Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Vanguard Advisers Inc, Southern Michigan Bank & Trust, Vertrix Wealth Management, LLC, Clarity Asset Management, Inc., Aqr Capital Management Llc, Vanguard National Trust Co, Johnson Investment Counsel Inc, Cornerstone National Bank & Trust Co, FreeGulliver LLC, M3 Wealth Management, LLC, Cerity Partners Retirement Plan Advisors LLC, Oasis Advisors, LLC, Wright Fund Managment, LLC, Clear Wave Wealth Management Llc, Independent Wealth Network Inc., Mayport, Llc, Eagle Bay Advisors LLC, PlanVest Financial, Inc, i Capital Advisor Network 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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Bank Hapoalim Bm | 514 490 | 40 | ||||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 11 300 | 10,02 | 1 | |||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 51 543 | 475,84 | 3 978 | 470,73 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 3 534 | 273 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 194 | 15 | ||||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 389 586 | 37,74 | 30 068 | 36,51 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 138 331 | 5,45 | 10 676 | 4,05 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 33 310 | 3 | ||||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 4 860 | 375 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1 750 | 136 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 436 | 17,20 | 34 | 17,86 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 11 508 | 14,84 | 888 | 13,85 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 514 947 | 0,28 | 39 744 | -0,62 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 1 253 183 | 2,34 | 97 | 1,05 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 131 736 | 2,26 | 10 167 | 1,35 | ||||
| 2026-05-14 | 13F | Betterment LLC | 309 950 | 1,89 | 24 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 106 326 | 8 206 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 501 073 | 6,61 | 38 673 | 5,65 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 962 | 74 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 4 000 | 42,86 | 309 | 41,28 | |||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 336 | 225,06 | 103 | 221,88 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 880 949 | 67 992 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 273 821 | 29,03 | 21 134 | 27,87 | ||||
| 2026-05-11 | 13F | Loudon Investment Management, LLC | 6 133 | 19,86 | 473 | 18,84 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 900 | 69 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 193 | 0,52 | 15 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2 304 912 | 177 893 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 29 313 | 2 262 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 657 468 | 10,09 | 50 743 | 9,10 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 187 204 | 2,84 | 14 448 | 1,92 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3 151 | 243 | -39,55 | |||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 3 038 | 0,50 | 234 | -0,43 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 5 159 | 0,66 | 398 | -0,25 | ||||
| 2026-04-23 | 13F | Kampmann Melissa S. | 20 364 | 0,54 | 1 572 | -0,19 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 3 104 | 0,68 | 240 | -0,42 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 219 502 | 8,49 | 16 941 | 7,51 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 14 747 | 5,89 | 1 138 | 4,98 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 3 471 | 7,76 | 268 | 6,80 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 2 743 | 212 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 240 | 33,33 | 19 | 28,57 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 200 015 | 4,75 | 15 437 | 3,81 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12 207 | 9,80 | 942 | 8,90 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 23 598 | 3,08 | 1 838 | 2,80 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 15 052 | 40,25 | 1 162 | 39,04 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 500 572 | 7,31 | 115 814 | 6,35 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 164 231 | 7,35 | 12 675 | 6,38 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 3 684 | 0,46 | 284 | -0,35 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 11 507 | 0,32 | 888 | -0,56 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 243 199 | 16,35 | 18 770 | 15,28 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 64 | 5 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 81 607 | 2,49 | 6 298 | 1,56 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 890 | 69 | ||||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 16 811 | 1 309 | ||||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 10 568 | 58,68 | 816 | 57,34 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 57 522 | 2,23 | 4 440 | 1,30 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 4 950 | 382 | ||||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 199 312 | 5,68 | 15 383 | 4,72 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 35 422 | 11,65 | 2 734 | 10,65 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 74 449 | 55,67 | 5 746 | 54,27 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 53 947 | 16,39 | 4 164 | 15,35 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 187 400 | 11,88 | 14 464 | 10,87 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 116 545 | 6,55 | 8 995 | 5,59 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 82 274 | 1,71 | 6 350 | 0,79 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 5 026 | 0,68 | 388 | -0,26 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 266 017 | 35,11 | 20 531 | 33,90 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 951 | -5,28 | ||||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 5 041 | 5,81 | 389 | 4,85 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 163 637 | 3,88 | 12 630 | 2,94 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 972 | 0,41 | 75 | 0,00 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 962 | 74 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 361 | 28 | ||||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 3 936 | 17,32 | 304 | 16,09 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 331 770 | 35,97 | 25 606 | 34,75 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 119 118 | 9 194 | ||||||
