IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF – Własność instytucjonalna – Kupujący

iShares, Inc. - iShares Core MSCI Emerging Markets ETF
US ˙ ARCA ˙ US46434G1031

Własność instytucjonalna i funduszowa – Kupujący

Główni posiadacze, którzy otworzyli nowe pozycje w iShares, Inc. - iShares Core MSCI Emerging Markets ETF, to m.in TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, UNC Management Company, Inc., Quent Long Short Global Small Cap Fund, LP, Maple Capital Management, Inc., Storen Legacy Partners, LLC, Resolute Wealth Advisor, Inc., Amica Mutual Insurance Co, Stark Wealth Management LLC, Jefferies Financial Group Inc., Sentinel Advisory Group, LLC, FSA Investment Group, LLC, Coral Wealth Management, LLC, Lebenthal Global Advisors, LLC, Advisor OS, LLC, S. R. Schill & Associates, Mjp Associates Inc /adv, TABR Capital Management, LLC, Oxford Wealth Group, LLC, i Skyline Advisors, Inc. .

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

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)		 Akcje Akcje; Δ 
(%)		 Zgłoszono
Wartość
($1000)		 Wartość; Δ 
(%)		 Przydział portu
(%)
2026-04-15 13F Myriad Asset Management US LP 211 902 175,46 14 780 185,88
2026-04-09 13F Avenue 1 Advisors, LLC 254 015 8,20 17 718 12,28
2026-04-27 13F Greenleaf Trust 907 404 1,35 63 291 5,16
2026-05-11 13F Rock Creek Group, LP 404 806 17,06 28 235 21,46
2026-02-05 13F Tucker Asset Management Llc 963 65
2026-03-02 13F Reflection Asset Management 7 501 521
2026-05-15 13F Toroso Investments, LLC 7 180 18,97 501 23,46
2026-05-01 13F Liquid Strategies, LLC 94 877 7,99 6 618 12,06
2026-04-29 13F Saxon Interests, Inc. 44 741 794,46 3 121 828,57
2026-05-12 13F Innovative Asset Advisors Group, LLC 128 9
2026-04-30 13F Acorn Wealth Advisors, LLC 3 948 275
2026-04-21 13F Huntleigh Advisors, Inc. 4 745 25,53 331 29,92
2026-04-08 13F Wealth Science Advisors LLC 330 22
2026-05-13 13F Franklin Resources Inc 4 897 997 24,08 341 635 28,75
2026-05-05 13F Schwallier Wealth Management LLC 6 585 11,20 459 6,99
2026-05-05 13F D.a. Davidson & Co. 105 852 59,80 7 383 65,84
2026-04-27 13F Mosley Wealth Management 83 495 0,49 5 504 -1,47
2026-05-01 13F Hills Bank & Trust Co 10 928 10,64 762 14,93
2026-05-08 13F Jabodon Pt Co 1 184 363 11,52 83 15,49
2026-05-05 13F Cullen/frost Bankers, Inc. 27 445 4,14 1 914 8,07
2026-05-14 13F BTG Pactual Asset Management US LLC 13 267 11,05 925 29,01
2026-05-05 13F Williams Jones Wealth Management, LLC. 9 245 65,83 645 72,19
2026-05-07 13F Jefferies Financial Group Inc. 109 163 7 614
2026-04-29 13F Connable Office Inc 1 037 651 20,86 72 376 25,41
2026-04-27 13F Apeiron RIA LLC 254 366 1,64 17 742 0,00
2026-05-15 13F Inspire Advisors, LLC 28 102 24,70 1 960 29,46
2026-04-22 13F Detalus Advisors, LLC 4 963 3,12 346 7,12
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 6 846 15,25 478 19,55
2026-04-22 13F CrossGen Wealth, LLC 1 395 97
2026-01-30 13F Canandaigua National Bank & Trust Co 14 208 0,22 955 2,25
2026-04-27 13F Strathmore Capital Advisors, Inc. 6 986 546
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 881 426 59 249
2026-04-15 13F Silverlake Wealth Management Llc 23 652 12,31 1 650 16,54
2026-01-06 13F Ransom Advisory, Ltd 2 036 137
2026-01-07 13F Yeomans Consulting Group, Inc. 24 418 1 641
2026-05-01 13F S. R. Schill & Associates 75 350 5 256
2026-05-04 13F Bleakley Financial Group, LLC 1 387 819 17,01 96 800 21,41
2026-05-06 13F Fiduciary Wealth Partners, LLC 14 637 1 021
2026-04-09 13F Moody National Bank Trust Division 23 517 4,46 1 640 8,39
2026-04-29 13F Unified Investment Management 10 100 5,75 704 9,66
2026-04-30 13F Nuveen, LLC 2 191 664 3,51 152 869 7,41
2026-04-17 13F Nottingham Advisors, Inc. 403 252 1,04 28 127 4,84
2026-04-24 13F Root Financial Partners, LLC 23 136 105,32 1 614 113,08
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 130 922 3,01 9 132 6,88
2026-05-15 13F/A EverSource Wealth Advisors, LLC 51 546 12,73 3 595 16,99
2026-04-17 13F Hanson & Doremus Investment Management 5 910 11,30 0
2026-04-21 13F Roth Financial Partners LLC 139 749 0,55 9 736 4,20
2026-02-12 13F Planning Project LLC 7 731 520
2026-05-14 13F Fortis Advisors, LLC 31 475 27,95 2 195 32,79
2026-05-12 13F Adventist Health System/ West 5 601 391
2026-05-07 13F Action Point Financial Planning, Llc 9 395 655
2026-04-13 13F Plan Group Financial, LLC 4 898 342
2026-05-14 13F Raymond James Financial Inc 19 905 325 1,81 1 388 396 5,65
2026-04-20 13F Peoples Financial Services Corp. 220 15
2026-05-11 13F Blue Bell Private Wealth Management, Llc 2 089 47,32 146 52,63
2026-05-06 13F Cornerstone Planning Group LLC 86 362 29,19 6 922 39,09
2026-05-05 13F Napier Financial, LLC 32 146 0,73 2 242 4,52
2026-05-01 13F Carnegie Capital Asset Management, LLC 4 238 20,12 296 24,47
2026-05-05 13F Smith, Moore & Co. 115 379 8,03 8 048 12,09
2026-05-06 13F Ceera Investments, Llc 3 660 5,17 255 9,44
2026-04-30 13F CarsonAllaria Wealth Management, Ltd. 90 550 0,03 6 316 3,78
2026-04-29 13F Duncker Streett & Co Inc 93 6
2026-05-14 13F Coastal Bridge Advisors, LLC 26 490 101,72 1 848 109,41
2026-05-11 13F Integrity Advisory Solutions, LLC 42 677 15,28 2 977 19,61
2026-02-17 13F GAM Holding AG 120 685 1,25 8 113 3,26
2026-04-29 13F Geneva Partners, LLC 120 715 8 420
2026-04-23 13F Unify Financial Advisors 28 369 12,84 1 979 17,11
2026-04-29 13F Richmond Investment Services, LLC 96 163 147,68 6 707 157,07
2026-05-13 13F Tobias Financial Advisors, Inc. 400 843 0,83 27 959 4,62
2026-04-30 13F Financial Freedom, LLC 4 154 5,51 290 9,47
2026-04-09 13F PFS Partners, LLC 186 0,54 13 0,00
2026-05-01 13F Patten & Patten Inc/tn 6 646 3,57 464 7,42
2026-05-15 13F Strive Financial Group ,LLC 26 314 9,13 1 835 13,27
2026-05-05 13F Putnam Fl Investment Management Co 1 209 143 13 767,91 84 338 14 291,98
2026-04-27 13F Certior Financial Group, Llc 3 581 250
2026-05-14 13F Tempo Wealth, LLC 7 591 3,73 529 7,74
2026-04-22 13F Stone Point Wealth LLC 68 989 5,89 4 812 9,87
2026-04-09 13F Leverty Financial Group, LLC 437 551 0,85 30 519 4,65
2026-05-15 13F Huntington National Bank 2 876 7 004 479,80
2026-05-04 13F Hexagon Capital Partners LLC 12 761 23,08 890 27,87
2026-05-06 13F Windward Private Wealth Management Inc. 4 904 29,02 342 34,12
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 13 685 3,08 955 6,95
2026-04-29 13F Kaydan Wealth Management, Inc. 12 278 6,25 856 10,31
2026-05-18 13F Hamilton Wealth, LLC 71 235 2 148,58 4 969 2 243,40
2026-04-28 13F Fortitude Advisory Group L.L.C. 5 219 5,22 364 9,31
2026-04-28 13F Probity Advisors, Inc. 182 019 0,04 12 696 3,80
2026-06-01 13F Integrated Investment Consultants, LLC 60 251 723,78 4 203 755,80
2026-05-07 13F VisionPoint Advisory Group, LLC 30 387 17,62 2 119 22,06
2026-05-11 13F SCS Capital Management LLC 601 676 4,07 41 967 7,98
2026-04-01 13F Bangor Savings Bank 21 385 1,11 1 492 4,93
2026-04-14 13F Nova Wealth Management, Inc. 1 248 87
2026-04-28 13F Abel Hall, LLC 4 553 0,40 318 4,28
2026-04-08 13F Dynamic Advisor Solutions LLC 39 795 2,03 2 776 5,88
2026-05-11 13F Atlas Legacy Advisors, LLC 15 856 7,53 1 106 11,50
2026-04-30 13F Elevated Capital Advisors, LLC 848 83,15 59 90,32
2026-05-05 13F Marks Group Wealth Management, Inc 242 992 7,74 16 949 11,79
2026-05-07 13F Northwestern Mutual Wealth Management Co 19 440 275 6,02 1 355 959 10,01
2026-04-09 13F VERITY Wealth Advisors 15 852 30,73 1 106 35,58
2026-04-23 13F 3Chopt Investment Partners, LLC 7 428 0,30 518 4,23
2026-04-29 13F Golden Road Advisors Llc 3 500 5,07 244 9,42
2026-05-21 13F Essential Partners LLC 30 120 28,19 2 101 33,00
2026-04-13 13F Augustine Asset Management Inc 6 049 22,05 422 26,43
2026-05-08 13F Valeo Financial Advisors, LLC 2 956 984 0,91 206 250 4,71
2026-04-27 13F Citizens & Northern Corp 332 751 0,33 23 209 4,10
2026-04-29 13F Cary Street Partners Financial Llc 11 110 22,68 775 27,30
2026-05-13 13F South Plains Financial, Inc. 72 055 19,72 5 026 24,23
2026-05-08 13F Highview Capital Management LLC/DE/ 8 408 0,56 586 4,27
2026-05-11 13F Wells Fargo & Company/mn 87 384 260 13,93 6 095 052 18,21
2026-05-11 13F Timmons Wealth Management, LLC 54 986 1,19 3 835 5,01
2026-05-12 13F Northwest Bancshares, Inc. 16 335 0,60 1 139 4,40
2026-04-22 13F Essential Planning, LLC. 28 263 18,92 1 971 23,42
2026-04-28 13F Winthrop Capital Management, LLC 80 044 6,49 6 0,00
2026-04-08 13F Miracle Mile Advisors, LLC 219 323 10,22 15 298 14,37
2026-05-15 13F MidFirst Bank 45 572 28,53 3 179 33,36
2026-05-08 13F Asset Management One Co., Ltd. 7 184 416 2,03 501 113 5,87
2026-05-14 13F Baird Financial Group, Inc. 2 432 761 0,80 169 685 4,60
2026-05-05 13F Net Worth Advisory Group 12 753 1,67 889 5,46
2026-05-07 13F Confluence Wealth Services, Inc. 11 691 1,30 815 5,16
2026-04-30 13F Mascoma Wealth Management LLC 939 53,93 65 58,54
2026-04-17 13F Anchyra Partners Llc 4 164 12,15 290 16,47
2026-04-22 13F Motco 4 362 20,20 304 25,10
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 1 801 448 5,26 125 651 9,23
2026-05-01 13F Hantz Financial Services, Inc. 1 062 41,60 0
2026-05-04 13F NWF Advisory Services Inc. 4 948 42,92 345 48,71
2026-04-20 13F Inscription Capital, LLC 6 025 1,24 420 5,00
2026-04-30 13F Left Brain Wealth Management, LLC 47 409 3 307
2026-05-12 13F Omega Financial Group, LLC 149 522 4,67 10 429 8,61
2026-05-06 13F BOCHK Asset Management Ltd 1 120 78
2026-04-21 13F Trevian Wealth Management LLC 47 473 3,16 3 311 7,05
2026-05-14 13F Us Bancorp \de\ 29 529 985 2,03 2 059 743 5,87
2026-05-08 13F Maple Capital Management, Inc. 272 717 19 022
2026-05-14 13F Klingman & Associates, LLC 484 089 5,08 33 765 9,04
2026-04-27 13F Moneywise, Inc. 37 767 17,70 2 634 22,17
2026-05-13 13F Capital Group Private Client Services, Inc. 73 683 0,17 5 139 3,94
2026-05-06 13F Main Street Group, LTD 21 1
2026-05-05 13F SOUTH STATE Corp 5 429 1,61 379 5,29
2026-05-14 13F Endeavor Private Wealth, Inc. 156 925 5,90 10 946 9,89
2026-05-11 13F Catalyst Financial Partners Llc 263 795 7,92 18 400 11,98
2026-05-11 13F Bailard, Inc. 20 868 2,10 1 456 5,97
2026-04-20 13F CWA Asset Management Group, LLC 22 058 12,22 1 539 16,43
2026-04-28 13F Berger Financial Group, Inc 9 239 0,14 644 3,87
2026-05-06 13F Eq Llc 362 131 54,12 25 259 59,92
2026-05-11 13F REAP Financial Group, LLC 14 105 11,53 984 15,65
