Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Index Funds - Vanguard Mid-Cap Growth ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Sharp Financial Services, LLC, Junk Investment Group, LLC, Arch Global Advisors, LLC, Baltimore-Washington Financial Advisors, Inc., Evergreen Wealth Solutions, LLC, Park National Corp /oh/, Baer Investment Advisory LLC, Gateway Wealth Partners, LLC, Chilton Investment Co Llc, Linscomb & Williams, Inc., Spartan Wealth Advisory Services LLC, Vanguard Advisers Inc, Heirloom Wealth Management, TRB Wealth Management, LLC, Phillip James Consulting Co., LightSquare Wealth Management, LLC, Calamos Advisors LLC, Clarity Financial LLC, i Greenwood Gearhart Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 13 376 | 3,76 | 3 442 | -4,34 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 220 | 0 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 14 721 | 4,78 | 3 788 | -3,39 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 7 | 2 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 10 600 | 2 728 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 9 753 | 44,70 | 2 510 | 33,39 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 2 110 | 0,14 | 543 | -7,65 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 19 190 | 0,98 | 4 939 | -6,90 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 137 840 | 35,94 | 35 914 | 26,89 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1 281 | 9,30 | 330 | 0,61 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2 509 | 5,16 | 646 | -3,15 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 787 | 203 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2 910 | 7,18 | 749 | -1,19 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 2 442 | 44,58 | 628 | 33,33 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 3 890 | 0,03 | 1 001 | -7,74 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 21 676 | 6,06 | 5 578 | -2,21 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9 884 | 7,87 | 2 544 | -0,55 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 4 577 | 1 178 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3 553 | 8,22 | 914 | -0,22 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 92 668 | 15,58 | 23 848 | 6,56 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 7 849 | 2 020 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 3 097 | 0,19 | 797 | -7,66 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 44 134 | 3,97 | 11 358 | -4,15 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 541 051 | 139 239 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 20 967 | 9,91 | 5 396 | 1,31 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 5 081 | 1 308 | ||||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 4 999 | 0,24 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 9 922 | 128,30 | 2 553 | 110,47 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 10 | 3 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 12 540 | 13,75 | 3 227 | 4,87 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 54 919 | 3,16 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 | 0 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 114 697 | 0,96 | 286 867 | -6,92 | ||||
| 2026-05-14 | 13F | Betterment LLC | 90 629 | 4,85 | 23 | -4,17 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 1 836 | 0,55 | 472 | -7,27 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 3 364 | 8,90 | 866 | 0,35 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1 046 | 10,81 | 269 | 2,28 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 804 | 0,12 | 207 | -8,04 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4 526 | 1,25 | 1 165 | -6,66 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3 002 | 1,21 | 772 | -6,76 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 1 294 | 18,07 | 333 | 9,18 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 41 083 | 1,04 | 10 573 | -6,85 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 171 | 21,28 | 44 | 12,82 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 842 | 0,12 | 217 | -7,69 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 800 | 222 | ||||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 1 232 | 317 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 77 094 | 2,32 | 19 840 | -5,66 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 9 853 | 49,24 | 2 536 | 37,55 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 38 409 | 15,78 | 9 885 | 6,74 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 4 854 | 0,02 | 1 249 | -7,75 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3 562 | 9,20 | 917 | 0,66 | ||||
| 2026-05-14 | 13F | Bank of Marin | 2 482 | 9,97 | 639 | 1,27 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 966 | 2,01 | 249 | -6,06 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 13 213 | 4,04 | 3 400 | -4,09 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3 978 | 1 024 | ||||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 2 421 | 0,96 | 623 | -7,03 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 500 | 233,33 | 129 | 212,20 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 2 054 | 6,54 | 529 | -1,86 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 14 194 | 1 069,19 | 3 653 | 980,47 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 6 661 | 18,48 | 1 714 | 9,24 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 17 509 | 3,02 | 4 506 | -5,04 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 129 | 86,96 | 33 | 73,68 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 11 201 | 4,42 | 2 883 | -3,74 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 8 775 | 3,45 | 2 258 | -4,60 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 119 923 | 5,64 | 288 212 | -2,61 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 1 561 | 16,58 | 402 | 7,51 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1 401 | 6 905,00 | 360 | 7 100,00 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 21 064 | 5 421 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17 063 | 29,34 | 4 391 | 19,26 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 3 628 | 45,94 | 934 | 34,44 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 498 | 2,26 | 128 | -5,19 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 73 754 | 87,97 | 18 980 | 73,30 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5 902 | 3,93 | 1 519 | -4,23 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1 841 | 