Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF, to m.in MKP Capital Management, L.L.C., Ossiam, Retiremitten Financial Llc, Gts Financial, Llc, Ferguson Shapiro LLC, LeClair Wealth Partners LLC, Cvfg Llc, My Portfolio Guide, LLC, DDD Partners, LLC, 6th Street Advisors, LLC, Boothe Investment Group, Inc., Cordatus Wealth Management LLC, Financial Solutions Advisory Group, Inc., Clearview Wealth Management LLC, Stillwater Private Wealth, LLC, Trajan Wealth LLC, Spartan Wealth Advisory Services LLC, New Jersey Better Educational Savings Trust, Roan Capital Partners, i Ubs Asset Management Americas Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 672 500 | 46,23 | 51 473 | 39,52 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 88 346 | 19,53 | 6 762 | 14,05 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 127 963 | 0,25 | 9 794 | -4,35 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 309 952 | 12,58 | 176 804 | 7,41 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 67 658 | 30,43 | 5 179 | 24,44 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 4 142 | 0 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 108 097 | 2,52 | 8 274 | -2,19 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 15 348 | 13,10 | 1 175 | 7,90 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 33 795 | 4,21 | 2 587 | -0,58 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 4 280 | 79,49 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 351 300 | 117,22 | 28 181 | 122,44 | ||||
| 2026-05-12 | 13F | Creative Planning | 33 659 028 | 2,62 | 2 576 262 | -2,09 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 351 387 | 17,30 | 26 879 | 111 891,67 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 64 433 | 5 | ||||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 27 339 | 35,19 | 2 093 | 28,98 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 539 444 | 6,70 | 41 289 | 1,81 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 808 | 62 | ||||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 23 102 | 3,92 | 1 768 | -0,84 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 358 971 | 47,77 | 27 476 | 40,24 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 72 799 | 5,10 | 5 572 | 0,29 | ||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 225 098 | 3,77 | 17 229 | -0,99 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 158 064 | 0,85 | 12 098 | -3,78 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 174 534 | 5,48 | 13 359 | 0,64 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 7 644 | 54,99 | 585 | 48,10 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7 148 887 | 16,74 | 547 176 | 11,38 | ||||
| 2026-04-14 | 13F | Hudson Valley Investment Advisors Inc /adv | 93 547 | 50,41 | 7 160 | 43,52 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 876 788 | 10,20 | 67 109 | 5,15 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 59 013 | 1,43 | 4 517 | -3,24 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 45 388 | 54,06 | 3 474 | 47,02 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 2 853 | 3,97 | 218 | -0,91 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 9 594 | 63,25 | 734 | 55,84 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 10 156 | 2,21 | 777 | -2,51 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 309 089 | 2,40 | 24 795 | 4,86 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 33 279 | 6,10 | 2 547 | 1,23 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 11 320 | 78,04 | 866 | 69,80 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 199 215 | 79,32 | 15 248 | 71,08 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 7 382 | 1,19 | 565 | -3,42 | ||||
| 2026-04-29 | 13F | PCB Capital LLC | 38 213 | 11,22 | 2 925 | 6,10 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 1 133 896 | 1,91 | 90 961 | 4,35 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 26 408 | 0,22 | 2 021 | -4,35 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 10 186 | 780 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 180 | 0,56 | 14 | -7,14 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3 015 193 | 61,11 | 230 783 | 53,72 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 2 950 | 0,85 | 226 | -3,85 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 178 414 | 71,58 | 13 689 | 64,89 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 6 025 725 | 1,24 | 461 209 | -3,40 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 216 | 35,85 | 17 | 33,33 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 25 407 | 43,88 | 2 038 | 47,36 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 11 696 | 0,51 | 895 | -4,07 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 141 727 | 16,19 | 8 438 | -13,78 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 49 | 4 | ||||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 449 889 | 2,14 | 34 435 | -2,55 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 4 446 | 3,35 | 340 | -1,45 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 176 593 | 21,77 | 13 516 | 16,19 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 65 263 | 4,55 | 4 995 | -0,24 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 17 000 | 15,25 | 1 301 | 9,97 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 9 123 | 2,76 | 698 | -1,97 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 102 189 | 37,61 | 7 822 | 31,29 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 2 968 | 227 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 4 480 | 37,25 | 343 | 31,03 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 250 238 | 0,80 | 19 153 | -3,82 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 4 292 | 2,51 | 329 | -2,09 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1 273 | 22,76 | 97 | 16,87 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 75 030 | 5 743 | ||||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 124 156 | 22,76 | 9 503 | 15,08 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 151 071 | 28,80 | 11 563 | 22,88 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 110 429 | 1,06 | 8 452 | -3,57 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 167 611 | 2,25 | 12 829 | -2,45 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 3 885 | 0 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 435 051 | 11 467,43 | 34 900 | 11 494,35 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 155 353 | 3,80 | 11 891 | -0,97 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 7 034 | 6,24 | 538 | 1,32 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 5 040 | 389 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 654 | 50 | ||||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 1 807 460 | 65,88 | 138 343 | 58,27 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 2 403 354 | 4,60 | 183 953 | -0,20 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 1 278 593 | 2,36 | 97 864 | -2,34 | ||||
| 2026-04-29 | 13F | Invested Advisors | 24 032 | 8,25 | 1 839 | 3,31 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 146 708 | 45,02 | 11 229 | 38,37 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 3 547 258 | 763,35 | 271 507 | 723,75 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1 999 | 153 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 59 693 | 15,93 | 4 608 | 10,59 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3 981 | 64,98 | 305 | 57,51 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 592 | 150,19 | 200 | 136,90 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 152 498 | 49,97 | 11 677 | 43,17 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 73 200 | 7,41 | 5 603 | 2,49 | ||||
| 2026-05-15 | 13F | Hbk Investments L P | 120 539 | 14,49 | 9 226 | 9,24 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 3 026 | 232 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 21 566 182 | 1 650 676 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 74 877 | 4,32 | 5 731 | -0,47 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 20 760 | 45,84 | 1 589 | 36,98 | ||||
| 2026-05-15 | 13F | TIG Advisors, LLC | 5 960 514 | 0,24 | 456 262 | -4,34 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 910 220 | 9,73 | 74 984 | 12,69 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 4 224 | 1,37 | 360 | 6,53 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 51 335 | 20,48 | 3 929 | 14,95 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 66 621 | 15,01 | 5 099 | 9,75 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 240 614 | 3,43 | 18 417 | -1,31 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 25 668 | 5,40 | 2 059 | 7,97 | ||||
| 2026-05-20 | 13F | Boothe Investment Group, Inc. | 94 563 | 7 238 | ||||||
| 2026-05-04 | 13F | Souders Financial Advisors | 18 259 | 76,79 | 1 398 | 68,72 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 142 422 | 9,28 | 10 901 | 4,28 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 223 896 | 13,15 | 17 136 | 7,95 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 151 193 | 2,80 | 11 572 | -1,92 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 26 282 | 105,97 | 2 012 | 96,58 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 485 200 | 7 441,19 | 37 137 | 7 097,09 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 440 487 | 96,80 | 33 715 | 87,77 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 16 469 | 1 261 | ||||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 59 923 | 0,80 | 4 587 | -3,82 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 19 132 | 0,41 | 1 464 | -4,19 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 36 800 | 93,74 | 2 817 | 84,90 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 17 855 | 60,61 | 1 367 | 53,31 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 10 422 | 38,87 | 798 | 32,39 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 5 290 | 405 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 136 697 | 17,06 | 87 003 | 11,69 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 247 200 | 27,31 | 20 485 | 31,51 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 3 865 | 42,62 | 296 | 35,94 | ||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 199 769 | 0,74 | 15 290 | -3,88 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 12 345 | 11,22 | 1 009 | 11,25 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 166 723 | 0,71 | 12 761 | -3,92 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 32 454 | 74,40 | 2 484 | 66,49 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 25 375 | 71,35 | 1 942 | 63,61 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 944 513 | 4,35 | 72 293 | -0,44 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 15 208 | 0,44 | 1 164 | -4,12 | ||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 12 066 | 0,07 | 924 | -4,55 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 20 835 | 19,29 | 1 595 | 13,78 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 48 567 | 56,99 | 3 717 | 49,82 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2 808 | 0,11 | 215 | -4,89 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 93 107 | 1 490,49 | 7 767 | 1 531,51 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 364 | 0,28 | 28 | -6,90 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 301 173 | 13,57 | 23 052 | 8,35 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 13 623 | 1 043 | ||||||
