Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares S&P 500 Growth ETF, to m.in Arch Global Advisors, LLC, Resolute Wealth Advisor, Inc., Tiaa-cref Individual & Institutional Services, Llc, Milestone Asset Management, Llc, Jump Financial, LLC, Accent Capital Management, LLC, Financial Solutions Advisory Group, Inc., Sanchez Gaunt Capital Management, LLC, Vantus Wealth LLC, Vanguard National Trust Co, EFG International AG, Tulsa Wealth Advisors, INC, Storen Legacy Partners, LLC, Gerald Baker Financial Group LLC, Vanguard Advisers Inc, Sandhill Capital Partners LLC, Westfield Capital Management Co Lp, Madson Wealth Advisors Inc, Sentinel Advisory Group, LLC, i IMC-Chicago, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Financial Consulate, Inc | 613 | 62,60 | 69 | 50,00 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 4 736 | 0,06 | 536 | -8,23 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 19 063 | 17,71 | 2 156 | 8,02 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2 705 | 9,65 | 333 | 12,12 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 4 585 | 595 | ||||||
| 2026-05-14 | 13F | Sandhill Capital Partners LLC | 6 606 | 747 | ||||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 3 602 | 12,07 | 407 | 2,78 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 348 309 | 15,08 | 39 397 | 5,61 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1 338 195 | 6,60 | 151 363 | -2,18 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 20 455 | 11,17 | 2 314 | 2,03 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 66 676 | 3,24 | 8 613 | 8,19 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 591 | 67 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2 758 | 340 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 2 844 | 12,10 | 322 | 2,88 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 11 770 | 3,76 | 1 331 | -4,79 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 154 912 | 5,23 | 17 522 | -3,43 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 129 | 15 | ||||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 248 875 | 5,31 | 28 150 | -3,36 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24 189 | 1,77 | 2 736 | -6,59 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1 105 695 | 1,99 | 125 054 | -6,42 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 3 848 | 63,05 | 435 | 50,00 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 4 364 | 128,84 | 494 | 109,79 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 146 566 | 16 578 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 341 831 | 4,59 | 38 665 | -4,03 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 10 878 | 2,52 | 1 230 | -5,89 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 2 149 | 3,32 | 243 | -5,08 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 117 270 | 1,46 | 13 264 | -6,90 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 69 972 | 3,02 | 7 915 | -5,46 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 18 536 | 13,23 | 2 097 | 3,92 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 28 964 | 7,47 | 3 276 | -1,36 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 45 482 | 17,79 | 5 144 | 8,09 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 5 571 | 5,29 | 630 | -3,37 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13 494 | 11,24 | 1 526 | 2,07 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 470 220 | 74,09 | 53 187 | 59,75 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 31 717 | 0,99 | 3 588 | -7,34 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 198 711 | 58,81 | 25 604 | 63,87 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 13 511 | 3,51 | 1 528 | -2,98 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 23 482 | 34,34 | 2 656 | 23,31 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 501 149 | 3,04 | 56 685 | -5,44 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 115 463 | 23,63 | 14 232 | 26,23 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 16 217 | 4,28 | 1 834 | -4,28 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 22 097 | 5,38 | 2 499 | -3,29 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 20 458 | 0,10 | 2 314 | -8,14 | ||||
| 2026-05-12 | 13F | Croban | 79 302 | 11,72 | 8 970 | 2,51 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 338 | 0,30 | 38 | -7,32 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 7 542 | 1,40 | 853 | -6,88 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 5 386 | 1,68 | 609 | -6,60 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 43 324 | 10,51 | 4 900 | 1,41 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 2 764 | 5,54 | 313 | -3,11 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3 202 | 0,09 | 362 | -8,12 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 1 971 | 247 | ||||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 34 030 | 2,05 | 3 849 | -7,14 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 6 431 | 0,44 | 727 | -7,86 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 27 492 | 155 511 | -13,04 | |||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 3 181 | 0,06 | 360 | -8,18 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 11 600 | 25,36 | 1 312 | 15,09 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 57 269 | 39,44 | 7 528 | 45,93 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 346 339 | 0,58 | 37 351 | -11,99 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 141 683 | 417,37 | 16 026 | 374,81 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 502 | 57 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 72 | 1,41 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 2 297 | 2,59 | 260 | -5,82 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 4 673 | 0,09 | 529 | -8,33 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 70 594 | 9,34 | 7 985 | 0,34 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 20 208 | 0,00 | 2 286 | -8,23 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 883 779 | 0,17 | 99 964 | -8,08 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 178 572 | 47,87 | 20 198 | 35,69 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6 599 | 1,49 | 746 | -6,87 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 167 012 | 3,37 | 18 891 | -5,15 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 1 840 | 0,11 | 208 | -7,96 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 664 | 75 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 24 980 | 33,98 | 2 826 | 22,93 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 49 468 | 0,05 | 5 595 | -8,19 | ||||
| 2026-04-06 | 13F | CX Institutional | 128 203 | 13,59 | 15 | 7,69 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 8 599 | 973 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 990 288 | 4,93 | 327 905 | -6,65 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 3 671 | 5,43 | 415 | -3,26 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 8 752 | 0,06 | 990 | -8,26 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 65 117 | 8,03 | 7 365 | -0,86 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 10 548 | 25 626,83 | 1 193 | 23 760,00 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6 009 | 0,15 | 680 | -8,12 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2 356 | 66,50 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 482 689 | 0,85 | 59 496 | 2,97 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 9 910 | 11,26 | 1 121 | 2,10 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 168 047 | 2,53 | 19 008 | -5,92 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 7 022 | 18,55 | 794 | 8,77 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 7 451 | 6,43 | 843 | -2,32 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 80 504 | 11,03 | 9 106 | 1,88 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1 087 | 0,09 | 123 | -8,27 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 13 015 | 15,83 | 1 647 | 17,98 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 156 640 | 0,45 | 18 | -10,53 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 46 579 | 2,76 | 5 269 | -5,71 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 9 217 | 2,71 | 1 043 | -5,79 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 62 328 | 4,70 | 7 053 | -3,92 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 36 414 | 0,92 | 4 119 | -7,40 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 29 833 | 17,00 | 3 374 | 7,38 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 1 970 631 | 573,03 | 222 898 | 517,62 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 25 122 | 0,26 | 2 842 | -8,00 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 3 713 | 0,43 | 420 | -7,91 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 58 188 | 2,87 | 6 582 | -5,61 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 42 611 | 0,89 | 4 820 | -8,21 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 89 544 | 10 128 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 11 697 | 152,20 | 1 323 | 131,70 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 7 330 | 22,70 | 829 | 12,64 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 8 194 | 927 | ||||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 30 005 | 5,20 | 3 394 | -3,47 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 9 169 | 33,95 | 997 | 17,31 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 41 667 | 40,35 | 4 713 | 28,78 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 27 424 | 0,09 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 3 686 | 417 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 119 411 | 0,98 | 13 507 | -7,33 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 43 420 | 6,77 | 4 911 | -2,02 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 19 486 | 0,01 | 2 204 | -8,20 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 2 757 | 0,07 | 312 | -8,26 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 18 958 | 4,52 | 2 144 | -4,07 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 8 854 | 1,25 | 1 001 | -7,06 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 15 521 | 30,18 | 1 756 | 19,47 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 492 | 56 | ||||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 4 668 | 0,63 | 528 | -7,71 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 3 429 | 15,88 | 388 | 6,32 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 32 642 | 14,22 | 3 692 | 4,83 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 3 867 | 0,05 | 437 | -8,19 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 87 339 | 5,42 | 9 879 | -3,27 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 173 380 | 11,54 | 19 611 | 2,35 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 71 221 | 7,79 | 8 056 | -1,09 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 2 505 | 3,34 | 283 | -5,03 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 41 924 | 0,29 | 4 742 | -7,96 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 240 383 | 1,55 | 27 190 | -6,81 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 11 543 | 1 306 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1 030 500 | 99,03 | 116 559 | 82,64 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 161 845 | 7,00 | 18 306 | 0,79 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 164 | 1,55 | 245 | -6,87 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44 221 | 202,20 | 5 002 | 177,37 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 206 609 | 11,88 | 23 370 | 2,67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 136 302 | 306,80 | 15 417 | 273,38 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 44 | 5 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 26 830 | 54,26 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 532 813 | 469,40 | 60 266 | 422,55 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 61 502 | 4,19 | 6 955 | -4,41 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 15 178 | 0,36 | 1 717 | -7,94 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1 852 | 210 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 62 029 | 17,32 | 7 646 | 55,77 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 7 414 | 839 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 22 726 | 5,48 | 2 571 | -3,20 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 70 284 | 7,45 | 7 950 | -1,40 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 3 586 | 465 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4 385 | 1,15 | 496 | -7,12 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 6 854 | 11,87 | 775 | 2,65 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 239 321 | 0,24 | 29 499 | 2,35 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 21 122 | 2,10 | 2 389 | -6,31 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 5 193 | 24,83 | 587 | 14,65 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 850 | 96 | ||||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 262 431 | 4,11 | 34 239 | 10,10 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 4 764 | 4,61 | 539 | -4,10 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3 880 | 11,30 | 439 | 2,10 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 57 802 | 7,95 | 7 332 | 10,17 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 139 627 | 1,59 | 129 | -7,25 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 8 506 | 0,40 | 962 | -7,85 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 14 506 | 4,22 | 1 641 | -4,31 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 20 160 | 4,73 | 2 280 | -3,88 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 30 539 | 10,08 | 4 | 0,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 82 186 | 2,12 | 9 296 | -6,29 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 111 443 | 10,56 | 12 605 | 1,46 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 489 338 | 2,07 | 55 342 | -6,35 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 275 772 | 0,06 | 33 943 | -0,09 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 29 965 | 14,64 | 3 389 | 5,22 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 9 577 | 0,03 | 1 083 | -8,22 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 6 876 | 0,13 | 778 | -8,16 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 5 485 | 620 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 262 208 | 2,46 | 29 658 | -5,98 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 17 855 | 0,45 | 2 020 | -7,81 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 57 039 | 125,67 | 6 452 | 107,09 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 4 410 | 0,09 | 479 | -11,79 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 13 029 | 0,08 | 1 474 | -8,17 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 7 612 | 0,57 | 861 | -7,82 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 828 745 | 5,64 | 93 739 | -3,06 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 19 125 | 2 163 | ||||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 58 681 | 4,72 | 6 637 | -3,91 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 34 929 | 35,79 | 3 951 | 24,61 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 19 112 | 3,20 | 2 162 | -5,30 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 60 688 | 0,37 | 6 864 | -7,90 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3 344 | 3,47 | 378 | -5,03 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 78 787 | 2,78 | 8 912 | -5,68 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 569 | 18,79 | 64 | 10,34 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 12 087 | 4,30 | 1 367 | -4,27 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 303 | 37 | ||||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 96 586 | 7,16 | 10 925 | -1,67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 118 906 | 107,54 | 13 450 | 90,47 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 141 475 | 2,00 | 16 002 | -6,40 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 18 172 | 65,47 | 2 055 | 51,88 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 270 711 | 8,05 | 30 620 | -0,85 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 6 467 | 732 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 60 118 | 0,70 | 7 257 | -0,36 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3 539 621 | 5,78 | 400 576 | -2,84 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1 164 899 | 4,54 | 131 742 | -4,57 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20 265 | 0,32 | 2 292 | -7,91 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 11 120 | 69,46 | 1 258 | 55,57 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 263 812 | 0,06 | 29 840 | -8,18 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 230 828 | 4,15 | 26 109 | -4,43 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 120 084 | 2,18 | 13 583 | -6,23 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1 506 | 170 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 19 984 | 8,92 | 2 260 | -0,04 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5 761 | 59,01 | 652 | 45,96 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2 342 | 0,09 | 265 | -8,33 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 91 854 | 0,30 | 10 390 | -7,96 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 10 718 | 17,94 | 1 212 | 7,93 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 54 202 | 2,05 | 6 131 | -6,36 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 30 372 | 25,81 | 3 481 | 16,97 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 93 092 | 1,72 | 10 530 | -6,66 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 43 846 | 43,86 | 4 959 | 32,03 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 44 180 | 33,51 | 5 306 | 30,11 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 46 950 | 0,36 | 5 310 | -7,91 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 2 295 | 260 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 11 181 | 3,08 | 1 265 | -5,46 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 88 | 1,15 | 10 | -10,00 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 3 360 | 2,13 | 438 | 7,88 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 2 584 | 292 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4 356 | 3,30 | 493 | -5,20 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 90 801 | 4,57 | 10 271 | -4,05 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 5 463 | 7,65 | 618 | -1,28 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3 856 562 | 6,20 | 436 | -2,46 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 1 775 | 208,70 | 201 | 185,71 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 490 | 28,95 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 153 383 | 12,36 | 17 349 | 3,11 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4 513 | 1,30 | 510 | -7,10 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 11 339 | 4,89 | 1 283 | -3,75 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 15 066 | 1,07 | 1 704 | -7,24 | ||||
