Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF includ Klaas Financial Asset Advisors, LLC, Vanguard Advisers Inc, Johnson Investment Counsel Inc, Concord Asset Management, LLC/VA, Annandale Capital, LLC, Novem Group, Members Advisory Group LLC, Capitolis Liquid Global Markets LLC, Capitolis Liquid Global Markets Llc, Steele Capital Management, Inc., Hassell Wealth Management, LLC, Sage Rhino Capital Llc, Tranquilli Financial Advisor LLC, Addison Capital Co, Arena Capital Advisors, LLC- CA, May Barnhard Investments LLC, VestGen Advisors, LLC, Mills Wealth Advisors LLC, Camden Capital, LLC, și Seeds Investor 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 96.314 | 5.638 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 80.037 | 49,77 | 4.685 | 49,30 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 38.213 | 4,74 | 2.237 | 4,39 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 84.813 | 39,04 | 4.965 | 38,58 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 98.791 | 24,60 | 6 | 25,00 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 234.019 | 14,22 | 13.699 | 13,85 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 169.527 | 2,03 | 9.924 | 1,70 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 305.366 | 3,13 | 17.876 | 2,79 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 300 | 18 | ||||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 7.880 | 21,66 | 461 | 21,32 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 39.687 | 20,71 | 2.323 | 20,36 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 20.795 | 72,62 | 1.218 | 72,14 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 56.356 | 11,69 | 3.299 | 11,34 | ||||
| 2026-05-01 | 13F | Spectrum Financial Alliance Ltd LLC | 108.286 | 6,20 | 6.339 | 5,86 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 3.417 | 200 | ||||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 7.060 | 62,30 | 413 | 61,96 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 73.041 | 4.276 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 129.283 | 27,16 | 7.568 | 26,77 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 513.824 | 8,01 | 30.079 | 7,66 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 62.605 | 253,24 | 3.665 | 252,31 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 36.837 | 31,83 | 2.156 | 31,38 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 143.994 | 5,06 | 8.429 | 4,72 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 332.808 | 3,89 | 19.483 | 3,55 | ||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 240.856 | 6,15 | 14.100 | 5,81 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 769.442 | 59,47 | 45.043 | 58,95 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 186.747 | 0,44 | 11 | 0,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 18.850 | 6,44 | 1.103 | 6,06 | ||||
| 2026-04-22 | 13F | Vicus Capital | 7.112 | 0,61 | 416 | 0,24 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 9.810 | 81,87 | 574 | 81,65 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 22.853 | 29,45 | 1.342 | 29,29 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 21.973 | 0,58 | 1.286 | 0,23 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 1.000 | 0 | ||||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 8.920 | 158,40 | 522 | 158,42 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 106.196 | 11,94 | 6.237 | 11,70 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 11.781 | 352,59 | 690 | 353,29 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7.680 | 110,47 | 450 | 109,81 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 8.267 | 10,30 | 484 | 9,77 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 25.265 | 9,24 | 1.479 | 8,91 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 27.734 | 1.622 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 563.005 | 7,49 | 32.958 | 7,15 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 237.279 | 2,79 | 13.890 | 2,46 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 14.982 | 3,47 | 877 | 3,18 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 492 | 1.792,31 | 29 | 2.700,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 28.301 | 329,13 | 1.657 | 327,91 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 393.038 | 18,40 | 23.008 | 17,78 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 163.652 | 34,52 | 9.580 | 34,08 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 21.070 | 1,06 | 1.233 | 0,74 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 315.443 | 13,08 | 18.466 | 12,72 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2.033 | 119 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 598.351 | 35.027 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 7.463 | 8,02 | 437 | 7,65 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 281.653 | 13,25 | 16.488 | 12,81 | ||||
| 2026-04-28 | 13F | Titan Investment Management LLC | 61.635 | 7,97 | 3.608 | 7,64 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 60.074 | 20,74 | 3.517 | 20,33 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 281.084 | 172,36 | 16.455 | 171,47 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 408.628 | 32,01 | 23.921 | 31,59 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 7.698 | 451 | ||||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 586.072 | 1,51 | 34 | 3,03 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 7.064 | 68,87 | 414 | 68,57 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 21.848 | 19,03 | 1.279 | 18,66 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 247.720 | 105,79 | 14.502 | 105,14 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 64.105 | 1,83 | 3.753 | 1,49 | ||||
| 2026-04-24 | 13F | United Community Bank | 20.537 | 1.202 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 14.562 | 852 | ||||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 173.730 | 8,48 | 10.170 | 8,13 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 542.459 | 62,14 | 32 | 63,16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 27.795.731 | 16,94 | 1.627.162 | 16,56 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 346.364 | 4,56 | 20.207 | 3,86 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 537.841 | 31.485 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 21.942 | 0,92 | 1.285 | 128.300,00 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 478.050 | 4,28 | 27.985 | 3,94 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 22.830 | 0,49 | 1.336 | 0,15 | ||||