| 2026-05-14 | 13F | Laraway Financial Inc | 5 330 | 5,67 | 408 | 0,74 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 3 848 | 41,37 | 295 | 34,86 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 83 451 | 25,19 | 6 387 | 17,56 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 23 850 | 45,27 | 1 825 | 38,57 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 24 337 | 0,33 | 1 863 | -4,27 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 26 707 | 48,31 | 2 044 | 41,55 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4 164 509 | 9,32 | 318 752 | 4,31 | ||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 13 305 | 1,63 | 1 018 | -3,05 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 6 163 | 37,91 | 472 | 31,56 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 8 882 959 | 10,73 | 679 902 | 5,65 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 108 342 | 0,00 | 8 293 | -4,59 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 11 255 034 | 8,65 | 861 460 | 103 565,46 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 155 233 | 8,06 | 11 882 | 3,11 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5 430 943 | 17,85 | 415 663 | 12,44 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 4 110 | 0,56 | 330 | 2,81 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 343 557 | 34,36 | 179 376 | 28,20 | ||||
| 2026-05-14 | 13F | Aldebaran Financial Inc. | 68 711 | 5,32 | 5 259 | -0,25 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 304 507 | 1 227,99 | 23 307 | 1 167,32 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 151 508 | 34,56 | 11 596 | 28,39 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 852 472 | 2,52 | 65 248 | -2,18 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 23 | 15,00 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 6 396 243 | 17,06 | 489 568 | 11,69 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 182 242 | 4,88 | 13 949 | 0,07 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 787 | 0,13 | 60 | -4,76 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 29 972 | 39,80 | 2 294 | 33,45 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 365 958 | 2,98 | 28 010 | -1,74 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 44 737 | 1,05 | 3 424 | -3,58 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1 444 | 95,14 | 111 | 86,44 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 400 | 31 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 10 560 | 5,74 | 808 | 0,87 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 707 | 0 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 5 851 | 4,91 | 0 | |||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 5 179 | 2,29 | 415 | 4,80 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 4 189 | 6,51 | 317 | -1,25 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 16 882 | 2,32 | 1 292 | -2,34 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 48 371 | 0,43 | 3 702 | -4,17 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 2 671 | 204 | ||||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 372 022 | 6,73 | 28 475 | 1,83 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 33 839 | 3,24 | 2 590 | -1,48 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 414 641 | 22,75 | 31 737 | 17,12 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 208 257 | 1,70 | 15 940 | -2,96 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 64 751 | 24,18 | 4 956 | 18,51 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4 136 | 0,29 | 317 | -4,24 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 2 474 582 | 36 141,68 | 189 405 | 34 525,96 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 28 401 | 10,26 | 2 174 | 5,18 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 122 382 | 68,02 | 9 367 | 60,31 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 139 795 | 68,13 | 10 700 | 60,40 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 48 014 | 4,89 | 3 675 | 0,08 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 31 536 | 240,52 | 2 414 | 225,20 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 14 631 | 1 229 | ||||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 9 414 | 2,28 | 721 | -2,44 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 95 020 | 822,43 | 7 273 | 780,51 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 98 584 | 412,15 | 7 908 | 424,75 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 355 607 | 2,61 | 27 218 | -2,09 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 369 144 | 3,55 | 28 254 | -1,20 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 2 800 | 214 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 4 543 574 | 4,93 | 347 765 | 0,12 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 534 801 | 26,18 | 45 014 | 32,29 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 6 234 948 | 14,54 | 477 223 | 9,29 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 117 | 1 200,00 | 9 | |||||
| 2026-04-28 | 13F | Encompass More Asset Management | 555 365 | 444,71 | 42 508 | 419,77 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 3 366 | 0,24 | 258 | -4,46 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 2 885 | 221 | ||||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 7 336 | 2,79 | 562 | -2,60 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 58 869 | 40,85 | 4 540 | 35,44 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 335 348 | 138,32 | 25 668 | 127,38 | ||||
| 2026-05-06 | 13F | Atlas Wealth LLC | 19 620 | 1 | ||||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 4 512 | 18,49 | 345 | 13,11 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 424 871 | 39,51 | 32 520 | 33,11 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 193 848 | 22,20 | 14 837 | 16,60 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 41 102 | 26,06 | 3 146 | 20,27 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 16 313 | 0,59 | 1 249 | -4,00 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 641 714 | 18,56 | 49 117 | 13,12 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1 847 371 | 29,27 | 141 398 | 23,34 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 42 401 | 3 399 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 10 235 | 0,40 | 783 | -4,16 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 22 308 | 7,89 | 1 707 | 2,96 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 20 106 | 4,59 | 1 539 | -0,26 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 5 879 | 0,24 | 450 | -4,47 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 21 800 | 10,73 | 1 744 | 10,45 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 7 983 | 0,01 | 611 | -4,53 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 39 706 | 14,09 | 3 039 | 8,89 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 122 954 | 2,06 | 9 411 | -2,63 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 268 348 | 26,08 | 20 539 | 20,29 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 12 733 | 9,56 | 975 | 4,51 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 91 203 | 7,92 | 6 981 | 2,97 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 201 996 | 32,63 | 17 002 | 39,03 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 53 788 | 11,64 | 4 117 | 6,49 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 14 | 40,00 | 1 | |||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 131 940 | 5,34 | 10 099 | -1,43 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 289 817 | 3 282,16 | 22 183 | 3 128,82 | ||||
| 2026-05-11 | 13F | Cooper Capital Advisors LLC | 114 786 | 3,41 | 8 786 | -1,34 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 550 | 42 | ||||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 3 238 | 248 | ||||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 27 712 | 540,15 | 2 121 | 511,24 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 586 | 45 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4 367 372 | 2,17 | 334 279 | -2,52 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2 228 576 | 4,28 | 171 | -0,58 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 137 753 | 1,57 | 10 544 | -3,09 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 3 745 | 3,91 | 287 | -1,04 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 9 471 | 1,07 | 727 | -3,20 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 3 985 848 | 24,59 | 305 077 | 18,88 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 91 466 | 7 044 | ||||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 10 643 | 0,40 | 815 | -4,24 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 33 691 | 16,26 | 3 | 0,00 | ||||
