CL:AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF - Institutionellt ägande - Köpare

iShares Trust - iShares Core U.S. Aggregate Bond ETF
CL ˙ SNSE ˙ US4642872265
Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core U.S. Aggregate Bond ETF inkluderar Arizona PSPRS Trust, Tiaa-cref Individual & Institutional Services, Llc, TIAA Wealth Investment Management LLC, Ferguson Wellman Capital Management, Inc, Strategic Financial Planning, Inc., Planning Project LLC, a16z Perennial Management, L.P., TRB Wealth Management, LLC, Capitolis Liquid Global Markets Llc, Strategic Financial Group, LLC, CVS HEALTH Corp, SG Trading Solutions, LLC, Sugar Maple Asset Management, LLC, OFS Enterprise LLC, Henson-Edgewater Management, LLC, Navigate Wealth Management, LLC, City National Bank Of Florida /msd, Cornerstone National Bank & Trust Co, PlanVest Financial, Inc, och Avail Investment Partners, LLC .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2026-04-20 13F Jfs Wealth Advisors, Llc 700 628 5,64 69 551 4,99
2026-05-01 13F Midwest Trust Co 41 675 29,85 4 137 29,08
2026-05-07 13F Vision Retirement, LLC 627 62
2026-04-27 13F Navigate Wealth Management, LLC 72 576 7 219
2026-05-11 13F Godfrey Financial Associates, Inc. 38 592 2,02 3 831 1,40
2026-05-14 13F Level Four Advisory Services, Llc 241 631 4,41 23 987 3,76
2026-04-21 13F Topsail Wealth Management, LLC 3 421 0,65 340 0,00
2026-05-13 13F Lynch Investment Planning, LLC 57 618 13,77 5 720 13,07
2026-04-27 13F BIP Wealth, LLC 2 548 253
2026-05-14 13F Sandhill Capital Partners LLC 9 992 992
2026-05-01 13F Liquid Strategies, LLC 499 119 51,78 49 548 50,86
2026-04-27 13F Strathmore Capital Advisors, Inc. 14 819 102,03 1 476 101,50
2026-05-01 13F Diversify Wealth Management, Llc 166 332 841,32 16 460 829,94
2026-04-22 13F Atwater Malick LLC 49 820 29,13 4 946 28,34
2026-05-05 13F Meridian Management Co 71 625 3 323,76 7 110 3 318,27
2026-05-14 13F JHP Wealth Management, LLC 33 378 20,00 3 313 19,26
2026-04-08 13F Thompson Investment Management, Inc. 52 666 12,37 5 228 11,69
2026-04-20 13F Ronald Blue Trust, Inc. 2 450 953 2,06 243 306 1,44
2026-05-04 13F Element Wealth, LLC 62 538 4,31 6 208 3,67
2026-04-16 13F Triad Wealth Partners, LLC 30 146 14,21 2 993 13,51
2026-04-17 13F Hanson & Doremus Investment Management 4 355 4,79 0
2026-01-22 13F AllGen Financial Advisors, Inc. 2 168 217
2026-05-13 13F/A Quadrant Capital Group Llc 50 390 23,99 5 002 23,23
2026-04-28 13F Peak Financial Management, Inc. 124 444 5,11 12 354 4,47
2026-02-24 13F SG Trading Solutions, LLC 136 798 14
2026-05-04 13F Stirlingshire Investments, Inc. 13 973 1,36 1 387 0,80
2026-05-15 13F Beacon Pointe Advisors, LLC 1 511 255 68,90 150 022 67,87
2026-05-01 13F Emerald Investment Partners, Llc 28 330 7,92 2 812 7,33
2026-04-29 13F Saxon Interests, Inc. 31 050 0,55 3 082 −0,06
2026-05-05 13F Smith, Moore & Co. 36 604 14,17 3 634 13,46
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 247 047 1,41 24 524 0,79
2026-04-17 13F LMG Wealth Partners, LLC 126 065 5,31 12 514 4,66
2026-04-30 13F Fortune Financial Advisors, LLC 2 271 225
2026-04-30 13F Financial Freedom, LLC 24 610 0,15 2 443 −0,45
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 12 235 0,44 1 215 −0,16
2026-05-07 13F Scarborough Advisors, LLC 0 0
2026-05-14 13F Delos Wealth Advisors, LLC 30 741 10,88 3 052 10,18
2026-05-14 13F Ted Buchan & Co 271 991 21,01 27 001 20,27
2026-04-27 13F Oarsman Capital, Inc. 915 513 20,73 90 883 19,99
2026-04-21 13F Financial Planning Navigators CORP 85 713 3,20 8 509 2,57
2026-05-14 13F Biondo Investment Advisors, LLC 16 836 8,72 1 671 8,09
2026-05-07 13F Jefferies Financial Group Inc. 13 536 13,50 1 344 12,76
2026-02-12 13F Planning Project LLC 558 699 55 803
2026-04-24 13F Slow Capital, Inc. 138 668 6,24 13 766 5,58
2026-05-13 13F Crews Bank & Trust 1 566 7,04 155 6,16
2026-05-05 13F D.a. Davidson & Co. 5 167 126 6,95 512 941 6,30
2026-04-24 13F Optas, LLC 206 072 101,89 20 457 100,65
2026-04-08 13F Mma Asset Management Llc 7 012 13,54 696 12,99
2026-04-20 13F Friedenthal Financial 1 552 1,50 154 1,32
2026-04-21 13F Grey Fox Wealth Advisors, LLC 289 549 4,07 28 744 3,44
2026-05-12 13F Advyzon Investment Management, LLC 28 397 15,63 2 819 14,93
2026-04-17 13F Worth Asset Management, LLC 12 929 5,82 1 283 5,16
2026-05-15 13F Clearview Wealth Management LLC 30 561 3 034
2026-04-20 13F Kopp Family Office, LLC 275 258 58,78 27 325 57,81
2026-03-02 13F Reflection Asset Management 2 433 243
2026-04-14 13F Global Trust Wealth Management LLC 30 802 5,92 3 058 5,27
2026-04-22 13F Truefg, Llc 6 448 2,46 640 1,91
2026-05-06 13F Cornerstone Planning Group LLC 5 362 95,34 530 93,07
2026-05-01 13F Carnegie Capital Asset Management, LLC 10 562 29,39 1 048 28,59
2026-04-14 13F Heirloom Wealth Management 6 161 612
2026-01-29 13F Comerica Bank 2 570 509 52,57 256 742 52,01
2026-02-12 13F FineMark National Bank & Trust 37 033 13,55 3 699 13,12
2026-05-15 13F Sun Financial Inc 16 275 0,61 1 605 −0,62
2026-02-02 13F Heritage Financial Services, LLC 83 382 6,29 8 328 5,90
2026-05-15 13F Huntington National Bank 5 952 13 749 37,89
2026-05-07 13F Greykasell Wealth Strategies, Inc. 96 900 0,72 9 619 0,11
2026-05-07 13F Koss-Olinger Consulting, LLC 829 407 17,91 82 335 17,19
2026-04-28 13F Fortitude Advisory Group L.L.C. 8 459 15,45 840 14,77
2026-04-17 13F/A Founders Financial Securities Llc 289 486 4,67 28 801 4,26
2026-05-14 13F Raymond James Financial Inc 88 714 666 4,66 8 806 703 4,03
2026-04-21 13F Navigation Wealth Management, Inc. 20 051 11,49 1 990 10,80
2026-05-11 13F Integrity Advisory Solutions, LLC 35 655 39,18 3 540 38,35
2026-04-28 13F Tempus Wealth Planning, LLC 3 212 1,65 319 0,95
2026-05-05 13F Delta Financial Advisors Llc 2 075 206
2026-04-22 13F JNBA Financial Advisors 32 479 4 776,73 3 224 4 784,85
2026-04-20 13F Davidson Trust Co 39 216 5,62 3 893 4,96
2026-05-12 13F CIBC Asset Management Inc 24 440 35,97 2 426 35,15
2026-04-15 13F Founders Grove Wealth Partners, Llc 119 882 2,73 11 901 2,10
2026-05-14 13F Permanent Capital Management, LP 647 425 367,18 64 160 363,54
2026-04-08 13F Dynamic Advisor Solutions LLC 42 267 10,70 4 196 10,02
2026-04-30 13F Beirne Wealth Consulting Services, LLC 425 964 2,95 42 288 2,32
2026-04-14 13F Amicus Financial Advisors, LLC 7 903 0,05 784 −0,51
2026-05-15 13F Ballast, Inc. 22 572 16,42 2 241 15,70
2026-04-13 13F Hudson Capital Management LLC 275 834 3,66 27 382 3,03
2026-04-09 13F Pacifica Partners Inc. 2 012 53,47 200 53,08
2026-04-15 13F Diligent Investors, LLC 20 010 1,47 1 986 0,86
2026-05-05 13F Gallagher Capital Advisors, LLC 7 524 747
2026-05-13 13F Wealth Management Associates, Inc. 37 657 2,48 3 738 1,85
2026-05-15 13F Larch Capital Partners Llc 4 917 488
2026-04-22 13F McLean Asset Management Corp 36 568 96,83 3 630 94,74
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 1 245 263 15,99 123 816 15,47
2026-04-10 13F Linden Thomas Advisory Services, LLC 2 729 14,47 271 13,45
2026-04-28 13F RW Investment Management LLC 4 624 2,35 459 1,55
2026-05-14 13F Hilltop Holdings Inc. 27 657 66,28 2 746 65,26
2026-05-15 13F Hayek Kallen Investment Management 15 729 2
2026-04-15 13F Bright Futures Wealth Management, LLC. 4 228 0,50 420 −0,24
2026-04-27 13F Koshinski Asset Management, Inc. 52 966 20,74 5 258 20,00
2026-05-12 13F Cheviot Value Management, LLC 34 955 11,48 3 470 10,48
2026-04-22 13F Traveka Wealth, LLC 16 249 42,54 1 613 41,74
2026-04-20 13F WealthSpring Partners, LLC 70 439 3,50 6 992 2,87
2026-05-08 13F Joseph Group Capital Management 1 126 2,09 112 0,91
2026-05-13 13F Pinnacle Financial Group, LLC / IL 86 357 9,52 8 573 8,85
2026-05-13 13F South Plains Financial, Inc. 12 808 5,33 1 271 4,70
2026-05-15 13F Strive Financial Group ,LLC 33 816 11,05 3 357 10,39
2026-05-12 13F Ally Invest Advisors Inc. 213 236 6,85 21 168 6,19
2026-04-20 13F Inscription Capital, LLC 15 767 2,64 1 565 2,02
2026-05-06 13F Main Street Group, LTD 304 30
2026-05-11 13F Strengthening Families & Communities, LLC 5 670 563
2026-04-17 13F Anchyra Partners Llc 14 334 13,43 1 423 12,68
2026-01-28 13F Edge Financial Advisors LLC 37 794 0,15 3 775 −0,29
2026-05-12 13F Omega Financial Group, LLC 204 508 10,26 20 302 9,59
2026-05-15 13F Vestmark Advisory Solutions, Inc. 533 901 1,32 53 001 0,70
2026-04-17 13F Krilogy Financial LLC 3 737 12,22 372 11,41
2026-05-11 13F Shepherd Financial Partners LLC 8 073 35,82 801 35,08
2026-05-13 13F GLR Partners, LLC 32 132 3 190
2026-05-05 13F Quartz Partners, LLC 57 806 636,38 5 738 631,89
2026-05-12 13F Icon Wealth Advisors, LLC 2 170 1,02 215 0,00
2026-02-12 13F Litman Gregory Asset Management LLC 165 573 1 033,75 16 537 1 029,58
2026-05-15 13F MidFirst Bank 1 805 179
2026-05-14 13F Captrust Financial Advisors 6 239 080 3,10 619 349 2,47
2026-05-11 13F Catalyst Financial Partners Llc 273 998 8,96 27 200 8,30
2026-04-29 13F Strategic Financial Group, LLC 175 686 17 440
2026-05-01 13F Farrow Financial Inc. 7 416 2,32 736 1,80
2026-04-20 13F Hilton Head Capital Partners, LLC 203 24,54 20 25,00
2026-03-12 13F Farmers National Bank 7 255 130,98 725 130,57
2026-05-07 13F Northwestern Mutual Wealth Management Co 12 962 808 5,58 1 286 818 4,93
2026-04-13 13F St Germain D J Co Inc 1 636 4,01 162 3,18
2026-04-16 13F Montecito Bank & Trust 148 157 4,46 14 708 3,83
2026-05-11 13F Aptus Capital Advisors, LLC 14 700 34,30 1 459 33,49
2026-05-02 13F Auxano Advisors, LLC 2 711 269
2026-05-05 13F Cannon Wealth Management Services, LLC 49 122 13,42 4 876 12,74
2026-04-27 13F Moneywise, Inc. 12 120 51,41 1 203 50,56
2026-05-12 13F Alerus Financial Na 3 930 17 763,64 390 19 400,00
2026-05-14 13F Mill Creek Capital Advisors, LLC 1 331 097 3,03 132 138 2,40
2026-05-15 13F City National Bank Of Florida /msd 65 353 6 488
