90 618 410 −5,43
2026-04-07 13F Pathway Financial Advisors LLC 16 965 0,00 1 569 3,91
2026-04-28 13F Astoria Portfolio Advisors LLC. 10 539 −44,72 976 −50,58
2026-05-08 13F Valeo Financial Advisors, LLC 5 827 11,46 540 21,08
2026-05-14 13F Bank Of Nova Scotia 0 −100,00 0
2026-05-08 13F Marble Harbor Investment Counsel, LLC 48 100 −9,93 4 458 −2,19
2026-04-28 13F Stratos Wealth Partners, LTD. 225 615 11,64 20 912 21,21
2026-04-23 13F Daviman Financial, LLC 16 824 −52,43 1 559 −48,36
2026-02-12 13F NDVR, Inc. 56 736 −9,56 4 844 0,98
2026-02-06 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-04-27 13F Apeiron RIA LLC 18 268 −12,07 1 693 −11,04
2026-04-06 13F CX Institutional 11 012 −26,57 1 0,00
2026-04-17 13F Brown, Lisle/cummings, Inc. 51 121,74 5 300,00
2026-04-22 13F Apollon Wealth Management, LLC 16 926 −27,33 1 569 −21,13
2026-05-06 13F Modera Wealth Management, LLC 0 −100,00 0
2026-05-15 13F Inspire Advisors, LLC 4 102 380
2026-05-15 13F Nepc Llc 516 438 −18,67 47 869 −11,69
2026-04-14 13F Nbc Securities, Inc. 108 −94,66 10 −94,19
2026-05-04 13F Geneos Wealth Management Inc. 1 235 −9,39 114 −1,72
2026-05-08 13F Minot DeBlois Advisors LLC 75 −50,00 7 −50,00
2026-02-13 13F Safe Harbor Wealth Advisors, LLC 6 861 667
2026-05-04 13F Chicago Partners Investment Group LLC 2 690 252
2026-04-08 13F Mma Asset Management Llc 3 913 20,77 363 31,16
2026-05-08 13F SHP Wealth Management 21 082 46,95 1 954 59,64
2026-05-11 13F Stonebrook Private Inc. 2 430 −31,06 225 −25,00
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 15 512 165,66 1 438 188,55
2026-04-15 13F Diligent Investors, LLC 19 011 0,00 1 762 8,63
2026-05-12 13F Tocqueville Asset Management L.p. 14 923 0,09 1 383 8,73
2026-04-08 13F Quantum Financial Advisors, LLC 173 345 4,27 16 067 13,20
2026-04-27 13F Strathmore Capital Advisors, Inc. 2 957 276
2026-04-17 13F Nottingham Advisors, Inc. 164 385 −4,33 15 237 10,17
2026-04-20 13F Balance Wealth, LLC 3 904 0,00 362 8,41
2026-05-05 13F Wealthfront Advisers Llc 458 522 29,58 42 500 40,69
2026-05-05 13F Napier Financial, LLC 115 047 −0,42 10 664 8,11
2026-05-07 13F Facet Wealth, Inc. 3 014 11,96 279 −2,45
2026-05-01 13F Anchor Investment Management, LLC 5 899 −0,84 547 7,69
2026-04-27 13F Thrive Capital Management, LLC 46 358 −1,64 4 297 6,79
2026-05-11 13F Pathstone Holdings, LLC 2 743 254
2026-04-28 13F Tempus Wealth Planning, LLC 6 449 −41,39 598 −36,42
2026-04-21 13F Maridea Wealth Management LLC 2 440 226
2026-05-01 13F Avid Wealth Partners LLC 154 324 −1,17 14 304 7,30
2026-05-14 13F Bridgewater Advisors Inc. 45 958 0,00 4 264 −2,89
2026-05-06 13F Kera Capital Partners, Inc. 19 768 43,02 1 832 38,06
2026-05-06 13F Hartland & Co., LLC 18 641 −8,11 1 728 −0,23
2026-05-07 13F Regimen Wealth, Llc 0 −100,00 0
2026-05-14 13F Renaissance Technologies Llc 151 200 2 506,90 14 015 2 731,11
2026-05-13 13F BlackRock, Inc. 9 148 −13,32 848 −5,89
2026-05-13 13F Adviser Investments LLC 14 766 −70,33 1 369 −67,80
2026-05-14 13F Apriem Advisors 52 729 4 887
2026-05-08 13F Quantify Chaos Advisors, Llc 13 264 0,92 1 229 9,54
2026-04-10 13F Perigon Wealth Management, LLC 2 379 −48,02 221 −43,59
2026-05-15 13F Tudor Investment Corp Et Al 96 596 7,67 8 953 16,91
2026-04-15 13F Birch Capital Management, LLC 2 740 0,00 254 8,58
2026-04-16 13F Roble, Belko & Company, Inc 4 0,00 0
2026-04-20 13F Chatterton & Associates Inc. 58 151 −38,82 5 488 −32,36
2026-04-22 13F Bluesphere Advisors, LLC 2 374 −6,76 220 1,38
2026-05-11 13F Berkshire Asset Management Llc/pa 3 018 0,00 280 8,56
2026-05-06 13F Bauman Advisory Group, LLC 5 888 −1,82 546 6,65
2026-05-13 13F Hollow Brook Wealth Management LLC 1 220 485 0,15 113 127 8,74
2026-04-22 13F Princeton Global Asset Management LLC 2 420 224
2026-05-12 13F Entrust Financial Llc 14 458 −13,81 1 340 −6,42
2026-04-17 13F Total Clarity Wealth Management, Inc. 5 547 22,23 514 32,82
2026-04-22 13F Accretive Wealth Partners, LLC 129 831 1,04 12 034 9,71
2026-04-28 13F Family CFO Inc 4 684 434
2026-05-15 13F Advisory Services Network, LLC 89 255 2,16 8 273 10,93
2026-05-11 13F Peak Retirement Planning, Inc. 0 −100,00 0
2026-05-27 13F/A Maripau Wealth Management Llc 2 709 −45,33 251 −40,66
2026-02-11 13F Parallel Advisors, LLC 11 464 −18,68 979 −9,19
2026-04-22 13F Richard Bernstein Advisors LLC 18 955 −9,67 1 757 −1,95
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 91 208 −2,30 8 454 6,09
2026-05-05 13F HighTower Advisors, LLC 1 586 932 18,82 147 093 29,01
2026-04-16 13F First Community Trust Na 64 128,57 6 150,00
2026-04-15 13F Financial Management Professionals, Inc. 520 0,00 48 9,09
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 332 700 9,91 30 838 19,33
2026-02-17 13F Cambridge Associates Llc /ma/ /adv 0 −100,00 0
2026-04-29 13F CVA Family Office, LLC 265 25
2026-04-15 13F Redhawk Wealth Advisors, Inc. 2 650 −55,16 246 −51,39
2026-05-11 13F Salomon & Ludwin, LLC 2 521 −1,98 233 3,10
2026-02-05 13F Requisite Capital Management, LLC 0 −100,00 0
2026-05-04 13F Bridges Investment Management Inc 2 207 205
2026-04-29 13F Financial Life Advisors 65 860 −14,08 6 105 −6,72
2026-05-04 13F N.E.W. Advisory Services LLC 3 079 0,13 285 8,78
2026-05-05 13F Blue Water Asset Management 3 736 1,08 346 9,84
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 676 633 3,13 62 717 11,97
2026-05-14 13F Proficio Capital Partners LLC 8 685 0,00 805 8,64
2026-05-15 13F Evergreen Quality Fund GP, Ltd. 2 587 215 0,00 239 809 8,57
2026-04-21 13F Magnolia Private Wealth, LLC 146 357 382,26 3 461 33,59
2026-05-11 13F TD Capital Management LLC 1 993 0,00 185 8,24
2026-05-15 13F Brown Advisory Inc 21 255 0,09 1 970 8,72
2026-05-15 13F Vestmark Advisory Solutions, Inc. 58 835 5 453
2026-04-08 13F McNaughton Wealth Management, LLC 22 488 −57,77 2 084 −54,16
2026-04-27 13F Fulton Breakefield Broenniman Llc 340 943 170,32 31 602 193,50
2026-04-22 13F Sutton Place Investors Llc 3 601 −47,80 334 −43,37
2026-05-13 13F Alesco Advisors Llc 8 470 0,00 785 8,58
2026-04-14 13F Corecam Pte. Ltd. 8 240 92,97 764 109,62
2026-04-24 13F Key FInancial Inc 2 147 0,00 199 8,74
2026-05-08 13F Asset Management One Co., Ltd. 1 486 595 −43,31 137 792 −38,76
2026-05-12 13F Absolute Capital Management, LLC 5 258 6,09 487 15,13
2026-05-15 13F Wealth Management Nebraska 0 −100,00 0
2026-05-13 13F Transcend Wealth Collective, Llc 0 −100,00 0
2026-04-08 13F Fermata Advisors, LLC 2 508 232
2026-04-30 13F Valued Wealth Advisors LLC 61 0,00 6 0,00
2026-02-12 13F Commonwealth Equity Services, Llc 303 017 1,47 25 869 117 481,82
2026-05-15 13F Clark Capital Management Group, Inc. 73 263 −5,68 6 791 2,41
2026-05-21 13F Access Investment Management LLC 4 120 −10,43 382 8,55
