Podstawowe statystyki
| Właściciele instytucjonalni | 753 total, 753 long only, 0 short only, 0 long/short - change of 1,44% MRQ |
| Średnia alokacja portfela | 0.6248 % - change of -2,84% MRQ |
| Akcje instytucjonalne (długie) | 139 986 013 (ex 13D/G) - change of -0,18MM shares -0,60% MRQ |
| Wartość instytucjonalna (długa) | $ 10 374 722 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (MX:SPHQ) posiada 753 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 139,986,013 akcji. Do największych akcjonariuszy należą LPL Financial LLC, Ameriprise Financial Inc, Fmr Llc, Cliftonlarsonallen Wealth Advisors, Llc, Morgan Stanley, Wealth Enhancement Advisory Services, Llc, Wells Fargo & Company/mn, Bank Of America Corp /de/, Heritage Wealth Advisors, and Raymond James Financial Inc .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (BMV:SPHQ) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 79 245 | -7,02 | 5 958 | -6,85 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 326 865 | 20,76 | 24 577 | 20,99 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 50 547 | 6,98 | 3 834 | 8,12 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 22 119 | 1,76 | 1 663 | 1,96 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 33 720 | -4,55 | 2 535 | -4,38 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 266 | 20 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 73 | 0,00 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4 194 950 | -3,99 | 315 413 | -3,81 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 9 705 | 730 | ||||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 376 496 | -1,80 | 28 309 | -4,59 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 14 213 | -0,90 | 1 069 | -0,74 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2 517 | 203 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 500 | 0,00 | 38 | 0,00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 6 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Napier Financial, LLC | 155 | 12 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 34 711 | 0,07 | 2 786 | 1,13 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 493 | 0,00 | 37 | 0,00 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 4 805 | 0,00 | 361 | 0,28 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 424 221 | 11,88 | 32 | 10,71 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 467 657 | 15,95 | 182 878 | 14,49 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 25 293 | -68,17 | 1 902 | -68,13 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 11 923 | 0,00 | 897 | 0,22 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 823 056 | -8,86 | 61 886 | -8,69 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 408 328 | 30 702 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4 968 780 | 3,53 | 373 603 | 3,73 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 3 215 | 0,09 | 242 | 0,00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 19 838 | -1,91 | 1 492 | -1,71 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 343 837 | 293,13 | 25 853 | 293,74 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3 697 | 0,03 | 278 | 0,00 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 162 354 | -0,48 | 12 207 | -0,30 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 26 452 | 0,28 | 1 989 | 0,45 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 76 117 | -49,11 | 5 415 | -51,76 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 9 508 | 0,00 | 715 | 0,14 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 26 729 | 0,28 | 2 010 | 0,45 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 289 | 14,23 | 22 | 16,67 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 56 777 | 4 269 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 52 480 | 0,00 | 3 939 | 0,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 101 | 0,00 | 8 | 0,00 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 13 484 | 3,07 | 1 014 | 3,26 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 2 941 | -22,15 | 233 | -18,02 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 44 727 | 0,37 | 3 363 | 0,57 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 091 421 | -9,40 | 157 254 | -9,23 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 21 070 | 0,00 | 1 584 | 0,19 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 3 231 | 243 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 22 608 | 9,18 | 1 700 | 9,33 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 8 543 | 178,09 | 642 | 179,13 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 81 688 | 6 142 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 125 | 0,00 | 9 | 0,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10 889 | 63,45 | 819 | 63,93 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 255 | -63,31 | 19 | -63,46 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 375 405 | 1,32 | 28 227 | 1,50 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 219 166 | -1,62 | 16 479 | -1,44 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 5 800 | 0,02 | 436 | 0,23 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 336 313 | 26,46 | 25 287 | 26,70 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 7 784 | 3,86 | 585 | 4,09 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4 529 | 5,11 | 341 | 5,26 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 2 684 | -13,20 | 202 | -13,36 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4 952 | 2,76 | 372 | 3,05 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 102 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 41 202 | 17,65 | 3 098 | 17,88 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 540 | 409,43 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 7 773 | -4,65 | 584 | -4,42 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 154 680 | -2,67 | 11 630 | -2,49 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 103 | 0,00 | 8 | 0,00 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 92 202 | 2,86 | 6 920 | 5,33 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 6 399 | 0,03 | 481 | 0,21 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 10 535 | -3,59 | 792 | -3,41 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 65 473 | -24,40 | 4 923 | -24,27 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 92 | 7 | ||||||
| 2026-05-13 | 13F | GLR Partners, LLC | 83 816 | 6 302 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4 829 | 363 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4 828 | 1,17 | 363 | 1,40 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 5 | 0 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 532 | 0,38 | 40 | 0,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 12 844 | -7,77 | 966 | -7,66 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 752 841 | 56 606 | ||||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 5 045 | 0,00 | 379 | 2,44 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 2 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1 431 340 | 9,30 | 107 422 | 9,30 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 23 422 | -10,81 | 1 877 | -7,59 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 10 431 | -5,98 | 784 | -5,77 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 11 024 | -0,57 | 829 | -0,48 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 4 249 | 14,47 | 319 | 14,75 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 5 405 | 0,30 | 406 | 0,50 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1 000 | 75 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 201 078 | 3,99 | 15 119 | 4,19 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4 241 | 0,14 | 319 | 0,32 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 207 402 | 255,93 | 15 595 | 256,60 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 16 537 | 59,19 | 1 243 | 59,56 | ||||
