Podstawowe statystyki
| Właściciele instytucjonalni | 2240 total, 2237 long only, 1 short only, 2 long/short - change of 4,66% MRQ |
| Średnia alokacja portfela | 1.0209 % - change of -13,19% MRQ |
| Akcje instytucjonalne (długie) | 1 557 670 656 (ex 13D/G) - change of 67,91MM shares 4,56% MRQ |
| Wartość instytucjonalna (długa) | $ 101 605 781 USD ($1000) |
Własność instytucjonalna i akcjonariusze
iShares, Inc. - iShares Core MSCI Emerging Markets ETF (GB:0JLK) posiada 2240 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 1,557,720,831 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, Morgan Stanley, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Creative Planning, LPL Financial LLC, BlackRock, Inc., Jpmorgan Chase & Co, Wealthfront Advisers Llc, and Tiaa Trust, National Association .
iShares, Inc. - iShares Core MSCI Emerging Markets ETF (LSE:0JLK) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-10 | 13F | Ellevest, Inc. | 37 205 | 8,40 | 2 501 | 10,52 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 2 861 | 0,14 | 192 | 2,13 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 963 | 65 | ||||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 36 695 | -1,96 | 2 | 0,00 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 19 | 0,00 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 473 410 | -4,16 | 31 823 | -2,28 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 7 662 | -0,88 | 515 | 1,18 | ||||
| 2025-11-07 | 13F | VeraBank, N.A. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 440 559 | 22,58 | 29 614 | 25,00 | ||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 3 129 | 210 | ||||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 183 627 | -25,47 | 12 343 | -24,00 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 4 714 | -1,50 | 317 | 0,32 | ||||
| 2026-01-13 | 13F | Argentarii, LLC | 12 200 | 820 | ||||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 99 348 | 85,63 | 6 678 | 89,34 | ||||
| 2026-01-12 | 13F | ONE Advisory Partners, LLC | 33 226 | 14,77 | 2 233 | 16,79 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 35 457 | 2 383 | ||||||
| 2026-02-10 | 13F | Regency Capital Management Inc.\DE | 3 000 | 202 | ||||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 24 418 | 1 641 | ||||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 48 789 | 6,52 | 3 280 | 8,61 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 849 | 0,00 | 57 | 3,64 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 10 435 | 760 | ||||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 29 298 | 6,34 | 1 969 | 8,43 | ||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 38 482 | 2 587 | ||||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 204 702 | 12,59 | 13 760 | 14,82 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 6 624 | 53,87 | 445 | 57,24 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 4 251 | -37,81 | 286 | -36,67 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 13 585 | 13 622,22 | 913 | 15 116,67 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 236 519 | -76,20 | 15 899 | -75,73 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 85 039 | 0,12 | 5 716 | 2,11 | ||||
| 2026-01-21 | 13F | Mayport, Llc | 10 150 | -7,49 | 682 | -5,67 | ||||
| 2026-01-12 | 13F | Spinnaker Investment Group, LLC | 8 826 | 44,81 | 593 | 47,88 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 133 | 9 | ||||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 294 989 | 2,62 | 20 | 5,56 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 4 515 | -34,23 | 303 | -32,96 | ||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 205 221 | 13 795 | ||||||
| 2026-01-15 | 13F | Presidio Capital Management, LLC | 3 783 | 254 | ||||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 10 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 18 552 | -0,18 | 1 247 | 1,80 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 4 367 | 3,75 | 294 | 5,78 | ||||
| 2026-01-16 | 13F | Verus Wealth Management, Llc | 35 165 | -2,77 | 2 364 | -0,88 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 137 682 | 1,89 | 9 264 | 4,01 | ||||
| 2025-10-15 | 13F | Pure Portfolios Holdings Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 56 | 4 | ||||||
| 2026-01-12 | 13F | Kopp Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 5 412 | 0,00 | 358 | 0,28 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 121 613 | -14,09 | 8 175 | -12,40 | ||||
| 2026-01-23 | 13F | Clarity Wealth Advisors, LLC | 5 293 | 0,00 | 356 | 2,01 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 73 | 5 | ||||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 1 151 | 0,00 | 77 | 2,67 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 13 755 377 | 3,50 | 924 636 | 5,54 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 76 703 320 | 33,42 | 5 155 997 | 36,06 | ||||
| 2026-01-14 | 13F | Verum Partners LLC | 11 706 | -5,67 | 787 | -3,91 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 82 246 | 0,06 | 5 529 | 2,03 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 198 373 | 13 335 | ||||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 41 857 | 1,22 | 2 814 | 3,19 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 18 444 | -17,90 | 1 240 | -16,28 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 4 509 | 0,16 | 303 | 2,36 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Advantage Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 13 867 | -1,72 | 914 | 7,91 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 31 912 | 2 145 | ||||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 2 930 230 | -1,07 | 196 970 | 0,88 | ||||
| 2025-11-17 | 13F | Harvest Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 9 226 | -0,04 | 620 | 1,97 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 275 | 0,00 | 18 | 0,00 | ||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 102 000 | 19,61 | 6 856 | 21,97 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 228 349 | 0,27 | 16 432 | 6,05 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 116 610 | 16,30 | 7 839 | 18,60 | ||||
| 2026-01-21 | 13F | Hudson Capital Management LLC | 126 802 | -0,44 | 8 524 | 1,52 | ||||
| 2026-01-28 | 13F | VAUGHAN & Co SECURITIES, INC. | 220 198 | 0,67 | 14 802 | 2,65 | ||||
| 2026-01-21 | 13F | MBA Advisors LLC | 7 353 | -0,04 | 494 | 2,07 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 35 305 | 16,74 | 2 373 | 19,07 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 14 016 | -39,05 | 942 | -37,82 | ||||
| 2026-01-27 | 13F | Highview Capital Management LLC/DE/ | 8 361 | -4,55 | 562 | -2,60 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 284 317 | -4,63 | 19 220 | -2,23 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 13 596 | 116,12 | 914 | 120,53 | ||||
| 2026-01-26 | 13F | BlueSky Wealth Advisors, LLC | 28 449 | -1,84 | 1 912 | 0,10 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 216 | 620,00 | 0 | |||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 155 737 | 1,94 | 10 469 | 3,95 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 50 182 | 27,78 | 3 382 | 31,05 | ||||
| 2026-01-28 | 13F | Arkansas Financial Group, Inc. | 8 239 | 2,83 | 554 | 4,73 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 192 688 | -12,67 | 12 952 | -10,95 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 104 | 0,00 | 7 | 0,00 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 21 133 | -22,07 | 1 421 | -20,54 | ||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 18 956 | 11,98 | 1 274 | 14,26 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 8 331 | 99,02 | 560 | 101,44 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 1 017 606 | 57,42 | 68 403 | 59,61 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 134 917 | 5,38 | 9 069 | 7,47 | ||||
