IJR / iShares Trust - iShares Core S&P Small-Cap ETF - Institutionellt ägande - Köpare

iShares Trust - iShares Core S&P Small-Cap ETF
US ˙ ARCA ˙ US4642878049

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core S&P Small-Cap ETF inkluderar Tiaa-cref Individual & Institutional Services, Llc, Planning Project LLC, Baer Investment Advisory LLC, Wealth Care LLC, Financial Solutions Advisory Group, Inc., Integras Partners LLC, Madson Wealth Advisors Inc, Jeter Robert S II, Coral Wealth Management, LLC, Vanguard National Trust Co, Larch Capital Partners Llc, Cerity Partners Retirement Plan Advisors LLC, Gerald Baker Financial Group LLC, Owl Creek Wealth Partners LLC, Accent Capital Management, LLC, Clear Wave Wealth Management Llc, LFG Wealth Partners, LLC, SB Capital Management Inc, GLR Partners, LLC, och Emerald Investment Advisers, 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
(%)
2026-06-03 13F Stillwater Private Wealth, LLC 4 705 1
2026-05-11 13F Hamrick Investment Counsel, llc 42 5
2026-05-14 13F Level Four Advisory Services, Llc 42 123 1,45 5 234 4,87
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 131 622 4,12 16 362 7,70
2026-04-27 13F Navigate Wealth Management, LLC 1 559 211
2026-05-13 13F Lynch Investment Planning, LLC 38 880 48,28 4 833 53,38
2026-04-30 13F LRI Investments, LLC 840 17,98 104 22,35
2026-05-06 13F Aspetuck Financial Management LLC 45 216 2,01 5 621 5,50
2026-04-27 13F Strathmore Capital Advisors, Inc. 12 654 146,47 1 725 179,42
2026-05-01 13F Diversify Wealth Management, Llc 56 985 730,08 7 678 784,45
2026-04-08 13F Wealth Science Advisors LLC 240 29
2026-05-11 13F Destiny Capital Corp/CO 28 006 2,02 3 481 5,52
2026-04-20 13F Jfs Wealth Advisors, Llc 318 649 0,06 39 611 3,50
2026-03-02 13F Reflection Asset Management 1 104 136
2026-05-01 13F Liquid Strategies, LLC 149 327 11,47 18 563 15,30
2026-05-08 13F Legal & General Group Plc 194 834 115,10 24 218 122,42
2026-05-11 13F Arrow Financial Corp 385 520 8,29 47 924 12,01
2026-04-22 13F Atwater Malick LLC 5 273 655
2026-04-14 13F Congress Asset Management Co /ma 12 158 9,80 1 511 13,61
2026-05-04 13F Stirlingshire Investments, Inc. 3 480 5,42 433 9,09
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 1 996 1,11 248 −4,62
2026-05-04 13F Bleakley Financial Group, LLC 1 324 064 22,18 164 594 26,37
2026-04-17 13F Nautilus Advisors LLC 4 391 4,80 546 8,35
2026-05-15 13F Clearview Wealth Management LLC 8 988 1 117
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 11 599 3,77 1 442 7,30
2026-04-24 13F NavPoint Financial, Inc. 8 930 0,07 1 110 3,54
2026-05-05 13F Williams Jones Wealth Management, LLC. 4 994 9,13 621 12,93
2026-01-06 13F Ransom Advisory, Ltd 687 83
2026-02-12 13F Planning Project LLC 173 293 20 826
2026-05-07 13F Lyell Wealth Management, Lp 35 690 85,88 4 437 92,28
2026-04-08 13F Thompson Investment Management, Inc. 8 554 8,35 1 063 12,13
2026-05-07 13F Jefferies Financial Group Inc. 2 352 13,84 292 17,74
2026-05-05 13F BCGM Wealth Management, LLC 2 010 4,42 250 7,79
2026-05-15 13F PACK Private Wealth, LLC 111 018 1,00 13 801 4,47
2026-05-11 13F Blue Bell Private Wealth Management, Llc 4 771 8,01 593 11,89
2026-04-24 13F Financial Life Planners 192 24
2026-05-13 13F Transcend Wealth Collective, Llc 41 638 3,27 5 176 6,83
2026-05-05 13F Smith, Moore & Co. 216 568 1,33 26 922 4,81
2026-05-13 13F Franklin Resources Inc 1 125 512 5,71 139 912 9,34
2026-05-07 13F Commonwealth Financial Services, LLC 6 630 0,23 824 3,78
2026-05-15 13F LTG Capital LLC 220 787 0,73 27 446 4,19
2026-04-22 13F Red Door Wealth Management, LLC 3 589 5,37 446 9,05
2026-04-07 13F Central Bank & Trust Co 37 495 22,12 4 661 26,35
2026-04-15 13F Client 1st Advisory Group, Llc 6 885 49,09 856 54,33
2026-04-30 13F Financial Freedom, LLC 3 141 0,13 390 3,45
2026-05-06 13F Ceera Investments, Llc 2 739 12,53 340 16,44
2026-04-22 13F TBH Global Asset Management, LLC 55 037 6 842
2026-05-15 13F Independent Family Office, LLC 22 654 6,52 2 816 10,22
2026-02-06 13F Global Retirement Partners, LLC 434 480 2,30 52 216 3,46
2026-05-07 13F Action Point Financial Planning, Llc 1 650 205
2026-04-22 13F Truefg, Llc 216 066 0,63 26 859 4,08
2026-04-14 13F Global Trust Wealth Management LLC 42 150 1,04 5 240 4,51
2026-05-05 13F M3 Wealth Management, LLC 30 485 14,03 3 790 17,93
2026-05-01 13F Carnegie Capital Asset Management, LLC 46 154 0,03 5 737 3,46
2026-05-07 13F Scarborough Advisors, LLC 621 77
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 74 279 9,48 9 234 13,25
2026-01-28 13F Edge Financial Advisors LLC 13 376 0,42 1 608 1,58
2026-04-09 13F Acropolis Investment Management, LLC 999 927 0,02 124 301 3,45
2026-04-22 13F WestEnd Advisors, LLC 937 250 2,40 116 513 5,92
2026-04-16 13F Tortuga Wealth Management, Inc 1 768 213
2026-05-05 13F Plante Moran Financial Advisors, LLC 8 641 0,29 1 074 3,77
2026-05-12 13F Kmt Wealth Management, Llc 8 383 28,14 1 042 32,57
2026-04-17 13F/A Founders Financial Securities Llc 295 641 12,88 38 655 22,81
2026-05-01 13F Slagle Financial, LLC 2 417 15,48 300 19,52
2026-05-15 13F Sun Financial Inc 2 013 0,05 274 13,69
2026-05-07 13F Resolute Wealth Strategies, LLC 1 852 230
2026-05-14 13F Raymond James Financial Inc 14 138 727 0,31 1 757 585 3,75
2026-05-13 13F Tobias Financial Advisors, Inc. 2 283 0,04 284 3,28
2026-05-15 13F Larch Capital Partners Llc 23 935 2 975
2026-04-22 13F Wernau Asset Management Inc. 1 659 206
2026-01-30 13F Canandaigua National Bank & Trust Co 3 112 3,32 374 4,76
2026-05-08 13F Marco Investment Management Llc 2 840 353
2026-04-22 13F Retirement Guys Formula Llc 15 770 1,90 1 950 5,35
2026-05-08 13F Guidance Capital, Inc 254 679 2,87 35 174 8,93
2026-04-16 13F Sterling Investment Counsel, LLC 68 287 4,41 8 489 8,00
2026-05-11 13F Viawealth, Llc 17 321 0,02 2 153 3,46
2026-04-14 13F Zrc Wealth Management, Llc 49 017 0,01 6 093 3,45
2026-01-29 13F Vanguard Group Inc 31 735 2,17 3 814 3,33
2026-02-12 13F FineMark National Bank & Trust 166 606 7,50 20 023 8,71
2026-05-07 13F Oak Barrel Wealth Advisory LLC 1 981 238
2026-04-29 13F Kaydan Wealth Management, Inc. 3 179 1,11 395 4,77
2026-05-08 13F Burling Wealth Partners, Llc 129 831 0,32 16 139 3,77
2026-05-15 13F Huntington National Bank 15 573 269 506 10,11
2026-05-01 13F Castle Wealth Management Llc 3 160 0,03 393 3,43
2026-05-06 13F TopTier Wealth Management, LLC 21 586 11,67 2 683 15,50
2026-05-08 13F Elevation Advisory Partners LLC 2 193 280
2026-04-21 13F Next Level Wealth Planning, LLC 99 228 2,08 12 335 5,59
2026-05-12 13F Colonial Trust Advisors 45 149 11,03 5 612 14,86
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 159 48,60 20 58,33
2026-04-27 13F Qrg Capital Management, Inc. 17 339 101,15 2 155 108,21
2026-05-12 13F Resurgent Financial Advisors LLC Put 3 000 373
2026-05-05 13F Illinois Municipal Retirement Fund 20 000 2 486
2026-05-11 13F TD Capital Management LLC 9 201 1,84 1 144 5,35
2026-05-13 13F Graybill Bartz & Assoc Ltd 47 758 0,52 5 937 3,98
2026-04-30 13F Beirne Wealth Consulting Services, LLC 107 312 102,00 13 343 108,89
2026-04-07 13F Heartwood Wealth Advisors LLC 33 152 18,30 4 121 22,39
2026-04-21 13F Foster & Motley Inc 3 396 1,98 0
2026-04-10 13F/A WLTH Capital Management, LLC 61 783 2,89 7 680 −2,31
2026-04-23 13F 3Chopt Investment Partners, LLC 5 600 8,74 696 12,62
2026-04-27 13F Koshinski Asset Management, Inc. 26 598 2,14 3 306 5,66
2026-05-14 13F Tempo Wealth, LLC 86 765 2,10 10 786 5,60
2026-05-14 13F Coastal Bridge Advisors, LLC 72 639 1,18 9 030 4,65
2026-04-23 13F Lazari Capital Management, Inc. 5 905 0,07 734 3,53
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 9 931 23,49 1 235 27,74
2026-04-08 13F Panoramic Capital Partners, LLC 128 607 3,38 15 987 6,93
2026-05-08 13F Private Advisory Group LLC 48 060 29,85 5 974 34,31
2026-04-29 13F Cary Street Partners Financial Llc 156 719 2,40 19 482 5,92
2026-05-14 13F Missouri Trust & Investment Co 18 868 2,69 2 345 6,20
2026-04-17 13F Monticello Wealth Management, Llc 56 916 5,00 7 075 8,61
2026-05-14 13F SPWM Advisors LLC 2 624 40,47 356 58,93
2026-05-07 13F VisionPoint Advisory Group, LLC 5 076 3,30 631 6,95
2026-05-12 13F Ally Invest Advisors Inc. 412 076 3,50 51 225 7,06
2026-04-09 13F VERITY Wealth Advisors 1 640 204
2026-05-11 13F Atlas Legacy Advisors, LLC 57 543 6,93 7 162 10,73
2026-05-12 13F Northwest Bancshares, Inc. 4 289 138,81 533 147,91
2026-04-15 13F Blue Square Asset Management, Llc 121 430 0,19 15 095 3,62
2026-04-06 13F CX Institutional 83 334 21,23 10 25,00
2026-05-15 13F Beacon Pointe Advisors, LLC 888 163 396,09 110 408 413,14
2026-04-27 13F Mosley Wealth Management 6 644 0,15 789 −0,25
2026-05-01 13F Coordinated Financial Services, Inc. 11 367 10,15 1 413 13,87
2026-04-29 13F WPG Advisers, LLC 136 18,26 17 23,08
2026-05-13 13F South Plains Financial, Inc. 17 657 14,47 2 195 18,40
2026-05-07 13F Confluence Wealth Services, Inc. 12 088 10,77 1 503 14,57
2026-05-13 13F Bank OZK 6 499 0,37 808 3,73
2026-04-24 13F Wagner Wealth Management, Llc 3 047 1,60 379 5,00
2026-05-18 13F Claris Financial LLC 4 679 0,09 582 3,57
2026-04-17 13F Krilogy Financial LLC 5 548 217,21 736 228,57
2026-05-15 13F Jones Financial Companies Lllp 19 864 667 22,16 2 420 264 23,85
2026-04-20 13F CWA Asset Management Group, LLC 6 019 8,90 748 12,65
2026-05-14 13F Baird Financial Group, Inc. 6 464 078 5,38 803 550 9,00
2026-04-28 13F Intrinsic Value Partners, LLC 21 326 5,39 2 651 9,05
2026-05-07 13F Summit Global Investments 14 194 64,21 2 0,00
2026-06-04 13F Evansbrook LLC 4 304 4,36 535 8,08
2026-05-04 13F NWF Advisory Services Inc. 9 427 13,72 1 172 17,57
2026-05-14 13F Campion Asset Management LLC 47 798 4,39 5 942 7,98
2026-05-12 13F Omega Financial Group, LLC 133 423 2,68 16 586 6,21
2026-05-13 13F Capital Group Private Client Services, Inc. 109 400 2,03 13 600 5,54
2026-04-30 13F Sequoia Financial Advisors, LLC 705 455 2,34 87 695 5,86
2026-05-05 13F Quartz Partners, LLC 4 790 4,18 595 7,79
2026-05-13 13F Mackenzie Financial Corp 365 320 65,19 45 413 69,08
2026-04-08 13F Exchange Bank 5 939 6,85 738 10,64
2026-05-14 13F Dana Investment Advisors, Inc. 20 818 4,25 2 588 7,84
2026-05-07 13F Northwestern Mutual Wealth Management Co 43 438 406 2,06 5 399 828 5,56
2026-05-06 13F Eq Llc 43 202 130,45 5 370 138,35
2026-05-01 13F Hantz Financial Services, Inc. 3 093 43,06 0
2026-05-15 13F City National Bank Of Florida /msd 58 477 780,28 7 269 810,90
2026-04-09 13F Lantz Financial LLC 3 942 1,31 490 4,93
