Podstawowe statystyki
| Właściciele instytucjonalni | 2764 total, 2758 long only, 1 short only, 5 long/short - change of 0,62% MRQ |
| Średnia alokacja portfela | 0.9007 % - change of -1,74% MRQ |
| Akcje instytucjonalne (długie) | 554 724 019 (ex 13D/G) - change of 2,04MM shares 0,37% MRQ |
| Wartość instytucjonalna (długa) | $ 67 274 353 USD ($1000) |
Własność instytucjonalna i akcjonariusze
iShares Trust - iShares Core S&P Small-Cap ETF (GB:0JH3) posiada 2764 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 554,724,019 akcji. Do największych akcjonariuszy należą Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Fmr Llc, Jones Financial Companies Lllp, Morgan Stanley, Envestnet Asset Management Inc, LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, and Bank of New York Mellon Corp .
iShares Trust - iShares Core S&P Small-Cap ETF (LSE:0JH3) 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
Sprawdź Ownership Explorer, który zawiera listę firm o najwyższym rankingu.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Core S&P Small-Cap ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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
aby odblokować dane premium i eksportować do Excela 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 2977 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Vision Retirement, LLC | 850 | -47,43 | 106 | -45,88 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 42 | 5 | ||||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 154 651 | -1,25 | 20 221 | 2,13 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 1 559 | 211 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 7 516 | -0,25 | 934 | 3,20 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 38 880 | 48,28 | 4 833 | 53,38 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 12 654 | 146,47 | 1 725 | 179,42 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 5 709 | -3,95 | 710 | -0,70 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 56 985 | 730,08 | 7 678 | 784,45 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 108 578 | -0,46 | 13 497 | 2,05 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 318 649 | 0,06 | 39 611 | 3,50 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 104 410 | -8,48 | 12 979 | -5,33 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 76 917 | -11,00 | 9 562 | -7,94 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 3 338 | -34,64 | 225 | -63,30 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 9 230 | -17,81 | 465 | -65,60 | ||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 149 327 | 11,47 | 18 563 | 15,30 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 370 | -20,77 | 46 | -19,64 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Atwater Malick LLC | 5 273 | 655 | ||||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 7 556 | -0,59 | 939 | 2,85 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 19 161 | -17,30 | 2 382 | -14,48 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 522 704 | -5,13 | 64 977 | -1,87 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 12 158 | 9,80 | 1 511 | 13,61 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 4 134 | -0,72 | 519 | 3,60 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 3 480 | 5,42 | 433 | 9,09 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 996 | 1,11 | 248 | -4,62 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 49 963 | -0,23 | 6 211 | 3,19 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 1 324 064 | 22,18 | 164 594 | 26,37 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 42 893 | -28,41 | 5 332 | -25,94 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 172 228 | -9,75 | 21 410 | -6,65 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 2 692 | -98,68 | 335 | -98,64 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 69 833 | -0,36 | 8 681 | 3,05 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 2 391 | -30,25 | 297 | -27,74 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 122 | 0,00 | 135 | 0,75 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2 768 | -5,24 | 344 | -1,99 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 194 116 | -2,10 | 24 115 | 1,17 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 25 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 107 304 | -0,23 | 13 339 | 3,20 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 8 554 | 8,35 | 1 063 | 12,13 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 193 084 | -7,95 | 24 002 | -4,78 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 2 010 | 4,42 | 250 | 7,79 | ||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 111 018 | 1,00 | 13 801 | 4,47 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 4 459 | 0,00 | 554 | 3,55 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 4 771 | 8,01 | 593 | 11,89 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Financial Life Planners | 192 | 24 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 6 527 | -7,58 | 811 | -4,36 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 41 638 | 3,27 | 5 176 | 6,83 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 7 301 | -0,94 | 908 | 2,49 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 216 568 | 1,33 | 26 922 | 4,81 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 2 050 | 0,00 | 255 | 3,25 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 6 630 | 0,23 | 824 | 3,78 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 5 054 | -7,13 | 698 | 0,87 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 2 278 | -20,85 | 283 | -17,97 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 6 885 | 49,09 | 856 | 54,33 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 3 141 | 0,13 | 390 | 3,45 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 2 739 | 12,53 | 340 | 16,44 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 549 283 | -2,24 | 68 281 | 1,12 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 14 918 | -4,52 | 1 855 | -1,23 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 5 947 | -27,03 | 739 | -24,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 434 480 | 2,30 | 52 216 | 3,46 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 3 132 | -1,91 | 389 | 1,57 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 5 293 | -7,56 | 658 | -4,51 | ||||
| 2026-04-20 | 13F | Kopp Family Office, LLC | 141 | 0,00 | 18 | 6,25 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 216 066 | 0,63 | 26 859 | 4,08 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 42 150 | 1,04 | 5 240 | 4,51 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 6 884 | -1,90 | 856 | 1,42 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 30 485 | 14,03 | 3 790 | 17,93 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 2 554 | 0,00 | 317 | 3,59 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Romano Brothers And Company | 46 706 | -6,05 | 5 806 | -2,83 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1 104 333 | -3,40 | 132 719 | -2,30 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 52 | -98,11 | 6 | -98,16 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 1 768 | 213 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 8 641 | 0,29 | 1 074 | 3,77 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 1 934 | -2,47 | 240 | 0,84 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2 328 | -4,55 | 289 | -1,37 | ||||