| 2026-02-12 | 13F | Keystone Financial Services | 258 360 | 12,71 | 17 367 | 14,93 | ||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 6 657 | 448 | ||||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 575 | -17,86 | 39 | -17,39 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 12 264 | -1,06 | 824 | 0,86 | ||||
| 2026-02-09 | 13F | Parkside Investments, LLC | 695 002 | 6,73 | 46 718 | 8,83 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 15 799 | 2,07 | 1 062 | 4,12 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 976 | 66 | ||||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 93 449 | -0,88 | 6 282 | 1,08 | ||||
| 2026-02-17 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Regions Financial Corp | 987 507 | 5,86 | 66 380 | 7,94 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 160 | 11 | ||||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 12 804 813 | 12,16 | 860 740 | 14,37 | ||||
| 2025-11-14 | 13F | SummitTX Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 90 144 | 87,16 | 6 059 | 90,89 | ||||
| 2026-01-14 | 13F | Eastern Bank | 17 387 | 184,05 | 1 169 | 189,83 | ||||
| 2026-02-06 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7 756 | 6,25 | 521 | 8,32 | ||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 8 709 | 137,04 | 585 | 141,74 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 62 | 4 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 203 926 | 4,92 | 13 687 | 6,81 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 6 906 | 0,00 | 464 | 1,98 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 6 279 | -1,81 | 422 | 0,24 | ||||
| 2026-01-23 | 13F | Watershed Private Wealth Llc | 18 010 | -2,82 | 1 211 | -0,90 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 670 474 | -3,67 | 45 069 | -1,77 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 8 685 | -2,24 | 584 | -0,34 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 25 993 | 12,60 | 1 747 | 14,86 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 284 235 | 37,81 | 19 106 | 40,53 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 2 163 | -16,07 | 145 | -14,20 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 281 328 | -1,19 | 18 911 | 0,75 | ||||
| 2026-02-17 | 13F | Inherent Management Corp. | 415 605 | 0,00 | 27 937 | 1,97 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 280 793 | 0,93 | 18 875 | -0,33 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 242 981 | 7,74 | 16 018 | 18,31 | ||||
| 2026-01-14 | 13F | EdgeRock Capital LLC | 4 728 | 8,34 | 318 | 10,45 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 91 053 | 1,68 | 5 982 | 11,81 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 1 281 618 | 29,37 | 86 | 32,31 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 3 769 | -14,22 | 253 | -12,46 | ||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 89 783 | 6 035 | ||||||
| 2026-02-06 | 13F | Addison Advisors LLC | 148 | -75,13 | 10 | -76,92 | ||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 18 030 | 12,71 | 1 212 | 14,90 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 572 | -21,21 | 38 | -19,15 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 17 008 | 0,00 | 1 143 | 1,96 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1 306 189 | 18,68 | 88 | 20,83 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 497 | -13,11 | 33 | -10,81 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 483 | 32 | ||||||
| 2026-02-04 | 13F | Midwest Trust Co | 277 659 | -6,51 | 18 664 | -4,67 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 4 779 | 343 | ||||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 106 801 | -1,65 | 7 179 | 0,29 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1 356 146 | 12,57 | 91 160 | 14,79 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 347 229 | 37,13 | 23 341 | 39,84 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 37 196 | -84,61 | 2 500 | -84,31 | ||||
| 2026-01-26 | 13F | Old Point Trust & Financial Services N A | 749 | 0,00 | 50 | 2,04 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 60 077 | 1,61 | 3 960 | 11,58 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 46 988 | -3,74 | 3 159 | -1,83 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 39 550 | 7,15 | 2 659 | 9,25 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 622 239 | -0,52 | 41 827 | 1,45 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 64 193 | 3,22 | 4 315 | 5,27 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 9 479 476 | 0,32 | 637 209 | 2,29 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 225 292 | -50,98 | 15 144 | -45,11 | ||||
| 2026-01-14 | 13F | Generali Investments CEE, investicni spolecnost, a.s. | 137 900 | 0,00 | 9 270 | 1,97 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 49 262 | -1,46 | 3 311 | 0,49 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 4 212 | 0,17 | 283 | 2,17 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 312 040 | 11,83 | 20 975 | 14,03 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 189 372 | 21,36 | 12 730 | 23,75 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 11 085 | -8,84 | 745 | -6,99 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 68 499 | 3,89 | 4 605 | 5,94 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 1 185 863 | -0,39 | 79 714 | 1,58 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2026-01-23 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 66 524 | -0,63 | 4 472 | 1,34 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 92 223 | 6 199 | ||||||
| 2026-02-10 | 13F | David R. Rahn & Associates Inc. | 112 119 | 13,46 | 7 537 | 15,69 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 86 882 | -76,73 | 5 840 | -76,27 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 94 596 | 13,81 | 6 359 | 16,04 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46 912 | -0,15 | 3 153 | 1,87 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 41 497 | 2,11 | 2 789 | 4,14 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 381 556 | 11,78 | 25 648 | 12,57 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 4 127 | 15,67 | 277 | 17,87 | ||||
| 2026-02-06 | 13F | Municipal Employees' Retirement System of Michigan | 5 227 998 | 9,53 | 351 | 11,78 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 13 604 | 6,14 | 914 | 8,29 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 109 824 | 13,33 | 7 382 | 15,56 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 2 083 | 140 | ||||||
| 2026-02-11 | 13F | Boston Research & Management Inc | 103 881 | -2,90 | 7 | -14,29 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 11 947 | 5,45 | 717 | 5,44 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 187 193 | 9,95 | 12 583 | 12,12 | ||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 114 945 | 2,98 | 7 727 | 5,00 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 6 925 | 466 | ||||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 16 237 | -0,32 | 1 091 | 1,68 | ||||
| 2026-01-16 | 13F | Sharp Financial Services, LLC | 109 549 | 5,80 | 7 364 | 7,88 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 66 242 | 3,19 | 4 453 | 5,22 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 7 120 | 52,04 | 479 | 52,23 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 3 180 | 0,00 | 214 | 1,91 | ||||