2026-05-15 13F Advisory Resource Group 2 539 252
2026-05-04 13F Y.D. More Investments Ltd 6 545 18,03 649 17,18
2026-04-08 13F Exchange Bank 37 446 1,82 3 717 1,20
2026-02-17 13F Snowden Capital Advisors LLC 42 085 12,10 4 203 11,69
2026-05-12 13F Commerce Advisors, LLC 3 285 326
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 51 219 9,79 5 085 9,12
2026-05-15 13F Advisor Group Holdings, Inc. 2 169 442 9,12 215 392 8,44
2026-05-13 13F Adviser Investments LLC 8 646 419 8,27 858 330 7,61
2026-04-07 13F Cultivar Capital, Inc. 248 347 2,14 24 653 1,51
2026-04-24 13F James Investment Research Inc 63 231 4,92 6 277 4,27
2026-05-13 13F Synergy Financial Management, LLC 55 625 11,13 5 522 10,44
2026-05-01 13F Evolution Advisers, Inc. 600 0
2026-05-07 13F Facet Wealth, Inc. 143 872 80,40 14 282 78,84
2026-04-09 13F Wincap Financial Llc 3 137 3,70 311 2,98
2026-04-20 13F Greenup Street Wealth Management Llc 25 495 3,17 2 531 2,51
2026-04-28 13F Kiley Juergens Wealth Management, Llc 2 929 291
2026-05-13 13F Buckingham Strategic Partners 53 385 29,78 5 300 28,99
2026-04-08 13F Erickson Financial Group, LLC 80 424 5,33 7 984 4,70
2026-04-30 13F Simplicity Wealth,LLC 53 109 54,94 5 272 54,02
2026-05-07 13F TrustWell Financial Advisors, LLC 14 634 4,46 1 453 3,79
2026-04-15 13F Wright Fund Managment, LLC 26 052 2 586
2026-04-17 13F Ambassador Advisors, LLC 13 513 18,13 1 341 17,43
2026-04-22 13F Eqis Capital Management, Inc. 7 929 2,68 787 2,08
2026-05-15 13F Susquehanna International Group, Llp 1 326 978 5 164,74 131 729 5 133,57
2026-05-01 13F Ring Mountain Capital, LLC 2 165 5,00 0
2026-04-22 13F Bravera Wealth 9 518 945
2026-04-29 13F WealthPlan Investment Management, LLC 231 674 121,72 22 998 120,37
2026-04-21 13F Red Tortoise LLC 11 143 0,64 1 106 0,09
2026-05-14 13F Diversified Enterprises, LLC 201 135 12,72 19 967 12,04
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 30 775 34,63 3 055 33,82
2026-05-15 13F Susquehanna International Group, Llp Put 33 100 3 286
2026-04-24 13F Essex LLC 2 180 3,91 216 3,35
2026-05-12 13F Creative Planning 14 026 407 31,77 1 392 401 30,97
2026-05-07 13F Basepoint Wealth LLC 613 0,66 61 0,00
2026-04-23 13F Willis Johnson & Associates, Inc. 5 781 6,13 574 5,33
2026-02-13 13F Colony Group, LLC 1 367 258 23,67 136 483 23,05
2026-04-14 13F Nbc Securities, Inc. 70 009 17,88 6 950 17,16
2026-05-13 13F Ubs Asset Management Americas Inc 98 454 1 652,79 9 774 1 642,07
2026-04-27 13F Lodestar Private Asset Management Llc 8 382 3,88 832 3,35
2026-04-21 13F Quad-Cities Investment Group, LLC 3 488 346
2026-04-15 13F Activest Wealth Management 629 0,48 62 0,00
2026-04-10 13F Impact Capital Partners LLC 54 947 12,45 5 455 11,76
2026-05-15 13F Cardiff Park Advisors, Llc 1 698 0,59 169 0,00
2026-04-24 13F Axis Wealth Partners, LLC 23 168 1,30 2 300 0,66
2026-05-12 13F Clark Wealth Partners 19 2
2026-04-15 13F Aventus Investment Advisors, Inc. 93 900 2,67 9 321 2,04
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 4 434 13,37 440 12,82
2026-04-27 13F Plimoth Trust Co Llc 72 047 0,43 7 152 −0,18
2026-05-15 13F Pettyjohn, Wood & White, Inc 30 342 5,94 3 012 5,31
2026-05-13 13F BCJ Capital Management, LLC 257 903 4 499,66 25 602 4 479,96
2026-04-14 13F SigFig Wealth Management, LLC 4 114 974 13,09 408 494 12,39
2026-05-13 13F Tiemann Investment Advisors, Llc 210 908 2,11 20 937 1,49
2026-05-06 13F Private Wealth Asset Management, LLC 27 966 1,43 2 776 0,84
2026-05-15 13F Matrix Private Capital Group Llc 1 744 1,22 173 0,58
2026-04-22 13F Vannoy Advisory Group, Inc. 17 389 1,33 1 726 0,76
2026-05-12 13F Ausdal Financial Partners, Inc. 86 463 20,67 8 583 19,94
2026-04-29 13F Alliance Wealth Management Group 180 053 6,39 17 874 5,74
2026-05-15 13F Cape Investment Advisory, Inc. 3 251 0,06 323 −0,62
2026-05-14 13F Harvest Investment Services, LLC 13 069 1 297
2026-05-11 13F High Note Wealth, LLC 130 850 6,19 12 990 5,53
2026-04-21 13F Trueblood Wealth Management, LLC 2 533 20,10 251 19,52
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 975 887 2,18 96 876 1,56
2026-04-28 13F Clarity Retirement & Wealth, LLC 14 570 415,21 1 446 412,77
2026-05-15 13F Brown Advisory Inc 305 920 3,73 30 369 3,10
2026-04-10 13F Armstrong Advisory Group, Inc 19 648 38,06 1 950 37,23
2026-05-15 13F Pinney & Scofield, Inc. 1 192 118
2026-05-15 13F MAI Capital Management 504 830 6,96 50 114 6,30
2026-04-29 13F Clare Market Investments LLC 5 709 19,76 567 18,66
2026-04-21 13F Trilogy Capital Inc. 23 269 12,90 2 310 12,20
2026-05-14 13F Hazlett, Burt & Watson, Inc. 981 11,48 0
2026-05-04 13F Retirement Planning Group 24 092 262,83 2 392 260,63
2026-04-27 13F Mosley Wealth Management 5 0
2026-05-15 13F Royal Bank Of Canada 6 744 642 39,18 669 542 38,33
2026-05-06 13F Berkeley Capital Partners, LLC 6 498 2,27 645 1,74
2026-04-29 13F SilverOak Wealth Management LLC 2 390 6,84 237 6,28
2026-04-03 13F Adirondack Trust Co 34 223 0,37 3 397 −0,23
2026-04-20 13F Kestra Private Wealth Services, Llc 629 384 1,30 62 479 0,68
2026-05-15 13F Common Fund For Nonprofit Organizations 533 732 15,70 52 984 14,99
2026-04-17 13F Essex Savings Bank 2 400 3,00 238 2,59
2026-05-06 13F World Equity Group, Inc. 3 388 336
2026-05-12 13F Rather & Kittrell, Inc. 13 650 0,76 1 355 0,15
2026-04-24 13F Patten Group, Inc. 45 516 1,06 4 518 0,44
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1 468 473 4,94 146 4,32
2026-05-15 13F Equitable Holdings, Inc. 532 974 6,98 53 233 6,98
2026-04-30 13F Stronghold Wealth Management L.L.C. 33 742 0,79 3 350 0,18
2026-05-13 13F Heritage Wealth Advisors 5 020 1,17 498 0,61
2026-04-21 13F Sugar Maple Asset Management, LLC 131 390 13 043
2026-05-04 13F Redwood Park Advisors LLC 68 473 1,74 6 797 1,12
2026-05-13 13F O'shaughnessy Asset Management, Llc 2 533 553 4,75 251 506 4,11
2026-05-12 13F Bear Mountain Capital, Inc. 314 0,96 31 0,00
2026-05-01 13F Summit Financial Strategies, Inc. 4 900 9,94 486 9,21
2026-04-21 13F Aurdan Capital Management, LLC 6 650 0,53 660 0,00
2026-05-06 13F Proffitt & Goodson Inc 5 254 0,06 522 −0,57
2026-05-13 13F Heritage Trust Co 6 640 3,11 659 2,49
2026-04-13 13F Successful Portfolios LLC 8 768 21,37 870 20,19
2026-04-28 13F Stephens Inc /ar/ 221 227 6,45 21 961 5,81
2026-05-13 13F Verger Capital Management LLC 698 494 6,54 69 340 5,89
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4 518 37,83 449 37,00
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 5 479 25,09 544 24,26
2026-05-15 13F Mcdonald Partners Llc 30 141 73,60 2 992 72,55
2026-04-22 13F Evensky & Katz LLC 148 446 6,48 15 7,69
2026-04-23 13F Marquette Asset Management, LLC 305 135 5,60 30 291 4,95
2026-04-14 13F Cornerstone National Bank & Trust Co 57 995 5 742
2026-05-13 13F Cpwa, Llc 16 273 1 610
2026-04-22 13F Continuum Advisory, LLC 5 188 15,62 515 14,96
2026-04-29 13F Orin Green Financial, LLC 8 889 18,41 882 17,76
2026-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 86 706 3,23 8 607 2,60
2026-04-21 13F Wesbanco Bank Inc 1 532 631 2,00 152 144 1,37
2026-04-17 13F Forefront Wealth Partners, LLC 237 137 17,09 23 541 16,38
2026-04-07 13F Heartwood Wealth Advisors LLC 301 214 13,65 29 902 12,95
2026-04-23 13F Farmers & Merchants Investments Inc 82 645 3,06 8 204 2,43
2026-04-15 13F 21 West Wealth Management LLC 3 081 20,68 306 20,08
2026-04-27 13F Counterweight Ventures, LLC 74 026 14,60 7 349 13,90
2026-05-04 13F Bank Hapoalim Bm 0
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 101 350 110,71 10 061 109,41
2026-05-04 13F Archer Investment Corp 999 18,93 99 19,28
2026-04-17 13F Blankinship & Foster, LLC 101 032 0,41 10 029 −0,20
2026-04-08 13F Miracle Mile Advisors, LLC 482 175 7,56 47 866 6,90
2026-04-21 13F Aull & Monroe Investment Management Corp 2 409 239
2026-04-07 13F Pathway Financial Advisors LLC 15 434 0,65 1 532 −0,13
2026-04-16 13F Cornerstone Management, Inc. 445 933 5,92 44 268 5,27
2026-05-04 13F Hexagon Capital Partners LLC 2 605 259
2026-05-13 13F Cynosure Management, Llc 138 648 2,96 13 764 2,33
2026-05-11 13F RWM Asset Management, LLC 1 099 109
2026-05-14 13F StoneX Group Inc. 74 915 7,67 7 428 6,88
2026-05-15 13F Laird Norton Trust Company, Llc 119 036 102,26 11 817 101,02
2026-04-22 13F BKM Wealth Management, LLC 5 953 1,59 591 0,85
2026-02-10 13F Principia Wealth Advisory, LLC 4 048 102,81 404 102,00
2026-04-22 13F TPG Advisors LLC 82 248 6,44 8 165 5,79
2026-04-28 13F CAP Partners, LLC 35 986 9,23 3 572 8,57
2026-05-14 13F TRB Wealth Management, LLC 203 057 20 157
2026-04-10 13F Boston Research & Management Inc 4 783 1,31 0
2026-04-13 13F Lauer Wealth, LLC 2 895 288
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 293 531 1 022,10 29 129 1 019,49
2026-05-14 13F Strategic Financial Planning, Inc. 861 289 21 618
2026-04-13 13F 5T Wealth, LLC 44 936 6,07 4 461 5,41
2026-05-07 13F Centerpoint Advisors, LLC 1 701 10,81 0
2026-05-13 13F Callan Family Office, LLC 3 705 6,19 368 5,46
2026-04-13 13F Accelerate Investment Advisors LLC 127 598 1,53 12 667 0,91
2026-04-13 13F Bouchey Financial Group Ltd 772 082 2,65 76 814 2,25
2026-05-12 13F Daybright Advisory Services, Inc. 352 543 5,57 34 997 4,92
2026-04-30 13F Cooksen Wealth, LLC 28 482 5,14 2 827 4,51
2026-05-15 13F/A Independent Financial Group, Llc 21 469 12,38 2 131 11,69
2026-04-21 13F Oak Wealth Advisors LLC 9 806 16,50 973 15,83
2026-05-15 13F Passaic Partners LLC 346 733 34 420
2026-04-14 13F Nova Wealth Management, Inc. 126 13
2026-04-14 13F XY Planning Network, Inc. 4 127 35,53 409 34,21
2026-04-15 13F Occidental Asset Management, LLC 26 378 3,82 2 619 3,19
2026-04-22 13F Vicus Capital 390 805 0,73 38 795 0,12
2026-05-11 13F Rock Creek Group, LP 589 149 0,81 58 485 0,20
2026-04-30 13F Acorn Wealth Advisors, LLC 7 905 1,40 785 0,77