0,05 | 474 | -7,80 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 41 639 | 15,34 | 10 716 | 6,34 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 45 227 | 42,84 | 11 670 | 32,05 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6 592 | 22,89 | 1 697 | 13,29 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 36 928 | 5,11 | 9 504 | -3,09 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 28 781 | 1,19 | 7 407 | -6,71 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 6 | 2 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2 319 | 31,99 | 597 | 21,63 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 3 333 | 858 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 797 | 205 | ||||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 1 469 | 0,20 | 378 | -7,58 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 6 700 | 4,43 | 1 724 | -3,69 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 2 025 | 61,61 | 521 | 49,28 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3 356 | 21,42 | 1 | |||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2 722 | 43,04 | 700 | 31,83 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 10 540 | 5,07 | 2 713 | -3,14 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 113 184 | 4,01 | 29 128 | -4,11 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 1 497 | 0,20 | 385 | -7,67 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 46 341 | 1,19 | 12 074 | -5,54 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 3 226 | 830 | ||||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 6 350 | 0,03 | 1 634 | -7,74 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 4 228 | 1,20 | 1 088 | -6,69 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 14 666 | 3 774 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 385 | 99 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 9 480 | 0,15 | 2 440 | -7,68 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 5 997 | 26,65 | 1 543 | 16,81 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 15 654 | 47,17 | 4 029 | 35,67 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3 328 | 0,21 | 856 | -7,66 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 32 312 | 0,75 | 8 315 | -7,12 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 38 663 | 3,66 | 9 950 | -4,44 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 41 | 17,14 | 11 | 11,11 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 24 480 | 7,00 | 6 300 | -1,36 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 39 759 | 22,82 | 10 359 | 12,15 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 85 868 | 3,73 | 22 | -4,35 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 18 638 | 2,95 | 4 796 | -5,09 | ||||
| 2026-05-11 | 13F | Commerce Bank | 53 970 | 9,14 | 13 889 | 0,62 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 4 877 | 1 255 | ||||||
| 2026-04-15 | 13F | Planning Directions Inc | 20 690 | 2,76 | 5 325 | -5,27 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 16 649 | 1,80 | 4 285 | -6,16 | ||||
| 2026-05-01 | 13F | American Trust | 1 849 | 65,68 | 476 | 52,73 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 4 238 | 0,67 | 1 201 | 0,59 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 167 203 | 9,37 | 43 030 | 0,83 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 18 889 | 111,81 | 4 861 | 91,68 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 245 | 0,24 | 320 | -7,51 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 2 625 | 21,64 | 675 | 12,13 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 155 125 | 8,29 | 39 921 | -0,17 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 340 | 35,26 | 602 | 24,90 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1 295 | 0,15 | 333 | -7,50 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 55 806 | 6,34 | 14 362 | -1,97 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 4 433 | 451 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 13 835 | 9,01 | 3 560 | 0,51 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 4 100 | 1,89 | 1 055 | -6,06 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 4 309 | 5,54 | 1 109 | -5,13 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 5 697 | 0,94 | 1 466 | -6,92 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 84 223 | 1,36 | 22 830 | -1,58 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 10 711 | 2,64 | 2 756 | -5,36 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 21 654 | 5 573 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 2 074 | 0,14 | 534 | -7,79 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 2 208 | 5,39 | 568 | -2,91 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 3 | 1 | ||||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 4 666 | 0,19 | 1 201 | -7,62 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 2 | 1 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 30 962 | 6,10 | 7 968 | -2,17 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 27 555 | 2,23 | 7 091 | -5,74 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 3 383 | 871 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 9 141 | 0,01 | 2 353 | -7,80 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 45 961 | 0,76 | 11 828 | -7,12 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 845 | 218 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 76 163 | 16,71 | 19 601 | 7,60 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 974 | 251 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 88 735 | 22,88 | 22 836 | 13,29 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 2 744 | 20,88 | 706 | 11,53 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 755 | 27,97 | 194 | 18,29 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 5 669 | 15,29 | 1 459 | 6,27 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7 331 | 4,76 | 1 887 | -1,62 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 3 157 | 6,51 | 813 | -1,81 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 8 929 | 0,54 | 2 298 | -7,30 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 45 861 | 41,70 | 11 802 | 30,64 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 9 471 | 0,03 | 2 437 | -7,79 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 283 | 0,35 | 73 | -8,86 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2 722 | 5,67 | 701 | -2,64 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 33 059 | 7,52 | 8 508 | -0,87 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 