Podstawowe statystyki
| Właściciele instytucjonalni | 2333 total, 2330 long only, 0 short only, 3 long/short - change of 3,36% MRQ |
| Średnia alokacja portfela | 0.9370 % - change of -12,27% MRQ |
| Akcje instytucjonalne (długie) | 1 697 942 456 (ex 13D/G) - change of 135,92MM shares 8,70% MRQ |
| Wartość instytucjonalna (długa) | $ 115 596 520 USD ($1000) |
Własność instytucjonalna i akcjonariusze
iShares, Inc. - iShares Core MSCI Emerging Markets ETF (GB:0JLK) posiada 2333 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 1,697,942,456 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Creative Planning, LPL Financial LLC, BlackRock, Inc., Jpmorgan Chase & Co, Wealthfront Advisers Llc, and UBS Group AG .
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.
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 41 260 | -22,53 | 2 878 | -19,64 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 60 214 | -20,71 | 4 200 | -17,72 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 100 363 | -13,10 | 7 755 | -0,10 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 254 015 | 8,20 | 17 718 | 12,28 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 907 404 | 1,35 | 63 291 | 5,16 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 963 | 65 | ||||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 5 107 | -82,53 | 635 | -67,72 | ||||
| 2026-05-14 | 13F | Pembroke Management, LTD | 55 461 | -1,73 | 3 868 | 1,98 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 7 180 | 18,97 | 501 | 23,46 | ||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 94 877 | 7,99 | 6 618 | 12,06 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 6 808 959 | -0,26 | 472 931 | 3,06 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 7 823 | -6,94 | 546 | -3,54 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 260 | 0,00 | 18 | 5,88 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 20 020 | -6,79 | 1 396 | -3,26 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 4 745 | 25,53 | 331 | 29,92 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 6 585 | 11,20 | 459 | 6,99 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 105 852 | 59,80 | 7 383 | 65,84 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 64 376 | -30,20 | 4 490 | -27,57 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 10 928 | 10,64 | 762 | 14,93 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 7 295 | -9,49 | 509 | -6,10 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 27 445 | 4,14 | 1 914 | 8,07 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 13 267 | 11,05 | 925 | 29,01 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 1 037 651 | 20,86 | 72 376 | 25,41 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 28 102 | 24,70 | 1 960 | 29,46 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 1 395 | 97 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 6 986 | 546 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 322 818 | -0,31 | 22 517 | 3,44 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 24 418 | 1 641 | ||||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 75 350 | 5 256 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 1 387 819 | 17,01 | 96 800 | 21,41 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 10 100 | 5,75 | 704 | 9,66 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 2 191 664 | 3,51 | 152 869 | 7,41 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 88 990 | -5,93 | 6 207 | -2,37 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 110 347 | -35,89 | 7 697 | -33,48 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 5 910 | 11,30 | 0 | |||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 139 749 | 0,55 | 9 736 | 4,20 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 31 475 | 27,95 | 2 195 | 32,79 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 5 601 | 391 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 4 527 | -18,00 | 316 | -15,09 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 169 267 | -19,71 | 13 206 | -17,18 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 281 | -94,81 | 20 | -94,68 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 283 937 | -0,13 | 19 803 | 3,04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1 871 663 | -15,67 | 130 549 | -12,50 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 4 898 | 342 | ||||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 9 997 | -45,98 | 697 | -49,24 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 089 | 47,32 | 146 | 52,63 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 86 362 | 29,19 | 6 922 | 39,09 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 511 | 0,00 | 36 | 2,94 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 5 585 | -95,60 | 390 | -95,44 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 4 228 | -47,91 | 295 | -46,06 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 115 379 | 8,03 | 8 048 | 12,09 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 3 660 | 5,17 | 255 | 9,44 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 90 550 | 0,03 | 6 316 | 3,78 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 93 | 6 | ||||||
| 2026-01-12 | 13F | Kopp Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 96 163 | 147,68 | 6 707 | 157,07 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 400 843 | 0,83 | 27 959 | 4,62 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 4 154 | 5,51 | 290 | 9,47 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 333 512 | -19,30 | 23 262 | -16,26 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 9 016 | 0,00 | 629 | 3,63 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 5 246 | -12,48 | 366 | -9,20 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 227 066 | -0,56 | 18 199 | 10,76 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 106 | 0,00 | 7 | 0,00 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 10 921 | -11,25 | 762 | -7,98 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 26 314 | 9,13 | 1 835 | 13,27 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 178 641 | -0,19 | 13 209 | 9,78 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 3 180 | 0,00 | 222 | 3,76 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 1 209 143 | 13 767,91 | 84 338 | 14 291,98 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 7 591 | 3,73 | 529 | 7,74 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 3 384 | 0,00 | 236 | 3,96 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 437 551 | 0,85 | 30 519 | 4,65 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 6 222 866 | -14,65 | 434 045 | -11,44 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 9 888 | 0,00 | 1 | |||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 83 111 | -13,81 | 5 797 | -10,57 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 2 727 | -1,05 | 190 | 2,70 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 12 761 | 23,08 | 890 | 27,87 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 83 151 | -31,63 | 5 800 | -29,06 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 13 685 | 3,08 | 955 | 6,95 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 18 302 | -9,58 | 1 277 | -6,18 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 21 067 | -0,44 | 1 469 | 3,31 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 3 573 | -2,43 | 249 | 1,22 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 11 211 | -11,35 | 782 | -8,12 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 4 914 | -27,54 | 343 | -24,84 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 12 278 | 6,25 | 856 | 10,31 | ||||