| 2026-04-17 | 13F | McHugh Group, LLC | 52 520 | 9,69 | 4 020 | 4,66 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 112 461 | 9,39 | 8 608 | 4,37 | ||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 36 810 | 2,46 | 2 817 | -2,26 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 12 549 | 960 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 3 137 | 0,71 | 252 | 2,87 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 83 527 | 14,58 | 6 213 | 5,45 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 12 280 | 2,67 | 1 018 | 3,99 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1 535 | 1,19 | 117 | -3,31 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 4 238 | 87,52 | 324 | 79,01 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 30 989 | 1,91 | 2 372 | -2,79 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 3 982 740 | 22,56 | 304 839 | 16,94 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 42 453 | 25,22 | 3 249 | 19,49 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 356 956 | 3,60 | 27 321 | -1,15 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 12 826 | 15,29 | 982 | 9,98 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 49 405 | 4,05 | 3 781 | -0,71 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1 246 265 | 0,85 | 95 389 | -3,78 | ||||
| 2026-04-22 | 13F | Vicus Capital | 2 262 820 | 24,94 | 173 196 | 19,20 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 211 312 | 391,70 | 15 717 | 355,96 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 13 660 | 0,60 | 1 046 | -4,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 481 200 | 219,31 | 36 831 | 204,67 | |||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 590 368 | 10,93 | 45 187 | 5,84 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 469 712 | 4,12 | 35 952 | -0,65 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 3 680 | 282 | ||||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 83 054 | 6 357 | ||||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 76 262 | 27,14 | 5 837 | 21,33 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 26 374 | 2 019 | ||||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 8 813 | 675 | ||||||
| 2026-04-21 | 13F | October Effect Ltd | 29 263 | 3,69 | 2 240 | -1,06 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 50 966 | 16,74 | 3 901 | 11,36 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 7 737 467 | 3,86 | 592 226 | -0,90 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 9 845 | 10,46 | 754 | 5,46 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 281 336 | 1,74 | 21 533 | -2,93 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 92 725 | 62,84 | 7 420 | 62,45 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 98 085 | 14,46 | 7 507 | 9,21 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 151 629 | 146,77 | 12 917 | 162,06 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 137 485 | 15,15 | 10 523 | 9,87 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 8 418 | 9,48 | 644 | 4,55 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 11 804 | 0,24 | 903 | -4,34 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 8 193 | 2,44 | 627 | -2,18 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 6 819 | 4,62 | 522 | -0,19 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 16 608 | 1,06 | 1 271 | -3,57 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 220 | 17 | ||||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 2 251 | 95,06 | 172 | 86,96 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 587 224 | 1,80 | 44 946 | -2,87 | ||||
| 2026-05-01 | 13F | Vestment Financial LLC | 63 468 | 6,59 | 5 295 | 8,89 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 47 854 | 36,01 | 3 663 | 29,77 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 271 829 | 41,79 | 20 806 | 35,28 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 19 | 2 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3 975 707 | 4,16 | 304 | -0,65 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 3 810 | 6,57 | 292 | 1,75 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 544 531 | 41 678 | ||||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 57 332 | 267,54 | 4 388 | 250,76 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 38 401 | 314,88 | 2 940 | 296,09 | ||||
| 2026-05-13 | 13F | RFP Financial Group LLC | 25 446 | 1 948 | ||||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 45 798 | 94,23 | 3 505 | 82,65 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 9 007 | 209,09 | 689 | 195,71 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 21 177 | 0,15 | 1 621 | -4,48 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 103 629 | 92,91 | 7 932 | 84,06 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 46 908 | 2,02 | 3 590 | -2,66 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 240 635 | 51,68 | 18 418 | 44,73 | ||||
| 2026-04-27 | 13F | Kedalion Capital Management LLP | 17 879 000 | 365,60 | 1 368 459 | 344,24 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 151 207 | 314,83 | 11 573 | 295,79 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 714 132 | 36,31 | 54 660 | 30,06 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 13 761 | 22,23 | 1 104 | 25,31 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 18 295 | 0,14 | 1 400 | -4,44 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 6 866 | 526 | ||||||
| 2026-05-08 | 13F | Somerville Kurt F | 3 350 | 1,82 | 256 | -2,66 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 3 280 | 31,36 | 251 | 25,50 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 113 407 | 248,54 | 8 680 | 232,57 | ||||
| 2026-04-15 | 13F | Asio Capital, LLC | 9 014 | 690 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 11 070 | 196,31 | 847 | 183,28 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 12 105 | 5,06 | 926 | 0,22 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 1 059 807 | 9,34 | 81 118 | 4,32 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 108 827 | 15,06 | 8 330 | 9,78 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 7 448 | 2,77 | 570 | -1,89 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 145 782 | 5,99 | 11 158 | 1,13 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 758 822 | 15,59 | 58 080 | 10,29 | ||||
| 2026-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 282 | 98 | ||||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 17 087 | 2,02 | 1 308 | -2,68 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 820 | 0,24 | 63 | -4,62 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 3 991 | 0,08 | 306 | -4,39 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5 485 | 420 | ||||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 3 316 | 8,51 | 254 | 3,27 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4 044 072 | 15,21 | 309 533 | 9,93 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 213 | 15,74 | 97 | 18,29 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 133 | 10 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 19 029 | 12,29 | 1 456 | 7,14 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 121 226 | 57,11 | 9 279 | 49,91 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 14 352 | 18,50 | 1 099 | 13,08 | ||||
| 2026-05-04 | 13F | NBZ Investment Advisors LLC | 399 068 | 98,00 | 30 545 | 88,92 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 131 714 | 16,17 | 10 081 | 10,84 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 25 675 | 12,54 | 1 965 | 7,38 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 55 336 | 2,93 | 4 235 | -1,79 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 624 896 | 3,43 | 47 830 | -1,31 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 307 | 23 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 17 357 | 29,68 | 1 328 | 23,77 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 383 | 29 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 4 198 | 1,79 | 321 | -2,73 | ||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 30 881 | 38,60 | 2 482 | 42,23 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 79 135 | 9,83 | 6 057 | 4,78 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 23 603 | 3,42 | 1 807 | -1,31 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 53 159 | 28,68 | 4 069 | 22,79 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 745 917 | 18,97 | 57 092 | 13,51 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 8 414 | 4 938,32 | 644 | 4 846,15 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 26 695 | 2,39 | 2 043 | -2,30 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 47 633 | 13,28 | 3 646 | 8,06 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 32 982 | 7,52 | 2 524 | 2,60 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 54 544 | 4,82 | 4 175 | 0,00 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 8 995 | 0,86 | 689 | -3,78 | ||||
| 2026-01-20 | 13F | Main Line Retirement Advisors, LLC | 5 149 | 288 | ||||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 16 542 | 38,79 | 1 266 | 32,43 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 17 588 | 3,59 | 1 346 | -1,17 | ||||
| 2026-05-15 | 13F | Hillman Capital Management, Inc. | 4 444 | 1,88 | 340 | -2,58 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 62 716 | 0,02 | 4 800 | -4,55 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 177 670 | 1,65 | 13 599 | -3,01 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 5 096 | 1,88 | 390 | -2,74 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 4 005 | 14,66 | 307 | 9,29 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2 781 | 0,98 | 213 | -3,64 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 23 541 | 6,17 | 1 802 | 1,29 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 141 116 | 43,23 | 10 801 | 36,67 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 130 276 | 5,53 | 9 971 | 0,69 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 161 503 | 12,62 | 12 361 | 7,45 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 675 168 | 62,40 | 51 677 | 54,95 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 803 198 | 7,36 | 61 477 | 2,43 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 846 766 | 34,63 | 64 811 | 28,45 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 13 086 | 391,59 | 1 115 | 413,36 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 193 154 | 0,11 | 14 784 | -4,48 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 1 050 323 | 1,61 | 80 392 | -3,05 | ||||
