GB:0LO6 / Vanguard Index Funds - Vanguard S&P 500 ETF – Własność instytucjonalna – Kupujący

Vanguard Index Funds - Vanguard S&P 500 ETF
GB ˙ LSE ˙ US9229083632
683,00 USD ↓ -13,73 (-1,97%)
2026-06-05
CENA AKCJI
Własność instytucjonalna i funduszowa – Kupujący

Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Index Funds - Vanguard S&P 500 ETF, to m.in Vanguard Global Advisers, LLC, Innovator Capital Management, LLC, Vanguard Advisers Inc, Tiaa-cref Individual & Institutional Services, Llc, Apollo Management Holdings, L.P., Vanguard National Trust Co, Strategic Investment Management, Llc, Royal Bank Of Canada, OFS Enterprise LLC, Alvarez & Marsal Private Wealth Partners, LLC, Royal Bank Of Canada, Banco BTG Pactual S.A., Sanchez Levi Garrett, Baer Investment Advisory LLC, Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management), Evergreen Wealth Solutions, LLC, Owl Creek Wealth Partners LLC, Tower Bridge Advisors, Envision Financial Transparency, LLC, i Intentional Wealth Strategies, LLC .

Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)		 Akcje Akcje; Δ 
(%)		 Zgłoszono
Wartość
($1000)		 Wartość; Δ 
(%)		 Przydział portu
(%)
2026-04-06 13F Trust Co of the South 71 613 5,45 42 792 0,48
2026-05-14 13F JHP Wealth Management, LLC 34 292 5,78 20 491 0,79
2026-05-15 13F Mcdonald Partners Llc 17 292 32,98 10 333 26,71
2026-05-13 13F Cynosure Management, Llc 70 735 6,54 42 268 1,52
2026-05-14 13F Roof Eidam & Maycock/adv 741 20,10 443 14,51
2026-04-06 13F CX Institutional 4 398 66,97 3 100,00
2026-04-28 13F Berger Financial Group, Inc Put 1 315 -16,15
2026-05-12 13F M Holdings Securities, Inc. 21 326 2,98 14 16,67
2026-05-13 13F Lynch Investment Planning, LLC 1 750 1,63 1 046 -3,15
2026-04-08 13F Cadent Capital Advisors, LLC 1 514 13,92 905 8,52
2026-05-06 13F World Equity Group, Inc. 7 320 0,52 4 375 -4,18
2026-04-16 13F Sterling Investment Counsel, LLC 2 405 119,03 1 437 127,73
2026-05-11 13F Jordan Park Group LLC 12 600 29,87 7 529 23,75
2026-04-07 13F Abner Herrman & Brock Llc 528 19,19 0
2026-05-14 13F Bollard Group LLC 8 744 29,10 5 25,00
2026-04-29 13F Ocean Capital Management, LLC 622 372
2026-04-21 13F Tenon Financial LLC 99 412 6,12 59 404 1,12
2026-05-14 13F Gts Securities Llc 73 438 79,31 43 884 70,86
2026-04-23 13F 3Chopt Investment Partners, LLC 91 667 7,83 54 776 2,74
2026-05-01 13F Lakeside Advisors, INC. 1 360 4,21 813 -0,73
2026-05-11 13F Alpha Financial Advisors, LLC 15 257 0,57 9 117 -4,17
2026-04-14 13F Global Trust Wealth Management LLC 381 12,06 228 6,57
2026-05-13 13F Signature Equity Partners, LLC 84 68,00 50 61,29
2026-01-22 13F AllGen Financial Advisors, Inc. 1 109 0,09 695 2,51
2026-04-08 13F Thompson Investment Management, Inc. 331 512,96 198 496,97
2026-05-12 13F Mainstay Capital Management Llc /adv 2 264 1 353
2026-04-20 13F Centennial Wealth Advisory LLC 599 25,05 358 19,33
2026-05-01 13F Warburton Capital Management, LLC 796 22,09 0
2026-04-13 13F Bannerman Wealth Management Group, Llc 794 474
2026-05-08 13F Retirement Planning Co of New England, Inc. 1 847 0,27 1 104 -4,42
2026-05-15 13F Flow Traders U.s. Llc 12 897 8
2026-05-04 13F Bleakley Financial Group, LLC 61 079 3,28 36 498 -1,59
2026-05-12 13F Daybright Advisory Services, Inc. 13 860 15,18 8 282 9,75
2026-05-14 13F Ted Buchan & Co 540 323
2026-04-15 13F Bright Futures Wealth Management, LLC. 376 13,94 225 8,74
2026-05-13 13F Lido Advisors, LLC Put 2 500 19,05 1 494 13,45
2026-05-01 13F Dumac, Inc. 1 056 580 42,04 631 359 35,34
2026-04-23 13F Lazari Capital Management, Inc. 1 232 28,47 736 22,46
2026-05-11 13F Strengthening Families & Communities, LLC 13 066 7 807
2026-04-24 13F Advanced Asset Management Advisors Inc 87 577 0,12 52 331 -4,60
2026-04-07 13F Heartwood Wealth Advisors LLC 1 112 0,27 664 -4,46
2026-04-21 13F Red Tortoise LLC 424 0,24 253 -4,53
2026-05-05 13F Legacy Advisors, LLC 50 360 116,03 30 093 105,84
2026-01-20 13F Austin Private Wealth, LLC 2 090 8,46 1 310 11,02
2026-04-16 13F Triad Wealth Partners, LLC 89 893 109,57 53 715 99,69
2026-04-09 13F Overbrook Management Corp 543 3,63 324 -1,22
2026-04-29 13F Sageworth Trust Co 402 887 8,04 240 745 2,94
2026-04-22 13F Romano Brothers And Company 47 424 1,73 28 338 -3,07
2026-05-15 13F White Knight Strategic Wealth Advisors, LLC 589 16,87 352 11,08
2026-05-06 13F Ceera Investments, Llc 9 540 5 701
2026-05-14 13F Select Asset Management & Trust 13 099 454,34 8 600,00
2026-05-12 13F Kmt Wealth Management, Llc 4 007 8,53 2 394 3,41
2026-05-04 13F Stirlingshire Investments, Inc. 736 36,04 440 29,79
2026-05-07 13F Richard C. Young & CO., LTD. 600 359
2026-05-15 13F Two Sigma Investments, Lp 4 765 124,76 2 847 114,22
2026-05-08 13F Burling Wealth Partners, Llc 17 327 23,52 10 354 17,69
2026-04-09 13F Peterson Wealth Advisors, LLC 2 205 1,57 1 317 -3,23
2026-04-21 13F Yardley Wealth Management LLC 491 3,37 293 -1,35
2026-05-11 13F Elevation Wealth Management LLC 1 073 21,11 641 15,32
2026-05-12 13F Focused Alpha, Llc 1 438 26,36 859 20,48
2026-05-05 13F BCGM Wealth Management, LLC 10 889 0,91 6 507 -3,86
2026-05-15 13F Larch Capital Partners Llc 1 614 965
2026-05-12 13F Alaethes Wealth LLC 3 668 1,35 2 192 -3,44
2026-04-21 13F Morey & Quinn Wealth Partners, LLC 3 263 15,91 1 950 10,42
2026-04-29 13F Invested Advisors 823 14,62 492 9,11
2026-05-12 13F BlackDiamond Wealth Management Inc. 2 655 1,26 1 586 -5,20
2026-04-28 13F Fortis Capital Advisors, LLC 9 756 12,60 5 830 7,29
2026-04-22 13F Stone House Investment Management, LLC 562 129,39 336 118,95
2026-05-07 13F D'Orazio & Associates, Inc. 12 770 3,48 7 631 -1,41
2026-02-10 13F Platform Wealth Management, LLC 1 187 745
2026-04-21 13F Willow Financial LLC 1 877 1,08 1 122 -3,69
2026-05-14 13F Stonebridge Capital Advisors LLC 5 146 9,00 3 075 3,85
2026-05-07 13F Agf Management Ltd 204 826 2,11 122 394 -2,71
2026-05-14 13F Permanent Capital Management, LP 246 616 0,45 162 910 5,80
2026-05-13 13F Tobias Financial Advisors, Inc. 843 26,77 504 20,91
2026-05-15 13F CSM Advisors, LLC 19 706 0,19 12 -8,33
2026-04-13 13F Robinhood Asset Management, LLC 4 267 56,41 2 550 49,12
2026-04-30 13F Beacon Financial Group 1 562 7,95 934 2,87
2026-05-05 13F Plante Moran Financial Advisors, LLC 1 459 078 3,73 871 872 -1,16
2026-04-21 13F Trevian Wealth Management LLC 151 783 4,70 90 700 -0,24
2026-04-20 13F Ritholtz Wealth Management 38 368 117,70 22 927 107,44
2026-04-17 13F Murphy & Mullick Capital Management Corp 1 336 78,37 798 70,15
2026-04-16 13F Rockland Trust Co 18 519 1,44 11 066 -3,35
2026-05-15 13F Amussen Hunsaker Associates Llc 719 1,41 430 -3,38
2026-05-14 13F BTG Pactual Asset Management US LLC 174 352 104 184
2026-05-06 13F HighMark Wealth Management LLC 16 511 5,27 9 830 -0,07
2026-04-22 13F Avalon Advisory Group 1 387 0,80 829 -4,06
2026-04-15 13F Cypress Wealth Services, LLC 14 784 8,64 8 834 3,52
2026-04-16 13F Solitude Financial Services 636 409
2026-05-11 13F First National Bank Of Omaha 61 002 10,37 36 385 4,92
2026-04-13 13F Whalen Wealth Management Inc. 2 893 152,88 1 729 141,00
2026-05-06 13F Quadrant Private Wealth Management, LLC 4 492 4,71 2 684 -0,22
2026-05-07 13F Commonwealth Financial Services, LLC 552 18,45 330 12,67
2026-05-11 13F Retirement Solution Inc. 3 145 27,22 1 879 21,23
2026-04-22 13F Coston, McIsaac & Partners 2 245 8,51 1 0,00
2026-05-08 13F Guidance Capital, Inc 493 0,82 328 5,81
2026-04-10 13F Tounjian Advisory Partners, Llc 832 0,24 498 -4,42
2026-04-21 13F Compass Planning Associates Inc 2 342 37,76 1 399 31,24
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 2 930 0,31 1 751 -4,42
2026-05-12 13F Werba Rubin Papier Wealth Management 10 438 7,18 6 237 2,13
2026-04-23 13F Impact Partnership Wealth, LLC 1 841 10,31 1 100 5,07
2026-04-22 13F Traphagen Investment Advisors Llc 24 064 0,21 14 380 -4,52
2026-05-04 13F Calamos Advisors LLC 14 062 8 403
2026-04-29 13F Advance Capital Management, Inc. 4 917 4,17 2 938 -0,74
2026-04-22 13F Ohio National Investments, Inc. 956 800 6,91 571 736 1,86
2026-04-09 13F Clarity Capital Advisors, LLC 13 683 11,25 8 176 6,00
2026-05-13 13F Allred Capital Management, LLC 1 958 1,40 1 170 -3,31
2026-05-11 13F Fairfield University 271 653 0,32 162 326 -4,41
2026-04-20 13F Minichmacgregor Wealth Management, Llc 641 64,78 383 56,97
2026-04-09 13F Tompkins Financial Corp 53 737 3,59 32 111 -1,30
2026-04-13 13F BFI Infinity Ltd. 3 222 7,94 1 925 2,89
2026-04-29 13F Strategic Financial Group, LLC 23 544 14 069
2026-04-09 13F Rockingstone Advisors LLC 2 244 9,78 1 341 4,61
2026-05-15 13F Quantinno Capital Management LP 688 106 10,84 411 178 5,61
2026-04-23 13F Foronjy Financial Llc 590 0,17 353 -4,61
2026-05-11 13F Convergence Financial, LLC 1 804 115,79 1 086 107,06
2026-05-01 13F Luminvest Wealth Management LLC 23 325 3,58 14 413 2,07
2026-05-14 13F Tempo Wealth, LLC 11 883 2,48 7 101 -2,35
2026-04-07 13F Bath Savings Trust Co 12 371 37,50 7 392 31,02
2026-04-28 13F Kathmere Capital Management, LLC 14 429 2,48 8 622 -2,36
2026-04-13 13F Fiduciary Financial Group, Llc 3 147 17,82 1 880 12,24
2026-04-14 13F Searcy Financial Services Inc /adv 23 200 75,11 13 863 66,84
2026-04-21 13F Retirement Planning Group, Llc / Ny 1 552 1,11 928 -3,64
2026-04-28 13F PCG Wealth Advisors, LLC 1 211 0,58 724 -4,24
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1 115 21,72 1
2026-05-15 13F Empowered Funds, LLC 29 486 7,02 17 619 1,97
2026-05-04 13F Hexagon Capital Partners LLC 15 137 0,58 9 045 -4,15
2026-05-12 13F Pandi, LLC 1 003 284 1,71 599 512 -3,08
2026-05-13 13F Triumph Capital Management 2 433 23,19 1 454 17,37
2026-04-22 13F Riverbend Wealth Management, LLC 787 19,79 470 14,36
2026-05-13 13F Parkshore Wealth Management, Inc. 712 6,43 426 1,43
2026-05-12 13F Laurel Wealth Advisors LLC 4 336 3,34 2 940 11,71
2026-04-30 13F Summa Corp. 6 912 4 130
2026-05-14 13F 1832 Asset Management L.P. 944 93,84 564 84,92
2026-05-14 13F Gladstone Institutional Advisory LLC 95 230 6,46 56 905 1,43
2026-04-21 13F Trueblood Wealth Management, LLC 4 342 7,37 2 594 2,33
2026-05-12 13F Kuhn & Co Investment Counsel 427 0,47 255 -4,14
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 30 898 0,99 18 463 -3,77
2026-05-07 13F Fidato Wealth LLC 127 416 1,27 76 138 -3,51
2026-05-07 13F Green Square Capital Advisors Llc 363 479 1,67 217 197 -3,13
2026-05-11 13F Aprio Wealth Management, LLC 10 920 12,67 6 525 7,35
2026-05-13 13F Sagewood Asset Management LP 1 234 737
2026-05-15 13F Two Sigma Securities, Llc 9 535 5 698
2026-04-16 13F Strategic Advisory Partners, Llc 75 175 9,36 44 921 4,20
2026-04-28 13F Goldstein Advisors, LLC 581 77,13 347 69,27
2026-05-08 13F Riverwater Partners LLC 468 279
2026-05-13 13F Allie Family Office LLC 28 364 36,21 16 948 34,91
2026-04-21 13F GHP Investment Advisors, Inc. 5 921 1,44 3 538 -3,33
2026-05-12 13F Leavell Investment Management, Inc. 67 902 5,45 40 575 0,48
2026-04-16 13F Consolidated Planning Corp 1 823 1,73 1 089 -3,03
2026-04-27 13F Beacon Advisors Holdings, Llc 10 034 0,27 5 996 -4,46
2026-05-14 13F Trustmark National Bank Trust Department 3 102 7,63 1 854 2,55
2026-04-17 13F Hanson & Doremus Investment Management 3 466 0,32 2 0,00
2026-05-04 13F Wellington Shields Capital Management, LLC 13 663 57,15 8 164 49,74
2026-04-17 13F Krilogy Financial LLC 2 395 15,09 1 544 16,53
2026-05-15 13F Strive Financial Group ,LLC 17 951 17,37 10 727 11,83
2026-05-12 13F Independent Advisor Alliance 99 491 4 842,42 59 451 4 610,78
2026-04-21 13F Avaii Wealth Management, Llc 497 5,97 297 1,02
2026-05-12 13F Baldwin Investment Management, LLC 9 177 3,30 5 484 -1,58
2026-05-07 13F Wulff, Hansen & Co. 1 971 2,07 1 178 -2,73
2026-05-04 13F Cornerstone Advisory, LLC 1 217 7,22 727 2,25
2026-04-29 13F Clare Market Investments LLC 867 40,98 518 37,77
2026-04-20 13F Financial Enhancement Group LLC 15 764 22,43 10 290 26,80
2026-04-07 13F Agate Pass Investment Management, LLC 17 842 76,23 10 662 67,94
2026-05-06 13F Modera Wealth Management, LLC 29 286 1,72 17 500 -3,08
2026-05-01 13F Mountain Hill Investment Partners Corp. 7 100 4 243
2026-04-23 13F Wheelhouse Advisory Group LLC 43 490 3,45 25 987 -2,15
2026-04-17 13F CENTRAL TRUST Co 110 474 14,82 66 014 9,41
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 7 918 0,47 4 732 -4,27
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 81 582 0,51 48 749 -5,90
2026-04-13 13F Cogent Private Wealth, Inc. 7 883 3,89 4 710 -1,01
2026-05-08 13F SHP Wealth Management 554 570 0,61 331 389 -4,14
2026-05-12 13F Bear Mountain Capital, Inc. 59 800 2,57 38 962 4,97
2026-04-16 13F Sunbeam Capital Management, LLC 30 979 2,00 18 511 -2,81
2026-04-09 13F Goelzer Investment Management, Inc. 2 137 16,97 1 277 11,34
2026-04-09 13F Victrix Investment Advisors 17 432 7,51 10 417 2,44
2026-04-29 13F SilverOak Wealth Management LLC 157 644 0,89 94 200 -3,87
2026-04-30 13F Costello Asset Management, INC 1 746 8,04 1 043 2,96
2026-05-14 13F Neuberger Berman Group LLC 764 533 8,97 456 847 3,83
2026-05-15 13F NorthRock Partners, LLC 588 417 6,14 351 609 1,14
2026-05-14 13F Manhattan West Asset Management, LLC 1 624 89,94 971 81,16
2026-04-22 13F Bravera Wealth 73 583 4,63 43 970 -0,30
2026-04-28 13F Core Wealth Advisors, Llc 443 0,23 265 -4,69
2026-05-15 13F JMN Financial LLC 6 000 14,31 3 586 8,90
2026-04-15 13F Occidental Asset Management, LLC 4 227 1,88 2 526 -2,96
2026-05-13 13F Fogel Capital Management, Inc. 412 4,04 246 -0,81
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 1 583 6,46 946 1,50
2026-04-30 13F Simplicity Wealth,LLC 96 791 1,83 57 838 -2,97
2026-05-05 13F West Paces Advisors Inc. 110 668 1,46 66 130 -3,32
2026-04-24 13F Optas, LLC 91 770 1,27 54 840 -3,51
2026-05-12 13F Bellwether Advisors, LLC 660 0,61 395 -4,14
2026-04-28 13F Pine Harbor Wealth Management, LLC 1 447 14,48 865 9,09
2026-04-27 13F Meredith Wealth Planning 5 217 0,35 3 118 -4,39
2026-05-08 13F Minot DeBlois Advisors LLC 8 748 26,36 5 228 20,41
2026-05-04 13F Oasis Advisors, LLC 25 989 3 306,16 12 481 2 511,09
2026-01-23 13F Bowman & Co S.C. 52 501 1,47 32 929 3,94
2026-04-20 13F Strategent Financial, LLC 50 142 4,46 29 963 -0,47
2026-05-15 13F Pettyjohn, Wood & White, Inc 13 841 1,43 8 271 -3,35
2026-04-01 13F Bangor Savings Bank 20 540 0,16 12 274 -4,56
2026-04-13 13F TradeWell Securities, LLC. 107 703 2,85 64 308 -2,08
2026-04-27 13F Sierra Summit Advisors Llc 5 724 3 420
2026-05-12 13F Tufton Capital Management 803 0
2026-04-20 13F Inscription Capital, LLC 3 940 74,65 2 354 66,48
2026-05-08 13F Marble Harbor Investment Counsel, LLC 15 670 0,15 9 364 -4,58
2026-05-14 13F Bank Of Korea 2 479 662 92,91 1 481 722 83,81
2026-05-22 13F Independent Wealth Advisors LLC 514 38,54 307 32,33
2026-05-15 13F Van Diest Capital, LLC 1 963 139,68 1 173 128,46
2026-05-08 13F Dash Acquisitions Inc. 3 674 62,93 2 394 68,28
2026-04-24 13F Financial Life Planners 701 0,14 419 -4,56
2026-05-11 13F WPWealth LLP 612 45,02 366 38,26
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 169 680 19,87 101 392 14,21
2026-05-12 13F E6 Portfolios, LLC 525 2,34 314 -2,49
2026-05-15 13F Pinney & Scofield, Inc. 186 0,54 111 -4,35
2026-05-15 13F FreeGulliver LLC 1 670 4,90 998 -0,10
2026-05-02 13F Genus Capital Management Inc. 9 406 11,76 5 621 6,50
2026-05-12 13F Anchor Capital Advisors Llc 3 664 43,52 2 189 36,73
2026-05-12 13F CIBC Bancorp USA Inc. 1 018 684 40 517,38 605 738 39 361,76
2026-04-24 13F Michels Family Financial, LLC 4 418 2,34 2 640 -2,48
2026-04-16 13F Blue Zone Wealth Advisors, LLC 2 646 4,63 1 581 -0,32
2026-04-06 13F Hiley Hunt Wealth Management 362 0,56 216 -4,00
2026-05-12 13F Rather & Kittrell, Inc. 560 335
2026-04-28 13F Astoria Portfolio Advisors LLC. 329 216
2026-04-22 13F Englebert Financial Advisers, LLC 5 283 33,85 3 157 27,52
2026-05-13 13F Boston Family Office Llc 79 715 30,67 48 23,68
2026-04-29 13F Connable Office Inc 13 496 2,55 8 065 -2,29
2026-05-05 13F EnRich Financial Partners LLC 46 636 2,00 27 867 -2,81
2026-05-14 13F SlateStone Wealth, LLC 1 265 5,07 1
2026-05-08 13F Valeo Financial Advisors, LLC 115 393 8,23 68 953 3,12
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 19 131 15,85 11 432 10,38
2026-05-14 13F Bridgewater Advisors Inc. 19 142 2,96 13 063 11,47
2026-04-10 13F Impact Capital Partners LLC 2 612 117,30 1 561 107,17
2026-05-01 13F Pacific Asset Management, LLC 3 196 3,10 1 910 -1,75
2026-05-07 13F Rachor Investment Advisory Services, LLC 39 95,00 23 91,67
2026-05-11 13F Millennium Capital Advisors, LLC 1 532 0,26 915 -4,49
2026-04-22 13F Sterling Capital Management LLC 334 747 16,40 200 028 10,91
2026-05-12 13F Kovack Advisors, Inc. 56 278 30,57 33 812 25,09
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 1 780 1,25 1 064 -3,54
2026-05-14 13F Rockbridge Investment Management, LCC 11 042 0,10 6 598 -4,63
2026-05-12 13F Tiff Advisory Services Inc 44 435 26 552
2026-04-30 13F Hassell Wealth Management, LLC 2 804 0,04 1 676 -6,06
2026-05-12 13F Cheviot Value Management, LLC 5 079 22,68 3 035 14,62
2026-04-29 13F Richmond Investment Services, LLC 1 031 2,28 616 -2,54
2026-05-11 13F American Money Management, LLC 343 0,29 205 -4,67
2026-04-27 13F Strathmore Capital Advisors, Inc. 3 532 11,95 2 318 17,19
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 200 814 37,95 12 569 -3,50
2026-05-01 13F Avid Wealth Partners LLC 859 35,49 513 29,22
2026-04-13 13F Bouchey Financial Group Ltd 244 761 0,79 152 980 0,45
2026-04-17 13F LMG Wealth Partners, LLC 2 007 18,76 1 199 13,22
2026-04-21 13F Oak Wealth Advisors LLC 1 111 1,09 664 -3,77
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 3 238 3,75 1 935 -1,12
2026-04-22 13F Vicus Capital 27 239 13,73 16 276 8,37
2026-05-13 13F Cpwa, Llc 571 388
2026-05-01 13F Triton Wealth Management, PLLC 5 770 11,15 3 487 6,31
2026-04-15 13F Adamsbrown Wealth Consultants Llc 4 315 7,85 2 579 2,75
2026-05-07 13F Northwestern Mutual Wealth Management Co 2 887 575 7,66 1 725 471 2,58
2026-02-03 13F Vantage Financial Partners, LLC 4 011 0,15 2 515 2,57
2026-04-27 13F Navigate Wealth Management, LLC 17 044 11 032
