USMV - iShares Trust - iShares MSCI USA Min Vol Factor ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare

iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
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.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

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
2026-05-21 13F JDM Financial Group LLC 435 13,58 40 11,11
2026-02-17 13F Running Point Capital Advisors, LLC 65 404 −9,52 6 158 −10,44
2026-04-22 13F Hoese & Co LLP 17 681 −5,37 1 640 −6,82
2026-01-23 13F Smallwood Wealth Investment Management, LLC 0 −100,00 0
2026-04-09 13F Tompkins Financial Corp 52 492 0,14 4 868 −1,36
2026-05-06 13F VSM Wealth Advisory, LLC 498 64,36 46 64,29
2026-05-13 13F SRS Capital Advisors, Inc. 44 710 −3,03 4 146 −4,49
2026-04-22 13F Aureum Wealth Management, LLC 44 436 37,19 4 121 35,13
2026-01-23 13F BSW Wealth Partners 0 −100,00 0 −100,00
2026-04-27 13F Truist Financial Corp 342 687 1,63 31 781 0,10
2026-05-11 13F Ashton Thomas Private Wealth, LLC 36 809 −9,44 3 414 −10,82
2026-05-11 13F Evermay Wealth Management Llc 5 334 0,00 495 −1,59
2026-05-08 13F Opus Financial Solutions LLC 3 456 −2,81 321 −4,19
2026-05-13 13F Monograph Wealth Advisors, Llc 2 691 250
2026-05-07 13F Alpha Zero LLC 3 261 302
2026-04-17 13F CENTRAL TRUST Co 7 514 0,00 697 −1,56
2026-05-04 13F Camden National Bank 57 778 2,09 5 358 0,56
2026-04-10 13F Ballew Advisors, Inc 16 930 −24,31 1 589 −24,62
2026-04-28 13F RHS Financial, LLC 45 883 4,73 4 255 3,15
2026-04-27 13F FF Advisors,LLC 6 394 −0,47 603 −0,17
2026-05-15 13F National Bank Of Canada /fi/ 24 329 −2,79 2 256 −4,24
2026-04-27 13F Garrett Wealth Advisory Group, LLC 109 318 −2,48 10 138 −3,94
2026-04-16 13F Phillips Financial Management, Llc 0 −100,00 0
2026-05-07 13F Pacific Sun Financial Corp 2 301 0,00 213 −1,39
2026-04-23 13F Accurate Wealth Management, LLC 0 −100,00 0
2026-05-15 13F Evercore Wealth Management, LLC 2 864 0,00 266 −1,49
2026-05-18 13F Strategic Investment Advisors / MI 31 327 32,28 2 904 30,12
2026-05-12 13F Liberty Wealth Management Llc 8 917 −16,21 828 −17,47
2026-05-14 13F PlanVest Financial, Inc 41 4
2026-05-12 13F Leavell Investment Management, Inc. 11 754 6,32 1 090 4,81
2026-04-28 13F Kathmere Capital Management, LLC 17 014 9,40 1 578 7,72
2026-05-13 13F Triumph Capital Management 500 0,00 46 −2,13
2026-05-14 13F Gladstone Institutional Advisory LLC 81 273 4,23 7 537 2,67
2026-04-29 13F Axxcess Wealth Management, Llc 0 −100,00 0
2026-05-14 13F Wealth Alliance 5 864 −4,21 544 −5,73
2026-05-15 13F Qube Research & Technologies Ltd 53 176 −85,98 4 932 −86,20
2026-05-01 13F Smart Portfolios, LLC 4 090 −7,61 379 −8,89
2026-05-07 13F Grandview Asset Management LLC 3 216 −34,94 298 −35,91
2026-04-27 13F Latitude Advisors, LLC 4 407 −1,89 409 −3,55
2026-02-11 13F Straight Path Wealth Management 0 −100,00 0
2026-05-04 13F TFR Capital, LLC. 2 696 −1,28 250 −2,72
2026-05-13 13F O'shaughnessy Asset Management, Llc 46 445 44,06 4 307 41,91
2026-02-12 13F Planning Project LLC 29 3
2026-05-15 13F Beacon Pointe Advisors, LLC 1 356 170 468,82 125 771 460,25
2026-05-15 13F/A Independent Financial Group, Llc 69 319 5,09 6 429 3,49
2026-04-29 13F Saxon Interests, Inc. 16 013 −6,04 1 485 −7,42
2026-05-15 13F Equitable Holdings, Inc. 191 799 −5,10 18 059 −5,10
2026-01-30 13F Canandaigua National Bank & Trust Co 4 249 0,00 400 −0,99
2025-12-29 13F Swiss Life Asset Management Ltd 0 −100,00 0
2026-05-04 13F Archer Investment Corp 3 041 0,03 282 −1,40
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 2 372 0,00 220 −1,79
2026-04-21 13F Vise Technologies, Inc. 50 158 0,00 4 723 0,00
2026-05-14 13F Clg Llc 7 503 0,09 696 −1,42
2026-04-17 13F Nottingham Advisors, Inc. 6 831 −0,58 634 −2,01
2026-05-14 13F Level Four Advisory Services, Llc 29 704 6,14 2 755 4,52
2026-05-13 13F Mariner, LLC 1 075 243 1,89 99 718 0,36
2026-04-17 13F Nautilus Advisors LLC 2 935 0,00 272 −1,45
2026-02-24 13F SG Trading Solutions, LLC 108 078 10
2026-04-30 13F Fortune Financial Advisors, LLC 127 079 1,34 11 785 −0,19
2026-05-15 13F Susquehanna International Group, Llp Put 9 100 −82,33 844 −82,61
2026-05-15 13F Susquehanna International Group, Llp 29 611 2 746
2026-04-22 13F Detalus Advisors, LLC 25 153 −0,87 2 333 −2,39
2026-05-15 13F Susquehanna International Group, Llp Call 6 300 −69,27 584 −69,74
2026-04-21 13F Patton Albertson Miller Group, Llc 0 −100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 9 381 −23,05 870 −24,15
2026-04-24 13F Eagle Bay Advisors LLC 0 −100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 400 −0,25 37 0,00
2026-04-08 13F Mma Asset Management Llc 2 351 0,00 218 −1,36
2026-05-05 13F Napier Financial, LLC 390 36
2026-05-14 13F Delos Wealth Advisors, LLC 38 361 12,48 3 558 10,78
2026-05-15 13F Alternative Investment Advisors, LLC. 0 −100,00 0
2026-02-12 13F FineMark National Bank & Trust 3 556 5,24 335 4,05
2026-05-12 13F WESCAP Management Group, Inc. 3 163 0,00 293 −1,35
2026-05-13 13F Forum Private Client Group LLC 18 359 −7,45 1 703 −8,84
2026-04-27 13F Mosley Wealth Management 13 711 0,12 1 304 −0,15
2026-05-05 13F Alan B. Lancz & Associates, Inc. 3 700 0,00 343 −1,44
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 8 358 775
2026-05-15 13F Atom Investors LP 0 −100,00 0
2026-04-14 13F Heirloom Wealth Management 5 388 500
2026-04-15 13F Silverlake Wealth Management Llc 4 667 −9,15 433 −10,56
2026-04-13 13F Moody Lynn & Lieberson, Llc 2 407 0,00 223 −1,33
2026-05-15 13F Clearview Wealth Management LLC 3 778 350
2026-04-15 13F Archford Capital Strategies, LLC 0 −100,00 0
2026-04-06 13F InTrack Investment Management Inc 2 585 −3,58 240 −5,16
2026-05-15 13F Magnolia Capital Advisors Llc 21 669 −5,38 2 010 −6,82
2026-05-11 13F Integrity Advisory Solutions, LLC 2 433 0,79 226 −0,88
2026-05-01 13F Patten & Patten Inc/tn 6 747 0,00 626 −1,57
2026-05-15 13F United Capital Financial Advisers, Llc 191 280 −1,34 17 729 −2,89
2026-05-01 13F Emerald Investment Partners, Llc 3 226 −0,37 299 −1,64
2026-05-06 13F Centennial Bank/AR/ 258 0,00 24 −4,17
2026-05-12 13F Croban 44 115 6,30 4 091 4,68
2026-05-13 13F Franklin Resources Inc 92 197 51,67 8 550 49,40
2026-02-09 13F IPG Investment Advisors LLC 0 −100,00 0
2026-05-04 13F Syverson Strege & Co 33 016 −1,85 3 062 −3,35
2026-04-28 13F Fortitude Advisory Group L.L.C. 3 342 310
2026-05-07 13F Oak Barrel Wealth Advisory LLC 27 742 2 612
2026-05-12 13F Bnp Paribas Arbitrage, Sa 3 806 −99,52 353 −99,53
2026-05-04 13F Wealthgarden F.s. Llc 5 397 −0,55 501 −3,47