| 2026-04-24 | 13F | United Community Bank | 28 456 | 2 196 | ||||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 396 820 | 2,16 | 30 627 | 1,24 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 56 622 | 4,55 | 4 370 | 3,63 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 728 902 | 15,64 | 56 257 | 14,60 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1 277 | 9,24 | 99 | 7,69 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 17 052 | 1 316 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 298 271 | 4,70 | 23 021 | 3,76 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3 242 | 249 | ||||||
| 2026-05-18 | 13F | Graney & King, LLC | 48 375 | 2,32 | 3 734 | 1,39 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 45 635 | 1 086,25 | 3 522 | 1 077,93 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2 754 | 213 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 47 363 | 10,35 | 3 655 | 9,37 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1 208 682 | 8,61 | 93 285 | 7,63 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 327 417 | 4,12 | 25 270 | 3,18 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 6 365 | 0,68 | 491 | -0,20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 050 401 | 12,38 | 81 | 12,50 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 509 371 | 15,00 | 39 313 | 13,97 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 5 890 | 11,93 | 455 | 11,00 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 7 866 | 49,74 | 607 | 48,41 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 14 282 | 2,56 | 1 102 | 1,66 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 55 519 | 43,60 | 4 285 | 42,33 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 5 342 | 45,56 | 412 | 44,56 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 3 060 | 236 | ||||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 28 159 | 7,72 | 2 173 | 6,78 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 84 675 | 14,57 | 6 535 | 13,53 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 086 383 | 8,09 | 161 027 | 7,12 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 15 860 | 5,03 | 1 224 | 4,08 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 175 367 | 163,05 | 13 535 | 160,67 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 91 135 | 5,51 | 7 | 16,67 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 17 762 | 5,33 | 1 371 | 4,34 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 7 488 | 578 | ||||||
| 2026-04-14 | 13F | Seven Mile Advisory | 4 013 | 310 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 25 937 | 28,63 | 2 002 | 27,45 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 133 068 | 4,67 | 10 270 | 3,73 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 465 127 | 3,55 | 35 899 | 2,62 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 124 874 | 11,12 | 9 638 | 10,12 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3 166 | 244 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 8 326 313 | 11,44 | 642 625 | 10,44 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 24 210 | 23,36 | 1 869 | 22,25 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 3 506 | 4,19 | 271 | 3,05 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 63 790 | 4 923 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 78 891 | 18,59 | 6 089 | 17,55 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 16 855 | 2,10 | 1 301 | 1,17 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 480 | 37 | ||||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 347 734 | 15,21 | 26 838 | 14,18 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 33 235 | 2,45 | 2 565 | 1,54 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 63 105 | 10,64 | 4 870 | 9,66 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 304 306 | 23 486 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 9 772 | 83,44 | 754 | 82,13 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 69 635 | 124,72 | 5 374 | 122,71 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 73 335 | 53,61 | 5 660 | 52,23 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 4 272 | 0,28 | 330 | -0,60 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 17 009 | 1,46 | 1 313 | 0,54 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4 975 | 384 | ||||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 21 314 | 20,38 | 1 645 | 19,03 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 10 675 | 3,09 | 819 | 1,74 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4 590 | 8,77 | 356 | 8,54 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 254 146 | 43,58 | 19 615 | 42,29 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 361 597 | 5,59 | 27 908 | 4,64 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 15 182 | 0,38 | 1 172 | -0,51 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 144 002 | 10,86 | 11 114 | 9,88 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 611 | 2,52 | 47 | 2,17 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 4 271 | 8,65 | 330 | 7,52 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1 426 | 110 | ||||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 14 617 | 0,67 | 1 128 | -0,18 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 115 091 | 1,68 | 8 883 | 0,76 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 11 187 | 2,32 | 863 | 1,41 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5 244 | 9,96 | 0 | |||||
| 2026-04-23 | 13F | American National Bank | 75 | 6 | ||||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 670 494 | 4,33 | 51 749 | 3,39 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 22 247 | 1,26 | 1 717 | 0,35 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 36 140 | 3,72 | 2 789 | 2,80 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 20 514 | 16,26 | 1 583 | 15,21 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 84 637 | 0,98 | 6 532 | 0,08 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 37 032 | 4,47 | 2 858 | 3,55 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 104 392 | 22,53 | 8 057 | 21,42 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 88 568 | 5,54 | 6 836 | 4,59 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 370 | 60,17 | 29 | 55,56 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 5 990 | 0,57 | 462 | -0,22 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 3 777 | 0,67 | 291 | -0,34 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2 829 | 218 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 671 968 | 12,07 | 51 957 | 11,25 