2026-04-09 13F Avenue 1 Advisors, LLC 4 759 2,92 2 844 -1,93
2026-05-06 13F Bartlett & Co. Wealth Management Llc 358 971 6,81 236 966 12,43
2026-05-01 13F Summit Financial Strategies, Inc. 17 039 14,98 10 182 9,56
2026-04-28 13F Tempus Wealth Planning, LLC 444 6,99 266 1,92
2026-05-14 13F Diversified Enterprises, LLC 4 489 3,46 2 682 -1,43
2026-05-04 13F Integrity Wealth Solutions LLC 5 428 0,69 3 243 -4,05
2026-04-15 13F Tribridge Partners Financial LLC 40 265 2,64 24 280 -1,31
2026-05-06 13F Intentional Wealth Strategies, LLC 26 905 16 077
2026-05-12 13F Richardson Capital Management LLC 37 067 17,53 22 149 11,98
2026-05-15 13F Capstone Investment Advisors, Llc 855 335 39,30 511 105 35,93
2026-04-30 13F Relyea Zuckerberg Hanson LLC 17 484 0,47 10 448 -4,27
2026-04-29 13F Investment Research Partners LLC 858 13,94 513 8,47
2026-05-11 13F TD Capital Management LLC 41 738 9,00 24 940 3,86
2026-05-13 13F Delta Investment Management, LLC 1 260 214,21 753 199,60
2026-04-09 13F Chemistry Wealth Management LLC 2 972 15,51 1 776 10,04
2026-04-27 13F USAdvisors Wealth Management, LLC 1 192 21,63 1
2026-05-15 13F Chai Trust Co Llc 74 604 276,39 44 580 258,64
2026-04-30 13F Peterson Wealth Services 2 903 17,39 1 735 11,87
2026-05-04 13F LJI Wealth Management, LLC 4 164 22,76 2 488 17,03
2026-05-11 13F Berkshire Asset Management Llc/pa 2 215 76,49 1 323 68,32
2026-05-12 13F Dearborn Partners Llc 2 075 76,90 1 240 68,57
2026-04-07 13F Twele Capital Management, Inc. 98 770 2,59 59 020 -2,25
2026-04-20 13F Leeward Financial Partners, LLC 468 0,43 279 -4,45
2026-04-28 13F Golden State Wealth Management, LLC 6 610 0,75 3 950 -4,03
2026-04-22 13F Pasadena Private Wealth, LLC 7 645 5,73 4 568 0,73
2026-04-08 13F Gillespie Robinson & Grimm Inc 24 908 0,08 14 884 -4,64
2026-04-10 13F Magnus Financial Group LLC 18 771 4,12 11 216 -0,80
2026-04-17 13F James J. Burns & Company, LLC 1 187 90,22 709 81,33
2026-05-01 13F Diversify Wealth Management, Llc 119 306 185,02 78 054 192,26
2026-04-16 13F VVR Holdings LLC 54 971 2,69 32 849 -2,15
2026-05-15 13F Excelsior Advisor Network LLC 651 389
2026-02-12 13F CIBC Private Wealth Group, LLC 941 501 14,44 590 443 17,20
2026-04-10 13F Daytona Street Capital LLC 403 25,94 244 21,50
2026-04-15 13F Optivise Advisory Services LLC 2 839 2,68 1 696 -2,14
2026-05-13 13F Ensign Peak Advisors, Inc 156 400 0,04 93 457 -4,68
2026-04-06 13F Sincerus Advisory, LLC 976 83,80 583 75,60
2026-04-15 13F Peoples Bank/KS 5 401 44,49 3 227 37,67
2026-04-17 13F First National Bank Sioux Falls 50 224 2,89 32 387 5,80
2026-05-04 13F Wellington Shields & Co., LLC 57 2 750,00 34 3 300,00
2026-04-24 13F Courage Miller Partners, LLC 639 21,48 382 15,81
2026-05-15 13F PFG Private Wealth Management, LLC 1 083 8,19 647 3,19
2026-04-20 13F Dopkins Wealth Management, Llc 439 262
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 72 7,46 43 2,44
2026-05-12 13F Orion Investment Co 5 898 0,94 3 524 -3,82
2026-02-05 13F Tucker Asset Management Llc 592 52,19 371 55,88
2026-04-13 13F Bay Rivers Group 2 141 8,35 1 279 3,23
2026-04-23 13F SJS Investment Consulting Inc. 1 069 23,01 639 17,28
2026-05-08 13F Stone Loft Wealth Management Llc 24 757 88,41 14 794 79,53
2026-05-13 13F Keystone Financial Group 36 033 0,04 21 904 -3,04
2026-04-22 13F Applied Capital LLC 57 464 3,71 34 338 -1,18
2026-05-11 13F Stillwater Wealth Management Group 3 765 28,63 2 250 22,62
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 77 043 5,18 46 037 0,21
2026-05-12 13F Absolute Capital Management, LLC 399 1,79 238 -3,25
2026-05-18 13F Chesapeake Wealth Management 1 602 4,64 957 -0,31
2026-05-14 13F Proficio Capital Partners LLC 177 765 34,69 105 632 27,62
2026-04-28 13F Blossom Wealth Management 3 039 1 816
2026-04-13 13F Mallini Complete Financial Planning LLC 1 246 -4,67
2026-04-28 13F Bryant Woods Investment Advisors, LLC 44 460 7,04 26 565 1,99
2026-04-30 13F Manske Wealth Management 1 704 30,98 1 018 24,91
2026-05-11 13F POM Investment Strategies, LLC 316 128,99 189 118,60
2026-05-11 13F Daymark Wealth Partners, Llc 147 612 11,01 88 205 5,78
2026-05-12 13F Graham Capital Wealth Management, Llc 787 15,74 470 10,33
2026-04-27 13F Fulton Breakefield Broenniman Llc 1 432 24,52 856 18,59
2026-05-06 13F Tyche Wealth Partners LLC 9 074 2,75 5 422 -2,11
2026-05-14 13F Pennington Partners & Co., Llc 7 258 9,75 4 337 4,61
2026-04-24 13F Whelan Financial 990 2,48 592 -2,31
2026-04-29 13F Rockwood Wealth Management, LLC 17 193 0,31 10 274 -4,42
2026-05-06 13F CNB Bank 565 18,95 338 13,47
2026-05-14 13F Ark Wealth Advisors LLC 809 78,19 483 70,07
2026-05-14 13F Capital Analysts, Inc. 5 624 3,59 3 0,00
2026-05-15 13F Alliancebernstein L.p. 1 564 983 10,69 981 448 10,69
2026-04-21 13F Wesbanco Bank Inc 33 595 3,47 20 075 -1,41
2026-05-15 13F MidFirst Bank 3 889 0,78 2 324 -4,01
2026-04-28 13F Howe & Rusling Inc 1 876 4,69 1 121 -0,27
2026-05-08 13F Russell Investments Group, Ltd. 12 732 72,54 7 608 64,43
2026-04-13 13F Foster Group, Inc. 2 837 2,57 1 695 -2,25
2026-04-16 13F Heck Capital Advisors, LLC 507 0,40 303 -4,43
2026-05-13 13F Mairs & Power Inc 14 866 8 883
2026-04-15 13F Cranbrook Wealth Management, LLC 2 215 72,37 1 324 64,35
2026-04-08 13F Hardin Capital Partners, LLC 8 466 23,65 5 059 17,82
2026-04-08 13F Ccg Wealth Management, Llc 852 509
2026-04-27 13F Qrg Capital Management, Inc. 79 787 20,14 47 677 14,47
2026-04-30 13F Stiles Financial Services Inc 893 1,13 533 -3,62
2026-04-29 13F SwitchPoint Financial Planning, LLC 1 640 3,47 980 -1,51
2026-04-30 13F Independence Bank of Kentucky 18 872 12,11 11 277 6,81
2026-04-20 13F Focused Wealth Management, Inc 3 030 87,85 1 811 79,03
2026-04-09 13F Herbst Group, Llc 3 161 26,29 1 889 20,40
2026-04-15 13F Exchange Traded Concepts, Llc 562 894 38,66 336 357 32,12
2026-04-16 13F MontVue Capital Management, Inc. 3 451 7,81 2 062 2,74
2026-04-20 13F Benedict Financial Advisors Inc 625 0,32 373 -4,36
2026-04-08 13F First Heartland Consultants, Inc. 23 719 1,35 14 173 -3,42
2026-05-12 13F Jeter Robert S II 336 228
2026-05-12 13F Virtue Asset Management Llc 2 006 9,02 1 199 3,90
2026-05-12 13F Anfield Capital Management, LLC 2 307 0,39 1 379 -4,37
2026-05-13 13F Carter Financial, LLC 2 478 99,84 1 481 90,48
2026-04-07 13F CoreCap Advisors, LLC 155 661 24,07 93 016 18,22
2026-04-17 13F Berman McAleer LLC 13 922 0,76 8 319 -3,99
2026-05-13 13F Rosenblum Silverman Sutton S F Inc /ca 973 7,28 581 2,29
2026-04-28 13F David Kennon Inc 113 381 1,45 67 751 -3,33
2026-04-13 13F Lee Financial Co 3 211 26,82 1 919 20,78
2026-05-05 13F Black Diamond Financial, LLC 11 825 11,73 7 066 6,45
2026-05-14 13F Jacobi Capital Management LLC 8 598 8,77 5 138 3,63
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 47 374 111,59 28 308 101,60
2026-05-15 13F Destination Wealth Management 14 848 21,05 8 873 15,34
2026-04-16 13F Fiduciary Advisors, Inc. 22 007 3,23 13 150 -1,64
2026-04-24 13F Flagship Private Wealth, LLC 439 5,53 263 0,38
2026-04-29 13F Sather Financial Group Inc 3 126 12,37 1 868 7,05
2026-05-04 13F Alta Wealth Advisors LLC 1 184 27,72 707 21,69
2026-04-30 13F Mason & Associates Inc 1 223 11,79 711 3,50
2026-04-29 13F Cary Street Partners Financial Llc 40 131 7,81 23 980 2,72
2026-05-11 13F Linscomb & Williams, Inc. 5 743 22,50 3 432 16,74
2026-05-11 13F National Wealth Management Group, LLC 5 788 18,12 3 459 12,57
2026-05-15 13F Jones Financial Companies Lllp 17 095 668 18,41 9 970 210 10,11
2026-05-14 13F Wills Financial Group LLC 364 248
2026-04-13 13F Jackson Square Capital, Llc 1 769 17,62 1 057 12,09
2026-05-08 13F First National Advisers, LLC 6 138 3,95 3 668 -0,97
2026-04-16 13F Cambridge Advisors Inc. 147 776 2,36 88 304 -2,47
2026-05-15 13F Resources Management Corp /ct/ /adv 2 314 1,36 1 0,00
2026-02-25 13F Kw Wealth Management Llc 339 2,42 213 4,93
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 221 4,25 132 -1,50
2026-04-28 13F Walkner Condon Financial Advisors LLC 25 716 0,52 15 366 -4,23
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 2 297 214 9,58 1 372 700 4,41
2026-05-13 13F Calton & Associates, Inc. 11 959 5,93 7 146 0,92
2026-05-15 13F Warren Averett Asset Management, LLC 197 683 2,23 118 126 -2,59
2026-05-07 13F FourThought Financial Partners, LLC 46 212 13,98 27 614 8,60
2026-04-23 13F Eagle Wealth Advisors LLC 1 823 0,33 1 089 -4,39
2026-05-13 13F Mackenzie Financial Corp 14 647 8,47 8 752 2,81
2026-05-05 13F D.a. Davidson & Co. 265 319 0,25 158 542 -4,48
2026-05-14 13F Bridgewealth Advisory Group, LLC 16 963 3,46 10 136 -1,42
2026-04-20 13F Greenup Street Wealth Management Llc 683 4,12 408 -0,73
2026-05-13 13F Alpha Financial Partners, LLC 3 799 5,62 2 270 0,62
2026-04-09 13F FCG Investment Co 1 397 835
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5 000 2 638
2026-05-01 13F Blume Capital Management, Inc. 695 16,81 415 11,56
2026-04-29 13F Prossimo Advisors, LLC 5 255 3 140
2026-05-26 13F Summit Financial Wealth Advisors, LLC 5 857 6,76 3 500 1,72
2026-04-08 13F Heritage Family Offices, LLP 677 405
2026-04-14 13F Prospera Financial Services Inc 56 962 5,87 34 102 0,89
2026-04-17 13F Essex Savings Bank 8 964 1,00 5 356 -3,76
2026-05-07 13F New York Life Investment Management Llc 15 142 26,11 9 048 20,18
2026-04-21 13F Moseley Investment Management Inc 1 048 0,58 626 -4,29
2026-05-05 13F Woodmont Investment Counsel Llc 10 108 12,16 6 040 6,88
2026-05-15 13F Valley Financial Group, Inc. 1 311 19,07 783 13,48
2026-04-17 13F Stephenson National Bank & Trust 85 810 13,25 51 276 7,91
2026-05-15 13F EFG International AG 43 053 13,45 25 726 8,10
2026-05-07 13F Rational Advisors Llc 34 924 4,60 20 869 -0,33
2026-05-08 13F McAdam, LLC 8 626 9,56 5 154 4,40
2026-05-06 13F Fidelis Capital Partners, LLC 71 250 23,58 42 576 17,76
2026-04-10 13F Centurion Wealth Management LLC 12 355 16,99 7 383 11,46
2026-04-29 13F Staley Capital Advisers Inc 16 295 1,20 9 737 -3,58
2026-04-13 13F Total Investment Management Inc 935 10,00 559 4,69
2026-04-21 13F Narus Financial Partners, LLC 4 392 1,64 2 624 -3,14
2026-04-29 13F Landmark Wealth Management, LLC 95 488 30,59 57 059 24,43
2026-04-21 13F Xcel Wealth Management, LLC 8 235 1,99 4 921 -2,82
2026-04-08 13F Bill Few Associates, Inc. 10 079 29,07 6 023 22,97
2026-05-15 13F Silver Grove Financial Group, Inc. 11 688 1,37 6 984 -3,40
2026-05-18 13F Claris Financial LLC 3 569 0,03 2 132 -4,69
2026-05-12 13F Rathbone Brothers plc 107 280 4,98 64 105 0,02
2026-04-30 13F Manning & Napier Advisors Llc 162 275 9,69 96 967 3,76
2026-05-14 13F Wrenne Financial Planning LLC 861 26,99 514 20,94
2026-04-30 13F Financial Freedom, LLC 1 653 0,06 987 -4,73
2026-05-15 13F AlphaCore Capital LLC 114 254 23,11 68 273 17,30
2026-05-04 13F Kellett Schaffner Wealth Advisors LLC 1 007 0,50 602 -4,30
2026-05-06 13F Atlantic Trust, LLC 4 664 8,36 2 787 3,26
2026-04-10 13F First Bank & Trust 41 114 17,27 24 568 11,74
2026-05-07 13F Intellus Advisors LLC 26 325 1,69 15 731 -3,11
2026-04-14 13F Beacon Investment Advisory Services, Inc. 25 556 34,84 15 271 28,48
2026-04-24 13F SOL Capital Management CO 115 143 322,81 59 108 347 594,12
2026-05-12 13F Ruggiero Investments, Inc. 679 3,19 406 -1,70
2026-05-11 13F Delta Asset Management Llc/tn 965 0,10 577 -4,64
2026-05-15 13F Eagle Global Advisors Llc 4 838 27,15 2 891 21,17
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 8 927 22,34 5 334 14,54
2026-04-24 13F Innova Wealth Partners 6 230 8,99 3 723 3,85
2026-05-14 13F Raymond James Financial Inc 30 640 543 4,41 18 309 256 -0,52
2026-04-17 13F Ballentine Capital Advisors, Inc 32 590 0,79 19 474 -3,96
2026-04-16 13F Intergy Private Wealth, LLC 344 2,69 206 -2,38
2026-05-07 13F Cassaday & Co Wealth Management LLC 6 889 7,46 4 117 2,39
2026-05-15 13F Apollo Management Holdings, L.P. 590 523 352 867
2026-04-27 13F Leelyn Smith, LLC 3 373 0,09 2 016 -4,64
2026-05-01 13F Mission Hills Financial Advisory, LLC 403 24,77 241 18,81
2026-05-05 13F Quartz Partners, LLC 8 842 0,67 5 283 -4,08
2026-05-05 13F Marks Group Wealth Management, Inc 14 159 0,85 8 461 -3,91
2026-05-13 13F Parkside Financial Bank & Trust 31 204 4,82 18 646 -0,12
2026-04-23 13F Powell Investment Advisors, LLC 437 4,55 261 -0,38
2026-05-15 13F City National Bank Of Florida /msd 1 966 20,61 1 175 14,87
2026-05-15 13F Gotham Asset Management, LLC 276 774 53,26 165 386 46,03
2026-04-08 13F Warner Financial, Inc 13 090 3,86 7 822 111 642,86
2026-04-27 13F GenTrust, LLC 825 917 6,42 493 527 1,40
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 12 359 4,15 7 385 -0,77
2026-05-01 13F Advisors Management Group Inc /adv 915 1
2026-05-12 13F Shade Tree Advisors LLC 5 738 0,19 3 429 -4,54
2026-05-14 13F Purewater Capital LLC 361 216
2026-05-14 13F Taylor Securities Services, Inc. 382 228
2026-05-15 13F Advisory Resource Group 1 545 9,11 923 3,94
2026-04-22 13F Joel Isaacson & Co., LLC 41 750 1,37 24 948 -3,41
2026-04-27 13F DB Fitzpatrick & Co, Inc 6 754 4,34 4 036 -0,59
2026-05-05 13F Gentry Private Wealth, Llc 108 455 11,41 64 807 6,16
2026-05-11 13F Blue Bell Private Wealth Management, Llc 12 422 10,11 7 423 4,93
2026-05-07 13F Insight 2811, Inc. 1 366 31,60 816 25,54
2026-05-02 13F Auxano Advisors, LLC 410 245
2026-05-15 13F Rehmann Capital Advisory Group 110 682 9,25 66 124 3,95
2026-04-24 13F Means Investment Co., Inc. 342 870 2,17 204 882 -2,65
2026-04-13 13F Neumann Capital Management, LLC 6 652 89,03 3 975 80,15
2026-04-30 13F BRYN MAWR TRUST Co 23 388 6,98 13 976 1,93
2026-04-09 13F Trust Co of Tennessee 123 091 0,96 73 552 -3,81
2026-05-05 13F HighTower Advisors, LLC 2 651 883 2,90 1 584 786 -1,95
2026-04-22 13F Uniting Wealth Partners, LLC 4 190 10,47 2 504 5,26
2026-04-22 13F Louisbourg Investments Inc. 13 866 4,75 8 286 -0,19
2026-05-07 13F Vision Retirement, LLC 17 081 5,39 10 207 0,42
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 97 011 4,72 57 969 -0,22
2026-04-29 13F Capital Planning LLC 360 215
2026-05-12 13F Hilltop Partners LLC 362 1,12 216 -3,57
2026-04-16 13F Petredis Investment Advisors Llc 2 208 1,38 1 319 -3,37
2026-04-22 13F Portus Wealth Advisors, LLC 8 5
2026-05-14 13F RWQ Financial Management Services, Inc. 400 239
2026-05-11 13F Tulsa Wealth Advisors, INC 505 302
2026-05-14 13F StoneX Group Inc. 199 888 0,28 119 434 -4,46
2026-04-27 13F ATLas Financial Planning LLC 1 625 1,25 971 -3,48
2026-04-23 13F Interchange Capital Partners, LLC 1 419 84,53 729 51,24
2026-05-08 13F Vanguard Global Advisers, LLC 39 600 312 23 663 166
2026-04-29 13F Mycio Wealth Partners, Llc 598 0,17 358 -4,55
2026-04-09 13F Kwmg, Llc 881 22,70 526 16,89
2026-04-28 13F Interactive Financial Advisors 1 321 4,34 790 -0,63
2026-05-12 13F Culbertson A N & Co Inc 4 524 17,63 2 703 12,11
2026-05-05 13F Kickstand Ventures, Llc. 76 677 0,85 45 818 -3,90
2026-05-19 13F Financial Insights, Inc. 1 612 11,10 963 5,94
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 9 526 1,05 5 692 -3,70
2026-04-28 13F Farnam Financial LLC 8 218 5,75 4 911 0,76
2026-05-14 13F Rock Point Advisors, LLC 352 210
2026-04-21 13F Centennial Advisors, LLC 433 2,36 259 -2,64
2026-05-14 13F Mill Creek Capital Advisors, LLC 157 877 0,09 94 339 -4,63
2026-04-21 13F Cambient Family Office, Llc 3 189 0,03 1 906 -4,70
2026-04-20 13F Brandywine Oak Private Wealth Llc 1 433 0,84 856 -3,93
2026-05-15 13F Laird Norton Trust Company, Llc 51 710 30,89 30 900 24,72
2026-04-27 13F Dominguez Wealth Management Solutions, Inc. 1 237 0,08 739 -4,65
2026-04-09 13F Wealth Alliance Advisory Group, LLC 755 128,79 451 118,93
2026-04-28 13F WESPAC Advisors, LLC 7 989 7,31 4 774 2,25
2026-04-20 13F Independent Wealth Network Inc. 6 799 3,39 4 063 -1,50
2026-05-06 13F Kingstone Capital Partners Texas, LLC 692 0,29 414 -4,39
2026-05-06 13F Everest Management Corp. 10 374 2,84 6 199 -2,02
2026-05-13 13F Goepper Burkhardt LLC 1 950 63,18 1 165 55,41
2026-04-30 13F William Howard & Co Financial Advisors Inc 924 0,76 552 -4,00
2026-04-21 13F Financial Consulate, Inc 6 418 7,47 3 835 2,38
2026-05-14 13F Traynor Capital Management, Inc. 20 172 0,95 11 718 -6,50
2026-05-01 13F Concord Wealth Partners 2 784 0,40 1 663 -4,37
2026-04-17 13F 55 North Private Wealth, LLC 5 866 107,79 3 505 98,02
2026-05-08 13F TMB Capital Partners, LLC 37 925 3,96 22 662 -0,94
2026-05-15 13F Goldman Sachs Group Inc 15 062 213 7,04 9 000 426 1,99
2026-04-15 13F Elser Financial Planning, Inc 10 304 13,83 6 158 8,47
2026-05-04 13F Lincoln National Corp 385 890 1,11 230 589 -3,66
2026-04-28 13F Westfuller Advisors, LLC 14 057 0,98 8 400 -3,78
2026-05-08 13F Vanguard National Trust Co 347 112 207 417
2026-05-14 13F Retiremitten Financial Llc 20 12
2026-05-14 13F Fft Wealth Management Llc 1 082 14,62 646 9,12
2026-05-14 13F August Group Capital Ltd 12 703 3,19 7 590 -1,67
2026-05-19 13F Kensington Investment Counsel, LLC 537 321
2026-04-13 13F Compass Ion Advisors, LLC 3 840 6,37 2 295 1,33
2026-05-12 13F Klingenstein Fields & Co Lp 2 632 1,27 1 573 -3,50
2026-05-12 13F Rakuten Investment Management, Inc. 1 734 018 100,00 1 057 976 100,00
2026-05-12 13F Alerus Financial Na 758 535 0,66 453 263 -4,09
2026-05-12 13F Three Bridge Wealth Advisors, LLC 48 272 11,38 28 845 6,13
2026-04-30 13F Winch Advisory Services, LLC 870 47,46 520 40,65
2026-05-15 13F Liberty Mutual Group Asset Management Inc. 212 594 15,39 127 036 9,94
2026-05-15 13F Family Management Corp 1 827 3,98 1 092 -0,91
2026-05-13 13F Summitas Investment Management LLC 102 896 1,91 61 485 -2,90
2026-04-29 13F Latko Wealth Management, Ltd. 5 339 3,55 3 190 -1,33
2026-04-15 13F Perkins Coie Trust Co 4 553 2,27 2 721 -2,54
2026-04-29 13F Skopos Labs, Inc. 15 585 42,28 9 312 34,41
2026-05-15 13F Brown Advisory Inc 452 121 7,75 270 165 2,67
2026-04-20 13F Chatterton & Associates Inc. 966 69,47 604 68,91
2026-04-13 13F Hm Payson & Co 2 861 2,66 1 709 -2,18
2026-05-14 13F Twin Focus Capital Partners, Llc 32 611 7,53 19 487 2,46
2026-05-12 13F Creative Planning 1 618 133 6,94 966 916 1,89
2026-05-01 13F Symphony Financial, Ltd. Co. 1 961 64,51 1 167 55,67