| 2026-05-04 | 13F | Prodigy Asset Management LLC | 4.269 | 250 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 732.573 | 42.885 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 26.069 | 10,41 | 1.526 | 10,10 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 50.210 | 2,11 | 2.939 | 1,80 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 577 | -2,86 | ||||||
| 2026-05-14 | 13F | Rbo & Co Llc | 14.091 | 825 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 5.599 | 3,74 | 328 | 3,48 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 283.584 | 0,47 | 16.601 | 0,14 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 3.092.443 | 179.172,06 | 181.032 | 179.138,61 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 3.500 | 12,43 | 205 | 12,09 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 1.189 | 70 | ||||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 216.690 | 6,92 | 12.685 | 6,58 | ||||
| 2026-05-14 | 13F | Betterment LLC | 114.733 | 36,95 | 7 | 50,00 | ||||
| 2026-04-23 | 13F | Simmons Bank | 3.695 | 216 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 86 | 5 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 29.247 | 204,91 | 1.712 | 204,09 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 46.822 | 131,63 | 2.741 | 130,83 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 8.476 | 40,84 | 496 | 40,51 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.885.493 | 6,79 | 110.377 | 6,45 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1.600 | 0,06 | 94 | 0,00 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 4.856 | 284 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 85.950 | 19,32 | 5.032 | 18,94 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 26.702 | 4,11 | 1.563 | 3,78 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 227.412 | 13 | ||||||
| 2026-04-08 | 13F | Grove Bank & Trust | 308.180 | 96.206,25 | 18.041 | 100.122,22 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 12.540 | 11,60 | 734 | 11,38 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 11.674 | 1,84 | 683 | 1,49 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 17.919 | 0,52 | 1.049 | 0,29 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 161.013 | 4,65 | 9.394 | 3,96 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 55.775 | 74,05 | 3.265 | 73,49 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 14.617 | 0,05 | 1 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 2.240.609 | 13,47 | 131.165 | 13,11 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 79.357 | 6,70 | 4.646 | 6,37 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 4.635 | 8,17 | 271 | 7,97 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 187.955 | 13,31 | 11.003 | 12,95 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 57.798 | 14,04 | 3.383 | 13,68 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 582.508 | 10,04 | 34.100 | 9,69 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 11.706 | 0,39 | 685 | 0,15 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 69.436 | 415,75 | 4.065 | 414,43 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 570 | 50,79 | 33 | 50,00 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 300.706 | 27,08 | 17.603 | 26,68 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 70.329 | 8,82 | 4.117 | 8,48 | ||||
| 2026-05-05 | 13F | UBS Group AG | 6.384.245 | 153,81 | 373.734 | 152,99 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 42.931 | 15,02 | 2.513 | 14,64 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 4.613 | 5,25 | 270 | 5,06 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 3.654 | 214 | ||||||
| 2026-02-17 | 13F | Dauntless Investment Group, LLC | 0 | 0 | ||||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 4.596 | 269 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 97.917 | 165,34 | 5.732 | 164,51 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 6.619 | 387 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 6.821 | 0,26 | 0 | |||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 220.758 | 27,29 | 12.923 | 26,88 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 503.543 | 8,96 | 29.452 | 8,47 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 5.394 | 0,02 | 316 | -0,32 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 109.376 | 11,95 | 6.381 | 11,19 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.521 | 89 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 35.648 | 35,01 | 2.087 | 34,58 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 7.564 | 2,47 | 443 | 2,08 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 47.217 | 143,55 | 2.764 | 276.300,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 5.512 | 20,09 | 323 | 19,70 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 24.489 | 1.434 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5.265.965 | 9,01 | 308.270 | 8,65 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 160.879 | 66,27 | 9.418 | 65,73 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 637.238 | 9,42 | 37.304 | 9,07 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 31.464 | 3,45 | 1.842 | 3,08 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 102.680 | 1,40 | 6.011 | 1,06 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 35.493 | 2 | ||||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 13.202 | 773 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 16.348 | 957 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 5.605 | 328 | ||||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 336.255 | 108,50 | 19.684 | 107,83 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 110.103 | 21,58 | 6.445 | 21,19 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 16.402 | 4,16 | 963 | 4,00 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 149.217 | 71,60 | 8.735 | 71,07 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 3.856 | 77,21 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 620.644 | 1,98 | 36.332 | 1,65 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 99.262 | 1,52 | 5.811 | 1,18 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 608.248 | 2,56 | 35.607 | 2,23 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 39.035 | 24,51 | 2.285 | 24,12 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 146.246 | 13,48 | 8.561 | 13,12 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 145 | 8 | ||||||
