Grundläggande statistik
| Institutionella ägare | 1388 total, 1386 long only, 1 short only, 1 long/short - change of −4,14% MRQ |
| Genomsnittlig portföljallokering | 2.0371 % - change of −8,99% MRQ |
| Institutionella aktier (lång) | 171 235 011 (ex 13D/G) - change of −14,71MM shares −3,97% MRQ |
| Institutionellt värde (lång) | $ 15 513 738 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) har 1388 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 171,235,011 aktier. Största aktieägare inkluderar Fmr Llc, Raymond James Financial Inc, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Pnc Financial Services Group, Inc., Wealth Enhancement Advisory Services, Llc, Catalyst Capital Advisors LLC, Millburn Ridgefield Corp, and Envestnet Asset Management Inc .
iShares Trust - iShares MSCI USA Min Vol Factor ETF (BMV:USMV) 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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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 7 830 | 3,93 | 726 | 2,40 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 136 874 | 0,35 | 12 847 | −0,48 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 328 555 | 6,64 | 30 465 | 3,50 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 8 721 | 15,11 | 809 | 13,32 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 51 300 | −5,70 | 4 758 | −7,13 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 350 | −53,08 | 32 | −54,29 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 3 406 | −31,89 | 316 | −32,98 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 3 879 | 0,49 | 364 | 0,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 8 302 | −25,56 | 770 | −27,79 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 220 | 228,36 | 20 | 233,33 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 2 578 | 15,71 | 239 | 14,35 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1 488 | 0,00 | 138 | −2,14 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 33 734 | −4,68 | 3 | 0,00 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 4 069 | −0,25 | 377 | −1,82 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 3 449 | 0,00 | 320 | −1,54 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 6 270 | 113,41 | 581 | 110,51 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 39 679 | 2,06 | 3 736 | 1,19 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 44 | 4 | ||||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 15 592 | −8,17 | 1 446 | −9,57 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 3 091 | −4,04 | 287 | −5,61 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 3 911 | 0,00 | 363 | −1,63 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2 507 | −56,54 | 233 | −57,27 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 21 249 | 1,94 | 1 971 | 0,41 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 68 197 | 0,01 | 6 325 | −1,50 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 8 311 | 0,25 | 771 | −1,28 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 5 195 | 0,00 | 482 | −1,64 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 113 676 | 583,19 | 10 672 | 580,55 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 12 602 | −4,96 | 1 169 | −6,41 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 61 808 | −4,24 | 5 732 | −5,68 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 3 146 | 204,55 | 292 | 200,00 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 6 924 | −2,40 | 642 | −3,75 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 767 | 0,00 | 71 | −1,39 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 420 | 0,00 | 39 | −2,56 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 13 829 | −80,36 | 1 | −83,33 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 4 011 | 0,00 | 372 | −1,59 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1 397 | 0,00 | 130 | −1,53 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2 442 | 0,00 | 226 | −1,31 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 5 087 | 0,00 | 481 | −0,21 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1 082 | 0,00 | 100 | −0,99 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 27 941 | −1,88 | 2 591 | −3,36 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 150 485 | −17,21 | 14 125 | −17,48 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 177 987 | 1,68 | 16 506 | 0,15 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 140 014 | 0,43 | 12 985 | −1,09 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 15 429 | −1,08 | 1 431 | −2,59 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 57 | 0,00 | 5 | 0,00 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 3 350 | −14,93 | 311 | −15,30 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5 688 | 0,00 | 528 | −1,50 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1 929 | 1,53 | 182 | 1,11 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 131 500 | −3,06 | 12 195 | −4,53 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5 079 | 0,67 | 471 | −0,84 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 239 019 | 5,07 | 22 167 | 3,47 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 10 592 | 97,13 | 982 | 94,46 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 111 216 | 2,33 | 10 314 | 0,79 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 12 102 | 0,00 | 1 122 | −1,49 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 114 115 | −4,74 | 10 583 | −6,17 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 66 | 6 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 4 508 | −0,97 | 418 | −2,34 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 7 020 | −10,42 | 651 | −11,67 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 4 173 | 0,00 | 387 | −1,28 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 18 480 | 1 714 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 7 760 | −2,99 | 720 | −4,52 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 6 434 | 0,00 | 597 | −1,49 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2 711 | 0,22 | 251 | −1,18 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 175 | −42,62 | 16 | −42,86 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 14 854 | 4,80 | 1 378 | 3,22 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 77 426 | −2,09 | 7 180 | −3,57 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 10 462 | −28,30 | 970 | −29,35 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 12 387 | −0,34 | 1 149 | −1,88 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 87 | 0,00 | 8 | 0,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 101 805 | −9,49 | 9 | −10,00 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4 207 | 9,44 | 390 | 8,03 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 104 200 | 9 664 | ||||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1 995 | 0,20 | 185 | −1,60 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 23 342 | −18,54 | 2 165 | −19,79 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 78 980 | −0,13 | 7 325 | −1,64 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 707 715 | −2,88 | 65 633 | −4,34 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13 055 | −2,76 | 1 211 | −5,32 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6 528 | 11,99 | 615 | 10,83 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 124 | −1,59 | 12 | 0,00 | ||||
