Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF, to m.in Matthew Goff Investment Advisor, LLC, MCF Advisors LLC, Integrity Wealth Partners, LLC, LeClair Wealth Partners LLC, New Millennium Group LLC, Golden State Wealth Management, LLC, Pathstone Holdings, LLC, Spartan Wealth Advisory Services LLC, Dynasty Wealth Management, Llc, Twin Focus Capital Partners, Llc, TCFG Investment Advisors, LLC, Cpwa, Llc, Soundwatch Capital LLC, Atlas Private Wealth Advisors, TritonPoint Partners, LLC, Heritage Oak Wealth Advisors Llc, Williams Jones Wealth Management, LLC., AssuredPartners Investment Advisors, LLC, Richmond Investment Services, LLC, i Strong Retirement Solutions LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Harbour Investments, Inc. | 319 062 | 32,64 | 18 084 | 31,34 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 4 900 | 278 | ||||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 13 353 | 1,07 | 757 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 12 758 | 154,14 | 723 | 151,92 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 321 993 | 12,96 | 18 251 | 11,85 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 16 241 | 49,67 | 921 | 48,15 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 816 880 | 21,58 | 46 301 | 20,38 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 5 332 | 20,82 | 302 | 19,84 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 4 300 | 244 | ||||||
| 2026-05-11 | 13F | Arrow Financial Corp | 256 058 | 31,12 | 14 513 | 29,84 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 233 961 | 54,03 | 13 261 | 52,52 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 87 010 | 4 932 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2 144 440 | 15,68 | 116 355 | 9,66 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 6 332 | 1,36 | 359 | 0,28 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 878 | 213,57 | 50 | 206,25 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 5 277 | 299 | ||||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 97 557 | 3,18 | 5 530 | 2,16 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 14 190 | 1,88 | 804 | 0,88 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 975 186 | 5,03 | 55 274 | 4,01 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 11 350 | 643 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 10 020 | 568 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 518 | 29 | ||||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 7 529 | 427 | ||||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 2 | 0 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 27 447 | 7,94 | 1 556 | 6,87 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2 773 | 48,45 | 157 | 48,11 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 10 222 | 1,94 | 579 | 1,05 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 684 459 | 5,72 | 38 795 | 4,68 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 109 399 | 214,56 | 6 201 | 210,78 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 38 286 | 5,56 | 2 170 | 3,78 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 11 100 | 31,84 | 629 | 30,77 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 4 953 | 281 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 049 | 2,01 | 173 | 0,58 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 109 533 | 3,94 | 6 208 | 2,93 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 15 477 | 46,01 | 886 | 46,28 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 45 146 | 13,33 | 2 559 | 12,19 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 532 358 | 9,52 | 30 174 | 8,45 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 9 074 | 1,93 | 514 | 0,98 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 74 881 | 6,74 | 4 244 | 5,70 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 13 020 | 1,13 | 738 | 0,14 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 187 928 | 0,64 | 10 652 | -0,35 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 41 752 | 1 047,35 | 2 367 | 1 037,50 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3 457 | 215,13 | 196 | 214,52 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 40 857 | 15,01 | 2 349 | 15,49 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 4 851 | 0,85 | 275 | -0,36 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 11 811 | 49,13 | 669 | 47,68 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 29 109 | 130,90 | 1 666 | 131,71 | ||||
| 2026-05-12 | 13F | Croban | 35 791 | 0,23 | 2 029 | -0,73 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 79 464 | 5,71 | 4 504 | 4,70 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 69 534 | 27,69 | 3 941 | 26,44 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 21 255 | 11,84 | 1 190 | 9,48 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 237 902 | 0,87 | 13 584 | 1,21 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 16 574 | 56,18 | 939 | 54,70 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 12 493 | 708 | ||||||
| 2026-04-20 | 13F | MBA Advisors LLC | 167 529 | 12,12 | 9 496 | 11,03 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 97 447 | 58,11 | 5 566 | 55,04 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 31 311 | 66,39 | 1 775 | 64,72 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 2 238 | 0,09 | 127 | -0,78 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 21 638 | 12,08 | 1 226 | 11,05 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 305 680 | 5,68 | 17 326 | 4,64 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 3 773 | 214 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1 124 | 64 | ||||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 200 | 2,04 | 11 | 0,00 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 7 000 | 75,00 | 397 | 73,68 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 38 916 | 10,06 | 2 206 | 9,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 50 048 | 2 837 | ||||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 44 607 | 168,64 | 2 528 | 166,11 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 2 143 | 9,00 | 121 | 7,08 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 7 338 | 3,15 | 416 | 1,97 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 5 641 | 1,93 | 320 | 0,95 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 7 606 | 435 | ||||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 7 924 | 0,24 | 449 | -0,66 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1 359 | 408,99 | 77 | 413,33 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 35 946 | 2,20 | 2 037 | 1,19 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 464 137 | 3,31 | 26 307 | 2,30 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 5 752 | 2,81 | 326 | 1,88 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 544 854 | 54,57 | 30 882 | 53,06 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3 850 | 218 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 007 668 | 1,00 | 57 115 | 0,02 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 160 649 | 1,04 | 9 252 | -0,72 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 294 892 | 0,27 | 16 715 | -0,71 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 277 848 | 8,07 | 15 748 | 7,02 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 609 009 | 22,41 | 34 519 | 21,21 | ||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 16 683 | 946 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 3 749 | 213 | ||||||
| 2026-04-22 | 13F | Motco | 568 | 32 | ||||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 6 605 | 374 | ||||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 147 035 | 0,99 | 8 334 | 0,00 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 21 548 | 10,79 | 1 221 | 9,70 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 5 848 | 29,01 | 331 | 27,80 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1 478 | 1,51 | 0 | |||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 10 906 | 4,86 | 618 | 3,87 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 26 333 | 3,82 | 1 493 | 2,83 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 7 354 | 161,24 | 417 | 158,39 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 55 965 | 15,80 | 3 172 | 14,55 | ||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 104 653 | 3,30 | 5 932 | 2,28 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 147 468 | 18 121 | 171,92 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 459 668 | 1,01 | 26 056 | 0,02 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 14 187 | 0,15 | 1 | |||||
| 2026-01-26 | 13F | Thomasville National Bank | 89 917 | 4,21 | 5 147 | 4,47 | ||||
