VCIT - Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MX ˙ BMV
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.

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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 .

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
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 4 249 352
2026-05-06 13F Eaton-Cambridge Inc. 3 874 3,67 321 2,56
2026-04-17 13F United Advisor Group, LLC 3 208 265
2026-05-15 13F Susquehanna International Group, Llp Put 3 800 -65,14 314 -65,57
2026-04-09 13F Tilia Fiduciary Partners, Inc. 15 604 -2,71 1 291 -3,87
2026-04-16 13F Phillips Financial Management, Llc 108 134 -10,36 8 948 -11,43
2026-04-16 13F Future Financial Wealth Managment LLC 5 394 0,00 450 -0,22
2026-05-15 13F Susquehanna International Group, Llp Call 16 300 -9,44 1 349 -10,55
2026-05-14 13F Novak & Powell Financial Services, Inc. 20 115 3,01 1 665 1,77
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 2 050 -0,05 170 -1,17
2026-05-15 13F Cardiff Park Advisors, Llc 22 865 0,76 1 892 -0,42
2026-04-20 13F Balance Wealth, LLC 17 223 18,77 1 425 17,38
2026-04-28 13F Fortitude Advisory Group L.L.C. 2 867 15,93 237 14,49
2026-04-21 13F Grey Fox Wealth Advisors, LLC 4 064 0,72 336 -0,30
2026-05-15 13F Change Path, LLC 23 802 -0,88 1 970 -2,09
2026-05-13 13F State Farm Mutual Automobile Insurance Co 1 542 000 0,00 127 600 -1,19
2026-05-04 13F Fagan Associates, Inc. 113 081 0,41 9 357 -0,78
2026-05-05 13F Net Worth Advisory Group 184 683 3,06 15 283 1,83
2026-05-08 13F Blair William & Co/il 72 966 3,57 6 038 2,32
2026-04-22 13F Stone Point Wealth LLC 97 089 3,47 8 034 2,24
2026-04-16 13F Roble, Belko & Company, Inc 100 0,00 0
2026-04-06 13F GAMMA Investing LLC 133 79,73 11 83,33
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 3 928 325
2026-05-14 13F Cwm, Llc 461 945 3,67 38 226 103 210,81
2026-04-09 13F Acropolis Investment Management, LLC 74 670 0,00 6 179 -1,20
2026-04-21 13F SmartHarvest Portfolios, LLC 3 675 44,63 304 43,40
2026-01-28 13F Edge Financial Advisors LLC 9 048 0,35 758 -0,13
2026-04-15 13F DAVENPORT & Co LLC 153 910 14,65 12 736 13,28
2026-05-15 13F Wellspring Financial Advisors, LLC 6 374 66,60 527 64,69
2026-04-21 13F OneAscent Family Office, LLC 2 510 208
2026-04-10 13F Perigon Wealth Management, LLC 70 673 1,85 5 848 0,64
2026-05-13 13F Heritage Trust Co 123 699 7,17 10 236 5,90
2026-05-06 13F Proffitt & Goodson Inc 752 15,34 62 14,81
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-20 13F RMR Capital Management, LLC 27 700 -0,18 2 292 -1,38
2026-04-07 13F Mb, Levis & Associates, Llc 1 189 0,00 98 -1,01
2026-04-27 13F Investors Asset Management Of Georgia Inc /ga/ /adv 0 -100,00 0
2026-04-22 13F WestEnd Advisors, LLC 715 751 2,97 59 229 1,74
2026-05-01 13F Johnson Investment Counsel Inc 388 589 32 156
2026-01-23 13F Aspect Partners, LLC 0 -100,00 0
2026-05-07 13F Action Point Financial Planning, Llc 18 649 1 543
2026-04-08 13F NorthCrest Asset Manangement, LLC 114 956 -11,72 9 511 -12,97
2026-05-14 13F TRB Wealth Management, LLC 4 467 370
2026-04-28 13F Fortune 45 LLC 185 555 73,90 15 355 71,84
2026-04-15 13F Signature Estate & Investment Advisors Llc 24 429 -1,16 2 021 -2,32
2026-05-13 13F Forum Private Client Group LLC 17 802 -4,09 1 473 -5,21
2026-04-23 13F North Star Investment Management Corp. 18 588 19,63 1 538 18,22
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 34 225 -0,57 2 832 -1,73
2026-05-12 13F WESCAP Management Group, Inc. 359 763 -0,91 29 770 -2,09
2026-05-12 13F Colonial Trust Advisors 497 0,00 41 0,00
2026-04-15 13F Register Financial Advisors LLC 291 35,98 24 41,18
2026-04-29 13F Standard Life Aberdeen plc 8 132 0,00 673 -1,32
2026-05-14 13F Mcguire Capital Advisors Inc 175 4,79 14 7,69
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-08 13F Grove Bank & Trust 3 789 0,00 314 -1,26
2026-05-15 13F MAI Capital Management 60 173 5,86 4 979 4,60
2026-04-17 13F Vermillion Wealth Management, Inc. 844 -1,52 70 -2,82
2026-04-09 13F Pacifica Partners Inc. 6 409 -4,50 530 -5,53
2026-05-01 13F Advisors Capital Management, LLC 450 085 4,44 37 245 3,20
2026-05-04 13F 1 North Wealth Services Llc 186 197 -2,04 15 408 -3,22
2026-05-19 13F Western Wealth Management, LLC 7 653 -7,18 633 -8,26
2026-04-08 13F Pines Wealth Management, LLC 14 963 35,15 1 238 33,55
2026-05-06 13F Assetmark, Inc 1 217 898 -1,82 100 781 -3,00
2026-04-27 13F NorthLanding Financial Partners, LLC 2 763 0,95 229 -0,44
2026-04-16 13F Rfg Holdings, Inc. 168 134 13 913
2026-04-14 13F Focus Financial Network, Inc. 4 451 2,35 368 1,10
2026-05-13 13F NewEdge Wealth, LLC 170 658 -1,10 14 122 -2,28
2026-04-14 13F Amicus Financial Advisors, LLC 9 946 -2,95 823 -4,08
2026-05-05 13F Delta Financial Advisors Llc 2 550 0,00 211 -0,94
2026-05-14 13F Delos Wealth Advisors, LLC 180 0,00 15 -6,67
2026-04-22 13F Cornerstone Wealth Group, LLC 14 715 -6,01 1 225 -6,64
2026-04-24 13F TSG Advice Partners, LLC 143 627 11 885
2026-04-07 13F Legacy Private Trust Co. 8 683 0,00 719 -1,24
2026-04-08 13F TOWER TRUST & INVESTMENT Co 9 666 7,03 800 5,69
2026-04-28 13F Nbt Bank N A /ny 22 894 1,60 1 894 0,37
2026-05-05 13F Prosperity Consulting Group, LLC 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 11 931 132,57 1
2026-05-18 13F Edgestream Partners, L.P. 22 228 -54,66 1 839 -55,20
2026-05-05 13F Napier Financial, LLC 133 960 0,18 11 085 -1,02
2026-05-01 13F Holistic Planning, LLC 6 990 16,99 578 15,60
2026-04-14 13F Tradewinds Capital Management, LLC 440 502,74 36 500,00
2026-05-13 13F Pinnacle Financial Group, LLC / IL 7 403 19,19 613 17,69
2026-05-12 13F Innovative Asset Advisors Group, LLC 121 10
2026-04-27 13F Tsfg, Llc 1 298 -3,42 0
2026-05-11 13F MCF Advisors LLC 630 -16,45 52 -17,46
2026-05-12 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 439 330 -21,17 36 254 -22,48
2026-04-27 13F S.A. Mason LLC 1 310 0,00 108 -0,92
2026-05-11 13F Integrity Advisory Solutions, LLC 12 619 102,16 1 044 100,00
2026-04-20 13F Golden Reserve Retirement LLC 2 514 -28,82 208 -29,49
2026-02-13 13F Barclays Plc 4 789 12 502,63 401 13 266,67
2026-05-12 13F Causey Wealth LLC 204 943 22,09 16 959 20,64
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 11 771 19,48 974 18,06
2026-05-06 13F Centennial Bank/AR/ 5 137 6,20 425 4,94
2026-04-24 13F Investment Management Trust, LLC 11 928 987
2026-05-01 13F Riverview Trust Co 49 4
2026-04-22 13F Silver Coast Investments LLC 111 908 4,40 9 260 3,15