| 2026-04-13 | 13F | Cordant, Inc. | 482.982 | 3,08 | 28.274 | 2,74 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 10.582 | 3,44 | 619 | 3,17 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 15.152 | 887 | ||||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 13.139 | 0,51 | 769 | 0,26 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 595.609 | 2,72 | 34.867 | 2,39 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 1.419 | 83 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 67.258 | 18,94 | 3.937 | 18,55 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 9.714 | 20,85 | 569 | 20,34 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 407.510 | 10,60 | 23.856 | 10,25 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 142.722 | 1,33 | 8.355 | 1,00 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 36.958 | 10,86 | 2.164 | 10,47 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 283.248 | 5,02 | 16.581 | 4,68 | ||||
| 2026-04-10 | 13F | Novem Group | 189.693 | 11.105 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 162.479 | 5,35 | 9.512 | 5,01 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 22.694 | 32,99 | 1.328 | 32,53 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 608.779 | 0,07 | 35.638 | -0,25 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 103.512 | 3,30 | 6.060 | 2,96 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 1.227.277 | 28,71 | 71.845 | 28,29 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 200 | 12 | ||||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 14.773 | 4,72 | 862 | 3,99 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 1.205.223 | 10,26 | 70.554 | 9,91 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 29.741 | 1.741 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2.126.368 | 4,91 | 124 | 4,20 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 935.053 | 26.441,39 | 54.738 | 26.471,84 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 86.555 | 193,59 | 5.067 | 192,66 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4.981 | 52,14 | 292 | 52,36 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 4.081 | 239 | ||||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 15.457 | 13,25 | 905 | 12,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 117.873 | 10,61 | 6.900 | 10,26 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 128.713 | 9,04 | 7.535 | 8,68 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 9.282 | 0,83 | 543 | 0,56 | ||||
| 2026-05-15 | 13F | Wit, Llc | 1.189.666 | 69.643 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 36.667 | 2.147 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 97.232 | 38,39 | 5.692 | 37,93 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 38.295 | 0,35 | 2.242 | 0,00 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 21.249 | 12,88 | 1.244 | 12,49 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 11.310 | 662 | ||||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 104.600 | 6.143 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 168.711 | 7,76 | 9.875 | 7,40 | ||||
| 2026-05-08 | 13F | Miller Investment Management, LP | 1.673.914 | 12,84 | 97.991 | 12,48 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 71.749 | 1,07 | 4.200 | 0,74 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 22.608 | 27,69 | 1.321 | 27,05 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 42.600 | 12,77 | 2.494 | 12,40 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 248.915 | 2,76 | 14.571 | 2,43 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 263.468 | 2,40 | 15.423 | 2,06 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 43.219 | 59,69 | 2.530 | 59,22 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4.867.688 | 2,86 | 284.954 | 2,53 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 17.374 | 50,28 | 1.017 | 50,00 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 40.670 | 2.381 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 431.303 | 6,79 | 25.283 | 6,51 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.442.644 | 10,53 | 84.452 | 10,17 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 260.320 | 5,30 | 15.239 | 4,97 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 22.263 | 3.802 | 33,22 | |||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 18.713 | 2,93 | 1.095 | 2,62 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 387.737 | 22.710 | ||||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 17.326 | 1.015 | ||||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 1.537.458 | 42,53 | 90.003 | 42,07 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3.472 | 6,80 | 203 | 6,84 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 163.315 | 4,84 | 9.560 | 4,46 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 19.455 | 12,66 | 1.139 | 12,33 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 4.129 | 3,12 | 242 | 2,55 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 275.917 | 11,82 | 16.205 | 115.642,86 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 136.645 | 7.999 | ||||||
| 2026-05-12 | 13F | Channel Wealth Llc | 8.659 | 507 | ||||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 690.209 | 1,13 | 40.405 | 0,81 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 43.761 | 177,67 | 3 | |||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 145.157 | 5,45 | 8.497 | 5,11 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 57.273 | 20,95 | 3.353 | 20,53 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 6.861 | 5,95 | 402 | 5,53 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 52.295 | 93,72 | 3.061 | 93,12 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 3.462 | 203 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 16.752 | 981 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 688.684 | 9,66 | 40.446 | 9,43 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 53.041 | 2,97 | 3.105 | 2,64 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 42.928 | 281,31 | 2.509 | 279,43 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 15.016 | 0,01 | 879 | -0,23 | ||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 142.622 | 4,09 | 8.349 | 3,75 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 