Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF, to m.in Symetra Investment Management Co, Vanguard Capital Management Llc, Gsa Capital Partners Llp, BlueSky Wealth Advisors, LLC, Peterson Wealth Management, TSG Advice Partners, LLC, Banque Transatlantique SA, Larch Capital Partners Llc, Spartan Wealth Advisory Services LLC, CVS HEALTH Corp, Cloud Capital Management, LLC, Henson-Edgewater Management, LLC, Retirement Systems of Alabama, Sanders Morris Harris Llc, My Portfolio Guide, LLC, VestGen Advisors, LLC, Action Point Financial Planning, Llc, Planning Project LLC, Encompass More Asset Management, i Vanguard National Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 22 865 | 0,76 | 1 892 | -0,42 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 3 210 | 0,41 | 266 | -0,75 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 4 | 0,00 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 17 223 | 18,77 | 1 425 | 17,38 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 2 867 | 15,93 | 237 | 14,49 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 4 064 | 0,72 | 336 | -0,30 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 12 351 | 3 597,90 | 1 022 | 3 685,19 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 9 656 | 36,44 | 799 | 34,97 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 89 462 | 7 403 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 99 881 | 175,87 | 8 265 | 172,59 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 113 081 | 0,41 | 9 357 | -0,78 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 56 665 | 7,45 | 4 746 | 6,99 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 184 683 | 3,06 | 15 283 | 1,83 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 72 966 | 3,57 | 6 038 | 2,32 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 97 089 | 3,47 | 8 034 | 2,24 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 660 632 | 0,85 | 54 667 | -0,35 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 24 929 | 4,53 | 2 063 | 3,25 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 133 | 79,73 | 11 | 83,33 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3 928 | 325 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 101 592 | 144,78 | 8 407 | 141,90 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2 338 | 193 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 461 945 | 3,67 | 38 226 | 103 210,81 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 117 | 10 | ||||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 3 675 | 44,63 | 304 | 43,40 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 14 074 | 8,13 | 1 165 | 6,79 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 9 048 | 0,35 | 758 | -0,13 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 153 910 | 14,65 | 12 736 | 13,28 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 6 374 | 66,60 | 527 | 64,69 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 397 598 | 5,09 | 32 901 | 3,83 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 73 887 | 142,99 | 6 114 | 140,14 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 2 510 | 208 | ||||||
| 2026-04-20 | 13F | 25 Llc | 374 750 | 5,35 | 31 011 | 4,09 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 70 673 | 1,85 | 5 848 | 0,64 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 49 955 | 4 | ||||||
| 2026-05-13 | 13F | Heritage Trust Co | 123 699 | 7,17 | 10 236 | 5,90 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 752 | 15,34 | 62 | 14,81 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 5 129 | 0,77 | 424 | -0,47 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 10 308 | 853 | ||||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 715 751 | 2,97 | 59 229 | 1,74 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 388 589 | 32 156 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 7 886 | 3,60 | 653 | 2,35 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 18 649 | 1 543 | ||||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 19 282 | 15,68 | 1 596 | 14,34 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 20 770 | 42,23 | 1 719 | 39,90 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 4 467 | 370 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 98 693 | 0,22 | 8 167 | 16,52 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 925 300 | 15,04 | 76 569 | 13,67 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 185 555 | 73,90 | 15 355 | 71,84 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 538 754 | 4,27 | 44 582 | 3,03 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 18 588 | 19,63 | 1 538 | 18,22 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 10 935 | 31,37 | 905 | 29,70 | ||||
| 2026-04-21 | 13F | Maseco Llp | 4 732 | 5,62 | 392 | 4,27 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 80 829 | 6 689 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 291 | 35,98 | 24 | 41,18 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 175 | 4,79 | 14 | 7,69 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 60 173 | 5,86 | 4 979 | 4,60 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 450 085 | 4,44 | 37 245 | 3,20 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 24 756 | 62,92 | 2 047 | 60,72 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 55 291 | 4,31 | 4 575 | 3,06 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2 501 | 3,56 | 207 | 1,98 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 14 963 | 35,15 | 1 238 | 33,55 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 2 763 | 0,95 | 229 | -0,44 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 168 134 | 13 913 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1 573 | 531,73 | 130 | 550,00 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 3 692 | 1,37 | 306 | 0,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 4 451 | 2,35 | 368 | 1,10 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 166 214 | 3,96 | 13 754 | 2,69 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 33 574 | 88,47 | 2 778 | 86,32 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 143 627 | 11 885 | ||||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 9 666 | 7,03 | 800 | 5,69 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 22 894 | 1,60 | 1 894 | 0,37 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 5 939 | 491 | ||||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2 571 | 0,78 | 213 | -0,47 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 4 084 | 338 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11 931 | 132,57 | 1 | |||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 12 084 | 1 000 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 133 960 | 0,18 | 11 085 | -1,02 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 6 990 | 16,99 | 578 | 15,60 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 19 661 | 18,93 | 1 627 | 17,49 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 440 | 502,74 | 36 | 500,00 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 7 403 | 19,19 | 613 | 17,69 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 41 103 | 7,78 | 3 401 | 6,51 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 121 | 10 | ||||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 29 820 | 2 468 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 127 106 | 22,05 | 10 518 | 20,25 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 21 665 | 4,56 | 1 793 | 3,29 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 8 773 | 37,23 | 726 | 35,70 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 127 027 | 296,27 | 10 511 | 291,62 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 16 621 | 167,09 | 1 | |||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3 362 | 14,90 | 278 | 13,47 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 238 214 | 7,43 | 19 725 | 6,21 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 184 572 | 1,78 | 15 273 | 0,57 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 46 865 | 10,71 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 3 392 | 551,06 | 281 | 551,16 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 12 619 | 102,16 | 1 044 | 100,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | 4 789 | 12 502,63 | 401 | 13 266,67 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 25 863 | 4,42 | 2 140 | 3,18 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 396 033 | 125,34 | 32 772 | 122,66 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 204 943 | 22,09 | 16 959 | 20,64 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 8 420 | 697 | ||||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 11 771 | 19,48 | 974 | 18,06 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 201 | 1,01 | 17 | 0,00 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 471 537 | 40,67 | 39 020 | 38,99 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 5 137 | 6,20 | 425 | 4,94 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 11 928 | 987 | ||||||
