IJH / iShares Trust - iShares Core S&P Mid-Cap ETF – Własność instytucjonalna – Sprzedawcy

iShares Trust - iShares Core S&P Mid-Cap ETF
US ˙ ARCA ˙ US4642875078

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.

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)		 Akcje Akcje; Δ 
(%)		 Zgłoszono
Wartość
($1000)		 Wartość; Δ 
(%)		 Przydział portu
(%)
2026-05-13 13F Lynch Investment Planning, LLC 22 098 -15,34 1 492 -13,36
2026-05-06 13F Hamilton Point Investment Advisors, LLC 1 335 -15,18 90 -12,62
2026-04-14 13F HighRoad Wealth Advisors, LLC 6 889 -2,85 465 -0,64
2026-05-07 13F Vision Retirement, LLC 2 197 -5,51 148 -3,27
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 27 986 -5,80 1 890 -3,62
2026-05-11 13F Godfrey Financial Associates, Inc. 116 676 -0,26 7 879 2,06
2026-04-30 13F Acorn Wealth Advisors, LLC 9 246 -18,92 624 -17,02
2026-05-05 13F Meridian Management Co 303 329 -0,66 20 484 1,64
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 4 849 -0,57 327 1,87
2026-05-15 13F IHT Wealth Management, LLC 258 819 -1,09 17 478 1,20
2026-05-08 13F Legal & General Group Plc 9 400 -31,88 635 -30,41
2026-05-11 13F Destiny Capital Corp/CO 144 124 -1,38 9 733 0,90
2026-05-08 13F Minot DeBlois Advisors LLC 400 -8,05 27 -3,57
2026-04-29 13F Bluestem Financial Advisors, Llc 5 015 -0,93 339 1,20
2026-04-06 13F InTrack Investment Management Inc 0 -100,00 0
2026-04-21 13F Dougherty Wealth Advisers LLC 500 -52,83 34 -52,17
2026-05-13 13F Franklin Resources Inc 3 139 545 -1,03 212 013 1,26
2026-05-14 13F Clg Llc 10 684 -1,07 721 1,26
2026-04-27 13F Oarsman Capital, Inc. 11 438 -11,14 772 -9,07
2026-04-22 13F Detalus Advisors, LLC 3 413 -0,06 230 2,22
2026-05-12 13F/A Signature Securities Group Corporation 44 091 -19,04 2 978 -17,17
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-05 13F Cullen/frost Bankers, Inc. 175 761 -3,06 11 869 -0,81
2026-05-14 13F IronBridge Private Wealth, LLC 81 882 -64,82 5 530 -63,60
2026-05-11 13F Camden Capital, LLC 15 011 -4,93 1 014 -2,78
2026-05-04 13F Element Wealth, LLC 55 248 -16,41 3 731 -14,49
2026-05-15 13F Warren Averett Asset Management, LLC 870 011 -1,37 58 752 0,91
2026-04-29 13F Saxon Interests, Inc. 22 345 -4,08 1 509 -1,89
2026-05-15 13F Royal Bank Of Canada 22 027 238 -12,69 1 487 499 -10,67
2026-04-27 13F Greenleaf Trust 1 565 305 -4,80 105 705 -2,59
2026-04-15 13F marrick wealth, LLC 5 485 -34,73 370 -33,21
2026-05-15 13F United Capital Financial Advisers, Llc 535 062 -3,43 36 111 -1,25
2026-05-14 13F Johnson Financial Group, LLC 3 108 -39,94 210 -38,71
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-17 13F Investment Advisory Services Inc /tx /adv 26 557 -6,18 1 793 -4,01
2026-04-21 13F OneAscent Family Office, LLC 0 -100,00 0
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-05-13 13F Crews Bank & Trust 12 309 -3,59 831 -1,31
2026-05-07 13F Lyell Wealth Management, Lp 32 385 -3,29 2 187 -1,09
2026-04-30 13F Fortune Financial Advisors, LLC 14 694 -0,19 992 2,16
2026-05-15 13F Second Line Capital, LLC 29 228 -4,75 2 127 4,99
2026-04-14 13F Global Trust Wealth Management LLC 79 520 -12,15 5 370 -10,10
2026-05-05 13F D.a. Davidson & Co. 328 181 -4,26 22 162 -2,04
2026-05-01 13F Emerald Investment Partners, Llc 22 957 -1,33 1 550 0,98
2026-05-11 13F Blue Bell Private Wealth Management, Llc 5 003 -4,03 338 -2,03
2026-04-29 13F Richmond Investment Services, LLC 5 635 -42,45 381 -41,18
2026-05-15 13F Silver Grove Financial Group, Inc. 6 129 -52,00 414 -50,77
2026-04-24 13F Financial Life Planners 6 089 -2,06 411 0,24
2026-05-15 13F Quadcap Wealth Management, LLC 47 745 -0,05 3 224 2,28
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-02-10 13F Marietta Investment Partners Llc 0 -100,00 0
2026-05-04 13F Schnieders Capital Management, Llc. 5 664 -1,13 382 1,06
2026-04-20 13F Kopp Family Office, LLC 138 396 -50,31 9 346 -49,16
2026-04-22 13F Janney Montgomery Scott LLC 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 43 416 -6,63 2 932 -4,47
2026-05-13 13F Forum Private Client Group LLC 52 802 -13,29 3 545 -11,77
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 3 382 -2,17 228 0,00
2026-04-09 13F Acropolis Investment Management, LLC 1 720 404 -0,32 116 179 1,99
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-04-27 13F Pachira Investments Inc. 139 916 -4,20 9 448 -1,98
2026-01-29 13F Comerica Bank 2 775 837 -0,18 183 205 0,95
2026-04-06 13F Trust Co of the South 5 000 -2,84 338 -0,59
2026-05-14 13F St. Louis Trust Co 209 682 -0,07 14 160 2,24
2026-04-17 13F/A Founders Financial Securities Llc 65 994 -16,42 4 664 -10,52
2026-05-11 13F Convergence Financial, LLC 51 163 -5,71 3 457 -3,46
2026-05-06 13F Centennial Bank/AR/ 98 515 -0,23 6 653 2,09
2026-05-14 13F Aft, Forsyth & Sober, LLC 147 375 -0,51 9 952 1,80
2026-05-13 13F Philadelphia Trust Co 30 475 -6,49 2 0,00
2026-04-13 13F Robinhood Asset Management, LLC 0 -100,00 0
2026-04-15 13F Founders Grove Wealth Partners, Llc 88 377 -0,16 5 968 2,16
2026-04-14 13F Zrc Wealth Management, Llc 1 395 -7,74 94 -5,05
2026-04-14 13F Amicus Financial Advisors, LLC 3 618 -2,37 244 0,00
2026-05-01 13F Patten & Patten Inc/tn 16 469 -0,21 1 112 2,11
2026-05-05 13F Putnam Fl Investment Management Co 1 571 330 -1,94 106 112 0,34
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 75 -50,00 5 -44,44
2026-04-01 13F Bangor Savings Bank 927 706 -3,88 62 648 -1,65
2026-04-21 13F Next Level Wealth Planning, LLC 6 660 -5,48 450 -3,44
2026-01-30 13F Canandaigua National Bank & Trust Co 37 733 -0,79 2 490 0,32
2026-02-02 13F Heritage Financial Services, LLC 3 141 -4,85 207 -3,72
2026-04-15 13F Spirit Of America Management Corp/ny 3 268 -19,39 233 -17,44
2026-04-20 13F Watchman Group, Inc. 30 200 -68,73 2 039 -68,01
2026-04-28 13F Private Wealth Partners, LLC 6 962 -29,66 470 -28,02
2026-04-23 13F Foundry Financial Group, Inc. 0 -100,00 0
2026-04-20 13F MBA Advisors LLC 16 299 -3,45 1 101 -1,26
2026-05-14 13F Us Bancorp \de\ 5 076 431 -0,24 342 812 2,07
2026-01-28 13F Deane Retirement Strategies, Inc. 0 -100,00 0
2026-05-05 13F Collaborative Wealth Managment Inc. 6 742 -4,92 455 -2,57
2026-04-30 13F Paladin Advisory Group, LLC 8 856 -1,69 598 0,67
2026-04-22 13F JNBA Financial Advisors 802 743 -2,02 54 209 0,26
2026-05-12 13F Tannin Capital LLC 19 908 -16,78 1 344 -14,83
2026-04-02 13F Lvm Capital Management Ltd/mi 15 286 -5,97 1 0,00
2026-04-27 13F Qrg Capital Management, Inc. 37 015 -4,58 2 500 -2,38
2026-05-15 13F Ballast, Inc. 9 615 -0,23 649 2,04
2026-04-30 13F Beirne Wealth Consulting Services, LLC 14 409 -85,69 975 -85,34
2026-05-04 13F Souders Financial Advisors 83 811 -2,18 5 660 0,09
2026-05-11 13F SCS Capital Management LLC 515 878 -13,08 34 837 -11,07
2026-04-30 13F Legacy Financial Advisors, Inc. 6 053 -7,12 409 -5,12
2026-05-08 13F Northwestern Mutual Investment Management Company, Llc 8 565 258 -23,51 578 412 -21,74
2026-05-05 13F Gallagher Capital Advisors, LLC 202 094 -2,11 13 647 0,15
2026-04-27 13F Canal Capital Management, LLC 81 937 -33,69 5 533 -32,15
2026-05-15 13F MGO Private Wealth, LLC 0 -100,00 0
2026-04-10 13F Marshall Financial Group LLC 7 452 -32,97 503 -31,38
2026-04-23 13F S.E.E.D. Planning Group LLC 12 825 -4,72 866 -2,48
2026-05-13 13F Wealth Management Associates, Inc. 7 585 -0,34 512 1,99
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-01 13F Coordinated Financial Services, Inc. 10 121 -21,44 683 -19,65
2026-04-23 13F SevenBridge Financial Group, LLC 23 646 -6,66 1 718 -2,61
2026-04-27 13F Citizens & Northern Corp 248 386 -3,98 16 774 -1,75
2026-04-29 13F Golden Road Advisors Llc 3 169 -4,38 214 -1,83
2026-05-11 13F Atlas Legacy Advisors, LLC 112 087 -0,93 7 569 1,37
2026-05-12 13F Northwest Bancshares, Inc. 3 673 -5,84 248 -3,50
2026-04-09 13F Pacifica Partners Inc. 7 687 -13,12 519 -12,33
2026-05-13 13F Pinnacle Financial Group, LLC / IL 21 329 -2,52 1 440 -0,28
2026-05-11 13F Canopy Partners, LLC 4 746 -5,95 320 -3,90
2026-05-07 13F Greykasell Wealth Strategies, Inc. 59 849 -1,82 4 042 0,45
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-13 13F Graybill Bartz & Assoc Ltd 10 292 -2,42 695 -0,14
2026-04-21 13F Patton Albertson Miller Group, Llc 9 100 -0,38 615 1,99
2026-04-09 13F Peterson Wealth Advisors, LLC 26 433 -0,74 1 785 1,59
2026-05-07 13F Confluence Wealth Services, Inc. 34 034 -0,31 2 298 2,00
2026-05-13 13F Bank OZK 4 645 -5,42 314 -3,40
2026-05-15 13F Magnolia Capital Advisors Llc 17 240 -6,86 1 164 -4,67
2026-04-17 13F Capital Wealth Management, Llc 4 554 -16,50 308 -14,48
2026-04-16 13F Capital Investment Advisors, LLC 625 972 -1,48 42 272 0,80
2026-04-27 13F BIP Wealth, LLC 13 521 -11,26 913 -9,15
2026-05-07 13F one8zero8, LLC 2 500 -16,11 169 -14,29
2026-04-27 13F NorthLanding Financial Partners, LLC 41 006 -0,03 2 769 2,29
2026-04-21 13F Everpar Advisors Llc 28 449 -13,94 1 921 -11,92
2026-05-05 13F SOUTH STATE Corp 35 920 -20,41 2 426 -18,57
2026-05-04 13F NWF Advisory Services Inc. 7 673 -7,19 518 -4,95
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0 -100,00
2026-04-17 13F Krilogy Financial LLC 9 791 -6,92 700 -4,51
2026-04-17 13F Brown, Lisle/cummings, Inc. 13 953 -32,62 942 -31,04
2026-02-12 13F Litman Gregory Asset Management LLC 604 315 -3,91 39 885 -2,82
2026-05-04 13F Center for Financial Planning, Inc. 0 -100,00 0 -100,00
2026-05-11 13F Bailard, Inc. 306 452 -0,26 20 695 2,06
2026-04-22 13F Motco 9 248 -16,10 625 -14,17
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-05-11 13F Catalyst Financial Partners Llc 414 897 -4,37 28 018 -2,15
2026-05-14 13F Mill Creek Capital Advisors, LLC 7 760 -40,07 524 -38,64
2026-05-05 13F CapWealth Advisors, LLC 9 811 -2,82 663 -0,60
2026-04-22 13F Ohio National Investments, Inc. 455 000 -67,96 30 726 -67,22
2026-05-14 13F RMG Wealth Management LLC 245 -82,34 34 -54,79