| 2026-01-21 | 13F | Erickson Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 25 569 | 25,41 | 2 371 | 23,55 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 2 595 | 0,00 | 241 | −1,64 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 7 256 | 0,00 | 673 | −1,61 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 233 687 | −3,46 | 22 | −4,55 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 10 199 | −10,24 | 946 | −11,60 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1 531 309 | 1,74 | 144 186 | 0,69 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 2 347 | 0,00 | 218 | −1,36 | ||||
| 2026-04-08 | 13F | Exchange Bank | 6 100 | −3,17 | 566 | −4,72 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 76 590 | 213,82 | 7 103 | 209,05 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8 783 | −0,58 | 829 | −1,66 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 122 252 | 0,27 | 11 338 | −1,25 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 2 518 | 0,00 | 234 | −1,69 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 2 530 | 0,00 | 239 | 0,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 12 748 910 | −16,33 | 1 182 334 | −17,59 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 9 907 | −6,38 | 919 | −7,83 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4 416 | −2,50 | 410 | −3,99 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 336 870 | −5,76 | 124 | −7,52 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 213 | −45,24 | 20 | −47,22 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 30 517 | −4,83 | 2 830 | −6,26 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 8 507 | −5,39 | 789 | −6,86 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 103 565 | −0,58 | 9 605 | −2,08 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 134 186 | 1,82 | 12 444 | 0,28 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 8 940 | −5,19 | 829 | −6,54 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 99 809 | 0,88 | 9 398 | −0,16 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 33 747 | −3,46 | 3 130 | −4,92 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 539 | 50 | ||||||
| 2026-05-13 | 13F | Boston Family Office Llc | 3 389 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 2 767 | 0,00 | 257 | −1,54 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 45 000 | −43,75 | 4 173 | −44,60 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 3 177 | 7,99 | 295 | 6,14 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 116 705 | −0,44 | 10 823 | −1,94 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 42 | 2,44 | 4 | 0,00 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 5 749 | 0,00 | 533 | −1,48 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 31 020 | 0,27 | 2 922 | −0,78 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 11 599 | −1,76 | 1 076 | −3,24 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1 334 | 124 | ||||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 5 424 | 0,00 | 503 | −1,37 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 8 003 | 0,51 | 742 | −0,93 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 117 | 11 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 57 470 | −1,74 | 5 330 | −3,23 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 5 832 | 0,00 | 541 | −1,64 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 19 616 | −0,67 | 1 819 | −2,15 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 2 471 | 0,41 | 229 | −0,87 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4 877 | 12,04 | 452 | 10,51 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5 982 | 0,00 | 555 | −1,60 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 46 783 | −3,34 | 4 339 | −4,81 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 8 456 | 0,30 | 784 | −1,13 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 2 320 | −3,77 | 215 | −5,29 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2 014 | −1,80 | 187 | −3,63 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 2 086 | −4,97 | 195 | −5,83 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 91 076 | −55,28 | 8 639 | −55,03 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 9 706 | 8,21 | 900 | 6,64 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 9 112 | −6,85 | 858 | −7,74 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 37 990 | 8,89 | 3 523 | 117 333,33 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 29 465 | 0,42 | 2 733 | −1,09 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 22 113 | 1,25 | 2 082 | 0,24 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 36 | 0,00 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 75 931 | 0,32 | 7 042 | −1,19 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5 362 | 6,96 | 497 | 5,30 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 11 814 | 0,87 | 1 096 | −0,64 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 15 283 | −2,24 | 1 417 | −3,74 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 2 911 | 0,00 | 270 | −1,82 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 980 | −8,14 | 276 | −9,51 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 818 745 | −16,00 | 75 952 | −17,27 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 933 | −7,53 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 680 | 0,00 | 63 | −1,56 | ||||
| 2026-04-14 | 13F | Legacy Trust | 4 265 | 0,00 | 396 | −1,50 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 85 | 0,00 | 8 | −12,50 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 4 368 | 50,88 | 405 | 48,90 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 7 193 | 0,00 | 675 | −0,30 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 6 457 | 0,17 | 599 | −1,32 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 46 323 | −16,69 | 4 | −20,00 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 14 500 | 0,00 | 1 345 | −1,54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 26 260 | 371,62 | 2 435 | 364,69 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5 | 0 | ||||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 104 200 | 9 664 | ||||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 13 405 | −12,41 | 1 243 | −13,74 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 5 625 | −0,05 | 522 | −1,51 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 400 | 3,60 | 1 892 | 2,00 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 