VCIT - Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare

Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MX ˙ BMV
Grundläggande statistik
Institutionella ägare 1392 total, 1389 long only, 0 short only, 3 long/short - change of 4,46% MRQ
Genomsnittlig portföljallokering 1.7340 % - change of −1,80% MRQ
Institutionella aktier (lång) 596 239 493 (ex 13D/G) - change of 34,84MM shares 11,70% MRQ
Institutionellt värde (lång) $ 48 622 590 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (MX:VCIT) har 1392 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 596,239,493 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Fisher Asset Management, LLC, Jpmorgan Chase & Co, Creative Planning, Morgan Stanley, Prudential Plc, Royal Bank Of Canada, Ameriprise Financial Inc, LPL Financial LLC, and Envestnet Asset Management Inc .

Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (BMV:VCIT) 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
(%)
2026-04-28 13F Berger Financial Group, Inc 3 210 0,41 266 −0,75
2026-05-04 13F Bank Hapoalim Bm 4 0,00
2026-05-15 13F Tower Research Capital LLC (TRC) 12 351 3 597,90 1 022 3 685,19
2026-04-20 13F FSC Wealth Advisors, LLC 0 −100,00 0
2026-05-15 13F Fiduciary Trust Co 9 656 36,44 799 34,97
2026-05-13 13F Banque Transatlantique SA 89 462 7 403
2026-05-14 13F Gts Securities Llc 99 881 175,87 8 265 172,59
2026-02-11 13F MidWestOne Financial Group, Inc. 56 665 7,45 4 746 6,99
2026-04-17 13F Worth Asset Management, LLC 0 −100,00 0
2026-05-11 13F RiverFront Investment Group, LLC 660 632 0,85 54 667 −0,35
2026-04-22 13F Aspire Private Capital, LLC 8 586 −15,72 711 −16,76
2026-05-01 13F Midwest Trust Co 24 929 4,53 2 063 3,25
2026-05-12 13F M Holdings Securities, Inc. 0 −100,00 0
2026-05-13 13F BCJ Capital Management, LLC 101 592 144,78 8 407 141,90
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 2 338 193
2026-05-13 13F Cynosure Management, Llc 10 451 −56,73 865 −57,27
2026-02-13 13F Karpus Management, Inc. 117 10
2026-05-11 13F WFA of San Diego, LLC 14 074 8,13 1 165 6,79
2026-05-13 13F Transcend Wealth Collective, Llc 7 198 −17,60 596 −18,60
2026-05-05 13F Meridian Management Co 397 598 5,09 32 901 3,83
2026-05-13 13F Headlands Technologies LLC 73 887 142,99 6 114 140,14
2026-04-20 13F 25 Llc 374 750 5,35 31 011 4,09
2026-04-23 13F SevenBridge Financial Group, LLC 15 942 −5,21 1 328 −5,95
2026-05-12 13F Cloud Capital Management, LLC 49 955 4
2026-04-23 13F Sawyer & Company, Inc 5 129 0,77 424 −0,47
2026-05-12 13F Adventist Health System/ West 10 308 853
2026-04-21 13F Compass Advisory Group LLC 7 886 3,60 653 2,35
2026-04-07 13F Hobart Private Capital, LLC 19 282 15,68 1 596 14,34
2026-05-13 13F Lido Advisors, LLC 20 770 42,23 1 719 39,90
2026-04-23 13F J.w. Cole Advisors, Inc. 98 693 0,22 8 167 16,52
2026-05-15 13F American Century Companies Inc 925 300 15,04 76 569 13,67
2026-05-11 13F Fourth Dimension Wealth, LLC 5 185 −8,23 429 −9,30
2026-05-14 13F Stonebridge Capital Advisors LLC 538 754 4,27 44 582 3,03
2026-04-29 13F Duncker Streett & Co Inc 10 935 31,37 905 29,70
2026-04-21 13F Maseco Llp 4 732 5,62 392 4,27
2026-05-14 13F Aozora Bank, Ltd. 0 −100,00 0
2026-05-15 13F Larch Capital Partners Llc 80 829 6 689
2026-02-04 13F Drive Wealth Management, Llc 0 −100,00 0
2026-04-10 13F Capital Advantage, Inc. 973 171 −3,01 80 530 −4,17
2026-05-13 13F Consultiva Wealth Management, Corp. 832 0,00 69 −1,45
2026-02-11 13F TruNorth Capital Management, LLC 0 −100,00 0
2026-04-21 13F Red Tortoise LLC 56 0,00 5 0,00
2026-05-13 13F WealthCollab, LLC 6 366 −1,50 527 −2,77
2026-05-14 13F StoneX Group Inc. 24 756 62,92 2 047 60,72
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 0 −100,00 0
2026-05-04 13F Providence First Trust Co 12 907 −1,38 1 068 −2,55
2026-04-15 13F Cypress Wealth Services, LLC 55 291 4,31 4 575 3,06
2026-04-20 13F Ritholtz Wealth Management 2 501 3,56 207 1,98
2026-05-07 13F Agf Management Ltd 20 000 −0,50 1 655 −1,72
2026-04-09 13F Tompkins Financial Corp 1 573 531,73 130 550,00
2026-05-15 13F Amussen Hunsaker Associates Llc 3 692 1,37 306 0,00
2026-04-22 13F Shotwell Rutter Baer Inc 166 214 3,96 13 754 2,69
2026-05-13 13F AE Wealth Management LLC 33 574 88,47 2 778 86,32
2026-05-11 13F Viawealth, Llc 64 598 −3,50 5 345 −4,66
2026-05-14 13F BTG Pactual Asset Management US LLC 2 444 0,00 202 −0,98
2026-04-17 13F Murphy & Mullick Capital Management Corp 16 883 −3,98 1 397 −5,10
2026-04-24 13F Livet Wealth, LLC 5 939 491
2026-05-01 13F Hills Bank & Trust Co 1 574 −7,03 130 −7,80
2026-05-12 13F Werba Rubin Papier Wealth Management 7 946 0,00 658 −1,20
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 2 571 0,78 213 −0,47
2026-04-28 13F Winthrop Capital Management, LLC 116 467 −0,84 10 0,00
2026-04-10 13F Tounjian Advisory Partners, Llc 4 084 338
2026-04-21 13F/A Madrid Wealth Management, LLC 2 555 0,00 211 −0,94
2026-04-30 13F Resona Asset Management Co.,Ltd. 18 322 −50,51 1 516 −51,10
2026-05-08 13F Vanguard National Trust Co 12 084 1 000
2026-04-22 13F Ohio National Investments, Inc. 1 532 125 −12,27 126 783 −13,31
2026-04-09 13F Clarity Capital Advisors, LLC 19 661 18,93 1 627 17,49
2026-05-04 13F Hexagon Capital Partners LLC 41 103 7,78 3 401 6,51
2026-05-08 13F Resources Investment Advisors, LLC. 123 570 −4,90 10 225 −6,04
2026-04-24 13F Retirement Systems of Alabama 29 820 2 468
2026-04-30 13F Manning & Napier Advisors Llc 127 106 22,05 10 518 20,25
2026-04-07 13F Bath Savings Trust Co 21 665 4,56 1 793 3,29
2026-04-15 13F Planning Directions Inc 8 773 37,23 726 35,70
2026-04-27 13F Pensionmark Financial Group, Llc 127 027 296,27 10 511 291,62
2026-05-14 13F Hazlett, Burt & Watson, Inc. 16 621 167,09 1
2026-05-14 13F Tempo Wealth, LLC 3 362 14,90 278 13,47
2026-05-01 13F Luminvest Wealth Management LLC 238 214 7,43 19 725 6,21
2026-05-12 13F Coyle Financial Counsel LLC 184 572 1,78 15 273 0,57
2026-04-22 13F Coston, McIsaac & Partners 46 865 10,71 4 0,00
2026-05-15 13F Turim 21 Investimentos Ltda. 3 392 551,06 281 551,16
2026-04-22 13F Riverbend Wealth Management, LLC 25 863 4,42 2 140 3,18
2026-05-14 13F Captrust Financial Advisors 396 033 125,34 32 772 122,66
2026-04-22 13F Shum Financial Group, Inc. 10 504 −1,66 869 −2,80
2026-05-08 13F Guidance Capital, Inc 0 −100,00 0
2026-04-16 13F Westmount Partners, LLC 8 420 697
2026-01-23 13F First PREMIER Bank 0 −100,00 0
2026-05-05 13F Clarity Asset Management, Inc. 201 1,01 17 0,00
2026-05-06 13F HighMark Wealth Management LLC 0 −100,00 0
2026-05-08 13F Banco Santander, S.A. 471 537 40,67 39 020 38,99
2026-05-12 13F Northwest Bancshares, Inc. 181 935 −19,12 15 055 −20,08
2026-04-03 13F Investors Research Corp 1 597 0,00 132 −0,75
2026-05-05 13F Collaborative Wealth Managment Inc. 0 −100,00 0
2026-05-15 13F Quantinno Capital Management LP 8 988 152,76 744 150,17
2026-04-16 13F Strategic Advisory Partners, Llc 455 38
2026-04-17 13F Outlook Wealth Advisors, LLC 15 584 −4,84 1 286 −6,20
2026-04-14 13F Retirement Management Systems Inc. 0 −100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 2 769 399 6,66 229 168 5,39
2026-05-14 13F Gladstone Institutional Advisory LLC 48 571 6,63 4 019 5,35
2026-05-14 13F 1832 Asset Management L.P. 783 540 2,66 64 838 1,43
2026-04-08 13F Erickson Financial Group, LLC 98 538 5,44 8 154 4,19
2026-04-17 13F Krilogy Financial LLC 2 944 −64,94 245 −65,39
2026-04-17 13F Hanson & Doremus Investment Management 618 693 4,02 51 4,08
2026-05-07 13F Greykasell Wealth Strategies, Inc. 423 87,17 35 94,44
2026-05-12 13F Independent Advisor Alliance 74 225 50,05 6 142 48,29
2026-05-12 13F CIBC Bancorp USA Inc. 32 024 145,73 2 650 141,70
2026-05-12 13F Leavell Investment Management, Inc. 20 126 −7,70 1 665 −8,82
2026-02-13 13F Sofos Investments, Inc. 0 −100,00 0
2026-04-21 13F GHP Investment Advisors, Inc. 1 341 111
2026-05-11 13F Aprio Wealth Management, LLC 9 904 19,64 820 18,18
2026-05-13 13F SRS Capital Advisors, Inc. 8 442 0,82 699 −0,43
2026-05-05 13F Total Wealth Planning & Management, Inc. 3 935 326
2026-05-13 13F Allie Family Office LLC 5 050 −2,98 414 −4,83
2026-05-13 13F Anson Capital, Inc. 3 276 0,77 271 −0,37
2026-05-15 13F Strive Financial Group ,LLC 11 516 2,99 953 1,82
2026-05-01 13F Wealthspire Advisors, LLC 15 111 6,80 1 250 5,57
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 32 272 19,38 2 671 17,78
2026-04-17 13F CENTRAL TRUST Co 100 861 −1,82 8 346 −2,99
2026-04-28 13F Howe & Rusling Inc 623 601 17,09 51 603 15,69
2026-05-12 13F Bear Mountain Capital, Inc. 1 0,00 0
2026-05-14 13F Northern Trust Corp 101 647 2,40 8 411 1,18
2026-05-15 13F Two Sigma Securities, Llc 20 601 −35,37 1 705 −36,16
2026-04-07 13F Agate Pass Investment Management, LLC 22 105 10,96 1 829 9,65
2026-04-22 13F Clarity Wealth Development LLC 25 984 2,63 2 150 1,42
2026-05-14 13F Pinnacle Financial Partners, Inc. 174 543 20,96 14 444 19,52
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 −100,00 0
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 0
2026-05-06 13F Modera Wealth Management, LLC 210 946 0,09 17 456 −1,10
2026-04-24 13F Boston Trust Walden Corp 2 697 4,66 223 3,72
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 106 673 −20,22 8 827 −21,17
2026-05-14 13F Trustmark National Bank Trust Department 11 629 −0,60 962 −1,74
2026-05-08 13F SHP Wealth Management 996 012 17,81 82 420 16,40
2026-05-15 13F Pettyjohn, Wood & White, Inc 31 099 9,41 2 573 8,11
2026-04-30 13F Costello Asset Management, INC 224 0,00 19 0,00
2026-04-10 13F Quaker Wealth Management, LLC 182 102 1,34 15 069 0,13
2026-05-12 13F Cascade Financial Partners, LLC 24 506 −19,18 2 028 −20,17
2026-01-30 13F Citizens National Bank Trust Department 0 −100,00 0
2026-04-15 13F Occidental Asset Management, LLC 5 106 −23,17 423 −24,10
2026-04-01 13F Bangor Savings Bank 32 −66,32 3 −71,43
2026-04-28 13F ORG Wealth Partners, LLC 123 0,00 10 0,00
2026-01-29 13F Concurrent Investment Advisors, LLC 313 071 7,29 26 220 6,83
2026-05-08 13F Valeo Financial Advisors, LLC 9 138 29,76 756 28,35
2026-05-15 13F NorthRock Partners, LLC 82 660 −1,15 6 840 −2,33
2026-04-17 13F/A Founders Financial Securities Llc 6 213 14,15 516 13,41
2026-04-21 13F Topsail Wealth Management, LLC 199 562 7,00 16 514 5,72
2026-04-17 13F Verde Capital Management 65 473 −11,49 5 418 −12,56
2026-04-20 13F CWA Asset Management Group, LLC 478 117 10,03 39 564 8,71
2026-05-01 13F Mountain Hill Investment Partners Corp. 0 −100,00 0
2026-01-07 13F Yeomans Consulting Group, Inc. 30 461 1,38 2 551 1,03
2026-05-08 13F Minot DeBlois Advisors LLC 3 000 3,45 248 2,48
2026-04-29 13F Meitav Dash Investments Ltd 14 558 19,70 1 204 18,29
2026-05-15 13F Van Diest Capital, LLC 29 373 146,15 2 431 143,24
2026-04-13 13F First Hawaiian Bank 2 932 0,00 243 −1,22
2026-05-04 13F Integrity Wealth Solutions LLC 3 153 0,77 261 −0,76
2026-05-15 13F Nepc Llc 6 390 771 4,88 528 836 3,63
2026-04-28 13F Astoria Portfolio Advisors LLC. 9 600 798
2026-05-14 13F Synergy Investment Management, LLC 1 884 156
2026-04-22 13F Vicus Capital 26 051 6,95 2 156 5,64
2026-05-01 13F Anchor Investment Management, LLC 392 6,81 32 6,67
2026-05-12 13F Anchor Capital Advisors Llc 56 003 −2,29 4 634 −3,44
2026-04-21 13F Stolz & Associates, Ps 130 698 11,20 10 865 10,37
2026-05-13 13F Boston Family Office Llc 3 450 0,00 0
2026-05-07 13F Rachor Investment Advisory Services, LLC 246 0,00 20 0,00
2026-05-13 13F Synergy Financial Management, LLC 3 295 273
2026-05-14 13F Rockbridge Investment Management, LCC 25 140 −4,62 2 080 −5,75
2026-04-13 13F Lauer Wealth, LLC 17 986 1 493
2026-04-21 13F North Forty Two & Co. 23 317 −2,71 1 929 −3,89
2026-05-14 13F Bridgewater Advisors Inc. 987 957 12,26 81 566 10,59
2026-04-29 13F CVA Family Office, LLC 26 147 −9,25 2 164 −10,36
2026-04-20 13F Friedenthal Financial 33 359 3,87 2 760 2,64
2026-04-29 13F Richmond Investment Services, LLC 15 883 136,64 1 314 133,81
2026-04-16 13F Mendota Financial Group, LLC 0 −100,00 0
2026-04-30 13F Hassell Wealth Management, LLC 303 730 −4,09 25 134 −5,27
2026-05-06 13F Bartlett & Co. Wealth Management Llc 656 787 2,26 54 100 0,57
2026-05-18 13F Genesis Financial Group, LLC 4 655 1,09 385 0,00
2026-04-28 13F Peak Financial Management, Inc. 165 708 7,65 13 712 6,37
2026-04-28 13F Tempus Wealth Planning, LLC 4 369 14,73 362 13,52
2026-05-07 13F Northwestern Mutual Wealth Management Co 437 999 93,04 36 244 90,74
2026-05-12 13F Kovack Advisors, Inc. 5 928 −5,61 489 −6,86
2026-04-28 13F Stratos Wealth Partners, LTD. 57 074 2,03 4 723 0,81
2026-02-17 13F Angeles Wealth Management, Llc 0 −100,00 0
2026-02-10 13F Principia Wealth Advisory, LLC 63 938 73,77 5 355 73,04
