Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab U.S. Broad Market ETF inkluderar Nicolet Bankshares Inc, Stillwater Private Wealth, LLC, Financial Solutions Advisory Group, Inc., Wealth Care LLC, Seeds Investor Llc, TRB Wealth Management, LLC, 3 Factor Indexing, Llc, Tiaa-cref Individual & Institutional Services, Llc, GM Advisory Group, Inc., NorthCrest Asset Manangement, LLC, Zions Bancorporation, National Association /ut/, Vanguard Advisers Inc, CMH Wealth Management LLC, Encompass More Asset Management, Williams Jones Wealth Management, LLC., Landaas & Co /wi /adv, Roberts Wealth Advisors, LLC, Centric Wealth Management, Summit Wealth Group Llc / Co, och DAVENPORT & Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 141 500 | 3 552 | ||||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 902 377 | 2,32 | 22 650 | −2,09 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 127 149 | 182,01 | 3 191 | 169,97 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 37 413 | 0,03 | 939 | −4,28 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 151 196 | 0,20 | 3 795 | −4,12 | ||||
| 2026-04-21 | 13F | Creekside Partners | 316 124 | 1,87 | 7 935 | −2,52 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 7 790 | 8,59 | 196 | 3,72 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 468 548 | 0,25 | 11 761 | −4,07 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 139 747 | 0,13 | 3 508 | −4,18 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 8 636 | 3,67 | 217 | −0,92 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 313 | 0,32 | 8 | −12,50 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 14 196 | 6,72 | 356 | 2,30 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 112 248 | 1,35 | 2 817 | −3,00 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 326 | ||||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 40 803 | 7,32 | 1 024 | 2,71 | ||||
| 2026-05-08 | 13F | Boulder Wealth Advisors, LLC | 1 617 555 | 1,97 | 40 601 | −2,42 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 54 785 | 0,02 | 1 375 | −4,25 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 126 | 384,62 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 13 055 | 3,60 | 328 | −0,91 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 4 996 510 | 12,17 | 125 243 | 7,18 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 98 431 | 1,48 | 2 471 | −2,91 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 7 672 | 339 | ||||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 10 262 | 0,32 | 258 | −4,10 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 42 749 | 0,27 | 1 073 | −4,11 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 9 620 | 241 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 3 298 | 83 | ||||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 418 685 | 25,29 | 10 509 | 19,89 | ||||
| 2026-05-15 | 13F | Royal Capital Wealth Management, LLC | 18 096 | 0,03 | 454 | −4,22 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 8 127 | 204 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 56 802 | 348,14 | 1 426 | 329,22 | ||||
| 2026-05-07 | 13F | NWK Group, Inc. | 1 897 | 23,02 | 48 | 17,50 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 128 422 | 6,64 | 3 223 | 2,06 | ||||
| 2026-01-29 | 13F | Comerica Bank | 31 877 | 0,61 | 836 | 2,70 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 62 775 | 20,08 | 1 531 | 10,78 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 127 348 | 6,65 | 3 340 | 8,83 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 87 244 | 1,78 | 2 190 | −2,62 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 100 000 | 81,82 | 2 510 | 74,06 | |||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 6 | 0 | ||||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 47 725 | 0,27 | 1 198 | −4,09 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 21 859 | 0,04 | 549 | −4,36 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 470 | 32,02 | 12 | 33,33 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 16 136 | 405 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 731 | −9,42 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 484 717 | 1,33 | 12 166 | −3,04 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 135 393 | 0,07 | 3 398 | −4,23 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 68 100 | 15,42 | 1 709 | 10,47 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 203 364 | 9,19 | 5 104 | 4,48 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 17 178 | 2,62 | 431 | −1,82 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 14 233 | 0,25 | 357 | −4,03 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 118 377 | 8,77 | 28 071 | 4,09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 693 122 | 2,69 | 42 497 | 98 730,23 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 720 616 | 19,17 | 18 902 | 21,57 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 298 | 3,47 | 7 | 0,00 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 205 494 | 3,54 | 5 158 | −0,92 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 17 760 | 1,27 | 446 | −3,26 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 2 584 | 0,27 | 65 | −4,48 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 307 962 | 8 | ||||||
| 2026-04-08 | 13F | Roberts Wealth Advisors, LLC | 21 414 | 538 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 870 816 | 2,74 | 21 639 | −2,68 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 45 170 | 52,85 | 1 134 | 46,19 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1 534 891 | 90,60 | 38 526 | 82,38 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 8 205 | 1,03 | 206 | −3,76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 55 425 | 2,11 | 1 391 | −2,25 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 23 143 | 1,05 | 581 | −3,33 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 110 843 | 0,93 | 2 782 | −3,40 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 116 811 | 36,87 | 2 932 | 30,97 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 19 336 | 28,80 | 485 | 23,41 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13 881 | 0,08 | 348 | −4,13 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 119 640 | 3 003 | ||||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 83 729 | 0,01 | 2 102 | −4,28 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 428 | 11 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 24 122 | 401 933,33 | 605 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 703 309 | 20,79 | 42 753 | 15,59 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 43 563 | 0,28 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 3 869 236 | 6,05 | 97 118 | 1,48 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 10 067 | 0,28 | 253 | −4,18 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 10 591 | 4,44 | 278 | 6,54 | ||||