| 2026-05-12 | 13F | Kmt Wealth Management, Llc | 8 383 | 28,14 | 1 042 | 32,57 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 295 641 | 12,88 | 38 655 | 22,81 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 38 638 | -0,42 | 4 803 | 3,00 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 2 417 | 15,48 | 300 | 19,52 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 3 321 | -0,51 | 413 | 2,74 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Sun Financial Inc | 2 013 | 0,05 | 274 | 13,69 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 2 283 | 0,04 | 284 | 3,28 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 462 245 | -4,28 | 57 462 | -0,99 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 4 605 | -18,12 | 1 | |||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 12 615 | -14,38 | 1 568 | -11,41 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 23 935 | 2 975 | ||||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 46 787 | -1,08 | 5 816 | 2,32 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 2 840 | 353 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 17 711 | 0,00 | 2 202 | 3,43 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 15 770 | 1,90 | 1 950 | 5,35 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 254 679 | 2,87 | 35 174 | 8,93 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 68 287 | 4,41 | 8 489 | 8,00 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 17 321 | 0,02 | 2 153 | 3,46 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 49 017 | 0,01 | 6 093 | 3,45 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 5 781 | 0,00 | 719 | 3,46 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 3 179 | 1,11 | 395 | 4,77 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 129 831 | 0,32 | 16 139 | 3,77 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 11 752 | 0,00 | 1 461 | 3,40 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 1 954 | 0,00 | 243 | 3,42 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 3 160 | 0,03 | 393 | 3,43 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 16 900 | -5,31 | 2 101 | -2,05 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 7 727 | -2,36 | 961 | 0,95 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 2 898 | -8,52 | 360 | -5,26 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 99 452 | -2,51 | 12 363 | 0,84 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 17 339 | 101,15 | 2 155 | 108,21 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | Put | 3 000 | 373 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 7 150 | 0,00 | 1 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 99 836 | -0,80 | 12 411 | 2,61 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 9 201 | 1,84 | 1 144 | 5,35 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 2 058 | -6,11 | 256 | -3,04 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 107 312 | 102,00 | 13 343 | 108,89 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 11 466 | -6,85 | 1 425 | -3,65 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 33 152 | 18,30 | 4 121 | 22,39 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 9 289 | -0,72 | 1 155 | 2,67 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 5 600 | 8,74 | 696 | 12,62 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 26 598 | 2,14 | 3 306 | 5,66 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4 860 873 | -0,78 | 604 255 | 2,63 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 86 765 | 2,10 | 10 786 | 5,60 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 5 905 | 0,07 | 734 | 3,53 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 84 323 | -0,34 | 10 482 | 3,09 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 9 931 | 23,49 | 1 235 | 27,74 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 48 060 | 29,85 | 5 974 | 34,31 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 9 186 | -6,12 | 1 104 | -5,08 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 156 719 | 2,40 | 19 482 | 5,92 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 22 555 | -0,04 | 2 804 | 3,43 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 5 263 528 | -15,60 | 654 309 | -12,70 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 16 112 | -5,64 | 2 185 | -0,14 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 5 199 | -71,32 | 646 | -70,34 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 7 863 | 0,00 | 977 | 3,50 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 24 184 | -13,47 | 3 006 | -10,48 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 3 305 | 0,00 | 411 | 3,27 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 33 132 | -1,59 | 4 119 | 1,78 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1 470 | -2,65 | 183 | 0,55 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2 110 941 | -5,23 | 260 492 | -2,80 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 25 264 | -3,08 | 3 141 | 0,26 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 1 640 | 204 | ||||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 2 119 | -1,21 | 263 | 2,33 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 57 543 | 6,93 | 7 162 | 10,73 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 4 289 | 138,81 | 533 | 147,91 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 121 430 | 0,19 | 15 095 | 3,62 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 8 572 | -35,90 | 1 066 | -33,73 | ||||
| 2026-04-06 | 13F | CX Institutional | 83 334 | 21,23 | 10 | 25,00 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 10 651 | -0,21 | 1 324 | 3,28 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 9 124 | -0,46 | 1 134 | 3,00 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 8 345 | -3,04 | 1 037 | 0,29 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 11 367 | 10,15 | 1 413 | 13,87 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 17 657 | 14,47 | 2 195 | 18,40 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 35 899 | -14,80 | 4 463 | -11,87 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 20 385 | -0,05 | 2 534 | 3,39 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 496 | 0,00 | 62 | 3,39 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 3 047 | 1,60 | 379 | 5,00 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 4 679 | 0,09 | 582 | 3,57 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2 012 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5 548 | 217,21 | 736 | 228,57 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 122 300 | -2,16 | 15 203 | 1,20 | ||||
| 2026-05-11 | 13F | Starr Indemnity & Liability Co | 320 950 | 0,00 | 39 897 | 3,44 | ||||
| 2026-05-11 | 13F | C V Starr & Co Inc | 200 458 | 0,00 | 24 919 | 3,43 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 19 864 667 | 22,16 | 2 420 264 | 23,85 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 6 019 | 8,90 | 748 | 12,65 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 112 811 | -5,19 | 14 023 | -1,93 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 6 464 078 | 5,38 | 803 550 | 9,00 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 4 128 | -1,31 | 496 | -0,20 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 4 408 | -34,75 | 548 | -32,43 | ||||
