Statistici de bază
| Proprietari instituționali | 1797 total, 1789 long only, 1 short only, 7 long/short - change of 2,10% MRQ |
| Alocarea medie a portofoliului | 0.5293 % - change of 2,23% MRQ |
| Acțiuni instituționale (lung) | 229.752.480 (ex 13D/G) - change of 9,56MM shares 4,34% MRQ |
| Valoare instituțională (lungă) | $ 19.538.480 USD ($1000) |
Proprietatea instituțională și acționarii
Vanguard Specialized Funds - Vanguard Real Estate ETF (GB:0LOD) are 1797 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 229,752,480 acțiuni. Cei mai mari acționari includ Empower Advisory Group, LLC, Northwestern Mutual Wealth Management Co, Creative Planning, Bank Of America Corp /de/, Wealthfront Advisers Llc, Morgan Stanley, State of New Jersey Common Pension Fund D, Jpmorgan Chase & Co, Gallagher Fiduciary Advisors, LLC, and Us Bancorp \de\ .
Vanguard Specialized Funds - Vanguard Real Estate ETF (LSE:0LOD) 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
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Load All| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-07 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 6.028 | 0,02 | 535 | 0,19 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 174.117 | 20,10 | 15.444 | 20,38 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 93.988 | -2,12 | 8.208 | -3,41 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16.011 | -0,68 | 1.417 | -3,87 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 2.826 | 251 | ||||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 26.242 | -15,26 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2.719 | -1,95 | 241 | -1,63 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 4.979 | 442 | ||||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 14.095 | 0,03 | 1.250 | 0,32 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 2.500 | 0 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 61.338 | -1,67 | 5.441 | -1,43 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 31.055 | 45,69 | 2.755 | 46,02 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 83 | 7 | ||||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Bollard Group LLC | 127 | 0,79 | 0 | |||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 7.607 | 48,55 | 675 | 48,79 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 23.424 | 0,70 | 2.078 | 0,92 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 253.269 | 22.465 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 13.679 | 1.213 | ||||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 101.903 | 3,89 | 9.039 | 4,12 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 183.400 | 17,56 | 16.268 | 14,65 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 105.489 | 3,29 | 9.357 | 3,53 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6.003 | 30,56 | 532 | 31,03 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 488 | 0,00 | 43 | 0,00 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 22.805 | 117,27 | 2.025 | 117,63 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 2.646 | -3,04 | 235 | -2,90 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 15.745 | -5,20 | 1.397 | -4,97 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 13.183 | 5,55 | 1.169 | 5,79 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 83 | 0,00 | 7 | 0,00 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 209.248 | -1,00 | 18.560 | -0,76 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 27.545 | 3,92 | 2.442 | 122.000,00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 11.439 | 1,10 | 1.014 | 1,30 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 1 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 5.174 | -12,33 | 459 | -12,26 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 2.683 | 0,00 | 238 | 0,00 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 2.722 | -4,76 | 241 | -4,37 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 32 | 0,00 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 3.197 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 3.660.600 | 2,44 | 324.695 | 2,68 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 100.600 | -19,67 | 8.923 | -19,47 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 2.765 | 0,00 | 245 | 0,41 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 17.485 | 2,05 | 1.551 | 2,24 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 2.886 | 0,00 | 256 | 0,00 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 82.125 | 8,43 | 7.284 | 8,68 | ||||
| 2026-04-29 | 13F | Invested Advisors | 6.127 | 4,04 | 543 | 4,22 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 91 | 33,82 | 8 | 33,33 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 265 | 0,00 | 24 | 0,00 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 1.182 | 0,00 | 105 | 0,00 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1.112 | 0,00 | 99 | 0,00 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 187.509 | 6,77 | 16.632 | 7,03 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 18.665 | -20,78 | 1.656 | -20,59 | ||||
| 2026-02-17 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 11.666 | -19,09 | 1.035 | -18,90 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 849 | 0,00 | 75 | 0,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 15.252 | 26,77 | 1.353 | 27,07 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 22.547 | -4,28 | 2.000 | -4,08 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 99.764 | 219,78 | 8.828 | 209,54 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 22.848 | -7,54 | 2.027 | -7,32 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 23.794 | 2,98 | 2.110 | 3,23 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 39.469 | 0,42 | 3.501 | 0,66 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 3.816 | -6,86 | 338 | -6,63 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 7.016 | 1,98 | 681 | 12,01 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 7.016 | -18,01 | 622 | -17,83 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 14.434 | -3,24 | 1.387 | 3,43 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 22.956 | -66,42 | 2.023 | -66,74 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 4.308 | -4,29 | 382 | -4,02 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 45.430 | 74,36 | 4.030 | 74,79 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 38 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 11.439 | 1,87 | 1.015 | 2,11 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4.221 | 374 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9.558 | 6,83 | 848 | 7,08 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 6.900 | -78,23 | 612 | -78,18 | |||
| 2026-05-14 | 13F | Peak6 Llc | Put | 7.900 | 33,90 | 701 | 34,10 | |||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 33.702 | 10,40 | 2.989 | 10,66 | ||||
| 2026-05-14 | 13F | Peak6 Llc | 4.148 | 368 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 40.595 | 40,09 | 3.601 | 40,41 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 76.114 | -0,67 | 6.751 | -0,43 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 2.551 | 226 | ||||||
