Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF inkluderar Klaas Financial Asset Advisors, LLC, Vanguard Advisers Inc, Johnson Investment Counsel Inc, Concord Asset Management, LLC/VA, Annandale Capital, LLC, Novem Group, Members Advisory Group LLC, Capitolis Liquid Global Markets LLC, Capitolis Liquid Global Markets Llc, Steele Capital Management, Inc., Hassell Wealth Management, LLC, Sage Rhino Capital Llc, Tranquilli Financial Advisor LLC, Addison Capital Co, Arena Capital Advisors, LLC- CA, May Barnhard Investments LLC, VestGen Advisors, LLC, Mills Wealth Advisors LLC, Camden Capital, LLC, och Seeds Investor 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 96 314 | 5 638 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 80 037 | 49,77 | 4 685 | 49,30 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 38 213 | 4,74 | 2 237 | 4,39 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 84 813 | 39,04 | 4 965 | 38,58 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 98 791 | 24,60 | 6 | 25,00 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 234 019 | 14,22 | 13 699 | 13,85 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 169 527 | 2,03 | 9 924 | 1,70 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 305 366 | 3,13 | 17 876 | 2,79 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 300 | 18 | ||||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 7 880 | 21,66 | 461 | 21,32 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 39 687 | 20,71 | 2 323 | 20,36 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 20 795 | 72,62 | 1 218 | 72,14 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 56 356 | 11,69 | 3 299 | 11,34 | ||||
| 2026-05-01 | 13F | Spectrum Financial Alliance Ltd LLC | 108 286 | 6,20 | 6 339 | 5,86 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 3 417 | 200 | ||||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 7 060 | 62,30 | 413 | 61,96 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 73 041 | 4 276 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 129 283 | 27,16 | 7 568 | 26,77 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 513 824 | 8,01 | 30 079 | 7,66 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 62 605 | 253,24 | 3 665 | 252,31 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 36 837 | 31,83 | 2 156 | 31,38 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 143 994 | 5,06 | 8 429 | 4,72 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 332 808 | 3,89 | 19 483 | 3,55 | ||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 240 856 | 6,15 | 14 100 | 5,81 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 769 442 | 59,47 | 45 043 | 58,95 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 186 747 | 0,44 | 11 | 0,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 18 850 | 6,44 | 1 103 | 6,06 | ||||
| 2026-04-22 | 13F | Vicus Capital | 7 112 | 0,61 | 416 | 0,24 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 9 810 | 81,87 | 574 | 81,65 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 22 853 | 29,45 | 1 342 | 29,29 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 21 973 | 0,58 | 1 286 | 0,23 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 1 000 | 0 | ||||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 8 920 | 158,40 | 522 | 158,42 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 106 196 | 11,94 | 6 237 | 11,70 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 11 781 | 352,59 | 690 | 353,29 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7 680 | 110,47 | 450 | 109,81 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 8 267 | 10,30 | 484 | 9,77 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 25 265 | 9,24 | 1 479 | 8,91 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 27 734 | 1 622 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 563 005 | 7,49 | 32 958 | 7,15 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 237 279 | 2,79 | 13 890 | 2,46 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 14 982 | 3,47 | 877 | 3,18 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 492 | 1 792,31 | 29 | 2 700,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 28 301 | 329,13 | 1 657 | 327,91 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 393 038 | 18,40 | 23 008 | 17,78 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 163 652 | 34,52 | 9 580 | 34,08 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 21 070 | 1,06 | 1 233 | 0,74 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 315 443 | 13,08 | 18 466 | 12,72 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2 033 | 119 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 598 351 | 35 027 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 7 463 | 8,02 | 437 | 7,65 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 281 653 | 13,25 | 16 488 | 12,81 | ||||
| 2026-04-28 | 13F | Titan Investment Management LLC | 61 635 | 7,97 | 3 608 | 7,64 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 60 074 | 20,74 | 3 517 | 20,33 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 281 084 | 172,36 | 16 455 | 171,47 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 408 628 | 32,01 | 23 921 | 31,59 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 7 698 | 451 | ||||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 586 072 | 1,51 | 34 | 3,03 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 7 064 | 68,87 | 414 | 68,57 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 21 848 | 19,03 | 1 279 | 18,66 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 247 720 | 105,79 | 14 502 | 105,14 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 64 105 | 1,83 | 3 753 | 1,49 | ||||
| 2026-04-24 | 13F | United Community Bank | 20 537 | 1 202 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 14 562 | 852 | ||||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 173 730 | 8,48 | 10 170 | 8,13 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 542 459 | 62,14 | 32 | 63,16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 27 795 731 | 16,94 | 1 627 162 | 16,56 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 346 364 | 4,56 | 20 207 | 3,86 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 537 841 | 31 485 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 21 942 | 0,92 | 1 285 | 128 300,00 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 478 050 | 4,28 | 27 985 | 3,94 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 22 830 | 0,49 | 1 336 | 0,15 | ||||
