VOO / Vanguard Index Funds - Vanguard S&P 500 ETF – Własność instytucjonalna – Sprzedawcy

Vanguard Index Funds - Vanguard S&P 500 ETF
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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
(%)
2026-05-04 13F Bank Hapoalim Bm 154 934 -23,58 93 -27,56
2026-04-13 13F Defender Capital, LLC. 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 349 162 -6,30 208 642 -10,72
2026-05-09 13F MSH Capital Advisors LLC 4 832 -10,62 2 887 -14,84
2026-05-01 13F Liquid Strategies, LLC 448 433 -4,86 267 961 -9,35
2026-04-28 13F Berger Financial Group, Inc 25 688 -1,92 15 350 -6,55
2026-02-12 13F Litman Gregory Asset Management LLC 226 423 -8,58 141 997 -6,38
2026-05-11 13F RiverFront Investment Group, LLC 2 492 -1,31 1 489 -5,94
2026-05-13 13F BCJ Capital Management, LLC 39 351 -30,31 23 514 -33,60
2026-04-21 13F Roth Financial Partners LLC 23 960 -23,41 14 317 -27,02
2026-04-21 13F Financial Planning Navigators CORP 1 332 -6,39 796 -10,76
2026-05-15 13F Fiduciary Trust Co 78 457 -1,69 46 882 -6,33
2026-04-30 13F CarsonAllaria Wealth Management, Ltd. 0 -100,00 0
2026-05-12 13F Cloud Capital Management, LLC 4 799 -0,10 3 -33,33
2026-04-22 13F Truefg, Llc 1 326 -3,00 792 -7,48
2026-05-14 13F Fca Corp /tx 0 -100,00 0
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100,00 0
2026-05-01 13F Anchor Investment Management, LLC 9 897 -0,17 5 914 -4,87
2026-05-15 13F Constant Guidance Financial LLC 0 -100,00 0
2026-05-18 13F Genesis Financial Group, LLC 0 -100,00 0
2026-04-14 13F West Branch Capital LLC 229 -56,63 137 -58,91
2026-05-15 13F Tower Research Capital LLC (TRC) 229 -91,35 137 -91,80
2026-02-17 13F Scientech Research LLC 0 -100,00 0
2026-04-13 13F Bank of New Hampshire 16 251 -3,03 9 711 -7,60
2026-04-23 13F Sawyer & Company, Inc 5 851 -1,96 3 496 -6,57
2026-04-13 13F Ledgewood Wealth Advisors, LLC 8 453 -0,25 5 051 -4,95
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 7 309 -3,69 4 368 -8,24
2026-05-11 13F Wells Fargo & Company/mn Put 0 -100,00 0 -100,00
2026-04-22 13F Carroll Advisory Group, LLC 38 829 -0,73 23 202 -5,41
2026-04-24 13F Wagner Wealth Management, Llc 305 -2,24 182 -7,18
2026-05-12 13F/A Signature Securities Group Corporation 9 153 -1,98 5 470 -6,59
2026-05-13 13F Lido Advisors, LLC 401 695 -21,70 240 061 -24,39
2026-04-10 13F IAM Advisory, LLC 0 -100,00 0
2026-05-14 13F Westerkirk Capital Inc. 10 300 -78,44 6 155 -79,46
2026-04-30 13F Carmel Capital Partners, LLC 1 394 -11,44 833 -15,70
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-04-15 13F Spirit Of America Management Corp/ny 304 -7,60 192 -8,61
2026-04-30 13F Beirne Wealth Consulting Services, LLC 4 691 -15,83 2 804 -19,80
2026-05-13 13F Inlet Private Wealth, LLC 682 -1,45 408 -6,00
2026-05-06 13F Hamilton Point Investment Advisors, LLC 2 755 -1,43 1 646 -6,05
2026-05-11 13F WFA of San Diego, LLC 784 -2,49 468 -7,14
2026-02-11 13F MidWestOne Financial Group, Inc. 3 915 -3,36 2 455 -1,01
2026-05-13 13F Lavaca Capital Llc 107 -96,38 64 -96,60
2026-04-29 13F Duncker Streett & Co Inc 1 928 -4,51 1 152 -8,93
2026-06-03 13F DBK Financial Counsel, LLC 7 439 -1,10 4 445 -5,77
2026-04-21 13F Compass Advisory Group LLC 5 712 -0,83 3 413 -5,54
2026-05-15 13F American Century Companies Inc 35 100 -18,56 20 974 -22,40
2026-05-20 13F/A Arete Wealth Advisors, LLC 17 068 -21,07 10 197 78 330,77
2026-04-22 13F tru Independence LLC 878 -3,62 525 -8,23
2026-04-14 13F Drive Wealth Management, Llc 3 834 -16,45 2 291 -20,37
2026-05-14 13F Johnson Financial Group, LLC 2 560 -0,43 1 529 -5,15
2026-05-11 13F Fourth Dimension Wealth, LLC 245 -59,50 146 -61,48
2026-05-13 13F Lunt Capital Management, Inc. 521 -11,54 311 -15,72
2026-04-21 13F Maseco Llp 35 683 -2,73 21 328 -7,29
2026-04-10 13F Capital Advantage, Inc. 4 160 -0,07 2 486 -4,79
2026-04-24 13F Luminist Capital LLC 5 342 -55,00 3 192 -57,13
2026-04-14 13F Papp L Roy & Associates 543 -1,81 325 -6,36
2026-05-13 13F Transcend Wealth Collective, Llc 13 067 -8,70 7 808 -13,00
2026-05-08 13F Seneschal Advisors, LLC 724 -8,35 433 -12,73
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 663 340 -2,64 396 379 -7,23
2026-05-14 13F St. Louis Trust Co 66 023 -1,96 39 452 -6,58
2026-01-26 13F Thomasville National Bank 2 036 -3,09 1 277 -0,78
2026-05-13 13F WealthCollab, LLC 6 694 -2,39 4 000 -7,00
2026-05-01 13F Slagle Financial, LLC 3 987 -8,15 2 383 -12,49
2026-05-14 13F IronBridge Private Wealth, LLC 0 -100,00 0
2026-05-15 13F Fullerton Fund Management Co Ltd 2 553 -71,80 1 526 -73,14
2026-05-12 13F Teachers Insurance & Annuity Association Of America 1 272 -1,17 760 -5,82
2026-04-09 13F Meritas Wealth Management, LLC 437 -6,62 261 -10,92
2026-04-15 13F Blue Square Asset Management, Llc 23 798 -25,55 14 220 -29,06
2026-04-22 13F Essential Planning, LLC. 923 -4,55 551 -9,08
2026-04-17 13F Worth Asset Management, LLC 1 488 -84,12 889 -84,87
2026-04-24 13F Pw Advisors, Llc \ Fl 1 597 -13,16 954 -17,26
2026-04-15 13F Atwood & Palmer Inc 135 -20,59 81 -24,53
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-13 13F AE Wealth Management LLC 317 194 -6,23 189 539 -10,66
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 11 413 -2,77 6 820 -7,35
2026-05-08 13F Resources Investment Advisors, LLC. 229 422 -20,88 137 091 -24,61
2026-05-05 13F Soundwatch Capital LLC 22 527 -0,70 13 461 -5,38
2026-04-08 13F Significant Wealth Partners LLC 1 776 -7,69 1 061 -12,02
2026-05-01 13F Hills Bank & Trust Co 11 735 -1,81 7 012 -6,43
2026-05-07 13F Fedenia Advisers LLC 11 295 -65,72 6 749 -67,34
2026-05-13 13F Sherman Porfolios, Llc 0 -100,00 0
2026-04-24 13F KC Investment Advisors, LLC 138 703 -0,48 82 882 -5,17
2026-04-27 13F CWS Financial Advisors, LLC 41 480 -6,14 24 787 -10,57
2026-04-29 13F Axis Capital Holdings Ltd 405 502 -2,03 242 308 -6,65
2026-05-05 13F Opinicus Capital, Inc. 0 -100,00 0
2026-05-12 13F Chesapeake Asset Management Llc 225 -50,44 135 -52,82
2026-04-10 13F Harbor Group, Inc. 1 076 -0,37 643 -5,17
2026-05-13 13F Philadelphia Trust Co 21 188 -0,87 13 -7,69
2026-05-05 13F Collaborative Wealth Managment Inc. 1 265 -28,37 756 -31,80
2026-05-12 13F Tannin Capital LLC 5 697 -3,21 3 404 -7,78
2026-05-04 13F Souders Financial Advisors 89 639 -3,21 53 564 -7,78
2026-04-21 13F Sage Financial Management Group, Inc. 13 942 -3,34 8 331 -7,89
2026-05-06 13F BOCHK Asset Management Ltd 0 -100,00 0
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 1 206 -0,74 721 -5,51
2026-05-01 13F Martel Wealth Advisors Inc 3 026 -2,76 1 808 -7,33
2026-05-12 13F Coyle Financial Counsel LLC 20 318 -2,07 12 141 -6,69
2026-04-24 13F Retirement Systems of Alabama 317 375 -4,63 189 647 -9,13
2026-05-06 13F Nelson Capital Management, LLC 0 -100,00 0 -100,00
2026-05-01 13F Farrow Financial Inc. 3 064 -1,13 1 831 -5,82
2026-04-20 13F SILVER OAK SECURITIES, Inc 7 470 -42,60 4 464 -45,71
2026-05-11 13F Atlas Legacy Advisors, LLC 62 660 -5,55 37 442 -10,00
2026-04-15 13F Planning Directions Inc 2 332 -1,31 1 393 -6,01
2026-04-27 13F Pensionmark Financial Group, Llc 239 969 -10,28 143 394 -14,52
2026-05-08 13F Banco Santander, S.A. 209 633 -14,70 125 266 -18,72
2026-05-08 13F Guardian Wealth Management, Inc. 0 -100,00 0
2026-04-22 13F JNBA Financial Advisors 1 182 -3,43 706 -7,95
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 9 131 -0,32 5 456 -5,03
2026-05-13 13F West Chester Capital Advisors, Inc 125 540 -2,88 75 016 -7,46
2026-04-22 13F Kennedy Investment Group 1 779 -23,42 1 063 -26,99
2026-04-23 13F Members Wealth Llc 2 852 -1,62 1 865 0,92
2026-04-24 13F Ledyard National Bank 651 -34,38 389 -37,46
2026-05-01 13F Wealthspire Advisors, LLC 1 130 127 -2,32 675 307 -6,93
2026-05-12 13F Hutchinson Capital Management/ca 597 -52,81 357 -55,11
2026-05-14 13F Providence Capital Advisors, LLC 960 -0,62 574 -5,45
2026-04-21 13F Family Wealth Group, LLC 28 248 -3,14 16 879 -7,71
2026-05-13 13F Avestar Capital, LLC 5 117 -2,83 3 058 -7,42
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 14 242 -7,12 8 510 -11,49
2026-05-12 13F Motley Fool Wealth Management, LLC 41 241 -13,81 24 644 -17,87
2026-04-24 13F Boston Trust Walden Corp 55 074 -2,46 32 909 -7,06
2026-05-22 13F/A Summitry Llc 434 -73,03 259 -74,33
2026-04-21 13F Fulcrum Wealth Advisors, Llc 7 989 -18,01 4 774 -21,88
2026-05-14 13F Pinnacle Financial Partners, Inc. 341 435 -1,17 204 044 -5,83
2026-05-13 13F Aureus Asset Management, LLC 0 -100,00 0
2026-05-14 13F Northern Trust Corp 427 746 -1,07 255 600 -5,73
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 12 737 -26,22 8 -30,00
2026-05-15 13F Waterford Advisors, LLC 387 -17,48 225 -23,81
2026-05-01 13F Consilio Wealth Advisors, Llc 5 499 -0,54 3 286 -5,25
2026-04-28 13F ORG Wealth Partners, LLC 758 -19,45 453 -23,35
2026-04-14 13F LifeGoal Wealth Advisors 2 946 -0,24 1 774 -4,16
2026-05-02 13F Burton Enright Welch 3 716 -0,43 2 221 -5,13
2026-04-23 13F Balanced Wealth Group Llc 802 -1,47 479 -4,20
2026-05-05 13F Mjp Associates Inc /adv 136 997 -8,88 81 862 -13,18
2026-04-14 13F Legacy Trust 1 308 -0,76 782 -5,45
2026-05-07 13F Greykasell Wealth Strategies, Inc. 427 -1,16 255 -5,56
2026-04-30 13F Base Wealth Management LLC 47 056 -6,90 28 118 -11,29
2026-05-14 13F Warther Private Wealth, LLC 2 085 -5,36 1 246 -9,85
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 78 206 -8,38 46 732 -12,70
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 0 -100,00 0
2026-05-06 13F SP Asset Management LLC 17 838 -2,69 10 659 -7,29
2026-04-10 13F Quaker Wealth Management, LLC 110 -44,72 66 -47,58
2026-05-07 13F Omnia Family Wealth, LLC 5 663 -61,93 3 384 -63,73
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-05-06 13F Akuna Securities Llc 0 -100,00 0
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0 -100,00
2026-05-13 13F Synergy Financial Management, LLC 2 333 -22,80 1 394 -26,44
2026-05-15 13F Aufman Associates Inc 59 743 -1,30 35 699 -5,95
2026-04-29 13F American Capital Advisory, LLC 811 -9,59 485 -13,88
2026-05-16 13F Guardian Partners Inc. 0 -100,00 0
2026-05-12 13F Cascade Financial Partners, LLC 2 734 -3,97 1 634 -8,52
2026-05-15 13F Knightsbridge Asset Management, Llc 1 831 -0,05 1 094 -4,70
2026-04-27 13F Smith & Howard Wealth Management, LLC 2 973 -0,50 1 776 -5,18
2026-04-22 13F J. L. Bainbridge & Co., Inc. 448 -11,46 268 -15,77
2026-05-14 13F Seven Post Investment Office LP 0 -100,00 0
2026-04-08 13F Icapital Wealth Llc 4 957 -27,89 2 962 -31,29
2026-04-17 13F Verde Capital Management 693 -14,02 414 -18,02
2026-04-17 13F/A Founders Financial Securities Llc 9 963 -63,39 6 227 -63,51
2026-05-12 13F Vines Capital Management, LLC 5 785 -2,58 3 457 -7,17
2026-04-22 13F Evensky & Katz LLC 595 -14,02 0
2026-04-29 13F CVA Family Office, LLC 35 946 -17,86 21 479 -21,73
2026-04-20 13F CWA Asset Management Group, LLC 13 875 -1,99 8 291 -6,61
2026-04-27 13F DeDora Capital, Inc. 23 913 -1,57 14 289 -6,22
2026-04-21 13F Topsail Wealth Management, LLC 85 192 -0,12 50 906 -4,83
2026-04-16 13F Baron Wealth Management LLC 1 497 -27,29 895 -30,75
2026-05-14 13F Synergy Investment Management, LLC 37 987 -3,06 22 699 -7,64
2026-04-27 13F JB Capital LLC 4 272 -0,56 2 553 -5,24
2026-05-13 13F Redwood Family Wealth LLC 5 310 -1,08 3 173 -5,73
2026-04-22 13F CrossGen Wealth, LLC 3 970 -8,97 2 372 -13,24
2026-05-13 13F Capital CS Group, LLC 1 105 -78,61 660 -79,63
2026-05-14 13F Financial Sense Advisors, Inc. 59 521 -1,82 35 567 -6,45
2026-05-15 13F Nepc Llc 978 154 -3,87 584 496 -8,40
2026-04-30 13F Team Hewins, LLC 427 -52,13 255 -54,38
2026-05-12 13F Cadence Wealth Management LLC 691 -2,68 413 -7,19
2026-04-24 13F Triasima Portfolio Management inc. 6 292 -1,49 3 760 -6,14
2026-04-13 13F Plan Group Financial, LLC 19 272 -30,01 11 516 -33,32
2026-05-04 13F Schnieders Capital Management, Llc. 582 -0,51 348 -5,45
2026-04-15 13F Founders Grove Wealth Partners, Llc 14 620 -1,18 8 736 -5,83
2026-05-12 13F Partners Capital Investment Group, Llp 163 083 -10,86 97 451 -15,06
2026-05-14 13F Andrews Advisory Associates, LLC 37 980 -3,03 22 695 -7,60
2026-05-06 13F Lockheed Martin Investment Management Co 223 000 -25,84 133 254 -29,34
2026-05-15 13F Wright Wealth Llc 9 184 -1,67 5 488 -6,32
2026-04-28 13F Peak Financial Management, Inc. 25 270 -5,97 15 100 -10,41
2026-05-05 13F Journey Advisory Group, LLC 0 -100,00 0
2026-05-13 13F Elm Partners Management LLC 106 752 -11,36 62 015 -17,89
2026-05-14 13F Safeguard Investment Advisory Group, LLC 12 245 -1,76 7 317 -6,40
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-04-20 13F 25 Llc 6 532 -6,83 3 903 -11,23
2026-05-12 13F Advocacy Wealth Management Services, LLC 3 660 -5,86 2 187 -10,34
2026-05-08 13F Sofos Investments, Inc. 1 005 -1,08 600 -5,66
2026-05-11 13F RWM Asset Management, LLC 2 960 -5,40 1 769 -11,29
