VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF - Institutionellt ägande - Köpare

Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
US ˙ ARCA ˙ US9220428588

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF inkluderar Vanguard Global Advisers, LLC, Vanguard Investments Australia, Ltd., Vanguard Capital Management Llc, Tiaa-cref Individual & Institutional Services, Llc, Vanguard Advisers Inc, TSG Advice Partners, LLC, Vanguard National Trust Co, Cerity Partners Retirement Plan Advisors LLC, Verus Advisory, Inc., Krane Financial Solutions LLC, Henson-Edgewater Management, LLC, Arch Global Advisors, LLC, Sanchez Levi Garrett, Advisors Management Group Inc /adv, Emerald Investment Advisers, LLC, GK Wealth Management LLC, Canandaigua National Corp, 6th Street Advisors, LLC, Brucke Financial, Inc., och Ascent Advisors, 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
(%)
2026-04-28 13F Stratos Wealth Partners, LTD. 260 037 1,65 14 055 2,20
2026-05-08 13F Blair William & Co/il 842 185 33,82 45 520 34,54
2026-04-21 13F Grey Fox Wealth Advisors, LLC 73 522 13,93 3 974 14,53
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 298 2,76 16 6,67
2026-05-13 13F Galilei Investment Office LLP 11 825 73,26 639 74,59
2026-05-15 13F PACK Private Wealth, LLC 506 746 0,20 27 390 0,74
2026-05-15 13F Fiduciary Trust Co 370 557 3,51 20 029 4,07
2026-04-08 13F Miracle Mile Advisors, LLC 1 369 577 39,34 74 026 40,09
2026-05-09 13F MSH Capital Advisors LLC 17 932 61,04 969 62,04
2026-04-24 13F NavPoint Financial, Inc. 60 251 5,50 3 257 6,06
2026-05-11 13F Rock Creek Group, LP 149 404 311,11 9 209 371,53
2026-05-15 13F Cardiff Park Advisors, Llc 203 967 24,16 11 024 24,83
2026-04-13 13F Sarasin & Partners LLP 254 012 10,57 13 729 11,17
2026-04-28 13F Fortitude Advisory Group L.L.C. 5 611 12,54 303 13,06
2026-05-13 13F Elm Partners Management LLC 4 632 193 0,14 242 820 −2,36
2026-06-03 13F Stillwater Private Wealth, LLC 7 140 0
2026-05-15 13F Wellspring Financial Advisors, LLC 19 361 1 046
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 14 519 0,69 785 1,16
2026-05-11 13F RiverFront Investment Group, LLC 9 772 33,92 528 34,69
2026-03-02 13F Reflection Asset Management 78 4
2026-02-11 13F MidWestOne Financial Group, Inc. 10 468 8,00 563 7,05
2026-04-21 13F Tenon Financial LLC 11 171 2,92 604 3,43
2026-05-12 13F Cloud Capital Management, LLC 16 906 22,65 1
2026-04-27 13F Canal Capital Management, LLC 6 084 329
2026-05-15 13F Change Path, LLC 561 579 0,32 30 353 0,86
2026-05-14 13F Captrust Financial Advisors 1 304 499 2,02 70 507 2,57
2026-01-28 13F Edge Financial Advisors LLC 5 842 4,77 314 3,97
2026-04-14 13F Heirloom Wealth Management 11 680 631
2026-05-13 13F Heritage Trust Co 136 920 5,40 7 401 5,97
2026-04-20 13F Davidson Trust Co 37 582 4,36 2 031 4,91
2026-04-14 13F Global Trust Wealth Management LLC 38 604 10,40 2 087 11,02
2026-04-27 13F Certior Financial Group, Llc 43 026 11,62 2 326 12,21
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 7 780 454 420 534
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 16 560 5,13 895 5,79
2026-05-07 13F Rothschild Investment Llc 3 096 0,16 167 0,60
2026-04-08 13F Cadent Capital Advisors, LLC 20 547 53,02 1 111 53,95
2026-05-13 13F BCJ Capital Management, LLC 17 741 20,18 959 20,81
2026-04-21 13F Dougherty Wealth Advisers LLC 172 957 40,98 9 348 41,74
2026-05-12 13F Asset One Wealth Management LLC 11 763 102,11 685 107,27
2026-05-08 13F Retirement Planning Co of New England, Inc. 5 065 4,11 274 4,60
2026-05-15 13F Windsor Advisory Group, LLC 40 583 2 194
2026-05-05 13F Meridian Management Co 300 654 8,42 16 250 9,00
2026-05-14 13F Fca Corp /tx 30 708 1,22 1 660 1,72
2026-05-11 13F 1015 Capital Partners, LLC 15 391 34,52 832 35,12
2026-05-15 13F Mcdonald Partners Llc 21 834 151,80 1 180 153,22
2026-05-06 13F Proffitt & Goodson Inc 554 763 0,51 29 985 1,05
2026-05-01 13F Reuter James Wealth Management, Llc 81 472 0,71 4 404 1,26
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 13 357 28,48 722 29,21
2026-04-21 13F Hippocratic Financial Advisors, LLC 6 217 63,69 336 64,71
2026-05-12 13F Daybright Advisory Services, Inc. 9 898 50,22 535 50,85
2026-04-17 13F Monticello Wealth Management, Llc 117 384 6,88 6 345 7,45
2026-05-07 13F Greykasell Wealth Strategies, Inc. 48 767 1,12 2 636 1,66
2026-04-22 13F Carroll Advisory Group, LLC 40 758 44,23 2 203 44,96
2026-04-02 13F Lvm Capital Management Ltd/mi 19 125 43,74 1
2026-04-15 13F DAVENPORT & Co LLC 765 278 14,41 41 363 15,02
2026-04-24 13F Fulton Bank, N.a. 14 852 3,26 803 3,75
2026-04-30 13F Beirne Wealth Consulting Services, LLC 150 538 4,01 8 137 4,58
2026-04-10 13F Perigon Wealth Management, LLC 140 875 4,72 7 614 5,28
2026-04-27 13F Pachira Investments Inc. 132 127 20,74 7 141 21,38
2026-04-16 13F Montecito Bank & Trust 17 349 15,82 938 16,40
2026-04-22 13F McLean Asset Management Corp 15 449 0,12 835 −3,47
2026-04-30 13F Carmel Capital Partners, LLC 10 374 36,16 561 36,92
2026-05-14 13F TRB Wealth Management, LLC 11 871 642
2026-05-13 13F Invictus Private Wealth, Llc 1 152 899 5,26 62 314 5,83
2026-05-12 13F Clark Wealth Partners 858 5,15 46 6,98
2026-04-21 13F Compass Advisory Group LLC 35 652 5,12 1 927 5,65
2026-04-22 13F Wernau Asset Management Inc. 17 782 0,40 961 0,95
2026-05-14 13F Ariel Investments, Llc 20 245 1 094
2026-04-09 13F Acropolis Investment Management, LLC 1 019 138 0,37 55 084 0,91
2026-05-15 13F MAI Capital Management 3 781 532 5,70 204 392 6,27
2026-04-14 13F Drive Wealth Management, Llc 252 431 1,88 13 644 2,42
2026-04-21 13F Navigation Wealth Management, Inc. 4 869 15,24 263 15,86
2026-05-15 13F IHT Wealth Management, LLC 29 514 12,18 1 595 12,48
2026-04-08 13F NorthCrest Asset Manangement, LLC 82 638 0,30 4 448 −2,37
2026-05-06 13F Ceera Investments, Llc 9 825 5,87 531 6,63
2026-04-09 13F Pacifica Partners Inc. 1 991 5,51 108 3,88
2026-05-12 13F WESCAP Management Group, Inc. 42 644 2,07 2 305 2,58
2026-05-04 13F Bleakley Financial Group, LLC 227 929 272,71 12 320 274,78
2026-04-21 13F Maseco Llp 41 090 2,73 2 221 3,26
2026-04-17 13F Riverbridge Partners Llc 25 027 0,48 1 353 0,97
2026-04-21 13F Old Second National Bank Of Aurora 4 299 2,65 232 3,11
2026-04-20 13F WealthSpring Partners, LLC 70 334 0,03 3 802 0,58
2026-04-14 13F Amicus Financial Advisors, LLC 47 723 0,40 2 579 0,90
2026-05-12 13F BOK Financial Private Wealth, Inc. 108 773 10,52 5 879 11,13
2026-05-15 13F Harbour Investments, Inc. 342 692 12,74 18 518 13,32
2026-04-15 13F Register Financial Advisors LLC 1 493 2,75 81 2,56
2026-04-28 13F Fortis Capital Advisors, LLC 18 909 19,93 1 022 20,66
2026-05-06 13F Windward Private Wealth Management Inc. 249 993 0,86 13 512 1,40
2026-05-07 13F Oak Barrel Wealth Advisory LLC 4 627 249
2026-04-23 13F Simmons Bank 226 910 2,22 12 265 2,77
2026-05-13 13F AE Wealth Management LLC 100 682 6,98 5 442 7,55
2026-05-14 13F Jacobs Equity LLC 35 650 35,25 1 927 35,92
2026-05-01 13F Advisors Capital Management, LLC 7 361 12,45 398 13,11
2026-05-07 13F Agf Management Ltd 326 419 23,95 17 643 24,62
2026-05-11 13F Hamrick Investment Counsel, llc 143 653 2,62 7 764 3,18
2026-02-10 13F Nelson Capital Management, LLC 157 399 0,66 8 462 −0,13
2026-04-20 13F Ritholtz Wealth Management 148 285 33,21 8 015 33,92
2026-04-08 13F Grove Bank & Trust 193 659 4,32 10 467 4,88
2026-05-06 13F Assetmark, Inc 1 085 404 3,87 58 666 4,43
2026-05-12 13F BlackDiamond Wealth Management Inc. 68 155 1,36 3 684 −5,13
2026-05-19 13F Western Wealth Management, LLC 21 249 64,63 1 148 65,66
2026-05-11 13F Kestra Investment Management, LLC 1 668 727 24 411,27 90 197 24 611,23
2026-05-12 13F Ally Invest Advisors Inc. 1 417 537 1,52 76 618 2,07
2026-04-15 13F LongView Wealth Management 22 817 3,14 1 323 6,18
2026-04-20 13F Tanager Wealth Management LLP 538 845 4,56 29 125 5,12
2026-05-12 13F Summit Trail Advisors, Llc 1 873 246 20,30 101 249 20,95
2026-04-07 13F Legacy Private Trust Co. 459 611 3,11 24 842 3,67
2026-04-21 13F Trevian Wealth Management LLC 107 741 1,31 5 823 1,87
2026-05-14 13F Delos Wealth Advisors, LLC 2 991 162
2026-04-21 13F VCI Wealth Management LLC 188 570 67,12 10 192 68,02
2026-05-14 13F Solstein Capital, LLC 14 27,27 1
2026-04-24 13F TSG Advice Partners, LLC 562 182 30 386
2026-05-14 13F BTG Pactual Asset Management US LLC 199 778 11,76 10 798 22,15
2026-04-08 13F Exchange Bank 24 177 167,06 1 307 168,72
2026-05-18 13F Hamilton Wealth, LLC 21 882 200,00 1 183 201,53
2026-05-05 13F Delta Financial Advisors Llc 46 872 0,11 2 533 0,64
2026-05-11 13F Haverford Trust Co 109 012 4,36 5 892 4,93
2026-05-01 13F Hills Bank & Trust Co 1 124 915 3,81 60 802 4,37
2026-05-13 13F Heritage Wealth Advisors 1 787 13,97 97 14,29
2026-05-05 13F Opinicus Capital, Inc. 14 103 2,93 762 3,53
2026-04-20 13F Fonville Wealth Management LLC 3 785 205
2026-04-22 13F DORVAL Corp 349 146 25,99 18 871 26,67
2026-04-22 13F Cornerstone Wealth Group, LLC 3 463 202
2026-05-12 13F Werba Rubin Papier Wealth Management 74 753 3,17 4 040 3,72
2026-05-15 13F Quantinno Capital Management LP 347 416 25,97 18 778 26,65
2026-05-15 13F Ballast, Inc. 44 842 1,42 2 424 1,98
2026-04-14 13F Focus Financial Network, Inc. 323 729 1,63 17 498 2,18
2026-04-09 13F Tompkins Financial Corp 3 733 162,15 202 164,47
2026-05-14 13F Stonebridge Capital Advisors LLC 39 297 2 124
2026-04-16 13F Johnson Bixby & Associates, LLC 62 640 3,56 3 386 4,12
2026-05-01 13F Coordinated Financial Services, Inc. 9 782 4,72 529 5,18
2026-04-21 13F/A Madrid Wealth Management, LLC 31 756 0,92 1 716 1,48
2026-04-30 13F Manning & Napier Advisors Llc 504 599 9,98 27 274 10,48
2026-04-09 13F Rockingstone Advisors LLC 33 900 25,67 1 832 26,34
2026-05-04 13F Calamos Advisors LLC 5 574 301
2026-04-22 13F Coston, McIsaac & Partners 2 448 0,12 0
2026-05-07 13F Summit Global Investments 180 778 2 126,60 10
2026-04-20 13F Minichmacgregor Wealth Management, Llc 380 507 6,89 20 566 7,47
2026-04-09 13F Clarity Capital Advisors, LLC 45 935 35,57 2 483 36,30
2026-04-14 13F Tradewinds Capital Management, LLC 845 220,08 46 221,43
2026-04-21 13F Wedbush Securities Inc 139 950 5,15 8 0,00
2026-05-11 13F First National Bank Of Omaha 66 123 1,17 3 554 1,14
2026-04-28 13F Kathmere Capital Management, LLC 544 211 3,15 29 415 3,71
2026-05-04 13F Hexagon Capital Partners LLC 69 594 5,39 3 762 5,94
2026-02-13 13F Barclays Plc 28 512 409,05 1 533 405,61
2026-04-15 13F Planning Directions Inc 7 115 40,00 385 40,66
2026-02-13 13F Barclays Plc Put 435 200 56,66 23 396 55,44
2026-02-13 13F Barclays Plc Call 210 700 37,26 11 327 36,21
2026-05-01 13F Luminvest Wealth Management LLC 9 937 0,01 537 0,56
2026-05-14 13F Tempo Wealth, LLC 31 857 83,43 1 722 84,46
2026-05-14 13F Campion Asset Management LLC 79 259 3,72 4 284 4,26
2026-04-17 13F Brave Asset Management Inc 4 709 255
2026-05-11 13F Integrity Advisory Solutions, LLC 6 309 30,89 341 31,66
2026-04-13 13F Fiduciary Financial Group, Llc 30 809 1,97 1 665 2,52
2026-05-14 13F Endeavor Private Wealth, Inc. 30 623 49,45 1 655 50,32
2026-04-23 13F St. Clair Advisors, LLC 8 442 9,28 456 9,88
2026-05-11 13F Atlas Legacy Advisors, LLC 47 916 2,23 2 590 2,78
2026-05-14 13F Spectrum Strategic Capital Management, LLC 10 796 3,77 584 4,29
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 27 034 0,51 1 461 1,11