2026-05-01 13F Diversify Wealth Management, Llc 720 395 12 720,70 64 814 12 608,43
2026-05-05 13F Bank of New York Mellon Corp 749 413 −10,85 69 463 −3,20
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 14 824 7,58 1 374 16,84
2026-04-13 13F Arwa Llc 4 781 43,06 451 58,25
2026-05-07 13F Confluence Wealth Services, Inc. 0 −100,00 0
2026-05-14 13F Raymond James Financial Inc 960 174 −10,79 88 999 −3,14
2026-04-08 13F Dynamic Advisor Solutions LLC 8 300 9,01 769 18,31
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-04-14 13F Prospera Financial Services Inc 3 849 0,00 357 8,54
2026-05-04 13F AMG National Trust Bank 64 085 7,38 5 940 16,58
2026-05-14 13F Capital Analysts, Inc. 15 930 5,02 1 0,00
2026-04-27 13F Greenleaf Trust 4 204 0,00 390 8,66
2026-05-14 13F Loomis Sayles & Co L P 2 010 186
2026-05-15 13F Cohen & Steers, Inc. 1 117 518 37,61 104 49,28
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 73 0,00 7 0,00
2026-05-13 13F/A Jpmorgan Chase & Co 1 130 958 −22,46 101 017 −18,87
2026-05-15 13F Cypress Capital Group 3 072 285
2026-05-06 13F Zhang Financial LLC 97 794 −0,30 9 065 8,25
2026-05-08 13F New England Private Wealth Advisors LLC 42 796 16,10 3 967 26,06
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 7 173 −39,12 665 −33,93
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 0 −100,00 0
2026-04-28 13F Walkner Condon Financial Advisors LLC 121 250 −3,24 11 239 5,06
2026-05-05 13F Bcm Advisors, Llc 18 793 139,28 1 680 116,93
2026-05-15 13F Painted Porch Advisors LLC 3 121 −0,22 289 8,24
2026-04-07 13F Farther Finance Advisors, LLC 640 580 0,77 60 406 11,31
2026-04-27 13F Lodestar Private Asset Management Llc 87 822 −3,72 8 140 4,55
2026-05-06 13F Cornerstone Planning Group LLC 8 789 12 637,68 792 11 214,29
2026-05-15 13F/A EverSource Wealth Advisors, LLC 2 503 31,60 232 42,59
2026-05-15 13F/A Independent Financial Group, Llc 26 883 −16,42 2 492 −9,25
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 18 594 406 1,13 1 723 515 9,80
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 5 130 −77,09 476 −75,14
2026-05-11 13F Daymark Wealth Partners, Llc 9 576 −2,48 888 5,85
2026-05-13 13F Green Harvest Asset Management LLC 21 904 −2,29 2 030 6,12
2026-04-13 13F Lee Financial Co 4 220 0,00 391 8,61
2026-04-22 13F Networth Advisors, LLC 21 −94,57 2 −96,97
2026-05-05 13F Evergreen Advisors, LLC 534 49
2026-05-12 13F CIBC Bancorp USA Inc. 24 011 0,36 2 226 21,65
2026-05-13 13F Lloyd Advisory Services, LLC. 469 −97,96 43 −97,81
2026-05-15 13F MidFirst Bank 3 082 −0,74 286 7,55
2026-04-15 13F Purus Wealth Management, LLC 104 119 2,89 9 651 11,72
2026-05-12 13F Aspiriant, Llc 3 902 1,69 362 10,40
2026-05-04 13F Paragon Advisors, LLC 4 033 7,89 374 16,93
2026-05-07 13F Advisor OS, LLC 20 930 1 940
2026-04-22 13F JNBA Financial Advisors 57 661 −21,17 5 345 −14,41
2026-05-06 13F Decker Wealth Management LLC 0 −100,00 0 −100,00
2026-04-17 13F Bell Investment Advisors, Inc 3 985 0,00 369 8,53
2026-05-15 13F Jones Financial Companies Lllp 90 829 24,37 8 115 30,16
2026-04-23 13F Willis Johnson & Associates, Inc. 0 −100,00 0
2026-04-23 13F Harbor Investment Advisory, Llc 170 467 −7,02 15 801 0,95
2026-01-29 13F Concurrent Investment Advisors, LLC 8 051 20,87 687 34,97
2026-05-14 13F Jacobi Capital Management LLC 49 963 1,11 4 631 9,79
2026-05-11 13F National Wealth Management Group, LLC 3 468 14,57 321 24,42
2026-05-15 13F Compass Wealth Management, LLC/GA 72 237 9,41 6 696 18,79
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3 855 −65,88 357 −62,97
2026-04-17 13F CENTRAL TRUST Co 12 367 −8,79 1 146 −0,95
2026-04-21 13F Moseley Investment Management Inc 2 815 0,00 261 8,33
2026-04-28 13F Quent Capital, LLC 177 085 0,46 16 414 9,07
2026-04-30 13F Simplicity Wealth,LLC 27 909 −2,43 2 587 5,94
2026-05-13 13F Alpha Financial Partners, LLC 7 591 −6,97 704 1,01
2026-05-01 13F American Trust 49 461 −5,40 4 585 2,71
2026-05-15 13F Briggs Wealth Management, Inc 2 725 −18,12 253 −11,27
2026-04-24 13F Able Wealth Management LLC 12 688 89,29 1 176 105,59
2026-04-08 13F Heritage Family Offices, LLP 28 044 599,53 2 599 659,94
2026-04-20 13F Cardinal Strategic Wealth Guidance 134 223 0,72 12 441 9,36
2026-04-13 13F Total Investment Management Inc 6 556 −34,73 608 −29,17
2026-04-16 13F Triad Wealth Partners, LLC 3 530 −38,51 327 −33,27
2026-04-22 13F Continuum Advisory, LLC 15 814 −1,54 1 466 6,86
2026-05-15 13F Guggenheim Capital Llc 30 542 20,53 2 831 30,84
2026-05-15 13F Goldman Sachs Group Inc 477 239 −39,57 44 235 −34,39
2026-05-14 13F Ssi Investment Management Llc 50 910 4 719
2026-05-14 13F Gambit Capital Management, LLC 13 258 −0,67 1 229 7,81
2026-05-13 13F Caitlin John, LLC 27 578 1,74 2 556 10,46
2026-04-08 13F JBR Co Financial Management Inc 11 190 0,00 955 0,00
2026-05-15 13F 3EDGE Asset Management, LP 658 621 −35,62 61 048 −30,10
2026-05-05 13F Cullen/frost Bankers, Inc. 12 787 −18,28 1 185 −11,24
2026-04-21 13F International Private Wealth Advisors LLC 3 116 −2,87 289 5,49
2026-04-22 13F Portus Wealth Advisors, LLC 198 18
2026-04-24 13F Patten Group, Inc. 53 559 3,13 4 964 11,98
2026-05-14 13F Financial Engines Advisors L.L.C. 2 285 212
2026-06-01 13F Integrated Investment Consultants, LLC 0 −100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 8 055 103,61 747 121,36
2026-04-21 13F Sunpointe, LLC 4 193 389
2026-04-21 13F OneAscent Financial Services LLC 6 829 41,04 633 53,03
2026-04-28 13F Kingswood Wealth Advisors, Llc 3 011 −49,16 279 −44,75
2026-05-05 13F Clarity Asset Management, Inc. 81 80,00 8 133,33
2026-04-27 13F Truist Financial Corp 104 390 −21,12 9 676 −14,36
2026-05-14 13F RM Financial Services, LLC 115 281 2,77 10 685 11,59
2026-02-12 13F CIBC Private Wealth Group, LLC 22 470 1,10 1 918 12,89
2026-04-27 13F Denver Wealth Management, Inc. 8 421 0,00 781 8,64
2026-04-07 13F Bulwark Capital Corp 2 039 −24,12 189 −17,90
2026-05-15 13F Stansberry Asset Management, Llc 93 782 27,07 8 693 37,97
2026-04-21 13F AA Financial Advisors, LLC 83 030 213,31 7 696 240,23
2026-04-28 13F LWM Advisory Services, LLC 45 493 −71,13 4 217 −68,66
2026-04-10 13F MKT Advisors LLC 7 258 −6,94 675 −1,60
2026-04-24 13F Lynx Investment Advisory 72 228 3,70 6 695 12,58
2026-05-08 13F Resources Investment Advisors, LLC. 4 774 39,14 443 51,37
2026-05-13 13F Headlands Technologies LLC 0 −100,00 0
2026-05-12 13F Advyzon Investment Management, LLC 8 856 −45,59 821 −40,96
2026-05-12 13F Resurgent Financial Advisors LLC 0 −100,00 0
2026-04-30 13F Titleist Asset Management, Llc 5 083 471
2026-05-06 13F Dunhill Financial, LLC 17 2
2026-05-11 13F MCF Advisors LLC 100 0,00 9 12,50
2026-05-14 13F Hazlett, Burt & Watson, Inc. 70 0
2026-05-05 13F Quartz Partners, LLC 19 315 −14,82 1 790 −7,49
