Podstawowe statystyki
| Właściciele instytucjonalni | 1392 total, 1389 long only, 0 short only, 3 long/short - change of 4,46% MRQ |
| Średnia alokacja portfela | 1.7340 % - change of -1,80% MRQ |
| Akcje instytucjonalne (długie) | 596 239 493 (ex 13D/G) - change of 34,84MM shares 11,70% MRQ |
| Wartość instytucjonalna (długa) | $ 48 622 590 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (MX:VCIT) posiada 1392 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 596,239,493 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, Fisher Asset Management, LLC, Jpmorgan Chase & Co, Creative Planning, Morgan Stanley, Prudential Plc, Royal Bank Of Canada, Ameriprise Financial Inc, LPL Financial LLC, and Envestnet Asset Management Inc .
Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (BMV:VCIT) 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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Load All| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Berger Financial Group, Inc | 3 210 | 0,41 | 266 | -0,75 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 4 | 0,00 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 12 351 | 3 597,90 | 1 022 | 3 685,19 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 9 656 | 36,44 | 799 | 34,97 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 89 462 | 7 403 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 99 881 | 175,87 | 8 265 | 172,59 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 56 665 | 7,45 | 4 746 | 6,99 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 660 632 | 0,85 | 54 667 | -0,35 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 8 586 | -15,72 | 711 | -16,76 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 24 929 | 4,53 | 2 063 | 3,25 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 101 592 | 144,78 | 8 407 | 141,90 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2 338 | 193 | ||||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 10 451 | -56,73 | 865 | -57,27 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 117 | 10 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 14 074 | 8,13 | 1 165 | 6,79 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 7 198 | -17,60 | 596 | -18,60 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 397 598 | 5,09 | 32 901 | 3,83 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 73 887 | 142,99 | 6 114 | 140,14 | ||||
| 2026-04-20 | 13F | 25 Llc | 374 750 | 5,35 | 31 011 | 4,09 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 15 942 | -5,21 | 1 328 | -5,95 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 49 955 | 4 | ||||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 5 129 | 0,77 | 424 | -0,47 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 10 308 | 853 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 7 886 | 3,60 | 653 | 2,35 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 19 282 | 15,68 | 1 596 | 14,34 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 20 770 | 42,23 | 1 719 | 39,90 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 98 693 | 0,22 | 8 167 | 16,52 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 925 300 | 15,04 | 76 569 | 13,67 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 5 185 | -8,23 | 429 | -9,30 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 538 754 | 4,27 | 44 582 | 3,03 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 10 935 | 31,37 | 905 | 29,70 | ||||
| 2026-04-21 | 13F | Maseco Llp | 4 732 | 5,62 | 392 | 4,27 | ||||
| 2026-05-14 | 13F | Aozora Bank, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 80 829 | 6 689 | ||||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 973 171 | -3,01 | 80 530 | -4,17 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 832 | 0,00 | 69 | -1,45 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 56 | 0,00 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 6 366 | -1,50 | 527 | -2,77 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 24 756 | 62,92 | 2 047 | 60,72 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Providence First Trust Co | 12 907 | -1,38 | 1 068 | -2,55 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 55 291 | 4,31 | 4 575 | 3,06 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2 501 | 3,56 | 207 | 1,98 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 20 000 | -0,50 | 1 655 | -1,72 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1 573 | 531,73 | 130 | 550,00 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 3 692 | 1,37 | 306 | 0,00 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 166 214 | 3,96 | 13 754 | 2,69 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 33 574 | 88,47 | 2 778 | 86,32 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 64 598 | -3,50 | 5 345 | -4,66 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 2 444 | 0,00 | 202 | -0,98 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 16 883 | -3,98 | 1 397 | -5,10 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 5 939 | 491 | ||||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1 574 | -7,03 | 130 | -7,80 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 7 946 | 0,00 | 658 | -1,20 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2 571 | 0,78 | 213 | -0,47 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 116 467 | -0,84 | 10 | 0,00 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 4 084 | 338 | ||||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 2 555 | 0,00 | 211 | -0,94 | ||||
| 2026-04-30 | 13F | Resona Asset Management Co.,Ltd. | 18 322 | -50,51 | 1 516 | -51,10 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 12 084 | 1 000 | ||||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 1 532 125 | -12,27 | 126 783 | -13,31 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 19 661 | 18,93 | 1 627 | 17,49 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 41 103 | 7,78 | 3 401 | 6,51 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 123 570 | -4,90 | 10 225 | -6,04 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 29 820 | 2 468 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 127 106 | 22,05 | 10 518 | 20,25 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 21 665 | 4,56 | 1 793 | 3,29 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 8 773 | 37,23 | 726 | 35,70 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 127 027 | 296,27 | 10 511 | 291,62 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 16 621 | 167,09 | 1 | |||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3 362 | 14,90 | 278 | 13,47 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 238 214 | 7,43 | 19 725 | 6,21 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 184 572 | 1,78 | 15 273 | 0,57 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 46 865 | 10,71 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 3 392 | 551,06 | 281 | 551,16 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 25 863 | 4,42 | 2 140 | 3,18 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 396 033 | 125,34 | 32 772 | 122,66 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 10 504 | -1,66 | 869 | -2,80 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 8 420 | 697 | ||||||
