Grundläggande statistik
| Institutionella ägare | 711 total, 711 long only, 0 short only, 0 long/short - change of 1,44% MRQ |
| Genomsnittlig portföljallokering | 0.6248 % - change of −2,84% MRQ |
| Institutionella aktier (lång) | 134 347 808 (ex 13D/G) - change of −0,18MM shares −0,60% MRQ |
| Institutionellt värde (lång) | $ 9 948 324 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (MX:SPHQ) har 711 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 134,347,808 aktier. Största aktieägare inkluderar LPL Financial LLC, Cliftonlarsonallen Wealth Advisors, Llc, Ameriprise Financial Inc, Wealth Enhancement Advisory Services, Llc, Fmr Llc, Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Raymond James Financial Inc, and Vantagepoint Investment Advisers Llc .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (BMV:SPHQ) 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.
AI+ Ask Fintel’s AI assistant about Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 813 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-14 | 13F | Binnacle Investments Inc | 335 | 0,00 | 25 | 4,35 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 4 928 628 | 4,64 | 369 894 | 7,15 | ||||
| 2025-11-14 | 13F | Manchester Capital Management LLC | 3 | 0,00 | 0 | |||||
| 2026-01-22 | 13F | Argus Investors' Counsel, Inc. | 6 777 | 0,00 | 509 | 2,42 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 21 119 | −19,86 | 1 585 | −17,97 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 266 | 20 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 73 | 0,00 | 5 | 0,00 | ||||
| 2026-02-03 | 13F | Redwood Wealth Management Group, LLC | 3 522 | −19,90 | 264 | −18,01 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 70 266 | −0,23 | 5 273 | 2,17 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 13 626 | 1 023 | ||||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 4 716 | 2,92 | 0 | |||||
| 2026-01-20 | 13F | Westwood Wealth Management | 69 732 | 5 233 | ||||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 12 825 | 31,34 | 962 | 34,55 | ||||
| 2026-01-12 | 13F | Spinnaker Investment Group, LLC | 3 521 | 0,00 | 264 | 2,33 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 3 468 | 0,00 | 260 | 2,36 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 3 712 | 20,64 | 279 | 23,56 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 28 148 | 32,16 | 2 112 | 35,38 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 7 789 | 0,00 | 585 | 2,46 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 69 929 | 5,97 | 5 248 | 8,52 | ||||
| 2026-02-04 | 13F | Ballast Rock Private Wealth LLC | 3 812 | 286 | ||||||
| 2026-02-09 | 13F | Horizon Family Wealth, Inc. | 13 135 | 17,20 | 986 | 19,98 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 69 590 | −1,66 | 5 223 | 0,69 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 5 342 | −14,45 | 401 | −12,47 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 11 793 | −0,37 | 886 | 2,07 | ||||
| 2026-01-14 | 13F | Verum Partners LLC | 50 256 | 0,28 | 3 772 | 2,70 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 50 323 | 25,31 | 3 777 | 28,30 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 6 985 | −61,80 | 524 | −60,90 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 21 737 | 26,78 | 1 631 | 29,86 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 100 765 | −31,94 | 7 562 | −30,30 | ||||
| 2025-11-13 | 13F | Invesco Ltd. | 115 315 | −0,01 | 8 451 | 2,85 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 4 819 | 0,08 | 362 | 2,56 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 26 243 | 1 970 | ||||||
| 2026-02-13 | 13F | Creekside Partners | 2 960 | 0,00 | 222 | 2,78 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 77 135 | −0,73 | 5 789 | 1,65 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 42 344 | 11,19 | 3 178 | 13,83 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 2 308 323 | 1,69 | 173 240 | 4,14 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 25 988 | −12,21 | 1 950 | −10,84 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 4 772 | 358 | ||||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 500 | 0,00 | 38 | 2,78 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 154 557 | 34,70 | 11 599 | 37,94 | ||||
| 2026-02-03 | 13F | Ridgeline Wealth Planning, LLC | 9 655 | −22,56 | 725 | −20,70 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 5 691 | −55,11 | 427 | −54,04 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 4 000 | 0,00 | 300 | 2,39 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 440 | −43,52 | 33 | −41,07 | ||||
| 2026-01-08 | 13F | Legacy Private Trust Co. | 124 732 | −0,04 | 9 361 | 2,36 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6 851 | 994,41 | 514 | 1 042,22 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 350 | 26 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 2 476 | 0,00 | 188 | 3,89 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 561 746 | 2 247,06 | 42 159 | 2 303,53 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 10 997 | 2,38 | 825 | 4,83 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 42 473 | 1 170,89 | 3 188 | 1 206,15 | ||||
| 2026-01-14 | 13F | Bell Bank | 30 216 | 4,02 | 2 268 | 6,48 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-10-27 | 13F | Kera Capital Partners, Inc. | 12 891 | 0,00 | 945 | 2,83 | ||||
| 2026-02-03 | 13F | Bokf, Na | 1 349 | 0,00 | 101 | 3,06 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 155 875 | −1,54 | 11 698 | 0,83 | ||||
| 2026-01-15 | 13F/A | Sherman Wealth Management LLC | 13 366 | 1 003 | ||||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 5 799 | −12,32 | 435 | −10,12 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 158 196 | 0,78 | 11 873 | 3,20 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 38 037 | 9,65 | 2 855 | 12,27 | ||||
| 2026-02-13 | 13F | Intrepid Financial Planning Group LLC | 5 545 | −1,96 | 416 | 0,48 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Berkeley, Inc | 67 705 | 8,13 | 5 081 | 10,75 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 6 397 | −13,11 | 480 | −10,95 | ||||
| 2026-01-15 | 13F | Maltin Wealth Management, Inc. | 4 269 | 0,00 | 320 | 2,56 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 90 619 | 1 564,26 | 6 801 | 1 604,26 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 449 419 | 20,47 | 33 729 | 23,37 | ||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 8 336 | 0,00 | 626 | 2,46 | ||||
| 2025-11-04 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 15 694 | −20,12 | 1 178 | −18,26 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 525 917 | −0,42 | 39 470 | 1,98 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 56 322 | −3,49 | 4 227 | −1,77 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 121 | 9 | ||||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 2 944 | −1,87 | 221 | 0,46 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 282 | 0,00 | 21 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 92 202 | 2,86 | 6 920 | 5,33 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 40 | 0,00 | 3 | 50,00 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 151 | 0,00 | 11 | 0,00 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 20 708 | −4,83 | 1 554 | −2,51 | ||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 2 681 | 201 | ||||||
