Grundläggande statistik
| Institutionella ägare | 399 total, 397 long only, 0 short only, 2 long/short - change of 6,88% MRQ |
| Genomsnittlig portföljallokering | 0.3740 % - change of 9,61% MRQ |
| Institutionella aktier (lång) | 6 177 914 (ex 13D/G) - change of 0,16MM shares 2,31% MRQ |
| Institutionellt värde (lång) | $ 1 250 976 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard World Fund - Vanguard Materials ETF (MX:VAW) har 399 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 6,177,914 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Beacon Capital Management, Inc., Empower Advisory Group, LLC, LPL Financial LLC, Morgan Stanley, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Raymond James Financial Inc, Green Harvest Asset Management LLC, and Cetera Investment Advisers .
Vanguard World Fund - Vanguard Materials ETF (BMV:VAW) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-23 | 13F | Avion Wealth | 52 | 0,00 | 0 | |||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 25 498 | −30,29 | 5 292 | −29,37 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 6 292 | 0,32 | 1 306 | 1,56 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 6 045 | −0,76 | 1 255 | 0,56 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 173 | −9,95 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 1 235 | 0,00 | 256 | 1,19 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 37 207 | −4,31 | 7 722 | −3,05 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 4 258 | 1 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 3 494 | −5,00 | 725 | −3,72 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2 536 | 1,04 | 526 | 2,33 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 2 968 | −5,36 | 616 | −4,21 | ||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 2 492 | 1,71 | 511 | 6,92 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 3 165 | 657 | ||||||
| 2026-01-15 | 13F | Founders Capital Management | 12 | 0,00 | 2 | 0,00 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 20 060 | −3,54 | 4 163 | −2,28 | ||||
| 2026-01-23 | 13F | Axiom Financial Strategies, LLC | 5 848 | −1,18 | 1 214 | 0,08 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 1 700 | 29,67 | 353 | 31,34 | ||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 2 806 | 0,21 | 582 | 1,57 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 14 775 | 50,80 | 3 067 | 52,77 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 1 739 | 0,58 | 361 | 1,69 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Guardian Wealth Management, LLC | 26 047 | 5 406 | ||||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 2 563 | 0,00 | 532 | 1,14 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 54 | 0,00 | 11 | 0,00 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 3 334 | 3,09 | 692 | 4,53 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 10 659 | 5,32 | 2 212 | 6,71 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 97 537 | 16,24 | 20 244 | 17,75 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 85 | 0,00 | 18 | 0,00 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 2 286 | 0,00 | 475 | 1,28 | ||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 1 658 | 1,04 | 344 | 2,38 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Concord Wealth Partners | 185 | 0,00 | 38 | 2,70 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 121 618 | 5,08 | 25 242 | 6,45 | ||||
| 2026-01-22 | 13F | Bnc Wealth Management, Llc | 1 062 | 0,00 | 220 | 1,38 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 6 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 6 477 | 0,57 | 1 344 | 1,90 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 1 961 | −2,00 | 407 | −0,49 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 1 193 | 0,00 | 248 | −0,40 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 1 967 | −4,42 | 408 | −3,09 | ||||
| 2026-01-26 | 13F | RBA Wealth Management, LLC | 1 187 | 3,85 | 246 | 5,13 | ||||
| 2026-01-15 | 13F | Trust Co | 18 | 4 | ||||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 1 809 | 0,39 | 376 | 1,63 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 218 | 0,00 | 45 | 2,27 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 65 | 0,00 | 13 | 0,00 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 204 | 0,00 | 42 | 2,44 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 8 292 | −3,47 | 1 721 | −2,16 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 14 302 | 1,20 | 3 142 | 8,91 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 17 107 | −12,02 | 3 505 | −7,50 | ||||
| 2026-01-16 | 13F | Dorato Capital Management | 4 243 | 953 | ||||||
| 2026-01-23 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 254 | 53 | ||||||