| 2026-05-01 | 13F | Riverview Trust Co | 49 | 4 | ||||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 111 908 | 4,40 | 9 260 | 3,15 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 8 988 | 152,76 | 744 | 150,17 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 455 | 38 | ||||||
| 2026-04-13 | 13F | Trust Co | 624 | 0,32 | 52 | -1,92 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 769 399 | 6,66 | 229 168 | 5,39 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 393 087 | 2,70 | 32 528 | 1,47 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 36 575 | 0,99 | 3 027 | -0,23 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 48 571 | 6,63 | 4 019 | 5,35 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 783 540 | 2,66 | 64 838 | 1,43 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 98 538 | 5,44 | 8 154 | 4,19 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 618 693 | 4,02 | 51 | 4,08 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 423 | 87,17 | 35 | 94,44 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74 225 | 50,05 | 6 142 | 48,29 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 326 427 | 3,96 | 27 012 | 2,72 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 32 024 | 145,73 | 2 650 | 141,70 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 341 | 111 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31 598 | 2,84 | 2 615 | 1,59 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 6 308 | 522 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 9 904 | 19,64 | 820 | 18,18 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8 442 | 0,82 | 699 | -0,43 | ||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 3 935 | 326 | ||||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3 276 | 0,77 | 271 | -0,37 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 11 516 | 2,99 | 953 | 1,82 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 4 467 | 0,74 | 370 | -0,54 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 15 111 | 6,80 | 1 250 | 5,57 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 32 272 | 19,38 | 2 671 | 17,78 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 28 360 | 1,26 | 2 347 | 0,04 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 623 601 | 17,09 | 51 603 | 15,69 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 16 870 | 70,20 | 1 396 | 68,07 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 101 647 | 2,40 | 8 411 | 1,18 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 22 105 | 10,96 | 1 829 | 9,65 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 25 984 | 2,63 | 2 150 | 1,42 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 174 543 | 20,96 | 14 444 | 19,52 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 1 008 300 | 84 445 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 8 093 | 5,28 | 670 | 4,04 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3 474 | 287 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 210 946 | 0,09 | 17 456 | -1,10 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 2 697 | 4,66 | 223 | 3,72 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 996 012 | 17,81 | 82 420 | 16,40 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 474 468 | 6,11 | 39 262 | 4,85 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 183 786 | 1,28 | 15 208 | 0,36 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 31 099 | 9,41 | 2 573 | 8,11 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 873 | 223,33 | 72 | 227,27 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 139 572 | 1,19 | 11 550 | -0,02 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 61 639 | 5,89 | 5 101 | 4,62 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 182 102 | 1,34 | 15 069 | 0,13 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 628 | 0,16 | 52 | -1,92 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 6 846 | 25,75 | 565 | 23,68 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 209 677 | 12,31 | 17 303 | 10,66 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 313 071 | 7,29 | 26 220 | 6,83 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 525 | 110,00 | 43 | 115,00 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 13 080 | 1 082 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 9 138 | 29,76 | 756 | 28,35 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 28 497 | 6,22 | 2 358 | 4,99 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 454 | 38 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6 213 | 14,15 | 516 | 13,41 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 199 562 | 7,00 | 16 514 | 5,72 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 478 117 | 10,03 | 39 564 | 8,71 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 30 461 | 1,38 | 2 551 | 1,03 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 6 762 049 | 22,71 | 559 560 | 21,24 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 3 000 | 3,45 | 248 | 2,48 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 14 558 | 19,70 | 1 204 | 18,29 | ||||
| 2026-04-27 | 13F | Counterweight Ventures, LLC | 71 075 | 16,22 | 5 881 | 14,84 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 9 447 | 782 | ||||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 29 373 | 146,15 | 2 431 | 143,24 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 483 527 | 22,61 | 40 012 | 20,94 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 53 765 | 2,88 | 4 449 | 1,67 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3 153 | 0,77 | 261 | -0,76 | ||||
| 2026-05-15 | 13F | Nepc Llc | 6 390 771 | 4,88 | 528 836 | 3,63 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 50 800 | 3,59 | 4 204 | 2,36 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 9 600 | 798 | ||||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 11 779 | 30,08 | 975 | 28,50 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 200 257 | 52,93 | 16 571 | 51,11 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 55 940 | 6,63 | 4 629 | 5,37 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 884 | 156 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 26 051 | 6,95 | 2 156 | 5,64 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 392 | 6,81 | 32 | 6,67 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 113 759 | 107,92 | 9 527 | 107,06 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 34 899 | 2,27 | 2 888 | 1,05 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 130 698 | 11,20 | 10 865 | 10,37 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 3 295 | 273 | ||||||
| 2026-05-14 | 13F | Prudential Plc | 17 476 776 | 1 446 203 | ||||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 17 986 | 1 493 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2 000 034 | 8,77 | 165 503 | 7,27 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 66 670 | 3,14 | 5 517 | 1,90 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 18 514 | 1 532 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 15 225 | 1 275 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 987 957 | 12,26 | 81 566 | 10,59 | ||||
| 2026-04-10 | 13F | Finivi Inc. | 123 196 | 24,43 | 10 194 | 22,94 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 232 087 | 3,74 | 19 205 | 2,50 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 5 | 0 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 33 359 | 3,87 | 2 760 | 2,64 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 15 883 | 136,64 | 1 314 | 133,81 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 72 079 | 29,21 | 5 965 | 27,68 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 14 349 | 6,40 | 1 187 | 5,14 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 656 787 | 2,26 | 54 100 | 0,57 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 4 655 | 1,09 | 385 | 0,00 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 165 708 | 7,65 | 13 712 | 6,37 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 13 671 | 1 131 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 4 369 | 14,73 | 362 | 13,52 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4 402 | 16 830,77 | 364 | 18 100,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 684 128 | 441,51 | 56 612 | 435,08 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 437 999 | 93,04 | 36 244 | 90,74 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 57 074 | 2,03 | 4 723 | 0,81 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 63 938 | 73,77 | 5 355 | 73,04 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5 701 | 706,36 | 472 | 698,31 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 4 870 | 5,98 | 403 | 4,69 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 518 516 | 7,20 | 42 907 | 5,92 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 9 475 | 784 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 1 420 | 9,06 | 118 | 7,34 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 514 | 17,35 | 43 | 16,67 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 11 945 | 1,75 | 988 | 0,51 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 24 673 | 0,46 | 2 042 | -0,78 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 18 940 | 13,28 | 1 406 | 0,36 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 75 050 | 7,90 | 6 210 | 6,61 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 278 | 23 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 216 | 19,57 | 101 | 17,65 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 54 779 | 136,34 | 4 533 | 133,49 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 127 | 11 | ||||||
