Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Navigation Group, LLC, Retiremitten Financial Llc, Cvfg Llc, Sentinel Advisory Group, LLC, Seal Cove Capital, LLC, Quent Long Short Global Small Cap Fund, LP, McMill Wealth Management, Vertrix Wealth Management, LLC, Philadelphia Investment Partners, LLC, GLR Partners, LLC, Roan Capital Partners, Baer Investment Advisory LLC, Wiregrass Investment Management Llc, Cornerstone National Bank & Trust Co, Navigate Wealth Management, LLC, Titleist Asset Management, Llc, Integrity Wealth Partners, LLC, TIAA Wealth Investment Management LLC, i Evergreen Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 168 173 | 3,29 | 16 466 | -6,45 | ||||
| 2026-05-11 | 13F | Commerce Bank | 25 947 | 66,15 | 2 540 | 52,46 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 432 | 140 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 2 488 | 3,28 | 280 | 8,56 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 071 443 | 49,65 | 105 | 36,84 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 3 247 | 0,96 | 318 | -7,58 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 10 682 | 1,13 | 1 046 | -7,28 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 117 | 0,86 | 11 | -8,33 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 450 201 | 5,10 | 44 079 | -3,56 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 416 | 139 | ||||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 235 677 | 2,53 | 23 075 | -5,91 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 105 | 10 | ||||||
| 2026-04-22 | 13F | MFA Wealth Services | 2 192 | 0,14 | 215 | -8,15 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 164 942 | 3,48 | 16 149 | -5,04 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 398 | 21,05 | 333 | 11,04 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 27 413 | 2 684 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 883 504 | 7,82 | 86 504 | -1,06 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 381 111 | 1,67 | 37 315 | -6,70 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 2 878 | 27,57 | 282 | 17,08 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 148 239 | 2,39 | 14 514 | -6,04 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3 468 | 340 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 311 953 | 3,52 | 33 285 | 5,69 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 192 017 | 4,36 | 21 229 | 10,95 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 4 887 | 2,43 | 521 | 4,62 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 332 345 | 0,89 | 32 540 | -7,43 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 3 500 | 12,90 | 343 | 3,64 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 14 104 | 5,41 | 1 381 | -3,29 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 913 898 | 5,10 | 89 480 | -3,56 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 8 382 | 4,19 | 821 | -4,43 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 832 | -15,45 | ||||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 16 019 | 280,86 | 1 568 | 250,00 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 28 319 | 0,12 | 2 773 | -8,12 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 218 373 | 220,52 | 21 381 | 194,13 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 57 749 | 9,98 | 5 654 | 0,93 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 543 010 | 0,78 | 53 166 | -7,52 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 11 764 | 67,65 | 1 152 | 53,88 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 454 660 | 2,65 | 44 516 | -5,81 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 241 101 | 6,07 | 23 606 | -2,66 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 9 631 | 0,25 | 943 | -8,10 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 5 814 | 8,15 | 569 | -0,70 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 210 | 1 212,50 | 21 | 1 900,00 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 52 367 | 769,45 | 5 127 | 698,60 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 556 | 14,41 | 254 | 5,86 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 238 746 | 18,32 | 23 376 | 8,57 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 52 726 | 10,49 | 5 202 | 2,18 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 95 354 | 7,38 | 9 336 | -1,47 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 30 570 | 12,25 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 15 144 | 0,56 | 1 693 | 4,38 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 552 | 13,11 | 54 | 3,85 | ||||
| 2026-05-12 | 13F | Creative Planning | 727 702 | 0,42 | 71 249 | -7,85 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1 052 | 3,44 | 112 | 5,66 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 43 698 | 17,22 | 4 278 | 7,57 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 212 889 | 2,81 | 20 844 | -5,66 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 52 032 | 17,96 | 5 094 | 8,24 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 2 109 | 0,09 | 206 | -8,04 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 364 | 439,13 | 0 | |||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 5 804 | 1,68 | 568 | -6,73 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 1 607 843 | 6,67 | 157 424 | -2,12 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 23 830 | 0,18 | 2 333 | -8,08 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1 120 507 | 1,35 | 109 709 | -7,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 2 836 | 1,03 | 278 | -7,97 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 82 812 | 2,73 | 8 108 | -5,73 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 151 030 | 0,26 | 14 787 | -8,00 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 4 752 | 0,06 | 465 | -8,10 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3 579 192 | 36,83 | 350 439 | 25,56 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 2 693 | 31,24 | 264 | 20,64 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 6 046 | 56,71 | 592 | 43,80 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 26 634 | 1,68 | 2 608 | -6,69 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 32 263 | 7,81 | 3 159 | -1,10 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 102 382 | 0,03 | 10 024 | -8,21 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 25 473 | 25,35 | 2 494 | 15,04 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 385 | 38 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 361 | 35 | ||||||
| 2026-05-08 | 13F | Addison Advisors LLC | 193 | 171,83 | 19 | 157,14 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 85 366 | 3,99 | 8 358 | -4,58 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1 375 898 | 2,48 | 134 716 | -5,96 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 604 | 170,85 | 59 | 156,52 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 5 318 | 521 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3 308 | 21,08 | 324 | 11,00 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 110 326 | 0,90 | 10 802 | -7,41 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 2 148 | 210 | ||||||
