VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF – Własność instytucjonalna – Kupujący

Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
US ˙ ARCA ˙ US9220428588

Własność instytucjonalna i funduszowa – Kupujący

Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF, to m.in Vanguard Global Advisers, LLC, Vanguard Investments Australia, Ltd., Vanguard Capital Management Llc, Tiaa-cref Individual & Institutional Services, Llc, Vanguard Advisers Inc, TSG Advice Partners, LLC, Vanguard National Trust Co, Cerity Partners Retirement Plan Advisors LLC, Verus Advisory, Inc., Krane Financial Solutions LLC, Henson-Edgewater Management, LLC, Arch Global Advisors, LLC, Sanchez Levi Garrett, Advisors Management Group Inc /adv, Emerald Investment Advisers, LLC, GK Wealth Management LLC, Canandaigua National Corp, 6th Street Advisors, LLC, Brucke Financial, Inc., i Ascent 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
(%)
2026-04-28 13F Stratos Wealth Partners, LTD. 260 037 1,65 14 055 2,20
2026-05-08 13F Blair William & Co/il 842 185 33,82 45 520 34,54
2026-04-21 13F Grey Fox Wealth Advisors, LLC 73 522 13,93 3 974 14,53
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 298 2,76 16 6,67
2026-05-13 13F Galilei Investment Office LLP 11 825 73,26 639 74,59
2026-05-15 13F PACK Private Wealth, LLC 506 746 0,20 27 390 0,74
2026-05-15 13F Fiduciary Trust Co 370 557 3,51 20 029 4,07
2026-04-08 13F Miracle Mile Advisors, LLC 1 369 577 39,34 74 026 40,09
2026-05-09 13F MSH Capital Advisors LLC 17 932 61,04 969 62,04
2026-04-24 13F NavPoint Financial, Inc. 60 251 5,50 3 257 6,06
2026-05-11 13F Rock Creek Group, LP 149 404 311,11 9 209 371,53
2026-05-15 13F Cardiff Park Advisors, Llc 203 967 24,16 11 024 24,83
2026-04-13 13F Sarasin & Partners LLP 254 012 10,57 13 729 11,17
2026-04-28 13F Fortitude Advisory Group L.L.C. 5 611 12,54 303 13,06
2026-05-13 13F Elm Partners Management LLC 4 632 193 0,14 242 820 -2,36
2026-06-03 13F Stillwater Private Wealth, LLC 7 140 0
2026-05-15 13F Wellspring Financial Advisors, LLC 19 361 1 046
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 14 519 0,69 785 1,16
2026-05-11 13F RiverFront Investment Group, LLC 9 772 33,92 528 34,69
2026-03-02 13F Reflection Asset Management 78 4
2026-02-11 13F MidWestOne Financial Group, Inc. 10 468 8,00 563 7,05
2026-04-21 13F Tenon Financial LLC 11 171 2,92 604 3,43
2026-05-12 13F Cloud Capital Management, LLC 16 906 22,65 1
2026-04-27 13F Canal Capital Management, LLC 6 084 329
2026-05-15 13F Change Path, LLC 561 579 0,32 30 353 0,86
2026-05-14 13F Captrust Financial Advisors 1 304 499 2,02 70 507 2,57
2026-01-28 13F Edge Financial Advisors LLC 5 842 4,77 314 3,97
2026-04-14 13F Heirloom Wealth Management 11 680 631
2026-05-13 13F Heritage Trust Co 136 920 5,40 7 401 5,97
2026-04-20 13F Davidson Trust Co 37 582 4,36 2 031 4,91
2026-04-14 13F Global Trust Wealth Management LLC 38 604 10,40 2 087 11,02
2026-04-27 13F Certior Financial Group, Llc 43 026 11,62 2 326 12,21
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 7 780 454 420 534
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 16 560 5,13 895 5,79
2026-05-07 13F Rothschild Investment Llc 3 096 0,16 167 0,60
2026-04-08 13F Cadent Capital Advisors, LLC 20 547 53,02 1 111 53,95
2026-05-13 13F BCJ Capital Management, LLC 17 741 20,18 959 20,81
2026-04-21 13F Dougherty Wealth Advisers LLC 172 957 40,98 9 348 41,74
2026-05-12 13F Asset One Wealth Management LLC 11 763 102,11 685 107,27
2026-05-08 13F Retirement Planning Co of New England, Inc. 5 065 4,11 274 4,60
2026-05-15 13F Windsor Advisory Group, LLC 40 583 2 194
2026-05-05 13F Meridian Management Co 300 654 8,42 16 250 9,00
2026-05-14 13F Fca Corp /tx 30 708 1,22 1 660 1,72
2026-05-11 13F 1015 Capital Partners, LLC 15 391 34,52 832 35,12
2026-05-15 13F Mcdonald Partners Llc 21 834 151,80 1 180 153,22
2026-05-06 13F Proffitt & Goodson Inc 554 763 0,51 29 985 1,05
2026-05-01 13F Reuter James Wealth Management, Llc 81 472 0,71 4 404 1,26
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 13 357 28,48 722 29,21
2026-04-21 13F Hippocratic Financial Advisors, LLC 6 217 63,69 336 64,71
2026-05-12 13F Daybright Advisory Services, Inc. 9 898 50,22 535 50,85
2026-04-17 13F Monticello Wealth Management, Llc 117 384 6,88 6 345 7,45
2026-05-07 13F Greykasell Wealth Strategies, Inc. 48 767 1,12 2 636 1,66
2026-04-22 13F Carroll Advisory Group, LLC 40 758 44,23 2 203 44,96
2026-04-02 13F Lvm Capital Management Ltd/mi 19 125 43,74 1
2026-04-15 13F DAVENPORT & Co LLC 765 278 14,41 41 363 15,02
2026-04-24 13F Fulton Bank, N.a. 14 852 3,26 803 3,75
2026-04-30 13F Beirne Wealth Consulting Services, LLC 150 538 4,01 8 137 4,58
2026-04-10 13F Perigon Wealth Management, LLC 140 875 4,72 7 614 5,28
2026-04-27 13F Pachira Investments Inc. 132 127 20,74 7 141 21,38
2026-04-16 13F Montecito Bank & Trust 17 349 15,82 938 16,40
2026-04-22 13F McLean Asset Management Corp 15 449 0,12 835 -3,47
2026-04-30 13F Carmel Capital Partners, LLC 10 374 36,16 561 36,92
2026-05-14 13F TRB Wealth Management, LLC 11 871 642
2026-05-13 13F Invictus Private Wealth, Llc 1 152 899 5,26 62 314 5,83
2026-05-12 13F Clark Wealth Partners 858 5,15 46 6,98
2026-04-21 13F Compass Advisory Group LLC 35 652 5,12 1 927 5,65
2026-04-22 13F Wernau Asset Management Inc. 17 782 0,40 961 0,95
2026-05-14 13F Ariel Investments, Llc 20 245 1 094
2026-04-09 13F Acropolis Investment Management, LLC 1 019 138 0,37 55 084 0,91
2026-05-15 13F MAI Capital Management 3 781 532 5,70 204 392 6,27
2026-04-14 13F Drive Wealth Management, Llc 252 431 1,88 13 644 2,42
2026-04-21 13F Navigation Wealth Management, Inc. 4 869 15,24 263 15,86
2026-05-15 13F IHT Wealth Management, LLC 29 514 12,18 1 595 12,48
2026-04-08 13F NorthCrest Asset Manangement, LLC 82 638 0,30 4 448 -2,37
2026-05-06 13F Ceera Investments, Llc 9 825 5,87 531 6,63
2026-04-09 13F Pacifica Partners Inc. 1 991 5,51 108 3,88
2026-05-12 13F WESCAP Management Group, Inc. 42 644 2,07 2 305 2,58
2026-05-04 13F Bleakley Financial Group, LLC 227 929 272,71 12 320 274,78
2026-04-21 13F Maseco Llp 41 090 2,73 2 221 3,26
2026-04-17 13F Riverbridge Partners Llc 25 027 0,48 1 353 0,97
2026-04-21 13F Old Second National Bank Of Aurora 4 299 2,65 232 3,11
2026-04-20 13F WealthSpring Partners, LLC 70 334 0,03 3 802 0,58
2026-04-14 13F Amicus Financial Advisors, LLC 47 723 0,40 2 579 0,90
2026-05-12 13F BOK Financial Private Wealth, Inc. 108 773 10,52 5 879 11,13
2026-05-15 13F Harbour Investments, Inc. 342 692 12,74 18 518 13,32
2026-04-15 13F Register Financial Advisors LLC 1 493 2,75 81 2,56
2026-04-28 13F Fortis Capital Advisors, LLC 18 909 19,93 1 022 20,66
2026-05-06 13F Windward Private Wealth Management Inc. 249 993 0,86 13 512 1,40
2026-05-07 13F Oak Barrel Wealth Advisory LLC 4 627 249
2026-04-23 13F Simmons Bank 226 910 2,22 12 265 2,77
2026-05-13 13F AE Wealth Management LLC 100 682 6,98 5 442 7,55
2026-05-14 13F Jacobs Equity LLC 35 650 35,25 1 927 35,92
2026-05-01 13F Advisors Capital Management, LLC 7 361 12,45 398 13,11
2026-05-07 13F Agf Management Ltd 326 419 23,95 17 643 24,62
2026-05-11 13F Hamrick Investment Counsel, llc 143 653 2,62 7 764 3,18
2026-02-10 13F Nelson Capital Management, LLC 157 399 0,66 8 462 -0,13
2026-04-20 13F Ritholtz Wealth Management 148 285 33,21 8 015 33,92
2026-04-08 13F Grove Bank & Trust 193 659 4,32 10 467 4,88
2026-05-06 13F Assetmark, Inc 1 085 404 3,87 58 666 4,43
2026-05-12 13F BlackDiamond Wealth Management Inc. 68 155 1,36 3 684 -5,13
2026-05-19 13F Western Wealth Management, LLC 21 249 64,63 1 148 65,66
2026-05-11 13F Kestra Investment Management, LLC 1 668 727 24 411,27 90 197 24 611,23
2026-05-12 13F Ally Invest Advisors Inc. 1 417 537 1,52 76 618 2,07
2026-04-15 13F LongView Wealth Management 22 817 3,14 1 323 6,18
2026-04-20 13F Tanager Wealth Management LLP 538 845 4,56 29 125 5,12
2026-05-12 13F Summit Trail Advisors, Llc 1 873 246 20,30 101 249 20,95
2026-04-07 13F Legacy Private Trust Co. 459 611 3,11 24 842 3,67
2026-04-21 13F Trevian Wealth Management LLC 107 741 1,31 5 823 1,87
2026-05-14 13F Delos Wealth Advisors, LLC 2 991 162
2026-04-21 13F VCI Wealth Management LLC 188 570 67,12 10 192 68,02
2026-05-14 13F Solstein Capital, LLC 14 27,27 1
2026-04-24 13F TSG Advice Partners, LLC 562 182 30 386
2026-05-14 13F BTG Pactual Asset Management US LLC 199 778 11,76 10 798 22,15
2026-04-08 13F Exchange Bank 24 177 167,06 1 307 168,72
2026-05-18 13F Hamilton Wealth, LLC 21 882 200,00 1 183 201,53
2026-05-05 13F Delta Financial Advisors Llc 46 872 0,11 2 533 0,64
2026-05-11 13F Haverford Trust Co 109 012 4,36 5 892 4,93
2026-05-01 13F Hills Bank & Trust Co 1 124 915 3,81 60 802 4,37
2026-05-13 13F Heritage Wealth Advisors 1 787 13,97 97 14,29
2026-05-05 13F Opinicus Capital, Inc. 14 103 2,93 762 3,53
2026-04-20 13F Fonville Wealth Management LLC 3 785 205
2026-04-22 13F DORVAL Corp 349 146 25,99 18 871 26,67
2026-04-22 13F Cornerstone Wealth Group, LLC 3 463 202
2026-05-12 13F Werba Rubin Papier Wealth Management 74 753 3,17 4 040 3,72
2026-05-15 13F Quantinno Capital Management LP 347 416 25,97 18 778 26,65
2026-05-15 13F Ballast, Inc. 44 842 1,42 2 424 1,98
2026-04-14 13F Focus Financial Network, Inc. 323 729 1,63 17 498 2,18
2026-04-09 13F Tompkins Financial Corp 3 733 162,15 202 164,47
2026-05-14 13F Stonebridge Capital Advisors LLC 39 297 2 124
2026-04-16 13F Johnson Bixby & Associates, LLC 62 640 3,56 3 386 4,12
2026-05-01 13F Coordinated Financial Services, Inc. 9 782 4,72 529 5,18
2026-04-21 13F/A Madrid Wealth Management, LLC 31 756 0,92 1 716 1,48
2026-04-30 13F Manning & Napier Advisors Llc 504 599 9,98 27 274 10,48
2026-04-09 13F Rockingstone Advisors LLC 33 900 25,67 1 832 26,34
2026-05-04 13F Calamos Advisors LLC 5 574 301
2026-04-22 13F Coston, McIsaac & Partners 2 448 0,12 0
2026-05-07 13F Summit Global Investments 180 778 2 126,60 10
2026-04-20 13F Minichmacgregor Wealth Management, Llc 380 507 6,89 20 566 7,47
2026-04-09 13F Clarity Capital Advisors, LLC 45 935 35,57 2 483 36,30
2026-04-14 13F Tradewinds Capital Management, LLC 845 220,08 46 221,43
2026-04-21 13F Wedbush Securities Inc 139 950 5,15 8 0,00
2026-05-11 13F First National Bank Of Omaha 66 123 1,17 3 554 1,14
2026-04-28 13F Kathmere Capital Management, LLC 544 211 3,15 29 415 3,71
2026-05-04 13F Hexagon Capital Partners LLC 69 594 5,39 3 762 5,94
2026-02-13 13F Barclays Plc 28 512 409,05 1 533 405,61
2026-04-15 13F Planning Directions Inc 7 115 40,00 385 40,66
2026-02-13 13F Barclays Plc Put 435 200 56,66 23 396 55,44
2026-02-13 13F Barclays Plc Call 210 700 37,26 11 327 36,21
2026-05-01 13F Luminvest Wealth Management LLC 9 937 0,01 537 0,56
2026-05-14 13F Tempo Wealth, LLC 31 857 83,43 1 722 84,46
2026-05-14 13F Campion Asset Management LLC 79 259 3,72 4 284 4,26
2026-04-17 13F Brave Asset Management Inc 4 709 255
2026-05-11 13F Integrity Advisory Solutions, LLC 6 309 30,89 341 31,66
2026-04-13 13F Fiduciary Financial Group, Llc 30 809 1,97 1 665 2,52
2026-05-14 13F Endeavor Private Wealth, Inc. 30 623 49,45 1 655 50,32
2026-04-23 13F St. Clair Advisors, LLC 8 442 9,28 456 9,88
2026-05-11 13F Atlas Legacy Advisors, LLC 47 916 2,23 2 590 2,78
2026-05-14 13F Spectrum Strategic Capital Management, LLC 10 796 3,77 584 4,29
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 27 034 0,51 1 461 1,11
