Grundläggande statistik
| Institutionella ägare | 1344 total, 1341 long only, 1 short only, 2 long/short - change of −4,14% MRQ |
| Genomsnittlig portföljallokering | 2.0371 % - change of −8,99% MRQ |
| Institutionella aktier (lång) | 181 786 089 (ex 13D/G) - change of −14,71MM shares −3,97% MRQ |
| Institutionellt värde (lång) | $ 16 643 577 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) har 1344 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 181,786,089 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Fmr Llc, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, BlackRock, Inc., Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, and Catalyst Capital Advisors LLC .
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
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-10-09 | 13F | Divergent Planning, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 271 919 | 1,76 | 25 604 | 0,71 | ||||
| 2025-11-14 | 13F | Sentinus, LLC | 3 458 | 0,44 | 329 | 1,55 | ||||
| 2026-01-09 | 13F | Post Resch Tallon Group Inc. | 7 358 | 1,38 | 693 | 0,29 | ||||
| 2026-01-13 | 13F | Guerra Pan Advisors, Llc | 67 919 | −1,21 | 6 395 | −2,22 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4 249 | 0,00 | 400 | −0,99 | ||||
| 2025-11-07 | 13F | Centennial Bank/AR/ | 258 | 0,00 | 25 | 0,00 | ||||
| 2025-12-29 | 13F | Swiss Life Asset Management Ltd | 0 | −100,00 | 0 | |||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 29 836 | 28,07 | 2 809 | 26,76 | ||||
| 2025-10-31 | 13F | Fairman Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-04 | 13F | Jones Financial Companies Lllp | 866 788 | 19,67 | 81 946 | 21,64 | ||||
| 2025-11-13 | 13F | Franklin Resources Inc | 58 713 | −0,50 | 5 586 | 0,83 | ||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 32 390 | 3 050 | ||||||
| 2025-11-12 | 13F | Integrated Advisors Network LLC | 19 042 | 3,75 | 1 812 | 5,17 | ||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 175 676 | 0,16 | 16 714 | 1,52 | ||||
| 2026-01-12 | 13F | ONE Advisory Partners, LLC | 6 991 | −10,83 | 658 | −10,96 | ||||
| 2025-11-13 | 13F/A | Cynosure Management, Llc | 42 424 | 16,81 | 4 036 | 18,39 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 28 296 | 7,00 | 2 664 | 6,05 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 5 664 | 0,00 | 533 | −0,93 | ||||
| 2025-11-14 | 13F | Keebeck Wealth Management, LLC | 23 578 | −8,74 | 2 243 | −7,51 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 39 679 | 2,06 | 3 736 | 1,19 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 468 | 1 690,24 | 138 | 1 871,43 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 5 004 | −11,67 | 471 | −12,45 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 5 441 | 0,00 | 512 | −0,97 | ||||
| 2025-11-25 | 13F | KERR FINANCIAL PLANNING Corp | 5 914 | 558 | ||||||
| 2026-02-06 | 13F | Insight Inv LLC | 13 425 | 17,97 | 1 264 | 16,82 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 15 802 | −0,92 | 1 488 | −1,98 | ||||
| 2026-01-23 | 13F | Dara Capital Us, Inc. | 5 749 | 542 | ||||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 8 970 | 9,31 | 845 | 8,21 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 401 | 0,25 | 38 | −2,63 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 19 571 | 0,94 | 1 843 | −0,11 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 123 619 | −9,46 | 11 640 | −10,39 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 5 353 | −9,06 | 504 | −9,84 | ||||
| 2025-11-14 | 13F | Fca Corp /tx | 3 258 | 0,15 | 310 | 1,31 | ||||
| 2026-01-29 | 13F | Managed Asset Portfolios, Llc | 4 918 | 463 | ||||||
| 2025-11-14 | 13F | Sittner & Nelson, Llc | 216 | 0,00 | 21 | 0,00 | ||||
| 2025-11-14 | 13F | Creative Planning | 263 666 | −1,08 | 25 085 | 0,26 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 18 | 12,50 | 2 | 0,00 | ||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 5 247 | −92,62 | 499 | −92,53 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 8 168 | −1,26 | 769 | −2,16 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 8 441 | 0,14 | 795 | −0,87 | ||||
| 2025-11-03 | 13F | Principle Wealth Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 10 582 | −1,85 | 996 | −2,83 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 2 865 | 0,00 | 272 | 0,00 | ||||
| 2025-11-05 | 13F | Collier Financial | 89 | −34,56 | 8 | −33,33 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 3 700 | 10,41 | 348 | 9,43 | ||||
| 2025-11-10 | 13F | Thoroughbred Financial Services, Llc | 14 424 | −2,53 | 1 | 0,00 | ||||
| 2026-01-16 | 13F | Cassia Capital Partners, LLC | 227 493 | 4,72 | 21 423 | 3,65 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 10 642 | 0,23 | 1 002 | −0,79 | ||||
| 2026-02-04 | 13F | Summit Investment Advisory Services, LLC | 24 090 | −2,39 | 2 268 | −3,41 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 10 702 | 0,65 | 1 008 | −0,40 | ||||
| 2025-10-30 | 13F | Rakuten Investment Management, Inc. | 102 883 | −4,19 | 9 745 | −2,14 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 14 442 | −0,26 | 1 360 | −1,31 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 32 791 | −3,15 | 3 088 | −4,16 | ||||
| 2025-11-13 | 13F | Johnson Financial Group, Inc. | 33 885 | 11,34 | 3 224 | 12,85 | ||||
| 2025-11-07 | 13F | Beta Wealth Group, Inc. | 12 589 | 1 198 | ||||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 2 807 | −12,72 | 264 | −13,44 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 156 430 | −5,16 | 14 729 | −6,14 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 4 669 005 | −8,80 | 439 634 | −9,74 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 3 542 | 0,23 | 334 | −0,89 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 150 453 | −1,60 | 14 167 | −2,61 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 23 100 | 2 198 | ||||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 122 | 11,93 | 12 | 10,00 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 57 225 | −0,66 | 5 388 | −1,68 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 20 864 | 3,74 | 1 965 | 2,67 | ||||
| 2025-11-12 | 13F | FineMark National Bank & Trust | 3 379 | −1,97 | 321 | −0,62 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 4 770 | −26,35 | 454 | −25,49 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 2 963 | 0 | ||||||
| 2025-10-21 | 13F | Fountainhead AM, LLC | 5 576 | 0,41 | 530 | 1,73 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2 241 | 0,00 | 208 | 0,97 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 36 212 | 5 566,98 | 3 410 | 5 581,67 | ||||
| 2026-01-14 | 13F | Eastern Bank | 66 | −81,97 | 6 | −82,35 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 5 707 | −0,51 | 537 | −1,47 | ||||
| 2025-11-05 | 13F | Soundwatch Capital LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 2 526 | 0,00 | 238 | −1,25 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 6 167 | −1,94 | 587 | 5,02 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 8 | 1 | ||||||
| 2025-11-14 | 13F | SRS Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Stokes Family Office, LLC | 4 722 | 17,00 | 449 | 18,78 | ||||
| 2025-11-13 | 13F | Winthrop Capital Management, LLC | 116 373 | 4,32 | 11 | 10,00 | ||||
| 2026-01-27 | 13F | Cardinal Strategic Wealth Guidance | 36 301 | 0,38 | 3 418 | −0,64 | ||||
| 2025-11-07 | 13F | Eq Llc | 6 143 | −11,00 | 584 | −9,74 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 93 831 | −2,54 | 8 860 | −0,78 | ||||
