0LMO - Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF Ações - Preço das Ações, Propriedade Institucional, Acionistas

Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GB ˙ LSE ˙ US9220427754
Estatísticas Básicas
Proprietários Institucionais 1586 total, 1583 long only, 1 short only, 2 long/short - change of 4.34% MRQ
Alocação Média no Portfólio 0.8428 % - change of -1.81% MRQ
Ações Institucionais (Longas) 374,282,104 (ex 13D/G) - change of 20.90MM shares 5.91% MRQ
Valor Institucional (Longa) $ 27,315,439 USD ($1000)
Propriedade Institucional e Acionistas

Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF (GB:0LMO) tem 1586 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 374,282,104 ações. Os maiores acionistas incluem Bank Of America Corp /de/, Morgan Stanley, Northern Trust Corp, Envestnet Asset Management Inc, Sanders Capital, LLC, Wells Fargo & Company/mn, UBS Group AG, Pnc Financial Services Group, Inc., BKD Wealth Advisors, LLC, and Raymond James Financial Inc .

Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF (LSE:0LMO) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

Pontuação do Sentimento do Fundo

A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.

Frequência de Atualização: Diariamente

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Arquivamentos 13F e NPORT

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-04-28 13F Stratos Wealth Partners, LTD. 57,058 6.00 4,285 8.23
2026-04-28 13F Probity Advisors, Inc. 11,138 -9.90 836 -8.03
2026-04-07 13F Heartwood Wealth Advisors LLC 3,118 234
2026-04-24 13F Luminist Capital LLC 0 -100.00 0
2026-05-15 13F Fiduciary Trust Co 63,156 -1.28 4,743 0.81
2026-05-13 13F Elm Partners Management LLC 19,868 116.85 1,445 114.71
2026-01-29 13F Vanguard Group Inc 3,921,637 -1.45 288,475 1.58
2026-02-12 13F Litman Gregory Asset Management LLC 27,737 -0.17 2,040 2.93
2026-04-16 13F Sterling Investment Counsel, LLC 3,084 6.57 232 8.96
2026-05-12 13F M Holdings Securities, Inc. 896,343 -7.81 74 4.23
2026-04-21 13F Financial Planning Navigators CORP 36,269 8.73 2,724 11.01
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 224 -13.85 17 -15.79
2026-04-13 13F Chickasaw Capital Management Llc 7,500 1
2026-01-22 13F AllGen Financial Advisors, Inc. 513,639 3.39 37,783 6.57
2026-04-23 13F 3Chopt Investment Partners, LLC 71,784 1.51 5,391 3.61
2026-05-12 13F Cloud Capital Management, LLC 46,745 -2.22 4 0.00
2026-04-22 13F Truefg, Llc 4,735 -1.09 356 0.85
2026-05-06 13F World Equity Group, Inc. 4,528 0.00 340 2.10
2026-05-04 13F Hexagon Capital Partners LLC 6,699 503
2026-05-14 13F Bollard Group LLC 1,997 11.32 0
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100.00 0
2026-05-13 13F BCJ Capital Management, LLC 3,437 -88.87 258 -88.64
2026-05-12 13F Cheviot Value Management, LLC 402 0.00 30 -3.23
2026-05-11 13F Alpha Financial Advisors, LLC 0 -100.00 0
2026-05-12 13F Daybright Advisory Services, Inc. 8,645 0.15 649 2.37
2026-05-08 13F Retirement Planning Co of New England, Inc. 4,221 3.68 317 5.69
2026-04-22 13F Carroll Advisory Group, LLC 31,454 -3.28 2,362 -1.25
2026-04-29 13F CVA Family Office, LLC 7,882 0.14 592 2.25
2026-05-05 13F M3 Wealth Management, LLC 57,390 10.30 4,310 12.59
2026-04-23 13F Lazari Capital Management, Inc. 5,466 0.00 410 1.99
2026-05-07 13F Centerpoint Advisors, LLC 500 0.00 0
2026-04-30 13F Carmel Capital Partners, LLC 5,334 0.00 401 2.04
2026-05-05 13F Legacy Advisors, LLC 3,116 0.00 234 2.18
2026-01-20 13F Austin Private Wealth, LLC 6,705 -10.18 493 -7.33
2026-04-21 13F Compass Advisory Group LLC 41,204 7.87 3,094 10.15
2026-04-24 13F Cassia Capital Partners, LLC 14,973 61.19 1,124 64.57
2026-05-13 13F Lido Advisors, LLC 251,081 -7.24 18,856 -2.73
2026-04-29 13F Sageworth Trust Co 9,151 0.00 687 2.08
2026-05-11 13F Fourth Dimension Wealth, LLC 255 0.00 19 5.56
2026-04-10 13F Atala Financial Inc 2,854 0.00 217 3.83
2026-05-07 13F Richard C. Young & CO., LTD. 12,649 -0.64 950 1.39
2026-04-08 13F DiNuzzo Private Wealth, Inc. 11,595 0.00 871 2.11
2026-04-17 13F Worth Asset Management, LLC 7,175 -0.13 539 1.89
2026-04-21 13F Maseco Llp 3,120 -7.00 234 -4.88
2026-04-10 13F Capital Advantage, Inc. 6,659 2.53 500 4.82
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 3,082 0.00 231 2.21
2026-05-18 13F Hamilton Wealth, LLC 12,640 94.85 949 98.95
2026-04-09 13F VERITY Wealth Advisors 161,483 -1.24 12,127 0.83
2026-04-09 13F Peterson Wealth Advisors, LLC 4,970 0.16 373 2.19
2026-05-08 13F Burling Wealth Partners, Llc 89,032 19.95 6,686 22.48
2026-05-08 13F Valeo Financial Advisors, LLC 13,286 -8.02 998 -6.12
2026-04-29 13F Duncker Streett & Co Inc 8,417 23.49 632 26.15
2026-05-14 13F Stonebridge Capital Advisors LLC 474,757 27.19 35,654 29.85
2026-04-13 13F Richard P Slaughter Associates Inc 42,565 -3.89 3,197 -1.87
2026-05-11 13F Hamrick Investment Counsel, llc 36,136 6.60 2,714 8.82
2026-05-13 13F AE Wealth Management LLC 7,800 29.12 586 31.76
2026-04-06 13F Hall Laurie J Trustee 8,861 0.00 665 2.15
2026-05-13 13F WealthCollab, LLC 22,282 -2.31 1,673 -0.24
2026-05-14 13F Causeway Capital Management Llc 6,191 -57.26 465 -56.43
2026-04-08 13F Miracle Mile Advisors, LLC 35,193 10.56 2,643 12.90
2026-05-06 13F HighMark Wealth Management LLC 487 0.21 37 2.86
2026-05-14 13F St. Louis Trust Co 724,403 -1.21 54,403 0.86
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 47,456 -10.61 3,564 -8.76
2026-05-15 13F CSM Advisors, LLC 3,350 0.00 0
2026-04-21 13F Trevian Wealth Management LLC 12,721 -14.70 955 -12.94
2026-04-20 13F Ritholtz Wealth Management 65,461 -3.11 4,916 -1.07
2026-04-30 13F Mascoma Wealth Management LLC 839 0.00 63 3.28
2026-05-07 13F Agf Management Ltd 377,979 0.34 28,386 2.45
2026-04-28 13F Brighton Jones Llc 0 -100.00 0
2026-05-14 13F StoneX Group Inc. 39,323 12.66 2,953 15.04
2026-05-13 13F Tobias Financial Advisors, Inc. 29,950 13.42 2,249 15.81
2026-04-22 13F Avalon Advisory Group 200,400 2.28 15,050 4.43
2026-05-12 13F Werba Rubin Papier Wealth Management 3,870 5.68 291 7.81
2026-05-08 13F Resources Investment Advisors, LLC. 197,018 -20.43 14,796 -18.76
2026-04-17 13F Murphy & Mullick Capital Management Corp 1,248 25.05 94 27.40
2026-04-24 13F Livet Wealth, LLC 7,797 -0.65 586 1.39
2026-04-29 13F Axis Capital Holdings Ltd 207,150 41.53 15,557 44.49
2026-04-21 13F Compass Planning Associates Inc 182,408 7.70 13,699 9.95
2026-05-15 13F Quantinno Capital Management LP 192,211 27.14 14,435 29.81
2026-04-29 13F Advance Capital Management, Inc. 2,990 0.00 225 2.28
2026-05-15 13F Sun Financial Inc 8,928 -4.40 740 7.73
2026-05-12 13F Tannin Capital LLC 5,057 380
2026-05-08 13F Guidance Capital, Inc 4,392 -0.16 357 5.33
2026-05-04 13F Calamos Advisors LLC 9,840 739
2026-04-21 13F Sage Financial Management Group, Inc. 441,125 -0.97 33,128 1.10
2026-02-06 13F Redmont Wealth Advisors Llc 40 0.00 3 0.00
2026-04-09 13F Clarity Capital Advisors, LLC 6,676 0.15 501 2.24
2026-04-22 13F Traphagen Investment Advisors Llc 3,664 9.93 275 12.24
2026-04-28 13F Kathmere Capital Management, LLC 4,626 37.64 347 40.49
2026-05-11 13F First National Bank Of Omaha 195,581 -3.10 14,255 -4.38
2026-04-21 13F Retirement Planning Group, Llc / Ny 2,718 204
2026-04-13 13F Fiduciary Financial Group, Llc 69,569 5.86 5,225 8.07
2026-02-11 13F TruNorth Capital Management, LLC 0 -100.00 0 -100.00
2026-04-07 13F Bath Savings Trust Co 3,045 0.00 229 2.24
2026-04-22 13F Coston, McIsaac & Partners 236,130 4.61 18 6.25
2026-05-01 13F Luminvest Wealth Management LLC 467,861 1.30 35,946 5.80
2026-05-01 13F Martel Wealth Advisors Inc 8,356 0.16 628 2.28
2026-05-11 13F WFA of San Diego, LLC 20,173 -0.09 1,515 1.95
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 18,599 0.00 1,397 2.05
2026-04-27 13F Pensionmark Financial Group, Llc 12,519 19.58 940 22.08
2026-04-16 13F Westmount Partners, LLC 7,360 0.00 553 2.03
2026-05-13 13F Triumph Capital Management 4,851 766.25 364 787.80
2026-04-30 13F Financial Freedom, LLC 1,271 0.16 95 2.15
2026-04-30 13F Shakespeare Wealth Management, Inc. 0 -100.00 0
2026-04-22 13F Riverbend Wealth Management, LLC 6,763 -1.41 508 0.60
2026-05-14 13F Hazlett, Burt & Watson, Inc. 2,475 0.00 0
2026-05-15 13F Empowered Funds, LLC 8,205 10.97 616 13.44
2026-05-14 13F Northern Trust Corp 17,534,310 2.99 1,316,827 5.15
2026-05-20 13F Norris Financial Group, LLC 0 0
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 2,575 0.16 193 2.12
2026-05-15 13F Two Sigma Securities, Llc 38,377 67.24 2,882 70.84
2026-05-01 13F Monetary Solutions, Ltd 903 0.00 68 1.52
2026-05-14 13F Gladstone Institutional Advisory LLC 5,437 1.72 408 3.82
2026-05-12 13F Independent Advisor Alliance 201,882 15,161
2026-05-14 13F Regal Investment Advisors LLC 3,593 270
2026-04-30 13F Simplicity Wealth,LLC 66,174 5.69 4,970 7.90
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 75,451 6.20 5,666 8.42
2026-05-12 13F Leavell Investment Management, Inc. 40,710 12.86 3,057 15.23
2026-04-17 13F Krilogy Financial LLC 14,265 97.44 1,148 104.63
2026-05-01 13F Wealthspire Advisors, LLC 1,267,763 3.96 95,209 6.14
2026-05-13 13F Anson Capital, Inc. 9,130 -0.56 686 1.48
2026-04-21 13F GHP Investment Advisors, Inc. 1,378 0.15 104 1.98
2026-04-17 13F Hanson & Doremus Investment Management 690 263.16 0
2026-04-24 13F Boston Trust Walden Corp 7,571 2.44 569 4.60
2026-05-04 13F Cornerstone Advisory, LLC 32,021 21.90 2,405 24.43
2026-05-14 13F Trustmark National Bank Trust Department 32,835 35.26 2,466 38.10
2026-05-12 13F Hanlon Investment Management, Inc. 0 -100.00 0