| 2026-05-04 | 13F | Prodigy Asset Management LLC | 4 269 | 250 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 732 573 | 42 885 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 26 069 | 10,41 | 1 526 | 10,10 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 50 210 | 2,11 | 2 939 | 1,80 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 577 | −2,86 | ||||||
| 2026-05-14 | 13F | Rbo & Co Llc | 14 091 | 825 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 5 599 | 3,74 | 328 | 3,48 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 283 584 | 0,47 | 16 601 | 0,14 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 3 092 443 | 179 172,06 | 181 032 | 179 138,61 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 3 500 | 12,43 | 205 | 12,09 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 1 189 | 70 | ||||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 216 690 | 6,92 | 12 685 | 6,58 | ||||
| 2026-05-14 | 13F | Betterment LLC | 114 733 | 36,95 | 7 | 50,00 | ||||
| 2026-04-23 | 13F | Simmons Bank | 3 695 | 216 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 86 | 5 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 29 247 | 204,91 | 1 712 | 204,09 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 46 822 | 131,63 | 2 741 | 130,83 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 8 476 | 40,84 | 496 | 40,51 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 885 493 | 6,79 | 110 377 | 6,45 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1 600 | 0,06 | 94 | 0,00 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 4 856 | 284 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 85 950 | 19,32 | 5 032 | 18,94 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 26 702 | 4,11 | 1 563 | 3,78 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 227 412 | 13 | ||||||
| 2026-04-08 | 13F | Grove Bank & Trust | 308 180 | 96 206,25 | 18 041 | 100 122,22 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 12 540 | 11,60 | 734 | 11,38 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 11 674 | 1,84 | 683 | 1,49 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 17 919 | 0,52 | 1 049 | 0,29 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 161 013 | 4,65 | 9 394 | 3,96 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 55 775 | 74,05 | 3 265 | 73,49 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 14 617 | 0,05 | 1 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 2 240 609 | 13,47 | 131 165 | 13,11 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 79 357 | 6,70 | 4 646 | 6,37 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 4 635 | 8,17 | 271 | 7,97 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 187 955 | 13,31 | 11 003 | 12,95 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 57 798 | 14,04 | 3 383 | 13,68 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 582 508 | 10,04 | 34 100 | 9,69 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 11 706 | 0,39 | 685 | 0,15 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 69 436 | 415,75 | 4 065 | 414,43 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 570 | 50,79 | 33 | 50,00 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 300 706 | 27,08 | 17 603 | 26,68 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 70 329 | 8,82 | 4 117 | 8,48 | ||||
| 2026-05-05 | 13F | UBS Group AG | 6 384 245 | 153,81 | 373 734 | 152,99 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 42 931 | 15,02 | 2 513 | 14,64 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 4 613 | 5,25 | 270 | 5,06 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 3 654 | 214 | ||||||
| 2026-02-17 | 13F | Dauntless Investment Group, LLC | 0 | 0 | ||||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 4 596 | 269 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 97 917 | 165,34 | 5 732 | 164,51 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 6 619 | 387 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 6 821 | 0,26 | 0 | |||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 220 758 | 27,29 | 12 923 | 26,88 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 503 543 | 8,96 | 29 452 | 8,47 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 5 394 | 0,02 | 316 | −0,32 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 109 376 | 11,95 | 6 381 | 11,19 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 521 | 89 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 35 648 | 35,01 | 2 087 | 34,58 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 7 564 | 2,47 | 443 | 2,08 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 47 217 | 143,55 | 2 764 | 276 300,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 5 512 | 20,09 | 323 | 19,70 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 24 489 | 1 434 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5 265 965 | 9,01 | 308 270 | 8,65 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 160 879 | 66,27 | 9 418 | 65,73 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 637 238 | 9,42 | 37 304 | 9,07 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 31 464 | 3,45 | 1 842 | 3,08 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 102 680 | 1,40 | 6 011 | 1,06 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 35 493 | 2 | ||||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 13 202 | 773 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 16 348 | 957 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 5 605 | 328 | ||||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 336 255 | 108,50 | 19 684 | 107,83 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 110 103 | 21,58 | 6 445 | 21,19 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 16 402 | 4,16 | 963 | 4,00 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 149 217 | 71,60 | 8 735 | 71,07 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 3 856 | 77,21 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 620 644 | 1,98 | 36 332 | 1,65 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 99 262 | 1,52 | 5 811 | 1,18 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 608 248 | 2,56 | 35 607 | 2,23 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 39 035 | 24,51 | 2 285 | 24,12 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 146 246 | 13,48 | 8 561 | 13,12 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 145 | 8 | ||||||
