VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF - Institutionellt ägande - Säljare

Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
US ˙ ARCA ˙ US9219438580

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.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2026-05-12 13F M Holdings Securities, Inc. 99 811 −13,95 7 −14,29
2026-02-17 13F Guardian Partners Inc. 0 −100,00 0
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 194 501 −3,11 12 464 −0,61
2026-04-10 13F Marshall Financial Group LLC 0 −100,00 0 −100,00
2026-05-04 13F RAM Investment Partners, LLC 15 072 −0,28 966 2,22
2026-05-15 13F Fiduciary Trust Co 4 776 066 −0,95 306 050 1,60
2026-04-15 13F Ai Financial Services Llc 84 538 −10,60 5 417 −8,30
2026-02-11 13F MidWestOne Financial Group, Inc. 18 691 −23,37 1 168 −20,12
2026-04-21 13F Roth Financial Partners LLC 154 772 −10,98 9 867 −9,23
2026-04-22 13F Aspire Private Capital, LLC 327 533 −4,28 20 988 −1,82
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 88 025 −3,24 5 641 −0,76
2026-05-11 13F Loudon Investment Management, LLC 3 457 −1,40 222 0,91
2026-05-04 13F Integrity Wealth Solutions LLC 243 237 −7,08 15 587 −4,69
2026-05-13 13F Signature Equity Partners, LLC 3 518 −1,40 225 1,35
2026-04-27 13F Canal Capital Management, LLC 42 271 −12,06 2 709 −9,79
2026-04-21 13F Gutierrez Wealth Advisory, LLC 209 346 −1,37 13 415 1,17
2026-05-04 13F Bank Hapoalim Bm 0 −100,00 0
2026-04-29 13F Bluestem Financial Advisors, Llc 86 840 −2,19 5 565 0,32
2026-05-15 13F Tower Research Capital LLC (TRC) 20 −97,15 1 −97,67
2026-04-21 13F Tenon Financial LLC 205 679 −1,04 13 180 1,51
2026-02-12 13F Litman Gregory Asset Management LLC 1 583 314 −3,33 98 910 0,78
2026-04-06 13F Trust Co of the South 216 384 −20,31 13 866 −18,26
2026-05-11 13F Alpha Financial Advisors, LLC 11 880 −2,25 761 0,26
2026-05-13 13F BCJ Capital Management, LLC 46 021 −1,69 2 949 0,82
2026-04-06 13F InTrack Investment Management Inc 10 987 −0,54 704 2,03
2026-04-15 13F Northbridge Financial Group, Llc 3 781 −2,85 258 5,76
2026-04-23 13F 3Chopt Investment Partners, LLC 20 434 −14,33 1 309 −12,15
2026-04-14 13F HighRoad Wealth Advisors, LLC 141 524 −0,66 9 069 1,90
2026-05-11 13F Jordan Park Group LLC 426 624 −1,95 27 338 0,58
2026-04-22 13F Retirement Guys Formula Llc 8 975 −0,13 502 0,60
2026-04-20 13F MBA Advisors LLC 4 074 −0,51 261 2,35
2026-04-10 13F Atala Financial Inc 16 424 −8,07 1 065 −4,66
2026-05-06 13F World Equity Group, Inc. 53 936 −3,78 3 367 −3,86
2026-05-06 13F Fiduciary Wealth Partners, LLC 545 488 −19,31 34 955 −17,24
2026-05-11 13F Rock Creek Group, LP 0 −100,00 0
2026-04-17 13F Monticello Wealth Management, Llc 462 616 −1,14 29 644 1,41
2026-04-20 13F Davidson Trust Co 38 328 −0,15 2 456 2,46
2026-05-14 13F Strategic Financial Planning, Inc. 0 −100,00 0
2026-05-05 13F Meridian Management Co 603 238 −3,88 38 655 −1,40
2026-04-14 13F West Branch Capital LLC 1 176 −22,48 75 −20,21
2026-04-20 13F Kopp Family Office, LLC 439 867 −6,13 28 187 −3,71
2026-04-10 13F Aquire Wealth Advisors, LLC 38 375 −4,15 2 459 −1,68
2026-05-08 13F NewSquare Capital LLC 232 875 −2,72 14 923 −0,21
2026-04-29 13F Kaydan Wealth Management, Inc. 443 433 −34,03 28 415 −32,32
2026-03-06 13F Brighton Securities Corp. 0 −100,00 0
2026-04-27 13F Oarsman Capital, Inc. 31 908 −5,82 2 045 −3,40
2026-05-06 13F Proffitt & Goodson Inc 1 174 605 −6,51 75 269 −4,10
2026-05-06 13F Intrust Bank Na 540 862 −4,48 34 658 −2,02
2026-05-14 13F Ariel Investments, Llc 0 −100,00 0
2026-05-11 13F Scratch Capital Llc 6 930 −7,89 444 −5,53
2026-05-12 13F/A Signature Securities Group Corporation 22 146 −10,06 1 419 −7,74
2026-04-08 13F NorthCrest Asset Manangement, LLC 9 792 −26,34 633 −25,65
2026-05-15 13F Windsor Advisory Group, LLC 0 −100,00 0
2026-04-16 13F Montecito Bank & Trust 48 032 −13,12 3 078 −10,89
2026-04-09 13F Acropolis Investment Management, LLC 2 783 625 −1,02 178 375 1,53
2026-05-05 13F Legacy Advisors, LLC 6 312 −1,61 404 1,00
2026-05-13 13F Kingdom Financial Group LLC. 11 355 −2,81 728 −0,27
2026-04-27 13F Keyes, Stange & Wooten Wealth Management, LLC 6 769 −4,92 434 −2,48
2026-05-06 13F Hamilton Point Investment Advisors, LLC 3 500 −4,89 224 −2,18
2026-01-20 13F Austin Private Wealth, LLC 258 218 −6,58 16 131 −2,60
2026-05-11 13F Fourth Dimension Wealth, LLC 5 637 −51,66 361 −50,41
2026-05-05 13F Atria Investments Llc 1 040 629 −16,22 66 684 −14,07
2026-04-27 13F Arcadia Wealth Management, LLC 559 227 −4,55 35 835 −2,09
2026-05-08 13F Logan Capital Management Inc 0 −100,00 0
2026-04-15 13F Marathon Strategic Advisors, LLC 99 472 −0,26 6 374 2,33
2026-02-03 13F Apeiron RIA LLC 0 −100,00 0
2026-04-17 13F Community Bank of Raymore 8 030 −13,93 515 −11,68
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 12 749 −0,98 817 1,49
2026-05-04 13F Retirement Planning Group 125 729 −2,31 8 057 0,20
2026-05-20 13F/A Arete Wealth Advisors, LLC 156 282 −7,29 10 008 99 980,00
2026-04-14 13F Joule Financial, LLC 134 998 −1,46 8 651 1,08
2026-05-01 13F Sterling Investment Management, Inc. 23 234 −2,18 1 489 0,34
2026-05-15 13F Quadrature Capital Ltd 0 −100,00 0
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 11 128 −0,01 713 2,59
2026-04-24 13F Eagle Bay Advisors LLC 33 914 −83,53 2 173 −83,11
2026-05-08 13F Seneschal Advisors, LLC 8 089 −5,00 518 −2,45
2026-05-04 13F Element Wealth, LLC 8 177 −0,96 524 1,75
2026-04-21 13F Yardley Wealth Management LLC 5 681 −1,58 364 1,11
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 343 869 −0,53 22 035 2,04
2026-04-09 13F VERITY Wealth Advisors 63 012 −7,24 4 038 −4,86
2026-04-21 13F Maseco Llp 32 940 −0,39 2 111 2,18
2026-05-05 13F Clarity Asset Management, Inc. 1 363 −75,38 87 −74,78
2026-05-11 13F Elevation Wealth Management LLC 5 764 −36,60 369 −34,92
2026-04-09 13F Peterson Wealth Advisors, LLC 85 944 −6,39 5 507 −3,98
2026-01-07 13F Marotta Asset Management 0 −100,00 0
2026-05-15 13F Horizon Kinetics Asset Management Llc 0 −100,00 0
2026-05-05 13F BCGM Wealth Management, LLC 63 977 −5,18 4 100 −2,75
2026-02-17 13F Bank Of America Corp /de/ Put 0 −100,00 0 −100,00
2026-04-22 13F Stone House Investment Management, LLC 6 526 −11,88 418 −9,52
2026-05-05 13F Prosperity Consulting Group, LLC 144 166 −2,37 9 238 0,15
2026-04-29 13F Golden Road Advisors Llc 77 885 −0,76 4 991 1,80
2026-05-14 13F Johnson Financial Group, LLC 3 654 573 −0,10 234 185 2,48
2026-05-12 13F Ally Invest Advisors Inc. 4 557 340 −1,03 292 034 1,52
2026-06-03 13F DBK Financial Counsel, LLC 126 416 −19,93 8 101 −17,87
2026-04-22 13F MN Wealth Advisors, LLC 0 −100,00 0
2026-05-01 13F Arq Wealth Advisors, Llc 83 020 −1,26 5 320 1,28
2026-05-01 13F Wilian Securities, LLC 35 884 −50,49 2 299 −49,22
2026-04-13 13F Richard P Slaughter Associates Inc 13 165 −6,58 844 −4,20
2026-05-14 13F Missouri Trust & Investment Co 12 126 −0,66 777 1,97
2026-05-13 13F WealthCollab, LLC 4 470 −26,36 286 −24,54
2026-05-15 13F Atom Investors LP 0 −100,00 0
2026-04-16 13F Rockland Trust Co 59 775 −0,35 3 830 2,22
2026-04-06 13F Hall Laurie J Trustee 26 669 −3,33 1 709 −0,87
2026-04-16 13F Beese Fulmer Investment Management, Inc. 4 344 −0,89 278 1,83
2026-05-01 13F Castle Wealth Management Llc 47 792 −0,64 3 063 1,93
2026-04-27 13F NorthLanding Financial Partners, LLC 56 012 −2,32 3 589 0,20
2026-04-15 13F Cypress Wealth Services, LLC 100 517 −1,71 6 441 0,83
2026-05-13 13F B&D White Capital Company, LLC 7 429 −24,49 476 −22,48
2026-04-09 13F Tompkins Financial Corp 675 522 −1,03 43 287 1,52
2026-04-24 13F TSG Advice Partners, LLC 4 853 −0,35 311 2,30
2026-04-07 13F Legacy Private Trust Co. 1 122 493 −1,90 71 929 0,63
2026-04-28 13F Brighton Jones Llc 0 −100,00 0
2026-04-13 13F Robinhood Asset Management, LLC 5 115 −48,33 328 −47,09
2026-04-21 13F Accredited Investor Services, Llc 0 −100,00 0
2026-05-06 13F HighMark Wealth Management LLC 851 −12,09 55 −10,00
2026-04-24 13F KC Investment Advisors, LLC 17 591 −9,85 1 127 −7,47
2026-05-14 13F St. Louis Trust Co 505 137 −1,65 32 369 0,88
2026-05-04 13F H&H Retirement Design & Management INC 3 399 −5,40 234 −2,10
2026-05-13 13F Heritage Wealth Advisors 10 412 −0,23 667 2,46
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 11 587 −5,67 742 −3,26
2026-04-20 13F Fonville Wealth Management LLC 217 311 −0,08 13 925 2,50
2026-05-18 13F Edgestream Partners, L.P. 5 805 −60,51 372 −59,59
2026-05-11 13F Kaleidoscope Capital Lp 323 236 −6,90 20 713 −4,50
2026-04-13 13F Whalen Wealth Management Inc. 6 355 −12,86 407 −10,55
2026-04-28 13F Nbt Bank N A /ny 20 566 −1,98 1 318 0,53
2026-05-07 13F Fedenia Advisers LLC 70 154 −60,37 4 495 −59,35
2026-04-29 13F Advance Capital Management, Inc. 5 999 −4,05 384 −1,54
2026-05-08 13F Guidance Capital, Inc 45 475 −1,67 3 137 3,77
2026-04-20 13F Golden Reserve Retirement LLC 0 −100,00 0
2026-05-05 13F Collaborative Wealth Managment Inc. 7 321 −13,85 469 −11,51
2026-05-08 13F Highview Capital Management LLC/DE/ 181 098 −14,89 11 605 −12,69
2026-02-04 13F AIFG Consultants Ltd. 3 567 −0,56 223 3,74
2026-06-01 13F Integrated Investment Consultants, LLC 166 101 −6,41 10 644 −4,00
2026-04-22 13F Figure 8 Investment Strategies Llc 0 −100,00 0
2026-05-13 13F Forefront Analytics, LLC 47 307 −61,60 3 031 −60,62
2026-02-04 13F Pandora Wealth, Inc. 3 522 −0,93 220 3,29