2026-05-13 13F Mariner, LLC 13 748 217 13,99 1 364 774 13,30
2026-04-24 13F Michels Family Financial, LLC 31 583 1,04 3 135 0,42
2026-05-11 13F Fountainhead AM, LLC 7 688 12,28 763 11,71
2026-04-22 13F Brandywine Asset Management, Inc. 135 175 0,08 13 389 −0,53
2026-05-15 13F Continental Investors Services, Inc. 70 105 50,37 6 944 46,53
2026-05-14 13F Jacobi Capital Management LLC 6 776 1,80 673 1,20
2026-04-24 13F WHI TRUST Co LLC 404 787 8,93 40 183 8,27
2026-04-29 13F Northwest Wealth Advisors, LLC 2 190 6,93 217 6,37
2026-05-11 13F Foundations Investment Advisors, LLC 21 513 1,02 2 136 0,38
2026-05-13 13F Avail Investment Partners, LLC 45 751 5
2026-04-22 13F Uniting Wealth Partners, LLC 4 440 441
2026-04-28 13F SBI Securities Co., Ltd. 222 735 4,46 22 111 3,83
2026-05-14 13F VestGen Advisors, LLC 21 873 98,14 2 157 95,74
2026-05-05 13F Sanctuary Advisors, LLC 291 732 1,57 28 960 0,96
2026-05-15 13F National Bank Of Canada /fi/ 192 866 159,02 19 145 157,46
2026-04-21 13F October Effect Ltd 17 060 1,22 1 694 0,59
2026-05-11 13F Elevate Wealth Advisory, Inc 326 4,82 32 3,23
2026-05-08 13F Sound Financial Strategies Group, LLC 160 804 16,59 15 963 15,88
2026-05-14 13F Sunesis Advisors, LLC 204 954 12,18 20 346 11,49
2026-05-08 13F New England Private Wealth Advisors LLC 23 703 27,10 2 353 26,32
2026-05-04 13F Westside Investment Management, Inc. 91 727 2,35 9 106 1,72
2026-04-13 13F Arwa Llc 6 905 27,61 687 27,04
2026-04-23 13F Glass Jacobson Investment Advisors llc 2 686 33,76 267 33,00
2026-04-23 13F Oppenheimer Asset Management Inc. 150 961 5,80 14 986 5,15
2026-04-28 13F Ti-trust, Inc 47 350 6,21 4 700 5,57
2026-05-01 13F HFM Investment Advisors, LLC 274 15,13 27 17,39
2026-04-20 13F Independent Wealth Network Inc. 12 658 33,38 1 257 32,63
2026-04-13 13F Mkd Wealth Coaches, Llc 75 146 2,35 7 460 1,72
2026-05-13 13F Edgemoor Investment Advisors, Inc. 22 836 35,47 2 267 34,64
2026-04-23 13F Bigelow Investment Advisors, LLC 34 624 6,32 3 437 5,69
2026-05-12 13F Rsm Us Wealth Management Llc 250 944 43,55 24 911 42,33
2026-04-21 13F Pflug Koory, LLC 1 027 1,48 102 0,00
2026-04-14 13F Well Done, LLC 11 605 1 152
2026-05-18 13F Arkadios Wealth Advisors 86 786 517,96 8 615 514,48
2026-04-10 13F Oxinas Partners Wealth Management LLC 48 525 42,91 4 817 42,05
2026-05-11 13F Pathstone Holdings, LLC 44 039 6,30 4 372 5,66
2026-04-15 13F Single Point Partners, LLC 1 562 047 234,57 46 999 5,43
2026-05-01 13F Thrivent Financial For Lutherans 787 731 8,73 78 8,33
2026-04-20 13F Longview Financial Advisors, Inc. 205 20
2026-04-27 13F Evolution Wealth Management Inc. 977 13,87 97 12,94
2026-05-11 13F Great Valley Advisor Group, Inc. 321 837 2,54 31 949 1,92
2026-04-08 13F Eclectic Associates Inc /adv 23 728 119,76 2 355 118,46
2026-05-12 13F Colonial Trust Advisors 193 857 12,70 19 244 12,01
2026-05-13 13F Freestone Capital Holdings, LLC 948 439 12,59 94 152 11,90
2026-05-07 13F Cutler Investment Counsel Llc 3 336 0,66 331 0,00
2026-05-07 13F CVS HEALTH Corp 149 700 14 861
2026-04-24 13F Private Advisor Group, LLC 483 702 6,80 48 017 6,15
2026-04-22 13F Quattro Financial Advisors Llc 50 809 8,90 5 044 8,24
2026-05-14 13F HighPoint Advisor Group LLC 15 914 15,91 1 580 15,17
2026-05-15 13F Summit Financial, LLC 321 111 5,01 31 877 4,37
2026-04-08 13F Sharper & Granite LLC 61 125 6,13 6 068 5,48
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 1 386 722 7 187,41 518 −72,74
2026-04-07 13F Twele Capital Management, Inc. 475 327 1,23 47 186 0,61
2026-05-15 13F Pointe Capital Management LLC 26 017 11,93 2 583 11,25
2026-04-29 13F Cvfg Llc 8 400 834
2026-04-20 13F Bennett Associates Wealth Management 38 303 4,44 3 802 3,82
2026-05-04 13F Texas Yale Capital Corp. 5 453 17,12 541 16,34
2026-05-04 13F Clear Investment Research, Llc 735 73
2026-05-11 13F Empirical Asset Management, LLC 24 200 10,48 1 888 13,06
2026-05-06 13F Catalyst Capital Advisors LLC 131 526 11,00 13 057 10,32
2026-05-05 13F Black Diamond Financial, LLC 449 571 5,34 44 629 4,70
2026-05-15 13F Destination Wealth Management 1 685 577 5,78 167 327 5,13
2026-05-13 13F Scotia Capital Inc. 488 227 4,00 48 466 3,36
2026-04-17 13F HHM Wealth Advisors, LLC 1 595 2,90 158 2,60
2026-05-11 13F Allianz Asset Management GmbH 3 280 11,19 326 10,54
2026-05-01 13F Anchor Investment Management, LLC 2 726 1,72 271 1,12
2026-05-14 13F Allworth Financial LP 558 142 7,71 55 407 7,05
2026-05-12 13F Moneta Group Investment Advisors Llc 153 917 5,80 15 279 5,15
2026-04-06 13F Sincerus Advisory, LLC 48 870 27,14 4 851 26,36
2026-04-28 13F Kingswood Wealth Advisors, Llc 109 355 0,09 10 856 −0,52
2026-05-08 13F Denali Advisors Llc 26 053 15,45 2 586 14,78
2026-04-02 13F Stairway Partners, LLC 2 435 318 1,05 241 754 0,43
2026-04-21 13F OneAscent Financial Services LLC 13 212 171,57 1 312 170,31
2026-05-07 13F Rothschild Investment Llc 3 686 67,93 366 66,67
2026-05-04 13F Brookwood Investment Group LLC 4 615 59,52 458 59,03
2026-04-24 13F Family Investment Center, Inc. 39 858 1,83 3 957 1,20
2026-05-05 13F Ethos Financial Group, LLC 9 874 29,84 980 28,99
2026-05-22 13F Wellington Grp LLC 1 251 188,25 124 188,37
2026-04-22 13F Joel Isaacson & Co., LLC 4 503 0,56 447 0,00
2026-04-13 13F Mather Group, Llc. 620 617 5,77 61 609 5,12
2026-04-10 13F Pure Financial Advisors, Inc. 285 179 4,51 28 310 3,87
2026-05-04 13F Procyon Private Wealth Partners, LLC 12 085 7,46 1 200 6,77
2026-05-05 13F UBS Group AG Put 1 000 000 99 270
2026-05-05 13F UBS Group AG 10 984 271 16,76 1 090 409 16,05
2026-05-14 13F Fort Point Capital Partners LLC 478 375 4,36 47 488 3,37
2026-05-15 13F Weaver Consulting Group 4 407 2,11 437 1,39
2026-04-27 13F/A New World Advisors LLC 4 166 0,12 414 −0,48
2026-04-15 13F Optivise Advisory Services LLC 8 937 8,31 887 7,65
2026-04-17 13F James J. Burns & Company, LLC 445 648 74,31 44 240 73,25
2026-04-14 13F Beacon Investment Advisory Services, Inc. 369 979 4,86 36 728 4,22
2026-05-12 13F Centric Wealth Management 3 987 393
2026-05-14 13F Joseph P. Lucia & Associates, LLC 58 156 15,91 5 773 15,21
2026-05-06 13F Heartland Advisors Inc 53 327 39,39 5 294 38,52
2026-05-13 13F Mpwm Advisory Solutions, Llc 7 977 114,67 792 113,21
2026-04-21 13F Falcon Wealth Planning 2 581 24,03 256 23,67
2026-04-21 13F Outfitter Financial LLC 7 561 0,83 751 0,13
2026-05-11 13F Commerce Bank 186 115 27,10 18 476 26,32
2026-05-14 13F Acorns Advisers, LLC 13 469 227 2,18 1 337 1,60
2026-02-17 13F Main Street Financial Solutions, LLC 251 490 8,03 25 119 7,63
2026-05-11 13F United Bank 343 098 7,82 34 059 7,16
2026-05-13 13F Alpha Financial Partners, LLC 174 670 0,47 17 340 −0,14
2026-05-04 13F N.E.W. Advisory Services LLC 1 192 0,68 118 0,00
2026-04-22 13F Janney Montgomery Scott LLC 827 495 10,26 82 10,81
2026-04-22 13F Richard Bernstein Advisors LLC 20 062 601,22 1 992 598,60
2026-04-21 13F Narus Financial Partners, LLC 20 521 1,39 2 037 0,79
2026-05-07 13F Legacy Wealth Managment, LLC/ID 10 111 120,43 1 004 119,00
2026-05-08 13F Smithfield Trust Co 418 434 6,11 42 5,13
2026-05-15 13F Markin Asset Management, LP 294 385 116,85 29 224 115,52
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 13 474 1 338
2026-04-09 13F OFS Enterprise LLC 119 100 11 823
2026-05-15 13F Perennial Investment Advisors, LLC 11 751 10,68 1 167 10,00
2026-04-28 13F Fundamentun, Llc 10 172 0,98 1 010 0,30
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 7 752 2,80 770 2,12
2026-05-04 13F HBW Advisory Services LLC 2 792 10,27 277 9,92
2026-05-15 13F Ameriflex Group, Inc. 1 553 6,44 154 6,21
2026-05-12 13F Kingsview Wealth Management, LLC 1 668 749 29,46 165 657 28,67
2026-04-20 13F MBM Wealth Consultants, LLC 139 14
2026-04-30 13F Manning & Napier Advisors Llc 473 47
2026-05-20 13F SOA Wealth Advisors, LLC. 3 752 8,38 372 7,83
2026-04-20 13F McKinley Carter Wealth Services, Inc. 620 277 3,20 61 575 2,57
2026-05-04 13F MTC Wealth Management LLC 449 187 8,90 44 591 8,24
2026-05-15 13F Talon Private Wealth, LLC 6 118 96,66 607 97,08
2026-04-22 13F Storen Legacy Partners, LLC 85 947 2,44 8 532 1,80
2026-05-08 13F Russell Investments Group, Ltd. 2 729 403 0,64 270 948 0,03
2026-04-13 13F Uptown Financial Advisors LLC 5 912 4,47 587 3,72
2026-04-27 13F Fulton Breakefield Broenniman Llc 398 229 2,42 39 532 1,80
2026-05-15 13F Ascent Group, LLC 437 958 2,96 43 476 2,33
2026-05-15 13F Purpose Unlimited Inc. 24 322 7,28 2 414 6,63
2026-05-07 13F Beta Wealth Group, Inc. 6 046 1,00 600 0,50
2026-05-14 13F Financial Advisors Network, Inc. 2 389 2,62 237 2,16
2026-05-14 13F Liberty One Investment Management, Llc 24 150 45,05 2 397 44,14
2026-05-13 13F Protective Life Corp 2 581 256
2026-04-08 13F Ccg Wealth Management, Llc 11 603 229,91 1 152 227,92
2026-04-27 13F Financial Services Advisory Inc 60 608 40,44 6 017 39,58
2026-04-24 13F Flagship Private Wealth, LLC 50 422 10,28 5 005 9,61
2026-05-06 13F Advisortrust Partners, Llc 6 818 28,64 677 27,79
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 2 500 248
2026-05-14 13F Bakala Capital Management LLC 16 795 0,64 1 667 0,06
2026-05-15 13F Cresset Asset Management, LLC 391 936 16,52 38 907 15,81
2026-04-08 13F Hardin Capital Partners, LLC 3 291 0,95 327 0,31
2026-05-12 13F Reyes Financial Architecture, Inc. 9 372 6,58 930 5,92
2026-05-15 13F Logan Stone Capital, LLC 47 642 1,79 4 729 1,18
2026-01-21 13F Newbridge Financial Services Group, Inc. 0 0
2026-05-07 13F Capital Performance Advisors Llp 379 390 11,18 37 662 10,50
2026-04-14 13F Affiance Financial, LLC 972 104 8,29 96 501 7,63
2026-05-04 13F Wellington Shields & Co., LLC 5 215 78,90 518 77,66
2026-05-05 13F Golden Bell Financial Planning LLC 58 384 0,29 5 796 −0,33
2026-05-15 13F Quantinno Capital Management LP 28 882 208,04 2 867 206,30