| 2026-02-06 | 13F | Lazard Freres Gestion S.A.S. | 3 000 | 0 | ||||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 13 469 | 905 | ||||||
| 2025-10-24 | 13F | Hemington Wealth Management | 14 008 | 0,00 | 1 | |||||
| 2026-01-23 | 13F | Kelly Financial Group Llc | 12 838 | -2,74 | 863 | -0,92 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 113 | 0,00 | 8 | 0,00 | ||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 3 987 | 268 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 339 838 | 15,93 | 22 844 | 18,22 | ||||
| 2026-02-12 | 13F | Continental Advisors Llc | 40 800 | 0,00 | 2 743 | 1,97 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 40 450 | 1,15 | 2 719 | 3,15 | ||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 52 888 | 30,95 | 3 555 | 33,55 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 460 299 | 37,97 | 30 941 | 40,69 | ||||
| 2025-11-12 | 13F | Aletheian Wealth Advisors LLC | 20 979 | -1,77 | 1 383 | 7,88 | ||||
| 2026-02-11 | 13F | Jabodon Pt Co | 1 061 996 | 71 | ||||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 18 911 | 0,40 | 1 271 | 2,42 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 9 166 | 4,95 | 616 | 7,13 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 68 858 | 4 629 | ||||||
| 2026-02-10 | 13F | Phillips Wealth Planners LLC | 6 108 | -1,53 | 436 | 4,57 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 27 516 | -1,55 | 1 850 | 0,38 | ||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 5 480 | -13,02 | 368 | -11,33 | ||||
| 2026-01-26 | 13F | Yoffe Investment Management, LLC | 7 800 | 0,00 | 524 | 1,95 | ||||
| 2026-01-27 | 13F | Novem Group | 6 658 | 35,13 | 448 | 37,96 | ||||
| 2026-02-05 | 13F | Beese Fulmer Investment Management, Inc. | 5 337 | 3,35 | 359 | 5,29 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 256 526 | -21,00 | 17 244 | -19,44 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 7 682 818 | -32,17 | 516 439 | -30,83 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 20 865 | 212,07 | 775 | 75,91 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 9 435 | 0,00 | 634 | 2,09 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 134 000 | 39,38 | 9 007 | 42,13 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 73 969 | 28,72 | 4 972 | 31,26 | ||||
| 2026-02-09 | 13F/A | Mann Financial Group, Inc. | 45 444 | -3,87 | 3 055 | -1,99 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 173 229 291 | 1,36 | 11 644 473 | 3,35 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 9 807 | 12,63 | 659 | 15,01 | ||||
| 2026-01-09 | 13F | Westview Management dba Westview Investment Advisors | 6 850 | 460 | ||||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 23 049 | 0,54 | 1 549 | 2,51 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 207 744 | 11,46 | 13 965 | 13,66 | ||||
| 2026-01-09 | 13F | Twele Capital Management, Inc. | 235 511 | 0,11 | 15 831 | 2,09 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 328 496 | 21,15 | 22 | 29,41 | ||||
| 2026-02-17 | 13F | Bitterroot Capital Advisors Llc | 2 628 | 177 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 2 801 924 | 29,29 | 187 698 | 31,38 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 24 919 | 1 675 | ||||||
| 2026-01-27 | 13F | Hobart Private Capital, LLC | 3 301 | 222 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 79 199 | -2,87 | 5 324 | -0,97 | ||||
| 2026-01-15 | 13F | Acima Private Wealth, Llc | 214 091 | -4,31 | 14 391 | -2,42 | ||||
| 2026-02-11 | 13F | State Farm Mutual Automobile Insurance Co | 195 681 | 35,83 | 13 154 | 38,51 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 10 586 | 111,59 | 741 | 125,23 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 406 202 | 24,86 | 27 305 | 27,32 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 1 678 | 0,00 | 113 | 1,82 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 8 488 | 127,19 | 571 | 131,71 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 8 317 | 559 | ||||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 41 491 | 16,09 | 2 789 | 18,43 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 67 955 | 49,16 | 4 568 | 52,08 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 7 401 | -2,18 | 497 | -1,00 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Aurdan Capital Management, LLC | 8 240 | -1,67 | 554 | 0,18 | ||||
| 2025-10-27 | 13F | American Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | IFS Advisors, LLC | 206 | 14 | ||||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 2 262 898 | 3,75 | 152 112 | 5,80 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 133 705 | 26,53 | 8 988 | 29,03 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 13 072 | 14,90 | 879 | 17,22 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 4 813 | 14,98 | 324 | 17,45 | ||||
| 2026-02-03 | 13F | Baker Boyer National Bank | 15 403 | 5,41 | 1 035 | 7,48 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 32 751 | -2,13 | 2 202 | -0,18 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 96 431 | 5,10 | 6 482 | 7,18 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 6 562 | -1,84 | 441 | 0,23 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Lynx Investment Advisory | 4 725 | -0,61 | 318 | 1,28 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1 209 | 43,47 | ||||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Wulff, Hansen & Co. | 5 804 | 390 | ||||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 2 033 | 1,75 | 137 | 3,82 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 36 232 | 24,95 | 2 436 | 27,42 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 228 696 | -5,19 | 15 373 | -3,33 | ||||
| 2025-09-25 | NP | WCCFX - Wells Fargo WealthBuilder Conservative Allocation Fund Class C | 14 732 | 78,53 | 889 | 98,66 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 63 361 | 0,35 | 4 259 | 2,40 | ||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 3 481 | -1,72 | 234 | 0,00 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 2 329 384 | -8,77 | 156 581 | -6,97 | ||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 13 679 | -8,51 | 920 | -6,70 | ||||
| 2026-01-22 | 13F | City Holding Co | 7 650 | -2,55 | 514 | -0,58 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 1 104 | 76,64 | 74 | 80,49 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 18 984 | -1,74 | 1 276 | 0,24 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 128 594 | 40,80 | 8 666 | 44,42 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 7 533 | 0,00 | 506 | 2,02 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 167 316 | 3,38 | 11 247 | 5,41 | ||||
| 2026-03-09 | 13F/A | Auto-Owners Insurance Co | 360 000 | 0,00 | 24 199 | 1,97 | ||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 21 549 | -5,42 | 1 449 | -3,53 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 32 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Rational Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 061 | 67,43 | 407 | 71,01 | ||||
| 2026-01-08 | 13F | Centerline Wealth Advisors, LLC | 209 788 | 31,58 | 14 102 | 34,17 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 13 754 | 8,91 | 925 | 11,06 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 251 649 | 75,74 | 16 916 | 79,20 | ||||
| 2026-02-11 | 13F | Fjarde Ap-fonden /fourth Swedish National Pension Fund | 3 090 192 | 207 723 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 25 686 | 51,33 | 1 727 | 54,38 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 41 625 | 19,47 | 2 798 | 21,86 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 2 114 082 | 1,27 | 142 109 | 3,27 | ||||