2026-05-13 13F McDonough Capital Management, Inc 676 -10,94 404 -15,16
2026-05-01 13F Midwest Trust Co 136 630 -10,19 81 643 -14,42
2026-05-08 13F Northwestern Mutual Investment Management Company, Llc 547 798 -40,51 327 337 -43,31
2026-04-17 13F Presilium Private Wealth, Llc 1 399 -28,59 836 -32,00
2026-05-15 13F Northeast Financial Group, Inc. 1 486 -21,54 888 -25,19
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-02-18 13F Front Street Capital Management, Inc. 69 175 -0,24 43 2,38
2026-04-24 13F Bishop & Co Investment Management, LLC 23 647 -2,87 14 130 -7,45
2026-04-07 13F Signaturefd, Llc 10 546 -2,83 6 302 -7,41
2026-04-22 13F Bluesphere Advisors, LLC 6 078 -13,37 3 632 -17,46
2026-06-03 13F/A Wealthquest Corp 2 373 -4,85 1 418 -9,34
2026-05-08 13F Asset Management One Co., Ltd. 67 484 -3,64 40 325 -8,98
2026-05-05 13F One Day In July LLC 165 564 -0,09 98 933 -4,80
2026-05-08 13F Everett Harris & Co /ca/ 13 377 -48,61 7 993 -51,03
2026-05-16 13F Sunbelt Securities, Inc. 4 251 -0,05 2 540 -4,73
2026-05-14 13F Sunesis Advisors, LLC 3 009 -0,46 1 798 -5,12
2026-04-01 13F Rowland & Co Investment Counsel/adv 236 -1,26 141 -5,37
2026-04-29 13F Efficient Advisors, LLC 162 324 -9,46 96 997 -13,73
2026-02-17 13F MGB Wealth Management, LLC 4 058 -3,10 2 546 -0,66
2026-04-21 13F Trust Co Of Virginia /va 4 417 -2,08 2 639 -6,68
2026-05-13 13F Employees Retirement System of Texas 0 -100,00 0 -100,00
2026-05-14 13F Captrust Financial Advisors 1 174 750 -2,82 701 866 -7,42
2026-05-14 13F LifePlan Investment Advisors, Inc. 14 989 -7,32 8 957 -11,69
2026-04-16 13F Capital Advisors, Ltd. LLC 161 -26,15 0
2026-05-14 13F Natixis 6 093 641 -26,14 3 641 255 -29,62
2026-05-15 13F Clark Capital Management Group, Inc. 11 333 -1,29 6 772 -5,95
2026-05-12 13F Warwick Investment Management, Inc. 6 804 -5,42 4 066 -9,89
2026-05-15 13F Continental Investors Services, Inc. 0 -100,00 0
2026-04-24 13F Family Investment Center, Inc. 6 807 -2,27 4 068 -6,89
2026-05-14 13F Advisory Research Inc 3 945 -0,05 2 357 -4,77
2026-05-11 13F Citigroup Inc 3 113 317 -1,36 1 860 363 -6,02
2026-04-21 13F Morton Capital Management LLC/CA 2 721 -0,29 1 626 -5,03
2026-02-02 13F Woodard & Co Asset Management Group Inc /adv Call 0 -100,00 0 -100,00
2026-05-12 13F WorthPointe, LLC 23 651 -14,53 14 133 -18,57
2026-05-06 13F Aviance Capital Partners, LLC 4 203 -6,25 2 512 -10,67
2026-05-11 13F Elevate Wealth Advisory, Inc 0 -100,00 0
2026-05-13 13F Jaffetilchin Investment Partners, LLC 11 463 -2,15 6 850 -6,77
2026-04-16 13F CPR Investments Inc. 5 183 -67,95 3 097 -69,47
2026-05-11 13F Bailard, Inc. 65 575 -2,85 39 185 -7,44
2026-05-15 13F Lazard Asset Management Llc 8 498 -30,54 5 078 -33,82
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-05-07 13F Tidemark, LLC 1 493 -1,26 892 -5,91
2026-05-13 13F River Wealth Advisors LLC 3 130 -7,62 1 870 -11,96
2026-04-06 13F Miller Global Investments, LLC 0 -100,00 0 -100,00
2026-05-12 13F Operose Advisors LLC 47 586 -7,98 28 439 -12,32
2026-04-16 13F EdgeRock Capital LLC 12 186 -9,81 7 282 -14,08
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-05-11 13F Phoenix Holdings Ltd. 0 -100,00 0
2026-04-23 13F Game Plan Financial Advisors, LLC 197 -1,99 118 -7,14
2026-05-01 13F Financial Connections Group, Inc. 1 378 -13,44 1
2026-05-12 13F Pacific Center for Financial Services 2 905 -5,62 1 736 -7,90
2026-05-05 13F Paradigm Capital Management, LLC/NV 0 -100,00 0
2026-04-08 13F Fermata Advisors, LLC 14 073 -6,82 8 410 -11,21
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-21 13F Systelligence, LLC 21 028 -10,45 12 565 -14,67
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 582 041 -33,99 348 778 -37,83
2026-05-07 13F Advisor OS, LLC 162 438 -6,46 97 065 -10,88
2026-04-13 13F CGC Financial Services, LLC 159 -86,89 95 -87,50
2026-04-28 13F Kanawha Capital Management Llc 1 914 -7,54 1 144 -11,94
2026-04-22 13F Storen Legacy Partners, LLC 33 200 -59,92 19 839 -61,81
2026-04-15 13F BDFS Capital LLC 579 -1,36 346 -6,25
2026-04-24 13F Crux Wealth Advisors 7 504 -1,42 4 484 -6,08
2026-04-10 13F Country Trust Bank 1 197 012 -1,07 715 275 -5,73
2026-05-12 13F Baker Avenue Asset Management, LP 3 653 -37,85 2 183 -40,78
2026-05-12 13F Azimuth Capital Investment Management LLC 6 404 -2,47 3 827 -7,07
2026-05-12 13F TD Waterhouse Canada Inc. 84 647 -10,28 50 966 -13,85
2026-05-15 13F Jain Global LLC 0 -100,00 0
2026-04-09 13F ASL Financial, LLC 0 -100,00 0
2026-04-14 13F Affiance Financial, LLC 194 643 -1,65 116 309 -6,28
2026-05-15 13F 44 Wealth Management Llc 0 -100,00 0
2026-04-02 13F Collective Family Office Llc 12 744 -5,04 7 615 -9,51
2026-05-01 13F FLC Capital Advisors 1 288 -37,90 770 -40,85
2026-05-18 13F Cim, Llc 645 -1,23 385 -5,87
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 2 620 -0,15 1 566 -4,86
2026-05-15 13F Painted Porch Advisors LLC 974 -40,61 582 -43,48
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 34 224 -1,60 20 450 -6,24
2026-05-14 13F Financial Engines Advisors L.L.C. 20 623 -0,17 12 323 -4,88
2026-04-16 13F BlueSky Wealth Advisors, LLC 463 -12,14 277 -16,36
2026-05-14 13F Fort Point Capital Partners LLC 78 512 -12,01 46 915 -17,41
2026-04-27 13F Greenleaf Trust 78 042 -0,40 46 634 -5,10
2026-05-07 13F Alta Advisers Ltd 14 178 -4,14 8 472 -8,66
2026-05-14 13F Lebenthal Global Advisors, LLC 504 -5,97 301 -10,42
2026-02-11 13F Cookson Peirce & Co Inc 0 -100,00 0
2026-04-30 13F Griffin Asset Management, Inc. 1 400 -0,57 836 -5,22
2026-05-08 13F/A Davidson Investment Advisors 898 -36,63 537 -39,64
2026-04-14 13F Meadowbrook Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Integrity Investment Advisors, LLC 6 892 -5,67 4 118 -10,11
2026-05-15 13F GWM Advisors LLC 432 004 -28,17 104 189 -72,38
2026-04-24 13F Essex LLC 1 093 -4,12 653 -8,54
2026-05-14 13F Gambit Capital Management, LLC 19 808 -12,29 11 836 -16,42
2026-05-05 13F FinDec Wealth Services, Inc. 1 008 -6,32 602 -10,68
2026-04-10 13F Great Oak Capital Partners, Llc 3 868 -0,87 2 403 -1,96
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 1 631 -0,55 975 -5,25
2026-04-23 13F waypoint wealth counsel 35 295 -6,89 21 091 -11,29
2026-05-12 13F Centric Wealth Management 29 914 -3,96 19 747 -0,90
2026-04-28 13F Opes Wealth Management LLC 1 716 -1,77 1 026 -6,39
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 3 745 -2,19 2 238 -6,83
2026-05-12 13F Resurgent Financial Advisors LLC 594 -0,34 355 -5,09
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-23 13F Elevate Capital Advisors, LLC 1 021 -64,84 610 -66,54
2026-05-15 13F State Of Wisconsin Investment Board 0 -100,00 0
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 29 256 -6,27 17 -10,53
2026-05-15 13F Quadcap Wealth Management, LLC 6 676 -8,04 3 989 -12,39
2026-05-06 13F WoodTrust Financial Corp 18 857 -25,91 11 -26,67
2026-05-07 13F Koss-Olinger Consulting, LLC 844 -53,68 505 -55,91
2026-04-24 13F MOR Wealth Management, LLC 0 -100,00 0
2026-05-01 13F Coordinated Financial Services, Inc. 913 -5,19 546 -9,62
2026-05-08 13F Elevation Capital Advisory, LLC 6 275 -47,25 3 749 -49,75
2026-05-05 13F Cullen/frost Bankers, Inc. 51 516 -0,19 30 783 -4,90
2026-05-13 13F Fiduciary Family Office, Llc 3 179 -18,36 1 900 -22,24
2026-04-30 13F First Horizon Corp 15 357 -41,07 9 177 -43,85
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 303 739 -0,10 181 329 -5,14
2026-01-27 13F Meritage Portfolio Management 862 -3,58 541 -1,28
2026-04-30 13F Hsbc Holdings Plc 192 346 -2,45 114 897 -7,11
2026-05-08 13F Private Advisory Group LLC 5 404 -0,84 3 229 -5,53
2026-04-28 13F LWM Advisory Services, LLC 489 -16,70 292 -20,65
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 15 635 -3,84 9 343 93 320,00
2026-04-22 13F Wiser Advisor Group LLC 8 281 -1,57 4 948 -6,22
2026-05-08 13F Steward Partners Investment Advisory, Llc 447 787 -8,46 267 575 -12,78
2026-05-05 13F Smith, Moore & Co. 15 941 -11,97 9 525 -16,12
2026-04-28 13F Antonelli Financial Advisors, LLC 690 -13,75 412 -17,93
2026-01-29 13F Koa Wealth Management, LLC 0 -100,00 0
2026-05-01 13F Campbell Capital Management Inc 0 -100,00 0 -100,00
2026-04-21 13F Chapin Davis, Inc. 2 211 -6,47 1 321 -10,93
2026-04-27 13F Sharp Financial Services, LLC 2 170 -84,34 1 297 -85,09
2026-04-07 13F Calder Financial LLC 23 677 -2,51 14 261 -6,37
2026-05-05 13F Covestor Ltd 149 -29,05 0
2026-05-05 13F Caldwell Securities, Inc 0 -100,00 0 -100,00
2026-04-28 13F Stephens Inc /ar/ 111 264 -2,31 66 486 -6,92
2026-05-08 13F TRB Advisors LP 0 -100,00 0
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-04-10 13F YHB Investment Advisors, Inc. 10 583 -10,24 6 324 -14,47
2026-05-07 13F Advisor Resource Council 687 -0,72 411 -7,24
2026-04-21 13F Piedmont Capital Management, LLC/NC 35 628 -0,51 21 289 -5,21
2026-05-01 13F Lincoln Capital LLC 591 -7,51 353 -11,75
2026-05-15 13F Janus Henderson Group Plc 296 591 -37,79 177 228 -40,73
2026-04-15 13F Elevatus Welath Management 6 086 -78,21 3 637 -79,24
2026-04-21 13F S Harris Financial Group, LLC 7 795 -0,19 4 658 -4,90
2026-05-08 13F Maia Wealth LLC 7 399 -0,90 4 421 -5,47
2026-04-07 13F Sage Capital Advisors,llc 6 871 -0,87 4 106 -5,55
2026-05-04 13F Barrett & Company, Inc. 1 738 -0,57 1 039 -5,29
2026-05-08 13F Aviso Wealth Management 653 -40,74 390 -43,56
2026-05-11 13F Ducere Wealth Management LLC 7 863 -27,76 4 699 -31,16
2026-05-04 13F Pacific Point Advisors, LLC 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 4 723 -5,75 3 083 -1,88
2026-05-13 13F Crews Bank & Trust 3 184 -0,81 1 903 -5,51
2026-04-27 13F Truist Financial Corp 1 134 608 -44,63 677 985 -47,24
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3 814 -22,79 2 279 -26,44
2026-02-17 13F Main Street Financial Solutions, LLC 27 397 -11,63 17 182 -9,51
2026-04-28 13F Schear Investment Advisers, LLC 4 190 -51,79 2 504 -54,08
2026-05-05 13F Putnam Fl Investment Management Co 14 769 -17,79 8 825 -21,67
2026-05-12 13F Voya Investment Management Llc 2 184 -15,32 1 305 -19,29
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-04-27 13F Platform Technology Partners 10 403 -2,10 6 216 -6,72
2026-04-20 13F Courier Capital Llc 10 675 -9,56 6 379 -13,82
2026-05-15 13F IHT Wealth Management, LLC 29 361 -7,93 17 545 -12,27
2026-04-24 13F Canton Hathaway, LLC 44 750 -0,01 26 740 -4,73
2026-05-15 13F Reliant Wealth Planning 9 086 -0,65 5 429 -5,34
2026-04-27 13F Legacy Financial Group, Inc. 677 -0,29 404 -5,16
2026-05-04 13F John A. Wolfe & Associates, Inc. 303 -20,47 181 -23,95
2026-05-12 13F Icon Wealth Advisors, LLC 1 707 -6,11 1 117 -2,11
2026-05-12 13F Financial Network Wealth Management LLC 5 254 -0,87 3 0,00
2026-04-10 13F Armstrong Advisory Group, Inc 11 837 -1,17 7 073 -5,83
2026-05-01 13F Merrithew & Thorsten Inc 43 295 -0,19 26 -7,41
2026-04-15 13F Financial Management Professionals, Inc. 282 -99,55 168 -99,57
2026-04-29 13F Strid Group, LLC 529 -33,79 316 -36,93
2026-04-13 13F CJM Wealth Advisers, Ltd. 157 657 -3,10 94 208 -7,67
2026-05-05 13F CPA Asset Management LLC 878 -40,15 525 -43,04
2026-04-23 13F Columbia Advisory Partners Llc 0 -100,00 0
2026-04-23 13F 626 Financial, LLC 0 -100,00 0
2026-04-16 13F Upper Left Wealth Management, LLC 1 172 -1,68 700 -6,29
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 1 139 295 -27,88 680 786 -31,28
2026-05-12 13F Mengis Capital Management, Inc. 1 083 -1,81 648 -6,50
2026-05-11 13F Ciovacco Capital Management LLC 114 867 -3,32 68 639 -7,88
2026-02-12 13F Nuveen, LLC 0 -100,00 0 -100,00
2026-04-23 13F Analyst IMS Investment Management Services Ltd. 598 567 -7,58 358 -12,07
2026-05-13 13F Callan Family Office, LLC 179 714 -1,62 107 388 -6,26
2026-05-05 13F Advisors Preferred, LLC 0 -100,00 0
2026-04-28 13F Intelligent Financial Strategies 40 567 -2,09 24 241 -6,70
2026-05-14 13F Dana Investment Advisors, Inc. 13 772 -4,07 8 229 -8,59
2026-04-28 13F Family CFO Inc 16 727 -13,38 9 995 -17,46
2026-04-14 13F Lee-Kelleher Wealth Management 5 364 -1,74 3 205 -6,37
2026-04-24 13F Keystone Global Partners, LLC 5 367 -5,09 3 207 -9,56
2026-05-01 13F Securian Asset Management, Inc 240 471 -0,31 143 693 -5,02
2026-05-14 13F Prime Buchholz LLC 3 751 -1,75 2 242 -6,39
2026-05-06 13F Arcus Capital Partners, LLC 0 -100,00 0
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0 -100,00
2026-04-23 13F Ameliora Wealth Management Ltd. 1 920 -16,88 1 148 -20,79
2026-04-13 13F Professional Financial Advisors, LLC 2 334 -88,88 1 395 -89,41
2026-05-11 13F Great Valley Advisor Group, Inc. 37 876 -6,68 22 633 -11,08
2026-02-17 13F Clear Street Markets Llc 0 -100,00 0
2026-02-12 13F Cibc World Markets Corp 2 460 -6,18 1 543 3,56
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 14 688 -9,80 8 777 -14,05
2026-04-15 13F Curbstone Financial Management Corp 25 972 -1,81 15 519 -6,44