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 187 111 | 12,81 | 14 441 | 11,80 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 81 275 | 31,39 | 6 273 | 30,21 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 14 902 | 52,03 | 1 150 | 50,72 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 305 945 | 13,53 | 24 | 15,00 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 35 202 | 14,03 | 2 717 | 12,98 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 588 | 0,22 | 277 | -0,72 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 4 780 | 7,46 | 369 | 6,36 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 3 001 | 232 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 34 443 | 7,05 | 2 658 | 6,11 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 98 580 | 24,68 | 7 608 | 23,57 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 43 801 | 5,23 | 3 381 | 4,29 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 184 814 | 1,84 | 14 265 | 0,93 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 18 395 | 86,49 | 1 420 | 86,22 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 14 838 | 0,01 | 1 145 | -0,87 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 27 834 | 5,41 | 2 148 | 4,47 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 668 | 33,60 | 52 | 34,21 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 3 697 194 | 4,49 | 285 128 | 3,47 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 299 193 | 8,40 | 23 092 | 7,43 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 99 163 | 2,98 | 7 653 | 2,05 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2 340 | 257,25 | 181 | 252,94 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 9 539 | 8,66 | 736 | 7,76 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 54 170 | 26,69 | 4 181 | 25,56 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 152 001 | 7,00 | 11 731 | 6,04 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 3 951 | 0,13 | 305 | -0,98 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 16 996 | 8,06 | 1 312 | 7,11 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 137 060 | 10 578 | ||||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 125 857 | 10,14 | 9 714 | 9,15 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 3 427 | 15,66 | 265 | 14,78 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 21 458 | 0,07 | 1 656 | -0,84 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 9 900 | 764 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 14 479 | 43,09 | 1 117 | 41,75 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 3 135 | 6,81 | 242 | 5,70 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 23 116 | 33,52 | 1 784 | 32,34 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 434 815 | 12,74 | 33 559 | 11,73 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 26 559 | 1 180,57 | 2 050 | 1 172,67 | ||||
| 2026-05-15 | 13F | Wit, Llc | 861 173 | 9,86 | 66 465 | 8,87 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 4 580 | 23,72 | 354 | 22,57 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 2 640 | 204 | ||||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 68 341 | 7,17 | 5 275 | 6,20 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 13 500 | 1 042 | ||||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 9 489 | 28,94 | 739 | 28,75 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 9 381 | 1 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 340 | -23,25 | ||||||
| 2026-04-20 | 13F | City State Bank | 185 211 | 6,41 | 14 295 | 5,45 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 173 | 13 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 30 | 2 | ||||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 74 514 | 26,77 | 5 751 | 25,63 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 7 964 | 28,00 | 615 | 26,86 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 8 778 | 677 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 127 690 | 5,51 | 9 855 | 4,57 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 163 398 | 4,66 | 12 611 | 3,73 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 208 651 | 6,52 | 16 104 | 5,57 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 299 | 23 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 894 | 2 880,00 | 69 | 3 300,00 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 269 320 | 4,96 | 20 786 | 4,01 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 14 214 | 8,27 | 1 097 | 7,34 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 21 736 | 61,16 | 1 678 | 59,71 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 2 916 | 0,59 | 225 | 0,00 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 23 912 | 8,04 | 1 845 | 6,77 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 300 213 | 2,21 | 23 170 | 1,29 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 156 | 12 | ||||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 19 275 | 65,64 | 1 487 | 63,84 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 4 811 | 14,30 | 371 | 13,46 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 34 978 | 5,46 | 2 700 | 4,49 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 882 475 | 10,69 | 68 727 | 10,39 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 131 628 | 19,75 | 10 159 | 18,68 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 187 022 | 1,25 | 14 434 | 0,34 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3 676 | 8,47 | 284 | 7,20 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 20 342 | 1 564 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 435 277 | 11,94 | 33 595 | 10,94 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 109 929 | 5,87 | 8 | 0,00 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 29 896 | 20,86 | 2 307 | 19,78 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 7 712 | 28,00 | 595 | 26,87 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 704 946 | 8,71 | 131 588 | 7,73 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 2 739 | 211 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 187 080 | 4,20 | 92 450 | 104 955,68 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 433 773 | 33 479 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 45 685 | 72,50 | 3 526 | 70,95 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 13 571 | 1 033 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 43 204 | 9,87 | 3 334 | 8,88 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 63 350 | 4 889 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 465 | 18,93 | 36 | 16,67 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 422 176 | 7,37 | 32 584 | 6,41 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 52 839 | 3,82 | 4 065 | 2,24 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3 684 | 12,94 | 284 | 11,81 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 255 252 | 5,01 | 19 700 | 4,07 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 614 849 | 7,35 | 47 454 | 6,39 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 4 850 | 18,29 | 374 | 17,24 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 73 222 | 0,64 | 5 651 | -0,26 | ||||
