Grundläggande statistik
| Institutionella ägare | 774 total, 773 long only, 0 short only, 1 long/short - change of −1,96% MRQ |
| Genomsnittlig portföljallokering | 0.7421 % - change of −12,80% MRQ |
| Institutionella aktier (lång) | 57 979 049 (ex 13D/G) - change of 11,32MM shares 15,11% MRQ |
| Institutionellt värde (lång) | $ 4 119 361 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF (MX:SPLV) har 774 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 57,979,049 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Two Sigma Investments, Lp, LPL Financial LLC, Fmr Llc, Ameriprise Financial Inc, Wells Fargo & Company/mn, Royal Bank Of Canada, Invesco Ltd., and Pnc Financial Services Group, Inc. .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF (BMV:SPLV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 86 420 | 7,20 | 6 321 | 9,78 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1 327 | 3,92 | 97 | 6,59 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 12 824 | 0,00 | 938 | 2,40 | ||||
| 2026-05-15 | 13F | Variant Private Wealth, LLC | 13 583 | 0,52 | 993 | 2,90 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 2 791 | 31,46 | 204 | 35,10 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 10 282 | −0,01 | 752 | 2,18 | ||||
| 2026-04-15 | 13F | Wealth Intelligence, LLC | 15 898 | −21,30 | 1 163 | −19,42 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 94 | 0,00 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 26 823 | −22,31 | 1 962 | −20,45 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 105 | 7 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 21 587 | −13,07 | 1 579 | −11,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 506 | −3,28 | 110 | −0,90 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5 409 | −35,51 | 396 | −33,95 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 21 906 | 170,58 | 1 602 | 177,16 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 6 842 | −82,33 | 500 | −81,92 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 403 201 | 115,09 | 29 490 | 120,27 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5 438 | 5,74 | 398 | 8,17 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 3 705 | −1,83 | 271 | 0,37 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 28 683 | −4,68 | 2 049 | −7,37 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 7 755 | 0,00 | 567 | 2,53 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 400 | 0,00 | 29 | 3,57 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 650 | 46 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 9 414 | −0,93 | 689 | 1,47 | ||||
| 2026-05-15 | 13F | Prelude Capital Management, Llc | 6 047 | 442 | ||||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 16 440 | −49,70 | 1 202 | −48,50 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 113 | 81 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 27 329 | 0,00 | 1 999 | 2,41 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 163 853 | −0,06 | 11 984 | 2,35 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 11 821 | −40,53 | 865 | −39,11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 119 513 | −13,93 | 2 231 | −77,51 | ||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 4 474 | 0,00 | 329 | −3,24 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 10 555 | −0,65 | 772 | 1,72 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 2 871 | 210 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-07 | 13F | WESPAC Advisors SoCal, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 327 515 | 13,31 | 23 637 | 14,49 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 371 | 0,00 | 27 | 3,85 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 9 207 | 0,00 | 673 | 2,44 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 11 877 | 0,01 | 869 | 2,36 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 5 599 | 0,13 | 409 | 2,51 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 4 630 | −1,49 | 339 | 0,90 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 16 248 | 1 188 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 18 865 | −2,45 | 1 380 | −0,14 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 10 071 | 0,03 | 737 | 2,36 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 3 374 | 0,36 | 247 | 2,50 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 5 569 | −4,75 | 407 | −2,40 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 290 | −4,14 | 167 | −1,76 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 22 284 | 0,00 | 1 592 | 0,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 63 509 | −0,27 | 4 645 | 2,13 | ||||
| 2026-02-13 | 13F | Cutler Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 161 061 | −5,94 | 11 780 | −3,68 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 3 354 | 0,00 | 245 | 2,51 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 6 685 | 0,54 | 489 | 2,95 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 332 | 0,61 | 0 | |||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 37 979 | −2,75 | 2 778 | −0,43 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 4 211 | 0,00 | 308 | 2,33 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 15 980 | 0,00 | 1 169 | 2,37 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 12 147 | −10,18 | 888 | −7,98 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2 911 | −0,55 | 213 | 1,44 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 18 529 | 1,40 | 1 355 | 3,83 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 31 149 | 0,00 | 2 278 | 2,43 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 3 173 | 0,00 | 232 | 2,65 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 262 376 | 1,03 | 18 739 | −1,81 | ||||
| 2026-05-06 | 13F | Broyhill Asset Management | 4 500 | 0,00 | 329 | 2,49 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 757 | −15,42 | 55 | −12,70 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 404 | −3,35 | 30 | 0,00 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 25 124 | −5,27 | 1 838 | −3,01 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 4 156 600 | 57,79 | 304 014 | 61,59 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 170 890 | 1,07 | 12 499 | 3,50 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 3 736 | 0,00 | 273 | 2,63 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 55 186 | −0,99 | 4 036 | 1,41 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 5 776 | 0,05 | 422 | 2,43 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 94 664 | 1,41 | 7 051 | 5,74 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 9 877 | −0,25 | 722 | 2,12 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 15 410 | 0,00 | 1 127 | 2,45 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 3 013 | 0,03 | 220 | 2,33 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 10 858 | −2,97 | 794 | −0,63 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 8 557 | 11,22 | 626 | 13,84 | ||||
| 2026-02-17 | 13F | Boothbay Fund Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 22 107 | −5,60 | 1 617 | −6,05 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 31 127 | 2 277 | ||||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 55 648 | 7,96 | 4 070 | 10,57 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 434 | 0,00 | 32 | 3,33 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 11 251 | 6,29 | 823 | 8,87 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 899 | 0,00 | 66 | 1,56 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-12 | 13F | Colonial Trust Advisors | 121 | 0,00 | 9 | 0,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 4 498 | 329 | ||||||
| 2026-05-07 | 13F | Advisor Resource Council | 8 484 | 2,64 | 621 | 2,14 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 671 | −24,27 | 49 | −22,22 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Xponance, Inc. | 3 778 | 11,91 | 276 | 14,52 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6 947 | −1,96 | 508 | 0,40 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2 | 0 | ||||||
