Podstawowe statystyki
| Właściciele instytucjonalni | 1438 total, 1432 long only, 0 short only, 6 long/short - change of -1,63% MRQ |
| Średnia alokacja portfela | 0.3424 % - change of -13,74% MRQ |
| Akcje instytucjonalne (długie) | 68 379 110 (ex 13D/G) - change of -2,89MM shares -4,74% MRQ |
| Wartość instytucjonalna (długa) | $ 10 240 280 USD ($1000) |
Własność instytucjonalna i akcjonariusze
iShares Trust - iShares Select Dividend ETF (MX:DVY) posiada 1438 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 68,379,110 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., Northern Trust Corp, Royal Bank Of Canada, LPL Financial LLC, Bank of New York Mellon Corp, Jpmorgan Chase & Co, and Envestnet Asset Management Inc .
iShares Trust - iShares Select Dividend ETF (BMV:DVY) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
Sprawdź Ownership Explorer, który zawiera listę firm o najwyższym rankingu.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Select Dividend ETF.
Select a question to share a public post with an AI-crafted answer.
Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
aby odblokować dane premium i eksportować do Excela
.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ  (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ  (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | MAI Capital Management | 81 582 | -3,37 | 12 352 | 3,67 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 40 358 | -1,44 | 6 111 | 5,73 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 5 908 | -0,10 | 895 | 7,19 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 105 | 0,00 | 16 | 7,14 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 46 179 | 0,00 | 6 992 | 7,27 | ||||
| 2026-04-22 | 13F | Vicus Capital | 1 514 | -20,27 | 229 | -14,55 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 621 | 0,00 | 229 | -0,87 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 24 194 | 0,25 | 3 663 | 7,55 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 304 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1 510 | 0,00 | 229 | 7,04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 2 423 | -5,43 | 367 | 1,39 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 10 985 | 0,11 | 1 663 | 7,43 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1 500 | 0,00 | 227 | 7,58 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 41 653 | 4,61 | 6 307 | 12,21 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 887 | 134 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 4 377 | -0,59 | 663 | 6,60 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 1 373 | 0 | ||||||
| 2026-04-29 | 13F | Unified Investment Management | 1 627 | 0,00 | 246 | 7,42 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 1 406 | -69,14 | 213 | -67,03 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 11 012 | 10,27 | 1 667 | 18,31 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 1 633 | 0,00 | 246 | 6,49 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 127 | 0,00 | 19 | 11,76 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 12 527 | 12,26 | 1 909 | 10,22 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 3 650 | 0,11 | 553 | 7,39 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 5 274 | 14,43 | 799 | 22,77 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 248 | 0,00 | 38 | 5,71 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 1 602 | -1,48 | 243 | 5,68 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 1 979 | 0,00 | 300 | 14,12 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 259 | -53,50 | 39 | -50,00 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3 504 | 531 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9 917 | -41,39 | 1 522 | -36,31 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 3 500 | 0,00 | 530 | 7,30 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 2 302 | -36,51 | 349 | -31,90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 4 098 | 0,52 | 621 | 7,83 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1 038 | 0,00 | 157 | 7,53 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 6 952 | 0,12 | 1 053 | 7,35 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 103 131 | -0,75 | 167 025 | 6,47 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 1 562 | -0,89 | 237 | 6,31 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 14 362 | 4,92 | 2 175 | 12,58 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 10 231 | 2,08 | 1 549 | 9,55 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 478 | 0,63 | 72 | 7,46 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 311 822 | 2,73 | 47 213 | 10,20 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3 644 | 558 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 2 877 | 406 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 13 062 | -0,49 | 1 978 | 6,75 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 1 511 | 0,00 | 229 | 7,04 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 6 448 | 22,84 | 976 | 31,89 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 16 197 | 1,43 | 2 452 | 8,83 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 348 | 0,00 | 53 | 6,12 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5 400 | 49,92 | 818 | 60,83 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 979 | 0,41 | 300 | 7,55 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 5 591 | 0,00 | 847 | 7,22 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 5 420 | 1,92 | 821 | 9,33 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 2 233 | 0,00 | 338 | 7,30 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 2 033 | -12,86 | 0 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 6 485 | -0,86 | 982 | 6,28 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 10 470 | 3,37 | 1 585 | 10,92 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1 845 | 0,71 | 279 | 8,14 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1 480 | -51,65 | 224 | -48,15 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 459 | 0,00 | 221 | 7,32 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 184 | 3,37 | 28 | 8,00 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 7 585 | -28,77 | 1 148 | -23,57 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 30 911 | -2,75 | 4 680 | 4,32 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 3 359 | -0,86 | 509 | 6,28 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 1 788 | 0,00 | 271 | 7,14 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13 940 | 128,60 | 1 967 | 127,14 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 76 | 1,33 | 11 | 10,00 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 2 000 | 0,00 | 303 | 7,09 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 315 | 0,00 | 48 | 6,82 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 10 781 | 2,83 | 1 632 | 10,34 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 11 600 | -16,12 | 1 756 | -9,99 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 95 057 | -30,18 | 14 358 | -25,29 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 242 901 | -5,27 | 36 778 | 1,62 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 3 556 | 40,06 | 538 | 50,28 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8 828 | 11,70 | 1 337 | 19,82 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 2 150 | 326 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 251 | -14,33 | 38 | -7,32 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 2 000 | 0,00 | 303 | 7,09 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 888 | 8,19 | 286 | 15,85 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 9 694 | 18,67 | 1 468 | 27,23 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2 515 | -0,24 | 381 | 7,04 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 53 154 | 29,13 | 7 947 | 36,80 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4 814 | -0,23 | 729 | 6,90 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 3 685 | 8,38 | 520 | 7,66 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2 360 | 0,30 | 357 | 7,53 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1 569 | 9,49 | 238 | 17,33 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 109 595 | -9,15 | 16 594 | -2,55 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 9 951 | 33,25 | 1 512 | 43,45 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2 512 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 19 187 | 2,69 | 2 905 | 10,16 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 10 611 | -0,14 | 1 607 | 7,14 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4 366 | 0,00 | 661 | 7,31 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 4 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 30 203 | 5,63 | 4 573 | 13,31 | ||||
| 2026-01-23 | 13F | First PREMIER Bank | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 1 595 | 0,13 | 241 | -3,21 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 23 664 | -2,60 | 3 583 | 4,46 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 53 087 | 19,75 | 8 038 | 28,46 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 21 145 | 1,69 | 3 202 | 9,10 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1 094 | 0,00 | 166 | 7,14 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8 215 | 2,11 | 1 244 | 9,52 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 4 948 | 0,00 | 749 | 7,31 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 31 542 | -5,48 | 4 776 | 1,38 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 2 210 | 99 | ||||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 1 944 | 0,00 | 294 | 7,30 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 2 283 | 0,00 | 346 | 7,14 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 6 157 | -1,12 | 932 | 6,15 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 89 086 | -6,14 | 13 489 | 0,69 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5 906 | -0,29 | 903 | 2,27 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 19 964 | 48,52 | 3 023 | 59,30 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 7 997 | 0,36 | 1 211 | 7,65 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 8 255 | 14,64 | 1 250 | 22,93 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 2 169 | 328 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 135 137 | 0,87 | 20 461 | 8,22 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1 378 | -26,58 | 209 | -21,21 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 064 | 0,10 | 464 | 7,42 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1 211 | 0,00 | 183 | 7,65 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 3 370 | 0,00 | 510 | 7,37 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 485 314 | 27,19 | 73 510 | 36,43 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 6 980 | 0,00 | 1 047 | 5,54 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 9 064 | 0,00 | 1 372 | 7,27 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 1 519 | -0,91 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3 255 | 589,62 | 492 | 643,94 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 6 895 | 13,65 | 1 044 | 21,85 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 49 | 0,00 | 7 | 16,67 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 22 961 | 4,63 | 3 241 | 3,91 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1 643 | 0,00 | 249 | 7,36 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 2 036 | 0,00 | 308 | 7,32 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 2 972 | 1,92 | 450 | 8,43 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 14 690 | 37,28 | 2 224 | 47,28 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 9 550 | -4,15 | 1 446 | 2,77 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 766 | -18,07 | 116 | -12,21 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 11 400 | -33,72 | 1 726 | -28,88 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 88 | 0,00 | 13 | 8,33 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 34 126 | 5 167 | ||||||
| 2026-05-13 | 13F | Fogel Capital Management, Inc. | 2 345 | 0,00 | 355 | 7,58 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 13 429 | 0,99 | 2 033 | 8,37 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 2 076 | 0,00 | 314 | 7,17 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 14 670 | -3,38 | 2 221 | 3,69 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2 241 | 0,00 | 339 | 7,28 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 8 969 | 0,00 | 1 358 | 7,27 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1 358 | 206 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 6 128 | -34,78 | 865 | -35,28 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 19 580 | 0,62 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 184 182 | -63,58 | 27 887 | -60,93 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 1 820 | -14,15 | 276 | -8,03 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 6 443 | -33,53 | 976 | -28,73 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4 260 | -1,16 | 645 | 6,09 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 343 | 0,00 | 52 | 6,25 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 2 617 | -12,97 | 0 | |||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 3 997 | -0,97 | 605 | 6,33 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1 354 | -4,65 | 205 | 0,99 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 28 112 | -5,67 | 4 256 | 1,19 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 31 840 | 222,66 | 5 | 300,00 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2 854 | -2,46 | 432 | 4,85 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 15 570 | -13,36 | 2 357 | -7,06 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 14 206 | 0,06 | 2 151 | 7,34 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 993 | 0,00 | 150 | 7,14 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 176 755 | 8,92 | 27 | 18,18 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 2 548 | 0,00 | 386 | 7,24 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 154 | 0,00 | 23 | 9,52 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 721 | 0,00 | 261 | -2,62 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 15 749 | 2,16 | 2 385 | 9,61 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8 571 | 0,55 | 1 298 | 7,28 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2 024 | 32,81 | 306 | 42,33 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 9 462 | 0,34 | 1 433 | 7,67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 274 | 94,33 | 798 | 108,36 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3 294 | 0,00 | 499 | 7,33 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4 080 | 6,67 | 618 | 14,47 | ||||