| 2026-05-04 | 13F | Brewster Financial Planning LLC | 288 668 | 2,70 | 22 279 | 1,78 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 274 | 21 | ||||||
| 2026-04-07 | 13F | InvesTrust | 11 686 | 0,86 | 902 | -0,11 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 17 116 | 9,66 | 1 321 | 8,72 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 5 825 | 1,34 | 450 | 0,45 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 5 114 | 2,77 | 395 | 1,81 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 2 165 | 167 | ||||||
| 2026-04-17 | 13F | Verde Capital Management | 140 901 | 0,31 | 10 875 | -0,59 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 585 094 | 10,20 | 44 871 | 8,61 | ||||
| 2026-05-01 | 13F | Fpc Investment Advisory, Inc. | 388 406 | 10,36 | 30 070 | 9,71 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 125 065 | 0,38 | 9 652 | -0,52 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3 273 | 0,06 | 253 | -0,79 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 60 516 | 2,93 | 4 671 | 2,01 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 6 990 | 0,47 | 539 | -0,37 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 40 206 | 22,06 | 3 103 | 20,97 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 8 553 | 2,68 | 660 | 1,85 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 25 900 | 34,27 | 1 999 | 33,02 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 3 375 | 260 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 6 308 | 35,34 | 487 | 33,88 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 2 172 | 0,18 | 168 | -0,60 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 42 | 3 | ||||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 14 879 | 74,35 | 1 148 | 72,89 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 240 557 | 1,11 | 18 566 | 0,20 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 56 | 115,38 | 4 | 100,00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 45 346 | 3 500 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 207 | 16 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 208 230 | 13,36 | 16 071 | 12,34 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 36 001 | 2,20 | 2 779 | 1,28 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 38 716 | 2,03 | 2 988 | 1,12 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 16 287 | 8,39 | 1 257 | 7,35 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 13 596 | 0,20 | 1 046 | -0,95 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 17 760 | 1 371 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 19 350 | 18,64 | 1 493 | 17,56 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 91 434 | 0,88 | 7 057 | -0,03 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 481 986 | 3,67 | 37 200 | 2,74 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3 506 | 271 | ||||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 136 446 | 10 531 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 810 | 76,06 | 448 | 74,32 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 72 644 | 2,94 | 5 607 | 2,02 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 108 841 | 8,01 | 8 400 | 7,05 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13 367 | 99,99 | 1 032 | 98,27 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 280 512 | 2,09 | 21 650 | 1,17 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 12 694 | 0,38 | 980 | -0,51 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 307 817 | 31,72 | 23 757 | 30,54 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 9 712 | 0,53 | 750 | -0,40 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 4 315 | 0,56 | 333 | -0,60 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 12 069 986 | 7,50 | 931 561 | 6,54 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 2 737 | 2,43 | 211 | 1,44 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 5 596 477 | 17,21 | 431 936 | 16,16 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 4 854 | 0,27 | 375 | -0,53 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 10 208 | 0,16 | 788 | -0,76 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 245 466 | 44,42 | 18 800 | 42,03 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 6 533 | 0,37 | 504 | -0,40 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 239 367 | 3,51 | 18 474 | 2,58 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 70 | 0,00 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 628 | 16,70 | 203 | 15,43 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 231 754 | 2,63 | 17 887 | 1,71 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 3 | 0 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 276 995 | 11,02 | 21 378 | 10,03 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 1 100 | 33,98 | 85 | 33,33 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 18 | 1 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 29 131 | 4,81 | 2 248 | 3,88 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 36 955 | 0,93 | 2 852 | 0,04 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 72 769 | 5,07 | 5 616 | 4,13 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 118 369 | 14,97 | 9 136 | 13,93 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 130 043 | 0,41 | 10 037 | -0,50 | ||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 5 299 | 49,77 | 413 | 49,28 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 53 292 | 3,60 | 4 107 | 2,70 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 7 977 | 64,47 | 616 | 63,13 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 13 995 | 8,67 | 1 080 | 7,78 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1 135 | 0,71 | 88 | 0,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 2 | 0 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 10 | 1 | ||||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 4 755 | 10,66 | 367 | 9,58 