Podstawowe statystyki
| Właściciele instytucjonalni | 1792 total, 1784 long only, 1 short only, 7 long/short - change of 0,96% MRQ |
| Średnia alokacja portfela | 0.5235 % - change of -2,48% MRQ |
| Akcje instytucjonalne (długie) | 229 345 396 (ex 13D/G) - change of 4,40MM shares 1,96% MRQ |
| Wartość instytucjonalna (długa) | $ 19 513 040 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Vanguard Specialized Funds - Vanguard Real Estate ETF (GB:0LOD) posiada 1792 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 229,345,396 akcji. Do największych akcjonariuszy należą Empower Advisory Group, LLC, Northwestern Mutual Wealth Management Co, Creative Planning, Bank Of America Corp /de/, Wealthfront Advisers Llc, Morgan Stanley, State of New Jersey Common Pension Fund D, Jpmorgan Chase & Co, Gallagher Fiduciary Advisors, LLC, and Us Bancorp \de\ .
Vanguard Specialized Funds - Vanguard Real Estate ETF (LSE:0LOD) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-07 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 6 028 | 0,02 | 535 | 0,19 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 174 117 | 20,10 | 15 444 | 20,38 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 93 988 | -2,12 | 8 208 | -3,41 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16 011 | -0,68 | 1 417 | -3,87 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 2 826 | 251 | ||||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 26 242 | -15,26 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2 719 | -1,95 | 241 | -1,63 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 4 979 | 442 | ||||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 14 095 | 0,03 | 1 250 | 0,32 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 2 500 | 0 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 61 338 | -1,67 | 5 441 | -1,43 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 31 055 | 45,69 | 2 755 | 46,02 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 83 | 7 | ||||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 3 302 | 12,12 | 292 | 8,55 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 127 | 0,79 | 0 | |||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 7 607 | 48,55 | 675 | 48,79 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 23 424 | 0,70 | 2 078 | 0,92 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 253 269 | 22 465 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 13 679 | 1 213 | ||||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 101 903 | 3,89 | 9 039 | 4,12 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 183 400 | 17,56 | 16 268 | 14,65 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 105 489 | 3,29 | 9 357 | 3,53 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6 003 | 30,56 | 532 | 31,03 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 488 | 0,00 | 43 | 0,00 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 22 805 | 117,27 | 2 025 | 117,63 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 2 646 | -3,04 | 235 | -2,90 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 15 745 | -5,20 | 1 397 | -4,97 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 83 | 0,00 | 7 | 0,00 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 209 248 | -1,00 | 18 560 | -0,76 | ||||
| 2026-04-21 | 13F | Maseco Llp | 11 439 | 1,10 | 1 014 | 1,30 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 1 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 5 174 | -12,33 | 459 | -12,26 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 2 683 | 0,00 | 238 | 0,00 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 2 722 | -4,76 | 241 | -4,37 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 32 | 0,00 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 3 197 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 3 660 600 | 2,44 | 324 695 | 2,68 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 100 600 | -19,67 | 8 923 | -19,47 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 2 765 | 0,00 | 245 | 0,41 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 17 485 | 2,05 | 1 551 | 2,24 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 2 886 | 0,00 | 256 | 0,00 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 82 125 | 8,43 | 7 284 | 8,68 | ||||
| 2026-04-29 | 13F | Invested Advisors | 6 127 | 4,04 | 543 | 4,22 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 91 | 33,82 | 8 | 33,33 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 265 | 0,00 | 24 | 0,00 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 1 182 | 0,00 | 105 | 0,00 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1 112 | 0,00 | 99 | 0,00 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 187 509 | 6,77 | 16 632 | 7,03 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 18 665 | -20,78 | 1 656 | -20,59 | ||||
| 2026-02-17 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 11 666 | -19,09 | 1 035 | -18,90 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 849 | 0,00 | 75 | 0,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 15 252 | 26,77 | 1 353 | 27,07 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 22 547 | -4,28 | 2 000 | -4,08 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 99 764 | 219,78 | 8 828 | 209,54 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 22 848 | -7,54 | 2 027 | -7,32 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 23 794 | 2,98 | 2 110 | 3,23 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 39 469 | 0,42 | 3 501 | 0,66 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 3 816 | -6,86 | 338 | -6,63 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 7 016 | 1,98 | 681 | 12,01 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 7 016 | -18,01 | 622 | -17,83 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 14 434 | -3,24 | 1 387 | 3,43 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 22 956 | -66,42 | 2 023 | -66,74 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 4 308 | -4,29 | 382 | -4,02 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 45 430 | 74,36 | 4 030 | 74,79 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 38 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 11 439 | 1,87 | 1 015 | 2,11 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4 221 | 374 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9 558 | 6,83 | 848 | 7,08 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 6 900 | -78,23 | 612 | -78,18 | |||
| 2026-05-14 | 13F | Peak6 Llc | Put | 7 900 | 33,90 | 701 | 34,10 | |||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 33 702 | 10,40 | 2 989 | 10,66 | ||||
| 2026-05-14 | 13F | Peak6 Llc | 4 148 | 368 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 40 595 | 40,09 | 3 601 | 40,41 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 76 114 | -0,67 | 6 751 | -0,43 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 2 551 | 226 | ||||||