2026-05-02 13F Auxano Advisors, LLC 27 703 0,11 1 932 3,87
2026-01-29 13F Comerica Bank 1 356 146 12,57 91 160 14,79
2026-05-13 13F Mackenzie Financial Corp 11 040 5,14 770 9,07
2026-04-13 13F Richard P Slaughter Associates Inc 154 132 28,68 10 751 33,52
2026-02-13 13F Sei Investments Co 9 479 476 0,32 637 209 2,29
2026-04-14 13F West Branch Capital LLC 495 10,49 35 13,33
2026-04-16 13F Montecito Bank & Trust 17 086 0,92 1 192 4,66
2026-05-14 13F Mill Creek Capital Advisors, LLC 2 508 449 4,84 174 964 8,78
2026-04-08 13F Inspirion Wealth Advisors, Llc 8 295 1,22 579 5,09
2026-05-15 13F Segall Bryant & Hamill, Llc 6 242 451
2026-04-30 13F Donaldson Capital Management, Llc 4 260 15,45 297 19,76
2026-04-15 13F Redhawk Wealth Advisors, Inc. 48 495 3,77 3 382 7,67
2026-04-21 13F Avaii Wealth Management, Llc 4 673 7,01 326 10,92
2026-04-15 13F Activest Wealth Management 229 38,79 16 36,36
2026-04-21 13F Founders Capital Management 200 100,00 14 116,67
2026-05-04 13F Oasis Advisors, LLC 41 703 2 964
2026-05-15 13F Susquehanna International Group, Llp 4 204 420 2 582,88 293 258 2 683,92
2026-04-27 13F HB Wealth Management, LLC 57 961 20,26 4 043 24,79
2026-05-15 13F Susquehanna International Group, Llp Call 176 200 154,26 12 290 163,83
2026-05-15 13F Susquehanna International Group, Llp Put 38 800 536,07 2 706 560,00
2026-04-27 13F Koshinski Asset Management, Inc. 14 250 7,23 994 11,20
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 71 685 4,96 5 000 8,91
2026-04-29 13F Renasant Bank 34 586 72,14 2 412 78,67
2026-02-17 13F Snowden Capital Advisors LLC 187 193 9,95 12 583 12,12
2026-05-15 13F Van Diest Capital, LLC 10 248 80,80 715 87,40
2026-05-15 13F Wellington Management Group Llp 480 165 25,33 33 492 30,04
2026-05-06 13F Mechanics Financial Corp 89 762 7,33 6 261 11,37
2026-05-12 13F Crusonia Wealth Advisors LLC 9 264 15,73 646 20,07
2026-04-22 13F Bravera Wealth 2 200 191,39 153 206,00
2026-05-15 13F SIMA Wealth Partners, LLC 7 195 8,51 502 12,58
2026-04-24 13F Boston Trust Walden Corp 101 196 1 435,83 7 058 1 496,83
2026-05-05 13F West Michigan Advisors, Llc 5 004 6,15 349 10,44
2026-04-24 13F Able Wealth Management LLC 95 545 866,47 6 664 903,61
2026-05-12 13F Ausdal Financial Partners, Inc. 124 885 6,72 8 711 10,73
2026-05-04 13F J. Safra Sarasin Holding AG 1 585 189 2,43 110 559 6,28
2026-05-08 13F Marble Harbor Investment Counsel, LLC 2 960 206
2026-05-01 13F Connecticut Wealth Management, LLC 2 042 072 171,60 142 435 181,82
2026-04-27 13F Beacon Advisors Holdings, Llc 185 342 0,16 12 928 3,93
2026-05-08 13F Darden Wealth Group Inc 25 559 45,63 1 783 51,15
2026-05-15 13F Marquette Associates, Inc. 9 545 666
2026-05-19 13F Silicon Valley Capital Partners 638 45
2026-05-15 13F Pinney & Scofield, Inc. 6 344 0,79 442 4,49
2026-05-14 13F Horizon Investments, LLC 1 110 229 5,67 77 438 9,64
2026-05-11 13F Fourth Dimension Wealth, LLC 13 874 1,97 968 5,80
2026-04-22 13F Tepp RIA, LLC 95 937 6 692
2026-04-21 13F Maridea Wealth Management LLC 23 805 40,53 1 660 45,87
2026-04-29 13F WealthPlan Investment Management, LLC 531 492 39,82 37 072 45,08
2026-01-23 13F Bowman & Co S.C. 9 166 4,95 616 7,13
2026-04-27 13F Actinver Wealth Management, Inc. 74 202 32,08 5 176 37,05
2026-04-16 13F Strategic Advisory Partners, Llc 13 800 0,55 963 4,34
2026-05-11 13F RiverFront Investment Group, LLC 1 123 183 10,38 78 342 14,53
2026-05-15 13F Equitable Holdings, Inc. 607 461 6,13 40 836 6,14
2026-05-14 13F Hazlett, Burt & Watson, Inc. 2 958 4,05 0
2026-05-15 13F MAI Capital Management 2 359 105 4,25 164 548 8,17
2026-04-27 13F Lodestar Private Asset Management Llc 47 501 15,97 3 313 20,34
2026-05-15 13F Brown Advisory Inc 1 392 402 24,12 97 120 28,79
2026-04-30 13F Simplicity Wealth,LLC 263 682 2,79 18 392 6,66
2026-04-28 13F Stephens Inc /ar/ 10 695 46,91 746 52,35
2026-05-06 13F Cabot-Wellington, LLC 316 527 3,64 22 078 7,55
2026-04-14 13F SigFig Wealth Management, LLC 1 440 403 0,06 100 468 3,77
2026-04-17 13F Forbes Financial Planning, Inc. 43 747 6,86 3 051 10,86
2026-04-23 13F Oregon Pacific Wealth Management, LLC 59 516 25,21 4 151 29,92
2026-04-13 13F Cogent Private Wealth, Inc. 11 717 0,26 817 4,08
2026-04-28 13F Busey Wealth Management 41 345 9,30 2 884 13,41
2026-05-12 13F Asset One Wealth Management LLC 13 016 24,73 995 30,96
2026-05-14 13F Rockbridge Investment Management, LCC 429 197 2,92 29 937 6,79
2026-04-29 13F Alliance Wealth Management Group 160 843 5,98 11 226 10,01
2026-05-06 13F Atlantic Trust, LLC 1 544 9,27 108 13,83
2026-05-04 13F Retirement Planning Group 6 667 41,52 465 47,15
2026-05-15 13F Shufro Rose & Co Llc 34 067 1,76 2 376 5,60
2026-04-21 13F Trueblood Wealth Management, LLC 23 045 7,99 1 607 12,06
2026-05-13 13F O'shaughnessy Asset Management, Llc 417 910 104,37 29 149 112,07
2026-04-22 13F DDFG, Inc 44 446 0,12 3 100 3,89
2026-05-07 13F Sage Advisory Services, Ltd.Co. 106 101 27,52 7 401 32,33
2026-02-13 13F Colony Group, LLC 2 801 924 29,29 187 698 31,38
2026-04-24 13F Capital Asset Advisory Services LLC 92 599 6,80 7 180 17,92
2026-05-14 13F Galvin, Gaustad & Stein, LLC 144 150 46,35 10 054 51,87
2026-04-10 13F Cassilly Financial Group LLC 20 111 2,31 1 403 6,13
2026-05-14 13F North Dallas Bank & Trust Co 4 780 16,30 333 20,65
2026-05-05 13F Prosperity Consulting Group, LLC 137 441 43,10 9 586 48,48
2026-05-12 13F Tufton Capital Management 11 944 5,94 1
2026-04-29 13F Clare Market Investments LLC 13 000 907
2026-02-17 13F High Falls Advisors, Inc 406 202 24,86 27 305 27,32
2026-05-12 13F Partners Capital Investment Group, Llp 2 187 140 3,46 152 553 7,35
2026-05-15 13F Advisor Group Holdings, Inc. 3 572 002 17,17 249 226 21,55
2026-05-15 13F Wellspring Financial Advisors, LLC 873 978 14,65 38 578 24,21
2026-05-13 13F Synergy Financial Management, LLC 6 373 32,91 445 37,89
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 988 613 32,07 68 956 37,04
2026-05-04 13F Redwood Park Advisors LLC 432 30
2026-05-11 13F Amitell Capital Pte Ltd 61 057 93,12 4 259 100,38
2026-05-14 13F Nan Shan Life Insurance Co., Ltd. 456 506 31 841
2026-02-17 13F Glenmede Trust Co Na 321 174 8,04 21 589 34,57
2026-05-13 13F Daiwa Securities Group Inc. 469 500 20,48 32 748 125 850,00
2026-05-11 13F Portland Global Advisors LLC 253 371 0,88 17 673 4,67
2026-05-13 13F Heritage Wealth Advisors 1 002 921 11,88 69 954 16,09
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 53 434 13,90 3 707 17,54
2026-05-13 13F Banque Transatlantique SA 158 11
2026-05-12 13F M Holdings Securities, Inc. 51 748 5,29 4 33,33
2026-05-13 13F Elm Partners Management LLC 1 791 143 20,70 120 580 20,88
2026-05-06 13F Lockheed Martin Investment Management Co 1 020 000 2,72 71 145 6,59
2026-05-11 13F Godfrey Financial Associates, Inc. 1 385 45,03 97 50,00
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 7 245 1,39 505 5,21
2026-05-14 13F TRB Wealth Management, LLC 10 145 708
2026-04-16 13F First Merchants Corp 101 361 17,68 7 070 22,09
2026-04-17 13F Blankinship & Foster, LLC 19 888 0,81 1 387 4,60
2026-04-15 13F Belleair Asset Management, LLC 19 678 0,17 1 373 3,94
2026-04-08 13F Icapital Wealth Llc 31 897 2 225
2026-04-21 13F Aurdan Capital Management, LLC 8 380 1,70 585 5,61
2026-05-01 13F Advisors Capital Management, LLC 18 188 0,56 1 269 4,36
2026-05-13 13F Heritage Trust Co 26 616 14,49 1 856 18,82
2026-04-23 13F Farmers & Merchants Investments Inc 2 444 70,19 170 77,08
2026-05-12 13F Strategic Wealth Partners, Ltd. 16 588 13,49 1 157 17,82
2026-04-23 13F Marquette Asset Management, LLC 465 32
2026-05-11 13F PCA Investment Advisory Services Inc. 14 130 2,73 986 6,60
2026-05-01 13F Avid Wealth Partners LLC 118 272 4,64 8 249 8,58
2026-05-07 13F Regimen Wealth, Llc 22 927 14,78 1 599 19,15
2026-05-11 13F Haverford Trust Co 2 947 980 2,27 205 622 6,12
2026-05-13 13F Ubs Asset Management Americas Inc 5 287 290 310,70 368 788 326,16
2026-05-13 13F Adviser Investments LLC 140 034 15,15 9 767 19,49
2026-05-01 13F Holistic Planning, LLC 3 562 248
2026-04-30 13F Hassell Wealth Management, LLC 9 620 0,03 671 -1,61
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 839 785 47,27 58 575 52,82
2026-04-21 13F Madson Wealth Advisors Inc 11 455 799
2026-05-04 13F RAM Investment Partners, LLC 4 002 1,27 279 5,28
2026-04-09 13F Goelzer Investment Management, Inc. 11 556 189,84 806 200,75
2026-05-13 13F Mariner, LLC 8 698 552 4,32 605 958 8,10
2026-05-13 13F Callan Family Office, LLC 187 818 68,02 13 100 74,36
2026-02-12 13F NDVR, Inc. 8 719 0,57 586 2,63
2026-05-04 13F Archer Investment Corp 459 148,11 32 158,33
2026-05-12 13F Rathbone Brothers plc 49 311 10,43 3 439 14,60
2026-05-01 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3 718 473 259 363
2026-04-17 13F Forefront Wealth Partners, LLC 41 934 229,38 2 925 241,99
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 110 760 41,66 7 726 47,00
2026-05-11 13F RWM Asset Management, LLC 4 712 58,92 329 52,56
2026-05-15 13F Talisman Wealth Advisors LLC 14 552 10,33 1 015 14,43
2026-05-15 13F/A Independent Financial Group, Llc 111 306 59,71 7 764 65,73
2026-05-14 13F Rare Wolf Capital LLC 11 157 0,02 778 3,87
2026-04-20 13F Kestra Private Wealth Services, Llc 411 337 1,33 28 691 5,15
2026-05-08 13F Quantify Chaos Advisors, Llc 4 297 2,60 300 6,41
2026-04-22 13F Avantra Family Wealth, Inc. 18 098 1,02 1 262 4,82
2026-05-01 13F Diversify Wealth Management, Llc 286 067 53,19 22 019 67,32
2026-04-27 13F Exencial Wealth Advisors, Llc 545 669 4,97 38 060 8,92
2026-04-16 13F Cornerstone Management, Inc. 85 239 2,46 5 945 6,31
2026-04-13 13F First Hawaiian Bank 233 174 8,28 16 264 12,35
2026-04-15 13F AlphaStar Capital Management, LLC 5 691 4,38 397 8,20
2026-05-14 13F Level Four Advisory Services, Llc 44 886 7,83 3 131 11,87
2026-05-13 13F State Farm Mutual Automobile Insurance Co 256 586 31,12 17 897 36,06
2026-04-07 13F Pathway Financial Advisors LLC 527 586 10,45 36 699 9,40
2026-04-30 13F BRYN MAWR TRUST Co 31 386 22,19 2 189 26,83
2026-04-13 13F Hm Payson & Co 5 175 3,11 361 6,82
2026-04-22 13F Continuum Advisory, LLC 41 934 0,62 2 925 4,39
2026-04-13 13F Accelerate Investment Advisors LLC 27 461 4,95 1 915 8,93
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1 984 690 2,21 138 432 6,06
