IVE - iShares Trust - iShares S&P 500 Value ETF Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

iShares Trust - iShares S&P 500 Value ETF
CL ˙ SNSE ˙ US4642874089
Statistici de bază
Proprietari instituționali 1736 total, 1733 long only, 0 short only, 3 long/short - change of 2,54% MRQ
Alocarea medie a portofoliului 0.7282 % - change of -3,04% MRQ
Acțiuni instituționale (lung) 184.687.154 (ex 13D/G) - change of -5,73MM shares -3,01% MRQ
Valoare instituțională (lungă) $ 37.764.499 USD ($1000)
Proprietatea instituțională și acționarii

iShares Trust - iShares S&P 500 Value ETF (CL:IVE) are 1736 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 184,687,154 acțiuni. Cei mai mari acționari includ Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Cetera Investment Advisers, Stifel Financial Corp, and Ameriprise Financial Inc .

iShares Trust - iShares S&P 500 Value ETF (SNSE:IVE) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

Scorul de sentiment al fondului

Scorul de sentiment al fondului (fka Ownership Accumulation Score) găsește acțiunile care sunt cele mai cumpărate de fonduri. Este rezultatul unui model cantitativ sofisticat, multifactorial, care identifică companiile cu cele mai înalte niveluri de acumulare instituțională. Modelul de scoring utilizează o combinație între creșterea totală a proprietarilor dezvăluiți, modificările alocărilor de portofoliu în acești proprietari și alte valori. Numărul variază de la 0 la 100, numerele mai mari indicând un nivel mai ridicat de acumulare pentru semenii săi, iar 50 fiind media.

Frecvența actualizării: zilnic

Consultați Ownership Explorer, care oferă o listă a companiilor cu cel mai înalt rang.

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Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

Actualizare pentru a debloca date premium și a exporta în Excel .

Data fișierului Sursă Investitor Tip Preț mediu
(Est)		 Acțiuni Δ Acțiuni
(%)		 Raportat
Valoare
(1000 USD)		 Valoarea Δ
(%)		 Port Alloc
(%)
2026-04-09 13F Avenue 1 Advisors, LLC 1.976 7,16 417 6,65
2026-04-13 13F Ironwood Wealth Management, Inc. 65.861 -0,42 14.297 -0,56
2026-04-21 13F Financial Consulate, Inc 316 0,00 67 -1,49
2026-05-12 13F/A Signature Securities Group Corporation 24.445 1,87 5.162 1,41
2026-04-27 13F Strathmore Capital Advisors, Inc. 1.301 287
2026-04-21 13F Topsail Wealth Management, LLC 604 0,00 128 -0,78
2026-05-12 13F Rathbone Brothers plc 8.089 11,30 1.708 10,77
2026-05-15 13F MAI Capital Management 1.007.806 -0,98 212.798 -1,41
2026-05-13 13F Callan Family Office, LLC 114.342 -2,46 24.143 -2,88
2026-05-11 13F Hamrick Investment Counsel, llc 347 116,88 73 121,21
2026-05-15 13F Warren Averett Asset Management, LLC 217.708 5,06 45.969 4,61
2026-05-01 13F Hills Bank & Trust Co 1.146 0,00 242 -0,82
2026-05-04 13F One Wealth Capital Management, Llc 37.608 -12,40 8.281 -9,04
2026-05-12 13F Focused Alpha, Llc 10.310 3,34 2.177 2,88
2026-04-27 13F JB Capital LLC 808.494 -12,13 170.713 -12,51
2026-04-24 13F Financial Life Planners 555 117
2026-05-07 13F Greykasell Wealth Strategies, Inc. 576 0,00 122 -0,82
2026-04-17 13F LMG Wealth Partners, LLC 47.974 2,05 10.130 1,60
2026-05-05 13F Smith, Moore & Co. 198.903 -0,59 41.998 -1,03
2026-05-12 13F Vaughan David Investments Inc/il 1.088 0,00 0
2026-04-27 13F Greenleaf Trust 156.003 -3,19 32.940 -3,61
2026-05-04 13F Stirlingshire Investments, Inc. 2.227 -11,42 470 -11,82
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-05-08 13F Banco Santander, S.A. 33.773 10,95 7.131 10,47
2026-04-15 13F Hartford Financial Management Inc. 93 0,00 20 0,00
2026-04-13 13F Plan Group Financial, LLC 3.424 117,26 723 116,17
2026-04-30 13F Financial Freedom, LLC 96 20
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-05 13F Tucker Asset Management Llc 249 67,11 53 73,33
2026-05-13 13F Crews Bank & Trust 770 240,71 163 244,68
2026-04-08 13F Thompson Investment Management, Inc. 18.729 5,50 3.955 5,05
2026-05-04 13F Barrett & Company, Inc. 1.465 -2,01 309 -2,52
2026-04-15 13F Client 1st Advisory Group, Llc 3.539 154,42 747 154,08
2026-05-07 13F Vision Retirement, LLC 7.007 -4,17 1.480 -4,58
2026-04-30 13F CarsonAllaria Wealth Management, Ltd. 995 2,05 210 1,94
2026-05-11 13F Blue Bell Private Wealth Management, Llc 2.576 0,00 544 -0,55
2026-04-17 13F/A Founders Financial Securities Llc 4.012 -9,13 871 -6,94
2026-04-13 13F Bank of New Hampshire 1.645 0,00 347 -0,29
2026-04-13 13F Hudson Capital Management LLC 19.266 -6,31 4.068 -6,72
2026-04-22 13F JNBA Financial Advisors 200 0,00 42 0,00
2026-04-29 13F Richmond Investment Services, LLC 9.090 5,14 1.919 4,69
2026-05-15 13F PACK Private Wealth, LLC 5.205 -0,97 1.099 -1,35
2026-05-14 13F Select Asset Management & Trust 997 -16,85 0
2026-04-28 13F Fortis Capital Advisors, LLC 0 -100,00 0
2026-04-22 13F Truefg, Llc 1.145 0,00 242 -0,41
2026-04-29 13F Cary Street Partners Financial Llc 4.675 -1,79 987 -2,18
2026-04-16 13F Triad Wealth Partners, LLC 260.257 30,59 54.953 30,02
2026-04-08 13F Miracle Mile Advisors, LLC 277.079 -16,06 58.505 -16,42
2026-05-01 13F Diversify Wealth Management, Llc 99.596 29,81 22.002 32,29
2026-05-14 13F Fortis Advisors, LLC 1.568 0,00 331 -0,60
2026-04-14 13F Zrc Wealth Management, Llc 1.010 0,30 213 0,00
2026-04-28 13F Probity Advisors, Inc. 297.151 1,54 62.743 1,10
2026-05-15 13F Silver Grove Financial Group, Inc. 7.389 -2,29 1.560 -0,06
2026-04-28 13F Tempus Wealth Planning, LLC 11.055 48,21 2.334 47,63
2026-04-16 13F Sterling Investment Counsel, LLC 9.811 -6,38 2.072 -6,80
2026-05-12 13F Strategic Wealth Partners, Ltd. 923 -13,33 195 -13,78
2026-05-13 13F Tobias Financial Advisors, Inc. 9.058 -37,87 1.913 -38,14
2026-04-15 13F Founders Grove Wealth Partners, Llc 26.751 -0,22 5.649 -0,65
2026-05-05 13F Correct Capital Wealth Management 1.334 0,00 282 -0,35
2026-04-27 13F Qrg Capital Management, Inc. 3.535 -17,85 746 -18,20
2026-04-22 13F Aspire Private Capital, LLC 7.066 -11,25 1.492 -11,61
2026-05-01 13F Castle Wealth Management Llc 9.708 0,01 2.050 -0,44
2026-05-12 13F Cheviot Value Management, LLC 22 0,00 5 0,00
2026-05-07 13F Koss-Olinger Consulting, LLC 92.755 -33,51 19.585 -33,80
2026-06-03 13F DBK Financial Counsel, LLC 6.154 -1,88 1.299 -2,33
2026-05-15 13F Quadcap Wealth Management, LLC 3.209 1,23 678 0,74
2026-05-05 13F Clarity Asset Management, Inc. 585 -1,18 123 -1,60
2026-05-06 13F LPL Financial LLC Put 0 -100,00 0 -100,00
2026-05-14 13F Us Bancorp \de\ 196.475 -57,91 41.487 -58,09
2026-04-01 13F Bangor Savings Bank 1.303 -0,15 275 -0,36
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 4.271 -4,17 902 -4,66
2026-05-05 13F Putnam Fl Investment Management Co 2.328 -34,05 492 -34,36
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 512 0,00 108 0,00
2026-05-14 13F Permanent Capital Management, LP 1.551 -1,08 347 4,22
2026-05-05 13F D.a. Davidson & Co. 15.354 -3,88 3.242 -4,28
2026-04-30 13F Mascoma Wealth Management LLC 638 0,00 135 -0,74
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 2.240 -2,18 473 -2,47
2026-05-15 13F Morgan Stanley 14.923.957 -2,32 3.151.194 -2,75
2026-05-15 13F Strive Financial Group ,LLC 142 0,00 30 0,00
2026-04-09 13F VERITY Wealth Advisors 3.448 -0,12 728 -0,55
2026-05-15 13F CI Private Wealth, LLC 125.808 2,35 26.492 1,63
2026-05-12 13F Resurgent Financial Advisors LLC 7.092 -12,84 1.497 -13,22
2026-05-06 13F Cornerstone Planning Group LLC 34.367 33,10 7.691 37,68
2026-05-04 13F Mml Investors Services, Llc 1.721.079 -18,18 363.406 -18,54
2026-05-11 13F TD Capital Management LLC 236 -14,80 50 -15,52
2026-05-14 13F Tempo Wealth, LLC 3.441 11,07 727 10,50
2026-04-24 13F Old Peak Finance LLC 1.908 0,00 403 -0,50
2026-04-27 13F Koshinski Asset Management, Inc. 9.134 0,84 1.929 0,42
2026-05-12 13F Chesapeake Asset Management Llc 61 0,00 13 0,00
2026-05-14 13F Baird Financial Group, Inc. 255.631 -13,19 53.976 -13,57
2026-05-15 13F MidFirst Bank 10.056 -6,52 2.123 -6,93
2026-04-09 13F Peterson Wealth Advisors, LLC 1.715 -9,11 362 -9,50
2026-05-11 13F Elevation Wealth Management LLC 2.561 -5,81 541 -6,25
2026-04-20 13F Inscription Capital, LLC 960 0,31 203 0,00
2026-05-11 13F Canopy Partners, LLC 5.296 0,00 1.118 -0,45
2026-05-13 13F South Plains Financial, Inc. 7.016 0,00 1.481 -0,40
2026-04-28 13F Golden State Wealth Management, LLC 11.273 74,15 2.380 73,47
2026-02-12 13F Litman Gregory Asset Management LLC 1.185 0,00 251 2,87
2026-04-30 13F Beacon Financial Group 5.235 -5,59 1.105 -5,96
2026-05-15 13F Jones Financial Companies Lllp 585.731 21,12 121.629 18,59
2026-05-15 13F Turim 21 Investimentos Ltda. 929 -22,97 71 -18,60
2026-05-06 13F WoodTrust Financial Corp 1.203 0,00 0
2026-04-20 13F CWA Asset Management Group, LLC 1.494 -0,99 316 -1,56
2026-04-30 13F First Horizon Corp 6.028 -0,12 1.273 -0,55
2026-04-17 13F Krilogy Financial LLC 6.743 12,27 1.474 13,04
2026-04-28 13F Berger Financial Group, Inc 1.170 -22,05 247 -22,33
2026-05-05 13F Quartz Partners, LLC 3.574 42,73 755 42,00
2026-04-06 13F CX Institutional 208.906 -33,06 44 -33,33
2026-05-01 13F Coordinated Financial Services, Inc. 2.550 -5,59 538 -5,94
2026-05-07 13F Commonwealth Financial Services, LLC 1.332 -90,15 281 -90,20
2026-04-14 13F West Branch Capital LLC 1.355 0,00 286 -0,35
2026-04-17 13F Brown, Lisle/cummings, Inc. 913 0,00 193 -0,52
2026-05-07 13F Fedenia Advisers LLC 4.772 -52,17 1.008 -52,41
2026-05-08 13F Maia Wealth LLC 43.477 -7,63 9.180 -10,93
2026-05-08 13F Valeo Financial Advisors, LLC 17.894 -7,44 3.778 -7,83
2026-04-22 13F Kapstone Financial Advisors LLC 1.380 0,07 291 -0,34
2026-04-14 13F Prospera Financial Services Inc 30.090 5,17 6.355 4,70
2026-01-20 13F Austin Private Wealth, LLC 329.691 38,55 69.918 42,28
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 14.775 0,90 3.120 0,45
2026-05-12 13F Alerus Financial Na 951 0,00 201 -0,50
2026-05-14 13F Hilltop Holdings Inc. 7.951 -24,86 1.679 -25,19
2026-04-21 13F Sage Financial Management Group, Inc. 1.071 0,00 226 -0,44
2026-04-20 13F Greenup Street Wealth Management Llc 209.290 4,46 44.192 4,00
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 35.716 -1,42 7.541 -1,85
2026-05-13 13F WealthCollab, LLC 436 -4,80 92 -5,15
2026-04-21 13F Founders Capital Management 607 0,00 128 0,00
2026-05-15 13F Advisor Group Holdings, Inc. 686.613 -7,41 145.140 -7,80
2026-05-13 13F Anson Capital, Inc. 19.347 2,29 4.085 1,84
2026-05-07 13F TrustWell Financial Advisors, LLC 1.249 0,00 264 -0,38
2026-04-29 13F Renasant Bank 4.134 -51,56 873 -51,80
2026-05-11 13F First National Bank Of Omaha 5.677 -4,75 1.179 -7,39
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-05-15 13F Hyundai Investments Co., Ltd. 1.653 -24,86 343 -26,87
2026-04-13 13F Total Investment Management Inc 11.043 2,21 2.332 1,75
2026-05-15 13F Cape Investment Advisory, Inc. 4.410 1,01 931 0,65
2026-05-13 13F Boston Family Office Llc 5.743 0,00 1 0,00
2026-05-15 13F Van Diest Capital, LLC 1.044 -23,80 221 -24,14
2026-05-12 13F Bellwether Advisors, LLC 2.717 -1,38 574 -1,88
2026-05-01 13F Beverly Hills Private Wealth, LLC 1.939 -12,66 409 -12,98
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 129.776 -0,46 27.402 -0,89
2026-04-21 13F Family Wealth Group, LLC 9.101 18,56 1.922 18,07
2026-04-15 13F Cranbrook Wealth Management, LLC 23.384 -1,55 4.938 -1,99
2026-05-08 13F Riverwater Partners LLC 0 -100,00 0
2026-05-15 13F Lazard Asset Management Llc 1.150 0,00 243 -0,41
2026-05-15 13F Harbour Investments, Inc. 282.613 594,11 59.674 591,14
2026-04-27 13F Beacon Advisors Holdings, Llc 9.597 -0,27 2.026 -0,69
2026-04-08 13F Heritage Family Offices, LLP 2.518 20,02 532 19,33
2026-05-04 13F IFC Advisors LLC 1.054 0,00 223 -0,45
2026-04-30 13F Simplicity Wealth,LLC 40.117 1,74 8.471 1,30
2026-04-10 13F Armstrong Advisory Group, Inc 1.303 0,00 275 -0,36
2026-04-15 13F Merit Financial Group, LLC 101.369 -1,78 21.404 -2,21
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 4.118 869
2026-04-22 13F Kennedy Investment Group 4.602 -11,86 972 -12,29
2026-05-14 13F Guilbault Capital LLC 13.682 3,50 2.889 3,03
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 700 0,00 148 -0,68
2026-04-15 13F NorthAvenue LLC 89 0,00 19 0,00
2026-05-09 13F MSH Capital Advisors LLC 20.563 3,34 4.342 2,89
2026-05-13 13F Ubs Asset Management Americas Inc 34.158 178,93 7.212 177,71
2026-04-16 13F Strategic Advisory Partners, Llc 2 0
2026-05-14 13F Hazlett, Burt & Watson, Inc. 16.081 56,08 3 50,00
2026-05-13 13F BCJ Capital Management, LLC 119.949 -0,07 25.327 -0,50
2026-04-07 13F Investment Partners Asset Management, Inc. 1.200 0,00 253 -0,39
2026-04-16 13F Consolidated Planning Corp 1.240 -11,17 262 -11,82
2026-05-11 13F Fourth Dimension Wealth, LLC 200 0,00 42 0,00
2026-05-22 13F Independent Wealth Advisors LLC 1.697 0,18 358 -0,28
2026-04-20 13F Financial Enhancement Group LLC 78.069 146,01 17.245 150,86
2026-05-04 13F Mosaic Advisors LLC 2.844 627
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-22 13F Romano Brothers And Company 1.272 -5,50 269 -5,96
2026-02-17 13F High Falls Advisors, Inc 166.772 42,11 35.367 45,94
2026-04-16 13F Klaas Financial Asset Advisors, LLC 7.665 -0,13 1.618 -0,55
2026-04-06 13F GAMMA Investing LLC 1.568 -11,51 331 -11,73
2026-05-15 13F Pinney & Scofield, Inc. 91 -3,19 19 0,00
2026-04-21 13F Red Tortoise LLC 112 0,90 24 0,00
2026-05-11 13F RiverFront Investment Group, LLC 1.561 0,00 330 -0,60
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 261 0,00 55 0,00
2026-05-08 13F Sofos Investments, Inc. 120 0,00 25 0,00
2026-05-15 13F Brown Advisory Inc 28.609 1,88 6.041 1,43
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 540.233 5,02 114 4,59
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 156.320 -30,20 33.007 -30,50
2026-04-23 13F Farmers & Merchants Investments Inc 7.119 -1,03 1.503 -1,44
2026-05-04 13F Oasis Advisors, LLC 0 -100,00 0
2026-05-13 13F Tiemann Investment Advisors, Llc 8.484 -0,43 1.791 -0,89
2026-04-17 13F Essex Savings Bank 3.191 0,00 674 -0,44
2026-04-29 13F SilverOak Wealth Management LLC 99.931 0,23 21.101 -0,20
2026-05-11 13F Salomon & Ludwin, LLC 186.041 -2,07 39.415 -3,34
2026-05-12 13F CIBC Bancorp USA Inc. 16.177 -35,74 3.416 -34,30
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-12 13F M Holdings Securities, Inc. 15.000 8,61 3 50,00
2026-05-06 13F World Equity Group, Inc. 6.123 -9,94 1.293 -10,34
2026-05-13 13F Visionary Wealth Advisors 2.186 -4,08 462 -4,55
2026-05-15 13F Aufman Associates Inc 1.308 -10,78 276 -10,97
2026-04-13 13F Hm Payson & Co 1.191 0,00 251 -0,40
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 1.662 0,00 351 -5,15
2026-05-05 13F Journey Advisory Group, LLC 2.314 -0,47 489 -1,01
2026-04-28 13F Stephens Inc /ar/ 7.413 0,26 1.565 -0,13
2026-05-07 13F MONECO Advisors, LLC 1.934 1,15 408 0,74
2026-05-12 13F Partners Capital Investment Group, Llp 5.352 0,38 1.130 0,00
2026-04-22 13F Evensky & Katz LLC 5.229 -0,15 1 0,00
2026-04-13 13F Pettinga Financial Advisors, LLC 148.510 -7,14 31.358 -7,54
2026-04-17 13F Mainstream Capital Management LLC 1.143 -1,80 241 -2,03
2026-04-09 13F Goelzer Investment Management, Inc. 3.049 95,20 644 94,26
2026-04-14 13F Legacy Trust 1.304 -1,51 275 -1,79
