Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Vanguard Index Funds - Vanguard S&P 500 ETF includ Vanguard Global Advisers, LLC, Innovator Capital Management, LLC, Vanguard Advisers Inc, Tiaa-cref Individual & Institutional Services, Llc, Apollo Management Holdings, L.P., Vanguard National Trust Co, Strategic Investment Management, Llc, Royal Bank Of Canada, OFS Enterprise LLC, Alvarez & Marsal Private Wealth Partners, LLC, Royal Bank Of Canada, Banco BTG Pactual S.A., Sanchez Levi Garrett, Baer Investment Advisory LLC, Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management), Evergreen Wealth Solutions, LLC, Owl Creek Wealth Partners LLC, Tower Bridge Advisors, Envision Financial Transparency, LLC, și Intentional Wealth Strategies, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | 13F | Trust Co of the South | 71.613 | 5,45 | 42.792 | 0,48 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 34.292 | 5,78 | 20.491 | 0,79 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 17.292 | 32,98 | 10.333 | 26,71 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 70.735 | 6,54 | 42.268 | 1,52 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 741 | 20,10 | 443 | 14,51 | ||||
| 2026-04-06 | 13F | CX Institutional | 4.398 | 66,97 | 3 | 100,00 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | Put | 1.315 | -16,15 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 21.326 | 2,98 | 14 | 16,67 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 1.750 | 1,63 | 1.046 | -3,15 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 1.514 | 13,92 | 905 | 8,52 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 7.320 | 0,52 | 4.375 | -4,18 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.405 | 119,03 | 1.437 | 127,73 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 12.600 | 29,87 | 7.529 | 23,75 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 528 | 19,19 | 0 | |||||
| 2026-05-14 | 13F | Bollard Group LLC | 8.744 | 29,10 | 5 | 25,00 | ||||
| 2026-04-29 | 13F | Ocean Capital Management, LLC | 622 | 372 | ||||||
| 2026-04-21 | 13F | Tenon Financial LLC | 99.412 | 6,12 | 59.404 | 1,12 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 73.438 | 79,31 | 43.884 | 70,86 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 91.667 | 7,83 | 54.776 | 2,74 | ||||
| 2026-05-01 | 13F | Lakeside Advisors, INC. | 1.360 | 4,21 | 813 | -0,73 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 15.257 | 0,57 | 9.117 | -4,17 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 381 | 12,06 | 228 | 6,57 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 84 | 68,00 | 50 | 61,29 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 1.109 | 0,09 | 695 | 2,51 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 331 | 512,96 | 198 | 496,97 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 2.264 | 1.353 | ||||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 599 | 25,05 | 358 | 19,33 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 796 | 22,09 | 0 | |||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 794 | 474 | ||||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 1.847 | 0,27 | 1.104 | -4,42 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 12.897 | 8 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 61.079 | 3,28 | 36.498 | -1,59 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 13.860 | 15,18 | 8.282 | 9,75 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 540 | 323 | ||||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 376 | 13,94 | 225 | 8,74 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | Put | 2.500 | 19,05 | 1.494 | 13,45 | |||
| 2026-05-01 | 13F | Dumac, Inc. | 1.056.580 | 42,04 | 631.359 | 35,34 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1.232 | 28,47 | 736 | 22,46 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 13.066 | 7.807 | ||||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 87.577 | 0,12 | 52.331 | -4,60 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 1.112 | 0,27 | 664 | -4,46 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 424 | 0,24 | 253 | -4,53 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 50.360 | 116,03 | 30.093 | 105,84 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 2.090 | 8,46 | 1.310 | 11,02 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 89.893 | 109,57 | 53.715 | 99,69 | ||||
| 2026-04-09 | 13F | Overbrook Management Corp | 543 | 3,63 | 324 | -1,22 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 402.887 | 8,04 | 240.745 | 2,94 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 47.424 | 1,73 | 28.338 | -3,07 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 589 | 16,87 | 352 | 11,08 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 9.540 | 5.701 | ||||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 13.099 | 454,34 | 8 | 600,00 | ||||
| 2026-05-12 | 13F | Kmt Wealth Management, Llc | 4.007 | 8,53 | 2.394 | 3,41 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 736 | 36,04 | 440 | 29,79 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 600 | 359 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 4.765 | 124,76 | 2.847 | 114,22 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 17.327 | 23,52 | 10.354 | 17,69 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 2.205 | 1,57 | 1.317 | -3,23 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 491 | 3,37 | 293 | -1,35 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 1.073 | 21,11 | 641 | 15,32 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 1.438 | 26,36 | 859 | 20,48 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 10.889 | 0,91 | 6.507 | -3,86 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 1.614 | 965 | ||||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 3.668 | 1,35 | 2.192 | -3,44 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 3.263 | 15,91 | 1.950 | 10,42 | ||||
| 2026-04-29 | 13F | Invested Advisors | 823 | 14,62 | 492 | 9,11 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 2.655 | 1,26 | 1.586 | -5,20 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 9.756 | 12,60 | 5.830 | 7,29 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 562 | 129,39 | 336 | 118,95 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 12.770 | 3,48 | 7.631 | -1,41 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 1.187 | 745 | ||||||
| 2026-04-21 | 13F | Willow Financial LLC | 1.877 | 1,08 | 1.122 | -3,69 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 5.146 | 9,00 | 3.075 | 3,85 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 204.826 | 2,11 | 122.394 | -2,71 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 246.616 | 0,45 | 162.910 | 5,80 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 843 | 26,77 | 504 | 20,91 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 19.706 | 0,19 | 12 | -8,33 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 4.267 | 56,41 | 2.550 | 49,12 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 1.562 | 7,95 | 934 | 2,87 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 1.459.078 | 3,73 | 871.872 | -1,16 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 151.783 | 4,70 | 90.700 | -0,24 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 38.368 | 117,70 | 22.927 | 107,44 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 1.336 | 78,37 | 798 | 70,15 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 18.519 | 1,44 | 11.066 | -3,35 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 719 | 1,41 | 430 | -3,38 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 174.352 | 104.184 | ||||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 16.511 | 5,27 | 9.830 | -0,07 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 1.387 | 0,80 | 829 | -4,06 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 14.784 | 8,64 | 8.834 | 3,52 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 636 | 409 | ||||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 61.002 | 10,37 | 36.385 | 4,92 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 2.893 | 152,88 | 1.729 | 141,00 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 4.492 | 4,71 | 2.684 | -0,22 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 552 | 18,45 | 330 | 12,67 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 3.145 | 27,22 | 1.879 | 21,23 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 2.245 | 8,51 | 1 | 0,00 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 493 | 0,82 | 328 | 5,81 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 832 | 0,24 | 498 | -4,42 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 2.342 | 37,76 | 1.399 | 31,24 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.930 | 0,31 | 1.751 | -4,42 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 10.438 | 7,18 | 6.237 | 2,13 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 1.841 | 10,31 | 1.100 | 5,07 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 24.064 | 0,21 | 14.380 | -4,52 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 14.062 | 8.403 | ||||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 4.917 | 4,17 | 2.938 | -0,74 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 956.800 | 6,91 | 571.736 | 1,86 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 13.683 | 11,25 | 8.176 | 6,00 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 1.958 | 1,40 | 1.170 | -3,31 | ||||
| 2026-05-11 | 13F | Fairfield University | 271.653 | 0,32 | 162.326 | -4,41 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 641 | 64,78 | 383 | 56,97 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 53.737 | 3,59 | 32.111 | -1,30 | ||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 3.222 | 7,94 | 1.925 | 2,89 | ||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 23.544 | 14.069 | ||||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 2.244 | 9,78 | 1.341 | 4,61 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 688.106 | 10,84 | 411.178 | 5,61 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 590 | 0,17 | 353 | -4,61 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 1.804 | 115,79 | 1.086 | 107,06 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 23.325 | 3,58 | 14.413 | 2,07 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 11.883 | 2,48 | 7.101 | -2,35 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 12.371 | 37,50 | 7.392 | 31,02 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 14.429 | 2,48 | 8.622 | -2,36 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3.147 | 17,82 | 1.880 | 12,24 | ||||
| 2026-04-14 | 13F | Searcy Financial Services Inc /adv | 23.200 | 75,11 | 13.863 | 66,84 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 1.552 | 1,11 | 928 | -3,64 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 1.211 | 0,58 | 724 | -4,24 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.115 | 21,72 | 1 | |||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 29.486 | 7,02 | 17.619 | 1,97 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 15.137 | 0,58 | 9.045 | -4,15 | ||||
| 2026-05-12 | 13F | Pandi, LLC | 1.003.284 | 1,71 | 599.512 | -3,08 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2.433 | 23,19 | 1.454 | 17,37 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 787 | 19,79 | 470 | 14,36 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 712 | 6,43 | 426 | 1,43 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 4.336 | 3,34 | 2.940 | 11,71 | ||||
| 2026-04-30 | 13F | Summa Corp. | 6.912 | 4.130 | ||||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 944 | 93,84 | 564 | 84,92 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 95.230 | 6,46 | 56.905 | 1,43 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 4.342 | 7,37 | 2.594 | 2,33 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 427 | 0,47 | 255 | -4,14 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 30.898 | 0,99 | 18.463 | -3,77 | ||||
| 2026-05-07 | 13F | Fidato Wealth LLC | 127.416 | 1,27 | 76.138 | -3,51 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 363.479 | 1,67 | 217.197 | -3,13 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 10.920 | 12,67 | 6.525 | 7,35 | ||||
| 2026-05-13 | 13F | Sagewood Asset Management LP | 1.234 | 737 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 9.535 | 5.698 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 75.175 | 9,36 | 44.921 | 4,20 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 581 | 77,13 | 347 | 69,27 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 468 | 279 | ||||||
| 2026-05-13 | 13F | Allie Family Office LLC | 28.364 | 36,21 | 16.948 | 34,91 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 5.921 | 1,44 | 3.538 | -3,33 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 67.902 | 5,45 | 40.575 | 0,48 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1.823 | 1,73 | 1.089 | -3,03 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 10.034 | 0,27 | 5.996 | -4,46 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 3.102 | 7,63 | 1.854 | 2,55 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 3.466 | 0,32 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 13.663 | 57,15 | 8.164 | 49,74 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2.395 | 15,09 | 1.544 | 16,53 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 17.951 | 17,37 | 10.727 | 11,83 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 99.491 | 4.842,42 | 59.451 | 4.610,78 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 497 | 5,97 | 297 | 1,02 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 9.177 | 3,30 | 5.484 | -1,58 | ||||
| 2026-05-07 | 13F | Wulff, Hansen & Co. | 1.971 | 2,07 | 1.178 | -2,73 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 1.217 | 7,22 | 727 | 2,25 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 867 | 40,98 | 518 | 37,77 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 15.764 | 22,43 | 10.290 | 26,80 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 17.842 | 76,23 | 10.662 | 67,94 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 29.286 | 1,72 | 17.500 | -3,08 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 7.100 | 4.243 | ||||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 43.490 | 3,45 | 25.987 | -2,15 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 110.474 | 14,82 | 66.014 | 9,41 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 7.918 | 0,47 | 4.732 | -4,27 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 81.582 | 0,51 | 48.749 | -5,90 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 7.883 | 3,89 | 4.710 | -1,01 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 554.570 | 0,61 | 331.389 | -4,14 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 59.800 | 2,57 | 38.962 | 4,97 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 30.979 | 2,00 | 18.511 | -2,81 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2.137 | 16,97 | 1.277 | 11,34 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 17.432 | 7,51 | 10.417 | 2,44 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 157.644 | 0,89 | 94.200 | -3,87 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1.746 | 8,04 | 1.043 | 2,96 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 764.533 | 8,97 | 456.847 | 3,83 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 588.417 | 6,14 | 351.609 | 1,14 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 1.624 | 89,94 | 971 | 81,16 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 73.583 | 4,63 | 43.970 | -0,30 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 443 | 0,23 | 265 | -4,69 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 6.000 | 14,31 | 3.586 | 8,90 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4.227 | 1,88 | 2.526 | -2,96 | ||||
| 2026-05-13 | 13F | Fogel Capital Management, Inc. | 412 | 4,04 | 246 | -0,81 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 1.583 | 6,46 | 946 | 1,50 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 96.791 | 1,83 | 57.838 | -2,97 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 110.668 | 1,46 | 66.130 | -3,32 | ||||
| 2026-04-24 | 13F | Optas, LLC | 91.770 | 1,27 | 54.840 | -3,51 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 660 | 0,61 | 395 | -4,14 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 1.447 | 14,48 | 865 | 9,09 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 5.217 | 0,35 | 3.118 | -4,39 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 8.748 | 26,36 | 5.228 | 20,41 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 25.989 | 3.306,16 | 12.481 | 2.511,09 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 52.501 | 1,47 | 32.929 | 3,94 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 50.142 | 4,46 | 29.963 | -0,47 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 13.841 | 1,43 | 8.271 | -3,35 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 20.540 | 0,16 | 12.274 | -4,56 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 107.703 | 2,85 | 64.308 | -2,08 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5.724 | 3.420 | ||||||
| 2026-05-12 | 13F | Tufton Capital Management | 803 | 0 | ||||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 3.940 | 74,65 | 2.354 | 66,48 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 15.670 | 0,15 | 9.364 | -4,58 | ||||
| 2026-05-14 | 13F | Bank Of Korea | 2.479.662 | 92,91 | 1.481.722 | 83,81 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 514 | 38,54 | 307 | 32,33 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1.963 | 139,68 | 1.173 | 128,46 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 3.674 | 62,93 | 2.394 | 68,28 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 701 | 0,14 | 419 | -4,56 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 612 | 45,02 | 366 | 38,26 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 169.680 | 19,87 | 101.392 | 14,21 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 525 | 2,34 | 314 | -2,49 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 186 | 0,54 | 111 | -4,35 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 1.670 | 4,90 | 998 | -0,10 | ||||
| 2026-05-02 | 13F | Genus Capital Management Inc. | 9.406 | 11,76 | 5.621 | 6,50 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 3.664 | 43,52 | 2.189 | 36,73 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 1.018.684 | 40.517,38 | 605.738 | 39.361,76 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 4.418 | 2,34 | 2.640 | -2,48 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 2.646 | 4,63 | 1.581 | -0,32 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 362 | 0,56 | 216 | -4,00 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 560 | 335 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 329 | 216 | ||||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 5.283 | 33,85 | 3.157 | 27,52 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 79.715 | 30,67 | 48 | 23,68 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 13.496 | 2,55 | 8.065 | -2,29 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 46.636 | 2,00 | 27.867 | -2,81 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 1.265 | 5,07 | 1 | |||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 115.393 | 8,23 | 68.953 | 3,12 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 19.131 | 15,85 | 11.432 | 10,38 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 19.142 | 2,96 | 13.063 | 11,47 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 2.612 | 117,30 | 1.561 | 107,17 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 3.196 | 3,10 | 1.910 | -1,75 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 39 | 95,00 | 23 | 91,67 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 1.532 | 0,26 | 915 | -4,49 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 334.747 | 16,40 | 200.028 | 10,91 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 56.278 | 30,57 | 33.812 | 25,09 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 1.780 | 1,25 | 1.064 | -3,54 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 11.042 | 0,10 | 6.598 | -4,63 | ||||
| 2026-05-12 | 13F | Tiff Advisory Services Inc | 44.435 | 26.552 | ||||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 2.804 | 0,04 | 1.676 | -6,06 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 5.079 | 22,68 | 3.035 | 14,62 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 1.031 | 2,28 | 616 | -2,54 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 343 | 0,29 | 205 | -4,67 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 3.532 | 11,95 | 2.318 | 17,19 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 200.814 | 37,95 | 12.569 | -3,50 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 859 | 35,49 | 513 | 29,22 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 244.761 | 0,79 | 152.980 | 0,45 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2.007 | 18,76 | 1.199 | 13,22 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 1.111 | 1,09 | 664 | -3,77 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.238 | 3,75 | 1.935 | -1,12 | ||||
| 2026-04-22 | 13F | Vicus Capital | 27.239 | 13,73 | 16.276 | 8,37 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 571 | 388 | ||||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 5.770 | 11,15 | 3.487 | 6,31 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 4.315 | 7,85 | 2.579 | 2,75 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.887.575 | 7,66 | 1.725.471 | 2,58 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 4.011 | 0,15 | 2.515 | 2,57 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 17.044 | 11.032 | ||||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 4.759 | 2,92 | 2.844 | -1,93 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 358.971 | 6,81 | 236.966 | 12,43 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 17.039 | 14,98 | 10.182 | 9,56 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 444 | 6,99 | 266 | 1,92 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4.489 | 3,46 | 2.682 | -1,43 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 5.428 | 0,69 | 3.243 | -4,05 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 40.265 | 2,64 | 24.280 | -1,31 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 26.905 | 16.077 | ||||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 37.067 | 17,53 | 22.149 | 11,98 | ||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | 855.335 | 39,30 | 511.105 | 35,93 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 17.484 | 0,47 | 10.448 | -4,27 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 858 | 13,94 | 513 | 8,47 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 41.738 | 9,00 | 24.940 | 3,86 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 1.260 | 214,21 | 753 | 199,60 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2.972 | 15,51 | 1.776 | 10,04 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 1.192 | 21,63 | 1 | |||||