| 2026-04-16 | 13F | Security National Bank | 21 439 | 7,56 | 2 425 | -1,30 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 7 045 | 7,74 | 797 | -1,24 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 6 222 | 3,05 | 704 | -5,51 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2 431 | 19,17 | 275 | 9,16 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 5 339 | 13,89 | 604 | 4,51 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 2 285 | 0,09 | 258 | -8,19 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 7 947 | 9,16 | 911 | 1,45 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 347 289 | 2,65 | 39 282 | -5,81 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 4 185 | 55,52 | 473 | 41,19 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 9 842 | 4,04 | 1 113 | -4,55 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 382 | 43 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 107 | 12 | ||||||
| 2026-04-16 | 13F | True Vision MN LLC | 84 840 | 13,32 | 9 596 | 4,00 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 3 940 | 0,08 | 446 | -8,25 | ||||
| 2026-04-13 | 13F | Arwa Llc | 38 780 | 19,89 | 4 657 | 16,80 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 21 973 | 4,04 | 2 485 | -4,53 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 12 463 | 0,04 | 1 410 | -8,21 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 4 149 | 0,07 | 469 | -8,22 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1 405 | 36,28 | 159 | 25,20 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2 524 | 13,54 | 285 | 4,01 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 276 795 | 12,04 | 257 528 | 2,81 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 4 143 | 16,57 | 469 | 6,85 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 2 921 | 0,03 | 330 | -8,08 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 361 009 | 1,51 | 40 834 | -6,85 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 492 926 | 13,99 | 63 514 | 19,16 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 33 611 | 0,96 | 3 802 | -7,36 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 630 | 13,51 | 71 | 4,41 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 9 713 | 45,12 | 1 099 | 33,09 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 4 896 | 0,08 | 554 | -8,29 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 245 | -8,27 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1 901 | 215 | ||||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 5 952 | 208,71 | 673 | 183,97 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 19 436 | 10,90 | 2 611 | 20,83 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 154 | 1,32 | 17 | -5,56 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 353 003 | 11,13 | 39 928 | 1,98 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 281 214 | 7,04 | 31 808 | -1,77 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 188 161 | 1,87 | 21 283 | -4,54 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 8 384 | 0,48 | 948 | -7,78 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 9 996 | 128,64 | 1 131 | 110,04 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 76 553 | 226,54 | 8 659 | 199,69 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 10 176 | 1 151 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 65 577 | 0,98 | 7 417 | -7,33 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 147 733 | 3,04 | 16 710 | -5,44 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 36 247 | 37,21 | 4 100 | 25,89 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2 663 | 1,33 | 301 | -6,81 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3 984 | 9,93 | 451 | 0,90 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 95 459 | 0,06 | 10 797 | -8,18 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9 557 | 0,81 | 1 081 | -7,53 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 962 | 401,52 | 448 | 361,86 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 201 678 | 8,95 | 22 812 | -0,02 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 3 969 | 7,07 | 449 | -1,75 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 434 249 | 14,98 | 49 118 | 5,51 | ||||
| 2026-05-11 | 13F | Commerce Bank | 164 927 | 196,72 | 18 655 | 172,28 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 4 929 | 558 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1 468 118 | 5,95 | 165 | -4,09 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 229 | 26 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1 775 | 201 | ||||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 182 | 21 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1 933 | 489,33 | 219 | 445,00 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 10 150 | 3,22 | 1 148 | -5,28 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 4 250 | 1,00 | 481 | -7,51 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 2 416 574 | 9,61 | 273 | 0,74 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 4 444 | 10,11 | 503 | 0,60 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 7 883 | 0,01 | 892 | -8,24 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 1 815 | 205 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 42 144 | 8,04 | 4 767 | -0,87 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1 285 735 | 1,25 | 145 429 | -7,09 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 21 798 | 12,25 | 2 466 | 3,01 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1 126 579 | 1,23 | 127 427 | -7,11 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 21 111 | 451,49 | 2 388 | 406,79 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 12 036 | 2,75 | 1 361 | -5,68 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3 350 | 7,17 | 379 | -1,82 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 4 174 | 76,79 | 472 | 62,20 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 1 773 | 0,91 | 201 | -7,41 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 8 167 | 0,06 | 924 | -8,25 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 920 546 | 81,02 | 236 725 | 84,82 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 12 646 | 1 430 | ||||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 110 300 | 106,52 | 12 476 | 89,52 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2 998 | 339 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 6 987 | 22,36 | 790 | 12,38 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 74 436 | 4,26 | 8 422 | -4,30 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 58 882 | 4,38 | 6 660 | -5,02 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 2 839 | 14,89 | 321 | 5,59 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 732 503 | 4,32 | 82 853 | -4,27 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 249 970 | 30,97 | 28 274 | 20,19 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 155 378 | 9,65 | 19 152 | 11,96 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 7 074 | 0,08 | 800 | -8,15 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 9 655 | 3,54 | 1 092 | -4,96 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 3 512 | 0,09 | 397 | -8,10 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 11 655 | 107,02 | 1 212 | 74,89 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 130 496 | 0,01 | 14 760 | -8,69 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 251 360 | 9,44 | 28 431 | 0,43 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 75 582 | 0,01 | 8 549 | -8,22 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 2 753 | 0,04 | 311 | -8,26 | ||||
| 2026-05-12 | 13F | Beaton Management Co. Inc. | 2 804 | 34,81 | 0 | |||||
| 2026-05-12 | 13F | Dynamic Financial Group | 5 390 | 0,04 | 610 | -8,28 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 17 411 | 8,94 | 1 969 | 0,00 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 352 547 | 0,07 | 39 877 | -8,17 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2 671 | 0,07 | 302 | -7,93 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 3 110 | 352 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 89 253 | 3,88 | 10 095 | -4,67 | ||||
| 2026-05-06 | 13F | Eq Llc | 265 307 | 10,12 | 30 009 | 1,05 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1 963 | 4,36 | 222 | -3,90 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4 887 | 553 | ||||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 23 418 | 10,89 | 2 649 | 1,73 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 50 975 | 8,44 | 5 766 | -0,50 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1 047 | 0,10 | 135 | 8,94 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 13 112 | 1 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 3 680 | 6,08 | 416 | -2,58 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 6 275 | 855 | ||||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 3 335 | 1,71 | 377 | -6,68 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 13 182 | 1 491 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 24 657 | 15,48 | 3 200 | 21,59 | ||||
