Statistici de bază
| Proprietari instituționali | 2769 total, 2763 long only, 1 short only, 5 long/short - change of 1,46% MRQ |
| Alocarea medie a portofoliului | 0.9076 % - change of -0,38% MRQ |
| Acțiuni instituționale (lung) | 552.912.795 (ex 13D/G) - change of 7,71MM shares 1,41% MRQ |
| Valoare instituțională (lungă) | $ 67.057.123 USD ($1000) |
Proprietatea instituțională și acționarii
iShares Trust - iShares Core S&P Small-Cap ETF (GB:0JH3) are 2769 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 552,912,795 acțiuni. Cei mai mari acționari includ Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Fmr Llc, Jones Financial Companies Lllp, Morgan Stanley, Envestnet Asset Management Inc, LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, and Bank of New York Mellon Corp .
iShares Trust - iShares Core S&P Small-Cap ETF (LSE:0JH3) 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.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Core S&P Small-Cap ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 2988 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Vision Retirement, LLC | 850 | -47,43 | 106 | -45,88 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 4.705 | 1 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 42 | 5 | ||||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 154.651 | -1,25 | 20.221 | 2,13 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 1.559 | 211 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 7.516 | -0,25 | 934 | 3,20 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 38.880 | 48,28 | 4.833 | 53,38 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 12.654 | 146,47 | 1.725 | 179,42 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 5.709 | -3,95 | 710 | -0,70 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 56.985 | 730,08 | 7.678 | 784,45 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 108.578 | -0,46 | 13.497 | 2,05 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 318.649 | 0,06 | 39.611 | 3,50 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 104.410 | -8,48 | 12.979 | -5,33 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 76.917 | -11,00 | 9.562 | -7,94 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 3.338 | -34,64 | 225 | -63,30 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 9.230 | -17,81 | 465 | -65,60 | ||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 149.327 | 11,47 | 18.563 | 15,30 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 370 | -20,77 | 46 | -19,64 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Atwater Malick LLC | 5.273 | 655 | ||||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 7.556 | -0,59 | 939 | 2,85 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 19.161 | -17,30 | 2.382 | -14,48 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 522.704 | -5,13 | 64.977 | -1,87 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 12.158 | 9,80 | 1.511 | 13,61 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 4.134 | -0,72 | 519 | 3,60 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 3.480 | 5,42 | 433 | 9,09 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1.996 | 1,11 | 248 | -4,62 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 49.963 | -0,23 | 6.211 | 3,19 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 1.324.064 | 22,18 | 164.594 | 26,37 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 42.893 | -28,41 | 5.332 | -25,94 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 172.228 | -9,75 | 21.410 | -6,65 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 2.692 | -98,68 | 335 | -98,64 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 69.833 | -0,36 | 8.681 | 3,05 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 2.391 | -30,25 | 297 | -27,74 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.122 | 0,00 | 135 | 0,75 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2.768 | -5,24 | 344 | -1,99 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 194.116 | -2,10 | 24.115 | 1,17 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 25 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 107.304 | -0,23 | 13.339 | 3,20 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 8.554 | 8,35 | 1.063 | 12,13 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 193.084 | -7,95 | 24.002 | -4,78 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 2.010 | 4,42 | 250 | 7,79 | ||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 111.018 | 1,00 | 13.801 | 4,47 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 4.459 | 0,00 | 554 | 3,55 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 4.771 | 8,01 | 593 | 11,89 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Financial Life Planners | 192 | 24 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 6.527 | -7,58 | 811 | -4,36 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 41.638 | 3,27 | 5.176 | 6,83 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 7.301 | -0,94 | 908 | 2,49 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 216.568 | 1,33 | 26.922 | 4,81 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 2.050 | 0,00 | 255 | 3,25 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 6.630 | 0,23 | 824 | 3,78 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 5.054 | -7,13 | 698 | 0,87 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 2.278 | -20,85 | 283 | -17,97 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 6.885 | 49,09 | 856 | 54,33 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 3.141 | 0,13 | 390 | 3,45 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 2.739 | 12,53 | 340 | 16,44 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 549.283 | -2,24 | 68.281 | 1,12 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 14.918 | -4,52 | 1.855 | -1,23 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 5.947 | -27,03 | 739 | -24,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 434.480 | 2,30 | 52.216 | 3,46 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 3.132 | -1,91 | 389 | 1,57 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 5.293 | -7,56 | 658 | -4,51 | ||||
| 2026-04-20 | 13F | Kopp Family Office, LLC | 141 | 0,00 | 18 | 6,25 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 216.066 | 0,63 | 26.859 | 4,08 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 42.150 | 1,04 | 5.240 | 4,51 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 6.884 | -1,90 | 856 | 1,42 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 30.485 | 14,03 | 3.790 | 17,93 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 2.554 | 0,00 | 317 | 3,59 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Romano Brothers And Company | 46.706 | -6,05 | 5.806 | -2,83 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.104.333 | -3,40 | 132.719 | -2,30 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 52 | -98,11 | 6 | -98,16 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 1.768 | 213 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 8.641 | 0,29 | 1.074 | 3,77 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 1.934 | -2,47 | 240 | 0,84 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2.328 | -4,55 | 289 | -1,37 | ||||
