Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Index Funds - Vanguard Mid-Cap Value ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, TRB Wealth Management, LLC, Ridgepath Capital Management LLC, Spartan Wealth Advisory Services LLC, Park National Corp /oh/, Evergreen Wealth Solutions, LLC, Gateway Wealth Partners, LLC, Veratis Advisors, Inc., Vanguard Advisers Inc, Baer Investment Advisory LLC, Bristlecone Value Partners, LLC, Junk Investment Group, LLC, Kapstone Financial Advisors LLC, Napier Financial, LLC, LightSquare Wealth Management, LLC, Calamos Advisors LLC, Vanguard National Trust Co, Linscomb & Williams, Inc., Canandaigua National Corp, i Cerity Partners Retirement Plan Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 4 473 | 824 | ||||||
| 2026-04-30 | 13F | North Capital, Inc. | 2 241 | 0,54 | 413 | 4,30 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 93 | 0 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 26 393 | 5,11 | 4 864 | 9,21 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 725 | 129 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1 236 | 228 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 23 882 | 26,94 | 4 401 | 31,92 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 21 993 | 7,91 | 4 053 | 12,12 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 5 812 | 1,04 | 1 119 | 4,78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 33 469 | 0,65 | 6 168 | 4,56 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 3 559 | 0,39 | 656 | 4,30 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1 376 | 103,55 | 254 | 112,61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 4 900 | 903 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 5 460 | 175,76 | 1 006 | 186,61 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 9 566 | 0,46 | 1 763 | 4,38 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 30 510 | 1,76 | 5 634 | 5,92 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2 380 | 1,28 | 439 | 5,29 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2 536 | 17,63 | 467 | 34,20 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 3 959 | 20,81 | 730 | 25,47 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 16 903 | 10 269,94 | 3 115 | 11 021,43 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 72 730 | 1,32 | 13 403 | 5,27 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 33 888 | 5,25 | 6 245 | 9,33 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 56 897 | 10 485 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 17 | 3 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 78 918 | 13,99 | 14 543 | 18,44 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 8 060 | 0,55 | 1 485 | 4,50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19 132 | 71,65 | 3 393 | 74,45 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 758 402 | 0,17 | 876 879 | 4,07 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 35 914 | 0,02 | 6 618 | 3,91 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 6 615 | 6,03 | 1 219 | 10,22 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 626 649 | 299 759 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 16 765 | 0,57 | 3 089 | 4,50 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 32 023 | 9,55 | 5 901 | 13,83 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 2 100 | 3,65 | 387 | 7,52 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1 843 | 2,62 | 340 | 6,60 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 7 122 | 1,12 | 1 312 | 5,98 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 13 | 2 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 668 | 123 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 33 345 | 14,67 | 6 145 | 19,14 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 87 316 | 2,26 | 16 091 | 6,25 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 12 798 | 11,94 | 2 358 | 16,33 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 28 262 | 4,48 | 5 208 | 8,55 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 6 248 | 7,11 | 1 151 | 11,32 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 109 447 | 3,90 | 20 | 11,11 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 7 601 | 15,67 | 1 401 | 20,17 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 1 969 | 10,62 | 363 | 14,92 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 49 603 | 16,17 | 9 141 | 20,69 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 9 910 | 3,38 | 1 758 | 5,02 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9 552 | 0,51 | 1 760 | 4,45 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 2 621 | 483 | ||||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 7 449 | 0,05 | 1 373 | 3,94 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 1 885 | 45,56 | 347 | 51,53 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 492 | 5,58 | 91 | 9,76 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4 888 | 0,21 | 901 | 4,05 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 4 697 | 866 | ||||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 3 481 | 0,49 | 642 | 4,40 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 67 434 | 3,60 | 12 427 | 7,63 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 3 341 | 182,66 | 616 | 194,26 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 2 100 | 387 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 58 424 | 0,45 | 10 766 | 4,36 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 17 | 3 | ||||||