| 2026-01-14 | 13F | Pathway Financial Advisors LLC | 7 240 | 0,00 | 1 582 | 6,61 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 2 010 | 27,78 | 417 | 29,50 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 6 | 1 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 369 | 846,15 | 83 | 1 071,43 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 1 006 | 209 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 14 987 | −7,09 | 3 110 | −5,84 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 500 | 0,00 | 104 | 0,98 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 89 | 0,00 | 18 | 0,00 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 5 | 1 | ||||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 1 | −50,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 5 218 | 0,02 | 1 083 | 1,31 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 2 146 | −6,94 | 445 | −5,72 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 13 660 | 4,57 | 2 843 | 6,00 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 42 | 0,00 | 9 | 0,00 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 4 308 | 0,00 | 894 | 1,36 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 1 818 | 0 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 113 | −58,61 | 23 | −58,18 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 1 100 | 0,00 | 228 | 1,33 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 3 669 | 5,04 | 761 | 6,43 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 46 | 155,56 | 10 | 200,00 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 6 202 | −0,64 | 1 287 | 0,70 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 6 | 1 | ||||||
| 2026-01-26 | 13F | Trinity Legacy Partners, LLC | 2 849 | 1,21 | 591 | 7,65 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 2 033 | −0,88 | 422 | 0,24 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 14 | 0,00 | 3 | 0,00 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 1 019 | 211 | ||||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 30 675 | 21,56 | 6 367 | 23,16 | ||||
| 2025-09-02 | 13F/A | Harwood Advisory Group, LLC | 148 | 0,00 | 28 | −12,90 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 2 319 | −0,13 | 481 | 1,26 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 19 481 | −19,65 | 4 043 | −18,59 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 2 338 | −2,09 | 485 | −0,82 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 437 | −4,59 | 91 | 4,65 | ||||
| 2026-02-17 | 13F | Fmr Llc | 6 685 | 23,02 | 1 388 | 24,62 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1 486 | −13,25 | 308 | −11,49 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1 193 | 12,65 | 248 | 14,35 | ||||
| 2026-01-05 | 13F | Union Bancaire Privee, UBP SA | 1 000 | 0,00 | 178 | 3,49 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 1 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 20 | −99,75 | 4 | −99,76 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 29 | 0,00 | 6 | 20,00 | ||||
| 2026-01-27 | 13F | Silver Coast Investments LLC | 16 557 | 0,73 | 3 436 | 2,05 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 56 252 | −2,11 | 11 675 | −0,82 | ||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 1 874 | −8,45 | 389 | −7,16 | ||||
| 2026-02-12 | 13F | Richmond Brothers, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Northstar Asset Management Llc | 1 185 | 0,00 | 246 | 1,24 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 1 025 | 0,00 | 213 | 1,44 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 47 | 10 | ||||||
| 2026-02-13 | 13F | Progressive Investment Management Corp | 700 | 0,00 | 145 | 1,40 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 1 582 | −3,18 | 328 | −1,80 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 3 259 | 6,33 | 676 | 7,81 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 489 | 0,62 | 101 | 2,02 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 163 | −5,23 | 34 | −5,71 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 520 | 0,19 | 108 | 0,94 | ||||
| 2026-01-22 | 13F | City Holding Co | 863 | 179 | ||||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 2 193 | −5,19 | 455 | −3,81 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 19 300 | 5,61 | 4 006 | 7,00 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 1 766 | −7,00 | 367 | −5,91 | ||||
| 2026-01-15 | 13F | Polianta Ltd | 44 400 | 9 | ||||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 341 | 95,98 | 71 | 100,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 7 177 | 0,22 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 7 874 | 0,31 | 1 634 | 1,62 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 2 344 | 2,99 | 0 | |||||
| 2026-01-02 | 13F | Boltwood Capital Management | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 111 | 15,62 | 23 | 21,05 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 24 667 | −5,77 | 5 120 | 102 280,00 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 14 190 | −0,13 | 2 945 | 1,20 | ||||
| 2026-01-16 | 13F | Stephen J. Garry & Associates, Llc | 2 686 | −1,10 | 558 | 0,18 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 40 | 0,00 | 8 | 0,00 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 293 | 2 341,67 | 61 | 2 900,00 | ||||
| 2026-01-06 | 13F | Collective Family Office Llc | 1 295 | −10,13 | 269 | −9,15 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 2 251 | 3,68 | 467 | 5,18 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 536 | 0,00 | 111 | 1,83 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 29 193 | 26,98 | 6 059 | 28,67 | ||||
| 2026-02-04 | 13F | Shade Tree Advisors LLC | 1 059 | 220 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 4 063 | 13,65 | 843 | 15,16 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 5 997 | −3,18 | 1 245 | −1,89 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 19 614 | −8,87 | 4 071 | −7,67 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 1 785 | 21,10 | 370 | 22,92 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 105 | 22 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4 492 | −2,60 | 932 | −1,27 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 1 112 | 1,37 | 231 | 2,68 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 149 | −25,50 | 31 | −25,00 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 2 324 | −0,21 | 482 | 1,05 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 393 | 0,00 | 82 | 1,25 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 18 302 | −1,71 | 4 | 0,00 | ||||