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 10 237 −0,18 656 2,34
2026-05-11 13F Integrity Advisory Solutions, LLC 179 204 −4,85 11 483 −2,40
2026-04-28 13F Clear Retirement Advice LLC 42 683 −0,64 2 735 −4,67
2026-04-30 13F Legacy Financial Advisors, Inc. 51 930 −6,53 3 328 −4,12
2026-04-14 13F Bay Harbor Wealth Management, LLC 320 707 −10,69 20 551 −8,39
2026-02-13 13F Barclays Plc 43 712 −2,29 2 731 1,87
2026-05-08 13F Resources Investment Advisors, LLC. 166 314 −22,44 10 657 −20,44
2026-05-01 13F Martel Wealth Advisors Inc 169 909 −7,42 10 888 −5,04
2026-04-09 13F Rockingstone Advisors LLC 70 669 −0,43 4 528 2,14
2026-02-13 13F Morton Community Bank 0 −100,00 0
2026-05-11 13F Atlas Legacy Advisors, LLC 37 196 −0,12 2 384 2,45
2026-04-27 13F BIP Wealth, LLC 20 942 −95,93 1 342 −95,83
2026-04-10 13F Winebrenner Capital Management Llc 5 114 −4,68 328 −2,39
2026-04-09 13F Aletheian Wealth Advisors LLC 325 489 −9,79 20 857 −3,53
2026-04-22 13F Silver Coast Investments LLC 61 366 −4,17 3 932 −1,70
2026-05-12 13F Northwest Bancshares, Inc. 15 635 −0,70 1 002 1,83
2026-05-13 13F Bank OZK 5 436 −10,49 348 −8,18
2026-05-04 13F Nwam Llc 237 633 −1,26 15 227 −1,20
2026-04-14 13F SigFig Wealth Management, LLC 479 118 −6,82 30 693 −4,48
2026-04-16 13F Strategic Advisory Partners, Llc 13 304 −7,53 853 −5,12
2026-05-07 13F Washington Trust Bank 27 457 −53,18 1 759 −51,98
2026-04-21 13F GHP Investment Advisors, Inc. 504 486 −0,46 32 327 2,10
2026-06-01 13F Concorde Asset Management, LLC 5 950 −21,64 381 −19,62
2026-02-10 13F Bruce G. Allen Investments, LLC 0 −100,00 0
2026-05-12 13F Laurel Wealth Advisors LLC 18 198 −14,15 1 289 −2,72
2026-05-12 13F Hanlon Investment Management, Inc. 42 410 −6,14 2 718 −3,72
2026-05-14 13F Guardian Asset Advisors, LLC 10 839 −79,61 695 −79,10
2026-04-22 13F Oak Harvest Investment Services 6 281 −24,43 403 −22,54
2026-04-24 13F Ledyard National Bank 10 148 −10,59 650 −8,32
2026-05-06 13F Frontier Asset Management, LLC 9 549 −12,72 612 −10,54
2026-04-17 13F Bell Investment Advisors, Inc 18 211 −11,30 1 167 −9,05
2026-04-17 13F Hanson & Doremus Investment Management 811 831 −0,25 52 4,00
2026-05-14 13F Laraway Financial Inc 79 398 −1,98 5 088 0,53
2026-04-09 13F Wincap Financial Llc 35 440 −22,99 2 271 −20,98
2026-02-12 13F Commonwealth Equity Services, Llc 17 014 674 −2,53 1 062 907 101 613,49
2026-04-29 13F American Wealth Advisors, LLC 0 −100,00 0
2026-05-12 13F Motley Fool Wealth Management, LLC 99 314 −5,26 6 364 −2,81
2026-05-14 13F Modern Wealth Management, LLC 425 409 −2,91 27 711 1,24
2026-02-17 13F Hollow Brook Wealth Management LLC 0 −100,00 0
2026-04-22 13F DDFG, Inc 94 076 −0,90 6 028 1,65
2026-05-14 13F 1832 Asset Management L.P. 21 474 −1,55 1 376 1,03
2026-05-14 13F Chandler Asset Management, Inc. 856 468 −7,18 54 882 −4,79
2026-05-14 13F Neuberger Berman Group LLC 42 958 −4,99 2 753 −2,55
2026-05-14 13F Gladstone Institutional Advisory LLC 55 463 −32,49 3 554 −30,75
2026-04-14 13F Nbc Securities, Inc. 170 210 −1,43 10 907 1,11
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 −100,00 0
2026-04-21 13F J.E. Simmons & Co., P.C. 29 351 −1,35 1 881 1,18
2026-05-12 13F Parsonex Advisory Services, Inc. 34 588 −10,63 2 216 −8,32
2026-04-16 13F CogentBlue Wealth Advisors, LLC 58 780 −2,70 3 767 −0,19
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 593 905 −8,64 38 057 −6,28
2026-04-08 13F Northstar Advisory Group, LLC 7 644 −2,48 490 0,00
2026-04-16 13F First Merchants Corp 29 095 −4,29 2 953 −1,20
2026-05-04 13F Autumn Glory Partners, LLC 72 382 −8,34 4 638 −5,98
2026-04-21 13F Red Tortoise LLC 70 848 −0,16 4 540 2,39
2026-05-06 13F Modera Wealth Management, LLC 5 345 932 −2,90 342 567 −0,40
2026-05-07 13F Pillar Financial Advisors, LLC 16 965 −3,59 1 087 −1,09
2026-05-08 13F Darden Wealth Group Inc 10 642 −14,97 682 −12,80
2026-04-14 13F Legacy Trust 18 322 −18,08 1 174 −15,96
2026-05-05 13F Mjp Associates Inc /adv 299 599 −20,33 19 198 −18,28
2026-04-10 13F Quaker Wealth Management, LLC 73 −88,21 5 −89,47
2026-04-22 13F Wallington Asset Management, LLC 1 253 147 −1,18 80 302 1,36
2026-05-15 13F JMN Financial LLC 35 682 −2,37 2 287 0,13
2026-04-29 13F American Capital Advisory, LLC 2 074 −19,27 133 −17,50
2026-04-29 13F Orin Green Financial, LLC 369 189 −0,79 23 658 1,77
2026-05-04 13F Legacy Financial Group LLC 85 338 −3,14 5 468 −7,09
2026-04-29 13F/A Salem Investment Counselors Inc 17 228 −4,42 1 104 −2,04
2026-05-01 13F Evolution Advisers, Inc. 598 049 −0,51 38 2,70
2026-05-12 13F Vickerman Investment Advisors, Inc. 5 353 −1,16 343 1,48
2026-04-15 13F Motive Wealth Advisors 346 246 −14,69 22 187 −12,49
2026-05-13 13F Hardman Johnston Global Advisors LLC 0 −100,00 0
2026-04-28 13F Integral Investment Advisors, Inc. 12 018 −3,49 770 −0,90
2026-05-02 13F Burton Enright Welch 16 442 −2,37 1 054 0,10
2026-05-13 13F Adviser Investments LLC 14 612 210 −4,90 936 350 −2,45
2026-05-05 13F West Paces Advisors Inc. 4 108 −1,25 263 1,54
2026-04-22 13F Monument Group Wealth Advisors, LLC 147 684 −4,52 9 464 −2,06
2026-05-15 13F NorthRock Partners, LLC 461 341 −0,11 29 563 2,46
2026-05-12 13F ESG Planning 98 485 −29,04 6 311 −27,22
2026-04-21 13F Topsail Wealth Management, LLC 265 544 −0,06 17 016 2,52
2026-04-21 13F OneAscent Wealth Management LLC 4 979 −23,71 319 −21,62
2026-02-10 13F Beaumont Capital Management, LLC 0 −100,00 0
2026-04-30 13F Accredited Investors Inc. 339 208 −2,49 21 736 0,03
2026-01-16 13F Formidable Asset Management, LLC 0 −100,00 0
2026-01-23 13F Rede Wealth, LLC 0 −100,00 0
2026-05-15 13F Shufro Rose & Co Llc 15 953 −21,83 1 022 −19,78
2026-04-08 13F Shore Point Advisors, LLC 5 676 −0,33 364 2,25
2026-04-24 13F Michels Family Financial, LLC 9 073 −0,85 581 1,75
2026-05-15 13F National Bank Of Canada /fi/ 2 172 361 −29,51 139 211 −27,69
2026-04-15 13F Belleair Asset Management, LLC 15 510 −2,02 994 0,51
2026-04-22 13F Romano Brothers And Company 13 977 −2,00 896 0,56
2026-05-15 13F Qube Research & Technologies Ltd 0 −100,00 0
2026-04-30 13F Csenge Advisory Group 107 020 −9,89 6 858 −7,58
2026-04-29 13F Saxon Interests, Inc. 0 −100,00 0
2026-05-15 13F Aufman Associates Inc 507 208 −1,59 32 502 0,94
2026-02-12 13F NDVR, Inc. 458 244 −1,25 28 627 2,95
2026-05-15 13F Van Diest Capital, LLC 5 503 −24,33 353 −22,47
2026-05-14 13F Seven Post Investment Office LP 200 180 −13,33 12 828 −11,10
2026-05-15 13F Common Fund For Nonprofit Organizations 32 754 −86,98 2 099 −86,64
2026-04-16 13F Blue Zone Wealth Advisors, LLC 17 352 −2,00 1 112 0,45
2026-02-06 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-05-05 13F Wealthfront Advisers Llc 57 686 964 −1,70 3 696 581 0,83
2026-05-15 13F Nepc Llc 4 487 383 −1,94 287 552 0,59
2026-04-15 13F 21 West Wealth Management LLC 7 661 −0,39 491 2,08
2026-05-12 13F Anchor Capital Advisors Llc 14 947 −19,56 958 −17,50
2026-05-15 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-04-15 13F Merit Financial Group, LLC 933 569 −0,76 59 823 1,80
2026-05-12 13F Index Fund Advisors, Inc. 4 434 −29,73 284 −27,92
2026-04-23 13F Emerald Advisors, LLC 5 958 −12,01 382 −9,93
2026-04-29 13F Connable Office Inc 1 259 848 −3,37 80 731 −0,88
2026-05-05 13F Westover Capital Advisors, LLC 7 067 −2,30 453 0,22
2026-04-17 13F Nautilus Advisors LLC 0 −100,00 0
2026-05-14 13F Apriem Advisors 570 851 −0,49 36 580 2,08
2026-05-12 13F Cadence Wealth Management LLC 3 442 −17,10 221 −15,06
2026-04-20 13F Peoples Financial Services Corp. 30 648 −0,20 1 964 2,35
2026-05-07 13F Bearing Point Capital, Llc 108 465 −0,77 6 950 1,79
2026-04-15 13F Founders Grove Wealth Partners, Llc 546 091 −0,44 34 994 2,13
2026-04-20 13F Friedenthal Financial 12 638 −21,18 810 −19,18
2026-04-21 13F Vigil Wealth Management, LLC 7 823 −3,30 501 −0,79
2026-05-14 13F Bridgewater Advisors Inc. 13 244 −26,86 935 −20,56
2026-04-22 13F TBH Global Asset Management, LLC 7 996 −6,01 512 −3,58
2026-04-21 13F Grimes & Company, Inc. 91 386 −3,99 5 856 −1,53
2026-04-07 13F Heartwood Wealth Advisors LLC 832 286 −7,66 53 333 −5,28
2026-04-06 13F CX Institutional 28 761 −0,29 2 0,00
2026-04-22 13F Motco 27 874 −2,93 1 786 −0,39
2026-04-27 13F Great Point Wealth Advisors, LLC 9 342 −4,69 599 −2,29
2026-04-16 13F Mendota Financial Group, LLC 0 −100,00 0
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 5 115 −50,00 328 −50,15
2026-05-06 13F Kera Capital Partners, Inc. 12 547 −3,26 804 −6,29
2026-05-01 13F Ruedi Wealth Management, Inc. 8 191 −10,37 525 −8,07
2026-05-14 13F Diversified Enterprises, LLC 103 381 −4,61 6 625 −2,16
2026-04-15 13F Tribridge Partners Financial LLC 5 608 −4,27 363 −0,82
2026-04-30 13F Hassell Wealth Management, LLC 450 573 −0,40 28 873 −2,02
2026-05-14 13F Andrews Advisory Associates, LLC 47 408 −30,83 3 038 −29,06
2026-04-08 13F Quantum Financial Advisors, LLC 11 303 −2,32 724 0,28
2026-04-10 13F Boston Research & Management Inc 19 498 −2,84 1 0,00
2026-05-08 13F Clarion Wealth Managment Partners, LLC 46 438 −7,89 2 976 −5,53
2026-04-23 13F SageGuard Financial Group, LLC 4 800 −11,75 308 −9,44
2026-04-17 13F Nottingham Advisors, Inc. 27 677 −1,02 1 774 1,55
2026-05-12 13F Cloud Capital Management, LLC 3 632 −2,37 0
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 71 992 −0,03 4 613 2,56