| 2026-05-14 | 13F | Menard Financial Group LLC | 15 618 | 1,36 | 885 | 0,34 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 65 365 | 18,62 | 3 705 | 17,44 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 6 355 | 25,32 | 360 | 24,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 767 700 | 194,70 | 43 513 | 191,82 | |||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 40 625 | 6,77 | 2 303 | 5,74 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 285 551 | 7,31 | 16 193 | 6,32 | ||||
| 2026-01-06 | 13F | Mallini Complete Financial Planning LLC | 290 | -0,68 | ||||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 8 006 | 15,66 | 454 | 14,39 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 709 422 | 49,09 | 40 210 | 47,63 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 29 818 | 1 690 | ||||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 61 647 | 3,04 | 3 494 | 2,04 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 279 654 | 5,81 | 15 851 | 4,77 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 9 372 | 10,94 | 531 | 9,94 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 37 006 | 2,90 | 2 098 | 1,90 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 457 | 2,01 | 26 | 0,00 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 18 148 | 93,74 | 1 029 | 91,79 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 417 797 | 47,20 | 23 681 | 45,76 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 149 275 | 0,04 | 8 461 | -0,95 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 8 466 | 491 | ||||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 33 960 | 66,36 | 1 925 | 64,73 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 400 | 23 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 748 270 | 9,80 | 2 454 | -93,71 | ||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 65 354 | 16,04 | 3 704 | 14,92 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 21 221 | 11,23 | 1 203 | 6,84 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 1 593 | 1,34 | 90 | 0,00 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 91 392 | 0,91 | 5 180 | -0,06 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 606 352 | 390,13 | 34 368 | 385,34 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 172 000 | 11,48 | 9 749 | 10,38 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 62 827 | 11,53 | 3 596 | 11,82 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 581 | 179,33 | 33 | 190,91 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 579 000 | 13,26 | 32 818 | 12,15 | |||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 11 229 | 0,04 | 637 | -0,93 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 9 521 | 19,09 | 540 | 17,94 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 9 524 | 26,62 | 540 | 25,35 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 245 | 14 | ||||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 141 976 | 8,02 | 8 047 | 6,98 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 46 312 | 9,18 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 7 381 | 22,85 | 418 | 21,87 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 4 405 | 11,21 | 250 | 9,21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3 683 | 209 | ||||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 49 896 | 7,72 | 2 828 | 6,68 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 7 443 | 67,67 | 422 | 65,75 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 4 554 | 1,49 | 258 | 0,78 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 82 364 | 0,48 | 4 668 | -0,49 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 176 238 | 278,43 | 9 939 | 273,09 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 94 767 | 7,47 | 5 371 | 6,42 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 141 514 | 69,93 | 8 021 | 68,30 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 89 050 | 14,69 | 5 047 | 13,57 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 7 548 | 31,66 | 428 | 30,18 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 37 706 | 8,10 | 2 137 | 7,06 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 82 938 | 4,72 | 4 701 | 3,68 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11 165 921 | 12,89 | 632 884 | 11,78 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 8 000 | 453 | ||||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 108 266 | 3,12 | 6 137 | 2,11 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 130 858 | 7 417 | ||||||
| 2026-05-04 | 13F | Garrison Bradford & Associates Inc | 7 055 | 400 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 228 | 94,87 | 13 | 100,00 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 81 446 | 5,66 | 4 616 | 3,85 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 347 694 | 1 475,99 | 19 707 | 1 461,57 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 5 163 | 293 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 21 921 | 1 239 | ||||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 5 851 | 18,18 | 332 | 16,96 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 26 411 | 75,23 | 1 497 | 73,67 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 12 297 | 795,63 | 697 | 792,31 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 22 464 | 1,28 | 1 273 | 0,32 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 38 573 | 18,39 | 2 186 | 17,27 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 77 789 | 6,48 | 4 409 | 5,45 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 268 497 | 19,45 | 15 218 | 18,29 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 4 208 706 | 10,62 | 238 549 | 9,54 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 130 161 | 1,21 | 7 378 | 0,22 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 11 103 | 32,65 | 629 | 31,32 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 16 404 | 0,88 | 930 | -0,11 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 547 521 | 16,50 | 31 033 | 15,36 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5 327 | 8,89 | 302 | 7,50 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 8 410 | 54,60 | 477 | 53,05 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 97 973 | 11,28 | 5 553 | 10,20 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 314 120 | 99,26 | 17 804 | 97,32 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 11 515 | 28,66 | 653 | 27,34 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 56 239 | 0,80 | 3 188 | -0,19 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120 689 | 101,00 | 6 841 | 99,07 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 58 | 1,75 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 13 752 | 0,54 | 779 | -0,38 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 13 191 | 4,77 | 748 | 3,75 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 24 997 | 0,52 | 1 417 | -0,49 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 10 952 | 6,71 | 621 | 5,62 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 23 765 | 0,51 | 1 347 | -0,44 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 20 005 | 1 117 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 11 942 | 10,70 | 677 | |||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 513 | 1,79 | 29 | 0,00 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2 523 | 0,20 | 143 | -1,39 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 73 930 | 2,26 | 4 190 | 1,26 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 2 858 | 1,06 | 0 | |||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 3 771 | 214 | ||||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 34 491 | 12,43 | 1 949 | 9,19 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 5 630 | 319 | ||||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 1 506 | 0,33 | 85 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 16 091 | 22,66 | 908 | 20,93 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 6 278 | 356 | ||||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 133 183 | 3,06 | 7 549 | 2,04 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 185 290 | 0,52 | 10 502 | -0,45 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 141 476 | 4,26 | 8 019 | 3,23 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 1 370 824 | 7,10 | 77 698 | 6,05 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 529 383 | 2,39 | 30 598 | 3,15 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 314 | 18 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 58 927 | 1,13 | 3 340 | 0,15 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 13 550 | 2,43 | 768 | 1,32 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 51 193 | 4,85 | 2 902 | 3,83 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 44 550 | 8,76 | 2 525 | 7,72 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 6 745 | 0,01 | 382 | -1,04 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 30 563 | 0,17 | 1 732 | -0,80 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 13 630 | 0,74 | 773 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 97 354 | 5 518 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 28 257 | 7,82 | 1 602 | 6,73 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 4 967 | 0,16 | 282 | -0,71 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 37 657 | 0,54 | 2 134 | -1,16 | ||||