2026-04-15 13F Redhawk Wealth Advisors, Inc. 2 801 15,60 278 14,88
2026-05-13 13F First Trust Advisors Lp 33 739 5,18 3 349 4,56
2026-04-13 13F Nvest Wealth Strategies, Inc. 226 22
2026-04-23 13F Members Wealth Llc 6 688 22,49 666 21,76
2026-04-30 13F Donaldson Capital Management, Llc 147 842 1,00 14 676 0,38
2026-01-13 13F Stephens Consulting, LLC 1 288 9,43 129 8,47
2026-04-29 13F Greenwood Capital Associates Llc 141 303 4,26 14 027 3,63
2026-05-12 13F Ames National Corp 123 843 8,77 12 294 8,10
2026-04-13 13F Lee Financial Co 10 578 42,73 1 050 41,89
2026-05-13 13F Syon Capital Llc 394 329 37,36 39 145 36,53
2026-05-15 13F Valley Financial Group, Inc. 4 441 441
2026-04-27 13F Sharp Financial Services, LLC 146 544 2,16 14 547 1,54
2026-05-07 13F Insight 2811, Inc. 212 282 4,37 21 073 3,74
2026-04-22 13F Investment Advisory Group, LLC 9 304 1,20 924 0,54
2026-05-11 13F Collier Financial 384 0,79 38 0,00
2026-04-23 13F Bell Bank 656 447 6,50 65 165 5,85
2026-02-11 13F Parallel Advisors, LLC 261 673 2,44 26 136 2,06
2026-04-24 13F Root Financial Partners, LLC 1 732 4 230,00 172 5 600,00
2026-05-11 13F Daymark Wealth Partners, Llc 18 851 19,14 1 871 18,42
2026-05-15 13F Price T Rowe Associates Inc /md/ 15 024 1
2026-05-12 13F Strategic Wealth Partners, Ltd. 24 533 100,06 2 435 98,94
2026-05-14 13F Metropolitan Life Insurance Co/ny 847 733 1,80 84 154 1,18
2026-05-01 13F Strategic Wealth Advisors LLC 771 8,59 0
2026-04-13 13F Kmg Fiduciary Partners, Llc 100 110 4,67 9 938 4,03
2026-04-27 13F Wbh Advisory Inc 52 656 29,33 5 213 28,18
2026-04-22 13F Wetzel Investment Advisors, Inc. 3 059 0,03 304 −0,66
2026-04-22 13F Caldwell Trust Co 145 705 7,51 14 464 6,86
2026-04-15 13F Lighthouse Financial Services Inc /adv 122 049 1,77 12 178 1,67
2026-04-23 13F Scissortail Wealth Management, LLC 198 947 19 749
2026-05-11 13F Wells Fargo & Company/mn 63 695 880 4,78 6 323 090 4,14
2026-05-12 13F Entrust Financial Llc 2 614 50,32 259 49,71
2026-05-14 13F Aries Wealth Management 27 057 3,02 2 686 2,36
2026-04-27 13F DB Fitzpatrick & Co, Inc 430 257 6,73 42 712 6,08
2026-05-15 13F Asset Management Group, Inc. 25 418 0,48 2 523 −0,12
2026-04-16 13F Balboa Wealth Partners 25 721 21,04 2 553 20,31
2026-05-06 13F Zhang Financial LLC 898 297 97,09 89 174 95,89
2026-04-20 13F Hoxton Planning & Management, LLC 28 730 4,45 2 852 3,82
2026-04-20 13F C2C Wealth Management, LLC 23 255 0,19 2 309 −0,43
2026-05-14 13F Ieq Capital, Llc 120 280 1,04 11 940 0,42
2026-05-13 13F Bowie Capital Management, LLC 18 000 80,00 1 787 78,96
2026-05-14 13F Main Management LLC 108 682 43,42 11 42,86
2026-05-06 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4 144 63,41 409 61,66
2026-04-27 13F PFG Investments, LLC 48 198 0,38 4 785 −0,23
2026-04-30 13F First Horizon Corp 179 748 5,24 17 844 4,60
2026-05-01 13F Ferguson Wellman Capital Management, Inc 1 700 375 168 796
2026-05-11 13F Tulsa Wealth Advisors, INC 6 603 655
2026-05-14 13F Insight Wealth Partners, LLC 4 668 13,30 463 12,65
2026-04-21 13F PDS Planning, Inc 844 140 6,78 83 798 6,13
2026-02-03 13F Alpha Cubed Investments, LLC 14 918 3,11 1 490 2,76
2026-04-15 13F Apex Wealth Management, LLC 60 458 2 903,38 6 002 2 885,57
2026-05-14 13F Missouri Trust & Investment Co 2 967 12,73 295 12,21
2026-04-08 13F Accel Wealth Management 49 321 18,10 4 896 17,38
2026-04-17 13F Aspen Capital Management, LLC 2 260 1,39 224 0,90
2026-05-08 13F Valeo Financial Advisors, LLC 67 311 10,70 6 682 10,01
2026-04-24 13F Essex Financial Services, Inc. 2 120 0,09 210 −0,47
2026-05-07 13F Nordwand Advisors, LLC 7 253 0,37 720 −0,14
2026-05-08 13F Moors & Cabot, Inc. 2 062 205
2026-04-17 13F Prentice Wealth Management LLC 651 758 7,69 64 700 7,03
2026-05-12 13F Baker Avenue Asset Management, LP 927 461 2,57 92 069 1,94
2026-05-13 13F RiverGlades Family Offices LLC 51 741 20,72 5 136 19,55
2026-05-22 13F Coastline Complete Wealth LLC 7 755 770
2026-04-27 13F Victory Financial Group, Llc 5 855 0,88 581 0,35
2026-05-06 13F German American Bancorp, Inc. 6 288 58,55 624 57,58
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 536 266 13,48 53 235 12,79
2026-05-12 13F Americana Partners, LLC 13 465 0,97 1 337 0,38
2026-05-13 13F Jaffetilchin Investment Partners, LLC 20 074 27,79 1 993 27,04
2026-04-16 13F Intergy Private Wealth, LLC 38 280 6,09 3 800 5,47
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 176 846 501,50 17 555 497,92
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 1 353 980 0,18 134 410 −0,44
2026-05-11 13F Boston Partners 456 804 45 347 −1,43
2026-04-29 13F Es4, Llc 154 657 0,64 15 353 0,03
2026-04-29 13F United Asset Strategies, Inc. 21 247 0,12 2 109 −0,47
2026-04-16 13F Prairiewood Capital, LLC 8 203 6,04 814 5,44
2026-05-04 13F AMG National Trust Bank 33 467 14,57 3 322 13,88
2026-04-24 13F Innova Wealth Partners 105 110 108,54 10 434 107,27
2026-04-20 13F LVW Advisors, LLC 5 912 49,67 587 48,73
2026-05-15 13F Strategies Wealth Advisors, LLC 11 524 150,79 1 144 149,56
2026-05-11 13F Founders Financial Alliance, LLC 2 658 236,46 264 237,18
2026-04-28 13F Westfuller Advisors, LLC 49 904 36,23 4 954 35,43
2026-04-24 13F United Community Bank 32 014 3 178
2026-04-22 13F Invera Wealth Advisors, LLC 28 676 1,43 2 847 0,81
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 94 740 26,70 9 405 25,92
2026-04-06 13F Acima Private Wealth, Llc 101 121 1,75 10 038 1,14
2026-05-07 13F Advisor OS, LLC 36 415 5,50 3 615 4,84
2026-05-12 13F Pacific Center for Financial Services 164 16
2026-05-12 13F CIBC Bancorp USA Inc. 409 600 486,69 40 659 481,01
2026-05-05 13F Regions Financial Corp 272 548 2,82 27 056 2,19
2026-05-11 13F Valpey Financial Services, LLC 29 407 2,24 2 919 1,64
2026-05-15 13F Harbour Investments, Inc. 234 392 224,93 23 268 222,94
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 52 943 0,11 5 256 −0,51
2026-04-20 13F L.K. Benson & Company, P.C. 22 853 0,47 2 269 −0,13
2026-05-07 13F New York Life Investment Management Llc 712 423 7,27 70 722 6,62
2026-04-24 13F Merited Wealth, LLC 59 742 101,59 5 931 100,41
2026-05-01 13F International Assets Investment Management, Llc 19 523 2,36 1 933 1,42
2026-05-12 13F Financial Network Wealth Management LLC 17 712 148,62 2
2026-05-18 13F IFS Group,LLC 28 059 11,25 2 785 10,25
2026-05-11 13F Gr Financial Group, Llc 3 543 0,62 352 0,00
2026-04-14 13F Bayshore Capital Advisors, LLC 7 827 9,71 777 8,99
2026-05-14 13F Twin Focus Capital Partners, Llc 184 204 15,29 18 286 14,58
2026-04-21 13F S Harris Financial Group, LLC 10 757 6,30 1 068 5,64
2026-04-09 13F Life Line Wealth Management Llc 4 352 2,23 432 1,41
2026-04-22 13F Wiser Advisor Group LLC 293 0,69 29 0,00
2026-04-13 13F Massmutual Trust Co Fsb/adv 25 002 4,86 2 482 4,20
2026-04-01 13F Burkett Financial Services, Llc 212 21
2026-04-17 13F Community Bank & Trust, Waco, Texas 4 234 10,26 0
2026-05-04 13F Bleakley Financial Group, LLC 20 371 2 022
2026-01-14 13F ORG Partners LLC 8 937 15,11 893 12,91
2026-04-10 13F First Bank & Trust 357 684 17,24 35 507 16,53
2026-05-20 13F SHUTTLEWORTH & Co 20 421 59,74 2 027 58,86
2026-05-07 13F Hollencrest Capital Management 26 570 10,47 2 638 9,78
2026-04-08 13F Sandbox Financial Partners, LLC 2 878 0,35 286 −0,35
2026-04-09 13F Chemistry Wealth Management LLC 3 164 22,59 314 22,18
2026-04-30 13F Peterson Wealth Services 6 204 4,32 616 3,54
2026-04-10 13F Octavia Wealth Advisors, LLC 613 783 112,41 60 930 111,12
2026-05-05 13F Northstar Financial Companies, Inc. 2 588 0,04 257 −0,78
2026-05-06 13F Aviance Capital Partners, LLC 57 992 150,88 5 757 149,39
2026-04-20 13F Naples Global Advisors, Llc 71 640 3,11 7 112 2,48
2026-05-14 13F Meridian Wealth Partners, LLC 943 173 4,20 93 629 3,57
2026-05-08 13F Sofos Investments, Inc. 7 1
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 115 964 2,68 11 512 2,05
2026-04-15 13F Elevatus Welath Management 68 300 149,04 6 780 147,54
2026-04-30 13F Titleist Asset Management, Llc 11 130 29,89 1 105 29,12
2026-04-27 13F GenTrust, LLC 1 045 805 0,08 103 817 −0,53
2026-04-21 13F Chapin Davis, Inc. 5 005 1,91 497 1,22
2026-05-12 13F Rakuten Investment Management, Inc. 237 820 100,00 23 844 100,01
2026-04-02 13F Aspect Partners, LLC 54 321 4,78 5 392 4,13
2026-05-07 13F Nyl Investors Llc 36 863 3,63 3 659 3,01
2026-05-14 13F First Commonwealth Financial Corp /pa/ 180 542 3,17 17 922 2,55
2026-05-07 13F Avidian Wealth Solutions, LLC 57 614 0,82 5 719 0,21
2026-04-14 13F Capital Asset Managemnet, LLC 13 589 0,19 1 349 −0,44
2026-05-06 13F Sentinus, LLC 157 233 15,01 15 609 14,31
2026-05-11 13F Thompson Siegel & Walmsley Llc 23 193 4,10 2 0,00
2026-02-05 13F Center for Financial Planning, Inc. 1 030 946 3,20 102 971 2,82
2026-05-06 13F Tyche Wealth Partners LLC 2 576 256
2026-05-11 13F Atlas Capital Advisors Llc 79 8
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 25 006 3,19 2 482 2,56
2026-05-06 13F Kitching Partners, Llc 7 617 0,65 756 0,13
2026-04-20 13F Auour Investments LLC 22 889 4,39 2 272 3,79
2026-01-22 13F O'Brien Wealth Partners LLC 15 085 330,88 1 507 330,29
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 3 868 2,95 384 2,13
2026-05-14 13F Retiremitten Financial Llc 3 509 348
2026-04-02 13F Ares Financial Consulting, LLC 945 11,83 94 10,71
2026-04-07 13F Park Avenue Securities Llc 661 534 3,65 66 3,17
2026-04-22 13F Aua Capital Management, Llc 40 224 63,15 3 993 62,19
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 9 173 2,76 911 2,13
2026-05-12 13F Sovereign Investment Advisors, LLC 69 618 1,32 6 911 0,71
2026-05-04 13F Sigma Planning Corp 187 719 10,43 18 635 9,62
2026-04-22 13F Clear Creek Financial Management, LLC 22 235 379,51 2 207 376,67
2026-02-18 13F Financial Advisory Service, Inc. 6 458 20,22 645 19,89
2026-04-15 13F Peddock Capital Advisors, Llc 174 152 5,44 17 288 4,79