2026-04-22 13F Princeton Global Asset Management LLC 3 819 7,58 2 282 2,47
2026-01-13 13F Stephens Consulting, LLC 105 780 0,84 66 338 3,27
2026-05-04 13F Y.D. More Investments Ltd 41 592 2,80 24 845 -2,08
2026-04-16 13F Freedom Financial Partners LLC 44 446 3,27 26 559 -1,60
2026-04-21 13F Dougherty & Associates, LLC 11 153 1,76 6 665 -3,04
2026-05-08 13F Stonebridge Financial Planning Group, LLC 4 288 3,45 2 562 -1,42
2026-04-24 13F Cane Capital Partners, LLC 396 5,32 237 0,43
2026-05-07 13F First National Trust Co 39 548 5,83 23 632 0,83
2026-04-17 13F Signal Advisors Wealth, LLC 12 318 33,99 7 360 27,67
2026-04-08 13F Eclectic Associates Inc /adv 11 016 7,92 6 583 2,83
2026-05-15 13F Eight 31 Financial Llc 21 966 1,49 13 126 -3,30
2026-05-13 13F Bradley & Co. Private Wealth Management, LLC 2 313 25 600,00 1 382 27 540,00
2026-04-20 13F Longview Financial Advisors, Inc. 224 134
2026-05-15 13F Sanchez Levi Garrett 44 863 26 808
2026-04-29 13F Northwest Wealth Advisors, LLC 757 4,41 452 -0,44
2026-04-22 13F AJ Advisors, LLC 108 898 4,26 65 072 -0,66
2026-05-15 13F Saranac Partners Ltd 2 929 16,09 335 -78,94
2026-04-14 13F Roffman Miller Associates Inc /pa/ 5 344 1,93 3 193 -2,86
2026-05-06 13F Oxford Financial Group Ltd 12 601 0,08 7 530 -4,65
2026-05-14 13F Hilltop Holdings Inc. 26 724 9,34 15 969 4,18
2026-05-27 13F/A Maripau Wealth Management Llc 8 430 48,05 5 037 41,77
2026-04-15 13F Single Point Partners, LLC 10 253 1,88 6 126 -2,93
2026-04-07 13F Plus Group Wealth Advisors LLC 1 046 0,67 625 -3,99
2026-04-17 13F Defined Wealth Management, Llc 15 365 0,93 9 181 -3,82
2026-05-13 13F Sepio Capital, LP 189 906 5,59 113 478 0,61
2026-01-22 13F O'Brien Wealth Partners LLC 8 080 9,69 5 067 12,35
2026-04-10 13F Insight Wealth Strategies, LLC 1 137 0,71 679 -4,10
2026-04-03 13F Investors Research Corp 779 5,41 465 0,43
2026-04-14 13F Invenio Wealth Partners Llc 27 204 7,15 16 256 2,09
2026-05-12 13F Portside Wealth Group, LLC 3 834 27,50 2 291 21,42
2026-04-15 13F Krs Capital Management, Llc 619 0,16 370 -4,64
2026-02-13 13F Motiv8 Investments LLC 5 0
2026-04-13 13F Wolff Wiese Magana Llc 5 541 21,73 3 311 15,98
2026-04-28 13F Angeles Investment Advisors, LLC 1 406 636 19,15 840 535 13,53
2026-04-22 13F StoryOne LLC 0 26 419 3,09
2026-04-22 13F Penney Financial, LLC 2 162 4,44 1 292 -0,46
2026-05-15 13F Citadel Advisors Llc Call 1 034 500 124,99 618 165 114,38
2026-04-22 13F Legacy Wealth Management, Inc 493 10,29 295 5,00
2026-04-23 13F Sellwood Investment Partners LLC 76 258 2,72 45 568 -2,12
2026-05-04 13F WP Advisors, LLC 4 226 1,78 2 525 -3,03
2026-05-15 13F Private Capital Management, LLC 1 347 37,59 805 31,16
2026-05-15 13F Citadel Advisors Llc Put 918 500 69,12 548 850 61,14
2026-04-27 13F Independent Solutions Wealth Management, LLC 379 226
2026-05-15 13F Basso Capital Management, L.p. 54 975 0,17 32 850 -4,55
2026-05-13 13F Caitlin John, LLC 1 698 15,59 1 015 10,10
2026-05-01 13F One Degree Advisors Inc 639 29,09 0
2026-04-09 13F TruWealth Advisors, LLC 36 766 0,14 21 969 -4,58
2026-05-04 13F Guardsman Private Capital Management, Inc. 1 728 1 033
2026-05-12 13F Ellis Investment Partners, LLC 3 559 18,44 2 127 12,79
2026-05-21 13F Verus Capital Partners, Llc 35 607 1,21 21 277 -3,56
2026-05-13 13F Lloyd Advisory Services, LLC. 14 971 45,73 8 946 38,87
2026-05-13 13F O'shaughnessy Asset Management, Llc 130 723 17,61 78 114 12,06
2026-05-19 13F Orographic Financial Advisors, LLC 1 500 1
2026-05-01 13F Associated Banc-corp 75 534 1,76 45 135 -3,04
2026-04-24 13F Squire Investment Management Company, LLC 1 370 10,48 819 5,28
2026-04-15 13F Mogy Joel R Investment Counsel Inc 3 273 82,85 1 956 74,24
2026-05-15 13F Prosperitas Financial LLC 19 669 0,48 11 753 -4,27
2026-04-10 13F OMNI 360 Wealth, Inc. 572 0,35 342 -5,54
2026-04-13 13F True Wealth Design, LLC 169 344,74 101 334,78
2026-04-09 13F Camelot Technology Advisors, Inc. 2 854 0,25 1 705 -4,48
2026-04-07 13F Retirement Wealth Solutions LLC 41 364 0,17 24 717 -4,56
2026-04-29 13F IAG Wealth Partners, LLC 2 095 0,05 1 252 -4,72
2026-04-27 13F PFG Investments, LLC 20 735 29,42 12 390 23,32
2026-05-04 13F Sfam, Llc 1 372 43,51 820 36,89
2026-04-14 13F Spectrum Investment Advisors, Inc. 35 134 2,52 20 994 -2,32
2026-05-08 13F Evergreen Wealth Partners LLC 1 290 0,70 771 -4,11
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1 935 246 1,64 1 156 -3,18
2026-04-27 13F Hunter Associates Investment Management Llc 717 0,99 0
2026-05-15 13F Blue Chip Partners, Inc. 2 027 20,58 1 211 14,90
2026-04-22 13F Seneca Financial Advisors LLC 411 0,24 245 -4,67
2026-05-15 13F DV Trading LLC 2 750 2,15 1 643 -2,67
2026-04-23 13F Bestgate Wealth Advisors, LLC 2 988 198,20 1 785 184,24
2026-04-29 13F Compass Financial Group, INC/SD 180 665 2,59 107 956 -2,25
2026-04-16 13F Birch Financial Group, Llc 17 218 18,97 10 289 13,35
2026-05-18 13F Graney & King, LLC 1 325 0,08 792 -4,70
2026-05-12 13F Argentarii, LLC 642 0,63 384 -4,25
2026-05-04 13F Checchi Capital Advisers, LLC 1 799 27,23 1 075 21,22
2026-05-06 13F Hallmark Capital Management Inc 2 147 3,12 1 283 -1,76
2026-05-12 13F Covington Investment Advisors Inc. 23 890 8,38 14 7,69
2026-05-12 13F WCG Wealth Advisors LLC 21 245 7,41 12 695 2,34
2026-04-27 13F Wbh Advisory Inc 6 091 74,93 3 669 68,03
2026-05-08 13F Prudent Man Advisors, LLC 1 457 0,14 871 -4,61
2026-05-11 13F Brogan Financial, Inc. 1 639 0,49 979 -4,30
2026-05-05 13F Steel Peak Wealth Management LLC 12 812 4,67 7 656 -0,27
2026-05-13 13F Kovitz Investment Group Partners, LLC 5 420 0,43 3 239 -4,31
2026-04-21 13F Financial Council Asset Management Inc 5 616 9,01 3 356 3,87
2026-05-14 13F Bernard Wealth Management Corp. 201 294,12 120 287,10
2026-05-14 13F Beaird Harris Wealth Management, LLC 154 261 5,60 92 179 0,61
2026-04-08 13F Canandaigua National Corp 4 503 2 691
2026-05-12 13F Matters Capital Llc 1 953 1 167
2026-05-14 13F 3 Factor Indexing, Llc 1 973 1 179
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 686 0,15 410 -4,66
2026-05-05 13F Fusion Family Wealth LLC 393 826 3,43 235 331 -1,45
2026-05-14 13F Ieq Capital, Llc 524 192 7,21 313 231 2,15
2026-05-15 13F Purpose Unlimited Inc. 17 10
2026-05-15 13F Summit Financial, LLC 161 978 4,18 96 790 -0,73
2026-04-14 13F Palisade Asset Management, LLC 9 884 3,13 5 906 -1,75
2026-04-29 13F Waters Parkerson & Co., Llc 11 649 6,78 6 961 1,74
2026-05-04 13F Two West Capital Advisors LLC 624 5,23 408 9,68
2026-04-24 13F Horizon Wealth Management, LLC 480 287
2026-04-13 13F Benson Investment Management Company, Inc. 521 3,78 311 -0,96
2026-05-07 13F Palisades Hudson Asset Management, L.P. 1 582 45,81 1
2026-04-14 13F Precedent Wealth Partners, Llc 21 988 5,80 13 139 0,82
2026-05-07 13F Rice Partnership, LLC 19 35,71 11 37,50
2026-05-13 13F GW&K Investment Management, LLC 1 970 52,24 1
2026-04-22 13F RMR Wealth Builders 202 306 7,81 120 888 2,72
2026-05-15 13F Headinvest, Llc 6 108 23,07 3 650 17,26
2026-04-22 13F Matrix Asset Advisors Inc/ny 30 455 8,05 18 198 2,95
2026-04-27 13F Mustard Seed Financial, LLC 2 033 1,25 1 215 -3,57
2026-05-11 13F West Wealth Group, LLC 879 19,11 525 13,39
2026-04-17 13F HHM Wealth Advisors, LLC 2 718 1,19 1 624 -3,56
2026-05-13 13F West Virginia University Foundation, Inc 552 133 22,11 329 927 16,35
2026-04-13 13F Kmg Fiduciary Partners, Llc 650 9,24 388 4,02
2026-04-16 13F Evolve Private Wealth, Llc 8 533 78,14 5 099 69,80
2026-04-20 13F LVW Advisors, LLC 9 456 23,03 5 650 17,22
2026-02-18 13F Financial Advisory Service, Inc. 9 317 2,63 5 843 5,09
2026-05-05 13F New Harbor Financial Group, LLC 335 200
2026-05-15 13F Burns Matteson Capital Management, LLC 954 4,95 570 -0,18
2026-04-08 13F RVW Wealth, LLC 2 738 58,27 1 636 50,83
2026-04-16 13F Ballast Rock Private Wealth LLC 6 287 2,31 3 757 -2,52
2026-04-13 13F Winthrop Advisory Group LLC 5 754 6,28 3 438 1,27
2026-04-07 13F Park Avenue Securities Llc 67 871 23,65 41 17,65
2026-04-09 13F Thrive Wealth Management, LLC 16 490 2,71 9 853 -2,14
2026-04-29 13F Axxcess Wealth Management, Llc 116 749 1,68 69 763 -3,12
2026-04-21 13F SpringVest Wealth Management LLC 989 5,55 591 0,51
2026-05-13 13F Cove Private Wealth, LLC 12 703 62,80 7 591 55,12
2026-05-15 13F Capital & Planning, Llc 21 13
2026-05-13 13F Geometric Wealth Advisors 3 458 20,91 2 066 15,23
2026-05-15 13F Cerity Partners LLC 5 140 749 9,74 3 072 019 4,55
2026-04-16 13F Koenig Investment Advisory, LLC 9 989 8,05 5 969 1,83
2026-05-18 13F Unconventional Investor, LLC 49 741 3,85 29 740 -1,17
2026-04-21 13F HCR Wealth Advisors 8 552 4,83 5 110 -0,12
2026-06-01 13F Caerus Investment Advisors, LLC 28 582 0,09 17 079 -4,63
2026-04-29 13F Solidarilty Wealth, LLC 1 389 17,12 830 11,57
2026-04-27 13F Victory Financial Group, Llc 44 528 7,05 26 608 2,01
2026-04-20 13F Hoxton Planning & Management, LLC 10 784 0,43 6 444 -4,32
2026-05-15 13F Evergreen Wealth Solutions, LLC 33 641 20 102
2026-05-07 13F ODonnell Financial Services, LLC 830 0,36 496 -4,44
2026-04-08 13F Lakeridge Wealth Management LLC 1 367 5,89 817 0,87
2026-04-09 13F Park Place Capital Corp 1 987 0,10 1 188 -4,58
2026-04-22 13F Mason & Associates, LLC 362 5,85 216 0,93
2026-05-12 13F Cornerstone Capital, Inc. 2 960 3,24 1 769 -1,61
2026-04-27 13F Oxbow Advisors, LLC 4 335 10,22 2 590 5,03
2026-04-22 13F Tred Avon Family Wealth, Llc 3 964 5,62 2 369 0,64
2026-05-12 13F Oakmont Advisory Group, LLC 22 065 16,37 13 185 10,89
2026-05-13 13F/A Quadrant Capital Group Llc 12 687 3,47 7 581 -1,42
2026-04-22 13F Wetzel Investment Advisors, Inc. 27 196 6,22 16 251 1,21
2026-04-21 13F Ground Swell Capital, LLC 29 813 17 815
2026-05-18 13F Ashton Thomas Securities, Llc 85 588 15,96 51 202 10,62
2026-04-20 13F Kestra Private Wealth Services, Llc 107 097 3,96 63 996 -0,95
2026-05-01 13F Welch & Forbes Llc 5 320 2,09 3 179 -2,72
2026-05-05 13F Luts & Greenleigh Group, Inc 1 113 1,27 665 -3,48
2026-04-21 13F Pacific Sage Partners, LLC 381 1,33 228 -3,40
2026-05-05 13F Harmony Asset Management Llc 4 320 3,75 2 581 -1,15
2026-04-08 13F Accel Wealth Management 5 604 2,19 3 348 -2,62
2026-05-13 13F Rezny Wealth Management, Inc. 2 704 22,69 1 616 16,86
2026-05-15 13F Wealth Watch Advisors, INC 16 353 4,19 9 772 -0,73
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 7 235 1,74 4 323 -3,05
2026-05-12 13F Clal Insurance Enterprises Holdings Ltd 3 687 384 1,96 2 203 -2,87
2026-05-11 13F Ironsides Asset Advisors, LLC 29 529 0,08 17 645 -4,64
2026-04-21 13F Kooman & Associates 2 392 0,34 1 429 -4,41
2026-04-20 13F Clune & Associates, Ltd. 37 287 64,36 22 281 56,60
2026-05-08 13F M1 Capital Management LLC 634 2,76 379 -2,07
2026-04-30 13F Titleist Asset Management, Llc 13 041 10,68 7 793 5,45
2026-04-09 13F Key Client Fiduciary Advisors, LLC 6 700 11,07 4 004 5,82
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 168 486 3,46 100 679 -1,42
2026-05-12 13F Kingsview Wealth Management, LLC 163 970 19,63 97 980 13,98
2026-04-22 13F BWM Planning, LLC 1 660 2,60 992 -2,17
2026-05-11 13F HBK Sorce Advisory LLC 79 279 1,80 53 754 8,66
2026-04-15 13F Braun-Bostich & Associates Inc. 9 857 56,21 5 890 48,86
2026-05-01 13F American Trust 290 703 0,51 173 710 -4,24
2026-05-11 13F Empirical Asset Management, LLC 9 393 0,73 539 3,26
2026-04-14 13F Rf&l Wealth Management, Llc 8 919 1,15 5 329 -3,62
2026-05-12 13F Dynamic Financial Group 346 3,90 207 -1,44
2026-05-15 13F Millennium Management Llc 1 016 744 100 468,15 607 555 95 728,86
2026-04-10 13F Sulzberger Capital Advisors, Inc. 8 453 2,56 5 051 -2,26
2026-05-14 13F Rockefeller Capital Management L.P. 1 396 649 1,51 834 569 -3,28
2026-05-15 13F Mission Wealth Management, Lp 18 682 8,84 11 164 3,72
2026-05-04 13F TrustBank 72 638 0,94 43 405 -3,83
2026-05-29 13F Mullaney, Keating & Wright, Inc. 3 801 1,60 2 271 -3,16
2026-05-07 13F Avidian Wealth Solutions, LLC 54 329 5,17 32 464 0,21
2026-05-06 13F MTM Investment Management, LLC 4 554 4,91 2 721 -0,04
2026-04-09 13F Diversified Management Inc 4 776 6,11 2 854 1,10
2026-05-08 13F Smithfield Trust Co 416 744 0,88 249 -3,86
2026-05-13 13F Gibbs Wealth Management 520 311
2026-04-15 13F Aspen Investment Management Inc 2 132 8,55 1 0,00
2026-05-15 13F/A Studio Investment Management Llc 1 338 9,58 800 4,44
2026-05-11 13F McCartney Wealth Management LLC 336 0,30 201 -4,76
2026-05-08 13F Bristlecone Value Partners, LLC 6 487 3 876
2026-04-21 13F Merkkuri Wealth Advisors LLC 699 1,16 418 -3,70
2026-02-18 13F Veratis Advisors, Inc. 1 508 946
2026-04-27 13F Capital Advisors Inc/ok 5 342 8,60 3 192 3,44
2026-05-13 13F Protective Life Corp 354 212
2026-04-24 13F Seamount Financial Group Inc 10 365 4,70 6 194 -0,24
2026-05-15 13F/A Itau Unibanco Holding S.A. 471 809 14,91 281 929 9,49
2026-05-15 13F United Capital Financial Advisers, Llc 1 608 662 0,80 961 771 -3,90
2026-04-20 13F First American Bank 28 703 15,23 17 151 9,79
2026-05-13 13F PKS Advisory Services, LLC 3 856 125,10 1 141 6,15
2026-05-15 13F Beacon Pointe Advisors, LLC 1 084 220 85,21 647 875 76,47
2026-05-15 13F Wick Capital Partners, LLC 11 064 7,44 6 612 2,37
2026-04-16 13F BridgePort Financial Solutions, LLC 21 208 14,48 12 673 9,08
2026-04-13 13F Ayalon Holdings Ltd. 50 727 22,02 30 15,38
2026-04-09 13F Veracity Capital LLC 821 4,99 491 0,00
2026-04-21 13F Mayport, Llc 208 790 4,52 124 762 -0,41
2026-04-10 13F GEM Asset Management, LLC 5 587 17,79 3 338 10,97
2026-05-13 13F Prudential Financial Inc 1 449 168 55,61 865 950 48,27
2026-04-28 13F Appleton Partners Inc/ma 1 386 5,32 1
2026-05-14 13F Ade, Llc 48 974 6,13 29 264 1,13
2026-04-21 13F Old National Bancorp /in/ 603 093 12,02 360 378 6,74
2026-05-07 13F First Command Advisory Services, Inc. 35 492 2,63 21 208 -2,21
2026-05-01 13F MOKAN Wealth Management Inc. 2 818 1,00 1 680 -3,84
2026-05-04 13F Brookwood Investment Group LLC 2 299 61,67 1 374 54,10
2026-05-06 13F Advisortrust Partners, Llc 163 97
2026-05-07 13F Allium Financial Advisors, Llc 1 887 1,40 1 128 -3,43
2026-05-06 13F Gray Private Wealth, LLC 404 12,22 242 7,11
2026-04-16 13F Kure Advisory, LLC 779 1,70 465 -3,12
2026-05-14 13F Northern Oak Wealth Management Inc 37 106 2,43 22 173 -2,40
2026-05-06 13F Kinsale Capital Group, Inc. 132 801 9,41 79 355 4,25
2026-04-21 13F Highland Financial Advisors, LLC 826 78,02 494 70,00
2026-04-10 13F Jacobson & Schmitt Advisors, Llc 399 238
2026-04-30 13F IMPACTfolio, LLC 1 801 1,41 1 076 -3,32
2026-05-05 13F Members Advisory Group LLC 44 180 0,46 26 424 -4,26
2026-05-08 13F HORAN Wealth, LLC 30 656 96,34 18 507 88,99
2026-04-30 13F KLCM Advisors, Inc. 4 236 11,80 2 532 6,52
2026-04-17 13F United Advisor Group, LLC 10 524 7,21 6 289 2,16
2026-05-13 13F Freestone Capital Holdings, LLC 90 386 2,85 54 010 -2,00
2026-05-14 13F RPg Family Wealth Advisory, LLC 2 703 141,34 1 615 130,06
2026-05-15 13F Van Den Berg Management I, Inc 1 127 18,26 673 12,73
2026-04-23 13F NewCorp Financial Services, Inc. 29 267 3,20 17 488 -1,67
2026-04-16 13F Uhlmann Price Securities, Llc 7 786 4 690
2026-01-22 13F NRI Wealth Management LC 1 112 0,54 698 2,95
2026-05-13 13F Cetera Investment Advisers Put 100 3
2026-04-08 13F Asempa Wealth Advisors 494 8,81 298 4,58
2026-05-13 13F Cetera Investment Advisers 2 000 963 3,21 1 195 675 -1,66
2026-04-15 13F Howard Capital Management Group, LLC 1 300 0,08 777 -4,67
2026-04-27 13F GDS Wealth Management 1 560 22,07 932 16,35
2026-05-14 13F Ballentine Partners, LLC 114 238 11,13 68 263 5,89
2026-04-21 13F Unique Wealth, Llc 3 933 0,20 2 350 -4,55
2026-05-06 13F My Portfolio Guide, LLC 25 15
2026-05-08 13F Matisse Capital 1 148 0,88 686 -3,79
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 10 108 0,35 6 040 -4,38
2026-04-20 13F Edge Wealth Management LLC 834 498
2026-05-11 13F Emerald Investment Advisers, LLC 527 315
2026-04-17 13F Legacy Wealth Partners, LLC 22 839 4,31 13 647 -0,61
2026-04-14 13F Vestia Personal Wealth Advisors 16 809 59,87 10 041 51,56
2026-04-14 13F Southland Equity Partners LLC 7 999 3,80 4 780 -1,08
2026-05-14 13F Vivaldi Capital Management, LLC 6 675 1,34 3 989 -3,46
2026-04-29 13F Nicholas Hoffman & Company, LLC. 1 392 756 0,44 832 241 -4,30
2026-04-22 13F Paul Damon & Associates, Inc. 7 210 0,03 4 308 -4,69
2026-05-09 13F ZEGA Investments, LLC Call 300 179
2026-04-16 13F Financial Management Network Inc 1 681 7,07 1 051 6,49
2026-05-06 13F Three Arch Wealth Management LLC 459 9,55 274 4,58
2026-05-08 13F Evolution Wealth Advisors, LLC 29 476 3,52 17 613 -1,37
2026-04-22 13F Smallwood Wealth Investment Management, LLC 1 667 1,09 996 -3,68
2026-04-23 13F Intrua Financial, LLC 7 683 12,99 4 591 7,67
2026-05-14 13F Advisory Alpha, LLC 8 946 7,58 5 348 2,49
2026-04-30 13F Main Street Research LLC 1 332 159,65 796 147,98
2026-05-12 13F Banco BTG Pactual S.A. 59 952 35 824
2026-04-29 13F Seelaus Asset Management LLC 692 24,68 414 18,68
2026-05-09 13F ZEGA Investments, LLC 465 30,25 278 24,22
2026-05-12 13F Leading Edge Financial Planning LLC 652 11,64 390 6,28
2026-04-03 13F Waller Financial Planning Group, Inc 14 269 6,01 8 527 1,01
2026-05-11 13F Atlas Capital Advisors Llc 7 435 0,38 4 443 -4,37
2026-02-06 13F Global Retirement Partners, LLC 80 877 4,67 50 720 7,19
2026-05-08 13F DUTCH ASSET Corp 430 257
2026-04-23 13F Vista Investment Partners Ii, Llc 10 655 6,89 6 367 1,84
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 8 250 146,34 4 930 134,71
2026-04-09 13F Shulman DeMeo Asset Management LLC 987 0,10 590 -4,69
2026-05-07 13F Summitpoint Capital Management 5 185 3 252
2026-05-07 13F Tull Financial Group, Inc. 1 602 6,66 957 1,70
2026-05-06 13F Alteri Wealth LLC 2 516 0,72 1 504 -4,02
2026-05-08 13F Reicon Wealth Advisors, Llc 4 558 9,57 2 724 4,41
2026-05-12 13F Payden & Rygel 27 207 0,93 16 0,00
2026-05-13 13F Ingalls & Snyder Llc 30 008 2,67 18 -5,56
2026-05-12 13F Stifel Financial Corp 1 582 234 1,34 945 496 -3,44
2026-05-08 13F Bokf, Na 608 453 2,66 363 581 -2,19
2026-04-10 13F Naviter Wealth, LLC 1 624 19,06 970 13,45
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 137 866 1,65 82 382 -3,14