| 2026-04-27 | 13F | Vavra Capital Management, LLC | 89 544 | 3,82 | 5 075 | 2,80 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 105 988 | 39,10 | 6 007 | 37,74 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 26 279 | 12,60 | 1 489 | 11,54 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 313 710 | 9,15 | 17 781 | 8,08 | ||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 106 590 | 0,14 | 6 042 | -0,84 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 9 791 | 0,34 | 555 | -0,72 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1 017 | 17,71 | 58 | 16,33 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 49 | 68,97 | 3 | 100,00 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 212 | 12 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2 007 | 114 | ||||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 2 600 | 33,33 | 147 | 32,43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 243 931 | 8,66 | 13 826 | 7,60 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 57 567 | 35,57 | 3 263 | 34,24 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 47 924 | 9,53 | 2 716 | 8,47 | ||||
| 2026-05-01 | 13F | United Bank | 8 669 | 491 | ||||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 10 163 | 6,23 | 576 | 5,30 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8 876 | 59,21 | 503 | 57,68 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 14 912 | 845 | ||||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 7 081 | 401 | ||||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 43 667 | 3,77 | 2 475 | 2,78 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 94 | 5 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 18 467 | 18,89 | 1 047 | 17,66 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2 011 | 71,00 | 114 | 68,66 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 12 519 | 5,56 | 710 | 4,57 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4 252 | 14,21 | 241 | 12,68 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 18 008 | 32,22 | 1 021 | 30,94 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 4 617 | 262 | ||||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 6 046 | 15,40 | 258 | 20,56 | ||||
| 2026-04-16 | 13F | Security National Bank | 69 466 | 4,97 | 3 937 | 3,96 | ||||
| 2026-05-08 | 13F | Bokf, Na | 502 821 | 3,16 | 28 500 | 2,14 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 97 881 | 82,79 | 5 548 | 80,98 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 42 822 | 30,68 | 2 427 | 29,44 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 3 688 | 0,46 | 209 | -0,48 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8 362 | 5,09 | 469 | 2,86 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 353 | 0,86 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 76 181 | 4 318 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 3 736 | 212 | ||||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 170 927 | 5,87 | 9 688 | 4,84 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 15 351 | 78,42 | 870 | 76,83 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 33 286 | 3,34 | 1 887 | 2,33 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 14 276 | 809 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 158 080 | 67,21 | 9 | 60,00 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 11 501 | 11,95 | 659 | 12,46 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 9 373 | 67,43 | 531 | 65,94 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 178 836 | 9,64 | 10 136 | 8,57 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 349 632 | 4,70 | 19 817 | 3,68 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 106 666 | 24,34 | 6 046 | 23,12 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 5 838 | 7,65 | 331 | 6,45 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 471 546 | 8,83 | 26 727 | 7,77 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 50 672 | 1,38 | 2 872 | 0,42 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 8 688 | 1,57 | 492 | 0,61 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 7 366 | 15,67 | 418 | 14,56 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 4 170 | 7,75 | 236 | 6,79 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 63 558 | 0,85 | 3 602 | -2,38 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 4 043 | 1,97 | 229 | 1,33 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 20 354 | 24,55 | 1 154 | 23,32 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 9 750 | 19,63 | 553 | 18,45 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 110 012 | 32,62 | 6 235 | 31,32 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 57 836 | 6,18 | 3 278 | 5,17 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 126 523 | 15,94 | 7 171 | 14,81 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 975 | 55 | ||||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 58 987 | 6,39 | 3 343 | 5,36 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 013 656 | 19,52 | 58 140 | 20,06 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16 768 | 0,08 | 950 | -1,55 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 294 423 | 30,44 | 16 688 | 29,17 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 4 748 | 0,42 | 269 | -1,10 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 4 033 | 229 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 4 601 | 17,52 | 261 | 15,56 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3 625 | 205 | ||||||
| 2026-05-07 | 13F | True North Advisors, LLC | 44 983 | 0,35 | 2 550 | -0,62 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 64 362 | 9,04 | 3 648 | 8,02 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 49 404 | 2 800 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 239 863 | 23,71 | 13 595 | 21,59 | ||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 37 522 | 15,15 | 2 | 100,00 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 252 742 | 12 791 | ||||||
| 2026-04-22 | 13F | Horizon Advisory Services, Inc. | 495 128 | 1,83 | 28 064 | 0,83 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 76 662 | 1,19 | 4 345 | 0,21 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 16 524 | 11,67 | 937 | 10,64 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 394 348 | 36,96 | 22 352 | 33,89 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 355 888 | 280,85 | 20 172 | 277,10 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 73 191 | 19,19 | 4 148 | 18,04 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 534 014 | 11,38 | 30 268 | 10,29 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 49 290 | 2,69 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 25 023 | 33,19 | 1 418 | 31,91 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 148 488 | 6,41 | 8 563 | 7,47 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 32 920 | 9,13 | 1 866 | 8,05 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 77 424 | 0,82 | 4 388 | -0,16 | ||||
| 2026-05-12 | 13F | Creative Planning | 280 536 | 20,55 | 15 901 | 19,37 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 42 | 2 | ||||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 21 913 | 10,97 | 1 242 | 9,91 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 117 605 | 2,81 | 6 634 | 1,33 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 80 | 5 | ||||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 5 785 | 22,80 | 324 | 20,07 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 98 474 | 14,90 | 5 582 | 13,78 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 21 970 | 5,76 | 1 245 | 4,71 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 5 317 | 10,15 | 301 | 9,85 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 3 694 | 209 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 5 872 | 1,07 | 333 | 0,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 13 758 | 24,14 | 780 | 22,87 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 56 181 | 6,86 | 3 184 | 5,82 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 17 201 | 11,07 | 975 | 9,93 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 52 784 | 2 992 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 243 761 | 5,69 | 13 816 | 4,66 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 24 963 | 2,54 | 1 415 | 1,51 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 038 077 | 2,84 | 58 838 | 1,84 | ||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 69 965 | 1,92 | 3 966 | 0,92 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1 030 | 0,39 | 58 | 0,00 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 134 600 | 63,17 | 7 629 | 61,60 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1 279 991 | 25,82 | 72 550 | 24,59 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 6 756 | 383 | ||||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 27 384 | 1 552 | ||||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1 150 | 1,95 | 65 | 0,00 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 4 721 | 29,59 | 272 | 30,29 | ||||