| 2026-05-06 | 13F | Performa Ltd (US), LLC | 100 923 | -1,72 | 7 588 | -1,53 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 570 | 43 | ||||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 2 462 | -17,99 | 185 | -17,78 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 717 | 0,00 | 54 | 0,00 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 376 | 0,00 | 28 | 0,00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 20 209 | 0,56 | 1 520 | 0,73 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 12 682 | -0,18 | 954 | 1,82 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 21 609 | 96,50 | 1 625 | 96,85 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 3 143 | 236 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 15 407 | 6,80 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 103 492 | -0,42 | 7 782 | -0,23 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 66 825 | 5,68 | 5 025 | 5,88 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 718 982 | -1,81 | 54 060 | -1,63 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 186 317 | -0,69 | 14 009 | -0,50 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 69 023 | -1,02 | 5 190 | -0,84 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 29 | 0,00 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 1 298 | 0,00 | 98 | 0,00 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4 310 | 324 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 42 091 | 24,25 | 3 165 | 24,47 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 11 212 | -1,47 | 843 | -1,29 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 280 811 | 5,78 | 21 075 | 8,32 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 7 048 | 530 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 11 651 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 130 137 | -37,71 | 9 767 | -36,22 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 3 233 | 0,00 | 243 | 0,41 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 5 400 | 0,09 | 406 | 0,50 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 104 643 | 1,06 | 7 868 | 1,25 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 7 373 | -0,54 | 554 | -0,36 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 9 959 | -8,77 | 801 | -4,98 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 594 702 | 76,87 | 44 716 | 77,20 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 17 482 | -2,97 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 56 526 | 104,32 | 4 250 | 104,72 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 4 688 734 | 8 884,83 | 352 546 | 8 902,68 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 818 | -24,40 | 62 | -24,69 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 286 827 | 403 881,69 | 21 567 | 431 220,00 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 1 743 | 0,00 | 131 | 0,77 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11 131 | 1,12 | 837 | 1,21 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 33 497 | -37,51 | 2 517 | 62 800,00 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 2 815 | 0,00 | 212 | 0,00 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 4 828 | 0,00 | 363 | 0,28 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 829 | 0,36 | 62 | 1,64 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 23 980 | 0,00 | 1 803 | 0,22 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 82 408 | 110,84 | 6 196 | 111,25 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 129 564 | 10,01 | 9 742 | 10,20 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 27 368 | -33,61 | 2 219 | -30,47 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 2 005 | 0,00 | 151 | 0,00 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 775 144 | 0,22 | 58 | 0,00 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 8 187 | -3,20 | 616 | -3,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1 150 | 528,42 | 86 | 616,67 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 49 185 | 7,37 | 3 698 | 123 166,67 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 50 629 | -35,08 | 3 807 | -34,96 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2 299 | 0,00 | 173 | 0,00 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 15 000 | 0,00 | 1 128 | 0,18 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 18 592 | 2,72 | 1 398 | 2,87 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 34 342 | -9,08 | 2 582 | -8,89 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 10 169 | -3,67 | 765 | -3,54 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 88 411 | 180,96 | 6 648 | 181,53 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 10 096 | 95,24 | 759 | 95,62 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 934 862 | 7,89 | 70 293 | 8,09 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 20 904 | 87,75 | 1 673 | 94,42 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 3 632 | 273 | ||||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 46 060 | 11,13 | 3 463 | 11,35 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 49 600 | 113,10 | 3 729 | 113,57 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 1 580 | 0,00 | 119 | 0,00 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 60 378 | 17,99 | 4 540 | 18,20 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 2 085 | 0,00 | 157 | 0,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5 104 | -54,85 | 384 | -54,83 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 87 114 | 0,00 | 6 550 | 0,20 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 11 802 | -13,39 | 887 | -13,21 | ||||
| 2026-02-11 | 13F | Invst, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 18 543 | -77,84 | 1 394 | -77,81 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 22 153 | -0,67 | 1 666 | -0,48 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 72 685 | 3,94 | 5 465 | 4,13 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 33 254 | 2,16 | 2 500 | 2,38 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 19 468 | 45,65 | 1 464 | 45,86 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 4 716 | -0,13 | 355 | 0,00 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 86 357 | -0,75 | 6 493 | -0,57 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 12 212 | 13,97 | 918 | 14,18 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 4 289 | 17,41 | 323 | 16,67 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 61 368 | 203,02 | 4 614 | 203,75 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 19 653 | 5,49 | 1 478 | 5,65 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 89 | 0,00 | 7 | 0,00 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 226 520 | -9,93 | 17 032 | -9,76 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 88 689 | -2,27 | 6 669 | -2,09 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 19 459 | 15,72 | 1 463 | 16,02 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 3 791 | -4,44 | 285 | -4,04 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 10 919 | 821 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 528 118 | 0,42 | 39 709 | 0,61 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 597 | 0,00 | 45 | 2,33 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 6 060 | 0,00 | 456 | 0,22 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 91 787 | 44,71 | 6 901 | 44,98 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 27 735 | 31,04 | 2 085 | 31,30 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 2 609 | -3,55 | 196 | -3,45 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 