Podstawowe statystyki
| Właściciele instytucjonalni | 774 total, 773 long only, 0 short only, 1 long/short - change of -1,96% MRQ |
| Średnia alokacja portfela | 0.7421 % - change of -12,80% MRQ |
| Akcje instytucjonalne (długie) | 57 979 049 (ex 13D/G) - change of 11,32MM shares 15,11% MRQ |
| Wartość instytucjonalna (długa) | $ 4 119 361 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF (MX:SPLV) posiada 774 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 57,979,049 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, Morgan Stanley, Two Sigma Investments, Lp, LPL Financial LLC, Fmr Llc, Ameriprise Financial Inc, Wells Fargo & Company/mn, Royal Bank Of Canada, Invesco Ltd., and Pnc Financial Services Group, Inc. .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF (BMV:SPLV) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 86 420 | 7,20 | 6 321 | 9,78 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1 327 | 3,92 | 97 | 6,59 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 12 824 | 0,00 | 938 | 2,40 | ||||
| 2026-05-15 | 13F | Variant Private Wealth, LLC | 13 583 | 0,52 | 993 | 2,90 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 2 791 | 31,46 | 204 | 35,10 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 10 282 | -0,01 | 752 | 2,18 | ||||
| 2026-04-15 | 13F | Wealth Intelligence, LLC | 15 898 | -21,30 | 1 163 | -19,42 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 94 | 0,00 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 26 823 | -22,31 | 1 962 | -20,45 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 105 | 7 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 21 587 | -13,07 | 1 579 | -11,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 506 | -3,28 | 110 | -0,90 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5 409 | -35,51 | 396 | -33,95 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 21 906 | 170,58 | 1 602 | 177,16 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 6 842 | -82,33 | 500 | -81,92 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 403 201 | 115,09 | 29 490 | 120,27 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5 438 | 5,74 | 398 | 8,17 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 3 705 | -1,83 | 271 | 0,37 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 28 683 | -4,68 | 2 049 | -7,37 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 7 755 | 0,00 | 567 | 2,53 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 400 | 0,00 | 29 | 3,57 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 650 | 46 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 9 414 | -0,93 | 689 | 1,47 | ||||
| 2026-05-15 | 13F | Prelude Capital Management, Llc | 6 047 | 442 | ||||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 16 440 | -49,70 | 1 202 | -48,50 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 113 | 81 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 27 329 | 0,00 | 1 999 | 2,41 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 163 853 | -0,06 | 11 984 | 2,35 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 11 821 | -40,53 | 865 | -39,11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 119 513 | -13,93 | 2 231 | -77,51 | ||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 4 474 | 0,00 | 329 | -3,24 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 10 555 | -0,65 | 772 | 1,72 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 2 871 | 210 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | WESPAC Advisors SoCal, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 327 515 | 13,31 | 23 637 | 14,49 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 371 | 0,00 | 27 | 3,85 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 9 207 | 0,00 | 673 | 2,44 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 11 877 | 0,01 | 869 | 2,36 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 5 599 | 0,13 | 409 | 2,51 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 4 630 | -1,49 | 339 | 0,90 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 16 248 | 1 188 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 18 865 | -2,45 | 1 380 | -0,14 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 10 071 | 0,03 | 737 | 2,36 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 3 374 | 0,36 | 247 | 2,50 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 5 569 | -4,75 | 407 | -2,40 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 290 | -4,14 | 167 | -1,76 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 22 284 | 0,00 | 1 592 | 0,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 63 509 | -0,27 | 4 645 | 2,13 | ||||
| 2026-02-13 | 13F | Cutler Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 161 061 | -5,94 | 11 780 | -3,68 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 3 354 | 0,00 | 245 | 2,51 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 6 685 | 0,54 | 489 | 2,95 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 332 | 0,61 | 0 | |||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 37 979 | -2,75 | 2 778 | -0,43 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 4 211 | 0,00 | 308 | 2,33 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 15 980 | 0,00 | 1 169 | 2,37 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 12 147 | -10,18 | 888 | -7,98 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2 911 | -0,55 | 213 | 1,44 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 18 529 | 1,40 | 1 355 | 3,83 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 31 149 | 0,00 | 2 278 | 2,43 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 3 173 | 0,00 | 232 | 2,65 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 262 376 | 1,03 | 18 739 | -1,81 | ||||
| 2026-05-06 | 13F | Broyhill Asset Management | 4 500 | 0,00 | 329 | 2,49 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 757 | -15,42 | 55 | -12,70 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 404 | -3,35 | 30 | 0,00 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 25 124 | -5,27 | 1 838 | -3,01 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 4 156 600 | 57,79 | 304 014 | 61,59 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 170 890 | 1,07 | 12 499 | 3,50 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 3 736 | 0,00 | 273 | 2,63 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 55 186 | -0,99 | 4 036 | 1,41 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 5 776 | 0,05 | 422 | 2,43 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 94 664 | 1,41 | 7 051 | 5,74 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 9 877 | -0,25 | 722 | 2,12 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 15 410 | 0,00 | 1 127 | 2,45 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 3 013 | 0,03 | 220 | 2,33 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 10 858 | -2,97 | 794 | -0,63 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 8 557 | 11,22 | 626 | 13,84 | ||||
| 2026-02-17 | 13F | Boothbay Fund Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 22 107 | -5,60 | 1 617 | -6,05 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 31 127 | 2 277 | ||||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 55 648 | 7,96 | 4 070 | 10,57 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 434 | 0,00 | 32 | 3,33 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 11 251 | 6,29 | 823 | 8,87 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 899 | 0,00 | 66 | 1,56 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-12 | 13F | Colonial Trust Advisors | 121 | 0,00 | 9 | 0,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 4 498 | 329 | ||||||
| 2026-05-07 | 13F | Advisor Resource Council | 8 484 | 2,64 | 621 | 2,14 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 671 | -24,27 | 49 | -22,22 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Xponance, Inc. | 3 778 | 11,91 | 276 | 14,52 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6 947 | -1,96 | 508 | 0,40 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2 | 0 | ||||||