131.739 | 95,40 | 7.712 | 94,80 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 155.582 | 1.060,97 | 9.100 | 1.056,29 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 148.484 | 3,13 | 8.692 | 2,80 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1.324.856 | 4,64 | 78 | 4,05 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 118.934 | 39,35 | 6.962 | 38,91 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 12.018 | 703 | ||||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 11.036 | 0,47 | 646 | 0,16 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 60.732 | 0,23 | 3.555 | -0,08 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 5.644 | 1,29 | 330 | 0,92 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 5.100.961 | 34,18 | 298.610 | 33,74 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 511.047 | 2,04 | 29.917 | 1,71 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 3.431 | 201 | ||||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 62.627 | 49,38 | 3.666 | 48,90 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 10.446 | 1,55 | 611 | 1,16 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.007.296 | 7,94 | 58.967 | 7,59 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 1.673.967 | 39,25 | 97.994 | 38,81 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 740.507 | 43.349 | ||||||
| 2026-05-04 | 13F | Arena Capital Advisors, LLC- CA | 30.000 | 1.756 | ||||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 1.331.529 | 2,23 | 77.948 | 1,89 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 122.532 | 7,33 | 7.173 | 6,98 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 3.772 | 222 | ||||||
| 2026-04-21 | 13F | Drum Hill Capital, LLC | 255.127 | 8,37 | 14.935 | 8,03 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 5.000 | 293 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 27.147 | 1.582 | ||||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 5.677 | 9,05 | 332 | 8,85 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 266.677 | 1,69 | 15.611 | 1,31 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 11.460 | 19,21 | 671 | 18,79 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 7.865 | 460 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 949 | 1.029,76 | 56 | 1.275,00 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 9.193 | 538 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 6.488 | 0,20 | 380 | -0,26 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 80.957 | 14,29 | 5 | 0,00 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 605.958 | 8,62 | 35.473 | 8,17 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 166.721 | 1.054,18 | 9.729 | 1.047,29 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 338.906 | 285,67 | 19.840 | 284,25 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 48.716 | 37,24 | 2.861 | 40,94 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 842.298 | 4,50 | 49.308 | 4,16 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 866.281 | 6,42 | 50.712 | 6,08 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 112.535 | 4,24 | 6.575 | 3,64 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 4.135 | 1,60 | 0 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.755 | 593,68 | 103 | 628,57 | ||||
| 2026-05-08 | 13F | Bokf, Na | 317.287 | 21,30 | 18.574 | 20,91 | ||||
| 2026-04-28 | 13F | O'Domhnaill Enterprises, Inc. | 251.145 | 210,00 | 14.702 | 209,00 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 12.424 | 13,76 | 727 | 13,42 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 3.974 | 33,62 | 233 | 33,33 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 4.863 | 17,46 | 0 | |||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 43.961 | 2.573 | ||||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 2.917.104 | 0,59 | 170.767 | 0,27 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 233.326 | 2,31 | 13.659 | 1,97 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.140.697 | 1.192,08 | 66.776 | 1.188,12 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 92.175 | 5,16 | 5.396 | 4,80 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 56.030 | 6,03 | 3.280 | 5,67 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 130.677 | 0,91 | 7.650 | 0,58 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 12.571 | 508,18 | 736 | 507,44 | ||||
| 2026-05-11 | 13F | Eddie Patel Inc | 3.640 | 213 | ||||||
| 2026-05-11 | 13F | American Money Management, LLC | 696.632 | 3,51 | 40.781 | 3,17 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 74.708 | 2,23 | 4.373 | 1,91 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 336.662 | 11,28 | 19.708 | 10,92 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.635 | 96 | -1,04 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 404.601 | 774,87 | 23.605 | 769,11 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 111.571 | 36,67 | 6.531 | 36,23 | ||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 231.568 | 36,72 | 13.556 | 36,28 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 10.154.088 | 13,34 | 594.420 | 12,98 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13.474 | 69,46 | 789 | 69,10 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 138.179 | 1,50 | 8.089 | 1,18 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 106.186 | 5,97 | 6.185 | 5,12 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 10.213 | 10,32 | 598 | 9,94 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 528.993 | 1,14 | 30.967 | 0,81 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 15.412 | 9,06 | 902 | 8,67 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 12.900 | 16,22 | 755 | 15,98 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 33.631 | 6,90 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 48.017 | 9,59 | 2.811 | 9,21 | ||||