2026-05-13 13F Bank Of Montreal /can/ 3 439 154 3,69 185 886 4,25
2026-05-13 13F Triumph Capital Management 2 640 14,04 143 14,52
2026-04-16 13F Westmount Partners, LLC 13 160 0,98 711 1,57
2026-05-07 13F Scarborough Advisors, LLC 486 26
2026-04-23 13F Ironwood Wealth Management, LLC. 7 140 0,39 386 0,79
2026-05-14 13F Hazlett, Burt & Watson, Inc. 13 166 61,98 1
2026-05-06 13F Centennial Bank/AR/ 81 619 34,26 4 412 34,98
2026-04-22 13F Riverbend Wealth Management, LLC 4 824 2,62 261 3,17
2026-05-08 13F Banco Santander, S.A. 847 798 14,69 45 823 15,31
2026-05-15 13F Empowered Funds, LLC 1 324 650 12,11 71 597 12,72
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 205 11
2026-05-12 13F Independent Advisor Alliance 241 259 593,97 13 040 598,07
2026-04-16 13F Forbes J M & Co Llp 5 274 285
2026-04-23 13F Comprehensive Money Management Services LLC 34 040 5,18 1 840 5,75
2026-05-14 13F E&R Wealth Management, LLC 62 029 3,02 3 353 3,58
2026-05-14 13F Gladstone Institutional Advisory LLC 69 123 197,64 3 736 199,36
2026-05-06 13F Frontier Asset Management, LLC 250 935 6,96 13 563 7,54
2026-05-12 13F Leavell Investment Management, Inc. 264 378 7,39 14 290 7,97
2026-04-30 13F Mosaic Family Wealth Partners, Llc 200 729 10 849
2026-04-17 13F Krilogy Financial LLC 49 988 9,67 2 910 12,14
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 47 166 2 549
2026-05-14 13F Providence Capital Advisors, LLC 1 688 1 840,23 91 2 175,00
2026-05-01 13F Wealthspire Advisors, LLC 4 897 422 3,96 264 706 4,52
2026-04-09 13F Wincap Financial Llc 3 706 200
2026-05-01 13F 180 Wealth Advisors, Llc 216 027 6,02 11 676 6,59
2026-05-13 13F Allie Family Office LLC 56 396 73,42 3 053 74,20
2026-05-13 13F Anson Capital, Inc. 4 522 0,11 244 0,83
2026-05-13 13F Visionary Wealth Advisors 15 067 14,16 814 14,81
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 8 724 2,50 472 3,06
2026-05-11 13F Aprio Wealth Management, LLC 8 738 78,58 472 79,47
2026-05-14 13F Trustmark National Bank Trust Department 672 138 21,70 36 329 22,35
2026-04-17 13F Hanson & Doremus Investment Management 498 618 3,84 27 4,00
2026-04-17 13F CENTRAL TRUST Co 231 861 37,21 12 532 37,96
2026-04-09 13F Victrix Investment Advisors 93 617 34,09 5 060 34,80
2026-04-16 13F First Merchants Corp 4 362 5,24 236 5,86
2026-05-01 13F Valmark Advisers, Inc. 4 599 777 2,33 248 618 2,88
2026-05-11 13F Td Asset Management Inc 923 751 40,89 49 929 41,66
2026-05-14 13F Pinnacle Financial Partners, Inc. 533 020 5,61 28 811 6,18
2026-05-14 13F Chandler Asset Management, Inc. 928 122 118,29 50 165 119,47
2026-04-22 13F Arcataur Capital Management LLC 258 183 4,12 13 955 4,67
2026-05-13 13F Avestar Capital, LLC 55 825 5,03 3 017 5,60
2026-05-13 13F First Trust Advisors Lp 40 903 1,89 2 211 2,41
2026-04-02 13F Stash Investments, LLC 310 428 2,37 16 779 2,92
2026-05-14 13F Neuberger Berman Group LLC 22 485 11,02 1 215 11,67
2026-01-29 13F Concurrent Investment Advisors, LLC 887 924 84,34 47 735 82,92
2026-05-15 13F Waterford Advisors, LLC 206 964 1,88 10 849 -0,65
2026-04-10 13F Cassilly Financial Group LLC 59 539 1,50 3 218 2,06
2026-04-13 13F Cogent Private Wealth, Inc. 6 238 47,12 337 48,46
2026-04-15 13F Define Financial, Llc 208 901 2,27 11 291 2,82
2026-04-09 13F Moody National Bank Trust Division 557 875 31,56 30 153 32,27
2026-04-29 13F SilverOak Wealth Management LLC 360 108 4,04 19 464 4,60
2026-05-08 13F SHP Wealth Management 3 285 185,16 178 190,16
2026-05-15 13F Pitti Group Wealth Management, LLC 7 500 6,41 405 7,14
2026-05-11 13F Pathstone Holdings, LLC 1 973 093 2,89 106 646 3,45
2026-05-08 13F Darden Wealth Group Inc 16 884 106,30 913 107,74
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 20 468 7,62 1 106 8,22
2026-05-06 13F Main Street Group, LTD 1 927 104
2026-04-24 13F Axis Wealth Partners, LLC 12 004 3,55 649 4,01
2026-05-02 13F Burton Enright Welch 9 660 0,21 522 0,77
2026-05-07 13F MONECO Advisors, LLC 13 009 16,06 703 16,78
2026-04-07 13F Myecfo, Llc 167 815 13,04 9 070 13,57
2026-04-08 13F WealthBridge Investment Counsel Inc. 351 070 1,38 19 0,00
2026-04-30 13F Costello Asset Management, INC 815 19,85 44 22,22
2026-05-01 13F Capital Squared Financial LLC 7 682 415
2026-05-15 13F Strive Financial Group ,LLC 1 650 4,76 89 5,95
2026-04-10 13F Impact Capital Partners LLC 11 502 22,86 622 23,46
2026-05-04 13F Chicago Partners Investment Group LLC 40 337 5,65 2 370 9,37
2026-05-13 13F Synergy Financial Management, LLC 18 641 31,71 1 008 32,50
2026-05-15 13F JMN Financial LLC 13 969 1,05 755 1,62
2026-04-01 13F Bangor Savings Bank 394 721 19,83 21 335 20,47
2026-01-06 13F Ransom Advisory, Ltd 810 44
2026-05-15 13F/A Vanguard Capital Management Llc 12 737 296 688 451
2026-04-09 13F PFS Partners, LLC 126 34,04 7 20,00
2026-05-14 13F JustInvest LLC 135 626 1,80 7 331 2,35
2026-04-29 13F American Capital Advisory, LLC 8 658 20,47 468 20,98
2026-05-01 13F Evolution Advisers, Inc. 266 969 1,14 14 0,00
2026-05-05 13F West Michigan Advisors, Llc 13 000 243
2026-05-12 13F Cascade Financial Partners, LLC 44 464 19,60 2 403 20,27
2026-04-15 13F Occidental Asset Management, LLC 29 276 65,13 1 582 66,00
2026-04-22 13F Bravera Wealth 41 090 11,22 2 221 11,78
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 13 200 19,53 713 20,24
2026-05-06 13F Hartland & Co., LLC 189 226 85,39 10 228 86,39
2026-05-12 13F Vickerman Investment Advisors, Inc. 4 701 3,77 254 4,53
2026-04-17 13F Forefront Wealth Partners, LLC 7 506 10,14 406 10,66
2026-05-04 13F Gleason Group, Inc. 288 377 6,28 15 587 6,86
2026-04-22 13F Monument Group Wealth Advisors, LLC 41 210 0,70 2 227 1,23
2026-04-14 13F XY Planning Network, Inc. 166 254 8,84 9 013 9,76
2026-04-20 13F Inscription Capital, LLC 26 497 49,64 1 432 50,58
2026-04-29 13F/A Salem Investment Counselors Inc 2 706 146
2026-05-04 13F Mosaic Advisors LLC 5 551 328
2026-04-20 13F CWA Asset Management Group, LLC 71 459 0,59 3 862 1,13
2026-04-30 13F Accredited Investors Inc. 6 290 16,16 340 16,49
2026-05-08 13F Marble Harbor Investment Counsel, LLC 388 511 0,19 20 999 0,73
2026-04-27 13F Smith & Howard Wealth Management, LLC 180 241 2,89 9 733 3,35
2026-05-14 13F Synergy Investment Management, LLC 1 153 62
2026-04-22 13F Evensky & Katz LLC 3 587 53,88 0
2026-05-15 13F Colter Lewis Investment Partners LLC 22 660 189,10 1 225 190,74
2026-05-08 13F EagleClaw Capital Managment, LLC 5 084 13,38 275 13,69
2026-04-30 13F Acorn Wealth Advisors, LLC 24 559 0,28 1 327 0,84
2026-05-14 13F Maxi Investments CY Ltd 36 755 2
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 58 886 8,24 3 183 8,82
2026-05-12 13F Bear Mountain Capital, Inc. 326 655 3,28 19 243 8,00
2026-05-06 13F Atlas Wealth LLC 5 419 220
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 355 213 5,65 19 199 6,15
2026-05-12 13F Tufton Capital Management 23 088 11,76 1 0,00
2026-05-18 13F Genesis Financial Group, LLC 127 665 9,19 6 900 9,79
2026-05-11 13F Camden Capital, LLC 149 308 248,83 8 070 250,72
2026-04-22 13F Red Door Wealth Management, LLC 24 536 0,34 1 326 0,91
2026-05-11 13F Meridian Wealth Advisors, LLC 5 641 305
2026-04-27 13F Mosley Wealth Management 4 806 0,02 260 -1,52
2026-05-12 13F Index Fund Advisors, Inc. 5 866 3,77 317 4,62
2026-05-13 13F Boston Family Office Llc 14 376 39,02 1
2026-04-08 13F Wealth Science Advisors LLC 3 046 164
2026-04-06 13F Hiley Hunt Wealth Management 148 765 1,62 8 041 2,16
2026-04-07 13F Pathway Financial Advisors LLC 45 109 31,66 2 428 27,47
2026-05-14 13F Evergreen Capital Management Llc 36 312 22,27 1 963 22,93
2026-04-27 13F Proathlete Wealth Management Llc 164 521 1,84 8 903 2,24
2026-05-13 13F Truvestments Capital Llc 7 0
2026-05-07 13F Facet Wealth, Inc. 3 735 371 3,78 201 897 -3,05
2026-02-12 13F FineMark National Bank & Trust 16 458 5,00 885 4,12
2026-04-13 13F 5T Wealth, LLC 9 957 0,57 538 1,13
2026-04-23 13F Emerald Advisors, LLC 12 481 1,94 675 2,43
2026-04-29 13F Saxon Interests, Inc. 26 505 1 433
2026-05-15 13F Security National Bank Of Sioux City Iowa /ia/ 6 451 19,29 349 20,00
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 35 516 62,74 156 37,17
2026-04-16 13F Asset Advisory Group, Inc. 6 822 26,87 369 27,34
2026-05-14 13F Apriem Advisors 637 358 73,26 34 449 74,20
2026-04-15 13F Founders Grove Wealth Partners, Llc 156 606 2,98 8 465 3,54
2026-05-14 13F Rockbridge Investment Management, LCC 129 319 0,86 6 990 1,39
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 15 267 821
2026-02-12 13F Planning Project LLC 814 44
2026-04-20 13F Peoples Financial Services Corp. 18 508 3,14 1 000 3,73
2026-05-15 13F Matrix Private Capital Group Llc 153 089 10,90 8 274 11,49
2026-04-21 13F Grimes & Company, Inc. 67 305 1,33 3 638 1,88
2026-04-27 13F Exencial Wealth Advisors, Llc 348 322 0,04 18 827 0,57
2026-04-15 13F Silverlake Wealth Management Llc 57 153 33,01 3 089 33,78
2026-05-12 13F Cadence Wealth Management LLC 66 422 4,31 3 590 4,88
2026-04-17 13F Blankinship & Foster, LLC 315 032 1,99 17 028 2,54
2026-04-08 13F Mma Asset Management Llc 8 771 14,41 474 15,05
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 304 088 3,11 16 436 3,66
2026-04-07 13F Heartwood Wealth Advisors LLC 89 678 3,95 4 847 4,51
2026-05-11 13F Wealth Dimensions Group, Ltd. 5 641 5,83 305 6,29
2026-05-06 13F Bartlett & Co. Wealth Management Llc 185 289 13,44 10 882 23,94
2026-04-22 13F Romano Brothers And Company 11 147 0,09 602 0,67
2026-04-30 13F Hassell Wealth Management, LLC 28 613 0,09 1 547 -3,37
2026-05-12 13F Tiff Advisory Services Inc 47 378 2 561
2026-04-17 13F Brown, Lisle/cummings, Inc. 173 9
2026-04-20 13F Triangle Securities Wealth Management 100 072 0,79 5 409 1,33
2026-04-22 13F TPG Advisors LLC 7 508 5,57 406 6,02
2026-04-17 13F Nautilus Advisors LLC 13 384 1,84 723 2,41
2026-05-08 13F Clarion Wealth Managment Partners, LLC 17 568 0,72 950 1,28
2026-04-21 13F Foster & Motley Inc 52 418 17,25 3 0,00
2026-04-17 13F LMG Wealth Partners, LLC 50 538 0,02 2 732 0,55
2026-05-12 13F Kovack Advisors, Inc. 32 160 18,37 1 742 19,25
2026-04-27 13F Vavra Capital Management, LLC 81 428 2,66 4 401 3,21
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 12 544 12,16 678 12,65
2026-04-15 13F Tribridge Partners Financial LLC 173 785 3,37 9 353 3,49
2026-05-13 13F Cpwa, Llc 3 662 221
2026-05-01 13F Connecticut Wealth Management, LLC 68 422 17,17 3 698 17,81
2026-04-28 13F Peak Financial Management, Inc. 18 154 0,12 981 0,72
2026-05-15 13F Morgan Stanley 54 017 258 0,19 2 919 633 0,73
2026-04-27 13F Navigate Wealth Management, LLC 4 235 247
2026-04-17 13F McHugh Group, LLC 23 269 52,89 1 258 53,67
2026-05-15 13F Ironwood Investment Management Llc 68 590 3,10 3 707 3,66
2026-05-01 13F Signature Resources Capital Management, LLC 1 613 1,38 87 2,35
2026-04-09 13F Avenue 1 Advisors, LLC 18 655 0,47 1 008 1,00
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 55 822 9,81 3 017 10,43
2026-05-14 13F Roof Eidam & Maycock/adv 23 714 3,39 1 282 3,89
2026-04-30 13F Cooksen Wealth, LLC 90 775 1,61 4 906 2,17
2026-05-07 13F Northwestern Mutual Wealth Management Co 80 160 119 2,47 4 332 654 3,03
2026-04-30 13F Private Trust Co Na 46 237 1,25 2 499 1,83
2026-04-13 13F Bank of New Hampshire 86 419 1,15 4 671 1,70
2026-05-06 13F Sun Group Wealth Partners 8 458 457
2026-05-29 13F Asset Dedication, LLC 52 366 8,72 2 830 9,31