2 165 | 0,00 | 201 | −1,47 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 608 | 7,61 | 56 | 5,66 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 3 268 | 0,15 | 303 | −1,30 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 9 700 | 8,65 | 900 | 7,02 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 170 | 201 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 1 595 | 13,68 | 0 | |||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 186 307 | −8,15 | 17 543 | −9,10 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 22 743 | −5,13 | 2 109 | −6,56 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 4 110 | −8,01 | 381 | −9,29 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 15 854 | 0,27 | 1 470 | −1,21 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 698 393 | −2,01 | 64 769 | −3,49 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2 403 | −57,15 | 223 | −57,95 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 129 715 | −0,89 | 12 | 0,00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 4 948 | 12,33 | 459 | 10,63 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 4 036 | 1,08 | 374 | −0,27 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 20 822 | −2,51 | 1 931 | −3,98 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 3 123 | 0,00 | 290 | −1,70 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 15 438 | −51,05 | 1 432 | −51,80 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 23 041 | 0,20 | 2 137 | −1,34 | ||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 9 310 | 7,79 | 863 | 6,15 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 14 979 | 436,69 | 1 388 | 429,77 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6 969 | −13,19 | 646 | −14,55 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 16 475 | −4,09 | 1 528 | −5,57 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 2 258 | −0,35 | 209 | −1,88 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 14 194 | −4,60 | 1 346 | −3,93 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 41 910 | 0,00 | 3 887 | −1,52 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 2 189 | 0,00 | 203 | −1,94 | ||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 31 317 | −14,47 | 2 904 | −15,75 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Mairs & Power Inc | 3 884 | 360 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 450 | 0,29 | 227 | −1,30 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 27 260 | −15,85 | 3 | −33,33 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 18 381 | −2,04 | 1 705 | −3,51 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 156 526 | 4,04 | 14 516 | 2,47 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 2 193 | 0,05 | 203 | −1,46 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 65 695 | 25,77 | 6 093 | 23,87 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 617 480 | −8,04 | 57 | −9,52 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 5 602 | −0,53 | 520 | −2,08 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 5 979 | −2,29 | 554 | −3,82 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 106 | −56,73 | 10 | −60,87 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 38 328 | −1,13 | 3 555 | −2,63 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 4 033 | 0,42 | 374 | −1,06 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 9 119 | −10,51 | 859 | −11,46 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 34 230 | 0,78 | 3 174 | −0,75 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1 401 | 130 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 103 911 | 14,31 | 9 637 | 12,58 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 2 359 | 0,00 | 219 | −1,80 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2 134 | −12,47 | 198 | −13,54 | ||||
| 2026-04-28 | 13F/A | First Citizens Asset Management, Inc. | 71 107 | −49,20 | 5 147 | −50,54 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 30 955 | 5,09 | 2 871 | 3,50 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 19 249 | −7,32 | 1 785 | −8,70 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 19 475 | −84,98 | 1 806 | −85,20 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 19 075 | −2,09 | 1 769 | −3,54 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 149 | 0,00 | 14 | −7,14 | ||||
| 2026-05-12 | 13F | Creative Planning | 327 516 | 30,84 | 30 374 | 28,87 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 235 | 0,00 | 22 | −4,55 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 18 447 | 2,32 | 1 711 | 0,77 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 33 929 | −5,75 | 3 147 | −7,17 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 7 846 | 0,00 | 728 | −1,49 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 10 665 | −0,32 | 989 | −2,18 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 3 632 | 0,00 | 337 | −1,47 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 68 | 0,00 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 4 624 | 0,00 | 429 | −1,61 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 105 608 | 2,42 | 9 794 | 0,88 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 25 037 | 0,08 | 2 359 | −0,80 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 63 517 | −2,04 | 5 891 | −3,52 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 4 114 | 0,00 | 382 | −1,55 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 10 222 | 0,61 | 948 | −0,94 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 8 694 | 0,00 | 806 | −1,47 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 9 378 | 0,48 | 870 | −1,03 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 8 134 | −2,48 | 754 | −3,95 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 29 264 | −14,20 | 2 761 | −14,68 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 6 101 | 0,41 | 566 | −1,22 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 7 557 | −2,30 | 701 | −3,85 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2 200 | 204 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 16 500 | −1,20 | 1 557 | −2,26 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1 348 | 0,00 | 127 | −1,56 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 6 474 | 609 | ||||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 5 192 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3 144 | −1,96 | 292 | −3,32 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 40 139 | 3,37 | 3 725 | 1,86 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 186 | −31,37 | 17 | −32,00 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 92 037 | 3,10 | 8 535 | 1,55 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 92 811 | −2,50 | 8 607 | −3,97 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | United Bank | 4 018 | −33,03 | 373 | −34,04 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 2 670 | 0,56 | 248 | −0,80 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 393 657 | 2,92 | 36 508 | 1,37 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 4 601 | 21,91 | 427 | 20,00 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 4 668 | −2,36 | 433 | −4,00 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 6 543 | −58,65 | 607 | −59,30 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 2 633 | 0,00 | 244 | −1,21 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 215 | −5,29 | 20 | −9,52 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 13 838 | −1,66 | 1 283 | −3,17 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 64 016 | −10,43 | 5 937 | −11,78 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2 747 | −0,11 | 255 | −1,55 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 173 406 | 24,17 | 16 082 | 22,30 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 895 | 0,00 | 83 | −1,19 | ||||