| 2026-04-13 | 13F | Farrell Financial LLC | 102 555 | 10,00 | 8 486 | 8,68 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 3 789 | 14,61 | 314 | 13,41 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 15 829 | 11,84 | 1 310 | 10,46 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 24 | 2 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 3 201 | 265 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 24 002 | 10,47 | 1 986 | 9,18 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 124 802 | 30,71 | 10 315 | 28,60 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 31 664 | 102,57 | 2 620 | 100,15 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21 160 | 15,86 | 1 751 | 14,52 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3 917 | 328 | ||||||
| 2026-04-13 | 13F | Bay Rivers Group | 56 772 | 3,30 | 4 698 | 2,06 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 155 | 0,65 | 13 | 0,00 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 71 | 6 | ||||||
| 2026-04-08 | 13F | Sapient Capital Llc | 6 552 | 542 | ||||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 389 989 | 32 | ||||||
| 2026-05-05 | 13F | Blue Water Asset Management | 4 598 | 0,74 | 380 | -0,52 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 23 160 | 28,24 | 1 916 | 26,72 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 60 000 | 4 965 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 633 | 151,19 | 0 | |||||
| 2026-05-14 | 13F | Advisory Research Inc | 50 986 | 14,66 | 4 219 | 13,29 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 121 405 | 32,86 | 10 046 | 31,29 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 22 532 | 0,87 | 1 865 | -0,32 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 5 494 | 4,87 | 455 | 3,65 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 68 495 | 0,14 | 5 665 | -1,05 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 4 280 | 2,66 | 354 | 1,43 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 18 820 | 20,73 | 1 557 | 19,31 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 276 960 | 1,45 | 22 918 | 0,24 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 5 856 | 12,25 | 485 | 11,01 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 24 734 | 6,25 | 2 047 | 4,98 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 42 449 | 1,80 | 3 513 | 0,57 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 283 | 23 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 605 | 266,67 | 50 | 284,62 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 988 226 | 147,54 | 72 254 | 115,60 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 125 236 | 16,79 | 10 | 25,00 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 2 952 | 244 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 17 285 | 3,50 | 1 430 | 2,29 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3 232 | 383,11 | 267 | 376,79 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 320 075 | 74,86 | 26 486 | 72,78 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 75 804 | 7,65 | 6 319 | 7,05 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 526 651 | 13,30 | 44 107 | 13,30 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 0 | 0 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 34 239 | 45,08 | 2 833 | 43,37 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 57 949 | 11,08 | 4 795 | 9,75 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 106 | 0,95 | 9 | 0,00 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 104 195 | 5,32 | 8 622 | 4,07 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 2 843 | 2,71 | 235 | 1,73 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 579 931 | 5,99 | 47 989 | 4,73 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 2 916 | 241 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 2 980 | 4,01 | 247 | 2,93 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 8 887 | 9,91 | 735 | 8,57 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 614 910 | 5,34 | 50 884 | 4,09 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 3 484 | 31,42 | 288 | 29,73 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 491 605 | 7 037,12 | 40 680 | 6 962,50 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 7 312 | 4,97 | 605 | 3,77 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 58 131 | 15,01 | 4 810 | 13,63 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 7 935 | 17,26 | 657 | 15,90 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 8 450 | 11,01 | 699 | 9,73 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 125 269 | 1,81 | 10 366 | 0,60 | ||||
| 2026-05-12 | 13F | Bnp Paribas | 190 001 | 19 000 000,00 | 15 723 | |||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 436 | 202 | ||||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 123 130 | 6,88 | 10 189 | 5,61 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4 727 | 12,55 | 391 | 11,40 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 2 749 | 227 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 43 | 4 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 181 984 | 0,45 | 15 059 | -0,75 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 257 997 | 1,06 | 21 349 | -0,14 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 164 754 | 4,86 | 13 633 | 3,61 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 7 557 | 21,99 | 625 | 20,66 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 242 260 | 20 047 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 200 415 | 49,40 | 98 341 | 46,14 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 662 | 220 | ||||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 7 932 | 0,71 | 656 | -0,46 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 146 354 | 1,07 | 12 111 | -0,14 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 2 483 | 205 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 5 572 | 19,60 | 461 | 18,21 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1 579 346 | 8,48 | 185 845 | 52,42 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 25 390 | 0,45 | 2 101 | -0,71 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 17 230 | 2,56 | 1 426 | 1,28 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 701 744 | 58 069 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 9 106 | 9,58 | 754 | 8,35 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 2 541 | 210 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 40 542 | 1,51 | 3 355 | 0,30 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 106 224 | 7,37 | 8 790 | 6,10 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 903 265 | 5,07 | 74 745 | 3,82 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 83 268 | 28,71 | 6 870 | 26,78 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 72 181 | 27,65 | 5 973 | 26,15 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 68 324 | 4,58 | 5 654 | 3,33 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 7 665 | 29,02 | 634 | 27,57 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 122 672 | 0,06 | 10 151 | -1,13 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 209 | 17 | 240,00 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 73 718 | 1 413,72 | 6 051 | 1 386,49 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 8 200 | 0,07 | 1 | |||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 10 571 | 4,38 | 883 | 3,76 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1 015 034 | 6 630,99 | 85 009 | 6 604,18 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 4 654 | 385 | ||||||
| 2026-05-11 | 13F | Condor Capital Management | 7 715 | 0,22 | 638 | -0,93 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 183 084 | 11,40 | 15 150 | 10,07 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 16 064 | 10,34 | 1 329 | 9,02 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 886 | 239 | ||||||