2026-04-13 13F Armstrong, Fleming & Moore, Inc 3 560 0,00 330 8,58
2026-04-23 13F Interchange Capital Partners, LLC 0 −100,00 0
2026-04-06 13F GAMMA Investing LLC 476 0,00 44 10,00
2026-04-29 13F Axxcess Wealth Management, Llc 3 110 −45,66 288 −40,98
2026-05-06 13F Atlantic Trust, LLC 586 0,00 54 8,00
2026-05-05 13F Marks Group Wealth Management, Inc 2 649 246
2026-05-12 13F Ausdal Financial Partners, Inc. 11 376 −13,90 1 054 −6,48
2026-05-19 13F Western Wealth Management, LLC 36 791 −0,91 3 410 7,60
2026-05-06 13F Private Wealth Asset Management, LLC 1 400 0,00 130 8,40
2026-05-13 13F AE Wealth Management LLC 249 390 −24,58 23 116 −18,11
2026-02-03 13F Alpha Cubed Investments, LLC 16 701 4,05 1 426 16,14
2026-05-20 13F January Capital Advisors LLC 40 997 −86,86 3 800 −66,04
2026-05-15 13F Empowered Funds, LLC 43 737 −74,55 4 054 −72,38
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 5 951 34,52 552 46,15
2026-04-10 13F YHB Investment Advisors, Inc. 18 581 11,06 1 722 20,59
2026-04-22 13F Invera Wealth Advisors, LLC 3 573 16,73 331 26,82
2026-05-15 13F Eagle Global Advisors Llc 20 100 0,00 1 863 8,63
2026-04-21 13F Financial Consulate, Inc 450 0,00 42 7,89
2026-04-16 13F Toth Financial Advisory Corp 55 0,00 5 25,00
2026-04-30 13F Elevated Capital Advisors, LLC 2 129 −6,91 197 1,03
2026-04-07 13F Signaturefd, Llc 166 0,00 15 7,14
2026-05-04 13F Rodgers & Associates, LTD 2 875 0,00 266 8,57
2026-05-14 13F Captrust Financial Advisors 30 145 75,50 2 794 90,59
2026-05-15 13F MAI Capital Management 19 249 4,23 1 784 13,20
2026-05-13 13F Triumph Capital Management 11 273 5,53 1 045 14,60
2026-05-14 13F Capital Planning Advisors, LLC 442 711 −16,98 41 035 −9,86
2026-05-04 13F Archer Investment Corp 235 571,43 22 950,00
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-05-05 13F LeClair Wealth Partners LLC 3 736 346
2026-04-08 13F RDA Financial Network 2 572 −66,13 238 −63,27
2026-04-29 13F CFS Investment Advisory Services, LLC 56 520 −64,83 5 428 −60,43
2026-04-20 13F Courier Capital Llc 70 940 −12,13 6 575 −4,60
2026-05-11 13F Shepherd Financial Partners LLC 9 118 2,22 845 11,04
2026-05-14 13F Endeavor Private Wealth, Inc. 2 428 −24,15 225 −17,58
2026-04-14 13F Valicenti Advisory Services Inc 20 008 16,45 2 0,00
2026-04-21 13F Centennial Advisors, LLC 0 −100,00 0
2026-05-05 13F Noesis Capital Mangement Corp 4 495 10,85 417 20,23
2026-02-17 13F Main Street Financial Solutions, LLC 102 029 1,36 8 710 13,19
2026-04-20 13F Brandywine Oak Private Wealth Llc 221 713 −3,59 20 550 4,68
2026-05-06 13F Assetmark, Inc 369 338 −33,78 34 234 −28,10
2026-04-20 13F Independent Wealth Network Inc. 6 873 637
2026-04-21 13F MBE Wealth Management, LLC 6 018 −1,67 558 6,70
2026-05-08 13F Middleton & Co Inc/ma 9 151 0,00 848 8,58
2026-05-07 13F Advisor Resource Council 11 992 −21,85 1 112 −21,26
2026-04-13 13F Hm Payson & Co 5 511 4,97 511 13,84
2026-04-27 13F Argos Wealth Advisors, LLC 779 777 −1,33 72 278 7,13
2026-05-08 13F Maia Wealth LLC 17 130 −26,03 1 588 −29,53
2026-04-20 13F Auour Investments LLC 13 015 −1,07 1 206 7,39
2026-04-24 13F UMA Financial Services, Inc. 31 558 −65,50 2 925 −62,54
2026-05-01 13F Carnegie Capital Asset Management, LLC 3 550 5,97 329 15,44
2026-04-13 13F BKA Wealth Consulting, Inc. 4 931 0,00 457 8,81
2026-05-07 13F Tidemark, LLC 115 888 −4,21 10 742 4,00
2026-04-15 13F RCW Management, LLC 25 156 −8,85 2 332 −1,02
2026-04-22 13F Wealth Advisory Solutions, LLC 119 983 −9,51 11 121 −1,75
2026-05-15 13F Quantinno Capital Management LP 24 950 120,06 2 313 139,09
2026-04-28 13F K2 Financial Inc. 0 −100,00 0
2026-04-24 13F Cabot Wealth Management Inc 90 000 21,96 8 342 32,43
2026-05-04 13F Genesis Wealth Advisors, LLC 33 167 2,55 3 074 11,38
2026-05-04 13F Barrett & Company, Inc. 622 −39,02 58 −34,48
2026-04-08 13F Archer Investment Management, LLC 3 500 324
2026-05-13 13F Crews Bank & Trust 8 215 −2,78 761 5,55
2026-04-10 13F Piscataqua Savings Bank 1 791 0,00 166 9,21
2026-05-07 13F VisionPoint Advisory Group, LLC 2 368 219
2026-04-24 13F Root Financial Partners, LLC 917 152,62 85 180,00
2026-05-05 13F Kickstand Ventures, Llc. 28 055 −13,70 2 600 −6,31
2026-05-04 13F Vista Finance, Llc 9 951 922
2026-04-29 13F WPG Advisers, LLC 0 −100,00 0
2026-04-13 13F Compass Ion Advisors, LLC 66 033 9,08 6 121 18,44
2026-05-15 13F Ancora Advisors, LLC 10 904 −2,68 1 011 5,65
2026-05-05 13F Mcmorgan & Co Llc 121 218 −48,42 11 236 −44,00
2026-04-30 13F Hsbc Holdings Plc 8 547 −22,53 792 −15,83
2026-05-13 13F Buckingham Strategic Partners 26 204 2 429
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 −100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 130 354 −52,20 12 055 −50,31
2026-05-15 13F Gotham Asset Management, LLC 32 901 −5,52 3 050 2,59
2026-05-13 13F Daiwa Securities Group Inc. 93 754 102,20 8 690 289 566,67
2026-05-05 13F Putnam Fl Investment Management Co 6 779 −5,27 628 2,95
2026-01-22 13F Comprehensive Money Management Services LLC 0 −100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 218 510 −1,68 20 308 6,30
2026-05-14 13F Traynor Capital Management, Inc. 2 524 −1,98 225 2,74
2026-05-13 13F Summitas Investment Management LLC 219 654 −13,91 20 360 −6,53
2026-05-13 13F Parkside Financial Bank & Trust 2 910 22,06 270 32,51
2026-05-13 13F Bank Of Montreal /can/ 59 991 1 782,96 5 561 1 936,63
2026-05-11 13F Nomura Asset Management Co Ltd 48 500 −3,00 4 495 5,32
2026-05-01 13F Avion Wealth 7 0,00 0
2026-01-26 13F Reyes Financial Architecture, Inc. 0 −100,00 0
2026-01-26 13F Northwest Capital Management Inc 0 −100,00 0
2026-04-23 13F WealthPoint Financial, LLC 16 141 0,00 1 378 0,00
2026-04-10 13F Baker Tilly Financial, Llc 100 066 2,71 9 275 11,52
2026-05-15 13F Integrated Wealth Concepts LLC 13 832 −12,74 1 282 −5,25
2026-05-11 13F Strengthening Families & Communities, LLC 72 0,00 7 0,00
2026-04-16 13F Upper Left Wealth Management, LLC 63 200 −14,84 5 858 −7,53
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 8 134 65,36 754 79,71
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 240 000 0,00 22 246 8,58
2026-05-07 13F Cassaday & Co Wealth Management LLC 3 328 360 −1,45 308 506 7,00
2026-05-12 13F Richardson Capital Management LLC 2 905 0,00 269 8,47
2026-04-30 13F Relyea Zuckerberg Hanson LLC 63 400 14,38 5 877 24,20
2026-04-02 13F Fulcrum Equity Management 0 −100,00 0
2026-04-23 13F Financial & Tax Architects, LLC 2 674 248
2026-05-15 13F IHT Wealth Management, LLC 175 389 −5,10 16 257 1,67
2026-04-20 13F MBM Wealth Consultants, LLC 756 70
2026-05-13 13F Jaffetilchin Investment Partners, LLC 2 777 16,14 257 25,98
2026-02-09 13F Sterling Investment Advisors, Ltd. 0 −100,00 0
2026-05-05 13F Crestwood Advisors Group LLC 4 888 453