2026-05-05 13F Advisory Advocates, LLC 3 735 24,42 2 232 18,60
2026-05-13 13F Owl Creek Wealth Partners LLC 31 213 18 651
2026-04-22 13F Horizon Bancorp Inc /in/ 96 0
2026-04-13 13F GoalVest Advisory LLC 287 151 3,96 171 587 -0,94
2026-04-23 13F Rexford Capital Inc 6 945 9,85 4 150 4,69
2026-05-13 13F Hirtle Callaghan & Co LLC 238 838 0,33 142 718 -4,40
2026-05-05 13F Navigation Group, LLC 5 182 3 097
2026-05-08 13F Junk Investment Group, LLC 18 992 11 349
2026-04-21 13F Kieckhefer Group Llc 4 271 77,44 2 552 69,12
2026-05-11 13F Aptus Capital Advisors, LLC 148 562 3,77 88 773 -1,12
2026-04-17 13F Mezzasalma Advisors, LLC 5 212 19,93 3 115 14,07
2026-04-29 13F TriaGen Wealth Management LLC 650 388
2026-05-08 13F Buck Wealth Strategies, LLC 385 1,32 230 -3,36
2026-04-13 13F Parkwoods Wealth Partners, LLC 3 648 3,37 2 180 -1,54
2026-05-15 13F National Bank Of Canada /fi/ 120 234 14,71 71 872 9,36
2026-05-14 13F Synergy Financial Group, LTD 7 296 19,06 4 359 13,43
2026-04-16 13F Sprinkle Financial Consultants LLC 1 269 5,31 759 0,53
2026-05-26 13F Serenity Investment Advisors 1 389 3,35 952 11,87
2026-04-17 13F Certified Advisory Corp 28 263 3,10 16 889 -1,76
2026-04-17 13F Tectonic Advisors Llc 220 542 1,22 131 785 -3,56
2026-04-20 13F Eagle Strategies LLC 34 602 50,84 20 676 43,72
2026-04-28 13F Golden State Equity Partners 25 057 86,99 14 973 78,19
2026-05-12 13F Circle Wealth Management, LLC 276 504 2,33 165 225 -2,50
2026-04-28 13F Hoey Investments, Inc 95 57
2026-04-27 13F Level Wealth Management LLC 2 666 0,08 1 593 -4,61
2026-04-06 13F WASHINGTON TRUST Co 176 417 4,15 105 418 -0,76
2026-05-14 13F Betterment LLC 382 432 22,37 229 16,92
2026-04-30 13F Barnett & Company, Inc. 382 228
2026-05-13 13F Mariner, LLC 898 405 4,62 536 775 -0,35
2026-04-16 13F Telos Capital Management, Inc. 1 827 69,17 1 092 61,15
2026-02-17 13F Capital Insight Partners, Llc 439 5,78 275 8,27
2026-04-16 13F Future Financial Wealth Managment LLC 26 279 4,64 16 909 8,06
2026-05-05 13F GuidedMoney, LLC 833 2,33 498 -2,55
2026-04-16 13F Davis Capital Management 301 2,73 180 -2,19
2026-05-04 13F Purkiss Capital Advisors LLC 6 180 11,01 3 693 5,76
2026-04-22 13F Beacon Financial Planning, Inc 1 978 92,60 1 182 83,67
2026-04-17 13F Fifth Third Wealth Advisors LLC 34 531 44,65 20 634 37,83
2026-05-08 13F Zinnia Wealth Advisory, LLC 985 9,20 589 4,07
2026-04-22 13F Churchill Financial Advisors, LLC 1 639 10,07 979 4,93
2026-05-05 13F Silphium Asset Management Ltd 206 920 37,95 123 645 31,44
2026-05-12 13F Tower Bridge Advisors 31 158 18 618
2026-05-12 13F Bbr Partners, Llc 50 605 0,60 30 239 -4,15
2026-04-20 13F Penobscot Wealth Management 8 144 6,30 4 867 1,29
2026-04-10 13F Field & Main Bank 387 20,19 231 14,93
2026-05-08 13F Oath Planning, LLC 18 576 20,42 11 100 14,74
2026-04-24 13F Keybank National Association/oh 643 816 13,08 384 712 7,75
2026-04-16 13F Brookstone Capital Management 141 400 5,68 84 494 0,69
2026-04-02 13F Hilltop National Bank 22 490 7,40 13 439 2,33
2026-05-12 13F Riggs Asset Managment Co. Inc. 418 0,24 250 -4,21
2026-02-13 13F LFG Wealth Partners, LLC 2 482 1 557
2026-04-24 13F My Purposeful Wealth Corp. 627 13,59 375 8,09
2026-05-11 13F Financial Symmetry Inc 2 599 0,23 1 717 5,60
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 7 234 15,37 4 323 9,92
2026-04-21 13F Penn Davis Mcfarland Inc 1 168 4,66 698 -0,29
2026-04-30 13F Beacon Harbor Wealth Advisors, Inc. 45 621 1,75 27 261 -3,05
2026-05-12 13F Resolute Capital, Llc 74 376 5,11 44 443 0,15
2026-04-27 13F Meramec Financial Planners, LLC 9 28,57 6 25,00
2026-04-21 13F Columbus Macro, LLC 14 487 0,24 8 657 -4,49
2026-04-21 13F Shepherd Street Advisors LLC 811 5,87 485 0,83
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 3 560 41,49 2 127 34,88
2026-05-07 13F Bucket List Wealth Management, LLC 3 965 0,33 2 369 -4,44
2026-05-11 13F a16z Perennial Management, L.P. 69 192 41 346
2026-05-12 13F Waterloo Capital, L.P. 32 396 0,98 19 358 -3,78
2026-04-27 13F Reynders McVeigh Capital Management, LLC 679 47,93 0
2026-04-24 13F Stock Yards Bank & Trust Co 21 118 4,14 12 619 -0,77
2026-04-27 13F Bulltick Wealth Management, LLC 8 665 513,23 5 178 484,31
2026-05-15 13F Css Llc/il 32 210 1,77 19 247 -3,03
2026-04-15 13F Parsons Capital Management Inc/ri 67 951 31,03 40 604 24,85
2026-05-11 13F Rossby Financial, LCC 12 304 269,16 7 411 254,55
2026-04-15 13F Eaton Financial Holdings Company, LLC 3 290 1 966
2026-04-24 13F Medallion Wealth Advisors, LLC 5 963 3,83 3 563 -1,08
2026-04-24 13F American Institute for Advanced Investment Management, LLP 1 129 22,32 675 16,61
2026-05-13 13F Forthright Family Wealth Advisory LLC 5 413 123,22 2 602 71,07
2026-05-12 13F Liberty Wealth Management Llc 8 226 2,11 4 916 -2,65
2026-04-10 13F Intellectus Partners, LLC 3 071 33,17 1 835 26,99
2026-05-05 13F West Michigan Advisors, Llc 10 591 3,80 6 328 -1,09
2026-05-01 13F International Assets Investment Management, Llc 24 980 2,38 15 045 -1,69
2026-05-01 13F Granite Bay Wealth Management, LLC 1 403 107,24 838 97,64
2026-04-08 13F Doliver Advisors, Lp 2 069 0,49 1 236 -4,26
2026-05-08 13F United Financial Planning Group LLC 1 402 9,11 838 3,98
2026-05-08 13F Stephens Greth Foundation 374 237 52,50 223 625 45,31
2026-04-20 13F Parkway Wealth Management Group, LLC 1 703 6,70 1 065 6,40
2026-05-13 13F Archetype Wealth Partners 179 883 0,78 107 -3,60
2026-05-14 13F Marble Wealth, LLC 32 034 0,23 19 142 -4,50
2026-04-16 13F Smith Thornton Advisors LLC 2 532 0,60 1 513 -4,12
2026-04-23 13F Catalina Capital Group, LLC 637 21,80 380 16,21
2026-05-11 13F SageOak Financial, LLC 1 684 6,85 1 006 1,82
2026-05-12 13F Belvedere Trading LLC 487 291
2026-05-15 13F Okabena Investment Services Inc 58 855 8,46 35 169 3,34
2026-04-30 13F Mmbg Investment Advisors Co. 16 876 0,88 10 084 -3,87
2026-05-15 13F TRUE Private Wealth Advisors 12 831 8,16 7 667 3,06
2026-04-13 13F Enclave Advisors LLC 22 021 3,47 13 159 -1,42
2026-04-29 13F Flatrock Wealth Partners LLC 3 254 5,27 1 944 0,31
2026-04-29 13F Sageworth Trust Co of South Dakota 21 828 1,21 13 043 -3,56
2026-04-21 13F GFG Capital, LLC 1 339 59,22 800 51,80
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 5 126 8,05 3 063 2,99
2026-05-14 13F Kane Investment Management, Inc. 3 499 0,23 2 091 -4,52
2026-05-06 13F Greenwood Gearhart Inc 277 322 4,49 165 714 -0,44
2026-04-09 13F Baron Financial Group, LLC 739 97,07 442 88,46
2026-04-16 13F Capital Investment Advisors, LLC 42 974 8,86 25 679 3,73
2026-04-10 13F/A OP Asset Management Ltd 293 158 33,56 175 177 27,26
2026-04-08 13F Legacy Wealth Asset Management, LLC 1 099 0,27 657 -4,51
2026-04-28 13F LVZ Advisors, Inc. 422 1,20 252 -3,45
2026-05-14 13F Banco Bilbao Vizcaya Argentaria, S.a. 12 558 0,48 7 453 -5,14
2026-04-14 13F Gibson Wealth Advisors LLC 29 547 0,18 17 656 -4,55
2026-04-21 13F Signature Wealth Management Partners, LLC 382 0,26 228 -4,60
2026-05-01 13F Castleview Partners, Llc 3 570 16,63 2 133 11,15
2026-05-12 13F IPG Investment Advisors LLC 8 014 8,19 4 789 3,08
2026-06-02 13F Blue Edge Capital, LLC 9 876 4,53 5 901 -0,39
2026-04-29 13F Cary Street Partner Investment Advisory Llc 1 124 8,08 672 2,91
2026-04-14 13F Flower City Capital 24 134 1,78 14 421 -3,02
2026-05-06 13F Vista Capital Partners, Inc. 13 035 22,56 7 789 16,76
2026-05-08 13F Truepoint, Inc. 8 804 17,98 5 261 12,42
2026-05-14 13F Swf Llc 918 327 45,35 548 746 38,49
2026-05-15 13F Ehrenkranz Partners L.P. 10 406 0,46 6 219 -4,26
2026-04-22 13F SC&H Financial Advisors, Inc. 1 270 2,34 759 -2,57
2026-04-24 13F Clarity Wealth Advisors, LLC 4 350 15,20 2 599 9,76
2026-05-01 13F Thrivent Financial For Lutherans 456 194 2,46 272 -2,86
2026-05-18 13F Strategic Investment Advisors / MI 267 576 17,38 160 000 11,85
2026-05-15 13F Integrated Wealth Concepts LLC 191 231 142,76 114 270 131,31
2026-04-20 13F Aegis Wealth Management, Inc. 3 727 5,55 2 227 0,59
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 1 622 0,06 969 -4,72
2026-05-15 13F Evercore Wealth Management, LLC 125 464 15,48 74 971 10,03
2026-04-15 13F Sightline Wealth Advisors, LLC 2 429 0,12 1 452 -4,60
2026-05-01 13F Monetary Solutions, Ltd 416 13,66 249 8,30
2026-05-13 13F 1620 Investment Advisors, Inc. 198 73,68 118 66,20
2026-05-13 13F E-Wealth Partners, LLC 991 621
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 154 531 1,61 92 340 -3,19
2026-04-14 13F FC Advisory LLC 1 663 0,18 994 -4,52
2026-05-01 13F Mutual Advisors, LLC 107 272 13,58 64 101 8,22
2026-04-27 13F Moran Wealth Management, LLC 1 422 138,19 850 127,01
2026-04-14 13F Xena Financial Planning, LLC 23 800 4,19 14 240 -0,59
2026-04-14 13F Peak Wealth Management LLC 3 295 1,60 1 969 -3,15
2026-05-15 13F California State Teachers Retirement System 6 078 0,21 3 632 -4,52
2026-04-14 13F Grant Private Wealth Management Inc 848 43,24 507 36,39
2026-05-08 13F Indie Asset Partners, LLC 1 336 1,21 798 -3,51
2026-04-23 13F DiPaolo Financial Group, Inc. 4 695 30,53 2 806 24,39
2026-04-15 13F Cypress Financial Planning Llc 811 2,79 485 -2,81
2026-04-28 13F Robertson Stephens Wealth Management, LLC 632 460 52,74 377 927 45,53
2026-05-19 13F Silicon Valley Capital Partners 1 613 5,29 964 0,21
2026-05-07 13F MONECO Advisors, LLC 3 243 15,00 1 938 9,56
2026-03-31 13F Sankala Group LLC 5 899 1,29 3 474 -5,47
2026-05-11 13F Fiduciary Group LLC 101 946 6,06 60 918 1,05
2026-04-13 13F Mather Group, Llc. 68 352 2,76 40 843 -2,09
2026-04-14 13F Spence Asset Management 984 27,63 1
2026-04-15 13F Verum Partners LLC 70 491 5,83 42 122 0,84
2026-04-22 13F Midwest Financial Group LLC 1 319 1,07 788 -3,67
2026-02-10 13F Vantus Wealth LLC 1 205 756
2026-05-01 13F/A Lodestone Wealth Management LLC 1 002 0,30 599 -4,47
2026-05-05 13F Fisher Asset Management, LLC 1 572 634 1,38 939 728 -3,40
2026-04-23 13F Blackston Financial Advisory Group, LLC 29 043 0,36 17 355 -4,38
2026-05-15 13F OMERS ADMINISTRATION Corp 1 587 839 949 385
2026-04-15 13F Norden Group Llc 1 196 134,51 715 123,13
2026-05-15 13F Cape Investment Advisory, Inc. 1 575 11,31 941 5,98
2026-04-20 13F YANKCOM Partnership 24 550 8,72 14 669 3,61
2026-04-08 13F JGP Wealth Management, LLC 982 18,46 587 12,91
2026-05-08 13F Hardworking Capital Advisors, LLC 1 922 0,52 1 148 -4,25
2026-04-24 13F Vertrix Wealth Management, LLC 1 666 995
2026-04-21 13F New Perspectives, Inc 509 0,39 304 -4,40
2026-05-14 13F Regal Investment Advisors LLC 15 523 1,00 9 276 -3,77
2026-05-12 13F Rsm Us Wealth Management Llc 279 939 9,29 167 277 3,37
2026-04-16 13F Westmount Partners, LLC 24 098 1,88 14 400 -2,93
2026-05-15 13F Zuckerman Investment Group, LLC 29 952 4,06 17 898 -0,85
2026-05-07 13F Florida Financial Advisors, Llc 28 294 6,68 16 908 2,06
2026-05-15 13F Thomist Capital Management, LP 17 000 10 158
2026-04-30 13F Shakespeare Wealth Management, Inc. 1 170 5,31 699 0,43
2026-05-13 13F Drake & Associates, LLC 923 20,03 552 14,32
2026-05-06 13F Angeles Wealth Management, Llc 164 274 0,97 98 162 -3,79
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 3 469 0,17 2 073 -4,56
2026-04-28 13F Pennsylvania Capital Management Inc /adv 17 058 1,20 10 193 -3,58
2026-05-05 13F Financial Concepts Unlimited, Inc. 1 070 639
2026-05-15 13F Van Eck Associates Corp 43 286 0,01 26 -7,41
2026-05-08 13F Roundview Capital LLC 98 347 1,24 58 767 -3,53
2026-05-08 13F Stelac Advisory Services LLC 23 371 5,05 13 965 0,09
2026-05-14 13F Global Endowment Management, LP 25 270 3,30 15 100 -1,57
2026-05-13 13F Strategic Financial Concepts, LLC 3 447 329,80 2 076 313,35
2026-04-14 13F Cdm Financial Counseling Services, Inc. 3 948 10,56 2 358 5,36
2026-04-13 13F Catalyst Private Wealth, Llc 2 533 2,63 1 514 -2,20
2026-05-13 13F Yarger Wealth Strategies, Llc 10 174 0,76 6 079 -4,00
2026-04-27 13F AMG Asset Management Group, Inc. 34 977 161,71 20 901 149,39
2026-05-11 13F Hedeker Wealth, LLC 574 7,69 343 2,40
2026-05-06 13F Crescent Grove Advisors, LLC 83 586 0,04 49 947 -4,68
2026-04-22 13F Madison Park Capital Advisors, LLC 3 372 1,87 2 015 -2,94
2026-05-13 13F SRS Capital Advisors, Inc. 53 864 14,06 32 187 8,68
2026-04-07 13F Farmers Trust Co 3 012 53,60 1 800 46,38
2026-05-12 13F Wakefield Asset Management LLLP 4 454 4,26 2 662 -0,67
2026-05-15 13F FIL Ltd 17 10
2026-05-05 13F Mandatum Life Insurance Co Ltd 62 733 25,14 37 486 19,23
2026-05-07 13F Stone Wealth Partners 14 310 3,28 8 551 -1,59
2026-04-27 13F Soltis Investment Advisors LLC 19 313 2,65 11 541 -2,19
2026-04-22 13F Advocate Investing Services LLC 83 40,68 50 32,43
2026-04-30 13F Mascoma Wealth Management LLC 3 971 0,03 2 373 -4,70
2026-05-07 13F Cannon Capital Management, Inc. 18 075 11,09 10 801 5,84
2026-05-11 13F Insight Advisors, LLC/ PA 11 106 2,53 6 636 -2,31
2026-05-14 13F Mission Creek Capital Partners, Inc. 4 289 8,78 2 563 3,64
2026-04-21 13F Pinnacle Associates Ltd 17 622 1,50 10 530 -3,30
2026-05-01 13F Guardian Wealth Advisors, LLC 744 6,74 444 1,83
2026-04-21 13F Northeast Investment Management 114 956 1,80 68 692 -3,00
2026-04-27 13F Nvwm, Llc 568 10,29 339 5,28
2026-05-15 13F Wealth Architects, LLC 5 573 3,99 3 330 -0,89
2026-05-13 13F Measured Wealth Private Client Group, LLC 711 16,75 425 11,29
2026-04-08 13F Violich Capital Management, Inc. 13 127 4,86 7 844 -0,09
2026-06-04 13F Town Capital LLC 982 9,48 587 4,27
2026-05-11 13F Eldridge Investment Advisors, Inc. 1 015 1,40 606 -3,35
2026-05-14 13F Financial Network Wealth Advisors LLC 111 58,57 66 53,49
2026-04-30 13F Waterfront Wealth Inc. 14 868 15,38 8 885 8,30
2026-04-15 13F Bernardo Wealth Planning LLC 2 267 3,42 1 355 -1,46
2026-04-22 13F Sykon Capital Llc 14 271 22,73 8 527 16,94
2026-04-06 13F Washington Trust Advisors, Inc. 27 802 5,09 16 613 0,14
2026-04-23 13F Chicago Capital, LLC 4 952 2,65 2 959 -2,18
2026-05-06 13F DecisionPoint Financial, LLC 2 531 13,70 1 512 8,39
2026-04-23 13F Blue Rock Wealth Management LLC 821 14,35 491 8,89
2026-05-07 13F Human Investing LLC 317 962 0,28 189 998 -4,45
2026-04-15 13F Stordahl Capital Management, Inc. 146 988 1,45 87 833 -3,34
2026-04-15 13F Weil Company, Inc. 54 364 4,60 32 485 -0,34
2026-04-24 13F Verus Wealth Management, Llc 21 409 2,04 12 793 -2,77
2026-04-24 13F Walker Asset Management, LLC 2 539 5,27 1 517 0,33
2026-04-24 13F Sage Investment Counsel LLC 1 746 0,29 1 043 -4,40
2026-04-20 13F Dagco, Inc. 2 008 116,38 1 200 106,19
2026-05-11 13F Seeds Investor Llc 56 428 52,94 36 021 55,67
2026-05-01 13F Hantz Financial Services, Inc. 3 777 22,31 2 100,00
2026-02-06 13F Redmont Wealth Advisors Llc 52 8,33 33 10,34
2026-04-16 13F Beese Fulmer Investment Management, Inc. 2 070 30,43 1 237 24,22
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 24 203 3,31 14 463 -1,57
2026-04-10 13F Oak Root LLC 53 950 1,21 32 238 -3,56
2026-04-13 13F Bourgeon Capital Management Llc 2 820 0,14 1 685 -4,53
2026-04-17 13F Paragon Financial Partners, Inc. 1 632 30,46 1 050 33,93
2026-05-01 13F Capital City Trust Co/fl 34 988 4,59 20 907 -0,34
2026-05-11 13F Becker Capital Management Inc 26 038 35,96 15 559 29,54
2026-05-11 13F Wealth Management Strategies, Inc. 1 652 0,30 987 -4,36
2026-02-02 13F Long Run Wealth Advisors, LLC 11 272 1,07 7 069 3,48
2026-05-15 13F Susquehanna International Group, Llp 410 127 8 943,59 245 071 8 517,12
2026-04-23 13F Master's Wealth Management Inc. 559 0,36 334 -4,30
2026-05-15 13F Susquehanna International Group, Llp Call 1 733 400 93,29 1 035 793 84,17
2026-05-15 13F Susquehanna International Group, Llp Put 960 000 298,18 573 648 279,39
2026-05-15 13F Cresset Asset Management, LLC 1 194 480 132,10 713 761 121,15
2026-05-11 13F Wells Fargo & Company/mn 6 246 795 1,17 3 732 772 -3,60
2026-05-06 13F Pekin Hardy Strauss, Inc. 673 56,88 402 49,44
2026-04-22 13F Capital Management Associates, Inc 67 810 4,98 40 520 0,03
2026-05-11 13F Empire Life Investments Inc. 159 363 3,45 95 984 -0,65
2026-04-10 13F Ballew Advisors, Inc 720 2,27 450 0,22
2026-05-01 13F Richardson Financial Services Inc. 5 604 1,50 3 349 1,55
2026-05-08 13F Glenview Trust Co 27 651 2,96 16 523 -1,90
2026-05-22 13F WNY Asset Management, LLC 36 200 4,09 21 631 1,58
2026-05-14 13F Legacy Bridge, LLC 1 434 13,45 857 8,08
2026-05-14 13F Battery Global Advisors, LLC 29 270 499,80 17 490 1 038,67
2026-05-12 13F Benjamin Edwards Inc 24 693 0,76 14 758 -3,98
2026-05-05 13F Willis Investment Counsel 1 173 47,18 701 40,28
2026-05-11 13F Westwood Wealth Management 506 302
2026-05-14 13F L2 Asset Management, LLC 372 222
2026-05-14 13F Rubicon Advisors, GP 578 1,40 346 -3,36
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 29 304 16,11 17 511 10,63
2026-05-11 13F L & S Advisors Inc 4 388 0,73 2 622 -3,99
2026-05-14 13F Sun Life Financial Inc 468 158 2,28 280 -2,79
2026-05-15 13F Royal Bank Of Canada Put 62 300 37 227
2026-04-02 13F Byrne Asset Management LLC 3 300 0,67 1 972 -4,09
2026-04-13 13F Chris Bulman Inc 29 182 1,71 17 438 -3,08
2026-04-29 13F Cahaba Wealth Management, Inc. 1 503 19,10 898 13,53
2026-05-13 13F Franklin Resources Inc 311 853 114,33 186 348 104,22
2026-04-15 13F Hengehold Capital Management Llc 4 525 21,51 2 704 15,80
2026-05-14 13F PlanVest Financial, Inc 580 347
2026-05-01 13F Towercrest Capital Management 1 845 9,50 1 103 4,36
2026-04-27 13F Latitude Advisors, LLC 5 162 15,48 3 084 10,02
2026-04-08 13F Prospera Capital Management, LLC 21 655 1,58 12 940 -3,22
2026-04-20 13F Hoge Financial Services, Llc 1 583 28,18 946 22,22
2026-05-15 13F Royal Bank Of Canada Call 144 000 86 047
2026-04-14 13F Covenant Asset Management, LLC 840 21,04 502 15,17
2026-05-01 13F Wingate Wealth Advisors, Inc. 4 003 0,88 2 392 -3,86
2026-05-07 13F MA Private Wealth 125 012 2,29 74 701 -2,53
2026-04-22 13F Formidable Asset Management, LLC 1 348 14,14 845 17,04
2026-04-24 13F USS Investment Management Ltd 3 495 162 760,02 2 089 023 719,73
2026-05-11 13F High Note Wealth, LLC 748 15,08 447 9,58
2026-05-08 13F Compass Capital Corp /ma/ /adv 886 18,29 596 25,00
2026-04-10 13F AssuredPartners Investment Advisors, LLC 34 896 4,33 21 136 0,76
2026-04-29 13F Formulate Financial Llc 25 298 1,01 15 117 -3,76