| 2025-11-13 | 13F | Mark Sheptoff Financial Planning, Llc | 334 | 0,00 | 32 | 0,00 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 505 973 | 1,43 | 48 138 | 2,80 | ||||
| 2026-01-28 | 13F | Badgley Phelps Wealth Managers, LLC | 2 973 | 10,11 | 280 | 8,98 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 15 243 | −1,42 | 1 435 | −2,45 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 23 050 | 0,14 | 2 170 | 1,45 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 3 974 | 0,00 | 374 | −1,06 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 181 | −4,23 | 17 | −5,56 | ||||
| 2026-02-04 | 13F | Strait & Sound Wealth Management LLC | 12 034 | −4,69 | 1 133 | −5,66 | ||||
| 2025-11-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Quent Capital, LLC | 117 | 30,00 | 11 | 37,50 | ||||
| 2025-11-12 | 13F | BlackRock, Inc. | 4 713 785 | 3,59 | 448 470 | 4,99 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 5 768 | 23,56 | 543 | 22,30 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 5 703 | 537 | ||||||
| 2026-01-23 | 13F | Asset Advisors Investment Management, LLC | 172 019 | 1,45 | 16 197 | 0,40 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 5 087 | −18,29 | 482 | −18,20 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 229 | 22 | ||||||
| 2025-11-12 | 13F | Symphony Financial Services, Inc. | 25 662 | 23,00 | 2 441 | 24,67 | ||||
| 2025-11-14 | 13F | Fiduciary Trust Co | 45 371 | 0,67 | 4 317 | 2,03 | ||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 57 965 | 4,34 | 5 458 | 3,27 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 44 988 | −0,36 | 4 236 | −1,37 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 66 247 | −0,22 | 6 | 0,00 | ||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 18 307 | 25,94 | 1 742 | 27,64 | ||||
| 2025-10-22 | 13F | Commonwealth Equity Services, Llc | 2 036 321 | −7,54 | 194 | −6,31 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 242 057 | −1,67 | 23 | −4,35 | ||||
| 2026-01-26 | 13F | Moran Wealth Management, LLC | 8 683 | 818 | ||||||
| 2026-01-28 | 13F | Arkansas Financial Group, Inc. | 41 464 | −1,22 | 3 904 | −2,23 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-11-13 | 13F | Capital Group Private Client Services, Inc. | 2 105 | 200 | ||||||
| 2026-01-15 | 13F/A | Sherman Wealth Management LLC | 30 410 | 2 863 | ||||||
| 2026-01-26 | 13F | Berkeley, Inc | 5 012 | 0,00 | 472 | −1,05 | ||||
| 2025-11-12 | 13F | Steward Partners Investment Advisory, Llc | 704 580 | 0,55 | 67 034 | 1,91 | ||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 16 895 | −1,00 | 1 607 | 0,37 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 74 187 | −0,85 | 6 985 | −1,87 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 128 541 | −4,91 | 12 066 | −4,69 | ||||
| 2025-11-14 | 13F | Ancora Advisors, LLC | 110 582 | 3,17 | 10 521 | 4,56 | ||||
| 2025-11-14 | 13F | Empower Advisory Group, LLC | 3 074 | 26,24 | 292 | 28,07 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 101 023 | −3,44 | 9 483 | −3,21 | ||||
| 2026-01-08 | 13F | Legacy Private Trust Co. | 42 723 | −0,21 | 4 023 | −1,25 | ||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 15 144 | −0,68 | 1 426 | −1,72 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 30 576 | −12,50 | 2 879 | −13,39 | ||||
| 2026-01-07 | 13F | VERITY Wealth Advisors | 12 102 | 0,00 | 1 140 | −1,04 | ||||
| 2026-01-26 | 13F | Invested Advisors | 3 844 | 362 | ||||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 767 | 0,00 | 72 | 0,00 | ||||
| 2025-11-17 | 13F | WJ Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 164 178 | −1,31 | 15 459 | −2,33 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 5 135 | 8,63 | 484 | 7,57 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 5 688 | 80,69 | 536 | 78,93 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 29 455 | −4,58 | 2 773 | −5,55 | ||||
| 2026-01-27 | 13F | Sterling Investment Counsel, LLC | 3 938 | 23,49 | 367 | 20,79 | ||||
| 2025-11-12 | 13F | Blair William & Co/il | 83 185 | −6,23 | 7 914 | −4,96 | ||||
| 2025-11-10 | 13F | Td Asset Management Inc | 2 182 | −0,05 | 208 | 1,47 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-10-14 | 13F | Dohj, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 90 771 | −0,83 | 8 547 | −1,86 | ||||
| 2025-11-07 | 13F | Phillips Wealth Planners LLC | 3 672 | 1,13 | 349 | 2,95 | ||||
| 2025-11-12 | 13F | Boston Family Office Llc | 3 350 | 0 | ||||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | −100,00 | 0 | |||||
| 2026-01-09 | 13F | Diversified Trust Co | 24 006 | 0,93 | 2 260 | −0,09 | ||||
| 2025-11-14 | 13F | Green Square Capital Advisors Llc | 2 463 | 0,00 | 231 | 0,00 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 225 | 0,00 | 21 | 0,00 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-11-04 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-12 | 13F | Truepoint, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-13 | 13F | Graney & King, LLC | 865 | 0,00 | 82 | 1,23 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 368 | −39,27 | 35 | −40,35 | ||||
| 2026-02-04 | 13F | Garrett Wealth Advisory Group, LLC | 112 093 | −2,14 | 10 555 | −3,15 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 3 139 | 0,19 | 299 | 1,71 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 105 520 | −5,63 | 9 936 | −6,60 | ||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 1 987 | 0,20 | 189 | 1,61 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 5 001 | −6,14 | 471 | −7,11 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6 528 | 11,99 | 615 | 10,83 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 9 738 | −0,85 | 926 | 0,54 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 27 669 | −0,22 | 2 605 | −1,25 | ||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 3 762 161 | −19,73 | 357 932 | −18,64 | ||||
| 2026-01-21 | 13F | Erickson Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-10-23 | 13F | Guidance Point Advisors, LLC | 10 919 | −3,80 | 1 039 | −2,54 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 1 173 137 | 4,58 | 111 612 | 6,00 | ||||
| 2025-11-07 | 13F | Calton & Associates, Inc. | 39 959 | −1,40 | 3 802 | −0,08 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 57 812 | 43,69 | 5 419 | 43,49 | ||||
| 2025-11-04 | 13F | Cooper/haims Advisors, Llc | 2 194 | 0,00 | 209 | 1,46 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 23 600 | 24,87 | 2 215 | 25,14 | ||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 12 191 | 5,22 | 1 148 | 4,08 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 47 | 4 | ||||||
| 2025-11-10 | 13F | Cowa, Llc | 20 018 | 0,07 | 1 905 | 1,44 | ||||
| 2025-11-12 | 13F | Journey Strategic Wealth Llc | 44 220 | −2,22 | 4 207 | −0,90 | ||||
| 2026-01-21 | 13F | Perfromance Wealth Partners, LLC | 35 861 | 9,41 | 3 377 | 8,27 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 13 259 | −7,32 | 1 248 | −8,30 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 5 334 | 0,00 | 502 | −0,99 | ||||
| 2025-11-13 | 13F | Allred Capital Management, LLC | 67 738 | 0,01 | 6 445 | 1,37 | ||||
| 2025-11-14 | 13F | Ameriprise Financial Inc | 2 591 072 | −10,43 | 247 131 | −9,02 | ||||