2026-05-05 13F Cannon Wealth Management Services, LLC 3 120 -10,55 211 -8,70
2026-04-27 13F Capital Financial Group Inc\co\ /adv 75 060 -2,15 5 069 0,12
2026-05-08 13F Maple Capital Management, Inc. 31 690 -3,37 2 140 -1,11
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 55 739 -3,47 3 764 -1,21
2026-05-14 13F Endeavor Private Wealth, Inc. 25 318 -1,94 1 710 0,29
2026-05-06 13F Topel & Distasi Wealth Management, LLC 105 464 -3,84 7 122 -1,60
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 11 344 -5,29 766 -3,04
2026-05-15 13F City National Bank Of Florida /msd 7 412 -60,03 501 -59,12
2026-04-16 13F Montecito Bank & Trust 172 825 -5,21 11 671 -3,02
2026-04-23 13F Next Level Private LLC 13 757 -0,06 929 2,20
2026-05-04 13F Mml Investors Services, Llc 2 896 473 -12,47 195 599 -10,44
2026-05-04 13F Y.D. More Investments Ltd 1 500 -18,70 101 -17,89
2026-05-15 13F National Bank Of Canada /fi/ 25 128 -37,61 1 699 -36,08
2026-05-15 13F MidFirst Bank 118 887 -1,01 8 028 1,29
2026-05-05 13F Journey Advisory Group, LLC 194 424 -70,97 13 129 -70,30
2026-04-27 13F Actinver Wealth Management, Inc. 0 -100,00 0
2026-04-30 13F Range Financial Group LLC 5 888 -4,20 398 -1,98
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-05 13F West Paces Advisors Inc. 841 112 -0,71 56 800 1,59
2026-04-15 13F Redhawk Wealth Advisors, Inc. 8 082 -1,38 546 0,93
2026-05-14 13F Chandler Asset Management, Inc. 910 858 -38,28 61 510 -36,85
2026-05-15 13F Kcm Investment Advisors Llc 39 766 -0,25 2 685 2,05
2026-04-17 13F Stephenson National Bank & Trust 2 194 -13,01 148 -10,84
2026-05-11 13F GenWealth Group, Inc. 0 -100,00 0
2026-04-20 13F Greenup Street Wealth Management Llc 12 828 -7,01 866 -4,84
2026-04-21 13F International Private Wealth Advisors LLC 22 646 -2,85 1 529 -0,59
2026-05-06 13F Arjuna Capital 0 -100,00 0
2026-05-01 13F Washburn Capital Management, Inc. 30 997 -4,29 2 093 -2,06
2026-05-06 13F SP Asset Management LLC 7 502 -4,15 507 -1,94
2026-05-07 13F Washington Trust Bank 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 70 048 -0,73 4 730 1,57
2026-04-28 13F Raleigh Capital Management Inc. 289 -64,14 20 -64,15
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 34 264 -3,98 2 314 -1,78
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 8 250 -3,68 557 -9,28
2026-04-08 13F Northstar Advisory Group, LLC 3 670 -2,29 248 0,00
2026-05-15 13F SIMA Wealth Partners, LLC 9 922 -0,64 670 1,67
2026-05-15 13F Lazard Asset Management Llc 561 701 -1,94 37 932 0,33
2026-05-12 13F Carr Financial Group Corp 136 073 -16,42 9 189 -14,48
2026-05-08 13F StrongBox Wealth, LLC 153 232 -18,11 10 348 -16,22
2026-05-01 13F Capital Squared Financial LLC 52 394 -1,65 3 538 0,63
2026-02-17 13F Sterling Wealth Management, Inc. 0 -100,00 0
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 3 185 -5,91 215 -3,59
2026-04-21 13F Family Wealth Group, LLC 6 614 -3,95 447 -1,76
2026-04-24 13F Balentine LLC 14 958 -20,86 1 010 -19,01
2026-02-12 13F Pollock Investment Advisors, LLC 5 425 -12,15 358 -10,95
2026-04-27 13F Lodestar Private Asset Management Llc 262 612 -0,49 17 734 1,82
2026-04-16 13F Cambridge Advisors Inc. 303 170 -1,72 20 473 0,56
2026-05-19 13F Silicon Valley Capital Partners 510 -53,38 34 -52,78
2026-04-20 13F Triangle Securities Wealth Management 148 616 -46,30 10 036 -44,76
2026-04-23 13F Traub Capital Management LLC 13 627 -0,73 920 1,66
2026-04-16 13F Meadowbrook Advisors Group, LLC 10 254 -1,43 692 0,87
2026-05-05 13F Freedom Day Solutions, LLC 3 129 -2,52 211 0,00
2026-04-15 13F Cranbrook Wealth Management, LLC 71 525 -3,82 4 830 -1,59
2026-04-23 13F Willis Johnson & Associates, Inc. 41 478 -4,24 2 801 -1,99
2026-05-15 13F Steffes Financial, Ltd. 11 591 -26,35 783 -24,66
2026-04-21 13F Quad-Cities Investment Group, LLC 106 453 -1,29 7 189 1,00
2026-05-05 13F West Michigan Advisors, Llc 4 713 -9,00 318 -6,74
2026-04-21 13F Avaii Wealth Management, Llc 4 429 -20,00 299 -18,08
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 1 872 -16,61 126 -14,86
2026-04-08 13F Heritage Family Offices, LLP 4 538 -1,56 306 0,66
2026-04-28 13F Opes Wealth Management LLC 134 895 -0,76 9 109 1,55
2026-04-24 13F Axis Wealth Partners, LLC 31 717 -0,87 2 142 1,42
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-05-18 13F Edgestream Partners, L.P. 7 565 -23,04 511 -21,30
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 25 177 -3,47 1 700 -1,22
2026-04-23 13F waypoint wealth counsel 15 771 -43,45 1 065 -42,12
2026-05-06 13F Atlantic Trust, LLC 10 207 -17,63 689 -15,67
2026-05-13 13F BCJ Capital Management, LLC 8 132 -11,08 549 -8,96
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-14 13F SigFig Wealth Management, LLC 56 436 -2,70 3 811 -0,44
2026-05-14 13F Hazlett, Burt & Watson, Inc. 5 804 -2,40 0
2026-05-12 13F Ausdal Financial Partners, Inc. 43 980 -0,98 2 970 1,30
2026-05-15 13F Morgan Stanley 36 882 226 -0,28 2 490 657 2,03
2026-05-11 13F Stonebrook Private Inc. 12 817 -2,87 866 -0,57
2026-05-01 13F Connecticut Wealth Management, LLC 1 442 514 -21,63 97 413 -19,81
2026-04-16 13F Toth Financial Advisory Corp 1 655 -6,55 112 -4,31
2026-05-11 13F Salomon & Ludwin, LLC 352 625 -2,11 24 042 -1,54
2026-05-13 13F Redwood Family Wealth LLC 6 010 -2,75 406 -0,49
2026-05-15 13F Inspire Advisors, LLC 8 064 -9,78 545 -7,64
2026-04-10 13F Cassilly Financial Group LLC 4 811 -0,02 325 2,21
2026-04-22 13F Portus Wealth Advisors, LLC 20 344 -1,49 1 374 0,73
2026-04-16 13F Consolidated Planning Corp 10 728 -31,67 724 -30,12
2026-05-15 13F Pettyjohn, Wood & White, Inc 136 306 -0,44 9 205 1,87
2026-05-12 13F Colonial Trust Co / SC 85 746 -0,45 5 790 1,86
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 3 000 -9,09 203 -6,91
2026-05-14 13F Apriem Advisors 3 645 -21,53 246 -19,61
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-05-07 13F Continuum Wealth Advisors, Llc 19 298 -7,93 1 303 -5,78
2026-04-10 13F Armstrong Advisory Group, Inc 20 062 -6,71 1 355 -4,58
2026-04-03 13F Adirondack Trust Co 9 348 -13,63 631 -11,62
2026-05-15 13F Susquehanna International Group, Llp Call 189 700 -1,35 12 810 0,94
2026-05-13 13F Tiemann Investment Advisors, Llc 35 285 -0,56 2 383 1,75
2026-05-08 13F Darden Wealth Group Inc 28 229 -0,17 1 906 2,14
2026-04-24 13F Ledyard National Bank 19 274 -2,40 1 302 -0,15
2026-05-15 13F Cardiff Park Advisors, Llc 11 702 -0,72 790 1,67
2026-04-16 13F First Merchants Corp 77 912 -2,98 5 261 -0,74
2026-04-28 13F Busey Wealth Management 82 706 -24,46 5 585 -22,70
2026-04-29 13F American Wealth Advisors, LLC 23 866 -2,01 1 612 0,25
2026-05-11 13F American Money Management, LLC 9 546 -3,93 645 -1,68
2026-05-04 13F Legacy Financial Group LLC 10 145 -2,16 685 -5,39
2026-04-22 13F Bravera Wealth 3 346 -11,95 226 -10,00
2026-04-21 13F Cypress Capital Advisors, LLC 5 362 -40,40 362 -38,95
2026-05-05 13F UBS Group AG Call 0 -100,00 0
2026-04-17 13F Mainstream Capital Management LLC 5 784 -0,46 391 1,83
2026-05-07 13F Agf Management Ltd 53 930 -2,84 3 642 -0,60
2026-04-23 13F Capital Investment Counsel, LLC 200 261 -0,80 13 524 1,49
2026-05-12 13F M Holdings Securities, Inc. 25 491 -27,82 2 -50,00
2026-04-08 13F RoundAngle Advisors LLC 87 046 -0,83 5 878 1,48
2026-02-17 13F High Falls Advisors, Inc 6 965 -14,34 460 -13,40
2026-05-06 13F Intrust Bank Na 288 689 -56,62 19 495 -55,61
2026-05-01 13F Advisors Capital Management, LLC 238 796 -0,81 16 126 1,49
2026-04-28 13F Stephens Inc /ar/ 46 882 -25,33 3 166 -23,61
2026-04-24 13F Patten Group, Inc. 36 543 -0,45 2 468 1,86
2026-04-22 13F Romano Brothers And Company 9 253 -1,74 625 0,48
2026-04-28 13F Dumont & Blake Investment Advisors Llc 4 742 -0,50 320
2026-05-15 13F Colter Lewis Investment Partners LLC 0 -100,00 0
2026-05-15 13F Laird Norton Trust Company, Llc 108 997 -11,61 7 361 -9,57
2026-05-13 13F Cynosure Management, Llc 6 178 -19,08 417 -17,10
2026-04-13 13F Successful Portfolios LLC 6 610 -1,27 444 -4,11
2026-05-05 13F Prosperity Consulting Group, LLC 54 021 -0,27 3 648 2,04
2026-04-21 13F Venturi Wealth Management, LLC 16 587 -12,45 1 120 -10,40
2026-05-13 13F Peck Wealth Management, LLC 10 380 -8,79 701 -6,79
2026-04-23 13F Marquette Asset Management, LLC 2 384 -5,73 161 -3,61
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 267 607 -2,73 18 072 -0,47
2026-05-15 13F Shufro Rose & Co Llc 10 985 -2,87 742 -0,67
2026-04-22 13F Evensky & Katz LLC 21 570 -6,40 1 0,00
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 31 039 -5,18 2 096 -2,96
2026-04-30 13F Team Hewins, LLC 2 962 -3,96 200 -1,48
2026-05-12 13F BOK Financial Private Wealth, Inc. 1 208 022 -2,47 81 578 -0,21
2026-04-21 13F Maseco Llp 0 -100,00 0
2026-04-22 13F Continuum Advisory, LLC 32 234 -0,26 2 177 2,06
2026-04-09 13F Adirondack Capital Advisors, LLC 42 498 -3,41 2 870 -1,17
2026-04-21 13F Wesbanco Bank Inc 139 818 -5,04 9 442 -2,84
2026-04-17 13F Blankinship & Foster, LLC 25 307 -1,82 1 709 0,41
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 10 046 -9,84 678 -7,76
2026-05-08 13F Fortis Group Advisors, LLC 19 941 -16,58 1 451 -11,58
2026-05-01 13F Consilio Wealth Advisors, Llc 86 240 -65,01 5 824 -64,20
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-04-27 13F Counterweight Ventures, LLC 54 761 -1,81 3 698 0,49
2026-05-04 13F Archer Investment Corp 4 094 -33,36 276 -31,85
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-05 13F EnRich Financial Partners LLC 17 596 -0,07 1 188 2,24
2026-05-07 13F Basepoint Wealth LLC 15 417 -15,34 1 041 -13,32
2026-05-15 13F Rehmann Capital Advisory Group 100 624 -3,75 6 795 -4,81
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-13 13F First Hawaiian Bank 105 905 -9,86 7 152 -7,78
2026-04-22 13F BKM Wealth Management, LLC 11 285 -4,05 762 -1,80
2026-05-14 13F Fca Corp /tx 75 583 -11,77 5 104 -9,73
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 364 415 -2,35 24 609 -0,09
