Grundläggande statistik
| Institutionella ägare | 2069 total, 2067 long only, 0 short only, 2 long/short - change of 1,42% MRQ |
| Genomsnittlig portföljallokering | 0.9089 % - change of 0,47% MRQ |
| Institutionella aktier (lång) | 402 062 564 (ex 13D/G) - change of 1,31MM shares 1,51% MRQ |
| Institutionellt värde (lång) | $ 44 316 126 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) har 2069 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 402,062,564 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, Stifel Financial Corp, and Pnc Financial Services Group, Inc. .
iShares Trust - iShares S&P 500 Growth ETF (BMV:IVW) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 613 | 62,60 | 69 | 50,00 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 19 063 | 17,71 | 2 156 | 8,02 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 7 272 | 0,00 | 823 | −8,26 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2 705 | 9,65 | 333 | 12,12 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 4 585 | 595 | ||||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 3 602 | 12,07 | 407 | 2,78 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 20 200 | 0,00 | 2 285 | −8,24 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 107 688 | −0,55 | 125 291 | −8,74 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 9 592 | −35,58 | 1 085 | −40,93 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 194 676 | −2,01 | 22 020 | −10,09 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 1 830 | −86,39 | 207 | −87,57 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1 338 195 | 6,60 | 151 363 | −2,18 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 50 | 0,00 | 6 | −16,67 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 17 563 | −5,15 | 1 987 | −12,97 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 42 106 | −14,69 | 4 763 | −21,72 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 2 103 | 0,00 | 238 | −8,49 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 66 676 | 3,24 | 8 613 | 8,19 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 591 | 67 | ||||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 28 485 | −1,18 | 3 222 | −9,32 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 2 137 | 0,00 | 242 | −8,37 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 2 126 | −3,41 | 240 | −11,44 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 331 826 | −0,93 | 37 533 | −9,09 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 2 346 | 0,00 | 265 | −8,30 | ||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 15 857 | −2,14 | 1 794 | −10,22 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 4 878 | −1,05 | 552 | −9,23 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 2 844 | 12,10 | 322 | 2,88 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 308 124 | −2,74 | 34 852 | −10,75 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 160 | −55,56 | 18 | −59,09 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 129 | 15 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 4 188 | −7,32 | 474 | −15,08 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 156 870 | −0,49 | 17 744 | −8,69 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 3 848 | 63,05 | 435 | 50,00 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 4 364 | 128,84 | 494 | 109,79 | ||||
| 2026-04-22 | 13F | Vicus Capital | 4 861 | −18,54 | 550 | −25,31 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 9 706 | −0,02 | 1 098 | −8,28 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 28 719 | −81,50 | 3 248 | −83,02 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 2 149 | 3,32 | 243 | −5,08 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 117 270 | 1,46 | 13 264 | −6,90 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 69 972 | 3,02 | 7 915 | −5,46 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 12 052 | −12,38 | 1 363 | −19,59 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 6 543 | −7,62 | 740 | −15,23 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 7 884 | −10,18 | 947 | −12,57 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 576 341 | −38,61 | 65 190 | −43,67 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 18 536 | 13,23 | 2 097 | 3,92 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 7 012 | −2,09 | 793 | −10,09 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 45 482 | 17,79 | 5 144 | 8,09 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 5 571 | 5,29 | 630 | −3,37 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 3 162 | −13,75 | 0 | |||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 23 503 | −3,78 | 2 658 | −11,69 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 8 113 | −7,62 | 918 | −15,25 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 20 200 | 0,00 | 2 285 | −8,24 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 470 220 | 74,09 | 53 187 | 59,75 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 283 172 | −2,32 | 32 030 | −10,36 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 4 437 | 0,00 | 502 | −8,24 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 31 717 | 0,99 | 3 588 | −7,34 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 198 711 | 58,81 | 25 604 | 63,87 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 50 836 | −3,86 | 5 750 | −11,77 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 2 176 | 0,00 | 246 | −8,21 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 13 511 | 3,51 | 1 528 | −2,98 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 23 482 | 34,34 | 2 656 | 23,31 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 501 149 | 3,04 | 56 685 | −5,44 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 16 217 | 4,28 | 1 834 | −4,28 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1 718 | −20,06 | 194 | −26,52 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 20 458 | 0,10 | 2 314 | −8,14 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 141 | 0,00 | 16 | −11,76 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 112 722 | −0,43 | 12 750 | −8,64 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 5 386 | 1,68 | 609 | −6,60 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2 167 | −0,09 | 245 | −8,24 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 23 761 | −6,86 | 2 688 | −14,54 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 33 500 | 0,00 | 3 789 | −8,23 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 13 000 | 0,00 | 1 470 | −8,24 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 6 726 | −0,62 | 761 | −8,87 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 77 078 | −0,62 | 8 718 | −8,81 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 2 077 | 0,00 | 273 | 7,06 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 7 197 | −10,52 | 814 | −17,86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 81 105 | −0,01 | 9 174 | −8,24 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 10 096 | −3,85 | 1 142 | −11,82 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 2 764 | 5,54 | 313 | −3,11 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 4 704 | 0,00 | 532 | −8,12 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 6 431 | 0,44 | 727 | −7,86 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 3 181 | 0,06 | 360 | −8,18 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 11 944 | −11,28 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 57 269 | 39,44 | 7 528 | 45,93 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 13 463 | −0,62 | 1 523 | −8,81 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 346 339 | 0,58 | 37 351 | −11,99 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 16 494 | −8,70 | 1 866 | −16,22 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 2 302 | −1,03 | 260 | −9,09 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 141 683 | 417,37 | 16 026 | 374,81 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 502 | 57 | ||||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 2 128 | 0,00 | 275 | 3,79 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 3 649 | 0,00 | 413 | −8,24 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 70 594 | 9,34 | 7 985 | 0,34 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 23 088 | −4,69 | 2 611 | −12,53 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 35 457 | −1,79 | 4 011 | −9,87 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 276 | 0,00 | 31 | −8,82 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 33 053 | −0,70 | 3 739 | −8,87 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 31 193 | −1,98 | 3 528 | −10,05 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 883 779 | 0,17 | 99 964 | −8,08 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 42 400 | −46,33 | 4 796 | −51,20 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6 599 | 1,49 | 746 | −6,87 | ||||
| 2025-12-10 | 13F | Mainstay Capital Management Llc /adv | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Beacon Financial Group | 8 953 | −4,37 | 1 013 | −12,23 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 12 036 | 0,00 | 1 361 | −8,23 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 13 365 | 0,00 | 1 512 | −8,26 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 1 840 | 0,11 | 208 | −7,96 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 664 | 75 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 24 980 | 33,98 | 2 826 | 22,93 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 4 700 | −4,90 | 579 | −2,85 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 49 468 | 0,05 | 5 595 | −8,19 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 210 | 0,00 | 24 | −4,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 128 203 | 13,59 | 15 | 7,69 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 7 939 | 0,00 | 898 | −8,28 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 3 751 | −2,14 | 424 | −10,17 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 990 288 | 4,93 | 327 905 | −6,65 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2 550 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 34 223 | −2,57 | 3 871 | −10,60 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6 009 | 0,15 | 680 | −8,12 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 482 689 | 0,85 | 59 496 | 2,97 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 7 738 | −7,15 | 875 | −14,80 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 7 451 | 6,43 | 843 | −2,32 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 75 101 | −5,15 | 8 495 | −10,22 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 460 | 0,00 | 52 | −7,14 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1 087 | 0,09 | 123 | −8,27 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 13 015 | 15,83 | 1 647 | 17,98 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 156 640 | 0,45 | 18 | −10,53 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 7 668 | −49,08 | 867 | −53,29 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 46 579 | 2,76 | 5 269 | −5,71 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 62 328 | 4,70 | 7 053 | −3,92 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 917 | −12,25 | 104 | −19,53 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 36 414 | 0,92 | 4 119 | −7,40 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 43 401 | −1,54 | 4 909 | −9,64 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 20 229 | −8,45 | 2 288 | −15,98 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 3 883 | −56,82 | 439 | −60,38 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 29 833 | 17,00 | 3 374 | 7,38 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 8 657 | −1,93 | 979 | −10,02 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 1 102 | −87,94 | 125 | −88,99 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 3 713 | 0,43 | 420 | −7,91 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 79 375 | −1,38 | 8 978 | −9,50 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 965 703 | −3,59 | 222 442 | −11,52 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 58 188 | 2,87 | 6 582 | −5,61 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 4 172 | −16,09 | 472 | −23,04 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 253 | 0,00 | 29 | −9,68 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 10 336 | −0,05 | 1 169 | −8,24 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 5 662 | −1,74 | 640 | −9,86 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 3 009 | 0,00 | 340 | −8,11 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 9 321 | −7,79 | 1 054 | −15,34 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 7 330 | 22,70 | 829 | 12,64 | ||||
| 2026-04-29 | 13F | Renasant Bank | 13 302 | −36,95 | 1 505 | −42,15 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 9 169 | 33,95 | 997 | 17,31 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 214 | −17,05 | 24 | −22,58 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 2 908 | −43,63 | 329 | −48,35 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 27 424 | 0,09 | 3 | 0,00 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 3 003 | −1,22 | 340 | −9,36 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 2 757 | 0,07 | 312 | −8,26 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 8 854 | 1,25 | 1 001 | −7,06 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 15 521 | 30,18 | 1 756 | 19,47 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 7 846 | −13,17 | 887 | −20,31 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 227 585 | −1,17 | 25 742 | −9,30 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 58 348 | −0,76 | 6 600 | −8,94 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 640 | 0,00 | 72 | −7,69 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 3 429 | 15,88 | 388 | 6,32 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 5 085 | −0,33 | 575 | −8,44 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 17 565 | −5,93 | 1 987 | −13,69 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 71 221 | 7,79 | 8 056 | −1,09 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 19 006 | −0,78 | 2 150 | −8,98 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 3 705 | 0,00 | 419 | −8,11 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 2 505 | 3,34 | 283 | −5,03 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 240 383 | 1,55 | 27 190 | −6,81 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 3 224 | −0,77 | 365 | −9,00 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 11 543 | 1 306 | ||||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 15 995 | −4,81 | 1 972 | −2,81 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 2 995 | −89,52 | 339 | −90,41 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1 168 | 0,00 | 132 | −7,69 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 239 | 0,00 | 27 | −6,90 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 5 534 | 0,00 | 626 | −8,36 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 52 098 | −2,19 | 5 893 | −10,25 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 3 008 | −4,17 | 340 | −11,92 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 6 890 | −8,55 | 779 | −16,06 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 206 609 | 11,88 | 23 370 | 2,67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 136 302 | 306,80 | 15 417 | 273,38 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 44 | 5 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 26 830 | 54,26 | 3 | 50,00 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 2 572 | 0,00 | 291 | −8,52 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 532 813 | 469,40 | 60 266 | 422,55 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 100 | 0,00 | 11 | −8,33 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 1 991 | 0,00 | 225 | −8,16 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 2 649 | −54,30 | 300 | −58,12 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1 852 | 210 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2 552 | −0,16 | 315 | 1,95 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 70 284 | 7,45 | 7 950 | −1,40 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 3 586 | 465 | ||||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 18 245 | −0,35 | 2 064 | −8,55 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4 385 | 1,15 | 496 | −7,12 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1 316 | 0,00 | 149 | −8,64 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 239 321 | 0,24 | 29 499 | 2,35 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 21 122 | 2,10 | 2 389 | −6,31 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 2 124 | 0,00 | 240 | −8,05 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 536 | 0,00 | 61 | −9,09 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 4 764 | 4,61 | 539 | −4,10 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 113 394 | −8,50 | 12 826 | −16,04 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 566 951 | −0,60 | 64 128 | −8,78 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 2 109 | 0,00 | 239 | −8,11 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 81 | 0,00 | 9 | 0,00 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 598 490 | −2,31 | 68 623 | −9,47 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25 277 | −15,70 | 2 859 | −22,65 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 9 291 | −0,27 | 1 051 | −8,54 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 16 227 | −2,53 | 1 835 | −10,58 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 11 765 | −0,76 | 1 331 | −8,97 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 139 627 | 1,59 | 129 | −7,25 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 14 506 | 4,22 | 1 641 | −4,31 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 129 | 0,00 | 15 | −6,67 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 115 290 | −0,09 | 13 040 | −8,31 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 6 018 | −1,47 | 681 | −9,57 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 30 539 | 10,08 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2 703 | −1,39 | 306 | −9,50 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 15 688 | −3,52 | 2 | −50,00 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 6 876 | 0,13 | 778 | −8,16 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 5 485 | 620 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 262 208 | 2,46 | 29 658 | −5,98 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 17 855 | 0,45 | 2 020 | −7,81 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 32 903 | −3,75 | 3 722 | −11,68 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 57 039 | 125,67 | 6 452 | 107,09 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 4 410 | 0,09 | 479 | −11,79 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 13 029 | 0,08 | 1 474 | −8,17 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 7 612 | 0,57 | 861 | −7,82 | ||||
