Grundläggande statistik
| Institutionella ägare | 448 total, 448 long only, 0 short only, 0 long/short - change of 8,11% MRQ |
| Genomsnittlig portföljallokering | 0.3078 % - change of −1,91% MRQ |
| Institutionella aktier (lång) | 97 051 975 (ex 13D/G) - change of 0,69MM shares 5,84% MRQ |
| Institutionellt värde (lång) | $ 2 315 602 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (MX:IBDR) har 448 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 97,051,975 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Mercer Global Advisors Inc /adv, Hm Payson & Co, LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Sound View Wealth Advisors Group, LLC, Captrust Financial Advisors, Gratus Wealth Advisors, LLC, and Royal Bank Of Canada .
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (BMV:IBDR) 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Comerica Bank | 40 719 | −21,91 | 987 | −22,18 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 32 796 | −9,67 | 795 | −9,67 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 35 040 | 4,05 | 849 | 4,17 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 32 887 | 6,53 | 797 | 6,69 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 425 552 | −26,37 | 10 315 | −26,34 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 40 536 | 0,61 | 983 | 0,61 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 30 184 | 40,93 | 732 | 40,85 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 96 114 | 1,62 | 2 330 | 1,66 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 204 516 | −67,12 | 4 943 | −67,20 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 28 806 | 0,00 | 698 | 0,14 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 354 257 | 12,32 | 8 587 | 12,38 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 13 007 | −0,38 | 315 | −0,32 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 275 | 0,00 | 7 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 10 160 | 246 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 9 532 | 231 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 707 | 90 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 33 598 | 40,61 | 814 | 40,83 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 81 562 | −0,43 | 1 977 | −0,35 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 92 004 | −5,56 | 2 230 | −5,51 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 41 092 | 76,64 | 996 | 76,91 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 37 608 | 912 | ||||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 64 597 | 0,17 | 1 566 | 0,19 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 6 371 | −13,57 | 154 | −13,48 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 52 794 | 3,10 | 1 280 | 3,15 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 12 113 | 0,03 | 294 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 456 647 | −1,97 | 35 309 | −1,93 | ||||
| 2026-05-13 | 13F | Black Cypress Capital Management, LLC | 3 500 | 0,00 | 85 | 0,00 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 39 742 | 19,25 | 963 | 19,33 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 103 348 | 2,05 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 168 578 | 4,14 | 4 086 | 4,18 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 98 441 | 9,19 | 2 386 | 9,25 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 154 692 | 47,98 | 3 748 | 48,03 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 665 | 0,00 | 16 | 0,00 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 466 279 | −6,42 | 11 303 | −6,38 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 385 152 | 170,13 | 9 336 | 170,30 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 228 110 | 7,01 | 5 529 | 7,05 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 53 999 | 14,18 | 1 309 | 14,24 | ||||
| 2026-05-08 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 511 | −57,80 | 12 | −58,62 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2 815 | 68 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 117 711 | −9,64 | 2 853 | −9,60 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 11 283 | −27,09 | 273 | −27,01 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 12 500 | 0,00 | 303 | 0,33 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 9 310 | 0,00 | 226 | 0,00 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 125 581 | −39,40 | 3 044 | −39,37 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 19 977 | 484 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 297 340 | 7 208 | ||||||
| 2026-05-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 225 705 | −0,84 | 5 471 | −0,80 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 315 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 6 891 | −5,51 | 167 | −5,11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 044 967 | −0,06 | 98 050 | −0,02 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 26 843 | −34,28 | 651 | −34,28 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 23 994 | 582 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 18 000 | −18,18 | 436 | −18,20 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 55 807 | 66,39 | 1 353 | 66,50 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 31 769 | 11,42 | 770 | 11,59 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 557 348 | 7,86 | 13 505 | 7,55 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 27 426 | −27,16 | 665 | −27,19 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1 440 | 0,00 | 35 | 0,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 