| 2026-04-14 | 13F | Legacy Trust | 7 835 | 0,00 | 1 186 | 7,33 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 4 392 | 0,00 | 665 | 7,43 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 13 493 | 1,80 | 2 043 | 9,20 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 100 | 0,00 | 15 | 7,14 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9 536 | 1,12 | 1 444 | 8,50 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 23 315 | 0,03 | 3 530 | 7,33 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 15 231 | 1,80 | 2 150 | 0,94 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 18 191 | -1,61 | 2 754 | 5,56 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 31 760 | 0,74 | 4 809 | 8,07 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 1 599 | -16,89 | 242 | -10,70 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 3 551 | -4,05 | 538 | 2,87 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 98 | 0,00 | 15 | 7,69 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 20 772 | 4,49 | 3 145 | 12,12 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 9 395 | 0,00 | 1 422 | 7,24 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 6 843 | -5,52 | 1 036 | 1,37 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 4 296 | -0,88 | 650 | 6,38 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 4 902 | 0,00 | 742 | 7,38 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 39 372 | -0,40 | 5 961 | 6,85 | ||||
| 2026-01-29 | 13F | Comerica Bank | 427 919 | -1,24 | 60 396 | -1,91 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1 127 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 713 | -50,00 | 411 | -47,90 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 27 | 0,00 | 4 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 908 | 4,34 | 895 | 11,89 | ||||
| 2026-05-08 | 13F | Dale Q Rice Investment Management Ltd | 6 257 | -0,43 | 947 | 6,88 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1 364 | 206 | ||||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 1 450 | 0,76 | 220 | 7,88 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 1 640 | 0,00 | 248 | 7,36 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 497 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 16 925 | -0,08 | 2 563 | 7,20 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18 804 | -11,80 | 3 | -33,33 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4 456 | 0,00 | 675 | 7,32 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 10 495 | 8,64 | 1 589 | 16,58 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Cabana Llc | 5 772 | -15,29 | 874 | -9,05 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 2 383 | -0,75 | 361 | 6,51 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 54 073 | -16,49 | 8 187 | -10,41 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 8 571 | 15,25 | 1 298 | 23,64 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 283 465 | -0,69 | 42 919 | 6,54 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 5 000 | 0,00 | 757 | 7,38 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 660 | 0,00 | 100 | 6,45 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8 270 | -0,28 | 1 252 | 7,01 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 11 940 | -15,72 | 1 808 | -9,60 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 3 347 | 0,00 | 507 | 7,20 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 2 613 | 0,19 | 396 | 7,34 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1 247 | 0,73 | 189 | 8,05 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 2 784 | -2,93 | 421 | 4,21 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4 006 | -4,05 | 607 | 2,89 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 16 656 | 0,00 | 2 522 | 7,28 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 250 | 0,00 | 38 | 5,71 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 768 498 | -1,45 | 116 358 | 5,72 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 1 350 | 204 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3 190 | -1,27 | 483 | 5,70 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 4 712 | 0,00 | 713 | 7,22 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 3 154 | 0,67 | 478 | 7,92 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 2 285 | 0,00 | 346 | 7,14 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 1 395 | 211 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 300 | 0,00 | 45 | 7,14 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 21 419 | -8,84 | 3 243 | -2,20 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Peoples Bank/KS | 14 638 | 2,20 | 2 216 | 9,65 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 2 797 | -0,18 | 424 | 7,09 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5 795 | 0,00 | 877 | 7,34 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 9 809 | 0,00 | 1 485 | 7,30 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 71 361 | 5,12 | 10 805 | 12,76 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 750 | 114 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 104 112 | -0,52 | 15 764 | 6,72 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 79 441 | 22,90 | 12 028 | 31,84 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 28 455 | -2,53 | 4 308 | 4,56 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 4 745 | 0,30 | 670 | -0,45 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1 638 | 0,00 | 248 | 7,36 | ||||
| 2026-02-13 | 13F | Diametric Capital, LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 2 791 | 423 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 1 531 | -7,83 | 232 | -1,28 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 1 450 | 0,00 | 220 | 7,35 | ||||
| 2026-05-11 | 13F | Commerce Bank | 280 769 | 1,89 | 42 511 | 9,30 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 6 835 | -8,89 | 1 035 | -2,27 | ||||
| 2026-05-11 | 13F | United Bank | 2 399 | 0,00 | 363 | 7,40 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 2 388 | 1,23 | 362 | 8,41 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 5 804 | 0,00 | 879 | 7,20 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 8 228 | -0,93 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 238 781 | 8,18 | 36 | 16,13 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 1 533 | -8,31 | 232 | -1,28 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3 994 | 0,00 | 605 | 7,28 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 9 370 | 17,94 | 1 419 | 26,49 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 2 533 | 0,00 | 384 | 7,28 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 257 | 0,78 | 39 | 5,56 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 119 877 | 1,35 | 18 151 | 8,72 | ||||
| 2026-05-11 | 13F | Karnit Road Accident Victims Compensation Fund | 2 170 | 0,00 | 329 | 7,19 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 21 817 | 149,39 | 3 303 | 167,67 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 23 237 | -18,71 | 3 518 | -12,79 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 466 225 | 11,47 | 65 805 | 10,72 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 1 403 | 212 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2 271 | -1,35 | 344 | 5,86 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 5 716 | 0,00 | 865 | 7,32 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 18 170 | -0,73 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 1 567 | 0,00 | 237 | 7,24 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1 335 | 202 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 58 375 | -4,86 | 8 839 | 1,38 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 2 275 | 0,00 | 344 | 7,17 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 1 628 | 0,00 | 246 | 7,42 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8 300 | 28,28 | 1 257 | 37,57 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 1 345 | 204 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 31 425 | -0,25 | 4 758 | 7,02 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 31 180 | -14,55 | 4 721 | -8,35 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 50 091 | -2,88 | 7 584 | 4,19 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 2 333 | 0,00 | 353 | 7,29 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2 083 | 6,33 | 315 | 14,13 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 2 475 | 0,00 | 375 | 7,16 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 4 309 | -4,46 | 652 | 2,52 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 18 872 | 0,00 | 2 857 | 7,29 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 3 525 | 2,17 | 534 | 9,67 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 2 351 | 25,65 | 356 | 34,47 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 3 643 | -8,65 | 552 | -1,96 | ||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 1 400 | 212 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 372 | -28,05 | 56 | -22,22 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 11 383 | 0,00 | 1 724 | 7,29 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 12 874 | -2,79 | 1 949 | 4,28 | ||||
| 2026-05-07 | 13F | First National Trust Co | 8 241 | -2,66 | 1 248 | 4,44 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 7 905 | -22,71 | 1 197 | -17,12 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 12 829 | -0,12 | 1 942 | 7,17 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 195 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 45 808 | -15,47 | 7 003 | -13,23 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1 779 | 0,00 | 269 | 7,17 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 808 227 | 0,01 | 576 604 | 7,28 | ||||
| 2026-05-15 | 13F | Family Management Corp | 131 | 0,00 | 20 | 5,56 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 3 641 | 32,40 | 551 | 42,01 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 1 561 | 0,00 | 236 | 7,27 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 261 | 0,00 | 40 | 8,33 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3 777 | -5,03 | 572 | 1,06 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1 351 | 204 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 406 | 0,74 | 0 | |||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 1 353 | 205 | ||||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1 627 | 0,49 | 246 | 7,89 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 5 104 | -0,29 | 773 | 6,93 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 10 998 | -15,96 | 1 650 | -10,67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 6 173 | 0,18 | 935 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 20 749 | -17,10 | 3 142 | -11,07 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 18 081 | -48,51 | 2 738 | -44,77 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1 211 | 0,00 | 183 | 7,65 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 3 013 | 0,00 | 456 | 7,29 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3 606 | 0,03 | 546 | 7,28 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 860 | 0,00 | 130 | 7,44 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 21 911 | 0,00 | 3 318 | 7,28 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 1 350 | 0,82 | 204 | 7,94 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 12 105 | 45,93 | 1 833 | 56,58 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 1 975 | 0,00 | 299 | 7,55 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 5 115 | -13,31 | 774 | -6,97 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 10 795 | 0,00 | 1 635 | 7,29 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 1 789 | 271 | ||||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 305 | 0,00 | 46 | 6,98 | ||||
| 2026-05-06 | 13F | CNB Bank | 1 102 | 0,00 | 167 | 7,10 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 1 498 | 0,54 | 227 | 7,62 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 98 520 | 0,67 | 14 917 | 7,99 | ||||
| 2026-04-24 | 13F | United Community Bank | 4 310 | -24,65 | 653 | -19,21 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26 259 | -5,07 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 50 495 | 2,68 | 7 645 | 10,16 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 1 592 | 0,00 | 241 | 7,59 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 1 356 | 205 | ||||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 2 051 | 2,14 | 311 | 9,54 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 63 | -24,10 | 10 | -18,18 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7 475 | -0,57 | 1 132 | 6,60 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2 867 | 0,31 | 434 | 7,69 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 387 | 452,86 | 59 | 544,44 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 16 825 | 19,20 | 2 547 | 27,86 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 5 253 | 0,00 | 795 | 7,29 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 3 819 | 0,00 | 578 | 7,24 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1 251 | 189 | ||||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 4 545 | 0,00 | 688 | 7,33 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 1 380 | -2,13 | 209 | 4,00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4 630 | 0,30 | 701 | 7,53 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 20 998 | 0,13 | 3 179 | 7,43 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 62 958 | 3,06 | 9 532 | 10,55 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7 962 | 0,00 | 1 206 | 7,30 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 2 169 | 1,50 | 328 | 8,25 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 67 700 | 10 250 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 17 538 | 0,00 | 2 475 | 0,00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 23 029 | 1,39 | 3 487 | 8,77 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 2 021 | 0,00 | 306 | 7,37 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 13 130 | -1,29 | 1 988 | 5,91 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 2 500 | 0,00 | 379 | 7,39 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 213 855 | 11,80 | 32 380 | 19,93 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 10 415 | -1,33 | 1 577 | 5,84 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 2 929 | 0,76 | 444 | 8,05 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 45 680 | 1 032,66 | 2 589 | 351,83 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 