| 2026-05-15 | 13F | Chai Trust Co Llc | 74.604 | 276,39 | 44.580 | 258,64 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 2.903 | 17,39 | 1.735 | 11,87 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 4.164 | 22,76 | 2.488 | 17,03 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 2.215 | 76,49 | 1.323 | 68,32 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 2.075 | 76,90 | 1.240 | 68,57 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 98.770 | 2,59 | 59.020 | -2,25 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 468 | 0,43 | 279 | -4,45 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 6.610 | 0,75 | 3.950 | -4,03 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 7.645 | 5,73 | 4.568 | 0,73 | ||||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 24.908 | 0,08 | 14.884 | -4,64 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 18.771 | 4,12 | 11.216 | -0,80 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 1.187 | 90,22 | 709 | 81,33 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 119.306 | 185,02 | 78.054 | 192,26 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 54.971 | 2,69 | 32.849 | -2,15 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 651 | 389 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 941.501 | 14,44 | 590.443 | 17,20 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 403 | 25,94 | 244 | 21,50 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 2.839 | 2,68 | 1.696 | -2,14 | ||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 156.400 | 0,04 | 93.457 | -4,68 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 976 | 83,80 | 583 | 75,60 | ||||
| 2026-04-15 | 13F | Peoples Bank/KS | 5.401 | 44,49 | 3.227 | 37,67 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 50.224 | 2,89 | 32.387 | 5,80 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 57 | 2.750,00 | 34 | 3.300,00 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 639 | 21,48 | 382 | 15,81 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 1.083 | 8,19 | 647 | 3,19 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 439 | 262 | ||||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 72 | 7,46 | 43 | 2,44 | ||||
| 2026-05-12 | 13F | Orion Investment Co | 5.898 | 0,94 | 3.524 | -3,82 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 592 | 52,19 | 371 | 55,88 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 2.141 | 8,35 | 1.279 | 3,23 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1.069 | 23,01 | 639 | 17,28 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 24.757 | 88,41 | 14.794 | 79,53 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 36.033 | 0,04 | 21.904 | -3,04 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 57.464 | 3,71 | 34.338 | -1,18 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 3.765 | 28,63 | 2.250 | 22,62 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77.043 | 5,18 | 46.037 | 0,21 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 399 | 1,79 | 238 | -3,25 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 1.602 | 4,64 | 957 | -0,31 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 177.765 | 34,69 | 105.632 | 27,62 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 3.039 | 1.816 | ||||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 1.246 | -4,67 | ||||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 44.460 | 7,04 | 26.565 | 1,99 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 1.704 | 30,98 | 1.018 | 24,91 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 316 | 128,99 | 189 | 118,60 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 147.612 | 11,01 | 88.205 | 5,78 | ||||
| 2026-05-12 | 13F | Graham Capital Wealth Management, Llc | 787 | 15,74 | 470 | 10,33 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 1.432 | 24,52 | 856 | 18,59 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 9.074 | 2,75 | 5.422 | -2,11 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 7.258 | 9,75 | 4.337 | 4,61 | ||||
| 2026-04-24 | 13F | Whelan Financial | 990 | 2,48 | 592 | -2,31 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 17.193 | 0,31 | 10.274 | -4,42 | ||||
| 2026-05-06 | 13F | CNB Bank | 565 | 18,95 | 338 | 13,47 | ||||
| 2026-05-14 | 13F | Ark Wealth Advisors LLC | 809 | 78,19 | 483 | 70,07 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5.624 | 3,59 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1.564.983 | 10,69 | 981.448 | 10,69 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 33.595 | 3,47 | 20.075 | -1,41 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3.889 | 0,78 | 2.324 | -4,01 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1.876 | 4,69 | 1.121 | -0,27 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 12.732 | 72,54 | 7.608 | 64,43 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 2.837 | 2,57 | 1.695 | -2,25 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 507 | 0,40 | 303 | -4,43 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 14.866 | 8.883 | ||||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 2.215 | 72,37 | 1.324 | 64,35 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 8.466 | 23,65 | 5.059 | 17,82 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 852 | 509 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 79.787 | 20,14 | 47.677 | 14,47 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 893 | 1,13 | 533 | -3,62 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 1.640 | 3,47 | 980 | -1,51 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 18.872 | 12,11 | 11.277 | 6,81 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 3.030 | 87,85 | 1.811 | 79,03 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 3.161 | 26,29 | 1.889 | 20,40 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 562.894 | 38,66 | 336.357 | 32,12 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 3.451 | 7,81 | 2.062 | 2,74 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 625 | 0,32 | 373 | -4,36 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 23.719 | 1,35 | 14.173 | -3,42 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 336 | 228 | ||||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 2.006 | 9,02 | 1.199 | 3,90 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 2.307 | 0,39 | 1.379 | -4,37 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 2.478 | 99,84 | 1.481 | 90,48 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 155.661 | 24,07 | 93.016 | 18,22 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 13.922 | 0,76 | 8.319 | -3,99 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 973 | 7,28 | 581 | 2,29 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 113.381 | 1,45 | 67.751 | -3,33 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 3.211 | 26,82 | 1.919 | 20,78 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 11.825 | 11,73 | 7.066 | 6,45 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 8.598 | 8,77 | 5.138 | 3,63 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 47.374 | 111,59 | 28.308 | 101,60 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 14.848 | 21,05 | 8.873 | 15,34 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 22.007 | 3,23 | 13.150 | -1,64 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 439 | 5,53 | 263 | 0,38 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 3.126 | 12,37 | 1.868 | 7,05 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 1.184 | 27,72 | 707 | 21,69 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 1.223 | 11,79 | 711 | 3,50 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 40.131 | 7,81 | 23.980 | 2,72 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 5.743 | 22,50 | 3.432 | 16,74 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 5.788 | 18,12 | 3.459 | 12,57 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 17.095.668 | 18,41 | 9.970.210 | 10,11 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 364 | 248 | ||||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 1.769 | 17,62 | 1.057 | 12,09 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 6.138 | 3,95 | 3.668 | -0,97 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 147.776 | 2,36 | 88.304 | -2,47 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 2.314 | 1,36 | 1 | 0,00 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 339 | 2,42 | 213 | 4,93 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 221 | 4,25 | 132 | -1,50 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 25.716 | 0,52 | 15.366 | -4,23 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2.297.214 | 9,58 | 1.372.700 | 4,41 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 11.959 | 5,93 | 7.146 | 0,92 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 197.683 | 2,23 | 118.126 | -2,59 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 46.212 | 13,98 | 27.614 | 8,60 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 1.823 | 0,33 | 1.089 | -4,39 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 14.647 | 8,47 | 8.752 | 2,81 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 265.319 | 0,25 | 158.542 | -4,48 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 16.963 | 3,46 | 10.136 | -1,42 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 683 | 4,12 | 408 | -0,73 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 3.799 | 5,62 | 2.270 | 0,62 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 1.397 | 835 | ||||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5.000 | 2.638 | ||||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 695 | 16,81 | 415 | 11,56 | ||||
| 2026-04-29 | 13F | Prossimo Advisors, LLC | 5.255 | 3.140 | ||||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 5.857 | 6,76 | 3.500 | 1,72 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 677 | 405 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 56.962 | 5,87 | 34.102 | 0,89 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 8.964 | 1,00 | 5.356 | -3,76 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 15.142 | 26,11 | 9.048 | 20,18 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 1.048 | 0,58 | 626 | -4,29 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 10.108 | 12,16 | 6.040 | 6,88 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 1.311 | 19,07 | 783 | 13,48 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 85.810 | 13,25 | 51.276 | 7,91 | ||||
| 2026-05-15 | 13F | EFG International AG | 43.053 | 13,45 | 25.726 | 8,10 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 34.924 | 4,60 | 20.869 | -0,33 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 8.626 | 9,56 | 5.154 | 4,40 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 71.250 | 23,58 | 42.576 | 17,76 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 12.355 | 16,99 | 7.383 | 11,46 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 16.295 | 1,20 | 9.737 | -3,58 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 935 | 10,00 | 559 | 4,69 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 4.392 | 1,64 | 2.624 | -3,14 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 95.488 | 30,59 | 57.059 | 24,43 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 8.235 | 1,99 | 4.921 | -2,82 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 10.079 | 29,07 | 6.023 | 22,97 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 11.688 | 1,37 | 6.984 | -3,40 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 3.569 | 0,03 | 2.132 | -4,69 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 107.280 | 4,98 | 64.105 | 0,02 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 162.275 | 9,69 | 96.967 | 3,76 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 861 | 26,99 | 514 | 20,94 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1.653 | 0,06 | 987 | -4,73 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 114.254 | 23,11 | 68.273 | 17,30 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 1.007 | 0,50 | 602 | -4,30 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 4.664 | 8,36 | 2.787 | 3,26 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 41.114 | 17,27 | 24.568 | 11,74 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 26.325 | 1,69 | 15.731 | -3,11 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 25.556 | 34,84 | 15.271 | 28,48 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 115.143 | 322,81 | 59.108 | 347.594,12 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 679 | 3,19 | 406 | -1,70 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 965 | 0,10 | 577 | -4,64 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 4.838 | 27,15 | 2.891 | 21,17 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 8.927 | 22,34 | 5.334 | 14,54 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 6.230 | 8,99 | 3.723 | 3,85 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 30.640.543 | 4,41 | 18.309.256 | -0,52 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 32.590 | 0,79 | 19.474 | -3,96 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 344 | 2,69 | 206 | -2,38 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 6.889 | 7,46 | 4.117 | 2,39 | ||||
| 2026-05-15 | 13F | Apollo Management Holdings, L.P. | 590.523 | 352.867 | ||||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 3.373 | 0,09 | 2.016 | -4,64 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 403 | 24,77 | 241 | 18,81 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 8.842 | 0,67 | 5.283 | -4,08 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 14.159 | 0,85 | 8.461 | -3,91 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 31.204 | 4,82 | 18.646 | -0,12 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 437 | 4,55 | 261 | -0,38 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 1.966 | 20,61 | 1.175 | 14,87 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 276.774 | 53,26 | 165.386 | 46,03 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 13.090 | 3,86 | 7.822 | 111.642,86 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 825.917 | 6,42 | 493.527 | 1,40 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 12.359 | 4,15 | 7.385 | -0,77 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 915 | 1 | ||||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 5.738 | 0,19 | 3.429 | -4,54 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 361 | 216 | ||||||
| 2026-05-14 | 13F | Taylor Securities Services, Inc. | 382 | 228 | ||||||
| 2026-05-15 | 13F | Advisory Resource Group | 1.545 | 9,11 | 923 | 3,94 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 41.750 | 1,37 | 24.948 | -3,41 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 6.754 | 4,34 | 4.036 | -0,59 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 108.455 | 11,41 | 64.807 | 6,16 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 12.422 | 10,11 | 7.423 | 4,93 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 1.366 | 31,60 | 816 | 25,54 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 410 | 245 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 110.682 | 9,25 | 66.124 | 3,95 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 342.870 | 2,17 | 204.882 | -2,65 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 6.652 | 89,03 | 3.975 | 80,15 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 23.388 | 6,98 | 13.976 | 1,93 | ||||
| 2026-04-09 | 13F | Trust Co of Tennessee | 123.091 | 0,96 | 73.552 | -3,81 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.651.883 | 2,90 | 1.584.786 | -1,95 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 4.190 | 10,47 | 2.504 | 5,26 | ||||
| 2026-04-22 | 13F | Louisbourg Investments Inc. | 13.866 | 4,75 | 8.286 | -0,19 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 17.081 | 5,39 | 10.207 | 0,42 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 97.011 | 4,72 | 57.969 | -0,22 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 360 | 215 | ||||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 362 | 1,12 | 216 | -3,57 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 2.208 | 1,38 | 1.319 | -3,37 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 8 | 5 | ||||||
| 2026-05-14 | 13F | RWQ Financial Management Services, Inc. | 400 | 239 | ||||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 505 | 302 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 199.888 | 0,28 | 119.434 | -4,46 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 1.625 | 1,25 | 971 | -3,48 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 1.419 | 84,53 | 729 | 51,24 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 39.600.312 | 23.663.166 | ||||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 598 | 0,17 | 358 | -4,55 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 881 | 22,70 | 526 | 16,89 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 1.321 | 4,34 | 790 | -0,63 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 4.524 | 17,63 | 2.703 | 12,11 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 76.677 | 0,85 | 45.818 | -3,90 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 1.612 | 11,10 | 963 | 5,94 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 9.526 | 1,05 | 5.692 | -3,70 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 8.218 | 5,75 | 4.911 | 0,76 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 352 | 210 | ||||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 433 | 2,36 | 259 | -2,64 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 157.877 | 0,09 | 94.339 | -4,63 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 3.189 | 0,03 | 1.906 | -4,70 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1.433 | 0,84 | 856 | -3,93 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 51.710 | 30,89 | 30.900 | 24,72 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 1.237 | 0,08 | 739 | -4,65 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 755 | 128,79 | 451 | 118,93 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 7.989 | 7,31 | 4.774 | 2,25 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.799 | 3,39 | 4.063 | -1,50 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 692 | 0,29 | 414 | -4,39 | ||||
| 2026-05-06 | 13F | Everest Management Corp. | 10.374 | 2,84 | 6.199 | -2,02 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 1.950 | 63,18 | 1.165 | 55,41 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 924 | 0,76 | 552 | -4,00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 6.418 | 7,47 | 3.835 | 2,38 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 20.172 | 0,95 | 11.718 | -6,50 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 2.784 | 0,40 | 1.663 | -4,37 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 5.866 | 107,79 | 3.505 | 98,02 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 37.925 | 3,96 | 22.662 | -0,94 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15.062.213 | 7,04 | 9.000.426 | 1,99 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 10.304 | 13,83 | 6.158 | 8,47 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 385.890 | 1,11 | 230.589 | -3,66 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 14.057 | 0,98 | 8.400 | -3,78 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 347.112 | 207.417 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 20 | 12 | ||||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 1.082 | 14,62 | 646 | 9,12 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 12.703 | 3,19 | 7.590 | -1,67 | ||||
| 2026-05-19 | 13F | Kensington Investment Counsel, LLC | 537 | 321 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 3.840 | 6,37 | 2.295 | 1,33 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 2.632 | 1,27 | 1.573 | -3,50 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 1.734.018 | 100,00 | 1.057.976 | 100,00 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 758.535 | 0,66 | 453.263 | -4,09 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 48.272 | 11,38 | 28.845 | 6,13 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 870 | 47,46 | 520 | 40,65 | ||||
| 2026-05-15 | 13F | Liberty Mutual Group Asset Management Inc. | 212.594 | 15,39 | 127.036 | 9,94 | ||||
| 2026-05-15 | 13F | Family Management Corp | 1.827 | 3,98 | 1.092 | -0,91 | ||||
| 2026-05-13 | 13F | Summitas Investment Management LLC | 102.896 | 1,91 | 61.485 | -2,90 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 5.339 | 3,55 | 3.190 | -1,33 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 4.553 | 2,27 | 2.721 | -2,54 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 15.585 | 42,28 | 9.312 | 34,41 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 452.121 | 7,75 | 270.165 | 2,67 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 966 | 69,47 | 604 | 68,91 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.861 | 2,66 | 1.709 | -2,18 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 32.611 | 7,53 | 19.487 | 2,46 | ||||
| 2026-05-12 | 13F | Creative Planning | 1.618.133 | 6,94 | 966.916 | 1,89 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 1.961 | 64,51 | 1.167 | 55,67 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 3.819 | 7,58 | 2.282 | 2,47 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 105.780 | 0,84 | 66.338 | 3,27 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 41.592 | 2,80 | 24.845 | -2,08 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 44.446 | 3,27 | 26.559 | -1,60 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 11.153 | 1,76 | 6.665 | -3,04 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 4.288 | 3,45 | 2.562 | -1,42 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 396 | 5,32 | 237 | 0,43 | ||||