| 2026-05-04 | 13F | Providence First Trust Co | 6 716 | 0,00 | 491 | 2,51 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 51 889 | −2,51 | 3 795 | −0,16 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 157 | 12 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9 692 | 24,27 | 709 | 27,11 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 40 252 | −1,39 | 2 944 | 0,96 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 52 645 | −1,02 | 3 850 | 1,37 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 3 186 | −15,04 | 233 | −12,73 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 3 537 | 0,00 | 259 | 2,38 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 2 922 | −0,27 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9 904 | 17 585,71 | 724 | 18 000,00 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 10 028 | 733 | ||||||
| 2026-04-21 | 13F | Founders Capital Management | 1 245 | 0,00 | 91 | 3,41 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 12 681 | −2,39 | 927 | 0,00 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2 824 | −0,91 | 207 | 1,48 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 249 052 | 18 216 | ||||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 338 | −31,58 | 25 | −31,43 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1 279 | 0,00 | 95 | 3,30 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 100 901 | 0,02 | 7 380 | 2,43 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 7 789 | −6,55 | 570 | −4,37 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 767 | 56 | ||||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 11 958 | 0,00 | 875 | 2,34 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 8 182 | 0,06 | 598 | 2,57 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 4 420 | −19,94 | 0 | |||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 12 101 | −1,43 | 885 | 1,03 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 3 459 | 0,00 | 253 | 2,02 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 48 183 | −16,62 | 3 524 | −14,61 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 120 124 | −1,01 | 8 786 | 1,37 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 125 909 | 3,88 | 9 209 | 6,38 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 93 384 | 6,12 | 6 830 | 8,69 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8 769 | 8,90 | 626 | 5,92 | ||||
| 2026-05-13 | 13F | Fogel Capital Management, Inc. | 3 650 | 0,00 | 267 | 2,31 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 5 781 | −1,85 | 423 | 0,48 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 14 241 | −0,41 | 1 042 | 1,96 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4 267 | 312 | ||||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 2 803 | 205 | ||||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 10 691 | −14,31 | 782 | −12,35 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 10 340 | −15,20 | 756 | −13,10 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 2 900 | −3,33 | 212 | −0,93 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 3 821 | −2,62 | 280 | −0,36 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3 744 | 274 | ||||||
| 2026-05-08 | 13F | Virtus Wealth Solutions LLC | 14 282 | −0,16 | 1 045 | 2,25 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 10 551 | −3,26 | 775 | −3,37 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 3 253 | 0,00 | 238 | 2,16 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2 029 | 148 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 3 670 | 0,00 | 268 | 2,29 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 32 481 | −3,16 | 2 376 | −0,84 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 16 400 | −40,36 | 1 199 | 119 800,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2 151 | 0,56 | 157 | 3,29 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Romano Brothers And Company | 5 952 | 0,02 | 435 | 2,35 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 132 | 0,76 | 10 | 0,00 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 14 956 | −9,40 | 1 094 | −7,22 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 2 203 | 0,00 | 161 | 2,55 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 937 659 | 0,19 | 68 579 | 2,60 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 3 694 | 30,12 | 270 | 33,66 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 23 195 | −0,46 | 1 697 | 1,92 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 44 303 | −3,67 | 3 240 | −1,34 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 4 437 | −0,69 | 317 | −3,66 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 42 790 | −10,65 | 3 130 | −8,51 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 41 311 | 3 021 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 3 276 | −5,92 | 240 | −3,63 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 3 264 | 0,00 | 239 | 2,15 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 20 464 | 7,12 | 1 497 | 9,68 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 5 920 | 0,00 | 433 | 2,37 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 72 480 | −0,55 | 5 177 | −4,94 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 9 294 | −0,65 | 680 | 1,65 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 22 | −98,99 | 2 | −99,36 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 524 | 0,00 | 38 | 2,70 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 885 | 65 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 26 988 | 29,36 | 1 974 | 32,51 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 38 949 | −8,51 | 2 849 | −6,32 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 60 464 | 10,71 | 4 504 | 11,96 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 18 763 | −52,23 | 1 372 | −51,09 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 82 281 | 20,62 | 5 892 | 17,54 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 3 618 | −2,53 | 265 | −0,38 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 10 819 | −32,29 | 791 | −30,67 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 32 030 | 17,74 | 2 343 | 20,60 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 194 258 | 108,92 | 14 208 | 236 700,00 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 13 516 | −7,35 | 989 | −5,09 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 180 524 | −41,42 | 13 204 | −40,01 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14 871 | −5,88 | 1 088 | −3,63 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 20 038 | −32,78 | 1 466 | −31,19 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9 903 | −0,64 | 724 | 1,83 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17 891 | 1 322 | ||||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 6 374 | 466 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 676 849 | 4,10 | 122 645 | 6,60 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5 899 | 0,00 | 431 | 2,38 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18 328 | 0,00 | 1 340 | 2,45 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 3 513 | −5,67 | 257 | −3,40 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 5 160 | −10,48 | 377 | −8,27 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 57 793 | −43,33 | 4 227 | −41,97 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 4 654 | 6,55 | 340 | 9,32 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 5 114 | 0,00 | 374 | 2,47 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 5 984 | −0,37 | 438 | 2,10 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 713 | 0,00 | 52 | 4,00 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 739 | 0,00 | 54 | 3,85 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 3 094 | 0,00 | 226 | 2,73 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4 608 | −21,53 | 337 | −19,57 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 5 682 | −3,05 | 416 | −0,72 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 6 835 | 0,00 | 500 | 2,25 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 263 123 | 0,07 | 19 245 | 2,48 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 33 668 | 1,30 | 2 463 | 3,75 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 57 754 | 147,19 | 4 224 | 153,24 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 405 025 | 51,73 | 30 | 52,63 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 279 | 0,00 | 20 | 5,26 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 13 640 | −17,06 | 998 | −15,08 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 34 652 | 2,71 | 2 534 | 5,19 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 32 079 | −10,37 | 2 346 | −8,22 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4 008 | −3,86 | 293 | −1,35 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 5 932 | 2,15 | 434 | 4,83 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 34 921 | 2 554 | ||||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 12 200 | 0,00 | 892 | 2,41 | ||||
