Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Navigation Group, LLC, Armstrong Advisory Group, Inc, Vertrix Wealth Management, LLC, Madrid Financial Services, Quent Long Short Global Small Cap Fund, LP, Milestone Asset Management, Llc, Private Advisory Group LLC, Cvfg Llc, GLR Partners, LLC, Cornerstone National Bank & Trust Co, Sanchez Gaunt Capital Management, LLC, Roan Capital Partners, Diversified Management Inc, Waterway Wealth Management, LLC, Vanguard Advisers Inc, Financial Solutions Advisory Group, Inc., O'Keefe Stevens Advisory, Inc., Integrity Wealth Partners, LLC, i Colter Lewis Investment Partners LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Knuff & Co LLC | 1 502 | 85 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 36 706 | 888,05 | 2 077 | 883,89 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 696 | 39 | ||||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 234 411 | 1,46 | 13 263 | -1,10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 461 055 | 9,23 | 26 086 | 8,79 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 12 497 | 0,35 | 707 | 0,00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 898 | 51 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 5 719 | 22,17 | 342 | 29,06 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 17 447 | 0,06 | 987 | -0,30 | ||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 542 723 | 1,55 | 30 707 | 1,14 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 5 291 | 0,13 | 299 | -0,33 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 1 079 182 | 2,93 | 61 060 | 2,52 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 15 240 | 56,53 | 862 | 55,88 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 11 718 | 0,86 | 663 | 0,45 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 7 069 | 0,14 | 400 | -0,50 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 33 296 | 7,69 | 1 884 | 7,23 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 26 638 | 295,87 | 1 507 | 294,50 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 648 | 93 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 449 234 | 120,04 | 25 521 | 125,92 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 280 353 | 0,82 | 15 862 | 0,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4 802 123 | 16,06 | 271 704 | 15,59 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1 033 446 | 0,78 | 57 293 | -1,66 | ||||
| 2026-05-13 | 13F | Northern Capital Management, Inc. | 310 886 | 269,58 | 17 590 | 268,12 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 639 848 | 3,81 | 36 203 | 3,39 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 12 584 | 8,69 | 712 | 8,37 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 175 676 | 1,95 | 9 940 | 1,53 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 1 304 | 0,31 | 74 | 0,00 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 148 897 | 5,97 | 8 425 | 5,54 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 105 113 | 271,20 | 5 947 | 269,84 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 422 684 | 3,74 | 23 915 | 3,32 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 30 826 | 11,98 | 1 744 | 11,58 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 39 511 | 2,96 | 2 236 | 2,52 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 136 | 8 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 39 237 | 70,42 | 2 220 | 69,85 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 9 061 | 4,34 | 515 | 7,08 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3 076 | 3,88 | 174 | 3,57 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 11 769 | 666 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6 297 | 17,48 | 356 | 17,11 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 8 201 | 2,10 | 464 | 1,75 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 36 778 | 1,17 | 2 081 | 0,73 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 120 396 | 0,49 | 6 812 | 0,09 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 160 316 | 4,72 | 9 071 | 4,29 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 1 196 | 47,29 | 68 | 45,65 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 454 428 | 26,66 | 25 712 | 26,15 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 3 418 | 61,38 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 20 313 | 0,76 | 1 149 | 0,35 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 14 251 | 5,91 | 806 | 5,50 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 95 633 | 5 411 | ||||||
| 2026-01-30 | 13F | BancorpSouth Bank | 5 636 | 320 | ||||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 4 008 | 4,59 | 227 | 4,15 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 4 350 | 5,87 | 246 | 5,58 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1 203 318 | 16,11 | 68 084 | 15,64 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 180 695 | 2 499,18 | 10 224 | 2 494,67 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 239 | 37,36 | 14 | 44,44 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 13 843 | 0,46 | 783 | 0,13 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1 981 597 | 30,00 | 112 119 | 29,48 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 99 099 | 8,80 | 5 607 | 8,37 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 14 574 | 52,61 | 825 | 52,03 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 37 832 | 6,28 | 2 141 | 5,84 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 301 | 17 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 288 823 | 3,87 | 16 342 | 3,45 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 806 | 46 | ||||||
| 2026-04-21 | 13F | Wise Wealth Partners | 4 735 | 0,02 | 268 | -0,37 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 13 765 | 0,04 | 779 | -0,38 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 12 190 | 690 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 959 | 9,35 | 167 | 9,15 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 45 082 | 2,82 | 2 551 | 2,41 | ||||