| 2026-05-06 | 13F | HWG Holdings LP | 48 521 | 8,16 | 3 714 | 3,20 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 4 960 | 70,68 | 380 | 62,66 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 15 934 | 31,05 | 1 | |||||
| 2026-04-29 | 13F | Renasant Bank | 40 905 | 11,88 | 3 131 | 6,72 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 64 018 | 15,15 | 5 347 | 20,81 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 4 544 | 0,15 | 348 | -4,41 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 538 211 | 6,41 | 41 195 | 1,53 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 20 448 | 112,91 | 1 539 | 107,28 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 29 297 | 0,29 | 2 242 | -4,31 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 342 787 | 4,14 | 26 237 | -0,64 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 1 459 | 1,46 | 112 | -3,48 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 12 991 | 994 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 228 042 | 130,91 | 17 454 | 120,32 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 439 870 | 7,53 | 33 668 | 2,60 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 25 360 | 6,57 | 1 941 | 1,73 | ||||
| 2026-05-08 | 13F | Maple Capital Management, Inc. | 38 086 | 16,30 | 2 915 | 10,96 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1 155 857 | 1,71 | 88 469 | -2,95 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 273 176 | 2 438,81 | 20 909 | 2 322,71 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 34 210 | 7,67 | 2 618 | 2,75 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 164 692 | 2,78 | 12 606 | -1,94 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 139 693 | 12,55 | 10 692 | 7,39 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2 763 | 211 | ||||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 5 493 | 420 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 2 076 | 580,66 | 159 | 558,33 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 3 834 | 43,22 | 293 | 36,92 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 772 538 | 1,45 | 59 130 | -3,21 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 129 915 | 1,95 | 9 944 | -2,73 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 3 419 | 262 | ||||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 6 029 | 40,47 | 461 | 34,01 | ||||
| 2026-05-15 | 13F | State Street Corp | 4 685 783 | 73,43 | 358 650 | 65,47 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 30 872 | 7,02 | 2 363 | 2,07 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 241 897 | 18 515 | ||||||
| 2026-04-10 | 13F | Wealth Group Ltd | 20 401 | 5,80 | 1 561 | 0,97 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 28 613 | 0,44 | 2 190 | -4,16 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 5 403 | 0,02 | 414 | -4,62 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 107 308 | 71,11 | 8 213 | 63,28 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 8 837 | 15,58 | 676 | 10,28 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 20 269 | 0,83 | 1 551 | -3,78 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 12 548 | 9,01 | 960 | 4,01 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1 091 | 9,87 | 84 | 5,06 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 129 560 | 9 917 | ||||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 3 198 | 245 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 26 741 | 449,66 | 2 047 | 424,62 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 3 109 441 | 7,77 | 237 997 | 2,83 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4 368 | 57,92 | 334 | 51,13 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 189 562 | 15,13 | 14 708 | 10,40 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 104 453 | 8,26 | 7 995 | 3,29 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 3 104 457 | 18,13 | 237 615 | 12,71 | ||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 178 537 | 2,70 | 13 665 | -2,01 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 4 395 | 25,54 | 336 | 20,00 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 326 134 | 0,88 | 24 962 | -3,68 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 125 371 | 5,03 | 10 | 0,00 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 5 723 | 23,29 | 438 | 17,74 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 604 525 | 4,14 | 46 270 | -0,64 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 2 588 | 13,16 | 198 | 8,20 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 388 | 30 | ||||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 36 919 | 4,84 | 2 826 | 0,04 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 217 601 | 24,12 | 16 655 | 18,43 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 2 593 | 10,25 | 208 | 35,06 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 242 987 | 1,28 | 18 598 | -3,37 | ||||
| 2026-05-13 | 13F | Invst, LLC | 11 959 | 4,40 | 915 | -0,33 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 76 309 | 13,98 | 5 841 | 8,75 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 347 | 38,74 | 409 | 32,36 | ||||
| 2026-05-14 | 13F | Ossiam | 7 619 932 | 583 230 | ||||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 828 247 | 2,18 | 63 394 | -2,51 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 922 | 0,22 | 71 | -4,11 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 17 680 | 21,95 | 1 353 | 16,34 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 418 | 0 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 1 755 | 141 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 29 421 | 15,11 | 2 252 | 9,80 | ||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 448 546 | 0,12 | 34 332 | -4,48 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3 970 | 0,13 | 304 | -4,72 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 55 890 | 1,15 | 4 157 | -6,20 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 52 587 | 17,22 | 4 025 | 11,87 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 535 431 | 10,60 | 40 982 | 5,53 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 64 510 | 3,34 | 5 175 | 5,83 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 13 852 | 1,88 | 1 060 | -2,75 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 45 546 | 168,68 | 3 486 | 156,51 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 322 447 | 0,50 | 24 680 | -4,11 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 9 990 | 0,18 | 765 | -4,38 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 24 170 | 6,59 | 1 850 | 1,65 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 100 005 | 32,62 | 7 654 | 26,28 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 1 010 637 | 77 354 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 528 965 | 46,01 | 40 487 | 39,32 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4 862 925 | 9,74 | 372 208 | 4,71 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 1 110 238 | 34,66 | 92 794 | 40,30 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 28 681 | 29,74 | 2 195 | 23,80 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 126 865 | 3,42 | 10 177 | 5,90 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 72 251 | 1 078,65 | 6 052 | 1 110,20 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 243 181 | 28,98 | 18 613 | 23,07 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 120 818 | 89,06 | 9 247 | 80,39 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 794 899 | 2,32 | 60 842 | -2,38 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 199 352 | 31,03 | 15 258 | 25,02 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 35 550 | 2 721 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 741 576 | 11,55 | 56 760 | 6,43 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 13 033 | 998 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 2 548 | 204 | ||||||
| 2026-04-30 | 13F | Torren Management, LLC | 822 | 63 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 7 540 | 0,25 | 577 | -4,31 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 6 290 | 0,26 | 481 | -4,37 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 249 970 | 9,97 | 19 133 | 4,90 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 11 112 | 24,11 | 851 | 18,38 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2 767 | 1,92 | 222 | 4,25 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 26 641 | 5,45 | 2 039 | 0,64 | ||||
| 2026-05-20 | 13F | SHUTTLEWORTH & Co | 49 156 | 3,10 | 3 762 | -1,62 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 7 078 | 188,78 | 542 | 176,02 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 554 541 | 42 445 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 47 968 | 6,67 | 3 671 | 1,77 | ||||
| 2026-05-05 | 13F | Altrius Capital Management Inc | 8 753 | 8,13 | 670 | 3,08 | ||||