| 2026-05-12 | 13F | Creative Planning | 144 672 | 9,61 | 10 581 | 12,25 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 100 | 7 | ||||||
| 2026-05-15 | 13F | Weaver Consulting Group | 2 762 | 202 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 106 | 0,00 | 8 | 0,00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 8 044 | 14,20 | 588 | 16,90 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 2 795 | 204 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 4 227 | 0,00 | 309 | 2,66 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 119 | 0,00 | 9 | 0,00 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 46 402 | −0,46 | 3 394 | 1,92 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9 396 | −12,70 | 687 | −10,55 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 477 | −1,17 | 254 | 1,20 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 15 440 | 1 129 | ||||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8 291 | 6,39 | 606 | 8,99 | ||||
| 2026-05-15 | 13F | Diametric Capital, LP | 39 732 | 2 906 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 146 402 | 7,86 | 10 708 | 10,45 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 425 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 84 621 | −1,57 | 6 189 | −0,83 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 943 | 69 | ||||||
| 2026-04-29 | 13F | Financial Life Advisors | 18 474 | 4,67 | 1 351 | 7,22 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15 634 | 23,92 | 1 143 | 26,86 | ||||
| 2026-04-13 | 13F | Trust Co | 45 | 0,00 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 2 875 | 210 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 9 880 | 723 | ||||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 22 214 | −2,08 | 1 625 | 0,25 | ||||
| 2026-04-06 | 13F | CX Institutional | 3 407 | −62,11 | 0 | |||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 5 240 | −14,21 | 383 | −12,16 | ||||
| 2026-05-11 | 13F | 111 Capital | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 30 142 | 9,79 | 2 205 | 12,45 | ||||
| 2026-05-15 | 13F | Richwood Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Brick & Kyle, Associates | 8 782 | −12,91 | 1 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 45 310 | 0,37 | 3 323 | 3,04 | ||||
| 2026-02-13 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 28 431 | 8,13 | 2 079 | 10,76 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 102 | 0,00 | 7 | 0,00 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 206 | 0,00 | 15 | 7,14 | ||||
| 2026-05-11 | 13F | Commerce Bank | 220 712 | 16 143 | ||||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 444 | 0,00 | 32 | 3,23 | ||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 690 000 | 0,00 | 50 467 | 2,41 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 323 783 | 4,65 | 23 681 | 7,17 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 11 014 | −4,75 | 806 | −2,42 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 7 335 | −4,32 | 536 | −2,01 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 12 411 | 0,74 | 908 | 3,19 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 3 168 | 0,00 | 232 | 2,21 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1 624 | 0,00 | 119 | 2,61 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 12 049 | −22,57 | 881 | −20,70 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 351 128 | −0,39 | 25 681 | 2,01 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 75 181 | −2,87 | 5 499 | −0,54 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 674 | −26,90 | 122 | −25,15 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 61 199 | 7,50 | 4 476 | 10,11 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 9 762 | −30,00 | 714 | −28,41 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 24 155 | 0,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 7 265 | −68,75 | 531 | −68,91 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 3 639 | −0,76 | 266 | 1,92 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 6 372 | 3,96 | 466 | 6,64 | ||||
| 2026-05-13 | 13F | Northwest & Ethical Investments L.P. | 46 293 | 516,34 | 3 424 | 533,89 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 410 | 0,00 | 30 | 0,00 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 3 500 | 0,00 | 256 | 2,41 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 18 498 | −1,82 | 1 321 | −4,48 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 22 424 | 102,86 | 1 640 | 107,86 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 18 827 | 1,07 | 1 377 | 3,53 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 3 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4 531 | 331 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 494 | 36 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 5 856 | 0,14 | 428 | 2,64 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 369 048 | 1,72 | 26 992 | 4,17 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 3 542 | 0,00 | 259 | 2,78 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 284 434 | −0,88 | 21 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 113 560 | 8,97 | 8 306 | 11,60 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 9 046 | 64,50 | 662 | 68,62 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 377 051 | 3,56 | 27 578 | 6,05 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2 360 158 | 7,71 | 172 622 | 10,31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 441 308 | −5,78 | 32 277 | −3,51 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 691 | 0,00 | 51 | 2,04 | ||||
| 2026-05-15 | 13F | Amundi | 18 002 | −2,17 | 1 317 | 0,15 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 149 | 0,00 | 11 | 0,00 | ||||
| 2026-06-04 | 13F/A | Chelsea Counsel Co | 147 | 0,00 | 11 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 203 | 0,00 | 15 | 0,00 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 4 235 | 0,00 | 302 | −2,89 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 16 714 | −2,37 | 1 222 | 0,00 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 6 768 | −2,87 | 495 | −0,40 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 75 277 | 34,43 | 5 506 | 37,66 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 951 612 | 488,79 | 69 601 | 503,02 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 35 165 | −26,41 | 2 572 | −24,65 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 118 044 | −22,40 | 8 688 | −20,02 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 3 435 | 251 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 301 300 | 9,38 | 22 037 | 115 884,21 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2 851 | −66,78 | 209 | −65,85 | ||||
| 2026-04-07 | 13F | Eastern Bank | 11 506 | 0,00 | 842 | 2,44 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 11 051 | −11,06 | 1 | |||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Summit Global Investments | 25 822 | 2 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 130 017 | 0,05 | 9 463 | 1,95 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 10 692 | 0,04 | 782 | 2,49 | ||||