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-05-06 13F Gryphon Financial Partners LLC 1 765 -0,34 1 055 -5,05
2026-05-06 13F Ascent Wealth Partners, LLC 2 943 -10,76 1 758 -14,99
2026-05-07 13F Arsenal Capital Advisors LLC 4 772 -1,26 2 851 -5,91
2026-05-06 13F Morling Financial Advisors, LLC 1 505 -21,37 899 -25,08
2026-05-11 13F Knuff & Co LLC 296 -18,46 177 -22,47
2026-04-16 13F Stanley-Laman Group, Ltd. 10 215 -28,50 6 104 -31,88
2026-05-04 13F Carrera Capital Advisors 1 614 -8,19 964 -12,52
2026-05-05 13F Aventura Private Wealth, LLC 7 464 -0,05 4 460 -4,76
2026-05-11 13F Ashton Thomas Private Wealth, LLC 16 630 -9,54 9 937 -13,80
2026-05-06 13F 71 West Capital Partners 5 326 -10,43 3 183 -14,65
2026-04-08 13F Hummer Financial Advisory Services Inc 345 -21,77 206 -25,36
2026-05-14 13F Marshall Wace, Llp 0 -100,00 0
2026-01-12 13F Lanham O'Dell & Company, Inc. 31 723 -5,22 19 895 -2,93
2026-04-21 13F Meridian Financial, LLC 1 961 -0,15 1 172 -4,87
2026-05-15 13F RMB Capital Management, LLC 8 438 -4,31 5 042 -8,81
2026-04-15 13F QTR Family Wealth, LLC 8 546 -6,15 5 456 -5,87
2026-01-21 13F Financial & Tax Architects, LLC 0 -100,00 0 -100,00
2026-05-07 13F Mullooly Asset Management, Inc. 652 -6,32 390 -10,78
2026-04-27 13F Liberty Atlantic Advisors LLC 535 -16,14 319 -20,25
2026-04-28 13F Ntv Asset Management Llc 2 128 -14,19 1 272 -18,26
2026-05-13 13F Mach-1 Financial Group, Inc. 877 -36,45 525 -39,49
2026-05-06 13F Juno Financial Group LLC 665 -15,50 397 -19,47
2026-04-21 13F Refined Wealth Management 1 530 -22,18 914 -25,87
2026-04-15 13F Milestone Asset Management, Llc 4 849 -71,45 2 898 -72,80
2026-05-05 13F Tortoise Investment Management, LLC 6 418 -3,62 3 835 -8,14
2026-05-11 13F Chilton Capital Management Llc 3 424 -1,64 2 046 -6,28
2026-05-05 13F Bank of New York Mellon Corp 269 580 -92,43 161 088 -92,78
2026-04-15 13F Activest Wealth Management 23 279 -2,72 13 911 -7,30
2026-05-13 13F Keystone Wealth Services, LLC 12 669 -1,75 7 570 -6,38
2026-05-15 13F Rothschild Capital Partners, LLC 1 028 -1,81 614 -6,40
2026-04-09 13F Secure Asset Management, LLC 29 209 -13,86 17 454 -17,93
2026-05-12 13F Tiaa Trust, National Association 132 217 -82,15 79 006 -82,99
2026-05-12 13F Prostatis Group LLC 1 434 -23,80 857 -27,37
2026-04-21 13F Ackerman Asset Management, LLC 1 138 -9,97 680 -14,14
2026-04-23 13F American National Bank 461 -6,11 275 -10,42
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 42 517 -9,34 25 406 -13,62
2026-04-22 13F Spirepoint Private Client, Llc 53 120 -24,49 31 742 -28,05
2026-04-22 13F Ariston Services Group 0 -100,00 5 693 -5,62
2026-04-13 13F Cypress Point Wealth Management, LLC 18 059 -1,76 10 791 -6,39
2026-01-08 13F Goodman Financial Corp 0 -100,00 0
2026-05-11 13F Chaney Capital Management, Inc. 610 -4,84 365 -9,45
2026-05-14 13F Bank of Marin 5 530 -3,25 3 304 -7,81
2026-04-17 13F Kennebec Savings Bank 415 -68,42 248 -70,02
2026-05-01 13F Bensler, LLC 3 343 -3,85 1 998 -8,39
2026-05-12 13F Colonial Trust Co / SC 1 262 -2,92 754 -7,48
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 7 126 -1,23 4 258 -5,88
2026-05-12 13F Disciplined Investments, LLC 0 -100,00 0
2026-01-08 13F Old Port Advisors 0 -100,00 0
2026-04-16 13F Ellsworth Advisors, LLC 839 -0,83 501 -6,88
2026-05-13 13F Prestige Wealth Management Group LLC 765 -2,30 457 -6,92
2026-05-29 13F/A Ramiah Investment Group 848 -0,12 278 -5,44
2026-05-01 13F Rossmore Private Capital 26 389 -0,10 15 769 -4,81
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 275 452 -85,19 164 596 -85,89
2026-05-04 13F Birinyi Associates Inc 7 199 -41,27 4 -42,86
2026-04-10 13F Revolve Wealth Partners, LLC 5 632 -14,30 3 366 -18,35
2026-04-23 13F Davidson Kahn Capital Management, LLC 29 556 -9,32 17 661 -13,59
2026-05-13 13F First Citizens Bank & Trust Co 47 612 -1,36 28 451 -6,01
2026-01-16 13F RedJay Asset Management Inc. 0 -100,00 0
2026-05-20 13F Hobbs Group Advisors, LLC 651 -2,98 389 -7,62
2026-05-28 13F Blue Fin Capital, Inc. 469 -0,85 281 -5,41
2026-04-08 13F Melone Private Wealth, LLC 2 123 -0,47 1 269 -5,16
2026-05-14 13F Venture Visionary Partners LLC 39 631 -0,33 23 682 -6,70
2026-05-07 13F University Of Chicago 50 493 -13,61 30 172 -17,69
2026-04-15 13F Hilltop Wealth Advisors, Llc 471 -1,26 281 -5,70
2026-04-23 13F Bell Bank 148 629 -0,31 88 813 -5,01
2026-04-15 13F Valley National Advisers Inc 495 -60,40 0
2026-04-29 13F ArborFi Advisors, LLC 1 414 -2,55 845 -7,15
2026-05-01 13F Silver Oak Advisory Group, Inc. 0 -100,00 0
2026-04-15 13F Trellis Wealth Advisors LLC 3 058 -46,88 1 827 -49,39
2026-05-15 13F Annandale Capital, LLC Put 0 -100,00 0 -100,00
2026-05-15 13F Fairfax Financial Holdings Ltd/ Can 0 -100,00 0
2026-05-18 13F Alexander Labrunerie & Co., Inc. 43 099 -0,43 25 754 -5,12
2026-04-24 13F Redwood Wealth Management Group, LLC 0 -100,00 0
2026-04-17 13F Boston Private Wealth Llc 30 338 -0,11 18 129 -4,82
2026-05-07 13F Basepoint Wealth LLC 42 -62,16 25 -64,29
2026-02-13 13F Charles Schwab Investment Management Inc 0 -100,00 0
2026-04-22 13F Clear Creek Financial Management, LLC 13 157 -13,20 7 862 -17,30
2026-05-12 13F Hager Investment Management Services, Llc 549 -1,26 328 -5,75
2026-04-21 13F Nabity-Jensen Investment Management Inc 604 -0,66 361 -5,25
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-04-21 13F Pallas Capital Advisors LLC 13 992 -14,15 8 361 -18,20
2026-02-11 13F Twin Tree Management, LP Put 0 -100,00 0 -100,00
2026-05-11 13F Cadinha & Co Llc 349 -2,79 209 -7,56
2026-05-04 13F MEMBERS Trust Co 43 346 -2,87 25 901 -7,45
2026-05-08 13F Burke & Herbert Bank & Trust Co 0 -100,00 0
2026-05-14 13F Empower Advisory Group, LLC 17 596 -6,29 10 515 -10,72
2026-05-07 13F Santori & Peters, Inc. 1 241 -1,04 742 -5,73
2026-04-29 13F Schmidt P J Investment Management Inc 658 -13,31 393 -17,26
2026-05-12 13F Stokes Family Office, LLC 13 083 -0,26 7 818 -4,97
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-22 13F Berry Wealth Group, LP 0 -100,00 0
2026-05-04 13F SJA Financial Advisory, LLC 1 451 -4,66 867 -9,22
2026-04-23 13F Accurate Wealth Management, LLC 5 745 -0,03 3 588 -2,18
2026-04-29 13F Brighton Securities Corp. 104 677 -1,37 62 550 -6,03
2026-05-15 13F Silvercrest Asset Management Group Llc 28 214 -8,33 16 859 -12,66
2026-05-07 13F Capital Performance Advisors Llp 3 502 -5,43 2 093 -9,87
2026-04-13 13F Shira Ridge Wealth Management 1 295 -0,84 774 -5,50
2026-01-23 13F Northwest Quadrant Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Markin Asset Management, LP 3 284 -34,85 1 962 -37,93
2026-05-05 13F NerdWallet Wealth Partners, LLC 8 276 -4,61 4 945 -8,73
2026-02-23 13F Virtu Financial LLC 0 -100,00 0
2026-04-28 13F Cordoba Advisory Partners LLC 22 629 -22,47 13 522 -26,13
2026-05-12 13F Stephenson & Company, Inc. 417 -2,11 249 -6,77
2026-04-30 13F Selective Wealth Management, Inc. 109 218 -8,00 71 454 -5,46
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 1 271 -13,54 760 -17,59
2026-05-07 13F Jefferies Financial Group Inc. 87 668 -33,30 52 386 -36,45
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-15 13F Talon Private Wealth, LLC 2 355 -47,15 1 407 -44,41
2026-04-24 13F RKL Wealth Management LLC 8 418 -1,57 5 030 -6,21
2026-04-07 13F SMI Advisory Services, LLC 993 -26,77 602 -30,68
2026-04-13 13F E Fund Management Co., Ltd. 0 -100,00 0
2026-05-15 13F Macquarie Group Ltd 520 000 -78,07 310 726 -79,10
2026-05-07 13F Grandfield & Dodd, Llc 3 211 -6,14 1 919 -10,58
2026-05-11 13F Plotkin Financial Advisors, LLC 1 802 -0,28 1 077 -5,03
2026-05-11 13F Oxford Wealth Group, LLC 6 055 -9,87 3 618 -14,15
2026-05-04 13F New Wave Wealth Advisors Llc 1 205 -53,31 720 -55,50
2026-06-01 13F Flagship Wealth Advisors, Llc 6 652 -36,62 3 779 -42,60
2026-05-12 13F CBIZ Investment Advisory Services, LLC 405 -25,82 242 -29,53
2026-05-11 13F Brooklyn FI, LLC 54 051 -4,38 32 298 -8,89
2026-05-12 13F Reyes Financial Architecture, Inc. 1 219 -7,23 728 -11,65
2026-04-16 13F Quotient Wealth Partners, LLC 33 499 -0,78 20 017 -5,46
2026-05-07 13F MidAtlantic Capital Management, Inc. 821 -14,03 491 -18,06
2026-05-14 13F Retirement Capital Strategies 23 681 -1,28 14 151 -5,93
2026-04-22 13F Financial Futures Ltd Liability Co. 1 819 -3,55 1 087 -8,20
2026-04-17 13F Andina Capital Management, LLC 659 -0,30 394 -4,83
2026-01-23 13F Natural Investments, Llc 0 -100,00 0
2026-05-01 13F Compass Financial Services Inc 1 767 -18,91 1 056 -22,69
2026-04-23 13F Etesian Wealth Advisors, Inc. 7 388 -6,85 4 415 -11,24
2026-04-15 13F WESPAC Advisors SoCal, LLC 368 -51,52 220 -53,68
2026-04-28 13F Integrated Advisors Network LLC 44 224 -14,38 26 426 -18,42
2026-05-08 13F Power Alpha Investment Ltd 66 600 -30,48 39 797 -33,76
2026-05-06 13F Astra Wealth Partners LLC 5 770 -10,78 3 448 -14,99
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 4 373 -11,39 2 613 -15,58
2026-05-15 13F London & Capital Asset Management Ltd 7 886 -59,07 4 713 -60,99
2026-05-13 13F Trajan Wealth LLC 338 912 -2,13 202 517 -6,75
2026-04-21 13F Cfm Wealth Partners Llc 8 438 -0,42 5 042 -5,14
2026-05-11 13F F/M Investments LLC 2 833 -15,53 1 693 -19,54
2026-04-24 13F Twin City Private Wealth, Llc 1 605 -0,43 959 -5,15
2026-05-11 13F Beacon Capital Management, LLC 7 034 -11,79 4 203 -15,94
2026-05-15 13F Strategic Advocates LLC 57 -52,89 34 -55,26
2026-04-22 13F Caldwell Trust Co 36 690 -1,61 21 924 -6,25
2026-04-21 13F Capital Investment Counsel, Inc 215 -8,51 128 -12,93
2026-05-15 13F Imprint Wealth LLC 418 -79,25 250 -80,29
2026-04-24 13F Heritage Investors Management Corp 7 308 -3,79 4 0,00
2026-05-15 13F Alpine Global Management, LLC 0 -100,00 0
2026-04-17 13F Baker Ellis Asset Management LLC 28 604 -3,53 17 092 -8,08
2026-05-06 13F ProVise Management Group, LLC 702 -0,14 420 -4,77
2026-05-08 13F Vontobel Holding Ltd. 1 033 -12,61 617 -16,73
2026-01-29 13F IMC-Chicago, LLC 0 -100,00 0
2026-04-20 13F Emprise Bank 1 286 -0,16 768 -4,83
2026-04-15 13F Guardian Financial Partners, LLC 27 634 -5,09 16 512 -9,57
2026-05-07 13F Liberty Square Wealth Partners Llc 45 204 -7,73 27 012 -12,09
2026-05-07 13F Principle Wealth Partners Llc 5 834 -0,32 3 486 -5,04
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 21 143 -3,98 12 634 -8,51
2026-05-08 13F Gen-Wealth Partners Inc 512 -12,63 306 -16,62
2026-04-28 13F Hardy Reed LLC 277 678 -1,23 165 927 -5,89
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 28 512 -2,51 17 037 -7,10
2026-05-14 13F We Are One Seven, LLC Put 0 -100,00 0 -100,00
2026-04-29 13F WealthPLAN Partners, LLC 413 -54,21 247 -56,28
2026-01-20 13F Corundum Trust Company, INC 0 -100,00 0
2026-04-20 13F Tower View Investment Management & Research LLC 1 196 -0,25 715 -4,93
2026-05-13 13F Scotia Capital Inc. 144 765 -10,92 86 504 -15,12
2026-04-27 13F Colonial River Wealth Management, LLC 808 -9,52 483 -13,93
2026-05-07 13F Perissos Private Wealth Management, LLC 635 -75,84 379 -77,00
2026-04-20 13F LS Investment Advisors, LLC 16 490 -12,23 9 854 -16,37
2026-05-13 13F Valued Retirements, Inc. 8 582 -1,12 5 128 -5,77
2026-05-11 13F Per Stirling Capital Management, LLC. 12 895 -40,86 7 705 -43,65
2026-04-24 13F Swmg, Llc 0 -100,00 0
2026-05-14 13F Potomac Fund Management Inc /adv 0 -100,00 0
2026-05-15 13F/A Tudor Financial Inc. 14 980 -0,77 8 952 -5,45
2026-04-21 13F Armbruster Capital Management, Inc. 9 818 -6,70 5 867 -11,11
2026-01-09 13F Lwm Advisors Inc 0 -100,00 0
2026-05-12 13F Wayfinding Financial, LLC 656 -26,29 0
2026-04-21 13F First United Bank Trust/ 18 510 -10,38 11 061 -14,61
2026-05-19 13F Paragon Private Wealth Management, LLC 3 214 -49,79 1 921 -52,16
2026-04-13 13F Cyndeo Wealth Partners, LLC 2 682 -46,94 1 603 -49,45
2026-05-05 13F SFI Advisors, LLC 0 -100,00 0 -100,00
2026-04-13 13F Woodside Wealth Management LLC 49 427 -4,55 29 535 -9,05
2026-04-16 13F Phillips Financial Management, Llc 61 107 -10,82 36 514 -15,03
2026-04-09 13F TrueWealth Advisors, LLC 745 -1,19 445 -5,93
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 937 -60,23 560 -62,15
2026-04-13 13F Ayrshire Capital Management LLC 556 -11,89 332 -15,95
2026-01-21 13F NovaPoint Capital, LLC 0 -100,00 0
2026-04-24 13F Reality Financial Planning Services, LLC 5 345 -0,58 3 194 -5,28
2026-05-15 13F Wealth Preservation Advisors, LLC 422 -1,40 252 -5,97
2026-05-12 13F Porter White Investment Advisors, Inc. 1 404 -0,21 839 -4,88
2026-05-13 13F Mainsail Asset Management, Llc 366 -23,91 219 -27,57
2026-04-13 13F Stockman Wealth Management, Inc. 2 414 -27,35 1 442 -30,77
2026-04-30 13F Verdence Capital Advisors LLC 38 317 -3,31 22 896 -7,87
2026-04-23 13F Ellenbecker Investment Group 634 -3,79 379 -8,23
2026-04-13 13F Amplius Wealth Advisors, LLC 791 -0,13 473 -4,84
2026-04-13 13F Lake Street Financial Llc 8 634 -46,19 5 157 -48,76
2026-05-05 13F Varma Mutual Pension Insurance Co 0 -100,00 0