2026-05-13 13F Wealth Management Associates, Inc. 13 322 −0,56 1 235 −2,06
2026-04-27 13F Arcadia Wealth Management, LLC 2 178 −25,21 202 −26,64
2026-04-30 13F Elevated Capital Advisors, LLC 307 0,33 28 0,00
2026-05-08 13F Joseph Group Capital Management 3 834 −15,08 356 −16,47
2026-05-15 13F Huntington National Bank 2 184 1 679 7,42
2026-04-30 13F Sequoia Financial Advisors, LLC 151 073 −3,42 14 011 −4,88
2026-05-11 13F SCS Capital Management LLC 2 203 0,00 204 −1,45
2026-04-08 13F Ptm Wealth Management, Llc 9 357 −0,35 874 −0,91
2026-04-17 13F Monticello Wealth Management, Llc 57 219 −0,01 5 307 −1,52
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 67 6
2026-05-07 13F VisionPoint Advisory Group, LLC 4 299 1,80 399 0,25
2026-05-11 13F Citigroup Inc 200 801 −14,07 18 622 −15,37
2026-04-06 13F Baring Financial LLC 18 873 4,73 1 750 3,18
2026-04-22 13F Motco 38 0,00 4 0,00
2026-05-11 13F Timmons Wealth Management, LLC 0 0
2026-04-29 13F WPG Advisers, LLC 2 226 −3,76 206 −5,07
2026-04-16 13F Montecito Bank & Trust 47 873 2,24 4 440 0,68
2026-02-12 13F Renaissance Technologies Llc 0 −100,00 0
2026-05-04 13F NWF Advisory Services Inc. 15 633 10,70 1 450 9,03
2026-02-03 13F Crossmark Global Holdings, Inc. 0 −100,00 0 −100,00
2026-05-15 13F Two Sigma Investments, Lp 1 250 600 −49,83 115 981 −50,58
2026-05-07 13F Summit Global Investments 18 328 2
2026-04-14 13F Nova Wealth Management, Inc. 245 23
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-04-17 13F Arkfeld Wealth Strategies, L.L.C. 7 312 0,37 687 0,00
2026-04-30 13F Csenge Advisory Group 70 094 1,46 6 501 −0,08
2026-04-20 13F Golden Reserve Retirement LLC 0 −100,00 0
2026-04-09 13F Lantz Financial LLC 2 822 −6,21 262 −7,77
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 0 −100,00 0
2026-04-03 13F Ridgewood Investments LLC 10 674 −6,93 990 −9,35
2026-04-30 13F Valued Wealth Advisors LLC 340 0,00 32 −3,12
2026-04-27 13F Capital Financial Group Inc\co\ /adv 131 293 0,76 12 176 −0,76
2026-04-13 13F ONE Advisory Partners, LLC 6 086 −12,95 564 −14,29
2026-05-11 13F Shepherd Financial Partners LLC 20 344 −0,23 1 887 −1,72
2026-05-14 13F We Are One Seven, LLC 108 895 4,80 10 099 3,22
2026-05-07 13F Burk Holdings LLC 20 2
2026-05-14 13F Klingman & Associates, LLC 361 598 −0,41 33 535 −1,91
2026-05-06 13F Eq Llc 5 017 −11,03 465 −12,26
2026-04-24 13F Key FInancial Inc 1 539 −14,93 143 −16,47
2026-05-11 13F Smith Partners Wealth Management, LLC 5 343 0,00 496 −1,59
2026-05-11 13F COFG Advisors, LLC 5 092 −7,54 472 −8,88
2026-05-06 13F Main Street Group, LTD 826 77
2026-05-14 13F Hrt Financial Lp 15 861 −19,17 1 0,00
2026-05-14 13F EP Wealth Advisors, Inc. 90 604 20,28 8 403 18,47
2026-04-24 13F Balentine LLC 3 099 0,32 287 −1,03
2026-05-07 13F Dakota Wealth Management 58 592 −3,05 5 434 −4,52
2026-04-24 13F Able Wealth Management LLC 81 559 8,94 7 564 7,29
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 2 891 268
2026-05-15 13F Cerity Partners LLC 1 326 083 8,46 122 982 6,82
2026-05-05 13F Almanack Investment Partners, LLC. 20 222 0,13 1 875 −1,37
2026-04-22 13F Networth Advisors, LLC 13 0,00 1 0,00
2026-04-27 13F Actinver Wealth Management, Inc. 5 427 −6,78 503 −8,21
2026-05-15 13F Shelton Capital Management 5 004 0,00 464 −1,49
2026-05-12 13F Carr Financial Group Corp 35 095 −3,89 3 255 −5,35
2026-05-13 13F Buckingham Strategic Partners 45 689 2,94 4 237 1,36
2026-05-15 13F Kcm Investment Advisors Llc 3 020 0,00 280 −1,41
2026-05-01 13F Connecticut Wealth Management, LLC 3 276 0,00 304 −1,62
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 25 821 −0,05 2 395 −1,56
2026-04-17 13F Nova R Wealth, Inc. 14 606 0,23 1 355 −1,31
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-04-28 13F Raleigh Capital Management Inc. 160 −25,23 15 −30,00
2026-05-18 13F Edgestream Partners, L.P. 8 863 822
2026-04-17 13F AdvisorNet Financial, Inc 4 553 0,35 422 −1,17
2026-01-15 13F Wealth Quarterback LLC 0 −100,00 0
2026-04-29 13F WealthPlan Investment Management, LLC 9 195 95,51 853 92,76
2026-05-14 13F Brown Brothers Harriman & Co 8 087 0,00 750 −1,58
2026-04-14 13F Wealthcare Advisory Partners LLC 25 641 60,13 2 378 57,73
2026-05-11 13F Stonebrook Private Inc. 8 552 1,81 793 0,38
2026-02-17 13F Glenmede Trust Co Na 425 429 −4,87 40 058 −4,36
2026-04-27 13F Lodestar Private Asset Management Llc 24 019 −12,59 2 228 −13,92
2026-04-10 13F Cassilly Financial Group LLC 2 194 203
2026-04-21 13F J.E. Simmons & Co., P.C. 11 885 5,47 1 102 3,86
2026-05-11 13F Meridian Wealth Advisors, LLC 236 775 19,80 21 959 18,00
2026-04-29 13F American Wealth Advisors, LLC 0 −100,00 0
2026-05-14 13F Horizon Investments, LLC 1 303 499 9,38 120 886 7,73
2026-05-15 13F SIMA Wealth Partners, LLC 2 197 0,00 204 −1,46
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2026-04-28 13F Busey Wealth Management 2 165 201
2026-04-24 13F Capital Asset Advisory Services LLC 16 999 −11,30 1 611 −11,15
2026-05-12 13F Ausdal Financial Partners, Inc. 12 968 20,57 1 203 18,77
2026-04-13 13F Creative Financial Designs Inc /adv 1 439 5,42 133 3,91
2026-04-20 13F Kestra Private Wealth Services, Llc 14 258 −6,43 1 322 −7,81
2026-04-21 13F Maridea Wealth Management LLC 11 895 34,00 1 103 32,10
2026-02-10 13F Rice Partnership, LLC 0 −100,00 0
2026-05-06 13F Private Wealth Asset Management, LLC 885 0,00 82 −1,20
2026-05-15 13F Shufro Rose & Co Llc 13 519 −8,34 1 254 −9,73
2026-04-21 13F Trilogy Capital Inc. 37 433 −7,30 3 472 −8,71
2026-05-14 13F Galvin, Gaustad & Stein, LLC 5 221 −0,17 484 −1,63
2026-05-05 13F Prosperity Consulting Group, LLC 9 220 0,00 855 −1,50
2026-04-13 13F Successful Portfolios LLC 2 892 0,00 267 −2,20
2026-04-21 13F Venturi Wealth Management, LLC 6 138 0,24 569 −1,22
2026-05-04 13F Retirement Planning Group 17 925 −0,21 1 662 −1,71
2026-05-15 13F Cardiff Park Advisors, Llc 10 535 −26,68 977 −27,74
2026-04-23 13F Castellan Group, LLC 0 −100,00 0
2026-04-15 13F Aventus Investment Advisors, Inc. 6 411 −6,53 595 −7,91
2026-04-21 13F Sugar Maple Asset Management, LLC 34 651 −0,08 3 214 −1,59
2026-04-29 13F Horst & Graben Wealth Management LLC 2 316 −4,77 217 −5,26
2026-05-01 13F Holistic Planning, LLC 7 822 −5,22 725 −6,69
2026-05-18 13F Arkadios Wealth Advisors 60 079 2,21 5 572 0,67
2026-04-20 13F Balance Wealth, LLC 5 060 1,12 469 −0,42
2026-04-24 13F Patten Group, Inc. 4 744 −11,38 440 −12,90
2026-05-06 13F Intrust Bank Na 68 114 −66,33 6 317 −66,85
2026-05-04 13F Redwood Park Advisors LLC 67 364 −0,13 6 247 −1,64