| 2026-05-11 | 13F | Collier Financial | 781 | 0,13 | 88 | -8,33 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 44 103 | 0,75 | 4 988 | -7,54 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2 996 | 339 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 15 355 004 | 2,22 | 1 736 805 | -6,20 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 16 551 | 2,24 | 1 872 | -6,17 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 2 063 | 1,48 | 233 | -6,80 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 42 754 | 9,83 | 4 836 | 0,77 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 18 149 | 105,84 | 2 053 | 88,95 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 23 755 | 2,99 | 2 687 | -5,49 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 7 171 | 1,83 | 811 | -6,46 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 6 420 | 10,94 | 726 | 1,82 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 12 312 | 1,57 | 1 393 | -6,83 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2 572 | 0,08 | 291 | -8,23 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 101 367 | 7,32 | 11 466 | -1,52 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 264 362 | 1,24 | 29 902 | -7,09 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 23 227 | 6,79 | 2 627 | -1,98 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 11 392 | 1,49 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 2 965 | 335 | ||||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 3 905 | 37,74 | 442 | 26,36 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 17 518 | 1 981 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 187 275 | 0,64 | 21 183 | -7,65 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 5 498 | 81,21 | 622 | 66,49 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 13 847 | 5,40 | 1 566 | -3,27 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 189 884 | 0,48 | 21 478 | -7,80 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 3 355 | 56,48 | 379 | 43,56 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 9 769 | 1,81 | 1 105 | -6,60 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 103 694 | 11,85 | 11 729 | 2,63 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7 291 428 | 5,32 | 824 735 | -3,35 | ||||
| 2026-05-15 | 13F | EFG International AG | 16 744 | 1 894 | ||||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 2 119 | 0,09 | 240 | -8,08 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 105 824 | 48,62 | 11 970 | 36,38 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 496 194 | 32,88 | 56 124 | 21,94 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 290 090 | 0,05 | 32 812 | -8,18 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 7 365 | 1,03 | 833 | -7,24 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 3 712 | 24,98 | 420 | 14,48 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 13 584 | 0,94 | 1 536 | -7,36 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 5 544 | 66,24 | 627 | 52,55 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 541 | 7,22 | 287 | -1,71 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 17 | 2 | ||||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 59 939 | 8,80 | 6 780 | -0,16 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 294 526 | 5,17 | 33 | -2,94 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 17 314 | 4,03 | 1 958 | -4,53 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 5 508 | 32,37 | 623 | 21,68 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 27 341 | 24,14 | 3 093 | 13,93 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 5 | 1 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 11 787 | 15,83 | 1 333 | 6,30 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 48 853 | 15,71 | 5 526 | 6,17 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 1 976 | 0,05 | 224 | -8,23 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 6 114 | 41,86 | 692 | 29,16 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 3 609 | 0,06 | 408 | -8,11 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 7 132 | 807 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 46 989 | 10,74 | 5 315 | 1,61 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 6 003 | 3,88 | 679 | -4,63 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 196 314 | 1,04 | 22 205 | -7,28 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 24 400 | 23,34 | 3 007 | 20,52 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2 685 | 3,23 | 304 | -5,31 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 29 506 | 3,46 | 3 337 | -7,02 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 272 542 | 5,03 | 30 827 | -3,61 | ||||
| 2026-05-05 | 13F | PFG Advisors | 48 898 | 8,94 | 5 531 | -0,04 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 89 328 | 19,44 | 10 104 | 9,60 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 15 284 | 0,98 | 1 729 | -7,35 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 14 112 | 3,97 | 1 596 | -4,60 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2 716 | 0,93 | 307 | -7,25 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 14 469 | 1,09 | 1 637 | -7,26 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 688 281 | 0,22 | 77 852 | -8,04 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 3 403 | 5,75 | 385 | -3,03 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 54 018 | 2,27 | 6 110 | -6,16 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 250 792 | 2,76 | 28 367 | -5,70 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2 834 | 14,23 | 321 | 4,92 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1 406 864 | 4,06 | 159 130 | -4,51 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 914 | 103 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 7 434 | 52,09 | 841 | 39,53 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 362 101 | 1,59 | 154 067 | -6,77 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 67 868 | 2,83 | 7 677 | -5,64 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1 009 | 0,10 | 114 | -8,06 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 32 130 | 23,40 | 3 634 | 13,24 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 80 900 | 9 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 22 408 | 3,08 | 2 535 | -5,41 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2 967 | 11,37 | 336 | 2,13 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 2 461 | 278 | ||||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 83 805 | 98,05 | 9 479 | 81,76 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 3 576 | 0,36 | 404 | -7,97 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6 291 | 0,38 | 712 | -7,90 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 1 585 | 179 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 100 635 | 225,71 | 11 383 | 198,90 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 108 356 | 0,09 | 12 256 | -8,15 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 60 999 | 0,41 | 6 900 | -7,87 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 143 445 | 0,32 | 16 229 | -7,93 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 39 998 | 6,58 | 4 524 | -2,18 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 9 519 | 3,58 | 1 077 | -4,95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 28 945 | 1,30 | 3 274 | -7,02 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2 002 | 19,88 | 226 | 10,24 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 82 910 | 5,87 | 9 378 | -2,86 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 12 635 | 16,51 | 1 429 | 6,96 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 159 011 | 9,14 | 17 986 | 0,16 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 46 625 | 13,94 | 5 274 | 4,56 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 54 985 | 37,73 | 6 219 | 26,40 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 2 071 | 234 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 10 053 | 0,02 | 1 137 | -8,16 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 27 665 | 2,29 | 3 129 | -6,12 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 34 832 | 9,86 | 3 940 | 0,79 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 19 988 | 4,43 | 2 261 | -4,20 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 2 779 | 0,36 | 314 | -7,92 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 42 001 | 0,50 | 4 751 | -7,78 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 92 783 | 20,54 | 12 600 | 32,80 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 31 424 | 15,31 | 2 938 | -12,48 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 258 681 | 3,71 | 29 | -3,33 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13 830 | 42,15 | 1 564 | 30,44 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 3 765 | 0,35 | 426 | -8,01 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 1 600 | 197 | ||||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 78 442 | 5,51 | 8 873 | -3,19 | ||||
