VUG / Vanguard Index Funds - Vanguard Growth ETF - Institutionellt ägande - Köpare

Vanguard Index Funds - Vanguard Growth ETF
US ˙ ARCA ˙ US9229087369

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Vanguard Index Funds - Vanguard Growth ETF inkluderar Tiaa-cref Individual & Institutional Services, Llc, Vanguard Advisers Inc, Tulsa Wealth Advisors, INC, Junk Investment Group, LLC, Vanguard National Trust Co, Veratis Advisors, Inc., GLR Partners, LLC, TIAA Wealth Investment Management LLC, Krane Financial Solutions LLC, Capital Advisor Network LLC, LightSquare Wealth Management, LLC, IMC-Chicago, LLC, Action Point Financial Planning, Llc, Nomura Asset Management Co Ltd, Downshift Financial, LLC, Strathmore Capital Advisors, Inc., Selective Wealth Management, Inc., Cpwa, Llc, Vertrix Wealth Management, LLC, och Spartan Wealth Advisory Services 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
(%)
2026-04-21 13F Grey Fox Wealth Advisors, LLC 119 819 1,19 52 336 −9,40
2026-05-11 13F Rossby Financial, LCC 12 500 50,01 5 517 35,69
2026-05-09 13F MSH Capital Advisors LLC 14 564 22,26 6 361 9,46
2026-05-13 13F Cynosure Management, Llc 701 0,14 306 −10,26
2026-05-08 13F Blair William & Co/il 250 430 0,21 109 385 −10,28
2026-05-15 13F Wellspring Financial Advisors, LLC 1 042 054 0,34 11 760 −0,31
2026-02-12 13F Litman Gregory Asset Management LLC 416 203
2026-04-28 13F Fortitude Advisory Group L.L.C. 1 666 128,22 728 104,79
2026-05-13 13F Elm Partners Management LLC 3 361 39,23 235 −80,03
2026-04-23 13F West Bancorporation Inc 15 554 14,04 6 794 2,10
2026-04-28 13F Berger Financial Group, Inc 189 350 422,47 82 706 367,79
2026-05-15 13F Fiduciary Trust Co 3 463 28,21 1 513 14,81
2026-05-04 13F Integrity Wealth Solutions LLC 30 020 0,99 13 112 −9,58
2026-05-15 13F Investmark Advisory Group LLC 2 472 6,74 1 080 −4,42
2026-05-12 13F M Holdings Securities, Inc. 83 665 413,94 8 14,29
2026-03-02 13F Reflection Asset Management 305 149
2026-05-12 13F Asset One Wealth Management LLC 2 832 500,00 231 1,32
2026-04-08 13F Eastover Investment Advisors LLC 685 10,66 299 −0,66
2026-04-22 13F Aspire Private Capital, LLC 42 634 2,50 18 622 −8,23
2026-04-06 13F Trust Co of the South 56 748 1,73 24 788 −8,92
2026-04-20 13F 25 Llc 59 427 9,04 25 957 −2,37
2026-05-11 13F RiverFront Investment Group, LLC 3 319 54,09 1 450 38,00
2026-05-14 13F Clg Llc 1 499 5,19 655 −5,90
2026-04-08 13F Thompson Investment Management, Inc. 1 933 1,36 844 −9,25
2026-04-10 13F Perigon Wealth Management, LLC 104 014 7,02 45 432 −4,18
2026-04-17 13F Monticello Wealth Management, Llc 9 178 0,02 4 009 −10,46
2026-05-13 13F Signature Equity Partners, LLC 1 915 30,81 836 17,09
2026-05-04 13F Bleakley Financial Group, LLC 230 880 31,00 100 846 17,29
2026-05-04 13F J. Safra Sarasin Holding AG 3 211 67,94 1 403 50,43
2026-04-27 13F Pachira Investments Inc. 1 166 0,69 509 −9,75
2026-05-14 13F TRB Wealth Management, LLC 807 352
2026-04-20 13F Davidson Trust Co 12 266 7,94 5 360 −3,32
2026-04-27 13F Canal Capital Management, LLC 2 621 36,16 1 145 21,96
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 3 441 990 1 503 427
2026-04-14 13F Quantum Financial Planning Services, Inc. 131 790 5,10 57 565 −5,90
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 1 202 10,07 525 −1,50
2026-04-22 13F Retirement Guys Formula Llc 4 518 6,71 1 869 0,00
2026-05-01 13F Cullinan Associates Inc 697 6,74 304 −4,40
2026-04-16 13F Triad Wealth Partners, LLC 19 260 15,90 8 412 3,76
2026-05-01 13F Warburton Capital Management, LLC 577 0,17 0
2026-05-08 13F Retirement Planning Co of New England, Inc. 4 562 2,61 1 992 −8,16
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 10 443 0,78 4 561 −9,77
2026-05-14 13F Roof Eidam & Maycock/adv 43 602 1,75 19 045 −8,91
2026-05-01 13F Johnson Investment Counsel Inc 31 364 0,97 13 700 −9,60
2026-04-17 13F PMG Family Office LLC 567 10,74 248 −0,80
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 3 467 3,15 1 514 −7,63
2026-05-07 13F Resolute Wealth Strategies, LLC 959 4,13 419 −6,90
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 5 973 24,13 2 609 11,12
2026-04-15 13F Silverlake Wealth Management Llc 5 053 212,30 2 207 179,72
2026-05-12 13F Clark Wealth Partners 51 37,84 22 22,22
2026-04-24 13F Advanced Asset Management Advisors Inc 795 3,11 347 −7,47
2026-05-07 13F Action Point Financial Planning, Llc 13 408 5 853
2026-04-29 13F Kaydan Wealth Management, Inc. 8 866 1,81 3 873 −8,85
2026-05-04 13F One Wealth Capital Management, Llc 3 096 535,73 256 8,02
2026-05-05 13F Legacy Advisors, LLC 5 120 54,45 2 236 38,28
2026-05-15 13F Inspire Advisors, LLC 1 938 119,48 847 96,29
2026-04-23 13F Lazari Capital Management, Inc. 598 7,17 261 −4,04
2026-04-30 13F Beirne Wealth Consulting Services, LLC 32 269 0,11 14 095 −10,37
2026-05-08 13F Vanguard National Trust Co 30 436 13 294
2026-04-21 13F Compass Advisory Group LLC 4 193 0,10 1 832 −10,38
2026-04-07 13F Mb, Levis & Associates, Llc 3 022 0,10 1 320 −10,33
2026-05-01 13F CV Advisors LLC 2 964 216
2026-04-15 13F DAVENPORT & Co LLC 140 862 3,59 61 527 −7,26
2026-04-22 13F McLean Asset Management Corp 2 078 1,81 908 −8,38
2026-04-22 13F Traveka Wealth, LLC 839 47,19 366 31,65
2026-05-13 13F Invictus Private Wealth, Llc 425 548 1,53 185 875 −9,10
2026-04-16 13F Montecito Bank & Trust 903 10,12 394 −1,50
2026-04-22 13F Romano Brothers And Company 41 718 0,17 18 222 −10,32
2026-05-13 13F Fusion Capital, LLC 30 090 1,08 13 143 −9,51
2026-05-12 13F Prosperity Bancshares Inc 1 593 30,36 696 16,61
2026-05-20 13F/A Arete Wealth Advisors, LLC 58 191 67,03 25 393 158 606,25
2026-05-13 13F Marex Group plc 6 093 2 661
2026-04-22 13F tru Independence LLC 981 2,19 429 −8,55
2026-04-27 13F Arcadia Wealth Management, LLC 79 537 5,44 34 741 −5,60
2026-05-15 13F MAI Capital Management 130 563 13,76 57 029 1,85
2026-04-23 13F North Star Investment Management Corp. 1 360 1,95 594 −8,62
2026-04-21 13F Maseco Llp 2 157 39,70 942 24,97
2026-04-17 13F Community Bank of Raymore 10 750 0,51 4 696 −10,01
2026-05-13 13F Kingdom Financial Group LLC. 416 89,09 182 69,16
2026-05-15 13F Two Sigma Investments, Lp 875 880 7,23 382 576 −4,00
2026-05-11 13F CAPROCK Group, Inc. 35 556 39,63 15 531 25,01
2026-04-24 13F Eagle Bay Advisors LLC 2 672 82,64 1 167 63,67
2026-05-14 13F St. Louis Trust Co 19 400 18,00 8 474 5,65
2026-05-05 13F Net Worth Advisory Group 7 703 10,09 3 365 −1,44
2026-05-18 13F Hamilton Wealth, LLC 2 346 86,63 1 025 67,05
2026-05-05 13F Prosperity Consulting Group, LLC 4 627 1,76 2 021 −8,93
2026-04-29 13F Golden Road Advisors Llc 114 960 2,47 50 213 −8,26
2026-04-27 13F Oarsman Capital, Inc. 1 448 632
2026-05-05 13F Atria Investments Llc 188 629 21,48 82 391 8,77
2026-05-13 13F AE Wealth Management LLC 99 314 9,23 43 380 −2,20
2026-04-22 13F Stone House Investment Management, LLC 498 4,62 218 −6,47
2026-05-06 13F Assetmark, Inc 593 629 16,44 259 291 4,25
2026-04-17 13F Riverbridge Partners Llc 768 335
2026-04-17 13F Vermillion Wealth Management, Inc. 765 3,10 334 −7,48
2026-05-07 13F Lyell Wealth Management, Lp 931 24,80 407 11,54
2026-05-11 13F Haverford Trust Co 5 322 100,75 2 325 79,74
2026-04-24 13F Bellevue Asset Management, Llc 811 21,23 354 8,59
2026-05-15 13F CSM Advisors, LLC 202 179 0,34 88 −10,20
2026-04-08 13F Inspirion Wealth Advisors, Llc 166 095 17,20 72 549 4,93
2026-05-07 13F Oak Barrel Wealth Advisory LLC 953 465
2026-05-13 13F Allred Capital Management, LLC 1 056 1,44 458 −9,84
2026-05-08 13F Elevation Advisory Partners LLC 582 285
2026-04-24 13F Tcfg Wealth Management, Llc 1 061 0,38 463 −10,10
2026-05-13 13F NewEdge Wealth, LLC 46 759 19,62 20 424 7,09
2026-04-15 13F Register Financial Advisors LLC 22 987 4,09 10 041 −6,80
2026-05-01 13F Advisors Capital Management, LLC 219 072 16,00 95 689 3,86
2026-04-16 13F Rockland Trust Co 912 0,44 398 −9,95
2026-05-14 13F Stonebridge Capital Advisors LLC 490 7,93 214 −3,17
2026-04-22 13F Kapstone Financial Advisors LLC 834 364
2026-05-14 13F Solstein Capital, LLC 1 199 41,22 524 26,33
2026-04-17 13F Capital Wealth Management, Llc 83 913 36,24 36 652 21,97
2026-04-20 13F Tanager Wealth Management LLP 1 715 19,18 749 6,70
2026-05-19 13F Western Wealth Management, LLC 29 467 89,60 12 871 69,74
2026-04-20 13F Ritholtz Wealth Management 24 136 4,62 10 542 −6,33
2026-04-21 13F/A Madrid Wealth Management, LLC 2 494 0,16 1 089 −10,37
2026-05-05 13F Opinicus Capital, Inc. 10 290 0,58 4 494 −9,96
2026-04-28 13F Winthrop Capital Management, LLC 14 216 1,83 6 0,00
2026-04-14 13F Focus Financial Network, Inc. 12 904 8,31 5 636 −3,03
2026-04-09 13F Tompkins Financial Corp 768 257,21 335 222,12
2026-05-15 13F Vestmark Advisory Solutions, Inc. 148 047 1 983,41 64 666 1 765,70
2026-05-11 13F MCF Advisors LLC 30 422 1,26 13 288 −9,34
2026-04-22 13F Cornerstone Wealth Group, LLC 112 511 570,55 9 170 12,02
2026-05-04 13F Calamos Advisors LLC 1 449 633
2026-05-08 13F Resources Investment Advisors, LLC. 51 412 5,83 22 456 −5,24
2026-05-08 13F Guidance Capital, Inc 109 504 574,53 9 232 18,24
2026-04-20 13F Fonville Wealth Management LLC 25 768 9,41 11 255 −2,04
2026-04-23 13F Impact Partnership Wealth, LLC 70 194 65,56 30 660 48,24
2026-04-21 13F Compass Planning Associates Inc 8 775 18,39 3 833 6,00
2026-05-12 13F Werba Rubin Papier Wealth Management 45 496 4,89 19 872 −6,09
2026-05-06 13F Quadrant Private Wealth Management, LLC 6 918 20,56 3 022 7,93
2026-05-08 13F Marco Investment Management Llc 5 195 0,87 2 269 −9,67
2026-05-15 13F Morgan Stanley 14 863 770 3,32 6 492 348 −7,49
2026-05-12 13F Tannin Capital LLC 5 589 1,05 2 441 −9,53
2026-04-10 13F Harbor Group, Inc. 4 824 30,70 2 107 17,06
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 1 237 2,06 540 −8,63
2026-04-22 13F Traphagen Investment Advisors Llc 556 1,46 243 −9,36
2026-05-15 13F Quantinno Capital Management LP 146 378 32,72 63 937 18,83
2026-04-23 13F Foronjy Financial Llc 11 948 6,33 5 219 −4,82
2026-05-08 13F Joseph Group Capital Management 76 33
2026-05-01 13F Anchor Investment Management, LLC 9 035 0,39 3 946 −10,11
2026-05-13 13F GLR Partners, LLC 23 621 10 317
2026-05-01 13F Luminvest Wealth Management LLC 3 608 34,78 1 247 −4,44
2026-05-11 13F Convergence Financial, LLC 5 678 90,66 2 481 70,80
2026-05-11 13F Retirement Solution Inc. 1 274 1,43 556 −9,15
2026-04-22 13F Coston, McIsaac & Partners 866 0,46 0
2026-04-28 13F Kathmere Capital Management, LLC 35 821 14,97 15 646 2,93
2026-04-14 13F Bay Harbor Wealth Management, LLC 47 721 2,15 20 844 −8,54
2026-05-01 13F Martel Wealth Advisors Inc 235 184 2,76 102 726 −7,99
2026-04-20 13F SILVER OAK SECURITIES, Inc 5 963 71,10 2 605 52,01
2026-05-11 13F Integrity Advisory Solutions, LLC 4 103 92,90 1 792 72,81
2026-05-11 13F Tulsa Wealth Advisors, INC 55 628 24 298
2026-05-07 13F Scarborough Advisors, LLC 2 617 1 143
2026-04-28 13F PCG Wealth Advisors, LLC 694 8,95 303 −2,26
2026-05-05 13F Advantage Trust Co 51 750 2,84 22 604 −7,93
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1 099 2,52 0
2026-05-12 13F Ausdal Financial Partners, Inc. 41 596 5,82 18 169 −5,26
2026-04-21 13F Accredited Investor Services, Llc 1 484 0,20 648 −10,25
