Podstawowe statystyki
| Właściciele instytucjonalni | 1736 total, 1733 long only, 0 short only, 3 long/short - change of 2,54% MRQ |
| Średnia alokacja portfela | 0.7282 % - change of -3,04% MRQ |
| Akcje instytucjonalne (długie) | 184 687 154 (ex 13D/G) - change of -5,73MM shares -3,01% MRQ |
| Wartość instytucjonalna (długa) | $ 37 764 499 USD ($1000) |
Własność instytucjonalna i akcjonariusze
iShares Trust - iShares S&P 500 Value ETF (CL:IVE) posiada 1736 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 184,687,154 akcji. Do największych akcjonariuszy należą Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Cetera Investment Advisers, Stifel Financial Corp, and Ameriprise Financial Inc .
iShares Trust - iShares S&P 500 Value ETF (SNSE:IVE) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ  (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ  (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 1 976 | 7,16 | 417 | 6,65 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 65 861 | -0,42 | 14 297 | -0,56 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 316 | 0,00 | 67 | -1,49 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 24 445 | 1,87 | 5 162 | 1,41 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 1 301 | 287 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 604 | 0,00 | 128 | -0,78 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 8 089 | 11,30 | 1 708 | 10,77 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 007 806 | -0,98 | 212 798 | -1,41 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 114 342 | -2,46 | 24 143 | -2,88 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 347 | 116,88 | 73 | 121,21 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 217 708 | 5,06 | 45 969 | 4,61 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1 146 | 0,00 | 242 | -0,82 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 37 608 | -12,40 | 8 281 | -9,04 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 10 310 | 3,34 | 2 177 | 2,88 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 808 494 | -12,13 | 170 713 | -12,51 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 555 | 117 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 576 | 0,00 | 122 | -0,82 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 47 974 | 2,05 | 10 130 | 1,60 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 198 903 | -0,59 | 41 998 | -1,03 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 1 088 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Greenleaf Trust | 156 003 | -3,19 | 32 940 | -3,61 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 2 227 | -11,42 | 470 | -11,82 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 33 773 | 10,95 | 7 131 | 10,47 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 93 | 0,00 | 20 | 0,00 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 3 424 | 117,26 | 723 | 116,17 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 96 | 20 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 249 | 67,11 | 53 | 73,33 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 770 | 240,71 | 163 | 244,68 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 18 729 | 5,50 | 3 955 | 5,05 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1 465 | -2,01 | 309 | -2,52 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 3 539 | 154,42 | 747 | 154,08 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 7 007 | -4,17 | 1 480 | -4,58 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 995 | 2,05 | 210 | 1,94 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 576 | 0,00 | 544 | -0,55 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4 012 | -9,13 | 871 | -6,94 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1 645 | 0,00 | 347 | -0,29 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 19 266 | -6,31 | 4 068 | -6,72 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 9 090 | 5,14 | 1 919 | 4,69 | ||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 5 205 | -0,97 | 1 099 | -1,35 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 997 | -16,85 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Truefg, Llc | 1 145 | 0,00 | 242 | -0,41 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 4 675 | -1,79 | 987 | -2,18 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 260 257 | 30,59 | 54 953 | 30,02 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 277 079 | -16,06 | 58 505 | -16,42 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 99 596 | 29,81 | 22 002 | 32,29 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 1 568 | 0,00 | 331 | -0,60 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1 010 | 0,30 | 213 | 0,00 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 297 151 | 1,54 | 62 743 | 1,10 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7 389 | -2,29 | 1 560 | -0,06 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 11 055 | 48,21 | 2 334 | 47,63 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 9 811 | -6,38 | 2 072 | -6,80 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 923 | -13,33 | 195 | -13,78 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 9 058 | -37,87 | 1 913 | -38,14 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 26 751 | -0,22 | 5 649 | -0,65 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 1 334 | 0,00 | 282 | -0,35 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3 535 | -17,85 | 746 | -18,20 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 7 066 | -11,25 | 1 492 | -11,61 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 9 708 | 0,01 | 2 050 | -0,44 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 22 | 0,00 | 5 | 0,00 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 92 755 | -33,51 | 19 585 | -33,80 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 6 154 | -1,88 | 1 299 | -2,33 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 3 209 | 1,23 | 678 | 0,74 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 585 | -1,18 | 123 | -1,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | Us Bancorp \de\ | 196 475 | -57,91 | 41 487 | -58,09 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1 303 | -0,15 | 275 | -0,36 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 4 271 | -4,17 | 902 | -4,66 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 2 328 | -34,05 | 492 | -34,36 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 512 | 0,00 | 108 | 0,00 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 1 551 | -1,08 | 347 | 4,22 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 15 354 | -3,88 | 3 242 | -4,28 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 638 | 0,00 | 135 | -0,74 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 240 | -2,18 | 473 | -2,47 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 14 923 957 | -2,32 | 3 151 194 | -2,75 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 142 | 0,00 | 30 | 0,00 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 3 448 | -0,12 | 728 | -0,55 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 125 808 | 2,35 | 26 492 | 1,63 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 7 092 | -12,84 | 1 497 | -13,22 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 34 367 | 33,10 | 7 691 | 37,68 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1 721 079 | -18,18 | 363 406 | -18,54 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 236 | -14,80 | 50 | -15,52 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3 441 | 11,07 | 727 | 10,50 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 1 908 | 0,00 | 403 | -0,50 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9 134 | 0,84 | 1 929 | 0,42 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 61 | 0,00 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 255 631 | -13,19 | 53 976 | -13,57 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 10 056 | -6,52 | 2 123 | -6,93 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1 715 | -9,11 | 362 | -9,50 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 2 561 | -5,81 | 541 | -6,25 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 960 | 0,31 | 203 | 0,00 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 5 296 | 0,00 | 1 118 | -0,45 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 7 016 | 0,00 | 1 481 | -0,40 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 11 273 | 74,15 | 2 380 | 73,47 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1 185 | 0,00 | 251 | 2,87 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 5 235 | -5,59 | 1 105 | -5,96 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 585 731 | 21,12 | 121 629 | 18,59 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 929 | -22,97 | 71 | -18,60 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1 203 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 1 494 | -0,99 | 316 | -1,56 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 6 028 | -0,12 | 1 273 | -0,55 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 6 743 | 12,27 | 1 474 | 13,04 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1 170 | -22,05 | 247 | -22,33 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 3 574 | 42,73 | 755 | 42,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 208 906 | -33,06 | 44 | -33,33 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2 550 | -5,59 | 538 | -5,94 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1 332 | -90,15 | 281 | -90,20 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1 355 | 0,00 | 286 | -0,35 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 913 | 0,00 | 193 | -0,52 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 4 772 | -52,17 | 1 008 | -52,41 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 43 477 | -7,63 | 9 180 | -10,93 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 17 894 | -7,44 | 3 778 | -7,83 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 1 380 | 0,07 | 291 | -0,34 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 30 090 | 5,17 | 6 355 | 4,70 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 329 691 | 38,55 | 69 918 | 42,28 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 14 775 | 0,90 | 3 120 | 0,45 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 951 | 0,00 | 201 | -0,50 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7 951 | -24,86 | 1 679 | -25,19 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1 071 | 0,00 | 226 | -0,44 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 209 290 | 4,46 | 44 192 | 4,00 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 35 716 | -1,42 | 7 541 | -1,85 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 436 | -4,80 | 92 | -5,15 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 607 | 0,00 | 128 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 686 613 | -7,41 | 145 140 | -7,80 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 19 347 | 2,29 | 4 085 | 1,84 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 1 249 | 0,00 | 264 | -0,38 | ||||
| 2026-04-29 | 13F | Renasant Bank | 4 134 | -51,56 | 873 | -51,80 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 5 677 | -4,75 | 1 179 | -7,39 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 1 653 | -24,86 | 343 | -26,87 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 11 043 | 2,21 | 2 332 | 1,75 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 4 410 | 1,01 | 931 | 0,65 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 5 743 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1 044 | -23,80 | 221 | -24,14 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 2 717 | -1,38 | 574 | -1,88 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 1 939 | -12,66 | 409 | -12,98 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 129 776 | -0,46 | 27 402 | -0,89 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 9 101 | 18,56 | 1 922 | 18,07 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 23 384 | -1,55 | 4 938 | -1,99 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 1 150 | 0,00 | 243 | -0,41 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 282 613 | 594,11 | 59 674 | 591,14 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 9 597 | -0,27 | 2 026 | -0,69 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2 518 | 20,02 | 532 | 19,33 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 1 054 | 0,00 | 223 | -0,45 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 40 117 | 1,74 | 8 471 | 1,30 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1 303 | 0,00 | 275 | -0,36 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 101 369 | -1,78 | 21 404 | -2,21 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 4 118 | 869 | ||||||
| 2026-04-22 | 13F | Kennedy Investment Group | 4 602 | -11,86 | 972 | -12,29 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 13 682 | 3,50 | 2 889 | 3,03 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 700 | 0,00 | 148 | -0,68 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 89 | 0,00 | 19 | 0,00 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 20 563 | 3,34 | 4 342 | 2,89 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 34 158 | 178,93 | 7 212 | 177,71 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 2 | 0 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 16 081 | 56,08 | 3 | 50,00 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 119 949 | -0,07 | 25 327 | -0,50 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 1 200 | 0,00 | 253 | -0,39 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1 240 | -11,17 | 262 | -11,82 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1 697 | 0,18 | 358 | -0,28 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 78 069 | 146,01 | 17 245 | 150,86 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 2 844 | 627 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Romano Brothers And Company | 1 272 | -5,50 | 269 | -5,96 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 166 772 | 42,11 | 35 367 | 45,94 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 7 665 | -0,13 | 1 618 | -0,55 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1 568 | -11,51 | 331 | -11,73 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 91 | -3,19 | 19 | 0,00 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 112 | 0,90 | 24 | 0,00 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1 561 | 0,00 | 330 | -0,60 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 261 | 0,00 | 55 | 0,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 120 | 0,00 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 28 609 | 1,88 | 6 041 | 1,43 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 540 233 | 5,02 | 114 | 4,59 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 156 320 | -30,20 | 33 007 | -30,50 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 7 119 | -1,03 | 1 503 | -1,44 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 8 484 | -0,43 | 1 791 | -0,89 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 3 191 | 0,00 | 674 | -0,44 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 99 931 | 0,23 | 21 101 | -0,20 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 186 041 | -2,07 | 39 415 | -3,34 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 16 177 | -35,74 | 3 416 | -34,30 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 15 000 | 8,61 | 3 | 50,00 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 6 123 | -9,94 | 1 293 | -10,34 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 2 186 | -4,08 | 462 | -4,55 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 1 308 | -10,78 | 276 | -10,97 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1 191 | 0,00 | 251 | -0,40 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 662 | 0,00 | 351 | -5,15 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 2 314 | -0,47 | 489 | -1,01 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 7 413 | 0,26 | 1 565 | -0,13 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 1 934 | 1,15 | 408 | 0,74 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 5 352 | 0,38 | 1 130 | 0,00 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 5 229 | -0,15 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 148 510 | -7,14 | 31 358 | -7,54 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 1 143 | -1,80 | 241 | -2,03 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 3 049 | 95,20 | 644 | 94,26 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1 304 | -1,51 | 275 | -1,79 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 4 641 | -2,54 | 980 | -2,87 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 36 200 | -0,38 | 7 644 | -0,82 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 50 216 | 93,12 | 10 603 | 92,27 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 7 811 | 0,26 | 1 622 | -1,88 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 960 | 0,31 | 203 | 0,00 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 510 593 | -2,80 | 107 812 | -3,22 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 194 | 0,00 | 41 | -2,44 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 3 582 | 18,53 | 756 | 18,13 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 85 | 0,00 | 18 | -5,56 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 19 871 | -2,13 | 4 196 | -2,56 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 130 730 | 6,58 | 27 604 | 6,11 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3 327 | 1,31 | 702 | 0,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 341 229 | -5,44 | 72 364 | -2,90 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 64 177 | -0,76 | 13 551 | -1,20 | ||||