| 2026-04-14 | 13F | Joule Financial, LLC | 13 505 | 437,83 | 1 322 | 395,13 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2 095 | 1,90 | 205 | -6,39 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 41 | 4 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 97 316 | 618,78 | 10 384 | 619,04 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 5 184 | 8,82 | 508 | -0,20 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 1 000 | 3 233,33 | 98 | 3 133,33 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 1 | 0 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1 097 | 107 | ||||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 84 347 | 4,84 | 8 258 | -3,80 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 2 698 | 1,50 | 264 | -6,71 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 3 726 | 0,76 | 365 | -7,61 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 379 865 | 2,36 | 37 193 | -6,07 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 17 479 | 1 711 | ||||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 16 291 | 0,21 | 1 782 | 1,48 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2 377 | 16,92 | 233 | 7,41 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 3 328 | 3,32 | 326 | -5,25 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 728 | 18,37 | 71 | 9,23 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 27 486 | 16,39 | 2 691 | 6,83 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 47 404 | 9,99 | 4 641 | 0,94 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1 730 | 203 | ||||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 2 549 | 277 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 914 | 19,01 | 89 | 9,88 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3 536 | 0,77 | 346 | -7,49 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 234 248 | 5,29 | 22 935 | -3,39 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 593 091 | 58 070 | ||||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 3 412 | 9,78 | 334 | 0,91 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 8 184 | 0,13 | 801 | -8,14 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 40 282 | 38,20 | 3 944 | 26,86 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 3 047 | 1,63 | 298 | -6,58 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 2 366 | 232 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 6 749 | 7,28 | 720 | 9,59 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 100 554 | 24,41 | 9 845 | 16,55 | ||||
| 2026-04-13 | 13F | Trust Co | 651 | 103,44 | 64 | 85,29 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 10 176 | 996 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 9 227 | 903 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 13 963 | 2,08 | 1 367 | -6,31 | ||||
| 2026-04-06 | 13F | CX Institutional | 282 635 | 2,67 | 28 | -6,90 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 127 927 | 4,09 | 12 525 | -4,48 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 2 591 | 254 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 4 192 | 410 | ||||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 3 087 | 0,13 | 302 | -7,93 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 3 164 | 5,93 | 310 | -2,83 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 199 410 | 0,40 | 19 524 | -7,87 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 7 437 | 16,26 | 728 | 6,74 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 5 772 | 1,44 | 565 | -6,92 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 2 565 | 2,23 | 251 | -5,99 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 50 593 | 4 954 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 68 478 | 3,12 | 6 705 | -5,38 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 568 | 65,57 | 545 | 52,23 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 3 048 | 0,13 | 298 | |||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 107 688 | 5,87 | 10 544 | -2,86 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 18 695 | 1,35 | 1 830 | -7,01 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1 593 | 1,08 | 170 | 3,66 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 37 537 | 30,00 | 3 675 | 19,32 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 18 072 | 102,76 | 1 769 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 194 405 | 5,16 | 19 034 | -3,50 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 45 764 | 36,74 | 4 481 | 25,49 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 37 625 | 3,59 | 3 684 | -2,49 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 2 788 | 0,14 | 273 | -8,42 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 158 | 182,14 | 15 | 150,00 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 57 132 | 14,26 | 5 594 | 4,86 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 34 686 | 54,31 | 3 396 | 44,20 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 15 203 | 127,05 | 1 489 | 108,40 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 2 756 | 270 | ||||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 6 813 | 667 | ||||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 124 201 | 3,69 | 13 253 | 5,87 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 49 | 2,08 | 5 | -20,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 40 464 | 6,42 | 3 962 | -2,37 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 2 480 | 13,09 | 243 | 3,42 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 8 716 | 853 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 667 644 | 3,87 | 65 369 | -4,68 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 24 575 | 0,99 | 2 406 | -7,32 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 7 773 | 9,59 | 774 | 2,25 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 119 | 147,92 | 12 | 120,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4 157 103 | 3,15 | 407 022 | -5,35 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 9 422 | 1,51 | 1 108 | 11,82 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 848 648 | 0,61 | 181 001 | -7,68 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 138 658 | 1,48 | 13 576 | -6,88 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 25 704 | 0,62 | 2 517 | -7,67 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 156 240 | 0,94 | 15 298 | -7,38 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 11 393 | 24,83 | 1 115 | 14,59 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 3 231 | 0,06 | 316 | -8,14 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2 