2026-05-08 13F Maple Capital Management, Inc. 387 501 0,24 48 170 3,69
2026-05-14 13F Marshall Wace, Llp 7 846 975
2026-05-11 13F Strengthening Families & Communities, LLC 820 102
2026-04-22 13F Shum Financial Group, Inc. 1 778 3,01 221 6,76
2026-04-16 13F Capital Advisors, Ltd. LLC 16 835 2,23 2 100,00
2026-05-13 13F Invst, LLC 16 829 41,52 2 092 46,40
2026-04-10 13F Capital Advantage, Inc. 43 627 0,23 5 423 3,69
2026-05-13 13F GLR Partners, LLC 11 316 1 407
2026-05-14 13F Klingman & Associates, LLC 592 795 4,47 73 690 8,06
2026-04-23 13F St. Clair Advisors, LLC 18 327 11,79 2 278 15,63
2026-05-14 13F Aristides Capital LLC 72 428 15,48 9 004 19,45
2026-04-30 13F Accredited Investors Inc. 664 311 4,37 82 580 7,96
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 7 597 0,07 944 3,51
2026-05-12 13F Commerce Advisors, LLC 1 691 210
2026-04-16 13F BlueSky Wealth Advisors, LLC 15 010 1,47 1 866 4,95
2026-05-14 13F Horizon Investments, LLC 521 012 108,15 64 767 115,31
2026-04-24 13F James Investment Research Inc 1 620 201
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 2 543 30,75 316 35,62
2026-05-04 13F Gleason Group, Inc. 1 208 0,17 150 4,17
2026-04-20 13F Greenup Street Wealth Management Llc 36 656 7,73 4 557 11,42
2026-05-07 13F Facet Wealth, Inc. 5 655 6,92 703 4,46
2026-05-12 13F Bellwether Advisors, LLC 46 968 4,39 5 839 7,97
2026-04-21 13F International Private Wealth Advisors LLC 14 102 2,12 1 753 5,67
2026-05-05 13F West Michigan Advisors, Llc 3 833 0,18 476 3,70
2026-04-14 13F Nbc Securities, Inc. 36 998 2,90 4 599 6,43
2026-04-28 13F Quent Capital, LLC 2 002 21,70 249 25,89
2026-05-01 13F Evolution Advisers, Inc. 464 4,50 0
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 136 000 1,49 16 906 4,98
2026-05-12 13F Anchor Capital Advisors Llc 2 881 358
2026-04-15 13F Activest Wealth Management 738 54,72 92 59,65
2026-05-14 13F Diversified Enterprises, LLC 3 967 493
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 5 756 0,03 715 3,47
2026-05-06 13F SP Asset Management LLC 5 443 0,02 677 3,36
2026-05-01 13F Capital Squared Financial LLC 22 237 4,70 2 764 8,31
2026-05-15 13F Advisor Group Holdings, Inc. 1 586 898 2,31 197 330 5,81
2026-04-24 13F Axis Wealth Partners, LLC 8 892 1,38 1 105 4,84
2026-04-16 13F Cambridge Advisors Inc. 15 248 0,01 1 895 3,44
2026-05-01 13F Signature Resources Capital Management, LLC 266 16,67 33 22,22
2026-04-27 13F Lodestar Private Asset Management Llc 161 024 5,62 20 017 9,25
2026-05-13 13F Ensign Peak Advisors, Inc 15 166 1 885
2026-05-05 13F Napier Financial, LLC 307 38
2026-04-17 13F Outlook Wealth Advisors, LLC 73 975 1 187,87 9 193 1 232,32
2026-04-29 13F WealthPlan Investment Management, LLC 3 689 459
2026-04-29 13F Landmark Wealth Management, LLC 78 855 23,02 9 802 27,25
2026-04-22 13F Arcataur Capital Management LLC 403 770 4,51 50 193 8,10
2026-04-21 13F Quad-Cities Investment Group, LLC 33 829 1,71 4 205 5,20
2026-04-15 13F Merit Financial Group, LLC 251 474 2,85 31 261 6,38
2026-05-15 13F Shufro Rose & Co Llc 24 897 2,55 3 095 6,07
2026-04-27 13F Actinver Wealth Management, Inc. 1 909 237
2026-05-12 13F Clark Wealth Partners 3 0
2026-05-11 13F Meridian Wealth Advisors, LLC 5 877 0,07 731 3,55
2026-04-16 13F Strategic Advisory Partners, Llc 935 116
2026-05-13 13F Synergy Financial Management, LLC 18 403 310,51 2 288 325,09
2026-05-12 13F Tufton Capital Management 8 122 5,71 1
2026-05-06 13F Kesler, Norman & Wride, LLC 4 599 33,69 572 38,26
2026-04-14 13F SigFig Wealth Management, LLC 433 280 7,52 53 861 11,21
2026-04-16 13F Sunbeam Capital Management, LLC 11 280 0,43 1 402 3,93
2026-05-12 13F Ausdal Financial Partners, Inc. 10 056 10,96 1 250 14,78
2026-05-14 13F Hazlett, Burt & Watson, Inc. 559 16,22 0
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 2 847 1 205,96 354 51,50
2026-04-23 13F Balanced Wealth Group Llc 28 240 10,61 3 510 15,38
2026-01-23 13F Bowman & Co S.C. 7 513 2,72 903 3,80
2026-04-16 13F Toth Financial Advisory Corp 3 752 89,30 466 95,80
2026-04-29 13F Alliance Wealth Management Group 50 715 4,49 6 308 8,07
2026-05-12 13F Carr Financial Group Corp 10 738 24,96 1 335 29,26
2026-04-22 13F Vannoy Advisory Group, Inc. 7 970 0,04 991 3,45
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 852 360 2,11 106 5,00
2026-05-15 13F Aufman Associates Inc 3 945 0,10 490 3,59
2026-05-14 13F North Dallas Bank & Trust Co 12 015 0,21 1 494 3,68
2026-05-08 13F Princeton Capital Management Llc 1 797 0,45 223 4,21
2026-05-22 13F Independent Wealth Advisors LLC 1 838 228
2026-05-11 13F Stonebrook Private Inc. 1 740 0,12 216 3,85
2026-05-13 13F BCJ Capital Management, LLC 48 059 322,72 5 974 337,34
2026-04-22 13F DDFG, Inc 2 256 1,76 280 5,26
2026-04-28 13F Walkner Condon Financial Advisors LLC 90 858 64,24 11 293 69,88
2026-04-15 13F Park Capital Management, LLC / WI 62 541 1,80 7 774 5,31
2026-05-12 13F Index Fund Advisors, Inc. 9 954 0,14 1 237 3,60
2026-04-20 13F Financial Enhancement Group LLC 255 443 2,21 34 584 6,35
2026-05-11 13F RiverFront Investment Group, LLC 13 596 100,09 1 690 107,11
2026-04-09 13F Victrix Investment Advisors 8 511 12,27 1 058 16,14
2026-05-13 13F Ubs Asset Management Americas Inc 191 168 96,70 23 764 103,46
2026-05-15 13F Cardiff Park Advisors, Llc 7 228 0,11 899 3,58
2026-05-13 13F Tiemann Investment Advisors, Llc 23 236 0,18 2 888 3,62
2026-04-21 13F Trueblood Wealth Management, LLC 7 375 12,15 917 15,95
2026-05-09 13F MSH Capital Advisors LLC 43 805 2,53 5 445 6,06
2026-05-15 13F Brown Advisory Inc 1 310 877 24,54 162 955 28,82
2026-04-02 13F Aspect Partners, LLC 62 636 8,10 7 786 11,82
2026-04-29 13F Horst & Graben Wealth Management LLC 2 315 2,57 316 16,61
2026-05-12 13F Asset One Wealth Management LLC 9 322 330,58 1 259 354,51
2026-05-06 13F/A Gerald Baker Financial Group LLC 19 637 2 441
2026-05-15 13F Trask Adam Roland 390 48
2026-04-27 13F Sound Income Strategies, LLC 10 070 6,16 1 258 3,03
2026-05-15 13F Equitable Holdings, Inc. 628 458 11,36 7 589 −88,81
2026-05-06 13F Private Wealth Asset Management, LLC 248 264 7,07 30 862 10,76
2026-04-29 13F Clare Market Investments LLC 4 581 6,04 569 10,92
2026-04-22 13F J. L. Bainbridge & Co., Inc. 1 797 3,51 223 7,21
2026-05-14 13F SlateStone Wealth, LLC 59 238 2,79 7 16,67
2026-05-15 13F Matrix Private Capital Group Llc 81 238 7,03 10 099 10,71
2026-05-12 13F CIBC Bancorp USA Inc. 240 841 22,02 29 939 27,64
2026-04-16 13F Triad Wealth Partners, LLC 5 967 14,22 742 18,18
2026-05-11 13F American Money Management, LLC 66 693 0,53 8 291 3,99
2026-04-27 13F Proathlete Wealth Management Llc 226 928 2,14 28 239 5,50
2026-04-28 13F Goldstein Advisors, LLC 14 064 0,91 1 748 4,42
2026-04-15 13F Fortitude Family Office, LLC 49 673 8,38 6 175 12,09
2026-05-15 13F Nepc Llc 33 803 0,12 4 202 3,57
2026-04-29 13F SilverOak Wealth Management LLC 418 893 2,01 52 073 5,52
2026-05-15 13F Everest Financial Group LLC 3 682 11,37 458 15,11
2026-05-06 13F Intentional Wealth Strategies, LLC 2 839 353
2026-04-23 13F Farmers & Merchants Investments Inc 1 213 599 2,62 150 862 6,15
2026-04-08 13F RoundAngle Advisors LLC 22 826 2,06 2 838 5,58
2026-05-15 13F Common Fund For Nonprofit Organizations 77 859 0,16 9 679 3,60
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 8 677 5,16 1 079 8,78
2026-04-10 13F Finward Bancorp 10 302 7,35 1 281 11,01
2026-04-16 13F jvl associates llc 142 317 0,75 17 691 4,21
2026-05-14 13F Paragon Capital Management LLC 2 535 0,04 315 3,62
2026-04-21 13F Trilogy Capital Inc. 343 025 20,86 42 641 25,01
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11 981 149,81 1 489 158,51
2026-04-20 13F Triangle Securities Wealth Management 74 557 3,89 9 268 7,47
2026-04-14 13F Legacy Trust 77 379 1,38 9 619 4,86
2026-05-01 13F Summit Financial Strategies, Inc. 323 477 14,85 40 211 18,80
2026-05-01 13F Advisors Capital Management, LLC 7 020 0,26 873 3,69
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 44 317 0,19 5 509 3,65
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 2 239 8,74 278 2,58
2026-04-23 13F Private Wealth Management Group, LLC 3 363 0,30 418 3,98
2026-04-21 13F Venturi Wealth Management, LLC 139 095 578,41 17 291 601,99
2026-06-01 13F Financial Solutions Advisory Group, Inc. 49 535 6 158
2026-04-09 13F Adirondack Capital Advisors, LLC 37 382 2,52 4 647 6,05
2026-04-20 13F Kestra Private Wealth Services, Llc 109 775 8,47 13 646 12,20
2026-04-06 13F Hiley Hunt Wealth Management 67 181 1,41 8 351 4,90
2026-05-04 13F Integrity Wealth Solutions LLC 2 728 0,55 339 3,99
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 57 558 94,00 7 155 100,67
2026-05-06 13F HighMark Wealth Management LLC 90 685 5,60 11 237 8,89
2026-04-23 13F Fortune Financial Group, Inc. 3 555 0,03 442
2026-04-29 13F Orin Green Financial, LLC 47 852 0,14 5 948 3,59
2026-04-21 13F Madson Wealth Advisors Inc 39 851 4 954
2026-05-15 13F Investmark Advisory Group LLC 2 424 0,17 301 3,79
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 1 615 201
2026-05-20 13F/A Arete Wealth Advisors, LLC 23 513 0,53 2 921 145 900,00
2026-04-17 13F Forefront Wealth Partners, LLC 9 525 9,50 1 184 13,30
2026-04-20 13F Breakwater Capital Group 27 659 3,86 3 438 7,44
2026-05-05 13F Legacy Advisors, LLC 304 002 12,47 37 791 16,33
2026-04-30 13F BRYN MAWR TRUST Co 124 228 23,40 15 443 27,64
2026-05-13 13F Kingdom Financial Group LLC. 1 134 188,55 141 200,00
2026-05-13 13F O'shaughnessy Asset Management, Llc 116 055 29,75 14 427 34,21
2026-05-13 13F Elm Partners Management LLC 22 514 6,98 2 721 7,59
2026-04-27 13F Sierra Summit Advisors Llc 5 300 6,88 659 10,59
2026-05-13 13F Cynosure Management, Llc 5 528 87,45 687 94,07
2026-05-14 13F TRB Wealth Management, LLC 7 984 992
2026-05-01 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 74 719 24,32 9 288 28,59
2026-05-13 13F New England Professional Planning Group Inc. 177 333 1,62 22 044 5,11
2026-04-16 13F Blue Zone Wealth Advisors, LLC 2 365 0,55 294 3,90
2026-05-14 13F B&l Asset Management Llc 6 108 1,88 759 5,42
2026-04-13 13F Hm Payson & Co 49 400 12,96 6 141 16,84
2026-04-14 13F XY Planning Network, Inc. 12 152 35,05 1 518 40,33
2026-04-21 13F Gutierrez Wealth Advisory, LLC 1 627 202
2026-05-15 13F Rehmann Capital Advisory Group 233 584 1,84 29 037 4,36
2026-05-13 13F Callan Family Office, LLC 162 669 13,99 20 221 17,91
2026-05-11 13F Kestra Investment Management, LLC 2 531 4,50 315 7,90
2026-05-14 13F JHP Wealth Management, LLC 26 648 41,99 3 313 46,87
2026-04-07 13F Pathway Financial Advisors LLC 211 999 3,61 26 591 4,20