| 2026-05-11 | 13F | Fairfield University | 215 774 | 1,08 | 19 139 | 1,32 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 3 854 | -2,03 | 342 | -2,01 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 24 691 | -3,88 | 2 190 | -3,65 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 7 457 | 0,00 | 661 | 0,30 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 10 572 | -1,39 | 938 | -1,16 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 8 467 | 751 | ||||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 2 472 | 219 | ||||||
| 2026-04-24 | 13F | Deltec Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 58 | 0,00 | 5 | 0,00 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 7 570 | -1,68 | 671 | -1,47 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 6 771 | 9,90 | 601 | 10,09 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 114 420 | 10,41 | 10 149 | 10,68 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 245 563 | 140,15 | 21 781 | 140,73 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 64 763 | -3,06 | 5 744 | -5,94 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 348 | -20,91 | 0 | |||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 31 301 | 0,01 | 2 776 | 0,25 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 59 678 | 17,06 | 5 293 | 17,34 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 4 308 | -8,20 | 382 | -7,95 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 746 | 0,00 | 66 | 0,00 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 106 878 | 7,43 | 10 370 | 13,92 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7 564 | -0,70 | 671 | -0,59 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 5 588 | 12,89 | 496 | 13,01 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 34 501 | 9,01 | 3 060 | 9,29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 23 999 | 46,50 | 2 129 | 46,86 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 2 369 | 0,00 | 210 | 0,48 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 34 184 | 1,61 | 3 032 | 1,88 | ||||
| 2026-05-07 | 13F | Fidato Wealth LLC | 7 931 | -0,99 | 703 | -0,71 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11 347 | -27,38 | 1 006 | -27,21 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 11 | -90,09 | 1 | -100,00 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 227 724 | -4,53 | 20 199 | -4,30 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 63 359 | -10,84 | 5 620 | -11,15 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 2 | 0 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1 710 | -3,77 | 0 | |||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 11 639 | 108,43 | 1 016 | 104,02 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 759 | 72,89 | 67 | 76,32 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 64 919 | -1,28 | 5 758 | -1,05 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 14 527 | -5,26 | 1 289 | -5,01 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 3 229 | 0,00 | 286 | 0,35 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 106 605 | 5,98 | 10 145 | 11,53 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 13 435 | -17,25 | 1 192 | -17,06 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 16 622 | -7,08 | 1 474 | -6,83 | ||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 18 575 | -3,16 | 1 648 | -2,95 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12 681 | 12,30 | 1 125 | 12,51 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 3 805 | -9,75 | 337 | -9,65 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 11 621 | -2,15 | 1 031 | -1,90 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 262 380 | 2,12 | 23 273 | 2,37 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 107 | 67,19 | 10 | 100,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 90 969 | 1,04 | 8 070 | 1,28 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 4 522 | 0,00 | 401 | 0,25 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 19 827 | -0,45 | 1 759 | -4,30 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 113 440 | -0,77 | 10 062 | -0,52 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 48 326 | 21,44 | 4 287 | 21,73 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 103 616 | 1,33 | 9 191 | 1,57 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 519 | -5,46 | 46 | -4,17 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 16 742 | -3,49 | 1 485 | -3,26 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 20 120 | 26,63 | 1 780 | 22,59 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 109 381 | 0,52 | 9 702 | 0,76 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 4 276 | 0,00 | 379 | 0,26 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 276 709 | 9,51 | 24 544 | 9,77 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 683 | -18,79 | 61 | -18,92 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 32 924 | 9,74 | 2 920 | 10,02 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 34 949 | 1,53 | 3 100 | 1,74 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4 637 | 4,51 | 411 | 4,85 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 2 007 | 28 571,43 | 178 | |||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 54 798 | -2,30 | 4 861 | -5,36 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 2 459 | 0,00 | 218 | 0,46 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 12 100 | -42,33 | 1 073 | -42,19 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 6 628 | -30,83 | 588 | -30,70 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 2 548 | 0,00 | 226 | 0,44 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 1 203 | -6,16 | 107 | -6,19 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 25 025 | 2,14 | 2 220 | 2,35 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 16 749 | 3,25 | 1 486 | 3,48 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5 480 | -33,20 | 508 | -29,93 | ||||
| 2026-04-29 | 13F | Delta Capital Management Llc | 3 000 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 19 704 | 16,21 | 1 748 | 16,47 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 1 130 | 100 | ||||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 5 298 | 0,00 | 470 | 0,21 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 56 136 | -8,18 | 4 979 | -7,95 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 16 743 | 1 462 | ||||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 849 940 | 1,06 | 75 390 | 1,30 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 4 233 | 1,05 | 376 | 1,35 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1 260 | 0,00 | 112 | 0,00 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 3 268 | 0,09 | 290 | 0,35 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 10 425 | 0,00 | 967 | 4,88 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 2 705 | 0,00 | 240 | 0,00 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 28 745 | 42,06 | 3 | 100,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 254 | 23 | ||||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 9 552 | -1,01 | 1 | |||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 3 728 | -1,51 | 331 | -1,20 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 15 822 | 6,06 | 1 403 | 6,29 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 10 817 | 2,03 | 959 | 2,24 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 12 620 | -17,31 | 1 119 | -17,11 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 57 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Cercano Management LLC | 106 191 | 9 419 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 17 140 | 16,40 | 1 520 | 16,65 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 14 607 | -32,10 | 1 300 | -31,69 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 480 | 0,00 | 43 | 0,00 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 272 | 0,00 | 24 | 0,00 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 2 569 | -8,41 | 228 | -8,47 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 16 482 | -4,39 | 1 462 | -4,20 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 3 285 | 0,00 | 291 | 0,34 | ||||
| 2026-05-15 | 13F | Gillson Capital LP | 107 900 | 10 | ||||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 10 098 | 18,31 | 896 | 18,54 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 11 334 | 101 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 13 195 | 2,86 | 1 170 | 3,08 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 334 | 0,00 | 30 | 0,00 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 66 389 | 2,32 | 5 889 | 2,56 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 4 933 | 477 | ||||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 9 544 | -2,36 | 847 | -2,20 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 745 | 325,71 | 66 | 340,00 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 3 248 | -13,22 | 288 | -12,99 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 144 944 | 1,08 | 12 857 | 1,32 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 12 831 491 | 6,98 | 1 138 153 | 7,23 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 3 000 | 266 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8 474 | -3,49 | 957 | -3,34 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 18 747 | 1,09 | 1 790 | 9,09 | ||||
| 2026-05-15 | 13F | Quarry LP | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 14 524 | -47,94 | 1 288 | -47,81 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | TD Capital Management LLC | 3 956 | 1,07 | 351 | 1,16 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 8 | 1 | ||||||
| 2026-04-28 | 13F | Family CFO Inc | 22 671 | 4,59 | 2 011 | 4,80 | ||||
| 2026-05-11 | 13F | 111 Capital | 49 458 | 4 387 | ||||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 40 667 | -6,43 | 3 607 | -6,19 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 201 | 0,00 | 18 | 0,00 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 4 170 | 370 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 588 | 258,47 | 141 | 258,97 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 133 902 | 2,71 | 11 890 | 3,02 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 5 284 | -2,58 | 469 | -2,50 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3 196 | 126,03 | 284 | 126,40 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 6 707 | -86,02 | 595 | -86,01 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 278 196 | 4,17 | 24 676 | 4,42 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 69 012 | 15,41 | 6 107 | 11,71 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 4 017 | 0,00 | 382 | 7,61 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 4 951 | -14,78 | 439 | -14,59 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 27 741 | 70,37 | 2 633 | 79,54 | ||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 8 989 | 0,71 | 797 | 1,01 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 359 | 13,97 | 32 | 14,81 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 23 238 | 107,48 | 2 061 | 107,97 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 13 594 | -0,64 | 1 206 | -0,41 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 2 718 | -12,41 | 241 | -12,04 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | One Day In July LLC | 34 053 | -8,08 | 3 021 | -7,87 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 190 395 | 1,01 | 16 888 | 1,25 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 695 | 537,61 | 62 | 577,78 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3 | -99,87 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 25 885 | 2,30 | 2 296 | 2,55 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 15 596 | -2,46 | 1 383 | -2,19 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 121 180 | 2,41 | 10 749 | 2,01 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 12 719 | 41,89 | 1 128 | 42,24 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 44 109 | 7,96 | 3 912 | 8,22 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 55 929 | -93,50 | 4 961 | -93,48 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114 083 | 0,90 | 10 110 | 1,14 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2 304 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 375 744 | -39,80 | 33 328 | -39,66 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 537 829 | -11,35 | 47 705 | -11,14 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 400 | 0,00 | 35 | 0,00 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 5 535 | 14,43 | 491 | 14,49 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 27 611 | 22,63 | 2 449 | 22,94 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 9 761 | -0,17 | 866 | 0,00 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 24 015 | -1,25 | 2 130 | -1,02 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 3 543 | 3,54 | 314 | 3,97 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 16 489 | 5,09 | 1 463 | 5,33 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 11 275 | 4,62 | 1 000 | 4,93 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 13 369 | -4,72 | 1 186 | -4,51 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 91 987 | -29,60 | 8 159 | -29,43 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3 088 | -11,90 | 274 | -11,94 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 7 634 | 8,47 | 677 | 8,84 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 43 | -86,52 | 4 | -89,29 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 4 594 | 0,00 | 407 | 0,25 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 13 165 | -5,48 | 1 168 | -5,28 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 175 751 | -1,84 | 15 589 | -1,61 | ||||
| 2026-04-24 | 13F | Whelan Financial | 264 486 | 1,92 | 23 460 | 2,16 | ||||
