Podstawowe statystyki
| Właściciele instytucjonalni | 3600 total, 3589 long only, 0 short only, 11 long/short - change of 1,24% MRQ |
| Cena akcji | 363,51 |
| Średnia alokacja portfela | 2.1947 % - change of -5,19% MRQ |
| Akcje instytucjonalne (długie) | 793 161 139 (ex 13D/G) - change of 268,29MM shares 51,12% MRQ |
| Wartość instytucjonalna (długa) | $ 189 878 696 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Vanguard Index Funds - Vanguard Total Stock Market ETF (GB:0LOS) posiada 3600 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 793,161,139 akcji. Do największych akcjonariuszy należą Gallagher Fiduciary Advisors, LLC, Rakuten Investment Management, Inc., Vanguard Group Inc, Vanguard Global Advisers, LLC, Vanguard Advisers Inc, Betterment LLC, Wealthfront Advisers Llc, Morgan Stanley, Bank Of America Corp /de/, and WealthNavi Inc. .
Vanguard Index Funds - Vanguard Total Stock Market ETF (LSE:0LOS) 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%.
The share price as of May 20, 2026 is 363,51 / share. Previously, on May 21, 2025, the share price was 288,02 / share. This represents an increase of 26,21% over that period.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
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Load All| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 225 379 | -4,63 | 72 304 | -8,75 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 160 191 | 1,86 | 56 704 | 7,54 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 776 | 6,16 | 249 | 1,22 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 3 040 | 30,75 | 975 | 25,16 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 26 831 | 7,09 | 8 659 | 3,08 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 13 150 | -0,02 | 4 219 | -4,33 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 18 788 | 4,00 | 6 027 | -0,48 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 3 769 | 1,43 | 1 209 | -2,97 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1 706 | 53,56 | 572 | 56,87 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 1 237 | -7,27 | 397 | -11,41 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 864 | 0,00 | 277 | -4,15 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 738 | 0,00 | 237 | -4,45 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 473 | -5,78 | 152 | -10,12 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2 816 | -9,10 | 904 | -13,01 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10 585 | 0,27 | 3 396 | -4,04 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 766 | -59,94 | 246 | -61,78 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 15 807 | 21,71 | 5 071 | 16,23 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 9 025 | 0,00 | 2 895 | -4,30 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 25 905 | 0,74 | 8 311 | -3,61 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 3 374 | 0,33 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 9 507 | -0,37 | 3 050 | -4,69 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 269 236 | 0,93 | 90 267 | 3,11 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 181 | 0,00 | 58 | -3,33 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 21 021 | 12,00 | 6 744 | 7,17 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 3 723 | 1 248 | ||||||
| 2026-04-20 | 13F | 25 Llc | 1 258 | 5,45 | 404 | 0,75 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 702 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 6 084 | 238,00 | 1 952 | 223,55 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 5 456 | -8,75 | 1 750 | -12,67 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 3 151 | -0,13 | 1 011 | -4,45 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 120 411 | 17,68 | 38 629 | 12,61 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 401 | 0,00 | 129 | -4,48 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 1 032 | 0,29 | 331 | -4,06 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2 770 | 112,59 | 889 | 103,20 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 29 159 | 41,28 | 9 355 | 35,19 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 5 116 | 0,00 | 1 641 | -4,31 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 10 429 | 3,91 | 3 346 | -0,59 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1 800 | 0,00 | 1 | |||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 44 | 780,00 | 14 | 1 300,00 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 15 592 | 0,43 | 5 002 | -3,90 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 2 159 | 0,00 | 693 | -4,29 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 4 393 | 13,11 | 1 409 | 8,22 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 1 124 957 | -2,27 | 360 897 | -6,48 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 14 025 | -8,21 | 4 499 | -12,18 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 18 205 | 4,78 | 5 840 | 0,26 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 18 809 | 3,65 | 6 033 | 100 450,00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 17 187 | 12,78 | 5 515 | 7,95 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 3 419 | 4,81 | 1 097 | 0,27 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 154 167 | -8,95 | 49 458 | -12,87 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 1 555 | -84,28 | 499 | -84,99 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 46 370 | 6,04 | 14 876 | 1,47 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 4 142 | -2,97 | 1 329 | -7,20 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 7 949 | -3,83 | 2 550 | -7,98 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 119 196 | 24,34 | 38 239 | 18,98 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 235 | -22,95 | 75 | -26,47 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8 627 | -0,37 | 2 768 | -4,68 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 12 624 | 150,13 | 4 050 | 139,50 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 7 724 | -3,38 | 2 478 | -7,57 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 552 439 | 81,92 | 177 228 | 74,07 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 3 349 | 0,54 | 1 074 | -3,76 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 1 754 | 0,00 | 563 | -4,42 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 2 187 | 8,00 | 702 | 3,39 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 2 236 | 75,51 | 717 | 67,92 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 66 344 | 5,25 | 21 284 | 0,71 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 922 | -0,86 | 296 | -5,14 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 878 | 1,74 | 282 | -2,77 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 1 057 | -11,40 | 339 | -15,25 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 27 615 | 4,43 | 8 859 | -0,07 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 4 520 | -11,86 | 1 | 0,00 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 630 | 0,48 | 202 | -3,81 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 3 664 | 696,52 | 1 175 | 662,99 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 21 645 | -8,77 | 7 666 | -3,62 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 6 839 | 14,54 | 2 194 | 9,65 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 2 336 | -6,26 | 749 | -10,30 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 63 114 | 15,32 | 20 248 | 10,34 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 2 579 | -37,13 | 827 | -39,85 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 90 | 0,00 | 29 | -6,67 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 1 129 | 5,12 | 362 | 0,56 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 607 324 | -2,59 | 194 915 | -6,78 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 1 850 | -23,49 | 620 | -21,82 | ||||