| 2026-05-15 | 13F | Madrid Financial Services | 179 343 | 10 147 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8 114 | 13,47 | 459 | 13,05 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 163 | 9 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 163 | 9 | ||||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 27 | 2 | ||||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 3 780 | 0,16 | 214 | -0,47 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 23 868 | 19,67 | 1 350 | 19,15 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 17 198 | 0,51 | 973 | 0,10 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 381 | 22 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 44 829 | 20,51 | 2 536 | 20,02 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 5 987 | 13,63 | 339 | 13,04 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 3 869 | 6,23 | 233 | 7,41 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 6 076 | 0,36 | 344 | 0,00 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4 004 | 227 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 372 357 | 5,78 | 21 068 | 5,35 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 4 422 | 8,09 | 250 | 7,76 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 15 221 | 0,03 | 861 | -0,35 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 104 560 | 4,51 | 5 916 | 11,92 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 138 516 | 2,54 | 7 837 | 2,12 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 614 | 0,33 | 35 | 0,00 | ||||
| 2026-04-13 | 13F | Trust Co | 1 339 | 84,94 | 76 | 82,93 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 47 153 | 1,75 | 2 668 | 1,33 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 1 601 814 | 126,37 | 90 924 | 126,18 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 10 690 | 9,28 | 607 | 12,20 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 1 459 | 83 | ||||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 3 886 | 0,36 | 220 | 0,00 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 5 164 | 292 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 121 597 | 3,51 | 6 880 | 3,09 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 563 131 | 8,19 | 31 862 | 7,76 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 11 259 | 9,54 | 637 | 9,26 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 293 156 | 5,24 | 16 587 | 4,82 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 200 | 11 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 25 142 | 37,25 | 1 422 | 36,73 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 10 744 | 2,03 | 608 | 1,51 | ||||
| 2026-04-23 | 13F | Bell Bank | 1 753 318 | 10,90 | 99 203 | 10,45 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 4 707 | 2,26 | 266 | 1,92 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 2 115 | 0,38 | 120 | 0,00 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 6 475 | 58,90 | 366 | 58,44 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 8 848 | 0,57 | 501 | 0,20 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 188 494 | 4,51 | 10 665 | 4,08 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 750 134 | 1,99 | 42 443 | 1,57 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 18 413 | 4,77 | 1 042 | 4,31 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 692 | 0,29 | 39 | 0,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 14 465 | 138,54 | 818 | 137,79 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2 198 037 | 6,05 | 124 365 | 5,62 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 112 049 | 2,95 | 6 340 | 2,52 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 41 505 | 2 348 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 3 627 | 205 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 620 103 | 5,60 | 35 085 | 5,18 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 79 943 | 3,33 | 4 523 | -0,29 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 53 282 | 25,14 | 3 015 | 26,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 328 746 | 6,88 | 18 600 | 6,45 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 138 141 | 134,79 | 8 134 | 143,36 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 15 871 | 2,92 | 902 | 5,74 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 9 042 | 512 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 128 610 | 24,77 | 7 277 | 24,27 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 75 715 | 106,93 | 4 284 | 106,16 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5 220 | 295 | ||||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 55 625 | 24,61 | 3 147 | 24,09 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 326 | 658,14 | 18 | 800,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6 407 751 | 6,71 | 362 551 | 6,28 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 444 837 | 0,11 | 25 169 | -0,30 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 34 300 | 0,30 | 2 061 | 6,13 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4 586 305 | 3,83 | 259 493 | 3,41 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 10 658 | 603 | ||||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 69 679 | 3,96 | 3 942 | 3,55 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 9 339 | 8,58 | 528 | 8,20 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 22 832 655 | 27,58 | 1 291 872 | 27,07 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 70 838 | 0,26 | 4 008 | -0,15 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 137 135 | 10,29 | 7 759 | 9,85 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 56 702 | 56,24 | 3 208 | 55,65 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6 485 | 35,75 | 367 | 35,06 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 539 | 0,37 | 30 | 0,00 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 148 069 | 2,97 | 8 732 | 4,40 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 8 749 | 0,29 | 495 | 0,00 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 14 268 | 0,30 | 807 | -0,12 | ||||