| 2025-11-04 | 13F | PAX Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 42 599 | 44,04 | 3 | 50,00 | ||||
| 2026-01-29 | 13F | Dupree Financial Group, LLC | 10 927 | −4,09 | 820 | −1,68 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1 690 006 | 1,02 | 126 835 | 3,45 | ||||
| 2026-02-09 | 13F | Connors Investor Services Inc | 4 699 | 22,82 | 353 | 25,71 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 10 916 | −12,45 | 819 | −10,30 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 530 | 0,38 | 40 | 2,63 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 5 045 | 0,00 | 379 | 2,44 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1 778 | 133 | ||||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 6 108 | 0,07 | 448 | 3,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 4 799 228 | −0,48 | 360 182 | 1,91 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | Certified Advisory Corp | 150 997 | −0,56 | 11 332 | 1,83 | ||||
| 2026-01-05 | 13F | Burkett Financial Services, Llc | 500 | 0,00 | 38 | 2,78 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 38 666 | −1,33 | 2 902 | 1,01 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 442 | 0,00 | 33 | 3,13 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 2 798 | 210 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 25 155 | 15,51 | 1 844 | 18,75 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 393 | 0 | ||||||
| 2026-02-13 | 13F | Kane Investment Management, Inc. | 13 155 | −25,77 | 987 | −23,96 | ||||
| 2026-01-23 | 13F/A | HF Advisory Group, LLC | 24 833 | 3,50 | 1 864 | 5,97 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 2 745 | −47,64 | 206 | −46,35 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 3 347 138 | 0,00 | 251 203 | 2,40 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 35 327 | 10,90 | 2 651 | 13,58 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 49 278 | 554,51 | 3 698 | 571,14 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 4 300 | 0,00 | 323 | 2,22 | ||||
| 2026-01-22 | 13F | Wetzel Investment Advisors, Inc. | 52 741 | −0,79 | 3 958 | 1,59 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 8 399 | 0,91 | 630 | 3,45 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 1 114 | 140,09 | 84 | 144,12 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 15 168 | 4,46 | 1 138 | 6,16 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 10 | 1 | ||||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 1 114 | 567,07 | 84 | 591,67 | ||||
| 2026-02-10 | 13F/A | LVZ Advisors, Inc. | 4 399 | 20,26 | 330 | 23,13 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 271 552 | −0,18 | 20 380 | 2,21 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 13 237 | −25,61 | 993 | −23,85 | ||||
| 2026-01-27 | 13F | Novem Group | 3 870 | −1,63 | 290 | 0,69 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 452 850 | −4,86 | 33 986 | −2,57 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 31 969 | 1,06 | 2 399 | 3,49 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 101 | 0,00 | 8 | 0,00 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 3 782 | 0,00 | 284 | 2,17 | ||||
| 2026-02-03 | 13F | Providence First Trust Co | 55 760 | −37,07 | 4 185 | −35,57 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 32 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 117 777 | −1,36 | 8 839 | 1,01 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 280 811 | 5,78 | 21 075 | 8,32 | ||||
| 2026-01-27 | 13F | Mainstay Capital Management Llc /adv | 22 303 | −0,86 | 1 674 | 1,52 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 6 060 | −18,39 | 455 | −16,54 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 826 | −0,84 | 62 | 0,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 130 137 | −37,71 | 9 767 | −36,22 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-11-05 | 13F | Hurlow Wealth Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 117 777 | 9,93 | 8 839 | 12,58 | ||||
| 2025-10-16 | 13F | Burney Co/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-21 | 13F | Beaumont Asset Management, L.L.C. | 86 100 | 0,27 | 6 462 | 2,67 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 41 225 | −30,06 | 3 190 | −26,92 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 1 460 967 | 0,01 | 109 645 | 2,41 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 56 576 | 4 246 | ||||||
| 2026-01-21 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Cerity Partners LLC | 132 085 | −0,34 | 9 913 | 2,06 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 197 | 0,00 | 15 | 0,00 | ||||
| 2025-11-12 | 13F | Erste Asset Management GmbH | 0 | 0 | ||||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 19 465 | 6,04 | 1 484 | 9,76 | ||||
| 2026-02-02 | 13F | Fullerton Advisors, LLC | 2 892 | 217 | ||||||
| 2026-01-15 | 13F | Brookstone Capital Management | 14 025 | 4,28 | 1 053 | 6,80 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 18 108 | 13,15 | 1 372 | 16,98 | ||||
| 2026-02-05 | 13F | Lynx Investment Advisory | 124 309 | 1,41 | 9 329 | 3,84 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 150 239 | −3,12 | 11 | 0,00 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 510 | 0,00 | 38 | 2,70 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 810 | 0,00 | 4 339 | 2,41 | ||||
| 2026-02-02 | 13F | CX Institutional | 890 | 217,86 | 0 | |||||
| 2025-10-07 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1 150 | 528,42 | 86 | 616,67 | ||||
| 2025-11-14 | 13F | Ruggaard & Associates LLC | 159 872 | 0,57 | 11 717 | 3,44 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 623 937 | 0,22 | 46 826 | 2,62 | ||||
| 2026-02-13 | 13F | Islay Capital Management, Llc | 175 | 13 | ||||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 3 714 | 0,22 | 279 | 2,58 | ||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 222 628 | 0,89 | 16 708 | 3,32 | ||||
| 2026-01-22 | 13F | Hager Investment Management Services, Llc | 3 742 | 0,00 | 281 | 2,19 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 237 015 | 1,90 | 17 788 | 4,34 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 11 846 | 1,56 | 889 | 4,10 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 83 696 | 0,38 | 6 281 | 2,80 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 394 | 30 | ||||||
| 2026-01-30 | 13F | Capital Developers, LLC | 49 576 | 3 721 | ||||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 268 933 | 4,15 | 20 183 | 6,65 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 7 024 | 527 | ||||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 20 834 | 2,08 | 1 564 | 4,55 | ||||
| 2026-02-05 | 13F | WJ Wealth Management, LLC | 4 828 | 0,00 | 362 | 1,40 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 226 | 0,00 | 17 | 0,00 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 3 212 | −0,25 | 241 | 2,55 | ||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 30 167 | 6,61 | 2 264 | 9,21 | ||||