2026-04-17 13F CENTRAL TRUST Co 28,880 0.16 2,169 2.22
2026-05-12 13F Motley Fool Wealth Management, LLC 0 -100.00 0
2026-05-13 13F Synergy Financial Management, LLC 35,438 24.30 2,661 26.90
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100.00 0
2026-04-22 13F Hartmann Taylor Wealth Management, LLC 113,372 3.65 8,514 5.83
2026-05-14 13F Pinnacle Financial Partners, Inc. 205,295 37.51 15,418 40.39
2026-04-23 13F Balanced Wealth Group Llc 135,689 1.39 10,190 5.83
2026-05-13 13F Avestar Capital, LLC 21,211 0.00 1,593 2.12
2026-05-13 13F Aureus Asset Management, LLC 0 -100.00 0
2026-05-14 13F Neuberger Berman Group LLC 10,335 -17.88 776 -16.11
2026-04-07 13F Agate Pass Investment Management, LLC 101,740 -1.05 7,641 1.02
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 257,145 -19.70 19 -17.39
2026-05-06 13F Modera Wealth Management, LLC 21,885 -23.44 1,644 -21.84
2026-05-15 13F NorthRock Partners, LLC 11,003 44.70 826 47.76
2026-05-07 13F Tacita Capital Inc 2,930 -12.93 220 -10.93
2026-04-29 13F SilverOak Wealth Management LLC 3,073 0.00 231 1.77
2026-04-09 13F Goelzer Investment Management, Inc. 4,451 0.00 334 2.14
2026-04-09 13F Wincap Financial Llc 6,948 3.62 522 5.68
2026-04-16 13F Sunbeam Capital Management, LLC 5,533 416
2026-05-08 13F SHP Wealth Management 9,915 -19.40 745 -17.79
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 19,745 -2.51 1,483 -0.47
2026-05-05 13F Mjp Associates Inc /adv 4,328 0.02 325 2.20
2026-04-10 13F Quaker Wealth Management, LLC 2,607 0.08 196 2.09
2026-05-15 13F Wealth Watch Advisors, INC 0 -100.00 0
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 7,672 0.00 576 2.13
2026-01-29 13F Concurrent Investment Advisors, LLC 61,508 103.20 4,525 109.44
2026-05-05 13F Journey Advisory Group, LLC 28,508 -10.15 2,141 -8.31
2026-05-07 13F TrustWell Financial Advisors, LLC 9,631 2.03 723 4.18
2026-04-08 13F WealthBridge Investment Counsel Inc. 19,786 5.02 1 0.00
2026-05-08 13F Vanguard National Trust Co 549,612 41,276
2026-04-01 13F Bangor Savings Bank 1,045 0.00 78 2.63
2026-04-24 13F Optas, LLC 327,071 0.44 24,564 2.55
2026-04-29 13F American Capital Advisory, LLC 27,188 -0.45 2,042 1.64
2026-04-15 13F Occidental Asset Management, LLC 11,859 5.33 891 7.49
2026-04-28 13F Pine Harbor Wealth Management, LLC 6,473 0.15 486 2.32
2026-05-08 13F Minot DeBlois Advisors LLC 32,412 -0.97 2,434 1.12
2026-05-12 13F Bear Mountain Capital, Inc. 1,240 0.00 101 5.26
2026-04-27 13F Sierra Summit Advisors Llc 9,189 -0.51 690 1.62
2026-05-04 13F Mosaic Advisors LLC 57,705 0.00 4,638 9.28
2026-05-22 13F Independent Wealth Advisors LLC 6,835 2.43 513 4.69
2026-04-27 13F Smith & Howard Wealth Management, LLC 14,669 -0.95 1,102 1.10
2026-05-12 13F ESG Planning 94,267 -0.01 7,079 2.08
2026-05-14 13F Synergy Investment Management, LLC 1,112 84
2026-05-15 13F Aufman Associates Inc 52,248 -1.29 3,924 0.77
2026-04-13 13F Bouchey Financial Group Ltd 8,228 0.00 650 7.44
2026-05-12 13F Tufton Capital Management 3,270 0.00 0
2026-05-01 13F Brightwater Advisory LLC 4,466 -0.58 335 1.52
2026-04-22 13F Vicus Capital 15,593 0.00 1,171 2.09
2026-05-07 13F MONECO Advisors, LLC 6,213 0.13 467 2.19
2026-04-15 13F Hartford Financial Management Inc. 137 0.00 10 0.00
2026-04-21 13F Topsail Wealth Management, LLC 644,313 -0.72 48,388 1.36
2026-04-22 13F Englebert Financial Advisers, LLC 15,553 -4.52 1,168 -2.50
2026-04-09 13F Adirondack Capital Advisors, LLC 4,034 0.15 303 2.03
2026-05-14 13F Beaumont Capital Management, LLC 54,939 -2.36 4,126 -0.34
2026-04-28 13F ORG Wealth Partners, LLC 231 52.98 17 54.55
2026-05-13 13F Boston Family Office Llc 29,121 1.68 2 0.00
2026-04-21 13F Red Tortoise LLC 16,112 0.15 1,210 2.28
2026-05-13 13F Redwood Family Wealth LLC 23,917 506.88 1,796 521.45
2026-05-12 13F Strategic Wealth Partners, Ltd. 2,721 1.68 204 4.08
2026-03-16 13F Osbon Capital Management Llc 0 -100.00 0
2026-05-12 13F Cadence Wealth Management LLC 66,097 -0.42 4,964 1.66
2026-05-14 13F Bridgewater Advisors Inc. 10,933 1.50 907 9.82
2026-04-08 13F Moulton Wealth Management, Inc 23,619 1,782
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 5,094 0.06 383 2.14
2026-05-15 13F Pinney & Scofield, Inc. 470 0.00 35 2.94
2026-04-29 13F Richmond Investment Services, LLC 110,427 -19.04 8,293 -17.34
2026-05-12 13F Tiff Advisory Services Inc 152,013 -83.36 11,416 -74.62
2026-05-07 13F Greykasell Wealth Strategies, Inc. 517 0.19 39 2.70
2026-04-17 13F Brown, Lisle/cummings, Inc. 22,755 5.57 1,709 7.76
2026-05-06 13F Bartlett & Co. Wealth Management Llc 268,687 4.93 21,525 14.27
2026-05-15 13F Vance Wealth, Inc. 5,054 -9.39 380 -7.56
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 3,121 -4.96 234 -2.90
2026-04-15 13F Radnor Capital Management, LLC 4,246 17.59 319 20.00
2026-05-14 13F Andrews Advisory Associates, LLC 15,812 0.07 1,187 2.15
2026-04-27 13F Navigate Wealth Management, LLC 38,087 3,036
2026-05-12 13F Kovack Advisors, Inc. 141,288 650.93 10,742 676.08
2026-04-17 13F LMG Wealth Partners, LLC 9,037 -2.72 679 -0.73
2026-04-21 13F Oak Wealth Advisors LLC 15,203 0.00 1,142 2.06
2026-04-24 13F Cannon Advisors, Inc. 25,007 2.88 1,878 0.91
2026-04-27 13F Koshinski Asset Management, Inc. 27,460 24.72 2,062 27.36
2026-04-13 13F Bank of New Hampshire 38,213 0.00 2,870 2.10
2026-05-07 13F Northwestern Mutual Wealth Management Co 1,120,386 12.69 84,141 15.05
2026-04-22 13F Quarry Hill Advisors, Llc 3,190 -9.58 260 0.39
2026-05-01 13F Summit Financial Strategies, Inc. 13,002 -2.49 976 -0.41
2026-04-28 13F Howe & Rusling Inc 52,520 10.96 3,944 13.30
2026-04-07 13F Signaturefd, Llc 15,166 1.23 1,139 3.27
2026-04-28 13F Family CFO Inc 28,567 -0.69 2,145 1.42
2026-05-11 13F TD Capital Management LLC 4,787 -2.03 360 0.00
2026-05-16 13F Sunbelt Securities, Inc. 89 0.00 7 0.00
2026-05-06 13F Oxford Financial Group Ltd 13,945 -0.07 1,047 2.05
2026-02-10 13F Principia Wealth Advisory, LLC 72,152 -10.98 5,307 -8.25
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 5,663 0.00 425 2.16
2026-05-13 13F Sepio Capital, LP 23,045 -11.03 1,731 -9.19
2026-05-15 13F Continental Investors Services, Inc. 24,079 -0.41 2,004 6.60
2026-05-11 13F Berkshire Asset Management Llc/pa 270,017 6.57 20,278 8.81
2026-05-13 13F River Wealth Advisors LLC 327,769 31.78 24,615 34.54
2026-05-11 13F RWM Asset Management, LLC 14,949 -2.29 1,123 -5.63
2026-04-16 13F EdgeRock Capital LLC 3,170 0.00 238 2.15
2026-02-17 13F North Capital, Inc. 0 -100.00 0
2026-04-15 13F Optivise Advisory Services LLC 3,371 0.00 253 2.43
2026-05-05 13F One Day In July LLC 11,610 -0.03 872 1.99
2026-05-01 13F Diversify Wealth Management, Llc 4,919 67.31 389 73.66
2026-05-11 13F Citigroup Inc 87,364 14.04 6,561 16.43
2026-04-22 13F apricus wealth, LLC 2,695 202
2026-04-24 13F Courage Miller Partners, LLC 5,190 -1.67 390 0.26
2026-05-13 13F Petra Financial Advisors Inc 3,410 0.06 256 2.40
2026-04-23 13F SJS Investment Consulting Inc. 106 -21.48 8 -22.22
2026-04-28 13F Golden State Wealth Management, LLC 4,579 0.28 344 2.39
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 31 0.00 2 0.00
2026-05-08 13F Stone Loft Wealth Management Llc 149,800 7.27 11,250 9.51
2026-02-05 13F Tucker Asset Management Llc 160 12
2026-05-01 13F Midwest Trust Co 31,921 20.72 2,397 23.24
2026-02-17 13F MGB Wealth Management, LLC 35,219 10.11 2,594 13.82
2026-04-21 13F Morton Capital Management LLC/CA 3,311 6.36 249 8.77
2026-05-12 13F Absolute Capital Management, LLC 73,500 34.12 5,520 36.91
2026-04-29 13F Efficient Advisors, LLC 723,486 -17.84 54,334 -16.12
2026-04-24 13F Family Investment Center, Inc. 2,992 225
2026-05-15 13F Alliancebernstein L.p. 467,878 369.26 34,417 369.28
2026-05-15 13F Clark Capital Management Group, Inc. 5,363 9.34 403 11.67
2026-04-16 13F Capital Advisors, Ltd. LLC 22,752 -2.52 2 0.00
2026-04-06 13F CX Institutional 3,534 -11.87 0
2026-05-15 13F Excelsior Advisor Network LLC 15,058 1.00 1,131 3.10
2026-05-08 13F Russell Investments Group, Ltd. 39,990 42.05 3,003 45.07
2026-05-11 13F Bailard, Inc. 540,192 -0.09 40,568 2.00
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 392,275 -1.09 29,460 0.98
2026-05-14 13F Proficio Capital Partners LLC 12,530 0.07 941 2.06
2026-04-30 13F Manske Wealth Management 13,849 0.00 1,040 2.16
2026-04-30 13F Independence Bank of Kentucky 3,089 0.00 232 1.76
2026-04-27 13F Fulton Breakefield Broenniman Llc 2,716 -1.31 204 0.50
2026-04-29 13F Rockwood Wealth Management, LLC 6,255 0.02 470 1.96
2026-05-12 13F Operose Advisors LLC 27,876 0.74 2,093 2.85
2026-04-06 13F GAMMA Investing LLC 7,548 -7.18 567 -5.35
2026-05-13 13F Mairs & Power Inc 3,178 0.00 239 2.15
2026-04-22 13F Pasadena Private Wealth, LLC 639,169 -10.92 48,002 -9.05
2026-05-06 13F CNB Bank 3,370 0.00 253 2.43
2026-05-15 13F MidFirst Bank 125 0.00 9 0.00
2026-04-17 13F Stephenson National Bank & Trust 44 0.00 3 0.00
2026-04-30 13F Manning & Napier Advisors Llc 105 0.00 8 0.00
2026-04-08 13F Fermata Advisors, LLC 50,732 140.05 3,810 145.11
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100.00 0
2026-04-21 13F Wesbanco Bank Inc 222,804 0.72 16,733 2.82
2026-05-11 13F Daymark Wealth Partners, Llc 50,971 1.10 3,828 3.21
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 365,300 -29.44 27,609 -29.61
2026-04-27 13F Qrg Capital Management, Inc. 98,280 6.09 7,381 8.31
2026-04-24 13F James Investment Research Inc 23,035 13.28 1,730 15.65
2026-05-01 13F Financial Connections Group, Inc. 254 0.00 0
2026-05-01 13F Cdkv Holdings Llc 805 0.00 60 1.69
2026-04-15 13F Cranbrook Wealth Management, LLC 7,149 -12.57 537 -10.82