2026-04-28 13F Stratos Wealth Partners, LTD. 300 962 −3,03 19 286 −0,54
2026-05-15 13F Millennium Management Llc 0 −100,00 0
2026-01-29 13F Wealth Alliance Advisory Group, LLC 0 −100,00 0
2026-04-21 13F Oak Wealth Advisors LLC 11 108 −3,82 712 −1,39
2026-04-13 13F Bank of New Hampshire 101 133 −0,22 6 481 2,35
2026-04-27 13F Koshinski Asset Management, Inc. 120 973 −3,88 7 752 −1,41
2026-04-22 13F BKM Wealth Management, LLC 203 463 −0,06 13 038 2,52
2026-04-27 13F Thrive Capital Management, LLC 228 183 −1,34 14 622 1,20
2026-04-28 13F Probity Advisors, Inc. 22 732 −0,55 1 457 2,03
2026-04-28 13F Berger Financial Group, Inc 61 234 −1,70 3 924 0,82
2026-05-06 13F Arcus Capital Partners, LLC 16 122 −1,70 1 033 0,88
2026-05-12 13F Richardson Capital Management LLC 4 111 −2,10 263 0,38
2026-05-15 13F Nikulski Financial, Inc. 16 400 −15,69 1 051 −13,58
2026-04-29 13F Opulen Financial Group LLC 12 344 −0,36 791 2,20
2026-05-14 13F RMG Wealth Management LLC 1 134 −60,24 80 −61,72
2026-05-16 13F Sunbelt Securities, Inc. 5 641 −4,76 361 −2,17
2026-04-08 13F Birchbrook, Inc. 196 199 −1,33 12 572 1,21
2026-04-27 13F USAdvisors Wealth Management, LLC 4 024 −1,54 0
2026-05-12 13F Entrust Financial Llc 117 440 −5,60 7 526 −3,17
2026-05-12 13F Colonial Trust Advisors 2 562 −1,91 164 0,61
2026-04-22 13F Quattro Financial Advisors Llc 164 574 −3,64 10 546 −1,16
2026-05-06 13F MorganRosel Wealth Management, LLC 94 973 −21,36 6 086 −19,34
2026-04-07 13F Twele Capital Management, Inc. 414 535 −3,32 26 563 −0,83
2026-04-10 13F Financial Advisory Corp 760 053 −2,08 48 704 0,44
2026-01-26 13F SMART Wealth LLC 0 −100,00 0
2026-04-09 13F IFG Advisors, LLC 190 823 −2,23 12 228 0,29
2026-04-01 13F Burkett Financial Services, Llc 378 257 −2,07 24 239 0,45
2026-04-21 13F Falcon Wealth Planning 40 720 −6,11 2 609 −3,69
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 −100,00 0
2026-02-09 13F Financial Advisory Corp /ut/ /adv 4 516 −25,31 0
2026-05-05 13F Cullen/frost Bankers, Inc. 38 661 −22,20 2 477 −20,20
2026-05-11 13F TD Capital Management LLC 3 908 −6,93 250 −4,58
2026-05-08 13F Wealthedge Investment Advisors, Llc 27 161 −0,79 1 740 1,75
2026-04-22 13F apricus wealth, LLC 11 168 −6,55 716 −4,16
2026-04-29 13F WPG Advisers, LLC 16 065 −7,94 1 029 −5,60
2026-04-17 13F Total Clarity Wealth Management, Inc. 28 434 −6,36 1 822 −3,90
2026-04-29 13F Financial Life Advisors 20 268 −8,58 1 299 −6,21
2026-06-03 13F/A Wealthquest Corp 19 133 −11,05 1 226 −8,71
2026-04-17 13F James J. Burns & Company, LLC 83 100 −0,29 5 325 2,29
2026-05-12 13F WealthTrak Capital Management LLC 21 764 −0,51 1 395 2,05
2026-04-20 13F McKinley Carter Wealth Services, Inc. 525 701 −37,31 33 687 −35,69
2026-04-28 13F Golden State Wealth Management, LLC 19 297 −2,22 1 237 0,32
2026-05-15 13F Wellington Management Group Llp 2 084 557 −8,49 133 578 −6,13
2026-04-14 13F FMA Wealth Management, LLC 260 071 −0,07 16 665 2,50
2026-04-08 13F Sapient Capital Llc 72 804 −0,58 4 665 1,46
2026-04-21 13F Trust Co Of Virginia /va 15 905 −5,09 1 019 −2,58
2026-04-21 13F Hidden Cove Wealth Management, LLC 6 740 −5,97 432 −3,58
2026-04-29 13F Efficient Advisors, LLC 630 007 −19,20 40 371 −17,12
2026-05-14 13F American Alpha Advisors, LLC 21 603 −2,56 1 384 −0,07
2026-04-22 13F Norris Perne & French Llp/mi 75 728 −6,63 4 853 −4,22
2026-05-04 13F Procyon Private Wealth Partners, LLC 373 156 −1,71 23 912 0,82
2026-05-12 13F Americana Partners, LLC 89 878 −1,36 5 759 1,18
2026-05-08 13F Everett Harris & Co /ca/ 0 −100,00 0
2026-04-29 13F Rockwood Wealth Management, LLC 0 −100,00 0
2026-05-11 13F Ellevest, Inc. 604 859 −0,58 38 759 1,98
2026-05-13 13F Petra Financial Advisors Inc 0 −100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2 187 334 −32,78 140 756 −32,56
2026-05-05 13F Ethos Financial Group, LLC 13 303 −54,56 855 −53,23
2026-05-01 13F Concord Wealth Partners 0 −100,00 0
2026-04-16 13F Center For Asset Management LLC 11 193 −7,48 717 −5,03
2026-05-08 13F Russell Investments Group, Ltd. 122 601 −1,69 7 856 0,85
2026-05-13 13F Alesco Advisors Llc 820 151 −5,09 52 555 −2,64
2026-05-14 13F Proficio Capital Partners LLC 74 213 −32,37 4 756 −30,62
2026-02-17 13F SageView Advisory Group, LLC 71 264 −4,19 4 452 −0,13
2026-05-11 13F Mountain Capital Investment Advisors, Inc 7 213 −53,34 491 −51,77
2026-05-07 13F Bahl & Gaynor Inc 41 362 −1,08 2 650 1,45
2026-05-04 13F Northland Securities, Inc. 8 830 −2,25 566 0,18
2026-04-24 13F Greystone Financial Group, LLC 41 375 −34,25 2 651 −32,56
2026-04-10 13F Windsor Capital Management, LLC 118 639 −10,16 7 602 −7,84
2026-05-11 13F POM Investment Strategies, LLC 571 −87,42 37 −87,28
2026-05-11 13F Daymark Wealth Partners, Llc 28 031 −8,15 1 796 −5,77
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 −100,00 0
2026-05-07 13F Planning Alternatives Ltd /adv 1 240 204 −3,51 79 472 −1,03
2026-04-15 13F Cranbrook Wealth Management, LLC 34 533 −3,57 2 213 −1,12
2026-04-30 13F Donaldson Capital Management, Llc 6 556 −0,02 420 2,69
2026-05-01 13F Keener Financial Planning LLC 802 324 −0,44 51 2,00
2026-04-23 13F O'Connor Financial Group LLC 6 454 −0,34 414 −3,05
2026-04-21 13F Venturi Wealth Management, LLC 12 315 −4,19 789 −1,62
2026-04-24 13F Crux Wealth Advisors 14 688 −6,24 941 −3,78
2026-04-28 13F Howe & Rusling Inc 7 432 −1,90 476 0,63
2026-05-15 13F Lazard Asset Management Llc 30 258 −41,37 1 939 −39,89
2026-04-02 13F Collective Family Office Llc 53 991 −11,00 3 460 −8,71
2026-04-27 13F Gordian Advisors LLC 266 171 −0,95 17 056 1,60
2026-02-13 13F Total Wealth Planning, Llc 5 047 −43,27 315 −40,90
2026-04-16 13F Fiduciary Advisors, Inc. 105 554 −7,51 6 764 −5,13
2026-04-16 13F MontVue Capital Management, Inc. 18 712 −4,74 1 199 −2,28
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 336 871 −5,89 21 587 −3,47
2026-05-12 13F Planwiser Financial, Llc 0 −100,00 0
2026-04-24 13F Key FInancial Inc 22 127 −1,95 1 418 0,57
2026-05-15 13F Segall Bryant & Hamill, Llc 0 −100,00 0
2026-04-24 13F Balentine LLC 403 190 −2,03 25 836 0,50
2026-05-07 13F Advisor OS, LLC 360 560 −17,11 23 105 −14,98
2026-05-08 13F Perspective Wealth Advisors Llc 28 212 −1,42 1 808 1,12
2026-05-13 13F Old North State Trust, LLC 23 628 −37,93 2 −50,00
2026-04-23 13F Barry Investment Advisors, LLC 68 894 −0,93 4 415 1,61
2026-04-14 13F Affiance Financial, LLC 522 437 −3,43 33 478 −0,94
2026-05-07 13F Burk Holdings LLC 2 519 −56,30 161 −55,28
2026-05-12 13F Baker Avenue Asset Management, LP 69 655 −0,46 4 464 2,10
2026-05-14 13F Trace Wealth Advisors, LLC 176 958 −4,87 11 339 −2,42
2026-05-11 13F National Wealth Management Group, LLC 11 479 −23,80 736 −21,89
2026-04-08 13F Dynamic Advisor Solutions LLC 265 496 −2,47 17 013 0,05
2026-05-05 13F Compass Financial Group, Inc. 105 848 −1,00 6 783 1,54
2026-05-05 13F Donalies Financial Planning, LLC 83 885 −0,09 5 375 2,48
2026-05-08 13F McAdam, LLC 102 239 −6,14 6 551 −3,72
2026-02-13 13F Tcfg Wealth Management, Llc 0 −100,00 0 −100,00
2026-04-08 13F West Financial Advisors, LLC 1 069 091 −2,94 68 507 −0,44
2026-04-08 13F BOS Asset Management, LLC 75 036 −2,05 4 808 0,48
2026-05-15 13F Sonoma Private Wealth LLC 14 539 −2,54 932 0,00
2026-05-14 13F Financial Engines Advisors L.L.C. 239 017 −0,65 15 316 1,91
2026-04-30 13F Independence Bank of Kentucky 12 775 −2,74 819 −0,24
2026-02-13 13F Ariadne Wealth Management, LP 0 −100,00 0
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 221 537 −6,39 14 196 −3,98
2026-05-11 13F Linscomb & Williams, Inc. 3 896 828 −11,10 249 709 −8,81
2026-05-14 13F Fort Point Capital Partners LLC 336 262 −9,62 21 548 −10,84
2026-04-23 13F Willis Johnson & Associates, Inc. 81 757 −1,34 5 239 1,20
2026-04-29 13F Cary Street Partners Financial Llc 155 120 −2,64 8 764 −0,49
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-05-01 13F Citizens Business Bank 910 316 −1,07 58 333 1,48
2026-05-15 13F State Street Corp 29 438 −9,55 1 886 −7,23
2026-04-21 13F Trilogy Capital Inc. 1 037 450 −0,88 66 480 1,68
2026-04-22 13F Eqis Capital Management, Inc. 8 060 −33,76 516 −32,11
2026-05-06 13F Sentinus, LLC 132 652 −2,11 8 500 0,41
2026-04-15 13F NorthAvenue LLC 1 538 −22,98 99 −20,97
2026-04-17 13F Nova R Wealth, Inc. 74 889 −1,99 4 799 0,52
2026-04-16 13F Cambridge Advisors Inc. 524 375 −4,45 33 602 −1,99
2026-04-20 13F Ronald Blue Trust, Inc. 38 724 −12,63 2 481 −10,37
2026-05-13 13F Calton & Associates, Inc. 74 425 −8,52 4 769 −6,16
2026-04-24 13F Able Wealth Management LLC 6 554 −9,07 420 −6,89
2026-05-05 13F Golden Bell Financial Planning LLC 17 600 −1,51 1 128 0,99
2026-01-16 13F Marino, Stram & Associates Llc 0 −100,00 0
2026-05-12 13F CIBC Asset Management Inc 7 030 −1,06 450 1,58
2026-05-07 13F New York Life Investment Management Llc 1 139 233 −10,01 73 002 −7,69
2026-05-07 13F First Command Advisory Services, Inc. 828 −48,48 53 −47,00
2026-05-05 13F PFG Advisors 54 560 −14,40 3 496 −12,18
2026-04-28 13F Opes Wealth Management LLC 23 615 −13,99 1 513 −11,78
2026-04-20 13F Breakwater Capital Group 29 711 −0,49 1 904 2,04
2026-04-16 13F Meadowbrook Advisors Group, LLC 109 204 −0,99 6 998 1,55
2026-05-08 13F Idaho Trust Bank 19 545 −0,57 1 252 1,95
2026-05-05 13F D.a. Davidson & Co. 3 572 615 −1,60 228 933 0,94
2026-05-12 13F Cambiar Investors Llc 3 843 −68,50 246 −67,72