| 2026-05-12 | 13F | Kmt Wealth Management, Llc | 8.383 | 28,14 | 1.042 | 32,57 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 295.641 | 12,88 | 38.655 | 22,81 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 38.638 | -0,42 | 4.803 | 3,00 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 2.417 | 15,48 | 300 | 19,52 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 3.321 | -0,51 | 413 | 2,74 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Sun Financial Inc | 2.013 | 0,05 | 274 | 13,69 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 2.283 | 0,04 | 284 | 3,28 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 462.245 | -4,28 | 57.462 | -0,99 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 4.605 | -18,12 | 1 | |||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 12.615 | -14,38 | 1.568 | -11,41 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 23.935 | 2.975 | ||||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 46.787 | -1,08 | 5.816 | 2,32 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 2.840 | 353 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 17.711 | 0,00 | 2.202 | 3,43 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 15.770 | 1,90 | 1.950 | 5,35 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 254.679 | 2,87 | 35.174 | 8,93 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 68.287 | 4,41 | 8.489 | 8,00 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 17.321 | 0,02 | 2.153 | 3,46 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 49.017 | 0,01 | 6.093 | 3,45 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 28.000 | -0,44 | 3.481 | 2,99 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 5.781 | 0,00 | 719 | 3,46 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 3.179 | 1,11 | 395 | 4,77 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 129.831 | 0,32 | 16.139 | 3,77 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 11.752 | 0,00 | 1.461 | 3,40 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 1.954 | 0,00 | 243 | 3,42 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 3.160 | 0,03 | 393 | 3,43 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 16.900 | -5,31 | 2.101 | -2,05 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 7.727 | -2,36 | 961 | 0,95 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 2.898 | -8,52 | 360 | -5,26 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 99.452 | -2,51 | 12.363 | 0,84 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 17.339 | 101,15 | 2.155 | 108,21 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | Put | 3.000 | 373 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 7.150 | 0,00 | 1 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 99.836 | -0,80 | 12.411 | 2,61 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 9.201 | 1,84 | 1.144 | 5,35 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 2.058 | -6,11 | 256 | -3,04 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 107.312 | 102,00 | 13.343 | 108,89 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 11.466 | -6,85 | 1.425 | -3,65 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 33.152 | 18,30 | 4.121 | 22,39 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 9.289 | -0,72 | 1.155 | 2,67 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 5.600 | 8,74 | 696 | 12,62 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 26.598 | 2,14 | 3.306 | 5,66 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4.860.873 | -0,78 | 604.255 | 2,63 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 86.765 | 2,10 | 10.786 | 5,60 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 5.905 | 0,07 | 734 | 3,53 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 84.323 | -0,34 | 10.482 | 3,09 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 9.931 | 23,49 | 1.235 | 27,74 | ||||
| 2026-05-28 | 13F | Ramiah Investment Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 48.060 | 29,85 | 5.974 | 34,31 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 156.719 | 2,40 | 19.482 | 5,92 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 22.555 | -0,04 | 2.804 | 3,43 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 5.263.528 | -15,60 | 654.309 | -12,70 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 16.112 | -5,64 | 2.185 | -0,14 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 5.199 | -71,32 | 646 | -70,34 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 7.863 | 0,00 | 977 | 3,50 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 24.184 | -13,47 | 3.006 | -10,48 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 3.305 | 0,00 | 411 | 3,27 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 33.132 | -1,59 | 4.119 | 1,78 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1.470 | -2,65 | 183 | 0,55 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2.110.941 | -5,23 | 260.492 | -2,80 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 25.264 | -3,08 | 3.141 | 0,26 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 1.640 | 204 | ||||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 2.119 | -1,21 | 263 | 2,33 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 57.543 | 6,93 | 7.162 | 10,73 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 4.289 | 138,81 | 533 | 147,91 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 121.430 | 0,19 | 15.095 | 3,62 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 8.572 | -35,90 | 1.066 | -33,73 | ||||
| 2026-04-06 | 13F | CX Institutional | 83.334 | 21,23 | 10 | 25,00 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 10.651 | -0,21 | 1.324 | 3,28 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 9.124 | -0,46 | 1.134 | 3,00 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 8.345 | -3,04 | 1.037 | 0,29 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 11.367 | 10,15 | 1.413 | 13,87 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 17.657 | 14,47 | 2.195 | 18,40 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 35.899 | -14,80 | 4.463 | -11,87 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 20.385 | -0,05 | 2.534 | 3,39 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 496 | 0,00 | 62 | 3,39 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 3.047 | 1,60 | 379 | 5,00 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 4.679 | 0,09 | 582 | 3,57 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2.012 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5.548 | 217,21 | 736 | 228,57 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 122.300 | -2,16 | 15.203 | 1,20 | ||||
| 2026-05-11 | 13F | Starr Indemnity & Liability Co | 320.950 | 0,00 | 39.897 | 3,44 | ||||
| 2026-05-11 | 13F | C V Starr & Co Inc | 200.458 | 0,00 | 24.919 | 3,43 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 19.864.667 | 22,16 | 2.420.264 | 23,85 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 6.019 | 8,90 | 748 | 12,65 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 112.811 | -5,19 | 14.023 | -1,93 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 6.464.078 | 5,38 | 803.550 | 9,00 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 4.128 | -1,31 | 496 | -0,20 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 4.408 | -34,75 | 548 | -32,43 | ||||