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 242 494 | 4,89 | 18 716 | 3,94 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 640 986 | 15,54 | 49 458 | 14,48 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1 364 610 | 2,55 | 106 276 | 2,28 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 88 124 | 13,05 | 6 801 | 12,04 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 15 836 | 1 218 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10 240 765 | 18,59 | 790 382 | 17,52 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 574 | 10,81 | 44 | 10,00 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 6 287 | 0,11 | 485 | -0,82 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 393 | 1 239,42 | 108 | 1 250,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 62 238 | 6,21 | 4 804 | 119 975,00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 163 011 | 4,30 | 12 581 | 3,36 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 24 | 2 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 334 | 26 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 30 974 | 162,54 | 2 381 | 158,80 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 89 113 | 30,58 | 6 878 | 29,41 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 10 076 | 3,02 | 773 | 1,45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 627 777 | 8,20 | 48 | 6,67 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 13 955 | 24,82 | 1 077 | 23,79 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 199 383 | 13,85 | 15 388 | 12,82 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 688 532 | 114,12 | 53 141 | 112,20 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2 000 360 | 6,47 | 154 388 | 5,52 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 85 614 | 0,41 | 6 668 | 1,11 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 5 568 | 0,09 | 430 | -0,92 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 18 718 | 28,48 | 1 445 | 27,34 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 3 314 | 256 | ||||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 5 978 | 17,12 | 461 | 16,12 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 123 086 | 11,88 | 9 500 | 10,88 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 24 490 | 16,75 | 1 890 | 15,74 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 709 | 11,63 | 133 | 11,76 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 999 | 0,71 | 77 | 0,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 182 463 | 8,71 | 14 082 | 7,73 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 219 460 | 2,60 | 16 938 | 1,67 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 12 889 | 13,29 | 995 | 12,19 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 106 602 | 4,39 | 8 228 | 3,46 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 16 139 | 7,34 | 1 246 | 6,32 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7 183 505 | 8,15 | 554 423 | 7,17 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 202 302 | 5,10 | 15 709 | 4,79 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 49 907 | 19,79 | 3 852 | 18,71 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 51 509 | 9,96 | 3 975 | 8,96 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 107 091 | 3,21 | 8 265 | 2,29 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 42 858 | 10,21 | 3 308 | 9,21 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 314 | 0,32 | 24 | 0,00 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 15 030 | 12,88 | 1 160 | 11,97 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 293 019 | 0,04 | 22 615 | -0,85 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3 976 | 3,17 | 307 | 2,00 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 4 747 | 9,63 | 366 | 8,61 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 1 414 410 | 3,09 | 109 164 | 2,17 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 35 688 | 2,20 | 2 754 | 1,29 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12 238 | 944 | ||||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 3 356 | 14,62 | 259 | 13,16 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 13 769 | 2,17 | 1 063 | 1,24 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 18 567 | 19,34 | 1 433 | 18,25 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 15 687 | 102,10 | 1 211 | 100,33 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 3 587 | 2,99 | 277 | 1,85 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 67 784 | 1,50 | 5 232 | 0,60 | ||||
| 2026-05-15 | 13F | Brookmont Capital Management | 6 154 | 15,16 | 475 | 13,94 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 966 958 | 2,24 | 74 630 | 1,32 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 2 854 | 3,86 | 220 | 2,80 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 6 471 | 499 | ||||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 34 028 | 7,64 | 2 626 | 6,66 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 14 940 | 1,83 | 1 153 | 0,96 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 6 467 | 0,56 | 499 | -0,20 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 153 684 | 5,38 | 11 861 | 4,44 | ||||
| 2026-05-05 | 13F | Smart Money Group LLC | 118 356 | 18,93 | 9 135 | 17,86 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 13 953 | 0,72 | 1 073 | -0,46 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3 648 | 14,32 | 282 | 13,31 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 989 | 27,28 | 76 | 26,67 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 62 371 | 2 308,15 | 4 703 | 2 239,30 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1 297 | 0,70 | 100 | 0,00 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 29 490 | 11,50 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 167 562 | 9,26 | 12 932 | 8,28 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 2 645 | 204 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 434 553 | 3,08 | 33 539 | 2,16 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 25 182 | 3,40 | 1 944 | 2,48 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 2 034 | 157 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 4 961 | 6,07 | 383 | 4,95 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 109 181 | 26,36 | 238 003 | 24,20 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 58 188 | 3,48 | 4 | 0,00 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 3 988 | 0,68 | 308 | -0,32 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 242 401 | 3,53 | 18 708 | 2,59 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 191 791 | 5,09 | 15 | 0,00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12 296 | 19,40 | 949 | 18,35 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 66 598 | 29,72 | 5 140 | 28,56 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 115 663 | 1,30 | 8 927 | 0,38 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 2 196 | 0,18 | 170 | -0,59 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 13 577 | 5,76 | 1 047 | 4,80 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 137 822 | 2,58 | 10 637 | 1,66 | ||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 60 153 | 0,79 | 4 643 | -0,11 | ||||