2026-04-30 13F Acorn Wealth Advisors, LLC 6 496 3,21 808 6,75
2026-04-21 13F Topsail Wealth Management, LLC 1 678 0,06 209 3,48
2026-05-15 13F/A Independent Financial Group, Llc 55 102 5,22 6 850 8,84
2026-04-14 13F Lee-Kelleher Wealth Management 41 574 6,84 5 168 10,52
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 1 869 1,85 232 5,45
2026-04-20 13F Sowell Financial Services LLC 51 804 2,27 6 440 5,78
2026-05-14 13F CIBC World Markets Inc. 11 619 0,55 1 444 4,03
2026-05-08 13F New England Private Wealth Advisors LLC 3 159 0,03 393 3,43
2026-05-11 13F Waddell & Associates, Llc 5 340 664
2026-04-16 13F Upper Left Wealth Management, LLC 5 532 16,83 688 20,74
2026-04-29 13F Northwest Wealth Advisors, LLC 10 926 9,44 1 358 13,26
2026-05-08 13F Dale Q Rice Investment Management Ltd 4 366 5,26 543 8,84
2026-05-15 13F Glen Eagle Advisors, LLC 22 701 3,81 2 822 7,34
2026-05-15 13F Peterson Wealth Management 125 16
2026-05-13 13F Avail Investment Partners, LLC 3 797 0
2026-04-14 13F Well Done, LLC 28 461 5,74 3 538 9,37
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 20 408 2 537
2026-04-17 13F Morris Financial Concepts, Inc. 124 933 2,10 15 530 5,61
2026-05-06 13F Fidelis Capital Partners, LLC 107 198 14,36 13 326 18,29
2026-05-08 13F Birchcreek Wealth Management, LLC 9 032 7,23 1 123 10,87
2026-05-05 13F Ethos Financial Group, LLC 17 488 19,90 2 135 21,86
2026-05-08 13F Sound Financial Strategies Group, LLC 9 850 16,97 1 224 20,95
2026-04-10 13F Voisard Asset Management Group, Inc. 2 107 4,57 262 7,85
2026-05-05 13F 4J Wealth Management LLC 1 861 0,05 231 3,59
2026-05-11 13F POM Investment Strategies, LLC 763 18 975,00 95
2026-05-12 13F Anfield Capital Management, LLC 1 242 154
2026-04-17 13F 55 North Private Wealth, LLC 2 299 286
2026-05-04 13F Westside Investment Management, Inc. 25 063 2,76 3 116 6,28
2026-05-13 13F Green Harvest Asset Management LLC 8 527 11,70 1 060 15,59
2026-04-23 13F Oppenheimer Asset Management Inc. 161 165 177,90 20 034 187,47
2026-04-29 13F Montag A & Associates Inc 61 295 41,43 7 620 46,29
2026-04-30 13F Elevated Capital Advisors, LLC 2 708 0,11 337 3,38
2026-05-11 13F Fountainhead AM, LLC 30 469 23,61 3 788 27,85
2026-05-15 13F Excelsior Advisor Network LLC 6 215 2,34 773 5,90
2026-04-20 13F Schwab Charitable Fund 6 968 3,37 866 6,91
2026-04-15 13F Single Point Partners, LLC 243 717 0,42 30 296 3,87
2026-05-04 13F Bridges Investment Management Inc 1 341 939 1,38 166 816 4,86
2026-04-28 13F TritonPoint Partners, LLC 5 582 8,62 694 12,32
2026-04-27 13F Nationwide Fund Advisors 2 684 005 27,58 333 649 31,96
2026-04-27 13F Platform Technology Partners 1 843 6,10 229 10,10
2026-05-05 13F Evergreen Advisors, LLC 182 591 2,85 22 698 6,38
2026-05-15 13F Richwood Investment Advisors, LLC 75 170 1,53 9 344 −4,36
2026-05-15 13F PFG Private Wealth Management, LLC 37 687 3,74 4 685 7,31
2026-04-24 13F Root Financial Partners, LLC 8 089 19,29 1 006 23,46
2026-04-16 13F Security National Bank 6 346 2,47 789 5,91
2026-05-01 13F Thrivent Financial For Lutherans 605 850 6,08 75 8,70
2026-05-11 13F Pathstone Holdings, LLC 2 341 216 2,27 291 037 5,71
2026-04-17 13F Defined Wealth Management, Llc 8 504 0,53 1 057 4,04
2026-04-17 13F Presilium Private Wealth, Llc 2 319 19,97 288 24,14
2026-05-06 13F Bessemer Group Inc 949 856 7,05 118 11,32
2026-05-14 13F VestGen Advisors, LLC 18 727 237,06 2 543 281,11
2026-05-07 13F Cutler Investment Counsel Llc 205 385 1,26 25 531 4,74
2026-04-27 13F Serenus Wealth Advisors, LLC 59 684 0,02 7 414 3,37
2026-04-20 13F Courier Capital Llc 211 859 27,45 26 336 31,83
2026-05-06 13F IMA Wealth, Inc. 38 476 2,88 4 783 6,41
2026-05-15 13F Resources Management Corp /ct/ /adv 208 144,71 0
2026-04-29 13F Cvfg Llc 6 319 58,21 786 63,88
2026-05-04 13F Heritage Wealth Architects, Inc. 2 519 0,04 346 7,45
2026-05-13 13F Freestone Capital Holdings, LLC 4 027 42,95 501 47,93
2026-04-24 13F Private Advisor Group, LLC 531 582 1,05 66 081 4,53
2026-04-16 13F True Vision MN LLC 3 493 95,25 434 101,86
2026-05-14 13F Jacobi Capital Management LLC 27 678 1,14 3 441 4,62
2026-04-27 13F TCI Wealth Advisors, Inc. 107 256 0,29 13 333 3,73
2026-04-22 13F Princeton Global Asset Management LLC 14 214 15,22 1 767 19,16
2026-05-06 13F Catalyst Capital Advisors LLC 2 458 196 10,65 305 578 14,45
2026-04-08 13F Eclectic Associates Inc /adv 2 006 0,30 249 3,75
2026-04-17 13F HHM Wealth Advisors, LLC 1 136 10,61 141 14,63
2026-04-20 13F Cardinal Point Capital Management, ULC 1 968 0,05 245 3,39
2026-04-16 13F Southern Capital Advisors, Llc 162 820 6,61 20 240 10,28
2026-05-14 13F Peloton Wealth Strategists 4 584 8,14 1
2026-04-22 13F Networth Advisors, LLC 1 023 209,06 127 225,64
2026-05-01 13F Keener Financial Planning LLC 171 412 3,03 21 10,53
2026-05-08 13F First National Advisers, LLC 5 958 13,31 741 17,27
2026-05-04 13F Texas Yale Capital Corp. 82 009 0,71 10 194 4,17
2026-05-06 13F Kiker Wealth Management, LLC 183 23
2026-05-11 13F National Wealth Management Group, LLC 9 520 3,38 1 183 6,96
2026-04-29 13F Odyssey Capital Advisors, Inc. 12 967 13,66 1 612 17,51
2026-05-15 13F Kentucky Farm Bureau Mutual Insurance Co 0 0
2026-04-10 13F Baker Tilly Financial, Llc 4 658 579
2026-04-21 13F OneAscent Financial Services LLC 3 932 18,36 489 22,31
2026-04-22 13F Samalin Investment Counsel, LLC 23 945 23,61 2 977 27,89
2026-05-05 13F Woodmont Investment Counsel Llc 4 090 44,22 508 49,41
2026-05-14 13F Acorns Advisers, LLC 3 636 427 0,74 452 4,39
2026-05-04 13F Principal Financial Group Inc 623 238 85,62 77 475 92,00
2026-04-10 13F Pure Financial Advisors, Inc. 171 406 21 307
2026-05-01 13F First Business Financial Services, Inc. 500 941 1,67 62 272 5,16
2026-05-05 13F UBS Group AG 10 154 592 6,03 1 262 317 9,67
2026-04-30 13F Relyea Zuckerberg Hanson LLC 5 884 14,74 731 18,67
2026-05-07 13F True North Advisors, LLC 25 064 156,99 3 116 165,78
2026-05-04 13F Brookwood Investment Group LLC 2 638 10,84 328 14,34
2026-04-28 13F Bryant Woods Investment Advisors, LLC 88 305 0,92 10 977 4,38
2026-05-07 13F Planning Alternatives Ltd /adv 352 704 1,17 43 845 4,64
2026-04-22 13F Janney Montgomery Scott LLC 1 604 971 3,15 200 6,42
2026-05-13 13F Bank Of Montreal /can/ 1 690 865 0,69 210 191 4,15
2026-04-17 13F Ignite Planners, LLC 7 667 11,47 958 9,62
2026-05-14 13F Fort Point Capital Partners LLC 19 378 3,69 2 409 −0,12
2026-05-08 13F Mosaic Financial Group, Llc 3 881 0,05 0
2026-04-22 13F Joel Isaacson & Co., LLC 20 634 5,68 2 565 9,29
2026-04-09 13F IFG Advisors, LLC 367 119 1,59 45 637 5,08
2026-04-24 13F Alaska Permanent Capital Management 608 987 5,08 75 671 8,61
2026-05-01 13F Ferguson Wellman Capital Management, Inc 262 327 32 610
2026-04-21 13F Morton Capital Management LLC/CA 2 182 18,01 271 22,07
2026-05-12 13F Jeter Robert S II 32 467 4 492
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 4 171 1,12 518 4,65
2026-05-04 13F Calamos Wealth Management LLC 300 957 4,02 37 412 7,60
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1 062 178 13,08 132 039 16,96
2026-04-22 13F Accretive Wealth Partners, LLC 62 322 2,73 7 747 6,27
2026-04-28 13F Kiley Juergens Wealth Management, Llc 1 680 209
2026-05-14 13F Advisory Alpha, LLC 6 407 9,30 797 13,07
2026-04-07 13F G&S Capital LLC 51 605 3,08 6 415 6,63
2026-05-15 13F Integrated Wealth Concepts LLC 179 734 6,13 22 343 9,78
2026-04-08 13F Birchbrook, Inc. 53 278 52,20 6 623 57,40
2026-05-11 13F Inspire Trust Co, N.a. 1 855 231
2026-05-07 13F Legacy Wealth Managment, LLC/ID 2 556 84,68 318 90,96
2026-05-11 13F Condor Capital Management 92 680 0,53 11 521 3,99
2026-04-28 13F Bogart Wealth, LLC 5 479 6,64 681 10,37
2026-05-13 13F Keystone Financial Group 23 879 1,35 3 108 9,75
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 178 068 9,46 22 136 13,22
2026-02-17 13F Main Street Financial Solutions, LLC 5 947 9,22 715 10,36
2026-05-12 13F Kingsview Wealth Management, LLC 53 207 11,74 6 614 15,59
2026-05-11 13F Commerce Bank 233 862 255,34 29 071 267,57
2026-05-08 13F Perspective Wealth Advisors Llc 46 604 6,92 5 793 10,60
2026-05-22 13F Wellington Grp LLC 3 559 1,71 442 5,24
2026-05-13 13F Quantbot Technologies LP 18 056 2 245
2026-04-20 13F MBM Wealth Consultants, LLC 136 17
2026-04-17 13F Total Clarity Wealth Management, Inc. 7 582 25,01 943 29,40
2026-05-08 13F Smithfield Trust Co 183 805 2,85 23 4,76
2026-05-12 13F/A Granite FO LLC 32 570 2,89 4 049 6,41
2026-04-21 13F Curat Global, LLC 44 646 25,66 5 550 29,98
2026-04-22 13F Apollon Financial, LLC 42 887 9,94 5 331 13,72
2026-05-04 13F MTC Wealth Management LLC 67 412 3,54 8 380 7,09
2026-04-08 13F Ccg Wealth Management, Llc 108 737 24,98 13 517 29,29
2026-04-07 13F O'Keefe Stevens Advisory, Inc. 5 099 634
2026-04-08 13F Community Financial Services Group, LLC 3 0
2026-04-13 13F Uptown Financial Advisors LLC 80 157 9,19 9 964 12,94
2026-02-17 13F Snowden Capital Advisors LLC 50 995 23,06 6 129 24,45
2026-04-30 13F Manske Wealth Management 1 637 203
2026-05-04 13F N.E.W. Advisory Services LLC 699 242,65 87 258,33
2026-04-27 13F Fulton Breakefield Broenniman Llc 439 606 30,06 54 647 34,53
2026-05-04 13F TrustBank 60 312 3,78 7 497 7,35
2026-05-13 13F GW&K Investment Management, LLC 23 792 11,66 3 0,00
2026-04-24 13F Crux Wealth Advisors 3 528 0,17 439 3,55
2026-05-04 13F Henderson Brothers Financial Partners, LLC 5 934 100,27 738 107,02
2026-04-10 13F Perfromance Wealth Partners, LLC 1 747 4,92 217 8,50
2026-05-12 13F Reyes Financial Architecture, Inc. 828 0,49 103 3,03
2026-05-14 13F JustInvest LLC 5 231 0,40 650 3,83
2026-05-14 13F Milestone Asset Management Group, LLC 4 079 8,11 507 11,92
2026-05-12 13F Azimuth Capital Investment Management LLC 13 045 10,60 1 622 14,40
2026-05-15 13F Wick Capital Partners, LLC 42 635 19,65 5 300 23,75
2026-04-27 13F Financial Services Advisory Inc 46 666 5 801
2026-05-07 13F Capital Performance Advisors Llp 195 198 2,78 24 265 6,32
2026-05-15 13F 3EDGE Asset Management, LP 7 255 143,29 902 151,68
2026-04-08 13F Hardin Capital Partners, LLC 12 125 2,58 1 507 6,13
2026-04-20 13F ABLE Financial Group, LLC 17 370 13,46 2 159 17,40
2026-05-07 13F Johnson Financial Group, Inc. 56 587 7,68 7 034 11,39
2026-04-17 13F Aspire Growth Partners LLC 1 672 208
2026-05-15 13F Cresset Asset Management, LLC 3 283 342 1,98 408 152 5,48
2026-04-14 13F Affiance Financial, LLC 43 007 15,37 5 346 19,33
2026-05-14 13F Nicolet Bankshares Inc 7 133 12,01 887 15,82
2026-05-15 13F Peapack Gladstone Financial Corp 546 598 1,13 68 4,69