2026-04-13 13F Trust Co 624 0,32 52 -1,92
2026-04-24 13F Patten Group, Inc. 17 392 -3,67 1 439 -4,83
2026-05-08 13F Summit Asset Management, LLC 393 087 2,70 32 528 1,47
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-14 13F Modern Wealth Management, LLC 6 327 -0,86 522 -2,25
2026-05-14 13F Chandler Asset Management, Inc. 36 575 0,99 3 027 -0,23
2026-05-12 13F Harfst & Associates, Inc. 61 706 -28,05 5 106 -28,91
2026-06-01 13F Concorde Asset Management, LLC 2 647 -22,06 219 -22,89
2026-04-30 13F Mosaic Family Wealth Partners, Llc 32 364 -7,67 2 678 -8,76
2026-05-06 13F Berkeley Capital Partners, LLC 326 427 3,96 27 012 2,72
2026-05-15 13F Advisory Services Network, LLC 31 598 2,84 2 615 1,59
2026-04-20 13F Hilton Head Capital Partners, LLC 572 0,00 47 0,00
2026-05-15 13F Steffes Financial, Ltd. 6 308 522
2026-05-05 13F Newbridge Financial Services Group, Inc. 14 0,00 1 0,00
2026-04-14 13F Nbc Securities, Inc. 79 724 -7,03 6 597 -8,13
2026-05-01 13F 180 Wealth Advisors, Llc 3 620 -10,60 300 -11,80
2026-05-14 13F Laraway Financial Inc 4 467 0,74 370 -0,54
2026-04-17 13F Bell Investment Advisors, Inc 36 0,00 3 0,00
2026-01-15 13F Columbus Macro, LLC 0 -100,00 0
2026-04-09 13F Praetorian Wealth Management, Inc. 4 479 -12,19 372 -13,11
2026-05-07 13F Ironwood Investment Counsel, LLC 28 360 1,26 2 347 0,04
2026-05-12 13F Callahan Advisors, LLC 2 822 -3,36 233 -4,51
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-04-24 13F Axis Wealth Partners, LLC 6 583 -0,41 545 -1,63
2026-04-15 13F Valley National Advisers Inc 36 0,00 0
2026-05-11 13F Smith Partners Wealth Management, LLC 16 870 70,20 1 396 68,07
2026-02-17 13F Capitolis Liquid Global Markets LLC 1 008 300 84 445
2026-04-14 13F Wealthcare Advisory Partners LLC 8 093 5,28 670 4,04
2026-05-01 13F Valmark Advisers, Inc. 3 474 287
2026-04-16 13F First Merchants Corp 4 375 0,00 362 -1,09
2026-05-07 13F Pillar Financial Advisors, LLC 805 -42,50 67 -43,59
2026-04-06 13F Rosenberg Matthew Hamilton 474 468 6,11 39 262 4,85
2026-05-04 13F Legacy Financial Group LLC 183 786 1,28 15 208 0,36
2026-05-05 13F Cherry Tree Wealth Management, LLC 873 223,33 72 227,27
2026-05-15 13F Shufro Rose & Co Llc 139 572 1,19 11 550 -0,02
2026-05-11 13F Pathstone Holdings, LLC 61 639 5,89 5 101 4,62
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-05-15 13F Larson Financial Group LLC 628 0,16 52 -1,92
2026-04-27 13F Sound Income Strategies, LLC 6 846 25,75 565 23,68
2026-04-14 13F XY Planning Network, Inc. 209 677 12,31 17 303 10,66
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-15 13F Trust Co Of Toledo Na /oh/ 525 110,00 43 115,00
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 4 966 0,00 411 -1,20
2026-04-28 13F Encompass More Asset Management 13 080 1 082
2026-05-04 13F Chicago Partners Investment Group LLC 21 827 -19,16 1 818 -19,70
2026-04-28 13F Integral Investment Advisors, Inc. 10 575 0,00 875 -1,13
2026-04-08 13F RoundAngle Advisors LLC 28 497 6,22 2 358 4,99
2026-05-15 13F DT Investment Partners, LLC 0 -100,00 0
2026-04-29 13F/A Salem Investment Counselors Inc 454 38
2026-05-06 13F Hartland & Co., LLC 1 869 -23,02 155 -24,14
2026-05-05 13F Wealthfront Advisers Llc 6 762 049 22,71 559 560 21,24
2026-04-27 13F Counterweight Ventures, LLC 71 075 16,22 5 881 14,84
2026-04-07 13F Howard Financial Services, Ltd. 9 447 782
2026-05-15 13F SIMA Wealth Partners, LLC 75 0,00 6 0,00
2026-05-12 13F Marion Wealth Management 483 527 22,61 40 012 20,94
2026-05-13 13F Adviser Investments LLC 14 231 -85,08 1 178 -85,26
2026-05-14 13F Us Bancorp \de\ 26 059 -14,16 2 156 -15,18
2026-04-08 13F Gladwyn Financial Advisors, Inc. 53 765 2,88 4 449 1,67
2026-04-23 13F Fortune Financial Group, Inc. 7 323 0,00 606
2026-04-13 13F Perennial Advisors, LLC 50 800 3,59 4 204 2,36
2026-05-27 13F Westshore Wealth, LLC 11 779 30,08 975 28,50
2026-05-14 13F Evergreen Capital Management Llc 200 257 52,93 16 571 51,11
2026-04-15 13F 21 West Wealth Management LLC 55 940 6,63 4 629 5,37
2026-05-14 13F We Are One Seven, LLC 51 942 -3,94 4 298 -5,08
2026-02-12 13F FineMark National Bank & Trust 113 759 107,92 9 527 107,06
2026-04-27 13F Thrive Capital Management, LLC 34 899 2,27 2 888 1,05
2026-05-14 13F Prudential Plc 17 476 776 1 446 203
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-07 13F Facet Wealth, Inc. 2 000 034 8,77 165 503 7,27
2026-04-15 13F Merit Financial Group, LLC 66 670 3,14 5 517 1,90
2026-04-22 13F TBH Global Asset Management, LLC 18 514 1 532
2026-02-12 13F Planning Project LLC 15 225 1 275
2026-04-10 13F Finivi Inc. 123 196 24,43 10 194 22,94
2026-04-27 13F Exencial Wealth Advisors, Llc 232 087 3,74 19 205 2,50
2026-04-10 13F Abound Wealth Management 5 0
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 40 902 -0,35 3 385 -1,54
2026-05-11 13F Wealth Dimensions Group, Ltd. 3 084 0,00 255 -1,16
2026-04-08 13F Mma Asset Management Llc 72 079 29,21 5 965 27,68
2026-04-30 13F Private Trust Co Na 14 349 6,40 1 187 5,14
2026-05-04 13F Rps Advisory Solutions Llc 0 -100,00 0
2026-04-17 13F Nottingham Advisors, Inc. 31 670 0,00 2 621 -1,21
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 9 912 0,00 820 -1,20
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-01 13F Connecticut Wealth Management, LLC 13 671 1 131
2026-05-14 13F Galvin, Gaustad & Stein, LLC 75 119 -21,63 6 216 -22,56
2026-05-29 13F Asset Dedication, LLC 4 402 16 830,77 364 18 100,00
2026-04-22 13F Apollon Wealth Management, LLC 684 128 441,51 56 612 435,08
2026-02-12 13F Prudent Man Investment Management, Inc. 0 -100,00 0
2026-04-23 13F Granite Harbor Advisors, Inc. 0 -100,00 0
2026-05-06 13F Zhang Financial LLC 4 870 5,98 403 4,69
2026-04-09 13F IFG Advisors, LLC 0 -100,00 0
2026-04-14 13F Pictet North America Advisors SA 33 400 -47,17 2 764 -47,81
2026-05-04 13F Archer Investment Corp 1 420 9,06 118 7,34
2026-05-14 13F Peak Asset Management, LLC 0 -100,00 0
2026-04-21 13F Falcon Wealth Planning 8 436 -2,93 698 -3,99
2026-02-06 13F Orin Green Financial, LLC 0 -100,00 0
2026-05-14 13F Level Four Advisory Services, Llc 75 050 7,90 6 210 6,61
2026-04-29 13F Odyssey Capital Advisors, Inc. 17 566 -3,07 1 454 -4,22
2026-04-22 13F Accretive Wealth Partners, LLC 14 038 -0,43 1 162 -1,61
2026-05-08 13F Wealthedge Investment Advisors, Llc 54 779 136,34 4 533 133,49
2026-04-13 13F Farrell Financial LLC 102 555 10,00 8 486 8,68
2026-04-17 13F Total Clarity Wealth Management, Inc. 3 789 14,61 314 13,41
2026-05-12 13F M&t Bank Corp 0 -100,00 0