30 466 | 5,71 | 2 291 | 5,92 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 60 428 | -9,11 | 4 544 | -8,94 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 3 552 | -26,67 | 267 | -26,45 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3 444 | 259 | ||||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 3 592 | 0,34 | 270 | 0,75 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 4 484 | 0,00 | 337 | 0,30 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 161 720 | 12,05 | 12 160 | 12,26 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 129 | 0,00 | 10 | 0,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 745 478 | 0,61 | 56 052 | 0,79 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 51 804 | -17,10 | 3 895 | -16,95 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 80 260 | -20,35 | 6 035 | -20,21 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 3 508 | -7,76 | 264 | -7,72 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 16 035 | -50,07 | 1 206 | -50,00 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 8 954 | 0,13 | 673 | 0,30 | ||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 5 030 | -25,78 | 378 | -25,59 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 24 789 | 28,71 | 1 864 | 28,93 | ||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 16 090 | -8,26 | 1 210 | -8,13 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 14 882 | 0,00 | 1 119 | 0,18 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 5 129 | 0,39 | 386 | 0,52 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 3 782 | 0,00 | 284 | 0,35 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 163 120 | 5,46 | 12 265 | 5,66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 149 620 | 226,77 | 11 350 | 230,33 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 22 476 | 0,00 | 1 690 | 0,18 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 6 278 | 0,00 | 472 | 0,21 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6 781 | -0,13 | 510 | 0,00 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 520 845 | -16,52 | 39 162 | -16,37 | ||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 623 705 | -2,49 | 46 896 | -2,31 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 2 706 | 203 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 157 | 0,00 | 12 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 663 024 | 0,82 | 49 853 | 1,01 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 3 001 | -22,31 | 226 | -22,15 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 314 321 | 0,75 | 23 634 | 0,94 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1 268 | -68,65 | 95 | -68,65 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 3 200 | 0,00 | 241 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 369 373 | 15,33 | 27 773 | 15,54 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 29 784 | 0,00 | 2 239 | 0,18 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 499 | 202,42 | 37 | 208,33 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 3 105 | -29,03 | 233 | -28,96 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 17 926 | 39,77 | 1 348 | 40,02 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 262 603 | 3,55 | 19 745 | 3,75 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 4 820 | 0,17 | 362 | 0,28 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 155 621 | 7,61 | 11 701 | 7,81 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 8 906 | 0,00 | 635 | -5,09 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 5 693 | 0,00 | 428 | 0,23 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 229 | 17 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 7 350 884 | -17,50 | 552 713 | -17,35 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 77 639 | 20,71 | 5 838 | 20,92 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 20 294 | 46,93 | 1 526 | 47,20 | ||||
| 2026-04-24 | 13F | Essex LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 695 729 | -1,51 | 52 314 | -1,32 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 16 662 | -0,09 | 1 253 | 0,08 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 31 301 | 18,74 | 2 354 | 18,96 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 2 903 | 0,38 | 218 | 0,46 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 514 | 0,00 | 39 | 0,00 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 9 152 | 0,00 | 688 | 0,29 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 13 139 | 992 | ||||||
| 2026-05-13 | 13F | Protective Life Corp | 375 | 28 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 3 733 | -3,11 | 281 | -3,11 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 23 392 | -52,97 | 1 759 | -52,91 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1 114 | 0,00 | 84 | 0,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 226 368 | 7,49 | 17 021 | 7,69 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 3 013 | 0,00 | 227 | 0,00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 8 744 | 1,97 | 657 | 2,18 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 628 | 0,00 | 47 | 0,00 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 611 | 0,00 | 46 | 0,00 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 1 011 | 0,00 | 76 | 1,33 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 28 217 | -6,60 | 2 122 | -6,44 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 20 050 | 4 456,82 | 1 473 | 4 360,61 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Retireful, LLC | 5 082 | -4,76 | 382 | -5,45 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 124 695 | 9,49 | 9 376 | 9,69 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 103 051 | 0,67 | 7 748 | 0,86 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 170 750 | 13,65 | 13 | 9,09 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 28 607 | -5,79 | 2 151 | -5,62 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 9 203 | 12,00 | 692 | 12,18 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 4 312 | 0,00 | 324 | 0,31 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 4 624 | -1,43 | 348 | -1,42 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Foundry Financial LLC | 12 041 | -16,84 | 905 | -16,67 | ||||
| 2026-05-11 | 13F | Collier Financial | 50 115 | -2,46 | 3 768 | -2,28 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7 050 | 0,00 | 529 | 2,52 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 112 682 | -8,47 | 8 473 | -8,29 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 413 627 | -8,66 | 31 101 | -8,49 | ||||
| 2026-04-23 | 13F | Bell Bank | 30 216 | 0,00 | 2 272 | 0,18 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 12 811 | 23,97 | 963 | 24,26 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 64 383 | 15,46 | 4 841 | 15,68 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 62 003 | 9,13 | 4 662 | 9,31 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 5 634 | 0,00 | 424 | 0,24 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 34 757 | -17,90 | 2 613 | -17,75 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1 403 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 535 503 | -3,52 | 40 264 | -3,34 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 50 912 | -3,47 | 3 828 | -3,28 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 14 200 | 0,00 | 1 085 | -1,19 | ||||