| 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 | |||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 71 235 | 2 148,58 | 4 969 | 2 243,40 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 8 382 | -48,76 | 585 | -46,86 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 182 019 | 0,04 | 12 696 | 3,80 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 12 207 | -24,12 | 851 | -21,28 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 7 262 | -13,15 | 507 | -9,96 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 35 098 | -1,91 | 2 448 | 1,79 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 6 385 | 0,00 | 445 | 3,73 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 21 385 | 1,11 | 1 492 | 4,93 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 13 361 | -0,47 | 932 | 3,22 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 11 325 | -15,18 | 790 | -12,04 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 1 262 | 0,00 | 88 | 3,57 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 144 793 | -6,20 | 10 101 | -2,67 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 37 502 | -1,52 | 2 616 | 2,19 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 15 856 | 7,53 | 1 106 | 11,50 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 242 992 | 7,74 | 16 949 | 11,79 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 628 | 0,00 | 44 | 2,38 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 15 852 | 30,73 | 1 106 | 35,58 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 7 428 | 0,30 | 518 | 4,23 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 6 049 | 22,05 | 422 | 26,43 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2 956 984 | 0,91 | 206 250 | 4,71 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 4 525 | 0,00 | 316 | 3,62 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 332 751 | 0,33 | 23 209 | 4,10 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 70 679 | -1,46 | 4 930 | 2,24 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 6 891 | -96,84 | 481 | -96,73 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 11 110 | 22,68 | 775 | 27,30 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 72 055 | 19,72 | 5 026 | 24,23 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 3 297 | 0,00 | 230 | 3,62 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 87 384 260 | 13,93 | 6 095 052 | 18,21 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 711 | -5,20 | 0 | |||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 16 335 | 0,60 | 1 139 | 4,40 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 28 263 | 18,92 | 1 971 | 23,42 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 80 044 | 6,49 | 6 | 0,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 219 323 | 10,22 | 15 298 | 14,37 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 8 257 | -0,71 | 576 | 2,86 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 45 572 | 28,53 | 3 179 | 33,36 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 7 184 416 | 2,03 | 501 113 | 5,87 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 2 432 761 | 0,80 | 169 685 | 4,60 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 939 | 53,93 | 65 | 58,54 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 4 164 | 12,15 | 290 | 16,47 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 137 007 | -6,09 | 9 556 | -2,55 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 1 801 448 | 5,26 | 125 651 | 9,23 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 11 871 | -44,99 | 828 | -42,90 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 6 025 | 1,24 | 420 | 5,00 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 149 522 | 4,67 | 10 429 | 8,61 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 670 474 | -3,67 | 45 069 | -1,77 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 1 120 | 78 | ||||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 47 473 | 3,16 | 3 311 | 7,05 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 2 217 | 0,00 | 155 | 3,36 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 29 529 985 | 2,03 | 2 059 743 | 5,87 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 5 429 | 1,61 | 379 | 5,29 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 120 555 | -16,85 | 8 409 | -22,31 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 24 | -64,18 | 2 | -75,00 | ||||
| 2026-04-29 | 13F | Invested Advisors | 14 118 | -0,84 | 985 | 2,82 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 11 888 | -55,48 | 829 | -53,79 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 20 868 | 2,10 | 1 456 | 5,97 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 17 008 | 0,00 | 1 143 | 1,96 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 22 058 | 12,22 | 1 539 | 16,43 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 9 239 | 0,14 | 644 | 3,87 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 29 752 | -9,95 | 2 075 | -6,57 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 27 703 | 0,11 | 1 932 | 3,87 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1 356 146 | 12,57 | 91 160 | 14,79 | ||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 3 532 | -11,59 | 246 | -8,21 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 365 482 | 0,00 | 25 492 | 3,77 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 46 988 | -3,74 | 3 159 | -1,83 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 4 308 | 0,00 | 300 | 3,81 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 11 040 | 5,14 | 770 | 9,07 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 154 132 | 28,68 | 10 751 | 33,52 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 9 479 476 | 0,32 | 637 209 | 2,29 | ||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 3 856 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 8 745 | -11,15 | 610 | -7,87 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 495 | 10,49 | 35 | 13,33 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 15 073 | 0,00 | 1 051 | 3,75 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2 508 449 | 4,84 | 174 964 | 8,78 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 4 673 | 7,01 | 326 | 10,92 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 53 571 | -3,24 | 3 737 | 0,40 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 7 018 | 0,00 | 489 | 3,82 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 466 690 | -1,98 | 32 552 | 1,71 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 23 162 | -18,58 | 1 616 | -15,53 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 5 602 | -11,02 | 391 | -7,80 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 200 | 100,00 | 14 | 116,67 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 41 703 | 2 964 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 57 961 | 20,26 | 4 043 | 24,79 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 51 740 | -47,82 | 3 609 | -45,87 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 14 250 | 7,23 | 994 | 11,20 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 20 260 | -19,34 | 1 413 | -16,29 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 71 685 | 4,96 | 5 000 | 8,91 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 77 946 | -3,84 | 5 437 | -0,22 | ||||