2026-04-28 13F Fundamentun, Llc 8 162 0,00 757 8,62
2026-02-05 13F Tucker Asset Management Llc 189 16
2026-05-08 13F Steward Partners Investment Advisory, Llc 33 146 −18,89 3 072 −11,93
2026-05-11 13F Godfrey Financial Associates, Inc. 309 0,00 29 7,69
2026-05-06 13F Arcus Capital Partners, LLC 55 607 5 154
2026-05-12 13F WealthTrak Capital Management LLC 3 130 −67,50 290 −64,72
2026-05-14 13F Mason Investment Advisory Services, Inc. 2 774 0,00 257 8,90
2026-02-17 13F SageView Advisory Group, LLC 391 33
2026-05-13 13F Tokio Marine Asset Management Co Ltd 7 900 −8,14 732 −0,27
2026-05-07 13F First National Trust Co 4 379 −20,41 406 −13,65
2026-04-13 13F Gradient Investments LLC 1 628 261 47,81 150 923 60,48
2026-05-11 13F Mattson Financial Services, LLC 22 758 55,99 2 109 69,40
2026-04-28 13F Bogart Wealth, LLC 550 −15,51 51 −9,09
2026-05-01 13F Kraft, Davis & Associates, LLC 113 386 19,75 10 369 20,67
2026-04-21 13F Creative Capital Management Investments LLC 4 0,00 0
2026-05-08 13F Entruity Wealth, LLC 3 900 0,00 361 8,73
2026-05-12 13F Moneta Group Investment Advisors Llc 2 651 −0,90 246 7,46
2026-02-13 13F Centerpoint Advisors, LLC 0 −100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 28 699 −50,69 2 660 −46,47
2026-04-20 13F Sowell Financial Services LLC 4 102 −20,23 380 −13,24
2026-05-12 13F Portside Wealth Group, LLC 31 591 −32,04 2 928 −26,21
2026-05-14 13F Gwn Securities Inc. 4 786 −4,96 444 3,26
2026-04-06 13F WASHINGTON TRUST Co 5 843 9,36 542 18,64
2026-04-21 13F PDS Planning, Inc 28 787 1,02 2 668 9,70
2026-04-21 13F Refined Wealth Management 3 072 0,00 285 8,40
2026-05-11 13F Foundations Investment Advisors, LLC 70 747 7,02 6 558 16,20
2026-05-13 13F Scotia Capital Inc. 43 969 −18,34 4 075 −11,34
2026-05-13 13F Choate Investment Advisors 27 598 −9,58 2 558 −1,80
2026-05-04 13F HBW Advisory Services LLC 10 896 −16,60 1 010 −9,51
2026-05-07 13F Managed Asset Portfolios, Llc 100 331 0,03 9 300 8,61
2026-04-23 13F Mayflower Financial Advisors, LLC 22 845 −48,57 2 118 −44,16
2026-05-12 13F Colonial Trust Co / SC 552 −4,83 51 4,08
2026-04-10 13F OMNI 360 Wealth, Inc. 7 350 −18,33 681 −17,45
2026-05-14 13F We Are One Seven, LLC 0 −100,00 0
2026-05-04 13F Evernest Financial Advisors, LLC 279 724 −12,43 25 911 −19,35
2026-05-15 13F XTX Topco Ltd 3 029 281
2026-04-30 13F Indivisible Partners 3 275 4,53 304 13,48
2026-05-29 13F Keel Point, LLC 2 726 3,61 253 12,50
2026-04-28 13F Nvest Financial, LLC 10 450 969
2026-05-05 13F Capital Investment Advisory Services, LLC 4 740 6,61 439 15,83
2026-04-16 13F Kavar Capital Partners Group, Llc 2 265 210
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 39 354 1 243,14 3 648 1 358,80
2026-05-21 13F Verus Capital Partners, Llc 4 146 −58,73 384 −55,19
2026-04-16 13F Smith, Salley & Associates 2 946 273
2026-02-13 13F Clearview Wealth Advisors LLC 10 572 40,18 903 56,60
2026-05-15 13F Peapack Gladstone Financial Corp 2 764 0
2026-04-27 13F Wbh Advisory Inc 32 170 −8,13 3 034 1,47
2026-05-11 13F Great Valley Advisor Group, Inc. 817 316 1,48 75 757 10,19
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-04-15 13F Wealthcare Capital Management Llc 9 293 −2,64 861 5,77
2026-05-15 13F Alliancebernstein L.p. 0 −100,00 0
2026-04-14 13F Austin Wealth Management, LLC 203 477 −28,97 18 746 −26,13
2026-04-17 13F Charter Trust Co 2 269 210
2026-05-11 13F Aptus Capital Advisors, LLC 85 838 −1,10 7 956 7,38
2026-05-06 13F Deutsche Bank Ag\ 217 800 −1,04 20 188 7,44
2026-04-17 13F HHM Wealth Advisors, LLC 303 236,67 28 300,00
2026-05-15 13F Huntington National Bank 54 381,82
2026-05-04 13F Sigma Planning Corp 19 363 96,04 1 795 112,81
2026-04-20 13F Kestra Private Wealth Services, Llc 69 573 0,02 6 449 8,59
2026-04-21 13F Financial Planning Hawaii, Inc. 33 250 0,82 3 082 9,45
2026-01-16 13F Ronald Blue Trust, Inc. 0 −100,00 0
2026-04-13 13F LexAurum Advisors, LLC 4 679 −8,27 434 11,31
2026-05-08 13F Vontobel Holding Ltd. 0 −100,00 0
2026-05-14 13F Baird Financial Group, Inc. 293 852 −11,23 27 237 −3,62
2026-04-30 13F Petix & Botte Co 10 227 −47,55 1 896 13,88
2026-04-17 13F Webster Bank, N. A. 32 0,00 3 0,00
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 96 619 0,00 8 956 8,57
2026-05-07 13F Meeder Advisory Services, Inc. 3 943 −0,13 365 8,31
2026-04-17 13F Signal Advisors Wealth, LLC 23 106 76,07 2 142 91,16
2026-02-10 13F Blue Barn Wealth, LLC 0 −100,00 0
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1 805 066 9,10 167 312 18,45
2026-02-13 13F Manufacturers Life Insurance Company, The 0 −100,00 0
2026-04-24 13F Kendall Capital Management 17 073 −1,00 1 582 7,47
2026-05-15 13F Purpose Unlimited Inc. 771 71
2026-04-27 13F Evolution Wealth Management Inc. 827 −0,36 77 8,57
2026-05-13 13F American Investment Services, Inc. 469 354 −8,51 43 504 −0,66
2026-05-14 13F Beaird Harris Wealth Management, LLC 662 0,00 61 8,93
2026-04-24 13F SOL Capital Management CO 0 −100,00 0
2026-05-13 13F Cetera Investment Advisers 488 913 4,95 45 317 13,95
2026-05-11 13F Chilton Capital Management Llc 5 0,00 0
2026-02-04 13F Summit Wealth Group Llc / Co 0 −100,00 0
2026-05-15 13F DV Trading LLC 30 223 26,74 2 801 37,64
2026-04-07 13F First Financial Corp /in/ 72 0,00 7 0,00
2026-05-05 13F Steel Peak Wealth Management LLC 2 919 0,00 271 8,43
2026-04-29 13F IAG Wealth Partners, LLC 582 −41,39 54 −36,90
2026-04-22 13F RMR Wealth Builders 11 033 32,56 1 023 43,94
2026-05-11 13F Fortis Capital Management LLC 5 794 537
2026-05-15 13F Morgan Stanley 8 807 008 −16,62 816 322 −9,47
2026-05-14 13F Financial Network Wealth Advisors LLC 4 654 −31,83 431 −25,95
2026-05-18 13F Graney & King, LLC 9 1
2026-05-08 13F Wilkerson Advisory Group LLC 92 824 −8,18 8 604 −0,31
2026-05-12 13F Stifel Financial Corp 1 427 080 −11,08 132 276 −3,45
2026-05-12 13F WCG Wealth Advisors LLC 26 519 −3,35 2 458 4,95
2026-04-13 13F E Fund Management Co., Ltd. 144 525 −59,96 13 396 −43,35
2026-05-13 13F ShoreHaven Wealth Partners, LLC 5 433 −0,31 504 8,17
2026-05-07 13F Basepoint Wealth LLC 648 60
2026-05-08 13F Zions Bancorporation, National Association /ut/ 150 14
2026-04-21 13F Wallace Advisory Group, LLC 11 513 −28,01 1 067 −21,83
2026-04-30 13F Millstone Evans Group, LLC 7 499 15,39 695 25,45
2026-05-15 13F Avos Capital Management, LLC 79 414 −21,35 7 361 −14,61
2026-05-11 13F Penserra Capital Management LLC 174 416 −8,66 16 0,00
2026-05-14 13F Bank of Marin 9 657 −20,06 895 −13,19
2026-04-22 13F Clear Creek Financial Management, LLC 11 961 61,50 1 109 75,32
2026-04-17 13F Boston Private Wealth Llc 4 010 372
2026-04-29 13F ArborFi Advisors, LLC 6 478 −18,47 600 −11,50
2026-04-23 13F Ami Asset Management Corp 5 069 470