| 2026-05-15 | 13F | Family Management Corp | 114 | 0,00 | 9 | 0,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 120 319 | -0,25 | 9 047 | -0,07 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 691 | 128 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 24 553 | -2,23 | 1 846 | -2,02 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 24 738 | -18,00 | 1 860 | -17,84 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 28 305 | 28,83 | 2 128 | 29,13 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 3 431 | 258 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 122 400 | 2,27 | 9 203 | 2,46 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 51 805 | 0,83 | 3 895 | 1,01 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 19 580 | -9,58 | 1 485 | -8,62 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 17 818 | 13,89 | 1 340 | 16,84 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 497 | 0,00 | 37 | 0,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 966 | 8,54 | 0 | |||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 217 866 | 11,64 | 16 381 | 11,85 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 4 300 | 0,00 | 323 | 0,31 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 145 091 | -6,92 | 10 909 | -6,74 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 58 809 | -7,03 | 4 422 | -6,87 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 111 | 0,00 | 8 | 0,00 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 34 200 | -2,88 | 2 571 | -2,69 | ||||
| 2026-05-05 | 13F | PFG Advisors | 9 235 | -2,22 | 694 | -1,98 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 23 190 | 0,00 | 1 744 | 0,17 | ||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 9 743 | 0,91 | 733 | 1,10 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 67 046 | 17,80 | 5 041 | 18,03 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 286 | 22 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 137 149 | 3,70 | 10 312 | 3,90 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 3 421 | -2,87 | 257 | -2,65 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 956 589 | 23,54 | 71 926 | 23,77 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 438 438 | -0,09 | 32 966 | 0,09 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 282 | 0,00 | 21 | 5,00 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 18 208 | 0,00 | 1 369 | 0,22 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2 953 | -2,35 | 222 | -1,77 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 446 956 | -0,55 | 33 544 | -0,55 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 2 814 | 212 | ||||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 140 244 | -4,26 | 10 545 | -4,09 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 183 | 266,00 | 14 | 333,33 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 3 233 | 0,00 | 243 | 0,41 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 24 600 | 1 850 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 34 378 | 92,14 | 2 585 | 92,55 | ||||
| 2026-04-24 | 13F | United Community Bank | 61 925 | 38,58 | 4 656 | 38,86 | ||||
| 2026-04-28 | 13F | Topor & Co. Korea | 49 589 | -4,21 | 3 729 | -4,04 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 32 | 0,00 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 122 057 | -1,19 | 9 177 | -1,00 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6 831 | -0,29 | 514 | -0,19 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 1 205 | 0,00 | 91 | 0,00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 223 820 | 8,42 | 16 829 | 8,62 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 598 715 | -5,40 | 120 207 | -5,22 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 7 164 | 0,00 | 539 | 0,19 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 5 033 | -2,82 | 378 | -2,58 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 427 847 | -3,95 | 32 170 | -3,77 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 501 | 0,20 | 38 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 3 010 | 1,35 | 249 | 11,71 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13 540 | 1 018 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1 114 | 0,00 | 84 | 0,00 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 5 205 | 0,00 | 391 | 0,26 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 12 478 | 5,81 | 940 | 5,98 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 78 913 | 13,40 | 5 933 | 13,62 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 58 276 | -0,32 | 4 382 | -0,14 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 4 437 | -7,89 | 334 | -7,76 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 2 124 | 7,98 | 160 | 8,16 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3 281 | 61,39 | 247 | 61,84 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 129 997 | 9 774 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 902 | 68 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 234 | 243 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 9 233 | 3,36 | 694 | 3,58 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 430 | 0,00 | 34 | 0,00 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 65 999 | -6,07 | 4 962 | -5,90 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 518 | 39 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 4 361 | -15,27 | 328 | -15,28 | ||||
| 2026-05-08 | 13F | Bokf, Na | 1 349 | 0,00 | 101 | 0,00 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 700 | 100,00 | 53 | 100,00 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 9 632 | 0,00 | 724 | 0,28 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 116 393 | -1,57 | 8 752 | -1,39 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 395 | 0,25 | 30 | 0,00 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 718 | 0,00 | 54 | 0,00 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 16 166 | -2,40 | 1 216 | -2,25 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12 587 | 0,07 | 946 | 0,32 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 11 662 | 10,95 | 877 | 11,17 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 12 123 | 1,67 | 912 | 1,90 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 19 745 | -2,59 | 1 485 | -2,43 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 180 | 0,56 | 14 | 0,00 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 144 255 | 5,07 | 10 685 | 2,76 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 | 0 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 7 196 | 0,59 | 541 | 0,93 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 25 347 | 2,07 | 1 906 | 2,25 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 60 739 | 89,34 | 5 | 100,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 67 928 | 4,38 | 5 107 | 4,57 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 102 | 8 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 54 070 | 198,45 | 4 066 | 406 400,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 79 180 | 3,87 | 5 954 | 4,07 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 178 | 0,00 | 13 | 0,00 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 2 915 | 219 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 160 853 | 4,02 | 12 | 9,09 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 4 898 | 0,00 | 368 | 0,27 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 141 | 0,00 | 11 | 0,00 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 4 352 | -1,96 | 327 | -1,80 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 57 270 | -4,78 | 4 306 | -4,59 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 445 | 33 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1 059 017 | 79 628 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 284 847 | 0,95 | 21 378 | 3,37 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13 802 | -5,18 | 1 038 | -5,04 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 3 521 | 0,00 | 265 | 0,00 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 49 235 | -1,75 | 3 702 | -1,57 