| 2026-04-21 | 13F | Corecam AG | 39 850 | -15,50 | 4 953 | -12,63 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 112 039 | -2,07 | 13 465 | -0,96 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Bailard, Inc. | 121 389 | -0,17 | 15 090 | 3,26 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 133 423 | 2,68 | 16 586 | 6,21 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 856 289 | -0,45 | 106 444 | 2,97 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 4 790 | 4,18 | 595 | 7,79 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 15 306 | -3,17 | 1 903 | 0,16 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 365 320 | 65,19 | 45 413 | 69,08 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 375 | 0,00 | 47 | 2,22 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1 840 | 0,00 | 221 | 1,38 | ||||
| 2026-05-07 | 13F | Wealthquest Corp | 25 787 | 0,00 | 3 099 | 0,00 | ||||
| 2026-04-08 | 13F | Exchange Bank | 5 939 | 6,85 | 738 | 10,64 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 20 818 | 4,25 | 2 588 | 7,84 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 4 294 | 0,00 | 534 | 3,29 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 4 336 | -4,77 | 539 | -8,49 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 25 843 | -1,16 | 3 212 | 2,23 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 58 477 | 780,28 | 7 269 | 810,90 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 11 164 | -5,29 | 1 342 | -4,21 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 74 139 | -0,47 | 9 216 | 2,96 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 1 825 | -4,15 | 227 | -0,88 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 7 846 | 975 | ||||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 820 | 102 | ||||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 1 755 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 13 450 | -0,49 | 1 672 | 2,96 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 1 346 | 0,00 | 167 | 3,73 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 2 162 | -3,83 | 260 | -3,00 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 1 778 | 3,01 | 221 | 6,76 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 16 835 | 2,23 | 2 | 100,00 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 43 627 | 0,23 | 5 423 | 3,69 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 11 316 | 1 407 | ||||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 23 513 | 0,53 | 2 921 | 145 900,00 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 174 039 | 0,00 | 21 635 | 3,43 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 2 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Alerus Financial Na | 3 791 | -0,39 | 471 | 3,06 | ||||
| 2026-05-14 | 13F | Aristides Capital LLC | 72 428 | 15,48 | 9 004 | 19,45 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 33 884 | -0,36 | 4 212 | 3,08 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 15 010 | 1,47 | 1 866 | 4,95 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 1 620 | 201 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 543 | 30,75 | 316 | 35,62 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 36 157 | -2,66 | 4 495 | 0,67 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 188 708 | -2,63 | 23 458 | 0,72 | ||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 70 338 | -3,86 | 8 744 | -0,56 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 36 656 | 7,73 | 4 557 | 11,42 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 10 002 | -6,36 | 1 243 | -3,12 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 14 677 | -19,71 | 1 824 | -16,98 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 4 229 | 0,00 | 526 | 3,35 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 76 069 | -5,19 | 9 456 | -1,93 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 46 968 | 4,39 | 5 839 | 7,97 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 3 833 | 0,18 | 476 | 3,70 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 51 472 | -8,18 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 6 308 | -2,11 | 784 | 1,29 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 1 557 | -0,51 | 211 | 3,45 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 136 000 | 1,49 | 16 906 | 4,98 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 2 881 | 358 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 3 967 | 493 | ||||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 5 756 | 0,03 | 715 | 3,47 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 5 443 | 0,02 | 677 | 3,36 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 533 | 0,00 | 73 | 5,88 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 586 898 | 2,31 | 197 330 | 5,81 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1 886 | -5,70 | 234 | -2,50 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 105 | 0,00 | 13 | 8,33 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 73 254 | 6,15 | 8 804 | 7,35 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 41 307 | -36,03 | 5 135 | -33,83 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 3 992 | -5,65 | 496 | -2,36 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 15 248 | 0,01 | 1 895 | 3,44 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 745 654 | 63,38 | 209 791 | 65,37 | ||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 15 166 | 1 885 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 73 975 | 1 187,87 | 9 193 | 1 232,32 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 107 362 | -3,17 | 13 346 | 0,17 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2 243 | -1,23 | 279 | 2,21 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 78 855 | 23,02 | 9 802 | 27,25 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 403 770 | 4,51 | 50 193 | 8,10 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 33 829 | 1,71 | 4 205 | 5,20 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 8 390 | 0,00 | 1 043 | 3,37 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 3 142 | -7,91 | 391 | -4,88 | ||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 251 474 | 2,85 | 31 261 | 6,38 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1 685 | 0,00 | 209 | 3,47 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 251 | -32,53 | 31 | -29,55 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 935 | 116 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 1 702 | 0,00 | 212 | 3,43 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 18 991 | 0,00 | 2 361 | 3,42 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 18 403 | 310,51 | 2 288 | 325,09 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 6 997 | -36,03 | 870 | -33,87 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 8 122 | 5,71 | 1 | |||||
