Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Specialized Funds - Vanguard Real Estate ETF, to m.in Ieq Capital, Llc, Tiaa-cref Individual & Institutional Services, Llc, Krane Financial Solutions LLC, University of Illinois Foundation, Investment Planning Advisors, Inc., Alliance Wealth Advisors, LLC /UT, 111 Capital, GK Wealth Management LLC, Wright Fund Managment, LLC, Canandaigua National Corp, Advisor OS, LLC, Financial Solutions Advisory Group, Inc., Cerity Partners Retirement Plan Advisors LLC, Sylvest Advisors, LLC, Cedar Point Capital Partners, LLC, Marquette Associates, Inc., Creegan & Nassoura Financial Group, LLC, Vanguard National Trust Co, Southern Michigan Bank & Trust, i Emerald Investment Advisers, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 6 028 | 0,02 | 535 | 0,19 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 21 253 | 5,70 | 1 885 | 5,96 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 174 117 | 20,10 | 15 444 | 20,38 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 2 826 | 251 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 4 595 | 11,96 | 438 | 18,75 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 4 979 | 442 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 281 | 3,39 | 114 | 3,67 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 14 095 | 0,03 | 1 250 | 0,32 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 2 500 | 0 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 129 455 | 25,54 | 11 483 | 25,83 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 31 055 | 45,69 | 2 755 | 46,02 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 28 844 | 1,76 | 2 559 | 1,99 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 83 | 7 | ||||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 252 337 | 11,04 | 22 | 10,00 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 7 874 | 51,95 | 698 | 52,40 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 127 | 0,79 | 0 | |||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 7 607 | 48,55 | 675 | 48,79 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 156 811 | 0,69 | 13 909 | 0,94 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 21 444 | 1 902 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 123 768 | 10 978 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11 095 | 13,91 | 984 | 14,29 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 4 358 | 8,92 | 387 | 9,04 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 23 424 | 0,70 | 2 078 | 0,92 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 253 269 | 22 465 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 13 679 | 1 213 | ||||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 101 903 | 3,89 | 9 039 | 4,12 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 183 400 | 17,56 | 16 268 | 14,65 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 6 012 | 15,50 | 533 | 15,87 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 105 489 | 3,29 | 9 357 | 3,53 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 26 749 | 0,33 | 2 373 | 0,55 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 20 300 | 11,88 | 1 801 | 12,15 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 3 268 | 24,31 | 290 | 24,57 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 3 081 | 5,73 | 273 | 6,23 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6 003 | 30,56 | 532 | 31,03 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 22 805 | 117,27 | 2 025 | 117,63 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 32 551 | 5,89 | 2 887 | 6,14 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 2 560 | 0,47 | 227 | 0,89 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 7 705 | 0,71 | 683 | -1,73 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 13 183 | 5,55 | 1 169 | 5,79 | ||||
| 2026-05-13 | 13F | Marex Group plc | 4 486 | 80,45 | 398 | 81,28 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 17 459 | 14,29 | 1 549 | 14,58 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 266 673 | 1,82 | 23 654 | 2,06 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 28 931 | 13,55 | 2 566 | 13,84 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 27 545 | 3,92 | 2 442 | 122 000,00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 11 439 | 1,10 | 1 014 | 1,30 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 83 720 | 9,67 | 7 426 | 9,93 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 85 428 | 15,47 | 7 578 | 15,73 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 29 867 | 0,02 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 3 660 600 | 2,44 | 324 695 | 2,68 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 38 283 | 50,04 | 3 396 | 50,42 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 600 | 53 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 17 485 | 2,05 | 1 551 | 2,24 | ||||
| 2026-05-12 | 13F | Croban | 37 653 | 3,85 | 3 340 | 4,08 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 9 362 | 830 | ||||||
| 2026-05-13 | 13F | WealthCollab, LLC | 82 125 | 8,43 | 7 284 | 8,68 | ||||
| 2026-04-29 | 13F | Invested Advisors | 6 127 | 4,04 | 543 | 4,22 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 91 | 33,82 | 8 | 33,33 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 7 480 | 0,04 | 663 | 0,30 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 864 880 | 0,34 | 76 715 | 0,58 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 31 563 | 10,95 | 2 800 | 11,20 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 7 838 | 52,14 | 694 | 47,45 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 187 509 | 6,77 | 16 632 | 7,03 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 2 779 | 2,28 | 246 | 2,50 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 7 674 | 8,01 | 681 | 8,28 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 25 015 | 37,14 | 2 219 | 37,42 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 5 228 | 1,08 | 464 | 1,31 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 15 252 | 26,77 | 1 353 | 27,07 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 99 764 | 219,78 | 8 828 | 209,54 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 23 794 | 2,98 | 2 110 | 3,23 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 39 469 | 0,42 | 3 501 | 0,66 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 7 016 | 1,98 | 681 | 12,01 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 2 636 | 234 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 115 | 10 | ||||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 2 880 | 4,73 | 255 | 4,94 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 78 538 | 2,58 | 6 966 | 2,82 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 45 430 | 74,36 | 4 030 | 74,79 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 11 439 | 1,87 | 1 015 | 2,11 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 84 970 | 0,33 | 7 537 | 0,56 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4 221 | 374 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9 558 | 6,83 | 848 | 7,08 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 2 855 | 253 | ||||||
| 2026-05-14 | 13F | Peak6 Llc | Put | 7 900 | 33,90 | 701 | 34,10 | |||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 33 702 | 10,40 | 2 989 | 10,66 | ||||
| 2026-05-14 | 13F | Peak6 Llc | 4 148 | 368 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 40 595 | 40,09 | 3 601 | 40,41 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 2 551 | 226 | ||||||
| 2026-05-11 | 13F | Fairfield University | 215 774 | 1,08 | 19 139 | 1,32 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 8 467 | 751 | ||||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 2 472 | 219 | ||||||
| 2026-05-14 | 13F | Campion Asset Management LLC | 81 542 | 2,64 | 7 233 | 2,89 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 2 373 | 210 | ||||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 6 771 | 9,90 | 601 | 10,09 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 114 420 | 10,41 | 10 149 | 10,68 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 245 563 | 140,15 | 21 781 | 140,73 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 141 214 | 3,01 | 12 526 | 3,25 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1 | 0 | ||||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 3 140 | 279 | ||||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 31 301 | 0,01 | 2 776 | 0,25 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 59 678 | 17,06 | 5 293 | 17,34 | ||||