2026-04-10 13F Boston Research & Management Inc 50 493 -3,48 3 0,00
2026-04-30 13F BRYN MAWR TRUST Co 344 760 -4,38 23 282 -2,16
2026-05-27 13F Westshore Wealth, LLC 0 -100,00 0
2026-05-14 13F Andrews Advisory Associates, LLC 8 095 -2,53 547 -0,36
2026-04-28 13F Philip James Wealth Mangement, LLC 3 471 -70,60 234 -69,96
2026-05-11 13F Haverford Trust Co 2 482 054 -3,99 167 613 -1,76
2026-04-14 13F Howland Capital Management Llc 15 865 -4,23 1 071 -2,01
2026-05-11 13F RWM Asset Management, LLC 15 449 -2,84 1 043 -5,70
2026-05-12 13F Daybright Advisory Services, Inc. 8 182 -19,29 553 -17,49
2026-05-08 13F Equity Wealth Partners, LLC 3 964 -0,25 268 1,91
2026-05-12 13F Rathbone Brothers plc 85 285 -1,05 5 759 1,25
2026-04-13 13F Hm Payson & Co 54 668 -4,27 3 692 -2,04
2026-05-08 13F Tower Wealth Partners, Inc. 190 227 -0,43 12 846 1,88
2026-05-14 13F B&l Asset Management Llc 69 581 -10,19 4 699 -8,12
2026-04-15 13F Financial Management Professionals, Inc. 200 -99,40 14 -99,41
2026-05-08 13F Coldstream Capital Management Inc 1 158 510 -1,27 78 234 1,02
2026-05-13 13F Callan Family Office, LLC 503 409 -1,19 33 995 1,10
2026-04-16 13F Mendota Financial Group, LLC 0 -100,00 0
2026-04-13 13F Accelerate Investment Advisors LLC 3 402 -0,93 230 1,33
2026-04-22 13F Vicus Capital 391 985 -15,94 26 471 -13,99
2026-05-15 13F/A Independent Financial Group, Llc 289 291 -2,54 19 536 -0,29
2026-01-22 13F Premier Path Wealth Partners, LLC 45 181 -4,15 2 982 -3,09
2026-05-13 13F Lavaca Capital Llc 2 971 -0,13 201 2,04
2026-02-03 13F Vantage Financial Partners, LLC 105 249 -1,46 6 946 -0,34
2026-05-01 13F United Bank 85 667 -0,24 5 785 2,08
2026-04-29 13F Northwest Wealth Advisors, LLC 11 152 -17,03 753 -15,11
2026-05-04 13F Clear Investment Research, Llc 21 748 -21,65 1 469 -19,87
2026-05-14 13F CIBC World Markets Inc. 205 617 -8,03 13 885 -5,90
2026-05-08 13F New England Private Wealth Advisors LLC 37 934 -15,51 2 562 -13,57
2026-04-23 13F Interchange Capital Partners, LLC 14 566 -3,33 850 -14,59
2026-01-22 13F Greenberg Financial Group 147 594 -0,27 9 741 -2,53
2026-04-03 13F First County Bank /CT/ 21 878 -10,07 1 477 -7,98
2026-05-12 13F Aspiriant, Llc 135 119 -1,95 9 125 0,32
2026-05-14 13F Jacobi Capital Management LLC 80 307 -3,66 5 423 -1,42
2026-04-17 13F Total Clarity Wealth Management, Inc. 0 -100,00 0
2026-04-13 13F Arwa Llc 7 633 -6,11 539 0,56
2026-05-15 13F Nikulski Financial, Inc. 19 295 -3,06 1 303 -0,76
2026-05-11 13F Elevate Wealth Advisory, Inc 315 -41,67 21 -40,00
2026-04-17 13F Morris Financial Concepts, Inc. 11 119 -0,62 751 1,63
2026-04-23 13F Glass Jacobson Investment Advisors llc 28 736 -2,40 1 941 -0,15
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-20 13F Sowell Financial Services LLC 49 731 -5,08 3 358 -2,89
2026-05-11 13F Linscomb & Williams, Inc. 1 365 948 -15,37 92 242 -13,41
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-05-15 13F Continental Investors Services, Inc. 13 618 -0,54 1 005 6,81
2026-04-01 13F Burkett Financial Services, Llc 259 003 -0,77 17 491 1,53
2026-04-13 13F Garrett Investment Advisors LLC 23 494 -3,94 1 587 -1,73
2026-05-14 13F Captrust Financial Advisors 2 276 302 -2,20 153 714 0,06
2026-05-15 13F Glen Eagle Advisors, LLC 12 437 -2,56 840 -0,36
2026-04-22 13F Norris Perne & French Llp/mi 256 149 -0,90 17 298 1,39
2026-05-04 13F Bridges Investment Management Inc 5 782 188 -3,87 390 471 -1,65
2026-04-02 13F Somerset Trust Co 8 280 -26,63 559 -24,87
2026-05-01 13F Thrivent Financial For Lutherans 399 215 -13,89 27 -13,33
2026-05-14 13F Allworth Financial LP 560 342 -3,21 37 840 -0,97
2026-05-13 13F Calton & Associates, Inc. 14 406 -2,90 973 -0,72
2026-04-15 13F Fifth Third Securities, Inc. 80 438 -12,16 5 432 -10,13
2026-05-04 13F Citizens National Bank Trust Department 132 290 -0,69 8 934 1,62
2026-04-24 13F 4Thought Financial Group Inc. 30 720 -19,39 2 075 -17,53
2026-04-29 13F Demars Financial Group, LLC 13 847 -0,15 935 2,19
2026-04-29 13F CFS Investment Advisory Services, LLC 306 505 -1,69 22 344 8,59
2026-04-22 13F Quattro Financial Advisors Llc 70 686 -31,67 4 773 -30,09
2026-05-12 13F WorthPointe, LLC 34 124 -11,59 2 304 -9,54
2026-05-13 13F Freestone Capital Holdings, LLC 32 030 -31,35 2 163 -29,78
2026-05-11 13F REAP Financial Group, LLC 0 -100,00 0
2026-05-12 13F Rsm Us Wealth Management Llc 356 011 -2,18 24 041 -0,96
2026-04-07 13F Twele Capital Management, Inc. 384 100 -0,26 25 938 2,05
2026-05-14 13F HighPoint Advisor Group LLC 93 214 -7,03 6 295 -4,88
2026-05-13 13F River Wealth Advisors LLC 61 043 -0,56 4 122 1,75
2026-05-01 13F FLC Capital Advisors 39 105 -5,17 2 641 -2,98
2026-04-13 13F Mather Group, Llc. 73 199 -0,67 4 943 1,65
2026-04-27 13F TCI Wealth Advisors, Inc. 9 224 -3,96 623 -1,74
2026-05-13 13F Scotia Capital Inc. 222 164 -1,30 15 003 0,99
2026-05-14 13F Cowa, Llc 16 611 -5,68 1 122 -3,53
2026-05-15 13F State Of Wisconsin Investment Board 120 060 -24,92 8 108 -23,18
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-05-08 13F First National Advisers, LLC 18 997 -1,83 1 283 0,39
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-22 13F Samalin Investment Counsel, LLC 11 795 -20,48 796 -18,61
2026-05-11 13F Empirical Asset Management, LLC 17 879 -3,21 1 207 -0,98
2026-05-06 13F Nelson Capital Management, LLC 0 -100,00 0 -100,00
2026-04-22 13F Networth Advisors, LLC 377 -11,92 25 -10,71
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-23 13F Ewa, Llc 101 894 -23,12 6 881 -21,34
2026-04-21 13F Lewis Asset Management, LLC 7 890 -2,75 533 -0,56
2026-05-04 13F Fortress Financial Solutions, LLC 71 582 -2,89 4 834 -0,66
2026-05-11 13F Howard Wealth Management, Llc 10 459 -1,53 706 0,71
2026-04-17 13F Ignite Planners, LLC 27 416 -1,76 1 858 -3,08
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-04 13F Alta Wealth Advisors LLC 11 126 -0,44 751 1,90
2026-04-30 13F Mason & Associates Inc 6 940 -0,69 455 -1,30
2026-05-05 13F Plante Moran Financial Advisors, LLC 14 745 -26,51 996 -24,85
2026-04-23 13F Summit Investment Advisory Services, LLC 41 581 -0,07 2 808 2,22
2026-05-19 13F Cim Investment Mangement Inc 255 904 -0,90 17 281 1,40
2026-04-10 13F Piscataqua Savings Bank 1 925 -13,48 130 -11,64
2026-05-08 13F Peachtree Investment Partners, LLC 8 804 -1,39 595 0,85
2026-05-15 13F Aristotle Capital Boston, LLC 90 -98,02 6 -97,99
2026-02-10 13F Rock Creek Group, LP 0 -100,00 0
2026-04-21 13F Aaron Wealth Advisors LLC 13 179 -48,67 890 -47,52
2026-05-01 13F Securian Asset Management, Inc 49 510 -0,60 3 343 1,70
2026-05-11 13F Condor Capital Management 25 214 -1,21 1 703 1,07
2026-04-29 13F Rockwood Wealth Management, LLC 37 696 -9,64 2 546 -7,56
2026-04-21 13F Hidden Cove Wealth Management, LLC 5 182 -2,87 350 -0,85
2026-05-12 13F Atlantic Union Bankshares Corp 2 342 248 -4,33 158 172 -2,11
2026-05-13 13F Mpwm Advisory Solutions, Llc 4 098 -84,18 277 -83,85
2026-05-14 13F Strategic Advisors LLC 3 687 -6,30 249 -4,25
2026-05-01 13F Citizens Business Bank 27 372 -1,63 1 848 0,65
2026-04-21 13F Maridea Wealth Management LLC 9 281 -0,32 627 1,95
2026-05-13 13F Alpha Financial Partners, LLC 101 743 -11,65 6 871 -9,61
2026-05-04 13F Lifeworks Advisors, LLC 4 262 -6,35 288 -4,33
2026-02-09 13F White Pine Capital Llc 0 -100,00 0
2026-04-24 13F Greystone Financial Group, LLC 13 340 -58,33 901 -57,39
2026-05-13 13F RFP Financial Group LLC 0 -100,00 0
2026-05-15 13F Segall Bryant & Hamill, Llc 0 -100,00 0
2026-05-12 13F Colonial Trust Advisors 219 188 -2,50 14 802 -0,24
2026-02-17 13F Main Street Financial Solutions, LLC 6 052 -75,14 399 -74,87
2026-05-14 13F MetLife Investment Management, LLC 126 340 -1,52 8 532 0,76
2026-05-15 13F Perennial Investment Advisors, LLC 44 421 -9,58 3 000 -7,50
2026-04-10 13F High Probability Advisors, LLC 3 831 -42,57 259 -41,36
2026-04-10 13F Windsor Capital Management, LLC 243 292 -2,49 16 430 -0,23
2026-04-06 13F Highline Wealth Partners Llc 24 -76,24 2 -83,33
2026-05-11 13F United Bank 10 767 -36,45 727 -34,97
2026-04-28 13F Fundamentun, Llc 150 405 -1,19 10 157 1,09
2026-04-24 13F Midwest Capital Advisors, LLC 2 241 -3,45 151 -1,31
2026-05-12 13F Voya Investment Management Llc 743 805 -17,73 50 229 -15,82
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-05-06 13F Assetmark, Inc 40 290 -2,85 2 721 -0,62
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 23 057 -2,34 1 557 -0,06
2026-05-04 13F MTC Wealth Management LLC 171 561 -0,86 11 585 1,44
2026-02-09 13F Financial Advisory Corp /ut/ /adv 11 675 -6,79 1
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 74 926 -1,25 5 060 1,04
2026-04-29 13F Downshift Financial, LLC 7 086 -28,98 510 -26,30
2026-04-13 13F Uptown Financial Advisors LLC 14 335 -0,86 968 1,47
2026-04-16 13F Fiduciary Advisors, Inc. 14 110 -7,31 953 -5,18
2026-04-22 13F Storen Legacy Partners, LLC 8 890 -30,40 600 -28,83
2026-04-20 13F McKinley Carter Wealth Services, Inc. 215 447 -26,25 14 549 -24,54
2026-04-30 13F Independence Bank of Kentucky 6 125 -0,24 414 1,98
2026-01-14 13F One Wealth Management Investment & Advisory Services, LLC 6 512 -0,46 430 0,70
2026-05-15 13F Talon Private Wealth, LLC 12 949 -6,62 874 1,63
2026-05-01 13F Anchor Investment Management, LLC 16 440 -1,32 1 110 1,00
2026-04-30 13F Manske Wealth Management 3 587 -2,61 242 -0,41
2026-05-15 13F Wick Capital Partners, LLC 8 649 -6,71 584 -4,42
2026-04-16 13F Heck Capital Advisors, LLC 18 199 -10,23 1 229 -8,22
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-14 13F JustInvest LLC 11 787 -2,19 796 0,00
2026-04-10 13F FORM Wealth Advisors, LLC 596 597 -13,19 40 288 -11,18
2026-04-24 13F Flagship Private Wealth, LLC 120 480 -1,24 8 136 1,06
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 330 567 -34,86 22 323 -33,35
2026-05-15 13F RMB Capital Management, LLC 260 354 -9,76 17 582 -7,66
2026-04-20 13F ABLE Financial Group, LLC 11 847 -3,78 800 -1,48