| 2026-04-21 | 13F | Corecam AG | 39.850 | -15,50 | 4.953 | -12,63 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 112.039 | -2,07 | 13.465 | -0,96 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Bailard, Inc. | 121.389 | -0,17 | 15.090 | 3,26 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 133.423 | 2,68 | 16.586 | 6,21 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 856.289 | -0,45 | 106.444 | 2,97 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 4.790 | 4,18 | 595 | 7,79 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 15.306 | -3,17 | 1.903 | 0,16 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 365.320 | 65,19 | 45.413 | 69,08 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 375 | 0,00 | 47 | 2,22 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.840 | 0,00 | 221 | 1,38 | ||||
| 2026-04-08 | 13F | Exchange Bank | 5.939 | 6,85 | 738 | 10,64 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 20.818 | 4,25 | 2.588 | 7,84 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 4.294 | 0,00 | 534 | 3,29 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 4.336 | -4,77 | 539 | -8,49 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 25.843 | -1,16 | 3.212 | 2,23 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 58.477 | 780,28 | 7.269 | 810,90 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 74.139 | -0,47 | 9.216 | 2,96 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 1.825 | -4,15 | 227 | -0,88 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 7.846 | 975 | ||||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 820 | 102 | ||||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 1.755 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 13.450 | -0,49 | 1.672 | 2,96 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 1.346 | 0,00 | 167 | 3,73 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 1.778 | 3,01 | 221 | 6,76 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 16.835 | 2,23 | 2 | 100,00 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 43.627 | 0,23 | 5.423 | 3,69 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 11.316 | 1.407 | ||||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 174.039 | 0,00 | 21.635 | 3,43 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 2 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Alerus Financial Na | 3.791 | -0,39 | 471 | 3,06 | ||||
| 2026-05-14 | 13F | Aristides Capital LLC | 72.428 | 15,48 | 9.004 | 19,45 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 33.884 | -0,36 | 4.212 | 3,08 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 15.010 | 1,47 | 1.866 | 4,95 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 1.620 | 201 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2.543 | 30,75 | 316 | 35,62 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 36.157 | -2,66 | 4.495 | 0,67 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 188.708 | -2,63 | 23.458 | 0,72 | ||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 70.338 | -3,86 | 8.744 | -0,56 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 36.656 | 7,73 | 4.557 | 11,42 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 10.002 | -6,36 | 1.243 | -3,12 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 14.677 | -19,71 | 1.824 | -16,98 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 4.229 | 0,00 | 526 | 3,35 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 76.069 | -5,19 | 9.456 | -1,93 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 46.968 | 4,39 | 5.839 | 7,97 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 3.833 | 0,18 | 476 | 3,70 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 51.472 | -8,18 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 6.308 | -2,11 | 784 | 1,29 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 1.557 | -0,51 | 211 | 3,45 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 136.000 | 1,49 | 16.906 | 4,98 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 2.881 | 358 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 3.967 | 493 | ||||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 5.756 | 0,03 | 715 | 3,47 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 5.443 | 0,02 | 677 | 3,36 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 533 | 0,00 | 73 | 5,88 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.586.898 | 2,31 | 197.330 | 5,81 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1.886 | -5,70 | 234 | -2,50 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 105 | 0,00 | 13 | 8,33 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 41.307 | -36,03 | 5.135 | -33,83 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 3.992 | -5,65 | 496 | -2,36 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 15.248 | 0,01 | 1.895 | 3,44 | ||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 15.166 | 1.885 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 73.975 | 1.187,87 | 9.193 | 1.232,32 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 107.362 | -3,17 | 13.346 | 0,17 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2.243 | -1,23 | 279 | 2,21 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 78.855 | 23,02 | 9.802 | 27,25 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 403.770 | 4,51 | 50.193 | 8,10 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 33.829 | 1,71 | 4.205 | 5,20 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 8.390 | 0,00 | 1.043 | 3,37 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 3.142 | -7,91 | 391 | -4,88 | ||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 251.474 | 2,85 | 31.261 | 6,38 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1.685 | 0,00 | 209 | 3,47 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 251 | -32,53 | 31 | -29,55 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 935 | 116 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 1.702 | 0,00 | 212 | 3,43 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 18.991 | 0,00 | 2.361 | 3,42 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 18.403 | 310,51 | 2.288 | 325,09 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 6.997 | -36,03 | 870 | -33,87 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 8.122 | 5,71 | 1 | |||||