2026-04-20 13F Breakwater Capital Group 2 357 0,21 219 −1,36
2026-05-01 13F Advisors Capital Management, LLC 7 703 −7,46 714 −8,81
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 39 183 0,00 3 634 −1,52
2026-05-13 13F Heritage Wealth Advisors 180 0,00 17 0,00
2026-05-13 13F Wealth Advisors of Iowa, LLC 197 331 0,35 18 301 −1,16
2026-04-28 13F Shayne & Co., Llc 3 780 0,00 351 −1,41
2026-05-16 13F Arete Wealth Advisors, LLC 0 −100,00 0
2026-05-13 13F Adviser Investments LLC 241 999 4 124,11 22 443 4 063,64
2026-05-11 13F PCA Investment Advisory Services Inc. 17 456 −10,68 1 619 −12,07
2026-04-14 13F ACT Advisors, LLC. 23 055 −0,81 2 138 −2,29
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 633 0,32 59 −1,69
2026-05-12 13F BOK Financial Private Wealth, Inc. 450 0,00 42 −2,38
2026-04-21 13F OneAscent Wealth Management LLC 2 850 −8,33 264 −9,59
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 63 728 −5,34 5 910 −6,77
2026-04-16 13F Asset Advisors Investment Management, LLC 174 387 1,38 16 173 −0,15
2026-05-14 13F Van Hulzen Asset Management, LLC 99 010 0,87 9 182 −0,65
2026-04-22 13F Continuum Advisory, LLC 3 196 19,52 296 17,93
2026-05-14 13F Mcguire Capital Advisors Inc 21 0,00 2 0,00
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 32 253 −7,35 2 991 −8,76
2026-04-24 13F Northwest Financial Advisors 9 371 0,11 869 −1,36
2026-04-28 13F CAP Partners, LLC 4 290 −0,30 398 −1,98
2026-05-08 13F Coldstream Capital Management Inc 3 551 −4,10 329 −5,46
2026-05-11 13F Haverford Trust Co 46 666 −12,93 4 328 −14,25
2026-04-14 13F XY Planning Network, Inc. 22 006 −3,24 2 039 −4,76
2026-05-11 13F Godfrey Financial Associates, Inc. 170 0,00 16 −6,25
2026-04-27 13F Apeiron RIA LLC 4 318 −45,94 400 −47,09
2026-04-27 13F Ergawealth Advisors, Inc. 12 249 0,35 1 136 −1,22
2026-04-17 13F PMG Wealth Management, Inc. 11 513 −0,39 1 068 −1,93
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 3 890 0,00 361 −1,64
2026-04-30 13F Acorn Wealth Advisors, LLC 39 254 −2,64 3 640 −4,11
2026-04-21 13F Polaris Investment Advisors, LLC 3 009 −59,20 279 −59,80
2026-05-15 13F Harbour Investments, Inc. 36 312 59,66 3 368 57,26
2026-05-12 13F Benjamin Edwards Inc 18 440 −5,78 1 711 −7,22
2026-05-11 13F Waddell & Associates, Llc 6 470 0,00 600 −1,48
2026-04-13 13F Sherman Wealth Management LLC 31 052 2,11 2 880 0,56
2026-04-22 13F Norris Perne & French Llp/mi 0 −100,00 0
2026-05-01 13F International Assets Investment Management, Llc 13 385 −6,03 1 240 −7,53
2026-04-16 13F Security National Bank 221 121,00 20 122,22
2026-05-06 13F Bessemer Group Inc 8 316 2,21 1
2026-05-11 13F Fountainhead AM, LLC 162 32,79 15 36,36
2026-04-16 13F Stephen J. Garry & Associates, Llc 9 545 −5,07 885 −6,45
2026-05-15 13F Mission Wealth Management, Lp 7 002 −29,21 649 −30,29
2026-05-05 13F 4J Wealth Management LLC 6 275 0,00 582 −1,53
2026-04-27 13F Trademark Financial Management, LLC 3 198 −11,97 297 −13,45
2026-05-08 13F New England Private Wealth Advisors LLC 97 384 −4,13 9 031 −5,57
2026-04-13 13F Mather Group, Llc. 74 942 −0,46 6 950 −1,96
2026-05-13 13F Green Harvest Asset Management LLC 2 749 0,04 255 −1,55
2026-05-14 13F Phillips Wealth Planners LLC 3 425 −5,62 322 −5,85
2026-04-17 13F HHM Wealth Advisors, LLC 41 232 −1,79 3 824 −3,29
2026-04-29 13F Cvfg Llc 2 767 257
2026-04-13 13F Garrett Investment Advisors LLC 37 178 −4,16 3 448 −5,61
2026-05-04 13F Citizens National Bank Trust Department 1 520 −4,46 141 −6,04
2026-04-27 13F TCI Wealth Advisors, Inc. 4 544 −0,79 421 −2,32
2026-05-15 13F Summit Financial, LLC 71 860 9,25 6 664 7,61
2026-04-27 13F/A New World Advisors LLC 0 −100,00 0
2026-05-15 13F Cypress Capital Group 2 355 0,00 218 −1,36
2026-05-08 13F Steward Partners Investment Advisory, Llc 634 361 −4,79 58 831 −6,23
2026-05-12 13F Turning Point Benefit Group, Inc. 0 −100,00 0
2026-05-04 13F Brookwood Investment Group LLC 15 811 97,39 1 466 94,43
2026-04-14 13F Kozak & Associates, Inc. 223 0,00 21 −4,76
2026-04-16 13F Lexington Hill Partners, LLC 18 989 −45,47 1 761 −46,28
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 22 788 −1,14 2 113 −2,04
2026-05-06 13F Catalyst Capital Advisors LLC 4 242 597 13,05 393 458 11,34
2026-04-10 13F Pure Financial Advisors, Inc. 3 073 285
2026-04-27 13F Commonwealth Equity Services, Llc 0 −100,00 0 −100,00
2026-02-17 13F Junto Capital Management LP 0 −100,00 0
2026-04-15 13F DecisionMap Wealth Management, LLC 4 878 −73,32 452 −73,74
2026-04-23 13F Summit Investment Advisory Services, LLC 23 437 −2,71 2 174 −4,19
2026-04-14 13F Nbc Securities, Inc. 14 318 −6,07 1 328 −7,53
2026-05-13 13F Scotia Capital Inc. 17 066 −10,34 1 583 −11,72
2026-05-11 13F Great Valley Advisor Group, Inc. 44 587 8,62 4 135 6,99
2026-05-13 13F Freestone Capital Holdings, LLC 5 645 −2,81 524 −4,21
2026-05-01 13F Thrivent Financial For Lutherans 104 387 57,57 10 50,00
2026-05-14 13F Crabel Capital Management, LLC 5 000 464
2026-04-23 13F Littlejohn Financial Services, Inc. 54 216 0,28 5 028 −1,24
2026-04-23 13F Ewa, Llc 15 169 −2,96 1 407 −4,42
2026-05-12 13F Kingsview Wealth Management, LLC 41 056 0,43 3 808 −1,09
2026-05-12 13F Rsm Us Wealth Management Llc 206 453 −4,85 19 146 −7,06
2026-04-21 13F Pallas Capital Advisors LLC 21 900 −31,54 2 031 −32,57
2026-04-30 13F LRI Investments, LLC 246 −4,28 23 −8,33
2026-05-12 13F Advyzon Investment Management, LLC 14 545 465,95 1 349 457,02
2026-05-13 13F Principal Securities, Inc. 103 483 17,27 9 597 15,50
2026-04-22 13F Accretive Wealth Partners, LLC 2 280 211
2026-04-08 13F Birchbrook, Inc. 72 320 −2,52 6 707 −3,99
2026-04-08 13F McNaughton Wealth Management, LLC 46 762 −5,31 4 337 −6,75
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 100 376 −63,09 9 309 −63,64
2026-05-01 13F Securian Asset Management, Inc 837 287 −3,79 77 650 −5,24
2026-05-05 13F Crestwood Advisors Group LLC 42 582 −5,97 3 948 −7,41
2026-05-18 13F Strait & Sound Wealth Management LLC 12 108 0,61 1 123 −0,97
2026-05-13 13F Prestige Wealth Management Group LLC 172 0,00 16 −6,25
2026-05-11 13F BankPlus Trust Department 592 −6,03 55 −8,47
2026-04-06 13F Rosenberg Matthew Hamilton 3 006 0,00 279 −1,77
2026-04-22 13F Apollon Financial, LLC 53 926 −2,19 5 001 −3,66
2026-04-15 13F Valley National Advisers Inc 91 −79,22 0
2026-04-20 13F McKinley Carter Wealth Services, Inc. 4 026 0,10 373 −1,32
2026-04-16 13F Center For Asset Management LLC 8 290 −21,06 769 −22,27
2026-04-22 13F Ridgecrest Wealth Partners, Llc 6 187 0,00 574 −1,55
2026-04-17 13F Braeburn Wealth Management LLC 19 485 −1,51 1 807 −2,95