2026-04-22 13F Riverbend Wealth Management, LLC 1 015 0,50 443 −9,96
2026-05-08 13F Burling Wealth Partners, Llc 981 11,60 428 0,00
2026-05-13 13F Bank Of Montreal /can/ 138 062 3,15 60 304 −7,65
2026-04-27 13F Pensionmark Financial Group, Llc 58 227 5,54 25 433 −5,51
2026-05-11 13F Atlas Legacy Advisors, LLC 5 343 4,42 2 334 −6,53
2026-04-21 13F Quad-Cities Investment Group, LLC 1 068 0,09 467 −10,38
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 124 725 11,23 54 479 −0,42
2026-05-12 13F Laurel Wealth Advisors LLC 112 314 468,33 9 753 1,17
2026-04-22 13F Continuum Advisory, LLC 7 967 5,51 3 480 −5,54
2026-04-14 13F SigFig Wealth Management, LLC 1 328 5,06 580 −6,46
2026-05-14 13F Pinnacle Financial Partners, Inc. 220 969 3,36 96 539 −7,46
2026-04-22 13F JNBA Financial Advisors 97 746 3,90 42 694 −6,98
2026-04-20 13F Breakwater Capital Group 3 916 0,10 1 711 −10,38
2026-04-21 13F Family Wealth Group, LLC 28 742 19,03 12 554 6,57
2026-05-12 13F Leavell Investment Management, Inc. 11 348 1,80 4 957 −8,86
2026-04-28 13F Kiley Juergens Wealth Management, Llc 3 797 1 658
2026-04-30 13F Mosaic Family Wealth Partners, Llc 336 299 146 892
2026-05-13 13F Clear Wave Wealth Management Llc 734 321
2026-04-16 13F Strategic Advisory Partners, Llc 177 77
2026-05-01 13F Wealthspire Advisors, LLC 677 349 12,91 295 859 1,09
2026-05-01 13F 180 Wealth Advisors, Llc 2 968 0,71 1 297 −9,81
2026-04-28 13F Goldstein Advisors, LLC 4 577 5,24 1 999 −5,75
2026-04-17 13F AdvisorNet Financial, Inc 58 677 17,75 25 629 5,42
2026-05-15 13F Strive Financial Group ,LLC 2 431 7,61 1 062 −3,63
2026-05-12 13F Independent Advisor Alliance 158 434 2 718,61 69 202 2 423,78
2026-05-04 13F Cornerstone Advisory, LLC 43 030 3,30 18 795 −7,51
2026-05-13 13F Avestar Capital, LLC 3 316 102,94 1 448 81,68
2026-02-06 13F Global Retirement Partners, LLC 98 543 78,01 48 075 81,07
2026-04-22 13F Oak Harvest Investment Services 33 966 6,79 14 836 −4,39
2026-05-11 13F Westfield Capital Management Co Lp 2 443 1 067
2026-04-17 13F Hanson & Doremus Investment Management 4 894 2,58 2 0,00
2026-04-21 13F GHP Investment Advisors, Inc. 8 821 20,89 3 853 8,20
2026-05-11 13F Aprio Wealth Management, LLC 4 346 34,84 1 898 19,07
2026-05-14 13F Renaissance Technologies Llc 26 520 2 186,21 11 584 1 950,09
2026-05-01 13F Valmark Advisers, Inc. 13 829 7,40 6 040 −3,84
2026-05-14 13F Laraway Financial Inc 14 599 0,01 6 377 −10,46
2026-04-29 13F Clare Market Investments LLC 826 0,12 361 −8,86
2026-05-11 13F Smith Partners Wealth Management, LLC 23 771 4,77 10 383 −6,19
2026-04-17 13F Krilogy Financial LLC 56 592 0,31 27 532 0,25
2026-05-05 13F Newbridge Financial Services Group, Inc. 22 299 13,68 9 740 1,78
2026-05-13 13F Synergy Financial Management, LLC 5 279 17,03 2 306 4,77
2026-05-06 13F Modera Wealth Management, LLC 1 241 457 3,73 542 256 −7,13
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 104 357 6,48 45 582 −0,75
2026-04-24 13F Axis Wealth Partners, LLC 9 186 9,58 4 012 −1,88
2026-04-14 13F LifeGoal Wealth Advisors 21 960 1,28 9 699 −8,31
2026-05-13 13F Anson Capital, Inc. 769 0,26 336 −10,43
2026-05-01 13F Capital Squared Financial LLC 8 043 2,54 3 513 −8,18
2026-01-29 13F Concurrent Investment Advisors, LLC 123 306 15,52 60 156 17,51
2026-05-08 13F Fortis Group Advisors, LLC 54 118 464,49 4 520 −2,10
2026-04-21 13F Fingerlakes Wealth Management, Inc. 1 981 0,56 865 −9,99
2026-05-13 13F First Trust Advisors Lp 4 166 0,53 1 820 −10,00
2026-05-14 13F Warther Private Wealth, LLC 1 252 547
2026-04-09 13F Goelzer Investment Management, Inc. 911 45,76 398 30,59
2026-05-02 13F Burton Enright Welch 677 296
2026-05-08 13F SHP Wealth Management 2 746 18,77 1 199 6,29
2026-05-15 13F Waterford Advisors, LLC 62 520 1,35 26 259 −12,75
2026-05-15 13F Cape Investment Advisory, Inc. 1 504 24,30 657 11,19
2026-04-10 13F Cassilly Financial Group LLC 24 008 3,38 10 486 −7,45
2026-05-15 13F NorthRock Partners, LLC 99 802 564,15 7 265 −0,90
2026-04-09 13F Victrix Investment Advisors 626 12,59 273 0,74
2026-04-29 13F SilverOak Wealth Management LLC 1 191 0,25 520 −10,19
2026-04-15 13F Define Financial, Llc 941 0,11 411 −10,26
2026-04-15 13F Trust Co Of Toledo Na /oh/ 14 527 15,79 6 345 3,68
2026-05-04 13F Chicago Partners Investment Group LLC 904 369 508,39 75 081 4,46
2026-05-04 13F Wellington Shields Capital Management, LLC 1 065 465
2026-05-06 13F SP Asset Management LLC 121 832 5,17 53 215 −5,84
2026-04-13 13F Creative Financial Designs Inc /adv 58 387 3,58 25 503 −7,27
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 1 067 10,23 466 −1,27
2026-04-30 13F Fulcrum Capital LLC 12 427 17,95 5 428 5,60
2026-04-14 13F Legacy Trust 542 26,93 237 13,46
2026-05-01 13F Evolution Advisers, Inc. 71 719 0,99 31 −8,82
2026-05-14 13F JustInvest LLC 3 926 3,42 1 715 −7,40
2026-05-06 13F Hartland & Co., LLC 84 593 204,36 36 949 172,51
2026-01-06 13F Ransom Advisory, Ltd 711 347
2026-04-03 13F Investors Research Corp 6 3
2026-04-10 13F Quaker Wealth Management, LLC 20 663 4,16 9 025 −6,75
2026-04-15 13F Occidental Asset Management, LLC 4 822 0,37 2 106 −10,12
2026-04-14 13F XY Planning Network, Inc. 17 204 19,92 7 596 8,53
2026-04-29 13F American Capital Advisory, LLC 9 213 10,31 4 024 −1,25
2026-04-17 13F Old North State Wealth Management, LLC 853 9,92 373 −1,58
2026-01-23 13F Bowman & Co S.C. 5 477 0,15 2 672 1,87
2026-04-17 13F Verde Capital Management 1 352 36,43 591 22,15
2026-04-20 13F Inscription Capital, LLC 1 213 3,41 530 −7,52
2026-04-30 13F Accredited Investors Inc. 1 706 13,51 745 1,64
2026-04-15 13F Motive Wealth Advisors 1 234 0,57 539 −10,03
2026-04-21 13F Maridea Wealth Management LLC 24 770 2,34 10 819 −8,37
2026-05-12 13F Commerce Advisors, LLC 547 239
2026-04-27 13F Smith & Howard Wealth Management, LLC 39 707 10,27 17 336 −1,32
2026-05-15 13F Colter Lewis Investment Partners LLC 1 277 558
2026-04-28 13F Integral Investment Advisors, Inc. 31 152 4,96 13 607 −6,03
2026-01-22 13F Red Tortoise LLC 0 0
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 4 306 3,14 1 881 −7,66
2026-05-22 13F Independent Wealth Advisors LLC 745 0,13 325 −10,47
2026-04-24 13F Semus Wealth Partners LLC 1 820 0,22 795 −10,38
2026-04-29 13F/A Salem Investment Counselors Inc 6 913 17,11 3 020 4,86
2026-04-29 13F Delta Capital Management Llc 18 000 500,00 1 0,00
2026-04-07 13F InvesTrust 2 055 0,88 898 −9,67
2026-04-08 13F RoundAngle Advisors LLC 6 318 1,80 2 760 −8,85
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 5 239 7,67 2 289 −3,62
2026-04-21 13F Huntleigh Advisors, Inc. 973 19,24 424 6,80
2026-05-06 13F Berkeley Capital Partners, LLC 1 308 0,08 572 −10,36
2026-02-03 13F Vantage Financial Partners, LLC 4 925 0,18 2 403 1,91
2026-04-20 13F Triangle Securities Wealth Management 6 068 5,70 2 651 −5,39
2026-04-22 13F Bravera Wealth 4 240 47,58 1 852 32,12
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 50 004 5,21 21 841 −5,84
2026-05-14 13F Passive Capital Management, LLC. 3 080 3,88 1 345 −6,98
2026-04-24 13F Kropog Financial Group, LLC 1 223 0,08 534 −10,40
2026-04-24 13F Financial Life Planners 952 0,11 416 −10,37
2026-04-22 13F Detalus Advisors, LLC 4 152 4,30 1 814 −6,64
2026-04-23 13F Daviman Financial, LLC 1 350 0,07 590 −10,49
2026-05-13 13F Boston Family Office Llc 1 459 3,18 1
2026-05-15 13F Pinney & Scofield, Inc. 3 468 55,10 1 515 38,77
2026-04-07 13F Pathway Financial Advisors LLC 205 794 4,93 90 967 −5,38
2026-04-10 13F Impact Capital Partners LLC 1 612 31,06 704 17,33
2026-05-14 13F Evergreen Capital Management Llc 57 374 0,98 25 060 −9,59
2026-05-15 13F Security National Bank Of Sioux City Iowa /ia/ 1 940 60,73 847 44,05
2026-04-06 13F Hiley Hunt Wealth Management 55 697 1,64 24 328 −9,00
2026-04-27 13F JB Capital LLC 1 588 1,47 694 −9,17
2026-05-07 13F Facet Wealth, Inc. 35 661 34,09 15 577 19,62
2026-04-22 13F Red Door Wealth Management, LLC 1 151 1,50 503 −9,22
2026-05-05 13F IMC-Chicago, LLC 14 717 6 428
2026-05-04 13F Cfo Capital Management Llc 6 479 7,11 2 721 −7,79
2026-04-16 13F Cornerstone Management, Inc. 343 333 6,90 149 964 −4,29
2026-04-16 13F Blue Zone Wealth Advisors, LLC 6 121 7,61 2 674 −3,64
2026-04-22 13F Motco 6 144 1,05 2 684 −9,54
2026-05-12 13F Cascade Financial Partners, LLC 1 278 0,47 558 −10,00
2026-04-08 13F Wealth Science Advisors LLC 2 1
2026-05-11 13F Portland Global Advisors LLC 1 141 0,26 498 −10,27
2026-05-12 13F Crusonia Wealth Advisors LLC 16 888 45,07 7 377 29,88
2026-02-12 13F FineMark National Bank & Trust 18 307 32,51 8 931 34,79
2026-05-11 13F Cooper Capital Advisors LLC 849 0,71 371 −9,98
2026-05-05 13F Napier Financial, LLC 896 391
2026-05-11 13F PCA Investment Advisory Services Inc. 37 714 11,51 16 473 −0,16
2026-05-29 13F Asset Dedication, LLC 4 824 2,64 2 107 −8,07
2026-02-12 13F Planning Project LLC 665 324
2026-04-16 13F Asset Advisory Group, Inc. 17 030 1,15 7 439 −9,47
2026-04-20 13F Balance Wealth, LLC 508 222
2026-05-18 13F Arkadios Wealth Advisors 48 779 3,64 21 306 −7,21
2026-05-05 13F EnRich Financial Partners LLC 11 581 0,93 5 059 −9,63
2026-05-15 13F Kcm Investment Advisors Llc 9 794 0,32 4 278 −10,20
2026-05-01 13F Financial Alternatives, Inc 8 342 0,74 3 644 −9,80
2026-04-13 13F Plan Group Financial, LLC 1 097 9,37 479 −2,04
2026-05-08 13F Clarion Wealth Managment Partners, LLC 1 643 3,01 718 −7,72
2026-05-06 13F TCFG Investment Advisors, LLC 1 061 463
2026-05-06 13F Bartlett & Co. Wealth Management Llc 39 084 469,16 3 272 −2,33
2026-05-01 13F Connecticut Wealth Management, LLC 125 802 2,05 54 949 −8,63
2026-04-15 13F Merit Financial Group, LLC 824 223 0,77 360 012 −9,78
2026-05-15 13F Matrix Private Capital Group Llc 40 561 1,72 17 717 −8,93
2026-04-27 13F Strathmore Capital Advisors, Inc. 9 822 818
2026-04-22 13F Vicus Capital 15 915 4,58 6 952 −6,37
2026-04-22 13F TBH Global Asset Management, LLC 2 785 1 216
2026-05-14 13F Bridgewater Advisors Inc. 23 567 322,73 2 062 −22,45
2026-04-21 13F Grimes & Company, Inc. 118 921 0,09 51 943 −10,39
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 27 449 2,29 11 990 −8,42
2026-05-07 13F Northwestern Mutual Wealth Management Co 1 775 949 1,39 775 717 −9,22
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 2 102 121,26 918 98,06
2026-05-13 13F Cpwa, Llc 5 324 462
2026-04-27 13F Koshinski Asset Management, Inc. 38 384 0,87 16 766 −9,69
2026-04-30 13F Fortune Financial Advisors, LLC 616 269
2026-05-15 13F Vance Wealth, Inc. 1 570 9,33 686 −2,14
2026-04-15 13F Founders Grove Wealth Partners, Llc 44 142 0,99 19 281 −9,59
2026-04-27 13F Exencial Wealth Advisors, Llc 111 378 10,28 48 649 −1,26
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 51 851 4,74 22 648 −6,22
2026-04-09 13F Avenue 1 Advisors, LLC 58 108 2,61 25 381 −8,13
2026-04-17 13F Nottingham Advisors, Inc. 512 0,20 224 −10,44
2026-05-14 13F Safeguard Investment Advisory Group, LLC 785 1,16 343 −9,50
2026-04-21 13F Gutierrez Wealth Advisory, LLC 750 58,56 328 42,17
2026-04-22 13F BKM Wealth Management, LLC 7 406 11,28 3 235 −0,34
2026-05-08 13F Equity Wealth Partners, LLC 3 788 2,54 1 654 −8,21
2026-04-10 13F Abound Wealth Management 1 488 13,67 650 1,88