2026-04-07 13F Fragasso Group Inc. 92 418 -1,38 55 975 -4,75
2026-05-04 13F Savant Capital, LLC 242 136 -5,85 144 689 -10,29
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 3 192 -4,03 1 907 -8,54
2026-04-29 13F Navalign, LLC 1 009 -1,18 603 -5,78
2026-05-04 13F TFR Capital, LLC. 3 242 -4,31 1 937 -8,80
2026-05-07 13F Grandview Asset Management LLC 692 -6,11 414 -10,61
2026-04-20 13F Wall Capital Group, Inc. 429 -32,12 256 -35,35
2026-04-20 13F Fairvoy Private Wealth, LLC 1 514 -4,36 905 -8,87
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 3 776 -25,08 2 256 -28,61
2026-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2026-05-11 13F Optimist Retirement Group LLC 4 395 -1,79 2 626 -6,41
2026-05-07 13F Clark Financial Services Group Inc /bd 34 697 -9,01 20 734 -14,03
2026-02-06 13F New Millennium Group LLC 1 765 -3,76 1 107 -1,42
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 1 696 -2,75 1 014 -7,40
2026-05-13 13F Douglass Winthrop Advisors, LLC 9 913 -6,38 5 924 -10,78
2026-04-07 13F Stonekeep Investments, LLC 3 091 -0,87 1 847 184 500,00
2026-05-14 13F Vident Advisory, LLC 49 494 -23,58 29 575 -27,19
2026-04-16 13F Envision Financial LLC 39 011 -1,45 23 311 -6,10
2026-04-09 13F Noble Family Wealth, LLC 0 -100,00 0
2026-04-29 13F First Interstate Bank 5 832 -2,00 3 485 -6,65
2026-02-10 13F Nvest Financial, LLC 0 -100,00 0 -100,00
2026-04-28 13F Whittier Trust Co 11 917 -2,35 7 218 -7,05
2026-05-04 13F Greenspring Advisors, LLC 6 856 -7,70 4 097 -12,07
2026-05-14 13F Atomi Financial Group, Inc. 28 089 -66,74 16 784 -68,31
2026-05-06 13F Bessemer Group Inc 688 987 -4,90 412 -9,47
2026-04-30 13F Teacher Retirement System Of Texas 846 831 -87,20 506 024 -87,80
2026-05-13 13F Headlands Technologies LLC 15 025 -82,96 8 978 -83,76
2026-05-15 13F Navis Wealth Advisors, LLC 16 719 -0,05 9 991 -4,77
2026-05-13 13F Hikari Tsushin, Inc. 45 415 -21,37 27 138 -25,08
2026-04-21 13F Northern Lights Advisors, Inc. 1 159 -1,11 693 -5,85
2026-05-15 13F Legacy Capital Wealth Partners, LLC 11 151 -2,98 6 663 -7,55
2026-05-11 13F Sage Mountain Advisors LLC 81 746 -1,32 48 847 -5,97
2026-05-15 13F/A Spears Abacus Advisors LLC 19 125 -6,33 11 428 -10,75
2026-04-20 13F City State Bank 2 655 -0,08 1 586 -4,80
2026-05-07 13F Harbor Advisory Corp /ma/ 32 471 -5,79 19 403 -10,23
2026-05-01 13F SoundView Advisors Inc. 113 045 -3,34 68 -8,22
2026-05-11 13F Legacy Edge Advisors, LLC 7 771 -2,37 4 643 -6,99
2026-04-21 13F Crown Wealth Group, LLC 1 865 -15,00 1 114 -18,98
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 908 -0,11 543 -4,91
2026-05-06 13F Precision Wealth Strategies, LLC 48 891 -11,66 29 215 -15,82
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-23 13F Brown Miller Wealth Management, LLC 405 -14,01 242 -18,31
2026-05-06 13F WealthTrust Asset Management, LLC 0 -100,00 0
2026-05-01 13F Oakwell Private Wealth Management, LLC 2 044 -0,78 1 221 -5,42
2026-05-07 13F Virtue Capital Management, LLC 32 755 -12,20 19 029 -18,82
2026-05-05 13F LOM Asset Management Ltd 12 997 -0,49 7 766 -5,18
2026-04-01 13F BancFirst Trust & Investment Management 17 857 -1,55 10 374 -9,47
2026-05-07 13F Element Pointe Advisors, Llc 11 911 -20,40 7 117 -24,16
2026-04-16 13F Thompson Davis & Co., Inc. 4 267 -30,54 2 550 -33,83
2026-05-08 13F Mystic Asset Management, Inc. 2 207 -1,12 1 319 -5,79
2026-05-08 13F SYM FINANCIAL Corp 1 131 -2,75 676 -7,41
2026-05-15 13F Inspire Advisors, LLC 1 194 -0,58 713 -5,31
2026-05-14 13F Bank Of Nova Scotia 15 183 -5,92 9 073 -10,33
2026-05-12 13F Red Reef Advisors Llc 459 -0,22 274 -4,86
2026-04-14 13F Westend Capital Management LLC 102 -53,21 61 -55,88
2026-05-01 13F DMKC Advisory Services, LLC 14 783 -14,30 8 833 -18,34
2026-04-13 13F Highland Capital Management, Llc 6 022 -1,44 3 598 -6,08
2026-04-30 13F Conning Inc. 31 492 -1,24 18 818 -5,90
2026-05-14 13F Wealth Alliance 2 635 -38,52 1 574 -41,44
2026-04-01 13F Adelphi Trust Co 812 -68,59 485 -70,08
2026-05-11 13F/A Accent Capital Management, LLC 14 054 -0,59 8 398 -5,29
2026-04-03 13F Global Wealth Strategies & Associates 204 711 -17,70 122 325 -21,59
2026-04-23 13F Caliber Wealth Management, LLC / KS 35 189 -4,58 21 027 -9,08
2026-05-11 13F Evermay Wealth Management Llc 118 344 -2,06 70 717 -6,68
2026-02-17 13F Amussen Hunsaker Associates Llc Put 0 -100,00 0
2026-05-15 13F Toronto Dominion Bank 30 968 -5,31 18 531 -9,58
2026-04-21 13F Encompass Wealth Advisors, Llc 0 -100,00 0
2026-04-24 13F Bayban 409 -50,00 244 -52,34
2026-04-10 13F Harpswell Capital Advisors, LLC 521 -1,70 311 -6,33
2026-05-06 13F Great Lakes Retirement, Inc. 2 013 -12,36 1 203 -16,46
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 3 306 -6,82 2 190 -1,57
2026-04-23 13F Ironwood Wealth Management, LLC. 287 -18,47 171 -22,27
2026-03-12 13F Nalls Sherbakoff Group, Llc 655 -21,65 411 12,33
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-04-29 13F W Advisors, Llc 504 -4,55 302 -9,06
2026-04-14 13F SNS Financial Group, LLC 1 294 -4,99 773 -9,48
2026-05-08 13F LaSalle St. Investment Advisors, LLC 12 516 -6,18 7 479 93 387,50
2026-05-15 13F XTX Topco Ltd 3 240 -60,23 1 936 -62,10
2026-04-17 13F Harbour Wealth Management Group, Inc. 407 -34,14 243 -37,21
2026-01-14 13F Nova R Wealth, Inc. 0 -100,00 0
2026-04-06 13F Private Client Services, Llc 4 482 -3,30 2 678 -7,85
2026-02-10 13F Blue Barn Wealth, LLC 416 -38,37 261 -36,80
2026-02-09 13F Client First Investment Management LLC 0 -100,00 0
2026-05-13 13F Tandem Investment Partners LLC 1 892 -1,82 1 131 -6,46
2026-02-04 13F AIFG Consultants Ltd. 1 923 -7,50 1 206 -5,34
2026-04-28 13F Whittier Trust Co Of Nevada Inc 46 724 -0,04 28 299 -4,84
2026-04-21 13F Pacific Park Financial, Inc. 4 699 -21,41 2 808 -25,13
2026-04-10 13F Melfa Wealth Management, Llc 0 -100,00 0 -100,00
2026-05-12 13F First Western Trust Bank 225 569 -4,44 134 789 -8,94
2026-05-06 13F Diversified Portfolios, Inc. 4 018 -2,40 2 401 -7,01
2026-05-13 13F Southeast Asset Advisors Inc. 44 467 -1,14 26 571 -5,81
2026-04-21 13F Poehling Capital Management, LLC 955 -1,44 571 -6,10
2026-05-07 13F Madison Asset Management, LLC 5 442 -24,03 3 252 -27,63
2026-05-15 13F North Berkeley Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Grove Street Fiduciary, LLC 382 -25,24 228 -28,75
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 5 265 -4,03 3 146 -8,55
2026-05-12 13F Awm Capital, Llc 2 755 -0,40 1 646 -5,13
2026-05-01 13F R. W. Roge & Company, Inc. 54 326 -0,05 32 -5,88
2026-04-23 13F Prosperity Advisers, LLC 5 219 -3,42 3 119 -8,00
2026-05-13 13F Hudock, Inc. 13 123 -8,29 7 842 -12,63
2026-05-13 13F J Hagan Capital, Inc. 3 605 -12,52 2 154 -16,64
2026-05-14 13F Dodge & Cox 0 -100,00 0
2026-05-14 13F Boreal Capital Management LLC 5 303 -3,11 3 169 -7,69
2026-04-24 13F Financial Plan, Inc. 627 -8,60 375 -13,02
2026-04-28 13F Retirement Financial Solutions, Llc 3 198 -4,34 1 911 -8,87
2026-04-23 13F Laurel Wealth Planning LLC 24 646 -0,02 14 727 -4,74
2026-02-12 13F Custom Index Systems, Llc 0 -100,00 0
2026-05-21 13F JDM Financial Group LLC 300 823 -23,77 17 952 -7,56
2026-04-06 13F Versant Capital Management, Inc 2 220 -27,26 1 326 -30,68
2026-04-29 13F Sunrise Financial Services, LLC 439 -27,80 262 -31,23
2026-05-15 13F Verition Fund Management LLC 0 -100,00 0
2026-04-23 13F WMG Financial Advisors, LLC 478 -6,82 286 -11,21
2026-05-08 13F Align Financial, LLC 3 130 -99,84 1 870 -5,36
2026-05-07 13F Francis Financial, Inc. 125 749 -0,25 75 141 -4,95
2026-04-22 13F Hoese & Co LLP 7 308 -11,53 4 367 -15,71
2026-04-21 13F Maltin Wealth Management, Inc. 439 -14,59 262 -18,63
2026-05-07 13F Wells Financial Advisors INC 0 -100,00 0
2026-05-04 13F First Foundation Advisors 2 425 -10,48 1 449 -14,66
2026-05-15 13F Royal Bank Of Canada 6 218 552 -70,88 3 715 897 -72,26
2026-04-30 13F Legacy Financial Advisors, Inc. 826 -0,72 494 -5,37
2026-02-17 13F Running Point Capital Advisors, LLC 26 795 -12,59 16 804 -10,49
2026-04-22 13F Peak Planning Group, LLC 3 540 -0,08 2 115 -4,77
2026-05-07 13F Momentum Wealth Planning, LLC 0 -100,00 0
2026-04-28 13F Oxler Private Wealth LLC 63 175 -0,38 37 750 -5,08
2026-04-08 13F Miracle Mile Advisors, LLC 130 673 -12,51 78 084 -16,64
2026-05-08 13F Payne Capital Management, LLC 1 002 -10,13 599 -14,45
2026-05-14 13F Plum Street Advisors, LLC 1 169 -36,43 699 -39,46
2026-04-22 13F HMS Capital Management, LLC 2 785 -1,17 1 664 -5,83
2026-05-01 13F BKD Wealth Advisors, LLC 223 124 -5,46 133 328 -9,92
2026-05-11 13F Sherwood Financial Partners, LLC 1 658 -4,49 991 -9,01
2026-05-06 13F Hurley Capital, LLC 15 137 -0,72 9 045 -5,42
2026-04-21 13F Keystone Financial Services, LLC 2 425 -0,61 1 449 -5,36
2026-05-11 13F Adapt Wealth Advisors, Llc 6 544 -1,45 3 910 -6,10
2026-05-08 13F Fund Evaluation Group, LLC 210 356 -0,06 125 698 -4,77
2026-05-13 13F Garden State Investment Advisory Services LLC 2 428 -1,62 1 454 -6,19
2026-05-06 13F VSM Wealth Advisory, LLC 6 713 -0,40 4 011 -5,09
2026-04-24 13F Washington Capital Management Inc 1 516 -3,19 906 -7,84
2026-04-28 13F SeaBridge Investment Advisors LLC 4 428 -6,25 2 646 -10,67
2026-05-08 13F Investure, LLC 1 546 858 -14,30 924 325 -18,34
2026-05-15 13F Tudor Investment Corp Et Al Call 0 -100,00 0 -100,00
2026-05-19 13F McIlrath & Eck, LLC 1 393 -3,80 833 -8,37
2026-04-29 13F Tilson Financial Group, Inc. 0 -100,00 0
2026-01-20 13F eCIO, Inc. 0 -100,00 0
2026-04-08 13F High Point Wealth Management, LLC 581 -5,68 347 -10,10
2026-05-15 13F Hamilton Capital, LLC 854 -54,50 510 -56,63
2026-04-09 13F Tilia Fiduciary Partners, Inc. 3 783 -0,13 2 261 -4,84
2026-05-05 13F Signet Financial Management, Llc 1 540 -5,23 920 -9,72
2026-05-06 13F LPL Financial LLC 6 401 368 -6,06 3 825 137 -10,49
2026-05-08 13F Legal & General Group Plc 205 -52,33 123 -54,65
2026-04-08 13F Canandaigua National Trust Co of Florida 458 -28,33 274 -31,75
2026-04-21 13F Carl Stuart Investment Advisor, Inc 41 021 -0,55 24 512 -5,24
2026-05-07 13F Symphony Financial Services, Inc. 1 450 -1,36 866 -5,97
2026-04-21 13F Argo Wealth Advisory, LLC 3 485 -37,35 2 083 -40,31
2026-04-29 13F Burney Co/ 31 166 -3,71 18 623 -8,25
2026-05-13 13F Galilei Investment Office LLP 71 049 -2,54 42 456 -5,65
2026-05-04 13F RAM Investment Partners, LLC 1 866 -0,74 1 115 -5,35
2026-05-08 13F Equity Wealth Partners, LLC 3 490 -4,83 2 086 -9,31
2026-04-22 13F Apollon Wealth Management, LLC 180 299 -3,51 107 738 -8,06
2026-05-04 13F Fagan Associates, Inc. 604 -3,51 361 -8,16
2026-05-06 13F Fiduciary Wealth Partners, LLC 81 990 -31,89 48 993 -35,10
2026-05-14 13F Harvest Investment Services, LLC 465 -17,99 278 -21,69
2026-04-15 13F marrick wealth, LLC 1 664 -12,14 994 -16,33
2026-04-15 13F Pullen Investment Management, LLC 18 819 -0,01 11 245 -4,73
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 898 -12,48 537 -16,64
2026-05-15 13F Delaware Management Holdings, Inc. 516 226 -30,37 308 471 -33,66
2026-04-21 13F Gutierrez Wealth Advisory, LLC 27 657 -2,06 16 527 -6,69
2026-02-26 13F Ssa Swiss Advisors Ag 5 825 -2,82 3 654 -0,22
2026-05-14 13F Seven Springs Wealth Group, LLC 0 -100,00 0
2026-04-06 13F InTrack Investment Management Inc 4 792 -10,21 2 863 -14,44
2026-02-06 13F Drystone LLC 0 -100,00 0
2026-04-17 13F Monticello Wealth Management, Llc 11 348 -0,21 6 781 -4,92
2026-04-27 13F Canal Capital Management, LLC 13 217 -1,91 7 898 -6,52
2026-04-14 13F HighRoad Wealth Advisors, LLC 51 319 -3,62 30 666 -8,17
2026-04-28 13F Private Wealth Partners, LLC 2 547 -0,62 1 522 -5,35
2026-05-15 13F Wellspring Financial Advisors, LLC 350 676 -3,61 10 607 -9,13
2026-05-01 13F Johnson Investment Counsel Inc 71 835 -1,78 42 925 -6,42
2026-05-15 13F Zurich Insurance Group Ltd/FI 39 299 -4,41 23 489 -9,12
2026-05-15 13F Windsor Advisory Group, LLC 3 -96,00 2 -97,87
2026-02-02 13F Heritage Financial Services, LLC 3 828 -11,49 2 401 -9,37
2026-05-14 13F Clg Llc 1 689 -1,34 1 009 -5,96
2026-04-15 13F Northbridge Financial Group, Llc 642 -2,13 405 -1,70
2026-04-16 13F Montecito Bank & Trust 13 972 -2,31 8 349 -6,92
2026-04-17 13F Riverbridge Partners Llc 0 -100,00 0 -100,00
2026-05-20 13F RMR Capital Management, LLC 387 -2,27 232 -6,85
2026-04-13 13F Moody Lynn & Lieberson, Llc 1 492 -0,93 892 -5,61
2026-02-11 13F Vaughan David Investments Inc/il 0 -100,00 0
2026-04-22 13F Traveka Wealth, LLC 15 052 -3,75 8 995 -8,29
2026-04-21 13F Patton Albertson Miller Group, Llc 6 106 -5,51 3 649 -9,97
2026-05-14 13F Sandhill Capital Partners LLC 4 025 -0,76 2 405 -5,43
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 0 -100,00 0 -100,00
2026-05-15 13F MGO Private Wealth, LLC 8 444 -85,77 5 046 -86,44
2026-05-06 13F Legacy Wealth Advisors, LLC 3 469 -27,23 2 073 -30,68
2026-04-27 13F Investors Asset Management Of Georgia Inc /ga/ /adv 2 390 -2,96 1 428 -7,51