2026-05-15 13F Beacon Pointe Advisors, LLC 1 216 807 196,63 84 872 207,80
2026-05-15 13F Warren Averett Asset Management, LLC 335 900 7,65 23 429 11,70
2026-04-23 13F Emerald Advisors, LLC 173 761 7,93 12 120 12,00
2026-05-11 13F Fountainhead AM, LLC 5 203 178,68 363 189,60
2026-05-14 13F Integrity Wealth Advisors, Inc. 13 557 64,03 946 70,27
2026-05-07 13F Summit Global Investments 5 976 0
2026-04-20 13F Brandywine Oak Private Wealth Llc 135 526 5,73 9 453 9,70
2026-05-01 13F Financial Connections Group, Inc. 70 0
2026-05-05 13F UBS Group AG Call 186 609 13 016
2026-05-05 13F UBS Group AG 37 646 267 161,66 2 625 827 171,51
2026-05-11 13F Linscomb & Williams, Inc. 12 925 902
2026-04-28 13F SBI Securities Co., Ltd. 2 451 9,32 171 13,33
2026-04-07 13F Farther Finance Advisors, LLC 1 509 237 18,04 106 069 23,41
2026-05-15 13F Optiver Holding B.V. 8 631 602
2026-05-04 13F Rogco, Lp 137 083 0,17 9 562 3,94
2026-04-10 13F YHB Investment Advisors, Inc. 120 029 4,90 8 372 8,85
2026-04-16 13F Upper Left Wealth Management, LLC 16 446 9,86 1 147 14,02
2026-04-21 13F Cambient Family Office, Llc 26 396 20,62 1 841 25,15
2026-05-13 13F Avail Investment Partners, LLC 12 311 1
2026-05-11 13F Pathstone Holdings, LLC 1 562 950 15,23 109 015 19,57
2026-04-13 13F Sherman Wealth Management LLC 24 022 6,74 1 676 10,78
2026-05-08 13F Vanguard National Trust Co 12 727 888
2026-05-14 13F Aspirean Wealth, LLC 118 235 1,51 8 247 5,33
2026-05-12 13F Rsm Us Wealth Management Llc 1 145 992 5,09 79 929 8,77
2026-04-14 13F Well Done, LLC 21 007 31,11 1 465 36,15
2026-05-11 13F Great Valley Advisor Group, Inc. 67 136 52,81 4 682 58,55
2026-05-04 13F Westside Investment Management, Inc. 53 916 3,35 3 760 7,15
2026-04-28 13F Stratos Wealth Advisors, LLC 155 554 0,95 10 850 4,75
2026-05-11 13F Elevate Wealth Advisory, Inc 89 425 5,16 6 237 9,11
2026-04-23 13F Bigelow Investment Advisors, LLC 20 814 9,80 1 452 13,89
2026-05-13 13F Gibbs Wealth Management 5 229 365
2026-05-15 13F Glen Eagle Advisors, LLC 5 608 6,66 391 10,76
2026-04-15 13F Fifth Third Securities, Inc. 70 293 12,35 4 903 16,58
2026-04-17 13F AdvisorNet Financial, Inc 106 069 2,98 7 398 6,86
2026-05-01 13F Midwest Trust Co 295 306 6,36 20 598 10,36
2026-05-14 13F HighPoint Advisor Group LLC 16 559 7,18 1 155 11,18
2026-05-13 13F River Wealth Advisors LLC 209 199 43,92 14 592 49,34
2026-04-15 13F Single Point Partners, LLC 158 237 0,51 11 037 4,30
2026-05-13 13F Bank Of Montreal /can/ 9 020 598 29,50 629 187 34,37
2026-04-20 13F Independent Wealth Network Inc. 8 087 9,43 564 13,71
2026-04-29 13F Financial Life Advisors 6 307 50,67 440 56,23
2026-04-28 13F Howe & Rusling Inc 15 789 9,21 1 101 13,39
2026-04-17 13F Morris Financial Concepts, Inc. 24 828 7,72 1 732 11,75
2026-05-13 13F Green Harvest Asset Management LLC 9 330 64,41 651 70,60
2026-05-13 13F Syon Capital Llc 664 819 24,90 46 371 29,60
2026-05-15 13F Peterson Wealth Management 1 485 104
2026-04-29 13F Montag A & Associates Inc 20 847 843,73 1 454 882,43
2026-05-13 13F Scotia Capital Inc. 377 570 37,21 26 336 42,38
2026-04-27 13F Platform Technology Partners 3 579 250
2026-05-04 13F Texas Yale Capital Corp. 119 070 1,38 8 305 5,21
2026-04-29 13F Cvfg Llc 3 142 219
2026-04-17 13F Defined Wealth Management, Llc 87 434 2,37 6 099 6,22
2026-05-05 13F Ethos Financial Group, LLC 15 773 17,11 1 095 20,99
2026-05-07 13F Key Capital Management, INC 51 816 77,61 3 614 84,29
2026-04-06 13F Rosenberg Matthew Hamilton 76 637 0,34 5 345 4,13
2026-04-16 13F EdgeRock Capital LLC 5 617 18,80 392 23,34
2026-05-15 13F Pointe Capital Management LLC 96 689 2,47 6 744 6,34
2026-04-10 13F Pure Financial Advisors, Inc. 555 832 6,38 38 769 10,38
2026-05-05 13F Black Diamond Financial, LLC 168 232 7,07 11 734 11,10
2026-05-13 13F Keystone Financial Group 286 188 16,68 19 993 21,26
2026-05-04 13F Northland Securities, Inc. 10 224 19,75 713 24,43
2026-04-20 13F Dopkins Wealth Management, Llc 5 209 0,54 363 4,31
2026-05-12 13F Atlantic Union Bankshares Corp 133 729 35,30 9 328 40,38
2026-04-13 13F Garrett Investment Advisors LLC 18 497 9,75 1 290 13,96
2026-04-17 13F Presilium Private Wealth, Llc 4 535 15,28 316 19,70
2026-04-20 13F Leeward Financial Partners, LLC 34 845 2 430
2026-04-13 13F Compass Ion Advisors, LLC 6 379 1,13 445 4,72
2026-05-01 13F Blume Capital Management, Inc. 700 49
2026-04-20 13F Cardinal Point Capital Management, ULC 3 412 238
2026-04-22 13F Norris Perne & French Llp/mi 50 316 12,97 3 510 17,24
2026-04-02 13F Aspect Partners, LLC 151 583 26,99 10 573 31,75
2026-05-05 13F One Day In July LLC 12 858 6,22 897 10,21
2026-05-07 13F CVS HEALTH Corp 15 000 1 046
2026-04-10 13F Insight Wealth Strategies, LLC 185 574 61,39 12 944 67,46
2026-04-17 13F HHM Wealth Advisors, LLC 1 091 201,38 76 216,67
2026-05-08 13F Steward Partners Investment Advisory, Llc 4 509 997 37,27 314 572 42,44
2026-04-29 13F Odyssey Capital Advisors, Inc. 2 922 204
2026-04-20 13F Courier Capital Llc 100 060 2,34 6 979 6,19
2026-05-07 13F Bahl & Gaynor Inc 30 034 16,47 2 095 20,83
2026-05-01 13F American Trust 16 297 2,76 1 137 6,57
2026-05-04 13F Alta Wealth Advisors LLC 27 151 88,27 1 894 95,36
2026-04-01 13F Rowland & Co Investment Counsel/adv 4 639 324
2026-05-14 13F Lebenthal Global Advisors, LLC 77 578 5 411
2026-04-22 13F apricus wealth, LLC 5 275 3,43 368 7,31
2026-05-06 13F Keystone Financial Services 277 522 7,42 19 357 11,46
2026-05-13 13F Ci Investments Inc. 236 240 22,50 16 478 27,11
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 475 080 0,35 33 137 4,13
2026-04-16 13F First Community Trust Na 207 233,87 14 250,00
2026-04-23 13F Ewa, Llc 271 214 260,49 18 917 274,08
2026-05-06 13F Assetmark, Inc 9 297 033 4,11 648 468 8,03
2026-04-02 13F Stairway Partners, LLC 3 180 698 0,22 221 854 3,99
2026-04-24 13F Family Investment Center, Inc. 19 059 0,40 1 329 4,15
2026-04-21 13F Instrumental Wealth, Llc 3 448 21,71 240 10,60
2026-05-15 13F Integrated Wealth Concepts LLC 1 106 205 29,17 77 158 34,03
2026-05-04 13F Calamos Wealth Management LLC 31 835 2,77 2 220 6,63
2026-04-21 13F OneAscent Financial Services LLC 44 049 7,79 3 072 11,87
2026-04-21 13F Aaron Wealth Advisors LLC 642 173 19,13 44 792 23,61
2026-04-27 13F FSM Wealth Advisors, LLC 17 371 27,69 1 212 32,49
2026-04-21 13F Trust Co Of Virginia /va 5 480 5,57 382 9,77
2026-04-24 13F Alaska Permanent Capital Management 1 373 924 20,65 94 910 23,98
2026-02-09 13F Prairie Wealth Advisors, Inc. 0 230
2026-05-11 13F Condor Capital Management 271 201 4,51 18 916 8,44
2026-05-15 13F RMB Capital Management, LLC 444 396 46,19 30 997 51,69
2026-05-07 13F Legacy Wealth Managment, LLC/ID 1 320 39,39 92 46,03
2026-05-07 13F Rothschild Investment Llc 3 709 11,75 259 15,70
2026-04-21 13F Morton Capital Management LLC/CA 7 286 125,57 508 134,10
2026-04-10 13F Baker Tilly Financial, Llc 14 037 0,15 979 3,93
2026-04-22 13F Yoder Wealth Management, Inc. 2 945 205
2026-05-12 13F Jeter Robert S II 4 359 362
2026-01-07 13F Puff Wealth Management, Llc 27 837 53,09 1 921 60,27
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2 238 156
2026-05-15 13F Investment Counsel Co Of Nevada 4 262 2 096,91 297 2 184,62
2026-05-11 13F MainStreet Investment Advisors LLC 11 589 9,18 808 13,32
2026-05-05 13F IMC-Chicago, LLC 10 533 735
2026-04-15 13F Compagnie Lombard Odier SCmA 136 633 27,48 9 530 32,29
2026-05-11 13F Inspire Trust Co, N.a. 350 000 21,04 24 412 25,59
2026-04-28 13F Bogart Wealth, LLC 10 841 48,12 756 53,97
2026-05-13 13F Alpha Financial Partners, LLC 3 508 245
2026-05-14 13F JustInvest LLC 9 953 51,68 694 57,37
2026-05-13 13F PKS Advisory Services, LLC 4 924 1,40 343 5,21
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 24 734 5,10 1 725 9,11
2026-05-12 13F Creative Planning 77 654 854 1,81 5 416 426 5,64
2026-05-15 13F Perennial Investment Advisors, LLC 166 397 6,15 11 606 10,15
2026-05-15 13F Wick Capital Partners, LLC 22 901 51,61 2 926 20,16
2026-04-14 13F Nbc Securities, Inc. 24 669 5,50 1 721 9,48
2026-05-05 13F HighTower Advisors, LLC 3 192 744 6,44 222 694 10,44
2026-02-09 13F Financial Advisory Corp /ut/ /adv 357 771 17,08 24 20,00
2026-05-01 13F Ferguson Wellman Capital Management, Inc 707 493 49 348
2026-05-11 13F Kondo Wealth Advisors, Inc. 14 716 4,82 1 026 8,80
2026-04-20 13F Boyd Wealth Management, LLC 29 817 0,02 2 080 3,79
2026-04-28 13F Fundamentun, Llc 7 681 79,09 536 85,76
2026-04-16 13F Center For Asset Management LLC 43 747 19,70 3 051 24,23
2026-04-22 13F Apollon Financial, LLC 64 272 26,48 4 483 31,24
2026-05-08 13F Smithfield Trust Co 339 527 1,06 24 4,55
2026-05-15 13F Cresset Asset Management, LLC 1 163 812 7,79 81 165 11,83
2026-04-17 13F Total Clarity Wealth Management, Inc. 11 832 45,05 825 50,55
2026-05-12 13F Reyes Financial Architecture, Inc. 479 7,64 33 13,79
2026-04-20 13F MBM Wealth Consultants, LLC 497 35
2026-04-07 13F O'Keefe Stevens Advisory, Inc. 9 066 632
2026-04-21 13F International Private Wealth Advisors LLC 20 149 6,55 1 405 10,54
2026-05-15 13F Peapack Gladstone Financial Corp 369 821 12,58 26 13,64
2026-05-06 13F Advisortrust Partners, Llc 5 562 36,62 388 41,76
2026-02-17 13F Tolleson Wealth Management, Inc. 26 615 32,94 1 789 35,63
2026-04-22 13F Storen Legacy Partners, LLC 165 905 11 572
2026-04-09 13F OFS Enterprise LLC 10 437 728
2026-05-15 13F Talon Private Wealth, LLC 8 212 19,31 573 38,50
2026-05-12 13F Dynamic Financial Group 4 362 36,14 304 41,40
2026-04-17 13F Aspire Growth Partners LLC 15 933 3,51 1 111 7,45
2026-04-30 13F Independence Bank of Kentucky 15 012 7,96 1 047 12,10
2026-05-12 13F Chicago Wealth Management, Inc. 99 330 6 928
2026-05-14 13F Financial Advisors Network, Inc. 153 366 2,07 10 697 5,91
2026-04-09 13F Elmwood Wealth Management, Inc. 101 818 67,33 7 102 73,62
2026-05-05 13F Crestwood Advisors Group LLC 188 998 7,96 13 182 12,02
2026-05-11 13F Commerce Bank 784 033 26,72 54 686 31,49
2026-05-15 13F Destination Wealth Management 1 409 584 9,58 98 318 13,70
2026-05-22 13F Wellington Grp LLC 7 596 28,09 530 32,91
2026-06-01 13F Flagship Wealth Advisors, Llc 3 156 189
2026-04-09 13F ASL Financial, LLC 13 113 14,73 915 19,01
2026-04-10 13F FORM Wealth Advisors, LLC 800 452 48,20 55 831 53,78
2026-04-20 13F Investment Research & Advisory Group, Inc. 13 416 0,52 936 4,24
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 32 043 330,28 2 235 346,80