| 2026-04-13 | 13F | Cordant, Inc. | 482 982 | 3,08 | 28 274 | 2,74 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 10 582 | 3,44 | 619 | 3,17 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 15 152 | 887 | ||||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 13 139 | 0,51 | 769 | 0,26 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 595 609 | 2,72 | 34 867 | 2,39 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 1 419 | 83 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 67 258 | 18,94 | 3 937 | 18,55 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 9 714 | 20,85 | 569 | 20,34 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 407 510 | 10,60 | 23 856 | 10,25 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 142 722 | 1,33 | 8 355 | 1,00 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 36 958 | 10,86 | 2 164 | 10,47 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 283 248 | 5,02 | 16 581 | 4,68 | ||||
| 2026-04-10 | 13F | Novem Group | 189 693 | 11 105 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 162 479 | 5,35 | 9 512 | 5,01 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 22 694 | 32,99 | 1 328 | 32,53 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 608 779 | 0,07 | 35 638 | −0,25 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 103 512 | 3,30 | 6 060 | 2,96 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 1 227 277 | 28,71 | 71 845 | 28,29 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 200 | 12 | ||||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 14 773 | 4,72 | 862 | 3,99 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 1 205 223 | 10,26 | 70 554 | 9,91 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 29 741 | 1 741 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2 126 368 | 4,91 | 124 | 4,20 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 935 053 | 26 441,39 | 54 738 | 26 471,84 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 86 555 | 193,59 | 5 067 | 192,66 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4 981 | 52,14 | 292 | 52,36 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 4 081 | 239 | ||||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 15 457 | 13,25 | 905 | 12,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 117 873 | 10,61 | 6 900 | 10,26 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 128 713 | 9,04 | 7 535 | 8,68 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 9 282 | 0,83 | 543 | 0,56 | ||||
| 2026-05-15 | 13F | Wit, Llc | 1 189 666 | 69 643 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 36 667 | 2 147 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 97 232 | 38,39 | 5 692 | 37,93 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 38 295 | 0,35 | 2 242 | 0,00 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 21 249 | 12,88 | 1 244 | 12,49 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 11 310 | 662 | ||||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 104 600 | 6 143 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 168 711 | 7,76 | 9 875 | 7,40 | ||||
| 2026-05-08 | 13F | Miller Investment Management, LP | 1 673 914 | 12,84 | 97 991 | 12,48 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 71 749 | 1,07 | 4 200 | 0,74 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 22 608 | 27,69 | 1 321 | 27,05 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 42 600 | 12,77 | 2 494 | 12,40 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 248 915 | 2,76 | 14 571 | 2,43 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 263 468 | 2,40 | 15 423 | 2,06 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 43 219 | 59,69 | 2 530 | 59,22 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4 867 688 | 2,86 | 284 954 | 2,53 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 17 374 | 50,28 | 1 017 | 50,00 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 40 670 | 2 381 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 431 303 | 6,79 | 25 283 | 6,51 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1 442 644 | 10,53 | 84 452 | 10,17 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 260 320 | 5,30 | 15 239 | 4,97 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 22 263 | 3 802 | 33,22 | |||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 18 713 | 2,93 | 1 095 | 2,62 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 387 737 | 22 710 | ||||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 17 326 | 1 015 | ||||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 1 537 458 | 42,53 | 90 003 | 42,07 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3 472 | 6,80 | 203 | 6,84 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 163 315 | 4,84 | 9 560 | 4,46 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 19 455 | 12,66 | 1 139 | 12,33 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 4 129 | 3,12 | 242 | 2,55 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 275 917 | 11,82 | 16 205 | 115 642,86 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 136 645 | 7 999 | ||||||
| 2026-05-12 | 13F | Channel Wealth Llc | 8 659 | 507 | ||||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 690 209 | 1,13 | 40 405 | 0,81 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 43 761 | 177,67 | 3 | |||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 145 157 | 5,45 | 8 497 | 5,11 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 57 273 | 20,95 | 3 353 | 20,53 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 6 861 | 5,95 | 402 | 5,53 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 52 295 | 93,72 | 3 061 | 93,12 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 3 462 | 203 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 16 752 | 981 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 688 684 | 9,66 | 40 446 | 9,43 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 53 041 | 2,97 | 3 105 | 2,64 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 42 928 | 281,31 | 2 509 | 279,43 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 15 016 | 0,01 | 879 | −0,23 | ||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 142 622 | 4,09 | 8 349 | 3,75 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 