Podstawowe statystyki
| Właściciele instytucjonalni | 399 total, 397 long only, 0 short only, 2 long/short - change of 6,88% MRQ |
| Średnia alokacja portfela | 0.3740 % - change of 9,61% MRQ |
| Akcje instytucjonalne (długie) | 6 177 982 (ex 13D/G) - change of 0,16MM shares 2,31% MRQ |
| Wartość instytucjonalna (długa) | $ 1 251 001 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Vanguard World Fund - Vanguard Materials ETF (MX:VAW) posiada 399 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 6,177,982 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, Beacon Capital Management, Inc., Empower Advisory Group, LLC, LPL Financial LLC, Morgan Stanley, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Raymond James Financial Inc, Green Harvest Asset Management LLC, and Cetera Investment Advisers .
Vanguard World Fund - Vanguard Materials ETF (BMV:VAW) 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
aby odblokować dane premium i eksportować do Excela 
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-23 | 13F | Avion Wealth | 52 | 0,00 | 0 | |||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 224 | 0,00 | 46 | 2,22 | ||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 25 498 | -30,29 | 5 292 | -29,37 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 6 292 | 0,32 | 1 306 | 1,56 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 6 045 | -0,76 | 1 255 | 0,56 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 173 | -9,95 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 1 235 | 0,00 | 256 | 1,19 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 37 207 | -4,31 | 7 722 | -3,05 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 4 258 | 1 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 3 494 | -5,00 | 725 | -3,72 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2 536 | 1,04 | 526 | 2,33 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 2 968 | -5,36 | 616 | -4,21 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 3 165 | 657 | ||||||
| 2026-01-15 | 13F | Founders Capital Management | 12 | 0,00 | 2 | 0,00 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 20 060 | -3,54 | 4 163 | -2,28 | ||||
| 2026-01-23 | 13F | Axiom Financial Strategies, LLC | 5 848 | -1,18 | 1 214 | 0,08 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 1 700 | 29,67 | 353 | 31,34 | ||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 2 806 | 0,21 | 582 | 1,57 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 14 775 | 50,80 | 3 067 | 52,77 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 1 739 | 0,58 | 361 | 1,69 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Guardian Wealth Management, LLC | 26 047 | 5 406 | ||||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 2 563 | 0,00 | 532 | 1,14 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 54 | 0,00 | 11 | 0,00 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 3 334 | 3,09 | 692 | 4,53 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 10 659 | 5,32 | 2 212 | 6,71 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 97 537 | 16,24 | 20 244 | 17,75 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 85 | 0,00 | 18 | 0,00 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 2 286 | 0,00 | 475 | 1,28 | ||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 1 658 | 1,04 | 344 | 2,38 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concord Wealth Partners | 185 | 0,00 | 38 | 2,70 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 121 618 | 5,08 | 25 242 | 6,45 | ||||
| 2026-01-22 | 13F | Bnc Wealth Management, Llc | 1 062 | 0,00 | 220 | 1,38 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 6 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 6 477 | 0,57 | 1 344 | 1,90 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 1 961 | -2,00 | 407 | -0,49 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 1 193 | 0,00 | 248 | -0,40 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 1 967 | -4,42 | 408 | -3,09 | ||||
| 2026-01-26 | 13F | RBA Wealth Management, LLC | 1 187 | 3,85 | 246 | 5,13 | ||||
| 2026-01-15 | 13F | Trust Co | 18 | 4 | ||||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 1 809 | 0,39 | 376 | 1,63 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 218 | 0,00 | 45 | 2,27 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 65 | 0,00 | 13 | 0,00 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 204 | 0,00 | 42 | 2,44 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 8 292 | -3,47 | 1 721 | -2,16 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 14 302 | 1,20 | 3 142 | 8,91 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 17 107 | -12,02 | 3 505 | -7,50 | ||||
| 2026-01-16 | 13F | Dorato Capital Management | 4 243 | 953 | ||||||
| 2026-01-23 | 13F | First PREMIER Bank | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 254 | 53 | ||||||