| 2026-05-04 | 13F | TrustBank | 79 976 | 14,80 | 4 533 | 13,69 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 7 155 | 406 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 534 301 | 52,45 | 30 284 | 50,97 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 46 | 3 | ||||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 16 292 | 2,43 | 923 | 1,43 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 245 608 | 5,01 | 13 921 | 3,99 | ||||
| 2026-05-11 | 13F | Commerce Bank | 20 815 | 199,37 | 1 180 | 196,98 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 5 408 | 3,74 | 307 | 2,68 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 9 461 | 0,19 | 536 | -0,74 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 23 127 | 1,03 | 1 311 | 0,00 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 27 374 | 40,10 | 1 552 | 38,73 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 12 915 | 2,43 | 732 | 1,53 | ||||
| 2026-04-23 | 13F | Bell Bank | 43 491 | 2,46 | 2 465 | 1,48 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 136 432 | 10,76 | 7 733 | 9,67 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 12 486 | 0,73 | 713 | 1,14 | ||||
| 2026-05-14 | 13F | Taylor Securities Services, Inc. | 5 522 | 313 | ||||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 2 356 270 | 11,44 | 133 553 | 10,35 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 5 938 | 337 | ||||||
| 2026-05-11 | 13F | Bailard, Inc. | 6 661 | 6,82 | 378 | 5,90 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 47 488 354 | 0,54 | 2 691 640 | -0,45 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 7 517 | 62,32 | 426 | 59,55 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 10 930 | 620 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 86 025 | 12,74 | 4 876 | 11,63 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 4 206 | 4,78 | 238 | 3,93 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 475 324 | 13,33 | 26 941 | 12,23 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 14 518 | 23,21 | 840 | 24,48 | ||||
| 2026-05-13 | 13F | Invst, LLC | 43 503 | 5,93 | 2 466 | 4,89 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 266 382 | 33,18 | 15 099 | 31,88 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 993 025 | 5,98 | 55 262 | 3,03 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 5 650 | 320 | ||||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 287 459 | 1,11 | 16 293 | 0,13 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 117 113 | 6 638 | ||||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 10 538 | 2,38 | 603 | 2,73 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 9 106 | 9,46 | 516 | 8,40 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 10 152 | 14,88 | 575 | 13,86 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 5 578 | 316 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 86 676 | 11,20 | 4 913 | 10,11 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 33 998 | 2,24 | 1 927 | 1,26 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 50 971 | 7,34 | 2 889 | 6,29 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 9 806 | 0,63 | 556 | -0,36 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 130 582 | 7,22 | 7 401 | 6,17 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 6 343 | 360 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 27 111 | 7,19 | 1 537 | 6,15 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 310 867 | 1,73 | 17 620 | 0,73 | ||||
| 2026-05-07 | 13F | Nordwand Advisors, LLC | 32 240 | 64,78 | 1 827 | 63,27 | ||||
| 2026-04-10 | 13F | Integrated Financial Solutions, Inc. | 79 345 | 10,06 | 4 497 | 8,99 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 71 198 | 11,99 | 4 036 | 10,91 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 7 | 0 | ||||||
| 2026-04-21 | 13F | Sunpointe, LLC | 60 746 | 0,55 | 3 443 | -1,18 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 615 | 35 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 88 570 | 4,14 | 5 020 | 3,12 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 13 017 | 10,62 | 738 | 9,51 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 48 346 | 97,15 | 2 740 | 95,30 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 120 173 | 445,25 | 6 811 | 440,13 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 042 219 | 20,50 | 168 995 | 16,92 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 2 000 | 113 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 395 348 | 2,54 | 22 408 | 1,54 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 6 577 | 1,03 | 373 | 0,00 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 72 615 | 2,40 | 4 116 | 1,38 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 25 482 | 349,81 | 1 444 | 345,68 | ||||
| 2026-05-14 | 13F | Requisite Capital Management, LLC | 293 013 | 15,73 | 16 608 | 13,75 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1 552 845 | 1,19 | 88 885 | 1,44 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 7 000 | 1,33 | 397 | 0,25 | ||||
| 2026-05-15 | 13F | EFG International AG | 375 | 50,00 | 21 | 50,00 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 737 | 42 | ||||||
| 2026-05-11 | 13F | Boston Partners | 94 531 | 11,47 | 5 358 | 9,57 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7 491 | 17,82 | 425 | 16,80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 253 727 | 144,31 | 14 381 | 141,94 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 76 554 | 21,11 | 4 339 | 19,93 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 13 517 | 29,72 | 766 | 28,52 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 22 447 | 147,30 | 1 272 | 145,09 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8 554 441 | 5,62 | 484 866 | 4,59 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 259 262 | 3,50 | 14 695 | 2,48 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 52 346 | 610,74 | 2 967 | 604,51 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 93 | 0 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 35 609 | 9,74 | 2 009 | 5,96 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 8 380 | 17,47 | 475 | 16,42 | ||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 6 094 | 0,11 | 345 | -0,86 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 207 408 | 6,62 | 11 756 | 5,58 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 198 207 | 0,27 | 11 234 | -0,71 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 64 798 | 0,41 | 3 673 | -0,60 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 22 160 | 1 256 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 479 | 27 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 51 559 | 9,67 | 2 922 | 8,58 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 10 315 | 12,14 | 585 | 11,66 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2 948 363 | 6 210,98 | 166 658 | 6 148,86 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 113 | 6 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 62 004 | 4,34 | 3 514 | 3,32 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 3 542 | 201 | ||||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 107 243 | 19,58 | 6 079 | 18,41 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 11 | 1 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 72 | 18,03 | 4 | 33,33 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 39 832 | 27,40 | 2 258 | 26,16 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 2 800 288 | 4,00 | 159 | 2,60 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 41 494 | 5,26 | 2 352 | 4,21 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 69 053 | 15,11 | 3 914 | 13,98 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 142 234 | 14,75 | 8 062 | 13,62 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 48 741 | 11,61 | 2 763 | 10,52 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 209 100 | 11,28 | 12 | 10,00 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 9 530 | 1,28 | 540 | 0,37 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 48 103 | 13,41 | 2 726 | 12,32 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 35 760 | 38,95 | 2 028 | 34,51 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2 048 | 116 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 250 | 14 | ||||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 9 523 | 38,96 | 540 | 37,50 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 47 917 | 5,40 | 2 743 | 6,11 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 80 791 | 14,43 | 4 579 | 13,31 