| 2026-04-14 | 13F | Legacy Trust | 3 642 | −1,09 | 412 | −9,27 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6 320 | 0,00 | 715 | −6,79 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 828 745 | 5,64 | 93 739 | −3,06 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 58 681 | 4,72 | 6 637 | −3,91 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 34 929 | 35,79 | 3 951 | 24,61 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 1 119 | 0,00 | 127 | −8,03 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 4 209 | −0,47 | 476 | −8,64 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 19 112 | 3,20 | 2 162 | −5,30 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3 344 | 3,47 | 378 | −5,03 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 569 | 18,79 | 64 | 10,34 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 11 847 | −0,85 | 1 340 | −8,97 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 96 586 | 7,16 | 10 925 | −1,67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 118 906 | 107,54 | 13 450 | 90,47 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 141 475 | 2,00 | 16 002 | −6,40 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 896 757 | −5,88 | 110 534 | −3,90 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 275 902 | −0,01 | 31 207 | −8,24 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 24 823 | −11,08 | 2 807 | 93 433,33 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 221 923 | −11,71 | 25 102 | −18,98 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 3 598 | 0,00 | 407 | −8,35 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 73 070 | −61,52 | 8 265 | −64,69 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1 164 899 | 4,54 | 131 742 | −4,57 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 4 325 | −16,39 | 489 | −23,23 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20 265 | 0,32 | 2 292 | −7,91 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 15 552 | 0,00 | 1 759 | −8,19 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 263 812 | 0,06 | 29 840 | −8,18 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 26 776 | −23,44 | 3 029 | −29,74 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 328 | −7,87 | 0 | |||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 111 071 | −0,84 | 13 | −7,69 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 230 828 | 4,15 | 26 109 | −4,43 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 3 044 | 0,00 | 344 | −8,27 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 120 084 | 2,18 | 13 583 | −6,23 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1 506 | 170 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 203 024 | −58,38 | 22 964 | −61,81 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2 342 | 0,09 | 265 | −8,33 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 24 145 | −74,12 | 2 731 | −76,25 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10 819 | −7,09 | 1 224 | −14,77 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 1 972 | 0,00 | 223 | −8,23 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 7 091 | 0,00 | 802 | −8,24 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 10 718 | 17,94 | 1 212 | 7,93 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 54 202 | 2,05 | 6 131 | −6,36 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 10 499 | −50,38 | 1 188 | −54,92 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 29 113 | −0,04 | 3 293 | −8,25 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 4 983 | −23,20 | 564 | −29,54 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 50 | 0,00 | 6 | −16,67 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 1 496 | −11,90 | 169 | −19,14 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 2 021 | 0,00 | 229 | −8,43 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 167 625 | −2,84 | 21 510 | 1,15 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 43 846 | 43,86 | 4 959 | 32,03 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 44 180 | 33,51 | 5 306 | 30,11 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 46 950 | 0,36 | 5 310 | −7,91 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 2 295 | 260 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 3 383 | 0,00 | 383 | −8,17 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 90 801 | 4,57 | 10 271 | −4,05 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 7 121 | 0,00 | 805 | −8,21 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 2 509 | 0,00 | 284 | −8,41 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 1 775 | 208,70 | 201 | 185,71 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 490 | 28,95 | 0 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4 513 | 1,30 | 510 | −7,10 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 122 | 0,00 | 14 | −13,33 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 11 339 | 4,89 | 1 283 | −3,75 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 5 846 | −1,43 | 661 | −9,58 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 15 066 | 1,07 | 1 704 | −7,24 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 7 119 | −8,11 | 805 | −15,62 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 81 811 | −6,81 | 9 254 | −12,69 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 87 | 0,00 | 10 | −10,00 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 3 586 | 0,00 | 406 | −8,37 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 6 222 | 3,05 | 704 | −5,51 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2 431 | 19,17 | 275 | 9,16 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 5 339 | 13,89 | 604 | 4,51 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 28 125 | 0,00 | 3 181 | −8,22 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 2 285 | 0,09 | 258 | −8,19 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 28 210 | −11,75 | 3 191 | −19,04 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 7 947 | 9,16 | 911 | 1,45 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 347 289 | 2,65 | 39 282 | −5,81 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 2 788 | 0,00 | 315 | −8,16 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 9 842 | 4,04 | 1 113 | −4,55 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 7 622 | −6,95 | 862 | −14,57 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 84 840 | 13,32 | 9 596 | 4,00 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 3 305 | 0,00 | 374 | −8,35 | ||||
| 2026-04-13 | 13F | Arwa Llc | 38 780 | 19,89 | 4 657 | 16,80 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 4 149 | 0,07 | 469 | −8,22 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1 405 | 36,28 | 159 | 25,20 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 2 404 | −4,79 | 0 | |||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 21 159 | −24,74 | 2 393 | −30,94 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 276 795 | 12,04 | 257 528 | 2,81 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 4 143 | 16,57 | 469 | 6,85 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 2 472 | 0,00 | 280 | −8,22 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 120 172 | −1,95 | 13 593 | −10,02 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 2 921 | 0,03 | 330 | −8,08 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Financial Life Advisors | 361 009 | 1,51 | 40 834 | −6,85 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 595 640 | −3,09 | 67 373 | −11,07 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 492 926 | 13,99 | 63 514 | 19,16 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 33 611 | 0,96 | 3 802 | −7,36 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 630 | 13,51 | 71 | 4,41 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Weaver Consulting Group | 9 713 | 45,12 | 1 099 | 33,09 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 11 600 | 0,00 | 1 312 | −8,19 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 963 042 | −0,64 | 108 930 | −8,83 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 5 140 | −0,50 | 581 | −8,65 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 245 | −8,27 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1 901 | 215 | ||||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 10 967 | 0,00 | 1 388 | 2,74 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 5 952 | 208,71 | 673 | 183,97 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 22 337 | −3,93 | 2 526 | −11,83 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4 448 | −7,93 | 548 | −6,00 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 6 413 | 0,00 | 725 | −8,23 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 892 | 0,00 | 110 | 1,87 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 1 933 | 0,00 | 219 | −8,40 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 525 | 0,00 | 59 | −7,81 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 19 436 | 10,90 | 2 611 | 20,83 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 157 | −90,53 | 18 | −91,67 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 353 003 | 11,13 | 39 928 | 1,98 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 3 422 | 0,00 | 387 | −8,08 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 2 161 | −7,69 | 244 | −15,28 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 188 161 | 1,87 | 21 283 | −4,54 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 9 996 | 128,64 | 1 131 | 110,04 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 10 401 | −36,36 | 1 176 | −41,61 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 65 577 | 0,98 | 7 417 | −7,33 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 36 247 | 37,21 | 4 100 | 25,89 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 7 564 | −16,12 | 856 | −23,04 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2 663 | 1,33 | 301 | −6,81 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 12 607 | 0,00 | 1 426 | −8,24 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 4 656 | 0,00 | 527 | −8,20 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 201 678 | 8,95 | 22 812 | −0,02 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 3 969 | 7,07 | 449 | −1,75 | ||||
| 2026-05-11 | 13F | Commerce Bank | 164 927 | 196,72 | 18 655 | 172,28 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 2 028 | −95,52 | 250 | −95,43 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 4 929 | 558 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2 394 | −23,56 | 271 | −30,05 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 9 551 | −23,12 | 1 080 | −29,46 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 10 150 | 3,22 | 1 148 | −5,28 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 2 416 574 | 9,61 | 273 | 0,74 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 4 444 | 10,11 | 503 | 0,60 | ||||
| 2026-05-11 | 13F | United Bank | 76 206 | −35,10 | 8 620 | −40,45 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 1 815 | 205 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4 414 | −35,93 | 499 | −41,22 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1 285 735 | 1,25 | 145 429 | −7,09 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 5 268 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 11 796 | 0,00 | 1 334 | −8,19 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 21 798 | 12,25 | 2 466 | 3,01 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1 126 579 | 1,23 | 127 427 | −7,11 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 21 111 | 451,49 | 2 388 | 406,79 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 12 036 | 2,75 | 1 361 | −5,68 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 4 174 | 76,79 | 472 | 62,20 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 1 092 | 0,00 | 124 | −8,21 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 2 616 | 0,00 | 296 | −8,39 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 13 903 | −12,38 | 1 573 | −19,59 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 920 546 | 81,02 | 236 725 | 84,82 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 12 646 | 1 430 | ||||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 2 896 | 0,00 | 328 | −8,15 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 845 298 | −6,09 | 95 612 | −13,83 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 6 987 | 22,36 | 790 | 12,38 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 116 736 | −2,55 | 13 | −7,14 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11 274 | −0,06 | 1 275 | −8,27 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2 236 643 | −5,71 | 252 987 | −13,47 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 179 696 | −13,27 | 20 325 | −20,42 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 10 760 | 0,00 | 1 217 | −8,22 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 732 503 | 4,32 | 82 853 | −4,27 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2 576 | −3,74 | 295 | −10,33 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 7 152 | −0,10 | 809 | −8,39 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 155 378 | 9,65 | 19 152 | 11,96 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 3 478 | −49,90 | 393 | −54,04 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 22 494 | −0,60 | 2 544 | −8,78 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 9 655 | 3,54 | 1 092 | −4,96 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 53 025 | −54,58 | 5 998 | −58,33 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 10 145 | 0,00 | 1 148 | −8,24 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 354 513 | −1,89 | 40 099 | −9,97 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 130 496 | 0,01 | 14 760 | −8,69 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 75 582 | 0,01 | 8 549 | −8,22 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 30 445 | −2,75 | 3 444 | −10,76 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 2 753 | 0,04 | 311 | −8,26 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2 374 | −9,39 | 268 | −16,77 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1 414 | −10,96 | 160 | −18,46 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 4 350 | −1,47 | 492 | −10,38 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 17 411 | 8,94 | 1 969 | 0,00 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 352 547 | 0,07 | 39 877 | −8,17 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 151 | 0,00 | 17 | −5,56 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 1 326 | 0,00 | 150 | −8,59 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 3 110 | 352 | ||||||
| 2026-05-11 | 13F | Rinkey Investments | 5 924 | −0,17 | 670 | −8,34 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 89 253 | 3,88 | 10 095 | −4,67 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 18 612 | −2,88 | 2 105 | −10,88 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 7 192 | −13,58 | 813 | −20,68 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2 780 | 0,00 | 314 | −8,19 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 12 827 | −1,82 | 1 451 | −9,94 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 104 975 | −6,12 | 11 412 | −17,20 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 55 806 | −0,93 | 6 312 | −9,09 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1 047 | 0,10 | 135 | 8,94 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 13 112 | 1 | ||||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1 742 | −22,54 | 197 | −28,88 | ||||
| 2026-05-07 | 13F | First National Trust Co | 10 257 | −2,03 | 1 160 | −10,08 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 6 275 | 855 | ||||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2 086 | −96,41 | 236 | −96,72 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 76 | −15,56 | 9 | −27,27 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 176 208 | −8,52 | 19 931 | −16,05 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 13 182 | 1 491 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 143 743 | −2,26 | 16 259 | −10,31 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 10 355 | −9,46 | 1 171 | −15,14 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 80 275 | −0,25 | 9 080 | −8,47 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 4 393 | 0,00 | 497 | −8,32 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 3 335 976 | −8,48 | 377 332 | −16,02 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 9 200 | 0,00 | 1 041 | −8,21 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 1 937 | −4,72 | 219 | −12,40 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2 996 | 339 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 15 355 004 | 2,22 | 1 736 805 | −6,20 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 4 154 | 0,00 | 470 | −8,40 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 2 063 | 1,48 | 233 | −6,80 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 42 754 | 9,83 | 4 836 | 0,77 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 18 149 | 105,84 | 2 053 | 88,95 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 11 067 | −3,50 | 1 252 | −11,46 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 101 367 | 7,32 | 11 466 | −1,52 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 26 061 | −2,07 | 2 948 | −10,15 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 8 914 | −14,21 | 1 008 | −21,25 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 23 227 | 6,79 | 2 627 | −1,98 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 6 383 | 0,00 | 722 | −8,14 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 14 574 | −16,68 | 1 648 | −23,56 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 6 121 | −4,42 | 692 | −12,29 | ||||
| 2026-05-14 | 13F | Winslow Capital Management, LLC | 3 323 | −68,09 | 376 | −70,77 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 3 905 | 37,74 | 442 | 26,36 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 17 518 | 1 981 | ||||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 29 041 | −94,46 | 3 285 | −94,92 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 5 498 | 81,21 | 622 | 66,49 | ||||
| 2026-05-15 | 13F | Family Management Corp | 4 750 | −6,02 | 537 | −13,67 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 2 232 | −0,40 | 252 | −8,70 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 2 840 | 0,00 | 321 | −8,29 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 283 277 | −10,58 | 32 041 | −17,94 | ||||
| 2026-05-06 | 13F | CNB Bank | 9 400 | 0,00 | 1 063 | −8,20 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 41 437 | −5,50 | 4 687 | −13,29 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 189 884 | 0,48 | 21 478 | −7,80 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 519 | 0,00 | 59 | −9,37 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 6 754 | −3,24 | 764 | −11,28 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2 623 | −1,83 | 297 | −10,03 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 2 177 | −26,03 | 246 | −32,04 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 103 694 | 11,85 | 11 729 | 2,63 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 135 861 | −13,03 | 15 367 | −20,19 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 1 798 | 0,00 | 203 | −8,14 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 5 087 | −1,83 | 575 | −9,87 | ||||
| 2026-05-15 | 13F | EFG International AG | 16 744 | 1 894 | ||||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 11 971 | −0,47 | 1 354 | −8,64 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 2 119 | 0,09 | 240 | −8,08 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 27 196 | −23,11 | 3 076 | −29,43 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 290 090 | 0,05 | 32 812 | −8,18 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3 526 | −21,94 | 399 | −28,42 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 10 802 | −0,39 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 3 697 | 0,00 | 418 | −8,13 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 81 | 0,00 | 9 | 0,00 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 2 184 | 0,00 | 247 | −8,18 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 5 170 | 0,00 | 585 | −8,32 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 5 544 | 66,24 | 627 | 52,55 | ||||
| 2026-05-06 | 13F | Everest Management Corp. | 2 408 | 0,00 | 272 | −8,11 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 2 798 | −5,60 | 317 | −13,42 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 220 703 | −0,43 | 24 964 | −8,63 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 10 109 | 0,00 | 1 143 | −8,27 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 59 939 | 8,80 | 6 780 | −0,16 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 294 526 | 5,17 | 33 | −2,94 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 20 234 | −8,30 | 2 289 | −15,85 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 5 | 1 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 2 694 953 | −0,38 | 304 826 | −8,59 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 8 950 | 0,00 | 1 012 | −8,25 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 56 000 | 0,00 | 6 334 | −8,23 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 48 853 | 15,71 | 5 526 | 6,17 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 1 976 | 0,05 | 224 | −8,23 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 8 810 | −2,81 | 997 | −10,83 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 5 000 | 0,00 | 566 | −8,28 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 6 114 | 41,86 | 692 | 29,16 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 7 132 | 807 | ||||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 8 880 | 0,00 | 1 072 | −3,86 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 28 678 | −1,20 | 3 244 | −9,34 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 912 | 0,00 | 103 | −8,04 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 4 031 | 0,00 | 456 | −8,27 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 4 610 | −1,03 | 522 | −9,23 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 14 112 | 3,97 | 1 596 | −4,60 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 16 389 | −0,50 | 1 854 | −8,72 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2 716 | 0,93 | 307 | −7,25 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 14 469 | 1,09 | 1 637 | −7,26 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 688 281 | 0,22 | 77 852 | −8,04 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 5 527 | −78,74 | 625 | −80,49 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 137 939 | −1,73 | 15 602 | −9,82 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 4 977 | −0,50 | 563 | −8,77 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1 894 | 0,00 | 214 | −8,15 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 250 792 | 2,76 | 28 367 | −5,70 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2 834 | 14,23 | 321 | 4,92 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 914 | 103 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 7 434 | 52,09 | 841 | 39,53 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 3 978 | −4,51 | 450 | −12,48 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1 009 | 0,10 | 114 | −8,06 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 8 300 | 0,00 | 939 | −8,31 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 80 900 | 9 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 22 408 | 3,08 | 2 535 | −5,41 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2 967 | 11,37 | 336 | 2,13 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 50 567 | −1,88 | 5 720 | −9,97 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 432 346 | −0,38 | 48 903 | −8,58 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6 291 | 0,38 | 712 | −7,90 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 294 047 | −3,67 | 33 260 | −11,60 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 108 356 | 0,09 | 12 256 | −8,15 | ||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 13 840 | 0,00 | 1 565 | −8,21 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 60 999 | 0,41 | 6 900 | −7,87 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1 369 | −13,57 | 169 | −12,04 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 5 385 | 0,00 | 609 | −8,14 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3 692 | 0,00 | 418 | −8,35 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 9 519 | 3,58 | 1 077 | −4,95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 28 945 | 1,30 | 3 274 | −7,02 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3 988 | −93,58 | 451 | −94,11 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 3 373 | −0,88 | 381 | −9,07 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 49 | 0,00 | 6 | −16,67 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 2 341 | −9,26 | 265 | −16,98 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 2 595 | 0,00 | 294 | −8,15 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 10 053 | 0,02 | 1 137 | −8,16 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 2 039 | 0,00 | 231 | −8,37 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 9 258 | 0,00 | 1 047 | −8,24 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 34 832 | 9,86 | 3 940 | 0,79 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 17 862 | −0,87 | 2 020 | −9,01 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 92 783 | 20,54 | 12 600 | 32,80 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 31 424 | 15,31 | 2 938 | −12,48 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 16 420 | 0,00 | 1 857 | −8,21 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 258 681 | 3,71 | 29 | −3,33 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13 830 | 42,15 | 1 564 | 30,44 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 3 765 | 0,35 | 426 | −8,01 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 4 876 | 0,00 | 552 | −8,32 | ||||