| 2026-04-10 | 13F | Novem Group | 339 246 | 25,99 | 19 195 | 25,48 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 9 065 | 5,87 | 513 | 5,35 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 231 083 | 41,13 | 13 075 | 40,57 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 456 477 | 4,40 | 25 827 | 3,97 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 61 859 | 34,05 | 3 500 | 33,50 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 122 249 | 0,74 | 6 917 | 0,33 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 4 758 | 0,38 | 279 | 3,35 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 27 347 | 1,33 | 1 647 | 7,37 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 54 992 | 5,76 | 3 111 | 5,35 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 5 074 | 1,28 | 287 | 1,06 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 4 473 | 0,56 | 253 | 0,40 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 811 411 | 2,64 | 45 815 | 4,66 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 518 | 29 | ||||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 303 396 | 0,76 | 17 166 | 0,35 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 825 | 82,32 | 103 | 0,00 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 8 223 | 0,34 | 465 | 0,00 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 222 247 | 2,26 | 12 575 | 1,85 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 16 478 | 932 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 367 900 | 2,77 | 20 816 | 2,36 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 151 991 | 2,17 | 8 600 | 1,75 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 112 015 | 2,66 | 6 338 | 2,24 | ||||
| 2026-05-08 | 13F | Bokf, Na | 42 404 | 164,51 | 2 399 | 163,63 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 258 402 | 30,90 | 14 680 | 34,40 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 22 439 | 11,50 | 1 270 | 11,02 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 5 026 | 0,04 | 284 | -0,35 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 591 221 | 0,63 | 33 451 | 0,22 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 048 809 | 1,53 | 59 342 | 1,12 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 12 363 | 0,49 | 700 | 0,29 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 7 815 | 4,69 | 442 | 4,25 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 13 270 | 3,03 | 751 | 2,60 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 3 601 934 | 0,91 | 203 797 | 0,50 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 6 961 | 2,90 | 394 | 2,34 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 6 674 | 72,41 | 378 | 72,15 | ||||
| 2026-05-05 | 13F | Altman Advisors, Inc. | 144 374 | 1,55 | 1 659 | -10,32 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 247 465 | 0,11 | 14 002 | -4,31 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 10 879 | 2,60 | 616 | 2,16 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 8 641 | 22,79 | 489 | 22,31 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 479 814 | 8,41 | 27 148 | 7,97 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1 301 850 | 2,82 | 73 659 | 2,41 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 102 691 | 1,52 | 5 810 | 1,11 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 267 201 | 55,06 | 15 180 | 59,21 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 416 949 | 2,08 | 23 591 | 1,67 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 38 473 | 2 179 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 394 338 | 32,55 | 22 312 | 32,02 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 255 324 | 0,76 | 14 446 | 0,35 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 1 885 561 | 166,73 | 106 769 | 165,86 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1 676 | 0,42 | 95 | 0,00 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 40 059 | 62,76 | 2 267 | 62,09 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 11 318 | 0,48 | 640 | -1,99 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 92 177 | 17,71 | 5 215 | 17,24 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 5 327 | 301 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 1 145 536 | 66,37 | 64 814 | 65,70 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 77 253 | 35,32 | 4 371 | 34,75 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 4 857 | 0,29 | 275 | -2,14 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 30 618 | 6,52 | 1 732 | 6,13 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 22 636 | 5,51 | 1 281 | 5,09 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 51 485 691 | 2,77 | 2 913 060 | 2,35 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 617 | 35 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 26 745 | 0,52 | 1 513 | 0,13 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 8 289 | 0,10 | 469 | -0,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 432 | 24 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 292 | 17 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 194 221 | 3,00 | 10 989 | 2,59 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 621 528 | 9,28 | 35 166 | 8,83 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 586 411 | 2,49 | 202 919 | 2,08 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 881 334 | 4,68 | 49 866 | 2,24 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 11 893 | 49,28 | 674 | 48,89 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 10 384 | 0,14 | 1 | |||||