| 2026-01-05 | 13F | First Hawaiian Bank | 215 351 | 3,97 | 14 476 | 6,02 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 881 426 | 4,09 | 59 249 | 6,14 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 33 479 | 34,09 | 2 250 | 67,04 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 4 700 | 316 | ||||||
| 2026-02-17 | 13F | RPTC Inc. | 139 847 | 1,46 | 9 401 | 3,46 | ||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 218 320 | 12,77 | 14 675 | 15,00 | ||||
| 2026-01-22 | 13F | Lee Financial Co | 15 624 | -4,14 | 1 050 | -2,23 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 13 424 | 2,15 | 902 | 4,16 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 13 | 1 | ||||||
| 2026-02-11 | 13F | Galilei Investment Office LLP | 99 500 | 0,00 | 6 688 | 1,97 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 6 467 | 15,34 | 435 | 17,62 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 2 280 708 | 2,60 | 153 309 | 4,63 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 16 931 | 11,06 | 1 138 | 13,35 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 24 059 | -14,19 | 1 617 | -12,50 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 148 928 | 15,11 | 10 011 | 17,38 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 13 | 1 | ||||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 1 413 | 0,00 | 95 | 1,08 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 98 | 7 | ||||||
| 2026-01-16 | 13F | Matauro, Llc | 16 494 | 1,64 | 1 109 | 3,65 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 4 007 | 0,00 | 269 | 1,89 | ||||
| 2026-02-14 | 13F | American Trust | 15 859 | -50,59 | 1 066 | -49,60 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 19 550 576 | 5,28 | 1 314 190 | 7,35 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 33 707 | 1,42 | 2 266 | 3,42 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 13 189 | 59,31 | 887 | 62,75 | ||||
| 2026-02-13 | 13F | Adventist Health System Sunbelt Healthcare Corp | 833 300 | 81,15 | 56 014 | 84,72 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 789 | -38,12 | 52 | -31,58 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 511 | -34,90 | 34 | -33,33 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 6 599 | 0,49 | 444 | 2,55 | ||||
| 2026-01-15 | 13F | Westend Capital Management LLC | 233 | -25,56 | 16 | -25,00 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 858 927 | -1,33 | 57 273 | -0,19 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 11 795 | -12,66 | 793 | -11,01 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 11 137 | 73,39 | 749 | 76,83 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 662 050 | -20,97 | 44 503 | -19,41 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 609 677 | -0,81 | 40 982 | 1,15 | ||||
| 2026-02-12 | 13F | Rowland & Co Investment Counsel/adv | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 331 668 | -7,04 | 22 295 | -5,21 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 181 | 0,00 | 12 | 9,09 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 40 361 | 35,82 | 2 713 | 52,16 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-16 | 13F | Bank of New Hampshire | 260 | 0,00 | 17 | 0,00 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 356 231 | 3,82 | 23 946 | 5,87 | ||||
| 2026-02-10 | 13F | Parkway Wealth Management Group, LLC | 8 477 | 570 | ||||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 16 486 | -3,61 | 1 108 | -1,69 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Keystone Financial Group | 245 277 | 111,96 | 16 488 | 115,85 | ||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 32 534 | -2,79 | 2 145 | 6,72 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 74 141 | 4 890 | ||||||
| 2026-01-23 | 13F | Lam Group, Inc. | 53 565 | 0,00 | 3 601 | 1,95 | ||||
| 2026-01-30 | 13F | State of New Jersey Common Pension Fund D | 22 561 008 | 0,00 | 1 516 551 | 1,97 | ||||
| 2026-02-04 | 13F | Nwam Llc | 73 073 | -16,61 | 5 299 | -10,78 | ||||
| 2026-01-09 | 13F | Friday Financial | 21 638 | -15,35 | 1 455 | -13,71 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 154 915 | -4,48 | 10 413 | -2,60 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 4 006 | 269 | ||||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 29 752 | 6,44 | 2 000 | 8,52 | ||||
| 2026-02-13 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 3 252 | 214 | ||||||
| 2026-01-28 | 13F | Headland Capital, LLC | 3 926 | -0,48 | 264 | 1,15 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 244 123 | 3,78 | 16 410 | 5,82 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 11 687 | 786 | ||||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 7 666 | 6,06 | 515 | 8,19 | ||||
| 2026-02-13 | 13F | LiftPoint Family Wealth Advisors LLC | 120 257 | 8 084 | ||||||
| 2026-01-14 | 13F | Matthew Goff Investment Advisor, LLC | 126 637 | -1,10 | 8 513 | 0,85 | ||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 24 721 | 6,42 | 1 662 | 8,49 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 51 017 | -3,72 | 3 429 | -1,83 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 98 494 | -47,53 | 6 621 | -46,50 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 68 052 | 4,39 | 4 574 | 6,45 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 5 690 088 | 28,84 | 382 | 31,27 | ||||
| 2026-01-07 | 13F | Brady Family Wealth, Llc | 5 096 | 54,28 | 343 | 57,60 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Bridgewater Associates, LP | 1 271 627 | 9,53 | 85 479 | 11,69 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 5 524 | 371 | ||||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 5 190 | 19,12 | 349 | 21,25 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 113 027 | 1,20 | 7 598 | 3,19 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 317 599 | 2,92 | 21 349 | 1,68 | ||||
| 2026-02-12 | 13F | Advocate Investing Services LLC | 132 | 9 | ||||||
| 2025-10-14 | 13F | S.A. Mason LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 5 668 | 381 | ||||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 25 835 | -3,93 | 1 737 | -2,03 | ||||
| 2026-01-14 | 13F | First County Bank /CT/ | 5 136 | 0,00 | 345 | 2,07 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 99 | 7 | ||||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 757 314 | 5,02 | 50 907 | 7,09 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 40 958 | 8,77 | 2 753 | 10,92 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 117 021 | 2,87 | 7 866 | 4,91 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 2 816 | 0,00 | 189 | 2,16 | ||||
| 2026-01-28 | 13F | Delta Wealth Advisors LLC | 4 715 | -14,86 | 317 | -13,42 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | 230 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 18 820 | 69,32 | 1 265 | 72,81 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7 140 | -69,33 | 480 | -68,77 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 3 901 270 | 22,06 | 262 | 24,76 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 46 022 | -2,05 | 3 094 | 0,55 | ||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 27 837 | 53,09 | 1 921 | 60,27 | ||||
| 2026-01-27 | 13F | BigSur Wealth Management LLC | 12 375 | 43,06 | 832 | 45,79 | ||||
| 2026-01-08 | 13F | Occidental Asset Management, LLC | 26 572 | -4,59 | 1 786 | -2,67 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 639 337 | 2,43 | 42 976 | 4,45 | ||||