| 2026-01-23 | 13F | First PREMIER Bank | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 201 | 1,01 | 17 | 0,00 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 471 537 | 40,67 | 39 020 | 38,99 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 181 935 | -19,12 | 15 055 | -20,08 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1 597 | 0,00 | 132 | -0,75 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 8 988 | 152,76 | 744 | 150,17 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 455 | 38 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 15 584 | -4,84 | 1 286 | -6,20 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 769 399 | 6,66 | 229 168 | 5,39 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 48 571 | 6,63 | 4 019 | 5,35 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 783 540 | 2,66 | 64 838 | 1,43 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 98 538 | 5,44 | 8 154 | 4,19 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2 944 | -64,94 | 245 | -65,39 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 618 693 | 4,02 | 51 | 4,08 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 423 | 87,17 | 35 | 94,44 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74 225 | 50,05 | 6 142 | 48,29 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 32 024 | 145,73 | 2 650 | 141,70 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 20 126 | -7,70 | 1 665 | -8,82 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 341 | 111 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 9 904 | 19,64 | 820 | 18,18 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8 442 | 0,82 | 699 | -0,43 | ||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 3 935 | 326 | ||||||
| 2026-05-13 | 13F | Allie Family Office LLC | 5 050 | -2,98 | 414 | -4,83 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3 276 | 0,77 | 271 | -0,37 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 11 516 | 2,99 | 953 | 1,82 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 15 111 | 6,80 | 1 250 | 5,57 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 32 272 | 19,38 | 2 671 | 17,78 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 100 861 | -1,82 | 8 346 | -2,99 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 623 601 | 17,09 | 51 603 | 15,69 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 1 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 101 647 | 2,40 | 8 411 | 1,18 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 20 601 | -35,37 | 1 705 | -36,16 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 22 105 | 10,96 | 1 829 | 9,65 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 25 984 | 2,63 | 2 150 | 1,42 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 174 543 | 20,96 | 14 444 | 19,52 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 210 946 | 0,09 | 17 456 | -1,10 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 2 697 | 4,66 | 223 | 3,72 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 106 673 | -20,22 | 8 827 | -21,17 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 11 629 | -0,60 | 962 | -1,74 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 996 012 | 17,81 | 82 420 | 16,40 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 31 099 | 9,41 | 2 573 | 8,11 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 224 | 0,00 | 19 | 0,00 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 182 102 | 1,34 | 15 069 | 0,13 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 24 506 | -19,18 | 2 028 | -20,17 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 5 106 | -23,17 | 423 | -24,10 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 32 | -66,32 | 3 | -71,43 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 123 | 0,00 | 10 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 313 071 | 7,29 | 26 220 | 6,83 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 9 138 | 29,76 | 756 | 28,35 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 82 660 | -1,15 | 6 840 | -2,33 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6 213 | 14,15 | 516 | 13,41 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 199 562 | 7,00 | 16 514 | 5,72 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 65 473 | -11,49 | 5 418 | -12,56 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 478 117 | 10,03 | 39 564 | 8,71 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 30 461 | 1,38 | 2 551 | 1,03 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 3 000 | 3,45 | 248 | 2,48 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 14 558 | 19,70 | 1 204 | 18,29 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 29 373 | 146,15 | 2 431 | 143,24 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 2 932 | 0,00 | 243 | -1,22 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3 153 | 0,77 | 261 | -0,76 | ||||
| 2026-05-15 | 13F | Nepc Llc | 6 390 771 | 4,88 | 528 836 | 3,63 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 9 600 | 798 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 884 | 156 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 26 051 | 6,95 | 2 156 | 5,64 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 392 | 6,81 | 32 | 6,67 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 56 003 | -2,29 | 4 634 | -3,44 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 130 698 | 11,20 | 10 865 | 10,37 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 3 450 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 246 | 0,00 | 20 | 0,00 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 3 295 | 273 | ||||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 25 140 | -4,62 | 2 080 | -5,75 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 17 986 | 1 493 | ||||||
| 2026-04-21 | 13F | North Forty Two & Co. | 23 317 | -2,71 | 1 929 | -3,89 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 987 957 | 12,26 | 81 566 | 10,59 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 26 147 | -9,25 | 2 164 | -10,36 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 33 359 | 3,87 | 2 760 | 2,64 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 15 883 | 136,64 | 1 314 | 133,81 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 303 730 | -4,09 | 25 134 | -5,27 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 656 787 | 2,26 | 54 100 | 0,57 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 4 655 | 1,09 | 385 | 0,00 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 165 708 | 7,65 | 13 712 | 6,37 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 4 369 | 14,73 | 362 | 13,52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 437 999 | 93,04 | 36 244 | 90,74 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 5 928 | -5,61 | 489 | -6,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 57 074 | 2,03 | 4 723 | 0,81 