| 2026-05-01 | 13F | Torray Llc | 744 | 0,27 | 239 | -4,03 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 19 209 | -3,42 | 6 162 | -7,59 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 923 | 309 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 241 786 | 2,18 | 77 567 | -2,23 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 15 185 | 2,96 | 4 872 | -1,48 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 3 226 | -23,93 | 1 035 | -27,16 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 5 399 | 0,00 | 1 732 | -5,04 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 1 327 | -39,95 | 471 | -37,70 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 1 846 | 0,65 | 592 | -3,58 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 1 244 | 0,00 | 399 | -4,32 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 14 598 | -0,07 | 4 683 | -4,37 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 388 171 | 4,63 | 124 529 | 0,12 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 2 968 | 0,00 | 952 | -4,32 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9 978 | 8,01 | 3 201 | 3,36 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 7 843 | 9,55 | 2 516 | 4,83 | ||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 39 655 | -34,07 | 12 722 | -36,92 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 1 616 | 3,92 | 518 | -0,58 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 126 339 | -3,00 | 40 531 | -7,19 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 10 212 | -1,36 | 3 276 | -5,62 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 1 626 | 0,00 | 522 | -4,40 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 64 855 | 93,15 | 20 806 | 84,83 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 18 611 | 8,47 | 5 971 | 3,79 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 1 356 | -3,69 | 435 | -7,84 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 587 923 | 0,00 | 188 612 | -4,31 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 21 947 | 7 041 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 54 228 | 31,89 | 17 397 | 26,20 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 5 117 | 70,06 | 1 641 | 62,80 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 7 308 | -21,03 | 2 345 | -24,44 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 37 065 | 3,84 | 11 891 | -0,64 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 36 765 | -0,27 | 12 | -8,33 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 44 588 | 0,59 | 14 304 | -3,75 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 6 334 | -11,25 | 2 032 | -15,05 | ||||
| 2026-05-14 | 13F | Polen Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 20 494 | 11,66 | 7 316 | 16,94 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 17 000 | 0,06 | 5 454 | -4,27 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 284 832 | 1,99 | 88 906 | -5,74 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 526 | 169 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 2 688 | -44,09 | 862 | -46,53 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 34 083 | 12,61 | 10 934 | 7,76 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 2 565 | 0,43 | 823 | -3,97 | ||||
| 2026-04-22 | 13F | Figure 8 Investment Strategies Llc | 1 583 | -10,21 | 508 | -14,21 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 1 860 | 0,76 | 597 | -3,56 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 1 049 | 337 | ||||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 53 492 | -0,73 | 17 161 | -5,02 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 1 670 | 0,00 | 536 | -4,29 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 105 | -9,48 | 0 | |||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 54 587 | -7,70 | 17 512 | -12,35 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 15 490 | 10,78 | 4 969 | 6,04 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 6 930 | 0,65 | 2 223 | -3,68 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 135 428 | -0,51 | 43 447 | -4,81 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 802 | 1,78 | 257 | -2,65 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 2 349 | 754 | ||||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 3 824 | -4,99 | 1 227 | -9,12 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 1 573 | 15,24 | 505 | 10,28 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 100 215 | 0,98 | 32 150 | -3,38 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 1 000 | -0,30 | 321 | -4,76 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 40 362 | 12,68 | 12 949 | 7,82 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 9 231 | -11,94 | 2 961 | -15,74 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 781 | 0,13 | 250 | -4,21 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 1 868 | 0,00 | 599 | -4,31 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 1 976 | -23,82 | 636 | -27,35 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 36 298 | 0,00 | 11 645 | -4,31 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19 269 | 1,73 | 6 182 | -2,66 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 9 331 | -4,79 | 2 993 | -8,89 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 13 449 | -0,05 | 4 710 | 2,33 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 3 060 | 55,96 | 982 | 49,32 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 6 436 | 16,66 | 2 260 | 19,77 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 963 010 | -2,49 | 308 943 | -6,70 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 640 | 0,00 | 205 | -4,21 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 31 223 | 4,22 | 10 017 | -0,28 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 4 967 | -47,15 | 1 594 | -49,44 | ||||
| 2026-05-06 | 13F | Arjuna Capital | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 981 | -55,08 | 315 | -57,10 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 34 737 | 3,82 | 12 020 | 5,04 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 1 570 | 9,26 | 504 | 4,57 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 243 | -17,06 | 78 | -21,43 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 9 715 051 | 0,02 | 3 116 686 | -4,29 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 110 229 | 1,57 | 35 363 | -2,81 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 12 240 | -9,39 | 3 927 | -14,20 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 8 480 | 11,04 | 2 720 | 6,25 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 313 139 | -3,31 | 100 458 | -7,48 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 17 526 | 3,38 | 5 623 | -2,73 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 7 690 | 0,10 | 2 486 | -3,50 | ||||
| 2026-04-17 | 13F | Paragon Capital Management Inc | 6 355 | -21,37 | 2 039 | -24,77 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 2 723 | 0,00 | 874 | -4,28 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Tacita Capital Inc | 7 959 | -2,99 | 2 553 | -7,16 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 669 | 8,60 | 215 | 3,88 | ||||