372 480 | 22,95 | 9 028 | 23,00 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 574 526 | 6,41 | 13 927 | 6,45 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 101 802 | 3,63 | 2 468 | 3,66 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 15 200 | 3,40 | 368 | 3,37 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 82 260 | −3,58 | 1 994 | −3,58 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 63 | 1,61 | ||||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Mlp3, Llc | 240 | |||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 70 914 | −12,62 | 1 719 | −12,61 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 56 640 | 0,14 | 1 373 | 0,15 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 16 220 | 0,00 | 393 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 51 246 | −2,18 | 1 242 | −2,13 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 3 515 | 0,00 | 85 | 0,00 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 47 823 | −42,34 | 1 159 | −42,31 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1 157 018 | −3,98 | 28 046 | −3,94 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 59 223 | −2,86 | 1 436 | −2,84 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 012 174 | 2,98 | 24 535 | 3,03 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 26 004 | −3,81 | 630 | −3,82 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 361 295 | 0,00 | 8 754 | 0,00 | ||||
| 2026-01-27 | 13F | Smith, Salley & Associates | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 81 453 | −14,58 | 1 974 | −14,55 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 48 420 | −1,89 | 1 174 | −1,84 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10 003 | 242 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6 019 | 0,45 | 146 | 0,00 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 29 874 | 37,68 | 724 | 37,90 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 88 213 | 10,31 | 2 138 | 10,38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 587 263 | 7,99 | 14 235 | 8,03 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 88 707 | 2 150 | ||||||
| 2026-05-08 | 13F | Glenview Trust Co | 710 955 | 7,66 | 17 234 | 7,71 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 142 738 | 3,00 | 3 460 | 3,04 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 71 150 | 0,88 | 1 725 | 0,94 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 249 666 | 2,81 | 6 098 | 3,34 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 85 | 183,33 | 2 | |||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 105 124 | −0,15 | 2 548 | −0,08 | ||||
| 2026-05-07 | 13F | Hamel Associates, Inc. | 242 963 | 1,68 | 5 889 | 1,73 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 76 792 | 1,02 | 1 861 | 1,09 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 446 | −97,42 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 666 707 | −17,70 | 64 641 | −17,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 196 608 | −9,43 | 4 764 | −9,43 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 163 011 | 9,57 | 3 951 | 9,63 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 16 701 | −17,79 | 405 | −17,89 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 135 966 | 18,04 | 3 296 | 18,06 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 74 740 | −3,32 | 1 812 | −3,31 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 113 296 | 30,29 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74 033 | 1 795 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 57 280 | −1,90 | 1 388 | −1,84 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 1 392 | 0,00 | 34 | 0,00 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 74 440 | 0,42 | 1 804 | 0,11 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1 140 545 | −13,49 | 27 647 | −13,45 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 11 910 | 3,96 | 289 | 3,97 | ||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 220 573 | −0,22 | 5 338 | −0,52 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 77 976 | 7,94 | 1 890 | 8,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 383 721 | 3,91 | 9 301 | 3,96 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 10 332 | 1,02 | 250 | 0,81 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 12 593 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 126 419 | −14,54 | 3 064 | −14,51 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 23 808 | 0,00 | 1 | |||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 634 876 | −2,57 | 15 389 | −2,53 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 52 392 | 39,34 | 1 270 | 39,30 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 13 672 | 0,00 | 331 | 0,00 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 18 449 | −63,11 | 447 | −63,09 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 109 995 | 0,08 | 2 666 | 0,11 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 257 107 | −0,42 | 6 232 | −0,37 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 106 627 | −2,39 | 2 585 | −2,34 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 18 154 | −2,68 | 440 | −2,44 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 338 284 | 3,59 | 8 200 | 3,63 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 882 856 | 98,13 | 21 400 | 98,22 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 11 658 | 0,00 | 283 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 74 788 | 1 813 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7 800 | 189 | ||||||