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 63 938 | 73,77 | 5 355 | 73,04 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5 701 | 706,36 | 472 | 698,31 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 518 516 | 7,20 | 42 907 | 5,92 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 9 475 | 784 | ||||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 2 501 | 0,00 | 207 | -1,44 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 447 | -17,98 | 37 | -20,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 514 | 17,35 | 43 | 16,67 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 11 945 | 1,75 | 988 | 0,51 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 24 673 | 0,46 | 2 042 | -0,78 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 23 219 | -1,87 | 1 921 | -3,03 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 18 940 | 13,28 | 1 406 | 0,36 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 4 100 | 0,00 | 339 | -1,17 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 278 | 23 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 216 | 19,57 | 101 | 17,65 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 14 640 | -3,79 | 1 211 | -4,95 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 127 | 11 | ||||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 358 | -21,15 | 30 | -23,68 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 24 | 2 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 297 | -73,62 | 25 | -74,47 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 3 201 | 265 | ||||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 5 406 | -20,63 | 447 | -21,58 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 124 802 | 30,71 | 10 315 | 28,60 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 337 077 | -15,89 | 27 893 | -16,89 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 31 664 | 102,57 | 2 620 | 100,15 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3 917 | 328 | ||||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 3 410 | -0,61 | 282 | -1,74 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 56 772 | 3,30 | 4 698 | 2,06 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 155 | 0,65 | 13 | 0,00 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 71 | 6 | ||||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 389 989 | 32 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 633 | 151,19 | 0 | |||||
| 2026-05-14 | 13F | Advisory Research Inc | 50 986 | 14,66 | 4 219 | 13,29 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 148 252 | -8,72 | 12 268 | -9,81 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 22 532 | 0,87 | 1 865 | -0,32 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 4 505 | -0,84 | 373 | -2,11 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 18 820 | 20,73 | 1 557 | 19,31 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 276 960 | 1,45 | 22 918 | 0,24 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 5 856 | 12,25 | 485 | 11,01 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 125 | 0,00 | 10 | 0,00 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 42 449 | 1,80 | 3 513 | 0,57 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 605 | 266,67 | 50 | 284,62 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 988 226 | 147,54 | 72 254 | 115,60 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 125 236 | 16,79 | 10 | 25,00 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 17 285 | 3,50 | 1 430 | 2,29 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3 232 | 383,11 | 267 | 376,79 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 15 532 | -2,58 | 1 285 | -3,75 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 75 804 | 7,65 | 6 319 | 7,05 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 526 651 | 13,30 | 44 107 | 13,30 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 0 | 0 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 57 949 | 11,08 | 4 795 | 9,75 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 25 753 | -0,15 | 2 131 | -1,30 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 3 404 | -5,34 | 282 | -6,64 | ||||
| 2026-04-13 | 13F | Arwa Llc | 4 862 | -5,74 | 404 | -6,71 | ||||
| 2026-01-27 | 13F | SageGuard Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 2 843 | 2,71 | 235 | 1,73 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 174 | 0,00 | 14 | 0,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 579 931 | 5,99 | 47 989 | 4,73 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 79 819 | -47,64 | 6 605 | -48,27 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 2 595 | 0,00 | 215 | -1,38 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 8 887 | 9,91 | 735 | 8,57 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 7 312 | 4,97 | 605 | 3,77 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 58 131 | 15,01 | 4 810 | 13,63 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 214 | 0,00 | 18 | 0,00 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 8 450 | 11,01 | 699 | 9,73 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 125 269 | 1,81 | 10 366 | 0,60 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 314 | -47,36 | 109 | -48,33 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 436 | 202 | ||||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 123 130 | 6,88 | 10 189 | 5,61 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4 727 | 12,55 | 391 | 11,40 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 164 754 | 4,86 | 13 633 | 3,61 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 242 260 | 20 047 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 200 415 | 49,40 | 98 341 | 46,14 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 662 | 220 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 6 140 | 0,00 | 508 | -1,17 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 7 932 | 0,71 | 656 | -0,46 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 146 354 | 1,07 | 12 111 | -0,14 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 2 483 | 205 | ||||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 177 | 0,00 | 15 | 0,00 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 25 390 | 0,45 | 2 101 | -0,71 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 17 230 | 2,56 | 1 426 | 1,28 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 4 175 | -3,51 | 345 | -4,70 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 7 128 | -18,07 | 590 | -19,09 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 701 744 | 58 069 | ||||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 314 793 | -15,50 | 26 049 | -16,51 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 215 | 0,00 | 18 | -5,56 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 149 600 | -2,74 | 12 379 | -3,90 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 83 268 | 28,71 | 6 870 | 26,78 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 72 181 | 27,65 | 5 973 | 26,15 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 81 053 | -22,27 | 6 708 | -23,20 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 122 672 | 0,06 | 10 151 | -1,13 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 209 | 17 | 240,00 | |||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 3 255 | -10,94 | 269 | -12,09 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 8 716 | -0,05 | 718 | -1,64 | ||||