| 2026-05-08 | 13F | Idaho Trust Bank | 18 127 | 9,00 | 1 500 | 7,69 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 56 | 93,10 | 5 | 100,00 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 32 890 | 13,61 | 2 722 | 12,25 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 3 572 | 296 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 44 146 | 3,24 | 3 653 | 2,01 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 38 500 | 11,14 | 3 186 | 9,79 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 316 | 26 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 517 | 43 | ||||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | 0 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 183 524 | 3,86 | 15 187 | 2,62 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2 422 | 0,50 | 200 | -0,50 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 4 354 | 0 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 9 315 | 9,98 | 771 | 8,60 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 150 297 | 1,95 | 12 437 | 0,74 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10 403 | 5,95 | 861 | 4,62 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 104 | 9 | ||||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 606 886 | 14,16 | 50 220 | 12,80 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 37 187 | 1,14 | 3 077 | -0,06 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 27 975 | 4,66 | 2 315 | 3,40 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 38 041 | 10,27 | 3 148 | 8,93 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4 370 | 362 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 291 406 | 5,11 | 24 114 | 3,86 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7 881 | 12,14 | 652 | 10,88 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 39 944 | 3 305 | ||||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 49 502 | 40,90 | 4 096 | 39,23 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 18 435 | 15,15 | 1 526 | 13,81 | ||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 9 252 | 775 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 160 173 | 36,89 | 13 254 | 35,26 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 52 983 058 | 3,27 | 4 360 506 | 1,48 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3 839 | 2,32 | 318 | 0,96 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 549 | 211 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 600 530 | 2,19 | 49 697 | 0,97 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 464 730 | 2,90 | 38 456 | 1,67 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 80 497 | 61,79 | 6 661 | 59,89 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 36 036 | 2 982 | ||||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 123 665 | 41,38 | 10 233 | 39,70 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 59 864 | 303,23 | 4 954 | 298,47 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 33 955 | 11,69 | 2 810 | 10,33 | ||||
| 2026-05-12 | 13F | Creative Planning | 27 022 817 | 1,71 | 2 236 138 | 0,50 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 689 | 20,03 | 57 | 16,67 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 13 913 | 19,45 | 1 151 | 18,05 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5 288 276 | 8,57 | 437 605 | 7,28 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 127 441 | 10 546 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 2 710 658 | 147,43 | 224 226 | 144,39 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 6 166 | 100,59 | 510 | 98,44 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 4 598 | 380 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 123 948 | 2,62 | 10 257 | 1,39 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 86 354 | 7 146 | ||||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 14 065 | 14,53 | 1 164 | 13,13 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 41 641 | 32,25 | 3 446 | 30,64 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 8 736 | 0,75 | 723 | -0,55 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 545 297 | 4,31 | 210 624 | 3,06 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13 502 | 2,69 | 1 117 | 0,90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1 982 | 0,20 | 164 | -1,21 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 8 639 | 3,44 | 715 | 2,15 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 7 062 | 2,59 | 584 | 0,86 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1 452 302 | 284,55 | 120 178 | 279,96 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 5 500 | 455 | |||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 19 758 | 6,45 | 1 635 | 5,15 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 9 070 | 16,28 | 751 | 14,85 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 15 800 | 464,29 | 1 307 | 458,55 | |||
| 2026-05-13 | 13F | Crews Bank & Trust | 236 156 | 2,93 | 19 542 | 1,70 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 34 063 | 10,86 | 2 819 | 9,52 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 69 900 | 12,61 | 5 784 | 11,27 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 5 541 | 18,70 | 459 | 17,44 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 64 090 | 17,19 | 5 303 | 132 475,00 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 38 765 | 3 208 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1 294 286 | 2,42 | 107 102 | 1,19 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 247 587 | 1,11 | 103 238 | -0,09 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 47 785 | 2,84 | 3 954 | 1,62 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 13 464 | 0,13 | 1 114 | -1,07 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 70 628 | 0,77 | 5 844 | -0,43 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 1 245 551 | 476,46 | 103 069 | 469,60 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 872 080 | 6,97 | 72 165 | 5,69 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 73 789 | 8,58 | 6 106 | 7,29 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 1 629 062 | 0,82 | 134 805 | -0,39 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 75 273 | 1,18 | 6 229 | -0,03 | ||||
| 2026-05-14 | 13F | One William Street Capital Management, L.p. | 71 700 | 5 933 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 320 710 | 36,93 | 27 | 36,84 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 4 312 | 0,75 | 357 | -0,56 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 27 343 | 13,56 | 2 263 | 12,20 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4 978 | 9,87 | 412 | 8,44 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 10 675 | 5,91 | 883 | 4,62 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 23 267 | 69,87 | 1 928 | 68,00 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 320 635 | 0,71 | 26 533 | -0,50 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 9 445 | 25,80 | 782 | 24,36 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 6 350 | 0,59 | 525 | -0,57 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 5 478 | 453 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 450 | 29,68 | 37 | 27,59 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 479 047 | 1,26 | 39 641 | 0,05 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 4 918 | 0,20 | 407 | -1,22 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 59 545 | 17,57 | 4 927 | 16,18 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 8 688 | 719 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 419 322 | 22,11 | 34 699 | 20,65 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 9 033 | 0,41 | 747 | -0,80 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 23 491 | 11,92 | 1 944 | 10,59 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 4 421 | 0,71 | 366 | -0,54 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 4 517 | 0,58 | 374 | -0,80 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 791 934 | 100,00 | 66 610 | 100,00 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 1 366 | 630,48 | 113 | 653,33 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 184 551 | 15 272 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 192 607 | 16 021 | ||||||
| 2026-05-07 | 13F | Nyl Investors Llc | 120 626 | 0,87 | 9 982 | -0,33 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 335 776 | 3,85 | 27 785 | 2,61 | ||||