| 2026-04-23 | 13F | Davidson Kahn Capital Management, LLC | 603 111 | 21,48 | 15 308 | 17,55 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 17 901 | 0,04 | 449 | −4,26 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 3 130 458 | 0,78 | 88 968 | 7,40 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 10 803 | 271 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 71 908 | 0,35 | 1 805 | −3,99 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 119 | 43,37 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 219 | 265,00 | 6 | 400,00 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 16 608 | 417 | ||||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 34 107 | 1,17 | 856 | −4,99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 62 672 | 2,83 | 1 573 | −1,56 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 54 220 | 0,18 | 1 361 | −4,16 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 114 815 | 20,98 | 2 882 | 18,12 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 954 228 | 4,06 | 25 029 | 4,06 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 154 670 | 10,34 | 3 882 | 5,60 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 17 275 | 0,49 | 434 | −3,78 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 26 855 | 5,61 | 674 | 1,20 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 21 739 | 0,51 | 546 | −3,88 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 5 128 | 129 | ||||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 205 | 0,49 | 5 | 0,00 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 19 547 | 0,25 | 491 | −4,11 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 35 020 | 879 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 361 908 | 0,50 | 9 084 | −3,83 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 313 533 | 0,73 | 7 900 | −3,25 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 29 703 | 0,00 | 746 | −4,36 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 54 931 | 3,87 | 1 441 | 5,96 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 14 037 | 0,25 | 352 | −4,09 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 388 | 0,26 | 10 | −10,00 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 2 119 640 | 4,27 | 53 627 | 0,58 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 13 614 | 342 | ||||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 89 541 | 4,63 | 2 247 | 0,13 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 79 529 | 2 014 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 108 801 | 0,45 | 2 731 | −3,87 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 43 778 | 0,01 | 1 099 | −4,36 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 65 645 | 2,59 | 1 648 | −1,85 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 54 537 | 0,58 | 1 369 | −3,80 | ||||
| 2026-04-24 | 13F | United Community Bank | 12 175 | 10,76 | 306 | 5,90 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 36 801 | 16,53 | 924 | 11,47 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 2 395 034 | 4,39 | 60 115 | −0,10 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 302 668 | 2 960,65 | 7 597 | 2 832,82 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 2 763 | 0,14 | 69 | −4,17 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 445 949 | 4,67 | 11 697 | 6,79 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 725 | 0,28 | 18 | 0,00 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 18 953 | 3,45 | 476 | −1,04 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 7 554 | 25,90 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 27 845 | 5,47 | 699 | 0,87 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 26 851 | 0,16 | 674 | −4,27 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2 680 611 | 0,16 | 67 283 | −4,15 | ||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 10 169 | 255 | ||||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 11 705 | 14,42 | 294 | 9,33 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 31 570 | 1,34 | 792 | −3,06 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 32 707 | 3,96 | 821 | −0,61 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 12 618 | 9,24 | 317 | 4,64 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 136 644 | 0,39 | 3 430 | −3,95 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3 426 | 71,21 | 87 | 65,38 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 37 857 | 2,48 | 950 | −1,86 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 60 | 2 | ||||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 106 388 | 27,74 | 2 670 | 22,25 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 89 859 | 11,55 | 2 255 | 6,77 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 16 620 | 6,40 | 417 | 1,96 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 10 856 | 272 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 88 794 | 2,44 | 2 229 | −1,98 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 6 181 453 | 1,62 | 155 154 | −2,76 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 4 883 | 26,21 | 123 | 20,79 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 18 874 | 19,91 | 474 | 14,81 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 335 409 | 2,65 | 8 419 | −1,77 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 112 371 | 3,24 | 2 821 | −1,23 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 15 411 | 0,28 | 387 | −4,22 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 9 838 | 0,30 | 247 | −4,28 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 297 | 7 | ||||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 31 284 | 0,11 | 785 | −4,15 | ||||