12 129 | 0,61 | 3 121 | -7,22 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 6 502 | 7,36 | 1 673 | -1,01 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 88 407 | 1,53 | 22 752 | -6,40 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5 169 | 41,89 | 1 330 | 30,91 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 97 828 | 1,74 | 25 176 | -6,20 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 6 393 | 8,65 | 1 645 | 0,18 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 1 531 | 12,91 | 394 | 4,23 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3 794 | 17,90 | 977 | 8,69 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 12 232 | 4,74 | 3 148 | -3,44 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 39 783 | 12,58 | 10 238 | 3,80 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 24 677 | 0,16 | 6 351 | -7,66 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 463 | -23,09 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 6 418 | 1 652 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 9 419 | 32,98 | 2 424 | 22,61 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 443 | 44,30 | 114 | 34,12 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 981 930 | 0,33 | 767 400 | -7,50 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1 165 | 3,83 | 300 | -4,47 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 44 050 | 1,09 | 11 336 | -6,80 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 201 988 | 10,42 | 52 001 | 1,80 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 24 393 | 16,37 | 6 278 | 7,28 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 12 512 | 17,70 | 3 220 | 8,49 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 988 | 0,82 | 254 | -6,96 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 12 913 | 17,04 | 3 323 | 7,92 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 13 768 | 336,11 | 3 561 | 304,09 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 10 156 | 5,67 | 2 737 | 2,01 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 183 | 47 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1 536 | 442 | ||||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1 017 | 262 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 49 979 | 7,51 | 12 863 | -0,88 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 8 223 | 17,57 | 2 116 | 8,40 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 77 | 1,32 | 22 | 4,76 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 643 | 16,33 | 680 | 7,26 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 9 706 | 9,95 | 2 498 | 1,34 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 60 378 | 8,48 | 15 538 | -1,13 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 67 | 17 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 441 | 60,36 | 115 | 50,00 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 5 813 | 5,94 | 1 496 | -2,35 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 786 | 202 | ||||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 9 504 | 1 098,49 | 2 446 | 1 006,33 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 4 927 | 2,71 | 1 268 | -5,31 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 47 883 | 9,40 | 12 323 | 0,85 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 180 | 46 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 6 923 | 1 932 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 38 | 2,70 | 10 | -10,00 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1 862 | 69,43 | 479 | 56,54 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 41 924 | 9,74 | 10 789 | 1,17 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 613 | 158 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1 348 | 5,23 | 347 | -3,08 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 199 | 51 | ||||||
| 2026-04-20 | 13F | First PREMIER Bank | 6 989 | 22,10 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 44 070 | 65,62 | 11 341 | 52,70 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 62 560 | 8,00 | 16 100 | -0,43 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2 371 | 1,54 | 610 | -6,30 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 45 | 12 | ||||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 3 795 | 4,46 | 1 | -100,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3 121 | 3,28 | 803 | -4,74 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 2 595 | 0,08 | 648 | -11,49 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 29 359 | 7 555 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 11 934 | 3,48 | 3 071 | -4,60 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 977 | 7,36 | 251 | -1,18 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1 955 | 20,09 | 503 | 10,79 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 498 | 5,29 | 128 | -3,03 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 717 522 | 6,69 | 184 654 | -1,64 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9 404 | 11,17 | 2 420 | 2,50 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 110 | 28 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 513 751 | 1,91 | 132 218 | -6,05 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 33 913 | 100,74 | 9 | 100,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 191 | 12,35 | 49 | 4,26 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 4 981 | 14,95 | 1 282 | 6,04 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 660 319 | 45,20 | 169 933 | 33,86 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 15 532 | 3 997 | ||||||