| 2026-04-21 | 13F | Granite Islands Private Wealth, Llc | 9 012 | 23,38 | 746 | 21,93 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 23 674 | 10,98 | 1 959 | 9,69 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 391 592 | 1,53 | 115 154 | 0,31 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 43 | 4 | ||||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 5 707 | 66,58 | 472 | 65,03 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 4 063 | 336 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 222 225 | 2,02 | 18 611 | 1,59 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 4 625 | 0,43 | 0 | |||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 7 049 | 13,64 | 583 | 12,33 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 3 630 | 44,05 | 300 | 42,18 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 11 204 | 3,10 | 927 | 1,87 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 63 430 | 4,90 | 5 249 | 3,63 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 5 206 | 6,20 | 430 | 4,63 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8 576 | 14,74 | 710 | 13,44 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 6 148 | 0,67 | 509 | -0,59 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 132 102 | 2,42 | 10 931 | 1,19 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 60 843 | 2,19 | 5 080 | 2,17 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 11 474 | 152,68 | 949 | 149,74 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 28 760 | 9,55 | 2 380 | 8,23 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 6 247 | 0,51 | 517 | -0,77 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 121 | 112,28 | ||||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 54 237 | 4,25 | 4 488 | 3,01 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 3 598 | 0,19 | 298 | -1,00 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 341 330 | 1,01 | 28 245 | -0,20 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 64 811 | 21,48 | 5 363 | 20,01 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 8 301 | 7,71 | 687 | 6,36 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8 976 | 21,82 | 743 | 20,26 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 200 000 | 16 550 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 18 873 | 1 774,18 | 1 562 | 1 758,33 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 73 | 6 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 78 495 | 18,82 | 6 477 | 17,08 | ||||
| 2026-04-24 | 13F | Severin Investments, LLC | 46 867 | 317,75 | 3 878 | 312,99 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 68 066 | 5,15 | 5 632 | 3,04 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 12 305 | 1,45 | 1 018 | 0,30 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 81 720 | 8,22 | 7 | 0,00 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 140 342 | 5,39 | 11 613 | 4,13 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1 795 | 148 | ||||||
| 2026-01-30 | 13F | BancorpSouth Bank | 38 907 | 10,30 | 3 258 | 9,84 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 400 595 | 8,03 | 33 149 | 6,74 | ||||
| 2026-05-08 | 13F | Enhancing Capital LLC | 4 083 | 0,05 | 338 | -1,17 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 291 363 | 7,00 | 24 811 | 8,33 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4 728 521 | 11,40 | 391 285 | 10,07 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 2 624 | 217 | ||||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 38 558 | 11,86 | 3 191 | 10,53 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 22 423 | 0,07 | 1 856 | -1,12 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 410 448 | 29,82 | 33 840 | 27,80 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 7 596 | 629 | ||||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 42 904 | 17,37 | 3 550 | 15,98 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 622 | 39,15 | 51 | 37,84 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 153 942 | 12 739 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13 800 | 38,00 | 1 142 | 36,32 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 5 700 | 23,91 | 472 | 22,34 | |||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 88 291 | 1,38 | 7 306 | 0,18 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 6 364 | 1 | ||||||
| 2026-04-28 | 13F | Titan Investment Management LLC | 49 361 | 18,32 | 4 085 | 16,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 000 858 | 12,05 | 83 | 10,81 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 15 138 | 106,49 | 1 253 | 104,24 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 92 730 | 166,21 | 7 673 | 163,04 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 42 068 | 16,50 | 3 481 | 15,11 | ||||
| 2026-04-24 | 13F | United Community Bank | 44 289 | 3 665 | ||||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 100 301 | 2,08 | 8 | 0,00 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1 773 | 0,17 | 147 | -1,35 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 253 594 | 6,00 | 21 010 | 4,86 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 3 406 | 282 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 405 333 | 25,13 | 33 541 | 23,64 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 9 922 | 19,73 | 821 | 18,30 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 94 173 | 39,42 | 7 793 | 37,16 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 38 520 | 0,21 | 3 187 | -0,99 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 23 981 | 5,36 | 1 984 | 4,09 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4 146 | 37,92 | 343 | 36,65 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 44 993 | 74,98 | 3 723 | 72,92 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 132 | 51,72 | 11 | 42,86 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 169 301 | 4,54 | 14 010 | 3,29 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 362 748 | 4,05 | 30 017 | 2,83 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 366 291 | 4,63 | 30 311 | 3,38 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 23 878 | 24,59 | 1 976 | 23,05 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 5 057 | 41,18 | 418 | 39,33 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 21 966 | 254,52 | 1 818 | 250,77 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2 940 | 243 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 11 739 | 25,27 | 971 | 23,85 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 2 984 | 14,11 | ||||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 10 327 | 12,85 | 865 | 12,35 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 2 103 | 174 | ||||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 358 431 | 6,40 | 29 660 | 5,13 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 355 | 29 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 5 315 | 7,22 | 440 | 5,78 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 61 140 | 9,55 | 5 059 | 8,24 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 7 374 | 7,89 | 610 | 6,64 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 38 757 | 0,64 | 3 207 | -0,56 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24 310 | 21,07 | 2 012 | 19,63 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 5 887 | 16,53 | 487 | 15,13 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 106 | 37,66 | 9 | 33,33 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 13 | 1 | ||||||
| 2026-05-01 | 13F | Rossmore Private Capital | 2 990 | 13,21 | 247 | 11,76 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 254 036 | 1,41 | 21 021 | 0,20 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 4 832 | 35,73 | 400 | 33,89 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 86 944 | 1,64 | 7 195 | 0,43 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 11 752 | 0,23 | 973 | -1,02 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 20 443 | 1 692 | ||||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 2 582 | 0,12 | 214 | -1,39 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 13 127 | 5,76 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 96 746 | 2,27 | 8 006 | 1,05 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 675 573 | 94,09 | 56 | 89,66 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 8 873 | 217,12 | 734 | 213,68 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 145 227 | 196,03 | 12 018 | 192,53 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 266 114 | 6,50 | 22 021 | 5,22 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2 487 | 206 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 2 000 000 | 165 500 | ||||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 138 | 4,55 | 12 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4 866 484 | 19,28 | 402 702 | 17,85 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 284 556 | 3,22 | 23 547 | 1,99 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 112 100 | 10,16 | 9 276 | 8,85 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 135 928 | 7,92 | 11 248 | 6,64 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 30 508 | 1,45 | 2 525 | 0,24 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 147 881 | 1,81 | 12 237 | 0,59 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 106 534 | 5,89 | 8 816 | 4,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 53 315 | 36,86 | 4 412 | 35,22 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 225 079 | 2,91 | 18 625 | 1,68 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 98 871 | 3,95 | 8 182 | 2,71 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 269 368 | 1,57 | 22 098 | 0,19 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 11 520 160 | 62,51 | 954 441 | 60,77 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 423 173 | 8,69 | 35 018 | 7,39 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 143 071 | 11 839 | ||||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2 427 | 201 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 182 445 | 184,83 | 15 097 | 181,45 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 6 361 | 17,62 | 526 | 16,37 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 28 250 | 3,03 | 2 338 | 1,79 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 79 122 | 5,35 | 6 547 | 4,10 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 7 073 | 1,73 | 585 | 0,52 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 3 485 | 32,51 | 288 | 30,91 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 9 385 | 0,78 | 781 | -0,13 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15 302 | 11,78 | 1 266 | 10,47 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 33 507 | 12,91 | 2 773 | 11,55 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2 732 | 226 | ||||||