| 2026-05-04 | 13F | Providence First Trust Co | 6 716 | 0,00 | 491 | 2,51 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 51 889 | -2,51 | 3 795 | -0,16 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 157 | 12 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9 692 | 24,27 | 709 | 27,11 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 40 252 | -1,39 | 2 944 | 0,96 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 52 645 | -1,02 | 3 850 | 1,37 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 3 186 | -15,04 | 233 | -12,73 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 3 537 | 0,00 | 259 | 2,38 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 2 922 | -0,27 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9 904 | 17 585,71 | 724 | 18 000,00 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 10 028 | 733 | ||||||
| 2026-04-21 | 13F | Founders Capital Management | 1 245 | 0,00 | 91 | 3,41 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 12 681 | -2,39 | 927 | 0,00 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2 824 | -0,91 | 207 | 1,48 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 249 052 | 18 216 | ||||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 338 | -31,58 | 25 | -31,43 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1 279 | 0,00 | 95 | 3,30 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 100 901 | 0,02 | 7 380 | 2,43 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 7 789 | -6,55 | 570 | -4,37 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 767 | 56 | ||||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 11 958 | 0,00 | 875 | 2,34 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 8 182 | 0,06 | 598 | 2,57 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 4 420 | -19,94 | 0 | |||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 12 101 | -1,43 | 885 | 1,03 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 3 459 | 0,00 | 253 | 2,02 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 48 183 | -16,62 | 3 524 | -14,61 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 120 124 | -1,01 | 8 786 | 1,37 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 125 909 | 3,88 | 9 209 | 6,38 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 93 384 | 6,12 | 6 830 | 8,69 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8 769 | 8,90 | 626 | 5,92 | ||||
| 2026-05-13 | 13F | Fogel Capital Management, Inc. | 3 650 | 0,00 | 267 | 2,31 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 5 781 | -1,85 | 423 | 0,48 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 14 241 | -0,41 | 1 042 | 1,96 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4 267 | 312 | ||||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 2 803 | 205 | ||||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 10 691 | -14,31 | 782 | -12,35 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 10 340 | -15,20 | 756 | -13,10 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 2 900 | -3,33 | 212 | -0,93 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 3 821 | -2,62 | 280 | -0,36 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3 744 | 274 | ||||||
| 2026-05-08 | 13F | Virtus Wealth Solutions LLC | 14 282 | -0,16 | 1 045 | 2,25 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 10 551 | -3,26 | 775 | -3,37 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 3 253 | 0,00 | 238 | 2,16 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2 029 | 148 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 3 670 | 0,00 | 268 | 2,29 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 32 481 | -3,16 | 2 376 | -0,84 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 16 400 | -40,36 | 1 199 | 119 800,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2 151 | 0,56 | 157 | 3,29 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Romano Brothers And Company | 5 952 | 0,02 | 435 | 2,35 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 132 | 0,76 | 10 | 0,00 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 14 956 | -9,40 | 1 094 | -7,22 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 2 203 | 0,00 | 161 | 2,55 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 937 659 | 0,19 | 68 579 | 2,60 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 3 694 | 30,12 | 270 | 33,66 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 23 195 | -0,46 | 1 697 | 1,92 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 44 303 | -3,67 | 3 240 | -1,34 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 4 437 | -0,69 | 317 | -3,66 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 42 790 | -10,65 | 3 130 | -8,51 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 41 311 | 3 021 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 3 276 | -5,92 | 240 | -3,63 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 3 264 | 0,00 | 239 | 2,15 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 20 464 | 7,12 | 1 497 | 9,68 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 5 920 | 0,00 | 433 | 2,37 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 72 480 | -0,55 | 5 177 | -4,94 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 9 294 | -0,65 | 680 | 1,65 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 22 | -98,99 | 2 | -99,36 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 524 | 0,00 | 38 | 2,70 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 885 | 65 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 26 988 | 29,36 | 1 974 | 32,51 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 38 949 | -8,51 | 2 849 | -6,32 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 60 464 | 10,71 | 4 504 | 11,96 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 18 763 | -52,23 | 1 372 | -51,09 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 82 281 | 20,62 | 5 892 | 17,54 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 3 618 | -2,53 | 265 | -0,38 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 10 819 | -32,29 | 791 | -30,67 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 32 030 | 17,74 | 2 343 | 20,60 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 194 258 | 108,92 | 14 208 | 236 700,00 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 13 516 | -7,35 | 989 | -5,09 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 180 524 | -41,42 | 13 204 | -40,01 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14 871 | -5,88 | 1 088 | -3,63 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 20 038 | -32,78 | 1 466 | -31,19 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9 903 | -0,64 | 724 | 1,83 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17 891 | 1 322 | ||||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 6 374 | 466 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 676 849 | 4,10 | 122 645 | 6,60 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5 899 | 0,00 | 431 | 2,38 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18 328 | 0,00 | 1 340 | 2,45 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 3 513 | -5,67 | 257 | -3,40 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 5 160 | -10,48 | 377 | -8,27 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 57 793 | -43,33 | 4 227 | -41,97 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 4 654 | 6,55 | 340 | 9,32 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 5 114 | 0,00 | 374 | 2,47 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 5 984 | -0,37 | 438 | 2,10 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 713 | 0,00 | 52 | 4,00 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 739 | 0,00 | 54 | 3,85 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 3 094 | 0,00 | 226 | 2,73 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4 608 | -21,53 | 337 | -19,57 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 5 682 | -3,05 | 416 | -0,72 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 6 835 | 0,00 | 500 | 2,25 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 263 123 | 0,07 | 19 245 | 2,48 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 33 668 | 1,30 | 2 463 | 3,75 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 57 754 | 147,19 | 4 224 | 153,24 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 405 025 | 51,73 | 30 | 52,63 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 279 | 0,00 | 20 | 5,26 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 13 640 | -17,06 | 998 | -15,08 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 34 652 | 2,71 | 2 534 | 5,19 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 32 079 | -10,37 | 2 346 | -8,22 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4 008 | -3,86 | 293 | -1,35 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 5 932 | 2,15 | 434 | 4,83 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 34 921 | 2 554 | ||||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 12 200 | 0,00 | 892 | 2,41 | ||||