| 2026-04-09 | 13F | Beech Hill Advisors, Inc. | 2 615 | 0,89 | 200 | -3,38 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 25 367 | 1,15 | 1 942 | -3,48 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 546 | 42,19 | 46 | 50,00 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 13 074 | 0,61 | 1 001 | -4,03 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 648 382 | 11,04 | 52 013 | 11,04 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 175 730 | 0,34 | 13 450 | -4,26 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 120 547 | 0,09 | 9 227 | -4,50 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 241 897 | 1,71 | 18 515 | -2,96 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 110 682 000 | 92,24 | 8 261 310 | 78,87 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 18 789 | 27,31 | 1 438 | 21,56 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 7 857 | 24,75 | 601 | 19,01 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 452 181 | 10,94 | 34 610 | 5,85 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1 110 623 | 9,05 | 85 | 4,94 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 202 616 | 15 508 | ||||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 55 809 | 9,71 | 4 272 | 4,68 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 124 052 | 4,45 | 9 495 | -0,35 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 116 949 | 8 951 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 9 888 | 127,36 | 757 | 117,24 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 975 786 | 2,56 | 74 687 | -2,14 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3 995 | 306 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 2 849 | 218 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 936 608 | 5,04 | 71 688 | 0,22 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 233 314 | 970,84 | 17 858 | 922,15 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 25 650 | 1,00 | 1 963 | -3,63 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 214 256 | 7,99 | 16 399 | 3,04 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 313 521 | 0,63 | 23 997 | -3,99 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 29 654 | 6,39 | 2 270 | 1,52 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 53 887 | 2,97 | 4 125 | -1,76 | ||||
| 2026-05-13 | 13F | Heron Bay Capital Management | 3 397 | 260 | ||||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 5 119 | 392 | ||||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 141 226 | 6,05 | 11 | 0,00 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 4 169 | 319 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 10 641 | 39,72 | 814 | 33,44 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 950 227 | 7,62 | 72 730 | 2,68 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 139 216 | 23,42 | 10 656 | 17,76 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 357 549 | 10,93 | 27 367 | 5,84 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 200 | 70,94 | 15 | 66,67 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 509 | 0,20 | 39 | -5,00 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 1 159 101 | 4,19 | 88 718 | -0,59 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 47 927 | 12,26 | 3 668 | 7,13 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 2 267 826 | 4,67 | 173 579 | -0,13 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1 573 | -4,61 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 578 203 | 10,32 | 44 256 | 5,26 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 75 736 | 5 797 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 195 424 | 16,74 | 14 958 | 11,39 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 14 014 | 1 | ||||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 516 718 | 0,65 | 39 550 | -3,97 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 8 167 | 3,97 | 625 | -0,79 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 65 715 | 6,21 | 5 030 | 1,33 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 20 261 471 | 13,25 | 1 550 813 | 8,05 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 86 997 | 6 659 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 33 563 | 24,29 | 2 569 | 18,56 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 74 249 | 4,31 | 5 683 | -0,47 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1 003 334 | 24,83 | 76 795 | 19,11 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 204 086 | 2,21 | 15 621 | -2,48 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1 794 | 18,18 | 137 | 13,22 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 81 063 | 1,25 | 6 503 | 3,67 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 19 404 | 1 485 | ||||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 175 | 821,05 | 15 | 1 300,00 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 40 529 | 65,26 | 3 102 | 57,70 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 4 198 437 | 3,94 | 321 348 | -0,83 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 10 974 | 840 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 6 827 654 | 110,64 | 523 | 100,77 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 21 447 | 7,19 | 1 642 | 2,24 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 5 600 | 429 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 176 528 | 3,40 | 13 511 | -2,59 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 385 | 29 | ||||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 3 741 | 3,60 | 286 | 1,42 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 54 638 | 0,99 | 4 182 | -3,64 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 157 435 | 94,95 | 12 050 | 86,01 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 41 050 | 1,87 | 3 142 | -2,82 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 730 | 401,45 | 0 | |||||
| 2026-04-20 | 13F | Lord & Richards Wealth Management, LLC | 201 608 | 4,21 | 15 431 | -0,56 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 5 006 | 8,07 | 383 | 3,23 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 19 841 003 | 291,25 | 1 518 630 | 273,30 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 8 800 | 27,54 | 674 | 21,70 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 22 | 2 | ||||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 79 031 | 0,23 | 6 049 | -4,36 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 31 376 | 0,81 | 2 401 | -3,81 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 46 365 | 41,19 | 3 549 | 34,70 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 640 303 | 15,66 | 202 089 | 10,36 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 3 835 | 0,71 | 308 | 3,02 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 846 198 | 4,17 | 64 768 | -0,60 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 17 210 | 617,98 | 1 317 | 585,94 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3 291 | 5,38 | 252 | -0,40 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 3 523 | 270 | ||||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 3 215 | 5,58 | 246 | 0,82 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2 462 918 | 6,34 | 188 357 | 1,36 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 1 192 | 22,26 | 91 | 16,67 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 7 394 | 65,27 | 619 | 72,91 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 29 331 | 0,01 | 2 245 | -4,59 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 8 782 | 19,22 | 672 | 13,90 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 190 005 | 0,77 | 14 543 | -3,85 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 23 429 | 11,66 | 1 793 | 6,54 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 7 471 | 18,91 | 572 | 13,29 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 212 825 | 8,33 | 16 290 | 3,36 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 4 659 | 11,38 | 357 | 6,27 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 14 666 | 103,16 | 1 123 | 93,78 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 4 157 | 0,70 | 318 | -3,93 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 562 031 | 73,53 | 43 018 | 65,57 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 24 112 | 3,11 | 1 846 | -1,60 | ||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 32 549 | 7,38 | 2 491 | 2,47 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 31 394 | 7,57 | 2 403 | 2,61 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 3 386 | 13,51 | 283 | 18,41 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 710 952 | 2,65 | 54 829 | -1,32 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 689 011 | 49,88 | 52 737 | 43,00 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 17 228 | 5,31 | 1 319 | 0,46 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 12 197 | 15,79 | 934 | 10,41 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 23 988 | 1 836 | ||||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2 059 639 | 1 693,14 | 157 645 | 1 610,92 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 77 533 | 0,07 | 5 934 | -4,52 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 526 537 | 7,07 | 40 301 | 2,16 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 18 210 | 49,72 | 1 394 | 42,87 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 70 350 | 1,00 | 6 108 | 7,90 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 208 861 | 13,03 | 15 986 | 7,85 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2 | 0 | ||||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 10 452 | 53,64 | 800 | 43,45 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 487 | 37 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 30 041 | 10,53 | 2 299 | 5,46 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 40 102 | 0,47 | 3 069 | -4,12 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 5 898 | 568,71 | 451 | 544,29 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 11 458 | 10,79 | 877 | 5,67 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 152 215 | 3,02 | 11 651 | -1,70 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1 867 | 0,16 | 143 | -4,70 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 1 158 465 | 166,70 | 88 669 | 154,46 | ||||
| 2026-05-14 | 13F | Betterment LLC | 91 626 856 | 9,62 | 7 013 | 4,59 | ||||
| 2026-04-13 | 13F | Trust Co | 518 | 40 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 4 151 | 17,93 | 318 | 12,41 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 5 044 | 0,40 | 386 | -4,22 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 2 705 | 207 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2 284 | 175 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 706 | 129,22 | 57 | 133,33 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 245 913 | 2,30 | 18 822 | -2,39 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 669 084 | 46,56 | 51 212 | 39,84 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 3 295 | 252 | ||||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 38 785 | 51,18 | 2 969 | 44,22 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 102 945 | 5,33 | 8 415 | 7,32 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 4 533 | 347 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 155 342 | 3,11 | 11 890 | -1,62 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 7 646 | 585 | ||||||