2026-05-07 13F Johnson Financial Group, Inc. 12 674 0,00 1 175 8,60
2026-03-05 13F Bush Investment Group, Llc 72 210 −1,33 6 165 10,19
2026-02-12 13F Pitcairn Co 0 −100,00 0
2026-04-28 13F Bravias Capital Group, LLC 25 566 3,20 2 370 12,06
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 127 109 −12,08 11 782 −4,55
2026-05-08 13F Burke & Herbert Bank & Trust Co 2 972 275
2026-04-27 13F Tennessee Valley Asset Management Partners 44 724 −9,03 4 145 −1,24
2026-04-23 13F Glass Jacobson Investment Advisors llc 1 065 0,00 99 8,89
2026-05-20 13F Hobbs Group Advisors, LLC 46 547 −16,37 4 314 −9,20
2026-05-14 13F Pinnacle Family Advisors, LLC 0 −100,00 0
2026-01-14 13F ORG Partners LLC 353 −18,66 30 −9,09
2026-04-28 13F Stratos Wealth Advisors, LLC 114 043 28,87 10 571 39,93
2026-05-04 13F Beckerman Institutional, LLC 51 344 −13,25 4 759 −5,80
2026-05-15 13F Ameriflex Group, Inc. 100 9
2026-04-20 13F Fiduciary Alliance LLC 17 777 1 687
2026-05-13 13F Prestige Wealth Management Group LLC 109 0,00 10 11,11
2026-05-15 13F Intesa Sanpaolo Wealth Management 55 933 −59,79 5 184 −56,35
2026-04-16 13F Annex Advisory Services, LLC 6 346 13,34 588 23,27
2026-05-05 13F Gould Asset Management Llc /ca/ 90 390 −46,93 8 378 −42,38
2026-05-14 13F Allworth Financial LP 27 066 2 509
2026-05-15 13F Toroso Investments, LLC 965 713 −2,08 89 452 6,25
2026-04-24 13F Mills Wealth Advisors LLC 43 928 2,09 4 072 10,84
2026-05-15 13F Summit Financial, LLC 26 761 196,16 2 480 221,66
2026-04-30 13F BRYN MAWR TRUST Co 236 0,00 22 5,00
2026-05-12 13F Oakmont Advisory Group, LLC 8 727 24,65 809 35,34
2026-05-15 13F Keating Financial Advisory Services, Inc. 365 35,19 34 43,48
2026-04-29 13F Strategic Blueprint, LLC 4 913 −50,90 455 −46,72
2026-04-21 13F HCR Wealth Advisors 2 964 0,00 275 8,30
2026-06-01 13F Caerus Investment Advisors, LLC 15 658 −7,73 1 451 0,21
2026-05-01 13F Vantage Point Financial LLC 9 714 −70,27 900 −67,73
2026-04-20 13F Brian Low Financial Group, Llc 2 768 −5,75 257 2,40
2026-04-30 13F Sequoia Financial Advisors, LLC 2 828 262
2026-04-13 13F Shira Ridge Wealth Management 38 330 −15,26 3 553 −8,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 17 799 −25,94 1 650 −19,60
2026-04-28 13F Lansing Street Advisors 2 484 0,00 230 8,49
2026-05-06 13F Catalyst Capital Advisors LLC 56 300 0,00 5 218 8,57
2026-05-11 13F A4 Wealth Advisors LLC 11 822 −7,78 1 096 0,09
2026-05-07 13F Key Capital Management, INC 584 −46,03 54 −41,30
2026-04-22 13F Omnitrust Wealth Management, Inc 0 −100,00 0
2026-04-28 13F Nbt Bank N A /ny 1 038 6,24 96 24,68
2026-05-06 13F/A McAlvany Wealth Management LLC 159 084 −1,50 14 209 3,06
2026-05-04 13F Henderson Brothers Financial Partners, LLC 126 440 75,10 11 720 90,12
2026-04-23 13F Financial Guidance Group, Inc. 80 058 −1,47 7 421 6,98
2026-05-05 13F PFG Advisors 102 322 −0,76 9 484 7,75
2026-05-05 13F Woodmont Investment Counsel Llc 0 −100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 12 572 6,01 1 165 15,12
2026-05-11 13F Pecaut & Co. 22 252 4,07 2 063 12,99
2026-05-06 13F Fidelis Capital Partners, LLC 24 768 2 296
2026-05-07 13F First Command Advisory Services, Inc. 61 0,00 6 0,00
2026-05-15 13F Equitable Holdings, Inc. 865 251 6,08 73 870 6,08
2026-04-23 13F Blackston Financial Advisory Group, LLC 2 163 200
2026-04-28 13F Whittier Trust Co 101 0,00 9 12,50
2026-05-14 13F Entrewealth, Llc 73 656 9,51 6 827 3,52
2026-04-22 13F Coastal Investment Advisors, Inc. 7 542 699
2026-04-30 13F Selective Wealth Management, Inc. 6 328 12,96 569 11,57
2026-05-11 13F Citigroup Inc 222 −31,48 21 −25,93
2026-04-28 13F Appleton Partners Inc/ma 7 803 2,66 1
2026-04-22 13F Hofer & Associates. Inc 2 541 2,09 236 10,85
2026-05-15 13F Talon Private Wealth, LLC 5 460 −89,16 506 −84,67
2026-05-06 13F Cedar Point Capital Partners, LLC 61 096 −14,93 5 663 −7,63
2026-04-23 13F Equita Financial Network, Inc. 5 212 38,80 483 50,94
2026-05-13 13F Gibbs Wealth Management 3 587 −20,04 332 −17,00
2026-02-05 13F Accredited Investors Inc. 0 −100,00 0
2026-05-08 13F Russell Investments Group, Ltd. 1 0,00 0
2026-05-08 13F Bokf, Na 250 0,00 23 9,52
2026-04-15 13F Wealthcare Capital Partners, LLC 16 288 −1,89 1 510 6,49
2026-04-28 13F China Universal Asset Management Co., Ltd. 349 700 69,59 32 414 84,13
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 7 090 3,53 657 12,50
2026-05-14 13F StoneX Group Inc. 0 −100,00 0
2026-05-15 13F Warren Averett Asset Management, LLC 18 598 2,59 1 724 11,38
2026-05-08 13F McAdam, LLC 5 593 0,25 518 8,82
2026-05-15 13F Mission Wealth Management, Lp 24 513 −10,66 2 272 −2,99
2026-05-12 13F TD Waterhouse Canada Inc. 74 587 7,37 7 014 18,36
2026-04-15 13F Gradient Capital Advisors, LLC 25 883 −6,96 2 399 1,05
2026-02-06 13F Global Retirement Partners, LLC 0 −100,00 0
2026-05-06 13F My Portfolio Guide, LLC 203 402 18 846
2026-05-07 13F Avidian Wealth Solutions, LLC 4 946 −58,12 458 −54,56
2026-04-28 13F SBI Okasan Asset Management Co.Ltd. 1 849 410 165 189
2026-05-11 13F Empirical Asset Management, LLC 0 −100,00 0
2026-05-01 13F Kaizen Financial Strategies 0 −100,00 0
2026-05-15 13F Journey Retirement Planning & Investment Management Llc 0 −100,00 0
2026-04-20 13F Tranquility Partners, LLC 3 383 0,00 314 8,68
2026-04-28 13F Integrated Advisors Network LLC 90 138 21,54 8 355 31,95
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 40 735 −2,75 3 776 5,59
2026-05-04 13F Brookwood Investment Group LLC 3 538 −19,24 328 −12,57
2026-02-04 13F Certior Financial Group, Llc 0 −100,00 0
2026-04-08 13F Sharkey, Howes & Javer 0 −100,00 0
2026-05-05 13F Regions Financial Corp 4 719 0,88 437 9,52
2026-04-08 13F Asempa Wealth Advisors 4 401 16,83 415 29,28
2026-05-15 13F United Capital Financial Advisers, Llc 7 497 −6,02 695 2,06
2026-05-01 13F Rakuten Securities, Inc. 36 785 22,93 3 410 33,48
2026-05-15 13F Copley Financial Group, Inc. 164 903 56,14 15 285 69,54
2026-04-21 13F FLP Wealth Management, LLC 0 −100,00 0
2026-04-17 13F BCS Wealth Management 0 −100,00 0
2026-04-23 13F Intrua Financial, LLC 7 261 −4,54 673 3,70
2026-04-23 13F Etesian Wealth Advisors, Inc. 5 619 −6,01 521 1,96
2026-04-22 13F Caldwell Trust Co 12 204 −6,58 1 131 1,43
2026-05-05 13F SOUTH STATE Corp 139 −7,33 13 0,00
2026-05-01 13F Compass Financial Services Inc 2 214 475,06 205 540,63
2026-05-13 13F Park Square Financial Group, LLC 8 −20,00 1
2026-05-16 13F Arete Wealth Advisors, LLC 0 −100,00 0
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 1 603 510 4,27 148 629 13,21
2026-05-15 13F State Street Corp 3 493 932 13,96 323 853 23,73
2026-05-04 13F Copia Wealth Management 15 975 −0,54 1 481 7,95
2026-05-06 13F Palladiem, Llc 0 −100,00 0
2026-05-11 13F Estate Planners Group, LLC 3 616 10,89 335 20,50