2026-05-06 13F MTM Investment Management, LLC 140 14
2026-05-08 13F Wealthedge Investment Advisors, Llc 91 317 1 200,26 9 065 1 193,15
2026-04-27 13F LCW Services, LLC 5 654 32,10 561 31,38
2026-05-08 13F Bokf, Na 569 092 6,82 56 494 6,16
2026-05-12 13F Aspiriant, Llc 224 361 16,02 22 272 15,31
2026-04-10 13F Summit Financial Consulting LLC 10 728 4,05 1 065 3,50
2026-04-13 13F CJM Wealth Advisers, Ltd. 4 315 5,17 428 4,65
2026-04-14 13F Sterling Investment Advisors Llc /adv 38 054 3,85 3 778 3,20
2026-05-14 13F Stamos Capital Partners, L.p. 926 085 1,74 91 932 1,12
2026-04-09 13F Wealth Alliance Advisory Group, LLC 24 482 27,84 2 430 27,09
2026-05-13 13F Natixis Advisors, L.p. 209 983 22,03 21 17,65
2026-02-12 13F Cibc World Markets Corp 71 580 5,88 7 149 6,61
2026-05-15 13F Glen Eagle Advisors, LLC 6 545 50,84 650 49,88
2026-04-17 13F Webster Bank, N. A. 258 958 53,32 25 707 52,38
2026-04-29 13F KERR FINANCIAL PLANNING Corp 7 422 6,85 737 6,20
2026-05-18 13F Chesapeake Wealth Management 193 951 4,55 19 254 3,91
2026-05-15 13F Cypress Capital Group 35 741 32,88 3 548 32,09
2026-05-06 13F Bauman Advisory Group, LLC 28 856 2 865
2026-04-20 13F Sowell Financial Services LLC 241 793 5,26 24 003 4,61
2026-05-12 13F Absolute Capital Management, LLC 3 390 6,91 337 6,33
2026-05-05 13F One Day In July LLC 135 580 3,78 13 459 3,15
2026-04-08 13F Lineweaver Wealth Advisors, LLC 367 543 5,83 36 486 5,19
2026-04-20 13F Brandywine Oak Private Wealth Llc 4 817 107,45 478 106,93
2026-04-07 13F Farther Finance Advisors, LLC 269 206 20,22 26 651 19,16
2026-05-07 13F First Command Advisory Services, Inc. 400 43,88 40 44,44
2026-05-13 13F/A Jpmorgan Chase & Co 13 487 961 9,34 1 335 848 8,42
2026-05-08 13F SHP Wealth Management 1 530 598,63 152 619,05
2026-04-22 13F Coastal Investment Advisors, Inc. 12 390 2,87 1 230 2,25
2026-04-16 13F Financial Management Network Inc 3 165 315
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 76 655 3,74 7 612 3,12
2026-05-15 13F National Philanthropic Trust 1 807 317 18,53 179 412 17,80
2026-05-27 13F Alpha Capital Advisors Inc /adv 24 449 4,88 2 427 3,94
2026-05-11 13F OpenArc Corporate Advisory, LLC 57 363 57,37 5 694 56,43
2026-05-12 13F Wood Tarver Financial Group, LLC 4 179 0,22 0
2026-04-22 13F Penney Financial, LLC 45 254 1,81 4 492 1,19
2026-05-13 13F Keystone Financial Group 2 194 0,18 218 −0,46
2026-05-19 13F Western Wealth Management, LLC 42 580 11,50 4 227 10,80
2026-05-11 13F Lcnb Corp 28 408 15,88 2 820 15,20
2026-04-29 13F Harbour Capital Advisors, LLC 2 325 12,65 232 12,14
2026-05-01 13F Harwood Advisory Group, LLC 1 057 0,19 105 0,00
2026-05-01 13F Hantz Financial Services, Inc. 1 987 106 41,36 197 40,71
2026-05-05 13F Covestor Ltd 402 1,26 0
2026-05-15 13F Two Sigma Securities, Llc 125 533 2 207,17 12 462 2 194,84
2026-05-15 13F 10Elms LLP 2 275 226
2026-04-27 13F Turn8 Private Wealth Inc. 35 576 40,86 3 532 40,05
2026-04-22 13F StoryOne LLC 0 9 341 36,49
2026-04-29 13F Steele Capital Management, Inc. 952 311 2,03 94 536 1,40
2026-04-22 13F Legacy Wealth Management, Inc 40 758 4,66 4 046 4,04
2026-04-13 13F Creative Financial Designs Inc /adv 3 015 30,75 299 30,00
2026-05-15 13F Evergreen Wealth Solutions, LLC 77 915 676,97 7 735 672,63
2026-04-27 13F Mount Yale Investment Advisors, LLC 104 623 13,78 10 386 13,08
2026-05-13 13F American Investment Services, Inc. 22 794 11,70 2 263 10,99
2026-05-18 13F Ashton Thomas Securities, Llc 91 773 9 110
2026-04-17 13F Swp Financial Llc 6 079 106,00 603 105,10
2026-05-13 13F Kovitz Investment Group Partners, LLC 111 707 5,13 11 089 4,49
2026-05-01 13F Welch & Forbes Llc 28 450 40,29 2 824 39,46
2026-05-05 13F Frazier Financial Advisors, LLC 451 45
2026-05-15 13F Bank Of America Corp /de/ 69 660 482 29,63 6 915 196 28,84
2026-04-22 13F Genesee Capital Advisors, LLC 10 239 0,64 1 016 0,00
2026-04-30 13F Colton Groome Financial Advisors, Llc 267 352 8,84 26 540 8,18
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 130 590 6,48 12 964 5,83
2026-04-30 13F DMG Group, LLC 65 123 3,43 6 465 2,80
2026-04-14 13F Value Investment Professionals, LLC 10 168 47,32 1 009 46,44
2026-05-13 13F GeoWealth Management, LLC 130 881 64,19 12 993 63,20
2026-05-14 13F Dorsey & Whitney Trust CO LLC 13 920 13,84 1 382 13,10
2026-05-12 13F Matters Capital Llc 11 429 33,13 1 135 32,32
2026-04-29 13F WealthPLAN Partners, LLC 28 250 152,89 2 804 151,48
2026-04-28 13F Golden State Equity Partners 193 277 101,51 19 187 100,27
2026-05-05 13F Clear Harbor Asset Management, LLC 13 090 1 299
2026-05-05 13F Thayer Partners, LLC / MA 212 801 3,40 21 125 2,76
2026-04-17 13F Tectonic Advisors Llc 360 480 0,85 35 785 0,24
2026-04-22 13F Abundance Wealth Counselors 11 224 1,08 1 114 0,45
2026-04-27 13F Charter Capital Management, LLC\DE 39 043 4,76 3 876 4,11
2026-05-12 13F Ark & Tlk Investments, Llc 13 852 39,09 1 375 38,33
2026-04-13 13F Professional Financial Advisors, LLC 695 423 0,62 69 035 0,01
2026-04-30 13F Private Trust Co Na 33 008 4,35 3 277 3,70
2026-05-14 13F White Lighthouse Investment Management Inc. 4 604 43,25 457 42,37
2026-05-12 13F Independent Advisor Alliance 245 160 323,43 24 337 320,91
2026-05-14 13F Boreal Capital Management LLC 79 −77,49
2026-05-05 13F Sandy Cove Advisors, LLC 134 923 1,02 13 394 0,40
2026-05-06 13F Hurley Capital, LLC 239 61,49 24 64,29
2026-05-15 13F TCG Advisory Services, LLC 51 174 719,05 5 080 714,10
2026-05-13 13F Parkside Financial Bank & Trust 800 22,14 79 21,54
2026-04-28 13F Nbt Bank N A /ny 105 243 919,70 10 447 23,47
2026-04-24 13F Medallion Wealth Advisors, LLC 927 21,02 92 21,05
2026-05-12 13F TIAA Wealth Investment Management LLC 1 842 892 182 520
2026-05-06 13F Dunhill Financial, LLC 7 867 781 −26,39
2026-05-04 13F Two West Capital Advisors LLC 3 351 33,77 332 32,40
2026-05-08 13F Marshall Investment Management, Llc 357 35
2026-04-17 13F Certified Advisory Corp 2 252 0,04 224 −0,45
2026-05-11 13F Chaney Capital Management, Inc. 575 869 0,08 57 167 −0,53
2026-05-08 13F LaSalle St. Investment Advisors, LLC 2 055 0,29 204
2026-05-07 13F Lowe Brockenbrough & Co Inc 483 698 8,66 48 017 7,99
2026-04-20 13F GSB Wealth Management, LLC 22 285 8,51 2 212 7,85
2026-05-13 13F Strategic Financial Concepts, LLC 39 356 115,92 3 730 104,89
2026-06-01 13F Caerus Investment Advisors, LLC 2 520 250
2026-04-27 13F Liberty Atlantic Advisors LLC 62 212 64,33 6 176 63,32
2026-05-14 13F Atomi Financial Group, Inc. 299 111 10,12 29 693 9,44
2026-04-09 13F TruWealth Advisors, LLC 140 960 11,07 13 993 10,39
2026-04-27 13F Independent Solutions Wealth Management, LLC 112 421 0,75 11 160 0,14
2026-05-08 13F Blair William & Co/il 163 555 11,10 16 236 10,43
2026-04-16 13F Pine Haven Investment Counsel, Inc 3 419 65,57 339 64,56
2026-05-15 13F Fmr Llc 9 085 333 2,01 901 901 1,38
2026-05-08 13F Roundview Capital LLC 119 722 4,44 11 885 3,81
2026-04-17 13F Signal Advisors Wealth, LLC 52 715 33,51 5 233 32,72
2026-04-16 13F Diversified Trust Co 240 736 2,35 23 898 1,73
2026-05-04 13F Modus Advisors, LLC 59 291 15,39 5 886 14,69
2026-04-15 13F Avondale Wealth Management 11 568 0,03 1 148 −0,52
2026-04-06 13F WASHINGTON TRUST Co 174 604 2,60 17 333 1,97
2026-04-21 13F Wise Wealth Partners 50 406 1,94 5 004 1,32
2026-04-20 13F Fort Henry Capital, LLC 304 761 3,10 30 254 2,47
2026-05-11 13F Schiavi & Co LLC 15 819 1,51 1 570 0,90
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 70 34,62 7 20,00
2026-05-08 13F Glenview Trust Co 55 735 3,42 5 533 2,79
2026-04-27 13F Tennessee Valley Asset Management Partners 12 046 2,36 1 196 1,70
2026-05-04 13F MEMBERS Trust Co 5 724 306 4,27 568 252 3,63
2026-05-14 13F Coign Capital Advisors LLC 53 523 4,33 5 313 3,71
2026-04-09 13F Everhart Financial Group, Inc. 3 425 4,45 340 3,98
2026-04-22 13F Spire Wealth Management 306 747 6,20 30 451 5,55
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 11 639 0,44 1 155 −0,17
2026-05-08 13F Pnc Financial Services Group, Inc. 10 336 251 4,57 1 026 080 3,93
2026-04-23 13F iA Global Asset Management Inc. 846 258 4,56 84 5,00
2026-04-22 13F HFG Wealth Management, LLC 7 485 1,18 743 0,68
2026-06-01 13F Dala Group, LLC 8 522 846
2026-04-16 13F Vested Financial Planning, LLC 8 806 1,79 874 1,16
2026-05-04 13F Sentinel Wealth Management, Inc. 16 522 0,05 1 640 −0,55
2026-04-16 13F Koenig Investment Advisory, LLC 104 926 2,04 10 416 0,09
2026-04-13 13F Invariant Investment Management 10 680 76,56 1 063 75,54
2026-05-04 13F Wsfs Capital Management, Llc 239 690 45,47 23 794 44,58
2026-04-15 13F Milestone Asset Management, Llc 9 001 98,92 894 97,57
2026-04-13 13F Gradient Investments LLC 2 331 231
2026-05-13 13F Acumen Wealth Advisors, LLC 347 987 1,55 34 545 0,94
2026-04-10 13F Corepath Wealth Partners Llc 116 718 4,13 11 605 3,42
2026-04-17 13F Discipline Wealth Solutions, LLC 387 815 151,46 38 498 149,94
2026-05-08 13F M1 Capital Management LLC 9 478 10,29 941 9,56
2026-05-13 13F Lido Advisors, LLC 621 215 3,58 61 668 2,63
2026-05-05 13F Bank of New York Mellon Corp 6 649 043 12,72 660 051 12,03
2026-01-16 13F Trust Co Of Vermont 2 144 12,08 214 12,04
2026-04-22 13F Parcion Private Wealth LLC 2 956 1,55 293 1,03
2026-04-13 13F Trust Co 665 295 1,55 66 044 0,93
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17 229 1,31 1 710 0,71
2026-05-06 13F Wall Street Financial Group, Inc. 51 418 18,33 5 104 17,55
2026-04-28 13F Ntv Asset Management Llc 26 051 0,59 2 586 0,00
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 3 724 40,37 368 39,39
2026-05-08 13F Burke & Herbert Bank & Trust Co 34 561 1,10 3 431 0,47
2026-05-04 13F Legacy Capital Group California, Inc. 8 609 0,63 855 0,00
2026-05-04 13F Chicago Partners Investment Group LLC 102 028 7,67 10 163 7,14