| 2026-05-04 | 13F | TrustBank | 582 | 45 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 866 610 | 3,93 | 66 330 | -0,84 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1 331 | 105,08 | 102 | 94,23 | ||||
| 2026-05-15 | 13F | Fmr Llc | 227 106 | 5,19 | 17 383 | 0,36 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 652 997 | 29,72 | 49 980 | 23,77 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 13 128 | 24,67 | 1 005 | 18,96 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 6 917 | 14,56 | 529 | 9,30 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 2 993 | 229 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 2 546 | 9,65 | 195 | 4,30 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 40 874 | 1 086,82 | 3 152 | 1 042,03 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 382 132 | 0,24 | 29 248 | -4,36 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 375 427 | 15,86 | 28 735 | 10,54 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 32 838 | 8,97 | 2 513 | 3,97 | ||||
| 2026-04-20 | 13F | Compass Wealth Management LLC | 87 820 | 12,06 | 6 722 | 6,92 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 95 975 | 15,08 | 7 346 | 9,79 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 199 458 | 26,37 | 15 267 | 20,57 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 90 551 | 9,44 | 6 931 | 4,41 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 531 304 | 70,95 | 40 666 | 63,11 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 231 870 | 35,44 | 20 149 | 46,72 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 4 717 961 | 191,21 | 361 113 | 177,85 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 3 900 617 | 298 553 | ||||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 64 912 | 0,76 | 4 968 | -3,87 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 8 567 | 45,87 | 656 | 39,07 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 5 981 | 2,87 | 463 | -2,53 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 053 | 1 216,25 | 81 | 56,86 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 36 533 | 1,06 | 2 796 | -3,59 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 312 993 | 4,61 | 23 956 | -0,19 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 4 773 | 365 | ||||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 3 565 | 4,70 | 273 | -0,37 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 201 213 | 0,48 | 16 854 | 3,35 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 392 231 | 34,41 | 30 021 | 28,25 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 220 785 | 0,93 | 16 899 | -3,69 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 254 230 | 1,44 | 19 459 | -3,21 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 619 | 420,17 | 47 | 422,22 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 19 718 | 0,53 | 1 509 | -4,07 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1 304 | 1 244,33 | 100 | 1 314,29 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 271 | 0,37 | 21 | -4,76 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 703 341 | 27,41 | 53 834 | 21,56 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 31 676 | 9,51 | 2 424 | 4,48 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 6 188 | 1,13 | 474 | -3,47 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 16 728 | 39,17 | 1 280 | 32,78 | ||||
| 2026-04-09 | 13F | Cullen Investment Group, Ltd. | 18 376 | 93,43 | 1 406 | 81,42 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 35 311 | 26,80 | 2 703 | 21,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 221 717 | 7,68 | 16 970 | 2,74 | ||||
| 2026-01-29 | 13F | Comerica Bank | 97 406 | 139,36 | 7 814 | 145,15 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 10 391 | 0,70 | 795 | -3,87 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 166 | 0,09 | 89 | -4,30 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 548 404 | 7,87 | 41 975 | 2,92 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2 346 533 | 544,75 | 179 604 | 515,18 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 9 063 | 49,68 | 694 | 42,89 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 362 979 | 8,24 | 27 782 | 3,27 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 676 211 | 178,40 | 54 246 | 184,93 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 571 822 | 5,73 | 43 767 | 0,88 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 22 199 | 1,07 | 1 699 | -3,52 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 13 782 | 36,44 | 1 055 | 30,12 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 45 850 | 10,16 | 3 536 | 5,87 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 250 177 | 56,32 | 19 | 58,33 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 9 832 | 2,40 | 753 | -2,34 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 35 262 | 54,31 | 2 699 | 47,24 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 1 061 | 15,83 | 85 | 19,72 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1 725 | 1,35 | 132 | -2,94 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 2 763 | 222 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 749 507 | 15,40 | 57 367 | 10,11 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 4 638 019 | 826,28 | 357 172 | 789,22 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 19 908 | 2,45 | 1 524 | -2,25 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 406 051 | 21,75 | 31 079 | 16,17 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1 720 | 132 | ||||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 53 250 | 0,30 | 4 076 | -4,30 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 57 609 | 10,50 | 4 409 | 5,43 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 24 845 | 4,26 | 1 902 | -0,52 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 58 660 538 | 13,88 | 4 489 877 | 8,66 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 284 377 | 0,10 | 21 766 | -4,48 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 59 558 | 4 559 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 21 071 | 3,85 | 1 613 | -0,92 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 172 073 | 3,49 | 13 170 | -1,26 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 198 336 | 36,05 | 15 182 | 29,81 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 914 702 | 9,98 | 70 011 | 4,94 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 23 465 | 0,32 | 1 796 | -4,26 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 79 641 | 6,25 | 6 096 | 1,38 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 7 077 | 0,23 | 542 | -4,42 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 37 180 | 2,84 | 2 846 | -1,90 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 33 571 | 103,86 | 2 570 | 94,47 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 4 038 | 24,09 | 309 | 18,39 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 255 861 | 19 584 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 434 686 | 895,84 | 35 809 | 922,82 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 8 207 | 21,42 | 628 | 15,87 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 48 667 | 3 725 | ||||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 328 771 | 2,02 | 25 164 | -2,65 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 54 283 | 1 163,57 | 4 155 | 1 107,56 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 66 364 | 23,93 | 5 080 | 18,25 | ||||
| 2026-05-14 | 13F | Trivant Custom Portfolio Group, LLC | 19 063 | 29,58 | 1 459 | 23,64 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 669 716 | 11,42 | 51 260 | 6,31 | ||||
| 2026-05-07 | 13F | Tull Financial Group, Inc. | 689 630 | 2,72 | 52 784 | -2,00 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 16 797 | 1 286 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 683 352 | 17,57 | 52 304 | 12,17 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 14 235 | 1 090 | ||||||
| 2026-05-15 | 13F | Davidson Kempner Capital Management Lp | 57 850 | 98,98 | 4 428 | 89,84 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1 006 | 0,20 | 77 | -3,75 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 4 098 | 35,20 | 314 | 28,81 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 189 081 | 14 473 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3 059 | 4,44 | 234 | 0,00 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 4 337 | 332 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 31 909 | 1,81 | 2 442 | -2,86 | ||||
| 2026-05-14 | 13F | Smith Asset Management Co., LLC | 11 801 | 7,45 | 903 | 2,50 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 51 441 | 1,89 | 3 937 | -2,79 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 29 239 | 21,80 | 2 238 | 16,21 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1 624 460 | 32,55 | 124 336 | 26,47 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 967 | 233,45 | 74 | 221,74 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 248 457 | 11,87 | 19 017 | 6,74 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 4 252 491 | 22,49 | 325 486 | 16,87 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 1 091 | 70,20 | 84 | 62,75 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 474 554 | 42,11 | 36 322 | 35,59 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 16 166 | 26,29 | 1 293 | 24,59 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 30 462 | 2 332 | ||||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 7 754 | 0,03 | 593 | -4,51 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 7 918 | 7,80 | 606 | 2,89 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 8 055 | 23,00 | 617 | 17,33 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 9 225 | 45,05 | 706 | 38,43 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 57 868 | 4 429 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 67 180 | 31,39 | 5 142 | 25,36 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 32 132 | 7,07 | 2 459 | 0,37 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 5 713 | 437 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 69 185 442 | 717,69 | 5 146 013 | 658,17 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 30 216 | 536,80 | 2 313 | 508,42 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 4 955 | 23,29 | 379 | 17,70 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 76 304 | 22,60 | 5 840 | 16,99 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 7 674 | 0,42 | 587 | -4,24 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 1 918 | 13,96 | 147 | 8,96 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 695 533 | 144,29 | 53 236 | 133,08 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 6 648 | 5,51 | 437 | -13,47 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 10 239 | 1,20 | 784 | -3,45 | ||||
