Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard World Fund - Vanguard Information Technology ETF inkluderar Tiaa-cref Individual & Institutional Services, Llc, Victory Capital Management Inc, Junk Investment Group, LLC, Kirtland Hills Capital Management, Llc, Vanguard National Trust Co, Everest Financial Group LLC, Orographic Financial Advisors, LLC, Calamos Advisors LLC, IMC-Chicago, LLC, Banco BTG Pactual S.A., Innovative Asset Advisors Group, LLC, Advisor OS, LLC, Kiley Juergens Wealth Management, Llc, Applied Capital LLC, Evergreen Wealth Solutions, LLC, Archer Investment Management, LLC, Guardsman Private Capital Management, Inc., Oak Barrel Wealth Advisory LLC, Norden Group Llc, och Prairiewood Capital, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1 042 | 2 380,95 | 1 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 24 216 | 2,36 | 16 897 | −5,25 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1 151 | 2,68 | 803 | −4,98 | ||||
| 2026-05-15 | 13F | Scientech Research LLC | 352 | 246 | ||||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 1 454 | 2,97 | 1 015 | −4,70 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 11 322 | 7 900 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 2 202 | 0,09 | 1 537 | −7,36 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 11 539 | 1 | ||||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 1 167 | 155,36 | 814 | 136,63 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 6 214 | 28,97 | 4 388 | 20,85 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 6 361 | 23,04 | 532 | −86,37 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 55 018 | 235,86 | 5 558 | −54,95 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 1 735 | 6,64 | 1 211 | −1,31 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 1 042 | 11,32 | 727 | 3,12 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 44 542 | 31 078 | ||||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 5 719 | 5,71 | 3 990 | −2,16 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 65 | 0 | ||||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2 719 | 16,40 | 1 897 | 7,78 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 1 915 | 7,58 | 1 336 | −0,37 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 2 014 | 0,30 | 1 406 | −7,14 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 168 | 0,60 | 117 | −6,40 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 445 | 1,37 | 311 | −6,34 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 727 | 2,11 | 510 | −4,85 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 29 475 | 1,56 | 20 565 | −5,99 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 14 841 | 0,43 | 10 355 | −7,05 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 770 | 61,76 | 537 | 50,00 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 406 | 0,25 | 283 | −7,21 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 341 | 4,92 | 238 | −2,87 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 584 | 3,00 | 407 | −4,68 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 1 358 | 0,07 | 947 | −7,34 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 330 | 0,30 | 230 | −7,66 | ||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 685 | 478 | ||||||
| 2026-04-13 | 13F | Bank of New Hampshire | 8 881 | 0,58 | 6 196 | −6,90 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 2 803 | 10,79 | 1 956 | 2,52 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 47 963 | 2,29 | 33 465 | −5,32 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 448 | 0,22 | 312 | −7,14 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 16 070 | 3,20 | 11 212 | −4,46 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 218 616 | 8,60 | 152 534 | 0,94 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 662 | 8,52 | 462 | 0,44 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1 777 | 3,68 | 1 240 | −4,03 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 66 | 1 220,00 | 46 | 1 433,33 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 13 979 | 1,33 | 9 754 | −6,21 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 38 | 28 | ||||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 708 | 6,31 | 494 | −1,59 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 415 | 4,01 | 320 | 4,59 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 321 | 6,64 | 224 | −0,88 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 787 | 102,84 | 549 | 88,01 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 20 952 | 1,11 | 14 619 | −6,41 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 942 | 3 040,00 | 657 | 2 886,36 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 1 261 | 24,24 | 880 | 15,05 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 13 373 | 0,13 | 9 331 | −7,31 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 2 162 | 19,71 | 1 509 | 10,80 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 1 301 | 981 | ||||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 553 | 1,28 | 386 | −6,33 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 822 | 0,12 | 574 | −7,43 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 72 | 50 | ||||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 3 874 | 733,12 | 391 | 11,71 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 3 148 | 51,71 | 345 | −78,01 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 2 140 | 1 493 | ||||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 2 536 | 11,92 | 1 769 | 3,57 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 200 | 140 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 2 025 | 1 413 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 7 483 | 1,78 | 5 221 | −5,79 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 20 460 | 22,29 | 14 275 | 13,19 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 262 | 183 | ||||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1 146 | 18,88 | 800 | 10,06 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 9 245 | 1,18 | 6 451 | −6,35 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 11 973 | 102,31 | 8 355 | 87,31 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 5 273 | 1,78 | 3 679 | −5,79 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 2 428 | 221,59 | 1 694 | 197,72 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 14 037 | 9,79 | 9 794 | 1,62 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 135 651 | 16,03 | 94 646 | 7,40 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 991 | 0,41 | 692 | −7,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 54 | 38 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 52 800 | 5,78 | 36 840 | −2,09 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 19 | 13 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 26 370 | 0,45 | 18 398 | −7,02 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 22 655 | 6,28 | 15 807 | −1,63 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 3 045 | 2 125 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 290 | 3,20 | 202 | −4,27 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 3 304 | 7,41 | 2 306 | −0,56 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 2 884 | 127,62 | 1 775 | 85,86 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 62 946 | 19,57 | 43 919 | 10,68 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4 142 | 6,59 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 2 099 | 2,74 | 1 465 | −4,94 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 654 | 1 133,96 | 456 | 1 069,23 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1 500 | 11,11 | 1 047 | 2,85 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 2 922 | 2,63 | 2 039 | −5,03 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 309 | 216 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 2 908 | 0,55 | 2 029 | −7,60 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 849 | 64,85 | 592 | 52,58 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 444 | 59,14 | 310 | 47,14 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 9 566 | 5,76 | 6 674 | −2,10 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 341 | 11,07 | 238 | 2,60 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 4 432 | 108,37 | 498 | −68,93 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 21 462 | 2,18 | 15 862 | 0,19 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 666 | 0,06 | 1 162 | −7,34 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 5 407 | 1,18 | 3 773 | −6,36 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 291 | 203 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 18 324 | 1,32 | 12 785 | −6,21 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 39 254 | 0,73 | 27 388 | −6,76 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 24 767 | 1 067,70 | 17 281 | 981,35 | ||||