2026-04-17 13F Essex Savings Bank 59 453 −0,03 3 810 2,53
2026-05-01 13F American Trust 460 453 −1,72 29 506 0,81
2026-02-11 13F Cookson Peirce & Co Inc 0 −100,00 0
2026-05-13 13F Keystone Financial Group 17 187 −12,01 1 101 −9,75
2026-05-11 13F Condor Capital Management 80 499 −1,81 5 158 0,72
2026-05-18 13F Strait & Sound Wealth Management LLC 3 421 −14,07 219 −11,69
2026-04-27 13F Fiduciary Planning LLC 6 346 −1,96 407 0,50
2026-05-15 13F Coppell Advisory Solutions LLC 0 −100,00 0
2026-05-06 13F Atlantic Trust, LLC 14 537 −18,84 932 −16,73
2026-05-18 13F Claris Financial LLC 26 014 −2,76 1 667 −0,30
2026-04-30 13F Titleist Asset Management, Llc 86 961 −5,85 5 572 −3,41
2026-04-08 13F Charis Legacy Partners, LLC 32 210 −5,13 2 064 −2,69
2026-05-12 13F Ausdal Financial Partners, Inc. 289 238 −1,96 18 534 0,57
2026-05-08 13F Maple Capital Management, Inc. 3 403 −4,89 218 −2,24
2026-02-11 13F Barrow Hanley Mewhinney & Strauss Llc 0 −100,00 0
2026-04-24 13F Innova Wealth Partners 16 678 −51,72 1 069 −50,49
2026-05-13 13F Rhl Group, Llc 66 −26,67 4 −20,00
2026-05-06 13F Eq Llc 21 424 −1,31 1 373 1,18
2026-05-11 13F CAPROCK Group, Inc. 0 −100,00 0
2026-04-24 13F SOL Capital Management CO 5 935 −86,65 312 15 500,00
2026-05-15 13F AlphaCore Capital LLC 135 515 −14,52 8 684 −12,32
2026-05-06 13F Topel & Distasi Wealth Management, LLC 65 991 −27,17 4 229 −25,30
2026-04-17 13F Ballentine Capital Advisors, Inc 509 740 −0,08 32 664 2,50
2026-04-27 13F Rochester Wealth Strategies, LLC 252 558 −1,71 16 184 0,82
2026-05-15 13F Rehmann Capital Advisory Group 96 129 −6,32 6 160 −3,92
2026-04-20 13F C2C Wealth Management, LLC 44 861 −0,07 2 875 2,50
2026-04-10 13F First Bank & Trust 776 648 −2,24 49 768 0,28
2026-04-21 13F AA Financial Advisors, LLC 5 748 −30,56 368 −28,82
2026-04-21 13F Aaron Wealth Advisors LLC 4 798 −40,09 307 −38,60
2026-02-13 13F Pine Valley Investments Ltd Liability Co 206 354 −2,86 12 891 1,26
2026-04-23 13F Private Wealth Management Group, LLC 38 982 −1,59 2 498 0,93
2026-04-15 13F Ami Investment Management Inc 21 291 −0,75 1 364 1,79
2026-04-24 13F Merited Wealth, LLC 0 −100,00 0
2026-04-21 13F Chapin Davis, Inc. 20 972 −9,84 1 344 −7,57
2026-04-28 13F Antonelli Financial Advisors, LLC 21 248 −0,56 1 362 2,02
2026-04-30 13F BRYN MAWR TRUST Co 4 102 415 −0,98 262 883 1,58
2026-05-14 13F Rialto Wealth Management, LLC 270 782 −1,86 17 352 0,67
2026-05-14 13F Wrenne Financial Planning LLC 16 360 −3,41 1 048 −0,95
2026-04-22 13F Wiser Advisor Group LLC 1 108 −16,69 71 −14,46
2026-04-15 13F Asset Allocation & Management Company, LLC 72 039 −1,57 5 0,00
2026-04-23 13F American National Bank 5 811 −1,69 372 0,81
2026-05-13 13F Parkside Financial Bank & Trust 66 287 −5,80 4 248 −3,39
2026-02-13 13F Axim Planning & Wealth 0 −100,00 0
2026-05-11 13F Shepherd Financial Partners LLC 60 565 −4,92 3 881 −2,46
2026-04-22 13F Uniting Wealth Partners, LLC 4 497 −0,77 288 1,77
2026-01-28 13F Absher Wealth Management, Llc 0 −100,00 0
2026-05-01 13F Avion Wealth 917 970 −3,61 59 −1,69
2026-05-04 13F Rodgers & Associates, LTD 307 921 −2,74 19 732 −0,23
2026-04-21 13F Parker Financial LLC 799 373 −2,15 51 085 0,10
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 25 633 −14,71 1 643 164 100,00
2026-04-13 13F Arcadia Investment Advisors Llc 23 039 −0,86 1 476 1,72
2026-05-05 13F Allspring Global Investments Holdings, LLC 960 908 −6,70 62 594 −3,84
2026-04-08 13F Nestegg Advisors, Inc. 65 101 −0,31 4 172 2,26
2026-05-01 13F Heritage Investment Group, Inc. 31 116 −1,32 1 994 1,22
2026-05-08 13F Camelot Portfolios, LLC 0 −100,00 0
2026-04-14 13F William Mack & Associates, Inc. 385 705 −2,62 24 716 −0,11
2026-04-21 13F Ketron Financial 18 975 −0,32 1 216 2,19
2026-04-23 13F Interchange Capital Partners, LLC 39 846 −64,49 2 060 −70,62
2026-05-08 13F Maia Wealth LLC 17 130 −6,75 1 098 −12,80
2026-05-01 13F Lincoln Capital LLC 9 747 −1,18 622 0,81
2026-05-01 13F Carnegie Capital Asset Management, LLC 9 901 −9,59 634 −7,31
2026-05-15 13F Keewaydin Investments LLC 2 176 727 −7,27 139 485 −4,88
2026-04-14 13F Moller Financial Services 247 152 −0,54 15 837 2,02
2026-04-24 13F Redwood Wealth Management Group, LLC 28 896 −1,09 1 852 1,48
2026-05-01 13F Emerald Investment Partners, Llc 19 359 −0,22 1 241 2,31
2026-04-07 13F Sage Capital Advisors,llc 36 737 −1,11 2 354 1,47
2026-04-13 13F Garrett Investment Advisors LLC 204 884 −0,70 13 129 1,85
2026-05-14 13F Rock Point Advisors, LLC 4 404 −3,29 282 −0,70
2026-05-15 13F Asset Management Group, Inc. 11 699 −0,22 750 2,32
2026-05-12 13F Voya Investment Management Llc 4 942 229 −14,26 316 698 −12,04
2026-04-09 13F Chemistry Wealth Management LLC 0 −100,00 0
2026-04-20 13F Brandywine Oak Private Wealth Llc 123 101 −0,49 7 888 2,08
2026-05-12 13F Financial Network Wealth Management LLC 17 164 −6,90 1 0,00
2026-01-26 13F Northwest Capital Management Inc 0 −100,00 0 −100,00
2026-05-12 13F M&t Bank Corp 5 657 116 −0,09 362 508 2,49
2026-05-11 13F SCS Capital Management LLC 9 303 611 −1,96 596 175 0,57
2026-04-21 13F MBE Wealth Management, LLC 19 351 −8,85 1 240 −6,49
2026-02-17 13F Main Street Financial Solutions, LLC 161 302 −7,51 10 077 −3,57
2026-05-11 13F Valpey Financial Services, LLC 15 457 −1,84 990 0,71
2026-05-12 13F Vista Private Wealth Partners. LLC 9 862 −0,35 699 23,76
2026-04-10 13F Sound Stewardship, LLC 132 196 −0,21 8 471 2,37
2026-05-13 13F Invst, LLC 424 139 −3,15 27 179 −0,65
2026-04-24 13F Jacobsen Capital Management 874 716 −13,80 56 052 −11,58
2026-05-01 13F Coordinated Financial Services, Inc. 7 281 −15,81 467 −13,70
2026-05-14 13F Arrowstreet Capital, Limited Partnership 112 037 −82,31 7 179 −81,85
2026-05-12 13F Jane Street Group, Llc 1 960 335 −72,10 125 618 −71,39
2026-04-28 13F K2 Financial Inc. 189 111 −3,40 12 926 3,26
2026-04-06 13F Rosenberg Matthew Hamilton 155 021 −1,29 9 934 1,25
2026-05-05 13F Putnam Fl Investment Management Co 289 996 −4,64 18 583 −2,18
2026-04-29 13F Sagace Wealth Management LLC 82 323 −2,96 5 275 −0,45
2026-05-15 13F Strategies Wealth Advisors, LLC 23 189 −9,17 1 486 −6,84
2026-04-14 13F Capital Asset Managemnet, LLC 65 659 −9,08 4 207 −6,74
2026-05-05 13F Mcmorgan & Co Llc 535 942 −29,05 34 343 −27,23
2026-05-04 13F Bedel Financial Consulting, Inc. 11 349 −0,05 727 2,54
2026-05-13 13F Goepper Burkhardt LLC 19 204 −0,74 1 231 1,82
2026-04-03 13F First County Bank /CT/ 15 930 −1,03 1 021 1,49
2026-05-08 13F TMB Capital Partners, LLC 237 380 −2,70 15 211 −0,19
2026-05-19 13F Financial Insights, Inc. 92 757 −1,50 5 944 1,02
2026-04-28 13F Raleigh Capital Management Inc. 11 858 −12,21 760 −9,96
2026-05-13 13F Summitas Investment Management LLC 109 113 −9,76 6 992 −7,44
2026-04-16 13F True Vision MN LLC 0 −100,00 0
2026-05-12 13F Three Bridge Wealth Advisors, LLC 142 287 −0,27 9 118 2,29
2026-05-04 13F Lincoln National Corp 2 653 608 −3,37 170 043 −0,88
2026-05-15 13F Goldman Sachs Group Inc 26 907 518 −4,08 1 724 234 −1,61
2026-04-27 13F LCW Services, LLC 64 156 −27,58 4 111 −25,71
2026-05-14 13F Hilltop Holdings Inc. 23 027 −61,20 1 476 −60,21
2026-04-13 13F CJM Wealth Advisers, Ltd. 63 217 −0,68 4 051 1,86
2026-05-01 13F Financial Counselors Inc 90 225 −1,33 5 782 1,21
2026-04-20 13F Cardinal Point Capital Management, ULC 4 827 −16,40 309 −14,17
2026-05-06 13F Quadrant Private Wealth Management, LLC 26 069 −0,46 1 671 2,08
2026-04-21 13F Colony Family Offices, LLC 25 818 −1,36 1 654 1,16
2026-05-07 13F Conquis Financial Llc 6 159 −4,82 417 2,97
2026-04-10 13F Piscataqua Savings Bank 8 320 −13,51 533 −11,17
2026-05-14 13F Kilter Group LLC 1 745 −1,69 112 0,91
2026-04-16 13F Freedom Financial Partners LLC 16 509 −0,50 1 058 2,03
2026-04-23 13F Ewa, Llc 21 933 −21,50 1 405 −19,48
2026-01-13 13F Stephens Consulting, LLC 15 015 −0,42 938 3,88
2026-04-14 13F Roffman Miller Associates Inc /pa/ 21 250 −1,53 1 362 0,96
2026-04-21 13F Polaris Investment Advisors, LLC 15 412 −5,12 988 −2,66
2026-04-29 13F Weitzel Financial Services, Inc. 609 677 −0,40 39 628 2,44
2026-04-28 13F Ti-trust, Inc 5 819 −0,58 373 1,92
2026-05-05 13F Northstar Financial Companies, Inc. 64 217 −4,62 4 115 −2,14
2026-05-06 13F Kitching Partners, Llc 197 326 −9,54 12 645 −7,21
2026-04-28 13F Intelligent Financial Strategies 4 621 −1,97 296 0,68
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 64 031 −63,36 4 103 −62,42
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 898 925 −1,11 57 603 1,44
2026-05-04 13F Archer Investment Corp 43 708 −21,58 2 801 −19,56
2026-04-10 13F Voisard Asset Management Group, Inc. 7 079 −4,43 454 −1,95
2026-04-08 13F Sharper & Granite LLC 4 990 −0,10 320 2,24
2026-04-07 13F Signaturefd, Llc 1 118 640 −0,36 71 682 2,21
2026-05-15 13F Morgan Stanley 84 618 722 −6,49 5 422 368 −4,08
2026-04-02 13F Horizons Wealth Management 212 549 −2,69 13 620 −0,18
2026-04-28 13F Core Wealth Advisors, Llc 0 −100,00 0
2026-05-12 13F IFG Advisory, LLC 1 356 −95,59 87 −95,52
2026-04-23 13F Spinnaker Trust 43 206 −6,39 2 769 −3,99
2026-04-29 13F Global Strategic Investment Solutions, LLC 160 321 −4,33 10 273 −1,86
2026-04-24 13F Keystone Global Partners, LLC 248 622 −1,14 15 932 1,41
2026-05-12 13F Circle Wealth Management, LLC 3 823 −24,37 245 −22,54
2026-05-07 13F Key Capital Management, INC 750 −8,31 48 −5,88
