GB:0LOS / Vanguard Index Funds - Vanguard Total Stock Market ETF – Własność instytucjonalna – Sprzedawcy

Vanguard Index Funds - Vanguard Total Stock Market ETF
GB ˙ LSE ˙ US9229087690
365,90 USD ↓ -7,85 (-2,10%)
2026-06-05
CENA AKCJI
Własność instytucjonalna i funduszowa – Sprzedający

Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij ikonę linku, aby zobaczyć pełną historię transakcji.

Zaktualizujaby odblokować dane premii.

Data pliku Źródło Inwestor Typ Średnia cena
(Est)		 Akcje Akcje; Δ 
(%)		 Zgłoszono
Wartość
($1000)		 Wartość; Δ 
(%)		 Przydział portu
(%)
2026-04-28 13F Probity Advisors, Inc. 2 810 -2,12 901 -6,34
2026-05-04 13F RAM Investment Partners, LLC 4 258 -0,37 1 366 -4,61
2026-04-28 13F Stratos Wealth Partners, LTD. 225 379 -4,63 72 304 -8,75
2026-04-22 13F Apollon Wealth Management, LLC 70 440 -3,87 22 598 -8,02
2026-05-06 13F Fiduciary Wealth Partners, LLC 1 594 -36,09 512 -38,88
2026-02-17 13F Trexquant Investment LP 0 -100,00 0 -100,00
2026-04-28 13F Fortitude Advisory Group L.L.C. 3 496 -9,52 1 121 -13,44
2026-04-22 13F WestEnd Advisors, LLC 40 -2,44 13 -7,69
2026-05-13 13F Cynosure Management, Llc 13 150 -0,02 4 219 -4,33
2026-04-23 13F Industrial Alliance Investment Management Inc. 63 176 -3,42 20 -4,76
2026-02-05 13F USAdvisors Wealth Management, LLC 0 -100,00 0
2026-05-11 13F Loudon Investment Management, LLC 3 254 -0,43 1 044 -4,75
2026-02-12 13F Litman Gregory Asset Management LLC 249 749 -1,75 83 733 0,38
2026-05-13 13F Syon Capital Llc 3 843 -4,45 1 233 -8,61
2026-04-28 13F Unison Advisors LLC 4 038 -0,47 1 296 -4,78
2026-04-21 13F Roth Financial Partners LLC 1 237 -7,27 397 -11,41
2026-04-10 13F Marshall Financial Group LLC 1 259 -6,46 404 -10,64
2026-04-17 13F Monticello Wealth Management, Llc 27 288 -1,24 8 754 -5,51
2026-05-13 13F Signature Equity Partners, LLC 473 -5,78 152 -10,12
2026-05-14 13F Johns Hopkins University 1 133 -13,51 363 -17,31
2026-04-13 13F Bank of New Hampshire 2 865 -0,17 919 -4,47
2026-05-15 13F Second Line Capital, LLC 0 -100,00 0
2026-05-06 13F World Equity Group, Inc. 2 816 -9,10 904 -13,01
2026-05-05 13F Correct Capital Wealth Management 766 -59,94 246 -61,78
2026-04-16 13F Poinciana Advisors Group, Llc 3 174 -1,79 1 018 -6,00
2026-02-17 13F Integrity Wealth Advisors, Inc. 0 -100,00 0
2026-04-28 13F Private Wealth Partners, LLC 5 462 -35,21 1 752 -38,00
2026-04-08 13F Thompson Investment Management, Inc. 9 507 -0,37 3 050 -4,69
2026-04-10 13F Perigon Wealth Management, LLC 110 148 -18,33 35 337 -21,85
2026-05-12 13F M Holdings Securities, Inc. 42 395 -9,53 14 -6,67
2026-04-29 13F Geneva Partners, LLC 1 851 -0,05 594 -4,35
2026-05-15 13F Wellspring Financial Advisors, LLC 6 161 979 -0,16 56 084 -9,16
2026-04-02 13F Lvm Capital Management Ltd/mi 677 -6,88 0
2026-04-28 13F Philip James Wealth Mangement, LLC 32 248 -30,25 10 346 -33,26
2026-04-28 13F Quent Capital, LLC 2 604 -3,80 836 -7,94
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 2 253 -18,69 723 -22,28
2026-05-14 13F Fca Corp /tx 5 456 -8,75 1 750 -12,67
2026-05-06 13F Proffitt & Goodson Inc 173 405 -0,17 55 630 -4,47
2026-04-23 13F Sawyer & Company, Inc 3 151 -0,13 1 011 -4,45
2026-04-29 13F PCB Capital LLC 881 -1,45 283 -5,69
2026-05-01 13F Johnson Investment Counsel Inc 68 002 -2,83 21 816 -7,02
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100,00 0
2026-05-15 13F Wright Wealth Llc 0 -100,00 0
2026-04-15 13F Northbridge Financial Group, Llc 3 574 -19,56 1 210 -18,74
2026-04-14 13F West Branch Capital LLC 432 -13,43 139 -17,37
2026-01-21 13F Balance Wealth, LLC 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 451 161 -0,17 144 737 -2,85
2026-04-29 13F Kaydan Wealth Management, Inc. 16 130 -1,55 5 175 -5,81
2026-04-30 13F Paladin Advisory Group, LLC 9 102 -0,50 2 920 -4,79
2026-01-20 13F Austin Private Wealth, LLC 6 655 -8,59 2 231 -6,61
2026-05-12 13F Smith Chas P & Associates Pa Cpas 2 978 -0,13 955 -4,40
2026-04-21 13F Next Level Wealth Planning, LLC 45 370 -1,97 14 555 -6,20
2026-04-21 13F Compass Advisory Group LLC 62 975 -0,34 20 203 -4,64
2026-04-27 13F Investors Asset Management Of Georgia Inc /ga/ /adv 7 453 -1,40 2 391 -5,68
2026-04-15 13F Adamsbrown Wealth Consultants Llc 2 295 -9,18 736 -13,11
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-04-29 13F Sageworth Trust Co 1 124 957 -2,27 360 897 -6,48
2026-05-12 13F/A Signature Securities Group Corporation 14 025 -8,21 4 499 -12,18
2026-04-10 13F Aquire Wealth Advisors, LLC 6 584 -4,15 2 112 -8,29
2026-06-03 13F DBK Financial Counsel, LLC 13 654 -2,29 4 380 -6,51
2026-05-06 13F Hamilton Point Investment Advisors, LLC 167 -38,83 54 -41,76
2026-04-20 13F Watchman Group, Inc. 749 -21,90 240 -25,23
2026-05-14 13F Johnson Financial Group, LLC 154 167 -8,95 49 458 -12,87
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 1 779 -6,81 571 -10,94
2026-05-14 13F Fortis Advisors, LLC 1 555 -84,28 499 -84,99
2026-05-05 13F Rockport Wealth LLC 934 -3,11 300 -7,43
2026-04-17 13F Community Bank of Raymore 3 484 -13,78 1 118 -17,50
2026-04-17 13F Clear Trail Advisors, LLC 4 142 -2,97 1 329 -7,20
2026-04-15 13F Marathon Strategic Advisors, LLC 2 546 -23,06 817 -26,42
2026-05-11 13F Fourth Dimension Wealth, LLC 7 949 -3,83 2 550 -7,98
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 3 613 -1,26 1 159 -5,46
2026-04-09 13F VERITY Wealth Advisors Put 0 -100,00 0 -100,00
2026-04-21 13F Dougherty Wealth Advisers LLC 235 -22,95 75 -26,47
2026-05-04 13F Stirlingshire Investments, Inc. 8 627 -0,37 2 768 -4,68
2026-05-06 13F Pacitti Group Inc. 0 -100,00 0
2026-05-13 13F Fusion Capital, LLC 1 632 -3,66 524 -7,92
2026-04-09 13F Peterson Wealth Advisors, LLC 48 800 -2,34 15 656 -6,55
2026-05-04 13F Element Wealth, LLC 12 484 -9,03 4 005 -12,96
2026-05-05 13F Prosperity Consulting Group, LLC 10 648 -0,82 3 416 -5,08
2026-04-14 13F Papp L Roy & Associates 7 724 -3,38 2 478 -7,57
2026-04-23 13F Simmons Bank 8 452 -2,05 2 711 -6,29
2026-04-08 13F Olistico Wealth, LLC 42 863 -11,46 13 751 -15,28
2026-05-15 13F Parkwood LLC 0 -100,00 0
2026-05-12 13F Vaughan David Investments Inc/il 641 -7,64 0
2026-05-05 13F BCGM Wealth Management, LLC 2 414 -6,51 774 -10,52
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 3 874 -27,10 1 243 -30,26
2026-04-14 13F Joule Financial, LLC 1 436 -0,97 461 -5,35
2026-05-14 13F Solstein Capital, LLC 3 513 -55,23 1 127 -57,15
2026-05-15 13F Horizon Kinetics Asset Management Llc 922 -0,86 296 -5,14
2026-05-13 13F B&D White Capital Company, LLC 100 649 -1,95 32 289 -6,18
2026-04-17 13F Riverbridge Partners Llc 786 -40,41 252 -42,99
2026-05-12 13F BOK Financial Private Wealth, Inc. 14 894 -2,62 4 778 -6,81
2026-01-14 13F BFI Infinity Ltd. Put 0 -100,00 0 -100,00
2026-04-22 13F J. Team Financial, Inc. 1 057 -11,40 339 -15,25
2026-04-28 13F Winthrop Capital Management, LLC 4 520 -11,86 1 0,00
2026-05-01 13F Coordinated Financial Services, Inc. 12 467 -3,78 4 000 -7,94
2026-02-10 13F Impact Partnership Wealth, LLC 0 -100,00 0
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-11 13F CAPROCK Group, Inc. 891 081 -0,38 285 868 -4,68
2026-05-01 13F Arq Wealth Advisors, Llc 24 178 -1,11 7 757 -5,38
2026-04-30 13F Sollinda Capital Management LLC 1 098 -16,44 352 -20,00
2026-05-04 13F Procyon Private Wealth Partners, LLC 182 106 -2,53 58 421 -6,74
2026-05-14 13F Permanent Capital Management, LP 21 645 -8,77 7 666 -3,62
2026-04-17 13F Vermillion Wealth Management, Inc. 3 344 -10,13 1 073 -14,03
2026-05-13 13F Tobias Financial Advisors, Inc. 2 336 -6,26 749 -10,30
2026-04-07 13F Legacy Private Trust Co. 487 405 -1,51 156 364 -5,76
2026-05-08 13F Paulson Wealth Management Inc. 5 297 -2,54 1 699 -6,75
2026-04-15 13F Cypress Wealth Services, LLC 2 579 -37,13 827 -39,85
2026-05-13 13F NewEdge Wealth, LLC 155 397 -30,80 49 853 -33,79
2026-05-07 13F Agf Management Ltd 607 324 -2,59 194 915 -6,78
2026-01-26 13F Thomasville National Bank 1 850 -23,49 620 -21,82
2026-05-14 13F Jacobs Equity LLC 0 -100,00 0
2026-04-15 13F Atwood & Palmer Inc 1 524 -26,23 489 -29,48
2026-04-08 13F Grove Bank & Trust 10 643 -1,15 3 414 -5,40
2026-04-28 13F Intrinsic Value Partners, LLC 2 197 -7,53 705 -11,56
2026-04-21 13F Trevian Wealth Management LLC 19 209 -3,42 6 162 -7,59
2026-04-27 13F Moneywise, Inc. 3 315 -7,56 1 063 -11,56
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 80 034 -6,24 25 676 -10,29
2026-05-15 13F Empire Financial Management Company, LLC 7 423 -3,18 2 381 -7,35
2026-04-13 13F Richard P Slaughter Associates Inc 3 226 -23,93 1 035 -27,16
2026-05-04 13F Wealthgarden F.s. Llc 1 462 -8,22 469 -13,97
2026-05-04 13F H&H Retirement Design & Management INC 1 327 -39,95 471 -37,70
2026-04-21 13F/A Madrid Wealth Management, LLC 14 598 -0,07 4 683 -4,37
2026-04-22 13F Burrus Financial Services, Inc. 89 306 -31,68 28 651 29,04
2026-04-24 13F TSG Advice Partners, LLC 1 048 -0,10 336 -4,27
2026-04-10 13F Boyer Financial Services, Inc. 1 298 -2,19 416 -6,73
2026-04-06 13F CX Institutional 43 007 -30,55 14 -35,00
2026-04-14 13F Amicus Financial Advisors, LLC 86 408 -1,86 27 714 -6,11
2026-05-04 13F 1 North Wealth Services Llc 4 808 -0,02 1 542 -4,34
2026-04-13 13F BFI Infinity Ltd. 39 655 -34,07 12 722 -36,92
2026-04-07 13F Carolina Wealth Advisors, LLC 0 -100,00 0
2026-04-22 13F Coston, McIsaac & Partners 47 063 -1,93 15 -6,25
2026-04-09 13F VERITY Wealth Advisors 126 339 -3,00 40 531 -7,19
2026-04-27 13F Tsfg, Llc 52 035 -1,60 17 -5,88
2026-04-21 13F Compass Planning Associates Inc 10 212 -1,36 3 276 -5,62
2026-04-27 13F CWS Financial Advisors, LLC 33 384 -0,47 10 710 -4,77
2026-04-28 13F Brighton Jones Llc 290 697 -1,59 93 259 -5,83
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 1 356 -3,69 435 -7,84
2026-04-16 13F Johnson Bixby & Associates, LLC 7 308 -21,03 2 345 -24,44
2026-05-07 13F Summit Global Investments 12 572 -3,46 4 0,00
2026-05-13 13F Philadelphia Trust Co 36 765 -0,27 12 -8,33
2026-05-11 13F Integrity Advisory Solutions, LLC 1 203 -11,67 386 -15,35
2026-05-18 13F Edgestream Partners, L.P. 4 273 -65,11 1 371 -66,63
2026-05-05 13F Collaborative Wealth Managment Inc. 6 334 -11,25 2 032 -15,05
2026-05-14 13F Polen Capital Management Llc 0 -100,00 0
2026-05-15 13F Wimmer Associates 1, Llc 19 530 -0,33 6 265 -4,63
2026-01-26 13F Dakota Community Bank & Trust NA 0 -100,00 0
2026-05-15 13F Ballast, Inc. 1 805 -53,37 579 -55,36
2026-04-09 13F Pacifica Partners Inc. 6 545 -6,07 2 100 -10,41
2026-04-17 13F Worth Asset Management, LLC 3 451 -0,23 1 107 -4,49
2026-05-05 13F Fiduciary Counselling Inc 8 149 -4,56 2 614 -8,67
2026-05-07 13F Koss-Olinger Consulting, LLC 2 688 -44,09 862 -46,53
2026-04-03 13F Ridgewood Investments LLC 3 947 -10,17 1 266 -12,14
2026-04-22 13F Figure 8 Investment Strategies Llc 1 583 -10,21 508 -14,21
2026-04-20 13F Minichmacgregor Wealth Management, Llc 1 763 -3,08 566 -7,22
2026-05-14 13F Endeavor Private Wealth, Inc. 5 472 -2,74 1 755 -6,95
2026-04-13 13F Gridiron Partners, LLC 27 480 -1,67 8 816 -5,91
2026-05-12 13F Tannin Capital LLC 5 118 -4,23 1 642 -8,38
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 53 492 -0,73 17 161 -5,02
2026-04-20 13F Golden Reserve Retirement LLC 397 278 -4,14 127 451 -8,27
2026-05-15 13F Westbourne Investments, Inc. 3 517 -1,12 1 128 -5,37
2026-05-07 13F Basepoint Wealth LLC 0 -100,00 0
2026-04-21 13F Retirement Planning Group, Llc / Ny 966 -17,37 310 -20,97
2026-05-14 13F Hazlett, Burt & Watson, Inc. 105 -9,48 0
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 4 508 -0,99 1 446 -5,24
2026-04-20 13F SILVER OAK SECURITIES, Inc 54 587 -7,70 17 512 -12,35
2026-04-30 13F Nisa Investment Advisors, Llc 135 428 -0,51 43 447 -4,81
2026-05-13 13F Heritage Wealth Advisors 5 367 -1,31 1 722 -5,60
2026-04-09 13F Aletheian Wealth Advisors LLC 3 975 -5,31 1 275 -7,41
2026-04-14 13F Arnold Financial Planning LLC 3 824 -4,99 1 227 -9,12
2026-05-06 13F NovaPoint Capital, LLC 29 616 -0,51 9 501 -4,80
2026-04-14 13F Davidson Capital Management Inc. 0 -100,00 0
2026-05-13 13F Levin Capital Strategies, L.p. 21 619 -8,78 6 936 -12,72
2026-04-22 13F Kennedy Investment Group 1 000 -0,30 321 -4,76
2026-05-15 13F Inspire Advisors, LLC 9 231 -11,94 2 961 -15,74
2026-05-15 13F Aberdeen Wealth Management LLC 152 967 -1,11 49 073 -5,38
2026-04-22 13F JNBA Financial Advisors 11 103 -1,63 3 562 -5,87