| 2026-04-21 | 13F | Maseco Llp | 1 970 | 0,05 | 363 | 3,72 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 99 296 | 1,74 | 18 298 | 5,70 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 5 605 | 3,28 | 1 033 | 7,28 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2 280 | 25,69 | 420 | 30,84 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 1 617 | 1,32 | 298 | 5,30 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 18 818 | 1,58 | 3 468 | 5,54 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2 522 | 17,19 | 465 | 16,58 | ||||
| 2026-05-15 | 13F | East Coast Asset Management, LLC. | 7 902 | 0,03 | 1 456 | 3,93 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 195 010 | 15,58 | 35 936 | 20,08 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 3 753 | 0,56 | 692 | 4,38 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 18 961 | 0,31 | 3 494 | 4,24 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 44 432 | 1,90 | 8 188 | 5,87 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 24 508 | 1,36 | 4 516 | 5,32 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 257 | 1 068,18 | 47 | 1 466,67 | ||||
| 2026-05-13 | 13F | Kennedy Capital Management, Inc. | 7 198 | 305,06 | 1 327 | 320,95 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 48 766 | 43,46 | 8 987 | 49,05 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 465 381 | 5,25 | 270 040 | 9,36 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 14 159 | 20,47 | 2 609 | 25,19 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 1 693 | 0,53 | 312 | 4,70 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1 831 | 337 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 2 887 | 24,39 | 532 | 29,44 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 44 373 | 64,44 | 8 177 | 70,85 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 7 071 | 58,90 | 1 303 | 65,15 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 33 245 | 0,98 | 5 897 | 2,59 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 63 907 | 116,01 | 11 788 | 124,66 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 4 826 | 889 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 15 583 | 47,50 | 2 872 | 53,28 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 7 082 | 1 305 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 66 876 | 0,54 | 12 | 9,09 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 43 658 | 0,88 | 8 045 | 4,81 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 10 612 | 3,77 | 2 058 | 13,46 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1 327 | 245 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 494 | 0,20 | 460 | 4,08 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5 891 | 0,26 | 1 086 | 4,13 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6 187 | 1,33 | 1 140 | 5,36 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 2 286 | 6,82 | 421 | 11,08 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 1 949 | 0,52 | 359 | 4,66 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 1 217 | 234 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 23 362 | 1,73 | 4 305 | 5,70 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 54 616 | 437,45 | 10 065 | 458,49 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 16 811 | 3,39 | 3 098 | 7,39 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 179 038 | 1,78 | 32 993 | 5,75 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 1 687 | 327 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 19 121 | 4,03 | 3 524 | 8,07 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 88 024 | 0,56 | 16 254 | 4,69 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 21 282 | 3 922 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4 412 | 813 | ||||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 21 945 | 85,60 | 4 044 | 92,80 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 8 668 | 1,49 | 1 597 | 5,48 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 6 060 | 1,68 | 1 117 | 5,58 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 36 751 | 6,26 | 6 772 | 10,40 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 1 106 | 204 | ||||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 1 675 | 39,24 | 309 | 44,60 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 886 | 163 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4 150 | 60,60 | 765 | 66,81 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 36 982 | 37,31 | 6 815 | 42,66 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 1 405 | 1,52 | 259 | 5,31 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5 555 | 45,65 | 1 024 | 51,33 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 83 170 | 1,88 | 15 327 | 5,85 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15 730 | 14,86 | 2 899 | 19,31 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 82 | 17,14 | 15 | 25,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2 557 | 1,75 | 471 | 5,84 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3 286 | 0,43 | 606 | 4,31 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 12 315 | 6,28 | 2 269 | 10,41 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 1 312 | 219,22 | 242 | 234,72 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 127 612 | 0,66 | 24 | 4,55 | ||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 9 275 | 0,01 | 1 709 | 3,95 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 9 326 | 396,59 | 1 719 | 415,92 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 135 522 | 0,58 | 24 974 | 4,50 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 1 898 | 0,42 | 350 | 4,18 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 9 387 | 2,84 | 1 800 | 3,15 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 827 | 36,65 | 337 | 41,77 | ||||