| 2026-04-24 | 13F | Essex LLC | 343 429 | -2,92 | 28 419 | -4,08 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3 479 | -27,31 | 288 | -28,25 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 76 973 | -20,92 | 6 370 | -21,87 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 47 403 | -4,59 | 3 923 | -5,74 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 390 395 | -0,36 | 32 305 | -1,55 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 235 761 | -42,21 | 19 509 | -41,17 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Idaho Trust Bank | 18 127 | 9,00 | 1 500 | 7,69 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 56 | 93,10 | 5 | 100,00 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 32 890 | 13,61 | 2 722 | 12,25 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 3 572 | 296 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13 765 | -21,79 | 1 139 | -22,67 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1 616 | 0,00 | 134 | -1,48 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 316 | 26 | ||||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | 0 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 183 524 | 3,86 | 15 187 | 2,62 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 9 315 | 9,98 | 771 | 8,60 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 38 | 0,00 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 649 | 0,00 | 54 | -1,85 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 104 | 9 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 1 132 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 37 187 | 1,14 | 3 077 | -0,06 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 8 025 | -4,41 | 664 | -5,55 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 38 041 | 10,27 | 3 148 | 8,93 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 13 078 | -1,22 | 1 082 | -2,35 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 291 406 | 5,11 | 24 114 | 3,86 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7 881 | 12,14 | 652 | 10,88 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 1 820 | 0,00 | 151 | -1,32 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1 917 | -0,05 | 159 | -1,25 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 39 944 | 3 305 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 7 690 | -4,16 | 636 | -5,36 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 18 435 | 15,15 | 1 526 | 13,81 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3 839 | 2,32 | 318 | 0,96 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 549 | 211 | ||||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 5 032 | -1,68 | 416 | -2,80 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 600 530 | 2,19 | 49 697 | 0,97 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 272 811 | -1,14 | 22 575 | -2,32 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 464 730 | 2,90 | 38 456 | 1,67 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 32 269 | -58,82 | 2 670 | -59,32 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 38 164 | -2,09 | 3 126 | -4,26 | ||||
| 2026-01-29 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Calder Financial LLC | 2 785 | -14,65 | 230 | -16,12 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 11 825 | -0,50 | 979 | -1,71 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 123 665 | 41,38 | 10 233 | 39,70 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 59 864 | 303,23 | 4 954 | 298,47 | ||||
| 2026-05-12 | 13F | Creative Planning | 27 022 817 | 1,71 | 2 236 138 | 0,50 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 4 802 | -12,79 | 397 | |||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 689 | 20,03 | 57 | 16,67 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 13 913 | 19,45 | 1 151 | 18,05 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 136 | 0,00 | 11 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5 288 276 | 8,57 | 437 605 | 7,28 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 127 441 | 10 546 | ||||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 4 598 | 380 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 123 948 | 2,62 | 10 257 | 1,39 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 505 | -9,82 | 42 | -10,87 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Advisor Resource Council | 5 954 | -9,03 | 493 | -9,89 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 545 297 | 4,31 | 210 624 | 3,06 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13 502 | 2,69 | 1 117 | 0,90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1 982 | 0,20 | 164 | -1,21 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 226 | 0,00 | 19 | 0,00 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 8 639 | 3,44 | 715 | 2,15 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 120 | 0,00 | 10 | -10,00 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 249 287 | -10,57 | 20 628 | -11,64 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 7 062 | 2,59 | 584 | 0,86 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 19 758 | 6,45 | 1 635 | 5,15 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 9 070 | 16,28 | 751 | 14,85 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 11 366 | 0,00 | 1 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 236 156 | 2,93 | 19 542 | 1,70 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 69 900 | 12,61 | 5 784 | 11,27 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 64 090 | 17,19 | 5 303 | 132 475,00 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1 294 286 | 2,42 | 107 102 | 1,19 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 247 587 | 1,11 | 103 238 | -0,09 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 13 464 | 0,13 | 1 114 | -1,07 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 239 | -15,55 | 20 | -17,39 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 5 230 | 0,00 | 433 | -1,37 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 3 634 | -79,67 | 304 | -79,77 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 872 080 | 6,97 | 72 165 | 5,69 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1 382 | -43,71 | 114 | -44,39 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 3 982 | 0,00 | 330 | -1,20 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 10 675 | 5,91 | 883 | 4,62 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 23 267 | 69,87 | 1 928 | 68,00 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 320 635 | 0,71 | 26 533 | -0,50 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 12 345 | -1,67 | 1 022 | -2,85 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 9 445 | 25,80 | 782 | 24,36 | ||||