| 2026-04-15 | 13F | NorthAvenue LLC | 545 | 0,00 | 68 | 3,08 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 1 879 | -39,70 | 234 | -37,70 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 11 280 | 0,43 | 1 402 | 3,93 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 93 511 | -4,94 | 11 729 | -2,99 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 559 | 16,22 | 0 | |||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2 847 | 1 205,96 | 354 | 51,50 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 28 240 | 10,61 | 3 510 | 15,38 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 7 513 | 2,72 | 903 | 3,80 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 3 041 | -4,76 | 378 | -1,57 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1 967 | -7,30 | 245 | -4,31 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 157 733 | -43,65 | 19 608 | -41,71 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 271 139 | -0,70 | 33 705 | 2,71 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 47 513 | -6,02 | 5 906 | -2,78 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 7 116 | -1,60 | 885 | 1,73 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 40 590 | -1,26 | 5 046 | 2,13 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 852 360 | 2,11 | 106 | 5,00 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 3 945 | 0,10 | 490 | 3,59 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2 121 252 | -4,16 | 239 293 | -1,82 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 6 298 | 0,00 | 783 | 3,44 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 4 389 | -0,43 | 546 | 3,02 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 48 059 | 322,72 | 5 974 | 337,34 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 90 858 | 64,24 | 11 293 | 69,88 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 62 541 | 1,80 | 7 774 | 5,31 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 255 443 | 2,21 | 34 584 | 6,35 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 13 596 | 100,09 | 1 690 | 107,11 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 5 455 | -2,85 | 678 | 0,59 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 8 511 | 12,27 | 1 058 | 16,14 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 191 168 | 96,70 | 23 764 | 103,46 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 975 | 0,00 | 121 | 3,42 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 42 064 | -1,06 | 5 229 | 2,35 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 23 236 | 0,18 | 2 888 | 3,62 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 7 375 | 12,15 | 917 | 15,95 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 1 719 | 0,00 | 214 | 3,40 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 43 805 | 2,53 | 5 445 | 6,06 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 1 310 877 | 24,54 | 162 955 | 28,82 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 10 482 | 0,00 | 1 303 | 3,49 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 2 904 | 0,00 | 361 | 3,15 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 5 344 | -8,54 | 664 | -5,41 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 5 331 | -7,93 | 663 | -4,75 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1 897 | -0,37 | 236 | 3,07 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 4 581 | 6,04 | 569 | 10,92 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 1 797 | 3,51 | 223 | 7,21 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 59 238 | 2,79 | 7 | 16,67 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 18 506 | -0,15 | 2 300 | 3,28 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 240 841 | 22,02 | 29 939 | 27,64 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5 967 | 14,22 | 742 | 18,18 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 49 815 | -14,62 | 6 193 | -11,68 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 66 693 | 0,53 | 8 291 | 3,99 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 337 | -11,78 | 42 | -8,89 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 14 064 | 0,91 | 1 748 | 4,42 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 969 682 | -3,05 | 244 851 | 0,28 | ||||
| 2026-05-15 | 13F | Nepc Llc | 33 803 | 0,12 | 4 202 | 3,57 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 418 893 | 2,01 | 52 073 | 5,52 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 2 839 | 353 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1 213 599 | 2,62 | 150 862 | 6,15 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Agf Management Ltd | 20 025 | -0,87 | 2 489 | 2,55 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 1 626 | 0,00 | 202 | -1,94 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2 475 | -7,27 | 308 | -4,06 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2 787 | -12,77 | 335 | -11,87 | ||||
| 2026-05-14 | 13F | Paragon Capital Management LLC | 2 535 | 0,04 | 315 | 3,62 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11 981 | 149,81 | 1 489 | 158,51 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 38 807 | -2,90 | 4 824 | 0,44 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 113 198 | -1,09 | 14 072 | 2,30 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 74 557 | 3,89 | 9 268 | 7,47 | ||||
| 2026-04-14 | 13F | Legacy Trust | 77 379 | 1,38 | 9 619 | 4,86 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 323 477 | 14,85 | 40 211 | 18,80 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1 015 | -30,86 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 11 637 | -0,58 | 1 447 | 2,84 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 19 517 | -8,05 | 2 426 | -4,86 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 16 150 | -37,84 | 2 008 | -35,71 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 44 317 | 0,19 | 5 509 | 3,65 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 2 239 | 8,74 | 278 | 2,58 | ||||
| 2026-05-14 | 13F | Signet Investment Advisory Group, Inc. | 2 507 | -4,50 | 312 | -1,27 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 5 699 | 0,00 | 745 | 8,92 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 41 774 | -11,14 | 5 193 | -8,09 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 82 730 | -2,63 | 10 284 | 0,72 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 37 382 | 2,52 | 4 647 | 6,05 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 725 | -14,61 | 90 | -11,76 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 1 609 | -0,92 | 202 | -1,94 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 2 162 | -3,14 | 269 | 0,00 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 67 181 | 1,41 | 8 351 | 4,90 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 18 527 | -4,01 | 2 303 | -0,69 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 2 728 | 0,55 | 339 | 3,99 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 57 558 | 94,00 | 7 155 | 100,67 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 3 303 | -1,61 | 411 | 1,74 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 90 685 | 5,60 | 11 237 | 8,89 | ||||