| 2026-04-29 | 13F | Renasant Bank | 34 586 | 72,14 | 2 412 | 78,67 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 187 193 | 9,95 | 12 583 | 12,12 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 697 | 0,00 | 49 | 4,35 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 10 248 | 80,80 | 715 | 87,40 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 2 200 | 191,39 | 153 | 206,00 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 233 107 | -4,24 | 16 259 | -0,63 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 101 196 | 1 435,83 | 7 058 | 1 496,83 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 5 004 | 6,15 | 349 | 10,44 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 572 | 0,00 | 40 | 2,63 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 13 987 | -10,22 | 976 | -6,88 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 2 960 | 206 | ||||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 185 342 | 0,16 | 12 928 | 3,93 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 146 811 | -12,26 | 10 240 | -8,95 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 638 | 45 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 6 344 | 0,79 | 442 | 4,49 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 13 874 | 1,97 | 968 | 5,80 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 63 933 | -1,20 | 4 459 | 2,53 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 24 965 | -18,96 | 1 741 | -15,89 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 556 491 | -12,58 | 38 815 | -9,29 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 3 976 | -6,69 | 277 | -3,15 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 10 441 | -0,97 | 728 | 2,82 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 9 166 | 4,95 | 616 | 7,13 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 13 800 | 0,55 | 963 | 4,34 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1 878 466 | -27,33 | 131 023 | -24,59 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1 123 183 | 10,38 | 78 342 | 14,53 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 2 958 | 4,05 | 0 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 2 359 105 | 4,25 | 164 548 | 8,17 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 61 594 | -14,56 | 4 296 | -11,33 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 17 770 | 0,00 | 1 239 | 3,77 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 8 759 | 0,00 | 611 | 3,74 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 1 392 402 | 24,12 | 97 120 | 28,79 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 806 | -27,52 | 56 | -24,32 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 111 871 | -2,82 | 7 782 | -3,02 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 26 630 | -6,44 | 1 857 | -2,93 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 60 139 | -2,22 | 4 195 | 1,45 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 263 682 | 2,79 | 18 392 | 6,66 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 10 695 | 46,91 | 746 | 52,35 | ||||
| 2026-05-06 | 13F | Cabot-Wellington, LLC | 316 527 | 3,64 | 22 078 | 7,55 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 5 945 | -0,45 | 415 | 3,24 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 11 717 | 0,26 | 817 | 4,08 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 17 893 | -0,94 | 1 248 | 2,80 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 429 197 | 2,92 | 29 937 | 6,79 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 4 155 | -0,76 | 290 | 2,85 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 16 766 | -2,00 | 1 169 | 1,74 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 5 945 | -1,10 | 0 | |||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 7 324 | -0,20 | 511 | 3,45 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1 544 | 9,27 | 108 | 13,83 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 21 348 | -4,88 | 1 489 | -1,33 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 5 593 | -2,00 | 390 | 1,83 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 11 556 | -0,34 | 806 | 3,47 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 23 045 | 7,99 | 1 607 | 12,06 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 106 101 | 27,52 | 7 401 | 32,33 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 111 787 | -10,85 | 7 797 | -7,49 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 15 781 | -8,75 | 1 101 | -5,34 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 15 776 | -3,17 | 1 100 | 0,46 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2 801 924 | 29,29 | 187 698 | 31,38 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 11 944 | 5,94 | 1 | |||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 13 000 | 907 | ||||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 23 667 | -77,12 | 1 651 | -76,27 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 406 202 | 24,86 | 27 305 | 27,32 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 2 187 140 | 3,46 | 152 553 | 7,35 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 3 572 002 | 17,17 | 249 226 | 21,55 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 13 970 | 0,00 | 974 | 3,73 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 5 480 | 0,00 | 382 | 3,80 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 6 373 | 32,91 | 445 | 37,89 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 46 029 | -0,77 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Nepc Llc | 183 588 | -1,17 | 12 805 | 2,55 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 5 599 | 0,00 | 391 | 3,72 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 19 947 | -11,68 | 1 391 | -8,37 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9 113 | 0,00 | 636 | 3,76 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 4 413 | -17,65 | 308 | -14,72 | ||||
| 2026-05-11 | 13F | Amitell Capital Pte Ltd | 61 057 | 93,12 | 4 259 | 100,38 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 469 500 | 20,48 | 32 748 | 125 850,00 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 97 618 | -0,02 | 6 809 | 3,73 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53 434 | 13,90 | 3 707 | 17,54 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 733 | 0,00 | 51 | 4,08 | ||||