2026-05-12 13F Thoroughbred Financial Services, Llc 35 213 4,92 21 0,00
2026-05-15 13F Plan A Wealth LLC 1 139 3,26 681 -1,59
2026-05-04 13F 1st Source Bank 3 287 22,06 1 964 16,35
2026-05-21 13F Vestor Capital, Llc 2 284 1 772,13 1 0,00
2026-05-13 13F GeoWealth Management, LLC 336 069 0,99 200 816 -3,77
2026-05-14 13F Standard Family Office LLC 128 996 1,26 77 082 -3,51
2026-04-10 13F Eagle Wealth Strategies Llc 86 475 31,18 51 673 24,99
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 502 8,19 300 3,10
2026-05-01 13F Sachetta, LLC 474 70,50 283 62,64
2026-04-17 13F First City Capital Management, Inc. 13 477 5,97 8 053 0,95
2026-05-15 13F Greenline Partners, LLC 44 095 50,44 26 349 43,34
2026-04-17 13F Willner & Heller, Llc 703 16,20 420 10,82
2026-04-23 13F Inman Jager Wealth Management, LLC 2 536 4,36 1 515 -0,53
2026-05-05 13F Haven Private, LLC 1 429 30,98 854 24,71
2026-05-13 13F Monograph Wealth Advisors, Llc 6 645 1,56 3 971 -3,24
2026-05-12 13F Strategic Wealth Partners, Ltd. 3 246 9,40 1 940 4,25
2026-05-15 13F Vawter Financial, Ltd. 726 0,14 434 -4,63
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 10 367 6 195
2026-04-21 13F Mayfair Advisory Group, LLC 827 13,60 494 8,10
2026-05-07 13F Alpha Zero LLC 1 370 1,48 819 -3,31
2026-05-13 13F Visionary Wealth Advisors 38 573 6,93 23 049 1,89
2026-05-05 13F Sanctuary Advisors, LLC 410 162 3,19 245 092 -1,68
2026-05-06 13F LPL Financial LLC Put 3 700 131,25 2 211 120,34
2026-04-14 13F Patriot Investment Management Inc. 7 171 0,42 4 285 -4,33
2026-05-08 13F Woodley Farra Manion Portfolio Management Inc 1 770 6,69 1 058 1,63
2026-04-07 13F Orgel Wealth Management, LLC 6 295 3,38 3 762 -1,49
2026-05-04 13F Envestnet Asset Management Inc 10 680 171 64,38 6 381 936 56,63
2026-04-15 13F Horizon Financial Services, Llc 17 30,77 10 25,00
2026-05-15 13F Investmark Advisory Group LLC 1 331 0,38 795 -4,45
2026-05-13 13F State Farm Mutual Automobile Insurance Co 396 713 39,65 237 056 33,06
2026-05-07 13F Rothschild Investment Llc 18 575 6,31 11 100 1,30
2026-04-02 13F Ares Financial Consulting, LLC 1 175 0,17 708 -3,81
2026-04-28 13F Fortitude Advisory Group L.L.C. 2 795 22,05 1 670 16,23
2026-03-02 13F Reflection Asset Management 21 13
2026-04-24 13F NavPoint Financial, Inc. 16 140 0,82 9 644 -3,93
2026-05-12 13F Asset One Wealth Management LLC 34 836 16,39 22 548 17,77
2026-04-08 13F Cardinal Capital Management 297 177
2026-04-23 13F West Bancorporation Inc 17 479 3,24 10 445 -1,63
2026-05-13 13F Provident Living Financial Services, Inc. 786 9,93 470 4,69
2026-04-10 13F Marshall Financial Group LLC 23 363 43,76 13 961 36,98
2026-04-22 13F Stone Point Wealth LLC 1 277 24,22 763 18,48
2026-04-08 13F Olistico Wealth, LLC 2 057 1,58 1 229 -3,23
2026-05-07 13F Resolute Wealth Strategies, LLC 3 347 2,42 2 000 -2,44
2026-05-15 13F Cardiff Park Advisors, Llc 68 007 40 638
2026-05-08 13F Jabodon Pt Co 430 549 33,44 257 27,23
2026-04-20 13F Davidson Trust Co 1 133 18,39 677 13,02
2026-05-04 13F J. Safra Sarasin Holding AG 189 287 1,22 113 108 -3,56
2026-04-29 13F Bluestem Financial Advisors, Llc 5 627 5,49 3 362 0,54
2026-04-14 13F Heirloom Wealth Management 4 169 2 491
2026-04-14 13F Quantum Financial Planning Services, Inc. 809 0,12 484 -4,55
2026-04-16 13F Roble, Belko & Company, Inc 4 968 1,26 3 -33,33
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 4 648 9,47 2 778 4,28
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 602 774 360 188
2026-05-15 13F Variant Private Wealth, LLC 416 248
2026-04-29 13F Geneva Partners, LLC 756 0,13 452 -4,65
2026-04-02 13F Lvm Capital Management Ltd/mi 589 1,90 0
2026-05-04 13F Redwood Park Advisors LLC 106 63,08 63 57,50
2026-04-10 13F Perigon Wealth Management, LLC 234 336 13,87 140 027 8,50
2026-04-21 13F OneAscent Family Office, LLC 3 150 0,35 1 882 -4,37
2026-04-17 13F PMG Family Office LLC 942 0,75 563 -4,10
2026-04-29 13F PCB Capital LLC 356 212
2026-05-06 13F Proffitt & Goodson Inc 176 697 5,70 105 585 0,71
2026-04-21 13F SmartHarvest Portfolios, LLC 2 214 96,28 1 323 87,13
2026-05-13 13F Heritage Trust Co 8 811 6,85 5 265 1,82
2026-05-05 13F Net Worth Advisory Group 441 0,92 264 -3,66
2026-04-15 13F DAVENPORT & Co LLC 346 582 4,20 207 100 -0,71
2026-04-24 13F Fulton Bank, N.a. 79 943 9,28 47 770 4,12
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 4 867 3 052
2026-05-15 13F Nissay Asset Management Corp /japan/ /adv 353 867 49,58 211 453 42,53
2026-05-14 13F TRB Wealth Management, LLC 364 217
2026-04-09 13F Acropolis Investment Management, LLC 570 339 0,32 340 806 -4,41
2026-04-30 13F Paladin Advisory Group, LLC 2 809 0,39 1 679 -4,33
2026-05-06 13F Pacitti Group Inc. 1 478 0,07 883 -4,64
2026-05-06 13F Intrust Bank Na 408 135 31,33 243 881 25,14
2026-05-11 13F Arrow Financial Corp 202 122 2,49 120 778 -2,35
2026-04-21 13F Next Level Wealth Planning, LLC 95 210 2,01 56 893 -2,80
2026-04-10 13F Aquire Wealth Advisors, LLC 1 571 0,90 939 -3,89
2026-05-12 13F Clark Wealth Partners 1 021 2,20 610 -2,56
2026-05-13 13F Invictus Private Wealth, Llc 414 930 2,92 247 942 -1,94
2026-05-15 13F Clearview Wealth Management LLC 4 685 2 800
2026-05-15 13F Magnolia Capital Advisors Llc 9 857 22,26 5 890 16,50
2026-04-15 13F Signature Estate & Investment Advisors Llc 9 950 3,96 5 945 -0,95
2026-05-14 13F We Are One Seven, LLC 197 734 22,46 118 156 16,69
2026-05-15 13F MAI Capital Management 174 278 21,10 104 140 15,39
2026-05-12 13F Prosperity Bancshares Inc 858 429,63 513 406,93
2026-04-08 13F NorthCrest Asset Manangement, LLC 3 626 17,96 2 187 12,51
2026-04-15 13F Home Federal Bank Of Tennessee 895 535
2026-05-08 13F VELA Investment Management, LLC 433 259
2026-04-23 13F S.E.E.D. Planning Group LLC 379 226
2026-04-27 13F Arcadia Wealth Management, LLC 7 289 4,26 4 355 -0,66
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 595 0,85 356 -3,79
2026-04-24 13F Oakworth Capital, Inc. 47 133 1,23 28 164 -3,54
2026-04-24 13F Eagle Bay Advisors LLC 3 140 55,37 1 876 48,07
2026-05-05 13F Atria Investments Llc 257 515 37,75 153 878 31,26
2026-04-17 13F Community Bank of Raymore 9 667 0,06 5 777 -4,66
2026-04-23 13F Simmons Bank 380 14,46 227 9,13
2026-05-05 13F Prosperity Consulting Group, LLC 5 573 8,66 3 330 3,51
2026-05-13 13F B&D White Capital Company, LLC 2 013 17,86 1 203 12,23
2026-05-15 13F Innovator Capital Management, LLC 1 542 283 921 591
2026-05-12 13F BOK Financial Private Wealth, Inc. 506 947 1,25 302 926 -3,52
2026-05-08 13F Joseph Group Capital Management 793 5,03 474 0,00
2026-05-01 13F Arq Wealth Advisors, Llc 526 5,20 315 0,32
2026-05-15 13F Independent Family Office, LLC 26 031 8,14 15 555 3,04
2026-05-06 13F California Public Employees Retirement System 33 635 939 6,49 20 099 155 1,46
2026-05-06 13F Assetmark, Inc 3 723 036 7,53 2 224 700 2,46
2026-05-11 13F Haverford Trust Co 29 531 4,06 17 646 -0,85
2026-05-08 13F Paulson Wealth Management Inc. 414 0,24 247 -4,26
2026-05-15 13F Ameriflex Group, Inc. 8 945 4,84 5 345 -0,09
2026-04-08 13F Grove Bank & Trust 124 191 2,21 74 210 -2,61
2026-04-27 13F Oarsman Capital, Inc. 3 050 19,80 1 823 14,16
2026-05-07 13F Oak Barrel Wealth Advisory LLC 852 535
2026-05-01 13F Advisors Capital Management, LLC 13 645 7,51 8 154 2,44
2026-04-24 13F Bellevue Asset Management, Llc 896 24,10 536 18,36
2026-04-23 13F Dupree Financial Group, LLC 1 576 2,20 942 -2,59
2026-05-07 13F New York Life Insurance Co 482 482 29,64 288 307 23,53
2026-05-14 13F Delos Wealth Advisors, LLC 1 014 606
2026-04-15 13F Midwest Heritage Bank, FSB 2 614 2,39 1 562 -2,44
2026-04-15 13F Register Financial Advisors LLC 757 146,58 452 135,42
2026-04-24 13F Tcfg Wealth Management, Llc 1 655 42,06 989 35,34
2026-04-17 13F Capital Wealth Management, Llc 10 513 15,20 6 282 9,77
2026-05-05 13F Gallagher Capital Advisors, LLC 862 0,35 515 -4,99
2026-05-19 13F Western Wealth Management, LLC 39 486 12,80 23 595 7,48
2026-04-14 13F Focus Financial Network, Inc. 13 858 15,02 8 281 9,60
2026-04-14 13F Amicus Financial Advisors, LLC 3 628 5,80 2 168 0,79
2026-04-09 13F Pacifica Partners Inc. 1 012 88,10 605 78,70
2026-05-12 13F Summit Trail Advisors, Llc 1 054 464 8,39 630 095 3,28
2026-04-15 13F LongView Wealth Management 11 940 33,96 7 622 33,75
2026-04-22 13F Cornerstone Wealth Group, LLC 38 283 0,89 24 778 4,12
2026-02-12 13F Winning Points Advisors, LLC 1 933 1
2026-04-16 13F Rfg Holdings, Inc. 183 925 1,84 109 905 -2,96
2026-05-14 13F SPWM Advisors LLC 928 66,01 630 79,71
2026-06-04 13F Evansbrook LLC 855 511
2026-04-27 13F Tsfg, Llc 40 067 1,75 24 -4,17
2026-05-11 13F Integrity Advisory Solutions, LLC 2 221 40,48 1 328 33,77
2026-04-14 13F Tradewinds Capital Management, LLC 2 980 3,15 1 781 -1,71
2026-05-26 13F Axiom Investment Management LLC 165 98
2026-05-15 13F Wimmer Associates 1, Llc 2 515 4,27 1 503 -0,66
2026-05-15 13F Ballast, Inc. 703 15,82 420 10,53
2026-05-11 13F MCF Advisors LLC 474 346 3,36 283 445 -1,51
2026-05-06 13F John G Ullman & Associates Inc 6 614 0,12 3 952 -4,59
2026-04-15 13F Silverlake Wealth Management Llc 24 195 14,56 14 458 9,15
2026-04-28 13F Parthenon Llc 14 995 3,56 8 960 -1,32
2026-05-11 13F Timmons Wealth Management, LLC 523 9,87 312 4,70
2026-05-13 13F Heritage Wealth Advisors 37 617 5,62 22 478 0,64
2026-05-13 13F Pinnacle Financial Group, LLC / IL 636 0,16 380 -4,77
2026-04-17 13F AdvisorNet Financial, Inc 31 158 15,40 18 619 9,96
2026-04-17 13F Brave Asset Management Inc 31 773 0,10 18 986 -4,62
2026-05-15 13F Westbourne Investments, Inc. 5 776 3 451
2026-04-13 13F Creative Financial Designs Inc /adv 18 675 2,60 11 159 -2,23
2026-05-07 13F Scarborough Advisors, LLC 37 264 22 267
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 119 367 3,87 71 328 -1,03
2026-04-10 13F Winebrenner Capital Management Llc 678 12,07 405 6,86
2026-05-13 13F Provident Investment Management, Inc. 3 123 0,32 1 866 -4,41
2026-04-20 13F Breakwater Capital Group 16 282 1,23 9 729 -3,54
2026-05-15 13F Norinchukin Bank, The 733 080 62,88 438 052 55,20
2026-04-22 13F Eqis Capital Management, Inc. 3 513 0,37 2 099 -4,37
2026-02-05 13F Schulz Wealth, LTD. 1 057 663
2026-04-29 13F Hughes Financial Services, LLC 32 6,67 19 5,56
2026-04-22 13F Continuum Advisory, LLC 22 150 3,57 13 236 -1,32
2026-04-28 13F Kiley Juergens Wealth Management, Llc 3 249 1 941
2026-05-21 13F BankChampaign, National Association 118 71
2026-05-01 13F 180 Wealth Advisors, Llc 5 062 14,73 3 025 9,33
2026-04-27 13F Actinver Wealth Management, Inc. 3 357 0,03 2 006 -4,71
2026-05-06 13F Performa Ltd (US), LLC 197 430 3,90 117 974 -1,00
2026-04-30 13F Mosaic Family Wealth Partners, Llc 3 447 2 060
2026-04-23 13F Traub Capital Management LLC 423 0,24 253 -4,55
2026-05-11 13F Smith Partners Wealth Management, LLC 14 206 22,10 8 489 16,34
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 29 460 2,66 17 604 -2,18
2026-04-29 13F Alliance Wealth Management Group 1 645 10,77 983 5,59
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 1 478 131,66 883 120,75
2026-05-12 13F Callahan Advisors, LLC 753 0,13 450 -4,67
2026-05-01 13F Signature Resources Capital Management, LLC 1 082 0,37 647 -4,44
2026-05-15 13F Steffes Financial, Ltd. 71 956 1,71 42 997 -3,09
2026-05-01 13F Washburn Capital Management, Inc. 3 984 0,25 2 381 -4,49
2026-04-20 13F Hilton Head Capital Partners, LLC 751 177,12 449 165,09
2026-04-16 13F First Merchants Corp 61 028 8,44 36 467 3,33
2026-05-15 13F Real Talk Capital, LLC 44 374 4,14 26 516 -0,77
2026-05-14 13F Laraway Financial Inc 592 0,17 354 -4,59
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 1 501 0,33 897 -4,48
2026-04-20 13F Investment Research & Advisory Group, Inc. Call 100 0
2026-05-11 13F Pathstone Holdings, LLC 1 665 413 1,89 995 169 -2,89
2026-04-21 13F Tumwater Wealth Management, LLC 4 583 2,69 2 739 -2,14
2026-04-10 13F McCollum Christoferson Group LLC 96 324 118,12 23 214 -16,18
2026-04-14 13F Nbc Securities, Inc. 38 372 16,07 22 929 10,60
2026-04-13 13F Successful Portfolios LLC 665 0,45 391 -7,58
2026-01-30 13F Canandaigua National Bank & Trust Co 4 514 2,97 2 831 5,44
2026-05-07 13F Pillar Financial Advisors, LLC 930 0,22 556 -4,64
2026-04-10 13F ALM First Financial Advisors, LLC 278 997 6,86 146 162 2,10
2026-04-21 13F Fingerlakes Wealth Management, Inc. 2 113 5,60 1 262 0,64
2026-05-04 13F Autumn Glory Partners, LLC 46 944 39,04 28 051 32,48
2026-04-17 13F Great Waters Wealth Management 473 2,83 283 -2,08
2026-04-24 13F Axis Wealth Partners, LLC 10 659 2,96 6 369 -1,89
2026-04-14 13F Cornerstone National Bank & Trust Co 17 626 10 616
2026-05-04 13F Chicago Partners Investment Group LLC 279 303 4,90 182 636 8,22
2026-03-09 13F EMC Capital Management 84 254 1,06 54 3,92
2026-05-15 13F Fortress Financial Group, Llc 3 311 1 979
2026-04-16 13F Swisher Financial Concepts, Inc. 665 19,39 397 13,79
2026-05-06 13F Hartland & Co., LLC 1 655 762 41,48 989 401 34,80
2026-04-09 13F Moody National Bank Trust Division 105 587 2,81 63 094 -2,04
2026-05-15 13F Advisory Services Network, LLC 58 373 7,40 34 881 2,33
2026-04-30 13F LRI Investments, LLC 7 768 22,45 4 642 16,67
2026-05-04 13F Chicago Partners Investment Group LLC Put 100 65
2026-05-12 13F Index Fund Advisors, Inc. 4 432 10,74 2 648 5,54
2026-01-06 13F Ransom Advisory, Ltd 593 372
2026-04-14 13F XY Planning Network, Inc. 46 544 15,12 28 034 10,56
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 2 769 562 0,87 1 654 952 -3,89
2026-05-13 13F Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 38 466 22 985
2026-04-15 13F Trust Co Of Toledo Na /oh/ 8 125 12,38 4 855 7,08
2026-04-14 13F Howland Capital Management Llc 73 602 0,99 43 981 -3,77
2026-05-14 13F Passive Capital Management, LLC. 3 396 6,26 2 029 1,25
2026-05-06 13F Hartland & Co., LLC Put 4 362 -4,72
2026-04-28 13F Clarity Retirement & Wealth, LLC 2 524 492,49 1 508 464,79
2026-04-16 13F jvl associates llc 30 960 2 652,00 18 500 2 523,97
2026-04-17 13F Forefront Wealth Partners, LLC 2 771 6,95 1 656 1,97
2026-05-06 13F Berkeley Capital Partners, LLC 1 763 12,22 1 053 6,90
2026-04-30 13F Triune Financial Partners, LLC 341 0,59 203 -5,58
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 158 002 1,61 94 414 -3,18
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 3 330 2,30 1 990 -2,50
2026-05-04 13F Sterling Investment Advisors, Ltd. 1 060 2,61 634 -2,16
2026-05-12 13F Sumitomo Life Insurance Co 41 600 56,39 24 858 49,02
2026-04-30 13F Accredited Investors Inc. 7 321 10,09 4 375 4,89
2026-04-10 13F Finward Bancorp 12 717 4,43 7 599 -0,48
2026-04-28 13F Integral Investment Advisors, Inc. 60 781 2,29 36 320 -2,53
2026-04-17 13F Old North State Wealth Management, LLC 2 960 0,30 1 771 -4,43
2026-05-05 13F Wealthfront Advisers Llc 861 151 6,05 514 581 1,05
2026-05-14 13F Us Bancorp \de\ 1 126 517 128,98 264 691 -14,21
2026-05-01 13F Holistic Planning, LLC 25 105 2,39 15 002 -2,44
2026-04-20 13F Balance Wealth, LLC 40 372 53,48 24 125 46,24
2026-04-24 13F Semus Wealth Partners LLC 526 0,38 314 -4,27
2026-04-08 13F Bond & Devick Financial Network, Inc. 605 0,17 362 -4,50
2026-05-15 13F Colter Lewis Investment Partners LLC 7 518 37,04 4 493 30,58
2026-04-30 13F Acorn Wealth Advisors, LLC 3 148 19,33 1 881 13,72
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 8 861 0,57 5 295 -4,16
2026-04-24 13F Kropog Financial Group, LLC 1 073 1,42 641 -3,32
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 850 19,55 508 13,68
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 33 527 9,03 20 034 3,89
2026-04-21 13F Madson Wealth Advisors Inc 1 075 642
2026-04-15 13F 21 West Wealth Management LLC 12 281 1,54 7 339 -3,26
2026-05-14 13F Evergreen Capital Management Llc 36 084 1,12 21 562 -3,65
2026-05-20 13F Leigh Baldwin & Co., Llc 1 188 0,68 710 -4,19
2026-05-12 13F Tocqueville Asset Management L.p. 4 043 9,03 2 416 3,87
2026-05-12 13F Crusonia Wealth Advisors LLC 6 700 7,75 4 004 2,67
2026-05-11 13F Reliant Investment Partners, LLC 11 266 3,03 6 732 -1,84
2026-04-08 13F Wealth Science Advisors LLC 60 38
2026-05-14 13F Nan Shan Life Insurance Co., Ltd. 68 445 40 899
2026-04-30 13F Csenge Advisory Group 13 994 0,06 8 362 -4,65
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 11 626 8,54 6 947 3,42
2026-05-15 13F Common Fund For Nonprofit Organizations 193 200 14,71 115 446 9,29
2026-05-13 13F Wealth Advisors of Iowa, LLC 727 434
2026-04-07 13F Pathway Financial Advisors LLC 1 650 2,10 995 -3,21
2026-04-27 13F BCK Partners, Inc. 77 117 0,86 46 081 -3,89
2026-05-15 13F Security National Bank Of Sioux City Iowa /ia/ 1 360 234,15 813 218,43
2026-05-27 13F Westshore Wealth, LLC 14 344 5,83 8 571 0,84
2026-05-04 13F Cfo Capital Management Llc 4 342 4,12 2 523 -3,56
2026-05-08 13F Princeton Capital Management Llc 2 467 5,34 1 474 0,41
2026-04-13 13F Perennial Advisors, LLC 1 247 0,40 745 -4,24
2026-04-22 13F Red Door Wealth Management, LLC 35 952 1,95 21 483 -2,86
2026-04-27 13F Apeiron RIA LLC 3 225 0,25 1 927 -6,32
2026-05-11 13F Portland Global Advisors LLC 4 550 1,22 2 719 -3,55
2026-05-11 13F Stonebrook Private Inc. 1 528 9,22 913 4,10
2026-02-12 13F FineMark National Bank & Trust 31 332 4,72 19 649 7,24
2026-05-07 13F Facet Wealth, Inc. 30 518 5,01 18 236 -1,89
2026-02-13 13F Safe Harbor Wealth Advisors, LLC 496 311
2026-05-05 13F Napier Financial, LLC 370 221
2026-05-06 13F Kesler, Norman & Wride, LLC 3 297 33,37 1 970 27,03
2026-05-11 13F Wealth Dimensions Group, Ltd. 2 895 0,31 1 730 -4,42
2026-04-22 13F Motco 535 5,52 320 0,63
2026-04-16 13F Asset Advisory Group, Inc. 1 001 0,81 598 -3,86
2026-05-12 13F Carr Financial Group Corp 386 1,58 231 -3,36
2026-04-21 13F Maridea Wealth Management LLC 6 414 5,15 3 833 0,18
2026-04-16 13F Sky Investment Group LLC 548 -4,87
2026-04-22 13F BKM Wealth Management, LLC 484 1,68 289 -3,02
2026-02-12 13F Planning Project LLC 12 251 7 683
2026-04-21 13F Grimes & Company, Inc. 11 552 0,34 6 903 -4,39
2026-04-21 13F Christine Messmer Pc 417 0,48 249 -4,62
2026-05-08 13F Clarion Wealth Managment Partners, LLC 913 0,11 545 -4,72