| 2026-05-13 | 13F | Bank OZK | 10 296 | 0,86 | 913 | 1,11 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 147 | 13 | ||||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 106 878 | 7,43 | 10 370 | 13,92 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 560 | 146,70 | 50 | 145,00 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 5 588 | 12,89 | 496 | 13,01 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 5 079 | 13,93 | 452 | 13,89 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 35 664 | 13,22 | 3 156 | 9,59 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 34 501 | 9,01 | 3 060 | 9,29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 23 999 | 46,50 | 2 129 | 46,86 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 26 873 | 4,97 | 2 384 | 5,21 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 34 184 | 1,61 | 3 032 | 1,88 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 9 896 | 2,75 | 878 | 2,93 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 735 | 84 | ||||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 787 | 0,13 | 70 | 0,00 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 2 | 0 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 6 625 | 588 | ||||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 11 639 | 108,43 | 1 016 | 104,02 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 56 953 | 0,31 | 5 052 | 0,54 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 759 | 72,89 | 67 | 76,32 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 106 605 | 5,98 | 10 145 | 11,53 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 37 941 | 4,56 | 3 495 | 8,81 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12 681 | 12,30 | 1 125 | 12,51 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 3 781 | 21,15 | 335 | 21,38 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 262 380 | 2,12 | 23 273 | 2,37 | ||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 15 659 | 1 389 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 107 | 67,19 | 10 | 100,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 45 614 | 4,38 | 4 046 | 4,66 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 90 969 | 1,04 | 8 070 | 1,28 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 48 326 | 21,44 | 4 287 | 21,73 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 103 616 | 1,33 | 9 191 | 1,57 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 217 260 | 6,24 | 19 271 | 6,49 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 2 382 | 1,06 | 211 | 1,44 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 54 227 | 4,68 | 4 810 | 4,91 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 20 120 | 26,63 | 1 780 | 22,59 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 109 381 | 0,52 | 9 702 | 0,76 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 276 709 | 9,51 | 24 544 | 9,77 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 2 799 | 265 | ||||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 3 078 | 0,59 | 273 | 1,11 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 32 924 | 9,74 | 2 920 | 10,02 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 34 949 | 1,53 | 3 100 | 1,74 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 3 993 | 354 | ||||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 130 | 34,02 | 12 | 37,50 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 11 644 | 1 126 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 70 237 | 15,23 | 6 230 | 15,52 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4 637 | 4,51 | 411 | 4,85 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 29 614 | 3,53 | 2 627 | 3,75 | ||||
| 2026-05-15 | 13F | Kinloch Capital, LLC | 29 193 | 2 589 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 4 318 | 66,53 | 384 | 67,69 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 2 007 | 28 571,43 | 178 | |||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 5 017 | 32,37 | 445 | 32,84 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 11 625 | 23,66 | 1 031 | 24,07 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 2 278 | 202 | ||||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 433 750 | 0,02 | 38 474 | 0,26 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5 521 305 | 7,67 | 493 207 | 8,69 | ||||
| 2026-04-27 | 13F | Consolidated Portfolio Review Corp | 52 185 | 1,08 | 4 629 | 1,31 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 25 025 | 2,14 | 2 220 | 2,35 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 16 749 | 3,25 | 1 486 | 3,48 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 10 070 180 | 0,31 | 893 225 | 0,55 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 19 704 | 16,21 | 1 748 | 16,47 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 1 130 | 100 | ||||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 277 909 | 3,63 | 24 651 | 4,84 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 16 743 | 1 462 | ||||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 849 940 | 1,06 | 75 390 | 1,30 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 4 233 | 1,05 | 376 | 1,35 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 759 691 | 7,18 | 67 385 | 7,44 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 6 038 | 536 | ||||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 3 280 | 7,22 | 291 | 7,41 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 3 268 | 0,09 | 290 | 0,35 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 1 | 0 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 9 795 | 4,56 | 869 | 3,21 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 4 555 | 99,43 | 404 | 100,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 83 484 | 4,41 | 7 405 | 4,66 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 13 601 | 10,16 | 1 206 | 9,24 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 156 113 | 16,35 | 13 847 | 16,63 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 28 745 | 42,06 | 3 | 100,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 254 | 23 | ||||||
| 2026-04-13 | 13F | Trust Co | 10 130 | 2,02 | 899 | 2,28 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 20 477 | 2,13 | 1 816 | 2,37 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1 837 | 11,74 | 163 | 11,72 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 15 822 | 6,06 | 1 403 | 6,29 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 10 817 | 2,03 | 959 | 2,24 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 31 842 | 4,67 | 2 824 | 4,90 | ||||
| 2026-05-13 | 13F | Cercano Management LLC | 106 191 | 9 419 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 2 198 | 194 | ||||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 880 | 61,76 | 78 | 62,50 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 17 140 | 16,40 | 1 520 | 16,65 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 299 616 | 4,16 | 27 | 4,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 9 535 | 0,41 | 898 | 6,79 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 68 616 | 4,07 | 6 086 | 4,32 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 28 198 | 13,13 | 2 501 | 13,42 | ||||
| 2026-05-15 | 13F | Gillson Capital LP | 107 900 | 10 | ||||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 10 098 | 18,31 | 896 | 18,54 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 10 202 | 1,41 | 905 | 1,57 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 11 334 | 101 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 13 195 | 2,86 | 1 170 | 3,08 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 210 031 | 0,85 | 18 630 | 1,09 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 40 819 | 2,77 | 3 621 | 3,02 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 66 389 | 2,32 | 5 889 | 2,56 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 53 414 | 15,26 | 4 738 | 15,54 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 17 781 | 1 577 | ||||||
| 2026-05-13 | 13F | Cpwa, Llc | 4 933 | 477 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 745 | 325,71 | 66 | 340,00 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 144 944 | 1,08 | 12 857 | 1,32 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 12 831 491 | 6,98 | 1 138 153 | 7,23 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 23 613 | 9,47 | 2 095 | 9,75 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 3 000 | 266 | ||||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 7 660 | 679 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 18 747 | 1,09 | 1 790 | 9,09 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 119 666 | 23,42 | 10 614 | 23,71 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 127 600 | 5,04 | 11 318 | 5,29 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 3 956 | 1,07 | 351 | 1,16 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 13 824 | 0,37 | 1 226 | 0,66 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 8 | 1 | ||||||
| 2026-04-28 | 13F | Family CFO Inc | 22 671 | 4,59 | 2 011 | 4,80 | ||||