| 2026-05-12 | 13F | Callahan Advisors, LLC | 86 689 | 12,25 | 2 176 | 7,41 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 25 092 | 7,52 | 630 | 2,78 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 555 911 | 0,70 | 13 953 | −3,64 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 22 077 | 0,93 | 554 | −3,32 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 39 079 | 1,03 | 981 | −3,35 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 53 | 1 | ||||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 19 212 | 0,04 | 482 | −4,17 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 47 004 | 0,28 | 1 180 | −4,07 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 103 898 | 64,16 | 2 608 | 57,05 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 4 017 868 | 4,43 | 100 848 | −0,07 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 48 801 | 36,94 | 1 225 | 31,05 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 9 017 | 4,46 | 226 | 0,00 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 15 289 | 0,08 | 384 | −4,25 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 55 500 | 3,65 | 1 393 | −0,78 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 14 746 | 0,11 | 370 | −4,40 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 120 960 | 4,33 | 3 036 | −0,16 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1 195 | 30 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 8 967 340 | 3,89 | 225 081 | −0,59 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 963 | 24 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 11 953 | 0,34 | 300 | −3,85 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 522 955 | 1,47 | 13 126 | −4,18 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 10 199 | 0,06 | 256 | −4,49 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 103 | 25,10 | 53 | 18,18 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 11 856 | 3,51 | 298 | −1,00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 143 455 | 14,38 | 3 601 | 9,46 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 344 957 | 2,23 | 8 658 | −2,17 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 5 210 739 | 2,36 | 130 790 | −2,05 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 339 416 | 3,40 | 8 519 | −1,05 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 846 394 | 5,94 | 21 245 | 2,30 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 15 294 | 0,31 | 384 | −4,01 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 121 178 | 29,15 | 3 042 | 23,57 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 103 050 | 1,88 | 2 587 | −2,53 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 14 706 | 0,28 | 369 | −3,91 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 68 076 | 87,29 | 1 709 | 79,22 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 12 230 | 11,55 | 307 | 6,62 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 117 825 | 0,01 | 2 957 | −4,30 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 37 604 | 43,83 | 944 | 37,66 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 13 698 | 344 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 389 313 | 0,51 | 9 772 | −3,82 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 699 782 | 17 565 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 82 896 | 1,27 | 2 081 | −3,12 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 107 592 | 0,37 | 2 701 | −3,95 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 9 230 | 2,50 | 232 | −2,12 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 29 508 | 0,04 | 741 | −4,27 | ||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 213 156 | 7,18 | 5 350 | 2,57 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 16 479 | 0,23 | 414 | −4,18 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 69 550 | 0,47 | 1 746 | −3,86 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 566 840 | 27,67 | 14 228 | 22,17 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 1 051 472 | 102,52 | 26 459 | 94,29 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 16 053 | 0,04 | 403 | −4,29 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1 249 750 | 21,61 | 31 369 | 13,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 867 741 | 137,26 | 21 780 | 127,04 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 128 164 | 2,88 | 3 217 | −1,56 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 82 473 | 1,87 | 2 070 | −2,50 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 2 557 723 | 3,09 | 64 194 | −1,36 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 3 526 | 6,82 | 89 | 2,33 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 311 327 | 1 729 494,44 | 7 814 | |||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 3 016 | 0,20 | 76 | −3,85 | ||||
| 2026-04-24 | 13F | Randolph Co Inc | 8 813 | 6,90 | 221 | 2,31 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1 584 194 | 1,27 | 39 763 | −3,10 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 9 183 | 3,82 | 231 | −0,43 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 68 831 | 1 728 | ||||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 41 614 | 0,97 | 1 045 | −3,42 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 317 220 | 16,27 | 7 962 | 11,26 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 507 068 | 3,49 | 12 727 | −0,96 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 61 656 | 32,15 | 1 548 | 26,49 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 68 231 | 0,23 | 1 713 | −4,09 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 27 269 | 180,26 | 684 | 168,24 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 528 214 | 0,28 | 13 258 | −4,04 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 7 041 153 | 0,47 | 177 | −3,83 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2 184 | 34,65 | 55 | 28,57 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 17 845 | 0,28 | 448 | −3,86 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 390 | 0,26 | 10 | −10,00 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 51 631 | 4,60 | 1 296 | 0,08 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 13 030 | 0,22 | 327 | −4,11 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 77 572 | 1,36 | 1 947 | −4,51 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 96 394 | 11,21 | 2 419 | 6,42 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 345 441 | 5,82 | 8 671 | 1,26 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 15 178 | 2,87 | 381 | −1,81 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 1 640 882 | 8,08 | 41 186 | 3,42 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 298 804 | 0,18 | 7 500 | −4,14 | ||||