2026-04-22 13F Sentry LLC 13 412 -0,74 4 303 -5,03
2026-02-05 13F Schulz Wealth, LTD. 780 -6,92 262 -4,74
2026-05-16 13F Guardian Partners Inc. 1 976 -23,82 636 -27,35
2026-05-01 13F CMG Global Holdings, LLC 7 946 -3,33 2 549 -8,31
2026-06-01 13F Concorde Asset Management, LLC 646 -18,23 207 -21,59
2026-04-27 13F Actinver Wealth Management, Inc. 830 -3,38 266 -7,32
2026-04-24 13F Ledyard National Bank 9 331 -4,79 2 993 -8,89
2026-05-12 13F Bear Mountain Capital, Inc. 13 449 -0,05 4 710 2,33
2026-04-14 13F SigFig Wealth Management, LLC 22 667 -4,54 7 242 -9,81
2026-04-24 13F Axis Wealth Partners, LLC 1 277 -6,10 410 -10,31
2026-04-24 13F Patten Group, Inc. 2 420 -2,73 776 -6,95
2026-04-17 13F Outlook Wealth Advisors, LLC 5 163 -0,44 1 656 -4,72
2026-05-01 13F Wealthspire Advisors, LLC 963 010 -2,49 308 943 -6,70
2026-05-12 13F Hanlon Investment Management, Inc. 4 967 -47,15 1 594 -49,44
2026-05-14 13F Modern Wealth Management, LLC 297 760 -2,42 96 248 -5,93
2026-05-12 13F Laurel Wealth Advisors LLC 1 498 -48,54 544 -44,31
2026-05-06 13F Arjuna Capital 0 -100,00 0
2026-05-01 13F 180 Wealth Advisors, Llc 8 967 -0,63 2 877 -4,93
2026-05-12 13F Cascade Financial Partners, LLC 35 647 -18,31 11 436 -21,83
2026-04-16 13F Consolidated Planning Corp 981 -55,08 315 -57,10
2026-04-22 13F Oak Harvest Investment Services 1 804 -7,72 579 -11,76
2026-05-12 13F Carr Financial Group Corp 47 579 -2,06 15 264 -6,28
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100,00 0
2026-05-11 13F Treasure Coast Financial Planning 11 814 -4,36 3 790 -8,50
2026-04-30 13F Independence Bank of Kentucky 62 713 -0,05 20 119 -4,36
2026-05-11 13F Td Asset Management Inc 5 707 -2,58 1 831 -6,82
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 43 917 -5,78 14 089 -9,84
2026-05-08 13F Sofos Investments, Inc. 243 -17,06 78 -21,43
2026-02-13 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-05 13F Total Wealth Planning & Management, Inc. 732 -32,22 235 -35,36
2026-05-11 13F Aprio Wealth Management, LLC 12 240 -9,39 3 927 -14,20
2026-04-29 13F Alliance Wealth Management Group 1 673 -3,74 537 -7,90
2026-01-22 13F Premier Path Wealth Partners, LLC 1 095 -81,61 367 -81,21
2026-04-22 13F Tepp RIA, LLC 1 035 -3,27 332 -7,54
2026-05-01 13F Washburn Capital Management, Inc. 100 138 -0,29 32 125 -4,59
2026-04-17 13F CENTRAL TRUST Co 313 139 -3,31 100 458 -7,48
2026-05-06 13F M. Kulyk & Associates, LLC 1 024 -13,80 328 -17,59
2026-05-15 13F DT Investment Partners, LLC 18 445 -4,62 5 917 -8,73
2026-05-12 13F Leavell Investment Management, Inc. 41 960 -0,57 13 461 -4,86
2026-05-07 13F Ironwood Investment Counsel, LLC 6 780 -0,04 2 175 -4,35
2026-05-06 13F Berkeley Capital Partners, LLC 9 996 -0,08 3 207 -4,41
2026-04-17 13F Paragon Capital Management Inc 6 355 -21,37 2 039 -24,77
2026-04-23 13F Oregon Pacific Wealth Management, LLC 2 387 -4,14 766 -8,27
2026-05-14 13F Pinnacle Financial Partners, Inc. 280 751 -1,74 90 078 -5,98
2026-04-21 13F Fingerlakes Wealth Management, Inc. 14 861 -0,56 4 768 -4,85
2026-04-21 13F J.E. Simmons & Co., P.C. 1 549 -0,64 497 -4,98
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-17 13F Bell Investment Advisors, Inc 1 296 -0,38 416 -4,82
2026-05-07 13F Pillar Financial Advisors, LLC 1 339 -6,17 430 -10,25
2026-04-30 13F Base Wealth Management LLC 5 212 -16,33 1 672 -19,92
2026-05-13 13F First Trust Advisors Lp 13 460 -4,27 4 318 -8,40
2026-05-07 13F Tacita Capital Inc 7 959 -2,99 2 553 -7,16
2026-05-15 13F Earnest Partners Llc 1 311 -75,96 421 -77,02
2026-05-05 13F Cherry Tree Wealth Management, LLC 12 883 -1,91 4 133 -6,13
2026-04-17 13F Great Waters Wealth Management 1 591 -4,90 511 -8,93
2026-04-10 13F McCollum Christoferson Group LLC 1 061 -22,04 340 -25,44
2026-04-29 13F Horst & Graben Wealth Management LLC 0 -100,00 0
2026-05-15 13F Pettyjohn, Wood & White, Inc 11 250 -4,52 3 609 -8,63
2026-04-23 13F Capital Investment Counsel, LLC 24 259 -0,18 7 783 -4,48
2026-05-15 13F NorthRock Partners, LLC 81 046 -2,52 26 001 -6,73
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 78 348 -12,95 25 135 -16,70
2026-05-07 13F TrustWell Financial Advisors, LLC 1 882 -1,62 604 -5,93
2026-05-14 13F Aldebaran Financial Inc. 2 773 -3,21 890 -8,07
2026-05-14 13F Neuberger Berman Group LLC 18 476 -3,33 5 927 -7,49
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 6 361 -1,81 2 041 -6,08
2026-05-06 13F SP Asset Management LLC 5 195 -21,14 1 666 -24,55
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-05-14 13F Manhattan West Asset Management, LLC 6 232 -4,36 1 999 -8,47
2026-05-01 13F Capital Squared Financial LLC 1 053 -3,75 338 -7,92
2026-05-12 13F Index Fund Advisors, Inc. 47 365 -0,37 15 195 -4,67
2026-04-14 13F Cornerstone National Bank & Trust Co 64 525 -9,16 20 857 -12,41
2026-05-05 13F Journey Advisory Group, LLC 4 627 -8,86 1 484 -12,81
2026-05-14 13F JustInvest LLC 7 164 -0,15 2 298 -4,45
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 1 735 336 -0,60 556 713 -4,89
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-22 13F Vannoy Advisory Group, Inc. 26 848 -0,46 8 613 -4,76
2026-05-07 13F Omnia Family Wealth, LLC 323 530 -0,95 103 792 -5,22
2026-04-27 13F Sierra Summit Advisors Llc 0 -100,00 0
2026-04-14 13F XY Planning Network, Inc. 105 586 -7,95 34 130 -11,26
2026-05-14 13F Guilbault Capital LLC 1 515 -2,26 486 -6,36
2026-05-04 13F Nadler Financial Group, Inc. 229 378 -0,89 73 587 -5,16
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-04-28 13F Encompass More Asset Management 2 806 -61,37 900 -63,02
2026-05-12 13F Vines Capital Management, LLC 1 043 -8,75 335 -12,79
2026-05-12 13F Fairfield, Bush & Co. 2 707 -0,04 868 -4,30
2026-04-28 13F Integral Investment Advisors, Inc. 21 293 -1,44 6 831 -5,69
2026-04-22 13F Monument Group Wealth Advisors, LLC 62 464 -1,35 20 039 -5,60
2026-04-17 13F Old North State Wealth Management, LLC 6 205 -3,72 1 992 -7,87
2026-04-16 13F jvl associates llc 143 604 -1,66 46 070 -5,90
2026-02-12 13F Commonwealth Equity Services, Llc 2 320 304 -9,05 777 928 92 842,41
2026-04-21 13F OneAscent Wealth Management LLC 4 023 -1,13 1 290 -5,43
2026-04-29 13F/A Salem Investment Counselors Inc 6 116 -1,10 1 962 -5,35
2026-05-05 13F Wealthfront Advisers Llc 17 969 445 -0,31 5 764 778 -4,61
2026-05-08 13F Virtus Wealth Solutions LLC 1 900 -0,31 610 -4,69
2026-04-20 13F Inscription Capital, LLC 24 356 -5,15 7 814 -9,25
2026-04-22 13F Evensky & Katz LLC 215 643 -4,65 69 -8,00
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-04 13F Brewster Financial Planning LLC 1 467 -0,95 471 -5,24
2026-05-07 13F Continuum Wealth Advisors, Llc 973 -7,07 312 -10,86
2026-05-08 13F Wall Street Access Asset Management, LLC 2 973 -21,22 954 -24,66
2026-04-28 13F Shayne & Co., Llc 39 883 -7,51 12 795 -11,50
2026-04-24 13F Kropog Financial Group, LLC 7 354 -1,58 2 359 -5,83
2026-04-22 13F J. L. Bainbridge & Co., Inc. 8 755 -3,26 2 809 -7,45
2026-05-15 13F Van Diest Capital, LLC 921 -13,52 296 -17,13
2026-05-15 13F Parvin Asset Management, LLC 0 -100,00 0
2026-05-08 13F Red Wave Investments LLC 134 523 -3,27 43 156 -7,44
2026-04-07 13F Howard Financial Services, Ltd. 11 051 -7,52 3 545 -11,51
2026-05-14 13F Seven Post Investment Office LP 46 265 -1,26 14 842 -5,52
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0
2026-04-21 13F Topsail Wealth Management, LLC 507 231 -0,16 162 725 -4,47
2026-04-23 13F Daviman Financial, LLC 8 492 -2,90 2 724 -7,09
2026-04-16 13F Asset Advisors Investment Management, LLC 3 183 -3,13 1 021 -7,27
2026-04-13 13F Accelerate Investment Advisors LLC 2 120 -0,52 680 -4,76
2026-04-30 13F Csenge Advisory Group 12 876 -12,71 4 131 -16,48
2026-04-23 13F Fortune Financial Group, Inc. 889 -10,65 285
2026-05-12 13F Tocqueville Asset Management L.p. 9 620 -12,38 3 086 -16,14
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 11 624 -30,92 3 729 -33,89
2026-04-09 13F Adirondack Capital Advisors, LLC 8 899 -1,84 2 855 -6,09
2026-04-13 13F Perennial Advisors, LLC 16 901 -6,23 5 422 -10,28
2026-05-14 13F Synergy Investment Management, LLC 9 778 -1,30 3 137 -5,57
2026-04-27 13F BCK Partners, Inc. 5 051 -1,46 1 620 -5,70
2026-05-11 13F Portland Global Advisors LLC 55 974 -4,92 17 957 -9,02
2026-05-15 13F Squarepoint Ops LLC 0 -100,00 0
2026-04-27 13F Apeiron RIA LLC 2 136 -0,65 685 -6,55
2026-05-05 13F Net Worth Advisory Group 3 645 -78,14 1 169 -79,09
2026-04-16 13F Triad Wealth Partners, LLC 3 280 -28,88 1 052 -31,95
2026-05-07 13F Transce3nd, LLC 297 -75,50 95 -77,16
2026-04-29 13F Saxon Interests, Inc. 24 779 -0,73 7 949 -5,01
2026-05-11 13F Stonebrook Private Inc. 1 402 -1,13 450 -5,47
2026-05-05 13F Westover Capital Advisors, LLC 1 506 -3,89 483 -8,00
2026-05-12 13F Crusonia Wealth Advisors LLC 9 132 -0,39 2 929 -4,69
2026-04-13 13F Lauer Wealth, LLC 2 413 -2,54 805 -4,39
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 849 -38,79 272 -42,49
2026-01-28 13F Edge Financial Advisors LLC 3 221 -0,62 1 080 1,51
2026-04-21 13F North Forty Two & Co. 3 848 -0,62 1 234 -4,93
2026-05-12 13F Cadence Wealth Management LLC 1 029 -9,74 330 -13,87
2026-05-14 13F Signet Investment Advisory Group, Inc. 1 280 -13,51 411 -17,34
2026-04-15 13F Merit Financial Group, LLC 275 951 -9,53 88 528 -13,43
2026-04-30 13F Private Trust Co Na 24 918 -15,98 7 994 -19,59
2026-04-08 13F Moulton Wealth Management, Inc 15 128 -43,96 4 886 -46,18
2026-04-22 13F Vicus Capital 14 935 -1,91 4 791 -6,13
2026-04-17 13F Blankinship & Foster, LLC 98 159 -2,56 31 490 -6,77
2026-04-21 13F Foster & Motley Inc 3 032 -1,04 1 -100,00
2026-05-15 13F Kcm Investment Advisors Llc 104 346 -0,03 33 475 -4,34
2026-05-13 13F Peck Wealth Management, LLC 29 454 -0,34 9 449 -4,63
2026-04-08 13F Mma Asset Management Llc 1 974 -0,80 633 -5,10
2026-04-22 13F TBH Global Asset Management, LLC 6 208 -7,15 1 991 -11,16
2026-05-04 13F Rps Advisory Solutions Llc 794 -12,17 255 -16,17
2026-05-01 13F Financial Alternatives, Inc 14 271 -59,03 4 578 -60,80
2026-04-21 13F Vigil Wealth Management, LLC 981 -0,71 315 -5,14
2026-05-14 13F Rockbridge Investment Management, LCC 53 755 -22,44 17 245 -25,79
2026-04-13 13F Trust Co 26 897 -0,10 8 629 -4,41
2026-04-27 13F Great Point Wealth Advisors, LLC 37 535 -0,24 12 042 -4,54
2026-04-13 13F Bouchey Financial Group Ltd 29 959 -0,50 10 050 -0,45
2026-05-01 13F Connecticut Wealth Management, LLC 114 883 -1,62 36 856 -5,86
2026-04-29 13F Richmond Investment Services, LLC 12 195 -21,78 3 912 -25,16
2026-04-28 13F Hapanowicz & Associates Financial Services, Inc 0 -100,00 0
2026-05-15 13F Round Rock Advisors, LLC 0 -100,00 0
2026-02-12 13F NDVR, Inc. 11 290 -3,84 3 785 -1,76
2026-05-12 13F Colonial Trust Advisors 3 891 -2,36 1 248 -6,52
2026-05-14 13F Andrews Advisory Associates, LLC 14 643 -1,33 4 698 -5,59
2026-05-11 13F WFA of San Diego, LLC 32 946 -2,06 10 569 -6,29
2026-05-12 13F Kovack Advisors, Inc. 35 469 -3,09 11 433 -6,84
2026-04-28 13F Peak Financial Management, Inc. 92 527 -0,61 29 684 -4,90
2026-04-24 13F Secured Retirement Advisors, Llc 5 969 -5,28 1 915 -9,37
2026-05-13 13F Elm Partners Management LLC 960 162 -3,60 299 263 -10,38
2026-04-28 13F Tempus Wealth Planning, LLC 8 867 -0,01 2 845 -4,34
2026-05-15 13F Constant Guidance Financial LLC 3 163 -3,57 1 015 -7,73
2026-05-14 13F Safeguard Investment Advisory Group, LLC 1 836 -2,96 589 -7,10
2026-04-06 13F Rosenberg Matthew Hamilton 141 461 -1,70 45 382 -5,94
2026-05-01 13F Summit Financial Strategies, Inc. 4 453 -12,62 1 429 -16,39
2026-05-05 13F Zeit Capital LLC 842 -6,03 270 -10,00
2026-05-06 13F TopTier Wealth Management, LLC 9 691 -1,29 3 109 -5,53
2026-05-15 13F Alternative Investment Advisors, LLC. 694 -1,42 223 -5,51
2026-04-22 13F Quarry Hill Advisors, Llc 15 422 -1,42 5 406 3,07
2026-05-29 13F Asset Dedication, LLC 12 855 -58,31 4 124 -60,11
2026-05-01 13F Holistic Planning, LLC 8 408 -5,64 2 697 -9,71
2026-05-14 13F Diversified Enterprises, LLC 8 751 -31,85 2 807 -34,78
2026-05-08 13F Quantify Chaos Advisors, Llc 20 577 -0,35 6 601 -4,65
2026-04-17 13F Investment Advisory Services Inc /tx /adv 9 444 -3,34 3 030 -7,51
2026-04-20 13F Schwab Charitable Fund 652 -84,92 209 -85,59
2026-05-06 13F Bauman Advisory Group, LLC 1 158 -1,28 372 -5,60
2026-05-06 13F Oxford Financial Group Ltd 774 422 -2,70 248 442 -6,89
2026-05-04 13F Avantax Planning Partners, Inc. 10 395 -4,05 3 335 -8,20