| 2026-05-06 | 13F | CNB Bank | 963 | 0,00 | 85 | 0,00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 144 972 | -0,87 | 12 829 | -0,87 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 310 | 0,00 | 27 | 0,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 10 243 | 232,56 | 1 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 27 545 | 3,92 | 2 442 | 122 000,00 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 12 018 | -0,15 | 1 066 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 950 636 | 228,41 | 84 468 | 226,34 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 97 | 0 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 10 621 | -24,05 | 942 | -23,85 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 4 451 | -3,43 | 395 | -3,19 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1 700 | 0,00 | 151 | 0,00 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 5 283 | 0,48 | 469 | 0,65 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 2 776 | 0,73 | 246 | 1,23 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 33 930 | 11,57 | 3 010 | 11,82 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 35 052 | -80,09 | 3 109 | -80,69 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3 383 | 7,09 | 300 | 7,53 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2 800 | 248 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 83 152 | 5,81 | 7 376 | 6,05 | ||||
| 2026-04-13 | 13F | Arwa Llc | 2 448 | -13,01 | 227 | -8,84 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 982 | 0,00 | 87 | 1,16 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 80 342 | 0,87 | 7 126 | 1,11 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 8 379 | -6,68 | 743 | -6,42 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 114 760 | 253,61 | 10 179 | 254,55 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 18 755 | 1 664 | ||||||
| 2026-05-15 | 13F | National Philanthropic Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5 681 | -37,46 | 504 | -37,36 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3 598 | -3,07 | 319 | -2,74 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 6 709 | 0,51 | 595 | 0,85 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 4 860 | -1,60 | 431 | -1,37 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4 479 | -93,35 | 396 | -93,56 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 100 | -44,75 | 9 | -50,00 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 25 734 | -0,05 | 2 283 | 0,18 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 31 197 | -10,77 | 2 767 | -10,54 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 65 301 | 38,01 | 5 792 | 38,33 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3 358 966 | -0,35 | 297 940 | -0,11 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 61 486 | -82,51 | 5 | -83,87 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | David Kennon Inc | 84 232 | 2,46 | 7 471 | 2,71 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8 380 | -31,79 | 746 | -31,40 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 49 561 | 1,04 | 4 396 | 1,29 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 78 844 | -18,84 | 1 723 | -79,97 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18 445 | 41,38 | 1 636 | 41,77 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 9 394 | 15,96 | 833 | 16,34 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 17 889 | 0,38 | 1 587 | 0,63 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 27 982 | 1,09 | 2 482 | 1,35 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 6 081 260 | 8 501,99 | 146 | -97,67 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 3 467 | 0,00 | 308 | 0,33 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 132 920 | 1,17 | 9 223 | -22,26 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5 927 | -5,30 | 526 | -5,06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 62 943 | 23,93 | 5 477 | 21,87 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 430 | -11,70 | 38 | -11,63 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 38 219 | 0,56 | 3 390 | -2,50 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 9 595 | -84,75 | 851 | -84,71 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 4 944 | 0,00 | 439 | 0,23 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2 979 | -14,91 | 264 | -14,56 | ||||
| 2026-05-11 | 13F | United Bank | 80 710 | 3,40 | 7 159 | 3,63 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 8 571 | 51,19 | 752 | 50,10 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 42 | 0,00 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 7 058 | 2,14 | 626 | 2,45 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 14 337 | 6,14 | 1 271 | 6,45 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 117 361 | 4,65 | 10 410 | 4,89 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 10 | 1 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 95 720 | 33,46 | 8 490 | 33,79 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 21 401 | -6,61 | 1 898 | -6,36 | ||||
| 2026-04-24 | 13F | Essex LLC | 4 325 | 1,10 | 384 | 1,32 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 4 215 | -6,08 | 374 | -6,05 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 3 124 | 10,27 | 277 | 10,80 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 3 136 | -0,85 | 278 | -0,36 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 11 587 | 1 028 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 15 346 | -2,30 | 1 363 | -2,08 | ||||
| 2026-02-17 | 13F | Lighthouse Investment Partners, LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 10 865 | 14,10 | 964 | 14,37 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 3 148 | 1,06 | 279 | 1,45 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 84 729 | 0,01 | 7 515 | 0,25 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 34 154 | 13,25 | 3 029 | 13,53 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Idaho Trust Bank | 65 599 | 5,83 | 5 819 | 6,09 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 20 739 | 12,01 | 1 840 | 12,27 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | EFG International AG | 1 640 | 0,00 | 145 | 0,00 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 255 | -16,39 | 0 | |||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 3 140 | -23,02 | 279 | -22,99 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 9 181 | 84,32 | 814 | 85,00 | ||||