2026-04-22 13F Apollon Wealth Management, LLC 32 457 2,81 14 177 −7,95
2026-04-20 13F MBM Wealth Consultants, LLC 108 120 2,23 47 226 −8,47
2026-05-01 13F Midwest Trust Co 36 628 15,41 15 999 3,33
2026-05-16 13F Sunbelt Securities, Inc. 5 145 2,14 2 247 −8,55
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 636 15,22 278 2,97
2026-04-27 13F Trademark Financial Management, LLC 1 251 19,60 547 7,06
2026-04-15 13F Single Point Partners, LLC 1 859 2,03 812 −8,67
2026-05-14 13F RMG Wealth Management LLC 63 086 8 333,96 5 519 1 441,62
2026-05-14 13F Institute for Wealth Management, LLC. 14 859 21,73 6 490 8,98
2026-04-30 13F Peterson Wealth Services 49 675 1,58 21 697 −9,06
2026-05-15 13F Seal Cove Capital, LLC 0 0
2026-05-15 13F Continental Investors Services, Inc. 7 069 534,56 614 14,37
2026-05-12 13F Richardson Capital Management LLC 1 514 213,46 661 181,28
2026-05-11 13F RWM Asset Management, LLC 90 462 1,29 39 513 −9,11
2026-05-06 13F Brio Consultants, LLC 129 986 502,37 10 959 4,10
2026-04-17 13F Presilium Private Wealth, Llc 160 851 12,17 70 258 0,43
2026-05-01 13F Diversify Wealth Management, Llc 52 710 1 672,36 4 358 198,49
2026-04-07 13F Signaturefd, Llc 163 198 4,96 71 283 −6,02
2026-05-12 13F Dearborn Partners Llc 1 108 41,51 484 26,77
2026-04-21 13F Falcon Wealth Planning 40 439 6,95 17 663 −4,24
2026-04-16 13F VVR Holdings LLC 39 617 1,49 17 304 −9,13
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 101 872 2,22 44 497 −8,48
2026-05-11 13F Marin Bay Wealth Advisors, LLC 2 669 0,07 1 166 −10,38
2026-04-22 13F Accretive Wealth Partners, LLC 6 201 0,55 2 709 −9,97
2026-05-13 13F Jaffetilchin Investment Partners, LLC 4 141 1,27 1 809 −9,33
2026-04-13 13F Farrell Financial LLC 1 428 0,99 624 −9,58
2026-04-27 13F Capital Investment Services of America, Inc. 1 115 3,53 487 −7,24
2026-05-05 13F One Day In July LLC 203 849 7,02 89 039 −4,19
2026-04-09 13F Teamwork Financial Advisors, LLC 620 271
2026-05-07 13F Carson Advisory Inc. 528 5,18 231 −5,74
2026-04-29 13F Financial Life Advisors 27 305 7,00 11 927 −4,20
2026-04-14 13F Kozak & Associates, Inc. 261 3,98 122 −0,81
2026-04-24 13F Peregrine Asset Advisers, Inc. 1 095 43,51 478 28,49
2026-04-24 13F Midwest Capital Advisors, LLC 1 223 4,17 534 −6,64
2026-02-17 13F MGB Wealth Management, LLC 1 744 29,47 851 31,94
2026-05-12 13F Americana Partners, LLC 6 350 11,78 2 774 0,07
2026-05-08 13F Stone Loft Wealth Management Llc 6 108 23,92 2 668 10,94
2026-05-14 13F LifePlan Investment Advisors, Inc. 19 649 8,19 8 582 −3,14
2026-02-05 13F Tucker Asset Management Llc 621 82,65 303 85,28
2026-04-13 13F Bay Rivers Group 11 462 3,11 5 006 −7,67
2026-04-23 13F SJS Investment Consulting Inc. 762 56,47 333 40,08
2026-05-01 13F Rakuten Securities, Inc. 344 44,54 150 29,31
2026-05-15 13F Clark Capital Management Group, Inc. 7 555 12,61 3 300 0,82
2026-05-15 13F/A Independent Financial Group, Llc 32 419 2,59 14 161 −8,15
2026-05-11 13F Umb Bank N A/mo 172 205 1,88 75 217 −8,78
2026-05-12 13F D.B. Root & Company, LLC 1 210 70,90 529 53,04
2026-05-11 13F Bailard, Inc. 1 137 16,74 497 4,63
2026-05-04 13F Bridges Investment Management Inc 5 548 4,70 2 423 −6,27
2026-05-04 13F AMG National Trust Bank 3 454 43,98 1 509 28,89
2026-05-18 13F Chesapeake Wealth Management 770 0,39 336 −10,16
2026-05-12 13F Absolute Capital Management, LLC 10 899 12,20 4 761 0,44
2026-05-13 13F Keystone Financial Group 21 468 2,13 9 360 −8,73
2026-05-11 13F Mountain Capital Investment Advisors, Inc 1 569 113 523,18 131 005 7,61
2026-05-15 13F Sanchez Levi Garrett 1 192 521
2026-05-11 13F Citigroup Inc 963 703 3,10 420 936 −7,69
2026-04-07 13F G&S Capital LLC 3 040 0,70 1 328 −9,85
2026-05-08 13F Russell Investments Group, Ltd. 7 533 4,71 3 290 −6,24
2026-05-15 13F Excelsior Advisor Network LLC 8 095 30,23 3 536 16,59
2026-04-22 13F Sutton Place Investors Llc 9 802 0,49 4 281 −10,03
2026-05-08 13F Integrated Wealthcare, Llc 49 497 3,93 21 620 −6,95
2026-04-29 13F WealthPlan Investment Management, LLC 2 532 94,17 1 106 73,74
2026-04-21 13F Wesbanco Bank Inc 18 356 95,15 8 018 74,74
2026-04-13 13F CGC Financial Services, LLC 4 616 7,83 2 016 −3,45
2026-04-14 13F Jeppson Wealth Management, Llc 3 256 0,03 1 422 −10,40
2026-04-20 13F Dopkins Wealth Management, Llc 12 896 0,02 5 633 −10,46
2026-05-01 13F Ferguson Wellman Capital Management, Inc 4 310 5,92 1 883 −5,19
2026-04-13 13F Foster Group, Inc. 3 569 1,16 1 559 −9,47
2026-05-14 13F Orion Capital Management LLC 145 3,57 63 −7,35
2026-05-15 13F Harbour Investments, Inc. 121 335 57,07 52 995 40,62
2026-05-12 13F Elite Financial, Inc. 1 912 5,93 1
2026-04-22 13F Ridgecrest Wealth Partners, Llc 749 1,35 327 −9,17
2026-05-12 13F Operose Advisors LLC 3 341 0,39 1 459 −10,10
2026-04-08 13F Ccg Wealth Management, Llc 1 331 582
2026-05-01 13F Cdkv Holdings Llc 15 836 28,89 6 917 15,42
2026-05-11 13F Fountainhead AM, LLC 4 361 27,74 1 905 14,35
2026-04-08 13F Fermata Advisors, LLC 1 402 1,52 612 −9,06
2026-05-08 13F McAdam, LLC 7 998 0,39 3 494 −10,11
2026-04-03 13F Adirondack Trust Co 6 533 2,27 2 853 −8,44
2026-04-15 13F Exchange Traded Concepts, Llc 190 237 5,47 83 094 −5,57
2026-04-22 13F Pasadena Private Wealth, LLC 179 953 0,13 78 602 −10,35
2026-05-05 13F Crestwood Advisors Group LLC 6 983 2,51 3 050 −8,22
2026-04-08 13F First Heartland Consultants, Inc. 34 517 6,08 15 077 −5,03
2026-05-14 13F Capital Analysts, Inc. 42 813 10,09 19 0,00
2026-04-20 13F Focused Wealth Management, Inc 2 332 0,13 1 019 −10,39
2026-05-07 13F Advisor OS, LLC 7 817 0,73 3 414 −9,80
2026-04-28 13F Howe & Rusling Inc 808 1,13 353 −9,25
2026-04-15 13F BDFS Capital LLC 699 12,02 305 0,33
2026-04-20 13F Boyd Wealth Management, LLC 4 262 1,40 1 862 −9,22
2026-05-14 13F Pennington Partners & Co., Llc 3 251 1 420
2026-05-12 13F Planwiser Financial, Llc 15 861 30,05 7 703 32,38
2026-05-13 13F Green Harvest Asset Management LLC 7 592 4,06 3 316 −6,83
2026-05-13 13F Carter Financial, LLC 64 574 1,51 28 205 −9,12
2026-05-14 13F Financial Engines Advisors L.L.C. 6 503 155 0,13 473 419 −85,06
2026-05-05 13F Donalies Financial Planning, LLC 3 455 2,07 1 509 −8,66
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 9 538 0,27 4 166 −7,34
2026-04-28 13F SBI Securities Co., Ltd. 16 169 0,40 7 062 −10,11
2026-04-13 13F Clayton Financial Group LLC 56 721 0,37 24 775 −10,13
2026-04-13 13F Uptown Financial Advisors LLC 31 383 11,02 13 708 −0,60
2026-05-01 13F FLC Capital Advisors 1 647 1,54 719 −9,10
2026-05-14 13F Jacobi Capital Management LLC 2 909 5,06 1 271 −5,93
2026-05-04 13F Paragon Advisors, LLC 653 9,56 285 −1,72
2026-04-29 13F SwitchPoint Financial Planning, LLC 6 003 0,27 2 622 −10,21
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 17 505 1,29 7 646 −9,31
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 28 366 100,84 12 390 79,81
2026-04-30 13F Mason & Associates Inc 1 248 0,65 524 −13,25
2026-05-12 13F TD Waterhouse Canada Inc. 4 124 2,95 1 819 −6,91
2026-05-04 13F Alta Wealth Advisors LLC 4 475 6,09 1 955 −5,01
2026-05-22 13F Wellington Grp LLC 1 459 24,06 637 11,17
2026-05-08 13F First National Advisers, LLC 1 908 12,57 833 0,85
2026-04-24 13F Key FInancial Inc 5 527 3,64 2 414 −7,19
2026-05-14 13F Lebenthal Global Advisors, LLC 830 7,65 363 −3,72
2026-04-30 13F Simplicity Wealth,LLC 5 242 0,08 2 289 −10,41
2026-05-04 13F MTC Wealth Management LLC 24 543 41,92 10 720 27,07
2026-05-01 13F First Business Financial Services, Inc. 1 550 3,20 677 −7,51
2026-04-29 13F Cary Street Partners Financial Llc 240 589 4,14 95 923 −6,39
2026-04-17 13F Ambassador Advisors, LLC 6 380 35,60 2 787 21,39
2026-04-30 13F Elevated Capital Advisors, LLC 25 801 2,73 11 270 −8,02
2026-04-29 13F Downshift Financial, LLC 10 158 836
2026-04-23 13F Members Wealth Llc 4 035 500,45 335 2,45
2026-04-21 13F Trilogy Capital Inc. 4 692 2,69 2 050 −8,08
2026-05-05 13F D.a. Davidson & Co. 1 811 209 2,13 791 118 −8,56
2026-05-15 13F Ancora Advisors, LLC 6 810 0,16 2 975 −10,31
2026-04-24 13F Essex LLC 1 260 0,08 550 −10,42
2026-05-26 13F Summit Financial Wealth Advisors, LLC 111 794 1,61 48 831 −9,02
2026-04-21 13F Moseley Investment Management Inc 7 942 8,69 3 469 −2,67
2026-04-17 13F Essex Savings Bank 633 21,03 276 8,24
2026-05-05 13F Woodmont Investment Counsel Llc 415 008 2,17 181 271 −8,52
2026-04-24 13F Capital Asset Advisory Services LLC 7 557 363,62 623 −22,03
2026-05-14 13F Milestone Asset Management Group, LLC 1 730 3,97 756 −6,91
2026-05-11 13F Condor Capital Management 139 625 0,86 60 987 −9,69
2026-05-15 13F Silvercrest Asset Management Group Llc 173 070 0,64 75 595 −9,89
2026-05-15 13F EFG International AG 4 880 273,37 2 132 234,54
2026-05-06 13F Fidelis Capital Partners, LLC 6 321 10,03 2 761 −1,50
2026-05-15 13F Warren Averett Asset Management, LLC 773 094 4,94 337 680 −6,04
2026-05-07 13F True North Advisors, LLC 696 304
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 1 250 10,52 546 −1,09
2026-04-21 13F Narus Financial Partners, LLC 1 660 0,61 725 −9,83
2026-04-13 13F Total Investment Management Inc 517 9,07 226 −2,60
2026-05-15 13F Resources Management Corp /ct/ /adv 125 66,67 0
2026-05-01 13F American Trust 138 889 27,59 60 666 14,23
2026-05-04 13F HBW Advisory Services LLC 3 075 9,78 1 343 −1,76
2026-05-08 13F Moors & Cabot, Inc. 11 379 19,44 4 970 6,95
2026-04-17 13F Nova R Wealth, Inc. 1 578 0,13 689 −10,29
2026-05-07 13F Capital Performance Advisors Llp 12 280 8,37 5 364 −2,98
2026-05-12 13F Resurgent Financial Advisors LLC 497 217
2026-04-13 13F Midway Capital Research & Management 36 16
2026-04-24 13F Lynx Investment Advisory 1 661 15,83 726 3,72
2026-04-23 13F BXM Wealth LLC 5 235 6,84 2 287 −4,35
2026-04-30 13F Titleist Asset Management, Llc 38 655 0,81 16 884 −9,74
2026-05-18 13F Claris Financial LLC 21 588 0,84 9 429 −9,71
2026-04-30 13F First Horizon Corp 100 273 6,56 43 798 −4,60
2026-04-16 13F Allegheny Financial Group LTD 7 990 4,23 3 490 −6,68
2026-05-15 13F Silver Grove Financial Group, Inc. 2 371 2,11 1 036 −8,57
2026-04-30 13F Rockline Wealth Management, LLC 1 279 84,83 559 65,58
2026-04-29 13F Clearwave Capital, LLC 1 852 3,35 809 −7,55
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 159 565 1,66 69 696 −8,98
2026-05-06 13F Topel & Distasi Wealth Management, LLC 39 095 2,95 17 076 −7,83
2026-05-11 13F Strengthening Families & Communities, LLC 100 44
2026-04-14 13F Opal Wealth Advisors, LLC 286 125
2026-04-22 13F Gemmer Asset Management LLC 39 439 1,74 17 227 −8,91
2026-04-21 13F Keystone Financial Group, Inc. 1 218 0,16 532 −10,46
2026-04-30 13F Financial Freedom, LLC 729 0,14 318 −10,42
2026-05-07 13F Cassaday & Co Wealth Management LLC 9 548 0,09 4 170 −10,38
2026-05-08 13F Private Advisory Group LLC 38 537 1 315,24 16 833 1 167,47
2026-05-15 13F Hancock Whitney Corp 11 925 107,72 2 489 −11,14
2026-05-01 13F Patten & Patten Inc/tn 5 649 3,86 2 467 −7,01
2026-05-13 13F/A Jpmorgan Chase & Co 1 947 496 8,62 817 969 −6,49
2026-02-03 13F Alpha Cubed Investments, LLC 3 186 1,46 1 554 3,26
2026-05-15 13F City National Bank Of Florida /msd 800 60,64 349 44,21
2026-04-30 13F Hsbc Holdings Plc 5 168 2 257