| 2026-05-07 | 13F | First National Trust Co | 39.548 | 5,83 | 23.632 | 0,83 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 12.318 | 33,99 | 7.360 | 27,67 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 11.016 | 7,92 | 6.583 | 2,83 | ||||
| 2026-05-15 | 13F | Eight 31 Financial Llc | 21.966 | 1,49 | 13.126 | -3,30 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 2.313 | 25.600,00 | 1.382 | 27.540,00 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 224 | 134 | ||||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 44.863 | 26.808 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 757 | 4,41 | 452 | -0,44 | ||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 108.898 | 4,26 | 65.072 | -0,66 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 2.929 | 16,09 | 335 | -78,94 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 5.344 | 1,93 | 3.193 | -2,86 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 12.601 | 0,08 | 7.530 | -4,65 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 26.724 | 9,34 | 15.969 | 4,18 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 8.430 | 48,05 | 5.037 | 41,77 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 10.253 | 1,88 | 6.126 | -2,93 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 1.046 | 0,67 | 625 | -3,99 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 15.365 | 0,93 | 9.181 | -3,82 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 189.906 | 5,59 | 113.478 | 0,61 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 8.080 | 9,69 | 5.067 | 12,35 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 1.137 | 0,71 | 679 | -4,10 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 779 | 5,41 | 465 | 0,43 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 27.204 | 7,15 | 16.256 | 2,09 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 3.834 | 27,50 | 2.291 | 21,42 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 619 | 0,16 | 370 | -4,64 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 5 | 0 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 5.541 | 21,73 | 3.311 | 15,98 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 1.406.636 | 19,15 | 840.535 | 13,53 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 26.419 | 3,09 | |||||
| 2026-04-22 | 13F | Penney Financial, LLC | 2.162 | 4,44 | 1.292 | -0,46 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 1.034.500 | 124,99 | 618.165 | 114,38 | |||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 493 | 10,29 | 295 | 5,00 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 76.258 | 2,72 | 45.568 | -2,12 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 4.226 | 1,78 | 2.525 | -3,03 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 1.347 | 37,59 | 805 | 31,16 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 918.500 | 69,12 | 548.850 | 61,14 | |||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 379 | 226 | ||||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 54.975 | 0,17 | 32.850 | -4,55 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 1.698 | 15,59 | 1.015 | 10,10 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 639 | 29,09 | 0 | |||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 36.766 | 0,14 | 21.969 | -4,58 | ||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 1.728 | 1.033 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 3.559 | 18,44 | 2.127 | 12,79 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 35.607 | 1,21 | 21.277 | -3,56 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 14.971 | 45,73 | 8.946 | 38,87 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 130.723 | 17,61 | 78.114 | 12,06 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 1.500 | 1 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 75.534 | 1,76 | 45.135 | -3,04 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 1.370 | 10,48 | 819 | 5,28 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 3.273 | 82,85 | 1.956 | 74,24 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 19.669 | 0,48 | 11.753 | -4,27 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 572 | 0,35 | 342 | -5,54 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 169 | 344,74 | 101 | 334,78 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 2.854 | 0,25 | 1.705 | -4,48 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 41.364 | 0,17 | 24.717 | -4,56 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 2.095 | 0,05 | 1.252 | -4,72 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 20.735 | 29,42 | 12.390 | 23,32 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 1.372 | 43,51 | 820 | 36,89 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 35.134 | 2,52 | 20.994 | -2,32 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 1.290 | 0,70 | 771 | -4,11 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.935.246 | 1,64 | 1.156 | -3,18 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 717 | 0,99 | 0 | |||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2.027 | 20,58 | 1.211 | 14,90 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 411 | 0,24 | 245 | -4,67 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 2.750 | 2,15 | 1.643 | -2,67 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 2.988 | 198,20 | 1.785 | 184,24 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 180.665 | 2,59 | 107.956 | -2,25 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 17.218 | 18,97 | 10.289 | 13,35 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1.325 | 0,08 | 792 | -4,70 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 642 | 0,63 | 384 | -4,25 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 1.799 | 27,23 | 1.075 | 21,22 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 2.147 | 3,12 | 1.283 | -1,76 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 23.890 | 8,38 | 14 | 7,69 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 21.245 | 7,41 | 12.695 | 2,34 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 6.091 | 74,93 | 3.669 | 68,03 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 1.457 | 0,14 | 871 | -4,61 | ||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 1.639 | 0,49 | 979 | -4,30 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 12.812 | 4,67 | 7.656 | -0,27 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 5.420 | 0,43 | 3.239 | -4,31 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 5.616 | 9,01 | 3.356 | 3,87 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 201 | 294,12 | 120 | 287,10 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 154.261 | 5,60 | 92.179 | 0,61 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.503 | 2.691 | ||||||
| 2026-05-12 | 13F | Matters Capital Llc | 1.953 | 1.167 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 1.973 | 1.179 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 686 | 0,15 | 410 | -4,66 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 393.826 | 3,43 | 235.331 | -1,45 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 524.192 | 7,21 | 313.231 | 2,15 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 17 | 10 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 161.978 | 4,18 | 96.790 | -0,73 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 9.884 | 3,13 | 5.906 | -1,75 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 11.649 | 6,78 | 6.961 | 1,74 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 624 | 5,23 | 408 | 9,68 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 480 | 287 | ||||||
| 2026-04-13 | 13F | Benson Investment Management Company, Inc. | 521 | 3,78 | 311 | -0,96 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 1.582 | 45,81 | 1 | |||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 21.988 | 5,80 | 13.139 | 0,82 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 19 | 35,71 | 11 | 37,50 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 1.970 | 52,24 | 1 | |||||
| 2026-04-22 | 13F | RMR Wealth Builders | 202.306 | 7,81 | 120.888 | 2,72 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 6.108 | 23,07 | 3.650 | 17,26 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 30.455 | 8,05 | 18.198 | 2,95 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 2.033 | 1,25 | 1.215 | -3,57 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 879 | 19,11 | 525 | 13,39 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 2.718 | 1,19 | 1.624 | -3,56 | ||||
| 2026-05-13 | 13F | West Virginia University Foundation, Inc | 552.133 | 22,11 | 329.927 | 16,35 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 650 | 9,24 | 388 | 4,02 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 8.533 | 78,14 | 5.099 | 69,80 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 9.456 | 23,03 | 5.650 | 17,22 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9.317 | 2,63 | 5.843 | 5,09 | ||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 335 | 200 | ||||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 954 | 4,95 | 570 | -0,18 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 2.738 | 58,27 | 1.636 | 50,83 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 6.287 | 2,31 | 3.757 | -2,52 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 5.754 | 6,28 | 3.438 | 1,27 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 67.871 | 23,65 | 41 | 17,65 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 16.490 | 2,71 | 9.853 | -2,14 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 116.749 | 1,68 | 69.763 | -3,12 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 989 | 5,55 | 591 | 0,51 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 12.703 | 62,80 | 7.591 | 55,12 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 21 | 13 | ||||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 3.458 | 20,91 | 2.066 | 15,23 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5.140.749 | 9,74 | 3.072.019 | 4,55 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 9.989 | 8,05 | 5.969 | 1,83 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 49.741 | 3,85 | 29.740 | -1,17 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 8.552 | 4,83 | 5.110 | -0,12 | ||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 28.582 | 0,09 | 17.079 | -4,63 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 1.389 | 17,12 | 830 | 11,57 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 44.528 | 7,05 | 26.608 | 2,01 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 10.784 | 0,43 | 6.444 | -4,32 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 33.641 | 20.102 | ||||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 830 | 0,36 | 496 | -4,44 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 1.367 | 5,89 | 817 | 0,87 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1.987 | 0,10 | 1.188 | -4,58 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 362 | 5,85 | 216 | 0,93 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 2.960 | 3,24 | 1.769 | -1,61 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 4.335 | 10,22 | 2.590 | 5,03 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 3.964 | 5,62 | 2.369 | 0,64 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 22.065 | 16,37 | 13.185 | 10,89 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 12.687 | 3,47 | 7.581 | -1,42 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 27.196 | 6,22 | 16.251 | 1,21 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 29.813 | 17.815 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 85.588 | 15,96 | 51.202 | 10,62 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 107.097 | 3,96 | 63.996 | -0,95 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 5.320 | 2,09 | 3.179 | -2,72 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 1.113 | 1,27 | 665 | -3,48 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 381 | 1,33 | 228 | -3,40 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 4.320 | 3,75 | 2.581 | -1,15 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 5.604 | 2,19 | 3.348 | -2,62 | ||||
| 2026-05-13 | 13F | Rezny Wealth Management, Inc. | 2.704 | 22,69 | 1.616 | 16,86 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 16.353 | 4,19 | 9.772 | -0,73 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 7.235 | 1,74 | 4.323 | -3,05 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 3.687.384 | 1,96 | 2.203 | -2,87 | ||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 29.529 | 0,08 | 17.645 | -4,64 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 2.392 | 0,34 | 1.429 | -4,41 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 37.287 | 64,36 | 22.281 | 56,60 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 634 | 2,76 | 379 | -2,07 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 13.041 | 10,68 | 7.793 | 5,45 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 6.700 | 11,07 | 4.004 | 5,82 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 168.486 | 3,46 | 100.679 | -1,42 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 163.970 | 19,63 | 97.980 | 13,98 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 1.660 | 2,60 | 992 | -2,17 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 79.279 | 1,80 | 53.754 | 8,66 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 9.857 | 56,21 | 5.890 | 48,86 | ||||
| 2026-05-01 | 13F | American Trust | 290.703 | 0,51 | 173.710 | -4,24 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9.393 | 0,73 | 539 | 3,26 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 8.919 | 1,15 | 5.329 | -3,62 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 346 | 3,90 | 207 | -1,44 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 1.016.744 | 100.468,15 | 607.555 | 95.728,86 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 8.453 | 2,56 | 5.051 | -2,26 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.396.649 | 1,51 | 834.569 | -3,28 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 18.682 | 8,84 | 11.164 | 3,72 | ||||
| 2026-05-04 | 13F | TrustBank | 72.638 | 0,94 | 43.405 | -3,83 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 3.801 | 1,60 | 2.271 | -3,16 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 54.329 | 5,17 | 32.464 | 0,21 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 4.554 | 4,91 | 2.721 | -0,04 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 4.776 | 6,11 | 2.854 | 1,10 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 416.744 | 0,88 | 249 | -3,86 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 520 | 311 | ||||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 2.132 | 8,55 | 1 | 0,00 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 1.338 | 9,58 | 800 | 4,44 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 336 | 0,30 | 201 | -4,76 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 6.487 | 3.876 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 699 | 1,16 | 418 | -3,70 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 1.508 | 946 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 5.342 | 8,60 | 3.192 | 3,44 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 354 | 212 | ||||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 10.365 | 4,70 | 6.194 | -0,24 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 471.809 | 14,91 | 281.929 | 9,49 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1.608.662 | 0,80 | 961.771 | -3,90 | ||||
| 2026-04-20 | 13F | First American Bank | 28.703 | 15,23 | 17.151 | 9,79 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 3.856 | 125,10 | 1.141 | 6,15 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.084.220 | 85,21 | 647.875 | 76,47 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 11.064 | 7,44 | 6.612 | 2,37 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 21.208 | 14,48 | 12.673 | 9,08 | ||||
| 2026-04-13 | 13F | Ayalon Holdings Ltd. | 50.727 | 22,02 | 30 | 15,38 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 821 | 4,99 | 491 | 0,00 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 208.790 | 4,52 | 124.762 | -0,41 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 5.587 | 17,79 | 3.338 | 10,97 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 1.449.168 | 55,61 | 865.950 | 48,27 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 1.386 | 5,32 | 1 | |||||
| 2026-05-14 | 13F | Ade, Llc | 48.974 | 6,13 | 29.264 | 1,13 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 603.093 | 12,02 | 360.378 | 6,74 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 35.492 | 2,63 | 21.208 | -2,21 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 2.818 | 1,00 | 1.680 | -3,84 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 2.299 | 61,67 | 1.374 | 54,10 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 163 | 97 | ||||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 1.887 | 1,40 | 1.128 | -3,43 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 404 | 12,22 | 242 | 7,11 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 779 | 1,70 | 465 | -3,12 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 37.106 | 2,43 | 22.173 | -2,40 | ||||
| 2026-05-06 | 13F | Kinsale Capital Group, Inc. | 132.801 | 9,41 | 79.355 | 4,25 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 826 | 78,02 | 494 | 70,00 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 399 | 238 | ||||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 1.801 | 1,41 | 1.076 | -3,32 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 44.180 | 0,46 | 26.424 | -4,26 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 30.656 | 96,34 | 18.507 | 88,99 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 4.236 | 11,80 | 2.532 | 6,52 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 10.524 | 7,21 | 6.289 | 2,16 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 90.386 | 2,85 | 54.010 | -2,00 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 2.703 | 141,34 | 1.615 | 130,06 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 1.127 | 18,26 | 673 | 12,73 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 29.267 | 3,20 | 17.488 | -1,67 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 7.786 | 4.690 | ||||||
| 2026-01-22 | 13F | NRI Wealth Management LC | 1.112 | 0,54 | 698 | 2,95 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | Put | 100 | 3 | |||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 494 | 8,81 | 298 | 4,58 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.000.963 | 3,21 | 1.195.675 | -1,66 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 1.300 | 0,08 | 777 | -4,67 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 1.560 | 22,07 | 932 | 16,35 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 114.238 | 11,13 | 68.263 | 5,89 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 3.933 | 0,20 | 2.350 | -4,55 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 25 | 15 | ||||||
| 2026-05-08 | 13F | Matisse Capital | 1.148 | 0,88 | 686 | -3,79 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10.108 | 0,35 | 6.040 | -4,38 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 834 | 498 | ||||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 527 | 315 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 22.839 | 4,31 | 13.647 | -0,61 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 16.809 | 59,87 | 10.041 | 51,56 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 7.999 | 3,80 | 4.780 | -1,08 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 6.675 | 1,34 | 3.989 | -3,46 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 1.392.756 | 0,44 | 832.241 | -4,30 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 7.210 | 0,03 | 4.308 | -4,69 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | Call | 300 | 179 | |||||
| 2026-04-16 | 13F | Financial Management Network Inc | 1.681 | 7,07 | 1.051 | 6,49 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 459 | 9,55 | 274 | 4,58 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 29.476 | 3,52 | 17.613 | -1,37 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 1.667 | 1,09 | 996 | -3,68 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7.683 | 12,99 | 4.591 | 7,67 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 8.946 | 7,58 | 5.348 | 2,49 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 1.332 | 159,65 | 796 | 147,98 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 59.952 | 35.824 | ||||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 692 | 24,68 | 414 | 18,68 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 465 | 30,25 | 278 | 24,22 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 652 | 11,64 | 390 | 6,28 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 14.269 | 6,01 | 8.527 | 1,01 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 7.435 | 0,38 | 4.443 | -4,37 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 80.877 | 4,67 | 50.720 | 7,19 | ||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 430 | 257 | ||||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 10.655 | 6,89 | 6.367 | 1,84 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 8.250 | 146,34 | 4.930 | 134,71 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 987 | 0,10 | 590 | -4,69 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 5.185 | 3.252 | ||||||
| 2026-05-07 | 13F | Tull Financial Group, Inc. | 1.602 | 6,66 | 957 | 1,70 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 2.516 | 0,72 | 1.504 | -4,02 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 4.558 | 9,57 | 2.724 | 4,41 | ||||
| 2026-05-12 | 13F | Payden & Rygel | 27.207 | 0,93 | 16 | 0,00 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 30.008 | 2,67 | 18 | -5,56 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.582.234 | 1,34 | 945.496 | -3,44 | ||||
| 2026-05-08 | 13F | Bokf, Na | 608.453 | 2,66 | 363.581 | -2,19 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 1.624 | 19,06 | 970 | 13,45 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 137.866 | 1,65 | 82.382 | -3,14 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 3.735 | 24,42 | 2.232 | 18,60 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 31.213 | 18.651 | ||||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 96 | 0 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 287.151 | 3,96 | 171.587 | -0,94 | ||||
| 2026-04-23 | 13F | Rexford Capital Inc | 6.945 | 9,85 | 4.150 | 4,69 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 238.838 | 0,33 | 142.718 | -4,40 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 5.182 | 3.097 | ||||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 18.992 | 11.349 | ||||||