| 2026-05-14 | 13F | Taylor Securities Services, Inc. | 12 907 | −3,86 | 944 | −1,46 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 285 | 0,00 | 21 | 0,00 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 29 339 | −8,26 | 2 146 | −6,09 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 9 473 | 232,39 | 693 | 232,69 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 724 | 0,14 | 53 | 1,96 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 10 592 | 775 | ||||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 4 914 | −37,46 | 359 | −36,01 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 5 791 | −0,21 | 424 | 2,17 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 9 980 | 0,29 | 730 | 2,68 | ||||
| 2026-05-15 | 13F | Junto Capital Management LP | 548 375 | 40 108 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1 000 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 267 894 | −32,17 | 19 800 | −30,02 | ||||
| 2026-05-05 | 13F | UBS Group AG | 855 300 | 3,56 | 62 557 | 6,05 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 69 920 | 14,08 | 5 114 | 16,82 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3 000 | 0,00 | 219 | 2,34 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 6 461 | −0,74 | 473 | 1,72 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 28 807 | −8,64 | 2 107 | −6,44 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 491 | 36 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 28 341 | 4,88 | 2 073 | 7,41 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 5 547 | 1,08 | 407 | 3,84 | ||||
| 2026-05-05 | 13F | PFG Advisors | 202 254 | 810,56 | 14 793 | 832,66 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | BXM Wealth LLC | 5 721 | 0,00 | 418 | 2,45 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 4 936 | 10,08 | 361 | 12,81 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 534 | 0,00 | 39 | 2,63 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 55 502 | −5,92 | 4 059 | −3,66 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 260 | 0,00 | 19 | 5,56 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2 920 | 0,03 | 0 | |||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 50 841 | −11,23 | 3 719 | −11,64 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3 983 | −3,84 | 291 | −1,36 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 2 168 | 1 006,12 | 159 | 1 115,38 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 33 222 | −22,10 | 2 430 | −19,99 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 81 190 | 2,45 | 5 938 | 4,93 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 17 803 | 0,53 | 1 302 | 2,92 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 70 988 | 5,09 | 5 192 | 7,63 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 11 727 | 175,15 | 858 | 181,91 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 12 490 | −20,22 | 913 | −18,92 | ||||
| 2026-04-15 | 13F/A | Sl Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 12 866 | −3,20 | 941 | −0,84 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 502 | −8,58 | 110 | −8,33 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 260 979 | 6,74 | 19 088 | 9,31 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 239 | 0,00 | 17 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 69 531 | 2,80 | 5 086 | 5,28 | ||||
| 2026-04-24 | 13F | United Community Bank | 1 020 | 0,00 | 75 | 2,78 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 10 449 | 1,71 | 764 | 4,23 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 6 955 | 3,45 | 509 | 5,83 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 20 102 | −8,14 | 1 470 | −5,89 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 19 757 | 41,35 | 1 445 | 44,79 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 48 622 | −98,16 | 3 556 | −98,11 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 7 534 | 551 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 81 738 | −4,41 | 5 978 | −2,11 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 3 720 | 0,00 | 272 | 2,64 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5 560 | 0,56 | 407 | 3,05 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 8 586 | 7,58 | 628 | 10,00 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3 227 | 236 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 248 | 18 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 4 728 | −4,72 | 346 | −2,54 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 449 | 0,00 | 33 | 0,00 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 169 255 | 9,38 | 12 379 | 12,02 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 79 | 0,00 | 6 | 0,00 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1 000 | 0,00 | 73 | 2,82 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 12 643 | 0,00 | 925 | 2,44 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 7 014 | 0,00 | 513 | 2,60 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 4 | 0 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18 591 | 6,62 | 1 360 | 9,16 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3 386 | −0,09 | 248 | 2,07 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9 186 | −45,07 | 672 | −43,80 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 405 | 0,00 | 30 | 3,57 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 219 | 0,46 | 16 | 6,67 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 11 457 | −17,31 | 1 | |||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 5 484 | −77,94 | 401 | −77,41 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5 023 | 17,74 | 367 | 20,72 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 40 238 | 7,56 | 2 943 | 10,18 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 32 | 2 | ||||||
| 2026-05-15 | 13F | Peterson Wealth Management | 33 | 2 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 10 754 | 0,23 | 787 | 2,61 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 83 141 | 4,04 | 6 081 | 6,54 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 30 181 | −4,67 | 2 207 | −2,39 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 3 246 | 0,53 | 237 | 3,04 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 10 749 | −4,21 | 786 | −2,60 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 7 721 | −12,21 | 565 | −10,19 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2 732 | 200 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 12 277 | −3,84 | 898 | −1,54 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 115 672 | 69,49 | 8 460 | 73,57 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 967 | 0,21 | 71 | 2,94 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 365 651 | −3,16 | 26 744 | −0,82 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3 052 | −6,81 | 223 | −4,29 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 5 361 | 0,54 | 392 | 3,16 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 3 106 | −17,26 | 222 | −19,64 | ||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 36 464 | 0,19 | 2 667 | 2,58 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 11 296 | −0,12 | 826 | 2,35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 242 | 87,60 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 154 147 | 5 302,98 | 11 274 | 5 453,69 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 905 | 66 | ||||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 39 312 | 20,10 | 2 875 | 23,02 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1 842 | −6,69 | 135 | −4,29 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 2 792 | 204 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 2 376 | −1,86 | 174 | 0,58 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 209 | 0,00 | 15 | 7,14 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 24 558 | −1,10 | 1 796 | 1,30 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 26 246 | −56,75 | 1 920 | −55,72 | ||||
