IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF - Institutionellt ägande - Säljare

iShares, Inc. - iShares Core MSCI Emerging Markets ETF
US ˙ ARCA ˙ US46434G1031

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2026-05-15 13F IHT Wealth Management, LLC 41 260 −22,53 2 878 −19,64
2026-04-13 13F 5T Wealth, LLC 60 214 −20,71 4 200 −17,72
2026-05-04 13F One Wealth Capital Management, Llc 100 363 −13,10 7 755 −0,10
2026-05-14 13F Strategic Financial Planning, Inc. 5 107 −82,53 635 −67,72
2026-05-14 13F Pembroke Management, LTD 55 461 −1,73 3 868 1,98
2026-05-11 13F Jordan Park Group LLC 6 808 959 −0,26 472 931 3,06
2026-05-12 13F Focused Alpha, Llc 7 823 −6,94 546 −3,54
2026-05-07 13F Vision Retirement, LLC 20 020 −6,79 1 396 −3,26
2026-05-15 13F Variant Private Wealth, LLC 30 135 −0,00 2 102 3,75
2026-05-08 13F Banco Santander, S.A. 64 376 −30,20 4 490 −27,57
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 5 667 −6,50 395 −2,95
2026-05-04 13F Element Wealth, LLC 65 116 −2,26 4 542 1,41
2026-05-04 13F Stirlingshire Investments, Inc. 7 295 −9,49 509 −6,10
2026-04-15 13F Generali Investments CEE, investicni spolecnost, a.s. 0 −100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 288 440 −5,99 20 119 −2,45
2026-04-20 13F Jfs Wealth Advisors, Llc 322 818 −0,31 22 517 3,44
2026-04-23 13F SevenBridge Financial Group, LLC 0 −100,00 0
2026-04-10 13F Centurion Wealth Management LLC 88 990 −5,93 6 207 −2,37
2026-05-05 13F BCGM Wealth Management, LLC 110 347 −35,89 7 697 −33,48
2026-05-14 13F Prudential Plc 0 −100,00 0
2026-05-14 13F Johnson Financial Group, LLC 4 527 −18,00 316 −15,09
2026-04-28 13F Astoria Portfolio Advisors LLC. 169 267 −19,71 13 206 −17,18
2026-05-15 13F Silver Grove Financial Group, Inc. 281 −94,81 20 −94,68
2026-05-15 13F Rehmann Capital Advisory Group 283 937 −0,13 19 803 3,04
2026-04-27 13F JB Capital LLC 1 871 663 −15,67 130 549 −12,50
2026-05-12 13F BlackDiamond Wealth Management Inc. 9 997 −45,98 697 −49,24
2026-04-08 13F Mma Asset Management Llc 51 416 −26,99 3 586 −24,23
2026-05-12 13F Bnp Paribas Arbitrage, Sa 72 −28,71 5 −16,67
2026-04-13 13F Hudson Capital Management LLC 5 585 −95,60 390 −95,44
2026-04-30 13F Beacon Financial Group 4 228 −47,91 295 −46,06
2026-02-12 13F FineMark National Bank & Trust 12 435 −6,46 836 −4,68
2026-04-07 13F Hobart Private Capital, LLC 0 −100,00 0
2026-05-12 13F WESCAP Management Group, Inc. 40 705 −2,75 2 839 0,92
2026-04-09 13F Acropolis Investment Management, LLC 151 521 −1,57 10 569 2,14
2026-04-22 13F TBH Global Asset Management, LLC 35 788 −33,53 2 497 −31,00
2026-05-15 13F MGO Private Wealth, LLC 5 765 −79,75 402 −79,00
2026-05-07 13F Hollencrest Capital Management 52 048 −2,83 3 630 0,83
2026-01-12 13F Kopp Family Office, LLC 0 −100,00 0
2026-04-16 13F Triad Wealth Partners, LLC 333 512 −19,30 23 262 −16,26
2026-05-01 13F Slagle Financial, LLC 5 246 −12,48 366 −9,20
2026-05-08 13F Guidance Capital, Inc 227 066 −0,56 18 199 10,76
2026-04-06 13F Highline Wealth Partners Llc 86 768 −9,25 6 052 −5,82
2026-05-04 13F Wealthgarden F.s. Llc 12 548 −0,31 875 −4,16
2026-05-11 13F Elevation Wealth Management LLC 10 921 −11,25 762 −7,98
2026-04-17 13F/A Founders Financial Securities Llc 178 641 −0,19 13 209 9,78
2026-05-04 13F Mml Investors Services, Llc 6 222 866 −14,65 434 045 −11,44
2026-01-30 13F BancorpSouth Bank 0 −100,00 0
2026-05-15 13F Magnolia Capital Advisors Llc 31 611 −13,73 2 205 −10,52
2026-05-11 13F Convergence Financial, LLC 83 111 −13,81 5 797 −10,57
2026-05-04 13F Barrett & Company, Inc. 2 727 −1,05 190 2,70
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 83 151 −31,63 5 800 −29,06
2026-04-22 13F Aspire Private Capital, LLC 18 302 −9,58 1 277 −6,18
2026-02-02 13F Heritage Financial Services, LLC 49 274 −10,80 3 312 −9,04
2026-04-15 13F Client 1st Advisory Group, Llc 21 067 −0,44 1 469 3,31
2026-05-01 13F Wilian Securities, LLC 3 573 −2,43 249 1,22
2026-06-03 13F DBK Financial Counsel, LLC 11 211 −11,35 782 −8,12
2026-05-05 13F Collaborative Wealth Managment Inc. 4 914 −27,54 343 −24,84
2026-05-05 13F Legacy Advisors, LLC 0 −100,00 0
2026-01-16 13F Hopwood Financial Services, Inc. 0 −100,00 0
2026-01-29 13F Advantage Trust Co 0 −100,00 0
2026-02-06 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-05-12 13F Laurel Wealth Advisors LLC 0 −100,00 0
2026-05-12 13F Resurgent Financial Advisors LLC 8 382 −48,76 585 −46,86
2026-05-18 13F Arkadios Wealth Advisors 145 191 −0,00 10 127 3,76
2026-04-28 13F Tempus Wealth Planning, LLC 12 207 −24,12 851 −21,28
2026-04-20 13F Davidson Trust Co 12 469 −0,69 870 3,08
2026-04-30 13F Paladin Advisory Group, LLC 3 376 −30,39 235 −27,91
2026-04-27 13F Keyes, Stange & Wooten Wealth Management, LLC 16 418 −2,92 1 145 0,79
2026-04-20 13F MBA Advisors LLC 7 349 −0,05 513 3,64
2026-05-13 13F B&D White Capital Company, LLC 24 447 −1,58 1 705 2,16
2026-04-13 13F Robinhood Asset Management, LLC 7 262 −13,15 507 −9,96
2026-04-15 13F Founders Grove Wealth Partners, Llc 35 098 −1,91 2 448 1,79
2026-04-10 13F/A WLTH Capital Management, LLC 161 916 −0,38 11 294 −7,32
2026-04-22 13F JNBA Financial Advisors 13 361 −0,47 932 3,22
2026-04-22 13F tru Independence LLC 11 325 −15,18 790 −12,04
2026-05-13 13F Graybill Bartz & Assoc Ltd 145 082 −0,12 10 119 3,65
2026-04-30 13F Beirne Wealth Consulting Services, LLC 144 793 −6,20 10 101 −2,67
2026-04-27 13F Qrg Capital Management, Inc. 37 502 −1,52 2 616 2,19
2026-04-17 13F Monticello Wealth Management, Llc 28 159 −3,77 1 964 −0,10
2026-04-27 13F Arcadia Wealth Management, LLC 21 730 −9,68 1 516 −6,31
2026-01-14 13F BFI Infinity Ltd. Put 0 −100,00 0 −100,00
2026-04-09 13F Pacifica Partners Inc. 3 913 −15,56 273 −14,73
2026-05-15 13F United Capital Financial Advisers, Llc 3 609 503 −5,54 251 763 −1,98
2026-04-22 13F MN Wealth Advisors, LLC 0 −100,00 0
2026-05-15 13F SIH Partners, LLLP 0 −100,00 0
2026-05-11 13F Canopy Partners, LLC 70 679 −1,46 4 930 2,24
2026-05-15 13F Turim 21 Investimentos Ltda. 6 891 −96,84 481 −96,73
2026-04-21 13F Grimes & Company, Inc. 2 520 224 −0,99 175 786 2,74
2026-04-21 13F Foster & Motley Inc 4 972 −12,59 0
2026-04-23 13F Foundry Financial Group, Inc. 70 907 −3,12 4 946 0,53
2026-05-07 13F Centerpoint Advisors, LLC 711 −5,20 0
2026-04-29 13F Garner Asset Management Corp 0 −100,00 0
2026-04-09 13F Peterson Wealth Advisors, LLC 8 257 −0,71 576 2,86
2026-04-29 13F Navalign, LLC 0 −100,00 0
2026-05-14 13F Missouri Trust & Investment Co 145 164 −2,53 10 125 1,15
2026-04-22 13F Traveka Wealth, LLC 44 463 −0,61 3 101 3,13
2026-05-01 13F Martel Wealth Advisors Inc 137 007 −6,09 9 556 −2,55
2026-04-15 13F Midwest Heritage Bank, FSB 0 −100,00 0
2026-05-14 13F Hilltop Holdings Inc. 11 871 −44,99 828 −42,90
2026-04-21 13F Everpar Advisors Llc 0 −100,00 0
2026-05-11 13F Citigroup Inc 5 194 737 −10,01 362 333 −6,63
2026-05-11 13F Shepherd Financial Partners LLC 538 869 −7,54 37 586 −4,06
2026-04-21 13F Patton Albertson Miller Group, Llc 19 090 −1,56 1 332 2,15
2026-02-12 13F Litman Gregory Asset Management LLC 670 474 −3,67 45 069 −1,77
2026-04-17 13F Capital Wealth Management, Llc 5 318 −9,67 371 −6,33
2026-05-11 13F Kestra Investment Management, LLC 0 −100,00 0
2026-04-27 13F NorthLanding Financial Partners, LLC 66 247 −5,43 4 621 −1,87
2026-04-29 13F WPG Advisers, LLC 6 464 −0,95 451 2,74
2026-05-13 13F Invst, LLC 215 308 −9,16 15 018 −5,74
2026-05-08 13F Maia Wealth LLC 120 555 −16,85 8 409 −22,31
2026-05-12 13F Alerus Financial Na 24 −64,18 2 −75,00
2026-04-07 13F Carolina Wealth Advisors, LLC 0 −100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 133 384 −3,57 9 304 0,06
2026-04-23 13F St. Clair Advisors, LLC 308 187 −4,44 21 496 −0,83
2026-04-29 13F Invested Advisors 14 118 −0,84 985 2,82
2026-05-07 13F Fedenia Advisers LLC 11 888 −55,48 829 −53,79
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 2 262 667 −0,39 157 821 3,36
2026-05-05 13F Quartz Partners, LLC 29 752 −9,95 2 075 −6,57
2026-05-14 13F Spectrum Strategic Capital Management, LLC 3 532 −11,59 246 −8,21
2026-02-12 13F von Borstel & Associates, Inc. 0 −100,00 0
2026-04-27 13F BIP Wealth, LLC 16 648 −9,15 1 161 −5,69