| 2026-04-27 | 13F | GDS Wealth Management | 8 056 | 0,10 | 456 | -0,44 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 22 870 | 1,15 | 1 294 | 0,78 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 5 690 | 0,05 | 322 | -0,62 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 20 149 | 14,96 | 1 140 | 14,57 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 110 878 | 2,64 | 6 273 | 2,22 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 21 293 | 0,14 | 1 247 | 0,81 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3 840 648 | 7,65 | 217 304 | 7,21 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 7 209 | 408 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 534 263 | 1,40 | 30 | 3,45 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 5 309 | 3,35 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 9 434 | 44,89 | 534 | 44,44 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 59 648 | 2,77 | 3 375 | -0,06 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 72 909 | 528,91 | 4 125 | 526,90 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1 299 997 | 3,09 | 73 554 | 2,67 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 86 871 | 4,16 | 4 915 | 3,74 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 10 972 | 0,22 | 621 | -0,16 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 10 603 | 0,61 | 600 | 0,17 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 49 121 | 15,29 | 2 779 | 14,83 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 48 068 | 0,66 | 2 720 | 0,26 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 25 254 | 0,21 | 1 429 | -0,21 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2 042 | 6,80 | 116 | 10,48 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 10 300 | 37,33 | 583 | 36,62 | |||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 87 660 | 17,58 | 4 960 | 17,10 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 250 | 14 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 1 450 889 | 5,12 | 84 384 | 7,61 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4 294 646 | 17,52 | 242 991 | 17,05 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 74 901 | 0,77 | 4 238 | 0,36 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3 450 | 5,34 | 195 | 4,84 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 25 189 | 0,01 | 1 425 | -0,35 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 963 988 | 2,26 | 54 542 | -0,31 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 415 019 | 8,21 | 23 482 | 7,77 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 15 322 | 80,09 | 867 | 79,30 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 15 902 | 3,79 | 900 | 3,33 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 544 619 | 30 815 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 24 866 | 3,61 | 1 407 | 3,15 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 595 915 | 4,60 | 33 717 | 4,18 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 6 290 | 4,92 | 356 | 4,41 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 195 478 | 10,23 | 67 640 | 9,78 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 5 333 | 302 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 6 519 | 369 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 27 507 | 29,04 | 1 556 | 28,60 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 654 | 37 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 12 286 | 7,63 | 695 | 7,25 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3 080 319 | 21,25 | 174 285 | 20,76 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 11 045 | 0,09 | 625 | -0,32 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 229 345 | 1,19 | 12 976 | 0,78 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 2 290 | 0,35 | 130 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 103 638 | 1 484,92 | 5 864 | 1 480,32 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3 714 629 | 210 174 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 48 493 | 64,79 | 2 698 | 60,31 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 7 185 | 4,40 | 407 | 4,10 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 6 180 | 350 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 8 321 | 1,95 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 36 100 | 47,35 | 2 043 | 46,80 | |||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 26 174 | 7,09 | 1 481 | 6,63 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 1 792 | 0,06 | 101 | 0,00 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 13 290 | 94,21 | 752 | 93,56 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 242 776 | 9,40 | 13 736 | 8,96 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 26 549 | 6,16 | 1 502 | 5,77 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 9 653 | 12,83 | 546 | 12,58 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 305 401 | 4,48 | 17 280 | 4,06 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 39 221 | 209,92 | 2 228 | 218,29 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 223 865 | 0,60 | 13 195 | -0,26 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 11 068 | 1,85 | 626 | 1,46 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 7 835 | 6,17 | 443 | 5,73 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 5 754 | 0,23 | 326 | -0,31 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 28 055 | 1,22 | 1 587 | 0,83 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 154 954 | 8 803 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 12 762 | 0,35 | 722 | 0,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5 844 | 1,42 | 331 | 0,92 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 74 | 4 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 243 536 | 22,82 | 13 779 | 22,32 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 9 440 | 6,79 | 534 | 6,37 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 868 602 | 7,16 | 49 145 | 6,73 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 10 275 | 20,61 | 583 | 20,50 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 965 471 | 139,31 | 54 626 | 138,34 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 55 796 | 1,51 | 3 157 | 1,09 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 5 637 | 2 438 | -19,94 | |||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 8 460 | 479 | ||||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 286 | 16 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 73 620 | 4 165 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 138 | 8 | ||||||