| 2026-04-24 | 13F | hemming& Wealth Management, Inc. | 226 585 | 23,43 | 25 629 | 13,26 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 64 836 | −5,49 | 7 787 | −7,98 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 15 521 | −0,28 | 1 756 | −8,50 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 49 504 | −0,75 | 5 599 | −8,91 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 4 700 | −5,05 | 532 | −12,95 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 15 048 | 0,06 | 1 702 | −8,15 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 20 676 | −2,44 | 2 338 | −10,49 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 40 454 780 | −0,63 | 4 397 839 | −12,36 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 12 615 | 2,44 | 1 427 | −6,00 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 1 917 | 0,00 | 217 | −8,47 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 5 578 | 0,00 | 631 | −8,30 | ||||
| 2026-04-08 | 13F | KWB Wealth | 9 711 | 0,00 | 1 197 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 87 141 | 10,38 | 10 741 | 12,71 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 14 345 | 0,00 | 1 623 | −8,26 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 64 | −8,57 | 7 | −12,50 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 612 | 0,00 | 69 | −8,00 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 26 | 0,00 | 3 | −33,33 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 56 905 | 6 432 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 1 970 | −1,35 | 223 | −9,76 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 245 561 | 2,14 | 27 775 | −6,27 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 940 | 30,19 | 106 | 20,45 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 16 216 | 4,30 | 1 834 | −4,28 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 61 341 | −7,19 | 6 938 | −14,83 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 2 380 | −0,92 | 269 | −9,12 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 265 | 0,00 | 30 | −9,37 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 5 222 | 0,00 | 591 | −8,24 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 215 931 | 8,50 | 24 424 | 1,24 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 1 530 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 130 003 | 1 871,53 | 14 705 | 1 710,84 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 56 | 6 | ||||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 7 589 | −2,29 | 858 | −10,34 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 1 522 | 0,00 | 172 | −8,02 | ||||
| 2026-04-24 | 13F | Bayban | 2 206 | −3,58 | 250 | −11,70 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 7 839 | 10,74 | 887 | 1,61 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 1 627 | 0,06 | 184 | −8,50 | ||||
| 2026-04-23 | 13F | American National Bank | 854 | 0,00 | 97 | −8,57 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5 969 | 675 | ||||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 6 412 | −7,77 | 1 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 707 760 | −3,88 | 80 055 | −11,80 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 3 239 | 366 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 25 236 | 3,71 | 2 854 | −4,83 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 7 508 | 22,60 | 849 | 12,60 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 41 622 | −1,13 | 4 708 | −9,29 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 270 | 0,00 | 31 | −9,09 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 153 274 | 2,27 | 17 337 | −6,15 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 10 620 | −0,89 | 1 201 | 120 000,00 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 3 216 | −4,06 | 364 | −12,11 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 469 119 | 6,72 | 53 062 | −2,07 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 305 347 | 16,14 | 34 538 | 6,58 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 19 671 | 23,09 | 2 535 | 28,69 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 233 437 | −9,25 | 26 404 | −16,72 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 19 779 268 | 6,63 | 2 237 233 | −2,15 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 503 | −2,99 | 509 | −11,01 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 2 300 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4 531 673 | 2,49 | 512 577 | −5,95 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 4 | 100,00 | 0 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 24 435 | 8,66 | 2 764 | −0,43 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 42 318 | 2,29 | 4 787 | −6,14 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 8 594 | 4,65 | 972 | −3,95 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 27 007 | 4,56 | 3 055 | −4,05 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1 794 | 203 | ||||||
| 2026-04-29 | 13F | Bank Of Stockton | 7 377 | −8,10 | 834 | −15,67 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 40 875 | 5,17 | 4 623 | −3,49 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 2 564 | 290 | ||||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 950 | 0,00 | 107 | −8,55 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 2 600 | −90,85 | 294 | −91,60 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 6 832 | 0,00 | 773 | −8,31 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 603 344 | 0,79 | 69 179 | −7,15 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 5 390 020 | −0,74 | 609 665 | −8,92 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 2 044 | 0,00 | 231 | −7,97 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 25 819 | 439,81 | 2 920 | 395,76 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 614 290 | −0,84 | 69 482 | −9,00 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 3 750 | 0,00 | 424 | −8,23 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 55 960 | 6 330 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 9 535 | 0,01 | 1 079 | −8,26 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 865 | 0,00 | 98 | −8,49 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 139 521 | 2,28 | 15 781 | −6,14 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 13 744 | −0,56 | 1 555 | −8,75 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 13 283 | 5,87 | 1 502 | −2,85 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 84 | 10 | ||||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 3 658 | −0,41 | 414 | −8,63 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 75 710 | 9,91 | 8 564 | 0,86 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 16 787 | −5,48 | 1 899 | −13,29 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 48 972 | −0,86 | 5 539 | −9,02 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 92 942 | 10 513 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 15 295 | 5,70 | 1 730 | −2,97 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 13 526 | 0,00 | 1 530 | −8,28 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 7 143 | −1,34 | 891 | 0,91 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 29 843 | −4,86 | 3 376 | −12,70 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 9 576 | −3,25 | 1 083 | −11,23 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 3 229 | 0,00 | 365 | −8,29 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 20 286 | −5,44 | 2 336 | −12,55 | ||||
| 2026-01-08 | 13F | Ridgeline Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10 550 | 277,46 | 1 315 | 282,27 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 53 700 | −0,15 | 6 074 | −8,36 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 38 973 | −1,92 | 4 408 | −9,99 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 32 534 | −1,62 | 4 010 | 0,45 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3 793 | −6,99 | 429 | −14,74 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 4 638 | −0,51 | 525 | −8,71 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 10 143 | 0,02 | 1 147 | −8,24 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 5 225 | 11,62 | 591 | 4,60 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 82 886 | 5,31 | 9 375 | −3,35 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 68 643 | −51,69 | 7 764 | −55,67 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 12 258 | −2,56 | 1 387 | −10,58 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 9 251 | 0,00 | 1 046 | −8,25 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 34 750 | −1,55 | 3 931 | −9,66 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 4 227 | −48,54 | 478 | −52,77 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 19 957 | 0,36 | 2 257 | −7,92 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3 403 | 0,00 | 385 | −8,35 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 1 830 | 0,00 | 207 | −8,44 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 56 416 | 2,12 | 6 381 | −6,29 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 33 442 | −1,64 | 3 783 | −9,74 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 117 222 | −6,21 | 14 449 | −6,21 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 5 234 | 2,51 | 592 | −5,88 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 5 280 | 0,00 | 597 | −8,15 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 12 903 | −1,22 | 1 459 | −9,38 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 66 505 | 8,46 | 7 522 | −0,46 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2 144 | 10,06 | 243 | 0,83 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 33 607 | −0,20 | 3 801 | −8,41 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 15 783 | 3,08 | 1 785 | −5,41 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 255 | −10,53 | 29 | −20,00 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 1 044 | 0,00 | 118 | −7,81 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 4 154 | 17,84 | 470 | 8,06 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 3 873 907 | 2,26 | 438 178 | −4,67 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 3 205 | 0,00 | 363 | −8,35 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 23 641 | −2,96 | 2 674 | −10,93 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 112 723 | −20,42 | 12 750 | −26,97 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 8 433 | 0,00 | 954 | −8,28 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 5 319 | 0,00 | 602 | −8,24 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 7 020 | 0,00 | 794 | −8,21 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 7 124 | −9,49 | 806 | −17,01 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 2 591 | 0,00 | 293 | 11,41 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 1 840 | −9,80 | 208 | −17,13 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2 448 | 2,00 | 277 | −6,44 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 4 800 | −1,30 | 543 | −9,52 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 88 666 | −0,32 | 10 029 | −8,54 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 10 170 | −0,48 | 1 150 | −8,66 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 292 | 0,00 | 33 | −5,71 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 5 631 | 29,24 | 637 | 18,44 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 158 675 | −6,54 | 17 948 | −14,24 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 372 247 | −0,45 | 42 105 | −8,65 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 3 978 | 0,08 | 450 | −8,18 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 5 053 | 0,02 | 572 | −8,20 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 10 388 | 0,09 | 1 199 | −7,20 | ||||
| 2026-06-04 | 13F/A | Chelsea Counsel Co | 46 | 0,00 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 20 261 | 13,43 | 2 292 | 4,09 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 131 489 | 2,90 | 14 873 | −5,58 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 45 591 | −2,45 | 4 956 | −14,58 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 135 | −10,00 | 15 | −16,67 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 3 426 | −3,98 | 388 | −11,85 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 50 692 | −30,17 | 5 734 | −35,93 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 55 738 | −3,20 | 6 305 | −11,17 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 32 524 | −4,32 | 3 679 | −12,20 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 17 566 | 2 165 | ||||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 117 595 | 3,37 | 13 301 | −5,14 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 1 114 | −33,05 | 126 | −38,54 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 9 086 | 0,07 | 1 028 | −8,22 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 576 | 0,00 | 65 | −7,14 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 3 232 | 2,90 | 366 | −5,68 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 2 500 | 0,00 | 283 | −7,54 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 15 217 | 4,06 | 1 721 | −4,50 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 16 390 | −0,07 | 1 854 | −8,31 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 2 476 | 0,00 | 280 | −8,20 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 1 890 | 214 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 16 693 | 0,00 | 1 888 | −8,22 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 9 536 | 9,06 | 1 079 | 0,09 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 5 536 | 0,00 | 682 | 2,10 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 9 628 | 7,25 | 1 089 | −1,54 | ||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 51 474 | 0,00 | 6 345 | 0,00 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 6 476 | −0,66 | 732 | −8,84 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 5 675 | −82,45 | 642 | −83,92 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 9 256 | −10,14 | 1 047 | −17,57 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 14 494 | −7,37 | 1 639 | −14,99 | ||||
| 2026-04-30 | 13F | Conning Inc. | 61 779 | −22,87 | 6 988 | −29,23 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 4 565 | −5,55 | 516 | −13,28 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3 927 | −55,86 | 444 | −59,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 343 155 | −26,73 | 38 814 | −32,77 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 265 668 | −5,29 | 30 050 | −13,09 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 212 300 | −0,18 | 24 013 | −8,40 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 227 | 0,00 | 26 | −7,41 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 7 744 | 0,00 | 876 | −8,28 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 114 881 | 9,84 | 12 995 | 0,79 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 29 691 | −1,46 | 3 358 | −9,56 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 13 750 | −7,09 | 1 555 | −14,75 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 15 450 | −5,98 | 1 748 | −13,73 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 30 324 | −9,75 | 3 430 | −17,19 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 52 198 | −4,29 | 5 904 | −12,17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 257 450 | −51,51 | 29 120 | −55,50 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 25 860 | 0,06 | 2 925 | −5,77 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 167 200 | 30,13 | 18 912 | 19,42 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 050 705 | 0,74 | 231 957 | −7,55 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 936 | −1,16 | 106 | −9,48 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 14 615 | −36,59 | 1 653 | −41,80 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 27 960 | −4,84 | 3 163 | −12,68 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 9 099 | −74,67 | 1 029 | −76,76 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 4 439 | 1,02 | 502 | −7,21 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 26 211 | 2,50 | 3 004 | −4,70 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 12 891 | 0,96 | 1 458 | −7,31 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 17 083 | 14,48 | 1 932 | 5,06 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 21 823 | −3,39 | 2 468 | −11,35 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 41 094 | 101,36 | 4 648 | 84,81 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 567 | −1,56 | 64 | −9,86 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 8 708 | 0,00 | 985 | −8,29 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 87 577 | −0,78 | 9 906 | −8,95 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 64 686 | 5,48 | 7 317 | −3,20 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 29 785 | 2,14 | 3 369 | −6,29 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 190 570 | 4,21 | 21 492 | −4,65 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 17 966 | 0,95 | 2 032 | −7,34 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 312 365 | 31,71 | 35 332 | 20,86 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 67 419 | 2,33 | 7 626 | −6,11 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 2 867 | 324 | ||||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 2 640 | 299 | ||||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 5 146 | −94,52 | 582 | −94,97 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 53 321 | −7,47 | 6 031 | −15,08 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 8 295 | 8,26 | 938 | −0,64 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 4 645 | 1,00 | 525 | −7,24 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 4 136 | −4,70 | 468 | −12,55 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 66 513 | −0,58 | 7 523 | −8,76 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 12 369 | −4,99 | 1 399 | −12,78 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 72 481 | −1,99 | 8 198 | −10,06 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 1 800 | 109,79 | 204 | 93,33 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 4 872 | −3,94 | 551 | −11,84 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 16 034 | 3,94 | 1 814 | −4,63 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 8 919 | −4,69 | 1 009 | −12,58 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 77 | 0,00 | 9 | −11,11 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 13 751 | −4,12 | 1 555 | −12,00 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 3 110 | 0,00 | 352 | −8,36 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 22 440 | −3,03 | 3 047 | 8,59 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 3 244 | 0,00 | 367 | −8,27 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 32 393 | −2,58 | 3 664 | −10,59 | ||||