| 2026-05-08 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 280 079 | −3,69 | 20 | 0,00 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 850 | 0,00 | 63 | 3,33 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 2 961 | 217 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 693 | 10,44 | 0 | |||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 2 768 | 202 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 33 642 | 1,18 | 2 461 | 3,62 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 832 | 0,04 | 207 | 2,48 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 35 955 | 4,16 | 2 630 | 6,65 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 9 003 | −91,99 | 658 | −87,33 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 3 807 | 35,48 | 281 | 36,59 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 10 514 | −16,40 | 1 | |||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 16 097 | 4 147,23 | 1 177 | 4 259,26 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 10 453 | 0,00 | 765 | 2,41 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 929 | −92,60 | 66 | −92,83 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 54 576 | −3,14 | 3 992 | −0,82 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 529 813 | 5,09 | 38 751 | 7,63 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 560 186 | 4,22 | 40 972 | 6,73 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 024 880 | −4,32 | 74 960 | −2,01 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2 823 | 206 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2 053 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 74 818 | 5 472 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4 787 | −8,92 | 350 | −6,67 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 14 702 | 0,00 | 1 075 | 2,38 | ||||
| 2026-05-13 | 13F | Tls Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6 881 | −61,22 | 491 | −62,32 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 3 281 | 0,00 | 240 | 2,14 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 523 | 9,31 | 258 | 11,74 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 3 121 | 0,00 | 228 | 2,70 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 204 | 15 | ||||||
| 2026-05-12 | 13F | Matters Capital Llc | 28 371 | 0,00 | 2 075 | 2,42 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 42 | 3 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 3 193 | 0,13 | 234 | 2,64 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 297 219 | −42,13 | 21 739 | −40,74 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 186 806 | −19,36 | 13 663 | −19,64 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 520 | 0,00 | 38 | 2,70 | ||||
| 2026-05-19 | 13F | JTC Employer Solutions Trusteee Ltd | 13 000 | 0,00 | 1 | |||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 10 960 | 90,87 | 802 | 95,37 | ||||
| 2026-05-15 | 13F | East Coast Asset Management, LLC. | 7 191 | 0,00 | 526 | 2,34 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 91 138 | −4,36 | 7 | 0,00 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 41 | 0,00 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 43 337 | 5,78 | 3 170 | 8,30 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 14 776 | −1,57 | 1 081 | 0,75 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 10 587 | 0,00 | 774 | 2,38 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3 173 | 0,00 | 232 | 2,65 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 13 628 | 0,00 | 997 | 2,36 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 6 671 | −16,25 | 488 | −14,26 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 14 160 | 4 004,35 | 1 036 | 4 212,50 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 49 521 | −0,76 | 3 622 | 1,63 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 11 552 | 154,90 | 845 | 161,30 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 4 275 | −7,15 | 316 | −3,66 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 665 | 0,15 | 49 | 2,13 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 8 685 | −98,99 | 635 | −98,97 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 115 | 8 | ||||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 2 874 | 210 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 4 816 | 0,00 | 352 | 2,62 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 3 050 | 0,00 | 223 | 2,76 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 6 373 | 0,00 | 466 | 2,42 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 4 364 | 0,51 | 319 | 2,90 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 8 337 | −4,69 | 610 | −2,40 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 727 | 0,28 | 53 | 3,92 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 6 025 | 0,00 | 441 | 2,33 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15 527 | 6,02 | 1 136 | 6,57 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 15 518 | 0,00 | 1 135 | 2,35 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 5 031 | −9,74 | 368 | −7,79 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 6 368 | −64,42 | 466 | −63,62 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4 990 | −27,32 | 365 | −25,51 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 11 773 | 0,42 | 861 | 2,87 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 7 612 | −9,89 | 557 | −7,79 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 856 | 0,00 | 136 | 2,27 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 37 002 | 3,35 | 2 706 | 5,83 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 36 266 | −7,57 | 2 653 | −5,25 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 173 | 13 | ||||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 12 558 | 0,00 | 919 | 2,46 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 7 630 | 0,00 | 545 | −2,86 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 6 705 | −1,92 | 490 | 0,41 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 18 918 | 0,08 | 1 384 | 2,52 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 126 | −50,00 | 9 | −47,06 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 871 322 | 7,05 | 356 289 | 9,62 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 39 669 | −0,55 | 2 901 | 1,86 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 9 335 | −3,67 | 683 | −1,45 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 12 253 | 10,04 | 896 | 12,70 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 20 276 | −4,10 | 1 483 | −1,79 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 3 670 | 0,27 | 274 | 2,63 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 923 | 68 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 836 | 61 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 7 845 | −0,27 | 560 | −3,11 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 3 422 | −79,98 | 244 | −80,57 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 8 079 | 0,00 | 591 | 2,25 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 1 900 | 0,00 | 139 | 2,22 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 3 604 | −65,36 | 264 | −64,60 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 42 099 | −0,48 | 3 079 | 1,92 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 90 751 | 12,46 | 7 | 20,00 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 5 533 | 0,00 | 405 | 2,28 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 14 140 | 0,01 | 1 034 | 2,48 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 3 449 | 0,32 | 252 | 2,86 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 3 297 | −7,00 | 241 | −4,74 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 11 156 | 6,96 | 816 | 9,54 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7 404 | 1,08 | 1 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 63 687 | −0,85 | 4 658 | 1,55 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 26 423 | 530,77 | 1 923 | 538,87 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 