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 11 098 | 21,09 | 629 | 20,04 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 10 538 | 9,41 | 597 | 8,35 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 149 662 | 12,95 | 8 483 | 11,84 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 4 528 | 0,22 | 257 | -0,78 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 2 535 | 0,72 | 144 | -0,69 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 19 751 | 94,07 | 1 119 | 92,27 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1 034 | 589,33 | 59 | 625,00 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 12 330 | 22,47 | 699 | 21,18 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 30 564 | 0,69 | 1 732 | -0,29 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 31 274 | 7,25 | 1 773 | 6,17 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 5 167 | 18,45 | 293 | 17,27 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 33 491 | 10,14 | 1 898 | 9,08 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 7 489 | 1,95 | 424 | 0,24 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 45 624 | 2,63 | 2 586 | 1,57 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 10 520 | 607 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 1 403 | 80 | ||||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 45 091 | 1,05 | 2 556 | 0,04 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 100 794 | 1,44 | 5 713 | 0,46 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 18 528 | 206,30 | 1 047 | 197,44 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 26 518 | 1,69 | 1 503 | 0,74 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 13 225 | 750 | ||||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 19 371 | 45,50 | 1 098 | 43,96 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 39 | 2 | ||||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 19 652 | 1,12 | 1 114 | 0,09 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 99 620 | 1,87 | 5 646 | 0,88 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 148 985 | 16,45 | 8 444 | 15,31 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 145 448 | 22,06 | 8 244 | 20,88 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 308 905 | 1,29 | 17 509 | -0,42 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2 243 | 125 | ||||||
| 2026-05-12 | 13F | Community Bank, N.A. | 224 779 | 26,81 | 12 740 | 25,58 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 27 940 | 19,92 | 1 584 | 17,87 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 186 538 | 7,82 | 10 573 | 6,76 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 3 766 | 0,91 | 213 | 0,00 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 33 691 | 1 910 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 190 070 | 2,40 | 10 773 | 1,40 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 46 188 | 1 005,77 | 2 618 | 994,98 | ||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 100 477 | 0,65 | 5 695 | -1,06 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 110 171 | 2,29 | 6 244 | 1,28 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 105 548 | 477,78 | 5 982 | 472,44 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 33 146 | 4,87 | 1 879 | 3,81 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 6 315 | 358 | ||||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 6 663 | 0,21 | 378 | -0,79 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 8 004 | 458 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 411 924 | 7,85 | 23 348 | 6,79 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 44 008 | 4,38 | 2 494 | 3,36 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 941 864 | 25,72 | 53 385 | 24,49 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 98 395 | 6,13 | 5 577 | 5,11 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 7 838 | 444 | ||||||
| 2026-05-07 | 13F | JSF Financial, LLC | 68 183 | 54,05 | 3 865 | 52,55 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 55 924 | 5,36 | 3 170 | 4,31 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 7 784 | 1,95 | 441 | 0,92 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 434 984 | 1 191,64 | 24 655 | 1 169,52 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 20 875 | 21,01 | 1 183 | 19,86 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 11 439 | 170,23 | 648 | 167,77 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 2 434 | 22,68 | 138 | 21,24 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 3 824 | 219 | ||||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 4 194 | 0,10 | 238 | -0,84 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 405 584 | 9,72 | 22 988 | 8,64 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 14 555 | 5,81 | 825 | 4,70 | ||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 18 600 | 1,64 | 1 054 | 0,67 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 5 700 | 323 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 9 686 | 4,16 | 558 | 4,70 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 200 | 11 | ||||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 7 | 0 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 7 922 | 5,21 | 449 | 3,94 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 50 | 11,11 | 3 | 0,00 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 3 634 | 1,40 | 206 | 0,00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 15 049 | 853 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 131 024 | 3,57 | 7 426 | 2,55 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 19 041 | 37,44 | 1 079 | 36,07 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 96 678 | 4,59 | 5 480 | 3,05 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6 083 774 | 10,00 | 344 828 | 8,92 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 157 709 | 21,23 | 9 027 | 21,53 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 68 532 | 18,70 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 4 380 | 13,62 | 248 | 12,73 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 12 787 | 6,93 | 725 | 5,85 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 500 267 | 165,75 | 28 355 | 163,16 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 12 660 | 39,86 | 718 | 38,42 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 65 166 | 139,74 | 3 694 | 137,49 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 836 279 | 15,31 | 47 400 | 14,18 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 157 419 | 24,49 | 9 | 14,29 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4 304 | 16,45 | 244 | 15,17 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 14 501 | 1,94 | 822 | 0,86 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 8 510 | 0,42 | 482 | -0,62 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 144 607 | 0,60 | 8 196 | -0,39 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 115 485 | 413,81 | 6 546 | 408,94 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 16 813 | 953 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 39 009 | 0,84 | 2 211 | -0,14 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 9 272 | 45,92 | 526 | 44,63 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 4 388 | 254 | ||||||
| 2026-05-01 | 13F | Natural Investments, Llc | 3 628 | 0 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 44 622 | 29,06 | 2 529 | 27,79 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 165 300 | 590,04 | 9 369 | 583,37 | ||||
| 2026-05-15 | 13F | Fmr Llc | 31 769 | 223,84 | 1 801 | 220,86 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 10 691 | 15,58 | 606 | 14,37 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 5 039 | 0,68 | 286 | -2,40 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 4 042 | 73,48 | 229 | 72,18 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 66 029 | 346,20 | 3 743 | 340,75 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 382 964 | 1,22 | 21 706 | 0,23 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 13 290 | 0,43 | 753 | -0,53 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 116 744 | 3,61 | 6 617 | 2,61 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1 035 | 6,92 | 59 | 5,45 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 307 573 | 5,68 | 17 796 | 6,83 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 39 289 | 4,77 | 2 227 | 2,02 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 34 996 | 3,69 | 1 984 | 2,69 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 22 533 | 0,26 | 1 277 | -0,70 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 37 728 | 8,80 | 2 155 | 6,48 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 33 057 | 1,20 | 1 874 | 0,21 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 244 812 | 2,79 | 13 876 | 1,78 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 3 870 | 221 | ||||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 19 100 | 