| 2026-04-13 | 13F | Cordant, Inc. | 175 496 | 2,47 | 14 522 | 1,25 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 2 665 | 7,03 | 221 | 5,77 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 12 312 | 8,80 | 1 019 | 7,50 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 2 923 588 | 0,30 | 241 927 | -1,14 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10 076 | 10,93 | 844 | 10,48 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 227 644 | 2,31 | 18 838 | 1,09 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 34 210 | 0,85 | 2 831 | -0,39 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9 327 | 51,76 | 772 | 50,00 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 590 068 | 2,23 | 48 828 | 1,01 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 59 717 | 2,16 | 4 942 | 0,94 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 525 | 43 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 108 | 9 | ||||||
| 2026-04-24 | 13F | Ninety One North America, Inc. | 2 880 | 238 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 139 455 | 6,41 | 11 679 | 5,95 | ||||
| 2026-04-10 | 13F | Novem Group | 50 781 | 2,37 | 4 202 | 1,16 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 6 402 | 20,66 | 530 | 19,14 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 4 938 | 0,75 | 409 | -0,49 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 189 502 | 66,98 | 15 681 | 64,68 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 156 500 | 3,94 | 12 950 | 2,70 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2 401 | 182,47 | 199 | 178,87 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 33 503 | 6,73 | 2 772 | 5,48 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 23 039 | 9,57 | 1 906 | 8,23 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 22 664 | 1 875 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 12 992 | 3,65 | 1 075 | 2,48 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 19 272 | 60,29 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 13 190 | 0,40 | 1 091 | -0,82 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 35 906 | 669,36 | 2 971 | 661,79 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 18 812 | 36,47 | 1 557 | 34,84 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 274 | 619,77 | 105 | 650,00 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 6 292 | 2,11 | 521 | 0,78 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 51 409 | 3,05 | 4 254 | 1,82 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 55 295 | 0,27 | 4 576 | -0,93 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 56 589 | 9,13 | 4 683 | 7,83 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 17 569 | 13,86 | 1 454 | 12,46 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 16 996 | 19,29 | 1 406 | 17,56 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 33 895 | 36,04 | 2 805 | 35,79 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 51 428 | 1,34 | 4 252 | 0,05 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 25 164 | 88,14 | 2 082 | 85,89 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 123 530 | 81,86 | 10 222 | 79,71 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 3 159 | 0,10 | 261 | -1,14 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 7 122 | 2,59 | 589 | 1,38 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3 187 | 264 | ||||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 6 855 | 7,99 | 567 | 6,78 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 2 477 | 205 | ||||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 279 071 | 3,69 | 23 093 | 2,45 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 40 998 | 3,55 | 3 393 | 2,32 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 223 958 | 0,01 | 18 532 | -1,19 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 644 294 | 0,68 | 53 315 | -0,52 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 350 665 | 23,15 | 29 017 | 21,68 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 295 340 | 1,38 | 24 439 | 0,17 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 4 337 | 359 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 3 046 | 0,73 | 252 | -0,40 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 9 712 | 21,90 | 804 | 20,39 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 96 312 | 1,39 | 7 970 | 0,18 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 6 645 | 0,67 | 550 | -0,54 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 33 624 | 123 960 | 38,80 | |||||
| 2026-04-27 | 13F | GDS Wealth Management | 796 336 | 11,05 | 65 897 | 9,72 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 2 976 | 15,17 | 246 | 13,89 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 41 177 | 0,66 | 3 407 | -0,55 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 4 847 | 29,77 | 401 | 28,53 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 209 671 | 7,07 | 17 350 | 5,79 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 7 013 | 0,49 | 581 | -0,68 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 100 907 | 4,74 | 8 350 | 3,50 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1 002 543 | 72,56 | 82 961 | 70,50 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28 734 | 2,45 | 2 378 | 1,24 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 100 503 | 1 130,45 | 8 317 | 1 115,79 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 16 606 | 7,56 | 1 374 | 6,26 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 9 374 | 0,74 | 776 | -0,51 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 26 544 | 2 197 | ||||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 5 041 | 0,76 | 417 | -0,24 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 92 | 50,82 | 8 | 40,00 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 231 448 | 4,42 | 19 229 | 3,60 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 72 319 | 3,56 | 5 984 | 2,33 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 10 724 | 0,85 | 887 | -0,34 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 10 878 | 0,02 | 900 | -1,32 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 348 769 | 5,18 | 111 611 | 3,92 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 176 219 | 13,15 | 14 582 | 11,81 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 217 792 | 2,94 | 18 022 | 1,72 | ||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 15 691 | 6,14 | 1 298 | 4,85 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 756 | 1 250,77 | 145 | 1 340,00 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 572 | 88,78 | 47 | 88,00 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 37 191 | 0,05 | 3 078 | -1,38 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 8 859 | 109,04 | 733 | 107,06 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 44 481 | 3,55 | 3 681 | 2,31 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 57 348 | 4 746 | ||||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 8 141 | 674 | ||||||
| 2026-05-14 | 13F | Boyer & Corporon Wealth Management, LLC | 24 118 | 1,56 | 1 996 | 0,35 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 8 000 | 166,67 | 662 | 163,75 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 724 676 | 11,02 | 59 968 | 9,70 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 54 684 | 64,54 | 4 525 | 62,59 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1 173 | 89,19 | 97 | 90,20 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 59 868 | 9,65 | 4 954 | 8,36 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2 406 | 3,31 | 199 | 2,05 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 2 547 | 3,96 | 211 | 2,44 | ||||
| 2026-05-14 | 13F | American Family Investments, Inc. | 2 756 420 | 125,01 | 228 094 | 122,33 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 29 621 | 9,35 | 2 451 | 8,07 | ||||
| 2026-04-07 | 13F | JBGlobal.com LLC | 57 690 | 4 774 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 32 125 | -1,45 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 21 049 | 1 736 | ||||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1 143 | 95 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 6 668 337 | 11,92 | 551 805 | 10,59 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 39 713 | 12,39 | 3 286 | 11,05 | ||||