| 2026-05-11 | 13F | Commerce Bank | 43 851 | −4,31 | 4 067 | −5,77 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 96 445 | −8,60 | 8 944 | −9,97 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 7 042 | 1,51 | 653 | 0,00 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 15 984 | −0,39 | 1 482 | −1,85 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 2 651 | −3,35 | 246 | −5,04 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 16 098 | −7,70 | 1 493 | −10,07 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 103 595 | 1,78 | 9 607 | 0,24 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 28 817 | 2,64 | 2 672 | 1,10 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 5 742 | 0,00 | 533 | −1,48 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 225 619 | 8,95 | 115 410 | 7,83 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 142 | 13 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 3 287 | 0,00 | 305 | −1,62 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 839 | 0,00 | 78 | −2,53 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3 658 | −0,14 | 339 | −1,45 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 33 615 | −2,63 | 3 117 | −4,09 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 3 070 | 285 | ||||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 2 289 | 212 | ||||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 9 640 | 22,91 | 894 | 21,14 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 744 | 0,54 | 69 | −1,45 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 32 808 | −2,38 | 3 043 | −3,86 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 38 174 | 5,16 | 3 540 | 3,57 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 13 553 | 0,81 | 1 276 | −0,23 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 20 867 | 10,50 | 1 935 | 8,83 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1 912 | 0,00 | 177 | −1,67 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2 641 | 0,04 | 245 | −1,61 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 42 657 | −9,94 | 3 956 | −11,28 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2 526 | 0,00 | 234 | −1,27 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 81 233 | −11,69 | 7 534 | −13,02 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 4 139 | −13,08 | 384 | −14,51 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 32 192 | −4,32 | 2 986 | −5,78 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 945 | −35,63 | 88 | −36,96 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 10 678 | −0,22 | 990 | −1,69 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 42 458 | 3 938 | ||||||
| 2026-02-17 | 13F | Forefront Analytics, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1 782 | 0,00 | 165 | −1,20 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2 552 | 0,08 | 237 | −1,67 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 87 132 | −13,22 | 8 081 | −14,53 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 3 628 | 342 | ||||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 1 085 | −31,55 | 101 | −32,89 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2 712 | −41,18 | 252 | −42,17 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 3 273 | 0,00 | 304 | −2,26 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 365 834 | −28,02 | 33 927 | −29,11 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 334 | −33,99 | 31 | −36,17 | ||||
| 2026-05-01 | 13F | Lester Murray Antman dba SimplyRich | 217 943 | −1,26 | 20 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 76 155 | −0,14 | 7 063 | −1,64 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 5 501 | 0,00 | 510 | |||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 1 429 | 0,00 | 133 | −1,49 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2 376 | −0,38 | 220 | −1,79 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 159 498 | 14,94 | 105 660 | 11,24 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 151 232 | 2,94 | 14 025 | 1,40 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3 622 | 3,93 | 336 | 1,21 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 7 659 | 0,42 | 710 | −1,11 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 58 542 | −20,79 | 5 429 | −21,97 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 11 129 | 4,50 | 1 032 | 2,89 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 20 332 | 5,27 | 1 901 | 2,54 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 59 544 | −11,73 | 5 279 | −16,91 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 545 | 0,00 | 51 | −1,96 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 4 682 | −16,50 | 434 | −17,65 | ||||
| 2026-05-15 | 13F | Family Management Corp | 21 694 | −67,29 | 2 012 | −67,80 | ||||
| 2026-05-15 | 13F | EFG International AG | 2 837 | 263 | ||||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 600 | −94,74 | 56 | −94,87 | ||||
| 2026-04-24 | 13F | United Community Bank | 2 575 | 0,00 | 239 | −1,65 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 4 662 | 58,41 | 432 | 55,96 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 3 520 | 4,08 | 326 | 2,52 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 5 249 | −27,80 | 487 | −28,95 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 40 730 | −4,73 | 3 777 | −6,16 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 5 663 | 0,00 | 525 | −1,50 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 480 | −35,83 | 45 | −37,14 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 2 169 | 0,00 | 201 | −1,47 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 164 336 | 4,60 | 15 241 | 3,02 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 21 439 | −1,41 | 1 988 | −2,88 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 15 726 | 6,92 | 1 458 | 5,35 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 125 821 | 0,03 | 11 669 | −1,49 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 27 669 | 0,00 | 2 605 | 0,00 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 325 | 0,00 | 30 | 0,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 7 657 | 9,17 | 710 | 7,58 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9 853 | 2,02 | 914 | 0,44 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 17 | 2 | ||||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 543 301 | 0,96 | 328 606 | −0,56 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 329 | −10,60 | 31 | −11,76 | ||||