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 5 701 706,36 472 698,31
2026-04-24 13F Bishop & Co Investment Management, LLC 518 516 7,20 42 907 5,92
2026-05-14 13F RMG Wealth Management LLC 9 475 784
2026-04-24 13F Vision Financial Markets Llc 2 501 0,00 207 −1,44
2026-04-07 13F Signaturefd, Llc 447 −17,98 37 −20,00
2026-04-24 13F Root Financial Partners, LLC 514 17,35 43 16,67
2026-04-07 13F Twele Capital Management, Inc. 11 945 1,75 988 0,51
2026-04-06 13F Sincerus Advisory, LLC 24 673 0,46 2 042 −0,78
2026-04-20 13F Leeward Financial Partners, LLC 23 219 −1,87 1 921 −3,03
2026-05-15 13F Saranac Partners Ltd 18 940 13,28 1 406 0,36
2026-05-11 13F TD Capital Management LLC 4 100 0,00 339 −1,17
2026-04-17 13F Brown, Lisle/cummings, Inc. 278 23
2026-05-05 13F Cullen/frost Bankers, Inc. 1 216 19,57 101 17,65
2026-05-12 13F Dearborn Partners Llc 14 640 −3,79 1 211 −4,95
2026-02-05 13F Tucker Asset Management Llc 127 11
2026-02-12 13F Wescott Financial Advisory Group, LLC 0 −100,00 0
2026-04-23 13F SJS Investment Consulting Inc. 358 −21,15 30 −23,68
2026-05-11 13F RWM Asset Management, LLC 24 2
2026-04-28 13F Golden State Wealth Management, LLC 297 −73,62 25 −74,47
2026-05-28 13F Cozad Asset Management Inc 3 201 265
2026-04-28 13F Argus Investors' Counsel, Inc. 5 406 −20,63 447 −21,58
2026-05-01 13F Diversify Wealth Management, Llc 124 802 30,71 10 315 28,60
2026-05-11 13F Citigroup Inc 337 077 −15,89 27 893 −16,89
2026-05-08 13F Stone Loft Wealth Management Llc 31 664 102,57 2 620 100,15
2026-02-17 13F MGB Wealth Management, LLC 3 917 328
2026-04-21 13F Trust Co Of Virginia /va 3 410 −0,61 282 −1,74
2026-04-13 13F Bay Rivers Group 56 772 3,30 4 698 2,06
2026-05-16 13F Sunbelt Securities, Inc. 155 0,65 13 0,00
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 71 6
2026-05-08 13F Gsa Capital Partners Llp 389 989 32
2026-04-10 13F Country Trust Bank 0 −100,00 0
2026-04-16 13F Capital Advisors, Ltd. LLC 633 151,19 0
2026-05-14 13F Advisory Research Inc 50 986 14,66 4 219 13,29
2026-05-08 13F Westview Management dba Westview Investment Advisors 148 252 −8,72 12 268 −9,81
2026-05-13 13F Petra Financial Advisors Inc 22 532 0,87 1 865 −0,32
2026-05-12 13F Warwick Investment Management, Inc. 4 505 −0,84 373 −2,11
2026-04-15 13F NorthAvenue LLC 0 −100,00 0
2026-05-15 13F/A EverSource Wealth Advisors, LLC 18 820 20,73 1 557 19,31
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 276 960 1,45 22 918 0,24
2026-04-29 13F Rockwood Wealth Management, LLC 5 856 12,25 485 11,01
2026-05-11 13F Elevate Wealth Advisory, Inc 125 0,00 10 0,00
2026-04-13 13F Foster Group, Inc. 42 449 1,80 3 513 0,57
2026-05-07 13F Tidemark, LLC 605 266,67 50 284,62
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 988 226 147,54 72 254 115,60
2026-05-08 13F Russell Investments Group, Ltd. 1 0
2026-05-14 13F Capital Analysts, Inc. 125 236 16,79 10 25,00
2026-05-06 13F Tyche Wealth Partners LLC 17 285 3,50 1 430 2,29
2026-05-15 13F MidFirst Bank 3 232 383,11 267 376,79
2026-04-21 13F Wesbanco Bank Inc 15 532 −2,58 1 285 −3,75
2026-04-23 13F Conscious Wealth Investments, Llc 75 804 7,65 6 319 7,05
2026-05-15 13F Alliancebernstein L.p. 526 651 13,30 44 107 13,30
2026-04-30 13F Commons Capital, Llc 0 −100,00 0
2026-05-12 13F Pacific Center for Financial Services 0 0
2026-04-27 13F Koshinski Asset Management, Inc. 57 949 11,08 4 795 9,75
2026-04-24 13F James Investment Research Inc 25 753 −0,15 2 131 −1,30
2026-05-11 13F Daymark Wealth Partners, Llc 3 404 −5,34 282 −6,64
2026-04-13 13F Arwa Llc 4 862 −5,74 404 −6,71
2026-01-27 13F SageGuard Financial Group, LLC 0 −100,00 0
2026-05-15 13F Point72 Asset Management, L.P. 0 −100,00 0
2026-04-22 13F Storen Legacy Partners, LLC 2 843 2,71 235 1,73
2026-04-15 13F Cranbrook Wealth Management, LLC 174 0,00 14 0,00
2026-04-20 13F Focused Wealth Management, Inc 579 931 5,99 47 989 4,73
2026-04-21 13F Systelligence, LLC 79 819 −47,64 6 605 −48,27
2026-04-28 13F Kanawha Capital Management Llc 2 595 0,00 215 −1,38
2026-04-15 13F BDFS Capital LLC 8 887 9,91 735 8,57
2026-04-21 13F Narus Financial Partners, LLC 7 312 4,97 605 3,77
2026-05-15 13F Guggenheim Capital Llc 58 131 15,01 4 810 13,63
2026-05-15 13F Squarepoint Ops LLC 0 −100,00 0
2026-04-16 13F Fiduciary Advisors, Inc. 214 0,00 18 0,00
2026-04-24 13F rebel Financial LLC 8 450 11,01 699 9,73
2026-04-13 13F CMH Wealth Management LLC 125 269 1,81 10 366 0,60
2026-05-05 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2026-04-07 13F CoreCap Advisors, LLC 1 314 −47,36 109 −48,33
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 2 436 202
2026-05-13 13F Rosenblum Silverman Sutton S F Inc /ca 123 130 6,88 10 189 5,61
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 4 727 12,55 391 11,40
2026-05-01 13F FLC Capital Advisors 164 754 4,86 13 633 3,61
2026-04-16 13F BlueSky Wealth Advisors, LLC 242 260 20 047
2026-05-15 13F Jones Financial Companies Lllp 1 200 415 49,40 98 341 46,14
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 2 662 220
2026-04-28 13F Walkner Condon Financial Advisors LLC 6 140 0,00 508 −1,17
2026-05-14 13F Pennington Partners & Co., Llc 7 932 0,71 656 −0,46
2026-05-01 13F Seaside Wealth Management, Inc. 146 354 1,07 12 111 −0,14
2026-05-15 13F Destination Wealth Management 2 483 205
2026-04-17 13F Stephenson National Bank & Trust 177 0,00 15 0,00
2026-04-21 13F Ramiah Investment Group 25 390 0,45 2 101 −0,71
2026-04-30 13F Independence Bank of Kentucky 17 230 2,56 1 426 1,28
2026-04-27 13F Greenleaf Trust 4 175 −3,51 345 −4,70
2026-04-29 13F Cary Street Partners Financial Llc 7 128 −18,07 590 −19,09
2026-05-15 13F Sona Asset Management (us) Llc 701 744 58 069
2026-05-14 13F Lebenthal Global Advisors, LLC 314 793 −15,50 26 049 −16,51
2026-04-29 13F Raelipskie Partnership 215 0,00 18 −5,56
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 149 600 −2,74 12 379 −3,90
2026-05-15 13F Flow Traders U.s. Llc 0 −100,00 0
2026-05-12 13F TD Waterhouse Canada Inc. 83 268 28,71 6 870 26,78
2026-04-29 13F Integrity Investment Advisors, LLC 72 181 27,65 5 973 26,15
2026-04-14 13F Prospera Financial Services Inc 81 053 −22,27 6 708 −23,20
2026-04-16 13F Cambridge Advisors Inc. 122 672 0,06 10 151 −1,13
2026-05-06 13F Dunhill Financial, LLC 209 17 240,00
2026-05-12 13F Azimuth Capital Investment Management LLC 3 255 −10,94 269 −12,09
2026-04-20 13F Arta Finance Wealth Management LLC 8 716 −0,05 718 −1,64
2026-04-24 13F Essex LLC 343 429 −2,92 28 419 −4,08
2026-05-08 13F McAdam, LLC 3 479 −27,31 288 −28,25
2026-05-14 13F Financial Engines Advisors L.L.C. 76 973 −20,92 6 370 −21,87
2026-05-05 13F D.a. Davidson & Co. 47 403 −4,59 3 923 −5,74
2026-05-05 13F FinDec Wealth Services, Inc. 0 −100,00 0
2026-05-15 13F Warren Averett Asset Management, LLC 390 395 −0,36 32 305 −1,55
2026-05-07 13F Rational Advisors Llc 235 761 −42,21 19 509 −41,17
2026-05-15 13F Coppell Advisory Solutions LLC 0 −100,00 0
2026-05-08 13F Idaho Trust Bank 18 127 9,00 1 500 7,69
2026-05-07 13F Key Capital Management, INC 56 93,10 5 100,00
2026-04-29 13F Staley Capital Advisers Inc 32 890 13,61 2 722 12,25
2026-05-07 13F True North Advisors, LLC 3 572 296
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13 765 −21,79 1 139 −22,67
2026-04-22 13F JNBA Financial Advisors 1 616 0,00 134 −1,48
2026-05-15 13F Silver Grove Financial Group, Inc. 316 26
2026-05-20 13F Norris Financial Group, LLC 0 0
2026-04-30 13F Financial Freedom, LLC 183 524 3,86 15 187 2,62
2026-05-13 13F Triumph Capital Management 9 315 9,98 771 8,60
2026-02-03 13F Broadwater Capital Management Llc 38 0,00 3 0,00
2026-05-11 13F Delta Asset Management Llc/tn 649 0,00 54 −1,85
2026-04-14 13F Beacon Investment Advisory Services, Inc. 104 9
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 1 132 0,00 0
2026-05-12 13F Rathbone Brothers plc 37 187 1,14 3 077 −0,06
2026-04-27 13F GenTrust, LLC 8 025 −4,41 664 −5,55
2026-05-05 13F Quartz Partners, LLC 38 041 10,27 3 148 8,93
2026-05-01 13F Coordinated Financial Services, Inc. 13 078 −1,22 1 082 −2,35
2026-05-08 13F Steward Partners Investment Advisory, Llc 291 406 5,11 24 114 3,86
2026-04-22 13F Joel Isaacson & Co., LLC 7 881 12,14 652 10,88
2026-04-23 13F Powell Investment Advisors, LLC 1 820 0,00 151 −1,32
2026-05-15 13F AlphaCore Capital LLC 1 917 −0,05 159 −1,25
2026-04-30 13F Hsbc Holdings Plc 39 944 3 305
2026-04-30 13F BRYN MAWR TRUST Co 7 690 −4,16 636 −5,36
2026-05-05 13F Smith, Moore & Co. 18 435 15,15 1 526 13,81
2026-04-21 13F Chapin Davis, Inc. 3 839 2,32 318 0,96
2026-05-07 13F Cassaday & Co Wealth Management LLC 2 549 211
2026-04-22 13F Wiser Advisor Group LLC 5 032 −1,68 416 −2,80
2026-05-08 13F Camelot Portfolios, LLC 0 −100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 600 530 2,19 49 697 0,97
2026-05-14 13F Insight Wealth Partners, LLC 272 811 −1,14 22 575 −2,32
2026-04-24 13F Newton One Investments LLC 464 730 2,90 38 456 1,67
2026-04-21 13F Paradigm Financial Partners, Llc 32 269 −58,82 2 670 −59,32
2026-05-15 13F Rehmann Capital Advisory Group 38 164 −2,09 3 126 −4,26
2026-01-29 13F RMR Wealth Builders 0 −100,00 0
2026-04-07 13F Calder Financial LLC 2 785 −14,65 230 −16,12
2026-04-13 13F Neumann Capital Management, LLC 11 825 −0,50 979 −1,71
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 123 665 41,38 10 233 39,70
2026-05-15 13F Gotham Asset Management, LLC 59 864 303,23 4 954 298,47
2026-05-12 13F Creative Planning 27 022 817 1,71 2 236 138 0,50
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 4 802 −12,79 397
2026-05-07 13F Vision Retirement, LLC 689 20,03 57 16,67
2026-04-30 13F First Horizon Corp 13 913 19,45 1 151 18,05
2026-05-13 13F Parkside Financial Bank & Trust 136 0,00 11 0,00
2026-05-14 13F Raymond James Financial Inc 5 288 276 8,57 437 605 7,28
2026-04-22 13F Uniting Wealth Partners, LLC 127 441 10 546
2026-05-05 13F LeClair Wealth Partners LLC 4 598 380
2026-04-28 13F Stephens Inc /ar/ 123 948 2,62 10 257 1,39
2026-04-28 13F Westfuller Advisors, LLC 505 −9,82 42 −10,87
2026-04-22 13F Financially in Tune, LLC 0 −100,00 0
2026-05-07 13F Advisor Resource Council 5 954 −9,03 493 −9,89
2026-05-05 13F HighTower Advisors, LLC 2 545 297 4,31 210 624 3,06
2026-05-08 13F Maia Wealth LLC 13 502 2,69 1 117 0,90
2026-05-04 13F Barrett & Company, Inc. 1 982 0,20 164 −1,21
2026-04-21 13F Cambient Family Office, Llc 226 0,00 19 0,00
2026-04-28 13F Interactive Financial Advisors 8 639 3,44 715 2,15
2026-05-08 13F Cypress Capital Management LLC (WY) 120 0,00 10 −10,00
2026-05-15 13F Janus Henderson Group Plc 249 287 −10,57 20 628 −11,64
2026-05-13 13F RiverGlades Family Offices LLC 7 062 2,59 584 0,86
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 19 758 6,45 1 635 5,15
2026-04-29 13F Rocky Mountain Advisers, Llc 9 070 16,28 751 14,85
2026-05-12 13F Financial Network Wealth Management LLC 11 366 0,00 1
2026-05-13 13F Crews Bank & Trust 236 156 2,93 19 542 1,70
2026-04-27 13F ATLas Financial Planning LLC 69 900 12,61 5 784 11,27
2026-05-13 13F Daiwa Securities Group Inc. 64 090 17,19 5 303 132 475,00
2026-04-20 13F Brandywine Oak Private Wealth Llc 1 294 286 2,42 107 102 1,19
2026-04-27 13F Truist Financial Corp 1 247 587 1,11 103 238 −0,09
2026-04-20 13F Independent Wealth Network Inc. 13 464 0,13 1 114 −1,07
2026-05-11 13F POM Investment Strategies, LLC 239 −15,55 20 −17,39
2026-05-12 13F Culbertson A N & Co Inc 5 230 0,00 433 −1,37
2026-02-17 13F Main Street Financial Solutions, LLC 3 634 −79,67 304 −79,77
2026-05-05 13F Putnam Fl Investment Management Co 872 080 6,97 72 165 5,69
2026-04-10 13F Armstrong Advisory Group, Inc 1 382 −43,71 114 −44,39
2026-05-14 13F Orleans Capital Management Corp/la 3 982 0,00 330 −1,20
2026-04-08 13F Lineweaver Wealth Advisors, LLC 0 −100,00 0
2026-04-13 13F Compass Ion Advisors, LLC 10 675 5,91 883 4,62
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 23 267 69,87 1 928 68,00
2026-04-30 13F Winch Advisory Services, LLC 320 635 0,71 26 533 −0,50
2026-05-01 13F Concord Wealth Partners 12 345 −1,67 1 022 −2,85
2026-04-30 13F Stablepoint Partners, LLC 9 445 25,80 782 24,36
2026-02-10 13F MGO Private Wealth, LLC 0 −100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 12 591 −3,38 1 054 −3,83
2026-04-13 13F Hm Payson & Co 206 0,00 17 0,00
2026-05-12 13F Three Bridge Wealth Advisors, LLC 9 033 0,41 747 −0,80
2026-05-12 13F Rakuten Investment Management, Inc. 791 934 100,00 66 610 100,00
2026-05-12 13F Alerus Financial Na 22 700 −42,94 1 878 −43,64
2026-05-07 13F Nyl Investors Llc 120 626 0,87 9 982 −0,33
2026-05-04 13F Y.D. More Investments Ltd 46 894 −22,90 3 875 −23,92