2026-02-11 13F MidWestOne Financial Group, Inc. 46 988 −3,74 3 159 −1,83
2026-04-09 13F Lantz Financial LLC 89 282 −2,66 6 227 1,01
2026-04-13 13F ONE Advisory Partners, LLC 27 622 −16,87 1 927 −13,75
2026-04-23 13F Howard Bailey Securities, Llc 97 693 −0,81 6 814 2,93
2026-04-27 13F Commonwealth Equity Services, Llc 0 −100,00 0 −100,00
2026-03-19 13F Painted Porch Advisors LLC 0 −100,00 0
2026-04-13 13F BFI Infinity Ltd. 8 745 −11,15 610 −7,87
2026-04-30 13F Sequoia Financial Advisors, LLC 113 506 −2,66 7 917 1,01
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-04-16 13F SG Americas Securities, LLC 0 −100,00 0
2026-04-16 13F Connective Portfolio Management, LLC 0 −100,00 0
2026-05-14 13F Diversified Enterprises, LLC 53 571 −3,24 3 737 0,40
2026-04-13 13F Foster Group, Inc. 466 690 −1,98 32 552 1,71
2026-04-16 13F BlueSky Wealth Advisors, LLC 23 162 −18,58 1 616 −15,53
2026-05-01 13F Beverly Hills Private Wealth, LLC 5 602 −11,02 391 −7,80
2026-04-21 13F BCU Wealth Advisors, LLC 43 874 −6,80 3 060 −3,29
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 51 740 −47,82 3 609 −45,87
2026-04-16 13F Consolidated Planning Corp 0 −100,00 0
2026-05-13 13F Clearbridge Investments, LLC 20 260 −19,34 1 413 −16,29
2026-05-07 13F Dakota Wealth Management 3 058 −13,17 213 −9,75
2026-05-07 13F Tacita Capital Inc 77 946 −3,84 5 437 −0,22
2026-05-13 13F ETF Portfolio Partners, Inc. 0 −100,00 0
2026-01-30 13F First Citizens Investor Services, Inc. 103 425 −2,16 6 952 −0,23
2026-05-12 13F Cascade Financial Partners, LLC 233 107 −4,24 16 259 −0,63
2026-04-22 13F Networth Advisors, LLC 10 028 −7,69 699 −4,25
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-05-15 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-02-06 13F Eqis Capital Management, Inc. 0 −100,00 0
2026-05-12 13F Clark Wealth Partners 1 143 −9,21 80 −5,95
2026-02-13 13F Manufacturers Life Insurance Company, The 0 −100,00 0
2026-05-07 13F MONECO Advisors, LLC 13 987 −10,22 976 −6,88
2026-05-11 13F Camden Capital, LLC 13 206 −15,89 921 −12,70
2026-04-24 13F Balentine LLC 2 173 077 −1,62 151 572 2,09
2026-05-15 13F Lazard Asset Management Llc 146 811 −12,26 10 240 −8,95
2026-04-27 13F Burford Brothers, Inc. 4 181 −48,86 292 −46,99
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 10 891 −19,82 760 −16,87
2026-05-12 13F Prism Planning Partners LLC 4 481 −0,55 313 3,31
2026-05-12 13F Marion Wealth Management 276 560 −9,22 19 290 −12,54
2026-05-08 13F Minot DeBlois Advisors LLC 63 933 −1,20 4 459 2,53
2026-05-09 13F MSH Capital Advisors LLC 24 965 −18,96 1 741 −15,89
2026-05-13 13F BCJ Capital Management, LLC 556 491 −12,58 38 815 −9,29
2026-04-28 13F Raleigh Capital Management Inc. 32 425 −10,51 2 262 −7,15
2026-05-11 13F Stonebrook Private Inc. 70 163 −73,70 4 894 −72,71
2026-04-17 13F Nova R Wealth, Inc. 60 070 −3,31 4 190 0,31
2026-04-21 13F Quad-Cities Investment Group, LLC 3 976 −6,69 277 −3,15
2026-04-29 13F CVA Family Office, LLC 10 441 −0,97 728 2,82
2026-04-23 13F Willis Johnson & Associates, Inc. 73 570 −5,06 5 131 −1,50
2026-04-15 13F Merit Financial Group, LLC 1 878 466 −27,33 131 023 −24,59
2026-05-16 13F Guardian Partners Inc. 0 −100,00 0
2026-05-16 13F Opal Capital Llc 0 −100,00 0
2026-04-21 13F Family Wealth Group, LLC 61 594 −14,56 4 296 −11,33
2026-04-29 13F American Wealth Advisors, LLC 0 −100,00 0
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 806 −27,52 56 −24,32
2026-05-11 13F Salomon & Ludwin, LLC 111 871 −2,82 7 782 −3,02
2026-04-08 13F Heritage Family Offices, LLP 26 630 −6,44 1 857 −2,93
2026-04-15 13F Cranbrook Wealth Management, LLC 60 139 −2,22 4 195 1,45
2026-04-21 13F Decker Retirement Planning Inc. 5 945 −0,45 415 3,24
2026-04-21 13F J.E. Simmons & Co., P.C. 7 102 −14,27 495 −10,97
2026-05-13 13F Tiemann Investment Advisors, Llc 17 893 −0,94 1 248 2,80
2026-04-15 13F NorthAvenue LLC 4 155 −0,76 290 2,85
2026-04-17 13F Essex Savings Bank 16 766 −2,00 1 169 1,74
2026-05-12 13F Thoroughbred Financial Services, Llc 5 945 −1,10 0
2026-05-14 13F Seven Post Investment Office LP 7 324 −0,20 511 3,45
2026-04-29 13F Horst & Graben Wealth Management LLC 57 611 −82,30 4 495 −79,46
2026-04-16 13F CogentBlue Wealth Advisors, LLC 21 348 −4,88 1 489 −1,33
2026-04-27 13F Meredith Wealth Planning 5 593 −2,00 390 1,83
2026-04-09 13F Victrix Investment Advisors 11 556 −0,34 806 3,47
2026-04-28 13F Core Wealth Advisors, Llc 111 787 −10,85 7 797 −7,49
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 16 760 −7,04 1 169 −3,47
2026-05-06 13F World Equity Group, Inc. 15 781 −8,75 1 101 −5,34
2026-04-28 13F Walkner Condon Financial Advisors LLC 15 776 −3,17 1 100 0,46
2026-05-11 13F Wealth Dimensions Group, Ltd. 41 716 −4,49 2 910 −0,89
2026-05-21 13F BankChampaign, National Association 0 −100,00 0 −100,00
2026-04-16 13F Klaas Financial Asset Advisors, LLC 23 667 −77,12 1 651 −76,27
2026-04-23 13F Fortune Financial Group, Inc. 0 −100,00 0
2026-05-14 13F SlateStone Wealth, LLC 46 029 −0,77 3 0,00
2026-05-15 13F Nepc Llc 183 588 −1,17 12 805 2,55
2026-05-06 13F Private Wealth Asset Management, LLC 864 758 −6,20 60 317 −2,67
2026-05-15 13F Larson Financial Group LLC 27 886 −9,19 1 945 −5,77
2026-04-28 13F Goldstein Advisors, LLC 19 947 −11,68 1 391 −8,37
2026-05-14 13F Bank Of Nova Scotia 0 −100,00 0
2026-04-10 13F Impact Capital Partners LLC 4 413 −17,65 308 −14,72
2026-04-30 13F Accredited Investors Inc. 0 −100,00 0
2026-05-12 13F Index Fund Advisors, Inc. 9 454 −0,10 659 3,62
2026-05-15 13F Laird Norton Trust Company, Llc 97 618 −0,02 6 809 3,73
2026-04-06 13F CX Institutional 16 690 −6,10 1 0,00
2026-05-07 13F TCTC Holdings, LLC 0 −100,00 0
2026-05-13 13F Cynosure Management, Llc 8 067 −9,63 563 −6,33
2026-04-15 13F Motive Wealth Advisors 50 777 −2,10 3 542 1,58
2026-04-21 13F Trilogy Capital Inc. 15 005 −4,60 1 047 −1,04
2026-01-20 13F Global Trust Asset Management, LLC 0 −100,00 0 −100,00
2026-04-17 13F Mainstream Capital Management LLC 11 749 −0,28 819 3,54
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 59 015 −11,29 4 116 −7,94
2026-04-21 13F Venturi Wealth Management, LLC 1 223 763 −29,86 85 357 −27,22
2026-04-13 13F Pettinga Financial Advisors, LLC 13 284 −30,01 927 −27,37
2026-04-27 13F Smith & Howard Wealth Management, LLC 191 210 −0,77 13 337 2,96
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 424 155 −45,25 29 585 −43,19
2026-04-22 13F Evensky & Katz LLC 121 363 −9,82 8 −11,11
2026-05-12 13F BOK Financial Private Wealth, Inc. 4 191 −43,63 292 −41,48
2026-04-21 13F Red Tortoise LLC 39 874 −1,42 2 781 2,28
2026-04-13 13F Clayton Financial Group LLC 28 293 −3,43 1 973 0,20
2026-05-14 13F Axiom International Investors Llc /de 108 300 −30,31 7 554 −27,69
2026-04-24 13F Semus Wealth Partners LLC 17 602 −12,68 1 228 −9,45
2026-04-20 13F Breakwater Capital Group 8 260 −2,49 576 1,23
2026-04-23 13F Daviman Financial, LLC 13 274 −83,06 926 −82,44
2026-05-12 13F/A Signature Securities Group Corporation 17 153 −0,22 1 196 3,55
2026-04-14 13F XY Planning Network, Inc. 11 329 −60,84 796 −59,05
2026-05-08 13F Coldstream Capital Management Inc 308 024 −0,41 21 485 3,33
2026-04-10 13F Boston Research & Management Inc 103 305 −0,55 7 16,67
2026-04-20 13F Concurrent Investment Advisors, LLC 0 −100,00 0 −100,00
2026-02-10 13F Rational Advisors Llc 0 −100,00 0
2026-05-15 13F Vance Wealth, Inc. 68 180 −2,87 4 756 0,78
2026-04-20 13F Ronald Blue Trust, Inc. 2 349 281 −4,67 163 862 −1,08
2026-04-22 13F Vicus Capital 160 057 −9,44 11 164 −6,03
2026-04-16 13F Blue Zone Wealth Advisors, LLC 10 192 −4,52 711 −0,98
2026-04-15 13F Financial Management Professionals, Inc. 485 232 −2,03 33 845 1,65
2026-04-27 13F Great Point Wealth Advisors, LLC 4 087 −2,74 285 1,06
2026-05-15 13F First Manhattan Co 45 647 −10,53 3 184 −7,17
2026-05-04 13F Nadler Financial Group, Inc. 0 −100,00 0
2026-05-13 13F/A Quadrant Capital Group Llc 377 699 −1,52 26 345 2,19
2026-05-20 13F/A Arete Wealth Advisors, LLC 68 474 −9,29 4 777 95 420,00
2026-05-11 13F Hamrick Investment Counsel, llc 285 −20,17 20 −17,39
2026-05-13 13F Lavaca Capital Llc 661 −11,39 46 −8,00
2026-05-15 13F Passaic Partners LLC 1 122 900 −36,73 78 322 −34,34