| 2026-04-21 | 13F | Bennett Selby Investments Lp | 21 776 | 0,17 | 547 | −4,21 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 78 000 | 1 958 | ||||||
| 2026-05-11 | 13F | Elite Life Management LLC | 7 221 | 205 | ||||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 233 328 | 0,15 | 5 857 | −4,17 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 37 107 | 2,69 | 1 060 | 10,66 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 13 997 | 7,64 | 351 | 2,93 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 16 525 | 0,11 | 415 | −4,17 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 8 392 | 0,11 | 211 | −3,65 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 75 122 | 0,84 | 1 886 | −3,53 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 8 766 | 0,07 | 220 | −3,93 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 267 869 | 0,14 | 6 724 | −4,18 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 20 680 | 0,02 | 519 | −4,24 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 96 864 | 8,25 | 2 432 | 3,58 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 119 004 | 2 987 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 48 497 | 1 217 | ||||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 608 266 | 3,79 | 15 267 | −0,68 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 13 131 | 0,13 | 330 | −4,08 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 19 821 | 1,08 | 498 | −3,31 | ||||
| 2026-04-07 | 13F | Jacobs & Co/ca | 16 772 | 2,01 | 0 | |||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 86 775 | 23,56 | 2 178 | 18,24 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 48 683 | 0,32 | 1 222 | −4,01 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 9 334 | 234 | ||||||
| 2026-04-21 | 13F | Aull & Monroe Investment Management Corp | 19 585 | 0,01 | 492 | −4,29 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 170 | 4 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 15 435 | 0,05 | 387 | −4,21 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 113 | 413,64 | 3 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 364 | 35 | ||||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 46 476 | 152,92 | 1 167 | 141,91 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 179 493 | 36,46 | 4 862 | 38,20 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 81 336 | 48,75 | 2 133 | 51,81 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 82 559 | 14,64 | 2 072 | 9,75 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 8 271 | 0,12 | 208 | −4,17 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 185 803 | 4 664 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 881 786 | 5,05 | 72 332 | 0,52 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 11 703 | 0,25 | 294 | −4,25 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 195 424 | 4 905 | ||||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 2 636 237 | 0,93 | 66 170 | −3,42 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 9 | 28,57 | 0 | |||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 90 299 | 0,13 | 2 266 | −4,19 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 27 801 | 88,15 | 698 | 80,10 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 19 280 | 79,12 | 484 | 71,28 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 58 736 | 45,61 | 1 474 | 39,32 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 20 568 | 0,19 | 516 | −4,09 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 4 762 | 125,69 | 120 | 116,36 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 4 572 | 132,79 | 0 | |||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 13 972 | 76,88 | 351 | 66,67 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 91 802 | 21,56 | 2 304 | 16,36 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 1 067 | 27 | ||||||
| 2026-04-21 | 13F | North Forty Two & Co. | 69 099 | 0,16 | 1 734 | −4,15 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11 836 989 | 300,73 | 297 108 | 283,47 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 232 632 | 0,47 | 5 839 | −3,85 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 120 977 | 0,19 | 3 037 | −4,14 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 2 090 846 | 0,37 | 52 480 | −3,96 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 240 | 6 | ||||||
| 2026-04-24 | 13F | BetterWealth, LLC | 9 469 | 238 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 4 973 | 0,26 | 125 | −4,62 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 10 444 | 262 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 5 | 0 | ||||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 33 205 | 0,01 | 833 | −4,25 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 2 614 587 | 0,82 | 65 626 | −3,52 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 10 804 | 6,38 | 271 | 1,88 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 14 391 | 0,27 | 361 | −3,99 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 845 194 | 4,49 | 21 215 | −0,01 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 11 402 | 3,08 | 286 | −1,38 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 488 077 | 1,31 | 12 251 | −3,06 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2 310 | 58 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 585 739 | 2,17 | 14 741 | −2,06 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 6 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 2 626 053 | 130,31 | 68 881 | 134,96 | ||||