| 2026-04-06 | 13F | CX Institutional | 16 690 | -6,10 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 158 | 11 | ||||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 51 748 | 5,29 | 4 | 33,33 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1 791 143 | 20,70 | 120 580 | 20,88 | ||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 1 020 000 | 2,72 | 71 145 | 6,59 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 4 222 | 0,00 | 294 | 3,89 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 8 067 | -9,63 | 563 | -6,33 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 7 245 | 1,39 | 505 | 5,21 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 11 749 | -0,28 | 819 | 3,54 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 19 678 | 0,17 | 1 373 | 3,94 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 59 015 | -11,29 | 4 116 | -7,94 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 31 897 | 2 225 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 13 284 | -30,01 | 927 | -27,37 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 191 210 | -0,77 | 13 337 | 2,96 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 20 804 | 0,00 | 1 451 | 3,79 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 424 155 | -45,25 | 29 585 | -43,19 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 121 363 | -9,82 | 8 | -11,11 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 2 444 | 70,19 | 170 | 77,08 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 16 588 | 13,49 | 1 157 | 17,82 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 39 874 | -1,42 | 2 781 | 2,28 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 118 272 | 4,64 | 8 249 | 8,58 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5 287 290 | 310,70 | 368 788 | 326,16 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 9 620 | 0,03 | 671 | -1,61 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 839 785 | 47,27 | 58 575 | 52,82 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 11 556 | 189,84 | 806 | 200,75 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 17 153 | -0,22 | 1 196 | 3,55 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 187 818 | 68,02 | 13 100 | 74,36 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 32 | 0,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 49 311 | 10,43 | 3 439 | 14,60 | ||||
| 2026-02-10 | 13F | Rational Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 3 718 473 | 259 363 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 110 760 | 41,66 | 7 726 | 47,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 4 712 | 58,92 | 329 | 52,56 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 14 552 | 10,33 | 1 015 | 14,43 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 68 180 | -2,87 | 4 756 | 0,78 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 10 755 | 0,00 | 750 | 3,88 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 11 157 | 0,02 | 778 | 3,87 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 341 | 0,00 | 24 | 4,55 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 349 281 | -4,67 | 163 862 | -1,08 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 18 098 | 1,02 | 1 262 | 4,82 | ||||
| 2026-04-22 | 13F | Vicus Capital | 160 057 | -9,44 | 11 164 | -6,03 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 286 067 | 53,19 | 22 019 | 67,32 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 10 192 | -4,52 | 711 | -0,98 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 85 239 | 2,46 | 5 945 | 6,31 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 233 174 | 8,28 | 16 264 | 12,35 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 5 691 | 4,38 | 397 | 8,20 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 485 232 | -2,03 | 33 845 | 1,65 | ||||
| 2026-05-01 | 13F | University of Pittsburgh - Of the Commonwealth System of Higher Education | 1 933 838 | 0,00 | 134 885 | 3,76 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 31 386 | 22,19 | 2 189 | 26,83 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5 175 | 3,11 | 361 | 6,82 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 68 474 | -9,29 | 4 777 | 95 420,00 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 285 | -20,17 | 20 | -17,39 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 661 | -11,39 | 46 | -8,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 335 900 | 7,65 | 23 429 | 11,70 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 173 761 | 7,93 | 12 120 | 12,00 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 26 316 | -0,96 | 1 836 | 2,74 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 27 249 | -16,54 | 1 901 | -13,40 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 135 526 | 5,73 | 9 453 | 9,70 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 70 | 0 | ||||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 30 | -86,11 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | Call | 186 609 | 13 016 | |||||
| 2026-05-05 | 13F | UBS Group AG | 37 646 267 | 161,66 | 2 625 827 | 171,51 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 12 925 | 902 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2 451 | 9,32 | 171 | 13,33 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 13 274 | -47,82 | 926 | -45,91 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 384 | 0,00 | 27 | 4,00 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 137 083 | 0,17 | 9 562 | 3,94 | ||||
| 2026-05-15 | 13F | Chai Trust Co Llc | 594 544 | 0,00 | 41 469 | 3,76 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 120 029 | 4,90 | 8 372 | 8,85 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 16 446 | 9,86 | 1 147 | 14,02 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 26 396 | 20,62 | 1 841 | 25,15 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1 562 950 | 15,23 | 109 015 | 19,57 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 124 107 | -11,76 | 8 656 | -8,43 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 264 491 | -2,70 | 18 448 | 0,96 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 12 727 | 888 | ||||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 79 720 | -30,65 | 4 324 | -44,03 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 201 | 0,00 | 84 | 3,75 | ||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 118 235 | 1,51 | 8 247 | 5,33 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 242 | -5,10 | 17 | -5,88 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 266 241 | -4,28 | 18 570 | -0,68 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 53 916 | 3,35 | 3 760 | 7,15 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 155 554 | 0,95 | 10 850 | 4,75 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 3 974 | 0,00 | 277 | 3,75 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 89 425 | 5,16 | 6 237 | 9,11 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 5 608 | 6,66 | 391 | 10,76 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 295 306 | 6,36 | 20 598 | 10,36 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 16 559 | 7,18 | 1 155 | 11,18 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 209 199 | 43,92 | 14 592 | 49,34 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 158 237 | 0,51 | 11 037 | 4,30 | ||||
| 2026-04-27 | 13F | Nationwide Fund Advisors | 3 801 904 | -7,05 | 265 183 | -3,55 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 9 020 598 | 29,50 | 629 187 | 34,37 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8 087 | 9,43 | 564 | 13,71 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 6 307 | 50,67 | 440 | 56,23 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 15 789 | 9,21 | 1 101 | 13,39 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3 605 987 | -7,57 | 252 | -4,20 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 20 847 | 843,73 | 1 454 | 882,43 | ||||