| 2026-01-27 | 13F | Fiduciary Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Vestcor Inc | 17 155 | 132,17 | 2 | |||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 2 962 | -2,95 | 263 | -2,96 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 2 405 | 0,00 | 213 | 0,47 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 3 362 | 13,47 | 298 | 13,74 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 201 443 | 5,74 | 17 868 | 5,99 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 18 060 | -2,82 | 1 602 | -2,62 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 17 028 | -8,56 | 1 510 | -8,32 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 81 509 | -2,94 | 7 230 | -2,72 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 18 881 | -14,37 | 1 675 | -14,20 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1 525 | 0,99 | 135 | 1,50 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 208 089 | 4,18 | 18 457 | 4,43 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 236 628 | 6,93 | 20 989 | 7,18 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 3 424 | -1,10 | 304 | -0,98 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 15 533 | -2,37 | 1 375 | -5,50 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 15 | 0,00 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 470 | 42 | ||||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 370 | 1,09 | 33 | 0,00 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1 064 | 0,00 | 94 | 0,00 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 63 615 | -2,35 | 5 643 | -2,12 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 2 560 | 0,00 | 227 | 0,44 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 11 450 | -6,15 | 1 016 | -5,93 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 130 | 0,78 | 12 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 280 054 | -13,44 | 113 541 | -13,24 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 42 007 | -35,65 | 3 726 | -35,49 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 23 077 | 2 047 | ||||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 39 340 | 1,87 | 3 489 | 2,11 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 11 614 | -0,49 | 1 030 | -0,19 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 36 834 | 141,68 | 3 267 | 142,36 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 52 367 | -0,98 | 4 656 | -0,49 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 140 179 | -35,86 | 12 434 | -35,71 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 637 628 | 2,79 | 56 558 | 3,03 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 4 781 | 21,35 | 424 | 21,84 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 5 383 | 477 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 6 367 | -10,71 | 565 | -10,48 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 4 825 | 428 | ||||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 9 313 | -6,75 | 826 | -6,46 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 16 632 | -0,35 | 1 475 | -0,07 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 5 649 | -4,51 | 501 | -4,21 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7 616 | -4,33 | 675 | -4,12 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 240 523 | 3,13 | 21 334 | 3,38 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 365 | 0,00 | 32 | 0,00 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 4 758 | 4,00 | 0 | |||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 4 994 | 0 | ||||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 9 582 | 8,85 | 850 | 9,13 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3 835 | -4,96 | 340 | -4,76 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 107 | 1 237,50 | 9 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9 278 | -0,54 | 823 | -0,36 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 12 418 | 1,31 | 1 101 | 110 000,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 666 318 | -7,85 | 59 103 | -7,63 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 3 355 | -5,73 | 0 | |||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 24 568 | 2,43 | 2 179 | 1,87 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 107 594 | 13,78 | 9 544 | 14,04 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 4 500 | 0,00 | 399 | 0,25 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 62 257 | -1,85 | 5 522 | -1,62 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 6 586 | -0,45 | 584 | -0,17 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 375 | 0,81 | 33 | 3,13 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3 907 | -10,59 | 347 | -10,36 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 32 069 | -0,03 | 2 845 | 0,21 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 3 904 | 1,43 | 346 | -1,42 | ||||
| 2026-05-01 | 13F | Lester Murray Antman dba SimplyRich | 15 082 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 16 750 | 0,00 | 1 486 | 0,20 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 3 168 | 4,04 | 281 | 4,46 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 3 000 | 0,00 | 266 | 0,38 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 254 075 | -1,14 | 22 536 | -0,91 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 3 667 | -2,71 | 325 | -2,40 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 2 200 | 0,00 | 195 | 0,52 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 5 627 | 0,00 | 499 | 0,40 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 2 853 | -0,77 | 253 | -0,39 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3 434 | 3,00 | 305 | 3,40 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 125 | 0,00 | 11 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 124 032 | -37,95 | 11 002 | -37,80 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 11 091 | -12,19 | 984 | -12,00 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 20 936 | -1,37 | 1 857 | -1,12 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 4 975 | 22,81 | 441 | 23,18 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 28 977 | 0,73 | 2 570 | 0,98 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 182 890 | 6,32 | 16 222 | 108 046,67 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 36 | 3 | ||||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 11 523 | -24,57 | 1 020 | -27,01 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 3 768 | -6,94 | 334 | -6,70 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 11 056 | -8,08 | 981 | -7,89 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 14 930 | -53,04 | 1 324 | -52,93 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4 645 | -60,12 | 412 | -60,10 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 165 | -99,87 | 11 | -9,09 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 25 084 | 12,21 | 2 225 | 12,44 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 668 | 0,00 | 59 | 0,00 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 2 445 | 0,00 | 217 | 0,00 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 43 613 | -1,74 | 3 868 | -1,50 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 16 054 | 6,64 | 1 424 | 6,91 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 7 754 | 688 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 32 | 3 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Put | 200 000 | 17 740 | |||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3 705 | 63,36 | 324 | 61,50 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 101 482 | 70,15 | 8 940 | 63,98 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1 515 | 0,13 | 134 | 0,75 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3 516 | 5,81 | 312 | 5,78 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 34 859 | 4,99 | 3 092 | 5,28 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 2 353 | 0,43 | 227 | 9,18 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 748 564 | -31,19 | 155 098 | -31,03 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1 254 | 111 | ||||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Alerus Financial Na | 786 | 0,00 | 70 | 0,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 35 366 | -3,78 | 3 137 | -3,54 | ||||