| 2026-04-06 | 13F | CX Institutional | 697 | 44,61 | 0 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 12 912 | 0,46 | 9 009 | −7,01 | ||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 434 | 5,60 | 303 | −2,27 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9 454 | 0,87 | 6 596 | −6,63 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 1 300 | 0,08 | 907 | −6,40 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 463 | 1,09 | 323 | −6,40 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 990 | 3,34 | 691 | −4,43 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 29 196 | 12,52 | 20 370 | 4,15 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 4 237 | 93,03 | 2 956 | 78,72 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 11 036 | 1,63 | 7 700 | −5,93 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 23 992 | 2,24 | 16 740 | −6,26 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6 276 | 10,38 | 4 379 | 2,17 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 771 | 2,25 | 538 | −5,28 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 965 | 673 | ||||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 295 | 0,34 | 206 | −7,24 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 661 | 1,23 | 461 | −6,30 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 1 100 | 777 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 324 | 226 | ||||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 302 | 211 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 187 | 13,33 | 130 | 4,84 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 925 | 15,75 | 2 041 | 7,14 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 15 761 | 2,60 | 11 011 | −5,03 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 412 | 288 | ||||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 430 | 0,47 | 0 | |||||
| 2026-05-13 | 13F | Adviser Investments LLC | 4 619 | 0,11 | 3 223 | −7,33 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 901 | 0,11 | 628 | −7,37 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 11 499 | 33,71 | 8 023 | 23,77 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 144 | 109 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 6 529 | 0,48 | 4 556 | −7,00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 6 113 | 4 265 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 5 038 | 2,80 | 3 515 | −4,85 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 521 | 0,19 | 363 | −7,40 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 10 | 100,00 | 7 | 100,00 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 325 | 227 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 99 329 | 709,26 | 8 663 | −6,38 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 566 | 317 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 27 078 | 4,50 | 20 411 | 5,51 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 2 860 | 1,85 | 1 995 | −5,72 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1 387 | 0,07 | 968 | −7,46 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 530 | 370 | ||||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 6 464 | 700,00 | 673 | 10,51 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 1 271 | 105,33 | 898 | 92,70 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 45 141 | 484,58 | 4 651 | −20,24 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 442 | 0,23 | 308 | −7,23 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 569 | 0,18 | 397 | −7,48 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 7 | 5 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4 202 | 16,05 | 2 932 | 7,40 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 440 | 24,29 | 307 | 14,61 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 2 715 | 1 894 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1 300 | 0,08 | 907 | −7,35 | ||||
| 2026-05-12 | 13F | ESG Planning | 13 906 | 0,49 | 9 703 | −6,99 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 21 | 16 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 15 | 10 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1 415 | 0,07 | 988 | −7,41 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 2 463 | 8,65 | 1 718 | 0,53 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 437 | 5,56 | 305 | −2,56 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 382 | 267 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 33 630 | 6,44 | 23 464 | −1,47 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1 867 | 18,54 | 1 303 | 9,69 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 993 | 5,86 | 693 | −1,98 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 7 617 | 0,57 | 5 314 | −7,07 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 22 571 | 7,18 | 15 748 | −0,79 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 49 | 276,92 | 34 | 277,78 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 92 | 64 | ||||||
| 2026-04-21 | 13F | North Forty Two & Co. | 1 472 | 0,41 | 1 027 | −7,06 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 4 648 | 687,80 | 480 | 7,88 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 341 | 12,54 | 238 | |||||
| 2026-02-12 | 13F | Planning Project LLC | 68 | 51 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 893 | 0,68 | 623 | −6,74 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 983 | 10,82 | 686 | 2,54 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 664 | 8,14 | 464 | 0,00 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1 203 | 43,21 | 839 | 28,88 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 759 | 0,13 | 530 | −7,36 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 1 025 | 0,29 | 715 | −7,14 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 456 | 0 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 479 | 0,21 | 334 | −7,50 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 1 211 | 14,68 | 845 | 6,16 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 4 107 | 100,44 | 2 980 | 93,01 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 694 | 16,44 | 485 | 6,37 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 1 320 | 182,05 | 976 | 176,20 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 118 | 82 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 175 | 132 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 9 464 | 0,54 | 6 603 | −6,93 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 64 832 | 695,78 | 6 804 | 10,80 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 483 | 337 | ||||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 7 864 | 0,10 | 5 487 | −7,35 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2 436 | 112,94 | 1 700 | 97,10 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 72 498 | 3,40 | 50 583 | −4,29 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 27 210 | 697,01 | 3 087 | 20,82 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 89 | 456,25 | 62 | 416,67 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 7 759 | 10,84 | 5 414 | 2,60 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 5 643 | 3 937 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 250 | 174 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2 031 | 0,54 | 1 417 | −6,90 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 676 | 96,51 | 471 | 82,56 