| 2026-02-11 | 13F | Total Wealth Planning & Management, Inc. | 3 020 | 0,00 | 227 | 5,12 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 222 779 | 2,22 | 16 720 | 4,67 | ||||
| 2026-02-11 | 13F | Invst, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 103 925 | 8,51 | 7 800 | 11,11 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 50 | −34,21 | 4 | −40,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 1 309 600 | −0,46 | 98 285 | 1,93 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 212 630 | 0,13 | 15 584 | 0,13 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 47 251 | 3 546 | ||||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 94 775 | 127,00 | 7 113 | 132,49 | ||||
| 2025-11-14 | 13F | Wick Capital Partners, LLC | 5 693 | −89,33 | 417 | 2,96 | ||||
| 2026-01-23 | 13F | Capital Investment Counsel, Inc | 165 | 12 | ||||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 144 326 | −1,26 | 10 832 | 1,11 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 62 203 | −1,06 | 4 668 | 1,32 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 273 638 | −29,04 | 20 537 | −27,33 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 29 784 | 31,42 | 2 235 | 34,56 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 5 610 664 | −8,68 | 421 080 | −6,49 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 239 483 | 2,23 | 17 973 | 4,69 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 369 246 | −90,50 | 27 712 | −90,27 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 47 670 | 3,50 | 3 578 | 5,99 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 4 817 | −6,28 | 362 | −3,99 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 17 475 | −38,67 | 1 312 | −37,21 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 23 596 | 0,00 | 1 771 | 2,37 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 597 | 0,00 | 45 | 2,33 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 62 | 0,00 | 5 | 0,00 | ||||
| 2025-10-27 | 13F | Harbor Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Sentinus, LLC | 58 461 | 458,42 | 4 387 | 471,97 | ||||
| 2025-10-20 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 101 071 | −0,08 | 7 585 | 2,32 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 370 957 | 10 384,93 | 27 840 | 13 682,18 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 4 607 | 0,00 | 346 | 2,37 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 191 | 14 | ||||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 | 0 | ||||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 13 090 | 0,00 | 982 | 2,40 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 8 742 | −27,48 | 656 | −25,71 | ||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | Foster Group, Inc. | 11 087 | −0,36 | 832 | 2,09 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 119 | 0,00 | 9 | 0,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 4 369 100 | −2,33 | 327 903 | 0,02 | ||||
| 2026-02-05 | 13F | Financial Security Advisor, Inc. | 2 938 | 220 | ||||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 67 976 | 3,57 | 5 102 | 6,05 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 33 239 | 44,67 | 2 495 | 48,19 | ||||
| 2026-01-08 | 13F | Adirondack Trust Co | 1 082 | 0,00 | 81 | 2,53 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 29 738 | −2,26 | 2 232 | 0,09 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 44 | −76,84 | ||||||
| 2026-02-13 | 13F | Potentia Wealth | 24 763 | −4,04 | 1 858 | −1,75 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 3 045 | −38,95 | 0 | |||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 10 448 | −80,45 | 766 | −79,84 | ||||
| 2026-01-27 | 13F | Family Capital Trust Co | 469 | 18,73 | 35 | 25,00 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 8 217 | −47,86 | 617 | −45,15 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 628 | −12,53 | 47 | −9,62 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 11 917 365 | −9,12 | 894 398 | −6,93 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 27 183 | 2 040 | ||||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 5 395 | 3,10 | 405 | 5,48 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 77 986 | 3,56 | 5 853 | 6,05 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Meridian Financial, LLC | 27 680 | 3,47 | 2 077 | 5,97 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 586 800 | 43,75 | 44 039 | 47,21 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 15 049 | −4,24 | 1 129 | −1,91 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 26 766 | 28,92 | 2 009 | 32,02 | ||||
| 2025-10-08 | 13F | Ignite Planners, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 5 179 | 0,06 | 389 | 2,37 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 11 | 1 | ||||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 102 362 | −0,21 | 7 682 | 2,18 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 6 790 | −0,41 | 510 | 2,00 | ||||
| 2026-01-28 | 13F | Delta Wealth Advisors LLC | 19 002 | 7,69 | 1 426 | 10,29 | ||||
| 2026-02-04 | 13F | MADDEN SECURITIES Corp | 10 200 | −0,82 | 766 | 1,59 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 5 248 | 0,00 | 394 | 2,34 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 8 933 | −0,25 | 670 | 2,13 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 3 254 | −2,08 | 244 | 0,41 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 30 420 | 33,54 | 2 283 | 36,79 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 8 906 | 0,00 | 668 | 2,45 | ||||
| 2026-01-23 | 13F | Norris Perne & French Llp/mi | 3 803 | 285 | ||||||
| 2026-01-28 | 13F | Headland Capital, LLC | 150 988 | 0,51 | 11 332 | 2,92 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 2 263 | 345,47 | 170 | 356,76 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 151 809 | −0,62 | 11 393 | 1,77 | ||||
| 2026-02-04 | 13F | Nwam Llc | 11 145 | 6,45 | 861 | 10,81 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 13 077 | 2 326,16 | 958 | 2 561,11 | ||||
| 2026-02-11 | 13F | OneAscent Wealth Management LLC | 37 771 | −2,32 | 2 835 | 0,00 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 70 102 | 0,00 | 5 261 | 2,41 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 26 262 | −19,52 | 2 030 | −15,63 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 8 130 | −20,84 | 596 | −18,60 | ||||
| 2026-02-02 | 13F | Advanced Asset Management Advisors Inc | 13 083 | 235,03 | 982 | 243,01 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 600 | 0,00 | 45 | 4,65 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 071 701 | −9,01 | 80 431 | 93 424,42 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 4 711 | 6,80 | 354 | 9,29 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 63 235 | 52,65 | 4 746 | 56,34 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 7 919 | −21,65 | 594 | −19,84 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 90 072 | −41,92 | 7 | −45,45 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 2 682 | 201 | ||||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 16 564 | −2,05 | 1 243 | 0,32 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 3 795 | 0,00 | 285 | 2,16 | ||||