| 2026-05-05 | 13F | Pacific Wealth Management | 92 380 | 0,94 | 7 644 | -0,26 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 9 638 | 798 | ||||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 181 038 | 4,22 | 14 981 | 2,97 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 5 721 | 1,80 | 473 | 0,64 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 319 243 | 15,80 | 26 417 | 14,42 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 83 822 | 3,15 | 6 936 | 1,93 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 0 | 0 | ||||||
| 2026-05-07 | 13F | Symetra Investment Management Co | 3 133 225 | 259 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 74 183 | 6 139 | ||||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 22 364 | 4,75 | 1 851 | 3,53 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45 375 | 12,40 | 3 755 | 11,07 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 710 291 | 0,43 | 58 777 | -0,77 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 790 663 | 2,06 | 65 428 | 0,84 | ||||
| 2026-04-21 | 13F | Davidson Investment Advisors | 3 750 | 307 | ||||||
| 2026-04-27 | 13F | FF Advisors,LLC | 4 526 | 376 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 553 | 0,36 | 46 | -2,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11 226 310 | 3,04 | 928 977 | 1,81 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 51 902 | 13,48 | 4 295 | 12,11 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 5 633 | 467 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 80 | 7 | ||||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 81 500 | 4,30 | 6 744 | 3,06 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 58 986 | 5,01 | 4 887 | 3,63 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 16 886 | 97,13 | 1 397 | 94,84 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 69 917 | 36,67 | 5 786 | 35,04 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 330 | 27 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 7 901 | 17,64 | 654 | 16,19 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 93 118 | 0,15 | 7 706 | -1,05 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 28 069 | 2 323 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 600 537 | 27,88 | 49 678 | 26,30 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 5 676 | 34,25 | 470 | 32,49 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5 263 | 435 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 218 700 | 14,89 | 18 097 | 13,52 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 3 849 | 18,32 | 319 | 16,91 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11 166 107 | 2,57 | 923 995 | 1,34 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 17 739 | 10,18 | 1 468 | 8,83 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 685 118 | 5,15 | 56 694 | 3,89 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 31 282 | 0,01 | 2 589 | -1,18 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 372 583 | 12,38 | 30 831 | 11,04 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 49 668 | 6,80 | 4 110 | 5,55 | ||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 24 183 | 77,13 | 2 001 | 75,07 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 6 342 | 1,00 | 525 | -0,19 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 106 997 | 3,93 | 8 854 | 2,70 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 34 811 | 5,02 | 2 865 | 3,17 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 3 837 | 318 | ||||||
| 2026-04-29 | 13F | First Interstate Bank | 1 943 286 | 6,92 | 160 807 | 5,64 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2 487 | 206 | ||||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 358 447 | 7,12 | 29 661 | 5,84 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 19 632 | 276,96 | 1 625 | 272,48 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 399 847 | 4,22 | 33 087 | 2,98 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 632 398 | 0,45 | 52 | 0,00 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 4 811 | 0 | ||||||
| 2026-05-12 | 13F | Weik Capital Management | 53 727 | 5,40 | 4 446 | 4,12 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 21 533 | 3,94 | 1 774 | 2,25 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 6 441 | 11,75 | 533 | 10,58 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 40 067 | 20,44 | 3 316 | 18,99 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 274 307 | 44,89 | 22 699 | 43,15 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 113 675 | 2,94 | 9 407 | 1,71 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2 201 696 | 65,40 | 184 365 | 64,67 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 6 330 | 6,62 | 524 | 5,23 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 24 186 | 35,98 | 2 001 | 34,39 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 118 464 592 | 39,62 | 9 802 945 | 37,95 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 25 132 794 | 4,51 | 2 079 739 | 3,26 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 5 535 | 458 | ||||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 4 465 | 374 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 401 571 | 221,16 | 33 230 | 217,35 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 6 000 | 11,69 | 496 | 10,47 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 483 643 | 2,72 | 40 021 | 1,50 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 15 828 | 0,39 | 1 310 | -0,83 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 39 304 | 9,76 | 3 252 | 8,44 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 4 636 | 19,24 | 384 | 17,85 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 220 313 | 13,31 | 18 231 | 11,96 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 118 700 | 1,69 | 9 805 | 0,06 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 40 717 | 36,34 | 3 369 | 34,71 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 111 593 | 9,49 | 9 234 | 8,19 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 2 743 | 68,80 | 227 | 66,18 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2 979 | 247 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 46 017 | 3 854 | ||||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 49 955 | 50,06 | 4 132 | 48,01 | ||||
| 2026-04-15 | 13F | Uncommon Cents Investing LLC | 18 923 | 53,72 | 1 566 | 51,94 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 103 223 | 4,43 | 8 542 | 3,18 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 1 360 788 | 9,57 | 112 605 | 8,27 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 4 290 | 3,12 | 355 | 1,72 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 2 425 | 201 | ||||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 43 956 | 6,22 | 3 664 | 5,74 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6 699 | 1,22 | 554 | 0,00 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3 103 | 3,33 | 257 | 1,99 | ||||
| 2026-04-07 | 13F | Eastern Bank | 4 673 | 144,15 | 387 | 141,25 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 12 354 | 3,84 | 1 022 | 2,61 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 46 876 | 2,30 | 4 | 0,00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 11 507 | 1,68 | 952 | 0,53 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 107 054 | 4,08 | 8 859 | 2,83 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3 848 | 7,64 | 318 | 6,35 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 10 238 | 0,06 | 847 | -1,05 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 9 299 | 769 | ||||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 149 128 | 164,32 | 12 489 | 175,82 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 455 130 | 3,01 | 37 662 | 1,49 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 71 069 | 4,32 | 5 881 | 3,07 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6 983 | 20,63 | 578 | 19,21 | ||||
| 2026-05-15 | 13F | Ehrenkranz Partners L.P. | 13 088 | 0,10 | 1 083 | -1,01 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 6 587 | 64,31 | 545 | 62,69 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 1 099 963 | 4,25 | 91 022 | 3,00 | ||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 50 404 | 17,87 | 4 171 | 16,45 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 52 | 4 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 999 855 | 5,01 | 82 738 | 3,76 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 162 814 | 4,92 | 13 473 | 3,67 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 162 580 | 205,54 | 13 454 | 201,91 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 9 500 | 4,11 | 786 | 2,88 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 89 198 232 | 6,22 | 7 381 154 | 4,95 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 106 182 | 91,24 | 8 787 | 88,95 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 9 565 | 792 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 226 | 19 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 1 956 | 0,77 | 162 | -0,62 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 218 521 | 5,46 | 18 083 | 4,19 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1 934 | 16,65 | 162 | 15,83 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 61 673 | 0,82 | 5 124 | -0,14 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 16 808 | 1,13 | 1 391 | -0,07 | ||||