18 305 | 9,27 | 2 772 | 17,22 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1 481 | 0,00 | 224 | 7,69 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 3 390 | 0,00 | 513 | 7,32 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 1 988 | 15,65 | 305 | 26,03 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 3 590 | 0,00 | 544 | 7,31 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 21 761 | 1,18 | 3 295 | 8,53 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 109 170 | 3,06 | 16 529 | 10,56 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 880 | 133 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 1 559 | 0,00 | 236 | 7,27 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6 943 | 0,22 | 1 051 | 7,57 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 9 375 | -8,67 | 1 419 | -2,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 21 684 | -1,25 | 3 283 | 5,94 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 54 068 | 0,00 | 8 186 | 7,27 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6 623 | 24,66 | 1 011 | 34,98 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 4 016 | 30,22 | 608 | 39,77 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 275 | -3,56 | 344 | 3,61 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 142 176 | -15,70 | 21 527 | -9,57 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 19 019 | 0,00 | 2 880 | 7,27 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 42 | 0,00 | 6 | 0,00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 61 | -45,05 | 9 | -46,67 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 11 751 | -2,98 | 1 779 | 4,10 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 11 641 | 0,95 | 1 763 | 8,30 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 15 823 | 0,71 | 2 396 | 8,03 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 3 105 | -7,95 | 470 | -1,26 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 1 867 | -25,88 | 283 | -20,56 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 1 795 | 6,72 | 272 | 14,35 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 3 548 | -2,77 | 476 | -7,57 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 5 472 | 14,93 | 829 | 23,40 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 730 | 0,00 | 111 | 6,80 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1 397 | -31,05 | 212 | -25,96 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 2 816 | 26,56 | 426 | 35,67 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 14 330 | -0,45 | 2 170 | 6,79 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 2 250 | 0,00 | 341 | 7,26 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 8 963 | 0,50 | 1 357 | 7,87 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 1 232 | 0,00 | 187 | 7,51 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 2 045 | 157,23 | 310 | 175,89 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 823 | 0,00 | 125 | 6,90 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 536 717 | -6,67 | 230 554 | -0,79 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 1 495 | 4,55 | 229 | 12,81 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 6 228 | 943 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1 938 | 53,08 | 293 | 64,61 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 8 527 | 0,08 | 1 291 | 7,40 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 3 016 | 457 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 3 557 | 0,57 | 539 | 6,75 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 2 607 | 20,86 | 395 | 29,61 | ||||
| 2026-04-08 | 13F | KWB Wealth | 1 670 | 0,00 | 236 | 0,00 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 494 | 0,00 | 75 | 7,25 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 58 960 | 0,03 | 8 322 | -0,64 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 13 745 | -9,76 | 2 081 | -3,16 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 12 222 | 23,62 | 1 851 | 32,62 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 175 | 0,00 | 26 | 8,33 | ||||
| 2026-04-23 | 13F | American National Bank | 251 | 0,00 | 38 | 8,57 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 3 106 | 470 | ||||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 800 | -22,63 | 121 | -16,55 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 2 389 | 0,84 | 362 | 8,08 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 5 097 | -0,59 | 772 | 6,64 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 1 400 | 212 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 12 741 | -6,32 | 1 929 | 0,52 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 1 900 | 0,00 | 288 | 7,09 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 47 269 | 5,02 | 7 157 | 12,67 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8 065 913 | -1,28 | 1 221 260 | 5,91 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 2 278 | 1,70 | 345 | 8,86 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 9 451 | 0,37 | 1 431 | 7,68 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 30 025 | 4 546 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 128 | 0,00 | 19 | 5,56 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 8 819 | 4,31 | 1 335 | 11,90 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 31 287 | -0,49 | 4 737 | 6,76 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 6 575 | 0,00 | 996 | 7,34 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 10 520 | 27,05 | 1 593 | 36,30 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 7 297 | -0,88 | 1 105 | 6,26 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 28 683 | -34,11 | 4 343 | -29,32 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1 347 | 204 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1 351 | 205 | ||||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 16 920 | -2,03 | 2 562 | 5,09 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 5 034 | 0,04 | 762 | 7,32 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 6 378 | 0,08 | 966 | 7,34 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 13 969 | -3,18 | 2 115 | 3,88 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 1 593 | 0,76 | 241 | 8,07 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 1 808 | 0,00 | 275 | 4,18 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 2 600 | 394 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 669 | 0,60 | 101 | 8,60 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 46 932 | -0,06 | 7 106 | 7,20 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 6 422 | -6,21 | 972 | 0,62 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 799 | -3,50 | 121 | 3,45 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 29 557 | 2,22 | 4 475 | 9,65 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 163 287 | -23,03 | 23 595 | -23,36 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1 346 | 204 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3 506 722 | -1,33 | 530 953 | 5,85 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 27 700 | 32,54 | 4 194 | 42,22 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 55 941 | -7,72 | 8 470 | -1,01 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 24 | -31,43 | 4 | -25,00 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 28 804 | 0,06 | 4 361 | 7,36 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 21 250 | 0,00 | 3 217 | 7,27 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2 110 | 49,75 | 319 | 61,11 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 500 | 0,00 | 227 | 7,58 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 10 390 | -67,75 | 1 573 | -65,41 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1 981 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 106 014 | 0,31 | 16 052 | 7,61 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2 135 | 1,18 | 323 | 8,75 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 2 578 | -7,30 | 0 | |||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 16 308 | 0,00 | 2 469 | 7,30 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 5 188 | 0,00 | 786 | 7,24 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 10 321 | -8,86 | 1 563 | -2,25 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1 595 | 0,00 | 241 | 7,11 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 5 787 | 0,52 | 876 | 7,88 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 4 695 | 0,00 | 711 | 7,25 | ||||
| 2026-04-27 | 13F | Fairfield Financial Advisors, LTD | 2 142 | -10,49 | 324 | -3,86 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 19 892 | -1,83 | 3 012 | 5,32 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 4 889 | 2,93 | 740 | 5,41 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3 245 | -3,97 | 491 | 3,15 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 5 679 | 0,19 | 860 | 7,51 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 3 015 | 1,86 | 457 | 9,35 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | First Western Trust Bank | 2 386 | 12,76 | 361 | 21,14 | ||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 1 628 | 0,00 | 246 | 7,42 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 2 590 | 0,00 | 392 | 7,40 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 10 668 | -1,42 | 1 615 | 5,76 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 1 351 | 205 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 35 756 | 17,41 | 5 047 | 17,40 | ||||
| 2026-05-12 | 13F | Private Capital Advisors, Inc. | 13 975 | 0,00 | 2 116 | 7,25 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 10 872 | -7,25 | 1 646 | -0,48 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 11 968 | 0,00 | 1 812 | 7,28 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 2 006 | 33,73 | 304 | 43,60 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 150 | 0,00 | 23 | 4,76 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 4 289 | 0,00 | 654 | 7,93 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 17 116 | 42,51 | 2 592 | 52,86 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 29 209 | 75,82 | 4 423 | 88,65 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 103 168 | 3,92 | 15 621 | 11,48 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 42 468 | -1,04 | 6 430 | 6,16 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 3 700 | 0,00 | 560 | 6,87 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4 981 | -33,96 | 754 | -29,14 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2 967 | 3,49 | 449 | 11,14 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 1 399 | -26,33 | 212 | -21,27 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2 578 | 391 | ||||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 1 729 | 0,00 | 262 | 6,97 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 11 487 | -5,67 | 1 739 | 1,22 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 272 | -28,61 | 41 | -25,93 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 1 180 | 0,00 | 179 | 7,23 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 548 | 82,67 | 77 | 83,33 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 2 191 | -43,72 | 332 | -39,71 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 1 865 | 282 | ||||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 1 743 | 0,00 | 246 | 0,00 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 389 | 0,00 | 59 | 7,41 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 6 903 | -2,27 | 1 045 | 4,92 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 206 | 1,48 | 31 | 10,71 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 1 000 | 0,00 | 151 | 7,09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 52 313 | -3,57 | 7 921 | 113 042,86 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 642 | 0,00 | 97 | 7,78 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 1 900 | -3,06 | 288 | 3,99 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 2 928 | -6,84 | 443 | 0,00 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 776 | 2,65 | 110 | 1,87 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 9 726 | 0,10 | 1 473 | 7,37 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 6 184 | 0,00 | 1 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 10 518 | 0,68 | 1 593 | 8,01 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 4 323 | -3,35 | 661 | 0,00 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 4 771 | 0,06 | 722 | 7,44 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20 320 | -6,15 | 3 077 | 0,69 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 115 | 17 | ||||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 6 165 | 933 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 176 | 0,00 | 27 | 8,33 | ||||
| 2026-05-28 | 13F | Challenger Wealth Management | 9 884 | 0,00 | 1 497 | 7,24 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 26 386 | 3 995 | ||||||
| 2026-04-20 | 13F | First American Bank | 2 050 | 0,00 | 310 | 7,27 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1 163 | 0,00 | 176 | 7,32 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 10 367 | -3,11 | 1 570 | -1,20 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 43 418 | 3,60 | 6 574 | 11,12 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 14 984 | -36,56 | 2 269 | -31,95 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 128 315 | -2,01 | 19 428 | -3,87 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2 405 | 0,00 | 364 | 7,37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 331 481 | -0,02 | 50 189 | 7,25 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 925 | 0,00 | 140 | 7,69 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 203 | 0,00 | 31 | 7,14 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 12 590 | 32,60 | 1 906 | 42,24 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 5 151 | -55,29 | 780 | -52,06 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 8 712 | 0,00 | 1 319 | 7,32 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 4 117 | 623 | ||||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 2 329 | 0,00 | 353 | 7,32 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 7 390 | -5,13 | 1 119 | 1,73 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5 014 | 3,02 | 759 | 10,64 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 10 498 | -8,75 | 1 589 | -2,09 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 14 549 | -5,01 | 2 203 | 1,90 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 2 450 | -80,53 | 371 | -79,15 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 1 680 | 0,00 | 254 | 7,17 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 3 354 | -1,44 | 508 | 5,83 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 189 696 | -0,46 | 28 722 | 6,78 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2 823 | 16,51 | 427 | 24,85 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 2 139 | 22,23 | 324 | 31,30 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Sfam, Llc | 1 360 | 0,00 | 206 | 7,33 | ||||