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8 095 | 55,40 | 609 | 55,90 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2 263 | 0,00 | 170 | 0,59 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 515 | 0,00 | 39 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 49 198 | 3,21 | 3 699 | 3,41 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 22 180 | 1 668 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 62 792 | 81,66 | 4 986 | 92,21 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32 303 | 20,69 | 2 429 | 20,92 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 3 445 | 6,39 | 259 | 6,58 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 2 816 | -1,92 | 212 | -1,86 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4 721 | 0,11 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 31 565 | 188,74 | 2 373 | 189,39 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 2 730 | -0,55 | 205 | -0,49 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 33 956 | 83,39 | 2 158 | 90,88 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15 179 | 8,23 | 1 141 | 8,46 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 900 843 | -7,53 | 67 734 | -7,36 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 364 | -99,52 | 27 | -99,51 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 769 | 58 | ||||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 4 000 | 0,00 | 301 | 0,00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 269 028 | 7,25 | 20 228 | 7,45 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 10 074 | 0,00 | 757 | 0,13 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 3 724 | 0,27 | 280 | 0,72 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 217 586 | -2,26 | 16 360 | -2,08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 3 100 | -77,54 | 233 | -77,49 | |||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 165 | 0,00 | 12 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4 516 | 340 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 981 | -8,94 | 525 | -8,87 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2 322 | -14,22 | 191 | -5,91 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 2 892 | 0,00 | 217 | 0,00 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 5 220 | 393 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4 711 | -9,26 | 354 | -9,00 | ||||
| 2026-05-14 | 13F | Bank of Marin | 4 836 | -2,24 | 364 | -2,16 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 11 000 | 0,00 | 827 | 0,24 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 100 551 | -53,85 | 7 560 | -53,77 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 65 975 | -1,51 | 4 961 | -1,33 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 31 895 | -0,23 | 2 398 | -0,04 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 8 294 | 19,22 | 624 | 19,35 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16 284 | 4,08 | 1 222 | 6,63 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 9 507 | -36,83 | 715 | -36,76 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 39 744 | -6,14 | 2 988 | -5,95 | ||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 13 090 | 0,00 | 993 | 1,12 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 632 003 | 221 655,44 | 47 520 | 226 185,71 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 19 260 | 0,00 | 1 448 | 0,21 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 4 382 | -5,03 | 329 | -4,91 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Betterment LLC | 9 346 | 23,10 | 1 | |||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 129 170 | -14,46 | 9 712 | -14,30 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 28 250 | 2,06 | 2 124 | 2,26 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 956 052 | -30,18 | 147 076 | -30,05 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 18 213 | 1 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 244 394 | -1,55 | 18 376 | -1,37 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 104 727 | 9,28 | 7 874 | 9,48 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 89 889 | 12,93 | 6 759 | 13,14 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 4 347 | 0,21 | 326 | 2,84 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 10 258 | 0,00 | 771 | 0,26 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1 170 | 0,00 | 88 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20 591 | -2,26 | 1 548 | -2,09 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3 175 | 0,00 | 239 | 0,00 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 208 510 | -1,94 | 15 678 | 0,60 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 5 489 | -1,01 | 413 | -0,96 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 4 589 | -2,34 | 345 | -1,99 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 12 035 | 0,00 | 905 | 0,11 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 42 473 | 0,00 | 3 194 | 0,19 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 7 808 | 0,00 | 587 | 0,34 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 21 294 | -10,03 | 1 706 | -6,16 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 18 662 | -37,69 | 1 403 | -37,56 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 3 795 | 0,00 | 285 | 0,35 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 5 500 | 0,00 | 414 | 0,24 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 4 994 | 1,32 | 375 | 1,63 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 37 969 | -0,18 | 2 855 | 0,00 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Invariant Investment Management | 6 599 | 0,03 | 523 | 2,35 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 70 | 0,00 | 5 | 0,00 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 7 789 | 0,00 | 586 | 0,17 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 346 195 | 1,73 | 26 030 | 1,91 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 32 741 | 25,20 | 2 440 | 24,36 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 46 161 | 3,74 | 3 471 | 3,92 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1 656 | 0,06 | 124 | 0,00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 188 | 0,00 | 14 | 0,00 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 600 | 0,00 | 45 | 0,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7 363 | -33,92 | 554 | -33,85 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 9 477 | 713 | ||||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 120 562 | 4,70 | 9 065 | 4,91 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14 569 | 11,08 | 1 181 | 16,13 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5 021 | 6,58 | 378 | 6,80 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 3 298 | -2,69 | 248 | -0,40 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 145 458 | 17,01 | 10 937 | 17,23 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 32 090 | -7,42 | 2 408 | -5,20 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 350 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5 507 331 | -30,43 | 415 820 | -32,01 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 101 141 | 0,07 | 7 605 | 0,25 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 3 321 664 | -0,76 | 249 756 | -0,58 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 4 148 | 8,81 | 312 | 8,74 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 4 495 | 0,00 | 338 | 0,00 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 15 254 | 0,57 | 1 147 | 0,70 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 3 483 | 11,92 | 262 | 12,02 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 19 497 | 0,17 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 87 748 | -3,17 | 6 598 | -2,99 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sequent