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 2 068 | 97,14 | 1 443 | 82,53 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 214 | 2,88 | 161 | 3,87 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 7 357 | 12,39 | 5 133 | 4,03 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 7 079 | 213,51 | 4 939 | 190,36 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 49 | 2,08 | 34 | −8,33 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 51 201 | 61,06 | 35 724 | 49,09 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 4 101 | 6,08 | 2 861 | −1,82 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1 500 | 3,81 | 1 047 | −3,95 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 1 575 | 5,49 | 1 099 | −2,40 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 4 548 | 9,86 | 3 173 | 1,70 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 4 805 | 8,64 | 3 353 | 0,54 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 550 | 1,85 | 384 | −5,90 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 609 | 16,89 | 425 | 8,42 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 556 | 4,91 | 388 | −3,01 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 1 541 | 1 075 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1 074 | 749 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6 628 | 2,60 | 4 625 | −5,03 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 576 | 21,78 | 402 | 12,92 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1 271 | 0,63 | 887 | −6,93 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 1 931 | 4,43 | 1 347 | −3,30 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 101 732 | 829,23 | 10 492 | 25,37 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 530 | 0 | ||||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 349 | 145,77 | 244 | 127,10 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 935 | 10,91 | 652 | 2,68 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 432 | 9,09 | 301 | 1,01 | ||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 1 236 | 0,57 | 862 | −6,91 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 3 967 | 4,56 | 2 768 | −3,22 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 1 017 | 0,10 | 709 | −7,32 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 527 | 57,78 | 368 | 46,22 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 3 888 | 35,71 | 2 713 | 25,61 | ||||
| 2026-05-06 | 13F | CNB Bank | 148 | 35,78 | 103 | 25,61 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 680 | 15,25 | 475 | 6,76 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 821 | 123,71 | 1 | |||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 2 329 | 700,34 | 243 | 10,96 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 369 | 3,09 | 955 | −4,50 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 334 | 234 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1 273 | 2,66 | 889 | −5,03 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2 240 | 99,64 | 1 563 | 84,85 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 129 | 1,57 | 90 | −5,26 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3 649 | 6,32 | 2 546 | −1,59 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 671 | 0,15 | 468 | −7,33 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 94 | 77,36 | 66 | 66,67 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 2 806 | 0,04 | 1 958 | −7,43 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 278 523 | 0,26 | 194 331 | −7,19 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1 097 | 7,44 | 766 | −0,52 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 898 | 0,11 | 626 | −7,26 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 1 250 | 119,30 | 872 | 103,26 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 415 | 325 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 95 058 | 19,55 | 64 780 | 8,08 | ||||
| 2026-04-24 | 13F | GPM Growth Investors, Inc. | 3 607 | 3,68 | 2 517 | −4,04 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 2 728 | 711,90 | 286 | 13,04 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 5 453 | 0,02 | 3 805 | −7,42 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 15 508 | 1,81 | 10 860 | −5,82 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 513 | 5,77 | 358 | −2,19 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 269 | 0,75 | 188 | −6,47 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 69 | 176,00 | 48 | 166,67 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 1 343 | 4,35 | 937 | −3,40 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 1 772 | 1 236 | ||||||
| 2026-04-15 | 13F | Retireful, LLC | 2 941 | 7,37 | 2 052 | −1,58 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1 999 | 3,09 | 1 395 | −4,59 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 410 | 121,28 | 2 379 | 104,91 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 6 330 | 1,97 | 4 416 | −5,62 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 14 715 | 1,98 | 10 267 | −5,61 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 1 786 | 1 246 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 596 | 4,93 | 416 | −3,04 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 2 447 | 257,75 | 249 | −48,45 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 385 | 269 | ||||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 4 338 | 1,17 | 3 027 | −6,37 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 4 554 | 0,22 | 3 178 | −7,24 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 1 078 | 2,76 | 753 | −4,93 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 3 093 | 0,62 | 2 158 | −6,91 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2 419 | 5,59 | 1 687 | −2,26 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 458 | 3,85 | 320 | −3,92 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 12 565 | 0,38 | 8 767 | 97 311,11 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 650 | 0,46 | 454 | −6,98 | ||||
| 2026-04-28 | 13F | Pioneer Trust Bank N A/or | 545 | 9,00 | 380 | 1,06 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 1 932 | 5,52 | 1 348 | −2,39 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 7 855 | 246,65 | 1 700 | −0,53 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 15 451 | 0,71 | 10 811 | −6,79 | ||||
| 2026-04-24 | 13F | Essex LLC | 305 | 213 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 8 187 | 97,71 | 714 | −77,12 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 516 | 2,18 | 360 | −5,26 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 492 | 2,07 | 343 | −5,51 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 4 023 | 0,25 | 2 807 | −7,21 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 990 | 6,68 | 691 | −1,29 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 114 | 153,33 | 10 | −72,73 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 6 553 | 10,13 | 4 625 | 3,17 | ||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 7 525 | 35,88 | 5 250 | 25,78 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 885 | 4,98 | 618 | −2,83 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 4 392 | 739,77 | 446 | 11,50 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 1 723 | 4,11 | 1 202 | −3,61 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 4 358 | 1,68 | 3 041 | −5,88 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 1 485 | 3,70 | 1 036 | −3,99 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 50 | 78,57 | 35 | 61,90 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 4 733 | 730,35 | 488 | 12,47 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 200 | 140 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 888 | 1,60 | 620 | −5,93 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 313 | 27,11 | 916 | 17,61 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 819 | 6,23 | 572 | −1,72 | ||||
| 2026-05-05 | 13F | PFG Advisors | 4 019 | 3,10 | 2 804 | −4,56 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 5 847 | 1,25 | 4 080 | −6,29 | ||||