| 2026-04-24 | 13F | Bayban | 675 | 0,00 | 102 | 7,37 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 18 283 | 0,09 | 2 778 | 4,83 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 21 080 | -0,31 | 3 210 | -2,31 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 2 531 | -3,43 | 383 | 3,79 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4 618 | 19,92 | 699 | 28,73 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 1 799 | -33,81 | 272 | -28,98 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11 594 | -19,36 | 1 755 | -13,50 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 69 172 | -20,64 | 10 473 | -14,87 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 1 050 | 0,00 | 159 | 6,76 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 3 382 | 25,58 | 512 | 34,74 | ||||
| 2026-05-15 | 13F | Fmr Llc | 193 751 | 15,01 | 29 336 | 23,38 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 1 394 | 211 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 4 420 | -3,24 | 669 | 3,88 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 29 783 | -0,82 | 4 509 | 6,39 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 151 168 | -11,28 | 22 888 | -4,82 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 4 075 | -12,83 | 617 | -6,53 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 633 | 0,00 | 96 | 6,74 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 358 | -10,05 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 1 836 | 0,00 | 278 | 6,95 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 579 | 0,00 | 88 | 7,41 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 3 547 | -8,37 | 537 | -1,65 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 3 998 | 6,90 | 605 | 14,80 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 6 767 | -1,28 | 1 025 | 5,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 165 919 | 41,78 | 25 122 | 52,10 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 6 294 | 0,00 | 953 | 7,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2 696 | 0,00 | 408 | 7,37 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 3 807 | 6,43 | 576 | 14,29 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 2 495 | 0,00 | 378 | 7,10 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 1 617 | 245 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 16 728 | -3,92 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 4 526 | 5,85 | 685 | 13,60 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 2 710 | 0,00 | 412 | 3,79 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 099 024 | -3,20 | 166 403 | 3,85 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 7 534 | 27,07 | 1 141 | 36,36 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 3 106 667 | 1,66 | 470 380 | 9,06 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 38 433 | -1,27 | 5 819 | 5,92 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 34 122 | 361,42 | 4 816 | 358,57 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 123 757 | 3,61 | 18 738 | 11,15 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 5 686 | 0,00 | 861 | 7,23 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 1 573 | -1,44 | 238 | 5,78 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 137 997 | -6,68 | 20 894 | 0,11 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 14 753 | 2,82 | 2 234 | 10,27 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 2 598 | -84,46 | 393 | -83,34 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 6 618 | -3,03 | 1 002 | 4,05 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 2 374 | -2,47 | 359 | 4,66 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 13 318 | 1,07 | 2 016 | 8,45 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 11 522 | -3,56 | 1 745 | 3,44 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 795 | 120 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 645 684 | 178,58 | 97 763 | 198,86 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1 340 | 203 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 168 | 34,56 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 1 801 | 0,06 | 272 | 7,09 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 4 199 | -1,52 | 636 | 5,66 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 3 044 | -1,62 | 461 | 5,50 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 7 740 | 0,14 | 1 172 | 7,43 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13 458 | 16,88 | 2 038 | 25,35 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 3 426 | -4,14 | 519 | 2,78 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 14 245 | -1,08 | 2 157 | 6,10 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 410 | 62 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 3 000 | 0,00 | 454 | 7,33 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 27 883 | 0,00 | 4 222 | 7,27 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 1 906 | -12,61 | 289 | -6,19 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 32 734 | 8,75 | 4 956 | 16,67 | ||||
| 2026-01-07 | 13F | KFA Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 2 734 | 0,00 | 414 | 7,27 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 2 197 | -5,30 | 333 | 1,53 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 1 793 | -45,07 | 271 | -41,09 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 11 846 | -0,01 | 1 794 | 7,24 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 20 | 5,26 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 2 936 | 0,48 | 445 | 7,77 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14 754 | 21,30 | 2 224 | 29,60 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3 007 | 5,55 | 455 | 13,18 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 952 | -38,74 | 144 | -34,25 | ||||
| 2026-04-20 | 13F | City State Bank | 490 | -7,55 | 74 | 0,00 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2 533 | 384 | ||||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 3 275 | 0,00 | 496 | 7,14 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 2 550 | 0,00 | 386 | 7,52 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 124 552 | 3,10 | 18 858 | 10,60 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 29 303 | -2,07 | 4 437 | 5,04 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 14 288 | -0,01 | 2 176 | 7,89 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 17 673 | 0,00 | 2 676 | 7,26 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 505 | 0,00 | 76 | 7,04 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 1 452 | 0,28 | 220 | 7,35 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 495 | 0,00 | 75 | 7,25 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 75 016 | 15,27 | 11 358 | 23,66 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 13 916 | -11,55 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 2 318 | 351 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 30 640 | 0,57 | 4 617 | -3,05 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 34 831 | 8,11 | 5 274 | 15,97 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 6 304 | -1,97 | 954 | 5,18 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 6 000 | 50,00 | 908 | 60,99 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 354 | 0,85 | 54 | 0,00 | ||||
| 2026-01-13 | 13F | FSA Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 41 385 | -11,29 | 6 266 | -4,83 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 3 714 | 0,00 | 562 | 7,25 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 14 | -12,50 | 2 | -50,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 98 714 | 937,35 | 14 946 | 1 012,88 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 14 111 | 0,00 | 1 992 | -0,70 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 142 798 | -1,17 | 21 616 | 5,99 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 8 759 | -3,15 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2 068 | -8,29 | 313 | -1,57 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 4 528 | 0,13 | 686 | 7,37 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 350 | 0,00 | 53 | 6,12 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 26 350 | 127,53 | 3 990 | 144,12 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 611 | 0,00 | 93 | 6,98 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 549 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 18 724 | -1,96 | 2 835 | 5,16 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 53 051 | 16,33 | 8 032 | 24,80 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | AF Advisors, Inc. | 2 808 | -0,53 | 425 | 6,78 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 61 | 1,67 | 9 | 12,50 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 31 077 | 0,67 | 4 705 | 7,99 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 814 | 0,00 | 123 | 7,89 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 6 207 | 0,00 | 940 | 7,19 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 6 543 | 0,00 | 923 | -0,65 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 3 607 | 546 | ||||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 1 675 | 0,00 | 254 | 7,20 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 1 500 | 0,00 | 227 | 7,58 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 3 450 | 463 | ||||||
| 2026-04-16 | 13F | Rockland Trust Co | 2 881 | 0,00 | 436 | 7,39 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 1 798 | 272 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 101 349 | -10,47 | 15 345 | -4,40 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 38 370 | -17,66 | 5 810 | -11,68 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Northeast Investment Management | 2 341 | 0,00 | 354 | 7,27 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1 939 | 15,62 | 294 | 24,58 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 1 011 427 | 0,00 | 153 140 | 7,28 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 92 380 | 9,48 | 13 987 | 17,45 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 28 729 | -2,64 | 4 350 | 4,44 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 2 047 | -0,05 | 310 | 7,27 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1 578 | 239 | ||||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 2 061 | 0,34 | 312 | 7,96 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 43 077 | 0,12 | 6 522 | 7,41 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 551 | -21,29 | 83 | -15,31 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 300 002 | -0,09 | 45 427 | 7,18 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 24 199 | 0,98 | 3 669 | 8,33 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 14 972 | 0,46 | 2 267 | 7,75 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7 325 | 0,07 | 1 109 | 7,36 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 1 990 | -99,29 | 301 | 7,50 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 453 | 0,89 | 69 | 7,94 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 3 836 | -3,38 | 581 | 3,57 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 20 136 | 2,18 | 3 049 | 9,60 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2 703 | 28,53 | 409 | 38,18 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 2 471 | 0,00 | 374 | 7,47 | ||||
| 2026-05-01 | 13F | Vantage Investment Partners, LLC | 2 806 | 0,00 | 425 | 7,07 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 274 | -3,52 | 42 | 2,50 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 30 741 | 4,36 | 4 655 | 11,96 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 881 | -79,61 | 285 | -78,19 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 4 630 | 0,00 | 711 | 8,88 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2 501 | 0,04 | 379 | 7,39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 22 205 | -16,93 | 3 362 | -10,87 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 2 755 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 1 680 | 0,06 | 254 | 7,63 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 1 975 | 0,00 | 299 | 7,55 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 23 409 | -0,70 | 3 544 | 6,52 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1 750 | 265 | ||||||
| 2026-05-06 | 13F | Anb Bank | 3 300 | -5,42 | 500 | 1,42 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 3 689 | -6,04 | 559 | 0,72 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 7 336 | 0,00 | 1 111 | 7,25 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 5 448 | 0,00 | 825 | 7,29 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 3 695 | 0,00 | 559 | 7,29 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 129 | 20 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 10 232 | -8,06 | 1 549 | -1,34 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 631 | 17,50 | 89 | 43,55 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 11 095 | -3,31 | 1 680 | 3,71 | ||||
| 2026-05-04 | 13F | Camden National Bank | 2 605 | 0,62 | 394 | 7,95 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 3 336 | 0,69 | 505 | 8,14 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 752 | 0,00 | 114 | 6,60 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 503 672 | -8,82 | 76 227 | -2,09 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 96 | 15 | ||||||