18 | 0,00 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 2 982 | 0,00 | 218 | 2,83 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 541 | 0,00 | 40 | 2,63 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 030 571 | −6,75 | 221 656 | −4,50 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 5 947 | −1,73 | 435 | 0,46 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 1 195 950 | −10,93 | 87 472 | −8,79 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 133 188 | −3,01 | 9 741 | −0,67 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 642 | 0,31 | 47 | 2,22 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 48 734 | 0,44 | 3 564 | 2,86 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 359 302 | 14,80 | 26 150 | 16,99 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 3 525 | 1,03 | 258 | 3,21 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 34 742 | 0,25 | 2 541 | 2,67 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 32 533 | −30,36 | 2 380 | −28,69 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3 771 | −14,08 | 276 | −12,14 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 9 549 | 0,00 | 698 | 2,50 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 4 855 | 0,94 | 355 | 3,50 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 49 | 0,00 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 74 675 | 6,66 | 5 462 | 9,22 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 4 948 | 0,00 | 362 | 2,27 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 4 762 | −48,80 | 348 | −47,59 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1 787 | 0,00 | 131 | 2,36 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 18 380 | 0,74 | 1 344 | 3,15 | ||||
| 2026-01-14 | 13F | Yarbrough Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 6 886 | −2,35 | 504 | 0,00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 8 068 | 64,45 | 590 | 68,57 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 46 175 | −1,31 | 3 377 | 1,08 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 11 299 | 0,88 | 826 | 3,38 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 12 539 | −2,15 | 917 | 0,22 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 8 235 | −8,82 | 602 | −6,67 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 13 178 | 130,14 | 964 | 136,03 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 3 220 | −0,16 | 236 | 2,17 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 3 875 | 283 | ||||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 10 433 | −2,76 | 763 | −0,39 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2 181 | 0,00 | 160 | 2,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 3 000 | −71,96 | 219 | −71,34 | |||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 19 964 | −3,39 | 1 460 | −1,02 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 1 461 | 0,00 | 107 | 1,92 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 21 691 | 153,46 | 1 587 | 159,57 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 15 735 | −12,29 | 1 124 | −14,80 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 19 072 | −51,60 | 1 395 | −50,46 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 37 098 | 33,23 | 2 650 | 29,47 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4 674 | 2,41 | 342 | 4,92 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 42 366 | 4,23 | 3 099 | 6,75 | ||||
| 2026-01-07 | 13F | Bay Rivers Group | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 222 | 16 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3 802 | 21,86 | 278 | 25,23 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2 863 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 28 918 | −3,02 | 2 115 | −0,66 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6 142 652 | −7,20 | 449 274 | −4,97 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1 401 | −94,61 | 102 | −94,50 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 151 | 11 | ||||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 5 057 | −1,58 | 370 | 0,82 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 339 | 25 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 59 | 0,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 44 174 | −3,91 | 3 231 | −1,61 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 10 040 | −2,84 | 731 | −1,08 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 40 830 | −11,36 | 2 986 | −9,21 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 19 474 | 5,85 | 1 424 | 8,45 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 4 357 | 0,16 | 319 | 2,58 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4 097 | 14,96 | 300 | 2,40 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 64 730 | −1,75 | 4 734 | 0,62 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 3 685 | 0,00 | 270 | 2,28 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 35 172 | 560,38 | 2 572 | 576,84 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 880 | 0,00 | 64 | 3,23 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 4 668 | 0,00 | 348 | 4,50 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 4 837 | 361 | ||||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 5 721 | 0,00 | 418 | 2,45 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 3 066 | 0,00 | 223 | −3,06 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 4 417 | −10,26 | 323 | −7,98 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 5 235 | 0,00 | 383 | 2,41 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 13 782 | −12,22 | 1 008 | −10,17 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 591 | −0,13 | 116 | 2,65 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Avant Capital LLC | 31 275 | −3,56 | 2 287 | −1,25 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 11 400 | 0,00 | 843 | 3,19 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 16 021 | −9,03 | 1 172 | −6,84 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 35 898 | 2 619 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 118 203 | −2,59 | 8 645 | −0,24 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 13 038 | 40,62 | 954 | 43,96 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 6 493 | −1,53 | 475 | 0,85 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 13 167 | 4,79 | 957 | 5,75 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 290 | 0,00 | 21 | 5,00 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 6 547 | 0,00 | 479 | 2,36 | ||||
| 2026-04-29 | 13F | AG Asset Advisory, LLC | 14 037 | 0,00 | 1 027 | 2,40 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 15 318 | 0,01 | 1 120 | 2,47 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 3 534 | 0,54 | 260 | −0,38 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 10 159 | −6,33 | 743 | −4,01 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 300 | 0,00 | 22 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 8 273 | 2,55 | 605 | 5,03 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 7 928 | 0,46 | 580 | 2,84 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7 170 | −16,50 | 524 | −14,52 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 210 | 0,00 | 15 | 7,14 | ||||