| 2026-05-14 | 13F | Bank Of Hawaii | 4 912 | 12,45 | 1 264 | 3,69 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 735 | 15,75 | 210 | 18,64 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 22 339 | 1,84 | 5 749 | -6,11 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 2 646 | 1,22 | 681 | -6,72 | ||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 30 511 | 3,54 | 7 853 | -4,55 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 1 670 | 4,70 | 430 | -3,60 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 10 642 | 2,17 | 2 739 | -5,81 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 3 504 | 3,45 | 902 | -4,66 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 854 | 238 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1 320 | 1,93 | 340 | -6,09 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 37 115 | 2,27 | 9 552 | -5,71 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 46 473 | 4,94 | 11 960 | -3,25 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 12 | 3 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 170 872 | 0,31 | 43 971 | -7,52 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1 987 | 0,97 | 512 | -6,92 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 279 | 72 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 8 815 | 25,87 | 2 269 | 16,07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 36 299 | 2,35 | 10 132 | -2,75 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 191 261 | 579,89 | 49 177 | 495,08 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 1 551 126 | 10,37 | 399 182 | 1,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 7 762 | 76,81 | 2 167 | 68,04 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 5 557 | 1 430 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 21 521 | 16,28 | 5 538 | 7,20 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 4 230 | 5,67 | 1 089 | -2,60 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 993 | 256 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 1 479 | 0,07 | 381 | -7,77 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6 661 | 8,05 | 1 714 | -0,35 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 127 | 41,11 | 33 | 28,00 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 2 059 | 530 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 104 402 | 11,60 | 26 868 | 2,89 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1 423 | 395 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 748 | 216 | ||||||
| 2026-04-02 | 13F | Hilltop National Bank | 5 767 | 0,61 | 1 484 | -7,25 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 174 148 | 676,30 | 48 612 | 637,65 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 3 495 | 5,49 | 899 | -3,75 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 20 532 | 118,05 | 5 284 | 101,03 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 157 636 | 2,61 | 555 268 | -5,40 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 8 455 | 6,39 | 2 176 | -1,94 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 3 360 | 12,37 | 865 | 3,60 | ||||
| 2026-04-13 | 13F | Trust Co | 159 559 | 3,35 | 41 063 | -4,72 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 5 231 | 4,52 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 1 532 | 428 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2 042 | 160,46 | 525 | 140,83 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 4 289 | 18,48 | 1 104 | 9,21 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 14 884 | 8,89 | 3 830 | 0,39 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2 206 | 0,05 | 568 | -7,80 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 15 302 | 0,19 | 3 938 | -7,65 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 12 880 | 3 315 | ||||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 1 123 | 27,04 | 289 | 17,48 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 13 769 | 23,47 | 3 543 | 13,85 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 6 301 | 0,02 | 1 622 | -7,79 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 357 505 | 2,39 | 91 978 | -5,60 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 57 328 | 0,87 | 14 753 | -7,00 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 1 277 | 329 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 21 101 | 1,52 | 5 431 | -6,40 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 97 686 | 5,51 | 25 139 | -2,73 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 6 285 | 2,36 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 998 | 14,98 | 257 | 5,79 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 13 534 | 0,10 | 3 483 | -9,51 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9 109 | 0,02 | 2 344 | -7,79 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 2 | 1 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 818 | 2,76 | 211 | -5,41 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 9 776 | 2 516 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 4 391 | 24,78 | 1 130 | 14,97 | ||||
| 2026-05-12 | 13F | Creative Planning | 141 817 | 2,35 | 36 497 | -5,64 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 4 095 | 32,31 | 1 054 | 22,02 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 200 | 51 | ||||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 89 466 | 77,85 | 23 024 | 63,97 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9 775 | 2 516 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3 473 | 4,23 | 894 | -3,98 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 11 213 | 0,01 | 2 886 | -7,80 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 3 517 | 0,92 | 905 | -6,89 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 114 | 245,45 | 29 | 222,22 | ||||
| 2026-04-15 | 13F | City Holding Co | 6 248 | 3,22 | 1 608 | -4,85 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 6 128 | 0,34 | 1 577 | -7,51 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 23 451 | 0,42 | 6 035 | -7,41 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 921 | 237 | ||||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 2 206 | 568 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 929 | 104,18 | 239 | 88,19 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 197 788 | 5,88 | 8 796 | -83,13 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 52 570 | 2,83 | 13 529 | -5,20 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 211 | 2,43 | 54 | -5,26 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 10 270 | 9,61 | 2 643 | 1,03 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 20 689 | 13,40 | 5 324 | 4,56 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 62 227 | 8,80 | 17 370 | 3,37 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 903 | 21,53 | 232 | 12,08 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 12 | 3 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 10 344 | 36,11 | 2 662 | 25,51 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 59 617 | 25,38 | 15 355 | 15,60 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 8 834 | 2 273 | ||||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1 105 967 | 3,50 | 284 620 | -4,58 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 2 655 | 13,66 | 771 | 23,79 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 276 | 123,09 | 1 358 | 105,61 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12 548 | 13,32 | 3 229 | 4,50 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 208 751 | 2,73 | 53 722 | -5,29 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 5 463 | 0,02 | 1 406 | -7,81 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3 952 | 25,58 | 1 017 | 15,83 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 036 302 | 17,38 | 261 557 | 6,13 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 16 249 | 3,70 | 4 182 | -4,39 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 106 626 | 11,98 | 27 440 | 3,24 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 14 739 | 3,96 | 3 793 | -4,14 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 5 083 | 15,44 | 1 419 | 9,67 | ||||