| 2026-04-29 | 13F | Impact Investors, Inc | 76.389 | 24,55 | 4.472 | 24,16 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 54.687 | 7,67 | 3.201 | 7,34 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 1.009.460 | 6,35 | 59.094 | 6,01 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 37.293 | 4,71 | 2.183 | 4,40 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 554 | 12,15 | 32 | 10,34 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 835 | 0,24 | 49 | 0,00 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 12.120 | 0,61 | 1 | |||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 34.798 | 65,84 | 2.031 | 61,06 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.480.376 | 27,99 | 262.281 | 27,57 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 232.809 | 85,23 | 13.629 | 84,64 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 969.208 | 11,20 | 56.737 | 10,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 74.313 | 38,25 | 4.350 | 37,83 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 231 | 14 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.066.826 | 25,27 | 238.072 | 24,87 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6.887 | 16,02 | 403 | 15,80 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 1.061.040 | 2,84 | 62.113 | 2,50 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 67.888 | 108,80 | 4 | 200,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 271.647 | 21,72 | 15.913 | 21,42 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 12.853 | 63,36 | 752 | 62,77 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1.869 | 3,32 | 109 | 2,83 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 126.720 | 6,22 | 7.418 | 5,88 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 17.508 | 1.025 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 34 | 2 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 12.655 | 20,44 | 741 | 19,94 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 2.434.252 | 175,07 | 142.501 | 174,18 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 11.413 | 13,68 | 668 | 13,41 | ||||
| 2026-01-29 | 13F | Comerica Bank | 159.545 | 9,92 | 9.370 | 9,69 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 89.380 | 26,10 | 5.232 | 25,71 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 1.051.879 | 10,75 | 61.577 | 10,39 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 6.813 | 399 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 8.586 | 0,81 | 503 | 0,40 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 11.408 | 4,81 | 666 | 4,23 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 14.332 | 0,87 | 839 | 0,60 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 26.466 | 28,64 | 1.549 | 28,23 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 89.762 | 23,00 | 5.255 | 22,59 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 12.547 | 0,71 | 737 | 0,41 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 151.684 | 14,54 | 8.880 | 14,17 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 390.454 | 24,09 | 22.857 | 23,69 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 3.481 | 204 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 723.029 | 6,55 | 42.323 | 6,20 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 23.081 | 2,30 | 1.351 | 1,96 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 247.517 | 14.490 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 763.790 | 44.712 | ||||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 10.140 | 5,56 | 594 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 778 | 46 | ||||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 172.480 | 1,00 | 10.097 | 0,68 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 17.887 | 86,89 | 1 | |||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 40.582 | 2.376 | ||||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 7.333 | 10,90 | 429 | 10,57 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 24.640 | 4,36 | 1.442 | 4,04 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 11.529.094 | 10,80 | 674.913 | 10,45 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 56.015 | 6,33 | 3.276 | 5,92 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93.067 | 81,24 | 5.448 | 80,70 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 279.896 | 10,12 | 16.385 | 9,77 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 18.363 | 105,20 | 1.075 | 104,57 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 11.869 | 695 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 630.940 | 2,87 | 36.935 | 2,54 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 11.765 | 0,46 | 689 | 0,15 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 27.819 | 79,28 | 1.629 | 78,70 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 202.018 | 0,29 | 11.826 | -0,03 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 15.670 | 917 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 864.813 | 6,13 | 50.626 | 5,78 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 32.473 | 15,14 | 1.898 | 14,55 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12.978 | 760 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 27.982 | 526,28 | 1.638 | 525,19 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 144.490 | 41,12 | 8.458 | 40,66 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 11.043 | 646 | ||||||
| 2026-05-11 | 13F | Camden Capital, LLC | 20.539 | 1.202 | ||||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 3.975 | 233 | ||||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 11.675 | 14,88 | 683 | 14,41 | ||||
| 2026-04-30 | 13F | Vertex Investment Solutions Co., Ltd. | 403.700 | 139,58 | 23.624 | 138,69 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 5.899 | 51,72 | 345 | 51,32 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 23.944 | 6,79 | 1.402 | 6,46 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.372.846 | 613,80 | 80.628 | 612,39 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 83.316 | 3,07 | 4.859 | 2,25 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 9.818 | 0,39 | 577 | 0,35 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 27.306 | 119,86 | 1.599 | 119,20 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 40.298 | 12,84 | 2.359 | 12,49 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 76.926 | 17,22 | 4.503 | 16,84 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 3.500 | 205 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 28.569 | 13,48 | 1.672 | 13,13 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 25.432 | 1.489 | ||||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 186.607 | 9,45 | 11 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 290.817 | 15,33 | 16.987 | 14,70 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 4.005 | 0 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 281.405 | 4.337,16 | 16.473 | 4.328,23 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 