2026-05-14 13F Diversified Enterprises, LLC 44 784 4,61 2 421 5,17
2026-04-22 13F Apollon Wealth Management, LLC 91 023 45,59 4 920 46,36
2026-04-22 13F BKM Wealth Management, LLC 88 311 1,05 4 773 1,60
2026-05-08 13F Quantify Chaos Advisors, Llc 8 133 16,24 440 16,76
2026-05-06 13F Oxford Financial Group Ltd 22 080 0,31 1 193 0,85
2026-04-28 13F Fundamentun, Llc 11 305 0,92 611 1,50
2026-04-20 13F MBM Wealth Consultants, LLC 180 10
2026-05-11 13F Berkshire Asset Management Llc/pa 95 194 10,92 5 145 11,53
2026-04-14 13F Jeppson Wealth Management, Llc 7 608 0,66 411 1,23
2026-05-16 13F Sunbelt Securities, Inc. 4 312 1,79 233 2,64
2026-04-07 13F Signaturefd, Llc 4 473 008 3,16 241 766 3,71
2026-05-15 13F Chai Trust Co Llc 126 430 267,71 6 834 269,75
2026-05-11 13F Peak Retirement Planning, Inc. 433 645 20,24 23 438 20,89
2026-04-24 13F Bishop & Co Investment Management, LLC 236 288 19,83 12 771 20,48
2026-02-10 13F Principia Wealth Advisory, LLC 110 838 15,48 5 959 14,58
2026-04-21 13F Falcon Wealth Planning 55 561 8,02 3 003 8,61
2026-05-11 13F RWM Asset Management, LLC 13 741 133,06 743 121,49
2026-04-17 13F Presilium Private Wealth, Llc 709 153 5,63 38 330 6,20
2026-05-01 13F Anchor Investment Management, LLC 6 125 2,25 331 2,80
2026-04-08 13F Gillespie Robinson & Grimm Inc 63 291 48,86 3 421 49,67
2026-05-12 13F Dearborn Partners Llc 13 531 50,16 731 51,03
2026-04-28 13F Evergreen Private Wealth LLC 5 828 0,66 315 1,29
2026-04-17 13F Total Clarity Wealth Management, Inc. 12 935 1,21 699 1,75
2026-05-07 13F Winthrop Partners - Wny, Llc 28 423 0,52 1 536 1,05
2026-04-13 13F Arwa Llc 30 960 52,91 1 747 60,57
2026-04-24 13F Goldstone Financial Group, LLC 21 442 1 159
2026-05-06 13F Brio Consultants, LLC 3 424 203
2026-05-05 13F One Day In July LLC 31 656 7,27 1 711 7,88
2026-04-16 13F VVR Holdings LLC 59 173 8,09 3 198 8,70
2026-05-14 13F David R. Rahn & Associates Inc. 4 587 1,80 248 2,07
2026-04-21 13F Lewis Asset Management, LLC 4 499 243
2026-05-01 13F HFM Investment Advisors, LLC 678 54,44 37 56,52
2026-05-11 13F Marin Bay Wealth Advisors, LLC 15 305 171
2026-04-09 13F IFG Advisors, LLC 227 449 2,11 12 294 2,66
2026-05-01 13F Diversify Wealth Management, Llc 701 330 64,16 40 733 70,38
2026-04-17 13F James J. Burns & Company, LLC 138 652 7,75 7 494 8,33
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 119 824 7,69 6 477 8,28
2026-05-13 13F Jaffetilchin Investment Partners, LLC 12 177 6,76 658 7,34
2026-04-06 13F Sincerus Advisory, LLC 4 760 4,00 257 4,47
2026-04-24 13F Courage Miller Partners, LLC 153 450 0,25 8 294 0,79
2026-05-11 13F Phoenix Holdings Ltd. 88 353 3,40 4 774 3,96
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 96 989 18,00 5 242 18,65
2026-04-22 13F Apollon Financial, LLC 7 415 19,87 401 20,48
2026-05-15 13F Wellington Management Group Llp 115 723 88,34 6 255 89,34
2026-04-21 13F Trust Co Of Virginia /va 7 727 42,30 418 43,30
2026-04-24 13F Peregrine Asset Advisers, Inc. 4 248 2,14 230 2,69
2026-05-12 13F Americana Partners, LLC 7 833 1,48 423 2,17
2026-05-08 13F Vanguard Investments Australia, Ltd. 22 308 552 1 205 777
2026-04-20 13F Bennett Associates Wealth Management 78 402 40,17 4 238 40,90
2026-05-14 13F Institute for Wealth Management, LLC. 67 708 12,50 3 660 13,11
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 197 005 10 348
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 4 985 5,28 269 5,91
2026-04-28 13F Golden State Wealth Management, LLC 13 534 0,68 732 1,25
2026-05-01 13F Midwest Trust Co 371 857 5,42 20 099 5,99
2026-02-05 13F Tucker Asset Management Llc 1 387 75
2026-05-14 13F LifePlan Investment Advisors, Inc. 55 171 5,79 2 982 6,39
2026-04-29 13F Financial Life Advisors 223 411 9,25 12 075 9,83
2026-04-16 13F Lexington Hill Partners, LLC 37 785 38,66 2 042 39,48
2026-04-29 13F Index Technologies Group LLC 20 470 55,49 1 106 56,44
2026-05-15 13F Alliancebernstein L.p. 2 252 669 10,05 121 103 10,05
2026-05-04 13F Bridges Investment Management Inc 3 455 673 3,55 186 779 4,11
2026-05-12 13F Absolute Capital Management, LLC 37 113 8,74 2 006 9,32
2026-04-22 13F Applied Capital LLC 161 113 2,95 8 708 3,51
2026-05-14 13F Corient IA LLC 4 000 216
2026-04-16 13F Capital Advisors, Ltd. LLC 5 259 23,25 0
2026-05-11 13F Bailard, Inc. 315 006 3,69 17 026 4,26
2026-05-11 13F Ellevest, Inc. 357 688 0,65 19 333 1,19
2026-05-15 13F Destination Wealth Management 7 600 411
2026-05-14 13F Lbmc Investment Advisors, Llc 143 861 3,30 7 776 3,86
2026-04-28 13F Sage Rhino Capital Llc 185 696 5,40 10 037 5,97
2026-05-04 13F Procyon Private Wealth Partners, LLC 477 633 13,15 25 816 13,76
2026-05-04 13F AMG National Trust Bank 57 888 66,78 3 129 67,72
2026-05-01 13F Clientfirst Wealth Management, LLC 11 430 2,24 618 2,66
2026-05-07 13F Tidemark, LLC 1 239 61,75 67 60,98
2026-01-29 13F Vanguard Group Inc 81 373 362 5,61 4 374 632 4,79
2026-05-12 13F D.B. Root & Company, LLC 13 989 756
2026-05-08 13F Russell Investments Group, Ltd. 202 437 1,85 10 942 2,41
2026-05-14 13F Capital Analysts, Inc. 51 290 18,65 3 0,00
2026-05-08 13F McAdam, LLC 95 051 0,31 5 137 0,84
2026-05-13 13F Mairs & Power Inc 20 515 1 109
2026-05-05 13F Ethos Financial Group, LLC 133 541 10,73 7 218 11,32
2026-05-21 13F Essential Partners LLC 5 069 101,55 274 102,22
2026-05-06 13F TopTier Wealth Management, LLC 145 8
2026-05-14 13F Karpus Management, Inc. 1 321 574 2,12 71 431 2,67
2026-05-22 13F Wellington Grp LLC 2 238 986,41 121 990,91
2026-04-17 13F Western Pacific Wealth Management, LP 1 427 77
2026-05-05 13F Duncan Williams Asset Management, LLC 132 972 1,11 7 187 -3,11
2026-05-01 13F Keener Financial Planning LLC 258 279 7,29 14 8,33
2026-04-21 13F Wesbanco Bank Inc 240 365 21,88 12 992 22,55
2026-05-11 13F Daymark Wealth Partners, Llc 56 550 11,65 3 057 12,27
2026-04-13 13F Foster Group, Inc. 337 847 17,79 18 261 18,42
2026-04-23 13F Game Plan Financial Advisors, LLC 21 50,00 1
2026-04-27 13F Qrg Capital Management, Inc. 26 312 55,90 1 422 56,78
2026-05-12 13F Operose Advisors LLC 1 834 3,85 99 5,32
2026-05-08 13F New England Private Wealth Advisors LLC 64 599 5,39 3 492 5,95
2026-05-15 13F Equitable Holdings, Inc. 1 271 653 28,50 38 036 -28,51
2026-04-08 13F Hardin Capital Partners, LLC 52 195 4,77 2 821 5,34
2026-04-24 13F James Investment Research Inc 30 980 12,05 1 674 12,65
2026-05-11 13F Fountainhead AM, LLC 24 001 31,82 1 297 32,62
2026-02-17 13F Harvest Investment Advisors, LLC 100 042 1,44 5 378 10,27
2026-05-01 13F Financial Connections Group, Inc. 345 0
2026-04-20 13F Focused Wealth Management, Inc 573 138 2,37 30 978 2,92
2026-04-09 13F OFS Enterprise LLC 7 619 412
2026-05-15 13F/A EverSource Wealth Advisors, LLC 780 631 83,88 42 193 84,87
2026-05-04 13F Clear Investment Research, Llc 353 19
2026-05-07 13F Cutler Investment Counsel Llc 73 605 1,38 3 978 1,92
2026-04-20 13F Oak Family Advisors, Llc 48 832 630,25 2 639 635,10
2026-05-12 13F Aspiriant, Llc 150 691 7,53 8 145 8,11
2026-05-11 13F Jasper Ridge Partners, L.P. 5 692 120 0,24 307 667 0,78
2026-05-12 13F Baker Avenue Asset Management, LP 663 011 0,44 35 836 0,98
2026-05-07 13F Advisor OS, LLC 5 220 282
2026-05-15 13F Jones Financial Companies Lllp 4 846 903 16,60 257 810 15,35
2026-05-14 13F Pennington Partners & Co., Llc 22 836 62,48 1 234 63,44
2026-04-13 13F Clayton Financial Group LLC 634 4,79 34 6,25
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 158 000 5,48 8 540 6,05
2026-05-15 13F Kentucky Farm Bureau Mutual Insurance Co 0 0
2026-05-15 13F Vestmark Advisory Solutions, Inc. 320 697 4 524,33 17 334 4 559,41
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 35 304 150,63 1 908 152,05
2026-05-14 13F Jacobi Capital Management LLC 18 907 29,37 1 022 30,06
2026-04-28 13F SBI Securities Co., Ltd. 249 060 3,38 13 462 3,94
2026-04-08 13F First Heartland Consultants, Inc. 79 694 4,07 4 307 4,64
2026-05-14 13F Horizon Investments, LLC 388 21
2026-05-05 13F Black Diamond Financial, LLC 24 435 1,38 1 321 1,93
2026-05-11 13F Rossby Financial, LCC 14 366 169,89 779 172,03
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 3 223 125 5 092,47 69 -97,93
2026-04-08 13F West Financial Advisors, LLC 41 861 3,45 2 263 4,00
2026-05-15 13F Sonoma Private Wealth LLC 8 835 5,82 478 6,47
2026-04-23 13F Barry Investment Advisors, LLC 223 185 6,61 12 063 7,19
2026-05-05 13F Donalies Financial Planning, LLC 25 140 9,64 1 359 10,23
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 4 125 180 43,67 222 966 44,45
2026-04-09 13F Elmwood Wealth Management, Inc. 80 904 63,50 4 373 64,36
2026-04-24 13F Key FInancial Inc 13 432 6,81 726 7,25
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 71 110 2,33 3 843 2,89
2026-04-21 13F Fullerton Advisors, LLC 74 417 8,34 4 022 8,94
2026-02-09 13F/A Allium Financial Advisors, Llc 6 190 306
2026-04-10 13F Magnus Financial Group LLC 237 926 6,36 12 860 6,93
2026-05-13 13F Principal Securities, Inc. 256 189 3,20 13 847 3,75
2026-05-12 13F Advyzon Investment Management, LLC 26 718 52,04 1 444 52,97
2026-04-07 13F CoreCap Advisors, LLC 191 418 4,69 10 346 5,26
2026-05-12 13F TD Waterhouse Canada Inc. 2 127 370 120,31 115 028 121,62
2026-04-28 13F Walkner Condon Financial Advisors LLC 119 967 2,49 6 483 3,02
2026-04-27 13F Lodestar Private Asset Management Llc 284 973 16,94 15 403 17,57
2026-05-14 13F Lebenthal Global Advisors, LLC 25 966 1 403
2026-05-15 13F State Street Corp 6 295 2,04 340 2,72
2026-04-27 13F Greenleaf Trust 44 115 2,00 2 384 2,54
2026-04-30 13F Elevated Capital Advisors, LLC 71 728 2,49 3 877 3,03
2026-05-13 13F Syon Capital Llc 127 367 6,11 6 884 6,68
2026-05-01 13F Ferguson Wellman Capital Management, Inc 262 639 14 196
2026-04-28 13F Busey Wealth Management 25 082 7,56 1 356 8,14
2026-04-20 13F Arta Finance Wealth Management LLC 57 831 12,51 3 126 13,10
2026-04-29 13F Integrity Investment Advisors, LLC 16 320 9,86 882 10,53
2026-04-23 13F Willis Johnson & Associates, Inc. 1 832 154 2,33 99 028 2,88
2026-04-24 13F Essex LLC 17 777 0,71 961 1,27
2026-05-14 13F Tamar Securities, LLC 194 578 7,88 10 517 8,46
2026-04-29 13F Downshift Financial, LLC 18 528 40,03 1 076 45,21
2026-04-21 13F Trilogy Capital Inc. 21 844 16,99 1 181 17,65
2026-05-07 13F Capital Performance Advisors Llp 1 131 971 9,22 61 183 9,81
2026-05-05 13F D.a. Davidson & Co. 1 981 688 5,37 107 110 5,94
2026-05-07 13F Burk Holdings LLC 2 543 137
2026-05-14 13F Bridgewealth Advisory Group, LLC 78 377 13,35 4 236 13,96
2026-04-08 13F Dynamic Advisor Solutions LLC 253 539 3,81 13 704 4,36
2026-05-13 13F Mackenzie Financial Corp 362 157 8,35 19 575 9,04
2026-05-15 13F Ancora Advisors, LLC 176 352 3,22 9 532 3,78
2026-04-29 13F Renasant Bank 38 833 0,49 2 099 1,01
2026-05-15 13F Investment Counsel Co Of Nevada 1 435 78
2026-05-15 13F Briggs Wealth Management, Inc 7 827 423
2026-04-21 13F Maridea Wealth Management LLC 4 186 226
2026-05-05 13F Cullen/frost Bankers, Inc. 725 988 1,91 39 240 2,47
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 116 978 1,89 6 323 2,43
2026-05-12 13F Cooper/haims Advisors, Llc 8 620 0,83 466 1,31
2026-05-15 13F EFG International AG 43 2
2026-04-14 13F Family Wealth Partners, Llc 40 441 0,41 2 186 0,92
2026-05-12 13F CIBC Asset Management Inc 76 320 81,80 4 125 82,85
2026-04-14 13F Prospera Financial Services Inc 58 163 7,24 3 144 7,82
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 351 544 9,10 19 001 9,69