| 2026-04-30 | 13F | Summa Corp. | 482 | 39,71 | 336 | 29,23 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 396 | 276 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 16 711 | 1,58 | 11 660 | −5,98 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 11 100 | 15,38 | 7 745 | 6,80 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 25 120 | 48,72 | 13 074 | 2,71 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 2 244 | 5,01 | 1 566 | −2,80 | ||||
| 2026-05-14 | 13F | RM Financial Services, LLC | 2 012 | 13,29 | 1 404 | 4,86 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 2 632 | 159,57 | 1 836 | 140,31 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 9 994 | 2,08 | 6 973 | −5,52 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 949 | 0,11 | 662 | −7,42 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 9 680 | 596,40 | 1 010 | −3,63 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 760 | 58,66 | 530 | 46,81 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 562 | 0,18 | 404 | −5,18 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 75 107 | 19,47 | 52 404 | 10,59 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 70 076 | 3,38 | 48 893 | −4,31 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1 602 | 0,06 | 1 118 | −7,30 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 154 | 1,32 | 107 | −6,14 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 6 526 | 10,95 | 4 553 | 2,71 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 33 304 | 0,88 | 23 236 | −6,63 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2 095 | 1,06 | 1 462 | −6,47 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 1 242 | 5,88 | 867 | −1,92 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 349 | 21,60 | 243 | |||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 8 135 | 1,45 | 5 676 | −6,09 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 38 762 | 4,79 | 27 045 | −3,00 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 20 | 5,26 | 14 | −7,14 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6 430 753 | 0,17 | 4 300 246 | −11,14 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 3 338 | 5,40 | 2 329 | −2,43 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2 035 | 1 420 | ||||||
| 2026-05-14 | 13F | Main Management LLC | 23 778 | 1,30 | 17 | −5,88 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 27 242 | 18,89 | 19 007 | 10,05 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 1 045 | 2,55 | 729 | −5,21 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 692 | 2,98 | 1 181 | −4,60 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 766 | 3,37 | 535 | −4,30 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 328 | 20,59 | 229 | 12,25 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 17 332 | 666,22 | 1 805 | 5,93 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 5 825 | 247,76 | 4 064 | 222,03 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2 711 | 7,41 | 1 892 | −0,58 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 5 820 | 9,58 | 4 060 | 1,45 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 1 121 | 782 | ||||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 1 995 | 9,02 | 1 392 | 0,87 | ||||
| 2026-05-01 | 13F | Avion Wealth | 440 | 71,88 | 0 | |||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 300 | 209 | ||||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 863 | 11,21 | 474 | −19,01 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 812 460 | 1,67 | 566 870 | −5,89 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7 403 | 0,03 | 5 580 | 0,98 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 1 217 | 0,08 | 849 | −7,31 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 6 561 | 2,55 | 4 578 | −5,08 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 3 370 | 0,30 | 2 351 | −7,15 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 6 184 | 17,70 | 4 315 | 8,94 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 1 248 | 0,81 | 870 | −6,65 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 548 | 9,38 | 388 | 1,57 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 600 | 4,35 | 419 | −3,46 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 1 446 | 3,06 | 1 009 | −1,47 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14 811 | 0,72 | 10 334 | −6,77 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 959 | 25,03 | 669 | 15,74 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 494 | 0,41 | 345 | −7,01 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 3 173 | 31,61 | 2 214 | 21,79 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 2 264 | 7,30 | 1 579 | −0,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 44 638 | 4,13 | 31 204 | −3,64 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 14 681 | 0,12 | 10 243 | −7,33 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 673 | 4,18 | 469 | −3,70 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 423 182 | 2,23 | 295 273 | −5,37 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 709 | 18,56 | 494 | 9,78 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 462 | 21,58 | 322 | 12,59 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 19 | 13 | ||||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 8 091 | 2,40 | 5 645 | −5,21 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 457 | 319 | ||||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 5 997 | 1,63 | 4 184 | −6,06 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3 173 | 21,20 | 2 213 | 10,82 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 29 756 | 1,73 | 20 761 | −5,84 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 1 600 | 8,04 | 1 116 | −0,89 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 28 943 | 6,26 | 20 194 | −1,65 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 115 | 80 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 1 379 | 962 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4 621 | 3,10 | 3 224 | −4,56 | ||||
| 2026-05-07 | 13F | American Asset Management Inc. | 800 | 33,33 | 558 | 23,45 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 689 | 0,15 | 482 | 3,66 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 27 438 | 416,43 | 19 144 | 378,12 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 1 454 | 0,69 | 1 015 | −6,80 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 1 213 | 0,17 | 846 | −7,24 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 9 033 | 3,21 | 6 303 | −4,47 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 1 155 | 4,81 | 806 | −3,01 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 47 | 62,07 | 33 | 52,38 | ||||
| 2026-04-16 | 13F | Baugh & Associates, LLC | 424 | 296 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8 725 | 6,91 | 6 577 | 7,93 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 6 185 | 23,40 | 4 316 | 14,21 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 6 937 | 12,16 | 4 840 | 3,82 | ||||
| 2026-05-13 | 13F | Summitas Investment Management LLC | 14 170 | 2,87 | 9 887 | −4,79 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 10 211 | 7,54 | 7 125 | −0,46 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 24 | 18 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 1 189 | 874 | ||||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 1 637 | 0,06 | 1 142 | −7,46 | ||||