| 2026-05-06 | 13F | CNB Bank | 471 | 0,00 | 44 | −2,27 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 4 851 | −0,66 | 450 | −2,18 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 2 367 | −14,33 | 220 | −15,77 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 114 795 | −1,39 | 10 646 | −2,34 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 331 | 0,00 | 31 | −3,23 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 3 391 | −5,52 | 314 | −6,82 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 51 | 0,00 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 6 760 | 0,00 | 627 | −1,57 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 231 033 | −3,07 | 21 426 | −5,52 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 6 530 | 0,00 | 606 | −1,47 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3 434 | −86,47 | 0 | −100,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 37 637 | 22,60 | 3 490 | 20,76 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 4 351 | 9,49 | 404 | 7,75 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 3 879 | −8,41 | 360 | −9,80 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5 923 | 549 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5 888 | −11,74 | 546 | −13,06 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 205 766 | 100,00 | 19 490 | 100,00 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 262 | 0,00 | 24 | 0,00 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 5 823 | −2,59 | 540 | −3,91 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 3 110 | 9,24 | 288 | 7,46 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 5 168 | 0,00 | 479 | −1,44 | ||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Regions Financial Corp | 5 707 | 0,00 | 529 | −1,49 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8 098 | −20,30 | 765 | −19,98 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 137 176 | 3,53 | 12 722 | 1,97 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 7 031 | −4,60 | 652 | −5,92 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 492 726 | −2,09 | 45 695 | −3,57 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 318 | 0,00 | 29 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 4 267 | 3,82 | 396 | 2,33 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 1 051 | −14,76 | 98 | −16,38 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 678 | −6,87 | 63 | −8,82 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 35 074 | −4,43 | 3 253 | −5,88 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 11 012 | 21,81 | 1 034 | 21,39 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 62 | 6 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 43 967 | 1,03 | 4 078 | −0,49 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 217 | −54,03 | 20 | −54,55 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 3 653 | 0,00 | 339 | −1,46 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 2 687 | −0,37 | 249 | −1,58 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2 977 | 8,18 | 276 | 6,56 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 30 996 | 6,01 | 2 910 | 5,67 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 2 800 | 0,00 | 260 | −1,52 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 103 559 | −2,12 | 9 604 | −3,58 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 293 | 0,00 | 28 | 0,00 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 20 665 | −2,55 | 1 917 | −4,01 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 317 175 | 1,66 | 29 415 | 0,13 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2 729 | −17,75 | 253 | −18,91 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 75 320 | −89,72 | 6 985 | −89,88 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 2 442 | 0,00 | 226 | −1,31 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5 700 | 529 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 12 007 | −18,57 | 1 114 | −19,81 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 15 351 246 | 25,72 | 1 423 675 | 23,82 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Lcnb Corp | 5 150 | 0,00 | 478 | −1,45 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 514 | 0,39 | 48 | −2,08 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 2 873 | 0,38 | 266 | −1,12 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 301 021 | −6,53 | 27 917 | −7,94 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1 636 | 154 | ||||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 166 058 | 1,15 | 15 400 | −0,38 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 23 883 | 0,90 | 2 215 | −0,63 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 7 332 | −3,54 | 680 | −5,03 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 5 457 | −0,31 | 506 | −1,75 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12 289 | −7,53 | 1 140 | −8,95 | ||||
| 2026-05-14 | 13F | Betterment LLC | 3 023 | −3,51 | 0 | |||||
| 2026-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 441 070 | 40 905 | ||||||
| 2026-05-15 | 13F | Headinvest, Llc | 6 111 | 0,00 | 567 | −1,57 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 10 531 | 0,70 | 977 | −0,81 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 9 526 | 883 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 6 846 | −0,16 | 635 | −1,71 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1 126 | 104 | ||||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 19 116 | 0,00 | 1 773 | −1,50 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 13 513 | −0,23 | 1 253 | −1,73 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 32 429 | 104,52 | 3 007 | 101,41 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 595 | 0,00 | 55 | −1,79 | ||||
| 2026-04-23 | 13F | American National Bank | 821 | 0,00 | 76 | −1,30 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7 139 | −5,07 | 662 | −6,50 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1 629 | 0,06 | 151 | −1,31 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3 648 | −0,82 | 0 | |||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 13 923 | −70,34 | 1 291 | −70,79 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 3 988 | −3,88 | 370 | −5,38 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 28 573 | 123,31 | 2 650 | 120,02 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4 370 460 | −37,37 | 406 920 | −38,32 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 16 592 | 6,87 | 1 539 | 5,27 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 3 584 | 0,00 | 332 | −1,48 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 87 613 | 8 125 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 7 408 | 0,00 | 687 | −2,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 542 | −13,21 | 236 | −14,86 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 265 | −94,88 | 25 | −95,07 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2 867 | 266 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 1 981 | 0,00 | 184 | −1,61 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 5 | −99,64 | 0 | −100,00 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 4 093 | 380 | ||||||