| 2026-01-14 | 13F | Pathway Financial Advisors LLC | 7 240 | 0,00 | 1 582 | 6,61 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 2 010 | 27,78 | 417 | 29,50 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 6 | 1 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 369 | 846,15 | 83 | 1 071,43 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 1 006 | 209 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 14 987 | -7,09 | 3 110 | -5,84 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 500 | 0,00 | 104 | 0,98 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 89 | 0,00 | 18 | 0,00 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 5 | 1 | ||||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 1 | -50,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 5 218 | 0,02 | 1 083 | 1,31 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 2 146 | -6,94 | 445 | -5,72 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 13 660 | 4,57 | 2 843 | 6,00 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 42 | 0,00 | 9 | 0,00 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 4 308 | 0,00 | 894 | 1,36 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 1 818 | 0 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 113 | -58,61 | 23 | -58,18 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 1 100 | 0,00 | 228 | 1,33 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 3 669 | 5,04 | 761 | 6,43 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 46 | 155,56 | 10 | 200,00 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 6 202 | -0,64 | 1 287 | 0,70 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 6 | 1 | ||||||
| 2026-01-26 | 13F | Trinity Legacy Partners, LLC | 2 849 | 1,21 | 591 | 7,65 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 2 033 | -0,88 | 422 | 0,24 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 14 | 0,00 | 3 | 0,00 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 1 019 | 211 | ||||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 30 675 | 21,56 | 6 367 | 23,16 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 2 319 | -0,13 | 481 | 1,26 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 19 481 | -19,65 | 4 043 | -18,59 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 2 338 | -2,09 | 485 | -0,82 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 437 | -4,59 | 91 | 4,65 | ||||
| 2026-02-17 | 13F | Fmr Llc | 6 685 | 23,02 | 1 388 | 24,62 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1 486 | -13,25 | 308 | -11,49 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1 193 | 12,65 | 248 | 14,35 | ||||
| 2026-01-05 | 13F | Union Bancaire Privee, UBP SA | 1 000 | 0,00 | 178 | 3,49 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 1 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 20 | -99,75 | 4 | -99,76 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 29 | 0,00 | 6 | 20,00 | ||||
| 2026-01-27 | 13F | Silver Coast Investments LLC | 16 557 | 0,73 | 3 436 | 2,05 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 56 252 | -2,11 | 11 675 | -0,82 | ||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 1 874 | -8,45 | 389 | -7,16 | ||||
| 2026-02-12 | 13F | Richmond Brothers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Northstar Asset Management Llc | 1 185 | 0,00 | 246 | 1,24 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 1 025 | 0,00 | 213 | 1,44 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 47 | 10 | ||||||
| 2026-02-13 | 13F | Progressive Investment Management Corp | 700 | 0,00 | 145 | 1,40 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 1 582 | -3,18 | 328 | -1,80 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 3 259 | 6,33 | 676 | 7,81 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 489 | 0,62 | 101 | 2,02 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 163 | -5,23 | 34 | -5,71 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 520 | 0,19 | 108 | 0,94 | ||||
| 2026-01-22 | 13F | City Holding Co | 863 | 179 | ||||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 2 193 | -5,19 | 455 | -3,81 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 19 300 | 5,61 | 4 006 | 7,00 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 1 766 | -7,00 | 367 | -5,91 | ||||
| 2026-01-15 | 13F | Polianta Ltd | 44 400 | 9 | ||||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 341 | 95,98 | 71 | 100,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 7 177 | 0,22 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 7 874 | 0,31 | 1 634 | 1,62 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 2 344 | 2,99 | 0 | |||||
| 2026-01-02 | 13F | Boltwood Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 111 | 15,62 | 23 | 21,05 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 24 667 | -5,77 | 5 120 | 102 280,00 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 14 190 | -0,13 | 2 945 | 1,20 | ||||
| 2026-01-16 | 13F | Stephen J. Garry & Associates, Llc | 2 686 | -1,10 | 558 | 0,18 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 40 | 0,00 | 8 | 0,00 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 293 | 2 341,67 | 61 | 2 900,00 | ||||
| 2026-01-06 | 13F | Collective Family Office Llc | 1 295 | -10,13 | 269 | -9,15 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 2 251 | 3,68 | 467 | 5,18 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 536 | 0,00 | 111 | 1,83 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 29 193 | 26,98 | 6 059 | 28,67 | ||||
| 2026-02-04 | 13F | Shade Tree Advisors LLC | 1 059 | 220 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 4 063 | 13,65 | 843 | 15,16 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 5 997 | -3,18 | 1 245 | -1,89 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 19 614 | -8,87 | 4 071 | -7,67 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 1 785 | 21,10 | 370 | 22,92 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 105 | 22 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4 492 | -2,60 | 932 | -1,27 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 1 112 | 1,37 | 231 | 2,68 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 149 | -25,50 | 31 | -25,00 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 2 324 | -0,21 | 482 | 1,05 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 393 | 0,00 | 82 | 1,25 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 18 302 | -1,71 | 4 | 0,00 | ||||