| 2026-05-15 | 13F | Earnest Partners Llc | 1 311 | -75,96 | 421 | -77,02 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1 091 | 4,30 | 350 | -0,85 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 5 409 | 2,37 | 1 735 | -2,03 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 2 329 | 747 | ||||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 24 887 | 2,61 | 7 984 | -1,81 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 1 342 | 0,00 | 431 | -4,44 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 14 019 | 1,39 | 4 497 | -2,98 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 81 046 | -2,52 | 26 001 | -6,73 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 4 308 | 8,30 | 1 382 | 2,07 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1 369 | 0,07 | 439 | -4,15 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 4 191 | 1 344 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 168 373 | 4,58 | 54 016 | 0,07 | ||||
| 2026-05-06 | 13F | Cabot-Wellington, LLC | 779 153 | 16,77 | 249 960 | 11,73 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 602 | 202 | ||||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 18 476 | -3,33 | 5 927 | -7,49 | ||||
| 2026-04-14 | 13F | Legacy Trust | 2 761 | 0,00 | 886 | -4,32 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 1 291 | 0,00 | 414 | -4,17 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 14 212 | 11,89 | 4 559 | 7,07 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 78 | 0,00 | 25 | -3,85 | ||||
| 2026-05-01 | 13F | J. Derek Lewis & Associates Inc. | 2 202 | 0,00 | 739 | 0,00 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 4 627 | -8,86 | 1 484 | -12,81 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 8 449 | 98,52 | 2 711 | 93,43 | ||||
| 2026-04-24 | 13F | Optas, LLC | 139 483 | 1,31 | 44 750 | -3,06 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 323 530 | -0,95 | 103 792 | -5,22 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 1 515 | -2,26 | 486 | -6,36 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 48 677 | 1,89 | 15 616 | -2,50 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 27 183 | 0,75 | 9 118 | 0,81 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 1 043 | -8,75 | 335 | -12,79 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 1 907 | 0,21 | 612 | -4,23 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 159 786 | 0,20 | 51 263 | -4,12 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 1 238 | 436 | ||||||
| 2026-05-12 | 13F | ESG Planning | 12 305 | 1,36 | 3 948 | -3,02 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 5 024 | 0,02 | 1 612 | -4,28 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 24 356 | -5,15 | 7 814 | -9,25 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 13 200 | 0,30 | 4 235 | -4,03 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 1 073 | 0,00 | 344 | -4,18 | ||||
| 2026-05-12 | 13F | Impax Asset Management Group plc | 851 | 273 | ||||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 135 | 77,63 | 43 | 72,00 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 8 063 | 0,02 | 2 824 | 3,56 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 4 307 | 27,77 | 1 382 | 22,21 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 35 954 | 1,79 | 11 534 | -2,60 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 9 807 | 0,61 | 3 146 | -3,73 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 507 231 | -0,16 | 162 725 | -4,47 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 13 323 | 0,60 | 4 274 | -3,72 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 43 574 | 0,00 | 13 979 | -4,31 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 1 393 | 0,36 | 447 | -4,09 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 2 413 | -2,54 | 805 | -4,39 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 239 288 | 6,42 | 87 271 | 14,46 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 849 | -38,79 | 272 | -42,49 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 2 770 | 0,00 | 889 | -4,31 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 3 848 | -0,62 | 1 234 | -4,93 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 20 963 | 3,23 | 6 725 | -1,22 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 4 759 | 0,00 | 1 527 | -4,33 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 2 330 | 0,30 | 748 | -3,98 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 20 955 | 6,92 | 6 722 | 2,30 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 24 942 | 7,89 | 8 002 | 3,24 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 7 952 | 5,07 | 2 551 | 0,55 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 1 168 | 4,29 | 375 | -0,27 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 3 919 | 1 257 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 30 685 | 0,22 | 9 844 | -4,10 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1 110 | 356 | ||||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 45 062 | 11,07 | 4 584 | 1,60 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 6 970 | 4,95 | 2 236 | 0,45 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 12 552 | 11,69 | 4 419 | 17,28 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 1 524 | 0,13 | 489 | -4,31 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 19 052 | 3,72 | 6 112 | -0,75 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 10 239 | 2,76 | 3 285 | -1,68 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 29 803 | 1,52 | 9 561 | -2,87 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 3 581 | 3,71 | 1 149 | -0,78 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 32 946 | -2,06 | 10 569 | -6,29 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 35 469 | -3,09 | 11 433 | -6,84 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 92 527 | -0,61 | 29 684 | -4,90 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 5 969 | -5,28 | 1 915 | -9,37 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 8 506 | 6,29 | 2 729 | 1,68 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 121 578 | 26,96 | 39 003 | 21,48 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 8 867 | -0,01 | 2 845 | -4,34 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 3 163 | -3,57 | 1 015 | -7,73 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 836 | -2,96 | 589 | -7,10 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 1 077 | 18,22 | 346 | 11,29 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 25 506 | 7,58 | 8 183 | 2,94 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 15 422 | -1,42 | 5 406 | 3,07 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 8 751 | -31,85 | 2 807 | -34,78 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 11 768 | 38,86 | 3 945 | 41,40 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 1 158 | -1,28 | 372 | -5,60 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 774 422 | -2,70 | 248 442 | -6,89 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 3 309 | 35,73 | 1 061 | 29,87 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 257 701 | 0,07 | 82 673 | -4,24 | ||||