131 739 | 95,40 | 7 712 | 94,80 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 155 582 | 1 060,97 | 9 100 | 1 056,29 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 148 484 | 3,13 | 8 692 | 2,80 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1 324 856 | 4,64 | 78 | 4,05 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 118 934 | 39,35 | 6 962 | 38,91 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 12 018 | 703 | ||||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 11 036 | 0,47 | 646 | 0,16 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 60 732 | 0,23 | 3 555 | −0,08 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 5 644 | 1,29 | 330 | 0,92 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 5 100 961 | 34,18 | 298 610 | 33,74 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 511 047 | 2,04 | 29 917 | 1,71 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 3 431 | 201 | ||||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 62 627 | 49,38 | 3 666 | 48,90 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 10 446 | 1,55 | 611 | 1,16 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 007 296 | 7,94 | 58 967 | 7,59 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 1 673 967 | 39,25 | 97 994 | 38,81 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 740 507 | 43 349 | ||||||
| 2026-05-04 | 13F | Arena Capital Advisors, LLC- CA | 30 000 | 1 756 | ||||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 1 331 529 | 2,23 | 77 948 | 1,89 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 122 532 | 7,33 | 7 173 | 6,98 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 3 772 | 222 | ||||||
| 2026-04-21 | 13F | Drum Hill Capital, LLC | 255 127 | 8,37 | 14 935 | 8,03 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 5 000 | 293 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 27 147 | 1 582 | ||||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 5 677 | 9,05 | 332 | 8,85 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 266 677 | 1,69 | 15 611 | 1,31 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 11 460 | 19,21 | 671 | 18,79 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 7 865 | 460 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 949 | 1 029,76 | 56 | 1 275,00 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 9 193 | 538 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 6 488 | 0,20 | 380 | −0,26 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 80 957 | 14,29 | 5 | 0,00 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 605 958 | 8,62 | 35 473 | 8,17 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 166 721 | 1 054,18 | 9 729 | 1 047,29 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 338 906 | 285,67 | 19 840 | 284,25 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 48 716 | 37,24 | 2 861 | 40,94 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 842 298 | 4,50 | 49 308 | 4,16 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 866 281 | 6,42 | 50 712 | 6,08 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 112 535 | 4,24 | 6 575 | 3,64 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 4 135 | 1,60 | 0 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 755 | 593,68 | 103 | 628,57 | ||||
| 2026-05-08 | 13F | Bokf, Na | 317 287 | 21,30 | 18 574 | 20,91 | ||||
| 2026-04-28 | 13F | O'Domhnaill Enterprises, Inc. | 251 145 | 210,00 | 14 702 | 209,00 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 12 424 | 13,76 | 727 | 13,42 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 3 974 | 33,62 | 233 | 33,33 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 4 863 | 17,46 | 0 | |||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 43 961 | 2 573 | ||||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 2 917 104 | 0,59 | 170 767 | 0,27 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 233 326 | 2,31 | 13 659 | 1,97 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1 140 697 | 1 192,08 | 66 776 | 1 188,12 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 92 175 | 5,16 | 5 396 | 4,80 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 56 030 | 6,03 | 3 280 | 5,67 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 130 677 | 0,91 | 7 650 | 0,58 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 12 571 | 508,18 | 736 | 507,44 | ||||
| 2026-05-11 | 13F | Eddie Patel Inc | 3 640 | 213 | ||||||
| 2026-05-11 | 13F | American Money Management, LLC | 696 632 | 3,51 | 40 781 | 3,17 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 74 708 | 2,23 | 4 373 | 1,91 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 336 662 | 11,28 | 19 708 | 10,92 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1 635 | 96 | −1,04 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 404 601 | 774,87 | 23 605 | 769,11 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 111 571 | 36,67 | 6 531 | 36,23 | ||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 231 568 | 36,72 | 13 556 | 36,28 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 10 154 088 | 13,34 | 594 420 | 12,98 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13 474 | 69,46 | 789 | 69,10 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 138 179 | 1,50 | 8 089 | 1,18 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 106 186 | 5,97 | 6 185 | 5,12 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 10 213 | 10,32 | 598 | 9,94 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 528 993 | 1,14 | 30 967 | 0,81 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 15 412 | 9,06 | 902 | 8,67 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 12 900 | 16,22 | 755 | 15,98 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 33 631 | 6,90 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 48 017 | 9,59 | 2 811 | 9,21 | ||||