19.586 | 2,53 | 1.147 | 2,23 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 261.409 | 15.303 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 93.920 | 9,68 | 5.498 | 9,33 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 243.960 | 3,63 | 14.281 | 3,29 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 46.250 | 4,46 | 2.707 | 4,12 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 19.097 | 7,24 | 1.118 | 6,89 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 21.638 | 26,59 | 1.267 | 26,22 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 930 | 55 | -96,61 | |||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 5.774 | 49,70 | 336 | 48,67 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 172.587 | 1,65 | 10.103 | 1,32 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 27 | 2 | ||||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 21.948 | 42,66 | 1.285 | 42,19 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 8.958 | 3,39 | 524 | 3,15 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 786 | 0,26 | 46 | 0,00 | ||||
| 2026-05-11 | 13F | Jasper Ridge Partners, L.P. | 25.523 | 1.494 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10.409 | 609 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 4.810 | 3,75 | 281 | 2,56 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 7.055 | 461,26 | 413 | 465,75 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 2.600 | 186,03 | 152 | 186,79 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 27.659 | 12,86 | 1.619 | 12,51 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 119.020 | 6.967 | ||||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 100.200 | 5.866 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 1.135.860 | 805,54 | 66.493 | 802,70 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 25.571 | 1,09 | 1.497 | 0,74 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 157.323 | 31,85 | 9.210 | 31,43 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 76.849 | 1,61 | 4.499 | 1,28 | ||||
| 2026-05-12 | 13F | CBM Financial, LLC | 76.545 | 3,63 | 4.483 | 3,15 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17.894 | 44,36 | 1.051 | 44,03 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 17.992 | 13,66 | 1.053 | 13,35 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 25.590 | 5,48 | 1.497 | 4,98 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 7.669 | 80,11 | 449 | 79,20 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 297.186 | 28,08 | 17.397 | 27,67 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 3.836 | 4,10 | 225 | 3,70 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 88.340 | 0,16 | 5.171 | -0,15 | ||||
| 2026-05-06 | 13F | AXS Investments LLC | 41.147 | 53,57 | 2.409 | 53,08 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 473.855 | 8,85 | 24.330 | 8,79 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 133.429 | 166,17 | 7.811 | 165,29 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 483 | 0,42 | 28 | 0,00 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 19.652 | 19,62 | 1.150 | 19,29 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 46.348 | 29,67 | 2.713 | 29,25 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 144.610 | 18,14 | 8.436 | 17,35 | ||||
| 2026-04-07 | 13F | Eastern Bank | 9.145 | 8,11 | 535 | 7,86 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 78.751 | 5,57 | 4.610 | 5,23 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 44.158 | 3,45 | 2.585 | 3,15 | ||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 71.569 | 3,91 | 4.190 | 3,59 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 88.069 | 7,06 | 5.156 | 6,71 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 35.916 | 247,45 | 2.090 | 244,15 | ||||
| 2026-04-29 | 13F | OneAscent Investment Solutions LLC | 95.342 | 7,45 | 5.581 | 7,12 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 59.794 | 139,82 | 3.512 | 139,33 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 9.016 | 528 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4.134 | 242 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 122.407 | 114,93 | 7.166 | 114,26 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 66.790 | 23,20 | 3.910 | 22,81 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 11.027 | 646 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 76.798 | 4.496 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 7.023 | 412 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 37.820 | 1,25 | 2.214 | 0,91 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 84.193 | 4,20 | 4.929 | 3,86 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 4.200 | 246 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 11.898 | 5,70 | 697 | 5,30 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 6.305 | 6.984,27 | 369 | 7.280,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 7.109 | 4,51 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 7.675 | 6,58 | 449 | 6,40 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 138.845 | 2,95 | 8.128 | 2,61 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 28.301 | 329,13 | 1.657 | 327,91 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 6.714 | 25,38 | 393 | 25,16 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 47.625 | 122,59 | 2.788 | 121,89 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 21.519 | 1.260 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 25.951 | 0,02 | 1.519 | -0,26 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 101.024 | 4,54 | 5.854 | 2,88 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 82 | 5 | ||||||
| 2026-04-29 | 13F | Addison Capital Co | 32.580 | 1.907 | ||||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 46.210 | 3 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 87.659 | 4,01 | 5.125 | 3,56 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 6.799 | 0,40 | 398 | 0,25 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 3.882 | 0,80 | 227 | 0,44 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 14.965 | 879 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 427.387 | 198,24 | 25.019 | 197,28 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 189.901 | 38,46 | 11.117 | 38,00 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 6.155 | 7,76 | 360 | 7,46 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9.055 | 35,21 | 530 | 34,86 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 9.287 | 70,81 | 544 | 70,22 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 10.932 | 211,19 | 640 | 210,19 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 7.351 | 430 | ||||||