| 2026-05-12 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 3 826 | −45,05 | 355 | −45,95 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 4 158 | −3,21 | 386 | −5,17 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 74 807 | −11,49 | 7 044 | −12,41 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 6 500 | 18,03 | 603 | 16,22 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 149 232 | 0,73 | 13 840 | −3,50 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 181 404 | 3 339,59 | 16 823 | 3 291,73 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 865 981 | −47,33 | 171 092 | −48,71 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 17 721 | 0,05 | 1 643 | −1,44 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2 387 | −2,33 | 221 | −3,91 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1 399 | 0,00 | 130 | −1,53 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 66 668 | −1,59 | 6 183 | −3,07 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 25 011 | 0,00 | 2 337 | −1,18 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 225 | 0,00 | 21 | −4,76 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 12 931 | −19,15 | 1 199 | −20,33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 28 165 | −17,27 | 2 612 | −18,50 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 5 088 | −9,42 | 472 | −10,80 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 4 665 | −65,22 | 433 | −65,77 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 4 853 | 455 | ||||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 664 | 0,00 | 62 | −1,61 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3 796 | 0,00 | 352 | −1,40 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 5 027 | −22,73 | 466 | −23,86 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 501 | 0,00 | 46 | −2,13 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 24 539 | 0,06 | 2 276 | −1,47 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 36 746 | −66,90 | 3 408 | −67,40 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 5 981 | 0,00 | 555 | −1,60 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 249 200 | −9,17 | 23 111 | −11,44 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 9 113 | 34,15 | 845 | 32,24 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12 775 026 | −1,91 | 1 184 756 | −3,39 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4 249 | 394 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 140 507 | −1,22 | 13 031 | −2,72 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 740 | 0,00 | 69 | −1,45 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 159 813 | 15 | ||||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 8 024 | 0,00 | 744 | −1,46 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2 376 | 0,42 | 221 | −1,78 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 373 | 0,00 | 35 | −2,86 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 8 703 | 0,39 | 807 | −1,10 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 21 661 | 3,82 | 2 009 | 2,24 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2 807 | 0,00 | 260 | −1,52 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 1 848 | 0,00 | 174 | −0,57 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 50 838 | −2,60 | 4 715 | −4,07 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 2 297 | 213 | ||||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 216 | 0,00 | 20 | 0,00 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 5 649 | −0,53 | 527 | −1,86 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 9 083 | −9,20 | 842 | −10,52 | ||||
| 2026-05-11 | 13F | Portfolio Design Labs, LLC | 101 202 | −10,39 | 9 385 | −11,75 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 274 | 0,00 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 97 794 | 18,75 | 9 069 | 16,96 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 853 808 | 0,20 | 79 182 | −1,31 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 133 131 | 2,82 | 12 347 | 1,27 | ||||
| 2026-04-24 | 13F | Bayban | 4 797 | 2,57 | 445 | 0,91 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 65 710 | −4,05 | 6 094 | −5,51 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 13 573 | −4,35 | 1 259 | −5,84 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 5 866 | 0,00 | 544 | −1,45 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 26 661 | −4,30 | 2 473 | −5,76 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 71 319 | 0,40 | 6 614 | −1,11 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 91 655 | −5,61 | 8 500 | −7,03 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 529 | 0,00 | 50 | −2,00 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 189 | 0,00 | 18 | 0,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 701 950 | 4,58 | 65 099 | 3,00 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 17 804 | 7,38 | 1 633 | 3,68 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 6 724 | 0,13 | 624 | −2,35 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 2 680 | 0,00 | 249 | −1,59 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 87 001 | −4,15 | 8 068 | −5,59 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 6 607 | 0,00 | 613 | −1,61 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 4 668 | 0,00 | 433 | −1,59 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 7 164 | −29,91 | 664 | −30,98 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 5 770 | 0,00 | 535 | −1,47 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 40 | 263,64 | 4 | 200,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5 226 | −1,88 | 488 | −2,98 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 20 228 | −17,96 | 1 876 | −19,22 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 3 912 | −36,65 | 363 | −37,69 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 13 868 | 3,27 | 1 286 | 1,74 | ||||