| 2026-05-07 | 13F | First National Trust Co | 3 115 | 16,36 | 2 173 | 7,73 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 388 | 4,58 | 271 | −3,23 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 1 716 | 2,14 | 1 198 | −5,45 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 5 511 | 6,49 | 3 845 | −1,41 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 2 127 | 6,88 | 1 484 | −0,54 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 1 005 | 3,18 | 701 | −4,50 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 7 506 | 10,32 | 5 237 | 2,11 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13 367 | 2,79 | 10 076 | 3,77 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Put | 3 500 | 2 442 | |||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 786 | 28,43 | 548 | 18,87 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 394 | 1,76 | 3 066 | −5,81 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 58 300 | 84,25 | 40 675 | 70,54 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 973 | 4,18 | 679 | −3,55 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Call | 5 300 | 3 698 | |||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 1 613 | 251,42 | 1 126 | 226,09 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 364 | 1,68 | 254 | −5,95 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 5 997 | 9,08 | 4 184 | 0,97 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 2 017 | 381,38 | 208 | −35,00 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 3 450 | 2,50 | 2 407 | −5,12 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 881 | 0,92 | 615 | −6,69 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 409 700 | 0,14 | 285 876 | −7,31 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1 | 1 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 1 329 | 30,55 | 927 | 20,86 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 11 372 | 162,69 | 7 934 | 143,23 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 24 925 | 53,21 | 17 391 | 41,82 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 122 | 27,08 | 7 | −90,00 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 2 153 | 1,70 | 1 502 | −5,83 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 722 | 18,36 | 544 | 19,56 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2 745 | 72,64 | 1 916 | 59,85 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2 555 | 19,23 | 1 783 | 10,40 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 3 978 | 26,61 | 2 775 | 17,19 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 3 832 | 3,12 | 2 672 | −4,61 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 16 658 | 5,44 | 11 771 | −1,14 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 755 | 7,16 | 1 922 | −0,83 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 2 273 | 700,35 | 237 | 11,27 | ||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 1 325 | 925 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 9 084 | 54,62 | 6 338 | 43,11 | ||||
| 2026-05-12 | 13F | Creative Planning | 159 803 | 8,44 | 111 497 | 0,37 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 14 388 | 8,46 | 10 039 | 0,39 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3 226 | 72,61 | 2 251 | 59,69 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 135 405 | 8,63 | 94 475 | 0,55 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1 882 | 0,53 | 1 313 | −6,95 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 8 052 | 2,38 | 5 618 | −5,23 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 5 629 | 4 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 2 275 | 3,60 | 1 587 | −4,05 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 1 334 | 0,08 | 931 | −7,37 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 28 843 | 44,42 | 20 124 | 33,68 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 162 642 | 5,03 | 113 478 | −2,79 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 5 708 | 0,09 | 3 983 | −7,35 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 681 | 85,05 | 475 | 71,48 | ||||
| 2026-04-24 | 13F | United Community Bank | 765 | 11,68 | 534 | 3,29 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 645 | 8,95 | 450 | 0,90 | ||||
| 2026-05-13 | 13F | Nwm Advisors, Llc | 3 827 | 4,08 | 2 670 | −3,64 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 757 | 10,67 | 528 | 2,52 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 336 | −7,46 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 16 085 | 510,20 | 11 223 | 465,11 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 290 | 219 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 782 | 73,78 | 545 | 61,24 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 314 | 219 | ||||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 28 324 | 19 762 | ||||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 849 | 2,17 | 592 | −5,43 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 594 | 0,34 | 415 | −7,17 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 926 | 0,33 | 698 | 1,45 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 263 | 28,29 | 184 | 18,83 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 903 | 18,04 | 630 | 9,38 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 6 905 | 13,44 | 4 818 | 4,99 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 751 | 3,02 | 524 | −4,74 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 22 121 | 2,49 | 15 434 | −5,13 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 202 100 | 91,20 | 141 009 | 76,98 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 108 200 | 78,84 | 75 493 | 65,54 | |||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 8 345 | 27,39 | 5 822 | 17,90 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 605 | 9,01 | 423 | 0,96 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 6 | 4 | ||||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 657 | 458 | ||||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 1 048 | 16,44 | 731 | 7,82 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 20 462 | 2 104 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 24 270 | 6,57 | 16 933 | −1,35 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 8 479 | 1,68 | 5 916 | −5,87 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 331 | 3,12 | 231 | −4,56 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 4 069 | 4,09 | 3 067 | 5,11 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 141 | 1 181,82 | 98 | 1 125,00 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 992 | 692 | ||||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 9 | 6 | ||||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 800 | 558 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 583 | 7,76 | 407 | −0,25 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 721 | 4,64 | 503 | −3,08 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 891 | 21,06 | 622 | 11,89 | ||||
| 2026-05-05 | 13F | Mcdaniel Terry & Co | 360 | 5,88 | 251 | −1,95 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 1 905 | 1,71 | 1 329 | −5,81 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 306 | 0,33 | 213 | −7,39 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 914 | 3,04 | 638 | −4,64 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 1 280 | 121,45 | 893 | 105,29 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 54 934 | 1,72 | 38 329 | −5,85 | ||||
| 2026-05-11 | 13F | Commerce Bank | 9 982 | 45,13 | 6 965 | 34,34 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 14 093 | 0,24 | 9 833 | −7,22 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 344 | 2,08 | 240 | −5,53 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 8 475 | 16,08 | 5 913 | 7,45 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 497 | 5,52 | 347 | −2,25 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 17 951 | 1,28 | 12 525 | −6,25 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 3 783 | 2,55 | 2 640 | −5,07 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 6 976 | 10,52 | 4 868 | 2,29 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14 953 | 6,03 | 1 304 | −87,73 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 1 381 | 23,97 | 923 | 8,97 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 312 | 4,35 | 218 | −3,56 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 2 035 | 11,02 | 1 420 | 2,82 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 273 | 206 | ||||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 649 | 2,37 | 453 | −5,24 | ||||
| 2026-05-05 | 13F | UBS Group AG | Call | 4 764 | 35,88 | 3 324 | 25,78 | |||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 651 | 11,09 | 455 | 2,95 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 535 654 | 0,75 | 1 071 457 | −6,75 | ||||