| 2026-01-27 | 13F | Paul Damon & Associates, Inc. | 47 383 | 36,31 | 3 556 | 39,62 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 6 457 | −7,05 | 485 | −4,91 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 18 846 | 0,15 | 1 414 | 2,54 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 4 426 | 332 | ||||||
| 2026-02-12 | 13F | Collier Financial | 51 379 | −1,30 | 3 856 | 1,07 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 2 686 | 202 | ||||||
| 2025-10-17 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 3 853 | −35,59 | 289 | −34,02 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Fmr Llc | 5 771 664 | 12,91 | 433 163 | 15,62 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Savant Capital, LLC | 8 575 | 22,83 | 644 | 25,83 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 641 159 | 3,14 | 48 119 | 5,62 | ||||
| 2026-01-07 | 13F | Orgel Wealth Management, LLC | 402 733 | −5,44 | 30 225 | −3,17 | ||||
| 2026-01-15 | 13F | ERn Financial, LLC | 22 602 | 9,24 | 1 696 | 11,87 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 16 326 | 14,61 | 1 225 | 16,67 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 45 480 | −2,06 | 3 413 | 0,29 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 11 924 | 0,08 | 895 | 2,41 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2026-01-22 | 13F | Paragon Capital Management Ltd | 732 231 | −0,85 | 54 954 | 1,53 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 141 386 | 0,11 | 10 611 | 2,52 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7 050 | 0,00 | 529 | 2,52 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 187 611 | 1,11 | 14 080 | 3,54 | ||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 2 705 | 2,19 | 203 | 5,18 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2 503 578 | −1,87 | 187 931 | 1,40 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 515 | 0,00 | 39 | 2,70 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 42 333 | −85,19 | 3 177 | −84,83 | ||||
| 2026-02-17 | 13F | Decision Investments, Inc | 3 068 | 230 | ||||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 430 | 0,00 | 32 | 3,23 | ||||
| 2026-01-28 | 13F | Davidson Capital Management Inc. | 634 770 | 0,86 | 47 639 | 3,28 | ||||
| 2026-02-02 | 13F | Cerro Pacific Wealth Advisors LLC | 55 421 | −3,90 | 4 159 | −1,59 | ||||
| 2026-01-06 | 13F | WealthCare Investment Partners, LLC | 3 446 | 8,03 | 260 | 10,21 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 3 653 | 19,18 | 277 | 23,21 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2 617 869 | 2,73 | 196 470 | 5,20 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 6 400 | 56,10 | 480 | 60,00 | |||
| 2025-11-04 | 13F | Guerra Advisors Inc | 1 | 0 | ||||||
| 2026-01-23 | 13F | Sage Investment Counsel LLC | 21 203 | 2,59 | 1 591 | 5,09 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 153 | 0,00 | 11 | 0,00 | ||||
| 2025-10-16 | 13F | Kingstone Capital Partners Texas, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 611 | 0,00 | 46 | 2,27 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 10 | 1 | ||||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 1 170 | 12,50 | 88 | 14,47 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 17 892 | 1,19 | 1 343 | 3,63 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 10 511 | 6,49 | 789 | 8,99 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 265 935 | 0,55 | 19 958 | 2,96 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 9 445 | −1,31 | 709 | 1,00 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 2 005 | 0,00 | 150 | 2,74 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 1 403 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Fortune Financial Group, Inc. | 45 809 | 3 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 413 457 | −0,40 | 31 030 | 1,99 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 23 669 | 116,39 | 1 818 | 123,07 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 106 | 0,00 | 8 | 0,00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-10-08 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 383 403 | −6,03 | 29 672 | −0,77 | ||||
| 2026-02-10 | 13F | Sarver Vrooman Wealth Advisors | 2 540 | 274,63 | 191 | 287,76 | ||||
| 2026-01-21 | 13F | Kraematon Investment Advisors, Inc | 11 104 | 2,20 | 833 | 4,65 | ||||
| 2026-02-13 | 13F | Perryman Financial Advisory Inc /ad | 56 816 | 4 264 | ||||||
| 2025-11-04 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 19 463 | 9,12 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 3 696 | −9,74 | 277 | −7,67 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 96 236 | −21,67 | 7 223 | −19,79 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 350 | 0,00 | 0 | −100,00 | ||||
| 2026-01-15 | 13F | Retireful, LLC | 5 336 | −70,85 | 404 | −67,02 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 61 579 | −6,03 | 4 622 | −3,77 | ||||
| 2025-10-24 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | Win Advisors, Inc | 13 466 | 1 011 | ||||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 706 373 | −0,57 | 53 014 | 1,82 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 53 600 | 4 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 866 496 | 5,09 | 65 031 | 7,62 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 14 418 | −1,42 | 1 057 | 1,34 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 9 528 | −8,01 | 715 | −5,80 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 110 180 | 8 269 | ||||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 285 | −17,15 | 21 | −16,00 | ||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 11 000 | 0,00 | 826 | 2,36 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Symphony Financial Services, Inc. | 11 367 | 1,58 | 853 | 4,02 | ||||
| 2025-11-14 | 13F | Prosperity Wealth Management, Inc. | 3 389 | −4,88 | 248 | −1,98 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 179 | 0,00 | 13 | 0,00 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 24 612 | 1,96 | 1 829 | 3,39 | ||||
| 2025-11-14 | 13F | Plotkin Financial Advisors, LLC | 7 778 | 0,00 | 570 | 2,89 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 260 | 20 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 15 409 | −1,28 | 1 156 | 1,14 | ||||
| 2026-02-03 | 13F | Vectors Research Management, LLC | 4 312 | 0,00 | 324 | 2,22 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 6 147 | 0,29 | 461 | 2,67 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 76 228 | −3,99 | 5 721 | −1,68 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 376 | −5,29 | 28 | −3,45 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 3 778 | 284 | ||||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 3 233 | −11,69 | 243 | −9,70 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 10 074 | 0,00 | 756 | 2,44 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 6 662 | 7,04 | 500 | 9,43 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 2 892 | 0,00 | 217 | 2,84 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 64 318 | −12,81 | 4 827 | −10,71 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 1 655 | −7,28 | 124 | −4,62 | ||||