2026-05-15 13F Ameriflex Group, Inc. 1 265 5,86 88 10,00
2026-04-14 13F Madrona Financial Services, LLC 224 549 82,10 15 662 88,95
2026-05-13 13F GW&K Investment Management, LLC 4 504 14,08 0
2026-05-14 13F Ade, Llc 27 075 0,94 1 888 4,71
2026-04-08 13F Community Financial Services Group, LLC 1 072 75
2026-04-20 13F ABLE Financial Group, LLC 29 554 2,15 2 061 6,02
2026-05-14 13F Zacks Investment Management 13 677 82,48 954 89,46
2026-05-12 13F One Capital Management, LLC 155 412 20,00 10 840 24,53
2026-05-14 13F Nicolet Bankshares Inc 65 304 407,77 4 559 427,55
2026-05-15 13F Quantinno Capital Management LP 222 377 17,11 15 511 21,51
2026-04-24 13F Flagship Private Wealth, LLC 3 927 274
2026-05-07 13F Crewe Advisors LLC 103 225 51,69 7 200 57,39
2026-04-28 13F Sage Rhino Capital Llc 91 415 6,07 6 376 10,06
2026-04-13 13F Lee Financial Co 15 667 0,28 1 093 4,00
2026-04-29 13F Integrity Investment Advisors, LLC 5 569 388
2026-04-08 13F Fermata Advisors, LLC 3 557 10,67 248 14,81
2026-04-23 13F First Pacific Financial 241 133,98 17 166,67
2026-04-28 13F Westfuller Advisors, LLC 10 11,11 1
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1 357 051 3,89 95 8,05
2026-05-07 13F Capital Performance Advisors Llp 77 860 5,71 5 431 9,67
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 92 545 2,95 6 455 6,82
2026-04-28 13F Kiley Juergens Wealth Management, Llc 4 380 306
2026-06-03 13F CoreFirst Bank & Trust 56 019 0,03 3 907 3,80
2026-04-17 13F Stewardship Advisors, LLC 11 740 10,46 819 14,57
2026-04-13 13F Winthrop Advisory Group LLC 149 752 9,44 10 445 13,56
2026-05-15 13F Fairview Capital Investment Management, Llc 199 086 81,28 13 886 88,11
2026-05-13 13F Capital Advisor Network LLC 3 552 248
2026-05-15 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 393 757 20,48 27 465 25,01
2026-05-11 13F Rossby Financial, LCC 37 379 405,05 2 627 428,57
2026-05-01 13F Strategic Wealth Advisors LLC 18 082 257,42 1
2026-05-15 13F EFG International AG 28 997 2 023
2026-05-01 13F Coordinated Financial Services, Inc. 18 959 3,99 1 322 7,92
2026-05-12 13F CIBC Bancorp USA Inc. 65 098 40,43 4 541 48,61
2026-05-14 13F Purewater Capital LLC 45 716 3 189
2026-05-14 13F Ieq Capital, Llc 182 644 24,24 12 739 28,92
2026-05-15 13F Charles Schwab Investment Management Inc 13 889 171 28,39 968 770 33,23
2026-05-08 13F Allegiance Financial Group Advisory Services LLC 120 636 8,42 8 412 12,46
2026-04-27 13F Td Private Client Wealth Llc 1 060 953 25,62 74 002 30,35
2026-05-11 13F Collier Financial 5 499 4,66 384 8,50
2026-05-14 13F Traynor Capital Management, Inc. 6 885 18,73 463 19,02
2026-05-04 13F Bedel Financial Consulting, Inc. 3 748 261
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 33 506 35,54 2 337 40,70
2026-04-23 13F Harbor Investment Advisory, Llc 19 192 157,51 1 339 167,60
2026-04-07 13F First Financial Corp /in/ 1 327 2,31 93 5,75
2026-04-22 13F Wetzel Investment Advisors, Inc. 71 241 1,16 4 969 4,99
2026-05-13 13F Daner Wealth Management, LLC 6 732 0,66 542 8,85
2026-05-05 13F Noesis Capital Mangement Corp 6 767 11,08 472 15,16
2026-04-09 13F Thrive Wealth Management, LLC 36 036 3,07 2 514 6,94
2026-05-12 13F Baker Avenue Asset Management, LP 9 007 10,65 628 14,81
2026-05-15 13F Jones Financial Companies Lllp 20 057 125 8,02 1 361 822 9,10
2026-05-08 13F Moors & Cabot, Inc. 41 599 3,54 2 902 7,44
2026-05-15 13F CI Private Wealth, LLC 2 003 455 0,10 135 925 1,05
2026-05-07 13F First National Trust Co 181 906 422,67 12 688 442,41
2026-05-14 13F Capital Planning Advisors, LLC 471 250 2,38 32 870 6,23
2026-04-22 13F Caldwell Trust Co 1 851 11,78 129 16,22
2026-05-12 13F First American Trust, Fsb 253 962 1 711,81 17 714 1 780,47
2026-04-28 13F Berkshire Bank 79 807 15,31 5 567 19,65
2026-05-15 13F Vestmark Advisory Solutions, Inc. 818 382 8,06 57 082 12,13
2026-04-27 13F Wbh Advisory Inc 136 447 12,83 9 589 17,97
2026-05-11 13F Tulsa Wealth Advisors, INC 10 528 734
2026-05-15 13F Clark Capital Management Group, Inc. 24 808 9,25 1 730 13,37
2026-05-05 13F Gentry Private Wealth, Llc 46 301 363,33 3 229 381,22
2026-04-03 13F Box Hill Private Wealth LLC 63 937 25,46 4 460 30,19
2026-04-29 13F Proactive Wealth Strategies LLC 3 244 226
2026-04-21 13F HCR Wealth Advisors 263 874 1,99 18 405 5,83
2026-05-01 13F Anchor Investment Management, LLC 1 713 2,09 119 6,25
2026-05-15 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 4 000 279
2026-05-12 13F Americana Partners, LLC 115 302 14,26 8 042 18,56
2026-04-24 13F Essex Financial Services, Inc. 9 521 24,59 664 29,43
2026-05-04 13F Stage Harbor Financial, Llc 5 457 14,04 381 18,38
2026-05-14 13F Main Management LLC 55 271 251,93 4 200,00
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 11 596 585,34 809 615,04
2026-04-08 13F Capital Advisors Wealth Management, LLC 198 992 2 268,67 13 880 2 360,82
2026-04-08 13F M.e. Allison & Co., Inc. 4 570 319
2026-05-04 13F AMG National Trust Bank 217 489 25,87 15 170 30,61
2026-04-13 13F LexAurum Advisors, LLC 14 716 19,24 1 026 26,20
2026-04-17 13F Signal Advisors Wealth, LLC 37 629 18,67 2 625 23,13
2026-05-12 13F Pcg Asset Management, Llc 9 204 14,46 642 16,97
2026-05-05 13F PFG Advisors 17 122 16,36 1 194 20,73
2026-04-21 13F Sunpointe, LLC 4 951 2,25 345 6,15
2026-05-14 13F Fft Wealth Management Llc 49 536 62,48 3 455 68,62
2026-04-22 13F Gemmer Asset Management LLC 4 682 13,45 327 17,69
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 3 405 11,97 238 16,18
2026-05-15 13F Old Mission Capital Llc 8 920 272 622 189
2026-05-12 13F Advyzon Investment Management, LLC 161 592 38,02 11 271 43,21
2026-05-14 13F Orion Capital Management LLC 67 31,37 5 33,33
2026-04-06 13F Old Port Advisors 3 886 17,12 271 21,52
2026-04-27 13F ATLas Financial Planning LLC 2 922 204
2026-04-01 13F Burkett Financial Services, Llc 159 11
2026-05-14 13F Adventist Health System Sunbelt Healthcare Corp 1 139 900 36,79 79 508 41,94
2026-05-07 13F Advisor OS, LLC 76 367 5 327
2026-05-11 13F Founders Financial Alliance, LLC 11 969 37,81 835 43,05
2026-05-13 13F Jaffetilchin Investment Partners, LLC 125 776 182,13 8 773 192,79
2026-04-16 13F Intergy Private Wealth, LLC 63 610 0,39 4 437 4,16
2026-05-01 13F Symphony Financial, Ltd. Co. 51 578 56,29 3 582 61,38
2026-05-14 13F Main Management ETF Advisors, LLC 497 980 18,88 35 21,43
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 130 265 2 969,39 9 086 3 087,72
2026-05-05 13F Regions Financial Corp 1 028 156 4,12 71 714 8,03
2026-05-14 13F Ballentine Partners, LLC 4 271 360 5,15 297 927 9,11
2026-04-28 13F Topor & Co. Korea 11 553 806
2026-05-13 13F Corsicana & Co. 31 127 4,04 1 680 -16,51
2026-02-06 13F Global Retirement Partners, LLC 489 467 62,55 32 902 65,76
2026-04-13 13F Neumann Capital Management, LLC 230 152 1,77 16 053 5,60
2026-05-06 13F Everest Management Corp. 5 286 19,32 369 23,91
2026-04-09 13F Life Line Wealth Management Llc 18 343 15,53 1 279 19,87
2026-04-10 13F Magnus Financial Group LLC 579 438 2,97 40 416 6,84
2026-04-24 13F Merited Wealth, LLC 3 329 25,10 232 30,34
2026-05-11 13F Makena Capital Management Llc 692 123 19,62 48 276 24,12
2026-05-07 13F Burk Holdings LLC 123 9
2026-04-27 13F Byrne Financial Freedom, Llc 3 703 258
2026-05-08 13F Vontobel Holding Ltd. 355 672 2,31 24 808 6,17
2026-04-16 13F Allegheny Financial Group LTD 3 715 0,73 259 4,86
2026-04-15 13F Iowa State Bank 277 958 30,24 19 388 35,14
2026-04-13 13F Massmutual Trust Co Fsb/adv 297 448 2,17 20 733 5,98
2026-05-12 13F Three Bridge Wealth Advisors, LLC 7 332 62,57 511 68,65
2026-05-12 13F Benjamin Edwards Inc 76 551 3,43 5 339 7,34
2026-04-17 13F Cidel Asset Management Inc 15 335 1 070
2026-05-14 13F Renaissance Technologies Llc 215 200 15 010
2026-05-12 13F Rakuten Investment Management, Inc. 647 368 100,00 42 532 100,00
2026-05-14 13F Capital Analysts, Inc. 1 040 370 1,67 73 5,88
2026-05-14 13F Twin Tree Management, LP 1 313 92
2026-05-14 13F Lbmc Investment Advisors, Llc 110 648 0,00 7 718 3,76
2026-02-13 13F Motiv8 Investments LLC 37 0
2026-04-06 13F Acima Private Wealth, Llc 214 310 0,10 14 948 3,87
2026-05-08 13F Vann Equity Management LLC 20 887 1 457
2026-04-20 13F Provenance Wealth Advisors, LLC 504 278,95 35 337,50
2026-05-04 13F Lincoln National Corp 1 636 819 53,10 114 168 58,86
2026-05-14 13F Retiremitten Financial Llc 1 778 124
2026-05-06 13F Sentinus, LLC 296 472 5,16 20 679 9,11
2026-01-14 13F ORG Partners LLC 39 089 57,93 2 628 53,27
2026-04-30 13F Titleist Asset Management, Llc 137 711 18,00 9 605 22,43
2026-05-13 13F Owl Creek Wealth Partners LLC 13 295 927
2026-05-14 13F Meridian Wealth Partners, LLC 286 940 1,99 20 014 5,84
2026-04-27 13F Hgk Asset Management Inc 8 750 610
2026-04-21 13F Chapin Davis, Inc. 10 822 3,34 755 7,25
2026-04-29 13F Frank, Rimerman Advisors LLC 11 550 0,17 806 3,87
2026-04-20 13F Naples Global Advisors, Llc 15 109 1,62 1 054 5,41
2026-05-08 13F Tillman Hartley LLC 18 703 0,02 1 305 3,74
2026-04-07 13F Retirement Wealth Solutions LLC 72 942 3,64 5 088 7,55
2026-05-13 13F Lloyd Advisory Services, LLC. 160 144 433,01 11 170 453,24
2026-05-06 13F TopTier Wealth Management, LLC 147 10
2026-04-22 13F Matauro, Llc 35 287 113,94 2 461 122,11
2026-05-08 13F Fire Capital Management LLC 18 161 1 267
2026-05-04 13F Sigma Planning Corp 150 782 9,51 10 517 13,53
2026-04-28 13F K2 Financial Inc. 24 440 0,12 1 904 11,74
2026-05-15 13F Eight 31 Financial Llc 35 650 1,84 2 487 5,65
2026-05-11 13F Thompson Siegel & Walmsley Llc 3 118 0
2026-05-11 13F Great Lakes Advisors, Llc 133 579 28,98 9 317 33,85
2026-02-05 13F Center for Financial Planning, Inc. 1 402 5,41 94 8,05
2026-05-06 13F Bessemer Group Inc 2 058 665 8,13 144 12,60
2026-05-12 13F Aspiriant, Llc 1 072 353 1,85 74 797 5,68
2026-05-14 13F VestGen Advisors, LLC 28 784 66,19 2 316 98,88
2026-04-20 13F Skyline Advisors, Inc. 52 066 3 632
2026-04-20 13F Crane Advisory, LLC 102 203 11,90 7 833 20,85
2026-05-12 13F Absolute Capital Management, LLC 66 539 15,07 4 641 19,40
2026-05-15 13F Summit Financial, LLC 399 985 60,75 27 899 66,79
2026-05-13 13F Natixis Advisors, L.p. 172 854 45,39 12 71,43
2026-05-14 13F David R. Rahn & Associates Inc. 172 730 54,06 12 048 59,86
2026-04-15 13F Journey Strategic Wealth Llc 50 945 8,46 3 553 12,54