2026-05-07 13F Tidemark, LLC 4.641 -2,54 980 -2,87
2026-04-09 13F Adirondack Capital Advisors, LLC 36.200 -0,38 7.644 -0,82
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 50.216 93,12 10.603 92,27
2026-05-13 13F Elm Partners Management LLC 7.811 0,26 1.622 -1,88
2026-05-01 13F Pacific Asset Management, LLC 960 0,31 203 0,00
2026-05-12 13F Advocacy Wealth Management Services, LLC 510.593 -2,80 107.812 -3,22
2026-05-13 13F Peck Wealth Management, LLC 194 0,00 41 -2,44
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 3.582 18,53 756 18,13
2026-04-21 13F Oak Wealth Advisors LLC 0 -100,00 0
2026-04-15 13F Financial Management Professionals, Inc. 85 0,00 18 -5,56
2026-04-21 13F Wesbanco Bank Inc 19.871 -2,13 4.196 -2,56
2026-04-20 13F Jfs Wealth Advisors, Llc 130.730 6,58 27.604 6,11
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 0 -100,00 0
2026-05-04 13F Integrity Wealth Solutions LLC 3.327 1,31 702 0,86
2026-01-29 13F Comerica Bank 341.229 -5,44 72.364 -2,90
2026-05-15 13F Laird Norton Trust Company, Llc 64.177 -0,76 13.551 -1,20
2026-04-22 13F Vicus Capital 32.184 -2,58 6.796 -3,00
2026-05-06 13F HighMark Wealth Management LLC 5.742 0,10 1.212 -0,33
2026-05-18 13F Genesis Financial Group, LLC 2.150 1,90 454 1,34
2026-04-13 13F First Hawaiian Bank 84.945 -17,86 17.936 -18,22
2026-05-05 13F Cullen/frost Bankers, Inc. 91.290 -0,19 19.276 -0,63
2026-05-15 13F Rehmann Capital Advisory Group 716.711 4,71 151.335 3,89
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13.749 4,22 2.903 3,79
2026-05-05 13F Legacy Advisors, LLC 6.482 0,00 1.369 -0,44
2026-04-30 13F BRYN MAWR TRUST Co 65.116 2,51 13.749 2,07
2026-05-07 13F Centerpoint Advisors, LLC 38.460 -0,80 8 0,00
2026-04-22 13F Avantra Family Wealth, Inc. 6.855 -3,57 1.447 -3,98
2026-04-16 13F Blue Zone Wealth Advisors, LLC 6.667 31,27 1.408 30,64
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 62.423 1.515,08 13.181 1.509,28
2026-05-15 13F Talisman Wealth Advisors LLC 6.734 34,46 1.422 33,43
2026-04-24 13F Michels Family Financial, LLC 5.316 -0,06 1.122 -0,44
2026-05-12 13F Daybright Advisory Services, Inc. 14.327 -1,52 3.025 -1,94
2026-05-11 13F RWM Asset Management, LLC 439 93
2026-05-14 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-04-10 13F Centurion Wealth Management LLC 25.662 4,14 5.418 3,67
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 3.748 -50,41 791 -51,59
2026-04-21 13F Huntleigh Advisors, Inc. 1.245 -24,59 263 -25,14
2026-04-13 13F 5T Wealth, LLC 30.920 -1,27 6.529 -1,67
2026-04-15 13F Occidental Asset Management, LLC 68.122 0,97 14.384 0,53
2026-05-06 13F Hamilton Point Investment Advisors, LLC 294 0,00 62 0,00
2026-05-12 13F Absolute Capital Management, LLC 26.841 24,94 5.668 24,39
2026-04-01 13F Burkett Financial Services, Llc 7.884 -3,39 1.665 -3,82
2026-04-21 13F Magnolia Private Wealth, LLC 1.231 260
2026-04-20 13F Sowell Financial Services LLC 18.479 5,48 3.902 5,01
2026-04-08 13F Arlington Trust Co LLC 49.297 0,80 10.409 0,37
2026-04-20 13F Chatterton & Associates Inc. 25.531 16,34 5.542 19,11
2026-04-22 13F Bravera Wealth 0 -100,00 0
2026-04-14 13F Lee-Kelleher Wealth Management 3.754 2,93 793 2,46
2026-04-15 13F Single Point Partners, LLC 1.299 0,00 274 -0,36
2026-05-11 13F Rossby Financial, LCC 1.024 26,89 217 26,32
2026-05-06 13F Fidelis Capital Partners, LLC 4.584 0,00 968 -0,51
2026-04-20 13F Independent Wealth Network Inc. 2.826 -9,91 597 -10,38
2026-05-15 13F Excelsior Advisor Network LLC 5.655 3,06 1.194 2,67
2026-05-13 13F Mairs & Power Inc 1.143 0,00 241 -0,41
2026-06-03 13F/A Wealthquest Corp 1.466 0,00 310 -0,32
2026-05-13 13F Calton & Associates, Inc. 13.765 -4,12 2.906 -4,53
2026-05-11 13F Linscomb & Williams, Inc. 3.222 -1,17 680 -1,59
2026-04-02 13F Fulcrum Equity Management 4.075 -14,16 860 -14,51
2026-04-23 13F Analyst IMS Investment Management Services Ltd. 2.091 0,00 0
2026-05-14 13F CIBC World Markets Inc. 4.604 10,14 972 9,71
2026-05-15 13F Resources Management Corp /ct/ /adv 24 0,00 0
2026-04-20 13F Longview Financial Advisors, Inc. 1.143 0,35 241 0,00
2026-04-27 13F Evolution Wealth Management Inc. 1.770 -12,89 374 -13,26
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 4.594 -8,30 970 -8,76
2026-04-16 13F True Vision MN LLC 49.229 -2,87 10.395 -3,29
2026-05-06 13F IMA Wealth, Inc. 595 35,84 126 35,87
2026-05-11 13F Foundations Investment Advisors, LLC 1.111.650 10,98 234.725 10,50
2026-04-13 13F Arwa Llc 10.637 51,35 2.309 54,97
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-05-04 13F Rogco, Lp 18.926 0,00 3.996 -0,42
2026-04-28 13F Bogart Wealth, LLC 873 85,74 184 85,86
2026-05-01 13F Clientfirst Wealth Management, LLC 4.066 0,00 859 -0,46
2026-05-11 13F Allianz Asset Management GmbH 6.500 1.372
2026-05-13 13F Bank Of Montreal /can/ 292.133 -1,57 61.684 -1,99
2026-04-29 13F Financial Life Advisors 166.962 0,46 35.254 0,03
2026-04-16 13F Southern Capital Advisors, Llc 20.691 1,02 4.369 0,58
2026-05-12 13F Icon Wealth Advisors, LLC 275.383 -3,58 60.835 0,44
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-05-04 13F Westside Investment Management, Inc. 75 50,00 16 50,00
2026-05-15 13F Weaver Consulting Group 1.855 27,67 392 26,95
2026-05-08 13F Vanguard National Trust Co 3.407 719
2026-04-20 13F Courier Capital Llc 295.197 0,03 62.331 -0,40
2026-04-24 13F Courage Miller Partners, LLC 1.547 0,00 327 -0,61
2026-04-29 13F Efficient Advisors, LLC 25.815 -3,08 5.451 -3,51
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-22 13F Joel Isaacson & Co., LLC 7.854 54,24 1.658 53,66
2026-05-05 13F Woodmont Investment Counsel Llc 1.806 0,00 381 -0,26
2026-04-14 13F Beacon Investment Advisory Services, Inc. 337 71
2026-04-30 13F Independence Bank of Kentucky 1.387 0,00 293 -0,68
2026-04-21 13F Instrumental Wealth, Llc 71.538 1,79 15.105 -3,15
2026-05-11 13F Pathstone Holdings, LLC 116.061 1,55 24.506 1,11
2026-05-15 13F Sonoma Private Wealth LLC 11.425 21,05 2.412 20,54
2026-05-26 13F Summit Financial Wealth Advisors, LLC 1.431 0,00 302 -0,33
2026-05-07 13F AlTi Global, Inc. 11.816 3,17 2.495 2,76
2026-05-14 13F HighPoint Advisor Group LLC 3.856 -3,94 814 -4,35
2026-04-15 13F Optivise Advisory Services LLC 1.753 6,70 370 6,32
2026-04-21 13F Morton Capital Management LLC/CA 2.649 -17,86 559 -18,16
2026-05-04 13F Alta Wealth Advisors LLC 17.390 48,93 3.672 48,26
2026-05-13 13F Keystone Financial Group 27.706 8,91 5.850 8,45
2026-05-18 13F Cim, Llc 1.232 0,33 260 0,00
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-05-11 13F Commerce Bank 76.408 649,98 16.134 646,90
2026-05-15 13F Clark Capital Management Group, Inc. 0 -100,00 0
2026-05-06 13F Keystone Financial Services 122.866 21,73 25.943 21,21
2026-05-04 13F Principal Financial Group Inc 16.251 -25,43 3.431 -25,75
2026-05-12 13F Atlantic Union Bankshares Corp 3.545 -1,45 748 -1,84
2026-05-12 13F Moneta Group Investment Advisors Llc 370.632 1,87 78.259 1,43
2026-04-21 13F Trust Co Of Virginia /va 2.638 0,00 557 -0,36
2026-05-13 13F Alpha Financial Partners, LLC 1.262 266
2026-04-22 13F Janney Montgomery Scott LLC 1.349.230 -8,28 285 -8,68
2026-04-29 13F Rockwood Wealth Management, LLC 1.785 2,70 377 2,45
2026-05-14 13F Bridgewealth Advisory Group, LLC 961 0,31 203 -0,49
2026-05-13 13F Old North State Trust, LLC 1.784 0,00 0
2026-04-22 13F Sutton Place Investors Llc 13.403 4,63 2.830 4,20
2026-05-04 13F Calamos Wealth Management LLC 596.353 1,87 125.920 1,43
2026-05-04 13F Lifeworks Advisors, LLC 5.798 -7,54 1.224 -7,90
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 418.113 -7,64 88.285 -8,04
2026-05-13 13F Mpwm Advisory Solutions, Llc 12.218 2.580
2026-05-15 13F Ascent Group, LLC 398.536 -6,60 84.151 -7,00
2026-05-14 13F JustInvest LLC 6.002 6,23 1.267 5,76
2026-04-27 13F Fulton Breakefield Broenniman Llc 2.850 6,38 602 5,81
2026-02-13 13F Colony Group, LLC 1.225.078 134,32 259.801 140,63
2026-04-21 13F Decker Retirement Planning Inc. 0 -100,00 0
2026-05-07 13F Legacy Wealth Managment, LLC/ID 653 -8,29 138 -8,67
2026-04-09 13F ASL Financial, LLC 4.289 35,21 906 34,67
2026-04-24 13F Vision Financial Markets Llc 6 0,00 1 0,00
2026-05-15 13F Peapack Gladstone Financial Corp 174.314 14,04 37 12,50
2026-04-16 13F Fiduciary Advisors, Inc. 1.162 6,12 245 5,60
2026-02-17 13F Snowden Capital Advisors LLC 63.158 10,93 13.394 13,92
2026-05-08 13F Idaho Trust Bank 6.770 -0,24 1.429 -0,69
2026-05-14 13F Keebeck Wealth Management, LLC 49.609 -7,15 10.475 -7,56
2026-04-08 13F First Heartland Consultants, Inc. 30.038 -6,53 6.343 -6,93
2026-04-10 13F Magnus Financial Group LLC 17.701 -15,08 3.738 -15,45
2026-04-14 13F Affiance Financial, LLC 1.917 0,00 405 -0,49
2026-04-08 13F Community Financial Services Group, LLC 100 21
2026-05-12 13F Azimuth Capital Investment Management LLC 6.190 17,06 1.307 16,59
2026-04-15 13F BDFS Capital LLC 5.160 3,37 1.090 2,93
2026-04-17 13F Berman McAleer LLC 4.582 0,00 967 -0,41
2026-04-16 13F Heck Capital Advisors, LLC 13.679 -58,81 2.888 -58,99
2026-04-24 13F Flagship Private Wealth, LLC 4.327 1,81 914 1,33
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 7.614 -2,37 1.608 -2,78
2026-05-15 13F Two Sigma Investments, Lp 0 -100,00 0
2026-05-13 13F First Trust Advisors Lp 23.423 -0,59 4.946 -1,02
2026-05-07 13F Carl P. Sherr & Co., LLC 4.018 0,00 848 -2,75
2026-05-01 13F Cosner Financial Group, LLC 86.757 0,09 18.319 -0,34
2026-05-11 13F Exit Wealth Advisors, LLC. 3.536 61,24 747 60,78
2026-05-13 13F Family Office Research LLC 1.326 0,08 280 -1,06
2026-04-29 13F Sather Financial Group Inc 1.268 -4,80 268 -5,32
2026-05-14 13F Pennington Partners & Co., Llc 990 0,00 209 0,00
2026-05-15 13F Perennial Investment Advisors, LLC 7.930 -0,34 1.675 -0,77
2026-01-16 13F Five Oceans Advisors 0 -100,00 0
2026-05-15 13F PSI Advisors, LLC 2.495 102,19 527 101,53
2026-04-23 13F Members Wealth Llc 3.254 0,93 716 2,29
2026-04-27 13F HB Wealth Management, LLC 45.806 -7,38 9.672 -7,78
2026-04-15 13F Corundum Trust Company, INC 1.130 239
2026-04-13 13F Lee Financial Co 6.851 -10,97 1.447 -11,34
2026-05-14 13F Traynor Capital Management, Inc. 44.811 -3,13 9.304 -5,15
2026-05-11 13F Bailard, Inc. 7.676 -8,97 1.621 -9,40
2026-04-22 13F Investment Advisory Group, LLC 18.032 0,46 3.807 0,03
2026-05-05 13F SOUTH STATE Corp 4.374 2,77 924 2,33
2026-04-30 13F Millstone Evans Group, LLC 715 0,00 151 -0,66
2026-05-14 13F Mill Creek Capital Advisors, LLC 9.805 -19,85 2.070 -20,20
2026-04-27 13F Leelyn Smith, LLC 0 -100,00 0
2026-04-29 13F KERR FINANCIAL PLANNING Corp 2.508 -4,49 552 -4,17
2026-06-03 13F CoreFirst Bank & Trust 355 0,00 75 -1,33
2026-05-07 13F First National Trust Co 2.346 -0,55 495 -1,00
2026-05-08 13F Grand Wealth Management, Llc 130 -7,14 27 -6,90
2026-05-14 13F RMG Wealth Management LLC 120 27
2026-04-21 13F Alpine Bank Wealth Management 24.899 -0,18 5.257 -0,61
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-04-23 13F Scissortail Wealth Management, LLC 111.026 67,45 23.443 66,74
2026-05-04 13F Rodgers & Associates, LTD 48.283 -0,69 10.195 -1,13
2026-05-15 13F Point72 Asset Management, L.P. 0 -100,00 0 -100,00
2026-04-13 13F LexAurum Advisors, LLC 6.143 22,37 1.297 25,19
2026-05-15 13F Point72 Asset Management, L.P. Put 0 -100,00 0 -100,00
2026-04-30 13F Indivisible Partners 3.537 0,00 747 -0,53
2026-05-13 13F Brinker Capital Investments, LLC 155.810 -15,56 32.899 -15,93
2026-05-14 13F StoneX Group Inc. 8.246 -77,44 1.740 -77,56
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-27 13F DB Fitzpatrick & Co, Inc 95 0,00 20 0,00
2026-05-13 13F Capital Advisor Network LLC 1.646 348
2026-05-11 13F Daymark Wealth Partners, Llc 33.450 -8,68 7.063 -9,09
2026-05-11 13F Wells Fargo & Company/mn 6.213.297 -0,81 1.311.937 -1,24
2026-05-04 13F Pacific Point Advisors, LLC 3.964 0,00 837 -0,48
2026-04-29 13F Proactive Wealth Strategies LLC 1.405 297
2026-04-17 13F Ballentine Capital Advisors, Inc 2.493 0,00 526 -0,38
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 967 -25,67 191 -19,49
2026-04-23 13F Moss Adams Wealth Advisors LLC 4.525 0,00 955 -0,42
2026-05-06 13F Quadrant Private Wealth Management, LLC 70.489 -3,45 14.884 -3,87
2026-05-11 13F Tulsa Wealth Advisors, INC 2.032 429
2026-04-02 13F Crumly & Associates Inc. 1.009 0,00 213 0,00
2026-04-21 13F PDS Planning, Inc 948 200
2026-04-24 13F Essex Financial Services, Inc. 9.502 0,22 2.006 -0,20
2026-05-11 13F Manchester Capital Management LLC 1.693 0,00 357 -0,56
2026-05-08 13F Aviso Wealth Management 1.964 -9,99 415 -10,39
2026-04-13 13F Massmutual Trust Co Fsb/adv 338 -34,75 71 -34,86
2026-04-13 13F Armstrong, Fleming & Moore, Inc 2.047 0,00 432 -0,46
2026-05-15 13F Family Management Corp 616 -10,07 130 -10,34
2026-04-23 13F Strategic Point Investment Advisors, LLC 245.027 1,36 51.737 0,92
2026-05-12 13F Baker Avenue Asset Management, LP 217.688 1,90 45.965 1,46
2026-05-15 13F Walsh & Associates, LLC 118 -6,35 25 -7,69
2026-04-06 13F Old Port Advisors 995 210
2026-04-16 13F Aurora Private Wealth, Inc. 2.250 0,00 0
2026-05-04 13F Bleakley Financial Group, LLC 12.455 7,99 2.630 7,48
2026-04-23 13F Oppenheimer & Co Inc 43.151 15,35 9.111 14,85
2026-05-06 13F Intentional Wealth Strategies, LLC 172 36
2026-05-14 13F Twin Focus Capital Partners, Llc 23.930 -32,25 5.053 -32,55
2026-05-01 13F Wilian Securities, LLC 0 -100,00 0
2026-05-06 13F Oxford Financial Group Ltd 7.518 -56,85 1.587 -57,04
2026-04-13 13F Arcadia Investment Advisors Llc 21.157 -0,93 4.467 -1,35
2026-04-15 13F Michael Brady & Co., LLC 1.018 0,00 215 -0,47
2026-05-15 13F EFG International AG 12.069 181,85 2.549 180,62
2026-04-23 13F Powell Investment Advisors, LLC 157.994 1,55 33.360 1,11
2026-04-24 13F United Community Bank 1.672 -2,62 353 -3,02
2026-04-24 13F Newton One Investments LLC 1.735 -0,97 366 -1,35
2026-05-13 13F Ankerstar Wealth, LLC 205 -0,49 43 0,00
2026-04-16 13F Annex Advisory Services, LLC 1.823 0,05 385 -0,52
2026-04-16 13F Polianta Ltd 0 -100,00 0
2026-04-08 13F Afg Fiduciary Services Limited Partnership 12.122 0,03 2.579 0,00
2026-05-15 13F IHT Wealth Management, LLC 19.113 18,97 4.036 18,43
2026-05-14 13F Financial Engines Advisors L.L.C. 227.910 -1,51 48.123 -1,93
2026-04-20 13F Provenance Wealth Advisors, LLC 4.727 0,00 998 -0,40
2026-04-22 13F Wiser Advisor Group LLC 883 -12,49 186 -12,68
2026-04-13 13F Neumann Capital Management, LLC 9.209 -2,95 1.944 -3,38
2026-05-12 13F Operose Advisors LLC 12.560 -0,70 2.652 -1,12
2026-05-14 13F Capital Analysts, Inc. 103.218 -0,13 22 0,00
2026-05-05 13F Regions Financial Corp 239.759 2,42 50.625 1,98
2026-04-28 13F Interactive Financial Advisors 1.357 -5,17 287 -5,61
2026-04-23 13F Narwhal Capital Management 92.784 0,00 19.591 -0,43
2026-05-13 13F Jaffetilchin Investment Partners, LLC 7.275 -0,74 1.536 -1,16
2026-05-05 13F Kickstand Ventures, Llc. 22.220 6,45 4.692 5,99
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1.792 0,00 386 -0,52
2026-04-27 13F GenTrust, LLC 10.900 0,00 2.302 -0,43
2026-05-07 13F Advisor OS, LLC 3.242 684
2026-05-01 13F Hohimer Wealth Management, Llc 5.656 -30,62 1.194 -30,90
2026-05-08 13F Stonebridge Financial Planning Group, LLC 8.124 -0,83 1.715 -1,27
2026-04-21 13F Chapin Davis, Inc. 5.298 -5,02 1.119 -5,41
2026-05-14 13F Retiremitten Financial Llc 161 34