| 2026-05-14 | 13F | MYDA Advisors LLC | 260 000 | 39 367 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 4 673 | 0,00 | 708 | 7,28 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 5 924 | -1,87 | 889 | 3,14 | ||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Dentgroup LLC | 1 519 | 0,00 | 214 | -0,47 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 8 430 | -0,22 | 1 276 | 7,05 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 4 007 | 0,50 | 607 | 7,83 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 4 960 | 0,00 | 751 | 7,14 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1 350 | 204 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 7 220 | 0,63 | 1 093 | 8,00 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 39 | 0,00 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 14 163 | -2,24 | 2 144 | 4,89 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 1 773 | 0,00 | 268 | 7,20 | ||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 385 | 0,26 | 58 | 7,41 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 1 866 | -2,05 | 283 | 5,22 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 3 774 | -4,98 | 571 | 1,96 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 25 089 | -2,27 | 3 799 | 4,83 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2 492 | 4,18 | 377 | 11,87 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 3 624 | 0,00 | 549 | 7,24 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 108 | 0,00 | 16 | 6,67 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 179 913 | 1,56 | 27 241 | 8,96 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 5 180 | 0,00 | 784 | 7,25 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 27 205 | 3,37 | 4 119 | 10,90 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 1 632 | 0,00 | 247 | 7,39 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 2 835 | -38,17 | 429 | -33,69 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1 197 | 0,00 | 181 | 7,74 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 558 | -15,07 | 84 | -8,70 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 1 504 | 0,00 | 228 | 7,08 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 5 081 | -7,23 | 769 | -0,52 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 3 237 | 94,18 | 490 | 108,51 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 36 682 | 11,54 | 5 553 | 19,65 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 8 108 | 0,00 | 1 228 | 7,26 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10 494 | 1,53 | 1 589 | 8,92 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 978 | -8,04 | 299 | -1,32 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 30 607 | 4 634 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 14 375 | 2,51 | 2 177 | 9,95 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 951 | 0,00 | 144 | 6,72 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 815 | -32,37 | 123 | -27,65 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 15 871 | 1,12 | 2 240 | 0,45 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 3 335 | -1,48 | 505 | 5,66 | ||||
| 2026-05-08 | 13F | Banco de Sabadell, S.A | 18 560 | -24,94 | 3 | -33,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 395 961 | -1,45 | 59 948 | 5,71 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3 273 | 75,12 | 496 | 88,21 | ||||
| 2026-04-10 | 13F | Carderock Capital Management Inc | 1 600 | 0,00 | 242 | 7,56 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 1 600 | 0,00 | 242 | 7,56 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 6 381 | 40,37 | 966 | 50,70 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 19 297 | 7,87 | 2 922 | 15,73 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 3 800 | 575 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 2 500 | 379 | |||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 92 235 | 11,49 | 13 965 | 19,60 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 10 848 | 0,00 | 1 643 | 7,25 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 8 281 | 0,00 | 1 254 | 7,28 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 2 064 | 0,00 | 291 | -0,68 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 38 710 | 0,00 | 5 861 | 7,29 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 13 081 | -0,01 | 1 981 | 7,26 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 2 380 | 16,10 | 360 | 24,57 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25 738 | 135,78 | 3 897 | 153,05 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 1 400 | 212 | ||||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 6 164 | 0,00 | 933 | 7,36 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 2 011 | 32,65 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 55 816 | -2,79 | 8 451 | 4,28 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 150 | 0,33 | 326 | 7,62 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 9 274 | 0,32 | 1 404 | 7,67 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2 403 | 3,53 | 364 | 11,01 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4 247 | 2,41 | 643 | 9,91 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 72 556 | 24,97 | 10 986 | 34,06 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 14 028 | 0,00 | 2 124 | 7,28 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 60 130 | 2,50 | 9 104 | 9,95 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 19 573 | 7,14 | 2 763 | 6,39 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 2 110 | 0,00 | 319 | 7,41 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 53 | 0,00 | 8 | 14,29 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 1 196 | 0,00 | 181 | 7,74 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 63 420 | -2,66 | 9 602 | 4,43 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 105 702 | 85,04 | 16 004 | 98,51 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 58 781 | -7,66 | 8 900 | -0,93 | ||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 1 925 | -18,02 | 291 | -12,08 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 8 735 | 0,00 | 1 323 | 7,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8 566 | 49 877 | 20,47 | |||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 6 | -45,45 | 1 | -100,00 | ||||
| 2026-05-05 | 13F | CapWealth Advisors, LLC | 4 895 | -3,74 | 741 | 3,35 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Baring Financial LLC | 3 249 | -4,19 | 492 | 2,72 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 5 572 | -0,18 | 844 | 7,12 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 18 704 | -0,12 | 2 832 | 7,19 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 5 591 | -2,83 | 847 | 4,19 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 32 219 | 0,04 | 4 878 | 7,33 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 28 942 | 0,12 | 4 382 | 7,40 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2 057 | 0 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 6 189 | -4,30 | 937 | 2,74 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8 296 | 123,43 | 1 256 | 139,69 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 691 | 0,00 | 105 | 7,22 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 4 389 | 0,00 | 665 | 7,27 | ||||
| 2026-05-12 | 13F | New South Capital Management Inc | 15 680 | 0,00 | 2 374 | 7,28 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 68 | 0,00 | 0 | |||||
| 2026-03-12 | 13F | Farmers National Bank | 10 283 | -1,28 | 1 451 | -1,96 | ||||
| 2026-04-22 | 13F | Motco | 1 711 | -37,80 | 259 | -33,25 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 11 431 | 25,62 | 1 731 | 34,74 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 857 | 32,46 | 130 | 41,76 | ||||
| 2026-05-15 | 13F | Catherine Avery Investment Management LLC | 149 | 0,00 | 23 | 4,76 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 60 | 0,00 | 9 | 12,50 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 120 | 0,00 | 18 | 12,50 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 1 770 | 18,79 | 268 | 27,14 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 2 107 | 5,03 | 319 | 12,72 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 4 362 | -2,68 | 660 | 4,43 | ||||
| 2026-05-01 | 13F | CMG Global Holdings, LLC | 22 968 | -0,17 | 3 478 | -2,08 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 1 650 | 0,00 | 250 | 7,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6 518 944 | 0,19 | 987 034 | 7,48 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 3 228 | -3,87 | 489 | 3,17 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 10 517 | 0,00 | 1 592 | 7,28 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 6 548 | 42,75 | 991 | 53,17 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 266 000 | 272,20 | 20 822 | 106,43 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 7 957 | 0,00 | 1 205 | 7,21 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 9 295 | 1 407 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 218 | 33 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 262 | 40 | ||||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 13 945 | -0,71 | 2 112 | 6,51 | ||||
| 2026-04-27 | 13F | Adams Asset Advisors, LLC | 1 331 | 201 | ||||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 4 544 | 56,64 | 688 | 67,97 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 6 681 | 0,00 | 1 012 | 7,32 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 8 136 | 0,00 | 1 232 | 7,23 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 15 105 | -1,58 | 2 287 | 5,59 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 52 847 | 0,02 | 8 002 | 7,30 | ||||
| 2026-05-12 | 13F | Creative Planning | 317 572 | 2,91 | 48 084 | 10,39 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 239 | 0,42 | 36 | 9,09 | ||||
| 2026-04-24 | 13F | Balentine LLC | 35 485 | -5,62 | 5 373 | 1,24 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5 014 | -0,46 | 759 | 6,90 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 2 340 | 17,29 | 354 | 25,98 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 59 300 | -0,84 | 8 979 | 6,37 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17 920 | -91,60 | 2 713 | -90,99 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 235 | 0,00 | 36 | 6,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 127 700 | 25,94 | 19 335 | 35,11 | |||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 6 221 | -1,75 | 942 | 5,38 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 132 188 | 2,91 | 20 015 | 10,41 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 54 | 8 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 396 | 0,00 | 60 | 7,27 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 2 671 | 0,00 | 404 | 7,45 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 16 487 | -12,79 | 2 496 | -6,45 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 1 749 | 265 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 746 436 | -10,65 | 415 836 | -4,15 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 1 550 | 235 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 26 072 | 9,04 | 3 948 | 16,98 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 6 769 | -2,74 | 1 025 | 4,28 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 2 075 | 0,00 | 314 | 7,53 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 122 603 | 13,77 | 17 379 | 14,26 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 1 355 | 205 | ||||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 793 | 0,00 | 120 | 8,11 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 18 056 | 34,21 | 2 734 | 43,99 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 7 593 | 9,54 | 1 165 | 15,82 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 2 731 | -2,50 | 414 | 4,56 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 5 567 | 843 | ||||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 1 537 | -0,45 | 233 | 6,91 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 6 530 | 0,00 | 989 | 7,27 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 1 537 | 0,00 | 233 | 7,41 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 3 163 | -2,56 | 479 | 4,37 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7 073 | 25,52 | 1 071 | 34,59 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3 057 | 60,30 | 463 | 71,75 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 61 686 | -1,24 | 9 340 | 116 637,50 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 2 260 | 0,00 | 342 | 7,55 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 450 | 0,00 | 68 | 7,94 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2 692 | -5,48 | 408 | 1,50 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 9 235 | -0,27 | 1 398 | 7,04 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 7 205 | 0,01 | 1 091 | 7,28 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3 780 | 1,12 | 572 | 8,54 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 7 013 | 0,00 | 1 062 | 7,28 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1 900 | -2,11 | 288 | 5,13 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 240 055 | -3,58 | 33 881 | 1,34 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 2 500 | 0,00 | 379 | 7,39 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 974 | -5,17 | 753 | 1,76 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 3 691 | 0,00 | 559 | 7,31 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 4 343 | -22,17 | 658 | -16,52 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6 153 | 12,38 | 932 | 20,60 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 75 | 0,00 | 11 | 10,00 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 4 600 | -3,16 | 696 | 3,88 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 2 298 | 0,39 | 348 | 7,43 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 1 325 | 201 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1 905 | 0,00 | 288 | 7,46 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 420 | 0,00 | 63 | 6,78 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 15 384 | -6,37 | 2 329 | 0,47 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 677 | 0,00 | 103 | 7,37 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 2 500 | 0,00 | 379 | 7,39 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 1 711 | 0,71 | 259 | 8,37 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 6 102 | 0,08 | 924 | 7,33 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 190 | 27 | ||||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 17 843 | 0,77 | 2 702 | 8,08 | ||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 61 797 | -1,66 | 9 357 | 5,49 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 8 434 | -3,05 | 1 277 | 3,99 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 6 122 | -4,25 | 952 | -1,14 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 3 354 | 0,00 | 508 | 7,19 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 11 329 | 6,14 | 1 715 | 13,88 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 674 | 102 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 9 261 | 10,42 | 1 402 | 18,51 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 18 163 | -4,71 | 2 750 | 2,23 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 8 959 | 0,11 | 1 356 | 7,36 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 7 755 | -1,08 | 1 174 | 6,15 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 1 878 | 0,00 | 284 | 7,17 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 9 165 | 2,46 | 1 388 | 9,90 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3 177 | 0,00 | 481 | 7,37 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 2 007 | -2,90 | 304 | 4,12 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 2 043 | 0,00 | 288 | 0,00 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 3 360 | 15,54 | 509 | 23,90 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 128 | 0,24 | 322 | 7,69 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 2 209 | 0,00 | 334 | 7,40 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3 343 | 0,00 | 506 | 7,43 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 1 717 | 9,57 | 260 | 17,19 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 490 | 0,00 | 74 | 7,25 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 184 | 0,00 | 28 | 8,00 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 64 112 | -1,03 | 9 049 | -7,75 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 709 | 107 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 74 171 | 0,06 | 11 230 | 7,34 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 18 351 | 0,03 | 2 779 | 7,30 | ||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | 34 954 | 0,00 | 5 292 | 7,28 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 13 028 | 3,54 | 1 973 | 11,10 | ||||