2026-04-24 13F Innova Wealth Partners 647 6,59 283 −4,73
2026-05-07 13F Burk Holdings LLC 186 81
2026-05-13 13F Parkside Financial Bank & Trust 18 962 20,01 8 282 7,45
2026-04-08 13F Warner Financial, Inc 64 370 1,14 28 116 90 596,77
2026-04-28 13F DDD Partners, LLC 1 015 1,40 443 −9,22
2026-04-23 13F Powell Investment Advisors, LLC 4 794 0,02 2 094 −10,44
2026-04-27 13F Rochester Wealth Strategies, LLC 51 067 10,16 22 306 −1,37
2026-05-14 13F Coastal Bridge Advisors, LLC 31 421 9,73 13 725 −1,76
2026-05-15 13F Gotham Asset Management, LLC 142 386 54,01 62 193 37,89
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 321 083 6,80 140 500 −4,26
2026-05-06 13F Hershey Financial Advisers, LLC 4 097 1 790
2026-05-06 13F Zhang Financial LLC 61 944 21,94 27 056 9,18
2026-04-23 13F Narwhal Capital Management 1 804 0,22 788 −10,36
2026-05-08 13F Cura Wealth Advisors, Llc 1 440 3,37 629 −7,51
2026-04-06 13F GAMMA Investing LLC 4 064 0,20 1 775 −10,26
2026-05-05 13F Quartz Partners, LLC 968 1,15 423 −9,44
2026-04-27 13F Sharp Financial Services, LLC 917 0,55 401 −9,91
2026-04-10 13F Pure Financial Advisors, Inc. 76 644 1,06 33 477 −9,51
2026-05-13 13F Capital Group Private Client Services, Inc. 3 691 8,72 1 612 −2,66
2026-05-14 13F We Are One Seven, LLC 91 185 2,84 39 829 −7,93
2026-04-22 13F Joel Isaacson & Co., LLC 82 427 5,45 36 003 −5,59
2026-05-08 13F Steward Partners Investment Advisory, Llc 234 307 3,06 102 343 −7,73
2026-04-10 13F MKT Advisors LLC 2 385 5,30 1 061 −4,16
2026-05-01 13F Avion Wealth 25 954 11,33 11 0,00
2026-04-16 13F Intergy Private Wealth, LLC 22 830 2,22 9 972 −8,48
2026-05-05 13F Smith, Moore & Co. 13 782 3,70 6 020 −7,16
2026-04-13 13F Wiser Wealth Management, Inc 480 210
2026-05-04 13F Stage Harbor Financial, Llc 46 260 3,86 20 206 −7,01
2026-05-14 13F Raymond James Financial Inc 3 575 213 7,41 1 561 617 −3,84
2026-05-04 13F Rodgers & Associates, LTD 38 382 6,77 16 765 −4,41
2026-05-11 13F Shepherd Financial Partners LLC 2 975 1,29 1 299 −9,29
2026-05-15 13F Rehmann Capital Advisory Group 16 924 3,28 7 393 −7,53
2026-05-07 13F Vision Retirement, LLC 4 185 689,62 1 828 608,53
2026-04-21 13F OneAscent Financial Services LLC 14 192 26,84 6 199 13,56
2026-05-12 13F Acorn Creek Capital Llc 55 805 2,27 24 375 −8,44
2026-04-15 13F Apex Wealth Management, LLC 19 002 71,36 8 300 54,29
2026-04-24 13F Means Investment Co., Inc. 1 740 0,69 760 −9,85
2026-05-05 13F Allspring Global Investments Holdings, LLC 3 060 113,54 1 346 91,47
2026-04-21 13F Chapin Davis, Inc. 3 278 2,63 1 432 −8,09
2026-05-01 13F Coordinated Financial Services, Inc. 1 285 5,41 561 −5,56
2026-04-24 13F Newton One Investments LLC 86 461 0,89 37 766 −9,67
2026-04-28 13F Stephens Inc /ar/ 145 267 4,07 63 451 −6,82
2026-05-05 13F HighTower Advisors, LLC 1 589 188 0,79 694 277 −9,75
2026-05-15 13F First Manhattan Co 3 789 1,28 1 655 −9,37
2026-05-12 13F Jane Street Group, Llc Call 67 500 30,56 29 483 16,89
2026-05-12 13F Jane Street Group, Llc 6 117 385,86 2 672 335,02
2026-05-12 13F Columbia River Financial Group, LLC 27 164 6,37 12 −8,33
2026-05-12 13F Jane Street Group, Llc Put 80 600 201,87 35 205 170,29
2026-04-21 13F Parker Financial LLC 65 839 2,15 28 697 −8,74
2026-04-08 13F Nestegg Advisors, Inc. 12 916 1,87 5 642 −8,80
2026-05-01 13F Emerald Investment Partners, Llc 18 037 1,74 7 878 −8,90
2026-05-04 13F Absher Wealth Management, Llc 23 10
2026-05-05 13F Noesis Capital Mangement Corp 3 474 1,88 1 517 −8,78
2026-04-15 13F Fifth Third Securities, Inc. 82 239 1,96 35 921 −8,71
2026-04-29 13F Capital Planning LLC 20 143 18,09 8 798 6,09
2026-05-13 13F Capital Advisor Network LLC 15 733 6 872
2026-05-04 13F NWF Advisory Services Inc. 28 332 2,29 12 375 −8,42
2026-05-11 13F Nomura Asset Management Co Ltd 10 500 4 586
2026-05-13 13F American Financial Advisors, LLC 592 3,86 259 −7,19
2026-04-09 13F Kwmg, Llc 10 425 0,68 4 554 −9,86
2026-04-23 13F Interchange Capital Partners, LLC 2 515 4,23 933 −20,82
2026-05-11 13F Prudent Investors Network 1 343 35,52 587 21,33
2026-05-07 13F VisionPoint Advisory Group, LLC 4 860 5,72 2 123 −5,35
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 2 590 4,44 1 131 −6,45
2026-05-11 13F Valpey Financial Services, LLC 17 161 2,49 7 496 −8,23
2026-04-30 13F Sequoia Financial Advisors, LLC 345 470 11,71 150 898 0,01
2026-05-13 13F Cascade Investment Group, Inc. 1 043 14,49 456 2,48
2026-04-29 13F Rocky Mountain Advisers, Llc 15 7
2026-04-24 13F DeLarme Wealth Management, Inc. 4 177 18,23 1 824 5,86
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 1 207 8,25 527 −2,95
2026-04-29 13F CFS Investment Advisory Services, LLC 107 438 1,61 53 066 2,87
2026-05-15 13F M Wealth Management, LLC 1 460 0,14 637 −10,41
2026-05-11 13F Capital Square, LLC 6 540 575,62 545 15,25
2026-05-05 13F Putnam Fl Investment Management Co 6 564 2,13 2 867 −8,58
2026-05-07 13F Allen Investment Management LLC 8 850 0,28 3 866 −10,22
2026-05-14 13F Aries Wealth Management 42 177 4,16 18 422 −6,74
2026-05-15 13F Tudor Investment Corp Et Al 8 212 240,32 3 587 204,67
2026-04-06 13F Old Port Advisors 491 0,20 214 −10,46
2026-04-20 13F Brandywine Oak Private Wealth Llc 237 008 5,80 103 522 −5,28
2026-04-08 13F Sandbox Financial Partners, LLC 90 337 4,81 39 458 −6,16
2026-05-12 13F Vista Private Wealth Partners. LLC 6 952 467,51 604 12,50
2026-04-27 13F Platform Technology Partners 12 865 6,07 5 620 −5,04
2026-04-22 13F Landmark Wealth Management, Inc. 1 148 0,17 501 −10,38
2026-04-27 13F Dominguez Wealth Management Solutions, Inc. 56 673 4,97 24 754 −6,02
2026-05-15 13F Asset Management Group, Inc. 3 891 0,08 1 700 −10,39
2026-04-09 13F Wealth Alliance Advisory Group, LLC 71 341 18,53 31 161 6,12
2026-05-13 13F Crews Bank & Trust 67 777 3,48 29 604 −7,35
2026-04-20 13F Kfg Wealth Management, Llc 662 16,75 289 4,71
2026-04-21 13F HF Advisory Group, LLC 2 872 2,32 1 254 −8,40
2026-05-14 13F Mill Creek Capital Advisors, LLC 2 497 362 0,62 1 090 823 −9,91
2026-04-21 13F Centennial Advisors, LLC 1 110 485
2026-05-12 13F M&t Bank Corp 139 449 23,26 60 910 10,36
2026-04-08 13F Infinity Wealth Counsel, LLC 14 884 0,30 6 501 −10,19
2026-04-23 13F Harbor Investment Advisory, Llc 33 666 7,53 14 705 −3,73
2026-04-28 13F K2 Financial Inc. 32 708 509,77 2 715 3,71
2026-04-27 13F Legacy Financial Group, Inc. 72 580 0,46 31 702 −10,06
2026-05-04 13F Bedel Financial Consulting, Inc. 4 483 0,27 1 958 −10,27
2026-04-17 13F Amarillo National Bank 660 288
2026-05-15 13F Strategies Wealth Advisors, LLC 272 288 3,87 118 933 −7,01
2026-04-09 13F Shearwater Capital LLC 477 208
2026-04-16 13F Baugh & Associates, LLC 663 290
2026-04-08 13F Archer Investment Management, LLC 3 153 629,86 1 377 555,71
2026-04-15 13F Cohen Klingenstein LLC 14 925 0,50 6 519 −10,02
2026-05-26 13F Ruggaard & Associates LLC 3 109 2,44 1 358 −8,24
2026-05-11 13F REAP Financial Group, LLC 65 142 5,12 28 454 −5,89
2026-04-10 13F Armstrong Advisory Group, Inc 2 142 4,18 936 −6,69
2026-05-08 13F TMB Capital Partners, LLC 5 323 26,80 2 325 13,58
2026-05-01 13F Merrithew & Thorsten Inc 301 0,33 0
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 38 983 646,09 3 242 27,19
2026-05-14 13F Retiremitten Financial Llc 1 790 782
2026-04-02 13F McAlister, Sweet & Associates, Inc. 3 301 0,06 1 442 −10,44
2026-04-22 13F Financially in Tune, LLC 780 54,15 341 38,21
2026-05-15 13F Goldman Sachs Group Inc 1 204 403 2,10 526 071 −8,58
2026-05-12 13F Disciplined Investors, L.L.C. 20 977 10,23 9 162 −1,30
2026-05-04 13F Lincoln National Corp 719 053 7,94 314 075 −3,36
2026-05-13 13F Goepper Burkhardt LLC 1 971 56,55 861 40,07
2026-04-14 13F Capital Asset Managemnet, LLC 2 850 1,53 1 245 −9,13
2026-05-14 13F Mason Investment Advisory Services, Inc. 4 163 149,13 1 818 123,07
2026-04-16 13F Freedom Financial Partners LLC 20 840 1,05 9 103 −9,53
2026-04-13 13F Compass Ion Advisors, LLC 5 013 1,46 2 190 −9,17
2026-04-20 13F Crane Advisory, LLC 183 782 4,97 89 410 3,68
2026-04-13 13F CJM Wealth Advisers, Ltd. 474 4,64 207 −6,79
2026-04-30 13F Winch Advisory Services, LLC 3 733 55,28 1 631 39,08
2026-04-24 13F Goldstone Financial Group, LLC 1 011 5,42 441 −5,57
2026-04-20 13F Chatterton & Associates Inc. 736 338
2026-05-12 13F Three Bridge Wealth Advisors, LLC 1 462 639
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 18 299 57,57 7 993 41,08
2026-04-20 13F Cardinal Point Capital Management, ULC 4 866 2 125
2026-05-12 13F Icon Wealth Advisors, LLC 24 343 506,91 2 013 2,81
2026-04-29 13F Skopos Labs, Inc. 54 271 83,37 23 705 62,61
2026-05-14 13F Traynor Capital Management, Inc. 2 998 9,94 1 259 −5,34
2026-04-29 13F Cvfg Llc 1 547 676
2026-05-14 13F Twin Focus Capital Partners, Llc 18 373 22,23 8 025 9,44
2026-04-29 13F Weitzel Financial Services, Inc. 976 0,83 429 −8,72
2026-02-12 13F CIBC Private Wealth Group, LLC 41 799 4,02 20 392 5,81
2026-05-12 13F Warwick Investment Management, Inc. 72 804 54,23 31 800 38,09
2026-04-17 13F Ignite Planners, LLC 603 9,04 263 −1,13
2026-05-07 13F Confluence Wealth Services, Inc. 3 640 1,42 1 590 −9,20
2026-05-12 13F Entrust Financial Llc 852 0,12 372 −10,36
2026-04-24 13F Cane Capital Partners, LLC 4 499 96,72 1 965 76,23
2026-05-08 13F Stonebridge Financial Planning Group, LLC 8 325 3,04 3 636 −7,74
2026-04-10 13F Voisard Asset Management Group, Inc. 1 830 7,21 799 −3,97
2026-04-27 13F TCI Wealth Advisors, Inc. 2 568 0,94 1 122 −9,67
2026-04-29 13F Northwest Wealth Advisors, LLC 3 051 0,07 1 333 −10,42
2026-04-13 13F Hm Payson & Co 894 5,42 390 −5,57
2026-04-29 13F Opulen Financial Group LLC 2 006 0,10 876 −10,34
2026-04-23 13F Ewa, Llc 5 783 0,09 2 526 −10,40
2026-05-01 13F BCR Wealth Strategies, LLC 933 12,27 0
2026-05-07 13F First National Trust Co 3 816 33,10 1 667 19,17
2026-04-29 13F/A True Link Financial Advisors, LLC 330 144
2026-05-14 13F Meridian Wealth Partners, LLC 906 5,47 396 −5,73
2026-05-15 13F Barnes Wealth Management Group, Inc 4 755 2,61 2 077 −8,14
2026-04-08 13F Eclectic Associates Inc /adv 16 009 47,17 6 990 31,74
2026-05-12 13F Sovereign Investment Advisors, LLC 1 480 646
2026-05-01 13F Symphony Financial, Ltd. Co. 610 262
2026-04-13 13F Trust Co 136 214 2,97 59 497 −7,81
2026-04-14 13F Nbc Securities, Inc. 1 772 4,17 774 −6,75
2026-04-14 13F Lee-Kelleher Wealth Management 648 48,28 283 32,86
2026-04-30 13F Relyea Zuckerberg Hanson LLC 246 527 1,32 107 681 −9,29
2026-05-05 13F CPA Asset Management LLC 19 380 28,20 8 465 14,78
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 1 869 2 425,68 816 2 166,67
2026-05-19 13F Kensington Investment Counsel, LLC 793 346
2026-04-17 13F Defined Wealth Management, Llc 16 261 1,88 7 102 −8,78
2026-05-04 13F 6th Street Advisors, LLC 880 384
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 33 367 0,28 14 575 −10,21
2026-05-29 13F Ipsen Advisor Group LLC 1 226 0,08 535 −10,39
2026-04-17 13F Kaufman Rossin Wealth, LLC 631 3,61 276 −7,41
2026-05-11 13F Great Valley Advisor Group, Inc. 67 226 0,16 29 364 −10,32
2026-05-06 13F Ascent Wealth Partners, LLC 474 207
2026-04-22 13F StoryOne LLC 0 725 −10,51
2026-05-06 13F Gryphon Financial Partners LLC 2 644 8,05 1 155 −3,27