| 2026-05-08 | 13F | Oath Planning, LLC | 4 299 | 0,37 | 243 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 24 300 | 170,00 | 1 375 | 168,88 | |||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 76 112 | 50,91 | 4 306 | 50,30 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 6 494 | 0,26 | 367 | 0,00 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 151 156 | 11,37 | 8 532 | 8,07 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 77 333 | 10,61 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 3 900 | 221 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 79 988 | 323,04 | 4 526 | 321,32 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 5 369 | 0,21 | 304 | -0,33 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 366 709 | 175,23 | 20 748 | 174,12 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 324 073 | 18 336 | ||||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 10 665 | 3,86 | 603 | 3,43 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 269 | 15 | ||||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 4 043 | 229 | ||||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1 044 | 3,67 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 33 518 | 1,20 | 1 896 | 0,80 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 2 434 676 | 1,96 | 137 754 | 1,55 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 13 018 | 0,12 | 737 | -0,27 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 4 289 | 0,16 | 239 | -2,06 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 493 776 | 0,91 | 27 938 | 0,50 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 163 900 | 9 273 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 253 805 | 0,03 | 14 360 | -0,37 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2 780 187 | 5 108,39 | 157 303 | 5 088,09 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 33 838 | 41,82 | 1 915 | 41,25 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 64 864 | 0,83 | 3 670 | 0,44 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 77 143 | 2,39 | 4 365 | 1,96 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 204 672 | 96,36 | 11 580 | 95,58 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 1 529 979 | 0,23 | 86 566 | -0,18 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 11 934 | 0,13 | 675 | -0,30 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 9 223 | 6,04 | 522 | 5,47 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 3 202 | 15,72 | 181 | 15,29 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 388 408 | 7,99 | 21 976 | 7,55 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 62 418 | 1,82 | 3 532 | 1,41 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 503 899 | 15,89 | 28 511 | 15,42 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 29 261 | 8,15 | 1 656 | 7,68 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 845 713 | 5,24 | 47 850 | 4,81 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 183 169 | 2,37 | 10 377 | 2,08 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 232 034 | 0,39 | 13 128 | -0,02 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 55 786 | 40,39 | 3 156 | 39,83 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 172 719 | 5,75 | 9 772 | 5,32 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4 161 823 | 1,88 | 235 476 | 101 397,84 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 22 496 | 1,26 | 1 273 | 0,79 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1 360 | 77 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 130 427 | 5,19 | 7 380 | 4,76 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 157 934 | 2,85 | 122 096 | 2,43 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 30 | 2 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 15 432 | 31,87 | 880 | 36,07 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 24 474 | 165,47 | 1 385 | 164,63 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 32 548 | 9,39 | 1 842 | 8,93 | ||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 3 601 | 204 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 33 776 | 23,18 | 1 911 | 22,74 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 8 816 | 6,34 | 499 | 5,96 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 743 606 | 6,89 | 42 073 | 6,46 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 24 113 | 1,07 | 1 444 | 4,41 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 95 945 | 1,25 | 5 429 | 0,84 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 95 478 | 2,19 | 5 419 | 0,80 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 8 993 | 11,66 | 509 | 11,16 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 43 137 | 19,02 | 2 441 | 18,50 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 475 | 28 | ||||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 51 334 | 2,54 | 2 904 | 2,15 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 6 350 | 1,31 | 359 | 0,84 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 298 686 | 0,49 | 16 900 | 0,08 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 12 733 | 4,41 | 720 | 4,05 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 345 476 | 2,13 | 19 547 | 1,72 