2026-01-27 13F Northern Financial Advisors Inc 0 −100,00 0
2026-05-11 13F Per Stirling Capital Management, LLC. 438 386 −7,43 28 092 −5,04
2026-05-08 13F TPG Financial Advisors, LLC 58 423 −0,99 3 744 1,55
2026-05-15 13F Mbb Public Markets I Llc 0 −100,00 0
2026-05-06 13F Ascent Wealth Partners, LLC 91 605 −0,38 5 870 2,19
2026-04-14 13F Twelve Points Wealth Management LLC 18 639 −1,39 1 194 −2,05
2026-04-24 13F Eagle Bluffs Wealth Management LLC 34 275 −0,24 2 196 2,33
2026-04-07 13F Blueline Advisors Llc 2 838 −4,54 182 −2,16
2026-04-24 13F Swmg, Llc 79 476 −0,61 5 093 −5,48
2026-05-26 13F Serenity Investment Advisors 9 937 −28,22 700 −20,90
2026-05-06 13F Morling Financial Advisors, LLC 56 668 −2,74 3 631 −0,22
2026-04-29 13F Cordatus Wealth Management LLC 9 057 −9,22 580 −6,90
2026-05-08 13F Alps Advisors Inc 1 158 201 −13,67 74 218 −11,45
2026-04-29 13F KERR FINANCIAL PLANNING Corp 884 −50,00 60 −47,32
2026-04-07 13F Central Pacific Bank - Trust Division 1 933 −13,20 124 −11,51
2026-05-01 13F One Degree Advisors Inc 375 039 −1,09 24 4,35
2026-05-08 13F Pnc Financial Services Group, Inc. 8 084 586 −4,93 518 060 −2,48
2026-04-15 13F Journey Strategic Wealth Llc 33 666 −3,86 2 157 −1,37
2026-05-15 13F Ascent Group, LLC 143 061 −1,68 9 167 0,85
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 218 620 −0,37 14 009 2,20
2026-04-20 13F TFB Advisors LLC 7 526 −62,47 482 −61,50
2026-05-01 13F Climber Capital SA 71 260 −16,84 4 564 −14,63
2026-05-04 13F Evernest Financial Advisors, LLC 12 461 −1,96 848 −2,30
2026-05-05 13F Bank of New York Mellon Corp 13 176 389 −6,49 844 343 −4,08
2026-04-07 13F Retirement Wealth Solutions LLC 221 243 −10,07 14 177 −7,75
2026-04-30 13F First National Bank & Trust Co Of Newtown 7 940 −44,63 509 −43,24
2026-04-08 13F Roberts Wealth Advisors, LLC 141 949 −1,07 9 096 1,48
2026-05-14 13F Cedar Wealth Management, LLC 0 −100,00 0
2026-04-13 13F Ullmann Financial Group, Inc. 0 −100,00 0
2026-04-08 13F Sax Wealth Advisors, Llc 127 279 −1,99 7 951 −1,98
2026-04-17 13F Cidel Asset Management Inc 96 345 −1,89 6 174 0,64
2026-04-21 13F PDS Planning, Inc 1 741 699 −1,61 111 608 0,93
2026-05-15 13F Toroso Investments, LLC Call 123 100 −6,10 7 888 −3,68
2026-04-28 13F Nvest Financial, LLC 7 066 −8,90 453 −6,61
2026-01-22 13F Echo Wealth Management, LLC 0 −100,00 0
2026-04-13 13F True Wealth Design, LLC 4 277 −0,26 274 2,62
2026-04-09 13F Camelot Technology Advisors, Inc. 65 521 −1,55 4 199 0,99
2026-04-14 13F Austin Wealth Management, LLC 5 566 −83,63 362 −83,35
2026-02-12 13F WealthPLAN Partners, LLC 0 −100,00 0
2026-05-12 13F Tiaa Trust, National Association 831 827 −95,93 53 303 −95,82
2026-05-21 13F Verus Capital Partners, Llc 125 710 −5,21 8 055 −2,76
2026-04-27 13F Liberty Atlantic Advisors LLC 6 283 −8,84 403 −6,51
2026-05-06 13F Elyxium Wealth, LLC 3 290 −68,12 211 −67,39
2026-05-13 13F Fsb Premier Wealth Management, Inc. 132 927 −3,80 8 518 −1,32
2026-05-05 13F Tortoise Investment Management, LLC 170 559 −0,17 10 929 2,40
2026-04-23 13F Bestgate Wealth Advisors, LLC 85 805 −3,18 5 498 −0,69
2026-04-20 13F Cushing Capital Partners, LLC 57 784 −9,98 3 703 −7,68
2026-04-24 13F Bayban 48 529 −0,60 3 110 1,97
2026-05-15 13F Brandes Investment Partners, Lp 0 −100,00 0
2026-05-01 13F Compass Financial Services Inc 0 −100,00 0
2026-04-20 13F Tanglewood Wealth Management, Inc. 2 913 636 −0,40 186 706 2,17
2026-04-30 13F Opus Capital Group, LLC 177 628 −5,99 11 0,00
2026-04-27 13F Wbh Advisory Inc 27 857 −17,60 1 815 −14,11
2026-04-14 13F OLIO Financial Planning 818 156 −1,02 52 427 1,53
2026-05-15 13F DV Trading LLC 3 211 −91,37 206 −91,18
2026-05-11 13F Elevated Financial Group LLC 0 −100,00 0
2026-05-14 13F Greenline Wealth Management LLC 0 −100,00 0
2026-05-04 13F Innealta Capital, Llc 61 080 −16,69 3 914 −14,52
2026-05-13 13F Wilkinson Global Asset Management LLC 0 −100,00 0
2026-02-10 13F Blue Barn Wealth, LLC 0 −100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 2 289 350 −80,97 146 702 −80,48
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 4 147 −4,97 266 −2,57
2026-04-30 13F Petix & Botte Co 6 290 −51,19 806 0,12
2026-05-15 13F Toroso Investments, LLC 587 738 −26,42 37 662 −24,53
2026-05-08 13F Prudent Man Advisors, LLC 120 895 −18,57 8 100 −15,78
2026-05-15 13F Keating Financial Advisory Services, Inc. 10 248 −7,24 657 −4,93
2026-05-05 13F Steel Peak Wealth Management LLC 72 263 −37,30 4 631 −35,69
2026-05-07 13F Johnson Financial Group, Inc. 21 184 −6,00 1 357 −3,55
2026-05-14 13F Cito Capital Group, LLC 0 −100,00 0
2026-04-10 13F Revolve Wealth Partners, LLC 128 648 −7,60 8 244 −5,22
2026-02-10 13F Mcdaniel Terry & Co 0 −100,00 0
2026-04-29 13F Your Advocates Ltd., LLP 440 −63,76 28 −62,67
2026-02-10 13F Moment Partners, LLC 0 −100,00 0
2026-04-09 13F McNamara Financial Services, Inc. 112 101 −1,97 7 183 0,56
2026-05-04 13F Checchi Capital Advisers, LLC 85 487 −7,02 5 478 −4,61
2026-05-11 13F/A GFS Advisors, LLC 7 909 −3,06 507 −0,59
2026-05-07 13F Meeder Advisory Services, Inc. 885 176 −5,12 56 722 −2,67
2026-04-17 13F HHM Wealth Advisors, LLC 8 455 −0,45 542 2,08
2026-05-13 13F American Investment Services, Inc. 126 020 −3,13 8 075 −0,63
2026-04-07 13F Trinity Financial Advisors LLC 87 124 −82,12 5 583 −81,66
2026-04-24 13F Kendall Capital Management 7 615 −7,85 488 −5,62
2026-04-27 13F Mustard Seed Financial, LLC 9 284 −5,02 595 −2,62
2026-04-17 13F Kennebec Savings Bank 38 198 −1,21 2 448 1,33
2026-05-11 13F Fortis Capital Management LLC 6 339 −21,01 406 −18,96
2026-05-12 13F Fiera Capital Corp 448 614 −8,86 28 747 −6,51
2026-04-20 13F Jfs Wealth Advisors, Llc 509 610 −0,82 32 656 1,74
2026-04-24 13F Argent Advisors, Inc. 4 270 −0,30 274 2,25
2026-04-15 13F Riversedge Advisors, Llc 272 425 −0,25 17 457 2,32
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15 263 −1,55 978 1,03
2026-05-15 13F Wallace Capital Management Inc. 3 862 −4,33 247 −1,98
2026-05-14 13F White Lighthouse Investment Management Inc. 24 456 −6,54 1 567 −4,10
2026-05-15 13F Avos Capital Management, LLC 21 758 −89,58 1 394 −89,31
2026-04-10 13F RTD Financial Advisors, Inc. 51 236 −7,22 3 283 −4,81
2026-04-20 13F LVW Advisors, LLC 1 169 707 −6,37 74 955 −3,95
2026-04-09 13F Thrive Wealth Management, LLC 44 451 −3,72 2 848 −1,25
2026-05-05 13F Sandy Cove Advisors, LLC 130 677 −2,82 8 374 −0,32
2026-05-06 13F Jennison Associates Llc 45 124 −40,84 2 892 −39,32
2026-04-23 13F Bell Bank 35 847 −0,44 2 297 2,13
2026-04-27 13F Tennessee Valley Asset Management Partners 31 243 −0,41 2 002 2,19
2026-05-07 13F JSF Financial, LLC 5 440 −2,98 349 −0,57
2026-05-01 13F Rossmore Private Capital 386 783 −2,24 24 785 0,28
2026-04-15 13F Hilltop Wealth Advisors, Llc 255 880 −2,89 16 397 −0,38
2026-05-15 13F Burns Matteson Capital Management, LLC 3 945 −10,73 253 −8,70
2026-04-16 13F Bricktown Capital, LLC 172 264 −40,34 11 039 −38,81
2026-04-27 13F Victory Financial Group, Llc 34 745 −6,87 2 226 −4,46
2026-01-12 13F AllSquare Wealth Management LLC 213 651 −0,49 12 802 4,58
2026-05-15 13F Breakwater Investment Management 19 745 −0,01 1 265 2,60
2026-05-11 13F F/M Investments LLC 5 009 −98,57 322 −98,53
2026-02-12 13F Pitcairn Co 0 −100,00 0
2026-05-15 13F Aristotle Capital Management, LLC 5 027 −70,69 322 −69,93
2026-04-30 13F Fidelity D & D Bancorp Inc 23 291 −2,11 1 492 0,40
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 12 672 −2,88 812 −0,37
2026-04-21 13F HCR Wealth Advisors 33 374 −7,54 2 139 −5,15
2026-02-03 13F Alpha Cubed Investments, LLC 7 379 −28,49 461 −25,57
2026-05-13 13F First Citizens Bank & Trust Co 198 935 −4,39 12 748 −1,92
2026-04-21 13F Alpine Bank Wealth Management 57 471 −0,75 3 683 1,80
2026-05-08 13F Burke & Herbert Bank & Trust Co 21 010 −1,04 1 346 1,51
2026-01-23 13F Bellevue Asset Management, Llc 0 −100,00 0
2026-05-14 13F CIBC World Markets Inc. 651 183 −4,71 41 728 −2,26
2026-04-20 13F Nexus Investment Management ULC 0 −100,00 0
2026-04-21 13F Pacific Sage Partners, LLC 14 963 −1,35 959 1,16
2026-05-06 13F FSA Advisors, Inc. 0 −100,00 0
2026-04-17 13F Boston Private Wealth Llc 67 774 −3,47 4 343 −1,00
2026-04-20 13F Clune & Associates, Ltd. 0 −100,00 0
2026-05-12 13F Community Bank, N.A. 4 515 −15,92 289 −13,73
2026-05-13 13F S&t Bank/pa 0 −100,00 0
2026-01-28 13F Members Wealth Llc 0 −100,00 0
2026-04-28 13F Stratos Wealth Advisors, LLC 29 508 −85,03 1 891 −84,65
2026-05-05 13F Sofi Wealth, Llc 1 194 817 −25,71 76 564 −23,80
2026-04-21 13F Sunpointe, LLC 6 951 −1,88 445 0,68
2026-05-04 13F MEMBERS Trust Co 3 995 −10,81 256 −8,60
2026-05-14 13F Regal Investment Advisors LLC 312 947 −3,34 20 054 −0,85
2026-05-05 13F Gould Asset Management Llc /ca/ 180 190 −2,62 11 547 −0,11
2026-04-14 13F Seven Mile Advisory 26 390 −95,18 1 691 −95,05
2026-05-05 13F Harmony Asset Management Llc 29 047 −19,54 1 861 −17,47
2026-04-29 13F Schmidt P J Investment Management Inc 5 068 −1,93 325 0,62
2026-06-01 13F Caerus Investment Advisors, LLC 4 428 −6,40 284 −4,07
2026-05-15 13F State of Tennessee, Treasury Department 4 222 808 −2,28 270 598 −5,41
2026-04-24 13F Vision Capital Management, Inc. 1 157 964 −0,33 74 202 2,24
2026-04-16 13F Allegheny Financial Group LTD 7 917 −3,14 507 −0,59
2026-05-15 13F XTX Topco Ltd 0 −100,00 0