| 2026-01-23 | 13F | Founders Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 47 852 | 0,14 | 5 948 | 3,59 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 217 | -10,33 | 27 | -6,90 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 13 733 | -24,37 | 1 707 | -21,84 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 3 482 | -0,71 | 433 | 2,61 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 304 002 | 12,47 | 37 791 | 16,33 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 124 228 | 23,40 | 15 443 | 27,64 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 3 622 | -5,53 | 450 | -2,17 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 22 514 | 6,98 | 2 721 | 7,59 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 9 673 | -55,23 | 1 203 | -53,89 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5 300 | 6,88 | 659 | 10,59 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 5 528 | 87,45 | 687 | 94,07 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 48 | 0,00 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 36 753 | -46,38 | 4 569 | -44,55 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 55 073 | -50,14 | 6 846 | -48,42 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 60 787 | -1,62 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 2 973 | -3,66 | 370 | -0,27 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 160 901 | -1,11 | 20 002 | 2,29 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 1 708 | 0,00 | 212 | 3,41 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41 016 | -3,46 | 5 099 | -0,16 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 29 342 | -8,21 | 3 648 | -5,05 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 160 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 74 719 | 24,32 | 9 288 | 28,59 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 2 365 | 0,55 | 294 | 3,90 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 6 108 | 1,88 | 759 | 5,42 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 45 401 | -0,96 | 5 456 | 0,17 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 14 203 | -0,94 | 1 766 | 2,44 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 49 400 | 12,96 | 6 141 | 16,84 | ||||
| 2026-04-22 | 13F | Vicus Capital | 136 206 | -19,29 | 16 932 | -16,51 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 233 584 | 1,84 | 29 037 | 4,36 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 162 669 | 13,99 | 20 221 | 17,91 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 6 199 | -45,43 | 771 | -43,63 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 26 648 | 41,99 | 3 313 | 46,87 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 2 647 | -7,74 | 329 | -4,36 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 114 077 | -9,65 | 14 | -6,67 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 172 | 0,00 | 21 | 5,00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1 773 | -23,35 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 11 497 | -1,34 | 1 429 | -4,29 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1 678 | 0,06 | 209 | 3,48 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 25 161 | -2,53 | 3 128 | 0,81 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 7 265 | -50,00 | 903 | -50,17 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 899 | -31,84 | 112 | -29,75 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 14 380 | -44,65 | 1 788 | -42,76 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 41 574 | 6,84 | 5 168 | 10,52 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 224 | 0,00 | 28 | 3,85 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 1 869 | 1,85 | 232 | 5,45 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 51 804 | 2,27 | 6 440 | 5,78 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 2 129 | 0,00 | 265 | 3,53 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 310 418 | -2,36 | 38 588 | 1,00 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 3 427 | 0,00 | 426 | 3,65 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 11 619 | 0,55 | 1 444 | 4,03 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 5 532 | 16,83 | 688 | 20,74 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 14 320 | -5,17 | 1 497 | -17,48 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 10 926 | 9,44 | 1 358 | 13,26 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 7 183 | -51,75 | 893 | -50,14 | ||||
| 2026-05-08 | 13F | Dale Q Rice Investment Management Ltd | 4 366 | 5,26 | 543 | 8,84 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8 083 | -0,26 | 1 005 | 3,19 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 22 701 | 3,81 | 2 822 | 7,34 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 64 316 | -32,63 | 7 995 | -30,31 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 107 198 | 14,36 | 13 326 | 18,29 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 16 442 | -35,90 | 2 044 | -33,71 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 3 333 | -0,89 | 414 | 2,48 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 514 | 0,00 | 64 | 3,28 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 763 | 18 975,00 | 95 | |||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 1 242 | 154 | ||||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2 299 | 286 | ||||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 785 | -97,19 | 4 | 0,00 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 25 063 | 2,76 | 3 116 | 6,28 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 2 410 | -3,41 | 300 | 0,00 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 7 206 | -15,44 | 896 | -12,60 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 82 164 | -0,46 | 10 214 | 2,95 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 11 973 | -13,01 | 1 488 | -10,04 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 249 | -28,65 | 31 | -26,83 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 61 295 | 41,43 | 7 620 | 46,29 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 10 546 | 0,00 | 1 311 | 3,39 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 6 215 | 2,34 | 773 | 5,90 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 10 729 | 0,00 | 1 334 | 3,41 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 243 717 | 0,42 | 30 296 | 3,87 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 63 777 | -8,42 | 7 928 | -5,27 | ||||
| 2026-04-27 | 13F | Nationwide Fund Advisors | 2 684 005 | 27,58 | 333 649 | 31,96 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1 843 | 6,10 | 229 | 10,10 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 3 682 | -27,22 | 458 | -24,71 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3 103 300 | -9,96 | 372 955 | 91 086,80 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 37 687 | 3,74 | 4 685 | 7,31 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 543 | -24,06 | 68 | -21,18 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 8 089 | 19,29 | 1 006 | 23,46 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2 341 216 | 2,27 | 291 037 | 5,71 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 8 504 | 0,53 | 1 057 | 4,04 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 2 319 | 19,97 | 288 | 24,14 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 1 703 | -36,69 | 212 | -34,67 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 318 | 0,00 | 40 | 2,63 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 4 660 | 0,00 | 579 | 3,39 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 2 627 | 0,00 | 327 | 3,49 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 372 | 0,00 | 46 | 4,55 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 3 359 | -24,65 | 418 | -22,06 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 18 727 | 237,06 | 2 543 | 281,11 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 48 815 | -17,96 | 6 609 | -7,57 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 10 215 | -0,23 | 1 270 | 3,17 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 96 