2026-05-13 13F Prudential Financial Inc 1 679 954 −36,31 155 715 −31,28
2026-05-08 13F Gen-Wealth Partners Inc 3 269 −66,31 303 −63,41
2026-04-17 13F Baker Ellis Asset Management LLC 54 665 −9,07 5 067 −1,29
2026-05-06 13F Astra Wealth Partners LLC 3 673 340
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 368 080 −11,72 34 −2,86
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 13 381 −5,41 1 240 2,73
2026-04-21 13F One Wealth Advisors, LLC 36 505 −59,69 3 384 −56,24
2026-04-29 13F Nicholas Hoffman & Company, LLC. 2 623 243
2026-04-30 13F Main Street Research LLC 469 451 1,54 43 513 10,25
2026-05-13 13F Freestone Capital Holdings, LLC 2 670 −87,25 247 −86,18
2026-05-09 13F ZEGA Investments, LLC 17 121 −14,10 1 587 −6,76
2026-01-14 13F Accurate Wealth Management, LLC 0 −100,00 0
2026-05-08 13F Buck Wealth Strategies, LLC 156 013 −1,92 14 461 6,49
2026-05-15 13F Beacon Pointe Advisors, LLC 27 887 −33,28 2 585 −27,58
2026-04-08 13F Emergent Wealth Advisors, LLC 0 −100,00 0
2026-05-15 13F Royal Bank Of Canada 1 397 630 −0,38 129 547 8,16
2026-04-28 13F MBL Wealth, LLC 510 875 −0,40 47 353 8,14
2026-05-14 13F Advisory Alpha, LLC 2 686 −79,36 251 −77,45
2026-04-24 13F Essex Financial Services, Inc. 66 839 −2,31 6 195 6,08
2026-05-01 13F Abound Financial, Llc 665 −98,14 62 −98,00
2026-05-13 13F Ci Investments Inc. 55 034 0,00 5 101 8,58
2026-05-06 13F Meridian Wealth Management, LLC 13 169 −1,59 1 221 6,83
2026-04-28 13F Hoey Investments, Inc 0 −100,00 0
2026-05-07 13F AlTi Global, Inc. 4 518 0,00 419 8,57
2026-04-27 13F Iron Financial, LLC 2 773 −27,24 257 −20,92
2026-05-12 13F Leading Edge Financial Planning LLC 18 390 −5,46 1 705 2,65
2026-05-08 13F HORAN Wealth, LLC 8 785 750
2026-04-15 13F Journey Strategic Wealth Llc 187 866 −11,12 17 413 −3,50
2026-04-17 13F Certified Advisory Corp 24 855 2,66 2 304 11,47
2026-04-27 13F HB Wealth Management, LLC 4 959 −4,73 460 3,38
2026-05-15 13F Perennial Investment Advisors, LLC 16 772 −27,92 1 555 −21,75
2026-05-12 13F Payden & Rygel 0 −100,00 0
2026-04-16 13F Warren Street Wealth Advisors, LLC 156 173 −19,08 14 476 −12,14
2026-04-30 13F Kestra Advisory Services, LLC 167 586 4,01 15 534 12,93
2026-05-05 13F Beaumont Financial Advisors, LLC 77 062 −19,38 7 143 −12,48
2026-04-29 13F WealthPLAN Partners, LLC 4 860 −68,47 450 −65,78
2026-04-08 13F Sax Wealth Advisors, Llc 0 −100,00 0
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 551 −46,81 51 −42,05
2026-05-14 13F Nicolet Bankshares Inc 15 266 1 415
2026-04-22 13F SFG Wealth Management, LLC. 2 215 205
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 20 2
2026-02-13 13F Financial Sense Advisors, Inc. 0 −100,00 0
2026-05-14 13F Rockefeller Capital Management L.P. 740 271 11,50 68 616 21,06
2026-04-08 13F KWB Wealth 125 159 −1,63 10 685 −1,63
2026-02-13 13F Sei Investments Co 642 531 −50,57 54 859 −44,80
2026-04-22 13F Parcion Private Wealth LLC 625 603 −5,38 57 987 2,74
2026-05-08 13F Tfo-tdc, Llc 3 658 10,85 339 20,64
2026-05-21 13F Essential Partners LLC 3 245 10,19 301 19,52
2026-04-30 13F Barnett & Company, Inc. 3 576 0,45 331 9,24
2026-04-21 13F Claro Advisors LLC 56 736 5 259
2026-05-15 13F Vertex Planning Partners, LLC 22 412 −49,18 2 077 −44,83
2026-02-13 13F Motiv8 Investments LLC 8 415 10,84 1 −100,00
2026-04-08 13F Stonebridge Financial Group, LLC 48 756 517,71 4 519 571,47
2026-04-13 13F Professional Financial Advisors, LLC 3 326 0,64 308 9,22
2026-05-04 13F Hillsdale Investment Management Inc. 41 46,43 4 50,00
2026-05-18 13F Arkadios Wealth Advisors 24 065 151,83 2 231 173,62
2026-04-22 13F Churchill Financial Advisors, LLC 53 300 8,98 4 940 18,32
2026-04-28 13F Indiana Trust & Investment Management CO 9 500 0,00 881 8,51
2026-05-05 13F Leo Wealth, LLC 31 816 −1,74 2 949 6,66
2026-04-20 13F Penobscot Wealth Management 62 725 14,80 5 814 24,64
2026-04-30 13F Graetz Wealth LLC 19 211 −53,05 1 781 −49,04
2026-05-01 13F Hantz Financial Services, Inc. 304 94,87 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 6 105 0,00 566 8,45
2026-04-07 13F Deane Retirement Strategies, Inc. 1 367 314,24 127 350,00
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 104 981 −4,65 9 574 1,97
2026-05-07 13F Rothschild Investment Llc 1 075 30,30 100 41,43
2026-05-01 13F Sachetta, LLC 34 3
2026-05-05 13F IMC-Chicago, LLC 84 600 7 842
2026-05-15 13F Cresset Asset Management, LLC 655 124 5,96 60 723 15,04
2026-02-13 13F LFG Wealth Partners, LLC 2 896 247
2026-05-07 13F Paul R. Ried Financial Group, LLC 32 655 −16,85 3 027 −9,73
2026-06-01 13F Foguth Wealth Management, LLC. 2 453 −15,27 221 −11,29
2026-05-01 13F Sovran Advisors, LLC 20 080 −33,69 1 835 −33,53
2026-05-14 13F Brown Brothers Harriman & Co 53 314 0,00 4 942 8,57
2026-01-23 13F Keener Financial Planning LLC 0 −100,00 0
2026-04-06 13F Versant Capital Management, Inc 97 292 −4,64 9 018 3,54
2026-04-30 13F Hegarty Advisors, LLC 20 790 1 927
2026-04-29 13F Flatrock Wealth Partners LLC 3 137 1,85 291 10,69
2026-05-04 13F Mml Investors Services, Llc 197 153 −25,36 18 274 −18,96
2026-05-13 13F GeoWealth Management, LLC 0 −100,00 0
2026-04-01 13F First Financial Bank - Trust Division 15 176 0,00 1 407 8,57
2026-04-28 13F Bfsg, Llc 1 877 0,00 174 8,13
2026-05-04 13F Global View Capital Management LLC 6 486 14,86 601 24,69
2026-05-28 13F/A Regents Of The University Of California 1 438 678 133 351
2026-05-14 13F Redwood Investment Management, Llc 6 613 −60,63 1 −100,00
2026-05-12 13F Benjamin Edwards Inc 788 797 −20,63 73 113 −13,82
2026-02-06 13F Transce3nd, LLC 0 −100,00 0
2026-05-08 13F United Financial Planning Group LLC 226 21
2026-04-06 13F Highline Wealth Partners Llc 200 −72,79 19 −70,97
2026-05-04 13F King Wealth 6 301 0,00 1
2026-04-17 13F Richards, Merrill & Peterson, Inc. 5 340 0,00 495 8,57
2026-05-15 13F CI Private Wealth, LLC 481 492 38,76 18 450 −37,72
2026-04-27 13F 4wealth Advisors, Inc. 9 553 −0,21 853 4,41
2026-05-11 13F Ashton Thomas Private Wealth, LLC 33 588 −22,58 3 113 −15,93
2026-04-28 13F Altfest L J & Co Inc 31 621 −84,88 2 931 −83,59
2026-05-13 13F Franklin Resources Inc 91 113 38,50 8 445 50,37
2026-05-11 13F Camden Capital, LLC 3 126 290
2026-04-13 13F Massmutual Trust Co Fsb/adv 88 −55,78 8 −50,00
2026-04-22 13F Spire Wealth Management 4 753 −5,60 441 2,56
2026-05-08 13F Prime Capital Investment Advisors, LLC 53 129 −6,78 4 925 1,21
2026-05-15 13F Engineers Gate Manager LP 0 −100,00 0
2026-04-23 13F Catalina Capital Group, LLC 3 741 −51,90 347 −47,81
2026-04-15 13F City Holding Co 281 4,07 26 13,04
2026-04-13 13F IFP Advisors, Inc 25 903 −31,50 2 401 −25,65
2026-05-13 13F Pitcairn Wealth Advisors LLC 85 742 2,50 7 320 2,51
2026-04-13 13F Mather Group, Llc. 7 780 0,00 721 8,58