| 2026-05-15 | 13F | Chai Trust Co Llc | 541 481 | 0,24 | 173 713 | -4,08 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4 141 | -4,50 | 1 329 | -8,67 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 103 534 | 10,13 | 33 215 | 5,38 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 1 499 | 0,00 | 481 | -4,38 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 83 115 | -3,72 | 26 664 | -7,87 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 728 | 0,00 | 234 | -4,51 | ||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 4 006 | 31,22 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 909 | 16,69 | 292 | 11,49 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 22 283 | 53,55 | 7 149 | 46,93 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 58 523 | 3,62 | 18 775 | -0,85 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 1 367 | 439 | ||||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 965 | 310 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 55 921 | 169,03 | 19 584 | 175,25 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1 242 | 0,16 | 399 | -4,10 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 5 293 | -3,31 | 1 698 | -7,47 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 7 203 | -0,01 | 2 311 | -4,35 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 5 155 | -0,04 | 1 654 | -4,34 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 266 662 | 0,38 | 85 548 | -3,95 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 55 042 | 1,20 | 17 658 | -3,16 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 1 386 | 0,95 | 465 | 3,11 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 6 024 | -0,08 | 1 933 | -4,40 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 203 875 | -13,42 | 65 405 | -17,15 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2 493 | -2,04 | 800 | -6,33 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 1 146 | -55,44 | 368 | -57,42 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 121 278 | 1,27 | 39 107 | -2,60 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 8 498 | 1,63 | 2 726 | -2,75 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 12 191 | -8,57 | 3 911 | -12,51 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 91 961 | 13,17 | 29 807 | 9,40 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 332 381 | -11,51 | 106 631 | -15,33 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 814 | 36,35 | 261 | 30,00 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 7 118 | 3,47 | 2 283 | -1,00 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 93 753 | 3,93 | 30 | 0,00 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 185 502 | 7,05 | 59 511 | 2,43 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 199 297 | -1,38 | 63 937 | -5,63 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 184 540 | 3,21 | 59 202 | -1,24 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 11 268 | 19,94 | 3 615 | 14,77 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 11 907 | 0,24 | 3 820 | -4,09 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 350 301 | -2,19 | 112 380 | -6,41 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 4 921 | -1,16 | 1 699 | 2,17 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 5 745 | -2,79 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 24 | 8 | ||||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 2 297 | 0,00 | 737 | -4,42 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 5 451 | -23,14 | 1 749 | -26,46 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 884 | 283 | ||||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 56 031 | -6,40 | 17 975 | -10,43 | ||||
| 2026-05-15 | 13F | Governors Lane LP | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 246 443 | 4,50 | 79 060 | -0,01 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 54 460 | 0,54 | 17 471 | -3,80 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 6 878 | -5,00 | 2 206 | -9,11 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 35 285 | 17,81 | 11 | 10,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 4 311 | -0,32 | 1 383 | -4,69 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 77 427 | 1,95 | 24 839 | -2,44 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 349 294 | 0,90 | 117 108 | 0,90 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 31 038 | -4,10 | 9 957 | -8,23 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 259 920 | 5,08 | 83 385 | 0,55 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 10 069 | 0,32 | 3 230 | -4,01 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 99 559 | -2,72 | 31 940 | -6,91 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 174 787 | 6,76 | 56 073 | 2,15 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 227 871 | 9,88 | 73 103 | 5,14 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 2 258 | 0,67 | 725 | -3,72 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 360 452 | -5,79 | 115 637 | -9,85 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 5 293 | 9,84 | 1 698 | 5,14 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 53 610 | -0,84 | 17 198 | -5,11 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 127 245 | 1,16 | 40 821 | -3,21 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 17 629 | -1,09 | 5 656 | -5,36 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 2 049 | -2,01 | 657 | -6,14 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 966 | -5,12 | 951 | -9,26 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 30 370 | -1,60 | 9 743 | -5,86 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 42 100 | 0,81 | 13 506 | -3,53 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 140 659 | -6,95 | 45 125 | -10,96 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 5 697 | 64,89 | 1 828 | 57,77 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 1 156 | -32,83 | 371 | -35,76 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 31 393 | 2,72 | 10 071 | -1,71 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 7 794 | -0,01 | 2 500 | -4,32 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 34 283 | 7,46 | 10 998 | 2,82 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 743 | 0,13 | 238 | -4,03 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 3 328 | 11,38 | 1 116 | 13,88 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 10 786 | 0,92 | 3 460 | -3,43 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 7 194 | 15,49 | 2 308 | 10,49 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 773 | 248 | ||||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 1 650 | 0,00 | 529 | -4,34 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 2 088 | 0,00 | 670 | -4,29 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 5 270 | 124,26 | 1 691 | 114,74 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 14 426 | 0,88 | 4 628 | -3,48 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7 883 | -3,70 | 2 529 | -7,84 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 12 293 | 1,30 | 3 944 | -3,07 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 102 415 | 1,62 | 32 856 | -2,76 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 46 908 | 17,80 | 15 049 | 12,72 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 1 557 | 0,26 | 500 | -4,04 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 407 604 | -2,04 | 130 764 | -6,27 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 4 052 | -11,57 | 1 300 | -15,36 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 18 860 | 0,00 | 6 050 | -4,32 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 16 523 | 0,78 | 5 301 | -5,48 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 9 891 | 40,08 | 3 173 | 34,05 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 10 841 | 4,30 | 3 478 | -0,20 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 7 404 | -3,41 | 2 375 | -7,55 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 2 065 | 0,00 | 663 | -4,34 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 79 694 | -11,11 | 25 579 | -14,93 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 10 100 | -0,28 | 3 240 | -4,57 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 