| 2026-04-24 | 13F | Balentine LLC | 413 945 | 49,54 | 10 034 | 49,60 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5 999 | −4,43 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15 543 | 10,57 | 377 | 10,59 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 200 103 | 14,06 | 4 850 | 14,12 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 9 210 | −2,41 | 223 | −2,19 | ||||
| 2026-05-01 | 13F | First Fiduciary Investment Counsel, Inc. | 77 676 | −0,98 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 12 706 | 0,00 | 308 | 0,00 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 27 599 | 0,00 | 669 | 0,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 28 443 | 354,29 | 689 | 356,29 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 61 495 | 223,49 | 1 491 | 223,91 | ||||
| 2026-04-29 | 13F | Virginia Wealth Management Group, Inc. | 199 615 | −0,48 | 4 839 | −0,45 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 24 864 | 0,00 | 602 | −0,33 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 46 601 | 3,04 | 1 130 | 3,11 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3 173 | 0,70 | 77 | 0,00 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 70 028 | −4,84 | 1 697 | −4,82 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5 997 | −89,25 | 145 | −89,33 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 427 717 | 4,03 | 10 368 | 4,08 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 1 580 | 0,00 | 38 | 0,00 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 104 314 | −4,76 | 2 529 | −4,71 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 11 704 | −1,39 | ||||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 1 243 779 | 4,43 | 30 149 | 4,47 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 18 714 | −18,64 | 454 | −18,67 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 9 031 | 0,68 | 219 | 0,46 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 713 | 17 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 10 239 | −15,44 | 248 | −15,36 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 31 869 | −5,83 | ||||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 12 263 | 297 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 8 448 | 0,14 | 205 | 0,00 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 76 957 | 23,75 | 1 865 | 23,84 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 66 548 | 0,00 | 1 613 | 0,06 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 14 429 | −2,00 | 350 | −1,97 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 476 015 | 79,95 | 11 539 | 80,03 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 4 150 | 0,24 | 101 | 0,00 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 9 148 | 0,00 | 222 | 0,00 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 31 107 | 0,00 | 754 | −0,26 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 338 601 | 0,41 | 8 208 | 0,44 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10 033 | 3,48 | 243 | 3,40 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 135 960 | 4,24 | 3 296 | 4,27 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 753 | 0,13 | ||||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1 670 | 0,00 | 40 | 0,00 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 325 923 | −3,13 | 7 900 | −3,13 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 32 858 | 4,55 | 794 | 4,34 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 32 799 | −1,04 | 795 | −1,00 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 49 682 | 1 204 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 166 266 | 4,56 | 4 030 | 4,59 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 10 575 | 0,00 | 256 | 0,00 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 10 510 | 0,00 | 255 | 0,00 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 864 007 | 4,15 | 20 944 | 3,45 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 84 593 | 2,66 | 2 051 | 2,71 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 18 156 | 1,87 | 440 | 2,09 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11 613 | 81,34 | 282 | 81,29 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 53 162 | 0,11 | 1 289 | 0,16 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 2 500 | 0,00 | 61 | 0,00 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 41 282 | −3,76 | 1 001 | −3,75 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 32 294 | 0,29 | 783 | 0,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 4 273 058 | 3,30 | 103 579 | 3,31 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 16 154 | 10,36 | 392 | 10,45 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 10 036 | 3,51 | 243 | 3,40 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 13 306 | −2,11 | 323 | −2,13 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 15 483 | −44,45 | 375 | −44,44 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 14 325 | 0,00 | 347 | 0,00 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 152 729 | 3 702 | −0,86 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 22 205 | 0,00 | 538 | 0,00 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 48 950 | −10,92 | 1 187 | −10,89 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 34 189 | 133,93 | 829 | 133,90 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1 544 174 | −47,07 | 37 431 | −47,05 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 166 | 0,61 | 0 | |||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3 000 | 0,00 | 73 | 0,00 | ||||