| 2026-05-12 | 13F | Creative Planning | 144 672 | 9,61 | 10 581 | 12,25 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 100 | 7 | ||||||
| 2026-05-15 | 13F | Weaver Consulting Group | 2 762 | 202 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 106 | 0,00 | 8 | 0,00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 8 044 | 14,20 | 588 | 16,90 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 2 795 | 204 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 4 227 | 0,00 | 309 | 2,66 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 119 | 0,00 | 9 | 0,00 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 46 402 | -0,46 | 3 394 | 1,92 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9 396 | -12,70 | 687 | -10,55 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 477 | -1,17 | 254 | 1,20 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 15 440 | 1 129 | ||||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8 291 | 6,39 | 606 | 8,99 | ||||
| 2026-05-15 | 13F | Diametric Capital, LP | 39 732 | 2 906 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 146 402 | 7,86 | 10 708 | 10,45 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 425 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 84 621 | -1,57 | 6 189 | -0,83 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 943 | 69 | ||||||
| 2026-04-29 | 13F | Financial Life Advisors | 18 474 | 4,67 | 1 351 | 7,22 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15 634 | 23,92 | 1 143 | 26,86 | ||||
| 2026-04-13 | 13F | Trust Co | 45 | 0,00 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 2 875 | 210 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 9 880 | 723 | ||||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 22 214 | -2,08 | 1 625 | 0,25 | ||||
| 2026-04-06 | 13F | CX Institutional | 3 407 | -62,11 | 0 | |||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 5 240 | -14,21 | 383 | -12,16 | ||||
| 2026-05-11 | 13F | 111 Capital | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 30 142 | 9,79 | 2 205 | 12,45 | ||||
| 2026-05-15 | 13F | Richwood Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Brick & Kyle, Associates | 8 782 | -12,91 | 1 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 45 310 | 0,37 | 3 323 | 3,04 | ||||
| 2026-02-13 | 13F | Walleye Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 28 431 | 8,13 | 2 079 | 10,76 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 102 | 0,00 | 7 | 0,00 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 206 | 0,00 | 15 | 7,14 | ||||
| 2026-05-11 | 13F | Commerce Bank | 220 712 | 16 143 | ||||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 444 | 0,00 | 32 | 3,23 | ||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 690 000 | 0,00 | 50 467 | 2,41 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 323 783 | 4,65 | 23 681 | 7,17 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 11 014 | -4,75 | 806 | -2,42 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 7 335 | -4,32 | 536 | -2,01 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 12 411 | 0,74 | 908 | 3,19 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 3 168 | 0,00 | 232 | 2,21 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1 624 | 0,00 | 119 | 2,61 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 12 049 | -22,57 | 881 | -20,70 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 351 128 | -0,39 | 25 681 | 2,01 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 75 181 | -2,87 | 5 499 | -0,54 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 674 | -26,90 | 122 | -25,15 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 61 199 | 7,50 | 4 476 | 10,11 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 9 762 | -30,00 | 714 | -28,41 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 24 155 | 0,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 7 265 | -68,75 | 531 | -68,91 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 3 639 | -0,76 | 266 | 1,92 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 6 372 | 3,96 | 466 | 6,64 | ||||
| 2026-05-13 | 13F | Northwest & Ethical Investments L.P. | 46 293 | 516,34 | 3 424 | 533,89 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 410 | 0,00 | 30 | 0,00 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 3 500 | 0,00 | 256 | 2,41 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 18 498 | -1,82 | 1 321 | -4,48 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 22 424 | 102,86 | 1 640 | 107,86 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 18 827 | 1,07 | 1 377 | 3,53 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 3 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4 531 | 331 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 494 | 36 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 5 856 | 0,14 | 428 | 2,64 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 369 048 | 1,72 | 26 992 | 4,17 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 3 542 | 0,00 | 259 | 2,78 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 284 434 | -0,88 | 21 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 113 560 | 8,97 | 8 306 | 11,60 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 9 046 | 64,50 | 662 | 68,62 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 377 051 | 3,56 | 27 578 | 6,05 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2 360 158 | 7,71 | 172 622 | 10,31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 441 308 | -5,78 | 32 277 | -3,51 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 691 | 0,00 | 51 | 2,04 | ||||
| 2026-05-15 | 13F | Amundi | 18 002 | -2,17 | 1 317 | 0,15 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 149 | 0,00 | 11 | 0,00 | ||||
| 2026-06-04 | 13F/A | Chelsea Counsel Co | 147 | 0,00 | 11 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 203 | 0,00 | 15 | 0,00 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 4 235 | 0,00 | 302 | -2,89 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 16 714 | -2,37 | 1 222 | 0,00 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 6 768 | -2,87 | 495 | -0,40 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 75 277 | 34,43 | 5 506 | 37,66 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 951 612 | 488,79 | 69 601 | 503,02 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 35 165 | -26,41 | 2 572 | -24,65 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 118 044 | -22,40 | 8 688 | -20,02 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 3 435 | 251 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 301 300 | 9,38 | 22 037 | 115 884,21 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2 851 | -66,78 | 209 | -65,85 | ||||
| 2026-04-07 | 13F | Eastern Bank | 11 506 | 0,00 | 842 | 2,44 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 11 051 | -11,06 | 1 | |||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Summit Global Investments | 25 822 | 2 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 130 017 | 0,05 | 9 463 | 1,95 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 10 692 | 0,04 | 782 | 2,49 | ||||