| 2026-01-14 | 13F | EdgeRock Capital LLC | 7 846 | 0,00 | 739 | −1,07 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 21 424 | −1,43 | 2 017 | −2,42 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 106 499 | 0,03 | 10 028 | −1,01 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-10-06 | 13F | Puff Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 5 610 | 0,00 | 528 | −0,94 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 85 277 | 5,69 | 8 030 | 4,60 | ||||
| 2025-10-23 | 13F | Sarver Vrooman Wealth Advisors | 32 980 | 4,95 | 3 138 | 6,38 | ||||
| 2025-11-12 | 13F | Trustmark National Bank Trust Department | 18 294 | −3,69 | 1 740 | −2,36 | ||||
| 2026-01-07 | 13F | Sandbox Financial Partners, LLC | 2 856 | −0,10 | 269 | −1,47 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 7 149 | −3,31 | 673 | −4,27 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 254 | −69,02 | 20 | −75,00 | ||||
| 2025-11-14 | 13F | Two Sigma Investments, Lp | 2 733 400 | 26,07 | 260 056 | 27,77 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 691 | −1,43 | 1 854 | −2,42 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 10 363 | −3,84 | 976 | −4,88 | ||||
| 2026-02-06 | 13F | AAFCPAs Wealth Management, LLC | 10 564 | 0,41 | 995 | −0,60 | ||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 98 941 | 0,32 | 9 413 | 1,69 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6 684 | 42,91 | 627 | 46,84 | ||||
| 2025-08-12 | NP | KADIX - Kensington Active Advantage Fund Institutional Class Shares | 23 980 | 2 251 | ||||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 2 125 | 0,00 | 200 | −0,99 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 40 382 | −4,31 | 3 802 | −5,28 | ||||
| 2025-11-14 | 13F | Kestra Advisory Services, LLC | 266 139 | −1,96 | 25 321 | −0,64 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Icon Wealth Advisors, LLC | 28 698 | 19,47 | 2 730 | 21,12 | ||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 31 990 | −1,91 | 3 012 | −2,90 | ||||
| 2026-02-09 | 13F/A | Mann Financial Group, Inc. | 72 324 | −11,64 | 6 810 | −12,54 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 22 994 | −0,13 | 2 165 | −1,14 | ||||
| 2025-11-04 | 13F | ESL Trust Services, LLC | 595 | −41,26 | 57 | −41,05 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 90 904 | 16,51 | 8 560 | 15,30 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 670 | 0 | ||||||
| 2025-11-17 | 13F/A | Proficio Capital Partners LLC | 2 800 | 0,00 | 266 | 1,53 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 1 676 | 22,25 | 158 | 20,77 | ||||
| 2025-11-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 118 000 | −62,89 | 11 227 | −62,39 | ||||
| 2025-11-14 | 13F | Virtus ETF Advisers LLC | 36 | −18,18 | 3 | −25,00 | ||||
| 2025-11-12 | 13F | Argent Trust Co | 2 633 | −18,05 | 251 | −16,94 | ||||
| 2026-02-05 | 13F | Beese Fulmer Investment Management, Inc. | 2 442 | 0,00 | 230 | −1,29 | ||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 5 679 | −9,48 | 537 | −9,60 | ||||
| 2025-10-30 | 13F | Select Asset Management & Trust | 70 420 | 0,00 | 7 | 0,00 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 7 574 | −33,13 | 721 | −32,27 | ||||
| 2025-11-14 | 13F | W Advisors, Llc | 7 715 | −2,63 | 734 | −1,21 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 31 339 | −7,43 | 2 951 | −8,41 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 5 808 | −7,04 | 547 | −8,08 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 13 | 1 | ||||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 615 | 58 | ||||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 19 837 | −2,24 | 1 868 | −3,26 | ||||
| 2025-11-18 | 13F | Vertex Planning Partners, LLC | 7 059 | 11,66 | 672 | 13,15 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 20 700 | −2,76 | 1 949 | −3,75 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 223 | 0,00 | 21 | 5,00 | ||||
| 2026-01-21 | 13F | Ccg Wealth Management, Llc | 16 047 | 0,00 | 1 511 | −1,05 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 7 485 | 0,00 | 705 | −1,12 | ||||
| 2026-01-22 | 13F | Wetzel Investment Advisors, Inc. | 14 571 | −0,62 | 1 372 | −1,58 | ||||
| 2026-01-08 | 13F | Agate Pass Investment Management, LLC | 5 832 | 0,00 | 549 | −0,90 | ||||
| 2026-01-23 | 13F | Kelly Financial Group Llc | 89 272 | 4,46 | 8 406 | 3,37 | ||||
| 2025-11-07 | 13F | Founders Financial Alliance, LLC | 3 366 | 52,58 | 320 | 54,59 | ||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 4 943 | −20,27 | 465 | −21,05 | ||||
| 2026-02-07 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 3 238 | −3,29 | 305 | −4,40 | ||||
| 2026-01-21 | 13F | Cidel Asset Management Inc | 6 760 | −7,21 | 637 | −8,09 | ||||
| 2026-02-07 | 13F | Allium Financial Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-12 | 13F | WASHINGTON TRUST Co | 3 850 | 0,00 | 366 | 1,39 | ||||
| 2025-11-13 | 13F | Wealth Watch Advisors, INC | 112 | 11 | ||||||
| 2025-11-03 | 13F | Little House Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | Call | 19 000 | −28,84 | 1 808 | −27,89 | |||
| 2026-01-15 | 13F | Wealth Quarterback LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Gibson Capital, LLC | 5 346 | −9,07 | 503 | −10,02 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | Put | 75 600 | 52,42 | 7 193 | 54,50 | |||
| 2025-11-06 | 13F | Camden National Bank | 55 763 | 0,31 | 5 305 | 1,67 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 53 371 | 468,14 | 5 078 | 476,28 | ||||
| 2026-02-05 | 13F | Berman McAleer LLC | 28 077 | −2,58 | 2 644 | −3,61 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 3 040 | 0,03 | 286 | −1,04 | ||||
| 2025-10-29 | 13F | Inspire Advisors, LLC | 4 751 | 7,22 | 452 | 8,92 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 31 020 | 0,27 | 2 922 | −0,78 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 56 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Motco | 38 | 0,00 | 4 | 0,00 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 45 153 | −0,05 | 4 296 | 1,30 | ||||
| 2026-01-22 | 13F | Ridgecrest Wealth Partners, Llc | 6 187 | 0,00 | 583 | −1,02 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 51 958 | 177 | ||||||
| 2025-11-14 | 13F | Tolleson Wealth Management, Inc. | 9 890 | −1,35 | 941 | −0,11 | ||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 181 376 | −2,01 | 17 256 | −0,68 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-13 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 854 348 | −5,24 | 80 445 | −6,22 | ||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 2 461 | 0,41 | 232 | −0,86 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 573 795 | 4,40 | 54 029 | 3,32 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Hicks Capital Management Llc | 23 532 | 0,03 | 2 216 | −1,03 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 2 175 | −0,73 | 205 | −1,44 | ||||
| 2026-01-20 | 13F | HMV Wealth Advisors, LLC | 2 681 | 0,00 | 252 | −1,18 | ||||
| 2025-11-05 | 13F | Wescott Financial Advisory Group, LLC | 16 161 | −1,19 | 1 538 | 0,13 | ||||
| 2026-01-29 | 13F | UBS Group AG | 3 418 226 | −3,60 | 321 860 | −4,60 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 1 937 | 182 | ||||||
| 2025-11-03 | 13F | Private Wealth Asset Management, LLC | 885 | 0,00 | 84 | 1,20 | ||||
| 2025-11-04 | 13F | Umb Bank N A/mo | 39 863 | 56,97 | 3 793 | 59,13 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 7 270 | −3,80 | 685 | −4,74 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 307 678 | 3,74 | 28 971 | 2,67 | ||||
| 2025-10-27 | 13F | Unified Investment Management | 2 227 | 212 | ||||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 7 514 | 0,00 | 708 | −0,98 | ||||