2026-05-11 13F Inspire Trust Co, N.a. 0 -100,00 0
2026-05-12 13F Azimuth Capital Investment Management LLC 31 060 -0,04 2 097 2,29
2026-04-24 13F Enzi Wealth 27 611 -3,41 1 865 -6,05
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 39 227 -3,49 2 649 -1,27
2026-04-16 13F First Community Trust Na 121 -35,29 8 -33,33
2026-05-14 13F Keebeck Wealth Management, LLC 3 850 -33,39 260 -32,02
2026-04-09 13F Praetorian Wealth Management, Inc. 4 164 -6,15 294 0,34
2026-04-20 13F Investment Research & Advisory Group, Inc. 14 095 -9,34 952 -7,31
2026-05-14 13F Ade, Llc 6 100 -0,28 412 1,99
2026-04-14 13F Affiance Financial, LLC 168 174 -0,18 11 357 2,13
2026-04-09 13F ASL Financial, LLC 124 996 -1,55 8 441 0,74
2026-05-13 13F Family Office Research LLC 3 777 -11,79 255 -10,84
2026-05-15 13F Two Sigma Investments, Lp 0 -100,00 0
2026-05-01 13F Cosner Financial Group, LLC 38 501 -3,84 2 600 -1,63
2026-05-14 13F Provida Pension Fund Administrator 0 -100,00 0 -100,00
2026-02-17 13F Private Advisor Group, LLC Put 0 -100,00 0
2026-01-13 13F Stephens Consulting, LLC 345 -4,17 23 -4,35
2026-04-16 13F Global Wealth Management, LLC 99 229 -0,73 6 701 1,56
2026-05-05 13F HighTower Advisors, LLC 7 735 222 -1,85 522 362 0,43
2026-05-11 13F MainStreet Investment Advisors LLC 635 079 -3,02 42 887 -0,77
2026-04-29 13F Greenwood Capital Associates Llc 72 975 -33,07 4 928 -31,51
2026-05-12 13F CBIZ Investment Advisory Services, LLC 20 952 -38,15 1 415 -36,73
2026-04-28 13F Kanawha Capital Management Llc 399 962 -0,09 27 009 2,23
2026-05-29 13F Mullaney, Keating & Wright, Inc. 27 639 -26,42 1 866 -24,73
2026-04-08 13F Partnership Wealth Management, LLC 161 928 -4,11 10 935 -1,89
2026-04-02 13F Collective Family Office Llc 16 948 -3,70 1 144 -1,46
2026-04-21 13F Founders Capital Management 313 -75,59 21 -75,00
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100,00 0
2026-04-08 13F Fermata Advisors, LLC 6 196 -0,19 418 2,20
2026-05-14 13F Traynor Capital Management, Inc. 21 684 -11,53 1 422 -12,06
2026-04-17 13F Boston Private Wealth Llc 37 170 -12,90 2 510 -10,87
2026-04-24 13F Redwood Wealth Management Group, LLC 27 165 -0,13 1 834 2,17
2026-05-11 13F Collier Financial 3 718 -3,83 251 -1,57
2026-05-11 13F Aptus Capital Advisors, LLC 101 225 -2,27 6 836 0,00
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 15 307 -13,09 1 034 -11,10
2026-04-30 13F Simplicity Wealth,LLC 4 328 -24,99 292 -23,16
2026-06-03 13F CoreFirst Bank & Trust 37 339 -6,13 2 522 -3,96
2026-05-13 13F American Financial Advisors, LLC 204 689 -1,51 13 823 0,77
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-04 13F Pacific Point Advisors, LLC 21 936 -1,17 1 481 1,16
2026-04-20 13F Hoxton Planning & Management, LLC 10 876 -6,18 734 -4,05
2026-04-20 13F Verus Financial Partners, Inc. 57 058 -1,53 4 079 1,14
2026-05-14 13F Stonebridge Capital Advisors LLC 3 137 -31,19 212 -29,67
2026-01-27 13F Meritage Portfolio Management 4 741 -6,06 313 -5,17
2026-04-22 13F Wetzel Investment Advisors, Inc. 45 332 -1,90 3 061 0,39
2026-04-21 13F Alpine Bank Wealth Management 332 644 -0,17 22 463 2,14
2026-05-01 13F/A Lodestone Wealth Management LLC 0 -100,00 0
2026-04-10 13F Wealth Group Ltd 39 084 -4,75 2 639 -2,55
2026-04-29 13F/A True Link Financial Advisors, LLC 8 075 -23,62 545 -21,81
2026-05-13 13F Brinker Capital Investments, LLC 171 227 -24,67 11 563 -22,93
2026-05-22 13F Coastline Complete Wealth LLC 9 542 -0,60 644 1,74
2026-04-06 13F Old Port Advisors 14 713 -6,39 994 -4,24
2026-04-10 13F Revolve Wealth Partners, LLC 25 692 -15,87 1 735 -13,95
2026-05-04 13F Avantax Planning Partners, Inc. 15 341 -14,43 1 036 -12,51
2026-04-09 13F Thrive Wealth Management, LLC 17 104 -1,08 1 155 1,23
2026-04-27 13F Wbh Advisory Inc 13 134 -4,38 894 -1,32
2026-04-22 13F RMR Wealth Builders 1 109 425 -2,21 74 919 0,06
2026-04-20 13F C2C Wealth Management, LLC 48 882 -2,69 3 301 -0,45
2026-05-14 13F Ieq Capital, Llc 192 449 -1,01 12 996 1,29
2026-04-07 13F First Financial Corp /in/ 183 -91,09 12 -91,11
2026-04-30 13F Millstone Evans Group, LLC 6 316 -2,08 427 0,24
2026-05-01 13F Lincoln Capital LLC 19 982 -4,75 1 347 -2,75
2026-05-12 13F Hilltop Partners LLC 88 144 -71,07 5 952 -70,40
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-30 13F Indivisible Partners 11 234 -0,45 759 1,88
2026-05-19 13F Financial Insights, Inc. 14 573 -3,64 984 -1,40
2026-04-08 13F Capital Advisors Wealth Management, LLC 12 672 -1,70 856 0,59
2026-05-15 13F Reliant Wealth Planning 3 418 -3,23 231 -1,29
2026-04-03 13F Box Hill Private Wealth LLC 14 634 -22,47 988 -20,64
2026-05-07 13F Nordwand Advisors, LLC 28 289 -6,52 1 910 -4,36
2026-04-24 13F Essex Financial Services, Inc. 97 043 -0,02 6 553 2,29
2026-05-05 13F Net Worth Advisory Group 3 004 -1,41 203 0,50
2026-05-15 13F Strategies Wealth Advisors, LLC 6 540 -4,62 442 -2,43
2026-04-02 13F Crumly & Associates Inc. 49 693 -0,16 3 356 2,13
2026-04-28 13F Antonelli Financial Advisors, LLC 35 844 -0,01 2 421 2,32
2026-04-29 13F IAG Wealth Partners, LLC 6 143 -0,29 415 1,97
2026-05-15 13F IMG Wealth Management, Inc. 958 -43,91 65 -42,86
2026-05-15 13F Catherine Avery Investment Management LLC 0 -100,00 0
2026-04-24 13F MOR Wealth Management, LLC 49 627 -0,38 3 351 1,95
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 0 -100,00 0
2026-05-01 13F Symphony Financial, Ltd. Co. 29 645 -27,45 1 988 -26,65
2026-04-22 13F KG&L Capital Management,LLC 23 002 -5,51 1 553 -3,30
2026-05-12 13F Culbertson A N & Co Inc 22 984 -0,58 1 552 1,77
2026-05-12 13F Baker Avenue Asset Management, LP 32 204 -0,05 2 175 2,26
2026-04-27 13F Victory Financial Group, Llc 7 661 -4,94 517 -2,64
2026-04-16 13F Aurora Private Wealth, Inc. 7 284 -4,92 0
2026-05-18 13F IFS Group,LLC 10 272 -20,59 694 -18,18
2026-04-08 13F Bill Few Associates, Inc. 7 443 -1,23 503 1,01
2026-04-27 13F Leelyn Smith, LLC 3 347 -23,78 226 -21,80
2026-05-06 13F Oxford Financial Group Ltd 38 417 -3,04 2 594 -0,80
2026-05-14 13F Fft Wealth Management Llc 176 567 -2,23 11 924 0,04
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 25 739 -6,83 1 738 -4,66
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 6 287 -11,00 425 -9,01
2026-05-08 13F TMB Capital Partners, LLC 8 568 -0,44 579 1,94
2026-05-12 13F Pacific Center for Financial Services 216 131 -5,88 14 595 -2,60
2026-04-28 13F DDD Partners, LLC 8 664 -11,03 585 -8,88
2026-04-15 13F Michael Brady & Co., LLC 3 121 -1,89 211 0,48
2026-04-14 13F William Mack & Associates, Inc. 18 820 -3,44 1 271 -1,24
2026-05-12 13F Operose Advisors LLC 39 490 -1,85 2 667 0,41
2026-04-08 13F Afg Fiduciary Services Limited Partnership 103 518 -0,61 7 087 1,69
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-14 13F Moller Financial Services 66 740 -0,69 4 507 1,60
2026-05-05 13F PFG Advisors 81 295 -6,44 5 490 -4,27
2026-05-13 13F Jaffetilchin Investment Partners, LLC 69 827 -0,07 4 715 2,26
2026-05-14 13F Requisite Capital Management, LLC 13 823 -15,83 933 -13,85
2026-04-20 13F LVW Advisors, LLC 8 918 -2,39 602 0,00
2026-05-26 13F Axiom Investment Management LLC 0 -100,00 0
2026-02-17 13F III Capital Management 0 -100,00 0
2026-05-13 13F Corsicana & Co. 33 159 -9,15 1 935 -19,68
2026-05-15 13F Barnes Wealth Management Group, Inc 5 360 -6,78 362 -4,75
2026-05-01 13F International Assets Investment Management, Llc 27 408 -0,39 1 866 2,81
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 6 300 -27,11 425 -25,44
2026-04-13 13F Neumann Capital Management, LLC 207 838 -0,85 14 035 1,45
2026-04-15 13F Iowa State Bank 380 367 -1,44 25 686 0,85
2026-05-14 13F StoneX Group Inc. 32 231 -53,48 2 177 -52,60
2026-05-11 13F Ellevest, Inc. 41 952 -0,38 2 833 1,94
2026-02-13 13F Tableaux Llc 0 -100,00 0
2026-05-08 13F Valeo Financial Advisors, LLC 3 212 980 -3,98 209 603 -2,06
2026-05-14 13F Orion Capital Management LLC 26 780 -7,11 1 808 -4,94
2026-04-22 13F Wiser Advisor Group LLC 262 -26,61 18 -26,09
2026-04-21 13F Piedmont Capital Management, LLC/NC 7 750 -0,10 523 2,15
2026-05-05 13F Kickstand Ventures, Llc. 63 245 -2,81 4 271 -0,56
2026-04-22 13F Wealth Advisory Solutions, LLC 416 032 -1,92 28 095 0,35
2026-04-13 13F Arcadia Investment Advisors Llc 32 541 -2,04 2 197 0,23
2026-04-13 13F Massmutual Trust Co Fsb/adv 708 900 -3,33 47 872 -1,09
2026-04-23 13F Narwhal Capital Management 3 150 -70,85 213 -70,27
2026-01-14 13F ORG Partners LLC 17 650 -25,96 1 165 -21,51
2026-05-12 13F Vista Private Wealth Partners. LLC 0 -100,00 0
2026-05-04 13F 1 North Wealth Services Llc 150 627 -2,55 10 172 -0,29
2026-04-10 13F Octavia Wealth Advisors, LLC 22 658 -2,68 1 530 -0,39
2026-04-16 13F Annex Advisory Services, LLC 3 246 -19,19 219 -17,36
2026-04-20 13F Provenance Wealth Advisors, LLC 73 445 -15,18 4 960 -13,21
2026-04-30 13F Peterson Wealth Services 130 -50,00 9 -52,94
2026-05-15 13F Vestmark Advisory Solutions, Inc. 316 147 -30,19 21 349 -28,57
2026-04-07 13F Retirement Wealth Solutions LLC 17 837 -0,36 1 205 1,95
2026-05-14 13F Peak Asset Management, LLC 6 675 -8,25 451 -6,25
2026-04-23 13F American National Bank 105 742 -0,03 7 141 2,28
2026-05-12 13F Strategic Wealth Partners, Ltd. 1 687 -12,14 114 -10,32
2026-05-14 13F Financial Engines Advisors L.L.C. 7 899 274 -3,95 533 438 -1,72
2026-04-21 13F Econ Financial Services Corp 120 850 -26,26 8 161 -24,54
2026-04-30 13F Titleist Asset Management, Llc 535 025 -1,34 36 130 0,95
2026-05-06 13F Tyche Wealth Partners LLC 10 148 -0,66 685 1,63
2026-04-27 13F Legacy Financial Group, Inc. 3 324 -1,25 224 0,90
2026-05-14 13F First Commonwealth Financial Corp /pa/ 7 988 -23,41 539 -21,66
2026-04-17 13F Buffalo Business & Estate Services Ltd 3 818 -5,45 258 -3,38
2026-04-03 13F Investors Research Corp 325 -31,58 22 -32,26
2026-04-09 13F Wealth Quarterback LLC 7 915 -4,17 535 -2,02
2026-04-22 13F Matauro, Llc 21 042 -31,50 1 421 -29,90
2026-05-05 13F LeClair Wealth Partners LLC 0 -100,00 0