| 2026-05-12 | 13F | Creative Planning | 1 128 425 | 7,32 | 87 092 | 6,36 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 22 169 | 3,84 | 1 711 | 2,95 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 153 276 | 24,49 | 11 937 | 24,15 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1 885 | 6 632,14 | 145 | 7 150,00 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 718 274 | 0,32 | 55 436 | -0,58 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 17 184 | 1 326 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 27 211 | 172,06 | 2 100 | 169,92 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 63 508 | 90,25 | 4 926 | 89,50 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 427 134 | 3,13 | 32 966 | 2,20 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 53 725 | 4,46 | 4 147 | 3,52 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2 201 | 11,11 | 170 | 9,74 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 400 062 | 4,62 | 31 | 3,45 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 16 361 | 8,99 | 1 263 | 7,96 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 52 448 | 2,97 | 4 048 | 2,04 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 5 213 | 4,64 | 402 | 3,61 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 25 548 | 42,47 | 1 972 | 41,19 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 417 | 3,76 | 341 | 3,03 | ||||
| 2026-04-15 | 13F | City Holding Co | 91 | 7 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 92 826 | 9,06 | 7 164 | 8,09 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 62 614 | 13,23 | 4 814 | 11,80 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 154 175 | 7,04 | 11 899 | 6,08 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 2 426 | 0 | ||||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 146 847 | 8,76 | 11 334 | 7,78 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 390 234 | 12,29 | 30 118 | 11,28 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 79 592 | 88,38 | 6 143 | 86,69 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 255 556 | 9,59 | 19 724 | 8,60 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 43 473 | 73,33 | 3 356 | 71,79 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 301 429 | 0,09 | 23 264 | -0,81 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 3 219 | 0,25 | 248 | -0,80 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 8 061 | 4,80 | 622 | 3,84 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 10 198 | 0,90 | 794 | 0,63 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 142 | 11 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 101 434 | 27,11 | 7 829 | 25,95 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 40 205 | 1,51 | 3 103 | 0,62 | ||||
| 2026-05-01 | 13F | DMKC Advisory Services, LLC | 4 778 | 369 | ||||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 44 190 | 0,95 | 3 411 | 0,03 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 91 415 | 7,56 | 7 055 | 6,60 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3 698 | 285 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 486 860 | 0,94 | 34 548 | 0,12 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 138 685 | 17,56 | 10 704 | 16,50 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 359 497 | 7,89 | 27 746 | 6,92 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 121 563 | 24,34 | 9 382 | 23,22 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 11 691 | 0,96 | 902 | 0,11 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2 003 | 155 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 5 590 | 2,34 | 431 | 1,41 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 10 326 | 0,45 | 797 | -0,50 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 596 | 6,43 | 46 | 6,98 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 11 479 | 22,34 | 886 | 21,23 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 5 304 | 0,66 | 409 | -0,24 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 78 713 | 219,43 | 6 075 | 216,57 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 5 411 | 54,56 | 418 | 53,31 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 310 158 | 2,96 | 23 938 | 2,03 | ||||
| 2026-05-04 | 13F | Nwam Llc | 155 792 | 6,76 | 12 024 | 5,81 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 11 261 | 4,21 | 869 | 3,33 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 4 013 | 4,48 | 310 | 3,34 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 176 092 | 4,05 | 13 591 | 3,11 | ||||
| 2026-05-15 | 13F | EFG International AG | 93 | 7 | ||||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 11 261 | 869 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 34 036 | 1,15 | 2 627 | 0,23 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 35 576 | 21,38 | 2 746 | 20,29 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12 876 | 2,57 | 994 | 1,64 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 399 186 | 0,28 | 30 809 | -0,62 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 115 562 | 8 919 | ||||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 2 340 | 840 | ||||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 33 793 | 41,32 | 2 608 | 40,06 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 414 | 572 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 087 410 | 290,22 | 83 926 | 286,72 | ||||