2026-04-20 13F Trust Co Of Oklahoma 1 577 -4,25 506 -8,51
2026-05-15 13F Continental Investors Services, Inc. 4 632 -47,83 1 683 -44,36
2026-02-11 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 4 141 -4,50 1 329 -8,67
2026-05-15 13F Northeast Financial Group, Inc. 2 338 -71,09 750 -72,33
2026-05-04 13F LJI Wealth Management, LLC 83 115 -3,72 26 664 -7,87
2026-04-08 13F Sfm, Llc 7 348 -5,03 2 357 -9,10
2026-04-15 13F DecisionMap Wealth Management, LLC 5 972 -5,83 1 916 -9,92
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-15 13F Wealth Analytics Partners, LLC 5 221 -2,25 1 675 -6,42
2026-04-14 13F Roffman Miller Associates Inc /pa/ 6 150 -11,22 1 973 -15,07
2026-01-12 13F AllSquare Wealth Management LLC 97 479 -0,54 31 990 7,40
2026-04-10 13F Kessler Investment Group, LLC 1 233 -6,16 396 -10,23
2026-05-15 13F Wealth Management Nebraska 4 158 -7,23 1 334 -11,25
2026-05-15 13F Nikulski Financial, Inc. 6 445 -18,71 2 068 -22,23
2026-04-24 13F Goldstone Financial Group, LLC 58 208 -1,59 18 674 -5,84
2026-05-07 13F Burk Holdings LLC 1 132 -39,07 363 -41,64
2026-04-06 13F Sincerus Advisory, LLC 1 661 -0,66 533 -5,00
2026-05-08 13F Wealthedge Investment Advisors, Llc 3 585 -5,18 1 150 -9,23
2026-05-13 13F RFP Financial Group LLC 5 330 -3,62 1 710 -7,77
2026-04-16 13F True Vision MN LLC 5 293 -3,31 1 698 -7,47
2026-05-15 13F Destination Wealth Management 7 203 -0,01 2 311 -4,35
2026-04-13 13F Farrell Financial LLC 3 665 -5,95 1 176 -10,03
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 1 885 -10,02 605 -13,96
2026-04-21 13F Trust Co Of Virginia /va 631 -3,22 202 -7,34
2026-04-22 13F apricus wealth, LLC 1 395 -9,12 447 -13,04
2026-04-24 13F Courage Miller Partners, LLC 5 155 -0,04 1 654 -4,34
2026-04-15 13F Iams Wealth Management, Llc 856 -0,81 275 -4,84
2026-04-17 13F James J. Burns & Company, LLC 12 917 -0,63 4 144 -4,93
2026-05-14 13F RMG Wealth Management LLC 716 -55,11 260 -46,83
2026-04-22 13F Apollon Financial, LLC 20 782 -0,42 6 667 -4,72
2026-04-23 13F Manchester Financial Inc 2 422 -2,02 777 -6,28
2026-04-20 13F McKinley Carter Wealth Services, Inc. 4 485 -7,24 1 439 -11,23
2026-04-22 13F Applied Capital LLC 57 554 -0,26 18 464 -4,56
2026-04-13 13F Bay Rivers Group 6 024 -0,08 1 933 -4,40
2026-05-13 13F Jaffetilchin Investment Partners, LLC 203 875 -13,42 65 405 -17,15
2026-04-24 13F Family Investment Center, Inc. 2 493 -2,04 800 -6,33
2026-05-11 13F Elevate Wealth Advisory, Inc 1 146 -55,44 368 -57,42
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-05-18 13F Chesapeake Wealth Management 4 602 -7,07 1 476 -11,08
2026-04-28 13F Blossom Wealth Management 0 -100,00 0
2026-05-15 13F Clark Capital Management Group, Inc. 12 191 -8,57 3 911 -12,51
2026-05-14 13F Orion Capital Management LLC 2 482 -11,07 796 -14,87
2026-05-04 13F Bridges Investment Management Inc 4 292 -49,50 1 377 -51,70
2026-05-04 13F MB Generational Wealth, LLC 5 802 -8,87 1 861 -12,79
2026-04-29 13F Efficient Advisors, LLC 332 381 -11,51 106 631 -15,33
2026-04-20 13F Dopkins Wealth Management, Llc 2 362 -0,08 758 -4,42
2026-04-27 13F/A New World Advisors LLC 3 753 -51,24 1 204 -53,33
2026-05-05 13F Evergreen Advisors, LLC 2 663 -1,33 854 -5,53
2026-05-11 13F Citigroup Inc 373 793 -6,67 119 917 -10,70
2026-04-15 13F Redhawk Wealth Advisors, Inc. 1 976 -14,46 634 -18,22
2026-05-16 13F Sunbelt Securities, Inc. 1 133 -0,09 363 -4,47
2026-05-11 13F Bailard, Inc. 199 297 -1,38 63 937 -5,63
2026-04-15 13F Fjell Capital, LLC 0 -100,00 0
2026-05-14 13F Karpus Management, Inc. 80 671 -14,50 25 880 -18,19
2026-04-06 13F Miller Global Investments, LLC 0 -100,00 0
2026-05-08 13F Integrated Wealthcare, Llc 19 476 -0,16 6 248 -4,46
2026-04-14 13F Jeppson Wealth Management, Llc 4 310 -1,03 1 383 -5,28
2026-05-05 13F Paradigm Capital Management, LLC/NV 1 559 -10,86 0
2026-05-14 13F Ark Wealth Advisors LLC 1 118 -53,16 359 -55,25
2026-04-21 13F Wesbanco Bank Inc 48 301 -1,19 15 495 -5,45
2026-05-06 13F Penn Capital Management Co Inc 0 -100,00 0
2026-05-13 13F Alesco Advisors Llc 0 -100,00 0
2026-04-29 13F WealthPlan Investment Management, LLC 156 274 -11,27 50 134 -15,10
2026-04-16 13F Heck Capital Advisors, LLC 350 301 -2,19 112 380 -6,41
2026-05-12 13F Pacific Center for Financial Services 129 948 -6,47 41 689 -8,57
2026-05-01 13F Ferguson Wellman Capital Management, Inc 30 870 -0,25 9 903 -4,55
2026-04-21 13F Echo Wealth Management, LLC 5 768 -3,29 1 850 -7,45
2026-04-23 13F Conscious Wealth Investments, Llc 4 921 -1,16 1 699 2,17
2026-04-16 13F EdgeRock Capital LLC 17 329 -4,79 5 559 -8,90
2026-04-28 13F SBI Securities Co., Ltd. 581 046 -2,11 186 405 -6,33
2026-05-01 13F Financial Connections Group, Inc. 5 745 -2,79 2 0,00
2026-04-29 13F Greenwood Capital Associates Llc 2 418 -2,97 776 -7,19
2026-05-15 13F/A Independent Financial Group, Llc 139 532 -0,17 44 763 -4,48
2026-05-12 13F Aspiriant, Llc 94 327 -0,07 30 261 -4,38
2026-05-07 13F Cutler Investment Counsel Llc 19 086 -3,23 6 123 -7,41
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 678 991 -37,28 0 -100,00
2026-04-08 13F Fermata Advisors, LLC 5 451 -23,14 1 749 -26,46
2026-05-14 13F Trace Wealth Advisors, LLC 56 031 -6,40 17 975 -10,43
2026-05-15 13F Governors Lane LP 0 -100,00 0
2026-04-29 13F Ak Global Asset Management, Llc 0 -100,00 0
2026-05-11 13F Thompson Siegel & Walmsley Llc 4 179 -21,58 1 0,00
2026-05-15 13F Equitable Holdings, Inc. 393 420 -0,07 131 855 -0,11
2026-04-24 13F Crux Wealth Advisors 5 867 -5,90 1 882 -9,95
2026-05-05 13F Bcm Advisors, Llc 115 069 -10,30 40 732 -6,76
2026-04-14 13F Zrc Wealth Management, Llc 6 878 -5,00 2 206 -9,11
2026-04-28 13F Kanawha Capital Management Llc 2 110 -1,86 677 -6,11
2026-04-28 13F Fee-Only Financial Planning, L.C. 8 928 -2,44 2 864 -6,65
2026-04-20 13F Focused Wealth Management, Inc 4 311 -0,32 1 383 -4,69
2026-04-23 13F O'Connor Financial Group LLC 2 600 -3,67 834 -9,25
2026-04-15 13F BDFS Capital LLC 5 347 -0,11 1 715 -4,40
2026-04-23 13F Vistica Wealth Advisors, LLC 1 140 -3,63 366 -7,83
2026-04-21 13F Blue Jean Financial Llc 0 -100,00 0
2026-04-28 13F ORG Wealth Partners, LLC 2 525 -1,06 810 -5,26
2026-05-13 13F Green Harvest Asset Management LLC 6 066 -39,64 1 946 -42,27
2026-04-23 13F Littlejohn Financial Services, Inc. 4 835 -3,61 1 551 -7,73
2026-04-17 13F Berman McAleer LLC 43 391 -3,87 13 920 -8,02
2026-04-08 13F First Heartland Consultants, Inc. 31 038 -4,10 9 957 -8,23
2026-04-28 13F Kiley Juergens Wealth Management, Llc 10 389 -0,53 3 333 -4,83
2026-05-13 13F Carter Financial, LLC 76 890 -4,60 24 667 -8,71
2026-04-28 13F David Kennon Inc 99 559 -2,72 31 940 -6,91
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 6 568 -10,05 2 107 -13,93
2026-05-12 13F Advyzon Investment Management, LLC 104 187 -1,89 33 424 -6,12
2026-05-08 13F 1776 Wealth LLC 5 111 -0,12 1 640 -4,43
2026-05-11 13F Howard Wealth Management, Llc 6 760 -2,59 2 169 -6,83
2026-05-14 13F Financial Engines Advisors L.L.C. 360 452 -5,79 115 637 -9,85
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-04-16 13F MontVue Capital Management, Inc. 53 610 -0,84 17 198 -5,11
2026-04-13 13F Mitchell Sinkler & Starr/pa 17 315 -0,46 5 555 -4,77
2026-04-16 13F Mountain Pacific Investment Advisers Inc/id 2 283 -15,32 732 -18,94
2026-04-24 13F Balentine LLC 132 975 -1,91 42 660 -6,14
2026-04-24 13F Flagship Private Wealth, LLC 17 629 -1,09 5 656 -5,36
2026-04-08 13F BOS Asset Management, LLC 6 896 -25,49 2 212 -28,69
2026-04-22 13F Braun Stacey Associates Inc 707 -2,75 227 -7,00
2026-04-21 13F Fullerton Advisors, LLC 52 733 -0,14 16 917 -4,45
2026-05-05 13F Donalies Financial Planning, LLC 13 011 -1,97 4 174 -6,22
2026-04-08 13F West Financial Advisors, LLC 15 593 -2,02 5 003 -6,24
2026-05-04 13F Alta Wealth Advisors LLC 2 049 -2,01 657 -6,14
2026-05-15 13F Painted Porch Advisors LLC 2 096 -90,77 672 -91,18
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 2 966 -5,12 951 -9,26
2026-05-08 13F Peachtree Investment Partners, LLC 901 -1,74 289 -5,86
2026-04-09 13F ASL Financial, LLC 30 370 -1,60 9 743 -5,86
2026-05-05 13F Prospect Financial Group LLC 17 203 -0,82 5 519 -5,09
2026-04-22 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-05-11 13F Linscomb & Williams, Inc. 140 659 -6,95 45 125 -10,96
2026-04-13 13F Sjbenen Advisory, Llc 24 562 -48,99 7 880 2,32
2026-04-14 13F Madrona Financial Services, LLC 14 530 -10,44 4 662 -14,30
2026-04-15 13F Purus Wealth Management, LLC 1 156 -32,83 371 -35,76
2026-05-12 13F G2 Capital Management, Llc / Oh 7 794 -0,01 2 500 -4,32
2026-05-18 13F Strait & Sound Wealth Management LLC 1 109 -1,33 356 -5,59
2026-05-01 13F Mueller Wealth, LLC 2 694 -0,55 864 -4,85
2026-05-08 13F First National Advisers, LLC 11 189 -41,76 3 590 -44,28
2026-04-10 13F Magnus Financial Group LLC 5 390 -19,47 1 729 -22,92
2026-05-13 13F Laffer Investments 0 -100,00 0
2026-05-11 13F Grantvest Financial Group LLC 1 820 -0,87 584 -5,04
2026-05-13 13F Measured Wealth Private Client Group, LLC 4 416 -0,34 1 417 -4,65
2026-04-30 13F Simplicity Wealth,LLC 7 883 -3,70 2 529 -7,84
2026-04-14 13F Family Wealth Partners, Llc 29 485 -0,50 9 459 -4,78
2026-05-11 13F Fairway Financial, LLC 56 656 -2,86 18 176 -7,05
2026-05-11 13F POM Investment Strategies, LLC 0 -100,00 0
2026-04-23 13F waypoint wealth counsel 0 -100,00 0
2026-05-15 13F Ancora Advisors, LLC 26 884 -4,00 8 625 -8,15
2026-04-29 13F Integrity Investment Advisors, LLC 1 253 -1,18 402 -5,65
2026-04-17 13F Essex Savings Bank 6 793 -2,30 2 179 -6,52
2026-05-13 13F Alpha Financial Partners, LLC 2 037 -1,21 653 -5,50
2026-04-16 13F Global Wealth Management, LLC 22 015 -3,80 7 063 -7,95
2026-05-15 13F GWM Advisors LLC 314 566 -25,13 21 841 -84,50
2026-05-05 13F D.a. Davidson & Co. 407 604 -2,04 130 764 -6,27
2026-05-08 13F/A Davidson Investment Advisors 4 052 -11,57 1 300 -15,36
2026-05-11 13F United Bank 15 000 -19,61 4 812 -23,08
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 4 506 -0,99 1 445 -5,25
2026-05-08 13F Gen-Wealth Partners Inc 281 762 -0,01 368 -4,68
2026-04-27 13F Exencial Wealth Advisors, Llc 3 607 -54,02 1 157 -55,99
2026-04-20 13F Oak Family Advisors, Llc 2 369 -56,75 760 -58,66
2026-05-05 13F FinDec Wealth Services, Inc. 7 404 -3,41 2 375 -7,55
2026-05-11 13F Condor Capital Management 1 884 -4,51 605 -8,62
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 0 -100,00 0
2026-05-12 13F Palumbo Wealth Management LLC 2 173 -1,54 697 -5,81
2026-05-22 13F Wellington Grp LLC 4 125 -18,02 1 323 -21,58
2026-04-15 13F NorthAvenue LLC 878 -9,30 282 -13,27
2026-04-21 13F Xcel Wealth Management, LLC 0 -100,00 0
2026-05-15 13F EFG International AG 5 485 -0,53 1 760 -4,76
2026-04-14 13F Prospera Financial Services Inc 79 694 -11,11 25 579 -14,93
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 0 -100,00 0
2026-04-22 13F Princeton Global Asset Management LLC 10 100 -0,28 3 240 -4,57
2026-05-12 13F Taylor Hoffman Capital Management LLC 1 538 -22,75 493 -26,09
2026-05-07 13F True North Advisors, LLC 20 620 -2,92 6 615 -7,11
2026-05-14 13F O'ROURKE & COMPANY, Inc 13 870 -5,33 4 450 -9,41
2026-05-08 13F HFG Advisors, Inc. 7 050 -2,91 2 262 -7,11
2026-04-08 13F Bill Few Associates, Inc. 4 358 -2,44 1 398 -6,61
2026-05-12 13F Ausdal Financial Partners, Inc. 26 563 -0,81 8 522 -5,09
2026-05-14 13F Missouri Trust & Investment Co 685 -9,63 220 -13,78
2026-05-12 13F Rathbone Brothers plc 9 628 -3,27 3 089 -7,43
2026-04-16 13F Allegheny Financial Group LTD 6 528 -1,33 2 094 -5,59
2026-05-15 13F Quadcap Wealth Management, LLC 14 321 -2,68 4 595 -6,85
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 23 579 -0,06 7 564 -4,37
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-08 13F Maple Capital Management, Inc. 1 698 -8,86 545 -12,82
2026-05-15 13F Hancock Whitney Corp 20 604 -0,12 6 724 -2,79
2026-05-05 13F Cannon Wealth Management Services, LLC 1 719 -1,88 552 -6,13
2026-05-07 13F Fedenia Advisers LLC 756 -26,89 243 -30,06
2026-04-17 13F Prentice Wealth Management LLC 122 977 -41,50 39 452 -44,02
2026-05-06 13F WoodTrust Financial Corp 18 731 -40,25 6 -40,00
2026-05-13 13F/A Jpmorgan Chase & Co 4 704 927 -3,26 1 466 432 -10,07
2026-04-24 13F SOL Capital Management CO 5 776 -47,58 1 586 52 733,33
2026-04-14 13F Opal Wealth Advisors, LLC 3 446 -20,19 1 106 -23,64
2026-05-12 13F Resurgent Financial Advisors LLC 2 852 -5,15 915 -9,23