2026-04-09 13F Kwmg, Llc 12 677 -0,48 856 1,90
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 3 740 -22,16 253 -20,50
2026-05-14 13F Lbmc Investment Advisors, Llc 53 757 -18,34 3 630 -16,44
2026-05-08 13F Zions Bancorporation, National Association /ut/ 484 030 -51,24 32 687 -50,11
2026-04-21 13F Marietta Wealth Management, LLC 220 386 -1,48 14 883 0,81
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 17 380 -0,85 1 174 1,47
2026-04-28 13F SBI Securities Co., Ltd. 1 725 -5,99 116 -4,13
2026-05-04 13F First National Bank of Hutchinson 102 134 -2,87 6 897 -0,62
2026-04-20 13F Kfg Wealth Management, Llc 4 382 -2,84 296 -0,67
2026-04-17 13F Signal Advisors Wealth, LLC 4 316 -12,42 291 -10,46
2026-04-02 13F Horizons Wealth Management 9 488 -2,02 641 0,16
2026-04-10 13F Oxinas Partners Wealth Management LLC 7 360 -0,46 497 1,84
2026-04-20 13F Joel Adams & Associates, Inc. 45 780 -11,05 3 092 -9,01
2026-05-15 13F Wealth Preservation Advisors, LLC 2 731 -20,31 184 -18,58
2026-04-14 13F Invenio Wealth Partners Llc 11 715 -2,42 791 -0,13
2026-05-08 13F Steward Partners Investment Advisory, Llc 3 052 163 -0,89 206 113 1,41
2026-02-18 13F Financial Advisory Service, Inc. 36 279 -1,58 2 394 -0,46
2026-04-15 13F Journey Strategic Wealth Llc 383 153 -0,75 25 874 1,55
2026-05-26 13F Ruggaard & Associates LLC 9 783 -0,72 661 1,54
2026-04-24 13F Palouse Capital Management, Inc. 0 -100,00 0
2026-05-15 13F London Co Of Virginia 234 427 -70,32 15 831 -69,64
2026-04-13 13F CJM Wealth Advisers, Ltd. 541 370 -2,57 36 559 -0,31
2026-05-04 13F Sigma Planning Corp 353 362 -2,46 23 863 -0,22
2026-01-22 13F Madrona Financial Services, LLC 0 -100,00 0
2026-05-06 13F Bauman Advisory Group, LLC 5 421 -95,39 366 -95,28
2026-05-06 13F Arcus Capital Partners, LLC 100 141 -15,38 6 763 -13,42
2026-04-21 13F Granite Islands Private Wealth, Llc 20 477 -1,73 1 382 0,58
2026-04-22 13F Financially in Tune, LLC 28 704 -0,98 1 938 1,31
2026-05-11 13F Berkshire Asset Management Llc/pa 28 630 -0,43 1 933 1,90
2026-05-05 13F Northstar Financial Companies, Inc. 0 -100,00 0
2026-04-21 13F Colony Family Offices, LLC 40 862 -0,28 2 759 2,03
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 3 452 -47,24 233 -45,94
2026-05-04 13F Rogco, Lp 10 649 -91,74 719 -91,54
2026-05-13 13F Hollow Brook Wealth Management LLC 6 815 -49,76 460 -48,60
2026-04-21 13F Polaris Investment Advisors, LLC 33 729 -22,52 2 278 -20,74
2026-05-05 13F Capital Investment Advisory Services, LLC 14 227 -87,94 961 -87,67
2026-04-15 13F Regatta Capital Group, Llc 28 010 -0,53 1 892 1,78
2026-05-11 13F Haverford Financial Services, Inc. 6 836 -14,55 462 -12,69
2026-05-07 13F Winthrop Partners - Wny, Llc 4 090 -18,69 276 -16,62
2026-04-14 13F Sterling Investment Advisors Llc /adv 124 344 -0,29 8 397 2,03
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-04-10 13F YHB Investment Advisors, Inc. 569 512 -0,53 38 459 1,77
2026-05-05 13F One Day In July LLC 72 544 -1,45 4 899 0,82
2026-05-04 13F Summit Wealth Group, LLC 3 850 -7,96 260 -6,16
2026-05-12 13F Athena Investment Management 9 388 -0,73 634 1,44
2026-05-06 13F LPL Financial LLC 23 069 377 -20,79 1 557 875 -18,95
2026-05-04 13F Carrera Capital Advisors 23 999 -1,91 1 621 0,37
2026-04-22 13F SFG Wealth Management, LLC. 9 903 -11,79 669 -9,73
2026-04-22 13F MFA Wealth Services 28 225 -0,44 1 906 1,87
2026-04-23 13F Forum Financial Management, LP 5 291 -0,09 357 2,29
2026-05-11 13F Rossby Financial, LCC 64 031 -5,64 4 360 -2,64
2026-05-20 13F Hobbs Group Advisors, LLC 6 912 -1,47 467 0,65
2026-04-13 13F/A Sunburst Financial Group, LLC 6 005 -7,77 406 -5,59
2026-04-29 13F Harbour Capital Advisors, LLC 30 895 -0,27 2 244 8,30
2026-05-11 13F OpenArc Corporate Advisory, LLC 6 794 -37,77 459 -36,39
2026-04-29 13F Nilsine Partners, LLC 56 669 -5,07 4 128 4,77
2026-05-07 13F NWK Group, Inc. 10 202 -4,13 689 -1,99
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-29 13F CVA Family Office, LLC 64 462 -4,69 4 353 -2,46
2026-04-24 13F Heritage Investors Management Corp 53 406 -4,15 4 0,00
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 145 666 -23,00 9 831 -21,27
2026-05-11 13F/A GFS Advisors, LLC 186 809 -3,43 12 615 -1,19
2026-02-06 13F GPS Wealth Strategies Group, LLC 270 -95,52 18 -95,67
2026-04-22 13F Legacy Wealth Management, Inc 1 324 253 -1,91 89 427 0,37
2026-05-08 13F Alps Advisors Inc 272 640 -31,23 18 411 -29,63
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-05-06 13F Angeles Wealth Management, Llc 18 675 -19,11 1 261 -17,20
2026-05-13 13F GeoWealth Management, LLC 35 403 -5,31 2 391 -3,12
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 33 603 -2,37 2 269 -0,09
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 437 -1,13 32 10,34
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-27 13F Tranquilli Financial Advisor LLC 0 -100,00 0
2026-04-15 13F Wealthcare Capital Management Llc 7 181 -2,33 485 -0,21
2026-05-01 13F Innovative Wealth Building LLC 13 473 -0,28 910 2,02
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-24 13F Swmg, Llc 12 430 -2,93 839 -8,61
2026-04-30 13F Private Trust Co Na 76 086 -11,00 5 138 -8,93
2026-02-06 13F Cedar Wealth Management, LLC 0 -100,00 0
2026-05-05 13F Three Seasons Wealth, LLC 21 280 -8,95 1 437 -6,81
2026-04-22 13F Spire Wealth Management 128 960 -9,15 8 709 -7,05
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 15 710 -0,76 1 061 1,53
2026-04-24 13F Medallion Wealth Advisors, LLC 4 050 -9,64 273 -7,46
2026-05-15 13F Headinvest, Llc 55 957 -0,87 3 779 1,42
2026-04-21 13F Paradigm Financial Partners, Llc 74 356 -1,49 5 021 0,80
2026-04-23 13F Intrua Financial, LLC 50 577 -21,19 3 415 -19,36
2026-04-28 13F Nbt Bank N A /ny 62 731 -1,24 4 236 -0,21
2026-04-15 13F Mogy Joel R Investment Counsel Inc 11 567 -32,89 781 -31,31
2026-05-13 13F Parkside Financial Bank & Trust 40 172 -0,38 2 713 1,92
2026-05-11 13F West Wealth Group, LLC 4 387 -0,30 296 2,07
2026-05-07 13F JSF Financial, LLC 28 951 -82,68 1 955 -82,27
2026-04-29 13F Frank, Rimerman Advisors LLC 0 -100,00 0
2026-04-20 13F Eagle Strategies LLC 7 656 -15,59 517 -13,71
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-04-21 13F Meridian Financial, LLC 102 205 -4,94 6 902 -2,75
2026-04-20 13F GSB Wealth Management, LLC 87 218 -0,65 5 890 1,66
2026-05-07 13F Wharton Business Group, LLC 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 67 162 982 -2,80 4 535 516 -0,55
2026-05-04 13F Geneos Wealth Management Inc. 42 805 -4,90 2 891 -2,69
2026-04-14 13F Twelve Points Wealth Management LLC 10 655 -2,99 720 -5,27
2026-04-20 13F First PREMIER Bank 3 655 -0,54 0
2026-05-12 13F Stokes Family Office, LLC 7 455 -22,53 503 -20,79
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2 014 496 -21,03 129 971 -25,95
2026-05-13 13F Strategic Financial Concepts, LLC 8 860 -0,71 598 1,70
2026-04-08 13F Melone Private Wealth, LLC 8 443 -0,80 570 1,60
2026-05-05 13F Fusion Family Wealth LLC 20 647 -2,70 1 394 -0,43
2026-04-23 13F Moss Adams Wealth Advisors LLC 0 -100,00 0
2026-04-17 13F Certified Advisory Corp 157 276 -2,26 10 621 0,01
2026-04-28 13F Powerhouse Assets LLC 9 700 -4,88 655 -2,67
2026-05-06 13F Elyxium Wealth, LLC 77 836 -15,99 5 256 -14,05
2026-04-16 13F Diversified Trust Co 550 987 -1,66 37 208 0,62
2026-04-13 13F Ullmann Financial Group, Inc. 95 692 -14,64 6 462 -11,22
2026-05-07 13F Amara Financial, Llc. 39 857 -5,06 2 692 -2,85
2026-04-20 13F TFB Advisors LLC 3 575 -90,07 241 -89,85
2026-05-15 13F Tudor Investment Corp Et Al Call 0 -100,00 0
2026-04-23 13F Spinnaker Trust 22 038 -13,69 1 488 -11,69
2026-04-20 13F Gilbert Capital Group, Inc. 7 220 -12,70 488 -10,64
2026-04-22 13F Pinnacle Bancorp, Inc. 114 898 -1,30 7 759 0,99
2026-02-10 13F Mcdaniel Terry & Co 0 -100,00 0
2026-05-12 13F Prostatis Group LLC 0 -100,00 0
2026-04-29 13F Bank Of Stockton 542 553 -17,95 36 639 -16,05
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 308 548 -2,25 20 836 0,02
2026-04-21 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-04-20 13F William B. Walkup & Associates, Inc. 0 -100,00 0
2026-04-10 13F OMNI 360 Wealth, Inc. 12 267 -5,27 828 -7,90
2026-05-04 13F MEMBERS Trust Co 2 134 458 -1,39 144 140 0,89
2026-04-30 13F Opus Capital Group, LLC 9 802 -0,71 1
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-29 13F Sigma Investment Counselors Inc 1 958 083 -3,79 132 229 -1,56
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 9 797 -8,41 662 -6,37
2026-04-21 13F Financial Planning Hawaii, Inc. 6 613 -11,69 447 -9,72
2026-04-29 13F Axxcess Wealth Management, Llc 1 048 923 -0,08 70 834 2,23
2026-01-26 13F Northwest Capital Management Inc 8 568 -2,72 565 -1,57
2026-05-06 13F Crescent Grove Advisors, LLC 305 853 -0,89 20 654 1,41
2026-04-17 13F BCS Wealth Management 10 565 -49,33 713 -48,18
2026-05-12 13F Ramirez Asset Management, Inc. 375 -84,21 25 -83,97
2026-05-04 13F Wsfs Capital Management, Llc 45 580 -4,90 3 078 -2,69
2026-05-08 13F Burke & Herbert Bank & Trust Co 104 099 -1,09 7 030 1,19
2026-04-27 13F Osborne Partners Capital Management, Llc 6 357 -9,98 429 -7,94
2026-04-09 13F DHJJ Financial Advisors, Ltd. 288 150 -1,82 19 459 0,46
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0
2026-01-21 13F Naviter Wealth, LLC 0 -100,00 0
2026-04-07 13F Eastern Bank 163 563 -3,76 11 045 -1,53
2026-04-30 13F Petix & Botte Co 77 619 -52,89 10 483 -3,59
2026-05-12 13F Kirtland Hills Capital Management, Llc 0 -100,00 0
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-04-08 13F Lakeridge Wealth Management LLC 16 403 -5,34 1 108 -3,15
2026-05-01 13F Rakuten Securities, Inc. 0 -100,00 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 62 439 -9,38 4 217 -7,28
2026-04-22 13F Parcion Private Wealth LLC 11 201 -0,36 756 2,02
2026-05-01 13F UNIVEST FINANCIAL Corp 40 648 -1,15 2 745 1,14