| 2026-05-11 | 13F | Fairfield University | 215.774 | 1,08 | 19.139 | 1,32 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 3.854 | -2,03 | 342 | -2,01 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 24.691 | -3,88 | 2.190 | -3,65 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 7.457 | 0,00 | 661 | 0,30 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 10.572 | -1,39 | 938 | -1,16 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 8.467 | 751 | ||||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 2.472 | 219 | ||||||
| 2026-04-24 | 13F | Deltec Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 58 | 0,00 | 5 | 0,00 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 7.570 | -1,68 | 671 | -1,47 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 6.771 | 9,90 | 601 | 10,09 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 114.420 | 10,41 | 10.149 | 10,68 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 245.563 | 140,15 | 21.781 | 140,73 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 64.763 | -3,06 | 5.744 | -5,94 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 348 | -20,91 | 0 | |||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 31.301 | 0,01 | 2.776 | 0,25 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 59.678 | 17,06 | 5.293 | 17,34 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 4.308 | -8,20 | 382 | -7,95 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 746 | 0,00 | 66 | 0,00 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 106.878 | 7,43 | 10.370 | 13,92 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7.564 | -0,70 | 671 | -0,59 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 5.588 | 12,89 | 496 | 13,01 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 34.501 | 9,01 | 3.060 | 9,29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 23.999 | 46,50 | 2.129 | 46,86 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 2.369 | 0,00 | 210 | 0,48 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 34.184 | 1,61 | 3.032 | 1,88 | ||||
| 2026-05-07 | 13F | Fidato Wealth LLC | 7.931 | -0,99 | 703 | -0,71 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.347 | -27,38 | 1.006 | -27,21 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 11 | -90,09 | 1 | -100,00 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 227.724 | -4,53 | 20.199 | -4,30 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 63.359 | -10,84 | 5.620 | -11,15 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 2 | 0 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.710 | -3,77 | 0 | |||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 11.639 | 108,43 | 1.016 | 104,02 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 759 | 72,89 | 67 | 76,32 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 64.919 | -1,28 | 5.758 | -1,05 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 14.527 | -5,26 | 1.289 | -5,01 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 3.229 | 0,00 | 286 | 0,35 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 106.605 | 5,98 | 10.145 | 11,53 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 13.435 | -17,25 | 1.192 | -17,06 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 16.622 | -7,08 | 1.474 | -6,83 | ||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 18.575 | -3,16 | 1.648 | -2,95 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12.681 | 12,30 | 1.125 | 12,51 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 3.805 | -9,75 | 337 | -9,65 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 11.621 | -2,15 | 1.031 | -1,90 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 262.380 | 2,12 | 23.273 | 2,37 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 107 | 67,19 | 10 | 100,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 90.969 | 1,04 | 8.070 | 1,28 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 4.522 | 0,00 | 401 | 0,25 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 19.827 | -0,45 | 1.759 | -4,30 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 113.440 | -0,77 | 10.062 | -0,52 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 48.326 | 21,44 | 4.287 | 21,73 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 103.616 | 1,33 | 9.191 | 1,57 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 519 | -5,46 | 46 | -4,17 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 16.742 | -3,49 | 1.485 | -3,26 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 20.120 | 26,63 | 1.780 | 22,59 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 109.381 | 0,52 | 9.702 | 0,76 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 4.276 | 0,00 | 379 | 0,26 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 276.709 | 9,51 | 24.544 | 9,77 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 683 | -18,79 | 61 | -18,92 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 32.924 | 9,74 | 2.920 | 10,02 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 34.949 | 1,53 | 3.100 | 1,74 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4.637 | 4,51 | 411 | 4,85 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 2.007 | 28.571,43 | 178 | |||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 54.798 | -2,30 | 4.861 | -5,36 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 2.459 | 0,00 | 218 | 0,46 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 12.100 | -42,33 | 1.073 | -42,19 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 6.628 | -30,83 | 588 | -30,70 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 2.548 | 0,00 | 226 | 0,44 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 1.203 | -6,16 | 107 | -6,19 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 25.025 | 2,14 | 2.220 | 2,35 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 16.749 | 3,25 | 1.486 | 3,48 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5.480 | -33,20 | 508 | -29,93 | ||||