| 2026-05-11 | 13F | Commerce Bank | 62 157 | 14,02 | 11 454 | 18,46 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 1 505 | 11,98 | 277 | 16,39 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 22 183 | 2,59 | 4 088 | 6,57 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3 727 | 22,00 | 687 | 26,80 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2 371 | 8,02 | 437 | 12,08 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 18 616 | 2,01 | 3 | 0,00 | ||||
| 2026-05-01 | 13F | American Trust | 6 499 | 2,07 | 1 198 | 6,02 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 081 | 0,56 | 199 | 4,74 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 11 387 | 2 185 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 164 240 | 11,69 | 30 266 | 16,05 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6 118 | 24,43 | 1 127 | 29,24 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 15 866 | 5,28 | 2 926 | 9,38 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 134 | 2,12 | 762 | 5,99 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 123 | 0,82 | 23 | 4,76 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 105 266 | 20,58 | 19 398 | 25,28 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 1 926 | 0,57 | 355 | 4,42 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1 258 | 232 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 9 123 | 3,54 | 1 681 | 4,09 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 103 675 | 0,93 | 19 105 | 4,86 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 3 075 | 3,54 | 568 | 7,79 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13 977 | 5,94 | 2 576 | 10,04 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 10 669 | 22,65 | 1 966 | 27,50 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 50 | 9 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 41 197 | 7 592 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14 771 | 197,62 | 2 722 | 209,32 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 8 019 | 1 478 | ||||||
| 2026-05-13 | 13F | Protective Life Corp | 3 | 1 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 299 602 | 0,67 | 57 134 | 3,62 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 159 181 | 21,71 | 29 334 | 26,45 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 5 949 | 7,87 | 1 096 | 12,07 | ||||
| 2026-05-14 | 13F/A | Empirical Finance, LLC | 13 181 | 2 429 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 63 354 | 2,66 | 11 675 | 6,66 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 1 701 | 313 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 15 900 | 14,39 | 2 930 | 18,86 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 4 039 | 0,90 | 744 | 4,79 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4 326 | 797 | ||||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 2 847 | 0,49 | 525 | 4,38 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 61 840 | 650,49 | 11 396 | 679,95 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1 878 | 2,01 | 346 | 6,13 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 17 513 | 0,40 | 3 227 | 4,33 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 7 477 | 7,52 | 1 378 | 11,68 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 54 916 | 0,00 | 10 120 | 3,89 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 7 810 | 80,83 | 1 439 | 87,86 | ||||
| 2026-05-07 | 13F | Ridgepath Capital Management LLC | 53 273 | 9 817 | ||||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 54 009 | 44,63 | 9 953 | 50,26 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 23 149 | 0,06 | 4 266 | 3,95 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 24 837 | 3,54 | 4 577 | 7,57 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 52 670 | 17,34 | 9 706 | 21,92 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 13 183 | 95,04 | 2 429 | 118,63 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11 097 | 4,96 | 2 045 | 1,19 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 3 016 | 0,03 | 556 | 3,93 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 39 456 | 8,49 | 6 998 | 10,22 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 132 | 24 | ||||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 1 091 | 201 | ||||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 127 800 | 0,82 | 23 551 | 4,75 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 89 943 | 3,27 | 17 266 | 7,34 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 7 809 | 1,07 | 1 439 | 5,04 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2 968 | 7,77 | 547 | 11,89 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 14 008 | 19,86 | 2 580 | 24,41 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 2 767 | 10,06 | 510 | 14,38 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 5 841 | 22,43 | 1 076 | 27,19 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 5 123 | 0,81 | 946 | 4,88 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3 570 | 7,95 | 658 | 12,12 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3 772 | 1,45 | 695 | 5,46 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3 938 | 9,54 | 726 | 13,81 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 16 051 | 0,15 | 2 958 | 4,05 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 670 | 6,36 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 1 513 | 0,07 | 279 | 3,73 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 11 924 | 2 197 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 424 294 | 1,48 | 78 189 | 5,43 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 10 950 | 0,87 | 2 018 | 4,78 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 3 213 | 0,41 | 593 | 4,59 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 11 434 | 0,59 | 2 107 | 4,51 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 3 315 | 23,93 | 611 | 28,69 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 2 927 | 2,77 | 541 | 6,92 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 34 087 | 12,42 | 6 282 | 16,81 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 2 045 | 5,03 | 377 | 8,99 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 4 808 | 0,04 | 886 | -2,53 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 304 | 56 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 2 164 | 0,98 | 399 | 4,74 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 15 597 | 0,46 | 2 874 | 4,40 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 505 528 | 2,99 | 93 177 | 7,01 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 21 162 | 1,53 | 3 900 | 5,46 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 5 088 | 3,82 | 938 | 7,83 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 27 494 | 74,12 | 5 067 | 80,96 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 12 342 | 9,87 | 2 274 | 14,16 | ||||