2026-04-21 13F Powers Advisory Group, LLC 4 106 222
2026-05-06 13F Catalyst Capital Advisors LLC 7 021 770 13,04 379 527 13,65
2026-05-04 13F HBW Advisory Services LLC 13 686 5,92 740 6,48
2026-04-29 13F Landmark Wealth Management, LLC 111 763 23,95 6 041 24,61
2026-05-08 13F Idaho Trust Bank 358 499 16,13 19 373 16,76
2026-05-01 13F American Trust 199 302 0,54 10 772 1,08
2026-04-22 13F JNBA Financial Advisors 303 865 0,39 16 424 0,93
2026-05-06 13F Fidelis Capital Partners, LLC 70 341 2,65 3 802 3,20
2026-05-12 13F CIBC Bancorp USA Inc. 3 075 741 12,85 165 749 12,25
2026-05-15 13F Resources Management Corp /ct/ /adv 6 671 5,97 0
2026-04-09 13F Praetorian Wealth Management, Inc. 337 677 1,81 19 078 7,00
2026-05-07 13F True North Advisors, LLC 9 392 4,74 508 5,19
2026-05-08 13F Moors & Cabot, Inc. 30 252 24,95 1 635 25,67
2026-05-12 13F Ausdal Financial Partners, Inc. 45 168 7,70 2 441 8,30
2026-05-05 13F Net Worth Advisory Group 14 808 4,15 800 4,71
2026-04-22 13F Millburn Ridgefield Corp 7 021 770 13,04 379 527 13,65
2026-05-04 13F Hourglass Capital, Llc 37 045 640,90 2 002 647,01
2026-04-30 13F First Horizon Corp 44 425 4,13 2 401 4,71
2026-04-13 13F Trust Co 105 363 2,27 5 695 2,82
2026-04-29 13F Clearwave Capital, LLC 7 727 10,42 418 10,90
2026-05-15 13F Silver Grove Financial Group, Inc. 11 712 0,40 633 0,96
2026-04-27 13F Sharp Financial Services, LLC 33 924 9,32 1 834 9,89
2026-04-14 13F Beacon Investment Advisory Services, Inc. 309 407 33,46 16 723 34,18
2026-05-13 13F/A Jpmorgan Chase & Co 15 019 712 3,26 787 333 0,68
2026-05-08 13F Steward Partners Investment Advisory, Llc 641 165 7,84 34 655 8,42
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 16 246 22,65 878 23,31
2026-04-14 13F Opal Wealth Advisors, LLC 518 28
2026-04-20 13F Park Edge Advisors, LLC 28 380 43,07 1 534 43,81
2026-05-12 13F Rathbone Brothers plc 210 643 19,42 11 385 20,07
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 0 0
2026-05-06 13F Topel & Distasi Wealth Management, LLC 43 433 3,40 2 348 3,94
2026-05-13 13F Capital Group Private Client Services, Inc. 76 011 8,31 4 108 8,91
2026-04-27 13F Rochester Wealth Strategies, LLC 297 031 1,32 16 055 1,87
2026-05-08 13F Private Advisory Group LLC 56 023 3 028
2026-05-15 13F Gotham Asset Management, LLC 289 942 17,36 15 671 18,00
2026-04-10 13F First Bank & Trust 430 864 3,25 23 288 3,80
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 1 066 070 9,27 57 669 9,92
2026-04-30 13F Hsbc Holdings Plc 20 925 7,86 1 131 8,45
2026-05-13 13F RiverGlades Family Offices LLC 148 510 4,42 8 027 4,17
2026-05-14 13F Coastal Bridge Advisors, LLC 4 943 2,87 267 3,49
2026-04-27 13F GenTrust, LLC 1 165 645 4,53 63 003 5,09
2026-05-14 13F Raymond James Financial Inc 7 474 703 7,50 404 008 8,08
2026-04-30 13F Stablepoint Partners, LLC 20 830 1,91 1 126 2,46
2026-05-05 13F Smith, Moore & Co. 186 292 1,45 10 069 2,01
2026-04-23 13F Powell Investment Advisors, LLC 48 407 1,92 2 616 2,47
2026-05-14 13F Wrenne Financial Planning LLC 249 186 4,20 13 469 4,77
2026-05-08 13F Macroview Investment Management Llc 6 930 14,94 375 15,43
2026-04-22 13F Joel Isaacson & Co., LLC 84 038 10,65 4 542 11,24
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 10 944 24,65 592 25,21
2026-04-27 13F DB Fitzpatrick & Co, Inc 31 617 5,56 1 709 6,09
2026-05-07 13F Allen Investment Management LLC 784 669 3 502,70 42 411 3 524,87
2026-05-05 13F Covestor Ltd 41 207 3,72 2 0,00
2026-05-15 13F First Manhattan Co 190 758 1,65 10 310 2,20
2026-04-30 13F BRYN MAWR TRUST Co 374 155 2,53 20 223 3,08
2026-04-21 13F OneAscent Financial Services LLC 26 701 17,77 1 443 18,47
2026-04-10 13F Pure Financial Advisors, Inc. 2 391 980 3,13 129 286 3,68
2026-05-12 13F Columbia River Financial Group, LLC 46 325 0,86 3 0,00
2026-05-06 13F Zhang Financial LLC 228 258 0,13 12 337 0,67
2026-05-07 13F Hollencrest Capital Management 4 945 216,99 267 221,69
2026-04-30 13F Blodgett Wealth Advisors, Llc 3 702 200
2026-04-08 13F Lakeridge Wealth Management LLC 12 352 12,18 668 12,86
2026-05-04 13F Rodgers & Associates, LTD 133 653 0,94 7 224 1,48
2026-05-07 13F Vision Retirement, LLC 675 1 150,00 36 1 700,00
2026-05-01 13F Rakuten Securities, Inc. 1 667 197,15 90 200,00
2026-05-13 13F Buckingham Strategic Partners 373 763 11,26 20 187 11,78
2026-04-22 13F Louisbourg Investments Inc. 74 682 4,84 4 037 5,41
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 149 041 10,94 8 056 11,53
2026-05-11 13F Collier Financial 360 0,28 19 0,00
2026-05-05 13F HighTower Advisors, LLC 7 281 199 14,55 393 549 15,17
2026-05-11 13F Shepherd Financial Partners LLC 25 904 7,62 1 400 8,19
2026-04-16 13F Balboa Wealth Partners 67 965 4,65 3 674 5,21
2026-04-16 13F Petredis Investment Advisors Llc 309 923 1,30 16 751 1,85
2026-04-29 13F Birch Hill Investment Advisors LLC 130 341 7,59 7 045 8,17
2026-05-11 13F Nomura Asset Management Co Ltd 6 400 93,94 346 94,92
2026-05-12 13F Icon Wealth Advisors, LLC 11 922 34,09 692 44,77
2026-05-12 13F Jane Street Group, Llc Put 23 200 33,33 1 254 34,01
2026-04-23 13F Interchange Capital Partners, LLC 24 497 4,56 1 110 -11,91
2026-04-15 13F Fifth Third Securities, Inc. 104 321 13,58 5 639 14,20
2026-04-29 13F/A True Link Financial Advisors, LLC 12 878 2,55 696 3,11
2026-05-01 13F Emerald Investment Partners, Llc 29 043 1,89 1 569 2,42
2026-05-14 13F Klingman & Associates, LLC 1 004 376 0,93 54 287 1,47
2026-05-08 13F Coldstream Capital Management Inc 653 782 5,11 35 337 5,67
2026-04-22 13F Patton Fund Management, Inc. 367 795 0,25 19 879 0,80
2026-05-04 13F NWF Advisory Services Inc. 5 931 5,82 321 6,31
2026-05-11 13F SCS Capital Management LLC 3 601 987 0,81 194 687 1,36
2026-05-11 13F Prudent Investors Network 385 936 169,52 20 860 170,97
2026-05-13 13F Crews Bank & Trust 1 490 16,95 81 17,65
2026-05-01 13F Advisors Management Group Inc /adv 88 744 5
2026-04-22 13F Wealth Advisory Solutions, LLC 77 035 2,85 4 164 3,40
2026-04-29 13F CFS Investment Advisory Services, LLC 183 279 18,86 10 846 30,85
2026-04-09 13F Kwmg, Llc 501 944 2,68 27 130 3,24
2026-04-24 13F DeLarme Wealth Management, Inc. 24 370 1,91 1 317 2,49
2026-04-20 13F Courier Capital Llc 160 971 3,15 8 700 3,71
2026-04-07 13F Park Avenue Securities Llc 229 370 9,76 12 9,09
2026-04-20 13F Brandywine Oak Private Wealth Llc 686 832 0,29 37 123 0,84
2026-05-11 13F Catalyst Financial Partners Llc 31 785 4,83 1 718 5,34
2026-04-08 13F Afg Fiduciary Services Limited Partnership 29 965 2,65 1 618 0,94
2026-04-27 13F Platform Technology Partners 16 368 8,84 885 9,41
2026-04-20 13F Independent Wealth Network Inc. 7 308 11,61 395 11,93
2026-04-06 13F Rosenberg Matthew Hamilton 29 768 1,69 1 609 2,23
2026-05-04 13F Genesis Wealth Advisors, LLC 117 169 4,60 6 333 5,18
2026-04-13 13F Garrett Investment Advisors LLC 111 787 1,99 6 042 2,55
2026-04-20 13F Auour Investments LLC 129 756 3,36 7 013 3,91
2026-05-04 13F N.E.W. Advisory Services LLC 32 901 8,09 1 778 8,68
2026-05-12 13F Pcg Asset Management, Llc 5 040 13,51 272 11,93
2026-05-15 13F GLOBALT Investments LLC / GA 503 040 4,27 27 189 4,83
2026-04-28 13F Topor & Co. Korea 22 651 44,60 1 224 45,37
2026-05-14 13F Arrowstreet Capital, Limited Partnership 157 185 1 410,81 8 496 1 419,68
2026-05-13 13F Invst, LLC 139 819 0,57 7 557 1,12
2026-05-12 13F Voya Investment Management Llc 1 779 090 42,78 96 160 43,55
2026-05-11 13F Strengthening Families & Communities, LLC 221 12
2026-04-27 13F Truist Financial Corp 1 796 922 11,00 97 124 11,60
2026-05-15 13F Laird Norton Trust Company, Llc 1 870 667 6,67 101 110 7,25
2026-05-14 13F Fft Wealth Management Llc 45 226 12,32 2 444 12,94
2026-04-14 13F Moller Financial Services 265 318 4,86 14 340 5,43
2026-05-15 13F Goldman Sachs Group Inc 14 802 697 4,08 800 086 4,64
2026-04-28 13F K2 Financial Inc. 86 718 1,49 5 096 7,81
2026-04-29 13F Skopos Labs, Inc. 30 688 24,57 1 659 25,61
2026-05-12 13F Disciplined Investors, L.L.C. 24 076 29,48 1 301 30,23
2026-04-16 13F Polianta Ltd 197 300 11
2026-05-08 13F Long Road Investment Counsel, LLC 19 500 4,39 1 054 4,88
2026-05-06 13F Intentional Wealth Strategies, LLC 133 7
2026-04-29 13F Strid Group, LLC 1 101 253 2,04 59 523 2,59
2026-04-22 13F Aua Capital Management, Llc 8 595 13,17 465 13,73
2026-05-14 13F Aries Wealth Management 44 556 4,70 2 408 5,29
2026-04-24 13F Root Financial Partners, LLC 90 779 29,47 4 907 30,17
2026-04-10 13F Armstrong Advisory Group, Inc 2 556 7,67 138 8,66
2026-04-27 13F Rareview Capital LLC 149 297 3,17 7 384 3,17
2026-04-28 13F Westfuller Advisors, LLC 4 981 3,60 269 4,26
2026-04-22 13F Financially in Tune, LLC 24 874 4,78 1 344 5,33
2026-04-08 13F Archer Investment Management, LLC 10 308 557
2026-05-08 13F TMB Capital Partners, LLC 162 768 2,29 8 798 2,84
2026-05-13 13F Summitas Investment Management LLC 65 137 205,15 3 521 206,89
2026-04-10 13F Piscataqua Savings Bank 3 674 15,75 199 16,47
2026-05-12 13F Three Bridge Wealth Advisors, LLC 208 855 3,88 11 289 4,44
2026-04-14 13F Well Done, LLC 9 180 17,99 496 18,66
2026-04-17 13F 55 North Private Wealth, LLC 21 164 19,42 1 144 20,06
2026-05-12 13F Rakuten Investment Management, Inc. 1 537 256 100,00 82 920 100,00
2026-04-20 13F Cardinal Point Capital Management, ULC 5 228 16,72 283 17,50
2026-05-11 13F Godfrey Financial Associates, Inc. 4 817 13,21 260 14,04
2026-06-01 13F First Nebraska Trust Co 27 821 0,69 1 504 1,21
2026-04-14 13F Kozak & Associates, Inc. 617 184,33 35 191,67
2026-04-27 13F LCW Services, LLC 231 362 1,03 12 505 1,58
2026-05-01 13F Financial Counselors Inc 32 968 0,40 1 782 0,91
2026-05-11 13F REAP Financial Group, LLC 212 020 3,25 11 460 3,80
2026-04-21 13F Colony Family Offices, LLC 457 203 0,88 24 712 1,42
2026-05-14 13F Traynor Capital Management, Inc. 4 434 232
2026-04-27 13F FSM Wealth Advisors, LLC 599 263 15,21 32 390 15,83
2026-05-04 13F Y.D. More Investments Ltd 775 761,11 41 900,00
2026-04-02 13F Somerset Trust Co 9 509 15,70 514 16,33
2026-05-13 13F Transcend Wealth Collective, Llc 4 501 243
2026-02-12 13F CIBC Private Wealth Group, LLC 2 897 248 5,84 155 756 5,02
2026-05-14 13F Twin Focus Capital Partners, Llc 239 369 17,67 12 938 18,30
2026-05-08 13F Vanguard National Trust Co 204 597 11 058
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 15 016 72,90 812 74,03
2026-04-29 13F Weitzel Financial Services, Inc. 4 995 9,35 271 8,00
2026-04-13 13F Hm Payson & Co 144 688 65,93 7 820 66,84
2026-04-13 13F Sherman Wealth Management LLC 15 800 4,42 854 4,92
2026-04-16 13F Freedom Financial Partners LLC 185 163 3,35 10 008 3,91
2026-04-23 13F Analyst IMS Investment Management Services Ltd. 1 139 488 0,02 62 0,00
2026-05-07 13F First National Trust Co 8 258 446
2026-05-15 13F Walsh & Associates, LLC 855 7,95 46 9,52
2026-05-06 13F Kitching Partners, Llc 111 281 11,89 6 015 12,50
2026-05-14 13F Retiremitten Financial Llc 339 18
2026-04-28 13F Ti-trust, Inc 60 592 1,19 3 275 1,71
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 321 331 24,03 17 368 24,69
2026-05-12 13F Warwick Investment Management, Inc. 128 392 69,98 6 940 70,91
2026-04-16 13F Upper Left Wealth Management, LLC 61 846 3,32 3 343 3,89
2026-04-16 13F McClarren Financial Advisors, Inc. 25 901 336,04 1 400 12,73
2026-05-08 13F Vanguard Global Advisers, LLC 53 253 654 2 878 360
2026-05-15 13F Sanchez Levi Garrett 92 381 4 993