2026-01-16 13F Crowley Wealth Management, Inc. 0 −100,00 0
2026-05-01 13F Blume Capital Management, Inc. 0 −100,00 0
2026-04-15 13F Braun-Bostich & Associates Inc. 6 875 −35,20 441 −33,53
2026-05-11 13F Founders Financial Alliance, LLC 21 669 −9,59 1 389 −7,28
2026-04-22 13F Coastal Investment Advisors, Inc. 0 −100,00 0
2026-05-04 13F Optima Capital Llc 16 732 −13,49 1 072 −11,26
2026-04-13 13F GoalVest Advisory LLC 2 417 −13,31 155 −11,49
2026-05-11 13F Empirical Asset Management, LLC 14 486 −0,81 720 1,55
2026-05-08 13F Bristlecone Value Partners, LLC 234 483 −1,18 15 026 1,37
2026-04-09 13F DHJJ Financial Advisors, Ltd. 4 700 −3,15 301 −0,66
2026-04-20 13F Echo45 Advisors LLC 352 211 −0,52 22 570 2,04
2026-05-15 13F Warren Averett Asset Management, LLC 1 416 937 −0,10 90 797 2,48
2026-05-04 13F SJA Financial Advisory, LLC 98 952 −3,97 6 341 −1,51
2026-05-14 13F Entrewealth, Llc 26 765 −5,77 1 715 −10,35
2026-04-27 13F Capital Advisors Inc/ok 247 469 −50,56 15 858 −49,29
2026-05-06 13F Cedar Point Capital Partners, LLC 4 126 −38,00 264 −36,39
2026-05-15 13F Larson Financial Group LLC 30 422 −20,04 1 949 −17,97
2026-05-11 13F Salomon & Ludwin, LLC 425 654 −6,38 27 514 −2,16
2026-04-09 13F Curated Wealth Partners LLC 21 906 −10,64 1 404 −8,36
2026-05-15 13F Mission Wealth Management, Lp 1 220 992 −3,90 78 241 −1,42
2026-04-09 13F Planned Solutions, Inc. 7 255 −35,96 465 −34,37
2026-04-28 13F Appleton Partners Inc/ma 39 699 −2,10 3 0,00
2026-05-14 13F Financial Advisors Network, Inc. 892 836 −5,74 57 213 −3,31
2026-05-15 13F Talon Private Wealth, LLC 139 080 −32,91 8 912 −24,59
2026-02-06 13F GPS Wealth Strategies Group, LLC 457 −88,23 29 −87,93
2026-04-22 13F Ticino Wealth 40 856 −4,49 2 851 6,66
2026-01-21 13F Future Financial Wealth Managment LLC 0 −100,00 0
2026-05-11 13F Rinkey Investments 310 210 −1,51 19 878 1,03
2026-04-20 13F First American Bank 22 092 −6,95 1 416 −4,59
2026-05-15 13F Wit, Llc 6 848 135 −8,58 438 828 −6,22
2026-04-24 13F RKL Wealth Management LLC 22 754 −59,40 1 458 −58,34
2026-04-15 13F Fortitude Family Office, LLC 209 210 −1,20 13 406 1,35
2026-04-10 13F GEM Asset Management, LLC 11 943 −5,75 765 −5,44
2026-04-23 13F Equita Financial Network, Inc. 510 420 −9,82 32 708 −7,49
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 428 −8,35 27 −6,90
2026-02-17 13F Creegan & Nassoura Financial Group, LLC 41 753 −3,05 2 608 1,09
2026-05-14 13F Northern Oak Wealth Management Inc 233 810 −0,68 14 983 1,88
2026-05-11 13F Great Lakes Advisors, Llc 93 213 −1,62 5 973 0,91
2026-04-10 13F Connecticut Capital Management Group, LLC 37 895 −6,07 2 428 −3,65
2026-05-06 13F Gray Private Wealth, LLC 58 717 −1,21 3 763 1,35
2026-05-13 13F Objectivity Squared, LLC 216 533 −4,87 13 875 −2,42
2026-04-30 13F KLCM Advisors, Inc. 45 232 −0,77 2 898 1,79
2026-05-15 13F Lifetime Wealth Management P.C. 0 −100,00 0 −100,00
2026-04-28 13F Meridian Investment Counsel Inc. 24 845 −0,40 1 592 2,18
2026-05-12 13F CBIZ Investment Advisory Services, LLC 169 197 −2,94 10 842 −0,43
2026-04-23 13F Mayflower Financial Advisors, LLC 95 106 −5,15 6 094 −2,70
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 40 347 −5,15 2 585 −2,71
2026-04-27 13F River's Edge Wealth Management, Llc 9 885 −2,18 674 −3,03
2026-04-17 13F United Advisor Group, LLC 99 874 −1,76 6 400 0,77
2026-04-13 13F Kelly Financial Services LLC 6 936 −22,02 444 −20,00
2026-01-15 13F Econ Financial Services Corp 0 −100,00 0
2026-05-15 13F Van Den Berg Management I, Inc 10 646 −2,29 682 0,29
2026-05-15 13F Markin Asset Management, LP 0 −100,00 0
2026-04-21 13F Tritonpoint Wealth, Llc 3 281 −14,96 210 −12,86
2026-05-13 13F Mpwm Advisory Solutions, Llc 4 267 −2,29 273 0,37
2026-04-17 13F Andina Capital Management, LLC 83 532 −27,55 5 353 −25,69
2026-05-12 13F Curio Wealth, Llc 2 219 −1,03 142 1,43
2026-04-22 13F Semitam Bonam Llc 112 577 −1,63 7 214 0,91
2026-05-15 13F Horizon Investment Services, LLC 15 630 −0,93 1 002 1,62
2026-05-13 13F Caitlin John, LLC 6 526 −19,75 418 −17,55
2026-04-01 13F Vigilare Wealth Management 10 222 −28,52 655 −26,65
2026-04-08 13F Sharkey, Howes & Javer 3 480 −4,71 223 −2,63
2026-05-14 13F HighPoint Advisor Group LLC 30 876 −2,61 1 979 −0,10
2026-04-21 13F RCS Financial Planning, LLC 32 733 −9,54 2 098 −7,21
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 10 508 −3,13 673 −0,59
2026-05-15 13F Harding Loevner Lp 25 456 −84,86 1 631 −84,48
2026-04-29 13F Strategic Blueprint, LLC 184 886 −2,34 11 847 0,18
2026-05-08 13F Financial Strategies Group, Inc. 22 391 −3,00 1 524 2,97
2026-04-21 13F One Wealth Advisors, LLC 29 797 −10,94 1 909 −16,93
2026-04-23 13F Intrua Financial, LLC 5 176 −13,30 332 −11,02
2026-04-20 13F KFA Private Wealth Group, LLC 17 150 −0,83 1 099 1,76
2026-04-14 13F Southland Equity Partners LLC 50 094 −1,79 3 210 0,75
2026-05-14 13F Vivaldi Capital Management, LLC 55 823 −0,86 3 577 1,71
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 387 943 −11,58 24 859 −9,30
2026-05-06 13F Cornerstone Planning Group LLC 218 756 −5,90 15 090 −2,71
2026-04-24 13F Charter Oak Capital Management, LLC 55 154 −8,23 3 534 −5,86
2026-05-11 13F First Financial Bankshares Inc 2 098 908 −0,55 134 498 2,01
2026-04-15 13F Monument Capital Management 64 298 −1,97 4 120 0,56
2026-04-17 13F Stonehearth Capital Management, LLC 34 551 −80,28 2 214 −79,77
2026-05-06 13F Clifford Swan Investment Counsel Llc 35 510 −7,67 2 275 −5,29
2026-05-01 13F Diversify Advisory Services, LLC 7 866 −94,63 528 −94,47
2026-05-13 13F Alamar Capital Management, LLC 3 799 −1,30 243 1,25
2026-04-28 13F Quent Capital, LLC 2 371 −32,41 152 −31,05
2026-04-08 13F Emergent Wealth Advisors, LLC 0 −100,00 0
2026-05-14 13F Allworth Financial LP 850 183 −4,12 54 480 −1,65
2026-05-08 13F Evolution Wealth Advisors, LLC 0 −100,00 0
2026-04-10 13F Naviter Wealth, LLC 0 −100,00 0
2026-04-24 13F APCM Wealth Management for Individuals 3 593 −0,44 230 2,22
2026-04-07 13F Dwr Wealth Management, Llc 141 015 −1,72 8 747 −2,91
2026-05-14 13F Betterment LLC 137 930 799 −0,47 8 839 2,09
2026-04-08 13F Aurelius Family Office LLC 174 636 −0,61 11 191 −0,41
2026-04-30 13F Pearl Planning LLC 12 077 −0,01 774 2,52
2026-05-06 13F Deutsche Bank Ag\ 103 197 −3,02 6 613 −0,53
2026-04-24 13F Heritage Investors Management Corp 11 329 −4,20 1
2026-04-03 13F Waller Financial Planning Group, Inc 159 464 −1,62 10 218 0,91
2026-01-16 13F First Community Trust Na 0 −100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 2 416 424 −0,64 154 844 1,92
2026-05-13 13F Stembrook Asset Management, LLC 147 413 −1,13 9 446 1,43
2026-05-14 13F Potomac Fund Management Inc /adv 12 498 −9,10 801 −6,76
2026-04-16 13F Warren Street Wealth Advisors, LLC 12 709 −0,78 814 1,75
2026-04-28 13F Hardy Reed LLC 32 882 −5,16 2 107 −2,68
2026-05-07 13F Tull Financial Group, Inc. 5 798 −3,19 372 −0,80
2026-05-05 13F Midwestern Financial, LLC /IA 45 407 −18,52 2 910 −16,43
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 2 936 −16,38 188 −14,16
2026-05-07 13F Liberty Square Wealth Partners Llc 5 862 −19,71 376 −17,76
2026-05-12 13F Stifel Financial Corp 8 080 270 −10,13 517 785 −7,82
2026-04-13 13F/A Sunburst Financial Group, LLC 29 252 −1,87 1 874 0,64
2026-04-17 13F Mezzasalma Advisors, LLC 0 −100,00 0
2026-04-20 13F First PREMIER Bank 94 420 −0,44 6 20,00
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 76 822 −3,86 4 923 −1,38
2026-01-14 13F Clarius Group, LLC 633 333 −1,59 39 564 2,60
2026-04-15 13F Guardian Financial Partners, LLC 10 566 −9,48 677 −7,13
2026-04-08 13F Spinnaker Investment Group, LLC 10 669 −21,20 684 −19,17
2026-04-20 13F Emprise Bank 143 599 −0,91 9 202 1,63
2026-04-09 13F Everhart Financial Group, Inc. 30 618 −3,85 1 962 −1,36
2026-05-08 13F Palatine Hill Wealth Management, LLC 50 533 −17,63 3 238 −15,50
2026-04-08 13F Towerpoint Wealth, LLC 255 721 −0,84 16 387 1,71
2026-05-07 13F REDW Wealth LLC 267 325 −12,88 17 130 −10,64
2026-05-12 13F Sivia Capital Partners, LLC 0 −100,00 0
2026-02-13 13F Motiv8 Investments LLC 0 −100,00 0
2026-04-17 13F BCS Wealth Management 6 870 −49,95 440 −48,66
2026-04-22 13F Pinnacle Bancorp, Inc. 17 224 −0,78 1 104 1,75
2026-05-15 13F Manufacturers Life Insurance Company, The 9 907 011 −14,29 634 841 −12,09
2026-05-08 13F Tfo-tdc, Llc 4 294 262 −1,65 275 176 0,88
2026-04-29 13F Hughes Financial Services, LLC 74 296 −2,09 4 761 0,42
2026-05-11 13F Foundations Investment Advisors, LLC 100 491 −1,59 6 439 0,96
2026-05-08 13F Weinberger Asset Management, Inc 56 054 −3,00 3 592 −0,50
2026-04-27 13F Colonial River Wealth Management, LLC 6 500 −4,52 417 −2,12
2026-05-04 13F Glassman Wealth Services 74 867 −0,80 4 797 1,76
2026-05-14 13F Jump Financial, LLC 0 −100,00 0
2026-04-23 13F Accurate Wealth Management, LLC 11 165 −15,05 756 −10,85
2026-05-11 13F Aptus Capital Advisors, LLC 2 395 141 −2,16 153 481 0,36
2026-05-11 13F Montis Financial, LLC 490 620 −12,03 31 439 −9,77
2026-04-21 13F Creative Capital Management Investments LLC 2 384 −2,89 153 −0,65
2026-05-13 13F Scotia Capital Inc. 22 899 −4,00 1 467 −1,48
2026-05-12 13F Frisco Financial Planning LLC 208 134 −0,85 13 337 1,72
2026-05-12 13F Moneta Group Investment Advisors Llc 10 948 174 −0,97 701 559 1,59
2026-04-15 13F Wealthcare Capital Management Llc 22 026 −0,56 1 411 2,02