| 2026-04-15 | 13F | NorthAvenue LLC | 545 | 0,00 | 68 | 3,08 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 1.879 | -39,70 | 234 | -37,70 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 11.280 | 0,43 | 1.402 | 3,93 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 93.511 | -4,94 | 11.729 | -2,99 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 559 | 16,22 | 0 | |||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2.847 | 1.205,96 | 354 | 51,50 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 28.240 | 10,61 | 3.510 | 15,38 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 7.513 | 2,72 | 903 | 3,80 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 3.041 | -4,76 | 378 | -1,57 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.967 | -7,30 | 245 | -4,31 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 157.733 | -43,65 | 19.608 | -41,71 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 271.139 | -0,70 | 33.705 | 2,71 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 47.513 | -6,02 | 5.906 | -2,78 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 7.116 | -1,60 | 885 | 1,73 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 40.590 | -1,26 | 5.046 | 2,13 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 852.360 | 2,11 | 106 | 5,00 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 3.945 | 0,10 | 490 | 3,59 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1.838 | 228 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2.121.252 | -4,16 | 239.293 | -1,82 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 6.298 | 0,00 | 783 | 3,44 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 4.389 | -0,43 | 546 | 3,02 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 48.059 | 322,72 | 5.974 | 337,34 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 90.858 | 64,24 | 11.293 | 69,88 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 62.541 | 1,80 | 7.774 | 5,31 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 255.443 | 2,21 | 34.584 | 6,35 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 13.596 | 100,09 | 1.690 | 107,11 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 5.455 | -2,85 | 678 | 0,59 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 8.511 | 12,27 | 1.058 | 16,14 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 191.168 | 96,70 | 23.764 | 103,46 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 975 | 0,00 | 121 | 3,42 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 42.064 | -1,06 | 5.229 | 2,35 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 23.236 | 0,18 | 2.888 | 3,62 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 7.375 | 12,15 | 917 | 15,95 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 1.719 | 0,00 | 214 | 3,40 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 43.805 | 2,53 | 5.445 | 6,06 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 1.310.877 | 24,54 | 162.955 | 28,82 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 10.482 | 0,00 | 1.303 | 3,49 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 2.904 | 0,00 | 361 | 3,15 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 5.344 | -8,54 | 664 | -5,41 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 5.331 | -7,93 | 663 | -4,75 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1.897 | -0,37 | 236 | 3,07 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 4.581 | 6,04 | 569 | 10,92 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 1.797 | 3,51 | 223 | 7,21 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 59.238 | 2,79 | 7 | 16,67 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 18.506 | -0,15 | 2.300 | 3,28 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 240.841 | 22,02 | 29.939 | 27,64 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5.967 | 14,22 | 742 | 18,18 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 49.815 | -14,62 | 6.193 | -11,68 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 66.693 | 0,53 | 8.291 | 3,99 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 337 | -11,78 | 42 | -8,89 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 14.064 | 0,91 | 1.748 | 4,42 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.969.682 | -3,05 | 244.851 | 0,28 | ||||
| 2026-05-15 | 13F | Nepc Llc | 33.803 | 0,12 | 4.202 | 3,57 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 418.893 | 2,01 | 52.073 | 5,52 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 2.839 | 353 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1.213.599 | 2,62 | 150.862 | 6,15 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Agf Management Ltd | 20.025 | -0,87 | 2.489 | 2,55 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 1.626 | 0,00 | 202 | -1,94 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2.475 | -7,27 | 308 | -4,06 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.787 | -12,77 | 335 | -11,87 | ||||
| 2026-05-14 | 13F | Paragon Capital Management LLC | 2.535 | 0,04 | 315 | 3,62 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.981 | 149,81 | 1.489 | 158,51 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 38.807 | -2,90 | 4.824 | 0,44 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 113.198 | -1,09 | 14.072 | 2,30 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 74.557 | 3,89 | 9.268 | 7,47 | ||||
| 2026-04-14 | 13F | Legacy Trust | 77.379 | 1,38 | 9.619 | 4,86 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 323.477 | 14,85 | 40.211 | 18,80 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1.015 | -30,86 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 11.637 | -0,58 | 1.447 | 2,84 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 19.517 | -8,05 | 2.426 | -4,86 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 16.150 | -37,84 | 2.008 | -35,71 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 44.317 | 0,19 | 5.509 | 3,65 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 2.239 | 8,74 | 278 | 2,58 | ||||
| 2026-05-14 | 13F | Signet Investment Advisory Group, Inc. | 2.507 | -4,50 | 312 | -1,27 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 5.699 | 0,00 | 745 | 8,92 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 41.774 | -11,14 | 5.193 | -8,09 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 82.730 | -2,63 | 10.284 | 0,72 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 37.382 | 2,52 | 4.647 | 6,05 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 725 | -14,61 | 90 | -11,76 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 1.609 | -0,92 | 202 | -1,94 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 2.162 | -3,14 | 269 | 0,00 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 67.181 | 1,41 | 8.351 | 4,90 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 18.527 | -4,01 | 2.303 | -0,69 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 2.728 | 0,55 | 339 | 3,99 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 57.558 | 94,00 | 7.155 | 100,67 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 3.303 | -1,61 | 411 | 1,74 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 90.685 | 5,60 | 11.237 | 8,89 | ||||
| 2026-01-23 | 13F | Founders Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 47.852 | 0,14 | 5.948 | 3,59 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 217 | -10,33 | 27 | -6,90 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 13.733 | -24,37 | 1.707 | -21,84 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 23.513 | 0,53 | 2.921 | 145.900,00 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 3.482 | -0,71 | 433 | 2,61 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 304.002 | 12,47 | 37.791 | 16,33 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 124.228 | 23,40 | 15.443 | 27,64 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 3.622 | -5,53 | 450 | -2,17 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 22.514 | 6,98 | 2.721 | 7,59 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 9.673 | -55,23 | 1.203 | -53,89 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5.300 | 6,88 | 659 | 10,59 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 5.528 | 87,45 | 687 | 94,07 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 48 | 0,00 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 