| 2026-05-11 | 13F | Inspire Trust Co, N.a. | 40 500 | 10,96 | 10 423 | 2,30 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 14 342 | 109,49 | 3 691 | 93,19 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 272 682 | 13,27 | 70 175 | 4,43 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 7 807 | 100,75 | 2 009 | 85,16 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 55 915 | 165,15 | 14 390 | 144,46 | ||||
| 2026-05-05 | 13F | PFG Advisors | 11 849 | 12,27 | 3 049 | 3,53 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 49 552 | 11,27 | 12 752 | 2,58 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 63 850 | 93,54 | 16 432 | 78,42 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 619 | 24,55 | 159 | 15,22 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 46 951 | 0,86 | 12 083 | -7,02 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 11 124 | 7,40 | 2 864 | -1,00 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2 437 | 627 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 18 604 | 4,48 | 4 788 | -4,05 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 1 024 | 0,20 | 268 | -3,26 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 366 | 37,59 | 94 | 27,03 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 56 473 | 2,04 | 14 533 | -5,92 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 7 399 | 1,30 | 1 904 | -6,58 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 22 292 | 3,91 | 5 737 | -4,21 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 1 474 | 380 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1 910 | 261,06 | 492 | 234,01 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 2 334 | 2,82 | 601 | -5,21 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11 543 | 16,40 | 2 971 | 6,19 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2 521 | 1,98 | 649 | -6,09 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 1 010 | 30,15 | 260 | 19,91 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 2 608 | 13,00 | 671 | 4,19 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 17 728 | 2,04 | 4 562 | -5,92 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 948 | 23,60 | 244 | 14,02 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1 081 | 278 | ||||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 8 429 | 2,18 | 2 169 | -5,78 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 739 | 7,57 | 206 | 1,98 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 2 004 | 0,20 | 516 | -7,71 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 1 042 640 | 5,93 | 268 323 | -2,34 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 46 776 | 2,73 | 12 038 | -5,29 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 843 | 4,98 | 217 | -3,57 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 395 | 0,25 | 102 | -8,18 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 4 941 | 0,18 | 1 272 | 127 100,00 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 28 451 | 5,98 | 7 322 | -2,30 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 14 814 | 48,44 | 3 812 | 36,88 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 1 269 | 11,02 | 327 | 2,19 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 305 | 35,56 | 78 | 25,81 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 184 | 6,36 | 47 | -2,08 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 50 | 13 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 10 | 3 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 73 021 | 13,44 | 18 792 | 4,58 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3 917 | 12,98 | 1 008 | 4,24 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 28 123 | 0,26 | 7 237 | -7,57 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 53 945 | 4,75 | 13 883 | -3,44 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1 210 | 2,37 | 311 | -5,47 | ||||
| 2026-04-17 | 13F | Sara-Bay Financial | 1 463 | 11,42 | 377 | 1,62 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 8 850 | 156,37 | 2 278 | 136,45 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 4 903 | 0,06 | 1 262 | -7,75 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 391 | 17,58 | 873 | 8,32 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1 051 | 0,10 | 270 | -7,53 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 1 596 | 7,77 | 411 | -0,73 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 112 085 | 28 845 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1 208 | 19,96 | 311 | 10,68 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1 664 | 0,12 | 428 | -7,56 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 106 271 | 9,24 | 27 349 | 0,71 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 1 090 | 0,09 | 281 | -7,59 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 3 500 | 288,89 | 901 | 258,57 | |||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 9 565 | 765,61 | 2 462 | 699,03 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 7 910 | 15,27 | 2 036 | 6,27 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 1 700 | 437 | |||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 818 | 1,24 | 210 | -6,67 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3 796 | 10,45 | 1 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 6 852 | 0,41 | 1 763 | -7,41 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 33 365 | 2,98 | 8 586 | -5,05 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 269 | 0,37 | 69 | -6,76 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 9 503 | 2 446 | ||||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 28 748 | 10,69 | 7 | 0,00 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 3 826 | 0,34 | 985 | -7,52 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 28 643 | 16,26 | 7 371 | 7,20 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 1 457 | 35,66 | 375 | 25,08 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 90 | 23 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 12 404 | 0,10 | 3 192 | -7,72 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 549 | 0,37 | 141 | -7,24 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 3 326 | 856 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 25 396 | 2,51 | 6 536 | -5,50 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 1 545 | 47,56 | 398 | 35,96 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 1 156 | 1,40 | 297 | -6,60 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 1 316 | 0,23 | 339 | -7,65 | ||||