| 2026-04-29 | 13F | Impact Investors, Inc | 76 389 | 24,55 | 4 472 | 24,16 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 54 687 | 7,67 | 3 201 | 7,34 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 1 009 460 | 6,35 | 59 094 | 6,01 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 37 293 | 4,71 | 2 183 | 4,40 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 554 | 12,15 | 32 | 10,34 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 835 | 0,24 | 49 | 0,00 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 12 120 | 0,61 | 1 | |||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 34 798 | 65,84 | 2 031 | 61,06 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 480 376 | 27,99 | 262 281 | 27,57 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 232 809 | 85,23 | 13 629 | 84,64 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 969 208 | 11,20 | 56 737 | 10,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 74 313 | 38,25 | 4 350 | 37,83 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 231 | 14 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4 066 826 | 25,27 | 238 072 | 24,87 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6 887 | 16,02 | 403 | 15,80 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 1 061 040 | 2,84 | 62 113 | 2,50 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 67 888 | 108,80 | 4 | 200,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 271 647 | 21,72 | 15 913 | 21,42 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 12 853 | 63,36 | 752 | 62,77 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1 869 | 3,32 | 109 | 2,83 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 126 720 | 6,22 | 7 418 | 5,88 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 17 508 | 1 025 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 34 | 2 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 12 655 | 20,44 | 741 | 19,94 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 2 434 252 | 175,07 | 142 501 | 174,18 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 11 413 | 13,68 | 668 | 13,41 | ||||
| 2026-01-29 | 13F | Comerica Bank | 159 545 | 9,92 | 9 370 | 9,69 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 89 380 | 26,10 | 5 232 | 25,71 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 1 051 879 | 10,75 | 61 577 | 10,39 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 6 813 | 399 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 8 586 | 0,81 | 503 | 0,40 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 11 408 | 4,81 | 666 | 4,23 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 14 332 | 0,87 | 839 | 0,60 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 26 466 | 28,64 | 1 549 | 28,23 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 89 762 | 23,00 | 5 255 | 22,59 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 12 547 | 0,71 | 737 | 0,41 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 151 684 | 14,54 | 8 880 | 14,17 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 390 454 | 24,09 | 22 857 | 23,69 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 3 481 | 204 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 723 029 | 6,55 | 42 323 | 6,20 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 23 081 | 2,30 | 1 351 | 1,96 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 247 517 | 14 490 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 763 790 | 44 712 | ||||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 10 140 | 5,56 | 594 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 778 | 46 | ||||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 172 480 | 1,00 | 10 097 | 0,68 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 17 887 | 86,89 | 1 | |||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 40 582 | 2 376 | ||||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 7 333 | 10,90 | 429 | 10,57 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 24 640 | 4,36 | 1 442 | 4,04 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 11 529 094 | 10,80 | 674 913 | 10,45 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 56 015 | 6,33 | 3 276 | 5,92 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93 067 | 81,24 | 5 448 | 80,70 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 279 896 | 10,12 | 16 385 | 9,77 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 18 363 | 105,20 | 1 075 | 104,57 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 11 869 | 695 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 630 940 | 2,87 | 36 935 | 2,54 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 11 765 | 0,46 | 689 | 0,15 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 27 819 | 79,28 | 1 629 | 78,70 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 202 018 | 0,29 | 11 826 | −0,03 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 15 670 | 917 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 864 813 | 6,13 | 50 626 | 5,78 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 32 473 | 15,14 | 1 898 | 14,55 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12 978 | 760 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 27 982 | 526,28 | 1 638 | 525,19 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 144 490 | 41,12 | 8 458 | 40,66 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 11 043 | 646 | ||||||
| 2026-05-11 | 13F | Camden Capital, LLC | 20 539 | 1 202 | ||||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 3 975 | 233 | ||||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 11 675 | 14,88 | 683 | 14,41 | ||||
| 2026-04-30 | 13F | Vertex Investment Solutions Co., Ltd. | 403 700 | 139,58 | 23 624 | 138,69 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 5 899 | 51,72 | 345 | 51,32 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 23 944 | 6,79 | 1 402 | 6,46 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 372 846 | 613,80 | 80 628 | 612,39 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 83 316 | 3,07 | 4 859 | 2,25 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 9 818 | 0,39 | 577 | 0,35 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 27 306 | 119,86 | 1 599 | 119,20 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 40 298 | 12,84 | 2 359 | 12,49 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 76 926 | 17,22 | 4 503 | 16,84 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 3 500 | 205 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 28 569 | 13,48 | 1 672 | 13,13 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 25 432 | 1 489 | ||||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 186 607 | 9,45 | 11 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 290 817 | 15,33 | 16 987 | 14,70 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 4 005 | 0 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 281 405 | 4 337,16 | 16 473 | 4 328,23 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 