| 2026-04-22 | 13F | Vicus Capital | 32 184 | -2,58 | 6 796 | -3,00 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 5 742 | 0,10 | 1 212 | -0,33 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2 150 | 1,90 | 454 | 1,34 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 84 945 | -17,86 | 17 936 | -18,22 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 91 290 | -0,19 | 19 276 | -0,63 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 716 711 | 4,71 | 151 335 | 3,89 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 749 | 4,22 | 2 903 | 3,79 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 6 482 | 0,00 | 1 369 | -0,44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 65 116 | 2,51 | 13 749 | 2,07 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 38 460 | -0,80 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 6 855 | -3,57 | 1 447 | -3,98 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 6 667 | 31,27 | 1 408 | 30,64 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 62 423 | 1 515,08 | 13 181 | 1 509,28 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 6 734 | 34,46 | 1 422 | 33,43 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5 316 | -0,06 | 1 122 | -0,44 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 14 327 | -1,52 | 3 025 | -1,94 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 439 | 93 | ||||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 25 662 | 4,14 | 5 418 | 3,67 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3 748 | -50,41 | 791 | -51,59 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 1 245 | -24,59 | 263 | -25,14 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 30 920 | -1,27 | 6 529 | -1,67 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 68 122 | 0,97 | 14 384 | 0,53 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 294 | 0,00 | 62 | 0,00 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 26 841 | 24,94 | 5 668 | 24,39 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 7 884 | -3,39 | 1 665 | -3,82 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 1 231 | 260 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 18 479 | 5,48 | 3 902 | 5,01 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 49 297 | 0,80 | 10 409 | 0,37 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 25 531 | 16,34 | 5 542 | 19,11 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 3 754 | 2,93 | 793 | 2,46 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1 299 | 0,00 | 274 | -0,36 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 024 | 26,89 | 217 | 26,32 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 4 584 | 0,00 | 968 | -0,51 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 2 826 | -9,91 | 597 | -10,38 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 5 655 | 3,06 | 1 194 | 2,67 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 1 143 | 0,00 | 241 | -0,41 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 1 466 | 0,00 | 310 | -0,32 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 13 765 | -4,12 | 2 906 | -4,53 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 3 222 | -1,17 | 680 | -1,59 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4 075 | -14,16 | 860 | -14,51 | ||||
| 2026-04-23 | 13F | Analyst IMS Investment Management Services Ltd. | 2 091 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 4 604 | 10,14 | 972 | 9,71 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 24 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1 143 | 0,35 | 241 | 0,00 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1 770 | -12,89 | 374 | -13,26 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4 594 | -8,30 | 970 | -8,76 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 49 229 | -2,87 | 10 395 | -3,29 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 595 | 35,84 | 126 | 35,87 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1 111 650 | 10,98 | 234 725 | 10,50 | ||||
| 2026-04-13 | 13F | Arwa Llc | 10 637 | 51,35 | 2 309 | 54,97 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Rogco, Lp | 18 926 | 0,00 | 3 996 | -0,42 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 873 | 85,74 | 184 | 85,86 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 4 066 | 0,00 | 859 | -0,46 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 6 500 | 1 372 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 292 133 | -1,57 | 61 684 | -1,99 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 166 962 | 0,46 | 35 254 | 0,03 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 20 691 | 1,02 | 4 369 | 0,58 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 275 383 | -3,58 | 60 835 | 0,44 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 75 | 50,00 | 16 | 50,00 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 1 855 | 27,67 | 392 | 26,95 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 3 407 | 719 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 295 197 | 0,03 | 62 331 | -0,40 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 1 547 | 0,00 | 327 | -0,61 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 25 815 | -3,08 | 5 451 | -3,51 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7 854 | 54,24 | 1 658 | 53,66 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 1 806 | 0,00 | 381 | -0,26 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 337 | 71 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1 387 | 0,00 | 293 | -0,68 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 71 538 | 1,79 | 15 105 | -3,15 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 116 061 | 1,55 | 24 506 | 1,11 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 11 425 | 21,05 | 2 412 | 20,54 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 1 431 | 0,00 | 302 | -0,33 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 11 816 | 3,17 | 2 495 | 2,76 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3 856 | -3,94 | 814 | -4,35 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1 753 | 6,70 | 370 | 6,32 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 2 649 | -17,86 | 559 | -18,16 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 17 390 | 48,93 | 3 672 | 48,26 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 27 706 | 8,91 | 5 850 | 8,45 | ||||
| 2026-05-18 | 13F | Cim, Llc | 1 232 | 0,33 | 260 | 0,00 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 76 408 | 649,98 | 16 134 | 646,90 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Keystone Financial Services | 122 866 | 21,73 | 25 943 | 21,21 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 16 251 | -25,43 | 3 431 | -25,75 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3 545 | -1,45 | 748 | -1,84 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 370 632 | 1,87 | 78 259 | 1,43 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 2 638 | 0,00 | 557 | -0,36 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 1 262 | 266 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 349 230 | -8,28 | 285 | -8,68 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1 785 | 2,70 | 377 | 2,45 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 961 | 0,31 | 203 | -0,49 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 1 784 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 13 403 | 4,63 | 2 830 | 4,20 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 596 353 | 1,87 | 125 920 | 1,43 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 5 798 | -7,54 | 1 224 | -7,90 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 418 113 | -7,64 | 88 285 | -8,04 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 12 218 | 2 580 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 398 536 | -6,60 | 84 151 | -7,00 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 6 002 | 6,23 | 1 267 | 5,76 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 2 850 | 6,38 | 602 | 5,81 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 225 078 | 134,32 | 259 801 | 140,63 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 653 | -8,29 | 138 | -8,67 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 4 289 | 35,21 | 906 | 34,67 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 6 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 174 314 | 14,04 | 37 | 12,50 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 1 162 | 6,12 | 245 | 5,60 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 63 158 | 10,93 | 13 394 | 13,92 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 6 770 | -0,24 | 1 429 | -0,69 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 49 609 | -7,15 | 10 475 | -7,56 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 30 038 | -6,53 | 6 343 | -6,93 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 17 701 | -15,08 | 3 738 | -15,45 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 1 917 | 0,00 | 405 | -0,49 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 100 | 21 | ||||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 6 190 | 17,06 | 1 307 | 16,59 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 5 160 | 3,37 | 1 090 | 2,93 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 4 582 | 0,00 | 967 | -0,41 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 13 679 | -58,81 | 2 888 | -58,99 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 4 327 | 1,81 | 914 | 1,33 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 7 614 | -2,37 | 1 608 | -2,78 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 23 423 | -0,59 | 4 946 | -1,02 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 4 018 | 0,00 | 848 | -2,75 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 86 757 | 0,09 | 18 319 | -0,34 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 3 536 | 61,24 | 747 | 60,78 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 1 326 | 0,08 | 280 | -1,06 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 1 268 | -4,80 | 268 | -5,32 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 990 | 0,00 | 209 | 0,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 7 930 | -0,34 | 1 675 | -0,77 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 2 495 | 102,19 | 527 | 101,53 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 3 254 | 0,93 | 716 | 2,29 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 45 806 | -7,38 | 9 672 | -7,78 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 1 130 | 239 | ||||||
| 2026-04-13 | 13F | Lee Financial Co | 6 851 | -10,97 | 1 447 | -11,34 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 44 811 | -3,13 | 9 304 | -5,15 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 7 676 | -8,97 | 1 621 | -9,40 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 18 032 | 0,46 | 3 807 | 0,03 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4 374 | 2,77 | 924 | 2,33 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 715 | 0,00 | 151 | -0,66 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 9 805 | -19,85 | 2 070 | -20,20 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 2 508 | -4,49 | 552 | -4,17 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 355 | 0,00 | 75 | -1,33 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2 346 | -0,55 | 495 | -1,00 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 130 | -7,14 | 27 | -6,90 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 120 | 27 | ||||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 24 899 | -0,18 | 5 257 | -0,61 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 111 026 | 67,45 | 23 443 | 66,74 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 48 283 | -0,69 | 10 195 | -1,13 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 6 143 | 22,37 | 1 297 | 25,19 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-30 | 13F | Indivisible Partners | 3 537 | 0,00 | 747 | -0,53 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 155 810 | -15,56 | 32 899 | -15,93 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 8 246 | -77,44 | 1 740 | -77,56 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 95 | 0,00 | 20 | 0,00 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 1 646 | 348 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 33 450 | -8,68 | 7 063 | -9,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6 213 297 | -0,81 | 1 311 937 | -1,24 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 3 964 | 0,00 | 837 | -0,48 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 1 405 | 297 | ||||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 2 493 | 0,00 | 526 | -0,38 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 967 | -25,67 | 191 | -19,49 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 4 525 | 0,00 | 955 | -0,42 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 70 489 | -3,45 | 14 884 | -3,87 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 2 032 | 429 | ||||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1 009 | 0,00 | 213 | 0,00 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 948 | 200 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9 502 | 0,22 | 2 006 | -0,20 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 1 693 | 0,00 | 357 | -0,56 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 1 964 | -9,99 | 415 | -10,39 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 338 | -34,75 | 71 | -34,86 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 2 047 | 0,00 | 432 | -0,46 | ||||
| 2026-05-15 | 13F | Family Management Corp | 616 | -10,07 | 130 | -10,34 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 245 027 | 1,36 | 51 737 | 0,92 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 217 688 | 1,90 | 45 965 | 1,46 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 118 | -6,35 | 25 | -7,69 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 995 | 210 | ||||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 2 250 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 12 455 | 7,99 | 2 630 | 7,48 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 43 151 | 15,35 | 9 111 | 14,85 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 172 | 36 | ||||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 23 930 | -32,25 | 5 053 | -32,55 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 7 518 | -56,85 | 1 587 | -57,04 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 21 157 | -0,93 | 4 467 | -1,35 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 1 018 | 0,00 | 215 | -0,47 | ||||
| 2026-05-15 | 13F | EFG International AG | 12 069 | 181,85 | 2 549 | 180,62 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 157 994 | 1,55 | 33 360 | 1,11 | ||||
| 2026-04-24 | 13F | United Community Bank | 1 672 | -2,62 | 353 | -3,02 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 1 735 | -0,97 | 366 | -1,35 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 205 | -0,49 | 43 | 0,00 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1 823 | 0,05 | 385 | -0,52 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 12 122 | 0,03 | 2 579 | 0,00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 19 113 | 18,97 | 4 036 | 18,43 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 227 910 | -1,51 | 48 123 | -1,93 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 4 727 | 0,00 | 998 | -0,40 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 883 | -12,49 | 186 | -12,68 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 9 209 | -2,95 | 1 944 | -3,38 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 12 560 | -0,70 | 2 652 | -1,12 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 103 218 | -0,13 | 22 | 0,00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 239 759 | 2,42 | 50 625 | 1,98 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 1 357 | -5,17 | 287 | -5,61 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 92 784 | 0,00 | 19 591 | -0,43 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 7 275 | -0,74 | 1 536 | -1,16 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 22 220 | 6,45 | 4 692 | 5,99 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 792 | 0,00 | 386 | -0,52 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 10 900 | 0,00 | 2 302 | -0,43 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 3 242 | 684 | ||||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 5 656 | -30,62 | 1 194 | -30,90 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 8 124 | -0,83 | 1 715 | -1,27 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5 298 | -5,02 | 1 119 | -5,41 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 161 | 34 | ||||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 11 138 | -6,11 | 2 352 | -6,52 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 30 896 | 0,30 | 6 524 | -0,14 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 1 020 | 0,00 | 215 | -0,46 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 100 | 21 | |||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 8 768 | -10,98 | 1 851 | -11,35 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1 235 | 3,35 | 261 | 2,77 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 302 973 | -8,48 | 63 973 | -8,88 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2 153 | -10,22 | 455 | -10,63 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 123 773 | 3,40 | 26 135 | 2,95 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3 304 | 0,00 | 698 | -0,43 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 7 719 | -7,49 | 1 630 | -7,91 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1 318 | 0,00 | 278 | -0,36 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 23 511 | -1,95 | 4 965 | -2,38 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 15 901 | 0,49 | 3 357 | 0,06 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 107 919 | 1,80 | 22 787 | 1,36 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6 149 | -6,12 | 1 298 | -6,55 