0,54 | 1 083 | -0,46 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 11 493 | 40,86 | 651 | 39,70 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 7 655 | 8,74 | 434 | 7,71 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 248 875 | 5,19 | 14 106 | 4,16 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 46 460 | 4,53 | 2 633 | 3,50 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 23 817 | 19,50 | 1 350 | 18,33 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 386 821 | 4,09 | 21 925 | 3,07 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 415 | 24 | ||||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 5 000 | 0 | ||||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 30 373 | 0,84 | 1 722 | -0,17 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 293 806 | 5,47 | 73 333 | 4,43 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 130 258 | 83,29 | 7 383 | 81,53 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 110 131 | 1 175,99 | 6 241 | 1 163,16 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1 038 | 1,96 | 59 | 1,72 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 382 573 | 9,97 | 22 109 | 11,03 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 103 419 | 5,30 | 5 862 | 4,27 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 51 016 | 177,53 | 2 892 | 172,74 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 92 073 | 5,27 | 5 219 | 4,23 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 30 432 | 18,38 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 4 244 | 0,62 | 241 | -0,41 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 97 105 | 1,94 | 5 504 | 0,94 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 5 828 | 18,31 | 330 | 17,44 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 387 231 | 12,19 | 21 948 | 11,08 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 291 033 | 3,23 | 16 496 | 1,46 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 6 058 | 343 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 108 452 | 2,82 | 6 147 | 1,82 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 224 810 | 1,65 | 12 742 | 0,66 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 6 001 | 340 | ||||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 24 304 | 5,55 | 1 378 | 4,48 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 5 500 | 44,74 | 312 | 43,32 | ||||
| 2026-05-08 | 13F | Matisse Capital | 25 443 | 190,28 | 1 442 | 187,82 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 59 222 | 8,07 | 3 357 | 6,98 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 76 457 | 4,73 | 4 334 | 3,71 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 74 559 | 0,44 | 4 226 | -0,54 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 110 774 | 53,58 | 6 279 | 52,08 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 9 631 | 2,62 | 546 | 1,49 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 10 170 | 13,72 | 574 | 10,60 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 42 625 | 10,99 | 2 416 | 9,87 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 14 244 | 4,04 | 807 | 3,07 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 7 296 | 6,93 | 414 | 5,90 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 22 498 | 0,88 | 1 275 | -0,08 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 6 556 | 8,67 | 372 | 7,54 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 7 332 | 225,72 | 416 | 224,22 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 4 805 | 0,75 | 272 | 0,00 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 9 368 | 531 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 19 001 | 3,00 | 1 077 | 0,75 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5 298 | 300 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 19 535 | 90,03 | 1 107 | 54,83 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 33 487 | 4,51 | 1 898 | 3,49 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 23 897 | 9,76 | 1 355 | 8,67 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 63 937 | 7,07 | 3 624 | 6,00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 138 785 | 16,11 | 7 866 | 14,98 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 6 124 | 6,65 | 357 | 9,51 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 26 909 | 0,77 | 1 525 | -0,20 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 55 864 | 5,70 | 3 166 | 4,66 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 247 324 | 13,29 | 14 018 | 12,19 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 3 329 | 38,30 | 189 | 37,23 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 28 549 | 2,07 | 1 618 | 1,06 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 902 434 | 4,94 | 51 150 | 3,91 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 22 018 | 0,63 | 1 248 | -0,40 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 244 082 | 13,42 | 13 835 | 12,31 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11 400 | 274,38 | 646 | 271,26 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 22 605 | 19,77 | 1 281 | 18,61 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 12 558 | 83,19 | 712 | 81,38 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 19 645 | 0,64 | 1 113 | -2,62 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 32 911 | 8,89 | 1 869 | 7,98 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 70 007 | 13,48 | 3 968 | 12,38 | ||||
| 2026-04-10 | 13F | Novem Group | 25 569 | 13,14 | 1 449 | 12,06 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6 634 | 0,33 | 376 | -0,53 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 89 | 67,92 | 5 | 66,67 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 7 383 | 17,56 | 418 | 16,43 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 89 883 | 0,52 | 5 095 | -0,47 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1 543 963 | 39,61 | 87 512 | 38,25 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 85 515 | 4 895 | ||||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 65 402 | 0,69 | 3 707 | -1,04 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 36 070 | 1,90 | 2 044 | 0,89 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 33 933 | 5,17 | 1 923 | 4,17 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 17 462 | 2,33 | 990 | 1,33 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 68 508 | 8,35 | 3 883 | 7,29 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 5 698 | 36,38 | 323 | 34,73 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 43 327 | 5,47 | 2 456 | 3,28 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 10 245 | 7,67 | 581 | 6,62 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 432 461 | 1 019,67 | 24 512 | 1 009,10 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 51 780 | 22,61 | 2 935 | 21,43 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 166 998 | 9,24 | 9 465 | 8,17 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 15 303 | 7,10 | 867 | 6,12 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 3 978 | 225 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 3 574 | 202 | ||||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 20 969 | 9,98 | 1 189 | 8,10 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 5 082 | 24,50 | 288 | 23,61 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 6 005 | 340 | ||||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 6 843 | 27,34 | 388 | 26,06 | ||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 182 906 | 7,08 | 10 470 | 7,34 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 921 309 | 1,38 | 165 579 | 0,38 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 219 531 | 8,23 | 12 443 | 7,17 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 12 336 | 9,29 | 699 | 8,20 | ||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 179 064 | 7,01 | 10 316 | 3,63 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 14 134 | 3,41 | 817 | 2,38 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 80 516 | 4,29 | 4 564 | 3,17 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 61 691 | 5,85 | 3 566 | 6,74 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 29 355 | 13,68 | 1 643 | 7,60 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 7 571 | 429 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 5 360 | 19,35 | 304 | 17,90 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 130 729 | 37,28 | 7 275 | 31,77 | ||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 31 939 | 11,90 | 1 810 | 10,84 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 50 970 | 18,83 | 2 889 | 16,78 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 58 183 | 27,44 | 3 330 | 27,73 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 17 567 | 9,38 | 996 | 8,27 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 4 054 | 0,82 | 230 | -0,43 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 120 253 | 49,29 | 6 816 | 47,83 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 13 859 | 2,05 | 786 | 1,03 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 804 512 | 8,27 | 45 600 | 7,21 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 25 213 | 1,30 | 1 429 | 0,35 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 17 187 | 0,68 | 974 | -0,31 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 391 397 | 108,12 | 22 184 | 106,09 | ||||
