Podstawowe statystyki
| Właściciele instytucjonalni | 1736 total, 1733 long only, 0 short only, 3 long/short - change of 2,24% MRQ |
| Średnia alokacja portfela | 0.7281 % - change of -3,11% MRQ |
| Akcje instytucjonalne (długie) | 184 687 154 (ex 13D/G) - change of 10,23MM shares 5,87% MRQ |
| Wartość instytucjonalna (długa) | $ 37 764 499 USD ($1000) |
Własność instytucjonalna i akcjonariusze
iShares Trust - iShares S&P 500 Value ETF (GB:0JFT) 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 (LSE:0JFT) 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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Load All| 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 |
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