| 2026-05-14 | 13F | Betterment LLC | 14 654 | −0,95 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2 558 | −18,92 | 289 | −25,52 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2 745 | −0,47 | 310 | −8,55 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 11 090 | 0,62 | 1 254 | −7,66 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 5 724 | 0,03 | 647 | −8,23 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 5 934 | 100,00 | 724 | 98,08 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 2 720 | 0,04 | 308 | −8,36 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 86 772 | −11,07 | 9 815 | −18,39 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 36 227 | 0,00 | 4 098 | −8,24 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 234 | 0,00 | 26 | −7,14 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2 047 016 | 0,79 | 231 538 | −7,51 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 11 903 | −24,80 | 1 346 | −30,97 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 3 488 | 395 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 21 795 | 7,07 | 2 465 | −1,75 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 7 859 | 0,00 | 889 | −8,26 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 2 151 | 0,00 | 243 | −8,30 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 6 766 | −53,42 | 765 | −57,26 | ||||
| 2026-02-10 | 13F | Quantbot Technologies LP | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 884 | 0,00 | 100 | −8,33 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 9 739 | 0,00 | 1 102 | −8,25 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 90 | 0,00 | 10 | −9,09 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 234 286 | 8,92 | 28 878 | 8,92 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 6 256 | 0,00 | 708 | −8,30 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 11 908 | 16,03 | 1 347 | 6,40 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 12 044 | 0,00 | 1 362 | −8,22 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 452 635 | 44,96 | 55 792 | 48,01 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 81 397 | −0,46 | 9 207 | −8,66 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 104 126 | −0,59 | 11 778 | −9,16 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3 287 | −0,75 | 372 | −9,07 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 15 593 | −15,70 | 1 764 | −21,36 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 6 175 | −0,71 | 698 | −8,88 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 11 693 | −4,98 | 1 323 | −12,80 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 18 056 | 2 042 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3 191 | 34,53 | 361 | 23,29 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 2 105 | −3,66 | 238 | −11,52 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 6 912 | 5,77 | 782 | −2,98 | ||||
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 19 778 | 0,10 | 2 237 | −8,13 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 19 436 | 2 611 | ||||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 31 532 | −68,17 | 2 663 | −78,20 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 2 505 | 0,08 | 283 | −8,12 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 82 | 0,00 | 9 | −10,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 223 953 | 4,66 | 138 441 | −3,96 | ||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 6 487 | 734 | ||||||
| 2026-05-13 | 13F | Barr E S & Co | 2 620 | −6,03 | 296 | −13,70 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 25 288 | −5,06 | 2 860 | −12,88 | ||||
| 2026-04-20 | 13F | City State Bank | 726 | 19,80 | 82 | 10,81 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 2 169 | −0,69 | 245 | −8,92 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 73 214 | 6,30 | 8 281 | −2,45 | ||||
| 2026-04-28 | 13F | Seascape Capital Management | 4 716 | 0,00 | 1 | |||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 7 008 | 0,09 | 793 | −8,23 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 11 362 | 8,60 | 1 400 | 10,94 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 636 384 | −3,13 | 71 981 | −11,10 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 361 235 | 7,93 | 40 859 | −0,95 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 733 815 | 0,68 | 83 002 | −7,61 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 13 999 | 24,89 | 1 583 | 14,63 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 5 757 | −25,58 | 651 | −31,69 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 71 554 | 11,53 | 8 094 | 2,35 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 11 378 | 0,00 | 1 287 | −8,27 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 3 945 | 0,38 | 454 | −6,20 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 49 984 | −0,26 | 5 654 | −8,47 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 2 468 | 0,00 | 279 | −8,22 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2 139 | 0,00 | 242 | −8,37 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 295 201 | 3,36 | 33 390 | −5,16 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 296 836 | 5,39 | 33 575 | −3,28 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 391 098 | 2,56 | 44 237 | −5,88 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 47 143 | −4,45 | 5 332 | −12,95 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 31 373 | 5,55 | 3 578 | −2,35 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 52 699 | 9,69 | 5 961 | 0,64 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 310 | 1,98 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 497 810 | 131,34 | 169 417 | 112,29 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6 766 | 42,47 | 765 | 30,77 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 220 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 67 388 | −0,68 | 7 622 | −8,85 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Truepoint, Inc. | 27 908 | −1,73 | 3 157 | −9,83 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1 888 | −1,72 | 214 | −9,75 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 2 412 | 0,00 | 273 | −8,42 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 2 865 | 2,69 | 324 | −5,54 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 2 696 | 0,07 | 305 | −8,43 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 5 644 | 0,09 | 638 | −8,20 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1 855 | 0,00 | 210 | −8,33 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 74 868 | 10,56 | 10 199 | 27,36 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1 691 | 0,00 | 187 | −7,43 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3 164 | 0,00 | 358 | −8,46 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 5 240 | 0,00 | 593 | −8,22 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 85 699 | 0,00 | 9 693 | −8,24 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 2 200 | 260 | ||||||
| 2026-04-10 | 13F | Field & Main Bank | 128 | 0,00 | 14 | −6,67 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 271 722 | −0,66 | 30 734 | −8,84 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 388 544 | −5,92 | 43 948 | −13,67 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 8 323 | 0,00 | 941 | −8,20 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 4 330 | 0,00 | 490 | −8,26 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 4 374 | 1,25 | 495 | −7,14 | ||||
| 2026-04-30 | 13F | Warm Springs Advisors Inc. | 3 736 | 0,00 | 423 | −8,26 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 8 895 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 17 189 | 244,33 | 1 944 | 216,10 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 10 629 | 0,00 | 1 202 | −8,24 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1 214 | −23,16 | 137 | −29,38 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 859 413 | 10,76 | 97 208 | 1,64 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 38 201 | −1,21 | 4 321 | −9,36 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8 564 | 0,35 | 978 | −6,95 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 16 565 | 11,93 | 1 874 | 2,69 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 34 306 897 | 1,96 | 3 880 454 | −6,43 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 39 589 | 89,98 | 4 478 | 74,34 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 334 987 | 21,54 | 36 416 | 7,20 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 15 | −99,98 | 2 | −99,99 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 15 117 | 10,82 | 1 816 | 7,97 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 324 | 0,00 | 37 | −7,69 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 5 984 | −4,77 | 677 | −12,66 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 14 085 | −0,01 | 1 593 | −8,24 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 2 055 | 0,00 | 232 | −8,30 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 3 929 | 107,23 | 427 | 81,70 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1 168 503 | 2 637,18 | 132 169 | 2 412,24 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3 486 | 4,34 | 394 | −4,14 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 3 739 | −3,46 | 423 | −11,53 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 13 640 | 8,62 | 1 543 | −0,32 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 28 014 | 0,00 | 3 169 | −8,25 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 4 530 | −9,62 | 547 | −12,50 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2 145 | −3,90 | 243 | −12,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 5 072 | −8,89 | 689 | 0,29 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 25 339 | 2 866 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 17 539 | 6,72 | 1 984 | −2,07 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 1 047 836 | 2,75 | 118 521 | −5,72 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1 612 | −5,90 | 0 | |||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 12 361 | −1,14 | 1 398 | −9,28 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 118 305 | 5,67 | 13 382 | −3,03 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1 940 | 0,00 | 219 | −8,37 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 5 478 | 0,00 | 620 | −8,30 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 4 610 | 1,23 | 1 | |||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 3 330 | −1,45 | 377 | −9,62 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 12 130 | −15,66 | 1 372 | −22,57 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 17 086 | 5,61 | 1 933 | −3,11 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Strategic Equity Management | 6 555 | 26,15 | 741 | 15,78 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 27 630 | 0,54 | 3 125 | −7,74 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 6 785 | −3,94 | 767 | −11,84 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 19 760 | 0,47 | 2 235 | −7,80 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 5 339 | 12,73 | 604 | 3,43 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 12 948 | 0,32 | 1 465 | −7,92 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 279 672 | −6,63 | 31 634 | −14,32 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 6 364 | 0,60 | 813 | 6,01 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 7 798 | −5,24 | 882 | −13,02 | ||||
| 2026-04-29 | 13F | Burney Co/ | 2 714 | −39,23 | 307 | −44,18 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 2 308 | 0,00 | 261 | −8,10 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 137 | 0,00 | 15 | −6,25 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2 735 | 0,00 | 309 | −8,31 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 302 | 34 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 714 893 | 0,61 | 80 862 | −7,68 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 93 780 | 6,79 | 10 607 | −2,00 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 5 610 | −2,01 | 635 | −10,07 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2 296 | −2,96 | 260 | −11,00 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 2 886 | −25,96 | 326 | −32,08 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 2 556 | 0,67 | 289 | −7,37 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 184 580 | −1,22 | 22 751 | 0,86 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 168 925 | 8,50 | 19 107 | −0,43 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 261 997 | −1,50 | 29 635 | −9,61 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 4 355 | 1,16 | 493 | −7,17 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 2 485 | 0,00 | 281 | −8,17 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 16 890 | −1,37 | 1 910 | −9,48 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 26 557 | −54,47 | 3 004 | −58,22 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 3 627 | −2,53 | 410 | −10,48 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 57 274 | 1 132,76 | 6 | −14,29 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 144 091 | 1,86 | 16 298 | −6,53 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 6 269 | −74,34 | 709 | −76,45 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 8 574 | −45,14 | 970 | −49,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 436 542 | 1,09 | 49 334 | −7,39 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2 197 | 0,05 | 253 | −6,67 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 41 085 | −3,70 | 4 647 | −11,62 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 2 306 | 5,78 | 261 | −2,99 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 2 149 | −2,01 | 243 | −10,00 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 44 478 | −0,67 | 5 482 | 1,42 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 24 333 | 38,89 | 2 752 | 27,47 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 5 594 | 0,00 | 633 | −8,27 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 231 | 0,00 | 26 | −7,14 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 25 674 | 0,18 | 2 904 | −8,04 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 117 897 | −0,78 | 13 335 | −8,95 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 2 000 | 0,00 | 226 | −8,13 | |||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 40 276 | −9,14 | 5 | −20,00 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 2 177 | −32,18 | 246 | −37,72 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 4 818 | 2,14 | 545 | −6,20 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 2 004 | 0,00 | 227 | −8,50 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 11 576 | −34,69 | 1 309 | −40,09 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 12 984 | 8,59 | 1 469 | −0,34 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 2 698 | 22,58 | 305 | 12,55 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 7 929 | −2,90 | 897 | −10,93 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 5 200 | 0,00 | 588 | −8,12 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 92 901 | −2,50 | 10 508 | −10,52 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 4 836 | 0,00 | 547 | −8,39 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 1 977 | 0,82 | 224 | −7,47 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 10 356 | 0,00 | 1 171 | −8,23 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 772 | 0,00 | 314 | −8,21 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 7 075 | 0,01 | 800 | −8,15 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 42 868 | −16,22 | 4 849 | −23,13 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 126 | 14 | ||||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 5 872 | −1,36 | 664 | −9,41 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 4 778 | 55,89 | 540 | 43,24 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 5 403 | 59,05 | 611 | 46,17 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 1 921 | 0,00 | 217 | −8,05 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 35 958 | 137,16 | 4 067 | 117,72 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 407 | 80,89 | 46 | 70,37 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 5 576 | 5,65 | 631 | −3,08 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1 603 | 215 | ||||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 7 368 | 0,00 | 833 | −8,26 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 26 790 | 6,66 | 3 030 | −2,13 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 104 606 | −2,33 | 11 833 | −10,37 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 3 232 | −0,31 | 366 | −8,52 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 50 586 | −3,75 | 5 722 | −11,69 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | ARS Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 16 634 | 13,00 | 1 881 | 3,69 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 4 665 | 0,00 | 528 | −8,19 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 46 354 | −3,70 | 5 243 | −11,63 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 2 741 | 0,00 | 310 | −8,01 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 2 599 | 0,00 | 294 | −8,44 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 183 413 | 0,85 | 20 746 | −7,45 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 874 | 0,11 | 99 | −8,41 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 2 360 | −5,18 | 267 | −13,07 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 187 266 | −0,44 | 21 188 | −8,64 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 85 215 | −2,37 | 9 639 | −10,41 | ||||
| 2026-05-05 | 13F | Willis Investment Counsel | 1 929 | 0,00 | 218 | −8,02 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 4 093 | 0,10 | 463 | −8,33 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 196 133 | −1,76 | 22 185 | −9,85 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 198 523 | 1,30 | 22 455 | −7,05 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 2 000 | 226 | ||||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19 029 | −4,92 | 2 152 | −12,73 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 107 309 | 0,13 | 12 138 | −8,12 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 14 574 | 0,00 | 1 648 | −8,24 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 390 339 | 4,48 | 44 151 | −4,12 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 6 599 | 1,79 | 746 | −6,63 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 7 353 | 14,91 | 832 | 5,46 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 51 337 | 15,99 | 6 693 | 22,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 60 851 | −2,78 | 6 883 | −10,79 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 71 338 | 2,79 | 8 069 | −5,67 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 2 036 | 91,17 | 230 | 75,57 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 10 875 | 19,40 | 1 230 | 9,63 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 13 906 | −0,40 | 1 573 | −8,60 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 1 032 | 0,00 | 117 | −8,66 | ||||
| 2026-05-06 | 13F | Anb Bank | 2 088 | −3,20 | 236 | −10,94 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 10 423 | 2,76 | 1 179 | −5,76 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 39 887 | −80,39 | 4 512 | −82,01 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 2 725 | 0,00 | 308 | −8,06 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 2 791 | 0,14 | 316 | −8,16 | ||||
| 2026-05-15 | 13F | FIL Ltd | 0 | −100,00 | 0 | |||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 3 208 | 44,50 | 395 | 137,95 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 217 868 | −6,01 | 24 643 | −13,75 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 23 202 | −2,72 | 2 860 | −0,69 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 6 764 | 0,06 | 765 | −8,16 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 3 275 | 0,00 | 404 | 2,03 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 119 028 | 2,77 | 13 463 | −5,69 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 52 798 | 3,26 | 5 972 | −5,24 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 70 906 | 8,48 | 9 508 | 17,04 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 4 129 | −1,03 | 467 | −9,34 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 1 779 | −31,05 | 201 | −36,79 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 2 329 | 0,09 | 263 | −8,04 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 1 337 | 0,00 | 151 | −7,93 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8 010 148 | −5,83 | 906 027 | −13,59 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 30 486 | 0,93 | 3 494 | −6,65 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 266 207 | 2,47 | 30 116 | −5,91 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 1 454 | 0,00 | 164 | −8,38 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 12 740 | 9,23 | 1 441 | 0,28 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 322 991 | 19,75 | 36 534 | 9,89 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 75 875 | −31,77 | 8 582 | −37,39 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 996 | 0,00 | 113 | −8,20 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 8 990 | −12,33 | 1 017 | −19,56 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 226 391 | −4,75 | 25 607 | −12,59 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 2 490 | 0,04 | 282 | −8,17 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 55 828 | 0,35 | 6 315 | −7,92 | ||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 7 210 | 0,00 | 816 | −8,22 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 63 111 | 3,11 | 7 138 | −5,38 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 10 208 | 2,24 | 1 155 | −6,18 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 1 869 | 0,00 | 211 | −8,26 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 15 763 | 0,94 | 1 783 | −7,38 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 229 | 39,63 | 26 | 25,00 | ||||