2026-05-18 13F IFS Group,LLC 7 544 −0,11 624 −1,58
2026-04-28 13F Ti-trust, Inc 3 465 0,00 287 −1,38
2026-05-12 13F Mengis Capital Management, Inc. 23 674 10,98 1 959 9,69
2026-05-14 13F Twin Focus Capital Partners, Llc 23 544 0,00 1 948 −1,17
2026-05-15 13F Goldman Sachs Group Inc 7 830 619 −5,48 647 984 −6,60
2026-05-15 13F Walsh & Associates, LLC 43 4
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 671 988 −7,13 55 607 −8,24
2026-05-14 13F Retiremitten Financial Llc 4 063 336
2026-05-07 13F First National Trust Co 213 292 −0,71 17 650 −1,90
2026-02-03 13F Alpha Cubed Investments, LLC 222 225 2,02 18 611 1,59
2026-04-17 13F Defined Wealth Management, Llc 11 204 3,10 927 1,87
2026-05-14 13F August Group Capital Ltd 0 −100,00 0
2026-05-14 13F Hilltop Holdings Inc. 13 154 −28,28 1 088 −29,17
2026-05-08 13F Stonebridge Financial Planning Group, LLC 63 430 4,90 5 249 3,63
2026-04-08 13F Community Financial Services Group, LLC 5 206 6,20 430 4,63
2026-04-07 13F Plus Group Wealth Advisors LLC 2 700 0,00 223 −1,33
2026-04-30 13F Simplicity Wealth,LLC 8 576 14,74 710 13,44
2026-05-15 13F Brown Advisory Inc 6 148 0,67 509 −0,59
2026-04-28 13F Family CFO Inc 111 575 −7,01 9 233 −8,13
2026-04-07 13F Retirement Wealth Solutions LLC 0 −100,00 0
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 −100,00 0
2026-05-06 13F Ascent Wealth Partners, LLC 28 760 9,55 2 380 8,23
2026-04-07 13F Blueline Advisors Llc 59 142 −39,11 4 894 −39,84
2026-05-15 13F Private Capital Management, LLC 6 247 0,51 517 −0,77
2026-04-23 13F Ameliora Wealth Management Ltd. 4 450 0,00 368 −1,08
2026-05-12 13F Colonial Trust Co / SC 300 −29,74 25 −31,43
2026-05-12 13F Portside Wealth Group, LLC 54 237 4,25 4 488 3,01
2026-05-13 13F Valued Retirements, Inc. 3 598 0,19 298 −1,00
2026-05-13 13F Cunning Capital Partners, LP 16 200 0,00 1 0,00
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 341 330 1,01 28 245 −0,20
2026-04-24 13F Swmg, Llc 3 550 −2,39 294 −3,93
2026-05-11 13F Great Valley Advisor Group, Inc. 64 811 21,48 5 363 20,01
2026-05-11 13F Ashton Thomas Private Wealth, LLC 21 389 −14,58 1 770 −15,64
2026-05-14 13F Centiva Capital, LP 200 000 16 550
2026-04-21 13F Meridian Financial, LLC 12 305 1,45 1 018 0,30
2026-04-22 13F BluePrint Investing LLC 140 342 5,39 11 613 4,13
2026-05-15 13F KM Capital Management Ltd. 1 795 148
2026-04-10 13F OMNI 360 Wealth, Inc. 0 −100,00 0
2026-05-01 13F Associated Banc-corp 3 177 −32,61 263 −33,50
2026-05-12 13F CBIZ Investment Advisory Services, LLC 400 595 8,03 33 149 6,74
2026-05-06 13F Hallmark Capital Management Inc 6 599 −0,62 546 −1,80
2026-05-13 13F O'shaughnessy Asset Management, Llc 732 −8,27 61 −9,09
2026-05-05 13F Bank of New York Mellon Corp 2 067 803 −1,23 171 111 −2,41
2026-05-15 13F Citadel Advisors Llc Put 13 800 38,00 1 142 36,32
2026-05-15 13F Citadel Advisors Llc 380 032 −38,81 31 448 −39,54
2026-05-15 13F Citadel Advisors Llc Call 5 700 23,91 472 22,34
2026-05-07 13F Capital Performance Advisors Llp 2 937 −29,64 243 −30,66
2026-04-27 13F Hunter Associates Investment Management Llc 6 364 1
2026-05-11 13F Chilton Capital Management Llc 587 −14,56 49 −15,79
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1 000 858 12,05 83 10,81
2026-04-29 13F Compass Financial Group, INC/SD 3 944 −12,22 326 −13,30
2026-05-13 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-05-14 13F Beaird Harris Wealth Management, LLC 17 245 −5,56 1 427 −6,67
2026-04-29 13F Axxcess Wealth Management, Llc 42 068 16,50 3 481 15,11
2026-05-12 13F Covington Investment Advisors Inc. 100 301 2,08 8 0,00
2026-05-18 13F Graney & King, LLC 1 773 0,17 147 −1,35
2026-05-12 13F Argentarii, LLC 3 406 282
2026-01-22 13F Whitaker-Myers Wealth Managers, LTD. 0 −100,00 0
2026-05-12 13F WCG Wealth Advisors LLC 14 574 −1,04 1 206 −2,19
2026-05-12 13F Disciplined Investments, LLC 23 981 5,36 1 984 4,09
2026-05-05 13F Steel Peak Wealth Management LLC 4 146 37,92 343 36,65
2026-05-12 13F Prostatis Group LLC 44 993 74,98 3 723 72,92
2026-05-04 13F Checchi Capital Advisers, LLC 169 301 4,54 14 010 3,29
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 395 833 −0,12 32 755 −1,31
2026-05-14 13F Bernard Wealth Management Corp. 1 004 0,00 83 −1,19
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 362 748 4,05 30 017 2,83
2026-05-15 13F Summit Financial, LLC 366 291 4,63 30 311 3,38
2026-05-06 13F Gryphon Financial Partners LLC 5 057 41,18 418 39,33
2026-05-15 13F XTX Topco Ltd 21 966 254,52 1 818 250,77
2026-01-26 13F Liberty Capital Management, Inc. 10 327 12,85 865 12,35
2026-05-15 13F Purpose Unlimited Inc. 60 0,00 5 −20,00
2026-04-27 13F Mustard Seed Financial, LLC 3 683 0,00 305 −1,30
2026-04-17 13F HHM Wealth Advisors, LLC 355 29
2026-04-24 13F Merited Wealth, LLC 0 −100,00 0
2026-05-14 13F Financial Network Wealth Advisors LLC 5 315 7,22 440 5,78
2026-04-27 13F PFG Investments, LLC 24 310 21,07 2 012 19,63
2026-02-18 13F Financial Advisory Service, Inc. 13 1
2026-04-29 13F Frank, Rimerman Advisors LLC 11 755 0,00 973 −1,22
2026-05-05 13F Atria Investments Llc 75 396 −53,96 6 239 −54,51
2026-05-01 13F Rossmore Private Capital 2 990 13,21 247 11,76
2026-04-21 13F SpringVest Wealth Management LLC 254 036 1,41 21 021 0,20
2026-04-13 13F Kmg Fiduciary Partners, Llc 86 944 1,64 7 195 0,43
2026-05-13 13F Ameritas Investment Partners, Inc. 244 562 −3,00 20 237 −4,16
2026-05-14 13F Venture Visionary Partners LLC 11 752 0,23 973 −1,02
2026-04-21 13F TigerOak Management, L.L.C. 2 582 0,12 214 −1,39
2026-05-01 13F Silver Oak Advisory Group, Inc. 13 127 5,76 1 0,00
2026-05-14 13F Ieq Capital, Llc 8 873 217,12 734 213,68
2026-04-27 13F Victory Financial Group, Llc 2 487 206
2026-05-15 13F/A Vanguard Capital Management Llc 2 000 000 165 500
2026-04-21 13F HCR Wealth Advisors 2 617 0,00 217 −1,37
2026-05-15 13F Victory Capital Management Inc 284 556 3,22 23 547 1,99
2026-04-20 13F Kestra Private Wealth Services, Llc 112 100 10,16 9 276 8,85
2026-04-15 13F Curbstone Financial Management Corp 135 928 7,92 11 248 6,64
2026-04-23 13F American National Bank 142 −85,01 12 −86,08
2026-04-16 13F Addis & Hill, Inc 30 508 1,45 2 525 0,24
2026-05-20 13F Hobbs Group Advisors, LLC 23 947 0,00 1 982 −1,20
2026-05-19 13F Front Row Advisors LLC 2 061 0,00 171 −1,16
2026-05-15 13F Cerity Partners LLC 225 079 2,91 18 625 1,68
2026-05-15 13F Headinvest, Llc 98 871 3,95 8 182 2,71
2026-04-21 13F Pallas Capital Advisors LLC 143 071 11 839
2026-05-11 13F WealthTrust Axiom LLC 2 427 201
2026-05-12 13F Oakmont Advisory Group, LLC 28 250 3,03 2 338 1,79
2026-04-10 13F Octavia Wealth Advisors, LLC 8 614 0,00 713 −1,25
2026-05-04 13F MEMBERS Trust Co 3 485 32,51 288 30,91
2026-05-14 13F Empower Advisory Group, LLC 7 310 −0,58 605 −1,79
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 15 302 11,78 1 266 10,47
2026-04-14 13F Seven Mile Advisory 33 507 12,91 2 773 11,55
2026-05-12 13F Stokes Family Office, LLC 15 364 −2,12 1 271 −3,27
2026-05-05 13F Harmony Asset Management Llc 8 118 −0,25 672 −1,47
2026-04-29 13F Schmidt P J Investment Management Inc 5 400 0,00 447 −1,33
2026-04-23 13F Glass Jacobson Investment Advisors llc 34 210 0,85 2 831 −0,39
2026-05-14 13F Rockefeller Capital Management L.P. 251 847 −3,24 20 840 −4,39
2026-02-06 13F New Millennium Group LLC 108 9
2026-04-24 13F Ninety One North America, Inc. 2 880 238
2026-05-15 13F Millennium Management Llc 21 780 −79,41 1 802 −79,66
2026-02-06 13F Global Retirement Partners, LLC 139 455 6,41 11 679 5,95
2026-04-15 13F Braun-Bostich & Associates Inc. 56 154 −1,36 4 647 −2,54
2026-05-29 13F Mullaney, Keating & Wright, Inc. 6 402 20,66 530 19,14
2026-04-23 13F Harbor Investment Advisory, Llc 0 −100,00 0
2026-05-14 13F Simplex Trading, Llc 0 −100,00 0
2026-04-03 13F Global Wealth Strategies & Associates 3 −82,35 0 −100,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 4 938 0,75 409 −0,49
2026-05-13 13F Gibbs Wealth Management 189 502 66,98 15 681 64,68
2026-04-24 13F Seamount Financial Group Inc 33 503 6,73 2 772 5,48
2026-04-16 13F BridgePort Financial Solutions, LLC 23 039 9,57 1 906 8,23
2026-05-13 13F Protective Life Corp 22 664 1 875
2026-05-07 13F Avidian Wealth Solutions, LLC 10 462 −6,04 866 −7,19
2026-05-19 13F Sonoma Allocations LLC 4 334 −18,10 359 −19,00
2026-04-28 13F Cordoba Advisory Partners LLC 3 163 0,00 262 −1,14
2026-04-29 13F Brighton Securities Corp. 13 190 0,40 1 091 −0,82
2026-05-13 13F Caitlin John, LLC 6 292 2,11 521 0,78
2026-05-15 13F Mission Wealth Management, Lp 10 210 −7,19 845 −8,36
2026-04-10 13F GEM Asset Management, LLC 16 996 19,29 1 406 17,56
2026-05-15 13F Talon Private Wealth, LLC 33 895 36,04 2 805 35,79
2026-05-15 13F United Capital Financial Advisers, Llc 51 428 1,34 4 252 0,05
2026-05-13 13F Prudential Financial Inc 53 364 −71,67 4 416 −72,09
2026-04-24 13F RKL Wealth Management LLC 255 681 −4,65 21 158 −5,79
2026-02-04 13F Certior Financial Group, Llc 0 −100,00 0
2026-05-14 13F Hrt Financial Lp 52 673 −75,13 4 −76,47
2026-04-24 13F Bayban 429 0,00 36 0,00
2026-05-04 13F Brookwood Investment Group LLC 3 187 264
2026-05-13 13F Objectivity Squared, LLC 6 855 7,99 567 6,78
2026-05-04 13F Objective Capital Management, LLC 3 107 −17,93 257 −18,93
2026-02-04 13F Timonier Family Office, LTD. 3 794 −6,90 318 −7,31
2026-05-05 13F Members Advisory Group LLC 223 958 0,01 18 532 −1,19
2026-05-15 13F Beacon Pointe Advisors, LLC 350 665 23,15 29 017 21,68
2026-05-14 13F Northern Oak Wealth Management Inc 295 340 1,38 24 439 0,17
2026-05-11 13F Brooklyn FI, LLC 9 712 21,90 804 20,39
2026-05-11 13F Plotkin Financial Advisors, LLC 6 645 0,67 550 −0,54
2026-04-27 13F GDS Wealth Management 796 336 11,05 65 897 9,72
2026-04-17 13F Andina Capital Management, LLC 3 001 −49,97 248 −50,60
2026-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2026-05-08 13F HORAN Wealth, LLC 41 177 0,66 3 407 −0,55
2026-04-17 13F Legacy Wealth Partners, LLC 2 575 −6,23 213 −6,99
2026-05-13 13F Freestone Capital Holdings, LLC 5 241 −16,30 434 −17,37
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 10 482 −3,54 867 −4,73
2026-04-22 13F Financial Futures Ltd Liability Co. 209 671 7,07 17 350 5,79
2026-05-12 13F Reyes Financial Architecture, Inc. 100 −52,38 8 −52,94
2026-04-15 13F Sage Capital Management, LLC 7 013 0,49 581 −0,68
2026-05-14 13F Advisory Alpha, LLC 1 002 543 72,56 82 961 70,50
2026-04-28 13F Integrated Advisors Network LLC 102 767 −1,67 8 504 −2,85
2026-04-14 13F Southland Equity Partners LLC 16 606 7,56 1 374 6,26
2026-04-29 13F Seelaus Asset Management LLC 9 374 0,74 776 −0,51
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 0 −100,00 0
2026-05-15 13F London & Capital Asset Management Ltd 10 161 −63,14 841 −63,60
2026-05-06 13F My Portfolio Guide, LLC 26 544 2 197
2026-04-16 13F Financial Management Network Inc 231 448 4,42 19 229 3,60
2026-05-08 13F Evolution Wealth Advisors, LLC 6 940 0,00 574 −1,20
2026-05-11 13F Oxford Wealth Group, LLC 0 −100,00 0
2026-01-20 13F Roger Wittlin Investment Advisory, LLC 0 −100,00 0
2026-05-13 13F Cetera Investment Advisers 1 348 769 5,18 111 611 3,92
2026-04-17 13F Baker Ellis Asset Management LLC 10 500 −6,25 869 −7,46
2026-04-22 13F Caldwell Trust Co 572 88,78 47 88,00
2026-05-08 13F Reicon Wealth Advisors, Llc 26 187 −31,36 2 167 −32,21
2026-05-11 13F Atlas Capital Advisors Llc 8 141 674
2026-05-06 13F ProVise Management Group, LLC 2 509 0,00 208 −1,43
2026-05-08 13F Bokf, Na 798 −29,19 66 −29,79
2026-05-05 13F Aventura Private Wealth, LLC 115 0,00 10 0,00
2026-05-12 13F Stifel Financial Corp 724 676 11,02 59 968 9,70
2026-05-06 13F Alteri Wealth LLC 13 713 −2,67 1 135 −3,82
2026-04-22 13F Smallwood Wealth Investment Management, LLC 822 0,00 68 0,00
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 5 836 −1,54 483 −2,82
2026-04-29 13F TriaGen Wealth Management LLC 29 621 9,35 2 451 8,07
2026-05-14 13F Betterment LLC 28 661 −5,58 2 0,00
2026-05-13 13F Hirtle Callaghan & Co LLC 32 125 −1,45
2026-04-17 13F Certified Advisory Corp 39 713 12,39 3 286 11,05
2026-04-08 13F Towerpoint Wealth, LLC 181 038 4,22 14 981 2,97
2026-04-28 13F Hoey Investments, Inc 0 0
2026-04-13 13F Wolff Wiese Magana Llc 153 0,00 13 0,00
2026-05-13 13F Scotia Capital Inc. 645 564 −2,55 53 420 −3,71
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 45 375 12,40 3 755 11,07
2026-04-20 13F Payne Capital LLC 38 105 −0,01 3 153 −1,19
2026-04-24 13F Keybank National Association/oh 790 663 2,06 65 428 0,84
2026-04-21 13F Davidson Investment Advisors 3 750 307
2026-04-27 13F FF Advisors,LLC 4 526 376
2026-05-08 13F Smithfield Trust Co 10 517 0,00 1