| 2026-05-14 | 13F | Inherent Management Corp. | 415 605 | 0,00 | 28 988 | 3,77 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 3 225 | -7,43 | 225 | -4,27 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 3 579 | 250 | ||||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 119 070 | 1,38 | 8 305 | 5,21 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 87 434 | 2,37 | 6 099 | 6,22 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 696 636 | -5,93 | 53 620 | 7,71 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 13 923 | -0,49 | 971 | 3,30 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 221 123 | -6,11 | 15 423 | -2,58 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 21 371 | 0,00 | 1 491 | 3,76 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1 964 | 0,00 | 137 | 3,03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 51 816 | 77,61 | 3 614 | 84,29 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 5 617 | 18,80 | 392 | 23,34 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 45 915 | -18,56 | 3 203 | -15,49 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 81 078 | -1,04 | 5 655 | 2,69 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 134 910 | -57,52 | 10 536 | -50,65 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 96 689 | 2,47 | 6 744 | 6,34 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 168 232 | 7,07 | 11 734 | 11,10 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 286 188 | 16,68 | 19 993 | 21,26 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5 559 794 | -1,88 | 387 796 | 1,81 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 5 209 | 0,54 | 363 | 4,31 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 133 729 | 35,30 | 9 328 | 40,38 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 4 535 | 15,28 | 316 | 19,70 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 80 | -98,11 | 6 | -98,25 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 3 760 | 0,00 | 262 | 3,97 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 34 845 | 2 430 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 13 688 | -4,69 | 955 | -1,14 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 6 379 | 1,13 | 445 | 4,72 | ||||
| 2026-04-13 | 13F | Arwa Llc | 31 976 | -19,60 | 2 364 | -11,56 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 700 | 49 | ||||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 2 267 | -0,87 | 158 | 3,27 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | One Day In July LLC | 12 858 | 6,22 | 897 | 10,21 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 185 574 | 61,39 | 12 944 | 67,46 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 137 669 | -2,99 | 9 602 | 0,66 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 33 529 | -1,49 | 2 339 | 2,23 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 100 060 | 2,34 | 6 979 | 6,19 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 27 275 | -3,95 | 1 902 | -0,31 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 27 151 | 88,27 | 1 894 | 95,36 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 4 639 | 324 | ||||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 77 578 | 5 411 | ||||||
| 2026-04-22 | 13F | apricus wealth, LLC | 5 275 | 3,43 | 368 | 7,31 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 277 522 | 7,42 | 19 357 | 11,46 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 475 080 | 0,35 | 33 137 | 4,13 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 199 650 | -69,84 | 13 926 | -68,71 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 7 095 | -0,13 | 495 | 3,56 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 9 297 033 | 4,11 | 648 468 | 8,03 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 99 952 | -3,30 | 6 972 | -5,25 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 3 180 698 | 0,22 | 221 854 | 3,99 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 78 390 | -2,97 | 5 468 | 0,68 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 19 059 | 0,40 | 1 329 | 4,15 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 3 448 | 21,71 | 240 | 10,60 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 766 809 | -0,82 | 53 485 | 2,92 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 107 683 | -2,82 | 7 511 | 0,85 | ||||
| 2026-05-14 | 13F | Ssi Investment Management Llc | 142 537 | -24,22 | 9 942 | -21,38 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 31 835 | 2,77 | 2 220 | 6,63 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 14 055 | -2,26 | 980 | 1,45 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 5 480 | 5,57 | 382 | 9,77 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 5 087 | 0,00 | 355 | 3,81 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 12 479 | -0,20 | 870 | 3,57 | ||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 3 313 829 | -36,61 | 231 | -34,19 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 2 816 | 0,00 | 189 | 2,16 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | 230 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1 320 | 39,39 | 92 | 46,03 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3 709 | 11,75 | 259 | 15,70 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 12 | -97,46 | 1 | -100,00 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 7 286 | 125,57 | 508 | 134,10 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7 140 | -69,33 | 480 | -68,77 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 158 | -20,20 | 11 | -23,08 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 16 161 | -14,22 | 1 127 | -10,98 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 4 359 | 362 | ||||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 27 837 | 53,09 | 1 921 | 60,27 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2 238 | 156 | ||||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 11 589 | 9,18 | 808 | 13,32 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 3 436 | -84,05 | 240 | -83,49 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 9 547 | 0,00 | 666 | 3,74 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 12 236 | -4,69 | 853 | -1,04 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 10 841 | 48,12 | 756 | 53,97 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 3 508 | 245 | ||||||
| 2026-05-14 | 13F | JustInvest LLC | 9 953 | 51,68 | 694 | 57,37 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 31 383 | -20,96 | 2 189 | -17,99 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 361 398 | -0,39 | 25 207 | 3,36 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 24 734 | 5,10 | 1 725 | 9,11 | ||||
| 2026-05-12 | 13F | Creative Planning | 77 654 854 | 1,81 | 5 416 426 | 5,64 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 584 263 | -4,27 | 40 752 | -0,67 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 166 397 | 6,15 | 11 606 | 10,15 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 125 774 | -6,78 | 8 773 | -3,27 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 9 066 | 632 | ||||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 3 410 | -10,99 | 238 | -7,78 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 369 821 | 12,58 | 26 | 13,64 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 168 454 | -4,63 | 11 750 | -1,04 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 165 905 | 11 572 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 448 274 | -6,79 | 31 267 | -3,28 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 3 562 | -1,74 | 248 | 2,06 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 15 012 | 7,96 | 1 047 | 12,10 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 4 631 | 0,00 | 323 | 3,86 | ||||