| 2026-05-11 | 13F | 111 Capital | 49 458 | 4 387 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 3 262 | 19,53 | 289 | 19,92 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 3 581 | 1,07 | 318 | 1,28 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 212 | 19 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 17 905 | 10,21 | 1 588 | 10,51 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 4 170 | 370 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 588 | 258,47 | 141 | 258,97 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 133 902 | 2,71 | 11 890 | 3,02 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3 196 | 126,03 | 284 | 126,40 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 278 196 | 4,17 | 24 676 | 4,42 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 69 012 | 15,41 | 6 107 | 11,71 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 27 741 | 70,37 | 2 633 | 79,54 | ||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 8 989 | 0,71 | 797 | 1,01 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 359 | 13,97 | 32 | 14,81 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 71 220 | 11,64 | 6 317 | 11,90 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 23 238 | 107,48 | 2 061 | 107,97 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 5 374 | 1,09 | 477 | 1,28 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 442 545 | 10,91 | 39 254 | 11,17 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 141 434 | 0,76 | 12 545 | 1,00 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 190 395 | 1,01 | 16 888 | 1,25 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 6 635 | 13,77 | 589 | 13,95 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 695 | 537,61 | 62 | 577,78 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 6 998 | 2,47 | 621 | 2,65 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 3 125 | 21,31 | 277 | 22,03 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 25 885 | 2,30 | 2 296 | 2,55 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 1 694 | 6,54 | 150 | 7,14 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 82 450 | 6,83 | 7 313 | 7,09 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 121 180 | 2,41 | 10 749 | 2,01 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 12 719 | 41,89 | 1 128 | 42,24 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 302 | 27 | ||||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2 948 | 261 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 6 924 | 0,49 | 614 | 0,82 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 17 550 | 1 536 | ||||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 3 121 | 25,69 | 277 | 26,03 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 3 094 | 1,05 | 274 | 1,48 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 44 109 | 7,96 | 3 912 | 8,22 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 42 752 | 4,63 | 3 792 | 4,90 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114 083 | 0,90 | 10 110 | 1,14 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 19 845 | 3,91 | 1 760 | 4,14 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 5 535 | 14,43 | 491 | 14,49 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 27 611 | 22,63 | 2 449 | 22,94 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 9 352 | 15,73 | 830 | 15,94 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 3 543 | 3,54 | 314 | 3,97 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 16 489 | 5,09 | 1 463 | 5,33 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 11 275 | 4,62 | 1 000 | 4,93 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 7 634 | 8,47 | 677 | 8,84 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 3 195 | 10,63 | 0 | |||||
| 2026-04-02 | 13F | Horizons Wealth Management | 117 118 | 1,59 | 10 388 | 1,83 | ||||
| 2026-04-24 | 13F | Whelan Financial | 264 486 | 1,92 | 23 460 | 2,16 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 10 243 | 0,15 | 1 | |||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 58 364 | 5 177 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 950 636 | 228,41 | 84 468 | 226,34 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 97 | 0 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 5 283 | 0,48 | 469 | 0,65 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 2 776 | 0,73 | 246 | 1,23 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 33 930 | 11,57 | 3 010 | 11,82 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3 383 | 7,09 | 300 | 7,53 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 414 124 | 7,52 | 36 733 | 7,78 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2 800 | 248 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 83 152 | 5,81 | 7 376 | 6,05 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 29 058 | 17,09 | 2 577 | 17,35 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 3 193 | 19,99 | 283 | 20,43 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 2 229 | 0,22 | 198 | 0,51 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 80 342 | 0,87 | 7 126 | 1,11 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 16 590 | 10,56 | 1 472 | 10,85 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 114 760 | 253,61 | 10 179 | 254,55 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 18 755 | 1 664 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 6 709 | 0,51 | 595 | 0,85 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2 894 | 257 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 323 | 29 | ||||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 28 141 | 5,50 | 2 496 | 5,76 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 65 301 | 38,01 | 5 792 | 38,33 | ||||
| 2026-05-13 | 13F | University of Illinois Foundation | 107 990 | 9 579 | ||||||
| 2026-04-28 | 13F | David Kennon Inc | 84 232 | 2,46 | 7 471 | 2,71 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 49 561 | 1,04 | 4 396 | 1,29 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 1 399 | 209 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18 445 | 41,38 | 1 636 | 41,77 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 9 394 | 15,96 | 833 | 16,34 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 12 828 | 3,36 | 1 138 | 3,55 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 17 889 | 0,38 | 1 587 | 0,63 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 2 300 | 204 | ||||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 27 982 | 1,09 | 2 482 | 1,35 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 6 081 260 | 8 501,99 | 146 | -97,67 | ||||
| 2026-04-24 | 13F | Balentine LLC | 1 137 | 22,65 | 101 | 21,95 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 49 007 | 3,67 | 4 347 | 3,90 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 30 582 | 14,18 | 2 713 | 14,43 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 26 948 | 3,27 | 2 390 | 3,51 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 62 943 | 23,93 | 5 477 | 21,87 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 38 219 | 0,56 | 3 390 | -2,50 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 13 582 | 61,77 | 1 205 | 62,26 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 39 321 | 7,58 | 3 488 | 7,82 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 16 | 100,00 | 1 | |||||
| 2026-05-11 | 13F | United Bank | 80 710 | 3,40 | 7 159 | 3,63 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 3 512 | 1,94 | 312 | 2,30 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 8 571 | 51,19 | 752 | 50,10 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 7 058 | 2,14 | 626 | 2,45 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 170 379 | 1,34 | 15 113 | 1,58 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 14 337 | 6,14 | 1 271 | 6,45 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 117 361 | 4,65 | 10 410 | 4,89 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 10 | 1 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 95 720 | 33,46 | 8 490 | 33,79 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 116 248 | 13,95 | 10 311 | 14,22 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 32 258 | 2,83 | 2 861 | 3,10 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 42 620 | 11,37 | 3 779 | 11,58 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3 282 | 291 | ||||||
| 2026-04-24 | 13F | Essex LLC | 4 325 | 1,10 | 384 | 1,32 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 3 124 | 10,27 | 277 | 10,80 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 11 587 | 1 028 | ||||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 10 865 | 14,10 | 964 | 14,37 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 3 148 | 1,06 | 279 | 1,45 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 84 729 | 0,01 | 7 515 | 0,25 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 34 154 | 13,25 | 3 029 | 13,53 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 65 599 | 5,83 | 5 819 | 6,09 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 42 620 | 3 779 | ||||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 1 393 147 | 18,63 | 123 572 | 18,91 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 20 739 | 12,01 | 1 840 | 12,27 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 605 | 44,39 | 54 | 43,24 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 9 181 | 84,32 | 814 | 85,00 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 17 155 | 132,17 | 2 | |||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 29 456 | 0,32 | 2 613 | 0,54 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 307 | 0,33 | 27 | 0,00 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 3 362 | 13,47 | 298 | 13,74 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 201 443 | 5,74 | 17 868 | 5,99 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 1 393 147 | 18,63 | 123 572 | 18,91 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 16 034 | 0,89 | 1 422 | 1,14 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 9 142 | 12,57 | 811 | 12,81 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1 525 | 