2026-05-13 13F Bank Of Montreal /can/ 3 439 154 3,69 185 886 4,25
2026-05-13 13F Triumph Capital Management 2 640 14,04 143 14,52
2026-04-16 13F Westmount Partners, LLC 13 160 0,98 711 1,57
2026-05-07 13F Scarborough Advisors, LLC 486 26
2026-04-23 13F Ironwood Wealth Management, LLC. 7 140 0,39 386 0,79
2026-05-14 13F Hazlett, Burt & Watson, Inc. 13 166 61,98 1
2026-05-06 13F Centennial Bank/AR/ 81 619 34,26 4 412 34,98
2026-04-22 13F Riverbend Wealth Management, LLC 4 824 2,62 261 3,17
2026-05-08 13F Banco Santander, S.A. 847 798 14,69 45 823 15,31
2026-05-15 13F Empowered Funds, LLC 1 324 650 12,11 71 597 12,72
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 205 11
2026-05-12 13F Independent Advisor Alliance 241 259 593,97 13 040 598,07
2026-04-16 13F Forbes J M & Co Llp 5 274 285
2026-04-23 13F Comprehensive Money Management Services LLC 34 040 5,18 1 840 5,75
2026-05-14 13F E&R Wealth Management, LLC 62 029 3,02 3 353 3,58
2026-05-14 13F Gladstone Institutional Advisory LLC 69 123 197,64 3 736 199,36
2026-05-06 13F Frontier Asset Management, LLC 250 935 6,96 13 563 7,54
2026-05-12 13F Leavell Investment Management, Inc. 264 378 7,39 14 290 7,97
2026-04-30 13F Mosaic Family Wealth Partners, Llc 200 729 10 849
2026-04-17 13F Krilogy Financial LLC 49 988 9,67 2 910 12,14
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 47 166 2 549
2026-05-14 13F Providence Capital Advisors, LLC 1 688 1 840,23 91 2 175,00
2026-05-01 13F Wealthspire Advisors, LLC 4 897 422 3,96 264 706 4,52
2026-04-09 13F Wincap Financial Llc 3 706 200
2026-05-01 13F 180 Wealth Advisors, Llc 216 027 6,02 11 676 6,59
2026-05-13 13F Allie Family Office LLC 56 396 73,42 3 053 74,20
2026-05-13 13F Anson Capital, Inc. 4 522 0,11 244 0,83
2026-05-13 13F Visionary Wealth Advisors 15 067 14,16 814 14,81
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 8 724 2,50 472 3,06
2026-05-11 13F Aprio Wealth Management, LLC 8 738 78,58 472 79,47
2026-05-14 13F Trustmark National Bank Trust Department 672 138 21,70 36 329 22,35
2026-04-17 13F Hanson & Doremus Investment Management 498 618 3,84 27 4,00
2026-04-17 13F CENTRAL TRUST Co 231 861 37,21 12 532 37,96
2026-04-09 13F Victrix Investment Advisors 93 617 34,09 5 060 34,80
2026-04-16 13F First Merchants Corp 4 362 5,24 236 5,86
2026-05-01 13F Valmark Advisers, Inc. 4 599 777 2,33 248 618 2,88
2026-05-11 13F Td Asset Management Inc 923 751 40,89 49 929 41,66
2026-05-14 13F Pinnacle Financial Partners, Inc. 533 020 5,61 28 811 6,18
2026-05-14 13F Chandler Asset Management, Inc. 928 122 118,29 50 165 119,47
2026-04-22 13F Arcataur Capital Management LLC 258 183 4,12 13 955 4,67
2026-05-13 13F Avestar Capital, LLC 55 825 5,03 3 017 5,60
2026-05-13 13F First Trust Advisors Lp 40 903 1,89 2 211 2,41
2026-04-02 13F Stash Investments, LLC 310 428 2,37 16 779 2,92
2026-05-14 13F Neuberger Berman Group LLC 22 485 11,02 1 215 11,67
2026-01-29 13F Concurrent Investment Advisors, LLC 887 924 84,34 47 735 82,92
2026-05-15 13F Waterford Advisors, LLC 206 964 1,88 10 849 −0,65
2026-04-10 13F Cassilly Financial Group LLC 59 539 1,50 3 218 2,06
2026-04-13 13F Cogent Private Wealth, Inc. 6 238 47,12 337 48,46
2026-04-15 13F Define Financial, Llc 208 901 2,27 11 291 2,82
2026-04-09 13F Moody National Bank Trust Division 557 875 31,56 30 153 32,27
2026-04-29 13F SilverOak Wealth Management LLC 360 108 4,04 19 464 4,60
2026-05-08 13F SHP Wealth Management 3 285 185,16 178 190,16
2026-05-15 13F Pitti Group Wealth Management, LLC 7 500 6,41 405 7,14
2026-05-11 13F Pathstone Holdings, LLC 1 973 093 2,89 106 646 3,45
2026-05-08 13F Darden Wealth Group Inc 16 884 106,30 913 107,74
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 20 468 7,62 1 106 8,22
2026-05-06 13F Main Street Group, LTD 1 927 104
2026-04-24 13F Axis Wealth Partners, LLC 12 004 3,55 649 4,01
2026-05-02 13F Burton Enright Welch 9 660 0,21 522 0,77
2026-05-07 13F MONECO Advisors, LLC 13 009 16,06 703 16,78
2026-04-07 13F Myecfo, Llc 167 815 13,04 9 070 13,57
2026-04-08 13F WealthBridge Investment Counsel Inc. 351 070 1,38 19 0,00
2026-04-30 13F Costello Asset Management, INC 815 19,85 44 22,22
2026-05-01 13F Capital Squared Financial LLC 7 682 415
2026-05-15 13F Strive Financial Group ,LLC 1 650 4,76 89 5,95
2026-04-10 13F Impact Capital Partners LLC 11 502 22,86 622 23,46
2026-05-04 13F Chicago Partners Investment Group LLC 40 337 5,65 2 370 9,37
2026-05-13 13F Synergy Financial Management, LLC 18 641 31,71 1 008 32,50
2026-05-15 13F JMN Financial LLC 13 969 1,05 755 1,62
2026-04-01 13F Bangor Savings Bank 394 721 19,83 21 335 20,47
2026-01-06 13F Ransom Advisory, Ltd 810 44
2026-05-15 13F/A Vanguard Capital Management Llc 12 737 296 688 451
2026-04-09 13F PFS Partners, LLC 126 34,04 7 20,00
2026-05-14 13F JustInvest LLC 135 626 1,80 7 331 2,35
2026-04-29 13F American Capital Advisory, LLC 8 658 20,47 468 20,98
2026-05-01 13F Evolution Advisers, Inc. 266 969 1,14 14 0,00
2026-05-05 13F West Michigan Advisors, Llc 13 000 243
2026-05-12 13F Cascade Financial Partners, LLC 44 464 19,60 2 403 20,27
2026-04-15 13F Occidental Asset Management, LLC 29 276 65,13 1 582 66,00
2026-04-22 13F Bravera Wealth 41 090 11,22 2 221 11,78
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 13 200 19,53 713 20,24
2026-05-06 13F Hartland & Co., LLC 189 226 85,39 10 228 86,39
2026-05-12 13F Vickerman Investment Advisors, Inc. 4 701 3,77 254 4,53
2026-04-17 13F Forefront Wealth Partners, LLC 7 506 10,14 406 10,66
2026-05-04 13F Gleason Group, Inc. 288 377 6,28 15 587 6,86
2026-04-22 13F Monument Group Wealth Advisors, LLC 41 210 0,70 2 227 1,23
2026-04-14 13F XY Planning Network, Inc. 166 254 8,84 9 013 9,76
2026-04-20 13F Inscription Capital, LLC 26 497 49,64 1 432 50,58
2026-04-29 13F/A Salem Investment Counselors Inc 2 706 146
2026-05-04 13F Mosaic Advisors LLC 5 551 328
2026-04-20 13F CWA Asset Management Group, LLC 71 459 0,59 3 862 1,13
2026-04-30 13F Accredited Investors Inc. 6 290 16,16 340 16,49
2026-05-08 13F Marble Harbor Investment Counsel, LLC 388 511 0,19 20 999 0,73
2026-04-27 13F Smith & Howard Wealth Management, LLC 180 241 2,89 9 733 3,35
2026-05-14 13F Synergy Investment Management, LLC 1 153 62
2026-04-22 13F Evensky & Katz LLC 3 587 53,88 0
2026-05-15 13F Colter Lewis Investment Partners LLC 22 660 189,10 1 225 190,74
2026-05-08 13F EagleClaw Capital Managment, LLC 5 084 13,38 275 13,69
2026-04-30 13F Acorn Wealth Advisors, LLC 24 559 0,28 1 327 0,84
2026-05-14 13F Maxi Investments CY Ltd 36 755 2
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 58 886 8,24 3 183 8,82
2026-05-12 13F Bear Mountain Capital, Inc. 326 655 3,28 19 243 8,00
2026-05-06 13F Atlas Wealth LLC 5 419 220
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 355 213 5,65 19 199 6,15
2026-05-12 13F Tufton Capital Management 23 088 11,76 1 0,00
2026-05-18 13F Genesis Financial Group, LLC 127 665 9,19 6 900 9,79
2026-05-11 13F Camden Capital, LLC 149 308 248,83 8 070 250,72
2026-04-22 13F Red Door Wealth Management, LLC 24 536 0,34 1 326 0,91
2026-05-11 13F Meridian Wealth Advisors, LLC 5 641 305
2026-04-27 13F Mosley Wealth Management 4 806 0,02 260 −1,52
2026-05-12 13F Index Fund Advisors, Inc. 5 866 3,77 317 4,62
2026-05-13 13F Boston Family Office Llc 14 376 39,02 1
2026-04-08 13F Wealth Science Advisors LLC 3 046 164
2026-04-06 13F Hiley Hunt Wealth Management 148 765 1,62 8 041 2,16
2026-04-07 13F Pathway Financial Advisors LLC 45 109 31,66 2 428 27,47
2026-05-14 13F Evergreen Capital Management Llc 36 312 22,27 1 963 22,93
2026-04-27 13F Proathlete Wealth Management Llc 164 521 1,84 8 903 2,24
2026-05-13 13F Truvestments Capital Llc 7 0
2026-05-07 13F Facet Wealth, Inc. 3 735 371 3,78 201 897 −3,05
2026-02-12 13F FineMark National Bank & Trust 16 458 5,00 885 4,12
2026-04-13 13F 5T Wealth, LLC 9 957 0,57 538 1,13
2026-04-23 13F Emerald Advisors, LLC 12 481 1,94 675 2,43
2026-04-29 13F Saxon Interests, Inc. 26 505 1 433
2026-05-15 13F Security National Bank Of Sioux City Iowa /ia/ 6 451 19,29 349 20,00
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 35 516 62,74 156 37,17
2026-04-16 13F Asset Advisory Group, Inc. 6 822 26,87 369 27,34
2026-05-14 13F Apriem Advisors 637 358 73,26 34 449 74,20
2026-04-15 13F Founders Grove Wealth Partners, Llc 156 606 2,98 8 465 3,54
2026-05-14 13F Rockbridge Investment Management, LCC 129 319 0,86 6 990 1,39
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 15 267 821
2026-02-12 13F Planning Project LLC 814 44
2026-04-20 13F Peoples Financial Services Corp. 18 508 3,14 1 000 3,73
2026-05-15 13F Matrix Private Capital Group Llc 153 089 10,90 8 274 11,49
2026-04-21 13F Grimes & Company, Inc. 67 305 1,33 3 638 1,88
2026-04-27 13F Exencial Wealth Advisors, Llc 348 322 0,04 18 827 0,57
2026-04-15 13F Silverlake Wealth Management Llc 57 153 33,01 3 089 33,78
2026-05-12 13F Cadence Wealth Management LLC 66 422 4,31 3 590 4,88
2026-04-17 13F Blankinship & Foster, LLC 315 032 1,99 17 028 2,54
2026-04-08 13F Mma Asset Management Llc 8 771 14,41 474 15,05
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 304 088 3,11 16 436 3,66
2026-04-07 13F Heartwood Wealth Advisors LLC 89 678 3,95 4 847 4,51
2026-05-11 13F Wealth Dimensions Group, Ltd. 5 641 5,83 305 6,29
2026-05-06 13F Bartlett & Co. Wealth Management Llc 185 289 13,44 10 882 23,94
2026-04-22 13F Romano Brothers And Company 11 147 0,09 602 0,67
2026-04-30 13F Hassell Wealth Management, LLC 28 613 0,09 1 547 −3,37
2026-05-12 13F Tiff Advisory Services Inc 47 378 2 561
2026-04-17 13F Brown, Lisle/cummings, Inc. 173 9
2026-04-20 13F Triangle Securities Wealth Management 100 072 0,79 5 409 1,33
2026-04-22 13F TPG Advisors LLC 7 508 5,57 406 6,02
2026-04-17 13F Nautilus Advisors LLC 13 384 1,84 723 2,41
2026-05-08 13F Clarion Wealth Managment Partners, LLC 17 568 0,72 950 1,28
2026-04-21 13F Foster & Motley Inc 52 418 17,25 3 0,00
2026-04-17 13F LMG Wealth Partners, LLC 50 538 0,02 2 732 0,55
2026-05-12 13F Kovack Advisors, Inc. 32 160 18,37 1 742 19,25
2026-04-27 13F Vavra Capital Management, LLC 81 428 2,66 4 401 3,21
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 12 544 12,16 678 12,65
2026-04-15 13F Tribridge Partners Financial LLC 173 785 3,37 9 353 3,49
2026-05-13 13F Cpwa, Llc 3 662 221
2026-05-01 13F Connecticut Wealth Management, LLC 68 422 17,17 3 698 17,81
2026-04-28 13F Peak Financial Management, Inc. 18 154 0,12 981 0,72
2026-05-15 13F Morgan Stanley 54 017 258 0,19 2 919 633 0,73
2026-04-27 13F Navigate Wealth Management, LLC 4 235 247
2026-04-17 13F McHugh Group, LLC 23 269 52,89 1 258 53,67
2026-05-15 13F Ironwood Investment Management Llc 68 590 3,10 3 707 3,66
2026-05-01 13F Signature Resources Capital Management, LLC 1 613 1,38 87 2,35
2026-04-09 13F Avenue 1 Advisors, LLC 18 655 0,47 1 008 1,00
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 55 822 9,81 3 017 10,43
2026-05-14 13F Roof Eidam & Maycock/adv 23 714 3,39 1 282 3,89
2026-04-30 13F Cooksen Wealth, LLC 90 775 1,61 4 906 2,17
2026-05-07 13F Northwestern Mutual Wealth Management Co 80 160 119 2,47 4 332 654 3,03
2026-04-30 13F Private Trust Co Na 46 237 1,25 2 499 1,83
2026-04-13 13F Bank of New Hampshire 86 419 1,15 4 671 1,70
2026-05-06 13F Sun Group Wealth Partners 8 458 457
2026-05-29 13F Asset Dedication, LLC 52 366 8,72 2 830 9,31
2026-05-14 13F Diversified Enterprises, LLC 44 784 4,61 2 421 5,17