| 2026-05-14 | 13F | Jump Financial, LLC | 85.219 | 11,03 | 4.989 | 10,67 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 40.491 | 39,54 | 2.370 | 39,08 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 45.110 | 3,25 | 2.641 | 2,88 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 154 | 9 | ||||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 55.318 | 2,59 | 3.238 | 2,27 | ||||
| 2026-05-13 | 13F | Donoghue Forlines LLC | 119.000 | 6.966 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4.920 | 15,17 | 288 | 14,80 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 218.505 | 3,47 | 12.791 | 3,14 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 15.335 | 898 | ||||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 639.260 | 3,14 | 37.422 | 2,80 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 838.252 | 2,70 | 49.071 | 2,37 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 51.830.651 | 17,07 | 3.031.575 | 16,59 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 12.886 | 26,72 | 754 | 26,30 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 191.466 | 24,27 | 11.208 | 23,87 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 76.806 | 10,45 | 4.496 | 10,09 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 28.495 | 73,76 | 1.668 | |||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4.563 | 5,65 | 267 | 5,53 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 397.844 | 11,20 | 23.290 | 10,84 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 50.103 | 105,32 | 2.933 | 104,68 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 8.826 | 4,75 | 517 | 4,45 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 6.339 | 39,66 | 370 | 38,72 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 62.636 | 78,98 | 3.667 | 78,39 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.481.150 | 10,10 | 145.247 | 9,74 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 8.596 | 503 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1.547 | 490,46 | 91 | 500,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 305 | 18 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 186.244 | 3,14 | 10.903 | 2,81 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.779.808 | 8,88 | 162.730 | 8,53 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.736.049 | 15,67 | 101.628 | 15,30 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 9.870 | 19,15 | 578 | 18,72 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 851.443 | 3,36 | 49.843 | 3,03 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 47.959 | 27,61 | 2.808 | 27,88 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 77.571 | 7,31 | 4.541 | 6,97 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 12.763 | 17,31 | 747 | 17,08 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 190.042 | 7,95 | 11.087 | 7,23 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 66.335 | 4,59 | 3.883 | 4,27 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 6.099 | 0,49 | 357 | 0,28 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 225.571 | 13.205 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 237 | 14 | ||||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 41.325 | 2,40 | 2.419 | 2,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.600.561 | 5,20 | 210.777 | 4,86 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 36.914 | 2.161 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 980 | 85,96 | 57 | 90,00 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 24.048 | 22,70 | 1.408 | 22,24 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 310.265 | 1.410,25 | 18.163 | 1.405,97 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 97.445 | 5.704 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 11.626 | 26,01 | 681 | 25,69 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 7.222 | 75,46 | 423 | 75,10 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 11.201 | 259,70 | 656 | 259,89 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 325.461 | 2,31 | 19.052 | 1,98 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 164.293 | 1,78 | 9.618 | 1,46 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 515.464 | 3,93 | 30.175 | 3,59 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 1.644.677 | 58,10 | 96.279 | 57,59 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 19.628 | 1.148 | ||||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 89.870 | 10,74 | 5.261 | 10,39 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 19.637 | 0,01 | 1.150 | -0,43 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13.529 | 7,62 | 792 | 7,18 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 214 | 58,52 | 13 | |||||
| 2026-05-05 | 13F | Eukles Asset Management | 359 | 40,78 | 21 | 50,00 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 24.773 | 67,33 | 1.450 | 66,86 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4.493 | 1,22 | 263 | 1,15 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 403 | |||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 5.168 | 303 | ||||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 81.164 | 6,11 | 4.751 | 5,77 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 475.156 | 5,45 | 27.816 | 5,11 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 403.990 | 7.736 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 444.000 | 25.992 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 193.266 | 3,81 | 11.314 | 3,48 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.902 | 111 | ||||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 29.429 | 1.723 | ||||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 70.192 | 221,41 | 4.109 | 220,51 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 11.148 | 1,96 | 653 | 1,56 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4.760 | 6,77 | 279 | 6,51 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 7.571 | 0,61 | 443 | 0,45 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 589.560 | 10,50 | 34.513 | 10,11 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 294.424 | 8,04 | 17.236 | 7,69 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 