| 2026-04-21 | 13F | Creekside Partners | 4 027 | 0,15 | 742 | 4,07 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 63 297 | 0,29 | 11 664 | 4,20 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 23 318 | 0,11 | 4 297 | 4,02 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 3 459 | 0,06 | 637 | 3,92 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 663 | 118 | ||||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 13 260 | 26,73 | 2 444 | 31,70 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 4 125 | 5,77 | 760 | 9,99 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8 674 | 0,07 | 1 598 | 3,97 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 92 531 | 1,61 | 17 052 | 5,57 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 1 | 0 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1 644 | 0,43 | 303 | 4,48 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 12 132 | 1,07 | 2 236 | 4,98 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3 724 | 30,80 | 686 | 30,17 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 1 111 | 205 | ||||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 3 086 | 58,42 | 569 | 64,64 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 5 470 | 1 008 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 8 575 | 76,66 | 1 521 | 79,46 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 30 101 | 0,25 | 5 547 | 4,17 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 28 549 | 1,92 | 5 261 | 5,90 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 21 901 | 4 036 | ||||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 110 890 | 0,24 | 20 435 | 4,14 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 77 | 2,67 | 14 | 7,69 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 945 | 168 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 569 | 3,83 | 105 | 7,22 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 63 399 | 60,21 | 11 683 | 66,47 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 123 389 | 0,16 | 22 729 | 4,03 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 227 | 0,44 | 42 | 2,50 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 50 825 | 62,27 | 9 366 | 68,60 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 66 | 12 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 3 547 | 18,23 | 654 | 22,74 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 7 769 | 1 432 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1 090 118 | 6,57 | 200 887 | 10,72 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 18 768 | 2,37 | 3 459 | 6,37 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 39 962 | 137,25 | 7 364 | 146,53 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 38 635 | 6,73 | 7 120 | 10,89 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 443 | 21,10 | 634 | 25,79 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 18 868 | 2,50 | 3 477 | 2,21 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 2 470 | 0,12 | 455 | 4,12 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 2 609 | 0,54 | 481 | 4,35 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 8 600 | 2,58 | 1 585 | 6,52 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 5 963 | 35,00 | 1 099 | 40,23 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 045 730 | 6,78 | 192 707 | 10,94 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 9 627 | 5,79 | 1 774 | 9,91 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2 247 | 0,54 | 414 | 4,55 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 1 221 139 | 10,61 | 225 031 | 14,92 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 48 666 | 8 968 | ||||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 10 801 | 0,98 | 1 990 | 4,90 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 1 098 | 202 | ||||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 1 462 | 0,48 | 269 | 4,26 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 68 837 | 3,85 | 12 685 | 7,89 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 1 642 | 1,67 | 303 | 5,59 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 40 060 | 2,45 | 7 382 | 6,45 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 177 550 | 26,67 | 32 719 | 31,61 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 6 623 | 27,34 | 1 220 | 32,32 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 2 900 | 1,36 | 534 | 5,33 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 7 832 | 0,27 | 1 443 | 4,19 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1 117 | 206 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 391 | 24,52 | 72 | 157,14 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 2 876 | 76,44 | 530 | 83,39 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 44 019 | 60,42 | 8 112 | 66,69 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 1 713 | 304 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6 590 | 10,66 | 1 214 | 14,96 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 3 214 | 0,12 | 592 | 4,04 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 176 | 0,57 | 32 | 3,23 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2 143 | 0,19 | 395 | -0,51 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 899 090 | 6,12 | 165 684 | 10,26 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 5 958 | 59,01 | 1 098 | 65,21 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 104 091 | 0,22 | 19 182 | 4,12 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 6 447 | 17,37 | 1 188 | 21,97 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4 140 038 | 5,99 | 762 926 | 10,12 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 57 682 | 0,57 | 10 630 | 4,49 | ||||