2026-04-15 13F Occidental Asset Management, LLC 26 316 −0,96 1 836 2,74
2026-04-13 13F Mkd Wealth Coaches, Llc 27 249 −16,54 1 901 −13,40
2026-02-12 13F Davis R M Inc 0 −100,00 0
2026-05-15 13F Resources Management Corp /ct/ /adv 30 −86,11 0
2026-05-01 13F Thrivent Financial For Lutherans 1 054 916 −17,69 73 −15,12
2026-05-06 13F Arcus Capital Partners, LLC 13 274 −47,82 926 −45,91
2026-04-07 13F Park Avenue Securities Llc 5 758 444 −8,84 402 −5,42
2026-05-14 13F Phillips Wealth Planners LLC 5 493 −10,07 456 4,60
2026-04-21 13F Polaris Investment Advisors, LLC 110 795 −0,30 7 728 3,44
2026-04-03 13F First County Bank /CT/ 4 918 −4,24 343 −0,58
2026-04-16 13F True Vision MN LLC 124 107 −11,76 8 656 −8,43
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 264 491 −2,70 18 448 0,96
2026-04-23 13F Interchange Capital Partners, LLC 79 720 −30,65 4 324 −44,03
2026-02-09 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2026-04-28 13F ORG Wealth Partners, LLC 242 −5,10 17 −5,88
2026-05-04 13F Clear Investment Research, Llc 7 022 −14,31 490 −11,09
2026-04-14 13F Sterling Investment Advisors Llc /adv 266 241 −4,28 18 570 −0,68
2026-05-14 13F Karpus Management, Inc. 6 326 −4,22 441 −0,45
2026-05-15 13F Saranac Partners Ltd 0 −100,00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-04-23 13F Oppenheimer Asset Management Inc. 5 639 −20,15 393 −17,09
2026-05-04 13F Bridges Investment Management Inc 332 484 −19,36 23 191 −16,33
2026-05-18 13F Edgestream Partners, L.P. 0 −100,00 0
2026-05-13 13F Freestone Capital Holdings, LLC 32 373 −1,48 2 258 2,26
2026-04-27 13F Nationwide Fund Advisors 3 801 904 −7,05 265 183 −3,55
2026-04-28 13F TritonPoint Partners, LLC 42 272 −3,39 2 948 0,24
2026-04-22 13F Janney Montgomery Scott LLC 3 605 987 −7,57 252 −4,20
2026-05-15 13F Victory Capital Management Inc 745 388 −50,47 51 991 −48,61
2026-04-29 13F Efficient Advisors, LLC 3 225 −7,43 225 −4,27
2026-05-04 13F Heritage Wealth Architects, Inc. 2 860 −4,22 225 3,70
2026-05-12 13F Icon Wealth Advisors, LLC 696 636 −5,93 53 620 7,71
2026-05-15 13F Westwood Holdings Group Inc 13 923 −0,49 971 3,30
2026-04-07 13F Twele Capital Management, Inc. 221 123 −6,11 15 423 −2,58
2026-04-14 13F Opal Wealth Advisors, LLC 3 639 −15,59 254 −12,46
2026-04-10 13F Voisard Asset Management Group, Inc. 6 976 −0,11 487 3,62
2026-05-12 13F WealthTrak Capital Management LLC 0 −100,00 0
2026-04-24 13F 4Thought Financial Group Inc. 45 915 −18,56 3 203 −15,49
2026-04-16 13F Southern Capital Advisors, Llc 81 078 −1,04 5 655 2,69
2026-04-29 13F CFS Investment Advisory Services, LLC 134 910 −57,52 10 536 −50,65
2026-05-12 13F Moneta Group Investment Advisors Llc 5 559 794 −1,88 387 796 1,81
2026-02-17 13F Risk Paradigm Group, LLC 0 −100,00 0
2026-04-22 13F Quattro Financial Advisors Llc 80 739 −3,26 5 632 0,37
2026-05-04 13F Brookwood Investment Group LLC 8 972 −24,63 626 −21,87
2026-04-13 13F CGC Financial Services, LLC 80 −98,11 6 −98,25
2026-05-15 13F National Bank Of Canada /fi/ 121 671 −44,59 8 481 −42,54
2026-05-11 13F National Wealth Management Group, LLC 13 688 −4,69 955 −1,14
2026-04-13 13F Arwa Llc 31 976 −19,60 2 364 −11,56
2026-05-15 13F Coppell Advisory Solutions LLC 0 −100,00 0
2026-05-01 13F Keener Financial Planning LLC 4 027 −0,35 0
2026-04-27 13F Evolution Wealth Management Inc. 2 267 −0,87 158 3,27
2026-05-13 13F Petra Financial Advisors Inc 0 −100,00 0
2026-05-14 13F RMG Wealth Management LLC 0 −100,00 0
2026-02-13 13F Pine Valley Investments Ltd Liability Co 20 578 −2,17 1 383 −0,22
2026-04-20 13F Sowell Financial Services LLC 137 669 −2,99 9 602 0,66
2026-05-05 13F Woodmont Investment Counsel Llc 33 529 −1,49 2 339 2,23
2026-05-11 13F Empirical Asset Management, LLC 8 895 −19,93 620 −16,89
2026-05-04 13F Principal Financial Group Inc 27 275 −3,95 1 902 −0,31
2026-05-08 13F Westview Management dba Westview Investment Advisors 0 −100,00 0
2026-05-15 13F State Of Wisconsin Investment Board 73 200 −82,18 5 106 −81,51
2026-04-10 13F Piscataqua Savings Bank 6 122 −8,24 427 −4,69
2026-04-13 13F Creative Financial Designs Inc /adv 8 276 −55,31 577 −53,62
2026-05-08 13F ROSS\JOHNSON & Associates LLC 46 −2,13 3 0,00
2026-05-12 13F Kingsview Wealth Management, LLC 53 897 −1,66 3 759 2,04
2026-05-11 13F Allianz Asset Management GmbH 199 650 −69,84 13 926 −68,71
2026-05-05 13F Strategic Investment Management, Llc 171 305 −61,45 11 949 −60,00
2026-04-24 13F Courage Miller Partners, LLC 7 095 −0,13 495 3,56
2026-04-09 13F IFG Advisors, LLC 10 386 −12,47 724 −9,16
2026-05-14 13F Fort Point Capital Partners LLC 99 952 −3,30 6 972 −5,25
2026-05-15 13F Cypress Capital Group 17 318 −1,99 1 208 1,68
2026-04-17 13F James J. Burns & Company, LLC 78 390 −2,97 5 468 0,68
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 −100,00 0
2026-04-24 13F Private Advisor Group, LLC 766 809 −0,82 53 485 2,92
2026-04-28 13F Bryant Woods Investment Advisors, LLC 107 683 −2,82 7 511 0,85
2026-04-21 13F Pallas Capital Advisors LLC 4 566 −24,53 318 −21,67
2026-05-14 13F Ssi Investment Management Llc 142 537 −24,22 9 942 −21,38
2026-04-15 13F DecisionMap Wealth Management, LLC 64 370 −4,55 4 490 −0,97
2026-04-29 13F Investment Research Partners LLC 14 055 −2,26 980 1,45
2026-04-15 13F Optivise Advisory Services LLC 12 479 −0,20 870 3,57
2026-05-11 13F Municipal Employees' Retirement System of Michigan 3 313 829 −36,61 231 −34,19
2026-05-13 13F Mpwm Advisory Solutions, Llc 12 −97,46 1 −100,00
2026-04-13 13F Mather Group, Llc. 168 075 −5,70 11 723 −2,15
2026-02-17 13F Main Street Financial Solutions, LLC 7 140 −69,33 480 −68,77
2026-04-30 13F Manning & Napier Advisors Llc 158 −20,20 11 −23,08
2026-05-04 13F Lifeworks Advisors, LLC 16 161 −14,22 1 127 −10,98
2026-04-21 13F Falcon Wealth Planning 49 694 −5,38 3 466 −1,81
2026-04-08 13F Birchbrook, Inc. 136 927 −2,13 9 551 1,55
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 78 279 −11,37 5 460 −8,04
2026-05-06 13F Shared Vision Wealth Group LLC 82 962 −3,82 5 787 −7,60
2026-04-22 13F Sutton Place Investors Llc 3 436 −84,05 240 −83,49
2026-04-08 13F McNaughton Wealth Management, LLC 119 784 −13,15 8 355 −9,89
2026-04-09 13F Kelly Financial Group Llc 12 236 −4,69 853 −1,04
2026-05-12 13F Voya Investment Management Llc 31 383 −20,96 2 189 −17,99
2026-05-14 13F Elgethun Capital Management 361 398 −0,39 25 207 3,36
2026-05-15 13F 3EDGE Asset Management, LP 3 418 −84,31 238 −83,74
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 584 263 −4,27 40 752 −0,67
2026-04-17 13F Matthew Goff Investment Advisor, LLC 126 446 −0,15 8 820 3,61
2026-05-14 13F Milestone Asset Management Group, LLC 6 847 −0,23 478 3,47
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 213 465 −3,06 14 889 0,59
2026-05-15 13F Ascent Group, LLC 125 774 −6,78 8 773 −3,27
2026-05-04 13F MTC Wealth Management LLC 97 018 −39,30 6 767 −37,01
2026-05-08 13F Russell Investments Group, Ltd. 30 153 −18,93 2 103 −15,88
2026-04-16 13F MontVue Capital Management, Inc. 3 410 −10,99 238 −7,78
2026-04-20 13F McKinley Carter Wealth Services, Inc. 186 059 −43,44 12 978 −41,32
2026-04-23 13F waypoint wealth counsel 0 −100,00 0
2026-05-14 13F Keebeck Wealth Management, LLC 168 454 −4,63 11 750 −1,04
2026-02-13 13F Macquarie Group Ltd 0 −100,00 0
2026-05-07 13F Johnson Financial Group, Inc. 448 274 −6,79 31 267 −3,28
2026-04-08 13F Hardin Capital Partners, LLC 3 562 −1,74 248 2,06
2026-04-27 13F Financial Services Advisory Inc 4 002 −14,60 279 −11,15
2026-04-16 13F Fiduciary Advisors, Inc. 692 −85,88 48 −85,41
2026-05-01 13F Van Cleef Asset Management,Inc 32 662 −1,45 2 278 2,29
2026-05-14 13F Vivaldi Capital Management, LLC 4 288 −2,01 299 1,70
2026-04-17 13F Berman McAleer LLC 33 312 −1,79 2 324 1,93
2026-04-16 13F Heck Capital Advisors, LLC 623 399 −22,44 43 482 −19,52
2026-01-21 13F Crews Bank & Trust 0 −100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 5 901 117 −53,91 411 603 −52,18
2026-05-05 13F Duncan Williams Asset Management, LLC 3 954 −0,50 276 −4,18
2026-04-24 13F Axis Wealth Partners, LLC 4 077 −4,09 284 −0,35
2026-05-05 13F Atria Investments Llc 1 276 274 −9,14 89 020 −5,72
2026-05-14 13F Jump Financial, LLC 0 −100,00 0