| 2025-10-21 | 13F | Simon Quick Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-27 | 13F | Darrow Company, Inc. | 174 806 | 1,38 | 16 460 | 0,82 | ||||
| 2026-01-29 | 13F | New Hampshire Trust | 5 645 | 0,00 | 532 | −1,12 | ||||
| 2026-02-02 | 13F | Syntax Research, Inc. | 16 234 | 7,49 | 1 529 | 6,41 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 28 435 | −19,82 | 2 794 | −17,20 | ||||
| 2025-11-14 | 13F | Prosperity Consulting Group, LLC | 9 220 | 877 | ||||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | 3 473 696 | −5,05 | 330 487 | −3,77 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 7 520 | −38,27 | 708 | −38,86 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 491 | 0,00 | 46 | 0,00 | ||||
| 2025-11-14 | 13F | Shelton Capital Management | 5 004 | 0,00 | 476 | 1,49 | ||||
| 2025-11-20 | 13F/A | BRYN MAWR TRUST Co | 2 520 | −57,25 | 240 | −56,78 | ||||
| 2026-01-27 | 13F | Hobart Private Capital, LLC | 4 173 | 5,41 | 393 | 4,26 | ||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 440 | 0,16 | 232 | 1,32 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 13 397 | 1,90 | 1 261 | 0,88 | ||||
| 2026-01-26 | 13F | Bernardo Wealth Planning LLC | 20 938 | −0,82 | 1 972 | −1,84 | ||||
| 2025-10-01 | 13F | Rowland & Co Investment Counsel/adv | 3 632 | 0,00 | 346 | 1,47 | ||||
| 2025-11-13 | 13F | Pacific Center for Financial Services | 238 345 | −0,62 | 22 676 | 0,72 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 22 113 | 1,25 | 2 082 | 0,24 | ||||
| 2025-11-10 | 13F | Waddell & Associates, Llc | 6 470 | 0,00 | 616 | 1,32 | ||||
| 2025-11-06 | 13F | Moment Partners, LLC | 5 088 | 0,00 | 484 | 1,47 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-13 | 13F | BTG Pactual Asset Management US LLC | 1 760 | 0,00 | 165 | 0,00 | ||||
| 2025-11-06 | 13F | Integrity Financial Corp /WA | 2 797 | 2,15 | 266 | 3,50 | ||||
| 2025-10-30 | 13F | Outlook Wealth Advisors, LLC | 4 142 | 0,00 | 394 | 1,55 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3 890 | 366 | ||||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 17 441 | −0,11 | 1 659 | 1,28 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 37 148 | 0,91 | 3 498 | −0,14 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 14 749 | −20,13 | 1 389 | −19,72 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 12 114 | 8,48 | 1 139 | 7,06 | ||||
| 2025-11-14 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 1 082 | 0,00 | 102 | −0,98 | ||||
| 2025-10-15 | 13F | Defined Financial Planning LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 1 522 | 0,40 | 143 | −0,69 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 7 408 | −1,75 | 701 | −2,23 | ||||
| 2025-11-12 | 13F | Hibernia Wealth Partners, LLC | 38 162 | −49,89 | 3 631 | −49,22 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 25 375 | −2,60 | 2 389 | −3,59 | ||||
| 2025-11-17 | 13F | Financial Engines Advisors L.L.C. | 4 070 | 10,06 | 387 | 11,53 | ||||
| 2025-11-20 | 13F | Maven Securities LTD | 0 | −100,00 | 0 | |||||
| 2026-01-08 | 13F | Financial Management Network Inc | 5 968 | −3,16 | 559 | −4,62 | ||||
| 2026-01-15 | 13F | Bourgeon Capital Management Llc | 3 900 | 0,00 | 367 | −1,08 | ||||
| 2025-11-13 | 13F | Natixis Advisors, L.p. | 29 275 | 6,27 | 3 | 0,00 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Advocacy Wealth Management Services, LLC | 2 472 | 0,00 | 235 | 1,29 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 22 744 | 6,36 | 2 142 | 5,26 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 462 542 | 3,90 | 44 015 | 3,92 | ||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 23 620 | −3,28 | 2 224 | −4,26 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 15 002 | −19,62 | 1 424 | −18,21 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 214 | −7,76 | 20 | −9,09 | ||||
| 2026-01-05 | 13F | Roxbury Financial LLC | 4 565 | 0,29 | 430 | −0,92 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 18 763 | −7,10 | 1 767 | −8,07 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 2 843 | 0,00 | 268 | −1,11 | ||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 2 935 | 0,00 | 276 | −1,08 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 898 946 | 62,13 | 85 526 | 64,32 | ||||
| 2026-01-26 | 13F | Foster Victor Wealth Advisors, LLC | 2 632 | 0,00 | 249 | −0,80 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 1 033 | 376,04 | 97 | 385,00 | ||||
| 2025-11-12 | 13F | Weaver Consulting Group | 39 842 | −1,21 | 3 791 | 0,13 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 4 611 | −0,50 | 434 | −1,36 | ||||
| 2026-01-27 | 13F | Round Rock Advisors, LLC | 45 938 | −4,32 | 4 325 | −5,30 | ||||
| 2026-01-22 | 13F | City Holding Co | 81 | 0,00 | 8 | 0,00 | ||||
| 2025-11-12 | 13F | Perennial Investment Advisors, LLC | 13 861 | −1,02 | 1 319 | 0,30 | ||||
| 2026-01-29 | 13F | Comerica Bank | 186 307 | −8,15 | 17 543 | −9,10 | ||||
| 2025-12-17 | 13F/A | Strategic Investment Advisors / MI | 428 | −98,20 | 2 132 | −4,48 | ||||
| 2025-09-26 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 28 916 | −85,42 | 2 678 | −85,42 | ||||
| 2026-01-28 | 13F | White Pine Investment CO | 130 874 | 0,68 | 12 | 0,00 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 15 283 | −4,36 | 1 454 | −3,00 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 322 060 | −12,35 | 30 325 | −13,21 | ||||
| 2026-02-06 | 13F | Coldstream Capital Management Inc | 3 703 | 0,00 | 349 | −1,14 | ||||
| 2025-11-14 | 13F | Blue Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 51 | 0,00 | 5 | 0,00 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 87 776 | −0,24 | 8 351 | 1,10 | ||||
| 2025-10-31 | 13F | Acorn Wealth Advisors, LLC | 43 321 | −1,63 | 4 122 | −0,29 | ||||
| 2025-11-14 | 13F | Destination Wealth Management | 3 774 | −8,09 | 359 | −6,75 | ||||
| 2025-10-29 | 13F | Dynasty Wealth Management, Llc | 1 261 838 | 7,22 | 120 051 | 8,67 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 19 487 | −2,59 | 1 835 | −3,63 | ||||
| 2026-01-26 | 13F | LS Investment Advisors, LLC | 7 601 | −2,74 | 716 | −3,77 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 5 137 | 0,55 | 484 | −0,62 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 8 412 | 0,00 | 792 | −1,00 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 10 712 | −0,92 | 1 009 | −1,95 | ||||
| 2025-11-13 | 13F | Maia Wealth LLC | 12 153 | −4,98 | 1 135 | −5,50 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 21 218 | −3,16 | 2 019 | −1,85 | ||||
| 2026-01-27 | 13F | Emerald Advisors, LLC | 31 538 | −30,20 | 2 970 | −30,92 | ||||
| 2025-10-24 | 13F | Solidarilty Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 1 300 | 0,00 | 122 | −0,81 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 2 147 | 0,00 | 202 | −0,98 | ||||
| 2026-01-15 | 13F | Acima Private Wealth, Llc | 188 | 0,00 | 18 | 0,00 | ||||
| 2025-11-14 | 13F | Westwood Holdings Group Inc | 2 875 | 0,00 | 274 | 1,86 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | GFG Capital, LLC | 18 563 | −2,55 | 1 748 | −3,59 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 5 013 | −5,02 | 472 | −5,98 | ||||
| 2025-11-06 | 13F | IMA Wealth, Inc. | 149 | 0,00 | 14 | 7,69 | ||||
| 2026-01-29 | 13F | Inscription Capital, LLC | 14 592 | 0,03 | 1 374 | −1,01 | ||||
| 2025-11-03 | 13F | Saxon Interests, Inc. | 17 662 | −53,08 | 1 665 | −52,79 | ||||