2026-04-14 13F Cox Capital Mgt LLC 2 078 908
2026-04-22 13F Penney Financial, LLC 607 16,96 265 4,74
2026-02-13 13F Motiv8 Investments LLC 13 190 0,35 6 −99,90
2026-04-30 13F Primoris Wealth Advisors, Llc 10 056 11,31 4 392 −0,36
2026-05-15 13F Cascades Capital Asset Management, LLC 15 913 1,82 6 951 −8,84
2026-05-07 13F Key Capital Management, INC 407 35,67 178 21,23
2026-05-04 13F WP Advisors, LLC 1 351 0,07 590 −10,33
2026-05-12 13F Ellis Investment Partners, LLC 66 419 2,68 29 011 −8,07
2026-04-29 13F KERR FINANCIAL PLANNING Corp 1 278 280,36 105 −33,54
2026-05-15 13F Private Capital Management, LLC 2 105 12,57 920 0,77
2026-05-12 13F Argentarii, LLC 2 225 12,49 972 0,73
2026-05-04 13F Sigma Planning Corp 18 656 6,12 8 149 −4,99
2026-05-14 13F Gwn Securities Inc. 2 216 13,12 968 1,36
2026-04-14 13F Value Investment Professionals, LLC 1 443 0,07 630 −10,38
2026-04-22 13F Legacy Wealth Management, Inc 1 563 1,63 683 −9,07
2026-05-07 13F Arsenal Capital Advisors LLC 10 325 106,13 4 510 84,57
2026-05-13 13F O'shaughnessy Asset Management, Llc 58 508 25,37 25 556 12,25
2026-04-07 13F Farther Finance Advisors, LLC 65 882 12,90 29 091 2,18
2026-05-11 13F Elevated Financial Group LLC 1 099 480
2026-05-12 13F Cannon Financial Strategists, Inc. 65 765 3,48 28 726 −7,35
2026-05-04 13F Evernest Financial Advisors, LLC 4 021 500,15 336 5,68
2026-05-11 13F Ashton Thomas Private Wealth, LLC 44 999 21,93 19 655 9,17
2026-05-15 13F 10Elms LLP 200 87
2026-04-21 13F Meridian Financial, LLC 1 624 0,50 709 −10,03
2026-05-27 13F Tenret Co LLC 47 022 4,62 20 539 −6,33
2026-05-01 13F Associated Banc-corp 51 806 1,69 22 628 −8,96
2026-04-27 13F HB Wealth Management, LLC 80 808 5,46 35 296 −5,58
2026-04-15 13F QTR Family Wealth, LLC 565 0,18 269 1,51
2026-05-06 13F 71 West Capital Partners 241 167 5,53 105 339 −5,52
2026-04-13 13F Market Street Wealth Management Advisors Llc 48 026 0,58 20 977 −9,95
2026-05-15 13F Citadel Advisors Llc Put 120 300 130,90 52 546 106,73
2026-04-15 13F Mogy Joel R Investment Counsel Inc 4 333 22,57 1 893 9,74
2026-04-29 13F Strategic Blueprint, LLC 92 133 3,14 40 243 −7,66
2026-05-15 13F Safe Harbor Fiduciary, LLC 5 683 6,11 2 482 −4,98
2026-05-06 13F Spartan Wealth Advisory Services LLC 3 484 1 522
2026-05-12 13F Athena Investment Management 3 843 7,77 1 679 −3,51
2026-04-09 13F Secure Asset Management, LLC 826 2,48 361 −8,40
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 538 579 5,02 235 −6,00
2026-04-13 13F True Wealth Design, LLC 114 245,45 50 206,25
2026-02-13 13F Stark Wealth Management LLC 2 361 1 152
2026-05-14 13F Zacks Investment Management 2 628 0,11 1 148 −10,38
2026-04-29 13F IAG Wealth Partners, LLC 50 853 5,17 22 212 −5,85
2026-04-22 13F Onyx Bridge Wealth Group LLC 55 174 35,93 24 100 21,70
2026-04-22 13F Spire Wealth Management 18 166 14,97 7 935 2,93
2026-05-13 13F Keystone Wealth Services, LLC 1 766 14,53 771 2,53
2026-04-21 13F PDS Planning, Inc 2 416 0,21 1 055 −10,29
2026-05-08 13F Vanguard Advisers Inc 173 915 75 964
2026-04-27 13F Western Reserve Capital Management, LLC 3 706 1,76 1 619 −8,90
2026-04-27 13F Sound Income Strategies, LLC 3 109 12,28 1 373 2,16
2026-04-15 13F Milestone Asset Management, Llc 1 038 17,42 454 5,10
2026-01-26 13F Pursuit Wealth Management LLC 1 556 759
2026-05-15 13F Blue Chip Partners, Inc. 1 535 0,99 671 −9,58
2026-04-23 13F Northstar Asset Management Llc 46 591 4,91 20 350 −6,07
2026-04-16 13F Kavar Capital Partners Group, Llc 18 583 2,80 8 117 −7,97
2026-04-20 13F Fiduciary Alliance LLC 17 608 41,57 8 552 40,94
2026-04-08 13F Canandaigua National Corp 3 148 1 375
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 8 988 2,97 3 926 −7,82
2026-05-18 13F Graney & King, LLC 3 645 9,92 1 592 −1,61
2026-05-13 13F American Investment Services, Inc. 79 321 0,15 34 647 −10,34
2026-04-21 13F Financial Planning Hawaii, Inc. 536 0,56 234 −10,00
2026-03-27 13F Prosperity Wealth Management, Inc. 2 060 16,65 1 005 18,54
2026-05-12 13F Covington Investment Advisors Inc. 9 497 5,84 4 0,00
2026-04-17 13F Discipline Wealth Solutions, LLC 1 655 4,28 723 −6,72
2026-04-27 13F Mount Yale Investment Advisors, LLC 65 117 788,61 28 442 695,58
2026-04-30 13F Millstone Evans Group, LLC 955 30,46 417 16,81
2026-05-08 13F King Luther Capital Management Corp 274 −10,46
2026-04-13 13F Cypress Point Wealth Management, LLC 4 300 0,05 1 878 −10,40
2026-04-24 13F United Community Bank 10 118 41,95 4 419 27,09
2026-04-15 13F Wolff Financial Management Llc 93 054 1,75 40 645 −8,90
2026-04-16 13F Smith, Salley & Associates 6 550 3,48 2 861 −7,35
2026-05-05 13F Thayer Partners, LLC / MA 2 617 0,11 1 143 −10,35
2026-05-11 13F VeraBank, N.A. 62 106 5,16 27 127 −5,84
2026-05-15 13F Osbon Capital Management Llc 2 252 174,97 984 146,37
2026-04-15 13F Curran Financial Partners, LLC 47 563 16,60 20 775 4,39
2026-04-16 13F Ellsworth Advisors, LLC 1 560 0,13 681 −9,92
2026-05-11 13F Fortis Capital Management LLC 1 344 0,15 587 −10,24
2026-05-14 13F White Lighthouse Investment Management Inc. 248 021 3,25 108 333 −7,56
2026-05-11 13F Chaney Capital Management, Inc. 117 062 3,29 51 132 −7,52
2026-04-24 13F Kendall Capital Management 30 533 4,87 13 337 −6,10
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 9 003 12,02 3 933 0,28
2026-05-01 13F Innovative Wealth Building LLC 3 353 13,32 1 465 1,46
2026-04-13 13F LexAurum Advisors, LLC 1 354 25,14 591 14,09
2026-05-15 13F Ameriflex Group, Inc. 203 17,34 89 4,76
2026-05-15 13F Evelyn Partners Asset Management Ltd 140 460,00 61 408,33
2026-04-27 13F Revisor Wealth Management LLC 2 815 12,38 1 229 1,32
2026-05-05 13F Generations Wealth, LLC 3 427 12,92 1 497 1,08
2026-04-15 13F Riversedge Advisors, Llc 30 792 3,11 13 450 −7,68
2026-04-22 13F HFG Wealth Management, LLC 1 868 0,76 816 −9,73
2026-05-15 13F Summit Financial, LLC 284 069 16,79 124 078 4,56
2026-05-01 13F Rossmore Private Capital 4 091 0,12 1 787 −10,39
2026-04-22 13F Investment Advisory Group, LLC 60 936 2,78 26 616 −7,98
2026-05-05 13F UBS Group AG Put 500 218
2026-05-05 13F Sandy Cove Advisors, LLC 10 220 1,21 4 464 −9,38
2026-05-05 13F UBS Group AG 6 068 786 8,09 2 650 785 −3,22
2026-04-22 13F RMR Wealth Builders 264 722 11,05 115 628 −0,57
2026-04-27 13F Mustard Seed Financial, LLC 23 599 6,31 10 308 −4,82
2026-05-12 13F Kirtland Hills Capital Management, Llc 25 104 741,01 2 080 42,86
2026-04-22 13F Matrix Asset Advisors Inc/ny 3 291 4,64 1 437 −6,32
2026-04-16 13F Koenig Investment Advisory, LLC 1 335 20,16 583 12,57
2026-05-14 13F Captrust Financial Advisors 1 323 256 0,97 577 940 −9,61
2026-04-13 13F Gradient Investments LLC 1 634 14,19 714 2,15
2026-04-24 13F Vision Capital Management, Inc. 1 988 0,45 868 −10,05
2026-05-14 13F Catalytic Wealth RIA, LLC 24 308 2,70 10 618 −8,05
2026-05-20 13F Hobbs Group Advisors, LLC 2 293 34,57 1 002 20,46
2026-05-15 13F Annandale Capital, LLC 519 10,66 0
2026-04-17 13F Webster Bank, N. A. 2 624 22,67 1 146 9,88
2026-04-08 13F Wisconsin Wealth Advisors, LLC 7 404 0,15 3 234 −10,34
2026-05-15 13F Aqr Capital Management Llc 164 906 21,78 72 029 9,03
2026-04-20 13F Columbia Asset Management 6 915 4,87 3 021 −6,09
2026-04-22 13F M3 Advisory Group, LLC 17 159 2,00 7 495 −8,68
2026-04-23 13F Bell Bank 608 080 2,95 265 603 −7,82
2026-04-10 13F RTD Financial Advisors, Inc. 4 327 63,16 1 890 46,09
2026-04-09 13F Thrive Wealth Management, LLC 32 177 6,12 14 055 −4,99
2026-04-20 13F Jfs Wealth Advisors, Llc 23 10
2026-05-12 13F LightSquare Wealth Management, LLC 15 595 6 812
2026-04-13 13F Winthrop Advisory Group LLC 22 086 27,45 9 647 14,10
2026-04-16 13F Evolve Private Wealth, Llc 14 577 895,70 6 367 791,74
2026-04-09 13F Central Valley Advisors, Llc 556 243
2026-04-27 13F Victory Financial Group, Llc 1 988 86,14 868 66,60
2026-05-15 13F Capital & Planning, Llc 8 3
2026-05-15 13F Cerity Partners LLC 696 274 25,22 305 401 12,58
2026-05-13 13F/A Quadrant Capital Group Llc 3 631 0,22 1 586 −10,30
2026-04-16 13F Balboa Wealth Partners 2 569 78,16 1 122 59,60
2026-04-30 13F Fidelity D & D Bancorp Inc 1 125 3,40 491 −7,36
2026-04-09 13F McNamara Financial Services, Inc. 77 560 1,96 33 877 −8,72
2026-05-15 13F Ameriprise Financial Inc 4 022 942 3,52 1 754 867 −7,45
2026-04-21 13F HCR Wealth Advisors 221 595 2,01 96 791 −8,67
2026-04-27 13F Evolution Wealth Management Inc. 2 255 0,94 985 −9,55
2026-05-15 13F Evergreen Wealth Solutions, LLC 20 935 3 271,18 9 144 2 917,82
2026-05-08 13F Tandem Financial, LLC 2 667 1 165
2026-04-22 13F Clear Creek Financial Management, LLC 7 993 6,08 3 491 −5,01
2026-04-08 13F Accel Wealth Management 4 324 3,12 1 889 −7,68
2026-05-08 13F Addison Advisors LLC 35 590 2,41 15 545 −8,32
2026-05-15 13F Bragg Financial Advisors, Inc 76 333 7,59 33 342 −3,68
2026-05-19 13F Front Row Advisors LLC 177 941,18 77 862,50
2026-05-08 13F Marshall Investment Management, Llc 1 239 33,95 541 19,96
2026-04-20 13F Kestra Private Wealth Services, Llc 169 980 1,91 74 245 −8,76
2026-01-14 13F ORG Partners LLC 9 200 0,65 4 498 2,44
2026-05-15 13F/A Prepared Retirement Institute LLC 3 740 0,03 1 634 −10,47
2026-04-29 13F Nilsine Partners, LLC 4 274 614,72 357 22,34
2026-05-18 13F Ashton Thomas Securities, Llc 7 490 5,20 3 272 −5,82
2026-04-09 13F Meriwether Wealth & Planning, LLC 698 4,49 305 −6,46
2026-05-01 13F Welch & Forbes Llc 1 068 1,42 466 −9,16
2026-04-20 13F Naples Global Advisors, Llc 1 274 11,56 557 0,00
2026-04-13 13F Thayer Financial, L.L.C. 33 364 9,25 14 573 −2,19
2026-02-17 13F Glenmede Trust Co Na 267 583 18,18 130 543 55,48
2026-05-06 13F North Star Asset Management Inc 13 821 120,92 6 037 97,77
2026-05-14 13F Regal Investment Advisors LLC 52 839 5,64 23 079 −5,42
2026-05-13 13F Rezny Wealth Management, Inc. 323 977 0,94 141 510 −9,63
2026-05-14 13F Ballast Financial Advisors LLC 4 666 1,99 2 038 −8,70
2026-05-04 13F MEMBERS Trust Co 265 953 30,44 116 166 16,78
2026-04-03 13F Rise Advisors, LLC 104 728 3,29 46 244 −6,51
2026-04-08 13F Charis Legacy Partners, LLC 2 236 0,27 977 −10,21
2026-04-16 13F Annex Advisory Services, LLC 2 994 7,93 1 308 −3,40
2026-05-11 13F Commerce Bank 79 085 30,43 34 544 16,78
2026-04-21 13F Pallas Capital Advisors LLC 13 241 23,62 5 784 10,68
2026-05-05 13F Harmony Asset Management Llc 3 108 2,44 1 358 −8,31
2026-05-13 13F Natixis Advisors, L.p. 844 309 8,55 61 −62,35
2026-04-27 13F PFG Investments, LLC 10 033 10,42 4 382 −1,13
2026-05-15 13F Wealth Watch Advisors, INC 5 005 7,66 2 186 −3,62
2026-05-12 13F Kingsview Wealth Management, LLC 72 181 3,93 31 528 −6,95
2026-04-23 13F Element Squared LLC 4 724 1,99 2 064 −8,72
2026-04-29 13F Proactive Wealth Strategies LLC 4 319 207,84 1 889 176,17
2026-05-15 13F NCM Capital Management, LLC 14 894 2,74 6 506 −8,02
2026-01-29 13F Vanguard Group Inc 192 097 1,41 93 716 3,16
2026-05-11 13F HBK Sorce Advisory LLC 83 070 651,36 7 214 39,25
2026-04-28 13F Stratos Wealth Advisors, LLC 4 940 1,21 2 158 −9,37
2026-02-18 13F Veratis Advisors, Inc. 24 081 11 034
2026-05-01 13F Hohimer Wealth Management, Llc 40 603 17 735
2026-05-15 13F Squarepoint Ops LLC 17 212 87,94 7 518 68,30
2026-05-15 13F Talon Private Wealth, LLC 16 069 69,72 7 019 69,13