2026-05-19 13F McIlrath & Eck, LLC 553 0,36 46 −2,17
2026-05-06 13F LPL Financial LLC 11 226 310 3,04 928 977 1,81
2026-04-16 13F Brookstone Capital Management 51 902 13,48 4 295 12,11
2026-04-16 13F Telos Capital Management, Inc. 81 500 4,30 6 744 3,06
2026-04-28 13F Golden State Equity Partners 16 886 97,13 1 397 94,84
2026-05-05 13F Sanctuary Advisors, LLC 437 471 −2,74 36 201 −3,90
2026-04-23 13F Bridge Generations Wealth Management Llc 69 917 36,67 5 786 35,04
2026-04-08 13F Miracle Mile Advisors, LLC 44 908 −11,88 3 716 −12,91
2026-04-21 13F First United Bank Trust/ 7 901 17,64 654 16,19
2026-02-04 13F Pandora Wealth, Inc. 40 0,00 3 0,00
2026-05-05 13F Varma Mutual Pension Insurance Co 2 700 000 0,00 223 425 −1,19
2026-05-13 13F Mariner, LLC 600 537 27,88 49 678 26,30
2026-05-14 13F Hilton Capital Management, LLC 1 060 313 −18,81 87 741 −19,78
2026-04-24 13F My Purposeful Wealth Corp. 5 676 34,25 470 32,49
2026-04-27 13F Meramec Financial Planners, LLC 3 −97,60 0 −100,00
2026-05-04 13F Envestnet Asset Management Inc 11 166 107 2,57 923 995 1,34
2026-06-02 13F Southern Farm Bureau Life Insurance 480 641 0,00 40 −2,50
2026-04-16 13F Evolve Private Wealth, Llc 5 022 −36,59 416 −37,41
2026-04-24 13F Medallion Wealth Advisors, LLC 22 0,00 2 0,00
2026-05-07 13F Grandview Asset Management LLC 13 035 −10,91 1 079 −11,71
2026-05-15 13F Engineers Gate Manager LP 0 −100,00 0
2026-04-21 13F Old National Bancorp /in/ 372 583 12,38 30 831 11,04
2026-04-15 13F Parsons Capital Management Inc/ri 49 668 6,80 4 110 5,55
2026-05-04 13F Savant Capital, LLC 321 325 −31,46 26 590 −32,27
2026-05-07 13F Chesapeake Capital Corp /il/ 24 183 77,13 2 001 75,07
2026-04-13 13F Lake Street Financial Llc 6 342 1,00 525 −0,19
2026-04-29 13F First Interstate Bank 1 943 286 6,92 160 807 5,64
2026-05-08 13F United Financial Planning Group LLC 410 −11,64 34 −13,16
2026-05-06 13F Great Lakes Retirement, Inc. 399 847 4,22 33 087 2,98
2026-05-13 13F Archetype Wealth Partners 632 398 0,45 52 0,00
2026-04-30 13F Texas Bank & Trust Co 2 593 0,00 215 −1,38
2026-04-20 13F Darrow Company, Inc. 6 441 11,75 533 10,58
2026-05-06 13F Bessemer Group Inc 587 605 −5,36 49 −5,88
2026-05-14 13F Vident Advisory, LLC 274 307 44,89 22 699 43,15
2026-04-16 13F Envision Financial LLC 113 675 2,94 9 407 1,71
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-05-01 13F International Assets Investment Management, Llc 10 554 −3,13 871 −4,61
2026-05-12 13F Liberty Wealth Management Llc 0 −100,00 0
2026-05-15 13F Estate Counselors, LLC 24 186 35,98 2 001 34,39
2026-05-15 13F Morgan Stanley 25 132 794 4,51 2 079 739 3,26
2026-02-19 13F Aznar Financial Advisors, LLC 4 465 374
2026-05-14 13F Kane Investment Management, Inc. 6 804 −53,10 563 −53,62
2026-04-21 13F Northern Lights Advisors, Inc. 15 828 0,39 1 310 −0,83
2026-05-15 13F Legacy Capital Wealth Partners, LLC 6 883 0,00 570 −1,22
2026-04-15 13F Sightline Wealth Advisors, LLC 4 636 19,24 384 17,85
2026-05-01 13F Monetary Solutions, Ltd 360 0,00 30 −3,33
2026-05-04 13F Greenspring Advisors, LLC 220 313 13,31 18 231 11,96
2026-04-28 13F Whittier Trust Co 118 700 1,69 9 805 0,06
2026-05-12 13F IPG Investment Advisors LLC 16 500 0,00 1 365 −1,16
2026-05-06 13F Greenwood Gearhart Inc 88 277 −1,85 7 305 −3,03
2026-05-15 13F Integrated Wealth Concepts LLC 111 593 9,49 9 234 8,19
2026-02-11 13F Flagship Wealth Advisors, Llc 0 −100,00 0
2026-04-20 13F YANKCOM Partnership 3 265 −8,05 270 −9,09
2026-05-14 13F Atomi Financial Group, Inc. 2 979 247
2026-05-01 13F/A Lodestone Wealth Management LLC 130 0,00 11 0,00
2026-05-18 13F Strategic Investment Advisors / MI 20 044 −7,10 1 657 −8,36
2026-05-07 13F Virtue Capital Management, LLC 28 060 −6,03 2 309 −7,64
2026-05-12 13F SGL Investment Advisors, Inc. 49 955 50,06 4 132 48,01
2026-04-22 13F SC&H Financial Advisors, Inc. 28 844 −0,39 2 387 −1,61
2026-04-29 13F Cary Street Partner Investment Advisory Llc 17 742 −2,06 1 468 −3,23
2026-04-21 13F HF Advisory Group, LLC 0 −100,00 0 −100,00
2026-05-01 13F Oakwell Private Wealth Management, LLC 103 223 4,43 8 542 3,18
2026-02-17 13F Quadrature Capital Ltd 0 −100,00 0
2026-05-11 13F Legacy Edge Advisors, LLC 1 360 788 9,57 112 605 8,27
2026-05-12 13F Chung Wu Investment Group, LLC 1 743 0,00 144 −0,69
2026-04-15 13F Norden Group Llc 6 699 1,22 554 0,00
2026-04-20 13F Aegis Wealth Management, Inc. 3 103 3,33 257 1,99
2026-04-14 13F FC Advisory LLC 11 507 1,68 952 0,53
2026-05-13 13F 1620 Investment Advisors, Inc. 100 0,00 8 0,00
2026-05-01 13F Thrivent Financial For Lutherans 178 449 −23,97 15 −26,32
2026-04-23 13F Capstone Capital Wealth Advisors 8 665 −1,66 717 −2,71
2026-05-14 13F Marble Wealth, LLC 3 848 7,64 318 6,35
2026-02-05 13F Passumpsic Savings Bank 149 128 164,32 12 489 175,82
2026-04-08 13F Cambridge Financial Group, LLC 13 348 −30,67 1 105 −31,68
2026-04-15 13F Cypress Financial Planning Llc 455 130 3,01 37 662 1,49
2026-04-14 13F Westend Capital Management LLC 81 0,00 7 0,00
2026-05-15 13F Inspire Advisors, LLC 6 983 20,63 578 19,21
2026-05-15 13F Ehrenkranz Partners L.P. 13 088 0,10 1 083 −1,01
2026-04-16 13F Capital Investment Advisors, LLC 6 587 64,31 545 62,69
2026-04-28 13F Robertson Stephens Wealth Management, LLC 1 099 963 4,25 91 022 3,00
2026-05-08 13F Guardian Wealth Management, Inc. 50 404 17,87 4 171 16,45
2026-05-08 13F SYM FINANCIAL Corp 52 4
2026-04-13 13F Mather Group, Llc. 999 855 5,01 82 738 3,76
2026-05-05 13F Fisher Asset Management, LLC 89 198 232 6,22 7 381 154 4,95
2026-05-01 13F Mutual Advisors, LLC 106 182 91,24 8 787 88,95
2026-04-29 13F Shelter Mutual Insurance Co 10 917 0,00 903 −1,20
2026-05-11 13F Evermay Wealth Management Llc 226 19
2026-05-19 13F Silicon Valley Capital Partners 1 956 0,77 162 −0,62
2026-04-14 13F Twin Cities Retirement Group LLC 218 521 5,46 18 083 4,19
2026-05-15 13F Transamerica Financial Advisors, Inc. 11 242 −3,22 930 −4,32
2026-02-10 13F Transatlantique Private Wealth Llc 73 133 16,37 6 125 15,88
2026-04-30 13F Nisa Investment Advisors, Llc 5 053 −38,63 418 −39,33
2026-04-20 13F SILVER OAK SECURITIES, Inc 3 964 3,50 328 1,87
2026-05-11 13F HBK Sorce Advisory LLC 69 765 147,03 5 783 144,17
2026-05-11 13F Estate Planners Group, LLC 0 −100,00 0
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 34 971 19,17 2 888 17,50
2026-05-04 13F WJ Financial Advisors LLC 11 066 1,00 916 −0,22
2026-05-18 13F Ashton Thomas Securities, Llc 97 561 −0,37 8 073 −1,56
2026-05-13 13F Strategic Financial Concepts, LLC 5 528 457
2026-01-09 13F Marshall Financial Group LLC 0 −100,00 0
2026-05-12 13F Rsm Us Wealth Management Llc 12 949 3,81 1 071 2,29
2026-02-17 13F Prelude Capital Management, Llc 0 −100,00 0
2026-04-22 13F Sykon Capital Llc 0 −100,00 0
2026-05-13 13F Tandem Investment Partners LLC 40 665 9,34 3 365 8,06
2026-05-08 13F Stelac Advisory Services LLC 75 384 7,69 6 238 6,41
2026-04-24 13F Williams Financial, LLC 44 100 −0,38 3 649 −1,56
2026-05-06 13F Diversified Portfolios, Inc. 39 705 60,00 3 286 58,08
2026-05-11 13F High Note Wealth, LLC 372 31
2026-05-14 13F Macro Advisors, Inc. 4 158 344
2026-05-08 13F Roundview Capital LLC 200 272 6,98 16 573 5,70
2026-04-21 13F Pinnacle Associates Ltd 16 626 0,12 1 376 −1,08
2026-05-15 13F Royal Bank Of Canada 13 173 092 −1,73 1 090 072 −2,90
2026-04-27 13F Nvwm, Llc 252 −19,23 21 −23,08
2026-05-08 13F Align Financial, LLC 5 −98,81 0
2026-05-22 13F Wellington Grp LLC 0 −100,00 0 −100,00
2026-04-24 13F Peoples Bank /oh 0 −100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 52 846 −1,25 4 365 −2,83
2026-05-14 13F PlanVest Financial, Inc 46 4
2026-02-06 13F Redmont Wealth Advisors Llc 3 105 −3,69 260 −4,06
2026-01-29 13F UMA Financial Services, Inc. 0 −100,00 0
2026-04-23 13F Prosperity Advisers, LLC 26 583 1,62 2 200 0,41
2026-05-13 13F Hudock, Inc. 483 519 0,06 40 011 −1,13
2026-05-12 13F Strategic Wealth Partners, Ltd. 1 448 0,00 120 −1,65
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 102 499 6,61 8 0,00
2026-05-07 13F Wells Financial Advisors INC 680 −48,87 56 −49,55
2026-04-28 13F Retirement Financial Solutions, Llc 9 423 −41,27 780 −42,00
2026-04-24 13F Verus Wealth Management, Llc 105 583 6,64 8 737 5,35
2026-02-17 13F Running Point Capital Advisors, LLC 7 987 0,08 669 −0,45
2026-04-24 13F Sage Investment Counsel LLC 5 920 9,73 490 8,43
2026-05-05 13F Eukles Asset Management 28 −97,46 2 −97,83
2026-05-06 13F DecisionPoint Financial, LLC 546 875 1,34 45 254 0,13
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-05-11 13F Rossby Financial, LCC 38 129 19,17 3 146 17,43
2026-05-04 13F Conservest Capital Advisors, Inc. 4 485 87,66 371 85,50
2026-05-13 13F Dynamic Wealth Strategies, LLC 4 523 0,11 374 −1,06
2026-04-28 13F Life Planning Partners, Inc 27 248 −2,04 2 255 −3,22
2026-05-13 13F Edmond De Rothschild Holding S.a. 469 0,00 39 −2,56
2026-01-12 13F Divergent Planning, LLC 115 213 1,41 9 648 1,02
2026-04-22 13F Hoese & Co LLP 158 0,00 13 0,00
2026-02-13 13F Burton Enright Welch 0 −100,00 0
2026-04-30 13F Forza Wealth Management, LLC 35 507 0,00 2 938 −1,18
2026-05-01 13F Hantz Financial Services, Inc. 470 −61,22 0
2026-02-17 13F Ameriflex Group, Inc. 0 −100,00 0
2026-05-08 13F Glenview Trust Co 76 229 20,27 6 308 18,82
2026-04-14 13F GoalFusion Wealth Management, LLC 248 049 3,79 20 526 2,55
2026-04-22 13F Capital Management Associates, Inc 3 568 0,00 295 −1,01
2026-05-01 13F Richardson Financial Services Inc. 536 −24,61 44 −25,42
2026-05-04 13F First Foundation Advisors 26 890 29,10 2 225 27,58
2026-05-06 13F Pekin Hardy Strauss, Inc. 25 726 32,00 2 129 30,39
2026-05-13 13F J Hagan Capital, Inc. 0 −100,00 0
2026-05-14 13F Regal Investment Advisors LLC 32 419 0,19 2 683 −1,03
2026-04-24 13F Ninety One UK Ltd 311 749 9 924,08 25 797 9 821,92
2026-04-29 13F Cahaba Wealth Management, Inc. 5 510 68,24 456 66,06
2026-05-15 13F Cresset Asset Management, LLC 73 539 4,68 6 085 3,43
2026-05-07 13F Titan Global Capital Management Usa Llc 42 035 34,60 3 478 33,00
2026-05-13 13F Franklin Resources Inc 3 673 5,82 304 4,48
2026-05-11 13F Wells Fargo & Company/mn 10 853 776 6,60 898 150 5,33
2026-05-12 13F Benjamin Edwards Inc 949 261 11,04 78 553 9,71
2026-04-23 13F Avant Financial Advisors LLC 48 900 2,28 4 047 1,05
2026-04-08 13F Prospera Capital Management, LLC 12 500 143,76 1 033 140,79
2026-04-09 13F Pinkerton Retirement Specialists, LLC 4 318 0,00 362 0,00
2026-05-06 13F Hurley Capital, LLC 527 44
2026-05-13 13F Garden State Investment Advisory Services LLC 5 929 0,12 491 −1,21
2026-05-13 13F Kovitz Investment Group Partners, LLC 0 −100,00 0
2026-04-28 13F SeaBridge Investment Advisors LLC 2 893 −1,46 239 −2,45
2026-04-23 13F Inman Jager Wealth Management, LLC 37 422 42,01 3 097 40,34
2026-05-01 13F Sachetta, LLC 350 −12,50 29 −15,15
2026-05-08 13F Compass Capital Corp /ma/ /adv 6 771 18,85 560 16,95
2026-05-13 13F GeoWealth Management, LLC 3 840 26,94 318 25,30
2026-04-13 13F Baskin Financial Services Inc. 2 793 0,00 0
2026-04-15 13F Horizon Financial Services, Llc 27 622 31,02 2 286 29,46
2026-04-21 13F Gilpin Wealth Management, Llc 500 0,00 41 0,00
2026-04-14 13F Patriot Investment Management Inc. 837 667 3,98 69 317 2,74
2026-04-30 13F Sonata Capital Group Inc 13 285 0,19 1 099 −0,99
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 4 249 352
2026-05-06 13F Eaton-Cambridge Inc. 3 874 3,67 321 2,56
2026-04-17 13F United Advisor Group, LLC 3 208 265
2026-05-15 13F Susquehanna International Group, Llp Put 3 800 −65,14 314 −65,57
2026-04-09 13F Tilia Fiduciary Partners, Inc. 15 604 −2,71 1 291 −3,87
2026-04-16 13F Phillips Financial Management, Llc 108 134 −10,36 8 948 −11,43
2026-04-16 13F Future Financial Wealth Managment LLC 5 394 0,00 450 −0,22
2026-05-15 13F Susquehanna International Group, Llp Call 16 300 −9,44 1 349 −10,55
2026-05-14 13F Novak & Powell Financial Services, Inc. 20 115 3,01 1 665 1,77
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 2 050 −0,05 170 −1,17
2026-05-15 13F Cardiff Park Advisors, Llc 22 865 0,76 1 892 −0,42
2026-04-20 13F Balance Wealth, LLC 17 223 18,77 1 425 17,38
2026-04-28 13F Fortitude Advisory Group L.L.C. 2 867 15,93 237 14,49
2026-04-21 13F Grey Fox Wealth Advisors, LLC 4 064 0,72 336 −0,30
2026-05-15 13F Change Path, LLC 23 802 −0,88 1 970 −2,09
2026-05-13 13F State Farm Mutual Automobile Insurance Co 1 542 000 0,00 127 600 −1,19
2026-05-04 13F Fagan Associates, Inc. 113 081 0,41 9 357 −0,78
2026-05-05 13F Net Worth Advisory Group 184 683 3,06 15 283 1,83
2026-05-08 13F Blair William & Co/il 72 966 3,57 6 038 2,32
2026-04-22 13F Stone Point Wealth LLC 97 089 3,47 8 034 2,24