2026-04-23 13F Oppenheimer & Co Inc 19 358 1 794
2026-04-16 13F Sheets Smith Wealth Management 12 335 19,96 1 143 30,33
2026-05-12 13F SVRN Asset Management, LLC 11 947 0,00 1 107 8,64
2026-05-07 13F MONECO Advisors, LLC 61 738 12,17 5 723 21,80
2026-04-22 13F Integrated Wealth Management 0 −100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 2 288 −42,09 212 −37,09
2026-04-24 13F FRG Family Wealth Advisors LLC 17 530 11,98 1 625 21,56
2026-04-29 13F Marino, Stram & Associates Llc 2 965 275
2026-05-11 13F Integrity Alliance, Llc. 81 780 −8,07 7 580 −0,18
2026-04-16 13F Lifelong Wealth Advisors, Inc. 18 434 −5,92 1 709 2,15
2026-05-14 13F Frederick Financial Consultants, LLC 15 145 0,73 1 404 9,35
2026-05-07 13F Hollencrest Capital Management 21 905 0,00 2 030 8,56
2026-05-08 13F CMC Financial Group 6 400 593
2026-04-23 13F Brown Miller Wealth Management, LLC 24 209 −6,00 2 244 2,05
2026-04-17 13F Sovereign Financial Group, Inc. 11 998 0,23 1 112 8,91
2026-05-07 13F Element Pointe Advisors, Llc 93 799 1,21 8 694 9,88
2026-05-13 13F Kraematon Investment Advisors, Inc 59 341 −0,09 5 500 8,48
2026-05-04 13F Retirement Income Solutions, Inc 129 822 −1,31 12 033 7,15
2026-05-05 13F UBS Group AG 3 072 074 −9,97 284 751 −2,25
2026-04-16 13F Clark Asset Management, LLC 14 350 2,05 1 330 10,83
2026-04-29 13F Garde Capital, Inc. 6 823 632
2026-04-20 13F SILVER OAK SECURITIES, Inc 14 763 0,74 1 368 8,74
2026-05-07 13F Crewe Advisors LLC 0 −100,00 0
2026-04-07 13F Legacy Solutions, Llc 9 803 909
2026-05-15 13F Gateway Wealth Partners, LLC 76 278 7 070
2026-05-15 13F Nearwater Capital Markets, Ltd 0 −100,00 0
2026-05-15 13F Legacy Capital Wealth Partners, LLC 38 898 −0,13 3 605 8,42
2026-05-15 13F Larson Financial Group LLC 33 515 25,89 3 107 36,71
2026-05-15 13F Clifford Group, LLC 3 626 −20,53 336 −13,62
2026-01-16 13F Trust Co Of Vermont 1 263 0,00 108 11,46
2026-05-15 13F TCG Advisory Services, LLC 6 761 627
2026-04-28 13F DGS Capital Management, LLC 3 150 0,00 292 8,58
2026-05-01 13F Fifth Third Bancorp 109 574 10 156
2026-05-04 13F Savant Capital, LLC 8 546 8,18 792 17,51
2026-05-04 13F Principal Financial Group Inc 1 259 342 −42,55 116 728 −37,62
2026-05-11 13F Sage Mountain Advisors LLC 37 416 42,85 3 468 55,10
2026-04-27 13F Syntegra Private Wealth Group, LLC 0 −100,00 0
2026-05-15 13F Citadel Advisors Llc 146 305 −9,90 13 561 −2,18
2026-04-16 13F OxenFree Capital LLC 2 825 −0,53 268 10,74
2026-04-23 13F Caliber Wealth Management, LLC / KS 0 −100,00 0
2026-04-21 13F WealthNavi Inc. 97 779 9
2026-05-13 13F Visionary Wealth Advisors 21 740 −15,69 2 015 −8,45
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-05-15 13F Carret Asset Management, Llc 21 124 −2,20 1 958 6,19
2026-04-21 13F Stapp Wealth Management, Pllc 72 439 −16,22 6 714 −9,04
2026-05-15 13F Mercer Global Advisors Inc /adv 39 977 −39,23 3 705 −34,02
2026-04-15 13F Norden Group Llc 6 174 −31,63 572 −25,71
2026-04-17 13F Verde Servicos Internacionais S.A. 595 207 62,48 55 77,42
2026-04-28 13F Flagship Harbor Advisors, Llc 63 555 4,87 5 891 13,86
2026-05-15 13F Semper Augustus Investments Group Llc 23 979 0,00 2 223 8,55
2026-05-12 13F Insigneo Advisory Services, Llc 8 978 36,30 832 48,04
2026-05-05 13F Valtinson Bruner Financial Planning LLC 13 719 −2,85 1 272 5,48
2026-05-15 13F Advisor Group Holdings, Inc. 1 590 521 −6,19 147 424 1,86
2026-05-06 13F Quest 10 Wealth Builders, Inc. 8 100 −12,26 751 −4,82
2026-05-14 13F Regal Investment Advisors LLC 4 637 40,18 430 52,13
2026-05-15 13F Fmr Llc 14 038 15,64 1 301 25,58
2026-05-15 13F Evercore Wealth Management, LLC 394 869 11,58 36 600 21,14
2026-05-08 13F AMJ Financial Wealth Management 95 394 0,57 8 842 9,20
2026-05-14 13F Atomi Financial Group, Inc. 16 030 20,84 1 486 31,18
2026-05-05 13F Robinson Value Management, Ltd. 19 716 −9,97 1 827 −2,25
2026-01-21 13F Raleigh Capital Management Inc. 0 −100,00 0
2026-03-31 13F Sankala Group LLC 52 011 −0,04 4 660 −14,01
2026-05-13 13F Mariner, LLC 347 591 −0,25 32 217 8,29
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-04-10 13F Novem Group 4 581 8,14 425 17,45
2026-05-13 13F Federation des caisses Desjardins du Quebec 2 866 1,99 266 10,88
2026-05-08 13F/A JPL Wealth Management, LLC 126 12
2026-04-09 13F DHJJ Financial Advisors, Ltd. 36 0,00 3 0,00
2026-04-14 13F Shrier Wealth Management, Llc 2 162 −10,92 200 −3,38
2026-04-30 13F Mosaic Family Wealth Partners, Llc 2 970 275
2026-05-11 13F Sargent Investment Group, LLC 23 625 1,00 2 190 9,67
2026-05-14 13F Wealth Alliance 7 416 −18,07 687 −11,01
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 −100,00 0
2026-02-17 13F Two Sigma Securities, Llc 0 −100,00 0 −100,00
2026-05-08 13F M1 Capital Management LLC 18 973 28,39 1 759 39,41
2026-05-12 13F Community Bank, N.A. 2 195 −13,41 203 −6,02
2026-04-28 13F Belpointe Asset Management LLC 8 108 −27,16 752 −20,95
2026-05-08 13F Pnc Financial Services Group, Inc. 268 288,41 25 380,00
2026-04-14 13F SNS Financial Group, LLC 394 862 −6,64 36 600 1,36
2026-05-14 13F Empower Advisory Group, LLC 5 951 012 1,41 551 599 10,10
2026-05-15 13F Smartleaf Asset Management LLC 7 523 −51,59 672 −49,70
2026-04-16 13F Genesis Private Wealth, Llc 3 461 −6,13 321 1,91
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 −100,00 0
2026-05-13 13F Medici Capital Llc 22 700 −88,87 2 104 −87,92
2026-01-29 13F Comerica Bank 81 670 8,40 6 972 21,06
2026-04-27 13F Beacon Financial Advisory LLC 4 495 −47,25 417 −42,78
2026-05-14 13F CIBC World Markets Inc. 15 179 6,73 1 407 15,82
2026-05-14 13F Public Employees Retirement System Of Ohio 1 516 600 2 166,97 140 574 2 361,44
2026-05-07 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2026-05-04 13F Milestones Private Investment Advisors LLC 34 644 −5,87 3 211 2,20
2026-05-05 13F Clear Harbor Asset Management, LLC 35 729 −0,21 3 312 8,34
2026-05-05 13F Excalibur Management Corp 2 183 202
2026-05-14 13F Betterment LLC 18 150 98,73 2
2026-04-15 13F Roan Capital Partners 80 830 7 492
2026-04-21 13F Nemes Rush Group LLC 25 0,00 2 0,00
2026-05-15 13F Capstone Financial Advisors, Inc. 4 664 −9,24 432 −1,37
2026-05-01 13F Richardson Financial Services Inc. 2 645 −5,37 245 2,94
2026-04-21 13F New Perspectives, Inc 159 510 −0,00 14 785 8,57
2026-04-23 13F OakTrust Wealth Advisors, LLC 55 862 −11,50 5 178 −3,92
2026-04-14 13F Nova Wealth Management, Inc. 13 722 3,30 1 272 12,18
2026-02-04 13F AIFG Consultants Ltd. 109 299 −4,44 9 331 6,71
2026-05-07 13F Florida Financial Advisors, Llc 12 531 32,65 1 162 44,04
2026-05-11 13F Commonwealth Retirement Investments LLC 0 −100,00 0
2026-05-05 13F Eukles Asset Management 4 33,33 0
2026-05-15 13F JT Stratford LLC 10 991 7,89 1 019 17,15