2026-04-28 13F Pioneer Trust Bank N A/or 6 256 0,05 778 3,46
2026-05-06 13F Advisortrust Partners, Llc 408 51
2026-04-20 13F Investment Research & Advisory Group, Inc. 2 054 0,05 274 3,40
2026-05-12 13F Beaton Management Co. Inc. 2 139 4,90 0
2026-04-13 13F Lee Financial Co 47 972 2,22 5 963 5,73
2026-04-22 13F Morris Retirement Advisors, LLC 1 613 201
2026-01-13 13F Stephens Consulting, LLC 935 12,38 112 14,29
2026-04-23 13F First Pacific Financial 17 2
2026-04-17 13F Berman McAleer LLC 407 957 0,42 50 713 3,87
2026-05-05 13F HighTower Advisors, LLC 3 524 240 5,30 438 106 8,93
2026-04-30 13F Donaldson Capital Management, Llc 35 888 3,09 4 461 6,65
2026-05-13 13F Family Office Research LLC 21 728 4,16 2 701 5,63
2026-04-15 13F Brady Martz Wealth Solutions, LLC 3 271 58,71 407 64,37
2026-04-13 13F Foster Group, Inc. 8 269 10,61 1 028 14,37
2026-04-28 13F Kanawha Capital Management Llc 47 325 18,59 5 883 22,66
2026-04-15 13F Corundum Trust Company, INC 31 502 4,72 3 916 8,33
2026-05-13 13F Principal Securities, Inc. 396 724 9,79 49 317 13,56
2026-04-15 13F Redhawk Wealth Advisors, Inc. 38 053 10,53 4 730 14,33
2026-05-08 13F Bristlecone Value Partners, LLC 29 672 2,54 3 689 6,07
2026-04-08 13F Fermata Advisors, LLC 2 871 10,89 357 14,47
2026-05-12 13F Ames National Corp 21 146 4,29 2 629 7,88
2026-04-27 13F Exencial Wealth Advisors, Llc 11 772 8,23 1 463 11,94
2026-04-10 13F Great Oak Capital Partners, Llc 4 373 108,34 568 123,23
2026-04-23 13F Harbor Investment Advisory, Llc 34 915 15,66 4 340 19,63
2026-04-08 13F Sapient Capital Llc 126 454 8,93 15 719 11,32
2026-04-22 13F M3 Advisory Group, LLC 2 533 0,04 315 3,29
2026-04-21 13F Kooman & Associates 4 168 0,55 518 4,02
2026-05-11 13F Collier Financial 2 651 3,60 330 7,17
2026-04-15 13F Tenzing Financial LLC 3 067 1,19 404 10,99
2026-04-13 13F Kmg Fiduciary Partners, Llc 127 678 61,52 15 872 67,08
2026-05-13 13F Capital Advisor Network LLC 15 2
2026-04-10 13F BostonPremier Wealth LLC 63 123 2,71 7 847 6,24
2026-04-22 13F Foundry Financial LLC 1 850 230
2026-05-04 13F Procyon Private Wealth Partners, LLC 11 916 5,17 1 481 8,82
2026-05-15 13F Royal Bank Of Canada 7 399 368 1,55 919 815 5,04
2026-04-15 13F Steinberganna Wealth Management 2 607 44,35 324 50,00
2026-04-22 13F Spirepoint Private Client, Llc 12 593 5,78 1 565 9,44
2026-05-13 13F Public Sector Pension Investment Board 269 486 41,92 33 500 46,80
2026-04-22 13F Millburn Ridgefield Corp 2 458 196 10,65 305 578 14,45
2026-04-22 13F Caldwell Trust Co 97 715 3,88 12 147 7,45
2026-04-10 13F Wealth Group Ltd 5 113 0,14 636 3,59
2026-04-21 13F Pacific Sage Partners, LLC 2 984 0,78 371 4,23
2026-04-16 13F Rainier Family Wealth Inc 3 023 12,13 376 15,74
2026-05-11 13F Daymark Wealth Partners, Llc 4 282 0,30 532 3,70
2026-05-11 13F Tulsa Wealth Advisors, INC 7 088 881
2026-05-04 13F Maryland State Retirement & Pension System 9 330 1,23 1 160 4,70
2026-05-05 13F Cullen/frost Bankers, Inc. 34 010 5,30 4 228 8,92
2026-05-14 13F Institute for Wealth Management, LLC. 13 866 25,30 1 724 29,65
2026-04-08 13F Lakeridge Wealth Management LLC 4 771 1,21 593 4,77
2026-05-01 13F Heritage Investment Group, Inc. 138 569 4,20 17 226 7,78
2026-05-12 13F First American Trust, Fsb 1 867 232
2026-05-14 13F RPG Investment Advisory, LLC 10 960 16,82 1 362 20,85
2026-05-05 13F Noesis Capital Mangement Corp 50 138 0,55 6 233 4,01
2026-05-04 13F Bedel Financial Consulting, Inc. 4 208 18,70 523 22,77
2026-05-22 13F Coastline Complete Wealth LLC 89 015 3,37 11 066 6,93
2026-04-09 13F Thrive Wealth Management, LLC 16 617 0,02 2 066 3,46
2026-04-27 13F Rochester Wealth Strategies, LLC 91 775 0,44 11 409 3,90
2026-05-13 13F Brinker Capital Investments, LLC 337 284 8,17 41 928 11,89
2026-05-14 13F Ieq Capital, Llc 627 789 12,22 78 040 16,08
2026-04-27 13F Denver Wealth Management, Inc. 2 828 0,96 352 4,46
2026-04-20 13F Clune & Associates, Ltd. 125 220 100,82 15 566 107,74
2026-04-23 13F BXM Wealth LLC 19 103 0,01 2 375 3,44
2026-04-22 13F Tred Avon Family Wealth, Llc 4 991 38,99 620 43,85
2026-04-22 13F Portus Wealth Advisors, LLC 1 0
2026-05-12 13F Hilltop Partners LLC 1 940 11,43 241 15,31
2026-05-13 13F Daner Wealth Management, LLC 5 315 0,25 722 3,00
2026-05-15 13F Fairview Capital Investment Management, Llc 6 044 147,30 751 156,31
2026-05-14 13F Purewater Capital LLC 2 636 328
2026-04-07 13F First Financial Corp /in/ 1 834 0,88 228 4,13
2026-05-19 13F Financial Insights, Inc. 5 594 21,77 695 25,91
2026-04-21 13F PDS Planning, Inc 1 924 0,94 239 4,37
2026-04-29 13F Proactive Wealth Strategies LLC 3 966 113,57 493 121,08
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 11 234 12,28 1 396 16,14
2026-05-12 13F Baker Avenue Asset Management, LP 13 330 18,64 1 657 22,74
2026-05-13 13F Sepio Capital, LP 30 023 25,45 3 732 29,76
2026-05-08 13F Moors & Cabot, Inc. 16 353 3,13 2 033 6,67
2026-04-13 13F LexAurum Advisors, LLC 3 363 0,30 418 5,03
2026-04-21 13F HCR Wealth Advisors 129 328 0,27 16 077 3,71
2026-04-29 13F Clearwave Capital, LLC 3 153 0,13 392 3,44
2026-04-14 13F USA Financial Portformulas Corp 568 71
2026-05-13 13F RiverGlades Family Offices LLC 20 363 4,30 2 531 9,09
2026-05-15 13F Asset Management Group, Inc. 28 889 0,34 3 591 3,82
2026-05-12 13F Advyzon Investment Management, LLC 33 841 10,83 4 207 14,64
2026-04-16 13F Intergy Private Wealth, LLC 14 680 0,93 1 825 4,35
2026-05-15 13F Clark Capital Management Group, Inc. 1 818 014 6,88 225 997 10,55
2026-04-07 13F Park Avenue Securities Llc 176 937 3,12 22 5,00
2026-05-14 13F Twin Focus Capital Partners, Llc 20 088 5,77 2 497 9,42
2026-04-27 13F Victory Financial Group, Llc 156 215 0,96 19 419 4,43
2026-05-04 13F AMG National Trust Bank 36 100 19,08 4 488 23,17
2026-05-14 13F Fft Wealth Management Llc 191 861 12,86 23 850 16,75
2026-04-22 13F Wilkins Miller Wealth Management, LLC 15 446 13,22 1 920 17,14
2026-05-06 13F Alexander Randolph Advisory Inc 5 543 1,28 689 4,87
2026-04-21 13F AA Financial Advisors, LLC 3 791 6,31 471 10,05
2026-05-14 13F Main Management LLC 173 0
2026-05-07 13F Allen Investment Management LLC 55 865 0,72 6 945 4,19
2026-05-08 13F Middleton & Co Inc/ma 44 680 1,75 5 554 5,25
2026-05-12 13F Pcg Asset Management, Llc 10 905 25,85 1 356 29,05
2026-05-13 13F Jaffetilchin Investment Partners, LLC 35 042 4,26 4 356 7,85
2026-05-12 13F Stifel Financial Corp 1 720 938 1,19 213 935 4,67
2026-04-22 13F Sterling Capital Management LLC 3 479 0,12 432 3,60
2026-05-11 13F Prudent Investors Network 2 413 300
2026-04-13 13F Neumann Capital Management, LLC 118 021 0,22 14 671 3,67
2026-04-24 13F Newton One Investments LLC 136 144 319,41 16 924 333,84
2026-05-15 13F Vestmark Advisory Solutions, Inc. 252 074 3,75 31 335 7,32
2026-04-29 13F Capital Planning LLC 36 106 14,95 4 488 17,73
2026-05-07 13F Advisor OS, LLC 13 175 16,77 1 638 20,72
2026-05-07 13F Flavin Financial Services, Inc. 19 071 2,37 2 371 5,90
2026-05-14 13F Loomis Sayles & Co L P 2 730 0,70 339 4,31
2026-05-01 13F Hohimer Wealth Management, Llc 7 779 967
2026-04-21 13F Piedmont Capital Management, LLC/NC 1 279 31 875,00 159
2026-04-27 13F Byrne Financial Freedom, Llc 1 650 205
2026-04-10 13F First Bank & Trust 122 880 1,70 15 275 5,20
2026-04-17 13F Astoria Strategic Wealth, Inc. 43 889 2,83 5 456 6,36
2026-01-14 13F ORG Partners LLC 8 433 0,80 1 013 1,91
2026-05-13 13F Owl Creek Wealth Partners LLC 18 200 2 262
2026-04-08 13F Sandbox Financial Partners, LLC 49 622 14,35 6 168 18,27
2026-02-13 13F Motiv8 Investments LLC 128 0
2026-05-07 13F Mutual Of America Capital Management Llc 21 278 4,25 2 645 7,87
2026-05-14 13F Retiremitten Financial Llc 62 8
2026-04-23 13F Oppenheimer & Co Inc 293 099 0,12 36 435 3,56
2026-04-23 13F Greenhouse Wealth Management, LLC 7 527 0,15 933 3,32
2026-05-08 13F Vontobel Holding Ltd. 19 700 131,76 2 449 139,76
2026-05-05 13F Regions Financial Corp 4 011 360 0,03 498 652 3,47
2026-05-06 13F Aviance Capital Partners, LLC 10 354 3,46 1 287 7,07
2026-05-12 13F Klingenstein Fields & Co Lp 74 728 38,71 9 289 43,48
2026-05-11 13F Founders Financial Alliance, LLC 4 909 24,69 610 28,96
2026-05-14 13F Peak Asset Management, LLC 13 755 0,84 1 710 4,27
2026-05-06 13F Zhang Financial LLC 17 477 0,41 2 173 3,87
2026-05-15 13F New England Asset Management Inc 55 935 7,98 6 953 11,69
2026-06-01 13F First Nebraska Trust Co 7 662 9,35 952 13,06
2026-05-14 13F August Group Capital Ltd 5 625 0,16 699 3,71
2026-04-30 13F Titleist Asset Management, Llc 144 521 5,05 17 965 8,66
2026-04-08 13F Afg Fiduciary Services Limited Partnership 49 338 9,35 6 222 13,60
2026-04-10 13F Stillwater Capital Advisors, LLC 4 580 58,04 569 63,51
2026-04-20 13F Naples Global Advisors, Llc 69 430 3,38 8 631 6,93
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 1 623 90,72 202 97,06
2026-05-01 13F Symphony Financial, Ltd. Co. 3 921 129,43 486 135,44
2026-05-15 13F Palisade Capital Management Llc/nj 97 614 129,87 12 134 137,78
2026-05-05 13F Sanctuary Advisors, LLC 353 652 2,42 43 962 5,94
2026-04-27 13F Hgk Asset Management Inc 685 85
2026-04-20 13F Chatterton & Associates Inc. 2 414 316
2026-04-22 13F Uniting Wealth Partners, LLC 16 507 0,14 2 052 3,53
2026-04-22 13F Union Bancaire Privee, UBP SA 84 332 10 193
2026-05-06 13F Sentinus, LLC 33 702 13,33 4 190 17,24
2026-05-14 13F Corient IA LLC 2 000 249
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 10 464 4,26 1 301 7,79
2026-02-05 13F Center for Financial Planning, Inc. 13 540 0,81 1 627 1,94
2026-04-29 13F Skopos Labs, Inc. 5 205 89,14 647 91,99
2026-04-13 13F Wolff Wiese Magana Llc 39 577 5,58 4 920 9,19
2026-05-05 13F Crestwood Advisors Group LLC 103 002 2,10 12 803 5,59
2026-05-14 13F Van Hulzen Asset Management, LLC 2 813 6,84 350 10,44
2026-05-12 13F Benjamin Edwards Inc 77 005 4,09 9 576 7,66
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 3 789 1,28 471 4,68
2026-04-20 13F Kfg Wealth Management, Llc 1 995 0,50 248 4,20
2026-05-07 13F Conquis Financial Llc 37 137 1,54 5 035 14,54
2026-04-28 13F SBI Securities Co., Ltd. 17 701 1,53 2 200 5,01
2026-05-08 13F Bokf, Na 539 004 0,81 67 004 4,27
2026-04-10 13F Magnus Financial Group LLC 318 491 3,68 39 592 7,24
2026-04-22 13F Clear Creek Financial Management, LLC 34 865 6,71 4 334 10,39
2026-04-29 13F Opulen Financial Group LLC 7 622 0,22 947 3,72
2026-05-08 13F McAdam, LLC 55 132 6,66 6 853 10,34
2026-04-29 13F Latko Wealth Management, Ltd. 61 648 3,01 7 663 6,55
2026-05-14 13F Lbmc Investment Advisors, Llc 178 762 1,10 22 222 4,57
2026-02-18 13F Financial Advisory Service, Inc. 30 116 0,17 3 619 1,32