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 9 218 | 522 | ||||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 24 346 | 49,80 | 1 377 | 49,19 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1 942 042 | 16,87 | 109 881 | 16,40 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 73 821 | 9,43 | 4 177 | 8,98 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 216 392 | 4,06 | 12 243 | 1,64 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 23 883 | 11,65 | 1 351 | 11,19 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 7 532 | 60,43 | 426 | 60,15 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 281 | 0,36 | 16 | 0,00 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 5 483 | 310 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 9 546 | 0,98 | 540 | 0,56 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 65 147 | 4,15 | 3 686 | 3,74 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 154 706 | 2,17 | 121 913 | 1,75 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 137 494 | 2,39 | 7 779 | 1,97 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 1 279 | 44,52 | 72 | 44,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 59 982 | 2,86 | 3 394 | 2,45 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1 360 | 0,37 | 77 | 0,00 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 35 596 | 324,62 | 2 014 | 323,11 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 47 845 | 10,12 | 2 707 | 9,68 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 101 424 | 2,91 | 5 739 | 2,50 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 59 594 | 11,41 | 3 372 | 10,96 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 52 923 | 1,75 | 2 994 | 1,35 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 330 844 | 18 719 | ||||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 7 830 | 443 | ||||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 161 886 | 11,34 | 9 160 | 10,88 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1 000 | 57 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 9 002 | 1 945,91 | 509 | 2 020,83 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 641 702 | 7,89 | 36 307 | 7,45 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 13 162 | 0,35 | 745 | -0,13 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 251 354 | 1,14 | 14 222 | 0,73 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 500 | 163,16 | 28 | 180,00 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 29 625 | 6,55 | 1 676 | 6,14 | ||||
| 2026-05-12 | 13F | CBM Financial, LLC | 318 737 | 8,24 | 18 879 | 8,29 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 279 279 | 1,40 | 15 802 | 0,99 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 64 718 | 0,28 | 3 662 | -0,14 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 6 107 | 0,74 | 346 | 0,29 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 14 263 | 150,14 | 807 | 149,85 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 44 819 | 141,77 | 2 536 | 140,74 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 15 483 | 10,63 | 876 | 10,06 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 7 817 | 2,20 | 442 | 1,84 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 810 | 46 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 37 048 | 100,18 | 2 100 | 99,81 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 61 259 | 4,08 | 3 612 | 5,95 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 402 648 | 1,10 | 22 874 | 3,81 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 1 837 787 | 4,05 | 103 982 | 3,62 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 509 | 0,20 | 29 | 0,00 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 4 424 | 2,29 | 250 | 2,04 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2 662 837 | 30,11 | 150 663 | 29,58 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 62 018 | 4 | ||||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2 409 | 136 | ||||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 5 547 | 5,38 | 314 | 4,68 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 23 807 | 1,09 | 1 347 | 0,75 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 553 | 31 | ||||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 434 660 | 130,10 | 24 593 | 123,63 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 73 789 | 71,73 | 4 175 | 71,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 381 896 | 93,36 | 21 489 | 96,63 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 3 971 984 | 9,71 | 224 735 | 9,27 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1 259 | 0,40 | 75 | 4,17 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 8 996 058 | 2,93 | 508 997 | 2,51 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 338 317 | 4,92 | 19 142 | 4,49 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 705 | 0,43 | 40 | -2,50 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 5 720 | 324 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 31 737 | 460,43 | 1 796 | 459,19 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 73 354 | 2,97 | 4 150 | 2,57 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 698 504 | 3,29 | 39 521 | 2,87 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 28 816 | 127,96 | 1 630 | 127,02 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 161 288 | 2,47 | 9 126 | 2,05 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 6 067 330 | 4,63 | 343 290 | 4,21 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 13 938 | 111,53 | 789 | 110,70 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 80 214 | 0,35 | 4 539 | -0,07 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 5 762 | 3,60 | 326 | 3,49 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1 946 | 110 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 738 755 | 7,11 | 41 799 | 6,68 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 