Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Vanguard Index Funds - Vanguard Small-Cap Value ETF includ Tiaa-cref Individual & Institutional Services, Llc, Baer Investment Advisory LLC, Clear Wave Wealth Management Llc, Quent Long Short Global Small Cap Fund, LP, E-Wealth Partners, LLC, Portside Wealth Group, LLC, Vanguard National Trust Co, Park National Corp /oh/, Stark Wealth Management LLC, Evergreen Wealth Solutions, LLC, Junk Investment Group, LLC, Vanguard Advisers Inc, Cardinal Point Capital Management, ULC, XTX Topco Ltd, Loomis Sayles & Co L P, Strategic Financial Group, LLC, Cpwa, Llc, LightSquare Wealth Management, LLC, Kapstone Financial Advisors LLC, și Canandaigua National Corp .
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 | 12.427 | 0,20 | 2.700 | 2,78 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 16.211 | 13,50 | 3.522 | 16,44 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 3.606 | 5,01 | 783 | 7,70 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 2.821 | 3,68 | 613 | 6,42 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.597 | 32,97 | 347 | 36,22 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 1.662 | 361 | ||||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 1.955 | 0,98 | 425 | 3,41 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 37 | 8 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 6.178 | 0,46 | 1.342 | 3,07 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 1.213 | 25,70 | 264 | 28,92 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 29.435 | 0,46 | 4.866 | 3,20 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 48.075 | 4,97 | 10.444 | 7,67 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 2.903 | 0,62 | 631 | 3,11 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 1.085 | 236 | ||||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1.781 | 4,27 | 387 | 14,20 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 9.990 | 0,53 | 2.170 | 3,14 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 2.714 | 88,60 | 590 | 93,75 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 18.670 | 11,61 | 4.056 | 14,51 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2.957 | 137,89 | 1 | |||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 16.684 | 4,53 | 3.625 | 7,22 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 13.648 | 1,94 | 2.965 | 4,59 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 4.087 | 1,09 | 888 | 3,74 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 179 | 0,56 | 39 | 2,70 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.186 | 1,44 | 475 | 3,95 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 103.337 | 7,88 | 22.450 | 10,66 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 2.633 | 572 | ||||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 22.648 | 5,76 | 4.920 | 8,49 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 978 | 213 | ||||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 20.297 | 0,41 | 4.410 | 2,99 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 47.325 | 3,18 | 10.281 | 5,85 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 10.129 | 2,02 | 2.201 | 4,66 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 652.542 | 141.765 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1.458 | 0,55 | 317 | 2,93 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 1.021 | 222 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 6.249 | 0,97 | 1.358 | 3,59 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 3 | 1 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 1.461 | 0,27 | 317 | 2,92 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 1.635 | 23,77 | 355 | 27,24 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6.622 | 41,86 | 1.439 | 45,55 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 24.080 | 10,90 | 5.231 | 13,77 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 78.603 | 1,41 | 17.076 | 4,03 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 2.093 | 5,81 | 455 | 8,61 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 37.595 | 7.962 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 5.158 | 5,16 | 1.121 | 7,90 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 29.782 | 2,18 | 6.470 | 4,81 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.727 | 3,15 | 1.244 | 5,87 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 6.088 | 6,14 | 1.323 | 8,90 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 12.875 | 61,44 | 2.797 | 65,60 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 1.232 | 0,57 | 268 | 3,09 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 1.472 | 0,62 | 320 | 3,24 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 8.636 | 3,99 | 2.031 | 15,47 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 4.176 | 3,39 | 907 | 6,08 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 60.738 | 1,09 | 13.195 | 3,69 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 135 | 29 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 6.709 | 1,36 | 1.458 | 4,00 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 54.431 | 0,67 | 11.825 | 3,27 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 6.702 | 1,33 | 1.456 | 4,00 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 8.845 | 1,64 | 1.922 | 4,29 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 86 | 1,18 | 19 | 0,00 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 451 | 98 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 820 | 178 | ||||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 23.600 | 4,74 | 5 | 25,00 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 21 | 75,00 | 5 | 100,00 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1.399 | 0,07 | 304 | 2,36 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 1 | 0 | -100,00 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 47.035 | 2,36 | 10.218 | 5,00 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1.148 | 7,89 | 250 | 10,67 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 822 | 0,24 | 179 | 2,89 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 12.143 | 0,65 | 2.638 | 3,29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 57.450 | 209,04 | 12.480 | 216,97 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.583 | 5,67 | 996 | 8,39 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 7.841 | 2,51 | 1.703 | 5,19 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 4.077 | 886 | ||||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 82.391 | 6,78 | 17.899 | 9,53 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 460 | 100 | ||||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 2.367 | 0,68 | 514 | 3,42 | ||||
| 2026-04-08 | 13F | Exchange Bank | 2.293 | 4,27 | 498 | 7,10 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 32.819 | 0,75 | 7.130 | 3,35 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 844 | 770,10 | 183 | 815,00 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 1.107 | 0,27 | 241 | 3,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 16.853 | 1,80 | 3.661 | 4,42 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 3.815 | 0,79 | 829 | 3,37 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 3.882 | 4,27 | 843 | 6,98 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 72 | 14,29 | 16 | 15,38 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 18.789 | 0,59 | 4.082 | 3,16 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 355.538 | 0,03 | 7.222 | 2,80 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 18.725 | 3,09 | 4.068 | 5,77 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 7.823 | 0,72 | 1.700 | 3,35 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 15.822 | 31.544,00 | 3.437 | 34.270,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 49.253 | 10,81 | 10.700 | 13,67 | ||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 5.256 | 1.142 | ||||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 32.711 | 0,85 | 7.107 | -4,06 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 5.227 | 29,38 | 1.136 | 32,75 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 3.492 | 759 | ||||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 2.290 | 15,08 | 498 | 18,05 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7.866 | 31,10 | 1.709 | 34,49 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 1.721 | 374 | ||||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 930 | 202 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.202 | 0,08 | 0 | |||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 4.051 | 17,86 | 880 | 21,05 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 374.081 | 7,03 | 81.269 | 9,79 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 2.898 | 1,22 | 630 | 3,80 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 4.808 | 12,07 | 1.045 | 14,98 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.543 | 22,97 | 1.639 | 26,10 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 90.451 | 3,72 | 19.651 | 6,39 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 50 | 11 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 2.808 | 0,43 | 610 | 3,04 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 205.310 | 3,69 | 44.604 | 6,36 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 90 | 20 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 582 | 14,79 | 127 | 17,76 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 225 | 49 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1.231 | 268 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 70 | 15 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 57.215 | 0,19 | 12.894 | 6,61 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 1.397 | 1,75 | 303 | 4,48 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 22.428 | 29,44 | 4.872 | 25,31 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 9.804 | 0,75 | 2.130 | 3,35 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2.024 | 440 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 522.808 | 5,25 | 113.580 | 7,96 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 26.183 | 234,01 | 5.688 | 242,65 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 35.434 | 0,65 | 7.698 | 3,26 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 1.200 | 261 | ||||||
| 2026-05-06 | 13F | Performa Ltd (US), LLC | 98.553 | 12,49 | 21.411 | 15,39 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6.101 | 1.325 | ||||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 4.702 | 1,03 | 1.022 | 3,65 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2.387 | 0,93 | 519 | 3,60 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 7.592 | 1.763 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 157.156 | 6,60 | 34.142 | 9,35 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 12.306 | 3,25 | 2.674 | 5,90 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 84 | 110,00 | 18 | 125,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3.809 | 1.570,61 | 831 | 1.629,17 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 51.014 | 2,64 | 10.804 | 4,16 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 500 | 0 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 40.612 | 1.899,61 | 8.823 | 1.951,63 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 4.126 | 15,80 | 896 | 18,83 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 6.639 | 20,40 | 1.442 | 23,56 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 26.595 | 0,52 | 5.778 | 3,11 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 11.437 | 30,26 | 2.485 | 33,62 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 54.079 | 3,51 | 11.749 | 6,17 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 42.467 | 3,56 | 9.226 | 6,24 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 11.841 | 159,16 | 2.572 | 165,98 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 1.046 | 8,73 | 242 | 19,21 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 31.427 | 1,88 | 7.271 | 5,01 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 2.072 | 2,93 | 450 | 5,63 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.696 | 1,07 | 803 | 3,75 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 17.090 | 0,68 | 3.713 | 3,25 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 51.030 | 0,70 | 11.086 | 3,30 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 18 | 4 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 574 | 0,53 | 125 | 2,48 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 3.144 | 0,58 | 683 | 3,17 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 1.983 | 2,06 | 431 | 4,62 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 2.871 | 0,49 | 608 | 2,01 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 1.729 | 0,93 | 366 | 2,52 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 3.478 | 0,12 | 756 | 2,72 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 357 | 78 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 33.203 | 7,19 | 7.213 | 9,95 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 176.107 | 13,26 | 38.278 | 16,17 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 10.657 | 0,41 | 2.315 | 3,03 | ||||
| 2026-04-07 | 13F | InvesTrust | 8.611 | 0,33 | 1.871 | 2,92 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 30.721 | 13,39 | 6.674 | 16,31 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1.134 | 246 | ||||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 2.065 | 89,28 | 449 | 93,94 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 328 | 71 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 17.752 | 0,32 | 3.857 | 2,91 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.237 | 0,08 | 270 | 3,07 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 51.755 | 10,29 | 11.244 | 13,10 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 494 | 107 | ||||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 19.701 | 2,46 | 4.280 | 5,11 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 7.517 | 1,88 | 1.633 | 4,48 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 125 | 1,63 | 27 | 3,85 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1.166 | 253 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4.601 | 0,28 | 1.000 | 2,88 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1.099 | 0,18 | 239 | 2,59 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 928 | 202 | ||||||
| 2026-05-07 | 13F | Transce3nd, LLC | 180 | 3,45 | 39 | 2,63 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 30.698 | 2,78 | 6.669 | 5,44 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 2.213 | 0,23 | 481 | 2,78 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 49.060 | 2,76 | 10.658 | 5,42 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 639 | 139 | ||||||
| 2026-05-14 | 13F | Apriem Advisors | 20.337 | 253,99 | 4.418 | 263,32 | ||||
| 2026-04-22 | 13F | Motco | 190 | 41 | ||||||
| 2026-05-13 | 13F/A | MWA Asset Management | 1.794 | 0,79 | 390 | 3,46 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 237 | 50 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 4.747 | 1,41 | 1.031 | 4,04 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 6.475 | 0,76 | 1.407 | 3,38 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 75.599 | 0,34 | 16.424 | 2,93 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 6.925 | 3,44 | 1.505 | 6,14 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 21.362 | 8,42 | 4.641 | 11,19 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 6.688 | 5,87 | 1.453 | 8,68 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 56.113 | 2,80 | 12.191 | 5,45 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 4.439 | 1.030 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 379.793 | 3,55 | 82.510 | 6,22 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 2.113 | 0,19 | 459 | 2,69 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 123.784 | 0,82 | 26.892 | 3,43 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 24.530 | 1,42 | 5.329 | 4,04 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 1.803 | 1,69 | 392 | 4,27 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 59.206 | 1,24 | 12.863 | 3,84 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 24.541 | 0,27 | 5.332 | 2,86 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 