2026-04-13 13F Shira Ridge Wealth Management 1 657 0,06 724 −10,41
2026-04-07 13F City Center Advisors, LLC 879 3,41 384 −7,49
2026-05-04 13F Henderson Brothers Financial Partners, LLC 566 247
2026-05-15 13F Mission Wealth Management, Lp 986 756 0,56 431 005 −9,96
2026-04-14 13F Shrier Wealth Management, Llc 27 852 9,24 12 166 −2,19
2026-05-07 13F Avidian Wealth Solutions, LLC 17 222 19,27 7 522 6,79
2026-04-28 13F Kingswood Wealth Advisors, Llc 14 941 10,36 6 526 −1,21
2026-05-12 13F Dynamic Financial Group 802 0,75 350 −9,79
2026-04-30 13F Kestra Advisory Services, LLC 632 054 10,05 276 075 −1,47
2026-04-13 13F John W. Brooker & Co., CPAs 6 596 132,34 2 881 108,01
2026-04-29 13F Brighton Securities Corp. 27 225 13,82 11 892 1,90
2026-05-08 13F Bristlecone Value Partners, LLC 802 350
2026-04-20 13F First Bancorp, Inc /ME/ 3 188 36,65 1 392 22,32
2026-05-04 13F TrustBank 290 127
2026-04-22 13F TruNorth Capital Management, LLC 1 013 132,87 442 108,49
2026-04-21 13F Merkkuri Wealth Advisors LLC 350 153
2026-04-13 13F IFP Advisors, Inc 131 782 3,67 57 561 −7,19
2026-04-16 13F Ironwood Financial, llc 13 654 112,02 5 964 88,05
2026-05-13 13F Gibbs Wealth Management 1 998 298,01 873 254,47
2026-04-10 13F Novem Group 37 927 1,34 16 566 −9,27
2026-04-07 13F Anderson Hoagland & Co 79 462 8,58 34 708 −2,78
2026-05-12 13F One Capital Management, LLC 111 641 151,40 48 764 125,08
2026-04-28 13F Golden State Equity Partners 8 133 48,06 3 553 32,59
2026-04-21 13F Main Line Retirement Advisors, LLC 18 663 2,08 8 152 −8,61
2026-05-15 13F United Capital Financial Advisers, Llc 554 536 2,25 242 219 −8,46
2026-05-05 13F Regions Financial Corp 33 319 14,68 14 553 2,67
2026-04-20 13F Cottage Street Advisors LLC 2 354 0,26 1 028 −10,22
2026-05-11 13F Rinkey Investments 19 025 4,83 8 310 −6,14
2026-04-09 13F DHJJ Financial Advisors, Ltd. 949 4,98 414 −5,91
2026-05-29 13F Krane Financial Solutions LLC 16 095 7 030
2026-05-05 13F SOUTH STATE Corp 31 720 3,45 13 855 −7,38
2026-05-15 13F Beacon Pointe Advisors, LLC 613 960 17,60 268 172 5,29
2026-05-04 13F Optima Capital Llc 3 775 5,59 1 649 −5,50
2026-04-13 13F Gill Capital Partners, Llc 41 589 0,78 18 166 −9,77
2026-04-21 13F Mayport, Llc 1 542 181,39 674 152,06
2026-04-09 13F Veracity Capital LLC 652 7,41 285 −4,05
2026-05-18 13F Systematic Alpha Investments, LLC 784 030 500,00 57 076 −10,47
2026-04-10 13F GEM Asset Management, LLC 1 072 6,45 468 −5,26
2026-05-07 13F Jefferies Financial Group Inc. 1 530 2,34 668 −8,37
2026-05-14 13F Rockefeller Capital Management L.P. 614 604 3,66 268 453 −7,19
2026-04-30 13F Selective Wealth Management, Inc. 5 869 485
2026-05-13 13F Protective Life Corp 70 31
2026-04-22 13F Hofer & Associates. Inc 23 124 1,61 10 100 −9,03
2026-04-08 13F WealthCare Investment Partners, LLC 3 827 0,24 1 700 −8,41
2026-04-16 13F BridgePort Financial Solutions, LLC 11 138 10,40 4 865 −1,16
2026-04-20 13F City State Bank 12 609 9,87 5 507 −1,63
2026-04-24 13F Gilliland Jeter Wealth Management LLC 11 453 0,25 5 003 −10,25
2026-04-23 13F Equita Financial Network, Inc. 458 200
2026-04-16 13F Kure Advisory, LLC 19 928 4,92 8 704 −6,07
2026-05-04 13F Brookwood Investment Group LLC 70 982 5,95 31 004 −5,14
2026-05-12 13F Saiph Capital, LLC 4 279 1,49 1 869 −9,14
2026-05-07 13F MidAtlantic Capital Management, Inc. 18 046 2,49 7 882 −8,23
2026-05-05 13F Cullen/frost Bankers, Inc. 656 256 7,50 286 646 −3,75
2026-05-01 13F Financial Advisory Partners, Llc 76 443 9,14 33 390 −2,29
2026-05-06 13F Aire Advisors, Llc 74 409 1,21 32 501 −9,39
2026-05-15 13F Weaver Consulting Group 1 073 8,60 469 −2,90
2026-04-29 13F Nicholas Hoffman & Company, LLC. 4 375 1,34 1 911 −9,26
2026-04-27 13F Sierra Ocean, Llc 1 784 0,62 779 −9,94
2026-05-12 13F Reyes Financial Architecture, Inc. 49 21
2026-05-13 13F LM Advisors LLC 226 1
2026-04-29 13F Capstone Wealth Management Group, Llc 992 0,10 434 −10,35
2026-04-21 13F Tritonpoint Wealth, Llc 93 384 2,87 40 789 −7,90
2026-05-01 13F Gables Capital Management Inc. 2 132 1,38 155 −84,88
2026-05-12 13F CBIZ Investment Advisory Services, LLC 904 105 9,23 394 904 −2,20
2026-04-20 13F Foster Victor Wealth Advisors, LLC 1 014 0,60 483 −1,02
2026-04-16 13F Uhlmann Price Securities, Llc 908 399
2026-04-17 13F United Advisor Group, LLC 11 098 9,35 4 848 −2,10
2026-05-28 13F Cozad Asset Management Inc 10 077 2,81 4 402 −7,97
2026-05-13 13F Freestone Capital Holdings, LLC 5 718 26,31 2 498 13,09
2026-05-11 13F Cascade Wealth Advisors, Inc 69 558 499,07 6 040 6,24
2026-05-08 13F Atlantic Private Wealth, LLC 1 863 0,11 814 −10,36
2026-04-27 13F Tanglewood Legacy Advisors, LLC 3 152 32,44 1 377 18,52
2026-04-20 13F Tranquility Partners, LLC 787 6,35 344 −4,99
2026-05-07 13F Carl P. Sherr & Co., LLC 6 071 0,08 2 652 −9,24
2026-04-27 13F HTG Investment Advisors, Inc. 19 396 8,81 8 472 −2,59
2026-05-14 13F Ballentine Partners, LLC 11 015 69,70 4 811 51,96
2026-05-14 13F HighPoint Advisor Group LLC 11 940 3,58 5 215 −7,26
2026-05-12 13F KilterHowling LLC 2 878 0,10 1 257 −10,34
2026-05-13 13F Cetera Investment Advisers 2 298 549 8,21 1 003 983 −3,11
2026-04-27 13F GDS Wealth Management 1 547 67,06 676 49,67
2026-05-14 13F Allworth Financial LP 199 494 1,64 87 137 −9,00
2026-05-04 13F Geneos Wealth Management Inc. 35 438 0,40 15 479 −10,11
2026-05-15 13F Horizon Investment Services, LLC 2 641 3,20 1 154 −7,61
2026-05-04 13F Calamos Wealth Management LLC 1 449 3,57 633 −7,33
2026-04-08 13F Clarus Wealth Advisors 17 041 2,37 7 582 −7,28
2026-04-23 13F Forum Financial Management, LP 8 383 12,49 3 661 0,72
2026-04-24 13F Charter Oak Capital Management, LLC 9 617 5,75 4 201 −5,32
2026-05-15 13F Purpose Unlimited Inc. 205 89
2026-04-16 13F IVC Wealth Advisors LLC 46 499 0,15 20 310 −10,33
2026-04-14 13F Southland Equity Partners LLC 7 608 9,29 3 323 −2,12
2026-04-23 13F Etesian Wealth Advisors, Inc. 623 0,65 272 −9,63
2026-05-08 13F Endowment Wealth Management, Inc. 518 3,19 226 −7,38
2026-05-08 13F Financial Strategies Group, Inc. 2 586 500,00 216 1,90
2026-04-20 13F KFA Private Wealth Group, LLC 8 026 15,38 3 506 3,30
2026-05-14 13F Nicolet Bankshares Inc 22 297 284,83 9 812 247,17
2026-05-08 13F Evolution Wealth Advisors, LLC 2 558 7,21 1 117 −4,04
2026-05-08 13F HORAN Wealth, LLC 8 292 100,00 3 925 94,11
2026-04-21 13F RCS Financial Planning, LLC 7 870 1,34 3 437 −9,27
2026-04-08 13F Stonebridge Financial Group, LLC 944 84,38 412 65,46
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 3 880 6,39 1 695 −4,78
2026-05-15 13F Huntington National Bank 8 610 −13,90
2026-04-23 13F Midwest Financial Partners Investments, Inc. 6 016 69,32 2 628 51,59
2026-05-06 13F Cornerstone Planning Group LLC 2 271 760,23 191 48,06
2026-04-14 13F Juncture Wealth Strategies, Llc 4 178 17,33 1 825 5,01
2026-05-04 13F Foundation Wealth Management, LLC 834 0,24 364 −10,59
2026-05-07 13F Samara Investment Management, LLC 964 421
2026-04-29 13F Harbour Capital Advisors, LLC 27 726 462,74 2 302 −3,92
2026-05-14 13F VestGen Advisors, LLC 498 438 973,23 43 145 90,42
2026-05-15 13F Perennial Investment Advisors, LLC 25 019 7,76 10 929 −3,52
2026-05-11 13F Atlas Capital Advisors Llc 368 1 740,00 161 1 677,78
2026-04-08 13F Lpwm Llc 2 586 3,07 1 130 −7,76
2026-04-10 13F Level Financial Advisors, Inc. 24 284 16,25 10 607 4,08
2026-04-24 13F Twin City Private Wealth, Llc 2 220 7,82 970 −3,49
2026-05-14 13F Greenline Wealth Management LLC 498 24,50 218 11,28
2026-04-24 13F APCM Wealth Management for Individuals 2 333 6,63 1 019 −4,50
2026-05-12 13F/A Panoramic Investment Advisors, Llc 14 888 7,82 6 503 −3,47
2026-04-29 13F Lmcg Investments, Llc 760 7,65 332 −3,78
2026-05-11 13F Manchester Capital Management LLC 4 146 22,26 1 811 9,43
2026-04-17 13F Swp Financial Llc 32 328 7,17 14 121 −4,05
2026-04-03 13F Waller Financial Planning Group, Inc 3 165 16,83 1 383 4,62
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 236 120 3,37 103 135 −7,45
2026-05-08 13F Bokf, Na 141 282 0,77 61 711 −9,78
2026-04-22 13F Jim Saulnier & Associates, Llc 814 65,11 356 47,92
2026-03-04 13F AG Campbell Advisory, LLC 110 54
2026-04-13 13F Advocate Group Llc 3 654 0,14 1 596 −10,34
2026-04-07 13F Park Avenue Securities Llc 25 030 10,69 11 −9,09
2026-04-14 13F American State Bank (Iowa) 758 24,06 331 11,07
2026-05-13 13F Prosperity Financial Group, Inc. 1 787 0,34 781 −10,14
2026-04-08 13F Emergent Wealth Advisors, LLC 18 813 48,19 8 217 32,68
2026-04-22 13F Horizon Bancorp Inc /in/ 21 578 1,51 9 −10,00
2026-05-15 13F Smartleaf Asset Management LLC 53 956 22,64 22 662 4,76
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 1 855 2,09 810 −8,58
2026-05-06 13F Alteri Wealth LLC 2 652 0,15 1 158 −10,30
2026-04-14 13F Murphy Pohlad Asset Management LLC 1 275 557
2026-05-14 13F Baird Financial Group, Inc. 641 405 2,61 280 159 −8,13
2026-05-13 13F Owl Creek Wealth Partners LLC 160 70
2026-04-20 13F First PREMIER Bank 25 937 4,87 11 −8,33
2026-05-07 13F Principle Wealth Partners Llc 122 819 0,31 53 646 −10,19
2026-04-22 13F Pinnacle Bancorp, Inc. 5 129 0,23 2 240 −10,26
2026-05-04 13F Glassman Wealth Services 2 095 12,03 915 0,33
2026-05-05 13F Advisory Advocates, LLC 919 64,70 401 47,43
2026-05-08 13F Junk Investment Group, LLC 31 574 13 791
2026-04-15 13F Websterrogers Financial Advisors, Llc 65 510 5,99 28 614 −5,11
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 13 500 36,13 5 897 21,87
2026-05-04 13F Westside Investment Management, Inc. 1 201 1,69 525 −9,03
2026-04-23 13F Marmo Financial Group, LLC 66 196 0,31 28 914 −10,19
2026-04-23 13F Mayflower Financial Advisors, LLC 6 226 25,83 2 720 12,68
2026-05-12 13F Moneta Group Investment Advisors Llc 8 485 080 518,92 617 699 −7,65
2026-04-17 13F Mezzasalma Advisors, LLC 19 805 9,81 4 082 −4,43
2026-04-09 13F Everhart Financial Group, Inc. 325 657 14,45 142 244 2,47
2026-05-08 13F Tfo-tdc, Llc 814 356
2026-05-14 13F Potomac Fund Management Inc /adv 1 599 7,46 698 −3,72
2026-04-17 13F Tectonic Advisors Llc 4 614 1,72 2 015 −8,91
2026-05-29 13F Keel Point, LLC 8 399 0,11 3 668 −10,38
2026-05-26 13F Serenity Investment Advisors 26 061 1 124,10 2 281 119,54
2026-05-06 13F Dunhill Financial, LLC 1 507 0,74 658 −9,74
2026-04-20 13F Eagle Strategies LLC 42 822 12,59 18 704 0,80
2026-04-20 13F Ronald Blue Trust, Inc. 10 880 11,77 4 752 0,08
2026-04-27 13F Colonial River Wealth Management, LLC 1 755 1,21 767 −9,46
2026-04-17 13F Certified Advisory Corp 96 062 3,06 41 954 −7,74
2026-04-20 13F Tower View Investment Management & Research LLC 17 838 0,83 7 791 −9,73
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 111 283 533,95 9 291 8,50
2026-05-01 13F Kraft, Davis & Associates, LLC 182 061 497,96 15 156 1,38
2026-05-05 13F Capital Investment Advisory Services, LLC 24 754 5,85 10 812 −5,22
2026-04-24 13F Essex Financial Services, Inc. 22 207 0,19 9 700 −10,30
2026-04-22 13F Parcion Private Wealth LLC 564 246
2026-04-08 13F Stephens Group Asset Management, Llc 409 574 28,92 178 898 15,42
2026-05-14 13F Betterment LLC 321 772 2,20 141 −8,50
2026-05-11 13F Montis Financial, LLC 767 335
2026-05-11 13F Per Stirling Capital Management, LLC. 1 473 18,98 643 6,46