2026-04-16 13F Roble, Belko & Company, Inc 100 0,00 0
2026-04-06 13F GAMMA Investing LLC 133 79,73 11 83,33
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 3 928 325
2026-05-14 13F Cwm, Llc 461 945 3,67 38 226 103 210,81
2026-04-09 13F Acropolis Investment Management, LLC 74 670 0,00 6 179 −1,20
2026-04-21 13F SmartHarvest Portfolios, LLC 3 675 44,63 304 43,40
2026-01-28 13F Edge Financial Advisors LLC 9 048 0,35 758 −0,13
2026-04-15 13F DAVENPORT & Co LLC 153 910 14,65 12 736 13,28
2026-05-15 13F Wellspring Financial Advisors, LLC 6 374 66,60 527 64,69
2026-04-21 13F OneAscent Family Office, LLC 2 510 208
2026-04-10 13F Perigon Wealth Management, LLC 70 673 1,85 5 848 0,64
2026-05-13 13F Heritage Trust Co 123 699 7,17 10 236 5,90
2026-05-06 13F Proffitt & Goodson Inc 752 15,34 62 14,81
2026-05-15 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2026-05-20 13F RMR Capital Management, LLC 27 700 −0,18 2 292 −1,38
2026-04-07 13F Mb, Levis & Associates, Llc 1 189 0,00 98 −1,01
2026-04-27 13F Investors Asset Management Of Georgia Inc /ga/ /adv 0 −100,00 0
2026-04-22 13F WestEnd Advisors, LLC 715 751 2,97 59 229 1,74
2026-05-01 13F Johnson Investment Counsel Inc 388 589 32 156
2026-01-23 13F Aspect Partners, LLC 0 −100,00 0
2026-05-07 13F Action Point Financial Planning, Llc 18 649 1 543
2026-04-08 13F NorthCrest Asset Manangement, LLC 114 956 −11,72 9 511 −12,97
2026-05-14 13F TRB Wealth Management, LLC 4 467 370
2026-04-28 13F Fortune 45 LLC 185 555 73,90 15 355 71,84
2026-04-15 13F Signature Estate & Investment Advisors Llc 24 429 −1,16 2 021 −2,32
2026-05-13 13F Forum Private Client Group LLC 17 802 −4,09 1 473 −5,21
2026-04-23 13F North Star Investment Management Corp. 18 588 19,63 1 538 18,22
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 34 225 −0,57 2 832 −1,73
2026-05-12 13F WESCAP Management Group, Inc. 359 763 −0,91 29 770 −2,09
2026-05-12 13F Colonial Trust Advisors 497 0,00 41 0,00
2026-04-15 13F Register Financial Advisors LLC 291 35,98 24 41,18
2026-04-29 13F Standard Life Aberdeen plc 8 132 0,00 673 −1,32
2026-05-14 13F Mcguire Capital Advisors Inc 175 4,79 14 7,69
2026-01-15 13F My Personal CFO, LLC 0 −100,00 0
2026-04-08 13F Grove Bank & Trust 3 789 0,00 314 −1,26
2026-05-15 13F MAI Capital Management 60 173 5,86 4 979 4,60
2026-04-17 13F Vermillion Wealth Management, Inc. 844 −1,52 70 −2,82
2026-04-09 13F Pacifica Partners Inc. 6 409 −4,50 530 −5,53
2026-05-01 13F Advisors Capital Management, LLC 450 085 4,44 37 245 3,20
2026-05-04 13F 1 North Wealth Services Llc 186 197 −2,04 15 408 −3,22
2026-05-19 13F Western Wealth Management, LLC 7 653 −7,18 633 −8,26
2026-04-08 13F Pines Wealth Management, LLC 14 963 35,15 1 238 33,55
2026-05-06 13F Assetmark, Inc 1 217 898 −1,82 100 781 −3,00
2026-04-27 13F NorthLanding Financial Partners, LLC 2 763 0,95 229 −0,44
2026-04-16 13F Rfg Holdings, Inc. 168 134 13 913
2026-04-14 13F Focus Financial Network, Inc. 4 451 2,35 368 1,10
2026-05-13 13F NewEdge Wealth, LLC 170 658 −1,10 14 122 −2,28
2026-04-14 13F Amicus Financial Advisors, LLC 9 946 −2,95 823 −4,08
2026-05-05 13F Delta Financial Advisors Llc 2 550 0,00 211 −0,94
2026-05-14 13F Delos Wealth Advisors, LLC 180 0,00 15 −6,67
2026-04-22 13F Cornerstone Wealth Group, LLC 14 715 −6,01 1 225 −6,64
2026-04-24 13F TSG Advice Partners, LLC 143 627 11 885
2026-04-07 13F Legacy Private Trust Co. 8 683 0,00 719 −1,24
2026-04-08 13F TOWER TRUST & INVESTMENT Co 9 666 7,03 800 5,69
2026-04-28 13F Nbt Bank N A /ny 22 894 1,60 1 894 0,37
2026-05-05 13F Prosperity Consulting Group, LLC 0 −100,00 0
2026-04-21 13F Wedbush Securities Inc 11 931 132,57 1
2026-05-18 13F Edgestream Partners, L.P. 22 228 −54,66 1 839 −55,20
2026-05-05 13F Napier Financial, LLC 133 960 0,18 11 085 −1,02
2026-05-01 13F Holistic Planning, LLC 6 990 16,99 578 15,60
2026-04-14 13F Tradewinds Capital Management, LLC 440 502,74 36 500,00
2026-05-13 13F Pinnacle Financial Group, LLC / IL 7 403 19,19 613 17,69
2026-05-12 13F Innovative Asset Advisors Group, LLC 121 10
2026-04-27 13F Tsfg, Llc 1 298 −3,42 0
2026-05-11 13F MCF Advisors LLC 630 −16,45 52 −17,46
2026-05-12 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 439 330 −21,17 36 254 −22,48
2026-04-27 13F S.A. Mason LLC 1 310 0,00 108 −0,92
2026-05-11 13F Integrity Advisory Solutions, LLC 12 619 102,16 1 044 100,00
2026-04-20 13F Golden Reserve Retirement LLC 2 514 −28,82 208 −29,49
2026-02-13 13F Barclays Plc 4 789 12 502,63 401 13 266,67
2026-05-12 13F Causey Wealth LLC 204 943 22,09 16 959 20,64
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 11 771 19,48 974 18,06
2026-05-06 13F Centennial Bank/AR/ 5 137 6,20 425 4,94
2026-04-24 13F Investment Management Trust, LLC 11 928 987
2026-05-01 13F Riverview Trust Co 49 4
2026-04-22 13F Silver Coast Investments LLC 111 908 4,40 9 260 3,15
2026-04-13 13F Trust Co 624 0,32 52 −1,92
2026-04-24 13F Patten Group, Inc. 17 392 −3,67 1 439 −4,83
2026-05-08 13F Summit Asset Management, LLC 393 087 2,70 32 528 1,47
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-05-14 13F Modern Wealth Management, LLC 6 327 −0,86 522 −2,25
2026-05-14 13F Chandler Asset Management, Inc. 36 575 0,99 3 027 −0,23
2026-05-12 13F Harfst & Associates, Inc. 61 706 −28,05 5 106 −28,91
2026-06-01 13F Concorde Asset Management, LLC 2 647 −22,06 219 −22,89
2026-04-30 13F Mosaic Family Wealth Partners, Llc 32 364 −7,67 2 678 −8,76
2026-05-06 13F Berkeley Capital Partners, LLC 326 427 3,96 27 012 2,72
2026-05-15 13F Advisory Services Network, LLC 31 598 2,84 2 615 1,59
2026-04-20 13F Hilton Head Capital Partners, LLC 572 0,00 47 0,00
2026-05-15 13F Steffes Financial, Ltd. 6 308 522
2026-05-05 13F Newbridge Financial Services Group, Inc. 14 0,00 1 0,00
2026-04-14 13F Nbc Securities, Inc. 79 724 −7,03 6 597 −8,13
2026-05-01 13F 180 Wealth Advisors, Llc 3 620 −10,60 300 −11,80
2026-05-14 13F Laraway Financial Inc 4 467 0,74 370 −0,54
2026-04-17 13F Bell Investment Advisors, Inc 36 0,00 3 0,00
2026-01-15 13F Columbus Macro, LLC 0 −100,00 0
2026-04-09 13F Praetorian Wealth Management, Inc. 4 479 −12,19 372 −13,11
2026-05-07 13F Ironwood Investment Counsel, LLC 28 360 1,26 2 347 0,04
2026-05-12 13F Callahan Advisors, LLC 2 822 −3,36 233 −4,51
2026-04-29 13F American Wealth Advisors, LLC 0 −100,00 0
2026-04-24 13F Axis Wealth Partners, LLC 6 583 −0,41 545 −1,63
2026-04-15 13F Valley National Advisers Inc 36 0,00 0
2026-05-11 13F Smith Partners Wealth Management, LLC 16 870 70,20 1 396 68,07
2026-02-17 13F Capitolis Liquid Global Markets LLC 1 008 300 84 445
2026-04-14 13F Wealthcare Advisory Partners LLC 8 093 5,28 670 4,04
2026-05-01 13F Valmark Advisers, Inc. 3 474 287
2026-04-16 13F First Merchants Corp 4 375 0,00 362 −1,09
2026-05-07 13F Pillar Financial Advisors, LLC 805 −42,50 67 −43,59
2026-04-06 13F Rosenberg Matthew Hamilton 474 468 6,11 39 262 4,85
2026-05-04 13F Legacy Financial Group LLC 183 786 1,28 15 208 0,36
2026-05-05 13F Cherry Tree Wealth Management, LLC 873 223,33 72 227,27
2026-05-15 13F Shufro Rose & Co Llc 139 572 1,19 11 550 −0,02
2026-05-11 13F Pathstone Holdings, LLC 61 639 5,89 5 101 4,62
2026-01-08 13F American National Bank of Texas 0 −100,00 0
2026-05-15 13F Larson Financial Group LLC 628 0,16 52 −1,92
2026-04-27 13F Sound Income Strategies, LLC 6 846 25,75 565 23,68
2026-04-14 13F XY Planning Network, Inc. 209 677 12,31 17 303 10,66
2026-05-15 13F Qube Research & Technologies Ltd 0 −100,00 0
2026-04-15 13F Trust Co Of Toledo Na /oh/ 525 110,00 43 115,00
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 4 966 0,00 411 −1,20
2026-04-28 13F Encompass More Asset Management 13 080 1 082
2026-05-04 13F Chicago Partners Investment Group LLC 21 827 −19,16 1 818 −19,70
2026-04-28 13F Integral Investment Advisors, Inc. 10 575 0,00 875 −1,13
2026-04-08 13F RoundAngle Advisors LLC 28 497 6,22 2 358 4,99
2026-05-15 13F DT Investment Partners, LLC 0 −100,00 0
2026-04-29 13F/A Salem Investment Counselors Inc 454 38
2026-05-06 13F Hartland & Co., LLC 1 869 −23,02 155 −24,14
2026-05-05 13F Wealthfront Advisers Llc 6 762 049 22,71 559 560 21,24
2026-04-27 13F Counterweight Ventures, LLC 71 075 16,22 5 881 14,84
2026-04-07 13F Howard Financial Services, Ltd. 9 447 782
2026-05-15 13F SIMA Wealth Partners, LLC 75 0,00 6 0,00
2026-05-12 13F Marion Wealth Management 483 527 22,61 40 012 20,94
2026-05-13 13F Adviser Investments LLC 14 231 −85,08 1 178 −85,26
2026-05-14 13F Us Bancorp \de\ 26 059 −14,16 2 156 −15,18
2026-04-08 13F Gladwyn Financial Advisors, Inc. 53 765 2,88 4 449 1,67
2026-04-23 13F Fortune Financial Group, Inc. 7 323 0,00 606
2026-04-13 13F Perennial Advisors, LLC 50 800 3,59 4 204 2,36
2026-05-27 13F Westshore Wealth, LLC 11 779 30,08 975 28,50
2026-05-14 13F Evergreen Capital Management Llc 200 257 52,93 16 571 51,11
2026-04-15 13F 21 West Wealth Management LLC 55 940 6,63 4 629 5,37
2026-05-14 13F We Are One Seven, LLC 51 942 −3,94 4 298 −5,08
2026-02-12 13F FineMark National Bank & Trust 113 759 107,92 9 527 107,06
2026-04-27 13F Thrive Capital Management, LLC 34 899 2,27 2 888 1,05
2026-05-14 13F Prudential Plc 17 476 776 1 446 203
2026-05-07 13F TCTC Holdings, LLC 0 −100,00 0
2026-05-07 13F Facet Wealth, Inc. 2 000 034 8,77 165 503 7,27
2026-04-15 13F Merit Financial Group, LLC 66 670 3,14 5 517 1,90
2026-04-22 13F TBH Global Asset Management, LLC 18 514 1 532
2026-02-12 13F Planning Project LLC 15 225 1 275
2026-04-10 13F Finivi Inc. 123 196 24,43 10 194 22,94
2026-04-27 13F Exencial Wealth Advisors, Llc 232 087 3,74 19 205 2,50
2026-04-10 13F Abound Wealth Management 5 0
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 40 902 −0,35 3 385 −1,54
2026-05-11 13F Wealth Dimensions Group, Ltd. 3 084 0,00 255 −1,16
2026-04-08 13F Mma Asset Management Llc 72 079 29,21 5 965 27,68
2026-04-30 13F Private Trust Co Na 14 349 6,40 1 187 5,14
2026-05-04 13F Rps Advisory Solutions Llc 0 −100,00 0
2026-04-17 13F Nottingham Advisors, Inc. 31 670 0,00 2 621 −1,21
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 9 912 0,00 820 −1,20
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-05-01 13F Connecticut Wealth Management, LLC 13 671 1 131
2026-05-14 13F Galvin, Gaustad & Stein, LLC 75 119 −21,63 6 216 −22,56
2026-05-29 13F Asset Dedication, LLC 4 402 16 830,77 364 18 100,00
2026-04-22 13F Apollon Wealth Management, LLC 684 128 441,51 56 612 435,08
2026-02-12 13F Prudent Man Investment Management, Inc. 0 −100,00 0
2026-04-23 13F Granite Harbor Advisors, Inc. 0 −100,00 0
2026-05-06 13F Zhang Financial LLC 4 870 5,98 403 4,69
2026-04-09 13F IFG Advisors, LLC 0 −100,00 0
2026-04-14 13F Pictet North America Advisors SA 33 400 −47,17 2 764 −47,81
2026-05-04 13F Archer Investment Corp 1 420 9,06 118 7,34
2026-05-14 13F Peak Asset Management, LLC 0 −100,00 0
2026-04-21 13F Falcon Wealth Planning 8 436 −2,93 698 −3,99
2026-02-06 13F Orin Green Financial, LLC 0 −100,00 0
2026-05-14 13F Level Four Advisory Services, Llc 75 050 7,90 6 210 6,61
2026-04-29 13F Odyssey Capital Advisors, Inc. 17 566 −3,07 1 454 −4,22
2026-04-22 13F Accretive Wealth Partners, LLC 14 038 −0,43 1 162 −1,61
2026-05-08 13F Wealthedge Investment Advisors, Llc 54 779 136,34 4 533 133,49
2026-04-13 13F Farrell Financial LLC 102 555 10,00 8 486 8,68
2026-04-17 13F Total Clarity Wealth Management, Inc. 3 789 14,61 314 13,41
2026-05-12 13F M&t Bank Corp 0 −100,00 0
2026-04-15 13F Iams Wealth Management, Llc 15 829 11,84 1 310 10,46
2026-05-08 13F Cornerstone Financial Management LLC 24 002 10,47 1 986 9,18
2026-02-11 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 −100,00 0
2026-04-22 13F Apollon Financial, LLC 21 160 15,86 1 751 14,52
2026-04-08 13F Sapient Capital Llc 6 552 542
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-05-05 13F Blue Water Asset Management 4 598 0,74 380 −0,52
2026-04-15 13F Redhawk Wealth Advisors, Inc. 25 104 −34,53 2 077 −35,32
2026-05-13 13F Alesco Advisors Llc 23 160 28,24 1 916 26,72
2026-05-07 13F CVS HEALTH Corp 60 000 4 965
2026-04-28 13F Sage Rhino Capital Llc 121 405 32,86 10 046 31,29
2026-05-06 13F Private Wealth Asset Management, LLC 0 −100,00 0
2026-04-29 13F/A True Link Financial Advisors, LLC 24 892 −26,55 2 060 −27,45
2026-04-10 13F Oxinas Partners Wealth Management LLC 5 494 4,87 455 3,65
2026-04-22 13F Yoder Wealth Management, Inc. 68 495 0,14 5 665 −1,05
2026-05-11 13F Umb Bank N A/mo 4 280 2,66 354 1,43
2026-01-22 13F Elm3 Financial Group, LLC 0 −100,00 0
2026-05-15 13F Wealth Management Nebraska 128 020 −9,01 10 594 −10,10
2026-04-16 13F Center For Asset Management LLC 24 734 6,25 2 047 4,98
2026-04-16 13F First Community Trust Na 283 23