| 2026-05-01 | 13F | American Trust | 1 240 393 | 8,08 | 95 734 | 6,87 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 175 447 | 1,87 | 13 541 | 0,95 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 77 646 | 12,73 | 5 999 | 11,71 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3 700 472 | 4,98 | 285 602 | 4,03 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 8 341 | 132,02 | 644 | 130,47 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 7 770 | 600 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 25 610 | 8,19 | 1 977 | 7,22 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 789 396 | 22,95 | 60 926 | 21,84 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 102 873 | 2,57 | 7 940 | 1,65 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 10 127 | 0,02 | 782 | -0,89 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 145 845 | 11 256 | ||||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 54 052 | 17,69 | 4 172 | 16,64 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 952 304 | 65,72 | 73 261 | 63,69 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1 319 | 6,20 | 102 | 5,21 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 241 929 | 4,43 | 18 672 | 3,50 | ||||
| 2026-05-08 | 13F | Hardworking Capital Advisors, LLC | 2 835 | 4,27 | 219 | 3,32 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 180 541 | 0,16 | 13 934 | -0,73 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 160 | 12 | ||||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 306 559 | 66,13 | 23 660 | 64,65 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 15 199 | 0,43 | 1 173 | -0,68 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4 191 | 17,26 | 323 | 16,19 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2 885 | 0,03 | 223 | -0,89 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 315 313 | 9,79 | 24 336 | 8,80 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 1 720 | 133 | ||||||
| 2026-05-05 | 13F | Seros Financial, LLC | 15 247 | 11,81 | 1 177 | 10,84 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 3 789 | 291 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 218 665 | 51,87 | 16 877 | 50,50 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 22 267 | 181,58 | 1 719 | 179,35 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 87 917 | 7,13 | 6 847 | 6,84 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 364 956 | 3,36 | 28 167 | 2,43 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 254 554 | 4,65 | 19 647 | 3,71 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 1 890 146 | 24,34 | 145 881 | 23,22 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 13 770 | 1,74 | 1 063 | 0,76 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 373 251 | 4,70 | 28 808 | 3,76 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 69 651 | 9,28 | 5 376 | 8,30 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 12 647 | 7,25 | 976 | 6,32 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 283 | 22 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 106 764 | 4,26 | 8 240 | 3,34 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 92 643 | 7,03 | 7 150 | 6,07 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 6 121 | 11,60 | 472 | 10,54 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 8 303 | 3,81 | 641 | 2,89 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 62 043 | 121,52 | 4 788 | 119,53 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 803 | 55,92 | 62 | 52,50 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 87 756 | 9,98 | 6 773 | 9,00 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 38 309 | 3,00 | 2 957 | 2,07 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 375 206 | 4,65 | 28 958 | 3,71 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 36 952 | 2 852 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 523 280 | 12,47 | 194 747 | 11,46 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 466 | 36 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 457 524 | 10,57 | 35 394 | 9,48 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 22 049 | 13,48 | 1 702 | 12,43 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 80 803 | 6,86 | 6 236 | 5,89 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 118 975 | 4,55 | 9 183 | 3,61 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 19 382 | 25,91 | 1 496 | 24,79 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 94 | 2,17 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 106 723 | 39,59 | 8 237 | 38,33 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 3 415 | 0,06 | 264 | -0,75 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 9 892 | 350,25 | 770 | 350,29 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 481 189 | 2 523,57 | 37 138 | 2 500,70 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 291 | 22 | ||||||
| 2026-04-21 | 13F | Parker Financial LLC | 99 088 | 6,41 | 7 629 | 5,20 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 26 409 | 3,83 | 2 038 | 2,93 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 3 775 | 291 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 222 339 | 87,85 | 17 160 | 86,18 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 83 854 | 2,20 | 6 472 | 1,28 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 18 120 | 0,10 | 1 399 | -0,78 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 82 765 | 28,34 | 6 388 | 26,85 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 10 143 | 0,69 | 783 | -0,26 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 492 315 | 7,88 | 38 | 5,71 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 228 | 18 | ||||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 3 436 | 28,26 | 265 | 27,40 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 4 951 | 2,57 | 382 | 1,87 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 5 215 | 23,70 | 402 | 22,56 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 88 770 | 12,60 | 6 851 | 11,58 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 11 503 | 2,09 | 888 | 1,25 | ||||
| 2026-04-13 | 13F | Spring Capital Management, Llc | 16 837 | 0,62 | 1 299 | -0,31 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 43 661 | 9,95 | 3 370 | 8,96 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 105 039 | 0,99 | 8 107 | 0,07 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 434 660 | 2,83 | 110 727 | 1,90 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 217 876 | 17,62 | 16 816 | 16,56 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 173 884 | 46,84 | 13 420 | 45,52 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 606 080 | 1,71 | 46 777 | 0,79 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 6 | 237 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 2 610 | 0,69 | 201 | 0,00 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 44 842 | 26,22 | 3 461 | 25,09 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 5 417 | 418 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 153 | 0,66 | 12 | 0,00 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 115 680 | 15,23 | 8 928 | 14,20 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 27 173 | 9,87 | 2 099 | 8,93 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 233 685 | 21,67 | 18 036 | 20,58 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 66 | 5 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 10 919 | 732,88 | 843 | 725,49 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 609 591 | 11,09 | 47 048 | 10,09 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 22 100 | 28,52 | 1 706 | 27,33 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 10 357 175 | 29,97 | 799 367 | 28,80 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 143 377 | 10,71 | 11 066 | 9,72 | ||||