| 2025-11-17 | 13F | Sterling Financial Group, Inc. | 554 026 | 6,10 | 40 605 | 9,12 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 33 876 | 129,06 | 2 542 | 134,72 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 167 526 | 5,90 | 12 573 | 8,44 | ||||
| 2026-02-17 | 13F | Foundry Financial LLC | 14 480 | 1 087 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 11 305 | 14,77 | 848 | 17,61 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 253 601 | −1,73 | 19 033 | 0,63 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 11 608 | 0,00 | 871 | 2,47 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 35 021 | −0,40 | 2 628 | 1,98 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 197 155 | −0,72 | 14 796 | 1,66 | ||||
| 2025-09-26 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 102 698 | −2,17 | 7 331 | 5,56 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 1 165 | 0,00 | 87 | 2,35 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 26 655 | 3,31 | 2 000 | 5,82 | ||||
| 2026-02-03 | 13F | Centerpoint Advisory Group | 19 259 | 23,11 | 1 445 | 26,09 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 1 200 | 0,00 | 90 | 3,45 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 32 112 | 91,38 | 2 410 | 96,09 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 7 164 | 8,05 | 538 | 10,72 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 8 554 | 0,14 | 642 | 2,40 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 103 | 0,98 | 8 | 0,00 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 923 | 0,22 | 69 | 2,99 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 141 | 0,00 | 11 | 0,00 | ||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 8 910 347 | 5,90 | 668 722 | 8,44 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 20 097 | 473,05 | 1 508 | 486,77 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 6 | 0 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 497 | 0,00 | 37 | 2,78 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 19 293 | −23,27 | 1 448 | −21,44 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 58 271 | 9,74 | 4 373 | 12,39 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 4 844 | 70,14 | 364 | 74,52 | ||||
| 2026-01-21 | 13F | Kentucky Trust Co | 35 215 | −0,28 | 2 643 | 2,09 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 340 324 | −2,70 | 25 541 | −0,37 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 10 932 | 13,13 | 820 | 15,82 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 284 847 | 0,95 | 21 378 | 3,37 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 77 | 0,00 | 6 | 0,00 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 22 476 | 0,00 | 1 687 | 2,37 | ||||
| 2025-11-12 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 311 979 | −2,80 | 23 414 | −0,46 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 71 | 0,00 | 5 | 0,00 | ||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 4 722 | −78,92 | 354 | −78,43 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 8 913 | 1 664,95 | 669 | −1,76 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Financial Advisory Corp | 5 109 | 72,08 | 383 | 76,50 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 695 | 127,87 | 52 | 136,36 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 15 000 | 0,00 | 1 126 | 2,37 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 42 665 | −8,87 | 3 202 | −6,70 | ||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 19 666 | 1 476 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 472 | 0,21 | 35 | 2,94 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 33 956 | 83,39 | 2 158 | 90,88 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 364 | −99,52 | 27 | −99,51 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 12 035 | 0,00 | 903 | 2,38 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 11 094 | 833 | ||||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 1 205 | 0,00 | 90 | 2,27 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 18 099 | −14,90 | 1 358 | −12,84 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 4 045 | −53,91 | 304 | −52,88 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 2 815 | 0,00 | 211 | 2,43 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 2 299 | 0,00 | 173 | 2,38 | ||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 29 541 | −12,67 | 2 228 | −10,17 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 2 643 | 0,00 | 198 | 2,59 | ||||
| 2026-01-30 | 13F | United Community Bank | 44 685 | 26,77 | 3 354 | 29,81 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 44 562 | 0,29 | 3 344 | 2,70 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 18 630 | −0,26 | 1 398 | 2,19 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11 834 | −40,81 | 838 | −36,35 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 21 971 | 1 649 | ||||||
| 2026-02-10 | 13F | Sfmg, Llc | 1 668 107 | 1,00 | 125 191 | 3,43 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 11 968 | 0,03 | 898 | 2,51 | ||||
| 2025-11-07 | 13F | Coco Enterprises, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-16 | 13F | Aspire Capital Advisors LLC | 3 146 | −40,22 | 236 | −38,70 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-10-14 | 13F | Goelzer Investment Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 115 150 | 0,65 | 8 642 | 3,07 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 69 906 | −8,39 | 5 | 0,00 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 6 278 | 471 | ||||||
| 2026-01-07 | 13F | Fragasso Group Inc. | 31 531 | −0,46 | 2 366 | 1,02 | ||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 11 368 | 853 | ||||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 718 | 0,00 | 54 | 1,92 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 7 053 | −2,30 | 529 | 0,00 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 144 611 | 1 225,13 | 10 853 | 1 258,32 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 6 308 | 0,25 | 473 | 2,60 | ||||
| 2025-10-23 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Hoese & Co LLP | 192 752 | 0,08 | 14 464 | 2,47 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16 284 | 4,08 | 1 222 | 6,63 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 137 295 | 3,59 | 10 398 | 7,51 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 157 | 0,00 | 12 | 0,00 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 154 673 | −0,62 | 11 608 | 1,77 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 18 749 | 0,00 | 1 449 | 4,47 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 7 619 | 6,03 | 572 | 8,56 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 5 192 | −0,19 | 390 | 0,52 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 4 347 | 0,21 | 326 | 2,84 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 740 985 | 3,17 | 55 611 | 5,64 | ||||