2026-02-17 13F Capital Insight Partners, Llc 673 328
2026-04-15 13F Scott Capital Advisors, LLC 84 373 1,58 38 907 −3,99
2026-04-27 13F Td Private Client Wealth Llc 67 546 5,46 29 503 −5,58
2026-05-05 13F Sanctuary Advisors, LLC 698 101 0,92 304 923 −9,64
2026-05-04 13F LaFleur & Godfrey LLC 3 665 0,55 1 601 −10,01
2026-04-23 13F McMillan Office, Inc. 400 175
2026-05-14 13F EP Wealth Advisors, Inc. 3 651 263 5,40 1 594 835 −5,63
2026-05-01 13F Sovran Advisors, LLC 27 100 502,76 2 254 3,21
2026-05-04 13F Envestnet Asset Management Inc 8 696 213 13,59 3 798 419 1,70
2026-05-13 13F Mariner, LLC 1 898 195 3,59 829 105 −7,25
2026-01-29 13F Comerica Bank 135 476 0,97 66 093 2,71
2026-05-19 13F Paragon Private Wealth Management, LLC 5 316 11,85 2 322 0,13
2026-02-05 13F Wealth Advisory Team LLC 447 218
2026-05-05 13F Investment Partners, Ltd. 887 17,80 388 5,45
2026-05-12 13F Bbr Partners, Llc 22 253 1 178,91 9 720 1 046,11
2026-05-13 13F Visionary Wealth Advisors 25 351 2,85 11 073 −7,91
2026-04-16 13F GEN Financial Management, INC. 875 1,16 382 −9,26
2026-04-22 13F Beacon Financial Planning, Inc 1 552 78,39 678 59,67
2026-05-01 13F MY Wealth Management Inc. 621 8,76 230 −17,27
2026-05-08 13F Zinnia Wealth Advisory, LLC 6 569 90,74 2 869 70,77
2026-05-15 13F Trexquant Investment LP 935 0,97 408 −9,53
2026-04-13 13F Cyndeo Wealth Partners, LLC 38 530 2,68 16 829 −8,07
2026-04-22 13F Churchill Financial Advisors, LLC 12 387 28,30 5 411 14,86
2026-05-14 13F PlanVest Financial, Inc 503 220
2026-04-30 13F Hegarty Advisors, LLC 1 257 12,03 549 0,37
2026-05-08 13F Oath Planning, LLC 1 942 21,76 848 9,00
2026-05-12 13F Tower Bridge Advisors 676 295
2026-04-13 13F Lake Street Financial Llc 80 963 2,35 35 357 −8,39
2026-05-13 13F 49 Wealth Management, Llc 4 349 402,77 1 899 350,00
2026-04-16 13F Brookstone Capital Management 426 934 4,28 186 481 −6,63
2026-04-17 13F Fifth Third Wealth Advisors LLC 18 376 0,43 8 026 −10,08
2026-04-21 13F Claro Advisors LLC 3 259 20,13 1 424 7,56
2026-05-14 13F Redwood Investment Management, Llc 1 232 0,41 1
2026-05-15 13F Bank Of America Corp /de/ 54 648 818 14,14 23 870 057 2,19
2026-04-16 13F Park National Corp /oh/ 19 806 395,77 8 651 343,87
2026-04-20 13F Apella Capital, LLC 74 750 82,30 36 920 84,57
2026-04-02 13F Hilltop National Bank 3 629 4,76 1 585 −6,16
2026-05-04 13F Lutz Financial Services LLC 562 24,61 245 11,36
2026-04-16 13F Capstone Wealth Management Group LLC 607 8,01 265 −3,28
2026-04-29 13F Cambridge Capital Management, Llc 68 077 0,90 29 735 −9,66
2026-05-11 13F Allianz Se 285 4,78 21 −84,85
2026-05-15 13F Gw Henssler & Associates Ltd 33 581 7,48 14 668 −3,78
2026-04-27 13F Meramec Financial Planners, LLC 24 811 0,99 12 221 6,16
2026-05-11 13F Financial Symmetry Inc 3 510 500,00 292 2,11
2026-06-01 13F Foguth Wealth Management, LLC. 20 488 310,50 1 836 −24,36
2026-04-21 13F Mesirow Financial Investment Management, Inc. 98 383 43,56 42 988 28,56
2026-04-30 13F Verdence Capital Advisors LLC 23 223 0,03 10 144 −10,44
2026-05-04 13F Savant Capital, LLC 197 160 121,21 86 117 98,05
2026-04-24 13F Stock Yards Bank & Trust Co 1 979 11,74 864 0,12
2026-04-21 13F Decision Investments, Inc 1 092 57,12 477 40,41
2026-05-04 13F Principal Financial Group Inc 7 279 148,35 3 180 122,31
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 46 248 4,22 20 200 −6,69
2026-05-11 13F High Note Wealth, LLC 444 1,14 194 −9,81
2026-05-27 13F Security Financial Services, INC. 14 628 0,02 6 389 −10,44
2026-05-11 13F Granville Capital, Inc. 3 511 0,06 1 534 −10,40
2026-05-15 13F TRUE Private Wealth Advisors 2 775 58,21 1 212 41,75
2026-04-08 13F Selby Wealth Management, LLC 1 958 188,79 855 159,09
2026-05-06 13F May Hill Capital, LLC 5 055 0,02 2 208 −10,47
2026-04-13 13F Amplius Wealth Advisors, LLC 991 0,10 433 −10,56
2026-04-28 13F Southern Michigan Bank & Trust 1 618 707
2026-05-07 13F Clark Financial Services Group Inc /bd 33 194 8,24 14 499 −3,20
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 734 4,56 321 −6,43
2026-05-13 13F Fortress Private Ledger, Llc 849 11,42 371 −0,27
2026-04-27 13F 4wealth Advisors, Inc. 1 730 1,70 727 −12,42
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 20 184 0,07 8 816 −10,40
2026-04-28 13F Cohen Investment Advisors LLC 3 329 5,82 1 454 −5,22
2026-05-12 13F Liberty Wealth Management Llc 5 020 6,00 2 193 −5,11
2026-04-27 13F Ethic Inc. 977 427
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 4 356 0,11 1 903 −10,37
2026-05-19 13F McIlrath & Eck, LLC 163 962 1,04 71 617 −9,54
2026-05-13 13F Douglass Winthrop Advisors, LLC 4 456 0,59 1 946 −9,95
2026-04-10 13F Intellectus Partners, LLC 2 990 9,52 1 306 −1,95
2026-05-01 13F International Assets Investment Management, Llc 4 226 0,60 1 866 −8,93
2026-04-27 13F Baer Investment Advisory LLC 1 988 868
2026-05-13 13F Ameritas Investment Partners, Inc. 427 0,23 186 −10,14
2026-04-29 13F First Interstate Bank 805 20,69 352 8,00
2026-04-30 13F Texas Bank & Trust Co 745 325
2026-05-06 13F Bessemer Group Inc 364 752 11,30 159 0,00
2026-04-23 13F Cornerstone Wealth Management, LLC 21 997 0,83 9 608 −9,73
2026-05-08 13F United Financial Planning Group LLC 62 649 7,66 27 364 −3,61
2026-05-14 13F Atomi Financial Group, Inc. 88 110 15,77 38 485 3,65
2026-05-01 13F Granite Bay Wealth Management, LLC 2 432 99,51 1 062 78,62
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 27 072 0,69 11 825 −9,85
2026-04-20 13F Parkway Wealth Management Group, LLC 191 754 1,76 88 115 −4,15
2026-05-15 13F Gateway Wealth Partners, LLC 24 090 41,27 10 522 26,48
2026-04-24 13F Abacus Wealth Partners, LLC 2 641 22,16 1 154 9,39
2026-05-15 13F TCG Advisory Services, LLC 12 010 389,80 5 246 338,55
2026-05-13 13F GSG Advisors LLC 19 075 12,71 8 332 0,91
2026-05-12 13F Belvedere Trading LLC Put 5 700 103,57 2 490 82,21
2026-04-13 13F Enclave Advisors LLC 43 134 9,07 18 841 −2,35
2026-05-14 13F Vident Advisory, LLC 641 280
2026-04-21 13F Towneley Capital Management, Inc / DE 1 195 0,17 522 −10,48
2026-05-07 13F EPG Wealth Management LLC 455 12,35 199 0,51
2026-05-19 13F Silicon Valley Capital Partners 39 825 0,72 17 395 −9,83
2026-05-14 13F Gamco Investors, Inc. Et Al 849 13,65 371 1,65
2026-05-01 13F FDx Advisors, Inc. 11 557 0,74 5 0,00
2026-05-12 13F Bnp Paribas Arbitrage, Sa 1 668 15,03 729 2,97
2026-04-21 13F Northern Lights Advisors, Inc. 6 373 18,99 2 784 6,55
2026-04-16 13F Diversified Trust Co 7 010 14,92 3 062 2,89
2026-05-07 13F Oak Harbor Wealth Partners, Llc 2 200 101,47 961 80,45
2026-04-01 13F BancFirst Trust & Investment Management 1 435 35,51 603 15,77
2026-05-15 13F/A Spears Abacus Advisors LLC 1 601 0,44 699 −10,04
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 36 765 1,60 16 059 −9,04
2026-05-11 13F GenWealth Group, Inc. 96 720 6,05 42 246 −5,51
2026-04-17 13F Integrated Capital Management, LLC 1 136 1,88 496 −8,66
2026-04-28 13F Canvas Wealth Advisors, LLC 8 518 5,46 3 721 −5,58
2026-04-29 13F Marino, Stram & Associates Llc 97 846 2,63 42 738 −8,11
2026-05-06 13F Fort Sheridan Advisors Llc 6 212 8,36 2 713 −2,97
2026-05-13 13F Davis R M Inc 6 328 0,73 2 764 −9,79
2026-05-08 13F Truepoint, Inc. 423 091 2,33 184 802 −8,38
2026-05-12 13F Tme Financial, Inc. 3 671 11,07 1 603 −0,56
2026-05-12 13F Ameritas Advisory Services, LLC 24 210 0,72 10 575 −9,83
2026-05-14 13F Axim Planning & Wealth 495 12,50 216 0,93
2026-05-11 13F Legacy Edge Advisors, LLC 46 857 0,29 20 467 −10,21
2026-02-13 13F Colony Group, LLC 706 264 23,81 340 715 24,51
2026-06-02 13F Blue Edge Capital, LLC 147 345 2,51 64 359 −8,22
2026-04-23 13F Brown Miller Wealth Management, LLC 2 549 12,09 1 113 0,36
2026-04-24 13F FRG Family Wealth Advisors LLC 2 418 5,22 1 056 −5,80
2026-05-15 13F/A EverSource Wealth Advisors, LLC 365 669 89,67 159 720 69,81
2026-04-16 13F Clark Asset Management, LLC 221 095 11,29 96 572 −0,36
2026-04-17 13F Guyasuta Investment Advisors Inc 8 127 2,81 3 550 −7,96
2026-04-17 13F Summit Wealth Partners, LLC 16 819 20,18 7 346 7,60
2026-04-29 13F Cary Street Partner Investment Advisory Llc 6 734 36,59 2 942 22,29
2026-05-18 13F Strategic Investment Advisors / MI 149 896 20,32 65 475 7,73
2026-04-10 13F Waldron Private Wealth LLC 706 880 19,47 308 759 6,96
2026-05-12 13F CBM Financial, LLC 25 581 488,20 2 110 4,92
2026-04-07 13F Cooper Financial Group 2 937 69,18 1 283 51,54
2026-05-11 13F Madden Advisory Services, Inc. 4 227 1,59 1 846 −9,02
2026-05-07 13F Sagespring Wealth Partners, Llc 6 573 3,56 2 871 −7,27
2026-05-15 13F Cladis Investment Advisory, LLC 1 265 0,40 553 −10,10
2026-05-08 13F Mystic Asset Management, Inc. 914 2,93 399 −7,85
2026-05-07 13F Virtue Capital Management, LLC 1 232 54,19 522 34,54
2026-04-15 13F Sightline Wealth Advisors, LLC 24 106 9,82 10 529 −1,68
2026-05-12 13F Innovative Asset Advisors Group, LLC 287 125
2026-04-20 13F Aegis Wealth Management, Inc. 479 3,90 209 −7,11
2026-04-21 13F Sequent Planning LLC 2 084 4,30 910 −6,57
2026-05-15 13F Carret Asset Management, Llc 2 021 4,61 883 −6,37
2026-04-27 13F Nixon Peabody Trust Co 9 996 1,77 4 366 −8,87
2026-05-21 13F BankChampaign, National Association 677 296
2026-05-11 13F Evermay Wealth Management Llc 8 555 10,84 3 737 −0,77
2026-04-20 13F BTC Capital Management, Inc. 63 641 6,45 27 799 −4,69
2026-05-01 13F Mutual Advisors, LLC 36 128 7,16 15 780 −4,06
2026-05-11 13F CFO4Life Group, LLC 1 604 1,33 701 −9,33
2026-05-15 13F Integrated Wealth Concepts LLC 68 348 16,84 29 854 4,60
2026-04-15 13F Cypress Financial Planning Llc 3 798 2,18 1 659 −9,00
2026-05-07 13F BlueStem Wealth Partners, LLC 64 812 3,06 28 309 −7,73
2026-04-30 13F Money Concepts Capital Corp 3 756 3,59 1 641 −7,24
2026-05-11 13F Sargent Investment Group, LLC 1 101 51,03 481 35,21
2026-05-12 13F CIBC Bancorp USA Inc. 52 307 13,70 21 016 −4,75
2026-04-15 13F Verum Partners LLC 906 20,96 396 8,22
2026-04-23 13F DiPaolo Financial Group, Inc. 43 789 26,40 19 126 13,17
2026-05-08 13F Indie Asset Partners, LLC 1 566 14,64 684 2,70
2026-04-13 13F Highland Capital Management, Llc 1 386 231,58 605 196,57
2026-05-12 13F Hrc Wealth Management, Llc 1 211 121,39 529 98,50
2026-05-12 13F Holderness Investments Co 2 352 6,67 1 027 −4,47
2026-04-17 13F Cora Capital Advisors Llc 57 102 45,80 24 942 30,54
2026-05-15 13F Advisory Services Network, LLC 79 840 8,30 34 873 −3,03
2026-05-07 13F Rothschild Investment Llc 7 427 1,01 3 244 −9,56
2026-05-15 13F Toronto Dominion Bank 416 264,91 182 229,09
2026-04-13 13F Mather Group, Llc. 489 387 0,32 213 759 −10,18
2026-04-15 13F Third View Private Wealth, LLC 31 773 13,20 13 878 1,35
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 5 594 5,55 2 0,00
2026-05-15 13F Shelton Capital Management 4 829 56,63 2 020 34,24
2026-05-04 13F Nwam Llc 87 022 1,48 38 011 −9,05
2026-05-14 13F Cwm, Llc 653 482 1,54 285 434 91 092,97
2026-02-10 13F Vantus Wealth LLC 466 227
2026-04-22 13F Sendero Wealth Management, LLC 12 021 102,10 5 251 80,97
2026-05-12 13F Kuhn & Co Investment Counsel 12 178 18,42 5 319 6,02
2026-05-15 13F Transamerica Financial Advisors, Inc. 6 158 86,10 2 690 66,60
2026-04-28 13F Tide Cove Capital Partners LLC 110 636 395,53 9 187 −13,35