19 586 | 2,53 | 1 147 | 2,23 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 261 409 | 15 303 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 93 920 | 9,68 | 5 498 | 9,33 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 243 960 | 3,63 | 14 281 | 3,29 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 46 250 | 4,46 | 2 707 | 4,12 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 19 097 | 7,24 | 1 118 | 6,89 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 21 638 | 26,59 | 1 267 | 26,22 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 930 | 55 | −96,61 | |||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 5 774 | 49,70 | 336 | 48,67 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 172 587 | 1,65 | 10 103 | 1,32 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 27 | 2 | ||||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 21 948 | 42,66 | 1 285 | 42,19 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 8 958 | 3,39 | 524 | 3,15 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 786 | 0,26 | 46 | 0,00 | ||||
| 2026-05-11 | 13F | Jasper Ridge Partners, L.P. | 25 523 | 1 494 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10 409 | 609 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 4 810 | 3,75 | 281 | 2,56 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 7 055 | 461,26 | 413 | 465,75 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 2 600 | 186,03 | 152 | 186,79 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 27 659 | 12,86 | 1 619 | 12,51 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 119 020 | 6 967 | ||||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 100 200 | 5 866 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 1 135 860 | 805,54 | 66 493 | 802,70 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 25 571 | 1,09 | 1 497 | 0,74 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 157 323 | 31,85 | 9 210 | 31,43 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 76 849 | 1,61 | 4 499 | 1,28 | ||||
| 2026-05-12 | 13F | CBM Financial, LLC | 76 545 | 3,63 | 4 483 | 3,15 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17 894 | 44,36 | 1 051 | 44,03 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 17 992 | 13,66 | 1 053 | 13,35 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 25 590 | 5,48 | 1 497 | 4,98 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 7 669 | 80,11 | 449 | 79,20 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 297 186 | 28,08 | 17 397 | 27,67 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 3 836 | 4,10 | 225 | 3,70 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 88 340 | 0,16 | 5 171 | −0,15 | ||||
| 2026-05-06 | 13F | AXS Investments LLC | 41 147 | 53,57 | 2 409 | 53,08 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 473 855 | 8,85 | 24 330 | 8,79 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 133 429 | 166,17 | 7 811 | 165,29 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 483 | 0,42 | 28 | 0,00 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 19 652 | 19,62 | 1 150 | 19,29 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 46 348 | 29,67 | 2 713 | 29,25 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 144 610 | 18,14 | 8 436 | 17,35 | ||||
| 2026-04-07 | 13F | Eastern Bank | 9 145 | 8,11 | 535 | 7,86 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 78 751 | 5,57 | 4 610 | 5,23 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 44 158 | 3,45 | 2 585 | 3,15 | ||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 71 569 | 3,91 | 4 190 | 3,59 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 88 069 | 7,06 | 5 156 | 6,71 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 35 916 | 247,45 | 2 090 | 244,15 | ||||
| 2026-04-29 | 13F | OneAscent Investment Solutions LLC | 95 342 | 7,45 | 5 581 | 7,12 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 59 794 | 139,82 | 3 512 | 139,33 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 9 016 | 528 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4 134 | 242 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 122 407 | 114,93 | 7 166 | 114,26 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 66 790 | 23,20 | 3 910 | 22,81 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 11 027 | 646 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 76 798 | 4 496 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 7 023 | 412 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 37 820 | 1,25 | 2 214 | 0,91 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 84 193 | 4,20 | 4 929 | 3,86 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 4 200 | 246 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 11 898 | 5,70 | 697 | 5,30 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 6 305 | 6 984,27 | 369 | 7 280,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 7 109 | 4,51 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 7 675 | 6,58 | 449 | 6,40 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 138 845 | 2,95 | 8 128 | 2,61 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 28 301 | 329,13 | 1 657 | 327,91 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 6 714 | 25,38 | 393 | 25,16 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 47 625 | 122,59 | 2 788 | 121,89 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 21 519 | 1 260 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 25 951 | 0,02 | 1 519 | −0,26 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 101 024 | 4,54 | 5 854 | 2,88 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 82 | 5 | ||||||
| 2026-04-29 | 13F | Addison Capital Co | 32 580 | 1 907 | ||||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 46 210 | 3 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 87 659 | 4,01 | 5 125 | 3,56 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 6 799 | 0,40 | 398 | 0,25 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 3 882 | 0,80 | 227 | 0,44 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 14 965 | 879 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 427 387 | 198,24 | 25 019 | 197,28 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 189 901 | 38,46 | 11 117 | 38,00 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 6 155 | 7,76 | 360 | 7,46 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9 055 | 35,21 | 530 | 34,86 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 9 287 | 70,81 | 544 | 70,22 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 10 932 | 211,19 | 640 | 210,19 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 7 351 | 430 | ||||||