2026-04-15 13F Iams Wealth Management, Llc 15 829 11,84 1 310 10,46
2026-05-08 13F Cornerstone Financial Management LLC 24 002 10,47 1 986 9,18
2026-02-11 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100,00 0
2026-04-22 13F Apollon Financial, LLC 21 160 15,86 1 751 14,52
2026-04-08 13F Sapient Capital Llc 6 552 542
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-05 13F Blue Water Asset Management 4 598 0,74 380 -0,52
2026-04-15 13F Redhawk Wealth Advisors, Inc. 25 104 -34,53 2 077 -35,32
2026-05-13 13F Alesco Advisors Llc 23 160 28,24 1 916 26,72
2026-05-07 13F CVS HEALTH Corp 60 000 4 965
2026-04-28 13F Sage Rhino Capital Llc 121 405 32,86 10 046 31,29
2026-05-06 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-04-29 13F/A True Link Financial Advisors, LLC 24 892 -26,55 2 060 -27,45
2026-04-10 13F Oxinas Partners Wealth Management LLC 5 494 4,87 455 3,65
2026-04-22 13F Yoder Wealth Management, Inc. 68 495 0,14 5 665 -1,05
2026-05-11 13F Umb Bank N A/mo 4 280 2,66 354 1,43
2026-01-22 13F Elm3 Financial Group, LLC 0 -100,00 0
2026-05-15 13F Wealth Management Nebraska 128 020 -9,01 10 594 -10,10
2026-04-16 13F Center For Asset Management LLC 24 734 6,25 2 047 4,98
2026-04-16 13F First Community Trust Na 283 23
2026-01-14 13F ORG Partners LLC 0 -100,00 0
2026-05-04 13F N.E.W. Advisory Services LLC 2 115 0,00 175 -1,13
2026-05-13 13F Edgemoor Investment Advisors, Inc. 2 952 244
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 320 075 74,86 26 486 72,78
2026-05-15 13F/A Independent Financial Group, Llc 34 239 45,08 2 833 43,37
2026-04-29 13F Greenwood Capital Associates Llc 4 386 0,00 363 -1,36
2026-05-01 13F Keener Financial Planning LLC 7 604 -2,59 1
2026-05-14 13F Orion Capital Management LLC 677 0,00 56 0,00
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 106 0,95 9 0,00
2026-05-04 13F Fortress Financial Solutions, LLC 104 195 5,32 8 622 4,07
2026-05-04 13F Heritage Wealth Architects, Inc. 0 -100,00 0
2026-05-07 13F Cutler Investment Counsel Llc 2 916 241
2026-04-10 13F Perfromance Wealth Partners, LLC 2 980 4,01 247 2,93
2026-05-05 13F Evergreen Advisors, LLC 614 910 5,34 50 884 4,09
2026-02-17 13F SageView Advisory Group, LLC 48 987 -0,57 4 103 -1,01
2026-05-14 13F Claudia M.p. Batlle, Crp (r) Llc 3 484 31,42 288 29,73
2026-04-21 13F Venturi Wealth Management, LLC 491 605 7 037,12 40 680 6 962,50
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-04-28 13F SBI Securities Co., Ltd. 7 935 17,26 657 15,90
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-07 13F Scarborough Advisors, LLC 95 -13,64 8 -22,22
2026-04-21 13F International Private Wealth Advisors LLC 7 354 -3,24 609 -4,40
2026-05-12 13F Bnp Paribas 190 001 19 000 000,00 15 723
2026-05-13 13F Measured Wealth Private Client Group, LLC 42 0,00 3 0,00
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-05-12 13F Aspiriant, Llc 2 749 227
2026-05-13 13F Lloyd Advisory Services, LLC. 43 4
2026-05-13 13F Principal Securities, Inc. 181 984 0,45 15 059 -0,75
2026-04-08 13F West Financial Advisors, LLC 257 997 1,06 21 349 -0,14
2026-04-24 13F Key FInancial Inc 7 557 21,99 625 20,66
2026-04-21 13F Fullerton Advisors, LLC 8 169 -1,08 676 -2,32
2026-04-22 13F Networth Advisors, LLC 36 0,00 3 -33,33
2026-05-11 13F Howard Wealth Management, Llc 5 572 19,60 461 18,21
2026-05-15 13F Equitable Holdings, Inc. 1 579 346 8,48 185 845 52,42
2026-05-13 13F Laffer Investments 0 -100,00 0
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Trilogy Capital Inc. 9 106 9,58 754 8,35
2026-04-23 13F Willis Johnson & Associates, Inc. 2 541 210
2026-05-06 13F Sentinus, LLC 40 542 1,51 3 355 0,30
2026-04-08 13F Dynamic Advisor Solutions LLC 106 224 7,37 8 790 6,10
2026-04-28 13F Busey Wealth Management 903 265 5,07 74 745 3,82
2026-05-06 13F AXS Investments LLC 0 -100,00 0 -100,00
2026-05-05 13F Golden Bell Financial Planning LLC 68 324 4,58 5 654 3,33
2026-05-15 13F Ancora Advisors, LLC 7 665 29,02 634 27,57
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 225 0,00 19 0,00
2026-05-14 13F Horizon Investments, LLC 73 718 1 413,72 6 051 1 386,49
2026-05-08 13F Mosaic Financial Group, Llc 8 200 0,07 1
2026-02-18 13F Grand Central Investment Group 0 -100,00 0
2026-04-24 13F Capital Asset Advisory Services LLC 10 571 4,38 883 3,76
2026-05-05 13F PFG Advisors 68 824 -59,28 5 695 -59,76
2026-01-29 13F Vanguard Group Inc 1 015 034 6 630,99 85 009 6 604,18
2026-04-15 13F Paragon Capital Management Ltd 4 654 385
2026-05-11 13F Condor Capital Management 7 715 0,22 638 -0,93
2026-04-21 13F Powers Advisory Group, LLC 183 084 11,40 15 150 10,07
2026-05-08 13F Moors & Cabot, Inc. 16 064 10,34 1 329 9,02
2026-05-11 13F Founders Financial Alliance, LLC 2 886 239
2026-04-22 13F Continuum Advisory, LLC 3 279 -0,88 271 -2,17
2026-05-01 13F American Trust 5 296 -3,06 438 -4,16
2026-04-20 13F Breakwater Capital Group 44 146 3,24 3 653 2,01
2026-04-30 13F Titleist Asset Management, Llc 38 500 11,14 3 186 9,79
2026-05-14 13F Rialto Wealth Management, LLC 55 056 -2,18 4 556 -3,35
2026-04-14 13F Opal Wealth Advisors, LLC 517 43
2026-04-29 13F Clearwave Capital, LLC 2 422 0,50 200 -0,50
2026-05-15 13F Hayek Kallen Investment Management 4 354 0
2026-04-17 13F BAM Wealth Management, LLC 17 686 -5,25 1 464 -6,40
2026-01-16 13F Keystone Financial Group, Inc. 0 -100,00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 150 297 1,95 12 437 0,74
2026-05-12 13F Ausdal Financial Partners, Inc. 10 403 5,95 861 4,62
2026-05-13 13F Bank Of Montreal /can/ 595 579 -3,97 49 284 -5,11
2026-05-05 13F LFA - Lugano Financial Advisors SA 1 441 0,00 118 -1,67
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 606 886 14,16 50 220 12,80
2026-05-06 13F Topel & Distasi Wealth Management, LLC 27 975 4,66 2 315 3,40
2026-02-13 13F Pine Valley Investments Ltd Liability Co 21 514 -0,02 1 802 -0,44
2026-04-21 13F AA Financial Advisors, LLC 110 098 -9,40 9 111 -10,48
2026-04-24 13F Lynx Investment Advisory 4 370 362
2026-02-02 13F TCI Wealth Advisors, Inc. 0 -100,00 0
2026-05-15 13F Magnolia Capital Advisors Llc 3 707 -29,34 307 -30,30
2026-04-20 13F Cherrydale Wealth Management, Llc 49 502 40,90 4 096 39,23
2026-01-30 13F Pvg Asset Management Corp 9 252 775
2026-04-21 13F OneAscent Financial Services LLC 160 173 36,89 13 254 35,26
2026-05-13 13F/A Jpmorgan Chase & Co 52 983 058 3,27 4 360 506 1,48
2026-04-30 13F Elevated Capital Advisors, LLC 553 -16,72 46 -18,18
2026-04-29 13F Nilsine Partners, LLC 3 436 0,00 285 -0,70