| 2026-01-21 | 13F | Ergawealth Advisors, Inc. | 12 206 | −16,63 | 1 149 | −17,46 | ||||
| 2025-10-16 | 13F | Willner & Heller, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 17 713 | −0,97 | 1 668 | −2,00 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 383 | 0,00 | 36 | 0,00 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 46 939 | −49,70 | 4 420 | −50,22 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 80 000 | −58,97 | 7 533 | −65,81 | ||||
| 2026-01-30 | 13F | Smart Portfolios, LLC | 4 427 | −0,83 | 417 | −1,89 | ||||
| 2025-11-07 | 13F | Wealth Alliance | 5 873 | 10,08 | 559 | 11,60 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 98 840 | 3,19 | 9 307 | 2,13 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-11-13 | 13F | Fmr Llc | 10 191 385 | −3,70 | 969 608 | −2,40 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 14 500 | −1,29 | 1 365 | −2,29 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 38 829 | 2,31 | 3 656 | 1,27 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 4 223 | −0,78 | 398 | −1,73 | ||||
| 2025-11-04 | 13F | Hazlett, Burt & Watson, Inc. | 1 008 | 0,10 | 0 | |||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | High Probability Advisors, LLC | 382 490 | 4,35 | 36 015 | 3,27 | ||||
| 2025-11-14 | 13F | New England Asset Management Inc | 29 150 | 0,00 | 2 773 | 1,35 | ||||
| 2025-10-30 | 13F | Anchor Capital Advisors Llc | 2 877 | 0,24 | 274 | 1,49 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-10-27 | 13F | Creekside Partners | 16 645 | 0,07 | 1 584 | 1,41 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 34 685 | 14,28 | 3 266 | 13,09 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 20 424 | −2,49 | 1 923 | −3,46 | ||||
| 2025-11-03 | 13F | MTM Investment Management, LLC | 2 311 | −11,49 | 220 | −10,61 | ||||
| 2025-11-12 | 13F | Arrowroot Family Office, LLC | 10 295 | 0,68 | 979 | 2,09 | ||||
| 2025-11-14 | 13F | TRUE Private Wealth Advisors | 3 285 | −3,44 | 313 | −2,19 | ||||
| 2025-11-10 | 13F | Citigroup Inc | 303 960 | 65,75 | 28 919 | 68,00 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 1 293 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Cordatus Wealth Management LLC | 48 708 | 1,31 | 4 586 | 0,26 | ||||
| 2025-10-09 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 2 705 | 0,00 | 255 | −1,17 | ||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 8 472 | 24,22 | 798 | 22,99 | ||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 1 219 | 116 | ||||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 104 | 0,00 | 10 | 0,00 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 46 826 | −8,89 | 4 409 | −9,82 | ||||
| 2025-11-14 | 13F | Transamerica Financial Advisors, Inc. | 12 | 0,00 | 1 | 0,00 | ||||
| 2025-11-14 | 13F | Chilton Investment Co Llc | 21 500 | 2 046 | ||||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 171 | 0,00 | 16 | 0,00 | ||||
| 2026-01-23 | 13F | Castellan Group, LLC | 41 342 | 3 893 | ||||||
| 2026-01-21 | 13F | TPG Advisors LLC | 23 974 | 1,97 | 2 257 | 0,94 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 74 251 | 28,42 | 6 992 | 27,11 | ||||
| 2025-11-14 | 13F | Frederick Financial Consultants, LLC | 2 350 | 0,00 | 224 | 1,36 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 2 239 | 211 | ||||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 17 441 | 1 659 | ||||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 9 119 | −10,51 | 859 | −11,46 | ||||
| 2025-11-10 | 13F | Insight Advisors, LLC/ PA | 2 698 | −1,21 | 257 | 0,39 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 57 526 | −3,64 | 5 417 | −4,65 | ||||
| 2026-01-23 | 13F | Parthenon Llc | 6 174 | 0,00 | 581 | −1,02 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 2 912 | −5,33 | 274 | −6,16 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 67 | 6 | ||||||
| 2025-11-12 | 13F | Aptus Capital Advisors, LLC | 76 529 | 1,73 | 7 281 | 3,10 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 105 799 | −0,23 | 9 962 | −1,26 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 22 742 | 214,72 | 2 141 | 215,78 | ||||
| 2025-10-31 | 13F | CFS Investment Advisory Services, LLC | 15 526 | −9,20 | 1 467 | 146 600,00 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 179 301 | 15,98 | 16 831 | 16,24 | ||||
| 2026-01-27 | 13F | Cfm Wealth Partners Llc | 58 758 | 0,88 | 5 533 | −0,16 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 13 188 | −1,43 | 1 242 | −2,44 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2026-01-09 | 13F | Scott & Selber, Inc. | 2 160 | 0,05 | 203 | −0,98 | ||||
| 2026-01-26 | 13F | Nottingham Advisors, Inc. | 6 871 | −3,24 | 647 | −4,30 | ||||
| 2026-01-08 | 13F | Lincoln Capital LLC | 10 650 | 0,00 | 1 003 | −1,09 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 7 401 | −12,13 | 697 | −13,11 | ||||
| 2026-01-23 | 13F | Gw Henssler & Associates Ltd | 6 804 | −17,91 | 647 | −16,73 | ||||
| 2025-10-17 | 13F | Optivise Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-11-10 | 13F | Colonial Trust Advisors | 54 620 | 0,00 | 5 197 | 1,35 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 58 487 | −5,01 | 5 507 | −5,98 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 2 411 | 0,58 | 227 | −0,44 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 4 353 | 0,44 | 410 | −0,73 | ||||
| 2025-11-17 | 13F | Hancock Whitney Corp | 3 764 | −1,31 | 358 | 0,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 34 522 | −0,32 | 3 251 | −1,37 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 14 746 | −0,46 | 1 388 | −1,49 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 9 872 | −45,30 | 930 | −45,86 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 3 294 | −1,52 | 308 | −1,60 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 241 476 | 2,27 | 22 737 | 1,22 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 2 443 | 0,16 | 230 | −0,86 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 5 230 | 492 | ||||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 11 152 | −0,14 | 1 065 | 0,28 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 3 678 | −0,22 | 0 | |||||
| 2025-11-07 | 13F | Rothschild Investment Llc | 1 844 | 0,00 | 175 | 1,16 | ||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 229 | −63,54 | 22 | −63,79 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 6 175 | 0,00 | 581 | −1,02 | ||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 157 105 | 2,24 | 14 793 | 1,19 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 4 046 | 381 | ||||||
| 2025-10-23 | 13F | ShoreHaven Wealth Partners, LLC | 12 784 | −5,03 | 1 216 | −3,72 | ||||
| 2025-11-14 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 4 690 | 0,00 | 442 | −1,12 | ||||
| 2026-01-27 | 13F | Family Capital Trust Co | 820 | −98,79 | 77 | −98,81 | ||||
| 2025-11-04 | 13F | TFB Advisors LLC | 2 932 | −27,68 | 278 | −27,11 | ||||
| 2026-01-12 | 13F | ARS Wealth Advisors Group, LLC | 377 494 | −4,07 | 35 545 | −5,06 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1 348 | 0,00 | 127 | −1,56 | ||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Daiwa Securities Group Inc. | 35 800 | −5,79 | 3 | 0,00 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 4 496 | 3,69 | 423 | 2,67 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 10 062 | −83,07 | 947 | −83,25 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 36 125 | 0,33 | 3 402 | −0,70 | ||||