| 2026-05-14 | 13F | Jump Financial, LLC | 85 219 | 11,03 | 4 989 | 10,67 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 40 491 | 39,54 | 2 370 | 39,08 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 45 110 | 3,25 | 2 641 | 2,88 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 154 | 9 | ||||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 55 318 | 2,59 | 3 238 | 2,27 | ||||
| 2026-05-13 | 13F | Donoghue Forlines LLC | 119 000 | 6 966 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4 920 | 15,17 | 288 | 14,80 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 218 505 | 3,47 | 12 791 | 3,14 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 15 335 | 898 | ||||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 639 260 | 3,14 | 37 422 | 2,80 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 838 252 | 2,70 | 49 071 | 2,37 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 51 830 651 | 17,07 | 3 031 575 | 16,59 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 12 886 | 26,72 | 754 | 26,30 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 191 466 | 24,27 | 11 208 | 23,87 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 76 806 | 10,45 | 4 496 | 10,09 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 28 495 | 73,76 | 1 668 | |||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4 563 | 5,65 | 267 | 5,53 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 397 844 | 11,20 | 23 290 | 10,84 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 50 103 | 105,32 | 2 933 | 104,68 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 8 826 | 4,75 | 517 | 4,45 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 6 339 | 39,66 | 370 | 38,72 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 62 636 | 78,98 | 3 667 | 78,39 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 481 150 | 10,10 | 145 247 | 9,74 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 8 596 | 503 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1 547 | 490,46 | 91 | 500,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 305 | 18 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 186 244 | 3,14 | 10 903 | 2,81 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2 779 808 | 8,88 | 162 730 | 8,53 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1 736 049 | 15,67 | 101 628 | 15,30 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 9 870 | 19,15 | 578 | 18,72 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 851 443 | 3,36 | 49 843 | 3,03 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 47 959 | 27,61 | 2 808 | 27,88 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 77 571 | 7,31 | 4 541 | 6,97 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 12 763 | 17,31 | 747 | 17,08 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 190 042 | 7,95 | 11 087 | 7,23 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 66 335 | 4,59 | 3 883 | 4,27 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 6 099 | 0,49 | 357 | 0,28 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 225 571 | 13 205 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 237 | 14 | ||||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 41 325 | 2,40 | 2 419 | 2,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 600 561 | 5,20 | 210 777 | 4,86 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 36 914 | 2 161 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 980 | 85,96 | 57 | 90,00 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 24 048 | 22,70 | 1 408 | 22,24 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 310 265 | 1 410,25 | 18 163 | 1 405,97 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 97 445 | 5 704 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 11 626 | 26,01 | 681 | 25,69 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 7 222 | 75,46 | 423 | 75,10 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 11 201 | 259,70 | 656 | 259,89 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 325 461 | 2,31 | 19 052 | 1,98 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 164 293 | 1,78 | 9 618 | 1,46 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 515 464 | 3,93 | 30 175 | 3,59 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 1 644 677 | 58,10 | 96 279 | 57,59 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 19 628 | 1 148 | ||||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 89 870 | 10,74 | 5 261 | 10,39 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 19 637 | 0,01 | 1 150 | −0,43 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13 529 | 7,62 | 792 | 7,18 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 214 | 58,52 | 13 | |||||
| 2026-05-05 | 13F | Eukles Asset Management | 359 | 40,78 | 21 | 50,00 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 24 773 | 67,33 | 1 450 | 66,86 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4 493 | 1,22 | 263 | 1,15 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 403 | |||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 5 168 | 303 | ||||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 81 164 | 6,11 | 4 751 | 5,77 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 475 156 | 5,45 | 27 816 | 5,11 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 403 990 | 7 736 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 444 000 | 25 992 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 193 266 | 3,81 | 11 314 | 3,48 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1 902 | 111 | ||||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 29 429 | 1 723 | ||||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 70 192 | 221,41 | 4 109 | 220,51 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 11 148 | 1,96 | 653 | 1,56 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4 760 | 6,77 | 279 | 6,51 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 7 571 | 0,61 | 443 | 0,45 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 589 560 | 10,50 | 34 513 | 10,11 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 294 424 | 8,04 | 17 236 | 7,69 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 