| 2026-04-24 | 13F | hemming& Wealth Management, Inc. | 226 585 | 23,43 | 25 629 | 13,26 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 15 048 | 0,06 | 1 702 | -8,15 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 66 991 | 1,54 | 7 577 | -6,82 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 12 615 | 2,44 | 1 427 | -6,00 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 30 944 | 0,34 | 3 500 | -7,92 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 87 141 | 10,38 | 10 741 | 12,71 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6 123 | 2,22 | 693 | -6,23 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 36 872 | 7,42 | 4 171 | -1,42 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 2 649 | 0,08 | 300 | -8,28 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 56 905 | 6 432 | ||||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 16 501 | 0,01 | 1 866 | -8,21 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 226 392 | 4,49 | 25 607 | -4,11 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 183 538 | 104,71 | 20 760 | 87,86 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 245 561 | 2,14 | 27 775 | -6,27 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 940 | 30,19 | 106 | 20,45 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 103 734 | 150,90 | 11 733 | 130,24 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 16 216 | 4,30 | 1 834 | -4,28 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 61 140 | 6,74 | 6 916 | -2,04 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 174 730 | 204,91 | 19 764 | 179,81 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 215 931 | 8,50 | 24 424 | 1,24 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 130 003 | 1 871,53 | 14 705 | 1 710,84 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 56 | 6 | ||||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1 771 | 0,06 | 200 | -8,26 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 3 388 | 5,84 | 437 | 10,66 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 7 839 | 10,74 | 887 | 1,61 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 2 090 | 236 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 1 240 | 63,16 | 140 | 50,54 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 1 627 | 0,06 | 184 | -8,50 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5 969 | 675 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 7 931 | 10,80 | 897 | 1,70 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 3 239 | 366 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4 754 617 | 5,44 | 537 795 | -3,24 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 25 236 | 3,71 | 2 854 | -4,83 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 7 508 | 22,60 | 849 | 12,60 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 153 274 | 2,27 | 17 337 | -6,15 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 2 677 | 2,41 | 303 | -6,21 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 20 | 2 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 5 765 | 78,54 | 652 | 63,82 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 5 080 | 27,10 | 575 | 16,67 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 47 048 | 5,53 | 5 322 | -3,17 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 469 119 | 6,72 | 53 062 | -2,07 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 305 347 | 16,14 | 34 538 | 6,58 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 2 178 | 246 | ||||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 19 671 | 23,09 | 2 535 | 28,69 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 19 779 268 | 6,63 | 2 237 233 | -2,15 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 213 | 23 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4 531 673 | 2,49 | 512 577 | -5,95 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 4 | 100,00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 105 | 9,56 | 917 | 0,55 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 24 435 | 8,66 | 2 764 | -0,43 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 8 843 | 13,46 | 1 000 | 4,17 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 209 739 | 2,08 | 23 724 | -6,32 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 42 318 | 2,29 | 4 787 | -6,14 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 8 594 | 4,65 | 972 | -3,95 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 27 007 | 4,56 | 3 055 | -4,05 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1 794 | 203 | ||||||
| 2026-05-04 | 13F | Copia Wealth Management | 368 | 22,67 | 42 | 13,89 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 40 875 | 5,17 | 4 623 | -3,49 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 6 614 | 0,27 | 748 | -8,00 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 2 564 | 290 | ||||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 93 456 | 10 571 | ||||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 13 270 | 19,87 | 1 501 | 9,97 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 603 344 | 0,79 | 69 179 | -7,15 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 235 361 | 8,53 | 26 622 | -0,41 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 25 819 | 439,81 | 2 920 | 395,76 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 7 260 | 821 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 55 960 | 6 330 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 10 928 | 69,35 | 1 236 | 55,47 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 9 535 | 0,01 | 1 079 | -8,26 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 31 695 | 5,00 | 3 585 | -3,63 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 14 038 | 219,99 | 1 588 | 193,89 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 139 521 | 2,28 | 15 781 | -6,14 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 13 283 | 5,87 | 1 502 | -2,85 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 84 | 10 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 75 710 | 9,91 | 8 564 | 0,86 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 3 247 | 0,03 | 367 | -8,25 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 92 942 | 10 513 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 15 295 | 5,70 | 1 730 | -2,97 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 2 193 | 0,05 | 248 | -8,15 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 5 441 | 3,62 | 615 | -4,95 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10 550 | 277,46 | 1 315 | 282,27 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 10 462 | 95,88 | 1 183 | 79,79 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 3 547 | 6,61 | 401 | -2,20 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 6 406 | 24,73 | 725 | 14,38 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4 179 | 3,59 | 515 | 5,97 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 10 143 | 0,02 | 1 147 | -8,24 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 5 225 | 11,62 | 591 | 4,60 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 2 249 169 | 6,90 | 254 403 | -1,91 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 10 202 | 9,99 | 1 154 | 0,87 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 20 889 253 | 5,41 | 2 362 783 | -3,27 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 6 652 | 7,55 | 752 | -1,31 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 82 886 | 5,31 | 9 375 | -3,35 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 51 291 | 2,35 | 5 801 | -6,07 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 19 957 | 0,36 | 2 257 | -7,92 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 1 111 | 126 | ||||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 48 147 | 4,83 | 5 446 | -3,82 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 16 305 | 4,39 | 2 010 | 6,58 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 56 416 | 2,12 | 6 381 | -6,29 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 57 025 | 0,14 | 6 536 | -6,90 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 5 234 | 2,51 | 592 | -5,88 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 15 644 | 31,47 | 1 770 | 20,67 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 66 505 | 8,46 | 7 522 | -0,46 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2 144 | 10,06 | 243 | 0,83 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 15 783 | 3,08 | 1 785 | -5,41 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 4 154 | 17,84 | 470 | 8,06 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 3 873 907 | 2,26 | 438 178 | -4,67 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 2 554 | 29,84 | 289 | 19,01 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3 175 | 84,70 | 359 | 70,14 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 2 896 | 328 | ||||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 62 523 | 33,62 | 7 072 | 22,61 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4 482 | 17,64 | 507 | 7,89 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 126 627 | 19,38 | 14 353 | 9,78 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2 448 | 2,00 | 277 | -6,44 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 118 508 | 5,27 | 13 404 | -3,40 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 