194 615 | 4,73 | 214 875 | -3,89 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 36 748 | 10,74 | 3 598 | 1,64 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 9 566 | 0,43 | 937 | -7,87 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 62 638 | 5,64 | 6 133 | -3,07 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 74 535 | 0,88 | 7 298 | -7,43 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 3 497 | 0,58 | 342 | -9,04 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 2 205 | 0,05 | 216 | -8,51 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 382 192 | 2,84 | 37 420 | -5,63 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 88 722 | 3,56 | 9 916 | 7,54 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 11 616 | 5,29 | 1 137 | -3,40 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 57 384 | 63,31 | 5 619 | 49,85 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 89 089 | 5,56 | 8 723 | -3,14 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 207 773 | 0,91 | 20 343 | -7,40 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 2 911 | 3,01 | 285 | -5,32 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 314 137 | 6,00 | 30 757 | -2,73 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 129 345 | 42,78 | 12 664 | 31,03 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 13 782 | 174,16 | 1 349 | 151,68 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 260 288 | 1,65 | 25 389 | -5,16 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 919 | 90 | ||||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 162 313 | 31,29 | 15 892 | 20,49 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 7 364 | 9,02 | 721 | 0,14 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 786 235 | 11,94 | 272 801 | 2,72 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 53 900 | 22,35 | 5 277 | 12,28 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 2 044 | 3,44 | 200 | -4,76 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 126 409 | 8,97 | 12 379 | 0,02 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 19 370 | 45,40 | 1 897 | 33,43 | ||||
| 2026-05-01 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 504 886 | 0,40 | 49 433 | -7,87 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 207 920 | 1,40 | 20 357 | -6,96 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 2 946 | 7,56 | 288 | -1,37 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 148 331 | 2,22 | 14 523 | -6,19 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3 495 | 8,98 | 342 | 0,00 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 3 975 | 0,15 | 389 | -8,04 | ||||
| 2026-05-08 | 13F | Bokf, Na | 57 218 | 324,59 | 5 602 | 289,84 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 44 253 | 10,77 | 4 333 | 1,64 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 26 087 | 0,35 | 2 554 | -7,90 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 847 510 | 40,88 | 90 429 | 43,84 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 44 675 | 1,09 | 4 374 | -7,23 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 7 500 | 3,73 | 734 | -4,80 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 154 | 15 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 82 562 | 6,59 | 8 084 | -2,19 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 64 390 | 0,39 | 6 304 | -7,89 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 8 074 | 3,12 | 791 | -5,39 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 11 779 | 0,01 | 1 153 | -8,20 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 5 491 | 24,40 | 538 | 14,26 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 8 680 | 850 | ||||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 44 578 | 0,07 | 4 365 | -8,18 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 500 556 | 0,12 | 49 010 | -8,13 | ||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 270 056 | 5,84 | 26 441 | -2,88 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 637 452 | 2,82 | 62 413 | -5,65 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 5 872 | 4,43 | 575 | -4,17 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 326 185 | 32,18 | 31 937 | 21,29 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 392 110 | 3,95 | 38 391 | -4,62 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 34 547 | 142,66 | 3 383 | 122,65 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 804 593 | 260,07 | 79 527 | 233,55 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2 219 | 25,01 | 220 | 15,87 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 249 316 | 56,52 | 26 602 | 59,79 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 17 949 | 38,32 | 1 757 | 26,95 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 85 544 | 635,36 | 8 376 | 574,86 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 16 699 | 31,29 | 1 635 | 20,41 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1 295 429 | 126 835 | ||||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 2 073 | 8,82 | 203 | -0,49 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 274 | 29 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8 033 | 0,77 | 787 | -7,53 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 94 648 | 154,46 | 9 267 | 133,54 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 149 | 3 481,67 | 213 | 3 450,00 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 566 820 | 70,09 | 55 497 | 56,08 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 250 | 24 | ||||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 21 491 | 2 132 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 517 | 51 | ||||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 53 793 | 12,20 | 5 267 | 2,95 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 4 220 | 62,87 | 413 | 46,98 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 069 038 | 4,29 | 300 490 | -4,30 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 122 457 | 1,21 | 11 990 | -7,13 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 14 479 | 0,91 | 1 587 | 2,72 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 6 215 | 15,20 | 609 | 5,74 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 11 885 | 5,80 | 1 164 | -46,80 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 193 883 | 11,06 | 19 | 0,00 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 77 060 | 1,31 | 7 545 | -7,04 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17 986 | 0,28 | 1 967 | 2,82 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 15 861 | 0,70 | 1 553 | -7,62 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 6 035 | 1,00 | 591 | -7,38 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 9 579 | 0,06 | 938 | -8,23 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 579 137 | 0,37 | 61 794 | 2,48 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 206 