2026-05-13 13F Fsb Premier Wealth Management, Inc. 10 253 -8,10 692 -5,98
2026-05-11 13F Insight Advisors, LLC/ PA 10 807 -83,07 730 -82,70
2026-05-13 13F Lido Advisors, LLC 733 999 -20,40 49 570 -18,15
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 12 557 -0,63 848 1,56
2026-04-23 13F Alley Investment Management Company, LLC 126 476 -1,01 8 541 1,28
2026-04-09 13F Secure Asset Management, LLC 7 918 -38,01 535 -36,65
2026-05-11 13F Cadinha & Co Llc 24 509 -2,55 1 655 -0,24
2026-05-07 13F Mason Street Advisors, Llc 0 -100,00 0
2026-03-27 13F Prosperity Wealth Management, Inc. 6 348 -3,38 419 -2,34
2026-04-21 13F SpringVest Wealth Management LLC 30 324 -4,24 2 048 -2,06
2026-05-22 13F WNY Asset Management, LLC 7 314 -0,80 494 2,49
2026-04-28 13F Ntv Asset Management Llc 142 273 -3,82 9 608 -1,59
2026-05-01 13F Mutual Advisors, LLC 78 817 -41,09 5 323 -39,73
2026-04-28 13F Integrated Advisors Network LLC 183 295 -11,05 12 378 -8,99
2026-05-14 13F Gamco Investors, Inc. Et Al 57 751 -2,00 3 900 0,26
2026-04-29 13F Waters Parkerson & Co., Llc 14 135 -3,35 955 -1,14
2026-05-15 13F Alliancebernstein L.p. 1 176 580 -1,42 77 654 -1,42
2026-04-16 13F Flywheel Private Wealth LLC 75 400 -0,63 5 092 1,68
2026-05-06 13F Diversified Portfolios, Inc. 39 163 -4,82 2 645 -2,62
2026-05-12 13F Bank of Jackson Hole Trust 128 828 -0,27 8 700 2,03
2026-02-12 13F Reston Wealth Management Llc 0 -100,00 0
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 3 267 -95,43 221 -95,34
2026-04-16 13F Smith, Salley & Associates 7 095 -1,73 479 0,63
2026-04-24 13F Vision Capital Management, Inc. 113 692 -30,03 7 678 -28,41
2026-05-15 13F Round Rock Advisors, LLC 16 682 -0,89 1 127 1,44
2026-04-21 13F Wallace Advisory Group, LLC 9 725 -5,86 657 -3,67
2026-05-01 13F BKD Wealth Advisors, LLC 476 901 -1,02 32 205 1,27
2026-04-30 13F Roman Butler Fullerton & Co 5 072 -3,68 358 -3,51
2026-04-22 13F Investment Advisory Group, LLC 87 693 -1,67 5 922 0,59
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 3 196 -3,15 216 -0,92
2026-04-21 13F SWS Partners 233 495 -0,27 15 768 2,04
2026-05-06 13F Heritage Wealth Management, Inc./Texas 32 035 -9,38 2 163 -7,29
2026-04-28 13F Canvas Wealth Advisors, LLC 10 159 -36,49 686 -34,98
2026-04-29 13F Strategic Blueprint, LLC 64 465 -0,90 4 353 1,40
2026-04-01 13F Adelphi Trust Co 9 597 -13,30 648 -11,23
2026-04-21 13F Sequent Planning LLC 5 031 -6,16 340 -3,97
2026-04-29 13F Koa Wealth Management, LLC 3 600 -5,49 243 -3,19
2026-04-28 13F Indiana Trust & Investment Management CO 9 388 -6,15 634 -4,09
2026-05-14 13F Beaird Harris Wealth Management, LLC 987 -2,95 67 -1,49
2026-05-14 13F Zacks Investment Management 81 340 -2,64 5 493 -0,40
2026-04-22 13F Gerber, Llc 15 780 -1,68 1 066 0,57
2026-04-15 13F Johnson & White Wealth Management, LLC 18 813 -1,56 1 270 0,71
2026-04-27 13F Meramec Financial Planners, LLC 1 626 -26,69 119 -25,16
2026-02-10 13F Transatlantique Private Wealth Llc 8 573 -0,40 566 0,71
2026-05-04 13F Savant Capital, LLC 442 127 -2,29 29 857 -0,02
2026-05-14 13F Vivaldi Capital Management, LLC 5 170 -3,44 349 -1,13
2026-04-08 13F Evanson Asset Management, LLC 15 405 -2,67 1 040 -0,38
2026-04-20 13F City State Bank 8 915 -0,61 602 1,69
2026-05-04 13F SJA Financial Advisory, LLC 35 565 -0,41 2 402 1,91
2026-04-21 13F Nemes Rush Group LLC 13 531 -5,77 914 -3,59
2026-04-27 13F Syntegra Private Wealth Group, LLC 8 437 -2,30 570 0,00
2026-04-21 13F Pinnacle Associates Ltd 342 977 -1,95 23 161 0,32
2026-02-11 13F Harpswell Capital Advisors, LLC 0 -100,00 0
2025-12-08 13F/A Evelyn Partners Investment Management Services Ltd 0 -100,00 0 -100,00
2026-04-17 13F Cora Capital Advisors Llc 24 546 -3,01 1 658 -0,78
2026-05-15 13F Van Den Berg Management I, Inc 107 -96,46 7 -96,48
2026-04-24 13F ERn Financial, LLC 29 968 -17,69 2 024 -15,78
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-13 13F Chesley Taft & Associates LLC 603 874 -0,71 40 780 1,59
2026-05-04 13F Objective Capital Management, LLC 11 054 -0,98 746 1,36
2026-05-20 13F SOA Wealth Advisors, LLC. 47 528 -1,50 3 210 0,79
2026-05-11 13F First Financial Bankshares Inc 2 865 249 -1,90 193 490 0,37
2026-05-01 13F Abound Financial, Llc 2 642 -4,28 178 -2,20
2026-05-19 13F McIlrath & Eck, LLC 2 444 -69,34 165 -68,63
2026-04-15 13F Braun-Bostich & Associates Inc. 3 525 -8,82 238 -6,67
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-05-06 13F ProVise Management Group, LLC 61 744 -2,16 4 170 0,10
2026-05-15 13F PSI Advisors, LLC 12 895 -0,50 871 1,75
2026-05-15 13F American Century Companies Inc 89 000 -16,59 6 010 -14,65
2026-05-13 13F Choate Investment Advisors 146 610 -0,29 9 901 2,02
2026-05-13 13F Arvest Bank Trust Division 4 910 -51,18 332 -50,08
2026-04-10 13F Waldron Private Wealth LLC 169 718 -0,22 11 461 2,09
2026-04-23 13F Financial Guidance Group, Inc. 5 425 -8,44 366 -6,39
2026-05-21 13F Verus Capital Partners, Llc 14 998 -36,50 1 013 -35,04
2026-04-13 13F Shira Ridge Wealth Management 3 381 -12,79 228 -10,59
2026-05-04 13F Fell Capital Management /adv 19 205 -5,18 1 297 -2,99
2026-04-15 13F ARS Wealth Advisors Group, LLC 5 663 -1,74 382 0,53
2026-05-15 13F Mercer Global Advisors Inc /adv 1 939 554 -14,75 130 978 -12,60
2026-04-20 13F First Bancorp, Inc /ME/ 6 580 -2,59 444 -0,22
2026-05-08 13F Financial Strategies Group, Inc. 55 450 -1,29 4 039 4,56
2026-04-24 13F National Asset Management, Inc. 48 155 -31,67 3 159 -32,10
2026-05-14 13F Elgethun Capital Management 1 579 -3,48 107 -0,93
2026-04-23 13F Embree Financial Group 48 680 -0,21 3 287 2,11
2026-05-12 13F LeConte Wealth Management, LLC 90 013 -16,17 6 079 -14,23
2026-04-20 13F Morton Brown Family Wealth, LLC 2 986 -25,29 202 -23,57
2026-04-30 13F Selective Wealth Management, Inc. 5 626 -4,21 403 -2,43
2026-04-23 13F Equita Financial Network, Inc. 6 603 -46,37 446 -45,20
2026-02-13 13F Nicolet Advisory Services, Llc 7 529 -38,81 521 -34,96
2026-04-20 13F Cottage Street Advisors LLC 95 043 -3,54 6 418 -1,31
2026-04-30 13F Equitable Trust Co 237 142 -0,02 16 014 2,29
2026-05-13 13F Syon Capital Llc 87 813 -0,39 5 930 1,93
2026-04-22 13F Ticino Wealth 53 675 -5,82 4 099 8,99
2026-04-28 13F Appleton Partners Inc/ma 15 830 -0,75 1 0,00
2026-05-11 13F Per Stirling Capital Management, LLC. 119 172 -42,28 8 048 -40,95
2026-05-14 13F Neuberger Berman Group LLC 79 130 -23,31 5 344 -21,53
2026-04-17 13F Wealth Management Partners, LLC 19 419 -0,27 1 311 2,02
2026-04-24 13F Smithbridge Asset Management Inc/de 160 299 -44,06 10 825 -42,76
2026-05-12 13F Circle Wealth Management, LLC 4 587 095 -0,60 309 767 1,70
2026-04-29 13F Presper Financial Architects, LLC 20 286 -93,42 1 370 -93,27
2026-05-07 13F Liberty Square Wealth Partners Llc 9 963 -31,30 673 -29,78
2026-04-13 13F Arkansas Financial Group, Inc. 934 195 -4,78 65 889 1,76
2026-05-07 13F MidAtlantic Capital Management, Inc. 63 351 -0,57 4 278 1,74
2026-05-06 13F Hartland & Co., LLC 927 593 -1,46 62 640 0,82
2026-04-15 13F Third View Private Wealth, LLC 15 165 -10,72 1 024 -8,65
2026-04-27 13F Pensionmark Financial Group, Llc 142 171 -4,83 9 601 -2,63
2026-04-21 13F Laurel Oak Wealth Management, Llc 37 151 -15,32 2 509 -13,37
2026-05-13 13F First Citizens Bank & Trust Co 140 682 -11,99 9 500 -9,94
2026-05-12 13F Tiaa Trust, National Association 182 167 -83,68 12 302 -83,30
2026-04-02 13F Hilltop National Bank 83 194 -1,92 5 618 0,36
2026-05-15 13F Transamerica Financial Advisors, Inc. 18 -5,26 1 0,00
2026-05-08 13F Rik Saylor Financial, Inc. 40 347 -0,37 2 725 1,95
2026-04-15 13F Oak Asset Management, LLC 10 415 -0,32 703 2,03
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 26 948 -4,26 1 820 -2,05
2026-05-15 13F Pursuit Wealth Strategies, Llc 25 679 -2,09 1 734 0,23
2026-04-14 13F BSW Wealth Partners 70 734 -1,65 4 777 0,63
2026-04-24 13F DB&C Advisors, LLC 8 565 -4,15 578 -1,87
2026-04-09 13F Veracity Capital LLC 3 141 -1,26 212 1,44
2026-04-24 13F Root Financial Partners, LLC 14 716 -6,98 994 -4,89
2026-04-08 13F Emergent Wealth Advisors, LLC 0 -100,00 0
2026-04-22 13F Financial Futures Ltd Liability Co. 8 478 -0,35 573 1,96
2026-04-23 13F Cornerstone Wealth Management, LLC 87 172 -0,40 5 887 1,90
2026-04-30 13F Pearl Planning LLC 10 188 -1,30 688 0,88
2026-04-24 13F RKL Wealth Management LLC 1 117 499 -9,56 75 465 -7,47
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-27 13F HTG Investment Advisors, Inc. 33 045 -22,88 2 232 -21,11
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 4 156 -7,52 281 -5,41
2026-04-08 13F Sharkey, Howes & Javer 13 092 -6,31 884 -4,12
2026-05-18 13F Graney & King, LLC 364 -55,72 25 -55,56
2026-04-08 13F Asempa Wealth Advisors 8 965 -4,78 611 -1,77
2026-05-01 13F Bensler, LLC 35 906 -1,52 2 425 0,75
2026-04-29 13F Seelaus Asset Management LLC 10 822 -4,19 731 -2,01
2026-04-08 13F Parisi Gray Wealth Management 78 652 -27,75 5 311 -26,07
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 423 493 -0,50 28 599 1,80
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-04-08 13F Clarus Wealth Advisors 132 622 -2,38 9 091 -3,51
2026-05-13 13F Cetera Investment Advisers 3 532 959 -2,70 238 581 -0,45
2026-04-21 13F Delta Wealth Advisors LLC 83 490 -3,69 5 638 -1,45
2026-04-10 13F Novem Group 65 499 -0,36 4 423 1,96
2026-05-08 13F Weinberger Asset Management, Inc 28 096 -15,88 1 897 -13,93
2026-04-28 13F Townsend Financial Planning, LLC 176 630 -1,04 11 928 1,25
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-05-13 13F Hirtle Callaghan & Co LLC 33 019 -31,31 2 230 -29,73
2026-05-11 13F Montis Financial, LLC 124 128 -0,66 8 382 1,64
2026-05-14 13F Bernard Wealth Management Corp. 18 348 -0,20 1 239 2,14
2026-04-08 13F Stonebridge Financial Group, LLC 20 540 -33,08 1 387 -31,51
2026-05-08 13F/A JPL Wealth Management, LLC 94 220 -3,48 6 363 -1,24
2026-05-05 13F Tortoise Investment Management, LLC 25 794 -0,54 1 742 1,75