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 265 494 | 2,73 | 56 059 | 2,28 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1 193 | 0,00 | 252 | -0,79 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 19 280 | -4,38 | 4 071 | -4,82 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 12 | -94,00 | 3 | -95,24 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 117 | -25,48 | 25 | -25,00 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 2 292 | 8,52 | 484 | 8,05 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 55 281 | 45,48 | 12 426 | 54,19 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 1 313 | -3,81 | 277 | -4,15 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4 660 | -8,77 | 984 | -9,14 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 016 | 1,92 | 426 | 1,43 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 710 | -8,26 | 361 | -8,61 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 5 662 | -6,54 | 1 196 | -6,93 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 6 459 | -27,60 | 1 364 | -27,92 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 35 879 | 0,37 | 7 576 | -0,07 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 20 504 | 110,32 | 4 329 | 109,43 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 21 242 | 23,72 | 4 485 | 23,18 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 154 | -43,59 | 33 | -43,86 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 8 835 | 0,00 | 1 866 | -0,43 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 11 526 | -36,60 | 2 210 | -42,68 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 34 708 | -15,98 | 7 667 | -12,49 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 72 158 | 4,26 | 15 | 7,14 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 8 943 | 0,06 | 1 888 | -0,37 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 276 | 0,00 | 58 | 0,00 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 1 930 | 0,00 | 408 | -0,49 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | hemming& Wealth Management, Inc. | 53 000 | -37,98 | 11 191 | -38,26 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 23 740 | -1,31 | 5 013 | -1,74 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 5 368 | -0,07 | 1 133 | -0,53 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 17 182 077 | -8,35 | 3 567 515 | -10,27 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 1 999 | -5,93 | 422 | -6,22 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 2 374 | 0,00 | 501 | -0,40 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2 532 | -2,47 | 535 | -2,91 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 3 627 | 0,00 | 766 | -0,52 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 996 | -9,95 | 210 | -10,26 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 2 955 | 0,00 | 624 | -0,48 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 20 873 | -12,12 | 4 427 | -9,77 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2 191 | 7,35 | 463 | 6,94 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 1 720 | 0,00 | 363 | -0,27 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 1 903 | 402 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 2 000 | -49,37 | 422 | -49,58 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3 687 | 21,28 | 779 | 20,81 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 95 344 | 50,41 | 20 132 | 49,75 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 27 590 | 5 822 | ||||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 440 | 17,33 | 93 | 16,46 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7 350 | 111,45 | 1 552 | 110,58 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 1 895 | -7,70 | 400 | -8,05 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4 629 | 11,97 | 977 | 11,53 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 19 585 | -11,92 | 4 135 | -12,30 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 7 495 | 22,61 | 1 583 | 22,07 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 573 | 0,00 | 121 | -0,83 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 733 | -0,95 | 155 | -1,28 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 99 492 | -8,76 | 21 008 | -13,25 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 57 729 | 1,38 | 12 243 | 4,11 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 1 495 | 0,00 | 316 | -0,63 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 614 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 2 600 | 0,00 | 549 | -0,54 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 28 609 | 1 003,74 | 6 041 | 1 000,18 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 2 561 | 541 | ||||||
| 2026-04-24 | 13F | Bayban | 100 | 0,00 | 21 | 0,00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 193 455 | -4,40 | 40 848 | -4,82 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 8 233 | -5,44 | 1 738 | -5,85 | ||||
| 2026-02-26 | 13F/A | Blackston Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5 186 | -4,69 | 1 095 | -5,12 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 3 608 | 18,22 | 762 | 17,62 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 3 080 | -0,74 | 650 | -1,22 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 72 579 | -3,42 | 15 325 | -3,84 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 121 242 | -21,58 | 25 600 | -21,93 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 1 158 | 0,00 | 245 | -0,41 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 19 227 | 169,74 | 4 060 | 168,63 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1 000 | 211 | ||||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 245 287 | 14,39 | 51 793 | 13,89 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9 457 775 | 1,97 | 1 997 009 | 1,52 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 9 827 | 28,04 | 2 075 | 24,34 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 14 585 | 64,25 | 3 080 | 307 800,00 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 11 553 | 6,87 | 2 552 | 11,34 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 950 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 130 | -45,15 | 28 | -46,00 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 20 | 0,00 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1 026 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2 285 | -12,92 | 482 | -13,31 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 982 | 207 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 181 105 | 83,61 | 36 757 | 72,30 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 6 200 | -73,84 | 1 309 | -73,96 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 131 716 | -14,80 | 18 798 | -20,63 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 1 820 | -1,62 | 384 | -2,04 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 50 741 | -7,06 | 10 714 | -7,47 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 9 516 | 19,19 | 2 009 | 18,67 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 21 116 | 2,54 | 4 459 | 2,11 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 123 | 0,00 | 26 | -3,85 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 46 | 10 | ||||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 3 587 | 0,62 | 757 | 0,13 | ||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 5 | 0,00 | 1 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 593 920 | -11,72 | 547 706 | -12,10 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 14 655 | 4,49 | 3 094 | 4,03 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 1 500 | 0,00 | 317 | -0,63 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 4 582 | 968 | ||||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 16 258 | -0,28 | 3 433 | -0,72 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 271 013 | -3,09 | 479 524 | -3,51 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1 415 | 0,00 | 299 | -0,67 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 40 873 | 63,58 | 8 630 | 62,89 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 6 980 | -4,61 | 1 474 | -5,03 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 20 288 | -2,85 | 4 284 | -3,27 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2 015 | -6,93 | 425 | -7,41 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 53 933 | 11 388 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 92 474 | 13,96 | 19 526 | 13,46 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 2 844 | -1,08 | 601 | 1,18 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 3 101 | -69,44 | 655 | -69,61 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 20 919 | 44,58 | 4 436 | 48,51 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 57 | 0,00 | 12 | 0,00 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 6 122 | 352,14 | 1 332 | 363,76 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 5 990 | -2,47 | 1 265 | -2,92 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 79 148 | 7,61 | 16 712 | 7,15 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 3 380 | 0,12 | 714 | -0,28 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 6 451 | -2,46 | 1 362 | -2,85 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 23 435 | 14,66 | 4 948 | 14,17 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 61 292 | 8,87 | 12 942 | 8,39 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 6 140 | -1,84 | 1 297 | -2,26 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 48 851 | 4,25 | 10 315 | 3,79 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 2 424 | 4,66 | 512 | 4,07 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 9 091 | 35,02 | 1 920 | 34,48 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1 810 | -3,21 | 382 | -3,54 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2 330 | 0,13 | 492 | -0,20 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 2 308 | 4,62 | 487 | 4,28 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 37 311 | 0,63 | 7 913 | 0,62 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 8 873 | 17,45 | 1 874 | 16,92 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 94 899 | -6,93 | 20 038 | -7,33 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8 279 | -2,31 | 1 748 | -2,73 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 7 225 | 0,00 | 1 526 | -0,46 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1 944 079 | 4,35 | 410 493 | 6,12 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 700 | -5,79 | 148 | -6,37 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 41 390 | 4,40 | 8 739 | 3,95 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 1 408 | 0,00 | 297 | 10,82 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 1 848 | 0,00 | 390 | -0,26 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 2 750 | 0,00 | 581 | -0,51 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 106 473 | 40,53 | 22 482 | 39,92 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 1 193 | 0 | ||||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 3 098 | 18,47 | 654 | 18,05 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1 120 | 1,17 | 236 | 0,85 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 1 838 | 0,00 | 388 | -0,26 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 1 972 | 0,00 | 416 | -0,48 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 1 433 | 0,21 | 303 | -0,33 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 51 963 | 0,11 | 10 972 | -0,32 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 171 699 | -0,39 | 36 254 | -0,82 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 48 569 | 25,56 | 10 255 | 25,02 | ||||
| 2026-06-04 | 13F/A | Chelsea Counsel Co | 20 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 18 | -5,26 | 4 | -25,00 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 1 267 | 0,00 | 268 | -0,37 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 10 863 | 2,34 | 2 294 | 1,87 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 1 887 | 0,00 | 398 | -0,50 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 28 264 | -4,16 | 5 968 | -4,56 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 4 538 | 0,00 | 958 | -0,42 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 5 209 | 0,00 | 1 100 | -0,45 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 11 859 | 2 515 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 13 665 | 25,25 | 2 885 | 24,73 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1 004 | -3,37 | 212 | -4,09 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 16 591 | -0,50 | 3 503 | -0,93 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 27 466 | 1,19 | 5 799 | 0,75 | ||||
| 2026-02-13 | 13F | Capula Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 4 182 | 0,00 | 883 | -0,34 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 1 176 | 0,00 | 248 | -0,40 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3 966 | 36,95 | 838 | 36,32 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 1 573 | 0,00 | 334 | 2,78 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 3 540 | 57,05 | 748 | 56,28 | ||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 37 560 | 0,00 | 7 965 | 0,00 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 1 517 | 0,00 | 320 | -0,31 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 4 527 | -5,25 | 956 | -5,73 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 1 460 | 0,00 | 308 | -0,32 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 1 571 | 0,71 | 332 | 0,30 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1 719 | 0,00 | 363 | -0,55 | ||||
| 2026-04-30 | 13F | Conning Inc. | 5 390 | -13,44 | 1 138 | -13,79 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 11 611 | 4,43 | 2 411 | 1,52 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 4 110 | 868 | ||||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 1 440 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 370 | -54,05 | 500 | -54,25 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2 447 | 3,91 | 517 | 3,41 | ||||
| 2026-05-15 | 13F | Michelson Medical Research Foundation, Inc. | 51 905 | 0,00 | 10 960 | -0,44 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 1 909 | 1,27 | 403 | 1,00 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 105 494 | -0,85 | 22 275 | -1,29 | ||||
| 2026-01-21 | 13F | Greenhouse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 165 861 | -19,10 | 35 022 | -19,45 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 175 | 0,00 | 37 | -2,70 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 152 743 | 71,78 | 32 252 | 71,03 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 6 307 | -9,86 | 1 332 | -10,25 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 10 300 | -0,95 | 2 175 | -1,41 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 5 413 | -5,83 | 1 143 | -6,23 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 16 129 | -26,49 | 3 406 | -26,81 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 16 533 | -4,90 | 3 491 | -5,29 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 11 187 | 4,78 | 2 362 | 0,13 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 663 680 | 0,62 | 140 143 | 0,19 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 238 627 | -0,63 | 50 386 | -1,06 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4 777 | -48,97 | 1 009 | -49,22 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 91 374 | 9,52 | 19 294 | 9,04 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 115 | 10,58 | 24 | 9,09 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 3 552 | -9,06 | 750 | -9,42 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 65 691 | 25,42 | 13 871 | 24,87 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 14 835 | -17,73 | 3 132 | -18,10 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 4 854 | -80,34 | 1 025 | -80,45 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1 086 | 0,37 | 229 | 0,00 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 14 701 | 1 425,00 | 3 104 | 1 421,57 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 9 468 | -0,39 | 1 999 | -0,79 | ||||
| 2026-05-14 | 13F | Betterment LLC | 357 479 | -3,31 | 75 | -3,85 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 7 705 | 1 627 | ||||||
| 2026-05-06 | 13F | 71 West Capital Partners | 2 660 | 14,46 | 562 | 14,02 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 10 051 | -1,13 | 2 122 | -1,53 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 193 | 0,00 | 41 | 0,00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 5 120 | 3,08 | 1 083 | 2,75 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 69 159 | 2,88 | 14 603 | 2,43 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 119 082 | -7,61 | 25 063 | -8,31 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 1 236 | 0,00 | 261 | -0,76 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 3 326 | 0,09 | 732 | -0,81 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 34 306 | 1,20 | 7 244 | 0,77 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 26 113 | 15,92 | 5 514 | 15,41 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 657 | -96,52 | 139 | -96,55 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 8 925 | 3,82 | 2 001 | 4,82 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 200 | -6,54 | 42 | -6,67 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 2 844 | 3,99 | 601 | 3,45 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1 777 | 1,14 | 375 | 0,81 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 14 661 | 2,10 | 3 096 | 1,64 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 4 070 | -1,93 | 859 | -2,39 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 560 | 0,00 | 118 | 0,00 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 12 437 | -2,14 | 2 626 | -2,56 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 5 740 | -9,39 | 1 212 | -9,75 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 96 | 0,00 | 20 | 0,00 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 7 620 | -5,91 | 1 609 | -6,35 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 175 | 0,00 | 37 | -2,70 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 25 136 | -5,23 | 5 307 | -5,64 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 8 373 | 0,00 | 1 781 | -1,60 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 120 937 | 9,81 | 25 536 | 9,33 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1 407 | -12,66 | 297 | -12,90 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 27 846 | -3,25 | 5 880 | -3,67 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 2 938 | 33,85 | 620 | 33,33 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 4 662 | 0,32 | 984 | -0,10 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 12 743 | -4,64 | 2 691 | -5,05 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 211 | 0,00 | 45 | 0,00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2 526 | -11,62 | 533 | -12,05 | ||||