| 2026-05-07 | 13F | MWA Asset Management | 603 | 338 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1 578 | 415 | ||||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 31 541 | 22,18 | 8 | 14,29 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1 627 | 9,34 | 419 | 0,72 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 300 | 75 | ||||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 11 | 3 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 914 | 2,81 | 235 | -5,24 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 142 518 | 3,41 | 36 677 | -4,66 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 11 302 | 0,06 | 2 909 | -7,77 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 26 427 | 3 166,63 | 6 801 | 2 922,22 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 129 031 | 13,53 | 33 212 | 4,66 | ||||
| 2026-05-15 | 13F | Fmr Llc | 251 952 | 0,68 | 64 840 | -7,18 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 20 068 | 1,10 | 5 165 | -6,79 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 5 500 | 2,94 | 1 415 | -5,10 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 832 | 214 | ||||||
| 2026-05-01 | 13F | Clarity Financial LLC | 2 247 | 578 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 11 366 | 4,28 | 3 | -33,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 674 562 | 3,67 | 430 949 | -4,42 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3 337 | 2,61 | 859 | -5,40 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 1 309 | 1,24 | 337 | -6,67 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 287 | 7,49 | 74 | -1,35 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 37 873 | 4,74 | 9 747 | -3,44 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 4 939 | 40,31 | 1 271 | 29,43 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 20 577 | 0,19 | 5 295 | -7,64 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 194 570 | 7,22 | 50 073 | -1,15 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 1 144 | 294 | ||||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 50 864 | 2,60 | 13 090 | -5,41 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 3 902 | 0,18 | 1 004 | -7,64 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 25 | 6 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 1 548 | 19,44 | 398 | 10,25 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 803 | 3,08 | 207 | -5,07 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 499 | 2,18 | 0 | |||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 427 | 110 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 1 856 | 24,73 | 478 | 14,94 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6 909 | 91,07 | 1 778 | 76,21 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 780 | 5,41 | 201 | -2,91 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 13 856 | 0,52 | 3 566 | -7,33 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 16 320 | 1,84 | 4 200 | -6,13 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 3 287 | 846 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 27 422 | 222,95 | 7 057 | 197,76 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 4 118 | 11,33 | 1 060 | 1,05 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 798 | 0,88 | 205 | -6,82 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 80 285 | 1,62 | 20 623 | -6,48 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 986 | 0,51 | 254 | -7,30 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 860 | 0,12 | 221 | -7,53 | ||||
| 2026-04-16 | 13F | Friday Financial | 4 432 | 6,51 | 1 141 | -1,81 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38 802 | 7,96 | 9 986 | -0,47 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 833 | 1,09 | 214 | -6,96 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 279 | 854,48 | 329 | 789,19 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 435 | 625,00 | 112 | 593,75 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 8 | 2 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 29 886 | 19,76 | 7 691 | 10,42 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1 049 | 1,16 | 270 | -6,92 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 1 993 | 7,96 | 513 | -0,58 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6 181 | 47,84 | 1 591 | 36,25 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 123 | 0,82 | 32 | -8,82 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 1 405 | 840 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 88 364 | 72,10 | 22 740 | 58,67 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 900 988 | 2,81 | 231 869 | -5,22 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 67 409 | 9,77 | 17 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9 062 | 313,98 | 2 332 | 281,67 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 6 231 | 11,51 | 1 623 | 4,11 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 2 714 | 0,04 | 698 | -7,79 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 6 758 | 90,63 | 1 739 | 75,83 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 219 081 | 1,78 | 56 380 | -6,16 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 12 953 | 0,84 | 3 511 | -4,36 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 23 853 | 24,86 | 6 138 | 15,10 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 187 | 48 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 184 290 | 16,43 | 47 458 | 7,33 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 18 172 | 8,56 | 4 677 | 0,09 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 21 | 5 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 1 060 | 103,45 | 273 | 87,59 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 711 923 | 5,35 | 183 213 | -2,87 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 11 852 | 4,90 | 3 373 | 4,20 |