2026-05-11 13F A4 Wealth Advisors LLC 61 371 −24,96 4 281 −22,14
2026-04-15 13F Brady Martz Wealth Solutions, LLC 77 920 −21,57 5 435 −18,63
2026-04-08 13F Sapient Capital Llc 77 971 −14,32 5 438 −11,32
2026-05-13 13F Brinker Capital Investments, LLC 910 905 −7,38 63 536 −3,89
2026-04-15 13F Riversedge Advisors, Llc 4 842 −5,23 338 −1,75
2026-04-17 13F Boston Private Wealth Llc 226 485 −8,58 15 797 −5,14
2026-05-12 13F Causey Wealth LLC 101 963 −5,89 7 112 −2,35
2026-05-11 13F Daymark Wealth Partners, Llc 6 376 −16,30 445 −13,28
2026-05-04 13F Rodgers & Associates, LTD 64 116 −2,60 4 472 1,06
2026-04-08 13F Sax Wealth Advisors, Llc 6 221 −0,92 418 −0,95
2026-05-13 13F Headlands Technologies LLC 0 −100,00 0
2026-04-21 13F Kooman & Associates 4 278 −5,37 298 −1,65
2026-04-13 13F Cordant, Inc. 46 166 −1,01 3 220 2,71
2026-04-22 13F Spirepoint Private Client, Llc 6 340 −5,43 442 −1,78
2026-04-24 13F SOL Capital Management CO 25 217 −51,58 1 365 45 400,00
2026-05-08 13F Grand Wealth Management, Llc 65 048 −7,60 4 537 −4,12
2026-05-14 13F Institute for Wealth Management, LLC. 6 116 −3,79 427 −0,23
2026-05-04 13F Avantax Planning Partners, Inc. 150 955 −2,56 10 529 1,11
2026-05-07 13F Koss-Olinger Consulting, LLC 5 013 −9,28 350 −5,93
2026-05-11 13F Blueprint Financial Advisors LLC 90 904 −32,58 6 341 −30,05
2026-04-10 13F Octavia Wealth Advisors, LLC 760 686 −2,07 53 058 1,61
2026-04-27 13F Sharp Financial Services, LLC 9 882 −90,98 689 −90,64
2026-04-16 13F Security National Bank 0 −100,00 0
2026-05-08 13F Camelot Portfolios, LLC 0 −100,00 0
2026-05-12 13F Ally Invest Advisors Inc. 7 723 −14,00 539 −10,78
2026-04-20 13F C2C Wealth Management, LLC 16 165 −0,31 1 128 3,49
2026-04-16 13F Sweeney & Michel, Llc 48 162 −2,11 3 609 −2,83
2026-05-11 13F POM Investment Strategies, LLC 143 −94,95 10 −95,26
2026-01-05 13F Catherine Avery Investment Management LLC 0 −100,00 0 −100,00
2026-04-10 13F Revolve Wealth Partners, LLC 7 372 −0,11 514 3,63
2026-04-20 13F Clune & Associates, Ltd. 6 167 −6,90 430 −3,37
2026-01-15 13F Rockland Trust Co 0 −100,00 0
2026-04-30 13F Millstone Evans Group, LLC 1 055 −0,09 74 4,29
2026-04-20 13F Hoxton Planning & Management, LLC 77 149 −6,30 5 381 −2,76
2026-05-12 13F Financial Network Wealth Management LLC 3 035 −22,79 0
2026-05-05 13F Sanctuary Advisors, LLC 1 806 474 −5,94 126 002 −2,40
2026-04-23 13F Moss Adams Wealth Advisors LLC 12 669 −8,05 884 −4,64
2026-05-13 13F Sepio Capital, LP 41 687 −0,96 2 908 2,76
2026-05-12 13F Curio Wealth, Llc 670 −40,97 47 −39,47
2026-04-21 13F Keystone Financial Group, Inc. 11 690 −0,86 815 2,90
2026-04-21 13F PDS Planning, Inc 205 488 −0,10 14 333 3,66
2026-06-02 13F/A Parallel Advisors, LLC 0 −100,00 0 −100,00
2026-05-13 13F Transcend Wealth Collective, Llc 47 861 −9,76 3 338 −6,37
2026-05-18 13F IFS Group,LLC 22 401 −1,12 1 562 3,79
2026-05-01 13F International Assets Investment Management, Llc 19 982 −5,74 1 404 −1,47
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 0 −100,00 0
2026-05-06 13F Quadrant Private Wealth Management, LLC 105 234 −21,47 7 340 −18,51
2026-05-12 13F Vista Private Wealth Partners. LLC 4 112 −32,41 341 −6,58
2026-04-14 13F USA Financial Portformulas Corp 5 040 −30,31 352 −27,78
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 15 014 −11,28 1 178 3,61
2026-01-28 13F Absher Wealth Management, Llc 0 −100,00 0
2026-04-27 13F Victory Financial Group, Llc 33 752 −3,03 2 354 0,64
2026-05-26 13F Peak Planning Group, LLC 0 −100,00 0 −100,00
2026-05-14 13F Twin Focus Capital Partners, Llc 153 917 −1,82 10 736 1,88
2026-05-12 13F Operose Advisors LLC 2 657 −0,52 185 3,35
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 18 426 −6,00 1 285 −2,43
2026-05-15 13F Silvercrest Asset Management Group Llc 21 524 −2,78 1 501 0,87
2026-04-22 13F Sterling Capital Management LLC 459 375 −4,77 32 041 −1,19
2026-04-21 13F AA Financial Advisors, LLC 39 099 −26,82 2 727 −24,06
2026-04-10 13F MKT Advisors LLC 18 233 −4,29 1 282 −3,39
2026-04-22 13F Invera Wealth Advisors, LLC 61 572 −3,78 4 295 −0,16
2026-05-12 13F Colonial Trust Advisors 173 −0,57 12 9,09
2026-04-24 13F Newton One Investments LLC 471 −5,23 33 −3,03
2026-05-07 13F New York Life Investment Management Llc 356 152 −8,66 24 842 −5,22
2026-05-12 13F Stifel Financial Corp 4 951 901 −0,06 345 400 3,70
2026-05-08 13F Everett Harris & Co /ca/ 109 429 −0,35 7 633 3,40
2026-04-13 13F Trust Co 2 842 −60,60 198 −59,09
2026-05-11 13F Ellevest, Inc. 36 828 −1,01 2 569 2,72
2026-05-05 13F Kickstand Ventures, Llc. 113 515 −5,45 7 918 −1,90
2026-05-15 13F Barnes Wealth Management Group, Inc 33 428 −42,95 2 332 −40,81
2026-05-08 13F Bci Securities, Inc. 0 −100,00 0
2026-05-15 13F XTX Topco Ltd 0 −100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 200 839 −5,19 14 009 −1,62
2026-04-10 13F First Bank & Trust 11 278 −2,58 787 1,03
2026-04-20 13F Chatterton & Associates Inc. 0 −100,00 0
2026-04-17 13F Astoria Strategic Wealth, Inc. 187 191 −1,12 13 057 2,60
2026-05-12 13F Turning Point Benefit Group, Inc. 0 −100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 57 342 −6,55 4 000 −3,03
2026-05-04 13F LJI Wealth Management, LLC 17 006 −49,14 1 186 −47,22
2026-05-05 13F CPA Asset Management LLC 3 191 −6,83 223 −3,48
2026-04-21 13F Centennial Advisors, LLC 7 483 −7,00 522 −3,52
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 −100,00 0
2026-05-11 13F Valpey Financial Services, LLC 3 078 −2,44 215 0,94
2026-04-14 13F Capital Asset Managemnet, LLC 35 027 −11,70 2 443 −10,97
2026-05-14 13F We Are One Seven, LLC 431 527 −3,91 30 099 −0,30
2026-05-20 13F SOA Wealth Advisors, LLC. 145 835 −0,19 2 269 2,72
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 14 167 −19,68 988 −16,62
2026-05-13 13F Alesco Advisors Llc 2 314 425 −2,13 161 431 1,56
2026-05-27 13F/A Maripau Wealth Management Llc 16 054 −36,16 1 120 −33,75
2026-04-29 13F/A True Link Financial Advisors, LLC 5 976 −6,46 417 −3,03
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 12 687 −3,07 885 0,57
2026-05-07 13F Avidian Wealth Solutions, LLC 204 962 −14,81 14 296 −11,60
2026-04-24 13F Palouse Capital Management, Inc. 0 −100,00 0
2026-05-13 13F Summitas Investment Management LLC 76 961 −32,00 5 368 −29,43
2026-04-30 13F William Howard & Co Financial Advisors Inc 16 259 −1,38 1 134 2,35
2026-04-23 13F Oppenheimer & Co Inc 28 991 −4,45 2 022 −0,83
2026-04-27 13F GenTrust, LLC 612 121 −1,63 42 695 2,08
2026-05-01 13F Financial Counselors Inc 24 328 −7,36 1 697 −3,91
2026-05-07 13F Mutual Of America Capital Management Llc 419 998 −1,70 29 295 2,00
2026-05-08 13F Bokf, Na 3 414 −50,39 238 −48,48
2026-05-11 13F Foundations Investment Advisors, LLC 1 642 001 −22,96 114 530 −20,06
2026-04-02 13F Fulcrum Equity Management 0 −100,00 0
2026-05-05 13F Regency Capital Management Inc.\DE 0 −100,00 0
2026-05-11 13F Atlas Capital Advisors Llc 50 207 −1,20 3 502 2,49
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 22 882 −1,47 1 596 2,24
2026-05-14 13F StoneX Group Inc. 14 873 −19,36 1 037 −16,30
2026-04-21 13F Marietta Wealth Management, LLC 82 331 −5,24 5 743 −1,68
2026-05-14 13F Cwm, Llc 3 247 216 −42,93 226 493 59 191,36
2026-05-05 13F Capital Investment Advisory Services, LLC 7 123 −83,67 497 −83,08
2026-05-06 13F Tyche Wealth Partners LLC 27 237 −5,78 1 900 −2,26
2026-05-15 13F Mission Wealth Management, Lp 109 936 −4,08 7 668 −0,47
2026-04-09 13F Wealth Quarterback LLC 31 498 −0,31 2 197 3,44
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 13 157 −2,07 918 1,55
2026-05-01 13F Concord Wealth Partners 0 −100,00 0
2026-05-13 13F Signature Equity Partners, LLC 8 126 −2,30 567 1,25
2026-04-20 13F Joel Adams & Associates, Inc. 28 638 −11,44 1 997 −8,10
2026-05-04 13F Procyon Private Wealth Partners, LLC 28 968 −13,99 2 020 −10,74
2026-06-03 13F/A Wealthquest Corp 156 103 −1,07 10 888 2,66
2026-05-07 13F Scarborough Advisors, LLC 244 795 −60,89 17 074 −59,42
2026-05-11 13F Strengthening Families & Communities, LLC 83 −1,19 6 0,00
2026-04-07 13F Central Pacific Bank - Trust Division 128 623 −5,72 8 971 −2,17
2026-04-22 13F Clear Creek Financial Management, LLC 83 287 −21,00 5 809 −18,02
2026-05-06 13F GatePass Capital, LLC 4 232 −67,77 295 −66,55