| 2026-05-12 | 13F | Edgar Lomax Co/va | 20 740 | -24,73 | 4 379 | -25,06 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 3 251 | 0,09 | 686 | -0,29 | ||||
| 2026-05-15 | 13F | Fmr Llc | 818 444 | -0,20 | 172 815 | -0,63 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 345 | 0,00 | 73 | -1,37 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 3 646 | 0,00 | 770 | -0,52 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 139 963 | -2,31 | 29 553 | -2,73 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 9 826 | 2 075 | ||||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 352 | 0,00 | 74 | 0,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1 037 | -47,71 | 219 | -48,10 | ||||
| 2026-02-13 | 13F | Barclays Plc | 265 987 | 0,56 | 56 408 | 3,26 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 5 315 | 0,00 | 1 122 | -0,44 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 2 362 | -0,46 | 499 | -0,99 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 27 063 | -0,17 | 5 714 | -0,61 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Pictet & Cie (Europe) SA | 62 947 | 0,00 | 13 291 | -0,43 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 155 844 | -4,66 | 32 906 | -5,07 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 5 094 | 32,55 | 1 076 | 32,06 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 2 294 | 0,00 | 484 | -0,41 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 5 246 | -4,17 | 1 108 | -4,57 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 559 319 | -5,23 | 118 100 | -5,64 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3 126 | -16,17 | 660 | -16,46 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 170 | 10,39 | 36 | 9,38 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 42 | 0,00 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 2 400 | 0,00 | 507 | -0,39 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1 708 | 17,15 | 361 | 16,50 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1 623 | -1,64 | 343 | -2,01 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 3 004 | 7,09 | 634 | 6,73 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 35 708 | 4,94 | 7 540 | 4,48 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 72 597 | -3,32 | 15 329 | -3,74 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 657 | 0,00 | 139 | -0,72 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 995 | -20,27 | 210 | -20,45 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 1 423 | 2,45 | 300 | 2,04 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3 442 | 0,38 | 727 | -0,14 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 187 139 | -1,61 | 39 514 | -2,04 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 9 237 | 0,00 | 1 950 | -0,41 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 7 706 | 20,41 | 1 627 | 19,90 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 76 110 | 2,98 | 16 071 | 2,53 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1 722 | -10,27 | 364 | -10,59 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 1 210 | 0,00 | 256 | -0,39 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 1 543 | 326 | ||||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 1 101 | -75,50 | 232 | -75,83 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 23 166 | -0,95 | 4 892 | -1,39 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7 010 | -4,44 | 1 482 | -4,69 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 557 426 | 132,95 | 117 700 | 131,94 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1 194 | 1,79 | 252 | 1,61 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 13 638 | -1,66 | 2 880 | -2,11 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 964 | 0,00 | 204 | -0,49 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1 501 | 0,00 | 317 | -0,63 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 965 589 | -2,46 | 203 884 | -2,88 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 2 578 | -5,91 | 544 | -6,37 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 439 034 | 92 702 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 150 230 | -1,11 | 31 721 | -1,54 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 5 799 | 0,00 | 1 224 | -0,41 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 177 216 | -10,96 | 37 419 | -11,35 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 2 233 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 1 194 | 0,00 | 252 | -0,40 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 1 293 | -1,45 | 273 | -1,80 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 61 | 0,00 | 13 | 0,00 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 2 800 | 0,00 | 591 | -0,34 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 3 698 | 100,54 | 783 | 100,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 386 520 | 10,20 | 81 614 | 9,72 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 12 836 | -1,41 | 2 710 | -1,85 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 30 736 | 0,32 | 6 490 | -0,12 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 49 642 | 19,07 | 10 482 | 18,55 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 161 | 245 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 6 331 | -3,18 | 1 337 | -3,61 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 11 178 | 414,17 | 2 360 | 413,04 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 4 985 | 6,02 | 1 082 | 8,53 | ||||
| 2026-04-22 | 13F | Harrell Investment Partners, Llc | 1 379 | 0,36 | 291 | 0,00 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 79 932 | 4,34 | 16 878 | 3,88 | ||||
| 2026-05-04 | 13F | Magnolia Capital Management Ltd | 4 585 | 37,07 | 1 | |||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 138 943 | -21,41 | 29 338 | -21,75 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 17 494 | -2,51 | 3 694 | -2,94 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 5 000 | 0,00 | 1 056 | -0,47 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3 657 | -12,78 | 772 | -13,16 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 8 508 | -0,48 | 1 796 | -0,88 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 135 868 | -17,92 | 28 638 | -18,39 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 2 204 | 109,90 | 458 | 104,02 | ||||
| 2026-04-20 | 13F | City State Bank | 676 | 0,00 | 143 | -0,70 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 1 275 | 0,00 | 269 | -0,37 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 619 118 | 2 585,86 | 130 727 | 2 574,43 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 1 001 | 0,00 | 211 | -0,47 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 1 369 | 289 | ||||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 96 818 | -0,21 | 20 443 | -0,65 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 209 | 0,00 | 44 | 0,00 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 1 541 | 1,45 | 0 | |||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 5 316 | -15,63 | 1 123 | -16,02 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 226 | -12,24 | 259 | -12,84 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 6 157 | -0,16 | 1 381 | 5,59 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1 465 | -11,27 | 0 | |||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 572 662 | -3,28 | 120 918 | -3,70 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 3 607 | 13,75 | 762 | 13,24 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3 877 | -15,90 | 819 | -16,27 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 1 110 | 2,59 | 234 | 2,18 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 7 761 | -5,65 | 1 639 | -6,08 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 19 035 | -0,31 | 4 019 | -0,74 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 2 503 | -5,65 | 529 | -6,05 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 2 141 | 0,09 | 473 | -0,42 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 32 462 | -5,67 | 6 854 | -6,07 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 30 | 0,00 | 6 | 0,00 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 3 435 | 0,00 | 725 | -0,41 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 1 181 | 249 | ||||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 2 649 | -2,00 | 559 | -2,44 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 41 | 0,00 | 9 | 0,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 97 730 | -10,86 | 20 636 | -11,25 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 371 946 | -2,90 | 78 537 | -3,32 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 1 580 | 0,00 | 334 | -0,60 | ||||
| 2026-02-11 | 13F | Brandywine Global Investment Management, LLC | 51 | -89,55 | 11 | -90,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 3 639 | 0,00 | 768 | -0,39 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 200 145 | 8,95 | 42 268 | 7,99 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 1 888 | 0,37 | 399 | 0,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 39 304 | 0,06 | 8 335 | 2,76 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 43 998 | 522,41 | 9 | |||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 729 | 0,00 | 154 | -0,65 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 20 610 | 1,44 | 4 352 | 1,00 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 105 962 | 22 374 | ||||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 5 935 | 1 253 | ||||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 8 500 | 0,00 | 1 795 | -0,44 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 3 290 | -23,26 | 695 | -23,65 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 80 372 | -10,40 | 16 971 | -10,79 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 2 901 | -76,48 | 613 | -76,60 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 20 865 | -2,94 | 4 406 | -3,36 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 3 468 | 1,23 | 732 | 0,83 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 957 | -10,64 | 202 | -11,01 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1 754 | -25,61 | 370 | -26,00 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 7 361 | -1,39 | 1 554 | -1,83 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 7 030 | -0,62 | 1 484 | -1,07 | ||||
| 2026-05-11 | 13F | Allstate Corp | 14 138 | 0,00 | 2 985 | -0,43 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 2 080 | 0,00 | 439 | -0,45 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 31 659 | -0,66 | 6 714 | 2,01 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 3 576 | 5,83 | 755 | 5,45 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Thomasville National Bank | 3 825 | -7,83 | 811 | -5,37 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 10 359 | -4,34 | 2 188 | -4,75 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 112 | 0,00 | 24 | 0,00 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 29 307 | -3,76 | 6 188 | -4,17 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 955 | 202 | ||||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 2 018 | 0,00 | 426 | -0,23 | ||||
| 2026-04-10 | 13F | Benin Management CORP | 990 | 0,00 | 209 | 0,00 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 1 553 | -9,18 | 328 | -9,39 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 3 353 | 18,27 | 708 | 17,64 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1 237 | 8,22 | 261 | 7,85 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2 568 | -0,85 | 542 | -1,28 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 1 025 | 0,00 | 216 | -0,46 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 1 260 | 266 | ||||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 17 853 | -3,01 | 3 770 | -3,43 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 5 037 | 0,00 | 1 064 | -0,47 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 76 | 16 | ||||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 11 368 | -0,32 | 2 400 | -0,74 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 1 165 | 0,00 | 246 | -0,81 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 2 442 | 54,85 | 516 | 54,19 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 15 973 | -10,55 | 3 373 | -10,94 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 763 | 0,00 | 583 | -0,34 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 67 344 | 14 224 | ||||||
| 2026-05-07 | 13F | Davis Selected Advisers | 11 624 | -90,85 | 2 454 | -90,89 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1 909 | 428 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 60 926 | 0,75 | 12 867 | 0,31 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 11 689 | 80,33 | 2 468 | 79,62 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 852 | 0,00 | 180 | -0,56 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 7 885 | 0,00 | 1 665 | -0,48 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 8 187 | -0,10 | 1 729 | -0,52 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 9 715 | -1,36 | 2 051 | -1,77 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 195 | 0,00 | 41 | 0,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 43 751 | -9,21 | 9 238 | -9,59 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 21 516 | -0,29 | 4 543 | -0,72 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 1 932 | 0,00 | 408 | -0,49 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 21 587 | -2,48 | 4 558 | -2,90 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 9 569 | 27,11 | 2 021 | 26,57 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 96 014 | -0,78 | 20 273 | -1,21 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 112 776 | 17,24 | 23 813 | 16,74 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 1 481 | 0,00 | 313 | -0,64 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 31 081 | -1,25 | 6 563 | -1,68 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 61 561 | -0,14 | 13 011 | -0,57 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 9 403 | -0,97 | 1 985 | -1,39 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 29 096 | -10,37 | 6 144 | -10,76 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 1 615 | 341 | ||||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3 531 | -6,54 | 746 | -6,99 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 249 | 53 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 657 | 139 | ||||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 2 455 | 6,51 | 518 | 6,15 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 23 169 | 4,19 | 5 145 | 9,10 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 034 | 0,00 | 429 | -0,46 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 11 637 | 21,93 | 2 457 | 21,45 | ||||
| 2026-05-06 | 13F | Anb Bank | 1 029 | -9,18 | 217 | -9,58 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 4 212 | 0,05 | 889 | -0,34 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 197 963 | 3,83 | 252 950 | 3,38 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 3 247 | -54,57 | 686 | -54,79 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 6 352 | 0,00 | 1 341 | -0,45 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 0 | 0 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 67 702 | 4,04 | 14 295 | 3,59 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 5 636 | 48,98 | 1 190 | 48,25 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 18 744 | -38,18 | 3 958 | -38,46 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 149 006 | -9,86 | 31 463 | -10,25 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3 009 200 | -2,29 | 638 025 | -2,34 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1 342 | 16,49 | 285 | 42,00 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 7 875 | -1,19 | 1 670 | 1,52 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 996 | 0,00 | 211 | 2,93 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 2 956 | 0,27 | 624 | -0,16 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 1 024 | 216 | ||||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 23 034 | -48,34 | 5 150 | -47,27 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Camden National Bank | 3 467 | -2,78 | 732 | -3,17 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 1 353 | 0,00 | 286 | -0,35 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 2 111 | 446 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 128 765 | 18,86 | 27 215 | 18,57 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 495 | -41,28 | 105 | -41,57 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 6 667 | -7,08 | 1 408 | -7,50 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 159 | 0,00 | 33 | -5,71 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 11 604 | -0,51 | 2 450 | -0,93 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 8 597 | 15,18 | 1 818 | 12,15 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 483 | 102 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 141 | 39,60 | 30 | 38,10 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3 720 | 3,56 | 786 | 3,15 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 16 662 | 0,00 | 3 518 | -0,42 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Oath Planning, LLC | 1 457 | 0,41 | 308 | 0,00 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 1 286 | 0,00 | 272 | -0,37 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 550 | -99,53 | 116 | 0,00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 59 317 | -1,62 | 12 525 | -2,05 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 38 433 | 8,47 | 8 115 | 8,00 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 1 134 | 0,00 | 239 | -0,42 | ||||