| 2026-02-10 | 13F | MGO Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 12 591 | -3,38 | 1 054 | -3,83 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 206 | 0,00 | 17 | 0,00 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 9 033 | 0,41 | 747 | -0,80 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 791 934 | 100,00 | 66 610 | 100,00 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 22 700 | -42,94 | 1 878 | -43,64 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 120 626 | 0,87 | 9 982 | -0,33 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 46 894 | -22,90 | 3 875 | -23,92 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 7 544 | -0,11 | 624 | -1,58 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 3 465 | 0,00 | 287 | -1,38 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 23 674 | 10,98 | 1 959 | 9,69 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 23 544 | 0,00 | 1 948 | -1,17 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 7 830 619 | -5,48 | 647 984 | -6,60 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 43 | 4 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 671 988 | -7,13 | 55 607 | -8,24 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 4 063 | 336 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 213 292 | -0,71 | 17 650 | -1,90 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 222 225 | 2,02 | 18 611 | 1,59 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 11 204 | 3,10 | 927 | 1,87 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 13 154 | -28,28 | 1 088 | -29,17 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 63 430 | 4,90 | 5 249 | 3,63 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 5 206 | 6,20 | 430 | 4,63 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 2 700 | 0,00 | 223 | -1,33 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8 576 | 14,74 | 710 | 13,44 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 6 148 | 0,67 | 509 | -0,59 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 111 575 | -7,01 | 9 233 | -8,13 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 28 760 | 9,55 | 2 380 | 8,23 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 59 142 | -39,11 | 4 894 | -39,84 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 6 247 | 0,51 | 517 | -0,77 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 4 450 | 0,00 | 368 | -1,08 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 300 | -29,74 | 25 | -31,43 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 54 237 | 4,25 | 4 488 | 3,01 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 3 598 | 0,19 | 298 | -1,00 | ||||
| 2026-05-13 | 13F | Cunning Capital Partners, LP | 16 200 | 0,00 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 341 330 | 1,01 | 28 245 | -0,20 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 3 550 | -2,39 | 294 | -3,93 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 64 811 | 21,48 | 5 363 | 20,01 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 21 389 | -14,58 | 1 770 | -15,64 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 200 000 | 16 550 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 12 305 | 1,45 | 1 018 | 0,30 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 140 342 | 5,39 | 11 613 | 4,13 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1 795 | 148 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Associated Banc-corp | 3 177 | -32,61 | 263 | -33,50 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 400 595 | 8,03 | 33 149 | 6,74 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 6 599 | -0,62 | 546 | -1,80 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 732 | -8,27 | 61 | -9,09 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2 067 803 | -1,23 | 171 111 | -2,41 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13 800 | 38,00 | 1 142 | 36,32 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 380 032 | -38,81 | 31 448 | -39,54 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 5 700 | 23,91 | 472 | 22,34 | |||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 2 937 | -29,64 | 243 | -30,66 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 6 364 | 1 | ||||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 587 | -14,56 | 49 | -15,79 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 000 858 | 12,05 | 83 | 10,81 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 3 944 | -12,22 | 326 | -13,30 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 17 245 | -5,56 | 1 427 | -6,67 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 42 068 | 16,50 | 3 481 | 15,11 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 100 301 | 2,08 | 8 | 0,00 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1 773 | 0,17 | 147 | -1,35 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 3 406 | 282 | ||||||
| 2026-01-22 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 14 574 | -1,04 | 1 206 | -2,19 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 23 981 | 5,36 | 1 984 | 4,09 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4 146 | 37,92 | 343 | 36,65 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 44 993 | 74,98 | 3 723 | 72,92 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 169 301 | 4,54 | 14 010 | 3,29 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 395 833 | -0,12 | 32 755 | -1,31 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1 004 | 0,00 | 83 | -1,19 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 362 748 | 4,05 | 30 017 | 2,83 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 366 291 | 4,63 | 30 311 | 3,38 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 5 057 | 41,18 | 418 | 39,33 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 21 966 | 254,52 | 1 818 | 250,77 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 10 327 | 12,85 | 865 | 12,35 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 60 | 0,00 | 5 | -20,00 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 3 683 | 0,00 | 305 | -1,30 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 355 | 29 | ||||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 5 315 | 7,22 | 440 | 5,78 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24 310 | 21,07 | 2 012 | 19,63 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 13 | 1 | ||||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 11 755 | 0,00 | 973 | -1,22 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 75 396 | -53,96 | 6 239 | -54,51 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 2 990 | 13,21 | 247 | 11,76 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 254 036 | 1,41 | 21 021 | 0,20 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 86 944 | 1,64 | 7 195 | 0,43 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 244 562 | -3,00 | 20 237 | -4,16 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 11 752 | 0,23 | 973 | -1,02 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 2 582 | 0,12 | 214 | -1,39 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 13 127 | 5,76 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 8 873 | 217,12 | 734 | 213,68 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2 487 | 206 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 2 000 000 | 165 500 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2 617 | 0,00 | 217 | -1,37 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 284 556 | 3,22 | 23 547 | 1,99 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 112 100 | 10,16 | 9 276 | 8,85 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 135 928 | 7,92 | 11 248 | 6,64 | ||||