2026-04-22 13F TBH Global Asset Management, LLC 3 765 16,56 2 250 11,06
2026-05-15 13F Matrix Private Capital Group Llc 413 122,04 247 112,07
2026-04-21 13F Foster & Motley Inc 1 392 12,62 1
2026-05-06 13F TCFG Investment Advisors, LLC 1 655 989
2026-04-17 13F PMG Wealth Management, Inc. 892 22,87 533 16,92
2026-04-17 13F Nautilus Advisors LLC 866 24,78 518 18,85
2026-04-27 13F Exencial Wealth Advisors, Llc 50 775 12,70 30 341 7,39
2026-04-10 13F Abound Wealth Management 34 084 3,84 20 367 -1,06
2026-05-01 13F Connecticut Wealth Management, LLC 23 020 6,85 13 756 1,81
2026-05-14 13F Galvin, Gaustad & Stein, LLC 1 401 1,45 837 -3,35
2026-04-22 13F Detalus Advisors, LLC 10 756 0,02 6 427 -4,69
2026-05-06 13F Kelsey Financial, LLC 1 336 20,58 798 14,99
2026-02-17 13F Pine Valley Investments Ltd Liability Co Put 114
2026-05-14 13F Tableaux Llc 2 103 34,38 1 257 25,98
2026-06-01 13F Financial Solutions Advisory Group, Inc. 576 344
2026-04-17 13F McHugh Group, LLC 1 257 23,60 751 17,90
2026-04-17 13F Nottingham Advisors, Inc. 31 865 28,15 19 041 22,11
2026-05-07 13F Bearing Point Capital, Llc 2 878 161,40 1 720 149,13
2026-05-15 13F Change Path, LLC 82 816 1,50 49 487 -3,29
2026-05-05 13F Zeit Capital LLC 107 4,90 64 0,00
2026-04-28 13F Alberta Investment Management Corp 3 358 186 72,08 2 006 684 63,97
2026-05-12 13F Borer Denton & Associates, Inc. 1 128 8,67 674 3,53
2026-04-27 13F Thrive Capital Management, LLC 15 301 18,25 9 143 12,67
2026-05-15 13F Everest Financial Group LLC 15 436 9 223
2026-04-21 13F Grey Fox Wealth Advisors, LLC 1 842 0,16 1 101 -4,51
2026-05-08 13F Blair William & Co/il 397 380 5,90 237 455 0,91
2026-05-15 13F Alternative Investment Advisors, LLC. 405 12,19 243 6,61
2026-04-24 13F UMA Financial Services, Inc. 5 210 1,70 3 113 -3,08
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 535 41,91 319 35,17
2026-05-04 13F Avantax Planning Partners, Inc. 64 918 1 619,68 38 792 1 538,83
2026-05-05 13F Privium Fund Management (UK) Ltd 122 940 71 669
2026-04-08 13F Birchbrook, Inc. 11 709 585 350,00 6 997 699 500,00
2026-05-15 13F Core Wealth Advisors, Inc. 40 704 1,63 24 323 -3,17
2026-04-20 13F Trust Co Of Oklahoma 10 722 1,45 6 407 -3,35
2026-04-28 13F Fundamentun, Llc 14 896 0,09 8 901 -4,63
2026-04-20 13F MBM Wealth Consultants, LLC 73 857 1,74 44 133 -3,05
2026-05-11 13F Marin Bay Wealth Advisors, LLC 654 84,23 391 76,13
2026-05-08 13F Wealthedge Investment Advisors, Llc 1 005 12,42 601 6,95
2026-04-21 13F Falcon Wealth Planning 4 295 24,17 2 567 18,30
2026-05-07 13F Carson Advisory Inc. 1 504 10,02 899 4,78
2026-02-09 13F Financial Advisory Corp /ut/ /adv 3 587 57,74 2 100,00
2026-04-08 13F Sapient Capital Llc 26 755 0,85 15 987 -4,60
2026-04-09 13F IFG Advisors, LLC 103 300 10,96 61 727 5,73
2026-04-23 13F Summit Investment Advisory Services, LLC 1 126 23,74 673 17,89
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 719 9,44 430 4,13
2026-01-22 13F Greenberg Financial Group 1 136 0,80 712 5,79
2026-04-22 13F Accretive Wealth Partners, LLC 2 134 9,94 1 275 4,77
2026-05-05 13F Crestwood Advisors Group LLC 69 897 21,04 41 749 15,26
2026-04-08 13F Sfm, Llc 60 500 5,47 36 152 0,49
2026-04-29 13F/A True Link Financial Advisors, LLC 875 18,56 523 12,99
2026-04-17 13F Total Clarity Wealth Management, Inc. 1 746 4,11 1 043 -0,76
2026-04-15 13F Iams Wealth Management, Llc 3 082 18,86 1 843 13,28
2026-04-20 13F McKinley Carter Wealth Services, Inc. 15 722 2,58 9 395 -2,26
2026-04-24 13F Peregrine Asset Advisers, Inc. 12 653 9,22 7 561 4,06
2026-04-16 13F Lexington Hill Partners, LLC 3 348 0,75 2 001 -4,03
2026-04-27 13F Serenus Wealth Advisors, LLC 18 670 2,35 11 156 8,48
2026-04-27 13F Capital Investment Services of America, Inc. 1 115 3,34 667 -1,48
2026-05-01 13F United Bank 1 286 145,42 768 134,15
2026-05-12 13F Americana Partners, LLC 72 328 152,08 43 219 140,19
2026-05-15 13F Wellington Management Group Llp 636 534 1,81 380 361 -2,99
2026-04-23 13F Manchester Financial Inc 1 056 9,32 631 4,30
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 6 574 3 928
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 10 233 4,62 6 115 -0,33
2026-05-04 13F Bridges Investment Management Inc 35 365 14,55 21 133 9,15
2026-01-14 13F ORG Partners LLC 7 364 0,50 4 620 2,94
2026-04-09 13F Elmwood Wealth Management, Inc. 1 187 80,67 709 72,09
2026-05-13 13F Alesco Advisors Llc 4 771 13,92 2 851 8,53
2026-04-27 13F Ulland Investment Advisors, LLC 1 410 0,86 1
2026-05-19 13F Mascagni Wealth Management, Inc. 1 334 19,11 797 13,53
2026-05-04 13F AMG National Trust Bank 341 293 7,85 203 940 2,77
2026-05-11 13F Mountain Capital Investment Advisors, Inc 1 457 33,92 958 38,24
2026-05-14 13F Lbmc Investment Advisors, Llc 25 287 1,62 15 110 -3,17
2026-05-07 13F Burk Holdings LLC 1 896 2,27 1 133 -2,50
2026-05-04 13F Heritage Wealth Architects, Inc. 1 010 42,86 669 49,33
2026-04-20 13F Investment Research & Advisory Group, Inc. 115 534 0,47 69 038 -4,27
2026-04-08 13F McNaughton Wealth Management, LLC 22 710 105,13 13 570 95,48
2026-05-11 13F Ellevest, Inc. 2 523 0,56 1 508 -4,20
2026-04-16 13F Center For Asset Management LLC 21 246 16,90 12 696 11,39
2026-05-14 13F Acorns Advisers, LLC 9 608 371 4,63 5 741 -0,31
2026-04-29 13F WealthPlan Investment Management, LLC 3 528 59,42 2 108 51,98
2026-05-05 13F Duncan Williams Asset Management, LLC 16 547 0,38 9 887 -4,93
2026-05-05 13F Strategic Investment Management, Llc 152 670 91 228
2026-05-08 13F New England Private Wealth Advisors LLC 19 340 2,02 11 558 -2,79
2026-04-23 13F Harbor Investment Advisory, Llc 21 518 0,84 12 858 -3,91
2026-05-01 13F Keener Financial Planning LLC 895 6,55 1
2026-05-07 13F Planning Alternatives Ltd /adv 7 272 0,21 4 345 -4,53
2026-05-15 13F/A Independent Financial Group, Llc 40 317 11,87 24 092 6,60
2026-04-29 13F Greenwood Capital Associates Llc 2 611 1 560
2026-04-22 13F Norris Perne & French Llp/mi 2 692 32,09 1 608 25,92
2026-04-22 13F Ridgecrest Wealth Partners, Llc 15 930 20,24 9 519 14,55
2026-04-30 13F Donaldson Capital Management, Llc 18 796 3,86 11 232 -1,04
2026-05-07 13F Cutler Investment Counsel Llc 633 3,77 378 -1,05
2026-05-14 13F Botty Investors LLC 24 180 5,10 14 449 0,14
2026-05-12 13F Aspiriant, Llc 181 129 0,53 108 234 -4,21
2026-04-10 13F Perfromance Wealth Partners, LLC 5 654 2,22 3 379 -2,60
2026-05-11 13F Fountainhead AM, LLC 3 267 6,80 1 952 1,77
2026-05-04 13F Clear Investment Research, Llc 49 29
2026-04-09 13F OFS Enterprise LLC 120 304 71 888
2026-04-14 13F Kozak & Associates, Inc. 78 36,84 49 36,11
2026-04-20 13F Boyd Wealth Management, LLC 83 846 2,71 50 102 -2,13
2026-05-15 13F Equitable Holdings, Inc. 367 224 21,40 109 292 -42,39
2026-05-14 13F Claudia M.p. Batlle, Crp (r) Llc 432 15,20 258 9,79
2026-05-08 13F 1776 Wealth LLC 7 762 11,28 4 638 6,04
2026-04-15 13F Brady Martz Wealth Solutions, LLC 3 495 72,59 2 088 64,54
2026-05-11 13F Westco Advisory Services Inc /adv 642 384
2026-04-17 13F Aspire Growth Partners LLC 27 064 8,34 16 172 3,24
2026-05-11 13F William Marsh Rice University 225 914 10,52 134 995 5,30
2026-05-13 13F Call To Action Foundation 855 287 0,32 511 077 -4,41
2026-05-11 13F Howard Wealth Management, Llc 7 449 1,83 4 451 -2,96
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 7 023 4,56 4 197 0,26
2026-04-13 13F Mitchell Sinkler & Starr/pa 16 478 2,20 9 846 -2,62
2026-05-05 13F Donalies Financial Planning, LLC 21 100 6,68 12 608 1,64
2026-05-12 13F Advyzon Investment Management, LLC 17 179 16,82 10 266 11,31
2026-04-13 13F Sjbenen Advisory, Llc 1 900 1 135
2026-05-04 13F Paragon Advisors, LLC 1 081 52,25 646 45,17
2026-04-23 13F O'Connor Financial Group LLC 44 427 1,14 26 547 -4,65
2026-04-24 13F Balentine LLC 36 415 0,16 21 760 -4,57
2026-04-16 13F Scott & Selber, Inc. 589 9,48 352 4,15
2026-04-24 13F Enzi Wealth 3 565 0,31 2 130 -5,59
2026-05-14 13F Bakala Capital Management LLC 5 893 0,32 3 521 -4,40
2026-05-15 13F Ancora Advisors, LLC 201 763 0,01 120 563 -4,71
2026-04-17 13F Ambassador Advisors, LLC 7 402 50,39 4 423 43,28
2026-05-06 13F Sentinus, LLC 9 566 8,94 5 716 3,81
2026-04-15 13F Fjell Capital, LLC 2 137 23,10 1 277 17,37
2026-05-22 13F Wellington Grp LLC 1 050 16,67 628 11,17
2026-05-14 13F Horizon Investments, LLC 18 688 35,68 11 167 29,28
2026-04-27 13F Lodestar Private Asset Management Llc 26 561 2,19 15 872 -2,64
2026-04-28 13F Busey Wealth Management 38 952 1,21 23 276 -3,57
2026-04-29 13F LTS Liquid Investments LLC 46 735 1,37 27 926 -3,41
2026-05-06 13F Pavion Blue Capital, LLC 1 771 22,90 1 058 17,17
2026-04-23 13F Willis Johnson & Associates, Inc. 2 888 4,64 1 726 -0,29
2026-05-12 13F CIBC Asset Management Inc 944 624 1,98 564 460 -2,83
2026-05-15 13F Investment Counsel Co Of Nevada 27 404 1,07 16 375 -3,69
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 16 082 1,53 9 610 -3,26
2026-04-29 13F Downshift Financial, LLC 5 011 17,55 3 269 23,22
2026-04-24 13F Able Wealth Management LLC 7 606 86,42 4 545 77,68
2026-04-24 13F Capital Asset Advisory Services LLC 5 334 29,00 3 475 32,13
2026-05-11 13F Founders Financial Alliance, LLC 4 991 6,49 2 982 1,43
2026-04-15 13F Wright Fund Managment, LLC 9 408 5 622
2026-05-14 13F Milestone Asset Management Group, LLC 12 371 4,96 7 392 0,01
2026-05-06 13F Catalyst Capital Advisors LLC 255 244 11,97 152 521 6,69
2026-01-14 13F One Wealth Management Investment & Advisory Services, LLC 352 221
2026-05-11 13F Condor Capital Management 232 695 1,92 139 047 -2,89
2026-05-08 13F Price Financial Group Wealth Management, Inc 357 0,28 233 4,50
2026-05-13 13F FJ Investments, LLC 2 117 354 0,32 1 265 225 -4,41
2026-05-04 13F HBW Advisory Services LLC 84 557 1,90 50 527 -2,90
2026-05-08 13F HFG Advisors, Inc. 3 212 2,07 1 919 -2,74
2026-05-08 13F Moors & Cabot, Inc. 12 915 18,98 7 717 13,37
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 5 213 4,14 3 538 12,71
2026-04-22 13F Millburn Ridgefield Corp 255 244 11,97 152 521 6,69
2026-05-15 13F Cutler Capital Management, LLC 3 177 19,66 1 898 14,06
2026-04-27 13F Denver Wealth Management, Inc. 4 553 2 721
2026-05-13 13F/A Jpmorgan Chase & Co 27 256 597 133,19 15 834 177 116,01
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 16 439 13,98 9 823 8,60
2026-04-06 13F Karras Company, Inc. 414 27,38 248 21,08
2026-05-12 13F Vienna Asset Management LLC 6 182 14,74 3 694 9,33
2026-04-15 13F Tenzing Financial LLC 356 5,95 225 6,67
2026-05-05 13F Advantage Trust Co 819 2,50 489 -2,40
2026-04-14 13F Seven Mile Advisory 9 349 8,75 5 587 3,62
2026-04-23 13F Glass Jacobson Investment Advisors llc 7 102 7,62 4 244 2,54
2026-04-30 13F Rockline Wealth Management, LLC 690 83,02 412 74,58
2026-05-12 13F Causey Wealth LLC 15 469 5,76 9 243 0,77
2026-05-12 13F Ausdal Financial Partners, Inc. 22 525 3,70 13 460 -1,19
2026-02-17 13F Glenmede Trust Co Na 1 772 161 13,97 1 111 375 39,08
2026-04-17 13F Prentice Wealth Management LLC 619 1,64 370 -3,15
2026-05-15 13F Hancock Whitney Corp 8 116 17,74 5 131 18,72
2026-05-04 13F N.E.W. Advisory Services LLC 29 690 6,45 17 741 1,42
2026-05-06 13F Eq Llc 41 899 0,76 25 037 -3,99
2026-05-14 13F Rialto Wealth Management, LLC 37 483 0,51 22 398 -4,23
2026-04-14 13F Lawood & Co 7 276 246,31 4 348 230,07
2026-04-14 13F Opal Wealth Advisors, LLC 822 42,71 491 36,01
2026-05-01 13F Patten & Patten Inc/tn 22 028 3,03 13 163 -1,83
2026-04-16 13F ARS Investment Partners, LLC 451 269
2026-01-30 13F Pvg Asset Management Corp 2 700 22,67 1 693 25,69
2026-05-06 13F Zhang Financial LLC 326 411 5,00 195 047 0,05
2026-04-28 13F Cypress Capital, LLC 565 0,36 337 -4,26
2026-05-06 13F Hershey Financial Advisers, LLC 2 513 3,16 1 502 -1,70
2026-04-20 13F Cherrydale Wealth Management, Llc 3 750 3,36 2 241 -1,49
2026-05-13 13F Lighthouse Financial LLC 1 014 5,41 606 0,33
2026-05-14 13F Coastal Bridge Advisors, LLC 3 692 0,44 2 206 -4,30
2026-04-28 13F DDD Partners, LLC 576 1,23 344 -3,65
2026-04-10 13F Wealth Group Ltd 36 090 1,02 21 565 -3,75
2026-05-08 13F Cura Wealth Advisors, Llc 2 274 1,65 1 359 -3,14
2026-04-13 13F Wiser Wealth Management, Inc 244 107 4,72 145 866 -0,22
2026-05-04 13F Stage Harbor Financial, Llc 2 179 184,46 1 302 171,25
2026-05-13 13F Capital Group Private Client Services, Inc. 130 110 2,26 77 747 -2,56
2026-04-23 13F Private Wealth Management Group, LLC 786 51,74 470 44,75
2026-05-07 13F one8zero8, LLC 805 26,37 481 20,55
2026-04-16 13F Prairiewood Capital, LLC 660 394
2026-05-05 13F Allspring Global Investments Holdings, LLC 523 144 2,76 315 090 -1,50
2026-05-15 13F First Manhattan Co 422 673 0,22 252 568 -4,50
2026-05-13 13F Ascension Capital Advisors, Inc. 1 392 832
2026-05-13 13F Wealth Management Associates, Inc. 1 912 2,80 1 143 -2,06
2026-04-10 13F Pure Financial Advisors, Inc. 178 783 106 832
2026-04-21 13F OneAscent Financial Services LLC 179 503 622,75 107 263 588,68
2026-05-12 13F Jane Street Group, Llc Call 608 100 51,01 363 370 43,88
2026-05-13 13F American Financial Advisors, LLC 504 4,13 301 -0,66
2026-05-14 13F Main Management LLC 1 401 32,29 1
2026-05-04 13F Procyon Private Wealth Partners, LLC 5 686 65,15 3 398 57,41
2026-05-22 13F Coastline Complete Wealth LLC 3 022 1 806
2026-05-13 13F Buckingham Strategic Partners 73 104 28,21 43 683 22,16
2026-04-15 13F Asset Allocation & Management Company, LLC 34 985 0,91 21 -4,76
2026-05-06 13F Bonfire Financial 2 948 0,31 1 762 -4,45
2026-02-13 13F Pine Valley Investments Ltd Liability Co 18 465 2,14 11 580 4,52
2026-05-05 13F Noesis Capital Mangement Corp 1 390 18,10 830 12,47
2026-05-14 13F Klingman & Associates, LLC 11 339 2,57 6 776 -2,26
2026-04-08 13F Sandbox Financial Partners, LLC 3 871 0,13 2 313 -4,58
2026-04-20 13F L.K. Benson & Company, P.C. 7 775 0,71 4 645 -4,05
2026-05-07 13F MWA Asset Management 214 634
2026-05-13 13F Afbi Lp 219 490 131 156
2026-04-23 13F Salus Financial Advisors, LLC 468 1,74 279 -3,12
2026-04-22 13F Matauro, Llc 1 787 13,60 1 068 8,22
2026-04-24 13F Goldstone Financial Group, LLC 201 197 24,76 120 225 18,87
2026-04-30 13F Sequoia Financial Advisors, LLC 63 825 19,69 38 139 14,04
2026-05-14 13F Capital Planning Advisors, LLC 14 588 7,92 8 717 2,84
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 99 289 2,91 59 330 -1,95
2026-04-16 13F Five Pine Wealth Management 17 719 2,60 10 588 -2,23
2026-05-13 13F Invst, LLC 3 177 2,29 1 898 -2,52
2026-05-07 13F VisionPoint Advisory Group, LLC 17 533 5,29 10 477 0,32
2026-05-15 13F Tudor Investment Corp Et Al 53 420 48,62 31 921 41,62
2026-05-12 13F/A Bellecapital International Ltd. 372 222
2026-04-15 13F Regatta Capital Group, Llc 1 824 0,33 1 090 -4,39
2026-04-21 13F Long Island Wealth Management, Inc. 5 869 1,57 3 507 -3,20
2026-04-28 13F Core Wealth Management, Inc. 401 3,08 240 -1,65
2026-05-15 13F Ameraudi Asset Management, Inc. 60 245 5,75 35 999 0,76
2026-05-15 13F Old Mission Capital Llc Call 1 350 300 988,07 25 568 492,65
2026-04-20 13F Auour Investments LLC 5 601 1,93 3 347 -2,87
2026-04-20 13F Skyline Advisors, Inc. 11 974 7 155
2026-05-01 13F Clarity Financial LLC 755 47,46 451 40,50
2026-04-16 13F Toth Financial Advisory Corp 3 597 19,86 2 149 14,19
2026-04-13 13F Garrett Investment Advisors LLC 1 887 0,37 1 128 -4,41
2026-05-15 13F Old Mission Capital Llc 211 169 995,79 126 184 944,14
2026-05-01 13F Strategic Wealth Advisors LLC 4 291 15,54 3 0,00
2026-05-15 13F Fairview Capital Investment Management, Llc 4 108 55,78 2 455 48,52
2026-04-22 13F Landmark Wealth Management, Inc. 76 206 1,38 45 537 -3,40
2026-05-04 13F Bedel Financial Consulting, Inc. 5 462 6,72 3 264 1,68
2026-01-29 13F Vanguard Group Inc 39 068 508 3,01 24 501 033 5,49
2026-04-24 13F North Point Portfolio Managers Corp/oh 7 225 493,19 4 317 465,79
2026-05-11 13F Makena Capital Management Llc 442 737 10,15 264 557 4,96
2026-04-13 13F BKA Wealth Consulting, Inc. 3 203 29,94 1 914 23,88
2026-04-09 13F Shearwater Capital LLC 1 147 233,43 685 218,60
2026-05-05 13F Mcmorgan & Co Llc 121 370 2 061,53 72 525 1 959,78
2026-04-17 13F Morris Financial Concepts, Inc. 3 873 7,37 2 314 2,34
2026-04-14 13F Capital Asset Managemnet, LLC 12 877 0,48 7 695 -4,26
2026-05-12 13F First American Trust, Fsb 12 339 1,34 7 373 -3,44
2026-04-27 13F Rareview Capital LLC 46 294 6,18 26 296 6,18
2026-05-12 13F Disciplined Investors, L.L.C. 6 217 4,21 3 715 -0,72
2026-05-15 13F New England Asset Management Inc 107 215 11,97 64 066 6,69
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 19 455 6,26 11 625 1,25
2026-04-10 13F Piscataqua Savings Bank 568 1,07 339 -3,69
2026-04-28 13F Raleigh Capital Management Inc. 16 10
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26 894 1,85 16 071 -2,95
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 68 735 41 073
2026-04-16 13F SG Americas Securities, LLC 24 244 110,87 14 100,00
2026-04-10 13F Oxinas Partners Wealth Management LLC 1 043 27,20 623 21,21
2026-05-01 13F Platt Wealth Management LLC 1 956 54,99 1
2026-02-17 13F Custos Family Office, LLC 818 513
2026-04-20 13F Cardinal Point Capital Management, ULC 8 010 89,05 4 786 80,13
2026-05-15 13F Old Mission Capital Llc Put 889 100 972,50 10 409 3 268,28
2026-04-29 13F Cvfg Llc 3 236 469,72 1 934 442,98
2026-04-27 13F FSM Wealth Advisors, LLC 4 266 0,52 2 549 -4,25
2026-04-30 13F Kornitzer Capital Management Inc /ks 6 769 2,28 4 045 -2,55
2026-05-06 13F Kitching Partners, Llc 11 959 0,09 7 146 -4,64
2026-05-14 13F Peak Asset Management, LLC 15 262 2,94 9 120 -1,91
2026-05-15 13F Wealth Analytics Partners, LLC 352 0,28 210 -4,55
2026-05-14 13F Level Four Advisory Services, Llc 68 976 4,78 41 217 -0,16
2026-05-12 13F Entrust Financial Llc 3 209 0,34 1 917 -4,39
2026-04-10 13F Voisard Asset Management Group, Inc. 762 95,38 456 86,48
2026-04-23 13F Ewa, Llc 6 723 2,74 4 017 -2,10
2026-05-07 13F Summit Global Investments 5 139 127,69 3 200,00
2026-04-29 13F Opulen Financial Group LLC 6 663 3,30 3 982 -1,58
2026-05-14 13F Meridian Wealth Partners, LLC 3 566 25,65 2 131 19,79
2026-04-10 13F Baker Tilly Financial, Llc 54 997 5,91 32 863 0,92
2026-04-24 13F TKG Advisors, LLC 2 099 1,35 1 254 -3,39