2026-05-15 13F First Manhattan Co 80 497 61,79 6 661 59,89
2026-05-07 13F Allen Investment Management LLC 395 237 -8,28 32 706 -9,38
2026-04-10 13F Pure Financial Advisors, Inc. 36 036 2 982
2026-05-14 13F Coastal Bridge Advisors, LLC 33 955 11,69 2 810 10,33
2026-05-15 13F Brooks, Moore & Associates, Inc. 41 665 -0,71 3 448 -1,91
2026-05-05 13F Allspring Global Investments Holdings, LLC 2 710 658 147,43 224 226 144,39
2026-04-02 13F Ares Financial Consulting, LLC 0 -100,00 0
2026-04-16 13F Security National Bank 2 850 -24,00 236 -25,16
2026-04-20 13F L.K. Benson & Company, P.C. 6 166 100,59 510 98,44
2026-05-13 13F Buckingham Strategic Partners 86 354 7 146
2026-05-11 13F Nomura Asset Management Co Ltd 3 518 0,00 291 -1,02
2026-04-08 13F Nestegg Advisors, Inc. 4 482 -13,06 371 -14,15
2026-04-30 13F Sequoia Financial Advisors, LLC 182 338 -0,98 15 088 -2,16
2026-05-05 13F Noesis Capital Mangement Corp 14 065 14,53 1 164 13,13
2026-05-01 13F Carnegie Capital Asset Management, LLC 41 641 32,25 3 446 30,64
2026-05-12 13F Summit Trail Advisors, Llc 0 -100,00 0
2026-01-26 13F Discipline Wealth Solutions, LLC 0 -100,00 0
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 8 736 0,75 723 -0,55
2026-05-13 13F American Financial Advisors, LLC 415 601 -0,02 34 391 -1,22
2026-05-01 13F Emerald Investment Partners, Llc 2 439 -0,61 202 -1,95
2026-05-12 13F Invesco Ltd. 73 137 -2,02 6 052 -3,18
2026-05-12 13F Jane Street Group, Llc 1 452 302 284,55 120 178 279,96
2026-05-12 13F Jane Street Group, Llc Put 5 500 455
2026-04-21 13F Long Island Wealth Management, Inc. 6 048 -18,52 500 -19,48
2026-05-15 13F National Bank Of Canada /fi/ 67 433 -94,77 5 579 -94,83
2026-05-12 13F Jane Street Group, Llc Call 15 800 464,29 1 307 458,55
2026-05-12 13F/A Bellecapital International Ltd. 17 321 -11,74 1 433 -12,78
2026-05-14 13F Endeavor Private Wealth, Inc. 0 -100,00 0
2026-04-15 13F Fifth Third Securities, Inc. 34 063 10,86 2 819 9,52
2026-05-08 13F Middleton & Co Inc/ma 2 875 0,00 238 -1,25
2026-04-21 13F MBE Wealth Management, LLC 46 782 0,00 3 871 -1,17
2026-05-07 13F VisionPoint Advisory Group, LLC 5 541 18,70 459 17,44
2026-05-15 13F Tudor Investment Corp Et Al 38 765 3 208
2026-04-21 13F Marietta Wealth Management, LLC 47 785 2,84 3 954 1,62
2026-05-15 13F Fairview Capital Investment Management, Llc 18 444 -0,54 1 526 -1,74
2026-01-12 13F AllSquare Wealth Management LLC 11 346 0,00 954 1,49
2026-04-20 13F Auour Investments LLC 70 628 0,77 5 844 -0,43
2026-05-15 13F Old Mission Capital Llc 1 245 551 476,46 103 069 469,60
2026-05-12 13F Greenwich Wealth Management LLC 27 697 -4,48 2 0,00
2026-05-06 13F German American Bancorp, Inc. 37 543 -6,99 3 107 -8,11
2026-04-13 13F Garrett Investment Advisors LLC 73 789 8,58 6 106 7,29
2026-04-16 13F Toth Financial Advisory Corp 3 000 0,00 248 -1,20
2026-04-17 13F Buffalo Business & Estate Services Ltd 1 629 062 0,82 134 805 -0,39
2026-04-21 13F Vise Technologies, Inc. 352 454 0,00 29 518 0,00
2026-04-23 13F First Pacific Financial 75 273 1,18 6 229 -0,03
2026-05-14 13F One William Street Capital Management, L.p. 71 700 5 933
2026-04-07 13F Park Avenue Securities Llc 320 710 36,93 27 36,84
2026-05-12 13F First American Trust, Fsb 86 184 -5,58 7 132 -6,71
2026-05-01 13F Strategic Wealth Advisors LLC 138 0,00 0
2026-05-11 13F Valpey Financial Services, LLC 4 312 0,75 357 -0,56
2026-04-22 13F Aua Capital Management, Llc 7 765 -28,27 643 -29,14
2026-04-29 13F Sagace Wealth Management LLC 114 311 -4,47 9 459 -5,61
2026-04-17 13F Morris Financial Concepts, Inc. 27 343 13,56 2 263 12,20
2026-05-04 13F Bedel Financial Consulting, Inc. 4 978 9,87 412 8,44
2026-05-14 13F Aries Wealth Management 47 207 -0,44 3 906 -1,61
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-04-14 13F Moller Financial Services 6 350 0,59 525 -0,57
2026-04-08 13F Archer Investment Management, LLC 5 478 453
2026-05-14 13F Brown Brothers Harriman & Co 450 29,68 37 27,59
2026-05-11 13F Strategic Wealth Designers 479 047 1,26 39 641 0,05
2026-05-12 13F Disciplined Investors, L.L.C. 4 918 0,20 407 -1,22
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 59 545 17,57 4 927 16,18
2026-04-28 13F TritonPoint Partners, LLC 8 688 719
2026-05-15 13F Vestmark Advisory Solutions, Inc. 419 322 22,11 34 699 20,65
2026-04-15 13F Compagnie Lombard Odier SCmA 20 836 -24,17 1 724 -25,08
2026-04-23 13F Bigelow Investment Advisors, LLC 23 491 11,92 1 944 10,59
2026-05-11 13F Godfrey Financial Associates, Inc. 4 421 0,71 366 -0,54
2026-05-14 13F Mason Investment Advisory Services, Inc. 4 517 0,58 374 -0,80
2026-04-10 13F Piscataqua Savings Bank 269 0,00 22 0,00
2026-05-11 13F REAP Financial Group, LLC 12 921 -2,05 1 069 -3,17
2026-05-14 13F Kilter Group LLC 1 366 630,48 113 653,33
2026-05-15 13F Peterson Wealth Management 184 551 15 272
2026-05-15 13F Segall Bryant & Hamill, Llc 192 607 16 021
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 5 586 0,00 462 -1,07
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 335 776 3,85 27 785 2,61
2026-04-21 13F Granite Islands Private Wealth, Llc 9 012 23,38 746 21,93
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1 391 592 1,53 115 154 0,31
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 15 543 0,00 1 286 -1,15
2026-02-02 13F Nicholas Hoffman & Company, LLC. 0 -100,00 0
2026-05-05 13F Northstar Financial Companies, Inc. 5 707 66,58 472 65,03
2026-04-10 13F Baker Tilly Financial, Llc 6 881 -0,30 569 -1,56
2026-05-12 13F Mitsubishi UFJ Trust & Banking Corp 385 230 0,00 31 878 -1,20
2026-05-07 13F Summit Global Investments 4 625 0,43 0
2026-04-24 13F Palouse Capital Management, Inc. 7 049 13,64 583 12,33
2026-05-11 13F Peak Retirement Planning, Inc. 3 630 44,05 300 42,18
2026-04-14 13F Capital Asset Managemnet, LLC 2 657 -0,67 220 -2,23
2026-04-22 13F Genesee Capital Advisors, LLC 16 160 -0,50 1 337 -1,69
2026-05-12 13F Frisco Financial Planning LLC 132 102 2,42 10 931 1,19
2026-02-06 13F Csenge Advisory Group 0 -100,00 0
2026-05-01 13F Trifecta Capital Advisors, LLC 107 0,00 9 0,00
2026-05-05 13F Capital Investment Advisory Services, LLC 1 375 -1,72 114 -3,42
2026-04-21 13F Rooted Wealth Advisors, Inc. 60 843 2,19 5 080 2,17
2026-04-10 13F Brucke Financial, Inc. 78 198 -10,28 6 471 -11,36
2026-05-14 13F Gwn Securities Inc. 11 474 152,68 949 149,74
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-12 13F Axos Invest Inc. 5 592 -29,58 463 -30,53
2026-05-13 13F Pioneer Family Office, LLC 121 112,28