| 2026-05-15 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 4 160 | −2,64 | 386 | −4,23 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2 537 | 2,59 | 235 | 1,29 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16 021 | −8,14 | 1 509 | −9,10 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 16 642 | −14,60 | 1 543 | −15,87 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 137 | 0,00 | 13 | −7,69 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 52 | 15,56 | 5 | 0,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 451 | 42 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7 744 | −63,85 | 718 | −64,40 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 7 559 | 0,00 | 712 | 0,00 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 6 826 | 0,00 | 633 | −1,40 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 278 149 | 5,10 | 25 796 | 3,51 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 19 173 | −6,13 | 1 778 | −7,54 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5 246 | 3,02 | 487 | 1,46 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 2 765 | 0,00 | 256 | −1,54 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 3 093 | 0,00 | 287 | −1,72 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 5 944 | 551 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1 711 | 4,97 | 159 | 3,27 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2 641 | −11,17 | 245 | −12,54 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 14 771 | −2,46 | 1 370 | −3,93 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 600 | 0,00 | 56 | −1,79 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 4 568 | −8,09 | 424 | −9,42 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 2 505 | −1,34 | 232 | −2,93 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 36 620 | −3,48 | 3 396 | −4,93 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 58 971 | 0,36 | 5 469 | −1,16 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 138 278 | −15,80 | 12 824 | −17,07 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 893 614 | 4,60 | 82 874 | 3,02 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Financial Management Network Inc | 5 592 | −6,30 | 525 | −6,09 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 9 225 | 0,02 | 855 | −1,50 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 38 931 | −0,86 | 3 610 | −2,35 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 18 767 | 21,42 | 1 740 | 19,59 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2 564 | 238 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1 844 | 0,00 | 171 | −1,16 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 184 | 0,00 | 17 | 0,00 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Allstate Corp | 58 372 | 0,00 | 5 413 | −1,51 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 41 479 | −7,80 | 3 847 | −9,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 12 676 | −11,80 | 1 176 | −13,16 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 3 282 | −0,12 | 304 | −1,62 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 45 768 | −5,51 | 4 276 | −6,25 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2 754 | −9,14 | 255 | −10,53 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 226 716 | −3,36 | 21 026 | −4,82 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 3 081 | 3,49 | 286 | 1,79 | ||||
| 2026-02-13 | 13F | Barclays Plc | 529 659 | 5,87 | 49 873 | 4,78 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 4 122 | 2,21 | 382 | 0,79 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 3 400 | 315 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 34 | 3 | ||||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 37 383 | 6,89 | 3 467 | 5,25 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 10 752 | 8,91 | 997 | 7,32 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2 993 | 278 | ||||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 2 712 | 0,00 | 252 | −1,57 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 30 132 | 61,19 | 2 794 | 58,75 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2 534 | 10,51 | 235 | 9,30 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 21 798 | 1 822 | ||||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 8 949 | 5,63 | 830 | 4,02 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 26 575 | 0,52 | 2 465 | −1,00 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 30 354 | 86,98 | 2 815 | 84,23 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 9 851 | 0,41 | 914 | −1,08 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 2 350 | 0,00 | 218 | −1,81 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 12 524 | −0,46 | 1 162 | −1,94 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 22 228 | 86,54 | 2 061 | 83,60 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 20 602 | −17,61 | 1 940 | −18,46 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 24 765 | −3,15 | 2 297 | −4,61 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 443 495 | −12,99 | 226 645 | −14,27 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 212 459 | −76,22 | 19 703 | −76,58 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 7 134 | 0,00 | 662 | −1,49 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 426 378 | 50,94 | 39 542 | 48,67 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 2 900 | −61,92 | 269 | −62,62 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4 401 | 0,64 | 408 | −0,73 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 9 061 | 0,00 | 840 | −1,52 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 28 495 | −0,61 | 2 643 | −2,11 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 4 075 | 1,32 | 378 | −0,26 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 169 816 | −3,79 | 15 749 | −5,24 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 113 956 | −4,45 | 10 568 | −5,89 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 105 812 | −3,48 | 9 813 | −4,94 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 388 | 0,00 | 36 | −2,78 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 4 706 | −3,74 | 436 | −5,22 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 7 506 | 100,00 | 701 | 98,58 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 179 532 | 2,70 | 16 650 | 1,15 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 26 616 | 3,38 | 2 468 | 1,82 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 3 400 | 0,00 | 315 | −1,56 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1 300 | 0,00 | 121 | −1,64 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 6 452 | −23,30 | 598 | −24,49 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 15 106 | −8,63 | 1 | 0,00 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 28 639 | −1,49 | 2 656 | −3,00 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 1 700 | 18,30 | 158 | 16,30 | ||||