2026-05-15 13F Briggs Wealth Management, Inc 5 107 −2,95 474 −4,44
2026-05-15 13F/A Itau Unibanco Holding S.A. 47 930 4 445
2026-04-02 13F Aspect Partners, LLC 5 798 60,65 538 58,41
2026-05-14 13F Allworth Financial LP 60 372 3,88 5 599 2,30
2026-05-14 13F Advisory Alpha, LLC 23 024 1,41 2 136 −0,14
2026-05-08 13F Mosaic Financial Group, Llc 3 373 0,00 0
2026-04-27 13F Exencial Wealth Advisors, Llc 9 537 6,10 884 4,49
2026-05-07 13F Carson Advisory Inc. 2 744 13,06 254 11,40
2026-05-07 13F Beta Wealth Group, Inc. 12 199 −0,85 1 131 −2,33
2026-05-04 13F Clear Investment Research, Llc 500 46
2026-05-15 13F Purpose Unlimited Inc. 15 144 4,78 1 404 3,24
2026-05-13 13F PKS Advisory Services, LLC 7 225 −11,49 663 −13,67
2026-04-17 13F Aspire Growth Partners LLC 16 371 −0,32 1 518 −1,81
2026-04-24 13F Enzi Wealth 33 155 −12,47 3 075 −14,23
2026-04-10 13F FORM Wealth Advisors, LLC 10 031 −50,47 930 −51,23
2026-04-23 13F First Pacific Financial 1 082 0,37 100 −0,99
2026-05-14 13F Milestone Asset Management Group, LLC 35 737 3,03 3 314 1,50
2026-02-17 13F Tolleson Wealth Management, Inc. 9 890 0,00 931 −0,96
2026-04-16 13F Scott & Selber, Inc. 2 161 0,05 200 −1,48
2026-04-10 13F Perfromance Wealth Partners, LLC 44 298 23,53 4 108 21,68
2026-04-15 13F Brady Martz Wealth Solutions, LLC 5 664 0,00 525 −1,50
2026-05-05 13F Atria Investments Llc 63 078 1,26 5 850 −0,27
2026-04-08 13F Sapient Capital Llc 13 995 0,00 1 298 −2,04
2026-05-14 13F Ade, Llc 39 088 −10,12 3 625 −11,46
2026-05-06 13F Shared Vision Wealth Group LLC 0 −100,00 0
2026-05-12 13F Reyes Financial Architecture, Inc. 2 569 1,18 238 −0,42
2026-05-15 13F Cresset Asset Management, LLC 106 583 −3,09 9 885 −4,56
2026-05-15 13F Ameriflex Group, Inc. 142 0,00 13 0,00
2026-05-15 13F Royal Bank Of Canada 1 558 899 −6,30 144 574 −7,71
2026-02-12 13F Tripletail Wealth Management, LLC 0 −100,00 0
2026-04-30 13F Donaldson Capital Management, Llc 3 423 12,23 317 10,45
2026-04-22 13F Caldwell Trust Co 1 095 −31,35 102 −32,67
2026-05-06 13F Hershey Financial Advisers, LLC 12 624 −29,50 1 171 −30,60
2026-04-13 13F Winthrop Advisory Group LLC 2 778 −11,61 258 −12,88
2026-04-22 13F Millburn Ridgefield Corp 4 242 597 13,05 393 458 11,34
2026-05-01 13F Hantz Financial Services, Inc. 1 366 36,87 0
2026-04-27 13F Wbh Advisory Inc 6 747 −8,34 625 −9,81
2026-05-11 13F Collier Financial 89 0,00 8 0,00
2026-05-04 13F Bedel Financial Consulting, Inc. 3 421 0,18 317 −1,25
2026-04-22 13F Wetzel Investment Advisors, Inc. 13 617 −6,55 1 263 −8,02
2026-02-03 13F Lubar & Co., Inc 0 −100,00 0
2026-01-12 13F AllSquare Wealth Management LLC 83 0,00 8 0,00
2026-05-01 13F Strategic Wealth Advisors LLC 575 −14,18 0
2026-04-15 13F Apex Wealth Management, LLC 4 022 0,00 373 −1,58
2026-04-22 13F Patton Fund Management, Inc. 0 −100,00 0
2026-05-14 13F Aries Wealth Management 29 299 −2,61 2 717 −4,06
2026-04-06 13F Karras Company, Inc. 12 909 −10,69 1 197 −11,99
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-05-14 13F Raymond James Financial Inc 14 250 677 3,47 1 321 608 1,91
2026-05-15 13F Fairview Capital Investment Management, Llc 4 525 0,00 420 −1,64
2026-04-20 13F C2C Wealth Management, LLC 10 165 0,00 943 −1,57
2026-04-23 13F BXM Wealth LLC 15 124 0,00 1 403 −1,54
2026-05-12 13F Entrust Financial Llc 346 −7,49 32 −8,57
2026-05-12 13F Colonial Trust Advisors 57 953 −1,95 5 375 −3,43
2026-02-14 13F POM Investment Strategies, LLC 0 −100,00 0
2026-05-15 13F IMG Wealth Management, Inc. 1 737 −50,00 161 −50,76
2026-04-07 13F Farther Finance Advisors, LLC 37 851 −6,07 3 508 −7,56
2026-02-06 13F Global Retirement Partners, LLC 61 143 38,95 5 757 37,53
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 −100,00 0
2026-04-28 13F Quent Capital, LLC 26 −77,78 2 −81,82
2026-05-04 13F Stage Harbor Financial, Llc 2 346 −1,84 218 −3,56
2026-05-01 13F Clarity Financial LLC 2 843 0,00 264 −1,50
2026-05-14 13F Cwm, Llc 733 419 −7,83 68 017 91 814,86
2026-04-29 13F Schmidt P J Investment Management Inc 5 821 4,10 540 2,47
2026-05-08 13F Moors & Cabot, Inc. 12 064 2,06 1 119 0,45
2026-05-14 13F Institute for Wealth Management, LLC. 4 956 3,31 460 1,77
2026-05-14 13F Ieq Capital, Llc 7 014 −45,19 651 −46,06
2026-04-24 13F Merited Wealth, LLC 0 −100,00 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 1 521 231 −9,19 141 079 −10,56
2026-05-11 13F Aptus Capital Advisors, LLC 70 042 −10,15 6 496 −11,51
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 28 120 74,23 2 608 71,63
2026-05-12 13F Stifel Financial Corp 656 306 0,13 60 867 −1,38
2026-04-08 13F Sandbox Financial Partners, LLC 2 864 0,28 266 −1,12
2026-05-06 13F TopTier Wealth Management, LLC 642 60
2026-04-16 13F Five Pine Wealth Management 4 228 1,32 392 0,00
2026-05-15 13F Barnes Wealth Management Group, Inc 5 782 2,72 536 1,32
2026-05-06 13F Leuthold Group, Llc 0 −100,00 0
2026-05-14 13F Missouri Trust & Investment Co 373 0,00 35 −2,86
2026-05-13 13F Corsicana & Co. 835 0,00 78 0,00
2026-04-21 13F Ketron Financial 2 820 262
2026-04-10 13F MKT Advisors LLC 4 460 0,00 416 −0,95
2026-04-15 13F Fifth Third Securities, Inc. 5 014 −2,36 465 −3,73
2026-05-05 13F Sanctuary Advisors, LLC 215 810 −4,70 20 014 −6,14
2026-05-15 13F Silvercrest Asset Management Group Llc 82 983 0,00 7 696 −1,51
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 10 −97,21 1 −100,00
2026-04-07 13F Park Avenue Securities Llc 266 927 −13,80 25 −17,24
2026-05-12 13F Greenwich Wealth Management LLC 3 208 43,21 0
2026-04-24 13F Goldstone Financial Group, LLC 13 325 −0,58 1 236 −2,14
2026-04-07 13F Central Pacific Bank - Trust Division 40 0,00 4 0,00
2026-05-05 13F Mcmorgan & Co Llc 28 238 0,38 2 619 −1,13
2026-04-07 13F Retirement Wealth Solutions LLC 2 350 10,59 218 8,50
2026-05-05 13F PFG Advisors 15 611 5,90 1 448 4,25
2026-05-15 13F New England Asset Management Inc 29 950 2,74 2 778 1,20
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 4 469 −1,37 414 −2,82
2026-04-28 13F TritonPoint Partners, LLC 0 −100,00 0
2026-05-01 13F 46 Peaks LLC 3 845 0,00 357 −1,66
2026-05-14 13F Orion Capital Management LLC 700 0,00 65 −1,54
2026-02-18 13F Financial Advisory Service, Inc. 74 589 0,35 7 023 −0,68
2026-04-23 13F Harbor Investment Advisory, Llc 1 265 0,00 117 −1,68
2026-04-13 13F Wolff Wiese Magana Llc 1 430 0,00 133 −1,49
2026-04-15 13F Sarver Vrooman Wealth Advisors 3 442 −91,11 319 −91,25
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 −100,00 0
2026-04-15 13F Peddock Capital Advisors, Llc 14 874 0,00 1 379 −1,50