| 2026-02-03 | 13F | Christine Messmer Pc | 2 103 | 437 | ||||||
| 2026-02-17 | 13F | Creative Planning | 25 616 | -1,58 | 5 317 | -0,28 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 24 | 5 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 437 | 0,00 | 90 | 4,71 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 28 | 0,00 | 6 | 0,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 28 | 154,55 | 6 | 150,00 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 1 447 | -0,28 | 300 | 1,01 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 2 206 | 12,04 | 458 | 13,40 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 8 019 | 14,17 | 1 664 | 15,72 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 325 | 0,00 | 67 | 1,52 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 1 315 | 0,00 | 273 | 1,12 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 5 233 | -4,72 | 1 086 | -3,47 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 1 560 | 0,13 | 324 | 1,25 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 3 997 | 0,03 | 830 | 1,34 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 25 | 5 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co | 2 744 | 0,07 | 599 | 6,39 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 35 | 0,00 | 7 | 0,00 | ||||
| 2025-10-06 | 13F | NWF Advisory Services Inc. | 7 194 | 1 521 | ||||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 245 | 0,00 | 51 | 0,00 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 25 | 0,00 | 5 | 0,00 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 602 | 0,00 | 125 | 0,81 | ||||
| 2026-01-12 | 13F | Farrell Financial LLC | 7 282 | 8,51 | 1 511 | 9,97 | ||||
| 2026-01-14 | 13F | Woodward Diversified Capital, Llc | 5 163 | 1,18 | 1 072 | 2,49 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 986 | 0,00 | 205 | 1,49 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 3 210 | 13,27 | 666 | 14,83 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 125 | 0,00 | 26 | 0,00 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 22 954 | 0,22 | 4 764 | 1,53 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 23 534 | -3,35 | 5 | 0,00 | ||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 1 261 | 0,32 | 262 | 1,56 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 12 793 | 0,57 | 2 655 | 1,92 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 25 702 | 610,20 | 5 335 | 619,84 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 3 372 | 0,00 | 700 | 1,30 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2 738 | 568 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 239 852 | -3,13 | 49 781 | -1,86 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 334 | 0,00 | 69 | 1,47 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 146 | 30 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 4 945 | 15,89 | 1 026 | 17,39 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 1 905 | 0,90 | 395 | 2,33 | ||||
| 2026-01-22 | 13F | Maseco Llp | 6 | 1 | ||||||
| 2026-01-13 | 13F | Olistico Wealth, LLC | 73 | 15 | ||||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 202 | 0,00 | 42 | 0,00 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 2 520 | 8,43 | 523 | 9,66 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Csenge Advisory Group | 1 162 | 0,96 | 241 | 2,55 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 13 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 465 | -16,06 | 96 | -15,04 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 1 100 | 228 | |||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 2 606 | 4,57 | 541 | 5,88 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 1 600 | 33,33 | 332 | 35,51 | |||
| 2026-02-09 | 13F | Key FInancial Inc | 361 | 0,00 | 75 | 1,37 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 1 821 | 11,79 | 382 | 15,45 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 120 | 25 | ||||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 24 | 0,00 | 5 | 0,00 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 10 225 | -0,21 | 2 122 | 1,10 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 13 | 3 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 400 | 0,00 | 83 | 2,47 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 2 977 | 0,44 | 618 | 1,65 | ||||
| 2025-10-31 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 9 524 | 0,39 | 1 977 | 1,70 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 295 587 | 2,48 | 61 349 | 3,82 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 175 | -9,79 | 36 | -7,69 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 117 | 0,00 | 26 | 4,17 | ||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 42 | 0,00 | 9 | 0,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 2 133 | 443 | ||||||
| 2026-02-06 | 13F | Wolff Financial Management Llc | 4 151 | 0,05 | 862 | 1,41 | ||||