2026-04-23 13F North Star Investment Management Corp. 44 431 -0,63 26 550 -5,23
2026-04-27 13F Pachira Investments Inc. 20 454 -5,22 12 222 -9,69
2026-04-22 13F McLean Asset Management Corp 936 -7,42 559 -12,93
2026-05-20 13F SOA Wealth Advisors, LLC. 50 012 -5,74 29 885 -10,18
2026-05-04 13F Retirement Planning Group 488 714 -5,79 292 031 -10,23
2026-05-13 13F Kingdom Financial Group LLC. 14 971 -2,60 8 946 -7,19
2026-04-28 13F Fortune 45 LLC 128 772 -3,34 76 948 -8,07
2026-05-08 13F Buckhead Capital Management Llc 1 143 -2,39 683 -7,08
2026-05-13 13F Forum Private Client Group LLC 1 448 -2,62 865 -7,19
2026-04-20 13F Watchman Group, Inc. 1 391 -1,70 831 -6,31
2026-05-05 13F Rockport Wealth LLC 553 -0,18 330 -4,90
2026-05-15 13F Larson Financial Group LLC 102 817 -11,20 61 438 -15,39
2026-04-28 13F RW Investment Management LLC 12 516 -13,64 7 479 -15,74
2026-01-28 13F Deane Retirement Strategies, Inc. 0 -100,00 0 -100,00
2026-05-13 13F Fusion Capital, LLC 0 -100,00 0
2026-03-26 13F/A Peak6 Llc Put 0 -100,00 0
2026-05-12 13F WESCAP Management Group, Inc. 2 919 -21,55 1 745 -25,25
2026-03-26 13F/A Peak6 Llc 0 -100,00 0
2026-05-15 13F Mars Jewett Financial Group, Inc. 0 -100,00 0
2026-06-01 13F Integrated Investment Consultants, LLC 6 164 -26,80 3 683 -30,26
2026-04-21 13F Old Second National Bank Of Aurora 1 239 -0,32 740 -5,01
2026-05-11 13F CAPROCK Group, Inc. 191 896 -4,98 114 668 -9,46
2026-04-29 13F Golden Road Advisors Llc 19 409 -1,13 11 598 -5,80
2026-04-08 13F Ptm Wealth Management, Llc 3 886 -0,82 2 354 -5,01
2026-04-17 13F Arkfeld Wealth Strategies, L.L.C. 2 725 -2,26 1 753 -0,85
2026-05-04 13F Ktf Investments, Llc 650 -17,83 388 -21,77
2026-04-06 13F Baring Financial LLC 4 863 -1,26 2 906 -5,89
2026-04-30 13F Left Brain Wealth Management, LLC 0 -100,00 0 -100,00
2026-01-14 13F BFI Infinity Ltd. Put 0 -100,00 0 -100,00
2026-03-12 13F Farmers National Bank 2 132 -0,28 1 337 2,14
2026-04-17 13F Vermillion Wealth Management, Inc. 5 845 -2,32 3 493 -6,93
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-13 13F NewEdge Wealth, LLC 198 432 -8,59 118 573 -12,91
2026-05-07 13F Lyell Wealth Management, Lp 11 597 -0,93 6 930 -5,60
2026-04-27 13F Moneywise, Inc. 0 -100,00 0
2026-05-05 13F CapWealth Advisors, LLC 1 984 -6,81 1 186 -11,24
2026-05-11 13F Kestra Investment Management, LLC 8 597 -3,83 5 137 -8,37
2026-05-07 13F Banta Asset Management Lp 40 947 -2,82 24 468 -7,41
2026-04-03 13F Ridgewood Investments LLC 6 868 -12,06 4 104 -8,42
2026-04-08 13F Inspirion Wealth Advisors, Llc 2 593 -10,28 1 549 -14,51
2026-05-07 13F Welch Capital Partners Llc/ny 342 077 -3,70 204 -8,11
2026-04-21 13F Everpar Advisors Llc 0 -100,00 0
2026-04-22 13F Burrus Financial Services, Inc. 0 -100,00 0 -100,00
2026-05-14 13F Solstein Capital, LLC 3 062 -66,70 1 830 -68,28
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-04-20 13F Tanager Wealth Management LLP 12 711 -12,63 7 595 -16,76
2026-04-07 13F Legacy Private Trust Co. 19 092 -0,28 11 408 -4,98
2026-04-24 13F TSG Advice Partners, LLC 114 619 -70,99 68 490 -72,36
2026-04-21 13F Wedbush Securities Inc 600 451 -3,15 359 -7,73
2026-05-14 13F Missouri Trust & Investment Co 1 025 -1,35 612 -5,99
2026-04-22 13F Asset Allocation Strategies LLC 2 394 -7,25 1 431 -11,62
2026-04-08 13F Pines Wealth Management, LLC 600 -16,08 359 -20,09
2026-05-11 13F ICW Investment Advisors LLC 8 474 -7,30 5 064 -11,67
2026-05-05 13F Delta Financial Advisors Llc 0 -100,00 0
2026-05-12 13F Goodwin Investment Advisory 5 118 -5,87 3 058 -10,30
2026-04-20 13F Fonville Wealth Management LLC 15 142 -5,87 9 048 -10,32
2026-04-13 13F ONE Advisory Partners, LLC 365 -5,68 218 -9,92
2026-05-18 13F Edgestream Partners, L.P. 6 916 -75,62 4 133 -76,77
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-05-14 13F Cwm, Llc 214 486 -2,84 128 166 92 773,91
2026-05-08 13F Suncoast Equity Management 636 -15,76 380 -19,66
2026-05-14 13F Dempze Nancy E 390 -14,66 233 -18,53
2026-05-06 13F TopTier Wealth Management, LLC 513 -28,05 307 -31,54
2026-04-14 13F Northwest Wealth Management, Llc 3 130 -0,79 1 870 -5,46
2026-05-13 13F Bank Of Montreal /can/ 1 349 585 -9,33 806 444 -13,60
2026-02-13 13F Barclays Plc 55 447 -87,50 34 772 -87,20
2026-04-20 13F Golden Reserve Retirement LLC 687 -64,79 411 -66,48
2026-04-28 13F Marietta Investment Partners Llc 789 -7,72 471 -12,13
2026-05-06 13F Centennial Bank/AR/ 200 -10,71 120 -15,00
2026-05-05 13F Williams Jones Wealth Management, LLC. 51 510 -4,08 30 780 -8,60
2026-02-13 13F Morton Community Bank 0 -100,00 0
2026-05-14 13F Van Hulzen Asset Management, LLC 1 668 -12,07 997 -16,23
2026-04-07 13F Carolina Wealth Advisors, LLC 513 -0,19 307 -4,97
2026-05-08 13F Darden Wealth Group Inc 452 -61,60 270 -63,41
2026-04-14 13F SigFig Wealth Management, LLC 64 753 -2,89 38 693 -7,47
2026-05-15 13F Aberdeen Wealth Management LLC 7 -70,83 4 -73,33
2026-05-07 13F Washington Trust Bank 3 043 -6,43 1 818 -10,84
2026-06-01 13F Concorde Asset Management, LLC 1 095 -14,85 654 -18,86
2026-04-14 13F Wealthcare Advisory Partners LLC 102 314 -31,49 61 138 -34,72
2026-05-14 13F Modern Wealth Management, LLC 44 265 -27,29 26 661 -30,17
2026-04-24 13F Patten Group, Inc. 670 -4,01 400 -8,47
2026-04-22 13F Tepp RIA, LLC 609 -23,01 364 -26,81
2026-05-14 13F/A Empirical Finance, LLC 1 693 -97,58 1 012 -95,37
2026-05-05 13F Newbridge Financial Services Group, Inc. 944 -10,10 564 -14,44
2026-04-22 13F Oak Harvest Investment Services 71 151 -3,20 42 517 -7,76
2026-05-15 13F Shufro Rose & Co Llc 42 177 -0,17 25 203 -4,88
2026-05-01 13F Valmark Advisers, Inc. 501 676 -13,43 299 777 -17,51
2026-05-15 13F DT Investment Partners, LLC 6 212 -0,58 3 712 -5,28
2026-05-07 13F Ironwood Investment Counsel, LLC 5 821 -6,26 3 479 -10,68
2026-04-17 13F Bell Investment Advisors, Inc 4 065 -0,20 2 429 -4,89
2026-05-06 13F M. Kulyk & Associates, LLC 0 -100,00 0
2026-04-15 13F Define Financial, Llc 795 -5,92 475 -10,21
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F K2 Principal Fund, L.p. Call 5 000 -20,63 2 988 -24,38
2026-05-05 13F Cherry Tree Wealth Management, LLC 5 461 -1,32 3 263 -5,97
2026-04-21 13F J.E. Simmons & Co., P.C. 512 -1,54 306 -6,44
2026-05-13 13F First Trust Advisors Lp 9 510 -14,45 5 683 -18,49
2026-05-08 13F Fortis Group Advisors, LLC 590 -71,93 375 -71,99
2026-05-01 13F Evolution Advisers, Inc. 2 495 -0,12 1 0,00
2026-04-23 13F Woodward Diversified Capital, Llc 750 -2,09 490 1,88
2026-04-07 13F Myecfo, Llc 4 620 -5,42 2 761 -9,89
2026-05-14 13F Aldebaran Financial Inc. 0 -100,00 0
2026-05-15 13F Kinloch Capital, LLC 5 365 -39,73 3 206 -42,58
2026-04-21 13F Cypress Capital Advisors, LLC 395 -11,24 236 -15,41
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 80 412 -1,22 48 050 -5,88
2026-04-28 13F Encompass More Asset Management 592 -16,03 354 -19,91
2026-05-04 13F Legacy Financial Group LLC 6 407 -8,93 3 828 -13,74
2026-04-07 13F InvesTrust 0 -100,00 0
2026-05-04 13F Gleason Group, Inc. 354 998 -1,55 212 129 -6,19
2026-05-07 13F Resolute Advisors LLC 79 566 -4,11 47 545 -8,64
2026-05-07 13F Continuum Wealth Advisors, Llc 2 280 -87,40 1 362 -87,99
2026-02-12 13F Commonwealth Equity Services, Llc 1 347 386 -0,73 844 986 101 583,03
2026-04-09 13F PFS Partners, LLC 144 -25,39 86 -29,75
2026-04-08 13F Northstar Advisory Group, LLC 2 682 -17,88 1 603 -21,78
2026-05-14 13F JustInvest LLC 11 945 -8,14 7 138 -12,48
2026-04-21 13F Aurdan Capital Management, LLC 524 -8,39 313 -12,85
2026-05-08 13F Virtus Wealth Solutions LLC 3 975 -0,60 2 376 -5,27
2026-04-29 13F/A Salem Investment Counselors Inc 11 600 -1,39 6 932 -6,05
2026-04-21 13F OneAscent Wealth Management LLC 2 453 -9,42 1 466 -13,66
2026-05-12 13F Fairfield, Bush & Co. 470 -2,08 281 -6,98
2026-05-04 13F Nadler Financial Group, Inc. 99 725 -2,24 59 591 -6,85
2026-04-07 13F Howard Financial Services, Ltd. 944 -4,07 564 -8,75
2026-05-15 13F Parvin Asset Management, LLC 0 -100,00 0
2026-04-23 13F Daviman Financial, LLC 2 430 -0,16 1 452 -4,91
2026-04-16 13F Asset Advisors Investment Management, LLC 3 185 -0,25 1 903 -4,95
2026-05-15 13F SIMA Wealth Partners, LLC 98 -9,26 59 -13,43
2026-04-23 13F Fortune Financial Group, Inc. 974 -88,68 582 11 520,00
2026-05-13 13F Adviser Investments LLC 78 354 -9,91 46 820 -14,15
2026-05-15 13F Second Line Capital, LLC 3 384 -18,04 2 235 -13,67
2026-04-13 13F Accelerate Investment Advisors LLC 2 195 -1,26 1 312 -5,89
2026-05-11 13F Meridian Wealth Advisors, LLC 26 772 -10,64 15 998 -14,86
2026-05-15 13F Beck Capital Management, Llc 891 -40,00 533 -42,86
2026-04-29 13F Saxon Interests, Inc. 9 482 -2,16 5 666 -6,78
2026-04-20 13F Peoples Financial Services Corp. 1 778 -0,78 1 062 -5,43
2026-05-15 13F Victory Capital Management Inc 13 420 -22,64 8 020 -26,28
2026-05-29 13F Asset Dedication, LLC 9 310 -6,07 5 563 -10,51
2026-04-15 13F Merit Financial Group, LLC 274 941 -2,52 164 291 -7,12
2026-05-14 13F Apriem Advisors 2 920 -2,93 1 745 -7,53
2026-05-15 13F Kcm Investment Advisors Llc 2 281 -10,51 1 363 -14,77
2026-05-04 13F Rps Advisory Solutions Llc 1 173 -30,92 701 -34,18
2026-04-30 13F Private Trust Co Na 17 738 -3,17 10 600 -7,73
2026-04-08 13F Mma Asset Management Llc 822 -2,49 491 -7,01
2026-02-13 13F Aviso Financial Inc. 0 -100,00 0
2026-05-06 13F Kera Capital Partners, Inc. 12 681 -0,38 7 578 -6,43
2026-05-14 13F Prudential Plc 90 532 -20,02 54 097 -23,79
2026-04-23 13F SageGuard Financial Group, LLC 4 519 -7,15 2 700 -11,50
2026-05-01 13F Financial Alternatives, Inc 0 -100,00 0
2026-05-15 13F Passaic Partners LLC 69 108 -6,33 41 295 -10,75
2026-04-07 13F Central Bank & Trust Co 1 210 -4,50 723 -8,94
2026-04-30 13F Fortune Financial Advisors, LLC 1 962 -11,38 1 172 -15,56
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 42 492 -2,38 25 391 -6,98
2026-04-17 13F Investment Advisory Services Inc /tx /adv 3 478 -3,20 2 078 -7,77
2026-05-06 13F Sun Group Wealth Partners 384 -5,42 229 -9,84
2026-05-12 13F Gouws Capital LLC 9 474 -3,45 5 661 -8,01
2026-05-15 13F Freestone Grove Partners LP 1 319 752 -3,73 788 618 -8,27
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-02-13 13F APCM Wealth Management for Individuals 0 -100,00 0
2026-04-22 13F Networth Advisors, LLC 5 509 -12,85 3 292 -16,96
2026-05-08 13F Wall Street Access Asset Management, LLC 0 -100,00 0
2026-05-14 13F Institute for Wealth Management, LLC. 1 102 -19,39 658 -23,22
2026-04-16 13F Stephen J. Garry & Associates, Llc 15 920 -2,91 9 513 -7,50
2026-05-04 13F First National Bank of Hutchinson 0 -100,00 0 -100,00
2026-05-15 13F Samlyn Capital, Llc 396 -3,65 237 -8,17
2026-05-15 13F IMG Wealth Management, Inc. 3 467 -13,17 2 072 -17,29
2026-05-05 13F Ethos Financial Group, LLC 61 011 -0,66 36 382 -5,54
2026-05-05 13F Milestone Investment Advisors LLC 34 -8,11 20 -13,04
2026-04-29 13F Odyssey Capital Advisors, Inc. 3 799 -5,19 2 270 -9,63
2026-05-15 13F Wealth Management Nebraska 1 898 -4,96 1 134 -9,42
2026-05-14 13F David R. Rahn & Associates Inc. 741 -2,63 442 -7,14
2026-04-21 13F Diesslin Group, Inc. 0 -100,00 0
2026-05-06 13F Brio Consultants, LLC 128 106 -2,22 85 229 3,73
2026-05-15 13F Squarepoint Ops LLC Put 0 -100,00 0
2026-04-29 13F Index Technologies Group LLC 0 -100,00 0 -100,00
2026-04-15 13F DecisionMap Wealth Management, LLC 6 000 -4,35 3 586 -8,87
2026-04-10 13F Financial Advisory Corp 1 059 -18,03 633 -21,98
2026-04-29 13F WPG Advisers, LLC 185 -2,63 111 -7,56
2026-04-22 13F Apollon Financial, LLC 9 956 -0,15 5 949 -4,88
2026-04-02 13F Horizons Wealth Management 844 -2,09 504 -6,67
2026-05-07 13F Patrick M Sweeney & Associates, Inc 1 293 -1,07 773 -5,74
2026-04-27 13F Kedalion Capital Management LLP 0 -100,00 0
2026-04-09 13F Teamwork Financial Advisors, LLC 2 690 -2,04 1 608 -6,62
2026-05-11 13F Adams Wealth Management 15 895 -1,76 9 498 -6,39
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-05-06 13F GatePass Capital, LLC 2 260 -6,65 1 350 -11,07
2026-05-12 13F D.B. Root & Company, LLC 8 907 -3,37 5 322 -7,94
2026-04-21 13F Hidden Cove Wealth Management, LLC 510 -3,41 305 -8,16
2026-05-05 13F Ashford Advisors, LLC 679 -0,44 406 -5,15
2026-05-11 13F Umb Bank N A/mo 14 950 -3,01 8 933 -7,58
2026-05-13 13F Capital Wealth Alliance, LLC 9 072 -11,00 5 421 -16,68
2026-04-15 13F Redhawk Wealth Advisors, Inc. 8 855 -27,76 5 291 -31,16
2026-04-27 13F Sound Income Strategies, LLC 13 344 -1,47 8 037 -6,70
2026-04-16 13F Terra Nova Asset Management LLC 5 310 -2,71 3 173 -7,31
2026-04-28 13F Quent Capital, LLC 4 514 -10,54 2 697 -14,76
2026-04-10 13F Windsor Capital Management, LLC 453 -0,88 271 -5,59
2026-05-14 13F Karpus Management, Inc. 392 872 -7,10 234 761 -11,48
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 1 299 -4,27 776 -8,71
2026-05-13 13F Edgemoor Investment Advisors, Inc. 3 219 -0,31 1 924 -5,04