0,99 | 135 | 1,50 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 2 872 | 0,70 | 255 | 0,79 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 208 089 | 4,18 | 18 457 | 4,43 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 236 628 | 6,93 | 20 989 | 7,18 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 11 748 | 0,94 | 1 042 | 1,26 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 470 | 42 | ||||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 370 | 1,09 | 33 | 0,00 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2 949 | 7,94 | 262 | 8,30 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 3 140 | 3,97 | 279 | 4,12 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1 482 | 131 | ||||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 130 | 0,78 | 12 | 0,00 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 23 077 | 2 047 | ||||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 39 340 | 1,87 | 3 489 | 2,11 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 16 677 | 27,15 | 1 479 | 27,50 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 2 677 | 14,30 | 0 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 36 834 | 141,68 | 3 267 | 142,36 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 637 628 | 2,79 | 56 558 | 3,03 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 137 077 | 72,89 | 12 159 | 73,29 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 4 781 | 21,35 | 424 | 21,84 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 5 383 | 477 | ||||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 32 508 | 1,53 | 2 883 | 1,76 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 4 825 | 428 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 27 992 | 22,57 | 2 483 | 22,87 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 660 | 153,85 | 60 | 156,52 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 2 790 | 11,96 | 247 | 12,27 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 3 207 | 284 | ||||||
| 2026-05-14 | 13F | Virtu Financial LLC | 62 284 | 95,46 | 6 | 150,00 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 240 523 | 3,13 | 21 334 | 3,38 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2 212 485 | 196 247 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 752 | 144,95 | 67 | 148,15 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2 280 | 202 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 255 300 | 191,77 | 22 645 | 192,50 | |||
| 2026-05-05 | 13F | Covestor Ltd | 4 758 | 4,00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 33 877 | 103,06 | 3 005 | 103,52 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 11 355 | 3,39 | 1 007 | 3,71 | ||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 4 994 | 0 | ||||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 9 582 | 8,85 | 850 | 9,13 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 107 | 1 237,50 | 9 | |||||
| 2026-04-08 | 13F | Warner Financial, Inc | 12 418 | 1,31 | 1 101 | 110 000,00 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 24 568 | 2,43 | 2 179 | 1,87 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 107 316 | 8,51 | 9 519 | 8,76 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 107 594 | 13,78 | 9 544 | 14,04 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 195 158 | 213,26 | 17 308 | 213,99 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 25 435 | 2,12 | 2 256 | 2,41 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 72 507 | 7,37 | 6 431 | 7,63 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 375 | 0,81 | 33 | 3,13 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 28 213 | 2 502 | ||||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 3 904 | 1,43 | 346 | -1,42 | ||||
| 2026-04-22 | 13F | Patton Fund Management, Inc. | 68 856 | 24,73 | 6 108 | 25,02 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 3 168 | 4,04 | 281 | 4,46 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 42 264 | 0,08 | 3 749 | 0,32 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 28 715 | 9,10 | 2 547 | 9,32 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 58 289 | 1,15 | 5 170 | 1,39 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 6 672 | 3,20 | 592 | 3,32 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 474 337 | 6,29 | 42 074 | 6,55 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 19 334 | 15,15 | 1 715 | 15,42 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 615 | 143 | ||||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3 434 | 3,00 | 305 | 3,40 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 4 975 | 22,81 | 441 | 23,18 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4 371 | 2,41 | 388 | 2,65 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 28 977 | 0,73 | 2 570 | 0,98 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 182 890 | 6,32 | 16 222 | 108 046,67 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 21 155 | 53,32 | 1 876 | 53,77 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 10 356 | 2,64 | 919 | 2,91 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 12 596 | 15,27 | 1 117 | 15,63 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 36 | 3 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 425 | 29,18 | 38 | 27,59 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 35 391 | 0,50 | 3 139 | 0,74 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 2 564 | 8,46 | 227 | 8,61 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 240 633 | 5,87 | 21 344 | 6,12 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 21 935 | 1,10 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 25 084 | 12,21 | 2 225 | 12,44 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 16 054 | 6,64 | 1 424 | 6,91 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 7 754 | 688 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 32 | 3 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Put | 200 000 | 17 740 | |||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 21 418 | 5,12 | 1 900 | 5,38 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3 705 | 63,36 | 324 | 61,50 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 30 238 | 0,05 | 2 682 | 0,30 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 101 482 | 70,15 | 8 940 | 63,98 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1 515 | 0,13 | 134 | 0,75 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3 516 | 5,81 | 312 | 5,78 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 3 396 | 45,00 | 324 | 56,04 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 34 859 | 4,99 | 3 092 | 5,28 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 2 353 | 0,43 | 227 | 9,18 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 3 466 | 0,20 | 307 | 0,33 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 922 | 1,54 | 82 | 1,25 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 15 007 | 6,12 | 1 331 | 6,39 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1 254 | 111 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 7 629 | 1,77 | 677 | 1,96 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 56 | 5 | ||||||
| 2026-05-14 | 13F | Capula Management Ltd | 2 875 | 255 | ||||||
| 2026-05-11 | 13F | Sava Infond d.o.o. | 1 100 | 98 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 19 235 | 1,28 | 1 706 | 1,55 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 16 186 | 0,24 | 1 436 | 0,49 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 182 200 | 2,55 | 16 161 | 2,80 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 4 606 | 25,74 | 409 | 25,93 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 113 634 | 100,00 | 10 346 | 100,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 41 077 | 10,72 | 3 644 | 11,00 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 61 600 | 4,88 | 5 | 0,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 3 563 | 0,51 | 316 | 0,96 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 7 762 | 4,89 | 688 | 5,20 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 455 462 | 6,09 | 40 399 | 6,34 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 9 733 | 11,49 | 863 | 11,79 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 3 387 | 7,22 | 300 | 7,53 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 42 865 | 17,70 | 3 802 | 18,00 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 8 737 | 12,78 | 775 | 12,99 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15 995 | 1,09 | 1 418 | 1,21 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 17 326 | 2,34 | 1 537 | 2,54 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 4 804 | 0 | ||||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 146 803 | 5,46 | 13 | 8,33 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 97 277 | 17,46 | 8 629 | 17,74 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 4 259 | 39,91 | 378 | 40,15 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 026 | 8,00 | 180 | 7,83 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 53 681 | 13,08 | 4 761 | 13,36 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 3 650 | 126,71 | 324 | 1,25 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 584 | 9,16 | 52 | 8,51 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 32 829 | 20,49 | 2 912 | 20,79 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 45 088 | 17,09 | 3 999 | 17,38 | ||||