2026-05-13 13F Transcend Wealth Collective, Llc 11.138 -6,11 2.352 -6,52
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 30.896 0,30 6.524 -0,14
2026-05-06 13F Aviance Capital Partners, LLC 1.020 0,00 215 -0,46
2026-05-11 13F Wells Fargo & Company/mn Put 100 21
2026-05-27 13F/A Maripau Wealth Management Llc 8.768 -10,98 1.851 -11,35
2026-04-16 13F Balboa Wealth Partners 1.235 3,35 261 2,77
2026-04-24 13F Private Advisor Group, LLC 302.973 -8,48 63.973 -8,88
2026-05-04 13F LJI Wealth Management, LLC 2.153 -10,22 455 -10,63
2026-04-09 13F Kwmg, Llc 123.773 3,40 26.135 2,95
2026-05-05 13F Plante Moran Financial Advisors, LLC 3.304 0,00 698 -0,43
2026-05-06 13F Durante & Waters, Llc 7.719 -7,49 1.630 -7,91
2026-02-17 13F Sherman Porfolios, Llc 0 -100,00 0
2026-05-08 13F Zions Bancorporation, National Association /ut/ 1.318 0,00 278 -0,36
2026-04-14 13F Sterling Investment Advisors Llc /adv 23.511 -1,95 4.965 -2,38
2026-05-01 13F Midwest Trust Co 15.901 0,49 3.357 0,06
2026-05-04 13F Sigma Planning Corp 107.919 1,80 22.787 1,36
2026-04-15 13F Journey Strategic Wealth Llc 6.149 -6,12 1.298 -6,55
2026-04-17 13F Amarillo National Bank 265.494 2,73 56.059 2,28
2026-04-17 13F Webster Bank, N. A. 1.193 0,00 252 -0,79
2026-05-15 13F Glen Eagle Advisors, LLC 19.280 -4,38 4.071 -4,82
2026-05-11 13F Great Lakes Advisors, Llc 12 -94,00 3 -95,24
2026-02-05 13F Center for Financial Planning, Inc. 117 -25,48 25 -25,00
2026-04-24 13F Cabot Wealth Management Inc 2.292 8,52 484 8,05
2026-05-14 13F VestGen Advisors, LLC 55.281 45,48 12.426 54,19
2026-05-18 13F Chesapeake Wealth Management 1.313 -3,81 277 -4,15
2026-04-28 13F Stratos Wealth Advisors, LLC 4.660 -8,77 984 -9,14
2026-05-15 13F Larson Financial Group LLC 2.016 1,92 426 1,43
2026-05-05 13F Capital Investment Advisory Services, LLC 1.710 -8,26 361 -8,61
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 5.662 -6,54 1.196 -6,93
2026-04-28 13F WESPAC Advisors, LLC 6.459 -27,60 1.364 -27,92
2026-04-10 13F YHB Investment Advisors, Inc. 35.879 0,37 7.576 -0,07
2026-05-14 13F First Commonwealth Financial Corp /pa/ 20.504 110,32 4.329 109,43
2026-05-14 13F LifePlan Investment Advisors, Inc. 21.242 23,72 4.485 23,18
2026-04-21 13F Colony Family Offices, LLC 154 -43,59 33 -43,86
2026-04-22 13F Finley Financial, LLC 8.835 0,00 1.866 -0,43
2026-04-23 13F Interchange Capital Partners, LLC 11.526 -36,60 2.210 -42,68
2026-04-29 13F CFS Investment Advisory Services, LLC 34.708 -15,98 7.667 -12,49
2026-05-13 13F Natixis Advisors, L.p. 72.158 4,26 15 7,14
2026-05-01 13F Sachetta, LLC 8.943 0,06 1.888 -0,37
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 276 0,00 58 0,00
2026-04-27 13F Level Wealth Management LLC 1.930 0,00 408 -0,49
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-04-24 13F hemming& Wealth Management, Inc. 53.000 -37,98 11.191 -38,26
2026-04-16 13F Quotient Wealth Partners, LLC 23.740 -1,31 5.013 -1,74
2026-04-08 13F Towerpoint Wealth, LLC 5.368 -0,07 1.133 -0,53
2026-05-13 13F/A Jpmorgan Chase & Co 17.182.077 -8,35 3.567.515 -10,27
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 1.999 -5,93 422 -6,22
2026-04-15 13F Curbstone Financial Management Corp 2.374 0,00 501 -0,40
2026-05-14 13F Empower Advisory Group, LLC 2.532 -2,47 535 -2,91
2026-01-21 13F SJS Investment Consulting Inc. 0 -100,00 0
2026-04-29 13F CVA Family Office, LLC 3.627 0,00 766 -0,52
2026-05-15 13F Imprint Wealth LLC 996 -9,95 210 -10,26
2026-05-12 13F Disciplined Investments, LLC 2.955 0,00 624 -0,48
2026-02-12 13F CIBC Private Wealth Group, LLC 20.873 -12,12 4.427 -9,77
2026-05-06 13F Angeles Wealth Management, Llc 2.191 7,35 463 6,94
2026-05-11 13F Lcnb Corp 1.720 0,00 363 -0,27
2026-05-15 13F Evergreen Wealth Solutions, LLC 1.903 402
2026-04-30 13F Hsbc Holdings Plc 2.000 -49,37 422 -49,58
2026-04-07 13F Signaturefd, Llc 3.687 21,28 779 20,81
2026-04-21 13F ADG Wealth Management Group, LLC 95.344 50,41 20.132 49,75
2026-05-18 13F Ashton Thomas Securities, Llc 27.590 5.822
2026-05-07 13F Rice Partnership, LLC 440 17,33 93 16,46
2026-04-28 13F Golden State Equity Partners 7.350 111,45 1.552 110,58
2026-05-13 13F ShoreHaven Wealth Partners, LLC 1.895 -7,70 400 -8,05
2026-04-20 13F Eagle Strategies LLC 4.629 11,97 977 11,53
2026-04-29 13F WealthPLAN Partners, LLC 19.585 -11,92 4.135 -12,30
2026-04-13 13F Professional Financial Advisors, LLC 7.495 22,61 1.583 22,07
2026-05-06 13F DecisionPoint Financial, LLC 573 0,00 121 -0,83
2026-05-08 13F SHP Wealth Management 733 -0,95 155 -1,28
2026-04-24 13F Swmg, Llc 99.492 -8,76 21.008 -13,25
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 57.729 1,38 12.243 4,11
2026-04-15 13F Krs Capital Management, Llc 1.495 0,00 316 -0,63
2026-04-20 13F First PREMIER Bank 614 0,00 0
2026-05-01 13F Welch & Forbes Llc 2.600 0,00 549 -0,54
2026-05-12 13F Independent Advisor Alliance 28.609 1.003,74 6.041 1.000,18
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 2.561 541
2026-04-24 13F Bayban 100 0,00 21 0,00
2026-04-24 13F Keybank National Association/oh 193.455 -4,40 40.848 -4,82
2026-05-13 13F GeoWealth Management, LLC 8.233 -5,44 1.738 -5,85
2026-02-26 13F/A Blackston Financial Advisory Group, LLC 0 -100,00 0
2026-04-17 13F Certified Advisory Corp 5.186 -4,69 1.095 -5,12
2026-04-28 13F/A FLP Wealth Management, LLC 3.608 18,22 762 17,62
2026-04-09 13F Camelot Technology Advisors, Inc. 3.080 -0,74 650 -1,22
2026-04-27 13F Independent Solutions Wealth Management, LLC 72.579 -3,42 15.325 -3,84
2026-05-12 13F Stokes Family Office, LLC 121.242 -21,58 25.600 -21,93
2026-04-23 13F Bestgate Wealth Advisors, LLC 1.158 0,00 245 -0,41
2026-05-14 13F Atomi Financial Group, Inc. 19.227 169,74 4.060 168,63
2026-05-07 13F Capital Performance Advisors Llp 1.000 211
2026-05-11 13F West Wealth Group, LLC 245.287 14,39 51.793 13,89
2026-05-15 13F Bank Of America Corp /de/ 9.457.775 1,97 1.997.009 1,52
2026-04-10 13F OMNI 360 Wealth, Inc. 9.827 28,04 2.075 24,34
2026-05-08 13F LaSalle St. Investment Advisors, LLC 14.585 64,25 3.080 307.800,00
2026-05-04 13F Two West Capital Advisors LLC 11.553 6,87 2.552 11,34
2026-05-08 13F Mathes Company, Inc. 950 0,00 0
2026-05-06 13F Hurley Capital, LLC 130 -45,15 28 -46,00
2026-05-07 13F University Of Texas/texas Am Investment Managment Co 20 0,00 4 0,00
2026-05-01 13F Silver Oak Advisory Group, Inc. 1.026 0,00 0
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 2.285 -12,92 482 -13,31
2026-05-13 13F Cove Private Wealth, LLC 982 207
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 181.105 83,61 36.757 72,30
2026-05-06 13F Florin Court Capital LLP 6.200 -73,84 1.309 -73,96
2026-04-21 13F Waterway Wealth Management, LLC 131.716 -14,80 18.798 -20,63
2026-05-12 13F Processus Wealth & Capital Management, LLC 1.820 -1,62 384 -2,04
2026-04-29 13F Bank Of Stockton 50.741 -7,06 10.714 -7,47
2026-05-08 13F Glenview Trust Co 9.516 19,19 2.009 18,67
2026-04-23 13F Harbor Investment Advisory, Llc 21.116 2,54 4.459 2,11
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 123 0,00 26 -3,85
2026-05-08 13F Bruce G. Allen Investments, LLC 46 10
2026-05-13 13F Geometric Wealth Advisors 3.587 0,62 757 0,13
2026-02-13 13F Itau Unibanco Holding S.A. 0 -100,00 0
2026-01-12 13F AllSquare Wealth Management LLC 5 0,00 1
2026-05-13 13F BlackRock, Inc. 2.593.920 -11,72 547.706 -12,10
2026-05-14 13F Coign Capital Advisors LLC 14.655 4,49 3.094 4,03
2026-02-12 13F Leigh Baldwin & Co., Llc 0 -100,00 0 -100,00
2026-05-13 13F Monetary Management Group Inc 1.500 0,00 317 -0,63
2026-04-15 13F Milestone Asset Management, Llc 4.582 968
2026-04-30 13F Stegner Investment Associates Inc. 16.258 -0,28 3.433 -0,72
2026-05-08 13F Pnc Financial Services Group, Inc. 2.271.013 -3,09 479.524 -3,51
2026-05-13 13F Parkside Financial Bank & Trust 1.415 0,00 299 -0,67
2026-04-28 13F Integrated Advisors Network LLC 40.873 63,58 8.630 62,89
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 6.980 -4,61 1.474 -5,03
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-04-15 13F Hilltop Wealth Advisors, Llc 20.288 -2,85 4.284 -3,27
2026-04-28 13F Ntv Asset Management Llc 2.015 -6,93 425 -7,41
2026-05-11 13F Resolute Wealth Advisor, Inc. 53.933 11.388
2026-05-08 13F M1 Capital Management LLC 92.474 13,96 19.526 13,46
2026-05-22 13F WNY Asset Management, LLC 2.844 -1,08 601 1,18
2026-05-11 13F Insight Advisors, LLC/ PA 3.101 -69,44 655 -69,61
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-03-05 13F Bush Investment Group, Llc 20.919 44,58 4.436 48,51
2026-05-06 13F Hallmark Capital Management Inc 57 0,00 12 0,00
2026-05-11 13F Seeds Investor Llc 6.122 352,14 1.332 363,76
2026-05-11 13F Cadinha & Co Llc 5.990 -2,47 1.265 -2,92
2026-04-24 13F Horizon Wealth Management, LLC 79.148 7,61 16.712 7,15
2026-04-16 13F Ballast Rock Private Wealth LLC 3.380 0,12 714 -0,28
2026-04-22 13F Mason & Associates, LLC 6.451 -2,46 1.362 -2,85
2026-05-04 13F First Foundation Advisors 23.435 14,66 4.948 14,17
2026-05-01 13F Mutual Advisors, LLC 61.292 8,87 12.942 8,39
2026-05-06 13F Crescent Grove Advisors, LLC 6.140 -1,84 1.297 -2,26
2026-05-08 13F Gen-Wealth Partners Inc 48.851 4,25 10.315 3,79
2026-05-05 13F Wagner Wealth Management, Corp 2.424 4,66 512 4,07
2026-05-15 13F Gotham Asset Management, LLC 9.091 35,02 1.920 34,48
2026-04-14 13F Nbc Securities, Inc. 1.810 -3,21 382 -3,54
2026-05-06 13F VSM Wealth Advisory, LLC 2.330 0,13 492 -0,20
2026-05-12 13F First Western Trust Bank 2.308 4,62 487 4,28
2026-05-15 13F Alliancebernstein L.p. 37.311 0,63 7.913 0,62
2026-05-14 13F Bank Of Nova Scotia 8.873 17,45 1.874 16,92
2026-05-14 13F Regal Investment Advisors LLC 94.899 -6,93 20.038 -7,33
2026-04-17 13F AdvisorNet Financial, Inc 8.279 -2,31 1.748 -2,73
2026-05-06 13F Diversified Portfolios, Inc. 7.225 0,00 1.526 -0,46
2026-05-13 13F Lido Advisors, LLC 1.944.079 4,35 410.493 6,12
2026-04-22 13F Caldwell Trust Co 700 -5,79 148 -6,37
2026-05-15 13F Cresset Asset Management, LLC 41.390 4,40 8.739 3,95
2026-04-08 13F Cambridge Financial Group, LLC 1.408 0,00 297 10,82
2026-05-07 13F Grandfield & Dodd, Llc 1.848 0,00 390 -0,26
2026-04-08 13F Lynch & Associates/in 2.750 0,00 581 -0,51
2026-04-07 13F CoreCap Advisors, LLC 106.473 40,53 22.482 39,92
2026-04-14 13F Spence Asset Management 1.193 0
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 3.098 18,47 654 18,05
2026-04-15 13F Parsons Capital Management Inc/ri 1.120 1,17 236 0,85
2026-04-17 13F Union Savings Bank 1.838 0,00 388 -0,26
2026-05-15 13F Legend Capital Advisors LLC 1.972 0,00 416 -0,48
2026-05-14 13F Vivaldi Capital Management, LLC 1.433 0,21 303 -0,33
2026-05-04 13F SJA Financial Advisory, LLC 51.963 0,11 10.972 -0,32
2026-04-21 13F Encompass Wealth Advisors, Llc 171.699 -0,39 36.254 -0,82
2026-05-15 13F Quantinno Capital Management LP 48.569 25,56 10.255 25,02
2026-06-04 13F/A Chelsea Counsel Co 20 0,00 4 0,00
2026-05-15 13F Van Den Berg Management I, Inc 18 -5,26 4 -25,00
2026-04-09 13F Planned Solutions, Inc. 1.267 0,00 268 -0,37
2026-04-17 13F United Advisor Group, LLC 10.863 2,34 2.294 1,87
2026-05-07 13F Allium Financial Advisors, Llc 1.887 0,00 398 -0,50
2026-05-21 13F Verus Capital Partners, Llc 28.264 -4,16 5.968 -4,56
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 4.538 0,00 958 -0,42
2026-05-07 13F MidAtlantic Capital Management, Inc. 5.209 0,00 1.100 -0,45
2026-02-10 13F Vantus Wealth LLC 11.859 2.515
2026-05-05 13F Crestwood Advisors Group LLC 13.665 25,25 2.885 24,73
2026-04-13 13F Shira Ridge Wealth Management 1.004 -3,37 212 -4,09
2026-05-06 13F Gray Private Wealth, LLC 16.591 -0,50 3.503 -0,93
2026-04-23 13F Caliber Wealth Management, LLC / KS 27.466 1,19 5.799 0,75
2026-02-13 13F Capula Management Ltd 0 -100,00 0
2026-05-07 13F First Command Advisory Services, Inc. 4.182 0,00 883 -0,34
2026-04-27 13F Cape Ann Savings Bank 1.176 0,00 248 -0,40
2026-05-08 13F Russell Investments Group, Ltd. 3.966 36,95 838 36,32
2026-02-04 13F Timonier Family Office, LTD. 1.573 0,00 334 2,78
2026-05-14 13F Vident Advisory, LLC 3.540 57,05 748 56,28
2026-04-22 13F AtlasMark Financial, Inc 37.560 0,00 7.965 0,00
2026-05-13 13F Caitlin John, LLC 1.517 0,00 320 -0,31
2026-05-14 13F Neuberger Berman Group LLC 4.527 -5,25 956 -5,73
2026-05-08 13F Evolution Wealth Advisors, LLC 1.460 0,00 308 -0,32
2026-05-11 13F Brooklyn FI, LLC 1.571 0,71 332 0,30
2026-05-06 13F ProVise Management Group, LLC 1.719 0,00 363 -0,55
2026-04-30 13F Conning Inc. 5.390 -13,44 1.138 -13,79
2026-05-15 13F Smartleaf Asset Management LLC 11.611 4,43 2.411 1,52
2026-04-21 13F Mayport, Llc 4.110 868
2026-04-28 13F Appleton Partners Inc/ma 1.440 0,00 0
2026-05-13 13F Lloyd Advisory Services, LLC. 2.370 -54,05 500 -54,25
2026-04-30 13F Verdence Capital Advisors LLC 2.447 3,91 517 3,41
2026-05-15 13F Michelson Medical Research Foundation, Inc. 51.905 0,00 10.960 -0,44
2026-05-01 13F Compass Financial Services Inc 1.909 1,27 403 1,00
2026-05-11 13F Per Stirling Capital Management, LLC. 105.494 -0,85 22.275 -1,29
2026-01-21 13F Greenhouse Wealth Management, LLC 0 -100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 165.861 -19,10 35.022 -19,45
2026-05-19 13F McIlrath & Eck, LLC 175 0,00 37 -2,70
2026-04-13 13F IFP Advisors, Inc 152.743 71,78 32.252 71,03
2026-04-02 13F Hilltop National Bank 6.307 -9,86 1.332 -10,25
2026-04-15 13F Fortitude Family Office, LLC 10.300 -0,95 2.175 -1,41
2026-05-14 13F Venture Visionary Partners LLC 5.413 -5,83 1.143 -6,23
2026-05-13 13F First Citizens Bank & Trust Co 16.129 -26,49 3.406 -26,81
2026-04-24 13F RKL Wealth Management LLC 16.533 -4,90 3.491 -5,29
2026-04-30 13F Yukon Wealth Management, Inc. 11.187 4,78 2.362 0,13
2026-05-05 13F HighTower Advisors, LLC 663.680 0,62 140.143 0,19
2026-04-27 13F Pensionmark Financial Group, Llc 238.627 -0,63 50.386 -1,06
2026-04-09 13F Park Place Capital Corp 4.777 -48,97 1.009 -49,22
2026-05-04 13F Savant Capital, LLC 91.374 9,52 19.294 9,04
2026-04-21 13F Gilpin Wealth Management, Llc 115 10,58 24 9,09
2026-04-09 13F Veracity Capital LLC 3.552 -9,06 750 -9,42
2026-05-12 13F WCG Wealth Advisors LLC 65.691 25,42 13.871 24,87
2026-04-16 13F BridgePort Financial Solutions, LLC 14.835 -17,73 3.132 -18,10
2026-04-21 13F RCS Financial Planning, LLC 4.854 -80,34 1.025 -80,45
2026-04-09 13F Diversified Management Inc 1.086 0,37 229 0,00
2026-05-11 13F Beacon Capital Management, LLC 14.701 1.425,00 3.104 1.421,57
2026-05-13 13F Hirtle Callaghan & Co LLC 9.468 -0,39 1.999 -0,79
2026-05-14 13F Betterment LLC 357.479 -3,31 75 -3,85
2026-04-27 13F HTG Investment Advisors, Inc. 7.705 1.627
2026-05-06 13F 71 West Capital Partners 2.660 14,46 562 14,02
2026-05-15 13F Transamerica Financial Advisors, Inc. 10.051 -1,13 2.122 -1,53
2026-05-18 13F Graney & King, LLC 193 0,00 41 0,00
2026-04-08 13F Asempa Wealth Advisors 5.120 3,08 1.083 2,75
2026-05-01 13F Associated Banc-corp 69.159 2,88 14.603 2,43
2026-04-13 13F Kelly Financial Services LLC 119.082 -7,61 25.063 -8,31
2026-04-10 13F Putney Financial Group LLC 1.236 0,00 261 -0,76
2026-05-08 13F Millington Financial Advisors, LLC 3.326 0,09 732 -0,81
2026-04-28 13F Robertson Stephens Wealth Management, LLC 34.306 1,20 7.244 0,77