2026-04-16 13F Financial Designs Corp 273 029 0,25 27 104 −0,36
2026-04-29 13F Isthmus Partners, Llc 6 694 665
2026-04-08 13F Warner Financial, Inc 5 192 0,04 515
2026-05-15 13F Armis Advisers, LLC 2 855 1,17 282 1,08
2026-05-04 13F First Foundation Advisors 161 784 8,37 16 060 7,71
2026-05-15 13F Teucrium Investment Advisors, LLC 92 155 286,62 9 119 283,15
2026-01-30 13F BancorpSouth Bank 5 952 10,90 594 10,41
2026-05-01 13F Mutual Advisors, LLC 263 176 3,74 26 125 3,11
2026-05-01 13F New Republic Capital, LLC 2 690 16,91 267 16,16
2026-05-08 13F Firestone Capital Management 92 860 0,89 9 218 0,27
2026-05-05 13F Fisher Asset Management, LLC 1 275 623 0,49 126 631 −0,13
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2 709 0,04 269 −0,74
2026-04-17 13F Charter Trust Co 712 901 5,73 70 770 5,08
2026-04-28 13F Bravias Capital Group, LLC 3 031 0,10 301 −0,66
2026-05-01 13F BKD Wealth Advisors, LLC 1 525 036 3,05 151 390 2,42
2026-05-14 13F Legacy Bridge, LLC 158 532,00 16 650,00
2026-05-15 13F Gateway Wealth Partners, LLC 39 183 362,77 3 890 360,24
2026-05-15 13F Note Advisors, LLC 3 660 1,69 363 1,11
2026-04-09 13F Central Valley Advisors, Llc 5 601 556
2026-05-15 13F Bedell Frazier Investment Counseling, LLC 58 352 11,22 5 793 10,53
2026-04-27 13F Td Private Client Wealth Llc 494 966 0,61 49 135 −0,01
2026-04-14 13F Palisade Asset Management, LLC 5 226 0,11 519 −0,58
2026-05-15 13F Gotham Asset Management, LLC 607 761 65,52 60 332 64,51
2026-04-17 13F/A Capital Investment Advisors, LLC 15 993 5,91 1 588 5,24
2026-04-09 13F Planned Solutions, Inc. 6 779 0,43 673 −0,30
2026-04-21 13F Sequent Planning LLC 291 946 11,41 28 982 10,73
2026-05-06 13F Cedar Point Capital Partners, LLC 9 746 3,70 967 3,09
2026-04-15 13F Mainsail Financial Group, LLC 16 596 23,14 1 647 22,36
2026-02-17 13F SageView Advisory Group, LLC 3 623 752 8,01 361 940 7,61
2026-04-23 13F Kagan Cocozza Asset Management 63 849 38,10 6 338 37,28
2026-05-06 13F Aire Advisors, Llc 2 995 297
2026-05-15 13F Mercer Global Advisors Inc /adv 39 348 759 8,52 3 906 151 7,86
2026-04-27 13F Meramec Financial Planners, LLC 272 2,26 27 3,85
2026-05-18 13F South Dakota Investment Council 3 272 335 15,99 325 15,30
2026-04-13 13F Chesley Taft & Associates LLC 80 375 0,49 7 979 −0,13
2026-04-15 13F Register Financial Advisors LLC 23 541 7,16 2 337 6,47
2026-05-21 13F Essential Partners LLC 2 500 248
2026-04-21 13F Mesirow Financial Investment Management, Inc. 36 875 55,81 3 661 54,89
2026-05-13 13F Lantern Wealth Advisors, LLC 5 168 513
2026-05-14 13F Nicolet Bankshares Inc 163 511 1 190,43 16 230 1 183,00
2026-05-14 13F Zacks Investment Management 752 320 1,95 74 683 1,32
2026-05-04 13F Objective Capital Management, LLC 16 598 11,28 1 648 10,61
2026-05-11 13F Emerald Investment Advisers, LLC 14 943 1 483
2026-05-06 13F Avalon Trust Co 700 69
2026-05-04 13F Savant Capital, LLC 128 629 149,94 12 769 148,40
2026-05-15 13F Smartleaf Asset Management LLC 551 062 25,36 54 577 24,01
2026-04-17 13F Union Savings Bank 3 466 0,29 344 −0,29
2026-05-15 13F PSI Advisors, LLC 24 359 120,80 2 418 119,62
2026-04-21 13F Financial Architects, LLC 3 180 5,82 316 5,00
2026-05-11 13F Rossby Financial, LCC 17 849 83,99 1 767 82,54
2026-05-01 13F Strategic Financial Partners, Ltd. 148 895 28,70 14 781 27,92
2026-05-06 13F Palladiem, Llc 74 479 0,95 7 406 0,30
2026-05-08 13F Vanguard Advisers Inc 1 563 155
2026-04-20 13F Apella Capital, LLC 18 956 19,63 1 893 19,60
2026-05-08 13F Addison Advisors LLC 9 448 0,52 938 −0,11
2026-02-10 13F Vantus Wealth LLC 3 683 368
2026-05-14 13F Rockefeller Capital Management L.P. 468 618 15,47 46 520 14,76
2026-04-14 13F Vestia Personal Wealth Advisors 2 188 217
2026-04-15 13F Braun-Bostich & Associates Inc. 2 772 4,41 275 3,77
2026-05-08 13F Financial Strategies Group, Inc. 35 932 2,48 3 573 1,91
2026-04-15 13F ARS Wealth Advisors Group, LLC 2 604 10,15 258 9,32
2026-05-08 13F King Luther Capital Management Corp 10 523 1,91
2026-05-07 13F MidAtlantic Capital Management, Inc. 4 773 10,97 474 10,26
2026-04-29 13F Strategic Blueprint, LLC 20 611 2,24 2 046 1,64
2026-05-14 13F Retirement Capital Strategies 193 786 4,24 19 237 3,61
2026-05-19 13F/A Eley Financial Management, Inc 266 209 2,16 26 427 1,53
2026-05-13 13F Caitlin John, LLC 613 15,23 61 13,21
2026-05-08 13F Endowment Wealth Management, Inc. 3 395 3,44 337 3,06
2026-04-30 13F Verdence Capital Advisors LLC 370 199 11,41 36 750 10,73
2026-05-14 13F Vident Advisory, LLC 13 228 1 313
2026-04-15 13F Wealthcare Capital Partners, LLC 44 860 9,45 4 453 8,80
2026-04-28 13F Belpointe Asset Management LLC 107 007 87,00 10 623 85,86
2026-05-14 13F Capital Analysts, Inc. 72 010 370,87 7 600,00
2026-04-23 13F Caliber Wealth Management, LLC / KS 304 322 12,59 30 210 11,90
2026-05-13 13F Trajan Wealth LLC 1 311 668 2,68 130 209 2,05
2026-05-29 13F Keel Point, LLC 524 169 6,38 52 034 5,74
2026-04-17 13F United Advisor Group, LLC 46 115 1,62 4 578 0,99
2026-05-05 13F Prairieview Wealth Partners, Llc 149 286 4,26 14 820 3,62
2026-04-07 13F City Center Advisors, LLC 11 546 51,72 1 146 50,79
2026-01-16 13F Oldfather Financial Services, LLC 117 091 14,24 11 695 13,82
2026-05-14 13F Venture Visionary Partners LLC 15 729 4,15 1 561 3,51
2026-04-17 13F Vermillion Wealth Management, Inc. 239 0,42 24 0,00
2026-05-15 13F Tudor Investment Corp Et Al 13 409 37,54 1 331 36,79
2026-04-30 13F Selective Wealth Management, Inc. 5 152 510
2026-05-14 13F C M Bidwell & Associates Ltd 9 440 6,35 937 5,76
2026-05-13 13F Lloyd Advisory Services, LLC. 10 129 1 006
2026-04-24 13F Charter Oak Capital Management, LLC 1 896 989 2,55 188 314 1,93
2026-05-12 13F LeConte Wealth Management, LLC 107 788 7,66 10 700 7,00
2026-04-21 13F Forteris Wealth Management Inc. 39 790 5,55 3 950 4,89
2026-04-17 13F First Citizens Asset Management, Inc. 308 839 4,10 30 658 3,47
2026-04-28 13F Southern Michigan Bank & Trust 200 20
2026-04-30 13F Arista Wealth Management, LLC 30 038 2,97 2 982 2,33
2026-04-13 13F IFP Advisors, Inc 107 181 4,40 10 640 3,76
2026-05-01 13F Pittenger & Anderson Inc 38 4
2026-04-27 13F River's Edge Wealth Management, Llc 60 871 3,30 6 062 1,88
2026-05-11 13F Savvy Advisors, Inc. 675 703 17,01 67 077 16,29
2026-05-06 13F Heartland Bank & Trust Co 4 655 462
2026-04-07 13F Cooper Financial Group 3 764 22,69 374 21,90
2026-05-11 13F Per Stirling Capital Management, LLC. 10 820 0,71 1 074 0,09
2026-05-15 13F Pursuit Wealth Strategies, Llc 42 242 6,53 4 193 5,88
2026-04-23 13F Accurate Wealth Management, LLC 92 880 10,40 9 225 9,47
2026-05-06 13F Hartland & Co., LLC 258 984 19,27 25 709 18,54
2026-05-07 13F Key Capital Management, INC 367 64,57 36 63,64
2026-04-14 13F Act Wealth Management, Llc 91 731 4,37 9 106 3,74
2026-05-12 13F Leading Edge Financial Planning LLC 2 293 228
2026-05-01 13F Associated Banc-corp 6 147 6,35 610 5,72
2026-05-13 13F First Citizens Bank & Trust Co 1 875 166 170,94 186 148 169,29
2026-04-23 13F North Star Investment Management Corp. 49 933 379,07 4 957 376,08
2026-04-16 13F Arizona PSPRS Trust Put 11 407 472 1 132 420
2026-05-01 13F Legacy Financial Strategies, LLC 465 781 0,90 46 238 0,28
2026-04-16 13F BridgePort Financial Solutions, LLC 10 146 5,72 1 007 5,11
2026-05-05 13F Crestwood Advisors Group LLC 1 139 242 7,71 113 092 7,05
2026-04-09 13F Diversified Management Inc 2 095 0,72 208 0,00
2026-04-09 13F Veracity Capital LLC 7 755 4,75 770 4,06
2026-05-12 13F Ellis Investment Partners, LLC 10 406 1,76 1 033 1,18
2026-05-08 13F HORAN Wealth, LLC 11 578 1 156
2026-05-08 13F Reicon Wealth Advisors, Llc 18 152 3,10 1 802 2,45
2026-05-14 13F Bank Of Hawaii 266 933 7,08 26 498 6,43
2026-05-08 13F Rik Saylor Financial, Inc. 26 505 0,05 2 631 −0,57
2026-05-05 13F Midwestern Financial, LLC /IA 98 565 18,01 9 785 17,29
2026-04-27 13F HTG Investment Advisors, Inc. 129 859 8,17 12 891 7,51
2026-02-04 13F Timonier Family Office, LTD. 110 467 6,48 11 033 6,09
2026-05-14 13F Catalytic Wealth RIA, LLC 2 402 238
2026-05-14 13F Potomac Fund Management Inc /adv 9 843 8,16 977 7,60
2026-04-28 13F Townsend Financial Planning, LLC 124 398 5,91 12 349 5,27
2026-05-06 13F Ascent Wealth Partners, LLC 26 510 13,18 2 632 12,48
2026-04-22 13F Benchmark Financial, LLC 2 161 214
2026-05-06 13F Gryphon Financial Partners LLC 35 716 8,56 3 546 7,88
2026-05-06 13F Alteri Wealth LLC 14 057 26,16 1 395 25,45
2026-05-08 13F Buck Wealth Strategies, LLC 406 755 10,41 40 379 9,73
2026-05-28 13F Lavelle Capital Lp 13 487 1 339
2026-05-04 13F Sfam, Llc 136 727 6,11 13 573 5,46
2026-05-15 13F Delaware Management Holdings, Inc. 685 904 6,36 68 090 5,71
2026-04-16 13F Uhlmann Price Securities, Llc 24 927 2 462
2026-05-13 13F Hirtle Callaghan & Co LLC 9 768 −0,61
2026-05-15 13F DV Trading LLC 17 640 60,17 1 751 59,33
2026-05-13 13F Pioneer Family Office, LLC 130 −0,77
2026-05-14 13F Synergy Financial Group, LTD 4 150 412
2026-04-20 13F KFA Private Wealth Group, LLC 82 375 4,38 8 177 3,74
2026-04-08 13F Lpwm Llc 59 613 53,15 5 918 52,23
2026-04-27 13F Tanglewood Legacy Advisors, LLC 202 0,50 20 0,00
2026-05-04 13F WP Advisors, LLC 2 664 264
2026-05-05 13F Midwest Professional Planners, LTD. 63 598 4,47 6 313 3,83
2026-04-14 13F Juncture Wealth Strategies, Llc 92 182 5,02 9 151 4,38
2026-04-21 13F Unique Wealth, Llc 335 535 1,01 33 309 0,40
2026-04-30 13F KLCM Advisors, Inc. 3 540 5,36 351 4,78
2026-04-28 13F Whittier Trust Co Of Nevada Inc 5 697 3,00 564 1,99
2026-05-11 13F Beacon Capital Management, LLC 5 572 42,03 553 41,43
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 167 914 1,19 16 669 0,57
2026-04-21 13F Old National Bancorp /in/ 754 871 1,40 74 936 0,78
2026-05-01 13F Rossmore Private Capital 2 332 14,76 231 14,36
2026-04-17 13F AdvisorNet Financial, Inc 338 179 1,99 33 571 1,37