2026-05-14 13F CIBC World Markets Inc. 19 299 2,97 1 346 6,91
2026-05-15 13F Excelsior Advisor Network LLC 9 335 1,21 651 5,17
2026-05-14 13F Allworth Financial LP 227 519 2,24 15 869 6,09
2026-04-13 13F Wolff Wiese Magana Llc 11 498 20,28 802 24,77
2026-04-06 13F Versant Capital Management, Inc 120 588 8 411
2026-05-12 13F Warwick Investment Management, Inc. 20 781 13,53 1 449 17,80
2026-04-27 13F LCW Services, LLC 10 943 25,34 763 30,20
2026-04-22 13F Financially in Tune, LLC 4 070 4,25 284 8,02
2026-04-17 13F Webster Bank, N. A. 161 062 4,55 11 234 8,50
2026-04-24 13F Cabot Wealth Management Inc 5 032 1,82 351 5,42
2026-05-14 13F LifePlan Investment Advisors, Inc. 68 541 2,46 4 781 6,32
2026-04-08 13F Lineweaver Wealth Advisors, LLC 200 011 1,71 13 951 5,54
2026-05-01 13F Cdkv Holdings Llc 844 0,72 59 3,57
2026-05-12 13F Dearborn Partners Llc 14 314 28,53 998 33,42
2026-05-15 13F Coral Wealth Management, LLC 84 446 5 890
2026-05-13 13F Calton & Associates, Inc. 10 996 138,73 767 147,90
2026-05-18 13F Centaurus Financial, Inc. 37 401 1,92 3 0,00
2026-05-18 13F Ashton Thomas Securities, Llc 251 369 17 530
2026-05-04 13F Carrera Capital Advisors 26 425 0,22 1 843 4,01
2026-04-08 13F Stephens Group Asset Management, Llc 262 867 10,50 18 335 14,65
2026-04-28 13F Argonautica Private Wealth Management, Inc 8 206 7,17 572 11,28
2026-04-22 13F Coastal Investment Advisors, Inc. 8 340 3,27 582 7,20
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 1 260 49,82 87 55,36
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 126 394 5,10 8 816 9,06
2026-05-15 13F Evergreen Wealth Solutions, LLC 30 012 2 093
2026-04-29 13F Lmcg Investments, Llc 458 847 0,62 32 005 4,41
2026-05-06 13F Angeles Wealth Management, Llc 12 892 13,17 899 17,52
2026-05-13 13F GeoWealth Management, LLC 27 049 24,99 1 887 29,71
2026-04-16 13F Warren Street Wealth Advisors, LLC 5 036 23,46 351 28,10
2026-05-15 13F 1607 Capital Partners, LLC 10 180 710
2026-04-24 13F Keystone Global Partners, LLC 20 713 1 445
2026-04-28 13F Robertson Stephens Wealth Management, LLC 1 685 804 21,27 117 585 25,84
2026-05-05 13F Covestor Ltd 1 291 5,22 0
2026-05-15 13F Headinvest, Llc 39 872 2,03 2 781 5,90
2026-04-20 13F Fiduciary Alliance LLC 11 260 14,16 859 29,56
2026-04-29 13F Harbour Capital Advisors, LLC 82 057 1,84 6 392 14,98
2026-05-15 13F Intesa Sanpaolo Wealth Management 29 750 2 075
2026-04-21 13F Sensible Money, LLC 22 432 2,78 1 565 6,61
2026-05-07 13F Rice Partnership, LLC 1 246 87
2026-05-11 13F Fortis Capital Management LLC 8 962 21,21 625 25,75
2026-05-13 13F Argent Trust Co 122 416 65,50 8 539 71,72
2026-05-15 13F Bragg Financial Advisors, Inc 3 917 273
2026-05-15 13F Purpose Unlimited Inc. 2 266 525,97 158 554,17
2026-05-13 13F Black Cypress Capital Management, LLC 9 722 7,19 678 11,33
2026-05-12 13F Disciplined Investments, LLC 49 048 0,70 3 421 4,49
2026-05-15 13F Two Sigma Securities, Llc 43 537 3 037
2026-02-12 13F CIBC Private Wealth Group, LLC 60 398 30,41 4 060 32,95
2026-04-29 13F Steele Capital Management, Inc. 77 388 0,34 5 398 4,11
2026-01-14 13F Clarius Group, LLC 108 160 22,46 7 271 24,87
2026-05-05 13F Frazier Financial Advisors, LLC 805 56
2026-05-06 13F Elyxium Wealth, LLC 53 511 24,45 3 732 29,13
2026-05-14 13F Atomi Financial Group, Inc. 91 912 68,09 6 411 74,42
2026-05-05 13F Clear Harbor Asset Management, LLC 8 565 15,31 597 19,64
2026-05-14 13F Lauterbach Financial Advisors, LLC 22 213 3,05 1 549 6,98
2026-05-12 13F Kirtland Hills Capital Management, Llc 2 935 229
2026-05-14 13F Bank of Marin 12 608 17,89 879 22,42
2026-05-14 13F Dorsey & Whitney Trust CO LLC 163 265 3,61 11 388 7,51
2026-05-12 13F Integras Partners LLC 10 995 7,36 767 11,34
2026-04-10 13F Naviter Wealth, LLC 4 382 1,84 306 5,54
2026-05-12 13F Vestcor Inc 1 281 826 131,44 89 140,54
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 231 126 4,19 16 121 8,11
2026-04-03 13F Coastline Trust Co 7 372 19,44 514 24,15
2026-05-04 13F Copia Wealth Management 879 30,03 61 35,56
2026-04-16 13F Diversified Trust Co 30 013 15,47 2 093 19,81
2026-05-12 13F TIAA Wealth Investment Management LLC 17 919 365 1 206 332
2026-05-14 13F White Lighthouse Investment Management Inc. 4 663 32,36 325 37,71
2026-04-15 13F Fortitude Family Office, LLC 144 577 8,39 10 084 12,47
2026-05-14 13F Schroder Investment Management Group 21 957 1,63 1 478 1,58
2026-05-12 13F Matters Capital Llc 35 585 11,95 2 482 16,20
2026-05-15 13F Bank Of America Corp /de/ 219 869 621 26,92 15 335 906 31,70
2026-04-27 13F Tennessee Valley Asset Management Partners 5 269 74,01 367 80,79
2026-05-15 13F Gateway Wealth Partners, LLC 341 149 283,00 23 795 297,44
2026-05-12 13F Ark & Tlk Investments, Llc 71 542 38,37 4 990 43,60
2026-05-04 13F Two West Capital Advisors LLC 28 469 14,00 2 191 30,57
2026-05-13 13F BlackRock, Inc. 50 621 591 2,45 3 530 856 6,30
2026-04-16 13F Balboa Wealth Partners 4 510 315
2026-05-01 13F Harwood Advisory Group, LLC 389 27
2026-05-07 13F Meeder Advisory Services, Inc. 1 485 283 7,32 103 598 11,35
2026-04-27 13F Mount Yale Investment Advisors, LLC 344 818 24,32 24 051 29,00
2026-05-15 13F Morgan Stanley 126 259 202 22,83 8 806 579 27,45
2026-04-06 13F GAMMA Investing LLC 423 794 19,53 29 560 24,03
2026-05-06 13F Dunhill Financial, LLC 6 346 22,27 443 27,01
2026-04-28 13F MBL Wealth, LLC 656 127 2,63 45 765 6,49
2026-04-28 13F Flagship Harbor Advisors, Llc 18 976 4,68 1 324 8,62
2026-05-01 13F Mutual Advisors, LLC 89 447 0,91 6 239 4,70
2026-05-08 13F LaSalle St. Investment Advisors, LLC 25 689 7,82 1 792 179 000,00
2026-05-07 13F Lowe Brockenbrough & Co Inc 449 411 2,47 31 346 6,33
2026-04-28 13F Golden State Equity Partners 14 199 93,37 990 100,81
2026-04-24 13F Keybank National Association/oh 3 946 368 11,47 275 260 15,67
2026-05-12 13F Stokes Family Office, LLC 42 357 7,10 2 954 11,14
2026-04-24 13F Medallion Wealth Advisors, LLC 428 448,72 30 480,00
2026-05-13 13F IF Advisors, LLC 8 279 175,14 577 185,64
2026-05-13 13F Parkside Financial Bank & Trust 38 169 12,24 2 662 16,50
2026-05-28 13F Blue Fin Capital, Inc. 41 788 54,33 2 915 60,11
2026-05-15 13F TCG Advisory Services, LLC 60 070 1,71 4 190 5,52
2026-04-20 13F Eagle Strategies LLC 64 414 433,85 4 493 453,88
2026-04-09 13F Camelot Technology Advisors, Inc. 85 757 14,79 5 982 19,12
2026-04-21 13F Meridian Financial, LLC 12 766 57,12 890 63,00
2026-05-08 13F Blair William & Co/il 402 463 10,03 28 072 14,17
2026-05-08 13F Roundview Capital LLC 17 435 1,59 1 216 5,46
2026-05-13 13F Geometric Wealth Advisors 24 330 11,93 1 697 16,15
2026-05-08 13F Prime Capital Investment Advisors, LLC 898 374 378,53 62 662 396,56
2026-04-30 13F Corrado Advisors, Llc 5 854 5,78 408 9,68
2026-05-07 13F Amara Financial, Llc. 55 588 36,42 3 877 41,55
2026-05-12 13F Bank of Jackson Hole Trust 75 449 0,23 5 263 3,99
2026-04-17 13F Certified Advisory Corp 6 785 61,09 473 67,14
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 12 180 3,43 850 7,33
2026-05-13 13F Measured Wealth Private Client Group, LLC 465 1 034,15 32 1 500,00
2026-05-04 13F Beckerman Institutional, LLC 5 708 5,84 398 9,94
2026-04-06 13F WASHINGTON TRUST Co 323 589 4,86 22 570 8,81
2026-04-21 13F Creative Capital Management Investments LLC 888 344,00 62 369,23
2026-04-23 13F Spinnaker Trust 46 220 79,13 3 224 85,87
2026-05-11 13F Resolute Wealth Advisor, Inc. 127 621 8 902
2026-05-13 13F Cove Private Wealth, LLC 25 043 9,42 1 747 13,52
2026-05-15 13F Harbour Investments, Inc. 120 852 269,00 8 426 282,78
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 3 770 263
2026-04-28 13F Quent Capital, LLC 896 948 1,76 62 562 5,59
2026-05-06 13F Spartan Wealth Advisory Services LLC 7 074 493
2026-04-21 13F Paradigm Financial Partners, Llc 37 920 47,77 2 645 53,36
2026-04-21 13F Financial Council Asset Management Inc 111 575 4,67 7 782 8,61
2026-04-27 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 6 873 267 122,42 479 410 130,79
2026-05-11 13F Seeds Investor Llc 13 162 1 004
2026-05-04 13F Wsfs Capital Management, Llc 62 330 7,97 4 348 12,04
2026-01-26 13F Pursuit Wealth Management LLC 9 078 610
2026-05-15 13F Bridgewater Associates, LP 1 342 944 5,61 93 670 9,58
2026-05-06 13F Crescent Grove Advisors, LLC 367 043 3,47 25 601 7,37
2026-02-04 13F VanderPol Investments L.L.C. 26 011 4,98 1 748 3,74
2026-04-29 13F Nilsine Partners, LLC 35 723 1,21 2 787 17,50
2026-05-08 13F Glenview Trust Co 233 746 0,49 16 304 4,27
2026-04-29 13F Skopos Labs, Inc. 29 479 231,19 2 056 243,81
2026-05-12 13F Independent Advisor Alliance 612 221 4 544,72 42 703 4 719,64
2026-04-27 13F Osborne Partners Capital Management, Llc 3 461 241
2026-04-16 13F Evolve Private Wealth, Llc 185 240 24,08 12 921 28,76
2026-05-07 13F Mason Street Advisors, Llc 43 520 3 036
2026-05-04 13F WJ Financial Advisors LLC 5 282 368
2026-05-05 13F Bank of New York Mellon Corp 20 828 872 29,49 1 452 814 34,36
2026-05-14 13F Evergreen Capital Management Llc 2 642 855 64,27 184 339 70,45
2026-05-15 13F Advisory Services Network, LLC 307 660 11,47 21 459 15,67
2026-05-15 13F Gotham Asset Management, LLC 1 227 381 21,07 85 610 25,63
2026-04-09 13F DHJJ Financial Advisors, Ltd. 3 328 89,85 232 98,29
2026-04-15 13F Trellis Wealth Advisors LLC 2 875 201
2026-02-03 13F Alpha Cubed Investments, LLC 8 359 562
2026-05-06 13F VSM Wealth Advisory, LLC 31 2
2026-05-04 13F First Foundation Advisors 772 603 19,39 53 889 23,89
2026-05-11 13F Federated Hermes, Inc. 113 000 10,78 7 882 14,95
2026-05-07 13F Lazard Freres Gestion S.A.S. 5 590 86,33 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 30 943 29,73 2 158 34,62
2026-04-27 13F Hi-Line Capital Management, LLC 190 395 11,20 13 280 15,39
2026-04-22 13F Matrix Asset Advisors Inc/ny 4 162 8,47 290 12,84
2026-04-24 13F Horizon Wealth Management, LLC 17 089 5,08 1 192 8,97
2026-04-23 13F SMART Wealth LLC 22 407 70,41 1 563 76,90
2026-05-14 13F Gamco Investors, Inc. Et Al 5 000 66,67 349 73,13
2026-05-11 13F Integrity Alliance, Llc. 363 899 4,80 25 382 8,75
2026-04-28 13F Ntv Asset Management Llc 16 857 24,32 1 176 28,98
2026-05-12 13F PCM Encore, LLC 85 866 7,76 5 989 11,82
2026-04-16 13F Smith, Salley & Associates 72 586 4,82 5 063 8,77
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 1 982 986 116,99 138 526 125,38
2026-04-22 13F Investment Advisory Group, LLC 6 500 1,36 453 5,10