334 843 | 6,09 | 107 421 | 1,51 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 20 620 | -2,92 | 6 615 | -7,11 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 9 491 | 3,33 | 3 045 | -1,14 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1 443 | 25,59 | 463 | 20,00 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 9 988 | 15,83 | 3 536 | 19,71 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 9 656 | 0,73 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 33 524 | 4,00 | 10 755 | -0,49 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 4 162 | 1,79 | 1 335 | -2,55 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 9 628 | -3,27 | 3 089 | -7,43 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 14 321 | -2,68 | 4 595 | -6,85 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 756 | -26,89 | 243 | -30,06 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 1 339 | 0,00 | 430 | -4,24 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 20 752 | 4,30 | 6 958 | 6,26 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 4 548 | 129,58 | 1 459 | 119,58 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 18 731 | -40,25 | 6 | -40,00 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 5 820 | 0,28 | 1 867 | -4,01 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 5 776 | -47,58 | 1 586 | 52 733,33 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 2 852 | -5,15 | 915 | -9,23 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 108 648 | -10,59 | 34 848 | -14,46 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 17 188 | 1,05 | 5 762 | 3,24 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 16 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 258 527 | 6,09 | 83 036 | 1,63 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 1 868 | 191,88 | 599 | 179,91 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 524 833 | 3,26 | 168 372 | -1,19 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5 529 | -1,18 | 1 774 | -5,44 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 213 792 | 10,08 | 68 587 | 5,33 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 75 | 0,00 | 24 | -4,00 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 8 767 | 0,00 | 2 813 | -4,32 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2 724 | -18,27 | 874 | -21,84 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 189 090 | 0,39 | 60 662 | -3,94 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 5 009 | 0,68 | 1 607 | -3,66 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 22 962 | 4,43 | 7 367 | -0,07 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 751 | -4,57 | 241 | -8,37 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 1 615 | 518 | ||||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 321 | 103 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 13 780 | 0,94 | 4 421 | -3,43 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 28 336 | 2,59 | 9 090 | -1,84 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 657 184 | -2,44 | 210 831 | -6,65 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 7 001 | -2,64 | 2 246 | -6,85 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 700 | -12,50 | 225 | -16,42 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 237 801 | 2,45 | 717 916 | -1,97 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 3 951 | 17,83 | 1 267 | 12,72 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 3 820 | -30,11 | 1 225 | -33,13 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 1 040 | 0,00 | 334 | -4,31 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 1 449 | -4,98 | 465 | -9,20 | ||||
| 2026-05-04 | 13F | Absher Wealth Management, Llc | 900 | -2,28 | 289 | -6,49 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 88 187 | 43,81 | 28 291 | 36,55 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 49 141 | 1,59 | 15 765 | -2,80 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2 858 | 0,35 | 917 | -3,98 | ||||
| 2026-04-30 | 13F | Diversified Investment Strategies, LLC | 1 220 | 0,00 | 391 | -4,40 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 1 558 | 36,67 | 500 | 30,63 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 10 745 | -1,44 | 3 447 | -5,69 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 3 355 | 0,03 | 1 076 | -4,27 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 25 978 | 1,07 | 8 334 | -3,28 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 997 | 173,15 | 320 | 161,48 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 405 | 0,00 | 130 | -4,44 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 810 869 | 11,76 | 260 135 | 6,94 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Courier Capital Llc | 6 449 | -1,44 | 2 069 | -5,70 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 37 512 | 0,43 | 12 034 | -3,90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 97 024 | 3,54 | 31 126 | -0,93 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 37 184 | -3,85 | 11 929 | -8,00 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 1 763 | 0,00 | 566 | -4,40 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 25 242 | 32,54 | 8 098 | 26,83 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 1 255 | 0,32 | 403 | -4,06 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 9 682 | 11,97 | 3 106 | 7,11 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2 389 | 11,48 | 766 | 6,69 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 10 723 | 15,39 | 3 440 | 10,43 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 36 240 | -5,91 | 11 626 | -9,96 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 2 527 | 74,28 | 811 | 66,67 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 8 305 | 4,16 | 2 784 | 6,42 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 550 | -89,31 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 1 262 | 4,90 | 405 | 0,25 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 2 565 | 0,12 | 823 | -4,20 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 21 014 | 59,10 | 6 741 | 50,84 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 962 | -3,02 | 309 | -7,23 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 16 358 | 5,55 | 5 099 | -1,87 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 6 516 | 0,00 | 2 090 | -4,30 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 5 391 | -0,26 | 1 730 | -4,53 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 66 972 | -2,54 | 21 485 | -6,74 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 3 406 | 0,12 | 1 093 | -4,21 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1 459 | -1,15 | 468 | -5,26 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 15 954 | -1,79 | 5 118 | -6,02 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 17 576 | -0,10 | 5 638 | -4,41 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 3 337 | 93,34 | 1 071 | 85,12 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 8 870 | 7,49 | 2 846 | 2,86 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 43 998 | 2,80 | 14 115 | -1,63 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 94 959 476 | 100,00 | 31 061 245 | 100,00 | ||||