2026-05-14 13F Trace Wealth Advisors, LLC 11,114 0.00 835 2.08
2026-04-10 13F Country Trust Bank 30 0.00 2 0.00
2026-04-28 13F Kanawha Capital Management Llc 31,545 -1.99 2,369 0.08
2026-04-14 13F Zrc Wealth Management, Llc 2,039 0.20 153 2.68
2026-04-16 13F MontVue Capital Management, Inc. 17,884 -3.61 1,343 -1.54
2026-04-02 13F Collective Family Office Llc 8,460 -5.58 635 -3.64
2026-04-16 13F Fiduciary Advisors, Inc. 54,119 0.15 4,064 2.26
2026-04-17 13F Berman McAleer LLC 8,935 0.00 671 2.13
2026-05-12 13F Baker Avenue Asset Management, LP 104,518 7,849
2026-05-15 13F Lazard Asset Management Llc 7,772 -46.48 436 -46.50
2026-05-15 13F Destination Wealth Management 391,607 29,410
2026-05-07 13F Rothschild Investment Llc 3,175 0.00 238 2.15
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 291,331 16.25 21,879 18.68
2026-05-07 13F Advisor OS, LLC 64,355 9.12 4,833 11.41
2026-05-14 13F Cowa, Llc 33,260 0.01 2,498 2.09
2026-05-15 13F Jones Financial Companies Lllp 3,468,500 19.97 253,068 19.00
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 30,922 25.41 2,322 28.08
2026-05-14 13F Jacobi Capital Management LLC 6,736 0.13 506 2.23
2026-05-05 13F Black Diamond Financial, LLC 75,733 5.92 5,688 8.14
2026-04-08 13F First Heartland Consultants, Inc. 43,787 15.54 3,288 17.98
2026-05-14 13F Financial Engines Advisors L.L.C. 137,339 -0.10 10,314 1.99
2026-05-12 13F TD Waterhouse Canada Inc. 89,206 85.09 6,786 91.42
2026-04-07 13F CoreCap Advisors, LLC 17,931 -4.20 1,345 -2.25
2026-05-05 13F Philadelphia Investment Partners, LLC 131 10
2026-05-15 13F Painted Porch Advisors LLC 13,441 1,009
2026-04-09 13F ASL Financial, LLC 102,068 13.14 7,665 12.90
2026-04-28 13F Core Wealth Advisors, Llc 0 -100.00 0
2026-04-28 13F Walkner Condon Financial Advisors LLC 11,453 28.28 860 31.10
2026-04-27 13F Greenleaf Trust 56,085 -4.86 4,212 -2.88
2026-05-07 13F Alta Advisers Ltd 63,036 -4.14 4,734 -2.13
2026-05-13 13F Calton & Associates, Inc. 4,869 366
2026-05-14 13F Fort Point Capital Partners LLC 7,210 0.00 541 -2.17
2026-04-16 13F BlueSky Wealth Advisors, LLC 4,190 0.00 315 1.95
2026-04-21 13F Ramiah Investment Group 63,873 4.70 4,797 6.89
2026-05-08 13F First National Advisers, LLC 3,292 0.89 247 2.92
2026-04-29 13F Cary Street Partners Financial Llc 119,587 4.14 8,981 6.31
2026-05-13 13F Keystone Financial Group 19,071 -1.22 1,432 0.85
2026-05-05 13F Cullen/frost Bankers, Inc. 721,960 -1.04 54,219 1.03
2026-05-05 13F D.a. Davidson & Co. 179,196 -10.60 13,458 -8.73
2026-05-04 13F 5th Street Advisors, LLC 528,196 3.63 39,667 5.80
2026-04-15 13F NorthAvenue LLC 241 0.00 18 5.88
2026-04-14 13F Prospera Financial Services Inc 60,055 6.52 4,511 8.75
2026-05-05 13F Woodmont Investment Counsel Llc 234,917 0.67 17,642 2.78
2026-04-29 13F Staley Capital Advisers Inc 32,015 -0.31 2,404 1.78
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,691 -6.78 578 -4.79
2026-05-08 13F Idaho Trust Bank 161,358 7.71 12,118 9.95
2026-05-12 13F Cooper/haims Advisors, Llc 3,056 -26.41 230 -24.92
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100.00 0
2026-04-22 13F JNBA Financial Advisors 54,858 -0.96 4,120 1.10
2026-05-06 13F Fidelis Capital Partners, LLC 7,030 19.35 528 21.71
2026-05-15 13F Warren Averett Asset Management, LLC 876,458 4.22 65,822 6.40
2026-04-08 13F Bill Few Associates, Inc. 15,658 5.44 1,176 7.60
2026-05-11 13F Rossby Financial, LCC 13,341 59.98 1,015 65.58
2026-05-12 13F Icon Wealth Advisors, LLC 4,024 -3.29 318 3.92
2026-05-12 13F Ruggiero Investments, Inc. 4,000 0.00 300 2.04
2026-05-12 13F Omega Financial Group, LLC 3,016 2.03 226 4.15
2026-05-08 13F Camelot Portfolios, LLC 21,895 -37.88 1,644 -36.57
2026-05-12 13F Rathbone Brothers plc 10,731 -10.30 806 -8.42
2026-04-30 13F First Horizon Corp 372,204 11.93 27,953 14.27
2026-04-08 13F Sax Wealth Advisors, Llc 15,876 0.00 1,168 0.00
2026-05-14 13F Wrenne Financial Planning LLC 565,858 3.69 42,496 5.86
2026-05-04 13F Providence First Trust Co 4,872 -10.26 366 -8.52
2026-05-06 13F Atlantic Trust, LLC 2,721 0.00 204 2.00
2026-04-13 13F Midway Capital Research & Management 945 71
2026-04-14 13F Beacon Investment Advisory Services, Inc. 36,634 -2.44 2,751 -0.40
2026-04-16 13F Aurora Private Wealth, Inc. 0 -100.00 0
2026-05-06 13F Intentional Wealth Strategies, LLC 250 19
2026-05-08 13F Steward Partners Investment Advisory, Llc 140,224 12.04 10,531 14.38
2026-04-24 13F Innova Wealth Partners 5,066 0.02 380 2.15
2026-04-08 13F Warner Financial, Inc 26,527 3.86 1,992 199,100.00
2026-04-23 13F Scissortail Wealth Management, LLC 211,226 -4.08 15,863 -2.07
2026-05-15 13F Gotham Asset Management, LLC 152,538 122.06 11,456 126.70
2026-05-15 13F Eagle Global Advisors Llc 4,375 1.16 329 3.14
2026-05-04 13F Bleakley Financial Group, LLC 46,909 0.39 3,523 2.47
2026-05-14 13F Raymond James Financial Inc 6,562,158 4.58 492,818 6.76
2026-05-07 13F Cassaday & Co Wealth Management LLC 7,961 598
2026-04-30 13F Hsbc Holdings Plc 79,799 -0.35 5,993 1.73
2026-05-05 13F Smith, Moore & Co. 10,210 50.08 767 53.20
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100.00 0
2026-04-10 13F First Bank & Trust 3,950 0.00 297 2.07
2026-04-22 13F Joel Isaacson & Co., LLC 248,724 1.03 18,679 3.15
2026-05-15 13F Quadcap Wealth Management, LLC 3,050 0.00 229 2.23
2026-01-26 13F Northwest Capital Management Inc 0 -100.00 0
2026-04-21 13F Chapin Davis, Inc. 28,752 12.51 2,159 14.90
2026-01-27 13F Meritage Portfolio Management 17,783 2.25 1,308 5.40
2026-05-15 13F AlphaCore Capital LLC 195,603 -1.20 14,690 0.87
2026-04-13 13F Cascade Investment Advisors, Inc. 13,517 1,015
2026-04-24 13F Means Investment Co., Inc. 1,264,718 -0.32 94,980 1.77
2026-04-30 13F BRYN MAWR TRUST Co 49,498 1.30 3,717 3.42
2026-04-24 13F Newton One Investments LLC 330,131 -9.96 24,793 -8.07
2026-05-04 13F Rodgers & Associates, LTD 3,894 0.00 292 2.10
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 132,561 83.12 9,955 199,000.00
2026-05-13 13F Parkside Financial Bank & Trust 4,413 0.00 331 2.16
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 347,817 6.30 26,109 7.37
2026-05-01 13F Anchor Investment Management, LLC 24,136 18.20 1,813 20.72
2026-05-13 13F Transcend Wealth Collective, Llc 23,318 -15.40 1,751 -13.62
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 192,979 -0.03 14,493 2.06
2026-05-05 13F HighTower Advisors, LLC 3,652,492 -0.79 274,303 1.29
2026-04-16 13F Petredis Investment Advisors Llc 15,400 0.00 1,157 2.12
2026-04-10 13F YHB Investment Advisors, Inc. 8,098 -0.16 608 2.01
2026-04-23 13F Interchange Capital Partners, LLC 4,000 14.29 243 -5.84
2026-05-04 13F Barrett & Company, Inc. 101,353 2.76 7,612 4.91
2026-04-09 13F Kwmg, Llc 0 -100.00 0
2026-05-05 13F Plante Moran Financial Advisors, LLC 5,529 11.81 415 14.33
2026-04-28 13F Stephens Inc /ar/ 254,340 1.13 19,101 3.24
2026-05-13 13F Crews Bank & Trust 218 0.00 16 0.00
2026-05-13 13F Cascade Investment Group, Inc. 7,651 0.00 575 2.14
2026-04-28 13F Farnam Financial LLC 49,730 2.98 3,735 5.12
2026-04-20 13F Courier Capital Llc 3,000 0.00 225 2.27
2026-04-21 13F Cambient Family Office, Llc 372,903 18.95 28,005 21.44
2026-02-17 13F Main Street Financial Solutions, LLC 34,692 3.19 2,552 6.34
2026-04-20 13F Brandywine Oak Private Wealth Llc 10,596 3.99 796 6.14
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 9,070 5.21 681 7.41
2026-05-05 13F Putnam Fl Investment Management Co 36,221 -2.93 2,720 -0.87
2026-06-03 13F CoreFirst Bank & Trust 774 0.00 58 3.57
2026-04-27 13F Dominguez Wealth Management Solutions, Inc. 3,310 0.06 249 2.06
2026-05-15 13F GLOBALT Investments LLC / GA 20,610 0.00 1,548 2.04
2026-05-12 13F Pcg Asset Management, Llc 9,696 -3.34 728 -2.54
2026-04-27 13F Truist Financial Corp 2,066,356 -8.55 155,183 -6.63
2026-05-15 13F Laird Norton Trust Company, Llc 1,493,141 5.79 112,135 8.00
2026-04-29 13F Frankly Finances, LLC 23,294 0.00 1,749 2.10
2026-04-21 13F Financial Consulate, Inc 44 0.00 3 0.00
2026-05-13 13F Bradley & Co. Private Wealth Management, LLC 6,563 0.00 493 2.07
2026-04-29 13F Skopos Labs, Inc. 6,306 474
2026-05-06 13F Copeland Capital Management, LLC 0 -100.00 0
2026-05-15 13F Goldman Sachs Group Inc 3,015,894 33.56 226,494 36.35
2026-04-15 13F Financial Management Professionals, Inc. 129,012 -0.59 9,689 1.49
2026-04-29 13F Strid Group, LLC 1,525,762 -8.65 114,585 -6.74
2026-05-12 13F CIBC Bancorp USA Inc. 157,596 31.41 11,836 38.29
2026-05-14 13F Mill Creek Capital Advisors, LLC 7,712 0.00 579 2.12
2026-04-15 13F Elser Financial Planning, Inc 4,159 -3.88 312 -2.20
2026-04-22 13F Financially in Tune, LLC 31,007 2.46 2,329 4.58
2026-05-01 13F Sawgrass Asset Management Llc 65,953 -0.06 4,953 2.04
2026-04-28 13F Westfuller Advisors, LLC 19,194 62.29 1,441 65.63
2026-05-19 13F Financial Insights, Inc. 24,238 0.00 1,820 2.13
2026-05-04 13F Lincoln National Corp 3,315,704 -2.11 249,009 -0.06
2026-02-06 13F Global Retirement Partners, LLC 19,883 20.81 1,463 24.53
2026-05-12 13F Mengis Capital Management, Inc. 25,902 0.38 1,945 2.48
2026-05-15 13F Brown Advisory Inc 2,869,966 8.37 215,534 10.64
2026-04-13 13F Compass Ion Advisors, LLC 77,206 -0.71 5,798 1.38
2026-02-20 13F Talisman Wealth Advisors LLC 0 -100.00 0
2026-04-17 13F 55 North Private Wealth, LLC 5,200 0.00 391 2.09
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-01-13 13F Stephens Consulting, LLC 372 0.00 27 3.85
2026-04-16 13F Upper Left Wealth Management, LLC 47,561 -7.30 3,572 -5.38
2026-02-12 13F CIBC Private Wealth Group, LLC 107,908 4.05 7,938 7.24
2026-05-07 13F Nyl Investors Llc 42,199 -13.68 3,169 -11.87