2026-04-20 13F KFA Private Wealth Group, LLC 211 698 -0,84 14 296 1,45
2026-05-12 13F Fiera Capital Corp 438 572 -21,77 29 617 -19,95
2026-04-17 13F Legacy Wealth Partners, LLC 8 054 -0,80 544 1,50
2026-04-29 13F Clear Point Advisors Inc. 0 -100,00 0
2026-05-14 13F Evoke Wealth, Llc 35 010 -2,93 2 364 -0,67
2026-04-21 13F Old National Bancorp /in/ 183 578 -9,95 12 397 -7,86
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 33 637 -58,57 2 272 -57,61
2026-04-22 13F Onyx Bridge Wealth Group LLC 10 930 -0,45 738 1,93
2026-05-13 13F Ameritas Investment Partners, Inc. 184 131 -4,89 12 434 -2,68
2026-04-14 13F Southland Equity Partners LLC 7 309 -1,40 494 0,82
2026-05-13 13F Keystone Wealth Services, LLC 11 904 -3,92 804 -1,71
2026-05-12 13F/A Panoramic Investment Advisors, Llc 8 119 -0,12 548 2,24
2026-05-01 13F Sachetta, LLC 58 179 -1,71 3 929 0,56
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-05-01 13F Rossmore Private Capital 156 941 -2,22 10 598 0,05
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 9 705 -11,64 655 -9,53
2026-04-30 13F Hsbc Holdings Plc 779 860 -1,11 52 657 1,15
2026-04-29 13F Cary Street Partner Investment Advisory Llc 255 -22,26 17 -19,05
2026-04-16 13F Financial Management Network Inc 391 172 -1,46 27 644 4,08
2026-04-23 13F Vista Investment Partners Ii, Llc 5 221 -5,81 353 -3,56
2026-05-15 13F DV Trading LLC 5 300 -75,38 358 -74,86
2026-04-21 13F Cfm Wealth Partners Llc 6 496 -20,19 439 -18,44
2026-05-07 13F Mullooly Asset Management, Inc. 416 548 -1,39 28 129 0,89
2026-04-16 13F Balboa Wealth Partners 10 378 -0,17 701 2,04
2026-04-28 13F Atticus Wealth Management, Llc 24 943 -12,04 1 684 -9,99
2026-04-21 13F Tritonpoint Wealth, Llc 18 777 -2,53 1 268 -0,24
2026-05-14 13F Simplex Trading, Llc 240 -78,04 16 -77,78
2026-05-14 13F We Are One Seven, LLC 132 408 -18,35 8 942 -16,46
2026-05-07 13F Capital Performance Advisors Llp 4 859 -5,52 328 -3,24
2026-05-12 13F Argentarii, LLC 28 914 -3,35 1 953 -1,11
2026-04-23 13F Inman Jager Wealth Management, LLC 61 317 -1,32 4 141 0,98
2026-01-28 13F Evergreen Private Wealth LLC 0 -100,00 0
2026-05-06 13F Modera Wealth Management, LLC 771 306 -3,37 52 086 -1,13
2026-05-11 13F Aprio Wealth Management, LLC 79 031 -5,80 5 337 -6,63
2026-05-05 13F Gilbert & Cook, Inc. 37 658 -0,66 2 543 1,68
2026-04-29 13F BEAM Asset Management, LLC 11 212 -7,46 757 -5,26
2026-04-14 13F Focus Financial Network, Inc. 14 863 -12,35 1 004 -10,37
2026-04-30 13F Costello Asset Management, INC 16 531 -2,13 1 116 0,18
2026-05-13 13F Prudential Financial Inc 25 100 -1,57 1 695 -0,29
2026-04-23 13F Fairway Wealth LLC 206 482 -0,15 13 942 2,15
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-04-17 13F CENTRAL TRUST Co 85 298 -1,21 5 760 1,09
2026-05-12 13F Kovack Advisors, Inc. 13 653 -0,67 928 2,21
2026-04-15 13F Hengehold Capital Management Llc 94 993 -3,88 6 415 -1,66
2026-04-20 13F Segment Wealth Management, LLC 8 285 -18,65 559 -16,82
2026-05-05 13F Peninsula Asset Management Inc 311 370 -2,23 21 027 0,04
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-12 13F Summit Trail Advisors, Llc 59 212 -57,51 3 999 -56,52
2026-02-11 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 63 149 -1,87 4 264 0,40
2026-02-13 13F B&D White Capital Company, LLC 0 -100,00 0
2026-04-22 13F Crew Capital Management, Ltd. 17 723 -6,50 1 197 -4,40
2026-04-08 13F Grove Bank & Trust 602 577 -13,46 40 692 -11,45
2026-04-30 13F Texas Bank & Trust Co 22 360 -6,84 1 510 -4,73
2026-05-11 13F Legacy Edge Advisors, LLC 5 813 -0,24 393 2,08
2026-05-08 13F Dodds Wealth, LLC 17 607 -11,18 1 189 -9,17
2026-04-17 13F Novare Capital Management Llc 46 057 -68,00 3 110 -67,26
2026-04-28 13F SeaBridge Investment Advisors LLC 33 000 -38,37 2 228 -36,96
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-11 13F Umb Bank N A/mo 1 765 898 -3,00 119 251 -0,76
2026-05-14 13F Marble Wealth, LLC 34 587 -8,71 2 336 -6,60
2026-04-22 13F Bay Capital Advisors, LLC 9 279 -6,16 627 -3,99
2026-04-10 13F Charles Schwab Trust Co 3 000 -19,14 203 -17,21
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 113 629 -4,12 7 673 -1,89
2026-04-09 13F CRA Financial Services, LLC 64 414 -7,25 4 350 -5,11
2026-05-08 13F Wilkerson Advisory Group LLC 144 -34,25 10 -35,71
2026-05-01 13F 180 Wealth Advisors, Llc 7 694 -24,80 520 -23,11
2026-05-13 13F Adviser Investments LLC 305 945 -18,39 20 660 -16,50
2026-04-24 13F Syntax Research, Inc. 64 296 -0,70 4 342 1,59
2026-04-22 13F Churchill Financial Advisors, LLC 30 254 -13,96 2 043 -11,94
2026-04-24 13F Bedminster, LLC 5 197 -11,12 351 -9,09
2026-05-07 13F Symphony Financial Services, Inc. 14 335 -3,45 968 -1,12
2026-05-06 13F Vista Capital Partners, Inc. 3 078 -13,73 208 -11,91
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-10 13F Financial Partners Group, Inc 29 183 -0,16 1 971 -1,84
2026-05-08 13F Align Financial, LLC 190 -98,48 13 0,00
2026-05-14 13F Synergy Investment Management, LLC 5 999 -6,09 405 -3,80
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 26 867 -15,58 1 814 -13,62
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-17 13F Fifth Third Wealth Advisors LLC 800 248 -1,53 54 041 0,75
2026-05-11 13F Fiduciary Group LLC 103 196 -3,06 6 969 -0,81
2026-04-22 13F Keenan, LLC 108 684 -4,10 7 319 -2,17
2026-02-13 13F Goldstone Financial Group, LLC 0 -100,00 0
2026-05-13 13F Alliance Wealth Advisors, LLC 32 175 -29,71 2 173 -28,10
2026-05-14 13F EP Wealth Advisors, Inc. 420 516 -13,18 28 397 -11,17
2026-04-20 13F SILVER OAK SECURITIES, Inc 40 632 -0,80 2 744 0,40
2026-04-30 13F Kestra Advisory Services, LLC 943 599 -3,86 63 721 -1,63
2026-05-12 13F Red Reef Advisors Llc 1 120 -14,44 76 -12,79
2026-04-17 13F Bell Investment Advisors, Inc 1 186 -37,38 80 -36,00
2026-05-01 13F Avion Wealth 6 860 -2,13 0
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-07 13F Element Pointe Advisors, Llc 24 445 -3,79 1 651 -1,55
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 10 227 -11,01 1
2026-05-01 13F Oakwell Private Wealth Management, LLC 8 608 -20,18 581 -18,28
2026-05-11 13F Madden Advisory Services, Inc. 23 389 -2,32 1 579 -0,06
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 1 131 756 -0,76 76 427 1,55
2026-04-06 13F Washington Trust Advisors, Inc. 17 519 -1,02 1 183 1,28
2026-04-28 13F Quent Capital, LLC 297 -90,75 20 -90,52
2026-04-20 13F Corundum Group, Inc. 27 655 -6,81 1 868 -4,65
2026-05-12 13F Ameritas Advisory Services, LLC 283 111 -16,68 19 119 -14,75
2026-04-27 13F Tsfg, Llc 15 110 -3,46 1 0,00
2026-05-15 13F Ancora Advisors, LLC 236 827 -1,02 15 993 1,27
2026-05-12 13F M&t Bank Corp 1 250 632 -10,56 84 455 -8,49
2026-05-13 13F Barr E S & Co 0 -100,00 0
2026-04-14 13F Patriot Investment Management Inc. 17 665 -1,20 1 193 1,02
2026-04-13 13F Amplius Wealth Advisors, LLC 25 090 -4,83 1 694 -2,59
2026-04-14 13F Plancorp, LLC 10 100 -34,45 712 -30,02
2026-04-10 13F Perigon Wealth Management, LLC 241 522 -13,27 16 310 -11,26
2026-05-11 13F CAPROCK Group, Inc. 53 336 -5,66 3 602 -3,48
2026-04-23 13F Tarbox Family Office, Inc. 832 029 -16,76 56 187 -14,83
2026-02-04 13F Dogwood Wealth Management LLC 0 -100,00 0
2026-04-09 13F Baron Financial Group, LLC 22 812 -2,85 1 540 -0,58
2026-05-15 13F Fiduciary Trust Co 1 770 894 -1,87 119 588 0,40
2026-05-12 13F Laurel Wealth Advisors LLC 13 110 -2,83 970 8,99
2026-04-16 13F Phillips Financial Management, Llc 551 833 -25,81 37 265 -24,09
2026-04-13 13F GoalVest Advisory LLC 3 242 -9,74 219 -8,02
2026-04-29 13F Armor Investment Advisors, LLC 76 845 -9,40 5 189 -7,31
2026-04-24 13F Bull Street Advisors, LLC 5 325 -5,00 0
2026-05-14 13F Cwm, Llc 660 944 -3,99 44 634 99 084,44
2026-04-16 13F Smith Thornton Advisors LLC 21 505 -0,46 1 452 1,89
2026-04-15 13F Gradient Capital Advisors, LLC 5 460 -2,59 369 -0,27
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 15 644 -0,26 1 056 2,03
2026-05-06 13F Mechanics Financial Corp 229 243 -5,31 15 481 -3,12
2026-05-15 13F Carret Asset Management, Llc 14 494 -0,03 979 2,30
2026-04-07 13F Legacy Solutions, Llc 3 183 -17,86 215 -16,08
2026-05-14 13F Aft, Forsyth & Company, Inc. 27 400 -2,59 1 850 -0,32
2026-05-15 13F Massar Capital Management, LP 0 -100,00 0
2026-04-28 13F LVZ Advisors, Inc. 41 550 -14,59 2 806 -12,62
2026-04-22 13F Ifrah Financial Services, Inc. 3 295 -16,54 223 -14,62
2026-04-09 13F Park Place Capital Corp 99 862 -1,58 6 744 0,70
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 19 600 -0,40 1 324 1,93
2026-04-08 13F WealthCare Investment Partners, LLC 7 299 -1,34 498 0,61
2026-05-15 13F Df Dent & Co Inc 0 -100,00 0
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-04-24 13F FRG Family Wealth Advisors LLC 93 612 -2,60 6 322 -0,35
2026-05-11 13F Wrapmanager Inc 47 757 -16,56 3 225 -14,61
2026-05-13 13F Signature Equity Partners, LLC 843 -14,50 57 -13,85
2026-04-27 13F Albion Financial Group /ut 9 096 -0,01 614 2,33
2026-05-21 13F BankChampaign, National Association 176 -68,00 12 0,00
2026-05-27 13F Capasso Planning Partners LLC 11 980 -0,22 809 2,15
2026-04-02 13F Noble Wealth Management PBC 28 250 -0,70 1 908 1,60
2026-05-07 13F MONECO Advisors, LLC 26 509 -8,94 1 790 -6,82
2026-05-15 13F AlphaCore Capital LLC 307 918 -5,45 20 794 -3,26
2026-04-14 13F FC Advisory LLC 80 366 -0,79 5 427 1,52
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 4 212 -4,19 284 -2,07
2026-05-14 13F Manhattan West Asset Management, LLC 21 373 -1,11 1 443 1,19
2026-05-05 13F Atria Investments Llc 146 146 -3,54 9 869 -1,30
2026-04-24 13F Zwj Investment Counsel Inc 14 235 -1,56 961 0,73
2026-04-13 13F Highland Capital Management, Llc 12 695 -5,12 857 -2,94
2026-04-23 13F Brown Miller Wealth Management, LLC 46 478 -1,77 3 139 0,51
2026-02-06 13F New Millennium Group LLC 533 -0,74 35 0,00
2026-04-21 13F Buttonwood Financial Advisors Inc. 16 648 -0,98 1 124 1,35