65.393 | 5,54 | 14.207 | 8,26 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 37.985 | 24,72 | 8.252 | 27,94 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 17.316 | 0,82 | 3.762 | 3,41 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 1.011 | 0,70 | 220 | 3,30 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 46 | 10 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 356 | 209,57 | 77 | 220,83 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 25.312 | 0,90 | 5.499 | 3,52 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 13.806 | 0,74 | 2.999 | 3,34 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 3.040 | 5,89 | 660 | 8,73 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 23.746 | 1,92 | 5.159 | 4,54 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 70.237 | 7,01 | 15.259 | 9,78 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 2.221 | 47,97 | 483 | 52,05 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 79.186 | 3,02 | 17.203 | 5,68 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 4.974 | 346,10 | 1.081 | 357,63 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4.641 | 27,12 | 1.008 | 30,40 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 78 | 17 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17.005 | 8,22 | 3.894 | 11,64 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 1.735 | 377 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 395 | 0,51 | 86 | 2,41 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 4.334 | 0,12 | 942 | 2,73 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 3.016 | 655 | ||||||
| 2026-04-08 | 13F | Sapient Capital Llc | 8.478 | 1,92 | 1.842 | 3,49 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 4.433 | 21,65 | 963 | 24,90 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 290 | 437,04 | 61 | 454,55 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10.675 | 4,78 | 2.319 | 7,51 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 1.226 | 0,57 | 266 | 3,10 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 1.992 | 433 | ||||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 21.401 | 10,74 | 4.650 | 13,61 | ||||
| 2026-04-13 | 13F | Trust Co | 8.685 | 32,74 | 1.887 | 36,17 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 2.677 | 0,15 | 582 | 2,65 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93.968 | 0,42 | 20.414 | 3,01 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1.623 | 17,27 | 353 | 20,14 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1.161 | 0,09 | 252 | 2,86 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 9.461 | 7,11 | 2.055 | 9,89 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 13.489 | 2,53 | 2.930 | 5,17 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 1.058 | 0,57 | 230 | 3,15 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 253.684 | 1,79 | 55.113 | 4,41 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 2.450 | 125,39 | 532 | 131,30 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 43.122 | 0,42 | 9.133 | 0,42 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 2.666 | 0,19 | 579 | 2,84 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2.910 | 12,66 | 632 | 15,54 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3.272 | 5,55 | 711 | 8,23 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9.023 | 2,23 | 1.960 | 4,87 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2.648 | 0,04 | 575 | 2,68 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 9.494 | 171,72 | 2.063 | 179,03 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 588 | 50,38 | 128 | 54,88 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 27 | 3,85 | 6 | 0,00 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 509 | 129,28 | 111 | 134,04 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1.657 | 0,61 | 360 | 3,16 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 17.091 | 9,00 | 3.713 | 11,84 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 1 | 0 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.172 | 0,79 | 472 | 3,29 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 186.794 | 0,21 | 40.581 | 2,79 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3.734 | 20,57 | 811 | 23,82 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 1.187 | 0,34 | 258 | 2,80 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 968 | 210 | ||||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 27.639 | 0,89 | 6 | 20,00 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 2.256 | 5,47 | 490 | 8,17 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 1.739.529 | 7,33 | 377.913 | 10,10 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 3.283 | 713 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.985 | 10,96 | 431 | 14,02 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1.539 | 46,43 | 334 | 50,45 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.012 | 16,72 | 220 | 19,67 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 6.861 | 2.489,06 | 1 | |||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 32 | 7 | ||||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 1.043 | 0,38 | 226 | 2,73 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 44.336 | 3,78 | 9.632 | 6,46 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10.667 | 4,16 | 2.317 | 6,82 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3.513 | 61,96 | 765 | 66,67 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 74.035 | 2,37 | 16.084 | 5,01 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 10.169 | 11,38 | 2.209 | 14,28 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.416 | 115,38 | 742 | 121,19 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 27.234 | 3,70 | 5.917 | 6,38 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 25.586 | 1,03 | 5.559 | 3,64 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 94 | 154,05 | 20 | 185,71 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 984.444 | 16,43 | 209.882 | 17,21 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 1.384 | 301 | ||||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2.711 | 146,90 | 589 | 153,45 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.313 | 6,49 | 285 | 9,20 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 6.019 | 14,30 | 1.308 | 17,22 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 50 | 11 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 27.123 | 26,21 | 5.892 | 29,47 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 3.091 | 2,66 | 672 | 5,34 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 1.269 | 0,79 | 276 | 3,38 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 20.362 | 6,33 | 4.424 | 9,08 | ||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 37.253 | 0,51 | 8.093 | 3,11 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 3.097 | 4,03 | 714 | 5,94 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 79.475 | 5,34 | 17.266 | 8,05 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 15.457 | 8,24 | 3.358 | 11,01 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 37.432 | 2,28 | 8.132 | 4,92 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 47.484 | 2.847,49 | 10.316 | 2.924,93 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 5.557 | 1.207 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 7.429 | 12,20 | 1.614 | 15,12 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 11.254 | 31,98 | 2.445 | 27,76 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 6.540 | 1,46 | 1.421 | 4,03 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 65.433 | 2,96 | 14.215 | 5,62 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.358 | 348,18 | 295 | 360,94 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 50 | 11 | ||||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 7.609 | 7,24 | 1.653 | 10,05 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 2.373 | 1,19 | 516 | 3,83 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 4.481 | 1,24 | 974 | 3,84 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 23.006 | 13,94 | 4.998 | 16,88 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 752.625 | 0,57 | 159.775 | 