2026-04-06 13F Versant Capital Management, Inc 1,345 0.00 101 3.06
2026-05-14 13F Traynor Capital Management, Inc. 3,186 -45.14 232 -45.90
2026-05-14 13F Twin Focus Capital Partners, Llc 105,434 0.00 7,918 2.10
2026-05-06 13F Quadrant Private Wealth Management, LLC 36,056 169.36 2,708 175.10
2026-04-13 13F Hm Payson & Co 23,896 -5.49 1,795 -3.50
2026-05-12 13F Alerus Financial Na 140 0.00 11 0.00
2026-04-28 13F Ti-trust, Inc 118,749 0.58 8,918 2.68
2026-04-21 13F Barlow Wealth Partners, Inc. 3,971 0.00 324 7.64
2026-05-13 13F Callan Family Office, LLC 10,432 -7.76 783 -5.78
2026-04-08 13F Eclectic Associates Inc /adv 15,220 0.00 1,143 2.14
2026-04-28 13F Intelligent Financial Strategies 2,619 5.86 197 7.69
2026-04-09 13F Chemistry Wealth Management LLC 13,848 0.00 1,040 2.06
2026-05-12 13F One Capital Management, LLC 133,088 -1.59 9,995 0.46
2026-04-15 13F Single Point Partners, LLC 7,405 -0.11 556 2.02
2026-05-14 13F August Group Capital Ltd 0 -100.00 0
2026-04-20 13F Longview Financial Advisors, Inc. 176 13
2026-04-30 13F Relyea Zuckerberg Hanson LLC 25,049 10.56 1,881 12.91
2026-05-15 13F Family Management Corp 896 0.11 67 3.08
2026-05-11 13F Glaxis Capital Management, LLC 6,185 -3.06 902 -1.42
2026-05-11 13F Great Valley Advisor Group, Inc. 48,547 16.96 3,646 19.43
2026-04-23 13F Oppenheimer Asset Management Inc. 17,376 -88.19 1,305 -87.95
2026-04-13 13F Professional Financial Advisors, LLC 55,879 1.20 4,197 3.32
2026-04-06 13F WASHINGTON TRUST Co 216,408 12.10 16,252 14.45
2026-04-15 13F Curbstone Financial Management Corp 20,028 0.00 1,504 2.10
2026-05-08 13F NCP Inc. 1,300 -83.41 98 -83.16
2026-05-15 13F Private Capital Management, LLC 10,483 2.26 787 4.38
2026-04-14 13F Twelve Points Wealth Management LLC 171,305 2.76 12,865 1.60
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 196,053 -0.48 14,724 1.60
2026-04-24 13F Keb Asset Management, Llc 15,061 -0.42 1,131 1.71
2026-05-01 13F One Degree Advisors Inc 14,143 -0.12 1 0.00
2026-05-15 13F RMB Capital Management, LLC 168,204 3.47 12,632 5.65
2026-04-09 13F TruWealth Advisors, LLC 143,078 -3.63 10,745 -1.61
2026-05-11 13F Ashton Thomas Private Wealth, LLC 31,118 -8.43 2,337 -6.52
2026-05-04 13F Guardsman Private Capital Management, Inc. 25,040 -5.68 1,880 -3.69
2026-05-12 13F Ellis Investment Partners, LLC 8,934 20.39 671 23.12
2026-05-05 13F Bank of New York Mellon Corp 427,083 -6.51 32,074 -4.56
2026-01-12 13F Lanham O'Dell & Company, Inc. 412,046 16.92 30,310 20.51
2026-04-07 13F Central Pacific Bank - Trust Division 5,290 0.00 397 2.06
2026-05-11 13F F/M Investments LLC 721,102 466.86 54,155 478.75
2026-05-15 13F Citadel Advisors Llc Put 5,700 428
2026-05-15 13F Citadel Advisors Llc 12,137 14.80 911 17.25
2026-05-15 13F Citadel Advisors Llc Call 13,700 28.04 1,029 30.62
2026-02-13 13F Motiv8 Investments LLC 131 0
2026-04-27 13F Liberty Atlantic Advisors LLC 3,093 -7.26 232 -5.31
2026-05-01 13F Associated Banc-corp 385,308 17.08 28,937 19.53
2026-05-13 13F O'shaughnessy Asset Management, Llc 57,213 46.50 4,297 49.58
2026-05-06 13F 71 West Capital Partners 9,799 3.36 736 5.45
2026-05-12 13F Cannon Financial Strategists, Inc. 3,946 0.00 296 2.07
2026-05-15 13F Larson Financial Group LLC 1,862 -11.59 140 -9.74
2026-04-16 13F Pine Haven Investment Counsel, Inc 7,534 0.00 566 1.99
2026-05-07 13F Mullooly Asset Management, Inc. 430,756 -0.93 32,350 1.15
2026-05-05 13F Tortoise Investment Management, LLC 44,249 -1.61 3,323 0.45
2026-05-13 13F Valued Retirements, Inc. 9,719 0.00 730 2.10
2026-04-10 13F OMNI 360 Wealth, Inc. 10,654 0.06 800 -1.84
2026-04-29 13F IAG Wealth Partners, LLC 61 0.00 5 0.00
2026-05-14 13F Betterment LLC 36,328 9.94 3 0.00
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100.00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 332 -94.13 25 -94.23
2026-04-29 13F Compass Financial Group, INC/SD 6,276 -9.76 471 -7.83
2026-04-15 13F Activest Wealth Management 967 0.00 73 1.41
2026-05-15 13F DV Trading LLC 6,654 -7.90 500 -6.03
2026-04-27 13F Wbh Advisory Inc 112,282 0.06 8,544 3.50
2026-05-08 13F Cornerstone Financial Management LLC 282 0.00 21 5.00
2026-05-18 13F Graney & King, LLC 678 12.81 51 13.64
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 542,494 -1.58 41 0.00
2026-05-04 13F Checchi Capital Advisers, LLC 4,010 20.53 301 23.36
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 64,992 -5.06 4,881 -3.08
2026-02-05 13F Tfo-tdc, Llc 0 -100.00 0
2026-05-12 13F WCG Wealth Advisors LLC 13,108 4.43 984 6.61
2026-04-13 13F Cypress Point Wealth Management, LLC 35,452 0.06 2,662 2.15
2026-04-23 13F Davidson Kahn Capital Management, LLC 8,667 0.00 651 2.04
2026-05-12 13F Prostatis Group LLC 4,679 -17.23 351 -15.42
2026-05-14 13F Beaird Harris Wealth Management, LLC 127,128 -3.78 9,547 -1.76
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 11,296 0.21 848 2.29
2026-05-15 13F Harbour Investments, Inc. 40,388 38.55 3,032 41.37
2026-05-13 13F GW&K Investment Management, LLC 2,495 0.00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 348,047 -18.07 26,138 -16.34
2026-05-06 13F Gryphon Financial Partners LLC 5,064 58.65 380 62.39
2026-05-14 13F 3 Factor Indexing, Llc 76 6
2026-05-14 13F Ieq Capital, Llc 49,514 -11.11 3,718 -9.25
2026-04-28 13F Quent Capital, LLC 205 0.00 15 0.00
2026-05-15 13F Summit Financial, LLC 3,452,220 3.39 259,262 5.55
2026-05-15 13F Ameriflex Group, Inc. 140 11
2026-05-16 13F Pine Ridge Advisers LLC 41,848 0.00 3,143 2.08
2026-05-08 13F Mathes Company, Inc. 6,950 0.00 1
2026-05-08 13F Gen-Wealth Partners Inc 39 0.00 3 0.00
2026-04-17 13F HHM Wealth Advisors, LLC 3,058 0.00 230 2.23
2026-05-15 13F Strategic Advocates LLC 0 -100.00 0
2026-04-08 13F RVW Wealth, LLC 7,581 -7.05 569 -5.01
2026-05-15 13F Headinvest, Llc 21,665 164.21 1,627 169.82
2026-02-18 13F Financial Advisory Service, Inc. 1,554 0.00 114 3.64
2026-05-01 13F Silver Oak Advisory Group, Inc. 7,049 0.07 1
2026-05-15 13F Cerity Partners LLC 3,584,206 14.70 269,177 17.11
2026-02-13 13F Gts Securities Llc 0 -100.00 0
2026-05-07 13F ESL Trust Services, LLC 10,661 41.56 801 44.67
2026-05-14 13F Venture Visionary Partners LLC 23,930 41.49 1,797 44.45
2026-04-21 13F SpringVest Wealth Management LLC 3,856 0.00 290 2.12
2026-05-13 13F First Citizens Bank & Trust Co 13,607 -15.40 1,022 -13.69
2026-05-18 13F Unconventional Investor, LLC 31,518 -0.48 2,367 1.59
2026-04-29 13F ArborFi Advisors, LLC 14,953 -0.85 1,123 1.17
2026-04-28 13F Baxter Bros Inc 4,585 2.39 344 4.56
2026-04-16 13F Addis & Hill, Inc 67,828 0.95 5,094 3.06
2026-04-29 13F Solidarilty Wealth, LLC 11,490 119.99 863 124.48
2026-05-15 13F Royal Bank Of Canada 2,279,616 10.73 171,199 13.04
2026-04-22 13F Tred Avon Family Wealth, Llc 39,734 17.79 2,984 20.27
2026-05-12 13F Tiaa Trust, National Association 0 -100.00 0
2026-04-28 13F Red Mountain Financial, LLC 32,557 -0.02 2,445 2.05
2026-05-08 13F Burke & Herbert Bank & Trust Co 31,240 0.00 2,346 2.09
2026-04-17 13F Boston Private Wealth Llc 2,972 -30.54 223 -28.98
2026-04-20 13F Kestra Private Wealth Services, Llc 236,763 61.39 17,781 64.77
2026-05-13 13F/A Quadrant Capital Group Llc 9,636 0.00 724 2.12
2026-04-17 13F Kentucky Trust Co 555 0.00 42 2.50
2026-04-21 13F Pacific Sage Partners, LLC 3,290 0.00 247 2.07
2026-05-20 13F Hobbs Group Advisors, LLC 3,512 0.00 264 1.94
2026-01-12 13F AllSquare Wealth Management LLC 1,700 0.00 121 6.14
2026-01-23 13F John S. & James L. Knight Foundation, Inc. 202,601 14,903
2026-04-24 13F Lynx Investment Advisory 2,842 213
2026-04-21 13F Pallas Capital Advisors LLC 18,043 0.67 1,355 2.81
2026-05-01 13F Welch & Forbes Llc 112,579 1.59 8,455 3.72
2026-05-14 13F Empower Advisory Group, LLC 243,932 -18.10 18,319 -16.39
2026-04-20 13F Clune & Associates, Ltd. 43,110 -17.82 3,238 -16.10
2026-04-22 13F BWM Planning, LLC 16,632 0.00 1,249 2.13
2026-05-11 13F HBK Sorce Advisory LLC 13,739 140.66 1,144 153.10
2026-05-12 13F Stokes Family Office, LLC 40,004 -13.04 3,004 -11.23
2026-05-12 13F Kingsview Wealth Management, LLC 68,309 0.32 5,130 2.44
2026-04-29 13F Hughes Financial Services, LLC 99,157 -0.37 7,447 1.72
2026-04-16 13F Allegheny Financial Group LTD 15,765 0.41 1,184 2.51
2026-05-07 13F Santori & Peters, Inc. 2,743 -3.31 206 -1.44
2026-04-10 13F Wealth Group Ltd 3,238 0.00 243 2.10
2026-05-15 13F United Capital Financial Advisers, Llc 435,838 2.88 32,731 5.03
2026-05-15 13F Squarepoint Ops LLC 60,972 129.14 4,579 133.93
2026-04-27 13F Cape Ann Savings Bank 12,080 49.88 907 53.21
2026-05-08 13F Smithfield Trust Co 24,757 -0.06 2 0.00
2026-05-14 13F Milestone Asset Management Group, LLC 28,840 4.48 2,166 6.65
2026-04-09 13F Diversified Management Inc 7,226 2.37 543 4.43
2026-05-15 13F Markin Asset Management, LP 3,683 -88.94 277 -88.73
2026-04-27 13F Sound Income Strategies, LLC 1,941 -13.62 148 -14.53
2026-05-15 13F Silvercrest Asset Management Group Llc 14,894 1,119
2026-05-07 13F Avidian Wealth Solutions, LLC 97,606 -0.83 7,330 1.24
2026-04-21 13F Merkkuri Wealth Advisors LLC 151 11
2026-04-21 13F Mayport, Llc 26,188 1.19 1,967 3.31
2026-05-15 13F Purpose Unlimited Inc. 29,596 0.00 2,223 2.07
2026-05-15 13F Beacon Pointe Advisors, LLC 233,609 100.70 17,544 104.91
2026-05-12 13F Stephenson & Company, Inc. 4,647 3.11 349 5.14
2026-04-09 13F Planned Solutions, Inc. 4,492 0.00 337 2.12
2026-04-28 13F Golden State Equity Partners 45,492 310.99 3,417 319.66
2026-04-28 13F Appleton Partners Inc/ma 19,478 -2.87 1 0.00
2026-05-08 13F Miller Investment Management, LP 8,685 0.00 652 2.19
2026-04-29 13F Nicholas Hoffman & Company, LLC. 822,511 0.76 61,771 2.87