| 2026-01-12 | 13F | Burns J W & Co Inc/ny | 38 042 | 1,67 | 2 855 | 4,12 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 120 626 | −12,16 | 9 053 | −10,06 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 88 011 | 5,81 | 6 605 | 8,35 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 8 597 270 | −2,13 | 645 371 | 0,28 | ||||
| 2026-01-12 | 13F | Wealth Group Ltd | 10 334 | −0,65 | 776 | 1,71 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 102 | 0 | ||||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 9 152 | 0,00 | 687 | 2,39 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 132 253 | −1,16 | 9 926 | 1,21 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 158 929 | −20,11 | 11 928 | −18,20 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1 237 396 | −22,24 | 92 867 | −20,38 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 231 112 | 5,22 | 17 345 | 7,75 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 320 284 | 2,90 | 24 037 | 5,37 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 400 | 0,00 | 30 | 3,45 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 11 651 | 0,17 | 1 | |||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 3 112 | 11,18 | 234 | 13,66 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1 298 | 0,00 | 97 | 2,11 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 717 | 0,00 | 55 | 1,89 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 4 495 | −79,63 | 337 | −79,16 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 1 743 | 0,00 | 131 | 2,36 | ||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 7 495 | 12,59 | 562 | 15,40 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1 475 | 391,67 | 111 | 423,81 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 5 351 | −29,55 | 402 | −27,88 | ||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 774 337 | 58 114 | ||||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 4 400 | −37,78 | 323 | −35,98 | ||||
| 2026-01-21 | 13F | Hartford Financial Management Inc. | 79 475 | 1,59 | 5 965 | 4,03 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 250 837 | 4,08 | 18 825 | 6,58 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 30 343 | 7,19 | 2 277 | 9,79 | ||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 4 929 | 0,08 | 370 | 2,50 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 21 940 | 16,30 | 1 647 | 19,10 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 23 275 | 11,07 | 1 747 | 13,75 | ||||
| 2025-11-10 | 13F | Convergence Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 1 050 | 0,00 | 79 | 2,63 | ||||
| 2026-02-06 | 13F | Sierra Ocean, Llc | 205 138 | 3,43 | 15 396 | 5,92 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 32 079 | 2 | ||||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 4 439 | −20,31 | 333 | −18,38 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 389 | 0,00 | 29 | 3,57 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 5 634 | 0,00 | 423 | 2,43 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 462 | 0,00 | 35 | 3,03 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 493 | 0,00 | 37 | 2,78 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 4 898 | 0,00 | 368 | 2,51 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 2 832 | −32,14 | 213 | −30,49 | ||||
| 2025-08-28 | NP | RULE - Adaptive Core ETF | 5 844 | −11,53 | 416 | −5,02 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 66 988 | 0,98 | 5 027 | 3,41 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 5 500 | 0,00 | 413 | 2,23 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 90 749 | −1,55 | 6 811 | 0,81 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 32 090 | −7,42 | 2 408 | −5,20 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 28 313 | −18,50 | 2 125 | −16,54 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 536 698 | 28,06 | 40 279 | 31,14 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 65 421 | 15,81 | 4 910 | 18,57 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 18 117 | 25,84 | 1 | 0,00 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 2 745 | 206 | ||||||
| 2026-01-15 | 13F | MOR Wealth Management, LLC | 195 157 | 14 647 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 903 019 | −21,61 | 67 772 | −19,73 | ||||
| 2026-01-13 | 13F | Balanced Wealth Group Llc | 12 705 | 0,05 | 937 | 2,86 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 16 815 | 4,19 | 1 262 | 6,68 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 270 666 | 2,18 | 20 314 | 4,64 | ||||
| 2026-02-12 | 13F | Hibernia Wealth Partners, LLC | 7 038 | 55,85 | 528 | 60,00 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 6 703 | −82,12 | 503 | −81,69 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 24 830 | −0,77 | 1 863 | 1,64 | ||||
| 2026-02-03 | 13F | Lmcg Investments, Llc | 50 112 | 0,59 | 3 761 | 2,99 | ||||
| 2026-01-15 | 13F | Sage Capital Management, LLC | 17 480 | −1,01 | 1 312 | 1,39 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 51 130 | 3,89 | 3 377 | −6,40 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 14 230 | 1,17 | 1 068 | 3,59 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Tandem Capital Management Corp /adv | 16 435 | 5,12 | 1 233 | 7,69 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Family Management Corp | 114 | 9 | ||||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 3 237 | 243 | ||||||
| 2025-11-03 | 13F | Strategic Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 5 205 | −0,48 | 391 | 1,83 | ||||
| 2025-10-09 | 13F | Astoria Portfolio Advisors LLC. | 38 538 | −1,32 | 2 846 | 0,57 | ||||
| 2025-11-24 | 13F | TD Capital Management LLC | 160 482 | 2,29 | 11 762 | 5,21 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 111 | 0,00 | 8 | 0,00 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 7 915 919 | 3,31 | 611 604 | 8,34 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 103 550 | 128,51 | 7 771 | 134,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5 957 | −3,83 | 447 | −1,32 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 123 104 | 86,07 | 9 239 | 90,55 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 15 645 | 1 147 | ||||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 26 378 | −10,01 | 1 980 | −7,87 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 555 050 | 1,33 | 41 657 | 3,77 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 430 | 33 | ||||||
| 2026-01-22 | 13F | Demars Financial Group, LLC | 639 632 | 4,62 | 48 004 | 7,14 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 9 508 | −3,01 | 714 | −0,70 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2 801 483 | 2,95 | 210 251 | 5,42 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 13 116 | 25,84 | 1 017 | 31,74 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 2 970 | −85,89 | 223 | −85,60 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 25 112 | −11,48 | 1 885 | −9,38 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 5 705 | 0,00 | 428 | 2,39 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 12 738 | −3,21 | 956 | −0,93 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Secure Asset Management, LLC | 7 595 | 11,23 | 570 | 13,12 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 85 226 | 8,85 | 6 396 | 11,47 | ||||