| 2026-04-29 | 13F | Delta Capital Management Llc | 3.000 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 19.704 | 16,21 | 1.748 | 16,47 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 1.130 | 100 | ||||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 5.298 | 0,00 | 470 | 0,21 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 56.136 | -8,18 | 4.979 | -7,95 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 16.743 | 1.462 | ||||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 849.940 | 1,06 | 75.390 | 1,30 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 4.233 | 1,05 | 376 | 1,35 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.260 | 0,00 | 112 | 0,00 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 3.268 | 0,09 | 290 | 0,35 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 10.425 | 0,00 | 967 | 4,88 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 2.705 | 0,00 | 240 | 0,00 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 28.745 | 42,06 | 3 | 100,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 254 | 23 | ||||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 9.552 | -1,01 | 1 | |||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 3.728 | -1,51 | 331 | -1,20 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 15.822 | 6,06 | 1.403 | 6,29 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 10.817 | 2,03 | 959 | 2,24 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 12.620 | -17,31 | 1.119 | -17,11 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 57 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Cercano Management LLC | 106.191 | 9.419 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 17.140 | 16,40 | 1.520 | 16,65 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 14.607 | -32,10 | 1.300 | -31,69 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 480 | 0,00 | 43 | 0,00 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 272 | 0,00 | 24 | 0,00 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 2.569 | -8,41 | 228 | -8,47 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 16.482 | -4,39 | 1.462 | -4,20 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 3.285 | 0,00 | 291 | 0,34 | ||||
| 2026-05-15 | 13F | Gillson Capital LP | 107.900 | 10 | ||||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 10.098 | 18,31 | 896 | 18,54 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 11.334 | 101 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 13.195 | 2,86 | 1.170 | 3,08 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 334 | 0,00 | 30 | 0,00 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 66.389 | 2,32 | 5.889 | 2,56 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 4.933 | 477 | ||||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 9.544 | -2,36 | 847 | -2,20 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 745 | 325,71 | 66 | 340,00 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 3.248 | -13,22 | 288 | -12,99 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 144.944 | 1,08 | 12.857 | 1,32 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 12.831.491 | 6,98 | 1.138.153 | 7,23 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 3.000 | 266 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8.474 | -3,49 | 957 | -3,34 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 18.747 | 1,09 | 1.790 | 9,09 | ||||
| 2026-05-15 | 13F | Quarry LP | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 14.524 | -47,94 | 1.288 | -47,81 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | TD Capital Management LLC | 3.956 | 1,07 | 351 | 1,16 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 8 | 1 | ||||||
| 2026-04-28 | 13F | Family CFO Inc | 22.671 | 4,59 | 2.011 | 4,80 | ||||
| 2026-05-11 | 13F | 111 Capital | 49.458 | 4.387 | ||||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 40.667 | -6,43 | 3.607 | -6,19 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 201 | 0,00 | 18 | 0,00 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 4.170 | 370 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.588 | 258,47 | 141 | 258,97 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 133.902 | 2,71 | 11.890 | 3,02 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 5.284 | -2,58 | 469 | -2,50 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3.196 | 126,03 | 284 | 126,40 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 6.707 | -86,02 | 595 | -86,01 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 278.196 | 4,17 | 24.676 | 4,42 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 69.012 | 15,41 | 6.107 | 11,71 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 4.017 | 0,00 | 382 | 7,61 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 4.951 | -14,78 | 439 | -14,59 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 27.741 | 70,37 | 2.633 | 79,54 | ||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 8.989 | 0,71 | 797 | 1,01 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 359 | 13,97 | 32 | 14,81 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 23.238 | 107,48 | 2.061 | 107,97 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 13.594 | -0,64 | 1.206 | -0,41 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 2.718 | -12,41 | 241 | -12,04 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | One Day In July LLC | 34.053 | -8,08 | 3.021 | -7,87 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 190.395 | 1,01 | 16.888 | 1,25 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 695 | 537,61 | 62 | 577,78 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3 | -99,87 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 25.885 | 2,30 | 2.296 | 2,55 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 15.596 | -2,46 | 1.383 | -2,19 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 121.180 | 2,41 | 10.749 | 2,01 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 12.719 | 41,89 | 1.128 | 42,24 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 44.109 | 7,96 | 3.912 | 8,22 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 55.929 | -93,50 | 4.961 | -93,48 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114.083 | 0,90 | 10.110 | 1,14 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2.304 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 375.744 | -39,80 | 33.328 | -39,66 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 537.829 | -11,35 | 47.705 | -11,14 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 400 | 0,00 | 35 | 0,00 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 5.535 | 14,43 | 491 | 14,49 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 27.611 | 22,63 | 2.449 | 22,94 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 9.761 | -0,17 | 866 | 0,00 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 24.015 | -1,25 | 2.130 | -1,02 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 3.543 | 3,54 | 314 | 3,97 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 16.489 | 5,09 | 1.463 | 5,33 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 11.275 | 4,62 | 1.000 | 4,93 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 13.369 | -4,72 | 1.186 | -4,51 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 91.987 | -29,60 | 8.159 | -29,43 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3.088 | -11,90 | 274 | -11,94 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 7.634 | 8,47 | 677 | 8,84 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 43 | -86,52 | 4 | -89,29 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 4.594 | 0,00 | 407 | 0,25 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 13.165 | -5,48 | 1.168 | -5,28 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 175.751 | -1,84 | 15.589 | -1,61 | ||||
| 2026-04-24 | 13F | Whelan Financial | 264.486 | 1,92 | 23.460 | 2,16 | ||||