2026-05-15 13F Mission Wealth Management, Lp 39,129 14.41 2,939 16.82
2026-05-07 13F Jefferies Financial Group Inc. 10,423 0.15 783 2.22
2026-05-07 13F Swan Global Investments, LLC 4,144 -6.48 311 -4.31
2026-05-15 13F Intrepid Family Office Llc 50,000 0.00 3,755 2.09
2026-04-13 13F GoalVest Advisory LLC 166 0.00 12 0.00
2026-04-21 13F Old National Bancorp /in/ 11,996 -0.46 901 1.58
2026-04-07 13F SMI Advisory Services, LLC 0 -100.00 0
2026-04-20 13F City State Bank 19,892 1.79 1,494 3.90
2026-05-14 13F Hrt Financial Lp 54,725 4
2026-05-07 13F Grandfield & Dodd, Llc 31,282 0.00 2,349 2.09
2026-05-13 13F Freestone Capital Holdings, LLC 97,224 -2.48 7,302 -0.44
2026-04-08 13F Asempa Wealth Advisors 19,997 -5.52 1,522 -2.25
2026-05-12 13F Reyes Financial Architecture, Inc. 29 2
2026-05-14 13F Ballentine Partners, LLC 254,680 8.96 19,126 11.24
2026-04-27 13F Wealthstar Advisors, Llc 2,807 0.07 211 1.94
2026-05-20 13F SOA Wealth Advisors, LLC. 0 -100.00 0
2026-05-01 13F Gables Capital Management Inc. 500 -37.50 38 -36.21
2026-05-07 13F MidAtlantic Capital Management, Inc. 4,490 0.00 337 2.12
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100.00 0
2026-05-12 13F CBIZ Investment Advisory Services, LLC 5,351,291 -0.62 401,882 1.46
2026-04-17 13F Legacy Wealth Partners, LLC 9,082 -0.13 682 2.10
2026-04-14 13F Southland Equity Partners LLC 4,804 -4.15 361 -2.17
2026-04-27 13F HTG Investment Advisors, Inc. 9,766 58.72 733 62.17
2026-04-23 13F McMillan Office, Inc. 236 0.00 18 0.00
2026-05-13 13F Hirtle Callaghan & Co LLC 5,369 22.83 403 25.55
2026-05-14 13F Vivaldi Capital Management, LLC 3,807 1.90 286 4.01
2026-05-11 13F Emerald Investment Advisers, LLC 3,090 232
2026-05-06 13F Heartland Bank & Trust Co 4,665 350
2026-05-13 13F Cetera Investment Advisers 1,275,498 0.07 95,790 2.16
2026-04-28 13F Integrated Advisors Network LLC 86,854 2.07 6,523 4.20
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 525,948 6.20 39,499 8.42
2026-05-08 13F Evolution Wealth Advisors, LLC 3,352 15.47 252 17.84
2026-05-15 13F London & Capital Asset Management Ltd 50,886 4.70 3,822 6.88
2026-05-06 13F My Portfolio Guide, LLC 14,034 1,054
2026-05-11 13F Atlas Capital Advisors Llc 42,713 -6.83 3,208 -4.89
2026-05-08 13F Bokf, Na 7,380 -31.16 554 -29.70
2026-04-22 13F Caldwell Trust Co 4,846 -1.64 364 0.28
2026-04-17 13F Baker Ellis Asset Management LLC 32,626 0.00 2,450 2.13
2026-05-12 13F Mission Financial Group, LLC 6,200 -6.19 466 -4.32
2026-05-06 13F ProVise Management Group, LLC 15,883 -5.09 1,193 -3.09
2026-05-08 13F DUTCH ASSET Corp 4,955 -65.13 372 37,100.00
2026-04-14 13F Murphy Pohlad Asset Management LLC 11,149 8.21 837 10.57
2026-04-03 13F Waller Financial Planning Group, Inc 5,507 0.73 414 2.74
2026-04-24 13F Heritage Investors Management Corp 158,323 -1.43 12 0.00
2026-05-13 13F Ingalls & Snyder Llc 2,864 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 35,104 -2.15 2,636 -0.08
2026-05-04 13F Carrera Capital Advisors 8,352 -9.72 627 -7.79
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 3,592 -91.46 270 -91.31
2026-05-08 13F HORAN Wealth, LLC 18,864 100.00 1,391 100.72
2026-04-20 13F First PREMIER Bank 45,372 -13.27 3 0.00
2026-05-12 13F Stifel Financial Corp 3,564,351 5.08 267,684 7.28
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 3,626 0.00 272 2.26
2026-05-08 13F Junk Investment Group, LLC 97,316 7,308
2026-05-14 13F Advisory Alpha, LLC 0 -100.00 0
2026-05-26 13F Serenity Investment Advisors 7,866 648
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 3,055 229
2026-05-13 13F Scotia Capital Inc. 16,678 59.42 1,253 62.81
2026-05-11 13F Aptus Capital Advisors, LLC 7,564 35.22 568 38.20
2026-04-17 13F Certified Advisory Corp 3,415 0.03 257 1.99
2026-04-21 13F Armbruster Capital Management, Inc. 7,351 0.00 552 2.22
2026-05-12 13F Circle Wealth Management, LLC 192,702 0.00 14,472 2.09
2026-04-16 13F Telos Capital Management, Inc. 355,790 0.87 26,720 2.98
2026-05-07 13F Basepoint Wealth LLC 4,573 0.11 343 2.08
2026-05-05 13F Sanctuary Advisors, LLC 194,479 -1.94 14,605 0.11
2026-04-21 13F Carl Stuart Investment Advisor, Inc 5,970 0.15 448 2.28
2026-05-15 13F Aristotle Capital Management, LLC 0 -100.00 0
2026-04-24 13F Keybank National Association/oh 51,765 15.16 3,888 17.57
2026-05-04 13F Envestnet Asset Management Inc 10,815,549 6.05 812,248 8.27
2026-04-16 13F Phillips Financial Management, Llc 99,230 -14.50 7,452 -12.70
2026-05-13 13F Mariner, LLC 495,702 24.60 37,217 27.16
2026-05-15 13F Vestmark Advisory Solutions, Inc. 8,055 -39.57 605 -38.37
2026-04-16 13F Brookstone Capital Management 11,593 7.02 871 9.30
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 175 0.00 13 8.33
2026-04-17 13F Fifth Third Wealth Advisors LLC 12,082 2.71 907 4.86
2026-05-12 13F Tower Bridge Advisors 95,235 7,152
2026-05-12 13F Waterloo Capital, L.P. 28,681 105.67 2,154 110.05
2026-04-27 13F Meramec Financial Planners, LLC 1,581 0.13 128 2.40
2026-05-12 13F Bbr Partners, Llc 82,258 -1.77 6,178 0.29
2026-05-12 13F Porter White Investment Advisors, Inc. 6,284 472
2026-05-14 13F PlanVest Financial, Inc 71 5
2026-01-14 13F ORG Partners LLC 836 945.00 62 1,120.00
2026-05-12 13F Voya Financial Advisors, Inc. 1,482,215 1.60 107,935 0.32
2026-04-21 13F Columbus Macro, LLC 43,688 5.21 3,281 7.40
2026-04-13 13F Stockman Wealth Management, Inc. 19,985 -0.22 1,501 1.83
2026-04-23 13F Ellenbecker Investment Group 15,282 -4.68 1,148 -2.71
2026-04-29 13F Flatrock Wealth Partners LLC 4,536 0.13 341 2.10
2026-04-15 13F Parsons Capital Management Inc/ri 69,468 28.37 5,217 31.08
2026-05-07 13F Grandview Asset Management LLC 3,378 254
2026-05-22 13F Wellington Grp LLC 0 -100.00 0
2026-05-04 13F Savant Capital, LLC 402,318 1.06 30,214 3.18
2026-05-13 13F SRS Capital Advisors, Inc. 23,327 52.37 1,752 55.51
2026-05-18 13F Wilson & Boucher Capital Management, LLC 75,013 4.57 5,633 6.75
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 67,749 -0.45 5,088 1.64
2026-05-05 13F Signet Financial Management, Llc 26,051 17.87 1,956 20.37
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 461,115 -1.23 34,630 0.83
2026-05-04 13F Purkiss Capital Advisors LLC 5,550 0.00 417 1.96
2026-04-24 13F Medallion Wealth Advisors, LLC 2,516 -0.79 189 1.08
2026-05-08 13F United Financial Planning Group LLC 105 0.00 8 0.00
2026-05-12 13F Liberty Wealth Management Llc 114,712 -1.26 8,615 0.82
2026-04-17 13F Atlas Brown,Inc. 23,369 3.80 1,755 5.98
2026-04-29 13F First Interstate Bank 19,812 -8.33 1,488 -6.42
2026-04-28 13F Whittier Trust Co 341,669 2.45 25,960 2.75
2026-04-30 13F Texas Bank & Trust Co 19,365 -3.45 1,454 -1.42
2026-05-05 13F Gilbert & Cook, Inc. 3,896 -3.49 293 -1.35
2026-05-14 13F Atomi Financial Group, Inc. 5,903 -41.15 443 -39.89
2026-05-01 13F International Assets Investment Management, Llc 1,106 12.63 84 16.67
2026-05-14 13F Marble Wealth, LLC 11,559 0.02 868 2.12
2026-04-20 13F Boston Standard Wealth Management, LLC 292,105 -1.87 22,229 1.52
2026-04-09 13F Noble Family Wealth, LLC 13,080 -2.93 982 -0.91
2026-04-29 13F Sageworth Trust Co of South Dakota 3,801 0.00 285 2.15
2026-04-21 13F Northern Lights Advisors, Inc. 2,748 206
2026-05-04 13F Adell Harriman & Carpenter Inc 4,029 303
2026-05-12 13F Creative Planning 1,470,885 4.98 110,463 7.18
2026-04-07 13F Alpha Omega Wealth Management LLC 8,076 -1.10 607 1.00
2026-05-15 13F/A Spears Abacus Advisors LLC 11,280 -2.41 847 -0.35
2026-04-14 13F LifePlan Financial, LLC 6,813 -10.39 512 -8.59
2026-04-23 13F Global Trust Asset Management, LLC 814 516.67 61 577.78
2026-04-17 13F Union Savings Bank 15,098 81.38 1,134 85.13
2026-05-07 13F Argyle Capital Partners, LLC 8,293 -0.19 623 1.80
2026-05-15 13F City Of London Investment Management Co Ltd 14,000 1,051
2026-04-14 13F Gibson Wealth Advisors LLC 41,786 -0.63 3,138 1.45
2026-05-12 13F IPG Investment Advisors LLC 33,472 4.60 2,514 6.80
2026-05-01 13F Castleview Partners, Llc 4,149 43.46 312 46.70
2026-05-15 13F Integrated Wealth Concepts LLC 49,994 17.12 3,755 19.59
2026-04-14 13F Flower City Capital 818,248 2.89 61,450 5.05
2026-04-14 13F Westend Capital Management LLC 0 -100.00 0
2026-05-06 13F Vista Capital Partners, Inc. 3,071 231
2026-05-18 13F Strategic Investment Advisors / MI 1,398 105
2026-02-06 13F New Millennium Group LLC 10,633 782
2026-05-07 13F Virtue Capital Management, LLC 93,497 46.26 6,802 42.46
2026-04-22 13F Harrell Investment Partners, Llc 22,016 72.81 1,653 76.41
2026-05-08 13F Truepoint, Inc. 32,578 -0.42 2,447 1.66
2026-05-11 13F Sage Mountain Advisors LLC 51,903 0.01 3,898 2.10
2026-05-07 13F Element Pointe Advisors, Llc 2,990 0.00 225 2.28
2026-05-19 13F McIlrath & Eck, LLC 0 -100.00 0
2026-04-29 13F Cary Street Partner Investment Advisory Llc 48,703 -3.06 3,658 -1.03
2026-04-15 13F Sightline Wealth Advisors, LLC 87,829 40.11 6,596 43.03
2026-05-01 13F Thrivent Financial For Lutherans 354,203 88.78 27 100.00
2026-05-13 13F Visionary Wealth Advisors 23,998 1.09 1,802 3.21
2026-05-15 13F Evercore Wealth Management, LLC 601,164 56.86 45,147 60.15
2026-05-06 13F Bessemer Group Inc 333,706 -3.27 25 0.00
2026-04-22 13F MeadowBrook Investment Advisors LLC 83,984 1.42 6,307 3.55
2026-05-15 13F Pettyjohn, Wood & White, Inc 4,674 0.06 351 2.33
2026-04-27 13F Northeast Planning Associates, Inc. / Nh / 6,685 0.00 502 2.24
2026-05-01 13F Mutual Advisors, LLC 35,093 -4.10 2,635 -2.08
2026-05-14 13F Wealth Alliance 2,925 -23.65 220 -22.06
2026-05-11 13F Evermay Wealth Management Llc 2,431 21.85 183 24.66
2026-05-08 13F Indie Asset Partners, LLC 87,855 8.71 6,598 10.99