| 2025-11-06 | 13F | PCA Investment Advisory Services Inc. | 22 357 | 10,04 | 2 127 | 11,54 | ||||
| 2026-01-28 | 13F | Delta Wealth Advisors LLC | 36 591 | 5,82 | 3 445 | 4,74 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 27 478 | −3,94 | 2 587 | −4,92 | ||||
| 2025-10-23 | 13F | Clarity Capital Advisors, LLC | 2 583 | 0,39 | 246 | 1,66 | ||||
| 2025-11-14 | 13F | Maripau Wealth Management Llc | 4 254 | −48,41 | 405 | −47,74 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 7 276 | 1,37 | 685 | 0,44 | ||||
| 2025-11-07 | 13F | Murphy & Mullick Capital Management Corp | 184 | 0,00 | 18 | 0,00 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 27 548 | 2 621 | ||||||
| 2025-11-12 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Leuthold Group, Llc | 2 338 | −1,89 | 220 | −2,65 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 664 | 0,00 | 63 | −1,59 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 3 075 | 0,00 | 290 | −1,03 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 2 550 | −59,84 | 240 | −60,26 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 511 005 | −4,23 | 48 617 | −2,93 | ||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 7 465 | −11,50 | 703 | −12,47 | ||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 101 787 | −0,18 | 9 584 | −1,21 | ||||
| 2025-12-01 | 13F | Syverson Strege & Co | 33 706 | −3,52 | 3 207 | −2,23 | ||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 2 595 | 0,00 | 244 | −0,81 | ||||
| 2025-11-12 | 13F | Catalyst Capital Advisors LLC | 3 752 960 | 5,35 | 357 057 | 6,78 | ||||
| 2025-11-12 | 13F | Potentia Wealth | 7 343 | 0,18 | 699 | 1,45 | ||||
| 2025-11-19 | 13F | Mosaic Financial Group, Llc | 3 373 | 0,00 | 0 | |||||
| 2025-11-05 | 13F | Howe & Rusling Inc | 348 | −32,43 | 33 | −31,25 | ||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 267 969 | 148,52 | 25 495 | 151,89 | ||||
| 2025-11-12 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | Tsfg, Llc | 3 078 | −21,00 | 0 | |||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 4 580 | 0,00 | 431 | −0,92 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 11 400 | 1 073 | ||||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 33 180 | −0,93 | 3 124 | −1,95 | ||||
| 2025-11-14 | 13F | Barnes Wealth Management Group, Inc | 5 822 | 11,21 | 554 | 12,63 | ||||
| 2025-11-14 | 13F | Moors & Cabot, Inc. | 11 982 | −5,34 | 1 140 | −4,12 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 385 | 24,19 | 36 | 24,14 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 7 014 | −34,53 | 660 | −35,23 | ||||
| 2026-01-21 | 13F | Mainstream Capital Management LLC | 5 628 | −10,07 | 530 | −11,09 | ||||
| 2025-10-20 | 13F | Continuum Advisory, LLC | 2 673 | 14,04 | 254 | 15,45 | ||||
| 2025-11-14 | 13F | Sagard Holdings Management Inc. | 37 714 | 0,00 | 3 588 | 1,36 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 43 812 | 1,15 | 4 125 | 0,12 | ||||
| 2026-01-26 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 122 762 | −0,33 | 11 559 | −1,35 | ||||
| 2025-11-14 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 6 000 | 7,14 | 571 | 8,57 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1 004 | −12,39 | 96 | −11,21 | ||||
| 2026-01-09 | 13F | Community Trust & Investment Co | 5 424 | 0,00 | 511 | −1,16 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 16 382 | −10,00 | 1 543 | −10,92 | ||||
| 2026-01-09 | 13F | Ptm Wealth Management, Llc | 9 390 | −0,84 | 883 | −2,00 | ||||
| 2025-11-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 529 | 0,00 | 146 | 1,40 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 8 327 | 0,34 | 784 | −0,63 | ||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 241 427 | −4,74 | 22 969 | −3,45 | ||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 63 079 | 40,92 | 6 001 | 42,85 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 512 | 0,39 | 48 | 0,00 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 2 301 | 0,00 | 217 | −0,92 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 795 730 | 1,43 | 75 | 0,00 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 1 051 | 99 | ||||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 52 197 | 0,11 | 4 915 | −0,93 | ||||
| 2025-11-14 | 13F | Perissos Private Wealth Management, LLC | 2 765 | 0,00 | 263 | 1,54 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 8 989 | 0,65 | 846 | −0,35 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 64 843 | −3,50 | 6 106 | −4,49 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 4 022 | 0,10 | 379 | −1,05 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1 032 | −4,62 | 97 | −4,90 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 425 | 0,00 | 40 | 0,00 | ||||
| 2026-01-14 | 13F | ACT Advisors, LLC. | 23 243 | −1,90 | 2 189 | −2,93 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 6 143 | 0,62 | 578 | −0,34 | ||||
| 2026-01-23 | 13F | Norris Perne & French Llp/mi | 2 461 | 2,93 | 232 | 1,76 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 222 135 | 1,31 | 20 916 | 0,27 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 3 379 | −18,32 | 318 | −19,08 | ||||
| 2025-10-14 | 13F | Berger Financial Group, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 61 932 | 21,60 | 5 892 | 23,26 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 6 493 | 1,93 | 611 | 0,83 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 75 411 | −2,82 | 7 101 | −3,82 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 37 940 | −39,83 | 3 572 | −40,45 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 74 296 | −5,48 | 6 997 | −6,46 | ||||
| 2025-11-10 | 13F | Rice Partnership, LLC | 243 | 0,00 | 23 | 4,55 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 139 415 | −12,79 | 13 127 | −13,69 | ||||
| 2025-11-13 | 13F | Advisor Resource Council | 11 969 | −10,17 | 1 139 | −8,96 | ||||
| 2026-02-09 | 13F | First National Trust Co | 2 385 | 225 | ||||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 22 704 | 5,21 | 2 138 | 4,50 | ||||
| 2025-11-13 | 13F | Pettyjohn, Wood & White, Inc | 5 417 | −0,91 | 515 | 0,39 | ||||
| 2026-01-27 | 13F | PFG Advisors | 14 741 | −14,91 | 1 388 | −15,78 | ||||
| 2025-10-15 | 13F | Founders Financial Securities Llc | 173 403 | 3,96 | 16 498 | 5,37 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 333 | 437,10 | 31 | 520,00 | ||||
| 2025-11-12 | 13F | Level Four Advisory Services, Llc | 28 230 | −8,76 | 2 686 | −7,54 | ||||
| 2025-11-14 | 13F | Mml Investors Services, Llc | 501 996 | −12,89 | 47 760 | 88 342,59 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 7 978 | −45,28 | 757 | −44,94 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 10 280 | −0,93 | 968 | −2,03 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 7 988 | −29,75 | 757 | −29,67 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 8 694 | 0,00 | 819 | −1,09 | ||||
| 2025-11-20 | 13F | Ariadne Wealth Management, LP | 3 976 | 0,00 | 374 | 0,54 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 63 955 | 0,09 | 6 085 | 1,45 | ||||
| 2025-10-16 | 13F | Syntegra Private Wealth Group, LLC | 191 324 | −4,19 | 18 203 | −2,90 | ||||
| 2025-11-14 | 13F | Wealthspire Advisors, LLC | 6 744 | −7,06 | 642 | −5,87 | ||||
| 2026-01-27 | 13F | Morey & Quinn Wealth Partners, LLC | 2 347 | 0,00 | 221 | −1,35 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 69 085 | 0,41 | 6 505 | −0,61 | ||||