2026-04-21 13F Welch Group, LLC 49 521 135,37 4 590 155,57
2026-04-21 13F Hudson Oak Wealth Advisory LLC 33 823 0,48 3 135 9,12
2026-04-15 13F Weil Company, Inc. 6 248 0,00 579 8,63
2026-05-08 13F LaSalle St. Investment Advisors, LLC 2 627 −10,71 243
2026-04-24 13F KPP Advisory Services LLC 115 033 21,87 10 662 32,33
2026-04-28 13F Q3 Asset Management 0 −100,00 0
2026-05-15 13F Harbour Investments, Inc. 41 308 −31,99 3 829 −26,17
2026-05-15 13F Tradition Wealth Management, LLC 8 614 −66,57 798 −63,71
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 294 0,00 27 4,00
2026-04-15 13F Seacrest Wealth Management, Llc 23 168 −0,78 2 147 4,38
2026-05-12 13F Kingsview Wealth Management, LLC 22 339 −1,25 2 071 7,20
2026-05-15 13F Coco Enterprises, LLC 222 303 −2,57 20 532 5,41
2026-01-30 13F Exencial Wealth Advisors, Llc 0 −100,00 0
2026-04-24 13F Abacus Wealth Partners, LLC 3 000 278
2026-02-13 13F Flow Traders U.s. Llc 0 −100,00 0
2026-05-07 13F Wells Financial Advisors INC 600 −39,09 56 −34,52
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-05-15 13F Van Eck Associates Corp 671 036 0,00 62 8,77
2026-05-06 13F Angeles Wealth Management, Llc 3 946 36,97 366 48,98
2026-05-11 13F Eldridge Investment Advisors, Inc. 6 652 −3,06 617 5,30
2026-05-14 13F Evoke Wealth, Llc 7 472 647 1,33 692 640 10,02
2026-04-20 13F Keudell/Morrison Wealth Management 10 714 2,60 993 11,45
2026-04-27 13F Tsfg, Llc 340 0
2026-05-14 13F Dorsey & Whitney Trust CO LLC 2 184 202
2026-05-14 13F Mission Creek Capital Partners, Inc. 383 975 −0,54 35 591 7,99
2026-04-14 13F Wealthcare Advisory Partners LLC 163 657 −5,25 15 169 2,88
2026-04-28 13F Harbor Capital Advisors, Inc. 5 840 2,73 1
2026-04-09 13F American National Bank of Texas 35 457 −10,70 3 287 −3,04
2026-05-13 13F/A Quadrant Capital Group Llc 1 078 100
2026-05-01 13F Harwood Advisory Group, LLC 27 3
2026-05-11 13F CacheTech Inc. 13 617 12,42 1 262 22,05
2026-05-27 13F Allen Capital Group, LLC 2 395 0,00 222 8,33
2026-05-11 13F High Note Wealth, LLC 70 0,00 6 20,00
2026-04-20 13F Segment Wealth Management, LLC 65 000 −2,04 6 025 6,36
2026-04-22 13F Aegis Wealth Management LLC 3 445 −26,67 319 −20,45
2026-05-12 13F Rsm Us Wealth Management Llc 50 506 3,12 4 681 11,27
2026-05-01 13F R. W. Roge & Company, Inc. 143 754 −0,96 13 8,33
2026-04-10 13F Matrix Trust Co 8 037 −44,79 1 −100,00
2026-05-11 13F Financial Perspectives, Inc 217 0,00 20 11,11
2026-04-17 13F Wealthbridge Capital Management, Llc 2 947 2,08 273 10,98
2026-04-15 13F Archford Capital Strategies, LLC 83 382 −7,77 7 729 0,14
2026-04-22 13F Capital Management Associates, Inc 14 533 −4,68 1 347 3,54
2026-04-28 13F Timber Creek Capital Management LLC 233 759 7,35 21 667 16,55
2026-04-03 13F Hickory Point Bank & Trust 2 010 −57,10 186 −53,38
2026-05-15 13F Gould Capital, LLC 1 624 40,36 151 53,06
2026-05-15 13F Aqr Capital Management Llc 134 048 1,29 12 425 9,98
2026-04-27 13F Td Private Client Wealth Llc 0 0
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-05-18 13F Centaurus Financial, Inc. 2 664 −67,14 0
2026-05-13 13F SRS Capital Advisors, Inc. 79 262 2 125,84 7 347 2 308,52
2026-05-05 13F Signet Financial Management, Llc 7 833 −13,27 726 −5,71
2026-05-08 13F Curtis Wealth Management Llc 6 973 −51,82 646 −55,39
2026-05-11 13F Savvy Advisors, Inc. 5 795 −91,86 537 −36,75
2026-04-30 13F Roman Butler Fullerton & Co 3 494 −37,16 327 −39,56
2026-05-11 13F Biltmore Family Office, LLC 13 626 −42,33 1 263 −37,40
2026-04-22 13F Aureum Wealth Management, LLC 70 864 21,21 6 568 31,60
2026-05-07 13F Sentinel Trust Co Lba 6 355 0,00 1
2026-04-17 13F AdvisorNet Financial, Inc 21 0,00 2 0,00
2026-04-27 13F Latitude Advisors, LLC 0 −100,00 0
2026-04-29 13F Cahaba Wealth Management, Inc. 0 −100,00 0
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 9 251 −11,53 857 −3,92
2026-05-15 13F Ameriprise Financial Inc 2 713 587 −5,46 252 418 2,98
2026-05-08 13F Strategic Financial Services, Inc, 583 756 −36,64 54 108 −40,11
2026-05-12 13F Strategic Wealth Partners, Ltd. 3 085 −4,28 286 3,64
2026-05-14 13F Bright Financial Advisors, Inc. 85 526 0,87 7 927 9,52
2026-05-01 13F Citizens Financial Group Inc/ri 37 654 16,91 3 490 26,96
2026-04-06 13F Washington Trust Advisors, Inc. 2 948 38,99 273 50,83
2026-04-09 13F Firethorn Wealth Partners, Llc 3 435 −55,16 318 −51,38
2026-05-08 13F Glenview Trust Co 88 275 2,38 8 182 11,15
2026-04-22 13F Formidable Asset Management, LLC 13 394 −4,03 1 143 7,22
2026-04-09 13F Wedmont Private Capital 10 777 8,69 1 009 15,58
2026-05-22 13F WNY Asset Management, LLC 24 189 2 242
2026-05-15 13F Cerity Partners LLC 1 267 461 7,27 117 481 16,46
2026-05-11 13F Rossby Financial, LCC 4 814 18 415,38 454 22 550,00
2026-04-01 13F Confluence Investment Management Llc 332 974 −12,56 30 863 −5,06
2026-05-12 13F Guidance Point Advisors, LLC 4 122 0,00 382 8,83
2026-04-20 13F LifeWealth Investments, LLC 0 −100,00 0
2026-05-15 13F Greenline Partners, LLC 529 278 −10,74 49 059 −3,08
2026-05-15 13F Charles Schwab Investment Management Inc 1 282 254 −4,88 118 852 3,28
2026-04-28 13F Hobbs Wealth Management, LLC 4 344 −46,57 403 −42,07
2026-05-15 13F Fwl Investment Management, Llc 1 331 0,00 123 8,85
2026-04-16 13F Brookstone Capital Management 91 481 8,52 8 479 17,83
2026-05-01 13F Team Financial Group, LLC 74 793 −0,29 6 933 8,26
2026-04-30 13F Verdence Capital Advisors LLC 0 −100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 25 500 0,00 2 349 3,57
2026-05-07 13F One Charles Private Wealth Services, LLC 25 210 −2,95 2 337 5,37
2026-05-12 13F Atlantic Union Bankshares Corp 1 437 15,98 133 26,67
2026-04-24 13F Saxony Capital Management, LLC 2 950 −72,11 273 −69,73
2026-05-01 13F BKD Wealth Advisors, LLC 68 436 −0,23 6 343 8,33
2026-04-15 13F Horizon Financial Services, Llc 34 537 −5,70 3 201 2,40
2026-05-14 13F Plum Street Advisors, LLC 0 −100,00 0
2026-04-20 13F Apella Capital, LLC 47 669 −5,64 4 578 6,17
2026-05-12 13F Waterloo Capital, L.P. 13 967 −0,26 1 295 8,28
2026-04-08 13F Miracle Mile Advisors, LLC 250 995 0,05 23 265 8,62
2026-04-24 13F Royal Harbor Partners, LLC 64 131 −5,54 5 944 2,57
2026-05-15 13F Hamilton Capital, LLC 7 220 8,18 669 17,57
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-05-12 13F Ameritas Advisory Services, LLC 71 086 −3,31 6 589 4,97
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 50 0,00 5 0,00
2026-05-12 13F Tower Bridge Advisors 7 965 738
2026-05-15 13F Boothbay Fund Management, Llc 35 200 55,75 3 263 69,10
2026-05-15 13F Quadrature Capital Ltd 671 197 62 213
2026-02-13 13F Colony Group, LLC 8 669 740
2026-05-07 13F Virtue Capital Management, LLC 3 619 323
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