2026-04-10 13F Harpswell Capital Advisors, LLC 22,596 21.13 1,697 23.62
2026-05-15 13F Ehrenkranz Partners L.P. 6,151 6.44 462 8.47
2026-04-28 13F Robertson Stephens Wealth Management, LLC 18,700 -5.47 1,404 -3.51
2026-04-23 13F Caliber Wealth Management, LLC / KS 25,467 -15.40 1,913 -13.64
2026-01-27 13F Vestia Personal Wealth Advisors 0 -100.00 0
2026-05-01 13F Richardson Financial Services Inc. 0 -100.00 0
2026-05-11 13F Shoker Investment Counsel, Inc. 29,901 -0.48 2,246 1.58
2026-05-13 13F ETF Portfolio Partners, Inc. 253,957 2.16 19,072 4.30
2026-04-13 13F Mather Group, Llc. 722,611 -2.75 54,268 -0.71
2026-05-11 13F Sargent Investment Group, LLC 19,013 0.00 1,428 2.07
2026-05-05 13F Fisher Asset Management, LLC 6,010 21.49 451 24.24
2026-05-13 13F Capital International Investors 13,159 -65.70 958 -66.23
2026-04-22 13F Smallwood Wealth Investment Management, LLC 7,746 -4.84 582 -2.84
2026-04-14 13F FC Advisory LLC 396,434 -1.27 29,772 0.79
2026-04-30 13F Nisa Investment Advisors, Llc 729,000 -1.06 54,748 1.01
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 7,051 0.44 570 10.27
2026-04-14 13F SNS Financial Group, LLC 59,721 -1.88 4,485 0.18
2026-04-06 13F Washington Trust Advisors, Inc. 0 -100.00 0
2026-02-04 13F Pandora Wealth, Inc. 795 0.00 58 3.57
2026-03-12 13F Nalls Sherbakoff Group, Llc 3,588 0.00 264 30.85
2026-05-18 13F Ashton Thomas Securities, Llc 7,539 -0.44 566 1.62
2026-05-12 13F Rsm Us Wealth Management Llc 13,669 -2.84 1,027 -1.25
2026-05-08 13F LaSalle St. Investment Advisors, LLC 207,374 -0.69 15,574 103,720.00
2026-04-28 13F Whittier Trust Co Of Nevada Inc 144,924 -1.68 11,011 -1.40
2026-04-17 13F Provident Wealth Management, LLC 1,666 0.00 125 2.46
2026-05-06 13F Angeles Wealth Management, Llc 3,213 -52.59 241 -51.61
2026-04-21 13F New Perspectives, Inc 16,140 -3.58 1,212 -1.54
2026-04-21 13F Washington Growth Strategies Llc 50,329 -15.30 3,780 -13.52
2026-05-07 13F Sentinel Trust Co Lba 488,175 -0.01 37 2.86
2026-05-08 13F Roundview Capital LLC 59,374 20.71 4,459 23.22
2026-04-10 13F Lwm Advisors Inc 4,517 0.00 339 2.11
2026-04-27 13F Soltis Investment Advisors LLC 7,674 -8.64 576 -6.65
2026-05-07 13F Madison Asset Management, LLC 737,912 48.43 55,417 51.55
2026-04-24 13F Williams Financial, LLC 190,265 -1.48 14,289 0.58
2026-05-05 13F Aventura Private Wealth, LLC 513 0.00 39 2.70
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-05-06 13F Crescent Grove Advisors, LLC 2,704 203
2026-05-01 13F Navigoe, LLC 33 0.00 0
2026-04-27 13F Nvwm, Llc 3,451 -61.09 259 -60.28
2026-04-21 13F Pinnacle Associates Ltd 1,057,394 3.99 79,410 6.17
2026-05-01 13F R. W. Roge & Company, Inc. 24,891 63.32 2 0.00
2026-05-11 13F Insight Advisors, LLC/ PA 15,303 15.45 1,149 17.85
2026-04-15 13F Stordahl Capital Management, Inc. 6,122 0.00 460 2.00
2026-04-10 13F Melfa Wealth Management, Llc 3,307 -5.70 248 -3.50
2026-05-06 13F DecisionPoint Financial, LLC 30 0.00 2 0.00
2026-04-28 13F Retirement Financial Solutions, Llc 143,460 10,774
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 602,821 1.08 45,272 3.19
2026-05-15 13F Wealth Architects, LLC 14,186 0.00 1,065 2.11
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 31,342 -2.47 2,354 -0.42
2026-05-11 13F Seeds Investor Llc 155,390 -8.56 12,537 0.29
2026-05-07 13F Francis Financial, Inc. 3,808 36.10 286 39.02
2026-05-01 13F Capital City Trust Co/fl 10,968 0.00 824 2.11
2026-04-16 13F Davis Capital Management 13,972 -1.93 1,049 0.10
2026-05-01 13F Hantz Financial Services, Inc. 5,959 390.45 0
2026-04-22 13F Grove Street Fiduciary, LLC 31,601 0.17 2,373 2.28
2026-04-28 13F Life Planning Partners, Inc 14,783 -1.28 1,110 0.82
2026-02-02 13F Long Run Wealth Advisors, LLC 2,977 219
2026-04-30 13F Forza Wealth Management, LLC 11,820 0.00 888 2.07
2026-04-30 13F Owen LaRue, LLC 3,176 0.06 238 2.15
2026-05-06 13F Pekin Hardy Strauss, Inc. 6,297 87.35 473 91.09
2026-04-22 13F Lam Group, Inc. 114,192 0.00 8,576 2.10
2026-04-14 13F GoalFusion Wealth Management, LLC 5,625 9.76 422 12.23
2026-04-22 13F Capital Management Associates, Inc 2,795 0.00 210 1.95
2026-05-11 13F Wells Fargo & Company/mn 9,507,838 6.53 714,039 8.76
2026-05-13 13F Acumen Wealth Advisors, LLC 288 22
2026-05-22 13F WNY Asset Management, LLC 4,666 0.50 350 5.74
2026-02-12 13F Barometer Capital Management Inc. 0 -100.00 0
2026-05-14 13F Legacy Bridge, LLC 1,552 0.00 117 1.75
2026-05-13 13F Franklin Resources Inc 92,185 3.52 6,923 5.69
2026-05-12 13F Benjamin Edwards Inc 3,324 250
2026-02-09 13F Coordinated Financial Services, Inc. 0 -100.00 0
2026-05-15 13F Cresset Asset Management, LLC 4,590,646 1.07 344,758 3.18
2026-04-08 13F Prospera Capital Management, LLC 58,210 1.00 4,372 3.11
2026-05-01 13F Vantage Investment Partners, LLC 5,493 0.00 413 1.98
2026-05-01 13F BKD Wealth Advisors, LLC 7,552,483 1.65 567,191 3.77
2026-04-16 13F Capital Investment Advisors, LLC 9,410 -7.40 707 -5.49
2026-05-06 13F Hurley Capital, LLC 3,835 26.82 288 29.73
2026-05-06 13F VSM Wealth Advisory, LLC 154,388 -0.20 11,595 1.89
2026-04-15 13F Rs Crum Inc. 24,865 -0.56 1,867 1.52
2026-05-21 13F JDM Financial Group LLC 203 0.00 15 7.14
2026-05-13 13F GeoWealth Management, LLC 8,925 -4.27 670 -2.19
2026-05-15 13F IHT Wealth Management, LLC 12,328 7.09 926 9.34
2026-05-15 13F National Bank Of Canada /fi/ 57,400 13.97 4,315 16.47
2026-05-12 13F Colonial Trust Co / SC 350 0.00 26 4.00
2026-04-24 13F Washington Capital Management Inc 14,570 0.00 1,094 2.15
2026-05-14 13F Plum Street Advisors, LLC 7,926 0.00 595 2.06
2026-05-15 13F Susquehanna International Group, Llp Put 34,900 3.25 2,621 5.39
2026-05-08 13F Align Financial, LLC 3,105 -98.64 233 2.19
2026-05-15 13F Susquehanna International Group, Llp 199,889 528.19 15,012 541.50
2026-04-27 13F FF Advisors,LLC 27,260 3.55 2,169 12.04
2026-05-15 13F Susquehanna International Group, Llp Call 56,900 147.39 4,273 152.69
2026-04-07 13F Orgel Wealth Management, LLC 6,750 2.40 507 4.55
2026-04-09 13F Tilia Fiduciary Partners, Inc. 43,411 89.91 3,260 93.93
2026-05-01 13F Towercrest Capital Management 2,861 215
2026-01-30 13F Caldwell Securities, Inc 40 0.00 3 0.00
2026-05-13 13F Monograph Wealth Advisors, Llc 32,565 0.00 2,446 2.09
2026-01-28 13F Dentgroup LLC 11,556 -24.19 850 -21.80
2026-01-26 13F Kelman-Lazarov, Inc. 0 -100.00 0
2026-04-14 13F Patriot Investment Management Inc. 791,802 -5.34 59,464 -3.35
2026-04-21 13F Northeast Investment Management 129,441 72.69 9,721 76.33
2026-05-12 13F Safe Harbor Family Capital, LLC 5,909 444
2026-05-14 13F Novak & Powell Financial Services, Inc. 19,588 0.14 1,471 2.29
2026-04-13 13F Lake Street Financial Llc 2,762 -88.52 207 -88.30
2026-05-06 13F LPL Financial LLC 3,720,350 8.61 279,398 10.89
2026-05-13 13F Principal Securities, Inc. 11,208 2.91 842 4.99
2026-04-23 13F Industrial Alliance Investment Management Inc. 94,136 0.00 7 16.67
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1,260 0.00 95 2.17
2026-04-21 13F Grey Fox Wealth Advisors, LLC 12,517 24.09 940 26.68
2026-05-08 13F Blair William & Co/il 4,168,625 53.74 313,064 56.96
2026-05-15 13F Cardiff Park Advisors, Llc 33,229 0.15 2,495 2.25
2026-04-22 13F Stone Point Wealth LLC 4,755 0.00 357 2.29
2026-04-23 13F West Bancorporation Inc 39,911 23.67 2,997 26.24
2026-02-26 13F Ssa Swiss Advisors Ag 4,760 0.00 350 3.55
2026-04-16 13F Roble, Belko & Company, Inc 413,033 -2.84 31 0.00
2026-04-24 13F Root Financial Partners, LLC 14,735 -2.73 1,107 -0.72
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 208,402 7.97 15,651 10.23
2026-01-28 13F Edge Financial Advisors LLC 11,719 -0.86 862 2.25
2026-04-27 13F Canal Capital Management, LLC 8,198 -8.47 616 -6.53
2026-04-14 13F Heirloom Wealth Management 12,968 974
2026-05-13 13F Heritage Trust Co 3,559 267
2026-04-20 13F MBA Advisors LLC 27,521 12.29 2,067 14.65
2026-05-04 13F J. Safra Sarasin Holding AG 20,562 1,544
2026-04-29 13F Bluestem Financial Advisors, Llc 436,044 1.50 32,747 3.62
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 3,533 0.03 265 2.32
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 61,629 4,628
2026-05-08 13F NewSquare Capital LLC 886,209 1.79 66,554 3.92
2026-04-13 13F Moody Lynn & Lieberson, Llc 5,729 0.00 430 2.14
2026-05-01 13F Johnson Investment Counsel Inc 2,791,551 2.51 209,645 4.65
2026-04-10 13F Perigon Wealth Management, LLC 116,912 1.03 8,780 3.15
2026-04-24 13F Fulton Bank, N.a. 4,039 0.10 303 2.36
2026-04-15 13F DAVENPORT & Co LLC 320,974 8.03 24,086 10.19
2026-04-22 13F McLean Asset Management Corp 5,730 0.00 430 -1.83
2026-05-14 13F Sandhill Capital Partners LLC 15,224 1,143
2026-04-16 13F Montecito Bank & Trust 26,516 4.53 1,991 6.76
2026-04-22 13F Traveka Wealth, LLC 11,232 0.00 844 2.06
2026-04-21 13F Next Level Wealth Planning, LLC 67,118 -7.01 5,041 -5.07
2026-05-06 13F Legacy Wealth Advisors, LLC 31,289 320.89 2,350 330.22
2026-04-07 13F Mb, Levis & Associates, Llc 265,807 0.12 19,962 2.22
2026-05-13 13F DRW Securities, LLC 225,062 93.34 16,902 97.41
2026-04-22 13F WestEnd Advisors, LLC 3,796,683 1.46 285,132 3.59
2026-05-12 13F Clark Wealth Partners 748 0.00 56 1.82
2026-05-15 13F/A EverSource Wealth Advisors, LLC 5,007 -31.18 376 -29.72
2026-05-04 13F Retirement Planning Group 11,306 47.56 849 50.80
2026-05-13 13F Fusion Capital, LLC 6,569 18.98 493 21.43
2026-05-15 13F Quadrature Capital Ltd 0 -100.00 0
2026-05-12 13F Smith Chas P & Associates Pa Cpas 4,635 7.17 348 9.43
2026-05-15 13F MAI Capital Management 210,158 2.88 15,783 5.03
2026-04-09 13F Pacifica Partners Inc. 2,140 59.82 161 60.00