2026-05-05 13F Beaumont Financial Advisors, LLC 3 935 -4,33 326 -5,52
2026-02-13 13F Cohen & Steers, Inc. 0 -100,00 0
2026-05-14 13F Jacobi Capital Management LLC 8 301 7,71 687 6,36
2026-04-27 13F HB Wealth Management, LLC 8 976 21,82 743 20,26
2026-05-08 13F TPG Financial Advisors, LLC 37 491 -3,46 3 102 -4,61
2026-04-13 13F Market Street Wealth Management Advisors Llc 59 430 -3,43 4 918 -4,60
2026-05-12 13F Anfield Capital Management, LLC 18 873 1 774,18 1 562 1 758,33
2026-04-29 13F KERR FINANCIAL PLANNING Corp 73 6
2026-01-05 13F Noble Wealth Management PBC 0 -100,00 0
2026-04-29 13F Cordatus Wealth Management LLC 8 137 -76,46 673 -76,75
2026-04-07 13F Farther Finance Advisors, LLC 78 495 18,82 6 477 17,08
2026-04-24 13F Severin Investments, LLC 46 867 317,75 3 878 312,99
2026-04-20 13F TFB Advisors LLC 5 135 -40,07 425 -40,86
2026-05-04 13F Sigma Planning Corp 68 066 5,15 5 632 3,04
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 7 812 -11,69 646 -12,70
2026-05-15 13F Peapack Gladstone Financial Corp 81 720 8,22 7 0,00
2026-04-29 13F Sigma Investment Counselors Inc 102 008 -7,88 8 441 -8,97
2026-01-30 13F BancorpSouth Bank 38 907 10,30 3 258 9,84
2026-05-08 13F Enhancing Capital LLC 4 083 0,05 338 -1,17
2026-02-11 13F Parallel Advisors, LLC 291 363 7,00 24 811 8,33
2026-05-08 13F Pnc Financial Services Group, Inc. 4 728 521 11,40 391 285 10,07
2026-04-21 13F PDS Planning, Inc 2 624 217
2026-05-04 13F Modus Advisors, LLC 38 558 11,86 3 191 10,53
2026-04-23 13F Mayflower Financial Advisors, LLC 22 423 0,07 1 856 -1,12
2026-05-15 13F Toroso Investments, LLC 410 448 29,82 33 840 27,80
2026-05-15 13F Cascades Capital Asset Management, LLC 7 596 629
2026-04-09 13F Epiq Partners, Llc 42 904 17,37 3 550 15,98
2026-05-12 13F Chapman Financial Group, Llc 622 39,15 51 37,84
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 153 942 12 739
2026-04-20 13F Sowell Financial Services LLC 87 155 -10,79 7 212 -11,84
2026-04-27 13F Osborne Partners Capital Management, Llc 88 291 1,38 7 306 0,18
2026-04-28 13F Titan Investment Management LLC 49 361 18,32 4 085 16,92
2026-04-30 13F Indivisible Partners 15 138 106,49 1 253 104,24
2026-04-29 13F Montag A & Associates Inc 92 730 166,21 7 673 163,04
2026-04-29 13F Your Advocates Ltd., LLP 0 -100,00 0
2026-04-24 13F United Community Bank 44 289 3 665
2026-05-11 13F Hall Capital Management Co Inc 253 594 6,00 21 010 4,86
2026-05-15 13F Keating Financial Advisory Services, Inc. 726 -28,19 60 -28,57
2026-04-27 13F Mount Yale Investment Advisors, LLC 405 333 25,13 33 541 23,64
2026-05-14 13F Zacks Investment Management 9 922 19,73 821 18,30
2026-04-13 13F LexAurum Advisors, LLC 94 173 39,42 7 793 37,16
2026-04-30 13F Millstone Evans Group, LLC 48 0,00 4 -25,00
2026-05-13 13F American Investment Services, Inc. 38 520 0,21 3 187 -0,99
2026-04-30 13F Petix & Botte Co 52 478 -53,85 8 772 -7,88
2026-05-08 13F Wilkerson Advisory Group LLC 132 51,72 11 42,86
2026-04-20 13F Gilbert Capital Group, Inc. 31 574 -4,08 2 613 -5,22
2026-04-21 13F Mendel Capital Management LLC 2 602 0,00 215 -1,38
2026-04-22 13F Old Point Trust & Financial Services N A 23 878 24,59 1 976 23,05
2026-05-07 13F Johnson Financial Group, Inc. 6 474 0,00 536 -1,29
2026-05-08 13F Vanguard Advisers Inc 2 940 243
2026-04-27 13F Tennessee Valley Asset Management Partners 11 739 25,27 971 23,85
2026-05-08 13F King Luther Capital Management Corp 2 984 14,11
2026-05-14 13F Cito Capital Group, LLC 4 000 0,00 0
2026-04-27 13F Revisor Wealth Management LLC 133 613 -1,85 11 054 -3,09
2026-04-14 13F USA Financial Portformulas Corp 2 103 174
2026-04-22 13F Foundation Wealth Management, LLC\PA 358 431 6,40 29 660 5,13
2026-05-07 13F Meeder Advisory Services, Inc. 61 140 9,55 5 059 8,24
2026-04-22 13F Investment Advisory Group, LLC 7 374 7,89 610 6,64
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 16 028 0,00 1 0,00
2026-05-11 13F Fortis Capital Management LLC 38 757 0,64 3 207 -0,56
2026-02-17 13F Boreal Capital Management LLC 0 -100,00 0
2026-04-06 13F Stableford Capital Ii Llc 5 887 16,53 487 15,13
2026-05-07 13F Legacy Wealth Managment, LLC/ID 106 37,66 9 33,33
2026-05-12 13F Orcam Financial Group 12 601 -25,51 1 043 -26,41
2026-04-24 13F Vision Capital Management, Inc. 7 789 -0,78 645 -1,98
2026-05-14 13F SWAN Capital LLC 50 795 -4,17 4 203 -5,32
2026-04-20 13F Provenance Wealth Advisors, LLC 0 -100,00 0
2026-05-21 13F Raab & Moskowitz Asset Management LLC 4 832 35,73 400 33,89
2026-05-14 13F CIBC World Markets Inc. 20 443 1 692
2026-04-10 13F Northside Capital Management, LLC 2 500 0,00 207 -1,44
2026-04-20 13F Jfs Wealth Advisors, Llc 9 416 0,00 779 -1,14
2026-04-21 13F Wallace Advisory Group, LLC 3 768 -6,25 312 -7,44
2026-02-13 13F Luminist Capital LLC 0 -100,00 0
2026-05-07 13F Van Strum & Towne Inc. 96 746 2,27 8 006 1,05
2026-05-11 13F Penserra Capital Management LLC 675 573 94,09 56 89,66
2026-04-15 13F Curran Financial Partners, LLC 145 227 196,03 12 018 192,53
2026-05-05 13F Keyvantage Wealth, Llc 266 114 6,50 22 021 5,22
2026-05-15 13F Breakwater Investment Management 2 155 -4,98 178 -5,82
2026-05-14 13F White Lighthouse Investment Management Inc. 192 316 -4,09 15 914 -5,23
2026-05-15 13F National Philanthropic Trust 9 757 0,00 807 -1,22
2026-02-05 13F Center for Financial Planning, Inc. 138 4,55 12 0,00
2026-05-05 13F UBS Group AG 4 866 484 19,28 402 702 17,85
2026-04-27 13F Evolution Wealth Management Inc. 1 222 0,00 101 -0,98
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 85 653 -3,01 7 088 -4,16
2026-05-07 13F Latigo Investments, LLC 86 019 0,00 7 118 -1,19
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0
2026-05-13 13F United Services Automobile Association 160 545 -7,71 13 285 -8,81
2026-05-15 13F Aqr Capital Management Llc 147 881 1,81 12 237 0,59
2026-05-15 13F/A Prepared Retirement Institute LLC 106 534 5,89 8 816 4,63
2026-05-15 13F Harbour Investments, Inc. 53 315 36,86 4 412 35,22
2026-04-15 13F Steinberganna Wealth Management 21 484 -15,81 1 778 -16,85
2026-04-22 13F Union Bancaire Privee, UBP SA 269 368 1,57 22 098 0,19
2026-04-20 13F Naples Global Advisors, Llc 18 082 -1,69 1 496 -2,86
2026-05-15 13F Ameriprise Financial Inc 11 520 160 62,51 954 441 60,77
2026-04-08 13F Capital Advisors Wealth Management, LLC 423 173 8,69 35 018 7,39
2026-05-11 13F Commerce Bank 182 445 184,83 15 097 181,45
2026-04-09 13F Meriwether Wealth & Planning, LLC 6 361 17,62 526 16,37