| 2026-05-06 | 13F | Trust Co of Kansas | 13 576 | −2,84 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 16 902 | −1,28 | 410 | −1,21 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 112 394 | 1,26 | 2 724 | 1,30 | ||||
| 2026-04-10 | 13F | Novem Group | 9 475 | 230 | ||||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 161 896 | −0,71 | 3 924 | −0,66 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 219 375 | 31,14 | 5 318 | 31,19 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 34 108 | 0,00 | 826 | 0,00 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 2 000 | 0,00 | 48 | 0,00 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 12 509 | 46,53 | 303 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 5 075 | 0,00 | 123 | 0,82 | ||||
| 2026-04-07 | 13F | InvesTrust | 324 114 | −2,85 | 7 857 | −2,81 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 550 | |||||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 99 607 | 0,68 | 2 414 | 0,71 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 2 000 | 0,00 | 48 | 0,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 4 190 511 | −2,16 | 101 578 | −2,12 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 224 656 | −11,16 | 5 446 | −2,33 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 453 | 0,67 | 0 | |||||
| 2026-04-27 | 13F | Iron Financial, LLC | 153 813 | −0,96 | 3 728 | −0,93 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1 328 040 | −0,91 | 32 192 | −0,87 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 8 664 | −98,88 | 210 | −98,88 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 301 268 | −8,72 | 7 303 | −8,69 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 31 030 | −1,27 | 752 | −1,18 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8 277 | 0,00 | 201 | 0,00 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 14 921 | 0,67 | 362 | 0,56 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 1 035 | 0,00 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 121 406 | 13,58 | 2 943 | 13,63 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 34 000 | −0,67 | 824 | −0,60 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 18 477 | 45,95 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 25 951 | 168,53 | 629 | 168,80 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 107 002 | 131,11 | 2 594 | 131,31 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 85 071 | −0,19 | 2 062 | −0,15 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 11 735 | 26,11 | 284 | 26,22 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 9 925 | 0,00 | 241 | 0,00 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 15 700 | 0,00 | 381 | 0,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 393 | 10 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 211 829 | 3,24 | 5 135 | 3,28 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4 527 | 6,27 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 384 335 | 3,30 | 9 316 | 3,34 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 227 291 | −0,45 | 6 | 0,00 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 219 403 | −1,84 | 5 318 | −1,79 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 252 | 0,00 | ||||||
| 2026-05-08 | 13F | Align Financial, LLC | 3 646 | −95,87 | 88 | 0,00 | ||||
| 2026-01-16 | 13F | Cyr Financial Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 24 313 | −11,29 | 589 | −11,30 | ||||
| 2026-05-14 | 13F | Betterment LLC | 0 | −100,00 | 0 | |||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 90 025 | 6,70 | 2 182 | 6,75 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 8 557 | 2,63 | 207 | 2,48 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 83 930 | −2,17 | 2 034 | −2,12 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 11 584 | −45,63 | 281 | −45,74 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 7 535 | 0,00 | 183 | 0,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 24 947 | 605 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 10 758 | 0,00 | 261 | 0,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 209 513 | 2,02 | 5 079 | 2,07 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 166 583 | −3,74 | 4 038 | −3,72 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 19 023 | 461 | 0,00 | |||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 287 167 | −51,76 | 6 973 | −51,70 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 28 118 | 11,16 | 682 | 11,27 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 42 221 | −26,17 | 1 023 | −26,14 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 823 | 0,00 | 20 | 0,00 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 62 200 | −6,70 | 1 508 | −6,69 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 171 198 | 4 150 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 296 826 | 25,41 | 7 195 | 25,48 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1 | −98,53 | 0 | −100,00 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 184 581 | −0,82 | 4 474 | −0,78 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 12 769 | −1,68 | 310 | −1,59 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 29 538 | 716 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 28 271 | 1 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3 775 | 0,00 | 92 | 0,00 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 1 500 | 0,00 | 36 | 0,00 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 31 429 | 24,42 | 762 | 24,35 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1 032 655 | 21,27 | 25 032 | 21,32 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 122 902 | −18,03 | 2 979 | −18,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 148 662 | 1,48 | 3 604 | 1,52 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 10 495 | −54,11 | 254 | −54,15 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 31 575 | 4,79 | 765 | 4,79 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 11 290 | −57,75 | 274 | −57,81 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46 514 | 0,41 | 1 128 | 0,45 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 29 370 | −27,61 | 712 | −27,67 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 27 645 | −2,07 | 670 | −1,90 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 800 | 0,00 | 19 | 0,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9 449 | 229 | ||||||