2026-04-15 13F Signature Estate & Investment Advisors Llc 14,728 -2.39 1,106 -0.27
2026-04-27 13F Oarsman Capital, Inc. 4,378 2.08 329 4.13
2026-05-05 13F Atria Investments Llc 141,823 -7.94 10,651 -6.02
2026-04-30 13F Personal Cfo Solutions, Llc 10,513 0.32 789 2.47
2026-04-24 13F Slow Capital, Inc. 10,811 -28.83 812 -27.39
2026-05-04 13F First Growth Capital LLC 6,956 0.00 529 -6.04
2026-04-14 13F Joule Financial, LLC 24,885 481.83 1,869 494.90
2026-05-05 13F Prosperity Consulting Group, LLC 10,838 0.00 814 2.01
2026-05-12 13F BOK Financial Private Wealth, Inc. 21,236 0.00 1,595 2.05
2026-05-04 13F Element Wealth, LLC 0 -100.00 0
2026-05-11 13F CAPROCK Group, Inc. 544,179 6.48 40,868 8.71
2026-04-30 13F Sollinda Capital Management LLC 2,692 -89.24 202 -89.02
2026-04-28 13F LGT Financial Advisors LLC 1,745 0.00 131 2.34
2026-01-15 13F My Personal CFO, LLC 0 -100.00 0
2026-05-13 13F NewEdge Wealth, LLC 247,158 22.87 18,562 25.44
2026-05-07 13F Lyell Wealth Management, Lp 19,570 0.00 1,470 2.08
2026-04-17 13F Vermillion Wealth Management, Inc. 483 -42.43 36 -40.98
2026-04-27 13F Symmetry Partners, LLC 4,384 4.01 329 6.13
2026-04-29 13F Mine & Arao Wealth Creation & Management, LLC. 31,380 0.12 2,357 2.21
2026-04-08 13F Grove Bank & Trust 8,036 0.00 604 2.03
2026-05-08 13F Elevation Advisory Partners LLC 13,010 1,028
2026-05-11 13F Kestra Investment Management, LLC 4,836,410 67.55 363,222 71.07
2026-05-06 13F Assetmark, Inc 693,556 -3.05 52,086 -1.02
2026-05-19 13F Western Wealth Management, LLC 16,506 67.32 1,240 70.90
2026-04-07 13F Legacy Private Trust Co. 3,168 0.00 238 1.72
2026-05-04 13F Syverson Strege & Co 15,718 0.00 1,180 2.08
2026-05-05 13F Net Worth Advisory Group 6,229 0.71 468 2.86
2026-05-11 13F Timmons Wealth Management, LLC 293 0.34 22 0.00
2026-05-14 13F Solstein Capital, LLC 22,035 -29.36 1,655 -27.90
2026-02-13 13F Evelyn Partners Asset Management Ltd 0 -100.00 0
2026-04-27 13F NorthLanding Financial Partners, LLC 6,520 0.00 490 2.09
2026-05-12 13F Summit Trail Advisors, Llc 54,148 50.04 4,067 53.20
2026-04-15 13F LongView Wealth Management 3,006 -1.15 243 3.86
2026-05-11 13F Haverford Trust Co 3,712 279
2026-04-20 13F Ronald Blue Trust, Inc. 5,252 30.13 394 33.11
2026-05-18 13F Arkadios Wealth Advisors 84,206 69.99 6,324 73.57
2026-04-20 13F Fonville Wealth Management LLC 4,976 -1.05 374 1.08
2026-05-15 13F Ballast, Inc. 243,788 0.29 18,308 2.39
2026-04-20 13F Golden Reserve Retirement LLC 0 -100.00 0
2026-05-13 13F Heritage Wealth Advisors 1,226 -23.76 92 -22.03
2026-04-03 13F Ridgewood Investments LLC 22,353 17.46 1,679 23.56
2026-05-11 13F MCF Advisors LLC 27,039 5.79 2,031 7.98
2026-05-15 13F Shelton Capital Management 21,480 1,613
2026-04-21 13F Wedbush Securities Inc 21,169 -0.93 2 0.00
2026-04-17 13F IFC & Insurance Marketing, Inc. 18,981 -4.89 1,425 142,400.00
2026-04-14 13F Tradewinds Capital Management, LLC 737 55
2026-05-13 13F Pinnacle Financial Group, LLC / IL 173,767 8.50 13,050 10.77
2026-05-15 13F Wimmer Associates 1, Llc 7,127 0.00 535 2.10
2026-04-28 13F Parthenon Llc 16,928 0.00 1,271 2.09
2026-05-13 13F Kimelman & Baird, LLC 432 32
2026-02-13 13F Barclays Plc 935 -91.60 69 -91.44
2026-04-17 13F Brave Asset Management Inc 105,611 5.10 7,931 7.31
2026-05-15 13F Westbourne Investments, Inc. 4,180 -19.15 314 -17.63
2026-04-27 13F Tsfg, Llc 478 0.00 0
2026-04-20 13F Chatham Capital Group, Inc. 140,755 1.08 10,571 3.19
2026-05-05 13F Williams Jones Wealth Management, LLC. 5,138 386
2026-04-09 13F Somnio Financial Group, LLC 395,432 -0.23 29,697 1.86
2026-05-06 13F Centennial Bank/AR/ 106,571 19.23 8,003 21.74
2026-05-13 13F Bank Of Montreal /can/ 545,595 15.69 40,974 18.11
2026-05-07 13F Scarborough Advisors, LLC 1,115 84
2026-04-24 13F Investment Management Trust, LLC 17,281 1,298
2026-05-14 13F Delos Wealth Advisors, LLC 0 -100.00 0
2026-05-14 13F Modern Wealth Management, LLC 91,494 -6.27 6,962 -3.05
2026-04-22 13F Continuum Advisory, LLC 2,738 206
2026-04-22 13F Sentry LLC 7,654 -29.59 575 -28.16
2026-04-16 13F Forbes J M & Co Llp 3,025 227
2026-05-14 13F Sanders Capital, LLC 9,979,709 54.41 749,476 57.64
2026-04-27 13F PFG Investments, LLC 7,314 5.50 549 7.65
2026-04-24 13F Patten Group, Inc. 44,557 3.70 3,346 5.89
2026-05-15 13F DT Investment Partners, LLC 31,948 88.73 2,399 92.69
2026-05-12 13F Harfst & Associates, Inc. 32,677 2,454
2026-04-14 13F Nbc Securities, Inc. 64,952 12.04 4,878 14.38
2026-04-30 13F Mosaic Family Wealth Partners, Llc 4,270 321
2026-04-16 13F First Merchants Corp 4,957 7.22 372 9.41
2026-04-27 13F Exencial Wealth Advisors, Llc 26,717 -7.77 2,006 -5.82
2026-05-06 13F Berkeley Capital Partners, LLC 182,629 38.41 13,715 41.30
2026-05-14 13F Ardent Capital Management, Inc. 2,850 0.00 214 2.39
2026-05-15 13F Aberdeen Wealth Management LLC 185 0.00 14 0.00
2026-05-11 13F Smith Partners Wealth Management, LLC 22,055 -3.17 1,656 -1.13
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 4,515 19.60 339 22.38
2026-05-07 13F Ironwood Investment Counsel, LLC 6,933 6.33 521 8.56
2026-05-06 13F Performa Ltd (US), LLC 517,813 32.57 38,888 35.34
2026-04-28 13F Kiley Juergens Wealth Management, Llc 101,964 6.04 7,657 8.26
2026-05-01 13F Valmark Advisers, Inc. 640,486 -0.47 48,100 1.61
2026-04-14 13F Wealthcare Advisory Partners LLC 391,062 17.52 29,369 19.98
2026-04-29 13F Alliance Wealth Management Group 2,861 215
2026-01-27 13F Hedges Asset Management LLC 4,600 0.00 338 3.05
2026-04-22 13F 1492 Capital Management LLC 18,962 -1.30 1,424 0.78
2026-05-12 13F Charter Research & Investment Group, Inc. 3,350 0.00 252 2.03
2026-05-13 13F First Trust Advisors Lp 7,778 -15.29 584 -13.48
2026-02-05 13F Security National Bank 0 -100.00 0
2026-04-15 13F Define Financial, Llc 286,389 1.44 21,508 3.56
2026-05-07 13F Pillar Financial Advisors, LLC 6,516 -4.20 489 -2.20
2026-03-09 13F EMC Capital Management 0 -100.00 0
2026-04-17 13F ZynergyRetirementPlanningLLC 6,854 0.00 515 1.98
2026-05-05 13F Cherry Tree Wealth Management, LLC 139,109 -1.60 10,447 0.46
2026-04-13 13F Successful Portfolios LLC 5,052 -0.47 379 -1.82
2026-05-11 13F Pathstone Holdings, LLC 371,264 5.12 27,882 7.31
2026-04-07 13F Myecfo, Llc 32,495 -1.04 2,440 1.04
2026-05-04 13F Chicago Partners Investment Group LLC 19,957 10.59 1,603 14.66
2026-05-12 13F Carr Financial Group Corp 10,318 0.00 775 2.11
2026-04-09 13F PFS Partners, LLC 641 0.16 48 2.13
2026-05-01 13F Evolution Advisers, Inc. 1,649 0.00 0
2026-05-06 13F Hartland & Co., LLC 207,361 141.66 15,573 146.74
2026-05-13 13F Adviser Investments LLC 67,139 8.91 5,042 11.20
2026-04-14 13F Howland Capital Management Llc 2,149,705 6.07 161,443 8.29
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 721,405 6.04 54,177 8.26
2026-05-04 13F Gleason Group, Inc. 8,232 0.76 618 3.00
2026-04-27 13F Thrive Capital Management, LLC 3,666 5.89 275 8.27
2026-05-11 13F Wealth Dimensions Group, Ltd. 9,621 -0.54 723 1.55
2026-05-12 13F Index Fund Advisors, Inc. 17,406 0.15 1,307 2.27
2026-05-15 13F Select Equity Group, L.P. 0 -100.00 0
2026-04-28 13F Integral Investment Advisors, Inc. 3,000 0.00 225 2.27
2026-05-14 13F Us Bancorp \de\ 1,471,557 7.45 110,514 9.70
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1,000 6.95 75 10.29
2026-04-29 13F/A Salem Investment Counselors Inc 682 51
2026-04-30 13F Triune Financial Partners, LLC 194,556 -4.30 14,611 -7.54
2026-05-28 13F Henshaw Capital LLC 596,273 0.00 44,780 2.10
2026-04-30 13F Accredited Investors Inc. 159,436 6.60 11,974 8.84
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 37,724 569.34 2,833 584.30
2026-05-14 13F Passive Capital Management, LLC. 7,587 0.00 570 1.97
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 6,069 -6.15 456 -4.21
2026-05-05 13F Wealthfront Advisers Llc 200,407 40.40 15,051 43.35
2026-04-22 13F Detalus Advisors, LLC 7,080 2.05 532 4.12
2026-05-04 13F Brewster Financial Planning LLC 15,854 0.00 1,191 2.06
2026-05-08 13F EagleClaw Capital Managment, LLC 8,700 0.00 653 2.19
2026-02-13 13F Silicon Valley Capital Partners 0 -100.00 0
2026-05-15 13F Colter Lewis Investment Partners LLC 15,958 51.52 1,198 54.78
2026-04-28 13F Shayne & Co., Llc 4,860 0.00 365 1.96
2026-04-27 13F Consolidated Portfolio Review Corp 41,848 0.00 3,143 2.08
2026-04-07 13F Howard Financial Services, Ltd. 10,452 785
2026-05-14 13F Seven Springs Wealth Group, LLC 8,013 0.00 602 2.04
2026-04-30 13F Csenge Advisory Group 7,757 -3.70 583 -1.69
2026-04-22 13F Red Door Wealth Management, LLC 5,051 5.60 379 7.98
2026-04-08 13F Gladwyn Financial Advisors, Inc. 73,036 -3.94 5,485 -1.93
2026-04-09 13F Acropolis Investment Management, LLC 6,842 24.88 514 27.30
2026-05-15 13F Common Fund For Nonprofit Organizations 28,669 0.15 2,153 2.28
2026-05-14 13F Evergreen Capital Management Llc 225,690 2.02 16,949 4.15
2026-04-20 13F Balance Wealth, LLC 4,755 33.45 357 36.26
2026-02-12 13F FineMark National Bank & Trust 6,071 -4.68 447 -1.76
2026-04-07 13F Pathway Financial Advisors LLC 5,782 0.00 437 -0.23
2026-05-11 13F Portland Global Advisors LLC 66,552 0.00 4,998 2.10
2026-05-12 13F Tocqueville Asset Management L.p. 25,499 -0.08 1,915 1.97
2026-04-29 13F Saxon Interests, Inc. 24,577 -0.04 1,846 2.05
2026-05-15 13F Victory Capital Management Inc 2,260,151 2.95 169,737 5.10
2026-05-07 13F Facet Wealth, Inc. 75,356 3.40 5,659 -1.34
2026-04-15 13F Merit Financial Group, LLC 52,044 32.95 3,909 35.74
2026-04-20 13F Peoples Financial Services Corp. 120 0.00 9 12.50
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100.00 0
2026-04-21 13F Grimes & Company, Inc. 3,187 0.16 239 2.14