36.753 | -46,38 | 4.569 | -44,55 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 55.073 | -50,14 | 6.846 | -48,42 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 60.787 | -1,62 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 2.973 | -3,66 | 370 | -0,27 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 160.901 | -1,11 | 20.002 | 2,29 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 1.708 | 0,00 | 212 | 3,41 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41.016 | -3,46 | 5.099 | -0,16 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 29.342 | -8,21 | 3.648 | -5,05 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 160 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 74.719 | 24,32 | 9.288 | 28,59 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 2.365 | 0,55 | 294 | 3,90 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 6.108 | 1,88 | 759 | 5,42 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 45.401 | -0,96 | 5.456 | 0,17 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 14.203 | -0,94 | 1.766 | 2,44 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 49.400 | 12,96 | 6.141 | 16,84 | ||||
| 2026-04-22 | 13F | Vicus Capital | 136.206 | -19,29 | 16.932 | -16,51 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 233.584 | 1,84 | 29.037 | 4,36 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 162.669 | 13,99 | 20.221 | 17,91 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 6.199 | -45,43 | 771 | -43,63 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 26.648 | 41,99 | 3.313 | 46,87 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 2.647 | -7,74 | 329 | -4,36 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 114.077 | -9,65 | 14 | -6,67 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 172 | 0,00 | 21 | 5,00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.773 | -23,35 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 11.497 | -1,34 | 1.429 | -4,29 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.678 | 0,06 | 209 | 3,48 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 25.161 | -2,53 | 3.128 | 0,81 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 7.265 | -50,00 | 903 | -50,17 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 899 | -31,84 | 112 | -29,75 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 14.380 | -44,65 | 1.788 | -42,76 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 41.574 | 6,84 | 5.168 | 10,52 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 224 | 0,00 | 28 | 3,85 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 1.869 | 1,85 | 232 | 5,45 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 51.804 | 2,27 | 6.440 | 5,78 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 2.129 | 0,00 | 265 | 3,53 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 310.418 | -2,36 | 38.588 | 1,00 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 3.427 | 0,00 | 426 | 3,65 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 11.619 | 0,55 | 1.444 | 4,03 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 5.532 | 16,83 | 688 | 20,74 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 14.320 | -5,17 | 1.497 | -17,48 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 10.926 | 9,44 | 1.358 | 13,26 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 7.183 | -51,75 | 893 | -50,14 | ||||
| 2026-05-08 | 13F | Dale Q Rice Investment Management Ltd | 4.366 | 5,26 | 543 | 8,84 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8.083 | -0,26 | 1.005 | 3,19 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 22.701 | 3,81 | 2.822 | 7,34 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 64.316 | -32,63 | 7.995 | -30,31 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 107.198 | 14,36 | 13.326 | 18,29 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 16.442 | -35,90 | 2.044 | -33,71 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 3.333 | -0,89 | 414 | 2,48 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 514 | 0,00 | 64 | 3,28 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 763 | 18.975,00 | 95 | |||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 1.242 | 154 | ||||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2.299 | 286 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 25.063 | 2,76 | 3.116 | 6,28 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 2.410 | -3,41 | 300 | 0,00 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 7.206 | -15,44 | 896 | -12,60 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 82.164 | -0,46 | 10.214 | 2,95 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 11.973 | -13,01 | 1.488 | -10,04 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 249 | -28,65 | 31 | -26,83 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 61.295 | 41,43 | 7.620 | 46,29 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 10.546 | 0,00 | 1.311 | 3,39 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 6.215 | 2,34 | 773 | 5,90 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 10.729 | 0,00 | 1.334 | 3,41 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 243.717 | 0,42 | 30.296 | 3,87 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 63.777 | -8,42 | 7.928 | -5,27 | ||||
| 2026-04-27 | 13F | Nationwide Fund Advisors | 2.684.005 | 27,58 | 333.649 | 31,96 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1.843 | 6,10 | 229 | 10,10 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 3.682 | -27,22 | 458 | -24,71 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.103.300 | -9,96 | 372.955 | 91.086,80 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 37.687 | 3,74 | 4.685 | 7,31 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 543 | -24,06 | 68 | -21,18 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 8.089 | 19,29 | 1.006 | 23,46 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2.341.216 | 2,27 | 291.037 | 5,71 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 8.504 | 0,53 | 1.057 | 4,04 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 2.319 | 19,97 | 288 | 24,14 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 1.703 | -36,69 | 212 | -34,67 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 318 | 0,00 | 40 | 2,63 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 4.660 | 0,00 | 579 | 3,39 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 2.627 | 0,00 | 327 | 3,49 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 372 | 0,00 | 46 | 4,55 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 3.359 | -24,65 | 418 | -22,06 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 18.727 | 237,06 | 2.543 | 281,11 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 48.815 | -17,96 | 6.609 | -7,57 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 10.215 | -0,23 | 1.270 | 3,17 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 96.497 | -4,91 | 11.996 | -1,64 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10.271 | -14,64 | 1.277 | -11,76 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 211.859 | 27,45 | 26.336 | 31,83 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 38.476 | 2,88 | 4.783 | 6,41 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 208 | 144,71 