| 2026-04-17 | 13F | McHugh Group, LLC | 1 553 | 3,40 | 328 | 2,83 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 1 697 | 0,00 | 358 | -0,28 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 302 | 0,00 | 64 | -1,56 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 22 815 | -1,53 | 4 817 | -1,95 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 1 221 | 0,00 | 258 | -0,39 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 35 528 | 0,00 | 7 534 | 0,00 | ||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Clg Llc | 10 146 | 0,25 | 2 142 | -0,19 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 22 453 | -53,01 | 4 741 | -54,70 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 2 141 | 2,05 | 452 | 1,80 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 2 691 | 0,00 | 568 | -0,35 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 12 126 | 13,44 | 2 560 | 12,97 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 50 980 | 27,24 | 10 764 | 26,69 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 9 431 | -2,73 | 1 991 | -3,16 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 100 | 0,00 | 21 | 0,00 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2 858 | 606 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 660 573 | -9,70 | 139 528 | -10,06 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 80 286 | -6,09 | 16 952 | -6,50 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 1 478 | 0,00 | 312 | -0,32 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 53 138 | -56,15 | 11 220 | -56,34 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 8 034 | 12,02 | 1 696 | 11,51 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 15 | 0,00 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2 282 | 482 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 371 | 10,41 | 923 | 9,89 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 91 539 | 19 329 | ||||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 104 257 | -8,93 | 22 014 | -9,32 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 5 320 | -0,47 | 1 123 | -0,88 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15 534 | -2,58 | 3 280 | -2,99 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 20 963 | 3,69 | 4 426 | 3,24 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 115 945 | 9,89 | 24 482 | 9,42 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3 363 | 0,63 | 710 | 0,28 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 12 038 | 29,57 | 2 542 | 28,98 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 53 885 | 1,94 | 11 378 | 1,50 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 2 253 | -6,71 | 478 | -4,22 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 3 206 | 0,00 | 677 | -0,44 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 6 445 | -1,50 | 1 361 | -1,95 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 29 828 | -0,41 | 6 298 | -0,83 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1 159 | -38,94 | 245 | -39,30 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 1 700 | 54,55 | 359 | 53,65 | |||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 1 912 | -9,47 | 404 | -9,84 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 2 076 | -16,36 | 438 | -16,73 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 70 134 | -1,16 | 14 873 | 1,50 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 1 242 | 0,00 | 262 | -0,38 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 4 385 | -0,27 | 926 | -0,75 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2 425 | 28,78 | 512 | 28,32 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 8 411 | 0,00 | 1 784 | 2,71 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2 026 | -7,99 | 428 | -8,37 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 1 048 | 0,00 | 221 | -0,45 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 923 | 200 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 18 958 | 15,58 | 4 003 | 15,09 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 164 883 | 12,80 | 34 815 | 12,31 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 5 900 | 0,00 | 1 246 | -0,48 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 11 691 | -2,74 | 2 469 | -3,18 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 5 988 | 0,89 | 1 264 | -1,86 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 423 | 0,00 | 89 | 0,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 15 408 | 108 582 | -4,68 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 24 575 | -8,27 | 5 189 | -8,66 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 4 795 | 28,97 | 1 013 | 28,43 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 158 615 | 3 223,17 | 18 411 | 1 719,17 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 75 | 0,00 | 16 | 0,00 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Main Street Group, LTD | 12 | 3 | ||||||
| 2026-05-13 | 13F | Bank OZK | 1 952 | -1,31 | 412 | -1,67 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 3 261 | 0,00 | 689 | -0,43 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 5 380 | 0,00 | 1 136 | -0,44 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 4 573 | -1,85 | 966 | -2,33 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 1 400 | 0,00 | 296 | -0,34 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 79 738 | -10,85 | 16 837 | -11,24 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 33 186 | -0,07 | 7 007 | -0,50 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 5 974 | -0,98 | 1 261 | -1,41 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2 858 | 603 | ||||||
| 2026-05-15 | 13F | Wimmer Associates 1, Llc | 1 650 | 0,00 | 348 | -0,29 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 1 324 | 0,00 | 280 | -0,36 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 69 142 | -5,72 | 14 599 | -6,13 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 9 073 | -3,33 | 1 916 | -3,77 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 39 099 | 1,27 | 8 256 | 0,83 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 120 | 0,00 | 25 | 0,00 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 1 650 | 1,48 | 348 | 1,16 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 65 | 0,00 | 14 | 0,00 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 2 813 | 38,37 | 594 | 37,59 | ||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 385 302 | -2,00 | 81 356 | -2,42 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 2 467 | 26,19 | 521 | 25,60 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 110 | 2,21 | 0 | |||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 57 649 | -4,46 | 12 173 | -4,88 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 93 533 | -10,55 | 19 749 | -10,94 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4 997 | -36,07 | 1 055 | -36,33 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 1 399 | 0,00 | 295 | -0,34 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 51 942 | 0,25 | 10 967 | -0,18 | ||||
| 2026-05-14 | 13F | Campion Asset Management LLC | 1 433 | 0,00 | 303 | -0,33 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 5 903 | 2,18 | 1 247 | 1,71 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 4 256 | 0,00 | 899 | -0,44 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3 344 | 0,00 | 706 | -0,42 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 11 238 | 0,00 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 3 779 | -3,05 | 798 | -3,51 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 2 445 | 0,00 | 516 | -0,39 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 10 063 | -4,50 | 2 125 | -4,92 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9 768 | -10,06 | 2 063 | -10,46 | ||||
| 2026-05-13 | 13F | Invst, LLC | 73 869 | -19,55 | 15 597 | -19,90 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 1 738 | 0,12 | 367 | -0,54 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 6 622 | -1,93 | 1 398 | -2,31 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 931 | -14,98 | 196 | -15,52 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 25 705 | -5,77 | 5 428 | -8,37 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 128 382 | -0,84 | 27 764 | 1,11 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 18 353 | -5,50 | 3 875 | -5,90 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3 719 | -17,15 | 785 | -19,16 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 210 | 0 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 17 857 | 3 771 | ||||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 8 864 | 15,06 | 1 872 | 14,57 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 10 338 | 1,21 | 2 183 | 0,74 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 550 | 116 | ||||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 450 | 0,00 | 95 | 0,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 39 521 | 4,28 | 8 345 | 3,82 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 11 342 | -9,55 | 2 395 | -9,97 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 102 859 | 3,57 | 21 719 | 3,12 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3 188 | 9,29 | 673 | 8,90 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 1 045 | 0,00 | 221 | -0,45 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 359 | 0,00 | 76 | -1,32 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 2 000 | 0,00 | 422 | -0,47 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 71 | 0,00 | 15 | -6,67 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 53 694 | -5,03 | 11 337 | -5,45 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 3 769 | 0,00 | 796 | -0,50 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5 456 | -0,82 | 1 152 | -1,20 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 3 646 | 0,00 | 770 | -0,52 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 68 954 | 7,27 | 14 560 | 6,80 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 1 401 | 17,83 | 296 | 17,06 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 4 753 | 0,00 | 987 | -2,76 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 2 973 | 0,00 | 628 | -0,48 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 5 581 | 0,00 | 1 178 | -0,42 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 517 501 | 167,27 | 109 269 | 166,11 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 96 778 | -7,32 | 20 435 | -11,47 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 16 206 | -2,00 | 3 422 | -2,45 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 33 839 | 28,15 | 7 145 | 27,61 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 565 | -7,68 | 119 | -7,75 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 45 100 | -22,77 | 9 523 | -23,11 | |||
| 2026-01-15 | 13F | Wealth Quarterback LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 4 119 | 0,98 | 870 | 0,46 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 21 600 | -7,69 | 4 561 | -8,10 | |||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 18 559 | -19,90 | 3 917 | -20,29 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 507 | 107 | ||||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4 284 | -5,12 | 905 | -5,54 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 7 590 | 0,00 | 1 603 | -0,44 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 9 085 | 0,00 | 1 918 | -0,42 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 122 712 | 1,73 | 25 911 | 1,29 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 11 166 | 3,24 | 2 358 | 2,79 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 8 520 | -2,37 | 1 799 | -2,81 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 8 218 | 1,23 | 1 743 | 12,61 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 9 144 | 0,02 | 1 931 | -0,41 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 130 653 | 0,93 | 27 587 | 0,49 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 86 659 | -0,17 | 18 298 | -0,60 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1 053 | -38,39 | 222 | -38,67 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 56 953 | 1,48 | 12 026 | 1,09 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 8 160 | 1,71 | 1 723 | 1,23 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 13 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 225 | 48 | ||||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 2 038 | -22,04 | 430 | -22,38 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 9 200 | 1 943 | ||||||
| 2026-04-28 | 13F | Busey Wealth Management | 2 201 | 0,00 | 465 | -0,43 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 61 979 | 2,16 | 13 087 | 1,71 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 1 018 | 216 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 973 | -7,33 | 214 | -6,99 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 37 365 | -1,88 | 7 890 | -2,30 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 288 317 | -2,28 | 61 143 | -2,27 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 31 764 | 10,04 | 6 707 | 9,56 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 2 834 | -7,45 | 599 | -7,86 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 4 539 | 0,00 | 958 | -0,42 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 7 164 | 0,00 | 1 513 | -0,46 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 3 793 | -23,99 | 801 | -24,39 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 155 140 | 3,37 | 34 140 | 7,18 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 1 715 | 1,42 | 362 | 1,12 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 2 282 | 4,20 | 482 | 3,66 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 2 337 | 122,78 | 493 | 122,07 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 1 189 | 0,00 | 251 | -0,40 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 20 380 | 63,20 | 4 303 | 62,50 | ||||
| 2026-05-13 | 13F | Northstar Asset Management Inc | 1 747 | 0,00 | 369 | -0,54 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 280 | 0,00 | 59 | 0,00 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 22 028 | 142,97 | 4 651 | 141,99 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 3 824 | 0,00 | 807 | -0,37 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 16 590 | 6,23 | 3 503 | 5,77 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 10 965 | -3,38 | 2 315 | -3,78 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 305 | 0,00 | 65 | 0,00 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 10 107 | -4,43 | 2 134 | 106 600,00 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2 370 | 8,57 | 500 | 7,99 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 580 | 122 | ||||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 7 388 | -5,75 | 1 560 | -6,14 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 9 199 | -1,10 | 1 942 | -1,52 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 13 216 | 2,68 | 2 790 | 2,24 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 19 058 | 0,00 | 4 024 | -0,42 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 2 781 | -28,62 | 587 | -28,93 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 144 | 31 | ||||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 51 252 | 2,51 | 10 822 | 2,07 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 13 989 | 12,87 | 2 954 | 12,37 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5 317 | -2,37 | 1 123 | -2,77 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 21 254 | 0,84 | 4 389 | -0,09 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 101 103 | 5,10 | 21 348 | 4,64 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 89 693 | -2,70 | 18 939 | -3,13 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 3 485 | 255,98 | 736 | 255,07 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 4 916 | 1 038 | ||||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 2 137 | 4,40 | 451 | 3,92 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1 492 | 33,57 | 315 | 27,02 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 29 079 | 0,00 | 6 161 | -2,05 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 11 846 | 2,42 | 2 501 | 2,00 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 12 001 | 0,00 | 2 534 | -0,43 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 520 387 | 96,38 | 109 880 | 95,53 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 1 303 | 275 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 9 965 | -20,25 | 2 104 | -20,60 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 356 | 0,28 | 75 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 19 384 | 30,81 | 4 100 | 30,46 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 5 197 | 0,00 | 1 097 | -0,45 | ||||