2026-04-22 13F Apollon Wealth Management, LLC 91 023 45,59 4 920 46,36
2026-04-22 13F BKM Wealth Management, LLC 88 311 1,05 4 773 1,60
2026-05-08 13F Quantify Chaos Advisors, Llc 8 133 16,24 440 16,76
2026-05-06 13F Oxford Financial Group Ltd 22 080 0,31 1 193 0,85
2026-04-28 13F Fundamentun, Llc 11 305 0,92 611 1,50
2026-04-20 13F MBM Wealth Consultants, LLC 180 10
2026-05-11 13F Berkshire Asset Management Llc/pa 95 194 10,92 5 145 11,53
2026-04-14 13F Jeppson Wealth Management, Llc 7 608 0,66 411 1,23
2026-05-16 13F Sunbelt Securities, Inc. 4 312 1,79 233 2,64
2026-04-07 13F Signaturefd, Llc 4 473 008 3,16 241 766 3,71
2026-05-15 13F Chai Trust Co Llc 126 430 267,71 6 834 269,75
2026-05-11 13F Peak Retirement Planning, Inc. 433 645 20,24 23 438 20,89
2026-04-24 13F Bishop & Co Investment Management, LLC 236 288 19,83 12 771 20,48
2026-02-10 13F Principia Wealth Advisory, LLC 110 838 15,48 5 959 14,58
2026-04-21 13F Falcon Wealth Planning 55 561 8,02 3 003 8,61
2026-05-11 13F RWM Asset Management, LLC 13 741 133,06 743 121,49
2026-04-17 13F Presilium Private Wealth, Llc 709 153 5,63 38 330 6,20
2026-05-01 13F Anchor Investment Management, LLC 6 125 2,25 331 2,80
2026-04-08 13F Gillespie Robinson & Grimm Inc 63 291 48,86 3 421 49,67
2026-05-12 13F Dearborn Partners Llc 13 531 50,16 731 51,03
2026-04-28 13F Evergreen Private Wealth LLC 5 828 0,66 315 1,29
2026-04-17 13F Total Clarity Wealth Management, Inc. 12 935 1,21 699 1,75
2026-05-07 13F Winthrop Partners - Wny, Llc 28 423 0,52 1 536 1,05
2026-04-13 13F Arwa Llc 30 960 52,91 1 747 60,57
2026-04-24 13F Goldstone Financial Group, LLC 21 442 1 159
2026-05-06 13F Brio Consultants, LLC 3 424 203
2026-05-05 13F One Day In July LLC 31 656 7,27 1 711 7,88
2026-04-16 13F VVR Holdings LLC 59 173 8,09 3 198 8,70
2026-05-14 13F David R. Rahn & Associates Inc. 4 587 1,80 248 2,07
2026-04-21 13F Lewis Asset Management, LLC 4 499 243
2026-05-01 13F HFM Investment Advisors, LLC 678 54,44 37 56,52
2026-05-11 13F Marin Bay Wealth Advisors, LLC 15 305 171
2026-04-09 13F IFG Advisors, LLC 227 449 2,11 12 294 2,66
2026-05-01 13F Diversify Wealth Management, Llc 701 330 64,16 40 733 70,38
2026-04-17 13F James J. Burns & Company, LLC 138 652 7,75 7 494 8,33
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 119 824 7,69 6 477 8,28
2026-05-13 13F Jaffetilchin Investment Partners, LLC 12 177 6,76 658 7,34
2026-04-06 13F Sincerus Advisory, LLC 4 760 4,00 257 4,47
2026-04-24 13F Courage Miller Partners, LLC 153 450 0,25 8 294 0,79
2026-05-11 13F Phoenix Holdings Ltd. 88 353 3,40 4 774 3,96
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 96 989 18,00 5 242 18,65
2026-04-22 13F Apollon Financial, LLC 7 415 19,87 401 20,48
2026-05-15 13F Wellington Management Group Llp 115 723 88,34 6 255 89,34
2026-04-21 13F Trust Co Of Virginia /va 7 727 42,30 418 43,30
2026-04-24 13F Peregrine Asset Advisers, Inc. 4 248 2,14 230 2,69
2026-05-12 13F Americana Partners, LLC 7 833 1,48 423 2,17
2026-05-08 13F Vanguard Investments Australia, Ltd. 22 308 552 1 205 777
2026-04-20 13F Bennett Associates Wealth Management 78 402 40,17 4 238 40,90
2026-05-14 13F Institute for Wealth Management, LLC. 67 708 12,50 3 660 13,11
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 197 005 10 348
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 4 985 5,28 269 5,91
2026-04-28 13F Golden State Wealth Management, LLC 13 534 0,68 732 1,25
2026-05-01 13F Midwest Trust Co 371 857 5,42 20 099 5,99
2026-02-05 13F Tucker Asset Management Llc 1 387 75
2026-05-14 13F LifePlan Investment Advisors, Inc. 55 171 5,79 2 982 6,39
2026-04-29 13F Financial Life Advisors 223 411 9,25 12 075 9,83
2026-04-16 13F Lexington Hill Partners, LLC 37 785 38,66 2 042 39,48
2026-04-29 13F Index Technologies Group LLC 20 470 55,49 1 106 56,44
2026-05-15 13F Alliancebernstein L.p. 2 252 669 10,05 121 103 10,05
2026-05-04 13F Bridges Investment Management Inc 3 455 673 3,55 186 779 4,11
2026-05-12 13F Absolute Capital Management, LLC 37 113 8,74 2 006 9,32
2026-04-22 13F Applied Capital LLC 161 113 2,95 8 708 3,51
2026-05-14 13F Corient IA LLC 4 000 216
2026-04-16 13F Capital Advisors, Ltd. LLC 5 259 23,25 0
2026-05-11 13F Bailard, Inc. 315 006 3,69 17 026 4,26
2026-05-11 13F Ellevest, Inc. 357 688 0,65 19 333 1,19
2026-05-15 13F Destination Wealth Management 7 600 411
2026-05-14 13F Lbmc Investment Advisors, Llc 143 861 3,30 7 776 3,86
2026-04-28 13F Sage Rhino Capital Llc 185 696 5,40 10 037 5,97
2026-05-04 13F Procyon Private Wealth Partners, LLC 477 633 13,15 25 816 13,76
2026-05-04 13F AMG National Trust Bank 57 888 66,78 3 129 67,72
2026-05-01 13F Clientfirst Wealth Management, LLC 11 430 2,24 618 2,66
2026-05-07 13F Tidemark, LLC 1 239 61,75 67 60,98
2026-01-29 13F Vanguard Group Inc 81 373 362 5,61 4 374 632 4,79
2026-05-12 13F D.B. Root & Company, LLC 13 989 756
2026-05-08 13F Russell Investments Group, Ltd. 202 437 1,85 10 942 2,41
2026-05-14 13F Capital Analysts, Inc. 51 290 18,65 3 0,00
2026-05-08 13F McAdam, LLC 95 051 0,31 5 137 0,84
2026-05-13 13F Mairs & Power Inc 20 515 1 109
2026-05-05 13F Ethos Financial Group, LLC 133 541 10,73 7 218 11,32
2026-05-21 13F Essential Partners LLC 5 069 101,55 274 102,22
2026-05-06 13F TopTier Wealth Management, LLC 145 8
2026-05-14 13F Karpus Management, Inc. 1 321 574 2,12 71 431 2,67
2026-05-22 13F Wellington Grp LLC 2 238 986,41 121 990,91
2026-04-17 13F Western Pacific Wealth Management, LP 1 427 77
2026-05-05 13F Duncan Williams Asset Management, LLC 132 972 1,11 7 187 −3,11
2026-05-01 13F Keener Financial Planning LLC 258 279 7,29 14 8,33
2026-04-21 13F Wesbanco Bank Inc 240 365 21,88 12 992 22,55
2026-05-11 13F Daymark Wealth Partners, Llc 56 550 11,65 3 057 12,27
2026-04-13 13F Foster Group, Inc. 337 847 17,79 18 261 18,42
2026-04-23 13F Game Plan Financial Advisors, LLC 21 50,00 1
2026-04-27 13F Qrg Capital Management, Inc. 26 312 55,90 1 422 56,78
2026-05-12 13F Operose Advisors LLC 1 834 3,85 99 5,32
2026-05-08 13F New England Private Wealth Advisors LLC 64 599 5,39 3 492 5,95
2026-05-15 13F Equitable Holdings, Inc. 1 271 653 28,50 38 036 −28,51
2026-04-08 13F Hardin Capital Partners, LLC 52 195 4,77 2 821 5,34
2026-04-24 13F James Investment Research Inc 30 980 12,05 1 674 12,65
2026-05-11 13F Fountainhead AM, LLC 24 001 31,82 1 297 32,62
2026-02-17 13F Harvest Investment Advisors, LLC 100 042 1,44 5 378 10,27
2026-05-01 13F Financial Connections Group, Inc. 345 0
2026-04-20 13F Focused Wealth Management, Inc 573 138 2,37 30 978 2,92
2026-04-09 13F OFS Enterprise LLC 7 619 412
2026-05-15 13F/A EverSource Wealth Advisors, LLC 780 631 83,88 42 193 84,87
2026-05-04 13F Clear Investment Research, Llc 353 19
2026-05-07 13F Cutler Investment Counsel Llc 73 605 1,38 3 978 1,92
2026-04-20 13F Oak Family Advisors, Llc 48 832 630,25 2 639 635,10
2026-05-12 13F Aspiriant, Llc 150 691 7,53 8 145 8,11
2026-05-11 13F Jasper Ridge Partners, L.P. 5 692 120 0,24 307 667 0,78
2026-05-12 13F Baker Avenue Asset Management, LP 663 011 0,44 35 836 0,98
2026-05-07 13F Advisor OS, LLC 5 220 282
2026-05-15 13F Jones Financial Companies Lllp 4 846 903 16,60 257 810 15,35
2026-05-14 13F Pennington Partners & Co., Llc 22 836 62,48 1 234 63,44
2026-04-13 13F Clayton Financial Group LLC 634 4,79 34 6,25
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 158 000 5,48 8 540 6,05
2026-05-15 13F Kentucky Farm Bureau Mutual Insurance Co 0 0
2026-05-15 13F Vestmark Advisory Solutions, Inc. 320 697 4 524,33 17 334 4 559,41
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 35 304 150,63 1 908 152,05
2026-05-14 13F Jacobi Capital Management LLC 18 907 29,37 1 022 30,06
2026-04-28 13F SBI Securities Co., Ltd. 249 060 3,38 13 462 3,94
2026-04-08 13F First Heartland Consultants, Inc. 79 694 4,07 4 307 4,64
2026-05-14 13F Horizon Investments, LLC 388 21
2026-05-05 13F Black Diamond Financial, LLC 24 435 1,38 1 321 1,93
2026-05-11 13F Rossby Financial, LCC 14 366 169,89 779 172,03
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 3 223 125 5 092,47 69 −97,93
2026-04-08 13F West Financial Advisors, LLC 41 861 3,45 2 263 4,00
2026-05-15 13F Sonoma Private Wealth LLC 8 835 5,82 478 6,47
2026-04-23 13F Barry Investment Advisors, LLC 223 185 6,61 12 063 7,19
2026-05-05 13F Donalies Financial Planning, LLC 25 140 9,64 1 359 10,23
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 4 125 180 43,67 222 966 44,45
2026-04-09 13F Elmwood Wealth Management, Inc. 80 904 63,50 4 373 64,36
2026-04-24 13F Key FInancial Inc 13 432 6,81 726 7,25
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 71 110 2,33 3 843 2,89
2026-04-21 13F Fullerton Advisors, LLC 74 417 8,34 4 022 8,94
2026-02-09 13F/A Allium Financial Advisors, Llc 6 190 306
2026-04-10 13F Magnus Financial Group LLC 237 926 6,36 12 860 6,93
2026-05-13 13F Principal Securities, Inc. 256 189 3,20 13 847 3,75
2026-05-12 13F Advyzon Investment Management, LLC 26 718 52,04 1 444 52,97
2026-04-07 13F CoreCap Advisors, LLC 191 418 4,69 10 346 5,26
2026-05-12 13F TD Waterhouse Canada Inc. 2 127 370 120,31 115 028 121,62
2026-04-28 13F Walkner Condon Financial Advisors LLC 119 967 2,49 6 483 3,02
2026-04-27 13F Lodestar Private Asset Management Llc 284 973 16,94 15 403 17,57
2026-05-14 13F Lebenthal Global Advisors, LLC 25 966 1 403
2026-05-15 13F State Street Corp 6 295 2,04 340 2,72
2026-04-27 13F Greenleaf Trust 44 115 2,00 2 384 2,54
2026-04-30 13F Elevated Capital Advisors, LLC 71 728 2,49 3 877 3,03
2026-05-13 13F Syon Capital Llc 127 367 6,11 6 884 6,68
2026-05-01 13F Ferguson Wellman Capital Management, Inc 262 639 14 196
2026-04-28 13F Busey Wealth Management 25 082 7,56 1 356 8,14
2026-04-20 13F Arta Finance Wealth Management LLC 57 831 12,51 3 126 13,10
2026-04-29 13F Integrity Investment Advisors, LLC 16 320 9,86 882 10,53
2026-04-23 13F Willis Johnson & Associates, Inc. 1 832 154 2,33 99 028 2,88
2026-04-24 13F Essex LLC 17 777 0,71 961 1,27
2026-05-14 13F Tamar Securities, LLC 194 578 7,88 10 517 8,46
2026-04-29 13F Downshift Financial, LLC 18 528 40,03 1 076 45,21
2026-04-21 13F Trilogy Capital Inc. 21 844 16,99 1 181 17,65
2026-05-07 13F Capital Performance Advisors Llp 1 131 971 9,22 61 183 9,81
2026-05-05 13F D.a. Davidson & Co. 1 981 688 5,37 107 110 5,94
2026-05-07 13F Burk Holdings LLC 2 543 137
2026-05-14 13F Bridgewealth Advisory Group, LLC 78 377 13,35 4 236 13,96
2026-04-08 13F Dynamic Advisor Solutions LLC 253 539 3,81 13 704 4,36
2026-05-13 13F Mackenzie Financial Corp 362 157 8,35 19 575 9,04
2026-05-15 13F Ancora Advisors, LLC 176 352 3,22 9 532 3,78
2026-04-29 13F Renasant Bank 38 833 0,49 2 099 1,01
2026-05-15 13F Investment Counsel Co Of Nevada 1 435 78
2026-05-15 13F Briggs Wealth Management, Inc 7 827 423
2026-04-21 13F Maridea Wealth Management LLC 4 186 226
2026-05-05 13F Cullen/frost Bankers, Inc. 725 988 1,91 39 240 2,47
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 116 978 1,89 6 323 2,43
2026-05-12 13F Cooper/haims Advisors, Llc 8 620 0,83 466 1,31
2026-05-15 13F EFG International AG 43 2
2026-04-14 13F Family Wealth Partners, Llc 40 441 0,41 2 186 0,92
2026-05-12 13F CIBC Asset Management Inc 76 320 81,80 4 125 82,85
2026-04-14 13F Prospera Financial Services Inc 58 163 7,24 3 144 7,82
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 351 544 9,10 19 001 9,69