2026-05-06 13F MorganRosel Wealth Management, LLC 7 466 −39,74 521 −37,50
2026-02-18 13F Financial Advisory Service, Inc. 76 058 −2,31 5 113 −0,39
2026-04-08 13F RDA Financial Network 3 475 −77,03 242 −76,18
2026-02-17 13F Custos Family Office, LLC 84 450 −28,15 5 677 −26,74
2026-05-06 13F Fidelis Capital Partners, LLC 44 423 −5,90 3 098 −2,36
2026-04-08 13F Archer Investment Management, LLC 5 105 −23,31 356 −20,36
2026-04-16 13F Brookstone Capital Management 1 120 958 −3,97 78 187 −0,35
2026-04-29 13F Strategic Blueprint, LLC 268 291 −21,05 18 713 −18,08
2026-05-04 13F Summit Wealth Group, LLC 9 236 −0,32 644 3,54
2026-04-28 13F South Shore Capital Advisors 8 856 −26,08 618 −23,35
2026-05-14 13F Hara Capital LLC 0 −100,00 0
2026-04-23 13F Forum Financial Management, LP 3 423 −18,32 239 −15,30
2026-05-12 13F Community Bank, N.A. 137 915 −0,03 9 620 3,73
2026-05-15 13F Strategic Advocates LLC 12 999 −95,92 907 −95,78
2026-04-24 13F Heritage Investors Management Corp 100 652 −2,54 7 16,67
2026-04-28 13F Angeles Investment Advisors, LLC 257 050 −0,94 17 929 2,79
2026-05-07 13F Wharton Business Group, LLC 1 228 997 −1,35 85 723 2,36
2026-05-12 13F Axos Invest Inc. 8 626 −25,93 602 −23,15
2026-04-13 13F/A Sunburst Financial Group, LLC 53 796 −0,60 3 752 3,13
2026-05-13 13F AE Wealth Management LLC 1 296 578 −24,60 90 436 −21,76
2026-04-16 13F Quotient Wealth Partners, LLC 1 851 640 −5,53 129 152 −1,98
2026-05-06 13F DecisionPoint Financial, LLC 22 −88,48 2 −91,67
2026-04-21 13F One Wealth Advisors, LLC 93 931 −64,11 6 552 −62,76
2026-02-06 13F GPS Wealth Strategies Group, LLC 63 −97,58 4 −97,66
2026-05-06 13F Alteri Wealth LLC 8 100 −5,27 565 −1,57
2026-04-14 13F Austin Wealth Management, LLC 0 −100,00 0
2026-04-21 13F Armbruster Capital Management, Inc. 93 165 −0,30 6 498 3,45
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-04-15 13F Trust Point Inc. 6 953 −12,94 485 −9,70
2026-05-12 13F Argentarii, LLC 10 175 −16,60 710 −13,54
2026-04-13 13F Ullmann Financial Group, Inc. 0 −100,00 0
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 6 095 −7,74 425 −4,28
2026-04-24 13F Cornerstone Partners Capital Management, Llc 14 598 −11,13 1 018 −7,79
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10 847 −3,27 757 0,40
2026-04-07 13F Signaturefd, Llc 603 973 −0,94 42 127 2,79
2026-04-13 13F Professional Financial Advisors, LLC 17 453 −21,50 1 217 −18,54
2026-04-08 13F KWB Wealth 404 985 −1,32 27 223 −1,32
2026-04-29 13F WealthPLAN Partners, LLC 19 486 −51,07 1 359 −49,23
2026-04-24 13F Squire Investment Management Company, LLC 21 149 −9,21 1 475 −5,75
2026-05-11 13F Ogorek Anthony Joseph /ny/ /adv 67 −1,47 0
2026-04-30 13F Colton Groome Financial Advisors, Llc 15 867 −1,67 1 107 2,03
2026-05-15 13F Tradition Wealth Management, LLC 4 700 −92,41 328 −92,14
2026-05-15 13F KM Capital Management Ltd. 148 001 −1,90 12 144 19,74
2026-04-29 13F Global Strategic Investment Solutions, LLC 441 563 −5,31 30 799 −1,74
2026-05-13 13F ShoreHaven Wealth Partners, LLC 3 999 −5,17 279 −1,77
2026-04-24 13F Swmg, Llc 295 192 −9,84 20 590 −14,64
2026-05-14 13F Granby Capital Management, LLC 0 −100,00 0
2026-04-23 13F Intrua Financial, LLC 9 053 −7,74 631 −4,25
2026-05-11 13F West Wealth Group, LLC 9 216 −11,52 643 −8,29
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 55 907 −3,83 3 900 −0,20
2026-05-07 13F JSF Financial, LLC 32 761 −60,17 2 285 −58,66
2026-04-28 13F/A FLP Wealth Management, LLC 12 975 −9,70 905 −6,22
2026-05-05 13F Fusion Family Wealth LLC 1 117 367 −3,13 77 936 0,51
2026-05-06 13F Hurley Capital, LLC 762 −24,48 53 −20,90
2026-04-17 13F Kennebec Savings Bank 6 221 −2,95 434 0,70
2026-04-22 13F Spire Wealth Management 253 597 −3,64 17 688 −0,01
2026-04-20 13F GSB Wealth Management, LLC 1 557 −0,19 109 3,85
2026-04-29 13F Penobscot Investment Management Company, Inc. 0 −100,00 0
2026-05-06 13F FSA Advisors, Inc. 8 454 −91,69 590 −5,31
2026-04-14 13F Twelve Points Wealth Management LLC 10 568 −0,17 737 −0,54
2026-05-18 13F Graney & King, LLC 0 −100,00 0
2026-05-08 13F Gen-Wealth Partners Inc 44 928 −59,29 3 134 −57,76
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 19 820 −6,71 1 382 −3,22
2026-05-14 13F Bernard Wealth Management Corp. 0 −100,00 0
2026-01-16 13F Trust Co Of Vermont 14 498 −12,06 975 −10,31
2026-04-29 13F Bank Of Stockton 114 429 −6,36 7 981 −2,82
2026-04-20 13F TFB Advisors LLC 31 474 −31,61 2 195 −29,03
2026-04-30 13F Opus Capital Group, LLC 227 297 −0,81 16 0,00
2026-04-23 13F iA Global Asset Management Inc. 608 004 −23,54 42 −20,75
2026-02-13 13F Clearview Wealth Advisors LLC 22 366 −15,61 1 503 −13,97
2026-05-14 13F De Burlo Group Inc 125 950 −71,42 8 785 −70,34
2026-03-25 13F/A Barclays Plc 0 −100,00 0
2026-04-09 13F Everhart Financial Group, Inc. 15 547 −0,43 1 084 3,34
2026-01-26 13F Northwest Capital Management Inc 5 586 −59,58 375 −58,84
2026-04-10 13F OMNI 360 Wealth, Inc. 82 755 −2,08 5 772 −3,54
2026-04-09 13F McNamara Financial Services, Inc. 7 997 −3,78 558 −0,18
2026-04-29 13F Sigma Investment Counselors Inc 103 770 −2,79 7 238 0,86
2026-04-17 13F BCS Wealth Management 36 178 −54,42 2 523 −52,71
2026-05-15 13F Avos Capital Management, LLC 14 164 −80,57 988 −79,86
2026-05-28 13F Henshaw Capital LLC 0 −100,00 0 −100,00
2026-05-14 13F Pinnacle Family Advisors, LLC 0 −100,00 0
2026-05-04 13F MEMBERS Trust Co 1 544 665 −27,22 107 740 −24,48
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1 574 732 −12,67 109 057 −13,88
2026-05-11 13F Biltmore Family Office, LLC 7 964 −1,55 555 2,21
2026-05-15 13F JT Stratford LLC 30 930 −5,20 2 157 −1,64
2026-05-01 13F Vantage Point Financial LLC 24 337 −47,11 1 697 −45,13
2026-05-13 13F Richard W. Paul & Associates, LLC 83 842 −6,48 5 848 −2,95
2026-05-13 13F Lido Advisors, LLC 551 029 −35,85 38 438 −32,89
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 −100,00 0
2026-01-22 13F FSC Wealth Advisors, LLC 0 −100,00 0
2026-03-05 13F Bush Investment Group, Llc 38 188 −0,82 2 567 1,10
2026-05-11 13F Becker Capital Management Inc 371 531 −9,05 25 914 −5,63
2026-04-30 13F Petix & Botte Co 5 500 −63,88 968 −5,47
2026-02-17 13F Banco Bilbao Vizcaya Argentaria, S.a. 0 −100,00 0
2026-01-30 13F Urban Wealth Management, LLC 0 −100,00 0 −100,00
2026-05-13 13F Acumen Wealth Advisors, LLC 151 −84,53 11 −84,62
2026-05-04 13F Chicago Partners Investment Group LLC 30 407 −1,27 2 369 6,24
2026-05-08 13F M1 Capital Management LLC 83 829 −10,17 5 847 −6,78
2026-02-02 13F TCI Wealth Advisors, Inc. 0 −100,00 0
2026-04-22 13F Parcion Private Wealth LLC 34 479 −0,40 2 405 3,35
2026-05-27 13F Allen Capital Group, LLC 10 877 −1,88 759 1,74
2026-04-20 13F Brian Low Financial Group, Llc 3 383 −8,39 236 −5,24
2026-05-14 13F Hackensack Meridian Health, Inc. 2 115 000 −3,20 147 521 0,44
2026-05-06 13F Diversified Portfolios, Inc. 44 955 −3,23 3 136 0,42
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 190 457 −32,95 13 284 −30,42
2026-04-24 13F Argent Advisors, Inc. 23 043 −3,96 1 607 −0,31
2026-05-01 13F New Republic Capital, LLC 17 854 −7,43 1 245 −3,94
2026-05-01 13F BKD Wealth Advisors, LLC 106 337 −4,30 7 417 −0,70
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 11 882 −12,54 829 −9,31
2026-04-28 13F Integrated Advisors Network LLC 76 290 −3,67 5 321 −0,04
2026-05-01 13F Sovran Advisors, LLC 133 574 −9,64 10 484 −0,35
2026-05-13 13F NFP Retirement, Inc. 268 119 −1,57 18 701 2,14
2026-04-23 13F Scissortail Wealth Management, LLC 48 373 −40,37 3 374 −38,13
2026-04-16 13F Ballast Rock Private Wealth LLC 14 928 −3,14 1 041 0,58
2026-05-11 13F F/M Investments LLC 0 −100,00 0
2026-05-11 13F Commonwealth Retirement Investments LLC 52 330 −4,21 3 650 −0,60
2026-02-13 13F Clarity Asset Management, Inc. 0 −100,00 0
2026-04-13 13F Shira Ridge Wealth Management 0 −100,00 0
2026-05-13 13F First Trust Advisors Lp 127 240 −2,16 8 875 1,52
2026-05-14 13F Entrewealth, Llc 0 −100,00 0
2026-05-14 13F Gwn Securities Inc. 21 495 −2,97 1 499 0,67
2026-05-15 13F London & Capital Asset Management Ltd 7 198 −45,79 502 −43,72
2026-04-28 13F Canvas Wealth Advisors, LLC 10 252 −40,64 715 −38,36
2026-05-14 13F Beaird Harris Wealth Management, LLC 1 172 −23,75 82 −21,36