2026-05-11 13F Employees' Retirement Fund of the City of Fort Worth 134 100 59,45 7 248 60,32
2026-05-08 13F Stonebridge Financial Planning Group, LLC 31 267 1,98 1 690 2,49
2026-05-27 13F/A Maripau Wealth Management Llc 53 576 3,37 2 896 3,91
2026-04-08 13F Eclectic Associates Inc /adv 48 862 3,77 2 641 4,31
2026-04-28 13F Howe & Rusling Inc 227 508 15,98 12 297 16,61
2026-05-14 13F Level Four Advisory Services, Llc 11 952 23,27 646 23,99
2026-04-08 13F Oliver Luxxe Assets LLC 120 791 4,49 6 529 5,05
2026-05-15 13F Nikulski Financial, Inc. 12 117 655
2026-05-13 13F Sepio Capital, LP 657 435 1,35 35 534 1,90
2026-05-05 13F Plante Moran Financial Advisors, LLC 1 872 0,92 101 2,02
2026-04-08 13F Sharper & Granite LLC 11 115 10,05 601 10,70
2026-04-24 13F 4Thought Financial Group Inc. 158 477 0,13 8 566 0,67
2026-04-13 13F Rydar Equities, Inc. 19 333 2,65 1 045 3,16
2026-04-24 13F UMA Financial Services, Inc. 3 491 1,39 189 1,62
2026-04-08 13F Community Financial Services Group, LLC 126 7
2026-05-15 13F Family Management Corp 77 278 20 617,96 4 177 20 780,00
2026-05-11 13F Glaxis Capital Management, LLC 40 000 2 162
2026-04-21 13F Sensible Money, LLC 3 738 202
2026-04-06 13F Versant Capital Management, Inc 4 477 18,53 242 18,72
2026-04-10 13F Brucke Financial, Inc. 69 949 3 781
2026-04-29 13F Steele Capital Management, Inc. 1 918 432 3,60 103 691 4,16
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 43 389 64,98 2 345 65,96
2026-04-21 13F Creekside Partners 69 646 10,22 3 764 10,80
2026-05-11 13F Great Valley Advisor Group, Inc. 101 765 6,87 5 501 7,44
2026-02-11 13F Parallel Advisors, LLC 306 488 7,92 16 483 7,13
2026-05-04 13F 6th Street Advisors, LLC 70 148 3 791
2026-05-14 13F Gwn Securities Inc. 10 366 1,06 560 1,63
2026-04-21 13F Rooted Wealth Advisors, Inc. 51 275 4,87 3 021 9,50
2026-05-13 13F Choate Investment Advisors 27 399 121,00 1 481 122,22
2026-04-27 13F Level Wealth Management LLC 138 835 12,46 7 504 13,08
2026-04-16 13F SG Americas Securities, LLC 6 191 0
2026-05-04 13F Carrera Capital Advisors 13 642 0,81 737 1,38
2026-05-15 13F Private Capital Management, LLC 6 225 20,29 336 20,86
2026-04-23 13F Ameliora Wealth Management Ltd. 7 600 52,00 411 52,99
2026-05-06 13F Ascent Wealth Partners, LLC 85 527 4 623
2026-05-29 13F Keel Point, LLC 28 222 1,09 1 525 1,67
2026-01-14 13F Clarius Group, LLC 31 934 0,39 1 717 -0,41
2026-04-17 13F Signal Advisors Wealth, LLC 349 183 13,10 18 873 13,71
2026-04-14 13F Value Investment Professionals, LLC 19 434 8,61 1 050 9,26
2026-04-16 13F Stanley-Laman Group, Ltd. 6 390 345
2026-05-26 13F Serenity Investment Advisors 192 081 15,43 11 329 23,09
2026-05-07 13F S&co Inc 131 648 12,57 7 16,67
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2 485 963 2,88 134 366 3,43
2026-05-12 13F Portside Wealth Group, LLC 13 961 163,76 755 165,49
2026-05-14 13F Synergy Financial Group, LTD 35 625 23,88 1 926 24,51
2026-05-12 13F Stifel Financial Corp 6 181 354 30,94 334 102 31,65
2026-05-01 13F One Degree Advisors Inc 104 573 0,23 6 0,00
2026-05-15 13F 1607 Capital Partners, LLC 10 100 546
2026-05-21 13F Verus Capital Partners, Llc 23 646 20,12 1 278 20,79
2026-04-15 13F Journey Strategic Wealth Llc 37 139 4,58 2 007 5,13
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 12 165 1,00 658 1,55
2026-04-07 13F Farther Finance Advisors, LLC 669 207 29,58 36 278 30,67
2026-05-07 13F Arsenal Capital Advisors LLC 7 395 55,52 400 56,47
2026-04-27 13F HB Wealth Management, LLC 112 082 15,76 6 058 16,39
2026-05-15 13F Citadel Advisors Llc Put 465 100 1 635,45 25 139 1 645,69
2026-05-15 13F Citadel Advisors Llc Call 379 000 569,61 20 485 573,37
2026-04-24 13F Severin Investments, LLC 31 096 7,52 1 681 8,11
2026-04-08 13F Gilman Hill Asset Management, LLC 37 689 16,76 2 037 17,41
2026-05-27 13F Tenret Co LLC 158 379 6,77 8 560 7,35
2026-04-07 13F Blueline Advisors Llc 708 1,14 38 2,70
2026-05-11 13F Ashton Thomas Private Wealth, LLC 170 674 1,50 9 225 2,05
2026-05-05 13F Bank of New York Mellon Corp 11 488 522 6,85 620 955 7,43
2026-05-13 13F Pfc Capital Group, Inc. 69 084 5,15 4 0,00
2026-04-08 13F Roberts Wealth Advisors, LLC 199 696 11,05 10 794 11,65
2026-05-11 13F NLB Skladi, upravljanje premozenja, d.o.o. 151 755 7,33 8 202 7,91
2026-05-13 13F O'shaughnessy Asset Management, Llc 213 796 24,20 11 556 24,88
2026-04-23 13F Harbor Investment Advisory, Llc 5 699 17,53 308 18,46
2026-02-13 13F Motiv8 Investments LLC 13 024 1,35 1 -100,00
2026-04-27 13F Tennessee Valley Asset Management Partners 4 788 1,14 259 1,57
2026-04-29 13F Sigma Investment Counselors Inc 822 212 1,55 44 441 2,10
2026-05-01 13F Associated Banc-corp 275 662 11,50 14 900 12,11
2026-04-24 13F Squire Investment Management Company, LLC 24 353 8,07 1 316 8,67
2026-04-28 13F Golden State Equity Partners 10 763 49,03 582 49,74
2026-05-04 13F Tradewinds, LLC. 4 284 253
2026-05-15 13F Peapack Gladstone Financial Corp 1 661 215 4,23 90 4,71
2026-05-12 13F Cannon Financial Strategists, Inc. 18 623 2,52 1 007 3,07
2026-05-08 13F Pnc Financial Services Group, Inc. 10 454 119 2,18 565 045 2,73
2026-04-28 13F Ntv Asset Management Llc 5 316 32,21 287 32,87
2026-05-12 13F Athena Investment Management 9 614 8,99 520 9,49
2026-05-06 13F Spartan Wealth Advisory Services LLC 28 438 1 537
2026-05-13 13F Black Cypress Capital Management, LLC 10 644 5,23 575 5,89
2026-05-05 13F Tortoise Investment Management, LLC 185 778 2,39 10 041 2,94
2026-05-15 13F Toroso Investments, LLC Call 128 600 22,36 6 951 23,01
2026-04-21 13F PDS Planning, Inc 1 047 390 0,62 56 611 1,16
2026-05-04 13F Summit Wealth Group, LLC 116 147 1,59 6 278 2,13
2026-05-14 13F Zacks Investment Management 9 900 7,04 535 7,65
2026-05-15 13F Toroso Investments, LLC 856 463 1,54 46 292 2,09
2026-05-13 13F IF Advisors, LLC 130 286 5,51 7 042 6,07
2026-05-11 13F Chilton Capital Management Llc 113 808 18,33 6 151 18,97
2026-05-06 13F Dunhill Financial, LLC 5 022 115,72 272 118,55
2026-05-15 13F Rothschild Capital Partners, LLC 10 506 15,55 568 16,19
2026-04-27 13F Osborne Partners Capital Management, Llc 1 192 716 0,46 64 466 1,00
2026-04-30 13F Indivisible Partners 13 614 26,68 737 27,29
2026-04-17 13F AdvisorNet Financial, Inc 421 090 4,26 22 760 4,82
2026-04-22 13F Citrine Capital LLC 10 766 27,17 582 27,69
2026-05-05 13F Thayer Partners, LLC / MA 92 849 6,21 5 019 6,79
2026-04-17 13F Charter Trust Co 239 666 8,15 12 954 8,73
2026-04-27 13F Western Reserve Capital Management, LLC 93 344 3,09 5 045 3,66
2026-04-20 13F Kearns & Associates LLC 115 386 2,71 6 237 3,26
2026-05-15 13F DV Trading LLC 26 000 124,14 1 405 125,52
2026-04-17 13F Discipline Wealth Solutions, LLC 103 905 832,22 5 616 837,56
2026-04-20 13F Lord & Richards Wealth Management, LLC 30 762 2,48 1 663 3,04
2026-04-24 13F United Community Bank 37 585 0,03 2 031 0,59
2026-04-13 13F Colorado Capital Management, Inc. 10 659 3,78 1
2026-04-30 13F Millstone Evans Group, LLC 6 796 12,76 367 13,27
2026-05-01 13F Pittenger & Anderson Inc 1 533 2,20 83 2,50
2026-04-27 13F Wbh Advisory Inc 78 045 1,42 4 231 2,27
2026-05-14 13F Bernard Wealth Management Corp. 332 2 666,67 18
2026-05-12 13F WCG Wealth Advisors LLC 21 123 14,88 1 142 15,49
2026-05-01 13F Evergreen Wealth Management, LLC 9 532 3,27 515 3,83
2026-05-15 13F Keating Financial Advisory Services, Inc. 2 755 6,21 149 6,47
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 97 351 3,10 5 262 3,64
2026-05-08 13F King Luther Capital Management Corp 2 674 62,49
2026-04-08 13F Canandaigua National Corp 72 664 3 927
2026-05-11 13F VeraBank, N.A. 7 430 0,47 402 1,01
2026-04-21 13F Northland Capital Management LLC 38 084 6,91 2 058 7,52
2026-05-14 13F Bank of Marin 9 043 5,10 489 5,63
2026-05-13 13F GW&K Investment Management, LLC 301 777 9,30 16 14,29
2026-05-12 13F Fiera Capital Corp 63 860 39,25 3 452 40,00
2026-05-15 13F Summit Financial, LLC 422 809 11,88 22 853 12,49
2026-04-13 13F LexAurum Advisors, LLC 12 113 10,07 655 9,73
2026-05-05 13F Fusion Family Wealth LLC 2 071 283 1,07 111 953 1,62
2026-04-24 13F Kendall Capital Management 231 540 6,26 12 515 6,84
2026-04-29 13F Waters Parkerson & Co., Llc 119 636 24,35 6 466 25,02
2026-04-14 13F Palisade Asset Management, LLC 20 693 0,75 1 118 1,27
2026-05-14 13F North Ridge Wealth Advisors, Inc. 794 14,24 39 2,70
2026-04-27 13F Revisor Wealth Management LLC 34 833 17,68 1 883 12,90
2026-05-14 13F Grantham, Mayo, Van Otterloo & Co. LLC 12 635 683
2026-04-13 13F Creative Financial Designs Inc /adv 239 893 3,70 12 966 4,26
2026-05-07 13F Legacy Wealth Managment, LLC/ID 4 103 151,10 222 154,02
2026-04-22 13F Matrix Asset Advisors Inc/ny 45 178 5,97 2 442 6,55
2026-04-24 13F Argent Advisors, Inc. 29 683 425,92 1 604 429,37
2026-04-29 13F Great Hill Capital LLC 8 735 76,64 472 78,11
2026-04-17 13F HHM Wealth Advisors, LLC 4 194 2,69 227 3,20
2026-04-15 13F Arch Global Advisors, LLC 93 488 5 053
2026-04-20 13F LVW Advisors, LLC 138 909 1 064,07 7 508 1 071,29
2026-05-08 13F Jackson Hole Capital Partners, LLC 113 506 1,39 6 135 1,94
2026-02-18 13F Financial Advisory Service, Inc. 6 306 0,29 339 -0,29
2026-05-14 13F CIBC World Markets Inc. 322 806 0,53 17 448 1,07
2026-05-15 13F Ameriprise Financial Inc 13 354 926 33,81 721 560 35,20
2026-05-01 13F Silver Oak Advisory Group, Inc. 7 206 7,23 0
2026-04-23 13F Alley Investment Management Company, LLC 135 042 37,61 7 299 38,37
2026-04-15 13F Hilltop Wealth Advisors, Llc 110 975 58,45 5 998 59,31
2026-05-07 13F ESL Trust Services, LLC 29 496 7,00 1 594 7,63
2026-05-15 13F Cerity Partners LLC 4 201 293 16,73 227 467 17,56
2026-05-14 13F Catalytic Wealth RIA, LLC 68 056 38,97 3 678 39,74
2026-05-14 13F Venture Visionary Partners LLC 91 451 3,82 4 943 4,37
2026-05-13 13F Geometric Wealth Advisors 10 415 66,40 563 67,26
2026-04-16 13F Flywheel Private Wealth LLC 70 767 15,33 3 825 15,95
2026-05-04 13F Copia Wealth Management 544 43,16 29 45,00
2026-04-22 13F Viewpoint Investment Partners Corp 31 820 1,27 1 720 1,78
2026-05-05 13F UBS Group AG 21 183 531 6,68 1 144 970 7,26
2026-05-14 13F Ieq Capital, Llc 109 782 13,35 5 934 13,96
2026-05-07 13F Van Strum & Towne Inc. 76 946 5,65 4 159 6,21
2026-04-13 13F Winthrop Advisory Group LLC 112 430 0,19 6 077 0,73
2026-04-14 13F Compton Wealth Advisory Group, LLC 110 817 39,71 6 007 40,88
2026-04-20 13F Jfs Wealth Advisors, Llc 281 455 5,48 15 213 6,05
2026-04-09 13F Thrive Wealth Management, LLC 105 154 1,18 5 684 1,72
2026-05-13 13F Martin & Co Inc /tn/ 315 648 2,02 17 061 2,57
2026-05-12 13F Kirtland Hills Capital Management, Llc 7 377 0,83 433 10,18
2026-04-22 13F M3 Advisory Group, LLC 10 358 0,78 560 1,27
2026-02-05 13F Center for Financial Planning, Inc. 574 323 1,44 30 876 0,65
2026-04-16 13F Addis & Hill, Inc 98 565 2,40 5 327 2,96
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 258 752 11,30 13 986 11,90
2026-05-15 13F Evergreen Wealth Solutions, LLC 23 786 302,95 1 286 305,36
2026-05-15 13F Bragg Financial Advisors, Inc 23 939 3,88 1 294 4,44
2026-05-04 13F Mendel Money Management 8 157 87,30 441 88,03
2026-04-22 13F Tred Avon Family Wealth, Llc 68 496 3,11 3 702 3,67
2026-04-27 13F Evolution Wealth Management Inc. 2 339 8,04 126 8,62
2026-05-08 13F Tandem Financial, LLC 61 571 409,48 3 328 525,38
2026-04-24 13F Lynx Investment Advisory 18 832 16,82 1 018 17,44
2026-05-12 13F Oakmont Advisory Group, LLC 68 824 35,47 3 720 36,18