| 2026-05-14 | 13F | Prime Buchholz LLC | 22 004 | 8,58 | 1 952 | 8,81 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 181 | 0 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4 337 | 3,58 | 385 | 3,78 | ||||
| 2026-05-18 | 13F | South Dakota Investment Council | 38 780 | 2,05 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 43 494 | 3,00 | 3 858 | 3,24 | ||||
| 2026-04-24 | 13F | Bayban | 3 641 | 0,19 | 323 | 0,31 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 196 543 | 1 865,04 | 17 433 | 1 869,83 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 23 677 | 12,31 | 2 100 | 12,60 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 31 333 | 17,31 | 2 779 | 17,60 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 44 884 | 7,40 | 3 981 | 6,44 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 477 833 | 1,21 | 42 | 2,44 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19 133 | 108,90 | 1 697 | 109,51 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 29 187 | 2,87 | 2 589 | 3,11 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 11 386 | 0,78 | 1 010 | 1,00 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 2 769 | 0,18 | 246 | 0,41 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 45 | 4 400,00 | 4 | |||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1 186 | 1,11 | 105 | 1,94 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 178 898 | 33,35 | 15 925 | 34,15 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 44 489 | 26,65 | 3 946 | 26,96 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 57 672 | 109,94 | 5 | 150,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 691 627 | 0,44 | 61 347 | 0,67 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 6 636 | 0,71 | 589 | 0,86 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 11 629 | 0,28 | 1 032 | 0,49 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 59 726 | 5 298 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 14 459 | 101,13 | 1 283 | 101,57 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 23 663 | 3,12 | 2 099 | 3,35 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 37 306 | 21,68 | 3 309 | 21,97 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 6 309 | 11,68 | 560 | 12,02 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 488 | 43 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 7 798 | 0,19 | 692 | 0,44 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 2 836 | 1,18 | 252 | 1,21 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 50 934 | 0,68 | 4 518 | 0,92 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 0 | 0 | ||||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 23 526 | 16,94 | 2 087 | 17,19 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 83 495 | 7 406 | ||||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 17 225 | 5,06 | 1 528 | 5,31 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 62 | 24,00 | 5 | 25,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3 431 398 | 27,32 | 304 365 | 27,62 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 334 104 | 7,20 | 30 | 7,41 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 63 | 6 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 160 | 2 566,67 | 14 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 66 220 | 2,95 | 5 874 | 3,20 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 5 176 | 3,62 | 461 | 4,31 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 485 471 | 6,85 | 43 061 | 7,11 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 10 539 | 8,39 | 935 | 8,60 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 29 | 3 | ||||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 225 487 | 5 538,58 | 20 001 | 5 565,72 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 71 349 | 0,96 | 6 329 | 1,20 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 6 594 | 0,12 | 585 | 0,34 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 34 311 | 3 043 | ||||||
| 2026-05-18 | 13F | Graney & King, LLC | 792 | 0,25 | 70 | 1,45 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 5 024 | 22,48 | 446 | 22,59 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2 773 | 0,62 | 246 | 0,82 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 23 704 | 1,25 | 2 103 | 1,50 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 99 406 | 747,67 | 8 817 | 750,24 | ||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 5 212 | 0,17 | 462 | 0,43 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 108 858 | 4,27 | 9 656 | 4,51 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 9 122 | 46,09 | 809 | 46,56 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 10 764 | 958 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4 136 | 1,00 | 367 | 1,10 | ||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 2 | 0 | ||||||
| 2026-05-11 | 13F | VeraBank, N.A. | 59 978 | 2,72 | 5 320 | 2,98 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 2 813 | 0,18 | 250 | 0,40 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 44 391 | 0,15 | 3 938 | 0,38 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 39 965 | 3,94 | 3 545 | 4,17 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 16 992 | 52,09 | 1 507 | 52,53 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 222 529 | 10,98 | 19 738 | 11,24 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2 622 | 233 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 18 501 | 17,43 | 1 641 | 17,72 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 42 957 | 2,19 | 3 810 | 2,45 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 2 860 | 11,28 | 254 | 11,45 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 9 508 | 23,11 | 843 | 23,43 | ||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 165 683 | 3,81 | 14 696 | 4,06 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | Put | 125 000 | 312 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 132 | 450,00 | 12 | 450,00 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 18 878 | 10,19 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 114 306 | 183,15 | 10 139 | 183,82 | ||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 52 185 | 1,08 | 4 629 | 1,31 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 5 175 | 2,33 | 458 | -1,08 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 14 570 | 0,07 | 1 292 | 0,31 | ||||
| 2026-05-15 | 13F | Perbak Capital Partners LLP | 97 504 | 8 649 | ||||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 6 376 | 0,13 | 566 | 0,36 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 741 | 0,41 | 66 | 0,00 | ||||
| 2026-04-29 | 13F | Great Hill Capital LLC | 10 134 | 84,25 | 899 | 84,77 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 54 141 | 12,27 | 4 802 | 12,54 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 2 414 | 214 | ||||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 82 284 | 8,94 | 7 | 16,67 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2 983 | 0,44 | 265 | 0,76 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 17 473 | 7,88 | 1 649 | 15,00 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 304 249 | 5,32 | 26 987 | 5,56 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 500 954 | 7,46 | 133 135 | 7,72 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 24 632 | 29,91 | 2 185 | 30,23 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 8 587 | 2,02 | 762 | 2,28 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5 718 | 32,21 | 506 | 27,85 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 20 662 | 4,10 | 1 833 | 4,33 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 12 803 | 2,02 | 1 136 | 2,25 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 320 | 0,95 | 28 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 626 007 | 5,00 | 55 542 | 5,28 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 5 894 | 61,97 | 523 | 62,62 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 3 205 | 6,41 | 284 | 6,77 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 56 910 | 1,42 | 5 048 | 1,65 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 9 814 | 1,55 | 871 | 1,75 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 30 718 | 3,06 | 2 725 | 3,30 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 121 556 | 73 570,30 | 11 | 0,00 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 3 048 | 2,45 | 270 | 2,66 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 15 203 | 1 349 | ||||||
| 2026-06-01 | 13F | Dala Group, LLC | 5 793 | 514 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 97 887 | 9,08 | 8 683 | 9,33 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 4 089 | 2,20 | 363 | 2,55 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 2 837 | 252 | ||||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 34 200 | 7,40 | 3 034 | 7,67 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 122 076 | 3,08 | 10 828 | 3,33 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 9 514 | 28,17 | 844 | 28,51 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 71 225 | 1,11 | 6 318 | 1,35 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 17 966 | 1,79 | 1 594 | 2,05 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 271 | 24 | ||||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 17 088 | 1 516 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 21 943 | 0,21 | 1 946 | 0,46 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 6 281 | 102,22 | 557 | 103,28 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 57 578 | 20,48 | 5 107 | 20,76 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 10 965 | 973 | ||||||