2026-04-06 13F Acima Private Wealth, Llc 106 −43,62 10 −47,06
2026-05-11 13F Founders Financial Alliance, LLC 2 639 49,69 245 46,99
2026-04-21 13F MBE Wealth Management, LLC 7 915 −0,04 734 −1,48
2026-04-28 13F K2 Financial Inc. 11 930 −0,08 1 122 −0,53
2026-04-20 13F Skyline Advisors, Inc. 4 655 4,07 432 2,38
2026-05-13 13F Lloyd Advisory Services, LLC. 749 −61,33 69 −62,09
2026-04-08 13F Archer Investment Management, LLC 9 955 923
2026-04-20 13F Joel Adams & Associates, Inc. 6 463 19,57 599 17,91
2026-05-12 13F Aspiriant, Llc 83 101 −0,13 7 707 −1,63
2026-02-11 13F Syon Capital Llc 0 −100,00 0 −100,00
2026-05-12 13F Sovereign Investment Advisors, LLC 160 630 4,35 14 897 2,77
2026-05-06 13F Sentinus, LLC 2 929 −19,49 272 −20,76
2026-05-07 13F Avidian Wealth Solutions, LLC 6 942 −4,59 644 −6,13
2026-04-10 13F Oxinas Partners Wealth Management LLC 11 804 10,52 1 095 8,86
2026-05-07 13F Scarborough Advisors, LLC 742 0,00 0
2026-05-05 13F Milestone Investment Advisors LLC 48 938 0,50 4 538 −1,03
2026-05-06 13F MTM Investment Management, LLC 1 373 −40,59 127 −41,47
2026-04-22 13F Qp Wealth Management, Llc 12 228 1 134
2026-04-23 13F Glass Jacobson Investment Advisors llc 5 610 0,00 520 −1,52
2026-05-06 13F MorganRosel Wealth Management, LLC 29 241 −70,85 2 712 −71,29
2026-04-14 13F Well Done, LLC 228 169 −6,58 21 160 −7,99
2026-05-06 13F GatePass Capital, LLC 6 249 0,00 580 −1,53
2026-02-17 13F Custos Family Office, LLC 87 678 −11,74 8 256 −12,65
2026-04-29 13F/A True Link Financial Advisors, LLC 172 16
2026-05-08 13F Bokf, Na 48 202 33,11 4 470 31,12
2026-05-04 13F Titiun Yejiel 3 605 0,00 334 −1,47
2026-05-13 13F Ameritas Investment Partners, Inc. 6 100 2 552,17 566 2 590,48
2026-04-29 13F Opulen Financial Group LLC 5 133 0,08 476 −1,24
2026-02-13 13F Clearview Wealth Advisors LLC 2 421 −12,19 228 −13,36
2026-03-04 13F AG Campbell Advisory, LLC 12 1
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12 009 8,67 1 114 7,02
2026-05-15 13F 10Elms LLP 60 530 80,77 5 614 78,08
2026-05-27 13F Alpha Capital Advisors Inc /adv 98 148 0,11 9 102 −1,53
2026-04-20 13F TFB Advisors LLC 0 −100,00 0
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 8 772 29,97 814 28,03
2026-04-29 13F Harbour Capital Advisors, LLC 2 700 0,00 254 0,79
2026-04-17 13F Gibson Capital, LLC 5 346 0,00 496 −1,59
2026-05-04 13F Copia Wealth Management 163 0,00 15 0,00
2026-05-08 13F Jackson Hole Capital Partners, LLC 834 0,00 77 −1,28
2026-04-02 13F Noble Wealth Management PBC 3 004 −1,64 279 −3,14
2026-05-01 13F Kraft, Davis & Associates, LLC 0 −100,00 0
2026-05-12 13F Community Bank, N.A. 2 500 0,00 232 −1,70
2026-04-21 13F One Wealth Advisors, LLC 29 639 4,23 2 749 −1,61
2026-04-21 13F Sensible Money, LLC 8 678 0,00 805 −1,59
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 1 529 0,00 142 −2,08
2026-04-29 13F KERR FINANCIAL PLANNING Corp 6 885 −45,74 646 −46,34
2026-02-06 13F GPS Wealth Strategies Group, LLC 196 −99,44 18 −99,46
2026-05-11 13F Financial Perspectives, Inc 1 529 8,06 142 6,02
2026-05-13 13F Argent Trust Co 2 328 −9,70 216 −11,16
2026-04-15 13F Trust Point Inc. 10 593 0,21 982 −1,31
2026-05-01 13F Concord Asset Management, LLC/VA 2 779 0,00 258 −1,53
2026-05-07 13F Wharton Business Group, LLC 67 116 0,72 6 224 −0,80
2026-04-24 13F Charter Oak Capital Management, LLC 2 193 −0,27 203 −1,93
2026-05-11 13F OpenArc Corporate Advisory, LLC 2 565 238
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 5 568 0,00 516 −1,53
2026-04-28 13F Flagship Harbor Advisors, Llc 42 156 −3,34 3 910 −4,80
2026-05-11 13F Manchester Capital Management LLC 0 −100,00 0
2026-05-07 13F Managed Asset Portfolios, Llc 0 −100,00 0
2026-05-18 13F Centaurus Financial, Inc. 16 867 8,48 2 0,00
2026-05-21 13F Raab & Moskowitz Asset Management LLC 10 108 1,67 937 0,11
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 −100,00 0
2026-05-13 13F Cetera Investment Advisers 2 162 456 1,85 200 546 0,31
2026-02-12 13F Logan Capital Management Inc 0 −100,00 0 −100,00
2026-05-15 13F Tradition Wealth Management, LLC 33 228 −12,18 3 082 −13,50
2026-04-29 13F Strategic Blueprint, LLC 37 101 −0,13 3 441 −1,63
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 334 0,00 32 0,00
2026-05-14 13F Chancellor Financial Group WB LP 3 623 −3,21 336 −4,83
2026-05-12 13F Vestcor Inc 239 551 −43,07 22 −43,59
2026-04-30 13F Colton Groome Financial Advisors, Llc 3 900 −1,59 362 −3,22
2026-05-13 13F Federation des caisses Desjardins du Quebec 9 885 111,44 917 108,18
2026-04-16 13F Diversified Trust Co 22 334 −6,96 2 071 −8,36
2026-04-16 13F Balboa Wealth Partners 2 482 0,00 230 −1,29
2026-04-29 13F Global Strategic Investment Solutions, LLC 2 447 0,00 227 −1,74
2026-05-04 13F Modus Advisors, LLC 58 873 −26,01 5 460 −27,14
2026-02-13 13F J Hagan Capital, Inc. 0 −100,00 0
2026-05-01 13F Harwood Advisory Group, LLC 45 0,00 4 0,00
2026-05-15 13F Cascades Capital Asset Management, LLC 3 687 0,00 342 −1,73
2026-04-20 13F Fiduciary Alliance LLC 3 146 18,32 296 18,00
2026-05-14 13F Captrust Financial Advisors 715 391 −2,79 66 341 −4,26
2026-05-15 13F Citadel Advisors Llc 0 −100,00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 5 752 −9,17 533 −10,57
2026-04-29 13F Cordatus Wealth Management LLC 48 104 −1,24 4 461 −2,73
2026-04-20 13F GSB Wealth Management, LLC 2 384 −15,01 221 −16,29
2026-05-14 13F Dorsey & Whitney Trust CO LLC 10 945 0,00 1 015 −1,46
2026-04-21 13F Creative Capital Management Investments LLC 6 0,00 1
2026-04-30 13F Horrell Capital Management, Inc. 340 0,00 32 −3,12
2026-05-08 13F Vanguard Advisers Inc 3 840 356
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 805 0,00 75 −1,33
2026-05-08 13F Prime Capital Investment Advisors, LLC 38 229 0,36 3 545 −1,14
2026-04-24 13F Vision Capital Management, Inc. 2 908 0,00 270 −1,47
2026-05-19 13F Western Wealth Management, LLC 75 105 1,15 6 965 −0,37
2026-05-15 13F Gateway Wealth Partners, LLC 107 296 114,30 9 951 111,07
2026-05-04 13F Tradewinds, LLC. 0 −100,00 0
2026-01-30 13F BancorpSouth Bank 2 184 −5,94 206 −6,82
2026-05-12 13F TIAA Wealth Investment Management LLC 380 35
2026-05-06 13F Meridian Wealth Management, LLC 5 779 −5,93 536 −7,44
2026-04-07 13F Eastern Bank 25 −62,12 2 −66,67
2026-01-16 13F Trust Co Of Vermont 4 670 −16,26 440 −17,17
2026-05-11 13F Penserra Capital Management LLC 225 590 21
2026-01-29 13F RMG Wealth Management LLC 0 −100,00 0
2026-05-12 13F Kirtland Hills Capital Management, Llc 34 793 52,67 3 271 52,49
2026-05-07 13F FourThought Financial Partners, LLC 0 −100,00 0