| 2026-05-15 | 13F | Family Management Corp | 5 289 | 0,00 | 1 697 | -4,34 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 698 | -1,41 | 224 | -5,91 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 514 573 | -1,22 | 165 080 | -5,48 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 1 777 | -2,74 | 570 | -6,86 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 1 904 | 0,00 | 611 | -4,39 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 21 088 | 0,12 | 6 765 | -4,19 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 12 634 | -6,98 | 4 053 | -10,98 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 10 263 | 0,00 | 3 292 | -4,30 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 29 279 | 4,10 | 9 455 | -0,05 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 38 276 | 0,47 | 12 279 | -3,86 | ||||
| 2026-01-22 | 13F | Colony Family Offices, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 1 375 | -8,33 | 441 | -12,15 | ||||
| 2026-05-07 | 13F | First National Trust Co | 9 211 | 1,09 | 2 955 | -3,27 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 807 | 0,00 | 259 | -4,44 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 2 196 | 0,00 | 770 | 2,40 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 785 | 0,26 | 252 | -4,20 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 42 999 | -5,86 | 13 795 | -9,92 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 711 | -0,97 | 228 | -5,00 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 3 337 | -12,60 | 1 070 | -16,41 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 39 947 | 20,20 | 12 815 | 15,02 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 8 444 | 20,73 | 2 709 | 15,53 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 6 567 | -15,44 | 2 107 | -19,09 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 83 648 | -2,20 | 26 835 | -6,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 3 072 | 0,00 | 986 | -4,28 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 1 260 | 49,11 | 404 | 42,76 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 9 502 | -21,67 | 3 048 | -25,04 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 128 417 | 3,50 | 41 198 | -0,96 | ||||
| 2026-05-15 | 13F | Fayez Sarofim & Co | 42 879 | -1,04 | 13 756 | -5,30 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 29 077 | 3,13 | 9 328 | -1,31 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 7 357 | 37,69 | 2 360 | 31,77 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 1 356 | -12,74 | 435 | -16,54 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 129 055 | 5,27 | 41 402 | 0,73 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 15 168 | 0,56 | 4 866 | -3,80 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 113 678 | 1,62 | 36 | -2,70 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 3 669 | 12,75 | 1 177 | 7,89 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 12 921 | -9,29 | 4 145 | -13,19 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 4 487 | -4,51 | 1 439 | -10,51 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 511 | 1 402,94 | 164 | 1 381,82 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 35 644 | 9,10 | 11 435 | 4,39 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1 304 | 0,54 | 418 | -3,91 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 533 | -0,74 | 171 | -5,56 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 30 202 | 0,34 | 9 689 | -3,98 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1 934 | -9,03 | 620 | -12,92 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 233 600 | -20,87 | 74 941 | -24,28 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 224 800 | 15,22 | 72 118 | 10,25 | |||
| 2026-04-22 | 13F | BluePrint Investing LLC | 28 958 | 0,20 | 9 290 | -4,12 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 7 992 | -0,05 | 2 564 | -5,98 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 652 | -85,77 | 209 | -86,39 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 3 369 | 4,82 | 1 081 | 0,28 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2 131 861 | 2,50 | 684 | -2,01 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 6 599 | -7,03 | 2 117 | -11,01 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 745 | 0,00 | 239 | -4,02 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2 760 | 6,07 | 886 | 1,49 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 5 239 | 5,26 | 1 681 | 0,72 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 8 850 | 19,98 | 2 839 | 14,85 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 1 150 | 1,59 | 369 | -2,64 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 37 239 | -7,16 | 11 947 | -11,17 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 606 | 71,19 | 194 | 64,41 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 3 546 | -1,58 | 1 138 | -5,88 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 1 672 | 536 | ||||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 594 030 | 5,36 | 190 571 | 0,81 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 103 907 | -3,23 | 33 334 | -7,41 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 1 198 | -29,11 | 384 | -32,16 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 735 083 | -16,10 | 556 632 | -19,71 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 4 944 | -4,74 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 6 503 | 1 061,25 | 2 086 | 1 015,51 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 3 743 | 40,77 | 1 201 | 34,68 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 2 491 | 1,18 | 799 | -3,15 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 45 932 | 62,74 | 14 735 | 55,73 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 953 | 0,00 | 306 | -4,39 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 39 838 | 6,35 | 12 780 | 1,76 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Lcnb Corp | 1 293 | 0,00 | 415 | -4,39 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 1 279 | 36,06 | 410 | 30,16 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 1 090 | 0,00 | 350 | -4,38 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2 140 | 687 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 36 808 | 16,16 | 11 808 | 11,16 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 9 191 | 6,13 | 2 949 | 1,55 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 1 218 091 | 1,71 | 390 776 | -2,68 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 18 265 | 5,01 | 5 860 | 0,48 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 58 483 | -0,06 | 19 | -5,26 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 1 101 | 1,01 | 353 | -3,29 | ||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 79 419 | 0,05 | 25 479 | -4,26 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 2 350 | 0,00 | 754 | -4,32 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 5 579 | -25,59 | 1 790 | -28,81 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 85 716 | 5,55 | 27 499 | 1,00 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 5 495 | 0,00 | 1 763 | -4,34 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 719 | 0,56 | 231 | -3,77 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 9 291 | 30,42 | 2 981 | 24,79 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 6 943 | -0,27 | 2 227 | -4,58 | ||||
| 2026-02-10 | 13F | Chartist Inc /ca/ | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 8 992 | -2,43 | 2 885 | -6,64 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 45 460 | -3,70 | 14 584 | -7,85 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 96 583 | -0,95 | 30 985 | -5,22 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17 154 | 0,78 | 5 751 | 2,97 | ||||
| 2026-05-13 | 13F | West Virginia University Foundation, Inc | 914 884 | 25,51 | 293 504 | 20,10 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 81 750 | -2,48 | 26 226 | -8,68 | ||||