| 2025-11-10 | 13F | Stonebrook Private Inc. | 8 055 | 1,78 | 766 | 3,23 | ||||
| 2026-02-06 | 13F | New World Advisors LLC | 4 921 | 8,49 | 463 | 7,42 | ||||
| 2025-11-12 | 13F | IFG Advisory, LLC | 37 483 | −9,43 | 3 566 | −8,19 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1 554 364 | −4,28 | 146 359 | −5,27 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 3 031 | 7,52 | 285 | 6,34 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 728 | −52,36 | 69 | −53,10 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 2 169 | 204 | ||||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 6 123 | 0,02 | 577 | −1,03 | ||||
| 2026-02-06 | 13F | Radnor Capital Management, LLC | 6 434 | 0,00 | 606 | −1,14 | ||||
| 2025-11-10 | 13F | Kovack Advisors, Inc. | 7 798 | −2,45 | 742 | −1,20 | ||||
| 2025-11-12 | 13F | Neuberger Berman Group LLC | 10 335 | 39,44 | 983 | 41,44 | ||||
| 2026-02-03 | 13F | Lubar & Co., Inc | 0 | −100,00 | 0 | |||||
| 2025-10-22 | 13F | Gries Financial Llc | 13 819 | −1,10 | 1 315 | 0,23 | ||||
| 2025-11-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 8 618 | −0,09 | 820 | 1,24 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 19 646 | 1,44 | 1 850 | 0,38 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 83 | 0,00 | 8 | 0,00 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 2 929 | −6,24 | 277 | −6,76 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 9 429 | −4,70 | 888 | −5,74 | ||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 1 276 772 | 1,04 | 121 472 | 2,41 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 142 248 | 39,70 | 13 394 | 38,27 | ||||
| 2025-10-30 | 13F | CNB Bank | 471 | 0,00 | 45 | 0,00 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 4 889 | −4,55 | 460 | −5,54 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 104 166 | 0,82 | 9 808 | −0,21 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 8 136 | −30,49 | 1 | −100,00 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 4 303 | −2,43 | 405 | −3,34 | ||||
| 2026-02-05 | 13F | Littlejohn Financial Services, Inc. | 54 063 | 0,31 | 5 091 | −0,72 | ||||
| 2025-11-04 | 13F | Welch & Forbes Llc | 19 116 | 0,00 | 1 819 | 1,34 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 728 703 | −6,62 | 68 615 | −7,58 | ||||
| 2025-11-10 | 13F | Avant Capital LLC | 76 323 | −0,87 | 7 261 | 0,47 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 62 293 | −0,90 | 5 866 | −1,92 | ||||
| 2025-11-13 | 13F | FF Advisors,LLC | 6 394 | −16,72 | 608 | −15,56 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 17 963 | −3,53 | 1 691 | −4,52 | ||||
| 2026-01-28 | 13F | FORM Wealth Advisors, LLC | 20 253 | −27,44 | 1 907 | −27,21 | ||||
| 2025-11-06 | 13F | Ipsen Advisor Group LLC | 2 187 | 0,41 | 208 | 1,96 | ||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 2 407 | 0,00 | 227 | −1,31 | ||||
| 2025-11-14 | 13F | Redwood Park Advisors LLC | 67 235 | 0,24 | 6 397 | 1,59 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 2 530 | 0,00 | 239 | 2,15 | ||||
| 2025-10-28 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-10-29 | 13F | Beacon Financial Advisory LLC | 9 977 | −0,69 | 949 | 0,64 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 2 700 | 0,00 | 253 | −1,95 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 15 597 | −4,15 | 1 469 | −5,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 61 143 | 38,95 | 5 757 | 37,53 | ||||
| 2025-11-18 | 13F | Tcfg Wealth Management, Llc | 83 738 | 107 | ||||||
| 2025-11-14 | 13F | Fairview Capital Investment Management, Llc | 4 525 | −4,23 | 431 | −2,93 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 45 | 0,00 | 4 | 0,00 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 805 | 76 | ||||||
| 2025-11-13 | 13F | Tradition Wealth Management, LLC | 50 980 | −47,35 | 4 850 | −46,63 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 4 703 | −1,47 | 443 | −2,64 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-13 | 13F | Sei Investments Co | 1 505 143 | 0,68 | 143 201 | 2,04 | ||||
| 2025-10-22 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-10-28 | 13F | Running Point Capital Advisors, LLC | 72 282 | −1,32 | 6 877 | 0,01 | ||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 2 125 | 15,55 | 200 | 14,94 | ||||
| 2026-01-12 | 13F | Harbor Group, Inc. | 3 937 | 371 | ||||||
| 2026-01-21 | 13F | McElhenny Sheffield Capital Management, LLC | 3 653 | 0,00 | 344 | −1,15 | ||||
| 2025-10-31 | 13F | Chilton Capital Management Llc | 788 | 75 | ||||||
| 2025-11-12 | 13F | Kcm Investment Advisors Llc | 3 020 | 0,00 | 287 | 1,41 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 7 866 | 0,00 | 741 | −1,07 | ||||
| 2025-11-14 | 13F | Aqr Capital Management Llc | 125 695 | 19,01 | 11 959 | 20,62 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 8 163 | −19,37 | 769 | −20,25 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 11 469 | −19,94 | 1 091 | −18,82 | ||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 40 | 0,00 | 4 | 0,00 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 15 552 | 4,54 | 1 464 | 3,46 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 1 430 | 0,00 | 135 | −1,47 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 8 324 | 220,77 | 784 | 218,29 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 1 233 | 4,05 | 116 | 2,65 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 68 481 | −0,28 | 6 202 | −5,08 | ||||
| 2025-10-23 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2 564 | 0,00 | 244 | 1,25 | ||||
| 2025-11-06 | 13F | Mandatum Life Insurance Co Ltd | 41 527 | −1,51 | 3 951 | −0,18 | ||||
| 2026-02-06 | 13F | Muirfield Wealth Advisors Llc | 40 238 | 0,06 | 3 789 | −0,97 | ||||
| 2025-11-14 | 13F | VestGen Advisors, LLC | 49 943 | −6,71 | 4 752 | −5,11 | ||||
| 2025-11-10 | 13F | Mendel Money Management | 0 | −100,00 | 0 | |||||
| 2025-10-23 | 13F | Barnes Dennig Private Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Plus Group Wealth Advisors LLC | 2 189 | 206 | ||||||
| 2025-11-12 | 13F | Huntington National Bank | 1 465 | −5,48 | ||||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 12 597 | −1,75 | 1 | 0,00 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 3 054 | −2,43 | 288 | −3,37 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 4 841 | −3,97 | 456 | −5,01 | ||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 68 | 0,00 | 6 | 0,00 | ||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 36 521 | −0,08 | 3 439 | −1,12 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 10 806 | −4,40 | 1 028 | −3,11 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 3 724 | 351 | ||||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 233 331 | 7,09 | 22 199 | 8,54 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 49 712 | −5,49 | 4 681 | −6,47 | ||||
| 2026-02-04 | 13F | Nwam Llc | 25 742 | 1,45 | 2 444 | 1,58 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 700 | 0,00 | 66 | −1,52 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 7 635 | −52,29 | 719 | −52,83 | ||||
| 2026-01-27 | 13F | Joel Adams & Associates, Inc. | 5 405 | −3,81 | 509 | −4,87 | ||||
| 2025-11-17 | 13F | Optimist Retirement Group LLC | 2 712 | 0,00 | 258 | 1,57 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 5 565 | −0,16 | 524 | −1,13 | ||||
| 2025-11-17 | 13F | Front Row Advisors LLC | 3 093 | −1,75 | 294 | −0,34 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 7 616 | 0,08 | 717 | −0,97 | ||||