273 | 7,77 | 20 196 | -1,11 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 218 224 | 53,84 | 21 366 | 41,17 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 248 326 | 5,45 | 24 314 | -3,24 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 11 616 | 10,34 | 1 137 | 1,25 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 98 747 | 2 969 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 149 210 | 14 609 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 273 | 55,11 | 27 | 44,44 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 422 615 | 1,30 | 41 | -6,82 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 398 159 | 19,45 | 38 983 | 9,61 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 130 | 13 | ||||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 3 068 | 0,10 | 300 | -8,26 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1 048 519 | 5,47 | 102 660 | -3,22 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 32 156 | 363,34 | 3 148 | 325,41 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 4 602 | 0,04 | 451 | -8,16 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 27 925 | 4,07 | 2 734 | -2,01 | ||||
| 2026-04-24 | 13F | Optas, LLC | 183 472 | 2,95 | 17 964 | -5,53 | ||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 3 925 | 12,95 | 384 | |||||
| 2026-01-29 | 13F | Comerica Bank | 63 240 | 4,52 | 6 748 | 6,71 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 201 128 | 0,40 | 19 692 | -7,87 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 236 548 | 451,48 | 23 160 | 406,12 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2 200 | 173,63 | 235 | 178,57 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 161 170 | 14,14 | 15 780 | 4,74 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 34 258 | 5,60 | 3 398 | -1,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 30 300 | 90,57 | 2 967 | 74,88 | |||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 129 681 | 4,75 | 12 697 | -3,88 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 448 627 | 3,15 | 43 925 | -5,35 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 7 075 | 0,17 | 693 | -8,10 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 50 | 5 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 43 158 | 1,23 | 4 226 | -7,12 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 2 112 143 | 8,75 | 206 800 | -0,21 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 4 100 | 109,50 | 401 | 92,79 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 1 050 219 | 8,28 | 109 223 | 5,54 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 2 591 | 254 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 10 099 | 2,66 | 989 | -5,82 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 5 383 | 2,46 | 527 | -5,89 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 352 548 | 2,30 | 34 518 | -7,35 | ||||
| 2026-04-29 | 13F | Jericho Financial, Llp | 15 675 | 2,00 | 1 535 | -6,41 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 271 | 27 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 8 387 | 0,11 | 895 | 2,17 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 5 627 | 0,04 | 551 | -8,33 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 55 747 | 19,90 | 5 458 | 10,04 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 3 311 | 0,12 | 324 | -8,73 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 7 826 | 766 | ||||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 9 781 | 23,86 | 958 | 13,66 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 13 440 | 0,46 | 1 316 | -7,85 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 14 508 | 0,25 | 1 421 | -8,03 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 14 771 | 61,01 | 1 446 | 47,85 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 200 384 | 0,84 | 19 620 | -7,47 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 479 805 | 46 978 | ||||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 355 479 | 2,64 | 34 805 | -5,82 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 427 309 | 2,05 | 237 658 | -6,36 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 803 957 | 176 625 | ||||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 3 765 | 16,78 | 369 | 6,98 | ||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 19 698 | 1,05 | 1 929 | -7,26 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 229 898 | 10,10 | 22 509 | 1,03 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2 113 | 207 | ||||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 384 599 | 8,89 | 37 656 | -0,08 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 2 386 | 15,21 | 234 | 5,91 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 30 800 | 29,41 | 3 016 | 18,75 | |||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 25 847 | 0,11 | 2 578 | -5,33 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 109 800 | 133,12 | 10 751 | 113,93 | |||
| 2026-04-08 | 13F | Mma Asset Management Llc | 268 942 | 22,24 | 26 332 | 12,17 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 328 956 | 4,16 | 32 208 | -4,42 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1 248 | 1,71 | 122 | -6,15 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 3 447 | 14,90 | 337 | 5,31 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 448 042 | 18,32 | 43 868 | 8,57 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9 204 | 29,94 | 901 | 19,34 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 99 308 | 10 596 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 20 527 | 113,42 | 2 010 | 95,81 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 657 994 | 133,40 | 64 424 | 114,18 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3 727 164 | 3,58 | 364 927 | -4,95 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 2 553 | 10,81 | 250 | 1,63 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 198 267 | 0,51 | 19 412 | -7,77 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 27 021 | 3,41 | 2 646 | -5,13 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2 694 | 5,36 | 264 | -3,31 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 20 687 | 2 272 | ||||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 426 674 | 7,45 | 41 776 | -1,40 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1 520 | 162 | ||||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 2 501 | 296 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 239 252 | 3,49 | 23 425 | -5,03 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2 980 | -38,79 | ||||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 2 630 | 0,04 | 0 | |||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 11 247 | 10,69 | 1 101 | 1,57 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 278 883 | 0,90 | 27 305 | -7,42 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 20 527 | 12,29 | 2 010 | 3,03 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 269 679 | 26 404 | ||||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 193 505 | 26,94 | 23 511 | 44,48 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15 104 | 70,32 | 1 479 | 56,24 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 100 108 | 2,53 | 9 802 | -5,91 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 13 340 | 7,06 | 1 072 | -19,34 | ||||