| 2026-05-12 | 13F | Close Asset Management Ltd | 6 958 | 0,00 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 1 201 | -23,16 | 254 | -23,56 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 65 220 | 1,02 | 13 771 | 0,58 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 126 708 | -5,40 | 237 831 | -5,85 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 396 602 | 3,63 | 294 892 | 3,18 | ||||
| 2026-05-08 | 13F | Bokf, Na | 93 168 | -31,33 | 19 672 | -31,63 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 2 611 | 0,00 | 551 | -0,36 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 46 312 | -5,44 | 9 779 | -5,85 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 2 534 | -3,50 | 535 | -3,96 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 19 690 | 0,29 | 4 158 | -0,14 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 1 453 | -2,29 | 320 | -0,62 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 3 079 | -3,57 | 650 | -3,99 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3 231 | -43,24 | 682 | -43,50 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 43 461 | -10,64 | 9 177 | -11,03 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 11 196 | 2,29 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 3 224 | 1,80 | 681 | 1,34 | ||||
| 2026-04-16 | 13F | Security National Bank | 569 | -63,50 | 120 | -63,64 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 97 554 | -3,49 | 20 599 | -4,58 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 225 | 0,00 | 48 | 0,00 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 8 856 | 1,40 | 1 870 | 0,92 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 115 | 24 | ||||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 2 439 | 0,00 | 515 | -0,58 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 259 | 0,00 | 55 | 0,00 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 157 | 33 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 3 282 | 0,92 | 696 | 3,73 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 5 186 | 0,15 | 1 095 | -0,27 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 7 524 | 13,07 | 1 589 | 12,54 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 11 545 | -4,23 | 2 438 | -4,66 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 5 436 | -4,90 | 1 148 | -5,36 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 4 327 | 28,70 | 914 | 28,23 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1 032 | -7,19 | 218 | -7,66 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 1 378 | 286 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 2 077 | -3,80 | 439 | -4,16 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 15 253 | -2,58 | 3 221 | -3,01 | ||||
| 2026-05-13 | 13F | Laffer Investments | 9 049 | 0,00 | 1 911 | -0,47 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 11 824 | 1,51 | 2 497 | 1,05 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 4 252 | 898 | ||||||
| 2026-04-23 | 13F | Ewa, Llc | 155 610 | -6,03 | 32 857 | -6,44 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 4 907 | -30,08 | 1 036 | -30,38 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 106 | 37,66 | 22 | 37,50 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 2 149 | 0,00 | 454 | -0,44 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 4 720 | 22,37 | 997 | 21,91 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5 274 | 0,57 | 1 114 | -0,62 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2 125 | -2,43 | 449 | -2,82 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 27 986 | 38,37 | 5 909 | 37,77 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 4 589 | 0,11 | 969 | -0,41 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 2 981 | 2,37 | 629 | 1,94 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 9 225 | 21,48 | 1 948 | 20,93 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 114 642 | 5,41 | 24 207 | 4,96 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 41 965 | 0,96 | 8 861 | 0,53 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 32 291 | -3,16 | 6 818 | -3,58 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 145 | 0,00 | 31 | 0,00 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 59 | 0,00 | 12 | 0,00 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 76 322 | -5,14 | 16 115 | -5,55 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 301 | 0,00 | 64 | 0,00 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 1 068 | 0,00 | 226 | -0,44 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 13 698 | 13,69 | 2 892 | 13,19 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3 316 | 0,00 | 700 | -0,43 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 1 730 | 0,29 | 0 | |||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 1 637 | -22,78 | 346 | -23,16 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 4 709 | 0,68 | 994 | 0,30 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 8 829 | -0,50 | 1 864 | -0,90 | ||||
| 2026-05-01 | 13F | American Trust | 3 511 | 3,81 | 741 | 3,35 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 119 | -95,00 | 25 | -95,05 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 15 214 | -0,72 | 3 212 | -1,14 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1 170 | 2 287,76 | 247 | 2 370,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 408 | 11,48 | 86 | 11,69 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 334 922 | 0,61 | 70 | 0,00 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 850 | 20,06 | 179 | 19,33 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 269 | 57 | ||||||
| 2026-05-11 | 13F | BankPlus Trust Department | 124 | 0,00 | 26 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1 713 | 0,18 | 362 | -0,28 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 28 099 | -2,77 | 5 933 | -3,18 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 149 589 | 0,24 | 31 586 | -0,20 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 160 281 | 30,39 | 33 843 | 29,83 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 13 330 | 0,00 | 2 815 | -0,42 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 3 236 | -0,37 | 683 | -0,73 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 19 242 | -1,55 | 4 063 | -3,90 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 20 702 | -0,75 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 8 177 | -1,17 | 1 727 | -1,60 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 1 091 | 0,00 | 230 | -0,43 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 13 | 3 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 1 147 | -2,55 | 242 | -2,81 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 83 202 | -1,23 | 17 568 | -1,66 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 140 909 | 947,03 | 2 973 | 4,21 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 9 433 | -24,42 | 1 843 | -30,35 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2 148 592 | -15,42 | 453 675 | -15,78 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 35 491 | 3,18 | 7 494 | 0,33 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 1 087 | 0,00 | 230 | -0,43 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 5 005 | -0,93 | 1 057 | -1,40 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 1 816 | -2,42 | 383 | -2,79 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 5 100 | 10,56 | 1 077 | 10,02 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 31 247 | 0,75 | 6 598 | -0,39 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 305 | 64 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 94 814 | -0,82 | 20 020 | -1,25 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 77 675 | 23,43 | 16 401 | 22,90 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 10 490 | -8,48 | 2 215 | -8,89 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 2 588 | 0,35 | 547 | 0,00 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 2 003 | -0,10 | 423 | -2,99 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 3 728 | -2,41 | 787 | -2,84 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 217 259 | 0,41 | 45 874 | -0,02 | ||||
| 2026-05-04 | 13F | TrustBank | 171 | 0,00 | 36 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 49 012 | -0,25 | 10 349 | -0,69 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1 958 | 0,31 | 414 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 127 933 | -9,91 | 27 013 | -10,30 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 15 570 | -2,03 | 3 288 | -2,46 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 2 424 | 512 | ||||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 36 986 | 0,01 | 7 810 | -0,43 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 3 335 | -17,78 | 704 | -18,14 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 8 284 | -4,42 | 1 749 | -4,79 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 135 177 | -2,33 | 28 543 | -2,75 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 979 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 5 372 | 1 134 | ||||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 22 235 | -9,56 | 4 695 | -9,96 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Eq Llc | 17 605 | 4,89 | 3 717 | 4,44 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1 183 | 4,69 | 250 | 4,18 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 10 096 | -0,88 | 2 148 | -2,54 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 31 813 | -4,52 | 6 717 | -4,94 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 2 711 | -7,32 | 572 | -7,74 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 1 056 | 0,09 | 223 | -0,45 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 1 027 | 217 | ||||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1 399 | 0,00 | 295 | -0,34 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 35 833 | -39,06 | 7 566 | -39,32 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1 472 | -16,55 | 311 | -17,11 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 385 | -2,53 | 81 | -2,41 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 2 219 | -4,11 | 469 | -4,49 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 158 047 | -10,78 | 33 425 | -11,02 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 2 460 | 0,00 | 519 | -0,38 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 352 | 0,00 | 74 | 0,00 | ||||
| 2026-05-11 | 13F | Collier Financial | 48 | 0,00 | 10 | 0,00 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | RMR Wealth Builders | 1 308 | -0,30 | 276 | -0,72 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 8 856 | -4,99 | 1 873 | -5,26 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 620 965 | -12,17 | 342 267 | -12,55 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 51 514 | -0,15 | 10 877 | -0,58 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 11 898 | 1,37 | 2 512 | 0,96 | ||||
| 2026-04-13 | 13F | Trust Co | 63 | 0,00 | 13 | 0,00 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 11 588 | 26,96 | 2 557 | 32,09 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 4 100 | 4,38 | 866 | 3,84 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 1 428 | 0,00 | 302 | -0,66 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 15 517 | 1,76 | 3 276 | 1,33 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2 311 | 8,45 | 488 | 7,98 | ||||
| 2026-04-23 | 13F | American National Bank | 254 | -30,22 | 54 | -31,17 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 24 | 0,00 | 5 | 0,00 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 1 292 | 0,08 | 273 | -0,37 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 63 498 | 4,04 | 13 408 | 3,59 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 3 686 | 3,95 | 778 | 3,46 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 7 041 | -6,38 | 1 487 | -6,83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9 928 | 10,12 | 2 096 | 9,62 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 6 699 | 2,46 | 1 415 | 2,02 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 1 202 | 254 | ||||||
| 2026-04-17 | 13F | Kentucky Trust Co | 150 | 0,00 | 32 | 0,00 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 8 452 | 7,41 | 1 785 | 6,95 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 17 325 | -4,19 | 3 658 | -4,59 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 7 599 | 0,05 | 1 604 | -2,79 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 3 376 | 0,00 | 713 | -0,42 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 3 261 014 | 0,32 | 688 562 | -0,11 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 4 614 | 16,37 | 974 | 15,95 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 4 193 | 1,75 | 885 | 1,37 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 73 110 | 0,00 | 15 437 | -0,43 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 12 804 | 13,53 | 2 704 | 13,05 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 3 500 | 2,94 | 739 | 2,50 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 79 315 | 5,93 | 16 747 | 5,47 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 4 450 | 0,00 | 944 | -1,26 | ||||
| 2026-05-06 | 13F | Alexander Randolph Advisory Inc | 2 476 | 0,00 | 523 | -0,57 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 20 183 | 2,67 | 4 262 | 2,21 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 1 393 | -23,80 | 312 | -12,61 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 53 792 | 22,41 | 11 358 | 21,88 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2 071 | -2,22 | 437 | -2,67 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 1 965 | 0,00 | 415 | -0,48 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 1 957 | 44,86 | 413 | 44,41 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 5 026 | -5,63 | 1 061 | -6,02 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 41 765 | -1,04 | 8 857 | 1,63 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 275 581 | -5,04 | 58 189 | -5,45 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 2 251 | 13,69 | 475 | 13,37 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 132 | 28 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 4 405 | -0,43 | 930 | -0,85 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1 238 | 17,01 | 261 | 16,52 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | AMG National Trust Bank | 5 212 | -0,08 | 1 101 | -0,54 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 50 | 21,95 | 11 | 25,00 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 75 559 | 1,67 | 15 954 | 1,24 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 1 229 | 0,33 | 260 | 0,00 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 3 748 | 0,67 | 791 | 0,25 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 64 | 0,00 | 14 | 0,00 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 3 062 | 4,19 | 647 | 3,69 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1 610 | -11,25 | 340 | -11,72 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 78 118 | -1,67 | 16 495 | -2,10 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 24 624 | -3,38 | 5 199 | -3,79 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 15 151 | 81,43 | 3 213 | 76,54 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 15 861 | -8,34 | 3 349 | -11,07 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 22 661 | 0,00 | 4 806 | 0,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4 623 | 4,17 | 976 | 3,72 | ||||
| 2026-05-05 | 13F | PFG Advisors | 34 689 | 9,36 | 7 325 | 8,89 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 9 297 | -2,62 | 1 966 | -2,87 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 15 455 | 20,76 | 3 263 | 20,23 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 8 109 | 0,00 | 1 712 | -0,41 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 28 929 | 0,41 | 6 108 | -0,02 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 10 736 | 0,02 | 2 267 | -0,44 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 9 139 | -3,39 | 1 930 | -3,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 902 104 | -6,56 | 190 479 | -6,97 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 1 341 | 0,00 | 283 | -0,35 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 1 250 | 0,00 | 264 | -0,75 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 279 | -0,36 | 59 | -1,69 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 3 812 | 805 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 101 291 | -30,83 | 21 388 | -31,13 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 65 | 0,00 | 14 | 0,00 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 13 782 | -1,92 | 2 910 | -2,38 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 7 169 | 9,13 | 1 514 | 8,61 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 41 978 | -5,25 | 8 864 | -5,66 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 345 | 0,00 | 73 | -1,37 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 4 114 | 4,10 | 869 | 3,58 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 65 657 | 272,37 | 13 864 | 270,77 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 427 | 0 | ||||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 3 077 | 1,18 | 650 | 0,62 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 134 765 | 4,88 | 28 456 | 4,43 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 672 | 0,00 | 142 | -0,70 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 5 254 | 0,10 | 1 109 | -0,27 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 125 410 | 7,41 | 26 480 | 6,95 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 4 432 | 2,43 | 936 | 1,96 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 14 559 | -0,75 | 3 074 | -1,16 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 1 057 | 223 | ||||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 66 079 | -5,90 | 13 953 | -6,31 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2 199 311 | -10,87 | 464 | -11,28 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 4 819 | 6,73 | 1 018 | 6,27 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 13 301 | 0,14 | 2 809 | -0,28 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 1 227 | 39,27 | 259 | 39,25 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 25 589 | 1,66 | 5 403 | 1,22 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 1 643 | 55,73 | 347 | 55,16 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 45 564 | 1,34 | 9 621 | 0,89 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7 924 | 5,54 | 1 673 | 5,09 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 4 789 | -17,23 | 1 011 | -17,60 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 13 222 | 2,69 | 2 792 | 2,23 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 2 060 | 0,24 | 435 | -0,23 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 40 927 | 1,04 | 8 642 | 0,59 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 680 | 144 | ||||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 953 | 201 | ||||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 2 145 | -68,48 | 453 | -68,68 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 34 515 | -13,25 | 7 288 | -13,63 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 16 525 | -1,36 | 3 489 | -1,77 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1 680 | 18,23 | 355 | 17,61 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 112 059 | -26,52 | 23 661 | -11,11 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 516 | 0,19 | 109 | -0,92 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 1 709 | -12,76 | 361 | -13,25 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 70 | 0,00 | 15 | 0,00 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 1 250 | 0,40 | 264 | -0,38 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 130 581 | -2,15 | 27 572 | -2,58 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 20 883 | -4,22 | 4 409 | -4,65 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 1 252 | 0,00 | 280 | 5,28 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 1 091 | 0,00 | 240 | 3,90 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 1 395 | -11,93 | 295 | -12,24 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 14 308 | 2,46 | 3 021 | 2,03 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 4 013 | 847 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 61 835 | 126,30 | 13 056 | 125,34 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 37 736 | 1,05 | 7 968 | 0,61 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 1 666 | 0,00 | 352 | -0,57 | ||||