2026-04-30 13F Manning & Napier Advisors Llc 823 1 957,50 102 2 450,00
2026-05-06 13F MTM Investment Management, LLC 637 0,16 79 3,95
2026-05-11 13F Thompson Siegel & Walmsley Llc 1 878 0
2026-05-15 13F Eight 31 Financial Llc 2 651 2,24 330 5,79
2026-04-14 13F Invenio Wealth Partners Llc 38 218 3,67 4 751 7,22
2026-04-15 13F Regatta Capital Group, Llc 13 664 0,54 1 699 3,98
2026-05-12 13F Aspiriant, Llc 64 541 0,27 8 023 3,72
2026-05-14 13F First Commonwealth Financial Corp /pa/ 9 414 0,44 1 170 3,91
2026-04-07 13F Farther Finance Advisors, LLC 737 175 11,84 92 088 16,25
2026-05-13 13F Natixis Advisors, L.p. 2 880 600 358,62 358 377,33
2026-05-15 13F Coral Wealth Management, LLC 30 696 3 816
2026-04-21 13F Colony Family Offices, LLC 303 302 0,49 37 703 3,95
2026-04-09 13F Yanni & Associates Investment Advisors, LLC 13 365 1,11 1 661 4,60
2026-05-12 13F Absolute Capital Management, LLC 19 981 0,84 2 484 4,28
2026-04-28 13F Howe & Rusling Inc 99 298 10,43 12 344 14,22
2026-05-06 13F GatePass Capital, LLC 5 768 14,81 717 18,91
2026-05-08 13F Steward Partners Investment Advisory, Llc 1 603 265 1,00 199 302 4,47
2026-05-01 13F One Degree Advisors Inc 1 664 0
2026-05-15 13F Evergreen Wealth Solutions, LLC 241 048 29 965
2026-05-08 13F Jackson Hole Capital Partners, LLC 6 597 23,49 820 27,73
2026-05-12 13F Colonial Trust Co / SC 36 544 0,48 4 543 3,94
2026-05-13 13F Argent Trust Co 114 904 3,25 14 284 6,80
2026-05-27 13F Alpha Capital Advisors Inc /adv 12 124 1,28 1 507 −0,46
2026-05-11 13F Miramar Capital, LLC 1 652 205
2026-05-15 13F Rothschild Capital Partners, LLC 2 235 9,13 278 12,60
2026-05-12 13F Frisco Financial Planning LLC 2 844 25,84 353 30,26
2026-05-01 13F Richardson Financial Services Inc. 420 19,66 52 23,81
2026-05-15 13F Fmr Llc 23 576 940 10,24 2 930 849 14,03
2026-04-16 13F Stanley-Laman Group, Ltd. 2 264 5,74 281 9,34
2026-05-15 13F National Philanthropic Trust 35 715 0,15 4 440 3,59
2026-05-13 13F Kovitz Investment Group Partners, LLC 112 450 65,33 13 979 71,01
2026-04-29 13F Harbour Capital Advisors, LLC 19 369 3,17 2 627 15,28
2026-04-21 13F Armbruster Capital Management, Inc. 24 238 8,22 3 013 11,97
2026-05-19 13F Western Wealth Management, LLC 46 325 58,94 5 759 64,42
2026-04-07 13F Signaturefd, Llc 29 067 356,60 3 613 372,29
2026-04-13 13F Gill Capital Partners, Llc 480 60
2026-04-13 13F/A Sunburst Financial Group, LLC 16 467 6,96 2 047 10,65
2026-05-11 13F OpenArc Corporate Advisory, LLC 16 759 8,84 2 083 12,59
2026-04-08 13F Towerpoint Wealth, LLC 3 515 17,13 437 21,11
2026-04-29 13F CVA Family Office, LLC 25 078 4,31 3 117 7,89
2026-04-16 13F Greenfield Savings Bank 40 598 2,12 5 047 5,63
2026-05-11 13F VeraBank, N.A. 22 423 1,89 2 787 5,41
2026-05-11 13F Lcnb Corp 11 657 0,63 1 449 4,09
2026-05-11 13F Fortis Capital Management LLC 3 134 75,87 390 81,78
2026-05-11 13F Elevated Financial Group LLC 3 029 377
2026-05-14 13F Cedrus Wealth Group LLC 5 749 8,33 715 12,09
2026-04-21 13F Sensible Money, LLC 7 292 0,01 906 3,42
2026-04-29 13F Steele Capital Management, Inc. 650 861 3,27 80 908 6,82
2026-05-14 13F Atomi Financial Group, Inc. 91 049 6,10 11 318 9,74
2026-05-13 13F D L Carlson Investment Group Inc 1 937 1,89 241 5,26
2026-04-24 13F TKG Advisors, LLC 64 703 0,69 8 043 4,16
2026-05-07 13F ESL Trust Services, LLC 171 518 0,62 21 321 4,08
2026-05-05 13F Aspiring Ventures, LLC 2 887 359
2026-05-01 13F Welch & Forbes Llc 141 144 2,30 17 546 5,81
2026-04-21 13F ADG Wealth Management Group, LLC 4 072 70,16 506 76,31
2026-05-05 13F Frazier Financial Advisors, LLC 140 775,00 17 1 600,00
2026-05-14 13F SWAN Capital LLC 107 224,24 13 333,33
2026-04-24 13F Keybank National Association/oh 3 838 937 0,67 477 218 4,13
2026-04-21 13F Wealth Effects Llc 6 781 9,71 843 13,48
2026-05-05 13F Birchwood Financial Partners, Inc. 2 161 0,05 269 3,47
2026-04-24 13F Swmg, Llc 6 014 0,38 748 −5,44
2026-05-13 13F/A Jpmorgan Chase & Co 2 734 850 16,42 330 561 17,09
2026-04-23 13F Mayflower Financial Advisors, LLC 57 819 1,32 7 187 4,80
2026-05-15 13F Two Sigma Securities, Llc 22 211 51,53 2 761 56,79
2026-05-05 13F Clear Harbor Asset Management, LLC 6 591 28,66 819 33,17
2026-04-27 13F Colonial River Wealth Management, LLC 2 638 0,69 328 4,14
2026-05-15 13F Capital & Planning, Llc 28 4
2026-04-22 13F Spire Wealth Management 63 542 27,48 7 899 31,85
2026-04-17 13F Tectonic Advisors Llc 87 412 2,09 10 866 5,61
2026-05-14 13F Synergy Financial Group, LTD 1 749 217
2026-04-22 13F Abundance Wealth Counselors 32 388 18,47 4 026 22,56
2026-04-15 13F Trust Point Inc. 27 951 729,90 3 475 759,90
2026-04-28 13F Nbt Bank N A /ny 15 386 10,52 1 913 3,18
2026-04-28 13F Flagship Harbor Advisors, Llc 63 136 4,08 7 848 7,65
2026-05-05 13F Sandy Cove Advisors, LLC 9 204 1,35 1 144 4,86
2026-05-18 13F Ashton Thomas Securities, Llc 4 065 505
2026-05-06 13F Spartan Wealth Advisory Services LLC 7 844 975
2026-05-14 13F White Lighthouse Investment Management Inc. 6 953 2,70 864 6,27
2026-05-12 13F Integras Partners LLC 45 633 5 673
2026-05-13 13F Acadian Asset Management Llc 2 199 705,49 0
2026-04-28 13F MBL Wealth, LLC 264 674 3,17 32 902 6,72
2026-05-07 13F Meeder Advisory Services, Inc. 37 393 3,33 4 648 6,88
2026-05-15 13F TCG Advisory Services, LLC 27 422 17,28 3 409 21,32
2026-05-08 13F Marshall Investment Management, Llc 1 0
2026-04-20 13F Eagle Strategies LLC 13 680 0,95 1 701 4,42
2026-05-12 13F TIAA Wealth Investment Management LLC 1 239 150
2026-04-09 13F TruWealth Advisors, LLC 11 928 1,87 1 483 5,33
2026-04-29 13F Signet Private Wealth LLC 1 903 237
2026-04-27 13F Mount Yale Investment Advisors, LLC 228 153 29,06 28 362 33,49
2026-04-20 13F GSB Wealth Management, LLC 15 310 0,86 1 903 4,33
2026-05-12 13F Independent Advisor Alliance 444 630 3 809,87 55 272 3 946,19
2026-05-07 13F Basepoint Wealth LLC 1 588 0,19 197 3,68
2026-04-08 13F Roberts Wealth Advisors, LLC 19 605 10,32 2 437 14,15
2026-05-13 13F AE Wealth Management LLC 31 967 12,34 3 974 16,20
2026-04-28 13F Powerhouse Assets LLC 12 401 6,93 1 542 10,62
2026-04-24 13F Severin Investments, LLC 10 050 1,58 1 249 5,05
2026-04-15 13F Avondale Wealth Management 4 580 4,57 569 8,17
2026-04-16 13F Pine Haven Investment Counsel, Inc 4 345 2,72 540 6,30
2026-05-06 13F Dunhill Financial, LLC 28 468 6,07 3 539 9,71
2026-05-07 13F Lowe Brockenbrough & Co Inc 264 601 3,20 32 893 6,74
2026-05-04 13F Beckerman Institutional, LLC 11 215 0,84 1 394 4,34
2026-04-16 13F Birch Financial Group, Llc 24 427 7,36 3 037 11,05
2026-05-15 13F Bank Of America Corp /de/ 33 815 305 0,62 4 203 581 4,08
2026-05-04 13F Innealta Capital, Llc 8 185 1 017
2026-05-05 13F Harmony Asset Management Llc 31 836 121,81 3 958 129,52
2026-05-14 13F Coign Capital Advisors LLC 46 007 0,78 5 719 4,25
2026-04-20 13F Fort Henry Capital, LLC 173 329 0,86 21 547 4,33
2026-04-27 13F Tennessee Valley Asset Management Partners 11 151 14,29 1 386 18,26
2026-05-08 13F Tandem Financial, LLC 5 811 722
2026-05-13 13F Cove Private Wealth, LLC 4 507 3,25 560 6,87
2026-05-05 13F Thayer Partners, LLC / MA 2 914 0,07 362 3,72
2026-05-11 13F Seeds Investor Llc 18 386 34,65 2 435 48,32
2026-04-08 13F Melone Private Wealth, LLC 115 143 6,03 14 313 9,68
2026-05-04 13F MEMBERS Trust Co 866 325 2,31 107 693 5,83
2026-04-24 13F Kendall Capital Management 2 657 0,49 330 4,10
2026-05-04 13F Sentinel Wealth Management, Inc. 19 942 1,89 2 479 5,36
2026-05-08 13F Glenview Trust Co 695 134 1,23 86 412 4,71
2026-04-09 13F Everhart Financial Group, Inc. 3 504 59,78 436 65,40
2026-05-15 13F Connors Investor Services Inc 6 549 1,31 814 4,90
2026-05-11 13F Ironsides Asset Advisors, LLC 54 340 0,08 6 755 3,51
2026-05-13 13F BlackRock, Inc. 9 011 629 5,78 1 120 236 9,41
2026-04-27 13F Osborne Partners Capital Management, Llc 2 611 325
2026-05-15 13F Harbour Investments, Inc. 120 804 25,02 15 017 29,32
2026-05-08 13F Crestmont Private Wealth LLC 44 219 4,05 5 497 7,62
2026-05-04 13F Wsfs Capital Management, Llc 44 535 56,85 5 536 62,25
2026-05-08 13F Blair William & Co/il 402 792 17,04 50 071 21,06
2026-05-13 13F Acumen Wealth Advisors, LLC 85 138 2 132,25 10 584 2 210,70
2026-04-06 13F GAMMA Investing LLC 26 238 10,05 3 262 13,82
2026-05-01 13F Natural Investments, Llc 2 016 0,15 0
2026-04-22 13F Matrix Asset Advisors Inc/ny 67 969 8,10 8 449 11,82
2026-05-13 13F Lido Advisors, LLC 632 966 0,59 78 685 4,32
2026-04-07 13F Eastern Bank 18 114 7,25 2 252 10,94
2026-05-07 13F Magnolia Wealth Management, LLC 87 615 2,50 10 891 6,03
2026-05-11 13F Biltmore Family Office, LLC 40 929 32,97 5 088 37,52
2026-04-27 13F Hi-Line Capital Management, LLC 30 556 12,24 3 798 16,11
2026-05-06 13F Gs Investments, Inc. 9 764 0,93 1 214 4,39
2026-05-15 13F Gateway Wealth Partners, LLC 94 359 165,14 11 730 174,23
2026-05-14 13F Gamco Investors, Inc. Et Al 4 400 1,97 547 5,41
2026-05-15 13F Chilton Investment Co Llc 2 931 1,17 364 4,60
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 7 499 26,82 932 31,27
2026-05-13 13F Alliance Private Wealth, LLC 64 446 0,55 8 011 −2,53
2026-04-08 13F RVW Wealth, LLC 22 329 0,00 2 776 3,43
2026-05-04 13F First Foundation Advisors 52 056 552,00 6 471 574,77
2026-04-17 13F Charter Trust Co 271 033 13,37 33 692 17,27
2026-05-12 13F Bank of Jackson Hole Trust 16 196 3,24 2 013 6,79
2026-05-14 13F Bank Of Nova Scotia 179 710 0,57 22 340 4,02
2026-05-01 13F BKD Wealth Advisors, LLC 132 246 2,71 16 440 6,24
2026-04-08 13F Canandaigua National Corp 8 634 1 073
2026-04-10 13F Northside Capital Management, LLC 57 536 1 721,91 7 152 1 787,07
2026-04-15 13F Fluent Financial, LLC 30 837 0,43 4 065 10,14
2026-04-16 13F Balboa Wealth Partners 4 698 9,56 584 13,40
2026-04-22 13F Sylvest Advisors, LLC 94 929 1,25 11 801 4,72
2026-04-20 13F Fiduciary Alliance LLC 193 386 18,90 25 577 30,86
2026-05-12 13F First Western Trust Bank 30 391 0,40 3 778 3,85
2026-04-14 13F Palisade Asset Management, LLC 40 511 1,56 5 036 5,05
2026-01-16 13F Trust Co Of Vermont 174 789 4,38 21 006 5,57
2026-05-05 13F NerdWallet Wealth Partners, LLC 16 140 53,57 2 006 58,95
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 63 955 6,27 7 950 9,93
2026-04-17 13F Union Savings Bank 24 558 3,25 3 053 6,79
2026-04-27 13F Prasad Wealth Partners, LLC 1 939 7,01 241 11,06
2026-05-04 13F Optima Capital Llc 32 734 18,61 4 069 22,71
2026-05-13 13F LM Advisors LLC 243 3,40 2 0,00
2026-05-04 13F SJA Financial Advisory, LLC 9 831 0,14 1 222 3,65
2026-05-07 13F Crewe Advisors LLC 173 848 17,55 21 611 21,58
2026-04-27 13F Baer Investment Advisory LLC 156 215 19 419