| 2026-05-07 | 13F | Bard Associates Inc | 139 167 | 0,17 | 12 344 | 0,41 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 100 988 | 5,26 | 8 958 | 5,51 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 8 096 | 23,41 | 718 | 23,79 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 139 753 | 5,94 | 12 396 | 6,19 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 11 457 | 364,60 | 1 016 | 366,06 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 175 363 | 0,59 | 15 555 | 0,83 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 3 210 | 0,44 | 285 | 0,71 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 13 397 | 1,07 | 1 250 | 1,05 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 40 636 | 5,29 | 3 604 | 5,53 | ||||
| 2026-05-11 | 13F | Commerce Bank | 161 275 | 2,89 | 14 305 | 3,14 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 16 879 079 | 4,51 | 1 497 174 | 4,76 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 23 068 | 348,62 | 2 046 | 350,66 | ||||
| 2026-04-10 | 13F | Novem Group | 28 165 | 2,56 | 2 498 | 2,80 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 182 621 | 68,24 | 16 198 | 68,64 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 7 351 | 1,79 | 652 | 2,03 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 37 710 | 3 345 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 93 602 | 3 266,98 | 8 302 | 3 274,80 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 88 439 | 19,44 | 7 845 | 19,72 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 94 672 | 2,76 | 8 399 | 3,01 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 192 | 17 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 6 031 | 90,43 | 535 | 90,71 | ||||
| 2026-05-04 | 13F | TrustBank | 2 726 | 242 | ||||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 3 756 | 333 | ||||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 6 539 | 0,43 | 580 | 0,69 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11 907 | 2,87 | 1 056 | 3,13 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 21 345 | 6,20 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 15 684 | 1 391 | ||||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 34 021 | 8,20 | 3 018 | 8,45 | ||||
| 2026-04-22 | 13F | Gold Investment Management Ltd. | 3 410 | 0,74 | 302 | 1,00 | ||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 117 761 | 10 445 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 303 877 | 11,13 | 26 954 | 11,39 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 9 565 | 848 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 106 | 2,41 | 98 | 3,16 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 42 861 | 3,30 | 3 802 | 3,54 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 36 988 | 2,00 | 3 281 | 2,24 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 802 137 | 122,97 | 71 150 | 123,50 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 509 075 | 1,22 | 45 155 | 1,46 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 693 670 | 5,36 | 61 528 | 5,61 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 9 724 | 17,55 | 863 | 17,92 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 942 | 84 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 23 315 | 18,27 | 2 068 | 17,78 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 2 511 | 6,90 | 223 | 7,25 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 20 374 | 735,00 | 1 807 | 740,47 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 590 | 2,97 | 52 | 4,00 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 185 | 16 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 5 322 | 50,30 | 472 | 50,80 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 2 348 | 0,43 | 208 | 0,97 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 12 408 | 3,30 | 1 143 | 7,63 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 93 133 | 3,21 | 8 261 | 3,46 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 36 935 | 6,49 | 3 276 | 6,74 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 18 516 | 2 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 141 261 | 5,82 | 13 | 9,09 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 15 370 | 1 360 | ||||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 8 069 | 1,96 | 716 | 2,14 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 120 199 | 19,91 | 10 662 | 20,19 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 35 618 | 3,90 | 3 394 | 4,69 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 0 | 0 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 2 367 | 0,08 | 210 | 0,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 11 518 | 27,88 | ||||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 3 620 | 3,43 | 321 | 3,88 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2 362 887 | 13,34 | 209 588 | 13,61 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 1 558 678 | 3,48 | 138 255 | 3,73 | ||||
| 2026-05-13 | 13F | Hudson Bay Capital Management LP | 130 000 | 30,00 | 11 531 | 30,31 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 11 239 | 997 | ||||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 18 994 | 1,45 | 1 685 | 1,69 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 4 221 | 52,66 | 374 | 53,28 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 13 040 | 1,91 | 1 157 | 2,12 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 75 841 | 8,75 | 6 727 | 9,03 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 11 440 | 1,14 | 1 015 | 1,10 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 20 983 | 5,29 | 1 947 | 10,32 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 41 358 | 9,20 | 3 668 | 9,46 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 7 459 | 7,18 | 662 | 7,48 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 4 339 | 385 | ||||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 3 734 | 331 | ||||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 4 675 | 415 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 392 | 0,51 | 35 | 0,00 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 3 200 | 4,64 | 302 | 11,85 | ||||
| 2026-05-06 | 13F | Drystone LLC | 81 280 | 0,06 | 7 209 | 0,29 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 2 311 | 0,57 | 205 | 0,49 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 26 002 | 23,48 | 2 | 100,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 7 041 | 10,10 | 681 | 20,35 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 2 951 | 262 | ||||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 8 845 | 9,28 | 785 | 9,50 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 23 956 | 5,45 | 2 125 | 5,67 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 10 538 | 3,12 | 935 | 3,32 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 3 075 | 0,26 | 273 | 0,37 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 2 428 | 0,96 | 215 | 1,42 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 49 614 | 5,46 | 4 401 | 5,69 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 15 484 | 100,00 | 1 371 | 100,15 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 408 541 | 4,49 | 36 238 | 4,74 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 22 777 | 8,07 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 3 513 | 26,28 | 312 | 26,42 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 8 952 | 0,53 | 794 | 0,89 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1 015 | 90 | ||||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 4 910 | 53,92 | 436 | 54,26 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 1 387 610 | 5,11 | 123 081 | 5,36 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 6 018 | 3,51 | 534 | 3,70 | ||||