5 631 | 29,24 | 637 | 18,44 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1 712 | 17,83 | 194 | 7,82 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 2 276 | 0,04 | 257 | -8,21 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 3 978 | 0,08 | 450 | -8,18 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 5 053 | 0,02 | 572 | -8,20 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 10 388 | 0,09 | 1 199 | -7,20 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 5 803 | 43,75 | 656 | 31,99 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 11 954 | 23,00 | 1 352 | 12,85 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 20 261 | 13,43 | 2 292 | 4,09 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 131 489 | 2,90 | 14 873 | -5,58 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2 360 | 20,16 | 267 | 9,92 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 222 836 | 1,45 | 25 205 | -6,90 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 885 451 | 5,82 | 100 154 | -2,89 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 17 566 | 2 165 | ||||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 117 595 | 3,37 | 13 301 | -5,14 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 9 086 | 0,07 | 1 028 | -8,22 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6 105 | 0,98 | 690 | -7,38 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 151 882 | 7,99 | 17 179 | -0,91 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 3 232 | 2,90 | 366 | -5,68 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 15 217 | 4,06 | 1 721 | -4,50 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 13 029 | 19,43 | 1 474 | 9,60 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 1 890 | 214 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 9 536 | 9,06 | 1 079 | 0,09 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 12 655 | 10,00 | 1 432 | 0,92 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 9 628 | 7,25 | 1 089 | -1,54 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 41 470 | 22,60 | 4 691 | 12,50 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 143 216 | 0,37 | 16 199 | -7,90 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 15 870 | 0,01 | 1 795 | -8,18 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 5 111 | 1,51 | 578 | -6,77 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 88 811 | 43,94 | 10 045 | 32,08 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 35 583 | 2,64 | 4 025 | -5,83 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 4 939 | 46,17 | 559 | 34,13 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 15 361 | 60,46 | 1 737 | 47,33 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1 704 | 10,94 | 193 | 1,59 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 5 | 1 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 714 | 81 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 33 042 | 258,18 | 3 937 | 242,26 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 6 322 | 715 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 126 503 | 5,86 | 14 309 | -2,86 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 6 893 | 162,49 | 780 | 141,18 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 114 881 | 9,84 | 12 995 | 0,79 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 12 353 | 30,91 | 1 397 | 20,12 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 10 784 | 0,26 | 1 220 | -8,00 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 25 860 | 0,06 | 2 925 | -5,77 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 167 200 | 30,13 | 18 912 | 19,42 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 338 159 | 0,53 | 38 249 | -7,84 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 050 705 | 0,74 | 231 957 | -7,55 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 1 027 | 6,42 | 116 | -1,69 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 369 582 | 0,10 | 41 803 | -8,15 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 190 231 | 0,70 | 21 517 | -7,59 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 53 483 | 0,29 | 6 049 | -7,97 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 2 276 | 2,71 | 257 | -5,86 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 13 542 | 1,32 | 1 532 | -7,04 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 4 439 | 1,02 | 502 | -7,21 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 26 211 | 2,50 | 3 004 | -4,70 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 12 891 | 0,96 | 1 458 | -7,31 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 17 083 | 14,48 | 1 932 | 5,06 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 41 094 | 101,36 | 4 648 | 84,81 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 64 686 | 5,48 | 7 317 | -3,20 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 2 026 | 229 | ||||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 7 426 | 840 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 29 785 | 2,14 | 3 369 | -6,29 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 190 570 | 4,21 | 21 492 | -4,65 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 17 966 | 0,95 | 2 032 | -7,34 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 4 319 | 8,16 | 489 | -0,81 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 28 935 | 390,42 | 3 273 | 350,07 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 312 365 | 31,71 | 35 332 | 20,86 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 370 845 | 5,17 | 41 946 | -3,49 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 67 419 | 2,33 | 7 626 | -6,11 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 2 867 | 324 | ||||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 2 640 | 299 | ||||||
| 2026-04-27 | 13F | GDS Wealth Management | 8 295 | 8,26 | 938 | -0,64 | ||||
| 2026-04-10 | 13F | Novem Group | 37 469 | 87,35 | 4 238 | 71,93 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 7 373 | 7,17 | 834 | -1,77 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 4 645 | 1,00 | 525 | -7,24 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 1 800 | 109,79 | 204 | 93,33 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 175 041 | 7,36 | 19 799 | -1,48 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 9 299 | 2,15 | 1 052 | -6,33 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 7 050 | 0,03 | 797 | -8,18 | ||||
| 2026-05-12 | 13F | Creative Planning | 673 356 | 3,06 | 76 163 | -5,43 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 16 034 | 3,94 | 1 814 | -4,63 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 261 939 | 3,22 | 32 287 | 5,39 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 18 485 | 1,42 | 2 091 | -8,17 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 2 011 | 1,93 | 227 | -6,58 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 4 414 | 544 | ||||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 11 090 | 0,62 | 1 254 | -7,66 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 5 724 | 0,03 | 647 | -8,23 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 5 934 | 100,00 | 724 | 98,08 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 2 720 | 0,04 | 308 | -8,36 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2 047 016 | 0,79 | 231 538 | -7,51 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 23 131 | 23,94 | 2 922 | 27,04 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 208 732 | 2,71 | 23 610 | -5,74 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 3 488 | 395 | ||||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 16 367 | 21,64 | 1 851 | 11,64 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 6 413 | 3,00 | 725 | -5,48 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 4 097 | 0,10 | 463 | -8,13 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 52 521 | 5,16 | 5 941 | -3,49 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 21 795 | 7,07 | 2 465 | -1,75 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 133 149 | 2,25 | 15 060 | -6,17 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 22 694 | 0,74 | 2 567 | -7,56 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 77 313 | 0,18 | 8 745 | -8,07 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1 061 | 3,71 | 120 | -4,76 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 98 946 | 0,25 | 11 192 | -8,01 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 15 539 | 3,41 | 1 758 | -5,13 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 234 286 | 8,92 | 28 878 | 8,92 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3 023 | 21,07 | 342 | 11,07 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 97 619 | 16,67 | 11 042 | 7,06 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 11 908 | 16,03 | 1 347 | 6,40 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 452 635 | 44,96 | 55 792 | 48,01 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 7 588 | 61,38 | 858 | 48,19 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 5 810 | 108,92 | 657 | 92,11 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 2 716 | 1 911,85 | 311 | 1 843,75 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2 618 | 59,34 | 296 | 46,53 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 18 056 | 2 042 | ||||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 35 358 | 1,24 | 3 999 | -7,09 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3 191 | 34,53 | 361 | 23,29 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 29 612 | 85,79 | 3 349 | 70,52 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 11 370 | 0,04 | 1 286 | -8,14 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 6 912 | 5,77 | 782 | -2,98 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 19 778 | 0,10 | 2 237 | -8,13 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 19 436 | 2 611 | ||||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 92 695 | 1,68 | 10 485 | -6,69 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 8 665 | 1,94 | 980 | -6,40 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 35 132 | 13,66 | 3 974 | 4,31 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 72 391 | 25,42 | 8 188 | 15,10 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 2 505 | 0,08 | 283 | -8,12 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 223 953 | 4,66 | 138 441 | -3,96 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 1 940 | 5,43 | 219 | -3,10 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 3 239 | 0,03 | 366 | -8,27 | ||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 6 487 | 734 | ||||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 156 051 | 0,08 | 17 651 | -8,16 | ||||