2026-05-15 13F Cascades Capital Asset Management, LLC 38 884 4,80 23 235 -0,14
2026-05-01 13F Trifecta Capital Advisors, LLC 2 496 17,07 1 491 11,52
2026-04-07 13F Farther Finance Advisors, LLC 444 151 15,96 267 512 11,37
2026-04-22 13F MFA Wealth Services 728 2,68 435 -2,03
2026-04-29 13F Steele Capital Management, Inc. 223 899 2,26 133 791 -2,57
2026-05-14 13F Gwn Securities Inc. 5 719 2,03 3 418 -2,76
2026-04-15 13F Cacti Asset Management Llc 1 970 14,53 1 177 8,18
2026-04-21 13F Sensible Money, LLC 1 953 0,10 1 167 -4,58
2026-04-23 13F Spinnaker Trust 3 628 7,94 2 168 2,85
2026-05-15 13F Peapack Gladstone Financial Corp 289 629 0,04 173 -4,42
2026-04-15 13F Independence Financial Advisors, LLC 2 655 0,30 1 587 -4,40
2026-01-30 13F BancorpSouth Bank 19 888 13,37 12 473 16,11
2026-04-30 13F Primoris Wealth Advisors, Llc 13 319 2,13 7 959 -2,69
2026-05-05 13F Portfolio Strategies, Inc. 484 7,08 289 2,12
2026-04-29 13F Global Strategic Investment Solutions, LLC 5 291 0,09 3 162 -4,65
2026-05-12 13F Axos Invest Inc. 52 656 28,27 31 464 22,21
2026-05-29 13F Keel Point, LLC 495 364 5,49 296 005 0,52
2026-04-23 13F Mayflower Financial Advisors, LLC 10 102 2,01 6 037 -2,80
2026-04-08 13F Gilman Hill Asset Management, LLC 683 8,41 408 3,29
2026-05-05 13F Beaumont Financial Advisors, LLC 35 047 13,37 20 942 8,02
2026-05-11 13F Elevated Financial Group LLC 1 359 812
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 22 843 0,62 13 650 -4,13
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 1 591 0,13 951 -4,62
2026-05-13 13F Hill Island Financial Llc 104 431 1,30 62 403 -3,48
2026-04-24 13F CFC Planning Co LLC 7 983 17,74 4 771 12,21
2026-04-27 13F HB Wealth Management, LLC 196 976 1,60 117 703 -3,19
2026-05-13 13F Pfc Capital Group, Inc. 11 792 5,67 7 16,67
2026-05-14 13F Satovsky Asset Management Llc 393 0,26 235 -4,08
2026-04-15 13F Journey Strategic Wealth Llc 66 071 69,43 39 481 61,45
2026-05-27 13F Alpha Capital Advisors Inc /adv 3 843 4,69 2 296 -1,96
2026-04-09 13F Epiq Partners, Llc 748 447
2026-05-14 13F Zacks Investment Management 6 675 3,25 3 989 -1,60
2026-04-21 13F PDS Planning, Inc 10 605 3,89 6 337 -1,00
2026-04-23 13F Northstar Asset Management Llc 17 715 5,18 10 586 0,22
2026-04-13 13F Gradient Investments LLC 3 151 8,96 1 883 3,86
2026-05-04 13F Modus Advisors, LLC 8 616 0,61 5 148 -4,13
2026-05-04 13F Summit Wealth Group, LLC 123 268 1,83 73 659 -2,98
2026-04-10 13F Sage Investment Advisers LLC 29 848 1,75 17 977 -2,28
2026-04-17 13F Cidel Asset Management Inc 16 702 71,14 9 980 63,07
2026-04-24 13F Cyr Financial Inc. 752 3,87 449 -1,10
2026-05-05 13F Thayer Partners, LLC / MA 62 595 5,09 37 404 0,13
2026-05-08 13F Pnc Financial Services Group, Inc. 208 079 2,20 124 337 -2,62
2026-04-27 13F Osborne Partners Capital Management, Llc 1 116 60,34 667 52,75
2026-04-27 13F Charter Capital Management, LLC\DE 8 150 2,96 4 870 -1,89
2026-04-07 13F Armstrong Henry H Associates Inc 339 0,89 203 -3,81
2026-04-22 13F Citrine Capital LLC 2 078 81,33 1 241 72,84
2026-04-07 13F Attessa Capital LLC 14 596 5,33 8 722 0,37
2026-05-15 13F Toroso Investments, LLC Put 9 400 3,30 5 617 -1,58
2026-01-26 13F Pursuit Wealth Management LLC 598 375
2026-04-20 13F Sowell Financial Services LLC 27 061 17,46 16 171 11,92
2026-05-08 13F Zions Bancorporation, National Association /ut/ 3 628 12,39 2 168 7,07
2026-05-15 13F Toroso Investments, LLC Call 9 400 3,30 5 617 -1,58
2026-04-30 13F Indivisible Partners 20 308 64,54 12 135 56,78
2026-05-13 13F American Investment Services, Inc. 8 609 4,44 5 144 -0,48
2026-04-13 13F Colorado Capital Management, Inc. 789 11,91 0
2026-04-27 13F Western Reserve Capital Management, LLC 35 348 0,10 21 122 -4,62
2026-04-28 13F Powerhouse Assets LLC 47 219 0,07 28 216 -4,65
2026-04-15 13F Avondale Wealth Management 7 169 3,60 4 284 -1,29
2026-04-29 13F Montag A & Associates Inc 36 953 7,70 22 081 2,62
2026-05-07 13F Coastwise Capital Group, LLC 1 671 5,23 999 0,30
2026-05-13 13F Nwm Advisors, Llc 54 567 7,29 32 607 2,23
2026-03-27 13F Prosperity Wealth Management, Inc. 24 104 0,97 15 116 3,40
2026-04-17 13F Charter Trust Co 1 202 8,29 718 3,16
2026-04-17 13F Discipline Wealth Solutions, LLC 55 038 117,56 32 888 107,29
2026-05-05 13F Aspiring Ventures, LLC 823 36,71 492 30,24
2026-04-30 13F Millstone Evans Group, LLC 2 878 1,55 1 720 -3,26
2026-06-02 13F/A Optiver Holding B.V. 7 347 4 390
2026-05-15 13F Osbon Capital Management Llc 1 928 0,47 1 152 -4,32
2026-05-05 13F Birchwood Financial Partners, Inc. 6 677 9,37 3 990 4,23
2026-04-14 13F OLIO Financial Planning 2 505 83,38 1 497 74,77
2026-05-08 13F King Luther Capital Management Corp 27 094 -6,44
2026-04-13 13F LexAurum Advisors, LLC 13 438 3,12 8 030 0,63
2026-04-23 13F SMART Wealth LLC 13 618 1,63 8 137 -3,17
2026-04-22 13F Old Point Trust & Financial Services N A 5 008 12,24 2 993 6,93
2026-04-17 13F FFG Partners, LLC 1 995 1 192
2026-04-27 13F Mount Yale Investment Advisors, LLC 139 259 7,89 83 214 2,80
2026-05-11 13F Fortis Capital Management LLC 5 477 36,62 3 273 30,20
2026-05-14 13F Chancellor Financial Group WB LP 541 2,46 323 -2,42
2026-05-15 13F National Philanthropic Trust 516 261 1,27 308 492 -3,51
2026-05-14 13F White Lighthouse Investment Management Inc. 18 812 0,95 11 241 -3,82
2026-04-08 13F Arlington Trust Co LLC 6 558 23,39 3 919 17,55
2026-05-01 13F Innovative Wealth Building LLC 86 739 6,96 51 831 1,92
2026-04-22 13F Rolek Wealth Management LLC 99 667 3,21 59 556 -1,66
2026-05-07 13F Legacy Wealth Managment, LLC/ID 319 258,43 191 245,45
2026-05-05 13F Generations Wealth, LLC 1 602 3,62 957 -1,24
2026-04-28 13F Dean, Jacobson Financial Services, LLC 336 4,35 201 -0,50
2026-05-07 13F Meeder Advisory Services, Inc. 9 832 60,39 5 875 52,84
2026-04-13 13F Invariant Investment Management 9 255 18,76 5 784 16,28
2026-05-12 13F Ark & Tlk Investments, Llc 561 22,22 335 16,72
2026-04-22 13F Investment Advisory Group, LLC 6 934 3,28 4 143 -1,59
2026-04-17 13F Stewardship Advisors, LLC 1 353 17,14 809 11,60
2026-04-29 13F Penobscot Investment Management Company, Inc. 963 85,19 576 76,38
2026-05-05 13F Sandy Cove Advisors, LLC 47 425 0,73 28 339 -4,02
2026-05-15 13F Wallace Capital Management Inc. 1 461 2,81 873 -2,02
2026-05-05 13F UBS Group AG Call 10 011 100,26 5 982 90,81
2026-05-15 13F Aqr Capital Management Llc 686 523 20,20 410 231 14,53
2026-05-05 13F UBS Group AG 4 680 514 16,12 2 796 841 10,64
2026-05-12 13F Kirtland Hills Capital Management, Llc 7 041 29,41 4 599 34,79
2026-05-07 13F Amara Financial, Llc. 1 310 0,08 783 -4,63
2026-04-24 13F Root Financial Partners, LLC 16 776 4,89 10 024 -0,06
2026-04-07 13F Trinity Financial Advisors LLC 22 794 6,73 13 621 1,69
2026-05-04 13F Innealta Capital, Llc 360 215
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4 247 1,92 2 653 -0,49
2026-04-16 13F Vested Financial Planning, LLC 27 724 6,42 16 566 1,40
2026-04-22 13F M3 Advisory Group, LLC 15 361 5,93 9 179 0,92
2026-02-05 13F Center for Financial Planning, Inc. 541 356 0,65 339 501 3,07
2026-04-21 13F Mendel Capital Management LLC 22 242 0,84 13 291 -1,60
2026-04-07 13F First Financial Corp /in/ 53 718 0,88 32 099 -3,88
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 1 700 17,73 1 016 12,15
2026-04-27 13F Tennessee Valley Asset Management Partners 5 780 0,82 3 454 -3,95
2026-05-11 13F Schiavi & Co LLC 3 035 4,26 1 814 -0,66
2026-04-09 13F Central Valley Advisors, Llc 22 713 8,08 13 572 2,97
2026-04-16 13F Flywheel Private Wealth LLC 1 572 0,13 939 -4,57
2026-04-22 13F Viewpoint Investment Partners Corp 6 337 0,19 3 796 -4,31
2026-04-20 13F Jfs Wealth Advisors, Llc 11 166 0,77 6 672 -3,97
2026-05-08 13F Vanguard Advisers Inc 709 232 423 801
2026-04-20 13F Fiduciary Alliance LLC 14 802 1,94 9 524 4,60
2026-04-23 13F Moss Adams Wealth Advisors LLC 8 886 0,30 5 310 -4,43
2026-06-01 13F Dala Group, LLC 8 549 5 108
2026-05-13 13F Marex Group plc 125 442 56,12 74 958 48,75
2026-05-15 13F Bragg Financial Advisors, Inc 3 793 6,16 2 267 1,16
2026-05-12 13F Orcam Financial Group 2 574 14,60 1 538 9,16
2026-04-08 13F Capital Advisors Wealth Management, LLC 3 750 16,68 2 241 11,22
2026-04-06 13F GAMMA Investing LLC 5 126 88,11 3 063 79,33
2026-05-08 13F Marshall Investment Management, Llc 2 388 4,33 1 427 -0,63
2026-04-27 13F Evolution Wealth Management Inc. 4 460 53,90 2 665 46,67
2026-05-15 13F/A Prepared Retirement Institute LLC 9 146 1,51 5 465 -3,29
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 1 110 57,22 663 50,00
2026-05-06 13F Wall Street Financial Group, Inc. 247 148
2026-04-20 13F Naples Global Advisors, Llc 40 474 0,80 24 185 -3,95
2026-04-21 13F Sunpointe, LLC 6 129 2,97 3 662 -1,88
2026-05-07 13F Magnolia Wealth Management, LLC 72 43
2026-04-20 13F Provenance Wealth Advisors, LLC 4 990 1,38 2 982 -3,40
2026-04-22 13F Union Bancaire Privee, UBP SA 3 751 17,77 2 149 9,59
2026-04-28 13F Berkshire Bank 1 079 53,27 645 46,03
2026-02-17 13F Snowden Capital Advisors LLC 25 488 6,19 15 985 8,44
2026-04-20 13F Verus Financial Partners, Inc. 4 967 0,06 3 203 1,30
2026-05-01 13F Vantage Point Financial LLC 3 269 27,55 1 954 21,53
2026-05-14 13F North Ridge Wealth Advisors, Inc. 1 295 607,65 774 578,07
2026-04-08 13F Charis Legacy Partners, LLC 24 290 2,52 14 515 -2,32
2026-04-13 13F Cordant, Inc. 136 17,24 81 11,11
2026-04-29 13F United Asset Strategies, Inc. 999 5,27 597 0,34
2026-05-06 13F North Star Asset Management Inc 15 101 5,96 9 023 0,96
2026-04-20 13F Brian Low Financial Group, Llc 743 13,44 444 8,05
2026-02-10 13F Sequent Asset Management, LLC 13 506 1,39 8 470 3,84
2026-05-11 13F Brand Asset Management Group, Inc. 2 696 65,60 1 611 57,94
2026-05-11 13F Commerce Bank 185 617 63,97 110 915 56,24
2026-05-12 13F Community Bank, N.A. 33 731 26,19 20 156 20,24
2026-04-29 13F Proactive Wealth Strategies LLC 767 100,26 459 91,25
2026-05-08 13F Crestmont Private Wealth LLC 106 989 8,55 63 931 3,43
2026-04-22 13F Foundry Financial LLC 1 146 7,71 685 2,70
2026-04-16 13F Annex Advisory Services, LLC 5 036 6,31 3 010 1,31
2026-04-13 13F John W. Brooker & Co., CPAs 7 980 161,47 4 768 149,11
2026-04-28 13F Flagship Harbor Advisors, Llc 28 902 6,02 17 270 1,02
2026-04-29 13F Addison Capital Co 1 254 38,72 749 32,16
2026-04-07 13F City Center Advisors, LLC 1 136 0,18 679 -4,50
2026-04-30 13F Kestra Advisory Services, LLC 507 917 13,93 303 506 8,55
2026-05-04 13F Henderson Brothers Financial Partners, LLC 780 466
2026-05-11 13F CLARET ASSET MANAGEMENT Corp 872 0,23 1
2026-05-12 13F Cooper/haims Advisors, Llc 6 473 0,17 3 868 -4,57
2026-04-28 13F Bogart Wealth, LLC 250 781 1,79 149 854 -3,01
2026-05-11 13F A4 Wealth Advisors LLC 11 423 121,76 6 826 111,33
2026-05-14 13F Joseph P. Lucia & Associates, LLC 4 659 34,77 2 784 28,43
2026-04-24 13F Smithbridge Asset Management Inc/de 2 207 1 319
2026-04-30 13F Meadow Creek Wealth Advisors Llc 713 426
2026-05-04 13F Lifeworks Advisors, LLC 3 150 1,55 1 883 -3,24
2026-05-14 13F Elgethun Capital Management 945 0,21 565 -4,57
2026-05-14 13F Menora Mivtachim Holdings Ltd. 11 487 27,82 6 864 21,79
2026-04-10 13F Novem Group 4 822 8,85 2 882 3,75
2026-05-11 13F Exit Wealth Advisors, LLC. 4 028 8,95 2 407 3,84
2026-05-12 13F Ames National Corp 1 148 7,29 685 2,09
2026-02-05 13F Maxele Advisors, LLC 8 421 10,11 5 281 12,77
2026-04-13 13F IFP Advisors, Inc 57 405 5,52 34 302 0,54
2026-05-04 13F Inlight Wealth Management, LLC 374 1,36 224 -3,46
2026-05-05 13F SOUTH STATE Corp 12 425 46,43 7 425 39,52
2026-05-05 13F Coquina Private Wealth LLC 1 822 3,70 1 089 -1,27
2026-04-20 13F Cottage Street Advisors LLC 2 994 4,03 1 790 -0,89
2026-05-04 13F Texas Yale Capital Corp. 6 548 0,03 3 912 -4,68
2026-05-15 13F Principal Street Partners, LLC 3 425 0,32 2 047 -4,39
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1 727 1,23 1 032 -3,55
2026-04-09 13F Curated Wealth Partners LLC 80 142 13,86 47 889 8,49
2026-05-04 13F Geneos Wealth Management Inc. 120 886 12,55 72 236 7,24
2026-05-04 13F Financial Security Advisor, Inc. 2 441 3,13 1 458 -1,75
2026-04-13 13F Arkansas Financial Group, Inc. 542 337
2026-04-23 13F Drucker Wealth 3.0, LLC 85 121 1,38 50 864 -3,40
2026-04-21 13F Sandro Wealth Management LLC 2 827 23,61 1 689 17,78
2026-05-11 13F Great Lakes Advisors, Llc 13 890 3,10 8 300 -1,76
2026-05-01 13F Financial Advisory Partners, Llc 1 432 0,14 856 -4,58
2026-05-29 13F Krane Financial Solutions LLC 1 376 822
2026-04-09 13F Cullen Investment Group, Ltd. 2 330 8,27 1 392 1,38
2026-04-29 13F Capstone Wealth Management Group, Llc 1 816 0,06 1 085 -4,66
2026-05-04 13F Optima Capital Llc 4 405 1,59 2 628 -3,21
2026-04-08 13F WealthCare Investment Partners, LLC 11 574 3,75 7 010 0,00
2026-05-06 13F Aire Advisors, Llc 444 7,51 265 2,71
2026-05-06 13F Meridian Wealth Management, LLC 32 764 9,98 19 578 4,80
2026-05-15 13F Huntington National Bank 22 213 97 929 9,89
2026-04-27 13F River's Edge Wealth Management, Llc 18 195 14,32 11 944 19,71
2026-05-05 13F Shaker Investments Llc/oh 1 690 1,14 1 010 -3,63
2026-05-07 13F Hopwood Financial Services, Inc. 1 438 16,82 859 11,27
2026-05-14 13F Allworth Financial LP 115 757 4,96 69 171 0,00
2026-05-11 13F Cascade Wealth Advisors, Inc 599 8,51 406 14,73
2026-04-28 13F Novus Advisors, Llc 732 2,95 437 -1,80
2026-04-20 13F Tranquility Partners, LLC 5 761 0,12 3 443 -4,60
2026-04-27 13F Prasad Wealth Partners, LLC 13 325 5,87 7 962 0,87
2026-04-24 13F DB&C Advisors, LLC 3 860 11,14 2 306 5,88
2026-05-12 13F KilterHowling LLC 49 791 1,68 29 753 -3,12
2026-04-28 13F Strata Wealth Advisors, LLC 10 718 175,31 6 405 162,35
2026-04-23 13F Forum Financial Management, LP 12 367 0,95 7 390 -3,81
2026-05-13 13F Mpwm Advisory Solutions, Llc 1 274 42,83 761 36,14
2026-05-04 13F Calamos Wealth Management LLC 14 062 10,07 8 403 4,87
2026-05-15 13F/A EverSource Wealth Advisors, LLC 48 650 2,37 29 071 -2,46
2026-05-08 13F Endowment Wealth Management, Inc. 384 0,79 230 -3,78
2026-05-28 13F Cozad Asset Management Inc 28 283 2,41 16 901 -2,42
2026-04-20 13F McMahon Financial Advisors, LLC 68 200 11,64 40 753 6,37
2026-05-12 13F One Capital Management, LLC 14 481 24,97 8 653 19,07
2026-05-14 13F Trivant Custom Portfolio Group, LLC 1 607 62,00 960 54,34
2026-05-06 13F Revere Asset Management, Inc 9 848 0,52 5 885 -4,22
2026-04-20 13F Threadgill Financial, Llc 793 474
2026-04-23 13F Midwest Financial Partners Investments, Inc. 20 259 19,23 12 106 13,60
2026-04-10 13F Level Financial Advisors, Inc. 91 816 1,24 54 865 -3,53
2026-04-28 13F Atticus Wealth Management, Llc 1 829 1,33 1 093 -3,53
2026-04-20 13F Live Oak Private Wealth LLC 391 9,22 234 4,02
2026-05-13 13F Alamar Capital Management, LLC 38 539 2,11 23 029 -2,70
2026-04-20 13F Kennicott Capital Management Llc 1 148 686
2026-05-15 13F Quest Investment Management Llc 178 094 2,14 106 420 -2,68
2026-04-22 13F Benchmark Financial, LLC 1 908 2,69 1 140 -2,15
2026-03-04 13F AG Campbell Advisory, LLC 360 226
2026-05-11 13F Manchester Capital Management LLC 36 974 1,10 22 094 -3,67
2026-05-15 13F Perennial Investment Advisors, LLC 5 820 5,97 3 476 0,90
2026-05-08 13F Core Wealth Partners LLC 3 358 1,57 2 006 -3,23
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 30 514 8,52 18 234 3,40
2026-05-14 13F American Family Investments, Inc. 206 921 10,22 123 646 5,02
2026-04-30 13F Pearl Planning LLC 42 723 4,57 25 529 -0,36
2026-04-28 13F Argonautica Private Wealth Management, Inc 2 813 38,16 1 681 31,64
2026-05-05 13F truNorth Financial Services, Inc. 777 0,52 464 -4,13
2026-04-22 13F Jim Saulnier & Associates, Llc 3 274 25,97 1 956 20,07
2026-05-08 13F Palatine Hill Wealth Management, LLC 4 785 660,73 2 859 625,63
2026-05-14 13F Nicolet Bankshares Inc 90 015 83,60 53 953 75,47
2026-04-13 13F Gill Capital Partners, Llc 2 372 6,75 1 417 1,72
2026-04-30 13F Cedar Mountain Advisors, LLC 64 1,59 38 -5,13
2026-05-21 13F/A Kensington Asset Management, LLC 809 879 17,36 483 943 11,02
2026-05-15 13F Signal Tree Financial Partners Llc 40 730 2,12 24 338 -2,70
2026-05-14 13F Broadleaf Partners, LLC 2 325 2,60 1 389 -2,25
2026-02-20 13F SB Capital Management Inc 4 879 3 060
2026-04-28 13F Meridian Investment Counsel Inc. 3 225 1,35 1 927 -3,46
2026-05-12 13F Avant Capital LLC 734 15,59 439 10,05
2026-05-01 13F Northcape Wealth Management, Llc 1 150 16,16 687 10,81
2026-05-12 13F/A Panoramic Investment Advisors, Llc 4 403 2,99 2 631 -1,83
2026-04-28 13F MBL Wealth, LLC 8 490 1,69 5 073 -3,09
2026-05-15 13F Glen Eagle Advisors, LLC 3 673 0,19 2 195 -4,57
2026-04-08 13F Aurelius Family Office LLC 62 477 5,24 37 333 -0,57
2026-05-14 13F Baird Financial Group, Inc. 958 001 9,15 572 453 4,00
2026-04-08 13F Spinnaker Investment Group, LLC 978 23,17 584 17,51
2026-04-24 13F BetterWealth, LLC 2 969 7,34 1 774 2,31
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 640 382
2026-04-09 13F Everhart Financial Group, Inc. 10 025 13,75 5 990 8,40
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 455 272
2026-04-08 13F Presidio Capital Management, LLC 810 4,25 484 -0,82
2026-05-19 13F Winnow Wealth Llc 917 248,67 548 231,52
2026-04-22 13F Abundance Wealth Counselors 1 469 0,48 878 -4,26
2026-05-06 13F Spartan Wealth Advisory Services LLC 20 063 11 988
2026-05-12 13F Sfmg, Llc 6 962 5,40 4 160 0,46
2026-05-04 13F Glassman Wealth Services 288 044 1,05 172 121 -3,72
2026-04-15 13F Websterrogers Financial Advisors, Llc 18 815 3,93 11 243 -0,97
2026-05-12 13F/A Lepercq De Neuflize Asset Management LLC 76 188 0,26 45 526 -4,47
2026-04-22 13F Onyx Bridge Wealth Group LLC 4 916 18,95 2 938 13,35
2026-05-08 13F Urban Financial Advisory Corp 3 528 12,39 2 108 7,11
2026-05-08 13F Tfo-tdc, Llc 14 107 37,94 8 429 31,44
2026-04-08 13F Stonebridge Financial Group, LLC 3 849 6,41 2 300 1,37
2026-05-11 13F Foundations Investment Advisors, LLC 84 978 5,10 50 779 0,15
2026-05-13 13F Archvest Wealth Advisors, Inc. 435 31,42 260 25,12
2026-05-15 13F Pursuit Wealth Strategies, Llc 19 229 0,38 11 490 -4,36
2026-05-15 13F Smartleaf Asset Management LLC 59 787 33,00 34 732 22,30
2026-04-21 13F Creative Capital Management Investments LLC 90 80,00 54 70,97