| 2026-05-15 | 13F | Seal Cove Capital, LLC | 123 120 | 12 055 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 105 700 | 107,25 | 10 349 | 90,20 | |||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 6 414 | 628 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 49 756 | 38,18 | 4 872 | 26,82 | ||||
| 2026-05-04 | 13F | Camden National Bank | 26 688 | 16,11 | 2 613 | 6,57 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 302 481 | 19,96 | 29 616 | 10,07 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 132 366 | 128,22 | 12 960 | 109,42 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 44 796 | 1,14 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 177 | 1 670,00 | 17 | 1 600,00 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 17 686 | 12,51 | 1 677 | -0,89 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 46 311 | 67,70 | 4 534 | 53,90 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 300 | 29 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 70 664 | 14,05 | 6 919 | 4,66 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 919 | 0,11 | 90 | -8,25 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 2 759 | 35,64 | 270 | 24,42 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 241 651 | 1,85 | 23 660 | -6,53 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 7 846 | 3,66 | 768 | -4,83 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 4 813 | 6,77 | 471 | -2,08 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1 841 696 | 6 743,15 | 180 320 | 6 180,74 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 200 | 900,00 | 20 | 850,00 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 122 | 0,83 | 12 | -8,33 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 9 668 | 3,14 | 947 | -5,40 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 989 915 | 6,49 | 96 923 | -2,28 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 221 462 | 6,27 | 21 683 | -2,48 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 46 192 | 2,12 | 4 523 | -6,30 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 275 716 | 10,75 | 26 995 | 1,63 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 36 770 | 1,89 | 3 600 | -6,49 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 16 546 | 7,70 | 1 620 | -1,22 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 89 490 | 0,44 | 8 762 | -7,83 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 29 752 | 2,95 | 2 913 | -5,51 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 95 | 9 | ||||||
| 2026-04-17 | 13F | Hamilton Capital Partners, Llc | 72 957 | 26,54 | 7 143 | 16,13 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 26 791 | 16,38 | 2 623 | 6,80 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 2 469 | 242 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 382 639 | 9,41 | 37 464 | 0,40 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 3 433 | 2,51 | 336 | -5,88 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 25 201 | 12,39 | 2 467 | 3,14 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 107 572 | 2,51 | 10 532 | -5,93 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 3 135 | 2,69 | 307 | -5,85 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1 029 | 2,90 | 110 | 4,81 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 3 779 | 60,54 | 370 | 47,41 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 76 144 | 6,95 | 7 455 | -1,86 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 99 366 | 10,83 | 9 729 | 1,69 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 5 054 | 5,03 | 495 | -3,70 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3 318 | 23,35 | 354 | 25,98 | ||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 41 686 | 2,73 | 4 083 | -5,75 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 431 | 42 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 288 | 53,19 | 28 | 40,00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 132 015 | 5 964,08 | 12 926 | 5 471,12 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 5 564 | 5,96 | 545 | -2,86 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 4 602 | 0,02 | 475 | -4,44 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7 085 | 176,33 | 694 | 153,85 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 249 121 | 5,16 | 24 391 | -3,50 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3 187 | 1,89 | 312 | -6,31 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 1 962 | 27,24 | 192 | 17,07 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 47 993 | 2,86 | 4 699 | -5,62 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 868 064 | 6,67 | 84 992 | -9,28 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 389 460 | 9,95 | 136 042 | 0,89 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 69 670 | 1,95 | 6 821 | -6,45 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 29 | 3 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 60 056 | 489,19 | 5 880 | 440,94 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 8 981 | 0,36 | 879 | -7,86 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 4 571 | 12,03 | 448 | 2,76 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 73 019 | 7 150 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 2 075 | 40,68 | 203 | 29,30 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 104 046 | 16,21 | 10 187 | 6,64 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 17 385 | 0,02 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1 336 | 0,30 | 131 | -8,45 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 53 427 | 6,42 | 5 231 | -2,33 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 33 803 | 0,05 | 3 310 | -8,19 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 185 699 | 3,50 | 18 182 | -5,03 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 5 027 | 46,30 | 492 | 34,43 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 3 914 | 5,39 | 383 | -3,28 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 275 | 27 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17 402 089 | 0,66 | 1 703 839 | -7,63 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1 454 358 | 15,86 | 142 396 | 6,32 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 657 | 1 297,87 | 64 | 1 180,00 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 93 330 | 4,63 | 9 138 | -3,99 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 6 158 | 0,24 | 603 | -8,09 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 