| 2026-05-20 | 13F | FinArc Investments, Inc. | 16 674 | 419 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 366 | 10 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 30 036 | 11,26 | 754 | 6,36 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 296 510 | 3,28 | 7 442 | −1,17 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 2 174 288 | 2,26 | 54 575 | −2,14 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 1 630 | 41 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 531 638 | 2,37 | 13 344 | −2,03 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 6 036 | 151 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 287 113 | 1,16 | 7 207 | −3,20 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 639 096 | 10,16 | 64 658 | 2,90 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 116 155 | 1,33 | 2 915 | −3,35 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1 461 | 0,14 | 37 | −5,26 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 26 060 | 16,75 | 654 | 11,79 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2 026 333 | 3,57 | 50 855 | −0,90 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 41 603 | 4,49 | 1 044 | 0,00 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 66 819 | 0,10 | 1 677 | −4,17 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 82 652 | 2,90 | 2 075 | −1,52 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 91 062 | 4,36 | 2 286 | −0,13 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 29 866 | 0,16 | 783 | 0,13 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 7 059 | 1,85 | 177 | −0,56 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 10 564 | 0,31 | 265 | −3,99 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 261 911 | 0,88 | 6 574 | −3,48 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 53 700 | 297,78 | 1 348 | 280,51 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 345 922 | 0,00 | 8 683 | −4,31 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 102 911 | 11,72 | 2 583 | 6,91 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 1 986 | 0,30 | 50 | −3,92 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 25 644 | 664 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1 067 461 | 13,10 | 26 793 | 8,23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4 516 | 113 | ||||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 218 459 | 44,53 | 5 483 | 38,32 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 26 221 | 0,08 | 658 | −4,22 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 339 859 | 0,60 | 8 530 | −3,74 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 26 619 | 0,12 | 668 | −4,16 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 461 496 | 0,09 | 11 584 | −4,22 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 8 388 | 0,29 | 211 | −4,11 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 235 377 | 0,78 | 5 908 | −3,57 | ||||
| 2026-04-28 | 13F | Seascape Capital Management | 52 234 | 0,39 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Wedgewood Investors Inc /pa/ | 9 317 | 0,45 | 234 | −4,12 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 1 007 848 | 2,35 | 25 297 | −2,06 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 9 147 | 0,14 | 230 | −4,18 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 13 772 | 346 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 6 410 | 162 | ||||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 22 280 | 559 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 48 514 355 | 3 330,42 | 1 217 710 | 3 182,68 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 25 117 | 8,30 | 630 | 3,62 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 8 448 | 3,18 | 212 | −0,93 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 221 412 | 6,32 | 5 557 | 1,74 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 27 834 | 0,23 | 1 | |||||
| 2026-05-06 | 13F | Tandem Wealth Advisors LLC | 19 588 | 95,47 | 492 | 87,40 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 41 256 | 16,81 | 1 036 | 11,77 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 428 446 | 8,45 | 10 754 | 3,77 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 17 314 | 0,24 | 435 | −4,19 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 73 863 | 518,10 | 1 854 | 492,01 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 784 673 | 26,32 | 19 695 | 20,88 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 10 456 | 262 | ||||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 931 | 145,65 | 23 | 155,56 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 9 039 | 0,04 | 227 | −4,24 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 152 290 | 0,15 | 3 822 | −4,16 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 14 008 | 0,28 | 0 | |||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 49 852 | 3,69 | 1 251 | −0,79 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 6 868 | 9,47 | 172 | 4,88 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 20 384 | 0,04 | 512 | −4,31 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 16 273 | 0,59 | 408 | −3,77 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 22 386 | 0,27 | 562 | −4,10 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 2 000 | 51 | ||||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 260 511 | 2,80 | 6 539 | −1,63 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 78 389 | 4,14 | 1 968 | −0,35 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 1 502 092 | 8,16 | 41 788 | 13,04 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 17 088 | 0,15 | 429 | −4,25 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 12 839 | 364 | ||||||
| 2026-05-12 | 13F | Weik Capital Management | 85 055 | 3,59 | 2 135 | −0,88 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 97 061 | 3,58 | 2 535 | 1,40 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 62 212 | 23,03 | 1 562 | 17,72 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 2 503 | 63 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 27 647 | 49,44 | 694 | 42,89 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 69 206 449 | 2 535,08 | 2 757 | −96,00 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 835 619 | 4,45 | 20 974 | −0,05 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1 072 | 27 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 1 093 847 | 1,43 | 27 456 | −2,94 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 64 166 | 3,84 | 1 611 | −0,62 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 11 633 | 0,01 | 284 | −7,52 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 915 310 | 3,52 | 22 974 | 99 786,96 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 11 929 | 0,24 | 299 | −4,17 | ||||
| 2026-04-21 | 13F | Curat Global, LLC | 1 446 | 0,28 | 36 | −2,70 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 1 080 467 | 0,64 | 27 120 | −3,70 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 54 614 | 6,60 | 1 371 | 2,01 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 8 786 | 0,07 | 221 | −4,35 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 121 921 | 0,51 | 3 060 | −3,80 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 247 893 | 0,72 | 6 222 | −3,55 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 969 307 | 0,31 | 26 637 | 3,55 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 8 479 | 0,28 | 213 | −4,07 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 1 447 | 84,10 | 36 | 80,00 | ||||