2026-05-13 13F Lantern Wealth Advisors, LLC 9 904 −17,67 691 −14,60
2026-04-13 13F Cyndeo Wealth Partners, LLC 26 092 −55,25 1 820 −53,59
2026-04-21 13F Claro Advisors LLC 108 153 −35,07 7 544 −32,63
2026-05-13 13F Principal Securities, Inc. 803 495 −1,26 56 044 2,46
2026-02-13 13F Seven Mile Advisory 0 −100,00 0
2026-05-04 13F SJA Financial Advisory, LLC 117 308 −5,20 8 182 −1,62
2026-04-28 13F Harbor Capital Advisors, Inc. 448 424 −25,45 31 −22,50
2026-04-08 13F Evanson Asset Management, LLC 20 399 −0,49 1 423 3,19
2026-04-29 13F Resonant Capital Advisors, LLC 314 864 −12,56 21 962 −9,27
2026-04-16 13F Clark Asset Management, LLC 12 260 −4,48 855 −0,81
2026-04-27 13F Meramec Financial Planners, LLC 38 927 −6,80 3 018 −1,89
2026-01-20 13F Maryland Capital Advisors Inc. 9 186 −3,74 617 −1,91
2026-05-13 13F LM Advisors LLC 4 618 −0,22 66 −2,94
2026-05-15 13F Amundi 12 372 −5,85 863 −2,38
2026-04-24 13F Mann Financial Group, Inc. 44 721 −1,59 3 119 2,13
2026-02-17 13F BLKBRD Asset Management, LP 0 −100,00 0
2026-05-14 13F Loomis Sayles & Co L P 0 −100,00 0
2026-04-13 13F Chesley Taft & Associates LLC 30 705 −1,44 2 142 2,24
2026-05-01 13F Diversify Advisory Services, LLC 5 778 −95,45 445 −95,07
2026-04-16 13F Spartan Planning & Wealth Management 27 282 −28,56 1 903 −25,91
2026-04-08 13F Cambridge Financial Group, LLC 11 543 −16,47 805 8,64
2026-04-27 13F Carter Financial Group, INC. 5 642 −3,79 394 −0,25
2026-05-11 13F Savvy Advisors, Inc. 86 228 −4,34 6 014 −0,74
2026-04-21 13F Pinnacle Associates Ltd 36 321 −3,64 2 533 0,00
2026-04-20 13F Values Added Financial LLC 16 159 −8,30 1 127 −4,81
2026-05-21 13F Verus Capital Partners, Llc 61 226 −32,17 4 271 −29,62
2026-04-17 13F Cora Capital Advisors Llc 3 291 −5,89 230 −2,55
2026-04-08 13F Legacy Wealth Asset Management, LLC 5 710 −66,40 398 −65,15
2026-04-15 13F Cypress Financial Planning Llc 57 295 −0,70 3 996 2,80
2026-04-14 13F Bay Harbor Wealth Management, LLC 175 040 −7,57 12 209 −4,09
2026-04-15 13F Verum Partners LLC 11 178 −4,51 780 −0,89
2026-05-15 13F State Street Corp 4 264 324 −3,08 297 437 0,57
2026-05-15 13F Wit, Llc 16 233 759 −0,71 1 132 305 3,02
2026-04-08 13F Winter & Associates, Inc. 9 737 −3,94 683 0,15
2026-04-28 13F Belpointe Asset Management LLC 16 002 −6,87 1 116 −3,38
2026-04-15 13F Braun-Bostich & Associates Inc. 63 861 −31,57 4 454 −29,00
2026-05-05 13F Steel Peak Wealth Management LLC 419 980 −16,53 29 294 −13,39
2026-05-08 13F Financial Strategies Group, Inc. 8 383 −11,33 654 −1,36
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 92 525 −8,38 6 454 −4,94
2026-05-07 13F Swan Global Investments, LLC 3 400 −8,33 237 −4,82
2026-02-17 13F Quadrature Capital Ltd 0 −100,00 0
2026-05-14 13F Arrowstreet Capital, Limited Partnership 0 −100,00 0
2026-04-23 13F Caliber Wealth Management, LLC / KS 59 150 −11,90 4 126 −8,58
2026-05-05 13F Beaumont Financial Advisors, LLC 6 359 −2,15 444 1,61
2026-04-21 13F Highland Financial Advisors, LLC 3 508 −8,95 245 −5,43
2026-05-13 13F Cetera Investment Advisers 8 765 443 −6,34 611 390 −2,82
2026-04-21 13F Mayport, Llc 8 839 −12,92 617 −9,68
2026-04-22 13F TruNorth Capital Management, LLC 13 568 −0,54 946 3,16
2026-05-13 13F First Citizens Bank & Trust Co 593 577 −2,83 41 402 0,83
2026-04-17 13F Wealth Management Partners, LLC 32 215 −14,13 2 247 −10,62
2026-05-14 13F RPg Family Wealth Advisory, LLC 2 870 −9,18 200 −5,66
2026-05-14 13F Venture Visionary Partners LLC 28 793 −1,93 2 008 1,77
2026-04-30 13F Yukon Wealth Management, Inc. 29 672 −0,45 2 070 −3,95
2026-04-23 13F Equita Financial Network, Inc. 9 132 −40,24 637 −38,07
2026-05-15 13F FIL Ltd 120 567 −13,91 8 410 −10,68
2026-04-24 13F National Asset Management, Inc. 97 776 −8,39 6 582 −8,25
2026-01-27 13F RTD Financial Advisors, Inc. 0 −100,00 0
2026-04-14 13F Arvest Investments, Inc. 0 −100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 44 395 −17,59 3 097 −14,50
2026-01-21 13F Western Financial Corp/CA 0 −100,00 0
2026-04-22 13F Ticino Wealth 17 726 −1,76 1 409 16,17
2026-05-14 13F Grantham, Mayo, Van Otterloo & Co. LLC 12 244 −29,73 854 −27,07
2026-04-24 13F Smithbridge Asset Management Inc/de 46 520 −47,27 3 245 −45,30
2026-04-13 13F Arkansas Financial Group, Inc. 8 039 −2,43 596 7,78
2026-05-12 13F Tiaa Trust, National Association 820 499 −97,47 57 230 −97,38
2026-05-15 13F Pursuit Wealth Strategies, Llc 16 988 −3,79 1 185 −0,17
2026-04-28 13F Nbt Bank N A /ny 45 467 −3,50 3 171 −0,94
2026-05-15 13F Squarepoint Ops LLC 31 413 −13,02 2 191 −9,72
2026-04-24 13F DB&C Advisors, LLC 3 381 −1,51 236 2,17
2026-05-12 13F IFG Advisory, LLC 428 −99,78 30 −99,78
2026-04-20 13F Apella Capital, LLC 162 808 −9,54 12 715 5,11
2026-05-05 13F State of New Jersey Common Pension Fund D 12 458 692 −44,78 868 994 −42,70
2026-05-07 13F REDW Wealth LLC 29 426 −3,09 2 052 0,54
2026-05-15 13F Breakwater Investment Management 142 −38,26 10 −40,00
2026-04-07 13F CoreCap Advisors, LLC 92 084 −3,64 6 423 −0,02
2026-04-14 13F BSW Wealth Partners 224 443 −1,86 15 655 1,83
2026-05-04 13F Inlight Wealth Management, LLC 0 −100,00 0
2026-02-13 13F Nicolet Advisory Services, Llc 7 031 −48,21 499 −44,97
2026-04-09 13F Veracity Capital LLC 20 656 −9,40 1 441 −6,01
2026-04-24 13F RKL Wealth Management LLC 365 386 −7,96 25 486 −4,50
2026-02-06 13F New Millennium Group LLC 39 −84,08 3 −87,50
2026-05-14 13F Evoke Wealth, Llc 9 591 −18,30 669 −15,34
2026-04-08 13F Brady Family Wealth, Llc 5 022 −1,45 350 2,34
2026-05-06 13F LPL Financial LLC 52 231 526 −0,44 3 643 149 3,31
2026-04-13 13F Kelly Financial Services LLC 205 598 −41,83 14 297 −39,82
2026-04-23 13F Mayflower Financial Advisors, LLC 70 869 −51,42 4 943 −49,59
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 78 465 −12,61 5 473 −9,33
2026-05-15 13F/A Tudor Financial Inc. 16 129 −0,73 1 125 2,93
2026-04-21 13F RCS Financial Planning, LLC 12 639 −79,00 882 −78,23
2026-04-17 13F RFG Advisory, LLC 71 843 −7,81 5 011 −4,33
2026-04-23 13F Drucker Wealth 3.0, LLC 2 928 −3,08 204 0,49
2026-04-21 13F Merkkuri Wealth Advisors LLC 2 581 −88,65 180 −88,22
2026-02-10 13F B&l Asset Management Llc 0 −100,00 0
2026-05-15 13F Fmr Llc 21 583 944 −4,55 1 505 480 −0,96
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0 −100,00
2026-04-08 13F Asempa Wealth Advisors 15 414 −7,74 1 083 −3,56
2026-04-08 13F Spinnaker Investment Group, LLC 0 −100,00 0
2026-05-15 13F Vertex Planning Partners, LLC 14 331 −66,90 1 000 −65,67
2026-05-05 13F Tortoise Investment Management, LLC 306 530 −0,75 21 380 2,98
2026-05-14 13F Betterment LLC 5 653 446 −4,38 394 −0,76
2026-04-08 13F Clarus Wealth Advisors 37 198 −60,57 2 616 −46,44
2026-04-27 13F Capital Advisors Inc/ok 3 491 −5,85 243 −2,41
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 10 −65,52 1 −100,00
2026-04-08 13F Stonebridge Financial Group, LLC 16 574 −2,48 1 156 1,23
2026-04-08 13F Sharkey, Howes & Javer 364 172 −17,34 25 401 −14,23
2026-05-01 13F Richardson Financial Services Inc. 34 000 −5,94 2 371 −1,41
2026-05-15 13F Delaware Management Holdings, Inc. 364 733 −16,91 25 440 −13,78
2026-02-10 13F Blue Barn Wealth, LLC 0 −100,00 0
2026-05-08 13F TPG Financial Advisors, LLC 10 712 −16,04 747 −12,84
2026-05-11 13F TAGStone Capital, Inc. 15 466 −3,16 1 079 0,47
2026-04-27 13F GDS Wealth Management 4 783 −5,29 334 −1,77
2026-05-28 13F Lavelle Capital Lp 0 −100,00 0 −100,00
2026-05-06 13F Morling Financial Advisors, LLC 66 770 −4,57 4 657 −0,98
2026-04-21 13F Tritonpoint Wealth, Llc 4 082 −10,93 285 −7,79
2026-04-30 13F Private Trust Co Na 54 087 −4,09 3 773 −0,47
2026-05-01 13F Sachetta, LLC 400 −8,68 28 −6,90
2026-04-20 13F KFA Private Wealth Group, LLC 192 909 −3,36 13 455 0,28
2026-04-21 13F Unique Wealth, Llc 17 115 −91,64 1 194 −91,33
2026-05-11 13F Financial Perspectives, Inc 7 647 −0,56 533 3,29
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 282 735 −22,39 19 721 −19,47
2026-04-16 13F IVC Wealth Advisors LLC 3 842 −15,49 268 −12,13
2026-04-14 13F American State Bank (Iowa) 24 108 −1,90 1 682 1,82
2026-04-24 13F Bayban 4 593 −6,30 320 −2,74
2026-05-13 13F Hirtle Callaghan & Co LLC 2 278 273 −0,11 158 910 3,65