2026-05-06 13F Ascent Wealth Partners, LLC 26.113 15,92 5.514 15,41
2026-05-12 13F Tiaa Trust, National Association 657 -96,52 139 -96,55
2026-01-28 13F United Asset Strategies, Inc. 0 -100,00 0 -100,00
2026-05-11 13F HBK Sorce Advisory LLC 8.925 3,82 2.001 4,82
2026-05-14 13F Morse Asset Management, Inc 200 -6,54 42 -6,67
2026-04-27 13F GDS Wealth Management 2.844 3,99 601 3,45
2026-04-21 13F Unique Wealth, Llc 1.777 1,14 375 0,81
2026-05-06 13F Gryphon Financial Partners LLC 14.661 2,10 3.096 1,64
2026-04-27 13F Capital Advisors Inc/ok 4.070 -1,93 859 -2,39
2026-05-19 13F Front Row Advisors LLC 560 0,00 118 0,00
2026-05-12 13F Ellis Investment Partners, LLC 12.437 -2,14 2.626 -2,56
2026-04-17 13F Legacy Wealth Partners, LLC 5.740 -9,39 1.212 -9,75
2026-05-04 13F Sfam, Llc 96 0,00 20 0,00
2026-04-29 13F Cary Street Partner Investment Advisory Llc 7.620 -5,91 1.609 -6,35
2026-05-11 13F Knuff & Co LLC 175 0,00 37 -2,70
2026-04-21 13F Old National Bancorp /in/ 25.136 -5,23 5.307 -5,64
2026-04-28 13F Whittier Trust Co Of Nevada Inc 8.373 0,00 1.781 -1,60
2026-04-20 13F Thoma Capital Management LLC 120.937 9,81 25.536 9,33
2026-05-15 13F Blue Chip Partners, Inc. 1.407 -12,66 297 -12,90
2026-05-05 13F Tortoise Investment Management, LLC 27.846 -3,25 5.880 -3,67
2026-05-13 13F Keystone Wealth Services, LLC 2.938 33,85 620 33,33
2026-04-15 13F Guardian Financial Partners, LLC 4.662 0,32 984 -0,10
2026-04-21 13F Merkkuri Wealth Advisors LLC 12.743 -4,64 2.691 -5,05
2026-05-01 13F Rossmore Private Capital 211 0,00 45 0,00
2026-04-28 13F Quent Capital, LLC 2.526 -11,62 533 -12,05
2026-05-12 13F Edgar Lomax Co/va 20.740 -24,73 4.379 -25,06
2026-04-09 13F Shulman DeMeo Asset Management LLC 3.251 0,09 686 -0,29
2026-05-15 13F Fmr Llc 818.444 -0,20 172.815 -0,63
2026-05-14 13F Bernard Wealth Management Corp. 345 0,00 73 -1,37
2026-05-07 13F Arsenal Capital Advisors LLC 3.646 0,00 770 -0,52
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-16 13F Brookstone Capital Management 139.963 -2,31 29.553 -2,73
2026-05-15 13F Leslie Global Wealth, LLC 9.826 2.075
2026-04-17 13F Murphy & Mullick Capital Management Corp 352 0,00 74 0,00
2026-05-13 13F Triumph Capital Management 1.037 -47,71 219 -48,10
2026-02-13 13F Barclays Plc 265.987 0,56 56.408 3,26
2026-05-13 13F Monograph Wealth Advisors, Llc 5.315 0,00 1.122 -0,44
2026-05-11 13F Sage Mountain Advisors LLC 2.362 -0,46 499 -0,99
2026-04-29 13F Tilson Financial Group, Inc. 27.063 -0,17 5.714 -0,61
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-04-14 13F Pictet & Cie (Europe) SA 62.947 0,00 13.291 -0,43
2026-05-15 13F NorthRock Partners, LLC 155.844 -4,66 32.906 -5,07
2026-05-12 13F IPG Investment Advisors LLC 5.094 32,55 1.076 32,06
2026-04-16 13F GEN Financial Management, INC. 2.294 0,00 484 -0,41
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 5.246 -4,17 1.108 -4,57
2026-04-27 13F Truist Financial Corp 559.319 -5,23 118.100 -5,64
2026-05-11 13F Legacy Edge Advisors, LLC 3.126 -16,17 660 -16,46
2026-05-15 13F Keating Financial Advisory Services, Inc. 170 10,39 36 9,38
2026-04-13 13F Amplius Wealth Advisors, LLC 0 -100,00 0
2026-02-25 13F Westshore Wealth, LLC 0 -100,00 0
2026-05-08 13F United Financial Planning Group LLC 42 0,00 9 0,00
2026-05-15 13F Okabena Investment Services Inc 2.400 0,00 507 -0,39
2026-04-22 13F Beacon Financial Planning, Inc 1.708 17,15 361 16,50
2026-04-29 13F Navalign, LLC 1.623 -1,64 343 -2,01
2026-02-11 13F Viewpoint Capital Management LLC 0 -100,00 0
2026-04-17 13F Atlas Brown,Inc. 3.004 7,09 634 6,73
2026-04-27 13F Soltis Investment Advisors LLC 35.708 4,94 7.540 4,48
2026-05-06 13F Modera Wealth Management, LLC 72.597 -3,32 15.329 -3,74
2026-05-12 13F Colonial Trust Co / SC 657 0,00 139 -0,72
2026-04-24 13F Bedminster, LLC 995 -20,27 210 -20,45
2026-04-22 13F Western Financial Corp/CA 1.423 2,45 300 2,04
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 3.442 0,38 727 -0,14
2026-05-14 13F Northern Trust Corp 187.139 -1,61 39.514 -2,04
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-04-14 13F Patriot Investment Management Inc. 9.237 0,00 1.950 -0,41
2026-05-06 13F Greenwood Gearhart Inc 7.706 20,41 1.627 19,90
2026-06-02 13F Blue Edge Capital, LLC 76.110 2,98 16.071 2,53
2026-04-17 13F Fifth Third Wealth Advisors LLC 1.722 -10,27 364 -10,59
2026-05-11 13F Fiduciary Group LLC 1.210 0,00 256 -0,39
2026-05-15 13F Inspire Advisors, LLC 1.543 326
2026-04-24 13F Yousif Capital Management, Llc 1.101 -75,50 232 -75,83
2026-05-13 13F Avestar Capital, LLC 23.166 -0,95 4.892 -1,39
2026-05-12 13F Kovack Advisors, Inc. 7.010 -4,44 1.482 -4,69
2026-05-01 13F Fifth Third Bancorp 557.426 132,95 117.700 131,94
2026-05-14 13F Axim Planning & Wealth 1.194 1,79 252 1,61
2026-05-08 13F Truepoint, Inc. 13.638 -1,66 2.880 -2,11
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0 -100,00
2026-04-21 13F Columbus Macro, LLC 964 0,00 204 -0,49
2026-05-11 13F Sargent Investment Group, LLC 1.501 0,00 317 -0,63
2026-05-08 13F Resources Investment Advisors, LLC. 965.589 -2,46 203.884 -2,88
2026-05-07 13F Element Pointe Advisors, Llc 2.578 -5,91 544 -6,37
2026-05-15 13F Manufacturers Life Insurance Company, The 439.034 92.702
2026-04-28 13F Stratos Wealth Partners, LTD. 150.230 -1,11 31.721 -1,54
2026-04-23 13F Tarbox Family Office, Inc. 5.799 0,00 1.224 -0,41
2026-04-22 13F Stone House Investment Management, LLC 177.216 -10,96 37.419 -11,35
2026-04-27 13F Reynders McVeigh Capital Management, LLC 2.233 0,00 0
2026-04-29 13F Sageworth Trust Co of South Dakota 1.194 0,00 252 -0,40
2026-04-17 13F Cottonwood Capital Advisors, Llc 1.293 -1,45 273 -1,80
2026-04-10 13F Field & Main Bank 61 0,00 13 0,00
2026-04-13 13F Stockman Wealth Management, Inc. 2.800 0,00 591 -0,34
2026-05-15 13F Capstone Triton Financial Group, LLC 3.698 100,54 783 100,00
2026-04-30 13F Kestra Advisory Services, LLC 386.520 10,20 81.614 9,72
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 12.836 -1,41 2.710 -1,85
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 30.736 0,32 6.490 -0,12
2026-05-15 13F Aqr Capital Management Llc 49.642 19,07 10.482 18,55
2026-05-14 13F Synergy Investment Management, LLC 1.161 245
2026-04-09 13F TrueWealth Advisors, LLC 6.331 -3,18 1.337 -3,61
2026-04-20 13F Fairvoy Private Wealth, LLC 11.178 414,17 2.360 413,04
2026-04-20 13F Parkway Wealth Management Group, LLC 4.985 6,02 1.082 8,53
2026-04-22 13F Harrell Investment Partners, Llc 1.379 0,36 291 0,00
2026-05-14 13F Trustmark National Bank Trust Department 79.932 4,34 16.878 3,88
2026-05-04 13F Magnolia Capital Management Ltd 4.585 37,07 1
2026-04-16 13F Phillips Financial Management, Llc 138.943 -21,41 29.338 -21,75
2026-04-20 13F Ritholtz Wealth Management 17.494 -2,51 3.694 -2,94
2026-04-09 13F Noble Family Wealth, LLC 5.000 0,00 1.056 -0,47
2026-05-15 13F Fiduciary Trust Co 3.657 -12,78 772 -13,16
2026-04-23 13F Catalina Capital Group, LLC 8.508 -0,48 1.796 -0,88
2026-05-12 13F TD Waterhouse Canada Inc. 135.868 -17,92 28.638 -18,39
2026-05-06 13F Vista Capital Partners, Inc. 0 -100,00 0
2026-04-01 13F BancFirst Trust & Investment Management 2.204 109,90 458 104,02
2026-04-20 13F City State Bank 676 0,00 143 -0,70
2026-04-30 13F Mmbg Investment Advisors Co. 1.275 0,00 269 -0,37
2026-05-04 13F Calamos Advisors LLC 619.118 2.585,86 130.727 2.574,43
2026-05-11 13F Shoker Investment Counsel, Inc. 1.001 0,00 211 -0,47
2026-04-29 13F First Interstate Bank 1.369 289
2026-04-21 13F Signature Wealth Management Partners, LLC 96.818 -0,21 20.443 -0,65
2026-04-22 13F Smallwood Wealth Investment Management, LLC 209 0,00 44 0,00
2026-04-15 13F Aspen Investment Management Inc 1.541 1,45 0
2026-05-12 13F Hanlon Investment Management, Inc. 5.316 -15,63 1.123 -16,02
2026-05-13 13F Signature Equity Partners, LLC 1.226 -12,24 259 -12,84
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-12 13F Laurel Wealth Advisors LLC 6.157 -0,16 1.381 5,59
2026-05-13 13F Archetype Wealth Partners 1.465 -11,27 0
2026-04-28 13F LVZ Advisors, Inc. 572.662 -3,28 120.918 -3,70
2026-04-21 13F Strategic Equity Management 3.607 13,75 762 13,24
2026-04-20 13F Aegis Wealth Management, Inc. 3.877 -15,90 819 -16,27
2026-04-17 13F Trinity Wealth Management, LLC 1.110 2,59 234 2,18
2026-04-21 13F Pinnacle Associates Ltd 7.761 -5,65 1.639 -6,08
2026-05-15 13F AlphaCore Capital LLC 19.035 -0,31 4.019 -0,74
2026-04-24 13F Stock Yards Bank & Trust Co 2.503 -5,65 529 -6,05
2026-04-27 13F Meramec Financial Planners, LLC 2.141 0,09 473 -0,42
2026-05-13 13F ETF Portfolio Partners, Inc. 32.462 -5,67 6.854 -6,07
2026-02-06 13F New Millennium Group LLC 30 0,00 6 0,00
2026-04-15 13F Norden Group Llc 3.435 0,00 725 -0,41
2026-05-13 13F Dickmeyer Boyce Financial Management, Inc. 1.181 249
2026-04-27 13F CWS Financial Advisors, LLC 2.649 -2,00 559 -2,44
2026-04-03 13F Investors Research Corp 41 0,00 9 0,00
2026-04-20 13F Ronald Blue Trust, Inc. 97.730 -10,86 20.636 -11,25
2026-05-13 13F AE Wealth Management LLC 371.946 -2,90 78.537 -3,32
2026-05-07 13F Paradigm, Strategies in Wealth Management, LLC 1.580 0,00 334 -0,60
2026-02-11 13F Brandywine Global Investment Management, LLC 51 -89,55 11 -90,00
2026-04-09 13F Clarity Capital Advisors, LLC 3.639 0,00 768 -0,39
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 200.145 8,95 42.268 7,99
2026-05-14 13F Lgl Partners, Llc 1.888 0,37 399 0,00
2026-02-13 13F Sei Investments Co 39.304 0,06 8.335 2,76
2026-04-16 13F Capital Advisors, Ltd. LLC 43.998 522,41 9
2026-05-14 13F Legacy Bridge, LLC 729 0,00 154 -0,65
2026-05-01 13F BKD Wealth Advisors, LLC 20.610 1,44 4.352 1,00
2026-04-15 13F Planning Directions Inc 105.962 22.374
2026-04-24 13F KC Investment Advisors, LLC 5.935 1.253
2026-04-22 13F BigSur Wealth Management LLC 8.500 0,00 1.795 -0,44
2026-05-06 13F Deutsche Bank Ag\ 3.290 -23,26 695 -23,65
2026-05-12 13F Jane Street Group, Llc Put 0 -100,00 0 -100,00
2026-04-15 13F Cypress Wealth Services, LLC 80.372 -10,40 16.971 -10,79
2026-06-04 13F Town Capital LLC 2.901 -76,48 613 -76,60
2026-05-01 13F Guardian Wealth Advisors, LLC 20.865 -2,94 4.406 -3,36
2026-04-22 13F Riverbend Wealth Management, LLC 3.468 1,23 732 0,83
2026-05-07 13F Human Investing LLC 957 -10,64 202 -11,01
2026-05-15 13F Empowered Funds, LLC 1.754 -25,61 370 -26,00
2026-05-12 13F Awm Capital, Llc 7.361 -1,39 1.554 -1,83
2026-04-13 13F Catalyst Private Wealth, Llc 7.030 -0,62 1.484 -1,07
2026-05-11 13F Allstate Corp 14.138 0,00 2.985 -0,43
2026-05-04 13F Conservest Capital Advisors, Inc. 2.080 0,00 439 -0,45
2026-02-04 13F Pandora Wealth, Inc. 31.659 -0,66 6.714 2,01
2026-05-13 13F Kovitz Investment Group Partners, LLC 3.576 5,83 755 5,45
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-01-26 13F Thomasville National Bank 3.825 -7,83 811 -5,37
2026-05-05 13F Fisher Asset Management, LLC 10.359 -4,34 2.188 -4,75
2026-04-16 13F Davis Capital Management 112 0,00 24 0,00
2026-04-29 13F W Advisors, Llc 29.307 -3,76 6.188 -4,17
2026-04-16 13F Evolve Private Wealth, Llc 955 202
2026-04-30 13F Shakespeare Wealth Management, Inc. 2.018 0,00 426 -0,23
2026-04-10 13F Benin Management CORP 990 0,00 209 0,00
2026-05-07 13F Francis Financial, Inc. 1.553 -9,18 328 -9,39
2026-05-04 13F 1st Source Bank 3.353 18,27 708 17,64
2026-05-13 13F Garden State Investment Advisory Services LLC 1.237 8,22 261 7,85
2026-04-16 13F Capital Investment Advisors, LLC 2.568 -0,85 542 -1,28
2026-05-12 13F Waterloo Capital, L.P. 1.025 0,00 216 -0,46
2026-05-05 13F Signet Financial Management, Llc 1.260 266
2026-05-14 13F Bare Financial Services, Inc 17.853 -3,01 3.770 -3,43
2026-04-28 13F Pennsylvania Capital Management Inc /adv 5.037 0,00 1.064 -0,47
2026-05-14 13F MRP Capital Investments, LLC 76 16
2026-05-13 13F May Barnhard Investments LLC 11.368 -0,32 2.400 -0,74
2026-05-15 13F Plan A Wealth LLC 1.165 0,00 246 -0,81
2026-04-23 13F Impact Partnership Wealth, LLC 2.442 54,85 516 54,19
2026-04-21 13F J.M. Arbour, LLC 15.973 -10,55 3.373 -10,94
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 2.763 0,00 583 -0,34
2026-05-14 13F Gts Securities Llc 67.344 14.224
2026-05-07 13F Davis Selected Advisers 11.624 -90,85 2.454 -90,89
2026-05-08 13F Compass Capital Corp /ma/ /adv 1.909 428
2026-05-14 13F Pinnacle Financial Partners, Inc. 60.926 0,75 12.867 0,31
2026-04-16 13F Westmount Partners, LLC 11.689 80,33 2.468 79,62
2026-04-17 13F Provident Wealth Management, LLC 852 0,00 180 -0,56
2026-05-11 13F Eldridge Investment Advisors, Inc. 7.885 0,00 1.665 -0,48
2026-05-14 13F Plum Street Advisors, LLC 8.187 -0,10 1.729 -0,52
2026-04-08 13F High Point Wealth Management, LLC 9.715 -1,36 2.051 -1,77
2026-04-15 13F Atwood & Palmer Inc 195 0,00 41 0,00
2026-05-16 13F Sunbelt Securities, Inc. 43.751 -9,21 9.238 -9,59
2026-04-15 13F Stordahl Capital Management, Inc. 21.516 -0,29 4.543 -0,72
2026-05-08 13F Payne Capital Management, LLC 1.932 0,00 408 -0,49
2026-04-24 13F Peoples Bank /oh 21.587 -2,48 4.558 -2,90
2026-05-07 13F MA Private Wealth 9.569 27,11 2.021 26,57
2026-04-21 13F GHP Investment Advisors, Inc. 96.014 -0,78 20.273 -1,21
2026-05-11 13F Ashton Thomas Private Wealth, LLC 112.776 17,24 23.813 16,74
2026-05-11 13F L & S Advisors Inc 1.481 0,00 313 -0,64
2026-05-01 13F Wealthspire Advisors, LLC 31.081 -1,25 6.563 -1,68
2026-05-12 13F Guidance Point Advisors, LLC 61.561 -0,14 13.011 -0,57
2026-04-15 13F Bernardo Wealth Planning LLC 9.403 -0,97 1.985 -1,39
2026-05-13 13F SRS Capital Advisors, Inc. 29.096 -10,37 6.144 -10,76
2026-04-23 13F URS Advisory LLC 1.615 341
2026-05-14 13F Novak & Powell Financial Services, Inc. 3.531 -6,54 746 -6,99
2026-05-05 13F Aventura Private Wealth, LLC 249 53
2026-05-08 13F Stelac Advisory Services LLC 657 139
2026-04-22 13F Aureum Wealth Management, LLC 2.455 6,51 518 6,15
2026-05-06 13F Bartlett & Co. Wealth Management Llc 23.169 4,19 5.145 9,10
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 2.034 0,00 429 -0,46
2026-04-30 13F Sonata Capital Group Inc 11.637 21,93 2.457 21,45
2026-05-06 13F Anb Bank 1.029 -9,18 217 -9,58
2026-04-17 13F CENTRAL TRUST Co 4.212 0,05 889 -0,34
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-07 13F Cassaday & Co Wealth Management LLC 1.197.963 3,83 252.950 3,38
2026-05-15 13F Qube Research & Technologies Ltd 3.247 -54,57 686 -54,79
2026-05-13 13F Edmond De Rothschild Holding S.a. 0 -100,00 0
2026-05-12 13F Bbr Partners, Llc 6.352 0,00 1.341 -0,45
2026-05-29 13F/A Ramiah Investment Group 0 0
2026-04-16 13F Beese Fulmer Investment Management, Inc. 67.702 4,04 14.295 3,59
2026-04-27 13F Latitude Advisors, LLC 5.636 48,98 1.190 48,25
2026-04-28 13F SeaBridge Investment Advisors LLC 0 -100,00 0
2026-05-05 13F SFI Advisors, LLC 18.744 -38,18 3.958 -38,46
2026-05-14 13F Wealth Alliance 149.006 -9,86 31.463 -10,25
2026-05-15 13F Ameriprise Financial Inc 3.009.200 -2,29 638.025 -2,34
2026-03-12 13F Nalls Sherbakoff Group, Llc 1.342 16,49 285 42,00
2026-01-28 13F Dentgroup LLC 7.875 -1,19 1.670 1,52
2026-02-17 13F Running Point Capital Advisors, LLC 996 0,00 211 2,93
2026-04-28 13F Oxler Private Wealth LLC 2.956 0,27 624 -0,16
2026-04-15 13F Zullo Investment Group, Inc. 1.024 216
2026-05-11 13F Beto Financial Group, Llc 23.034 -48,34 5.150 -47,27