| 2026-05-08 | 13F | Bokf, Na | 53 865 | -40,62 | 8 156 | -36,30 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 13 037 | 13,41 | 1 974 | 21,64 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 12 077 | -0,82 | 1 829 | 6,40 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 360 | 0,00 | 55 | 8,00 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 1 786 | 0,11 | 270 | 7,57 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 2 895 | 24,95 | 438 | 33,94 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 388 | -2,27 | 59 | 3,57 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 93 | 0,00 | 14 | 7,69 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9 033 | -1,12 | 1 368 | 5,23 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 6 420 | -0,39 | 972 | 6,93 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1 947 | 1,09 | 275 | 0,37 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 5 077 | 0,49 | 769 | 7,71 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 8 274 | -6,28 | 1 253 | 0,56 | ||||
| 2026-04-13 | 13F | Trust Co | 435 | 97,73 | 66 | 109,68 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 1 853 | -0,91 | 281 | 6,46 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 3 816 | 0,53 | 578 | 7,85 | ||||
| 2026-05-15 | 13F | Richwood Investment Advisors, LLC | 10 567 | -1,86 | 1 600 | -4,36 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 5 031 | -0,28 | 755 | -0,53 | ||||
| 2026-05-01 | 13F | American Trust | 1 481 | 1,23 | 224 | 8,74 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 31 366 | 1,79 | 4 749 | 9,22 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 6 624 | 39,81 | 1 003 | 50,00 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 61 205 | -46,97 | 9 267 | -43,11 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 50 | 0,00 | 8 | 0,00 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 451 | 68 | ||||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 2 572 | 0,00 | 389 | 3,46 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 10 965 | 155,00 | 1 660 | 173,93 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 3 341 | 5,03 | 506 | 12,72 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 97 | 0,00 | 15 | 7,69 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1 280 | 0,00 | 194 | 7,22 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 90 | 0,00 | 14 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 25 723 | 419,03 | 3 895 | 457,08 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 33 828 | -8,01 | 5 122 | -1,27 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 16 342 | -0,17 | 2 474 | 7,10 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 39 994 | 13,35 | 6 055 | 21,61 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 1 513 | -4,00 | 229 | 3,15 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 8 521 | -9,50 | 1 290 | -2,86 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 20 955 | -3,04 | 3 173 | 4,00 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11 661 | -56,52 | 1 766 | -53,37 | ||||
| 2026-05-14 | 13F | Capula Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 68 | 10 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 16 700 | 266,95 | 3 | |||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 6 371 | -4,08 | 965 | 2,88 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2 351 | -0,17 | 356 | 6,93 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 145 765 | 0,40 | 22 061 | 7,70 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 1 690 | 0,00 | 256 | 7,14 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 1 835 | 0,00 | 278 | 7,36 | ||||
| 2026-04-15 | 13F | Asio Capital, LLC | 1 500 | 0,00 | 227 | 7,58 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | Put | 5 500 | 833 | |||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 3 367 | 0,00 | 510 | 7,16 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 4 481 | 0,40 | 679 | 7,79 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 289 | 0,00 | 44 | 7,50 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 52 | 0,00 | 8 | 0,00 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 8 845 | 0,00 | 1 339 | 7,29 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 6 203 | 3,63 | 939 | 11,26 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 1 544 | 0,06 | 234 | 7,37 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 1 631 | 247 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 50 743 | -1,25 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1 358 | 206 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 2 462 | 77,12 | 373 | 89,80 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 13 600 | 0,00 | 2 059 | 7,30 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 7 310 | 0,00 | 1 107 | 7,27 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 340 | 51 | ||||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 1 358 | 206 | ||||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 1 574 | 0,00 | 238 | 7,21 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 4 374 | -79,89 | 1 | -100,00 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 8 364 | -3,32 | 1 111 | -9,02 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 8 035 | -1,01 | 1 217 | 6,20 | ||||
| 2026-04-29 | 13F | Cairn Investment Group, Inc. | 1 742 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 1 130 | 171 | ||||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 1 801 | -55,99 | 273 | -52,86 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 2 975 | -3,25 | 450 | 3,69 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 12 577 | -9,00 | 1 904 | -2,36 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 2 041 | 0,00 | 309 | 7,29 | ||||
| 2026-05-04 | 13F | TrustBank | 1 125 | 0,00 | 170 | 7,59 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 32 978 | -1,23 | 4 993 | 5,96 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 26 824 | -0,25 | 4 061 | 7,01 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 480 | 0,00 | 73 | 7,46 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 1 455 | 0,00 | 220 | 7,32 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 7 | 0,00 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 16 537 | -41,18 | 2 504 | -37,39 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 75 872 | 66,05 | 11 488 | 78,12 | ||||
| 2026-05-06 | 13F | HWG Holdings LP | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 45 668 | 0,02 | 6 915 | 7,29 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1 255 | 0,00 | 190 | 7,34 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 107 | 9,06 | 168 | 16,78 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 1 553 | -5,59 | 235 | -7,11 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 8 464 | 3,64 | 1 282 | 11,20 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 7 680 | -64,75 | 1 163 | -62,21 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 3 238 | -51,54 | 490 | -48,04 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 527 | 0,76 | 80 | 8,22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 10 151 | 0,00 | 1 542 | 4,76 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 1 838 | -0,81 | 278 | 6,51 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 100 | 0,00 | 15 | 7,14 | ||||
| 2026-05-14 | 13F | Rodgers Brothers Inc. | 2 422 | 0,00 | 367 | 7,33 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 2 476 | 0,00 | 352 | 7,01 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 1 625 | 0,00 | 246 | 7,42 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 341 | 0,00 | 46 | -6,25 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 3 061 | 0,13 | 463 | 7,42 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 16 155 | 2 446 | ||||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 10 157 | -3,32 | 1 534 | 3,44 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4 851 | 0,00 | 735 | 7,31 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 34 492 | 12,76 | 5 222 | 20,96 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 4 196 | -10,51 | 635 | -3,93 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 1 793 | 8,80 | 271 | 16,81 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13 058 | 0,12 | 1 977 | 7,45 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 29 256 | 4,22 | 4 418 | 11,54 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 1 470 | -7,14 | 223 | -0,45 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 8 750 | -0,50 | 1 325 | 6,69 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 133 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 1 658 | -10,04 | 251 | -3,46 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2 236 | 0,00 | 339 | 7,30 | ||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 9 260 | 0,00 | 1 402 | 7,35 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1 695 | 0,00 | 257 | 7,11 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 1 339 | 203 | ||||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 1 389 | 210 | ||||||
| 2026-05-12 | 13F | Entrust Financial Llc | 799 | 0,00 | 121 | 7,14 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 325 | 0,00 | 49 | 8,89 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 1 333 | -76,12 | 202 | -74,46 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 12 621 | -14,46 | 1 911 | -8,26 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 1 530 | 0,00 | 232 | 7,44 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 15 648 | 0,66 | 2 369 | 7,98 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 1 399 | -70,63 | 212 | -68,60 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 184 494 | 1,20 | 179 344 | 8,56 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Octavia Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 24 626 | 306,77 | 3 729 | 336,53 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 2 082 | 0,00 | 315 | 7,51 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 11 082 | -15,60 | 1 674 | -13,63 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 4 827 | -15,57 | 731 | -9,43 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12 509 | -3,35 | 1 894 | 3,67 | ||||
| 2026-04-30 | 13F | Blodgett Wealth Advisors, Llc | 7 515 | 0,00 | 1 138 | 7,26 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 72 973 | 0,00 | 11 049 | 7,27 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 7 182 | -3,65 | 1 089 | 1,78 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 162 | 49,41 | 327 | 60,29 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 1 675 | 0,00 | 254 | 7,20 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 23 100 | 0,42 | 3 498 | 7,73 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 10 273 | 0,00 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 8 511 | 0,00 | 1 289 | 7,24 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 18 480 | 0,04 | 2 798 | 7,33 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6 454 | 0,22 | 977 | 7,60 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 1 741 | 0,23 | 264 | 7,35 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 412 591 | 33,15 | 62 470 | 42,84 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 12 020 | 10,49 | 1 820 | 18,50 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 4 317 | 3,30 | 654 | 10,87 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 400 | 54 | ||||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 1 215 | -4,33 | 184 | 2,23 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 2 438 | 0,00 | 369 | 7,27 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 2 130 | 0,00 | 323 | 7,33 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 22 140 | -2,78 | 3 352 | 4,29 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 8 842 | -4,67 | 1 339 | 2,22 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 313 946 | 2,89 | 47 535 | 10,37 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 31 526 | 0,70 | 4 450 | 0,02 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 488 | 0,00 | 69 | -1,45 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 39 750 | 0,00 | 6 019 | 7,27 | ||||
| 2026-05-05 | 13F | PFG Advisors | 6 803 | -3,65 | 1 030 | 3,41 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 8 680 | -0,29 | 1 314 | 7,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 93 756 | 1,26 | 14 196 | 8,63 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 4 999 | 0,00 | 757 | 7,23 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 12 815 | -5,41 | 1 936 | 1,20 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 3 194 | -0,84 | 484 | 6,39 | ||||
| 2026-04-24 | 13F | Letson Investment Management, Inc. | 1 350 | 204 | ||||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 1 477 | 0,00 | 224 | 7,21 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 230 707 | 0,70 | 34 931 | 8,02 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 26 229 | 21,80 | 3 971 | 30,67 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 4 184 | 0,14 | 634 | 7,47 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 10 751 | 408,56 | 1 628 | 445,97 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 43 466 | -7,90 | 6 581 | -1,19 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1 160 | 0,78 | 176 | 8,02 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 27 083 | 13,46 | 4 | 33,33 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 6 255 | 0,06 | 947 | 7,37 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 415 | 0,00 | 63 | 6,90 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 1 521 | 0,00 | 230 | 7,48 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 4 176 | 1,29 | 632 | 8,78 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 4 308 | 2,13 | 652 | 9,58 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 10 646 | 2,18 | 1 612 | 9,59 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 115 | 0,00 | 17 | 6,25 | ||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 2 134 | 0,00 | 323 | 7,31 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 1 405 | 213 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 280 | 0,00 | 42 | 7,69 | ||||