| 2026-05-13 | 13F | Black Cypress Capital Management, LLC | 539 | 0,00 | 114 | -0,88 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 2 255 | 0,00 | 476 | -0,42 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 6 012 | 0,00 | 1 269 | -0,39 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 7 258 | -3,25 | 1 532 | -3,65 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 1 514 | 6,17 | 333 | 10,26 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 3 720 | -3,65 | 785 | -0,38 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 13 914 | 0,10 | 2 938 | -0,34 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 111 | 0,00 | 23 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3 295 130 | -3,37 | 695 767 | -3,79 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 13 968 | -1,31 | 2 949 | -1,73 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 2 416 | 116,29 | 510 | 116,10 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 950 | 201 | ||||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 35 081 | -0,26 | 7 440 | -0,25 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 2 757 | 0,00 | 582 | -0,34 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 13 829 | 37,96 | 2 933 | 41,64 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 7 300 | 0,00 | 1 541 | -0,45 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 3 016 | 19,12 | 637 | 18,66 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 25 857 | 3,95 | 5 460 | 3,49 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 69 367 | -0,97 | 14 647 | -1,40 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 1 642 | -1,74 | 347 | -2,26 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 281 | 58 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 367 | -72,61 | 1 344 | -72,74 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 7 347 | 22,61 | 1 551 | 22,13 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 52 394 | 4,54 | 11 063 | 4,09 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 121 373 | -2,73 | 25 628 | -3,15 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 12 346 | -0,48 | 2 607 | -0,91 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 1 172 | -10,40 | 247 | -10,83 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 5 176 | -11,52 | 1 093 | -11,94 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 7 508 | 0,37 | 1 585 | -0,06 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 4 888 | 21,59 | 1 032 | 21,13 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 17 545 | -6,25 | 3 711 | -6,50 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 1 318 | -11,60 | 278 | -12,03 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 15 054 | 0,37 | 3 192 | 3,07 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 19 466 | 0,00 | 4 110 | -0,44 | ||||
| 2026-05-19 | 13F | JTC Employer Solutions Trusteee Ltd | 1 353 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1 100 | 0,00 | 232 | -0,43 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 41 042 | -2,44 | 8 666 | -2,87 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 18 389 | 12,83 | 3 883 | 12,33 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 17 968 | 0,00 | 3 794 | -0,45 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 1 147 | 4,08 | 242 | 3,86 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 4 477 | 152,23 | 945 | 151,33 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 7 023 | -9,72 | 1 483 | -10,13 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 2 177 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 1 675 | 354 | ||||||
| 2026-04-24 | 13F | Kendall Capital Management | 1 447 | 0,00 | 306 | -0,33 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 1 419 | 0,64 | 300 | 0,34 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 4 569 | -8,62 | 965 | -9,06 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 13 810 | -17,46 | 2 916 | -17,84 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 3 114 | 0,00 | 658 | -0,45 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 8 412 | 3,42 | 1 776 | 2,96 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 12 162 | 0,00 | 2 579 | 2,71 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 2 230 | 6,34 | 471 | 5,86 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3 959 | 101,78 | 836 | 100,72 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 2 415 | 25,39 | 510 | 24,75 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 82 186 | -8,43 | 17 354 | -8,82 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 756 | 0,00 | 160 | -0,62 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 979 965 | 0,44 | 206 920 | 0,01 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 10 505 241 | -4,61 | 2 218 182 | -5,03 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 3 278 | 3,64 | 692 | 3,28 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 98 088 | 160,23 | 20 711 | 159,11 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1 850 | 4,28 | 392 | 7,10 | ||||
| 2026-05-13 | 13F | United Services Automobile Association | 757 | 0,00 | 160 | -0,62 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 11 397 | -0,58 | 2 406 | -1,03 | ||||
| 2026-04-07 | 13F | Eastern Bank | 4 089 | -1,42 | 863 | -1,82 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 687 | 145 | ||||||
| 2026-05-12 | 13F | PCM Encore, LLC | 15 835 | -5,66 | 3 344 | -6,07 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 1 777 | -34,69 | 375 | -35,01 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 74 881 | -2,24 | 15 811 | -2,66 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 3 626 | 2,49 | 766 | 2,00 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 3 273 | -8,06 | 691 | -8,36 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 21 239 | 3,50 | 4 485 | 3,06 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1 782 | 62,74 | 376 | 62,07 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 6 | 0,00 | 1 | 0,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 55 110 | 2,54 | 11 636 | -2,28 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 2 225 | -21,93 | 470 | -22,35 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 2 375 | 0,17 | 501 | -0,20 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 384 | -0,26 | 81 | 0,00 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Amundi | 50 700 | 0,20 | 10 705 | -0,23 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 39 547 | 20,39 | 8 350 | 19,87 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2 102 | 29,04 | 444 | 28,41 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 8 063 | 0,00 | 1 702 | -0,41 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 34 426 | 28,48 | 7 272 | 27,97 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 75 688 | -9,03 | 15 982 | -9,43 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 191 | 107,61 | 40 | 110,53 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 1 419 | 24,91 | 300 | 24,58 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 3 613 | 19,91 | 763 | 19,44 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 3 140 | 4,81 | 663 | 4,41 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1 286 | -3,60 | 272 | -3,90 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 5 244 | 4,84 | 1 107 | 4,43 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 1 227 | 0,00 | 259 | -0,38 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 79 335 | -0,41 | 16 752 | -0,84 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 19 094 | 0,30 | 4 032 | -0,15 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 426 428 | 4,14 | 90 040 | 3,69 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 2 926 | 1,35 | 618 | 0,82 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 1 839 | 0,11 | 388 | -0,26 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 47 750 | 10 082 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 28 494 | -18,68 | 5 916 | -20,38 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 19 852 | -15,53 | 4 192 | -15,91 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 21 213 | -6,00 | 4 479 | -6,39 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 985 | 0,31 | 208 | -0,48 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 179 293 | 0,00 | 200 | 0,00 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 3 565 | 0,00 | 753 | -0,53 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 202 | 0,00 | 43 | 0,00 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 2 635 | -1,57 | 556 | -1,94 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 2 704 | 11,78 | 571 | 11,33 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 193 952 | 3,85 | 40 953 | 3,40 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 11 880 | -1,17 | 2 509 | -1,61 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 217 | -0,46 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 12 383 | 90,89 | 2 615 | 90,11 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 2 238 | 44,02 | 473 | 43,47 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 5 689 | -5,81 | 1 201 | -6,17 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 70 637 | 2,80 | 14 915 | 2,35 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 11 115 | 11,76 | 2 455 | 16,41 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 3 312 | -17,86 | 699 | -18,25 | ||||
| 2026-05-11 | 13F | Boston Partners | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 3 643 501 | 3,07 | 769 325 | 2,63 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 96 875 | -1,07 | 20 455 | -3,84 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 13 159 | 95,35 | 2 779 | 94,54 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 3 904 | 0,18 | 824 | -0,24 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 1 013 | -5,42 | 214 | -6,17 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 247 | 32,80 | 52 | 33,33 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 5 462 | 0,00 | 1 181 | 1,03 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 55 | 12 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Equitable Trust Co | 30 874 | 0,00 | 6 519 | -0,43 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 994 | 0,10 | 210 | -0,48 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 7 520 | 0,00 | 1 634 | 4,48 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 62 807 | -0,83 | 13 262 | -1,27 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1 494 | 0,00 | 315 | -0,32 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 4 012 | 139,95 | 847 | 139,27 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 1 635 | 0,00 | 345 | -0,29 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 23 916 | -6,96 | 5 050 | -7,37 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 6 056 | 15,00 | 1 279 | 14,52 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 3 291 | 0,03 | 695 | -0,43 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 5 342 | 24,41 | 1 128 | 23,96 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 15 183 | -0,60 | 3 206 | -1,05 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 182 167 | 0,36 | 38 464 | -0,26 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 4 274 | 0,00 | 902 | -0,44 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 874 | 9 611,11 | 185 | 18 300,00 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 6 931 | 0,00 | 1 463 | -0,41 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 797 | 1,40 | 168 | 1,20 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 684 | 0,00 | 144 | -0,69 | ||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Bank Of Hawaii | 13 019 | 0,70 | 2 749 | 0,26 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 1 116 | 0,00 | 236 | -0,42 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 22 194 | 2,10 | 4 686 | 1,67 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 149 158 | 55,72 | 31 632 | 59,91 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 2 335 | 0,00 | 493 | -0,40 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 187 653 | -8,46 | 39 623 | -8,86 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 113 434 | -0,40 | 23 952 | -0,83 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 43 974 | -0,30 | 9 285 | -0,73 | ||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 3 873 | 0,00 | 818 | -0,49 | ||||
| 2026-04-15 | 13F | City Holding Co | 1 509 | 0,00 | 319 | -0,62 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 23 152 | 1,13 | 4 889 | 0,70 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 1 937 | 19,86 | 409 | 19,30 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 24 196 | -1,48 | 5 131 | -3,61 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 5 441 | 4,37 | 1 149 | 3,89 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 4 472 | 0,00 | 944 | -0,42 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11 086 | -6,19 | 2 341 | -6,62 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 3 | 0,00 | 1 | |||||
| 2026-04-10 | 13F | Novem Group | 1 036 | 1,87 | 219 | 1,40 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 331 900 | 0,76 | 70 081 | 0,32 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 906 | 202 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 2 245 | 474 | ||||||
| 2026-05-07 | 13F | S&co Inc | 4 350 | 0,00 | 1 | |||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 7 074 | 11,14 | 1 494 | 8,27 | ||||
| 2026-05-12 | 13F | Creative Planning | 183 931 | 14,61 | 38 837 | 14,11 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 17 923 | -0,24 | 3 784 | -0,68 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 76 023 | 1,85 | 16 052 | 1,41 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 399 | -33,28 | 84 | -33,33 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 2 381 | 503 | ||||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 413 | -0,45 | 510 | -0,97 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 58 | -93,76 | 12 | -93,72 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 2 321 | 3,48 | 490 | 3,16 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 28 | 0,00 | 6 | 0,00 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 10 453 | 2,69 | 2 140 | -0,83 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1 283 | -1,31 | 279 | -1,06 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 4 494 | 953 | ||||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 869 | 129,29 | 184 | 128,75 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 34 465 | -3,25 | 7 277 | -3,67 | ||||
| 2026-05-06 | 13F | Postrock Partners Llc | 2 765 | 0,00 | 584 | -0,51 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 6 767 | 11,89 | 1 475 | 15,05 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 90 141 | -5,53 | 19 033 | -5,94 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 22 396 | 6,00 | 4 729 | 5,54 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 2 934 | -20,57 | 620 | -20,95 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 13 548 | -3,24 | 2 861 | -3,67 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 28 545 | -1,77 | 6 027 | -2,19 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 1 080 | -6,74 | 228 | -6,94 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 69 142 | 19,36 | 14 599 | 18,85 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8 610 | -2,45 | 1 818 | -2,83 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1 155 | -4,55 | 244 | -5,08 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 6 346 | 12,58 | 1 340 | 12,05 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 10 893 | 0,00 | 2 300 | -0,43 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 247 726 | 0,98 | 52 307 | 0,55 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 825 | 0,12 | 174 | 0,00 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 105 481 | -1,39 | 22 272 | -1,82 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 3 419 | 0,00 | 722 | -0,41 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 1 054 | 0,00 | 223 | -0,45 | ||||