| 2026-02-11 | 13F | Artesa Financial Group, LLC | 95 831 | 7 192 | ||||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 145 703 | 0,87 | 10 935 | 3,30 | ||||
| 2026-01-07 | 13F | TruWealth Advisors, LLC | 248 247 | −3,80 | 18 631 | −1,50 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 14 426 | 39,73 | 1 | |||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 9 260 | −0,24 | 695 | −0,29 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 3 530 | 274 | ||||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 89 | 0,00 | 7 | 0,00 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 3 238 | 0,00 | 243 | 2,53 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 97 136 | −0,21 | 7 290 | 2,20 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 6 796 | 510 | ||||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 20 | 1 | ||||||
| 2026-01-30 | 13F | Wealth Management Resources, Inc. | 438 841 | −16,93 | 32 935 | −14,94 | ||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 251 552 | −0,82 | 18 879 | 1,57 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 9 756 | −16,48 | 732 | −14,49 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 2 | 0 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 276 | 0,00 | 21 | 5,00 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 514 | −8,87 | 39 | −7,32 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 10 677 | 0,00 | 801 | 2,43 | ||||
| 2026-01-21 | 13F | Robinhood Asset Management, LLC | 3 072 | 231 | ||||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 52 | 0,00 | 4 | 0,00 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 48 549 | 5,17 | 3 644 | 7,69 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 13 800 | 10,40 | 1 036 | 12,99 | |||
| 2026-02-05 | 13F | Allworth Financial LP | 118 248 | 1,39 | 8 875 | 3,83 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 106 | 0 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 336 240 | −25,95 | 25 235 | −24,18 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 19 260 | 0,00 | 1 445 | 2,41 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 251 507 | 4,57 | 18 876 | 7,08 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 27 666 | −2,04 | 2 076 | 0,34 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 20 252 | −1,77 | 1 520 | 0,60 | ||||
| 2026-01-20 | 13F | Investment Research & Advisory Group, Inc. | 1 011 | 76 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 149 580 | 1,26 | 11 226 | 3,69 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 193 361 | 14 512 | ||||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 30 364 | −7,57 | 2 279 | −5,36 | ||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 50 | 4 | ||||||
| 2026-01-30 | 13F | Activest Wealth Management | 1 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 4 812 | 0,21 | 361 | 2,85 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 24 578 | 1 845 | ||||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 87 114 | −48,79 | 6 538 | −47,57 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 8 126 | −4,19 | 610 | −1,93 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 10 503 | 6,65 | 788 | 9,29 | ||||
| 2026-01-13 | 13F | Olistico Wealth, LLC | 8 458 | 0,00 | 635 | 2,42 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 44 495 | 5,90 | 3 339 | 8,44 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 15 302 | −30,58 | 1 148 | −28,92 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 52 480 | 105,34 | 3 939 | 110,25 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 123 524 | 1,10 | 9 270 | 3,53 | ||||
| 2025-10-14 | 13F | Berkshire Money Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 266 987 | 28,27 | 20 037 | 31,35 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 184 | 0,55 | 14 | 0,00 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 3 948 | 296 | ||||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 1 611 | 0,00 | 121 | 1,69 | ||||
| 2026-02-12 | 13F | Barnett & Company, Inc. | 2 871 | −3,53 | 215 | −1,38 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 21 067 | −0,88 | 1 581 | 1,54 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 7 808 | 0,00 | 586 | 2,27 | ||||
| 2026-02-14 | 13F | Bank of Marin | 4 947 | −6,77 | 371 | −4,38 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 3 092 | −0,42 | 232 | 2,20 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 7 790 | −90,57 | 585 | −90,36 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 379 185 | −10,83 | 28 | −9,68 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 33 018 | −7,50 | 2 478 | −5,28 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 1 114 | 0,00 | 84 | 2,47 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 18 208 | 4,90 | 1 367 | 7,39 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 6 423 | −94,13 | 482 | −93,98 | ||||
| 2026-01-26 | 13F | Seamount Financial Group Inc | 14 667 | −0,26 | 1 101 | 2,14 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 183 | 0,00 | 13 | 0,00 | ||||
| 2026-01-12 | 13F | Bath Savings Trust Co | 14 876 | 172,35 | 1 116 | 179,00 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 14 942 | 1 121 | ||||||
| 2026-02-13 | 13F | Generation Capital Management LLC | 40 602 | 10,20 | 3 047 | 12,85 | ||||
| 2026-01-26 | 13F | Single Point Partners, LLC | 3 580 | 0,28 | 269 | 2,68 | ||||
| 2026-02-03 | 13F | AssuredPartners Investment Advisors, LLC | 25 629 | 499,93 | 1 923 | 514,38 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 5 209 | 30,95 | 391 | 34,02 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 4 691 | 352 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 657 381 | 440,28 | 49 626 | 456,53 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 527 | 0,00 | 40 | 2,63 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 18 451 | −17,36 | 1 385 | −15,40 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 4 180 | 2,18 | 314 | 4,68 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 445 438 | 33 430 | ||||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 60 960 | −15,50 | 4 574 | −13,46 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 119 681 | 4,27 | 8 982 | 6,78 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 4 250 | −38,72 | 319 | −37,40 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 2 760 | −21,37 | 207 | −17,20 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 3 209 | 0,00 | 241 | 2,13 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 265 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Fidelity D & D Bancorp Inc | 79 600 | −4,66 | 5 974 | −2,37 | ||||