Planning LLC | 5 159 | -3,59 | 388 | -3,49 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3 653 | 6,01 | 279 | 7,72 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 120 | 0,84 | 9 | 0,00 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 454 647 | -29,09 | 34 185 | -28,96 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 3 322 | 0,00 | 250 | 0,00 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 259 | 95 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | ERn Financial, LLC | 22 488 | -0,50 | 1 691 | -0,35 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 100 | 8 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 3 209 | 0,00 | 241 | 0,42 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 115 028 | -0,17 | 8 649 | 0,01 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 99 822 | 5,33 | 7 506 | 5,53 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 488 164 | 1,27 | 36 705 | 1,47 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Verum Partners LLC | 50 342 | 0,17 | 3 785 | 0,37 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 77 | 0,00 | 6 | 0,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 8 126 | 0,00 | 611 | 0,16 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 7 794 | 0,32 | 586 | 0,51 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 10 512 | 25,16 | 790 | 25,40 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 6 439 | 0,25 | 484 | 0,41 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 1 686 924 | 1,13 | 126 840 | 1,32 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 2 998 | -65,71 | 225 | -65,70 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 32 668 | 16,06 | 2 456 | 16,29 | ||||
| 2026-04-21 | 13F | Creekside Partners | 2 960 | 0,00 | 223 | 0,00 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 4 471 | 51,87 | 336 | 52,73 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1 475 | 0,00 | 111 | 0,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7 871 710 | 36,39 | 591 874 | 36,64 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5 957 | -3,83 | 447 | -1,32 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 84 839 | -1,46 | 6 379 | -1,27 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 231 815 | -0,45 | 92 620 | -0,26 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 191 | 0,00 | 14 | 0,00 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 11 368 | 0,00 | 855 | 0,12 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 14 744 | 0,52 | 1 109 | 0,73 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 184 539 | -16,55 | 164 255 | -16,40 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 510 | 0,00 | 38 | 0,00 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 3 408 | 5,28 | 256 | 5,79 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 598 213 | 11,46 | 43 945 | 9,10 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 12 244 | 346,05 | 921 | 346,60 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 74 369 | 9,84 | 5 592 | 10,04 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 9 220 | -0,43 | 693 | -0,14 | ||||
| 2026-05-12 | 13F | Creative Planning | 119 982 | 1,87 | 9 021 | 2,06 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 126 889 | -19,79 | 9 541 | -19,64 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 214 270 | 4,45 | 16 111 | 4,64 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 12 165 867 | 2,09 | 914 751 | 2,28 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1 030 | 139,53 | 77 | 140,63 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 12 806 | 0,00 | 963 | 0,10 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 3 530 | 274 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 5 305 | -0,69 | 399 | -0,50 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 250 011 | -0,61 | 18 798 | -0,42 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 400 | 0,00 | 30 | 0,00 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 112 312 | 59,97 | 8 445 | 60,26 | ||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 11 671 | 8,99 | 878 | 9,22 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 99 671 | 2,61 | 7 494 | 2,80 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 240 | 18 | ||||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 209 004 | 99,09 | 15 715 | 99,48 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 125 167 | 712,30 | 9 411 | 714,10 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 16 650 | 1,31 | 1 252 | 1,46 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 35 052 | -42,50 | 2 635 | -42,40 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 69 041 | 1,57 | 5 191 | 1,76 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 2 949 | 0,37 | 222 | 0,45 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 146 912 | 34,33 | 11 046 | 34,58 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 42 757 | 0,22 | 3 215 | 0,41 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 20 198 | 6,29 | 1 519 | 6,45 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 13 846 | 16,88 | 1 041 | 17,10 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24 754 | 0,58 | 1 861 | 0,76 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 107 561 | 127,00 | 8 088 | 127,42 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 271 890 | 62,30 | 20 443 | 62,61 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 12 050 | 0,00 | 967 | 0,62 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2 841 | 214 | ||||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 14 035 | -19,69 | 1 055 | -19,53 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 35 278 | 15,97 | 2 653 | 16,16 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1 050 | 0,00 | 79 | 0,00 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 15 595 | -0,06 | 1 173 | 0,09 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 26 430 | -10,60 | 2 | -50,00 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 389 | 0,00 | 29 | 0,00 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 17 343 | -0,78 | 1 304 | -0,61 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 1 350 198 | 34,71 | 101 521 | 34,96 | ||||
| 2026-04-10 | 13F | Novem Group | 3 630 | -6,20 | 273 | -6,21 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 4 354 | 0,14 | 327 | 0,31 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4 893 236 | -0,72 | 367 922 | -0,53 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 25 | -43,18 | ||||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1 432 231 | -1,97 | 107 690 | -1,78 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 142 | 0,00 | 11 | 0,00 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 155 | 12 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2 968 | 49,52 | 223 | 50,68 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 153 | 0,00 | 12 | 0,00 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 462 | 0,00 | 35 | 0,00 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 66 284 | 1,32 | 4 984 | 1,51 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 18 749 | 0,00 | 1 432 | -1,10 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 3 464 | 260 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 5 674 448 | 1,14 | 426 662 | 1,33 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 18 008 | -0,55 | 1 366 | 0,52 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5 032 | 378 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 4 250 | 0,00 | 320 | 0,31 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 3 064 | -0,13 | 230 | 0,00 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 518 | 39 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 156 276 | -32,38 | 11 750 | -32,25 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 6 200 | -3,12 | 466 | -2,92 | |||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 8 567 | 0,15 | 644 | 0,47 | ||||