| 2026-05-07 | 13F | Momentum Wealth Planning, LLC | 68 621 | 0,89 | 5 296 | -0,02 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 11 202 | 4,34 | 870 | 3,95 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 35 669 | 3,60 | 2 753 | 2,65 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 22 972 | 80,14 | 1 773 | 78,45 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 10 515 | 103,11 | 812 | 100,74 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 611 089 | 3,11 | 47 164 | 2,18 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 1 424 | 20,07 | 110 | 18,48 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 27 764 129 | 8,76 | 2 142 835 | 7,79 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 2 325 | 5,87 | 179 | -50,42 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 346 701 | 17,03 | 26 758 | 15,98 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 136 415 | 5,86 | 10 529 | 4,90 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 74 912 | 11,09 | 5 782 | 10,09 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 7 692 | 15,81 | 594 | 14,70 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 43 420 | 5,87 | 3 351 | 4,92 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 5 357 768 | 2,53 | 413 513 | 1,61 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 3 645 | 0,64 | 281 | -0,35 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 76 120 | 7,99 | 5 875 | 5,67 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 5 576 | 0,92 | 430 | 0,00 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 44 723 | 5,18 | 3 452 | 4,23 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 91 844 | 0,30 | 7 088 | -0,60 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 305 | 482,07 | 178 | 490,00 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 156 920 | 5,96 | 12 111 | 5,01 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4 596 | 0,46 | 355 | -0,56 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8 828 | 681 | ||||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 3 380 | 5,96 | 261 | 4,84 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 301 | 20,40 | 23 | 21,05 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 26 705 | 9,38 | 2 061 | 8,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 496 862 | 1 077,36 | 115 528 | 1 066,82 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 770 358 | 20,08 | 59 456 | 19,00 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1 819 | 28,37 | 140 | 27,27 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 2 985 | 0,67 | 230 | 0,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 93 053 | 4,50 | 7 156 | 3,19 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 2 185 893 | 1,58 | 168 707 | 0,66 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4 051 | 133,62 | 313 | 131,11 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 8 606 | 3,10 | 664 | 2,15 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 83 824 | 1,12 | 6 470 | 0,22 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 16 004 | 20,52 | 1 235 | 19,44 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 32 488 | 114,97 | 2 507 | 113,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 193 757 | 6,84 | 14 954 | 5,87 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 356 107 | 24,83 | 27 484 | 23,71 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 269 867 | 92,33 | 20 828 | 90,61 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 9 502 | 17,38 | 733 | 16,35 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 82 586 | 2,53 | 6 374 | 1,61 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 2 294 | 6,11 | 177 | 5,36 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 9 111 | 0,67 | 701 | -0,57 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 23 739 | 0,97 | 1 826 | -0,27 | ||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 492 744 | 1,80 | 38 089 | 1,19 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 87 475 | 6,63 | 6 762 | 5,82 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 11 753 | 10,74 | 907 | 9,81 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 6 929 | 5,80 | 535 | 4,71 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 18 101 | 7,67 | 1 397 | 6,72 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 44 639 | 8,26 | 3 445 | 7,29 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 8 249 | 0,07 | 637 | -0,78 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 46 984 | 1,04 | 3 626 | 0,14 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 15 312 | 10,84 | 1 193 | 10,58 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5 283 152 | 2,48 | 407 754 | 1,55 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 129 737 | 16,01 | 10 013 | 14,97 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 17 356 | 16,66 | 1 340 | 15,63 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 23 906 | 3,92 | 1 845 | 3,02 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 188 543 | 0,69 | 14 552 | -0,21 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 86 299 | 0,68 | 6 661 | -0,22 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 48 977 | 6,52 | 3 780 | 5,56 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 40 547 | 2,88 | 3 129 | 1,96 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 2 585 | 200 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 23 554 417 | 39,89 | 1 817 930 | 38,63 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 14 266 | 19,28 | 1 101 | 18,26 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 74 524 | 35,04 | 5 752 | 33,84 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 4 080 | 315 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 112 934 | 5,40 | 8 716 | 4,46 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 83 827 | 10,87 | 6 470 | 9,87 |