| 2026-04-23 | 13F | American National Bank | 142 | -85,01 | 12 | -86,08 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 30 508 | 1,45 | 2 525 | 0,24 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 23 947 | 0,00 | 1 982 | -1,20 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 2 061 | 0,00 | 171 | -1,16 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 225 079 | 2,91 | 18 625 | 1,68 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 98 871 | 3,95 | 8 182 | 2,71 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 143 071 | 11 839 | ||||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2 427 | 201 | ||||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 28 250 | 3,03 | 2 338 | 1,79 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 8 614 | 0,00 | 713 | -1,25 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 3 485 | 32,51 | 288 | 30,91 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 7 310 | -0,58 | 605 | -1,79 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15 302 | 11,78 | 1 266 | 10,47 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 33 507 | 12,91 | 2 773 | 11,55 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 15 364 | -2,12 | 1 271 | -3,27 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 8 118 | -0,25 | 672 | -1,47 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 5 400 | 0,00 | 447 | -1,33 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 34 210 | 0,85 | 2 831 | -0,39 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 251 847 | -3,24 | 20 840 | -4,39 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 108 | 9 | ||||||
| 2026-04-24 | 13F | Ninety One North America, Inc. | 2 880 | 238 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 21 780 | -79,41 | 1 802 | -79,66 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 139 455 | 6,41 | 11 679 | 5,95 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 56 154 | -1,36 | 4 647 | -2,54 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 6 402 | 20,66 | 530 | 19,14 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 3 | -82,35 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 4 938 | 0,75 | 409 | -0,49 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 189 502 | 66,98 | 15 681 | 64,68 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 33 503 | 6,73 | 2 772 | 5,48 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 23 039 | 9,57 | 1 906 | 8,23 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 22 664 | 1 875 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 10 462 | -6,04 | 866 | -7,19 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 4 334 | -18,10 | 359 | -19,00 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 3 163 | 0,00 | 262 | -1,14 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 13 190 | 0,40 | 1 091 | -0,82 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 6 292 | 2,11 | 521 | 0,78 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 10 210 | -7,19 | 845 | -8,36 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 16 996 | 19,29 | 1 406 | 17,56 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 33 895 | 36,04 | 2 805 | 35,79 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 51 428 | 1,34 | 4 252 | 0,05 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 53 364 | -71,67 | 4 416 | -72,09 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 255 681 | -4,65 | 21 158 | -5,79 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 52 673 | -75,13 | 4 | -76,47 | ||||
| 2026-04-24 | 13F | Bayban | 429 | 0,00 | 36 | 0,00 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3 187 | 264 | ||||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 6 855 | 7,99 | 567 | 6,78 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 3 107 | -17,93 | 257 | -18,93 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 3 794 | -6,90 | 318 | -7,31 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 223 958 | 0,01 | 18 532 | -1,19 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 350 665 | 23,15 | 29 017 | 21,68 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 295 340 | 1,38 | 24 439 | 0,17 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 9 712 | 21,90 | 804 | 20,39 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 6 645 | 0,67 | 550 | -0,54 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 796 336 | 11,05 | 65 897 | 9,72 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 3 001 | -49,97 | 248 | -50,60 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 41 177 | 0,66 | 3 407 | -0,55 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 2 575 | -6,23 | 213 | -6,99 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 5 241 | -16,30 | 434 | -17,37 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10 482 | -3,54 | 867 | -4,73 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 209 671 | 7,07 | 17 350 | 5,79 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 100 | -52,38 | 8 | -52,94 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 7 013 | 0,49 | 581 | -0,68 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1 002 543 | 72,56 | 82 961 | 70,50 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 102 767 | -1,67 | 8 504 | -2,85 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 16 606 | 7,56 | 1 374 | 6,26 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 9 374 | 0,74 | 776 | -0,51 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 10 161 | -63,14 | 841 | -63,60 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 26 544 | 2 197 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 231 448 | 4,42 | 19 229 | 3,60 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 6 940 | 0,00 | 574 | -1,20 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 348 769 | 5,18 | 111 611 | 3,92 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 10 500 | -6,25 | 869 | -7,46 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 572 | 88,78 | 47 | 88,00 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 26 187 | -31,36 | 2 167 | -32,21 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 8 141 | 674 | ||||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 2 509 | 0,00 | 208 | -1,43 | ||||
| 2026-05-08 | 13F | Bokf, Na | 798 | -29,19 | 66 | -29,79 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 115 | 0,00 | 10 | 0,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 724 676 | 11,02 | 59 968 | 9,70 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 13 713 | -2,67 | 1 135 | -3,82 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 822 | 0,00 | 68 | 0,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5 836 | -1,54 | 483 | -2,82 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 29 621 | 9,35 | 2 451 | 8,07 | ||||