| 2026-04-21 | 13F | AEGON USA Investment Management, LLC | 4 920 | 0,00 | 370 | 0,00 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 18 884 | 0,20 | 1 420 | 0,35 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 20 998 | 59,86 | 1 579 | 60,20 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 2 643 | 0,00 | 199 | 0,00 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 184 | 0,00 | 14 | 0,00 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 81 015 | -7,95 | 6 092 | -7,78 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 14 942 | 1 121 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 474 | 0,42 | 36 | 0,00 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 14 818 | 112,14 | 1 114 | 112,60 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 151 | 0,00 | 11 | 0,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 936 | 314,16 | 70 | 337,50 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 16 542 | -14,26 | 1 244 | -14,10 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 104 658 | 8,75 | 7 870 | 8,97 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 28 533 | -3,41 | 2 145 | -3,68 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11 902 | 13,32 | 895 | 13,45 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 624 | 415,70 | 47 | 411,11 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 240 986 | 0,63 | 18 120 | 0,81 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 321 | 0,89 | 0 | |||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 11 295 | -0,63 | 849 | -0,47 | ||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 19 670 | 0,02 | 1 479 | 0,27 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 37 575 | 59,24 | 2 825 | 59,60 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 141 220 | -0,12 | 10 618 | 0,07 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 897 | 67 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 56 841 | -18,92 | 4 274 | -18,78 | ||||
| 2026-05-04 | 13F | Headland Capital, LLC | 155 922 | 3,27 | 11 724 | 3,46 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 6 354 | -6,50 | 478 | -6,47 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 16 002 | 21,64 | 1 203 | 21,88 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 62 | 0,00 | 5 | 0,00 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 319 573 | -13,85 | 24 029 | -13,69 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 92 321 | 8,03 | 6 939 | 8,20 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 26 271 | 1,09 | 1 987 | 1,95 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2 859 | 215 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 5 705 | 0,00 | 429 | 0,00 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 5 325 | -13,44 | 400 | -13,23 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 11 115 | 0,10 | 836 | 0,24 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 25 352 | -1,08 | 1 936 | 0,68 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2 495 846 | -0,31 | 187 690 | -0,13 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 1 105 | 42,58 | 83 | 43,10 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 220 | 0,00 | 17 | 0,00 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2 706 | 203 | ||||||
| 2026-05-14 | 13F | Prudential Plc | 2 180 | 164 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1 114 | 0,00 | 84 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 119 492 | 112,33 | 8 968 | 117,43 | ||||
| 2026-05-13 | 13F | Sagewood Asset Management LP | 3 110 | 234 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 368 | 28 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 33 743 | 11,21 | 2 537 | 11,42 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 157 375 | 19,15 | 11 833 | 19,37 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 80 716 | 43,31 | 6 069 | 43,61 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 396 300 | -4,15 | 29 798 | -3,97 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 27 054 | -30,03 | 2 034 | -29,89 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 24 203 | -7,08 | 1 820 | -6,91 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 925 | 0,22 | 70 | 0,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 2 805 | 74,12 | 211 | 75,00 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 92 397 | 2,58 | 7 | 0,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 465 | 338,68 | 35 | 385,71 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 126 937 | -6,84 | 9 544 | -6,67 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4 400 | 11,45 | 331 | 11,49 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 7 715 | 1,26 | 580 | 1,58 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 3 080 | -2,10 | 232 | -2,12 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 246 520 | 4,01 | 18 536 | 4,21 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 39 149 | 301,28 | 2 944 | 302,05 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 18 012 | -27,46 | 1 354 | -27,32 | ||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 3 020 | 0,00 | 227 | 0,44 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 100 000 | 0,00 | 7 519 | 0,19 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 32 740 | -0,84 | 2 462 | -0,69 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6 944 | 522 | ||||||
| 2026-01-09 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 3 431 | -22,01 | 258 | -22,12 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 12 891 | 0,00 | 969 | -2,81 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 11 713 | -8,05 | 881 | -7,85 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 6 109 | -0,62 | 459 | -0,43 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2 681 | 0,00 | 202 | 0,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 277 | 0,36 | 21 | -4,76 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 131 179 | 1 556,51 | 9 863 | 1 560,44 | ||||
| 2026-04-24 | 13F | Bayban | 87 | 0,00 | 7 | 0,00 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 6 284 | -16,71 | 462 | -19,26 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 14 081 | 37,70 | 1 059 | 37,94 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 197 | 0,00 | 15 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5 931 | 233,58 | 446 | 234,59 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 47 488 | 124,86 | 3 571 | 125,38 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 25 816 | -8,82 | 1 941 | -8,62 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 360 | 27 | ||||||