| 2026-04-20 | 13F | City State Bank | 726 | 19,80 | 82 | 10,81 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 73 214 | 6,30 | 8 281 | -2,45 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 49 323 629 | 13,01 | 5 578 996 | 3,70 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 198 289 | 5,61 | 22 428 | -3,09 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 23 386 | 4,43 | 2 645 | -4,17 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 7 008 | 0,09 | 793 | -8,23 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 7 800 | 0,01 | 882 | -8,70 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 10 725 | 165,80 | 1 213 | 144,06 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 11 362 | 8,60 | 1 400 | 10,94 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 361 235 | 7,93 | 40 859 | -0,95 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1 351 | 0,07 | 153 | -8,43 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 733 815 | 0,68 | 83 002 | -7,61 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 13 999 | 24,89 | 1 583 | 14,63 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 148 261 | 2,67 | 16 770 | -5,79 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 71 554 | 11,53 | 8 094 | 2,35 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3 806 | 17,94 | 430 | 8,31 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 3 945 | 0,38 | 454 | -6,20 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1 807 | 0,06 | 204 | -8,11 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 295 201 | 3,36 | 33 390 | -5,16 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3 380 | 16,59 | 382 | 7,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 296 836 | 5,39 | 33 575 | -3,28 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 3 733 | 0 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 391 098 | 2,56 | 44 237 | -5,88 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 31 373 | 5,55 | 3 578 | -2,35 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 52 699 | 9,69 | 5 961 | 0,64 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 310 | 1,98 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 497 810 | 131,34 | 169 417 | 112,29 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6 766 | 42,47 | 765 | 30,77 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 19 913 | 8,10 | 2 252 | -0,79 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 1 883 | 213 | ||||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 104 868 | 12,67 | 11 862 | 3,39 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 2 865 | 2,69 | 324 | -5,54 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 2 696 | 0,07 | 305 | -8,43 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 5 644 | 0,09 | 638 | -8,20 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 74 868 | 10,56 | 10 199 | 27,36 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 45 110 | 4,21 | 5 102 | -4,37 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 2 897 | 2,58 | 328 | -6,03 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 2 200 | 260 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 4 374 | 1,25 | 495 | -7,14 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 17 189 | 244,33 | 1 944 | 216,10 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 5 006 | 57,42 | 566 | 44,76 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 43 327 | 68,44 | 4 901 | 54,57 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 168 066 | 2,36 | 19 010 | -6,07 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8 668 | 24,50 | 980 | 12,90 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 859 413 | 10,76 | 97 208 | 1,64 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8 564 | 0,35 | 978 | -6,95 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 16 565 | 11,93 | 1 874 | 2,69 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 34 306 897 | 1,96 | 3 880 454 | -6,43 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 39 589 | 89,98 | 4 478 | 74,34 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 334 987 | 21,54 | 36 416 | 7,20 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 2 675 | 0,07 | 303 | -8,21 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 12 536 | 1,89 | 1 418 | -6,53 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 8 968 | 158,82 | 1 014 | 137,47 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 15 117 | 10,82 | 1 816 | 7,97 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 102 690 | 4,46 | 11 615 | -4,14 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3 783 | 7,35 | 428 | -2,51 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 110 975 | 7,90 | 12 552 | -0,98 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 6 318 | 0,08 | 715 | -8,23 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 5 632 | 6,34 | 637 | -2,30 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1 246 | 141 | ||||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 3 929 | 107,23 | 427 | 81,70 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1 168 503 | 2 637,18 | 132 169 | 2 412,24 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3 486 | 4,34 | 394 | -4,14 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 13 640 | 8,62 | 1 543 | -0,32 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 2 227 | 252 | ||||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 55 044 | 365,69 | 6 226 | 327,61 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 87 925 | 2,54 | 9 945 | -5,90 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 30 973 | 12,21 | 3 503 | 2,97 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 68 139 | 9,60 | 7 707 | 0,59 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 25 339 | 2 866 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 17 539 | 6,72 | 1 984 | -2,07 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 1 047 836 | 2,75 | 118 521 | -5,72 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 105 361 | 5,03 | 13 608 | 10,05 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 118 305 | 5,67 | 13 382 | -3,03 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 158 894 | 4,45 | 17 973 | -4,15 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4 777 915 | 0,06 | 540 430 | 91 809,86 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 113 698 | 9,15 | 12 860 | 0,16 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 4 610 | 1,23 | 1 | |||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 183 804 | 193,33 | 20 790 | 169,20 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 17 086 | 5,61 | 1 933 | -3,11 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 584 236 | 13,57 | 66 083 | 4,21 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 4 286 127 | 43,40 | 484 804 | 31,59 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 6 555 | 26,15 | 741 | 15,78 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 27 630 | 0,54 | 3 125 | -7,74 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 162 293 | 2,99 | 18 357 | -5,49 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 19 760 | 0,47 | 2 235 | -7,80 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 17 132 | 9,18 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 2 433 | 0,08 | 280 | -6,35 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 5 339 | 12,73 | 604 | 3,43 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35 580 | 474,98 | 4 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2 044 | 82,34 | 231 | 67,39 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 12 948 | 0,32 | 1 465 | -7,92 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 6 364 | 0,60 | 813 | 6,01 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 302 | 34 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 714 893 | 0,61 | 80 862 | -7,68 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 93 780 | 6,79 | 10 607 | -2,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 