17 595 | 22,45 | 1 723 | 12,33 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 55 773 | 25,71 | 5 461 | 15,34 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 11 124 | 12,18 | 1 236 | 16,73 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 37 537 | 3 675 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 34 827 | 2,72 | 3 410 | -5,75 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 5 963 | 82,24 | 584 | 67,05 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 10 432 | 1,84 | 1 021 | -6,59 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 81 | 8 | ||||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 1 019 | 53,70 | 100 | 41,43 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 184 410 | 8,15 | 311 786 | -0,76 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 44 239 | 12,07 | 4 331 | 2,83 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 118 799 | 4,72 | 11 632 | -4,84 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 75 295 | 7 | ||||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 2 429 | 0,04 | 238 | -8,49 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 226 466 | 61,02 | 22 173 | 47,76 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 7 577 | 1,61 | 742 | -6,79 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 89 360 | 42,75 | 8 749 | 30,99 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 54 476 | 1,81 | 5 334 | -6,59 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 251 805 | 15,31 | 24 654 | 5,81 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3 313 | 27,23 | 324 | 16,97 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 108 630 | 4,39 | 10 636 | -4,22 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 3 081 | 728,23 | 302 | 671,79 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 5 248 | 11,66 | 514 | 2,40 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 349 608 | 7,63 | 34 230 | -1,24 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 383 400 | 37 539 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 507 584 | 101,88 | 49 698 | 85,25 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2 190 526 | 0,64 | 214 474 | -7,66 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 191 802 | 12,75 | 18 779 | 3,47 | ||||
| 2026-05-12 | 13F | CBM Financial, LLC | 142 570 | 7,73 | 15 763 | 14,51 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 3 551 | 6,60 | 348 | -2,25 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 346 165 | 6,45 | 33 893 | -2,31 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 135 607 | 15,38 | 13 277 | 5,88 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 92 247 | 1,84 | 9 032 | -6,55 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 3 673 | 4,26 | 360 | -4,27 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 7 036 | 6,67 | 689 | -2,13 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 1 100 | 108 | |||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 25 382 | 6,26 | 2 485 | -2,47 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 184 | 8,24 | 18 | 0,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 1 502 441 | 2,85 | 147 104 | -5,62 | ||||
| 2026-05-04 | 13F | Nwam Llc | 5 021 | 18,00 | 492 | 7,44 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 36 650 | 14,30 | 4 096 | 19,45 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 1 338 | 131 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 786 967 | 3,34 | 174 962 | -5,18 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 393 753 | 133,94 | 38 552 | 112,24 | ||||
| 2026-04-08 | 13F | Tlwm | 388 554 | 72,86 | 38 043 | 58,62 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1 570 | 154 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 10 137 | 4,62 | 993 | -3,97 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 102 633 | 7,18 | 10 049 | -1,65 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 13 290 | 41,85 | 1 301 | 30,23 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 49 794 | 1 765,64 | 4 875 | 1 616,55 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15 021 380 | 27,71 | 1 470 743 | 17,18 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36 360 | 0,99 | 4 | 0,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 25 852 | 1,73 | 2 531 | -6,64 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 3 357 | 29,36 | 329 | 18,84 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 14 201 | 0,11 | 1 390 | -8,13 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 9 070 | 11,02 | 888 | 1,95 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2 526 | 17,38 | 247 | 7,86 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 796 | 8,15 | 91 | 12,50 | ||||
| 2026-05-01 | 13F | American Trust | 45 202 | 5,83 | 4 426 | -2,90 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 71 505 | 12,00 | 7 001 | 2,79 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 205 461 | 2,24 | 20 382 | -4,94 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4 884 338 | 4,79 | 478 226 | -3,85 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 3 273 | 5,28 | 320 | -3,32 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 10 380 | 12,56 | 1 016 | 3,36 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 38 297 | 0,06 | 3 750 | -8,18 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 2 996 | 13,74 | 293 | 4,27 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 3 054 | 0,30 | 303 | -6,79 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 2 436 | 264 | ||||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 54 238 | 6,12 | 5 310 | -2,62 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3 790 | 1,15 | 371 | -7,02 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 131 379 | 32,86 | 12 863 | 21,92 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 135 264 | 102,94 | 13 244 | 86,23 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 5 169 | 92,51 | 506 | 76,92 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 10 789 | 22,76 | 1 056 | 12,70 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 2 786 481 | 3,66 | 272 824 | -4,88 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 5 087 | 498 | ||||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 30 676 | 16,31 | 3 003 | 6,72 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 41 624 | 2,51 | 4 075 | -5,93 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1 595 | 87,65 | 156 | 73,33 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 847 | 14,07 | 7 426 | 4,68 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1 142 | 112 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 42 772 | 2,01 | 4 188 | -6,39 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 12 406 | 1 215 | ||||||