2026-04-28 13F FSR Wealth Management Ltd. 0 -100,00 0
2026-05-04 13F Camden National Bank 3.467 -2,78 732 -3,17
2026-05-11 13F Evermay Wealth Management Llc 1.353 0,00 286 -0,35
2026-04-28 13F Kathmere Capital Management, LLC 2.111 446
2026-05-12 13F Liberty Wealth Management Llc 128.765 18,86 27.215 18,57
2026-04-09 13F Tompkins Financial Corp 495 -41,28 105 -41,57
2026-04-29 13F Cahaba Wealth Management, Inc. 6.667 -7,08 1.408 -7,50
2026-03-31 13F Sankala Group LLC 159 0,00 33 -5,71
2026-04-29 13F Duncker Streett & Co Inc 200 0,00 42 0,00
2026-05-15 13F TRUE Private Wealth Advisors 11.604 -0,51 2.450 -0,93
2026-04-27 13F Sound Income Strategies, LLC 8.597 15,18 1.818 12,15
2026-05-18 13F Strategic Investment Advisors / MI 483 102
2026-04-22 13F Advocate Investing Services LLC 141 39,60 30 38,10
2026-05-11 13F Aprio Wealth Management, LLC 3.720 3,56 786 3,15
2026-05-15 13F Evercore Wealth Management, LLC 16.662 0,00 3.518 -0,42
2026-04-21 13F Argo Wealth Advisory, LLC 0 -100,00 0
2026-05-08 13F Oath Planning, LLC 1.457 0,41 308 0,00
2026-04-16 13F Telos Capital Management, Inc. 0 -100,00 0
2026-05-08 13F SYM FINANCIAL Corp 1.286 0,00 272 -0,37
2026-05-08 13F Align Financial, LLC 550 -99,53 116 0,00
2026-05-14 13F Gladstone Institutional Advisory LLC 59.317 -1,62 12.525 -2,05
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2026-04-09 13F Firethorn Wealth Partners, Llc 38.433 8,47 8.115 8,00
2026-05-05 13F Westover Capital Advisors, LLC 1.134 0,00 239 -0,42
2026-04-17 13F McHugh Group, LLC 1.553 3,40 328 2,83
2026-05-12 13F Smith Chas P & Associates Pa Cpas 1.697 0,00 358 -0,28
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-04-30 13F Paladin Advisory Group, LLC 302 0,00 64 -1,56
2026-05-07 13F Resolute Wealth Strategies, LLC 22.815 -1,53 4.817 -1,95
2026-04-20 13F Banque Cantonale Vaudoise 1.221 0,00 258 -0,39
2026-04-21 13F Vise Technologies, Inc. 35.528 0,00 7.534 0,00
2026-01-21 13F Persium Advisors, LLC 0 -100,00 0
2026-05-14 13F Clg Llc 10.146 0,25 2.142 -0,19
2026-04-27 13F Apeiron RIA LLC 22.453 -53,01 4.741 -54,70
2026-05-04 13F Element Wealth, LLC 2.141 2,05 452 1,80
2026-05-11 13F Haverford Trust Co 2.691 0,00 568 -0,35
2026-05-01 13F Holistic Planning, LLC 12.126 13,44 2.560 12,97
2026-05-13 13F Franklin Resources Inc 50.980 27,24 10.764 26,69
2026-04-17 13F Nottingham Advisors, Inc. 9.431 -2,73 1.991 -3,16
2026-05-13 13F Truvestments Capital Llc 100 0,00 21 0,00
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 2.858 606
2026-05-15 13F United Capital Financial Advisers, Llc 660.573 -9,70 139.528 -10,06
2026-05-01 13F Emerald Investment Partners, Llc 80.286 -6,09 16.952 -6,50
2026-05-05 13F Williams Jones Wealth Management, LLC. 1.478 0,00 312 -0,32
2026-04-08 13F Mma Asset Management Llc 53.138 -56,15 11.220 -56,34
2026-05-13 13F Forum Private Client Group LLC 8.034 12,02 1.696 11,51
2026-04-14 13F Nova Wealth Management, Inc. 15 0,00 3 0,00
2026-04-22 13F TBH Global Asset Management, LLC 2.282 482
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.371 10,41 923 9,89
2026-05-07 13F Scarborough Advisors, LLC 91.539 19.329
2026-04-22 13F Detalus Advisors, LLC 104.257 -8,93 22.014 -9,32
2026-05-13 13F/A Quadrant Capital Group Llc 5.320 -0,47 1.123 -0,88
2026-05-15 13F/A Independent Financial Group, Llc 15.534 -2,58 3.280 -2,99
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 20.963 3,69 4.426 3,24
2026-05-11 13F Citigroup Inc 115.945 9,89 24.482 9,42
2026-04-08 13F Dynamic Advisor Solutions LLC 3.363 0,63 710 0,28
2026-04-23 13F Unify Financial Advisors 12.038 29,57 2.542 28,98
2026-04-09 13F Acropolis Investment Management, LLC 53.885 1,94 11.378 1,50
2026-01-30 13F Canandaigua National Bank & Trust Co 2.253 -6,71 478 -4,22
2026-05-01 13F Arq Wealth Advisors, Llc 3.206 0,00 677 -0,44
2026-05-15 13F LTG Capital LLC 6.445 -1,50 1.361 -1,95
2026-05-14 13F Level Four Advisory Services, Llc 29.828 -0,41 6.298 -0,83
2026-04-27 13F Oarsman Capital, Inc. 1.159 -38,94 245 -39,30
2026-05-15 13F Point72 Asset Management, L.P. Call 1.700 54,55 359 53,65
2026-04-13 13F Moody Lynn & Lieberson, Llc 1.912 -9,47 404 -9,84
2026-04-22 13F Stone Point Wealth LLC 2.076 -16,36 438 -16,73
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-02-12 13F FineMark National Bank & Trust 70.134 -1,16 14.873 1,50
2026-05-08 13F Paulson Wealth Management Inc. 1.242 0,00 262 -0,38
2026-04-20 13F MBA Advisors LLC 4.385 -0,27 926 -0,75
2026-05-14 13F Coastal Bridge Advisors, LLC 2.425 28,78 512 28,32
2026-02-02 13F Heritage Financial Services, LLC 8.411 0,00 1.784 2,71
2026-05-01 13F Carnegie Capital Asset Management, LLC 2.026 -7,99 428 -8,37
2026-05-01 13F Patten & Patten Inc/tn 1.048 0,00 221 -0,45
2026-05-08 13F Elevation Advisory Partners LLC 923 200
2026-05-11 13F Integrity Advisory Solutions, LLC 18.958 15,58 4.003 15,09
2026-05-15 13F Beacon Pointe Advisors, LLC 164.883 12,80 34.815 12,31
2026-05-06 13F Windward Private Wealth Management Inc. 5.900 0,00 1.246 -0,48
2026-05-13 13F B&D White Capital Company, LLC 11.691 -2,74 2.469 -3,18
2026-05-04 13F Wealthgarden F.s. Llc 5.988 0,89 1.264 -1,86
2026-05-15 13F Ameriflex Group, Inc. 423 0,00 89 0,00
2026-05-15 13F Huntington National Bank 15.408 108.582 -4,68
2026-04-30 13F Sequoia Financial Advisors, LLC 24.575 -8,27 5.189 -8,66
2026-04-27 13F Arcadia Wealth Management, LLC 4.795 28,97 1.013 28,43
2026-05-05 13F Gallagher Capital Advisors, LLC 158.615 3.223,17 18.411 1.719,17
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 75 0,00 16 0,00
2026-04-16 13F XML Financial, LLC 0 -100,00 0
2026-05-06 13F Main Street Group, LTD 12 3
2026-05-13 13F Bank OZK 1.952 -1,31 412 -1,67
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-05-13 13F Pinnacle Financial Group, LLC / IL 3.261 0,00 689 -0,43
2026-04-21 13F Patton Albertson Miller Group, Llc 5.380 0,00 1.136 -0,44
2026-06-01 13F Integrated Investment Consultants, LLC 4.573 -1,85 966 -2,33
2026-05-05 13F LFA - Lugano Financial Advisors SA 1.400 0,00 296 -0,34
2026-05-12 13F Bnp Paribas Arbitrage, Sa 79.738 -10,85 16.837 -11,24
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-11 13F SCS Capital Management LLC 33.186 -0,07 7.007 -0,50
2026-04-16 13F Montecito Bank & Trust 5.974 -0,98 1.261 -1,41
2026-05-07 13F VisionPoint Advisory Group, LLC 2.858 603
2026-05-15 13F Wimmer Associates 1, Llc 1.650 0,00 348 -0,29
2026-04-15 13F Midwest Heritage Bank, FSB 0 -100,00 0
2026-05-12 13F Goodwin Investment Advisory 1.324 0,00 280 -0,36
2026-04-30 13F Csenge Advisory Group 69.142 -5,72 14.599 -6,13
2026-01-30 13F Oakworth Capital, Inc. 0 -100,00 0
2026-04-27 13F NorthLanding Financial Partners, LLC 9.073 -3,33 1.916 -3,77
2026-04-09 13F Lantz Financial LLC 39.099 1,27 8.256 0,83
2026-04-20 13F Hilton Head Capital Partners, LLC 120 0,00 25 0,00
2026-05-04 13F NWF Advisory Services Inc. 1.650 1,48 348 1,16
2026-05-11 13F Timmons Wealth Management, LLC 65 0,00 14 0,00
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-14 13F Klingman & Associates, LLC 2.813 38,37 594 37,59
2026-04-15 13F Home Federal Bank Of Tennessee 385.302 -2,00 81.356 -2,42
2026-04-27 13F Moneywise, Inc. 2.467 26,19 521 25,60
2026-05-01 13F Hantz Financial Services, Inc. 1.110 2,21 0
2026-05-14 13F Endeavor Private Wealth, Inc. 57.649 -4,46 12.173 -4,88
2026-04-13 13F ONE Advisory Partners, LLC 93.533 -10,55 19.749 -10,94
2026-04-27 13F BIP Wealth, LLC 4.997 -36,07 1.055 -36,33
2026-04-15 13F Archford Capital Strategies, LLC 1.399 0,00 295 -0,34
2026-05-05 13F Net Worth Advisory Group 51.942 0,25 10.967 -0,18
2026-05-14 13F Campion Asset Management LLC 1.433 0,00 303 -0,33
2026-04-22 13F MN Wealth Advisors, LLC 5.903 2,18 1.247 1,71
2026-04-08 13F Inspirion Wealth Advisors, Llc 4.256 0,00 899 -0,44
2026-04-24 13F Key FInancial Inc 3.344 0,00 706 -0,42
2026-04-16 13F Roble, Belko & Company, Inc 11.238 0,00 2 0,00
2026-05-11 13F Catalyst Financial Partners Llc 3.779 -3,05 798 -3,51
2026-05-07 13F Confluence Wealth Services, Inc. 2.445 0,00 516 -0,39
2026-05-11 13F Aptus Capital Advisors, LLC 10.063 -4,50 2.125 -4,92
2026-04-14 13F Wealthcare Advisory Partners LLC 9.768 -10,06 2.063 -10,46
2026-05-13 13F Invst, LLC 73.869 -19,55 15.597 -19,90
2026-04-24 13F TSG Advice Partners, LLC 1.738 0,12 367 -0,54
2026-04-20 13F Fonville Wealth Management LLC 6.622 -1,93 1.398 -2,31
2026-05-07 13F Hollencrest Capital Management 931 -14,98 196 -15,52
2026-05-05 13F Theory Financial Llc 25.705 -5,77 5.428 -8,37
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-04-09 13F Praetorian Wealth Management, Inc. 128.382 -0,84 27.764 1,11
2026-04-21 13F BCU Wealth Advisors, LLC 18.353 -5,50 3.875 -5,90
2026-05-07 13F Facet Wealth, Inc. 3.719 -17,15 785 -19,16
2026-05-07 13F Forum Finance Group S.A. 210 0
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 17.857 3.771
2026-04-27 13F Actinver Wealth Management, Inc. 8.864 15,06 1.872 14,57
2026-04-24 13F Able Wealth Management LLC 10.338 1,21 2.183 0,74
2026-05-05 13F Napier Financial, LLC 550 116
2026-05-07 13F Pillar Financial Advisors, LLC 450 0,00 95 0,00
2026-04-23 13F Willis Johnson & Associates, Inc. 39.521 4,28 8.345 3,82
2026-04-28 13F Raleigh Capital Management Inc. 11.342 -9,55 2.395 -9,97
2026-04-29 13F WealthPlan Investment Management, LLC 102.859 3,57 21.719 3,12
2026-05-01 13F Capital Squared Financial LLC 3.188 9,29 673 8,90
2026-05-05 13F Almanack Investment Partners, LLC. 1.045 0,00 221 -0,45
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 359 0,00 76 -1,32
2026-05-15 13F Kcm Investment Advisors Llc 2.000 0,00 422 -0,47
2026-04-16 13F Toth Financial Advisory Corp 71 0,00 15 -6,67
2026-04-14 13F SigFig Wealth Management, LLC 53.694 -5,03 11.337 -5,45
2026-04-15 13F Activest Wealth Management 3.769 0,00 796 -0,50
2026-04-27 13F Lodestar Private Asset Management Llc 5.456 -0,82 1.152 -1,20
2026-05-15 13F Fortress Financial Group, Llc 3.646 0,00 770 -0,52
2026-05-14 13F Kilter Group LLC 68.954 7,27 14.560 6,80
2026-05-12 13F Prism Planning Partners LLC 1.401 17,83 296 17,06
2026-05-04 13F J. Safra Sarasin Holding AG 4.753 0,00 987 -2,76
2026-05-15 13F Cardiff Park Advisors, Llc 2.973 0,00 628 -0,48
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 5.581 0,00 1.178 -0,42
2026-05-15 13F Cerity Partners LLC 517.501 167,27 109.269 166,11
2026-05-04 13F Legacy Financial Group LLC 96.778 -7,32 20.435 -11,47
2026-05-15 13F SIMA Wealth Partners, LLC 16.206 -2,00 3.422 -2,45
2026-05-15 13F Susquehanna International Group, Llp 33.839 28,15 7.145 27,61
2026-05-12 13F Clark Wealth Partners 565 -7,68 119 -7,75
2026-05-15 13F Susquehanna International Group, Llp Call 45.100 -22,77 9.523 -23,11
2026-01-15 13F Wealth Quarterback LLC 0 -100,00 0
2026-04-23 13F Oregon Pacific Wealth Management, LLC 4.119 0,98 870 0,46
2026-05-15 13F Susquehanna International Group, Llp Put 21.600 -7,69 4.561 -8,10
2026-05-13 13F Buckingham Strategic Partners 18.559 -19,90 3.917 -20,29
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 507 107
2026-05-01 13F Connecticut Wealth Management, LLC 4.284 -5,12 905 -5,54
2026-04-23 13F Traub Capital Management LLC 7.590 0,00 1.603 -0,44
2026-05-06 13F Private Wealth Asset Management, LLC 9.085 0,00 1.918 -0,42
2026-04-22 13F DDFG, Inc 122.712 1,73 25.911 1,29
2026-04-10 13F Cassilly Financial Group LLC 11.166 3,24 2.358 2,79
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 8.520 -2,37 1.799 -2,81
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-02-17 13F Glenmede Trust Co Na 8.218 1,23 1.743 12,61
2026-05-12 13F Crusonia Wealth Advisors LLC 9.144 0,02 1.931 -0,41
2026-05-14 13F Captrust Financial Advisors 130.653 0,93 27.587 0,49
2026-04-16 13F First Merchants Corp 86.659 -0,17 18.298 -0,60
2026-05-11 13F Camden Capital, LLC 1.053 -38,39 222 -38,67
2026-04-29 13F American Wealth Advisors, LLC 56.953 1,48 12.026 1,09
2026-04-21 13F Trilogy Capital Inc. 8.160 1,71 1.723 1,23
2026-04-27 13F Proathlete Wealth Management Llc 13 0,00 3 0,00
2026-05-15 13F Trask Adam Roland 225 48
2026-05-18 13F Edgestream Partners, L.P. 2.038 -22,04 430 -22,38
2026-06-01 13F Financial Solutions Advisory Group, Inc. 9.200 1.943
2026-04-28 13F Busey Wealth Management 2.201 0,00 465 -0,43
2026-05-12 13F Ausdal Financial Partners, Inc. 61.979 2,16 13.087 1,71
2026-01-22 13F Premier Path Wealth Partners, LLC 1.018 216
2026-05-12 13F Asset One Wealth Management LLC 973 -7,33 214 -6,99
2026-04-27 13F Exencial Wealth Advisors, Llc 37.365 -1,88 7.890 -2,30
2026-05-15 13F Equitable Holdings, Inc. 288.317 -2,28 61.143 -2,27
2026-05-13 13F O'shaughnessy Asset Management, Llc 31.764 10,04 6.707 9,56
2026-05-14 13F Harvest Investment Services, LLC 2.834 -7,45 599 -7,86
2026-05-15 13F Matrix Private Capital Group Llc 4.539 0,00 958 -0,42
2026-04-23 13F Private Wealth Management Group, LLC 7.164 0,00 1.513 -0,46
2026-05-01 13F Advisors Capital Management, LLC 3.793 -23,99 801 -24,39
2026-04-29 13F Horst & Graben Wealth Management LLC 155.140 3,37 34.140 7,18
2026-04-20 13F Breakwater Capital Group 1.715 1,42 362 1,12
2026-04-13 13F Clayton Financial Group LLC 2.282 4,20 482 3,66
2026-05-04 13F Retirement Planning Group 2.337 122,78 493 122,07
2026-05-11 13F Portland Global Advisors LLC 1.189 0,00 251 -0,40
2026-04-21 13F Venturi Wealth Management, LLC 20.380 63,20 4.303 62,50
2026-05-13 13F Northstar Asset Management Inc 1.747 0,00 369 -0,54
2026-05-06 13F Morgan Dempsey Capital Management Llc 280 0,00 59 0,00
2026-05-05 13F Prosperity Consulting Group, LLC 22.028 142,97 4.651 141,99
2026-04-17 13F Blankinship & Foster, LLC 3.824 0,00 807 -0,37
2026-04-30 13F Accredited Investors Inc. 0 -100,00 0
2026-04-17 13F Forefront Wealth Partners, LLC 16.590 6,23 3.503 5,77
2026-05-11 13F Wealth Dimensions Group, Ltd. 10.965 -3,38 2.315 -3,78
2026-04-14 13F Cornerstone National Bank & Trust Co 305 0,00 65 0,00
2026-04-28 13F Dumont & Blake Investment Advisors Llc 10.107 -4,43 2.134 106.600,00
2026-05-13 13F Kingdom Financial Group LLC. 2.370 8,57 500 7,99
2026-05-06 13F Proffitt & Goodson Inc 580 122
2026-04-24 13F Semus Wealth Partners LLC 7.388 -5,75 1.560 -6,14
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 9.199 -1,10 1.942 -1,52
2026-05-15 13F Wellspring Financial Advisors, LLC 13.216 2,68 2.790 2,24
2026-05-13 13F Heritage Wealth Advisors 19.058 0,00 4.024 -0,42
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 2.781 -28,62 587 -28,93
2026-01-06 13F Ransom Advisory, Ltd 144 31
2026-04-23 13F Daviman Financial, LLC 51.252 2,51 10.822 2,07
2026-05-07 13F Regimen Wealth, Llc 13.989 12,87 2.954 12,37
2026-04-22 13F Continuum Advisory, LLC 5.317 -2,37 1.123 -2,77
2026-04-27 13F Mosley Wealth Management 21.254 0,84 4.389 -0,09
2026-04-20 13F Kestra Private Wealth Services, Llc 101.103 5,10 21.348 4,64
2026-05-12 13F BOK Financial Private Wealth, Inc. 89.693 -2,70 18.939 -3,13
2026-04-13 13F Perennial Advisors, LLC 3.485 255,98 736 255,07
2026-04-21 13F Madson Wealth Advisors Inc 4.916 1.038
2026-04-24 13F Northwest Financial Advisors 2.137 4,40 451 3,92
2026-05-11 13F Godfrey Financial Associates, Inc. 1.492 33,57 315 27,02
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-04-07 13F Pathway Financial Advisors LLC 29.079 0,00 6.161 -2,05