| 2026-05-04 | 13F | Nwam Llc | 3 999 | 227 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 266 | 15 | ||||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 157 904 | 7,56 | 9 086 | 8,12 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 102 979 | 18,61 | 5 837 | 17,45 | ||||
| 2026-05-12 | 13F | Chung Wu Investment Group, LLC | 3 350 | 737,50 | 190 | 759,09 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 51 848 | 6,26 | 2 939 | 5,23 | ||||
| 2026-04-20 | 13F | Strong Retirement Solutions LLC | 9 500 | 538 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 13 112 | 0,10 | 743 | -0,80 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 7 410 | 420 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 120 617 | 1,54 | 6 837 | 0,54 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 5 134 | 1,32 | 291 | 0,00 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 250 | 67,79 | 14 | 75,00 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 38 101 | 16,80 | 2 160 | 15,64 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 39 746 | 21,86 | 2 253 | 20,69 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 161 272 | 0,60 | 9 231 | 0,85 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 21 713 | 0,87 | 1 231 | -2,38 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 144 439 | 130,21 | 8 187 | 127,96 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 10 575 | 600 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 132 329 | 6,54 | 7 500 | 5,50 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 436 | 6,60 | 25 | 4,35 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 87 814 | 9,68 | 4 977 | 8,60 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 468 740 | 3,95 | 26 568 | 2,94 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 236 766 | 0,56 | 13 695 | 1,62 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 17 262 | 6,16 | 978 | 5,16 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 39 | 2 | ||||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 6 782 | 384 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 191 | 1,60 | 11 | 0,00 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 69 300 | 0,14 | 3 928 | -0,86 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 6 283 | 3,58 | 356 | 2,59 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 64 787 | 2,15 | 3 672 | 1,16 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 108 412 | 29,22 | 6 145 | 27,95 | ||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 14 771 | 6,87 | 837 | 5,82 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 82 894 | 5,75 | 4 698 | 4,73 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 132 824 | 9,12 | 7 528 | 8,05 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 6 | 0 | ||||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 22 584 | 1 280 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 79 354 | 16,80 | 4 498 | 15,66 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 15 614 | 36,06 | 885 | 34,91 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 225 098 | 4,49 | 12 759 | 3,47 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 65 896 | 1,07 | 3 719 | -0,35 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 143 649 | 0,08 | 8 142 | -0,89 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 43 057 | 4,42 | 2 440 | 3,39 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 26 827 | 3,99 | 1 521 | 2,98 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 149 554 | 0,61 | 8 477 | -0,38 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 25 521 | 1,99 | 1 447 | 0,98 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 11 278 | 6,70 | 639 | 5,62 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 293 638 | 5,10 | 16 643 | 4,08 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 15 678 | 1,76 | 889 | 0,79 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 77 258 | 0,50 | 4 379 | -0,50 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 49 031 | 3,16 | 2 779 | 2,17 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 6 509 | 1,12 | 369 | 0,00 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 47 724 | 0,32 | 2 705 | -0,66 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 13 321 | 8,21 | 755 | 7,24 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 14 951 | 5,05 | 847 | 4,05 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5 217 | 16,14 | 299 | 16,41 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4 110 | 3,79 | 233 | 2,65 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 208 656 | 13,84 | 12 | 10,00 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 79 551 | 2,12 | 4 427 | -0,70 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 636 728 | 5,16 | 36 090 | 4,13 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 97 919 | 28,60 | 5 550 | 27,35 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 16 061 | 59,46 | 910 | 55,82 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 92 723 | 335,59 | 5 256 | 331,44 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 98 932 | 37,77 | 5 607 | 36,42 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 198 100 | 179,01 | 11 228 | 176,28 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 117 700 | 142,68 | 6 671 | 140,31 | |||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 58 068 | 17,44 | 3 291 | 16,29 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 13 120 | 1,61 | 744 | 0,54 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 2 030 560 | 3,50 | 115 092 | 2,48 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 26 946 | 0,03 | 1 527 | -0,91 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 195 134 | 11 060 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 43 736 | 1,00 | 2 479 | 0,04 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 81 150 | 130,45 | 4 600 | 128,24 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 10 451 | 5,46 | 592 | 4,41 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 277 | 16 | ||||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 248 062 | 0,15 | 14 060 | -0,83 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 4 631 | 30,12 | 263 | 29,06 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 47 922 | 4,78 | 2 716 | 3,00 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 20 753 | 145,13 | 1 176 | 142,98 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 85 461 | 3,50 | 4 844 | 2,48 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 10 732 | 2,98 | 608 | 2,01 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 69 743 | 3,55 | 3 953 | 2,54 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 717 528 | 5,32 | 40 669 | 4,29 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 198 577 | 20,42 | 11 255 | 19,24 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 79 179 | 3,30 | 4 488 | 2,28 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 10 213 | 1 867,82 | 579 | 1 893,10 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 13 531 | 7,85 | 767 | 6,69 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 23 227 | 9,72 | 1 317 | 8,67 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 4 954 | 5,88 | 281 | 2,19 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 17 305 | 8,32 | 981 | 7,22 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 9 441 | 5,01 | 535 | 3,28 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 30 968 | 18,73 | 1 755 | 17,63 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 82 303 | 2,01 | 4 665 | 1,02 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4 995 | 283 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 75 224 | 11,54 | 4 264 | 10,44 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 137 986 | 4,33 | 7 821 | 3,32 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 1 576 054 | 4,30 | 89 331 | 3,28 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 42 | 2 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 30 610 | 11,88 | 1 735 | 10,73 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 13 385 | 1,29 | 759 | 0,26 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8 206 | 116,12 | 465 | 114,29 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 244 288 | 6,10 | 13 846 | 4,29 | ||||