| 2026-04-10 | 13F | Financial Advisory Corp | 14 112 | −5,61 | 342 | −5,52 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 243 254 | 5 896 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 423 284 | 13,73 | 10 | 11,11 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 216 018 | −6,66 | 5 236 | −6,62 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 22 802 | −19,29 | 553 | −19,30 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 63 400 | 0,00 | 1 537 | 0,00 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 940 | −29,11 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 676 932 | 15,43 | 16 409 | 117 100,00 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12 800 | 310 | ||||||
| 2026-05-14 | 13F | Cowa, Llc | 24 606 | 28,20 | ||||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 299 140 | −0,89 | 7 | 0,00 | ||||
| 2026-05-01 | 13F | American Trust | 22 590 | 0,00 | 548 | 0,00 | ||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 67 891 | 0,00 | 1 646 | 0,06 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 48 257 | 1 166 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 55 728 | 15,31 | 1 351 | 15,38 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 15 130 | 0,00 | 367 | 0,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 36 204 | 0,50 | 878 | 0,57 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3 750 218 | −3,31 | 90 905 | −3,27 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 95 430 | −78,82 | 2 313 | −78,81 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 176 985 | 23,95 | 4 290 | 24,02 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 9 760 | 0,00 | 237 | 0,00 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 14 661 | 0,01 | 355 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 29 569 | 0,00 | 717 | 0,00 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 12 950 | 0,00 | 314 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2 520 | 0,00 | 61 | 0,00 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 309 783 | 17,46 | 7 509 | 17,51 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 137 313 | 17,05 | 3 328 | 17,10 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 8 022 | 50,08 | 194 | 50,39 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 17 071 | −6,04 | 414 | −6,14 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 330 152 | 4,28 | 8 003 | 4,33 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 52 676 | −0,04 | 1 277 | 0,00 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 61 194 | 1 483 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1 544 | 1,38 | 37 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 317 587 | −0,21 | 7 698 | −0,17 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 230 542 | 0,63 | 5 588 | 0,67 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8 923 | 216 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 38 886 | −16,19 | 943 | −16,19 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 9 060 | 0,00 | 220 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 446 933 | −2,69 | 35 045 | −2,73 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 103 227 | −36,68 | 2 502 | −36,66 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 41 429 | −4,57 | 1 004 | −4,47 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 422 914 | 2,38 | 10 251 | 2,43 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 9 060 | 220 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 174 842 | 1,92 | 4 238 | 1,97 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 23 606 | 20,03 | 572 | 20,17 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 186 627 | 0,59 | 4 524 | 0,62 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 9 606 | −4,97 | ||||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 483 277 | 8,26 | 11 715 | 8,30 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 92 509 | 2 242 | ||||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 54 921 | −34,03 | 1 331 | −34,01 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 22 643 | 48,05 | 549 | 48,11 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 30 949 | 0,49 | 750 | 0,54 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26 985 | 7,14 | ||||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 14 420 | 0,00 | 350 | 0,00 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 20 621 | −0,01 | 500 | 0,00 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 14 968 | 29,39 | 363 | 29,29 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4 842 | 0,00 | 117 | 0,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 240 600 | −4,71 | 5 823 | −4,84 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 306 232 | 5,96 | 7 423 | 6,01 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 