| 2026-04-23 | 13F | American National Bank | 158 | 6,76 | 110 | −0,90 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 530 | 0 | ||||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 520 | 4,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 15 335 | 1,51 | 11 559 | 41,08 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 667 | 4,06 | 465 | −3,53 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 52 596 | 16,66 | 36 698 | 7,99 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 1 409 | 983 | ||||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 1 876 | 5,22 | 1 309 | −2,61 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 19 639 | 1,00 | 14 804 | 1,96 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 13 306 | 25,34 | 9 284 | 16,02 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 959 | 22,63 | 669 | 13,58 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 299 677 | 4,33 | 209 092 | −3,43 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 485 | 0,41 | 339 | −6,89 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 431 | 0,14 | 998 | −7,34 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 1 224 | 854 | ||||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 3 072 | 0,92 | 2 143 | −6,58 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1 924 | 12,25 | 1 342 | 3,95 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 391 | 273 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4 602 | 266,99 | 3 211 | −6,95 | ||||
| 2026-04-13 | 13F | Ayalon Holdings Ltd. | 4 396 | 3,53 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 8 814 | 2,55 | 6 150 | −5,08 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 9 062 | 528,87 | 935 | −14,63 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 3 625 | 11,71 | 2 529 | 3,39 | ||||
| 2026-05-18 | 13F | Systematic Alpha Investments, LLC | 658 400 | 700,00 | 57 422 | −7,44 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 344 | 26,47 | 240 | 17,16 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 6 326 | 69,87 | 4 414 | 57,21 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 2 491 | 37,17 | 1 738 | 26,95 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 5 082 | 0,04 | 3 622 | −5,90 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2 757 | 10,15 | 1 924 | 1,96 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 12 020 | 2,76 | 8 387 | −4,88 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 467 | 0,21 | 326 | −7,41 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 306 | 214 | ||||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 21 550 | 6,09 | 15 928 | 4,02 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 100 052 | 22,30 | 69 808 | 13,21 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 5 711 | 68,02 | 3 985 | 55,56 | ||||
| 2026-04-20 | 13F | City State Bank | 3 302 | 6,96 | 2 304 | −0,99 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 722 | 6 696 | 17,93 | |||||
| 2026-05-13 | 13F | Caitlin John, LLC | 840 | 8,25 | 586 | 0,17 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 270 | 214 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 818 | 0,25 | 570 | −7,17 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 33 120 | 0,94 | 23 108 | −6,57 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1 060 | 10,65 | 739 | 2,50 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 3 064 | 12,61 | 2 138 | 4,24 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3 430 | 0,12 | 2 393 | −7,32 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 4 092 | 3 | ||||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 435 | 304 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 294 | 1,38 | 205 | −5,96 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 9 970 | 6,83 | 6 956 | −1,12 | ||||
| 2026-01-22 | 13F | NRI Wealth Management LC | 24 255 | 0,62 | 18 283 | 1,58 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 2 010 | 1,46 | 1 402 | −6,22 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1 538 | 22,26 | 1 073 | 13,19 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1 063 | 8,03 | 742 | 0,00 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2 078 | 28,51 | 1 450 | 18,95 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 507 | 8,80 | 354 | 0,57 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 1 317 | 2,49 | 919 | −5,17 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 22 951 | 22,75 | 16 013 | 13,62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 6 575 | 1,69 | 4 588 | −5,87 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 628 | 90,30 | 438 | 76,61 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 414 | 19,31 | 289 | 10,34 | ||||
| 2026-05-08 | 13F | Matisse Capital | 461 | 8,73 | 321 | 0,63 | ||||
| 2026-05-14 | 13F | Trivant Custom Portfolio Group, LLC | 1 554 | 34,66 | 1 084 | 24,74 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 2 671 | 0,11 | 1 864 | −7,36 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 687 | 7,01 | 479 | −0,83 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 114 | 80 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 062 | 18,26 | 710 | 3,95 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 4 092 | 23,10 | 2 855 | 13,97 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 3 045 | 29,30 | 2 125 | 19,66 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 75 | 52 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 3 170 | 90,73 | 2 212 | 76,60 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 105 | 208,82 | 11 | −57,69 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 2 104 | 1 468 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 501 | 0,20 | 349 | −7,18 | ||||
| 2026-05-01 | 13F | Fpc Investment Advisory, Inc. | 90 840 | 706,03 | 9 462 | 11,37 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 407 | 0,25 | 284 | −7,21 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 159 | 367,65 | 111 | 340,00 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 20 | 25,00 | 14 | 8,33 | ||||
| 2026-04-29 | 13F | Jericho Financial, Llp | 360 | 1,41 | 251 | −6,37 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 71 | 54 | ||||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 12 442 | 28,18 | 8 681 | 18,66 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 3 065 | 1,09 | 2 138 | −6,43 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 12 017 | 2,74 | 8 385 | −4,90 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 17 397 | 2,96 | 12 138 | −4,70 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 1 794 | 0,11 | 1 251 | −7,33 | ||||
| 2026-05-14 | 13F | Smith Asset Management Co., LLC | 4 883 | 5,31 | 3 407 | −2,55 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 1 231 | 0,08 | 859 | −7,34 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 85 561 | 738,75 | 9 609 | 24,96 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 2 409 | 0,92 | 1 681 | −6,61 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 14 024 | 2,00 | 9 786 | −5,60 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 54 576 | 4,53 | 38 079 | −3,24 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 3 523 | 1,82 | 2 458 | −5,72 | ||||