| 2026-04-21 | 13F | Creekside Partners | 6 642 | 0,00 | 486 | 2,32 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 10 122 | 0,00 | 740 | 2,49 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 2 738 | 200 | ||||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 8 086 | 0,52 | 591 | 2,96 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 5 621 | 0,00 | 411 | 2,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6 967 | 0,88 | 510 | 3,25 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 14 868 | 119,42 | 1 087 | 125,05 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 484 047 | −6,38 | 108 544 | −4,13 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5 062 | 370 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 354 | −4,51 | 99 | −1,98 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 0 | −100,00 | 0 | |||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 0 | −100,00 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 12 136 | −0,75 | 877 | 0,34 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 4 383 | 0,00 | 313 | 0,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 97 563 | 206,17 | 7 136 | 213,63 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 16 329 | −0,06 | 1 194 | 2,40 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 135 924 | −2,19 | 9 942 | 0,17 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 4 876 | 0,00 | 357 | 2,30 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 901 | 0,11 | 66 | 1,56 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 63 911 | −4,51 | 4 674 | −2,22 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 3 227 | 413,04 | 236 | 434,09 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 20 934 | −8,08 | 1 531 | −5,84 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 43 221 | −20,27 | 3 161 | −18,34 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Orca Investment Management, LLC | 12 918 | 0,00 | 945 | 2,39 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12 102 | 0,00 | 885 | 2,43 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 23 958 | 162,01 | 1 752 | 168,30 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 10 640 | 8,24 | 778 | 10,83 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 3 151 | 0,00 | 230 | 2,68 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 6 864 | −2,72 | 502 | −0,20 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11 743 | 43,52 | 859 | 46,92 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 12 608 | 0,01 | 922 | 2,44 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 260 712 | −3,42 | 18 620 | −6,13 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 3 718 | −50,21 | 272 | −49,16 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 12 468 | 912 | ||||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 81 898 | −2,23 | 5 990 | 0,12 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 49 163 | −12,46 | 3 596 | −10,35 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 140 | 0,00 | 10 | 11,11 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 106 996 | −4,34 | 7 826 | −2,04 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 319 953 | −24,59 | 23 401 | −22,77 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8 610 | −3,33 | 631 | −0,79 | ||||
| 2026-05-15 | 13F | Quantitative Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 4 305 | 0,00 | 315 | 2,28 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 23 955 | −10,06 | 1 752 | −7,89 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 501 | −91,92 | 0 | |||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 348 | 10,51 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 6 775 | 0,00 | 496 | 2,48 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 4 396 | 0,09 | 322 | 2,56 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 32 600 | 2,31 | 2 409 | 0,63 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 17 258 | 0,42 | 1 262 | 2,85 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 12 856 | 0,22 | 940 | 2,62 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 6 900 | 0,12 | 505 | 2,44 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 2 898 | 212 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20 730 | 0,22 | 1 516 | 2,64 | ||||
| 2026-05-04 | 13F | Headland Capital, LLC | 5 258 | −17,73 | 385 | −15,79 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 38 648 | −5,01 | 2 827 | −2,72 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 31 163 | −5,94 | 2 279 | −3,68 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 3 975 | −12,54 | 284 | −15,27 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 24 295 | 0,07 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | 6 560 | −14,02 | 469 | −16,43 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 2 457 | 0 | ||||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 46 346 | 19,43 | 3 390 | 22,30 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 107 139 | −3,05 | 7 836 | −0,71 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 4 055 | 0,12 | 297 | 2,42 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 157 085 | −3,61 | 11 489 | −1,29 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 137 | 10 | ||||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 12 766 | 0,00 | 934 | 2,41 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 4 731 | 0,00 | 346 | 2,67 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 3 399 | 246 | ||||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 3 462 | 0,00 | 253 | 2,43 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 35 380 | 2 588 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3 418 | −5,63 | 250 | −3,49 | ||||
| 2026-04-21 | 13F | SWS Partners | 2 743 | 201 | ||||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 10 175 | 0,00 | 744 | 2,48 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 500 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3 822 | −12,58 | 280 | −10,00 | ||||
| 2026-05-15 | 13F | Verition Fund Management LLC | 20 000 | −46,01 | 1 463 | −31,75 | ||||
| 2026-02-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 586 943 | 11,41 | 42 935 | 14,09 | ||||
| 2026-02-17 | 13F | Capital Fund Management S.a. | Call | 0 | −100,00 | 0 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 9 474 | 693 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 6 575 | 0,00 | 481 | 2,35 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 3 467 | 6,61 | 254 | 9,05 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 92 | 7 | ||||||
| 2026-05-15 | 13F | DV Trading LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 245 526 | −54,22 | 17 537 | −54,22 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 13 639 | 0,33 | 998 | 2,78 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 10 134 | 0,20 | 741 | 2,63 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 3 612 | 0,00 | 264 | 2,72 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 11 581 | −28,59 | 847 | −26,86 | ||||
| 2026-05-15 | 13F | Massar Capital Management, LP | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4 476 | 327 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9 773 | −1,23 | 715 | 1,13 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 3 323 | 0,00 | 243 | 2,53 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2026-01-07 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 3 415 | −39,25 | 249 | −38,61 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 18 095 | 0,29 | 1 323 | 2,72 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 3 253 | 1,85 | 238 | 3,95 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 100 | 0,00 | 7 | 0,00 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 7 481 | 1,03 | 547 | 3,60 | ||||
| 2026-05-06 | 13F | Terril Brothers, Inc. | 22 084 | 0,00 | 1 615 | 2,41 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 13 080 | −4,86 | 957 | −2,55 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 6 666 | −5,73 | 488 | −3,56 | ||||
| 2026-04-07 | 13F | Financially Speaking Inc | 826 | 0,00 | 60 | 3,45 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3 805 | 0,00 | 278 | 2,58 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 66 627 | −5,68 | 4 758 | −8,32 | ||||
| 2026-04-08 | 13F | Tlwm | 4 691 | −20,07 | 343 | −18,14 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 3 500 | 0,00 | 256 | 2,41 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 13 992 | −5,18 | 1 023 | −2,85 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 143 832 | −0,82 | 10 520 | 1,56 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 36 539 | 9,07 | 2 672 | 11,71 | ||||
| 2026-02-17 | 13F | Adage Capital Partners Gp, L.l.c. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 061 | −13,15 | 151 | −11,24 | ||||