0,81 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 4.826 | 0,02 | 1.049 | 2,64 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 22.363 | 3,48 | 4.858 | 6,16 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 1.122 | 4,76 | 244 | 7,52 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1.276 | 277 | ||||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 44.821 | 2,00 | 9.737 | 4,63 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 29.163 | 0,64 | 6.336 | 3,23 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1.962 | 0,36 | 426 | 2,90 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 82.878 | 0,59 | 17.553 | 14,36 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 1.096 | 186,91 | 238 | 197,50 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 198.088 | 2,76 | 43.035 | 5,41 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 22.265 | 0,26 | 4.837 | 2,85 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 17.697 | 4,28 | 3.845 | 128.066,67 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 5.929 | 6,50 | 1.288 | 9,25 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 324.494 | 0,33 | 70.509 | 2,93 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 1.429 | 310 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 5.847 | 1.270 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8.705 | 3,05 | 1.891 | 5,76 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 105.529 | 14,47 | 22.925 | 17,38 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 150.977 | 9,20 | 32.800 | 12,02 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 1.148 | 3,61 | 249 | 6,41 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 82 | 18 | ||||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 109 | 19,78 | 24 | 21,05 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1.471 | 320 | ||||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 3.304 | 0,58 | 718 | 3,17 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1.475 | 0,07 | 321 | 2,56 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 6.669 | 1.449 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 7.200 | 67,44 | 1.564 | 71,87 | |||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 8.731 | 3,40 | 1.897 | 6,04 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 1.945 | 0,57 | 423 | 3,18 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 214 | 46 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 12.139 | 52,90 | 2.637 | 56,87 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.518 | 76,87 | 764 | 81,47 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 1.471 | 5,60 | 320 | 8,50 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 273.733 | 2,20 | 59.468 | 4,83 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 62.486 | 475,64 | 13.516 | 496,73 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 26 | 6 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 15.614 | 0,30 | 3.390 | 2,82 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2.721 | 15,98 | 591 | 19,15 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 4.208 | 0,14 | 891 | 1,71 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.755 | 42,34 | 381 | 45,98 | ||||
| 2026-05-12 | 13F | Creative Planning | 315.100 | 0,98 | 68.456 | 3,58 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 248.140 | 9,21 | 53.909 | 12,02 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1.874 | 14,13 | 407 | 17,29 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4.117 | 0,32 | 894 | 2,88 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 23.452 | 5,50 | 5.095 | 8,22 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 1.291 | 0,39 | 280 | 2,94 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 47.794 | 4,49 | 10.383 | 7,18 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 15.243 | 3.312 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 488.482 | 1,09 | 106.123 | 3,69 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 38.381 | 0,54 | 8.338 | 3,14 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 30.653 | 3,61 | 6.659 | 6,29 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 1.686 | 1,02 | 366 | 3,68 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 1.312 | 22,05 | 285 | 25,55 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 1.366 | 16,65 | 297 | 19,35 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 152.663 | 1,83 | 33.166 | 4,45 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 1.695 | 234,98 | 368 | 243,93 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 5.172 | 0,15 | 1.124 | 2,74 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 15.309 | 0,35 | 3.326 | 2,94 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 2.953 | 4,98 | 683 | 10,16 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 3.355 | 0,48 | 729 | 2,97 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.350 | 81,18 | 728 | 83,59 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 21.871 | 0,39 | 4.751 | 2,97 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 7.517 | 0,20 | 1.633 | 2,83 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 4.700 | 0,36 | 1.021 | 3,03 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3.593 | 22,92 | 782 | 26,17 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 1.130 | 0,62 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 24 | 5 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 7 | 2 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 41.811 | 0,57 | 9.083 | 3,16 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 517.535 | 112 | ||||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 9.768 | 6,63 | 2.122 | 9,38 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 44.528 | 281,99 | 9.431 | 287,59 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3.167 | 1,83 | 672 | 2,13 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 7.495 | 1.628 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 2.871 | 1,34 | 624 | 3,83 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 339 | 74 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 43.750 | 303,04 | 9.266 | 309,05 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 6.027 | 7,68 | 1.309 | 10,46 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 6.612 | 3,26 | 1.443 | 5,03 | ||||
| 2026-05-07 | 13F | First National Trust Co | 944 | 205 | ||||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 1.028 | 0,10 | 223 | 2,76 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 3.015 | 1,48 | 655 | 3,97 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 1.994 | 4,62 | 433 | 7,44 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 882 | 21,15 | 192 | 24,03 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 19.868 | 38,00 | 4.315 | 41,52 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 2.335 | 0,56 | 507 | 3,26 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 1.263 | 59,87 | 274 | 153,70 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 50.212 | 44,52 | 10.908 | 48,25 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 930 | 202 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 8.419 | 32,00 | 1.829 | 35,48 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 1.033 | 0,10 | 225 | 2,75 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 3.264 | 0,03 | 709 | 2,60 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 10.214 | 36,20 | 2.219 | 39,67 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 36.948 | 0,49 | 8.027 | 3,08 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1.458 | 0,21 | 317 | 2,60 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.589 | 0,06 | 780 | 2,64 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 135 | 0 | ||||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 942 | 205 | ||||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 3.419 | 743 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 586 | 4,27 | 127 | 6,72 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 70.714 | 35,29 | 15.363 | 38,78 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 1.564 | 0,58 | 340 | 3,04 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 3.779 | 21,43 | 882 | 24,08 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 8.400 | 42,37 | 1.825 | 46,04 | |||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 20.594 | 152,47 | 4.474 | 159,06 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 20.800 | 10,05 | 4.519 | 12,89 | |||