| 2026-04-21 | 13F | Kieckhefer Group Llc | 4.271 | 77,44 | 2.552 | 69,12 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 148.562 | 3,77 | 88.773 | -1,12 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 5.212 | 19,93 | 3.115 | 14,07 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 650 | 388 | ||||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 385 | 1,32 | 230 | -3,36 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 3.648 | 3,37 | 2.180 | -1,54 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 120.234 | 14,71 | 71.872 | 9,36 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 7.296 | 19,06 | 4.359 | 13,43 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 1.269 | 5,31 | 759 | 0,53 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 1.389 | 3,35 | 952 | 11,87 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 28.263 | 3,10 | 16.889 | -1,76 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 220.542 | 1,22 | 131.785 | -3,56 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 34.602 | 50,84 | 20.676 | 43,72 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 25.057 | 86,99 | 14.973 | 78,19 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 276.504 | 2,33 | 165.225 | -2,50 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 95 | 57 | ||||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 2.666 | 0,08 | 1.593 | -4,61 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 176.417 | 4,15 | 105.418 | -0,76 | ||||
| 2026-05-14 | 13F | Betterment LLC | 382.432 | 22,37 | 229 | 16,92 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 382 | 228 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 898.405 | 4,62 | 536.775 | -0,35 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 1.827 | 69,17 | 1.092 | 61,15 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 439 | 5,78 | 275 | 8,27 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 26.279 | 4,64 | 16.909 | 8,06 | ||||
| 2026-05-05 | 13F | GuidedMoney, LLC | 833 | 2,33 | 498 | -2,55 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 301 | 2,73 | 180 | -2,19 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 6.180 | 11,01 | 3.693 | 5,76 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1.978 | 92,60 | 1.182 | 83,67 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 34.531 | 44,65 | 20.634 | 37,83 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 985 | 9,20 | 589 | 4,07 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 1.639 | 10,07 | 979 | 4,93 | ||||
| 2026-05-05 | 13F | Silphium Asset Management Ltd | 206.920 | 37,95 | 123.645 | 31,44 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 31.158 | 18.618 | ||||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 50.605 | 0,60 | 30.239 | -4,15 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 8.144 | 6,30 | 4.867 | 1,29 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 387 | 20,19 | 231 | 14,93 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 18.576 | 20,42 | 11.100 | 14,74 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 643.816 | 13,08 | 384.712 | 7,75 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 141.400 | 5,68 | 84.494 | 0,69 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 22.490 | 7,40 | 13.439 | 2,33 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 418 | 0,24 | 250 | -4,21 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 2.482 | 1.557 | ||||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 627 | 13,59 | 375 | 8,09 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 2.599 | 0,23 | 1.717 | 5,60 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7.234 | 15,37 | 4.323 | 9,92 | ||||
| 2026-04-21 | 13F | Penn Davis Mcfarland Inc | 1.168 | 4,66 | 698 | -0,29 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 45.621 | 1,75 | 27.261 | -3,05 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 74.376 | 5,11 | 44.443 | 0,15 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 9 | 28,57 | 6 | 25,00 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 14.487 | 0,24 | 8.657 | -4,49 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 811 | 5,87 | 485 | 0,83 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 3.560 | 41,49 | 2.127 | 34,88 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 3.965 | 0,33 | 2.369 | -4,44 | ||||
| 2026-05-11 | 13F | a16z Perennial Management, L.P. | 69.192 | 41.346 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 32.396 | 0,98 | 19.358 | -3,78 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 679 | 47,93 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 21.118 | 4,14 | 12.619 | -0,77 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 8.665 | 513,23 | 5.178 | 484,31 | ||||
| 2026-05-15 | 13F | Css Llc/il | 32.210 | 1,77 | 19.247 | -3,03 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 67.951 | 31,03 | 40.604 | 24,85 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 12.304 | 269,16 | 7.411 | 254,55 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 3.290 | 1.966 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 5.963 | 3,83 | 3.563 | -1,08 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 1.129 | 22,32 | 675 | 16,61 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 5.413 | 123,22 | 2.602 | 71,07 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 8.226 | 2,11 | 4.916 | -2,65 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 3.071 | 33,17 | 1.835 | 26,99 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 10.591 | 3,80 | 6.328 | -1,09 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 24.980 | 2,38 | 15.045 | -1,69 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 1.403 | 107,24 | 838 | 97,64 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 2.069 | 0,49 | 1.236 | -4,26 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 1.402 | 9,11 | 838 | 3,98 | ||||
| 2026-05-08 | 13F | Stephens Greth Foundation | 374.237 | 52,50 | 223.625 | 45,31 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 1.703 | 6,70 | 1.065 | 6,40 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 179.883 | 0,78 | 107 | -3,60 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 32.034 | 0,23 | 19.142 | -4,50 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 2.532 | 0,60 | 1.513 | -4,12 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 637 | 21,80 | 380 | 16,21 | ||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 1.684 | 6,85 | 1.006 | 1,82 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 487 | 291 | ||||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 58.855 | 8,46 | 35.169 | 3,34 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 16.876 | 0,88 | 10.084 | -3,87 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 12.831 | 8,16 | 7.667 | 3,06 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 22.021 | 3,47 | 13.159 | -1,42 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 3.254 | 5,27 | 1.944 | 0,31 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 21.828 | 1,21 | 13.043 | -3,56 | ||||
| 2026-04-21 | 13F | GFG Capital, LLC | 1.339 | 59,22 | 800 | 51,80 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 5.126 | 8,05 | 3.063 | 2,99 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 3.499 | 0,23 | 2.091 | -4,52 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 277.322 | 4,49 | 165.714 | -0,44 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 739 | 97,07 | 442 | 88,46 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 42.974 | 8,86 | 25.679 | 3,73 | ||||
| 2026-04-10 | 13F/A | OP Asset Management Ltd | 293.158 | 33,56 | 175.177 | 27,26 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 1.099 | 0,27 | 657 | -4,51 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 422 | 1,20 | 252 | -3,45 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 12.558 | 0,48 | 7.453 | -5,14 | ||||
| 2026-04-14 | 13F | Gibson Wealth Advisors LLC | 29.547 | 0,18 | 17.656 | -4,55 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 382 | 0,26 | 228 | -4,60 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 3.570 | 16,63 | 2.133 | 11,15 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 8.014 | 8,19 | 4.789 | 3,08 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 9.876 | 4,53 | 5.901 | -0,39 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1.124 | 8,08 | 672 | 2,91 | ||||
| 2026-04-14 | 13F | Flower City Capital | 24.134 | 1,78 | 14.421 | -3,02 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 13.035 | 22,56 | 7.789 | 16,76 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 8.804 | 17,98 | 5.261 | 12,42 | ||||
| 2026-05-14 | 13F | Swf Llc | 918.327 | 45,35 | 548.746 | 38,49 | ||||
| 2026-05-15 | 13F | Ehrenkranz Partners L.P. | 10.406 | 0,46 | 6.219 | -4,26 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 1.270 | 2,34 | 759 | -2,57 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 4.350 | 15,20 | 2.599 | 9,76 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 456.194 | 2,46 | 272 | -2,86 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 267.576 | 17,38 | 160.000 | 11,85 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 191.231 | 142,76 | 114.270 | 131,31 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3.727 | 5,55 | 2.227 | 0,59 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 1.622 | 0,06 | 969 | -4,72 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 125.464 | 15,48 | 74.971 | 10,03 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 2.429 | 0,12 | 1.452 | -4,60 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 416 | 13,66 | 249 | 8,30 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 198 | 73,68 | 118 | 66,20 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 991 | 621 | ||||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 154.531 | 1,61 | 92.340 | -3,19 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 1.663 | 0,18 | 994 | -4,52 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 107.272 | 13,58 | 64.101 | 8,22 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 1.422 | 138,19 | 850 | 127,01 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 23.800 | 4,19 | 14.240 | -0,59 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 3.295 | 1,60 | 1.969 | -3,15 | ||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 6.078 | 0,21 | 3.632 | -4,52 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 848 | 43,24 | 507 | 36,39 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 1.336 | 1,21 | 798 | -3,51 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 4.695 | 30,53 | 2.806 | 24,39 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 811 | 2,79 | 485 | -2,81 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 632.460 | 52,74 | 377.927 | 45,53 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 1.613 | 5,29 | 964 | 0,21 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 3.243 | 15,00 | 1.938 | 9,56 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 5.899 | 1,29 | 3.474 | -5,47 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 101.946 | 6,06 | 60.918 | 1,05 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 68.352 | 2,76 | 40.843 | -2,09 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 984 | 27,63 | 1 | |||||
| 2026-04-15 | 13F | Verum Partners LLC | 70.491 | 5,83 | 42.122 | 0,84 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 1.319 | 1,07 | 788 | -3,67 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 1.205 | 756 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 1.002 | 0,30 | 599 | -4,47 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1.572.634 | 1,38 | 939.728 | -3,40 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 29.043 | 0,36 | 17.355 | -4,38 | ||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 1.587.839 | 949.385 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 1.196 | 134,51 | 715 | 123,13 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1.575 | 11,31 | 941 | 5,98 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 24.550 | 8,72 | 14.669 | 3,61 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 982 | 18,46 | 587 | 12,91 | ||||
| 2026-05-08 | 13F | Hardworking Capital Advisors, LLC | 1.922 | 0,52 | 1.148 | -4,25 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 1.666 | 995 | ||||||
| 2026-04-21 | 13F | New Perspectives, Inc | 509 | 0,39 | 304 | -4,40 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 15.523 | 1,00 | 9.276 | -3,77 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 279.939 | 9,29 | 167.277 | 3,37 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 24.098 | 1,88 | 14.400 | -2,93 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 29.952 | 4,06 | 17.898 | -0,85 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 28.294 | 6,68 | 16.908 | 2,06 | ||||
| 2026-05-15 | 13F | Thomist Capital Management, LP | 17.000 | 10.158 | ||||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 1.170 | 5,31 | 699 | 0,43 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 923 | 20,03 | 552 | 14,32 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 164.274 | 0,97 | 98.162 | -3,79 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 3.469 | 0,17 | 2.073 | -4,56 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 17.058 | 1,20 | 10.193 | -3,58 | ||||
| 2026-05-05 | 13F | Financial Concepts Unlimited, Inc. | 1.070 | 639 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 43.286 | 0,01 | 26 | -7,41 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 98.347 | 1,24 | 58.767 | -3,53 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 23.371 | 5,05 | 13.965 | 0,09 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 25.270 | 3,30 | 15.100 | -1,57 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 3.447 | 329,80 | 2.076 | 313,35 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 3.948 | 10,56 | 2.358 | 5,36 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 2.533 | 2,63 | 1.514 | -2,20 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 10.174 | 0,76 | 6.079 | -4,00 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 34.977 | 161,71 | 20.901 | 149,39 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 574 | 7,69 | 343 | 2,40 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 83.586 | 0,04 | 49.947 | -4,68 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 3.372 | 1,87 | 2.015 | -2,94 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 53.864 | 14,06 | 32.187 | 8,68 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 3.012 | 53,60 | 1.800 | 46,38 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 4.454 | 4,26 | 2.662 | -0,67 | ||||
| 2026-05-15 | 13F | FIL Ltd | 17 | 10 | ||||||
| 2026-05-05 | 13F | Mandatum Life Insurance Co Ltd | 62.733 | 25,14 | 37.486 | 19,23 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 14.310 | 3,28 | 8.551 | -1,59 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 19.313 | 2,65 | 11.541 | -2,19 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 83 | 40,68 | 50 | 32,43 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 3.971 | 0,03 | 2.373 | -4,70 | ||||
| 2026-05-07 | 13F | Cannon Capital Management, Inc. | 18.075 | 11,09 | 10.801 | 5,84 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 11.106 | 2,53 | 6.636 | -2,31 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 4.289 | 8,78 | 2.563 | 3,64 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 17.622 | 1,50 | 10.530 | -3,30 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 744 | 6,74 | 444 | 1,83 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 114.956 | 1,80 | 68.692 | -3,00 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 568 | 10,29 | 339 | 5,28 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 5.573 | 3,99 | 3.330 | -0,89 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 711 | 16,75 | 425 | 11,29 | ||||
| 2026-04-08 | 13F | Violich Capital Management, Inc. | 13.127 | 4,86 | 7.844 | -0,09 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 982 | 9,48 | 587 | 4,27 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 1.015 | 1,40 | 606 | -3,35 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 111 | 58,57 | 66 | 53,49 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 14.868 | 15,38 | 8.885 | 8,30 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 2.267 | 3,42 | 1.355 | -1,46 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 14.271 | 22,73 | 8.527 | 16,94 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 27.802 | 5,09 | 16.613 | 0,14 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 4.952 | 2,65 | 2.959 | -2,18 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 2.531 | 13,70 | 1.512 | 8,39 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 821 | 14,35 | 491 | 8,89 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 317.962 | 0,28 | 189.998 | -4,45 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 146.988 | 1,45 | 87.833 | -3,34 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 54.364 | 4,60 | 32.485 | -0,34 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 21.409 | 2,04 | 12.793 | -2,77 | ||||
| 2026-04-24 | 13F | Walker Asset Management, LLC | 2.539 | 5,27 | 1.517 | 0,33 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 1.746 | 0,29 | 1.043 | -4,40 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 2.008 | 116,38 | 1.200 | 106,19 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 56.428 | 52,94 | 36.021 | 55,67 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 3.777 | 22,31 | 2 | 100,00 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 52 | 8,33 | 33 | 10,34 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2.070 | 30,43 | 1.237 | 24,22 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 24.203 | 3,31 | 14.463 | -1,57 | ||||
| 2026-04-10 | 13F | Oak Root LLC | 53.950 | 1,21 | 32.238 | -3,56 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 2.820 | 0,14 | 1.685 | -4,53 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 1.632 | 30,46 | 1.050 | 33,93 | ||||
| 2026-05-01 | 13F | Capital City Trust Co/fl | 34.988 | 4,59 | 20.907 | -0,34 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 26.038 | 35,96 | 15.559 | 29,54 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 1.652 | 0,30 | 987 | -4,36 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 11.272 | 1,07 | 7.069 | 3,48 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 410.127 | 8.943,59 | 245.071 | 8.517,12 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 559 | 0,36 | 334 | -4,30 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 1.733.400 | 93,29 | 1.035.793 | 84,17 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 960.000 | 298,18 | 573.648 | 279,39 | |||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 1.194.480 | 132,10 | 713.761 | 121,15 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6.246.795 | 1,17 | 3.732.772 | -3,60 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 673 | 56,88 | 402 | 49,44 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 67.810 | 4,98 | 40.520 | 0,03 | ||||
| 2026-05-11 | 13F | Empire Life Investments Inc. | 159.363 | 3,45 | 95.984 | -0,65 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 720 | 2,27 | 450 | 0,22 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 5.604 | 1,50 | 3.349 | 1,55 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 27.651 | 2,96 | 16.523 | -1,90 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 36.200 | 4,09 | 21.631 | 1,58 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 1.434 | 13,45 | 857 | 8,08 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 29.270 | 499,80 | 17.490 | 1.038,67 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 24.693 | 0,76 | 14.758 | -3,98 | ||||
| 2026-05-05 | 13F | Willis Investment Counsel | 1.173 | 47,18 | 701 | 40,28 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 506 | 302 | ||||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 372 | 222 | ||||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 578 | 1,40 | 346 | -3,36 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 29.304 | 16,11 | 17.511 | 10,63 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 4.388 | 0,73 | 2.622 | -3,99 | ||||
| 2026-05-14 | 13F | Sun Life Financial Inc | 468.158 | 2,28 | 280 | -2,79 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | Put | 62.300 | 37.227 | |||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 3.300 | 0,67 | 1.972 | -4,09 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 29.182 | 1,71 | 17.438 | -3,08 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1.503 | 19,10 | 898 | 13,53 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 311.853 | 114,33 | 186.348 | 104,22 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 4.525 | 21,51 | 2.704 | 15,80 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 580 | 347 | ||||||
| 2026-05-01 | 13F | Towercrest Capital Management | 1.845 | 9,50 | 1.103 | 4,36 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 5.162 | 15,48 | 3.084 | 10,02 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 21.655 | 1,58 | 12.940 | -3,22 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 1.583 | 28,18 | 946 | 22,22 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | Call | 144.000 | 86.047 | |||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 840 | 21,04 | 502 | 15,17 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 4.003 | 0,88 | 2.392 | -3,86 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 125.012 | 2,29 | 74.701 | -2,53 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 1.348 | 14,14 | 845 | 17,04 | ||||
| 2026-04-24 | 13F | USS Investment Management Ltd | 3.495.162 | 760,02 | 2.089.023 | 719,73 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 748 | 15,08 | 447 | 9,58 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 886 | 18,29 | 596 | 25,00 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 34.896 | 4,33 | 21.136 | 0,76 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 25.298 | 1,01 | 15.117 | -3,76 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 35.213 | 4,92 | 21 | 0,00 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 1.139 | 3,26 | 681 | -1,59 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 3.287 | 22,06 | 1.964 | 16,35 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 2.284 | 1.772,13 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 336.069 | 0,99 | 200.816 | -3,77 | ||||