2026-04-21 13F Powers Advisory Group, LLC 4 106 222
2026-05-06 13F Catalyst Capital Advisors LLC 7 021 770 13,04 379 527 13,65
2026-05-04 13F HBW Advisory Services LLC 13 686 5,92 740 6,48
2026-04-29 13F Landmark Wealth Management, LLC 111 763 23,95 6 041 24,61
2026-05-08 13F Idaho Trust Bank 358 499 16,13 19 373 16,76
2026-05-01 13F American Trust 199 302 0,54 10 772 1,08
2026-04-22 13F JNBA Financial Advisors 303 865 0,39 16 424 0,93
2026-05-06 13F Fidelis Capital Partners, LLC 70 341 2,65 3 802 3,20
2026-05-12 13F CIBC Bancorp USA Inc. 3 075 741 12,85 165 749 12,25
2026-05-15 13F Resources Management Corp /ct/ /adv 6 671 5,97 0
2026-04-09 13F Praetorian Wealth Management, Inc. 337 677 1,81 19 078 7,00
2026-05-07 13F True North Advisors, LLC 9 392 4,74 508 5,19
2026-05-08 13F Moors & Cabot, Inc. 30 252 24,95 1 635 25,67
2026-05-12 13F Ausdal Financial Partners, Inc. 45 168 7,70 2 441 8,30
2026-05-05 13F Net Worth Advisory Group 14 808 4,15 800 4,71
2026-04-22 13F Millburn Ridgefield Corp 7 021 770 13,04 379 527 13,65
2026-05-04 13F Hourglass Capital, Llc 37 045 640,90 2 002 647,01
2026-04-30 13F First Horizon Corp 44 425 4,13 2 401 4,71
2026-04-13 13F Trust Co 105 363 2,27 5 695 2,82
2026-04-29 13F Clearwave Capital, LLC 7 727 10,42 418 10,90
2026-05-15 13F Silver Grove Financial Group, Inc. 11 712 0,40 633 0,96
2026-04-27 13F Sharp Financial Services, LLC 33 924 9,32 1 834 9,89
2026-04-14 13F Beacon Investment Advisory Services, Inc. 309 407 33,46 16 723 34,18
2026-05-13 13F/A Jpmorgan Chase & Co 15 019 712 3,26 787 333 0,68
2026-05-08 13F Steward Partners Investment Advisory, Llc 641 165 7,84 34 655 8,42
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 16 246 22,65 878 23,31
2026-04-14 13F Opal Wealth Advisors, LLC 518 28
2026-04-20 13F Park Edge Advisors, LLC 28 380 43,07 1 534 43,81
2026-05-12 13F Rathbone Brothers plc 210 643 19,42 11 385 20,07
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 0 0
2026-05-06 13F Topel & Distasi Wealth Management, LLC 43 433 3,40 2 348 3,94
2026-05-13 13F Capital Group Private Client Services, Inc. 76 011 8,31 4 108 8,91
2026-04-27 13F Rochester Wealth Strategies, LLC 297 031 1,32 16 055 1,87
2026-05-08 13F Private Advisory Group LLC 56 023 3 028
2026-05-15 13F Gotham Asset Management, LLC 289 942 17,36 15 671 18,00
2026-04-10 13F First Bank & Trust 430 864 3,25 23 288 3,80
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 1 066 070 9,27 57 669 9,92
2026-04-30 13F Hsbc Holdings Plc 20 925 7,86 1 131 8,45
2026-05-13 13F RiverGlades Family Offices LLC 148 510 4,42 8 027 4,17
2026-05-14 13F Coastal Bridge Advisors, LLC 4 943 2,87 267 3,49
2026-04-27 13F GenTrust, LLC 1 165 645 4,53 63 003 5,09
2026-05-14 13F Raymond James Financial Inc 7 474 703 7,50 404 008 8,08
2026-04-30 13F Stablepoint Partners, LLC 20 830 1,91 1 126 2,46
2026-05-05 13F Smith, Moore & Co. 186 292 1,45 10 069 2,01
2026-04-23 13F Powell Investment Advisors, LLC 48 407 1,92 2 616 2,47
2026-05-14 13F Wrenne Financial Planning LLC 249 186 4,20 13 469 4,77
2026-05-08 13F Macroview Investment Management Llc 6 930 14,94 375 15,43
2026-04-22 13F Joel Isaacson & Co., LLC 84 038 10,65 4 542 11,24
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 10 944 24,65 592 25,21
2026-04-27 13F DB Fitzpatrick & Co, Inc 31 617 5,56 1 709 6,09
2026-05-07 13F Allen Investment Management LLC 784 669 3 502,70 42 411 3 524,87
2026-05-05 13F Covestor Ltd 41 207 3,72 2 0,00
2026-05-15 13F First Manhattan Co 190 758 1,65 10 310 2,20
2026-04-30 13F BRYN MAWR TRUST Co 374 155 2,53 20 223 3,08
2026-04-21 13F OneAscent Financial Services LLC 26 701 17,77 1 443 18,47
2026-04-10 13F Pure Financial Advisors, Inc. 2 391 980 3,13 129 286 3,68
2026-05-12 13F Columbia River Financial Group, LLC 46 325 0,86 3 0,00
2026-05-06 13F Zhang Financial LLC 228 258 0,13 12 337 0,67
2026-05-07 13F Hollencrest Capital Management 4 945 216,99 267 221,69
2026-04-30 13F Blodgett Wealth Advisors, Llc 3 702 200
2026-04-08 13F Lakeridge Wealth Management LLC 12 352 12,18 668 12,86
2026-05-04 13F Rodgers & Associates, LTD 133 653 0,94 7 224 1,48
2026-05-07 13F Vision Retirement, LLC 675 1 150,00 36 1 700,00
2026-05-01 13F Rakuten Securities, Inc. 1 667 197,15 90 200,00
2026-05-13 13F Buckingham Strategic Partners 373 763 11,26 20 187 11,78
2026-04-22 13F Louisbourg Investments Inc. 74 682 4,84 4 037 5,41
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 149 041 10,94 8 056 11,53
2026-05-11 13F Collier Financial 360 0,28 19 0,00
2026-05-05 13F HighTower Advisors, LLC 7 281 199 14,55 393 549 15,17
2026-05-11 13F Shepherd Financial Partners LLC 25 904 7,62 1 400 8,19
2026-04-16 13F Balboa Wealth Partners 67 965 4,65 3 674 5,21
2026-04-16 13F Petredis Investment Advisors Llc 309 923 1,30 16 751 1,85
2026-04-29 13F Birch Hill Investment Advisors LLC 130 341 7,59 7 045 8,17
2026-05-11 13F Nomura Asset Management Co Ltd 6 400 93,94 346 94,92
2026-05-12 13F Icon Wealth Advisors, LLC 11 922 34,09 692 44,77
2026-05-12 13F Jane Street Group, Llc Put 23 200 33,33 1 254 34,01
2026-04-23 13F Interchange Capital Partners, LLC 24 497 4,56 1 110 −11,91
2026-04-15 13F Fifth Third Securities, Inc. 104 321 13,58 5 639 14,20
2026-04-29 13F/A True Link Financial Advisors, LLC 12 878 2,55 696 3,11
2026-05-01 13F Emerald Investment Partners, Llc 29 043 1,89 1 569 2,42
2026-05-14 13F Klingman & Associates, LLC 1 004 376 0,93 54 287 1,47
2026-05-08 13F Coldstream Capital Management Inc 653 782 5,11 35 337 5,67
2026-04-22 13F Patton Fund Management, Inc. 367 795 0,25 19 879 0,80
2026-05-04 13F NWF Advisory Services Inc. 5 931 5,82 321 6,31
2026-05-11 13F SCS Capital Management LLC 3 601 987 0,81 194 687 1,36
2026-05-11 13F Prudent Investors Network 385 936 169,52 20 860 170,97
2026-05-13 13F Crews Bank & Trust 1 490 16,95 81 17,65
2026-05-01 13F Advisors Management Group Inc /adv 88 744 5
2026-04-22 13F Wealth Advisory Solutions, LLC 77 035 2,85 4 164 3,40
2026-04-29 13F CFS Investment Advisory Services, LLC 183 279 18,86 10 846 30,85
2026-04-09 13F Kwmg, Llc 501 944 2,68 27 130 3,24
2026-04-24 13F DeLarme Wealth Management, Inc. 24 370 1,91 1 317 2,49
2026-04-20 13F Courier Capital Llc 160 971 3,15 8 700 3,71
2026-04-07 13F Park Avenue Securities Llc 229 370 9,76 12 9,09
2026-04-20 13F Brandywine Oak Private Wealth Llc 686 832 0,29 37 123 0,84
2026-05-11 13F Catalyst Financial Partners Llc 31 785 4,83 1 718 5,34
2026-04-08 13F Afg Fiduciary Services Limited Partnership 29 965 2,65 1 618 0,94
2026-04-27 13F Platform Technology Partners 16 368 8,84 885 9,41
2026-04-20 13F Independent Wealth Network Inc. 7 308 11,61 395 11,93
2026-04-06 13F Rosenberg Matthew Hamilton 29 768 1,69 1 609 2,23
2026-05-04 13F Genesis Wealth Advisors, LLC 117 169 4,60 6 333 5,18
2026-04-13 13F Garrett Investment Advisors LLC 111 787 1,99 6 042 2,55
2026-04-20 13F Auour Investments LLC 129 756 3,36 7 013 3,91
2026-05-04 13F N.E.W. Advisory Services LLC 32 901 8,09 1 778 8,68
2026-05-12 13F Pcg Asset Management, Llc 5 040 13,51 272 11,93
2026-05-15 13F GLOBALT Investments LLC / GA 503 040 4,27 27 189 4,83
2026-04-28 13F Topor & Co. Korea 22 651 44,60 1 224 45,37
2026-05-14 13F Arrowstreet Capital, Limited Partnership 157 185 1 410,81 8 496 1 419,68
2026-05-13 13F Invst, LLC 139 819 0,57 7 557 1,12
2026-05-12 13F Voya Investment Management Llc 1 779 090 42,78 96 160 43,55
2026-05-11 13F Strengthening Families & Communities, LLC 221 12
2026-04-27 13F Truist Financial Corp 1 796 922 11,00 97 124 11,60
2026-05-15 13F Laird Norton Trust Company, Llc 1 870 667 6,67 101 110 7,25
2026-05-14 13F Fft Wealth Management Llc 45 226 12,32 2 444 12,94
2026-04-14 13F Moller Financial Services 265 318 4,86 14 340 5,43
2026-05-15 13F Goldman Sachs Group Inc 14 802 697 4,08 800 086 4,64
2026-04-28 13F K2 Financial Inc. 86 718 1,49 5 096 7,81
2026-04-29 13F Skopos Labs, Inc. 30 688 24,57 1 659 25,61
2026-05-12 13F Disciplined Investors, L.L.C. 24 076 29,48 1 301 30,23
2026-04-16 13F Polianta Ltd 197 300 11
2026-05-08 13F Long Road Investment Counsel, LLC 19 500 4,39 1 054 4,88
2026-05-06 13F Intentional Wealth Strategies, LLC 133 7
2026-04-29 13F Strid Group, LLC 1 101 253 2,04 59 523 2,59
2026-04-22 13F Aua Capital Management, Llc 8 595 13,17 465 13,73
2026-05-14 13F Aries Wealth Management 44 556 4,70 2 408 5,29
2026-04-24 13F Root Financial Partners, LLC 90 779 29,47 4 907 30,17
2026-04-10 13F Armstrong Advisory Group, Inc 2 556 7,67 138 8,66
2026-04-27 13F Rareview Capital LLC 149 297 3,17 7 384 3,17
2026-04-28 13F Westfuller Advisors, LLC 4 981 3,60 269 4,26
2026-04-22 13F Financially in Tune, LLC 24 874 4,78 1 344 5,33
2026-04-08 13F Archer Investment Management, LLC 10 308 557
2026-05-08 13F TMB Capital Partners, LLC 162 768 2,29 8 798 2,84
2026-05-13 13F Summitas Investment Management LLC 65 137 205,15 3 521 206,89
2026-04-10 13F Piscataqua Savings Bank 3 674 15,75 199 16,47
2026-05-12 13F Three Bridge Wealth Advisors, LLC 208 855 3,88 11 289 4,44
2026-04-14 13F Well Done, LLC 9 180 17,99 496 18,66
2026-04-17 13F 55 North Private Wealth, LLC 21 164 19,42 1 144 20,06
2026-05-12 13F Rakuten Investment Management, Inc. 1 537 256 100,00 82 920 100,00
2026-04-20 13F Cardinal Point Capital Management, ULC 5 228 16,72 283 17,50
2026-05-11 13F Godfrey Financial Associates, Inc. 4 817 13,21 260 14,04
2026-06-01 13F First Nebraska Trust Co 27 821 0,69 1 504 1,21
2026-04-14 13F Kozak & Associates, Inc. 617 184,33 35 191,67
2026-04-27 13F LCW Services, LLC 231 362 1,03 12 505 1,58
2026-05-01 13F Financial Counselors Inc 32 968 0,40 1 782 0,91
2026-05-11 13F REAP Financial Group, LLC 212 020 3,25 11 460 3,80
2026-04-21 13F Colony Family Offices, LLC 457 203 0,88 24 712 1,42
2026-05-14 13F Traynor Capital Management, Inc. 4 434 232
2026-04-27 13F FSM Wealth Advisors, LLC 599 263 15,21 32 390 15,83
2026-05-04 13F Y.D. More Investments Ltd 775 761,11 41 900,00
2026-04-02 13F Somerset Trust Co 9 509 15,70 514 16,33
2026-05-13 13F Transcend Wealth Collective, Llc 4 501 243
2026-02-12 13F CIBC Private Wealth Group, LLC 2 897 248 5,84 155 756 5,02
2026-05-14 13F Twin Focus Capital Partners, Llc 239 369 17,67 12 938 18,30
2026-05-08 13F Vanguard National Trust Co 204 597 11 058
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 15 016 72,90 812 74,03
2026-04-29 13F Weitzel Financial Services, Inc. 4 995 9,35 271 8,00
2026-04-13 13F Hm Payson & Co 144 688 65,93 7 820 66,84
2026-04-13 13F Sherman Wealth Management LLC 15 800 4,42 854 4,92
2026-04-16 13F Freedom Financial Partners LLC 185 163 3,35 10 008 3,91
2026-04-23 13F Analyst IMS Investment Management Services Ltd. 1 139 488 0,02 62 0,00
2026-05-07 13F First National Trust Co 8 258 446
2026-05-15 13F Walsh & Associates, LLC 855 7,95 46 9,52
2026-05-06 13F Kitching Partners, Llc 111 281 11,89 6 015 12,50
2026-05-14 13F Retiremitten Financial Llc 339 18
2026-04-28 13F Ti-trust, Inc 60 592 1,19 3 275 1,71
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 321 331 24,03 17 368 24,69
2026-05-12 13F Warwick Investment Management, Inc. 128 392 69,98 6 940 70,91
2026-04-16 13F Upper Left Wealth Management, LLC 61 846 3,32 3 343 3,89
2026-04-16 13F McClarren Financial Advisors, Inc. 25 901 336,04 1 400 12,73
2026-05-08 13F Vanguard Global Advisers, LLC 53 253 654 2 878 360
2026-05-15 13F Sanchez Levi Garrett 92 381 4 993