2026-04-07 13F Eastern Bank 250 558 1 341,07 17 476 1 396,23
2026-04-24 13F Lynx Investment Advisory 9 346 97,80 652 105,36
2026-05-12 13F Wakefield Asset Management LLLP 160 590 0,03 11 201 3,80
2026-04-16 13F Flywheel Private Wealth LLC 175 202 1,78 12 220 5,61
2026-05-12 13F First Western Trust Bank 4 387 20,72 306 25,00
2026-05-15 13F Armis Advisers, LLC 15 905 0,57 1 305 20,63
2026-05-05 13F Fisher Asset Management, LLC 14 738 8,40 1 028 12,60
2026-04-08 13F RVW Wealth, LLC 2 948 206
2026-04-14 13F Palisade Asset Management, LLC 15 701 5,32 1 095 9,28
2026-05-14 13F Legacy Bridge, LLC 33 976 11,70 2 370 15,90
2026-04-09 13F Central Valley Advisors, Llc 2 972 207
2026-05-15 13F Citadel Advisors Llc Call 7 600 94,87 530 102,29
2026-04-08 13F Canandaigua National Corp 14 366 1 002
2026-04-22 13F Princeton Global Asset Management LLC 59 359 4,48 4 140 8,41
2026-04-28 13F Whittier Trust Co 1 047 404 16,45 73 465 16,30
2026-05-08 13F Vanguard Advisers Inc 24 917 1 738
2026-05-15 13F Citadel Advisors Llc Put 23 600 43,03 1 646 48,42
2026-05-15 13F Citadel Advisors Llc 1 102 212 76 879
2026-05-29 13F Keel Point, LLC 44 144 6,38 3 079 10,40
2026-05-04 13F Savant Capital, LLC 726 177 5,98 50 651 9,97
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 8 297 16,53 579 20,92
2026-02-10 13F Vantus Wealth LLC 30 704 2 064
2026-04-22 13F Gold Investment Management Ltd. 9 166 0,39 639 4,24
2026-05-19 13F McIlrath & Eck, LLC 1 306 341,22 91 378,95
2026-04-30 13F Myriad Asset Management Advisors LLC 1 141 003 122,75 79 585 131,14
2026-05-05 13F Ackerman Capital Advisors, LLC 183 347 24,08 12 788 28,76
2026-04-28 13F Stratos Wealth Partners, LTD. 1 565 087 4,20 109 165 8,12
2026-04-15 13F Aspen Investment Management Inc 14 616 16,53 1
2026-05-08 13F McAdam, LLC 14 544 0,34 1 014 4,11
2026-01-30 13F Caldwell Securities, Inc 230 6,98 15 7,14
2026-04-08 13F WealthCare Investment Partners, LLC 33 859 0,38 2 387 2,58
2026-04-27 13F Baer Investment Advisory LLC 33 752 2 354
2026-05-08 13F Addison Advisors LLC 186 25,68 13 33,33
2026-05-06 13F Avalon Trust Co 768 54
2026-05-11 13F Chilton Capital Management Llc 254 972 4,23 17 784 8,15
2026-04-23 13F Kagan Cocozza Asset Management 4 436 309
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 370 26
2026-05-07 13F Allium Financial Advisors, Llc 4 657 325
2026-04-21 13F Sequent Planning LLC 88 552 13,90 6 177 18,20
2026-02-10 13F Newport Capital Group, LLC 7 587 1 920
2026-04-22 13F Onyx Bridge Wealth Group LLC 8 182 0,13 571 3,83
2026-05-12 13F Portside Wealth Group, LLC 84 650 2 114,81 5 904 2 206,25
2026-04-21 13F Mesirow Financial Investment Management, Inc. 252 832 37,69 17 635 42,87
2026-04-21 13F Encompass Wealth Advisors, Llc 98 603 1,87 6 878 5,70
2026-04-27 13F Sound Income Strategies, LLC 21 919 34,73 1 540 33,56
2026-05-08 13F Evolution Wealth Advisors, LLC 87 873 3,14 6 129 7,02
2026-04-14 13F Lockerman Financial Group, Inc. 8 731 12,96 609 17,15
2026-05-13 13F Choate Investment Advisors 2 819 485 7 363,10 196 659 7 645,53
2026-04-21 13F FSA Investment Group, LLC 88 907 6 201
2026-04-14 13F Rf&l Wealth Management, Llc 52 072 1,14 3 632 4,97
2026-05-14 13F Vident Advisory, LLC 1 219 185 112,72 85 038 120,73
2026-05-04 13F N.E.W. Advisory Services LLC 606 45,67 42 55,56
2026-05-15 13F Royal Bank Of Canada 8 868 236 15,43 618 560 19,77
2026-04-15 13F Register Financial Advisors LLC 3 118 13,38 217 17,93
2026-05-08 13F Endowment Wealth Management, Inc. 49 140 12,49 3 428 16,72
2026-04-13 13F Ayalon Holdings Ltd. 394 104 36,00 27 42,11
2026-05-11 13F Brooklyn FI, LLC 151 583 3,20 10 573 7,09
2026-04-29 13F Nicholas Hoffman & Company, LLC. 8 203 2,29 572 6,12
2026-04-27 13F Cape Ann Savings Bank 25 090 110,95 1 750 119,02
2026-04-17 13F Summit Wealth Partners, LLC 12 078 3,56 842 7,40
2026-01-16 13F Oldfather Financial Services, LLC 10 690 719
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 183 411 5,71 12 793 9,69
2026-04-15 13F Parsons Capital Management Inc/ri 5 828 29,08 406 33,99
2026-05-11 13F Oxford Wealth Group, LLC 52 128 3 636
2026-04-14 13F Shrier Wealth Management, Llc 12 418 0,73 866 4,59
2026-05-15 13F Transamerica Financial Advisors, Inc. 25 429 3,14 1 774 7,00
2026-05-01 13F Summit Place Financial Advisors, LLC 23 672 1 651
2026-05-04 13F Checchi Capital Advisers, LLC 199 294 2,52 13 901 6,37
2026-05-06 13F Meridian Wealth Management, LLC 20 802 23,10 1 451 27,75
2026-04-17 13F First Citizens Asset Management, Inc. 106 046 1,65 7 397 5,48
2026-04-10 13F Waldron Private Wealth LLC 20 026 2,24 1 397 6,08
2026-04-13 13F GoalVest Advisory LLC 119 839 472,65 8 359 494,45
2026-04-28 13F SBI Okasan Asset Management Co.Ltd. 75 209 4,66 5 063 4,82
2026-01-29 13F Vanguard Group Inc 36 083 4,47 2 425 6,55
2026-05-13 13F Arvest Bank Trust Division 8 771 612
2026-05-15 13F Mercer Global Advisors Inc /adv 2 417 521 3,78 168 622 7,69
2026-02-17 13F SageView Advisory Group, LLC 104 091 13,15 6 997 15,40
2026-04-28 13F Lansing Street Advisors 160 554 22,61 11 199 27,22
2026-05-06 13F Hartland & Co., LLC 347 801 164,60 24 259 174,58
2026-04-10 13F GEM Asset Management, LLC 3 262 4,52 228 4,61
2026-05-04 13F Glassman Wealth Services 9 741 0,73 679 4,46
2026-05-06 13F Astra Wealth Partners LLC 70 115 2,36 4 891 6,21
2026-04-17 13F United Advisor Group, LLC 72 521 8,26 5 058 12,35
2026-04-28 13F Cordoba Advisory Partners LLC 3 501 244
2026-05-01 13F Pittenger & Anderson Inc 216 15
2026-05-08 13F King Luther Capital Management Corp 286 -27,11
2026-05-15 13F Tudor Investment Corp Et Al 39 525 2 757
2026-04-30 13F Verdence Capital Advisors LLC 26 325 3,49 1 836 7,43
2026-04-27 13F PFG Investments, LLC 37 363 5,83 2 606 9,82
2026-05-15 13F Evelyn Partners Investment Management LLP 4 808 11,61 335 15,92
2026-04-28 13F Appleton Partners Inc/ma 267 008 0,38 19 5,88
2026-05-14 13F Sentinel Advisory Group, LLC 101 452 7 076
2026-05-01 13F Pacific Life Fund Advisors LLC 710 742 8,10 49 574 12,17
2026-05-12 13F Circle Wealth Management, LLC 56 534 3,64 3 943 7,56
2026-05-12 13F Invesco Ltd. 6 664 273 2,77 464 833 6,64
2026-05-01 13F Associated Banc-corp 254 056 4,07 17 720 7,99
2026-05-14 13F Jacobi Capital Management LLC 24 629 0,77 1 718 4,57
2026-05-12 13F Ellis Investment Partners, LLC 7 829 2,18 546 6,02
2026-04-27 13F River's Edge Wealth Management, Llc 60 437 1,47 4 724 5,80
2026-04-09 13F Wedmont Private Capital 896 140 3,42 66 440 9,89
2026-05-14 13F Morse Asset Management, Inc 1 100 10,00 77 13,43
2026-04-30 13F Sompo Japan Nipponkoa Asset Management Co.,ltd. 668 100 1,20 46 600 5,01
2026-05-14 13F Bank Of Hawaii 304 048 0,06 21 207 3,82
2026-05-05 13F Navigation Group, LLC 12 755 890
2026-04-28 13F Southern Michigan Bank & Trust 1 848 129
2026-04-22 13F Pinnacle Bancorp, Inc. 21 092 17,46 1 471 21,87
2026-05-14 13F Neuberger Berman Group LLC 2 121 426 71,77 147 969 78,23
2026-04-07 13F Cooper Financial Group 44 595 27,17 3 110 31,95
2026-05-12 13F WCG Wealth Advisors LLC 157 363 11,62 10 977 15,81
2026-04-23 13F Cornerstone Wealth Management, LLC 17 968 0,31 1 253 4,07
2026-04-27 13F Pensionmark Financial Group, Llc 417 822 30,60 29 143 35,51
2026-04-16 13F BridgePort Financial Solutions, LLC 87 421 72,06 6 098 78,54
2026-04-09 13F Diversified Management Inc 22 420 527,84 1 564 551,25
2026-05-06 13F Ascent Wealth Partners, LLC 220 156 15 356
2026-04-24 13F Charter Oak Capital Management, LLC 20 261 40,99 1 413 46,27
2026-05-08 13F Urban Financial Advisory Corp 1 733 120,76 121 130,77
2026-05-15 13F Smartleaf Asset Management LLC 159 239 23,83 10 720 23,70
2026-05-11 13F Elevated Financial Group LLC 190 826 12,80 13 310 17,04
2026-05-12 13F Chapman Financial Group, Llc 172 52,21 12 57,14
2026-05-15 13F Private Capital Management, LLC 6 498 2,12 453 6,09
2026-05-04 13F Geneos Wealth Management Inc. 117 812 44,89 8 217 50,36
2026-05-14 13F Catalytic Wealth RIA, LLC 65 440 1 343,64 4 564 1 401,32
2026-05-08 13F Tfo-tdc, Llc 31 747 10,96 2 214 15,13
2026-04-24 13F Blue Capital, Inc. 13 035 3,99 909 7,96
2026-04-21 13F Delta Wealth Advisors LLC 4 910 4,14 342 8,23
2026-05-11 13F HBK Sorce Advisory LLC 13 963 2,33 1 159 15,32
2026-04-21 13F Gilpin Wealth Management, Llc 12 710 0,95 887 4,73
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 641 602 3,50 44 752 7,39
2026-04-28 13F Novus Advisors, Llc 4 852 9,08 338 13,42
2026-04-30 13F Hsbc Holdings Plc 708 672 8,95 49 430 13,05
2026-05-11 13F Beacon Capital Management, LLC 20 289 366,84 1 415 384,59
2026-05-26 13F Serenity Investment Advisors 25 511 9,64 2 055 26,62
2026-05-06 13F Gryphon Financial Partners LLC 43 303 18,02 3 020 22,47
2026-04-17 13F Stonehearth Capital Management, LLC 25 687 0,66 1 792 4,43
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 4 819 7,42 336 11,63
2026-05-08 13F Japan Science & Technology Agency 4 620 513 51,46 322 281 57,17
2026-05-19 13F Western Wealth Management, LLC 84 126 56,55 5 868 62,43
2026-05-14 13F Simplex Trading, Llc 4 840 175,47 338 185,59
2026-05-01 13F Citizens Financial Group Inc/ri 1 663 169 8,74 116 006 12,84
2026-04-28 13F Whittier Trust Co Of Nevada Inc 1 153 845 4,60 80 931 4,46
2026-05-14 13F Synergy Financial Group, LTD 6 255 436
2026-05-14 13F Rockefeller Capital Management L.P. 1 870 152 18,43 130 443 22,88
2026-04-02 13F Noble Wealth Management PBC 5 132 0,18 358 3,78
2026-04-10 13F Novem Group 9 212 38,36 643 43,62
2026-04-08 13F Presidio Capital Management, LLC 7 968 110,63 556 118,50
2026-04-24 13F APCM Wealth Management for Individuals 538 809 11,69 37 582 15,89
2026-04-20 13F Tranquility Partners, LLC 19 632 7,48 1 369 11,57
2026-05-15 13F 10Elms LLP 100 608 34,52 7 017 39,59
2026-05-14 13F Northern Trust Corp 3 591 660 23,88 250 518 28,54
2026-04-24 13F Wealth Care LLC 3 853 269
2026-05-13 13F Keystone Wealth Services, LLC 30 745 3,34 2 144 7,25
2026-04-08 13F Lpwm Llc 30 709 22,86 2 142 27,44
2026-05-20 13F Hobbs Group Advisors, LLC 208 496 4,50 14 543 8,43
2026-05-07 13F First Command Advisory Services, Inc. 942 025 97,22 65 706 104,65
2026-05-07 13F Arsenal Capital Advisors LLC 14 378 1,70 1 003 5,47
2026-04-17 13F Legacy Wealth Partners, LLC 18 349 1,71 1 280 5,53
2026-05-15 13F Evelyn Partners Asset Management Ltd 477 33
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 147 108 4,60 10 261 -1,72