2026-04-23 13F Scissortail Wealth Management, LLC 108 648 -10,59 34 848 -14,46
2026-05-06 13F Atlantic Trust, LLC 1 344 -82,33 431 -83,10
2026-05-01 13F Patten & Patten Inc/tn 2 077 -1,33 666 -5,53
2026-05-05 13F Crestwood Advisors Group LLC 19 324 -0,64 6 199 -4,92
2026-05-06 13F Private Wealth Asset Management, LLC 3 125 -3,46 1 003 -7,65
2026-04-21 13F Paradigm Financial Partners, Llc 840 -82,98 269 -83,74
2026-04-28 13F Cypress Capital, LLC 138 494 -0,56 44 430 -4,85
2026-04-30 13F First Horizon Corp 49 369 -3,75 15 838 -7,90
2026-05-14 13F Raymond James Financial Inc 2 952 890 -2,00 947 317 -6,22
2026-04-10 13F MKT Advisors LLC 1 512 -33,63 492 -36,27
2026-02-17 13F Pinnacle Family Advisors, LLC 0 -100,00 0 -100,00
2026-05-11 13F Canopy Partners, LLC 38 496 -5,55 12 350 -9,62
2026-05-07 13F Allen Investment Management LLC 594 697 -0,58 190 785 -4,87
2026-04-10 13F First Bank & Trust 212 363 -0,26 68 128 -4,56
2026-05-07 13F Intellus Advisors LLC 6 576 -6,50 2 110 -10,52
2026-05-07 13F Cassaday & Co Wealth Management LLC 15 450 -1,68 4 957 -5,92
2026-05-13 13F Parkside Financial Bank & Trust 8 150 -5,13 2 615 -9,24
2026-05-13 13F Capital Group Private Client Services, Inc. 55 222 -6,29 17 716 -10,34
2026-04-10 13F Pure Financial Advisors, Inc. 145 577 -0,58 46 702 -4,86
2026-04-23 13F Private Wealth Management Group, LLC 4 840 -21,21 1 553 -24,62
2026-04-27 13F GenTrust, LLC 103 314 -6,23 33 144 -10,28
2026-04-06 13F GAMMA Investing LLC 5 529 -1,18 1 774 -5,44
2026-04-17 13F Sara-Bay Financial 2 001 -0,94 642 -6,01
2026-04-07 13F Calder Financial LLC 36 286 -1,65 11 729 -5,17
2026-05-15 13F Shelton Capital Management 0 -100,00 0
2026-05-15 13F Silver Grove Financial Group, Inc. 2 724 -18,27 874 -21,84
2026-05-05 13F Vectors Research Management, LLC 1 816 -1,14 583 -5,37
2026-04-10 13F Legacy Wealth Management, LLC / MS 11 760 -3,54 3 773 -7,71
2026-04-30 13F BRYN MAWR TRUST Co 231 862 -2,53 74 384 -6,74
2026-05-02 13F Auxano Advisors, LLC 751 -4,57 241 -8,37
2026-05-01 13F Symphony Financial, Ltd. Co. 36 080 -13,19 11 545 -17,27
2026-04-14 13F William Mack & Associates, Inc. 0 -100,00 0
2026-05-01 13F Rakuten Securities, Inc. 858 -22,77 275 -26,08
2026-04-28 13F Stephens Inc /ar/ 657 184 -2,44 210 831 -6,65
2026-05-05 13F Gentry Private Wealth, Llc 7 001 -2,64 2 246 -6,85
2026-05-22 13F Coastline Complete Wealth LLC 975 -6,79 313 -10,86
2026-05-12 13F Jane Street Group, Llc Call 320 900 -21,64 102 948 -25,02
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 700 -12,50 225 -16,42
2026-04-23 13F Strategic Point Investment Advisors, LLC 20 383 -2,36 6 539 -6,56
2026-05-11 13F Collier Financial 1 140 -1,47 366 -5,93
2026-05-12 13F Financial Network Wealth Management LLC 831 -0,12 0
2026-04-21 13F Piedmont Capital Management, LLC/NC 4 278 -4,53 1 372 -8,66
2026-05-01 13F Heritage Investment Group, Inc. 4 227 -5,92 1 356 -9,96
2026-04-13 13F Neumann Capital Management, LLC 3 820 -30,11 1 225 -33,13
2026-04-29 13F Capital Planning LLC 3 938 -12,31 1 263 -16,36
2026-04-14 13F Sensenig Capital Advisors, Inc 1 449 -4,98 465 -9,20
2026-05-04 13F Absher Wealth Management, Llc 900 -2,28 289 -6,49
2026-02-04 13F Rock Point Advisors, LLC 0 -100,00 0
2026-05-15 13F Evelyn Partners Investment Management Services Ltd 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 37 001 -1,14 11 870 -5,40
2026-04-21 13F S Harris Financial Group, LLC 0 -100,00 0
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 2 122 -1,21 681 -5,56
2026-04-21 13F Ketron Financial 8 221 -0,71 2 637 -4,97
2026-05-13 13F Group One Trading, L.p. 0 -100,00 0 -100,00
2026-05-05 13F Noesis Capital Mangement Corp 2 723 -18,18 874 -21,70
2026-05-12 13F Jane Street Group, Llc 24 267 -18,69 7 785 -22,20
2026-04-15 13F Fifth Third Securities, Inc. 121 249 -1,89 38 898 -6,13
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-10 13F YHB Investment Advisors, Inc. 10 745 -1,44 3 447 -5,69
2026-04-22 13F Matauro, Llc 9 338 -11,47 2 996 -15,30
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-04-23 13F Interchange Capital Partners, LLC 6 749 -0,90 1 859 -18,57
2026-04-27 13F PFG Investments, LLC 32 103 -9,88 10 299 -13,77
2026-04-27 13F ATLas Financial Planning LLC 9 013 -2,60 2 891 -6,80
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 10 574 -0,92 3 392 -5,20
2026-05-11 13F Blueprint Financial Advisors LLC 0 -100,00 0
2026-05-20 13F January Capital Advisors LLC 939 -81,51 301 -68,58
2026-04-20 13F Courier Capital Llc 6 449 -1,44 2 069 -5,70
2026-05-07 13F VisionPoint Advisory Group, LLC 3 773 -5,60 1 210 -9,70
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-12 13F Culbertson A N & Co Inc 37 184 -3,85 11 929 -8,00
2026-05-08 13F Middleton & Co Inc/ma 647 -7,17 208 -11,16
2026-04-21 13F HF Advisory Group, LLC 0 -100,00 0
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-06-03 13F CoreFirst Bank & Trust 1 613 -6,92 517 -11,02
2026-04-21 13F Long Island Wealth Management, Inc. 55 189 -1,75 17 705 -5,98
2026-04-16 13F Toth Financial Advisory Corp 423 -29,73 136 -32,84
2026-04-20 13F Skyline Advisors, Inc. 65 805 -36,61 21 111 -39,34
2026-04-24 13F Cabot Wealth Management Inc 0 -100,00 0
2026-05-15 13F Asset Management Group, Inc. 43 937 -3,20 14 095 -7,37
2026-04-28 13F Farnam Financial LLC 36 240 -5,91 11 626 -9,96
2026-05-13 13F Crews Bank & Trust 28 724 -0,86 9 215 -5,15
2026-04-23 13F Catalyst Investment Management LLC 1 276 -15,61 447 -11,66
2026-04-23 13F PayPay Securities Corp 38 -19,15 13 -13,33
2026-05-13 13F Invst, LLC 161 223 -3,72 51 722 -7,87
2026-05-15 13F Fairview Capital Investment Management, Llc 42 949 -2,15 13 778 -6,37
2026-05-01 13F Strategic Wealth Advisors LLC 659 -2,66 0
2026-05-15 13F Strategies Wealth Advisors, LLC 12 694 -3,05 4 072 -7,22
2026-04-03 13F First County Bank /CT/ 1 661 -25,11 533 -28,40
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-05-06 13F Everest Management Corp. 12 770 -15,61 4 097 -19,26
2026-04-29 13F Nilsine Partners, LLC 3 163 -3,54 1 115 1,46
2026-04-29 13F Broussard Financial Group LLC 760 -20,08 244 -23,58
2026-05-12 13F M&t Bank Corp 109 199 -3,95 35 032 -8,09
2026-05-11 13F Valpey Financial Services, LLC 1 142 -45,64 366 -48,01
2026-05-14 13F Twin Focus Capital Partners, Llc 215 023 -4,23 68 981 -8,36
2026-04-17 13F Amarillo National Bank 962 -3,02 309 -7,23
2026-04-10 13F Sound Stewardship, LLC 9 294 -0,64 2 982 -4,94
2026-05-14 13F Kilter Group LLC 686 -9,02 220 -13,10
2026-05-01 13F Concord Wealth Partners 5 391 -0,26 1 730 -4,53
2026-05-05 13F Regency Capital Management Inc.\DE 4 235 -0,28 1 359 -4,57
2026-04-13 13F CJM Wealth Advisers, Ltd. 0 -100,00 0
2026-04-23 13F Greenhouse Wealth Management, LLC 23 822 -2,70 7 642 -6,90
2026-05-14 13F Mill Creek Capital Advisors, LLC 66 972 -2,54 21 485 -6,74
2026-04-08 13F Archer Investment Management, LLC 4 882 -14,46 1 566 -18,14
2026-05-06 13F MorganRosel Wealth Management, LLC 149 452 -37,53 47 946 -40,22
2026-04-23 13F First Pacific Financial 4 246 -1,96 1 362 -6,13
2026-05-12 13F First American Trust, Fsb 6 229 -0,57 1 998 -4,86
2026-05-14 13F StoneX Group Inc. 56 966 -3,15 18 332 -7,08
2026-04-22 13F Financially in Tune, LLC 1 459 -1,15 468 -5,26
2026-04-29 13F Strid Group, LLC 15 954 -1,79 5 118 -6,02
2026-05-15 13F Tudor Investment Corp Et Al 48 632 -55,30 15 602 -57,23
2026-04-17 13F 55 North Private Wealth, LLC 17 576 -0,10 5 638 -4,41
2026-05-11 13F Godfrey Financial Associates, Inc. 524 -2,06 168
2026-04-10 13F Armstrong Advisory Group, Inc 5 700 -3,16 1 829 -7,35
2026-04-13 13F Elm3 Financial Group, LLC 2 696 -7,03 865 -11,01
2026-04-23 13F American National Bank 2 689 -3,59 863 -7,81
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-28 13F Westfuller Advisors, LLC 6 272 -0,74 2 012 -5,00
2026-05-26 13F Ruggaard & Associates LLC 2 429 -7,54 779 -11,48
2026-04-28 13F TritonPoint Partners, LLC 6 654 -8,27 2 135 -12,22
2026-05-15 13F Walsh & Associates, LLC 698 -1,41 224 -5,91
2026-04-27 13F Heffernan Advisory, Inc 3 657 -0,71 1 173 -4,94
2026-04-13 13F Compass Ion Advisors, LLC 514 573 -1,22 165 080 -5,48
2026-04-21 13F Dougherty & Associates, LLC 1 777 -2,74 570 -6,86
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 77 227 -4,02 24 775 -8,16
2026-05-04 13F Rogco, Lp 232 -16,55 74 -20,43
2026-04-23 13F 626 Financial, LLC 12 634 -6,98 4 053 -10,98
2026-04-23 13F Columbia Advisory Partners Llc 4 248 -0,23 1 363 -4,56
2026-05-06 13F Durante & Waters, Llc 18 493 -1,60 5 933 -5,84
2026-05-18 13F IFS Group,LLC 1 967 -67,44 631 -68,33
2026-01-26 13F BCS Private Wealth Management, Inc. 0 -100,00 0
2026-05-07 13F Confluence Wealth Services, Inc. 34 976 -0,03 11 220 -4,34
2026-05-14 13F Peak Asset Management, LLC 3 373 -4,09 1 082 -8,23
2026-05-12 13F Klingenstein Fields & Co Lp 0 -100,00 0
2026-04-10 13F Voisard Asset Management Group, Inc. 1 042 -0,29 334 -4,57
2026-04-16 13F McClarren Financial Advisors, Inc. 58 279 -12,26 18 697 -4,34
2026-04-21 13F Wolfstich Capital, LLC 0 -100,00 0
2026-01-22 13F Colony Family Offices, LLC 0 -100,00 0 -100,00
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 44 616 -2,55 14 313 -6,75
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 0 -100,00 0
2026-04-30 13F Stablepoint Partners, LLC 1 375 -8,33 441 -12,15
2026-05-14 13F Hilltop Holdings Inc. 6 682 -57,21 2 144 -59,06
2026-05-11 13F Strategic Wealth Designers 1 446 -7,72 464 -11,62
2026-05-11 13F Peak Retirement Planning, Inc. 12 461 -27,05 3 998 -30,20
2026-05-04 13F Archer Investment Corp 2 524 -32,31 810 -35,28
2026-04-28 13F Intelligent Financial Strategies 42 999 -5,86 13 795 -9,92
2026-05-05 13F Solutions 4 Wealth, Ltd 2 274 -0,52 730 -4,83
2026-01-22 13F O'Brien Wealth Partners LLC 130 797 -0,89 43 852 1,26
2026-05-05 13F Kickstand Ventures, Llc. 711 -0,97 228 -5,00
2026-04-28 13F Family CFO Inc 154 451 -0,41 49 549 -4,70
2026-04-17 13F Defined Wealth Management, Llc 3 337 -12,60 1 070 -16,41
2026-05-05 13F Ethos Financial Group, LLC 3 440 -7,75 1 083 -13,36
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 1 041 -2,53 334 -6,98
2026-05-14 13F Dana Investment Advisors, Inc. 1 253 -2,87 402 -7,18
2026-04-14 13F Lee-Kelleher Wealth Management 6 567 -15,44 2 107 -19,09
2026-04-28 13F Evergreen Private Wealth LLC 516 -0,19 166 -4,62
2026-05-11 13F Great Valley Advisor Group, Inc. 83 648 -2,20 26 835 -6,43
2026-04-21 13F Sensible Money, LLC 6 465 -7,50 2 074 -11,48
2026-04-30 13F Colton Groome Financial Advisors, Llc 4 266 -13,77 1 369 -17,49
2026-05-12 13F IFG Advisory, LLC 29 -99,98 9 -99,98
2026-05-01 13F Trifecta Capital Advisors, LLC 8 701 -0,71 2 791 -4,97
2026-04-24 13F TKG Advisors, LLC 3 757 -1,47 1 205 -5,71
2026-04-23 13F Sellwood Investment Partners LLC 9 502 -21,67 3 048 -25,04
2026-05-15 13F Fayez Sarofim & Co 42 879 -1,04 13 756 -5,30
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 40 390 -1,47 12 958 -5,71
2026-05-11 13F Miramar Capital, LLC 2 705 -0,29 868 -4,62
2026-04-17 13F Signal Advisors Wealth, LLC 22 629 -10,10 7 260 -13,98
2026-04-29 13F KERR FINANCIAL PLANNING Corp 153 -50,00 54 -47,52
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-05-15 13F Private Capital Management, LLC 1 356 -12,74 435 -16,54
2026-05-14 13F Bank Of Hawaii 317 672 -3,22 101 912 -7,39
2026-04-14 13F Value Investment Professionals, LLC 11 595 -31,81 3 720 -34,65
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 0 -100,00 0
2026-04-23 13F Investment Planning Advisors, Inc. 2 620 -1,50 840 -5,72
2026-05-11 13F Summitry Llc 0 -100,00 0
2026-05-11 13F Elevated Financial Group LLC 3 980 -2,55 1 277 -6,79
2026-04-09 13F TruWealth Advisors, LLC 266 959 -19,50 85 639 -22,98
2026-05-04 13F Evernest Financial Advisors, LLC 2 606 -11,93 919 -9,38
2026-05-04 13F Modus Advisors, LLC 35 415 -0,44 11 362 -4,73
2026-04-24 13F Keb Asset Management, Llc 12 921 -9,29 4 145 -13,19
2026-04-15 13F Journey Strategic Wealth Llc 11 326 -6,47 3 634 -10,50
2026-04-14 13F Twelve Points Wealth Management LLC 4 487 -4,51 1 439 -10,51
2026-05-05 13F Beaumont Financial Advisors, LLC 11 465 -0,49 3 678 -4,76
2026-05-12 13F Axos Invest Inc. 80 946 -21,68 25 968 -25,06
2026-05-21 13F Verus Capital Partners, Llc 6 698 -7,70 2 149 -11,71
2026-04-07 13F Blueline Advisors Llc 180 -0,55 58 -5,00
2026-04-07 13F Central Pacific Bank - Trust Division 533 -0,74 171 -5,56