| 2026-04-23 | 13F | Rexford Capital Inc | 33 | 23 | ||||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 886 | 618 | ||||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 24 357 | 16 995 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 2 578 | 2,02 | 1 799 | −5,57 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 1 332 | 6,65 | 929 | −1,28 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 782 | 3,99 | 546 | −3,71 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 646 | 8,94 | 450 | 0,90 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 5 | 3 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 21 960 | 7,30 | 15 322 | −0,69 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 38 | 27 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 108 498 | 683,38 | 9 463 | −9,36 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 36 | 25 | ||||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 2 833 | 4,00 | 2 135 | 5,02 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 280 153 | 1,06 | 195 | −6,25 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3 564 | 47,95 | 2 871 | 58,18 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 7 811 | 3,72 | 5 450 | −4,00 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 2 557 | 23,83 | 1 784 | 14,65 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 782 | 12,68 | 546 | 4,21 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 1 967 | 4,07 | 1 373 | −3,65 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 21 101 | 3,95 | 14 723 | −3,78 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2 114 | 77,20 | 1 476 | 64,07 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 28 961 | 731,50 | 2 988 | 13,01 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 9 043 | 6,64 | 4 905 | −23,27 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 1 000 | 698 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 835 | 13,92 | 590 | 6,88 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 100 | 0 | ||||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 3 624 | 278,68 | 439 | −39,42 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 1 758 | 6,29 | 1 227 | −1,61 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 58 574 | 14,07 | 40 868 | 5,59 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 7 915 | 0,24 | 5 522 | −7,24 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 41 294 | 28 812 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 505 | 17,99 | 352 | 9,32 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 13 | 0 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 2 256 | 23,89 | 1 574 | 14,72 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 363 071 | 5,02 | 253 322 | −2,79 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2 617 | 3,07 | 1 826 | −4,60 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | Put | 100 | 70 | |||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 253 | 176 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1 077 | 34,46 | 751 | 24,54 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 562 | 0,36 | 392 | −7,11 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2 843 | 9,85 | 1 984 | 1,69 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 93 958 | 4,44 | 65 557 | −3,33 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 297 055 | 78,76 | 977 603 | 80,46 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 367 | 2,23 | 256 | −5,19 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3 088 | 0,19 | 2 154 | −7,28 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 15 105 780 | 1,62 | 10 539 605 | −5,93 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 46 833 | 215,42 | 32 676 | 191,96 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 8 005 | 32,47 | 5 585 | 22,61 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 4 589 | 14,01 | 3 202 | 5,54 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 11 319 | 78,96 | 8 | 75,00 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 24 976 | 1,88 | 17 426 | −5,69 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 6 818 | 10,57 | 4 757 | 2,37 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 2 334 | 0,21 | 1 629 | −7,24 | ||||
| 2026-04-21 | 13F | GFG Capital, LLC | 402 | 0,25 | 280 | −7,28 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 7 620 | 55,38 | 5 316 | 43,83 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2 031 | 3,89 | 1 417 | −3,74 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 757 | 0,53 | 528 | −6,88 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 5 031 | 0,68 | 3 510 | −6,80 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 21 689 | 4,68 | 15 133 | −3,11 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 1 020 | 205,39 | 712 | 183,27 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 140 | 3 400,00 | 98 | 3 133,33 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 816 | 569 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 14 547 | 26,23 | 10 150 | 16,84 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 2 100 | 133,33 | 1 465 | 116,08 | |||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24 668 | 46,24 | 17 211 | 35,37 | ||||
| 2026-04-28 | 13F | Townsend & Associates, Inc | 4 825 | 700,17 | 497 | 8,75 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 8 770 | 13,53 | 6 197 | 6,44 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 642 | 0,94 | 448 | −6,68 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 3 363 | 46,86 | 2 346 | 35,92 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 95 830 | 1,50 | 66 863 | −6,05 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 4 257 | 148,51 | 2 970 | 130,05 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1 789 | 17,23 | 1 248 | 8,52 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1 526 | 0,20 | 1 134 | −2,33 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 547 | 0,55 | 382 | −7,07 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 569 | 0,18 | 397 | −7,48 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 328 | 10,07 | 229 | 1,79 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 547 | 6,01 | 382 | −1,80 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 12 876 | 2,17 | 8 984 | −5,44 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 1 402 | 3,39 | 978 | −4,31 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 3 132 | 66,77 | 2 186 | 54,42 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 499 | 25,06 | 348 | 16,00 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 1 480 | 2,99 | 1 033 | −4,71 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 1 627 | 2,26 | 1 135 | −5,34 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 485 | 77,66 | 330 | 59,71 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 303 | 76,16 | 211 | 63,57 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 531 | 1,53 | 370 | −6,09 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 1 162 | 3,94 | 811 | −3,80 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1 292 | 9,68 | 902 | 1,58 | ||||
| 2026-05-15 | 13F | Clifford Group, LLC | 6 601 | 3,08 | 4 606 | −4,60 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 449 | 2,05 | 344 | 3,31 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 712 | 1,28 | 490 | −4,12 | ||||
| 2026-04-07 | 13F | Eastern Bank | 859 | 17,03 | 599 | 8,32 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 27 250 | 3,83 | 19 013 | −3,89 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 802 | 83,52 | 559 | 69,91 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 4 612 | 2,83 | 3 218 | −4,79 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 1 251 | 5,93 | 873 | −2,02 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 6 416 | 2,18 | 4 836 | 3,16 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 360 | 251 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 100 | 70 | |||||