| 2026-05-14 | 13F | Beacon Investment Advisors Llc | 9 200 | 0,00 | 1 041 | −8,21 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 3 237 | −99,19 | 366 | −8,04 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 2 796 | −1,93 | 316 | −9,97 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 352 | 8,27 | 379 | −0,52 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 54 595 | 0,00 | 6 175 | −8,23 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 76 591 | −1,20 | 8 663 | −9,34 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 4 736 | 0,06 | 536 | −8,23 | ||||
| 2026-04-17 | 13F | McHugh Group, LLC | 10 250 | 0,00 | 1 159 | −8,23 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 65 | 0,00 | 7 | −12,50 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 5 363 | −5,63 | 607 | −13,43 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 44 858 | −0,51 | 5 074 | −8,71 | ||||
| 2026-05-14 | 13F | Sandhill Capital Partners LLC | 6 606 | 747 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 42 219 | −45,05 | 4 775 | −49,99 | ||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 226 958 | 0,00 | 27 975 | 0,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 348 309 | 15,08 | 39 397 | 5,61 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 3 565 694 | −2,72 | 403 312 | −10,74 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 20 455 | 11,17 | 2 314 | 2,03 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 1 981 | −0,90 | 224 | −8,94 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2 758 | 340 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 1 992 | 0,00 | 225 | −8,16 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 3 289 | −0,72 | 372 | −8,82 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 11 770 | 3,76 | 1 331 | −4,79 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 27 880 | 0,00 | 3 154 | −8,24 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 154 912 | 5,23 | 17 522 | −3,43 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 31 769 | −1,30 | 3 593 | −9,43 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 6 338 | 0,00 | 717 | −8,32 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 4 634 | −3,16 | 524 | −11,04 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1 545 | −5,39 | 175 | −13,43 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 248 875 | 5,31 | 28 150 | −3,36 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 2 380 | −22,32 | 269 | −28,65 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24 189 | 1,77 | 2 736 | −6,59 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1 105 695 | 1,99 | 125 054 | −6,42 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2 471 | −94,22 | 279 | −98,99 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 43 169 | −34,02 | 4 883 | −39,46 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 12 995 | 0,00 | 1 470 | −8,24 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 146 566 | 16 578 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 341 831 | 4,59 | 38 665 | −4,03 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 10 878 | 2,52 | 1 230 | −5,89 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 9 716 | −0,59 | 1 099 | −8,80 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 3 428 | 0,00 | 388 | −8,29 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4 887 | −9,47 | 602 | −7,53 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 28 964 | 7,47 | 3 276 | −1,36 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 154 027 | −1,22 | 17 422 | −9,36 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13 494 | 11,24 | 1 526 | 2,07 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 1 787 | −20,96 | 202 | −27,34 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 106 404 | −0,39 | 12 035 | −8,60 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 3 818 | −28,08 | 432 | −34,10 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 9 704 | 0,00 | 1 098 | −8,28 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 24 246 | −1,79 | 2 989 | 0,27 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 3 713 | −8,05 | 420 | −15,69 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 3 200 | 0,00 | 362 | −8,38 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 115 463 | 23,63 | 14 232 | 26,23 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 22 097 | 5,38 | 2 499 | −3,29 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 2 556 | 0,00 | 289 | −8,25 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 19 040 | −1,53 | 2 154 | −9,65 | ||||
| 2026-05-12 | 13F | Croban | 79 302 | 11,72 | 8 970 | 2,51 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 17 172 | −7,37 | 2 117 | −5,41 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | PFS Partners, LLC | 338 | 0,30 | 38 | −7,32 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 7 542 | 1,40 | 853 | −6,88 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 26 666 | −13,74 | 3 016 | −20,84 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 43 324 | 10,51 | 4 900 | 1,41 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 1 898 | 0,00 | 215 | −8,15 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 4 191 | −2,33 | 474 | −10,23 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 234 | 0,00 | 26 | −7,14 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 18 589 | −76,78 | 2 103 | −78,70 | ||||
| 2026-05-15 | 13F | Wimmer Associates 1, Llc | 6 300 | 0,00 | 713 | −8,25 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3 202 | 0,09 | 362 | −8,12 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 1 971 | 247 | ||||||
| 2026-04-14 | 13F | Hudson Valley Investment Advisors Inc /adv | 2 075 | 0,00 | 235 | −8,24 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1 035 | 0,00 | 117 | −7,87 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 34 030 | 2,05 | 3 849 | −7,14 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 181 999 | −4,18 | 20 586 | −12,07 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 27 492 | 155 511 | −13,04 | |||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 11 600 | 25,36 | 1 312 | 15,09 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 72 | 1,41 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 2 297 | 2,59 | 260 | −5,82 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 4 673 | 0,09 | 529 | −8,33 | ||||
| 2026-05-13 | 13F | Bank OZK | 4 268 | −0,26 | 483 | −8,54 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 11 717 | −1,41 | 1 325 | −9,49 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 20 208 | 0,00 | 2 286 | −8,23 | ||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 11 595 | −4,78 | 1 312 | −12,60 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 178 572 | 47,87 | 20 198 | 35,69 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 167 012 | 3,37 | 18 891 | −5,15 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 25 504 | −1,11 | 2 885 | −9,25 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 8 599 | 973 | ||||||
| 2026-05-04 | 13F | Ktf Investments, Llc | 1 900 | −5,00 | 215 | −13,01 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 471 760 | −0,14 | 53 361 | −8,36 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 2 168 | 0,00 | 245 | −8,24 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Menard Financial Group LLC | 2 129 | 0,00 | 241 | −8,40 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 3 671 | 5,43 | 415 | −3,26 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 8 752 | 0,06 | 990 | −8,26 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 230 137 | −1,87 | 26 031 | −9,96 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Lantz Financial LLC | 65 117 | 8,03 | 7 365 | −0,86 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 2 637 | −26,85 | 298 | −32,88 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 160 | 0,00 | 18 | −5,26 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 7 212 | −4,30 | 816 | −12,18 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 10 548 | 25 626,83 | 1 193 | 23 760,00 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2 356 | 66,50 | 0 | |||||
| 2026-04-27 | 13F | Moneywise, Inc. | 9 910 | 11,26 | 1 121 | 2,10 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 168 047 | 2,53 | 19 008 | −5,92 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 7 022 | 18,55 | 794 | 8,77 | ||||
| 2026-05-08 | 13F | Maple Capital Management, Inc. | 1 832 | −0,87 | 207 | −8,81 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 80 504 | 11,03 | 9 106 | 1,88 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 87 400 | −0,71 | 9 886 | −8,89 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 10 094 | 0,00 | 1 142 | −8,28 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 14 233 | 0,00 | 1 610 | −8,27 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 13 105 | −27,27 | 1 482 | −33,27 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 9 217 | 2,71 | 1 043 | −5,79 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 25 536 | 0,00 | 2 888 | −8,23 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 3 196 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Motco | 920 | 0,00 | 104 | −7,96 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 6 674 | −19,17 | 755 | −25,86 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 236 | 0,00 | 27 | −10,34 | ||||
| 2026-04-28 | 13F | Investment Management Corp /va/ /adv | 17 098 | 0,00 | 1 934 | −8,26 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 44 147 | −13,28 | 4 993 | −20,43 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 10 645 | 0,00 | 1 204 | −8,23 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 1 970 631 | 573,03 | 222 898 | 517,62 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 25 122 | 0,26 | 2 842 | −8,00 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 7 332 | 0,00 | 904 | 2,03 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 19 182 | −7,40 | 2 170 | −15,04 | ||||
| 2026-05-13 | 13F | Invst, LLC | 123 530 | −1,48 | 13 972 | −9,59 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 42 611 | 0,89 | 4 820 | −8,21 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 89 544 | 10 128 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 11 697 | 152,20 | 1 323 | 131,70 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 4 548 | 0,00 | 514 | −8,21 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 314 676 | −0,97 | 37 490 | −4,28 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 10 260 | −3,59 | 1 161 | −13,17 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 13 789 | −0,36 | 1 560 | −8,56 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 8 194 | 927 | ||||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 30 005 | 5,20 | 3 394 | −3,47 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 298 | 0,00 | 34 | −8,33 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 41 667 | 40,35 | 4 713 | 28,78 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 3 686 | 417 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 119 411 | 0,98 | 13 507 | −7,33 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 43 420 | 6,77 | 4 911 | −2,02 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 19 486 | 0,01 | 2 204 | −8,20 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 18 958 | 4,52 | 2 144 | −4,07 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 492 | 56 | ||||||
| 2026-01-23 | 13F | Visionary Horizons, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 4 668 | 0,63 | 528 | −7,71 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 104 | 0,00 | 12 | −8,33 | ||||
| 2026-04-24 | 13F | Balentine LLC | 874 | 0,00 | 99 | −8,41 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 32 642 | 14,22 | 3 692 | 4,83 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 3 867 | 0,05 | 437 | −8,19 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 6 950 | 0,00 | 786 | −8,18 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 87 339 | 5,42 | 9 879 | −3,27 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 10 215 | 0,00 | 1 155 | −8,26 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 173 380 | 11,54 | 19 611 | 2,35 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 4 999 | −2,23 | 565 | −10,32 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 41 924 | 0,29 | 4 742 | −7,96 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 9 500 | 0,00 | 1 033 | −12,47 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1 795 | 0,00 | 203 | −8,14 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 18 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1 030 500 | 99,03 | 116 559 | 82,64 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 161 845 | 7,00 | 18 306 | 0,79 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 1 955 | −3,55 | 221 | −11,24 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 36 406 | −1,18 | 4 118 | −9,34 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 164 | 1,55 | 245 | −6,87 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44 221 | 202,20 | 5 002 | 177,37 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 5 166 | −2,21 | 584 | −10,29 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 353 931 | −8,12 | 40 033 | −15,68 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 290 | 0,00 | 33 | −8,57 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 100 400 | −0,79 | 11 356 | −8,96 | |||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 17 200 | −80,80 | 1 945 | −82,39 | |||
| 2026-05-12 | 13F | Clark Wealth Partners | 6 183 | −2,40 | 699 | −10,38 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 61 502 | 4,19 | 6 955 | −4,41 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 25 239 | −0,01 | 2 855 | −8,26 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 15 178 | 0,36 | 1 717 | −7,94 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 62 029 | 17,32 | 7 646 | 55,77 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 7 414 | 839 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 22 726 | 5,48 | 2 571 | −3,20 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Camden Capital, LLC | 6 854 | 11,87 | 775 | 2,65 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 255 627 | −2,17 | 28 914 | −10,22 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 123 717 | −2,56 | 13 994 | −10,59 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 1 677 | −11,55 | 190 | −18,88 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 5 193 | 24,83 | 587 | 14,65 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 4 517 | −16,58 | 511 | −23,54 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 850 | 96 | ||||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 262 431 | 4,11 | 34 239 | 10,10 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3 880 | 11,30 | 439 | 2,10 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 17 714 | −75,27 | 2 004 | −77,31 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 329 626 | −1,60 | 37 284 | −9,70 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 1 879 | 0,00 | 232 | 2,21 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 3 243 | −0,86 | 367 | −9,18 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 57 802 | 7,95 | 7 332 | 10,17 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 537 | 0,00 | 61 | −9,09 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 8 506 | 0,40 | 962 | −7,85 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 16 917 | −0,35 | 1 914 | −8,56 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 31 636 | −1,97 | 3 578 | −10,03 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 20 160 | 4,73 | 2 280 | −3,88 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 9 588 | −9,10 | 1 084 | −16,62 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 82 186 | 2,12 | 9 296 | −6,29 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 111 443 | 10,56 | 12 605 | 1,46 | ||||
| 2026-04-14 | 13F | M. Kraus & Co | 2 850 | −5,00 | 322 | −12,74 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 727 | 0,00 | 82 | −7,87 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 489 338 | 2,07 | 55 342 | −6,35 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 275 772 | 0,06 | 33 943 | −0,09 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 29 965 | 14,64 | 3 389 | 5,22 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 12 112 | 0,00 | 1 370 | −8,24 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 2 612 | 0,00 | 295 | −8,10 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 9 577 | 0,03 | 1 083 | −8,22 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 67 254 | −6,17 | 7 607 | −13,89 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 3 395 | 0,00 | 384 | −8,13 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 28 034 | −7,66 | 3 171 | −15,29 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 30 213 | −7,06 | 3 417 | −14,70 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 400 | 0,00 | 45 | −8,16 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 3 530 | 0,00 | 399 | −8,28 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 28 825 | −1,17 | 3 260 | −9,32 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 153 137 | −0,24 | 17 321 | −8,45 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 85 326 | −1,37 | 9 651 | −9,52 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 50 761 | −3,62 | 5 742 | 95 583,33 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 3 927 | −3,23 | 444 | −11,20 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 9 212 | −9,88 | 1 042 | −17,30 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 19 125 | 2 163 | ||||||
| 2026-05-15 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F/A | MWA Asset Management | 4 290 | −2,81 | 485 | −10,85 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 60 688 | 0,37 | 6 864 | −7,90 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 78 787 | 2,78 | 8 912 | −5,68 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 17 554 | −30,74 | 1 986 | −36,44 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 12 087 | 4,30 | 1 367 | −4,27 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 3 118 | −11,95 | 353 | −19,27 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 303 | 37 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 33 | 0,00 | 4 | −25,00 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 3 920 | 0,00 | 443 | −8,28 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 18 172 | 65,47 | 2 055 | 51,88 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 270 711 | 8,05 | 30 620 | −0,85 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 6 467 | 732 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 60 118 | 0,70 | 7 257 | −0,36 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 265 827 | −2,66 | 30 068 | −10,67 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3 539 621 | 5,78 | 400 576 | −2,84 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 3 483 | 0,00 | 394 | −8,39 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 150 | 0,00 | 17 | −11,11 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 11 120 | 69,46 | 1 258 | 55,57 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 19 984 | 8,92 | 2 260 | −0,04 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5 761 | 59,01 | 652 | 45,96 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 29 906 | 0,00 | 3 429 | −7,87 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 410 | 0,00 | 46 | −8,00 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 2 420 | 0,00 | 274 | −8,39 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 91 854 | 0,30 | 10 390 | −7,96 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 36 522 | 0,00 | 4 131 | −8,22 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 90 387 | −1,14 | 10 224 | −9,28 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 4 463 | −2,49 | 505 | −10,64 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Haverford Trust Co | 33 068 | −2,71 | 3 740 | −10,72 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 30 372 | 25,81 | 3 481 | 16,97 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 93 092 | 1,72 | 10 530 | −6,66 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 2 024 | −27,89 | 229 | −33,91 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 30 549 | −6,64 | 3 455 | −14,33 | ||||
| 2026-05-01 | 13F | United Bank | 45 186 | −5,08 | 5 111 | −12,90 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 11 181 | 3,08 | 1 265 | −5,46 | ||||