| 2026-01-29 | 13F | Comerica Bank | 34 457 | 61,94 | 2 461 | 57,39 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 7 473 | 6,80 | 547 | 9,42 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 69 436 | 5 079 | ||||||
| 2026-04-21 | 13F | WT Wealth Management | 39 946 | 9,50 | 2 922 | 12,13 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 3 251 | −8,86 | 240 | −5,51 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1 230 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 646 | −65,75 | 47 | −64,93 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 274 963 | −14,31 | 20 111 | −12,25 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 3 744 | 15,09 | 274 | 18,10 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 335 | 25 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 6 330 | −1,60 | 463 | 0,87 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 180 | 13 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 274 758 | −13,23 | 20 096 | −11,14 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 101 591 | −1,47 | 7 430 | 0,90 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 6 245 | 0,00 | 457 | 2,24 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3 859 | 1,02 | 282 | 3,68 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 10 423 | 0,00 | 762 | 2,42 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Dagco, Inc. | 1 800 | 0,00 | 132 | 2,34 | ||||
| 2026-04-21 | 13F | Maseco Llp | 775 | 0,00 | 57 | 1,82 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 11 556 | 0,13 | 845 | 2,55 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 55 | 0,00 | 4 | 33,33 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 3 556 | 22,16 | 260 | 25,60 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 7 579 | −0,45 | 554 | 2,03 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 10 120 | 0,00 | 746 | 3,19 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 6 829 | −58,39 | 500 | −57,42 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 156 789 | −9,21 | 11 | −8,33 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4 093 | −2,89 | 299 | −1,32 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 794 722 | 45,76 | 131 356 | 49,37 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 933 | −68,97 | 454 | 111,68 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 116 865 | 8 548 | ||||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 29 773 | 3,45 | 2 178 | 5,94 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 33 230 | 0,87 | 2 430 | 3,32 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 950 | 0 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 151 568 | −68,18 | 11 086 | −67,42 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2 162 | −8,04 | 158 | −5,39 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 4 380 | 0,00 | 321 | −2,74 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 10 370 | 0,00 | 758 | 2,43 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Genworth Financial Inc | 476 493 | 0,56 | 34 851 | 2,98 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 36 812 | 1,57 | 2 629 | −1,28 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 605 141 | 2,64 | 44 260 | 5,12 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 232 | 17 | ||||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 4 741 | 0,55 | 338 | −2,03 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 2 154 | 0,00 | 158 | 2,61 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 48 | 0,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 8 636 | 90,81 | 632 | 95,36 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 201 279 | −11,68 | 14 722 | −9,55 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 2 106 | 0,00 | 154 | 2,67 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 162 048 | −2,59 | 11 852 | −0,24 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 649 | 0,00 | 46 | −2,13 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3 575 | 0,00 | 262 | 2,35 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 6 863 | −2,14 | 502 | 0,20 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 12 306 | −1,39 | 900 | 1,01 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 11 169 | 0,00 | 817 | 2,38 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 6 593 | 0,52 | 482 | 2,99 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 21 772 | −6,50 | 1 592 | −4,27 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 64 | 0,00 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 410 265 | 0,02 | 30 007 | 2,43 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 3 378 | −2,09 | 247 | 0,41 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16 761 | 77,84 | 1 226 | 82,02 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 983 247 | −23,11 | 71 915 | −21,25 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3 775 | −13,18 | 276 | −10,97 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1 350 | 0,00 | 99 | 2,08 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 5 031 | 2,88 | 368 | 5,16 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 4 269 | −2,27 | 312 | 0,32 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 14 649 | 0,01 | 1 071 | 2,39 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 34 423 | −12,53 | 2 518 | −10,43 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 11 351 | 0,00 | 830 | 2,47 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 18 774 | −6,41 | 1 373 | −4,12 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 2 018 | 0,00 | 148 | 2,08 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 5 042 | 0,34 | 369 | 2,79 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 3 916 | 0,00 | 286 | 2,51 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 3 067 | 0,00 | 224 | 2,28 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 12 646 | 8,13 | 925 | 10,66 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 5 709 | 418 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 11 267 | −9,27 | 824 | −7,00 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 146 450 | 938,28 | 10 711 | 963,65 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 77 018 | −8,57 | 5 633 | 21,66 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 4 799 | 0,00 | 351 | 2,34 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 81 641 | 5 971 | ||||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 19 778 | −0,18 | 1 447 | 2,19 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 68 812 | 347,15 | 5 | 400,00 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 54 779 | 7,72 | 4 007 | 10,33 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 67 700 | 126,42 | 4 952 | 131,90 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8 274 | −29,26 | 605 | −27,54 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1 020 | 0,00 | 75 | 2,78 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 3 920 | 287 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 10 100 | −77,25 | 739 | −76,73 | |||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 12 635 | 0,00 | 924 | 2,44 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 4 245 | 0,00 | 310 | 2,31 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6 929 | 3,22 | 507 | 5,64 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 7 806 | 2,63 | 571 | 4,97 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 169 | 0,00 | 12 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 39 842 | 585,16 | 2 914 | 602,17 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 12 486 | −3,31 | 915 | −0,76 | ||||
| 2026-01-16 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Cartenna Capital, LP | 0 | −100,00 | 0 | |||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1 211 | 101,83 | 86 | 132,43 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2 792 | 204 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 690 | −6,38 | 50 | −3,85 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 23 956 | 5,16 | 1 752 | 7,75 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 22 062 | −5,79 | 1 614 | −3,53 |
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