2026-05-11 13F Eddie Patel Inc 2 279 1 362
2026-04-21 13F Wealth Effects Llc 3 986 0,13 2 382 -4,61
2026-05-05 13F Capital Investment Advisory Services, LLC 6 680 5,85 3 992 0,86
2026-05-13 13F Pioneer Family Office, LLC 92 328 15,82 55 171 10,36
2026-05-12 13F Frisco Financial Planning LLC 262 1,16 156 -3,70
2026-04-13 13F Stolper Co 31 089 6 528,78 3
2026-05-14 13F Cedar Wealth Management, LLC 15 519 4,49 9 273 -0,43
2026-05-15 13F Manufacturers Life Insurance Company, The 1 507 387 5,44 900 739 0,47
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 13 008 7,11 8 553 12,29
2026-04-15 13F Meridian Financial Partners LLC 43 965 1,07 26 645 -2,82
2026-02-05 13F Edge Financial Advisors LLC 4 785 62,92 2 393 68,05
2026-05-13 13F Choate Investment Advisors 45 552 1,26 27 220 -3,52
2026-04-24 13F Essex Financial Services, Inc. 11 866 4,44 7 091 -0,49
2026-04-27 13F Schaeffer Financial LLC 1 063 635
2026-04-24 13F Prospect Financial Services LLC 12 601 11,23 7 530 5,98
2026-05-05 13F Leo Wealth, LLC 19 061 13,73 11 390 8,36
2026-05-01 13F Sovran Advisors, LLC 14 516 3,90 9 589 7,81
2026-05-07 13F JMG Financial Group, Ltd. 1 394 763 4,14 833 441 -0,77
2026-04-17 13F Greenbush Financial Group, LLC 69 039 0,63 41 254 -4,12
2026-04-27 13F Td Private Client Wealth Llc 77 408 0,46 46 255 -4,28
2026-05-14 13F Ahara Advisors LLC 483 6,39 289 1,41
2026-05-13 13F Envision Financial Transparency, LLC 29 836 18
2026-05-12 13F Keeler THomas Management LLC 8 785 5 249
2026-04-22 13F Bay Capital Advisors, LLC 565 3,29 338 -1,46
2026-05-13 13F Benchmark Investment Advisors LLC 2 468 0,90 1 475 -1,60
2026-04-15 13F Scott Capital Advisors, LLC 121 034 1,12 75 598 0,71
2026-05-07 13F Crewe Advisors LLC 11 754 1,49 7 024 -3,30
2026-01-29 13F Comerica Bank 159 051 0,67 99 746 3,09
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 2 299 0,13 1 374 -4,65
2026-05-05 13F Burkett Asset Management Ltd 14 174 6,41 8 470 1,39
2026-05-12 13F Shaker Financial Services, LLC 2 027 1 211
2026-04-30 13F Hegarty Advisors, LLC 24 579 1,80 14 687 -3,01
2026-05-04 13F King Wealth 2 615 0,65 2 0,00
2026-04-08 13F Ehrlich Financial Group 499 7,78 298 2,76
2026-04-20 13F Apella Capital, LLC 81 788 27,69 53 390 32,92
2026-05-13 13F 17 Capital Partners, Llc 3 309 354,53 1 977 333,55
2026-04-27 13F Jamison Private Wealth Management, Inc. 1 771 123,33 1 058 112,88
2026-04-29 13F Cambridge Capital Management, Llc 18 332 9,48 10 955 4,32
2026-04-21 13F Claro Advisors LLC 75 632 20,49 45 194 14,81
2026-05-15 13F Fort Vancouver Investment Management, LLC 40 157 6,96 23 996 1,92
2026-05-04 13F Hibernia Wealth Partners, LLC 626 2,62 374 -2,61
2026-04-09 13F Sanders Morris Harris Llc 1 120 669
2026-05-15 13F Bank Of America Corp /de/ 27 441 061 1,31 16 397 406 -3,47
2026-05-13 13F BNB Wealth Management, LLC 974 7,15 582 2,11
2026-04-16 13F Trinity Legacy Partners, LLC 868 0,35 554 2,03
2026-04-21 13F Mesirow Financial Investment Management, Inc. 207 880 45,70 124 223 38,84
2026-05-14 13F Traction Financial Partners, LLC 24 339 1,51 14 544 -3,29
2026-04-24 13F Zwj Investment Counsel Inc 10 140 11,39 6 059 6,15
2026-06-01 13F Foguth Wealth Management, LLC. 3 230 8,14 2 247 19,72
2026-05-13 13F Fortress Private Ledger, Llc 10 185 5,82 6 086 0,83
2026-05-14 13F EP Wealth Advisors, Inc. 485 913 37,37 290 357 30,89
2026-05-08 13F Dodds Wealth, LLC 34 300 2,17 20 496 -2,65
2026-04-20 13F LifeWealth Investments, LLC 4 360 1,18 2 605 -3,59
2026-04-29 13F Walker Financial Services, Inc. 580 6,03 347 0,87
2026-04-16 13F Park National Corp /oh/ 11 958 10,28 7 146 5,09
2026-05-05 13F Blackhawk Capital Partners LLC. 1 519 0,60 908 -4,12
2026-04-20 13F Corundum Group, Inc. 3 944 39,36 2 357 32,81
2026-05-27 13F Security Financial Services, INC. 25 935 2,55 15 497 -2,28
2026-04-17 13F Hamilton Capital Partners, Llc 492 294
2026-04-01 13F First Financial Bank - Trust Division 2 034 0,69 1 215 -4,03
2026-05-14 13F Schroder Investment Management Group 1 217 426 16,14 707 239 6,81
2026-05-11 13F Granville Capital, Inc. 7 4
2026-05-07 13F Dakota Wealth Management 16 507 0,76 9 864 -4,00
2026-04-29 13F Armor Investment Advisors, LLC 1 142 0,26 682 -4,48
2026-04-27 13F 4wealth Advisors, Inc. 3 354 5,14 1 948 -2,60
2026-04-23 13F Cornerstone Wealth Management, LLC 6 963 4,69 4 161 -0,24
2026-05-04 13F J.Safra Asset Management Corp 17 337 0,17 10 360 -4,55
2026-05-07 13F Forum Finance Group S.A. 975 0
2026-05-06 13F Simon Quick Advisors, Llc 150 934 0,62 90 191 -4,12
2026-04-23 13F Lakewood Asset Management LLC 1 473 9,03 880 3,90
2026-04-22 13F Aspire Capital Advisors LLC 57 921 10,03 34 611 4,84
2026-04-09 13F Freestate Advisors LLC 25 367 5,09 15 158 0,13
2026-04-27 13F Baer Investment Advisory LLC 44 528 26 608
2026-05-08 13F Schrum Private Wealth Management LLC 7 641 2,69 4 566 -2,16
2026-05-05 13F Smart Money Group LLC 3 290 23,64 1 966 17,81
2026-04-29 13F Childress Capital Advisors, Llc 10 271 4,38 6 138 -0,53
2026-04-28 13F Altfest L J & Co Inc 921 15,70 550 10,44
2026-05-15 13F Pin Oak Investment Advisors Inc 349 9,40 0
2026-05-11 13F Cornerstone Planning, LLC 1 803 0,22 1 077 -4,52
2026-05-15 13F Gateway Wealth Partners, LLC 17 085 412,45 10 210 388,47
2026-05-15 13F TCG Advisory Services, LLC 25 492 20,68 15 233 14,99
2026-05-13 13F GSG Advisors LLC 13 446 5,42 8 035 0,45
2026-05-15 13F Bridgewater Associates, LP 158 628 334,48 94 788 313,99
2026-05-15 13F Massar Capital Management, LP 3 091 1 847
2026-05-12 13F Ameritas Advisory Services, LLC 71 295 1,01 42 602 -3,75
2026-05-08 13F Coldstream Capital Management Inc 389 384 7,23 232 676 2,17
2026-05-07 13F Sentry Investment Management Llc 243 898 31 949,67 146
2026-04-08 13F Evanson Asset Management, LLC 53 949 11,86 32 237 6,59
2026-04-08 13F FOCUS Wealth Advisors, LLC 4 902 0,22 2 929 -4,50
2026-04-15 13F City Holding Co 744 4,20 445 -0,67
2026-04-23 13F Fairway Wealth LLC 63 771 5,24 38 107 0,28
2026-05-12 13F Insigneo Advisory Services, Llc 25 751 11,84 15 388 6,57
2026-04-22 13F BluePath Capital Management, LLC 1 197 32,71 715 26,55
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 1 856 1 109
2026-05-06 13F Fort Sheridan Advisors Llc 31 239 9,45 18 667 4,28
2026-05-18 13F Arkadios Wealth Advisors 46 839 0,43 27 989 -4,30
2026-04-28 13F Canvas Wealth Advisors, LLC 16 707 0,52 9 983 -4,22
2026-05-13 13F Clear Wave Wealth Management Llc 3 601 2 152
2026-04-21 13F Chiron Capital Management, Llc 1 549 6,10 925 3,58
2026-05-20 13F TrueWealth Financial Partners 79 356 47 419
2026-04-16 13F Diversified Trust Co 908 858 2,40 543 088 -2,43
2026-05-12 13F Tme Financial, Inc. 918 0,33 549 -4,53
2026-04-24 13F Abacus Wealth Partners, LLC 2 926 173,20 1 749 160,51
2026-04-30 13F Ramsay, Stattman, Vela & Price, Inc. 404 8,60 242 3,43
2026-04-17 13F Guyasuta Investment Advisors Inc 3 633 42,98 2 171 36,28
2026-04-29 13F Marino, Stram & Associates Llc 730 2,53 436 -2,47
2026-04-22 13F Integrated Wealth Management 1 221 1,50 730 -3,32
2026-05-13 13F Davis R M Inc 9 233 3,34 5 517 -1,53
2026-05-11 13F GenWealth Group, Inc. 63 183 5,07 37 755 -1,32
2026-05-12 13F Bnp Paribas Arbitrage, Sa 233 070 179,66 139 271 166,47
2026-05-15 13F Gross & Hartman Investments LLC 4 463 0,13 2 667 -4,62
2026-04-16 13F Clark Asset Management, LLC 19 605 2,89 11 715 -1,96
2026-05-13 13F Federation des caisses Desjardins du Quebec 285 132 9,18 170 385 4,03
2026-04-24 13F FRG Family Wealth Advisors LLC 2 468 5,16 1 475 0,20
2026-05-12 13F Innovative Asset Advisors Group, LLC 3 182 1 902
2026-04-17 13F Summit Wealth Partners, LLC 1 209 4,31 722 -0,55
2026-05-01 13F Glass Wealth Management Co LLC 594 355
2026-05-12 13F Hill Investment Group Partners, LLC 2 053 1,63 1 227 -3,16
2026-04-21 13F Laurel Oak Wealth Management, Llc 1 555 1,24 929 -3,53
2026-04-15 13F Professional Advisory Services Inc 2 928 0,83 2 0,00
2026-05-15 13F Clifford Group, LLC 67 213 3,71 40 163 -1,19
2026-04-16 13F Waystone Advisors Llc 13 350 4,82 7 977 -0,13
2026-04-13 13F St Germain D J Co Inc 1 368 16,92 817 11,46
2026-04-21 13F Sequent Planning LLC 5 281 87,60 3 156 78,75
2026-05-05 13F Valtinson Bruner Financial Planning LLC 4 123 11,76 2 464 6,49
2026-05-08 13F Walleye Trading LLC 1 978 1 182
2026-04-27 13F Syntegra Private Wealth Group, LLC 145 769 3,99 87 104 -0,91
2026-04-20 13F Morton Brown Family Wealth, LLC 106 63
2026-04-20 13F BTC Capital Management, Inc. 25 050 28,32 14 969 20,54
2026-05-11 13F Madden Advisory Services, Inc. 32 689 2,81 19 533 -2,04
2026-05-11 13F New Age Alpha Advisors, LLC 2 072 11,70 1 238 6,45
2026-04-08 13F Tlwm 3 211 11,15 1 919 5,85
2026-04-22 13F Avise Financial Cooperative, Inc. 413 247
2026-05-11 13F CFO4Life Group, LLC 144 500 0,78 86 346 -3,97
2026-05-13 13F BlackRock, Inc. 2 118 183 40,64 1 265 720 34,01
2026-04-30 13F Money Concepts Capital Corp 102 303 4,90 61 132 -0,05
2026-05-08 13F Walleye Trading LLC Put 36 100 193,50 21 572 179,67
2026-04-24 13F EJMK Ventures LLC 49 012 111,74 29 287 101,75
2026-05-12 13F Holderness Investments Co 1 522 2,84 909 -2,05
2026-02-13 13F Nicolet Advisory Services, Llc 37 910 39,10 24 238 44,56
2026-05-04 13F Good Steward Wealth Advisors,LLC 15 961 14,56 9 537 9,16
2026-01-16 13F Trust Co Of Vermont 66 644 18,81 41 794 21,67
2026-05-14 13F Riverview Capital Advisers, LLC 714 0,28 427 -4,48
2026-04-23 13F Oppenheimer & Co Inc 99 231 7,00 59 295 1,95
2026-05-12 13F First American Financial Corp 341 641 2,27 204 148 -2,56
2026-04-17 13F Cora Capital Advisors Llc 61 582 420,38 36 799 395,86
2026-05-04 13F Nwam Llc 15 443 3,76 9 228 -2,36
2026-05-06 13F Redmond Asset Management, LLC 932 69,76 557 61,92
2026-04-23 13F Pathway Financial Advisers, LLC 1 306 6,70 780 1,69
2026-04-15 13F Third View Private Wealth, LLC 2 356 30,02 1 408 23,86
2026-04-09 13F Vista Investment Partners Llc 2 457 2,55 1 468 -2,33
2026-05-14 13F Rhodes Investment Advisors Inc /adv 1 078 6,63 644 1,58
2026-04-22 13F Gerber, Llc 347 0,29 208 -4,61
2026-05-15 13F Bedell Frazier Investment Counseling, LLC 2 251 8,07 1 345 2,99
2026-04-09 13F Allodium Investment Consultants, LLC 498 0,20 298 -4,50
2026-04-27 13F Baker Boyer National Bank 3 803 3,48 2 272 -1,39
2026-05-13 13F Natixis Advisors, L.p. 1 904 963 80,56 1 138 72,16
2026-05-05 13F Clear Harbor Asset Management, LLC 1 011 79,57 604 71,10
2026-04-14 13F Nova Wealth Management, Inc. 4 623 18,36 2 762 12,78
2026-04-30 13F Madison Wealth Partners, Inc 6 654 8,42 3 976 3,33
2026-04-23 13F TFC Financial Management 3 144 1,68 1 878 -3,15
2026-04-16 13F Tactive Advisors, LLC 16 272 5,20 9 723 0,24
2026-05-14 13F Evoke Wealth, Llc 178 473 4,04 106 647 -0,86
2026-05-11 13F Savvy Advisors, Inc. 398 130 22,10 237 903 16,34
2026-05-15 13F JT Stratford LLC 6 166 7,91 3 684 2,82
2026-05-15 13F Tradition Wealth Management, LLC 10 485 2,68 6 266 -2,16
2026-04-17 13F High Net Worth Advisory Group LLC 46 889 1,54 28 019 -3,25
2026-05-08 13F Altiora Financial Group, LLC 369 220
2026-05-05 13F MADDEN SECURITIES Corp 2 550 1,88 1 524 -2,93
2026-04-27 13F Beacon Financial Advisory LLC 1 940 4,08 1 159 -0,77
2026-05-15 13F Anderson Financial Strategies, LLC 416 277
2026-05-15 13F Park Presidio Capital Llc 58 285 3,04 34 828 -1,82
2026-05-11 13F Financial Perspectives, Inc 4 574 1,80 2 733 -3,02
2026-05-01 13F UNIVEST FINANCIAL Corp 40 527 2,36 24 217 -2,47
2026-05-11 13F Palacios Wealth Management, LLC 1 318 74,57 871 83,93
2026-04-21 13F Hudson Oak Wealth Advisory LLC 17 987 1,40 10 748 -3,38
2026-04-28 13F Belpointe Asset Management LLC 55 548 5,34 33 193 0,37
2026-04-20 13F Global Financial Private Client, LLC 17 176 12,73 10 263 7,42
2026-04-29 13F Stenger Family Office, LLC 2 163 0,32 1 292 -4,44
2026-04-15 13F Archford Capital Strategies, LLC 761 2,01 455 -2,78
2026-05-15 13F Chilton Investment Co Llc 6 411 267,81 3 831 250,41
2026-04-23 13F Fairman Group, LLC 2 288 2,46 1 367 -2,36
2026-05-01 13F Citizens Financial Group Inc/ri 767 033 2,59 458 340 -2,25
2026-05-15 13F NCM Capital Management, LLC 1 019 9,22 609 4,28
2026-05-14 13F Redwood Investment Management, Llc 185 300 7,77 111 2,80
2026-04-29 13F Jackson Thornton Asset Management, Llc 459 0,44 287 -1,38
2026-05-05 13F Sherman Asset Management, Inc. 173 98,85 103 90,74
2026-05-04 13F CORDA Investment Management, LLC. 26 920 0,10 16 086 -4,62
2026-04-21 13F Delap Wealth Advisory, Llc 1 205 1,86 720 -2,97
2026-04-15 13F Seacrest Wealth Management, Llc 16 686 5,04 9 971 -1,02
2026-05-04 13F Concentrum Wealth Management 1 272 147,95 760 136,45
2026-04-17 13F Richards, Merrill & Peterson, Inc. 6 537 3,98 3 906 -0,91
2026-04-23 13F Next Level Private LLC 758 1,74 453 -3,21
2026-04-17 13F Wealthbridge Capital Management, Llc 2 373 15,70 1 418 10,19
2026-05-07 13F Disciplina Capital Management LLC 22 584 2,33 13 495 -2,49
2026-05-11 13F Biltmore Family Office, LLC 9 577 1,00 5 723 -3,77
2026-04-24 13F KPP Advisory Services LLC 22 988 24,63 13 736 18,75
2026-04-29 13F San Luis Wealth Advisors LLC 915 1,89 547 -3,02
2026-04-09 13F Brown Wealth Management, Llc 1 334 14,11 797 8,73
2026-05-12 13F TIAA Wealth Investment Management LLC 1 242 722
2026-05-11 13F Partners in Financial Planning 10 919 3,25 6 525 -1,61
2026-04-30 13F Roman Butler Fullerton & Co 336 209
2026-05-11 13F OpenArc Corporate Advisory, LLC 18 299 13,12 10 934 7,78
2026-04-30 13F ETF Store, Inc. 1 088 2,35 650 -2,40
2026-05-07 13F Next Capital Management LLC 8 533 1,13 5 099 -3,63
2026-05-15 13F/A Vermillion & White Wealth Management Group, LLC 561 5,06 335 0,00
2026-04-15 13F PW Nova Financial Services LLC 2 036 276,34 1 217 257,65
2026-04-13 13F Affinity Capital Advisors, LLC 14 545 53,41 8 691 46,19
2026-05-04 13F Wsfs Capital Management, Llc 21 488 0,47 12 840 -4,26
2026-04-10 13F Matrix Trust Co 44 620 0,05 27 -3,70
2026-04-28 13F GM Advisory Group, Inc. 26 987 1,72 16 126 -3,08
2026-04-14 13F Baldwin Brothers Inc/ma 6 608 9,13 3 949 3,98
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 38 423 2,78 22 960 -2,06
2026-04-23 13F Summit Wealth Group Llc / Co 2 014 4,84 1 204 -0,08
2026-04-17 13F Watershed Private Wealth Llc 1 433 856
2026-05-14 13F Integrity Financial Corp /WA 4 467 0,36 2 669 -4,37
2026-04-27 13F Albion Financial Group /ut 339 308 4,29 202 753 -0,63
2026-04-20 13F Segment Wealth Management, LLC 5 833 0,95 3 486 -3,81
2026-04-28 13F Umpqua Bank 483 289
2026-05-15 13F Fmr Llc 632 869 8,65 378 172 3,53
2026-04-24 13F Private Advisor Group, LLC 300 100 1,94 179 325 -2,87
2026-04-28 13F BLB&B Advisors, LLC 9 207 40,54 5 501 33,91
2026-05-01 13F Tevis Investment Management 1 039 0,58 621 -2,21
2026-04-21 13F Verity Asset Management, Inc. 1 275 2,74 763 -2,06
2026-04-01 13F Helen Stephens Group, LLC 3 461 2,49 2 068 -2,36
2026-04-30 13F Ibex Wealth Advisors 3 603 0,11 2 153 -4,65
2026-05-14 13F Dorsey & Whitney Trust CO LLC 30 065 3,15 17 965 -1,72
2026-05-07 13F Grant Street Asset Management, Inc. 345 3,29 206 -1,91
2026-04-27 13F Insight Inv LLC 2 946 2,65 1 760 -2,17
2026-05-12 13F PCM Encore, LLC 14 890 24,75 8 897 18,86
2026-04-08 13F Holos Integrated Wealth LLC 2 032 43,50 1 231 38,47
2026-05-14 13F Sand Hill Global Advisors, LLC 525 971 8,34 314 294 3,23
2026-04-21 13F Urban Wealth Management, LLC 1 475 0,20 881 -4,45
2026-04-03 13F Hickory Point Bank & Trust 1 269 11,02 758 5,87
2026-05-18 13F Centaurus Financial, Inc. 20 099 4,42 12 0,00
2026-04-20 13F Verisail Partners, LLC 395 236
2026-04-10 13F TCP Asset Management, LLC 3 640 1,62 2 175 -3,16
2026-04-23 13F Macco Financial Group, Inc. 2 193 38,97 1 311 32,46
2026-04-22 13F Krm Wealth Management L.l.c. 2 937 1,21 1 755 -3,57
2026-04-13 13F Gateway Investment Advisers Llc 7 035 10,96 4 204 5,71
2026-05-11 13F Newport Capital Group, LLC 859 22,54 515 16,78
2026-04-30 13F SkyOak Wealth, LLC 4 650 0,19 2 779 -4,54
2026-05-15 13F CI Private Wealth, LLC 2 985 961 2,17 1 696 306 -7,45
2026-05-05 13F Frazier Financial Advisors, LLC 80 668 7 894,85 48 203 7 527,06
2026-04-22 13F Hurlow Wealth Management Group, Inc. 1 161 39,88 694 33,27
2026-05-15 13F Osterweis Capital Management Inc 1 038 -27,46
2026-05-14 13F Pacific Financial Group Inc 1 587 45,73 949 39,00
2026-05-11 13F Rebalance, Llc 4 282 0,90 2 559 -3,87
2026-05-08 13F MPS Loria Financial Planners, LLC 822 0,37 491 -4,29
2026-04-09 13F CRA Financial Services, LLC 12 251 7,74 7 320 2,65
2026-04-16 13F Redstone Wealth Management, Llc 6 095 0,02 3 642 -4,68
2026-05-14 13F Aspen Grove Capital, LLC 24 689 6,97 14 757 1,92
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 4 432 9,35 2 650 4,25
2026-04-29 13F Ascent Advisors, LLC 1 519 908
2026-04-06 13F Highline Wealth Partners Llc 37 259 8,13 22 264 3,03
2026-04-30 13F Whipplewood Advisors, LLC 473 2,38 283 -2,42
2026-05-14 13F Herold Advisors, Inc. 1 330 49,94 795 42,81
2026-04-24 13F Saxony Capital Management, LLC 14 642 13,65 8 749 8,29
2026-04-10 13F Charles Schwab Trust Co 211 081 12,51 126 131 7,20
2026-04-30 13F GreatBanc Trust CO 74 289 1,13 44 391 -3,64
2026-04-22 13F Capital Investment Management, Inc. 53 453 2,44 31 942 -2,39
2026-05-01 13F Fifth Third Bancorp 739 979 31,03 442 175 24,85
2026-04-27 13F S.A. Mason LLC 12 255 32,02 7 323 25,79
2026-04-15 13F Retirement Investment Advisors, Inc. 434 266
2026-05-01 13F Fifth Third Bancorp Put 2 500 5
2026-05-11 13F Fairscale Capital, LLC 44 285 0,91 26 462 -3,85
2026-05-01 13F Global Assets Advisory, LLC 19 890 89,01 9 233 39,90
2026-05-13 13F Ubs Asset Management Americas Inc 30 272 233,10 18 089 217,41
2026-04-14 13F Plancorp, LLC 67 055 3,53 41 883 3,11
2026-05-14 13F SWAN Capital LLC 992 22,17 593 16,31
2026-05-04 13F Sterling Group Wealth Management, LLC 6 777 5,12 4 049 0,15
2026-04-09 13F Wedmont Private Capital 194 068 3,35 120 582 1,26
2026-04-17 13F RFG Advisory, LLC 44 576 9,28 26 636 4,12
2026-05-08 13F BG Investment Services, Inc. 2 667 0,26 1 594 -4,50
2026-04-20 13F Williams & Novak, LLC 1 752 4,16 1 055 0,09
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 440 263
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