| 2026-05-06 | 13F | CNB Bank | 963 | 0,00 | 85 | 0,00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 144.972 | -0,87 | 12.829 | -0,87 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 310 | 0,00 | 27 | 0,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 10.243 | 0,15 | 1 | |||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 12.018 | -0,15 | 1.066 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 950.636 | 228,41 | 84.468 | 226,34 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 97 | 0 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 10.621 | -24,05 | 942 | -23,85 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 4.451 | -3,43 | 395 | -3,19 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1.700 | 0,00 | 151 | 0,00 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 5.283 | 0,48 | 469 | 0,65 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 2.776 | 0,73 | 246 | 1,23 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 33.930 | 11,57 | 3.010 | 11,82 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 35.052 | -80,09 | 3.109 | -80,69 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3.383 | 7,09 | 300 | 7,53 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.800 | 248 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 83.152 | 5,81 | 7.376 | 6,05 | ||||
| 2026-04-13 | 13F | Arwa Llc | 2.448 | -13,01 | 227 | -8,84 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 982 | 0,00 | 87 | 1,16 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 80.342 | 0,87 | 7.126 | 1,11 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 8.379 | -6,68 | 743 | -6,42 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 114.760 | 253,61 | 10.179 | 254,55 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 18.755 | 1.664 | ||||||
| 2026-05-15 | 13F | National Philanthropic Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.681 | -37,46 | 504 | -37,36 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.598 | -3,07 | 319 | -2,74 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 6.709 | 0,51 | 595 | 0,85 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 4.860 | -1,60 | 431 | -1,37 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4.479 | -93,35 | 396 | -93,56 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 100 | -44,75 | 9 | -50,00 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 25.734 | -0,05 | 2.283 | 0,18 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 31.197 | -10,77 | 2.767 | -10,54 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 65.301 | 38,01 | 5.792 | 38,33 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3.358.966 | -0,35 | 297.940 | -0,11 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 61.486 | -82,51 | 5 | -83,87 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | David Kennon Inc | 84.232 | 2,46 | 7.471 | 2,71 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8.380 | -31,79 | 746 | -31,40 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 49.561 | 1,04 | 4.396 | 1,29 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 78.844 | -18,84 | 1.723 | -79,97 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18.445 | 41,38 | 1.636 | 41,77 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 9.394 | 15,96 | 833 | 16,34 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 17.889 | 0,38 | 1.587 | 0,63 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 27.982 | 1,09 | 2.482 | 1,35 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 6.081.260 | 8.501,99 | 146 | -97,67 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 3.467 | 0,00 | 308 | 0,33 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5.927 | -5,30 | 526 | -5,06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 62.943 | 23,93 | 5.477 | 21,87 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 430 | -11,70 | 38 | -11,63 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 38.219 | 0,56 | 3.390 | -2,50 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 9.595 | -84,75 | 851 | -84,71 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 5.635 | 0,00 | 500 | 0,20 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 4.944 | 0,00 | 439 | 0,23 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2.979 | -14,91 | 264 | -14,56 | ||||
| 2026-05-11 | 13F | United Bank | 80.710 | 3,40 | 7.159 | 3,63 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 8.571 | 51,19 | 752 | 50,10 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 42 | 0,00 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 7.058 | 2,14 | 626 | 2,45 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 14.337 | 6,14 | 1.271 | 6,45 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 117.361 | 4,65 | 10.410 | 4,89 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 10 | 1 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 95.720 | 33,46 | 8.490 | 33,79 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 21.401 | -6,61 | 1.898 | -6,36 | ||||
| 2026-04-24 | 13F | Essex LLC | 4.325 | 1,10 | 384 | 1,32 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 4.215 | -6,08 | 374 | -6,05 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 3.124 | 10,27 | 277 | 10,80 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 3.136 | -0,85 | 278 | -0,36 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 11.587 | 1.028 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 15.346 | -2,30 | 1.363 | -2,08 | ||||
| 2026-02-17 | 13F | Lighthouse Investment Partners, LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 10.865 | 14,10 | 964 | 14,37 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 3.148 | 1,06 | 279 | 1,45 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 84.729 | 0,01 | 7.515 | 0,25 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 34.154 | 13,25 | 3.029 | 13,53 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Idaho Trust Bank | 65.599 | 5,83 | 5.819 | 6,09 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 20.739 | 12,01 | 1.840 | 12,27 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | EFG International AG | 1.640 | 0,00 | 145 | 0,00 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 255 | -16,39 | 0 | |||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 3.140 | -23,02 | 279 | -22,99 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 9.181 | 84,32 | 814 | 85,00 | ||||