2026-04-24 13F Greystone Financial Group, LLC 1 291 -19,26 772 -23,05
2026-05-06 13F Spectrum Wealth Advisory Group, LLC 2 133 -19,99 1 274 -23,76
2026-05-11 13F Thompson Siegel & Walmsley Llc 39 373 -10,29 24 -14,81
2026-05-01 13F Ferguson Wellman Capital Management, Inc 5 735 -0,95 3 427 -5,62
2026-04-13 13F Waycross Investment Management Co 476 -1,04 284 -5,65
2026-04-21 13F Venturi Wealth Management, LLC 156 074 -39,25 93 261 -42,12
2026-05-13 13F Green Harvest Asset Management LLC 8 810 -6,22 5 265 -10,64
2026-02-17 13F SageView Advisory Group, LLC 16 547 -43,79 10 377 -42,44
2026-05-11 13F Jasper Ridge Partners, L.P. 99 671 -0,69 59 559 -5,38
2026-04-16 13F First Community Trust Na 1 039 -59,59 621 -61,54
2026-02-17 13F Tolleson Wealth Management, Inc. 13 319 -19,85 8 353 -18,15
2026-04-28 13F Fee-Only Financial Planning, L.C. 6 908 -10,67 4 128 -14,89
2026-01-23 13F Twelve Points Wealth Management LLC 0 -100,00 0
2026-04-28 13F SBI Securities Co., Ltd. 363 582 -1,73 217 258 -6,37
2026-05-14 13F Phillips Wealth Planners LLC 9 431 -2,13 6 409 5,52
2026-05-15 13F Segall Bryant & Hamill, Llc 0 -100,00 0
2026-04-20 13F ABLE Financial Group, LLC 1 382 -13,84 826 -17,91
2026-04-30 13F Cherry Creek Investment Advisors, Inc. 4 784 -2,07 2 858 -6,69
2026-04-28 13F Northstar Group, Inc. 34 199 -1,45 20 436 -6,09
2026-04-13 13F Clayton Financial Group LLC 286 -63,24 171 -65,09
2026-04-22 13F Cornerstone Enterprises, Llc 575 -1,88 344 -6,79
2026-05-19 13F Royal Fund Management, LLC 58 157 -0,15 34 884 -4,83
2026-04-13 13F Trust Co 1 118 -0,45 668 -5,26
2026-04-15 13F Fortitude Family Office, LLC 19 540 -0,06 11 676 -4,76
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-04-27 13F Proathlete Wealth Management Llc 0 -100,00 0 -100,00
2026-04-16 13F Mountain Pacific Investment Advisers Inc/id 1 019 -1,07 609 -5,74
2026-05-08 13F Peachtree Investment Partners, LLC 25 971 -14,05 15 519 -18,11
2026-05-11 13F Waddell & Associates, Llc 5 662 -0,05 3 383 -4,76
2026-04-21 13F Fullerton Advisors, LLC 3 583 -5,14 2 141 -9,59
2026-04-22 13F Braun Stacey Associates Inc 33 141 -1,81 19 803 -6,44
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 406 -12,69 243 -16,84
2026-05-11 13F Grantvest Financial Group LLC 4 583 -3,15 2 738 -7,72
2026-04-27 13F Financial Services Advisory Inc 4 614 -10,02 2 757 -14,25
2026-04-14 13F Madrona Financial Services, LLC 2 588 -1,03 1 546 -5,73
2026-04-20 13F Oak Family Advisors, Llc 686 -2,42 410 -7,05
2026-05-13 13F Principal Securities, Inc. 21 697 -1,11 12 965 -5,77
2026-05-18 13F Strait & Sound Wealth Management LLC 907 -4,73 542 -9,21
2026-04-30 13F Elevated Capital Advisors, LLC 175 -94,84 105 -95,11
2026-04-08 13F West Financial Advisors, LLC 121 611 -18,67 72 669 -22,50
2026-04-27 13F Cresta Advisors, Ltd. 2 509 -13,21 1 499 -17,37
2026-05-01 13F Citizens Business Bank 14 142 -5,39 8 451 -9,85
2026-04-16 13F Orser Capital Management, Llc 11 141 -0,89 6 657 -5,56
2026-04-08 13F Dynamic Advisor Solutions LLC 52 126 -15,14 31 148 -19,15
2026-04-14 13F Family Wealth Partners, Llc 9 408 -0,88 5 622 -5,56
2026-05-14 13F Tamar Securities, LLC 3 696 -1,57 2 209 -6,20
2026-05-05 13F PFG Advisors 43 427 -4,04 25 950 -8,57
2026-04-21 13F Trilogy Capital Inc. 14 835 -1,03 8 865 -5,70
2026-05-05 13F Golden Bell Financial Planning LLC 453 -4,63 271 -9,09
2026-05-12 13F Palumbo Wealth Management LLC 1 748 -2,94 1 045 -7,53
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 150 -1,32 90 -6,32
2026-05-15 13F Punch & Associates Investment Management, Inc. 0 -100,00 0
2026-05-12 13F Taylor Hoffman Capital Management LLC 5 388 -1,28 3 220 -5,93
2026-05-04 13F Hartford Funds Management Co LLC 0 -100,00 0
2026-04-27 13F Burford Brothers, Inc. 884 -3,49 528 -8,19
2026-04-23 13F BXM Wealth LLC 7 088 -88,07 4 236 10,37
2026-05-07 13F Taiyo Life Insurance Co 255 100 -12,06 152 -16,02
2026-05-14 13F Endeavor Private Wealth, Inc. 1 326 -2,21 793 -6,82
2026-04-16 13F Allegheny Financial Group LTD 834 -26,58 498 -30,15
2026-04-29 13F Clearwave Capital, LLC 2 995 -0,03 1 789 -4,74
2026-04-23 13F Partners Wealth Management, Llc 2 189 -0,14 1 308 -4,80
2026-05-08 13F Maple Capital Management, Inc. 2 224 -0,45 1 329 -5,14
2026-04-24 13F Lynx Investment Advisory 1 626 -12,16 972 -16,37
2026-05-12 13F Trans-Canada Capital Inc. 2 122 306 -13,60 1 268 184 -17,67
2026-05-12 13F ForthRight Wealth Management, LLC 78 422 -0,62 46 861 -5,31
2026-04-29 13F Nilsine Partners, LLC 6 246 -8,47 4 107 -4,04
2026-04-10 13F MKT Advisors LLC 37 872 -1,04 22 952 -5,17
2026-05-15 13F Snowwater Investment Partners, Llc 3 267 -10,76 1 952 -14,95
2026-04-15 13F Ami Investment Management Inc 6 189 -3,19 3 698 -7,76
2026-01-08 13F PMV Capital Advisers, LLC 0 -100,00 0 -100,00
2026-04-07 13F Bulwark Capital Corp 196 -75,68 117 -76,83
2026-04-21 13F AA Financial Advisors, LLC 907 -8,57 542 -12,72
2026-04-21 13F Aaron Wealth Advisors LLC 7 919 -3,94 4 732 -8,49
2026-05-07 13F Allen Investment Management LLC 257 568 -0,34 153 910 -5,04
2026-05-12 13F Columbia River Financial Group, LLC 905 -1,42 1
2026-05-01 13F Avion Wealth 68 918 -1,37 41 -4,65
2026-05-13 13F Syon Capital Llc 6 372 -1,32 3 807 -5,98
2026-05-05 13F Vectors Research Management, LLC 8 043 -9,56 4 806 -13,81
2026-01-26 13F Dakota Community Bank & Trust NA 252 -72,70 158 -72,04
2026-04-22 13F Wilkins Miller Wealth Management, LLC 1 553 -12,06 928 -16,17
2026-05-14 13F RB Capital Management, LLC 4 438 -8,68 2 652 -12,99
2026-05-11 13F Shepherd Financial Partners LLC 708 -3,15 423 -7,64
2026-04-14 13F Hudson Value Partners, LLC 792 -0,50 473 -5,78
2026-05-11 13F Capital Square, LLC 2 353 -4,04 1 545 0,52
2026-05-12 13F Jane Street Group, Llc Put 182 000 -5,11 108 754 -9,58
2026-04-14 13F William Mack & Associates, Inc. 2 492 -18,40 1 489 -22,30
2026-05-15 13F Elite Wealth Management, Inc. 454 -26,06 271 -29,61
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 4 697 -4,10 2 807 -8,63
2026-05-01 13F Heritage Investment Group, Inc. 3 504 -1,21 2 094 -5,89
2026-05-15 13F Brooks, Moore & Associates, Inc. 12 133 -5,43 7 250 -9,89
2026-05-01 13F Rakuten Securities, Inc. 1 375 -21,70 822 -25,43
2026-05-01 13F Carnegie Capital Asset Management, LLC 34 111 -3,24 20 383 -7,80
2026-04-29 13F Birch Hill Investment Advisors LLC 2 651 -1,49 1 584 -6,11
2026-04-15 13F Fifth Third Securities, Inc. 109 057 -0,22 65 167 -4,92
2026-04-08 13F Nestegg Advisors, Inc. 612 -1,13 365 -5,68
2026-05-04 13F NWF Advisory Services Inc. 65 595 -2,06 39 195 -6,69
2026-05-13 13F DRW Securities, LLC 0 -100,00 0
2026-05-08 13F Allegiance Financial Group Advisory Services LLC 11 010 -9,50 6 579 -13,78
2026-04-16 13F Security National Bank 6 194 -17,20 3 701 -21,10
2026-05-11 13F Nomura Asset Management Co Ltd 8 147 -30,01 4 868 -33,32
2026-05-12 13F Jane Street Group, Llc 28 130 -2,31 16 809 -6,92
2026-04-10 13F Octavia Wealth Advisors, LLC 710 -33,02 424 -36,14
2026-05-15 13F Keewaydin Investments LLC 163 125 -19,95 97 475 -23,73
2026-04-24 13F Merited Wealth, LLC 1 322 -4,62 790 -9,21
2026-05-12 13F Invesco Ltd. 5 072 -6,21 3 031 -10,62
2026-05-11 13F Catalyst Financial Partners Llc 731 -2,92 437 -7,63
2026-04-08 13F RDA Financial Network 501 -9,89 300 -14,08
2026-05-11 13F SCS Capital Management LLC 443 159 -4,22 264 810 -8,74
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-05-04 13F Roberts Glore & Co Inc /il/ 4 883 -0,97 2 918 -5,63
2026-05-11 13F Prudent Investors Network 453 -50,27 271 -52,71
2026-05-20 13F January Capital Advisors LLC 0 -100,00 0
2026-04-17 13F Astoria Strategic Wealth, Inc. 1 423 -0,21 850 -4,92
2026-05-12 13F Vista Private Wealth Partners. LLC 10 386 -25,63 7 042 -11,22
2026-04-28 13F Topor & Co. Korea 41 815 -24,18 24 987 -27,75
2026-04-17 13F Buffalo Business & Estate Services Ltd 1 057 -39,91 631 -42,74
2026-04-23 13F Greenhouse Wealth Management, LLC 14 550 -0,41 8 695 -5,11
2026-05-15 13F Strategies Wealth Advisors, LLC 3 377 -10,42 2 018 -14,64
2026-04-01 13F Signature Wealth Management Group 1 363 -0,94 814 -5,57
2026-05-12 13F Greenwich Wealth Management LLC 14 655 -2,15 9 -11,11
2026-05-12 13F M&t Bank Corp 477 144 -0,28 285 117 -4,99
2026-05-04 13F 1 North Wealth Services Llc 101 -35,26 60 -38,14
2026-04-23 13F First Pacific Financial 4 942 -1,30 2 953 -5,96
2026-04-08 13F Archer Investment Management, LLC 342 -0,58 204 -5,12
2026-04-29 13F Sagace Wealth Management LLC 7 571 -1,37 4 524 -6,00
2026-04-15 13F RCW Management, LLC 1 031 -2,92 616 -7,51
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 17 088 -1,22 10 214 -5,84
2026-04-20 13F Joel Adams & Associates, Inc. 32 695 -3,83 19 537 -8,37
2026-04-03 13F First County Bank /CT/ 3 464 -19,08 2 070 -22,91
2026-05-14 13F Mason Investment Advisory Services, Inc. 831 -2,35 497 -6,94
2026-04-15 13F Access Financial Services, Inc. 507 -0,39 303 -5,33
2026-05-08 13F Emissary Wealth LLC 822 -3,41 491 -7,88
2026-04-28 13F TritonPoint Partners, LLC 12 589 -2,23 7 523 -6,84
2026-05-14 13F Capula Management Ltd 64 495 -99,46 38 539 -99,48
2026-05-01 13F Financial Counselors Inc 1 855 -0,38 1 108 -5,06
2026-04-22 13F Samalin Investment Counsel, LLC 687 -1,72 411 -6,39
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 8 311 -4,42 4 956 -9,15
2026-04-20 13F Crane Advisory, LLC 172 623 -0,84 111 318 0,02
2026-04-14 13F Well Done, LLC 6 995 -4,51 4 180 -9,01
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-05-06 13F MorganRosel Wealth Management, LLC 14 898 -9,10 8 902 -13,39
2026-04-21 13F Granite Islands Private Wealth, Llc 7 386 -25,54 4 414 -29,05
2026-05-07 13F Conquis Financial Llc 42 851 -4,85 27 907 -1,19
2026-02-13 13F Axa S.a. 0 -100,00 0
2026-05-08 13F Tillman Hartley LLC 1 122 -9,15 670 -13,44
2026-05-07 13F Confluence Wealth Services, Inc. 3 102 -7,07 1 854 -11,42
2026-04-17 13F Ignite Planners, LLC 10 061 -3,31 6 012 -9,19
2026-04-27 13F TCI Wealth Advisors, Inc. 5 180 -4,15 3 096 -8,65
2026-04-16 13F McClarren Financial Advisors, Inc. 21 407 -62,82 12 792 -4,44
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 3 147 -0,03 1 880 -4,76
2026-02-12 13F Leith Wheeler Investment Counsel Ltd. 0 -100,00 0
2026-05-04 13F Archer Investment Corp 2 428 -23,33 1 451 -26,95
2026-04-30 13F Mv Capital Management, Inc. 2 443 -15,11 1 460 -19,12
2026-05-15 13F Vestmark Advisory Solutions, Inc. 216 680 -30,28 129 478 -33,57
2026-05-15 13F Squarepoint Ops LLC Call 0 -100,00 0
2026-02-05 13F WJ Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-11 13F Peak Retirement Planning, Inc. 7 155 -47,00 4 276 -49,50
2026-05-08 13F Fire Capital Management LLC 9 833 -5,70 5 876 -10,14
2026-04-28 13F Libra Wealth Llc 3 012 -1,79 1 800 -6,45
2026-04-16 13F Balboa Wealth Partners 13 098 -28,81 7 827 -32,17
2026-04-30 13F Colton Groome Financial Advisors, Llc 848 -14,86 507 -18,91
2026-04-22 13F Parcion Private Wealth LLC 3 273 -82,48 1 956 -65,40
2026-05-04 13F Sigma Planning Corp 80 249 -0,46 47 953 -5,05
2026-04-29 13F Clear Point Advisors Inc. 0 -100,00 0
2026-05-07 13F Key Capital Management, INC 302 -23,35 180 -27,13
2026-04-21 13F Rooted Wealth Advisors, Inc. 81 617 -0,13 53 177 3,14
2026-05-12 13F IFG Advisory, LLC 308 -99,48 184 -99,51
2026-05-21 13F Compass Capital Management, Inc 0 -100,00 0
2026-05-06 13F IMA Wealth, Inc. 5 427 -4,56 3 243 -9,06
2026-04-29 13F KERR FINANCIAL PLANNING Corp 964 -52,47 629 -50,04
2026-05-01 13F Spectrum Financial Alliance Ltd LLC 0 -100,00 0
2026-05-04 13F Evernest Financial Advisors, LLC 15 729 -0,04 10 342 2,98
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 524 -4,73 313 -9,01
2026-05-01 13F Climber Capital SA 20 881 -20,71 12 173 -24,79
2026-04-08 13F Mirador Capital Partners LP 671 -19,35 401 -23,03
2026-05-13 13F Northern Capital Management, Inc. 1 627 -4,46 972 -8,90
2026-05-12 13F Chapman Financial Group, Llc 2 217 -1,90 1 325 -6,56
2026-02-10 13F Belvedere Trading LLC Call 0 -100,00 0 -100,00
2026-05-05 13F Factory Mutual Insurance Co 0 -100,00 0
2026-02-10 13F Belvedere Trading LLC Put 0 -100,00 0 -100,00
2026-04-30 13F Equitable Trust Co 315 926 -2,32 188 782 -6,93
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 0 -100,00 0
2026-04-13 13F Market Street Wealth Management Advisors Llc 10 851 -0,98 6 484 -5,65
2026-05-15 13F Ascent Group, LLC 25 508 -1,43 15 242 -6,08
2026-04-20 13F TFB Advisors LLC 24 030 -19,09 14 359 -22,90
2026-04-29 13F Sigma Investment Counselors Inc 10 255 -4,19 6 128 -8,73
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 2 261 -0,35 1 351 -4,99
2026-02-17 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2026-05-15 13F Toroso Investments, LLC 11 198 -13,31 6 691 -17,41
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-04-28 13F Westbourne Investment Advisors, Inc. 0 -100,00 0
2026-04-15 13F Curran Financial Partners, LLC 4 305 -16,25 2 572 -20,20