| 2026-01-29 | 13F | Comerica Bank | 55 450 | 0,87 | 9 835 | 2,48 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 5 380 | 88,51 | 991 | 95,85 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 46 253 | 2,44 | 8 524 | 6,43 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 57 117 | 2,08 | 10 799 | 8,82 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 32 963 | 11,75 | 6 074 | 16,09 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1 925 | 355 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2 644 | 1,15 | 487 | 5,18 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 3 036 | 17,99 | 559 | 22,59 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 6 239 | 209,17 | 1 150 | 221,85 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 25 561 | 57,89 | 4 710 | 64,05 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 146 890 | 0,82 | 27 069 | 4,74 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2 950 | 566 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 2 994 | 8,24 | 552 | 12,45 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 80 372 | 0,28 | 14 811 | 4,18 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 193 521 | 550,49 | 34 325 | 560,97 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 1 437 | 25,94 | 265 | 30,69 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 2 230 | 10,07 | 411 | 13,26 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 6 418 | 4,04 | 1 183 | 8,04 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 3 338 | 1,00 | 615 | 4,95 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 14 424 | 3,35 | 2 658 | 7,39 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 5 470 | 1,03 | 1 065 | 10,94 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 71 072 | 7,48 | 13 097 | 11,67 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1 631 | 0,06 | 301 | 4,15 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1 114 | 0,18 | 198 | 2,07 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 5 130 | 5,25 | 945 | 9,38 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 6 290 | 0,35 | 1 159 | 4,32 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 8 308 | 15,32 | 1 531 | 19,81 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 89 711 | 0,28 | 16 532 | 4,19 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 2 813 | 1,66 | 518 | 5,71 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 11 686 | 17,58 | 2 154 | 22,19 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 34 881 | 49,04 | 6 428 | 54,83 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 147 982 | 53,02 | 27 270 | 58,99 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 23 154 | 4 267 | ||||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 2 348 | 428 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 44 | 8 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 4 071 | 750 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 602 | 111 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10 697 | 13,88 | 1 971 | 18,38 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 18 796 | 5,99 | 3 464 | 10,11 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 2 167 | 9,72 | 399 | 14,00 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 173 | 32 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 13 675 | 15,62 | 2 520 | 20,17 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 17 744 | 2,20 | 3 270 | 6,17 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 947 | 78,68 | 175 | 85,11 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 2 076 | 4,85 | 383 | 8,83 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 8 727 | 7,49 | 1 608 | 11,67 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 2 339 | 431 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 7 187 | 11,37 | 1 324 | 15,73 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1 555 | 0,45 | 287 | 4,38 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 552 | 102 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 9 869 | 1 819 | ||||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 6 807 | 1,34 | 1 254 | 5,29 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 3 464 | 2,15 | 638 | 6,16 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1 121 | 207 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 15 950 | 108,88 | 3 | 100,00 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 630 | 392,19 | 116 | 427,27 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 5 831 | 6,06 | 1 034 | 6,05 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 6 995 | 32,51 | 1 289 | 37,71 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 353 | 292,22 | 65 | 333,33 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 19 896 | 3 667 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 235 927 | 184,89 | 43 477 | 196,00 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2 446 | 13,93 | 0 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3 549 | 7,29 | 654 | 11,60 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1 