69.271 | 3,72 | 4.055 | 3,39 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 1.965 | 115 | ||||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 4.170 | 10,17 | 244 | 9,91 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 9.508 | 99,41 | 557 | 98,57 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 14.982 | 18,26 | 877 | 17,88 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 184.229 | 3,38 | 10.785 | 3,05 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 40.017 | 2.343 | ||||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 4.760 | 4,32 | 279 | 4,12 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 12.245 | 12,61 | 719 | 12,52 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 29.339 | 20,91 | 1.718 | 20,49 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 661.171 | 22,87 | 38.705 | 22,47 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 15.439 | 9,31 | 904 | 8,93 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 819 | 0,49 | 48 | 0,00 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 143.987 | 1,91 | 8.429 | 1,58 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 6.279 | 368 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 476 | 28 | ||||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 253.161 | 0,42 | 14.820 | 0,09 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.767.504 | 20,59 | 103.472 | 20,19 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 84.988 | 0,28 | 4.975 | -0,04 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 11.199 | 656 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 19.381 | 8,70 | 1.135 | 8,31 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 7.913 | 11,64 | 466 | 11,78 | ||||
| 2026-05-15 | 13F | Fmr Llc | 20.701 | 37,71 | 1.212 | 37,30 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 0 | -100,00 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 541.322 | 316.462,57 | 31.689 | 316.780,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 568.535 | 4,97 | 33.282 | 4,63 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 499.633 | 0,16 | 29.249 | -0,16 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.686.535 | 51,37 | 332.890 | 50,88 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 9.867 | 25,06 | 578 | 24,62 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 9.991 | 53,42 | 585 | 52,88 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 39.188 | 10,43 | 2.294 | 10,08 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 4.179 | 245 | ||||||
| 2026-04-23 | 13F | American National Bank | 27.681 | 13,74 | 1.620 | 13,37 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 27.930 | 34,18 | 1.635 | 33,80 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 540.895 | 5,11 | 31.664 | 4,77 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 15.974 | 935 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1.194 | 0,17 | 70 | -1,43 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.028.572 | 917,43 | 60.213 | 914,18 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 3.804 | 7,58 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 473.656 | 7,24 | 28 | 8,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 176.228 | 3,49 | 10.316 | 3,16 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 167 | -0,60 | ||||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 9.574 | 11,96 | 560 | 11,55 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 54.211 | 198,29 | 3.173 | 197,38 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 25.246 | 0,61 | 1.478 | 0,27 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6.953 | 9,43 | 408 | 9,38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 166.809 | 33.062,82 | 9.765 | 33.568,97 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 166.561 | 51,22 | 9.750 | 50,74 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 7.533 | 71,63 | 441 | 71,21 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1.083 | 0,74 | 63 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 8.786.540 | 60,69 | 514.364 | 60,17 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 650.445 | 61,31 | 38.077 | 60,78 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 50.756 | 26,14 | 2.971 | 25,73 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 5.185 | 304 | ||||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 4.685 | 29,13 | 274 | 28,64 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 671 | 106,46 | 39 | 105,26 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 19.028 | 4,42 | 1.114 | 4,02 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 304.191 | 21,58 | 17.807 | 21,19 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 9.647 | 565 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 75.630 | 81,05 | 4.427 | 80,47 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 8.877 | 0,99 | 439 | -15,28 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 947 | 55 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2.437.710 | 9,12 | 142.659 | 8,73 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.150.169 | 3,92 | 67.331 | 3,59 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 276.249 | 4,27 | 16.172 | 3,93 | ||||
| 2026-05-06 | 13F | Kitching Partners, Llc | 20.043 | 30,92 | 1.173 | 30,48 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 153.357 | 1.896,32 | 8.977 | 1.890,47 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 191.120 | 5,52 | 11.188 | 5,18 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 282.707 | 7,27 | 16.550 | 6,92 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 2.070.258 | 15,49 | 121.193 | 15,12 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 3.611 | 211 | ||||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 385.252 | 0,78 | 22.553 | 0,46 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 29.968 | 13,36 | 1.754 | 13,02 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 5.297 | 4.427,35 | 310 | -20,51 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 20.584 | 1,54 | 1.205 | 1,18 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 21.286 | 7,12 | 1.246 | 6,77 | ||||
| 2026-04-29 | 13F | Burney Co/ | 62.831 | 54,42 | 3.678 | 53,96 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 4.663 | 273 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 12.986 | 25,07 | 760 | 24,39 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 275 | 16 |