| 2026-05-12 | 13F | Holderness Investments Co | 1 284 | 2,72 | 896 | −4,99 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 3 136 | 0,19 | 2 188 | −7,25 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 371 | 2,20 | 259 | −5,49 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 320 | 223 | ||||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 314 | 0,32 | 219 | −7,63 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 2 770 | 6,33 | 1 933 | −1,63 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 909 | 0,11 | 1 | |||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 654 | 456 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 859 | 5,03 | 1 297 | −2,85 | ||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 886 | 0,11 | 618 | −7,35 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 69 | 91,67 | 48 | 77,78 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2 748 | 6,55 | 1 917 | −1,34 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 19 647 | 3,22 | 13 708 | −4,45 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 1 758 | 1 227 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 259 166 | 98,49 | 180 825 | 83,73 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 2 050 | 7,16 | 1 431 | −0,83 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 12 105 | 6,00 | 8 446 | −1,89 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 5 424 | 678,19 | 610 | 18,25 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 1 047 | 1,75 | 731 | −5,80 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 24 007 | 2,72 | 2 | −88,24 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 3 632 | 700,00 | 381 | 11,11 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 8 276 | 15,47 | 5 774 | 6,89 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 708 | 4,73 | 494 | −2,95 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 83 | 730,00 | 9 | 14,29 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 397 | 0,76 | 277 | −6,73 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2 427 | 3,54 | 1 694 | −4,19 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 29 451 | 0,43 | 20 549 | −7,04 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 405 | 8,29 | 283 | |||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 19 | 5,56 | 0 | |||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 5 457 | 8,58 | 3 808 | 0,50 | ||||
| 2026-05-13 | 13F | BTS Asset Management, Inc. | 456 | 318 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 594 | 4,39 | 414 | −3,50 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 6 952 | 2,27 | 4 851 | −5,35 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 974 | 39,14 | 680 | 28,84 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 292 | 204 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 4 592 | 8,40 | 3 204 | 0,38 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 1 404 | 10,20 | 980 | 1,98 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 27 938 | 0,49 | 19 493 | −6,99 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 429 | 5,15 | 299 | −2,61 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 5 116 | 0,27 | 3 570 | −7,23 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 409 | 16,52 | 285 | 7,95 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 26 294 | 14,08 | 18 346 | 5,59 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 699 | 0,14 | 538 | 2,28 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 1 030 | 3,31 | 719 | −4,39 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 13 306 | 5,52 | 9 284 | −2,33 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 255 | 2,82 | 178 | −5,35 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 71 | 50 | ||||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 805 | 3,87 | 562 | −3,94 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 36 394 | 1,10 | 25 393 | −6,42 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 3 497 | 28,05 | 2 440 | 18,56 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 427 | 34,70 | 298 | 24,27 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 7 457 | 53,37 | 5 203 | 41,94 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 1 110 | 1,00 | 774 | −6,52 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 9 066 | 4,77 | 6 326 | −3,32 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 762 | 13,22 | 532 | 4,73 | ||||
| 2026-05-07 | 13F | 360 Financial, Inc. | 667 | 1,06 | 465 | −6,44 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 1 848 | 1,09 | 1 289 | −6,39 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 2 062 | 0,73 | 1 555 | 1,70 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 3 683 | 8,71 | 2 569 | 0,63 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 148 | 103 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 618 | 5,28 | 457 | 3,17 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 763 | 10,90 | 533 | 2,70 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 7 244 | 1,10 | 5 054 | −6,42 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 289 | 202 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 802 | 0,12 | 574 | −4,81 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 1 446 | 1,26 | 1 009 | −6,32 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 13 508 | 6,59 | 9 424 | −1,34 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 1 096 | 5,49 | 765 | −2,43 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 324 | 2,21 | 240 | −0,83 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 8 945 | 3,89 | 6 241 | −3,84 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 628 | 140,61 | 0 | |||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 3 826 | 0,68 | 2 670 | −6,77 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 1 937 | 0,10 | 1 352 | −7,34 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 1 390 | 2,21 | 970 | −5,46 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 11 719 | 0,83 | 8 177 | −6,67 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 18 | 13 | ||||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 538 | 375 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 16 430 | 50,36 | 11 | 37,50 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 1 263 | 1 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 80 160 | 9,47 | 55 930 | 1,33 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 350 | 0,29 | 244 | −7,22 | ||||
| 2026-04-14 | 13F | Pictet & Cie (Europe) SA | 1 760 | 60,29 | 1 228 | 48,37 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 7 898 | 7,28 | 5 511 | −0,70 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2 492 | 2,81 | 1 739 | −4,82 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 4 697 | 0,04 | 3 277 | −7,38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 118 764 | 143,10 | 82 864 | 125,02 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 1 177 | 0,09 | 821 | −7,45 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 563 | 7,05 | 1 091 | −0,82 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 13 209 | 5,32 | 9 763 | 1,60 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 675 | 1,05 | 471 | −6,56 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 19 952 | 290,37 | 13 921 | 261,37 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5 838 | 64,40 | 4 073 | 52,20 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 284 | 6,77 | 204 | 1,50 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1 550 | 1,44 | 1 081 | −6,08 | ||||
| 2026-04-16 | 13F | Redstone Wealth Management, Llc | 27 848 | 2,43 | 19 430 | −5,19 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 29 092 | 680,36 | 3 300 | 25,57 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 1 110 | 0,18 | 774 | −7,31 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 3 024 | 637,56 | 331 | 8,17 | ||||
| 2026-05-15 | 13F | Quantitative Investment Management, LLC | 5 407 | 4 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 31 425 | 5,39 | 21 926 | −2,45 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 447 | 312 | ||||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 857 | 0,12 | 598 | −7,73 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3 487 | 5,76 | 2 433 | −2,13 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 3 642 | 1,11 | 2 541 | −6,44 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 395 | 276 | ||||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 1 937 | 14,89 | 1 352 | 93,28 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 3 942 | 62,62 | 2 750 | 50,52 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 384 | 268 | ||||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 527 | 51,44 | 368 | 40,08 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 10 | 66,67 | 8 | 75,00 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 8 850 | 0,02 | 6 175 | −7,42 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 1 185 | 3,95 | 827 | −3,84 | ||||
| 2026-04-29 | 13F | Burney Co/ | 827 | 0,73 | 577 | −6,63 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 369 | 0,54 | 261 | −5,80 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 761 | 9,18 | 531 | 0,95 | ||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 616 | 0,16 | 430 | −7,34 |