| 2026-02-03 | 13F | Christine Messmer Pc | 2 103 | 437 | ||||||
| 2026-02-17 | 13F | Creative Planning | 25 616 | −1,58 | 5 317 | −0,28 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 24 | 5 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-11-04 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | Nwam Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 437 | 0,00 | 90 | 4,71 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 28 | 0,00 | 6 | 0,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 28 | 154,55 | 6 | 150,00 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 1 447 | −0,28 | 300 | 1,01 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 2 206 | 12,04 | 458 | 13,40 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 8 019 | 14,17 | 1 664 | 15,72 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 325 | 0,00 | 67 | 1,52 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 1 315 | 0,00 | 273 | 1,12 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 5 233 | −4,72 | 1 086 | −3,47 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 1 560 | 0,13 | 324 | 1,25 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 3 997 | 0,03 | 830 | 1,34 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 25 | 5 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co | 2 744 | 0,07 | 599 | 6,39 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 35 | 0,00 | 7 | 0,00 | ||||
| 2025-10-06 | 13F | NWF Advisory Services Inc. | 7 194 | 1 521 | ||||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 245 | 0,00 | 51 | 0,00 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 25 | 0,00 | 5 | 0,00 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 602 | 0,00 | 125 | 0,81 | ||||
| 2026-01-12 | 13F | Farrell Financial LLC | 7 282 | 8,51 | 1 511 | 9,97 | ||||
| 2026-01-14 | 13F | Woodward Diversified Capital, Llc | 5 163 | 1,18 | 1 072 | 2,49 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 986 | 0,00 | 205 | 1,49 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 3 210 | 13,27 | 666 | 14,83 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 125 | 0,00 | 26 | 0,00 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 22 954 | 0,22 | 4 764 | 1,53 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 23 534 | −3,35 | 5 | 0,00 | ||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 1 261 | 0,32 | 262 | 1,56 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 12 793 | 0,57 | 2 655 | 1,92 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 25 702 | 610,20 | 5 335 | 619,84 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 3 372 | 0,00 | 700 | 1,30 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2 738 | 568 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 239 852 | −3,13 | 49 781 | −1,86 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 334 | 0,00 | 69 | 1,47 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 146 | 30 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 4 945 | 15,89 | 1 026 | 17,39 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 1 905 | 0,90 | 395 | 2,33 | ||||
| 2026-01-22 | 13F | Maseco Llp | 6 | 1 | ||||||
| 2026-01-13 | 13F | Olistico Wealth, LLC | 73 | 15 | ||||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 202 | 0,00 | 42 | 0,00 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 2 520 | 8,43 | 523 | 9,66 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Csenge Advisory Group | 1 162 | 0,96 | 241 | 2,55 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 13 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 465 | −16,06 | 96 | −15,04 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 1 100 | 228 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 1 600 | 33,33 | 332 | 35,51 | |||
| 2026-02-09 | 13F | Key FInancial Inc | 361 | 0,00 | 75 | 1,37 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 1 821 | 11,79 | 382 | 15,45 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 120 | 25 | ||||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 24 | 0,00 | 5 | 0,00 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 10 225 | −0,21 | 2 122 | 1,10 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 13 | 3 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 400 | 0,00 | 83 | 2,47 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 2 977 | 0,44 | 618 | 1,65 | ||||
| 2025-10-31 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 9 524 | 0,39 | 1 977 | 1,70 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 295 587 | 2,48 | 61 349 | 3,82 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 175 | −9,79 | 36 | −7,69 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 117 | 0,00 | 26 | 4,17 | ||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 42 | 0,00 | 9 | 0,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 2 133 | 443 | ||||||
| 2026-02-06 | 13F | Wolff Financial Management Llc | 4 151 | 0,05 | 862 | 1,41 | ||||