| 2026-01-23 | 13F | Norris Perne & French Llp/mi | 44 540 | 2,63 | 2 994 | 4,65 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 240 587 | 82,53 | 16 172 | 86,14 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 40 176 | 15,33 | 2 701 | 17,60 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2 826 773 | 17,60 | 190 016 | 120 162,66 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 1 153 514 | 3,60 | 77 539 | 5,65 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 141 918 | 4,67 | 9 540 | 6,74 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 8 928 | 0,64 | 600 | 2,74 | ||||
| 2026-01-14 | 13F | Emergent Wealth Advisors, LLC | 87 178 | 7,75 | 5 860 | 9,78 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 1 235 051 | 0,28 | 83 020 | 2,26 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 1 867 | -88,92 | 125 | -88,74 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 1 390 070 | 8,21 | 93 441 | 10,34 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 606 379 | -3,02 | 40 761 | -1,11 | ||||
| 2026-02-13 | 13F | Sovereign Investment Advisors, LLC | 193 455 | 146,55 | 13 004 | 151,43 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 51 704 | 149,50 | 3 476 | 154,39 | ||||
| 2026-02-10 | 13F | Three Bridge Wealth Advisors, LLC | 4 510 | -2,57 | 303 | -0,66 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 3 708 | 6,09 | 249 | 8,26 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 15 988 | -1,27 | 1 075 | 0,66 | ||||
| 2025-09-29 | NP | GTDDX - INVESCO Developing Markets Fund Class A | 805 024 | 48 567 | ||||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 7 656 | 0,00 | 515 | 1,98 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 18 505 | 128,40 | 1 374 | 157,12 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 43 677 | 0,15 | 2 936 | 2,12 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 54 631 | 34,24 | 3 672 | 36,91 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 674 | 0,00 | 45 | 2,27 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 100 915 | 0,68 | 6 783 | 2,66 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 65 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 22 613 548 | 10,83 | 1 520 083 | 13,01 | ||||
| 2026-01-15 | 13F | Jamison Private Wealth Management, Inc. | 5 395 | 1,30 | 363 | 3,13 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 106 750 | -0,36 | 7 176 | 1,60 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 584 267 | 287,92 | 39 274 | 295,59 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 67 137 | 6,18 | 4 513 | 8,28 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 328 977 | -23,99 | 22 114 | -22,49 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 77 494 | -1,19 | 5 209 | 0,75 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 6 484 363 | -31,52 | 435 879 | -30,17 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 125 468 | 5 266,47 | 8 434 | 5 375,97 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 10 713 | 0,55 | 789 | 12,23 | ||||
| 2026-01-21 | 13F | Mainstream Capital Management LLC | 11 782 | -7,24 | 792 | -5,50 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 24 972 | 38,20 | 1 679 | 36,53 | ||||
| 2026-01-09 | 13F | Community Trust & Investment Co | 8 759 | 1,38 | 589 | 3,34 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 1 978 | 0 | ||||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 176 629 | 39,99 | 11 873 | 42,76 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 211 | 1,44 | 15 | 7,69 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 1 594 | 0,00 | 107 | 1,90 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 157 | 0,00 | 11 | 0,00 | ||||
| 2025-11-14 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 24 | 1 | ||||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 19 974 | 4,89 | 1 343 | 6,93 | ||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 3 155 | 1,32 | 212 | 3,41 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 460 054 | 64,56 | 31 | 66,67 | ||||
| 2026-02-02 | 13F | Citizens Business Bank | 3 801 | 0,00 | 256 | 2,00 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 67 667 | -1,02 | 4 549 | 0,93 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 6 035 | -0,74 | 406 | 1,25 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 13 905 | 50,50 | 935 | 53,37 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 118 091 | 23,71 | 7 938 | 26,16 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 1 501 986 | 31,36 | 100 964 | 33,95 | ||||
| 2026-02-12 | 13F | Collier Financial | 5 254 | 2,90 | 353 | 5,06 | ||||
| 2026-02-17 | 13F | Berkshire Bank | 69 212 | 6,29 | 4 652 | 8,39 | ||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 247 743 | -16,92 | 16 653 | -15,28 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 68 300 | 13,27 | 4 591 | 15,53 | ||||
| 2026-01-28 | 13F | Southern Farm Bureau Life Insurance | 1 964 259 | 8,30 | 132 | 10,92 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 354 538 | 19,18 | 23 832 | 21,54 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 3 479 | 0,14 | 234 | 2,19 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 14 457 | 1,36 | 972 | 3,30 | ||||
| 2026-02-05 | 13F | Aegis Wealth Management, Inc. | 13 130 | 883 | ||||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 13 132 | 44,39 | 883 | 47,25 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 209 236 | 10,01 | 14 065 | 12,17 | ||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 26 166 | 23,63 | 1 759 | 26,02 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 2 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Cape Ann Savings Bank | 11 894 | 138,17 | 800 | 142,86 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 250 269 | 48,20 | 17 743 | 58,86 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 44 653 | 14,31 | 3 002 | 16,54 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 7 318 | 492 | ||||||
| 2026-01-28 | 13F | FORM Wealth Advisors, LLC | 540 117 | -4,38 | 36 307 | 7,07 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 1 404 670 | 13,47 | 94 422 | 15,71 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 341 | 23 | ||||||
| 2026-01-16 | 13F | Compagnie Lombard Odier SCmA | 107 184 | 24,06 | 7 205 | 26,50 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 28 941 277 | 1,86 | 1 945 454 | 3,87 | ||||
| 2026-02-11 | 13F | Argent Advisors, Inc. | 23 994 | 2,75 | 1 613 | 4,74 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 3 048 518 | -10,06 | 205 041 | -6,06 | ||||
| 2026-01-14 | 13F | Pathway Financial Advisors LLC | 477 655 | 7,07 | 33 546 | 14,06 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 460 682 | 0,43 | 30 967 | 2,41 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 9 056 | 0,03 | 609 | 2,01 | ||||
| 2026-01-12 | 13F | Ayalon Holdings Ltd. | 289 775 | 48,21 | 19 | 58,33 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 200 | 0,00 | 13 | 0,00 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 562 722 | 4,08 | 37 826 | 6,13 | ||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 21 453 | 0,00 | 1 442 | 1,98 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 1 131 606 | -4,63 | 74 595 | 4,73 | ||||
| 2026-01-05 | 13F | Catherine Avery Investment Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Rockland Trust Co | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | ROMO - Strategy Shares Newfound/ReSolve Robust Momentum ETF | 33 524 | -63,10 | 2 023 | -59,98 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 438 | -96,62 | 29 | -96,60 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 75 483 | -0,92 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 1 142 | 0,00 | 77 | 1,33 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 2 242 | 0,09 | 151 | 2,04 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 380 128 | 16,89 | 25 552 | 19,20 | ||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 70 | 5 | ||||||