2026-05-08 13F SHP Wealth Management 7 154 −4,31 499 −0,80
2026-05-01 13F Compass Financial Services Inc 0 −100,00 0
2026-04-29 13F Cary Street Partner Investment Advisory Llc 21 364 −1,52 1 490 2,19
2026-05-11 13F OpenArc Corporate Advisory, LLC 711 268 −75,98 49 611 −75,08
2026-04-20 13F Emprise Bank 9 393 −6,01 655 −2,38
2026-05-15 13F National Philanthropic Trust 1 091 083 −0,21 76 103 3,55
2026-05-08 13F Buck Wealth Strategies, LLC 0 −100,00 0
2026-04-20 13F Live Oak Private Wealth LLC 7 568 −2,10 528 1,54
2026-04-23 13F Accurate Wealth Management, LLC 24 957 −25,83 1 853 −21,35
2026-05-14 13F Empower Advisory Group, LLC 35 186 −29,83 2 454 −27,18
2026-05-13 13F/A Jpmorgan Chase & Co 45 035 771 −6,18 3 031 808 −6,04
2026-04-20 13F Peirce Capital Management, LLC 12 994 −1,87 906 1,80
2026-04-09 13F Firethorn Wealth Partners, Llc 51 852 −35,60 3 617 −33,17
2026-04-13 13F Woodside Wealth Management LLC 0 −100,00 0
2026-05-11 13F Elo Mutual Pension Insurance Co 31 800 −98,30 2 218 −98,23
2026-05-05 13F Cherry Tree Wealth Management, LLC 13 145 −3,48 917 0,11
2026-05-08 13F Cetera Trust Company, N.A 800 −28,38 56 −26,67
2026-05-08 13F United Financial Planning Group LLC 100 070 −0,73 6 980 3,00
2026-05-01 13F TSA Wealth Managment LLC 126 189 −35,04 8 802 −32,60
2026-05-13 13F Schoolcraft Capital LLC 122 401 −3,29 8 537 0,31
2026-05-12 13F Summit Trail Advisors, Llc 80 202 −31,61 5 594 −29,04
2026-05-05 13F Allspring Global Investments Holdings, LLC 1 143 434 −8,44 80 361 −6,74
2026-04-08 13F Canandaigua National Trust Co of Florida 6 911 −55,13 482 −53,43
2026-04-17 13F Murphy & Mullick Capital Management Corp 558 −12,13 39 −9,52
2026-04-15 13F Snider Financial Group 0 −100,00 0
2026-05-13 13F Prudential Financial Inc 207 800 −4,17 14 494 −0,81
2026-04-22 13F Capital Investment Management, Inc. 36 555 −7,71 2 550 −4,24
2026-06-02 13F Blue Edge Capital, LLC 135 381 −42,16 9 443 −39,99
2026-05-14 13F Dynasty Wealth Management, Llc 2 596 299 −61,48 181 092 −60,03
2026-04-28 13F BLB&B Advisors, LLC 546 091 −1,12 38 090 2,60
2026-04-22 13F Pictet Asset Management Holding SA 885 355 −10,48 59 602 −10,34
2026-05-29 13F/A Ramiah Investment Group 6 565 −93,96 312 −94,17
2026-04-28 13F Spurstone Advisory Services, LLC 6 −40,00 0
2026-04-03 13F Global Wealth Strategies & Associates 779 −1,52 54 1,89
2026-04-29 13F Axxcess Wealth Management, Llc 0 −100,00 0
2026-04-07 13F Deane Retirement Strategies, Inc. 30 −93,02 2 −92,86
2026-05-14 13F Redwood Investment Management, Llc 8 431 −80,64 1 −100,00
2026-04-10 13F Charles Schwab Trust Co 34 574 −46,81 2 412 −44,82
2026-05-01 13F 180 Wealth Advisors, Llc 5 446 −6,18 380 −2,82
2026-05-14 13F Synergy Investment Management, LLC 126 554 −15,55 8 828 −12,35
2026-04-13 13F Newman Dignan & Sheerar, Inc. 6 193 −57,86 432 −56,33
2026-04-22 13F Formidable Asset Management, LLC 5 465 −1,00 367 1,10
2026-04-28 13F Compton Financial Group, LLC 9 810 −12,46 684 −9,16
2026-04-07 13F Stonekeep Investments, LLC 8 091 −0,75 564
2026-04-30 13F Beacon Harbor Wealth Advisors, Inc. 178 920 −50,78 12 480 −48,93
2026-04-20 13F Penobscot Wealth Management 5 396 −1,14 376 2,73
2026-04-30 13F Villere St Denis J & Co Llc 3 999 −33,34 279 −31,02
2026-05-06 13F Precision Wealth Strategies, LLC 29 912 −16,36 2 086 −13,23
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 −100,00 0
2026-05-05 13F Signet Financial Management, Llc 121 227 −9,33 8 456 −5,92
2026-05-12 13F Great Diamond Partners, LLC 5 179 −47,19 361 −45,22
2026-05-06 13F Vista Capital Partners, Inc. 9 110 −6,76 635 −3,20
2026-05-14 13F Panagora Asset Management Inc 0 −100,00 0
2026-05-14 13F Blalock Williams, Llc 52 050 −1,58 3 630 2,11
2026-05-15 13F Goldman Sachs Group Inc 26 326 701 −4,48 1 836 287 −0,89
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 18 218 −28,88 1 0,00
2026-04-20 13F Parkway Wealth Management Group, LLC 0 −100,00 0
2026-05-08 13F Truepoint, Inc. 9 680 −0,42 675 3,37
2026-05-12 13F Wescott Financial Advisory Group, LLC 600 674 −0,94 41 897 2,79
2026-04-10 13F Financial Partners Group, Inc 6 416 −0,20 448 −4,08
2026-05-15 13F Chan Zuckerberg Initiative, LLC 706 019 −8,58 49 245 −5,14
2026-02-13 13F Goldstone Financial Group, LLC 0 −100,00 0
2026-05-01 13F Avion Wealth 1 683 −36,54 0
2026-04-23 13F Catalina Capital Group, LLC 0 −100,00 0
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 654 368 −2,05 45 642 1,63
2026-05-07 13F Ckw Financial Group 1 232 387 −0,38 87 3,61
2026-05-11 13F CFO4Life Group, LLC 6 009 −0,17 419 3,71
2026-04-27 13F Ethic Inc. 3 095 −4,50 216 −0,92
2026-04-22 13F Keenan, LLC 7 626 −50,80 532 −48,99
2026-05-15 13F Millennium Management Llc 0 −100,00 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 3 993 −14,73 279 −11,46
2026-04-17 13F Bell Investment Advisors, Inc 146 310 −6,05 10 205 −2,51
2026-04-29 13F Patron Partners Advisors, Llc 7 473 −24,74 521 −21,89
2026-04-14 13F Plancorp, LLC 61 144 −7,65 4 540 2,00
2026-04-20 13F SILVER OAK SECURITIES, Inc 2 923 −30,09 204 −27,76
2026-04-14 13F Centerline Wealth Advisors, LLC 26 756 −87,25 1 866 −86,77
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 33 500 −78,41 2 337 −77,60
2026-04-27 13F Jamison Private Wealth Management, Inc. 5 379 −0,30 375 3,59
2026-05-15 13F RPTC Inc. 136 597 −2,32 9 528 1,35
2026-05-15 13F Navis Wealth Advisors, LLC 0 −100,00 0
2026-04-20 13F Darrow Company, Inc. 35 351 −7,99 2 466 −4,53
2026-05-04 13F Headland Capital, LLC 0 −100,00 0
2026-04-28 13F LVZ Advisors, Inc. 0 −100,00 0
2026-04-23 13F Tarbox Family Office, Inc. 167 757 −2,35 11 701 1,32
2026-04-22 13F Stone House Investment Management, LLC 448 381 −7,38 31 275 −3,89
2026-05-13 13F NewEdge Wealth, LLC 275 237 −1,98 19 198 1,71
2026-04-22 13F Apollon Wealth Management, LLC 290 243 −0,24 20 244 3,52
2026-04-13 13F Amplius Wealth Advisors, LLC 16 621 −4,31 1 159 −0,69
2026-04-09 13F TrueWealth Advisors, LLC 3 339 −9,27 233 −6,07
2026-04-14 13F Patriot Investment Management Inc. 163 502 −2,26 11 404 1,42
2026-01-23 13F Gilbert Capital Group, Inc. 0 −100,00 0
2026-01-12 13F Heartwood Wealth Advisors LLC 0 −100,00 0
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 4 672 −39,76 326 −37,62
2026-05-12 13F Hanlon Investment Management, Inc. 10 564 −19,19 737 −16,17
2026-04-09 13F Baron Financial Group, LLC 39 093 −7,56 2 727 −4,08
2026-05-12 13F Tocqueville Asset Management L.p. 22 799 −0,35 1 590 3,45
2026-01-23 13F Fortress Financial Group, Llc 0 −100,00 0
2026-04-17 13F Integrated Capital Management, LLC 3 483 −4,18 243 −0,82
2026-04-20 13F Fairvoy Private Wealth, LLC 5 397 −68,17 376 −66,99
2026-06-01 13F Concorde Asset Management, LLC 31 817 −8,45 2 219 −5,01
2026-04-27 13F Syntegra Private Wealth Group, LLC 0 −100,00 0
2026-05-12 13F M&t Bank Corp 9 289 811 −4,62 647 964 −1,03
2026-04-21 13F Old National Bancorp /in/ 39 949 −18,91 2 786 −15,86
2026-02-13 13F LGT Financial Advisors LLC 0 −100,00 0
2026-04-16 13F Phillips Financial Management, Llc 7 982 −23,64 557 −20,80
2026-05-08 13F Riverwater Partners LLC 24 403 −3,64 1 702 0,00
2026-04-28 13F Arbor Investment Advisors, LLC 65 471 −3,25 4 567 0,40
2026-02-03 13F Smith & Howard Wealth Management, LLC Put 0 −100,00 0 −100,00
2026-05-08 13F Rothschild & Co Wealth Management UK Ltd 62 909 −19,04 4 388 −16,01
2026-04-22 13F Integrated Wealth Management 15 142 −42,04 1 056 −39,86
2026-02-11 13F Vermillion Wealth Management, Inc. 0 −100,00 0
2026-04-23 13F TFC Financial Management 755 956 −1,87 52 728 1,82
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 12 687 −24,96 885 −22,18
2026-04-16 13F Waystone Advisors Llc 12 146 −1,88 847 1,80
2026-05-04 13F IFC Advisors LLC 23 384 −2,66 1 631 1,05
2026-05-14 13F Bare Financial Services, Inc 0 −100,00 0
2026-05-05 13F Theory Financial Llc 10 895 −78,13 760 −79,02
2026-05-15 13F Cape Investment Advisory, Inc. 10 243 −0,96 714 2,73
2026-05-13 13F Federation des caisses Desjardins du Quebec 1 860 705 −20,44 129 784 −17,44
2026-04-20 13F Aegis Wealth Management, Inc. 12 008 −8,55 838 −5,10
2026-04-22 13F SC&H Financial Advisors, Inc. 28 763 −0,17 2 006 3,62
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 −100,00 0