2026-05-13 13F Pfc Capital Group, Inc. 1 177 -2,81 0
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 8 326 -51,56 2 671 -53,65
2026-05-12 13F Strategic Wealth Partners, Ltd. 1 934 -9,03 620 -12,92
2026-04-27 13F Liberty Atlantic Advisors LLC 693 -67,25 223 -68,69
2026-04-30 13F First National Bank & Trust Co Of Newtown 347 721 -19,39 111 549 -22,86
2026-04-30 13F Equitable Trust Co 22 245 -0,27 7 136 -4,57
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-04-29 13F Sigma Investment Counselors Inc 51 744 -14,51 16 600 -18,20
2026-05-15 13F Citadel Advisors Llc Put 233 600 -20,87 74 941 -24,28
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 5 782 -10,25 1 855 -14,13
2026-04-08 13F Dover Advisors, Llc 718 -7,12 230 -11,20
2026-05-14 13F Synergy Financial Group, LTD 1 261 -8,56 404 -12,55
2026-04-10 13F OMNI 360 Wealth, Inc. 7 992 -0,05 2 564 -5,98
2026-05-13 13F Mach-1 Financial Group, Inc. 652 -85,77 209 -86,39
2026-04-13 13F True Wealth Design, LLC 7 399 -49,55 2 374 -51,73
2026-05-12 13F Portside Wealth Group, LLC 0 -100,00 0
2026-04-07 13F Attessa Capital LLC 1 838 -1,34 590 -5,61
2026-05-05 13F Tortoise Investment Management, LLC 39 297 -0,60 12 607 -4,90
2026-05-05 13F Martin Capital Advisors, LLP 18 366 -0,35 5 892 -4,66
2026-04-09 13F Secure Asset Management, LLC 6 599 -7,03 2 117 -11,01
2026-05-08 13F Evergreen Wealth Partners LLC 0 -100,00 0
2026-02-13 13F Brian Low Financial Group, Llc 0 -100,00 0
2026-04-22 13F Spire Wealth Management 20 262 -15,37 6 500 -19,02
2026-05-15 13F Safe Harbor Fiduciary, LLC 1 570 -7,92 504 -11,91
2026-05-04 13F Summit Wealth Group, LLC 6 263 -0,48 2 009 -4,74
2026-05-13 13F Northern Capital Management, Inc. 2 309 -20,21 741 -23,71
2026-05-11 13F Chilton Capital Management Llc 3 333 -4,44 1 069 -8,55
2026-04-14 13F Austin Wealth Management, LLC 5 751 -24,79 1 870 -28,08
2026-04-27 13F Osborne Partners Capital Management, Llc 23 213 -5,15 7 447 -9,25
2026-05-08 13F Pnc Financial Services Group, Inc. 2 337 078 -0,81 749 758 -5,09
2026-05-13 13F Sei Investments Co 0 -100,00 0 -100,00
2026-05-14 13F Colony Group, LLC 0 -100,00 0 -100,00
2026-04-13 13F GoalVest Advisory LLC 37 239 -7,16 11 947 -11,17
2026-04-22 13F Citrine Capital LLC 3 648 -2,22 1 170 -6,40
2026-04-15 13F Wolff Financial Management Llc 1 134 -4,87 364 -9,02
2026-05-18 13F Graney & King, LLC 3 546 -1,58 1 138 -5,88
2026-04-29 13F Compass Financial Group, INC/SD 103 907 -3,23 33 334 -7,41
2026-05-08 13F Zions Bancorporation, National Association /ut/ 313 698 -2,01 100 637 -6,24
2026-04-21 13F Artesa Financial Group, LLC 1 198 -29,11 384 -32,16
2026-01-27 13F Northern Financial Advisors Inc 0 -100,00 0
2026-04-22 13F Ariston Services Group 0 -100,00 680 1,34
2026-04-20 13F Kearns & Associates LLC 173 616 -0,66 55 698 -4,95
2026-05-05 13F Bank of New York Mellon Corp 1 735 083 -16,10 556 632 -19,71
2026-05-01 13F Evergreen Wealth Management, LLC 28 375 -9,90 9 103 -13,78
2026-04-15 13F Valley National Advisers Inc 4 944 -4,74 2 0,00
2026-05-04 13F Innealta Capital, Llc 14 174 -15,26 4 547 -18,90
2026-04-24 13F Bayban 15 466 -0,10 4 962 -4,41
2026-04-17 13F Charter Trust Co 1 668 -7,08 535 -10,98
2026-04-27 13F Wbh Advisory Inc 214 106 -0,27 69 207 -3,84
2026-05-12 13F WCG Wealth Advisors LLC 25 883 -0,04 8 303 -4,35
2026-05-15 13F KM Capital Management Ltd. 0 -100,00 0
2026-05-08 13F Prudent Man Advisors, LLC 124 649 -6,79 39 989 -10,81
2026-04-21 13F Financial Council Asset Management Inc 5 152 -4,36 1 653 -8,53
2026-05-12 13F Wood Tarver Financial Group, LLC 146 291 -9,69 47 -14,81
2026-04-23 13F Farmers & Merchants Investments Inc 9 067 -13,16 2 909 -16,91
2026-05-01 13F Bensler, LLC 1 152 -3,11 370 -7,29
2026-05-12 13F Tiaa Trust, National Association 63 628 -91,54 20 412 -91,90
2026-04-16 13F Ellsworth Advisors, LLC 0 -100,00 0
2026-04-14 13F OLIO Financial Planning 116 729 -1,69 37 448 -5,93
2026-04-21 13F Waterway Wealth Management, LLC 0 -100,00 0
2026-05-07 13F Johnson Financial Group, Inc. 54 734 -2,63 17 559 -6,83
2026-05-12 13F Prostatis Group LLC 1 332 -40,22 427 -42,84
2026-05-13 13F American Investment Services, Inc. 6 833 -0,26 2 192 -4,53
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-04-27 13F Revisor Wealth Management LLC 5 099 -5,75 1 636 -10,85
2026-04-30 13F Petix & Botte Co 13 078 -48,55 8 446 -0,89
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-04-14 13F USA Financial Portformulas Corp 1 931 -4,83 619 -8,97
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 21 284 -22,92 7 -33,33
2026-05-14 13F Bank of Marin 2 493 -7,56 800 -11,62
2026-01-08 13F Old Port Advisors 0 -100,00 0
2026-04-13 13F LexAurum Advisors, LLC 41 978 -23,47 13 467 -25,18
2026-05-15 13F Breakwater Investment Management 117 486 -2,43 37 691 -6,64
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 496 591 -14,12 159 311 -17,82
2026-04-13 13F Gill Capital Partners, Llc 6 351 -5,41 2 037 -9,51
2026-05-06 13F Dunhill Financial, LLC 36 196 -0,51 11 612 -4,80
2026-05-11 13F/A GFS Advisors, LLC 47 733 -3,57 15 313 -7,73
2026-04-23 13F Davidson Kahn Capital Management, LLC 3 454 -13,41 1 108 -17,13
2026-05-07 13F Palisades Hudson Asset Management, L.P. 58 483 -0,06 19 -5,26
2026-05-15 13F Evelyn Partners Asset Management Ltd 2 549 -0,43 818 -4,78
2026-04-15 13F Riversedge Advisors, Llc 3 164 -4,21 1 015 -8,31
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-05-12 13F Ark & Tlk Investments, Llc 16 944 -2,01 5 436 -6,24
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 18 271 -5,51 6 122 -7,77
2026-04-13 13F Kmg Fiduciary Partners, Llc 5 579 -25,59 1 790 -28,81
2026-05-13 13F GW&K Investment Management, LLC 3 411 -2,52 1 0,00
2026-04-08 13F Sax Wealth Advisors, Llc 35 300 -0,26 11 835 -0,25
2026-05-11 13F Fortis Capital Management LLC 5 381 -0,52 1 726 -4,80
2026-04-14 13F Precedent Wealth Partners, Llc 81 162 -0,00 26 038 -4,31
2026-04-17 13F HHM Wealth Advisors, LLC 4 994 -0,66 1 602 -4,93
2026-04-29 13F Penobscot Investment Management Company, Inc. 5 046 -9,51 1 619 -13,43
2026-05-15 13F Squarepoint Ops LLC Call 0 -100,00 0
2026-05-07 13F Meeder Advisory Services, Inc. 1 242 -22,86 398 -26,16
2026-05-15 13F Keating Financial Advisory Services, Inc. 8 360 -3,11 2 682 -7,30
2026-05-20 13F Hobbs Group Advisors, LLC 6 943 -0,27 2 227 -4,58
2026-02-10 13F Chartist Inc /ca/ 0 -100,00 0
2026-05-28 13F Blue Fin Capital, Inc. 1 467 -0,20 471 -4,47
2026-05-15 13F Burns Matteson Capital Management, LLC 8 992 -2,43 2 885 -6,64
2026-04-15 13F Curran Financial Partners, LLC 4 576 -11,47 1 468 -15,29
2026-05-15 13F Avos Capital Management, LLC 1 957 -50,56 628 -52,71
2026-05-15 13F Headinvest, Llc 45 460 -3,70 14 584 -7,85
2026-04-23 13F Mayflower Financial Advisors, LLC 19 130 -0,58 6 137 -4,88
2026-04-20 13F Columbia Asset Management 0 -100,00 0
2026-04-16 13F Flywheel Private Wealth LLC 6 421 -0,14 2 060 -4,45
2026-04-29 13F Frank, Rimerman Advisors LLC 96 583 -0,95 30 985 -5,22
2026-04-07 13F First Financial Corp /in/ 531 -2,21 170 -6,59
2026-05-01 13F Silver Oak Advisory Group, Inc. 32 490 -1,17 10 -9,09
2026-04-07 13F Trinity Financial Advisors LLC 34 535 -17,89 11 079 -21,43
2026-04-08 13F RVW Wealth, LLC 17 356 -29,03 5 568 -32,09
2026-05-14 13F Venture Visionary Partners LLC 81 750 -2,48 26 226 -8,68
2026-04-10 13F Revolve Wealth Partners, LLC 355 863 -7,89 114 164 -11,86
2026-04-17 13F Webster Bank, N. A. 37 467 -1,94 12 020 -6,17
2026-04-20 13F Jfs Wealth Advisors, Llc 48 812 -0,07 15 659 -4,38
2026-05-19 13F Winnow Wealth Llc 0 -100,00 0
2026-05-05 13F New Harbor Financial Group, LLC 0 -100,00 0
2026-01-30 13F SK Wealth Management, LLC 0 -100,00 0
2026-04-08 13F Melone Private Wealth, LLC 1 625 -3,56 521 -7,62
2026-05-13 13F First Citizens Bank & Trust Co 19 500 -9,12 6 256 -13,04
2026-05-11 13F Schiavi & Co LLC 1 295 -3,07 415 -7,16
2026-03-05 13F Bush Investment Group, Llc 101 350 -1,04 33 980 1,10
2026-05-15 13F Squarepoint Ops LLC Put 0 -100,00 0
2026-04-15 13F Trellis Wealth Advisors LLC 84 706 -0,42 27 175 -4,72
2026-04-28 13F Baxter Bros Inc 2 571 -28,58 825 -31,67
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-15 13F Bragg Financial Advisors, Inc 10 704 -4,73 3 434 -8,87
2026-02-05 13F Idaho Trust Bank 0 -100,00 0
2026-04-10 13F Sar Wealth Management Group, Llc 55 742 -0,58 17 883 -4,87
2026-05-13 13F Fund Advisors of America Inc/FL 4 047 -1,99 1 298 -6,21
2026-04-30 13F Fidelity D & D Bancorp Inc 2 963 -1,89 951 -6,13
2026-02-17 13F Dimension Capital Management Llc 0 -100,00 0
2026-04-16 13F Addis & Hill, Inc 62 338 -1,68 19 999 -5,92
2026-05-04 13F Sound Portfolio Advisors, LLC 72 574 -0,40 23 282 -4,70
2026-01-08 13F Spartan Planning & Wealth Management 0 -100,00 0 -100,00
2026-05-12 13F Cornerstone Capital, Inc. 5 625 -25,87 1 805 -29,09
2026-04-17 13F Boston Private Wealth Llc 31 642 -1,12 10 151 -5,39
2026-04-20 13F Kestra Private Wealth Services, Llc 71 128 -7,31 22 818 -11,30
2026-05-14 13F Spg Advisors Llc 1 049 -6,09 337 -10,16
2026-04-27 13F Oxbow Advisors, LLC 7 376 -3,33 2 366 -7,51
2026-04-27 13F Tennessee Valley Asset Management Partners 135 483 -4,14 43 464 -8,27
2026-04-15 13F Tenzing Financial LLC 0 -100,00 0
2026-04-27 13F Marotta Asset Management 9 461 -3,73 3 058 -7,19
2026-05-08 13F Addison Advisors LLC 2 642 -0,90 848 -5,15
2026-04-24 13F Mills Wealth Advisors LLC 2 440 -55,50 783 -57,45
2026-04-20 13F Naples Global Advisors, Llc 18 400 -0,44 5 903 -4,74
2026-05-12 13F Stokes Family Office, LLC 58 889 -4,28 18 892 -8,41
2026-05-20 13F/A J. Mark Nickell & Co. 4 828 -22,69 1 549 -26,04
2026-05-06 13F FSA Advisors, Inc. 0 -100,00 0
2026-04-27 13F F&V Capital Management, LLC 3 859 -62,59 1 -66,67
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-30 13F Titleist Asset Management, Llc 34 801 -9,43 11 165 -13,34
2026-05-13 13F United Services Automobile Association 0 -100,00 0
2026-05-11 13F Clarendon Private LLC 6 424 -34,96 2 061 -37,75
2026-05-15 13F Eagle Capital Management Llc 0 -100,00 0
2026-01-26 13F Liberty Capital Management, Inc. 121 479 -1,58 40 728 0,55
2026-05-15 13F Ameriprise Financial Inc 1 917 767 -12,23 615 337 -16,15
2026-05-15 13F NCM Capital Management, LLC 7 825 -0,06 2 510 -4,38
2026-04-09 13F Key Client Fiduciary Advisors, LLC 3 499 -1,82 1 122 -6,11
2026-05-15 13F Intelligence Driven Advisers, LLC 2 631 -1,13 844 -5,38
2026-05-14 13F Empower Advisory Group, LLC 1 301 303 -21,45 417 471 -24,83
2026-04-29 13F Schmidt P J Investment Management Inc 632 -13,66 203 -17,55
2026-04-16 13F Annex Advisory Services, LLC 119 991 -2,56 38 494 -6,76
2026-05-11 13F HBK Sorce Advisory LLC 91 912 -0,63 33 352 5,76
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 2 705 -0,33 868 -4,62
2026-04-28 13F Flagship Harbor Advisors, Llc 132 426 -0,50 42 484 -4,80
2026-05-12 13F Dynamic Financial Group 0 -100,00 0
2026-04-10 13F Novem Group 9 947 -1,66 3 191 -5,90
2026-05-14 13F Provida Pension Fund Administrator 0 -100,00 0 -100,00
2026-04-30 13F Arista Wealth Management, LLC 17 862 -0,03 5 730 -4,34
2026-04-14 13F Rf&l Wealth Management, Llc 15 017 -3,77 4 818 -7,93
2026-05-15 13F XTX Topco Ltd 0 -100,00 0
2026-01-16 13F Oldfather Financial Services, LLC 5 741 -0,93 1 925 1,21
2026-05-15 13F Larson Financial Group LLC 15 680 -0,37 5 030 -4,66
2026-05-05 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-04-10 13F Sulzberger Capital Advisors, Inc. 9 250 -0,53 2 968 -4,81
2026-04-28 13F Lansing Street Advisors 29 545 -7,66 9 478 -11,64
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-22 13F TruNorth Capital Management, LLC 13 327 -6,13 4 275 -10,19
2026-05-06 13F Heritage Wealth Management, Inc./Texas 884 -0,67 284 -5,03
2026-04-24 13F Smithbridge Asset Management Inc/de 3 668 -33,24 1 177 -36,12
2026-05-14 13F Milestone Asset Management Group, LLC 7 318 -1,12 2 348 -5,40
2026-04-01 13F Beacon Wealthcare LLC 451 671 -2,94 144 900 -7,13
2026-05-01 13F Van Cleef Asset Management,Inc 31 676 -0,16 10 162 -4,47
2026-05-15 13F Punch & Associates Investment Management, Inc. 0 -100,00 0
2026-04-13 13F IFP Advisors, Inc 52 939 -2,03 16 983 -6,25
2026-04-13 13F Shira Ridge Wealth Management 4 729 -12,00 1 517 -15,77
2026-05-05 13F Aventura Private Wealth, LLC 697 -0,29 224 -4,70
2026-02-04 13F Certior Financial Group, Llc 0 -100,00 0
2026-05-11 13F Empirical Asset Management, LLC 1 881 -77,11 603 -5,19