| 2026-04-23 | 13F | Bell Bank | 341 452 | 2,24 | 109 541 | -2,17 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 355 863 | -7,89 | 114 164 | -11,86 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 8 332 | 3,53 | 2 673 | -0,96 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 3 671 | 3,23 | 1 178 | -1,26 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 190 049 | 1,22 | 60 970 | -3,15 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 84 706 | -0,42 | 27 175 | -4,72 | ||||
| 2026-04-28 | 13F | Baxter Bros Inc | 2 571 | -28,58 | 825 | -31,67 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 207 973 | 1,50 | 66 720 | -2,88 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 47 951 | 71,47 | 15 383 | 64,09 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 5 056 | 7,87 | 1 622 | 3,25 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 5 462 | 0,00 | 1 752 | -4,31 | ||||
| 2026-01-08 | 13F | Spartan Planning & Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 5 625 | -25,87 | 1 805 | -29,09 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 31 642 | -1,12 | 10 151 | -5,39 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 71 128 | -7,31 | 22 818 | -11,30 | ||||
| 2026-05-14 | 13F | Spg Advisors Llc | 1 049 | -6,09 | 337 | -10,16 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 17 631 | 10,39 | 5 656 | 5,64 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 60 890 | 0,00 | 19 534 | -4,31 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 13 382 | 2,91 | 4 293 | -1,51 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 4 741 | 47,60 | 1 521 | 38,81 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 71 294 | 0,23 | 22 872 | -4,10 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 7 724 | 0,68 | 2 478 | -3,65 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 58 889 | -4,28 | 18 892 | -8,41 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 2 603 | 5,64 | 835 | 1,09 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 15 113 | 28,68 | 4 848 | 23,14 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 509 439 | 0,07 | 170 800 | 22,08 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 34 801 | -9,43 | 11 165 | -13,34 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 2 038 | 0,00 | 654 | -4,39 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 43 907 | 14,32 | 14 086 | 9,39 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 91 912 | -0,63 | 33 352 | 5,76 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 15 017 | -3,77 | 4 818 | -7,93 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 4 349 | 1,59 | 1 395 | -2,79 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 9 250 | -0,53 | 2 968 | -4,81 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 13 206 | 0,00 | 4 237 | -4,31 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 6 310 | 3,12 | 2 024 | -1,32 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 193 | 62 | ||||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 4 729 | -12,00 | 1 517 | -15,77 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 697 | -0,29 | 224 | -4,70 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 81 | -7,95 | 26 | -13,79 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 27 819 | -27,59 | 8 927 | -30,70 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 1 734 | 0,00 | 556 | -4,30 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 14 669 | 0,00 | 4 706 | -4,33 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 24 367 | 0,50 | 7 817 | -3,83 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 94 342 | 3,92 | 30 266 | -0,57 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 17 788 | 4,08 | 5 707 | -0,42 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 23 274 | 0,12 | 7 467 | -4,20 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 78 072 | -3,38 | 25 046 | -7,55 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 24 876 | 62,28 | 7 980 | 55,28 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 40 654 | 32,32 | 13 042 | 26,61 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 1 361 | 0,07 | 437 | -5,63 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 134 689 | 1,42 | 43 210 | -2,95 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 1 886 | -17,35 | 605 | -20,92 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 2 688 | 6,04 | 862 | 1,53 | ||||
| 2026-04-01 | 13F | GP Brinson Investments LLC | 275 843 | 0,00 | 88 493 | -4,31 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 1 214 | 1,34 | 389 | -2,99 | ||||
| 2026-05-13 | 13F | Factorial Partners, Llc | 18 000 | -1,37 | 5 775 | -5,62 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1 164 | 4,02 | 373 | -0,53 | ||||
| 2026-05-15 | 13F | Intrepid Family Office Llc | 40 000 | 0,00 | 12 832 | -4,31 | ||||
| 2026-05-08 | 13F | Miller Investment Management, LP | 10 429 | -4,36 | 3 346 | -8,48 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 2 870 | -1,71 | 962 | 0,42 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Kinsale Capital Group, Inc. | 326 312 | 0,00 | 104 684 | -4,31 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 1 354 | 434 | ||||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 14 424 | -0,95 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 122 059 | 1,23 | 40 923 | 3,42 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 16 871 | -0,34 | 5 412 | -4,63 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 5 541 921 | -2,07 | 1 777 904 | -6,29 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 62 036 | 2,11 | 19 902 | -2,30 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 22 438 | -0,93 | 7 198 | -5,20 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 3 535 | -0,20 | 1 134 | -4,47 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 68 757 | 3,49 | 22 058 | -0,97 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 2 639 | 2,21 | 847 | -2,20 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 1 122 | -51,28 | 360 | -53,37 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Put | 102 600 | 320,49 | 869 | 4 038,10 | |||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 5 589 | 2,63 | 1 793 | -1,75 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1 197 | -5,38 | 384 | -9,43 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 1 486 | -6,31 | 477 | -10,36 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 5 572 | -29,00 | 1 787 | -32,08 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 1 246 | 30,75 | 400 | 25,08 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 11 956 | -0,70 | 4 215 | 2,58 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 3 921 | 44,10 | 1 258 | 37,83 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 20 020 | -2,18 | 6 423 | -6,40 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 183 598 | 6,50 | 58 900 | 1,91 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3 364 602 | 3,45 | 1 079 398 | -1,01 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 7 461 | -28,38 | 2 394 | -31,44 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 2 445 | 784 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 19 708 | 3,32 | 6 325 | -1,14 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 1 895 | -2,87 | 608 | -7,19 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 686 | -2,70 | 220 | -6,78 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 21 125 | -1,72 | 7 | -14,29 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 222 130 | -0,47 | 71 261 | -4,76 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 712 | -46,10 | 0 | |||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 1 057 | -3,65 | 339 | -7,63 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 11 159 | 10,55 | 3 741 | 12,95 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 108 390 | -5,01 | 35 | -10,53 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 85 886 | 2,24 | 27 553 | -3,82 | ||||