| 2026-05-11 | 13F | Sava Infond d.o.o. | 1 100 | 98 | ||||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 3 839 | 0,00 | 341 | 0,29 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 4 606 | 25,74 | 409 | 25,93 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 113 634 | 100,00 | 10 346 | 100,00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 5 540 | -21,74 | 491 | -21,57 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 115 790 | -19,64 | 10 271 | -19,45 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 3 563 | 0,51 | 316 | 0,96 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 115 | 0,00 | 10 | 0,00 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 9 672 | -0,18 | 858 | 0,00 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 11 | 0,00 | 1 | -100,00 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 5 955 | 0,00 | 528 | 0,38 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 3 387 | 7,22 | 300 | 7,53 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 8 737 | 12,78 | 775 | 12,99 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | First National Trust Co | 3 713 | 0,00 | 329 | 0,30 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15 995 | 1,09 | 1 418 | 1,21 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 17 326 | 2,34 | 1 537 | 2,54 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 97 277 | 17,46 | 8 629 | 17,74 | ||||
| 2026-05-04 | 13F | Del-Sette Capital Management, LLC | 6 745 | 0,00 | 598 | 0,34 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 20 750 | -4,17 | 1 841 | -3,97 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 026 | 8,00 | 180 | 7,83 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 584 | 9,16 | 52 | 8,51 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 7 232 | -32,89 | 641 | -32,74 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 32 829 | 20,49 | 2 912 | 20,79 | ||||
| 2026-05-14 | 13F | Prime Buchholz LLC | 22 004 | 8,58 | 1 952 | 8,81 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 181 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 128 900 | -41,67 | 11 433 | -41,54 | |||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 43 615 | -4,33 | 3 869 | -4,12 | ||||
| 2026-04-24 | 13F | Bayban | 3 641 | 0,19 | 323 | 0,31 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 196 543 | 1 865,04 | 17 433 | 1 869,83 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 23 677 | 12,31 | 2 100 | 12,60 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 137 900 | -48,29 | 12 232 | -48,17 | |||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 31 333 | 17,31 | 2 779 | 17,60 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19 133 | 108,90 | 1 697 | 109,51 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 11 386 | 0,78 | 1 010 | 1,00 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 2 769 | 0,18 | 246 | 0,41 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1 186 | 1,11 | 105 | 1,94 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 295 | 0,00 | 26 | 0,00 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 232 840 | 5,37 | 20 604 | 1,98 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 10 964 | -15,01 | 973 | -14,81 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 57 672 | 109,94 | 5 | 150,00 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 630 | 0,00 | 56 | 0,00 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 6 636 | 0,71 | 589 | 0,86 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 14 459 | 101,13 | 1 283 | 101,57 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 28 586 | -3,46 | 2 536 | -3,24 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 37 306 | 21,68 | 3 309 | 21,97 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 2 855 | -0,07 | 253 | -0,78 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 6 309 | 11,68 | 560 | 12,02 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 488 | 43 | ||||||
| 2026-05-15 | 13F | Atalanta Sosnoff Capital, Llc | 2 601 | 0,00 | 231 | 0,00 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 38 573 | -30,16 | 3 421 | -30,00 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 15 938 | -1,70 | 1 414 | -1,46 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 85 979 | -0,13 | 7 626 | 0,11 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 0 | 0 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 17 211 | -0,83 | 1 527 | -0,59 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 23 526 | 16,94 | 2 087 | 17,19 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 83 495 | 7 406 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 62 | 24,00 | 5 | 25,00 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3 431 398 | 27,32 | 304 365 | 27,62 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 334 104 | 7,20 | 30 | 7,41 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 108 633 | -49,80 | 9 636 | -49,68 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 12 490 | 4,04 | 1 105 | 0,73 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 160 | 2 566,67 | 14 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 27 075 | 252,77 | 2 396 | 241,65 | ||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 225 487 | 5 538,58 | 20 001 | 5 565,72 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 6 594 | 0,12 | 585 | 0,34 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 34 311 | 3 043 | ||||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 17 244 | -88,00 | 1 530 | -87,97 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 792 | 0,25 | 70 | 1,45 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 5 024 | 22,48 | 446 | 22,59 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2 773 | 0,62 | 246 | 0,82 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 108 858 | 4,27 | 9 656 | 4,51 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 9 122 | 46,09 | 809 | 46,56 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4 136 | 1,00 | 367 | 1,10 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 25 058 | -1,66 | 2 231 | -1,06 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 13 258 | -21,93 | 1 176 | -21,77 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 7 038 | 0,34 | ||||