| 2026-05-14 | 13F | Betterment LLC | 28 661 | -5,58 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 32 125 | -1,45 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 39 713 | 12,39 | 3 286 | 11,05 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 181 038 | 4,22 | 14 981 | 2,97 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 0 | 0 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 153 | 0,00 | 13 | 0,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 645 564 | -2,55 | 53 420 | -3,71 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45 375 | 12,40 | 3 755 | 11,07 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 38 105 | -0,01 | 3 153 | -1,19 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 790 663 | 2,06 | 65 428 | 0,84 | ||||
| 2026-04-21 | 13F | Davidson Investment Advisors | 3 750 | 307 | ||||||
| 2026-04-27 | 13F | FF Advisors,LLC | 4 526 | 376 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 10 517 | 0,00 | 1 | |||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 553 | 0,36 | 46 | -2,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11 226 310 | 3,04 | 928 977 | 1,81 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 51 902 | 13,48 | 4 295 | 12,11 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 81 500 | 4,30 | 6 744 | 3,06 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 16 886 | 97,13 | 1 397 | 94,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 437 471 | -2,74 | 36 201 | -3,90 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 69 917 | 36,67 | 5 786 | 35,04 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 44 908 | -11,88 | 3 716 | -12,91 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 7 901 | 17,64 | 654 | 16,19 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 40 | 0,00 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | Varma Mutual Pension Insurance Co | 2 700 000 | 0,00 | 223 425 | -1,19 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 600 537 | 27,88 | 49 678 | 26,30 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 1 060 313 | -18,81 | 87 741 | -19,78 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 5 676 | 34,25 | 470 | 32,49 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 3 | -97,60 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11 166 107 | 2,57 | 923 995 | 1,34 | ||||
| 2026-06-02 | 13F | Southern Farm Bureau Life Insurance | 480 641 | 0,00 | 40 | -2,50 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 5 022 | -36,59 | 416 | -37,41 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 22 | 0,00 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 13 035 | -10,91 | 1 079 | -11,71 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 372 583 | 12,38 | 30 831 | 11,04 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 49 668 | 6,80 | 4 110 | 5,55 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 321 325 | -31,46 | 26 590 | -32,27 | ||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 24 183 | 77,13 | 2 001 | 75,07 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 6 342 | 1,00 | 525 | -0,19 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 1 943 286 | 6,92 | 160 807 | 5,64 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 410 | -11,64 | 34 | -13,16 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 399 847 | 4,22 | 33 087 | 2,98 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 632 398 | 0,45 | 52 | 0,00 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 2 593 | 0,00 | 215 | -1,38 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 6 441 | 11,75 | 533 | 10,58 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 587 605 | -5,36 | 49 | -5,88 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 274 307 | 44,89 | 22 699 | 43,15 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 113 675 | 2,94 | 9 407 | 1,71 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 10 554 | -3,13 | 871 | -4,61 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 24 186 | 35,98 | 2 001 | 34,39 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 25 132 794 | 4,51 | 2 079 739 | 3,26 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 4 465 | 374 | ||||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 6 804 | -53,10 | 563 | -53,62 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 15 828 | 0,39 | 1 310 | -0,83 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 6 883 | 0,00 | 570 | -1,22 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 4 636 | 19,24 | 384 | 17,85 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 360 | 0,00 | 30 | -3,33 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 220 313 | 13,31 | 18 231 | 11,96 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 118 700 | 1,69 | 9 805 | 0,06 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 16 500 | 0,00 | 1 365 | -1,16 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 88 277 | -1,85 | 7 305 | -3,03 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 111 593 | 9,49 | 9 234 | 8,19 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | YANKCOM Partnership | 3 265 | -8,05 | 270 | -9,09 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2 979 | 247 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 130 | 0,00 | 11 | 0,00 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 20 044 | -7,10 | 1 657 | -8,36 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 28 060 | -6,03 | 2 309 | -7,64 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 49 955 | 50,06 | 4 132 | 48,01 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 28 844 | -0,39 | 2 387 | -1,61 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 17 742 | -2,06 | 1 468 | -3,23 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 103 223 | 4,43 | 8 542 | 3,18 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 1 360 788 | 9,57 | 112 605 | 8,27 | ||||
| 2026-05-12 | 13F | Chung Wu Investment Group, LLC | 1 743 | 0,00 | 144 | -0,69 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6 699 | 1,22 | 554 | 0,00 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3 103 | 3,33 | 257 | 1,99 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 11 507 | 1,68 | 952 | 0,53 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 100 | 0,00 | 8 | 0,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 178 449 | -23,97 | 15 | -26,32 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 8 665 | -1,66 | 717 | -2,71 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3 848 | 7,64 | 318 | 6,35 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 149 128 | 164,32 | 12 489 | 175,82 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 13 348 | -30,67 | 1 105 | -31,68 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 455 130 | 3,01 | 37 662 | 1,49 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 81 | 0,00 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6 983 | 20,63 | 578 | 19,21 | ||||