| 2026-04-20 | 13F | Strong Retirement Solutions LLC | 14 086 | 26,07 | 1 078 | 20,31 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 26 692 | 0,63 | 2 043 | -4,00 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 234 726 | 3,37 | 17 966 | -1,37 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 306 200 | 25,75 | 23 437 | 19,98 | |||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6 014 | 32,50 | 460 | 26,37 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 20 | 1 900,00 | 2 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 286 700 | 42,21 | 21 944 | 35,69 | |||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1 195 | 0,25 | 91 | -4,21 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 97 | 102,08 | 7 | 133,33 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 281 297 | 6,42 | 21 530 | 1,54 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 793 804 | 1,90 | 60 758 | -2,77 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 78 144 | 0,29 | 5 981 | -4,30 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 425 101 | 128,54 | 32 971 | 120,96 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 13 168 | 2,67 | 1 008 | -2,04 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4 479 098 | 1 498,35 | 342 830 | 1 425,04 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 708 568 | 238,51 | 43 598 | 159,65 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 32 426 | 22,79 | 2 482 | 17,14 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 9 255 | 0,15 | 707 | -4,33 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 12 890 | 215,00 | 987 | 200,61 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 50 962 | 344,50 | 3 901 | 324,37 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 392 549 | 20,74 | 30 046 | 15,20 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 13 814 | 4,59 | 1 057 | -0,19 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 44 770 | 8,67 | 3 427 | 3,69 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 18 235 | 5,36 | 1 396 | 0,50 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 1 421 | 0,07 | 109 | -4,42 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 685 665 | 41,26 | 52 481 | 34,77 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 387 987 | 12,43 | 29 697 | 7,28 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 7 341 | 59,52 | 562 | 52,03 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 388 066 | 170,01 | 29 702 | 157,62 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 149 050 | 17,17 | 11 408 | 11,89 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 617 252 | 18,12 | 47 244 | 12,70 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5 371 307 | 31,13 | 411 120 | 25,12 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 8 080 | 11,19 | 643 | 9,00 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 7 451 | 644 | ||||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 3 462 | 265 | ||||||
| 2026-04-27 | 13F | Ethic Inc. | 11 239 | 860 | ||||||
| 2026-04-30 | 13F | New Jersey Better Educational Savings Trust | 57 427 | 4 395 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 2 828 | 216 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 10 117 | 11,15 | 774 | 6,03 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 11 305 | 28,50 | 865 | 22,70 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 42 774 | 4,33 | 3 575 | 8,73 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 52 578 | 3,73 | 4 024 | -1,03 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 5 971 | 44,16 | 457 | 37,65 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 1 859 482 | 3,42 | 142 325 | -1,32 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 2 652 | 0,72 | 203 | -4,27 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 5 118 | 61,35 | 392 | 53,94 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 11 982 | 7,13 | 917 | 2,23 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3 686 | 4,84 | 282 | 0,00 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 45 852 | 15,73 | 3 669 | 15,45 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 1 080 020 | 2,25 | 82 665 | -2,44 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 7 048 | 24,13 | 540 | 18,46 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 73 473 | 14,86 | 5 624 | 9,59 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 283 446 | 14,17 | 21 695 | 8,93 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 271 144 | 1,70 | 20 753 | -2,96 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 0 | 0 | ||||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 172 196 | 5,78 | 13 180 | -0,55 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 20 329 | 14,37 | 1 556 | 9,12 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2 995 | 229 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 15 983 | 7,11 | 1 189 | -0,92 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 15 889 | 12,82 | 1 216 | 7,71 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 99 230 | 25,35 | 7 595 | 19,61 | ||||
| 2026-05-12 | 13F | Blue Line Capital, LLC / IL | 3 213 | 5,03 | 246 | 0,00 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 800 534 | 0,58 | 61 273 | -4,03 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 2 671 | 204 | ||||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 167 | 13 | ||||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 4 399 | 0,23 | 337 | -4,55 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 70 802 | 35,02 | 5 419 | 28,84 | ||||
| 2026-05-04 | 13F | Nwam Llc | 80 733 | 8,48 | 6 179 | 1,88 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 218 859 | 0,48 | 16 751 | -4,13 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 4 966 | 13,48 | 380 | 8,26 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 5 502 | 7,95 | 421 | 3,19 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1 222 286 | 28,65 | 94 263 | 23,68 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 14 040 | 1,05 | 1 075 | -3,59 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 31 731 | 11,19 | 2 429 | 6,07 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 27 352 | 6,09 | 2 094 | 1,21 | ||||
| 2026-05-12 | 13F | CBM Financial, LLC | 317 492 | 4,76 | 26 485 | 8,22 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 631 003 | 4,79 | 48 297 | -0,02 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 82 278 | 12,19 | 6 298 | 7,04 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 1 832 000 | 3,42 | 140 221 | -1,33 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 16 154 | 65,61 | 1 236 | 58,06 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 44 626 | 100,53 | 3 498 | 95,91 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4 986 884 | 3,70 | 381 696 | -1,06 | ||||
| 2026-04-29 | 13F | McLaughlin Asset Management, Inc. | 9 979 | 36,96 | 764 | 30,65 | ||||
| 2026-05-14 | 13F | MKP Capital Management, L.L.C. | 13 671 700 | 1 046 432 | ||||||
| 2026-05-19 | 13F | Gts Financial, Llc | 343 400 | 22 582 | ||||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 224 839 | 0,53 | 17 209 | -4,08 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 5 218 730 | 6,13 | 399 442 | 1,26 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 23 875 | 16,21 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Tlwm | 15 271 | 4,25 | 1 169 | -0,60 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 3 505 | 4,53 | 268 | 0,00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 210 052 | 5,02 | 17 586 | 8,41 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 95 738 | 2,52 | 7 328 | -2,19 | ||||
| 2026-05-13 | 13F | Endurance Services Ltd | 19 200 | 1 470 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 2 900 | 222 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 109 046 | 456,41 | 8 201 | 434,27 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 44 087 | 17,33 | 3 374 | 11,94 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4 104 | 40,12 | 314 | 34,19 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 11 554 | 884 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 24 275 | 71,60 | 1 858 | 63,84 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 5 846 | 44,77 | 447 | 38,39 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 71 365 | 2,20 | 5 462 | -2,48 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 150 145 | 7,27 | 11 492 | 2,35 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 237 627 | 36,32 | 18 | 38,46 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 31 907 | 72,38 | 2 442 | 64,56 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 3 001 | 230 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 2 430 | 0,16 | 186 | -4,64 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 102 287 | 5,38 | 7 829 | 0,55 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 101 232 | 1,94 | 7 748 | -2,74 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 175 780 | 0,16 | 13 454 | -4,44 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 3 610 494 | 10 918,69 | 295 338 | 11 351,65 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 7 571 | 5,64 | 579 | 0,00 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 18 948 | 37,35 | 1 450 | 31,10 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 67 705 | 16,03 | 5 182 | 10,73 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 195 447 | 9,16 | 14 958 | 4,14 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 11 150 | 1,53 | 853 | -3,07 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 152 673 | 11 686 | ||||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 161 | 4,55 | 12 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 67 610 | 5,15 | 5 175 | 0,33 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 25 370 | 1 942 | ||||||