2026-04-13 13F Ullmann Financial Group, Inc. 523 -49,81 313 -52,22
2026-04-16 13F Kavar Capital Partners Group, Llc 6 629 -3,37 3 961 -7,93
2026-04-21 13F Paradigm Financial Partners, Llc 732 -81,79 437 -82,67
2026-02-13 13F Clearview Wealth Advisors LLC 3 109 -2,48 1 950 -0,15
2026-04-30 13F Opus Capital Group, LLC 257 282 -0,68 154 -5,56
2026-04-14 13F Austin Wealth Management, LLC 1 909 -30,30 1 156 -33,41
2026-05-13 13F Fsb Premier Wealth Management, Inc. 25 956 -1,08 15 510 -5,74
2026-04-20 13F Kearns & Associates LLC 90 698 -0,26 54 197 -4,97
2026-04-16 13F Smith, Salley & Associates 2 888 -9,81 1 726 -14,09
2026-05-01 13F Pittenger & Anderson Inc 63 218 -3,51 37 776 -8,06
2026-05-07 13F Johnson Financial Group, Inc. 3 884 -8,55 2 321 -12,88
2026-04-21 13F Financial Planning Hawaii, Inc. 12 509 -2,08 7 475 -6,69
2026-04-09 13F McNamara Financial Services, Inc. 470 -2,08 281 -6,98
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-04-23 13F Farmers & Merchants Investments Inc 36 260 -0,30 21 667 -5,00
2026-05-14 13F Lauterbach Financial Advisors, LLC 669 -4,29 400 -8,90
2026-04-08 13F Sax Wealth Advisors, Llc 11 958 -5,69 7 499 -5,68
2026-05-15 13F Keating Financial Advisory Services, Inc. 29 985 -2,52 17 917 -7,12
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-22 13F Goodman Advisory Group, LLC 144 -4,00 86 -8,51
2026-04-29 13F Your Advocates Ltd., LLP 282 -7,24 169 -11,58
2026-05-12 13F Fiera Capital Corp 368 608 -23,52 220 262 -27,12
2026-04-27 13F Revisor Wealth Management LLC 2 071 -4,21 1 238 -9,44
2026-04-22 13F Spire Wealth Management 39 773 -4,03 23 767 -8,55
2026-01-27 13F Wealthspan Partners, Llc 0 -100,00 0
2026-04-02 13F Noble Wealth Management PBC 141 -56,21 84 -58,21
2026-05-15 13F Jessup Wealth Management, Inc 2 099 -0,10 1 254 -4,78
2026-05-15 13F Evelyn Partners Asset Management Ltd 10 968 -0,13 6 554 -4,85
2026-04-14 13F USA Financial Portformulas Corp 648 -40,44 387 -43,26
2026-02-03 13F Alpha Cubed Investments, LLC 15 183 -0,56 9 521 1,84
2026-05-05 13F BlueChip Wealth Advisors LLC 4 668 -24,37 2 598 -32,87
2026-05-06 13F Dunhill Financial, LLC 106 274 -11,35 61 265 -18,51
2026-04-09 13F Butensky & Cohen Financial Security, Inc 618 -3,29 369 -7,75
2026-05-15 13F Eagle Capital Management Llc 762 -87,03 455 -87,65
2026-05-14 13F CIBC World Markets Inc. 71 380 -1,81 42 653 -6,44
2026-04-15 13F Riversedge Advisors, Llc 1 288 -17,06 770 -20,97
2026-05-21 13F Raab & Moskowitz Asset Management LLC 3 424 -4,54 2 046 -9,03
2026-05-14 13F Catalytic Wealth RIA, LLC 24 525 -55,88 14 655 -57,96
2026-04-10 13F Northside Capital Management, LLC 413 -27,42 247 -30,62
2026-04-20 13F Ronald Blue Trust, Inc. 305 843 -3,01 182 756 -7,59
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 19 707 -0,43 11 776 -5,12
2026-05-08 13F Arthur M. Cohen & Associates, Llc 8 662 -0,52 5 217 -4,45
2026-04-14 13F Compton Wealth Advisory Group, LLC 3 872 -4,30 2 332 -8,08
2026-04-20 13F Riverchase Wealth Management, Llc 7 120 -0,48 4 254 -5,17
2026-04-17 13F Webster Bank, N. A. 139 742 -2,08 83 503 -6,69
2026-05-07 13F Van Strum & Towne Inc. 20 169 -0,85 12 052 -5,53
2026-04-23 13F Premier Path Wealth Partners, LLC 0 -100,00 0 -100,00
2026-04-10 13F Lake Hills Wealth Management, LLC 32 870 -37,90 19 641 -40,83
2026-05-13 13F Fund Advisors of America Inc/FL 1 798 -1,10 1 075 -5,71
2026-05-15 13F Ameriprise Financial Inc 3 698 917 -25,92 2 209 772 -29,43
2026-05-04 13F Beckerman Institutional, LLC 1 270 -0,55 759 -5,25
2026-04-29 13F Strategic Blueprint, LLC 21 357 -0,96 12 762 -5,63
2026-05-08 13F Wilkerson Advisory Group LLC 3 220 -3,82 1 924 -8,34
2026-01-30 13F Wealth Management Resources, Inc. 0 -100,00 0
2026-04-27 13F Marotta Asset Management 11 015 -10,26 6 634 -13,81
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 2 411 -70,87 1 441 -72,25
2026-04-24 13F Vision Capital Management, Inc. 8 329 -0,83 4 977 -5,52
2026-04-09 13F P/E Global LLC 854 860 -3,43 510 822 -7,98
2026-05-08 13F Bluebird Wealth Management LLC 1 862 -3,57 1 113 -8,10
2026-04-24 13F Mills Wealth Advisors LLC 575 -51,80 343 -54,14
2026-04-13 13F Buska Wealth Management, LLC 593 -5,12 354 -9,46
2026-05-20 13F/A J. Mark Nickell & Co. 19 161 -7,16 11 450 -11,54
2026-05-12 13F Luken Investment Analytics, LLC 10 572 -1,81 6 317 -6,44
2026-02-13 13F RFP Financial Group LLC 0 -100,00 0
2026-05-14 13F Jupiter Wealth Management LLC 2 241 -35,81 1 529 -30,09
2026-05-13 13F United Services Automobile Association 94 300 -61,88 56 349 -63,68
2026-05-06 13F FSA Advisors, Inc. 0 -100,00 0
2026-04-16 13F Sweeney & Michel, Llc 523 -4,39 330 -5,19
2026-05-04 13F V2 Financial group LLC 2 443 -31,61 1 460 -34,84
2026-05-05 13F Gould Asset Management Llc /ca/ 1 295 -1,52 774 -6,19
2026-04-13 13F Runnymede Capital Advisors, Inc. 0 -100,00 0 -100,00
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 70 480 -30,73 42 115 -33,99
2026-04-28 13F Stratos Wealth Advisors, LLC 15 920 -72,93 9 513 -74,20
2026-04-02 13F Crumly & Associates Inc. 12 127 -0,44 7 247 -5,14
2026-05-15 13F Intelligence Driven Advisers, LLC 1 042 -20,40 623 -24,15
2026-05-01 13F Cosner Financial Group, LLC 0 -100,00 0
2026-05-12 13F/A Granite FO LLC 3 263 -1,63 1 950 -6,30
2026-05-13 13F Ankerstar Wealth, LLC 69 -41,03 41 -43,84
2026-05-14 13F Provida Pension Fund Administrator 0 -100,00 0 -100,00
2026-04-30 13F Arista Wealth Management, LLC 29 037 -4,65 17 351 -9,14
2026-05-15 13F Mercer Global Advisors Inc /adv 5 258 941 -2,30 3 142 480 0,86
2026-01-16 13F Oldfather Financial Services, LLC 117 397 -2,34 73 623 0,01
2026-05-13 13F Family Office Research LLC 39 086 -1,76 23 356 -7,20
2026-04-16 13F Ironwood Financial, llc 1 360 -0,07 812 -6,56
2026-04-22 13F TruNorth Capital Management, LLC 1 831 -61,40 1 094 -63,21
2026-05-01 13F Van Cleef Asset Management,Inc 2 598 -0,57 1 552 -5,25
2026-04-28 13F Kingswood Wealth Advisors, Llc 49 086 -0,21 29 331 -4,91
2026-04-28 13F Lansing Street Advisors 104 318 -6,81 62 335 -11,21
2026-05-15 13F Westwood Holdings Group Inc 1 964 -3,73 1 174 -8,29
2026-05-05 13F Regions Financial Corp 328 683 -14,10 196 405 -18,15
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-15 13F Weaver Consulting Group 4 618 -12,59 2 760 -16,70
2026-05-11 13F Rinkey Investments 1 793 -2,40 1 071 -7,03
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-05-12 13F Pilgrim Partners Asia Pte Ltd 29 000 -2,85 17 329 -7,43
2026-05-12 13F Beck Mack & Oliver Llc 2 319 -7,94 1 386 -12,29
2026-04-22 13F Coastal Investment Advisors, Inc. 4 184 -24,79 2 500 -28,33
2026-05-14 13F O'ROURKE & COMPANY, Inc 468 -6,59 279 -11,15
2026-05-11 13F Salomon & Ludwin, LLC 77 778 -3,85 46 874 -8,41
2026-05-15 13F Copley Financial Group, Inc. 586 -0,68 350 -5,41
2026-04-15 13F Gradient Capital Advisors, LLC 7 027 -1,06 4 199 -5,73
2026-04-24 13F Gilliland Jeter Wealth Management LLC 401 -10,69 240 -14,95
2026-05-15 13F Wit, Llc 335 259 -12,41 200 334 -16,55
2026-04-30 13F Sompo Japan Nipponkoa Asset Management Co.,ltd. 74 621 -7,78 44 590 -12,13
2026-05-01 13F Kaizen Financial Strategies 2 210 -0,41 1 425 2,44
2026-04-24 13F Berkeley, Inc 3 293 -9,58 1 968 -13,88
2026-05-12 13F Channel Wealth Llc 4 222 -22,22 2 523 -25,89
2026-05-12 13F Sivia Capital Partners, LLC 20 870 -0,22 12 471 -4,92
2026-04-23 13F Equita Financial Network, Inc. 3 052 -61,08 1 824 -62,92
2026-05-12 13F Saiph Capital, LLC 19 884 -1,70 11 882 -6,34
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 2 423 -8,81 1 448 -13,15
2026-05-14 13F C M Bidwell & Associates Ltd 42 529 -0,02 25 413 -4,73
2026-04-27 13F Sierra Ocean, Llc 1 396 -18,12 834 -21,98
2026-04-29 13F Presper Financial Architects, LLC 3 517 -3,25 2 102 -7,81
2026-05-13 13F LM Advisors LLC 56 117 -1,37 94 3,33
2026-05-13 13F Parker Investment Management, LLC 8 996 -1,87 5 376 -6,51
2026-05-05 13F Altman Advisors, Inc. 0 -100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 12 600 -1,16 7 529 -5,83
2026-04-20 13F Foster Victor Wealth Advisors, LLC 3 097 -76,73 1 977 -76,65
2026-05-07 13F AlTi Global, Inc. 83 705 -1,36 50 018 -6,01
2026-05-15 13F Price T Rowe Associates Inc /md/ 39 030 -1,07 23 -4,17
2026-04-21 13F Tritonpoint Wealth, Llc 25 409 -2,08 15 183 -6,70
2026-04-22 13F Omnitrust Wealth Management, Inc 7 534 -47,44 4 502 -49,93
2026-04-24 13F Charter Oak Capital Management, LLC 46 793 -2,37 27 961 -6,98
2026-04-22 13F Semitam Bonam Llc 0 -100,00 0
2026-05-06 13F Westchester Capital Management, Inc. 543 -5,73 324 -10,25
2026-04-08 13F Sharkey, Howes & Javer 7 015 -1,89 4 192 -6,51
2026-05-08 13F Private Management Group Inc 411 -4,64 246 -9,26
2026-05-12 13F Curio Wealth, Llc 480 -0,41 287 -6,23
2026-04-14 13F Juncture Wealth Strategies, Llc 2 008 -6,52 1 200 -10,99
2026-04-01 13F Vigilare Wealth Management 2 591 -60,19 1 548 -62,08
2026-05-11 13F First Financial Bankshares Inc 12 800 -83,62 7 649 -84,39
2026-05-01 13F Summit Place Financial Advisors, LLC 2 452 -0,24 1 465 -4,93
2026-04-20 13F KFA Private Wealth Group, LLC 5 579 -0,32 3 334 -5,04
2026-05-06 13F Clifford Swan Investment Counsel Llc 17 244 -1,15 10 304 -5,80
2026-04-03 13F Coastline Trust Co 10 992 -2,87 6 568 -7,45
2026-04-17 13F Stonehearth Capital Management, LLC 996 -3,39 595 -7,89
2026-04-28 13F Grange Capital, LLC 2 328 -3,68 1 391 -8,25
2026-05-01 13F Diversify Advisory Services, LLC 353 -99,52 231 -99,51
2026-02-17 13F Credit Agricole S A 0 -100,00 0 -100,00
2026-02-02 13F Capital Investment Counsel, LLC 0 -100,00 0
2026-04-21 13F Delta Wealth Advisors LLC 19 799 -2,31 11 831 -6,92
2026-05-06 13F Deutsche Bank Ag\ 95 319 -3,16 56 958 -7,73
2026-04-16 13F Fortem Financial Group, Llc 1 457 -36,93 871 -39,92
2026-05-14 13F Keebeck Wealth Management, LLC 7 123 -8,77 4 257 -13,09
2026-05-06 13F Cornerstone Planning Group LLC 5 228 -3,63 3 478 0,23
2026-04-21 13F Creekside Partners 2 184 -1,67 1 305 -6,25
2026-04-17 13F Swp Financial Llc 0 -100,00 0
2026-05-04 13F Copia Wealth Management 221 -38,44 132 -41,07
2026-05-15 13F Mittelman Wealth Management 17 684 -3,79 10 568 -8,33
2026-05-14 13F VestGen Advisors, LLC 12 907 -67,54 8 759 -64,88
2026-05-14 13F Marathon Capital Management 336 -6,67 200 -11,11
2026-04-08 13F Parisi Gray Wealth Management 65 613 -5,02 39 207 -9,49
2026-05-13 13F Brinker Capital Investments, LLC 78 669 -61,64 47 008 -63,45
2026-04-08 13F Lpwm Llc 2 542 -1,78 1 519 -6,47
2026-05-01 13F Stony Point Wealth Management Inc. 526 -1,13 314 -5,71
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 3 347 -6,30 2 000 -10,71
2026-05-15 13F Qube Research & Technologies Ltd 2 282 -55,83 1 364 -57,92
2026-04-17 13F Gibson Capital, LLC 4 486 -3,96 2 681 -8,50
2026-04-13 13F/A Sunburst Financial Group, LLC 16 842 -0,14 10 064 -4,85
2026-01-14 13F Clarius Group, LLC 222 141 -0,91 139 311 1,48
2026-04-16 13F Warren Street Wealth Advisors, LLC 89 882 -1,63 53 709 -6,27
2026-04-22 13F Pinnacle Bancorp, Inc. 32 999 -0,08 19 719 -4,80
2026-02-11 13F Parallel Advisors, LLC 48 406 -0,15 30 413 2,45
2026-05-12 13F Moneta Group Investment Advisors Llc 3 006 863 -0,98 1 796 751 -5,65
2026-05-14 13F Twin Tree Management, LP Call 2 700 -81,51 1 613 -82,38
2026-05-05 13F Gallacher Capital Management LLC 4 588 -1,01 2 741 -5,68
2026-04-22 13F SFG Wealth Management, LLC. 1 944 -1,07 1 162 -5,76
2026-05-05 13F Pacific Wealth Management 487 -4,51 291 -8,78
2026-04-15 13F Wealthcare Capital Management Llc 1 274 -3,85 761 -8,31
2026-05-04 13F Westside Investment Management, Inc. 414 -15,34 247 -19,28
2026-04-17 13F BCS Wealth Management 81 087 -46,59 48 453 -49,11
2026-05-08 13F Weinberger Asset Management, Inc 0 -100,00 0
2026-04-20 13F GSB Wealth Management, LLC 1 848 -1,55 1 104 -6,20
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 7 945 -1,73 4 748 -6,37
2026-05-01 13F Legacy Financial Strategies, LLC 8 010 -7,99 4 786 -12,34
2026-05-01 13F Kraft, Davis & Associates, LLC 874 -0,11 578 3,41
2026-04-28 13F Nbt Bank N A /ny 15 490 -8,98 9 256 -4,48
2026-04-17 13F New Covenant Trust Company, N.A. 7 182 -4,46 4 292 -9,13
2026-05-05 13F Gaddis Premier Wealth Advisors LLC 1 656 -15,21 990 -19,20
2026-05-11 13F Montis Financial, LLC 378 -14,48 226 -18,41
2026-04-29 13F Cordatus Wealth Management LLC 0 -100,00 0
2026-05-15 13F Dimension Capital Management Llc 1 955 -3,93 1 168 -8,46
2026-05-07 13F Sage Financial Group Inc 81 521 -0,11 48 713 -4,82
2026-05-04 13F Nicholson Wealth Management Group, LLC 7 550 -11,58 4 512 -15,76
2026-05-11 13F Jackson Wealth Management, LLC 64 528 -0,44 38 559 -5,13
2026-05-13 13F 49 Wealth Management, Llc 7 038 -2,76 4 205 -7,36
2026-05-15 13F Trexquant Investment LP 397 -32,25 237 -35,42
2026-05-08 13F Generation Capital Management LLC 10 239 -5,32 6 118 -9,78
2026-04-29 13F Patron Partners Advisors, Llc 3 439 -2,27 2 055 -6,89
2026-05-14 13F Great West Life Assurance Co /can/ 6 613 -91,89 4 -94,12