2026-04-30 13F Colton Groome Financial Advisors, Llc 18 023 −5,53 1 155 −3,11
2026-05-14 13F Bank Of Hawaii 3 067 085 −18,50 196 539 −16,40
2026-05-01 13F Abound Financial, Llc 0 −100,00 0
2026-04-07 13F Deane Retirement Strategies, Inc. 168 −99,92 11 −99,92
2026-04-22 13F Bay Capital Advisors, LLC 13 952 −6,10 894 −3,66
2026-04-23 13F Bridge Generations Wealth Management Llc 23 339 −0,98 1 496 1,56
2026-04-20 13F Strong Retirement Solutions LLC 108 996 −6,87 6 984 −4,46
2026-01-14 13F ORG Partners LLC 10 803 −4,08 675 0,90
2026-04-30 13F ATX Financial Planning, LLC 19 976 −42,72 1 280 −41,23
2026-04-02 13F Hilltop National Bank 82 −75,15 5 −75,00
2026-01-20 13F Cromwell Holdings LLC 0 −100,00 0 −100,00
2026-05-08 13F Align Financial, LLC 25 053 −98,44 1 605 0,06
2026-05-06 13F LPL Financial LLC 27 795 967 −2,61 1 781 165 −0,10
2026-05-13 13F Clearwater Capital Advisors, LLC 3 181 −0,69 204 1,50
2026-04-21 13F First United Bank Trust/ 7 915 −1,25 507 1,40
2026-04-22 13F Janney Montgomery Scott LLC 3 460 078 −3,33 222 −0,90
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 62 320 −4,26 3 993 −1,80
2026-05-14 13F Great West Life Assurance Co /can/ 91 816 −74,54 6 −77,27
2026-04-27 13F Meramec Financial Planners, LLC 6 936 −21,07 481 −18,92
2026-05-05 13F SFI Advisors, LLC 0 −100,00 0
2026-05-12 13F Waterloo Capital, L.P. 298 169 −1,66 19 107 0,88
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 647 394 −0,14 41 485 2,43
2026-04-23 13F BLVD Private Wealth, LLC 3 255 −1,54 209 0,97
2026-06-01 13F Foguth Wealth Management, LLC. 10 563 −10,17 758 2,02
2026-05-12 13F Bbr Partners, Llc 35 399 −4,47 2 268 −1,99
2026-04-09 13F TrueWealth Advisors, LLC 10 873 −9,35 697 −7,08
2026-05-07 13F Boston Common Asset Management, LLC 3 199 −8,29 205 −5,99
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 21 591 −7,24 1 384 −4,88
2026-05-12 13F Voya Financial Advisors, Inc. 24 041 −4,65 1 492 −5,69
2026-05-19 13F McIlrath & Eck, LLC 3 570 −18,31 229 −16,48
2026-04-27 13F Reynders McVeigh Capital Management, LLC 3 295 −8,34 0
2026-04-28 13F Sheridan Capital Management, LLC 10 733 −10,62 688 −8,40
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 45 026 −25,40 2 885 −23,47
2026-04-24 13F Medallion Wealth Advisors, LLC 18 314 −0,80 1 174 1,73
2026-05-11 13F a16z Perennial Management, L.P. 377 003 −0,16 24 158 2,42
2026-05-04 13F Lutz Financial Services LLC 30 620 −0,58 1 962 2,03
2026-04-15 13F Stanich Group LLC 6 910 −2,19 443 0,23
2026-05-14 13F Sterling Wealth Management, Inc. 284 944 −0,07 18 259 2,51
2026-04-15 13F Snider Financial Group 4 613 −37,35 296 −35,73
2026-05-06 13F May Hill Capital, LLC 43 206 −1,92 2 769 0,62
2026-05-14 13F EP Wealth Advisors, Inc. 868 550 −6,17 55 657 −3,76
2026-04-14 13F Centerline Wealth Advisors, LLC 57 144 −10,07 3 662 −7,76
2026-05-08 13F Dodds Wealth, LLC 11 577 −0,81 742 1,65
2026-05-14 13F Clarkston Capital Partners, LLC 0 −100,00 0
2026-05-13 13F Schoolcraft Capital LLC 96 148 −10,18 6 161 −7,87
2026-04-22 13F Phoenix Wealth Advisors 210 378 −0,03 13 481 2,55
2026-05-12 13F Cahill Financial Advisors Inc 628 350 −6,21 40 265 −3,80
2026-05-14 13F Cwm, Llc 531 000 −1,99 34 026 103 009,09
2026-05-15 13F Engineers Gate Manager LP 0 −100,00 0
2026-05-04 13F Principal Financial Group Inc 432 133 −4,69 27 691 −2,23
2026-05-14 13F Brown Brothers Harriman & Co 51 172 −0,40 3 279 2,18
2026-05-12 13F Liberty Wealth Management Llc 27 863 −13,08 1 785 −10,71
2026-05-07 13F Clark Financial Services Group Inc /bd 6 727 −2,89 431 −2,49
2026-04-23 13F Tarbox Family Office, Inc. 159 401 −2,14 10 214 0,38
2026-04-29 13F First Interstate Bank 8 910 −0,70 571 1,79
2026-05-07 13F Midland Wealth Advisors Llc 26 717 −1,15 1 712 1,42
2026-01-28 13F Evergreen Private Wealth LLC 0 −100,00 0
2026-04-07 13F Five Oceans Advisors 30 419 −1,09 1 949 1,46
2026-04-29 13F Garner Asset Management Corp 3 820 −44,19 245 −42,86
2026-04-28 13F Bfsg, Llc 5 618 −0,04 360 2,56
2026-05-15 13F Fort Vancouver Investment Management, LLC 13 844 −0,01 887 2,66
2026-05-15 13F Nearwater Capital Markets, Ltd 2 227 000 −52,77 142 706 −51,55
2026-05-04 13F Purkiss Capital Advisors LLC 0 −100,00 0
2026-05-05 13F Gilbert & Cook, Inc. 1 253 008 −0,43 80 293 2,14
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 911 468 −1,60 58 407 0,94
2026-04-30 13F Villere St Denis J & Co Llc 10 765 −7,28 690 −4,97
2026-04-09 13F Baron Financial Group, LLC 0 −100,00 0
2026-05-15 13F Pin Oak Investment Advisors Inc 5 454 −1,89 0
2026-05-27 13F Security Financial Services, INC. 173 263 −1,68 11 103 0,85
2026-05-12 13F Bnp Paribas Arbitrage, Sa 301 703 −90,60 19 333 −90,36
2026-05-08 13F Schrum Private Wealth Management LLC 0 −100,00 0
2026-05-15 13F Bank Of America Corp /de/ 198 676 662 −3,44 12 731 200 −0,95
2026-05-11 13F Hansen & Associates Financial Group, Inc. 17 300 −41,14 1 118 −44,49
2026-04-23 13F Embree Financial Group 3 917 −2,44 251 0,40
2026-05-15 13F Legacy Capital Wealth Partners, LLC 14 113 −9,99 904 −7,66
2026-05-15 13F RPTC Inc. 615 193 −11,18 39 422 −8,89
2026-04-29 13F Garde Capital, Inc. 493 403 −1,10 31 617 1,45
2026-04-14 13F Flower City Capital 24 576 −0,54 1 575 2,01
2026-04-28 13F Canvas Wealth Advisors, LLC 21 542 −1,01 1 380 1,55
2026-04-28 13F Arbor Investment Advisors, LLC 1 445 106 −0,53 92 602 2,03
2026-04-08 13F LifeGuide Financial Advisors, LLC 114 018 −0,39 7 306 1,01
2026-05-04 13F Greenspring Advisors, LLC 69 313 −1,99 4 442 0,54
2026-04-22 13F Integrated Wealth Management 12 255 −2,56 785 0,00
2026-05-15 13F Fwl Investment Management, Llc 272 −80,29 17 −80,23
2026-05-14 13F Cambria Investment Management, L.P. 10 772 −41,85 690 −40,36
2026-04-08 13F Legacy Wealth Asset Management, LLC 3 819 −2,18 245 0,41
2026-05-14 13F Atomi Financial Group, Inc. 1 089 021 −10,33 69 784 −8,02
2026-05-01 13F SoundView Advisors Inc. 694 551 −1,19 45 2,33
2026-05-06 13F Fort Sheridan Advisors Llc 105 934 −0,99 6 788 1,57
2026-05-13 13F Alliance Wealth Advisors, LLC 8 112 −0,73 520 1,76
2026-05-12 13F Tme Financial, Inc. 7 084 −0,70 454 1,80
2026-05-12 13F Insigneo Advisory Services, Llc 28 452 −0,09 1 823 2,53
2026-05-11 13F Legacy Edge Advisors, LLC 52 846 −12,38 3 386 −10,11
2026-02-06 13F New Millennium Group LLC 169 −28,39 11 −28,57
2026-05-14 13F Wealth Alliance 8 705 −11,53 558 −9,28
2026-04-29 13F Cary Street Partner Investment Advisory Llc 562 −3,77 36 0,00
2026-05-07 13F Virtue Capital Management, LLC 6 931 −2,22 430 −4,03
2026-04-07 13F Eastern Bank 2 386 846 −1,67 152 949 0,87
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 1 753 −12,74 112 −10,40
2026-01-20 13F Maryland Capital Advisors Inc. 43 581 −2,25 2 722 1,91
2026-04-21 13F WealthNavi Inc. 49 481 329 −0,12 3 171 2,46
2026-05-01 13F MY Wealth Management Inc. 0 −100,00 0
2026-05-13 13F Williamson Legacy Group, LLC 3 863 −2,65 248 0,00
2026-05-08 13F Truepoint, Inc. 3 455 184 −3,73 221 408 −1,25
2026-04-08 13F Cambridge Financial Group, LLC 0 −100,00 0
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 1 094 065 −1,50 70 108 1,04
2026-05-07 13F Ckw Financial Group 0 −100,00 0
2026-05-12 13F Wescott Financial Advisory Group, LLC 85 746 −1,72 5 495 0,81
2026-04-22 13F MeadowBrook Investment Advisors LLC 11 640 −1,44 746 1,09
2026-04-13 13F Mather Group, Llc. 83 895 −10,79 5 376 −8,49
2026-04-20 13F Axecap Investments, LLC 0 −100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 1 275 510 −10,16 81 −7,95
2026-05-13 13F Archetype Wealth Partners 12 488 −2,98 1
2026-05-14 13F Schroder Investment Management Group 0 −100,00 0
2026-04-20 13F Values Added Financial LLC 182 680 −5,29 11 706 −2,85
2026-05-15 13F Inspire Advisors, LLC 6 841 −12,20 438 −9,88
2026-05-12 13F Ameritas Advisory Services, LLC 122 603 −2,91 7 856 −0,41
2026-04-15 13F Wealthcare Capital Partners, LLC 30 026 −1,32 1 924 1,26
2026-05-08 13F Indie Asset Partners, LLC 4 071 −6,63 261 −4,41
2026-04-24 13F ERn Financial, LLC 26 333 −5,08 1 687 −2,65
2026-02-13 13F Sei Investments Co 25 669 235 −0,65 1 603 556 3,58
2026-04-01 13F Adelphi Trust Co 78 578 −0,58 5 035 1,99
2026-05-11 13F CFO4Life Group, LLC 24 107 −4,85 1 545 −2,40
2026-04-22 13F My Personal CFO, LLC 10 476 −30,37 671 −28,54
2026-05-12 13F Creative Planning 120 418 397 −3,03 7 716 411 −0,53
2026-05-08 13F SYM FINANCIAL Corp 87 752 −2,68 5 623 −0,16
2026-05-15 13F ARGI Investment Services, LLC 133 940 −52,85 8 583 −51,63
2026-05-15 13F Transamerica Financial Advisors, Inc. 355 456 −3,03 22 778 −0,53
2026-05-05 13F Lane Brothers & Co Inc 111 845 −1,98 7 167 0,55
2026-04-14 13F BSW Wealth Partners 147 892 −2,41 9 477 0,10
2026-04-27 13F Lafayette Investments, Inc. 6 025 −7,02 386 −4,46
2026-04-14 13F Lockerman Financial Group, Inc. 3 822 −8,74 245 −6,51
2026-04-30 13F Mv Capital Management, Inc. 0 −100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 37 424 −1,59 2 398 0,97
2026-04-14 13F FC Advisory LLC 90 269 −0,58 5 784 1,99
2026-05-07 13F MONECO Advisors, LLC 28 614 −10,56 1 834 −8,26
2026-04-21 13F Encompass Wealth Advisors, Llc 116 872 −0,54 7 489 2,03
2026-05-05 13F West Michigan Advisors, Llc 11 351 −3,14 727 −0,68
2026-05-05 13F Holistic Financial Partners 9 385 −7,06 601 −4,60
2026-05-13 13F ETF Portfolio Partners, Inc. 54 866 −2,50 3 516 0,00