| 2026-05-14 | 13F | Taylor Securities Services, Inc. | 12 907 | -3,86 | 944 | -1,46 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 285 | 0,00 | 21 | 0,00 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 29 339 | -8,26 | 2 146 | -6,09 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 9 473 | 232,39 | 693 | 232,69 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 724 | 0,14 | 53 | 1,96 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 10 592 | 775 | ||||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 4 914 | -37,46 | 359 | -36,01 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 5 791 | -0,21 | 424 | 2,17 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 9 980 | 0,29 | 730 | 2,68 | ||||
| 2026-05-15 | 13F | Junto Capital Management LP | 548 375 | 40 108 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1 000 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 267 894 | -32,17 | 19 800 | -30,02 | ||||
| 2026-05-05 | 13F | UBS Group AG | 855 300 | 3,56 | 62 557 | 6,05 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 69 920 | 14,08 | 5 114 | 16,82 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3 000 | 0,00 | 219 | 2,34 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 6 461 | -0,74 | 473 | 1,72 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 28 807 | -8,64 | 2 107 | -6,44 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 491 | 36 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 28 341 | 4,88 | 2 073 | 7,41 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 5 547 | 1,08 | 407 | 3,84 | ||||
| 2026-05-05 | 13F | PFG Advisors | 202 254 | 810,56 | 14 793 | 832,66 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | BXM Wealth LLC | 5 721 | 0,00 | 418 | 2,45 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 4 936 | 10,08 | 361 | 12,81 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 534 | 0,00 | 39 | 2,63 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 55 502 | -5,92 | 4 059 | -3,66 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 260 | 0,00 | 19 | 5,56 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2 920 | 0,03 | 0 | |||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 50 841 | -11,23 | 3 719 | -11,64 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3 983 | -3,84 | 291 | -1,36 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 2 168 | 1 006,12 | 159 | 1 115,38 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 33 222 | -22,10 | 2 430 | -19,99 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 81 190 | 2,45 | 5 938 | 4,93 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 17 803 | 0,53 | 1 302 | 2,92 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 70 988 | 5,09 | 5 192 | 7,63 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 11 727 | 175,15 | 858 | 181,91 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 12 490 | -20,22 | 913 | -18,92 | ||||
| 2026-04-15 | 13F/A | Sl Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 12 866 | -3,20 | 941 | -0,84 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 502 | -8,58 | 110 | -8,33 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 260 979 | 6,74 | 19 088 | 9,31 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 239 | 0,00 | 17 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 69 531 | 2,80 | 5 086 | 5,28 | ||||
| 2026-04-24 | 13F | United Community Bank | 1 020 | 0,00 | 75 | 2,78 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 10 449 | 1,71 | 764 | 4,23 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 6 955 | 3,45 | 509 | 5,83 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 20 102 | -8,14 | 1 470 | -5,89 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 19 757 | 41,35 | 1 445 | 44,79 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 48 622 | -98,16 | 3 556 | -98,11 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 7 534 | 551 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 81 738 | -4,41 | 5 978 | -2,11 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 3 720 | 0,00 | 272 | 2,64 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5 560 | 0,56 | 407 | 3,05 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 8 586 | 7,58 | 628 | 10,00 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3 227 | 236 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 248 | 18 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 4 728 | -4,72 | 346 | -2,54 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 449 | 0,00 | 33 | 0,00 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 169 255 | 9,38 | 12 379 | 12,02 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 79 | 0,00 | 6 | 0,00 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1 000 | 0,00 | 73 | 2,82 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 12 643 | 0,00 | 925 | 2,44 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 7 014 | 0,00 | 513 | 2,60 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 4 | 0 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18 591 | 6,62 | 1 360 | 9,16 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3 386 | -0,09 | 248 | 2,07 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9 186 | -45,07 | 672 | -43,80 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 405 | 0,00 | 30 | 3,57 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 219 | 0,46 | 16 | 6,67 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 11 457 | -17,31 | 1 | |||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 5 484 | -77,94 | 401 | -77,41 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5 023 | 17,74 | 367 | 20,72 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 40 238 | 7,56 | 2 943 | 10,18 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 32 | 2 | ||||||
| 2026-05-15 | 13F | Peterson Wealth Management | 33 | 2 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 10 754 | 0,23 | 787 | 2,61 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 83 141 | 4,04 | 6 081 | 6,54 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 30 181 | -4,67 | 2 207 | -2,39 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 3 246 | 0,53 | 237 | 3,04 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 10 749 | -4,21 | 786 | -2,60 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 7 721 | -12,21 | 565 | -10,19 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2 732 | 200 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 12 277 | -3,84 | 898 | -1,54 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 115 672 | 69,49 | 8 460 | 73,57 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 967 | 0,21 | 71 | 2,94 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 365 651 | -3,16 | 26 744 | -0,82 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3 052 | -6,81 | 223 | -4,29 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 5 361 | 0,54 | 392 | 3,16 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 3 106 | -17,26 | 222 | -19,64 | ||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 36 464 | 0,19 | 2 667 | 2,58 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 11 296 | -0,12 | 826 | 2,35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 242 | 87,60 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 154 147 | 5 302,98 | 11 274 | 5 453,69 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 905 | 66 | ||||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 39 312 | 20,10 | 2 875 | 23,02 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1 842 | -6,69 | 135 | -4,29 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 2 792 | 204 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 2 376 | -1,86 | 174 | 0,58 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 209 | 0,00 | 15 | 7,14 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 24 558 | -1,10 | 1 796 | 1,30 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 26 246 | -56,75 | 1 920 | -55,72 | ||||