2026-04-23 13F Vista Investment Partners Ii, Llc 38 395 7,84 3 811 7,17
2026-05-13 13F Ameritas Investment Partners, Inc. 356 797 0,57 35 419 −0,05
2026-05-01 13F Sachetta, LLC 165 16
2026-04-29 13F Cary Street Partner Investment Advisory Llc 4 897 39,91 486 39,26
2026-05-07 13F Mullooly Asset Management, Inc. 146 767 1,58 14 569 0,96
2026-04-28 13F Atticus Wealth Management, Llc 2 653 0,11 263 −0,38
2026-04-30 13F Hsbc Holdings Plc 1 151 847 0,27 114 344 −0,34
2026-05-08 13F Jackson Hole Capital Partners, LLC 73 633 4,37 7 310 3,73
2026-05-13 13F Federation des caisses Desjardins du Quebec 16 532 48,71 1 641 47,84
2026-04-28 13F Robertson Stephens Wealth Management, LLC 662 299 15,66 65 746 14,95
2026-04-08 13F Presidio Capital Management, LLC 12 423 8,20 1 233 7,59
2026-05-13 13F Argent Trust Co 11 183 50,19 1 110 49,39
2026-05-05 13F GuidedMoney, LLC 48 718 27,13 4 836 26,37
2026-05-15 13F NorthRock Partners, LLC 309 931 2,04 30 767 1,42
2026-05-11 13F Sage Mountain Advisors LLC 12 325 5,55 1 224 4,89
2026-05-06 13F May Hill Capital, LLC 14 786 19,23 1 468 18,50
2026-05-14 13F Blalock Williams, Llc 29 782 18,35 2 956 17,63
2026-05-14 13F EP Wealth Advisors, Inc. 3 190 653 14,75 316 736 14,05
2026-04-30 13F Kestra Advisory Services, LLC 609 012 13,00 60 457 12,31
2026-05-13 13F DRW Securities, LLC 11 733 1 165
2026-04-17 13F CENTRAL TRUST Co 45 944 27,93 4 561 27,16
2026-05-07 13F Little House Capital Llc 60 849 28,80 6 040 28,02
2026-04-22 13F Capital Investment Management, Inc. 20 485 3,95 2 034 3,30
2026-04-23 13F Global Trust Asset Management, LLC 547 101,10 54 100,00
2026-05-04 13F Greenspring Advisors, LLC 938 411 6,26 93 156 5,61
2026-01-29 13F Concurrent Investment Advisors, LLC 353 127 26,59 35 270 26,12
2026-05-05 13F Cherry Tree Wealth Management, LLC 22 186 1,90 2 202 1,29
2026-05-08 13F Coldstream Capital Management Inc 1 316 830 3,35 130 722 2,71
2026-04-10 13F Charles Schwab Trust Co 705 761 1,62 70 061 1,00
2026-05-15 13F Aqr Capital Management Llc 40 097 74,88 3 980 73,88
2026-06-02 13F Blue Edge Capital, LLC 5 352 11,92 531 11,32
2026-05-15 13F Brookmont Capital Management 11 135 7,54 1 105 6,87
2026-04-14 13F Focus Financial Network, Inc. 608 432 3,82 60 399 3,19
2026-04-29 13F Childress Capital Advisors, Llc 10 646 1,02 1 057 0,38
2026-05-12 13F IPG Investment Advisors LLC 6 044 600
2026-05-14 13F Mcguire Capital Advisors Inc 276 48,39 27 50,00
2026-05-12 13F Summit Trail Advisors, Llc 533 881 20,89 52 998 20,15
2026-04-21 13F E&G Advisors, LP 50 005 18,92 4 964 18,19
2026-05-14 13F Redwood Investment Management, Llc 6 686 7,03 1
2026-05-12 13F Garrison Point Advisors, Llc 12 462 3,10 1 237 2,49
2026-05-08 13F Sprott Inc. 5 320 5,10 528 4,55
2026-05-11 13F Umb Bank N A/mo 14 342 67,98 1 424 67,02
2026-04-08 13F Grove Bank & Trust 63 453 4,06 6 299 3,42
2026-05-04 13F Envestnet Asset Management Inc 44 575 170 23,90 4 424 930 23,14
2026-04-28 13F Sheridan Capital Management, LLC 227 003 0,63 22 535 0,01
2026-05-01 13F Granite Bay Wealth Management, LLC 41 594 10,41 4 113 9,30
2026-04-22 13F Chemung Canal Trust Co 234 202 0,01 23 249 −0,59
2026-05-14 13F Northern Trust Corp 20 758 453 0,25 2 060 692 −0,36
2026-04-20 13F Wall Capital Group, Inc. 17 527 0,26 1 740 −0,40
2026-04-23 13F Summit Wealth Group Llc / Co 15 054 65,36 1 494 64,36
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 52 075 0,18 5 169 −0,42
2026-05-01 13F Johnson Investment Counsel Inc 800 123 79 428
2026-04-07 13F Stonekeep Investments, LLC 37 393 0,10 3 712 123 633,33
2026-04-21 13F Shepherd Street Advisors LLC 13 276 31,46 1 318 30,65
2026-04-22 13F Apollon Wealth Management, LLC 67 029 20,93 6 654 20,20
2026-05-07 13F Tidemark, LLC 6 148 20,24 610 19,61
2026-05-12 13F Wayfinding Financial, LLC 90 295 15,41 9 14,29
2026-05-14 13F Synergy Investment Management, LLC 1 838 182
2026-04-17 13F Richards, Merrill & Peterson, Inc. 1 993 8,20 198 7,65
2026-05-15 13F Sierra Capital LLC 23 529 26,59 2 100,00
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 2 668 17,12 0
2026-05-16 13F Guardian Partners Inc. 8 353 12,56 830 12,62
2026-04-27 13F Simplify Asset Management Inc. 4 100 066 46,42 407 014 45,53
2026-05-01 13F Fifth Third Bancorp 3 183 564 144,73 316 032 143,23
2026-05-11 13F Fiduciary Group LLC 447 888 16,15 44 462 15,44
2026-05-05 13F Bluedoor Private Wealth, Llc 11 949 0,58 1 186 0,00
2026-04-16 13F Envision Financial LLC 40 283 19,97 3 999 19,24
2026-04-27 13F Transcendent Capital Group LLC 6 568 148,60 652 147,91
2026-05-05 13F Landing Point Financial Group, LLC 21 131 1,95 2 098 1,30
2026-05-12 13F Wescott Financial Advisory Group, LLC 117 871 10,35 11 701 9,67
2026-04-22 13F Keenan, LLC 24 702 3,44 2 478 3,86
2026-05-14 13F Axim Planning & Wealth 6 399 13,14 635 12,59
2026-05-12 13F Tme Financial, Inc. 9 955 2,39 988 1,75
2026-04-09 13F Freestate Advisors LLC 135 192 1,61 13 421 0,99
2026-05-11 13F Madden Advisory Services, Inc. 7 296 9,85 724 9,20
2026-05-15 13F Integrated Wealth Concepts LLC 211 042 10,60 20 950 9,93
2026-04-15 13F Brendel Financial Advisors LLC 52 823 452,83 5 244 449,58
2026-05-12 13F Red Reef Advisors Llc 9 436 9,00 937 8,33
2026-05-11 13F MCF Advisors LLC 63 087 1 227,59 6 263 1 221,10
2026-04-20 13F City State Bank 74 282 6,36 7 374 5,71
2026-04-29 13F CVA Family Office, LLC 146 317 5,09 14 525 4,44
2026-04-23 13F SJS Investment Consulting Inc. 226 2,26 22 0,00
2026-04-23 13F Ellenbecker Investment Group 822 182 12,38 81 618 11,69
2026-04-22 13F Stone House Investment Management, LLC 8 986 0,73 892 0,11
2026-05-12 13F Virginia Estate & Retirement Planning Advisors Inc. 42 27
2026-04-27 13F Tsfg, Llc 10 659 0,06 1 0,00
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 4 639 461
2026-04-14 13F Patriot Investment Management Inc. 199 731 0,72 19 827 0,11
2026-04-21 13F Columbus Macro, LLC 86 453 4,79 8 582 4,15
2026-04-10 13F Abound Wealth Management 480 838 5,93 47 733 5,28
2026-04-10 13F Lifestyle Asset Management, Inc. 393 707 136,63 39 083 135,18
2026-05-12 13F CBM Financial, LLC 67 714 3,57 6 761 2,52
2026-04-20 13F Parkway Wealth Management Group, LLC 120 689 3,54 12 007 3,14
2026-05-04 13F Calamos Advisors LLC 143 355 14 231
2026-04-13 13F Stockman Wealth Management, Inc. 27 989 2,95 2 778 2,32
2026-04-10 13F Perigon Wealth Management, LLC 337 233 17,64 33 477 16,93
2026-04-21 13F Northern Lights Advisors, Inc. 45 908 2,56 4 557 1,95
2026-05-15 13F Tower Research Capital LLC (TRC) 400 371 39 745
2026-04-01 13F First Financial Bank - Trust Division 4 544 5,33 451 4,88
2026-04-17 13F Sovereign Financial Group, Inc. 10 052 41,78 998 40,82
2026-04-15 13F DAVENPORT & Co LLC 45 647 7,34 4 531 6,69
2026-05-07 13F Green Square Capital Advisors Llc 10 050 0,21 998 −0,40
2026-04-27 13F Arrien Investments, Inc. 54 258 7,07 5 386 6,42
2026-04-29 13F Skopos Labs, Inc. 990 271 49,16 98 304 47,83
2026-05-02 13F Genus Capital Management Inc. 167 450 0,39 16 623 −0,22
2026-05-07 13F Ironwood Investment Counsel, LLC 21 329 9,95 2 117 9,29
2026-05-13 13F E-Wealth Partners, LLC 9 555 954
2026-05-13 13F NewEdge Wealth, LLC 327 394 4,21 32 500 3,58
2026-05-14 13F Prudential Plc 8 860 343,00 880 341,71
2026-05-14 13F Providence Capital Advisors, LLC 12 856 8,36 1 276 7,77
2026-05-12 13F Hrc Wealth Management, Llc 10 430 19,32 1 035 18,56
2026-04-21 13F WealthNavi Inc. 11 513 352 3,17 1 143 2,51
2026-05-14 13F Trustmark National Bank Trust Department 980 458 4,77 97 330 4,13
2026-04-28 13F Arbor Investment Advisors, LLC 407 435 1,63 40 446 1,01
2026-05-15 13F Capitolis Liquid Global Markets Llc 177 300 17 601
2026-04-29 13F First Interstate Bank 30 435 6,02 3 021 5,37
2026-04-28 13F LVZ Advisors, Inc. 349 732 3,47 34 718 2,84
2026-05-08 13F Summit Asset Management, LLC 311 757 8,91 30 948 8,25
2026-05-15 13F AlphaCore Capital LLC 325 45,09 32 45,45
2026-05-15 13F Cerity Partners LLC 8 902 771 11,40 883 778 10,72
2026-05-13 13F Signature Equity Partners, LLC 413 182,88 41 185,71
2026-05-14 13F PlanVest Financial, Inc 49 421 4 906
2026-04-16 13F Waystone Advisors Llc 3 719 3,22 369 2,79
2026-04-20 13F Ritholtz Wealth Management 1 243 118 3,90 123 404 3,26
2026-05-12 13F Colonial Trust Co / SC 121 622 8,89 12 073 8,23
2026-05-21 13F BankChampaign, National Association 1 679 1 499,05 167 −0,60
2026-05-14 13F Aft, Forsyth & Company, Inc. 2 581 0,04 256 −0,39
2026-05-07 13F Forum Finance Group S.A. 880 0
2026-05-11 13F Wrapmanager Inc 220 586 3,95 21 898 3,31
2026-04-08 13F WealthCare Investment Partners, LLC 4 736 25,29 469 24,40
2026-04-22 13F SC&H Financial Advisors, Inc. 33 616 16,50 3 337 15,83
2026-05-05 13F Atria Investments Llc 494 480 49,28 49 087 48,37
2026-04-13 13F Cyndeo Wealth Partners, LLC 25 219 2,45 2 504 1,83
2026-04-14 13F FC Advisory LLC 149 888 3,95 14 879 3,31
2026-04-10 13F Harpswell Capital Advisors, LLC 104 007 40,61 10 325 39,74
2026-04-28 13F Stratos Wealth Partners, LTD. 209 977 5,74 20 844 5,09
2026-05-13 13F ETF Portfolio Partners, Inc. 316 836 0,52 31 452 −0,09
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 6 284 686 623 881
2026-04-14 13F Wealthcare Advisory Partners LLC 405 504 4,99 40 254 4,35
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 17 437 3,32 1 731 2,67
2026-05-06 13F Frontier Asset Management, LLC 3 023 300
2026-04-30 13F Accredited Investors Inc. 33 966 11,01 3 372 10,31
2026-04-28 13F Tide Cove Capital Partners LLC 149 732 0,66 14 891 0,02
2026-05-15 13F XTX Topco Ltd 20 696 140,20 2 054 138,84
2026-04-28 13F Altfest L J & Co Inc 13 371 2,15 1 327 1,53
2026-04-20 13F Aegis Wealth Management, Inc. 2 107 209
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 27 691 501,85 2 749 498,69
2026-05-14 13F Hrt Financial Lp 21 833 2
2026-04-27 13F Baer Investment Advisory LLC 5 855 581