2026-04-08 13F Lynch & Associates/in 60 798 2,39 7 558 5,90
2026-05-07 13F Hopwood Financial Services, Inc. 57 737 0,76 7 177 4,23
2026-02-05 13F Maxele Advisors, LLC 12 723 0,02 1 529 1,19
2026-05-06 13F Avalon Trust Co 1 030 1 484,62 128 1 728,57
2026-04-21 13F Mesirow Financial Investment Management, Inc. 1 568 315 44,05 194 962 49,00
2026-04-03 13F Global Wealth Strategies & Associates 923 44,22 115 50,00
2026-04-08 13F Post Resch Tallon Group Inc. 34 152 5,03 4 271 9,32
2026-04-23 13F Kagan Cocozza Asset Management 30 292 2,29 3 766 5,82
2026-04-24 13F Mann Financial Group, Inc. 19 937 12,43 2 478 16,28
2026-05-18 13F Tanaka Capital Management Inc 220 216 132,15 3
2026-05-11 13F Emerald Investment Advisers, LLC 10 017 1 245
2026-05-04 13F Inlight Wealth Management, LLC 200 446 14,35 21 670 20,87
2026-05-12 13F Stephenson & Company, Inc. 59 536 2,90 7 401 6,43
2026-04-28 13F Belpointe Asset Management LLC 145 957 21,88 18 144 26,07
2026-04-15 13F Cypress Financial Planning Llc 17 091 6,28 2 125 8,59
2026-05-08 13F Addison Advisors LLC 1 122 6,35 140 10,32
2026-05-08 13F Vanguard Advisers Inc 8 050 1 001
2026-04-16 13F Clark Asset Management, LLC 4 918 10,24 611 13,99
2026-04-13 13F Chesley Taft & Associates LLC 370 115 1,31 46 009 4,79
2026-04-14 13F Rf&l Wealth Management, Llc 7 489 2,39 931 5,92
2026-05-11 13F Chilton Capital Management Llc 942 175,44 117 185,37
2026-05-11 13F First Financial Bankshares Inc 230 047 0,36 28 597 3,81
2026-04-15 13F Parsons Capital Management Inc/ri 31 943 2,34 3 971 5,84
2026-02-10 13F Vantus Wealth LLC 4 430 532
2026-05-13 13F Caitlin John, LLC 1 254 0,80 156 4,03
2026-04-20 13F BTC Capital Management, Inc. 4 180 24,74 520 29,10
2026-05-14 13F Gwn Securities Inc. 5 058 3,46 629 6,98
2026-04-20 13F Apella Capital, LLC 86 588 6,30 11 723 19,76
2026-04-17 13F Summit Wealth Partners, LLC 33 034 21,48 4 107 25,68
2026-02-17 13F SageView Advisory Group, LLC 43 330 11,83 5 207 13,10
2026-05-08 13F Endowment Wealth Management, Inc. 30 638 2,18 3 809 5,69
2026-05-15 13F Quantinno Capital Management LP 84 031 6,92 10 446 10,59
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 9 397 344,93 1 168 361,66
2026-01-16 13F Oldfather Financial Services, LLC 2 261 272
2026-04-15 13F Gradient Capital Advisors, LLC 6 329 0,02 787 3,42
2026-04-23 13F North Star Investment Management Corp. 4 689 0,02 583 3,37
2026-05-08 13F Russell Investments Group, Ltd. 18 527 11,56 2 303 15,44
2026-04-21 13F Stokes Capital Advisors, LLC 6 282 1,31 781 4,70
2026-05-19 13F/A Eley Financial Management, Inc 30 451 1,47 3 785 4,96
2026-05-29 13F Krane Financial Solutions LLC 2 665 331
2026-04-27 13F Cape Ann Savings Bank 42 547 32,81 5 289 37,41
2026-04-30 13F Verdence Capital Advisors LLC 27 054 4,54 3 363 8,14
2026-04-14 13F Shrier Wealth Management, Llc 55 446 8,74 6 892 12,49
2026-04-22 13F Sendero Wealth Management, LLC 9 163 1,98 1 139 5,56
2026-04-21 13F Beaumont Asset Management, L.L.C. 1 617 201
2026-05-08 13F King Luther Capital Management Corp 3 889 1,59
2026-04-17 13F United Advisor Group, LLC 33 302 12,35 4 140 16,20
2026-05-08 13F HORAN Wealth, LLC 279 520 100,00 33 636 100,26
2026-04-16 13F Kure Advisory, LLC 84 956 3,51 10 561 7,07
2026-05-14 13F Vident Advisory, LLC 4 044 4,79 503 8,42
2026-05-05 13F Steel Peak Wealth Management LLC 3 808 77,20 473 83,33
2026-05-28 13F Cozad Asset Management Inc 50 261 17,74 6 248 21,77
2026-05-06 13F Meridian Wealth Management, LLC 58 352 4,02 7 253 7,56
2026-05-07 13F FourThought Financial Partners, LLC 25 169 12,54 3 129 16,41
2026-04-13 13F IFP Advisors, Inc 106 859 2,78 13 284 6,31
2026-04-16 13F Evolve Private Wealth, Llc 6 494 8,65 807 12,40
2026-04-28 13F Meridian Investment Counsel Inc. 12 518 2,04 1 556 5,56
2026-04-21 13F Mayport, Llc 16 367 492,58 2 035 514,50
2026-05-29 13F Keel Point, LLC 76 511 4,45 9 511 8,04
2026-04-28 13F Lansing Street Advisors 10 183 0,16 1 266 3,60
2026-04-28 13F Southern Michigan Bank & Trust 502 62
2026-05-14 13F Venture Visionary Partners LLC 125 090 1,28 15 550 4,47
2026-05-15 13F FIL Ltd 72 039 8 955
2026-04-30 13F Conning Inc. 391 664 3,19 48 688 6,73
2026-05-06 13F Astra Wealth Partners LLC 22 121 5,62 2 750 9,22
2026-05-21 13F Essential Partners LLC 1 494 5,51 186 8,82
2026-02-13 13F Nicolet Advisory Services, Llc 4 724 21,28 598 29,78
2026-05-08 13F Gen-Wealth Partners Inc 1 678 0,18 209 3,48
2026-04-16 13F Ironwood Financial, llc 134 483 1,81 16 718 0,01
2026-05-14 13F Rockefeller Capital Management L.P. 1 765 464 10,88 219 465 14,69
2026-05-12 13F Circle Wealth Management, LLC 2 289 104 0,00 284 558 3,44
2026-05-13 13F Lloyd Advisory Services, LLC. 1 134 126,80 141 135,00
2026-05-01 13F Pittenger & Anderson Inc 207 943 4,36 25 849 7,95
2026-05-14 13F Sentinel Advisory Group, LLC 6 913 859
2026-04-08 13F WealthCare Investment Partners, LLC 31 216 0,94 3 904 4,02
2026-05-04 13F Copia Wealth Management 3 031 6,16 377 9,62
2026-04-30 13F Yukon Wealth Management, Inc. 5 425 0,02 674 −3,85
2026-04-09 13F Wedmont Private Capital 41 413 3,58 5 377 8,69
2026-05-14 13F Bank Of Hawaii 2 045 254
2026-04-15 13F Code Waechter LLC 1 646 205
2026-04-27 13F Pensionmark Financial Group, Llc 262 960 7,45 32 689 11,14
2026-04-23 13F Accurate Wealth Management, LLC 17 209 5,73 2 241 8,90
2026-05-01 13F Associated Banc-corp 56 591 1,03 7 035 4,50
2026-05-13 13F Hirtle Callaghan & Co LLC 2 890 4,67 359 8,46
2026-05-01 13F Trifecta Capital Advisors, LLC 204 747 11,60 25 452 15,43
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 59 942 1,06 7 451 4,53
2026-04-21 13F Creekside Partners 5 920 0,02 736 3,38
2026-05-05 13F Advisory Advocates, LLC 1 639 204
2026-05-12 13F Invesco Ltd. 5 698 0,67 708 4,12
2026-04-28 13F Golden State Equity Partners 26 098 174,34 3 244 183,81
2026-05-12 13F WCG Wealth Advisors LLC 39 140 11,03 4 866 14,85
2026-05-08 13F Reicon Wealth Advisors, Llc 236 555,56 29 625,00
2026-04-29 13F Seelaus Asset Management LLC 3 031 15,82 377 19,75
2026-05-08 13F Rik Saylor Financial, Inc. 12 863 0,01 1 599 3,50
2026-04-08 13F Brady Family Wealth, Llc 13 963 4,13 1 736 7,70
2026-04-09 13F Diversified Management Inc 98 942 1,63 12 299 5,12
2026-05-12 13F Ellis Investment Partners, LLC 83 663 3,13 10 400 6,68
2026-05-05 13F Navigation Group, LLC 6 260 778
2026-04-17 13F RFG Advisory, LLC 81 352 13,82 10 113 17,73
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 2 277 11,89 283 15,98
2026-05-13 13F Archvest Wealth Advisors, Inc. 1 643 204
2026-05-06 13F 71 West Capital Partners 8 838 93,48 1 099 100,36
2026-04-08 13F Asempa Wealth Advisors 3 500 0,09 437 4,05
2026-04-23 13F Drucker Wealth 3.0, LLC 1 707 0,12 212 3,92
2026-05-14 13F Catalytic Wealth RIA, LLC 18 462 1,13 2 295 4,61
2026-04-16 13F Brookstone Capital Management 49 466 11,96 6 149 15,82
2026-04-29 13F Nicholas Hoffman & Company, LLC. 4 404 42,85 547 47,84
2026-04-21 13F Gilpin Wealth Management, Llc 847 11,89 105 16,67
2026-05-13 13F Cetera Investment Advisers Put 300 50,00 1
2026-05-13 13F Cetera Investment Advisers 2 889 255 1,45 359 163 4,94
2026-04-28 13F Whittier Trust Co Of Nevada Inc 326 376 12,76 41 159 14,01
2026-05-19 13F Winnow Wealth Llc 1 979 842,38 246 880,00
2026-04-13 13F Kelly Financial Services LLC 4 721 39,30 587 43,98
2026-04-27 13F Capital Advisors Inc/ok 236 458 4,18 29 394 7,77
2026-05-11 13F Montis Financial, LLC 24 087 2,09 2 994 5,61
2026-05-08 13F Urban Financial Advisory Corp 296 544 573,95 36 863 597,24
2026-05-15 13F Dimension Capital Management Llc 226 915 23,15 28 208 27,39
2026-05-08 13F Buck Wealth Strategies, LLC 82 644 3,48 10 274 7,04
2026-02-20 13F SB Capital Management Inc 11 760 1 413
2026-04-08 13F Whitcomb & Hess, Inc. 174 606 2,07 21 705 0,29
2026-05-08 13F/A JPL Wealth Management, LLC 891 111
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 14 813 726,62 1 841 756,28
2026-05-12 13F Chapman Financial Group, Llc 698 11,15 87 14,67
2026-05-26 13F Serenity Investment Advisors 4 719 648
2026-05-12 13F Creative Planning 1 256 876 0,04 156 242 3,47
2026-05-14 13F 3 Factor Indexing, Llc 1 395 173
2026-05-13 13F Pioneer Family Office, LLC 120 0,84 15 0,00
2026-04-22 13F Smallwood Wealth Investment Management, LLC 123 15
2026-04-27 13F GDS Wealth Management 5 147 10,74 640 14,52
2026-04-30 13F KLCM Advisors, Inc. 6 713 6,93 834 10,61
2026-04-14 13F Juncture Wealth Strategies, Llc 2 662 1,60 331 5,10
2026-04-24 13F APCM Wealth Management for Individuals 276 648 9,17 34 390 12,92
2026-05-11 13F HBK Sorce Advisory LLC 64 399 0,90 8 910 5,78
2026-04-20 13F KFA Private Wealth Group, LLC 91 560 1,16 11 382 4,63
2026-05-04 13F WP Advisors, LLC 13 734 0,40 1 707 3,90
2026-04-24 13F Charter Oak Capital Management, LLC 4 642 11,13 577 14,94
2026-05-05 13F Midwest Professional Planners, LTD. 22 969 3,07 2 855 6,61
2026-04-21 13F Tritonpoint Wealth, Llc 31 384 5,01 3 901 8,63
2026-04-21 13F Merkkuri Wealth Advisors LLC 95 12
2026-04-28 13F Bfsg, Llc 3 688 23,80 458 27,93
2026-05-07 13F First Command Advisory Services, Inc. 6 512 927 0,67 809 622 4,12
2026-04-22 13F Rainey & Randall Investment Management Inc. 3 107 5,32 386 9,04
2026-04-08 13F Lpwm Llc 5 692 4,73 708 8,27
2026-04-20 13F Tranquility Partners, LLC 19 180 4,13 2 384 7,73
2026-04-24 13F Wealth Care LLC 81 240 10 099
2026-04-10 13F Cooke Wealth Management, LLC 41 937 1,91 5 213 −0,42
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 286 877 91,35 35 662 97,93
2026-05-14 13F Betterment LLC 46 859 14,86 6 25,00
2026-05-15 13F Evelyn Partners Asset Management Ltd 357 44
2026-05-13 13F Heron Bay Capital Management 11 262 205,29 1 400 215,80
2026-05-14 13F Empower Advisory Group, LLC 51 298 9,98 6 377 13,76
2026-04-30 13F Hsbc Holdings Plc 206 198 13,20 25 632 17,09
2026-04-22 13F Jim Saulnier & Associates, Llc 1 830 0,11 227 3,65
2026-05-14 13F Simplex Trading, Llc 117 15
2026-05-14 13F Northern Trust Corp 9 555 089 1,21 1 187 793 4,69
2026-05-15 13F Port Capital LLC 10 655 6,41 1 325 10,06
2026-05-11 13F Financial Perspectives, Inc 5 060 3,01 629 6,61
2026-04-17 13F Swp Financial Llc 17 560 2,05 2 183 5,56
2026-04-21 13F Tassel Capital Management, Inc. 4 527 0,24 563 3,69
2026-05-01 13F Rossmore Private Capital 84 112 0,10 10 456 3,54
2026-04-28 13F Robertson Stephens Wealth Management, LLC 136 932 53,52 17 022 58,80
2026-02-12 13F CIBC Private Wealth Group, LLC 246 674 60,11 29 645 61,93
2026-05-13 13F Ameritas Investment Partners, Inc. 50 586 16,88 6 288 20,90
2026-04-30 13F First National Bank & Trust Co Of Newtown 9 179 0,92 1 141 4,39