2026-01-14 13F ORG Partners LLC 0 −100,00 0
2026-05-04 13F N.E.W. Advisory Services LLC 2 115 0,00 175 −1,13
2026-05-13 13F Edgemoor Investment Advisors, Inc. 2 952 244
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 320 075 74,86 26 486 72,78
2026-05-15 13F/A Independent Financial Group, Llc 34 239 45,08 2 833 43,37
2026-04-29 13F Greenwood Capital Associates Llc 4 386 0,00 363 −1,36
2026-05-01 13F Keener Financial Planning LLC 7 604 −2,59 1
2026-05-14 13F Orion Capital Management LLC 677 0,00 56 0,00
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 106 0,95 9 0,00
2026-05-04 13F Fortress Financial Solutions, LLC 104 195 5,32 8 622 4,07
2026-05-04 13F Heritage Wealth Architects, Inc. 0 −100,00 0
2026-05-07 13F Cutler Investment Counsel Llc 2 916 241
2026-04-10 13F Perfromance Wealth Partners, LLC 2 980 4,01 247 2,93
2026-05-05 13F Evergreen Advisors, LLC 614 910 5,34 50 884 4,09
2026-02-17 13F SageView Advisory Group, LLC 48 987 −0,57 4 103 −1,01
2026-05-14 13F Claudia M.p. Batlle, Crp (r) Llc 3 484 31,42 288 29,73
2026-04-21 13F Venturi Wealth Management, LLC 491 605 7 037,12 40 680 6 962,50
2026-05-14 13F Crabel Capital Management, LLC 0 −100,00 0
2026-04-28 13F SBI Securities Co., Ltd. 7 935 17,26 657 15,90
2026-05-05 13F M3 Wealth Management, LLC 0 −100,00 0 −100,00
2026-05-07 13F Scarborough Advisors, LLC 95 −13,64 8 −22,22
2026-04-21 13F International Private Wealth Advisors LLC 7 354 −3,24 609 −4,40
2026-05-12 13F Bnp Paribas 190 001 19 000 000,00 15 723
2026-05-13 13F Measured Wealth Private Client Group, LLC 42 0,00 3 0,00
2026-04-15 13F Wright Fund Managment, LLC 0 −100,00 0
2026-05-12 13F Aspiriant, Llc 2 749 227
2026-05-13 13F Lloyd Advisory Services, LLC. 43 4
2026-05-13 13F Principal Securities, Inc. 181 984 0,45 15 059 −0,75
2026-04-08 13F West Financial Advisors, LLC 257 997 1,06 21 349 −0,14
2026-04-24 13F Key FInancial Inc 7 557 21,99 625 20,66
2026-04-21 13F Fullerton Advisors, LLC 8 169 −1,08 676 −2,32
2026-04-22 13F Networth Advisors, LLC 36 0,00 3 −33,33
2026-05-11 13F Howard Wealth Management, Llc 5 572 19,60 461 18,21
2026-05-15 13F Equitable Holdings, Inc. 1 579 346 8,48 185 845 52,42
2026-05-13 13F Laffer Investments 0 −100,00 0
2026-01-15 13F PFG Private Wealth Management, LLC 0 −100,00 0
2026-04-21 13F Trilogy Capital Inc. 9 106 9,58 754 8,35
2026-04-23 13F Willis Johnson & Associates, Inc. 2 541 210
2026-05-06 13F Sentinus, LLC 40 542 1,51 3 355 0,30
2026-04-08 13F Dynamic Advisor Solutions LLC 106 224 7,37 8 790 6,10
2026-04-28 13F Busey Wealth Management 903 265 5,07 74 745 3,82
2026-05-06 13F AXS Investments LLC 0 −100,00 0 −100,00
2026-05-05 13F Golden Bell Financial Planning LLC 68 324 4,58 5 654 3,33
2026-05-15 13F Ancora Advisors, LLC 7 665 29,02 634 27,57
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 225 0,00 19 0,00
2026-05-14 13F Horizon Investments, LLC 73 718 1 413,72 6 051 1 386,49
2026-05-08 13F Mosaic Financial Group, Llc 8 200 0,07 1
2026-02-18 13F Grand Central Investment Group 0 −100,00 0
2026-04-24 13F Capital Asset Advisory Services LLC 10 571 4,38 883 3,76
2026-05-05 13F PFG Advisors 68 824 −59,28 5 695 −59,76
2026-01-29 13F Vanguard Group Inc 1 015 034 6 630,99 85 009 6 604,18
2026-04-15 13F Paragon Capital Management Ltd 4 654 385
2026-05-11 13F Condor Capital Management 7 715 0,22 638 −0,93
2026-04-21 13F Powers Advisory Group, LLC 183 084 11,40 15 150 10,07
2026-05-08 13F Moors & Cabot, Inc. 16 064 10,34 1 329 9,02
2026-05-11 13F Founders Financial Alliance, LLC 2 886 239
2026-04-22 13F Continuum Advisory, LLC 3 279 −0,88 271 −2,17
2026-05-01 13F American Trust 5 296 −3,06 438 −4,16
2026-04-20 13F Breakwater Capital Group 44 146 3,24 3 653 2,01
2026-04-30 13F Titleist Asset Management, Llc 38 500 11,14 3 186 9,79
2026-05-14 13F Rialto Wealth Management, LLC 55 056 −2,18 4 556 −3,35
2026-04-14 13F Opal Wealth Advisors, LLC 517 43
2026-04-29 13F Clearwave Capital, LLC 2 422 0,50 200 −0,50
2026-05-15 13F Hayek Kallen Investment Management 4 354 0
2026-04-17 13F BAM Wealth Management, LLC 17 686 −5,25 1 464 −6,40
2026-01-16 13F Keystone Financial Group, Inc. 0 −100,00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 150 297 1,95 12 437 0,74
2026-05-12 13F Ausdal Financial Partners, Inc. 10 403 5,95 861 4,62
2026-05-13 13F Bank Of Montreal /can/ 595 579 −3,97 49 284 −5,11
2026-05-05 13F LFA - Lugano Financial Advisors SA 1 441 0,00 118 −1,67
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 606 886 14,16 50 220 12,80
2026-05-06 13F Topel & Distasi Wealth Management, LLC 27 975 4,66 2 315 3,40
2026-02-13 13F Pine Valley Investments Ltd Liability Co 21 514 −0,02 1 802 −0,44
2026-04-21 13F AA Financial Advisors, LLC 110 098 −9,40 9 111 −10,48
2026-04-24 13F Lynx Investment Advisory 4 370 362
2026-02-02 13F TCI Wealth Advisors, Inc. 0 −100,00 0
2026-05-15 13F Magnolia Capital Advisors Llc 3 707 −29,34 307 −30,30
2026-04-20 13F Cherrydale Wealth Management, Llc 49 502 40,90 4 096 39,23
2026-01-30 13F Pvg Asset Management Corp 9 252 775
2026-04-21 13F OneAscent Financial Services LLC 160 173 36,89 13 254 35,26
2026-05-13 13F/A Jpmorgan Chase & Co 52 983 058 3,27 4 360 506 1,48
2026-04-30 13F Elevated Capital Advisors, LLC 553 −16,72 46 −18,18
2026-04-29 13F Nilsine Partners, LLC 3 436 0,00 285 −0,70
2026-05-15 13F First Manhattan Co 80 497 61,79 6 661 59,89
2026-05-07 13F Allen Investment Management LLC 395 237 −8,28 32 706 −9,38
2026-04-10 13F Pure Financial Advisors, Inc. 36 036 2 982
2026-05-14 13F Coastal Bridge Advisors, LLC 33 955 11,69 2 810 10,33
2026-05-15 13F Brooks, Moore & Associates, Inc. 41 665 −0,71 3 448 −1,91
2026-05-05 13F Allspring Global Investments Holdings, LLC 2 710 658 147,43 224 226 144,39
2026-04-02 13F Ares Financial Consulting, LLC 0 −100,00 0
2026-04-16 13F Security National Bank 2 850 −24,00 236 −25,16
2026-04-20 13F L.K. Benson & Company, P.C. 6 166 100,59 510 98,44
2026-05-13 13F Buckingham Strategic Partners 86 354 7 146
2026-05-11 13F Nomura Asset Management Co Ltd 3 518 0,00 291 −1,02
2026-04-08 13F Nestegg Advisors, Inc. 4 482 −13,06 371 −14,15
2026-04-30 13F Sequoia Financial Advisors, LLC 182 338 −0,98 15 088 −2,16
2026-05-05 13F Noesis Capital Mangement Corp 14 065 14,53 1 164 13,13
2026-05-01 13F Carnegie Capital Asset Management, LLC 41 641 32,25 3 446 30,64
2026-05-12 13F Summit Trail Advisors, Llc 0 −100,00 0
2026-01-26 13F Discipline Wealth Solutions, LLC 0 −100,00 0
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 8 736 0,75 723 −0,55
2026-05-13 13F American Financial Advisors, LLC 415 601 −0,02 34 391 −1,22
2026-05-01 13F Emerald Investment Partners, Llc 2 439 −0,61 202 −1,95
2026-05-12 13F Invesco Ltd. 73 137 −2,02 6 052 −3,18
2026-05-12 13F Jane Street Group, Llc 1 452 302 284,55 120 178 279,96
2026-05-12 13F Jane Street Group, Llc Put 5 500 455
2026-04-21 13F Long Island Wealth Management, Inc. 6 048 −18,52 500 −19,48
2026-05-15 13F National Bank Of Canada /fi/ 67 433 −94,77 5 579 −94,83
2026-05-12 13F Jane Street Group, Llc Call 15 800 464,29 1 307 458,55
2026-05-12 13F/A Bellecapital International Ltd. 17 321 −11,74 1 433 −12,78
2026-05-14 13F Endeavor Private Wealth, Inc. 0 −100,00 0
2026-04-15 13F Fifth Third Securities, Inc. 34 063 10,86 2 819 9,52
2026-05-08 13F Middleton & Co Inc/ma 2 875 0,00 238 −1,25
2026-04-21 13F MBE Wealth Management, LLC 46 782 0,00 3 871 −1,17
2026-05-07 13F VisionPoint Advisory Group, LLC 5 541 18,70 459 17,44
2026-05-15 13F Tudor Investment Corp Et Al 38 765 3 208
2026-04-21 13F Marietta Wealth Management, LLC 47 785 2,84 3 954 1,62
2026-05-15 13F Fairview Capital Investment Management, Llc 18 444 −0,54 1 526 −1,74
2026-01-12 13F AllSquare Wealth Management LLC 11 346 0,00 954 1,49
2026-04-20 13F Auour Investments LLC 70 628 0,77 5 844 −0,43
2026-05-15 13F Old Mission Capital Llc 1 245 551 476,46 103 069 469,60
2026-05-12 13F Greenwich Wealth Management LLC 27 697 −4,48 2 0,00
2026-05-06 13F German American Bancorp, Inc. 37 543 −6,99 3 107 −8,11
2026-04-13 13F Garrett Investment Advisors LLC 73 789 8,58 6 106 7,29
2026-04-16 13F Toth Financial Advisory Corp 3 000 0,00 248 −1,20
2026-04-17 13F Buffalo Business & Estate Services Ltd 1 629 062 0,82 134 805 −0,39
2026-04-21 13F Vise Technologies, Inc. 352 454 0,00 29 518 0,00
2026-04-23 13F First Pacific Financial 75 273 1,18 6 229 −0,03
2026-05-14 13F One William Street Capital Management, L.p. 71 700 5 933
2026-04-07 13F Park Avenue Securities Llc 320 710 36,93 27 36,84
2026-05-12 13F First American Trust, Fsb 86 184 −5,58 7 132 −6,71
2026-05-01 13F Strategic Wealth Advisors LLC 138 0,00 0
2026-05-11 13F Valpey Financial Services, LLC 4 312 0,75 357 −0,56
2026-04-22 13F Aua Capital Management, Llc 7 765 −28,27 643 −29,14
2026-04-29 13F Sagace Wealth Management LLC 114 311 −4,47 9 459 −5,61
2026-04-17 13F Morris Financial Concepts, Inc. 27 343 13,56 2 263 12,20
2026-05-04 13F Bedel Financial Consulting, Inc. 4 978 9,87 412 8,44
2026-05-14 13F Aries Wealth Management 47 207 −0,44 3 906 −1,61
2026-04-27 13F Commonwealth Equity Services, Llc 0 −100,00 0 −100,00
2026-04-14 13F Moller Financial Services 6 350 0,59 525 −0,57
2026-04-08 13F Archer Investment Management, LLC 5 478 453
2026-05-14 13F Brown Brothers Harriman & Co 450 29,68 37 27,59
2026-05-11 13F Strategic Wealth Designers 479 047 1,26 39 641 0,05
2026-05-12 13F Disciplined Investors, L.L.C. 4 918 0,20 407 −1,22
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 59 545 17,57 4 927 16,18
2026-04-28 13F TritonPoint Partners, LLC 8 688 719
2026-05-15 13F Vestmark Advisory Solutions, Inc. 419 322 22,11 34 699 20,65
2026-04-15 13F Compagnie Lombard Odier SCmA 20 836 −24,17 1 724 −25,08
2026-04-23 13F Bigelow Investment Advisors, LLC 23 491 11,92 1 944 10,59
2026-05-11 13F Godfrey Financial Associates, Inc. 4 421 0,71 366 −0,54
2026-05-14 13F Mason Investment Advisory Services, Inc. 4 517 0,58 374 −0,80
2026-04-10 13F Piscataqua Savings Bank 269 0,00 22 0,00
2026-05-11 13F REAP Financial Group, LLC 12 921 −2,05 1 069 −3,17
2026-05-14 13F Kilter Group LLC 1 366 630,48 113 653,33
2026-05-15 13F Peterson Wealth Management 184 551 15 272
2026-05-15 13F Segall Bryant & Hamill, Llc 192 607 16 021
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 5 586 0,00 462 −1,07
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 335 776 3,85 27 785 2,61
2026-04-21 13F Granite Islands Private Wealth, Llc 9 012 23,38 746 21,93
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1 391 592 1,53 115 154 0,31
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 15 543 0,00 1 286 −1,15
2026-02-02 13F Nicholas Hoffman & Company, LLC. 0 −100,00 0
2026-05-05 13F Northstar Financial Companies, Inc. 5 707 66,58 472 65,03
2026-04-10 13F Baker Tilly Financial, Llc 6 881 −0,30 569 −1,56
2026-05-12 13F Mitsubishi UFJ Trust & Banking Corp 385 230 0,00 31 878 −1,20
2026-05-07 13F Summit Global Investments 4 625 0,43 0
2026-04-24 13F Palouse Capital Management, Inc. 7 049 13,64 583 12,33
2026-05-11 13F Peak Retirement Planning, Inc. 3 630 44,05 300 42,18
2026-04-14 13F Capital Asset Managemnet, LLC 2 657 −0,67 220 −2,23
2026-04-22 13F Genesee Capital Advisors, LLC 16 160 −0,50 1 337 −1,69
2026-05-12 13F Frisco Financial Planning LLC 132 102 2,42 10 931 1,19
2026-02-06 13F Csenge Advisory Group 0 −100,00 0
2026-05-01 13F Trifecta Capital Advisors, LLC 107 0,00 9 0,00
2026-05-05 13F Capital Investment Advisory Services, LLC 1 375 −1,72 114 −3,42
2026-04-21 13F Rooted Wealth Advisors, Inc. 60 843 2,19 5 080 2,17
2026-04-10 13F Brucke Financial, Inc. 78 198 −10,28 6 471 −11,36
2026-05-14 13F Gwn Securities Inc. 11 474 152,68 949 149,74
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-05-12 13F Axos Invest Inc. 5 592 −29,58 463 −30,53
2026-05-13 13F Pioneer Family Office, LLC 121 112,28
2026-05-05 13F Beaumont Financial Advisors, LLC 3 935 −4,33 326 −5,52
2026-02-13 13F Cohen & Steers, Inc. 0 −100,00 0
2026-05-14 13F Jacobi Capital Management LLC 8 301 7,71 687 6,36
2026-04-27 13F HB Wealth Management, LLC 8 976 21,82 743 20,26
2026-05-08 13F TPG Financial Advisors, LLC 37 491 −3,46 3 102 −4,61
2026-04-13 13F Market Street Wealth Management Advisors Llc 59 430 −3,43 4 918 −4,60
2026-05-12 13F Anfield Capital Management, LLC 18 873 1 774,18 1 562 1 758,33
2026-04-29 13F KERR FINANCIAL PLANNING Corp 73 6
2026-01-05 13F Noble Wealth Management PBC 0 −100,00 0
2026-04-29 13F Cordatus Wealth Management LLC 8 137 −76,46 673 −76,75
2026-04-07 13F Farther Finance Advisors, LLC 78 495 18,82 6 477 17,08
2026-04-24 13F Severin Investments, LLC 46 867 317,75 3 878 312,99