2026-05-11 13F Employees' Retirement Fund of the City of Fort Worth 134 100 59,45 7 248 60,32
2026-05-08 13F Stonebridge Financial Planning Group, LLC 31 267 1,98 1 690 2,49
2026-05-27 13F/A Maripau Wealth Management Llc 53 576 3,37 2 896 3,91
2026-04-08 13F Eclectic Associates Inc /adv 48 862 3,77 2 641 4,31
2026-04-28 13F Howe & Rusling Inc 227 508 15,98 12 297 16,61
2026-05-14 13F Level Four Advisory Services, Llc 11 952 23,27 646 23,99
2026-04-08 13F Oliver Luxxe Assets LLC 120 791 4,49 6 529 5,05
2026-05-15 13F Nikulski Financial, Inc. 12 117 655
2026-05-13 13F Sepio Capital, LP 657 435 1,35 35 534 1,90
2026-05-05 13F Plante Moran Financial Advisors, LLC 1 872 0,92 101 2,02
2026-04-08 13F Sharper & Granite LLC 11 115 10,05 601 10,70
2026-04-24 13F 4Thought Financial Group Inc. 158 477 0,13 8 566 0,67
2026-04-13 13F Rydar Equities, Inc. 19 333 2,65 1 045 3,16
2026-04-24 13F UMA Financial Services, Inc. 3 491 1,39 189 1,62
2026-04-08 13F Community Financial Services Group, LLC 126 7
2026-05-15 13F Family Management Corp 77 278 20 617,96 4 177 20 780,00
2026-05-11 13F Glaxis Capital Management, LLC 40 000 2 162
2026-04-21 13F Sensible Money, LLC 3 738 202
2026-04-06 13F Versant Capital Management, Inc 4 477 18,53 242 18,72
2026-04-10 13F Brucke Financial, Inc. 69 949 3 781
2026-04-29 13F Steele Capital Management, Inc. 1 918 432 3,60 103 691 4,16
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 43 389 64,98 2 345 65,96
2026-04-21 13F Creekside Partners 69 646 10,22 3 764 10,80
2026-05-11 13F Great Valley Advisor Group, Inc. 101 765 6,87 5 501 7,44
2026-02-11 13F Parallel Advisors, LLC 306 488 7,92 16 483 7,13
2026-05-04 13F 6th Street Advisors, LLC 70 148 3 791
2026-05-14 13F Gwn Securities Inc. 10 366 1,06 560 1,63
2026-04-21 13F Rooted Wealth Advisors, Inc. 51 275 4,87 3 021 9,50
2026-05-13 13F Choate Investment Advisors 27 399 121,00 1 481 122,22
2026-04-27 13F Level Wealth Management LLC 138 835 12,46 7 504 13,08
2026-04-16 13F SG Americas Securities, LLC 6 191 0
2026-05-04 13F Carrera Capital Advisors 13 642 0,81 737 1,38
2026-05-15 13F Private Capital Management, LLC 6 225 20,29 336 20,86
2026-04-23 13F Ameliora Wealth Management Ltd. 7 600 52,00 411 52,99
2026-05-06 13F Ascent Wealth Partners, LLC 85 527 4 623
2026-05-29 13F Keel Point, LLC 28 222 1,09 1 525 1,67
2026-01-14 13F Clarius Group, LLC 31 934 0,39 1 717 −0,41
2026-04-17 13F Signal Advisors Wealth, LLC 349 183 13,10 18 873 13,71
2026-04-14 13F Value Investment Professionals, LLC 19 434 8,61 1 050 9,26
2026-04-16 13F Stanley-Laman Group, Ltd. 6 390 345
2026-05-26 13F Serenity Investment Advisors 192 081 15,43 11 329 23,09
2026-05-07 13F S&co Inc 131 648 12,57 7 16,67
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2 485 963 2,88 134 366 3,43
2026-05-12 13F Portside Wealth Group, LLC 13 961 163,76 755 165,49
2026-05-14 13F Synergy Financial Group, LTD 35 625 23,88 1 926 24,51
2026-05-12 13F Stifel Financial Corp 6 181 354 30,94 334 102 31,65
2026-05-01 13F One Degree Advisors Inc 104 573 0,23 6 0,00
2026-05-15 13F 1607 Capital Partners, LLC 10 100 546
2026-05-21 13F Verus Capital Partners, Llc 23 646 20,12 1 278 20,79
2026-04-15 13F Journey Strategic Wealth Llc 37 139 4,58 2 007 5,13
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 12 165 1,00 658 1,55
2026-04-07 13F Farther Finance Advisors, LLC 669 207 29,58 36 278 30,67
2026-05-07 13F Arsenal Capital Advisors LLC 7 395 55,52 400 56,47
2026-04-27 13F HB Wealth Management, LLC 112 082 15,76 6 058 16,39
2026-05-15 13F Citadel Advisors Llc Put 465 100 1 635,45 25 139 1 645,69
2026-05-15 13F Citadel Advisors Llc Call 379 000 569,61 20 485 573,37
2026-04-24 13F Severin Investments, LLC 31 096 7,52 1 681 8,11
2026-04-08 13F Gilman Hill Asset Management, LLC 37 689 16,76 2 037 17,41
2026-05-27 13F Tenret Co LLC 158 379 6,77 8 560 7,35
2026-04-07 13F Blueline Advisors Llc 708 1,14 38 2,70
2026-05-11 13F Ashton Thomas Private Wealth, LLC 170 674 1,50 9 225 2,05
2026-05-05 13F Bank of New York Mellon Corp 11 488 522 6,85 620 955 7,43
2026-05-13 13F Pfc Capital Group, Inc. 69 084 5,15 4 0,00
2026-04-08 13F Roberts Wealth Advisors, LLC 199 696 11,05 10 794 11,65
2026-05-11 13F NLB Skladi, upravljanje premozenja, d.o.o. 151 755 7,33 8 202 7,91
2026-05-13 13F O'shaughnessy Asset Management, Llc 213 796 24,20 11 556 24,88
2026-04-23 13F Harbor Investment Advisory, Llc 5 699 17,53 308 18,46
2026-02-13 13F Motiv8 Investments LLC 13 024 1,35 1 −100,00
2026-04-27 13F Tennessee Valley Asset Management Partners 4 788 1,14 259 1,57
2026-04-29 13F Sigma Investment Counselors Inc 822 212 1,55 44 441 2,10
2026-05-01 13F Associated Banc-corp 275 662 11,50 14 900 12,11
2026-04-24 13F Squire Investment Management Company, LLC 24 353 8,07 1 316 8,67
2026-04-28 13F Golden State Equity Partners 10 763 49,03 582 49,74
2026-05-04 13F Tradewinds, LLC. 4 284 253
2026-05-15 13F Peapack Gladstone Financial Corp 1 661 215 4,23 90 4,71
2026-05-12 13F Cannon Financial Strategists, Inc. 18 623 2,52 1 007 3,07
2026-05-08 13F Pnc Financial Services Group, Inc. 10 454 119 2,18 565 045 2,73
2026-04-28 13F Ntv Asset Management Llc 5 316 32,21 287 32,87
2026-05-12 13F Athena Investment Management 9 614 8,99 520 9,49
2026-05-06 13F Spartan Wealth Advisory Services LLC 28 438 1 537
2026-05-13 13F Black Cypress Capital Management, LLC 10 644 5,23 575 5,89
2026-05-05 13F Tortoise Investment Management, LLC 185 778 2,39 10 041 2,94
2026-05-15 13F Toroso Investments, LLC Call 128 600 22,36 6 951 23,01
2026-04-21 13F PDS Planning, Inc 1 047 390 0,62 56 611 1,16
2026-05-04 13F Summit Wealth Group, LLC 116 147 1,59 6 278 2,13
2026-05-14 13F Zacks Investment Management 9 900 7,04 535 7,65
2026-05-15 13F Toroso Investments, LLC 856 463 1,54 46 292 2,09
2026-05-13 13F IF Advisors, LLC 130 286 5,51 7 042 6,07
2026-05-11 13F Chilton Capital Management Llc 113 808 18,33 6 151 18,97
2026-05-06 13F Dunhill Financial, LLC 5 022 115,72 272 118,55
2026-05-15 13F Rothschild Capital Partners, LLC 10 506 15,55 568 16,19
2026-04-27 13F Osborne Partners Capital Management, Llc 1 192 716 0,46 64 466 1,00
2026-04-30 13F Indivisible Partners 13 614 26,68 737 27,29
2026-04-17 13F AdvisorNet Financial, Inc 421 090 4,26 22 760 4,82
2026-04-22 13F Citrine Capital LLC 10 766 27,17 582 27,69
2026-05-05 13F Thayer Partners, LLC / MA 92 849 6,21 5 019 6,79
2026-04-17 13F Charter Trust Co 239 666 8,15 12 954 8,73
2026-04-27 13F Western Reserve Capital Management, LLC 93 344 3,09 5 045 3,66
2026-04-20 13F Kearns & Associates LLC 115 386 2,71 6 237 3,26
2026-05-15 13F DV Trading LLC 26 000 124,14 1 405 125,52
2026-04-17 13F Discipline Wealth Solutions, LLC 103 905 832,22 5 616 837,56
2026-04-20 13F Lord & Richards Wealth Management, LLC 30 762 2,48 1 663 3,04
2026-04-24 13F United Community Bank 37 585 0,03 2 031 0,59
2026-04-13 13F Colorado Capital Management, Inc. 10 659 3,78 1
2026-04-30 13F Millstone Evans Group, LLC 6 796 12,76 367 13,27
2026-05-01 13F Pittenger & Anderson Inc 1 533 2,20 83 2,50
2026-04-27 13F Wbh Advisory Inc 78 045 1,42 4 231 2,27
2026-05-14 13F Bernard Wealth Management Corp. 332 2 666,67 18
2026-05-12 13F WCG Wealth Advisors LLC 21 123 14,88 1 142 15,49
2026-05-01 13F Evergreen Wealth Management, LLC 9 532 3,27 515 3,83
2026-05-15 13F Keating Financial Advisory Services, Inc. 2 755 6,21 149 6,47
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 97 351 3,10 5 262 3,64
2026-05-08 13F King Luther Capital Management Corp 2 674 62,49
2026-04-08 13F Canandaigua National Corp 72 664 3 927
2026-05-11 13F VeraBank, N.A. 7 430 0,47 402 1,01
2026-04-21 13F Northland Capital Management LLC 38 084 6,91 2 058 7,52
2026-05-14 13F Bank of Marin 9 043 5,10 489 5,63
2026-05-13 13F GW&K Investment Management, LLC 301 777 9,30 16 14,29
2026-05-12 13F Fiera Capital Corp 63 860 39,25 3 452 40,00
2026-05-15 13F Summit Financial, LLC 422 809 11,88 22 853 12,49
2026-04-13 13F LexAurum Advisors, LLC 12 113 10,07 655 9,73
2026-05-05 13F Fusion Family Wealth LLC 2 071 283 1,07 111 953 1,62
2026-04-24 13F Kendall Capital Management 231 540 6,26 12 515 6,84
2026-04-29 13F Waters Parkerson & Co., Llc 119 636 24,35 6 466 25,02
2026-04-14 13F Palisade Asset Management, LLC 20 693 0,75 1 118 1,27
2026-05-14 13F North Ridge Wealth Advisors, Inc. 794 14,24 39 2,70
2026-04-27 13F Revisor Wealth Management LLC 34 833 17,68 1 883 12,90
2026-05-14 13F Grantham, Mayo, Van Otterloo & Co. LLC 12 635 683
2026-04-13 13F Creative Financial Designs Inc /adv 239 893 3,70 12 966 4,26
2026-05-07 13F Legacy Wealth Managment, LLC/ID 4 103 151,10 222 154,02
2026-04-22 13F Matrix Asset Advisors Inc/ny 45 178 5,97 2 442 6,55
2026-04-24 13F Argent Advisors, Inc. 29 683 425,92 1 604 429,37
2026-04-29 13F Great Hill Capital LLC 8 735 76,64 472 78,11
2026-04-17 13F HHM Wealth Advisors, LLC 4 194 2,69 227 3,20
2026-04-15 13F Arch Global Advisors, LLC 93 488 5 053
2026-04-20 13F LVW Advisors, LLC 138 909 1 064,07 7 508 1 071,29
2026-05-08 13F Jackson Hole Capital Partners, LLC 113 506 1,39 6 135 1,94
2026-02-18 13F Financial Advisory Service, Inc. 6 306 0,29 339 −0,29
2026-05-14 13F CIBC World Markets Inc. 322 806 0,53 17 448 1,07
2026-05-15 13F Ameriprise Financial Inc 13 354 926 33,81 721 560 35,20
2026-05-01 13F Silver Oak Advisory Group, Inc. 7 206 7,23 0
2026-04-23 13F Alley Investment Management Company, LLC 135 042 37,61 7 299 38,37
2026-04-15 13F Hilltop Wealth Advisors, Llc 110 975 58,45 5 998 59,31
2026-05-07 13F ESL Trust Services, LLC 29 496 7,00 1 594 7,63
2026-05-15 13F Cerity Partners LLC 4 201 293 16,73 227 467 17,56
2026-05-14 13F Catalytic Wealth RIA, LLC 68 056 38,97 3 678 39,74
2026-05-14 13F Venture Visionary Partners LLC 91 451 3,82 4 943 4,37
2026-05-13 13F Geometric Wealth Advisors 10 415 66,40 563 67,26
2026-04-16 13F Flywheel Private Wealth LLC 70 767 15,33 3 825 15,95
2026-05-04 13F Copia Wealth Management 544 43,16 29 45,00
2026-04-22 13F Viewpoint Investment Partners Corp 31 820 1,27 1 720 1,78
2026-05-05 13F UBS Group AG 21 183 531 6,68 1 144 970 7,26
2026-05-14 13F Ieq Capital, Llc 109 782 13,35 5 934 13,96
2026-05-07 13F Van Strum & Towne Inc. 76 946 5,65 4 159 6,21
2026-04-13 13F Winthrop Advisory Group LLC 112 430 0,19 6 077 0,73
2026-04-14 13F Compton Wealth Advisory Group, LLC 110 817 39,71 6 007 40,88
2026-04-20 13F Jfs Wealth Advisors, Llc 281 455 5,48 15 213 6,05
2026-04-09 13F Thrive Wealth Management, LLC 105 154 1,18 5 684 1,72
2026-05-13 13F Martin & Co Inc /tn/ 315 648 2,02 17 061 2,57
2026-05-12 13F Kirtland Hills Capital Management, Llc 7 377 0,83 433 10,18
2026-04-22 13F M3 Advisory Group, LLC 10 358 0,78 560 1,27
2026-02-05 13F Center for Financial Planning, Inc. 574 323 1,44 30 876 0,65
2026-04-16 13F Addis & Hill, Inc 98 565 2,40 5 327 2,96
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 258 752 11,30 13 986 11,90
2026-05-15 13F Evergreen Wealth Solutions, LLC 23 786 302,95 1 286 305,36
2026-05-15 13F Bragg Financial Advisors, Inc 23 939 3,88 1 294 4,44
2026-05-04 13F Mendel Money Management 8 157 87,30 441 88,03
2026-04-22 13F Tred Avon Family Wealth, Llc 68 496 3,11 3 702 3,67
2026-04-27 13F Evolution Wealth Management Inc. 2 339 8,04 126 8,62
2026-05-08 13F Tandem Financial, LLC 61 571 409,48 3 328 525,38
2026-04-24 13F Lynx Investment Advisory 18 832 16,82 1 018 17,44
2026-05-12 13F Oakmont Advisory Group, LLC 68 824 35,47 3 720 36,18