2026-04-29 13F McLaughlin Asset Management, Inc. 993 434
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 3 704 0,05 1 618 −10,47
2026-04-14 13F FC Advisory LLC 39 388 1,89 17 204 −8,78
2026-01-16 13F Trust Co Of Vermont 3 038 6,86 1 482 8,73
2026-04-14 13F BSW Wealth Partners 1 128 0,09 493 −10,55
2026-05-14 13F Riverview Capital Advisers, LLC 21 708 9,29 9 482 −2,16
2026-04-08 13F JGP Wealth Management, LLC 1 146 4,47 501 −6,54
2026-05-11 13F Brand Asset Management Group, Inc. 6 730 239,21 2 940 203,93
2026-04-24 13F Vertrix Wealth Management, LLC 3 793 1 657
2026-04-22 13F Silver Coast Investments LLC 5 752 17,77 2 512 5,46
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 30 790 1,64 13 449 −9,00
2026-04-10 13F Benin Management CORP 1 509 0,07 659 −10,34
2026-05-05 13F Clear Harbor Asset Management, LLC 962 7,85 420 −3,45
2026-04-16 13F Westmount Partners, LLC 8 353 132,74 3 649 108,46
2026-05-05 13F Sharpepoint Llc 7 190 0,60 3 141 −9,93
2026-05-13 13F Strategic Financial Concepts, LLC 8 578 3 747
2026-05-15 13F Larson Financial Group LLC 4 824 2,44 2 107 −8,27
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 1 640 500,73 138 3,76
2026-04-30 13F Madison Wealth Partners, Inc 9 189 2,97 4 014 −7,81
2026-04-16 13F Genesis Private Wealth, Llc 1 562 3,31 682 −7,46
2026-03-12 13F Nalls Sherbakoff Group, Llc 1 016 12,76 495 76,79
2026-05-13 13F Drake & Associates, LLC 575 251
2026-05-11 13F Clarendon Private LLC 4 458 0,11 1 947 −10,36
2026-05-14 13F Evoke Wealth, Llc 8 275 2,40 3 615 −8,32
2026-05-12 13F Rsm Us Wealth Management Llc 1 040 017 2,36 454 261 −9,07
2026-04-23 13F TFC Financial Management 748 31,92 327 18,12
2026-05-11 13F Vantagepoint Investment Advisers Llc 1 153 860 6,06 503 995 −5,04
2026-05-15 13F JT Stratford LLC 7 409 2,19 3 236 −8,48
2026-05-11 13F Savvy Advisors, Inc. 54 710 8,53 23 897 −2,83
2026-05-08 13F LaSalle St. Investment Advisors, LLC 55 754 12,08 24 353 101 366,67
2026-05-14 13F Lgl Partners, Llc 728 0,14 318 −10,45
2026-04-13 13F Breachway Investments LLC 1 511 0,07 667 −9,37
2026-04-06 13F Private Client Services, Llc 1 370 12,20 599 0,50
2026-05-08 13F Roundview Capital LLC 2 262 1,43 988 −9,11
2026-05-13 13F Monetary Management Group Inc 632 565,26 276 500,00
2026-04-14 13F Cdm Financial Counseling Services, Inc. 5 393 11,49 2 355 −0,17
2026-05-13 13F Yarger Wealth Strategies, Llc 580 0,17 253 −10,28
2026-04-17 13F High Net Worth Advisory Group LLC 15 308 0,08 6 687 −10,40
2026-04-24 13F Alexis Investment Partners, LLC 15 523 23,15 6 520 5,20
2026-04-27 13F AMG Asset Management Group, Inc. 2 917 1 274
2026-04-16 13F Beese Fulmer Investment Management, Inc. 1 559 0,06 681 −10,28
2026-04-22 13F Advocate Investing Services LLC 485 0,21 212 −10,59
2026-05-06 13F Crescent Grove Advisors, LLC 3 198 50,14 1 397 34,36
2026-05-01 13F UNIVEST FINANCIAL Corp 6 802 1,21 2 971 −9,40
2026-04-21 13F J.M. Arbour, LLC 1 008 12,00 440 0,23
2026-04-14 13F Northwest Wealth Management, Llc 1 934 1,15 845 −9,44
2026-05-14 13F Power Wealth Management Llc 606 0,66 265 −9,90
2026-05-15 13F Chilton Investment Co Llc 36 925 2 265,47 16 128 2 019,32
2026-05-07 13F Madison Asset Management, LLC 12 199 11,26 5 328 −0,37
2026-04-10 13F Prosperity Planning, Inc. 48 271 3,43 21 084 −7,40
2026-04-21 13F Everpar Advisors Llc 6 199 9,58 2 708 −1,88
2026-04-29 13F Stenger Family Office, LLC 535 12,87 234 0,87
2026-04-30 13F Beacon Financial Group 59 931 7,20 26 177 −4,02
2026-05-11 13F Seeds Investor Llc 14 714 18,87 7 015 16,16
2026-04-21 13F Pinnacle Associates Ltd 8 775 4,74 3 833 −6,24
2026-04-09 13F Mechanics Bank Trust Department 24 821 1,33 10 842 −9,28
2026-05-06 13F DecisionPoint Financial, LLC 79 46,30 35 30,77
2026-04-21 13F Welch Group, LLC 2 157 88,88 942 69,12
2026-04-27 13F Cumberland Advisors Inc 18 253 0,27 7 973 −10,23
2026-04-28 13F Journey Beyond Wealth, LLC 14 036 2,82 6 131 −7,94
2026-04-23 13F Prosperity Advisers, LLC 31 985 1,44 13 971 −9,18
2026-05-08 13F Firestone Capital Management 1 607 0,12 702 −10,47
2026-04-20 13F Global Financial Private Client, LLC 8 933 0,56 3 902 −9,97
2026-05-08 13F Smithfield Trust Co 7 425 0,36 3 0,00
2026-04-23 13F Fairman Group, LLC 618 20,00 270 7,57
2026-05-01 13F Citizens Financial Group Inc/ri 43 015 14,44 18 788 2,45
2026-05-22 13F WNY Asset Management, LLC 2 398 2,92 1 048 −6,27
2026-05-11 13F Partners in Financial Planning 136 346 1,74 59 554 −8,91
2026-05-11 13F Easterly Investment Partners Llc 17 298 376,14 1 259 −28,95
2026-04-16 13F XML Financial, LLC 1 000 2,46 437 −8,40
2026-04-23 13F Chicago Capital, LLC 6 933 0,23 3 028 −10,25
2026-05-11 13F Becker Capital Management Inc 267 987 4,18 117 054 −6,72
2026-05-15 13F Wealth Architects, LLC 2 393 4,04 1 045 −6,86
2026-05-05 13F Rollins Financial Advisors, LLC 4 526 3,05 1 977 −7,75
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 48 411 0,11 21 146 −10,38
2026-04-24 13F KPP Advisory Services LLC 5 013 2,73 2 190 −8,03
2026-05-13 13F Argent Trust Co 10 548 37,08 4 607 22,72
2026-04-29 13F Sunrise Financial Services, LLC 251 110
2026-05-07 13F Francis Financial, Inc. 60 967 3,89 26 630 −6,98
2026-03-09 13F Lifetime Wealth Management P.C. 91 2 591
2026-05-01 13F Hantz Financial Services, Inc. 1 443 56,85 1
2026-04-10 13F Oak Root LLC 50 403 8,46 22 016 −2,89
2026-05-15 13F XTX Topco Ltd 9 872 4 312
2026-05-07 13F Jefferson Bridge Capital, LLC 12 446 2,05 5 436 −8,64
2026-05-07 13F Magnolia Wealth Management, LLC 111 48
2026-05-12 13F Atlantic Union Bankshares Corp 49 056 4,08 21 427 −6,81
2026-05-11 13F OpenArc Corporate Advisory, LLC 224 007 144,86 97 844 119,23
2026-05-12 13F TIAA Wealth Investment Management LLC 18 030 7 647
2026-05-07 13F Next Capital Management LLC 5 067 2,53 2 213 −8,21
2026-05-06 13F SK Wealth Management, LLC 3 649 1,84 1 620 −6,79
2026-05-11 13F Wealth Management Strategies, Inc. 91 809 4,97 40 101 −6,02
2026-04-13 13F Affinity Capital Advisors, LLC 136 910 1,28 59 801 −9,32
2026-05-06 13F Sterling Financial Planning, Inc. 1 777 2,24 776 −8,49
2026-05-06 13F Pekin Hardy Strauss, Inc. 3 433 3,16 1 500 −7,64
2026-05-08 13F STAR Financial Bank 26 938 223,42 11 766 189,59
2026-04-27 13F BIP Wealth, LLC 46 349 4,71 20 245 −6,25
2026-05-12 13F Benjamin Edwards Inc 20 129 21,34 8 796 8,63
2026-05-07 13F Hanover Advisors Inc 7 619 0,93 3 328 −9,64
2026-05-08 13F Strategic Financial Services, Inc, 2 943 17,16 1 285 9,18
2026-05-11 13F Wells Fargo & Company/mn 4 427 080 2,40 1 933 704 −8,32
2026-04-09 13F Brown Wealth Management, Llc 42 871 7,93 18 726 −3,37
2026-05-07 13F Dravo Bay Llc 20 649 3,35 9 019 −7,47
2026-05-01 13F Richardson Financial Services Inc. 13 893 0,30 6 068 12,37
2026-04-23 13F Summit Wealth Group Llc / Co 26 523 27,64 11 659 15,01
2026-05-13 13F May Barnhard Investments LLC 13 136 19,43 5 738 6,93
2026-05-04 13F Wsfs Capital Management, Llc 11 418 1,12 4 987 −9,46
2026-04-15 13F PW Nova Financial Services LLC 5 986 1,77 2 615 −8,60
2026-04-14 13F GoalFusion Wealth Management, LLC 20 329 12,43 8 880 0,66
2026-04-28 13F GM Advisory Group, Inc. 4 518 0,18 1 973 −10,32
2026-04-17 13F Watershed Private Wealth Llc 32 705 4,26 14 285 −6,65
2026-05-15 13F/A Arrowroot Family Office, LLC 1 549 2,92 677 −7,90
2026-04-28 13F Umpqua Bank 745 17,32 325 5,18
2026-04-22 13F Capital Management Associates, Inc 16 460 5,33 7 190 −5,69
2026-04-29 13F CVA Family Office, LLC 5 065 68,89 2 212 51,20
2026-05-13 13F NFP Retirement, Inc. 20 106 0,63 8 782 −9,90
2026-05-14 13F Integrity Financial Corp /WA 1 424 4,32 622 −6,62
2026-05-12 13F Bank of Jackson Hole Trust 1 661 2,47 726 −8,23
2026-05-08 13F Glenview Trust Co 4 428 6,78 1 934 −4,40
2026-04-30 13F Ibex Wealth Advisors 2 968 1 296
2026-04-28 13F BLB&B Advisors, LLC 34 118 17,98 14 903 5,63
2026-05-11 13F L & S Advisors Inc 662 1,85 289 −9,15
2026-04-28 13F Oxler Private Wealth LLC 579 0,17 253 −10,64
2026-04-01 13F Helen Stephens Group, LLC 19 064 12,54 8 327 0,75
2026-04-24 13F Private Advisor Group, LLC 471 472 1,53 205 934 −9,10
2026-04-27 13F Kelman-Lazarov, Inc. 16 959 5,70 7 407 −5,37
2026-04-24 13F Root Financial Partners, LLC 122 023 23,83 53 298 10,87
2026-05-14 13F Aspen Grove Capital, LLC 7 664 0,09 3 350 −10,38
2026-05-15 13F Cresset Asset Management, LLC 197 755 4,68 86 377 −6,28
2026-04-20 13F Hoge Financial Services, Llc 7 006 0,97 3 060 −9,60
2026-04-15 13F Hengehold Capital Management Llc 13 061 1,95 5 705 −8,72
2026-05-07 13F One Charles Private Wealth Services, LLC 35 354 4,93 15 442 −6,06
2026-04-22 13F Krm Wealth Management L.l.c. 966 57,07 422 41,14
2026-05-18 13F Centaurus Financial, Inc. 18 002 3,94 8 −12,50
2026-05-01 13F Wingate Wealth Advisors, Inc. 5 722 10,06 2 499 −1,46
2026-05-07 13F MA Private Wealth 15 612 0,06 6 819 −10,41
2026-05-06 13F Hurley Capital, LLC 2 905 0,07 1 269 −10,45
2026-05-15 13F Susquehanna International Group, Llp Put 141 100 232,00 61 631 197,25
2026-05-13 13F Balanced Rock Investment Advisor 1 178 0,51 515 −9,98
2026-05-08 13F Compass Capital Corp /ma/ /adv 29 026 884,60 2 501 79,60
2026-04-30 13F SkyOak Wealth, LLC 4 098 8,56 1 790 −2,82
2026-05-08 13F Glassy Mountain Advisors, Inc. 35 15
2026-05-07 13F New Insight Wealth Advisors 641 3,55 280 −7,31
2026-05-15 13F Royal Bank Of Canada 2 249 069 2,81 982 372 −7,95
2026-04-29 13F Formulate Financial Llc 2 629 27,07 1 148 13,78
2026-04-29 13F Ascent Advisors, LLC 1 172 512
2026-04-27 13F Latitude Advisors, LLC 2 867 15,09 1 252 3,05
2026-05-11 13F Fairscale Capital, LLC 1 490 13,91 651 1,88
2026-05-15 13F Osterweis Capital Management Inc 63 −10,14
2026-04-17 13F Burns J W & Co Inc/ny 757 0,13 331 −10,33
2026-04-15 13F Rs Crum Inc. 5 860 0,34 2 560 −10,18
2026-05-05 13F Haven Private, LLC 999 436
2026-05-15 13F Armis Advisers, LLC 57 339 481,06 5 018 15,49
2026-04-17 13F Willner & Heller, Llc 2 002 0,10 874 −10,36
2026-05-06 13F Eaton-Cambridge Inc. 529 19,68 231 7,44
2026-05-06 13F VSM Wealth Advisory, LLC 25 181 11,73 10 999 0,03
2026-04-27 13F FF Advisors,LLC 75 306 579,35 6 178 14,26
2026-05-08 13F Curtis Advisory Group, LLC 3 212 0,22 1 403 −10,30
2026-05-13 13F Ubs Asset Management Americas Inc 57 119 459,33 24 949 400,78
2026-04-15 13F Retirement Investment Advisors, Inc. 526 893 0,01 257 048 0,01
2026-04-20 13F Godsey & Gibb Associates 458 3,62 200 −6,98
2026-04-21 13F Mayfair Advisory Group, LLC 40 209 21,00 17 563 8,70
2026-05-15 13F Advisor Group Holdings, Inc. 1 226 004 19,20 535 801 6,70
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 1 046 457
2026-04-14 13F Approach Retirement Advisors, LLC 1 332 8,03 582 −3,33
2026-05-01 13F Fifth Third Bancorp 309 709 68,31 135 278 50,69
2026-05-06 13F LPL Financial LLC Put 1 400 612
2026-04-17 13F RFG Advisory, LLC 49 528 6,07 21 633 −5,03
2026-05-08 13F Opus Financial Solutions LLC 8 612 0,48 3 761 −10,05
2026-04-29 13F Tilson Financial Group, Inc. 72 409 4,00 31 628 −6,89
2026-04-20 13F Peirce Capital Management, LLC 476 208
2026-04-09 13F Wedmont Private Capital 14 700 14,25 6 717 6,22
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 5 702 2 491
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