481 235 | 21,35 | 11 665 | 21,41 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 31 107 | 754 | ||||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 22 464 | 0,00 | 544 | 0,00 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 248 643 | −3,88 | 6 027 | −3,83 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 222 894 | −2,88 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 467 626 | −3,45 | 11 335 | −3,41 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 20 018 | 0,68 | 485 | 0,83 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 38 880 | 942 | 0,86 | |||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 13 001 | −1,04 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 40 704 | 0,16 | 1 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8 212 | 199 | −34,87 | |||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 12 312 | 0,00 | 298 | 0,00 | ||||
| 2026-04-08 | 13F | Tlwm | 35 730 | 0,00 | 866 | 0,12 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 9 708 | 0,00 | 235 | 0,00 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 80 826 | 2,52 | 1 959 | 2,57 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7 829 | 245,35 | 190 | 250,00 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 27 595 | 0,11 | 669 | 0,15 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 220 392 | −11,53 | 5 331 | −11,68 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 256 | 31,93 | 30 | 30,43 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 298 892 | 61,40 | 31 472 | 60,94 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 346 653 | 114,98 | 8 403 | 115,05 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 7 743 | −67,03 | 188 | −67,14 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 39 306 | −7,57 | 953 | −7,57 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 35 872 | 0,47 | 870 | 0,46 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 19 330 | 469 | 0,00 | |||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 130 061 | −1,56 | 3 153 | −1,53 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 70 095 | 42,32 | 1 699 | 42,41 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 50 792 | 0,31 | 1 231 | 0,41 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 57 183 | 6,46 | 1 386 | 6,13 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4 614 | −10,10 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 10 568 | 1,01 | 256 | 1,19 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 753 280 | −2,69 | 18 260 | −2,65 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 8 590 | 0,00 | 208 | 0,00 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 1 981 257 | −1,59 | 48 026 | −1,55 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 785 | 0,64 | 19 | 5,56 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 107 622 | −4,35 | 2 609 | −4,33 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 66 433 | −2,70 | 1 610 | −2,66 | ||||
| 2026-01-14 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 60 338 | 1,63 | 1 463 | 1,67 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 79 583 | 29,35 | 1 929 | 29,46 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 27 972 | 17,79 | 678 | 17,91 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 018 078 | −5,49 | 24 678 | −5,46 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 101 769 | 125,11 | 2 467 | 125,21 | ||||
| 2026-05-07 | 13F | First National Trust Co | 421 948 | 10,04 | 10 228 | 10,10 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 591 702 | 59,53 | 14 343 | 59,59 | ||||
| 2026-04-13 | 13F | Trust Co | 12 153 | 0,33 | 295 | 0,34 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 361 392 | −2,21 | 8 760 | −2,17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9 785 471 | 0,19 | 237 200 | 0,23 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 133 607 | 5,15 | 3 223 | 4,68 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 28 526 | −2,23 | 691 | −2,12 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 197 661 | 27,94 | 4 789 | 27,95 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 34 386 | 200,95 | 834 | 201,81 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2 924 | −0,78 | 71 | −1,41 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 9 399 | 0,00 | 228 | 0,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 13 642 | 0,00 | 331 | 0,00 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 14 305 | 0,00 | 347 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2 583 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | STAR Financial Bank | 11 934 | −63,26 | 289 | −63,28 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 9 891 | 240 | −4,02 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 618 381 | 14,26 | 14 990 | 14,32 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 23 107 | 18,37 | 560 | 18,64 | ||||