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-04-13 13F Buska Wealth Management, LLC 79 122 5,35 6 547 4,10
2026-05-05 13F Gould Asset Management Llc /ca/ 7 073 1,73 585 0,52
2026-04-28 13F Stratos Wealth Advisors, LLC 29 621 -11,49 2 451 -12,56
2026-04-16 13F Sweeney & Michel, Llc 9 385 0,78 781 -0,13
2026-04-20 13F Fiduciary Alliance LLC 7 399 -6,39 617 -6,81
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 2 732 226
2026-05-15 13F Point Nemo Capital, LLC 0 -100,00 0
2026-04-13 13F Cordant, Inc. 175 496 2,47 14 522 1,25
2026-04-28 13F Split Rock Private Trading & Wealth Management, LLC 2 665 7,03 221 5,77
2026-05-14 13F Ballast Financial Advisors LLC 12 312 8,80 1 019 7,50
2026-05-15 13F State of Tennessee, Treasury Department 2 923 588 0,30 241 927 -1,14
2026-02-17 13F Snowden Capital Advisors LLC 10 076 10,93 844 10,48
2026-05-15 13F Bragg Financial Advisors, Inc 227 644 2,31 18 838 1,09
2026-04-29 13F Strategic Blueprint, LLC 9 327 51,76 772 50,00
2026-04-30 13F Arista Wealth Management, LLC 590 068 2,23 48 828 1,01
2026-05-14 13F O'ROURKE & COMPANY, Inc 59 717 2,16 4 942 0,94
2026-05-14 13F Hara Capital LLC 525 43
2026-01-27 13F Q3 Asset Management 0 -100,00 0
2026-04-10 13F Novem Group 50 781 2,37 4 202 1,16
2026-04-24 13F Smithbridge Asset Management Inc/de 15 504 -63,98 1 283 -64,44
2026-04-22 13F Spire Wealth Management 11 050 -1,36 914 -2,56
2026-05-15 13F EFG International AG 5 794 -18,71 479 -19,63
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1 692 -20,68 140 -21,35
2026-04-13 13F St Germain D J Co Inc 160 405 -2,50 13 273 -3,66
2026-04-30 13F Kestra Advisory Services, LLC 156 500 3,94 12 950 2,70
2026-04-28 13F Bogart Wealth, LLC 2 401 182,47 199 178,87
2026-02-10 13F Calton & Associates, Inc. 0 -100,00 0
2026-05-06 13F Cedar Point Capital Partners, LLC 12 992 3,65 1 075 2,48
2026-05-18 13F Centaurus Financial, Inc. 19 272 60,29 2 0,00
2026-05-11 13F Salomon & Ludwin, LLC 30 0,00 2 0,00
2026-04-28 13F Kingswood Wealth Advisors, Llc 35 906 669,36 2 971 661,79
2026-05-12 13F One Capital Management, LLC 18 812 36,47 1 557 34,84
2026-05-13 13F Signature Equity Partners, LLC 1 274 619,77 105 650,00
2026-04-22 13F Hofer & Associates. Inc 51 409 3,05 4 254 1,82
2026-04-23 13F Drucker Wealth 3.0, LLC 55 295 0,27 4 576 -0,93
2026-05-05 13F Regions Financial Corp 56 589 9,13 4 683 7,83
2026-05-11 13F Rinkey Investments 17 569 13,86 1 454 12,46
2026-05-05 13F SOUTH STATE Corp 25 164 88,14 2 082 85,89
2026-04-13 13F IFP Advisors, Inc 123 530 81,86 10 222 79,71
2026-04-23 13F Equita Financial Network, Inc. 218 984 -1,57 18 121 -2,75
2026-05-04 13F Texas Yale Capital Corp. 3 159 0,10 261 -1,14
2026-05-13 13F Keystone Financial Group 7 122 2,59 589 1,38
2026-04-15 13F Gradient Capital Advisors, LLC 2 477 205
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 279 071 3,69 23 093 2,45
2026-04-21 13F Sandro Wealth Management LLC 22 840 -5,17 1 890 -6,35
2026-05-01 13F Strategic Financial Partners, Ltd. 40 998 3,55 3 393 2,32
2026-05-01 13F Financial Advisory Partners, Llc 644 294 0,68 53 315 -0,52
2026-04-29 13F Capstone Wealth Management Group, Llc 4 337 359
2026-05-11 13F Cascade Wealth Advisors, Inc 140 444 -3,40 11 641 -4,57
2026-04-21 13F Creekside Partners 3 046 0,73 252 -0,40
2026-05-04 13F Lifeworks Advisors, LLC 0 -100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 96 312 1,39 7 970 0,18
2026-04-24 13F Charter Oak Capital Management, LLC 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-15 13F Huntington National Bank 33 624 123 960 38,80
2026-04-20 13F Tranquility Partners, LLC 2 976 15,17 246 13,89
2026-05-07 13F AlTi Global, Inc. 12 400 -0,90 1 026 -2,01
2026-04-03 13F Coastline Trust Co 4 847 29,77 401 28,53
2026-05-14 13F HighPoint Advisor Group LLC 14 848 -4,05 1 229 -5,25
2026-04-14 13F Juncture Wealth Strategies, Llc 100 907 4,74 8 350 3,50
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 28 734 2,45 2 378 1,24
2026-04-20 13F McMahon Financial Advisors, LLC 100 503 1 130,45 8 317 1 115,79
2026-04-16 13F IVC Wealth Advisors LLC 8 858 -1,03 733 -2,14
2026-05-13 13F Mpwm Advisory Solutions, Llc 38 -62,38 3 -62,50
2026-05-14 13F Allworth Financial LP 62 287 -0,35 5 154 -1,53
2026-05-06 13F Cornerstone Planning Group LLC 200 -87,13 16 -87,69
2026-04-28 13F Atticus Wealth Management, Llc 5 041 0,76 417 -0,24
2026-04-15 13F Monument Capital Management 58 841 -4,26 4 869 -5,38
2026-05-12 13F Curio Wealth, Llc 92 50,82 8 40,00
2026-04-14 13F Arvest Investments, Inc. 72 319 3,56 5 984 2,33
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 10 724 0,85 887 -0,34
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 10 878 0,02 900 -1,32
2026-05-01 13F Diversify Advisory Services, LLC 3 899 -89,90 322 -90,05
2026-05-07 13F FourThought Financial Partners, LLC 7 903 0,00 654 -1,21
2026-05-11 13F First Financial Bankshares Inc 274 190 -0,05 22 689 -1,24
2026-05-15 13F Journey Retirement Planning & Investment Management Llc 0 -100,00 0
2026-04-22 13F Benchmark Financial, LLC 176 219 13,15 14 582 11,81
2026-05-11 13F TAGStone Capital, Inc. 217 792 2,94 18 022 1,72
2026-05-12 13F LeConte Wealth Management, LLC 15 691 6,14 1 298 4,85
2026-05-15 13F Smartleaf Asset Management LLC 1 756 1 250,77 145 1 340,00
2026-05-07 13F Carl P. Sherr & Co., LLC 37 191 0,05 3 078 -1,38
2026-05-13 13F McMill Wealth Management 53 646 -0,04 4 439 -1,22
2026-05-14 13F Greenline Wealth Management LLC 8 859 109,04 733 107,06
2026-05-15 13F Signal Tree Financial Partners Llc 44 481 3,55 3 681 2,31
2026-04-27 13F Iron Financial, LLC 3 285 -2,49 272 -3,90
2026-05-14 13F Nicolet Bankshares Inc 57 348 4 746
2026-05-06 13F Deutsche Bank Ag\ 50 356 -3,60 4 167 -4,76
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 24 118 1,56 1 996 0,35
2026-04-28 13F MBL Wealth, LLC 8 000 166,67 662 163,75
2026-05-11 13F Manchester Capital Management LLC 13 957 -19,82 1 155 -20,80
2026-05-13 13F Brinker Capital Investments, LLC 134 952 -23,20 11 167 -24,12
2026-05-15 13F Mercer Global Advisors Inc /adv 465 787 -11,97 38 544 -13,02
2026-04-17 13F Signal Advisors Wealth, LLC 54 684 64,54 4 525 62,59
2026-05-15 13F Glen Eagle Advisors, LLC 1 173 89,19 97 90,20
2026-04-24 13F BetterWealth, LLC 59 868 9,65 4 954 8,36
2026-04-22 13F Pinnacle Bancorp, Inc. 2 406 3,31 199 2,05
2026-05-07 13F REDW Wealth LLC 39 026 -2,55 3 229 -3,70
2026-04-13 13F/A Sunburst Financial Group, LLC 2 547 3,96 211 2,44
2026-05-12 13F Sfmg, Llc 2 480 0,00 205 -0,97