| 2026-01-21 | 13F | Aaron Wealth Advisors LLC | 539 058 | 2,07 | 36 236 | 4,08 | ||||
| 2026-01-21 | 13F | South Shore Capital Advisors | 11 980 | 805 | ||||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 2 756 | -0,58 | 185 | 1,65 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 1 262 | 85 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 30 709 | 7,42 | 2 064 | 9,55 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 5 922 | 1,60 | 430 | 11,72 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 676 | 14,00 | 45 | 15,38 | ||||
| 2026-02-10 | 13F | Ade, Llc | 26 824 | 5,71 | 1 803 | 7,83 | ||||
| 2026-01-13 | 13F | Harrington Investments, INC | 4 632 | -17,76 | 311 | -16,17 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 8 311 | -8,05 | 559 | -6,22 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 955 | 64 | ||||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 3 497 | 235 | ||||||
| 2026-01-12 | 13F | Abound Wealth Management | 322 201 | 3,97 | 21 658 | 6,03 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 1 903 795 | 20,19 | 128 | 22,12 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 354 728 | 0,76 | 23 845 | 2,74 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 1 537 | -4,18 | 103 | -1,90 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 41 391 | 129,14 | 2 782 | 133,78 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 12 342 | 12,53 | 814 | 23,56 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 7 339 | -4,60 | 493 | -2,76 | ||||
| 2026-02-10 | 13F | Main Management ETF Advisors, LLC | 418 908 | 6,27 | 28 | 12,00 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 10 472 | 1,72 | 704 | 3,69 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 22 536 | 34,23 | 1 515 | 36,89 | ||||
| 2026-02-13 | 13F | Tenzing Financial LLC | 11 490 | 772 | ||||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 1 744 682 | -27,68 | 117 277 | -26,25 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 149 851 | 23,91 | 10 073 | 26,34 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 39 827 | 15,52 | 2 677 | 17,83 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 213 | 0,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 54 337 | 3 653 | ||||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 119 370 | 260,80 | 8 024 | 268,07 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 70 191 | -1,73 | 4 718 | 0,21 | ||||
| 2026-02-17 | 13F | Seldon Capital Lp | 26 019 | 0,00 | 1 749 | 1,92 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 96 044 | 5,30 | 6 456 | 7,39 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 440 331 | 19,40 | 29 599 | 21,76 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 7 622 | -3,36 | 502 | 6,13 | ||||
| 2025-09-24 | NP | DAINX - Dunham International Stock Fund Class A | 6 927 | -50,44 | 418 | -44,91 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 1 641 | 110 | ||||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 1 782 | -9,54 | 120 | -7,75 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 47 210 | 8,10 | 3 173 | 10,25 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 115 440 | 3,43 | 7 760 | 5,46 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 489 467 | 62,55 | 32 902 | 65,76 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 9 398 | 19,25 | 632 | 21,58 | ||||
| 2026-02-13 | 13F | Santa Clara Valley Transportation Authority | 625 061 | -1,42 | 42 017 | 0,52 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 14 137 | 950 | ||||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 610 320 | -5,97 | 41 026 | -4,11 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 178 981 | -12,73 | 12 031 | -11,01 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 9 559 | 23,95 | 643 | 26,38 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 4 856 | -8,86 | 326 | -7,12 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 15 460 | 2,03 | 1 039 | 4,11 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 13 606 | -0,35 | 915 | 1,56 | ||||
| 2026-02-17 | 13F | Evolve Private Wealth, Llc | 149 285 | 10 035 | ||||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 120 055 | 3,57 | 8 070 | 5,61 | ||||
| 2026-02-02 | 13F | SevenBridge Financial Group, LLC | 2 935 | -3,64 | 213 | 2,40 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 97 640 | 649,64 | 6 563 | 664,92 | ||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 70 378 | 23,16 | 4 731 | 25,60 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 79 682 | 5 356 | ||||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 7 340 | -4,24 | 541 | 6,93 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 2 899 388 | 4,64 | 194 897 | 6,70 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 13 145 | 1,12 | 884 | 3,15 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 10 615 | -25,56 | 714 | -24,15 | ||||
| 2026-02-11 | 13F | Swan Global Investments, LLC | 3 709 | 0,00 | 249 | 2,05 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 77 124 | 4,05 | 5 184 | 6,10 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 13 819 | 6,28 | 741 | -13,54 | ||||
| 2026-01-12 | 13F | Moody National Bank Trust Division | 22 514 | 0,00 | 1 513 | 1,95 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 813 736 | 1,56 | 54 699 | 3,57 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 22 742 | 52,54 | 1 529 | 55,60 | ||||
| 2026-02-11 | 13F | DB&C Advisors, LLC | 3 433 | 231 | ||||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 4 960 | 55,05 | 333 | 58,57 | ||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 4 918 | 343 | ||||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 122 215 | 8 215 | ||||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 226 151 | -0,64 | 15 202 | 1,32 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 11 792 | 1,34 | 793 | 3,26 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 142 425 | 33,39 | 9 574 | 36,02 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 194 | 13 | ||||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 14 908 | 5,10 | 1 002 | 7,17 | ||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 25 661 | 40,20 | 1 725 | 42,95 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1 402 | 5,41 | 94 | 8,05 | ||||
| 2026-01-27 | 13F | FSR Wealth Management Ltd. | 3 805 | -2,91 | 256 | -1,16 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 4 670 | 314 | ||||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 122 835 | 31,61 | 8 257 | 34,20 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 51 | -53,64 | 3 | -57,14 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 16 359 | 5,28 | 1 100 | 7,32 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 34 616 | 5,79 | 2 327 | 7,83 | ||||
| 2026-02-19 | 13F | WealthPoint Financial, LLC | 38 267 | 2 572 | ||||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 39 005 | 0,13 | 2 622 | 2,10 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 7 228 | 486 | ||||||
| 2026-02-02 | 13F | Everest Management Corp. | 4 430 | -1,51 | 298 | 0,34 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 10 342 | 41,03 | 695 | 43,89 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 1 000 | 67 | ||||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 77 931 | 29,08 | 5 239 | 31,64 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 38 222 | 214,90 | 2 520 | 246,02 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 4 191 | 25,86 | 282 | 28,31 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 1 227 | -10,04 | 0 | |||||