2026-04-20 13F Kestra Private Wealth Services, Llc 380 678 11,20 20 576 11,80
2026-04-20 13F Naples Global Advisors, Llc 102 479 4,59 5 539 5,15
2026-05-15 13F Headinvest, Llc 102 997 2,08 5 567 2,62
2026-05-12 13F Orcam Financial Group 32 421 2,32 1 752 2,88
2026-04-08 13F Capital Advisors Wealth Management, LLC 4 999 0,24 270 0,75
2026-05-08 13F Bluebird Wealth Management LLC 39 253 2 122
2026-05-15 13F Aqr Capital Management Llc 458 799 24,22 24 798 24,90
2026-05-20 13F Hobbs Group Advisors, LLC 4 751 257
2026-04-15 13F Steinberganna Wealth Management 29 348 50,66 1 586 51,48
2026-05-11 13F Commerce Bank 1 145 122 4,68 61 894 5,24
2026-04-07 13F Bulwark Capital Corp 833 38,83 45 40,63
2026-05-08 13F Bruce G. Allen Investments, LLC 196 11
2026-05-11 13F WealthTrust Axiom LLC 3 979 215
2026-05-08 13F Addison Advisors LLC 3 176 4,40 172 4,91
2026-04-22 13F Union Bancaire Privee, UBP SA 294 747 50,66 15 358 46,30
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 271 026 5,86 14 649 6,43
2026-05-08 13F Marshall Investment Management, Llc 116 6
2026-05-14 13F Empower Advisory Group, LLC 35 534 123 4,30 1 920 619 4,86
2026-05-08 13F Vanguard Advisers Inc 814 497 44 023
2026-05-01 13F Welch & Forbes Llc 54 978 0,14 2 972 0,68
2026-04-10 13F HT Partners LLC 123 842 6,83 6 694 7,41
2026-04-23 13F American National Bank 100 5
2026-04-27 13F F&V Capital Management, LLC 23 585 2,84 1 0,00
2026-01-26 13F Liberty Capital Management, Inc. 33 477 1,86 1 800 1,07
2026-04-08 13F Warner Financial, Inc 107 578 4,86 5 815 116 200,00
2026-05-15 13F Royal Bank Of Canada 13 962 984 2,63 754 698 3,18
2026-05-05 13F Harmony Asset Management Llc 8 373 453
2026-04-29 13F Proactive Wealth Strategies LLC 8 509 460
2026-04-24 13F Vision Capital Management, Inc. 640 590 3,92 34 624 4,48
2026-05-06 13F Finhabits Advisors LLC 180 983 2,91 9 782 3,47
2026-05-08 13F Crestmont Private Wealth LLC 295 395 2,29 15 966 2,85
2026-04-13 13F Cordant, Inc. 311 992 4,33 16 863 4,89
2026-06-01 13F Caerus Investment Advisors, LLC 4 442 4,62 240 5,26
2026-05-15 13F United Capital Financial Advisers, Llc 258 494 1,08 13 972 1,62
2026-05-14 13F C M Bidwell & Associates Ltd 26 738 7,02 1 445 7,59
2026-04-07 13F Anderson Hoagland & Co 227 141 13,21 12 277 13,82
2026-04-30 13F Arista Wealth Management, LLC 10 795 9,59 583 10,21
2026-04-14 13F Shrier Wealth Management, Llc 307 334 5,85 16 611 6,42
2026-04-10 13F Novem Group 25 570 0,19 1 382 0,73
2026-04-07 13F City Center Advisors, LLC 12 843 0,05 694 0,58
2026-05-12 13F One Capital Management, LLC 122 299 24,39 6 610 25,07
2026-04-22 13F TruNorth Capital Management, LLC 5 090 275
2026-04-28 13F Kingswood Wealth Advisors, Llc 14 540 24,08 786 24,80
2026-04-27 13F Prasad Wealth Partners, LLC 4 689 253
2026-05-01 13F Hohimer Wealth Management, Llc 70 439 3 807
2026-04-13 13F John W. Brooker & Co., CPAs 3 954 214
2026-01-16 13F Oldfather Financial Services, LLC 7 619 33,41 410 32,36
2026-04-24 13F Smithbridge Asset Management Inc/de 47 293 2 556
2026-05-14 13F Hara Capital LLC 1 480 80
2026-05-04 13F TrustBank 3 089 167
2026-05-14 13F Cwm, Llc 302 080 3,58 16 327 108 746,67
2026-04-20 13F Echo45 Advisors LLC 173 422 0,11 9 373 0,64
2026-04-21 13F FSA Investment Group, LLC 5 495 297
2026-05-15 13F Westwood Holdings Group Inc 90 402 4 886
2026-04-30 13F Kestra Advisory Services, LLC 839 700 4,31 45 386 4,88
2026-05-14 13F Milestone Asset Management Group, LLC 10 801 2,09 584 2,64
2026-04-23 13F Financial Guidance Group, Inc. 59 428 7,31 3 212 7,89
2026-04-15 13F Aspen Investment Management Inc 25 369 9,69 1 0,00
2026-05-13 13F Gibbs Wealth Management 13 890 751
2026-05-15 13F Silvercrest Asset Management Group Llc 441 150 3,17 23 844 3,73
2026-05-08 13F Smithfield Trust Co 1 027 520 2,22 55 3,77
2026-04-08 13F Winter & Associates, Inc. 36 235 47,36 1 957 48,15
2026-05-29 13F Krane Financial Solutions LLC 101 600 5 491
2026-02-05 13F Maxele Advisors, LLC 9 950 0,10 535 −0,74
2026-04-21 13F Mayport, Llc 37 154 49,63 2 008 50,52
2026-04-09 13F DHJJ Financial Advisors, Ltd. 2 433 0,70 132 1,55
2026-04-20 13F First Bancorp, Inc /ME/ 59 065 0,81 3 192 1,37
2026-04-21 13F Merkkuri Wealth Advisors LLC 28 2
2026-05-06 13F Cedar Point Capital Partners, LLC 124 355 2,98 6 721 3,54
2026-05-05 13F SOUTH STATE Corp 38 359 29,79 2 073 30,54
2026-04-14 13F Cohen Capital Management, Inc. 14 279 0,13 772 0,65
2026-05-12 13F Stephenson & Company, Inc. 119 335 1,82 6 450 2,38
2026-05-05 13F Regions Financial Corp 5 772 617 70,43 312 010 71,35
2026-05-05 13F Coquina Private Wealth LLC 4 549 12,79 246 13,43
2026-05-13 13F PKS Advisory Services, LLC 15 315 2,23 828 2,73
2026-05-13 13F Protective Life Corp 659 36
2026-04-28 13F Bogart Wealth, LLC 3 909 0,36 211 0,96
2026-04-17 13F United Advisor Group, LLC 39 737 1,41 2 148 1,95
2026-05-05 13F NerdWallet Wealth Partners, LLC 99 577 22,63 5 382 23,53
2026-04-22 13F Coastal Investment Advisors, Inc. 5 491 9,25 297 9,63
2026-05-14 13F Ade, Llc 13 580 9,43 734 9,90
2026-04-23 13F Drucker Wealth 3.0, LLC 79 099 1,22 4 275 1,79
2026-04-14 13F Vestia Personal Wealth Advisors 4 565 1,63 247 −2,38
2026-05-04 13F Texas Yale Capital Corp. 125 237 3,29 6 769 3,85
2026-04-16 13F BridgePort Financial Solutions, LLC 17 909 22,42 968 23,03
2026-05-07 13F Jefferies Financial Group Inc. 150 055 12,09 8 110 12,70
2026-05-15 13F Mercer Global Advisors Inc /adv 16 593 473 4,79 896 877 5,38
2026-05-11 13F Rinkey Investments 108 056 51,14 5 840 51,96
2026-04-28 13F SBI Okasan Asset Management Co.Ltd. 3 106 050 83,09 162 819 79,03
2026-04-23 13F Equita Financial Network, Inc. 13 671 1,78 739 2,22
2026-04-21 13F Old National Bancorp /in/ 673 377 18,41 36 396 19,05
2026-04-13 13F IFP Advisors, Inc 147 841 11,04 7 991 11,64
2026-05-04 13F Citizens National Bank Trust Department 18 1
2026-04-23 13F Mayflower Financial Advisors, LLC 26 589 9,32 1 437 9,95
2026-05-06 13F Advisortrust Partners, Llc 11 010 595
2026-04-02 13F Noble Wealth Management PBC 2 901 1,47 157 1,96
2026-04-09 13F Park Place Capital Corp 214 478 7,31 11 593 7,88
2026-04-29 13F BHK Investment Advisors, LLC 103 119 3,06 5 574 3,61
2026-04-20 13F City State Bank 38 584 3,83 2 085 4,41
2026-05-06 13F Meridian Wealth Management, LLC 49 571 4,24 2 679 4,77
2026-04-30 13F KLCM Advisors, Inc. 10 129 1,64 547 2,24
2026-05-15 13F Beacon Pointe Advisors, LLC 2 008 031 79,69 108 534 80,66
2026-05-14 13F Hrt Financial Lp 129 917 7
2026-05-14 13F Northern Oak Wealth Management Inc 113 089 3,92 6 112 4,48
2026-04-27 13F PFG Investments, LLC 15 744 14,42 851 15,02
2026-05-05 13F Shaker Investments Llc/oh 42 774 8,08 2 312 8,65
2026-05-15 13F Huntington National Bank 5 051 159 345 −0,97
2026-04-20 13F YANKCOM Partnership 91 852 12,97 4 965 13,59
2026-05-11 13F Brooklyn FI, LLC 349 752 3,16 18 904 3,72
2026-04-28 13F Meridian Investment Counsel Inc. 21 766 0,12 1 176 0,68
2026-05-05 13F Crestwood Advisors Group LLC 27 392 3,08 1 481 3,64
2026-05-07 13F Grandfield & Dodd, Llc 13 402 0,65 724 0,84
2026-05-14 13F Ballentine Partners, LLC 2 832 034 1,26 153 071 1,80
2026-04-17 13F Legacy Wealth Partners, LLC 56 620 2,80 3 060 3,34
2026-04-03 13F Coastline Trust Co 221 590 37,22 11 977 37,96
2026-05-12 13F Reyes Financial Architecture, Inc. 9 0
2026-04-23 13F Forum Financial Management, LP 13 783 12,06 745 12,56
2026-05-13 13F Freestone Capital Holdings, LLC 1 612 987 20,13 87 182 20,78
2026-04-16 13F IVC Wealth Advisors LLC 6 308 15,74 341 16,44
2026-04-20 13F KFA Private Wealth Group, LLC 4 249 3,94 230 4,57
2026-05-11 13F Emerald Investment Advisers, LLC 77 618 4 195
2026-04-23 13F Midwest Financial Partners Investments, Inc. 251 169 7,30 13 576 7,88
2026-05-06 13F Clifford Swan Investment Counsel Llc 11 301 1,80 611 2,35
2026-05-13 13F Cetera Investment Advisers 4 809 582 0,24 259 958 0,78
2026-05-08 13F Evolution Wealth Advisors, LLC 9 257 10,72 500 11,36
2026-04-10 13F Level Financial Advisors, Inc. 103 054 9,42 5 570 10,01
2026-04-28 13F Southern Michigan Bank & Trust 452 24
2026-05-04 13F Geneos Wealth Management Inc. 203 555 22,38 11 002 23,05
2026-05-15 13F Smartleaf Asset Management LLC 1 077 278 18,12 56 471 15,07
2026-04-10 13F Putney Financial Group LLC 13 397 724
2026-05-11 13F First Financial Bankshares Inc 949 065 0,40 51 297 0,94
2026-05-13 13F Alamar Capital Management, LLC 13 992 37,23 756 37,96
2026-05-14 13F Sentinel Advisory Group, LLC 9 980 539
2026-02-20 13F Verus Advisory, Inc. 146 068 7 858
2026-05-14 13F Keebeck Wealth Management, LLC 5 084 0,22 275 0,74
2026-04-13 13F Advocate Group Llc 168 220 6,47 9 092 7,05
2026-04-22 13F Benchmark Financial, LLC 8 025 19,60 434 20,28
2026-05-15 13F Qube Research & Technologies Ltd 18 186 241,84 983 243,36
2026-05-08 13F HORAN Wealth, LLC 38 268 100,00 2 058 100,19
2026-04-22 13F Jim Saulnier & Associates, Llc 15 917 17,75 860 18,46
2026-04-29 13F Lmcg Investments, Llc 71 178 3,15 3 847 3,72
2026-04-24 13F Twin City Private Wealth, Llc 6 640 1,08 359 1,42
2026-04-22 13F Caldwell Trust Co 11 353 5,09 614 5,69
2026-04-08 13F Whitcomb & Hess, Inc. 362 302 1,42 19 582 −2,04
2026-04-10 13F PFW Advisors LLC 168 028 0,03 9 082 0,56
2026-05-15 13F Mittelman Wealth Management 240 969 6,74 13 024 7,32
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 326 501 7,68 17 647 8,26
2026-05-12 13F Mission Financial Group, LLC 6 442 0,08 348 0,58
2026-05-08 13F Bokf, Na 3 385 545 3,19 182 989 3,75
2026-05-14 13F Nicolet Bankshares Inc 41 184 158,21 2 228 159,98
2026-04-20 13F Fiduciary Alliance LLC 7 228 21,72 420 31,35
2026-02-20 13F SB Capital Management Inc 5 613 302
2026-04-28 13F MBL Wealth, LLC 50 703 4,00 2 740 4,58
2026-05-11 13F Manchester Capital Management LLC 59 050 1,34 3 192 1,88
2026-04-14 13F American State Bank (Iowa) 6 340 5,05 343 5,56
2026-04-24 13F Wealth Care LLC 16 103 870
2026-05-13 13F Stembrook Asset Management, LLC 23 875 0,42 1 290 0,94
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 18 155 1,38 981 1,98
2026-04-10 13F Cooke Wealth Management, LLC 36 287 0,96 1 961 −2,68
2026-05-07 13F Tull Financial Group, Inc. 133 911 34,42 7 238 35,14
2026-04-08 13F Aurelius Family Office LLC 159 117 2,25 8 600 −0,03
2026-04-20 13F First PREMIER Bank 6 525 0,08 0
2026-04-13 13F/A Sunburst Financial Group, LLC 3 910 4,10 211 4,98
2026-05-15 13F Signal Tree Financial Partners Llc 84 058 2,07 4 543 2,62
2026-05-04 13F Westside Investment Management, Inc. 41 998 5,58 2 269 5,83
2026-04-22 13F Horizon Bancorp Inc /in/ 123 355,56 0
2026-05-14 13F Twin Tree Management, LP 21 439 1 159
2026-05-15 13F Security National Bank Of So Dak 8 476 7,33 458 8,02
2026-05-15 13F Perennial Investment Advisors, LLC 6 192 14,03 335 14,78
2026-05-08 13F Junk Investment Group, LLC 50 189 2 713
2026-05-08 13F Urban Financial Advisory Corp 9 718 24,48 525 25,30
2026-05-13 13F Scotia Capital Inc. 34 588 7,40 1 869 7,97
2026-05-08 13F Tfo-tdc, Llc 71 097 0,30 3 843 0,84
2026-04-17 13F Tectonic Advisors Llc 271 580 1,17 14 679 1,71
2026-05-12 13F Moneta Group Investment Advisors Llc 826 843 2,94 44 691 3,49
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3 315 831,18 179 842,11
2026-05-13 13F Archvest Wealth Advisors, Inc. 7 784 13,72 421 14,44
2026-04-17 13F Viewpoint Capital Management LLC 26 741 0,02 1 445 0,56
2026-04-24 13F Essex Financial Services, Inc. 18 488 2,73 999 3,31