497 | -4,91 | 11 996 | -1,64 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10 271 | -14,64 | 1 277 | -11,76 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 211 859 | 27,45 | 26 336 | 31,83 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 38 476 | 2,88 | 4 783 | 6,41 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 208 | 144,71 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 531 582 | 1,05 | 66 081 | 4,53 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 173 598 | -0,79 | 21 580 | 2,62 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 3 493 | 95,25 | 434 | 101,86 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 27 678 | 1,14 | 3 441 | 4,62 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | FLC Capital Advisors | 10 283 | -5,55 | 1 278 | -2,29 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 14 214 | 15,22 | 1 767 | 19,16 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 22 580 | -34,06 | 2 807 | -31,81 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 4 677 | -13,96 | 581 | -11,03 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 11 780 | -5,01 | 1 464 | -1,74 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 2 006 | 0,30 | 249 | 3,75 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 10 442 | -0,11 | 1 298 | 3,26 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 162 820 | 6,61 | 20 240 | 10,28 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 58 881 | -5,40 | 7 319 | -2,15 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 5 105 | -32,87 | 635 | -30,56 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 5 958 | 13,31 | 741 | 17,27 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 8 871 | -0,22 | 1 103 | 3,18 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 755 | 0,00 | 91 | 1,12 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 82 009 | 0,71 | 10 194 | 4,17 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 183 | 23 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 9 520 | 3,38 | 1 183 | 6,96 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 2 761 | 0,00 | 343 | 3,63 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 20 506 | -0,89 | 2 549 | 2,53 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 5 658 | -0,25 | 703 | 3,23 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 16 374 | -10,64 | 2 275 | 3,27 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 6 315 | 0,00 | 785 | 3,56 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 4 090 | 44,22 | 508 | 49,41 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1 468 209 | -0,19 | 182 513 | 3,24 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 623 238 | 85,62 | 77 475 | 92,00 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 4 331 | -0,09 | 538 | 3,46 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 500 941 | 1,67 | 62 272 | 5,16 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 10 154 592 | 6,03 | 1 262 317 | 9,67 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 5 884 | 14,74 | 731 | 18,67 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 25 064 | 156,99 | 3 116 | 165,78 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 88 305 | 0,92 | 10 977 | 4,38 | ||||
| 2026-04-14 | 13F | Corecam Pte. Ltd. | 88 730 | -11,61 | 11 028 | -8,59 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 604 971 | 3,15 | 200 | 6,42 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 4 328 | -0,02 | 538 | 3,46 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 690 865 | 0,69 | 210 191 | 4,15 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 19 378 | 3,69 | 2 409 | -0,12 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2 662 | 0,00 | 331 | 3,45 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 20 634 | 5,68 | 2 565 | 9,29 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 5 157 | 0,00 | 641 | 3,55 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 2 182 | 18,01 | 271 | 22,07 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 322 311 | -3,49 | 40 067 | -0,18 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 32 467 | 4 492 | ||||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 24 129 | 0,00 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 856 543 | -3,44 | 106 477 | -0,12 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 300 957 | 4,02 | 37 412 | 7,60 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 062 178 | 13,08 | 132 039 | 16,96 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 184 | -63,27 | 23 | -63,33 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 15 144 | -0,39 | 1 883 | 3,01 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 11 941 | -0,15 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 9 555 | -8,52 | 1 188 | -5,42 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 51 605 | 3,08 | 6 415 | 6,63 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2 556 | 84,68 | 318 | 90,96 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 5 479 | 6,64 | 681 | 10,37 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 2 170 | -10,66 | 270 | -7,56 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 23 879 | 1,35 | 3 108 | 9,75 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 178 068 | 9,46 | 22 136 | 13,22 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1 541 | -5,46 | 185 | -4,15 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 5 947 | 9,22 | 715 | 10,36 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 2 616 | -21,91 | 325 | -19,15 | ||||
| 2026-05-11 | 13F | Commerce Bank | 233 862 | 255,34 | 29 071 | 267,57 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 18 056 | 2 245 | ||||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 4 711 | -14,05 | 586 | -11,09 | ||||
| 2026-05-11 | 13F | United Bank | 362 688 | -7,59 | 45 086 | -4,42 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 4 976 | -13,17 | 619 | -10,17 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 28 515 | -10,96 | 3 544 | -7,90 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 31 350 | -3,44 | 3 897 | -0,10 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 5 856 | -0,20 | 728 | 3,12 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 2 000 | 0,00 | 252 | 5,00 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 1 348 | 0,00 | 168 | 3,09 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 32 570 | 2,89 | 4 049 | 6,41 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 10 467 | -0,72 | 1 301 | 2,68 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 151 858 | -0,39 | 143 187 | 3,03 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 108 737 | 24,98 | 13 517 | 29,29 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 5 099 | 634 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 3 | 0 | ||||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 80 157 | 9,19 | 9 964 | 12,94 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 14 437 | -1,03 | 1 795 | 2,34 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 50 995 | 23,06 | 6 129 | 24,45 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 1 637 | 203 | ||||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 439 606 | 30,06 | 54 647 | 34,53 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11 951 | -0,16 | 1 486 | 3,27 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 2 292 | -6,72 | 311 | -1,27 