2026-04-09 13F Everhart Financial Group, Inc. 8 751 5,09 812 3,44
2026-05-06 13F LPL Financial LLC 6 281 097 −0,12 582 509 −1,63
2026-05-15 13F JT Stratford LLC 6 532 0,00 606 −1,63
2026-05-05 13F Birchwood Financial Partners, Inc. 799 −9,51 74 −10,84
2026-04-30 13F Petix & Botte Co 17 655 −52,22 3 275 −5,89
2026-05-04 13F Wsfs Capital Management, Llc 2 198 204
2026-02-10 13F Sequent Asset Management, LLC 59 865 5,11 5 637 4,04
2026-04-15 13F Fluent Financial, LLC 3 051 0,00 285 −0,70
2026-05-12 13F Luken Investment Analytics, LLC 425 0,00 39 −2,50
2026-05-15 13F Round Rock Advisors, LLC 45 539 −0,87 4 223 −2,36
2026-04-22 13F Investment Advisory Group, LLC 66 157 −0,60 6 135 −2,09
2026-05-06 13F FSA Advisors, Inc. 0 −100,00 0
2026-05-08 13F Blair William & Co/il 79 569 −2,18 7 379 −3,64
2026-04-28 13F Bravias Capital Group, LLC 11 731 0,00 1 088 −1,54
2026-05-04 13F Chicago Partners Investment Group LLC 7 678 −3,76 722 −4,50
2026-04-10 13F BostonPremier Wealth LLC 7 151 −4,21 663 −5,56
2026-05-01 13F Sovran Advisors, LLC 9 535 5,10 902 5,25
2026-01-23 13F Altfest L J & Co Inc 0 −100,00 0
2026-04-21 13F Nemes Rush Group LLC 221 −1,78 20 −4,76
2026-05-08 13F McAdam, LLC 2 458 0,29 228 −1,30
2026-05-12 13F Cooper/haims Advisors, Llc 2 194 0,00 203 −1,46
2026-05-13 13F First Trust Advisors Lp 93 487 967,45 8 670 952,06
2026-02-17 13F Citadel Advisors Llc Call 0 −100,00 0
2026-04-13 13F Chesley Taft & Associates LLC 2 450 0,00 227 −1,30
2026-04-28 13F Belpointe Asset Management LLC 6 355 −2,13 589 −3,60
2026-04-27 13F Altus Wealth Group LLC 2 419 −57,94 224 −58,60
2026-04-08 13F Post Resch Tallon Group Inc. 7 888 7,20 731 5,64
2026-04-17 13F Summit Wealth Partners, LLC 182 452 −3,31 16 921 −4,77
2026-05-15 13F Peapack Gladstone Financial Corp 5 187 0,00 0
2026-04-24 13F Mann Financial Group, Inc. 65 958 −8,80 6 117 −10,19
2026-04-17 13F Roxbury Financial LLC 4 547 −0,39 422 −1,86
2026-05-06 13F Assetmark, Inc 1 343 205 −13,58 124 569 −14,89
2026-05-14 13F Keebeck Wealth Management, LLC 20 901 −8,44 1 938 −9,82
2026-04-27 13F Syntegra Private Wealth Group, LLC 155 157 −16,75 14 389 −18,01
2026-05-06 13F Avalon Trust Co 2 550 0,00 236 −1,67
2026-04-17 13F Cora Capital Advisors Llc 35 694 −2,26 3 310 −3,72
2026-05-05 13F UBS Group AG 3 227 908 −5,57 299 356 −6,99
2026-05-07 13F Crewe Advisors LLC 171 0,00 16 −6,25
2026-05-11 13F Ewing Morris & Co. Investment Partners Ltd. 7 180 3,61 666 0,76
2026-04-14 13F Bay Harbor Wealth Management, LLC 43 −8,51 4 −25,00
2026-05-12 13F Sfmg, Llc 6 007 1,42 557 0,00
2026-04-15 13F ARS Wealth Advisors Group, LLC 366 628 −2,88 34 001 −4,34
2026-04-28 13F Meridian Investment Counsel Inc. 3 284 0,00 305 −1,62
2026-04-13 13F Gill Capital Partners, Llc 1 200 111
2026-05-11 13F Savvy Advisors, Inc. 27 995 −6,17 2 596 −7,58
2026-04-28 13F Kingswood Wealth Advisors, Llc 79 801 −6,42 7 401 −7,83
2026-04-07 13F Anderson Hoagland & Co 210 228 15,77 19 497 14,03
2026-04-27 13F Prasad Wealth Partners, LLC 8 242 2,95 764 1,46
2026-05-04 13F Geneos Wealth Management Inc. 1 143 557 99,30 106 053 96,29
2026-04-24 13F National Asset Management, Inc. 3 524 −1,12 323 −3,58
2026-04-17 13F Vermillion Wealth Management, Inc. 67 0,00 6 0,00
2026-05-13 13F Choate Investment Advisors 65 915 9,09 6 113 7,44
2026-04-29 13F Addison Capital Co 17 147 1 590
2026-05-04 13F Lifeworks Advisors, LLC 0 −100,00 0
2026-05-05 13F Gallacher Capital Management LLC 5 575 −0,07 517 −1,52
2026-04-09 13F Wedmont Private Capital 3 571 65,94 336 66,34
2026-04-16 13F Hicks Capital Management Llc 23 539 0,03 2 183 −1,44
2026-05-14 13F Gwn Securities Inc. 3 502 −0,57 325 −2,11
2026-04-24 13F Berkeley, Inc 5 012 0,00 465 −1,49
2026-04-17 13F BCS Wealth Management 0 −100,00 0
2026-04-21 13F FLP Wealth Management, LLC 0 −100,00 0
2026-05-12 13F KilterHowling LLC 139 419 1,61 12 930 0,08
2026-04-21 13F Laurel Oak Wealth Management, Llc 5 858 0,03 543 −1,45
2026-04-20 13F Apella Capital, LLC 109 218 −8,08 10 360 −7,40
2026-05-05 13F Beaumont Financial Advisors, LLC 3 643 −1,09 338 −2,60
2026-05-15 13F Mercer Global Advisors Inc /adv 1 077 889 −14,97 99 963 −16,25
2026-04-22 13F LifeSteps Financial, Inc. 5 822 −1,71 540 −3,23
2026-04-17 13F RFG Advisory, LLC 5 970 4,88 554 3,36
2026-04-23 13F Cornerstone Wealth Management, LLC 256 054 0,90 23 747 −0,62
2026-04-27 13F River's Edge Wealth Management, Llc 27 167 0,97 2 556 −1,28
2026-05-08 13F Rik Saylor Financial, Inc. 43 326 −1,76 4 018 −3,23
2026-05-15 13F Tudor Investment Corp Et Al 2 506 −98,47 232 −98,50
2026-04-13 13F Arkansas Financial Group, Inc. 41 464 0,00 3 903 −0,05
2026-04-15 13F City Holding Co 81 0,00 8 0,00
2026-05-01 13F Pittenger & Anderson Inc 17 0,00 2 0,00
2026-04-28 13F Nbt Bank N A /ny 2 983 57,50 277 −1,43
2026-04-22 13F Spire Wealth Management 20 128 −0,04 1 867 −1,58
2026-05-12 13F IFG Advisory, LLC 1 401 −96,22 130 −96,30
2026-05-28 13F Cozad Asset Management Inc 43 070 −1,99 3 994 −3,46
2026-05-14 13F Jacobi Capital Management LLC 13 651 −2,75 1 266 −4,24
2026-05-12 13F Avant Capital LLC 72 021 −3,31 6 679 −4,76
2026-05-14 13F Catalytic Wealth RIA, LLC 20 118 0,00 1 866 −1,53
2026-05-14 13F Rockefeller Capital Management L.P. 200 055 −1,24 18 553 −2,73
2026-05-13 13F Park Square Financial Group, LLC 0 −100,00 0
2026-05-15 13F Pursuit Wealth Strategies, Llc 2 445 1,92 227 0,44
2026-05-07 13F Carl P. Sherr & Co., LLC 2 865 0,00 266 −2,57
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 62 6
2026-04-21 13F Delta Wealth Advisors LLC 36 699 0,30 3 403 −1,22
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 106 0,00 10 0,00
2026-04-17 13F Stonehearth Capital Management, LLC 6 563 −8,09 609 −9,52
2026-04-27 13F Forte Asset Management Llc 5 565 0,00 516 −1,53
2026-04-28 13F Bfsg, Llc 353 −16,55 33 −17,95
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 38 935 0,52 3 611 −1,37
2026-05-06 13F Dunhill Financial, LLC 1 062 2,91 98 1,03
2026-04-22 13F Coastal Investment Advisors, Inc. 2 138 −39,91 198 −40,90
2026-04-27 13F Tanglewood Legacy Advisors, LLC 20 391 −1,49 1 891 −2,98
2026-05-06 13F Hartland & Co., LLC 80 348 −4,03 7 451 −5,47
2026-05-01 13F Symphony Financial, Ltd. Co. 3 550 0,00 327 −3,26
2026-04-27 13F Iron Financial, LLC 11 238 −22,19 1 042 −23,33
2026-04-20 13F Tranquility Partners, LLC 15 873 5,17 1 441 1,41
2026-05-12 13F Chapman Financial Group, Llc 585 51,95 54 50,00
2026-02-02 13F Independence Asset Advisors, LLC 0 −100,00 0
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 −100,00 0