2026-04-20 13F TFB Advisors LLC 5 135 −40,07 425 −40,86
2026-05-04 13F Sigma Planning Corp 68 066 5,15 5 632 3,04
2026-04-14 13F Austin Wealth Management, LLC 0 −100,00 0
2026-05-15 13F Ascent Group, LLC 7 812 −11,69 646 −12,70
2026-05-15 13F Peapack Gladstone Financial Corp 81 720 8,22 7 0,00
2026-04-29 13F Sigma Investment Counselors Inc 102 008 −7,88 8 441 −8,97
2026-01-30 13F BancorpSouth Bank 38 907 10,30 3 258 9,84
2026-05-08 13F Enhancing Capital LLC 4 083 0,05 338 −1,17
2026-02-11 13F Parallel Advisors, LLC 291 363 7,00 24 811 8,33
2026-05-08 13F Pnc Financial Services Group, Inc. 4 728 521 11,40 391 285 10,07
2026-04-21 13F PDS Planning, Inc 2 624 217
2026-05-04 13F Modus Advisors, LLC 38 558 11,86 3 191 10,53
2026-04-23 13F Mayflower Financial Advisors, LLC 22 423 0,07 1 856 −1,12
2026-05-15 13F Toroso Investments, LLC 410 448 29,82 33 840 27,80
2026-05-15 13F Cascades Capital Asset Management, LLC 7 596 629
2026-04-09 13F Epiq Partners, Llc 42 904 17,37 3 550 15,98
2026-05-12 13F Chapman Financial Group, Llc 622 39,15 51 37,84
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 153 942 12 739
2026-04-20 13F Sowell Financial Services LLC 87 155 −10,79 7 212 −11,84
2026-04-27 13F Osborne Partners Capital Management, Llc 88 291 1,38 7 306 0,18
2026-04-28 13F Titan Investment Management LLC 49 361 18,32 4 085 16,92
2026-04-30 13F Indivisible Partners 15 138 106,49 1 253 104,24
2026-04-29 13F Montag A & Associates Inc 92 730 166,21 7 673 163,04
2026-04-29 13F Your Advocates Ltd., LLP 0 −100,00 0
2026-04-24 13F United Community Bank 44 289 3 665
2026-05-11 13F Hall Capital Management Co Inc 253 594 6,00 21 010 4,86
2026-05-15 13F Keating Financial Advisory Services, Inc. 726 −28,19 60 −28,57
2026-04-27 13F Mount Yale Investment Advisors, LLC 405 333 25,13 33 541 23,64
2026-05-14 13F Zacks Investment Management 9 922 19,73 821 18,30
2026-04-13 13F LexAurum Advisors, LLC 94 173 39,42 7 793 37,16
2026-04-30 13F Millstone Evans Group, LLC 48 0,00 4 −25,00
2026-05-13 13F American Investment Services, Inc. 38 520 0,21 3 187 −0,99
2026-04-30 13F Petix & Botte Co 52 478 −53,85 8 772 −7,88
2026-05-08 13F Wilkerson Advisory Group LLC 132 51,72 11 42,86
2026-04-20 13F Gilbert Capital Group, Inc. 31 574 −4,08 2 613 −5,22
2026-04-21 13F Mendel Capital Management LLC 2 602 0,00 215 −1,38
2026-04-22 13F Old Point Trust & Financial Services N A 23 878 24,59 1 976 23,05
2026-05-07 13F Johnson Financial Group, Inc. 6 474 0,00 536 −1,29
2026-05-08 13F Vanguard Advisers Inc 2 940 243
2026-04-27 13F Tennessee Valley Asset Management Partners 11 739 25,27 971 23,85
2026-05-08 13F King Luther Capital Management Corp 2 984 14,11
2026-05-14 13F Cito Capital Group, LLC 4 000 0,00 0
2026-04-27 13F Revisor Wealth Management LLC 133 613 −1,85 11 054 −3,09
2026-04-14 13F USA Financial Portformulas Corp 2 103 174
2026-04-22 13F Foundation Wealth Management, LLC\PA 358 431 6,40 29 660 5,13
2026-05-07 13F Meeder Advisory Services, Inc. 61 140 9,55 5 059 8,24
2026-04-22 13F Investment Advisory Group, LLC 7 374 7,89 610 6,64
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 16 028 0,00 1 0,00
2026-05-11 13F Fortis Capital Management LLC 38 757 0,64 3 207 −0,56
2026-02-17 13F Boreal Capital Management LLC 0 −100,00 0
2026-04-06 13F Stableford Capital Ii Llc 5 887 16,53 487 15,13
2026-05-07 13F Legacy Wealth Managment, LLC/ID 106 37,66 9 33,33
2026-05-12 13F Orcam Financial Group 12 601 −25,51 1 043 −26,41
2026-04-24 13F Vision Capital Management, Inc. 7 789 −0,78 645 −1,98
2026-05-14 13F SWAN Capital LLC 50 795 −4,17 4 203 −5,32
2026-04-20 13F Provenance Wealth Advisors, LLC 0 −100,00 0
2026-05-21 13F Raab & Moskowitz Asset Management LLC 4 832 35,73 400 33,89
2026-05-14 13F CIBC World Markets Inc. 20 443 1 692
2026-04-10 13F Northside Capital Management, LLC 2 500 0,00 207 −1,44
2026-04-20 13F Jfs Wealth Advisors, Llc 9 416 0,00 779 −1,14
2026-04-21 13F Wallace Advisory Group, LLC 3 768 −6,25 312 −7,44
2026-02-13 13F Luminist Capital LLC 0 −100,00 0
2026-05-07 13F Van Strum & Towne Inc. 96 746 2,27 8 006 1,05
2026-05-11 13F Penserra Capital Management LLC 675 573 94,09 56 89,66
2026-04-15 13F Curran Financial Partners, LLC 145 227 196,03 12 018 192,53
2026-05-05 13F Keyvantage Wealth, Llc 266 114 6,50 22 021 5,22
2026-05-15 13F Breakwater Investment Management 2 155 −4,98 178 −5,82
2026-05-14 13F White Lighthouse Investment Management Inc. 192 316 −4,09 15 914 −5,23
2026-05-15 13F National Philanthropic Trust 9 757 0,00 807 −1,22
2026-02-05 13F Center for Financial Planning, Inc. 138 4,55 12 0,00
2026-05-05 13F UBS Group AG 4 866 484 19,28 402 702 17,85
2026-04-27 13F Evolution Wealth Management Inc. 1 222 0,00 101 −0,98
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 85 653 −3,01 7 088 −4,16
2026-05-07 13F Latigo Investments, LLC 86 019 0,00 7 118 −1,19
2026-01-30 13F Urban Wealth Management, LLC 0 −100,00 0
2026-05-13 13F United Services Automobile Association 160 545 −7,71 13 285 −8,81
2026-05-15 13F Aqr Capital Management Llc 147 881 1,81 12 237 0,59
2026-05-15 13F/A Prepared Retirement Institute LLC 106 534 5,89 8 816 4,63
2026-05-15 13F Harbour Investments, Inc. 53 315 36,86 4 412 35,22
2026-04-15 13F Steinberganna Wealth Management 21 484 −15,81 1 778 −16,85
2026-04-22 13F Union Bancaire Privee, UBP SA 269 368 1,57 22 098 0,19
2026-04-20 13F Naples Global Advisors, Llc 18 082 −1,69 1 496 −2,86
2026-05-15 13F Ameriprise Financial Inc 11 520 160 62,51 954 441 60,77
2026-04-08 13F Capital Advisors Wealth Management, LLC 423 173 8,69 35 018 7,39
2026-05-11 13F Commerce Bank 182 445 184,83 15 097 181,45
2026-04-09 13F Meriwether Wealth & Planning, LLC 6 361 17,62 526 16,37
2026-05-15 13F Jessup Wealth Management, Inc 0 −100,00 0
2026-04-13 13F Buska Wealth Management, LLC 79 122 5,35 6 547 4,10
2026-05-05 13F Gould Asset Management Llc /ca/ 7 073 1,73 585 0,52
2026-04-28 13F Stratos Wealth Advisors, LLC 29 621 −11,49 2 451 −12,56
2026-04-16 13F Sweeney & Michel, Llc 9 385 0,78 781 −0,13
2026-04-20 13F Fiduciary Alliance LLC 7 399 −6,39 617 −6,81
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 2 732 226
2026-05-15 13F Point Nemo Capital, LLC 0 −100,00 0
2026-04-13 13F Cordant, Inc. 175 496 2,47 14 522 1,25
2026-04-28 13F Split Rock Private Trading & Wealth Management, LLC 2 665 7,03 221 5,77
2026-05-14 13F Ballast Financial Advisors LLC 12 312 8,80 1 019 7,50
2026-05-15 13F State of Tennessee, Treasury Department 2 923 588 0,30 241 927 −1,14
2026-02-17 13F Snowden Capital Advisors LLC 10 076 10,93 844 10,48
2026-05-15 13F Bragg Financial Advisors, Inc 227 644 2,31 18 838 1,09
2026-04-29 13F Strategic Blueprint, LLC 9 327 51,76 772 50,00
2026-04-30 13F Arista Wealth Management, LLC 590 068 2,23 48 828 1,01
2026-05-14 13F O'ROURKE & COMPANY, Inc 59 717 2,16 4 942 0,94
2026-05-14 13F Hara Capital LLC 525 43
2026-01-27 13F Q3 Asset Management 0 −100,00 0
2026-04-10 13F Novem Group 50 781 2,37 4 202 1,16
2026-04-24 13F Smithbridge Asset Management Inc/de 15 504 −63,98 1 283 −64,44
2026-04-22 13F Spire Wealth Management 11 050 −1,36 914 −2,56
2026-05-15 13F EFG International AG 5 794 −18,71 479 −19,63
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1 692 −20,68 140 −21,35
2026-04-13 13F St Germain D J Co Inc 160 405 −2,50 13 273 −3,66
2026-04-30 13F Kestra Advisory Services, LLC 156 500 3,94 12 950 2,70
2026-04-28 13F Bogart Wealth, LLC 2 401 182,47 199 178,87
2026-02-10 13F Calton & Associates, Inc. 0 −100,00 0
2026-05-06 13F Cedar Point Capital Partners, LLC 12 992 3,65 1 075 2,48
2026-05-18 13F Centaurus Financial, Inc. 19 272 60,29 2 0,00
2026-05-11 13F Salomon & Ludwin, LLC 30 0,00 2 0,00
2026-04-28 13F Kingswood Wealth Advisors, Llc 35 906 669,36 2 971 661,79
2026-05-12 13F One Capital Management, LLC 18 812 36,47 1 557 34,84
2026-05-13 13F Signature Equity Partners, LLC 1 274 619,77 105 650,00
2026-04-22 13F Hofer & Associates. Inc 51 409 3,05 4 254 1,82
2026-04-23 13F Drucker Wealth 3.0, LLC 55 295 0,27 4 576 −0,93
2026-05-05 13F Regions Financial Corp 56 589 9,13 4 683 7,83
2026-05-11 13F Rinkey Investments 17 569 13,86 1 454 12,46
2026-05-05 13F SOUTH STATE Corp 25 164 88,14 2 082 85,89
2026-04-13 13F IFP Advisors, Inc 123 530 81,86 10 222 79,71
2026-04-23 13F Equita Financial Network, Inc. 218 984 −1,57 18 121 −2,75
2026-05-04 13F Texas Yale Capital Corp. 3 159 0,10 261 −1,14
2026-05-13 13F Keystone Financial Group 7 122 2,59 589 1,38
2026-04-15 13F Gradient Capital Advisors, LLC 2 477 205
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 279 071 3,69 23 093 2,45
2026-04-21 13F Sandro Wealth Management LLC 22 840 −5,17 1 890 −6,35
2026-05-01 13F Strategic Financial Partners, Ltd. 40 998 3,55 3 393 2,32
2026-05-01 13F Financial Advisory Partners, Llc 644 294 0,68 53 315 −0,52
2026-04-29 13F Capstone Wealth Management Group, Llc 4 337 359
2026-05-11 13F Cascade Wealth Advisors, Inc 140 444 −3,40 11 641 −4,57
2026-04-21 13F Creekside Partners 3 046 0,73 252 −0,40
2026-05-04 13F Lifeworks Advisors, LLC 0 −100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 96 312 1,39 7 970 0,18
2026-04-24 13F Charter Oak Capital Management, LLC 0 −100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-05-15 13F Huntington National Bank 33 624 123 960 38,80
2026-04-20 13F Tranquility Partners, LLC 2 976 15,17 246 13,89
2026-05-07 13F AlTi Global, Inc. 12 400 −0,90 1 026 −2,01
2026-04-03 13F Coastline Trust Co 4 847 29,77 401 28,53
2026-05-14 13F HighPoint Advisor Group LLC 14 848 −4,05 1 229 −5,25
2026-04-14 13F Juncture Wealth Strategies, Llc 100 907 4,74 8 350 3,50
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 28 734 2,45 2 378 1,24
2026-04-20 13F McMahon Financial Advisors, LLC 100 503 1 130,45 8 317 1 115,79
2026-04-16 13F IVC Wealth Advisors LLC 8 858 −1,03 733 −2,14
2026-05-13 13F Mpwm Advisory Solutions, Llc 38 −62,38 3 −62,50
2026-05-14 13F Allworth Financial LP 62 287 −0,35 5 154 −1,53
2026-05-06 13F Cornerstone Planning Group LLC 200 −87,13 16 −87,69
2026-04-28 13F Atticus Wealth Management, Llc 5 041 0,76 417 −0,24
2026-04-15 13F Monument Capital Management 58 841 −4,26 4 869 −5,38
2026-05-12 13F Curio Wealth, Llc 92 50,82 8 40,00
2026-04-14 13F Arvest Investments, Inc. 72 319 3,56 5 984 2,33
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 10 724 0,85 887 −0,34
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 10 878 0,02 900 −1,32
2026-05-01 13F Diversify Advisory Services, LLC 3 899 −89,90 322 −90,05
2026-05-07 13F FourThought Financial Partners, LLC 7 903 0,00 654 −1,21
2026-05-11 13F First Financial Bankshares Inc 274 190 −0,05 22 689 −1,24
2026-05-15 13F Journey Retirement Planning & Investment Management Llc 0 −100,00 0
2026-04-22 13F Benchmark Financial, LLC 176 219 13,15 14 582 11,81
2026-05-11 13F TAGStone Capital, Inc. 217 792 2,94 18 022 1,72
2026-05-12 13F LeConte Wealth Management, LLC 15 691 6,14 1 298 4,85
2026-05-15 13F Smartleaf Asset Management LLC 1 756 1 250,77 145 1 340,00
2026-05-07 13F Carl P. Sherr & Co., LLC 37 191 0,05 3 078 −1,38
2026-05-13 13F McMill Wealth Management 53 646 −0,04 4 439 −1,22
2026-05-14 13F Greenline Wealth Management LLC 8 859 109,04 733 107,06
2026-05-15 13F Signal Tree Financial Partners Llc 44 481 3,55 3 681 2,31
2026-04-27 13F Iron Financial, LLC 3 285 −2,49 272 −3,90
2026-05-14 13F Nicolet Bankshares Inc 57 348 4 746
2026-05-06 13F Deutsche Bank Ag\ 50 356 −3,60 4 167 −4,76
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 24 118 1,56 1 996 0,35
2026-04-28 13F MBL Wealth, LLC 8 000 166,67 662 163,75
2026-05-11 13F Manchester Capital Management LLC 13 957 −19,82 1 155 −20,80
2026-05-13 13F Brinker Capital Investments, LLC 134 952 −23,20 11 167 −24,12
2026-05-15 13F Mercer Global Advisors Inc /adv 465 787 −11,97 38 544 −13,02
2026-04-17 13F Signal Advisors Wealth, LLC 54 684 64,54 4 525 62,59
2026-05-15 13F Glen Eagle Advisors, LLC 1 173 89,19 97 90,20
2026-04-24 13F BetterWealth, LLC 59 868 9,65 4 954 8,36
2026-04-22 13F Pinnacle Bancorp, Inc. 2 406 3,31 199 2,05
2026-05-07 13F REDW Wealth LLC 39 026 −2,55 3 229 −3,70
2026-04-13 13F/A Sunburst Financial Group, LLC 2 547 3,96 211 2,44
2026-05-12 13F Sfmg, Llc 2 480 0,00 205 −0,97
2026-05-14 13F American Family Investments, Inc. 2 756 420 125,01 228 094 122,33
2026-04-07 13F JBGlobal.com LLC 57 690 4 774
2026-05-14 13F VestGen Advisors, LLC 21 049 1 736
2026-05-15 13F Perennial Investment Advisors, LLC 7 770 −1,89 643 −3,17
2026-04-08 13F Sax Wealth Advisors, Llc 2 797 0,00 234 0,00
2026-05-04 13F Glassman Wealth Services 1 143 95
2026-05-08 13F Urban Financial Advisory Corp 1 889 −5,97 156 −7,14