2026-05-12 13F Frisco Financial Planning LLC 86 054 0,46 6 002 4,26
2026-04-08 13F Emergent Wealth Advisors, LLC 111 567 27,98 7 782 32,78
2026-04-21 13F Tassel Capital Management, Inc. 8 654 0,12 604 3,79
2026-04-09 13F Park Place Capital Corp 64 156 35,18 4 475 40,25
2026-05-13 13F Kovitz Investment Group Partners, LLC 383 067 61,96 26 719 68,06
2026-05-15 13F DV Trading LLC 13 800 193,62 963 205,40
2026-04-17 13F Viewpoint Capital Management LLC 17 441 10,48 1 217 14,61
2026-05-15 13F Okabena Investment Services Inc 50 944 2,16 3 553 6,03
2026-05-08 13F Resources Investment Advisors, LLC. 457 355 26,67 31 900 31,44
2026-04-30 13F Kestra Advisory Services, LLC 649 089 48,86 45 274 54,46
2026-04-27 13F TABR Capital Management, LLC 54 770 3 820
2026-05-04 13F King Wealth 68 320 2,52 5 0,00
2026-05-13 13F Santa Clara Valley Transportation Authority 631 143 0,97 44 022 4,77
2026-04-15 13F Arlington Financial Advisors, LLC 4 219 2,68 294 6,52
2026-05-12 13F Cahill Financial Advisors Inc 18 898 1,87 1 318 5,69
2026-04-23 13F Inman Jager Wealth Management, LLC 39 346 15,66 2 744 20,03
2026-05-15 13F Aqr Capital Management Llc 343 722 52,56 23 975 58,30
2026-04-24 13F KPP Advisory Services LLC 21 210 8,13 1 479 12,22
2026-05-12 13F Kovack Advisors, Inc. 24 985 19,75 1 749 24,75
2026-04-22 13F Advocate Investing Services LLC 280 112,12 20 137,50
2026-05-13 13F Kingdom Financial Group LLC. 160 144 4,69 11 170 8,64
2026-05-11 13F Legacy Edge Advisors, LLC 73 567 6,84 5 131 10,87
2026-05-12 13F Wayfinding Financial, LLC 8 823 1,38 1
2026-05-01 13F Johnson Investment Counsel Inc 20 024 280,25 1 397 295,47
2026-04-23 13F Summit Wealth Group Llc / Co 43 352 10,09 3 043 14,92
2026-05-14 13F Captrust Financial Advisors 10 028 023 5,10 699 382 9,04
2026-05-07 13F Midland Wealth Advisors Llc 1 198 339 29,15 83 584 34,02
2026-01-28 13F Dentgroup LLC 3 575 240
2026-04-15 13F Hengehold Capital Management Llc 377 205 44,86 26 310 50,32
2026-05-04 13F Envestnet Asset Management Inc 86 783 237 10,72 6 053 059 14,89
2026-05-07 13F Forum Finance Group S.A. 34 682 2
2026-05-14 13F PlanVest Financial, Inc 936 65
2026-04-28 13F W.H. Cornerstone Investments Inc. 3 764 263
2026-05-12 13F Garrison Point Advisors, Llc 22 495 10,87 1 569 15,11
2026-05-11 13F Umb Bank N A/mo 527 146 40,79 36 768 46,09
2026-04-20 13F Payne Capital LLC 22 320 1 557
2026-05-04 13F Retirement Income Solutions, Inc 3 466 242
2026-06-02 13F Southern Farm Bureau Life Insurance 2 037 659 3,74 141 6,06
2026-05-13 13F Avestar Capital, LLC 2 917 203
2026-04-17 13F CENTRAL TRUST Co 71 486 5,20 4 986 9,17
2026-04-09 13F CRA Financial Services, LLC 3 913 25,06 273 29,52
2026-04-08 13F Grove Bank & Trust 371 688 3,45 25 925 7,35
2026-05-04 13F Mattern Capital Management, Llc 9 695 2,76 676 6,62
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 24 816 1 731
2026-05-13 13F Forthright Family Wealth Advisory LLC 54 335 2 804
2026-04-14 13F Tradewinds Capital Management, LLC 792 37,74 55 44,74
2026-04-30 13F Mv Capital Management, Inc. 83 587 107,10 5 830 114,89
2026-05-15 13F DT Investment Partners, LLC 370 432 3,99 25 838 7,90
2026-05-15 13F City Of London Investment Management Co Ltd 66 827 4 662
2026-05-07 13F Tidemark, LLC 5 022 605,34 350 644,68
2026-04-28 13F GM Advisory Group, Inc. 4 588 11,85 320 16,36
2026-05-15 13F Ameriprise Financial Inc 7 926 302 17,31 552 642 21,70
2026-04-27 13F Soltis Investment Advisors LLC 16 903 1,05 1 179 4,80
2026-04-29 13F Walker Financial Services, Inc. 71 442 23,27 4 983 27,93
2026-04-20 13F Williams & Novak, LLC 9 912 3,12 697 7,74
2026-05-11 13F MCF Advisors LLC 1 190 822 0,42 83 060 4,20
2026-04-20 13F LifeWealth Investments, LLC 111 442 17,73 7 773 22,18
2026-04-24 13F Syntax Research, Inc. 30 474 2 126
2026-05-11 13F Fiduciary Group LLC 34 220 1,95 2 387 5,76
2026-04-23 13F Fairway Wealth LLC 140 864 4,41 9 825 8,34
2026-04-10 13F Perigon Wealth Management, LLC 283 869 4,70 19 800 8,64
2026-05-05 13F Bluedoor Private Wealth, Llc 3 901 272
2026-05-11 13F Phillip James Consulting Co. 1 190 83
2026-05-11 13F Nomura Asset Management Co Ltd 202 100 14 096
2026-04-17 13F Atlas Brown,Inc. 5 511 14,79 384 19,25
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 126 216 6,88 8 804 10,90
2026-05-05 13F Nolet Wealth Management, LLC 20 535 7,45 1 432 11,53
2026-04-14 13F Regent Peak Wealth Advisors LLC 193 560 3 653,34 13 501 3 801,73
2026-05-07 13F Little House Capital Llc 4 437 27,87 309 32,62
2026-04-10 13F Intellectus Partners, LLC 2 918 204
2026-05-15 13F Fiduciary Trust Co 172 943 66,57 12 063 72,83
2026-05-15 13F Ancora Advisors, LLC 204 269 8,79 14 248 12,88
2026-04-27 13F Tsfg, Llc 462 975 0,63 32 6,67
2026-05-01 13F Oakwell Private Wealth Management, LLC 3 717 1,53 259 5,28
2026-05-20 13F TrueWealth Financial Partners 12 036 839
2026-05-06 13F May Hill Capital, LLC 176 307 3,48 12 297 7,38
2026-04-30 13F Cedar Mountain Advisors, LLC 322 496,30 22 633,33
2026-04-24 13F My Purposeful Wealth Corp. 38 508 212,21 2 686 223,88
2026-04-08 13F Holos Integrated Wealth LLC 2 685 257,05 189 268,63
2026-04-15 13F Ffg Retirement Advisors Llc 52 237 0,86 3 644 4,65
2026-05-13 13F Clear Wave Wealth Management Llc 4 207 293
2026-05-14 13F Providence Capital Advisors, LLC 26 065 35,54 1 818 40,71
2026-04-06 13F Washington Trust Advisors, Inc. 7 452 8,39 520 12,34
2026-04-17 13F Fifth Third Wealth Advisors LLC 498 925 13,31 34 800 17,57
2026-04-23 13F SJS Investment Consulting Inc. 137 39,80 10 50,00
2026-05-12 13F TD Waterhouse Canada Inc. 11 558 38,73 812 44,82
2026-04-03 13F Hickory Point Bank & Trust 199 14
2026-05-15 13F Hancock Whitney Corp 89 747 1,31 6 786 13,96
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 9 922 11,41 692 15,72
2026-05-04 13F Calamos Advisors LLC 31 835 2 220
2026-04-10 13F Abound Wealth Management 329 392 2,23 22 975 6,08
2026-05-07 13F EPG Wealth Management LLC 60 246 0,16 4 202 3,93
2026-04-15 13F Seacrest Wealth Management, Llc 7 961 30,49 555 30,59
2026-04-01 13F First Financial Bank - Trust Division 512 778 8,85 35 766 12,95
2026-02-19 13F Aznar Financial Advisors, LLC 6 011 404
2026-05-01 13F FDx Advisors, Inc. 194 533 14
2026-04-22 13F Aspire Capital Advisors LLC 3 170 221
2026-04-30 13F Mosaic Family Wealth Partners, Llc 19 055 1 329
2026-04-21 13F Northern Lights Advisors, Inc. 119 630 0,31 8 344 4,09
2026-05-04 13F Cornerstone Advisory, LLC 45 499 65,35 3 174 71,61
2026-05-14 13F EP Wealth Advisors, Inc. 235 805 4,67 16 447 8,60
2026-05-07 13F Washington Trust Bank 5 687 48,56 397 54,09
2026-05-15 13F ARGI Investment Services, LLC 1 734 899 18,48 121 009 22,94
2026-04-08 13F Doliver Advisors, Lp 22 691 14,04 1 583 18,32
2026-05-12 13F Vista Cima Wealth Management LLC 29 161 2 034
2026-04-21 13F Columbus Macro, LLC 212 817 1,71 14 844 5,55
2026-05-13 13F Aureus Asset Management, LLC 6 289 439
2026-04-21 13F First United Bank Trust/ 111 469 60,98 7 775 67,04
2026-05-14 13F Marble Wealth, LLC 168 363 39,02 11 743 44,26
2026-04-29 13F Armor Investment Advisors, LLC 29 353 2 047
2026-04-21 13F Wedbush Securities Inc 48 149 6,74 3 0,00
2026-04-15 13F DAVENPORT & Co LLC 32 312 0,97 2 254 4,74
2026-05-11 13F High Note Wealth, LLC 551 38
2026-04-16 13F Lifelong Wealth Advisors, Inc. 78 585 2,84 5 481 6,72
2026-05-04 13F Good Steward Wealth Advisors,LLC 49 230 8,64 3 434 12,71
2026-05-15 13F Cerity Partners LLC 6 279 041 18,78 437 963 23,22
2026-05-13 13F Archetype Wealth Partners 311 610 5,63 22 10,53
2026-04-17 13F Guyasuta Investment Advisors Inc 4 291 39,73 299 45,15
2026-05-11 13F First National Bank Of Omaha 102 078 7,25 6 894 7,50
2026-04-16 13F Park National Corp /oh/ 432 30
2026-05-15 13F AlphaCore Capital LLC 658 410 12,69 45 924 16,93
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 314 159 193,47 21 913 204,54
2026-05-06 13F Frontier Asset Management, LLC 170 366 50,32 11 883 55,99
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 12 751 935 889 447
2026-05-08 13F Wall Street Access Asset Management, LLC 153 56,12 10 66,67
2026-04-13 13F Gateway Investment Advisers Llc 7 887 550
2026-04-24 13F Stock Yards Bank & Trust Co 50 850 14,22 3 547 18,52
2026-04-30 13F Mmbg Investment Advisors Co. 39 400 24,88 2 748 29,62
2026-05-06 13F Kera Capital Partners, Inc. 4 229 20,55 295 15,75
2026-04-20 13F Ritholtz Wealth Management 903 398 2,87 63 012 6,75
2026-05-13 13F Visionary Wealth Advisors 16 235 8,00 1 132 12,08
2026-04-07 13F Alpha Omega Wealth Management LLC 43 716 2,30 3 049 6,16
2026-04-21 13F Strategic Equity Management 11 899 84,00 830 91,01
2026-04-28 13F Indiana Trust & Investment Management CO 1 592 44,20 111 50,00
2026-04-24 13F Clarity Wealth Advisors, LLC 5 389 1,81 376 5,63
2026-03-31 13F Sankala Group LLC 33 551 0,06 2 292 -10,92
2026-04-13 13F Gill Capital Partners, Llc 2 091 146
2026-04-29 13F Garde Capital, Inc. 23 682 1,77 1 652 5,56
2026-05-05 13F Mjp Associates Inc /adv 68 658 4 789
2026-05-01 13F Signature Resources Capital Management, LLC 1 629 2,07 114 5,61
2026-02-17 13F Stark Wealth Management LLC 112 601 5 880
2026-04-13 13F IFP Advisors, Inc 341 201 20,38 23 799 24,92
2026-05-01 13F Fifth Third Bancorp 5 867 903 91,47 409 286 98,68
2026-05-07 13F Facet Wealth, Inc. 392 613 32,44 27 385 24,08
2026-05-13 13F Allie Family Office LLC 77 935 0,59 5 442 4,49
2026-05-14 13F Kilter Group LLC 210 756 1,45 14 700 5,27
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 2 932 074 19,15 204 512 23,63
2026-04-14 13F Peak Wealth Management LLC 99 717 5,19 6 955 9,17
2026-05-14 13F Pinnacle Financial Partners, Inc. 338 668 20,37 23 623 24,90
2026-05-14 13F Integrity Financial Corp /WA 1 660 116
2026-04-17 13F Krilogy Financial LLC 38 459 34,35 2 948 41,82
2026-05-15 13F North Berkeley Wealth Management, LLC 147 504 1,51 10 288 5,33
2026-05-13 13F Alliance Private Wealth, LLC 95 834 0,55 6 684 -4,12
2026-05-12 13F Jane Street Group, Llc Call 36 400 674,47 2 539 705,71
2026-04-15 13F Archford Capital Strategies, LLC 547 940 37,20 38 219 42,36
2026-05-12 13F Jane Street Group, Llc Put 4 500 314
2026-04-28 13F Clear Retirement Advice LLC 26 360 0,05 1 839 -2,91
2026-05-12 13F Jane Street Group, Llc 6 972 866 45,43 486 357 50,91
2026-04-15 13F Trust Co Of Toledo Na /oh/ 2 619 64,30 183 70,09