2026-05-11 13F Allianz Se 48 727 -38,60 29 117 -41,50
2026-05-05 13F Sky-mountain Capital Management, Inc. 353 -0,56 211 -7,08
2026-04-30 13F Landaas & Co /wi /adv 19 833 -0,96 11 851 -5,63
2026-04-28 13F Indiana Trust & Investment Management CO 3 281 -0,46 1 961 -5,18
2026-04-16 13F Capstone Wealth Management Group LLC 2 472 -0,12 1 477 -4,90
2026-05-11 13F Potentia Wealth 783 -13,10 468 -17,35
2026-04-17 13F Sovereign Financial Group, Inc. 10 251 -1,60 6 125 -6,25
2026-05-15 13F Gw Henssler & Associates Ltd 8 841 -87,43 5 283 -88,02
2026-04-29 13F Resonant Capital Advisors, LLC 21 596 -2,48 12 905 -7,08
2026-05-13 13F Schoolcraft Capital LLC 22 552 -0,53 13 476 -5,23
2026-05-08 13F Prime Capital Investment Advisors, LLC 203 535 -1,07 121 622 -5,73
2026-05-04 13F Lutz Financial Services LLC 252 037 -0,59 150 605 -5,28
2026-05-15 13F ROI Financial Advisors, LLC 947 -1,76 566 -6,46
2026-04-15 13F Snider Financial Group 1 475 -14,89 881 -18,88
2026-05-14 13F Clarkston Capital Partners, LLC 556 -95,32 332 -95,54
2026-05-08 13F Horizon Family Wealth, Inc. 2 906 -3,62 1 736 -8,15
2026-05-04 13F Principal Financial Group Inc 65 157 -1,21 38 935 -5,87
2026-04-24 13F Black Swift Group, LLC 5 464 -0,27 3 265 -4,98
2026-04-23 13F Mattern Wealth Management LLC 979 -2,10 585 -6,86
2026-04-15 13F Stanich Group LLC 1 620 -0,86 968 -5,47
2026-05-11 13F Integrity Alliance, Llc. 39 410 -23,44 23 550 -27,05
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0 -100,00
2026-04-22 13F Larry Mathis Financial Planning, LLC 6 676 -19,81 3 989 -23,58
2026-05-06 13F May Hill Capital, LLC 5 270 -0,02 3 149 -4,75
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-02-03 13F Hemenway Trust Co LLC 0 -100,00 0
2026-04-08 13F Pioneer Wealth Management Group 634 -4,52 379 -9,13
2026-05-07 13F EPG Wealth Management LLC 30 -76,56 18 -78,75
2026-05-07 13F Manuka Financial, LLC 2 427 -19,95 1 450 -23,72
2026-04-16 13F Sheets Smith Wealth Management 74 348 -0,39 44 427 -5,09
2026-04-13 13F Chesley Taft & Associates LLC 3 799 -5,64 2 270 -10,06
2026-05-07 13F Midland Wealth Advisors Llc 12 922 -2,57 7 722 -7,17
2026-05-15 13F Sierra Capital LLC 101 238 -2,83 60 -7,69
2026-05-14 13F Cambria Investment Management, L.P. 8 935 -22,84 5 339 -26,48
2026-05-05 13F Landing Point Financial Group, LLC 12 210 -0,29 7 296 -4,99
2026-05-12 13F SVRN Asset Management, LLC 524 -0,95 313 -5,44
2026-02-18 13F Adventist Health System/ West 0 -100,00 0
2026-05-13 13F Ameritas Investment Partners, Inc. 61 772 -0,68 36 912 -5,37
2026-04-23 13F Klein Pavlis & Peasley Financial, Inc. 612 -4,67 366 -9,20
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 4 786 -3,49 2 860 -8,04
2026-04-20 13F Pegasus Asset Management, Inc. 1 314 -0,23 785 -4,97
2026-04-24 13F Greater Midwest Financial Group, LLC 439 -10,41 262 -14,66
2026-04-28 13F Bfsg, Llc 9 227 -0,97 5 513 -5,65
2026-04-30 13F Robinson Smith Wealth Advisors Llc 4 791 -8,62 2 863 -12,93
2026-04-27 13F Transcendent Capital Group LLC 607 -10,21 363 -14,42
2026-05-15 13F Df Dent & Co Inc 14 316 -1,08 8 555 -5,74
2026-05-11 13F Camden Capital, LLC 112 485 -0,47 67 215 -5,16
2026-05-07 13F Oak Harbor Wealth Partners, Llc 55 556 -2,15 33 197 -6,76
2026-04-17 13F Integrated Capital Management, LLC 2 186 -16,47 1 306 -20,41
2026-04-28 13F DGS Capital Management, LLC 9 298 -8,25 5 556 -12,57
2026-04-23 13F Embree Financial Group 14 221 -0,39 8 498 -5,09
2026-05-06 13F Quest 10 Wealth Builders, Inc. 11 425 -3,40 6 827 -7,96
2026-05-15 13F Amundi 11 597 -1,87 6 930 -6,50
2026-04-27 13F Arrien Investments, Inc. 3 975 -3,17 2 375 -7,73
2026-05-15 13F Harbour Investments, Inc. 395 174 -14,52 236 137 -18,55
2026-04-14 13F Regent Peak Wealth Advisors LLC 1 025 -6,31 612 -10,79
2026-04-22 13F ASO GROUP Ltd 60 989 -13,28 36 -18,18
2026-05-12 13F Garrison Point Advisors, Llc 0 -100,00 0
2026-05-08 13F/A JPL Wealth Management, LLC 3 765 -1,34 2 250 -5,98
2026-05-14 13F Sloy Dahl & Holst, LLC 648 -7,69 387 -12,05
2026-01-29 13F Almanack Investment Partners, LLC. 0 -100,00 0
2026-04-08 13F LifeGuide Financial Advisors, LLC 4 364 -0,34 2 608 -5,23
2026-05-07 13F Ckw Financial Group 2 -84,62 0
2026-04-10 13F Waldron Private Wealth LLC 38 914 -3,77 23 253 -8,31
2026-05-08 13F Nia Impact Advisors, Llc 0 -100,00 0
2026-04-29 13F Garde Capital, Inc. 56 535 -1,25 33 782 -5,91
2026-05-07 13F Sagespring Wealth Partners, Llc 468 814 -68,94 280 140 -7,34
2026-05-27 13F Capasso Planning Partners LLC 4 459 -1,39 2 664 -6,03
2026-04-27 13F Nixon Peabody Trust Co 3 311 -1,66 1 978 -6,30
2026-04-30 13F Henson-Edgewater Management, LLC 3 472 -1,00 2 075 -5,68
2026-05-11 13F Knights of Columbus Asset Advisors LLC 524 -6,09 313 -10,32
2026-05-08 13F Walleye Trading LLC Call 8 000 -4,76 4 780 -9,25
2026-04-07 13F Cooper Financial Group 1 486 -9,22 888 -13,45
2026-05-12 13F Wescott Financial Advisory Group, LLC 280 269 -1,42 167 475 -6,07
2026-04-20 13F Values Added Financial LLC 4 905 -0,22 2 931 -4,93
2026-04-07 13F Eastern Bank 15 396 -6,06 9 200 -10,50
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 4 292 -54,63 3 -60,00
2026-05-15 13F ARGI Investment Services, LLC 457 873 -29,80 273 602 -33,11
2026-04-08 13F Safir Wealth Advisors, LLC 93 331 -0,50 55 770 -5,20
2026-05-12 13F Great Diamond Partners, LLC 2 383 -61,16 1 424 -63,01
2026-04-08 13F Post Resch Tallon Group Inc. 0 -100,00 0 -100,00
2026-05-15 13F Round Rock Advisors, LLC 2 439 -3,14 1 457 -7,73
2026-04-24 13F ERn Financial, LLC 10 720 -0,42 6 406 -5,13
2026-05-08 13F AMJ Financial Wealth Management 1 155 -12,30 690 -16,36
2026-04-15 13F ARS Wealth Advisors Group, LLC 11 277 -0,34 6 738 -5,05
2026-05-13 13F Lowery Thomas, Llc 27 491 -1,38 16 427 -6,03
2026-04-10 13F Green Ridge Wealth Planning LLC 3 372 -0,59 2 015 -5,27
2026-05-07 13F Hollencrest Capital Management 636 748 -0,15 380 489 -4,86
2026-04-27 13F Carter Financial Group, INC. 1 928 -2,38 1 152 -7,03
2026-04-17 13F Robbins Farley Llc 605 -5,76 362 -10,20
2026-04-22 13F Sendero Wealth Management, LLC 19 953 -2,86 11 923 -7,44
2026-05-15 13F Morgan Stanley 24 365 727 -0,82 14 559 742 -5,50
2026-05-14 13F Mcguire Capital Advisors Inc 5 050 -0,63 3 017 -5,33
2026-04-16 13F Monarch Capital Management Inc/ 461 -16,33 275 -20,29
2026-05-06 13F Main Street Group, LTD 2 263 -5,59 1 353 -10,05
2026-04-14 13F BSW Wealth Partners 10 981 -6,75 6 562 -11,15
2026-04-21 13F BCS Private Wealth Management, Inc. 11 077 -3,60 6 619 -8,15
2026-05-15 13F Capstone Financial Advisors, Inc. 3 057 -21,17 1 827 -24,89
2026-04-13 13F Scharf Investments, Llc 0 -100,00 0 -100,00
2026-05-14 13F Tripletail Wealth Management, LLC 54 -15,62 33 -20,00
2026-04-22 13F Silver Coast Investments LLC 1 154 -13,69 689 -17,78
2026-02-05 13F E Fund Management (Hong Kong) Co., Ltd. 0 -100,00 0 -100,00
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 18 898 -1,36 11 292 -6,02
2026-04-27 13F PAX Financial Group, LLC 5 123 -11,18 3 061 -15,37
2026-05-15 13F Larson Financial Group LLC Put 0 -100,00 0
2026-05-11 13F E-L Financial Corp Ltd 1 266 574 -14,41 1 036 868 -18,57
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 31 -45,61 21 -42,86
2026-02-09 13F Lgl Partners, Llc 0 -100,00 0
2026-05-05 13F Seros Financial, LLC 0 -100,00 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 38 779 -0,41 23 173 -5,11
2026-05-07 13F Lowe Brockenbrough & Co Inc 27 278 -0,66 16 300 -5,35
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 1 240 -5,13 741 -9,65
2026-05-11 13F Clarendon Private LLC 492 -5,20 294 -9,85
2026-05-05 13F Premier Financial Group 31 -39,22 19 -43,75
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Korea Investment CORP 34 342 -84,73 20 521 -85,45
2026-01-29 13F Live Oak Investment Partners 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC Put 0 -100,00 0 -100,00
2026-05-15 13F Coco Enterprises, LLC 0 -100,00 0
2026-05-15 13F Harvey Partners, LLC 0 -100,00 0
2026-05-27 13F Allen Capital Group, LLC 634 -7,31 379 -11,68
2026-05-04 13F Legacy Capital Group California, Inc. 529 -15,63 316 -19,59
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 955 -19,41 571 -23,28
2026-04-13 13F Massmutual Trust Co Fsb/adv 8 096 -64,68 4 838 -66,35
2026-05-14 13F Power Wealth Management Llc 1 763 -5,37 1 053 -9,85
2026-05-08 13F Cm Wealth Advisors Llc 40 118 -0,54 23 973 -5,23
2026-05-13 13F Argent Trust Co 51 505 -1,48 30 777 -6,13
2026-04-28 13F Journey Beyond Wealth, LLC 52 427 -0,03 31 328 -4,74
2026-05-12 13F Ilmarinen Mutual Pension Insurance Co 0 -100,00 0 -100,00
2026-01-15 13F Lewis Asset Management, LLC 0 -100,00 0
2026-04-07 13F Abacus Planning Group, Inc. 30 930 -1,37 18 482 -6,03
2026-04-23 13F Howard Bailey Securities, Llc 399 -26,25 238 -29,79
2026-05-08 13F Firestone Capital Management 1 278 -0,31 764 -4,98
2026-05-11 13F CacheTech Inc. 16 354 -3,20 9 772 -7,77
2026-05-08 13F Creekmur Asset Management LLC 953 -47,46 570 -48,74
2026-04-23 13F RIA Advisory Group LLC 449 -3,23 269 -7,59
2026-04-20 13F New Hampshire Trust 1 846 -57,94 1 103 -59,92
2026-04-21 13F Welch Group, LLC 8 775 -12,00 5 244 -16,15
2026-04-16 13F XML Financial, LLC 8 980 -0,98 5 366 -5,64
2026-04-15 13F Trust Point Inc. 6 945 -38,66 4 150 -41,56
2026-05-15 13F/A Arrowroot Family Office, LLC 6 466 -17,63 3 864 -21,53
2026-04-21 13F Nemes Rush Group LLC 1 618 -7,96 967 -12,34
2026-05-11 13F Allianz Asset Management GmbH 388 153 -2,77 231 941 -7,35
2026-05-12 13F Atlantic Union Bankshares Corp 10 841 -19,87 6 478 -23,64
2026-02-17 13F Man Group plc 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 679 381 -15,19 405 964 -19,19
2026-02-13 13F Abbot Financial Management, Inc. 0 -100,00 0
2026-04-22 13F Aegis Wealth Management LLC 3 071 -3,21 1 835 -7,74
2026-05-13 13F B & T Capital Management DBA Alpha Capital Management 1 006 -9,53 601 -13,77
2026-05-05 13F Frisch Financial Group, Inc. 9 348 -0,26 5 586 -4,97
2026-05-07 13F Hanover Advisors Inc 8 144 -0,02 4 867 -4,74
2026-05-12 13F Bank of Jackson Hole Trust 265 -5,02 158 -9,20
2026-05-06 13F Sterling Financial Planning, Inc. 337 -0,59 201 -5,19
2026-05-01 13F New Republic Capital, LLC 2 872 -12,31 1 716 -16,42
2026-04-27 13F BIP Wealth, LLC 109 676 -56,41 65 537 -58,47
2026-05-13 13F NFP Retirement, Inc. 21 215 -0,73 12 677 -5,42
2026-05-08 13F STAR Financial Bank 0 -100,00 0
2026-05-12 13F Fielder Capital Group LLC 1 814 -40,78 1 084 -43,59
2026-05-14 13F Redwood Financial Network Corp 0 -100,00 0
2026-04-20 13F Up Capital Management, Inc. 21 193 -13,93 12 664 -17,99
2026-05-05 13F Cedarwood Wealth LLC 5 438 -1,68 3 250 -7,78
2026-04-27 13F Kelman-Lazarov, Inc. 2 832 -1,26 1 692 -5,90
2026-05-13 13F Connective Capital Management, LLC 0 -100,00 0
2026-05-12 13F Cahill Financial Advisors Inc 2 441 -0,08 1 459 -4,77
2026-05-07 13F New Insight Wealth Advisors 792 -3,77 474 -8,33
2026-05-12 13F Strategy Asset Managers Llc 1 131 -3,08 676 -7,66
2026-04-21 13F E&G Advisors, LP 4 736 -0,34 2 830 -5,07
2026-05-07 13F Lakeshore Financial Planning, Inc. 30 803 -16,61 18 407 -20,55
2026-04-13 13F Newman Dignan & Sheerar, Inc. 12 296 -2,11 7 347 -6,73
2026-04-24 13F National Asset Management, Inc. 20 215 -1,88 11 743 -9,10
2026-04-24 13F Franklin, Parlapiano, Turner & Welch, LLC 111 614 -1,22 72 690 1,13
2026-05-15 13F Armis Advisers, LLC 18 535 -0,20 12 649 13,89
2026-05-07 13F Ofc Financial Planning, Llc 25 213 -0,38 15 066 -5,08
2026-04-16 13F Standpoint Asset Management, LLC 110 600 -3,49 66 089 -8,04
2026-05-20 13F Cadia Private Client LLC 26 960 -0,35 16 110 -5,05
2026-04-17 13F Novare Capital Management Llc 1 417 -7,26 847 -11,69
2026-04-20 13F Godsey & Gibb Associates 156 -4,29 93 -8,82
2026-05-05 13F Helium Advisors LLC 10 407 -6,18 6 218 -10,60
2026-06-04 13F Midwest Financial Network, LLC 11 181 -15,34 6 681 -19,33
2026-05-08 13F Curtis Advisory Group, LLC 699 -10,61 418 -14,90
2026-05-14 13F/A Leo H. Evart, Inc. 3 759 -23,86 2 246 15,84
2026-04-29 13F Red Crane Wealth Management, Llc 8 062 -1,48 4 818 -6,12
2026-04-27 13F DSG Capital Advisors, LLC 1 675 -3,01 1 001 -9,01
2026-05-15 13F Fwl Investment Management, Llc 100 -16,67 60 -21,33
2026-05-14 13F Twin Tree Management, LP 0 -100,00 0 -100,00
2026-05-14 13F Brown Brothers Harriman & Co 34 932 -37,29 20 874 -40,25
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-04-08 13F Gainplan LLC 8 787 -40,66 5 250 -43,46
2026-04-17 13F Burns J W & Co Inc/ny 1 948 -0,66 1 164 -5,37
2026-04-22 13F Janney Montgomery Scott LLC 386 585 -2,32 231 -6,85
2026-04-30 13F Graetz Wealth LLC 14 857 -10,11 8 878 -14,36
2026-05-08 13F Leisure Capital Management 1 042 -38,49 623 -41,43
2026-04-10 13F Financial Partners Group, Inc 1 824 -4,15 1 090 -10,00
2026-05-15 13F Advisor Group Holdings, Inc. 1 237 277 -5,03 739 956 -9,53
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