| 2026-05-04 | 13F | Nwam Llc | 17 729 | 0,05 | 445 | −4,93 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 22 768 | 13,57 | 572 | 8,76 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 13 864 | 0,01 | 348 | −4,41 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 162 115 | 0,56 | 4 069 | −3,76 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 33 898 | 851 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 142 796 | 21,95 | 3 584 | 16,70 | ||||
| 2026-05-11 | 13F | Kilner Capital Advisors, Llc | 22 336 | 11,92 | 561 | 7,07 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 34 159 | 0,81 | 857 | −3,49 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 3 077 | 0,10 | 77 | −3,75 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 4 | 0 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1 529 638 | 2,95 | 38 700 | −0,70 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 18 719 | 2,07 | 470 | −2,49 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 18 031 | 0,24 | 453 | −4,03 | ||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 39 857 | 0,48 | 1 000 | −3,85 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 137 288 | 1,53 | 3 446 | −2,85 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 39 323 | 0,92 | 987 | −3,42 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 213 | 5 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 540 015 | 7,38 | 14 105 | 5,41 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3 223 | 0,03 | 81 | −4,76 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 17 774 | 0,83 | 446 | −3,46 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21 685 | 0,74 | 544 | −3,55 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 6 280 152 | 1,83 | 157 632 | −2,56 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 12 839 | 364 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 908 036 | 2,05 | 72 992 | −2,34 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 57 455 | 0,01 | 1 442 | −4,25 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 3 520 | 87,13 | 88 | 79,59 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 8 319 | 0,28 | 209 | −4,15 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 1 115 | 0,09 | 28 | −6,90 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 280 015 | 1,01 | 7 028 | −3,34 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 662 | 20,58 | 17 | 14,29 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 246 052 | 0,08 | 6 176 | −4,23 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 115 637 | 52,27 | 2 902 | 45,76 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 8 661 | 227 | ||||||
| 2026-04-30 | 13F | Mason & Associates Inc | 34 132 | 0,02 | 832 | −7,04 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 30 588 | 16,76 | 768 | 11,64 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 91 688 | 0,88 | 2 301 | −3,48 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 77 692 | 0,56 | 1 950 | −3,75 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 18 521 | 0,18 | 465 | −4,13 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 568 121 | 8,71 | 64 460 | 4,03 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1 301 632 | 16,16 | 32 675 | 11,17 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 10 833 | 5,96 | 272 | 1,12 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 186 262 | 0,77 | 4 675 | −3,57 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 19 776 | 2,33 | 496 | −1,98 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 45 006 | 339,43 | 1 130 | 321,27 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 114 688 | 11,49 | 2 879 | 6,67 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 124 540 | 0,81 | 3 126 | −3,55 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 566 645 | 6,56 | 14 223 | 1,96 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 220 856 | 14,61 | 5 543 | 9,68 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 12 303 | 2,60 | 309 | −1,91 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 130 705 | 0,29 | 3 281 | −4,04 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 28 236 | 0,41 | 709 | −3,93 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 24 046 | 30,43 | 660 | 36,44 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 288 243 | 1,11 | 7 235 | −3,25 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 18 124 | 455 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 251 988 | 1,06 | 6 610 | 3,10 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 235 391 | 15,30 | 5 908 | 10,35 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 115 839 | 2,95 | 2 908 | −1,49 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 25 075 | 40,30 | 629 | 34,40 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 14 656 | 376 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 268 | 0,32 | 32 | −6,06 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 8 182 | 0,28 | 205 | −4,21 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 33 258 | 16,35 | 835 | 11,35 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 21 359 | 592 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 3 257 692 | 1,51 | 81 768 | −2,86 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 27 089 | 0,69 | 680 | −3,69 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 363 639 | 5,92 | 9 127 | 1,37 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2 783 258 | 39,64 | 69 860 | 33,62 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 67 270 | 1 688 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 518 199 | 0,98 | 13 007 | −3,37 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 5 339 | 2,34 | 134 | −1,47 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 242 521 | 1,43 | 6 087 | −2,93 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 141 281 | 4,22 | 3 546 | −0,25 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 141 491 | 0,07 | 3 551 | −4,23 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 9 768 | 222 | ||||||
| 2026-04-07 | 13F | Financially Speaking Inc | 2 794 | 70 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 8 205 | 28,16 | 215 | 31,10 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 863 449 | 2,05 | 21 673 | −2,35 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 15 347 | 0,10 | 385 | −4,23 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 232 961 | 2,31 | 56 047 | −2,10 | ||||