2026-05-13 13F Capital International Investors 49 700 −68,47 3 084 −68,84
2026-04-29 13F Addison Capital Co 14 643 −81,13 938 −80,65
2026-05-14 13F Dynasty Wealth Management, Llc 182 070 −19,71 11 667 −17,64
2026-03-19 13F Painted Porch Advisors LLC 0 −100,00 0
2026-04-27 13F PAX Financial Group, LLC 123 984 −7,70 7 945 −5,32
2026-04-09 13F Allodium Investment Consultants, LLC 62 657 −2,84 4 015 −0,32
2026-05-07 13F Santori & Peters, Inc. 15 406 −0,26 987 2,39
2026-05-06 13F Finhabits Advisors LLC 127 308 −0,98 8 158 1,57
2026-04-30 13F Beacon Financial Group 53 176 −0,32 3 408 2,25
2026-04-29 13F W Advisors, Llc 10 342 −34,85 663 −33,20
2026-05-12 13F Kingsview Wealth Management, LLC 96 849 −7,76 6 206 −5,38
2026-05-18 13F Ashton Thomas Securities, Llc 192 354 −2,94 12 326 −0,44
2026-04-06 13F Gpwm Llc 316 339 −9,12 20 271 −6,77
2026-04-20 13F SILVER OAK SECURITIES, Inc 113 790 −22,45 7 292 −20,86
2026-05-11 13F Estate Planners Group, LLC 0 −100,00 0
2026-04-08 13F JGP Wealth Management, LLC 3 204 −3,03 205 −0,49
2026-05-08 13F M1 Capital Management LLC 6 318 −5,95 405 −3,58
2026-04-14 13F Northwest Wealth Management, Llc 79 409 −3,08 5 089 −0,59
2026-04-27 13F Symmetry Partners, LLC 92 169 −7,69 5 906 −5,31
2026-05-14 13F Empower Advisory Group, LLC 207 570 −17,04 13 301 −14,90
2026-04-08 13F Eagle Rock Investment Company, Llc 0 −100,00 0
2026-05-04 13F Security Benefit Life Insurance Co /ks/ 61 100 −11,71 3 915 −9,42
2026-05-15 13F Note Advisors, LLC 44 890 −0,02 2 877 −1,47
2026-04-27 13F Baker Boyer National Bank 25 890 −4,27 1 659 −1,78
2026-04-16 13F Tactive Advisors, LLC 3 720 −2,41 238 0,00
2026-03-12 13F Nalls Sherbakoff Group, Llc 212 −56,91 13 −43,48
2026-05-05 13F Leo Wealth, LLC 99 867 −6,52 6 399 −4,12
2026-05-13 13F SRS Capital Advisors, Inc. 540 191 −12,33 34 615 −10,07
2026-04-13 13F St Germain D J Co Inc 101 272 −0,74 6 490 1,82
2026-04-16 13F Genesis Private Wealth, Llc 24 945 −11,71 1 598 −9,46
2026-04-29 13F Navalign, LLC 0 −100,00 0
2026-04-28 13F Halter Ferguson Financial Inc. 17 953 −6,74 1 150 −4,33
2026-01-27 13F Traphagen Investment Advisors Llc 0 −100,00 0
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 19 132 −2,43 1 226 0,08
2026-05-05 13F Premier Financial Group 1 206 −3,52 79 1,28
2026-04-22 13F Straight Path Wealth Management 3 421 −5,05 219 −2,67
2026-05-01 13F Vantage Point Financial LLC 14 925 −0,92 956 1,59
2026-05-07 13F Sentinel Trust Co Lba 81 530 −0,85 5 0,00
2026-05-06 13F Diversified Portfolios, Inc. 45 170 −1,43 2 894 1,12
2026-05-01 13F Harwood Advisory Group, LLC 639 −25,61 41 −24,53
2026-05-15 13F Wealth Architects, LLC 835 644 −9,72 53 548 −7,39
2026-05-15 13F Capstone Financial Advisors, Inc. 7 045 −23,90 451 −21,97
2026-04-21 13F Pinnacle Associates Ltd 428 358 −9,77 27 449 −7,44
2026-05-11 13F Savvy Advisors, Inc. 532 225 −6,30 34 105 −3,89
2026-05-01 13F Guardian Wealth Advisors, LLC 362 920 −4,20 23 256 −1,73
2026-06-04 13F Town Capital LLC 7 657 −34,22 491 −32,60
2026-04-07 13F Abacus Planning Group, Inc. 528 331 −2,26 33 855 0,26
2026-04-15 13F Stordahl Capital Management, Inc. 16 164 −2,04 1 036 0,49
2026-05-13 13F Yarger Wealth Strategies, Llc 3 425 −0,49 220 1,86
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-05-13 13F Hudock, Inc. 372 019 −6,26 23 839 −3,84
2026-04-13 13F Massmutual Trust Co Fsb/adv 1 554 661 −0,63 99 623 1,93
2026-04-28 13F Journey Beyond Wealth, LLC 121 824 −8,07 7 806 −5,70
2026-05-15 13F North Berkeley Wealth Management, LLC 9 714 −4,73 622 −2,20
2026-05-04 13F Toews Corp /adv 0 −100,00 0
2026-04-23 13F Chicago Capital, LLC 5 529 −4,03 354 −1,39
2026-05-08 13F Firestone Capital Management 53 621 −5,59 3 436 −3,16
2026-04-30 13F Waterfront Wealth Inc. 13 716 −1,89 879 −5,18
2026-04-24 13F Peoples Bank /oh 45 708 −16,05 2 929 −13,91
2026-05-07 13F Human Investing LLC 1 208 409 −3,01 77 435 −0,51
2026-04-20 13F New Hampshire Trust 163 802 −3,24 10 496 −0,75
2026-05-07 13F Disciplina Capital Management LLC 91 660 −45,39 5 874 −43,99
2026-04-09 13F American National Bank of Texas 6 087 −14,11 390 −11,76
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 36 941 −4,86 2 367 −2,39
2026-04-23 13F Laurel Wealth Planning LLC 83 297 −0,25 5 338 2,32
2026-05-05 13F Eukles Asset Management 67 −86,35 4 −86,67
2026-04-23 13F RIA Advisory Group LLC 3 141 −15,38 201 −12,99
2026-04-06 13F Washington Trust Advisors, Inc. 61 425 −0,33 3 936 2,23
2026-04-21 13F Pacific Park Financial, Inc. 57 784 −1,26 3 703 1,29
2026-04-21 13F Delap Wealth Advisory, Llc 231 609 −1,51 14 841 1,03
2026-05-06 13F DecisionPoint Financial, LLC 12 355 −3,39 792 −0,88
2026-05-01 13F Capital City Trust Co/fl 31 722 −0,42 2 033 2,11
2026-04-23 13F WMG Financial Advisors, LLC 3 397 −25,06 218 −23,32
2026-04-29 13F Sunrise Financial Services, LLC 704 −18,52 45 −15,09
2026-02-17 13F Running Point Capital Advisors, LLC 33 214 −9,73 2 075 −5,90
2026-05-11 13F Biltmore Family Office, LLC 16 876 −5,59 1 081 −3,14
2026-05-07 13F Hanover Advisors Inc 21 360 −1,10 1 369 1,41
2026-04-30 13F Forza Wealth Management, LLC 10 999 −0,76 705 1,73
2026-04-22 13F Aegis Wealth Management LLC 59 312 −10,51 3 801 −8,21
2026-05-13 13F May Barnhard Investments LLC 4 046 −27,58 259 −25,79
2026-04-22 13F Grove Street Fiduciary, LLC 106 813 −2,52 6 845 −0,01
2026-04-10 13F Matrix Trust Co 737 901 −0,22 47 2,17
2026-05-13 13F Richard W. Paul & Associates, LLC 14 755 −5,64 946 −3,18
2026-05-01 13F Richardson Financial Services Inc. 44 004 −2,10 2 820 166,19
2026-05-22 13F WNY Asset Management, LLC 10 822 −18,69 693 −13,05
2026-04-13 13F Affinity Capital Advisors, LLC 30 499 −1,96 1 954 0,57
2026-05-14 13F Twin Tree Management, LP Call 0 −100,00 0
2026-05-07 13F Dravo Bay Llc 361 711 −2,06 23 178 0,46
2026-04-20 13F Segment Wealth Management, LLC 7 610 −27,32 488 −25,54
2026-04-29 13F Mondrian Investment Partners LTD 11 985 −59,94 768 −58,89
2026-05-05 13F Sherman Asset Management, Inc. 10 465 −5,93 671 −3,46
2026-02-12 13F Compass Capital Management, Inc 0 −100,00 0
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 859 108 −0,13 55 052 2,44
2026-05-06 13F Sterling Financial Planning, Inc. 28 844 −2,43 1 848 0,11
2026-04-29 13F Cahaba Wealth Management, Inc. 0 −100,00 0
2026-04-14 13F Baldwin Brothers Inc/ma 19 695 −5,47 1 262 −3,00
2026-04-17 13F Watershed Private Wealth Llc 45 874 −0,74 2 940 1,84
2026-05-14 13F Integrity Financial Corp /WA 3 215 −15,93 206 −13,45
2026-04-28 13F RHS Financial, LLC 112 869 −1,99 7 233 0,53
2026-05-04 13F Wsfs Capital Management, Llc 907 001 −0,89 58 121 1,66
2026-05-11 13F L & S Advisors Inc 21 708 −40,99 1 391 −39,44
2026-05-01 13F New Republic Capital, LLC 26 382 −19,17 1 691 −17,12
2026-05-04 13F Mml Investors Services, Llc 7 600 217 −8,94 487 022 −6,60
2026-05-15 13F Strategic Advocates LLC 0 −100,00 0
2026-01-06 13F Great Oak Capital Partners, Llc 0 −100,00 0
2026-04-24 13F National Asset Management, Inc. 146 008 −13,20 9 057 −13,81
2026-05-11 13F Wells Fargo & Company/mn 61 389 203 −4,55 3 933 820 −2,09
2026-05-15 13F Fmr Llc 15 567 374 −0,25 997 557 2,32
2026-04-07 13F Fragasso Group Inc. 14 926 −3,95 972 0,21
2026-04-08 13F Holos Integrated Wealth LLC 42 772 −0,94 2 784 2,05
2026-05-12 13F Benjamin Edwards Inc 570 025 −7,87 36 528 −5,49
2026-05-07 13F MA Private Wealth 13 202 −2,40 846 0,00
2026-04-10 13F Charles Schwab Trust Co 1 032 535 −4,39 66 165 −1,93
2026-05-15 13F Armis Advisers, LLC 40 617 −3,13 2 869 10,27
2026-05-15 13F Plan A Wealth LLC 18 511 −14,59 1 186 −12,34
2026-05-13 13F Garden State Investment Advisory Services LLC 7 505 −12,82 481 −10,61
2026-05-08 13F Wilkerson Advisory Group LLC 291 −58,96 19 −59,09
2026-05-08 13F Compass Capital Corp /ma/ /adv 30 872 −2,85 2 155 −1,10
2026-05-05 13F Signet Financial Management, Llc 15 714 −3,11 1 007 −0,69
2026-04-20 13F Godsey & Gibb Associates 15 991 −4,96 1 025 −2,57
2026-05-05 13F Torrey-Payne Wealth Management, LLC 7 049 −12,96 452 −15,70
2026-05-14 13F Sand Hill Global Advisors, LLC 321 897 −1,51 20 627 1,03
2026-05-13 13F Private Wealth Advisors, LLC 3 536 −4,33 227 −1,74
2026-04-21 13F Mayfair Advisory Group, LLC 16 250 −1,47 1 041 −0,10
2026-05-14 13F Aspen Grove Capital, LLC 364 015 −9,18 23 327 −6,84
2026-04-14 13F Patriot Investment Management Inc. 1 380 121 −0,14 88 438 2,43
2026-05-05 13F Haven Private, LLC 5 903 −23,37 378 −21,41
2026-05-11 13F Rebalance, Llc 1 589 892 −1,33 101 880 1,21
2026-01-28 13F Dentgroup LLC 13 618 −17,70 851 −14,23
2026-04-22 13F Hurlow Wealth Management Group, Inc. 436 987 −2,03 28 002 0,50
2026-05-08 13F Curtis Advisory Group, LLC 11 335 −1,33 726 1,26
2026-05-14 13F Pacific Financial Group Inc 93 855 −8,65 6 014 −6,29
2026-04-16 13F Phillips Financial Management, Llc 12 715 −18,44 815 −16,34
2026-04-13 13F Woodside Wealth Management LLC 0 −100,00 0
2026-04-28 13F Spurstone Advisory Services, LLC 0 −100,00 0
2026-01-28 13F Hoey Investments, Inc 0 −100,00 0
2026-04-16 13F Everstar Asset Management, LLC 23 677 −1,76 1 517 0,80
2026-05-04 13F Sterling Group Wealth Management, LLC 181 086 −2,80 11 604 −0,30
2026-05-15 13F Susquehanna International Group, Llp 142 150 −53,59 9 109 −52,40
2026-04-24 13F Keybank National Association/oh 6 255 187 −0,45 400 832 2,11
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