2026-04-14 13F Arvest Investments, Inc. 380 896 1,53 20 587 2,08
2026-04-16 13F Greenfield Savings Bank 25 405 16,33 1 373 16,95
2026-05-06 13F Avalon Trust Co 228 12
2026-05-11 13F Montis Financial, LLC 7 750 21,97 419 22,58
2026-05-13 13F Owl Creek Wealth Partners LLC 2 074 112
2026-04-21 13F Armbruster Capital Management, Inc. 36 170 1,08 1 955 1,61
2026-05-11 13F Per Stirling Capital Management, LLC. 30 885 25,50 1 669 26,15
2026-05-14 13F Baird Financial Group, Inc. 7 028 898 10,59 379 912 11,19
2026-04-20 13F LS Investment Advisors, LLC 3 777 204
2026-04-16 13F Evolve Private Wealth, Llc 30 631 1 656
2026-05-15 13F Dimension Capital Management Llc 11 474 46,13 620 46,92
2026-05-05 13F Capital Investment Advisory Services, LLC 11 950 10,80 646 11,40
2026-04-13 13F Woodside Wealth Management LLC 4 936 0,10 267 0,38
2026-05-05 13F Sanctuary Advisors, LLC 437 965 7,23 23 672 7,81
2026-04-21 13F Davidson Investment Advisors 18 470 836
2026-04-22 13F Janney Montgomery Scott LLC 2 087 799 19,96 113 20,43
2026-05-01 13F Sovran Advisors, LLC 19 363 13,13 1 141 18,36
2026-05-14 13F EP Wealth Advisors, Inc. 7 672 486 6,77 414 698 7,34
2026-04-24 13F Keybank National Association/oh 2 658 888 3,02 143 713 3,57
2026-05-13 13F Mariner, LLC 14 027 303 7,54 757 768 8,06
2026-05-07 13F Sage Financial Group Inc 1 244 435 54,05 67 262 54,88
2026-05-04 13F Envestnet Asset Management Inc 39 564 716 11,68 2 138 473 12,28
2026-04-13 13F Cyndeo Wealth Partners, LLC 45 734 2,35 2 472 2,87
2026-04-20 13F Penobscot Wealth Management 232 078 7,69 12 544 8,26
2026-05-19 13F McIlrath & Eck, LLC 7 352 2,97 397 3,66
2026-05-07 13F Crewe Advisors LLC 119 211 24,86 6 443 25,55
2026-04-16 13F Brookstone Capital Management 496 122 1,18 26 815 1,73
2026-02-05 13F Wealth Advisory Team LLC 95 703 5,29 5 145 14,44
2026-04-16 13F GEN Financial Management, INC. 12 527 0,44 677 1,04
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 110 130 7,20 5 953 7,79
2026-04-21 13F Claro Advisors LLC 171 362 9 262
2026-05-14 13F Great West Life Assurance Co /can/ 30 725 7,52 2 0,00
2026-04-29 13F Cambridge Capital Management, Llc 28 480 0,80 1 539 1,38
2026-05-13 13F 49 Wealth Management, Llc 11 014 25,37 595 26,06
2026-05-12 13F Tower Bridge Advisors 19 371 1 047
2026-04-21 13F Mesirow Financial Investment Management, Inc. 234 308 21,69 12 664 22,36
2026-05-11 13F Allianz Se 370 197 6,41 20 009 6,99
2026-04-24 13F My Purposeful Wealth Corp. 14 771 9,60 798 10,22
2026-04-20 13F Apella Capital, LLC 1 959 368 4,05 115 955 14,54
2026-05-08 13F Prime Capital Investment Advisors, LLC 32 505 5,44 1 757 5,97
2026-05-13 13F Dynamic Wealth Strategies, LLC 24 514 3,89 1 325 4,42
2026-04-16 13F Capstone Wealth Management Group LLC 7 981 10,88 431 11,66
2026-05-12 13F Bbr Partners, Llc 14 656 7,25 792 7,90
2026-05-05 13F Sky-mountain Capital Management, Inc. 11 309 3,90 611 −1,29
2026-04-23 13F Fairway Wealth LLC 158 400 1,62 8 562 2,17
2026-06-01 13F Foguth Wealth Management, LLC. 9 510 4,99 569 14,49
2026-05-01 13F Smart Portfolios, LLC 26 208 0,89 1 417 1,43
2026-05-12 13F Voya Financial Advisors, Inc. 43 282 29,12 2 272 26,38
2026-04-13 13F Amplius Wealth Advisors, LLC 3 737 202
2026-04-21 13F Shepherd Street Advisors LLC 33 750 15,53 1 824 16,18
2026-01-29 13F Comerica Bank 1 527 887 39,80 82 139 38,72
2026-04-23 13F Ellenbecker Investment Group 531 819 6,81 28 745 7,39
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 192 044 0,93 10 380 1,48
2026-04-24 13F Stock Yards Bank & Trust Co 31 368 58,60 1 695 59,45
2026-04-01 13F First Financial Bank - Trust Division 6 780 0,10 366 0,55
2026-05-04 13F Principal Financial Group Inc 163 535 5,09 8 839 5,67
2026-04-16 13F Park National Corp /oh/ 61 221 224,76 3 309 226,55
2026-05-15 13F Okabena Investment Services Inc 279 045 4,59 15 082 5,15
2026-05-07 13F Manuka Financial, LLC 57 232 0,02 3 093 0,55
2026-04-15 13F Parsons Capital Management Inc/ri 101 787 3,13 5 502 3,69
2026-05-11 13F Optimist Retirement Group LLC 10 472 6,37 566 6,99
2026-04-23 13F Cornerstone Wealth Management, LLC 60 464 8,21 3 268 8,82
2026-04-28 13F Cohen Investment Advisors LLC 17 291 8,18 935 8,73
2026-05-15 13F Bank Of America Corp /de/ 144 806 250 23,20 7 826 778 23,87
2026-04-13 13F Gill Capital Partners, Llc 41 166 0,98 2 225 1,55
2026-05-13 13F Forthright Family Wealth Advisory LLC 11 814 117,41 493 68,84
2026-05-06 13F Bessemer Group Inc 1 584 300 1,04 86 1,19
2026-04-27 13F Baer Investment Advisory LLC 38 510 2 081
2026-04-24 13F American Institute for Advanced Investment Management, LLP 8 878 64,16 480 65,17
2026-04-29 13F First Interstate Bank 20 496 10,65 1 108 11,26
2026-05-15 13F TCG Advisory Services, LLC 148 122 596,23 8 006 600,35
2026-05-14 13F Vident Advisory, LLC 492 036 170,65 26 595 172,12
2026-05-06 13F Simon Quick Advisors, Llc 658 567 7,24 35 596 7,82
2026-04-07 13F Stonekeep Investments, LLC 153 268 7,32 8 284 118 242,86
2026-05-15 13F Gateway Wealth Partners, LLC 37 129 760,46 2 007 768,40
2026-05-15 13F Sierra Capital LLC 176 780 15,90 10 12,50
2026-05-08 13F Stephens Greth Foundation 446 625 384,04 24 140 386,69
2026-05-13 13F Ameritas Investment Partners, Inc. 256 901 13,19 13 886 13,80
2026-05-15 13F Bridgewater Associates, LP 2 721 740 4,48 147 110 5,04
2026-04-09 13F Freestate Advisors LLC 10 366 7,93 560 8,53
2026-02-13 13F Colony Group, LLC 3 512 625 7,63 188 423 6,51
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 25 564 174,76 1 382 176,20
2026-05-01 13F Granite Bay Wealth Management, LLC 7 158 387
2026-04-30 13F Ramsay, Stattman, Vela & Price, Inc. 29 386 4,53 1 588 5,10
2026-04-13 13F Chesley Taft & Associates LLC 69 296 19,69 3 745 20,34
2026-04-30 13F Nuveen, LLC 1 189 959 19,73 64 317 20,38
2026-04-22 13F BluePath Capital Management, LLC 5 618 304
2026-04-24 13F Brown Financial Advisory 7 990 432
2026-04-09 13F Noble Family Wealth, LLC 38 997 7,85 2 108 8,44
2026-04-07 13F GK Wealth Management LLC 74 749 3 918
2026-04-21 13F J2 Capital Management Inc 21 865 12,06 1 182 12,69
2026-05-01 13F FDx Advisors, Inc. 4 505 1,74 0
2026-05-14 13F Sloy Dahl & Holst, LLC 8 728 6,45 472 7,05
2026-04-21 13F Northern Lights Advisors, Inc. 79 042 1,72 4 272 2,27
2026-04-27 13F Portland Financial Advisors Inc 9 544 1,01 516 1,58
2026-05-14 13F Gamco Investors, Inc. Et Al 73 859 139,89 3 992 141,21
2026-05-04 13F Greenspring Advisors, LLC 47 131 1,26 2 547 1,80
2026-04-08 13F Evanson Asset Management, LLC 52 061 0,65 2 814 1,19
2026-05-15 13F Gould Capital, LLC 131 348 6,46 7 099 7,04
2026-04-17 13F Integrated Capital Management, LLC 62 697 3,68 3 389 4,25
2026-04-07 13F Alpha Omega Wealth Management LLC 11 888 0,02 643 0,63
2026-05-20 13F TrueWealth Financial Partners 265 886 14 371
2026-05-06 13F Greenwood Gearhart Inc 6 512 352
2026-05-12 13F IPG Investment Advisors LLC 6 333 342
2026-04-28 13F Whittier Trust Co 1 177 251 7,19 63 583 4,15
2026-04-08 13F LifeGuide Financial Advisors, LLC 36 518 1,17 1 974 −0,45
2026-05-06 13F Fort Sheridan Advisors Llc 65 142 8,41 3 521 8,98
2026-04-15 13F City Holding Co 49 753 14,74 2 688 15,36
2026-05-07 13F Oak Harbor Wealth Partners, Llc 18 407 42,87 995 43,64
2026-04-29 13F Marino, Stram & Associates Llc 7 393 0,41 400 1,01
2026-05-11 13F Sage Mountain Advisors LLC 6 472 3,60 350 4,18
2026-05-12 13F SGL Investment Advisors, Inc. 15 638 13,05 944 21,81
2026-04-16 13F Waystone Advisors Llc 4 591 248
2026-02-13 13F Nicolet Advisory Services, Llc 12 805 46,26 721 50,63
2026-04-23 13F Brown Miller Wealth Management, LLC 80 217 30,01 4 336 30,73
2026-05-07 13F Forum Finance Group S.A. 3 051 0
2026-05-07 13F Harbor Advisory Corp /ma/ 239 540 2,46 12 947 3,02
2026-04-24 13F Clarity Wealth Advisors, LLC 7 737 5,01 418 5,56
2026-05-15 13F Cape Investment Advisory, Inc. 9 424 4,53 509 5,17
2026-05-18 13F Strategic Investment Advisors / MI 452 200 6,89 24 442 7,47
2026-02-06 13F Global Retirement Partners, LLC 391 859 35,57 21 066 34,52
2026-05-07 13F Sagespring Wealth Partners, Llc 9 024 74,99 488 75,81
2026-05-12 13F Innovative Asset Advisors Group, LLC 100 5
2026-04-29 13F CVA Family Office, LLC 9 042 29,32 489 30,13
2026-05-05 13F LOM Asset Management Ltd 9 565 25,20 517 25,85
2026-05-08 13F Mystic Asset Management, Inc. 6 881 17,00 372 17,41
2026-04-21 13F Sequent Planning LLC 22 387 35,50 1 210 36,26
2026-05-12 13F Vista Cima Wealth Management LLC 37 899 2 048
2026-05-14 13F PlanVest Financial, Inc 44 184 2 388
2026-04-21 13F WealthNavi Inc. 16 101 944 1,54 870 2,11
2026-05-13 13F Federation des caisses Desjardins du Quebec 42 339 0,66 2 288 1,19
2026-05-15 13F Evercore Wealth Management, LLC 208 764 46,93 11 284 47,72
2026-04-16 13F Clark Asset Management, LLC 1 053 450 10,03 56 939 10,62
2026-05-13 13F 1620 Investment Advisors, Inc. 187 10
2026-02-17 13F Stark Wealth Management LLC 35 468 1 562
2026-04-17 13F Sovereign Financial Group, Inc. 234 069 8,83 12 651 9,42
2026-05-15 13F Carret Asset Management, Llc 27 799 0,91 1 503 1,42
2026-04-15 13F Cypress Financial Planning Llc 190 806 1,55 10 313 2,02
2026-05-05 13F Valtinson Bruner Financial Planning LLC 5 703 308
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 282 811 1,28 15 286 1,83
2026-04-23 13F DiPaolo Financial Group, Inc. 130 276 18,72 7 041 19,36
2026-05-15 13F Integrated Wealth Concepts LLC 985 324 26,63 53 257 27,31
2026-05-11 13F Madden Advisory Services, Inc. 23 617 4,30 1 276 4,85
2026-04-15 13F Verum Partners LLC 45 203 4,11 2 443 4,67
2026-04-14 13F Peak Wealth Management LLC 4 073 220
2026-05-01 13F Mutual Advisors, LLC 601 281 6,00 32 499 6,57
2026-05-08 13F Walleye Trading LLC Put 21 300 1 320,00 1 151 1 338,75
2026-04-29 13F Garde Capital, Inc. 524 563 1,25 28 353 1,80
2026-04-30 13F Money Concepts Capital Corp 209 059 3,80 11 300 4,36
2026-04-22 13F My Personal CFO, LLC 24 647 0,17 1 332 0,76
2026-05-13 13F Archetype Wealth Partners 2 886 0
2026-01-16 13F Trust Co Of Vermont 127 358 18,57 6 847 17,65
2026-05-12 13F Red Reef Advisors Llc 13 341 13,89 721 14,63
2026-04-23 13F Oppenheimer & Co Inc 306 744 24,38 16 580 25,06
2026-05-13 13F BlackRock, Inc. 4 507 896 2,19 243 652 2,74
2026-04-23 13F Kagan Cocozza Asset Management 97 244 14,06 5 256 14,68
2026-04-27 13F Mount Yale Investment Advisors, LLC 28 401 309,53 1 535 312,63
2026-04-10 13F Green Ridge Wealth Planning LLC 46 157 5,14 2 495 5,68
2026-04-22 13F Sendero Wealth Management, LLC 9 902 4,19 535 4,90
2026-04-21 13F Encompass Wealth Advisors, Llc 27 557 1,29 1 489 1,85
2026-05-07 13F Basepoint Wealth LLC 4 343 27,70 235 28,57
2026-05-15 13F Transamerica Financial Advisors, Inc. 16 597 56,56 897 57,64
2026-05-04 13F Nwam Llc 95 891 6,46 5 183 2,76
2026-05-13 13F Adviser Investments LLC 4 518 470 7,97 244 223 8,55
2026-04-16 13F CWC Advisors, LLC. 21 314 3,57 1 152 4,16
2026-05-11 13F Fiduciary Group LLC 164 762 2,44 8 905 2,98
2026-05-14 13F Dynasty Wealth Management, Llc 60 246 1,47 3 256 2,01
2026-05-13 13F Aureus Asset Management, LLC 71 963 19,43 3 890 20,07
2026-04-14 13F BSW Wealth Partners 49 228 0,56 2 661 1,10
2026-05-15 13F Advisory Services Network, LLC 252 200 5,22 13 631 5,79
2026-04-29 13F Nicholas Hoffman & Company, LLC. 6 630 184 0,30 358 361 0,84
2026-05-11 13F Clarendon Private LLC 7 609 21,57 411 22,32
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 33 979 5,85 2 004 16,17