2026-04-20 13F Kestra Private Wealth Services, Llc 380 678 11,20 20 576 11,80
2026-04-20 13F Naples Global Advisors, Llc 102 479 4,59 5 539 5,15
2026-05-15 13F Headinvest, Llc 102 997 2,08 5 567 2,62
2026-05-12 13F Orcam Financial Group 32 421 2,32 1 752 2,88
2026-04-08 13F Capital Advisors Wealth Management, LLC 4 999 0,24 270 0,75
2026-05-08 13F Bluebird Wealth Management LLC 39 253 2 122
2026-05-15 13F Aqr Capital Management Llc 458 799 24,22 24 798 24,90
2026-05-20 13F Hobbs Group Advisors, LLC 4 751 257
2026-04-15 13F Steinberganna Wealth Management 29 348 50,66 1 586 51,48
2026-05-11 13F Commerce Bank 1 145 122 4,68 61 894 5,24
2026-04-07 13F Bulwark Capital Corp 833 38,83 45 40,63
2026-05-08 13F Bruce G. Allen Investments, LLC 196 11
2026-05-11 13F WealthTrust Axiom LLC 3 979 215
2026-05-08 13F Addison Advisors LLC 3 176 4,40 172 4,91
2026-04-22 13F Union Bancaire Privee, UBP SA 294 747 50,66 15 358 46,30
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 271 026 5,86 14 649 6,43
2026-05-08 13F Marshall Investment Management, Llc 116 6
2026-05-14 13F Empower Advisory Group, LLC 35 534 123 4,30 1 920 619 4,86
2026-05-08 13F Vanguard Advisers Inc 814 497 44 023
2026-05-01 13F Welch & Forbes Llc 54 978 0,14 2 972 0,68
2026-04-10 13F HT Partners LLC 123 842 6,83 6 694 7,41
2026-04-23 13F American National Bank 100 5
2026-04-27 13F F&V Capital Management, LLC 23 585 2,84 1 0,00
2026-01-26 13F Liberty Capital Management, Inc. 33 477 1,86 1 800 1,07
2026-04-08 13F Warner Financial, Inc 107 578 4,86 5 815 116 200,00
2026-05-15 13F Royal Bank Of Canada 13 962 984 2,63 754 698 3,18
2026-05-05 13F Harmony Asset Management Llc 8 373 453
2026-04-29 13F Proactive Wealth Strategies LLC 8 509 460
2026-04-24 13F Vision Capital Management, Inc. 640 590 3,92 34 624 4,48
2026-05-06 13F Finhabits Advisors LLC 180 983 2,91 9 782 3,47
2026-05-08 13F Crestmont Private Wealth LLC 295 395 2,29 15 966 2,85
2026-04-13 13F Cordant, Inc. 311 992 4,33 16 863 4,89
2026-06-01 13F Caerus Investment Advisors, LLC 4 442 4,62 240 5,26
2026-05-15 13F United Capital Financial Advisers, Llc 258 494 1,08 13 972 1,62
2026-05-14 13F C M Bidwell & Associates Ltd 26 738 7,02 1 445 7,59
2026-04-07 13F Anderson Hoagland & Co 227 141 13,21 12 277 13,82
2026-04-30 13F Arista Wealth Management, LLC 10 795 9,59 583 10,21
2026-04-14 13F Shrier Wealth Management, Llc 307 334 5,85 16 611 6,42
2026-04-10 13F Novem Group 25 570 0,19 1 382 0,73
2026-04-07 13F City Center Advisors, LLC 12 843 0,05 694 0,58
2026-05-12 13F One Capital Management, LLC 122 299 24,39 6 610 25,07
2026-04-22 13F TruNorth Capital Management, LLC 5 090 275
2026-04-28 13F Kingswood Wealth Advisors, Llc 14 540 24,08 786 24,80
2026-04-27 13F Prasad Wealth Partners, LLC 4 689 253
2026-05-01 13F Hohimer Wealth Management, Llc 70 439 3 807
2026-04-13 13F John W. Brooker & Co., CPAs 3 954 214
2026-01-16 13F Oldfather Financial Services, LLC 7 619 33,41 410 32,36
2026-04-24 13F Smithbridge Asset Management Inc/de 47 293 2 556
2026-05-14 13F Hara Capital LLC 1 480 80
2026-05-04 13F TrustBank 3 089 167
2026-05-14 13F Cwm, Llc 302 080 3,58 16 327 108 746,67
2026-04-20 13F Echo45 Advisors LLC 173 422 0,11 9 373 0,64
2026-04-21 13F FSA Investment Group, LLC 5 495 297
2026-05-15 13F Westwood Holdings Group Inc 90 402 4 886
2026-04-30 13F Kestra Advisory Services, LLC 839 700 4,31 45 386 4,88
2026-05-14 13F Milestone Asset Management Group, LLC 10 801 2,09 584 2,64
2026-04-23 13F Financial Guidance Group, Inc. 59 428 7,31 3 212 7,89
2026-04-15 13F Aspen Investment Management Inc 25 369 9,69 1 0,00
2026-05-13 13F Gibbs Wealth Management 13 890 751
2026-05-15 13F Silvercrest Asset Management Group Llc 441 150 3,17 23 844 3,73
2026-05-08 13F Smithfield Trust Co 1 027 520 2,22 55 3,77
2026-04-08 13F Winter & Associates, Inc. 36 235 47,36 1 957 48,15
2026-05-29 13F Krane Financial Solutions LLC 101 600 5 491
2026-02-05 13F Maxele Advisors, LLC 9 950 0,10 535 -0,74
2026-04-21 13F Mayport, Llc 37 154 49,63 2 008 50,52
2026-04-09 13F DHJJ Financial Advisors, Ltd. 2 433 0,70 132 1,55
2026-04-20 13F First Bancorp, Inc /ME/ 59 065 0,81 3 192 1,37
2026-04-21 13F Merkkuri Wealth Advisors LLC 28 2
2026-05-06 13F Cedar Point Capital Partners, LLC 124 355 2,98 6 721 3,54
2026-05-05 13F SOUTH STATE Corp 38 359 29,79 2 073 30,54
2026-04-14 13F Cohen Capital Management, Inc. 14 279 0,13 772 0,65
2026-05-12 13F Stephenson & Company, Inc. 119 335 1,82 6 450 2,38
2026-05-05 13F Regions Financial Corp 5 772 617 70,43 312 010 71,35
2026-05-05 13F Coquina Private Wealth LLC 4 549 12,79 246 13,43
2026-05-13 13F PKS Advisory Services, LLC 15 315 2,23 828 2,73
2026-05-13 13F Protective Life Corp 659 36
2026-04-28 13F Bogart Wealth, LLC 3 909 0,36 211 0,96
2026-04-17 13F United Advisor Group, LLC 39 737 1,41 2 148 1,95
2026-05-05 13F NerdWallet Wealth Partners, LLC 99 577 22,63 5 382 23,53
2026-04-22 13F Coastal Investment Advisors, Inc. 5 491 9,25 297 9,63
2026-05-14 13F Ade, Llc 13 580 9,43 734 9,90
2026-04-23 13F Drucker Wealth 3.0, LLC 79 099 1,22 4 275 1,79
2026-04-14 13F Vestia Personal Wealth Advisors 4 565 1,63 247 -2,38
2026-05-04 13F Texas Yale Capital Corp. 125 237 3,29 6 769 3,85
2026-04-16 13F BridgePort Financial Solutions, LLC 17 909 22,42 968 23,03
2026-05-07 13F Jefferies Financial Group Inc. 150 055 12,09 8 110 12,70
2026-05-15 13F Mercer Global Advisors Inc /adv 16 593 473 4,79 896 877 5,38
2026-05-11 13F Rinkey Investments 108 056 51,14 5 840 51,96
2026-04-28 13F SBI Okasan Asset Management Co.Ltd. 3 106 050 83,09 162 819 79,03
2026-04-23 13F Equita Financial Network, Inc. 13 671 1,78 739 2,22
2026-04-21 13F Old National Bancorp /in/ 673 377 18,41 36 396 19,05
2026-04-13 13F IFP Advisors, Inc 147 841 11,04 7 991 11,64
2026-05-04 13F Citizens National Bank Trust Department 18 1
2026-04-23 13F Mayflower Financial Advisors, LLC 26 589 9,32 1 437 9,95
2026-05-06 13F Advisortrust Partners, Llc 11 010 595
2026-04-02 13F Noble Wealth Management PBC 2 901 1,47 157 1,96
2026-04-09 13F Park Place Capital Corp 214 478 7,31 11 593 7,88
2026-04-29 13F BHK Investment Advisors, LLC 103 119 3,06 5 574 3,61
2026-04-20 13F City State Bank 38 584 3,83 2 085 4,41
2026-05-06 13F Meridian Wealth Management, LLC 49 571 4,24 2 679 4,77
2026-04-30 13F KLCM Advisors, Inc. 10 129 1,64 547 2,24
2026-05-15 13F Beacon Pointe Advisors, LLC 2 008 031 79,69 108 534 80,66
2026-05-14 13F Hrt Financial Lp 129 917 7
2026-05-14 13F Northern Oak Wealth Management Inc 113 089 3,92 6 112 4,48
2026-04-27 13F PFG Investments, LLC 15 744 14,42 851 15,02
2026-05-05 13F Shaker Investments Llc/oh 42 774 8,08 2 312 8,65
2026-05-15 13F Huntington National Bank 5 051 159 345 -0,97
2026-04-20 13F YANKCOM Partnership 91 852 12,97 4 965 13,59
2026-05-11 13F Brooklyn FI, LLC 349 752 3,16 18 904 3,72
2026-04-28 13F Meridian Investment Counsel Inc. 21 766 0,12 1 176 0,68
2026-05-05 13F Crestwood Advisors Group LLC 27 392 3,08 1 481 3,64
2026-05-07 13F Grandfield & Dodd, Llc 13 402 0,65 724 0,84
2026-05-14 13F Ballentine Partners, LLC 2 832 034 1,26 153 071 1,80
2026-04-17 13F Legacy Wealth Partners, LLC 56 620 2,80 3 060 3,34
2026-04-03 13F Coastline Trust Co 221 590 37,22 11 977 37,96
2026-05-12 13F Reyes Financial Architecture, Inc. 9 0
2026-04-23 13F Forum Financial Management, LP 13 783 12,06 745 12,56
2026-05-13 13F Freestone Capital Holdings, LLC 1 612 987 20,13 87 182 20,78
2026-04-16 13F IVC Wealth Advisors LLC 6 308 15,74 341 16,44
2026-04-20 13F KFA Private Wealth Group, LLC 4 249 3,94 230 4,57
2026-05-11 13F Emerald Investment Advisers, LLC 77 618 4 195
2026-04-23 13F Midwest Financial Partners Investments, Inc. 251 169 7,30 13 576 7,88
2026-05-06 13F Clifford Swan Investment Counsel Llc 11 301 1,80 611 2,35
2026-05-13 13F Cetera Investment Advisers 4 809 582 0,24 259 958 0,78
2026-05-08 13F Evolution Wealth Advisors, LLC 9 257 10,72 500 11,36
2026-04-10 13F Level Financial Advisors, Inc. 103 054 9,42 5 570 10,01
2026-04-28 13F Southern Michigan Bank & Trust 452 24
2026-05-04 13F Geneos Wealth Management Inc. 203 555 22,38 11 002 23,05
2026-05-15 13F Smartleaf Asset Management LLC 1 077 278 18,12 56 471 15,07
2026-04-10 13F Putney Financial Group LLC 13 397 724
2026-05-11 13F First Financial Bankshares Inc 949 065 0,40 51 297 0,94
2026-05-13 13F Alamar Capital Management, LLC 13 992 37,23 756 37,96
2026-05-14 13F Sentinel Advisory Group, LLC 9 980 539
2026-02-20 13F Verus Advisory, Inc. 146 068 7 858
2026-05-14 13F Keebeck Wealth Management, LLC 5 084 0,22 275 0,74
2026-04-13 13F Advocate Group Llc 168 220 6,47 9 092 7,05
2026-04-22 13F Benchmark Financial, LLC 8 025 19,60 434 20,28
2026-05-15 13F Qube Research & Technologies Ltd 18 186 241,84 983 243,36
2026-05-08 13F HORAN Wealth, LLC 38 268 100,00 2 058 100,19
2026-04-22 13F Jim Saulnier & Associates, Llc 15 917 17,75 860 18,46
2026-04-29 13F Lmcg Investments, Llc 71 178 3,15 3 847 3,72
2026-04-24 13F Twin City Private Wealth, Llc 6 640 1,08 359 1,42
2026-04-22 13F Caldwell Trust Co 11 353 5,09 614 5,69
2026-04-08 13F Whitcomb & Hess, Inc. 362 302 1,42 19 582 -2,04
2026-04-10 13F PFW Advisors LLC 168 028 0,03 9 082 0,56
2026-05-15 13F Mittelman Wealth Management 240 969 6,74 13 024 7,32
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 326 501 7,68 17 647 8,26
2026-05-12 13F Mission Financial Group, LLC 6 442 0,08 348 0,58
2026-05-08 13F Bokf, Na 3 385 545 3,19 182 989 3,75
2026-05-14 13F Nicolet Bankshares Inc 41 184 158,21 2 228 159,98
2026-04-20 13F Fiduciary Alliance LLC 7 228 21,72 420 31,35
2026-02-20 13F SB Capital Management Inc 5 613 302
2026-04-28 13F MBL Wealth, LLC 50 703 4,00 2 740 4,58
2026-05-11 13F Manchester Capital Management LLC 59 050 1,34 3 192 1,88
2026-04-14 13F American State Bank (Iowa) 6 340 5,05 343 5,56
2026-04-24 13F Wealth Care LLC 16 103 870
2026-05-13 13F Stembrook Asset Management, LLC 23 875 0,42 1 290 0,94
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 18 155 1,38 981 1,98
2026-04-10 13F Cooke Wealth Management, LLC 36 287 0,96 1 961 -2,68
2026-05-07 13F Tull Financial Group, Inc. 133 911 34,42 7 238 35,14
2026-04-08 13F Aurelius Family Office LLC 159 117 2,25 8 600 -0,03
2026-04-20 13F First PREMIER Bank 6 525 0,08 0
2026-04-13 13F/A Sunburst Financial Group, LLC 3 910 4,10 211 4,98
2026-05-15 13F Signal Tree Financial Partners Llc 84 058 2,07 4 543 2,62
2026-05-04 13F Westside Investment Management, Inc. 41 998 5,58 2 269 5,83
2026-04-22 13F Horizon Bancorp Inc /in/ 123 355,56 0
2026-05-14 13F Twin Tree Management, LP 21 439 1 159
2026-05-15 13F Security National Bank Of So Dak 8 476 7,33 458 8,02
2026-05-15 13F Perennial Investment Advisors, LLC 6 192 14,03 335 14,78
2026-05-08 13F Junk Investment Group, LLC 50 189 2 713
2026-05-08 13F Urban Financial Advisory Corp 9 718 24,48 525 25,30
2026-05-13 13F Scotia Capital Inc. 34 588 7,40 1 869 7,97
2026-05-08 13F Tfo-tdc, Llc 71 097 0,30 3 843 0,84
2026-04-17 13F Tectonic Advisors Llc 271 580 1,17 14 679 1,71
2026-05-12 13F Moneta Group Investment Advisors Llc 826 843 2,94 44 691 3,49
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3 315 831,18 179 842,11
2026-05-13 13F Archvest Wealth Advisors, Inc. 7 784 13,72 421 14,44
2026-04-17 13F Viewpoint Capital Management LLC 26 741 0,02 1 445 0,56
2026-04-24 13F Essex Financial Services, Inc. 18 488 2,73 999 3,31