| 2026-05-04 | 13F | Nwam Llc | 13 299 | 3,73 | 1 100 | 2,23 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 43 | 43,33 | 4 | 50,00 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 66 201 | 3,91 | 5 478 | 2,68 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 73 133 | 16,37 | 6 125 | 15,88 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 180 501 | 35,70 | 15 | 27,27 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3 964 | 3,50 | 328 | 1,87 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 30 072 | 2 519 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 69 765 | 147,03 | 5 783 | 144,17 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 34 971 | 19,17 | 2 888 | 17,50 | ||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 1 292 103 | 42,68 | 106 922 | 40,97 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 6 520 | 69,48 | 540 | 67,39 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 11 066 | 1,00 | 916 | -0,22 | ||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 22 | 2 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 5 528 | 457 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11 683 | 967 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 12 949 | 3,81 | 1 071 | 2,29 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 12 475 | 1 029 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 121 106 | 4,45 | 10 022 | 3,20 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 40 665 | 9,34 | 3 365 | 8,06 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 75 384 | 7,69 | 6 238 | 6,41 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 39 705 | 60,00 | 3 286 | 58,08 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 372 | 31 | ||||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 4 158 | 344 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 200 272 | 6,98 | 16 573 | 5,70 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 752 | 0,80 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 16 626 | 0,12 | 1 376 | -1,08 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 230 023 | 0,51 | 19 034 | -0,69 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 3 564 | 1,31 | 295 | 0,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 107 | 9 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 3 160 | 261 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 46 | 4 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 7 702 | 1,89 | 637 | 0,63 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 26 583 | 1,62 | 2 200 | 0,41 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 483 519 | 0,06 | 40 011 | -1,13 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 137 620 | 1,44 | 11 388 | 0,24 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 363 | 0,55 | 30 | 0,00 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 102 499 | 6,61 | 8 | 0,00 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 66 347 | 205,90 | 5 490 | 202,31 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 175 | 14 | ||||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 105 583 | 6,64 | 8 737 | 5,35 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 97 374 | 3,77 | 8 058 | 2,53 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 7 987 | 0,08 | 669 | -0,45 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 5 920 | 9,73 | 490 | 8,43 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 144 203 | 127,78 | 11 933 | 125,09 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3 238 | 268 | ||||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 4 090 | 10,39 | 338 | 9,03 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 546 875 | 1,34 | 45 254 | 0,13 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 38 129 | 19,17 | 3 146 | 17,43 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 4 485 | 87,66 | 371 | 85,50 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 268 566 | 0,03 | 22 224 | -1,17 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 4 523 | 0,11 | 374 | -1,06 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 115 213 | 1,41 | 9 648 | 1,02 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 3 919 | 37,80 | 324 | 36,13 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 58 672 | 2,51 | 4 855 | 1,29 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 2 461 | 203 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 125 192 | 21,03 | 10 360 | 19,59 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 122 | 110,34 | 10 | 150,00 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 76 229 | 20,27 | 6 308 | 18,82 | ||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 248 049 | 3,79 | 20 526 | 2,55 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 869 001 | 1,76 | 71 910 | 0,40 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 674 763 | 0,82 | 55 837 | -0,38 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 26 890 | 29,10 | 2 225 | 27,58 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3 177 | 263 | ||||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 25 726 | 32,00 | 2 129 | 30,39 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 32 419 | 0,19 | 2 683 | -1,03 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 54 253 | 17,02 | 4 489 | 15,64 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 341 | 54,30 | 28 | 55,56 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 6 054 | 501 | ||||||
| 2026-04-24 | 13F | Ninety One UK Ltd | 311 749 | 9 924,08 | 25 797 | 9 821,92 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 5 510 | 68,24 | 456 | 66,06 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 42 969 | 2,03 | 3 556 | 0,82 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 21 021 | 70,06 | 1 739 | 68,02 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 9 115 | 7,46 | 754 | 6,20 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 73 539 | 4,68 | 6 085 | 3,43 | ||||
| 2026-05-07 | 13F | Titan Global Capital Management Usa Llc | 42 035 | 34,60 | 3 478 | 33,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3 673 | 5,82 | 304 | 4,48 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 1 076 970 | 2,80 | 89 119 | 1,58 | ||||
| 2026-05-15 | 13F | Fmr Llc | 78 743 | 21,81 | 6 516 | 20,36 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 10 853 776 | 6,60 | 898 150 | 5,33 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 949 261 | 11,04 | 78 553 | 9,71 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 3 835 | 317 | ||||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 48 900 | 2,28 | 4 047 | 1,05 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 12 500 | 143,76 | 1 033 | 140,79 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 24 518 | 11,97 | 2 029 | 10,64 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 527 | 44 | ||||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 3 446 | 16,11 | 285 | 14,92 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 5 929 | 0,12 | 491 | -1,21 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 922 100 | 6,09 | 76 312 | 4,83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 139 747 | 1 901,82 | 11 564 | 1 880,14 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 22 780 | 3,63 | 1 891 | 2,49 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 160 009 | 314,02 | 13 241 | 309,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 212 289 | 8 793,55 | 17 567 | 8 727,14 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 37 422 | 42,01 | 3 097 | 40,34 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 3 167 | 262 | ||||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 15 589 | 3,57 | 1 290 | 2,30 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 6 771 | 18,85 | 560 | 16,95 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 3 840 | 26,94 | 318 | 25,30 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 743 | 23,35 | 144 | 22,03 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 5 700 | 3,62 | 472 | 2,39 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 126 404 | 2,53 | 10 460 | 1,30 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5 216 | 106,74 | 432 | 104,27 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 27 622 | 31,02 | 2 286 | 29,46 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 837 667 | 3,98 | 69 317 | 2,74 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 13 285 | 0,19 | 1 099 | -0,99 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 4 249 | 352 | ||||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 3 874 | 3,67 | 321 | 2,56 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 3 208 | 265 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 339 843 | 4,94 | 28 122 | 3,69 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 20 115 | 3,01 | 1 665 | 1,77 |