| 2026-05-14 | 13F | Standard Family Office LLC | 128.996 | 1,26 | 77.082 | -3,51 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 86.475 | 31,18 | 51.673 | 24,99 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 502 | 8,19 | 300 | 3,10 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 474 | 70,50 | 283 | 62,64 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 13.477 | 5,97 | 8.053 | 0,95 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 44.095 | 50,44 | 26.349 | 43,34 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 703 | 16,20 | 420 | 10,82 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 2.536 | 4,36 | 1.515 | -0,53 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 1.429 | 30,98 | 854 | 24,71 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 6.645 | 1,56 | 3.971 | -3,24 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 3.246 | 9,40 | 1.940 | 4,25 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 726 | 0,14 | 434 | -4,63 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 10.367 | 6.195 | ||||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 827 | 13,60 | 494 | 8,10 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 1.370 | 1,48 | 819 | -3,31 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 38.573 | 6,93 | 23.049 | 1,89 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 410.162 | 3,19 | 245.092 | -1,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 3.700 | 131,25 | 2.211 | 120,34 | |||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 7.171 | 0,42 | 4.285 | -4,33 | ||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 1.770 | 6,69 | 1.058 | 1,63 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 6.295 | 3,38 | 3.762 | -1,49 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 10.680.171 | 64,38 | 6.381.936 | 56,63 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 17 | 30,77 | 10 | 25,00 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 1.331 | 0,38 | 795 | -4,45 | ||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 396.713 | 39,65 | 237.056 | 33,06 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 18.575 | 6,31 | 11.100 | 1,30 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.175 | 0,17 | 708 | -3,81 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 2.795 | 22,05 | 1.670 | 16,23 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 21 | 13 | ||||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 16.140 | 0,82 | 9.644 | -3,93 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 34.836 | 16,39 | 22.548 | 17,77 | ||||
| 2026-04-08 | 13F | Cardinal Capital Management | 297 | 177 | ||||||
| 2026-04-23 | 13F | West Bancorporation Inc | 17.479 | 3,24 | 10.445 | -1,63 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 786 | 9,93 | 470 | 4,69 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 23.363 | 43,76 | 13.961 | 36,98 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 1.277 | 24,22 | 763 | 18,48 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 2.057 | 1,58 | 1.229 | -3,23 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 3.347 | 2,42 | 2.000 | -2,44 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 68.007 | 40.638 | ||||||
| 2026-05-08 | 13F | Jabodon Pt Co | 430.549 | 33,44 | 257 | 27,23 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 1.133 | 18,39 | 677 | 13,02 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 189.287 | 1,22 | 113.108 | -3,56 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 5.627 | 5,49 | 3.362 | 0,54 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 4.169 | 2.491 | ||||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 809 | 0,12 | 484 | -4,55 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 4.968 | 1,26 | 3 | -33,33 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 4.648 | 9,47 | 2.778 | 4,28 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 602.774 | 360.188 | ||||||
| 2026-05-15 | 13F | Variant Private Wealth, LLC | 416 | 248 | ||||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 756 | 0,13 | 452 | -4,65 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 589 | 1,90 | 0 | |||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 106 | 63,08 | 63 | 57,50 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 234.336 | 13,87 | 140.027 | 8,50 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 3.150 | 0,35 | 1.882 | -4,37 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 942 | 0,75 | 563 | -4,10 | ||||
| 2026-04-29 | 13F | PCB Capital LLC | 356 | 212 | ||||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 176.697 | 5,70 | 105.585 | 0,71 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 2.214 | 96,28 | 1.323 | 87,13 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 8.811 | 6,85 | 5.265 | 1,82 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 441 | 0,92 | 264 | -3,66 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 346.582 | 4,20 | 207.100 | -0,71 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 79.943 | 9,28 | 47.770 | 4,12 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 4.867 | 3.052 | ||||||
| 2026-05-15 | 13F | Nissay Asset Management Corp /japan/ /adv | 353.867 | 49,58 | 211.453 | 42,53 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 364 | 217 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 570.339 | 0,32 | 340.806 | -4,41 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 2.809 | 0,39 | 1.679 | -4,33 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 1.478 | 0,07 | 883 | -4,64 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 408.135 | 31,33 | 243.881 | 25,14 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 202.122 | 2,49 | 120.778 | -2,35 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 95.210 | 2,01 | 56.893 | -2,80 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 1.571 | 0,90 | 939 | -3,89 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 1.021 | 2,20 | 610 | -2,56 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 414.930 | 2,92 | 247.942 | -1,94 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 4.685 | 2.800 | ||||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 9.857 | 22,26 | 5.890 | 16,50 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 9.950 | 3,96 | 5.945 | -0,95 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 197.734 | 22,46 | 118.156 | 16,69 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 174.278 | 21,10 | 104.140 | 15,39 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 858 | 429,63 | 513 | 406,93 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 3.626 | 17,96 | 2.187 | 12,51 | ||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 895 | 535 | ||||||
| 2026-05-08 | 13F | VELA Investment Management, LLC | 433 | 259 | ||||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 379 | 226 | ||||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 7.289 | 4,26 | 4.355 | -0,66 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 595 | 0,85 | 356 | -3,79 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 47.133 | 1,23 | 28.164 | -3,54 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 3.140 | 55,37 | 1.876 | 48,07 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 257.515 | 37,75 | 153.878 | 31,26 | ||||
| 2026-04-17 | 13F | Community Bank of Raymore | 9.667 | 0,06 | 5.777 | -4,66 | ||||
| 2026-04-23 | 13F | Simmons Bank | 380 | 14,46 | 227 | 9,13 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 5.573 | 8,66 | 3.330 | 3,51 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 2.013 | 17,86 | 1.203 | 12,23 | ||||
| 2026-05-15 | 13F | Innovator Capital Management, LLC | 1.542.283 | 921.591 | ||||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 506.947 | 1,25 | 302.926 | -3,52 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 793 | 5,03 | 474 | 0,00 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 526 | 5,20 | 315 | 0,32 | ||||
| 2026-05-15 | 13F | Independent Family Office, LLC | 26.031 | 8,14 | 15.555 | 3,04 | ||||
| 2026-05-06 | 13F | California Public Employees Retirement System | 33.635.939 | 6,49 | 20.099.155 | 1,46 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3.723.036 | 7,53 | 2.224.700 | 2,46 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 29.531 | 4,06 | 17.646 | -0,85 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 414 | 0,24 | 247 | -4,26 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 8.945 | 4,84 | 5.345 | -0,09 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 124.191 | 2,21 | 74.210 | -2,61 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 3.050 | 19,80 | 1.823 | 14,16 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 852 | 535 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 13.645 | 7,51 | 8.154 | 2,44 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 896 | 24,10 | 536 | 18,36 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 1.576 | 2,20 | 942 | -2,59 | ||||
| 2026-05-07 | 13F | New York Life Insurance Co | 482.482 | 29,64 | 288.307 | 23,53 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 1.014 | 606 | ||||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 2.614 | 2,39 | 1.562 | -2,44 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 757 | 146,58 | 452 | 135,42 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 1.655 | 42,06 | 989 | 35,34 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 10.513 | 15,20 | 6.282 | 9,77 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 862 | 0,35 | 515 | -4,99 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 39.486 | 12,80 | 23.595 | 7,48 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 13.858 | 15,02 | 8.281 | 9,60 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 3.628 | 5,80 | 2.168 | 0,79 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 1.012 | 88,10 | 605 | 78,70 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 1.054.464 | 8,39 | 630.095 | 3,28 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 11.940 | 33,96 | 7.622 | 33,75 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 38.283 | 0,89 | 24.778 | 4,12 | ||||
| 2026-02-12 | 13F | Winning Points Advisors, LLC | 1.933 | 1 | ||||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 183.925 | 1,84 | 109.905 | -2,96 | ||||
| 2026-05-14 | 13F | SPWM Advisors LLC | 928 | 66,01 | 630 | 79,71 | ||||
| 2026-06-04 | 13F | Evansbrook LLC | 855 | 511 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 40.067 | 1,75 | 24 | -4,17 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2.221 | 40,48 | 1.328 | 33,77 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 2.980 | 3,15 | 1.781 | -1,71 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 165 | 98 | ||||||
| 2026-05-15 | 13F | Wimmer Associates 1, Llc | 2.515 | 4,27 | 1.503 | -0,66 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 703 | 15,82 | 420 | 10,53 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 474.346 | 3,36 | 283.445 | -1,51 | ||||
| 2026-05-06 | 13F | John G Ullman & Associates Inc | 6.614 | 0,12 | 3.952 | -4,59 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 24.195 | 14,56 | 14.458 | 9,15 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 14.995 | 3,56 | 8.960 | -1,32 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 523 | 9,87 | 312 | 4,70 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 37.617 | 5,62 | 22.478 | 0,64 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 636 | 0,16 | 380 | -4,77 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 31.158 | 15,40 | 18.619 | 9,96 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 31.773 | 0,10 | 18.986 | -4,62 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 5.776 | 3.451 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 18.675 | 2,60 | 11.159 | -2,23 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 37.264 | 22.267 | ||||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 119.367 | 3,87 | 71.328 | -1,03 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 678 | 12,07 | 405 | 6,86 | ||||
| 2026-05-13 | 13F | Provident Investment Management, Inc. | 3.123 | 0,32 | 1.866 | -4,41 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 16.282 | 1,23 | 9.729 | -3,54 | ||||
| 2026-05-15 | 13F | Norinchukin Bank, The | 733.080 | 62,88 | 438.052 | 55,20 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 3.513 | 0,37 | 2.099 | -4,37 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 1.057 | 663 | ||||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 32 | 6,67 | 19 | 5,56 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 22.150 | 3,57 | 13.236 | -1,32 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3.249 | 1.941 | ||||||
| 2026-05-21 | 13F | BankChampaign, National Association | 118 | 71 | ||||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 5.062 | 14,73 | 3.025 | 9,33 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 3.357 | 0,03 | 2.006 | -4,71 | ||||
| 2026-05-06 | 13F | Performa Ltd (US), LLC | 197.430 | 3,90 | 117.974 | -1,00 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 3.447 | 2.060 | ||||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 423 | 0,24 | 253 | -4,55 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 14.206 | 22,10 | 8.489 | 16,34 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 29.460 | 2,66 | 17.604 | -2,18 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 1.645 | 10,77 | 983 | 5,59 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 1.478 | 131,66 | 883 | 120,75 | ||||
| 2026-05-12 | 13F | Callahan Advisors, LLC | 753 | 0,13 | 450 | -4,67 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.082 | 0,37 | 647 | -4,44 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 71.956 | 1,71 | 42.997 | -3,09 | ||||
| 2026-05-01 | 13F | Washburn Capital Management, Inc. | 3.984 | 0,25 | 2.381 | -4,49 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 751 | 177,12 | 449 | 165,09 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 61.028 | 8,44 | 36.467 | 3,33 | ||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 44.374 | 4,14 | 26.516 | -0,77 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 592 | 0,17 | 354 | -4,59 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 1.501 | 0,33 | 897 | -4,48 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | Call | 100 | 0 | |||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1.665.413 | 1,89 | 995.169 | -2,89 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 4.583 | 2,69 | 2.739 | -2,14 | ||||
| 2026-04-10 | 13F | McCollum Christoferson Group LLC | 96.324 | 118,12 | 23.214 | -16,18 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 38.372 | 16,07 | 22.929 | 10,60 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 665 | 0,45 | 391 | -7,58 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4.514 | 2,97 | 2.831 | 5,44 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 930 | 0,22 | 556 | -4,64 | ||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 278.997 | 6,86 | 146.162 | 2,10 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 2.113 | 5,60 | 1.262 | 0,64 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 46.944 | 39,04 | 28.051 | 32,48 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 473 | 2,83 | 283 | -2,08 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 10.659 | 2,96 | 6.369 | -1,89 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 17.626 | 10.616 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 279.303 | 4,90 | 182.636 | 8,22 | ||||
| 2026-03-09 | 13F | EMC Capital Management | 84.254 | 1,06 | 54 | 3,92 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 3.311 | 1.979 | ||||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 665 | 19,39 | 397 | 13,79 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.655.762 | 41,48 | 989.401 | 34,80 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 105.587 | 2,81 | 63.094 | -2,04 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 58.373 | 7,40 | 34.881 | 2,33 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 7.768 | 22,45 | 4.642 | 16,67 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | Put | 100 | 65 | |||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 4.432 | 10,74 | 2.648 | 5,54 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 593 | 372 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 46.544 | 15,12 | 28.034 | 10,56 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 2.769.562 | 0,87 | 1.654.952 | -3,89 | ||||
| 2026-05-13 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 38.466 | 22.985 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 8.125 | 12,38 | 4.855 | 7,08 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 73.602 | 0,99 | 43.981 | -3,77 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 3.396 | 6,26 | 2.029 | 1,25 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | Put | 4.362 | -4,72 | |||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 2.524 | 492,49 | 1.508 | 464,79 | ||||
| 2026-04-16 | 13F | jvl associates llc | 30.960 | 2.652,00 | 18.500 | 2.523,97 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 2.771 | 6,95 | 1.656 | 1,97 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 1.763 | 12,22 | 1.053 | 6,90 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 341 | 0,59 | 203 | -5,58 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 158.002 | 1,61 | 94.414 | -3,18 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 3.330 | 2,30 | 1.990 | -2,50 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 1.060 | 2,61 | 634 | -2,16 | ||||
| 2026-05-12 | 13F | Sumitomo Life Insurance Co | 41.600 | 56,39 | 24.858 | 49,02 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 7.321 | 10,09 | 4.375 | 4,89 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 12.717 | 4,43 | 7.599 | -0,48 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 60.781 | 2,29 | 36.320 | -2,53 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 2.960 | 0,30 | 1.771 | -4,43 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 861.151 | 6,05 | 514.581 | 1,05 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.126.517 | 128,98 | 264.691 | -14,21 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 25.105 | 2,39 | 15.002 | -2,44 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 40.372 | 53,48 | 24.125 | 46,24 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 526 | 0,38 | 314 | -4,27 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 605 | 0,17 | 362 | -4,50 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 7.518 | 37,04 | 4.493 | 30,58 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 3.148 | 19,33 | 1.881 | 13,72 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 8.861 | 0,57 | 5.295 | -4,16 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 1.073 | 1,42 | 641 | -3,32 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 850 | 19,55 | 508 | 13,68 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 33.527 | 9,03 | 20.034 | 3,89 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 1.075 | 642 | ||||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 12.281 | 1,54 | 7.339 | -3,26 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 36.084 | 1,12 | 21.562 | -3,65 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 1.188 | 0,68 | 710 | -4,19 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 4.043 | 9,03 | 2.416 | 3,87 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 6.700 | 7,75 | 4.004 | 2,67 | ||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 11.266 | 3,03 | 6.732 | -1,84 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 60 | 38 | ||||||
| 2026-05-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 68.445 | 40.899 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 13.994 | 0,06 | 8.362 | -4,65 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 11.626 | 8,54 | 6.947 | 3,42 | ||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 193.200 | 14,71 | 115.446 | 9,29 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 727 | 434 | ||||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 1.650 | 2,10 | 995 | -3,21 | ||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 77.117 | 0,86 | 46.081 | -3,89 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1.360 | 234,15 | 813 | 218,43 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 14.344 | 5,83 | 8.571 | 0,84 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 4.342 | 4,12 | 2.523 | -3,56 | ||||
| 2026-05-08 | 13F | Princeton Capital Management Llc | 2.467 | 5,34 | 1.474 | 0,41 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 1.247 | 0,40 | 745 | -4,24 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 35.952 | 1,95 | 21.483 | -2,86 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 3.225 | 0,25 | 1.927 | -6,32 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 4.550 | 1,22 | 2.719 | -3,55 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 1.528 | 9,22 | 913 | 4,10 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 31.332 | 4,72 | 19.649 | 7,24 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 30.518 | 5,01 | 18.236 | -1,89 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 496 | 311 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 370 | 221 | ||||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 3.297 | 33,37 | 1.970 | 27,03 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 2.895 | 0,31 | 1.730 | -4,42 | ||||
| 2026-04-22 | 13F | Motco | 535 | 5,52 | 320 | 0,63 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 1.001 | 0,81 | 598 | -3,86 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 386 | 1,58 | 231 | -3,36 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6.414 | 5,15 | 3.833 | 0,18 | ||||
| 2026-04-16 | 13F | Sky Investment Group LLC | 548 | -4,87 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 484 | 1,68 | 289 | -3,02 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 12.251 | 7.683 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 11.552 | 0,34 | 6.903 | -4,39 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 417 | 0,48 | 249 | -4,62 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 913 | 0,11 | 545 | -4,72 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 3.765 | 16,56 | 2.250 | 11,06 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 413 | 122,04 | 247 | 112,07 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 1.392 | 12,62 | 1 | |||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 1.655 | 989 | ||||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 892 | 22,87 | 533 | 16,92 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 866 | 24,78 | 518 | 18,85 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 50.775 | 12,70 | 30.341 | 7,39 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 34.084 | 3,84 | 20.367 | -1,06 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 23.020 | 6,85 | 13.756 | 1,81 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 1.401 | 1,45 | 837 | -3,35 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 10.756 | 0,02 | 6.427 | -4,69 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 1.336 | 20,58 | 798 | 14,99 | ||||