| 2026-01-26 | 13F | Prairiewood Capital, LLC | 9 547 | 0,00 | 1 981 | 1,33 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Ameliora Wealth Management Ltd. | 51 | 0,00 | 11 | 0,00 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 1 282 | 842,65 | 266 | 1 800,00 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 4 968 | −0,40 | 1 031 | 0,98 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 3 971 | −0,10 | 850 | 4,69 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 1 120 | −29,02 | 232 | −28,17 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 581 | 121 | ||||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 1 810 | 8,77 | 376 | 10,29 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 3 846 | 0,00 | 798 | 1,40 | ||||
| 2026-01-26 | 13F | McGuire Investment Group, LLC | 1 048 | −1,23 | 218 | 0,00 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 2 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 5 494 | 4,71 | 1 140 | 6,15 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1 700 | −1,56 | 353 | −0,28 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 5 001 | 2,69 | 1 038 | 5,17 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 1 026 | −0,29 | 213 | 0,95 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 1 031 | 3,10 | 214 | 4,41 | ||||
| 2026-02-05 | 13F | Simmons Bank | 1 228 | 0,00 | 255 | 1,20 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 22 404 | 3,34 | 4 650 | 4,71 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 11 | 2 | ||||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 162 844 | 11,02 | 33 798 | 12,48 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 1 098 | 0,27 | 228 | 1,34 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 27 924 | 0,00 | 5 796 | 1,31 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 71 | 15 | ||||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 5 | 1 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 120 | 0,00 | 25 | 0,00 | ||||
| 2025-11-05 | 13F | Checchi Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 299 | 1,01 | 46 | 2,22 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 2 895 | 33,53 | 601 | 35,97 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 25 | 0,00 | 5 | 0,00 | ||||
| 2026-01-27 | 13F | Smith, Salley & Associates | 1 000 | 0,00 | 208 | 1,47 | ||||
| 2026-02-02 | 13F | Gibraltar Capital Management, Inc. | 16 217 | 3,68 | 3 366 | 5,02 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 11 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 240 575 | −18,61 | 49 932 | −17,54 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 125 | 0,00 | 26 | 0,00 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 1 700 | 0,00 | 353 | 1,15 | ||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 1 758 | −3,83 | 365 | −2,67 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 2 821 | 35,17 | 585 | 37,00 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 24 437 | 59,20 | 5 072 | 61,27 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 130 | 333,33 | 27 | 333,33 | ||||
| 2026-01-14 | 13F | Praetorian Wealth Management, Inc. | 2 338 | −0,04 | 485 | 1,25 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 3 831 | −18,16 | 795 | −17,01 | ||||
| 2026-01-20 | 13F | eCIO, Inc. | 45 | 9 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 69 327 | −2,03 | 14 336 | −1,11 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 106 700 | 7 904,50 | 22 146 | 8 011,72 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 6 | 1 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 1 020 | 2,00 | 212 | 3,43 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 5 360 | 25,06 | 1 112 | 26,65 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 8 843 | 1,94 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 3 620 | 11,38 | 751 | 12,93 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 11 | 2 | ||||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 1 991 | 0,50 | 413 | 1,98 | ||||
| 2026-02-09 | 13F | North Forty Two & Co. | 2 400 | −5,88 | 498 | −4,60 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 300 | 0 | ||||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 5 614 | 5,92 | 1 165 | 7,37 | ||||
| 2026-01-22 | 13F | Yoder Wealth Management, Inc. | 1 935 | −9,07 | 402 | −7,82 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Bonfire Financial | 5 415 | 2,67 | 1 124 | 3,98 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 1 377 | −0,58 | 286 | 0,71 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 43 884 | 2,97 | 9 108 | 4,16 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 1 255 | −6,97 | 261 | −5,80 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 386 | 0,52 | 80 | 2,56 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 1 077 | 0,00 | 224 | 1,36 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 12 673 | 4,64 | 2 630 | 6,01 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 515 | 0,00 | 107 | 0,95 | ||||
| 2026-02-10 | 13F | Swisher Financial Concepts, Inc. | 1 045 | −1,60 | 217 | −0,46 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1 404 868 | −0,87 | 291 580 | 0,43 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 4 128 | 0,00 | 857 | 1,30 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 10 350 | −0,03 | 2 148 | 1,32 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 1 605 | −1,23 | 333 | 0,30 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 5 297 | 0,00 | 1 099 | 1,29 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 4 244 | 0,95 | 881 | 2,21 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 3 214 | 6,64 | 667 | 8,10 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1 811 | 1,74 | 376 | 3,02 | ||||
| 2025-10-28 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 14 860 | 0,50 | 3 084 | 1,85 | ||||
| 2026-01-27 | 13F | MontVue Capital Management, Inc. | 1 557 | 0,00 | 323 | 1,57 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 853 | 177 | ||||||