| 2026-04-28 | 13F | Golden State Equity Partners | 580 | 126 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 26.507 | 3,71 | 5.759 | 6,39 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 10.605 | 0,52 | 2.304 | 3,13 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 440 | 0,23 | 96 | 2,15 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 50.372 | 0,77 | 11 | 0,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 39.393 | 10,29 | 8.558 | 13,14 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 29.804 | 6.475 | ||||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 989 | 1,23 | 215 | 4,90 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 33.938 | 0,47 | 7.373 | 3,05 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 24.246 | 4,28 | 5.267 | 6,97 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 16.604 | 11,18 | 3.607 | 14,04 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 13.243 | 2,25 | 2.877 | 4,89 | ||||
| 2026-04-29 | 13F | Investment Insight Wealth Management, LLC | 1.939 | 0,21 | 421 | 2,93 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 1.456 | 12,96 | 316 | 15,75 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 11.526 | 169,80 | 2.504 | 176,99 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 33.889 | 9,56 | 7.362 | 12,40 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 1.295 | 12,80 | 300 | 23,46 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 16.634 | 2,80 | 3.614 | 5,46 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 9.516 | 2,22 | 2.067 | 4,87 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 99.068 | 0,21 | 21.523 | 2,79 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 24 | 84,62 | 5 | 150,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 175.837 | 6,10 | 38 | 8,57 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 2.330 | 0,17 | 506 | 2,85 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 46.818 | 3,95 | 10.171 | 6,64 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 2.197 | 0,50 | 477 | 3,25 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 846.309 | 2,56 | 183.861 | 5,20 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 1.258 | 23,82 | 273 | 26,98 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 1.898 | 8,96 | 412 | 11,96 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 5.808 | 0,16 | 1.262 | 2,69 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 30.794 | 0,50 | 6.690 | 3,10 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 10.798 | 1,66 | 2.346 | 4,27 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1.111 | 45,99 | 241 | 49,69 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 3.969 | 862 | ||||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 6.832 | 0,03 | 1.484 | 2,63 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 931 | 202 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1.693 | 6,61 | 368 | 9,23 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 91.277 | 47,62 | 19.830 | 51,42 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 8.913 | 8,99 | 1.936 | 11,78 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 3.409 | 34,48 | 741 | 38,06 | ||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 18.296 | 0,99 | 3.975 | 3,60 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 4.657 | 0,30 | 1.012 | 2,85 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 937 | 204 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 9.755 | 3,41 | 2.119 | 6,11 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 237.724 | 172,00 | 51.645 | 179,03 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 3.078 | 7,17 | 669 | 9,87 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 4.079 | 0,12 | 886 | 2,78 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1.233 | 0,08 | 268 | 2,69 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 30.494 | 8,49 | 6.625 | 11,29 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4.086 | 176,45 | 888 | 187,99 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 39.528 | 0,41 | 8.587 | 3,00 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 5.997 | 8,46 | 1.303 | 3,99 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 2.058 | 0,98 | 447 | 3,71 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 36.970 | 2,75 | 8.032 | 5,39 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 7.480 | 1.625 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 215.831 | 9,94 | 46.889 | 12,77 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 1.715 | 14,03 | 373 | 16,98 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 1.700 | 13,33 | 369 | 16,40 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 405 | 0,25 | 88 | 3,53 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 250 | 54 | ||||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 268 | 1.814,29 | 58 | 1.833,33 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 1.837 | 1,10 | 399 | 3,91 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1.740 | 15,69 | 378 | 18,87 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 1.086 | 7,74 | 236 | 10,80 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 4.642 | 61,57 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 86.785 | 36,73 | 18.854 | 40,26 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 3.134 | 0,58 | 681 | 3,19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.476.405 | 6,13 | 320.749 | 8,86 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 4.096 | 890 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 267.392 | 0,45 | 58.104 | 3,06 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 1.011 | 220 | ||||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 3.921 | 0,54 | 852 | -5,86 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 60.241 | 1,05 | 13.087 | 3,66 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 6.753 | 4,33 | 1.467 | 7,08 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 2.601 | 563 | ||||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 36.222 | 1,43 | 7.869 | 4,05 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 65.567 | 4,77 | 14.244 | 7,47 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 20.629 | 36,83 | 4.482 | 40,34 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 296.360 | 0,36 | 64.384 | 2,95 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 1.205 | 262 | ||||||
| 2026-04-16 | 13F | Westhampton Capital, LLC | 3.729 | 0,30 | 810 | 2,92 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 17.127 | 1,93 | 3.889 | 9,30 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 17.567 | 3.816 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2.027 | 8,74 | 440 | 11,68 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 147.767 | 2,69 | 32.234 | 5,77 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 1.153 | 250 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 3.777 | 56,01 | 821 | 59,84 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 9.708 | 9,57 | 2.109 | 12,42 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 34.977 | 0,41 | 7.599 | 3,00 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 828 | 180 | ||||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 12.236 | 8,23 | 2.658 | 11,03 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 1.265 | 0,56 | 275 | 3,01 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 1.213 | 0,58 | 263 | 3,14 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 2.467 | 0,24 | 536 | 2,69 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 15.797 | 1,12 | 3.432 | 3,75 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 4.389 | 0,02 | 954 | 2,58 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1.821 | 0,44 | 425 | 1,19 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 3.039 | 8,54 | 660 | 11,49 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 22.682 | 0,23 | 4.928 | 2,82 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1.242 | 25,71 | 270 | 28,71 | ||||