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 531.582 | 1,05 | 66.081 | 4,53 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 173.598 | -0,79 | 21.580 | 2,62 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 3.493 | 95,25 | 434 | 101,86 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 27.678 | 1,14 | 3.441 | 4,62 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | FLC Capital Advisors | 10.283 | -5,55 | 1.278 | -2,29 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 14.214 | 15,22 | 1.767 | 19,16 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 22.580 | -34,06 | 2.807 | -31,81 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 4.677 | -13,96 | 581 | -11,03 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 11.780 | -5,01 | 1.464 | -1,74 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 2.006 | 0,30 | 249 | 3,75 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 10.442 | -0,11 | 1.298 | 3,26 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 162.820 | 6,61 | 20.240 | 10,28 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 58.881 | -5,40 | 7.319 | -2,15 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 5.105 | -32,87 | 635 | -30,56 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 5.958 | 13,31 | 741 | 17,27 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 8.871 | -0,22 | 1.103 | 3,18 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 82.009 | 0,71 | 10.194 | 4,17 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 183 | 23 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 9.520 | 3,38 | 1.183 | 6,96 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 2.761 | 0,00 | 343 | 3,63 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 20.506 | -0,89 | 2.549 | 2,53 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 5.658 | -0,25 | 703 | 3,23 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 16.374 | -10,64 | 2.275 | 3,27 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 6.315 | 0,00 | 785 | 3,56 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 4.090 | 44,22 | 508 | 49,41 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1.468.209 | -0,19 | 182.513 | 3,24 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 623.238 | 85,62 | 77.475 | 92,00 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 4.331 | -0,09 | 538 | 3,46 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 500.941 | 1,67 | 62.272 | 5,16 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 10.154.592 | 6,03 | 1.262.317 | 9,67 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 5.884 | 14,74 | 731 | 18,67 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 25.064 | 156,99 | 3.116 | 165,78 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 88.305 | 0,92 | 10.977 | 4,38 | ||||
| 2026-05-19 | 13F | Cim Investment Mangement Inc | 104.389 | -0,49 | 12.977 | 2,93 | ||||
| 2026-04-14 | 13F | Corecam Pte. Ltd. | 88.730 | -11,61 | 11.028 | -8,59 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.604.971 | 3,15 | 200 | 6,42 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 4.328 | -0,02 | 538 | 3,46 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.690.865 | 0,69 | 210.191 | 4,15 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 19.378 | 3,69 | 2.409 | -0,12 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 137.566 | -3,75 | 17.101 | -0,45 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2.662 | 0,00 | 331 | 3,45 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 20.634 | 5,68 | 2.565 | 9,29 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 5.157 | 0,00 | 641 | 3,55 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 2.182 | 18,01 | 271 | 22,07 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 322.311 | -3,49 | 40.067 | -0,18 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 32.467 | 4.492 | ||||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 24.129 | 0,00 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 856.543 | -3,44 | 106.477 | -0,12 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 300.957 | 4,02 | 37.412 | 7,60 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.062.178 | 13,08 | 132.039 | 16,96 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 184 | -63,27 | 23 | -63,33 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 15.144 | -0,39 | 1.883 | 3,01 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 11.941 | -0,15 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 9.555 | -8,52 | 1.188 | -5,42 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 51.605 | 3,08 | 6.415 | 6,63 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2.556 | 84,68 | 318 | 90,96 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 5.479 | 6,64 | 681 | 10,37 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 2.170 | -10,66 | 270 | -7,56 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 23.879 | 1,35 | 3.108 | 9,75 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 178.068 | 9,46 | 22.136 | 13,22 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.541 | -5,46 | 185 | -4,15 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 5.947 | 9,22 | 715 | 10,36 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 2.616 | -21,91 | 325 | -19,15 | ||||
| 2026-05-11 | 13F | Commerce Bank | 233.862 | 255,34 | 29.071 | 267,57 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 18.056 | 2.245 | ||||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 4.711 | -14,05 | 586 | -11,09 | ||||
| 2026-05-11 | 13F | United Bank | 362.688 | -7,59 | 45.086 | -4,42 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 4.976 | -13,17 | 619 | -10,17 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 28.515 | -10,96 | 3.544 | -7,90 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 31.350 | -3,44 | 3.897 | -0,10 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 5.856 | -0,20 | 728 | 3,12 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 2.000 | 0,00 | 252 | 5,00 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 1.348 | 0,00 | 168 | 3,09 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 32.570 | 2,89 | 4.049 | 6,41 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 10.467 | -0,72 | 1.301 | 2,68 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.151.858 | -0,39 | 143.187 | 3,03 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 108.737 | 24,98 | 13.517 | 29,29 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 5.099 | 634 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 3 | 0 | ||||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 80.157 | 9,19 | 9.964 | 12,94 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 14.437 | -1,03 | 1.795 | 2,34 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 50.995 | 23,06 | 6.129 | 24,45 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 1.637 | 203 | ||||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 439.606 | 30,06 | 54.647 | 34,53 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11.951 | -0,16 | 1.486 | 3,27 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 2.292 | -6,72 | 311 | -1,27 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 3.528 | 0,17 | 439 | 3,55 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 5.934 | 100,27 | 738 | 107,02 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 5.231 | 0,40 | 650 | 3,83 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 129.139 | -1,44 | 16.053 | 1,95 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 13.045 | 10,60 | 1.622 | 14,40 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 104 | 0,00 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 19.459 | -1,22 | 2.419 | 2,15 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 12.125 | 2,58 | 1.507 | 6,13 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 56.587 | 7,68 | 7.034 | 11,39 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 22.968 | -15,49 | 2.855 | -12,58 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 43.007 | 15,37 | 5.346 | 19,33 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 18.286 | -5,57 | 2.273 | -2,32 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 7.133 | 12,01 | 887 | 15,82 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 546.598 | 1,13 | 68 | 4,69 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 36.679 | -0,13 | 4.560 | -2,27 | ||||