| 2026-05-13 | 13F | Rhl Group, Llc | 135 | 13 | ||||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 355 574 | 14,46 | 34 814 | 5,04 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11 828 | 21,34 | 1 158 | 11,35 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 45 041 | 5,50 | 4 410 | -3,21 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 3 541 | 3,18 | 347 | -5,46 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 450 661 | 6,53 | 44 124 | -2,24 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 62 722 | 753,13 | 6 141 | 683,29 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 8 084 | 13,17 | 791 | 3,81 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 118 | 12 | ||||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 29 351 | 0,85 | 2 874 | -7,47 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 364 883 | 1,51 | 35 726 | -6,85 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 138 919 | 0,69 | 13 602 | -7,61 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 325 038 | 21,16 | 31 824 | 11,18 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 4 326 | 0,84 | 424 | -7,44 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 79 825 | 7 816 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 721 557 | 1 160,99 | 168 663 | 1 057,84 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 86 328 | 1,77 | 8 452 | -6,62 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1 388 717 | 25,76 | 135 969 | 15,40 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 4 844 | 1,02 | 474 | -7,24 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 45 569 | 2,57 | 4 462 | -5,89 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 27 651 | 2,59 | 2 707 | 10,31 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 133 082 | 10,08 | 13 030 | 1,02 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 864 | 0,12 | 85 | -8,70 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4 914 | 140,76 | 481 | 121,20 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 25 381 | 7,76 | 2 485 | -1,11 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 159 312 | 40,50 | 15 598 | 28,93 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2 853 | 279 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2 184 | 0,14 | 214 | -8,19 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 261 658 | 3,64 | 26 | -3,85 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 104 052 | 1,16 | 10 322 | -5,96 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 41 455 | 4 059 | ||||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 7 460 | 237,56 | 730 | 210,64 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 13 260 | 3,37 | 1 298 | -5,12 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 20 512 | 2 008 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 81 467 | 19,40 | 7 976 | 9,56 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 1 940 333 | 5,13 | 189 978 | -3,53 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 470 788 | 0,63 | 46 095 | -7,66 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 21 970 | 8,83 | 2 200 | 1,71 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 7 762 | 51,75 | 828 | 55,06 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 13 015 | 0,02 | 1 274 | -8,21 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 12 581 | 1 184 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 3 | 0 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 32 683 | 2,03 | 3 200 | -6,38 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 2 158 | 211 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 21 | 2 | ||||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 405 208 | 6,07 | 39 674 | -2,67 | ||||
| 2026-05-07 | 13F | MWA Asset Management | 965 | 232 | ||||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 129 220 | 2,57 | 12 652 | -5,88 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 393 761 | 17,33 | 39 | 8,57 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 113 002 | 2,92 | 11 064 | -5,56 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 134 866 | 6,24 | 13 205 | -2,51 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 233 593 | 6,34 | 22 871 | -2,42 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 13 687 | 3,86 | 1 340 | -4,69 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 90 199 | 0,00 | 8 831 | -8,24 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 8 658 | 10,00 | 848 | 0,12 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 8 890 | 870 | ||||||
| 2026-05-11 | 13F | Collier Financial | 204 434 | 0,88 | 20 016 | -7,42 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 6 587 | 9,67 | 645 | 0,63 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 3 647 | 357 | ||||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5 865 | 10,95 | 574 | 1,95 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 238 066 | 2,03 | 23 309 | -6,37 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 157 936 | 119,65 | 15 464 | 101,55 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 12 409 631 | 0,20 | 1 215 027 | -8,06 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 7 920 | 53,46 | 775 | 40,91 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 145 701 | 2,13 | 14 266 | -6,28 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 83 104 | 75,05 | 8 137 | 60,63 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 4 963 | 50,17 | 486 | 37,78 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 103 280 | 35,50 | 10 112 | 24,35 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 44 510 | 5,99 | 4 358 | -2,72 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 13 589 | 4,29 | 1 331 | -4,32 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10 423 | 30,65 | 1 112 | 33,49 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 247 | 24 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 34 224 | 4,89 | 3 351 | -3,76 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 697 | 68 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 80 663 | 0,39 | 7 898 | -7,89 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 57 396 | 4,81 | 5 620 | -3,83 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 652 119 | 11,77 | 63 849 | 2,56 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 13 056 | 50,03 | 1 278 | 37,72 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 112 716 | 0,74 | 11 036 | -7,56 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 168 | 16 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 235 300 | 1,44 | 23 038 | -6,91 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 4 185 | 15,77 | 410 | 6,23 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 5 520 | 540 | ||||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 978 | 3,49 | 96 | -5,00 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 4 972 | 6,04 | 487 | -2,80 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 383 | 527,87 | 38 | 516,67 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 135 216 | 1,81 | 13 239 | -6,58 