2026-04-14 13F Arvest Investments, Inc. 380 896 1,53 20 587 2,08
2026-04-16 13F Greenfield Savings Bank 25 405 16,33 1 373 16,95
2026-05-06 13F Avalon Trust Co 228 12
2026-05-11 13F Montis Financial, LLC 7 750 21,97 419 22,58
2026-05-13 13F Owl Creek Wealth Partners LLC 2 074 112
2026-04-21 13F Armbruster Capital Management, Inc. 36 170 1,08 1 955 1,61
2026-05-11 13F Per Stirling Capital Management, LLC. 30 885 25,50 1 669 26,15
2026-05-14 13F Baird Financial Group, Inc. 7 028 898 10,59 379 912 11,19
2026-04-20 13F LS Investment Advisors, LLC 3 777 204
2026-04-16 13F Evolve Private Wealth, Llc 30 631 1 656
2026-05-15 13F Dimension Capital Management Llc 11 474 46,13 620 46,92
2026-05-05 13F Capital Investment Advisory Services, LLC 11 950 10,80 646 11,40
2026-04-13 13F Woodside Wealth Management LLC 4 936 0,10 267 0,38
2026-05-05 13F Sanctuary Advisors, LLC 437 965 7,23 23 672 7,81
2026-04-21 13F Davidson Investment Advisors 18 470 836
2026-04-22 13F Janney Montgomery Scott LLC 2 087 799 19,96 113 20,43
2026-05-01 13F Sovran Advisors, LLC 19 363 13,13 1 141 18,36
2026-05-14 13F EP Wealth Advisors, Inc. 7 672 486 6,77 414 698 7,34
2026-04-24 13F Keybank National Association/oh 2 658 888 3,02 143 713 3,57
2026-05-13 13F Mariner, LLC 14 027 303 7,54 757 768 8,06
2026-05-07 13F Sage Financial Group Inc 1 244 435 54,05 67 262 54,88
2026-05-04 13F Envestnet Asset Management Inc 39 564 716 11,68 2 138 473 12,28
2026-04-13 13F Cyndeo Wealth Partners, LLC 45 734 2,35 2 472 2,87
2026-04-20 13F Penobscot Wealth Management 232 078 7,69 12 544 8,26
2026-05-19 13F McIlrath & Eck, LLC 7 352 2,97 397 3,66
2026-05-07 13F Crewe Advisors LLC 119 211 24,86 6 443 25,55
2026-04-16 13F Brookstone Capital Management 496 122 1,18 26 815 1,73
2026-02-05 13F Wealth Advisory Team LLC 95 703 5,29 5 145 14,44
2026-04-16 13F GEN Financial Management, INC. 12 527 0,44 677 1,04
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 110 130 7,20 5 953 7,79
2026-04-21 13F Claro Advisors LLC 171 362 9 262
2026-05-14 13F Great West Life Assurance Co /can/ 30 725 7,52 2 0,00
2026-04-29 13F Cambridge Capital Management, Llc 28 480 0,80 1 539 1,38
2026-05-13 13F 49 Wealth Management, Llc 11 014 25,37 595 26,06
2026-05-12 13F Tower Bridge Advisors 19 371 1 047
2026-04-21 13F Mesirow Financial Investment Management, Inc. 234 308 21,69 12 664 22,36
2026-05-11 13F Allianz Se 370 197 6,41 20 009 6,99
2026-04-24 13F My Purposeful Wealth Corp. 14 771 9,60 798 10,22
2026-04-20 13F Apella Capital, LLC 1 959 368 4,05 115 955 14,54
2026-05-08 13F Prime Capital Investment Advisors, LLC 32 505 5,44 1 757 5,97
2026-05-13 13F Dynamic Wealth Strategies, LLC 24 514 3,89 1 325 4,42
2026-04-16 13F Capstone Wealth Management Group LLC 7 981 10,88 431 11,66
2026-05-12 13F Bbr Partners, Llc 14 656 7,25 792 7,90
2026-05-05 13F Sky-mountain Capital Management, Inc. 11 309 3,90 611 -1,29
2026-04-23 13F Fairway Wealth LLC 158 400 1,62 8 562 2,17
2026-06-01 13F Foguth Wealth Management, LLC. 9 510 4,99 569 14,49
2026-05-01 13F Smart Portfolios, LLC 26 208 0,89 1 417 1,43
2026-05-12 13F Voya Financial Advisors, Inc. 43 282 29,12 2 272 26,38
2026-04-13 13F Amplius Wealth Advisors, LLC 3 737 202
2026-04-21 13F Shepherd Street Advisors LLC 33 750 15,53 1 824 16,18
2026-01-29 13F Comerica Bank 1 527 887 39,80 82 139 38,72
2026-04-23 13F Ellenbecker Investment Group 531 819 6,81 28 745 7,39
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 192 044 0,93 10 380 1,48
2026-04-24 13F Stock Yards Bank & Trust Co 31 368 58,60 1 695 59,45
2026-04-01 13F First Financial Bank - Trust Division 6 780 0,10 366 0,55
2026-05-04 13F Principal Financial Group Inc 163 535 5,09 8 839 5,67
2026-04-16 13F Park National Corp /oh/ 61 221 224,76 3 309 226,55
2026-05-15 13F Okabena Investment Services Inc 279 045 4,59 15 082 5,15
2026-05-07 13F Manuka Financial, LLC 57 232 0,02 3 093 0,55
2026-04-15 13F Parsons Capital Management Inc/ri 101 787 3,13 5 502 3,69
2026-05-11 13F Optimist Retirement Group LLC 10 472 6,37 566 6,99
2026-04-23 13F Cornerstone Wealth Management, LLC 60 464 8,21 3 268 8,82
2026-04-28 13F Cohen Investment Advisors LLC 17 291 8,18 935 8,73
2026-05-15 13F Bank Of America Corp /de/ 144 806 250 23,20 7 826 778 23,87
2026-04-13 13F Gill Capital Partners, Llc 41 166 0,98 2 225 1,55
2026-05-13 13F Forthright Family Wealth Advisory LLC 11 814 117,41 493 68,84
2026-05-06 13F Bessemer Group Inc 1 584 300 1,04 86 1,19
2026-04-27 13F Baer Investment Advisory LLC 38 510 2 081
2026-04-24 13F American Institute for Advanced Investment Management, LLP 8 878 64,16 480 65,17
2026-04-29 13F First Interstate Bank 20 496 10,65 1 108 11,26
2026-05-15 13F TCG Advisory Services, LLC 148 122 596,23 8 006 600,35
2026-05-14 13F Vident Advisory, LLC 492 036 170,65 26 595 172,12
2026-05-06 13F Simon Quick Advisors, Llc 658 567 7,24 35 596 7,82
2026-04-07 13F Stonekeep Investments, LLC 153 268 7,32 8 284 118 242,86
2026-05-15 13F Gateway Wealth Partners, LLC 37 129 760,46 2 007 768,40
2026-05-15 13F Sierra Capital LLC 176 780 15,90 10 12,50
2026-05-08 13F Stephens Greth Foundation 446 625 384,04 24 140 386,69
2026-05-13 13F Ameritas Investment Partners, Inc. 256 901 13,19 13 886 13,80
2026-05-15 13F Bridgewater Associates, LP 2 721 740 4,48 147 110 5,04
2026-04-09 13F Freestate Advisors LLC 10 366 7,93 560 8,53
2026-02-13 13F Colony Group, LLC 3 512 625 7,63 188 423 6,51
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 25 564 174,76 1 382 176,20
2026-05-01 13F Granite Bay Wealth Management, LLC 7 158 387
2026-04-30 13F Ramsay, Stattman, Vela & Price, Inc. 29 386 4,53 1 588 5,10
2026-04-13 13F Chesley Taft & Associates LLC 69 296 19,69 3 745 20,34
2026-04-30 13F Nuveen, LLC 1 189 959 19,73 64 317 20,38
2026-04-22 13F BluePath Capital Management, LLC 5 618 304
2026-04-24 13F Brown Financial Advisory 7 990 432
2026-04-09 13F Noble Family Wealth, LLC 38 997 7,85 2 108 8,44
2026-04-07 13F GK Wealth Management LLC 74 749 3 918
2026-04-21 13F J2 Capital Management Inc 21 865 12,06 1 182 12,69
2026-05-01 13F FDx Advisors, Inc. 4 505 1,74 0
2026-05-14 13F Sloy Dahl & Holst, LLC 8 728 6,45 472 7,05
2026-04-21 13F Northern Lights Advisors, Inc. 79 042 1,72 4 272 2,27
2026-04-27 13F Portland Financial Advisors Inc 9 544 1,01 516 1,58
2026-05-14 13F Gamco Investors, Inc. Et Al 73 859 139,89 3 992 141,21
2026-05-04 13F Greenspring Advisors, LLC 47 131 1,26 2 547 1,80
2026-04-08 13F Evanson Asset Management, LLC 52 061 0,65 2 814 1,19
2026-05-15 13F Gould Capital, LLC 131 348 6,46 7 099 7,04
2026-04-17 13F Integrated Capital Management, LLC 62 697 3,68 3 389 4,25
2026-04-07 13F Alpha Omega Wealth Management LLC 11 888 0,02 643 0,63
2026-05-20 13F TrueWealth Financial Partners 265 886 14 371
2026-05-06 13F Greenwood Gearhart Inc 6 512 352
2026-05-12 13F IPG Investment Advisors LLC 6 333 342
2026-04-28 13F Whittier Trust Co 1 177 251 7,19 63 583 4,15
2026-04-08 13F LifeGuide Financial Advisors, LLC 36 518 1,17 1 974 -0,45
2026-05-06 13F Fort Sheridan Advisors Llc 65 142 8,41 3 521 8,98
2026-04-15 13F City Holding Co 49 753 14,74 2 688 15,36
2026-05-07 13F Oak Harbor Wealth Partners, Llc 18 407 42,87 995 43,64
2026-04-29 13F Marino, Stram & Associates Llc 7 393 0,41 400 1,01
2026-05-11 13F Sage Mountain Advisors LLC 6 472 3,60 350 4,18
2026-05-12 13F SGL Investment Advisors, Inc. 15 638 13,05 944 21,81
2026-04-16 13F Waystone Advisors Llc 4 591 248
2026-02-13 13F Nicolet Advisory Services, Llc 12 805 46,26 721 50,63
2026-04-23 13F Brown Miller Wealth Management, LLC 80 217 30,01 4 336 30,73
2026-05-07 13F Forum Finance Group S.A. 3 051 0
2026-05-07 13F Harbor Advisory Corp /ma/ 239 540 2,46 12 947 3,02
2026-04-24 13F Clarity Wealth Advisors, LLC 7 737 5,01 418 5,56
2026-05-15 13F Cape Investment Advisory, Inc. 9 424 4,53 509 5,17
2026-05-18 13F Strategic Investment Advisors / MI 452 200 6,89 24 442 7,47
2026-02-06 13F Global Retirement Partners, LLC 391 859 35,57 21 066 34,52
2026-05-07 13F Sagespring Wealth Partners, Llc 9 024 74,99 488 75,81
2026-05-12 13F Innovative Asset Advisors Group, LLC 100 5
2026-04-29 13F CVA Family Office, LLC 9 042 29,32 489 30,13
2026-05-05 13F LOM Asset Management Ltd 9 565 25,20 517 25,85
2026-05-08 13F Mystic Asset Management, Inc. 6 881 17,00 372 17,41
2026-04-21 13F Sequent Planning LLC 22 387 35,50 1 210 36,26
2026-05-12 13F Vista Cima Wealth Management LLC 37 899 2 048
2026-05-14 13F PlanVest Financial, Inc 44 184 2 388
2026-04-21 13F WealthNavi Inc. 16 101 944 1,54 870 2,11
2026-05-13 13F Federation des caisses Desjardins du Quebec 42 339 0,66 2 288 1,19
2026-05-15 13F Evercore Wealth Management, LLC 208 764 46,93 11 284 47,72
2026-04-16 13F Clark Asset Management, LLC 1 053 450 10,03 56 939 10,62
2026-05-13 13F 1620 Investment Advisors, Inc. 187 10
2026-02-17 13F Stark Wealth Management LLC 35 468 1 562
2026-04-17 13F Sovereign Financial Group, Inc. 234 069 8,83 12 651 9,42
2026-05-15 13F Carret Asset Management, Llc 27 799 0,91 1 503 1,42
2026-04-15 13F Cypress Financial Planning Llc 190 806 1,55 10 313 2,02
2026-05-05 13F Valtinson Bruner Financial Planning LLC 5 703 308
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 282 811 1,28 15 286 1,83
2026-04-23 13F DiPaolo Financial Group, Inc. 130 276 18,72 7 041 19,36
2026-05-15 13F Integrated Wealth Concepts LLC 985 324 26,63 53 257 27,31
2026-05-11 13F Madden Advisory Services, Inc. 23 617 4,30 1 276 4,85
2026-04-15 13F Verum Partners LLC 45 203 4,11 2 443 4,67
2026-04-14 13F Peak Wealth Management LLC 4 073 220
2026-05-01 13F Mutual Advisors, LLC 601 281 6,00 32 499 6,57
2026-05-08 13F Walleye Trading LLC Put 21 300 1 320,00 1 151 1 338,75
2026-04-29 13F Garde Capital, Inc. 524 563 1,25 28 353 1,80
2026-04-30 13F Money Concepts Capital Corp 209 059 3,80 11 300 4,36
2026-04-22 13F My Personal CFO, LLC 24 647 0,17 1 332 0,76
2026-05-13 13F Archetype Wealth Partners 2 886 0
2026-01-16 13F Trust Co Of Vermont 127 358 18,57 6 847 17,65
2026-05-12 13F Red Reef Advisors Llc 13 341 13,89 721 14,63
2026-04-23 13F Oppenheimer & Co Inc 306 744 24,38 16 580 25,06
2026-05-13 13F BlackRock, Inc. 4 507 896 2,19 243 652 2,74
2026-04-23 13F Kagan Cocozza Asset Management 97 244 14,06 5 256 14,68
2026-04-27 13F Mount Yale Investment Advisors, LLC 28 401 309,53 1 535 312,63
2026-04-10 13F Green Ridge Wealth Planning LLC 46 157 5,14 2 495 5,68
2026-04-22 13F Sendero Wealth Management, LLC 9 902 4,19 535 4,90
2026-04-21 13F Encompass Wealth Advisors, Llc 27 557 1,29 1 489 1,85
2026-05-07 13F Basepoint Wealth LLC 4 343 27,70 235 28,57
2026-05-15 13F Transamerica Financial Advisors, Inc. 16 597 56,56 897 57,64
2026-05-04 13F Nwam Llc 95 891 6,46 5 183 2,76
2026-05-13 13F Adviser Investments LLC 4 518 470 7,97 244 223 8,55
2026-04-16 13F CWC Advisors, LLC. 21 314 3,57 1 152 4,16
2026-05-11 13F Fiduciary Group LLC 164 762 2,44 8 905 2,98
2026-05-14 13F Dynasty Wealth Management, Llc 60 246 1,47 3 256 2,01
2026-05-13 13F Aureus Asset Management, LLC 71 963 19,43 3 890 20,07
2026-04-14 13F BSW Wealth Partners 49 228 0,56 2 661 1,10
2026-05-15 13F Advisory Services Network, LLC 252 200 5,22 13 631 5,79
2026-04-29 13F Nicholas Hoffman & Company, LLC. 6 630 184 0,30 358 361 0,84
2026-05-11 13F Clarendon Private LLC 7 609 21,57 411 22,32
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 33 979 5,85 2 004 16,17