| 2026-05-15 | 13F | Ehrenkranz Partners L.P. | 13 088 | 0,10 | 1 083 | -1,01 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 6 587 | 64,31 | 545 | 62,69 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 1 099 963 | 4,25 | 91 022 | 3,00 | ||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 50 404 | 17,87 | 4 171 | 16,45 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 52 | 4 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 999 855 | 5,01 | 82 738 | 3,76 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 89 198 232 | 6,22 | 7 381 154 | 4,95 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 106 182 | 91,24 | 8 787 | 88,95 | ||||
| 2026-04-29 | 13F | Shelter Mutual Insurance Co | 10 917 | 0,00 | 903 | -1,20 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 226 | 19 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 1 956 | 0,77 | 162 | -0,62 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 218 521 | 5,46 | 18 083 | 4,19 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 11 242 | -3,22 | 930 | -4,32 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 73 133 | 16,37 | 6 125 | 15,88 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 5 053 | -38,63 | 418 | -39,33 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3 964 | 3,50 | 328 | 1,87 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 69 765 | 147,03 | 5 783 | 144,17 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 34 971 | 19,17 | 2 888 | 17,50 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 11 066 | 1,00 | 916 | -0,22 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 97 561 | -0,37 | 8 073 | -1,56 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 5 528 | 457 | ||||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 12 949 | 3,81 | 1 071 | 2,29 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 40 665 | 9,34 | 3 365 | 8,06 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 75 384 | 7,69 | 6 238 | 6,41 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 44 100 | -0,38 | 3 649 | -1,56 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 39 705 | 60,00 | 3 286 | 58,08 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 372 | 31 | ||||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 4 158 | 344 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 200 272 | 6,98 | 16 573 | 5,70 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 16 626 | 0,12 | 1 376 | -1,08 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 13 173 092 | -1,73 | 1 090 072 | -2,90 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 252 | -19,23 | 21 | -23,08 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 5 | -98,81 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 52 846 | -1,25 | 4 365 | -2,83 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 46 | 4 | ||||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 3 105 | -3,69 | 260 | -4,06 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 26 583 | 1,62 | 2 200 | 0,41 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 483 519 | 0,06 | 40 011 | -1,13 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1 448 | 0,00 | 120 | -1,65 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 102 499 | 6,61 | 8 | 0,00 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 680 | -48,87 | 56 | -49,55 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 9 423 | -41,27 | 780 | -42,00 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 105 583 | 6,64 | 8 737 | 5,35 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 7 987 | 0,08 | 669 | -0,45 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 5 920 | 9,73 | 490 | 8,43 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 28 | -97,46 | 2 | -97,83 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 546 875 | 1,34 | 45 254 | 0,13 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 38 129 | 19,17 | 3 146 | 17,43 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 4 485 | 87,66 | 371 | 85,50 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 4 523 | 0,11 | 374 | -1,06 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 27 248 | -2,04 | 2 255 | -3,22 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 469 | 0,00 | 39 | -2,56 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 115 213 | 1,41 | 9 648 | 1,02 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 158 | 0,00 | 13 | 0,00 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 35 507 | 0,00 | 2 938 | -1,18 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 470 | -61,22 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Glenview Trust Co | 76 229 | 20,27 | 6 308 | 18,82 | ||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 248 049 | 3,79 | 20 526 | 2,55 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 3 568 | 0,00 | 295 | -1,01 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 536 | -24,61 | 44 | -25,42 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 26 890 | 29,10 | 2 225 | 27,58 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 25 726 | 32,00 | 2 129 | 30,39 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 32 419 | 0,19 | 2 683 | -1,03 | ||||
| 2026-04-24 | 13F | Ninety One UK Ltd | 311 749 | 9 924,08 | 25 797 | 9 821,92 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 5 510 | 68,24 | 456 | 66,06 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 73 539 | 4,68 | 6 085 | 3,43 | ||||
| 2026-05-07 | 13F | Titan Global Capital Management Usa Llc | 42 035 | 34,60 | 3 478 | 33,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3 673 | 5,82 | 304 | 4,48 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 10 853 776 | 6,60 | 898 150 | 5,33 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 949 261 | 11,04 | 78 553 | 9,71 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 48 900 | 2,28 | 4 047 | 1,05 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 12 500 | 143,76 | 1 033 | 140,79 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 4 318 | 0,00 | 362 | 0,00 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 527 | 44 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 5 929 | 0,12 | 491 | -1,21 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 2 893 | -1,46 | 239 | -2,45 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 37 422 | 42,01 | 3 097 | 40,34 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 350 | -12,50 | 29 | -15,15 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 6 771 | 18,85 | 560 | 16,95 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 3 840 | 26,94 | 318 | 25,30 | ||||
| 2026-04-13 | 13F | Baskin Financial Services Inc. | 2 793 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 27 622 | 31,02 | 2 286 | 29,46 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 500 | 0,00 | 41 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 837 667 | 3,98 | 69 317 | 2,74 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 13 285 | 0,19 | 1 099 | -0,99 |
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