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 3 528 | 0,17 | 439 | 3,55 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 5 934 | 100,27 | 738 | 107,02 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 5 231 | 0,40 | 650 | 3,83 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 129 139 | -1,44 | 16 053 | 1,95 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 13 045 | 10,60 | 1 622 | 14,40 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 104 | 0,00 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 19 459 | -1,22 | 2 419 | 2,15 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 12 125 | 2,58 | 1 507 | 6,13 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 56 587 | 7,68 | 7 034 | 11,39 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 22 968 | -15,49 | 2 855 | -12,58 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 43 007 | 15,37 | 5 346 | 19,33 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 18 286 | -5,57 | 2 273 | -2,32 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 7 133 | 12,01 | 887 | 15,82 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 546 598 | 1,13 | 68 | 4,69 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 36 679 | -0,13 | 4 560 | -2,27 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 22 838 | -0,53 | 2 839 | 2,86 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 29 246 | -1,78 | 3 636 | 1,59 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 47 972 | 2,22 | 5 963 | 5,73 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 1 613 | 201 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 935 | 12,38 | 112 | 14,29 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 407 957 | 0,42 | 50 713 | 3,87 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 8 713 | -3,57 | 1 083 | -0,18 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 3 552 | 0,00 | 442 | 3,52 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 21 728 | 4,16 | 2 701 | 5,63 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 8 269 | 10,61 | 1 028 | 14,37 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 47 325 | 18,59 | 5 883 | 22,66 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 31 502 | 4,72 | 3 916 | 8,33 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 153 949 | -2,94 | 19 137 | 0,40 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 3 316 | -28,70 | 412 | -26,16 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2 871 | 10,89 | 357 | 14,47 | ||||
| 2026-05-12 | 13F | Ames National Corp | 21 146 | 4,29 | 2 629 | 7,88 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 10 747 | -0,73 | 1 336 | 2,61 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 4 373 | 108,34 | 568 | 123,23 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 239 | 0,00 | 30 | 3,57 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 6 265 | -1,42 | 779 | 1,97 | ||||
| 2026-04-07 | 13F | St. Louis Financial Planners Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 244 385 | -2,15 | 30 380 | 1,21 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 5 061 | -0,78 | 608 | 0,33 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 85 615 | -2,70 | 10 643 | 0,64 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2 533 | 0,04 | 315 | 3,29 | ||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 3 770 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 62 804 | -1,68 | 7 807 | 1,71 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 6 296 | -1,32 | 761 | -0,65 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 3 724 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 99 | -33,56 | 12 | -29,41 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 15 | 2 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 160 | -0,55 | 269 | 2,68 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 63 123 | 2,71 | 7 847 | 6,24 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 67 078 | -52,57 | 8 338 | -50,94 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 1 850 | 230 | ||||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 76 581 | 0,00 | 9 203 | 0,00 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 11 993 | 0,00 | 1 491 | 3,40 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2 607 | 44,35 | 324 | 50,00 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 15 385 | -2,45 | 1 913 | 0,90 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 37 567 | -2,49 | 4 670 | 0,86 | ||||
| 2026-05-07 | 13F | First National Trust Co | 318 505 | -5,37 | 39 593 | -2,11 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1 207 467 | -10,78 | 150 100 | -7,72 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 16 843 | -1,69 | 2 024 | -0,54 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 655 | -1,36 | 89 | 3,53 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 4 282 | 0,30 | 532 | 3,70 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 5 700 | 0,00 | 709 | 3,36 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 252 | 0,00 | 31 | 3,33 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 7 088 | 881 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 2 787 | -7,59 | 346 | -4,42 | ||||
| 2026-05-04 | 13F | Maryland State Retirement & Pension System | 9 330 | 1,23 | 1 160 | 4,70 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 34 010 | 5,30 | 4 228 | 8,92 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 14 723 605 | -1,57 | 1 830 291 | 1,81 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 1 956 | 0,00 | 243 | -4,71 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 91 775 | 0,44 | 11 409 | 3,90 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 7 874 | -0,23 | 1 038 | -0,29 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 832 | -4,91 | 103 | -1,90 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 337 284 | 8,17 | 41 928 | 11,89 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 4 106 | 0,00 | 510 | 3,45 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 416 | 0,00 | 52 | 4,08 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 1 207 | -7,79 | 150 | -4,46 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 10 296 | -0,12 | 1 277 | 3,07 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 46 047 | -72,52 | 5 724 | -71,58 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 4 555 | 0,00 | 566 | 3,47 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 1 940 | 11,43 | 241 | 15,31 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 24 963 | -3,20 | 3 103 | 0,13 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 2 636 | 328 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 15 518 | -5,84 | 1 929 | -2,63 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 15 059 | -0,46 | 1 872 | 2,92 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1 834 | 0,88 | 228 | 4,13 | ||||
| 2026-05-15 | 13F | EFG International AG | 180 846 | -1,60 | 22 481 | 1,78 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1 924 | 0,94 | 239 | 4,37 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 2 380 | -2,54 | 296 | 0,68 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 3 966 | 113,57 | 493 | 121,08 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 7 382 | 0,00 | 918 | 3,38 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 13 330 | 18,64 | 1 657 | 22,74 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 30 023 | 25,45 | 3 732 | 29,76 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 1 099 | -68,04 | 137 | -67,07 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 8 026 | -7,01 | 998 | -3,86 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 9 684 | -16,24 | 1 204 | -13,39 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 6 903 | -0,30 | 858 | 3,13 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3 363 | 0,30 | 418 | 5,03 | ||||