| 2026-05-08 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 280 079 | -3,69 | 20 | 0,00 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 850 | 0,00 | 63 | 3,33 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 2 961 | 217 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 693 | 10,44 | 0 | |||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 2 768 | 202 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 33 642 | 1,18 | 2 461 | 3,62 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 832 | 0,04 | 207 | 2,48 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 35 955 | 4,16 | 2 630 | 6,65 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 9 003 | -91,99 | 658 | -87,33 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 3 807 | 35,48 | 281 | 36,59 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 10 514 | -16,40 | 1 | |||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 16 097 | 4 147,23 | 1 177 | 4 259,26 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 10 453 | 0,00 | 765 | 2,41 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 929 | -92,60 | 66 | -92,83 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 54 576 | -3,14 | 3 992 | -0,82 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 529 813 | 5,09 | 38 751 | 7,63 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 560 186 | 4,22 | 40 972 | 6,73 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 024 880 | -4,32 | 74 960 | -2,01 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2 823 | 206 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2 053 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 74 818 | 5 472 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4 787 | -8,92 | 350 | -6,67 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 14 702 | 0,00 | 1 075 | 2,38 | ||||
| 2026-05-13 | 13F | Tls Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6 881 | -61,22 | 491 | -62,32 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 3 281 | 0,00 | 240 | 2,14 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 523 | 9,31 | 258 | 11,74 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 3 121 | 0,00 | 228 | 2,70 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 204 | 15 | ||||||
| 2026-05-12 | 13F | Matters Capital Llc | 28 371 | 0,00 | 2 075 | 2,42 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 42 | 3 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 3 193 | 0,13 | 234 | 2,64 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 297 219 | -42,13 | 21 739 | -40,74 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 186 806 | -19,36 | 13 663 | -19,64 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 520 | 0,00 | 38 | 2,70 | ||||
| 2026-05-19 | 13F | JTC Employer Solutions Trusteee Ltd | 13 000 | 0,00 | 1 | |||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 10 960 | 90,87 | 802 | 95,37 | ||||
| 2026-05-15 | 13F | East Coast Asset Management, LLC. | 7 191 | 0,00 | 526 | 2,34 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 91 138 | -4,36 | 7 | 0,00 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 41 | 0,00 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 43 337 | 5,78 | 3 170 | 8,30 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 14 776 | -1,57 | 1 081 | 0,75 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 10 587 | 0,00 | 774 | 2,38 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3 173 | 0,00 | 232 | 2,65 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 13 628 | 0,00 | 997 | 2,36 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 6 671 | -16,25 | 488 | -14,26 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 14 160 | 4 004,35 | 1 036 | 4 212,50 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 49 521 | -0,76 | 3 622 | 1,63 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 11 552 | 154,90 | 845 | 161,30 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 4 275 | -7,15 | 316 | -3,66 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 665 | 0,15 | 49 | 2,13 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 8 685 | -98,99 | 635 | -98,97 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 115 | 8 | ||||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 2 874 | 210 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 4 816 | 0,00 | 352 | 2,62 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 3 050 | 0,00 | 223 | 2,76 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 6 373 | 0,00 | 466 | 2,42 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 4 364 | 0,51 | 319 | 2,90 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 8 337 | -4,69 | 610 | -2,40 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 727 | 0,28 | 53 | 3,92 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 6 025 | 0,00 | 441 | 2,33 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15 527 | 6,02 | 1 136 | 6,57 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 15 518 | 0,00 | 1 135 | 2,35 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 5 031 | -9,74 | 368 | -7,79 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 6 368 | -64,42 | 466 | -63,62 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4 990 | -27,32 | 365 | -25,51 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 11 773 | 0,42 | 861 | 2,87 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 7 612 | -9,89 | 557 | -7,79 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 856 | 0,00 | 136 | 2,27 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 37 002 | 3,35 | 2 706 | 5,83 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 36 266 | -7,57 | 2 653 | -5,25 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 173 | 13 | ||||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 12 558 | 0,00 | 919 | 2,46 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 7 630 | 0,00 | 545 | -2,86 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 6 705 | -1,92 | 490 | 0,41 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 18 918 | 0,08 | 1 384 | 2,52 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 126 | -50,00 | 9 | -47,06 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 871 322 | 7,05 | 356 289 | 9,62 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 39 669 | -0,55 | 2 901 | 1,86 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 9 335 | -3,67 | 683 | -1,45 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 12 253 | 10,04 | 896 | 12,70 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 20 276 | -4,10 | 1 483 | -1,79 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 3 670 | 0,27 | 274 | 2,63 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 923 | 68 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 836 | 61 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 7 845 | -0,27 | 560 | -3,11 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 3 422 | -79,98 | 244 | -80,57 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 8 079 | 0,00 | 591 | 2,25 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 1 900 | 0,00 | 139 | 2,22 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 3 604 | -65,36 | 264 | -64,60 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 42 099 | -0,48 | 3 079 | 1,92 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 90 751 | 12,46 | 7 | 20,00 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 5 533 | 0,00 | 405 | 2,28 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 14 140 | 0,01 | 1 034 | 2,48 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 3 449 | 0,32 | 252 | 2,86 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 3 297 | -7,00 | 241 | -4,74 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 11 156 | 6,96 | 816 | 9,54 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7 404 | 1,08 | 1 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 63 687 | -0,85 | 4 658 | 1,55 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 26 423 | 530,77 | 1 923 | 538,87 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 18 | 0,00 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 2 982 | 0,00 | 218 | 2,83 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 541 | 0,00 | 40 | 2,63 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 030 571 | -6,75 | 221 656 | -4,50 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 5 947 | -1,73 | 435 | 0,46 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 1 195 950 | -10,93 | 87 472 | -8,79 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 133 188 | -3,01 | 9 741 | -0,67 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 642 | 0,31 | 47 | 2,22 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 48 734 | 0,44 | 3 564 | 2,86 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 359 302 | 14,80 | 26 150 | 16,99 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 3 525 | 1,03 | 258 | 3,21 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 34 742 | 0,25 | 2 541 | 2,67 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 32 533 | -30,36 | 2 380 | -28,69 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3 771 | -14,08 | 276 | -12,14 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 9 549 | 0,00 | 698 | 2,50 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 4 855 | 0,94 | 355 | 3,50 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 49 | 0,00 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 74 675 | 6,66 | 5 462 | 9,22 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 4 948 | 0,00 | 362 | 2,27 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 4 762 | -48,80 | 348 | -47,59 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1 787 | 0,00 | 131 | 2,36 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 18 380 | 0,74 | 1 344 | 3,15 | ||||
| 2026-01-14 | 13F | Yarbrough Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 6 886 | -2,35 | 504 | 0,00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 8 068 | 64,45 | 590 | 68,57 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 46 175 | -1,31 | 3 377 | 1,08 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 11 299 | 0,88 | 826 | 3,38 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 12 539 | -2,15 | 917 | 0,22 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 8 235 | -8,82 | 602 | -6,67 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 13 178 | 130,14 | 964 | 136,03 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 3 220 | -0,16 | 236 | 2,17 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 3 875 | 283 | ||||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 10 433 | -2,76 | 763 | -0,39 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2 181 | 0,00 | 160 | 2,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 3 000 | -71,96 | 219 | -71,34 | |||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 19 964 | -3,39 | 1 460 | -1,02 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 1 461 | 0,00 | 107 | 1,92 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 21 691 | 153,46 | 1 587 | 159,57 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 15 735 | -12,29 | 1 124 | -14,80 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 19 072 | -51,60 | 1 395 | -50,46 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 37 098 | 33,23 | 2 650 | 29,47 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4 674 | 2,41 | 342 | 4,92 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 42 366 | 4,23 | 3 099 | 6,75 | ||||
| 2026-01-07 | 13F | Bay Rivers Group | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 222 | 16 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3 802 | 21,86 | 278 | 25,23 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2 863 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 28 918 | -3,02 | 2 115 | -0,66 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6 142 652 | -7,20 | 449 274 | -4,97 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1 401 | -94,61 | 102 | -94,50 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 151 | 11 | ||||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 5 057 | -1,58 | 370 | 0,82 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 339 | 25 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 59 | 0,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 44 174 | -3,91 | 3 231 | -1,61 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 10 040 | -2,84 | 731 | -1,08 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 40 830 | -11,36 | 2 986 | -9,21 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 19 474 | 5,85 | 1 424 | 8,45 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 4 357 | 0,16 | 319 | 2,58 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4 097 | 14,96 | 300 | 2,40 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 64 730 | -1,75 | 4 734 | 0,62 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 3 685 | 0,00 | 270 | 2,28 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 35 172 | 560,38 | 2 572 | 576,84 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 880 | 0,00 | 64 | 3,23 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 4 668 | 0,00 | 348 | 4,50 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 4 837 | 361 | ||||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 5 721 | 0,00 | 418 | 2,45 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 3 066 | 0,00 | 223 | -3,06 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 4 417 | -10,26 | 323 | -7,98 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 5 235 | 0,00 | 383 | 2,41 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 13 782 | -12,22 | 1 008 | -10,17 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 591 | -0,13 | 116 | 2,65 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Avant Capital LLC | 31 275 | -3,56 | 2 287 | -1,25 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 11 400 | 0,00 | 843 | 3,19 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 16 021 | -9,03 | 1 172 | -6,84 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 35 898 | 2 619 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 118 203 | -2,59 | 8 645 | -0,24 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 13 038 | 40,62 | 954 | 43,96 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 6 493 | -1,53 | 475 | 0,85 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 13 167 | 4,79 | 957 | 5,75 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 290 | 0,00 | 21 | 5,00 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 6 547 | 0,00 | 479 | 2,36 | ||||
| 2026-04-29 | 13F | AG Asset Advisory, LLC | 14 037 | 0,00 | 1 027 | 2,40 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 15 318 | 0,01 | 1 120 | 2,47 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 3 534 | 0,54 | 260 | -0,38 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 10 159 | -6,33 | 743 | -4,01 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 300 | 0,00 | 22 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 8 273 | 2,55 | 605 | 5,03 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 7 928 | 0,46 | 580 | 2,84 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7 170 | -16,50 | 524 | -14,52 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 210 | 0,00 | 15 | 7,14 | ||||