2026-05-15 13F Squarepoint Ops LLC 14 064 1 304
2026-05-15 13F Vertex Planning Partners, LLC 6 558 −0,02 608 −1,46
2026-04-21 13F Creekside Partners 16 672 0,08 1 546 −1,40
2026-04-23 13F Mayflower Financial Advisors, LLC 74 220 0,36 6 883 −1,15
2026-05-01 13F Citizens Financial Group Inc/ri 234 954 −0,67 21 790 −2,16
2026-04-20 13F Foster Victor Wealth Advisors, LLC 2 632 0,00 247 −0,81
2026-04-30 13F Private Trust Co Na 17 615 3,28 1 634 1,68
2026-05-08 13F/A JPL Wealth Management, LLC 164 15
2026-04-29 13F Clear Point Advisors Inc. 0 −100,00 0
2026-05-14 13F Pinnacle Family Advisors, LLC 2 554 −52,12 237 −52,99
2026-04-14 13F Value Investment Professionals, LLC 0 −100,00 0
2026-05-14 13F Simplex Trading, Llc 361 −28,09 33 −29,79
2026-04-22 13F Jim Saulnier & Associates, Llc 2 448 0,20 227 −1,74
2026-04-08 13F Grove Bank & Trust 4 000 0,00 371 −1,60
2026-01-05 13F Chesapeake Asset Management Llc 0 −100,00 0 −100,00
2026-05-01 13F Team Financial Group, LLC 1 528 0,39 142 −1,40
2026-04-24 13F KPP Advisory Services LLC 3 872 −0,10 359 −1,37
2026-05-15 13F Fwl Investment Management, Llc 22 0,00 2 0,00
2026-05-15 13F Citadel Advisors Llc Put 8 600 −46,58 798 −47,39
2026-05-01 13F Valmark Advisers, Inc. 181 946 −15,29 16 874 −16,57
2026-05-27 13F Security Financial Services, INC. 6 700 −24,52 621 −25,63
2026-04-23 13F Summit Wealth Group Llc / Co 6 193 53,06 574 51,05
2026-05-13 13F Kingdom Financial Group LLC. 749 −68,90 69 −69,47
2026-04-21 13F Kingsman Wealth Management, Inc. 5 278 0,42 489 −1,01
2026-05-01 13F TSA Wealth Managment LLC 4 115 15,56 382 13,73
2026-05-07 13F JMG Financial Group, Ltd. 12 847 0,00 1 191 −1,49
2026-05-11 13F Cornerstone Planning, LLC 49 756 24,98 4 617 22,60
2026-04-21 13F E&G Advisors, LP 7 514 0,00 697 −1,56
2026-05-15 13F Change Path, LLC 127 008 −11,29 11 779 −12,63
2026-05-08 13F Schrum Private Wealth Management LLC 8 611 −1,42 799 −2,92
2026-04-24 13F Saxony Capital Management, LLC 19 365 1 796
2026-05-29 13F Asset Dedication, LLC 8 370 0,50 776 −1,02
2026-04-13 13F St Germain D J Co Inc 1 291 27,57 120 25,26
2026-05-01 13F Johnson Investment Counsel Inc 1 276 721 3,45 118 403 1,89
2026-05-15 13F DT Investment Partners, LLC 1 000 93
2026-05-12 13F Summit Trail Advisors, Llc 17 074 −9,01 1 583 −10,36
2026-04-17 13F Sovereign Financial Group, Inc. 6 896 −3,54 640 −5,05
2026-04-27 13F Tsfg, Llc 3 078 0,00 0
2026-04-10 13F Perigon Wealth Management, LLC 59 940 −5,78 5 559 −7,21
2026-05-11 13F Hansen & Associates Financial Group, Inc. 25 300 3,46 2 362 0,72
2026-05-01 13F 180 Wealth Advisors, Llc 21 950 −1,13 2 036 −2,63
2026-05-11 13F Nomura Asset Management Co Ltd 23 400 2 170
2026-05-05 13F Cherry Tree Wealth Management, LLC 13 187 −1,39 1 223 −2,94
2026-04-17 13F Bell Investment Advisors, Inc 38 630 −1,01 3 583 −2,50
2026-01-12 13F World Equity Group, Inc. 0 −100,00 0
2026-04-10 13F Abound Wealth Management 333 0,00 31 −3,23
2026-05-11 13F Umb Bank N A/mo 63 172 52,88 5 859 50,59
2026-05-11 13F CFO4Life Group, LLC 11 776 0,07 1 092 −1,44
2026-05-12 13F Legacy Advisory Services, LLC 110 547 −14,98 10 252 −16,26
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 74 725 −0,91 6 930 −2,41
2026-04-15 13F Snider Financial Group 11 730 4,75 1 088 3,13
2026-05-05 13F Smart Money Group LLC 17 365 −5,78 1 610 −7,20
2026-05-15 13F/A EverSource Wealth Advisors, LLC 3 101 −12,45 288 −13,81
2026-05-07 13F EPG Wealth Management LLC 539 50
2026-04-28 13F Southern Michigan Bank & Trust 215 20
2026-05-13 13F Clear Wave Wealth Management Llc 145 638 13 506
2026-04-08 13F Selby Wealth Management, LLC 20 193 −4,99 1 873 −6,45
2026-05-12 13F Wescott Financial Advisory Group, LLC 15 857 −2,29 1 471 −3,73
2026-04-15 13F DAVENPORT & Co LLC 9 406 2,85 872 1,28
2026-04-14 13F HMV Wealth Advisors, LLC 2 681 0,00 249 −1,59
2026-04-22 13F Apollon Wealth Management, LLC 50 326 0,77 4 667 −0,74
2026-04-24 13F Greater Midwest Financial Group, LLC 7 744 0,43 718 −1,10
2026-04-21 13F Berkshire Money Management, Inc. 10 251 1,88 951 0,32
2026-04-15 13F Register Financial Advisors LLC 3 743 −2,32 347 −3,61
2026-05-01 13F Avion Wealth 726 0,00 0
2026-04-01 13F First Financial Bank - Trust Division 9 465 −6,20 878 −7,68
2026-05-11 13F MCF Advisors LLC 992 −0,10 92 −1,08
2026-05-15 13F Goldman Sachs Group Inc 123 606 −25,63 11 463 −26,74
2026-04-15 13F Seacrest Wealth Management, Llc 2 972 −19,68 276 −20,98
2026-05-08 13F Fortis Group Advisors, LLC 14 536 −3,11 1 373 −3,58
2026-02-11 13F Advocacy Wealth Management Services, LLC 0 −100,00 0
2026-04-23 13F Mattern Wealth Management LLC 12 512 −0,05 1 160 −1,53
2026-05-12 13F Tocqueville Asset Management L.p. 3 854 2,94 357 1,42
2026-01-30 13F Spreng Capital Management, Inc. 0 −100,00 0
2026-05-11 13F CAPROCK Group, Inc. 17 963 −1,70 1 666 −3,20
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-04-17 13F Integrated Capital Management, LLC 8 061 0,44 748 −1,06
2026-05-13 13F NewEdge Wealth, LLC 33 667 46,06 3 122 43,87
2026-04-30 13F Mosaic Family Wealth Partners, Llc 16 960 1 573
2026-05-12 13F M&t Bank Corp 86 002 −10,84 7 976 −12,19
2026-04-21 13F Wedbush Securities Inc 9 567 3,88 1
2026-04-29 13F Garde Capital, Inc. 6 219 −10,25 577 −11,66
2026-05-05 13F Landing Point Financial Group, LLC 0 −100,00 0
2026-05-04 13F Envestnet Asset Management Inc 3 985 108 14,48 369 579 12,76
2026-02-17 13F SageView Advisory Group, LLC 73 022 −3,55 6 876 −4,54
2026-04-07 13F Legacy Solutions, Llc 2 350 0,04 218 −1,81
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 5 104 −2,71 473 −4,06
2026-05-14 13F Guardian Asset Advisors, LLC 2 822 −96,63 262 −96,69
2026-05-15 13F Ancora Advisors, LLC 110 591 −1,90 10 256 −3,38
2026-05-15 13F Hancock Whitney Corp 4 261 13,20 403 13,84
2026-01-23 13F Ball & Co Wealth Management Inc. 0 −100,00 0
2026-04-24 13F FRG Family Wealth Advisors LLC 7 475 0,00 693 −1,42
2026-04-21 13F Claro Advisors LLC 15 501 0,03 1 438 −1,51
2026-05-07 13F BlueStem Wealth Partners, LLC 132 339 12 273
2026-04-29 13F Marino, Stram & Associates Llc 32 572 −1,83 3 021 −3,33
2026-04-27 13F Mount Yale Investment Advisors, LLC 16 996 −34,32 1 576 −35,30
2026-04-28 13F Indiana Trust & Investment Management CO 70 6
2026-05-12 13F Great Diamond Partners, LLC 0 −100,00 0
2026-05-07 13F Facet Wealth, Inc. 465 985 0,74 43 215 −1,82
2026-05-01 13F Signature Resources Capital Management, LLC 1 421 −15,21 132 −16,56
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 7 262 673
2026-04-30 13F Roman Butler Fullerton & Co 16 926 0,41 1 593 −0,25