| 2026-05-08 | 13F | Bokf, Na | 303 712 | −21,64 | 34 353 | −28,09 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 88 | 1,15 | 10 | −10,00 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 3 360 | 2,13 | 438 | 7,88 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 720 | 0,00 | 81 | −7,95 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 7 324 | −5,98 | 828 | −13,75 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 2 584 | 292 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4 356 | 3,30 | 493 | −5,20 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 5 463 | 7,65 | 618 | −1,28 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3 856 562 | 6,20 | 436 | −2,46 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 6 169 | 0,00 | 698 | −8,29 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 153 383 | 12,36 | 17 349 | 3,11 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 1 076 | 0,00 | 122 | −8,33 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 8 461 | −0,19 | 957 | −8,33 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 6 887 | −12,25 | 779 | −19,54 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 1 944 | −9,71 | 220 | −17,36 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 410 209 | −2,34 | 46 399 | −11,03 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 2 292 | 0,00 | 259 | −8,16 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 689 | 0,00 | 78 | −8,33 | ||||
| 2026-04-16 | 13F | Security National Bank | 21 439 | 7,56 | 2 425 | −1,30 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 7 045 | 7,74 | 797 | −1,24 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 35 788 | −1,01 | 4 048 | −9,16 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 6 690 | −8,23 | 757 | −15,81 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 2 480 | 0,00 | 281 | −8,20 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 41 201 | 0,00 | 4 660 | −8,23 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 24 588 | −22,44 | 3 | −33,33 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 4 185 | 55,52 | 473 | 41,19 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 4 041 | 0,00 | 498 | 2,26 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 382 | 43 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 107 | 12 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 3 940 | 0,08 | 446 | −8,25 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 43 241 | 0,00 | 4 891 | −8,24 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 21 973 | 4,04 | 2 485 | −4,53 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 12 463 | 0,04 | 1 410 | −8,21 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2 524 | 13,54 | 285 | 4,01 | ||||
| 2026-04-10 | 13F | Kessler Investment Group, LLC | 11 537 | −0,40 | 1 305 | −8,62 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 2 650 | 0,00 | 300 | −8,28 | ||||
| 2026-05-11 | 13F | Harvey Capital Management Inc | 6 975 | 0,00 | 789 | −8,27 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 4 872 | 0,00 | 551 | −8,17 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 3 864 | 0,00 | 437 | −8,19 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 67 756 | −2,97 | 7 664 | −10,97 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2 567 | −45,28 | 279 | −51,73 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 7 096 | 0,00 | 803 | −6,42 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 4 896 | 0,08 | 554 | −8,29 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Laffer Investments | 24 844 | 0,00 | 2 810 | −8,23 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9 934 | −4,26 | 1 124 | −12,13 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 1 860 | −4,52 | 210 | −12,86 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 9 354 | −4,65 | 1 058 | −12,49 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 30 918 | −0,90 | 3 497 | −9,05 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 3 725 | 0,00 | 421 | −8,28 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 10 486 | −5,99 | 1 186 | −13,68 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 154 | 1,32 | 17 | −5,56 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 281 214 | 7,04 | 31 808 | −1,77 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 19 217 | −0,66 | 2 174 | −8,85 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 88 922 | −10,58 | 10 058 | −17,95 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 8 384 | 0,48 | 948 | −7,78 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 7 697 | −22,35 | 871 | −28,75 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 2 867 | 0,00 | 324 | −8,22 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 76 553 | 226,54 | 8 659 | 199,69 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 10 176 | 1 151 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 9 003 | 0,00 | 1 018 | −8,21 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 5 680 | −10,10 | 642 | −17,48 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 3 000 | 0,00 | 339 | −8,13 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 147 733 | 3,04 | 16 710 | −5,44 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3 984 | 9,93 | 451 | 0,90 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 3 851 | −9,41 | 436 | −16,83 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 5 417 | −36,29 | 613 | −41,55 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 95 459 | 0,06 | 10 797 | −8,18 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9 557 | 0,81 | 1 081 | −7,53 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 18 701 | −4,35 | 2 115 | −12,20 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 962 | 401,52 | 448 | 361,86 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 4 613 | −0,24 | 522 | −8,44 | ||||
| 2026-05-01 | 13F | American Trust | 19 079 | −9,60 | 2 158 | −17,07 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 256 | −93,80 | 29 | −94,49 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 32 254 | −0,87 | 3 648 | −9,03 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 434 249 | 14,98 | 49 118 | 5,51 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1 468 118 | 5,95 | 165 | −4,09 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 229 | 26 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1 775 | 201 | ||||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1 190 | 0,00 | 135 | −8,22 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 182 | 21 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1 933 | 489,33 | 219 | 445,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 7 759 | −11,61 | 878 | −18,95 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 4 250 | 1,00 | 481 | −7,51 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 7 883 | 0,01 | 892 | −8,24 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 4 338 | −0,18 | 491 | −8,41 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 42 144 | 8,04 | 4 767 | −0,87 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 3 540 | −1,80 | 400 | −9,91 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6 422 | −10,98 | 726 | −18,34 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 35 000 | 0,00 | 3 959 | −8,25 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 37 826 | −0,42 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3 350 | 7,17 | 379 | −1,82 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 6 248 | 0,00 | 707 | −8,31 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 18 893 | −3,29 | 2 137 | −11,25 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 1 773 | 0,91 | 201 | −7,41 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 8 167 | 0,06 | 924 | −8,25 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 3 552 | −14,74 | 402 | −21,83 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 110 300 | 106,52 | 12 476 | 89,52 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 29 984 | −1,22 | 3 392 | −9,36 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2 998 | 339 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 2 499 | 0,00 | 283 | 2,55 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 74 436 | 4,26 | 8 422 | −4,30 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 58 882 | 4,38 | 6 660 | −5,02 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 8 555 | −3,91 | 968 | −11,85 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 34 145 | −34,26 | 3 759 | −41,28 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 2 839 | 14,89 | 321 | 5,59 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3 653 783 | −1,21 | 413 279 | −9,35 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 55 941 | −24,82 | 6 327 | −31,51 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 6 247 | 0,00 | 707 | −8,31 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 27 184 | −3,78 | 3 075 | −11,72 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 20 610 | −29,17 | 2 331 | −35,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 516 567 | −1,29 | 58 429 | −9,42 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 249 970 | 30,97 | 28 274 | 20,19 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 6 410 | −1,10 | 790 | 1,02 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 20 113 | −1,83 | 2 275 | −9,94 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 7 074 | 0,08 | 800 | −8,15 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 5 091 | 0,00 | 576 | −8,44 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 3 512 | 0,09 | 397 | −8,10 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 97 159 | −6,42 | 10 990 | −14,13 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 121 | 0,00 | 14 | −7,14 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 11 655 | 107,02 | 1 212 | 74,89 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 2 124 | 0,00 | 240 | −8,05 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 325 789 | −6,90 | 36 850 | −14,57 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 251 360 | 9,44 | 28 431 | 0,43 | ||||
| 2026-05-12 | 13F | Beaton Management Co. Inc. | 2 804 | 34,81 | 0 | |||||
| 2026-05-12 | 13F | Dynamic Financial Group | 5 390 | 0,04 | 610 | −8,28 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 422 113 | −2,90 | 47 745 | −10,89 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 16 162 | −0,74 | 1 828 | −8,87 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2 671 | 0,07 | 302 | −7,93 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 2 160 | 0,00 | 244 | −8,27 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 3 409 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 6 653 | −4,36 | 753 | −12,25 | ||||
| 2026-05-06 | 13F | Eq Llc | 265 307 | 10,12 | 30 009 | 1,05 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1 963 | 4,36 | 222 | −3,90 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 140 | 0,00 | 16 | −11,76 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4 887 | 553 | ||||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 23 418 | 10,89 | 2 649 | 1,73 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 736 | 0,00 | 68 | −24,44 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 27 829 | −1,44 | 3 148 | −9,57 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 50 975 | 8,44 | 5 766 | −0,50 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 3 680 | 6,08 | 416 | −2,58 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 3 335 | 1,71 | 377 | −6,68 | ||||
| 2026-05-15 | 13F | Brasada Capital Management, Lp | 9 813 | −1,66 | 1 130 | −8,21 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 67 590 | −8,70 | 7 645 | −16,22 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 9 734 | −0,92 | 1 101 | −9,01 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 8 123 | −1,68 | 919 | −9,82 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 59 574 | −64,65 | 6 738 | −67,56 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 2 040 | 0,00 | 231 | −8,37 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 2 173 | 0,00 | 246 | −8,24 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 332 587 | −13,96 | 38 118 | −19,99 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 24 657 | 15,48 | 3 200 | 21,59 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 625 | 0,00 | 71 | −9,09 | ||||
| 2026-05-11 | 13F | Collier Financial | 781 | 0,13 | 88 | −8,33 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 44 103 | 0,75 | 4 988 | −7,54 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 890 879 | −10,65 | 440 097 | −18,01 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 32 845 | −0,34 | 3 764 | −7,34 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 610 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 2 366 | −1,05 | 268 | −9,18 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 16 551 | 2,24 | 1 872 | −6,17 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 184 | 0,00 | 21 | −9,09 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 2 950 | −1,63 | 334 | −9,76 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 23 755 | 2,99 | 2 687 | −5,49 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 3 499 | −8,57 | 396 | −16,14 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 9 507 | 0,00 | 1 075 | −8,20 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 7 171 | 1,83 | 811 | −6,46 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 267 | 0,00 | 30 | −6,25 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 6 420 | 10,94 | 726 | 1,82 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 12 312 | 1,57 | 1 393 | −6,83 | ||||
| 2026-04-30 | 13F | Rockline Wealth Management, LLC | 1 841 | 0,00 | 208 | −7,96 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2 572 | 0,08 | 291 | −8,23 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 264 362 | 1,24 | 29 902 | −7,09 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 11 392 | 1,49 | 1 | 0,00 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 11 052 | 0,00 | 1 250 | −8,22 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 36 890 | −10,65 | 4 173 | −18,02 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 2 965 | 335 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 187 275 | 0,64 | 21 183 | −7,65 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 13 847 | 5,40 | 1 566 | −3,27 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 3 355 | 56,48 | 379 | 43,56 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 9 769 | 1,81 | 1 105 | −6,60 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 247 312 | 0,00 | 27 973 | −8,23 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7 291 428 | 5,32 | 824 735 | −3,35 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 105 824 | 48,62 | 11 970 | 36,38 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 496 194 | 32,88 | 56 124 | 21,94 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 7 365 | 1,03 | 833 | −7,24 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 14 706 | −7,58 | 1 663 | −15,20 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 3 712 | 24,98 | 420 | 14,48 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 13 584 | 0,94 | 1 536 | −7,36 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 12 062 | 0,00 | 1 396 | −6,56 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3 456 | 0,00 | 391 | −8,24 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 3 441 | 0,00 | 389 | −8,25 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 3 017 | 0,00 | 341 | −8,09 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 5 812 | −36,22 | 657 | −41,50 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 178 395 | −1,06 | 21 989 | 1,02 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 128 326 | −0,28 | 14 515 | −8,50 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 653 492 | −2,56 | 187 026 | −10,59 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 541 | 7,22 | 287 | −1,71 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 239 | −98,64 | 27 | −98,75 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 17 | 2 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 17 314 | 4,03 | 1 958 | −4,53 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 5 508 | 32,37 | 623 | 21,68 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 27 341 | 24,14 | 3 093 | 13,93 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 11 787 | 15,83 | 1 333 | 6,30 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Ellevest, Inc. | 3 609 | 0,06 | 408 | −8,11 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 24 597 | −0,17 | 2 782 | −8,40 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 7 051 | 0,00 | 798 | −8,29 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 46 989 | 10,74 | 5 315 | 1,61 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1 200 | −4,69 | 136 | −12,90 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 6 003 | 3,88 | 679 | −4,63 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 196 314 | 1,04 | 22 205 | −7,28 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 24 400 | 23,34 | 3 007 | 20,52 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2 685 | 3,23 | 304 | −5,31 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 29 506 | 3,46 | 3 337 | −7,02 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 33 654 | 0,00 | 4 148 | 0,00 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 272 542 | 5,03 | 30 827 | −3,61 | ||||
| 2026-05-05 | 13F | PFG Advisors | 48 898 | 8,94 | 5 531 | −0,04 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 89 328 | 19,44 | 10 104 | 9,60 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 3 830 | 0,00 | 433 | −8,26 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 15 284 | 0,98 | 1 729 | −7,35 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 3 403 | 5,75 | 385 | −3,03 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 90 740 | −17,33 | 10 264 | −24,08 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21 071 | −12,42 | 2 414 | −18,58 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 54 018 | 2,27 | 6 110 | −6,16 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 19 742 | 0,00 | 2 233 | −8,22 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1 406 864 | 4,06 | 159 130 | −4,51 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 31 988 | −0,17 | 3 618 | −8,38 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 362 101 | 1,59 | 154 067 | −6,77 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 67 868 | 2,83 | 7 677 | −5,64 | ||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 6 101 | 0,00 | 690 | −8,24 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 17 062 | −27,91 | 1 929 | −33,85 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 2 791 | 0,00 | 316 | −8,43 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 32 130 | 23,40 | 3 634 | 13,24 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 3 142 | 0,00 | 355 | −8,27 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 2 461 | 278 | ||||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 83 805 | 98,05 | 9 479 | 81,76 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 88 | 0,00 | 10 | −10,00 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 3 576 | 0,36 | 404 | −7,97 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 6 111 | −0,07 | 803 | 6,64 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 1 585 | 179 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 2 352 | −3,45 | 0 | −100,00 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 100 635 | 225,71 | 11 383 | 198,90 | ||||
| 2026-02-03 | 13F | Nordwand Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 143 445 | 0,32 | 16 229 | −7,93 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 39 998 | 6,58 | 4 524 | −2,18 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 805 | −82,08 | 91 | −83,54 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2 002 | 19,88 | 226 | 10,24 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 82 910 | 5,87 | 9 378 | −2,86 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 12 635 | 16,51 | 1 429 | 6,96 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 507 | 0,00 | 62 | −3,17 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 22 146 | −1,56 | 2 505 | −9,67 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 159 011 | 9,14 | 17 986 | 0,16 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 23 296 | 0,00 | 2 683 | −7,49 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 46 625 | 13,94 | 5 274 | 4,56 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 54 985 | 37,73 | 6 219 | 26,40 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 2 071 | 234 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 27 665 | 2,29 | 3 129 | −6,12 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 5 878 | −11,89 | 665 | −19,22 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 46 485 | −0,02 | 5 258 | −8,27 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 148 | 0,00 | 17 | −11,11 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 19 988 | 4,43 | 2 261 | −4,20 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 2 779 | 0,36 | 314 | −7,92 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 42 001 | 0,50 | 4 751 | −7,78 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 118 008 | −7,37 | 13 348 | −15,00 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 1 600 | 197 | ||||||
| 2026-05-01 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 78 442 | 5,51 | 8 873 | −3,19 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3 572 | −79,83 | 404 | −81,49 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 52 649 | −2,69 | 5 955 | −11,86 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 24 728 | −0,26 | 2 797 | −8,48 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 66 991 | 1,54 | 7 577 | −6,82 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | National Philanthropic Trust | 30 944 | 0,34 | 3 500 | −7,92 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 2 223 | 0,00 | 251 | −8,39 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 6 066 | −49,02 | 686 | −53,21 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 335 | −13,66 | 38 | −21,28 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6 123 | 2,22 | 693 | −6,23 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 36 872 | 7,42 | 4 171 | −1,42 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 4 659 | −7,91 | 527 | −15,57 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 3 493 | 0,00 | 456 | 6,05 | ||||