| 2026-01-27 | 13F | Fiduciary Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Vestcor Inc | 17.155 | 132,17 | 2 | |||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 2.962 | -2,95 | 263 | -2,96 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 2.405 | 0,00 | 213 | 0,47 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 3.362 | 13,47 | 298 | 13,74 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 201.443 | 5,74 | 17.868 | 5,99 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 18.060 | -2,82 | 1.602 | -2,62 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 17.028 | -8,56 | 1.510 | -8,32 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 81.509 | -2,94 | 7.230 | -2,72 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 18.881 | -14,37 | 1.675 | -14,20 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1.525 | 0,99 | 135 | 1,50 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 208.089 | 4,18 | 18.457 | 4,43 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 236.628 | 6,93 | 20.989 | 7,18 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 3.424 | -1,10 | 304 | -0,98 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 15.533 | -2,37 | 1.375 | -5,50 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 15 | 0,00 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 470 | 42 | ||||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 370 | 1,09 | 33 | 0,00 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.064 | 0,00 | 94 | 0,00 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 63.615 | -2,35 | 5.643 | -2,12 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 2.560 | 0,00 | 227 | 0,44 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 11.450 | -6,15 | 1.016 | -5,93 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 130 | 0,78 | 12 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.280.054 | -13,44 | 113.541 | -13,24 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 42.007 | -35,65 | 3.726 | -35,49 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 23.077 | 2.047 | ||||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 39.340 | 1,87 | 3.489 | 2,11 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 11.614 | -0,49 | 1.030 | -0,19 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 36.834 | 141,68 | 3.267 | 142,36 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 52.367 | -0,98 | 4.656 | -0,49 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 140.179 | -35,86 | 12.434 | -35,71 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 637.628 | 2,79 | 56.558 | 3,03 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 4.781 | 21,35 | 424 | 21,84 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 5.383 | 477 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 6.367 | -10,71 | 565 | -10,48 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 4.825 | 428 | ||||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 9.313 | -6,75 | 826 | -6,46 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 16.632 | -0,35 | 1.475 | -0,07 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 5.649 | -4,51 | 501 | -4,21 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7.616 | -4,33 | 675 | -4,12 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 240.523 | 3,13 | 21.334 | 3,38 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 365 | 0,00 | 32 | 0,00 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 4.758 | 4,00 | 0 | |||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 4.994 | 0 | ||||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 9.582 | 8,85 | 850 | 9,13 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3.835 | -4,96 | 340 | -4,76 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 107 | 1.237,50 | 9 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9.278 | -0,54 | 823 | -0,36 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 12.418 | 1,31 | 1.101 | 110.000,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 666.318 | -7,85 | 59.103 | -7,63 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 3.355 | -5,73 | 0 | |||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 24.568 | 2,43 | 2.179 | 1,87 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 107.594 | 13,78 | 9.544 | 14,04 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 4.500 | 0,00 | 399 | 0,25 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 62.257 | -1,85 | 5.522 | -1,62 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 6.586 | -0,45 | 584 | -0,17 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 375 | 0,81 | 33 | 3,13 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3.907 | -10,59 | 347 | -10,36 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 32.069 | -0,03 | 2.845 | 0,21 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 3.904 | 1,43 | 346 | -1,42 | ||||
| 2026-05-01 | 13F | Lester Murray Antman dba SimplyRich | 15.082 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 16.750 | 0,00 | 1.486 | 0,20 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 3.168 | 4,04 | 281 | 4,46 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 3.000 | 0,00 | 266 | 0,38 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 254.075 | -1,14 | 22.536 | -0,91 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 3.667 | -2,71 | 325 | -2,40 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 2.200 | 0,00 | 195 | 0,52 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 5.627 | 0,00 | 499 | 0,40 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 2.853 | -0,77 | 253 | -0,39 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3.434 | 3,00 | 305 | 3,40 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 125 | 0,00 | 11 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 124.032 | -37,95 | 11.002 | -37,80 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 11.091 | -12,19 | 984 | -12,00 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 20.936 | -1,37 | 1.857 | -1,12 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 4.975 | 22,81 | 441 | 23,18 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 28.977 | 0,73 | 2.570 | 0,98 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 182.890 | 6,32 | 16.222 | 108.046,67 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 36 | 3 | ||||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 11.523 | -24,57 | 1.020 | -27,01 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 3.768 | -6,94 | 334 | -6,70 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 11.056 | -8,08 | 981 | -7,89 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 14.930 | -53,04 | 1.324 | -52,93 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4.645 | -60,12 | 412 | -60,10 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 25.084 | 12,21 | 2.225 | 12,44 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 668 | 0,00 | 59 | 0,00 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 2.445 | 0,00 | 217 | 0,00 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 43.613 | -1,74 | 3.868 | -1,50 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 16.054 | 6,64 | 1.424 | 6,91 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 7.754 | 688 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 32 | 3 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Put | 200.000 | 17.740 | |||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3.705 | 63,36 | 324 | 61,50 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 101.482 | 70,15 | 8.940 | 63,98 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.515 | 0,13 | 134 | 0,75 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3.516 | 5,81 | 312 | 5,78 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 34.859 | 4,99 | 3.092 | 5,28 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 2.353 | 0,43 | 227 | 9,18 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1.748.564 | -31,19 | 155.098 | -31,03 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1.254 | 111 | ||||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Alerus Financial Na | 786 | 0,00 | 70 | 0,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 35.366 | -3,78 | 3.137 | -3,54 | ||||