| 2025-11-10 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 12 578 | −1,81 | 944 | 0,53 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 3 233 | −45,21 | 243 | −43,98 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 13 673 | 90,62 | 1 026 | 95,43 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 1 362 392 | −5,98 | 102 248 | −3,72 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 113 891 | 6,75 | 8 548 | 9,32 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 21 655 | −4,61 | 1 625 | −0,12 | ||||
| 2026-02-13 | 13F | Liberty One Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-09 | 13F | Capital Asset Advisory Services LLC | 10 916 | −12,45 | 843 | −7,67 | ||||
| 2026-01-30 | 13F | Financial Services Advisory Inc | 49 743 | −8,71 | 3 733 | −6,51 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 220 | 0,00 | 17 | 0,00 | ||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 7 545 | 571 | ||||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 12 050 | 0,00 | 961 | 8,83 | ||||
| 2025-11-10 | 13F | Kovitz Investment Group Partners, LLC | 1 196 553 | −21,11 | 87 695 | −18,86 | ||||
| 2025-10-07 | 13F | First International Bank & Trust | 560 123 | −1,62 | 41 051 | 1,18 | ||||
| 2026-02-13 | 13F | Commerce Bank | 17 538 | 285,45 | 1 316 | 295,20 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 52 185 | 50,07 | 3 916 | 53,69 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 26 046 | 21,74 | 1 955 | 24,62 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 775 | −65,46 | 58 | −64,63 | ||||
| 2025-11-07 | 13F | Maridea Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 4 805 | 0,00 | 361 | 2,27 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 14 200 | 0,00 | 1 097 | 4,48 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 92 057 | −3,54 | 6 909 | −1,23 | ||||
| 2025-09-19 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 41 747 | 0,00 | 2 980 | 7,90 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 11 134 | 12,52 | 861 | 17,81 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 2 128 223 | 15,80 | 159 727 | 19,49 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 34 565 | 7,25 | 2 594 | 9,87 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 45 788 | 27,86 | 3 436 | 30,95 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 119 492 | 112,33 | 8 968 | 117,43 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 217 882 | 4,73 | 16 352 | 7,25 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 5 053 | 3,02 | 379 | 5,57 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 8 152 | 34,94 | 612 | 38,24 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 129 | 0,00 | 10 | 0,00 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 125 | 0,00 | 9 | 0,00 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 10 388 | −2,02 | 780 | 0,26 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 11 379 | −6,56 | 854 | −4,37 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 142 | 0,00 | 11 | 0,00 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 12 677 | −15,99 | 951 | −13,94 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 178 | 13 | ||||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 69 732 | 5,75 | 5 233 | 8,30 | ||||
| 2026-01-30 | 13F | BCU Wealth Advisors, LLC | 5 389 | 0,24 | 404 | 2,54 | ||||
| 2025-11-13 | 13F | Pacific Sun Financial Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-14 | 13F | CI Private Wealth, LLC | 431 330 | −7,03 | 31 612 | −4,38 | ||||
| 2026-01-09 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2026-02-02 | 13F | Oppenheimer Asset Management Inc. | 3 967 | −3,05 | 298 | −0,67 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 20 225 | 6,80 | 1 518 | 9,37 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 7 154 | −0,56 | 537 | 1,71 | ||||
| 2026-01-28 | 13F | City State Bank | 111 | 0,00 | 8 | 0,00 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 18 018 | 7,28 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 23 980 | 18,83 | 1 800 | 21,72 | ||||
| 2025-09-19 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 105 231 | −4,03 | 7 511 | 3,56 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 30 210 | −21,50 | 2 267 | −19,61 | ||||
| 2026-02-12 | 13F/A | KDK Private Wealth Management, LLC | 7 821 | 53,62 | 587 | 57,10 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 9 632 | −38,48 | 723 | −37,05 | ||||
| 2025-11-13 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 3 322 | 0,00 | 249 | 2,47 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 5 195 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 13 812 | −5,96 | 1 037 | −3,72 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 8 942 | 0,11 | 671 | 2,60 | ||||
| 2025-09-19 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 137 799 | −5,04 | 9 836 | 2,47 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 10 556 | 79,34 | 792 | 83,76 | ||||
| 2025-11-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Trinity Wealth Management, LLC | 10 226 | 5,16 | 767 | 7,72 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 70 208 | 5 269 | ||||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 165 | −42,31 | 12 | −40,00 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 29 952 | 139,35 | 2 248 | 145,04 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 50 384 | 9,65 | 3 781 | 12,30 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Operose Advisors LLC | 3 024 | 2,40 | 227 | 4,63 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 206 441 | 26,86 | 15 493 | 29,91 | ||||
| 2026-01-20 | 13F | Essex LLC | 2 905 | 0,10 | 218 | 2,36 | ||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3 175 | 4,48 | 238 | 7,21 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 974 212 | −16,90 | 73 115 | −14,91 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 28 820 | 23,63 | 2 163 | 26,58 | ||||
| 2026-01-16 | 13F | Park Edge Advisors, LLC | 56 913 | 1,82 | 4 271 | 4,27 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 15 084 | −3,21 | 1 132 | −0,88 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 154 636 | 30,25 | 12 | 37,50 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 188 | 0,00 | 14 | 7,69 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 12 806 | −1,54 | 961 | 0,84 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 21 166 | −4,11 | 1 588 | −1,79 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 4 309 | 10,83 | 323 | 13,73 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 10 715 | 44,70 | 804 | 48,34 | ||||
| 2026-02-05 | 13F | Evensky & Katz LLC | 773 450 | 0,33 | 58 | 3,57 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 1 985 | −23,68 | 149 | −22,11 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 65 079 | −1,18 | 4 884 | 1,20 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 86 602 | 1 331,44 | 6 499 | 1 367,04 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 85 461 | −3,18 | 6 414 | −0,87 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 6 152 | 0,00 | 462 | 2,44 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1 935 292 | −33,10 | 145 243 | −31,49 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 29 565 | −70,63 | 2 | −71,43 |
Other Listings
| US:SPHQ | 79,96 US$ |