2026-04-13 13F Accelerate Investment Advisors LLC 11.846 2,42 2.501 2,00
2026-04-27 13F Great Point Wealth Advisors, LLC 12.001 0,00 2.534 -0,43
2026-05-11 13F Kestra Investment Management, LLC 520.387 96,38 109.880 95,53
2026-04-15 13F Silverlake Wealth Management Llc 1.303 275
2026-05-08 13F Coldstream Capital Management Inc 9.965 -20,25 2.104 -20,60
2026-05-04 13F Archer Investment Corp 356 0,28 75 0,00
2026-04-14 13F XY Planning Network, Inc. 19.384 30,81 4.100 30,46
2026-05-07 13F Bearing Point Capital, Llc 5.197 0,00 1.097 -0,45
2026-05-12 13F Close Asset Management Ltd 6.958 0,00 1 0,00
2026-04-30 13F Acorn Wealth Advisors, LLC 1.201 -23,16 254 -23,56
2026-04-22 13F BKM Wealth Management, LLC 65.220 1,02 13.771 0,58
2026-05-13 13F Mariner, LLC 1.126.708 -5,40 237.831 -5,85
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-15 13F Royal Bank Of Canada 1.396.602 3,63 294.892 3,18
2026-05-08 13F Bokf, Na 93.168 -31,33 19.672 -31,63
2026-04-13 13F Garrett Investment Advisors LLC 2.611 0,00 551 -0,36
2026-05-07 13F Avidian Wealth Solutions, LLC 46.312 -5,44 9.779 -5,85
2026-04-30 13F Elevated Capital Advisors, LLC 2.534 -3,50 535 -3,96
2026-04-17 13F Morris Financial Concepts, Inc. 19.690 0,29 4.158 -0,14
2026-05-11 13F Mountain Capital Investment Advisors, Inc 1.453 -2,29 320 -0,62
2026-05-13 13F Edgemoor Investment Advisors, Inc. 3.079 -3,57 650 -3,99
2026-04-14 13F Opal Wealth Advisors, LLC 3.231 -43,24 682 -43,50
2026-04-15 13F Fifth Third Securities, Inc. 43.461 -10,64 9.177 -11,03
2026-05-06 13F Bessemer Group Inc 11.196 2,29 2 0,00
2026-04-28 13F Evergreen Private Wealth LLC 3.224 1,80 681 1,34
2026-04-16 13F Security National Bank 569 -63,50 120 -63,64
2026-05-12 13F Rsm Us Wealth Management Llc 97.554 -3,49 20.599 -4,58
2026-04-17 13F HHM Wealth Advisors, LLC 225 0,00 48 0,00
2026-05-04 13F Procyon Private Wealth Partners, LLC 8.856 1,40 1.870 0,92
2026-05-05 13F Evergreen Advisors, LLC 115 24
2026-05-05 13F 4J Wealth Management LLC 2.439 0,00 515 -0,58
2026-04-24 13F Palouse Capital Management, Inc. 259 0,00 55 0,00
2026-05-06 13F TopTier Wealth Management, LLC 157 33
2026-02-13 13F Pine Valley Investments Ltd Liability Co 3.282 0,92 696 3,73
2026-02-17 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-05-08 13F New England Private Wealth Advisors LLC 5.186 0,15 1.095 -0,27
2026-05-04 13F Northland Securities, Inc. 7.524 13,07 1.589 12,54
2026-05-04 13F Bridges Investment Management Inc 11.545 -4,23 2.438 -4,66
2026-05-20 13F SOA Wealth Advisors, LLC. 5.436 -4,90 1.148 -5,36
2026-04-22 13F Quattro Financial Advisors Llc 4.327 28,70 914 28,23
2026-05-12 13F Entrust Financial Llc 0 -100,00 0
2026-04-27 13F TCI Wealth Advisors, Inc. 1.032 -7,19 218 -7,66
2026-05-05 13F Ethos Financial Group, LLC 1.378 286
2026-04-22 13F Samalin Investment Counsel, LLC 2.077 -3,80 439 -4,16
2026-04-23 13F Summit Investment Advisory Services, LLC 15.253 -2,58 3.221 -3,01
2026-05-13 13F Laffer Investments 9.049 0,00 1.911 -0,47
2026-05-04 13F Brookwood Investment Group LLC 11.824 1,51 2.497 1,05
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 0 -100,00 0
2026-04-28 13F Kiley Juergens Wealth Management, Llc 4.252 898
2026-04-23 13F Ewa, Llc 155.610 -6,03 32.857 -6,44
2026-04-21 13F Pallas Capital Advisors LLC 4.907 -30,08 1.036 -30,38
2026-04-22 13F Networth Advisors, LLC 106 37,66 22 37,50
2026-05-01 13F Ferguson Wellman Capital Management, Inc 2.149 0,00 454 -0,44
2026-04-10 13F Oxinas Partners Wealth Management LLC 4.720 22,37 997 21,91
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 5.274 0,57 1.114 -0,62
2026-04-09 13F IFG Advisors, LLC 2.125 -2,43 449 -2,82
2026-04-13 13F Mather Group, Llc. 27.986 38,37 5.909 37,77
2026-04-27 13F FSM Wealth Advisors, LLC 4.589 0,11 969 -0,41
2026-04-29 13F Index Technologies Group LLC 2.981 2,37 629 1,94
2026-05-12 13F Kingsview Wealth Management, LLC 9.225 21,48 1.948 20,93
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-05-15 13F Summit Financial, LLC 114.642 5,41 24.207 4,96
2026-05-11 13F Great Valley Advisor Group, Inc. 41.965 0,96 8.861 0,53
2026-04-10 13F Pure Financial Advisors, Inc. 32.291 -3,16 6.818 -3,58
2026-04-08 13F Birchbrook, Inc. 145 0,00 31 0,00
2026-05-08 13F Peachtree Investment Partners, LLC 59 0,00 12 0,00
2026-04-08 13F McNaughton Wealth Management, LLC 76.322 -5,14 16.115 -5,55
2026-04-17 13F Western Pacific Wealth Management, LP 301 0,00 64 0,00
2026-04-22 13F Accretive Wealth Partners, LLC 1.068 0,00 226 -0,44
2026-05-13 13F Scotia Capital Inc. 13.698 13,69 2.892 13,19
2026-05-13 13F Freestone Capital Holdings, LLC 3.316 0,00 700 -0,43
2026-05-08 13F Mosaic Financial Group, Llc 1.730 0,29 0
2026-04-10 13F Baker Tilly Financial, Llc 1.637 -22,78 346 -23,16
2026-04-15 13F Iams Wealth Management, Llc 4.709 0,68 994 0,30
2026-05-11 13F Empirical Asset Management, LLC 8.829 -0,50 1.864 -0,90
2026-05-01 13F American Trust 3.511 3,81 741 3,35
2026-05-04 13F Clear Investment Research, Llc 119 -95,00 25 -95,05
2026-04-24 13F Peregrine Asset Advisers, Inc. 15.214 -0,72 3.212 -1,14
2026-05-22 13F Wellington Grp LLC 1.170 2.287,76 247 2.370,00
2026-04-24 13F Root Financial Partners, LLC 408 11,48 86 11,69
2026-05-01 13F Thrivent Financial For Lutherans 334.922 0,61 70 0,00
2026-05-13 13F Measured Wealth Private Client Group, LLC 850 20,06 179 19,33
2026-05-07 13F Burk Holdings LLC 269 57
2026-05-11 13F BankPlus Trust Department 124 0,00 26 0,00
2026-04-28 13F Fundamentun, Llc 1.713 0,18 362 -0,28
2026-04-21 13F Falcon Wealth Planning 28.099 -2,77 5.933 -3,18
2026-05-11 13F Condor Capital Management 149.589 0,24 31.586 -0,20
2026-04-20 13F McKinley Carter Wealth Services, Inc. 160.281 30,39 33.843 29,83
2026-05-01 13F Gables Capital Management Inc. 13.330 0,00 2.815 -0,42
2026-04-22 13F Apollon Financial, LLC 3.236 -0,37 683 -0,73
2026-04-23 13F O'Connor Financial Group LLC 19.242 -1,55 4.063 -3,90
2026-05-08 13F Smithfield Trust Co 20.702 -0,75 4 0,00
2026-04-17 13F Braeburn Wealth Management LLC 8.177 -1,17 1.727 -1,60
2026-04-23 13F Manchester Financial Inc 1.091 0,00 230 -0,43
2026-04-24 13F Midwest Capital Advisors, LLC 13 3
2026-04-16 13F Center For Asset Management LLC 1.147 -2,55 242 -2,81
2026-04-17 13F Matthew Goff Investment Advisor, LLC 83.202 -1,23 17.568 -1,66
2026-04-22 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-05-13 13F PKS Advisory Services, LLC 140.909 947,03 2.973 4,21
2026-06-01 13F Flagship Wealth Advisors, Llc 9.433 -24,42 1.843 -30,35
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 2.148.592 -15,42 453.675 -15,78
2026-05-06 13F Shared Vision Wealth Group LLC 35.491 3,18 7.494 0,33
2026-05-08 13F Perspective Wealth Advisors Llc 1.087 0,00 230 -0,43
2026-05-14 13F Milestone Asset Management Group, LLC 5.005 -0,93 1.057 -1,40
2026-04-27 13F Financial Services Advisory Inc 1.816 -2,42 383 -2,79
2026-05-15 13F RMB Capital Management, LLC 5.100 10,56 1.077 10,02
2026-04-08 13F Sapient Capital Llc 31.247 0,75 6.598 -0,39
2026-04-23 13F First Pacific Financial 305 64
2026-05-14 13F Allworth Financial LP 94.814 -0,82 20.020 -1,25
2026-05-15 13F Integrated Wealth Concepts LLC 77.675 23,43 16.401 22,90
2026-04-24 13F Axis Wealth Partners, LLC 10.490 -8,48 2.215 -8,89
2026-04-20 13F Investment Research & Advisory Group, Inc. 2.588 0,35 547 0,00
2026-04-24 13F Enzi Wealth 2.003 -0,10 423 -2,99
2026-05-15 13F Wick Capital Partners, LLC 3.728 -2,41 787 -2,84
2026-05-14 13F We Are One Seven, LLC 217.259 0,41 45.874 -0,02
2026-05-04 13F TrustBank 171 0,00 36 0,00
2026-05-14 13F Financial Advisors Network, Inc. 49.012 -0,25 10.349 -0,69
2026-04-10 13F Perfromance Wealth Partners, LLC 1.958 0,31 414 0,00
2026-05-13 13F Principal Securities, Inc. 127.933 -9,91 27.013 -10,30
2026-05-15 13F Punch & Associates Investment Management, Inc. 0 -100,00 0
2026-04-10 13F FORM Wealth Advisors, LLC 15.570 -2,03 3.288 -2,46
2026-05-13 13F Protective Life Corp 2.424 512
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 36.986 0,01 7.810 -0,43
2026-04-30 13F Donaldson Capital Management, Llc 3.335 -17,78 704 -18,14
2026-05-29 13F Mullaney, Keating & Wright, Inc. 8.284 -4,42 1.749 -4,79
2026-05-14 13F Northern Oak Wealth Management Inc 135.177 -2,33 28.543 -2,75
2026-05-13 13F Ingalls & Snyder Llc 979 0,00 0
2026-04-08 13F Canandaigua National Corp 5.372 1.134
2026-05-13 13F Lighthouse Financial LLC 22.235 -9,56 4.695 -9,96
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-06 13F Eq Llc 17.605 4,89 3.717 4,44
2026-05-11 13F REAP Financial Group, LLC 1.183 4,69 250 4,18
2026-04-28 13F Whittier Trust Co 10.096 -0,88 2.148 -2,54
2026-04-20 13F Hoxton Planning & Management, LLC 31.813 -4,52 6.717 -4,94
2026-04-22 13F Spirepoint Private Client, Llc 2.711 -7,32 572 -7,74
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-04-13 13F Winthrop Advisory Group LLC 1.056 0,09 223 -0,45
2026-05-13 13F Ascension Capital Advisors, Inc. 1.027 217
2026-04-09 13F Thrive Wealth Management, LLC 1.399 0,00 295 -0,34
2026-04-13 13F Kmg Fiduciary Partners, Llc 35.833 -39,06 7.566 -39,32
2026-04-21 13F Pacific Sage Partners, LLC 1.472 -16,55 311 -17,11
2026-05-05 13F Advantage Trust Co 385 -2,53 81 -2,41
2026-05-08 13F Macroview Investment Management Llc 2.219 -4,11 469 -4,49
2026-04-07 13F Farther Finance Advisors, LLC 158.047 -10,78 33.425 -11,02
2026-05-04 13F Stage Harbor Financial, Llc 2.460 0,00 519 -0,38
2026-04-29 13F IAG Wealth Partners, LLC 352 0,00 74 0,00
2026-05-11 13F Collier Financial 48 0,00 10 0,00
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-04-22 13F RMR Wealth Builders 1.308 -0,30 276 -0,72
2026-04-27 13F Wbh Advisory Inc 8.856 -4,99 1.873 -5,26
2026-05-14 13F Raymond James Financial Inc 1.620.965 -12,17 342.267 -12,55
2026-05-15 13F Asset Management Group, Inc. 51.514 -0,15 10.877 -0,58
2026-04-23 13F Partners Wealth Management, Llc 11.898 1,37 2.512 0,96
2026-04-13 13F Trust Co 63 0,00 13 0,00
2026-05-11 13F Capital Square, LLC 11.588 26,96 2.557 32,09
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-05-14 13F Capital Planning Advisors, LLC 4.100 4,38 866 3,84
2026-05-15 13F Fairview Capital Investment Management, Llc 1.428 0,00 302 -0,66
2026-05-05 13F Trail Ridge Investment Advisors, LLC 15.517 1,76 3.276 1,33
2026-04-21 13F HCR Wealth Advisors 2.311 8,45 488 7,98
2026-04-23 13F American National Bank 254 -30,22 54 -31,17
2026-05-01 13F Signature Resources Capital Management, LLC 24 0,00 5 0,00
2026-04-20 13F Clune & Associates, Ltd. 1.292 0,08 273 -0,37
2026-05-14 13F Ieq Capital, Llc 63.498 4,04 13.408 3,59
2026-04-17 13F BAM Wealth Management, LLC 3.686 3,95 778 3,46
2026-05-15 13F Strategies Wealth Advisors, LLC 7.041 -6,38 1.487 -6,83
2026-04-13 13F Creative Financial Designs Inc /adv 9.928 10,12 2.096 9,62
2026-04-08 13F Lakeridge Wealth Management LLC 6.699 2,46 1.415 2,02
2026-04-21 13F Riverstone Advisors, LLC 1.202 254
2026-04-17 13F Kentucky Trust Co 150 0,00 32 0,00
2026-05-04 13F Avantax Planning Partners, Inc. 8.452 7,41 1.785 6,95
2026-04-22 13F Gemmer Asset Management LLC 17.325 -4,19 3.658 -4,59
2026-04-15 13F Apex Wealth Management, LLC 7.599 0,05 1.604 -2,79
2026-04-20 13F C2C Wealth Management, LLC 3.376 0,00 713 -0,42
2026-05-12 13F Stifel Financial Corp 3.261.014 0,32 688.562 -0,11
2026-05-08 13F Moors & Cabot, Inc. 4.614 16,37 974 15,95
2026-05-12 13F Americana Partners, LLC 4.193 1,75 885 1,37
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 73.110 0,00 15.437 -0,43
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 12.804 13,53 2.704 13,05
2026-02-13 13F Navis Wealth Advisors, LLC 0 -100,00 0
2026-05-08 13F Middleton & Co Inc/ma 3.500 2,94 739 2,50
2026-05-18 13F Arkadios Wealth Advisors 79.315 5,93 16.747 5,47
2026-04-10 13F MKT Advisors LLC 4.450 0,00 944 -1,26
2026-05-06 13F Alexander Randolph Advisory Inc 2.476 0,00 523 -0,57
2026-04-22 13F Wealth Advisory Solutions, LLC 20.183 2,67 4.262 2,21
2026-05-12 13F Vista Private Wealth Partners. LLC 1.393 -23,80 312 -12,61
2026-05-12 13F Advyzon Investment Management, LLC 53.792 22,41 11.358 21,88
2026-05-15 13F National Bank Of Canada /fi/ 2.071 -2,22 437 -2,67
2026-04-23 13F Salus Financial Advisors, LLC 1.965 0,00 415 -0,48
2026-04-09 13F Life Line Wealth Management Llc 1.957 44,86 413 44,41
2026-05-15 13F Silvercrest Asset Management Group Llc 5.026 -5,63 1.061 -6,02
2026-02-18 13F Financial Advisory Service, Inc. 41.765 -1,04 8.857 1,63
2026-05-07 13F Northwestern Mutual Wealth Management Co 275.581 -5,04 58.189 -5,45
2026-04-21 13F AA Financial Advisors, LLC 2.251 13,69 475 13,37
2026-04-29 13F/A True Link Financial Advisors, LLC 132 28
2026-05-14 13F Ballentine Partners, LLC 4.405 -0,43 930 -0,85
2026-05-11 13F Founders Financial Alliance, LLC 1.238 17,01 261 16,52
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 0 -100,00 0
2026-05-04 13F AMG National Trust Bank 5.212 -0,08 1.101 -0,54
2026-05-14 13F Orion Capital Management LLC 50 21,95 11 25,00
2026-04-17 13F Astoria Strategic Wealth, Inc. 75.559 1,67 15.954 1,24
2026-05-11 13F Ellevest, Inc. 1.229 0,33 260 0,00
2026-04-29 13F Birch Hill Investment Advisors LLC 3.748 0,67 791 0,25
2026-05-26 13F Axiom Investment Management LLC 0 -100,00 0
2026-04-13 13F Wolff Wiese Magana Llc 64 0,00 14 0,00
2026-05-11 13F Valpey Financial Services, LLC 3.062 4,19 647 3,69
2026-04-10 13F Octavia Wealth Advisors, LLC 1.610 -11,25 340 -11,72
2026-05-05 13F Mcmorgan & Co Llc 78.118 -1,67 16.495 -2,10
2026-04-07 13F Retirement Wealth Solutions LLC 24.624 -3,38 5.199 -3,79
2026-01-14 13F ORG Partners LLC 15.151 81,43 3.213 76,54
2026-04-14 13F Capital Asset Managemnet, LLC 15.861 -8,34 3.349 -11,07
2026-04-23 13F WealthPoint Financial, LLC 22.661 0,00 4.806 0,00
2026-05-04 13F N.E.W. Advisory Services LLC 4.623 4,17 976 3,72
2026-05-05 13F PFG Advisors 34.689 9,36 7.325 8,89
2026-05-01 13F International Assets Investment Management, Llc 9.297 -2,62 1.966 -2,87
2026-04-22 13F Clear Creek Financial Management, LLC 15.455 20,76 3.263 20,23
2026-04-08 13F Infinity Wealth Counsel, LLC 8.109 0,00 1.712 -0,41
2026-05-15 13F Barnes Wealth Management Group, Inc 28.929 0,41 6.108 -0,02
2026-04-21 13F Marietta Wealth Management, LLC 10.736 0,02 2.267 -0,44
2026-05-15 13F Mission Wealth Management, Lp 9.139 -3,39 1.930 -3,84
2026-05-05 13F Sanctuary Advisors, LLC 902.104 -6,56 190.479 -6,97
2026-04-29 13F Sagace Wealth Management LLC 1.341 0,00 283 -0,35
2026-05-14 13F Vernal Point Advisors, LLC 1.250 0,00 264 -0,75
2026-04-06 13F Rosenberg Matthew Hamilton 279 -0,36 59 -1,69
2026-05-13 13F Owl Creek Wealth Partners LLC 3.812 805
2026-05-08 13F Steward Partners Investment Advisory, Llc 101.291 -30,83 21.388 -31,13
2026-05-12 13F Colonial Trust Advisors 65 0,00 14 0,00
2026-04-23 13F Glass Jacobson Investment Advisors llc 13.782 -1,92 2.910 -2,38
2026-05-15 13F/A EverSource Wealth Advisors, LLC 7.169 9,13 1.514 8,61
2026-05-14 13F Lbmc Investment Advisors, Llc 41.978 -5,25 8.864 -5,66
2026-05-21 13F Essential Partners LLC 345 0,00 73 -1,37
2026-04-07 13F Central Pacific Bank - Trust Division 4.114 4,10 869 3,58
2026-04-08 13F Archer Investment Management, LLC 65.657 272,37 13.864 270,77
2026-02-13 13F Motiv8 Investments LLC 427 0