| 2026-02-17 | 13F | Vista Investment Management | 6 889 | −3,50 | 1 430 | −2,26 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 1 144 | 1,87 | 238 | 3,04 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 7 586 | −39,17 | 1 574 | −38,37 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 3 211 | 0,22 | 666 | 1,52 | ||||
| 2026-01-30 | 13F | Narwhal Capital Management | 1 414 | −6,91 | 293 | −5,79 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 131 | 0,00 | 27 | 3,85 | ||||
| 2025-11-12 | 13F | Tumwater Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Monetary Management Group Inc | 45 | 9 | ||||||
| 2026-01-26 | 13F | PFG Investments, LLC | 979 | 0,10 | 203 | 1,50 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 25 838 | 5 | ||||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 1 291 | 2,06 | 268 | 3,09 | ||||
| 2026-01-22 | 13F | Curran Financial Partners, LLC | 4 317 | −2,62 | 896 | −1,43 | ||||
| 2026-02-18 | 13F | Sierra Capital LLC | 10 398 | 0,00 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | PFG Advisors | 1 218 | −6,16 | 253 | −4,91 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 28 431 | 11,49 | 5 901 | 12,96 | ||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 1 852 | 1,48 | 384 | 2,95 | ||||
| 2026-01-13 | 13F | First Financial Corp /in/ | 3 300 | 9,34 | 685 | 10,68 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 511 | 0,00 | 106 | 1,92 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Wealth Preservation Advisors, LLC | 224 | 0,00 | 46 | 4,65 | ||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 24 | 5 | ||||||
| 2025-11-07 | 13F | Smithfield Trust Co | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Sage Capital Management, LLC | 3 767 | −6,36 | 783 | −5,10 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 7 | 1 | ||||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 25 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 3 930 | −1,50 | 816 | −0,24 | ||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 9 918 | 0,23 | 2 058 | 1,53 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 49 | 0,00 | 10 | 0,00 | ||||
| 2026-02-04 | 13F | ESG Planning | 4 830 | 18,24 | 1 002 | 19,86 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 1 526 | 1 326,17 | 317 | 1 404,76 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 12 900 | 1,78 | 2 677 | 3,12 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 1 300 | −58,06 | 270 | −57,64 | |||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 69 246 | 566,28 | 14 372 | 575,06 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4 028 | −21,31 | 836 | −20,23 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 301 | 0,00 | 63 | 1,64 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 1 000 | 208 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 2 164 | −0,51 | 449 | 0,90 | ||||
| 2026-01-23 | 13F | Calder Financial LLC | 1 528 | 317 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 45 804 | −1,41 | 9 507 | −0,12 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 167 304 | 3,13 | 34 724 | 4,49 | ||||
| 2025-11-04 | 13F | Wsfs Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Ingalls & Snyder Llc | 1 475 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Private Wealth Advisors, LLC | 8 275 | 3,64 | 1 717 | 5,02 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 7 396 | −0,51 | 1 535 | 0,85 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2026-01-08 | 13F | Wedmont Private Capital | 1 460 | 7,99 | 314 | 13,41 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 119 | 0,00 | 25 | 0,00 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 3 336 | 6,79 | 692 | 8,29 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 1 000 | 0,00 | 208 | 1,47 | ||||
| 2026-02-02 | 13F | CX Institutional | 1 721 | −0,64 | 0 | |||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 63 368 | −1,30 | 13 152 | −0,01 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 40 | 8 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 2 557 | −5,26 | 531 | −3,99 | ||||
| 2026-01-09 | 13F | Peterson Wealth Advisors, LLC | 1 618 | 336 | ||||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 4 537 | 942 | ||||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 49 | 0,00 | 10 | 0,00 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 2 802 | 4,32 | 582 | 5,64 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 10 091 | −2,50 | 2 094 | −1,23 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 69 016 | −2,51 | 14 325 | −1,23 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 688 | −0,38 | 766 | 0,92 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1 081 | 224 | ||||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 387 117 | 11,23 | 80 346 | 12,69 | ||||
| 2026-01-20 | 13F | Joule Financial, LLC | 3 804 | −3,74 | 790 | −2,47 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 127 | 26 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 14 452 | 2,69 | 3 000 | 4,02 | ||||
| 2026-01-28 | 13F | Builder Investment Group Inc /adv | 4 853 | 0,00 | 1 007 | 1,31 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 104 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 24 015 | −13,39 | 4 964 | −12,62 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 312 | −7,69 | 65 | −7,25 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 212 | 46,21 | 44 | 51,72 | ||||