| 2026-05-11 | 13F | Commerce Bank | 784 033 | 26,72 | 54 686 | 31,49 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 692 | -85,88 | 48 | -85,41 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 32 662 | -1,45 | 2 278 | 2,29 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 1 409 584 | 9,58 | 98 318 | 13,70 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1 515 | 0,00 | 106 | 3,96 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 13 113 | 14,73 | 915 | 19,01 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 33 312 | -1,79 | 2 324 | 1,93 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 205 | 0,00 | 14 | 7,69 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 6 317 | 0,00 | 441 | 3,77 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 623 399 | -22,44 | 43 482 | -19,52 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 157 | 0,00 | 11 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 879 | 0,00 | 61 | 3,39 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1 072 | 75 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 13 677 | 82,48 | 954 | 89,46 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 155 412 | 20,00 | 10 840 | 24,53 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 65 304 | 407,77 | 4 559 | 427,55 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 3 927 | 274 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 103 225 | 51,69 | 7 200 | 57,39 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 15 667 | 0,28 | 1 093 | 4,00 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 5 569 | 388 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3 557 | 10,67 | 248 | 14,81 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 61 371 | -24,96 | 4 281 | -22,14 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 10 | 11,11 | 1 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 357 051 | 3,89 | 95 | 8,05 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 92 545 | 2,95 | 6 455 | 6,82 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 910 905 | -7,38 | 63 536 | -3,89 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 56 019 | 0,03 | 3 907 | 3,80 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 11 740 | 10,46 | 819 | 14,57 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 4 842 | -5,23 | 338 | -1,75 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 6 376 | -16,30 | 445 | -13,28 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 64 116 | -2,60 | 4 472 | 1,06 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 6 221 | -0,92 | 418 | -0,95 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 7 364 | 0,00 | 514 | 3,64 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 4 293 | 0,00 | 299 | 3,82 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 3 552 | 248 | ||||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 749 | 0,00 | 52 | 4,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 37 379 | 405,05 | 2 627 | 428,57 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | EFG International AG | 28 997 | 2 023 | ||||||
| 2026-04-13 | 13F | Cordant, Inc. | 46 166 | -1,01 | 3 220 | 2,71 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 18 959 | 3,99 | 1 322 | 7,92 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 25 217 | -51,58 | 1 365 | 45 400,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 65 098 | 40,43 | 4 541 | 48,61 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 45 716 | 3 189 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1 060 953 | 25,62 | 74 002 | 30,35 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 49 | 0,00 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 6 885 | 18,73 | 463 | 19,02 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 65 048 | -7,60 | 4 537 | -4,12 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1 327 | 2,31 | 93 | 5,75 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1 195 | 0,00 | 92 | 6,98 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 9 007 | 10,65 | 628 | 14,81 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 3 547 | 0,00 | 247 | 3,78 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 5 013 | -9,28 | 350 | -5,93 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 90 904 | -32,58 | 6 341 | -30,05 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 12 943 | 0,00 | 903 | 3,68 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 20 057 125 | 8,02 | 1 361 822 | 9,10 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2 003 455 | 0,10 | 135 925 | 1,05 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 9 882 | -90,98 | 689 | -90,64 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 6 828 | 0,00 | 476 | 3,93 | ||||
| 2026-05-07 | 13F | First National Trust Co | 181 906 | 422,67 | 12 688 | 442,41 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 79 807 | 15,31 | 5 567 | 19,65 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 48 162 | -2,11 | 3 609 | -2,83 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 143 | -94,95 | 10 | -95,26 | ||||
| 2026-01-05 | 13F | Catherine Avery Investment Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 13 647 | 0,00 | 952 | 3,71 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 10 528 | 734 | ||||||
| 2026-01-15 | 13F | Rockland Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1 055 | -0,09 | 74 | 4,29 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 24 808 | 9,25 | 1 730 | 13,37 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 46 301 | 363,33 | 3 229 | 381,22 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 3 244 | 226 | ||||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 3 035 | -22,79 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1 713 | 2,09 | 119 | 6,25 | ||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 4 000 | 279 | ||||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 12 669 | -8,05 | 884 | -4,64 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 41 687 | -0,96 | 2 908 | 2,76 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 670 | -40,97 | 47 | -39,47 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 11 690 | -0,86 | 815 | 2,90 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9 521 | 24,59 | 664 | 29,43 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 205 488 | -0,10 | 14 333 | 3,66 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 251 | 0,00 | 18 | 6,25 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 47 861 | -9,76 | 3 338 | -6,37 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 198 992 | 2 268,67 | 13 880 | 2 360,82 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 4 570 | 319 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 14 716 | 19,24 | 1 026 | 26,20 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 37 629 | 18,67 | 2 625 | 23,13 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 22 401 | -1,12 | 1 562 | 3,79 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 9 204 | 14,46 | 642 | 16,97 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 105 234 | -21,47 | 7 340 | -18,51 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 5 040 | -30,31 | 352 | -27,78 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 4 951 | 2,25 | 345 | 6,15 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 49 536 | 62,48 | 3 455 | 68,62 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 3 405 | 11,97 | 238 | 16,18 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 15 014 | -11,28 | 1 178 | 3,61 | ||||
| 2026-05-26 | 13F | Peak Planning Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 3 886 | 17,12 | 271 | 21,52 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 2 922 | 204 | ||||||