| 2026-02-17 | 13F | Pine Valley Investments Ltd Liability Co | Put | 114 | ||||||
| 2026-05-14 | 13F | Tableaux Llc | 2.103 | 34,38 | 1.257 | 25,98 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 576 | 344 | ||||||
| 2026-04-17 | 13F | McHugh Group, LLC | 1.257 | 23,60 | 751 | 17,90 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 31.865 | 28,15 | 19.041 | 22,11 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 2.878 | 161,40 | 1.720 | 149,13 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 82.816 | 1,50 | 49.487 | -3,29 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 107 | 4,90 | 64 | 0,00 | ||||
| 2026-04-28 | 13F | Alberta Investment Management Corp | 3.358.186 | 72,08 | 2.006.684 | 63,97 | ||||
| 2026-05-12 | 13F | Borer Denton & Associates, Inc. | 1.128 | 8,67 | 674 | 3,53 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 15.301 | 18,25 | 9.143 | 12,67 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 15.436 | 9.223 | ||||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 1.842 | 0,16 | 1.101 | -4,51 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 397.380 | 5,90 | 237.455 | 0,91 | ||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 405 | 12,19 | 243 | 6,61 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 5.210 | 1,70 | 3.113 | -3,08 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 535 | 41,91 | 319 | 35,17 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 64.918 | 1.619,68 | 38.792 | 1.538,83 | ||||
| 2026-05-05 | 13F | Privium Fund Management (UK) Ltd | 122.940 | 71.669 | ||||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 11.709 | 585.350,00 | 6.997 | 699.500,00 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 40.704 | 1,63 | 24.323 | -3,17 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 10.722 | 1,45 | 6.407 | -3,35 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 14.896 | 0,09 | 8.901 | -4,63 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 73.857 | 1,74 | 44.133 | -3,05 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 654 | 84,23 | 391 | 76,13 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 1.005 | 12,42 | 601 | 6,95 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 4.295 | 24,17 | 2.567 | 18,30 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 1.504 | 10,02 | 899 | 4,78 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 3.587 | 57,74 | 2 | 100,00 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 26.755 | 0,85 | 15.987 | -4,60 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 103.300 | 10,96 | 61.727 | 5,73 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 1.126 | 23,74 | 673 | 17,89 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 719 | 9,44 | 430 | 4,13 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 1.136 | 0,80 | 712 | 5,79 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 2.134 | 9,94 | 1.275 | 4,77 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 69.897 | 21,04 | 41.749 | 15,26 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 60.500 | 5,47 | 36.152 | 0,49 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 875 | 18,56 | 523 | 12,99 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 1.746 | 4,11 | 1.043 | -0,76 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 3.082 | 18,86 | 1.843 | 13,28 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 15.722 | 2,58 | 9.395 | -2,26 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 12.653 | 9,22 | 7.561 | 4,06 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 3.348 | 0,75 | 2.001 | -4,03 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 18.670 | 2,35 | 11.156 | 8,48 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 1.115 | 3,34 | 667 | -1,48 | ||||
| 2026-05-01 | 13F | United Bank | 1.286 | 145,42 | 768 | 134,15 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 72.328 | 152,08 | 43.219 | 140,19 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 636.534 | 1,81 | 380.361 | -2,99 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 1.056 | 9,32 | 631 | 4,30 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 6.574 | 3.928 | ||||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 10.233 | 4,62 | 6.115 | -0,33 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 35.365 | 14,55 | 21.133 | 9,15 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7.364 | 0,50 | 4.620 | 2,94 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 1.187 | 80,67 | 709 | 72,09 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 4.771 | 13,92 | 2.851 | 8,53 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 1.410 | 0,86 | 1 | |||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 1.334 | 19,11 | 797 | 13,53 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 341.293 | 7,85 | 203.940 | 2,77 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 1.457 | 33,92 | 958 | 38,24 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 25.287 | 1,62 | 15.110 | -3,17 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 1.896 | 2,27 | 1.133 | -2,50 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 1.010 | 42,86 | 669 | 49,33 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 115.534 | 0,47 | 69.038 | -4,27 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 22.710 | 105,13 | 13.570 | 95,48 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 2.523 | 0,56 | 1.508 | -4,20 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 21.246 | 16,90 | 12.696 | 11,39 | ||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 9.608.371 | 4,63 | 5.741 | -0,31 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.528 | 59,42 | 2.108 | 51,98 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 16.547 | 0,38 | 9.887 | -4,93 | ||||
| 2026-05-05 | 13F | Strategic Investment Management, Llc | 152.670 | 91.228 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 19.340 | 2,02 | 11.558 | -2,79 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 21.518 | 0,84 | 12.858 | -3,91 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 895 | 6,55 | 1 | |||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 7.272 | 0,21 | 4.345 | -4,53 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 40.317 | 11,87 | 24.092 | 6,60 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 2.611 | 1.560 | ||||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 2.692 | 32,09 | 1.608 | 25,92 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 15.930 | 20,24 | 9.519 | 14,55 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 18.796 | 3,86 | 11.232 | -1,04 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 633 | 3,77 | 378 | -1,05 | ||||
| 2026-05-14 | 13F | Botty Investors LLC | 24.180 | 5,10 | 14.449 | 0,14 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 181.129 | 0,53 | 108.234 | -4,21 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 5.654 | 2,22 | 3.379 | -2,60 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 3.267 | 6,80 | 1.952 | 1,77 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 49 | 29 | ||||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 120.304 | 71.888 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 78 | 36,84 | 49 | 36,11 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 83.846 | 2,71 | 50.102 | -2,13 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 367.224 | 21,40 | 109.292 | -42,39 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 432 | 15,20 | 258 | 9,79 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 7.762 | 11,28 | 4.638 | 6,04 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 3.495 | 72,59 | 2.088 | 64,54 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 642 | 384 | ||||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 27.064 | 8,34 | 16.172 | 3,24 | ||||
| 2026-05-11 | 13F | William Marsh Rice University | 225.914 | 10,52 | 134.995 | 5,30 | ||||
| 2026-05-13 | 13F | Call To Action Foundation | 855.287 | 0,32 | 511.077 | -4,41 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 7.449 | 1,83 | 4.451 | -2,96 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 7.023 | 4,56 | 4.197 | 0,26 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 16.478 | 2,20 | 9.846 | -2,62 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 21.100 | 6,68 | 12.608 | 1,64 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 17.179 | 16,82 | 10.266 | 11,31 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 1.900 | 1.135 | ||||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 1.081 | 52,25 | 646 | 45,17 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 44.427 | 1,14 | 26.547 | -4,65 | ||||
| 2026-04-24 | 13F | Balentine LLC | 36.415 | 0,16 | 21.760 | -4,57 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 589 | 9,48 | 352 | 4,15 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 3.565 | 0,31 | 2.130 | -5,59 | ||||
| 2026-05-14 | 13F | Bakala Capital Management LLC | 5.893 | 0,32 | 3.521 | -4,40 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 201.763 | 0,01 | 120.563 | -4,71 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 7.402 | 50,39 | 4.423 | 43,28 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 9.566 | 8,94 | 5.716 | 3,81 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 2.137 | 23,10 | 1.277 | 17,37 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.050 | 16,67 | 628 | 11,17 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 18.688 | 35,68 | 11.167 | 29,28 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 26.561 | 2,19 | 15.872 | -2,64 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 38.952 | 1,21 | 23.276 | -3,57 | ||||
| 2026-04-29 | 13F | LTS Liquid Investments LLC | 46.735 | 1,37 | 27.926 | -3,41 | ||||
| 2026-05-06 | 13F | Pavion Blue Capital, LLC | 1.771 | 22,90 | 1.058 | 17,17 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 2.888 | 4,64 | 1.726 | -0,29 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 944.624 | 1,98 | 564.460 | -2,83 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 27.404 | 1,07 | 16.375 | -3,69 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 16.082 | 1,53 | 9.610 | -3,26 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 5.011 | 17,55 | 3.269 | 23,22 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 7.606 | 86,42 | 4.545 | 77,68 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5.334 | 29,00 | 3.475 | 32,13 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4.991 | 6,49 | 2.982 | 1,43 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 9.408 | 5.622 | ||||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 12.371 | 4,96 | 7.392 | 0,01 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 255.244 | 11,97 | 152.521 | 6,69 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 352 | 221 | ||||||
| 2026-05-11 | 13F | Condor Capital Management | 232.695 | 1,92 | 139.047 | -2,89 | ||||
| 2026-05-08 | 13F | Price Financial Group Wealth Management, Inc | 357 | 0,28 | 233 | 4,50 | ||||
| 2026-05-13 | 13F | FJ Investments, LLC | 2.117.354 | 0,32 | 1.265.225 | -4,41 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 84.557 | 1,90 | 50.527 | -2,90 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 3.212 | 2,07 | 1.919 | -2,74 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 12.915 | 18,98 | 7.717 | 13,37 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 5.213 | 4,14 | 3.538 | 12,71 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 255.244 | 11,97 | 152.521 | 6,69 | ||||
| 2026-05-15 | 13F | Cutler Capital Management, LLC | 3.177 | 19,66 | 1.898 | 14,06 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 4.553 | 2.721 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 27.256.597 | 133,19 | 15.834.177 | 116,01 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 16.439 | 13,98 | 9.823 | 8,60 | ||||
| 2026-04-06 | 13F | Karras Company, Inc. | 414 | 27,38 | 248 | 21,08 | ||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 6.182 | 14,74 | 3.694 | 9,33 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 356 | 5,95 | 225 | 6,67 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 819 | 2,50 | 489 | -2,40 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 9.349 | 8,75 | 5.587 | 3,62 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 7.102 | 7,62 | 4.244 | 2,54 | ||||
| 2026-04-30 | 13F | Rockline Wealth Management, LLC | 690 | 83,02 | 412 | 74,58 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 15.469 | 5,76 | 9.243 | 0,77 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 22.525 | 3,70 | 13.460 | -1,19 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1.772.161 | 13,97 | 1.111.375 | 39,08 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 619 | 1,64 | 370 | -3,15 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 8.116 | 17,74 | 5.131 | 18,72 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 29.690 | 6,45 | 17.741 | 1,42 | ||||
| 2026-05-06 | 13F | Eq Llc | 41.899 | 0,76 | 25.037 | -3,99 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 37.483 | 0,51 | 22.398 | -4,23 | ||||
| 2026-04-14 | 13F | Lawood & Co | 7.276 | 246,31 | 4.348 | 230,07 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 822 | 42,71 | 491 | 36,01 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 22.028 | 3,03 | 13.163 | -1,83 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 451 | 269 | ||||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 2.700 | 22,67 | 1.693 | 25,69 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 326.411 | 5,00 | 195.047 | 0,05 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 565 | 0,36 | 337 | -4,26 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 2.513 | 3,16 | 1.502 | -1,70 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 3.750 | 3,36 | 2.241 | -1,49 | ||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 1.014 | 5,41 | 606 | 0,33 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 3.692 | 0,44 | 2.206 | -4,30 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 576 | 1,23 | 344 | -3,65 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 36.090 | 1,02 | 21.565 | -3,75 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 2.274 | 1,65 | 1.359 | -3,14 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 244.107 | 4,72 | 145.866 | -0,22 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 2.179 | 184,46 | 1.302 | 171,25 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 130.110 | 2,26 | 77.747 | -2,56 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 786 | 51,74 | 470 | 44,75 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 805 | 26,37 | 481 | 20,55 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 660 | 394 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 523.144 | 2,76 | 315.090 | -1,50 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 422.673 | 0,22 | 252.568 | -4,50 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 1.392 | 832 | ||||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 1.912 | 2,80 | 1.143 | -2,06 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 178.783 | 106.832 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 179.503 | 622,75 | 107.263 | 588,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 608.100 | 51,01 | 363.370 | 43,88 | |||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 504 | 4,13 | 301 | -0,66 | ||||
| 2026-05-14 | 13F | Main Management LLC | 1.401 | 32,29 | 1 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 5.686 | 65,15 | 3.398 | 57,41 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 3.022 | 1.806 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 73.104 | 28,21 | 43.683 | 22,16 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 34.985 | 0,91 | 21 | -4,76 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 2.948 | 0,31 | 1.762 | -4,45 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 18.465 | 2,14 | 11.580 | 4,52 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 1.390 | 18,10 | 830 | 12,47 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 11.339 | 2,57 | 6.776 | -2,26 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 3.871 | 0,13 | 2.313 | -4,58 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7.775 | 0,71 | 4.645 | -4,05 | ||||
| 2026-05-07 | 13F | MWA Asset Management | 214 | 634 | ||||||
| 2026-05-13 | 13F | Afbi Lp | 219.490 | 131.156 | ||||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 468 | 1,74 | 279 | -3,12 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 1.787 | 13,60 | 1.068 | 8,22 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 201.197 | 24,76 | 120.225 | 18,87 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 63.825 | 19,69 | 38.139 | 14,04 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 14.588 | 7,92 | 8.717 | 2,84 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 99.289 | 2,91 | 59.330 | -1,95 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 17.719 | 2,60 | 10.588 | -2,23 | ||||
| 2026-05-13 | 13F | Invst, LLC | 3.177 | 2,29 | 1.898 | -2,52 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 17.533 | 5,29 | 10.477 | 0,32 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 53.420 | 48,62 | 31.921 | 41,62 | ||||
| 2026-05-12 | 13F/A | Bellecapital International Ltd. | 372 | 222 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 1.824 | 0,33 | 1.090 | -4,39 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 5.869 | 1,57 | 3.507 | -3,20 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 401 | 3,08 | 240 | -1,65 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 60.245 | 5,75 | 35.999 | 0,76 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Call | 1.350.300 | 988,07 | 25.568 | 492,65 | |||
| 2026-04-20 | 13F | Auour Investments LLC | 5.601 | 1,93 | 3.347 | -2,87 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 11.974 | 7.155 | ||||||
| 2026-05-01 | 13F | Clarity Financial LLC | 755 | 47,46 | 451 | 40,50 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 3.597 | 19,86 | 2.149 | 14,19 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1.887 | 0,37 | 1.128 | -4,41 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 211.169 | 995,79 | 126.184 | 944,14 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 4.291 | 15,54 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 4.108 | 55,78 | 2.455 | 48,52 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 76.206 | 1,38 | 45.537 | -3,40 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 5.462 | 6,72 | 3.264 | 1,68 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 39.068.508 | 3,01 | 24.501.033 | 5,49 | ||||
| 2026-04-24 | 13F | North Point Portfolio Managers Corp/oh | 7.225 | 493,19 | 4.317 | 465,79 | ||||
| 2026-05-11 | 13F | Makena Capital Management Llc | 442.737 | 10,15 | 264.557 | 4,96 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 3.203 | 29,94 | 1.914 | 23,88 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 1.147 | 233,43 | 685 | 218,60 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 121.370 | 2.061,53 | 72.525 | 1.959,78 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 3.873 | 7,37 | 2.314 | 2,34 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 12.877 | 0,48 | 7.695 | -4,26 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 12.339 | 1,34 | 7.373 | -3,44 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 46.294 | 6,18 | 26.296 | 6,18 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 6.217 | 4,21 | 3.715 | -0,72 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 107.215 | 11,97 | 64.066 | 6,69 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 19.455 | 6,26 | 11.625 | 1,25 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 568 | 1,07 | 339 | -3,69 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 16 | 10 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26.894 | 1,85 | 16.071 | -2,95 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 68.735 | 41.073 | ||||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 24.244 | 110,87 | 14 | 100,00 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 1.043 | 27,20 | 623 | 21,21 | ||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 1.956 | 54,99 | 1 | |||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 818 | 513 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 8.010 | 89,05 | 4.786 | 80,13 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Put | 889.100 | 972,50 | 10.409 | 3.268,28 | |||
| 2026-04-29 | 13F | Cvfg Llc | 3.236 | 469,72 | 1.934 | 442,98 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 4.266 | 0,52 | 2.549 | -4,25 | ||||
| 2026-04-30 | 13F | Kornitzer Capital Management Inc /ks | 6.769 | 2,28 | 4.045 | -2,55 | ||||
| 2026-05-06 | 13F | Kitching Partners, Llc | 11.959 | 0,09 | 7.146 | -4,64 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 15.262 | 2,94 | 9.120 | -1,91 | ||||
| 2026-05-15 | 13F | Wealth Analytics Partners, LLC | 352 | 0,28 | 210 | -4,55 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 68.976 | 4,78 | 41.217 | -0,16 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 3.209 | 0,34 | 1.917 | -4,39 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 762 | 95,38 | 456 | 86,48 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 6.723 | 2,74 | 4.017 | -2,10 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 5.139 | 127,69 | 3 | 200,00 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 6.663 | 3,30 | 3.982 | -1,58 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 3.566 | 25,65 | 2.131 | 19,79 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 54.997 | 5,91 | 32.863 | 0,92 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 2.099 | 1,35 | 1.254 | -3,39 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 38.884 | 4,80 | 23.235 | -0,14 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 2.496 | 17,07 | 1.491 | 11,52 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 444.151 | 15,96 | 267.512 | 11,37 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 728 | 2,68 | 435 | -2,03 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 223.899 | 2,26 | 133.791 | -2,57 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 5.719 | 2,03 | 3.418 | -2,76 | ||||