| 2026-05-11 | 13F | Commerce Bank | 25.103 | 0,74 | 5.454 | 3,34 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 1.167 | 269 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 193.564 | 8,97 | 42.052 | 11,78 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 6.479 | 0,70 | 1.408 | 3,30 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 3.085 | 1,18 | 670 | 3,88 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 3.503 | 39,62 | 742 | 41,68 | ||||
| 2026-05-01 | 13F | American Trust | 3.081 | 6,24 | 669 | 8,96 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 19.076 | 4,31 | 4.144 | 7,00 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 17.686 | 0,27 | 3.842 | 2,86 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 79 | 17 | ||||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 33.588 | 7,49 | 7.297 | 10,26 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 24.469 | 6,00 | 5.316 | 8,71 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 378 | 89,00 | 82 | 95,24 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 237 | 51 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 30.357 | 4,59 | 6.595 | 7,29 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 17.148 | 44,13 | 3.725 | 47,88 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 37.568 | 0,25 | 8.162 | 2,84 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.438 | 45,11 | 312 | 49,28 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 48.175 | 7,05 | 10.466 | 9,81 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 179.371 | 13,59 | 38.968 | 16,52 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 46.971 | 37,37 | 10.204 | 40,92 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 12.661 | 8,34 | 2.751 | 11,16 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 9.873 | 35,79 | 2.145 | 39,31 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 12.150 | 16,63 | 2.640 | 19,63 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.816.657 | 1,16 | 829.169 | 3,77 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 410 | 7,05 | 89 | 9,88 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 45.874 | 17,42 | 9.966 | 20,46 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 20.088 | 91,92 | 4.364 | 113,82 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 80 | 17 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 1.490 | 0,27 | 324 | -4,15 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 2.875 | 17,64 | 624 | 20,70 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 1.554 | 0,58 | 338 | 3,06 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 75.953 | 2,95 | 16.501 | 5,60 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 4.775 | 5,48 | 1.037 | 8,25 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 10.288 | 3,39 | 2.235 | 6,07 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 4.218 | 2,80 | 916 | 5,41 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.289.920 | 4,36 | 280.211 | 7,04 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.961 | 3.154 | 27,80 | |||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 85.516 | 7,23 | 18.578 | 9,99 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 420 | 91 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 3.225 | 701 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 2.431 | 5,60 | 528 | 8,42 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 38.116 | 0,91 | 8.281 | 3,51 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.164.853 | 2,79 | 253.064 | 5,44 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1.072 | 0,75 | 233 | 3,11 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 3.982 | 170,88 | 865 | 178,14 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 27.378 | 12,30 | 5.948 | 15,18 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 6.135 | 3,98 | 1.333 | 6,65 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 10.537 | 47,54 | 2.289 | 51,39 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 8.699 | 5,17 | 1.890 | 7,88 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3.937 | 856 | ||||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 13.507 | 10,84 | 2.934 | 13,72 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2.975 | 24,42 | 646 | 27,67 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 6.895 | 1.498 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 45.785 | 39,94 | 9.947 | 43,56 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 4.027 | 1,23 | 875 | 3,80 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 325 | 69 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3.207 | 3,42 | 697 | 5,94 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 2.520 | 0,16 | 547 | 2,82 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 3.595 | 0,84 | 781 | 3,44 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 7.413 | 0,42 | 1.610 | 3,01 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 1.624 | 17,43 | 353 | 20,55 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 4.298 | 11,64 | 934 | 14,48 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15.211 | 3.516 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.053 | 229 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 1.568 | 0,97 | 341 | 3,66 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 9.843 | 2.138 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 180.680 | 11,23 | 39.253 | 14,10 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 1.984 | 107,97 | 431 | 113,37 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 151.976 | 5,55 | 33.017 | 8,27 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 34.539 | 14,70 | 7.332 | 13,82 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 36.670 | 1,36 | 7.967 | 1,45 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 157.323 | 6,84 | 34.178 | 9,59 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 25 | 5 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2.469 | 24,57 | 536 | 27,92 | ||||
| 2026-05-07 | 13F | Xxi Wealth, Llc | 1.281 | 0,08 | 278 | 2,58 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 9.854 | 2.141 | ||||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 85.317 | 0,19 | 18.536 | 2,77 | ||||
| 2026-04-07 | 13F | JBGlobal.com LLC | 42.873 | 9.314 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3.140 | 0,10 | 682 | 2,71 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 4.248 | 0,47 | 923 | 1,88 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 20.845 | 0,51 | 4.529 | 3,10 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 2.610 | 0,38 | 567 | 3,09 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 3.776 | 1,51 | 820 | 4,19 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 495.314 | 5,68 | 107.607 | 8,40 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3.515 | 45,97 | 764 | 49,90 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 371.224 | 3,79 | 80.654 | 6,47 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 56.396 | 47,60 | 12.252 | 51,41 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2.617 | 14,33 | 569 | 17,36 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 31.831 | 5,45 | 7.406 | 11,20 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 171 | 37 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5.975 | 8,52 | 1.298 | 11,23 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 60.270 | 0,18 | 13.094 | 2,76 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 13.949 | 2,03 | 3.030 | 4,66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 41.997 | 13,71 | 9.161 | 17,12 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 31.077 | 3.639,71 | 6.751 | 2,40 | ||||