| 2026-01-26 | 13F | Prairiewood Capital, LLC | 9 547 | 0,00 | 1 981 | 1,33 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Ameliora Wealth Management Ltd. | 51 | 0,00 | 11 | 0,00 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 1 282 | 842,65 | 266 | 1 800,00 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 4 968 | -0,40 | 1 031 | 0,98 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 3 971 | -0,10 | 850 | 4,69 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 1 120 | -29,02 | 232 | -28,17 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 581 | 121 | ||||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 1 810 | 8,77 | 376 | 10,29 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 3 846 | 0,00 | 798 | 1,40 | ||||
| 2026-01-26 | 13F | McGuire Investment Group, LLC | 1 048 | -1,23 | 218 | 0,00 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 2 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 5 494 | 4,71 | 1 140 | 6,15 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1 700 | -1,56 | 353 | -0,28 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 5 001 | 2,69 | 1 038 | 5,17 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 1 026 | -0,29 | 213 | 0,95 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 1 031 | 3,10 | 214 | 4,41 | ||||
| 2026-02-05 | 13F | Simmons Bank | 1 228 | 0,00 | 255 | 1,20 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 22 404 | 3,34 | 4 650 | 4,71 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 11 | 2 | ||||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 162 844 | 11,02 | 33 798 | 12,48 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 1 098 | 0,27 | 228 | 1,34 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 27 924 | 0,00 | 5 796 | 1,31 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 71 | 15 | ||||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 5 | 1 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 120 | 0,00 | 25 | 0,00 | ||||
| 2025-11-05 | 13F | Checchi Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 299 | 1,01 | 46 | 2,22 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 2 895 | 33,53 | 601 | 35,97 | ||||
| 2026-03-05 | 13F | Bayban | 102 | 21 | ||||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 25 | 0,00 | 5 | 0,00 | ||||
| 2026-01-27 | 13F | Smith, Salley & Associates | 1 000 | 0,00 | 208 | 1,47 | ||||
| 2026-02-02 | 13F | Gibraltar Capital Management, Inc. | 16 217 | 3,68 | 3 366 | 5,02 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 11 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 240 575 | -18,61 | 49 932 | -17,54 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 125 | 0,00 | 26 | 0,00 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 1 700 | 0,00 | 353 | 1,15 | ||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 1 758 | -3,83 | 365 | -2,67 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 2 821 | 35,17 | 585 | 37,00 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 24 437 | 59,20 | 5 072 | 61,27 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 130 | 333,33 | 27 | 333,33 | ||||
| 2026-01-14 | 13F | Praetorian Wealth Management, Inc. | 2 338 | -0,04 | 485 | 1,25 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 3 831 | -18,16 | 795 | -17,01 | ||||
| 2026-01-20 | 13F | eCIO, Inc. | 45 | 9 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 69 327 | -2,03 | 14 336 | -1,11 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 106 700 | 7 904,50 | 22 146 | 8 011,72 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 6 | 1 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 1 020 | 2,00 | 212 | 3,43 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 5 360 | 25,06 | 1 112 | 26,65 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 8 843 | 1,94 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 3 620 | 11,38 | 751 | 12,93 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 11 | 2 | ||||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 1 991 | 0,50 | 413 | 1,98 | ||||
| 2026-02-09 | 13F | North Forty Two & Co. | 2 400 | -5,88 | 498 | -4,60 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 300 | 0 | ||||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 5 614 | 5,92 | 1 165 | 7,37 | ||||
| 2026-01-22 | 13F | Yoder Wealth Management, Inc. | 1 935 | -9,07 | 402 | -7,82 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Bonfire Financial | 5 415 | 2,67 | 1 124 | 3,98 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 1 377 | -0,58 | 286 | 0,71 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 43 884 | 2,97 | 9 108 | 4,16 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 1 255 | -6,97 | 261 | -5,80 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 386 | 0,52 | 80 | 2,56 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 1 077 | 0,00 | 224 | 1,36 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 12 673 | 4,64 | 2 630 | 6,01 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 515 | 0,00 | 107 | 0,95 | ||||
| 2026-02-10 | 13F | Swisher Financial Concepts, Inc. | 1 045 | -1,60 | 217 | -0,46 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1 404 868 | -0,87 | 291 580 | 0,43 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 4 128 | 0,00 | 857 | 1,30 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 10 350 | -0,03 | 2 148 | 1,32 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 1 605 | -1,23 | 333 | 0,30 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 5 297 | 0,00 | 1 099 | 1,29 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 4 244 | 0,95 | 881 | 2,21 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 3 214 | 6,64 | 667 | 8,10 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1 811 | 1,74 | 376 | 3,02 | ||||
| 2025-10-28 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 14 860 | 0,50 | 3 084 | 1,85 | ||||