2026-04-29 13F Cahaba Wealth Management, Inc. 477 743 3,63 59 388 7,19
2026-04-17 13F Burns J W & Co Inc/ny 86 663 4,43 10 773 8,02
2026-04-23 13F Inman Jager Wealth Management, LLC 13 798 31,02 1 715 35,57
2026-04-27 13F Truist Financial Corp 4 917 393 5,88 611 281 9,52
2026-05-15 13F Change Path, LLC 47 509 19,34 5 906 23,43
2026-05-07 13F Oak Harbor Wealth Partners, Llc 61 540 1,67 7 650 5,17
2026-05-15 13F Okabena Investment Services Inc 28 477 7,33 3 540 11,01
2026-04-08 13F Miracle Mile Advisors, LLC 145 288 135,51 18 061 143,59
2026-05-06 13F May Hill Capital, LLC 71 758 4,72 8 920 8,32
2026-05-14 13F Sterling Wealth Management, Inc. 2 139 3,18 266 6,43
2026-05-11 13F Aprio Wealth Management, LLC 10 146 137,39 1 261 −6,18
2026-04-29 13F Garner Asset Management Corp 3 705 0,11 461 3,60
2026-05-11 13F Allstate Corp 142 007 2 740,14 17 653 2 842,00
2026-04-17 13F CENTRAL TRUST Co 76 656 2,29 9 529 5,81
2026-05-08 13F United Financial Planning Group LLC 58 924 3,89 7 325 7,45
2026-05-12 13F Kovack Advisors, Inc. 33 769 73,36 4 203 79,57
2026-04-23 13F Summit Wealth Group Llc / Co 8 686 414,27 1 080 434,16
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 320 983 6,27 39 901 9,93
2026-04-13 13F Newman Dignan & Sheerar, Inc. 25 869 11,94 3 216 15,77
2026-04-28 13F GM Advisory Group, Inc. 7 698 32,61 957 37,16
2026-04-30 13F Graetz Wealth LLC 2 953 9,49 367 13,27
2026-05-15 13F Brookmont Capital Management 5 706 0,25 709 3,65
2026-05-11 13F Accent Capital Management, LLC 16 374 2 275
2026-04-21 13F E&G Advisors, LP 4 927 76,85 612 83,23
2026-04-30 13F Mv Capital Management, Inc. 4 666 5,71 580 9,43
2026-05-13 13F Prudential Financial Inc 254 200 15,18 31 600 17,66
2026-04-15 13F Hengehold Capital Management Llc 1 844 229
2026-04-29 13F Cambridge Capital Management, Llc 178 661 1,89 22 209 5,40
2026-05-15 13F Aqr Capital Management Llc 144 679 36,86 17 487 37,65
2026-05-13 13F Forthright Family Wealth Advisory LLC 2 345 259
2026-04-17 13F Novare Capital Management Llc 15 968 1 985
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 1 562 1,30 194 4,86
2026-05-11 13F Camden Capital, LLC 123 799 66,11 15 389 71,81
2026-05-12 13F Summit Trail Advisors, Llc 101 203 6,93 12 581 10,60
2026-05-07 13F TCTC Holdings, LLC 89 824 1,45 11 166 4,93
2026-05-01 13F Granite Bay Wealth Management, LLC 171 893 2,72 21 353 6,18
2026-05-13 13F Aureus Asset Management, LLC 2 674 332
2026-05-12 13F Garrison Point Advisors, Llc 35 217 2,68 4 378 6,21
2026-05-14 13F Marble Wealth, LLC 71 522 7,09 8 891 10,77
2026-05-14 13F Miller Capital Partners, Inc. 7 591 1,65 944 5,13
2026-02-13 13F LFG Wealth Partners, LLC 12 928 1 554
2026-05-06 13F Greenwood Gearhart Inc 3 876 482
2026-05-01 13F Johnson Investment Counsel Inc 541 795 9,53 67 351 13,30
2026-04-22 13F Western Financial Corp/CA 1 660 206
2026-05-18 13F Centaurus Financial, Inc. 30 263 1,63 4 0,00
2026-05-07 13F Tidemark, LLC 1 630 526,92 203 551,61
2026-05-15 13F DT Investment Partners, LLC 1 305 162
2026-05-12 13F Wescott Financial Advisory Group, LLC 39 973 2,70 4 969 6,24
2026-04-10 13F AssuredPartners Investment Advisors, LLC 10 398 8,27 1 311 13,60
2026-05-08 13F Truepoint, Inc. 6 274 3,31 780 6,86
2026-05-11 13F GenWealth Group, Inc. 2 032 18,41 253 18,31
2026-06-02 13F Blue Edge Capital, LLC 6 062 199,36 754 209,88
2026-05-14 13F Synergy Investment Management, LLC 3 197 3,90 397 7,59
2026-04-17 13F Fifth Third Wealth Advisors LLC 294 296 0,38 36 584 3,83
2026-05-05 13F LOM Asset Management Ltd 20 226 2,39 2 514 5,90
2026-05-05 13F Bluedoor Private Wealth, Llc 4 052 14,24 504 18,08
2026-05-13 13F Clear Wave Wealth Management Llc 13 934 1 732
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 63 421 1,53 7 884 5,01
2026-05-11 13F MCF Advisors LLC 362 222 7,46 45 028 11,16
2026-04-03 13F Hickory Point Bank & Trust 2 901 15,67 361 19,60
2026-05-13 13F Archetype Wealth Partners 149 126 5,81 19 12,50
2026-05-04 13F Envestnet Asset Management Inc 17 886 533 9,46 2 223 475 13,22
2026-04-15 13F Norden Group Llc 3 147 5,67 391 9,52
2026-04-16 13F Telos Capital Management, Inc. 58 200 1,76 7 235 5,25
2026-05-05 13F Nolet Wealth Management, LLC 11 956 43,94 1 486 48,90
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 4 210 0,38 523 3,77
2026-04-24 13F My Purposeful Wealth Corp. 6 507 177,13 809 186,52
2026-04-14 13F Plancorp, LLC 18 373 2,03 2 392 10,54
2026-04-29 13F Navalign, LLC 166 187 0,34 20 659 3,79
2026-04-30 13F Kestra Advisory Services, LLC 793 097 13,53 98 590 17,43
2026-05-13 13F Visionary Wealth Advisors 30 269 5,45 3 763 9,08
2026-05-06 13F Redmond Asset Management, LLC 2 955 1,90 367 5,46
2026-05-20 13F TrueWealth Financial Partners 2 590 322
2026-05-07 13F Harbor Advisory Corp /ma/ 98 493 25,14 12 244 29,45
2026-04-15 13F Seacrest Wealth Management, Llc 3 837 0,52 477 0,85
2026-04-22 13F Stone House Investment Management, LLC 825 4,04 103 7,37
2026-05-13 13F Marex Group plc 5 237 5,41 651 9,05
2026-05-01 13F Oakwell Private Wealth Management, LLC 235 502 6,55 29 275 10,21
2026-04-27 13F Jamison Private Wealth Management, Inc. 16 308 3,08 2 027 6,63
2026-05-11 13F Madden Advisory Services, Inc. 32 088 0,69 3 989 4,15
2026-04-10 13F Abound Wealth Management 468 114 5,31 58 191 8,92
2026-04-27 13F Portland Financial Advisors Inc 3 508 8,67 436 12,66
2026-04-22 13F Harbor Asset Planning, Inc. 3 159 0,22 393 3,70
2026-05-05 13F Landing Point Financial Group, LLC 5 091 1,72 633 5,16
2026-04-13 13F Amplius Wealth Advisors, LLC 336 052 2,71 41 775 6,24
2026-04-30 13F Ramsay, Stattman, Vela & Price, Inc. 16 605 8,42 2 064 12,17
2026-04-16 13F Sheets Smith Wealth Management 38 640 1,70 4 803 5,19
2026-04-13 13F Stockman Wealth Management, Inc. 379 279 4,20 47 148 7,79
2026-05-11 13F CAPROCK Group, Inc. 18 468 8,89 2 296 12,61
2026-05-01 13F Fifth Third Bancorp 3 216 342 56,34 399 823 61,71
2026-05-04 13F Calamos Advisors LLC 312 473 2 619,05 38 844 2 712,67
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 32 096 0,76 3 990 4,21
2026-05-01 13F/A Lodestone Wealth Management LLC 1 233 0,16 153 4,08
2026-05-12 13F CBM Financial, LLC 50 822 6,80 6 919 10,85
2026-04-24 13F American Institute for Advanced Investment Management, LLP 5 804 4,13 722 7,77
2026-04-27 13F 4wealth Advisors, Inc. 3 171 11,69 383 12,32
2026-04-23 13F Fairway Wealth LLC 141 139 0,99 17 543 4,45
2026-05-04 13F Magnolia Capital Management Ltd 37 446 13,96 5 33,33
2026-05-12 13F Laurel Wealth Advisors LLC 128 712 2,50 17 807 18,01
2026-05-04 13F Cornerstone Advisory, LLC 183 117 5,19 22 763 8,81
2026-04-30 13F Mosaic Family Wealth Partners, Llc 2 560 318
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 302 697 3,34 37 628 6,89
2026-05-14 13F Swf Llc 627 654 4,74 77 968 8,26
2026-04-20 13F Fairvoy Private Wealth, LLC 14 363 1 786
2026-05-07 13F Green Square Capital Advisors Llc 8 432 1,15 1 048 4,70
2026-04-01 13F First Financial Bank - Trust Division 340 669 8,01 42 349 11,72
2026-05-14 13F Rhodes Investment Advisors Inc /adv 2 316 11,78 288 15,26
2026-04-15 13F DAVENPORT & Co LLC 108 403 4,41 13 476 8,00
2026-05-12 13F Tocqueville Asset Management L.p. 11 455 7,00 1 424 10,65
2026-05-14 13F Providence Capital Advisors, LLC 30 319 17,14 3 769 21,19
2026-04-17 13F Guyasuta Investment Advisors Inc 4 587 7,68 570 11,55
2026-04-29 13F First Interstate Bank 679 701 0,71 84 494 4,17
2026-04-09 13F Sanders Morris Harris Llc 2 306 287
2026-05-15 13F Carret Asset Management, Llc 1 934 1,36 240 4,80
2026-05-07 13F Ironwood Investment Counsel, LLC 4 061 2,97 505 6,33
2026-04-23 13F Catalina Capital Group, LLC 1 945 0,15 242 3,43
2026-05-12 13F TD Waterhouse Canada Inc. 104 763 118,50 13 071 126,83
2026-05-14 13F Guardian Asset Advisors, LLC 18 848 459,79 2 343 479,70
2026-05-12 13F Baldwin Investment Management, LLC 14 919 0,95 1 855 4,39
2026-05-08 13F Summit Asset Management, LLC 176 664 1,40 21 961 4,89
2026-05-12 13F Hrc Wealth Management, Llc 10 804 6,12 1 343 9,81
2026-05-15 13F Ancora Advisors, LLC 141 069 2,58 17 536 6,11
2026-05-15 13F Tower Research Capital LLC (TRC) 40 400,00 5
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 3 606 4,83 448 8,47
2026-04-20 13F YANKCOM Partnership 28 245 3,66 3 511 7,24
2026-04-23 13F TFC Financial Management 13 668 6,74 1 699 10,47
2026-04-22 13F Harrell Investment Partners, Llc 5 868 67,13 729 72,75
2026-05-11 13F First National Bank Of Omaha 75 362 11,20 9 188 11,79
2026-05-14 13F Riverview Capital Advisers, LLC 3 510 436
2026-05-07 13F Rachor Investment Advisory Services, LLC 2 0
2026-04-16 13F Park National Corp /oh/ 408 51
2026-04-27 13F Albion Financial Group /ut 282 568 0,31 35 126 3,76
2026-05-06 13F Frontier Asset Management, LLC 359 157 1,79 44 647 5,29
2026-04-24 13F Clarity Wealth Advisors, LLC 3 960 2,43 492 6,03
2026-04-07 13F Alpha Omega Wealth Management LLC 9 733 0,11 1 210 3,51
2026-05-13 13F NewEdge Wealth, LLC 131 858 5,20 16 391 8,82
2026-05-15 13F Goldman Sachs Group Inc 6 588 309 13,16 818 993 17,04
2026-05-15 13F National Bank Of Canada /fi/ 48 413 4,57 6 018 8,18
2026-04-24 13F Stock Yards Bank & Trust Co 12 851 13,42 1 598 17,34
2026-04-28 13F Stratos Wealth Partners, LTD. 449 904 2,39 55 928 5,90
2026-05-13 13F Signature Equity Partners, LLC 1 774 2,42 221 5,77
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 377 629 46 943
2026-04-24 13F Zwj Investment Counsel Inc 10 745 6,02 1 336 9,70
2026-05-06 13F Kera Capital Partners, Inc. 2 080 0,10 259 −2,27
2026-05-15 13F Morgan Stanley 18 233 380 0,94 2 266 592 4,41
2026-05-11 13F COFG Advisors, LLC 6 929 24,42 861 28,70
2026-04-13 13F Highland Capital Management, Llc 3 093 1,64 384 5,21
2026-04-29 13F Marino, Stram & Associates Llc 110 136 0,03 13 691 3,48
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 458 679 9,42 57 018 13,18
2026-04-13 13F Cyndeo Wealth Partners, LLC 5 285 1,13 657 4,46
2026-05-12 13F Vickerman Investment Advisors, Inc. 35 694 2,50 4 437 6,02
2026-04-14 13F Twin Cities Retirement Group LLC 76 556 5,42 9 517 9,04
2026-04-07 13F Boltwood Capital Management 56 962 0,60 7 081 4,06
2026-05-14 13F Lgl Partners, Llc 134 868 2,25 16 765 5,77
2026-05-13 13F Dickmeyer Boyce Financial Management, Inc. 1 915 238
2026-05-15 13F Wealth Architects, LLC 506 007 1,90 62 902 5,40
2026-03-12 13F Farmers National Bank 2 334 4,76 280 6,06
2026-05-08 13F Cm Wealth Advisors Llc 22 454 0,13 2 791 3,60
2026-05-13 13F Hudock, Inc. 276 410 2,06 34 361 5,56
2026-04-14 13F Drive Wealth Management, Llc 63 207 7,84 7 857 11,56