2026-05-14 13F Northern Trust Corp 50 333 913 6,44 2 720 548 7,01
2026-04-21 13F BCS Private Wealth Management, Inc. 4 072 220
2026-05-15 13F Zuckerman Investment Group, LLC 533 970 3,15 28 861 3,71
2026-05-14 13F Evoke Wealth, Llc 1 885 136 10,78 101 892 11,37
2026-03-04 13F Henson-Edgewater Management, LLC 96 251 5 174
2026-05-13 13F Natixis Advisors, L.p. 417 140 9,11 23 10,00
2026-05-04 13F WJ Financial Advisors LLC 4 804 260
2026-04-24 13F Petros Family Wealth, LLC 58 054 3,76 3 138 4,32
2026-05-13 13F Strategic Financial Concepts, LLC 4 912 275
2026-05-15 13F Note Advisors, LLC 10 647 7,53 575 3,60
2026-05-05 13F Clear Harbor Asset Management, LLC 80 046 77,77 4 327 78,76
2026-05-06 13F North Star Asset Management Inc 141 570 8,79 7 652 9,36
2026-05-12 13F Rsm Us Wealth Management Llc 3 243 897 11,07 175 330 11,57
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 50 3
2026-05-11 13F Vantagepoint Investment Advisers Llc 2 740 660 21,26 148 133 21,92
2026-05-07 13F Florida Financial Advisors, Llc 5 525 299
2026-04-03 13F Ridgewood Investments LLC 8 457 39,79 457 39,76
2026-05-06 13F Angeles Wealth Management, Llc 68 488 0,24 3 702 0,76
2026-04-06 13F Private Client Services, Llc 195 338 3,02 10 558 3,58
2026-04-29 13F Duncker Streett & Co Inc 11 052 24,39 597 25,16
2026-05-07 13F Lowe Brockenbrough & Co Inc 105 961 0,79 5 727 1,34
2026-05-15 13F JT Stratford LLC 29 207 11,29 1 579 11,91
2026-05-08 13F LaSalle St. Investment Advisors, LLC 21 416 57,37 1 158
2026-05-15 13F Tradition Wealth Management, LLC 12 053 1,71 651 2,20
2026-05-13 13F Monetary Management Group Inc 1 250 68
2026-05-08 13F Roundview Capital LLC 155 467 18,83 8 403 19,48
2026-05-08 13F Cornerstone Financial Management LLC 25 773 8,42 1 393 9,08
2026-04-27 13F Beacon Financial Advisory LLC 18 448 4,81 997 5,39
2026-04-27 13F AMG Asset Management Group, Inc. 4 719 255
2026-04-27 13F Sound Income Strategies, LLC 10 155 20,12 550 16,28
2026-04-27 13F Soltis Investment Advisors LLC 197 406 9,58 10 670 10,17
2026-04-17 13F High Net Worth Advisory Group LLC 18 113 3,49 979 4,15
2026-05-01 13F Harwood Advisory Group, LLC 600 383,87 32 433,33
2026-05-11 13F Financial Perspectives, Inc 8 632 1,65 467 2,19
2026-04-21 13F Hudson Oak Wealth Advisory LLC 74 285 1,40 4 015 1,96
2026-05-12 13F First Western Trust Bank 75 749 903,56 4 094 910,86
2026-04-07 13F Abacus Planning Group, Inc. 158 465 0,50 8 565 1,05
2026-05-12 13F Awm Capital, Llc 27 903 1 508
2026-05-15 13F Chilton Investment Co Llc 38 521 74,25 2 082 75,25
2026-03-09 13F Lifetime Wealth Management P.C. 8 272
2026-04-28 13F Whittier Trust Co Of Nevada Inc 1 161 279 3,77 62 721 0,82
2026-04-20 13F Global Financial Private Client, LLC 36 279 4,03 1 961 4,59
2026-04-24 13F Peoples Bank /oh 28 825 1 558
2026-04-09 13F Mechanics Bank Trust Department 102 921 144,02 5 563 145,35
2026-04-28 13F Belpointe Asset Management LLC 44 608 4,19 2 411 4,78
2026-04-23 13F Fairman Group, LLC 5 043 1,78 273 2,26
2026-04-10 13F Prosperity Planning, Inc. 16 497 9,24 892 9,86
2026-05-01 13F/A Custom Index Systems, Llc 36 651 56,74 1 981 57,52
2026-04-21 13F Northeast Investment Management 203 117 8,24 10 978 8,83
2026-04-23 13F Prosperity Advisers, LLC 136 232 7,37 7 363 7,95
2026-05-13 13F Argent Trust Co 222 493 167,82 12 026 169,26
2026-02-17 13F Running Point Capital Advisors, LLC 58 127 0,46 3 125 -0,32
2026-04-15 13F Seacrest Wealth Management, Llc 9 827 33,48 531 30,79
2026-04-28 13F Retirement Financial Solutions, Llc 300 115 2,47 16 221 3,03
2026-04-27 13F Integrity Wealth Partners, LLC 3 804 206
2026-04-24 13F Sage Investment Counsel LLC 8 389 0,83 453 1,34
2026-05-04 13F Brickley Wealth Management 58 642 0,45 3 170 0,99
2026-05-05 13F Eukles Asset Management 17 197 4,17 929 4,74
2026-05-14 13F Panagora Asset Management Inc 151 087 8 166
2026-04-27 13F S.A. Mason LLC 8 078 71,14 437 72,33
2026-04-28 13F DGS Capital Management, LLC 21 014 32,12 1 136 32,75
2026-04-06 13F Washington Trust Advisors, Inc. 17 733 4,54 958 5,16
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 46 495 7,63 2 513 8,23
2026-05-11 13F Seeds Investor Llc 19 536 1 133
2026-04-29 13F Sunrise Financial Services, LLC 1 108 42,97 60 43,90
2026-05-11 13F Becker Capital Management Inc 100 099 2,85 5 410 3,40
2026-04-13 13F Bourgeon Capital Management Llc 6 198 335
2026-05-11 13F OpenArc Corporate Advisory, LLC 488 946 165,09 26 428 166,54
2026-05-08 13F Stelac Advisory Services LLC 7 770 420
2026-04-20 13F Keudell/Morrison Wealth Management 21 225 3,18 1 147 3,80
2026-04-09 13F Brown Wealth Management, Llc 168 380 43,33 9 101 44,10
2026-04-21 13F Nemes Rush Group LLC 719 12,70 39 11,76
2026-04-21 13F Maltin Wealth Management, Inc. 104 413 11,32 5 644 11,92
2026-05-01 13F Hantz Financial Services, Inc. 27 814 11,56 2 0,00
2026-05-07 13F Next Capital Management LLC 10 720 7,76 579 8,43
2026-05-11 13F Wealth Management Strategies, Inc. 85 528 6,37 4 623 6,94
2026-04-28 13F Life Planning Partners, Inc 50 185 1,36 2 713 1,92
2026-05-12 13F Atlantic Union Bankshares Corp 207 742 0,55 11 228 1,10
2026-04-30 13F ETF Store, Inc. 9 852 3,96 533 4,52
2026-05-08 13F Strategic Financial Services, Inc, 15 550 18,50 840 11,85
2026-05-18 13F Vestwell Advisors, LLC 3 639 12,95
2026-04-30 13F Forza Wealth Management, LLC 8 424 0,32 455 0,89
2026-05-15 13F Fmr Llc 1 916 890 4,95 103 608 5,51
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 20 042 115,14 1 083 101,68
2026-05-12 13F Bank of Jackson Hole Trust 16 418 6,46 887 7,00
2026-04-13 13F Affinity Capital Advisors, LLC 15 022 0,41 812 0,87
2026-04-15 13F PW Nova Financial Services LLC 6 044 21,63 327 19,41
2026-05-07 13F Dravo Bay Llc 128 137 1,19 6 926 1,73
2026-05-12 13F TIAA Wealth Investment Management LLC 9 645 506
2026-04-22 13F Lam Group, Inc. 16 897 12,61 913 13,28
2026-04-20 13F Segment Wealth Management, LLC 6 160 333
2026-04-28 13F GM Advisory Group, Inc. 9 031 120,11 488 121,82
2026-04-14 13F GoalFusion Wealth Management, LLC 107 568 2,56 5 814 3,12
2026-04-29 13F Mondrian Investment Partners LTD 3 194 57,34 173 57,80
2026-05-15 13F Obsido Oy 194 118 7,98 10 492 8,57
2026-04-14 13F Baldwin Brothers Inc/ma 19 719 5,60 1 066 6,18
2026-05-15 13F/A Arrowroot Family Office, LLC 191 869 35,70 10 371 36,45
2026-05-11 13F Wells Fargo & Company/mn Put 549 500 65,26 29 700 66,15
2026-04-28 13F BLB&B Advisors, LLC 2 722 137 3,02 147 131 3,58
2026-04-22 13F Capital Management Associates, Inc 13 367 1,63 722 2,12
2026-04-08 13F Wealthspan Partners, Llc 13 440 5,74 726 6,30
2026-04-24 13F Private Advisor Group, LLC 762 658 5,16 41 222 5,73
2026-05-14 13F Battery Global Advisors, LLC 167 405 3 583,28 9 048 840,54
2026-05-04 13F Wsfs Capital Management, Llc 91 409 6,10 4 941 6,67
2026-04-23 13F Summit Wealth Group Llc / Co 30 177 41,74 1 631 42,57
2026-05-14 13F Legacy Bridge, LLC 22 196 15,86 1 200 16,52
2026-04-22 13F Aureum Wealth Management, LLC 18 028 7,53 974 8,10
2026-05-11 13F Empire Life Investments Inc. 3 663 199
2026-04-22 13F Arcadia Investment Management Corp/mi 12 761 1,03 690 1,47
2026-05-12 13F GGM Financials LLC 173 9
2026-04-21 13F LCM Capital Management Inc 7 427 1,82 401 2,30
2026-05-18 13F Centaurus Financial, Inc. 33 060 11,28 2 0,00
2026-05-15 13F Advisor Group Holdings, Inc. 2 898 438 5,17 156 709 5,73
2026-05-14 13F Plum Street Advisors, LLC 16 343 1,06 883 1,61
2026-05-13 13F NFP Retirement, Inc. 265 869 9,20 14 370 9,79
2026-05-07 13F Titan Global Capital Management Usa Llc 207 709 12,98 11 227 13,59
2026-05-14 13F Dorsey & Whitney Trust CO LLC 130 554 1,06 7 056 1,61
2026-04-08 13F Prospera Capital Management, LLC 5 624 4,65 304 5,21
2026-05-13 13F Ubs Asset Management Americas Inc 280 958 347,28 15 186 349,79
2026-04-22 13F Krm Wealth Management L.l.c. 79 047 13,41 4 272 14,01
2026-04-13 13F Lake Street Financial Llc 35 194 50,20 1 902 51,07
2026-04-27 13F Latitude Advisors, LLC 5 254 0,08 284 0,35
2026-05-15 13F Quadrature Capital Ltd 18 669 1 009
2026-05-01 13F BKD Wealth Advisors, LLC 173 062 0,30 9 354 0,84
2026-04-21 13F E&G Advisors, LP 77 470 1,82 4 185 2,37
2026-05-13 13F Balanced Rock Investment Advisor 9 689 2,66 524 3,16
2026-05-15 13F Cresset Asset Management, LLC 1 591 587 9,16 86 025 9,75
2026-05-06 13F Sound View Wealth Advisors Group, LLC 22 007 0,79 1 189 1,36
2026-05-08 13F Payne Capital Management, LLC 415 003 3,31 22 431 3,86
2026-04-15 13F Hengehold Capital Management Llc 4 242 10,33 229 11,17
2026-04-15 13F Rs Crum Inc. 37 226 2,20 2 012 2,76
2026-05-11 13F Newport Capital Group, LLC 75 409 2,92 4 076 3,48
2026-04-27 13F FF Advisors,LLC 209 457 5,25 12 132 13,38
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 5 710 1,17 309 1,65
2026-04-30 13F SkyOak Wealth, LLC 116 987 4,11 6 323 4,69
2026-05-13 13F Garden State Investment Advisory Services LLC 57 846 0,49 3 131 1,03
2026-05-01 13F Fifth Third Bancorp 2 941 703 67,74 158 999 68,65
2026-05-14 13F Standard Family Office LLC 199 747 9,92 10 796 10,51
2026-04-03 13F Global Wealth Strategies & Associates 108 862 7 720,55 5 884 7 850,00
2026-04-29 13F Ascent Advisors, LLC 59 844 5 640
2026-05-15 13F Susquehanna International Group, Llp Call 325 900 49,70 17 615 50,51
2026-05-15 13F Greenline Partners, LLC 447 428 0,00 24 183 0,54
2026-05-15 13F Susquehanna International Group, Llp Put 54 100 35,93 2 924 36,70
2026-05-14 13F Sand Hill Global Advisors, LLC 3 228 121 2,97 174 480 3,53
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 84 927 25,94 4 546 25,68
2026-05-15 13F Armis Advisers, LLC 18 521 7,81 1 110 23,06
2026-05-15 13F Quantitative Investment Management, LLC 78 358 40,09 4 33,33
2026-05-04 13F 1st Source Bank 88 597 10,35 4 789 10,94
2026-05-13 13F Trustco Bank Corp N Y 3 862 209
2026-05-14 13F Aspen Grove Capital, LLC 71 109 0,14 3 844 0,68
2026-04-10 13F Charles Schwab Trust Co 186 864 2,91 10 100 3,46
2026-05-15 13F Vista Investment Management 56 872 0,65 3 074 1,19
2026-05-13 13F Private Wealth Advisors, LLC 117 921 37,91 6 374 38,66
2026-04-30 13F GreatBanc Trust CO 33 847 0,66 1 829 1,22
2026-04-30 13F Whipplewood Advisors, LLC 31 429 6,22 1 699 6,79
2026-05-05 13F Haven Private, LLC 4 269 231
2026-04-15 13F Retirement Investment Advisors, Inc. 26 427 0,11 1 421 0,07
2026-04-09 13F Wedmont Private Capital 3 280 863 8,38 185 369 10,83
2026-04-21 13F Mayfair Advisory Group, LLC 8 382 0,62 453 -0,88
2026-01-30 13F Caldwell Securities, Inc 3 856 1,18 207 0,49
2026-04-14 13F Approach Retirement Advisors, LLC 7 624 6,05 412 6,74
2026-04-29 13F BEAM Asset Management, LLC 21 977 1 188
2026-05-14 13F/A Leo H. Evart, Inc. 542 29
2026-05-06 13F VSM Wealth Advisory, LLC 64 742 1,22 3 499 1,80
2026-05-15 13F Vawter Financial, Ltd. 8 516 0,35 460 0,88
2026-04-14 13F Plancorp, LLC 149 788 5,95 8 500 11,84
2026-04-17 13F RFG Advisory, LLC 161 451 17,86 8 726 18,50
2026-05-01 13F Global Assets Advisory, LLC 31 096 14,55 1 681 15,15
2026-05-14 13F Novak & Powell Financial Services, Inc. 32 055 2,46 1 733 3,03
2026-04-14 13F Patriot Investment Management Inc. 924 655 0,64 49 978 1,18
2026-04-30 13F Graetz Wealth LLC 83 454 3,83 4 511 4,40
2026-05-11 13F Sidoxia Capital Management, LLC 17 055 922
2026-04-15 13F Horizon Financial Services, Llc 48 3
2026-05-07 13F JMG Financial Group, Ltd. 2 930 327 1,67 158 384 2,22
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