2026-05-14 13F Horizon Investments, LLC 529 396 113,75 52 198 111,02
2026-04-24 13F Stock Yards Bank & Trust Co 39 973 31,12 3 968 30,35
2026-02-06 13F New Millennium Group LLC 3 065 164,45 306 163,79
2026-04-29 13F Marino, Stram & Associates Llc 3 247 7,13 322 6,62
2026-04-28 13F Canvas Wealth Advisors, LLC 58 034 4,67 5 761 4,05
2026-05-14 13F Lgl Partners, Llc 73 442 3,86 7 291 3,21
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 19 594 4,38 1 945 3,79
2026-05-13 13F Hudock, Inc. 210 231 0,50 20 870 −0,11
2026-04-09 13F Somnio Financial Group, LLC 134 775 2,39 13 379 1,77
2026-04-22 13F Asset Allocation Strategies LLC 91 468 61,75 9 080 60,76
2026-05-12 13F Dogwood Wealth Management LLC 4 468 30,07 444 29,15
2026-05-15 13F NEOS Investment Management LLC 821 784 25,59 81 319 24,42
2026-04-30 13F Red Cedar Investment Management, Llc 367 131 58,61 36 445 57,64
2026-05-14 13F BNP Paribas Asset Management Holding S.A. 1 586 900 147,12 157 532 246 042,19
2026-02-06 13F Global Retirement Partners, LLC 421 304 5,58 42 080 5,19
2026-05-14 13F Global Endowment Management, LP 334 661 137,00 33 222 135,55
2026-05-01 13F Sovran Advisors, LLC 78 439 4,73 7 773 3,56
2026-05-04 13F J.Safra Asset Management Corp 36 208 2,53 3 594 1,90
2026-03-04 13F Henson-Edgewater Management, LLC 89 336 8 923
2026-04-24 13F Livet Wealth, LLC 80 134 3,22 7 955 2,59
2026-05-14 13F Regal Investment Advisors LLC 72 226 7,34 7 170 6,68
2026-05-15 13F Janus Henderson Group Plc 3 411 430 1,67 338 653 1,05
2026-05-07 13F Madison Asset Management, LLC 253 778 2,33 25 193 1,71
2026-05-11 13F Partners in Financial Planning 5 714 0,11 567 −0,53
2026-05-14 13F Banco Bilbao Vizcaya Argentaria, S.a. 355 184 232,89 35 074 228,50
2026-04-17 13F Brave Asset Management Inc 399 490 4,38 39 657 3,74
2026-05-11 13F Integrity Alliance, Llc. 359 703 56,05 35 708 55,09
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 425 375 9,39 42 227 8,72
2026-05-04 13F Conservest Capital Advisors, Inc. 58 907 33,99 5 848 33,16
2026-05-01 13F Global Assets Advisory, LLC 76 693 2,11 7 613 1,49
2026-04-08 13F Pines Wealth Management, LLC 2 689 0,49 267 −0,37
2026-04-22 13F Silver Coast Investments LLC 93 497 3,77 9 281 3,15
2026-04-22 13F Riverbend Wealth Management, LLC 3 198 0,03 317 −0,63
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 13 487 1,54 1 339 0,90
2026-04-15 13F Exchange Traded Concepts, Llc 2 426 044 4,42 240 833 3,78
2026-04-24 13F Ndwm Llc 119 130 269,92 11 826 267,69
2026-05-08 13F Gen-Wealth Partners Inc 83 872 0,67 758 7,37
2026-05-07 13F Stone Wealth Partners 57 844 14,06 5 742 13,37
2026-05-15 13F North Berkeley Wealth Management, LLC 89 113 132,61 8 846 131,21
2026-04-23 13F Simmons Bank 31 713 1,10 3 148 0,51
2026-05-05 13F Birchwood Financial Partners, Inc. 89 1,14 9 0,00
2026-05-14 13F Pinnacle Financial Partners, Inc. 592 828 3,73 58 852 3,09
2026-05-11 13F Ashton Thomas Private Wealth, LLC 81 950 12,18 8 135 11,50
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 3 916 831 13,73 389 098 12,33
2026-05-12 13F Jane Street Group, Llc 2 411 981 239 437
2026-04-21 13F Hudson Oak Wealth Advisory LLC 39 290 3,82 3 900 3,20
2026-05-04 13F 1st Source Bank 52 070 10,41 5 169 9,72
2026-05-12 13F Waterloo Capital, L.P. 88 921 42,66 8 827 41,80
2026-05-08 13F Strategic Financial Services, Inc, 5 765 572
2026-05-07 13F Disciplina Capital Management LLC 2 237 842 1,58 222 151 0,96
2026-04-24 13F Williams Financial, LLC 2 097 208
2026-04-16 13F Sentinel Pension Advisors Inc 4 006 8,95 398 8,17
2026-05-08 13F STAR Financial Bank 94 720 514,15 9 403 510,52
2026-04-28 13F Fortis Capital Advisors, LLC 78 944 87,91 7 837 86,75
2026-05-07 13F Cassaday & Co Wealth Management LLC 965 96
2026-05-06 13F Sound View Wealth Advisors Group, LLC 45 847 3,17 4 551 2,55
2026-04-15 13F Roan Capital Partners 4 266 423
2026-05-14 13F Bright Financial Advisors, Inc. 361 118 1,10 35 848 0,48
2026-04-21 13F Pacific Park Financial, Inc. 40 792 14,80 4 049 14,09
2026-05-06 13F Bartlett & Co. Wealth Management Llc 157 993 1,76 15 628 0,78
2026-04-28 13F PUREfi Wealth, LLC 18 991 49,46 1 885 48,54
2026-04-23 13F Impact Partnership Wealth, LLC 2 709 24,10 269 22,94
2026-04-30 13F Madison Wealth Partners, Inc 10 475 14,11 1 040 13,43
2026-04-27 13F PAX Financial Group, LLC 9 886 50,52 981 49,54
2026-04-24 13F Verus Wealth Management, Llc 8 057 1,33 800 0,63
2026-04-27 13F Integrity Wealth Partners, LLC 8 637 857
2026-05-07 13F Dakota Wealth Management 175 210 10,86 17 393 10,19
2026-04-22 13F Sykon Capital Llc 3 685 3,08 366 2,24
2026-04-15 13F LongView Wealth Management 23 953 0,02 2 390 −0,29
2026-05-01 13F Towercrest Capital Management 408 315 6,72 40 535 6,07
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 36 865 1,35 3 660 0,74
2026-04-16 13F Sheets Smith Wealth Management 12 570 7,20 1 248 6,49
2026-05-15 13F Optiver Holding B.V. 33 538 41,74 3 329 40,88
2026-05-18 13F Vestwell Advisors, LLC 3 935 4,02
2026-04-30 13F Cedar Mountain Advisors, LLC 73 655 0,42 7 312 −0,19
2026-04-10 13F Prosperity Planning, Inc. 3 102 5,40
2026-04-22 13F Cornerstone Wealth Group, LLC 183 945 5,91 18 297 5,48
2026-04-07 13F Farmers Trust Co 2 374 236
2026-04-16 13F Tactive Advisors, LLC 46 995 16,13 4 665 15,41
2026-05-07 13F Virtue Capital Management, LLC 8 840 3,17 876 2,34
2026-04-24 13F Peoples Bank /oh 5 000 496
2026-05-08 13F MPS Loria Financial Planners, LLC 40 287 6,96 3 999 6,30
2026-03-09 13F Lifetime Wealth Management P.C. 15 654
2026-04-28 13F Life Planning Partners, Inc 3 556 4,62 353 4,13
2026-04-28 13F Timber Creek Capital Management LLC 5 410 537
2026-04-14 13F GoalFusion Wealth Management, LLC 523 677 4,78 51 985 4,14
2026-04-27 13F DSG Capital Advisors, LLC 201 894 1,02 20 042 0,06
2026-05-14 13F Modern Wealth Management, LLC 136 864 2,19 13 550 1,29
2026-04-13 13F Lake Street Financial Llc 42 408 10,37 4 210 9,70
2026-05-08 13F Glassy Mountain Advisors, Inc. 87 961 6,79 8 732 6,14
2026-05-11 13F Evermay Wealth Management Llc 228 23
2026-05-12 13F Bbr Partners, Llc 16 419 11,43 1 630 10,74
2026-05-15 13F Vawter Financial, Ltd. 17 823 1,08 1 769 0,45
2026-04-15 13F Bernardo Wealth Planning LLC 6 355 1,10 631 0,48
2026-04-21 13F Maltin Wealth Management, Inc. 2 427 0,66 241 0,00
2026-05-05 13F Adaptive Financial Consulting, LLC 574 298 4,60 57 011 3,97
2026-02-02 13F Long Run Wealth Advisors, LLC 30 850 2,16 3 081 1,78
2026-04-15 13F Atwood & Palmer Inc 10 1
2026-04-29 13F BEAM Asset Management, LLC 30 588 97,37 3 036 96,25
2026-04-27 13F Latitude Advisors, LLC 8 768 13,28 870 12,55
2026-05-15 13F Victory Capital Management Inc 1 352 490 7,56 134 262 6,90
2026-04-29 13F/A Salem Investment Counselors Inc 43 073 4,05 4 276 3,41
2026-05-13 13F Triumph Capital Management 7 475 37,41 742 36,65
2026-05-08 13F Vanguard National Trust Co 618 61
2026-05-14 13F Gladstone Institutional Advisory LLC 18 425 16,78 1 829 16,13
2026-05-12 13F Innovative Asset Advisors Group, LLC 2 231 221
2026-05-07 13F Sage Financial Group Inc 12 200 35,39 1 211 34,56
2026-04-10 13F Melfa Wealth Management, Llc 8 047 13,74 799 13,03
2026-05-12 13F Keeler THomas Management LLC 2 946 292
2026-05-15 13F Evercore Wealth Management, LLC 41 343 0,99 4 104 0,39
2026-05-08 13F Investure, LLC 15 666 113,29 1 555 112,14
2026-05-08 13F Fund Evaluation Group, LLC 328 168 9,12 32 577 8,45
2026-04-27 13F Beacon Financial Advisory LLC 12 540 33,40 1 245 32,62
2026-05-12 13F Voya Financial Advisors, Inc. 25 160 5,23 2 479 3,55
2026-04-30 13F Money Concepts Capital Corp 127 502 1,95 12 657 1,33
2026-04-13 13F Affinity Capital Advisors, LLC 2 068 0,58 205 0,00
2026-04-20 13F Hoge Financial Services, Llc 9 162 7,52 909 6,82
2026-04-14 13F eCIO, Inc. 399 971 16,61 39 705 15,90
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 37 082 28,43 3 681 27,68
2026-05-11 13F a16z Perennial Management, L.P. 321 231 31 889
2026-05-04 13F Hibernia Wealth Partners, LLC 13 970 85,89 1 387 84,80
2026-04-30 13F Forza Wealth Management, LLC 13 682 5,68 1 358 5,03
2026-04-28 13F Umpqua Bank 57 565 10,42 5 714 9,76
2026-05-14 13F 1832 Asset Management L.P. 940 523 2,37 93 366 1,74
2026-05-07 13F Vericrest Private Wealth 81 112 11,35 8 052 10,67
2026-05-08 13F BG Investment Services, Inc. 4 733 0,45 470 −0,21
2026-04-29 13F Ascent Advisors, LLC 2 377 1,89 236 0,86
2026-05-12 13F All Terrain Financial Advisors, LLC 74 092 1,81 7 355 1,20
2026-05-15 13F Change Path, LLC 63 098 4,93 6 264 4,30
2026-05-07 13F Oak Harbor Wealth Partners, Llc 182 171 7,89 18 084 7,23
2026-05-08 13F Oath Planning, LLC 4 434 0,64 440 0,00
2026-04-10 13F TCP Asset Management, LLC 169 214 40,62 16 798 39,75
2026-05-15 13F Morgan Stanley 32 522 000 0,12 3 228 459 −0,49
2026-05-11 13F Aprio Wealth Management, LLC 17 603 60,32 1 747 59,40
2026-05-12 13F Leavell Investment Management, Inc. 31 804 14,68 3 157 14,01
2026-04-22 13F RBA Wealth Management, LLC 18 130 0,39 1 800 −0,22
2026-05-29 13F Asset Dedication, LLC 1 211 346,86 120 344,44
2026-05-13 13F Visionary Wealth Advisors 369 575 4,16 36 688 3,52
2026-05-13 13F 17 Capital Partners, Llc 9 526 15,92 946 15,24
2026-04-23 13F Inman Jager Wealth Management, LLC 7 102 7,75 705 7,14
2026-05-15 13F TRUE Private Wealth Advisors 44 806 4 448
2026-05-11 13F Rebalance, Llc 1 460 298 2,84 144 964 2,21
2026-05-13 13F Envision Financial Transparency, LLC 2 796 0
2026-05-08 13F SYM FINANCIAL Corp 32 347 13,21 3 211 12,55
2026-05-05 13F Leo Wealth, LLC 10 466 0,68 1 039 0,00
2026-04-29 13F Cahaba Wealth Management, Inc. 23 028 34,09 2 286 33,29
2026-02-13 13F Barclays Plc 51 033 11 240,67 5 097 11 226,67
2026-04-01 13F Helen Stephens Group, LLC 19 587 825,22 1 944 821,33
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 1 878 186
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