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 131 719 7,78 9 187 11,83
2026-05-01 13F Global Assets Advisory, LLC 1 117 78
2026-05-06 13F North Star Asset Management Inc 65 958 2,75 4 601 6,60
2026-04-28 13F Golden State Wealth Management, LLC 40 709 174,28 2 839 184,75
2026-05-06 13F Deutsche Bank Ag\ 2 659 228 4,14 185 481 8,06
2026-04-30 13F Red Cedar Investment Management, Llc 572 887 0,19 39 959 3,96
2026-04-16 13F Capital Advisors, Ltd. LLC 16 654 42,10 1
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 211 440 6,53 14 748 10,54
2026-05-14 13F Tripletail Wealth Management, LLC 1 271 88
2026-04-22 13F Asset Allocation Strategies LLC 63 594 2,86 4 436 6,74
2026-04-23 13F Ironwood Wealth Management, LLC. 629 332 0,95 43 896 4,74
2026-04-08 13F TOWER TRUST & INVESTMENT Co 5 825 2,09 406 6,01
2026-05-07 13F Madison Asset Management, LLC 9 030 14,33 630 18,68
2026-05-14 13F Lgl Partners, Llc 22 703 16,27 1 584 20,66
2026-05-15 13F UNC Management Company, Inc. 1 109 418 77
2026-05-07 13F Cassaday & Co Wealth Management LLC 2 757 192
2026-05-08 13F Pnc Financial Services Group, Inc. 15 024 436 9,23 1 047 954 13,34
2026-04-16 13F Beese Fulmer Investment Management, Inc. 6 771 26,87 472 31,84
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 94 212 4,36 6 571 8,29
2026-05-04 13F Conservest Capital Advisors, Inc. 15 848 0,31 1 105 4,05
2026-05-07 13F Human Investing LLC 13 750 1,71 959 5,62
2026-04-07 13F Legacy Private Trust Co. 8 798 6,05 614 10,05
2026-05-11 13F Partners in Financial Planning 3 924 12,79 274 17,17
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 4 611 180,99 322 191,82
2026-05-11 13F Ashton Thomas Private Wealth, LLC 339 108 1,45 23 653 5,27
2026-05-15 13F Janus Henderson Group Plc 912 578 63 652
2026-04-08 13F Pines Wealth Management, LLC 12 344 0,86 861 4,62
2026-04-13 13F True Wealth Design, LLC 582 41
2026-04-14 13F Wealthcare Advisory Partners LLC 54 188 138,27 3 780 147,32
2026-04-24 13F KC Investment Advisors, LLC 110 860 618,28 7 732 645,61
2026-05-15 13F Alliancebernstein L.p. 6 947 510 2,94 467 012 2,94
2026-05-07 13F Next Capital Management LLC 151 521 6,39 10 569 10,39
2026-05-15 13F Empowered Funds, LLC 363 149 44,31 25 330 49,74
2026-05-05 13F Frisch Financial Group, Inc. 3 813 14,50 266 18,83
2026-05-11 13F Clarendon Private LLC 18 986 1 324
2026-05-07 13F Wells Financial Advisors INC 4 128 20 540,00 288 28 600,00
2026-04-08 13F Parkside Investments, LLC 817 558 17,63 57 025 22,06
2026-04-13 13F Catalyst Private Wealth, Llc 10 966 67,78 765 74,03
2026-05-05 13F Aventura Private Wealth, LLC 1 065 600,66 74 640,00
2026-04-15 13F Exchange Traded Concepts, Llc 837 511 1,94 58 416 5,78
2026-01-20 13F Austin Private Wealth, LLC 572 437 1,77 38 479 3,78
2026-05-08 13F Strategic Financial Services, Inc, 14 608 99,02 1 019 88,52
2026-05-07 13F Disciplina Capital Management LLC 457 971 19,28 31 943 23,77
2026-05-04 13F 1st Source Bank 7 725 6,88 539 10,93
2026-04-10 13F Lwm Advisors Inc 5 404 377
2026-05-07 13F One Charles Private Wealth Services, LLC 55 786 875,11 3 891 913,28
2026-05-08 13F STAR Financial Bank 10 873 61,80 758 68,07
2026-05-12 13F Insigneo Advisory Services, Llc 21 059 11,90 1 469 16,05
2026-04-24 13F Key FInancial Inc 13 604 14,82 949 19,10
2026-05-12 13F Strategy Asset Managers Llc 52 164 7,83 3 638 11,90
2026-05-11 13F Allianz Se 131 050 1,94 9 141 5,77
2026-04-14 13F Prospera Financial Services Inc 102 768 109,51 7 170 117,31
2026-05-06 13F Bartlett & Co. Wealth Management Llc 709 800 23,53 55 776 44,41
2026-05-14 13F Gts Securities Llc 52 530 3 664
2026-05-14 13F Sand Hill Global Advisors, LLC 5 595 55,20 390 61,16
2026-05-07 13F Magnolia Wealth Management, LLC 132 9
2026-04-15 13F Signature Estate & Investment Advisors Llc 79 900 7,72 5 573 11,80
2026-04-08 13F Orrstown Financial Services Inc 59 131 9,44 4 124 13,58
2026-05-08 13F Stelac Advisory Services LLC 17 494 34,32 1 220 39,43
2026-04-24 13F Fulton Bank, N.a. 95 018 171,61 6 628 181,88
2026-05-07 13F Dravo Bay Llc 67 096 1,32 4 680 5,12
2026-04-30 13F Personal Cfo Solutions, Llc 6 604 461
2026-04-22 13F Tru Independence Asset Management 2, Llc 30 962 3,29 2 160 7,20
2026-04-13 13F Fiduciary Financial Group, Llc 3 368 235
2026-04-20 13F Meyer Handelman Co 16 474 1 149
2026-04-23 13F Impact Partnership Wealth, LLC 8 867 1,81 618 5,64
2026-05-14 13F Modern Wealth Management, LLC 336 517 18,39 23 650 23,78
2026-05-05 13F Rollins Financial Advisors, LLC 22 211 161,68 1 549 171,75
2026-04-27 13F PAX Financial Group, LLC 330 707 1,11 23 067 4,91
2026-04-17 13F PKO Investment Management Joint-Stock Co 146 543 44,38 10 221 49,82
2026-04-16 13F Genesis Private Wealth, Llc 71 633 45,14 4 996 50,62
2026-04-30 13F Madison Wealth Partners, Inc 18 175 4,29 1 268 8,20
2026-05-01 13F Wingate Wealth Advisors, Inc. 5 663 2,28 395 5,91
2026-05-15 13F Qube Research & Technologies Ltd 29 801 55,17 2 079 61,09
2026-04-16 13F Westmount Partners, LLC 7 625 2,05 532 5,78
2026-04-21 13F River Street Advisors LLC 3 690 20,27 257 24,76
2026-05-01 13F Towercrest Capital Management 330 816 4,46 23 082 8,41
2026-05-05 13F Wealthfront Advisers Llc 40 686 196 4,60 2 837 862 8,54
2026-04-17 13F Provident Wealth Management, LLC 518 0,58 36 5,88
2026-04-09 13F American National Bank of Texas 4 181 292
2026-04-30 13F Sonata Capital Group Inc 3 704 258
2026-05-11 13F Evermay Wealth Management Llc 206 596 4,93 14 410 8,89
2026-04-06 13F IFS Advisors, LLC 300 45,63 21 53,85
2026-04-15 13F LongView Wealth Management 9 113 7,10 695 15,26
2026-05-13 13F Triumph Capital Management 1 277 11,82 89 17,11
2026-05-05 13F Leo Wealth, LLC 11 204 5,00 782 8,93
2026-05-12 13F Guerra Pan Advisors, Llc 2 979 208
2026-05-15 13F Keating Financial Advisory Services, Inc. 8 471 87,20 591 94,08
2026-04-10 13F Prosperity Planning, Inc. 5 240 8,35 365 12,31
2026-05-13 13F 49 Wealth Management, Llc 885 746 10,21 61 781 14,36
2026-04-28 13F Life Planning Partners, Inc 81 403 1,53 5 678 5,34
2026-04-10 13F Melfa Wealth Management, Llc 7 914 6,03 552 9,98
2026-04-20 13F City State Bank 6 325 1,20 441 5,00
2026-05-05 13F Adaptive Financial Consulting, LLC 142 209 5,18 9 919 9,14
2026-05-05 13F Helium Advisors LLC 7 726 125,18 539 133,91
2026-04-24 13F Abacus Wealth Partners, LLC 5 373 375
2026-05-11 13F Eldridge Investment Advisors, Inc. 70 504 44,51 4 918 49,95
2026-03-09 13F Lifetime Wealth Management P.C. 26 1 282
2026-05-12 13F Colonial Trust Co / SC 31 032 16,16 2 164 20,56
2026-05-14 13F Pacific Financial Group Inc 4 504 41,28 314 46,73
2026-04-09 13F Brown Wealth Management, Llc 7 002 40,46 488 45,67
2026-05-07 13F Sage Financial Group Inc 122 865 1 502,73 8 570 1 563,88
2026-04-15 13F Norden Group Llc 3 193 223
2026-04-08 13F NorthCrest Asset Manangement, LLC 6 927 482
2026-05-14 13F Novak & Powell Financial Services, Inc. 3 585 5,91 250 10,13
2026-04-22 13F Aureum Wealth Management, LLC 55 355 43,85 3 861 49,30
2026-05-01 13F Valmark Advisers, Inc. 60 614 46,44 4 228 51,94
2026-02-02 13F Long Run Wealth Advisors, LLC 228 541 4,72 15 363 6,78
2026-04-29 13F San Luis Wealth Advisors LLC 2 931 204
2026-04-16 13F Capital Investment Advisors, LLC 135 554 43,23 9 455 48,62
2026-04-30 13F ETF Store, Inc. 3 837 20,81 268 25,35
2026-04-27 13F Truist Financial Corp 11 502 715 72,98 802 314 79,50
2026-05-15 13F Hamilton Capital, LLC 179 838 7,82 12 544 11,88
2026-04-30 13F Money Concepts Capital Corp 618 127 43 114
2026-05-18 13F Strategic Investment Advisors / MI 527 810 14,09 36 844 18,41
2026-05-08 13F Investure, LLC 2 587 897 306,49 180 506 321,79
2026-05-05 13F Amica Mutual Insurance Co 114 821 8
2026-05-13 13F SRS Capital Advisors, Inc. 52 323 54,86 3 687 62,31
2026-04-17 13F Richards, Merrill & Peterson, Inc. 10 836 21,77 756 26,25
2026-05-11 13F Beto Financial Group, Llc 64 862 89,82 5 284 112,38
2026-04-30 13F Owen LaRue, LLC 11 424 797
2026-04-21 13F GHP Investment Advisors, Inc. 289 20
2026-05-21 13F JDM Financial Group LLC 13 990 18,61 976 23,11
2026-05-12 13F Liberty Wealth Management Llc 266 950 30,91 18 622 36,07
2026-05-13 13F 17 Capital Partners, Llc 14 540 84,99 1 014 92,05
2026-05-15 13F Evercore Wealth Management, LLC 23 238 8,14 1 621 12,19
2026-04-29 13F/A Salem Investment Counselors Inc 22 313 166,68 1 556 176,87
2026-04-14 13F eCIO, Inc. 151 881 110,55 10 594 118,50
2026-05-07 13F JMG Financial Group, Ltd. 25 583 1,12 1 784 4,94
2026-05-11 13F Potentia Wealth 8 435 588
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 106 335 29,53 7 417 34,40
2026-04-28 13F DGS Capital Management, LLC 9 620 73,90 671 80,59
2026-04-27 13F FF Advisors,LLC 23 045 112,34 1 765 141,98
2026-05-15 13F TRUE Private Wealth Advisors 36 995 11,47 2 580 15,70
2026-04-17 13F Watershed Private Wealth Llc 18 603 3,29 1 298 7,19
2026-06-01 13F Foguth Wealth Management, LLC. 2 544 212
2026-05-14 13F Brown Brothers Harriman & Co 478 619 323,14 33 384 339,08
2026-04-20 13F Global Financial Private Client, LLC 5 742 6,83 401 10,80
2026-05-13 13F Fortress Private Ledger, Llc 3 185 222
2026-04-15 13F PW Nova Financial Services LLC 69 238 4,89 4 829 6,04
2026-03-12 13F Nalls Sherbakoff Group, Llc 600 40
2026-04-09 13F Tompkins Financial Corp 10 496 9,53 732 13,66
2026-04-27 13F Latitude Advisors, LLC 15 971 23,19 1 114 27,90
2026-04-13 13F Affinity Capital Advisors, LLC 404 774 6,09 28 233 10,08
2026-04-16 13F Sheets Smith Wealth Management 3 067 214
2026-05-15 13F NorthRock Partners, LLC 945 629 11,29 65 958 15,48
2026-05-15 13F Legacy Capital Wealth Partners, LLC 6 209 433
2026-05-13 13F Truvestments Capital Llc 34 2
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 33 878 2
2026-05-13 13F DRW Securities, LLC 1 091 930 76 162
2026-04-08 13F Ehrlich Financial Group 15 039 36,66 1 049 41,81
2026-04-13 13F Lake Street Financial Llc 142 380 74,85 9 931 81,44
2026-02-17 13F Running Point Capital Advisors, LLC 308 159 2,93 20 714 4,96
2026-04-15 13F Retirement Investment Advisors, Inc. 1 384 549 0,13 93 069 0,13
2026-04-28 13F Kathmere Capital Management, LLC 11 789 9,34 822 13,54
2026-05-07 13F Basepoint Wealth LLC 2 084 0,05 145 3,57
2026-05-12 13F Leavell Investment Management, Inc. 76 912 24,66 5 365 29,35
2026-05-14 13F 1832 Asset Management L.P. 159 634 1 506,14 11 134 1 566,77
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