| 2026-01-27 | 13F | MontVue Capital Management, Inc. | 1 557 | 0,00 | 323 | 1,57 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 853 | 177 | ||||||
| 2026-02-17 | 13F | Vista Investment Management | 6 889 | -3,50 | 1 430 | -2,26 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 1 144 | 1,87 | 238 | 3,04 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 7 586 | -39,17 | 1 574 | -38,37 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 3 211 | 0,22 | 666 | 1,52 | ||||
| 2026-01-30 | 13F | Narwhal Capital Management | 1 414 | -6,91 | 293 | -5,79 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 131 | 0,00 | 27 | 3,85 | ||||
| 2025-11-12 | 13F | Tumwater Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Monetary Management Group Inc | 45 | 9 | ||||||
| 2026-01-26 | 13F | PFG Investments, LLC | 979 | 0,10 | 203 | 1,50 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 25 838 | 5 | ||||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 1 291 | 2,06 | 268 | 3,09 | ||||
| 2026-01-22 | 13F | Curran Financial Partners, LLC | 4 317 | -2,62 | 896 | -1,43 | ||||
| 2026-02-18 | 13F | Sierra Capital LLC | 10 398 | 0,00 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | PFG Advisors | 1 218 | -6,16 | 253 | -4,91 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 28 431 | 11,49 | 5 901 | 12,96 | ||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 1 852 | 1,48 | 384 | 2,95 | ||||
| 2026-01-13 | 13F | First Financial Corp /in/ | 3 300 | 9,34 | 685 | 10,68 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 511 | 0,00 | 106 | 1,92 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 24 | 5 | ||||||
| 2025-11-07 | 13F | Smithfield Trust Co | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Sage Capital Management, LLC | 3 767 | -6,36 | 783 | -5,10 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 7 | 1 | ||||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 25 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 3 930 | -1,50 | 816 | -0,24 | ||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 9 918 | 0,23 | 2 058 | 1,53 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 49 | 0,00 | 10 | 0,00 | ||||
| 2026-02-04 | 13F | ESG Planning | 4 830 | 18,24 | 1 002 | 19,86 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 1 526 | 1 326,17 | 317 | 1 404,76 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 12 900 | 1,78 | 2 677 | 3,12 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 1 300 | -58,06 | 270 | -57,64 | |||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 69 246 | 566,28 | 14 372 | 575,06 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4 028 | -21,31 | 836 | -20,23 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 301 | 0,00 | 63 | 1,64 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 1 000 | 208 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 2 164 | -0,51 | 449 | 0,90 | ||||
| 2026-01-23 | 13F | Calder Financial LLC | 1 528 | 317 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 45 804 | -1,41 | 9 507 | -0,12 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 167 304 | 3,13 | 34 724 | 4,49 | ||||
| 2025-11-04 | 13F | Wsfs Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ingalls & Snyder Llc | 1 475 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Private Wealth Advisors, LLC | 8 275 | 3,64 | 1 717 | 5,02 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 7 396 | -0,51 | 1 535 | 0,85 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Wedmont Private Capital | 1 460 | 7,99 | 314 | 13,41 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 119 | 0,00 | 25 | 0,00 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 3 336 | 6,79 | 692 | 8,29 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 1 000 | 0,00 | 208 | 1,47 | ||||
| 2026-02-02 | 13F | CX Institutional | 1 721 | -0,64 | 0 | |||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 63 368 | -1,30 | 13 152 | -0,01 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 40 | 8 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 2 557 | -5,26 | 531 | -3,99 | ||||
| 2026-01-09 | 13F | Peterson Wealth Advisors, LLC | 1 618 | 336 | ||||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 4 537 | 942 | ||||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 49 | 0,00 | 10 | 0,00 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 2 802 | 4,32 | 582 | 5,64 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 10 091 | -2,50 | 2 094 | -1,23 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 69 016 | -2,51 | 14 325 | -1,23 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 688 | -0,38 | 766 | 0,92 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1 081 | 0,00 | 224 | 1,36 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 387 117 | 11,23 | 80 346 | 12,69 | ||||
| 2026-01-20 | 13F | Joule Financial, LLC | 3 804 | -3,74 | 790 | -2,47 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 127 | 26 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 14 452 | 2,69 | 3 000 | 4,02 | ||||
| 2026-01-28 | 13F | Builder Investment Group Inc /adv | 4 853 | 0,00 | 1 007 | 1,31 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 104 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 24 015 | -13,39 | 4 964 | -12,62 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 312 | -7,69 | 65 | -7,25 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 212 | 46,21 | 44 | 51,72 | ||||