| 2025-09-24 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 48 144 | 50,31 | 2 905 | 67,38 | ||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 3 549 | -4,37 | 239 | -2,46 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 3 331 | -9,80 | 224 | -8,23 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 8 930 119 | 0,83 | 600 283 | 2,82 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 94 | 0,00 | 6 | 0,00 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 17 669 | 11,20 | 1 188 | 13,37 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 110 364 | 9,65 | 7 419 | 11,80 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 11 663 | -3,68 | 784 | -1,75 | ||||
| 2026-02-09 | 13F | Lincoln National Corp | 1 069 133 | -37,64 | 71 867 | -36,41 | ||||
| 2026-01-09 | 13F | Rf&l Wealth Management, Llc | 51 487 | 0,26 | 3 461 | 2,22 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 8 171 | -1,44 | 549 | 0,55 | ||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 14 868 | 4,73 | 999 | 6,84 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 29 918 | -3,07 | 2 011 | -1,13 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 314 | 89,16 | 23 | 130,00 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 17 162 | 0,03 | 1 154 | 2,04 | ||||
| 2026-02-12 | 13F | Voya Investment Management Llc | 39 705 | 2 669 | ||||||
| 2026-01-07 | 13F | Fragasso Group Inc. | 18 619 | 0,69 | 1 252 | 1,13 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 362 | 10,37 | 24 | 14,29 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 194 271 | 20,66 | 13 059 | 23,04 | ||||
| 2026-01-16 | 13F | West Branch Capital LLC | 448 | 0,00 | 30 | 3,45 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 33 929 | 9,78 | 2 237 | 20,54 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 11 109 | -13,08 | 747 | -11,40 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 50 | 0,00 | 3 | 0,00 | ||||
| 2025-09-24 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 53 038 | 27,82 | 3 200 | 42,37 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1 719 605 | -1,61 | 115 592 | 0,33 | ||||
| 2026-02-13 | 13F | Winter & Associates, Inc. | 10 136 | 681 | ||||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 56 178 | 68,64 | 3 776 | 72,03 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 13 970 | -0,07 | 939 | 1,95 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 18 | -41,94 | 1 | -50,00 | ||||
| 2026-02-12 | 13F | Welch Capital Partners Llc/ny | 3 096 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | Polaris Investment Advisors, LLC | 111 132 | 7 470 | ||||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 14 039 | 4,73 | 944 | 6,80 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 6 092 | 0,15 | 410 | 2,25 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 157 791 | -35,63 | 10 607 | -34,37 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 14 361 | -3,25 | 965 | -1,33 | ||||
| 2026-02-13 | 13F | Alliance Private Wealth, LLC | 95 308 | 6 972 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 361 067 | 28,44 | 24 271 | 30,97 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 60 398 | 30,41 | 4 060 | 32,95 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 632 | 1 938,71 | 42 | 2 000,00 | ||||
| 2026-01-28 | 13F | Villere St Denis J & Co Llc | 5 999 | 0,00 | 403 | 2,03 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 140 637 | 49,19 | 10 441 | 68,01 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 628 | 0,00 | 42 | 2,44 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 30 978 | 1,17 | 2 082 | 3,17 | ||||
| 2026-02-05 | 13F | Compton Financial Group, LLC | 11 206 | -5,19 | 753 | -3,34 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 12 647 | 0,00 | 850 | 2,04 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 251 171 | -0,86 | 16 884 | 1,09 | ||||
| 2026-01-15 | 13F | Hengehold Capital Management Llc | 260 393 | 3,21 | 17 504 | 5,25 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 13 619 | -0,04 | 915 | 1,89 | ||||
| 2026-02-12 | 13F | Nuveen, LLC | 2 117 263 | -10,24 | 142 322 | -8,47 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 115 115 | -1,27 | 8 024 | 2,78 | ||||
| 2026-01-07 | 13F | Stonekeep Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 300 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Tidemark, LLC | 712 | -0,28 | 48 | 0,00 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 30 777 | 41,33 | 2 057 | 57,19 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 1 920 644 | 15,98 | 129 106 | 18,27 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 21 737 | 0,00 | 1 461 | 2,03 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 107 048 | 7,45 | 7 196 | 9,56 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 99 161 | 26,11 | 6 666 | 28,59 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 44 519 | 5,76 | 2 993 | 7,86 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 259 499 | -2,50 | 17 444 | -0,58 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 5 707 | -0,45 | 384 | 1,59 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 1 033 | -42,06 | 69 | -41,03 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 947 | -52,79 | 64 | -52,27 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 9 011 | -41,18 | 606 | -40,04 | ||||
| 2026-02-17 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 155 163 | 170,97 | 10 430 | 176,36 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 106 733 | 10,17 | 7 175 | 12,34 | ||||
| 2026-02-13 | 13F | Allianz Se | 128 550 | 1,58 | 8 641 | 3,58 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 73 556 | 1,61 | 4 944 | 3,60 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 21 488 | 0,00 | 1 444 | 1,98 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 4 801 | 25,81 | 323 | 28,29 | ||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 19 588 | -0,35 | 1 317 | 1,62 | ||||
| 2026-01-26 | 13F | SMART Wealth LLC | 13 149 | 5,33 | 884 | 7,42 | ||||
| 2026-01-14 | 13F | Chris Bulman Inc | 41 287 | 4,77 | 2 775 | 6,85 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 9 424 | 0,00 | 633 | 1,93 | ||||
| 2026-01-28 | 13F | Cabot-Wellington, LLC | 305 398 | -0,72 | 20 529 | 1,23 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 3 204 | 215 | ||||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 161 100 | 10 829 | ||||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 41 767 | 3 077 | ||||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 10 416 | 1,67 | 700 | 2,64 | ||||
| 2026-02-24 | 13F | Tru Independence Asset Management 2, Llc | 29 976 | 26,82 | 2 015 | 29,27 | ||||
| 2026-02-12 | 13F | Elo Mutual Pension Insurance Co | 1 867 100 | 0,00 | 125 506 | 1,97 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 8 076 | -2,84 | 543 | -0,91 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Victrix Investment Advisors | 11 596 | 779 | ||||||
| 2025-09-24 | NP | IRTR - iShares LifePath Retirement ETF | 16 289 | 70,85 | 983 | 90,31 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 5 343 | -14,21 | 359 | -12,44 | ||||
| 2025-09-24 | NP | AOM - iShares Core Moderate Allocation ETF | 1 147 551 | -0,14 | 69 232 | 11,21 | ||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 181 946 | -1,04 | 12 230 | 0,92 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 23 269 | -7,29 | 1 564 | -5,44 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 841 | 0,00 | 57 | 1,82 | ||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 103 274 | -1,10 | 7 | 0,00 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 7 642 | 3,16 | 514 | 5,12 | ||||