2026-05-14 13F Northern Trust Corp 50 333 913 6,44 2 720 548 7,01
2026-04-21 13F BCS Private Wealth Management, Inc. 4 072 220
2026-05-15 13F Zuckerman Investment Group, LLC 533 970 3,15 28 861 3,71
2026-05-14 13F Evoke Wealth, Llc 1 885 136 10,78 101 892 11,37
2026-03-04 13F Henson-Edgewater Management, LLC 96 251 5 174
2026-05-13 13F Natixis Advisors, L.p. 417 140 9,11 23 10,00
2026-05-04 13F WJ Financial Advisors LLC 4 804 260
2026-04-24 13F Petros Family Wealth, LLC 58 054 3,76 3 138 4,32
2026-05-13 13F Strategic Financial Concepts, LLC 4 912 275
2026-05-15 13F Note Advisors, LLC 10 647 7,53 575 3,60
2026-05-05 13F Clear Harbor Asset Management, LLC 80 046 77,77 4 327 78,76
2026-05-06 13F North Star Asset Management Inc 141 570 8,79 7 652 9,36
2026-05-12 13F Rsm Us Wealth Management Llc 3 243 897 11,07 175 330 11,57
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 50 3
2026-05-11 13F Vantagepoint Investment Advisers Llc 2 740 660 21,26 148 133 21,92
2026-05-07 13F Florida Financial Advisors, Llc 5 525 299
2026-04-03 13F Ridgewood Investments LLC 8 457 39,79 457 39,76
2026-05-06 13F Angeles Wealth Management, Llc 68 488 0,24 3 702 0,76
2026-04-06 13F Private Client Services, Llc 195 338 3,02 10 558 3,58
2026-04-29 13F Duncker Streett & Co Inc 11 052 24,39 597 25,16
2026-05-07 13F Lowe Brockenbrough & Co Inc 105 961 0,79 5 727 1,34
2026-05-15 13F JT Stratford LLC 29 207 11,29 1 579 11,91
2026-05-08 13F LaSalle St. Investment Advisors, LLC 21 416 57,37 1 158
2026-05-15 13F Tradition Wealth Management, LLC 12 053 1,71 651 2,20
2026-05-13 13F Monetary Management Group Inc 1 250 68
2026-05-08 13F Roundview Capital LLC 155 467 18,83 8 403 19,48
2026-05-08 13F Cornerstone Financial Management LLC 25 773 8,42 1 393 9,08
2026-04-27 13F Beacon Financial Advisory LLC 18 448 4,81 997 5,39
2026-04-27 13F AMG Asset Management Group, Inc. 4 719 255
2026-04-27 13F Sound Income Strategies, LLC 10 155 20,12 550 16,28
2026-04-27 13F Soltis Investment Advisors LLC 197 406 9,58 10 670 10,17
2026-04-17 13F High Net Worth Advisory Group LLC 18 113 3,49 979 4,15
2026-05-01 13F Harwood Advisory Group, LLC 600 383,87 32 433,33
2026-05-11 13F Financial Perspectives, Inc 8 632 1,65 467 2,19
2026-04-21 13F Hudson Oak Wealth Advisory LLC 74 285 1,40 4 015 1,96
2026-05-12 13F First Western Trust Bank 75 749 903,56 4 094 910,86
2026-04-07 13F Abacus Planning Group, Inc. 158 465 0,50 8 565 1,05
2026-05-12 13F Awm Capital, Llc 27 903 1 508
2026-05-15 13F Chilton Investment Co Llc 38 521 74,25 2 082 75,25
2026-03-09 13F Lifetime Wealth Management P.C. 8 272
2026-04-28 13F Whittier Trust Co Of Nevada Inc 1 161 279 3,77 62 721 0,82
2026-04-20 13F Global Financial Private Client, LLC 36 279 4,03 1 961 4,59
2026-04-24 13F Peoples Bank /oh 28 825 1 558
2026-04-09 13F Mechanics Bank Trust Department 102 921 144,02 5 563 145,35
2026-04-28 13F Belpointe Asset Management LLC 44 608 4,19 2 411 4,78
2026-04-23 13F Fairman Group, LLC 5 043 1,78 273 2,26
2026-04-10 13F Prosperity Planning, Inc. 16 497 9,24 892 9,86
2026-05-01 13F/A Custom Index Systems, Llc 36 651 56,74 1 981 57,52
2026-04-21 13F Northeast Investment Management 203 117 8,24 10 978 8,83
2026-04-23 13F Prosperity Advisers, LLC 136 232 7,37 7 363 7,95
2026-05-13 13F Argent Trust Co 222 493 167,82 12 026 169,26
2026-02-17 13F Running Point Capital Advisors, LLC 58 127 0,46 3 125 −0,32
2026-04-15 13F Seacrest Wealth Management, Llc 9 827 33,48 531 30,79
2026-04-28 13F Retirement Financial Solutions, Llc 300 115 2,47 16 221 3,03
2026-04-27 13F Integrity Wealth Partners, LLC 3 804 206
2026-04-24 13F Sage Investment Counsel LLC 8 389 0,83 453 1,34
2026-05-04 13F Brickley Wealth Management 58 642 0,45 3 170 0,99
2026-05-05 13F Eukles Asset Management 17 197 4,17 929 4,74
2026-05-14 13F Panagora Asset Management Inc 151 087 8 166
2026-04-27 13F S.A. Mason LLC 8 078 71,14 437 72,33
2026-04-28 13F DGS Capital Management, LLC 21 014 32,12 1 136 32,75
2026-04-06 13F Washington Trust Advisors, Inc. 17 733 4,54 958 5,16
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 46 495 7,63 2 513 8,23
2026-05-11 13F Seeds Investor Llc 19 536 1 133
2026-04-29 13F Sunrise Financial Services, LLC 1 108 42,97 60 43,90
2026-05-11 13F Becker Capital Management Inc 100 099 2,85 5 410 3,40
2026-04-13 13F Bourgeon Capital Management Llc 6 198 335
2026-05-11 13F OpenArc Corporate Advisory, LLC 488 946 165,09 26 428 166,54
2026-05-08 13F Stelac Advisory Services LLC 7 770 420
2026-04-20 13F Keudell/Morrison Wealth Management 21 225 3,18 1 147 3,80
2026-04-09 13F Brown Wealth Management, Llc 168 380 43,33 9 101 44,10
2026-04-21 13F Nemes Rush Group LLC 719 12,70 39 11,76
2026-04-21 13F Maltin Wealth Management, Inc. 104 413 11,32 5 644 11,92
2026-05-01 13F Hantz Financial Services, Inc. 27 814 11,56 2 0,00
2026-05-07 13F Next Capital Management LLC 10 720 7,76 579 8,43
2026-05-11 13F Wealth Management Strategies, Inc. 85 528 6,37 4 623 6,94
2026-04-28 13F Life Planning Partners, Inc 50 185 1,36 2 713 1,92
2026-05-12 13F Atlantic Union Bankshares Corp 207 742 0,55 11 228 1,10
2026-04-30 13F ETF Store, Inc. 9 852 3,96 533 4,52
2026-05-08 13F Strategic Financial Services, Inc, 15 550 18,50 840 11,85
2026-05-18 13F Vestwell Advisors, LLC 3 639 12,95
2026-04-30 13F Forza Wealth Management, LLC 8 424 0,32 455 0,89
2026-05-15 13F Fmr Llc 1 916 890 4,95 103 608 5,51
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 20 042 115,14 1 083 101,68
2026-05-12 13F Bank of Jackson Hole Trust 16 418 6,46 887 7,00
2026-04-13 13F Affinity Capital Advisors, LLC 15 022 0,41 812 0,87
2026-04-15 13F PW Nova Financial Services LLC 6 044 21,63 327 19,41
2026-05-07 13F Dravo Bay Llc 128 137 1,19 6 926 1,73
2026-05-12 13F TIAA Wealth Investment Management LLC 9 645 506
2026-04-22 13F Lam Group, Inc. 16 897 12,61 913 13,28
2026-04-20 13F Segment Wealth Management, LLC 6 160 333
2026-04-28 13F GM Advisory Group, Inc. 9 031 120,11 488 121,82
2026-04-14 13F GoalFusion Wealth Management, LLC 107 568 2,56 5 814 3,12
2026-04-29 13F Mondrian Investment Partners LTD 3 194 57,34 173 57,80
2026-05-15 13F Obsido Oy 194 118 7,98 10 492 8,57
2026-04-14 13F Baldwin Brothers Inc/ma 19 719 5,60 1 066 6,18
2026-05-15 13F/A Arrowroot Family Office, LLC 191 869 35,70 10 371 36,45
2026-05-11 13F Wells Fargo & Company/mn Put 549 500 65,26 29 700 66,15
2026-04-28 13F BLB&B Advisors, LLC 2 722 137 3,02 147 131 3,58
2026-04-22 13F Capital Management Associates, Inc 13 367 1,63 722 2,12
2026-04-08 13F Wealthspan Partners, Llc 13 440 5,74 726 6,30
2026-04-24 13F Private Advisor Group, LLC 762 658 5,16 41 222 5,73
2026-05-14 13F Battery Global Advisors, LLC 167 405 3 583,28 9 048 840,54
2026-05-04 13F Wsfs Capital Management, Llc 91 409 6,10 4 941 6,67
2026-04-23 13F Summit Wealth Group Llc / Co 30 177 41,74 1 631 42,57
2026-05-14 13F Legacy Bridge, LLC 22 196 15,86 1 200 16,52
2026-04-22 13F Aureum Wealth Management, LLC 18 028 7,53 974 8,10
2026-05-11 13F Empire Life Investments Inc. 3 663 199
2026-04-22 13F Arcadia Investment Management Corp/mi 12 761 1,03 690 1,47
2026-05-12 13F GGM Financials LLC 173 9
2026-04-21 13F LCM Capital Management Inc 7 427 1,82 401 2,30
2026-05-18 13F Centaurus Financial, Inc. 33 060 11,28 2 0,00
2026-05-15 13F Advisor Group Holdings, Inc. 2 898 438 5,17 156 709 5,73
2026-05-14 13F Plum Street Advisors, LLC 16 343 1,06 883 1,61
2026-05-13 13F NFP Retirement, Inc. 265 869 9,20 14 370 9,79
2026-05-07 13F Titan Global Capital Management Usa Llc 207 709 12,98 11 227 13,59
2026-05-14 13F Dorsey & Whitney Trust CO LLC 130 554 1,06 7 056 1,61
2026-04-08 13F Prospera Capital Management, LLC 5 624 4,65 304 5,21
2026-05-13 13F Ubs Asset Management Americas Inc 280 958 347,28 15 186 349,79
2026-04-22 13F Krm Wealth Management L.l.c. 79 047 13,41 4 272 14,01
2026-04-13 13F Lake Street Financial Llc 35 194 50,20 1 902 51,07
2026-04-27 13F Latitude Advisors, LLC 5 254 0,08 284 0,35
2026-05-15 13F Quadrature Capital Ltd 18 669 1 009
2026-05-01 13F BKD Wealth Advisors, LLC 173 062 0,30 9 354 0,84
2026-04-21 13F E&G Advisors, LP 77 470 1,82 4 185 2,37
2026-05-13 13F Balanced Rock Investment Advisor 9 689 2,66 524 3,16
2026-05-15 13F Cresset Asset Management, LLC 1 591 587 9,16 86 025 9,75
2026-05-06 13F Sound View Wealth Advisors Group, LLC 22 007 0,79 1 189 1,36
2026-05-08 13F Payne Capital Management, LLC 415 003 3,31 22 431 3,86
2026-04-15 13F Hengehold Capital Management Llc 4 242 10,33 229 11,17
2026-04-15 13F Rs Crum Inc. 37 226 2,20 2 012 2,76
2026-05-11 13F Newport Capital Group, LLC 75 409 2,92 4 076 3,48
2026-04-27 13F FF Advisors,LLC 209 457 5,25 12 132 13,38
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 5 710 1,17 309 1,65
2026-04-30 13F SkyOak Wealth, LLC 116 987 4,11 6 323 4,69
2026-05-13 13F Garden State Investment Advisory Services LLC 57 846 0,49 3 131 1,03
2026-05-01 13F Fifth Third Bancorp 2 941 703 67,74 158 999 68,65
2026-05-14 13F Standard Family Office LLC 199 747 9,92 10 796 10,51
2026-04-03 13F Global Wealth Strategies & Associates 108 862 7 720,55 5 884 7 850,00
2026-04-29 13F Ascent Advisors, LLC 59 844 5 640
2026-05-15 13F Susquehanna International Group, Llp Call 325 900 49,70 17 615 50,51
2026-05-15 13F Greenline Partners, LLC 447 428 0,00 24 183 0,54
2026-05-15 13F Susquehanna International Group, Llp Put 54 100 35,93 2 924 36,70
2026-05-14 13F Sand Hill Global Advisors, LLC 3 228 121 2,97 174 480 3,53
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 84 927 25,94 4 546 25,68
2026-05-15 13F Armis Advisers, LLC 18 521 7,81 1 110 23,06
2026-05-15 13F Quantitative Investment Management, LLC 78 358 40,09 4 33,33
2026-05-04 13F 1st Source Bank 88 597 10,35 4 789 10,94
2026-05-13 13F Trustco Bank Corp N Y 3 862 209
2026-05-14 13F Aspen Grove Capital, LLC 71 109 0,14 3 844 0,68
2026-04-10 13F Charles Schwab Trust Co 186 864 2,91 10 100 3,46
2026-05-15 13F Vista Investment Management 56 872 0,65 3 074 1,19
2026-05-13 13F Private Wealth Advisors, LLC 117 921 37,91 6 374 38,66
2026-04-30 13F GreatBanc Trust CO 33 847 0,66 1 829 1,22
2026-04-30 13F Whipplewood Advisors, LLC 31 429 6,22 1 699 6,79
2026-05-05 13F Haven Private, LLC 4 269 231
2026-04-15 13F Retirement Investment Advisors, Inc. 26 427 0,11 1 421 0,07
2026-04-09 13F Wedmont Private Capital 3 280 863 8,38 185 369 10,83
2026-04-21 13F Mayfair Advisory Group, LLC 8 382 0,62 453 −0,88
2026-01-30 13F Caldwell Securities, Inc 3 856 1,18 207 0,49
2026-04-14 13F Approach Retirement Advisors, LLC 7 624 6,05 412 6,74
2026-04-29 13F BEAM Asset Management, LLC 21 977 1 188
2026-05-14 13F/A Leo H. Evart, Inc. 542 29
2026-05-06 13F VSM Wealth Advisory, LLC 64 742 1,22 3 499 1,80
2026-05-15 13F Vawter Financial, Ltd. 8 516 0,35 460 0,88
2026-04-14 13F Plancorp, LLC 149 788 5,95 8 500 11,84
2026-04-17 13F RFG Advisory, LLC 161 451 17,86 8 726 18,50
2026-05-01 13F Global Assets Advisory, LLC 31 096 14,55 1 681 15,15
2026-05-14 13F Novak & Powell Financial Services, Inc. 32 055 2,46 1 733 3,03
2026-04-14 13F Patriot Investment Management Inc. 924 655 0,64 49 978 1,18
2026-04-30 13F Graetz Wealth LLC 83 454 3,83 4 511 4,40
2026-05-11 13F Sidoxia Capital Management, LLC 17 055 922
2026-04-15 13F Horizon Financial Services, Llc 48 3
2026-05-07 13F JMG Financial Group, Ltd. 2 930 327 1,67 158 384 2,22
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