| 2026-05-11 | 13F | Sava Infond d.o.o. | 1.100 | 98 | ||||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 3.839 | 0,00 | 341 | 0,29 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 4.606 | 25,74 | 409 | 25,93 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 113.634 | 100,00 | 10.346 | 100,00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 5.540 | -21,74 | 491 | -21,57 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 115.790 | -19,64 | 10.271 | -19,45 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 3.563 | 0,51 | 316 | 0,96 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 115 | 0,00 | 10 | 0,00 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 9.672 | -0,18 | 858 | 0,00 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 11 | 0,00 | 1 | -100,00 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 5.955 | 0,00 | 528 | 0,38 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 3.387 | 7,22 | 300 | 7,53 | ||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 8.737 | 12,78 | 775 | 12,99 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | First National Trust Co | 3.713 | 0,00 | 329 | 0,30 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15.995 | 1,09 | 1.418 | 1,21 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 17.326 | 2,34 | 1.537 | 2,54 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 97.277 | 17,46 | 8.629 | 17,74 | ||||
| 2026-05-04 | 13F | Del-Sette Capital Management, LLC | 6.745 | 0,00 | 598 | 0,34 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 20.750 | -4,17 | 1.841 | -3,97 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 4.259 | 39,91 | 378 | 40,15 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.026 | 8,00 | 180 | 7,83 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 584 | 9,16 | 52 | 8,51 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 7.232 | -32,89 | 641 | -32,74 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 32.829 | 20,49 | 2.912 | 20,79 | ||||
| 2026-05-14 | 13F | Prime Buchholz LLC | 22.004 | 8,58 | 1.952 | 8,81 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 181 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 128.900 | -41,67 | 11.433 | -41,54 | |||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 43.615 | -4,33 | 3.869 | -4,12 | ||||
| 2026-04-24 | 13F | Bayban | 3.641 | 0,19 | 323 | 0,31 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 196.543 | 1.865,04 | 17.433 | 1.869,83 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 23.677 | 12,31 | 2.100 | 12,60 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 137.900 | -48,29 | 12.232 | -48,17 | |||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 31.333 | 17,31 | 2.779 | 17,60 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19.133 | 108,90 | 1.697 | 109,51 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 11.386 | 0,78 | 1.010 | 1,00 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 2.769 | 0,18 | 246 | 0,41 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.186 | 1,11 | 105 | 1,94 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 295 | 0,00 | 26 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 10.964 | -15,01 | 973 | -14,81 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 57.672 | 109,94 | 5 | 150,00 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 630 | 0,00 | 56 | 0,00 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 6.636 | 0,71 | 589 | 0,86 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 14.459 | 101,13 | 1.283 | 101,57 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 28.586 | -3,46 | 2.536 | -3,24 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 37.306 | 21,68 | 3.309 | 21,97 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 2.855 | -0,07 | 253 | -0,78 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 2.936 | -11,08 | 260 | -10,96 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 6.309 | 11,68 | 560 | 12,02 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 488 | 43 | ||||||
| 2026-05-15 | 13F | Atalanta Sosnoff Capital, Llc | 2.601 | 0,00 | 231 | 0,00 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 38.573 | -30,16 | 3.421 | -30,00 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 15.938 | -1,70 | 1.414 | -1,46 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 85.979 | -0,13 | 7.626 | 0,11 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 0 | 0 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 17.211 | -0,83 | 1.527 | -0,59 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 23.526 | 16,94 | 2.087 | 17,19 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 83.495 | 7.406 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 62 | 24,00 | 5 | 25,00 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3.431.398 | 27,32 | 304.365 | 27,62 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 334.104 | 7,20 | 30 | 7,41 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 108.633 | -49,80 | 9.636 | -49,68 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 160 | 2.566,67 | 14 | |||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 225.487 | 5.538,58 | 20.001 | 5.565,72 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 6.594 | 0,12 | 585 | 0,34 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 34.311 | 3.043 | ||||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 17.244 | -88,00 | 1.530 | -87,97 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 792 | 0,25 | 70 | 1,45 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 5.024 | 22,48 | 446 | 22,59 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2.773 | 0,62 | 246 | 0,82 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 108.858 | 4,27 | 9.656 | 4,51 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 9.122 | 46,09 | 809 | 46,56 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4.136 | 1,00 | 367 | 1,10 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 25.058 | -1,66 | 2.231 | -1,06 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 13.258 | -21,93 | 1.176 | -21,77 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 7.038 | 0,34 | ||||