| 2026-05-07 | 13F | Legacy Capital Wealth Management, Llc | 14 718 | 2,63 | 369 | −1,86 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 639 622 | 4,03 | 41 155 | −0,45 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 14 211 | 0,28 | 357 | −4,04 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 37 735 | 4,15 | 990 | 6,23 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11 058 | 278 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 2 108 | 0,24 | 53 | −5,45 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 41 066 | 0,26 | 1 031 | −4,10 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 15 804 | 397 | ||||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 1 589 | 0,32 | 40 | −4,88 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 700 795 | 75,45 | 19 194 | 84,32 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 223 | 71,54 | 6 | 66,67 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 12 182 | 0,17 | 306 | −4,09 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 3 868 | 167,50 | 97 | 162,16 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 101 399 | 0,00 | 2 545 | −4,29 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 1 821 | 1,96 | 46 | −2,17 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 32 392 | 0,76 | 813 | −3,56 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1 096 | 27 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 14 465 | 0,25 | 363 | −3,97 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 79 917 | 11,52 | 2 006 | 5,86 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 17 919 | 450 | ||||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 14 571 | 2,12 | 366 | −2,41 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 18 698 | 469 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 64 910 | 2,70 | 1 703 | 4,74 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 207 605 | 0,20 | 5 211 | −4,12 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 67 012 | 105,47 | 1 682 | 96,61 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 40 662 | 0,09 | 1 021 | −4,23 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 435 387 | 12,32 | 10 928 | 7,49 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 224 900 | 4,75 | 5 645 | 0,23 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 63 513 | 3,86 | 1 594 | −0,62 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 155 335 | 4 166 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 205 551 | 76,03 | 5 159 | 68,48 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 15 426 | 1,56 | 387 | −2,76 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 36 526 | 11,24 | 917 | 6,39 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 47 644 | 4,79 | 1 196 | 0,25 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 378 312 | 2,49 | 9 496 | −1,92 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 161 091 | 0,22 | 4 043 | −4,10 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 64 507 | 529,83 | 1 619 | 504,10 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 11 970 120 | 0,51 | 300 450 | −3,82 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 2 863 | 3,88 | 72 | −1,39 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 18 100 | 0,28 | 454 | −4,02 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 13 616 | 0,11 | 342 | −4,21 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 1 573 653 | 1,13 | 39 499 | −3,22 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 32 174 | 0,07 | 808 | −4,27 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 82 652 | 2,90 | 2 075 | −1,52 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 900 | 23 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 699 691 | 5,73 | 17 562 | 1,18 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 8 268 | 208 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 8 462 | 9,24 | 212 | 4,43 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 666 381 | 2,77 | 16 726 | −1,65 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 414 | 10 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 13 760 | 20,88 | 350 | 17,45 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 8 939 | 6,23 | 224 | 1,82 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 10 406 | 0,29 | 261 | −4,04 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 5 146 591 | 2,16 | 129 179 | −2,24 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2 969 874 | 6,08 | 74 544 | 1,51 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 51 361 | 3,54 | 1 289 | −0,92 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 240 262 | 6,45 | 31 131 | 1,87 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 91 415 | 0,76 | 2 295 | −3,57 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 1 198 | 122,68 | 30 | 114,29 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 808 772 | 152,07 | 21 214 | 18,77 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 10 167 | 3,53 | 255 | −0,78 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 156 | 6,12 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 468 | 0,21 | 12 | −8,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 062 916 | 5,91 | 51 779 | 1,35 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 7 181 | 0,27 | 180 | −3,74 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 208 481 | 94,00 | 5 233 | 85,66 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 2 454 | 0,29 | 62 | −4,69 | ||||
| 2026-04-13 | 13F | Wynn Capital, LLC | 933 100 | 3,34 | 23 421 | −1,11 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 470 835 | 0,77 | 11 818 | −3,57 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 52 350 | 33,06 | 1 436 | 36,24 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 33 218 | 0,28 | 834 | −4,03 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 807 | 20 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 100 362 | 1,01 | 2 519 | −3,34 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 19 767 | 0,28 | 496 | −4,06 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 262 123 | 9,10 | 7 | 0,00 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 114 036 | 1,23 | 2 862 | −3,11 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 33 | 1 000,00 | 1 | |||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 6 230 006 | 0,58 | 156 373 | −3,75 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 597 107 | 4,70 | 15 | 0,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 14 156 | 0,30 | 0 | |||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 35 869 | 0,12 | 900 | −4,15 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 58 610 | 2,90 | 1 471 | −1,47 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 10 430 | 0,16 | 262 | −4,40 | ||||