| 2026-04-16 | 13F | Greenfield Savings Bank | 4 840 | 0,00 | 733 | 7,17 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 29 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 150 983 | -15,88 | 22 860 | -7,31 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 1 590 | 10,34 | 241 | 17,56 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1 422 | 0,00 | 215 | 7,50 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 13 425 | -0,20 | 2 033 | 7,06 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 46 312 | 2,71 | 7 012 | 10,18 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 100 | 0,00 | 15 | 7,14 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 3 408 | -12,01 | 516 | -5,49 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 3 026 | 0,00 | 458 | 7,26 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 74 238 | 13,62 | 11 240 | 21,88 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 27 372 | -0,10 | 4 144 | 7,16 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 1 790 | 0,00 | 271 | 7,54 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 23 325 | 1,33 | 3 532 | 8,71 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 5 270 | 0,00 | 798 | 7,27 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 28 752 | -1,97 | 4 353 | 5,17 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8 923 | 18,61 | 1 351 | 27,33 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 570 | 0,00 | 86 | 7,50 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 539 922 | 5,86 | 81 750 | 13,57 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 3 395 | 4,62 | 514 | 12,47 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 6 129 | 0,00 | 928 | 7,17 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 2 092 | 0,00 | 317 | 7,12 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 368 | 56 | ||||||
| 2026-04-08 | 13F | David J Yvars Group | 13 692 | 2,81 | 2 070 | 10,05 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1 695 | 257 | ||||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 8 408 | 3,28 | 1 273 | 10,79 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 70 643 | 0,30 | 10 696 | 7,61 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 15 474 | 108,40 | 2 343 | 123,69 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9 907 | 0,00 | 1 500 | 7,30 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1 367 | 208 | ||||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 4 024 | 0,50 | 608 | 7,43 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1 845 | -9,78 | 279 | -3,12 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2 095 | 2,70 | 317 | 10,45 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5 638 | 0,00 | 854 | 7,30 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 165 348 | 0,20 | 25 035 | 7,49 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 7 908 | 6,03 | 1 197 | 13,78 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 200 | -55,75 | 30 | -52,38 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 2 960 | 0,00 | 448 | 7,43 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 3 175 | 2,45 | 481 | 9,84 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21 389 | -1,69 | 3 238 | 5,47 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 14 552 | 2 203 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 3 485 | 528 | ||||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 1 589 | 0,00 | 241 | 7,14 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 3 675 | -14,04 | 556 | -7,79 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 13 382 | 0,00 | 2 026 | 7,31 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 6 115 | -1,86 | 926 | 5,23 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 1 922 | 0,73 | 291 | 8,18 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 120 | 18 | ||||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 8 880 | -0,18 | 1 344 | 7,09 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 1 771 | 268 | ||||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 35 | 0,00 | 5 | 25,00 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 36 388 | 0,07 | 5 509 | 6,64 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 12 564 | -2,71 | 1 902 | 4,39 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 8 370 | 39,80 | 1 267 | 50,12 | ||||
| 2026-05-14 | 13F | Jupiter Wealth Management LLC | 6 496 | 0,00 | 988 | -2,76 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 297 | 0,00 | 45 | 7,32 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 2 567 | 0,00 | 389 | 7,18 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 62 064 | -2,75 | 9 397 | 4,33 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2 710 | 0,00 | 410 | 7,33 | ||||
| 2026-04-07 | 13F | Eastern Bank | 8 630 | -2,03 | 1 307 | 5,07 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 24 924 | 2,06 | 3 774 | 9,49 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 1 375 | -93,70 | 208 | -93,25 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1 471 | 3,66 | 223 | 11,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 791 778 | 0,13 | 271 293 | 7,42 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 5 405 | 8,64 | 763 | 7,93 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 2 875 | 0,00 | 435 | 7,41 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 12 264 | -3,84 | 1 857 | 3,11 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 5 144 | -2,83 | 779 | 4,15 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 1 693 | 0,30 | 256 | 7,56 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 21 996 | 9,87 | 3 340 | 12,84 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 7 678 | -0,93 | 1 084 | -1,63 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 418 | -3,24 | 63 | 5,00 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 114 647 | 3,37 | 17 359 | 10,89 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 8 201 | -0,07 | 1 242 | 7,17 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 316 | 0,64 | 48 | 6,82 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 653 948 | -0,01 | 99 014 | 7,27 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 3 545 | -22,80 | 537 | -17,28 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 28 187 | 74,81 | 4 268 | 87,56 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 1 742 | 1,28 | 264 | 8,68 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 7 000 | 0,00 | 1 060 | 7,29 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 27 273 | 1,53 | 4 129 | 8,92 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 13 453 | 0,00 | 2 037 | 7,27 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 11 223 | -3,43 | 1 699 | 3,60 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 1 807 | -6,42 | 274 | 0,37 | ||||
| 2026-05-01 | 13F | First Fiduciary Investment Counsel, Inc. | 2 872 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 6 449 | 0,00 | 976 | 7,25 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 1 587 | 0,00 | 240 | 7,62 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 1 500 | 0,00 | 227 | 7,11 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 57 | 1,79 | 9 | 14,29 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 4 845 | 0,00 | 734 | 7,32 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 384 | 0,52 | 58 | 9,43 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8 671 | 43,35 | 1 313 | 53,81 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 8 012 | -3,33 | 1 213 | 3,76 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 5 490 | 0,00 | 831 | 7,36 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 260 | 0,00 | 39 | 8,33 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 75 | 0,00 | 11 | 10,00 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 1 942 | 0,78 | 294 | 8,09 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5 284 | -28,03 | 793 | -23,55 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9 645 | -0,62 | 1 460 | 6,65 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 551 385 | 8,64 | 83 486 | 16,54 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 1 775 | 0,62 | 269 | 8,06 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 7 093 | -0,49 | 1 074 | 6,66 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 10 045 | 0,38 | 1 521 | 7,65 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 220 488 | -1,17 | 33 384 | 6,02 | ||||
| 2026-04-21 | 13F | Sandro Wealth Management LLC | 2 334 | -27,20 | 353 | -21,90 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 1 979 | 21,56 | 300 | 30,57 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 957 | 0,63 | 145 | 7,46 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 140 | 0,00 | 21 | 10,53 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 4 518 | -2,17 | 684 | 5,07 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 1 918 | -2,04 | 290 | 5,07 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 1 672 | -1,47 | 253 | 5,86 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 34 081 | -2,66 | 5 160 | 1,44 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 8 883 | 3,19 | 1 345 | 10,71 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 1 631 | 14,86 | 230 | 14,43 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 3 432 | 0,00 | 520 | 0,58 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 11 368 | 1 721 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1 163 600 | -2,21 | 176 181 | 4,91 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 12 420 | 0,43 | 1 881 | 7,74 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 2 606 | -17,40 | 399 | -11,33 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3 701 | 44,85 | 560 | 55,56 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 | -98,92 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 91 571 | 2,89 | 13 865 | 10,37 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 152 | 0,00 | 23 | 9,52 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 36 537 | 5 532 | ||||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 460 | 70 | ||||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 3 010 | 0,00 | 456 | 7,04 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 34 582 | -0,23 | 5 236 | 7,03 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 7 569 | 1 146 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 303 | 46 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 245 | -2,00 | 37 | 5,71 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 6 901 | 17,93 | 1 045 | 26,55 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 3 120 | 0,00 | 472 | 7,27 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 7 720 | 46,60 | 1 182 | 59,08 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 82 521 | 0,00 | 12 495 | 7,28 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1 348 | 204 | ||||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 56 527 | -0,27 | 8 559 | 6,99 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 7 120 | 0,00 | 1 078 | 7,37 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 36 595 | 2,75 | 5 541 | 10,23 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 16 660 | 0,60 | 2 522 | 7,92 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2 569 | 0,00 | 389 | 7,18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 44 001 | 27,31 | 6 662 | 36,57 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 333 | 0,00 | 50 | 6,38 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1 647 | -96,26 | 249 | -96,00 | ||||
| 2026-04-15 | 13F | City Holding Co | 17 681 | -8,53 | 2 677 | -1,87 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 2 970 | 450 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 2 187 | 0,00 | 331 | 7,47 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 3 470 | 0,00 | 525 | 7,36 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 10 849 | 117,37 | 1 643 | 133,24 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 14 734 | 0,55 | 2 231 | 7,83 | ||||
| 2026-01-15 | 13F | Westmount Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 4 874 | 0,45 | 738 | 7,75 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 15 | 0,00 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 12 146 | -20,73 | 1 839 | -14,99 | ||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 1 524 | 0,00 | 231 | 0,88 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 11 300 | 189,74 | 1 711 | 210,91 | |||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 4 692 | -2,92 | 710 | 4,11 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 49 200 | 778,57 | 7 449 | 842,91 | |||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 1 | -99,72 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 3 964 | 0,61 | 600 | 7,91 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 270 | 0,00 | 495 | 7,38 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 1 840 | 0,00 | 279 | 7,34 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 7 080 | -0,70 | 1 072 | 6,46 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 1 548 | 0,00 | 234 | 7,34 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 16 028 | 2 427 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 918 | 1,53 | 2 107 | 8,95 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1 429 | -0,07 | 216 | 7,46 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 21 354 | 0,09 | 3 233 | 7,37 | ||||