2026-05-14 13F Baird Financial Group, Inc. 6 668 337 11,92 551 805 10,59
2026-05-15 13F Manufacturers Life Insurance Company, The 29 535 −0,04 2 444 −1,21
2026-05-05 13F Pacific Wealth Management 92 380 0,94 7 644 −0,26
2026-04-08 13F Stephens Group Asset Management, Llc 3 587 0,00 297 −1,33
2026-04-17 13F BCS Wealth Management 4 177 −49,46 346 −50,14
2026-05-12 13F Moneta Group Investment Advisors Llc 3 053 −25,15 253 −26,10
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 −100,00 0
2026-04-22 13F MFA Wealth Services 9 638 798
2026-04-21 13F Wealth Effects Llc 5 721 1,80 473 0,64
2026-05-11 13F Foundations Investment Advisors, LLC 319 243 15,80 26 417 14,42
2026-04-15 13F Websterrogers Financial Advisors, Llc 83 822 3,15 6 936 1,93
2026-05-07 13F Symetra Investment Management Co 3 133 225 259
2026-02-13 13F Cape Cod Five Cents Savings Bank 718 432 0,00 60 169 0,00
2026-05-06 13F Spartan Wealth Advisory Services LLC 74 183 6 139
2026-05-13 13F Archvest Wealth Advisors, Inc. 22 364 4,75 1 851 3,53
2026-04-29 13F Steele Capital Management, Inc. 710 291 0,43 58 777 −0,77
2026-04-24 13F Prospect Financial Services LLC 72 869 −3,34 6 030 −4,50
2026-05-07 13F Sage Financial Group Inc 7 471 0,00 618 −1,12
2026-04-15 13F Scott Capital Advisors, LLC 5 633 467
2026-05-13 13F Truvestments Capital Llc 80 7
2026-05-01 13F Sovran Advisors, LLC 58 986 5,01 4 887 3,63
2026-05-07 13F Little House Capital Llc 84 922 −0,93 7 027 −2,10
2026-04-20 13F Apella Capital, LLC 345 199 −4,34 28 817 −4,65
2026-04-28 13F Southern Michigan Bank & Trust 330 27
2026-05-07 13F Crewe Advisors LLC 93 118 0,15 7 706 −1,05
2026-04-09 13F Sanders Morris Harris Llc 28 069 2 323
2026-01-29 13F Comerica Bank 204 064 −5,21 17 090 −5,61
2026-04-17 13F Sovereign Financial Group, Inc. 6 604 −14,04 546 −15,09
2026-04-30 13F Hegarty Advisors, LLC 4 163 −2,41 345 −3,64
2026-04-21 13F Mesirow Financial Investment Management, Inc. 5 263 435
2026-05-11 13F Allianz Se 430 0,00 36 −2,78
2026-04-20 13F Longview Financial Advisors LLC 218 700 14,89 18 097 13,52
2026-05-13 13F 17 Capital Partners, Llc 3 849 18,32 319 16,91
2026-05-07 13F EPG Wealth Management LLC 194 0,00 16 0,00
2026-04-28 13F Indiana Trust & Investment Management CO 260 0,00 22 0,00
2026-05-08 13F Prime Capital Investment Advisors, LLC 17 739 10,18 1 468 8,83
2026-05-04 13F Lutz Financial Services LLC 3 607 −0,25 298 −1,32
2026-04-07 13F GK Wealth Management LLC 0 −100,00 0
2026-05-04 13F Principal Financial Group Inc 83 401 −57,63 6 901 −58,14
2026-05-08 13F Dodds Wealth, LLC 685 118 5,15 56 694 3,89
2026-04-27 13F Transcendent Capital Group LLC 31 282 0,01 2 589 −1,18
2026-05-01 13F Global Assets Advisory, LLC 0 −100,00 0
2026-04-23 13F Cornerstone Wealth Management, LLC 106 997 3,93 8 854 2,70
2026-04-27 13F 4wealth Advisors, Inc. 34 811 5,02 2 865 3,17
2026-04-27 13F Portland Financial Advisors Inc 3 837 318
2026-05-11 13F Integrity Alliance, Llc. 7 886 −78,65 653 −78,91
2026-04-27 13F Baer Investment Advisory LLC 2 487 206
2026-04-08 13F Pioneer Wealth Management Group 358 447 7,12 29 661 5,84
2026-05-04 13F Geneos Wealth Management Inc. 4 266 −4,80 353 −5,87
2026-05-15 13F Gateway Wealth Partners, LLC 19 632 276,96 1 625 272,48
2026-04-28 13F Altfest L J & Co Inc 7 686 0,00 636 −1,09
2026-05-07 13F Forum Finance Group S.A. 4 811 0
2026-05-12 13F Weik Capital Management 53 727 5,40 4 446 4,12
2026-05-14 13F Cambria Investment Management, L.P. 21 533 3,94 1 774 2,25
2026-05-06 13F Simon Quick Advisors, Llc 40 067 20,44 3 316 18,99
2026-05-01 13F Marks Wealth, LLC 0 −100,00 0
2026-04-08 13F Evanson Asset Management, LLC 6 753 −6,53 559 −7,77
2026-04-06 13F Highline Wealth Partners Llc 392 0,00 32 0,00
2026-02-13 13F Colony Group, LLC 2 201 696 65,40 184 365 64,67
2026-04-28 13F Canvas Wealth Advisors, LLC 0 −100,00 0
2026-05-27 13F Security Financial Services, INC. 6 330 6,62 524 5,23
2026-05-15 13F Bank Of America Corp /de/ 118 464 592 39,62 9 802 945 37,95
2026-04-22 13F BluePath Capital Management, LLC 5 535 458
2026-05-12 13F Bnp Paribas Arbitrage, Sa 401 571 221,16 33 230 217,35
2026-05-13 13F Davis R M Inc 6 000 11,69 496 10,47
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 483 643 2,72 40 021 1,50
2026-04-16 13F Sheets Smith Wealth Management 39 304 9,76 3 252 8,44
2026-05-15 13F Susquehanna International Group, Llp 0 −100,00 0 −100,00
2026-05-12 13F Insigneo Advisory Services, Llc 40 717 36,34 3 369 34,71
2026-05-15 13F TCG Advisory Services, LLC 6 568 −15,12 544 −16,20
2026-05-07 13F Oak Harbor Wealth Partners, Llc 2 743 68,80 227 66,18
2026-04-16 13F Clark Asset Management, LLC 6 400 −0,25 530 −1,49
2026-02-13 13F Sei Investments Co 46 017 3 854
2026-04-15 13F Uncommon Cents Investing LLC 18 923 53,72 1 566 51,94
2026-04-17 13F Summit Wealth Partners, LLC 18 738 −1,89 1 551 −3,06
2026-04-21 13F Laurel Oak Wealth Management, Llc 11 671 −14,82 966 −15,87
2026-05-05 13F Bluedoor Private Wealth, Llc 4 290 3,12 355 1,72
2026-05-12 13F Tme Financial, Inc. 26 585 −16,62 2 200 −17,64
2026-04-17 13F Guyasuta Investment Advisors Inc 2 425 201
2026-04-16 13F OxenFree Capital LLC 43 956 6,22 3 664 5,74
2026-04-07 13F Eastern Bank 4 673 144,15 387 141,25
2026-04-07 13F Cooper Financial Group 12 354 3,84 1 022 2,61
2026-04-24 13F Bull Street Advisors, LLC 46 876 2,30 4 0,00
2026-05-15 13F Nearwater Capital Markets, Ltd 0 −100,00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 2 115 0,00 175 −1,13
2026-05-14 13F Miller Capital Partners, Inc. 107 054 4,08 8 859 2,83
2026-05-15 13F Round Rock Advisors, LLC 10 238 0,06 847 −1,05
2026-04-29 13F Garde Capital, Inc. 9 299 769
2026-04-15 13F Third View Private Wealth, LLC 0 −100,00 0
2026-04-27 13F Altus Wealth Group LLC 71 069 4,32 5 881 3,07
2026-04-06 13F CX Institutional 0 −100,00 0
2026-04-20 13F Morton Brown Family Wealth, LLC 162 814 4,92 13 473 3,67
2026-04-23 13F Oppenheimer & Co Inc 110 926 −0,48 9 179 −1,66
2026-05-14 13F EP Wealth Advisors, Inc. 162 580 205,54 13 454 201,91
2026-05-12 13F Great Diamond Partners, LLC 9 500 4,11 786 2,88
2026-04-23 13F Kagan Cocozza Asset Management 9 565 792
2026-05-13 13F BlackRock, Inc. 1 582 747 −0,76 130 972 −1,94
2026-01-16 13F Trust Co Of Vermont 1 934 16,65 162 15,83
2026-04-28 13F Tide Cove Capital Partners LLC 61 673 0,82 5 124 −0,14
2026-04-27 13F Carter Financial Group, INC. 8 352 −3,01 691 −4,16
2026-01-26 13F Ckw Financial Group 0 −100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 16 808 1,13 1 391 −0,07
2026-05-04 13F Nwam Llc 13 299 3,73 1 100 2,23
2026-05-13 13F Kingdom Financial Group LLC. 43 43,33 4 50,00
2026-05-27 13F Capasso Planning Partners LLC 66 201 3,91 5 478 2,68
2026-05-13 13F Natixis Advisors, L.p. 180 501 35,70 15 27,27
2026-03-04 13F Henson-Edgewater Management, LLC 30 072 2 519
2026-04-14 13F Davidson Capital Management Inc. 1 292 103 42,68 106 922 40,97
2026-05-15 13F Advisors Asset Management, Inc. 6 520 69,48 540 67,39
2026-05-06 13F Gs Investments, Inc. 22 2
2026-04-15 13F Silverlake Wealth Management Llc 11 683 967
2026-05-13 13F Fsb Premier Wealth Management, Inc. 3 597 −4,28 298 −5,41
2026-04-27 13F Appalachian Capital Management Ltd 34 121 −3,59 2 824 −4,72
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 12 475 1 029
2026-05-15 13F Tradition Wealth Management, LLC 7 504 −16,04 621 −17,11
2026-05-07 13F Lowe Brockenbrough & Co Inc 57 804 −2,20 4 783 −3,35
2026-05-15 13F JT Stratford LLC 121 106 4,45 10 022 3,20
2026-02-14 13F Berkshire Asset Management Llc/pa 0 −100,00 0
2026-04-17 13F High Net Worth Advisory Group LLC 13 011 −2,44 1 077 −3,67
2026-05-07 13F Rothschild Investment Llc 897 −9,39 74 −9,76
2026-04-10 13F Prosperity Planning, Inc. 752 0,80
2026-04-28 13F Belpointe Asset Management LLC 230 023 0,51 19 034 −0,69
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 3 564 1,31 295 0,00
2026-05-01 13F Harwood Advisory Group, LLC 107 9
2026-05-01 13F UNIVEST FINANCIAL Corp 3 306 −35,47 274 −36,36
2026-04-27 13F Integrity Wealth Partners, LLC 3 160 261
2026-05-11 13F Savvy Advisors, Inc. 7 702 1,89 637 0,63
2026-05-08 13F Firestone Capital Management 18 147 −4,31 1 502 −5,48
2026-05-13 13F Argent Trust Co 14 998 −6,09 1 241 −7,18
2026-04-20 13F Global Financial Private Client, LLC 20 512 −1,54 1 697 −2,69
2026-04-13 13F Massmutual Trust Co Fsb/adv 137 620 1,44 11 388 0,24
2026-04-17 13F Richards, Merrill & Peterson, Inc. 363 0,55 30 0,00
2026-04-09 13F Mechanics Bank Trust Department 66 347 205,90 5 490 202,31
2026-04-14 13F Nova Wealth Management, Inc. 175 14
2026-05-11 13F Partners in Financial Planning 97 374 3,77 8 058 2,53
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-04-22 13F Independence Asset Advisors, LLC 8 943 −40,20 740 −40,89
2026-04-15 13F Seacrest Wealth Management, Llc 2 652 −28,36 219 −29,35
2026-04-16 13F XML Financial, LLC 144 203 127,78 11 933 125,09
2026-05-01 13F Citizens Financial Group Inc/ri 3 238 268
2026-04-16 13F Vaughan Nelson Investment Management, L.p. 4 090 10,39 338 9,03
2026-05-14 13F Power Wealth Management Llc 268 566 0,03 22 224 −1,17
2026-05-27 13F Allen Capital Group, LLC 3 919 37,80 324 36,13
2026-05-15 13F Veridan Wealth LLC 58 672 2,51 4 855 1,29
2026-05-12 13F TIAA Wealth Investment Management LLC 2 461 203
2026-05-12 13F Atlantic Union Bankshares Corp 125 192 21,03 10 360 19,59
2026-04-27 13F Albion Financial Group /ut 122 110,34 10 150,00
2026-05-11 13F OpenArc Corporate Advisory, LLC 43 155 −11,43 3 571 −12,48
2026-04-10 13F Matrix Trust Co 171 935 −1,37 14 0,00
2026-05-08 13F Strategic Financial Services, Inc, 869 001 1,76 71 910 0,40
2026-04-24 13F Private Advisor Group, LLC 674 763 0,82 55 837 −0,38
2026-04-27 13F BIP Wealth, LLC 294 016 −18,51 24 330 −19,48
2026-05-07 13F Hanover Advisors Inc 3 751 0,00 310 −1,27
2026-04-28 13F BLB&B Advisors, LLC 3 177 263
2026-05-04 13F Mml Investors Services, Llc 240 457 −10,27 19 898 −11,34
2026-04-03 13F Hickory Point Bank & Trust 9 455 0,00 782 −1,14
2026-05-04 13F Legacy Capital Group California, Inc. 0 −100,00 0
2026-05-04 13F Wsfs Capital Management, Llc 54 253 17,02 4 489 15,64
2026-05-12 13F Bank of Jackson Hole Trust 341 54,30 28 55,56
2026-02-13 13F Fort Point Capital Partners LLC 0 −100,00 0
2026-04-30 13F Ibex Wealth Advisors 6 054 501
2026-05-01 13F New Republic Capital, LLC 23 −99,73 2 −99,86
2026-05-13 13F NFP Retirement, Inc. 42 969 2,03 3 556 0,82
2026-04-27 13F Insight Inv LLC 21 021 70,06 1 739 68,02
2026-05-05 13F Leo Wealth, LLC 9 115 7,46 754 6,20
2026-05-14 13F Integrity Financial Corp /WA 0 −100,00 0
2026-05-11 13F Rebalance, Llc 1 076 970 2,80 89 119 1,58
2026-05-15 13F Fmr Llc 78 743 21,81 6 516 20,36
2026-04-20 13F Verisail Partners, LLC 3 120 −9,33 258 −10,42
2026-04-24 13F National Asset Management, Inc. 11 609 −1,79 955 −3,54
2026-05-14 13F Dorsey & Whitney Trust CO LLC 3 835 317
2026-05-05 13F HC Advisors, LLC 3 828 0,00 317 −1,25
2026-04-09 13F CRA Financial Services, LLC 48 920 −1,16 4 048 −2,34
2026-04-20 13F LifeWealth Investments, LLC 0 −100,00 0
2026-05-18 13F Arkadios Wealth Advisors 24 518 11,97 2 029 10,64
2026-05-11 13F Newport Capital Group, LLC 3 446 16,11 285 14,92
2026-05-15 13F Man Group plc 0 −100,00 0
2026-05-15 13F CI Private Wealth, LLC 1 986 532 −4,43 163 124 −6,31
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 196 0,00 16 0,00
2026-05-15 13F Advisor Group Holdings, Inc. 922 100 6,09 76 312 4,83
2026-04-13 13F Creative Financial Designs Inc /adv 139 747 1 901,82 11 564 1 880,14
2026-04-09 13F Wedmont Private Capital 22 780 3,63 1 891 2,49
2026-05-13 13F Ubs Asset Management Americas Inc 160 009 314,02 13 241 309,15
2026-05-12 13F PCM Encore, LLC 0 −100,00 0
2026-05-01 13F Fifth Third Bancorp 212 289 8 793,55 17 567 8 727,14
2026-04-24 13F Saxony Capital Management, LLC 3 167 262
2026-04-17 13F Novare Capital Management Llc 15 589 3,57 1 290 2,30
2026-04-17 13F AdvisorNet Financial, Inc 1 743 23,35 144 22,03
2026-05-12 13F Ameritas Advisory Services, LLC 44 668 −5,53 3 696 −6,64
2026-04-22 13F Capital Investment Management, Inc. 5 700 3,62 472 2,39
2026-04-22 13F Hurlow Wealth Management Group, Inc. 126 404 2,53 10 460 1,30
2026-04-17 13F RFG Advisory, LLC 5 216 106,74 432 104,27
2026-05-11 13F Fairscale Capital, LLC 1 184 0,00 98 −2,02
2026-04-28 13F W.H. Cornerstone Investments Inc. 72 779 −5,69 6 023 −6,82
2026-04-22 13F Janney Montgomery Scott LLC 1 215 856 −5,11 101 −6,54
2026-04-27 13F Td Private Client Wealth Llc 339 843 4,94 28 122 3,69
2026-04-30 13F Graetz Wealth LLC 82 378 −6,22 6 817 −7,34
2026-02-13 13F Neuberger Berman Group LLC 0 −100,00 0
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