326 | 0,08 | 244 | 3,83 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 21 454 | 4,39 | 3 953 | 8,45 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 3 750 | 0,46 | 1 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 2 588 | 0,31 | 477 | 4,16 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1 102 | 203 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 4 178 | 0,53 | 770 | 4,34 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 50 114 | 2,81 | 9 235 | 6,81 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 1 313 | 242 | ||||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 22 527 | 0,04 | 4 151 | 3,93 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 54 | 10 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9 831 | 0,32 | 1 744 | 1,87 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 12 816 | 5,78 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 894 | 0,11 | 165 | 3,80 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 306 169 | 1,89 | 56 421 | 5,86 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 134 | 25 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 1 995 | 0,10 | 368 | 3,97 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 85 754 | 1,79 | 15 803 | 5,76 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 207 | 1,97 | 38 | 5,56 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 283 898 | 6,55 | 48 841 | 3,34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2 330 | 59,59 | 429 | 66,28 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 8 482 | 2,17 | 1 563 | 6,18 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2 819 | 10,77 | 519 | 15,08 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 386 | 0,52 | 71 | 4,41 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 53 709 | 7,83 | 9 897 | 12,03 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 269 | 50 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 6 170 | 69,09 | 1 137 | 75,73 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 20 130 | 20,03 | 3 710 | 24,71 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 30 364 | 83,72 | 5 595 | 90,89 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 545 | 0,18 | 100 | 4,17 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 120 022 | 23,98 | 22 135 | 28,82 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 1 249 | 230 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 8 936 | 0,06 | 1 647 | 3,91 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 602 | 9,26 | 111 | 13,40 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 274 908 | 705,61 | 50 436 | 746,67 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 27 867 | 3,91 | 5 135 | 7,97 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 353 982 | 1,93 | 65 232 | 5,90 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1 201 | 221 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 1 154 | 213 | ||||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 371 | 0,27 | 68 | 4,62 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 440 | 265 | ||||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 3 029 | 1,37 | 558 | 5,28 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 2 895 | 533 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 184 379 | 1,42 | 29 595 | 5,59 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 71 606 | 14,76 | 13 196 | 19,23 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 10 622 | 0,60 | 1 957 | 4,54 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 133 089 | 19,26 | 570 843 | 22,51 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 567 194 | 1,44 | 104 522 | 5,40 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 21 256 | 105,55 | 3 917 | 113,58 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 28 449 | 5,70 | 5 243 | 9,83 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 33 | 6 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 5 595 | 0,90 | 1 031 | 4,78 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8 277 | 181,82 | 1 525 | 193,27 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3 439 | 14,86 | 634 | 19,21 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 166 | 0,61 | 31 | 3,45 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 3 620 | 8,16 | 642 | 18,67 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3 556 | 3,70 | 655 | 7,73 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2 704 | 2,31 | 498 | 6,41 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 9 817 | 18,62 | 1 809 | 23,31 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 73 195 | 72,33 | 13 488 | 79,05 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 66 493 | 10,39 | 12 253 | 14,69 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2 243 | 9,63 | 411 | 15,45 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1 565 | 18,56 | 288 | 23,08 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 27 772 | 24,30 | 5 118 | 29,12 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12 316 | 14,68 | 2 272 | 19,14 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1 964 | 23,21 | 362 | 28,37 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 127 | 23 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 351 | 0,29 | 65 | 3,23 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 31 | 0 | ||||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 1 342 | 0,15 | 247 | 4,22 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 28 848 | 0,40 | 5 316 | 4,32 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 9 056 | 1,71 | 1 669 | 5,64 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 105 024 | 0,55 | 19 911 | 7,48 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 1 258 | 232 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 10 416 | 1 920 