| 2026-05-14 | 13F | Betterment LLC | 81 141 | 0,19 | 7 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 106 868 | 2,11 | 9 457 | -1,17 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 37 832 | 5,34 | 3 356 | 5,57 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 452 995 | 3,80 | 40 181 | 4,05 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 110 740 | 6,53 | 9 823 | 6,78 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 1 955 | 173 | ||||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 5 319 | 1,47 | 472 | 1,73 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 16 756 | 6,89 | 1 486 | 4,35 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 65 368 | 8,65 | 5 798 | 8,90 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 95 970 | 51,90 | 8 513 | 52,27 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 4 145 | 23,92 | 368 | 24,41 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5 852 | 18,39 | 519 | 18,76 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 16 851 | 7,63 | 1 495 | 7,87 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 2 261 | 201 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 14 037 | 0,57 | 1 245 | 0,81 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 3 | 0 | ||||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 399 | 320,00 | 35 | 337,50 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 5 061 | 0,14 | 449 | 0,22 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 078 | 20,74 | 184 | 21,05 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 226 342 | 5,12 | 20 077 | 5,37 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 2 257 | 200 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 416 776 | 2,83 | 36 968 | 3,39 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 344 | 31 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 10 667 | 2,69 | 946 | 2,94 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 16 656 | 1,22 | 1 477 | 1,44 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 2 941 | 0,96 | 261 | 1,17 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 18 032 | 1,93 | 1 599 | -4,71 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 748 | 51,07 | 245 | 52,50 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 16 519 | 1,28 | 1 465 | 1,52 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 154 411 | 30,00 | 191 096 | 30,31 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 19 024 | 1,14 | 1 687 | 1,38 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 289 964 | 11,80 | 25 720 | 12,07 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2 120 019 | 6,74 | 188 024 | 6,98 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1 022 472 | 31,13 | 90 693 | 31,44 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 20 468 | 0,00 | 1 816 | 0,22 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 16 882 | 6,92 | 1 497 | 7,16 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 4 877 | 98,01 | 433 | 99,08 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 6 090 | 2,37 | 540 | 2,66 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 3 536 | 1,09 | 314 | 1,29 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 99 248 | 6,22 | 8 803 | 6,48 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 39 885 | 4,60 | 3 856 | 14,29 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4 025 | 3,13 | 357 | 3,48 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 31 730 | 21,19 | 2 814 | 21,50 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 17 111 | 0,29 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 32 504 | 0,02 | 2 883 | 0,28 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 12 015 | 19,52 | 1 132 | 27,33 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 185 254 | 5,62 | 16 432 | 5,88 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 11 606 | 1,58 | 1 126 | 6,83 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 2 914 | 0,10 | 258 | 0,39 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 100 | 9 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 74 783 | 7,22 | 6 633 | 7,49 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 3 556 | 315 | ||||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 56 489 | 15,68 | 4 915 | 13,02 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 2 338 | 2,54 | 207 | 2,99 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 89 308 | 24,55 | 7 922 | 24,84 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 52 089 | 5,80 | 4 620 | 6,06 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 37 198 | 8,98 | 3 299 | 9,24 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 9 466 | 0,48 | 840 | 0,60 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 17 482 | 6,68 | 1 551 | 6,90 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 50 630 | 3,88 | 4 491 | 4,13 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5 647 | 11,91 | 501 | 12,11 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 491 | 139,51 | 44 | 138,89 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 27 318 | 21,28 | 2 417 | 17,39 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 197 319 | 2,52 | 17 502 | 2,77 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 17 118 | 7,38 | 1 518 | 7,66 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 24 064 | 0,18 | 2 134 | 0,42 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 2 265 | 0,62 | 201 | 0,50 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 162 | 0,62 | 14 | 0,00 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 6 931 | 8,38 | 615 | 8,67 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 48 353 | 4 223 | ||||||
| 2026-04-29 | 13F | Navalign, LLC | 151 588 | 14,13 | 13 446 | 14,40 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 152 650 | 0,14 | 13 540 | 0,38 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 4 611 | 6,49 | 409 | 6,53 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 13 624 | 4,69 | 1 208 | 4,95 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 7 111 | 7,60 | 633 | 8,39 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 68 853 | 11,04 | 6 107 | 11,30 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3 216 | 285 | ||||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 65 755 | 5 832 | ||||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 63 655 | 2,68 | 5 646 | 2,94 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 412 638 | 28,83 | 36 601 | 29,13 | ||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 53 492 | 0,45 | 4 745 | 0,68 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 21 808 | 268,07 | 1 968 | 253,78 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 11 868 | 1 053 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 45 229 | 16,64 | 4 012 | 16,90 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 6 871 | 11,87 | 609 | 12,15 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 165 548 | 3,73 | 14 684 | 3,98 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 24 703 | 16,44 | 2 192 | 16,73 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 6 563 | 154,58 | 582 | 155,26 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 12 743 | 19,61 | 1 130 | 19,96 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 114 788 | 10 182 | ||||||
| 2026-04-21 | 13F | SWS Partners | 2 760 | 0,22 | 245 | 0,41 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 3 120 | 3,83 | 277 | 4,15 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 383 726 | 16,69 | 33 957 | 12,96 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 150 | 13 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 459 | 41 | ||||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 1 448 406 | 3,37 | 128 474 | 3,62 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 19 584 | 18,05 | 1 736 | 18,34 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 36 692 | 1,95 | 3 255 | 2,20 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 66 106 | 31,04 | 5 864 | 31,34 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 322 411 | 24,31 | 28 530 | 20,33 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 31 178 | 75,82 | 2 765 | 76,23 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 233 851 | 19,48 | 20 743 | 19,76 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 19 425 | 8,92 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 229 | 20 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 6 508 | 577 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 2 773 | 0,33 | 246 | 0,82 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 12 966 | 15,06 | 1 150 | 15,35 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 375 869 | 0,62 | 33 340 | 0,86 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 5 | 25,00 | 0 | |||||
| 2026-05-15 | 13F | Clifford Group, LLC | 9 143 | 6,84 | 811 | 7,13 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 2 565 | 228 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 155 424 | 6,87 | 13 786 | 114 783,33 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 35 694 | 0,60 | 3 166 | 0,86 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 3 053 | 0,03 | 271 | 0,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 15 085 | 0,57 | 1 338 | 0,83 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 135 786 | 14,42 | 12 044 | 14,69 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 35 842 | 9,99 | 3 | 50,00 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 82 390 | 5,43 | 7 308 | 5,70 | ||||
| 2026-04-30 | 13F | Conning Inc. | 47 789 | 4,74 | 4 239 | 4,98 | ||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 13 655 | 12,67 | 1 211 | 12,97 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 77 937 | 14,25 | 6 913 | 14,53 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 13 215 | 3,08 | 1 172 | 3,35 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 195 683 | 2,52 | 17 357 | 1,93 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 14 | 4 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 127 103 | 3,63 | 11 274 | 3,88 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 417 129 | 54,11 | 36 999 | 54,48 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 34 199 | 1,85 | 3 033 | 2,09 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 7 991 | 5,12 | 709 | 5,36 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 6 155 | 0,41 | 546 | 0,55 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 27 743 | 34,52 | 2 | 100,00 | ||||