2026-04-22 13F Smallwood Wealth Investment Management, LLC 195 −81,12 14 −81,16
2026-05-15 13F Tower Research Capital LLC (TRC) 232 −52,07 16 −50,00
2026-05-13 13F Buckingham Strategic Partners 920 419 −1,95 64 158 1,68
2026-04-13 13F Highland Capital Management, Llc 51 105 −54,45 3 565 −52,74
2026-05-12 13F Sumitomo Life Insurance Co 173 000 −46,60 12 067 −44,60
2026-05-11 13F Tranquilli Financial Advisor LLC 13 010 −6,07 907 −2,58
2026-03-12 13F Farmers National Bank 4 457 −0,13 300 1,70
2026-04-27 13F Nvwm, Llc 0 −100,00 0
2026-04-20 13F Tanager Wealth Management LLP 28 028 −5,99 1 955 −2,50
2026-04-27 13F CWS Financial Advisors, LLC 7 836 −40,39 547 −38,17
2026-05-15 13F Zuckerman Investment Group, LLC 45 146 −0,24 3 149 3,48
2026-04-10 13F Quaker Wealth Management, LLC 51 −29,17 4 −25,00
2026-04-21 13F Accredited Investor Services, Llc 7 440 −1,05 519 2,57
2026-05-14 13F Regal Investment Advisors LLC 253 252 −7,51 17 664 −4,03
2026-04-15 13F Northbridge Financial Group, Llc 7 416 −8,39 556 2,02
2026-05-05 13F Mandatum Life Insurance Co Ltd 2 930 −40,86 204 −38,74
2026-02-04 13F Pandora Wealth, Inc. 15 771 −26,05 1 060 −24,56
2026-05-16 13F Sunbelt Securities, Inc. 932 −46,31 65 −43,97
2026-04-16 13F Roble, Belko & Company, Inc 12 702 −47,09 1 −100,00
2026-05-14 13F Trustees of Dartmouth College 502 452 −32,51 35 046 −29,97
2026-05-12 13F Awm Capital, Llc 6 447 −0,68 450 2,98
2026-04-30 13F Csenge Advisory Group 111 115 −6,64 7 750 −3,12
2026-04-29 13F KDK Private Wealth Management, LLC 5 592 −0,21 390 3,72
2026-04-09 13F Aletheian Wealth Advisors LLC 20 861 −0,56 1 455 5,28
2026-04-21 13F Maseco Llp 10 449 −11,80 729 −8,54
2026-05-15 13F/A Arrowroot Family Office, LLC 13 294 −0,51 927 3,23
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 0 −100,00 0
2026-04-14 13F Northwest Wealth Management, Llc 83 877 −2,70 5 850 0,97
2026-05-11 13F Brand Asset Management Group, Inc. 507 751 −0,91 35 416 2,83
2026-05-06 13F Quest 10 Wealth Builders, Inc. 20 528 −2,86 1 432 0,77
2026-06-04 13F Town Capital LLC 4 973 −70,29 347 −69,24
2026-04-24 13F Livet Wealth, LLC 6 880 −1,60 480 1,91
2026-05-07 13F Sentinel Trust Co Lba 321 673 −0,00 22 4,76
2026-05-12 13F Waterloo Capital, L.P. 86 966 −68,27 6 066 −67,08
2026-05-07 13F Sagespring Wealth Partners, Llc 486 116 −79,85 33 907 −76,17
2026-05-01 13F Wealthspire Advisors, LLC 1 687 480 −0,45 117 702 3,30
2026-04-24 13F Petros Family Wealth, LLC 7 795 −20,18 544 −17,23
2026-05-12 13F Ameritas Advisory Services, LLC 122 279 −2,54 8 529 1,13
2026-04-30 13F Shakespeare Wealth Management, Inc. 231 530 −2,14 16 149 1,54
2026-04-28 13F Fortis Capital Advisors, LLC 7 975 −32,33 556 −29,80
2026-04-29 13F W Advisors, Llc 31 664 −3,19 2 209 0,45
2026-05-12 13F Ramirez Asset Management, Inc. 48 −98,14 4 −98,27
2026-05-08 13F Compass Capital Corp /ma/ /adv 7 927 −5,50 647 3,69
2026-04-15 13F Cypress Wealth Services, LLC 110 616 −9,95 7 715 −6,55
2026-05-01 13F UNIVEST FINANCIAL Corp 0 −100,00 0
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 1 497 −10,52 104 −7,14
2026-04-28 13F SeaBridge Investment Advisors LLC 0 −100,00 0
2026-05-12 13F Guidance Point Advisors, LLC 123 447 −0,74 8 615 2,99
2026-05-08 13F Curtis Wealth Management Llc 5 355 −81,28 374 −82,04
2026-05-12 13F Ballast Advisors Llc 20 −98,15 0 −100,00
2026-05-14 13F Davis Wealth Advisors, LLC 96 562 −3,28 6 735 0,36
2026-02-17 13F North Capital, Inc. 0 −100,00 0
2026-05-13 13F Balanced Rock Investment Advisor 4 032 −0,10 281 3,69
2026-04-28 13F PUREfi Wealth, LLC 22 717 −9,93 1 585 −6,55
2026-05-08 13F Wilkerson Advisory Group LLC 100 −51,22 7 −53,85
2026-05-05 13F Cedarwood Wealth LLC 4 761 −35,96 332 −38,40
2026-05-15 13F Plan A Wealth LLC 4 911 −1,03 343 2,70
2026-04-24 13F Verus Wealth Management, Llc 35 133 −0,09 2 451 3,68
2026-04-21 13F J.M. Arbour, LLC 37 966 −9,17 2 648 −5,73
2026-05-04 13F Modus Advisors, LLC 0 −100,00 0
2026-04-21 13F Delap Wealth Advisory, Llc 61 948 −4,61 4 321 −1,03
2026-05-15 13F Wealth Architects, LLC 9 710 −0,20 677 3,68
2026-05-27 13F Wilshire Associates Inc 7 599 −13,24 530 −9,86
2026-04-10 13F Oak Root LLC 149 853 −8,43 10 452 −4,97
2026-04-08 13F JGP Wealth Management, LLC 52 292 −0,23 3 647 3,52
2026-04-16 13F Tactive Advisors, LLC 5 894 −7,39 411 −3,75
2026-05-08 13F MPS Loria Financial Planners, LLC 629 977 −6,86 43 941 −3,35
2026-04-22 13F Cornerstone Wealth Group, LLC 101 913 −50,18 7 790 −43,35
2026-05-12 13F Bbr Partners, Llc 3 863 −28,81 269 −26,10
2026-05-06 13F Simon Quick Advisors, Llc 441 236 −10,95 30 776 −7,60
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 −100,00 0
2026-05-14 13F Plum Street Advisors, LLC 8 863 −0,73 618 3,00
2026-04-29 13F Jackson Thornton Asset Management, Llc 6 647 −5,77 494 −0,40
2026-04-13 13F Chris Bulman Inc 38 426 −6,93 2 680 −3,42
2026-05-13 13F Aviso Financial Inc. 5 740 −6,47 400 −2,91
2026-05-14 13F Gladstone Institutional Advisory LLC 89 205 −3,00 6 222 0,65
2026-05-08 13F AAFCPAs Wealth Management, LLC 5 441 −5,06 380 −1,56
2026-04-28 13F HBE Wealth Management, LLC 5 537 −9,97 386 −6,54
2026-05-13 13F Clearwater Capital Advisors, LLC 15 983 −0,03 1 115 3,72
2026-05-14 13F Boreal Capital Management LLC 0 −100,00 0
2026-04-17 13F Sovereign Financial Group, Inc. 31 880 −23,16 2 224 −20,29
2026-04-22 13F Lam Group, Inc. 53 215 −0,65 3 712 3,08
2026-05-14 13F Wealth Alliance 293 391 −13,84 20 464 −10,59
2026-05-15 13F Vista Investment Management 15 800 −8,63 1 102 −5,16
2026-04-23 13F J.w. Cole Advisors, Inc. 77 450 −1,63 5 402 10,70
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 10 417 −7,17 727 −3,71
2026-04-20 13F New Hampshire Trust 64 244 −0,61 4 481 3,13
2026-05-04 13F Nwam Llc 53 629 −26,61 3 741 −29,42
2026-04-17 13F High Net Worth Advisory Group LLC 33 156 −1,63 2 313 2,08
2026-04-07 13F Abacus Planning Group, Inc. 18 496 −1,51 1 290 2,22
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-05-14 13F Rialto Wealth Management, LLC 40 014 −1,85 2 791 1,82
2026-04-07 13F Fragasso Group Inc. 17 882 −3,96 1 254 0,24
2026-04-24 13F UMA Financial Services, Inc. 34 885 −86,07 2 433 −85,54
2026-05-08 13F Align Financial, LLC 352 −98,51 25 4,35
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 −100,00 0 −100,00
2026-04-13 13F St Germain D J Co Inc 4 850 −12,53 338 −9,14
2026-04-28 13F Hobbs Wealth Management, LLC 4 082 −96,14 285 −96,00
2026-04-28 13F FSR Wealth Management Ltd. 0 −100,00 0
2026-05-08 13F BG Investment Services, Inc. 12 247 −0,14 854 3,64
2026-05-29 13F Asset Dedication, LLC 75 162 −4,51 5 243 −0,93
2026-02-17 13F Toronto Dominion Bank 0 −100,00 0
2026-05-04 13F Hibernia Wealth Partners, LLC 4 157 −3,15 290 0,35
2026-04-20 13F Hoge Financial Services, Llc 9 232 −0,90 644 2,72
2026-04-27 13F Matson Money. Inc. 3 077 453 −3,29 214 652 0,35
2026-04-27 13F Beacon Financial Advisory LLC 6 711 −56,59 468 −54,96
2026-02-12 13F Cloud Capital Management, LLC 0 −100,00 0
2026-05-07 13F Vericrest Private Wealth 73 634 −4,03 5 136 −0,43
2026-04-16 13F Friday Financial 21 064 −2,65 1 469 1,03
2026-05-15 13F Blueprint Investment Partners LLC 179 458 −29,44 12 517 −26,78
2026-05-07 13F Oak Harbor Wealth Partners, Llc 58 990 −1,52 4 115 2,19
2026-05-04 13F Greenspring Advisors, LLC 81 616 −1,44 5 693 2,26
2026-04-14 13F Focus Financial Network, Inc. 71 404 −38,15 4 980 −35,82
2026-04-28 13F Umpqua Bank 233 136 −2,93 16 261 0,72
2026-04-07 13F Orgel Wealth Management, LLC 306 540 −4,28 21 381 −0,67
2026-05-06 13F Modera Wealth Management, LLC 1 353 141 −0,96 94 382 2,76
2026-05-08 13F SYM FINANCIAL Corp 6 351 −8,04 443 −4,74
2026-05-15 13F Change Path, LLC 60 147 −3,95 4 195 −0,33
2026-05-11 13F Sage Mountain Advisors LLC 7 612 −0,57 531 3,11
2026-05-04 13F Lutz Financial Services LLC 88 939 −0,52 6 204 3,23
2026-05-14 13F Islay Capital Management, Llc 53 232 −11,33 3 713 −8,00
2026-04-28 13F RHS Financial, LLC 6 293 −9,13 439 −5,81
2026-04-23 13F Chicago Capital, LLC 7 212 −4,26 503 −0,59
2026-05-11 13F Aprio Wealth Management, LLC 25 111 −5,71 1 752 −2,18
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2026 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Features
Explore
Help Center