128 677 | 5,37 | 7 281 | 4,94 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 43 830 | 3,89 | 2 480 | 3,46 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 325 | 18 | ||||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 142 750 | 5,37 | 8 077 | 4,94 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 74 212 | 4 199 | ||||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 15 291 | 7,75 | 865 | 7,32 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 552 495 | 5,90 | 144 499 | 5,53 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 6 581 | 0,53 | 372 | 0,27 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2 722 619 | 18,92 | 154 046 | 18,44 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1 765 | 100 | ||||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 214 458 | 12 134 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 266 | 15 | ||||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 63 777 | 4,47 | 3 609 | 4,04 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 650 911 | 4,81 | 93 788 | 107 702,30 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 205 574 | 3,56 | 11 631 | 3,14 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 710 | 0,28 | 40 | 0,00 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 38 629 | 8,43 | 2 186 | 8,01 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 750 | 118,02 | 42 | 121,05 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7 350 | 26,03 | 416 | 25,38 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 26 701 | 13,92 | 1 511 | 13,45 | ||||
| 2026-05-05 | 13F | Sharpepoint Llc | 98 877 | 1,14 | 5 594 | 0,72 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 3 845 | 218 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 205 819 | 335,97 | 11 660 | 334,88 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 30 272 | 95,37 | 1 713 | 94,55 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 24 837 | 2,05 | 1 405 | 1,66 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 25 034 | 1 416 | ||||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 9 603 | 17,24 | 543 | 16,77 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 7 815 | 0,37 | 442 | 0,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 19 767 082 | 0,36 | 1 118 421 | -0,04 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 14 589 | 0,75 | 825 | 0,36 | ||||
| 2026-05-12 | 13F | Creative Planning | 695 802 | 0,58 | 39 368 | 0,17 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 7 892 | 8,98 | 447 | 8,52 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 26 979 | 0,25 | 1 526 | -0,13 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 3 968 | 221 | ||||||
| 2026-05-12 | 13F | Awm Capital, Llc | 14 675 | 0,36 | 830 | 0,00 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 712 981 | 2,80 | 40 340 | 2,39 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 33 984 | 1,09 | 1 923 | 0,68 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1 747 | 99 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 34 167 | 0,14 | 1 933 | -0,26 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 62 | 4 | ||||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 549 622 | 10,71 | 31 098 | 10,26 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 200 000 | 11 316 | ||||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 4 548 | 257 | ||||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 216 366 | 0,49 | 12 242 | 0,08 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 272 460 | 1,77 | 15 416 | 1,35 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 779 970 | 16,74 | 44 | 18,92 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 229 218 | 204,75 | 12 969 | 203,51 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 41 883 | 26,38 | 2 370 | 25,88 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 35 698 | 10,88 | 2 027 | 9,40 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 84 039 | 4 755 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 6 672 | 24,13 | 378 | 23,61 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 4 112 | 7,53 | 233 | 4,04 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 15 376 | 4,07 | 870 | 3,69 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 58 057 | 6,59 | 3 285 | 6,14 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 13 940 | 10,48 | 789 | 10,06 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 418 811 | 2,07 | 23 696 | 1,66 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 7 578 | 429 | ||||||
| 2026-05-04 | 13F | CORDA Investment Management, LLC. | 59 968 | 5,29 | 3 393 | 4,85 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 8 670 | 12,23 | 491 | 11,87 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 8 476 | 39,06 | 480 | 38,73 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 70 158 | 0,28 | 3 970 | -0,13 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 7 | 0 | ||||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 3 674 | 0,03 | 208 | -0,48 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 277 032 | 451,69 | 15 674 | 449,58 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 671 | 38 | ||||||