| 2026-05-14 | 13F | Provida Pension Fund Administrator | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 22.838 | -0,53 | 2.839 | 2,86 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 29.246 | -1,78 | 3.636 | 1,59 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 47.972 | 2,22 | 5.963 | 5,73 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 1.613 | 201 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 935 | 12,38 | 112 | 14,29 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 407.957 | 0,42 | 50.713 | 3,87 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 8.713 | -3,57 | 1.083 | -0,18 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 3.552 | 0,00 | 442 | 3,52 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 21.728 | 4,16 | 2.701 | 5,63 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 8.269 | 10,61 | 1.028 | 14,37 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 47.325 | 18,59 | 5.883 | 22,66 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 31.502 | 4,72 | 3.916 | 8,33 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 153.949 | -2,94 | 19.137 | 0,40 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 3.316 | -28,70 | 412 | -26,16 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2.871 | 10,89 | 357 | 14,47 | ||||
| 2026-05-12 | 13F | Ames National Corp | 21.146 | 4,29 | 2.629 | 7,88 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 10.747 | -0,73 | 1.336 | 2,61 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 4.373 | 108,34 | 568 | 123,23 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 239 | 0,00 | 30 | 3,57 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 6.265 | -1,42 | 779 | 1,97 | ||||
| 2026-04-07 | 13F | St. Louis Financial Planners Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 244.385 | -2,15 | 30.380 | 1,21 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 5.061 | -0,78 | 608 | 0,33 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 85.615 | -2,70 | 10.643 | 0,64 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2.533 | 0,04 | 315 | 3,29 | ||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 3.770 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 62.804 | -1,68 | 7.807 | 1,71 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 6.296 | -1,32 | 761 | -0,65 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 3.724 | 0,00 | 0 | |||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 28.041 | -1,97 | 3.486 | 1,40 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 99 | -33,56 | 12 | -29,41 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 15 | 2 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.160 | -0,55 | 269 | 2,68 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 63.123 | 2,71 | 7.847 | 6,24 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 67.078 | -52,57 | 8.338 | -50,94 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 1.850 | 230 | ||||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 76.581 | 0,00 | 9.203 | 0,00 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 11.993 | 0,00 | 1.491 | 3,40 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2.607 | 44,35 | 324 | 50,00 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 15.385 | -2,45 | 1.913 | 0,90 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 37.567 | -2,49 | 4.670 | 0,86 | ||||
| 2026-05-07 | 13F | First National Trust Co | 318.505 | -5,37 | 39.593 | -2,11 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.207.467 | -10,78 | 150.100 | -7,72 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 16.843 | -1,69 | 2.024 | -0,54 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 655 | -1,36 | 89 | 3,53 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 4.282 | 0,30 | 532 | 3,70 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 5.700 | 0,00 | 709 | 3,36 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 252 | 0,00 | 31 | 3,33 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 7.088 | 881 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 2.787 | -7,59 | 346 | -4,42 | ||||
| 2026-05-04 | 13F | Maryland State Retirement & Pension System | 9.330 | 1,23 | 1.160 | 4,70 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 34.010 | 5,30 | 4.228 | 8,92 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 14.723.605 | -1,57 | 1.830.291 | 1,81 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 1.956 | 0,00 | 243 | -4,71 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 91.775 | 0,44 | 11.409 | 3,90 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 7.874 | -0,23 | 1.038 | -0,29 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 832 | -4,91 | 103 | -1,90 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 337.284 | 8,17 | 41.928 | 11,89 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 4.106 | 0,00 | 510 | 3,45 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 416 | 0,00 | 52 | 4,08 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 1.207 | -7,79 | 150 | -4,46 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 10.296 | -0,12 | 1.277 | 3,07 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 46.047 | -72,52 | 5.724 | -71,58 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 4.555 | 0,00 | 566 | 3,47 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 1.940 | 11,43 | 241 | 15,31 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 24.963 | -3,20 | 3.103 | 0,13 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 2.636 | 328 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 15.518 | -5,84 | 1.929 | -2,63 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 15.059 | -0,46 | 1.872 | 2,92 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.834 | 0,88 | 228 | 4,13 | ||||
| 2026-05-15 | 13F | EFG International AG | 180.846 | -1,60 | 22.481 | 1,78 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 5.594 | 21,77 | 695 | 25,91 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1.924 | 0,94 | 239 | 4,37 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 2.380 | -2,54 | 296 | 0,68 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 3.966 | 113,57 | 493 | 121,08 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 7.382 | 0,00 | 918 | 3,38 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 13.330 | 18,64 | 1.657 | 22,74 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 30.023 | 25,45 | 3.732 | 29,76 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 1.099 | -68,04 | 137 | -67,07 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 8.026 | -7,01 | 998 | -3,86 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 9.684 | -16,24 | 1.204 | -13,39 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 6.903 | -0,30 | 858 | 3,13 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.363 | 0,30 | 418 | 5,03 | ||||