| 2026-05-14 | 13F | Edgewood Management Llc | 54 926 | 5,78 | 8 316 | 13,48 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 26 587 | 1,73 | 4 026 | 9,14 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 38 986 | -18,64 | 5 903 | -12,72 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 14 154 | -1,08 | 2 143 | 6,14 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 5 128 | 0,00 | 776 | 7,33 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 14 439 | 0,05 | 2 186 | 7,37 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 155 | 23 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 98 909 | 36,62 | 14 974 | 46,58 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 26 319 | 0,66 | 3 985 | 7,97 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 5 194 | -1,16 | 786 | 6,07 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1 087 | 0,00 | 165 | 7,19 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 15 343 | -93,92 | 2 397 | -93,27 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Nwam Llc | 12 602 | -1,85 | 1 908 | 1,01 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 2 533 | -1,94 | 384 | 5,22 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 2 868 | 0,07 | 434 | 7,43 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 11 177 | 0,00 | 1 692 | 7,29 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 2 341 | -7,80 | 354 | -1,12 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 1 961 | 0,00 | 297 | 7,25 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 459 | 0,00 | 69 | 7,81 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 9 442 | -5,50 | 1 430 | 1,35 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 357 | 0,00 | 54 | 5,88 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 11 305 | 3,07 | 1 712 | 10,60 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 51 | 0,00 | 8 | 0,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 181 493 | 1,33 | 27 480 | 8,70 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2 476 | -0,80 | 375 | 6,25 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 10 851 | 8,79 | 1 643 | 16,70 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 7 922 | 5,26 | 1 200 | 12,90 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 2 553 | 0,00 | 387 | 7,22 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 7 087 | 1,27 | 1 073 | 8,71 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 11 652 | 2,36 | 1 764 | 9,84 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 2 226 | 0,00 | 337 | 7,32 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 487 430 | 6,12 | 225 212 | 13,84 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 110 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 6 000 | 0,00 | 908 | 7,33 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 200 | 0,00 | 30 | 7,14 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7 538 | -19,84 | 1 141 | -14,02 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 210 | 0,00 | 32 | 6,90 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 163 | 25 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 2 169 | 328 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 13 558 | 15,42 | 2 053 | 23,84 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 36 485 | 1,12 | 5 524 | 8,48 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 103 563 | 11,04 | 15 680 | 19,12 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 487 | 0,00 | 74 | 7,35 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 24 755 | -7,45 | 3 748 | -0,72 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3 265 | 0,03 | 494 | 7,39 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 415 | 0,00 | 63 | 6,90 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 785 | 10,46 | 270 | 18,42 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4 340 | 0,63 | 1 | |||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 176 | 1,15 | 27 | 8,33 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 1 145 | 0,00 | 173 | 7,45 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 1 548 | 0,00 | 234 | 7,34 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1 698 | 0,00 | 257 | 7,53 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 668 | 33,60 | 101 | 44,29 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 3 100 | 0,13 | 469 | 7,57 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 253 777 | 3,34 | 38 424 | 10,86 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 142 | 0,00 | 21 | 5,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 009 | 0,00 | 153 | 7,04 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 20 151 | 0,00 | 3 072 | 7,98 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 14 415 | 0,00 | 2 183 | 7,28 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 3 073 | -17,83 | 465 | -11,76 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 16 774 | -4,05 | 2 540 | 2,92 | ||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 38 931 | -4,54 | 5 895 | 2,40 | ||||
| 2026-04-10 | 13F | Franklin Street Advisors Inc /nc | 17 000 | 0,00 | 2 574 | 7,25 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 3 180 | 0,00 | 481 | 7,37 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 1 578 | 0,77 | 239 | 8,18 | ||||
| 2026-05-01 | 13F | Avion Wealth | 1 978 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 4 277 | 11,85 | 648 | 18,72 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 12 999 | 11,04 | 1 968 | 19,13 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 2 336 | 245,56 | 354 | 271,58 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 49 492 | 1,38 | 7 494 | 8,77 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 088 | 154 | ||||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 2 210 | -1,16 | 335 | 6,03 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 1 849 | -0,75 | 280 | 6,49 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 5 798 | -2,31 | 878 | 4,78 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5 679 | -5,48 | 860 | 1,42 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 1 286 | 0,00 | 195 | 7,18 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 3 625 | 0,00 | 1 | |||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 1 400 | 212 | ||||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 1 500 | -3,23 | 227 | 4,13 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 32 982 | 0,00 | 4 994 | 7,26 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 18 258 | 2 764 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 31 281 | -0,15 | 4 859 | 9,88 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 132 078 | 3,51 | 19 998 | 11,03 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 2 679 | -20,65 | 406 | -14,92 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 692 694 | -0,17 | 104 881 | 7,09 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 20 329 | -7,97 | 3 078 | -1,25 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 17 002 | -0,66 | 2 574 | 6,58 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 550 | -42,23 | 83 | 7,79 | ||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 1 526 | 4,88 | 231 | 12,68 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4 560 | -0,13 | 690 | 7,14 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 2 486 | -39,69 | 376 | -35,28 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 9 198 | 9,42 | 1 393 | 17,37 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 144 | 0,00 | 22 | 5,00 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 1 337 | 202 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 1 953 | -39,96 | 296 | -35,73 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 5 640 | 99,79 | 854 | 114,32 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 7 719 | -5,17 | 1 169 | 1,74 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 4 015 | 608 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 14 695 | 21,23 | 2 | 100,00 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 14 083 | 0,06 | 2 132 | 7,35 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 1 657 | -10,48 | 251 | -4,21 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 29 817 | -0,36 | 4 515 | 6,89 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 1 608 | 0,00 | 244 | 4,27 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 6 212 | 0,08 | 951 | 3,03 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 727 300 | 3 629,74 | 110 120 | 3 901,45 | |||
| 2026-01-29 | 13F | Vanguard Group Inc | 31 901 | 0,15 | 4 502 | -0,53 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 1 040 | -4,59 | 157 | 2,61 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 1 351 | 205 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 6 838 | -2,98 | 1 035 | 4,12 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 53 100 | 503,41 | 8 040 | 547,26 | |||
| 2026-05-08 | 13F | Firestone Capital Management | 1 601 | 0,00 | 242 | 7,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2 166 | 8,90 | 328 | 16,79 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 2 400 | 8,11 | 352 | 12,46 | ||||
| 2026-01-30 | 13F | Renasant Bank | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 3 572 | 0,00 | 541 | 7,14 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 206 300 | -68,00 | 31 236 | -65,67 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 18 800 | 2 847 | |||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 311 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2 103 | 0,00 | 318 | 7,43 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 5 600 | 0,00 | 848 | 7,22 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 29 069 | 3,31 | 4 401 | 10,83 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 10 054 | 9,57 | 1 522 | 17,53 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 4 457 | 56,94 | 675 | 68,50 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 50 | 2,04 | 8 | 16,67 | ||||
| 2026-04-23 | 13F | Simmons Bank | 12 434 | 0,00 | 1 883 | 7,30 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 8 298 | 0,00 | 1 256 | 7,26 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 13 159 | -14,58 | 1 992 | -8,37 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 4 313 | 0,00 | 653 | 7,40 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 608 990 | -5,11 | 243 617 | 1,79 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 1 375 | 208 | ||||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 4 192 | -1,39 | 635 | 5,67 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1 600 | -30,28 | 242 | -25,08 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 15 444 | -0,10 | 2 338 | 7,15 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 1 691 | 0,00 | 256 | 7,56 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1 198 | 0,00 | 181 | 7,10 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 3 079 | 1,02 | 466 | 8,37 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 4 334 | 0,00 | 656 | 7,36 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 7 584 | 13,55 | 1 148 | 21,87 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1 709 | 0,00 | 259 | 7,05 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2 202 | 3,38 | 333 | 11,00 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 1 922 | 0,00 | 291 | 7,01 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 9 309 | 2,68 | 1 409 | 10,16 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 5 064 | 0,78 | 767 | 8,04 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 885 | -15,31 | 134 | -9,52 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 6 766 | -0,78 | 1 024 | 6,44 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 10 560 | -2,05 | 1 599 | 5,06 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1 808 | 20,53 | 274 | 29,38 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 15 253 | 0,00 | 2 309 | 7,30 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 482 | 0,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 30 459 | -0,04 | 4 612 | 7,23 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2 395 | 0,08 | 365 | 4,90 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 550 | 83 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 1 949 | -1,47 | 295 | 5,73 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 3 113 | 14,74 | 471 | 23,30 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 21 916 | -0,65 | 3 318 | 6,59 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 23 458 | 0,00 | 3 552 | 7,28 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 5 920 | -10,49 | 904 | -3,22 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 28 173 | 10,61 | 4 266 | 18,67 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2 190 | 331 | ||||||
| 2026-04-27 | 13F | Insight Inv LLC | 812 | -51,14 | 123 | -47,86 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 455 | 69 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 339 | 0,62 | 808 | 8,02 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 10 062 | -0,03 | 1 524 | 7,25 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 7 058 | -1,74 | 1 069 | 5,43 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 7 711 | -36,11 | 1 169 | -32,54 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Moment Partners, LLC | 258 828 | 0,60 | 39 189 | 7,92 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1 253 | 190 | ||||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 30 088 | -3,22 | 4 556 | 3,83 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 9 035 | 0,00 | 1 368 | 7,22 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 6 851 | 0,45 | 1 037 | 7,80 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 7 909 | 4,63 | 1 198 | 12,29 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 5 743 | 0,00 | 870 | 7,28 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 2 884 | 34,39 | 437 | 44,37 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 19 364 | 10,47 | 2 932 | 17,24 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 32 822 | -1,46 | 4 970 | 5,72 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 5 233 | 0,52 | 792 | 7,90 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 1 500 | 0,00 | 227 | 7,58 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 167 | 0,60 | 25 | 8,70 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 144 903 | -12,97 | 21 940 | -6,64 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 3 480 | 0,06 | 527 | 7,35 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 2 130 | 323 | ||||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 2 319 | 0,00 | 351 | 7,34 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 1 350 | 204 | ||||||
| 2026-04-21 | 13F | Welch Group, LLC | 4 667 | -66,56 | 707 | -64,14 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 3 318 | 10,31 | 502 | 18,40 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 30 141 | 10,38 | 4 564 | 18,40 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 108 | 0,00 | 168 | 7,05 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2 561 | 8,70 | 388 | 16,57 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 6 626 | -7,02 | 1 003 | -0,20 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 7 465 | -2,46 | 1 130 | 4,63 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 3 028 | -25,78 | 458 | -20,35 |
How Much do you Like Fintel?
Other Listings
| US:DVY | 154,91 USD |