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 69 713 | 2,19 | 12 847 | 6,17 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 12 002 | 0,51 | 2 212 | 4,39 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 33 568 | 3,55 | 6 186 | 7,58 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 49 290 | 1,57 | 9 083 | 5,53 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 1 994 | 9,26 | 368 | 13,62 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 1 703 | 314 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 383 976 | 0,41 | 69 676 | 2,73 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 26 185 | 8,44 | 4 825 | 11,74 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 1 204 | 222 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 7 008 | 11,13 | 1 291 | 129 000,00 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6 770 | 0,83 | 1 248 | 4,79 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 28 726 | 0,25 | 5 294 | 4,15 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4 898 | 1,58 | 903 | 5,50 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 49 413 | 2,48 | 9 106 | 6,47 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 2 610 | 0,35 | 481 | 4,12 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 966 | 178 | ||||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 181 234 | 1,34 | 33 398 | 5,29 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8 850 | 1,41 | 1 570 | 2,48 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 82 300 | 14,05 | 15 166 | 18,49 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 1 992 | 367 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1 484 | 273 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 506 | 91,67 | 93 | 102,17 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 1 227 | 226 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 2 274 | 4,55 | 419 | 3,97 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 141 417 | 12,39 | 26 067 | 16,85 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 3 659 | 674 | ||||||
| 2026-04-13 | 13F | Trust Co | 260 990 | 0,73 | 48 095 | 4,65 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 1 399 | 2,19 | 258 | 6,20 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1 648 | 16,71 | 304 | 21,20 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 72 | 13 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 18 848 | 11,20 | 3 473 | 15,54 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 13 235 | 142,67 | 2 439 | 152,12 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10 039 | 53,29 | 1 850 | 59,26 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 8 143 | 1,61 | 1 501 | 5,56 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 10 066 | 2,32 | 1 855 | 6,36 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 121 | 22 | ||||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1 917 | 0,95 | 353 | 5,06 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 4 707 | 0,02 | 867 | 3,96 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 16 374 | 17,35 | 3 017 | 21,95 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1 431 | 3,17 | 264 | 6,91 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 4 089 | 108,73 | 754 | 117,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 1 971 | 363 | ||||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 1 276 | 0,24 | 235 | 4,44 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 10 455 | 5,87 | 1 927 | 9,99 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 284 | 0,35 | 52 | 4,00 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 6 258 | 0,94 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 49 265 | 200,03 | 9 079 | 211,74 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 68 776 | 129,77 | 12 674 | 138,71 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 58 505 | 6,65 | 11 | 11,11 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 129 093 | 11,05 | 23 789 | 15,38 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 21 203 | 1,66 | 3 907 | 5,62 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 1 168 | 215 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 3 015 | 2,73 | 556 | 6,73 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 20 909 | 4 | ||||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 215 | 40 | ||||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 5 387 | 0,54 | 993 | 4,42 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 827 | 18,65 | 0 | |||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 164 | 30 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 332 | 61 | ||||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 6 614 | 2,18 | 1 219 | 6,10 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 101 | 19 | ||||||
| 2026-04-09 | 13F | Kwmg, Llc | 207 042 | 1,76 | 38 154 | 5,73 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 5 702 | 40,69 | 1 051 | 46,24 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 22 545 | 4,52 | 4 155 | 8,60 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 20 182 | 9,59 | 3 719 | 13,87 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 1 187 | 219 | ||||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 21 791 | 5,05 | 4 016 | 9,13 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 2 658 | 490 | ||||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 32 737 | 1,90 | 6 033 | 5,86 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3 061 | 927,18 | 564 | 984,62 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 32 337 | 2,98 | 5 959 | 7,00 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 108 479 | 3,65 | 19 991 | 7,69 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3 547 | 37,85 | 654 | 43,20 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 87 | 148,57 | 16 | 