| 2026-05-15 | 13F | Family Management Corp | 2 753 | 0,00 | 342 | 3,64 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 441 | 0,00 | 55 | 0,00 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 568 | 71 | ||||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 21 796 | -0,11 | 2 709 | 3,32 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 2 263 | -1,82 | 281 | 1,44 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 290 | 0,00 | 36 | 5,88 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 20 363 | 4,30 | 2 531 | 9,09 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 2 564 | -31,63 | 319 | -29,33 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 9 487 | -11,86 | 1 179 | -8,82 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 8 592 | -11,49 | 1 068 | -8,40 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 14 680 | 0,93 | 1 825 | 4,35 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 2 148 | 0,00 | 267 | 3,49 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 69 695 | -2,71 | 8 664 | 0,63 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1 818 014 | 6,88 | 225 997 | 10,55 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2 813 | -1,95 | 350 | 1,45 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 20 088 | 5,77 | 2 497 | 9,42 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 5 394 | 0,00 | 671 | 3,40 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 191 861 | 12,86 | 23 850 | 16,75 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 14 077 | -0,35 | 1 750 | 3,06 | ||||
| 2026-05-06 | 13F | CNB Bank | 5 549 | -0,45 | 690 | 2,99 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 90 248 | -1,83 | 11 219 | 1,56 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 5 417 | -17,37 | 673 | -14,49 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3 041 | -6,03 | 365 | -4,95 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 2 876 | 0,00 | 358 | 3,48 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 5 550 | 0,00 | 690 | 3,45 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 10 905 | 25,85 | 1 356 | 29,05 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 35 042 | 4,26 | 4 356 | 7,85 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 23 541 | -9,07 | 2 926 | -5,95 | ||||
| 2026-05-04 | 13F | Teachers Retirement System Of The State Of Kentucky | 11 553 | 0,00 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 92 144 | 64,51 | 11 | 83,33 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 118 021 | 0,22 | 14 671 | 3,67 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 7 024 | -0,06 | 873 | 3,44 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 136 144 | 319,41 | 16 924 | 333,84 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Capital Planning LLC | 36 106 | 14,95 | 4 488 | 17,73 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 13 175 | 16,77 | 1 638 | 20,72 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 19 210 | -1,53 | 2 388 | 1,83 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 6 786 | -20,65 | 844 | -17,03 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 2 730 | 0,70 | 339 | 4,31 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 6 502 | -15,53 | 808 | -11,89 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 7 779 | 967 | ||||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 53 | -91,91 | 7 | -92,31 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 1 279 | 31 875,00 | 159 | |||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 395 312 | -0,60 | 49 141 | 2,82 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4 666 | 0,00 | 607 | 2,02 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 122 880 | 1,70 | 15 275 | 5,20 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 3 500 | -4,66 | 435 | -1,36 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 13 032 | -1,16 | 1 620 | 2,27 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 275 741 | -0,51 | 34 277 | 2,91 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 13 015 | -2,86 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 1 943 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 3 000 | 0,00 | 373 | 3,33 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 101 538 | -36,00 | 12 622 | -33,80 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 20 450 | 0,00 | 2 542 | 3,46 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 16 906 | -1,35 | 2 102 | 2,04 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7 720 457 | -1,29 | 959 730 | 2,10 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 27 430 | -20,20 | 3 410 | -17,46 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 62 | 8 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 293 099 | 0,12 | 36 435 | 3,56 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 19 896 | -23,50 | 2 473 | -20,86 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 140 | 0,00 | 17 | 6,25 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 4 011 360 | 0,03 | 498 652 | 3,47 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 10 354 | 3,46 | 1 287 | 7,07 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 74 728 | 38,71 | 9 289 | 43,48 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 3 669 | -2,50 | 456 | 0,88 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 690 | 0,00 | 86 | 3,66 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 5 625 | 0,16 | 699 | 3,71 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 1 848 | -4,30 | 230 | -1,29 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 49 338 | 9,35 | 6 222 | 13,60 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 4 580 | 58,04 | 569 | 63,51 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 69 430 | 3,38 | 8 631 | 6,93 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 1 623 | 90,72 | 202 | 97,06 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 3 921 | 129,43 | 486 | 135,44 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 3 102 | 0,00 | 386 | 3,49 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 97 614 | 129,87 | 12 134 | 137,78 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 685 | 85 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 200 793 | -1,25 | 24 961 | 2,14 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 2 414 | 316 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 16 507 | 0,14 | 2 052 | 3,53 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 84 332 | 10 193 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 10 464 | 4,26 | 1 301 | 7,79 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 13 540 | 0,81 | 1 627 | 1,94 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 20 142 | -0,74 | 2 504 | 2,67 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5 205 | 89,14 | 647 | 91,99 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 5 128 | -2,64 | 637 | 0,79 |
Other Listings
| US:IJR | 134,42 USD |