| 2026-05-12 | 13F | Bitterroot Capital Advisors Llc | 2 628 | 0,00 | 183 | 3,98 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 153 917 | -1,82 | 10 736 | 1,88 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 454 | 0,00 | 32 | 3,33 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2 657 | -0,52 | 185 | 3,35 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 159 | 11 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 76 367 | 5 327 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 269 | 0,00 | 19 | 5,88 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 125 776 | 182,13 | 8 773 | 192,79 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 63 610 | 0,39 | 4 437 | 4,16 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 51 578 | 56,29 | 3 582 | 61,38 | ||||
| 2026-05-14 | 13F | Main Management ETF Advisors, LLC | 497 980 | 18,88 | 35 | 21,43 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 1 028 156 | 4,12 | 71 714 | 8,03 | ||||
| 2026-04-24 | 13F | United Community Bank | 963 | 0,00 | 67 | 4,69 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 61 572 | -3,78 | 4 295 | -0,16 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 471 | -5,23 | 33 | -3,03 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 356 152 | -8,66 | 24 842 | -5,22 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 16 688 | 0,00 | 1 164 | 3,75 | ||||
| 2026-05-06 | 13F | CNB Bank | 261 | 0,00 | 18 | 5,88 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 109 429 | -0,35 | 7 633 | 3,40 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 489 467 | 62,55 | 32 902 | 65,76 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 230 152 | 1,77 | 16 053 | 5,60 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 3 145 | 0,00 | 219 | 0,92 | ||||
| 2026-05-06 | 13F | Everest Management Corp. | 5 286 | 19,32 | 369 | 23,91 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 113 515 | -5,45 | 7 918 | -1,90 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 579 438 | 2,97 | 40 416 | 6,84 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 40 264 | 0,00 | 2 808 | 3,77 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 277 958 | 30,24 | 19 388 | 35,14 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 397 | 0,00 | 104 | 0,00 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 297 448 | 2,17 | 20 733 | 5,98 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 7 332 | 62,57 | 511 | 68,65 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 200 839 | -5,19 | 14 009 | -1,62 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 11 278 | -2,58 | 787 | 1,03 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 15 335 | 1 070 | ||||||
| 2026-05-08 | 13F | Aviso Wealth Management | 5 068 | 0,00 | 353 | 3,82 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 647 368 | 100,00 | 42 532 | 100,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1 040 370 | 1,67 | 73 | 5,88 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 183 | 0,00 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 1 313 | 92 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 57 342 | -6,55 | 4 000 | -3,03 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 17 006 | -49,14 | 1 186 | -47,22 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 3 191 | -6,83 | 223 | -3,48 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 7 483 | -7,00 | 522 | -3,52 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 20 887 | 1 457 | ||||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 504 | 278,95 | 35 | 337,50 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 1 636 819 | 53,10 | 114 168 | 58,86 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1 778 | 124 | ||||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 21 453 | 0,00 | 1 496 | 3,74 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 4 007 | 0,00 | 279 | 3,72 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 16 054 | -36,16 | 1 120 | -33,75 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 8 750 | 610 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 10 822 | 3,34 | 755 | 7,25 | ||||
| 2026-05-13 | 13F | Summitas Investment Management LLC | 76 961 | -32,00 | 5 368 | -29,43 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 15 109 | 1,62 | 1 054 | 5,41 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 16 259 | -1,38 | 1 134 | 2,35 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 28 991 | -4,45 | 2 022 | -0,83 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 612 121 | -1,63 | 42 695 | 2,08 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 150 782 | 9,51 | 10 517 | 13,53 | ||||
| 2026-05-15 | 13F | Eight 31 Financial Llc | 35 650 | 1,84 | 2 487 | 5,65 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 318 | 0,00 | 19 | 0,00 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 133 579 | 28,98 | 9 317 | 33,85 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1 642 001 | -22,96 | 114 530 | -20,06 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 9 424 | 0,00 | 657 | 3,79 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 22 882 | -1,47 | 1 596 | 2,24 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 14 873 | -19,36 | 1 037 | -16,30 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1 402 | 5,41 | 94 | 8,05 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 7 123 | -83,67 | 497 | -83,08 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 28 784 | 66,19 | 2 316 | 98,88 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 27 237 | -5,78 | 1 900 | -2,26 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 13 157 | -2,07 | 918 | 1,55 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 66 539 | 15,07 | 4 641 | 19,40 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 8 126 | -2,30 | 567 | 1,25 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 612 | 0,00 | 43 | 2,44 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 172 854 | 45,39 | 12 | 71,43 | ||||
| 2026-05-11 | 13F | Haverford Financial Services, Inc. | 10 840 | 0,00 | 756 | 3,85 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 50 945 | 8,46 | 3 553 | 12,54 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 19 299 | 2,97 | 1 346 | 6,91 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 9 335 | 1,21 | 651 | 5,17 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 156 103 | -1,07 | 10 888 | 2,66 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 120 588 | 8 411 | ||||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 20 781 | 13,53 | 1 449 | 17,80 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 83 | -1,19 | 6 | 0,00 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 3 219 | 0,00 | 225 | 3,70 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 4 070 | 4,25 | 284 | 8,02 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 608 | 0,00 | 42 | 5,00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 161 062 | 4,55 | 11 234 | 8,50 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 5 032 | 1,82 | 351 | 5,42 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 68 541 | 2,46 | 4 781 | 6,32 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 200 011 | 1,71 | 13 951 | 5,54 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 844 | 0,72 | 59 | 3,57 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 44 423 | -5,90 | 3 098 | -2,36 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 14 314 | 28,53 | 998 | 33,42 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 10 996 | 138,73 | 767 | 147,90 