2026-04-21 13F Beaumont Asset Management, L.L.C. 7 002 -1,21 2 246 -5,47
2026-05-12 13F Ames National Corp 10 169 -0,60 3 262 -4,90
2026-05-06 13F MTM Investment Management, LLC 81 -7,95 26 -13,79
2026-04-07 13F Anderson Hoagland & Co 10 412 -48,57 3 340 -50,79
2026-05-06 13F Cedar Point Capital Partners, LLC 2 724 -6,17 874 -10,28
2026-05-05 13F NerdWallet Wealth Partners, LLC 27 819 -27,59 8 927 -30,70
2026-04-22 13F Omnitrust Wealth Management, Inc 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 124 054 -0,14 39 814 -4,41
2026-04-16 13F Kure Advisory, LLC 0 -100,00 0
2026-04-22 13F Coastal Investment Advisors, Inc. 5 412 -5,19 1 736 -9,25
2026-04-09 13F Diversified Management Inc 14 250 -5,71 4 572 -9,77
2026-05-05 13F Regions Financial Corp 320 890 -2,92 102 945 -7,11
2026-04-21 13F Financial Architects, LLC 78 072 -3,38 25 046 -7,55
2026-04-28 13F Meridian Investment Counsel Inc. 2 442 -0,81 783 -5,09
2026-04-28 13F Appleton Partners Inc/ma 3 849 -5,24 1 0,00
2026-05-15 13F Talon Private Wealth, LLC 2 374 -10,89 762 -5,93
2026-04-23 13F Drucker Wealth 3.0, LLC 51 753 -1,21 16 603 -5,47
2026-04-16 13F BridgePort Financial Solutions, LLC 1 886 -17,35 605 -20,92
2026-05-15 13F Markin Asset Management, LP 875 -47,35 281 -49,73
2026-04-23 13F Equita Financial Network, Inc. 150 648 -5,93 48 336 -9,97
2026-05-13 13F Lantern Wealth Advisors, LLC 10 886 -1,28 3 492 -5,55
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 358 -5,54 115 -9,45
2026-05-13 13F Factorial Partners, Llc 18 000 -1,37 5 775 -5,62
2026-05-01 13F Kaizen Financial Strategies 2 758 -2,23 954 0,95
2026-04-15 13F Code Waechter LLC 914 -0,44 293 -4,56
2026-05-11 13F Salomon & Ludwin, LLC 3 621 -1,79 1 172 -6,16
2026-05-12 13F Channel Wealth Llc 2 936 -0,51 942 -4,85
2026-05-08 13F Miller Investment Management, LP 10 429 -4,36 3 346 -8,48
2026-02-17 13F Creegan & Nassoura Financial Group, LLC 2 870 -1,71 962 0,42
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-11 13F Brooklyn FI, LLC 137 422 -7,99 44 086 -11,96
2026-05-01 13F Strategic Financial Partners, Ltd. 9 158 -5,61 2 938 -9,66
2026-04-21 13F Highland Financial Advisors, LLC 25 554 -0,14 8 198 -4,44
2026-04-13 13F Bnc Wealth Management, Llc 13 241 -3,72 4 248 -7,87
2026-04-15 13F Aspen Investment Management Inc 14 424 -0,95 5 0,00
2026-05-12 13F Sivia Capital Partners, LLC 870 -83,22 279 -83,95
2026-05-15 13F/A Studio Investment Management Llc 16 871 -0,34 5 412 -4,63
2026-05-08 13F Atlantic Private Wealth, LLC 51 724 -0,87 16 594 -5,14
2026-06-01 13F Flagship Wealth Advisors, Llc 187 -19,40 57 -27,27
2026-01-09 13F Tactive Advisors, LLC 0 -100,00 0
2026-05-14 13F Ballentine Partners, LLC 5 541 921 -2,07 1 777 904 -6,29
2026-05-12 13F CBIZ Investment Advisory Services, LLC 22 438 -0,93 7 198 -5,20
2026-01-22 13F NRI Wealth Management LC 16 530 -1,74 5 542 0,40
2026-05-13 13F Cliffwater LLC 321 612 -6,51 103 176 -10,54
2026-05-04 13F Financial Security Advisor, Inc. 2 058 -4,90 660 -8,97
2026-05-12 13F Reyes Financial Architecture, Inc. 3 535 -0,20 1 134 -4,47
2026-05-13 13F LM Advisors LLC 11 221 -4,15 35 0,00
2026-04-21 13F Tritonpoint Wealth, Llc 4 489 -48,73 1 440 -50,94
2026-05-11 13F Oxford Wealth Group, LLC 11 011 -12,05 3 532 -15,84
2026-05-19 13F/A Eley Financial Management, Inc 3 915 -0,25 1 256 -4,56
2026-01-16 13F First Community Trust Na 0 -100,00 0
2026-04-10 13F Briaud Financial Planning, Inc 539 110 -2,03 172 925 -6,27
2026-05-07 13F FourThought Financial Partners, LLC 4 793 -1,11 1 538 -5,42
2026-04-17 13F Andina Capital Management, LLC 1 122 -51,28 360 -53,37
2026-04-24 13F DB&C Advisors, LLC 1 614 -0,25 518 -4,61
2026-04-27 13F GDS Wealth Management 4 665 -8,19 1 497 -12,16
2026-04-28 13F Strata Wealth Advisors, LLC 1 641 -5,74 526 -9,78
2026-04-23 13F Forum Financial Management, LP 57 617 -0,76 18 484 -5,04
2026-04-27 13F HTG Investment Advisors, Inc. 9 912 -1,03 3 180 -5,30
2026-04-03 13F Global Wealth Strategies & Associates 1 197 -5,38 384 -9,43
2026-04-08 13F Ervin Investment Management, LLC 1 486 -6,31 477 -10,36
2026-04-21 13F Unique Wealth, Llc 5 572 -29,00 1 787 -32,08
2026-04-08 13F Sharkey, Howes & Javer 6 092 -8,83 1 954 -12,77
2026-04-22 13F Semitam Bonam Llc 50 858 -0,05 16 316 -4,36
2026-04-08 13F WealthCare Investment Partners, LLC 1 936 -3,87 630 -7,09
2026-04-21 13F RCS Financial Planning, LLC 2 959 -0,84 949 -5,10
2026-05-01 13F Compass Financial Services Inc 700 -0,14 225 -4,27
2026-05-14 13F Vivaldi Capital Management, LLC 24 353 -2,51 7 813 -6,71
2026-04-14 13F Juncture Wealth Strategies, Llc 4 793 -6,15 1 538 -10,22
2026-05-12 13F Curio Wealth, Llc 2 198 -0,09 705 -5,62
2026-04-22 13F Financial Futures Ltd Liability Co. 833 -0,72 267 -4,98
2026-04-17 13F Legacy Wealth Partners, LLC 1 725 -12,70 554 -16,47
2026-05-08 13F Financial Strategies Group, Inc. 11 956 -0,70 4 215 2,58
2026-05-13 13F Alamar Capital Management, LLC 0 -100,00 0 -100,00
2026-05-06 13F Astra Wealth Partners LLC 20 020 -2,18 6 423 -6,40
2026-04-28 13F Grange Capital, LLC 1 438 -1,98 461 -6,11
2026-05-15 13F Signal Tree Financial Partners Llc 11 379 -1,07 3 650 -5,34
2026-04-21 13F Bennett Selby Investments Lp 3 122 -0,13 1 001 -4,39
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-11 13F Beacon Capital Management, LLC 151 381 -15,10 48 565 -18,76
2026-05-06 13F Gryphon Financial Partners LLC 109 257 -3,68 35 051 -7,83
2026-05-09 13F ZEGA Investments, LLC 1 870 -29,14 600 -32,24
2026-04-28 13F Integrated Advisors Network LLC 36 574 -31,50 11 733 -34,45
2026-05-15 13F London & Capital Asset Management Ltd 7 461 -28,38 2 394 -31,44
2026-04-30 13F Main Street Research LLC 1 289 -16,19 414 -19,81
2026-04-22 13F Benchmark Financial, LLC 0 -100,00 0
2026-05-13 13F Mpwm Advisory Solutions, Llc 2 859 -20,83 917 -24,21
2026-04-29 13F Harbour Capital Advisors, LLC 5 026 -1,70 1 765 2,68
2026-05-11 13F Estate Planners Group, LLC 1 895 -2,87 608 -7,19
2026-04-16 13F Fortem Financial Group, Llc 909 -9,01 292 -12,87
2026-06-05 13F Verus Advisory, Inc. 0 -100,00 0 -100,00
2026-04-21 13F Cfm Wealth Partners Llc 686 -2,70 220 -6,78
2026-05-11 13F Manchester Capital Management LLC 9 160 -0,72 2 939 -5,01
2026-05-14 13F Betterment LLC 24 526 707 -2,56 7 868 -6,77
2026-04-24 13F APCM Wealth Management for Individuals 1 821 -0,82 584 -5,04
2026-05-08 13F Core Wealth Partners LLC 1 042 -0,48 334 -4,84
2026-04-30 13F Pearl Planning LLC 808 -2,42 259 -6,50
2026-04-24 13F Heritage Investors Management Corp 21 125 -1,72 7 -14,29
2026-04-17 13F Baker Ellis Asset Management LLC 222 130 -0,47 71 261 -4,76
2026-05-06 13F ProVise Management Group, LLC 1 060 -1,58 340 -5,82
2026-04-20 13F Kennicott Capital Management Llc 8 379 -2,68 2 688 -6,86
2026-04-27 13F Iron Financial, LLC 35 712 -1,15 11 457 -5,41
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-04-14 13F Clean Yield Group 738 -9,11 237 -13,24
2026-05-13 13F Arvest Bank Trust Division 4 072 -3,62 1 306 -7,77
2026-05-13 13F Ingalls & Snyder Llc 712 -46,10 0
2026-04-22 13F Rainey & Randall Investment Management Inc. 779 -4,88 250 -8,76
2026-01-21 13F StrongBox Wealth, LLC 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 1 057 -3,65 339 -7,63
2026-04-20 13F First PREMIER Bank 108 390 -5,01 35 -10,53
2026-05-08 13F Reicon Wealth Advisors, Llc 500 -12,28 160 -16,23
2026-04-08 13F Parisi Gray Wealth Management 63 457 -0,56 20 358 -4,85
2026-04-17 13F Swp Financial Llc 777 -18,55 249 -21,94
2026-04-28 13F MBL Wealth, LLC 5 939 -9,86 1 905 -13,76
2026-04-13 13F Advocate Group Llc 18 129 -1,16 5 816 -5,42
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 16 804 -1,99 5 391 -6,23
2026-05-07 13F Liberty Square Wealth Partners Llc 3 487 -4,83 1 119 -8,96
2026-05-07 13F REDW Wealth LLC 67 745 -8,02 21 733 -11,99
2026-05-12 13F Avant Capital LLC 13 267 -2,06 4 256 -6,28
2026-05-15 13F Pursuit Wealth Strategies, Llc 88 -5,38 28 -9,68
2026-04-08 13F Spinnaker Investment Group, LLC 6 434 -49,57 2 064 -51,74
2026-04-17 13F Gibson Capital, LLC 851 601 -1,08 273 202 -5,34
2026-05-07 13F Principle Wealth Partners Llc 84 895 -2,78 27 235 -6,98
2026-05-13 13F Brinker Capital Investments, LLC 629 686 -8,96 202 010 -12,88
2026-05-05 13F Midwestern Financial, LLC /IA 11 039 -15,85 3 541 -19,49
2026-04-08 13F Aurelius Family Office LLC 10 881 -0,32 3 491 -5,62
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-05-11 13F Foundations Investment Advisors, LLC 100 287 -4,38 32 173 -8,51
2026-05-13 13F Archvest Wealth Advisors, Inc. 4 664 -4,07 1 496 -8,22
2026-05-08 13F Bokf, Na 44 553 -17,39 14 293 -20,95
2026-05-13 13F Hirtle Callaghan & Co LLC 215 155 -8,90 69 024 -12,83
2026-05-05 13F Gallacher Capital Management LLC 11 700 -0,01 3 754 -4,31
2026-04-29 13F TriaGen Wealth Management LLC 9 387 -0,51 3 012 -4,81
2026-05-04 13F Glassman Wealth Services 44 146 -1,11 14 163 -5,38
2026-04-21 13F Creative Capital Management Investments LLC 4 830 -0,19 1 550 -4,50
2026-05-12 13F Sfmg, Llc 8 099 -3,34 2 598 -7,51
2026-04-09 13F Everhart Financial Group, Inc. 179 893 -2,45 57 712 -6,65
2026-04-22 13F Onyx Bridge Wealth Group LLC 32 258 -0,65 10 349 -4,93
2026-04-10 13F Affinity Wealth Management Llc 1 990 -4,69 639 -8,86
2026-04-29 13F WealthPLAN Partners, LLC 29 125 -15,61 9 344 -19,25
2026-04-17 13F BCS Wealth Management 14 556 -38,03 4 670 -40,70
2026-04-20 13F Eagle Strategies LLC 3 676 -3,42 1 179 -7,60
2026-04-15 13F Wealthcare Capital Management Llc 1 085 614 -0,84 348 276 -5,11
2026-04-22 13F SFG Wealth Management, LLC. 3 657 -9,55 1 173 -13,43
2026-05-13 13F Scotia Capital Inc. 4 558 -11,51 1 462 -15,30
2026-04-17 13F Tectonic Advisors Llc 1 161 -44,24 372 -46,70
2026-05-13 13F Caitlin John, LLC 7 976 -18,68 2 559 -22,17
2026-05-08 13F Weinberger Asset Management, Inc 104 582 -4,24 33 551 -8,37
2026-05-13 13F Bienville Capital Management, LLC 2 245 -8,85 720 -12,73
2026-04-27 13F Colonial River Wealth Management, LLC 2 785 -12,61 893 -16,39
2026-05-08 13F Buck Wealth Strategies, LLC 1 146 -7,73 368 -11,78
2026-04-17 13F Certified Advisory Corp 12 141 -1,23 3 895 -5,48
2026-04-08 13F Towerpoint Wealth, LLC 2 767 -1,71 888 -5,94
2026-05-04 13F Westside Investment Management, Inc. 57 691 -0,35 18 509 -4,65
2026-05-06 13F Avalon Trust Co 9 647 -3,26 3 095 -7,45
2026-04-28 13F Hoey Investments, Inc 60 -15,49 19 -17,39
2026-05-11 13F Per Stirling Capital Management, LLC. 2 313 -1,36 742 -5,60
2026-04-13 13F Wolff Wiese Magana Llc 538 -2,71 172 -7,03
2026-04-08 13F Beacon Financial Strategies CORP 96 966 -3,17 31 108 -7,35
2026-04-17 13F New Covenant Trust Company, N.A. 47 082 -1,03 15 104 -5,59
2026-04-06 13F WASHINGTON TRUST Co 56 212 -1,16 18 033 -5,42
2026-05-01 13F Kraft, Davis & Associates, LLC 70 601 -4,85 25 002 -1,55
2026-05-11 13F Montis Financial, LLC 19 007 -5,61 6 098 -9,69
2026-04-23 13F Spinnaker Trust 4 030 -3,77 1 293 -7,98
2026-05-14 13F Potomac Fund Management Inc /adv 0 -100,00 0
2026-05-01 13F/A Lodestone Wealth Management LLC 10 605 -0,29 3 402 -4,57
2026-04-23 13F Orca Investment Management, LLC 7 762 -2,04 2 490 -6,25
2026-04-16 13F Telos Capital Management, Inc. 121 288 -2,47 38 910 -6,68
2026-04-30 13F Legacy Financial Advisors, Inc. 17 798 -1,14 5 710 -5,42
2026-04-22 13F Churchill Financial Advisors, LLC 4 315 -0,87 1 384 -5,14
2026-04-30 13F ATX Financial Planning, LLC 6 394 -2,55 2 051 -6,73
2026-04-20 13F Penobscot Wealth Management 1 855 -9,25 595 -13,28
2026-05-07 13F Sage Financial Group Inc 9 191 -0,30 2 948 -4,60
2026-04-22 13F Bay Capital Advisors, LLC 1 449 -50,02 465 -52,21
2026-04-21 13F AEGON USA Investment Management, LLC 280 031 -1,53 89 837 -5,77
2026-05-07 13F JMG Financial Group, Ltd. 150 404 -0,16 48 251 -4,46
2026-04-13 13F Cyndeo Wealth Partners, LLC 33 190 -0,33 10 648 -4,63
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-11 13F Northwest Quadrant Wealth Management, LLC 4 493 -0,47 1 441 -4,76
2026-05-11 13F Financial Symmetry Inc 9 764 -0,07 3 458 5,59
2026-05-12 13F Bbr Partners, Llc 69 972 -34,43 22 448 -37,26
2026-05-15 13F Advisor Group Holdings, Inc. 2 623 638 -0,37 841 914 -4,67
2026-04-27 13F FF Advisors,LLC 10 566 -0,87 3 696 3,41
2026-05-06 13F Tandem Wealth Advisors LLC 10 026 -20,33 3 216 -23,77
2026-05-14 13F Morningstar Investment Management LLC 165 190 -22,56 52 995 74 539,44