| 2026-05-13 | 13F | Black Cypress Capital Management, LLC | 839 | 0,00 | 95 | −8,74 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3 364 | −4,32 | 381 | −12,24 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 2 649 | 0,08 | 300 | −8,28 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 16 501 | 0,01 | 1 866 | −8,21 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 226 392 | 4,49 | 25 607 | −4,11 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 183 538 | 104,71 | 20 760 | 87,86 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 59 697 | −10,59 | 6 752 | −17,96 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 103 734 | 150,90 | 11 733 | 130,24 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 2 000 | 0,00 | 226 | −8,13 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 5 493 | −9,30 | 621 | −16,76 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 61 140 | 6,74 | 6 916 | −2,04 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 174 730 | 204,91 | 19 764 | 179,81 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 60 442 | −1,30 | 6 837 | −9,43 | ||||
| 2026-02-10 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 17 077 | −76,92 | 1 932 | −78,83 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 8 185 | −2,96 | 926 | −10,97 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 3 185 | 0,00 | 360 | −8,16 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 16 412 | −2,41 | 1 856 | −10,42 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 3 528 | −11,98 | 399 | −19,23 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 12 500 | 0,00 | 1 414 | −8,25 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1 771 | 0,06 | 200 | −8,26 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 28 559 | −0,77 | 3 230 | −8,94 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 3 388 | 5,84 | 437 | 10,66 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 2 090 | 236 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 1 240 | 63,16 | 140 | 50,54 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 7 931 | 10,80 | 897 | 1,70 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 15 464 | −0,95 | 1 749 | −9,10 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4 754 617 | 5,44 | 537 795 | −3,24 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 6 088 | −0,39 | 689 | −9,47 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 16 633 | −1,96 | 1 881 | −10,04 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 2 200 | 0,00 | 249 | −8,49 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 2 677 | 2,41 | 303 | −6,21 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 23 194 | −1,43 | 2 859 | 0,63 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 200 | 0,00 | 23 | −8,33 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 20 | 2 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 5 765 | 78,54 | 652 | 63,82 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 5 080 | 27,10 | 575 | 16,67 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 151 750 | 0,00 | 17 164 | −8,23 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 47 048 | 5,53 | 5 322 | −3,17 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 49 890 | 0,00 | 5 643 | −8,23 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 2 178 | 246 | ||||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 4 588 | −4,22 | 519 | −12,20 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 13 880 | −21,08 | 1 570 | −28,49 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 213 | 23 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 145 183 | −2,72 | 16 422 | −10,73 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 11 759 | 0,00 | 1 449 | 0,00 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 27 087 | −3,26 | 3 104 | −10,06 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 105 | 9,56 | 917 | 0,55 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 2 067 | −14,30 | 234 | −21,55 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 8 843 | 13,46 | 1 000 | 4,17 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 209 739 | 2,08 | 23 724 | −6,32 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6 696 | −1,38 | 757 | −9,45 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 26 964 | −0,03 | 3 324 | 2,09 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 368 | 22,67 | 42 | 13,89 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 6 614 | 0,27 | 748 | −8,00 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 23 901 | −8,34 | 3 | −33,33 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 93 456 | 10 571 | ||||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 13 270 | 19,87 | 1 501 | 9,97 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2 005 | 0,00 | 227 | −8,50 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 15 506 | −1,90 | 1 754 | −10,01 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 235 361 | 8,53 | 26 622 | −0,41 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 39 811 | −1,04 | 4 503 | −9,18 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 7 260 | 821 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 10 928 | 69,35 | 1 236 | 55,47 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 31 695 | 5,00 | 3 585 | −3,63 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 14 038 | 219,99 | 1 588 | 193,89 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 31 400 | −25,10 | 3 552 | −31,28 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 3 247 | 0,03 | 367 | −8,25 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 4 637 | −50,16 | 1 052 | −8,20 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 2 718 | 0,00 | 307 | −8,36 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 28 | 0,00 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 2 193 | 0,05 | 248 | −8,15 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 27 608 | −0,06 | 3 123 | −8,31 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 1 726 | 0,00 | 213 | 1,92 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 5 441 | 3,62 | 615 | −4,95 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 10 462 | 95,88 | 1 183 | 79,79 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 3 547 | 6,61 | 401 | −2,20 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 225 227 | −1,76 | 25 475 | −9,85 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 78 441 | −1,56 | 8 872 | −9,67 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 6 406 | 24,73 | 725 | 14,38 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4 179 | 3,59 | 515 | 5,97 | ||||
| 2026-04-07 | 13F | Eastern Bank | 28 438 | −18,80 | 3 217 | −25,49 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 2 249 169 | 6,90 | 254 403 | −1,91 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 10 202 | 9,99 | 1 154 | 0,87 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 20 889 253 | 5,41 | 2 362 783 | −3,27 | ||||
| 2026-05-13 | 13F | United Services Automobile Association | 39 275 | −34,27 | 4 442 | −39,68 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 6 652 | 7,55 | 752 | −1,31 | ||||
| 2026-05-06 | 13F | Jag Capital Management, Llc | 2 708 | 0,00 | 306 | −8,11 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 2 435 | −31,10 | 275 | −36,78 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 14 405 | −0,99 | 1 629 | −9,15 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 51 291 | 2,35 | 5 801 | −6,07 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 1 258 | −41,30 | 142 | −46,21 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 1 111 | 126 | ||||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 48 147 | 4,83 | 5 446 | −3,82 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 11 971 | −50,27 | 1 373 | −53,74 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 16 305 | 4,39 | 2 010 | 6,58 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 57 025 | 0,14 | 6 536 | −6,90 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 4 316 | −17,63 | 488 | −24,34 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 15 644 | 31,47 | 1 770 | 20,67 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 33 964 | −9,54 | 3 842 | −16,99 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 29 511 | −0,75 | 3 338 | −8,92 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 5 136 | 0,00 | 581 | −8,37 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 6 206 | −8,21 | 702 | −15,73 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 118 | 0,00 | 13 | −7,14 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 2 554 | 29,84 | 289 | 19,01 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 11 391 | −8,26 | 1 288 | −15,82 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3 175 | 84,70 | 359 | 70,14 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 2 896 | 328 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 5 566 | 0,00 | 630 | −8,31 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 1 715 | 0,00 | 211 | 1,93 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 62 523 | 33,62 | 7 072 | 22,61 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 1 808 | 0,00 | 205 | −8,11 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4 482 | 17,64 | 507 | 7,89 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 2 830 | 0,00 | 320 | −8,05 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 126 627 | 19,38 | 14 353 | 9,78 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 113 101 | −1,40 | 12 793 | −9,52 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 16 531 | −0,04 | 1 870 | −8,29 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 118 508 | 5,27 | 13 404 | −3,40 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 1 952 | 0,00 | 221 | −8,33 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1 712 | 17,83 | 194 | 7,82 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 17 913 | −0,14 | 2 026 | −8,37 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 2 276 | 0,04 | 257 | −8,21 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 1 023 | 0,00 | 116 | −8,73 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 5 803 | 43,75 | 656 | 31,99 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 11 954 | 23,00 | 1 352 | 12,85 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 1 817 | 0,00 | 206 | −8,07 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 57 190 | −5,70 | 6 469 | −13,47 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 26 438 | −8,43 | 2 990 | −15,96 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2 360 | 20,16 | 267 | 9,92 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 3 124 | −2,89 | 353 | −10,86 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 222 836 | 1,45 | 25 205 | −6,90 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 885 451 | 5,82 | 100 154 | −2,89 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6 105 | 0,98 | 690 | −7,38 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 70 185 | −5,08 | 7 630 | −16,28 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 151 882 | 7,99 | 17 179 | −0,91 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 57 040 | −7,25 | 6 452 | −14,89 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 2 801 | 0,00 | 317 | −8,41 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 2 342 | 0,00 | 265 | −8,33 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 210 897 | 0,00 | 211 | 0,00 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 13 029 | 19,43 | 1 474 | 9,60 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 12 655 | 10,00 | 1 432 | 0,92 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 501 583 | −3,26 | 56 734 | −11,23 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 41 470 | 22,60 | 4 691 | 12,50 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 143 216 | 0,37 | 16 199 | −7,90 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 48 590 | −5,75 | 5 496 | −13,52 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 452 | 0,00 | 51 | −7,27 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 59 991 | −48,82 | 6 786 | −53,04 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 2 998 | 0,00 | 370 | 2,22 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 15 870 | 0,01 | 1 795 | −8,18 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 5 111 | 1,51 | 578 | −6,77 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 88 811 | 43,94 | 10 045 | 32,08 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 35 583 | 2,64 | 4 025 | −5,83 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 81 311 | −22,72 | 10 434 | −19,55 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 4 939 | 46,17 | 559 | 34,13 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 82 | 0,00 | 9 | −10,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 8 578 646 | −1,26 | 970 331 | −9,39 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 146 091 | −1,60 | 16 524 | −11,03 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 15 361 | 60,46 | 1 737 | 47,33 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 20 248 | 0,00 | 2 290 | −8,22 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 11 534 | −0,11 | 1 305 | −8,36 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1 704 | 10,94 | 193 | 1,59 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 20 367 | 0,00 | 2 548 | 3,41 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 5 | 1 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 714 | 81 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 33 042 | 258,18 | 3 937 | 242,26 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 5 177 | 0,00 | 586 | −8,31 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 6 322 | 715 | ||||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 3 262 | 0,00 | 369 | −8,46 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 3 585 | 0,00 | 405 | −8,16 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 126 503 | 5,86 | 14 309 | −2,86 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 725 | 0,00 | 82 | −7,87 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 66 443 | −1,51 | 7 515 | −9,61 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 18 422 | −5,37 | 2 084 | −13,17 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 4 452 | 0,00 | 504 | −8,21 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 6 893 | 162,49 | 780 | 141,18 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 2 435 | −47,35 | 275 | −51,75 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 4 595 | 0,00 | 520 | −8,30 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 12 353 | 30,91 | 1 397 | 20,12 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 3 043 | −8,21 | 344 | −15,69 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 10 784 | 0,26 | 1 220 | −8,00 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 9 314 | −0,31 | 1 053 | −8,51 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 3 643 | 0,00 | 412 | −8,24 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 338 159 | 0,53 | 38 249 | −7,84 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 1 027 | 6,42 | 116 | −1,69 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 369 582 | 0,10 | 41 803 | −8,15 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 190 231 | 0,70 | 21 517 | −7,59 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 53 483 | 0,29 | 6 049 | −7,97 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 2 276 | 2,71 | 257 | −5,86 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 91 318 | −2,59 | 10 329 | −10,61 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 13 542 | 1,32 | 1 532 | −7,04 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 16 453 | 0,00 | 1 861 | −8,24 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 51 825 | −1,37 | 5 862 | −9,50 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 2 724 | 0,00 | 308 | −8,06 | ||||
| 2026-05-06 | 13F | Jennison Associates Llc | 2 342 | −28,51 | 265 | −34,49 | ||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 6 490 | 0,00 | 734 | −8,14 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 7 415 | −5,70 | 839 | −13,52 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 2 026 | 229 | ||||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 7 426 | 840 | ||||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 1 880 | 0,00 | 213 | −8,23 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 4 319 | 8,16 | 489 | −0,81 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 28 935 | 390,42 | 3 273 | 350,07 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 370 845 | 5,17 | 41 946 | −3,49 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 1 814 | 0,00 | 205 | −8,07 | ||||
| 2026-04-10 | 13F | Novem Group | 37 469 | 87,35 | 4 238 | 71,93 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 7 373 | 7,17 | 834 | −1,77 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 36 994 | −35,46 | 4 806 | −32,84 | ||||
| 2026-05-07 | 13F | S&co Inc | 33 695 | 0,00 | 4 | −25,00 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 2 186 | 0,00 | 285 | 6,74 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 175 041 | 7,36 | 19 799 | −1,48 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 9 299 | 2,15 | 1 052 | −6,33 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10 201 | −2,16 | 1 154 | −10,27 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 7 050 | 0,03 | 797 | −8,18 | ||||
| 2026-05-12 | 13F | Creative Planning | 673 356 | 3,06 | 76 163 | −5,43 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 38 615 | −49,82 | 4 368 | −53,96 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 350 382 | −15,99 | 39 632 | −22,90 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 261 939 | 3,22 | 32 287 | 5,39 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 18 485 | 1,42 | 2 091 | −8,17 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 10 250 | 0,00 | 1 159 | −8,23 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25 594 | −0,99 | 2 895 | −9,17 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 2 011 | 1,93 | 227 | −6,58 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 186 | −88,48 | 23 | −88,66 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 4 414 | 544 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1 856 | −19,51 | 231 | −18,95 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 59 | 0,00 | 7 | −14,29 | ||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 3 986 | 0,00 | 504 | 4,36 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 7 986 | −9,53 | 903 | −17,00 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 4 437 | 0,00 | 502 | −8,24 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 23 131 | 23,94 | 2 922 | 27,04 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 207 466 | −4,10 | 23 466 | −12,00 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 208 732 | 2,71 | 23 610 | −5,74 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 16 367 | 21,64 | 1 851 | 11,64 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 6 413 | 3,00 | 725 | −5,48 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 4 097 | 0,10 | 463 | −8,13 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 52 521 | 5,16 | 5 941 | −3,49 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 25 616 | 0,00 | 2 897 | −8,24 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 33 549 | −8,37 | 3 795 | −15,91 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 5 092 | −20,00 | 576 | −26,66 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 133 149 | 2,25 | 15 060 | −6,17 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 22 694 | 0,74 | 2 567 | −7,56 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 19 670 | −0,15 | 2 225 | −8,40 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 77 313 | 0,18 | 8 745 | −8,07 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1 061 | 3,71 | 120 | −4,76 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 98 946 | 0,25 | 11 192 | −8,01 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 7 982 | −2,03 | 903 | −10,16 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 5 096 | 0,00 | 576 | −8,28 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 15 539 | 3,41 | 1 758 | −5,13 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 3 256 | 0,00 | 368 | −8,23 | ||||