| 2026-04-21 | 13F | Creekside Partners | 29.225 | 2,48 | 6.349 | 5,13 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 462.819 | 21,41 | 100.547 | 24,54 | ||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 2.154 | 468 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 827 | 3,50 | 180 | 5,92 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 46.757 | 0,24 | 10.158 | 2,82 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.613.157 | 19,73 | 350.458 | 22,82 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 392.210 | 1,06 | 85.208 | 3,67 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 11.744 | 3,54 | 2.551 | 6,20 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 473.557 | 0,48 | 102.822 | 3,00 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 1.697 | 7,68 | 369 | 10,51 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 1.215 | 1,50 | 264 | 3,95 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 3.296 | 33,39 | 716 | 36,90 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1.250 | 272 | ||||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 136.500 | 0,59 | 29.655 | 3,18 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 31.769 | 12,96 | 6.902 | 15,87 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 12.761 | 17,81 | 2.772 | 20,84 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1.145 | 249 | ||||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 5.369 | 0,11 | 1.166 | 2,73 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 45.040 | 0,51 | 9.785 | 3,08 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 46.294 | 22,83 | 10.057 | 26,00 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 12.176 | 4,75 | 3 | 0,00 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 20.565 | 2,54 | 4.468 | 5,18 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 3.749 | 0,03 | 815 | 2,65 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 20.002 | 9,34 | 4.345 | 12,16 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 6.398 | 33,54 | 1.390 | 36,98 | ||||
| 2026-05-05 | 13F | Sky-mountain Capital Management, Inc. | 7.901 | 0,95 | 1.716 | -2,28 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 64.028 | 5,51 | 14.870 | 15,69 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 8.271 | 1.797 | ||||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 28.979 | 0,62 | 6.296 | 3,21 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1.029 | 0,49 | 224 | 3,24 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 1.705 | 0,24 | 371 | 2,78 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 1.302 | 0,08 | 283 | 2,55 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 23.625 | 5.133 | ||||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 2.208 | 480 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 25.689 | 3,46 | 5.581 | 6,14 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 12.240 | 29,10 | 2.659 | 32,49 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 6.254 | 8,03 | 1.359 | 10,77 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 3.237 | 11,16 | 703 | 14,12 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 3.830 | 2,90 | 832 | 5,58 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 33.770 | 3,05 | 7.152 | 4,58 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 3.738 | 9,33 | 812 | 12,15 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 7.250 | 2 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 9.752 | 1,02 | 2.120 | 3,67 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 4.364 | 0,90 | 948 | 3,61 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 1.094 | 2,24 | 232 | 2,65 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 35.646 | 1,28 | 7.744 | 3,90 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 65.567 | 14.244 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 849.534 | 53,77 | 179.915 | 56,04 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 1.379 | 10,14 | 300 | 12,83 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 28.367 | 623,83 | 6.163 | 642,41 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 71 | 1,43 | 15 | 7,14 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 992 | 0,61 | 215 | 3,37 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 1.209 | 2.138,89 | 263 | 2.281,82 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 42.722 | 6,88 | 9.281 | 9,64 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 36.158 | 0,04 | 7.933 | -0,23 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 21.790 | 1.323,25 | 4.734 | 1.361,11 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 60.558 | 6,21 | 13.156 | 8,95 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 1.121 | 0,36 | 244 | 2,97 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 28.038 | 3,21 | 6.091 | 5,88 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 10.166 | 1,76 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 3.089 | 671 | ||||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 937 | 204 | ||||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 48.906 | 10.625 | ||||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 27.197 | 0,89 | 5.909 | 3,50 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 3.434 | 13,41 | 746 | 16,22 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 2.385 | 518 | ||||||
| 2026-04-16 | 13F | Diversified Trust Co | 2.639 | 53,61 | 573 | 57,85 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24.817 | 44,39 | 5.392 | 48,10 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 9.645 | 7,87 | 2.095 | 10,67 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 94.707 | 20.575 | ||||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 1.641 | 357 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 3.950 | 0,13 | 858 | 2,75 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1.422 | 15,42 | 309 | 18,85 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 270 | 59 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 105.370 | 19,46 | 22.910 | 22,55 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 3.756 | 178,43 | 816 | 186,32 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 7.962 | 0,16 | 1.730 | 2,73 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 1.746 | 1,04 | 379 | 3,84 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1.492.797 | 2,79 | 316.163 | 4,31 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 19.880 | 1,24 | 4.319 | 3,85 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 18.478 | 3.662 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 2.313 | 22,77 | 502 | 26,13 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 184.349 | 5,98 | 40.050 | 111.147,22 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 1.568 | 0,19 | 341 | 2,72 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 29.851 | 6.322 | ||||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 10.948 | 59,08 | 2.378 | 63,21 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 175 | 38 | ||||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 3.083 | 14,06 | 653 | 21,87 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 19.800 | 13,85 | 4.302 | 16,78 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1.003 | 218 | ||||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 952 | 0,53 | 207 | 3,00 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1.137 | 7,26 | 247 | 10,27 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 11.033 | 4,10 | 2.397 | 6,77 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.583 | 253,35 | 344 | 264,89 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 10.228 | 0,01 | 2.222 | 2,59 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 2.869 | 3,13 | 623 | 5,77 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 5.847 | 3,12 | 1.270 | 5,83 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 1.500 | 0,27 | 326 | 2,85 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 6.136 | 6,97 | 1.333 | 9,80 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 23.659 | 5.140 | ||||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 30.253 | 4,57 | 6.573 | 7,26 | ||||