69 271 | 3,72 | 4 055 | 3,39 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 1 965 | 115 | ||||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 4 170 | 10,17 | 244 | 9,91 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 9 508 | 99,41 | 557 | 98,57 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 14 982 | 18,26 | 877 | 17,88 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 184 229 | 3,38 | 10 785 | 3,05 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 40 017 | 2 343 | ||||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 4 760 | 4,32 | 279 | 4,12 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 12 245 | 12,61 | 719 | 12,52 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 29 339 | 20,91 | 1 718 | 20,49 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 661 171 | 22,87 | 38 705 | 22,47 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 15 439 | 9,31 | 904 | 8,93 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 819 | 0,49 | 48 | 0,00 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 143 987 | 1,91 | 8 429 | 1,58 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 6 279 | 368 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 476 | 28 | ||||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 253 161 | 0,42 | 14 820 | 0,09 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 767 504 | 20,59 | 103 472 | 20,19 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 84 988 | 0,28 | 4 975 | −0,04 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 11 199 | 656 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 19 381 | 8,70 | 1 135 | 8,31 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 7 913 | 11,64 | 466 | 11,78 | ||||
| 2026-05-15 | 13F | Fmr Llc | 20 701 | 37,71 | 1 212 | 37,30 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 0 | −100,00 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 541 322 | 316 462,57 | 31 689 | 316 780,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 568 535 | 4,97 | 33 282 | 4,63 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 499 633 | 0,16 | 29 249 | −0,16 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5 686 535 | 51,37 | 332 890 | 50,88 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 9 867 | 25,06 | 578 | 24,62 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 9 991 | 53,42 | 585 | 52,88 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 39 188 | 10,43 | 2 294 | 10,08 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 4 179 | 245 | ||||||
| 2026-04-23 | 13F | American National Bank | 27 681 | 13,74 | 1 620 | 13,37 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 27 930 | 34,18 | 1 635 | 33,80 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 540 895 | 5,11 | 31 664 | 4,77 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 15 974 | 935 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1 194 | 0,17 | 70 | −1,43 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 028 572 | 917,43 | 60 213 | 914,18 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 3 804 | 7,58 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 473 656 | 7,24 | 28 | 8,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 176 228 | 3,49 | 10 316 | 3,16 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 167 | −0,60 | ||||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 9 574 | 11,96 | 560 | 11,55 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 54 211 | 198,29 | 3 173 | 197,38 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 25 246 | 0,61 | 1 478 | 0,27 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6 953 | 9,43 | 408 | 9,38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 166 809 | 33 062,82 | 9 765 | 33 568,97 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 166 561 | 51,22 | 9 750 | 50,74 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 7 533 | 71,63 | 441 | 71,21 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1 083 | 0,74 | 63 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 8 786 540 | 60,69 | 514 364 | 60,17 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 650 445 | 61,31 | 38 077 | 60,78 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 50 756 | 26,14 | 2 971 | 25,73 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 5 185 | 304 | ||||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 4 685 | 29,13 | 274 | 28,64 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 671 | 106,46 | 39 | 105,26 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 19 028 | 4,42 | 1 114 | 4,02 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 304 191 | 21,58 | 17 807 | 21,19 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 9 647 | 565 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 75 630 | 81,05 | 4 427 | 80,47 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 8 877 | 0,99 | 439 | −15,28 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 947 | 55 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2 437 710 | 9,12 | 142 659 | 8,73 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 150 169 | 3,92 | 67 331 | 3,59 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 276 249 | 4,27 | 16 172 | 3,93 | ||||
| 2026-05-06 | 13F | Kitching Partners, Llc | 20 043 | 30,92 | 1 173 | 30,48 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 153 357 | 1 896,32 | 8 977 | 1 890,47 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 191 120 | 5,52 | 11 188 | 5,18 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 282 707 | 7,27 | 16 550 | 6,92 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 2 070 258 | 15,49 | 121 193 | 15,12 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 3 611 | 211 | ||||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 385 252 | 0,78 | 22 553 | 0,46 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 29 968 | 13,36 | 1 754 | 13,02 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 5 297 | 4 427,35 | 310 | −20,51 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 20 584 | 1,54 | 1 205 | 1,18 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 21 286 | 7,12 | 1 246 | 6,77 | ||||
| 2026-04-29 | 13F | Burney Co/ | 62 831 | 54,42 | 3 678 | 53,96 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 4 663 | 273 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 12 986 | 25,07 | 760 | 24,39 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 275 | 16 |