| 2026-04-24 | 13F | United Community Bank | 3 652 | 89 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 023 954 | −15,79 | 24 821 | −15,75 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 54 694 | −3,08 | 1 326 | −3,07 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 34 423 | 1,35 | 834 | 1,46 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 656 994 | 2,67 | 15 926 | 2,72 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 146 863 | −1,43 | 3 560 | −1,41 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 7 212 | 0 | ||||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 14 567 | 0,01 | 353 | 0,28 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 967 802 | 3,38 | 23 460 | 3,43 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 11 598 | 0,00 | 281 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 953 | −9,25 | ||||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 5 004 | −1,24 | ||||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 3 011 | 26,78 | ||||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 13 441 | −77,45 | 326 | −77,49 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 4 825 | 117 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 15 881 | 21,32 | 385 | 21,14 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 395 319 | 5,26 | 9 583 | 5,30 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3 820 | −45,89 | 93 | −46,20 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 14 336 | −2,90 | 348 | −2,80 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 29 948 | −15,60 | 726 | −15,60 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 797 | 44 | ||||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2 000 | 0,00 | 48 | 0,00 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 000 | 48 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 62 234 | 1 509 | ||||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 207 | 0,00 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 257 844 | 20,31 | 6 230 | 19,97 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 73 579 | 1,38 | 1 784 | 1,42 | ||||
| 2026-05-06 | 13F | CNB Bank | 3 700 | −0,96 | 90 | −1,11 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 9 322 | −59,62 | 226 | −59,75 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 137 080 | 1,04 | 3 323 | 1,06 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 3 300 | 80 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 147 979 | −2,69 | 3 587 | −2,63 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 10 516 | −32,96 | 255 | −33,16 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 22 722 | 4,38 | 551 | 4,36 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 146 103 | −0,71 | 3 542 | −0,67 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 39 866 | 0,54 | 966 | 0,63 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 866 738 | 4,31 | 21 010 | 4,35 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 209 114 | 5,10 | 5 069 | 5,15 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 70 061 | 2,18 | 1 698 | 2,23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2 139 | 52 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 621 | 0,00 | 15 | 0,00 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 8 325 | 0,00 | 202 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 23 637 | −25,71 | 571 | −25,84 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 1 496 505 | 4,17 | 36 275 | 4,22 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 15 873 | 69,44 | 385 | 69,91 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 485 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 3 038 | −99,83 | 74 | −99,83 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 408 626 | 25,45 | 34 131 | 126 311,11 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 211 425 | 5 125 | −0,58 | |||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 94 583 | −9,39 | 2 293 | −9,37 | ||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 29 441 | 28,27 | 714 | 28,24 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2 359 | 0,64 | 57 | 1,79 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 249 174 | 13,39 | 6 040 | 13,43 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 16 352 | 0,00 | 396 | 0,00 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 605 901 | 2,78 | 14 687 | 2,82 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 9 110 | 221 | ||||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 111 058 | −70,39 | 2 692 | −70,38 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 22 172 | 21,47 | 537 | 21,49 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1 392 870 | 8,96 | 33 763 | 9,00 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 5 311 | 129 | ||||||
| 2026-05-11 | 13F | Rebalance, Llc | 760 385 | −1,60 | 18 432 | −1,56 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 27 134 | −2,85 | 658 | −2,81 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 809 589 | 7,52 | 19 624 | 7,57 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 2 000 | 0,00 | 48 | 0,00 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 232 146 | −1,11 | 5 627 | −1,07 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21 812 | −20,06 | 527 | −20,42 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 9 594 | 0 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 1 066 | −0,65 | 26 | 0,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 544 053 | −14,54 | 13 188 | −14,51 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 17 615 | 16,54 | 427 | 16,39 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 564 | −32,74 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 10 683 | −9,94 | 259 | −10,10 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 14 356 | −6,83 | 348 | −6,97 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 124 358 | 54,82 | 3 014 | 54,88 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 253 392 | −3,99 | 6 142 | −3,96 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10 487 | 0,76 | 254 | 0,40 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 995 431 | 1,86 | 24 129 | 1,90 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 751 427 | 4,12 | 18 215 | 4,17 |
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