| 2026-05-04 | 13F | Nwam Llc | 28.218 | 0,85 | 6.130 | 0,46 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 8.234 | 20,03 | 1.789 | 23,14 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 193 | 42 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 5.002 | 2,44 | 1.087 | 5,03 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 17.262 | 0,29 | 3.750 | 2,88 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.112 | 0,54 | 242 | 2,99 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 822.036 | 2,75 | 178.584 | 4,34 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 107.975 | 3,15 | 23.458 | 5,81 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 705 | 1.181,82 | 149 | 1.555,56 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 959 | 0,21 | 208 | 2,97 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 11.308 | 69,41 | 2.457 | 73,81 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 114.711 | 1,18 | 24.921 | 3,79 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.258 | 1,29 | 273 | 4,20 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 4.306 | 7,01 | 936 | 9,74 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 5.499 | 7,89 | 1.195 | 10,66 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1.434 | 312 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 160.387 | 0,21 | 35 | 3,03 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 940 | 10,07 | 204 | 13,33 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 3.025 | 1,00 | 657 | 3,63 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 62 | 1,64 | 13 | 8,33 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 25.228 | 55,21 | 5.481 | 59,21 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1.547 | 0,19 | 336 | 2,75 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10.151 | 64,44 | 2.205 | 68,71 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 69.591 | 2,65 | 15.119 | 5,29 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 4.610 | 0,22 | 1.001 | 2,77 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 5.341 | 4,21 | 1.160 | 6,91 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 87.989 | 132,60 | 19.116 | 138,61 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 112 | 0,90 | 24 | 4,35 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 926 | 201 | ||||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 38.917 | 18,96 | 8 | 33,33 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 1.887 | 410 | ||||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 56.580 | 21,84 | 12 | 33,33 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 25.006 | 1,36 | 5.432 | 3,96 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 26.327 | 192,98 | 5.720 | 200,53 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2.022 | 0,15 | 439 | 2,81 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 52.086 | 1,96 | 11.316 | 4,59 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 124.827 | 0,23 | 27.119 | 2,81 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 2.013 | 0,55 | 437 | 3,31 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 1.723 | 2,07 | 374 | 4,76 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 1.819 | 0,33 | 395 | 2,86 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 3.234 | 16,21 | 702 | 19,19 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 46.421 | 4,21 | 10.085 | 6,89 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 496 | 143,14 | 0 | |||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 1.703 | 0,41 | 370 | 2,79 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 97.571 | 156,04 | 21.197 | 162,66 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 101.889 | 0,28 | 22.135 | 2,86 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 893 | 203 | ||||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 4.237 | 0,17 | 921 | 2,79 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 1.432 | 0,14 | 323 | -0,62 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 18.153 | 11,13 | 3.944 | 13,99 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 1.420 | 0,21 | 308 | 2,67 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 6.936 | 4,07 | 1.507 | 6,73 | ||||
| 2026-05-05 | 13F | Willis Investment Counsel | 83.829 | 6,39 | 18.212 | 9,13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 9.600 | 152,63 | 2.086 | 159,33 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 9.527 | 2.070 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 52 | 73,33 | 11 | 83,33 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.298 | 276 | ||||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 5.548 | 10,52 | 1.205 | 13,36 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 2.860 | 6,48 | 621 | 9,33 | ||||
| 2026-05-15 | 13F | Fmr Llc | 159.980 | 11,11 | 34.755 | 13,97 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 2.260 | 0,18 | 491 | 2,94 | ||||
| 2026-05-15 | 13F | Obsido Oy | 24.884 | 2,01 | 5.406 | 4,65 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 83.405 | 10,93 | 18.125 | 13,79 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 4.123 | 19,16 | 896 | 22,27 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 4.545 | 292,49 | 987 | 92,02 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 107.872 | 4,30 | 23.435 | 6,99 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1.432 | 0,56 | 311 | 3,32 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 9.026 | 0,27 | 1.961 | 2,89 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 14.343 | 9,34 | 3.116 | 12,17 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 923 | 201 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2.993 | 1,05 | 1 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 317.127 | 2,94 | 68.896 | 5,59 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 5.062 | 2,82 | 1.100 | 5,47 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 1.976 | 19,54 | 429 | 22,57 | ||||
| 2026-04-16 | 13F | Friday Financial | 6.817 | 4,46 | 1.481 | 7,09 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 63.472 | 1,44 | 13.789 | 4,06 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 6.032 | 1,94 | 1.310 | 4,63 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 1.989 | 14,06 | ||||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 31.480 | 0,87 | 6.839 | 3,48 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 25.226 | 4,08 | 5.473 | 6,77 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 29.982 | 0,88 | 6.514 | 3,48 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 33.256 | 0,34 | 7.225 | 2,93 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 29.245 | 4,39 | 6.353 | 7,08 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 152 | 33 | ||||||
| 2026-04-08 | 13F | General Partner, Inc. | 35.936 | 22,02 | 7.807 | 25,17 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 939 | 204 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 536 | 62,42 | 116 | 68,12 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 11.684 | 1,13 | 2.626 | 7,36 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 4.112 | 0,02 | 893 | 2,64 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 6.288 | 31,08 | 1.366 | 34,58 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 12.320 | 0,27 | 2.676 | 2,84 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 9.590 | 1,48 | 2.083 | 4,10 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 19.898 | 0,06 | 4.323 | 2,64 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 2.816 | 0,72 | 612 | 3,21 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 938 | 161,28 | 204 | 167,11 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 14.646 | 2,97 | 3.182 | 5,61 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 809.258 | 32,88 | 175.975 | 36,24 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 393.959 | 0,06 | 83.437 | 0,06 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 42.375 | 32,80 | 9.206 | 36,22 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 54.998 | 6,28 | 12 | 10,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11.816 | 710,98 | 2.567 | 733,44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 223.342 | 164,59 | 48.521 | 171,41 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 1.733 | 3,52 | 376 | 6,21 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 1.421 | 0,57 | 309 | 3,01 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 12.126 | 0,01 | 2.634 | 2,61 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.481.210 | 2,95 | 321.793 | 5,61 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 21.122 | 17,05 | 4.760 | 21,27 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 2.035 | 44,02 | 442 | 47,83 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 169.301 | 0,55 | 36.781 | 3,14 |