| 2026-04-21 | 13F | Creekside Partners | 6 642 | 0,00 | 486 | 2,32 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 10 122 | 0,00 | 740 | 2,49 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 2 738 | 200 | ||||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 8 086 | 0,52 | 591 | 2,96 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 5 621 | 0,00 | 411 | 2,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6 967 | 0,88 | 510 | 3,25 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 14 868 | 119,42 | 1 087 | 125,05 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 484 047 | -6,38 | 108 544 | -4,13 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5 062 | 370 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 354 | -4,51 | 99 | -1,98 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 0 | -100,00 | 0 | |||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 12 136 | -0,75 | 877 | 0,34 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 4 383 | 0,00 | 313 | 0,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 97 563 | 206,17 | 7 136 | 213,63 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 16 329 | -0,06 | 1 194 | 2,40 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 135 924 | -2,19 | 9 942 | 0,17 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 4 876 | 0,00 | 357 | 2,30 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 901 | 0,11 | 66 | 1,56 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 63 911 | -4,51 | 4 674 | -2,22 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 3 227 | 413,04 | 236 | 434,09 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 20 934 | -8,08 | 1 531 | -5,84 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 43 221 | -20,27 | 3 161 | -18,34 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Orca Investment Management, LLC | 12 918 | 0,00 | 945 | 2,39 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12 102 | 0,00 | 885 | 2,43 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 23 958 | 162,01 | 1 752 | 168,30 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 10 640 | 8,24 | 778 | 10,83 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 3 151 | 0,00 | 230 | 2,68 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 6 864 | -2,72 | 502 | -0,20 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11 743 | 43,52 | 859 | 46,92 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 12 608 | 0,01 | 922 | 2,44 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 260 712 | -3,42 | 18 620 | -6,13 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 3 718 | -50,21 | 272 | -49,16 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 12 468 | 912 | ||||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 81 898 | -2,23 | 5 990 | 0,12 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 49 163 | -12,46 | 3 596 | -10,35 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 140 | 0,00 | 10 | 11,11 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 106 996 | -4,34 | 7 826 | -2,04 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 319 953 | -24,59 | 23 401 | -22,77 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8 610 | -3,33 | 631 | -0,79 | ||||
| 2026-05-15 | 13F | Quantitative Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 4 305 | 0,00 | 315 | 2,28 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 23 955 | -10,06 | 1 752 | -7,89 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 501 | -91,92 | 0 | |||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 348 | 10,51 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 6 775 | 0,00 | 496 | 2,48 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 4 396 | 0,09 | 322 | 2,56 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 32 600 | 2,31 | 2 409 | 0,63 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 17 258 | 0,42 | 1 262 | 2,85 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 12 856 | 0,22 | 940 | 2,62 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 6 900 | 0,12 | 505 | 2,44 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 2 898 | 212 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20 730 | 0,22 | 1 516 | 2,64 | ||||
| 2026-05-04 | 13F | Headland Capital, LLC | 5 258 | -17,73 | 385 | -15,79 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 38 648 | -5,01 | 2 827 | -2,72 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 31 163 | -5,94 | 2 279 | -3,68 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 3 975 | -12,54 | 284 | -15,27 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 24 295 | 0,07 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | 6 560 | -14,02 | 469 | -16,43 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 2 457 | 0 | ||||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 46 346 | 19,43 | 3 390 | 22,30 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 107 139 | -3,05 | 7 836 | -0,71 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 4 055 | 0,12 | 297 | 2,42 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 157 085 | -3,61 | 11 489 | -1,29 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 137 | 10 | ||||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 12 766 | 0,00 | 934 | 2,41 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 4 731 | 0,00 | 346 | 2,67 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 3 399 | 246 | ||||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 3 462 | 0,00 | 253 | 2,43 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 35 380 | 2 588 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3 418 | -5,63 | 250 | -3,49 | ||||
| 2026-04-21 | 13F | SWS Partners | 2 743 | 201 | ||||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 10 175 | 0,00 | 744 | 2,48 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 500 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3 822 | -12,58 | 280 | -10,00 | ||||
| 2026-05-15 | 13F | Verition Fund Management LLC | 20 000 | -46,01 | 1 463 | -31,75 | ||||
| 2026-02-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 586 943 | 11,41 | 42 935 | 14,09 | ||||
| 2026-02-17 | 13F | Capital Fund Management S.a. | Call | 0 | -100,00 | 0 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 9 474 | 693 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 6 575 | 0,00 | 481 | 2,35 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 3 467 | 6,61 | 254 | 9,05 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 92 | 7 | ||||||
| 2026-05-15 | 13F | DV Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 245 526 | -54,22 | 17 537 | -54,22 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 13 639 | 0,33 | 998 | 2,78 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 10 134 | 0,20 | 741 | 2,63 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 3 612 | 0,00 | 264 | 2,72 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 11 581 | -28,59 | 847 | -26,86 | ||||
| 2026-05-15 | 13F | Massar Capital Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4 476 | 327 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9 773 | -1,23 | 715 | 1,13 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 3 323 | 0,00 | 243 | 2,53 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Lake Hills Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 3 415 | -39,25 | 249 | -38,61 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 18 095 | 0,29 | 1 323 | 2,72 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 3 253 | 1,85 | 238 | 3,95 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 100 | 0,00 | 7 | 0,00 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 7 481 | 1,03 | 547 | 3,60 | ||||
| 2026-05-06 | 13F | Terril Brothers, Inc. | 22 084 | 0,00 | 1 615 | 2,41 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 13 080 | -4,86 | 957 | -2,55 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 6 666 | -5,73 | 488 | -3,56 | ||||
| 2026-04-07 | 13F | Financially Speaking Inc | 826 | 0,00 | 60 | 3,45 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3 805 | 0,00 | 278 | 2,58 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 66 627 | -5,68 | 4 758 | -8,32 | ||||
| 2026-04-08 | 13F | Tlwm | 4 691 | -20,07 | 343 | -18,14 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 3 500 | 0,00 | 256 | 2,41 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 13 992 | -5,18 | 1 023 | -2,85 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 143 832 | -0,82 | 10 520 | 1,56 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 36 539 | 9,07 | 2 672 | 11,71 | ||||
| 2026-02-17 | 13F | Adage Capital Partners Gp, L.l.c. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 061 | -13,15 | 151 | -11,24 | ||||