| 2026-04-23 | 13F | American National Bank | 3 740 | -5,12 | 332 | -4,89 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 36 594 | -7,44 | 3 246 | -7,23 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 2 813 | 0,18 | 250 | 0,40 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 44 391 | 0,15 | 3 938 | 0,38 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 846 | -17,14 | 75 | -16,67 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 16 992 | 52,09 | 1 507 | 52,53 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Bank of Marin | 3 234 | -21,10 | 287 | -20,99 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2 622 | 233 | ||||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 165 683 | 3,81 | 14 696 | 4,06 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 101 816 | -2,70 | 9 031 | -2,44 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | Put | 125 000 | 312 | |||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 18 878 | 10,19 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 114 306 | 183,15 | 10 139 | 183,82 | ||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 52 185 | 1,08 | 4 629 | 1,31 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 12 217 | -0,88 | 1 084 | -0,64 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 26 141 | -0,61 | 2 319 | -0,39 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 14 570 | 0,07 | 1 292 | 0,31 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 5 831 | -27,34 | 517 | -27,18 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 157 | -9,25 | 14 | -13,33 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 2 125 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 551 | 0,00 | 49 | 0,00 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 2 414 | 214 | ||||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 10 272 | -0,06 | 911 | 0,22 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 82 284 | 8,94 | 7 | 16,67 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 4 529 | -0,07 | 402 | 0,00 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 304 249 | 5,32 | 26 987 | 5,56 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 300 | -30,39 | 27 | -31,58 | ||||
| 2026-05-15 | 13F | Pingora Partners LLC | 1 500 | 0,00 | 133 | 0,76 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 4 414 | -23,06 | 392 | -22,88 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 33 890 | -9,93 | 3 006 | -9,70 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5 718 | 32,21 | 506 | 27,85 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 3 332 | 0,00 | 296 | 0,34 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 626 007 | 5,00 | 55 542 | 5,28 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 3 205 | 6,41 | 284 | 6,77 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 6 000 | 0,00 | 532 | 0,38 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 56 910 | 1,42 | 5 048 | 1,65 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 9 814 | 1,55 | 871 | 1,75 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 30 718 | 3,06 | 2 725 | 3,30 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 3 696 | -10,70 | 328 | -10,66 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 15 203 | 1 349 | ||||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 674 | 0,00 | 60 | -4,84 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 4 124 | -0,05 | 366 | 0,00 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 2 837 | 252 | ||||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 9 514 | 28,17 | 844 | 28,51 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 175 | 0,00 | 16 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2 423 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 17 088 | 1 516 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 21 943 | 0,21 | 1 946 | 0,46 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 21 398 | -9,46 | 1 898 | -9,28 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 4 091 | -14,56 | 363 | -14,42 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 57 578 | 20,48 | 5 107 | 20,76 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 10 965 | 973 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 100 988 | 5,26 | 8 958 | 5,51 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 57 | 0,00 | 5 | 0,00 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 3 255 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 32 762 | -6,80 | 2 899 | -9,77 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 11 457 | 364,60 | 1 016 | 366,06 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 3 210 | 0,44 | 285 | 0,71 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 40 636 | 5,29 | 3 604 | 5,53 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 13 265 | -6,39 | 1 177 | -6,15 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 16 879 079 | 4,51 | 1 497 174 | 4,76 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 23 068 | 348,62 | 2 046 | 350,66 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 85 279 | -7,99 | 7 564 | -7,77 | ||||
| 2026-05-01 | 13F | American Trust | 10 263 | -6,38 | 910 | -6,19 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 93 602 | 3 266,98 | 8 302 | 3 274,80 | ||||
| 2026-04-20 | 13F | City State Bank | 966 | 0,00 | 86 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 88 439 | 19,44 | 7 845 | 19,72 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 94 672 | 2,76 | 8 399 | 3,01 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 192 | 17 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 202 | 0,00 | 18 | 0,00 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 6 031 | 90,43 | 535 | 90,71 | ||||
| 2026-05-04 | 13F | TrustBank | 2 726 | 242 | ||||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 7 901 | -52,91 | 701 | -52,83 | ||||
| 2026-05-14 | 13F | Colony Capital, Inc. | Put | 0 | -100,00 | 0 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 21 345 | 6,20 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 3 020 | -29,29 | 268 | -29,18 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 34 021 | 8,20 | 3 018 | 8,45 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 20 410 | -10,34 | 2 | -50,00 | ||||
| 2026-02-17 | 13F | BLKBRD Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 303 877 | 11,13 | 26 954 | 11,39 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 605 036 | -10,99 | 53 655 | -10,80 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 114 556 | 0,00 | 10 161 | 101 510,00 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 9 565 | 848 | ||||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 2 781 | -0,07 | 247 | 0,00 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 4 293 | -2,28 | 381 | -2,06 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 42 861 | 3,30 | 3 802 | 3,54 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 802 137 | 122,97 | 71 150 | 123,50 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 509 075 | 1,22 | 45 155 | 1,46 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 693 670 | 5,36 | 61 528 | 5,61 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 4 196 621 | -13,52 | 372 240 | -14,03 | ||||