2026-05-14 13F American Family Investments, Inc. 2 756 420 125,01 228 094 122,33
2026-04-07 13F JBGlobal.com LLC 57 690 4 774
2026-05-14 13F VestGen Advisors, LLC 21 049 1 736
2026-05-15 13F Perennial Investment Advisors, LLC 7 770 -1,89 643 -3,17
2026-04-08 13F Sax Wealth Advisors, Llc 2 797 0,00 234 0,00
2026-05-04 13F Glassman Wealth Services 1 143 95
2026-05-08 13F Urban Financial Advisory Corp 1 889 -5,97 156 -7,14
2026-05-14 13F Baird Financial Group, Inc. 6 668 337 11,92 551 805 10,59
2026-05-15 13F Manufacturers Life Insurance Company, The 29 535 -0,04 2 444 -1,21
2026-05-05 13F Pacific Wealth Management 92 380 0,94 7 644 -0,26
2026-04-08 13F Stephens Group Asset Management, Llc 3 587 0,00 297 -1,33
2026-04-17 13F BCS Wealth Management 4 177 -49,46 346 -50,14
2026-05-12 13F Moneta Group Investment Advisors Llc 3 053 -25,15 253 -26,10
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-22 13F MFA Wealth Services 9 638 798
2026-04-21 13F Wealth Effects Llc 5 721 1,80 473 0,64
2026-05-11 13F Foundations Investment Advisors, LLC 319 243 15,80 26 417 14,42
2026-04-15 13F Websterrogers Financial Advisors, Llc 83 822 3,15 6 936 1,93
2026-05-07 13F Symetra Investment Management Co 3 133 225 259
2026-02-13 13F Cape Cod Five Cents Savings Bank 718 432 0,00 60 169 0,00
2026-05-06 13F Spartan Wealth Advisory Services LLC 74 183 6 139
2026-05-13 13F Archvest Wealth Advisors, Inc. 22 364 4,75 1 851 3,53
2026-04-29 13F Steele Capital Management, Inc. 710 291 0,43 58 777 -0,77
2026-04-24 13F Prospect Financial Services LLC 72 869 -3,34 6 030 -4,50
2026-05-07 13F Sage Financial Group Inc 7 471 0,00 618 -1,12
2026-04-15 13F Scott Capital Advisors, LLC 5 633 467
2026-05-13 13F Truvestments Capital Llc 80 7
2026-05-01 13F Sovran Advisors, LLC 58 986 5,01 4 887 3,63
2026-05-07 13F Little House Capital Llc 84 922 -0,93 7 027 -2,10
2026-04-20 13F Apella Capital, LLC 345 199 -4,34 28 817 -4,65
2026-04-28 13F Southern Michigan Bank & Trust 330 27
2026-05-07 13F Crewe Advisors LLC 93 118 0,15 7 706 -1,05
2026-04-09 13F Sanders Morris Harris Llc 28 069 2 323
2026-01-29 13F Comerica Bank 204 064 -5,21 17 090 -5,61
2026-04-17 13F Sovereign Financial Group, Inc. 6 604 -14,04 546 -15,09
2026-04-30 13F Hegarty Advisors, LLC 4 163 -2,41 345 -3,64
2026-04-21 13F Mesirow Financial Investment Management, Inc. 5 263 435
2026-05-11 13F Allianz Se 430 0,00 36 -2,78
2026-04-20 13F Longview Financial Advisors LLC 218 700 14,89 18 097 13,52
2026-05-13 13F 17 Capital Partners, Llc 3 849 18,32 319 16,91
2026-05-07 13F EPG Wealth Management LLC 194 0,00 16 0,00
2026-04-28 13F Indiana Trust & Investment Management CO 260 0,00 22 0,00
2026-05-08 13F Prime Capital Investment Advisors, LLC 17 739 10,18 1 468 8,83
2026-05-04 13F Lutz Financial Services LLC 3 607 -0,25 298 -1,32
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-05-04 13F Principal Financial Group Inc 83 401 -57,63 6 901 -58,14
2026-05-08 13F Dodds Wealth, LLC 685 118 5,15 56 694 3,89
2026-04-27 13F Transcendent Capital Group LLC 31 282 0,01 2 589 -1,18
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-04-23 13F Cornerstone Wealth Management, LLC 106 997 3,93 8 854 2,70
2026-04-27 13F 4wealth Advisors, Inc. 34 811 5,02 2 865 3,17
2026-04-27 13F Portland Financial Advisors Inc 3 837 318
2026-05-11 13F Integrity Alliance, Llc. 7 886 -78,65 653 -78,91
2026-04-27 13F Baer Investment Advisory LLC 2 487 206
2026-04-08 13F Pioneer Wealth Management Group 358 447 7,12 29 661 5,84
2026-05-04 13F Geneos Wealth Management Inc. 4 266 -4,80 353 -5,87
2026-05-15 13F Gateway Wealth Partners, LLC 19 632 276,96 1 625 272,48
2026-04-28 13F Altfest L J & Co Inc 7 686 0,00 636 -1,09
2026-05-07 13F Forum Finance Group S.A. 4 811 0
2026-05-12 13F Weik Capital Management 53 727 5,40 4 446 4,12
2026-05-14 13F Cambria Investment Management, L.P. 21 533 3,94 1 774 2,25
2026-05-06 13F Simon Quick Advisors, Llc 40 067 20,44 3 316 18,99
2026-05-01 13F Marks Wealth, LLC 0 -100,00 0
2026-04-08 13F Evanson Asset Management, LLC 6 753 -6,53 559 -7,77
2026-04-06 13F Highline Wealth Partners Llc 392 0,00 32 0,00
2026-02-13 13F Colony Group, LLC 2 201 696 65,40 184 365 64,67
2026-04-28 13F Canvas Wealth Advisors, LLC 0 -100,00 0
2026-05-27 13F Security Financial Services, INC. 6 330 6,62 524 5,23
2026-05-15 13F Bank Of America Corp /de/ 118 464 592 39,62 9 802 945 37,95
2026-04-22 13F BluePath Capital Management, LLC 5 535 458
2026-05-12 13F Bnp Paribas Arbitrage, Sa 401 571 221,16 33 230 217,35
2026-05-13 13F Davis R M Inc 6 000 11,69 496 10,47
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 483 643 2,72 40 021 1,50
2026-04-16 13F Sheets Smith Wealth Management 39 304 9,76 3 252 8,44
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-05-12 13F Insigneo Advisory Services, Llc 40 717 36,34 3 369 34,71
2026-05-15 13F TCG Advisory Services, LLC 6 568 -15,12 544 -16,20
2026-05-07 13F Oak Harbor Wealth Partners, Llc 2 743 68,80 227 66,18
2026-04-16 13F Clark Asset Management, LLC 6 400 -0,25 530 -1,49
2026-02-13 13F Sei Investments Co 46 017 3 854
2026-04-15 13F Uncommon Cents Investing LLC 18 923 53,72 1 566 51,94
2026-04-17 13F Summit Wealth Partners, LLC 18 738 -1,89 1 551 -3,06
2026-04-21 13F Laurel Oak Wealth Management, Llc 11 671 -14,82 966 -15,87
2026-05-05 13F Bluedoor Private Wealth, Llc 4 290 3,12 355 1,72
2026-05-12 13F Tme Financial, Inc. 26 585 -16,62 2 200 -17,64
2026-04-17 13F Guyasuta Investment Advisors Inc 2 425 201
2026-04-16 13F OxenFree Capital LLC 43 956 6,22 3 664 5,74
2026-04-07 13F Eastern Bank 4 673 144,15 387 141,25
2026-04-07 13F Cooper Financial Group 12 354 3,84 1 022 2,61
2026-04-24 13F Bull Street Advisors, LLC 46 876 2,30 4 0,00
2026-05-15 13F Nearwater Capital Markets, Ltd 0 -100,00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 2 115 0,00 175 -1,13
2026-05-14 13F Miller Capital Partners, Inc. 107 054 4,08 8 859 2,83
2026-05-15 13F Round Rock Advisors, LLC 10 238 0,06 847 -1,05
2026-04-29 13F Garde Capital, Inc. 9 299 769
2026-04-15 13F Third View Private Wealth, LLC 0 -100,00 0
2026-04-27 13F Altus Wealth Group LLC 71 069 4,32 5 881 3,07
2026-04-06 13F CX Institutional 0 -100,00 0
2026-04-20 13F Morton Brown Family Wealth, LLC 162 814 4,92 13 473 3,67
2026-04-23 13F Oppenheimer & Co Inc 110 926 -0,48 9 179 -1,66
2026-05-14 13F EP Wealth Advisors, Inc. 162 580 205,54 13 454 201,91
2026-05-12 13F Great Diamond Partners, LLC 9 500 4,11 786 2,88
2026-04-23 13F Kagan Cocozza Asset Management 9 565 792