| 2026-04-24 | 13F | Peoples Bank /oh | 3 816 | 216 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53 238 | 19,19 | 3 012 | 18,72 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 81 939 | 6,34 | 4 636 | 5,92 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 122 | 7 | ||||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 102 557 | 2,02 | 5 803 | 1,61 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 1 646 902 | 12,66 | 93 182 | 12,21 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 20 144 | 0,16 | 1 140 | -0,26 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 69 750 | 9,01 | 3 946 | 8,56 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 27 740 | 0,04 | 1 570 | -0,38 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 10 566 | 15,22 | 598 | 14,81 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 7 207 | 28,67 | 408 | 27,99 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1 051 | 63,20 | 60 | 68,57 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 3 975 | 2,26 | 225 | 1,82 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 62 | 4 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 38 399 | 2,26 | 2 173 | 1,83 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 7 572 | 11,98 | 448 | 16,41 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 24 839 | 0,33 | 1 405 | -0,07 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 2 547 | 68,68 | 144 | 69,41 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 21 147 | 0,28 | 1 196 | -0,17 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 383 900 | 25,14 | 21 721 | 24,63 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 17 818 | 6,90 | 1 008 | 6,55 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 6 813 | 0,18 | 385 | -0,26 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 450 337 | 1,46 | 25 480 | 1,05 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 442 | 25 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12 625 | 11,80 | 717 | 14,90 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 664 | 0,30 | 38 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5 021 | 6,13 | 284 | 5,97 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 29 307 | 1 658 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2 618 389 | 48,72 | 154 878 | 51,57 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 67 772 | 124,43 | 3 835 | 123,56 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 13 404 | 3,69 | 758 | 3,27 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 93 697 | 0,64 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 58 260 | 10,75 | 3 296 | 10,31 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1 112 | 12,89 | 63 | 12,73 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 51 923 | 43,53 | 2 938 | 42,92 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 228 353 | 34,65 | 12 920 | 34,11 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2 872 | 127,94 | 162 | 128,17 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 11 349 | 36,49 | 642 | 36,02 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 323 902 | 18,69 | 18 | 20,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4 205 952 | 5,79 | 237 973 | 5,36 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 166 654 | 1,31 | 9 429 | 0,90 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 185 363 | 5,23 | 10 488 | 4,80 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 790 404 | 30,90 | 44 721 | 30,37 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 211 159 | 25,87 | 11 947 | 25,36 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 519 061 | 4,44 | 29 368 | 4,02 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3 876 | 33,24 | 219 | 32,73 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 166 267 | 3,27 | 9 | 0,00 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 102 234 | 6,40 | 5 784 | 5,97 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 4 876 | 0 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 560 176 | 3,42 | 31 695 | 3,00 | ||||
| 2026-04-20 | 13F | Up Capital Management, Inc. | 4 622 | 0,26 | 262 | 0,00 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 784 446 | 8,15 | 44 384 | 7,72 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 12 735 | 6,57 | 721 | 6,19 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 26 023 | 49,82 | 1 472 | 49,29 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 3 742 | 1 220 | ||||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 4 642 | 0,37 | 263 | 0,00 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 15 211 | 16,06 | 861 | 15,59 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 28 362 | 1 605 | ||||||
| 2026-04-16 | 13F | Friday Financial | 59 709 | 5,96 | 3 378 | 5,53 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 57 212 | 5,11 | 3 426 | 7,91 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 277 581 | 4,19 | 15 551 | 2,05 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1 482 888 | 21,49 | 83 902 | 21,00 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 96 096 | 11,64 | 5 437 | 11,19 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 544 900 | 0,91 | 30 830 | 0,50 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1 507 | 85 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 6 212 | 0,32 | 351 | 0,00 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 32 173 | 0,05 | 1 820 | -0,33 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 72 574 | 1,99 | 4 106 | 1,58 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 16 634 | 0,13 | 941 | -0,21 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 37 232 | 472,80 | 2 107 | 470,73 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 16 415 | 0,04 | 929 | -0,43 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 36 859 | 23,19 | 2 085 | 22,72 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 274 086 | 6,44 | 15 508 | 6,01 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 34 698 | 1 963 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 186 117 | 9,45 | 10 530 | 9,01 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 445 | 25 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 5 332 176 | 37,75 | 301 695 | 37,19 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7 131 | 403 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6 904 567 | 1,59 | 384 170 | -0,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 477 537 | 53,75 | 82 139 | 50,45 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 12 900 | 730 | ||||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 486 050 | 3,37 | 27 501 | 2,95 |