166,67 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 2 930 | 7,60 | 540 | 11,83 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 17 811 | 0,08 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 328 | 0,92 | 60 | 5,26 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 15 393 | 20,08 | 2 842 | 19,66 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 3 033 | 3,23 | 559 | 7,10 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 209 002 | 4,51 | 38 521 | 8,58 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 1 430 | 1,42 | 264 | 5,20 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 108 677 | 6,77 | 204 307 | 10,93 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 5 729 | 1 056 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 295 737 | 0,45 | 54 498 | 4,36 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 4 246 | 12,09 | 782 | 16,54 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1 048 | 50,79 | 195 | 56,45 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 76 180 | 2,53 | 14 038 | 6,52 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 5 541 | 209,90 | 1 021 | 222,08 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 1 630 | 9,03 | 300 | 13,21 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 22 094 | 1,54 | 4 071 | 5,49 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 42 976 | 6,41 | 7 920 | 10,55 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4 214 | 8,41 | 1 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 38 | 7 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 699 | 0,14 | 129 | 4,07 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 4 859 | 1,74 | 895 | 5,67 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14 454 | 8,95 | 2 664 | 13,17 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 26 385 | 0,86 | 4 862 | 4,78 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 165 912 | 51,89 | 30 574 | 57,80 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 11 994 | 2 210 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 28 512 | 0,58 | 5 254 | 4,49 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 10 979 | 13,22 | 2 023 | 17,68 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2 418 | 0,04 | 446 | 3,97 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 14 516 | 2,61 | 2 575 | 4,25 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 275 034 | 2,33 | 50 617 | 6,18 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 8 062 | 35,36 | 1 486 | 39,44 | ||||
| 2026-04-16 | 13F | Friday Financial | 6 910 | 3,88 | 1 273 | 7,97 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 6 515 | 4,93 | 1 201 | 8,99 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70 773 | 1,10 | 13 042 | 5,04 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 2 103 | 0,48 | 388 | 4,31 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 9 769 | 0,66 | 1 800 | 4,59 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 82 308 | 37,39 | 15 168 | 42,75 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 224 | 0,45 | 41 | 5,13 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3 464 | 42,43 | 638 | 48,03 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 46 | 8 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 3 046 | 21,50 | 561 | -5,71 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1 030 | 1,68 | 190 | 5,59 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 1 170 | 0,43 | 216 | 4,37 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 1 145 | 0,53 | 211 | 4,48 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 30 375 | 5,24 | 5 874 | 14,73 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 1 130 | 208 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 4 | 1 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 34 245 | 7,60 | 6 311 | 11,78 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 5 081 | 1,40 | 936 | 5,41 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 795 | 144,37 | 699 | 154,18 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1 088 | 201 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 290 862 | 6,82 | 53 600 | 111 566,67 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 292 | 10,19 | 54 | 12,77 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 18 790 | 15,02 | 3 | 50,00 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 3 230 | 0,03 | 595 | 4,02 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 125 | 14,68 | 23 | 21,05 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 7 835 | 16,59 | 1 572 | 31,99 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 132 621 | 62,80 | 24 440 | 69,15 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9 106 | 4,37 | 1 678 | 8,47 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 136 | 325,00 | 25 | 400,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 093 935 | 1,74 | 201 590 | 5,70 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 1 172 | 0,34 | 216 | 2,87 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 12 257 | 497,61 | 2 259 | 522,04 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 909 | 8,99 | 168 | 13,61 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 80 082 | 2,92 | 15 | 7,69 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 4 590 | 111,03 | 846 | 4,19 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 36 452 | 34,99 | 6 716 | 40,24 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 2 082 | 78,41 | 384 | 85,92 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 659 620 | 62,58 | 121 621 | 68,84 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1 089 | 0,09 | 201 | -0,50 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 51 097 | 96,95 | 9 416 | 104,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 205 341 | 6,23 | 222 120 | 10,36 |