2026-05-13 13F BlackRock, Inc. 1 582 747 -0,76 130 972 -1,94
2026-01-16 13F Trust Co Of Vermont 1 934 16,65 162 15,83
2026-04-28 13F Tide Cove Capital Partners LLC 61 673 0,82 5 124 -0,14
2026-04-27 13F Carter Financial Group, INC. 8 352 -3,01 691 -4,16
2026-01-26 13F Ckw Financial Group 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 16 808 1,13 1 391 -0,07
2026-05-04 13F Nwam Llc 13 299 3,73 1 100 2,23
2026-05-13 13F Kingdom Financial Group LLC. 43 43,33 4 50,00
2026-05-27 13F Capasso Planning Partners LLC 66 201 3,91 5 478 2,68
2026-05-13 13F Natixis Advisors, L.p. 180 501 35,70 15 27,27
2026-03-04 13F Henson-Edgewater Management, LLC 30 072 2 519
2026-04-14 13F Davidson Capital Management Inc. 1 292 103 42,68 106 922 40,97
2026-05-15 13F Advisors Asset Management, Inc. 6 520 69,48 540 67,39
2026-05-06 13F Gs Investments, Inc. 22 2
2026-04-15 13F Silverlake Wealth Management Llc 11 683 967
2026-05-13 13F Fsb Premier Wealth Management, Inc. 3 597 -4,28 298 -5,41
2026-04-27 13F Appalachian Capital Management Ltd 34 121 -3,59 2 824 -4,72
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 12 475 1 029
2026-05-15 13F Tradition Wealth Management, LLC 7 504 -16,04 621 -17,11
2026-05-07 13F Lowe Brockenbrough & Co Inc 57 804 -2,20 4 783 -3,35
2026-05-15 13F JT Stratford LLC 121 106 4,45 10 022 3,20
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-04-17 13F High Net Worth Advisory Group LLC 13 011 -2,44 1 077 -3,67
2026-05-07 13F Rothschild Investment Llc 897 -9,39 74 -9,76
2026-04-10 13F Prosperity Planning, Inc. 752 0,80
2026-04-28 13F Belpointe Asset Management LLC 230 023 0,51 19 034 -0,69
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 3 564 1,31 295 0,00
2026-05-01 13F Harwood Advisory Group, LLC 107 9
2026-05-01 13F UNIVEST FINANCIAL Corp 3 306 -35,47 274 -36,36
2026-04-27 13F Integrity Wealth Partners, LLC 3 160 261
2026-05-11 13F Savvy Advisors, Inc. 7 702 1,89 637 0,63
2026-05-08 13F Firestone Capital Management 18 147 -4,31 1 502 -5,48
2026-05-13 13F Argent Trust Co 14 998 -6,09 1 241 -7,18
2026-04-20 13F Global Financial Private Client, LLC 20 512 -1,54 1 697 -2,69
2026-04-13 13F Massmutual Trust Co Fsb/adv 137 620 1,44 11 388 0,24
2026-04-17 13F Richards, Merrill & Peterson, Inc. 363 0,55 30 0,00
2026-04-09 13F Mechanics Bank Trust Department 66 347 205,90 5 490 202,31
2026-04-14 13F Nova Wealth Management, Inc. 175 14
2026-05-11 13F Partners in Financial Planning 97 374 3,77 8 058 2,53
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-22 13F Independence Asset Advisors, LLC 8 943 -40,20 740 -40,89
2026-04-15 13F Seacrest Wealth Management, Llc 2 652 -28,36 219 -29,35
2026-04-16 13F XML Financial, LLC 144 203 127,78 11 933 125,09
2026-05-01 13F Citizens Financial Group Inc/ri 3 238 268
2026-04-16 13F Vaughan Nelson Investment Management, L.p. 4 090 10,39 338 9,03
2026-05-14 13F Power Wealth Management Llc 268 566 0,03 22 224 -1,17
2026-05-27 13F Allen Capital Group, LLC 3 919 37,80 324 36,13
2026-05-15 13F Veridan Wealth LLC 58 672 2,51 4 855 1,29
2026-05-12 13F TIAA Wealth Investment Management LLC 2 461 203
2026-05-12 13F Atlantic Union Bankshares Corp 125 192 21,03 10 360 19,59
2026-04-27 13F Albion Financial Group /ut 122 110,34 10 150,00
2026-05-11 13F OpenArc Corporate Advisory, LLC 43 155 -11,43 3 571 -12,48
2026-04-10 13F Matrix Trust Co 171 935 -1,37 14 0,00
2026-05-08 13F Strategic Financial Services, Inc, 869 001 1,76 71 910 0,40
2026-04-24 13F Private Advisor Group, LLC 674 763 0,82 55 837 -0,38
2026-04-27 13F BIP Wealth, LLC 294 016 -18,51 24 330 -19,48
2026-05-07 13F Hanover Advisors Inc 3 751 0,00 310 -1,27
2026-04-28 13F BLB&B Advisors, LLC 3 177 263
2026-05-04 13F Mml Investors Services, Llc 240 457 -10,27 19 898 -11,34
2026-04-03 13F Hickory Point Bank & Trust 9 455 0,00 782 -1,14
2026-05-04 13F Legacy Capital Group California, Inc. 0 -100,00 0
2026-05-04 13F Wsfs Capital Management, Llc 54 253 17,02 4 489 15,64
2026-05-12 13F Bank of Jackson Hole Trust 341 54,30 28 55,56
2026-02-13 13F Fort Point Capital Partners LLC 0 -100,00 0
2026-04-30 13F Ibex Wealth Advisors 6 054 501
2026-05-01 13F New Republic Capital, LLC 23 -99,73 2 -99,86
2026-05-13 13F NFP Retirement, Inc. 42 969 2,03 3 556 0,82
2026-04-27 13F Insight Inv LLC 21 021 70,06 1 739 68,02
2026-05-05 13F Leo Wealth, LLC 9 115 7,46 754 6,20
2026-05-14 13F Integrity Financial Corp /WA 0 -100,00 0
2026-05-11 13F Rebalance, Llc 1 076 970 2,80 89 119 1,58
2026-05-15 13F Fmr Llc 78 743 21,81 6 516 20,36
2026-04-20 13F Verisail Partners, LLC 3 120 -9,33 258 -10,42
2026-04-24 13F National Asset Management, Inc. 11 609 -1,79 955 -3,54
2026-05-14 13F Dorsey & Whitney Trust CO LLC 3 835 317
2026-05-05 13F HC Advisors, LLC 3 828 0,00 317 -1,25
2026-04-09 13F CRA Financial Services, LLC 48 920 -1,16 4 048 -2,34
2026-04-20 13F LifeWealth Investments, LLC 0 -100,00 0
2026-05-18 13F Arkadios Wealth Advisors 24 518 11,97 2 029 10,64
2026-05-11 13F Newport Capital Group, LLC 3 446 16,11 285 14,92
2026-05-15 13F Man Group plc 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 1 986 532 -4,43 163 124 -6,31
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 196 0,00 16 0,00
2026-05-15 13F Advisor Group Holdings, Inc. 922 100 6,09 76 312 4,83
2026-04-13 13F Creative Financial Designs Inc /adv 139 747 1 901,82 11 564 1 880,14
2026-04-09 13F Wedmont Private Capital 22 780 3,63 1 891 2,49
2026-05-13 13F Ubs Asset Management Americas Inc 160 009 314,02 13 241 309,15
2026-05-12 13F PCM Encore, LLC 0 -100,00 0
2026-05-01 13F Fifth Third Bancorp 212 289 8 793,55 17 567 8 727,14
2026-04-24 13F Saxony Capital Management, LLC 3 167 262
2026-04-17 13F Novare Capital Management Llc 15 589 3,57 1 290 2,30
2026-04-17 13F AdvisorNet Financial, Inc 1 743 23,35 144 22,03
2026-05-12 13F Ameritas Advisory Services, LLC 44 668 -5,53 3 696 -6,64
2026-04-22 13F Capital Investment Management, Inc. 5 700 3,62 472 2,39
2026-04-22 13F Hurlow Wealth Management Group, Inc. 126 404 2,53 10 460 1,30
2026-04-17 13F RFG Advisory, LLC 5 216 106,74 432 104,27
2026-05-11 13F Fairscale Capital, LLC 1 184 0,00 98 -2,02
2026-04-28 13F W.H. Cornerstone Investments Inc. 72 779 -5,69 6 023 -6,82
2026-04-22 13F Janney Montgomery Scott LLC 1 215 856 -5,11 101 -6,54
2026-04-27 13F Td Private Client Wealth Llc 339 843 4,94 28 122 3,69
2026-04-30 13F Graetz Wealth LLC 82 378 -6,22 6 817 -7,34
2026-02-13 13F Neuberger Berman Group LLC 0 -100,00 0
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