| 2026-01-29 | 13F | Comerica Bank | 34 457 | 61,94 | 2 461 | 57,39 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 7 473 | 6,80 | 547 | 9,42 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 69 436 | 5 079 | ||||||
| 2026-04-21 | 13F | WT Wealth Management | 39 946 | 9,50 | 2 922 | 12,13 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 3 251 | -8,86 | 240 | -5,51 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1 230 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 646 | -65,75 | 47 | -64,93 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 274 963 | -14,31 | 20 111 | -12,25 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 3 744 | 15,09 | 274 | 18,10 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 335 | 25 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 6 330 | -1,60 | 463 | 0,87 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 180 | 13 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 274 758 | -13,23 | 20 096 | -11,14 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 101 591 | -1,47 | 7 430 | 0,90 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 6 245 | 0,00 | 457 | 2,24 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3 859 | 1,02 | 282 | 3,68 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 10 423 | 0,00 | 762 | 2,42 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Dagco, Inc. | 1 800 | 0,00 | 132 | 2,34 | ||||
| 2026-04-21 | 13F | Maseco Llp | 775 | 0,00 | 57 | 1,82 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 11 556 | 0,13 | 845 | 2,55 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 55 | 0,00 | 4 | 33,33 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 3 556 | 22,16 | 260 | 25,60 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 7 579 | -0,45 | 554 | 2,03 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 10 120 | 0,00 | 746 | 3,19 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 6 829 | -58,39 | 500 | -57,42 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 156 789 | -9,21 | 11 | -8,33 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4 093 | -2,89 | 299 | -1,32 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 794 722 | 45,76 | 131 356 | 49,37 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 933 | -68,97 | 454 | 111,68 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 116 865 | 8 548 | ||||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 29 773 | 3,45 | 2 178 | 5,94 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 33 230 | 0,87 | 2 430 | 3,32 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 950 | 0 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 151 568 | -68,18 | 11 086 | -67,42 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2 162 | -8,04 | 158 | -5,39 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 4 380 | 0,00 | 321 | -2,74 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 10 370 | 0,00 | 758 | 2,43 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Genworth Financial Inc | 476 493 | 0,56 | 34 851 | 2,98 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 36 812 | 1,57 | 2 629 | -1,28 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 605 141 | 2,64 | 44 260 | 5,12 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 232 | 17 | ||||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 4 741 | 0,55 | 338 | -2,03 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 2 154 | 0,00 | 158 | 2,61 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 48 | 0,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 8 636 | 90,81 | 632 | 95,36 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 201 279 | -11,68 | 14 722 | -9,55 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 2 106 | 0,00 | 154 | 2,67 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 162 048 | -2,59 | 11 852 | -0,24 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 649 | 0,00 | 46 | -2,13 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3 575 | 0,00 | 262 | 2,35 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 6 863 | -2,14 | 502 | 0,20 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 12 306 | -1,39 | 900 | 1,01 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 11 169 | 0,00 | 817 | 2,38 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 6 593 | 0,52 | 482 | 2,99 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 21 772 | -6,50 | 1 592 | -4,27 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 64 | 0,00 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 410 265 | 0,02 | 30 007 | 2,43 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 3 378 | -2,09 | 247 | 0,41 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16 761 | 77,84 | 1 226 | 82,02 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 983 247 | -23,11 | 71 915 | -21,25 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3 775 | -13,18 | 276 | -10,97 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1 350 | 0,00 | 99 | 2,08 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 5 031 | 2,88 | 368 | 5,16 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 4 269 | -2,27 | 312 | 0,32 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 14 649 | 0,01 | 1 071 | 2,39 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 34 423 | -12,53 | 2 518 | -10,43 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 11 351 | 0,00 | 830 | 2,47 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 18 774 | -6,41 | 1 373 | -4,12 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 2 018 | 0,00 | 148 | 2,08 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 5 042 | 0,34 | 369 | 2,79 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 3 916 | 0,00 | 286 | 2,51 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 3 067 | 0,00 | 224 | 2,28 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 12 646 | 8,13 | 925 | 10,66 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 5 709 | 418 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 11 267 | -9,27 | 824 | -7,00 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 146 450 | 938,28 | 10 711 | 963,65 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 77 018 | -8,57 | 5 633 | 21,66 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 4 799 | 0,00 | 351 | 2,34 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 81 641 | 5 971 | ||||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 19 778 | -0,18 | 1 447 | 2,19 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 68 812 | 347,15 | 5 | 400,00 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 54 779 | 7,72 | 4 007 | 10,33 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 67 700 | 126,42 | 4 952 | 131,90 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8 274 | -29,26 | 605 | -27,54 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1 020 | 0,00 | 75 | 2,78 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 3 920 | 287 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 10 100 | -77,25 | 739 | -76,73 | |||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 12 635 | 0,00 | 924 | 2,44 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 4 245 | 0,00 | 310 | 2,31 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6 929 | 3,22 | 507 | 5,64 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 7 806 | 2,63 | 571 | 4,97 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 169 | 0,00 | 12 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 39 842 | 585,16 | 2 914 | 602,17 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 12 486 | -3,31 | 915 | -0,76 | ||||
| 2026-01-16 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cartenna Capital, LP | 0 | -100,00 | 0 | |||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1 211 | 101,83 | 86 | 132,43 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2 792 | 204 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 690 | -6,38 | 50 | -3,85 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 23 956 | 5,16 | 1 752 | 7,75 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 22 062 | -5,79 | 1 614 | -3,53 |
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