2026-05-04 13F Milestones Private Investment Advisors LLC 8 610 −47,44 798 −48,25
2026-05-11 13F Integrity Alliance, Llc. 18 897 −4,94 1 753 −6,36
2026-05-15 13F Armis Advisers, LLC 3 240 0,00 306 2,01
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1 900 80,78 176 79,59
2026-04-29 13F Garner Asset Management Corp 0 −100,00 0
2026-05-15 13F Advisory Services Network, LLC 52 988 5,44 4 914 3,87
2026-04-28 13F Parthenon Llc 6 174 0,00 573 −1,55
2026-05-13 13F NFP Retirement, Inc. 6 726 −0,25 624 −1,74
2026-05-14 13F Evergreen Capital Management Llc 110 483 −0,57 10 246 −2,06
2026-05-01 13F New Republic Capital, LLC 5 157 0,16 478 −1,24
2026-05-15 13F/A Arrowroot Family Office, LLC 10 707 3,61 993 1,95
2026-05-15 13F Chilton Investment Co Llc 21 500 0,00 1 994 −1,53
2026-04-07 13F Legacy Private Trust Co. 29 478 −31,00 2 734 −32,05
2026-05-11 13F Tranquilli Financial Advisor LLC 21 262 −6,09 1 972 −7,51
2026-05-05 13F Newbridge Financial Services Group, Inc. 156 0,00 14 0,00
2026-05-08 13F Wilkerson Advisory Group LLC 176 0,00 16 0,00
2026-05-12 13F GGM Financials LLC 30 452 −0,41 2 824 −1,91
2026-05-14 13F Integrity Financial Corp /WA 1 942 −20,51 180 −21,74
2026-05-05 13F Bank of New York Mellon Corp 532 541 −0,82 49 388 −2,32
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 −100,00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 117 −35,36 11 −41,18
2026-05-04 13F Illumine Investment Management, LLC 7 822 0,00 725 −1,49
2026-05-12 13F Ameritas Advisory Services, LLC 29 086 −7,19 2 697 −8,58
2026-04-21 13F Hudson Oak Wealth Advisory LLC 24 820 6,82 2 302 5,21
2026-04-30 13F Ibex Wealth Advisors 75 860 −8,79 7 035 −10,16
2026-04-27 13F Symmetry Partners, LLC 332 924 8,21 30 875 6,58
2026-05-11 13F Commonwealth Retirement Investments LLC 0 −100,00 0
2026-04-17 13F Wealthbridge Capital Management, Llc 58 398 0,75 5 416 −0,79
2026-05-12 13F Insigneo Advisory Services, Llc 3 408 −7,97 316 −9,20
2026-01-16 13F Aspire Private Capital, LLC 0 −100,00 0 −100,00
2026-05-15 13F Tower Research Capital LLC (TRC) 140 619 286,25 13 041 280,54
2026-05-08 13F STAR Financial Bank 5 300 492
2026-05-04 13F Concentrum Wealth Management 13 297 0,08 1 233 −1,44
2026-05-14 13F Cambria Investment Management, L.P. 5 725 −14,18 531 −15,61
2026-04-27 13F Integrity Wealth Partners, LLC 5 574 517
2026-04-21 13F Everpar Advisors Llc 4 610 10,58 427 8,93
2026-01-23 13F Keener Financial Planning LLC 0 −100,00 0
2026-05-07 13F Magnolia Wealth Management, LLC 3 0
2026-05-14 13F Davis Wealth Advisors, LLC 2 173 −1,98 202 −3,37
2026-05-15 13F NCM Capital Management, LLC 2 539 0,00 235 −1,67
2026-04-24 13F UMA Financial Services, Inc. 14 244 8,01 1 321 6,37
2026-02-11 13F Goodman Advisory Group, LLC 0 −100,00 0
2026-05-07 13F Dravo Bay Llc 10 497 5,53 973 3,95
2026-04-16 13F Ttp Investments, Inc. 0 −100,00 0
2026-02-05 13F HighMark Wealth Management LLC 0 −100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 243 173 −7,07 22 552 −8,47
2026-04-24 13F Family Capital Trust Co 820 0,00 77 0,00
2026-04-15 13F Signature Estate & Investment Advisors Llc 37 508 3,83 3 478 2,26
2026-05-04 13F Worth Financial Advisory Group, LLC 0 −100,00 0
2026-05-12 13F Strategy Asset Managers Llc 19 668 1,65 1 824 0,11
2026-04-16 13F Genesis Private Wealth, Llc 7 988 −2,20 741 −3,77
2026-04-23 13F Atlas Private Wealth Advisors 7 394 −35,34 686 −36,34
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 15 728 −0,47 1 459 −1,95
2026-04-21 13F Delap Wealth Advisory, Llc 4 817 0,00 447 −1,55
2026-04-15 13F LongView Wealth Management 8 738 3,68 818 2,38
2026-05-07 13F New Insight Wealth Advisors 15 557 −3,11 1 443 −4,57
2026-04-29 13F/A Salem Investment Counselors Inc 16 683 −2,65 1 547 −4,09
2026-04-27 13F Insight Inv LLC 17 511 30,44 1 624 28,40
2026-05-12 13F Guerra Pan Advisors, Llc 69 207 1,90 6 418 0,36
2026-05-14 13F Modern Wealth Management, LLC 156 959 0,55 14 545 −1,04
2026-05-15 13F Intelligence Driven Advisers, LLC 0 −100,00 0
2026-05-08 13F Curtis Advisory Group, LLC 59 223 53,24 5 492 50,96
2026-04-09 13F Brown Wealth Management, Llc 34 485 −0,19 3 198 −1,69
2026-04-23 13F Macco Financial Group, Inc. 0 −100,00 0
2026-05-04 13F Moment Partners, LLC 4 888 0,00 453 −1,52
2026-04-17 13F High Net Worth Advisory Group LLC 56 032 −2,60 5 196 −4,06
2026-04-20 13F New Hampshire Trust 5 645 0,00 524 −1,51
2026-05-05 13F Adaptive Financial Consulting, LLC 235 579 5,72 21 848 4,12
2026-04-09 13F Mechanics Bank Trust Department 27 213 −7,43 2 524 −8,82
2026-04-27 13F Beacon Financial Advisory LLC 7 863 −1,06 729 −2,54
2026-04-30 13F ETF Store, Inc. 29 731 1,56 2 757 0,04
2026-04-08 13F NorthCrest Asset Manangement, LLC 11 851 −2,17 1 106 −2,81
2026-05-05 13F Wealthfront Advisers Llc 6 868 −27,99 637 −29,18
2026-05-05 13F Torrey-Payne Wealth Management, LLC 87 062 1,57 8 074 −1,38
2026-05-07 13F Sage Financial Group Inc 4 690 0,00 435 −1,59
2026-05-14 13F Jump Financial, LLC 24 734 2 294
2026-05-08 13F AAFCPAs Wealth Management, LLC 0 −100,00 0
2026-05-05 13F Investment Partners, Ltd. 31 162 −14,47 2 890 −15,77
2026-05-04 13F Sterling Group Wealth Management, LLC 7 485 0,00 694 −1,42
2026-05-06 13F Sound View Wealth Advisors Group, LLC 10 284 0,04 954 −1,45
2026-06-01 13F Foguth Wealth Management, LLC. 3 341 1,43 323 4,55
2026-05-13 13F Clearwater Capital Advisors, LLC 3 075 0,00 285 −1,38
2026-04-29 13F BEAM Asset Management, LLC 15 848 1 470
2026-04-23 13F Fairway Wealth LLC 0 −100,00 0
2026-05-15 13F Gw Henssler & Associates Ltd 6 881 0,00 638 −1,39
2026-04-14 13F Focus Financial Network, Inc. 45 014 −9,45 4 175 −10,81
2026-05-04 13F Hibernia Wealth Partners, LLC 53 106 −16,21 4 925 −17,46
2026-04-17 13F Burns J W & Co Inc/ny 3 000 −0,30 278 −1,77
2026-04-22 13F Crew Capital Management, Ltd. 2 166 0,00 201 −1,48
2026-04-30 13F Money Concepts Capital Corp 128 484 3,94 11 916 2,37
2026-05-13 13F Truvestments Capital Llc 42 4
2026-04-24 13F Root Financial Partners, LLC 1 154 −3,59 107 −4,46
2026-04-21 13F Welch Group, LLC 5 104 0,00 473 −1,46
2026-05-12 13F Cahill Financial Advisors Inc 2 661 2,86 247 1,23
2026-05-11 13F Potentia Wealth 7 388 0,79 685 −0,72
2026-04-27 13F Kelman-Lazarov, Inc. 2 301 0,00 213 −1,39
2026-04-30 13F Mv Capital Management, Inc. 157 477 −25,49 14 604 −26,61
2026-05-04 13F Nwam Llc 21 524 −16,39 1 996 −18,33
2026-05-12 13F Jane Street Group, Llc Call 3 100 −59,21 287 −59,86
2026-05-13 13F 17 Capital Partners, Llc 6 879 18,46 638 16,67
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