| 2026-04-23 | 13F | American National Bank | 3.740 | -5,12 | 332 | -4,89 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 36.594 | -7,44 | 3.246 | -7,23 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 2.813 | 0,18 | 250 | 0,40 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 44.391 | 0,15 | 3.938 | 0,38 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 846 | -17,14 | 75 | -16,67 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 16.992 | 52,09 | 1.507 | 52,53 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Bank of Marin | 3.234 | -21,10 | 287 | -20,99 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2.622 | 233 | ||||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 165.683 | 3,81 | 14.696 | 4,06 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 101.816 | -2,70 | 9.031 | -2,44 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | Put | 125.000 | 312 | |||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 18.878 | 10,19 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 114.306 | 183,15 | 10.139 | 183,82 | ||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 52.185 | 1,08 | 4.629 | 1,31 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 12.217 | -0,88 | 1.084 | -0,64 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 26.141 | -0,61 | 2.319 | -0,39 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 14.570 | 0,07 | 1.292 | 0,31 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 5.831 | -27,34 | 517 | -27,18 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 157 | -9,25 | 14 | -13,33 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 2.125 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 551 | 0,00 | 49 | 0,00 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 2.414 | 214 | ||||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 10.272 | -0,06 | 911 | 0,22 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 82.284 | 8,94 | 7 | 16,67 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 4.529 | -0,07 | 402 | 0,00 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 304.249 | 5,32 | 26.987 | 5,56 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 300 | -30,39 | 27 | -31,58 | ||||
| 2026-05-15 | 13F | Pingora Partners LLC | 1.500 | 0,00 | 133 | 0,76 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 4.414 | -23,06 | 392 | -22,88 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 33.890 | -9,93 | 3.006 | -9,70 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5.718 | 32,21 | 506 | 27,85 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 3.332 | 0,00 | 296 | 0,34 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 626.007 | 5,00 | 55.542 | 5,28 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 3.205 | 6,41 | 284 | 6,77 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 6.000 | 0,00 | 532 | 0,38 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 56.910 | 1,42 | 5.048 | 1,65 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 9.814 | 1,55 | 871 | 1,75 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 30.718 | 3,06 | 2.725 | 3,30 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 3.696 | -10,70 | 328 | -10,66 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 121.556 | 73.570,30 | 11 | 0,00 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 15.203 | 1.349 | ||||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 674 | 0,00 | 60 | -4,84 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 4.124 | -0,05 | 366 | 0,00 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 2.837 | 252 | ||||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 9.514 | 28,17 | 844 | 28,51 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 175 | 0,00 | 16 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2.423 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 17.088 | 1.516 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 21.943 | 0,21 | 1.946 | 0,46 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 21.398 | -9,46 | 1.898 | -9,28 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 4.091 | -14,56 | 363 | -14,42 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 57.578 | 20,48 | 5.107 | 20,76 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 10.965 | 973 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 100.988 | 5,26 | 8.958 | 5,51 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 57 | 0,00 | 5 | 0,00 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 3.255 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 32.762 | -6,80 | 2.899 | -9,77 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 11.457 | 364,60 | 1.016 | 366,06 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 3.210 | 0,44 | 285 | 0,71 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 40.636 | 5,29 | 3.604 | 5,53 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 13.265 | -6,39 | 1.177 | -6,15 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 16.879.079 | 4,51 | 1.497.174 | 4,76 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 23.068 | 348,62 | 2.046 | 350,66 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 85.279 | -7,99 | 7.564 | -7,77 | ||||
| 2026-05-01 | 13F | American Trust | 10.263 | -6,38 | 910 | -6,19 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 93.602 | 3.266,98 | 8.302 | 3.274,80 | ||||
| 2026-04-20 | 13F | City State Bank | 966 | 0,00 | 86 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 88.439 | 19,44 | 7.845 | 19,72 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 94.672 | 2,76 | 8.399 | 3,01 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 192 | 17 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 202 | 0,00 | 18 | 0,00 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 6.031 | 90,43 | 535 | 90,71 | ||||
| 2026-05-04 | 13F | TrustBank | 2.726 | 242 | ||||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 7.901 | -52,91 | 701 | -52,83 | ||||
| 2026-05-14 | 13F | Colony Capital, Inc. | Put | 0 | -100,00 | 0 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 21.345 | 6,20 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 3.020 | -29,29 | 268 | -29,18 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 34.021 | 8,20 | 3.018 | 8,45 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 20.410 | -10,34 | 2 | -50,00 | ||||
| 2026-02-17 | 13F | BLKBRD Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 303.877 | 11,13 | 26.954 | 11,39 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 605.036 | -10,99 | 53.655 | -10,80 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 114.556 | 0,00 | 10.161 | 101.510,00 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 9.565 | 848 | ||||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 2.781 | -0,07 | 247 | 0,00 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 4.293 | -2,28 | 381 | -2,06 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 42.861 | 3,30 | 3.802 | 3,54 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 802.137 | 122,97 | 71.150 | 123,50 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 509.075 | 1,22 | 45.155 | 1,46 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 693.670 | 5,36 | 61.528 | 5,61 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 4.196.621 | -13,52 | 372.240 | -14,03 | ||||