2026-05-19 13F Royal Fund Management, LLC 3.077 1,18 650 0,62
2026-05-15 13F Vestmark Advisory Solutions, Inc. 134.765 4,88 28.456 4,43
2026-05-15 13F Wealth Preservation Advisors, LLC 672 0,00 142 -0,70
2026-05-06 13F Zhang Financial LLC 5.254 0,10 1.109 -0,27
2026-05-06 13F Sentinus, LLC 125.410 7,41 26.480 6,95
2026-05-12 13F Aspiriant, Llc 4.432 2,43 936 1,96
2026-05-11 13F Marin Bay Wealth Advisors, LLC 14.559 -0,75 3.074 -1,16
2026-04-08 13F RDA Financial Network 1.057 223
2026-05-13 13F Alesco Advisors Llc 66.079 -5,90 13.953 -6,31
2026-04-07 13F Park Avenue Securities Llc 2.199.311 -10,87 464 -11,28
2026-05-12 13F Benjamin Edwards Inc 4.819 6,73 1.018 6,27
2026-05-13 13F Green Harvest Asset Management LLC 13.301 0,14 2.809 -0,28
2026-05-14 13F Missouri Trust & Investment Co 1.227 39,27 259 39,25
2026-04-09 13F Yanni & Associates Investment Advisors, LLC 25.589 1,66 5.403 1,22
2026-04-03 13F First County Bank /CT/ 1.643 55,73 347 55,16
2026-04-21 13F Polaris Investment Advisors, LLC 45.564 1,34 9.621 0,89
2026-04-27 13F PFG Investments, LLC 7.924 5,54 1.673 5,09
2026-05-06 13F GatePass Capital, LLC 4.789 -17,23 1.011 -17,60
2026-05-12 13F WealthTrak Capital Management LLC 13.222 2,69 2.792 2,23
2026-04-15 13F Regatta Capital Group, Llc 2.060 0,24 435 -0,23
2026-04-17 13F Total Clarity Wealth Management, Inc. 0 -100,00 0
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 40.927 1,04 8.642 0,59
2026-03-04 13F AG Campbell Advisory, LLC 680 144
2026-04-08 13F Presidio Capital Management, LLC 953 201
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-08 13F Emergent Wealth Advisors, LLC 2.145 -68,48 453 -68,68
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 34.515 -13,25 7.288 -13,63
2026-05-15 13F National Philanthropic Trust 16.525 -1,36 3.489 -1,77
2026-04-28 13F Flagship Harbor Advisors, Llc 1.680 18,23 355 17,61
2026-05-15 13F Mercer Global Advisors Inc /adv 112.059 -26,52 23.661 -11,11
2026-05-01 13F Harwood Advisory Group, LLC 516 0,19 109 -0,92
2026-05-11 13F VeraBank, N.A. 1.709 -12,76 361 -13,25
2026-04-03 13F Coastline Trust Co 70 0,00 15 0,00
2026-04-22 13F Genesee Capital Advisors, LLC 1.250 0,40 264 -0,38
2026-04-21 13F One Wealth Advisors, LLC 130.581 -2,15 27.572 -2,58
2026-05-08 13F Prime Capital Investment Advisors, LLC 20.883 -4,22 4.409 -4,65
2026-05-04 13F Tradewinds, LLC. 1.252 0,00 280 5,28
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 1.091 0,00 240 3,90
2026-04-30 13F Colton Groome Financial Advisors, Llc 1.395 -11,93 295 -12,24
2026-05-11 13F OpenArc Corporate Advisory, LLC 14.308 2,46 3.021 2,03
2026-05-12 13F Integras Partners LLC 4.013 847
2026-04-27 13F Mount Yale Investment Advisors, LLC 61.835 126,30 13.056 125,34
2026-05-15 13F Tradition Wealth Management, LLC 37.736 1,05 7.968 0,61
2026-05-13 13F American Investment Services, Inc. 1.666 0,00 352 -0,57
2026-05-13 13F Black Cypress Capital Management, LLC 539 0,00 114 -0,88
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 2.255 0,00 476 -0,42
2026-04-21 13F Wealth Effects Llc 6.012 0,00 1.269 -0,39
2026-04-30 13F Private Trust Co Na 7.258 -3,25 1.532 -3,65
2026-05-12 13F Kirtland Hills Capital Management, Llc 1.514 6,17 333 10,26
2026-04-28 13F Nbt Bank N A /ny 3.720 -3,65 785 -0,38
2026-04-20 13F GSB Wealth Management, LLC 13.914 0,10 2.938 -0,34
2026-05-05 13F Frazier Financial Advisors, LLC 111 0,00 23 0,00
2026-05-13 13F Cetera Investment Advisers 3.295.130 -3,37 695.767 -3,79
2026-04-13 13F Market Street Wealth Management Advisors Llc 13.968 -1,31 2.949 -1,73
2026-04-27 13F Tennessee Valley Asset Management Partners 2.416 116,29 510 116,10
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 950 201
2026-04-08 13F Sax Wealth Advisors, Llc 35.081 -0,26 7.440 -0,25
2026-04-23 13F Spinnaker Trust 2.757 0,00 582 -0,34
2026-02-13 13F Clearview Wealth Advisors LLC 13.829 37,96 2.933 41,64
2026-05-07 13F Lowe Brockenbrough & Co Inc 7.300 0,00 1.541 -0,45
2026-05-07 13F Meeder Advisory Services, Inc. 3.016 19,12 637 18,66
2026-04-16 13F Diversified Trust Co 25.857 3,95 5.460 3,49
2026-04-15 13F Trust Point Inc. 69.367 -0,97 14.647 -1,40
2026-05-21 13F Raab & Moskowitz Asset Management LLC 1.642 -1,74 347 -2,26
2026-05-12 13F TIAA Wealth Investment Management LLC 281 58
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6.367 -72,61 1.344 -72,74
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 7.347 22,61 1.551 22,13
2026-04-28 13F Nvest Financial, LLC 52.394 4,54 11.063 4,09
2026-04-22 13F Spire Wealth Management 121.373 -2,73 25.628 -3,15
2026-04-29 13F Sigma Investment Counselors Inc 12.346 -0,48 2.607 -0,91
2026-04-08 13F David J Yvars Group 1.172 -10,40 247 -10,83
2026-05-07 13F JSF Financial, LLC 5.176 -11,52 1.093 -11,94
2026-05-07 13F Amara Financial, Llc. 7.508 0,37 1.585 -0,06
2026-05-15 13F TCG Advisory Services, LLC 4.888 21,59 1.032 21,13
2026-04-10 13F Sage Investment Advisers LLC 17.545 -6,25 3.711 -6,50
2026-05-04 13F Copia Wealth Management 1.318 -11,60 278 -12,03
2026-01-30 13F BancorpSouth Bank 15.054 0,37 3.192 3,07
2026-04-22 13F Pinnacle Bancorp, Inc. 19.466 0,00 4.110 -0,44
2026-05-19 13F JTC Employer Solutions Trusteee Ltd 1.353 0,00 0
2026-04-22 13F Princeton Global Asset Management LLC 1.100 0,00 232 -0,43
2026-05-08 13F Blair William & Co/il 41.042 -2,44 8.666 -2,87
2026-05-19 13F Western Wealth Management, LLC 18.389 12,83 3.883 12,33
2026-05-14 13F Dorsey & Whitney Trust CO LLC 17.968 0,00 3.794 -0,45
2026-05-12 13F Bank of Jackson Hole Trust 1.147 4,08 242 3,86
2026-04-06 13F Versant Capital Management, Inc 4.477 152,23 945 151,33
2026-05-15 13F JT Stratford LLC 7.023 -9,72 1.483 -10,13
2026-04-13 13F Colorado Capital Management, Inc. 2.177 0,00 0
2026-04-15 13F Arch Global Advisors, LLC 1.675 354
2026-04-24 13F Kendall Capital Management 1.447 0,00 306 -0,33
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-04-09 13F Everhart Financial Group, Inc. 1.419 0,64 300 0,34
2026-04-28 13F Kingswood Wealth Advisors, Llc 4.569 -8,62 965 -9,06
2026-05-01 13F Vantage Point Financial LLC 13.810 -17,46 2.916 -17,84
2026-04-22 13F Foundation Wealth Management, LLC\PA 3.114 0,00 658 -0,45
2026-04-17 13F Discipline Wealth Solutions, LLC 8.412 3,42 1.776 2,96
2026-02-10 13F Sequent Asset Management, LLC 12.162 0,00 2.579 2,71
2026-05-11 13F Clarendon Private LLC 2.230 6,34 471 5,86
2026-04-23 13F SMART Wealth LLC 3.959 101,78 836 100,72
2026-05-11 13F Brand Asset Management Group, Inc. 2.415 25,39 510 24,75
2026-04-27 13F Td Private Client Wealth Llc 82.186 -8,43 17.354 -8,82
2026-05-11 13F Biltmore Family Office, LLC 756 0,00 160 -0,62
2026-05-05 13F Sofi Wealth, Llc 979.965 0,44 206.920 0,01
2026-05-06 13F LPL Financial LLC 10.505.241 -4,61 2.218.182 -5,03
2026-05-15 13F Chilton Investment Co Llc 3.278 3,64 692 3,28
2026-05-15 13F Gateway Wealth Partners, LLC 98.088 160,23 20.711 159,11
2026-01-16 13F Trust Co Of Vermont 1.850 4,28 392 7,10
2026-05-13 13F United Services Automobile Association 757 0,00 160 -0,62
2026-05-04 13F Wsfs Capital Management, Llc 11.397 -0,58 2.406 -1,03
2026-04-07 13F Eastern Bank 4.089 -1,42 863 -1,82
2026-04-29 13F Your Advocates Ltd., LLP 687 145
2026-05-12 13F PCM Encore, LLC 15.835 -5,66 3.344 -6,07
2026-05-14 13F Evergreen Capital Management Llc 1.777 -34,69 375 -35,01
2026-04-10 13F RTD Financial Advisors, Inc. 74.881 -2,24 15.811 -2,66
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-01 13F/A Custom Index Systems, Llc 3.626 2,49 766 2,00
2026-05-01 13F New Republic Capital, LLC 3.273 -8,06 691 -8,36
2026-05-11 13F Commonwealth Retirement Investments LLC 21.239 3,50 4.485 3,06
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-04-17 13F Stewardship Advisors, LLC 1.782 62,74 376 62,07
2026-05-05 13F Newbridge Financial Services Group, Inc. 6 0,00 1 0,00
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 55.110 2,54 11.636 -2,28
2026-05-07 13F Johnson Financial Group, Inc. 2.225 -21,93 470 -22,35
2026-04-28 13F Altfest L J & Co Inc 2.375 0,17 501 -0,20
2026-04-15 13F Register Financial Advisors LLC 384 -0,26 81 0,00
2026-05-12 13F Cambiar Investors Llc 0 -100,00 0
2026-05-15 13F Amundi 50.700 0,20 10.705 -0,23
2026-05-11 13F A4 Wealth Advisors LLC 39.547 20,39 8.350 19,87
2026-04-21 13F Sequent Planning LLC 2.102 29,04 444 28,41
2026-05-07 13F Hopwood Financial Services, Inc. 8.063 0,00 1.702 -0,41
2026-05-14 13F Nicolet Bankshares Inc 34.426 28,48 7.272 27,97
2026-04-14 13F Bay Harbor Wealth Management, LLC 75.688 -9,03 15.982 -9,43
2026-04-28 13F Indiana Trust & Investment Management CO 191 107,61 40 110,53
2026-05-13 13F Lantern Wealth Advisors, LLC 1.419 24,91 300 24,58
2026-04-14 13F Lockerman Financial Group, Inc. 3.613 19,91 763 19,44
2026-04-27 13F Syntegra Private Wealth Group, LLC 3.140 4,81 663 4,41
2026-04-16 13F Clark Asset Management, LLC 1.286 -3,60 272 -3,90
2026-04-10 13F Waldron Private Wealth LLC 5.244 4,84 1.107 4,43
2026-04-17 13F Cora Capital Advisors Llc 1.227 0,00 259 -0,38
2026-05-12 13F Saiph Capital, LLC 79.335 -0,41 16.752 -0,84
2026-04-20 13F BTC Capital Management, Inc. 19.094 0,30 4.032 -0,15
2026-05-14 13F Rockefeller Capital Management L.P. 426.428 4,14 90.040 3,69
2026-05-29 13F Keel Point, LLC 2.926 1,35 618 0,82
2026-04-22 13F Onyx Bridge Wealth Group LLC 1.839 0,11 388 -0,26
2026-05-15 13F Graham Capital Management, L.P. 47.750 10.082
2026-04-24 13F National Asset Management, Inc. 28.494 -18,68 5.916 -20,38
2026-04-28 13F Belpointe Asset Management LLC 19.852 -15,53 4.192 -15,91
2026-05-06 13F Assetmark, Inc 21.213 -6,00 4.479 -6,39
2026-05-14 13F Zacks Investment Management 985 0,31 208 -0,48
2026-05-04 13F Inlight Wealth Management, LLC 179.293 0,00 200 0,00
2026-04-07 13F Anderson Hoagland & Co 3.565 0,00 753 -0,53
2026-05-01 13F Abound Financial, Llc 202 0,00 43 0,00
2026-04-27 13F Prasad Wealth Partners, LLC 2.635 -1,57 556 -1,94
2026-05-07 13F Crewe Advisors LLC 2.704 11,78 571 11,33
2026-04-23 13F North Star Investment Management Corp. 193.952 3,85 40.953 3,40
2026-05-14 13F Gwn Securities Inc. 11.880 -1,17 2.509 -1,61
2026-05-08 13F King Luther Capital Management Corp 217 -0,46
2026-05-11 13F Savvy Advisors, Inc. 12.383 90,89 2.615 90,11
2026-04-21 13F Laurel Oak Wealth Management, Llc 2.238 44,02 473 43,47
2026-04-22 13F Sendero Wealth Management, LLC 5.689 -5,81 1.201 -6,17
2026-04-28 13F Lansing Street Advisors 70.637 2,80 14.915 2,35
2026-04-20 13F Apella Capital, LLC 11.115 11,76 2.455 16,41
2026-05-05 13F Gallacher Capital Management LLC 3.312 -17,86 699 -18,25
2026-05-11 13F Boston Partners 0 -100,00 0
2026-05-05 13F UBS Group AG 3.643.501 3,07 769.325 2,63
2026-04-16 13F Ironwood Financial, llc 96.875 -1,07 20.455 -3,84
2026-04-17 13F RFG Advisory, LLC 13.159 95,35 2.779 94,54
2026-04-23 13F Embree Financial Group 3.904 0,18 824 -0,24
2026-04-22 13F LifeSteps Financial, Inc. 1.013 -5,42 214 -6,17
2026-05-08 13F Addison Advisors LLC 247 32,80 52 33,33
2026-04-09 13F Wedmont Private Capital 5.462 0,00 1.181 1,03
2026-04-28 13F Southern Michigan Bank & Trust 55 12
2026-05-01 13F Strategic Financial Partners, Ltd. 0 -100,00 0
2026-04-30 13F Equitable Trust Co 30.874 0,00 6.519 -0,43
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-04-23 13F Cornerstone Wealth Management, LLC 994 0,10 210 -0,48
2026-02-13 13F Nicolet Advisory Services, Llc 7.520 0,00 1.634 4,48
2026-04-23 13F Mayflower Financial Advisors, LLC 62.807 -0,83 13.262 -1,27
2026-05-05 13F Beaumont Financial Advisors, LLC 1.494 0,00 315 -0,32
2026-05-07 13F Key Capital Management, INC 4.012 139,95 847 139,27
2026-05-12 13F One Capital Management, LLC 1.635 0,00 345 -0,29
2026-04-24 13F Charter Oak Capital Management, LLC 23.916 -6,96 5.050 -7,37
2026-04-24 13F Gilliland Jeter Wealth Management LLC 6.056 15,00 1.279 14,52
2026-04-29 13F Capstone Wealth Management Group, Llc 3.291 0,03 695 -0,43
2026-04-07 13F Cooper Financial Group 5.342 24,41 1.128 23,96
2026-05-01 13F Stony Point Wealth Management Inc. 15.183 -0,60 3.206 -1,05
2026-05-04 13F Foundation Wealth Management, LLC 182.167 0,36 38.464 -0,26
2026-05-04 13F Glassman Wealth Services 4.274 0,00 902 -0,44
2026-05-01 13F Trifecta Capital Advisors, LLC 874 9.611,11 185 18.300,00
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 6.931 0,00 1.463 -0,41
2026-05-06 13F Dunhill Financial, LLC 797 1,40 168 1,20
2026-05-01 13F Pittenger & Anderson Inc 684 0,00 144 -0,69
2026-05-15 13F Quest Investment Management Llc 0 -100,00 0
2026-05-14 13F Bank Of Hawaii 13.019 0,70 2.749 0,26
2026-05-01 13F Legacy Financial Strategies, LLC 1.116 0,00 236 -0,42
2026-05-08 13F Rik Saylor Financial, Inc. 22.194 2,10 4.686 1,67
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-06 13F Global Retirement Partners, LLC 149.158 55,72 31.632 59,91
2026-05-14 13F Hara Capital LLC 2.335 0,00 493 -0,40
2026-04-08 13F Sharkey, Howes & Javer 187.653 -8,46 39.623 -8,86
2026-05-14 13F Massachusetts Financial Services Co /ma/ 0 -100,00 0
2026-05-06 13F Hartland & Co., LLC 113.434 -0,40 23.952 -0,83
2026-05-04 13F Geneos Wealth Management Inc. 43.974 -0,30 9.285 -0,73
2026-05-15 13F Dimension Capital Management Llc 3.873 0,00 818 -0,49
2026-04-15 13F City Holding Co 1.509 0,00 319 -0,62
2026-04-29 13F Strategic Blueprint, LLC 23.152 1,13 4.889 0,70
2026-04-28 13F Novus Advisors, Llc 1.937 19,86 409 19,30
2026-04-08 13F Clarus Wealth Advisors 24.196 -1,48 5.131 -3,61
2026-04-08 13F Spinnaker Investment Group, LLC 0 -100,00 0
2026-04-24 13F Blue Capital, Inc. 5.441 4,37 1.149 3,89
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 4.472 0,00 944 -0,42
2026-04-17 13F Signal Advisors Wealth, LLC 11.086 -6,19 2.341 -6,62
2026-04-28 13F Bfsg, Llc 3 0,00 1
2026-04-10 13F Novem Group 1.036 1,87 219 1,40
2026-04-08 13F Lpwm Llc 331.900 0,76 70.081 0,32
2026-05-01 13F Kraft, Davis & Associates, LLC 906 202
2026-05-14 13F Catalytic Wealth RIA, LLC 2.245 474
2026-05-07 13F S&co Inc 4.350 0,00 1
2026-04-08 13F Whitcomb & Hess, Inc. 7.074 11,14 1.494 8,27
2026-05-12 13F Creative Planning 183.931 14,61 38.837 14,11
2026-05-14 13F Pinnacle Family Advisors, LLC 17.923 -0,24 3.784 -0,68
2026-05-11 13F Elevated Financial Group LLC 76.023 1,85 16.052 1,41
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 399 -33,28 84 -33,33
2026-04-24 13F Wealth Care LLC 2.381 503
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 2.413 -0,45 510 -0,97
2026-02-06 13F GPS Wealth Strategies Group, LLC 58 -93,76 12 -93,72
2026-04-22 13F Rainey & Randall Investment Management Inc. 2.321 3,48 490 3,16
2026-05-12 13F Chapman Financial Group, Llc 28 0,00 6 0,00
2026-04-20 13F Tranquility Partners, LLC 10.453 2,69 2.140 -0,83
2026-04-20 13F Foster Victor Wealth Advisors, LLC 1.283 -1,31 279 -1,06
2026-02-20 13F SB Capital Management Inc 4.494 953
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 869 129,29 184 128,75
2026-05-13 13F Federation des caisses Desjardins du Quebec 34.465 -3,25 7.277 -3,67
2026-05-06 13F Postrock Partners Llc 2.765 0,00 584 -0,51
2026-04-20 13F Fiduciary Alliance LLC 6.767 11,89 1.475 15,05
2026-05-13 13F Ameritas Investment Partners, Inc. 90.141 -5,53 19.033 -5,94
2026-05-08 13F Jackson Hole Capital Partners, LLC 22.396 6,00 4.729 5,54