| 2026-04-30 | 13F | Beacon Financial Group | 49 260 | 6,25 | 3 770 | 1,37 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 321 | 2 575,00 | 25 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 13 030 | 5,52 | 997 | 0,71 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 146 026 | 0,64 | 11 177 | -3,98 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 143 949 | 24,74 | 11 018 | 19,03 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 762 635 | 2,64 | 58 372 | -2,07 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 5 307 | 406 | ||||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 93 778 | 9,22 | 7 178 | 4,20 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 117 505 | 1 848,03 | 8 994 | 1 761,90 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 271 478 | 9,29 | 20 779 | 4,27 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 12 914 | 10,08 | 988 | 4,99 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1 807 986 | 6,00 | 138 383 | 1,13 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 588 | 0,34 | 45 | -6,38 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 16 339 | 54,92 | 980 | 15,84 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 90 180 | 10,89 | 6 902 | 5,79 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 49 995 | 3 827 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 173 | 13 | ||||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 44 722 | 7,22 | 3 423 | 2,30 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 60 294 | 24,30 | 4 615 | 18,58 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 112 266 | 12,68 | 8 593 | 7,51 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 35 403 | 487,89 | 2 710 | 462,03 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 75 | 1,35 | 0 | |||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 7 027 | 3,78 | 538 | -1,10 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 233 517 | 6,69 | 17 873 | 1,80 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 10 412 | 97,01 | 797 | 88,18 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 24 180 | 1,60 | 1 851 | -3,09 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 9 247 | 2,87 | 708 | -1,94 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 4 002 | 118,33 | 306 | 108,16 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 4 580 | 79,75 | 351 | 71,57 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 49 650 246 | 3 800 230 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 34 926 | 2,85 | 2 673 | -1,87 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 329 489 | 4,37 | 25 219 | -0,41 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 22 303 | 3,76 | 1 707 | -0,99 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 5 392 | 8,36 | 413 | 3,26 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 62 000 | 194,36 | 4 745 | 180,94 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 288 242 | 9,59 | 22 062 | 4,57 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 9 881 | 13 623,61 | 1 | |||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 59 073 | 12,43 | 4 521 | 7,29 | ||||
| 2026-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 130 | 10 | ||||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 325 418 | 6,81 | 24 908 | 1,91 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 6 016 | 18,31 | 460 | 13,02 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 73 145 | 16,31 | 5 598 | 10,98 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 96 959 | 8,53 | 7 520 | 3,10 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 91 814 | 35,51 | 7 | 40,00 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 275 306 | 2,02 | 21 072 | -2,66 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 25 786 | 23,76 | 1 974 | 18,07 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1 553 | 90,09 | 119 | 81,54 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 4 680 | 0,19 | 358 | -4,28 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 3 867 | 296 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 5 306 | 27,64 | 406 | 21,92 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 5 872 | 0,07 | 449 | -4,47 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 2 789 | 213 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 103 314 | 25,29 | 7 908 | 19,55 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1 230 | 94 | ||||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 2 935 | 6,03 | 225 | 0,90 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 48 636 | 19,74 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 54 680 | 31,80 | 4 777 | 50,88 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 65 474 | 24,30 | 5 011 | 16,72 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 453 841 | 9,72 | 34 737 | 4,69 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 182 380 | 2,14 | 13 959 | -2,54 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 494 737 | 4,50 | 37 867 | -0,30 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 39 262 | 13,72 | 3 005 | 8,52 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 368 026 | 3,65 | 189 963 | 6,14 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 700 479 | 3,07 | 54 | -1,85 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 10 516 | 805 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 319 031 | 0,12 | 24 419 | -4,47 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 191 412 | 0,88 | 14 651 | -3,75 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8 894 | 681 | ||||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 59 984 | 24,20 | 4 591 | 18,51 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 52 515 | 10,79 | 4 019 | 5,71 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 45 511 | 3,36 | 3 483 | -1,39 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 11 423 | 84,54 | 874 | 76,21 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 501 140 | 22,27 | 38 357 | 16,66 | ||||
| 2026-04-15 | 13F | Consolidated Capital Management, Llc | 9 089 | 696 | ||||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1 843 291 | 14,24 | 141 086 | 9,00 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 43 332 | 2,84 | 3 317 | -1,89 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 740 721 | 2,85 | 56 695 | -1,87 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 421 242 | 2,83 | 32 242 | -1,89 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 4 861 791 | 2,46 | 372 121 | -2,24 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 183 601 | 2,00 | 14 053 | -2,68 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 419 144 | 1,52 | 32 064 | -3,28 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 200 472 | 10,88 | 15 344 | 5,80 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 231 592 | 0,86 | 17 726 | -3,77 | ||||
| 2026-04-13 | 13F | Global X Japan Co., Ltd. | 9 518 | 729 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 24 484 | 33,87 | 1 874 | 27,68 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 229 338 | 2,66 | 17 554 | -2,05 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 6 425 | 492 | ||||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 448 178 | 10,09 | 34 304 | 5,04 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 100 476 | 16,08 | 7 690 | 10,76 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 48 019 | 7,09 | 3 675 | 2,20 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 4 008 | 307 | ||||||
| 2026-01-28 | 13F | Dentgroup LLC | 26 134 | 4,87 | 2 096 | 7,38 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1 451 918 | 28,45 | 111 130 | 22,56 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 12 185 | 74,92 | 933 | 67,03 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 9 040 | 36,35 | 692 | 30,13 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 52 587 | 3,52 | 4 025 | -1,23 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 92 850 | 3,79 | 7 107 | -0,98 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 6 836 | 523 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 66 057 | 24,19 | 5 056 | 18,49 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 14 952 | 55,43 | 1 160 | 50,32 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 2 240 | -2,06 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 75 | 2 400,00 | 6 | |||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 379 070 | 6,54 | 29 014 | 1,66 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 1 079 682 | 4,81 | 82 639 | 0,00 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 26 660 | 2,31 | 2 041 | -2,39 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 47 795 | 3 658 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 181 309 | 89,74 | 13 877 | 81,04 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 538 699 | 1,49 | 41 232 | -3,17 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 1 008 174 | 19,33 | 77 166 | 13,86 | ||||
| 2026-05-13 | 13F | Opus Investment Management Inc | 66 878 | 5 119 | ||||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 3 276 | 8,30 | 251 | 3,31 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 86 854 | 144,51 | 6 648 | 133,31 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 72 553 | 4,23 | 5 553 | -0,54 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 354 684 | 1 158,06 | 27 148 | 1 100,66 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 395 273 | 2,40 | 30 254 | -2,29 |