| 2026-04-21 | 13F | GFG Capital, LLC | 15 804 | −14,86 | 1 466 | −16,14 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 187 090 | −22,52 | 17 351 | −23,69 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 8 466 | 14,39 | 785 | 12,79 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 92 811 | 8 607 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 10 712 | 0,00 | 993 | −1,49 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3 904 | 362 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 2 493 | 0,44 | 231 | −0,86 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3 028 | 0,30 | 281 | −1,41 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 800 500 | 74 238 | ||||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 4 161 | −11,18 | 386 | −12,70 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 2 072 | 0,00 | 192 | −1,54 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 93 655 | 9,94 | 8 819 | 8,81 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 44 448 | −0,62 | 4 122 | −2,11 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 29 571 | 4,51 | 2 739 | 2,82 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 541 | 0,00 | 50 | 0,00 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 2 948 | 0,00 | 273 | −1,44 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 33 307 | 1,57 | 3 089 | 0,03 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 14 500 | −18,43 | 1 345 | −19,67 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 30 899 | 0,00 | 2 909 | 0,00 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 84 546 | −6,27 | 7 841 | −7,69 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 329 668 | 17,58 | 30 573 | 15,81 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 2 585 | 44,09 | 240 | 42,26 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 167 481 | −0,31 | 15 532 | −1,81 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 164 703 | 1 799,91 | 15 275 | 1 771,81 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 5 267 | 0,00 | 488 | −1,41 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 3 | 0 | ||||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 7 965 | −5,64 | 739 | −7,05 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 4 000 | −27,27 | 371 | −28,43 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2 488 | −26,37 | 231 | −27,67 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 18 133 | −0,09 | 1 682 | −1,58 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 218 582 | −1,60 | 20 271 | −3,08 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3 219 933 | −22,63 | 298 617 | −23,80 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4 039 | 2,59 | 375 | 1,08 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 13 349 | 0,39 | 1 238 | −1,12 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 21 282 | −75,25 | 1 974 | −75,63 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 74 429 | 0,18 | 6 904 | −1,33 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 24 851 | −0,78 | 2 305 | −2,29 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 7 835 | −75,44 | 727 | −76,03 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 11 | 0,00 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Mandatum Life Insurance Co Ltd | 41 527 | 0,00 | 3 851 | −1,51 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 17 178 | −31,85 | 1 593 | −32,87 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 4 730 | −1,91 | 439 | −3,52 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4 482 760 | −3,99 | 415 731 | −5,44 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 2 454 | 4,25 | 228 | 2,71 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 1 293 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4 207 | 13,70 | 390 | 12,07 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 7 380 | −3,34 | 684 | −4,74 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8 637 | 0,22 | 801 | −1,36 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 172 101 | −0,58 | 15 961 | −2,08 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 2 716 | −25,75 | 252 | −27,03 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 216 124 | −3,74 | 20 043 | −5,20 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5 130 | −0,12 | 476 | −1,66 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 301 846 | −5,10 | 28 422 | −5,10 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 3 976 | 0,00 | 369 | −2,65 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 37 035 | 1 440,56 | 3 469 | 1 434,51 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4 791 | 0,36 | 444 | −1,11 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | W Advisors, Llc | 6 953 | 1,30 | 645 | −0,31 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 106 608 | 0,10 | 9 887 | −1,41 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 9 502 | −74,71 | 881 | −75,09 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 26 286 | 141,96 | 2 438 | 138,45 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 58 833 | 4,93 | 5 456 | 3,35 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 11 049 | −50,50 | 1 025 | −51,26 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 1 127 | 0,00 | 105 | −1,89 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 4 455 | 19,63 | 413 | 18,00 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 5 811 | 0,00 | 539 | −1,65 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 49 279 | −59,86 | 4 570 | −60,46 | ||||
| 2026-05-11 | 13F | Empire Life Investments Inc. | 13 547 | 1 255 | ||||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 7 427 | −0,31 | 689 | −1,85 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 44 726 | 11,15 | 4 148 | 9,48 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 22 610 | −4,28 | 2 097 | −5,76 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6 964 | −30,88 | 646 | −31,96 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 13 440 | −3,44 | 1 246 | −4,89 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 53 118 | 327,54 | 5 | 300,00 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 12 059 | −7,64 | 1 135 | −9,27 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 103 366 | 0,73 | 9 586 | 19,05 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 10 248 | −0,29 | 950 | −1,76 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 98 668 | −0,17 | 9 150 | −1,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 55 | 5 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 27 174 | 2,45 | 2 520 | 0,92 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 3 248 | −5,47 | 306 | −5,26 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19 286 | −7,89 | 1 789 | −9,28 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 203 693 | −3,78 | 18 598 | −6,72 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 9 010 | 14,54 | 836 | 12,84 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 11 507 | 5,32 | 1 067 | 3,79 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6 206 | 0,42 | 576 | −1,03 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 30 | 0,00 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 3 900 | 0,00 | 362 | −1,63 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 2 298 | −11,34 | 213 | −12,70 |
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