| 2026-04-15 | 13F | Cacti Asset Management Llc | 1.970 | 14,53 | 1.177 | 8,18 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 1.953 | 0,10 | 1.167 | -4,58 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 3.628 | 7,94 | 2.168 | 2,85 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 289.629 | 0,04 | 173 | -4,42 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 2.655 | 0,30 | 1.587 | -4,40 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 19.888 | 13,37 | 12.473 | 16,11 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 13.319 | 2,13 | 7.959 | -2,69 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 484 | 7,08 | 289 | 2,12 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 5.291 | 0,09 | 3.162 | -4,65 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 52.656 | 28,27 | 31.464 | 22,21 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 495.364 | 5,49 | 296.005 | 0,52 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 10.102 | 2,01 | 6.037 | -2,80 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 683 | 8,41 | 408 | 3,29 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 35.047 | 13,37 | 20.942 | 8,02 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 1.359 | 812 | ||||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 22.843 | 0,62 | 13.650 | -4,13 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 1.591 | 0,13 | 951 | -4,62 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 104.431 | 1,30 | 62.403 | -3,48 | ||||
| 2026-04-24 | 13F | CFC Planning Co LLC | 7.983 | 17,74 | 4.771 | 12,21 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 196.976 | 1,60 | 117.703 | -3,19 | ||||
| 2026-05-13 | 13F | Pfc Capital Group, Inc. | 11.792 | 5,67 | 7 | 16,67 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 393 | 0,26 | 235 | -4,08 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 66.071 | 69,43 | 39.481 | 61,45 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 3.843 | 4,69 | 2.296 | -1,96 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 748 | 447 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 6.675 | 3,25 | 3.989 | -1,60 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 10.605 | 3,89 | 6.337 | -1,00 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 17.715 | 5,18 | 10.586 | 0,22 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 3.151 | 8,96 | 1.883 | 3,86 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 8.616 | 0,61 | 5.148 | -4,13 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 123.268 | 1,83 | 73.659 | -2,98 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 29.848 | 1,75 | 17.977 | -2,28 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 16.702 | 71,14 | 9.980 | 63,07 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 752 | 3,87 | 449 | -1,10 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 62.595 | 5,09 | 37.404 | 0,13 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 208.079 | 2,20 | 124.337 | -2,62 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 1.116 | 60,34 | 667 | 52,75 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 8.150 | 2,96 | 4.870 | -1,89 | ||||
| 2026-04-07 | 13F | Armstrong Henry H Associates Inc | 339 | 0,89 | 203 | -3,81 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 2.078 | 81,33 | 1.241 | 72,84 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 14.596 | 5,33 | 8.722 | 0,37 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Put | 9.400 | 3,30 | 5.617 | -1,58 | |||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 598 | 375 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 27.061 | 17,46 | 16.171 | 11,92 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 3.628 | 12,39 | 2.168 | 7,07 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 9.400 | 3,30 | 5.617 | -1,58 | |||
| 2026-04-30 | 13F | Indivisible Partners | 20.308 | 64,54 | 12.135 | 56,78 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 8.609 | 4,44 | 5.144 | -0,48 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 789 | 11,91 | 0 | |||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 35.348 | 0,10 | 21.122 | -4,62 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 47.219 | 0,07 | 28.216 | -4,65 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 7.169 | 3,60 | 4.284 | -1,29 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 36.953 | 7,70 | 22.081 | 2,62 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 1.671 | 5,23 | 999 | 0,30 | ||||
| 2026-05-13 | 13F | Nwm Advisors, Llc | 54.567 | 7,29 | 32.607 | 2,23 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 24.104 | 0,97 | 15.116 | 3,40 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 1.202 | 8,29 | 718 | 3,16 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 55.038 | 117,56 | 32.888 | 107,29 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 823 | 36,71 | 492 | 30,24 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 2.878 | 1,55 | 1.720 | -3,26 | ||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 7.347 | 4.390 | ||||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 1.928 | 0,47 | 1.152 | -4,32 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 6.677 | 9,37 | 3.990 | 4,23 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 2.505 | 83,38 | 1.497 | 74,77 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 27.094 | -6,44 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 13.438 | 3,12 | 8.030 | 0,63 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 13.618 | 1,63 | 8.137 | -3,17 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 5.008 | 12,24 | 2.993 | 6,93 | ||||
| 2026-04-17 | 13F | FFG Partners, LLC | 1.995 | 1.192 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 139.259 | 7,89 | 83.214 | 2,80 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 5.477 | 36,62 | 3.273 | 30,20 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 541 | 2,46 | 323 | -2,42 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 516.261 | 1,27 | 308.492 | -3,51 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 18.812 | 0,95 | 11.241 | -3,82 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 6.558 | 23,39 | 3.919 | 17,55 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 86.739 | 6,96 | 51.831 | 1,92 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 99.667 | 3,21 | 59.556 | -1,66 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 319 | 258,43 | 191 | 245,45 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 1.602 | 3,62 | 957 | -1,24 | ||||
| 2026-04-28 | 13F | Dean, Jacobson Financial Services, LLC | 336 | 4,35 | 201 | -0,50 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 9.832 | 60,39 | 5.875 | 52,84 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 9.255 | 18,76 | 5.784 | 16,28 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 561 | 22,22 | 335 | 16,72 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 6.934 | 3,28 | 4.143 | -1,59 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1.353 | 17,14 | 809 | 11,60 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 963 | 85,19 | 576 | 76,38 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 47.425 | 0,73 | 28.339 | -4,02 | ||||
| 2026-05-15 | 13F | Wallace Capital Management Inc. | 1.461 | 2,81 | 873 | -2,02 | ||||
| 2026-05-05 | 13F | UBS Group AG | Call | 10.011 | 100,26 | 5.982 | 90,81 | |||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 686.523 | 20,20 | 410.231 | 14,53 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.680.514 | 16,12 | 2.796.841 | 10,64 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 7.041 | 29,41 | 4.599 | 34,79 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 1.310 | 0,08 | 783 | -4,63 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 16.776 | 4,89 | 10.024 | -0,06 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 22.794 | 6,73 | 13.621 | 1,69 | ||||
| 2026-05-04 | 13F | Innealta Capital, Llc | 360 | 215 | ||||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4.247 | 1,92 | 2.653 | -0,49 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 27.724 | 6,42 | 16.566 | 1,40 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 15.361 | 5,93 | 9.179 | 0,92 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 541.356 | 0,65 | 339.501 | 3,07 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 22.242 | 0,84 | 13.291 | -1,60 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 53.718 | 0,88 | 32.099 | -3,88 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 1.700 | 17,73 | 1.016 | 12,15 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 5.780 | 0,82 | 3.454 | -3,95 | ||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 3.035 | 4,26 | 1.814 | -0,66 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 22.713 | 8,08 | 13.572 | 2,97 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 1.572 | 0,13 | 939 | -4,57 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 6.337 | 0,19 | 3.796 | -4,31 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 11.166 | 0,77 | 6.672 | -3,97 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 709.232 | 423.801 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 14.802 | 1,94 | 9.524 | 4,60 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 8.886 | 0,30 | 5.310 | -4,43 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 8.549 | 5.108 | ||||||
| 2026-05-13 | 13F | Marex Group plc | 125.442 | 56,12 | 74.958 | 48,75 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 3.793 | 6,16 | 2.267 | 1,16 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 2.574 | 14,60 | 1.538 | 9,16 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 3.750 | 16,68 | 2.241 | 11,22 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5.126 | 88,11 | 3.063 | 79,33 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2.388 | 4,33 | 1.427 | -0,63 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 4.460 | 53,90 | 2.665 | 46,67 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 9.146 | 1,51 | 5.465 | -3,29 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 1.110 | 57,22 | 663 | 50,00 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 247 | 148 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 40.474 | 0,80 | 24.185 | -3,95 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 6.129 | 2,97 | 3.662 | -1,88 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 72 | 43 | ||||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 4.990 | 1,38 | 2.982 | -3,40 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 3.751 | 17,77 | 2.149 | 9,59 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 1.079 | 53,27 | 645 | 46,03 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 25.488 | 6,19 | 15.985 | 8,44 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 4.967 | 0,06 | 3.203 | 1,30 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 3.269 | 27,55 | 1.954 | 21,53 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 1.295 | 607,65 | 774 | 578,07 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 24.290 | 2,52 | 14.515 | -2,32 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 136 | 17,24 | 81 | 11,11 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 999 | 5,27 | 597 | 0,34 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 15.101 | 5,96 | 9.023 | 0,96 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 743 | 13,44 | 444 | 8,05 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 13.506 | 1,39 | 8.470 | 3,84 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 2.696 | 65,60 | 1.611 | 57,94 | ||||
| 2026-05-11 | 13F | Commerce Bank | 185.617 | 63,97 | 110.915 | 56,24 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 33.731 | 26,19 | 20.156 | 20,24 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 767 | 100,26 | 459 | 91,25 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 106.989 | 8,55 | 63.931 | 3,43 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 1.146 | 7,71 | 685 | 2,70 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 5.036 | 6,31 | 3.010 | 1,31 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 7.980 | 161,47 | 4.768 | 149,11 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 28.902 | 6,02 | 17.270 | 1,02 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 1.254 | 38,72 | 749 | 32,16 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 1.136 | 0,18 | 679 | -4,50 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 507.917 | 13,93 | 303.506 | 8,55 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 780 | 466 | ||||||
| 2026-05-11 | 13F | CLARET ASSET MANAGEMENT Corp | 872 | 0,23 | 1 | |||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 6.473 | 0,17 | 3.868 | -4,57 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 250.781 | 1,79 | 149.854 | -3,01 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 11.423 | 121,76 | 6.826 | 111,33 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 4.659 | 34,77 | 2.784 | 28,43 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 2.207 | 1.319 | ||||||
| 2026-04-30 | 13F | Meadow Creek Wealth Advisors Llc | 713 | 426 | ||||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 3.150 | 1,55 | 1.883 | -3,24 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 945 | 0,21 | 565 | -4,57 | ||||
| 2026-05-14 | 13F | Menora Mivtachim Holdings Ltd. | 11.487 | 27,82 | 6.864 | 21,79 | ||||
| 2026-04-10 | 13F | Novem Group | 4.822 | 8,85 | 2.882 | 3,75 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 4.028 | 8,95 | 2.407 | 3,84 | ||||
| 2026-05-12 | 13F | Ames National Corp | 1.148 | 7,29 | 685 | 2,09 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 8.421 | 10,11 | 5.281 | 12,77 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 57.405 | 5,52 | 34.302 | 0,54 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 374 | 1,36 | 224 | -3,46 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 12.425 | 46,43 | 7.425 | 39,52 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 1.822 | 3,70 | 1.089 | -1,27 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 2.994 | 4,03 | 1.790 | -0,89 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 6.548 | 0,03 | 3.912 | -4,68 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 3.425 | 0,32 | 2.047 | -4,39 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.727 | 1,23 | 1.032 | -3,55 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 80.142 | 13,86 | 47.889 | 8,49 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 120.886 | 12,55 | 72.236 | 7,24 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 2.441 | 3,13 | 1.458 | -1,75 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 542 | 337 | ||||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 85.121 | 1,38 | 50.864 | -3,40 | ||||
| 2026-04-21 | 13F | Sandro Wealth Management LLC | 2.827 | 23,61 | 1.689 | 17,78 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 13.890 | 3,10 | 8.300 | -1,76 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 1.432 | 0,14 | 856 | -4,58 | ||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 1.376 | 822 | ||||||
| 2026-04-09 | 13F | Cullen Investment Group, Ltd. | 2.330 | 8,27 | 1.392 | 1,38 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 1.816 | 0,06 | 1.085 | -4,66 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 4.405 | 1,59 | 2.628 | -3,21 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 11.574 | 3,75 | 7.010 | 0,00 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 444 | 7,51 | 265 | 2,71 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 32.764 | 9,98 | 19.578 | 4,80 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 22.213 | 97.929 | 9,89 | |||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 18.195 | 14,32 | 11.944 | 19,71 | ||||
| 2026-05-05 | 13F | Shaker Investments Llc/oh | 1.690 | 1,14 | 1.010 | -3,63 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 1.438 | 16,82 | 859 | 11,27 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 115.757 | 4,96 | 69.171 | 0,00 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 599 | 8,51 | 406 | 14,73 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 732 | 2,95 | 437 | -1,80 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 5.761 | 0,12 | 3.443 | -4,60 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 13.325 | 5,87 | 7.962 | 0,87 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 3.860 | 11,14 | 2.306 | 5,88 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 49.791 | 1,68 | 29.753 | -3,12 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 10.718 | 175,31 | 6.405 | 162,35 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 12.367 | 0,95 | 7.390 | -3,81 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 1.274 | 42,83 | 761 | 36,14 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 14.062 | 10,07 | 8.403 | 4,87 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 48.650 | 2,37 | 29.071 | -2,46 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 384 | 0,79 | 230 | -3,78 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 28.283 | 2,41 | 16.901 | -2,42 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 68.200 | 11,64 | 40.753 | 6,37 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 14.481 | 24,97 | 8.653 | 19,07 | ||||
| 2026-05-14 | 13F | Trivant Custom Portfolio Group, LLC | 1.607 | 62,00 | 960 | 54,34 | ||||
| 2026-05-06 | 13F | Revere Asset Management, Inc | 9.848 | 0,52 | 5.885 | -4,22 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 793 | 474 | ||||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 20.259 | 19,23 | 12.106 | 13,60 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 91.816 | 1,24 | 54.865 | -3,53 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 1.829 | 1,33 | 1.093 | -3,53 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 391 | 9,22 | 234 | 4,02 | ||||
| 2026-05-13 | 13F | Alamar Capital Management, LLC | 38.539 | 2,11 | 23.029 | -2,70 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 1.148 | 686 | ||||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 178.094 | 2,14 | 106.420 | -2,68 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 1.908 | 2,69 | 1.140 | -2,15 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 360 | 226 | ||||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 36.974 | 1,10 | 22.094 | -3,67 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 5.820 | 5,97 | 3.476 | 0,90 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 3.358 | 1,57 | 2.006 | -3,23 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 30.514 | 8,52 | 18.234 | 3,40 | ||||
| 2026-05-14 | 13F | American Family Investments, Inc. | 206.921 | 10,22 | 123.646 | 5,02 | ||||
| 2026-04-30 | 13F | Pearl Planning LLC | 42.723 | 4,57 | 25.529 | -0,36 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 2.813 | 38,16 | 1.681 | 31,64 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 777 | 0,52 | 464 | -4,13 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 3.274 | 25,97 | 1.956 | 20,07 | ||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 4.785 | 660,73 | 2.859 | 625,63 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 90.015 | 83,60 | 53.953 | 75,47 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 2.372 | 6,75 | 1.417 | 1,72 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 64 | 1,59 | 38 | -5,13 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 809.879 | 17,36 | 483.943 | 11,02 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 40.730 | 2,12 | 24.338 | -2,70 | ||||
| 2026-05-14 | 13F | Broadleaf Partners, LLC | 2.325 | 2,60 | 1.389 | -2,25 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 4.879 | 3.060 | ||||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 3.225 | 1,35 | 1.927 | -3,46 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 734 | 15,59 | 439 | 10,05 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 1.150 | 16,16 | 687 | 10,81 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 4.403 | 2,99 | 2.631 | -1,83 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 8.490 | 1,69 | 5.073 | -3,09 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3.673 | 0,19 | 2.195 | -4,57 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 62.477 | 5,24 | 37.333 | -0,57 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 958.001 | 9,15 | 572.453 | 4,00 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 978 | 23,17 | 584 | 17,51 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 2.969 | 7,34 | 1.774 | 2,31 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 640 | 382 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 10.025 | 13,75 | 5.990 | 8,40 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 455 | 272 | ||||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 810 | 4,25 | 484 | -0,82 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 917 | 248,67 | 548 | 231,52 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 1.469 | 0,48 | 878 | -4,26 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 20.063 | 11.988 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 6.962 | 5,40 | 4.160 | 0,46 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 288.044 | 1,05 | 172.121 | -3,72 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 18.815 | 3,93 | 11.243 | -0,97 | ||||
| 2026-05-12 | 13F/A | Lepercq De Neuflize Asset Management LLC | 76.188 | 0,26 | 45.526 | -4,47 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 4.916 | 18,95 | 2.938 | 13,35 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 3.528 | 12,39 | 2.108 | 7,11 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 14.107 | 37,94 | 8.429 | 31,44 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 3.849 | 6,41 | 2.300 | 1,37 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 84.978 | 5,10 | 50.779 | 0,15 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 435 | 31,42 | 260 | 25,12 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 19.229 | 0,38 | 11.490 | -4,36 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 59.787 | 33,00 | 34.732 | 22,30 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 90 | 80,00 | 54 | 70,97 | ||||