| 2026-04-20 | 13F | Emprise Bank | 37 423 | 11,12 | 12 006 | 6,32 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 84 895 | -2,78 | 27 235 | -6,98 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 2 614 | 839 | ||||||
| 2026-04-28 | 13F | Hardy Reed LLC | 770 559 | 0,94 | 247 203 | -3,41 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 56 861 | 8,17 | 18 242 | 3,50 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 133 142 | 42 713 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45 597 | 6,64 | 14 628 | 2,04 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 738 795 | 0,58 | 237 017 | -3,76 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 8 276 | 0,10 | 2 655 | -4,22 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 4 558 | -11,51 | 1 462 | -15,30 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 1 161 | -44,24 | 372 | -46,70 | ||||
| 2026-05-13 | 13F | Bienville Capital Management, LLC | 2 245 | -8,85 | 720 | -12,73 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 1 146 | -7,73 | 368 | -11,78 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 60 | -15,49 | 19 | -17,39 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 226 353 | 9,15 | 72 616 | 4,45 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 39 053 | 27,27 | 12 529 | 21,78 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 50 531 | 1,14 | 16 211 | -3,23 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 110 | 0,00 | 35 | -2,78 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 859 | 0,00 | 276 | -4,51 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 43 | 0,00 | 14 | -7,14 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 1 745 | 0,00 | 560 | -4,44 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 28 476 | 3,97 | 9 135 | -0,51 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 889 | 0,00 | 285 | -4,36 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 13 528 | 1,36 | 4 340 | -3,02 | ||||
| 2026-04-23 | 13F | Orca Investment Management, LLC | 7 762 | -2,04 | 2 490 | -6,25 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 854 681 | 3,73 | 594 532 | -0,84 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6 031 021 | 4,90 | 1 934 812 | 0,38 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 17 798 | -1,14 | 5 710 | -5,42 | ||||
| 2026-05-15 | 13F | Michael & Susan Dell Foundation | 134 575 | 0,00 | 43 173 | -4,31 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 16 547 | 5,75 | 5 308 | 1,18 | ||||
| 2026-05-13 | 13F | PYA Waltman Capital, LLC | 3 363 | 0,00 | 1 079 | -4,35 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 92 410 | 68,98 | 29 646 | 61,69 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 4 255 | 1 365 | ||||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 9 764 | -0,07 | 3 458 | 5,59 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 69 972 | -34,43 | 22 448 | -37,26 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 12 190 | 0,75 | 3 911 | -3,60 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 1 727 | 0,52 | 1 | |||||
| 2026-05-06 | 13F | Tandem Wealth Advisors LLC | 10 026 | -20,33 | 3 216 | -23,77 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 2 795 | 0,04 | 897 | -4,27 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 24 663 | -0,54 | 7 912 | -4,82 | ||||
| 2026-04-28 | 13F | Seascape Capital Management | 887 | -2,63 | 0 | |||||
| 2026-05-05 | 13F | Wedgewood Investors Inc /pa/ | 850 | 0,00 | 273 | -4,23 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 41 522 | 68,39 | 13 321 | 61,14 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 2 811 | -7,75 | 902 | -11,75 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 26 188 | 6,54 | 8 401 | 1,94 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 747 | 0,00 | 240 | -4,40 | ||||
| 2026-04-13 | 13F | Bank & Trust Co | 21 | 0,00 | 7 | -14,29 | ||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 3 424 | -32,89 | 1 098 | -35,79 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 8 387 | -40,92 | 2 691 | -43,48 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 29 441 | 1,47 | 9 445 | -2,90 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 3 819 | -5,02 | 1 225 | -9,12 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 2 326 | 132,14 | 746 | 122,69 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 12 868 | 2,82 | 4 128 | -1,60 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 10 436 | 1,49 | 3 348 | -2,90 | ||||
| 2026-05-11 | 13F | a16z Perennial Management, L.P. | 44 959 | -57,24 | 14 423 | -73,67 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 2 570 | 11,59 | 1 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2 597 185 | 7,24 | 833 203 | 2,62 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 631 | -7,34 | 203 | -11,40 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 93 285 | -18,74 | 29 927 | -22,25 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 52 828 | -0,53 | 16 948 | -4,82 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 898 | -69,77 | 288 | -71,08 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 340 | 109 | ||||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 1 281 | 411 | ||||||
| 2026-04-07 | 13F | Five Oceans Advisors | 7 495 | 0,00 | 2 404 | -4,30 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 8 262 | 12,88 | 2 651 | 8,03 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 96 | 0,00 | 31 | -6,25 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 969 | -19,78 | 311 | -23,96 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 26 591 | -0,38 | 8 531 | -4,68 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 8 086 | -28,18 | 2 594 | -31,27 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 3 421 | -35,42 | 1 147 | -34,06 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 76 942 | -4,51 | 24 684 | -8,63 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 4 687 | 0,00 | 1 504 | -4,33 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 39 534 | -4,71 | 12 779 | -8,14 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 4 474 | -1,17 | 1 435 | -5,41 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 877 | 1,74 | 281 | -2,77 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 46 353 | 2,64 | 14 868 | -1,80 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 7 186 | 6,73 | 2 305 | 2,13 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 6 456 | -0,43 | 2 071 | -4,69 | ||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 766 | 246 | ||||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 1 161 | -7,93 | 372 | -11,85 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 1 744 | 0,06 | 560 | -4,28 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 2 102 | 4,63 | 674 | 0,15 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 66 741 | 1,19 | 21 411 | -3,17 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 25 852 | 3,06 | 8 294 | -1,38 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 18 516 | -5,83 | 5 940 | -9,89 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 9 609 | -0,30 | 3 083 | -4,61 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 44 422 | 5,31 | 14 251 | 0,77 | ||||
| 2026-04-28 | 13F | Townsend & Associates, Inc | 0 | -100,00 | 0 |
Other Listings
| US:VTI | 364,19 USD |