2026-05-13 13F NFP Retirement, Inc. 175 565 15,28 21 825 19,24
2026-04-09 13F Clarity Capital Advisors, LLC 2 760 0,15 343 3,63
2026-05-01 13F Sovran Advisors, LLC 3 752 6,74 514 13,47
2026-04-09 13F Somnio Financial Group, LLC 92 508 1,17 11 500 4,64
2026-05-08 13F Firestone Capital Management 11 586 5,84 1 440 9,51
2026-05-05 13F Fisher Asset Management, LLC 13 326 17,06 1 657 21,05
2026-05-15 13F Alliancebernstein L.p. 526 010 2,56 63 216 2,56
2026-05-12 13F Awm Capital, Llc 13 809 0,01 1 717 3,44
2026-05-16 13F Sunbelt Securities, Inc. 80 619 37,02 10 022 41,74
2026-05-15 13F Armis Advisers, LLC 16 447 3,26 2 225 16,01
2026-04-28 13F Parthenon Llc 56 117 0,27 6 976 3,70
2026-04-09 13F Rockingstone Advisors LLC 2 705 7,98 336 11,63
2026-05-21 13F Vestor Capital, Llc 29 901 3 709,04 4 0,00
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 90 584 0,22 11 261 3,65
2026-04-28 13F Golden State Wealth Management, LLC 26 161 5,60 3 252 9,24
2026-05-07 13F Madison Asset Management, LLC 260 463 4,46 32 378 8,05
2026-05-14 13F Camarda Financial Advisors, LLC 7 682 1,84 955 5,41
2026-04-10 13F Quaker Wealth Management, LLC 457 0,22 57 3,70
2026-04-15 13F Silverlake Wealth Management Llc 41 771 4,66 5 193 8,26
2026-04-24 13F Livet Wealth, LLC 6 258 1,21 778 4,58
2026-05-15 13F Whalerock Point Partners, Llc 4 439 0,02 552 3,38
2026-05-11 13F Td Asset Management Inc 56 038 6,73 6 966 10,40
2026-05-13 13F Fsb Premier Wealth Management, Inc. 2 188 3,80 272 7,51
2026-05-11 13F High Note Wealth, LLC 1 740 2,35 216 5,88
2026-04-10 13F Winebrenner Capital Management Llc 16 071 11,83 1 998 15,63
2026-05-11 13F Partners in Financial Planning 3 217 40,05 400 44,57
2026-05-01 13F Guardian Wealth Advisors, LLC 1 987 0,10 247 3,36
2026-05-04 13F Conservest Capital Advisors, Inc. 212 417 42,37 26 406 47,27
2026-05-13 13F Garden State Investment Advisory Services LLC 2 609 0,08 325 3,51
2026-04-13 13F True Wealth Design, LLC 1 078 3 070,59 134 3 250,00
2026-05-04 13F Chicago Partners Investment Group LLC 157 122 2,75 21 309 8,79
2026-04-21 13F Hudson Oak Wealth Advisory LLC 16 411 6,84 2 040 10,57
2026-04-16 13F Rockland Trust Co 12 192 0,68 1 516 4,12
2026-05-07 13F Cannon Capital Management, Inc. 80 160 18,19 9 965 22,24
2026-05-07 13F Francis Financial, Inc. 122 979 4,42 15 288 8,01
2026-05-07 13F Next Capital Management LLC 49 749 5,91 6 184 9,55
2026-04-22 13F BigSur Wealth Management LLC 5 915 65,92 735 71,73
2026-05-14 13F Pinnacle Financial Partners, Inc. 398 964 1,85 49 597 5,35
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 167 681 2,31 20 844 5,83
2026-05-15 13F North Berkeley Wealth Management, LLC 69 130 8,85 8 594 12,59
2026-04-28 13F Fortis Capital Advisors, LLC 141 117 27,93 17 542 32,32
2026-05-15 13F Gotham Asset Management, LLC 116 414 12,29 14 471 16,15
2026-04-28 13F McGuire Investment Group, LLC 100 274 0,03 12 465 3,47
2026-05-14 13F MRP Capital Investments, LLC 40 386 2,76 5 020 6,29
2026-04-30 13F SkyOak Wealth, LLC 68 485 1,93 8 513 5,44
2026-05-14 13F PlanVest Financial, Inc 895 111
2026-04-15 13F Trust Co Of Toledo Na /oh/ 27 612 0,92 3 432 4,38
2026-04-13 13F Chris Bulman Inc 2 327 5,25 289 9,06
2026-05-07 13F Cassaday & Co Wealth Management LLC 9 235 2,38 1 148 5,91
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 6 167 767
2026-05-04 13F 1st Source Bank 213 558 4,40 26 547 7,98
2026-04-14 13F Nova Wealth Management, Inc. 657 284,21 82 305,00
2026-05-11 13F Rossby Financial, LCC 5 069 34,46 633 39,74
2026-04-13 13F Breachway Investments LLC 1 845 0,38 230 4,55
2026-04-15 13F Roan Capital Partners 6 049 752
2026-04-16 13F BCO Wealth Management LLC 1 744 217
2026-05-05 13F Sherry Group, Inc. 9 878 0,01 1 228 2,16
2026-05-06 13F Bartlett & Co. Wealth Management Llc 603 244 21,86 82 144 38,07
2026-04-27 13F Integrity Wealth Partners, LLC 7 569 941
2026-04-23 13F Impact Partnership Wealth, LLC 1 890 235
2026-05-04 13F Concentrum Wealth Management 5 349 28,67 665 33,07
2026-05-06 13F Quest 10 Wealth Builders, Inc. 21 624 0,62 2 688 4,11
2026-04-29 13F American Capital Advisory, LLC 7 339 0,81 912 4,35
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 813 855 0,76 101 323 4,33
2026-04-22 13F Tru Independence Asset Management 2, Llc 10 882 3,16 1 353 6,71
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 11 325 0,42 1 408 3,84
2026-04-24 13F Fulton Bank, N.a. 17 686 12,05 2 199 15,93
2026-04-24 13F Oakworth Capital, Inc. 456 736 77,39 56 777 83,49
2026-05-08 13F Stelac Advisory Services LLC 4 815 16,70 599 20,81
2026-04-30 13F Mascoma Wealth Management LLC 71 918 3,45 8 940 7,00
2026-05-13 13F Southeast Asset Advisors Inc. 26 021 10,86 3 235 14,68
2026-05-14 13F Bright Financial Advisors, Inc. 92 770 2,77 11 532 6,31
2026-04-15 13F Alhambra Investment Partners LLC 5 368 0,34 667 3,89
2026-04-29 13F Stenger Family Office, LLC 1 889 235
2026-04-07 13F Farmers Trust Co 27 558 5,82 3 426 9,46
2026-05-14 13F Gladstone Institutional Advisory LLC 217 243 3,46 27 006 7,01
2026-05-12 13F Jane Street Group, Llc Put 36 500 74,64 4 537 80,68
2026-05-18 13F Vestwell Advisors, LLC 12 505 11,51
2026-05-12 13F Jane Street Group, Llc 413 238 9 505,72 51 370 9 835,98
2026-04-15 13F Signature Estate & Investment Advisors Llc 41 799 1,38 5 196 4,88
2026-05-08 13F Vanguard National Trust Co 29 118 3 620
2026-04-15 13F Archford Capital Strategies, LLC 2 088 0,24 260 3,60
2026-04-09 13F American National Bank of Texas 4 617 574
2026-04-23 13F Atlas Private Wealth Advisors 1 887 0,16 235 3,54
2026-05-01 13F Towercrest Capital Management 101 461 4,03 12 616 7,61
2026-04-16 13F Westmount Partners, LLC 26 302 0,96 3 270 4,44
2026-05-05 13F Rollins Financial Advisors, LLC 5 541 61,73 689 67,40
2026-05-07 13F Titan Global Capital Management Usa Llc 105 962 11,58 13 172 15,42
2026-04-27 13F S.A. Mason LLC 5 523 24,03 687 28,22
2026-04-30 13F Sonata Capital Group Inc 8 020 3,79 997 7,33
2026-04-23 13F Master's Wealth Management Inc. 2 375 295
2026-05-12 13F Guidance Point Advisors, LLC 126 226 1,32 15 699 4,80
2026-03-09 13F Lifetime Wealth Management P.C. 13 271
2026-05-15 13F Citadel Advisors Llc Call 182 500 72,99 22 687 78,94
2026-05-07 13F Lakeshore Financial Planning, Inc. 40 451 6,92 5 029 10,60
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 1 237 64,93 154 70,00
2026-05-12 13F Tower Bridge Advisors 2 747 341
2026-04-17 13F Elk River Wealth Management, LLC 335 521 0,73 41 709 4,44
2026-02-02 13F Long Run Wealth Advisors, LLC 97 584 1,88 11 728 3,03
2026-04-10 13F Melfa Wealth Management, Llc 4 375 0,51 544 3,82
2026-05-08 13F Glassy Mountain Advisors, Inc. 38 814 0,42 4 825 3,85
2026-04-10 13F Sunflower Bank, N.A. 134 078 0,59 16 667 4,05
2026-05-06 13F Simon Quick Advisors, Llc 10 766 7,39 1 338 11,13
2026-05-11 13F Newport Capital Group, LLC 2 778 0,04 345 3,60
2026-05-19 13F Paragon Private Wealth Management, LLC 55 242 3,66 6 867 7,23
2026-05-05 13F Helium Advisors LLC 8 596 50,94 1 069 56,14
2026-04-21 13F Maltin Wealth Management, Inc. 10 607 3,23 1 319 6,81
2026-05-15 13F Hamilton Capital, LLC 1 615 201
2026-04-29 13F/A Salem Investment Counselors Inc 4 919 0,35 611 3,74
2026-04-30 13F ETF Store, Inc. 6 978 16,57 867 20,58
2026-05-01 13F Wealthspire Advisors, LLC 1 941 060 2,05 241 293 5,56
2026-05-14 13F Novak & Powell Financial Services, Inc. 20 424 0,27 2 539 3,68
2026-04-16 13F Beese Fulmer Investment Management, Inc. 59 175 5,21 7 356 8,82
2026-05-07 13F Sage Financial Group Inc 606 023 2,31 75 335 5,83
2026-05-13 13F 49 Wealth Management, Llc 1 844 7,40 229 11,17
2026-04-21 13F GHP Investment Advisors, Inc. 79 187 1,71 9 844 5,21
2026-04-22 13F Aureum Wealth Management, LLC 33 789 16,96 4 200 20,97
2026-04-27 13F Beacon Financial Advisory LLC 6 567 11,25 816 15,09
2026-05-11 13F Rebalance, Llc 424 530 0,09 52 773 3,53
2026-05-06 13F Sound View Wealth Advisors Group, LLC 8 067 6,07 1 003 9,63
2026-04-20 13F Global Financial Private Client, LLC 1 896 236
2026-04-09 13F Mechanics Bank Trust Department 22 419 14,41 2 787 18,30
2026-04-30 13F Money Concepts Capital Corp 134 376 2,44 16 704 5,97
2026-05-11 13F Mitchell Capital Management Co 3 276 2,34 407 5,99
2026-05-15 13F Victory Capital Management Inc 1 056 586 16,29 131 344 20,29
2026-04-15 13F Retirement Investment Advisors, Inc. 14 162 0,45 1 702 0,47
2026-05-04 13F Camden National Bank 96 096 3,79 11 946 7,35
2026-06-01 13F Foguth Wealth Management, LLC. 2 202 31,78 305 50,99
2026-05-15 13F/A Spears Abacus Advisors LLC 8 930 0,11 1 110 3,54
2026-05-11 13F Sidoxia Capital Management, LLC 2 112 263
2026-05-06 13F Missouri Education Pension Trust 1 216 674 46,55 151 245 51,59
2026-05-13 13F Fortress Private Ledger, Llc 4 148 9,39 516 13,19
2026-04-23 13F Avant Financial Advisors LLC 1 760 4,27 219 7,92
2026-05-04 13F Global View Capital Management LLC 11 531 1 433
2026-04-17 13F Watershed Private Wealth Llc 3 021 3,04 376 6,53
2026-05-15 13F Gw Henssler & Associates Ltd 5 332 24,96 663 29,30
2026-05-15 13F Legacy Capital Wealth Partners, LLC 13 186 10,90 599 30,79
2026-04-01 13F Helen Stephens Group, LLC 5 222 97,50 649 104,73
2026-05-13 13F 17 Capital Partners, Llc 4 368 543
2026-04-21 13F Welch Group, LLC 2 382 0,59 296 4,23
2026-03-12 13F Nalls Sherbakoff Group, Llc 476 57
2026-04-13 13F Affinity Capital Advisors, LLC 18 478 1,42 2 297 4,89
2026-04-29 13F Sunrise Financial Services, LLC 562 28 000,00 70
2026-04-15 13F PW Nova Financial Services LLC 3 411 424
2026-04-17 13F AdvisorNet Financial, Inc 9 456 8,75 1 175 12,55
2026-04-23 13F Fairman Group, LLC 1 594 0,19 198 3,66
2026-05-04 13F King Wealth 206 133 2,69 26 4,17
2026-05-07 13F Vericrest Private Wealth 33 978 2,86 4 224 6,40
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 85 023 0,76 10 569 4,22
2026-04-09 13F Tilia Fiduciary Partners, Inc. 10 741 0,12 1 335 3,57
2026-05-01 13F MY Wealth Management Inc. 2 245 3,94 235 −9,65
2026-04-14 13F Baldwin Brothers Inc/ma 63 191 2 207,93 7 855 2 287,54
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 2 012 2,03 0
2026-05-15 13F Evercore Wealth Management, LLC 33 942 1,34 4 219 4,82
2026-04-08 13F High Point Wealth Management, LLC 85 11
2026-05-14 13F Beacon Investment Advisors Llc 1 619 201
2026-04-27 13F Kelman-Lazarov, Inc. 212 193 1,40 26 378 4,89
2026-05-04 13F Lutz Financial Services LLC 191 849 0,43 23 849 3,88
2026-04-15 13F Rs Crum Inc. 1 773 0,17 220 3,77
2026-05-18 13F Strategic Investment Advisors / MI 2 199 273
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