| 2026-05-11 | 13F | Eddie Patel Inc | 2.279 | 1.362 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 3.986 | 0,13 | 2.382 | -4,61 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 6.680 | 5,85 | 3.992 | 0,86 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 92.328 | 15,82 | 55.171 | 10,36 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 262 | 1,16 | 156 | -3,70 | ||||
| 2026-04-13 | 13F | Stolper Co | 31.089 | 6.528,78 | 3 | |||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 15.519 | 4,49 | 9.273 | -0,43 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 1.507.387 | 5,44 | 900.739 | 0,47 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 13.008 | 7,11 | 8.553 | 12,29 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 43.965 | 1,07 | 26.645 | -2,82 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 4.785 | 62,92 | 2.393 | 68,05 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 45.552 | 1,26 | 27.220 | -3,52 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 11.866 | 4,44 | 7.091 | -0,49 | ||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 1.063 | 635 | ||||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 12.601 | 11,23 | 7.530 | 5,98 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 19.061 | 13,73 | 11.390 | 8,36 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14.516 | 3,90 | 9.589 | 7,81 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 1.394.763 | 4,14 | 833.441 | -0,77 | ||||
| 2026-04-17 | 13F | Greenbush Financial Group, LLC | 69.039 | 0,63 | 41.254 | -4,12 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 77.408 | 0,46 | 46.255 | -4,28 | ||||
| 2026-05-14 | 13F | Ahara Advisors LLC | 483 | 6,39 | 289 | 1,41 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 29.836 | 18 | ||||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 8.785 | 5.249 | ||||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 565 | 3,29 | 338 | -1,46 | ||||
| 2026-05-13 | 13F | Benchmark Investment Advisors LLC | 2.468 | 0,90 | 1.475 | -1,60 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 121.034 | 1,12 | 75.598 | 0,71 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 11.754 | 1,49 | 7.024 | -3,30 | ||||
| 2026-01-29 | 13F | Comerica Bank | 159.051 | 0,67 | 99.746 | 3,09 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 2.299 | 0,13 | 1.374 | -4,65 | ||||
| 2026-05-05 | 13F | Burkett Asset Management Ltd | 14.174 | 6,41 | 8.470 | 1,39 | ||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 2.027 | 1.211 | ||||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 24.579 | 1,80 | 14.687 | -3,01 | ||||
| 2026-05-04 | 13F | King Wealth | 2.615 | 0,65 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 499 | 7,78 | 298 | 2,76 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 81.788 | 27,69 | 53.390 | 32,92 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 3.309 | 354,53 | 1.977 | 333,55 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 1.771 | 123,33 | 1.058 | 112,88 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 18.332 | 9,48 | 10.955 | 4,32 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 75.632 | 20,49 | 45.194 | 14,81 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 40.157 | 6,96 | 23.996 | 1,92 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 626 | 2,62 | 374 | -2,61 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 1.120 | 669 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 27.441.061 | 1,31 | 16.397.406 | -3,47 | ||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 974 | 7,15 | 582 | 2,11 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 868 | 0,35 | 554 | 2,03 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 207.880 | 45,70 | 124.223 | 38,84 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 24.339 | 1,51 | 14.544 | -3,29 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 10.140 | 11,39 | 6.059 | 6,15 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 3.230 | 8,14 | 2.247 | 19,72 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 10.185 | 5,82 | 6.086 | 0,83 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 485.913 | 37,37 | 290.357 | 30,89 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 34.300 | 2,17 | 20.496 | -2,65 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 4.360 | 1,18 | 2.605 | -3,59 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 580 | 6,03 | 347 | 0,87 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 11.958 | 10,28 | 7.146 | 5,09 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 1.519 | 0,60 | 908 | -4,12 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 3.944 | 39,36 | 2.357 | 32,81 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 25.935 | 2,55 | 15.497 | -2,28 | ||||
| 2026-04-17 | 13F | Hamilton Capital Partners, Llc | 492 | 294 | ||||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 2.034 | 0,69 | 1.215 | -4,03 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 1.217.426 | 16,14 | 707.239 | 6,81 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 7 | 4 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 16.507 | 0,76 | 9.864 | -4,00 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 1.142 | 0,26 | 682 | -4,48 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 3.354 | 5,14 | 1.948 | -2,60 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 6.963 | 4,69 | 4.161 | -0,24 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 17.337 | 0,17 | 10.360 | -4,55 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 975 | 0 | ||||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 150.934 | 0,62 | 90.191 | -4,12 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 1.473 | 9,03 | 880 | 3,90 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 57.921 | 10,03 | 34.611 | 4,84 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 25.367 | 5,09 | 15.158 | 0,13 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 44.528 | 26.608 | ||||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 7.641 | 2,69 | 4.566 | -2,16 | ||||
| 2026-05-05 | 13F | Smart Money Group LLC | 3.290 | 23,64 | 1.966 | 17,81 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 10.271 | 4,38 | 6.138 | -0,53 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 921 | 15,70 | 550 | 10,44 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 349 | 9,40 | 0 | |||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 1.803 | 0,22 | 1.077 | -4,52 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 17.085 | 412,45 | 10.210 | 388,47 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 25.492 | 20,68 | 15.233 | 14,99 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 13.446 | 5,42 | 8.035 | 0,45 | ||||
| 2026-05-15 | 13F | Bridgewater Associates, LP | 158.628 | 334,48 | 94.788 | 313,99 | ||||
| 2026-05-15 | 13F | Massar Capital Management, LP | 3.091 | 1.847 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 71.295 | 1,01 | 42.602 | -3,75 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 389.384 | 7,23 | 232.676 | 2,17 | ||||
| 2026-05-07 | 13F | Sentry Investment Management Llc | 243.898 | 31.949,67 | 146 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 53.949 | 11,86 | 32.237 | 6,59 | ||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 4.902 | 0,22 | 2.929 | -4,50 | ||||
| 2026-04-15 | 13F | City Holding Co | 744 | 4,20 | 445 | -0,67 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 63.771 | 5,24 | 38.107 | 0,28 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 25.751 | 11,84 | 15.388 | 6,57 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 1.197 | 32,71 | 715 | 26,55 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1.856 | 1.109 | ||||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 31.239 | 9,45 | 18.667 | 4,28 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 46.839 | 0,43 | 27.989 | -4,30 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 16.707 | 0,52 | 9.983 | -4,22 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 3.601 | 2.152 | ||||||
| 2026-04-21 | 13F | Chiron Capital Management, Llc | 1.549 | 6,10 | 925 | 3,58 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 79.356 | 47.419 | ||||||
| 2026-04-16 | 13F | Diversified Trust Co | 908.858 | 2,40 | 543.088 | -2,43 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 918 | 0,33 | 549 | -4,53 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 2.926 | 173,20 | 1.749 | 160,51 | ||||
| 2026-04-30 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 404 | 8,60 | 242 | 3,43 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 3.633 | 42,98 | 2.171 | 36,28 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 730 | 2,53 | 436 | -2,47 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 1.221 | 1,50 | 730 | -3,32 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 9.233 | 3,34 | 5.517 | -1,53 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 63.183 | 5,07 | 37.755 | -1,32 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 233.070 | 179,66 | 139.271 | 166,47 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 4.463 | 0,13 | 2.667 | -4,62 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 19.605 | 2,89 | 11.715 | -1,96 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 285.132 | 9,18 | 170.385 | 4,03 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 2.468 | 5,16 | 1.475 | 0,20 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 3.182 | 1.902 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 1.209 | 4,31 | 722 | -0,55 | ||||
| 2026-05-01 | 13F | Glass Wealth Management Co LLC | 594 | 355 | ||||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 2.053 | 1,63 | 1.227 | -3,16 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 1.555 | 1,24 | 929 | -3,53 | ||||
| 2026-04-15 | 13F | Professional Advisory Services Inc | 2.928 | 0,83 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Clifford Group, LLC | 67.213 | 3,71 | 40.163 | -1,19 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 13.350 | 4,82 | 7.977 | -0,13 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1.368 | 16,92 | 817 | 11,46 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 5.281 | 87,60 | 3.156 | 78,75 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 4.123 | 11,76 | 2.464 | 6,49 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 1.978 | 1.182 | ||||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 145.769 | 3,99 | 87.104 | -0,91 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 106 | 63 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 25.050 | 28,32 | 14.969 | 20,54 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 32.689 | 2,81 | 19.533 | -2,04 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 2.072 | 11,70 | 1.238 | 6,45 | ||||
| 2026-04-08 | 13F | Tlwm | 3.211 | 11,15 | 1.919 | 5,85 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 413 | 247 | ||||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 144.500 | 0,78 | 86.346 | -3,97 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2.118.183 | 40,64 | 1.265.720 | 34,01 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 102.303 | 4,90 | 61.132 | -0,05 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 36.100 | 193,50 | 21.572 | 179,67 | |||
| 2026-04-24 | 13F | EJMK Ventures LLC | 49.012 | 111,74 | 29.287 | 101,75 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 1.522 | 2,84 | 909 | -2,05 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 37.910 | 39,10 | 24.238 | 44,56 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 15.961 | 14,56 | 9.537 | 9,16 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 66.644 | 18,81 | 41.794 | 21,67 | ||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 714 | 0,28 | 427 | -4,48 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 99.231 | 7,00 | 59.295 | 1,95 | ||||
| 2026-05-12 | 13F | First American Financial Corp | 341.641 | 2,27 | 204.148 | -2,56 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 61.582 | 420,38 | 36.799 | 395,86 | ||||
| 2026-05-04 | 13F | Nwam Llc | 15.443 | 3,76 | 9.228 | -2,36 | ||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 932 | 69,76 | 557 | 61,92 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 1.306 | 6,70 | 780 | 1,69 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 2.356 | 30,02 | 1.408 | 23,86 | ||||
| 2026-04-09 | 13F | Vista Investment Partners Llc | 2.457 | 2,55 | 1.468 | -2,33 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 1.078 | 6,63 | 644 | 1,58 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 347 | 0,29 | 208 | -4,61 | ||||
| 2026-05-15 | 13F | Bedell Frazier Investment Counseling, LLC | 2.251 | 8,07 | 1.345 | 2,99 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 498 | 0,20 | 298 | -4,50 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 3.803 | 3,48 | 2.272 | -1,39 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1.904.963 | 80,56 | 1.138 | 72,16 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 1.011 | 79,57 | 604 | 71,10 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 4.623 | 18,36 | 2.762 | 12,78 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 6.654 | 8,42 | 3.976 | 3,33 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 3.144 | 1,68 | 1.878 | -3,15 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 16.272 | 5,20 | 9.723 | 0,24 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 178.473 | 4,04 | 106.647 | -0,86 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 398.130 | 22,10 | 237.903 | 16,34 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 6.166 | 7,91 | 3.684 | 2,82 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 10.485 | 2,68 | 6.266 | -2,16 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 46.889 | 1,54 | 28.019 | -3,25 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 369 | 220 | ||||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 2.550 | 1,88 | 1.524 | -2,93 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1.940 | 4,08 | 1.159 | -0,77 | ||||
| 2026-05-15 | 13F | Anderson Financial Strategies, LLC | 416 | 277 | ||||||
| 2026-05-15 | 13F | Park Presidio Capital Llc | 58.285 | 3,04 | 34.828 | -1,82 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 4.574 | 1,80 | 2.733 | -3,02 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 40.527 | 2,36 | 24.217 | -2,47 | ||||
| 2026-05-11 | 13F | Palacios Wealth Management, LLC | 1.318 | 74,57 | 871 | 83,93 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 17.987 | 1,40 | 10.748 | -3,38 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 55.548 | 5,34 | 33.193 | 0,37 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 17.176 | 12,73 | 10.263 | 7,42 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 2.163 | 0,32 | 1.292 | -4,44 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 761 | 2,01 | 455 | -2,78 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 6.411 | 267,81 | 3.831 | 250,41 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 2.288 | 2,46 | 1.367 | -2,36 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 767.033 | 2,59 | 458.340 | -2,25 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 1.019 | 9,22 | 609 | 4,28 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 185.300 | 7,77 | 111 | 2,80 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 459 | 0,44 | 287 | -1,38 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 173 | 98,85 | 103 | 90,74 | ||||
| 2026-05-04 | 13F | CORDA Investment Management, LLC. | 26.920 | 0,10 | 16.086 | -4,62 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 1.205 | 1,86 | 720 | -2,97 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 16.686 | 5,04 | 9.971 | -1,02 | ||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 1.272 | 147,95 | 760 | 136,45 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 6.537 | 3,98 | 3.906 | -0,91 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 758 | 1,74 | 453 | -3,21 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2.373 | 15,70 | 1.418 | 10,19 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 22.584 | 2,33 | 13.495 | -2,49 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 9.577 | 1,00 | 5.723 | -3,77 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 22.988 | 24,63 | 13.736 | 18,75 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 915 | 1,89 | 547 | -3,02 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 1.334 | 14,11 | 797 | 8,73 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.242 | 722 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 10.919 | 3,25 | 6.525 | -1,61 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 336 | 209 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 18.299 | 13,12 | 10.934 | 7,78 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 1.088 | 2,35 | 650 | -2,40 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 8.533 | 1,13 | 5.099 | -3,63 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 561 | 5,06 | 335 | 0,00 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2.036 | 276,34 | 1.217 | 257,65 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 14.545 | 53,41 | 8.691 | 46,19 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 21.488 | 0,47 | 12.840 | -4,26 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 44.620 | 0,05 | 27 | -3,70 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 26.987 | 1,72 | 16.126 | -3,08 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 6.608 | 9,13 | 3.949 | 3,98 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 38.423 | 2,78 | 22.960 | -2,06 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2.014 | 4,84 | 1.204 | -0,08 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 1.433 | 856 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 4.467 | 0,36 | 2.669 | -4,37 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 339.308 | 4,29 | 202.753 | -0,63 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 5.833 | 0,95 | 3.486 | -3,81 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 483 | 289 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 632.869 | 8,65 | 378.172 | 3,53 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 300.100 | 1,94 | 179.325 | -2,87 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 9.207 | 40,54 | 5.501 | 33,91 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 1.039 | 0,58 | 621 | -2,21 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 1.275 | 2,74 | 763 | -2,06 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.461 | 2,49 | 2.068 | -2,36 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 3.603 | 0,11 | 2.153 | -4,65 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 30.065 | 3,15 | 17.965 | -1,72 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 345 | 3,29 | 206 | -1,91 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 2.946 | 2,65 | 1.760 | -2,17 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 14.890 | 24,75 | 8.897 | 18,86 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 2.032 | 43,50 | 1.231 | 38,47 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 525.971 | 8,34 | 314.294 | 3,23 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 1.475 | 0,20 | 881 | -4,45 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1.269 | 11,02 | 758 | 5,87 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 20.099 | 4,42 | 12 | 0,00 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 395 | 236 | ||||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 3.640 | 1,62 | 2.175 | -3,16 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 2.193 | 38,97 | 1.311 | 32,46 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 2.937 | 1,21 | 1.755 | -3,57 | ||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 7.035 | 10,96 | 4.204 | 5,71 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 859 | 22,54 | 515 | 16,78 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 4.650 | 0,19 | 2.779 | -4,54 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2.985.961 | 2,17 | 1.696.306 | -7,45 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 80.668 | 7.894,85 | 48.203 | 7.527,06 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 1.161 | 39,88 | 694 | 33,27 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 1.038 | -27,46 | ||||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 1.587 | 45,73 | 949 | 39,00 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 4.282 | 0,90 | 2.559 | -3,87 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 822 | 0,37 | 491 | -4,29 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 12.251 | 7,74 | 7.320 | 2,65 | ||||
| 2026-04-16 | 13F | Redstone Wealth Management, Llc | 6.095 | 0,02 | 3.642 | -4,68 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 24.689 | 6,97 | 14.757 | 1,92 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 4.432 | 9,35 | 2.650 | 4,25 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 1.519 | 908 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 37.259 | 8,13 | 22.264 | 3,03 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 473 | 2,38 | 283 | -2,42 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 1.330 | 49,94 | 795 | 42,81 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 14.642 | 13,65 | 8.749 | 8,29 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 211.081 | 12,51 | 126.131 | 7,20 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 74.289 | 1,13 | 44.391 | -3,64 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 53.453 | 2,44 | 31.942 | -2,39 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 739.979 | 31,03 | 442.175 | 24,85 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 12.255 | 32,02 | 7.323 | 25,79 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 434 | 266 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | Put | 2.500 | 5 | |||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 44.285 | 0,91 | 26.462 | -3,85 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 19.890 | 89,01 | 9.233 | 39,90 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 30.272 | 233,10 | 18.089 | 217,41 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 67.055 | 3,53 | 41.883 | 3,11 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 992 | 22,17 | 593 | 16,31 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 6.777 | 5,12 | 4.049 | 0,15 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 194.068 | 3,35 | 120.582 | 1,26 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 44.576 | 9,28 | 26.636 | 4,12 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 2.667 | 0,26 | 1.594 | -4,50 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 1.752 | 4,16 | 1.055 | 0,09 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 440 | 263 |