| 2026-05-04 | 13F | Nwam Llc | 13 916 | 2,63 | 2 938 | -0,03 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 547 | 0,00 | 116 | -0,86 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 1 963 | 0,10 | 415 | -0,24 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 5 649 | -10,83 | 1 193 | -11,24 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 109 | -71,16 | 23 | -71,25 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 133 708 | -6,98 | 28 232 | -7,38 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 53 757 | -2,28 | 11 351 | -2,70 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 6 142 | -1,88 | 1 297 | -2,34 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 993 | 210 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 88 440 | -1,06 | 18 674 | -1,49 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 7 890 | -0,54 | 1 666 | -1,01 | ||||
| 2026-05-04 | 13F | King Wealth | 6 550 | 0,00 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 103 851 | -0,68 | 21 928 | -1,11 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 283 312 | -0,82 | 59 821 | -1,25 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 43 950 | 0,00 | 9 280 | -0,43 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 16 655 | -11,24 | 3 517 | -11,64 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 1 290 | 0,00 | 272 | -0,37 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 17 016 | 16,00 | 3 593 | 15,50 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 38 795 | -36,77 | 8 192 | -37,05 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 5 476 | 41,83 | 1 156 | 41,32 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2 128 | -32,51 | 449 | -32,78 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 57 163 | -9,33 | 12 070 | -9,72 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 21 600 | 6,02 | 4 561 | 5,56 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 8 790 | 4,22 | 1 856 | 3,75 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 3 783 | 0,00 | 799 | -0,50 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 1 362 | 0,00 | 288 | -0,35 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6 104 | 0,02 | 1 289 | -0,46 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 155 | 0,65 | 33 | 0,00 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 42 252 | -11,86 | 8 922 | -12,25 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 6 293 | 3,50 | 1 329 | 3,03 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 9 829 | 0,63 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 93 773 | -1,95 | 19 800 | -2,38 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 1 113 | 0,00 | 235 | -0,42 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 13 554 | 36,29 | 2 862 | 35,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27 729 455 | -2,34 | 5 855 075 | -2,76 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 3 251 | 0,22 | 686 | -2,56 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 9 879 | 0,00 | 2 086 | -0,48 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 14 166 | -0,15 | 2 991 | -2,51 | ||||
| 2026-05-13 | 13F | Marex Group plc | 1 155 | -25,63 | 244 | -26,14 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 112 | -35,63 | 24 | -36,11 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7 208 | -50,84 | 2 | -66,67 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 2 689 | 0,00 | 568 | -0,53 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 1 611 | 32,59 | 340 | 32,30 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9 755 | -0,83 | 2 060 | -1,29 | ||||
| 2026-05-12 | 13F | Birnam Oak Advisors, LP | 5 000 | -50,00 | 1 056 | -50,24 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 212 | 0,00 | 45 | 0,00 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 47 410 | -1,77 | 10 | 0,00 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 12 158 | -24,78 | 3 | -33,33 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 1 156 | 244 | ||||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 45 666 | 10,49 | 9 642 | 10,01 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 786 105 | -4,04 | 165 986 | -4,46 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 5 970 | -5,54 | 1 261 | -5,97 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 49 174 | 10 383 | ||||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 36 233 | 69,70 | 7 651 | 68,99 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 416 069 | 22,93 | 299 003 | 22,40 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 15 425 | 0,00 | 3 257 | -0,46 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 23 | 5 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3 124 | 86,29 | 660 | 83,57 | ||||
| 2026-05-01 | 13F | Avion Wealth | 130 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 2 112 | 6,45 | 446 | 5,95 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 13 624 | -9,72 | 2 877 | -10,12 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 2 352 | -9,15 | 497 | -9,65 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 262 | 0,00 | 55 | 0,00 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 2 615 | 115,23 | 552 | 114,79 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 100 | 0,00 | 21 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 200 292 | -4,28 | 42 292 | -4,70 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 150 908 | -0,96 | 31 864 | -1,38 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1 706 | -14,23 | 360 | -15,29 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 74 806 | 5,57 | 15 795 | 5,11 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 15 042 | 0,00 | 3 176 | -0,41 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 3 002 | 0,40 | 634 | -0,16 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 6 788 | -0,69 | 1 433 | -1,10 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 533 | 113 | ||||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 44 265 | 10,64 | 9 347 | 10,16 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 5 226 | 2,55 | 1 103 | 2,13 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 8 939 | -19,28 | 1 887 | -19,63 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 1 995 | -2,44 | 421 | -2,77 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 8 757 | -7,08 | 1 849 | -7,46 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 3 354 | 0,36 | 708 | 0,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 2 025 | -32,86 | 428 | -33,18 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 4 268 | -0,54 | 901 | -0,88 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 3 020 | 0,37 | 638 | -0,16 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 19 402 | -13,59 | 4 325 | -9,18 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 103 742 | 14,46 | 21 905 | 13,97 | ||||
| 2026-05-11 | 13F | Castlekeep Investment Advisors Llc | 963 | 0,00 | 203 | -0,49 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 6 850 | -9,03 | 1 453 | -9,02 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5 622 | -1,47 | 1 192 | 1,19 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2 566 919 | -0,48 | 542 005 | 99 168,13 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 2 676 | -6,76 | 565 | -7,07 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11 601 | -19,00 | 2 450 | -19,36 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 48 517 | 9,97 | 10 244 | 9,50 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 2 523 | 0,00 | 533 | -0,56 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 2 023 | 0,25 | 427 | 0,00 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 309 598 | -4,47 | 65 372 | -4,88 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1 892 | 100,00 | 399 | 99,50 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 830 | -2,35 | 175 | -2,78 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 194 332 | 110,80 | 41 033 | 109,88 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 1 080 | -10,60 | 228 | -10,94 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7 881 | 1,27 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 9 930 | -0,45 | 2 097 | -0,90 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 3 167 | 0,00 | 669 | -0,45 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 266 | 0,00 | 56 | 0,00 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 1 340 | 10,29 | 283 | 9,73 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 5 949 | 0,88 | 1 262 | 3,62 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 4 804 | -0,29 | 1 014 | -0,69 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 4 997 | -0,44 | 1 055 | -0,85 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 25 701 | -13,14 | 5 | -16,67 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 14 519 | -7,34 | 3 066 | -7,74 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 1 663 | -51,77 | 351 | -51,98 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 3 875 | -3,00 | 818 | -3,42 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 4 354 | -17,44 | 978 | -10,68 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 33 323 | -1,61 | 7 036 | -2,03 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 19 252 | -11,86 | 4 238 | -10,31 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 168 | 0,00 | 36 | 0,00 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 11 917 | -0,11 | 2 516 | -0,55 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 363 | 77 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 161 174 | 5,89 | 34 032 | 5,43 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 18 295 | -2,60 | 3 863 | -3,04 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 1 450 | -15,45 | 306 | -15,70 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2 727 | 576 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 5 442 | -15,97 | 1 149 | -16,31 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 8 300 | 53,70 | 1 753 | 53,01 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 5 800 | 13,73 | 1 225 | 13,23 | |||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 1 162 | 0,00 | 245 | -0,41 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 13 242 | 0,00 | 2 796 | -0,43 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 1 361 | -0,87 | 287 | -1,37 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 8 782 | 0,52 | 1 854 | 0,11 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 20 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Next Level Private LLC | 1 138 | 240 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 39 463 | 4 851,44 | 8 333 | 4 830,18 | ||||
| 2026-04-23 | 13F | Simmons Bank | 1 184 | -11,90 | 250 | -12,28 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 138 151 | -3,41 | 240 321 | -3,83 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 94 104 | 0,50 | 21 048 | 3,22 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 2 458 | 0,00 | 519 | -0,38 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 11 200 | 8,74 | 2 365 | 8,24 | |||
| 2026-04-13 | 13F | Breachway Investments LLC | 6 976 | 26,84 | 1 313 | 12,61 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 74 | 0,00 | 16 | 0,00 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 1 130 | 239 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 725 | -9,60 | 153 | -10,00 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 1 423 | 0,00 | 300 | -0,33 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 130 | -39,18 | 239 | -39,59 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 1 923 | 1,48 | 406 | 1,25 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 4 291 | 4,63 | 906 | 4,26 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 3 043 | -14,33 | 643 | -14,74 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 135 184 | -5,02 | 28 544 | -5,43 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 5 796 | 1 224 | ||||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 22 858 | -0,45 | 4 826 | -0,88 | ||||
| 2026-05-11 | 13F | White Pine Capital Llc | 8 023 | 0,29 | 1 694 | -0,12 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 2 829 | -0,32 | 597 | -0,67 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 53 278 | -1,71 | 11 250 | -2,14 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4 177 | -0,52 | 909 | -0,44 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 26 244 | -7,58 | 5 541 | -7,97 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 6 836 | -0,73 | 1 443 | -1,16 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 12 125 | -20,95 | 2 560 | -21,28 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 144 883 | 3,31 | 30 592 | 2,86 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 15 816 | -5,77 | 3 340 | -8,37 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 24 940 | 40,17 | 5 | 66,67 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 1 931 | 0,00 | 408 | -0,49 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 1 240 | 0,00 | 262 | -0,38 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 997 | 219 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 993 | 1,33 | 210 | 0,97 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 1 559 | -22,75 | 329 | -22,95 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 27 050 | 0,00 | 5 712 | -0,44 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 7 270 | 0,00 | 1 535 | -0,39 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 376 | 0,00 | 79 | 0,00 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 834 | 87,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 2 500 | 0,00 | 528 | -0,57 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 22 355 | 0,06 | 4 720 | -0,36 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 16 037 | -32,31 | 3 386 | -32,60 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 4 616 | 1,65 | 975 | 1,25 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 1 964 | 0,00 | 415 | -0,48 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 7 609 | 1 612 | ||||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 3 338 | 26,58 | 705 | 25,94 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 10 076 | 16,63 | 2 128 | 16,10 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 8 726 | 0,01 | 1 842 | -0,43 | ||||
| 2026-05-21 | 13F | Montchanin Asset Management, Llc | 1 480 | 0 | ||||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 26 887 | -8,79 | 5 677 | -9,18 | ||||
| 2026-02-06 | 13F | Gutierrez Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 9 753 | 20,32 | 2 059 | 19,78 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 3 404 | -2,18 | 719 | -2,58 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 5 728 | 1,56 | 1 210 | 1,09 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 1 753 | 5,35 | 370 | 5,11 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 2 228 | 17,45 | 470 | 16,92 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 286 370 | 11,65 | 60 564 | 11,35 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 2 225 | 0,00 | 470 | -0,42 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 1 475 | 0,00 | 311 | -0,32 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 3 448 | -0,92 | 728 | -1,36 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 1 923 | 38,44 | 406 | 38,10 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 3 744 | -3,88 | 790 | -4,24 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 2 229 | 12,35 | 508 | 20,38 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 1 266 | 1,36 | 273 | 0,37 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 51 943 | 0,48 | 10 968 | 0,05 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 1 279 | 0,24 | 270 | -0,37 | ||||
| 2026-05-13 | 13F | Benchmark Investment Advisors LLC | 2 467 | -23,67 | 521 | -22,04 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 1 223 | -2,00 | 258 | -2,27 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 97 684 | -6,42 | 20 626 | -6,83 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 24 392 | 2,88 | 5 150 | 2,43 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 14 249 | -72,60 | 3 009 | -72,73 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 2 407 | 5,90 | 508 | 5,39 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 298 049 | -3,54 | 62 933 | -3,96 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 982 | 0,00 | 207 | -0,48 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2 439 | 24,82 | 515 | 24,15 | ||||
| 2026-04-16 | 13F | Friday Financial | 1 600 | 0,00 | 338 | -0,59 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 620 | -7,74 | 131 | -5,07 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 10 934 | 8,73 | 2 309 | 8,26 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 1 435 | -1,37 | 303 | -1,62 | ||||
| 2026-01-15 | 13F | Lighthouse Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 1 934 | 7,68 | 408 | 7,37 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 966 | 10,78 | 204 | 10,33 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 1 400 | 0,00 | 296 | -0,34 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 30 262 | 6 390 | ||||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 271 | 0,00 | 57 | 0,00 |
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