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 447 709 | 11,71 | 43 835 | 2,50 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 14 936 | 6,58 | 1 200 | -19,73 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 10 601 | 1,40 | 1 038 | -7,00 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 3 179 | 0,03 | 311 | -8,26 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 241 492 | 7,80 | 23 644 | -1,08 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3 946 | 25,67 | 421 | 28,35 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 8 132 | 29,06 | 796 | 18,45 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 3 969 | 0,08 | 389 | -8,27 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 79 223 | 20,47 | 7 757 | 10,55 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 8 043 | 14,51 | 788 | 5,07 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 142 503 | 32,18 | 13 952 | 21,29 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 3 669 | 359 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 1 178 887 | 0,58 | 115 425 | -7,71 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 30 030 | 1,02 | 2 940 | -7,28 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 13 256 | 7,71 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 511 | 0,20 | 50 | -7,41 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 225 580 | 2,88 | 22 087 | -5,60 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 116 563 | 20,70 | 11 413 | 10,75 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 43 208 | 3,77 | 4 231 | -4,77 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1 666 662 | 40,42 | 185 866 | 44,87 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 76 705 | 57,51 | 7 510 | 44,53 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 51 717 | 1,51 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 136 694 | 2,11 | 13 384 | -6,31 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7 389 | 6,35 | 788 | 41,22 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 305 913 | 0,27 | 32 350 | -1,74 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 14 105 | 1 381 | ||||||
| 2026-04-20 | 13F | Auour Investments LLC | 70 803 | 3,40 | 6 932 | -5,12 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 39 685 | 1,11 | 3 886 | -7,21 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 17 032 | 515,10 | 1 668 | 465,08 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 163 078 | 5,25 | 15 967 | -3,43 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 528 353 | 3,02 | 51 731 | -5,46 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 26 703 | 667,99 | 3 | |||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 32 578 | 4,80 | 3 190 | -3,83 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 9 482 | 4,98 | 928 | -3,63 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 4 150 | 27,22 | 406 | 19,41 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 11 043 | 5,45 | 1 081 | -3,22 | ||||
| 2026-04-20 | 13F | Up Capital Management, Inc. | 2 744 | 0,15 | 269 | -8,22 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 408 215 | 2,08 | 39 968 | -6,33 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 6 466 | 0,11 | 633 | -8,13 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 116 832 | 1 143,42 | 11 564 | 1 054,09 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 285 546 | 5,26 | 27 958 | -3,41 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 279 803 | 27 395 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 18 770 | 12,43 | 1 838 | 3,14 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 4 973 | 47,39 | 487 | 35,38 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 245 089 | 6,60 | 23 997 | -2,18 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 87 653 | 0,47 | 8 582 | -7,80 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 883 | 0,16 | 184 | -8,00 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 6 352 | 0,09 | 622 | -8,27 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 5 865 | 1 307 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 528 | 1,93 | 52 | -7,27 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5 537 | 542 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 546 445 | 5,92 | 53 502 | -2,81 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 915 124 | 52,07 | 89 472 | 42,26 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 188 716 | 6,74 | 18 477 | -2,05 | ||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 4 226 | 2,82 | 414 | -5,71 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 3 303 | 1,26 | 323 | -7,45 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2 060 | 2,54 | 220 | 4,78 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 1 377 | 895 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 15 614 | 0,29 | 1 529 | -8,01 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 25 111 | 55,43 | 2 459 | 42,66 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 15 833 | 0,43 | 1 578 | -6,18 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 770 | 75 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 2 044 | 200 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2 512 | 0,40 | 246 | -7,89 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1 073 283 | 35,68 | 105 085 | 24,51 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 75 278 | 0,44 | 7 370 | -7,84 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 54 582 | 11,78 | 5 344 | 2,57 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 6 100 | 72,61 | 597 | 58,36 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 60 653 | 18,77 | 5 939 | 8,99 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 17 012 | 1,30 | 1 666 | -7,04 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 99 505 | 9 743 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 13 278 | 31,23 | 1 300 | 20,48 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 7 538 | 738 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 4 963 | 0,08 | 486 | -8,32 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 11 068 | 1,49 | 1 084 | -6,88 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 3 672 | 360 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 861 028 | 15,56 | 84 303 | 6,04 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 4 017 | 15,46 | 393 | 5,93 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 150 827 | 17,34 | 14 767 | 7,68 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 7 104 | 88,09 | 696 | -8,55 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 459 | 45 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 16 371 | 0,10 | 1 603 | -8,67 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 115 | 11 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 6 388 843 | 18,55 | 625 532 | 8,78 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 930 138 | 57,40 | 88 194 | 39,88 |