| 2026-04-21 | 13F | Ketron Financial | 42 306 | 19,15 | 1 062 | 13,96 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 9 727 | 0,29 | 244 | −3,94 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 195 168 | 4,95 | 4 899 | 0,41 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 45 263 | 0,09 | 1 136 | −4,22 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 31 735 | 10,38 | 797 | 5,57 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 10 649 | −2,69 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2 | 0 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 13 375 | 11,11 | 336 | 6,35 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 8 956 | 0,08 | 225 | −4,27 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 11 351 | 7,92 | 285 | 3,27 | ||||
| 2026-05-11 | 13F | Womack Financial LLC | 30 604 | 2,88 | 768 | −1,54 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 12 598 | 0,06 | 316 | −4,24 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 204 | 5 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 30 940 | 0,28 | 777 | −4,08 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3 370 368 | 4,76 | 84 596 | 0,25 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 22 476 | 24,36 | 548 | 15,61 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 21 482 | 0,06 | 539 | −4,26 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 751 | 0,27 | 19 | −5,26 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 17 562 | 23,96 | 441 | 17,33 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 10 633 | 267 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 260 325 | 7,97 | 6 825 | 7,92 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 73 715 | 0,41 | 1 850 | −3,90 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 39 702 | 3,22 | 997 | −1,19 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 571 342 | 0,28 | 14 341 | −4,04 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 123 | 3 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 74 647 | 1 874 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 11 885 | 0,28 | 298 | −3,87 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 1 265 | 0,56 | 32 | −3,12 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 168 123 | 0,46 | 4 220 | −3,87 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 20 390 | 0,06 | 512 | −4,31 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 25 118 | 0,33 | 630 | −3,96 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 658 318 | 0,10 | 16 524 | −4,21 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 10 951 | 0,06 | 275 | −4,53 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 192 626 | 0,01 | 4 835 | −4,30 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 696 254 | 0,30 | 18 263 | 107 323,53 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 27 142 | 0,19 | 681 | −4,08 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 1 449 | −38,75 | ||||||
| 2026-05-11 | 13F | Rebalance, Llc | 15 082 487 | 0,80 | 378 570 | −3,55 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 75 144 | 91,13 | 1 886 | 82,93 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 26 236 | 0,28 | 659 | −4,08 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 1 785 562 | 0,34 | 44 818 | −3,98 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 26 697 | 0,25 | 670 | −4,01 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3 061 232 | 1,37 | 76 837 | −3,00 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 4 033 | 101 | ||||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 19 975 | 42,93 | 501 | 36,89 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 19 999 | 502 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 76 210 | 76,11 | 1 999 | 114,61 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 251 465 | 10,81 | 6 312 | 6,03 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 86 934 | 2 182 | ||||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 5 731 | 0,30 | 144 | −4,03 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 202 262 | 0,30 | 5 077 | −5,40 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 41 621 | 2,11 | 1 045 | −2,34 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 70 631 | 26,06 | 1 773 | 20,63 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 381 999 | 18,17 | 34 688 | 13,08 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 9 975 | 2,77 | 250 | −1,57 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 921 285 | 2,89 | 23 124 | −1,55 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 71 991 | 12,94 | 1 807 | 8,01 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 18 775 | 0,85 | 471 | −3,48 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 8 200 | 206 | ||||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 8 821 | 0,28 | 221 | −3,91 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 53 104 | 2,10 | 1 333 | −2,35 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 2 244 | 56 | ||||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 18 775 | 11,92 | 471 | 7,05 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 86 806 | 3,29 | 2 179 | −1,18 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 17 730 | 0,46 | 445 | −3,68 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 300 653 | 1,44 | 7 546 | −2,92 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 11 097 | 0,87 | 279 | −3,47 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 13 616 | 342 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 224 560 | 31,51 | 6 274 | 40,11 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 162 264 | 28,44 | 4 073 | 22,91 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 4 380 | 110 | ||||||
| 2026-05-20 | 13F | SHUTTLEWORTH & Co | 23 523 | 3,77 | 590 | −0,67 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 59 137 | 1 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 57 812 | 5,37 | 1 451 | 0,83 |