| 2026-05-14 | 13F | Ade, Llc | 2 823 | -0,39 | 250 | 0,00 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 9 724 | 17,55 | 863 | 17,92 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 942 | 84 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 23 315 | 18,27 | 2 068 | 17,78 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 185 | 16 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 5 322 | 50,30 | 472 | 50,80 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 2 348 | 0,43 | 208 | 0,97 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 93 133 | 3,21 | 8 261 | 3,46 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 36 935 | 6,49 | 3 276 | 6,74 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 570 841 | -5,06 | 50 634 | -4,83 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 18 516 | 2 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 141 261 | 5,82 | 13 | 9,09 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 15 370 | 1 360 | ||||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 5 635 | -3,39 | 499 | -6,57 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 640 | 0,00 | 57 | 0,00 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 16 723 | 0,00 | 1 483 | 0,27 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 25 | -80,00 | 2 | -81,82 | ||||
| 2026-05-13 | 13F | Cliffwater LLC | 69 923 | 0,00 | 6 202 | 0,24 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 120 199 | 19,91 | 10 662 | 20,19 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 73 | 0,00 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 67 013 | -1,01 | 5 944 | -0,77 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 0 | 0 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 2 367 | 0,08 | 210 | 0,00 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5 388 | 0,00 | 478 | 0,21 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3 594 | -15,85 | 319 | -15,65 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 19 306 | -2,38 | 1 712 | -2,17 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 3 620 | 3,43 | 321 | 3,88 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2 362 887 | 13,34 | 209 588 | 13,61 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 618 | -13,91 | 410 | -13,71 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 1 558 678 | 3,48 | 138 255 | 3,73 | ||||
| 2026-05-13 | 13F | Hudson Bay Capital Management LP | 130 000 | 30,00 | 11 531 | 30,31 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 11 239 | 997 | ||||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 18 994 | 1,45 | 1 685 | 1,69 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 4 599 | -12,70 | 408 | -12,45 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 75 841 | 8,75 | 6 727 | 9,03 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 19 297 | -5,06 | 1 712 | -4,84 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 5 000 | 0,00 | 444 | 0,23 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 20 983 | 5,29 | 1 947 | 10,32 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 41 358 | 9,20 | 3 668 | 9,46 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 7 459 | 7,18 | 662 | 7,48 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 4 339 | 385 | ||||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 4 675 | 415 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 4 423 | 0,00 | 392 | 0,26 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 2 311 | 0,57 | 205 | 0,49 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 26 002 | 23,48 | 2 | 100,00 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 7 953 | -1,34 | 705 | -1,12 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 9 857 | 0,00 | 874 | 0,23 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 3 833 | 0,00 | 340 | 0,00 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 130 | 0,00 | 12 | 0,00 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 2 951 | 262 | ||||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 786 | 0,00 | 70 | -2,82 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 104 | 0,00 | 9 | 0,00 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 10 538 | 3,12 | 935 | 3,32 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 2 428 | 0,96 | 215 | 1,42 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 8 376 | -12,77 | 743 | -12,60 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 15 484 | 100,00 | 1 371 | 100,15 | ||||
| 2026-05-15 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 22 777 | 8,07 | 2 | 100,00 | ||||
| 2026-05-08 | 13F | Bokf, Na | 91 492 | -1,69 | 8 115 | -1,46 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 54 581 | -9,36 | 4 841 | -9,14 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 23 469 | -42,23 | 2 082 | -42,10 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1 015 | 90 | ||||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 2 519 | -90,61 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Hardy Reed LLC | 70 572 | 0,00 | 6 260 | 0,24 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 6 018 | 3,51 | 534 | 3,70 | ||||
| 2026-05-14 | 13F | Betterment LLC | 81 141 | 0,19 | 7 | 0,00 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 7 869 | -0,03 | 698 | 0,29 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 16 756 | 6,89 | 1 486 | 4,35 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 4 145 | 23,92 | 368 | 24,41 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 16 851 | 7,63 | 1 495 | 7,87 | ||||
| 2026-01-14 | 13F | Romano Brothers And Company | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 2 261 | 201 | ||||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 5 131 | -0,04 | 455 | 0,22 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 399 | 320,00 | 35 | 337,50 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 4 631 | -12,42 | 411 | -12,21 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 9 481 | -6,74 | 841 | -6,56 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 5 061 | 0,14 | 449 | 0,22 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 226 342 | 5,12 | 20 077 | 5,37 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 5 338 | -2,40 | 473 | -2,07 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 10 667 | 2,69 | 946 | 2,94 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 9 | 0,00 | 1 | |||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 16 656 | 1,22 | 1 477 | 1,44 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 2 941 | 0,96 | 261 | 1,17 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 748 | 51,07 | 245 | 52,50 | ||||
| 2026-02-17 | 13F | Wall Capital Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 154 411 | 30,00 | 191 096 | 30,31 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 13 362 | -7,20 | 1 185 | -6,99 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 19 024 | 1,14 | 1 687 | 1,38 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 4 068 | 0,00 | 384 | 3,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2 120 019 | 6,74 | 188 024 | 6,98 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1 022 472 | 31,13 | 90 693 | 31,44 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 3 867 | -26,37 | 342 | -28,75 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 7 979 | -42,51 | 708 | -42,43 |
Other Listings
| US:VNQ | 95,01 USD |