91 083 | 17,73 | 10 302 | 8,66 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 35 261 | 10,65 | 3 988 | 1,55 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1 969 | 20,95 | 223 | 11,00 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 2 556 | 0,67 | 289 | -7,37 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 168 925 | 8,50 | 19 107 | -0,43 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 4 355 | 1,16 | 493 | -7,17 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 3 932 | 16,06 | 411 | -1,44 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 132 318 | 7,76 | 17 178 | 12,98 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 57 274 | 1 132,76 | 6 | -14,29 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 31 311 | 0,03 | 3 542 | -8,22 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 25 141 | 7,27 | 2 844 | -1,56 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 144 091 | 1,86 | 16 298 | -6,53 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 1 812 | 205 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 436 542 | 1,09 | 49 334 | -7,39 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2 197 | 0,05 | 253 | -6,67 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 288 430 | 8,03 | 32 624 | -0,86 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 2 306 | 5,78 | 261 | -2,99 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13 759 | 1 556 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 44 680 | 22,63 | 5 054 | 12,54 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 24 333 | 38,89 | 2 752 | 27,47 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 18 130 | 11,59 | 2 051 | 2,40 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 48 300 | 23,21 | 5 463 | 13,08 | |||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 25 674 | 0,18 | 2 904 | -8,04 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 67 879 | 3,84 | 7 678 | -4,72 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 4 818 | 2,14 | 545 | -6,20 | ||||
| 2026-05-15 | 13F | Whalerock Point Partners, Llc | 3 426 | 29,48 | 388 | 18,71 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 977 675 | 10,65 | 223 695 | 1,54 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 12 984 | 8,59 | 1 469 | -0,34 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 9 314 | 2,15 | 1 077 | -4,10 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 20 564 | 79,55 | 2 326 | 64,78 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 2 720 | 308 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 2 698 | 22,58 | 305 | 12,55 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 1 977 | 0,82 | 224 | -7,47 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 17 667 | 1 998 | ||||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 7 075 | 0,01 | 800 | -8,15 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 126 | 14 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 5 646 | 2,21 | 639 | -6,18 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 148 706 | 1,95 | 16 820 | -6,44 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 274 | 31 | ||||||
| 2026-04-15 | 13F | Roan Capital Partners | 3 014 | 341 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 211 406 | 6,91 | 23 912 | -1,89 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 4 778 | 55,89 | 540 | 43,24 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 5 403 | 59,05 | 611 | 46,17 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 5 030 | 2,51 | 569 | -5,96 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 15 757 | 9,29 | 1 782 | 0,28 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 35 958 | 137,16 | 4 067 | 117,72 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 407 | 80,89 | 46 | 70,37 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 5 576 | 5,65 | 631 | -3,08 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1 603 | 215 | ||||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 66 303 | 5,19 | 7 500 | -4,29 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 42 076 | 13,06 | 5 | 0,00 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 26 790 | 6,66 | 3 030 | -2,13 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 224 526 | 8,56 | 25 396 | -0,38 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 15 052 | 12,71 | 1 877 | 12,34 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 16 634 | 13,00 | 1 881 | 3,69 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 8 220 | 1,29 | 930 | -7,10 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 6 356 | 0,49 | 719 | -7,83 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19 268 | 2 179 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 183 413 | 0,85 | 20 746 | -7,45 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 9 426 | 0,27 | 1 066 | -7,94 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 874 | 0,11 | 99 | -8,41 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 20 748 | 3,40 | 2 347 | -5,14 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 4 093 | 0,10 | 463 | -8,33 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 198 523 | 1,30 | 22 455 | -7,05 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 1 777 | 201 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 2 000 | 226 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 107 309 | 0,13 | 12 138 | -8,12 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 44 019 | 4,69 | 4 979 | -3,94 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 99 242 | 21,63 | 11 225 | 11,61 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 4 558 | 3,36 | 516 | -5,16 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 390 339 | 4,48 | 44 151 | -4,12 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 6 599 | 1,79 | 746 | -6,63 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 7 353 | 14,91 | 832 | 5,46 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 6 616 | 0,68 | 748 | -7,54 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 51 337 | 15,99 | 6 693 | 22,68 | ||||
| 2026-05-21 | 13F | Montchanin Asset Management, Llc | 2 400 | 0 | ||||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 180 794 | 2,93 | 20 450 | -5,55 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 10 079 | 74,92 | 1 140 | 60,56 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 71 338 | 2,79 | 8 069 | -5,67 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 2 036 | 91,17 | 230 | 75,57 | ||||
| 2026-05-13 | 13F | Nicollet Investment Management, Inc. | 2 324 | 0 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 10 875 | 19,40 | 1 230 | 9,63 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 324 | 37 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 10 423 | 2,76 | 1 179 | -5,76 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 2 791 | 0,14 | 316 | -8,16 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 3 208 | 44,50 | 395 | 137,95 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 6 764 | 0,06 | 765 | -8,16 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 119 028 | 2,77 | 13 463 | -5,69 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 20 854 | 7,24 | 2 359 | -1,59 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 7 765 | 0,22 | 878 | -8,06 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 52 798 | 3,26 | 5 972 | -5,24 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 5 569 | 51,00 | 782 | 72,03 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 70 906 | 8,48 | 9 508 | 17,04 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 3 078 | 8,27 | 348 | -0,57 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 55 002 | 2,33 | 6 221 | -6,10 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 2 329 | 0,09 | 263 | -8,04 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 62 086 | 0,12 | 7 023 | -8,13 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 30 486 | 0,93 | 3 494 | -6,65 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 266 207 | 2,47 | 30 116 | -5,91 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 3 717 | 7,24 | 420 | -1,64 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 248 772 | 4,15 | 28 139 | -4,43 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 12 740 | 9,23 | 1 441 | 0,28 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 322 991 | 19,75 | 36 534 | 9,89 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 508 502 | 8,23 | 57 517 | -0,68 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 2 052 | 0,10 | 232 | -7,94 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 2 490 | 0,04 | 282 | -8,17 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 55 828 | 0,35 | 6 315 | -7,92 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 63 111 | 3,11 | 7 138 | -5,38 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 10 208 | 2,24 | 1 155 | -6,18 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 30 678 | 36,19 | 3 470 | 24,96 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 15 763 | 0,94 | 1 783 | -7,38 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 47 412 | 5 363 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 229 | 39,63 | 26 | 25,00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 352 | 8,27 | 379 | -0,52 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 1 418 | 7,67 | 160 | -1,23 |