| 2026-01-28 | 13F | City State Bank | 3 904 | 0,26 | 810 | 1,63 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 240 521 | -11,79 | 49 920 | -10,63 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 16 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 2 176 | -3,63 | 452 | -2,38 | ||||
| 2026-02-14 | 13F | American Trust | 1 003 | 208 | ||||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 1 864 | 0,27 | 387 | 1,58 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 1 373 | -1,44 | 285 | -0,35 | ||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 2 533 | 0,00 | 526 | 1,35 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 868 | 24,00 | 180 | 25,87 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8 720 | -1,60 | 1 810 | -0,33 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 38 | -86,67 | 8 | -87,93 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 1 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 23 | 5 | ||||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 4 985 | -1,09 | 1 035 | 0,19 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 56 | 0,00 | 12 | 0,00 | ||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | 3 459 | 718 | ||||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 36 913 | -0,89 | 7 661 | 0,42 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 7 299 | 1 515 | ||||||
| 2026-01-27 | 13F | Atlantic Edge Private Wealth Management, LLC | 85 | 0,00 | 18 | 0,00 | ||||
| 2026-02-03 | 13F | Lighthouse Financial Services Inc /adv | 23 378 | 4 852 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 154 | 0,00 | 32 | 0,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 3 511 | 726 | ||||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 14 | 0,00 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 275 | 0,00 | 57 | 1,79 | ||||
| 2026-01-22 | 13F | Buska Wealth Management, LLC | 12 502 | -23,66 | 2 595 | -22,66 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 542 | 81,88 | 125 | 0,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 372 | 125,45 | 0 | |||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 10 808 | -6,76 | 2 243 | -5,52 | ||||
| 2026-02-12 | 13F | Advocate Investing Services LLC | 571 | 118 | ||||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 643 | 34,80 | 134 | 37,11 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 47 | 0,00 | 10 | 0,00 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 2 614 | -1,58 | 543 | -0,37 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 17 364 | -1,36 | 3 604 | -0,08 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 152 | 6,29 | 32 | 6,90 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 355 | -65,67 | 74 | -65,40 | ||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 16 708 | -3,02 | 3 468 | -1,76 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 39 441 | -8,92 | 8 197 | -8,34 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 2 158 | -3,40 | 448 | -2,19 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 1 373 | 285 | ||||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 4 302 | -2,89 | 893 | 3,36 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 3 711 | -5,57 | 770 | -4,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6 474 | 0,89 | 1 344 | 2,21 | ||||
| 2026-02-03 | 13F | Bokf, Na | 2 989 | 0,00 | 620 | 1,31 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 287 | 0,00 | 60 | 1,72 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 1 442 | 0,28 | 302 | 2,72 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 32 | -41,82 | 7 | -45,45 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 39 978 | 0,26 | 8 298 | 1,58 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 5 174 | 0,41 | 1 122 | 7,58 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 339 | 70 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 5 088 | 10,08 | 1 056 | 11,63 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 551 | 8,04 | 0 | |||||
| 2026-01-28 | 13F | Dentgroup LLC | 2 993 | -0,13 | 621 | 1,14 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 1 706 | -1,10 | 354 | 0,28 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 391 | 2,09 | 81 | 3,85 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 70 | 0,00 | 15 | 0,00 | ||||
| 2026-01-27 | 13F | Sharper & Granite LLC | 10 282 | 4,73 | 2 134 | 6,12 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 12 | 2 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 91 | 160,00 | 19 | 157,14 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 15 718 | -5,52 | 3 262 | -4,28 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 2 377 | -2,02 | 493 | -0,60 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 23 316 | 1,59 | 4 839 | 2,94 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 398 | -1,97 | 83 | -1,20 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 2 079 | -1,09 | 432 | 0,23 | ||||
| 2026-01-29 | 13F | UBS Group AG | 108 735 | -2,94 | 22 568 | -1,66 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 3 711 | 22,72 | 770 | 24,39 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 31 | 0,00 | 6 | 0,00 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 49 | 0,00 | 10 | 0,00 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 967 | 201 | ||||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 493 540 | -10,06 | 102 434 | -8,88 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 185 | 0,00 | 38 | 2,70 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 1 960 | 0,10 | 407 | 2,01 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 |
Other Listings
| US:VAW | 227,24 USD |