| 2026-05-04 | 13F | Nwam Llc | 128 627 | 2,01 | 11 409 | 1,63 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 53 438 | 12,25 | 4 740 | 12,51 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 378 | 15,95 | 34 | 17,86 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3 450 | 2 953,10 | 306 | 3 300,00 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 4 583 | 0,42 | 407 | 0,74 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1 151 | 102 | ||||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 140 723 | 5,87 | 9 963 | 8,02 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 158 129 | 6,85 | 14 026 | 7,11 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 88 250 | 8,96 | 7 828 | 9,21 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 177 240 | 302,51 | 15 721 | 300,23 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 4 710 | 54,22 | 418 | 54,44 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 39 621 | 2,93 | 3 514 | 3,17 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 2 847 | 0,35 | 253 | 0,40 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 583 | 52 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 61 033 | 3,10 | 5 414 | 0,20 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 182 211 | 31,84 | 16 162 | 32,15 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 37 875 | 0,07 | 3 360 | 0,30 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 50 189 | 4,19 | 4 452 | 4,43 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 300 | 34,53 | 27 | 36,84 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 13 185 | 2,60 | 1 170 | 2,81 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 19 850 | 5,30 | 1 761 | 5,52 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 72 163 | 8,77 | 6 401 | 9,03 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 25 377 | 9,65 | 2 251 | 9,86 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 6 087 | 2,17 | 540 | 2,28 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 32 962 | 2,51 | 2 924 | 2,74 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 177 707 | 0,26 | 15 763 | 0,50 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 9 168 | 0,04 | 813 | 0,37 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 2 291 | 44,27 | 203 | 45,00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 486 852 | 0,97 | 43 184 | 1,20 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 269 715 | 3,62 | 23 924 | 3,86 | ||||
| 2026-05-07 | 13F | Saratoga Research & Investment Management | 5 414 | 480 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 24 861 | 9,62 | 2 205 | 9,92 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 6 166 | 0,11 | 547 | 0,18 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 35 421 | 66,31 | 3 142 | 66,72 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 2 625 | 1,08 | 233 | 1,31 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 65 100 | 3,53 | 5 774 | 3,77 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 6 756 | 1,61 | 599 | 1,87 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 14 645 | 17,47 | 1 299 | 17,77 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 21 861 | 80,76 | 1 939 | 81,21 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 101 501 | 1,41 | 9 003 | 1,66 | ||||
| 2026-05-11 | 13F | Richmond Brothers, Inc. | 69 588 | 94,15 | 6 172 | 94,64 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 860 | 75 | ||||||
| 2026-05-08 | 13F | Dockside LLC | Put | 10 076 | 894 | |||||
| 2026-04-20 | 13F | Vanderbilt University | 865 645 | 1,08 | 76 783 | 1,32 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 157 522 | 1,15 | 13 969 | 1,36 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 303 513 | 2,14 | 26 922 | 2,38 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 36 980 | 127,40 | 3 280 | 127,94 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 3 225 | 0,06 | 286 | 0,35 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 2 731 | 0,81 | 242 | 1,26 | ||||
| 2026-05-15 | 13F | Obsido Oy | 33 767 | 7,10 | 2 995 | 7,35 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 40 542 | 7,27 | 3 596 | 7,54 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 138 369 | 89,07 | 12 273 | 89,54 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 4 119 | 11,75 | 365 | 11,96 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 31 916 | 1,87 | 2 831 | 2,09 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 8 662 | 5,22 | 768 | 5,49 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 4 230 | 51,34 | 375 | 51,82 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 58 246 | 1,49 | 5 166 | 1,73 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 5 202 | 4,52 | 461 | 4,54 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 590 300 | 77,32 | 52 360 | 77,74 | |||
| 2026-04-10 | 13F | Matrix Trust Co | 43 589 | 0,46 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 248 | 1,64 | 22 | 0,00 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 8 782 | 0,94 | 779 | -1,52 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 544 563 | 10,28 | 48 303 | 10,54 | ||||
| 2026-05-15 | 13F | Fmr Llc | 264 959 | 1,49 | 23 502 | 1,73 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 12 867 | 5,20 | 1 141 | 5,45 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 7 985 | 0,59 | 708 | 0,85 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 8 607 | 767 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 6 065 | 3,53 | 538 | 3,67 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 383 | 13,65 | 34 | 10,00 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 9 766 | 54,26 | 866 | 54,64 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 38 536 | 224,38 | 3 418 | 225,21 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 29 545 | 15,06 | 2 621 | 15,32 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 2 855 | 0,67 | 254 | 0,80 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2 394 | 212 | ||||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1 741 408 | 4,71 | 154 463 | 4,95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 568 908 | 1,30 | 139 162 | 1,54 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 291 | 1,04 | 26 | 0,00 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1 097 | 97 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 71 310 | 0,60 | 6 325 | 0,85 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 584 295 | 1,86 | 51 827 | 2,10 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 21 357 | 170,89 | 2 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 11 899 | 7,08 | 1 055 | 7,32 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 52 990 | 4,36 | 4 700 | 4,61 | ||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 126 476 | 7,59 | 11 218 | 7,84 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 54 006 | 2,65 | 4 790 | 2,90 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 4 255 | 46,57 | 377 | 47,27 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 0 | 0 | ||||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 16 184 | 0,78 | 1 436 | 0,99 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 4 325 | 3,77 | 384 | 4,08 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 2 023 | 150,99 | 179 | 152,11 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 14 456 | 9,72 | 1 282 | 10,04 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 26 446 | 2,81 | 2 310 | 1,45 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 7 157 | 0,27 | 635 | 0,48 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4 625 | 410 | ||||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 21 239 | 0,38 | 1 884 | 0,59 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 24 061 | 2 134 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 4 324 | 18,66 | 391 | 21,12 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 10 300 | 11,48 | 914 | 11,75 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 6 | 1 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 238 042 | 2,23 | 21 114 | 2,48 | ||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 234 294 | 14,29 | 20 782 | 14,56 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 2 487 | 2,14 | 221 | 2,33 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 137 161 | 3,58 | 12 753 | 8,83 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 677 694 | 11,60 | 148 811 | 11,87 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 79 351 | 2,29 | 7 | 16,67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 80 729 | 25,86 | 7 161 | 26,15 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1 125 | 163 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 277 005 | 3,16 | 201 970 | 3,41 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 248 732 | 1,95 | 22 062 | 2,20 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 40 073 | 1,21 | 3 554 | 1,46 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 255 079 | 3,07 | 22 625 | 3,32 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 622 778 | 6,37 | 55 257 | 6,61 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 39 604 | 17,56 | 3 648 | 22,38 |