| 2026-05-08 | 13F | Capital Developers, LLC | 51 558 | 4,00 | 3 877 | 4,19 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7 237 | -15,11 | 544 | -14,87 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 548 918 | -2,28 | 41 273 | -2,10 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 12 062 | -4,85 | 907 | -4,73 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 89 803 | 439,88 | 6 752 | 441,03 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 661 | 125 | ||||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 1 282 365 | -5,87 | 96 421 | -5,70 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 260 | 0,00 | 20 | 0,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 30 685 | 2,28 | 2 307 | 2,49 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 208 309 | 34,78 | 15 663 | 35,03 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 38 730 | 13,14 | 2 912 | 13,35 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 8 286 | -0,60 | 623 | -0,32 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 47 955 | 12,57 | 4 | 0,00 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 8 003 | 2,33 | 590 | 0,51 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 245 | 18 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 7 048 | -0,07 | 530 | 0,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11 959 | -9,65 | 899 | -9,47 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 194 574 | -1,31 | 14 630 | -1,12 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 6 536 | -6,95 | 491 | -6,83 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4 191 | 0,26 | 315 | 0,64 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 7 353 | 553 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8 820 059 | 2,59 | 663 439 | 2,80 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1 200 | 0,00 | 90 | 0,00 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 13 814 | -8,42 | 1 039 | -8,30 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 9 528 | -17,92 | 716 | -17,80 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 18 576 | 24,87 | 1 397 | 25,09 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 3 742 | 0,00 | 281 | 0,36 | ||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 205 732 | -67,59 | 15 469 | -67,53 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 6 332 | 0,38 | 476 | 0,63 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 9 947 | 4,40 | 748 | 4,48 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 3 295 | 248 | ||||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 292 408 | 8,73 | 21 986 | 8,93 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 122 459 | -1,82 | 9 208 | -1,65 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 16 587 | 1,60 | 1 247 | 1,80 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 135 | -74,38 | 10 | -74,36 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 59 903 | 4 504 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 8 279 | 622 | ||||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 73 429 | 13,38 | 5 521 | 13,60 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 5 200 | -49,02 | 391 | -49,02 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 2 832 | 0,00 | 213 | 0,00 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 18 268 | -14,39 | 1 374 | -14,24 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 49 658 | 0,77 | 3 734 | 0,95 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 68 344 | 3,13 | 5 139 | 3,32 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 209 182 | -21,65 | 15 728 | -21,51 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 982 253 | 73 856 | ||||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 3 524 | 265 | ||||||
| 2026-04-24 | 13F | Family Capital Trust Co | 469 | 0,00 | 35 | 0,00 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 25 664 | 16,97 | 1 930 | 17,19 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 16 045 | 1 206 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 166 | 12 | ||||||
| 2026-04-22 | 13F | Sykon Capital Llc | 142 099 | 10 684 | ||||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 4 943 | 70,21 | 372 | 70,97 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 3 316 | 249 | ||||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 56 987 | 0,73 | 4 285 | 0,89 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 39 992 | 192,49 | 3 007 | 192,98 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 4 988 | 63,81 | 0 | |||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 62 | 55,00 | 5 | 33,33 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 16 360 | -11,33 | 1 230 | -11,13 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 22 285 | 5,10 | 1 676 | 5,28 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 53 809 | -2,91 | 4 046 | -2,74 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 52 | 0,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 60 809 | -2,24 | 4 572 | -2,06 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11 145 | 0,00 | 838 | -2,67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 998 358 | 3,26 | 150 257 | 3,45 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 18 479 | 20,76 | 1 389 | 20,99 | ||||
| 2026-04-20 | 13F | City State Bank | 111 | 0,00 | 8 | 0,00 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 4 269 | 0,00 | 321 | 0,00 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 46 652 | -7,29 | 3 508 | -7,12 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 51 272 | 0,28 | 3 855 | 14,19 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 2 667 | -23,10 | 201 | -23,08 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 5 248 | 0,00 | 395 | 0,25 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 162 420 | -15,74 | 12 212 | -15,57 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 406 396 | 10,06 | 30 557 | 10,27 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 34 994 | 145,92 | 2 631 | 146,58 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 7 764 | -12,89 | 584 | -12,72 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 94 153 | 2,28 | 7 079 | 2,48 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 4 272 | -3,48 | 321 | -3,31 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 38 046 | 0,01 | 2 861 | 0,18 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 18 678 | -4,04 | 1 415 | -4,65 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2 476 | 0,00 | 182 | -3,21 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 231 299 | -14,82 | 17 391 | -14,66 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 1 165 | 0,00 | 88 | 0,00 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 6 474 | -8,01 | 487 | -7,95 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 455 118 | 363,13 | 34 220 | 364,00 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 15 114 | -3,70 | 1 136 | -3,48 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 29 891 | 0,51 | 2 247 | 0,72 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 54 | 4 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 215 | 16 | ||||||
| 2026-05-11 | 13F | Potentia Wealth | 24 706 | -0,23 | 1 858 | -0,05 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 68 253 | 105,34 | 5 132 | 105,73 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 36 359 | 352,11 | 2 734 | 353,23 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 38 273 | -5,74 | 2 878 | -5,58 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 109 026 | -1,05 | 8 198 | -0,87 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 6 681 | -1,89 | 502 | -1,76 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 29 124 | 2 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 71 883 | 48,06 | 5 405 | 48,34 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 22 059 | 5,88 | 1 659 | 6,08 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 5 126 | 1,44 | 385 | 1,58 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 566 | 28,05 | 43 | 27,27 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 27 562 | -12,59 | 2 105 | -11,03 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 398 406 | -1,07 | 29 956 | -0,89 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 61 037 | 4 589 | ||||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 151 843 | 0,02 | 11 417 | 0,21 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 224 229 | -18,06 | 16 860 | -17,91 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 12 391 | -3,17 | 930 | -0,85 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 12 607 | 5,34 | 948 | 5,46 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 83 540 | 19,50 | 6 | 20,00 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 147 594 | 1,30 | 11 098 | 1,49 |
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