| 2026-05-12 | 13F | Private Capital Advisors, Inc. | 7 075 | 46,69 | 401 | 45,29 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 4 695 | 35,85 | 270 | 34,33 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 7 170 | 7,50 | 405 | 6,02 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 21 921 | 4,79 | 1 239 | 2,23 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 7 652 | 434 | ||||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 14 591 | 2,78 | 827 | 1,85 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 6 987 | 396 | ||||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 10 212 | 0,21 | 579 | -0,86 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 88 309 | 35,75 | 5 005 | 34,43 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 331 | 1,85 | 19 | 0,00 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 61 915 | 10,29 | 3 509 | 9,21 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 65 273 | 12,30 | 3 700 | 11,18 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 35 791 | 4,34 | 2 029 | 3,31 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 49 229 | 10,84 | 2 790 | 9,76 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 24 797 | 332,15 | 1 406 | 328,35 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 283 646 | 19,58 | 16 077 | 18,41 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 131 947 | 246,14 | 7 479 | 240,68 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 194 262 | 2,73 | 11 011 | 1,72 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 544 | 0,74 | 0 | |||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 196 812 | 4,44 | 11 155 | 3,42 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 18 885 | 3,69 | 1 070 | 2,69 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 12 381 | 0,93 | 702 | -0,14 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 7 224 145 | 73,00 | 409 465 | 71,30 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 12 272 620 | 114,30 | 682 971 | 108,34 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 9 110 | 7,28 | 510 | 6,93 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6 313 | 39,92 | 358 | 38,37 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 158 036 | 14,93 | 8 958 | 13,81 | ||||
| 2026-05-13 | 13F | BTS Asset Management, Inc. | 21 055 | 2,36 | 1 193 | 1,27 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 169 135 | 28,63 | 9 587 | 27,37 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 372 946 | 2,84 | 21 370 | 0,94 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 6 536 | 1,35 | 370 | 0,27 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 26 643 | 2,40 | 1 510 | 1,41 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 6 170 | 350 | ||||||
| 2026-05-12 | 13F | GGM Financials LLC | 472 | 1,94 | 27 | 0,00 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 10 397 | 7,60 | 589 | 6,51 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 15 704 | 28,17 | 890 | 26,96 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 66 086 | 0,10 | 3 746 | -0,87 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 133 390 | 0,31 | 7 568 | -1,10 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 109 730 | 1,46 | 6 219 | 0,47 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 7 590 | 33,91 | 430 | 32,72 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 24 953 | 18,51 | 1 414 | 17,34 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 19 263 | 0,95 | 1 092 | -0,09 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 304 732 | 25,03 | 17 272 | 23,80 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 61 175 | 38,58 | 3 538 | 37,50 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 432 989 | 5,02 | 24 542 | 4,00 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 58 839 | 4,58 | 3 335 | 3,54 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 726 571 | 1,88 | 41 182 | 0,88 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 23 981 | 19,01 | 1 359 | 17,05 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 59 879 | 2,48 | 3 394 | 1,47 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 21 460 | 27,89 | 1 214 | 25,44 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 402 | 79 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 463 452 | 14,95 | 26 268 | 14,05 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 195 869 | 2 715,42 | 11 101 | 2 689,20 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 994 375 | 3,64 | 56 361 | 2,62 | ||||
| 2026-05-14 | 13F | Betterment LLC | 41 669 | 29,56 | 2 | 100,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 929 732 | 16,89 | 109 377 | 15,75 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 524 978 | 3,55 | 29 756 | 47,79 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 7 730 | 438 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 65 365 | 1,62 | 3 705 | 0,60 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 48 854 | 1,38 | 2 769 | 0,40 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 15 290 | 867 | ||||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 12 461 | 18,02 | 706 | 16,89 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 378 | 339,53 | 21 | 425,00 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 86 101 | 5,73 | 4 880 | 4,70 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 17 513 | 0,55 | 993 | -0,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 8 366 269 | 5,68 | 474 201 | 4,64 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 101 691 | 62,96 | 5 764 | 61,38 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 79 436 | 3,76 | 4 502 | 2,74 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 46 168 | 0,79 | 2 617 | -0,19 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 898 | 51 | ||||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 46 777 | 22,84 | 2 651 | 18,83 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 19 661 | 60,47 | 1 114 | 58,92 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 109 123 | 21,17 | 6 185 | 20,00 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 37 438 | 124,46 | 2 122 | 122,33 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 33 661 | 305,16 | 1 908 | 301,47 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 164 789 | 9 340 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 3 969 | 225 | ||||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 1 419 817 | 5,62 | 80 475 | 4,59 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 27 477 | 15,04 | 1 557 | 13,90 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4 750 | 269 | ||||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 111 989 | 34,01 | 6 348 | 32,70 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 5 519 | 0,27 | 313 | -0,95 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 33 778 | 5,33 | 1 915 | 4,31 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 6 469 | 367 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 659 626 | 2,69 | 37 348 | 1,43 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1 095 | 63 | ||||||
| 2026-05-05 | 13F | Helium Advisors LLC | 37 786 | 11,31 | 2 142 | 10,19 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 34 338 | 3,76 | 1 946 | 2,26 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 2 257 | 105,18 | 128 | 104,84 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 37 191 | 0,36 | 2 108 | -0,66 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 4 482 | 0,13 | 254 | -0,78 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 8 110 | 460 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 755 967 | 3,22 | 42 848 | 2,21 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 104 523 | 4,82 | 5 924 | 3,80 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 5 972 | 2,97 | 338 | 2,11 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 919 518 | 366,69 | 51 530 | 356,29 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 303 191 | 1,30 | 17 | 0,00 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 8 767 | 497 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 67 631 | 155,38 | 3 833 | 153,00 | ||||
| 2026-05-07 | 13F | Z3 Capital Partners, LLC | 7 075 | 5,99 | 401 | 4,97 | ||||
| 2026-05-08 | 13F | Melia Wealth LLC | 403 016 | 3,08 | 22 843 | 2,07 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 12 640 | 79,01 | 716 | 77,23 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 80 654 | 4,76 | 4 571 | 3,74 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 17 891 | 1,95 | 1 014 | 1,00 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 4 465 | 0,25 | 253 | -0,39 | ||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 82 947 | 2,73 | 4 701 | 1,73 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 80 630 | 96,90 | 4 570 | 95,05 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 23 212 | 7,09 | 1 316 | 6,05 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 49 298 | 10,11 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 4 937 | 10,50 | 280 | 9,41 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 500 | 28 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 267 421 | 30,90 | 15 157 | 29,62 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 19 147 | 5,08 | 1 085 | 4,03 |