| 2026-05-15 | 13F | Family Management Corp | 2.753 | 0,00 | 342 | 3,64 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 441 | 0,00 | 55 | 0,00 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 568 | 71 | ||||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 21.796 | -0,11 | 2.709 | 3,32 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 2.263 | -1,82 | 281 | 1,44 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 290 | 0,00 | 36 | 5,88 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 20.363 | 4,30 | 2.531 | 9,09 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 2.564 | -31,63 | 319 | -29,33 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 9.487 | -11,86 | 1.179 | -8,82 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 8.592 | -11,49 | 1.068 | -8,40 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 14.680 | 0,93 | 1.825 | 4,35 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 2.148 | 0,00 | 267 | 3,49 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 69.695 | -2,71 | 8.664 | 0,63 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1.818.014 | 6,88 | 225.997 | 10,55 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2.813 | -1,95 | 350 | 1,45 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 20.088 | 5,77 | 2.497 | 9,42 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 5.394 | 0,00 | 671 | 3,40 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 191.861 | 12,86 | 23.850 | 16,75 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 14.077 | -0,35 | 1.750 | 3,06 | ||||
| 2026-05-06 | 13F | CNB Bank | 5.549 | -0,45 | 690 | 2,99 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 90.248 | -1,83 | 11.219 | 1,56 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 5.417 | -17,37 | 673 | -14,49 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3.041 | -6,03 | 365 | -4,95 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 2.876 | 0,00 | 358 | 3,48 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 5.550 | 0,00 | 690 | 3,45 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 10.905 | 25,85 | 1.356 | 29,05 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 35.042 | 4,26 | 4.356 | 7,85 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 23.541 | -9,07 | 2.926 | -5,95 | ||||
| 2026-05-04 | 13F | Teachers Retirement System Of The State Of Kentucky | 11.553 | 0,00 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 92.144 | -7,39 | 11 | 0,00 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 118.021 | 0,22 | 14.671 | 3,67 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 7.024 | -0,06 | 873 | 3,44 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 136.144 | 319,41 | 16.924 | 333,84 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Capital Planning LLC | 36.106 | 14,95 | 4.488 | 17,73 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 13.175 | 16,77 | 1.638 | 20,72 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 19.210 | -1,53 | 2.388 | 1,83 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 6.786 | -20,65 | 844 | -17,03 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 2.730 | 0,70 | 339 | 4,31 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 6.502 | -15,53 | 808 | -11,89 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 7.779 | 967 | ||||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 53 | -91,91 | 7 | -92,31 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 1.279 | 31.875,00 | 159 | |||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 395.312 | -0,60 | 49.141 | 2,82 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4.666 | 0,00 | 607 | 2,02 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 122.880 | 1,70 | 15.275 | 5,20 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 3.500 | -4,66 | 435 | -1,36 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 13.032 | -1,16 | 1.620 | 2,27 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 275.741 | -0,51 | 34.277 | 2,91 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 13.015 | -2,86 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 1.943 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 3.000 | 0,00 | 373 | 3,33 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 101.538 | -36,00 | 12.622 | -33,80 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 20.450 | 0,00 | 2.542 | 3,46 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 16.906 | -1,35 | 2.102 | 2,04 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7.720.457 | -1,29 | 959.730 | 2,10 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 27.430 | -20,20 | 3.410 | -17,46 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 62 | 8 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 293.099 | 0,12 | 36.435 | 3,56 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 19.896 | -23,50 | 2.473 | -20,86 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 140 | 0,00 | 17 | 6,25 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 4.011.360 | 0,03 | 498.652 | 3,47 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 10.354 | 3,46 | 1.287 | 7,07 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 74.728 | 38,71 | 9.289 | 43,48 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 3.669 | -2,50 | 456 | 0,88 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 690 | 0,00 | 86 | 3,66 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 5.625 | 0,16 | 699 | 3,71 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 1.848 | -4,30 | 230 | -1,29 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 49.338 | 9,35 | 6.222 | 13,60 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 4.580 | 58,04 | 569 | 63,51 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 69.430 | 3,38 | 8.631 | 6,93 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 1.623 | 90,72 | 202 | 97,06 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 3.921 | 129,43 | 486 | 135,44 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 3.102 | 0,00 | 386 | 3,49 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 97.614 | 129,87 | 12.134 | 137,78 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 685 | 85 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 200.793 | -1,25 | 24.961 | 2,14 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 2.414 | 316 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 16.507 | 0,14 | 2.052 | 3,53 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 84.332 | 10.193 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 10.464 | 4,26 | 1.301 | 7,79 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 13.540 | 0,81 | 1.627 | 1,94 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 20.142 | -0,74 | 2.504 | 2,67 |
How Much do you Like Fintel?
Please share your opinion of our service!
Other Listings
| US:IJR | 137,68 USD |