2026-05-12 13F Community Bank, N.A. 2.934 -20,57 620 -20,95
2026-04-17 13F Swp Financial Llc 13.548 -3,24 2.861 -3,67
2026-04-27 13F Forte Asset Management Llc 28.545 -1,77 6.027 -2,19
2026-04-21 13F Tritonpoint Wealth, Llc 1.080 -6,74 228 -6,94
2026-05-01 13F Citizens Financial Group Inc/ri 69.142 19,36 14.599 18,85
2026-04-23 13F Forum Financial Management, LP 8.610 -2,45 1.818 -2,83
2026-04-22 13F Coastal Investment Advisors, Inc. 1.155 -4,55 244 -5,08
2026-05-13 13F Argent Trust Co 6.346 12,58 1.340 12,05
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 10.893 0,00 2.300 -0,43
2026-05-14 13F Evoke Wealth, Llc 247.726 0,98 52.307 0,55
2026-05-11 13F Financial Perspectives, Inc 825 0,12 174 0,00
2026-05-04 13F Lutz Financial Services LLC 105.481 -1,39 22.272 -1,82
2026-04-27 13F Kelman-Lazarov, Inc. 3.419 0,00 722 -0,41
2026-04-20 13F Segment Wealth Management, LLC 1.054 0,00 223 -0,45
2026-05-04 13F Nwam Llc 13.916 2,63 2.938 -0,03
2026-04-14 13F Tradewinds Capital Management, LLC 547 0,00 116 -0,86
2026-04-28 13F BLB&B Advisors, LLC 1.963 0,10 415 -0,24
2026-05-07 13F Rothschild Investment Llc 5.649 -10,83 1.193 -11,24
2026-04-30 13F Cedar Mountain Advisors, LLC 109 -71,16 23 -71,25
2026-05-27 13F Security Financial Services, INC. 133.708 -6,98 28.232 -7,38
2026-05-06 13F May Hill Capital, LLC 53.757 -2,28 11.351 -2,70
2026-05-07 13F Midland Wealth Advisors Llc 6.142 -1,88 1.297 -2,34
2026-05-06 13F Meridian Wealth Management, LLC 993 210
2026-04-22 13F Apollon Wealth Management, LLC 88.440 -1,06 18.674 -1,49
2026-05-14 13F Rialto Wealth Management, LLC 7.890 -0,54 1.666 -1,01
2026-05-04 13F King Wealth 6.550 0,00 1 0,00
2026-05-12 13F Cahill Financial Advisors Inc 103.851 -0,68 21.928 -1,11
2026-05-01 13F Valmark Advisers, Inc. 283.312 -0,82 59.821 -1,25
2026-05-15 13F DT Investment Partners, LLC 43.950 0,00 9.280 -0,43
2026-04-15 13F Stanich Group LLC 0 -100,00 0
2026-04-22 13F Capital Investment Management, Inc. 16.655 -11,24 3.517 -11,64
2026-04-08 13F Grove Bank & Trust 1.290 0,00 272 -0,37
2026-05-29 13F Asset Dedication, LLC 17.016 16,00 3.593 15,50
2026-04-14 13F Focus Financial Network, Inc. 38.795 -36,77 8.192 -37,05
2026-05-12 13F Summit Trail Advisors, Llc 5.476 41,83 1.156 41,32
2026-04-28 13F GM Advisory Group, Inc. 2.128 -32,51 449 -32,78
2026-05-01 13F TSA Wealth Managment LLC 57.163 -9,33 12.070 -9,72
2026-05-14 13F Blalock Williams, Llc 21.600 6,02 4.561 5,56
2026-04-09 13F CRA Financial Services, LLC 8.790 4,22 1.856 3,75
2026-05-07 13F JMG Financial Group, Ltd. 3.783 0,00 799 -0,50
2026-02-10 13F Belvedere Trading LLC Call 0 -100,00 0 -100,00
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0 -100,00
2026-04-23 13F Fairway Wealth LLC 1.362 0,00 288 -0,35
2026-05-01 13F Johnson Investment Counsel Inc 6.104 0,02 1.289 -0,46
2026-04-22 13F Harbor Asset Planning, Inc. 155 0,65 33 0,00
2026-05-11 13F Umb Bank N A/mo 42.252 -11,86 8.922 -12,25
2026-05-07 13F TCTC Holdings, LLC 6.293 3,50 1.329 3,03
2026-04-27 13F Tsfg, Llc 9.829 0,63 2 0,00
2026-05-13 13F Adviser Investments LLC 93.773 -1,95 19.800 -2,38
2026-04-17 13F Richards, Merrill & Peterson, Inc. 1.113 0,00 235 -0,42
2026-04-24 13F Saxony Capital Management, LLC 13.554 36,29 2.862 35,66
2026-05-04 13F Envestnet Asset Management Inc 27.729.455 -2,34 5.855.075 -2,76
2026-04-10 13F Financial Partners Group, Inc 3.251 0,22 686 -2,56
2026-05-04 13F Retirement Income Solutions, Inc 9.879 0,00 2.086 -0,48
2026-05-11 13F GenWealth Group, Inc. 14.166 -0,15 2.991 -2,51
2026-05-13 13F Marex Group plc 1.155 -25,63 244 -26,14
2026-04-10 13F Abound Wealth Management 112 -35,63 24 -36,11
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 7.208 -50,84 2 -66,67
2026-04-30 13F Robinson Smith Wealth Advisors Llc 2.689 0,00 568 -0,53
2026-05-01 13F 180 Wealth Advisors, Llc 1.611 32,59 340 32,30
2026-04-15 13F DAVENPORT & Co LLC 9.755 -0,83 2.060 -1,29
2026-05-12 13F Birnam Oak Advisors, LP 5.000 -50,00 1.056 -50,24
2026-05-05 13F Cherry Tree Wealth Management, LLC 212 0,00 45 0,00
2026-05-15 13F Sierra Capital LLC 47.410 -1,77 10 0,00
2026-05-18 13F Centaurus Financial, Inc. 12.158 -24,78 3 -33,33
2026-05-20 13F TrueWealth Financial Partners 1.156 244
2026-05-12 13F Wescott Financial Advisory Group, LLC 45.666 10,49 9.642 10,01
2026-05-12 13F M&t Bank Corp 786.105 -4,04 165.986 -4,46
2026-04-20 13F Corundum Group, Inc. 5.970 -5,54 1.261 -5,97
2026-05-13 13F Clear Wave Wealth Management Llc 49.174 10.383
2026-04-15 13F Ffg Retirement Advisors Llc 36.233 69,70 7.651 68,99
2026-05-15 13F Goldman Sachs Group Inc 1.416.069 22,93 299.003 22,40
2026-05-05 13F Nolet Wealth Management, LLC 15.425 0,00 3.257 -0,46
2026-05-14 13F Islay Capital Management, Llc 0 -100,00 0
2026-04-13 13F Gill Capital Partners, Llc 23 5
2026-04-15 13F Seacrest Wealth Management, Llc 3.124 86,29 660 83,57
2026-05-01 13F Avion Wealth 130 0,00 0
2026-04-17 13F Guyasuta Investment Advisors Inc 2.112 6,45 446 5,95
2026-06-01 13F Concorde Asset Management, LLC 13.624 -9,72 2.877 -10,12
2026-05-07 13F Washington Trust Bank 2.352 -9,15 497 -9,65
2026-04-17 13F Roxbury Financial LLC 262 0,00 55 0,00
2026-05-11 13F MCF Advisors LLC 2.615 115,23 552 114,79
2026-05-08 13F Fortis Group Advisors, LLC 100 0,00 21 0,00
2026-04-10 13F Perigon Wealth Management, LLC 200.292 -4,28 42.292 -4,70
2026-04-21 13F Berkshire Money Management, Inc. 150.908 -0,96 31.864 -1,38
2026-04-29 13F Skopos Labs, Inc. 1.706 -14,23 360 -15,29
2026-05-14 13F EP Wealth Advisors, Inc. 74.806 5,57 15.795 5,11
2026-04-29 13F Garde Capital, Inc. 15.042 0,00 3.176 -0,41
2026-04-17 13F Integrated Capital Management, LLC 3.002 0,40 634 -0,16
2026-04-23 13F Mattern Wealth Management LLC 6.788 -0,69 1.433 -1,10
2026-04-23 13F TFC Financial Management 533 113
2026-04-16 13F Lifelong Wealth Advisors, Inc. 44.265 10,64 9.347 10,16
2026-05-13 13F NewEdge Wealth, LLC 5.226 2,55 1.103 2,13
2026-05-14 13F Brown Brothers Harriman & Co 8.939 -19,28 1.887 -19,63
2026-05-07 13F Ironwood Investment Counsel, LLC 1.995 -2,44 421 -2,77
2026-04-22 13F Integrated Wealth Management 8.757 -7,08 1.849 -7,46
2026-05-07 13F EPG Wealth Management LLC 3.354 0,36 708 0,00
2026-05-12 13F Ameritas Advisory Services, LLC 2.025 -32,86 428 -33,18
2026-05-08 13F Summit Asset Management, LLC 4.268 -0,54 901 -0,88
2026-05-14 13F Guardian Asset Advisors, LLC 3.020 0,37 638 -0,16
2026-05-15 13F Hancock Whitney Corp 19.402 -13,59 4.325 -9,18
2026-05-15 13F Advisory Services Network, LLC 103.742 14,46 21.905 13,97
2026-05-11 13F Castlekeep Investment Advisors Llc 963 0,00 203 -0,49
2026-05-13 13F Pitcairn Wealth Advisors LLC 6.850 -9,03 1.453 -9,02
2026-02-17 13F SageView Advisory Group, LLC 5.622 -1,47 1.192 1,19
2026-05-14 13F Cwm, Llc 2.566.919 -0,48 542.005 99.168,13
2026-04-21 13F Claro Advisors LLC 2.676 -6,76 565 -7,07
2026-04-17 13F Sovereign Financial Group, Inc. 11.601 -19,00 2.450 -19,36
2026-05-15 13F Ancora Advisors, LLC 48.517 9,97 10.244 9,50
2026-04-15 13F Gradient Capital Advisors, LLC 2.523 0,00 533 -0,56
2026-05-06 13F Frontier Asset Management, LLC 2.023 0,25 427 0,00
2026-05-05 13F Atria Investments Llc 309.598 -4,47 65.372 -4,88
2026-05-14 13F Horizon Investments, LLC 1.892 100,00 399 99,50
2026-05-06 13F Mechanics Financial Corp 830 -2,35 175 -2,78
2026-04-21 13F Mesirow Financial Investment Management, Inc. 194.332 110,80 41.033 109,88
2026-05-05 13F Lane Brothers & Co Inc 1.080 -10,60 228 -10,94
2026-04-21 13F Wedbush Securities Inc 7.881 1,27 2 0,00
2026-05-11 13F COFG Advisors, LLC 9.930 -0,45 2.097 -0,90
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 3.167 0,00 669 -0,45
2026-04-21 13F Nemes Rush Group LLC 266 0,00 56 0,00
2026-04-28 13F Canvas Wealth Advisors, LLC 1.340 10,29 283 9,73
2026-01-29 13F Vanguard Group Inc 5.949 0,88 1.262 3,62
2026-04-08 13F Evanson Asset Management, LLC 4.804 -0,29 1.014 -0,69
2026-04-29 13F Marino, Stram & Associates Llc 4.997 -0,44 1.055 -0,85
2026-05-14 13F Hrt Financial Lp 25.701 -13,14 5 -16,67
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-04-23 13F St. Clair Advisors, LLC 14.519 -7,34 3.066 -7,74
2026-05-05 13F Seros Financial, LLC 1.663 -51,77 351 -51,98
2026-05-04 13F Milestones Private Investment Advisors LLC 3.875 -3,00 818 -3,42
2026-05-15 13F Armis Advisers, LLC 4.354 -17,44 978 -10,68
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 33.323 -1,61 7.036 -2,03
2026-01-15 13F Frank, Rimerman Advisors LLC 0 -100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 19.252 -11,86 4.238 -10,31
2026-05-05 13F Birchwood Financial Partners, Inc. 168 0,00 36 0,00
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0 -100,00
2026-04-17 13F Wealthbridge Capital Management, Llc 11.917 -0,11 2.516 -0,55
2026-05-01 13F Global Assets Advisory, LLC 363 77
2026-05-11 13F Integrity Alliance, Llc. 161.174 5,89 34.032 5,43
2026-04-08 13F Pines Wealth Management, LLC 18.295 -2,60 3.863 -3,04
2026-04-21 13F Everpar Advisors Llc 1.450 -15,45 306 -15,70
2026-05-08 13F Vanguard Advisers Inc 2.727 576
2026-05-11 13F Fairscale Capital, LLC 5.442 -15,97 1.149 -16,31
2026-05-15 13F Citadel Advisors Llc Put 8.300 53,70 1.753 53,01
2026-05-15 13F Citadel Advisors Llc Call 5.800 13,73 1.225 13,23
2026-04-28 13F Marietta Investment Partners Llc 1.162 0,00 245 -0,41
2026-04-17 13F Brave Asset Management Inc 13.242 0,00 2.796 -0,43
2026-05-11 13F Partners in Financial Planning 1.361 -0,87 287 -1,37
2026-05-14 13F Taylor Financial Group, Inc. 8.782 0,52 1.854 0,11
2026-05-15 13F Pin Oak Investment Advisors Inc 20 0,00 0
2026-04-23 13F Next Level Private LLC 1.138 240
2026-05-15 13F Tower Research Capital LLC (TRC) 39.463 4.851,44 8.333 4.830,18
2026-04-23 13F Simmons Bank 1.184 -11,90 250 -12,28
2026-05-05 13F Bank of New York Mellon Corp 1.138.151 -3,41 240.321 -3,83
2026-05-01 13F Sovran Advisors, LLC 94.104 0,50 21.048 3,22
2026-04-30 13F SkyOak Wealth, LLC 2.458 0,00 519 -0,38
2026-05-12 13F Jane Street Group, Llc Call 11.200 8,74 2.365 8,24
2026-04-13 13F Breachway Investments LLC 6.976 26,84 1.313 12,61
2026-04-24 13F Bellevue Asset Management, Llc 74 0,00 16 0,00
2026-05-08 13F Strategic Financial Services, Inc, 1.130 239
2026-05-06 13F Quest 10 Wealth Builders, Inc. 725 -9,60 153 -10,00
2026-05-07 13F One Charles Private Wealth Services, LLC 1.423 0,00 300 -0,33
2026-04-13 13F St Germain D J Co Inc 1.130 -39,18 239 -39,59
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 1.923 1,48 406 1,25
2026-05-12 13F Insigneo Advisory Services, Llc 4.291 4,63 906 4,26
2026-04-28 13F PUREfi Wealth, LLC 3.043 -14,33 643 -14,74
2026-04-24 13F UMA Financial Services, Inc. 135.184 -5,02 28.544 -5,43
2026-04-30 13F Personal Cfo Solutions, Llc 5.796 1.224
2026-05-06 13F Sterling Financial Planning, Inc. 22.858 -0,45 4.826 -0,88
2026-05-11 13F White Pine Capital Llc 8.023 0,29 1.694 -0,12
2026-04-30 13F Madison Wealth Partners, Inc 2.829 -0,32 597 -0,67
2026-04-10 13F Prosperity Planning, Inc. 53.278 -1,71 11.250 -2,14
2026-04-15 13F LongView Wealth Management 4.177 -0,52 909 -0,44
2026-05-14 13F Davis Wealth Advisors, LLC 26.244 -7,58 5.541 -7,97
2026-04-15 13F Trust Co Of Toledo Na /oh/ 6.836 -0,73 1.443 -1,16
2026-05-11 13F New Age Alpha Advisors, LLC 12.125 -20,95 2.560 -21,28
2026-04-27 13F PAX Financial Group, LLC 144.883 3,31 30.592 2,86
2026-01-30 13F Richardson Capital Management LLC 0 -100,00 0
2026-05-08 13F Curtis Wealth Management Llc 15.816 -5,77 3.340 -8,37
2026-05-14 13F Redwood Investment Management, Llc 24.940 40,17 5 66,67
2026-04-24 13F Fulton Bank, N.a. 1.931 0,00 408 -0,49
2026-04-22 13F Hurlow Wealth Management Group, Inc. 1.240 0,00 262 -0,38
2026-04-22 13F Cornerstone Wealth Group, LLC 997 219
2026-05-07 13F Dakota Wealth Management 993 1,33 210 0,97
2026-05-07 13F Sagespring Wealth Partners, Llc 1.559 -22,75 329 -22,95
2026-04-29 13F Stenger Family Office, LLC 27.050 0,00 5.712 -0,44
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-04-29 13F/A Salem Investment Counselors Inc 7.270 0,00 1.535 -0,39
2026-04-27 13F Insight Inv LLC 376 0,00 79 0,00
2026-05-12 13F Ballast Advisors Llc 834 87,00 0 -100,00
2026-05-04 13F Legacy Capital Group California, Inc. 0 -100,00 0
2026-04-17 13F High Net Worth Advisory Group LLC 2.500 0,00 528 -0,57
2026-05-05 13F Leo Wealth, LLC 22.355 0,06 4.720 -0,36
2026-05-15 13F XTX Topco Ltd 16.037 -32,31 3.386 -32,60
2026-04-16 13F Tactive Advisors, LLC 4.616 1,65 975 1,25
2026-05-08 13F Curtis Advisory Group, LLC 1.964 0,00 415 -0,48
2026-04-08 13F NorthCrest Asset Manangement, LLC 7.609 1.612
2026-05-12 13F Strategy Asset Managers Llc 3.338 26,58 705 25,94
2026-04-15 13F Signature Estate & Investment Advisors Llc 10.076 16,63 2.128 16,10
2026-05-06 13F Simon Quick Advisors, Llc 8.726 0,01 1.842 -0,43
2026-05-21 13F Montchanin Asset Management, Llc 1.480 0
2026-05-14 13F Pacific Financial Group Inc 26.887 -8,79 5.677 -9,18
2026-02-06 13F Gutierrez Wealth Advisory, LLC 0 -100,00 0
2026-04-27 13F Beacon Financial Advisory LLC 9.753 20,32 2.059 19,78
2026-05-05 13F Helium Advisors LLC 3.404 -2,18 719 -2,58
2026-05-11 13F Newport Capital Group, LLC 5.728 1,56 1.210 1,09
2026-04-09 13F Brown Wealth Management, Llc 1.753 5,35 370 5,11
2026-05-05 13F Wealthfront Advisers Llc 2.228 17,45 470 16,92
2026-05-14 13F Modern Wealth Management, LLC 286.370 11,65 60.564 11,35
2026-04-30 13F GreatBanc Trust CO 2.225 0,00 470 -0,42
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-05-04 13F LaFleur & Godfrey LLC 1.475 0,00 311 -0,32
2026-04-22 13F Krm Wealth Management L.l.c. 3.448 -0,92 728 -1,36
2026-04-20 13F Global Financial Private Client, LLC 1.923 38,44 406 38,10
2026-04-10 13F Charles Schwab Trust Co 0 -100,00 0
2026-04-17 13F Watershed Private Wealth Llc 3.744 -3,88 790 -4,24
2026-06-01 13F Foguth Wealth Management, LLC. 2.229 12,35 508 20,38
2026-04-13 13F TL Private Wealth 1.266 1,36 273 0,37
2026-04-28 13F Hobbs Wealth Management, LLC 51.943 0,48 10.968 0,05
2026-05-07 13F Sage Financial Group Inc 1.279 0,24 270 -0,37
2026-05-13 13F Benchmark Investment Advisors LLC 2.467 -23,67 521 -22,04
2026-05-13 13F Fortress Private Ledger, Llc 1.223 -2,00 258 -2,27
2026-04-30 13F Mv Capital Management, Inc. 97.684 -6,42 20.626 -6,83
2026-05-05 13F Investment Partners, Ltd. 24.392 2,88 5.150 2,43
2026-04-08 13F Ehrlich Financial Group 14.249 -72,60 3.009 -72,73
2026-05-11 13F Potentia Wealth 2.407 5,90 508 5,39
2026-05-15 13F Change Path, LLC 298.049 -3,54 62.933 -3,96
2026-05-13 13F Davis R M Inc 982 0,00 207 -0,48
2026-05-15 13F Charles Schwab Investment Management Inc 2.439 24,82 515 24,15
2026-04-16 13F Friday Financial 1.600 0,00 338 -0,59
2026-01-26 13F Covenant Partners, LLC 620 -7,74 131 -5,07
2026-05-13 13F 17 Capital Partners, Llc 10.934 8,73 2.309 8,26
2026-04-14 13F Baldwin Brothers Inc/ma 1.435 -1,37 303 -1,62
2026-01-15 13F Lighthouse Wealth Management Inc. 0 -100,00 0
2026-04-10 13F TCP Asset Management, LLC 1.934 7,68 408 7,37
2026-05-01 13F Team Financial Group, LLC 966 10,78 204 10,33
2026-04-24 13F Black Swift Group, LLC 1.400 0,00 296 -0,34
2026-05-14 13F Jump Financial, LLC 30.262 6.390
2026-05-07 13F Oak Harbor Wealth Partners, Llc 271 0,00 57 0,00
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