2026-04-22 13F Asset Allocation Strategies LLC 173 529 -6,22 11 718 -4,05
2026-04-30 13F Csenge Advisory Group 17 057 -24,22 1 152 -22,49
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12 804 -2,27 865 0,00
2026-05-08 13F Capital Developers, LLC 52 747 -2,74 3 562 -0,47
2026-04-22 13F Traphagen Investment Advisors Llc 16 462 -0,60 1 112 1,65
2026-04-16 13F Roble, Belko & Company, Inc 2 042 -12,44 0
2026-05-14 13F Tripletail Wealth Management, LLC 710 -83,14 48 -82,67
2026-04-27 13F CWS Financial Advisors, LLC 19 308 -12,23 1 304 -10,20
2026-04-23 13F St. Clair Advisors, LLC 31 675 -1,65 2 139 0,66
2026-05-13 13F Yarger Wealth Strategies, Llc 11 735 -1,40 792 0,89
2026-05-15 13F Armis Advisers, LLC 18 669 -0,85 1 365 10,08
2026-04-30 13F Red Cedar Investment Management, Llc 811 975 -1,65 54 833 0,63
2026-04-15 13F Northbridge Financial Group, Llc 5 129 -21,86 365 -15,70
2026-04-21 13F Old Second National Bank Of Aurora 425 290 -8,43 28 720 -6,31
2026-05-14 13F Mission Creek Capital Partners, Inc. 105 981 -0,14 7 157 2,17
2026-04-10 13F Harbor Group, Inc. 344 275 -1,41 23 249 0,87
2026-05-04 13F Chicago Partners Investment Group LLC 894 279 -2,01 64 960 2,21
2026-05-04 13F Copia Wealth Management 1 945 -5,35 131 -2,96
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 458 188 -1,49 30 941 0,79
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 5 562 -3,08 376 -0,79
2026-05-12 13F GGM Financials LLC 23 359 -1,33 1 577 0,96
2026-04-28 13F Golden State Wealth Management, LLC 47 240 -0,19 3 190 2,15
2026-04-14 13F Wealthcare Advisory Partners LLC 306 621 -4,84 20 706 -2,63
2026-05-07 13F 360 Financial, Inc. 53 217 -4,78 3 594 -2,58
2026-05-11 13F Integrity Alliance, Llc. 27 663 -2,40 1 868 -0,11
2026-05-01 13F Guardian Wealth Advisors, LLC 252 758 -0,90 17 069 1,40
2026-05-07 13F Human Investing LLC 551 574 -5,24 37 248 -3,05
2026-05-14 13F Regal Investment Advisors LLC 94 364 -6,50 6 372 -4,34
2026-04-24 13F Key FInancial Inc 10 853 -3,73 733 -1,61
2026-05-01 13F Vantage Point Financial LLC 5 364 -0,19 362 2,26
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-05-06 13F Deutsche Bank Ag\ 29 574 -30,27 1 997 -28,65
2026-05-11 13F Td Asset Management Inc 176 048 -2,98 11 889 -0,73
2026-04-15 13F Exchange Traded Concepts, Llc 18 050 -12,38 1 219 -10,38
2026-01-26 13F Thomasville National Bank 15 311 -0,42 1 011 0,70
2026-04-23 13F Simmons Bank 259 098 -1,71 17 497 0,57
2026-04-22 13F BigSur Wealth Management LLC 23 750 -25,20 1 604 -23,48
2026-04-07 13F Legacy Private Trust Co. 61 024 -15,14 4 121 -13,19
2026-04-14 13F Prospera Financial Services Inc 103 206 -1,73 6 970 0,55
2026-05-11 13F F/M Investments LLC 0 -100,00 0
2026-05-07 13F Cassaday & Co Wealth Management LLC 17 148 -5,95 1 158 -3,74
2026-05-07 13F Sagespring Wealth Partners, Llc 365 596 -4,41 24 689 -2,19
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-05-13 13F Richard W. Paul & Associates, LLC 47 708 -0,34 3 222 1,96
2026-04-06 13F IFS Advisors, LLC 163 242 -0,43 11 024 1,87
2026-04-16 13F Rockland Trust Co 313 076 -6,31 21 142 -4,14
2026-04-15 13F Trust Co Of Toledo Na /oh/ 19 169 -12,37 1 294 -10,33
2026-04-21 13F Delap Wealth Advisory, Llc 0 -100,00 0
2026-05-06 13F Sterling Financial Planning, Inc. 68 967 -2,60 4 657 -0,34
2026-05-15 13F Citadel Advisors Llc Put 12 500 -38,42 844 -36,97
2026-05-12 13F Jane Street Group, Llc Put 6 600 -75,37 446 -74,83
2026-05-08 13F STAR Financial Bank 54 179 -15,77 3 659 -13,83
2026-05-12 13F Jane Street Group, Llc 16 265 -96,50 1 098 -96,42
2026-05-12 13F Insigneo Advisory Services, Llc 16 914 -15,87 1 142 -13,88
2026-04-29 13F W Advisors, Llc 5 647 -0,25 381 2,14
2026-05-13 13F May Barnhard Investments LLC 74 580 -0,85 5 036 1,45
2026-04-21 13F BCS Private Wealth Management, Inc. 16 760 -21,20 1 132 -19,39
2026-05-06 13F Quest 10 Wealth Builders, Inc. 533 -16,19 36 -14,63
2026-02-12 13F Strata Wealth Advisors, LLC 0 -100,00 0
2026-04-28 13F Pennsylvania Capital Management Inc /adv 117 966 -0,44 7 966 1,87
2026-04-15 13F Cypress Wealth Services, LLC 14 802 -1,17 1 000 1,11
2026-05-15 13F Empowered Funds, LLC 234 326 -3,86 15 824 -1,62
2026-05-14 13F Cambria Investment Management, L.P. 16 392 -12,02 1 107 -10,01
2026-04-20 13F Dagco, Inc. 10 313 -1,67 696 0,58
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-05-05 13F Birchwood Financial Partners, Inc. 4 620 -1,28 312 0,97
2026-04-21 13F Northeast Investment Management 4 783 -0,13 323 1,90
2026-04-27 13F Insight Inv LLC 8 535 -3,01 576 -0,69
2026-04-17 13F Sovereign Financial Group, Inc. 12 111 -12,72 818 -10,71
2026-04-27 13F PAX Financial Group, LLC 8 374 -52,24 565 -51,17
2026-05-07 13F Wells Financial Advisors INC 0 -100,00 0
2026-04-22 13F Muirfield Wealth Advisors Llc 81 554 -0,66 5 507 1,64
2026-05-11 13F Eldridge Investment Advisors, Inc. 10 262 -0,96 693 1,32
2026-04-22 13F Grove Street Fiduciary, LLC 3 717 -6,77 251 -4,56
2026-04-30 13F Madison Wealth Partners, Inc 191 867 -1,02 12 957 1,27
2026-04-15 13F LongView Wealth Management 3 240 -9,82 232 -6,85
2026-05-05 13F Cedarwood Wealth LLC 4 788 -5,00 323 -7,71
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-04-08 13F JGP Wealth Management, LLC 7 769 -3,75 525 -1,50
2026-04-07 13F Farmers Trust Co 50 154 -0,20 3 387 2,11
2026-04-16 13F Westmount Partners, LLC 11 505 -5,41 777 -3,24
2026-04-22 13F Cornerstone Wealth Group, LLC 14 534 -1,93 1 060 8,28
2026-05-20 13F Cadia Private Client LLC 62 542 -5,31 4 223 -3,12
2026-04-06 13F Private Client Services, Llc 5 007 -5,65 338 -3,43
2026-05-07 13F New Insight Wealth Advisors 10 384 -1,40 701 0,86
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 50 453 -0,94 3 407 1,37
2026-04-24 13F Peoples Bank /oh 124 912 -2,16 8 435 0,11
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-04-30 13F Sonata Capital Group Inc 76 817 -0,24 5 187 2,07
2026-05-15 13F Greenland Capital Management LP 5 878 -66,57 397 -65,86
2026-05-07 13F Dakota Wealth Management 56 327 -0,76 3 804 1,55
2026-04-08 13F Wealthspan Partners, Llc 17 283 -5,52 1 167 -3,31
2026-04-10 13F Prosperity Planning, Inc. 7 554 -14,34 510 -12,37
2026-04-07 13F Holland Advisory Services, Inc. 264 692 -1,17 17 875 1,13
2026-04-17 13F Elk River Wealth Management, LLC 9 600 -3,54 648 -1,22
2026-05-11 13F Evermay Wealth Management Llc 591 793 -3,40 39 964 -1,16
2026-04-09 13F Tilia Fiduciary Partners, Inc. 10 622 -5,57 717 -3,37
2026-04-17 13F High Net Worth Advisory Group LLC 53 444 -4,62 3 609 -2,41
2026-04-08 13F NorthCrest Asset Manangement, LLC 108 201 -13,06 7 377 -12,54
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-04-20 13F New Hampshire Trust 111 683 -4,83 7 542 -2,63
2026-04-09 13F Brown Wealth Management, Llc 78 142 -14,39 5 277 -12,42
2026-05-06 13F Simon Quick Advisors, Llc 179 591 -1,71 12 128 0,57
2026-04-15 13F Atwood & Palmer Inc 4 380 -3,31 296 -1,01
2026-04-27 13F FF Advisors,LLC 17 765 -0,55 1 290 9,41
2026-05-14 13F Modern Wealth Management, LLC 29 746 -2,02 2 026 1,10
2026-04-21 13F GHP Investment Advisors, Inc. 129 877 -0,29 8 771 2,01
2026-05-15 13F Vista Investment Management 42 956 -0,66 2 901 1,65
2026-04-30 13F GreatBanc Trust CO 87 287 -0,29 5 894 2,03
2026-05-08 13F Woodley Farra Manion Portfolio Management Inc 3 537 -0,14 239 2,15
2026-05-06 13F Anb Bank 331 383 -4,45 22 378 -2,23
2026-05-15 13F Parvin Asset Management, LLC 80 -26,61 5 -28,57
2026-05-05 13F Investment Partners, Ltd. 27 512 -0,25 1 858 2,03
2026-04-13 13F TL Private Wealth 13 717 -5,82 966 -3,98
2026-04-21 13F Urban Wealth Management, LLC 17 105 -4,97 1 155 -2,78
2026-01-28 13F Dentgroup LLC 103 674 -5,89 6 842 -4,83
2026-05-15 13F Ameriprise Financial Inc 8 695 131 -2,31 587 264 -0,04
2026-02-13 13F Barclays Plc 12 435 -88,89 821 -88,77
2026-04-27 13F Beacon Financial Advisory LLC 3 556 -5,98 240 -3,61
2026-05-01 13F Wingate Wealth Advisors, Inc. 0 -100,00 0
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 5 352 -0,93 361 1,40
2026-04-09 13F Tompkins Financial Corp 152 543 -11,02 10 301 -8,96
2026-04-21 13F Keystone Financial Services, LLC 10 702 -0,32 723 1,98
2026-05-14 13F Wealth Alliance 47 966 -13,24 3 239 -11,21
2026-05-01 13F Valmark Advisers, Inc. 900 671 -0,09 60 822 2,22
2026-05-14 13F Pacific Financial Group Inc 67 634 -6,54 4 567 -4,36
2026-05-07 13F Grant Street Asset Management, Inc. 8 445 -2,56 570 -0,35
2026-05-04 13F Camden National Bank 52 575 -2,95 3 550 -0,70
2026-04-22 13F Peak Planning Group, LLC 4 892 -5,27 330 -2,94
2026-04-27 13F TABR Capital Management, LLC 0 -100,00 0
2026-05-11 13F Beto Financial Group, Llc 45 764 -38,73 3 371 -34,84
2026-04-10 13F Ballew Advisors, Inc 41 915 -4,55 2 962 -2,73
2026-05-05 13F Leo Wealth, LLC 32 560 -1,66 2 199 0,59
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-01-16 13F M3 Advisory Group, LLC 0 -100,00 0
2026-04-15 13F Fortitude Family Office, LLC 102 081 -0,17 6 894 2,15
2026-05-12 13F Voya Financial Advisors, Inc. 494 888 -5,15 32 717 -6,31
2026-05-14 13F Collar Capital Management, LLC 8 000 -1,54 540 0,75
2026-02-17 13F Capital Insight Partners, Llc 0 -100,00 0
2026-04-29 13F Sunrise Financial Services, LLC 1 190 -23,47 80 -21,57
2026-05-04 13F Greenspring Advisors, LLC 33 296 -2,33 2 248 -0,04
2026-04-23 13F Chicago Capital, LLC 7 025 -15,72 474 -13,82
2026-05-11 13F Rebalance, Llc 60 483 -0,30 4 084 2,00
2026-05-15 13F Evercore Wealth Management, LLC 145 222 -4,65 9 807 -2,45
2026-04-22 13F Capital Management Associates, Inc 28 303 -13,07 1 911 -11,03
2026-05-12 13F Riggs Asset Managment Co. Inc. 3 066 -2,85 207 -0,48
2026-04-24 13F KPP Advisory Services LLC 53 967 -1,60 3 644 0,69
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2026-05-15 13F TRUE Private Wealth Advisors 48 954 -5,09 3 306 -2,91
2026-05-12 13F Leavell Investment Management, Inc. 282 333 -0,81 19 066 1,49
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