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1 120 958 | -3,97 | 78 187 | -0,35 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 251 369 | 17 530 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 26 425 | 0,22 | 1 843 | 4,01 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 30 012 | 2 093 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 12 892 | 13,17 | 899 | 17,52 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 6 367 | 0,00 | 444 | 3,98 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 27 049 | 24,99 | 1 887 | 29,71 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 12 999 | -95,92 | 907 | -95,78 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 100 652 | -2,54 | 7 | 16,67 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 257 050 | -0,94 | 17 929 | 2,79 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 674 | 0,00 | 47 | 4,44 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 20 713 | 1 445 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 1 685 804 | 21,27 | 117 585 | 25,84 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1 296 578 | -24,60 | 90 436 | -21,76 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 1 291 | 5,22 | 0 | |||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1 851 640 | -5,53 | 129 152 | -1,98 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 22 | -88,48 | 2 | -91,67 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 39 872 | 2,03 | 2 781 | 5,90 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 8 100 | -5,27 | 565 | -1,57 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 1 246 | 87 | ||||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 7 363 | 0,00 | 514 | 3,85 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 93 165 | -0,30 | 6 498 | 3,45 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 2 266 | 525,97 | 158 | 554,17 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 49 048 | 0,70 | 3 421 | 4,49 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 43 537 | 3 037 | ||||||
| 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 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 10 175 | -16,60 | 710 | -13,54 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 19 | 0,00 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 53 511 | 24,45 | 3 732 | 29,13 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 91 912 | 68,09 | 6 411 | 74,42 | ||||
| 2026-05-14 | 13F | Bank of Marin | 12 608 | 17,89 | 879 | 22,42 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 603 973 | -0,94 | 42 127 | 2,79 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 4 382 | 1,84 | 306 | 5,54 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 17 453 | -21,50 | 1 217 | -18,54 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 508 | 0,00 | 35 | 2,94 | ||||
| 2026-04-08 | 13F | KWB Wealth | 404 985 | -1,32 | 27 223 | -1,32 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 19 486 | -51,07 | 1 359 | -49,23 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 144 577 | 8,39 | 10 084 | 12,47 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 21 149 | -9,21 | 1 475 | -5,75 | ||||
| 2026-05-11 | 13F | Ogorek Anthony Joseph /ny/ /adv | 67 | -1,47 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 372 | 0,00 | 26 | 0,00 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 35 585 | 11,95 | 2 482 | 16,20 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 219 869 621 | 26,92 | 15 335 906 | 31,70 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 148 001 | -1,90 | 12 144 | 19,74 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 289 | 0,00 | 20 | 5,26 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 3 999 | -5,17 | 279 | -1,77 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 28 469 | 14,00 | 2 191 | 30,57 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 50 621 591 | 2,45 | 3 530 856 | 6,30 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 295 192 | -9,84 | 20 590 | -14,64 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 11 176 | 0,00 | 780 | 3,73 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 126 259 202 | 22,83 | 8 806 579 | 27,45 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 9 053 | -7,74 | 631 | -4,25 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 9 216 | -11,52 | 643 | -8,29 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 89 447 | 0,91 | 6 239 | 4,70 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 25 689 | 7,82 | 1 792 | 179 000,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 14 199 | 93,37 | 990 | 100,81 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3 946 368 | 11,47 | 275 260 | 15,67 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 42 357 | 7,10 | 2 954 | 11,14 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 428 | 448,72 | 30 | 480,00 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 571 | 0,00 | 0 | |||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 12 975 | -9,70 | 905 | -6,22 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 1 117 367 | -3,13 | 77 936 | 0,51 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 762 | -24,48 | 53 | -20,90 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 6 221 | -2,95 | 434 | 0,70 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 38 169 | 12,24 | 2 662 | 16,50 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 41 788 | 54,33 | 2 915 | 60,11 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 64 414 | 433,85 | 4 493 | 453,88 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 85 757 | 14,79 | 5 982 | 19,12 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 328 | 0,00 | 23 | 0,00 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 12 766 | 57,12 | 890 | 63,00 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 17 435 | 1,59 | 1 216 | 5,46 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 24 330 | 11,93 | 1 697 | 16,15 | ||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 5 854 | 5,78 | 408 | 9,68 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 6 785 | 61,09 | 473 | 67,14 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 10 568 | -0,17 | 737 | -0,54 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 12 180 | 3,43 | 850 | 7,33 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 465 | 1 034,15 | 32 | 1 500,00 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 323 589 | 4,86 | 22 570 | 8,81 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 44 928 | -59,29 | 3 134 | -57,76 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 19 820 | -6,71 | 1 382 | -3,22 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 127 621 | 8 902 | ||||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 25 043 | 9,42 | 1 747 | 13,52 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 120 852 | 269,00 | 8 426 | 282,78 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Quent Capital, LLC | 896 948 | 1,76 | 62 562 | 5,59 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 114 429 | -6,36 | 7 981 | -2,82 | ||||
| 2026-05-15 | 13F | Axa S.a. | 154 400 | 0,00 | 10 769 | 3,77 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 608 004 | -23,54 | 42 | -20,75 | ||||
| 2026-05-14 | 13F | De Burlo Group Inc | 125 950 | -71,42 | 8 785 | -70,34 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 180 | 0,00 | 13 | 0,00 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 111 575 | 4,67 | 7 782 | 8,61 |
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