| 2026-05-04 | 13F | Nwam Llc | 38 500 | −4,96 | 4 355 | −13,53 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3 023 | 21,07 | 342 | 11,07 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 97 619 | 16,67 | 11 042 | 7,06 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 98 028 | −1,00 | 11 088 | −9,15 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 502 832 | −20,21 | 56 875 | −26,78 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 708 | 0,00 | 80 | −8,05 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 12 626 | −1,24 | 1 428 | −9,33 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 40 270 | −71,64 | 4 555 | −74,17 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 7 588 | 61,38 | 858 | 48,19 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 71 882 | −10,98 | 8 131 | −18,31 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 2 185 | 0,00 | 247 | −8,18 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 593 468 | −0,84 | 67 127 | −9,00 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3 762 | −5,29 | 426 | −13,09 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 2 781 | 0,00 | 315 | −8,19 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 5 810 | 108,92 | 657 | 92,11 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 2 716 | 1 911,85 | 311 | 1 843,75 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2 618 | 59,34 | 296 | 46,53 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 35 358 | 1,24 | 3 999 | −7,09 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 29 612 | 85,79 | 3 349 | 70,52 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 2 319 | −41,65 | 262 | −46,42 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 147 235 | −10,57 | 16 654 | −17,93 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 11 370 | 0,04 | 1 286 | −8,14 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 92 695 | 1,68 | 10 485 | −6,69 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 8 665 | 1,94 | 980 | −6,40 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 35 132 | 13,66 | 3 974 | 4,31 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 72 391 | 25,42 | 8 188 | 15,10 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 15 572 | −44,65 | 1 761 | −49,21 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 385 | −53,89 | 44 | −57,84 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 1 940 | 5,43 | 219 | −3,10 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 3 239 | 0,03 | 366 | −8,27 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 156 051 | 0,08 | 17 651 | −8,16 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 225 632 | −18,24 | 25 521 | −24,97 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 239 108 | −1,41 | 27 046 | −9,53 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 166 649 | −6,73 | 18 850 | −14,42 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 4 525 | 0,00 | 512 | −8,26 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 37 532 | 0,00 | 4 | 0,00 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 18 549 | −0,54 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 49 323 629 | 13,01 | 5 578 996 | 3,70 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 198 289 | 5,61 | 22 428 | −3,09 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 23 386 | 4,43 | 2 645 | −4,17 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 7 800 | 0,01 | 882 | −8,70 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 10 725 | 165,80 | 1 213 | 144,06 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1 351 | 0,07 | 153 | −8,43 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 12 833 | −54,20 | 1 452 | −57,98 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 1 805 | −0,06 | 204 | −8,11 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 148 261 | 2,67 | 16 770 | −5,79 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 26 284 | 0,00 | 2 973 | −8,24 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3 806 | 17,94 | 430 | 8,31 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 31 546 | −0,02 | 3 568 | −9,12 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 5 025 | −0,20 | 568 | −8,39 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1 807 | 0,06 | 204 | −8,11 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 2 164 | 0,00 | 245 | −8,27 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 4 043 | −3,58 | 457 | −11,43 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 14 322 | −54,46 | 2 | −66,67 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 957 | 0,00 | 111 | −6,78 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 9 736 | 0,00 | 1 101 | −8,25 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3 380 | 16,59 | 382 | 7,00 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 3 733 | 0 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 35 738 | −53,63 | 4 | −55,56 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 23 913 | −10,19 | 2 705 | −17,59 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 19 913 | 8,10 | 2 252 | −0,79 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 1 883 | 213 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 105 | 0,00 | 12 | −8,33 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 3 913 | 0,00 | 443 | −8,30 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 104 868 | 12,67 | 11 862 | 3,39 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 20 500 | −3,21 | 2 319 | −11,19 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 37 556 | −12,62 | 4 216 | −20,41 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 3 914 423 | −3,36 | 442 760 | −11,32 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 4 171 | 0,00 | 472 | −8,37 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 45 110 | 4,21 | 5 102 | −4,37 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 28 970 | 0,00 | 3 277 | −8,24 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 2 897 | 2,58 | 328 | −6,03 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 5 689 | 0,00 | 687 | −2,14 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 76 938 | −13,38 | 8 702 | −20,52 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 5 006 | 57,42 | 566 | 44,76 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 43 327 | 68,44 | 4 901 | 54,57 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 168 066 | 2,36 | 19 010 | −6,07 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8 668 | 24,50 | 980 | 12,90 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 7 819 | −70,43 | 884 | −72,87 | ||||
| 2026-05-01 | 13F | Avion Wealth | 3 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 6 324 | 0,00 | 715 | −8,22 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 3 309 | −1,69 | 374 | −9,66 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 2 675 | 0,07 | 303 | −8,21 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 581 | 0,00 | 66 | −8,45 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 12 536 | 1,89 | 1 418 | −6,53 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 40 790 | −2,83 | 4 614 | −10,84 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 8 968 | 158,82 | 1 014 | 137,47 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 102 690 | 4,46 | 11 615 | −4,14 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3 783 | 7,35 | 428 | −2,51 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 110 975 | 7,90 | 12 552 | −0,98 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 6 318 | 0,08 | 715 | −8,23 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 7 685 | 0,00 | 869 | −8,24 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 5 632 | 6,34 | 637 | −2,30 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 838 | 0,00 | 95 | −8,74 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 9 390 | −0,63 | 1 062 | −8,76 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 27 280 | −3,01 | 3 086 | −11,02 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1 246 | 141 | ||||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 48 316 | −1,17 | 5 465 | −9,33 | ||||
| 2026-05-14 | 13F | Prudential Plc | 5 600 | −68,18 | 633 | −70,82 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 2 227 | 252 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 6 127 | −1,62 | 693 | −9,65 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 17 343 | −1,47 | 1 962 | −9,59 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 8 692 | −23,20 | 1 072 | −23,17 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 55 044 | 365,69 | 6 226 | 327,61 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 87 925 | 2,54 | 9 945 | −5,90 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 30 973 | 12,21 | 3 503 | 2,97 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 68 139 | 9,60 | 7 707 | 0,59 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 105 361 | 5,03 | 13 608 | 10,05 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 158 894 | 4,45 | 17 973 | −4,15 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 6 371 | −2,60 | 721 | −10,67 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4 777 915 | 0,06 | 540 430 | 91 809,86 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 113 698 | 9,15 | 12 860 | 0,16 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 7 633 | −13,25 | 941 | −11,49 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 168 957 | −1,54 | 19 111 | −9,65 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 6 654 | −4,74 | 753 | −12,66 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 183 804 | 193,33 | 20 790 | 169,20 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 6 362 | −3,52 | 720 | −11,45 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 584 236 | 13,57 | 66 083 | 4,21 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 4 286 127 | 43,40 | 484 804 | 31,59 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 162 293 | 2,99 | 18 357 | −5,49 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 5 352 | 0,00 | 605 | −8,19 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 25 530 | −0,39 | 2 888 | −8,61 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 17 132 | 9,18 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 7 521 | 0,00 | 851 | −8,21 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 485 | −40,49 | 55 | −46,00 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 2 567 | 0,00 | 290 | −8,23 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 83 950 | −65,22 | 10 348 | −64,49 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 2 433 | 0,08 | 280 | −6,35 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4 426 | −1,78 | 501 | −9,91 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 21 352 | −0,33 | 2 415 | −8,52 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35 580 | 474,98 | 4 | |||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 17 632 | −0,06 | 1 994 | −8,28 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2 044 | 82,34 | 231 | 67,39 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 49 | −86,00 | 6 | −16,67 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 48 017 | −4,06 | 5 431 | −11,96 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 2 342 | −52,73 | 265 | −56,72 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 90 641 | −74,13 | 10 252 | −76,26 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 6 714 | −75,07 | 800 | −75,88 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 91 083 | 17,73 | 10 302 | 8,66 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4 810 | −7,50 | 544 | −15,00 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 4 151 | 0,00 | 470 | −8,22 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 35 261 | 10,65 | 3 988 | 1,55 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 25 906 | −6,51 | 2 930 | −14,20 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1 969 | 20,95 | 223 | 11,00 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 5 136 | 0,00 | 581 | −8,37 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 743 | −2,37 | 84 | −9,68 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 12 082 | −7,68 | 1 658 | 11,05 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 3 932 | 16,06 | 411 | −1,44 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 13 246 | −13,93 | 1 710 | −10,05 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 132 318 | 7,76 | 17 178 | 12,98 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 17 969 | −17,03 | 2 033 | −23,87 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 2 323 | −25,64 | 263 | −31,95 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 31 311 | 0,03 | 3 542 | −8,22 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 25 141 | 7,27 | 2 844 | −1,56 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 1 812 | 205 | ||||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 501 | 0,00 | 57 | −8,20 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 288 430 | 8,03 | 32 624 | −0,86 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 2 485 | 0,00 | 281 | −8,17 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13 759 | 1 556 | ||||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 704 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 44 680 | 22,63 | 5 054 | 12,54 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 3 509 | −2,45 | 397 | −10,61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 3 800 | −86,90 | 430 | −88,00 | |||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 7 393 | 0,00 | 836 | −8,23 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 2 088 | 0,00 | 236 | −8,17 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 11 292 | −0,23 | 1 277 | −8,46 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 10 856 | 0,00 | 1 228 | −8,30 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 18 130 | 11,59 | 2 051 | 2,40 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 48 300 | 23,21 | 5 463 | 13,08 | |||
| 2026-05-12 | 13F | GGM Financials LLC | 95 | 0,00 | 11 | −9,09 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 28 400 | −24,87 | 3 212 | −31,06 | |||
| 2026-05-15 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Simmons Bank | 12 956 | −2,20 | 1 465 | −10,23 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Next Capital Management LLC | 67 879 | 3,84 | 7 678 | −4,72 | ||||
| 2026-05-15 | 13F | Whalerock Point Partners, Llc | 3 426 | 29,48 | 388 | 18,71 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 977 675 | 10,65 | 223 695 | 1,54 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 6 104 | 0,00 | 690 | −8,24 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 9 314 | 2,15 | 1 077 | −4,10 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 20 564 | 79,55 | 2 326 | 64,78 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 356 | 0,00 | 40 | −6,98 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 2 720 | 308 | ||||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 11 261 | −1,49 | 1 297 | −9,24 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 2 082 | −6,89 | 235 | −14,55 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 17 667 | 1 998 | ||||||
| 2026-05-11 | 13F | White Pine Capital Llc | 13 709 | 0,00 | 1 551 | −8,23 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 5 646 | 2,21 | 639 | −6,18 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 148 706 | 1,95 | 16 820 | −6,44 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 274 | 31 | ||||||
| 2026-04-15 | 13F | Roan Capital Partners | 3 014 | 341 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 2 960 | −6,36 | 335 | −14,14 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 211 406 | 6,91 | 23 912 | −1,89 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 5 030 | 2,51 | 569 | −5,96 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 20 142 | −0,60 | 2 278 | −8,77 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 15 757 | 9,29 | 1 782 | 0,28 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 44 172 | −1,83 | 4 996 | −9,90 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 4 200 | 0,00 | 475 | −8,12 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 15 685 | −0,73 | 1 774 | −8,89 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 4 816 | −1,85 | 545 | −9,93 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 66 303 | 5,19 | 7 500 | −4,29 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 42 076 | 13,06 | 5 | 0,00 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 224 526 | 8,56 | 25 396 | −0,38 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 15 052 | 12,71 | 1 877 | 12,34 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 288 548 | −6,89 | 32 638 | −14,56 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 8 220 | 1,29 | 930 | −7,10 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 1 113 | 0,00 | 126 | −8,76 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 6 356 | 0,49 | 719 | −7,83 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 5 534 | 0,00 | 626 | −8,36 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19 268 | 2 179 | ||||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 2 552 | 0,00 | 289 | −8,28 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 9 426 | 0,27 | 1 066 | −7,94 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 774 | −7,64 | 0 | −100,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 10 774 | −12,41 | 1 367 | −9,89 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 20 748 | 3,40 | 2 347 | −5,14 | ||||
| 2026-05-05 | 13F | Progressive Investment Management Corp | 14 000 | 0,00 | 1 584 | −8,23 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 1 800 | −35,71 | 204 | −41,16 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 1 777 | 201 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 21 020 | −14,47 | 2 378 | −21,53 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 5 139 | 0,00 | 581 | −8,21 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 47 411 | −1,80 | 5 363 | −9,90 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 44 019 | 4,69 | 4 979 | −3,94 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 99 242 | 21,63 | 11 225 | 11,61 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 4 558 | 3,36 | 516 | −5,16 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 592 856 | −27,36 | 67 947 | −32,46 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 13 822 | −0,23 | 1 563 | −8,44 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 22 097 | −2,75 | 2 499 | −10,75 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 6 616 | 0,68 | 748 | −7,54 | ||||
| 2026-05-21 | 13F | Montchanin Asset Management, Llc | 2 400 | 0 | ||||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 180 794 | 2,93 | 20 450 | −5,55 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 10 079 | 74,92 | 1 140 | 60,56 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 2 709 | −8,23 | 306 | −15,70 | ||||
| 2026-05-13 | 13F | Nicollet Investment Management, Inc. | 2 324 | 0 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | −96,62 | 2 | −97,37 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 324 | 37 | ||||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 9 255 | −1,43 | 1 047 | −9,59 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 4 838 | −2,97 | 547 | −10,91 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 10 598 | 0,00 | 1 199 | −8,27 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 4 200 | −4,55 | 475 | −12,36 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 15 632 | −5,39 | 1 768 | −13,16 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 4 005 | −13,41 | 453 | −20,53 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | TL Private Wealth | 8 364 | −18,81 | 1 009 | −21,42 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 6 697 | −0,48 | 757 | −8,69 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 79 408 | −0,70 | 8 982 | −8,88 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 8 351 | −1,87 | 945 | −9,92 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 20 854 | 7,24 | 2 359 | −1,59 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 7 765 | 0,22 | 878 | −8,06 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 2 328 | −5,63 | 263 | −13,49 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 90 806 | −11,82 | 10 271 | −19,08 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 5 569 | 51,00 | 782 | 72,03 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 5 111 | 0,00 | 578 | −8,11 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 3 078 | 8,27 | 348 | −0,57 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 55 002 | 2,33 | 6 221 | −6,10 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 62 086 | 0,12 | 7 023 | −8,13 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 266 271 | −8,61 | 30 118 | −16,14 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 3 717 | 7,24 | 420 | −1,64 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | All Terrain Financial Advisors, LLC | 7 318 | 0,00 | 828 | −8,31 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 39 253 | −62,57 | 4 440 | −65,66 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 248 772 | 4,15 | 28 139 | −4,43 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 508 502 | 8,23 | 57 517 | −0,68 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 2 052 | 0,10 | 232 | −7,94 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 4 820 | −1,23 | 546 | −9,32 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 7 063 | −2,53 | 799 | −10,64 | ||||
| 2026-04-16 | 13F | Friday Financial | 11 744 | 0,00 | 1 328 | −8,22 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 5 857 | −25,63 | 662 | −31,75 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 2 263 | −3,62 | 256 | −11,76 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 30 678 | 36,19 | 3 470 | 24,96 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 445 | 0,00 | 50 | −7,41 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 23 807 | −6,93 | 2 693 | −14,62 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 47 412 | 5 363 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 17 823 | −4,05 | 2 016 | −11,97 | ||||
| 2026-05-06 | 13F | Barings Llc | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 10 865 | −93,19 | 1 229 | −93,75 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 1 418 | 7,67 | 160 | −1,23 |
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