| 2026-01-20 | 13F | Harbor Capital Advisors, Inc. | 601 507 | 40 | ||||||
| 2025-10-24 | 13F | Meeder Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | USA Financial Portformulas Corp | 7 232 | 486 | ||||||
| 2026-02-12 | 13F | Mosley Wealth Management | 83 086 | 64,70 | 5 586 | 109,73 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 210 816 | 76,72 | 15 946 | 98,83 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 8 060 | 542 | ||||||
| 2026-02-10 | 13F | Lcnb Corp | 6 367 | 46,81 | 428 | 49,82 | ||||
| 2026-01-27 | 13F | Asset Management One Co., Ltd. | 7 041 715 | 1,81 | 473 344 | 3,82 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 103 568 | 10,94 | 6 962 | 13,13 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 4 683 | -9,89 | 315 | -8,19 | ||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 46 972 | 19,08 | 3 157 | 21,42 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 6 308 | -16,42 | 424 | -14,69 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 74 793 | 0,49 | 5 028 | 2,47 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 5 586 | -59,58 | 375 | -58,84 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 6 172 | 415 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 18 128 | -3,97 | 1 219 | -2,09 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 86 183 | -6,34 | 5 793 | -4,48 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 33 187 | 0,04 | 2 231 | 2,01 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 3 508 | 255 | ||||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 40 700 | 0,00 | 2 683 | 9,78 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 65 154 | 8,84 | 4 380 | 11,00 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 77 742 | 25,94 | 5 226 | 28,41 | ||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 4 244 | 285 | ||||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 5 452 | 5,58 | 367 | 7,65 | ||||
| 2026-02-11 | 13F | Ameraudi Asset Management, Inc. | 14 592 | -44,80 | 981 | -43,74 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 29 360 | 9,37 | 1 974 | 11,53 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 34 035 | -3,40 | 2 288 | -1,51 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 7 435 | -2,17 | 500 | -0,20 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 410 442 | 1,60 | 27 056 | 11,57 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 1 090 462 | 4,75 | 73 486 | 7,09 | ||||
| 2026-02-17 | 13F | State Of Wisconsin Investment Board | 410 800 | 1,94 | 27 614 | 3,95 | ||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 6 413 | 77,30 | 431 | 81,09 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Grove Bank & Trust | 359 297 | -0,91 | 24 152 | 1,04 | ||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 10 628 | -3,13 | 714 | -1,24 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 95 607 | -3,68 | 6 427 | -1,79 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 38 188 | -0,82 | 2 567 | 1,10 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 89 896 | 3,80 | 6 043 | 5,83 | ||||
| 2026-01-29 | 13F | Scissortail Wealth Management, LLC | 81 126 | -0,76 | 5 453 | 1,21 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 42 | 3 | ||||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 61 360 | 71,00 | 4 125 | 74,38 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-26 | 13F | TD Capital Management LLC | 106 | 0,95 | 7 | 16,67 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 3 319 | 32,39 | 223 | 35,15 | ||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 44 737 | 5,42 | 3 007 | 7,51 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 45 444 | 70,69 | 2 996 | 87,42 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 574 589 | 8,84 | 38 624 | 10,99 | ||||
| 2026-01-26 | 13F | Quattro Financial Advisors Llc | 83 458 | -8,96 | 5 610 | -7,15 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 52 519 | -1,56 | 3 530 | 0,40 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 325 427 | 5,79 | 21 884 | 7,91 | ||||
| 2026-01-12 | 13F | JGP Wealth Management, LLC | 52 412 | 7,31 | 3 523 | 8,07 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 66 848 | 23,12 | 4 977 | 34,02 | ||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 6 589 | -11,76 | 443 | -10,16 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 258 722 | 3,71 | 17 391 | 4,44 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 2 770 | 0,00 | 186 | 2,20 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 16 030 | 0,00 | 1 078 | 1,99 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 272 | 0,00 | 18 | 6,25 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 3 523 | 237 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 33 787 | 2 271 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 52 168 | 1,48 | 3 510 | 3,54 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 778 | 0,91 | 52 | 4,00 | ||||
| 2026-02-02 | 13F | PKO Investment Management Joint-Stock Co | 101 495 | 39,01 | 6 822 | 41,74 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 12 306 | 827 | ||||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 4 041 | -0,86 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 6 965 701 | 4,81 | 468 234 | 6,87 | ||||
| 2025-11-13 | 13F | Herold Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WASHINGTON TRUST Co | 308 580 | 1,42 | 20 743 | 3,42 | ||||
| 2026-01-09 | 13F | Baron Financial Group, LLC | 42 290 | -3,96 | 2 843 | -2,07 | ||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 128 180 | 2,93 | 8 616 | 4,97 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 95 181 | 6 413 | ||||||
| 2026-01-21 | 13F | Towercrest Capital Management | 316 691 | -1,31 | 21 291 | 0,65 | ||||
| 2026-02-12 | 13F | Pettinga Financial Advisors, LLC | 18 979 | -10,49 | 1 276 | -8,73 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 94 641 | 169,72 | 6 362 | 175,01 | ||||
| 2026-01-29 | 13F | Integras Partners LLC | 10 241 | -4,89 | 688 | -2,96 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 45 108 | 17,00 | 3 | 50,00 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 16 022 | -4,08 | 1 077 | -2,27 | ||||
| 2026-01-15 | 13F | Shrier Wealth Management, Llc | 12 328 | 829 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 154 086 | -3,57 | 10 358 | -1,67 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Avion Wealth | 2 652 | -15,30 | 0 | |||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 30 704 | 2 064 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 4 700 | 316 | |||||
| 2026-02-12 | 13F | Hibernia Wealth Partners, LLC | 4 292 | 289 | ||||||
| 2026-01-06 | 13F | Clark Financial Services Group Inc /bd | 2 977 | 207 | ||||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 13 645 | 53,89 | 1 005 | 70,34 | ||||
| 2025-09-29 | NP | INTL - Main International ETF | 379 600 | 0,19 | 22 901 | 11,59 | ||||
| 2026-01-07 | 13F | Northside Capital Management, LLC | 7 364 | 0,00 | 495 | 2,06 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 5 805 | 22,42 | 390 | 25,00 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 230 | 6,98 | 15 | 7,14 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 47 941 | 8,12 | 3 160 | 18,75 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 32 002 | 31,16 | 2 151 | 33,77 | ||||
| 2026-02-10 | 13F | Eq Llc | 234 973 | -5,30 | 15 795 | -3,44 |
Other Listings
| US:IEMG | 70,46 USD |