| 2026-05-14 | 13F | Ade, Llc | 2.823 | -0,39 | 250 | 0,00 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 9.724 | 17,55 | 863 | 17,92 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 942 | 84 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 23.315 | 18,27 | 2.068 | 17,78 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 185 | 16 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 5.322 | 50,30 | 472 | 50,80 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 2.348 | 0,43 | 208 | 0,97 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 93.133 | 3,21 | 8.261 | 3,46 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 36.935 | 6,49 | 3.276 | 6,74 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 570.841 | -5,06 | 50.634 | -4,83 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 18.516 | 2 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 141.261 | 5,82 | 13 | 9,09 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 15.370 | 1.360 | ||||||
| 2026-05-11 | 13F | BankPlus Trust Department | 640 | 0,00 | 57 | 0,00 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 16.723 | 0,00 | 1.483 | 0,27 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 25 | -80,00 | 2 | -81,82 | ||||
| 2026-05-13 | 13F | Cliffwater LLC | 69.923 | 0,00 | 6.202 | 0,24 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 120.199 | 19,91 | 10.662 | 20,19 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 73 | 0,00 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 67.013 | -1,01 | 5.944 | -0,77 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 0 | 0 | ||||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 786 | 0,00 | 70 | 1,45 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 2.367 | 0,08 | 210 | 0,00 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5.388 | 0,00 | 478 | 0,21 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3.594 | -15,85 | 319 | -15,65 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 19.306 | -2,38 | 1.712 | -2,17 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 3.620 | 3,43 | 321 | 3,88 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.362.887 | 13,34 | 209.588 | 13,61 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4.618 | -13,91 | 410 | -13,71 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 1.558.678 | 3,48 | 138.255 | 3,73 | ||||
| 2026-05-13 | 13F | Hudson Bay Capital Management LP | 130.000 | 30,00 | 11.531 | 30,31 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 11.239 | 997 | ||||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 18.994 | 1,45 | 1.685 | 1,69 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 4.599 | -12,70 | 408 | -12,45 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 75.841 | 8,75 | 6.727 | 9,03 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 19.297 | -5,06 | 1.712 | -4,84 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 5.000 | 0,00 | 444 | 0,23 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 20.983 | 5,29 | 1.947 | 10,32 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 41.358 | 9,20 | 3.668 | 9,46 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 7.459 | 7,18 | 662 | 7,48 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 4.339 | 385 | ||||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 4.675 | 415 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 4.423 | 0,00 | 392 | 0,26 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 2.311 | 0,57 | 205 | 0,49 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 26.002 | 23,48 | 2 | 100,00 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 7.953 | -1,34 | 705 | -1,12 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 9.857 | 0,00 | 874 | 0,23 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 3.833 | 0,00 | 340 | 0,00 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 130 | 0,00 | 12 | 0,00 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 2.951 | 262 | ||||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 104 | 0,00 | 9 | 0,00 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 10.538 | 3,12 | 935 | 3,32 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 2.428 | 0,96 | 215 | 1,42 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 8.376 | -12,77 | 743 | -12,60 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 15.484 | 100,00 | 1.371 | 100,15 | ||||
| 2026-05-15 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 22.777 | 8,07 | 2 | 100,00 | ||||
| 2026-05-08 | 13F | Bokf, Na | 91.492 | -1,69 | 8.115 | -1,46 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 54.581 | -9,36 | 4.841 | -9,14 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 23.469 | -42,23 | 2.082 | -42,10 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1.015 | 90 | ||||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 2.519 | -90,61 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Hardy Reed LLC | 70.572 | 0,00 | 6.260 | 0,24 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 6.018 | 3,51 | 534 | 3,70 | ||||
| 2026-05-14 | 13F | Betterment LLC | 81.141 | 0,19 | 7 | 0,00 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 7.869 | -0,03 | 698 | 0,29 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 16.756 | 6,89 | 1.486 | 4,35 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 4.145 | 23,92 | 368 | 24,41 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 16.851 | 7,63 | 1.495 | 7,87 | ||||
| 2026-01-14 | 13F | Romano Brothers And Company | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 2.261 | 201 | ||||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 5.131 | -0,04 | 455 | 0,22 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 399 | 320,00 | 35 | 337,50 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 4.631 | -12,42 | 411 | -12,21 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 9.481 | -6,74 | 841 | -6,56 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 5.061 | 0,14 | 449 | 0,22 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 226.342 | 5,12 | 20.077 | 5,37 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 5.338 | -2,40 | 473 | -2,07 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 10.667 | 2,69 | 946 | 2,94 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 9 | 0,00 | 1 | |||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 16.656 | 1,22 | 1.477 | 1,44 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 2.941 | 0,96 | 261 | 1,17 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.748 | 51,07 | 245 | 52,50 | ||||
| 2026-02-17 | 13F | Wall Capital Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.154.411 | 30,00 | 191.096 | 30,31 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 13.362 | -7,20 | 1.185 | -6,99 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 19.024 | 1,14 | 1.687 | 1,38 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 4.068 | 0,00 | 384 | 3,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2.120.019 | 6,74 | 188.024 | 6,98 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.022.472 | 31,13 | 90.693 | 31,44 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 3.867 | -26,37 | 342 | -28,75 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 7.979 | -42,51 | 708 | -42,43 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 4.877 | 98,01 | 433 | 99,08 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 18.099 | -20,89 | 1.605 | -20,70 |
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