| 2026-01-15 | 13F | Strategic Point Investment Advisors, LLC | 42 752 | 0,30 | 4 025 | −0,74 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 3 609 | −8,63 | 340 | −9,60 | ||||
| 2026-01-05 | 13F | Trust Co of the South | 5 195 | 0,00 | 489 | −1,01 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 7 134 | −3,29 | 672 | −4,28 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 8 253 | −8,65 | 777 | −9,55 | ||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 159 694 | 28,14 | 15 182 | 29,77 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 20 845 | −3,59 | 1 963 | −4,62 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 2 697 | −0,81 | 254 | −1,94 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 20 137 | −2,46 | 1 896 | −3,46 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 3 589 | 0,00 | 338 | −1,17 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 8 876 | −0,53 | 836 | −1,53 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 163 | 0,00 | 15 | 0,00 | ||||
| 2025-10-14 | 13F | Capital Insight Partners, Llc | 25 005 | −5,65 | 2 379 | −4,38 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 5 608 | −16,62 | 528 | −17,37 | ||||
| 2025-11-13 | 13F | Regal Investment Advisors LLC | 25 669 | 2,14 | 2 442 | 3,56 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 83 668 | 1,13 | 7 878 | 0,09 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 2 518 | 237 | ||||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | 13 794 595 | 0,72 | 1 312 418 | 2,08 | ||||
| 2025-11-13 | 13F | Edmond De Rothschild Holding S.a. | 19 310 | −53,09 | 1 837 | −52,43 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 9 891 | 31,30 | 931 | 30,03 | ||||
| 2025-11-06 | 13F | Wedbush Securities Inc | 8 810 | 11,17 | 1 | |||||
| 2025-11-13 | 13F | SCS Capital Management LLC | 3 907 | −59,20 | 372 | −58,69 | ||||
| 2026-01-21 | 13F | Five Pine Wealth Management | 4 173 | −0,67 | 393 | −1,75 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 8 669 | 23,45 | 816 | 22,16 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 175 048 | 3,75 | 16 483 | 2,68 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1 782 | 6,32 | 168 | 5,03 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 5 692 | 73,96 | 536 | 72,03 | ||||
| 2025-10-22 | 13F | B&l Asset Management Llc | 3 123 | 0,00 | 297 | 1,37 | ||||
| 2026-02-04 | 13F | Empire Life Investments Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Warner Financial, Inc | 5 501 | 0,00 | 1 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 4 537 | −9,21 | 427 | −10,11 | ||||
| 2025-11-06 | 13F | Providence Capital Advisors, LLC | 2 072 | −5,13 | 197 | −3,90 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2 051 | 193 | ||||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 102 083 | −29,96 | 9 712 | −29,01 | ||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 2 482 | 0,00 | 234 | −1,27 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 2 408 | 227 | ||||||
| 2025-11-03 | 13F | Cloud Capital Management, LLC | 5 | 0 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 23 671 | 0,00 | 2 229 | −1,07 | ||||
| 2026-02-05 | 13F | Aspire Growth Partners LLC | 16 423 | −4,98 | 1 546 | −5,96 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 6 671 | −10,28 | 628 | −11,17 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-19 | 13F/A | Aspire Private Capital, LLC | 2 794 | 6,72 | 266 | 8,16 | ||||
| 2026-01-20 | 13F | American National Bank | 821 | 0,00 | 77 | −1,28 | ||||
| 2026-01-28 | 13F | Oversea-Chinese Banking CORP Ltd | 7 843 | −94,68 | 738 | −94,74 | ||||
| 2025-11-24 | 13F | Cherry Tree Wealth Management, LLC | 13 675 | −0,78 | 1 301 | 0,62 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 75 287 | −0,41 | 7 089 | −1,43 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 14 451 | −5,53 | 1 375 | −4,25 | ||||
| 2025-11-13 | 13F | Beaird Harris Wealth Management, LLC | 373 | 6,88 | 35 | 9,38 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 5 607 | 0,16 | 528 | −0,94 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 236 531 | −1,42 | 22 272 | −2,44 | ||||
| 2025-11-05 | 13F | MCF Advisors LLC | 312 | 2,97 | 30 | 3,57 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 2 743 | 0,40 | 258 | −0,39 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 262 | 25 | ||||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 274 | 0,00 | 26 | −3,85 | ||||
| 2026-01-16 | 13F | Heck Capital Advisors, LLC | 6 937 | −5,34 | 653 | −6,31 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 438 | 0,00 | 0 | |||||
| 2025-11-07 | 13F | Investment Partners, Ltd. | 36 373 | 0,15 | 3 460 | 1,50 | ||||
| 2025-11-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-23 | 13F | Patton Fund Management, Inc. | 2 593 | 0,00 | 244 | −0,81 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-11-12 | 13F | Banco Santander, S.A. | 135 589 | −16,15 | 12 900 | −15,02 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 37 565 | −25,83 | 3 537 | −26,59 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 8 678 | −1,82 | 817 | −2,74 | ||||
| 2025-10-31 | 13F | Baker Avenue Asset Management, LP | 2 416 | 230 | ||||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 22 641 | −0,07 | 2 132 | −1,11 | ||||
| 2026-01-16 | 13F | Kwmg, Llc | 132 497 | 3,50 | 12 476 | 2,43 | ||||
| 2025-11-12 | 13F | Stifel Financial Corp | 609 963 | 17,56 | 58 033 | 19,16 | ||||
| 2026-01-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 176 499 | −1,18 | 16 619 | −2,20 | ||||
| 2025-11-13 | 13F | Connecticut Wealth Management, LLC | 3 276 | −7,85 | 312 | −6,61 | ||||
| 2025-11-14 | 13F | Ausdal Financial Partners, Inc. | 15 554 | 11,96 | 1 480 | 13,42 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 748 | −23,12 | 70 | −23,91 | ||||
| 2025-11-12 | 13F | Brinker Capital Investments, LLC | 68 823 | −2,64 | 6 548 | −1,33 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 37 892 | −5,73 | 3 605 | −4,45 | ||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 6 333 | 6,17 | 596 | 5,11 | ||||
| 2025-11-03 | 13F | Atlantic Private Wealth, LLC | 1 912 | 0,00 | 182 | 1,12 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 293 | 0,00 | 28 | 0,00 | ||||
| 2025-11-14 | 13F | Cardiff Park Advisors, Llc | 14 890 | 0,02 | 1 417 | 1,36 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 20 195 | −0,61 | 1 902 | −1,66 | ||||
| 2025-11-12 | 13F | Commerce Bank | 46 034 | 19,71 | 4 380 | 21,34 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 8 087 | 0,00 | 769 | 1,32 | ||||
| 2025-08-14 | 13F | Carolinas Wealth Consulting Llc | 1 552 | 11,82 | 145 | 17,89 | ||||
| 2026-01-30 | 13F | Financial Life Advisors | 5 632 | −4,27 | 530 | −5,19 | ||||
| 2026-01-14 | 13F | Hoese & Co LLP | 18 685 | −23,41 | 1 759 | −24,18 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 60 904 | −1,44 | 5 717 | −1,21 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 835 | 0,00 | 79 | −1,27 | ||||
| 2025-11-14 | 13F | Green Harvest Asset Management LLC | 2 747 | 261 | ||||||
| 2026-01-12 | 13F | First Bank & Trust | 4 883 | 0,00 | 460 | −1,08 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 2 237 | 0,00 | 211 | −0,94 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 3 561 | 3,61 | 335 | 2,76 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 16 857 | −0,31 | 1 597 | 1,53 | ||||
| 2025-11-13 | 13F | Sfmg, Llc | 5 985 | 1,05 | 569 | 2,52 |
Other Listings
| US:USMV | 96,03 US$ |