2026-04-30 13F Hegarty Advisors, LLC 8 337 -0,24 2 674 -4,53
2026-05-19 13F McIlrath & Eck, LLC 24 663 -0,54 7 912 -4,82
2026-04-28 13F Seascape Capital Management 887 -2,63 0
2026-04-20 13F Longview Financial Advisors LLC 1 958 -3,97 628 -8,05
2026-04-20 13F LifeWealth Investments, LLC 2 716 -1,34 871 -5,53
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 2 811 -7,75 902 -11,75
2026-04-30 13F Landaas & Co /wi /adv 335 642 -1,66 107 677 -5,91
2026-05-04 13F Hibernia Wealth Partners, LLC 1 652 -0,66 530 -5,03
2026-04-20 13F Fairvoy Private Wealth, LLC 0 -100,00 0
2026-04-24 13F Reality Financial Planning Services, LLC 69 565 -1,58 22 317 -5,82
2026-04-27 13F Meramec Financial Planners, LLC 1 469 -1,54 514 1,18
2026-01-20 13F Cromwell Holdings LLC 0 -100,00 0
2026-04-28 13F Compton Financial Group, LLC 1 112 -4,71 357 -8,95
2026-05-12 13F Resolute Capital, Llc 8 487 -0,12 2 723 -4,42
2026-05-04 13F Lutz Financial Services LLC 3 453 -1,71 1 108 -5,95
2026-04-13 13F Stockman Wealth Management, Inc. 3 424 -32,89 1 098 -35,79
2026-04-30 13F Verdence Capital Advisors LLC 8 387 -40,92 2 691 -43,48
2026-04-21 13F Columbus Macro, LLC 4 047 -4,71 1 298 -8,78
2026-04-08 13F Woodstock Corp 1 012 -7,07 325 -11,23
2026-04-29 13F Resonant Capital Advisors, LLC 25 615 -0,25 8 218 -4,54
2026-04-17 13F Richards, Merrill & Peterson, Inc. 700 -4,50 224 -8,57
2026-01-29 13F Comerica Bank 283 195 -2,09 94 947 0,03
2026-05-15 13F ROI Financial Advisors, LLC 789 -5,28 253 -9,32
2026-04-27 13F Reynders McVeigh Capital Management, LLC 2 871 -1,48 1
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 3 819 -5,02 1 225 -9,12
2026-06-01 13F Foguth Wealth Management, LLC. 10 849 -16,28 4 042 -7,25
2026-05-19 13F Paragon Private Wealth Management, LLC 0 -100,00 0
2026-05-12 13F All Terrain Financial Advisors, LLC 2 701 -2,77 866 -6,98
2026-05-11 13F a16z Perennial Management, L.P. 44 959 -57,24 14 423 -73,67
2026-05-04 13F Principal Financial Group Inc 146 996 -0,07 47 158 -4,38
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 1 744 -3,81 559 -7,91
2026-05-15 13F TRUE Private Wealth Advisors 631 -7,34 203 -11,40
2026-05-07 13F Grandview Asset Management LLC 6 319 -8,35 2 027 -12,29
2026-05-08 13F Prime Capital Investment Advisors, LLC 1 083 783 -2,69 347 688 -6,89
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 93 285 -18,74 29 927 -22,25
2026-05-18 13F Wilson & Boucher Capital Management, LLC 52 828 -0,53 16 948 -4,82
2026-05-11 13F Integrity Alliance, Llc. 30 377 -3,90 9 746 -8,05
2026-04-08 13F Selby Wealth Management, LLC 17 029 -0,41 5 463 -4,69
2026-05-12 13F Ballast Advisors Llc 336 -3,45 0 -100,00
2026-05-14 13F Schroder Investment Management Group 453 -30,63 145 -33,49
2026-02-06 13F Global Retirement Partners, LLC 97 650 -4,68 32 739 -2,62
2026-05-13 13F Douglass Winthrop Advisors, LLC 898 -69,77 288 -71,08
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-01-30 13F Pure Portfolios Holdings Llc 21 359 -3,30 7 161 -1,20
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 3 213 -0,43 1 031 -4,72
2026-05-12 13F Voya Financial Advisors, Inc. 10 986 -3,43 3 440 -10,65
2026-04-20 13F Hixon Zuercher, LLC 0 -100,00 0
2026-05-06 13F Simon Quick Advisors, Llc 74 289 -0,58 23 833 -4,87
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-03-05 13F/A Banco Santander, S.A. 0 -100,00 0
2026-05-15 13F Blueprint Investment Partners LLC 13 007 -11,83 4 173 -15,65
2026-05-14 13F Investors Portfolio Services LLC 418 -0,71 134 -4,96
2026-05-07 13F Clark Financial Services Group Inc /bd 969 -19,78 311 -23,96
2026-04-24 13F Medallion Wealth Advisors, LLC 26 591 -0,38 8 531 -4,68
2026-04-22 13F Keenan, LLC 632 -0,16 203 -4,72
2026-04-24 13F American Institute for Advanced Investment Management, LLP 8 086 -28,18 2 594 -31,27
2026-05-14 13F Lhm, Inc. 336 896 -0,28 108 080 -4,58
2026-04-27 13F Ethic Inc. 1 150 -15,75 369 -19,47
2026-04-23 13F Cornerstone Wealth Management, LLC 52 139 -3,56 16 727 -7,72
2026-04-13 13F Chesley Taft & Associates LLC 27 975 -2,17 8 975 -6,39
2026-05-15 13F Pin Oak Investment Advisors Inc 339 -57,57 0
2026-05-05 13F Gilbert & Cook, Inc. 11 575 -41,32 3 713 -43,85
2026-05-14 13F Atomi Financial Group, Inc. 76 942 -4,51 24 684 -8,63
2026-05-14 13F Cambria Investment Management, L.P. 14 111 -29,79 4 527 -32,83
2026-05-01 13F International Assets Investment Management, Llc 39 534 -4,71 12 779 -8,14
2026-05-14 13F Vident Advisory, LLC 4 474 -1,17 1 435 -5,41
2026-05-12 13F SVRN Asset Management, LLC 64 548 -18,95 20 708 -22,45
2026-04-27 13F Transcendent Capital Group LLC 1 942 -6,45 623 -10,49
2026-04-20 13F Pegasus Asset Management, Inc. 12 831 -3,16 4 116 -7,34
2026-04-28 13F Altfest L J & Co Inc 3 447 -8,95 1 106 -12,92
2026-05-07 13F Midland Wealth Advisors Llc 20 038 -1,33 6 428 -5,58
2026-05-14 13F Marble Wealth, LLC 6 456 -0,43 2 071 -4,69
2026-02-17 13F Capital Insight Partners, Llc 12 290 -0,88 4 120 1,28
2026-05-08 13F Coldstream Capital Management Inc 150 033 -3,12 48 132 -7,30
2026-05-15 13F Estate Counselors, LLC 3 477 -91,62 1 116 -91,98
2026-05-12 13F Ameritas Advisory Services, LLC 56 176 -5,93 18 022 -9,99
2026-05-15 13F Okabena Investment Services Inc 1 161 -7,93 372 -11,85
2026-04-15 13F City Holding Co 15 452 -0,78 4 957 -5,08
2026-04-20 13F Boston Standard Wealth Management, LLC 668 053 -0,25 215 995 -3,80
2026-04-30 13F Robinson Smith Wealth Advisors Llc 1 043 -1,51 335 -5,92
2026-05-11 13F Hansen & Associates Financial Group, Inc. 1 671 -62,60 541 -64,64
2026-04-21 13F Northern Lights Advisors, Inc. 18 516 -5,83 5 940 -9,89
2026-05-04 13F Headland Capital, LLC 832 -49,70 267 -51,99
2026-01-23 13F Norris Perne & French Llp/mi 0 -100,00 0
2026-05-13 13F Visionary Wealth Advisors 9 609 -0,30 3 083 -4,61
2026-04-13 13F Lake Street Financial Llc 12 301 -3,32 3 946 -7,50
2026-04-07 13F Alpha Omega Wealth Management LLC 8 243 -1,25 2 644 -5,50
2026-05-13 13F Franklin Resources Inc Put 0 -100,00 0 -100,00
2026-04-17 13F Guyasuta Investment Advisors Inc 17 844 -15,29 5 724 -18,95
2026-04-17 13F Union Savings Bank 2 723 -8,90 874 -12,87
2026-04-28 13F Townsend & Associates, Inc 0 -100,00 0
2026-05-13 13F Pitcairn Wealth Advisors LLC 28 563 -59,39 9 578 -59,38
2026-05-06 13F Greenwood Gearhart Inc 46 292 -38,51 14 851 -41,16
2026-04-09 13F Baron Financial Group, LLC 5 887 -1,21 1 889 -5,46
2026-05-06 13F Bessemer Group Inc 290 715 -2,47 93 -6,06
2026-05-15 13F Navis Wealth Advisors, LLC 844 -10,59 271 -14,56
2026-04-01 13F BancFirst Trust & Investment Management 10 363 -5,39 3 230 -12,73
2026-04-15 13F Norden Group Llc 1 469 -16,30 471 -19,90
2026-05-08 13F/A JPL Wealth Management, LLC 29 062 -1,34 9 323 -5,59
2026-04-23 13F Embree Financial Group 12 797 -1,58 4 105 -5,83
2026-04-22 13F Integrated Wealth Management 1 475 -19,22 473 -22,71
2026-05-11 13F Ashton Thomas Private Wealth, LLC 55 099 -18,20 17 676 -21,73
2026-05-11 13F Legacy Edge Advisors, LLC 5 820 -3,03 1 867 -7,21
2026-04-07 13F Boltwood Capital Management 2 984 -1,75 957 -5,99
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-07 13F Greykasell Wealth Strategies, Inc. 1 397 -6,87 448 -10,93
2026-05-07 13F Harbor Advisory Corp /ma/ 2 135 -33,84 685 -36,73
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 3 683 -3,91 1 182 -8,09
2026-05-06 13F Quest 10 Wealth Builders, Inc. 3 936 -1,16 1 263 -5,40
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-05-13 13F Davis R M Inc 49 865 -3,26 15 997 -7,44
2026-04-22 13F SC&H Financial Advisors, Inc. 13 081 -0,40 4 196 -4,68
2026-05-08 13F Truepoint, Inc. 1 178 270 -1,16 378 001 -5,42
2026-04-17 13F Summit Wealth Partners, LLC 3 311 -3,02 1 062 -7,17
2026-01-20 13F Maryland Capital Advisors Inc. 56 289 -0,73 18 872 1,42
2026-02-13 13F Nicolet Advisory Services, Llc 10 470 -2,92 3 591 1,01
2026-04-24 13F FRG Family Wealth Advisors LLC 133 812 -0,91 42 928 -5,18
2026-05-07 13F Element Pointe Advisors, Llc 1 025 -31,07 329 -34,14
2026-05-05 13F Nolet Wealth Management, LLC 2 343 -7,86 752 -11,85
2026-05-13 13F Alliance Wealth Advisors, LLC 5 645 -0,28 1 811 -4,59
2026-05-15 13F National Bank Of Canada /fi/ 73 064 -13,57 23 442 -17,28
2026-05-07 13F Virtue Capital Management, LLC 2 181 -14,54 680 -20,86
2026-04-24 13F Bull Street Advisors, LLC 1 399 -82,05 0 -100,00
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-07 13F Ckw Financial Group 0 -100,00 0
2026-04-21 13F Sequent Planning LLC 12 070 -4,49 3 872 -8,61
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 3 243 -2,93 1 040 -7,14
2026-04-08 13F Cambridge Financial Group, LLC 3 182 -6,99 1 021 -8,68
2026-04-30 13F Henson-Edgewater Management, LLC 8 284 -4,87 2 658 -8,98
2026-04-07 13F Eastern Bank 31 735 -4,12 10 181 -8,26
2026-04-21 13F Strategic Equity Management 3 419 -7,32 1 097 -11,33
2026-05-07 13F Sagespring Wealth Partners, Llc 20 173 -65,08 6 472 6,47
2026-04-16 13F Davis Capital Management 11 379 -0,48 3 651 -4,77
2026-04-14 13F Regent Peak Wealth Advisors LLC 244 405 -4,39 78 408 -8,51
2026-04-15 13F Wealthcare Capital Partners, LLC 68 686 -2,43 22 035 -6,64
2026-01-16 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-05-11 13F Madden Advisory Services, Inc. 10 239 -0,26 3 285 -4,56
2026-05-15 13F Cape Investment Advisory, Inc. 2 929 -9,01 940 -12,97
2026-04-14 13F Xena Financial Planning, LLC 7 194 -6,77 2 308 -10,79
2026-05-11 13F CFO4Life Group, LLC 26 373 -0,33 8 461 -4,63
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 2 480 -6,06 796 -10,17
2026-05-01 13F Mutual Advisors, LLC 87 484 -2,40 28 066 -6,61
2026-04-07 13F Cooper Financial Group 923 -1,07 296 -5,13
2026-04-21 13F Buttonwood Financial Advisors Inc. 4 279 -7,94 1 373 -11,94
2026-05-11 13F Evermay Wealth Management Llc 30 791 -7,97 9 878 -11,94
2026-05-08 13F Indie Asset Partners, LLC 1 595 -4,95 512 -9,07
2026-04-20 13F Values Added Financial LLC 13 346 -0,90 4 281 -5,18
2026-05-15 13F Capstone Triton Financial Group, LLC 0 -100,00 0
2026-05-15 13F Ehrenkranz Partners L.P. 1 156 -11,35 371 -15,33
2026-04-28 13F Robertson Stephens Wealth Management, LLC 141 067 -16,30 45 256 -19,91
2026-04-15 13F Cypress Financial Planning Llc 2 020 -13,19 648 -17,68
2026-05-08 13F Walleye Trading LLC Call 7 700 -20,62 2 470 -24,05
2026-05-12 13F Holderness Investments Co 1 413 -5,36 453 -9,40
2026-04-23 13F Caliber Wealth Management, LLC / KS 79 782 -9,67 25 595 -13,57
2026-05-08 13F Walleye Trading LLC Put 100 -97,73 32 -97,83
2026-05-01 13F Kassira Wealth Management LLC 6 399 -4,83 2 053 -8,96
2026-05-07 13F Legacy Capital Wealth Management, Llc 1 733 -5,51 556 -9,61
2026-05-12 13F Red Reef Advisors Llc 93 -17,70 30 -21,62
2026-04-15 13F ARS Wealth Advisors Group, LLC 3 213 -21,77 1 031 -25,20
2026-04-22 13F My Personal CFO, LLC 108 406 -1,21 34 778 -5,47
2026-04-10 13F Green Ridge Wealth Planning LLC 1 286 -11,49 413 -15,40
2026-05-08 13F Darden Wealth Group Inc 3 843 -14,62 1 233 -18,29
2026-05-15 13F Transamerica Financial Advisors, Inc. 164 -75,11 53 -76,36
2026-04-21 13F Encompass Wealth Advisors, Llc 1 257 -27,88 403 -30,99
2026-04-22 13F Midwest Financial Group LLC 3 342 -1,18 1 072 -5,38
2026-04-14 13F Lockerman Financial Group, Inc. 665 -3,06 213 -6,99
2026-04-15 13F Johnson & White Wealth Management, LLC 1 678 -1,29 538 -5,61
2026-04-08 13F Castle Rock Wealth Management, LLC 1 131 -0,44 366 -4,44
2026-04-14 13F FC Advisory LLC 22 944 -0,78 7 361 -5,07
2026-05-12 13F Harfst & Associates, Inc. 28 797 -0,43 9 238 -4,72
2026-04-23 13F Blackston Financial Advisory Group, LLC 37 915 -1,51 12 164 -5,76
2026-04-23 13F Mad River Investors 8 800 -27,40 2 823 -30,54
2026-05-06 13F Main Street Group, LTD 7 421 -1,09 2 381 -5,37
2026-04-28 13F Tide Cove Capital Partners LLC 116 393 -18,84 40 943 -16,83
2026-04-24 13F Yousif Capital Management, Llc 47 455 -0,41 15 224 -4,65
2026-05-14 13F Dynasty Wealth Management, Llc 12 344 -28,55 3 960 -31,63
2026-05-14 13F Rhodes Investment Advisors Inc /adv 2 882 -45,99 925 -48,35
2026-04-13 13F Mather Group, Llc. 312 670 -1,00 100 308 -5,27
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-04-14 13F BSW Wealth Partners 26 132 -1,49 8 383 -5,75
2026-05-14 13F Bare Financial Services, Inc 10 193 -4,09 3 270 -8,22
2026-05-21 13F Front Street Capital Management, Inc. 0 -100,00 0 -100,00
2026-05-06 13F Mechanics Financial Corp 100 -88,80 32 -89,30