| 2026-01-28 | 13F | City State Bank | 3 904 | 0,26 | 810 | 1,63 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 240 521 | −11,79 | 49 920 | −10,63 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 16 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 2 176 | −3,63 | 452 | −2,38 | ||||
| 2026-02-14 | 13F | American Trust | 1 003 | 208 | ||||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 1 864 | 0,27 | 387 | 1,58 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 1 373 | −1,44 | 285 | −0,35 | ||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 2 533 | 0,00 | 526 | 1,35 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 868 | 24,00 | 180 | 25,87 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8 720 | −1,60 | 1 810 | −0,33 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 38 | −86,67 | 8 | −87,93 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 1 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 23 | 5 | ||||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 4 985 | −1,09 | 1 035 | 0,19 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 56 | 0,00 | 12 | 0,00 | ||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | 3 459 | 718 | ||||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 36 913 | −0,89 | 7 661 | 0,42 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 7 299 | 1 515 | ||||||
| 2026-01-27 | 13F | Atlantic Edge Private Wealth Management, LLC | 85 | 0,00 | 18 | 0,00 | ||||
| 2026-02-03 | 13F | Lighthouse Financial Services Inc /adv | 23 378 | 4 852 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 154 | 0,00 | 32 | 0,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 3 511 | 726 | ||||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 14 | 0,00 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 275 | 0,00 | 57 | 1,79 | ||||
| 2026-01-22 | 13F | Buska Wealth Management, LLC | 12 502 | −23,66 | 2 595 | −22,66 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 542 | 81,88 | 125 | 0,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 372 | 125,45 | 0 | |||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 10 808 | −6,76 | 2 243 | −5,52 | ||||
| 2026-02-12 | 13F | Advocate Investing Services LLC | 571 | 118 | ||||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 643 | 34,80 | 134 | 37,11 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 47 | 0,00 | 10 | 0,00 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 2 614 | −1,58 | 543 | −0,37 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 17 364 | −1,36 | 3 604 | −0,08 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 152 | 6,29 | 32 | 6,90 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 355 | −65,67 | 74 | −65,40 | ||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 16 708 | −3,02 | 3 468 | −1,76 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 39 441 | −8,92 | 8 197 | −8,34 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 2 158 | −3,40 | 448 | −2,19 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 1 373 | 285 | ||||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 4 302 | −2,89 | 893 | 3,36 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 3 711 | −5,57 | 770 | −4,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6 474 | 0,89 | 1 344 | 2,21 | ||||
| 2026-02-03 | 13F | Bokf, Na | 2 989 | 0,00 | 620 | 1,31 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 287 | 0,00 | 60 | 1,72 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 1 442 | 0,28 | 302 | 2,72 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 32 | −41,82 | 7 | −45,45 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 39 978 | 0,26 | 8 298 | 1,58 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 5 174 | 0,41 | 1 122 | 7,58 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 339 | 70 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 5 088 | 10,08 | 1 056 | 11,63 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 551 | 8,04 | 0 | |||||
| 2026-01-28 | 13F | Dentgroup LLC | 2 993 | −0,13 | 621 | 1,14 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 1 706 | −1,10 | 354 | 0,28 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 391 | 2,09 | 81 | 3,85 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 70 | 0,00 | 15 | 0,00 | ||||
| 2026-01-27 | 13F | Sharper & Granite LLC | 10 282 | 4,73 | 2 134 | 6,12 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 12 | 2 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 91 | 160,00 | 19 | 157,14 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 15 718 | −5,52 | 3 262 | −4,28 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 2 377 | −2,02 | 493 | −0,60 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 23 316 | 1,59 | 4 839 | 2,94 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 398 | −1,97 | 83 | −1,20 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 2 079 | −1,09 | 432 | 0,23 | ||||
| 2026-01-29 | 13F | UBS Group AG | 108 735 | −2,94 | 22 568 | −1,66 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 3 711 | 22,72 | 770 | 24,39 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 31 | 0,00 | 6 | 0,00 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 49 | 0,00 | 10 | 0,00 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 967 | 201 | ||||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 493 540 | −10,06 | 102 434 | −8,88 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 185 | 0,00 | 38 | 2,70 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 1 960 | 0,10 | 407 | 2,01 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 |
Other Listings
| US:VAW | 241,37 US$ |