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 9 068 -0,12 2 909 -4,43
2026-02-17 13F Novo Holdings A/S 0 -100,00 0
2026-05-08 13F Align Financial, LLC 19 466 -99,69 6 245 -0,43
2026-03-12 13F Nalls Sherbakoff Group, Llc 412 -11,97 138 25,45
2026-05-05 13F Clear Harbor Asset Management, LLC 91 492 -2,09 29 352 -6,32
2026-04-16 13F Westmount Partners, LLC 20 402 -3,33 6 545 -7,49
2026-05-13 13F Natixis Advisors, L.p. 86 488 -26,65 28 -30,77
2026-04-27 13F PAX Financial Group, LLC 2 484 -3,46 797 -7,66
2026-04-27 13F Mosley Wealth Management 14 130 -0,01 4 637 -1,11
2026-04-14 13F SNS Financial Group, LLC 27 331 -2,83 8 768 -7,02
2026-04-29 13F W Advisors, Llc 1 373 -0,87 440 -5,17
2026-04-16 13F Genesis Private Wealth, Llc 669 -2,19 215 -6,55
2026-04-27 13F Symmetry Partners, LLC 37 701 -10,20 12 095 -14,08
2026-01-28 13F Omega Financial Group, LLC Call 0 -100,00 0
2026-05-13 13F Drake & Associates, LLC 1 719 -15,53 552 -19,21
2026-01-28 13F Omega Financial Group, LLC 0 -100,00 0
2026-02-13 13F Barclays Plc 21 995 -48,83 7 374 -47,72
2026-05-06 13F Sound View Wealth Advisors Group, LLC 70 368 -7,29 22 575 -11,29
2026-05-05 13F Leo Wealth, LLC 13 440 -3,77 4 312 -7,92
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100,00 0
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-05-07 13F Lowe Brockenbrough & Co Inc 3 150 -1,84 1 011 -6,05
2026-04-22 13F Straight Path Wealth Management 957 -0,42 307 -4,66
2026-04-28 13F Halter Ferguson Financial Inc. 3 007 -2,40 965 -6,59
2026-05-01 13F AF Advisors, Inc. 4 997 -2,97 1 603 -7,13
2026-01-05 13F Trust Co of the South 0 -100,00 0
2026-05-06 13F Angeles Wealth Management, Llc 52 105 -7,46 16 716 -11,45
2026-04-23 13F OakTrust Wealth Advisors, LLC 4 249 -0,96 1 363 -5,22
2026-04-22 13F Madison Park Capital Advisors, LLC 0 -100,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 10 979 -36,52 3 522 -39,25
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-05-15 13F Bedell Frazier Investment Counseling, LLC 0 -100,00 0
2026-05-13 13F Tandem Investment Partners LLC 12 151 -8,76 3 898 -12,68
2026-05-04 13F Milestones Private Investment Advisors LLC 0 -100,00 0
2026-04-27 13F Beacon Financial Advisory LLC 1 564 -1,88 502 -6,18
2026-04-20 13F Legal Advantage Investments, Inc. 14 049 -4,42 4 507 -8,54
2026-04-16 13F SG Americas Securities, LLC 0 -100,00 0
2026-04-17 13F High Net Worth Advisory Group LLC 15 559 -2,09 4 992 -6,31
2026-04-30 13F Beacon Financial Group 30 783 -0,80 9 875 -5,08
2026-04-27 13F Sound Income Strategies, LLC 4 968 -46,25 1 606 -49,19
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-04-27 13F Nvwm, Llc 9 697 -6,86 3 111 -10,89
2026-04-28 13F Belpointe Asset Management LLC 45 554 -6,59 14 615 -10,62
2026-04-07 13F Abacus Planning Group, Inc. 220 983 -0,68 70 893 -4,97
2026-04-21 13F Northeast Investment Management 5 528 -0,84 1 773 -5,14
2026-04-22 13F Muirfield Wealth Advisors Llc 6 324 -6,60 2 029 -10,66
2026-05-06 13F Diversified Portfolios, Inc. 457 854 -0,14 146 884 -4,44
2026-04-21 13F Poehling Capital Management, LLC 1 241 -73,86 398 -74,98
2026-02-17 13F Camarda Financial Advisors, LLC 0 -100,00 0
2026-04-15 13F Trust Point Inc. 34 175 -0,48 10 964 -4,77
2026-05-04 13F Legacy Capital Group California, Inc. 2 122 -7,82 681 -11,80
2026-05-01 13F Natural Investments, Llc 1 440 -11,22 0
2026-05-12 13F Awm Capital, Llc 1 042 -2,89 334 -6,96
2026-04-15 13F Stordahl Capital Management, Inc. 4 571 -1,42 1 466 -5,66
2026-05-14 13F Lgl Partners, Llc 0 -100,00 0
2026-04-21 13F Nemes Rush Group LLC 13 743 -0,81 4 409 -5,10
2026-04-09 13F Mechanics Bank Trust Department 1 580 -8,46 507 -12,46
2026-04-30 13F Waterfront Wealth Inc. 1 283 -1,91 412 -8,05
2026-04-28 13F Journey Beyond Wealth, LLC 914 -12,12 293 -15,80
2026-05-01 13F R. W. Roge & Company, Inc. 17 539 -0,34 6 0,00
2026-04-23 13F Howard Bailey Securities, Llc 781 -79,48 251 -80,41
2026-04-23 13F Prosperity Advisers, LLC 52 638 -3,46 16 887 -7,63
2026-04-24 13F Financial Plan, Inc. 7 212 -2,91 2 314 -7,11
2026-01-26 13F Marion Wealth Management 0 -100,00 0
2026-05-04 13F CORDA Investment Management, LLC. 3 294 -0,18 1 057 -4,52
2026-05-11 13F Biltmore Family Office, LLC 14 435 -20,13 4 631 -23,58
2026-05-13 13F Argent Trust Co 45 926 -4,16 14 734 -8,29
2026-05-05 13F Signet Financial Management, Llc 25 847 -0,16 8 292 -4,46
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-04-23 13F Chicago Capital, LLC 37 671 -1,38 12 085 -5,63
2026-05-06 13F DecisionPoint Financial, LLC 12 433 -0,14 3 989 -4,46
2026-04-29 13F Sunrise Financial Services, LLC 4 353 -71,53 1 396 -72,77
2026-04-24 13F Sage Investment Counsel LLC 3 703 -0,03 1 188 -4,27
2026-05-13 13F J Hagan Capital, Inc. 4 087 -25,58 1 311 -28,79
2026-04-21 13F Pacific Park Financial, Inc. 88 005 -15,10 28 233 -18,77
2026-04-29 13F San Luis Wealth Advisors LLC 3 138 -0,66 1 007 -5,00
2026-04-24 13F KPP Advisory Services LLC 4 639 -20,25 1 488 -23,69
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 146 799 -0,55 47 095 -4,84
2026-05-11 13F Allianz Asset Management GmbH 6 800 -30,47 2 182 -33,47
2026-05-11 13F Partners in Financial Planning 35 101 -1,22 11 261 -5,48
2026-04-23 13F WMG Financial Advisors, LLC 5 761 -2,52 1 848 -6,71
2026-05-05 13F Sherry Group, Inc. 3 438 -1,15 1 103 -6,21
2026-05-11 13F Wealth Management Strategies, Inc. 7 970 -0,28 2 557 -4,59
2026-01-12 13F Divergent Planning, LLC 960 -3,23 323 -1,53
2026-04-22 13F Grove Street Fiduciary, LLC 29 337 -3,63 9 412 -7,79
2026-04-22 13F Hoese & Co LLP 11 729 -0,29 3 763 -4,59
2026-04-28 13F Life Planning Partners, Inc 23 605 -0,65 7 573 -4,93
2026-04-22 13F Aegis Wealth Management LLC 12 681 -2,50 4 068 -6,70
2026-02-13 13F Uniting Wealth Partners, LLC 0 -100,00 0
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 11 250 -8,34 3 609 -12,30
2026-05-04 13F Mml Investors Services, Llc 455 873 -4,99 146 249 -9,09
2026-05-05 13F Frisch Financial Group, Inc. 4 378 -0,70 1 405 -5,01
2026-04-30 13F Forza Wealth Management, LLC 12 777 -1,27 4 099 -5,55
2026-05-06 13F Pekin Hardy Strauss, Inc. 885 -12,89 284 -16,76
2026-04-20 13F Segment Wealth Management, LLC 320 507 -0,64 102 822 -4,93
2026-04-13 13F Bourgeon Capital Management Llc 2 502 -17,45 803 -21,06
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-15 13F/A Vermillion & White Wealth Management Group, LLC 1 346 -0,15 432 -4,65
2026-05-12 13F Atlantic Union Bankshares Corp 19 272 -2,04 6 183 -6,26
2026-04-16 13F Beese Fulmer Investment Management, Inc. 6 252 -2,34 2 006 -6,57
2026-05-13 13F May Barnhard Investments LLC 8 958 -0,67 2 874 -4,96
2026-05-07 13F Hanover Advisors Inc 184 267 -1,19 59 115 -5,45
2026-04-13 13F Affinity Capital Advisors, LLC 845 -2,54 271 -6,55
2026-04-07 13F Holland Advisory Services, Inc. 7 686 -0,35 2 466 -4,64
2026-04-17 13F Watershed Private Wealth Llc 7 623 -0,64 2 446 -4,94
2026-05-04 13F Wsfs Capital Management, Llc 15 969 -2,15 5 123 -6,36
2026-04-15 13F Silverlake Wealth Management Llc 8 655 -1,46 2 776 -5,71
2026-04-14 13F Baldwin Brothers Inc/ma 1 440 -27,35 462 -30,57
2026-05-15 13F Fwl Investment Management, Llc 120 -64,50 38 -66,37
2026-05-14 13F Bright Financial Advisors, Inc. 14 724 -2,13 4 724 -6,36
2026-05-13 13F Acumen Wealth Advisors, LLC 181 -11,27 58 -14,71
2026-04-21 13F Verity Asset Management, Inc. 987 -79,38 317 -80,30
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 0 -100,00 0
2026-04-27 13F BIP Wealth, LLC 334 403 -2,81 107 280 -7,00
2026-05-01 13F New Republic Capital, LLC 9 945 -2,67 3 190 -6,86
2026-05-14 13F Rubicon Advisors, GP 766 -87,82 246 -88,38
2026-05-14 13F Integrity Financial Corp /WA 929 -25,32 298 -28,54
2026-02-17 13F Brooks, Moore & Associates, Inc. 0 -100,00 0
2026-05-13 13F B & T Capital Management DBA Alpha Capital Management 3 320 -0,72 1 065 -5,08
2026-04-10 13F Ballew Advisors, Inc 0 -100,00 0
2026-05-01 13F Richardson Financial Services Inc. 2 116 -1,95 679 9,00
2026-05-15 13F Susquehanna International Group, Llp Call 725 700 -24,25 232 812 -27,52
2026-05-11 13F Camden Capital, LLC 34 618 -3,44 11 106 -7,61
2026-04-29 13F BEAM Asset Management, LLC 10 414 -5,95 3 341 -10,02
2026-05-12 13F PCM Encore, LLC 4 694 -24,40 1 506 -27,68
2026-04-23 13F Next Level Private LLC 4 983 -10,60 1 599 -14,45
2026-05-11 13F L & S Advisors Inc 18 885 -19,06 6 058 -22,55
2026-02-03 13F K.J. Harrison & Partners Inc 0 -100,00 0 -100,00
2026-05-11 13F Rebalance, Llc 740 556 -0,78 237 578 -5,06
2026-05-15 13F Vista Investment Management 4 673 -0,45 1 499 -4,70
2026-04-21 13F Urban Wealth Management, LLC 1 507 -64,28 484 -65,84
2026-04-17 13F Wealthbridge Capital Management, Llc 14 766 -1,33 4 737 -5,60
2026-05-08 13F AAFCPAs Wealth Management, LLC 1 207 -3,59 387 -7,64
2026-04-15 13F Hengehold Capital Management Llc 3 660 -4,34 1 174 -8,42
2026-05-07 13F One Charles Private Wealth Services, LLC 5 116 -9,55 1 641 -13,45
2026-05-01 13F Wingate Wealth Advisors, Inc. 5 517 -0,20 1 770 -4,53
2026-05-08 13F Payne Capital Management, LLC 1 740 -0,29 558 -4,62
2026-04-13 13F Gateway Investment Advisers Llc 6 323 -6,01 2 029 -10,07
2026-05-06 13F Storgate, LLC 867 -66,67 278 -68,12
2026-04-13 13F Newman Dignan & Sheerar, Inc. 1 290 -4,66 414 -8,83
2026-04-24 13F National Asset Management, Inc. 24 651 -13,30 7 683 -19,41
2026-05-01 13F Towercrest Capital Management 1 673 -3,74 537 -7,90
2026-05-14 13F Pacific Financial Group Inc 4 644 -0,60 1 490 -4,92
2026-04-20 13F Barton Investment Management 10 617 -1,26 3 406 -5,49
2026-04-28 13F Hobbs Wealth Management, LLC 0 -100,00 0
2026-05-08 13F Glassy Mountain Advisors, Inc. 250 -50,98 80 -52,94
2026-05-13 13F GeoWealth Management, LLC 337 380 -1,54 108 235 -5,79
2026-05-13 13F Garden State Investment Advisory Services LLC 2 173 -20,78 698 -24,24
2026-05-08 13F MPS Loria Financial Planners, LLC 683 -1,44 219 -5,60
2026-05-15 13F Plan A Wealth LLC 1 856 -1,49 595 -5,71
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 1 545 -26,25 496 -29,49
2026-05-13 13F Monograph Wealth Advisors, Llc 40 860 -1,20 13 108 -5,47
2026-04-14 13F Nova Wealth Management, Inc. 3 -81,25 1 -100,00
2026-05-05 13F Frazier Financial Advisors, LLC 37 474 -0,85 12 022 -5,13
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-07 13F Ofc Financial Planning, Llc 2 314 -0,13 742 -4,38
2026-04-28 13F SeaBridge Investment Advisors LLC 8 002 -0,27 2 567 -4,57
2026-04-21 13F Everpar Advisors Llc 4 678 -0,28 1 501 -4,58
2026-05-14 13F Aspen Grove Capital, LLC 70 419 -6,01 22 595 -10,06
2026-02-17 13F Aureus Asset Management, LLC 0 -100,00 0
2026-04-24 13F Washington Capital Management Inc 86 461 -0,39 27 738 -4,68
2026-05-05 13F Helium Advisors LLC 774 -5,03 248 -9,16
2026-05-20 13F Cadia Private Client LLC 2 338 -3,19 750 -7,29
2026-05-14 13F Herold Advisors, Inc. 1 481 -3,27 475 -7,60
2026-04-17 13F Novare Capital Management Llc 1 599 -20,45 513 -23,92
2026-04-10 13F Charles Schwab Trust Co 2 675 -52,67 858 -54,72
2026-04-27 13F Ryan Investment Management, Inc. 1 232 -42,43 395 -44,91
2026-01-13 13F Waller Financial Planning Group, Inc 0 -100,00 0
2026-05-15 13F Hamilton Capital, LLC 1 134 -23,69 364 -27,11
2026-05-01 13F Global Assets Advisory, LLC 2 827 -68,38 374 -87,52
2026-05-14 13F Novak & Powell Financial Services, Inc. 10 829 -0,52 3 474 -4,80
2026-05-08 13F Curtis Advisory Group, LLC 6 837 -4,20 2 193 -8,32
2026-04-24 13F Black Swift Group, LLC 700 -16,86 225 -20,57
2026-05-06 13F LPL Financial LLC 10 325 305 -26,67 3 312 461 -29,83
2026-05-15 13F Royal Bank Of Canada 2 922 098 -4,35 937 439 -8,48
2026-04-14 13F Patriot Investment Management Inc. 1 466 525 -0,18 470 476 -4,48
2026-05-08 13F Woodley Farra Manion Portfolio Management Inc 1 389 -0,14 446 -4,51
2026-04-20 13F Peirce Capital Management, LLC 11 192 -2,59 3 591 -6,80
2026-04-10 13F Financial Partners Group, Inc 1 595 -9,12 512 -14,41
2026-05-11 13F Fairscale Capital, LLC 3 608 -1,66 1 158 -5,93
2026-04-29 13F Burney Co/ 4 885 -26,77 1 567 -29,92
2026-05-05 13F Good Harbor Advisors, Inc. 7 719 -2,17 2 477 -6,39
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-20 13F Williams & Novak, LLC 1 128 -46,92 365 -48,88
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
US:VTI 363,38 USD
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2026 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Features
Explore
Help Center