2026-04-22 13F BKM Wealth Management, LLC 5,247 17.99 394 20.49
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 16,683 6.83 1,253 9.06
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 4,170 0.00 313 2.29
2026-05-01 13F Financial Alternatives, Inc 15,534 -0.29 1,167 1.83
2026-04-17 13F Blankinship & Foster, LLC 665,214 2.78 49,958 4.93
2026-04-22 13F TBH Global Asset Management, LLC 7,105 -0.98 534 1.14
2026-04-10 13F Boston Research & Management Inc 15,681 0.00 1 0.00
2026-05-01 13F Connecticut Wealth Management, LLC 20,432 -1.91 1,534 0.13
2026-05-05 13F Zeit Capital LLC 1,478 -4.40 111 -2.65
2026-05-06 13F Kelsey Financial, LLC 62,172 -12.48 4,669 -10.64
2026-05-14 13F Galvin, Gaustad & Stein, LLC 11,048 -0.45 830 1.59
2026-06-01 13F Financial Solutions Advisory Group, Inc. 207,467 15,581
2026-04-10 13F Abound Wealth Management 495 -21.18 37 -19.57
2026-05-08 13F Quantify Chaos Advisors, Llc 6,929 0.14 520 2.36
2026-05-14 13F EP Wealth Advisors, Inc. 28,732 14.24 2,158 16.59
2026-04-30 13F Private Trust Co Na 3,720 2.14 279 4.49
2026-05-29 13F Asset Dedication, LLC 11,066 -21.56 831 -19.86
2026-04-22 13F Apollon Wealth Management, LLC 85,160 40.94 6,396 43.90
2026-04-28 13F Fundamentun, Llc 369,852 -2.28 27,776 -0.23
2026-04-22 13F Quattro Financial Advisors Llc 12,500 0.00 939 2.07
2026-04-02 13F Horizons Wealth Management 1,014 0.00 76 2.70
2026-01-22 13F Brookwood Investment Group LLC 0 -100.00 0
2026-04-21 13F Falcon Wealth Planning 34,827 1.02 2,615 3.16
2026-04-10 13F Financial Advisory Corp 41,391 0.08 3,108 2.17
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-04-17 13F AdvisorNet Financial, Inc 24,696 -7.97 1,855 -6.03
2026-04-29 13F Opulen Financial Group LLC 10,141 4.87 762 7.03
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 3,008 0.00 226 1.81
2026-04-13 13F Farrell Financial LLC 12,073 -1.28 907 0.78
2026-05-13 13F Syon Capital Llc 5,050 0.00 379 2.16
2026-05-12 13F WealthTrak Capital Management LLC 8,580 644
2026-04-09 13F Dorato Capital Management 644 0.00 51 4.08
2026-05-11 13F Adams Wealth Management 84,996 -2.51 6,383 -0.47
2026-05-12 13F Americana Partners, LLC 22,319 20.91 1,676 23.51
2026-04-20 13F McKinley Carter Wealth Services, Inc. 70,956 -13.96 5,329 -12.17
2026-04-30 13F Valued Wealth Advisors LLC 50 0.00 4 0.00
2026-04-08 13F Sapient Capital Llc 5,586 0.00 420 1.70
2026-04-06 13F Rosenberg Matthew Hamilton 951 38.83 71 42.00
2026-05-04 13F Bridges Investment Management Inc 662,141 2.86 49,727 5.02
2026-04-03 13F Adirondack Trust Co 0 -100.00 0
2026-04-09 13F Elmwood Wealth Management, Inc. 4,831 -0.12 363 1.97
2026-05-01 13F Rakuten Securities, Inc. 302 2,920.00 23
2026-05-04 13F MB Generational Wealth, LLC 5,635 14.23 423 16.85
2026-05-11 13F Ellevest, Inc. 3,091 0.00 232 2.20
2026-04-22 13F Norris Perne & French Llp/mi 17,621 0.00 1,323 2.08
2026-04-28 13F Sage Rhino Capital Llc 25,170 0.51 1,890 2.61
2026-05-07 13F Summit Global Investments 9,966 0.00 1
2026-05-04 13F AMG National Trust Bank 199,451 8.49 14,979 10.76
2026-05-11 13F Umb Bank N A/mo 19,474 -9.42 1,462 -7.53
2026-05-12 13F D.B. Root & Company, LLC 2,775 208
2026-05-07 13F Bahl & Gaynor Inc 153,844 8.96 11,554 11.25
2026-05-14 13F Karpus Management, Inc. 976,719 5.79 73,352 8.01
2026-04-29 13F WealthPlan Investment Management, LLC 4,837 0.00 363 2.25
2026-04-20 13F Investment Research & Advisory Group, Inc. 9,504 0.15 760 2.15
2026-05-11 13F Thompson Siegel & Walmsley Llc 41,164 -6.75 3 0.00
2026-05-13 13F Capital Wealth Alliance, LLC 5,612 0.00 421 -6.24
2026-05-04 13F Fortress Financial Solutions, LLC 8,236 132.39 619 137.69
2026-05-15 13F/A Independent Financial Group, Llc 6,368 29.43 478 32.41
2026-05-08 13F New England Private Wealth Advisors LLC 25,607 -0.20 1,923 1.91
2026-04-30 13F Donaldson Capital Management, Llc 8,264 19.72 621 22.29
2026-05-05 13F Evergreen Advisors, LLC 9,831 0.15 738 2.22
2026-02-17 13F SageView Advisory Group, LLC 2,854 210
2026-04-28 13F Fee-Only Financial Planning, L.C. 100,181 -0.23 7,524 1.85
2026-05-14 13F Botty Investors LLC 4,000 0.00 300 2.04
2026-05-15 13F Equitable Holdings, Inc. 150,488 9.18 11,101 9.49
2026-04-28 13F Northstar Group, Inc. 57,053 6.49 4,285 8.73
2026-05-14 13F Phillips Wealth Planners LLC 20,696 -4.67 1,722 3.55
2026-05-12 13F Aspiriant, Llc 332,975 -0.02 25,006 2.07
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 42,264 0.47 3,174 2.59
2026-04-13 13F Clayton Financial Group LLC 947 0.00 71 2.90
2026-04-13 13F Mitchell Sinkler & Starr/pa 6,194 9.94 465 12.32
2026-05-11 13F Howard Wealth Management, Llc 50,913 9.93 3,824 12.24
2026-04-20 13F Oak Family Advisors, Llc 10,715 22.68 805 25.23
2026-05-15 13F Ancora Advisors, LLC 8,463 0.43 636 2.58
2026-04-24 13F Balentine LLC 112,028 0.00 8,413 2.10
2026-05-14 13F Horizon Investments, LLC 3,640 100.00 348 103.51
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100.00 0
2026-04-28 13F SBI Securities Co., Ltd. 4,300 12.07 323 14.18
2026-02-17 13F Tolleson Wealth Management, Inc. 296,830 -2.84 21,835 0.14
2026-04-21 13F Fullerton Advisors, LLC 9,200 1.66 691 3.76
2026-05-12 13F Thornburg Investment Management Inc 3,594 -84.61 270 -84.34
2026-05-11 13F Waddell & Associates, Llc 8,263 3.42 621 5.62
2026-04-24 13F Key FInancial Inc 2,883 0.00 217 1.89
2026-05-04 13F Paragon Advisors, LLC 2,905 -35.49 218 -34.14
2026-04-13 13F Sjbenen Advisory, Llc 23,492 -14.71 1,764 493.94
2026-04-27 13F Lodestar Private Asset Management Llc 128,205 7.73 9,628 10.00
2026-05-15 13F Cypress Capital Group 3,200 0.00 240 2.13
2026-01-29 13F Focused Wealth Management, Inc 0 -100.00 0
2026-04-02 13F Ares Financial Consulting, LLC 2,665 0.15 203 3.59
2026-05-06 13F Pavion Blue Capital, LLC 4,306 0.00 323 2.22
2026-05-01 13F Ferguson Wellman Capital Management, Inc 7,868 591
2026-05-06 13F Sentinus, LLC 31,433 -0.86 2,361 1.20
2026-05-15 13F Briggs Wealth Management, Inc 20,705 1.17 1,555 3.26
2026-04-21 13F Trilogy Capital Inc. 66,248 1,060.82 4,975 1,087.35
2026-04-28 13F Busey Wealth Management 11,554 0.00 868 2.12
2026-04-08 13F Dynamic Advisor Solutions LLC 15,483 2.75 1,163 4.87
2026-04-16 13F Global Wealth Management, LLC 38,709 2,907
2026-05-05 13F PFG Advisors 104,683 2.43 7,862 4.58
2026-04-15 13F Wright Fund Managment, LLC 43,402 182.97 3,259 188.92
2026-05-14 13F Strategic Advisors LLC 36,681 36.38 2,755 39.23
2026-04-24 13F Capital Asset Advisory Services LLC 5,828 -3.41 474 3.50
2026-05-15 13F AIMZ Investment Advisors, LLC 11,433 -0.87 859 1.18
2026-05-14 13F Rockefeller Capital Management L.P. 2,132,086 7.94 160,120 10.20
2026-05-12 13F CIBC Asset Management Inc 4,857,276 2.96 364,781 5.11
2026-04-14 13F Family Wealth Partners, Llc 43,402 -0.87 3,259 1.21
2026-05-11 13F Founders Financial Alliance, LLC 2,778 269.91 209 278.18
2026-05-01 13F American Trust 4,790 360
2026-05-13 13F Caitlin John, LLC 17,554 -27.98 1,318 -26.49
2026-05-12 13F Ausdal Financial Partners, Inc. 8,514 38.17 639 41.06
2026-04-23 13F Glass Jacobson Investment Advisors llc 1,490 9.32 112 11.00
2026-04-30 13F Titleist Asset Management, Llc 4,830 45.97 363 48.97
2026-05-06 13F Private Wealth Asset Management, LLC 14,255 0.00 1,071 2.10
2026-04-30 13F Rockline Wealth Management, LLC 3,248 18.58 244 20.90
2026-04-23 13F Harbor Investment Advisory, Llc 27,307 9.58 2,051 11.84
2026-05-05 13F LFA - Lugano Financial Advisors SA 2,680 0.00 201 2.03
2026-04-20 13F Cherrydale Wealth Management, Llc 5,880 0.15 442 2.32
2026-05-13 13F/A Jpmorgan Chase & Co 1,451,207 17.83 105,575 16.54
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 21,360 0.57 1,604 2.69
2026-05-15 13F Hancock Whitney Corp 28,117 0.00 2,112 2.08
2026-05-14 13F Rialto Wealth Management, LLC 99 0.00 7 0.00
2026-05-06 13F Topel & Distasi Wealth Management, LLC 6,893 -0.86 518 1.17
2026-02-13 13F Pine Valley Investments Ltd Liability Co 70,700 -0.89 5,201 2.14
2026-04-20 13F Park Edge Advisors, LLC 3,996 300
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100.00 0
2026-04-23 13F Private Wealth Management Group, LLC 805 0.00 60 1.69
2026-05-14 13F Main Management LLC 334,264 34.29 25 38.89
2026-05-13 13F Townsquare Capital Llc 6,624 -3.50 497 -1.39
2026-04-13 13F Wiser Wealth Management, Inc 7,138 536
2026-05-15 13F First Manhattan Co 13,151 -5.29 988 -3.33
2026-04-15 13F Asset Allocation & Management Company, LLC 67,440 16.57 5 25.00
2026-04-21 13F OneAscent Financial Services LLC 16,843 17.77 1,265 20.27
2026-05-01 13F Avion Wealth 412,871 11.64 31 14.81
2026-05-05 13F Allspring Global Investments Holdings, LLC 159,024 -31.10 12,100 -29.81
2026-05-13 13F Buckingham Strategic Partners 100,567 -0.68 7,553 1.40
2026-04-21 13F Parker Financial LLC 8,678 -6.55 652 -4.69
2026-05-14 13F Coastal Bridge Advisors, LLC 128,474 0.34 9,648 2.44
2026-04-24 13F Merited Wealth, LLC 0 -100.00 0
2026-04-10 13F Pure Financial Advisors, Inc. 141,311 10,612
2026-05-11 13F Shepherd Financial Partners LLC 20,439 -4.08 1,535 -2.11
2026-02-10 13F Measured Wealth Private Client Group, LLC 0 -100.00 0
2026-05-12 13F Columbia River Financial Group, LLC 109,075 3.50 8 14.29
2026-05-12 13F Jane Street Group, Llc Call 8,500 107.32 638 111.96
2026-05-01 13F Carnegie Capital Asset Management, LLC 44,022 -3.86 3,306 -1.84
2026-05-14 13F Klingman & Associates, LLC 47,597 -7.86 3,575 -5.92
2026-05-01 13F Emerald Investment Partners, Llc 19,564 1.25 1,469 3.38
2026-05-08 13F Allegiance Financial Group Advisory Services LLC 63,691 -12.63 4,783 -10.80
2026-05-08 13F Coldstream Capital Management Inc 244,190 9.85 18,339 12.15
2026-04-30 13F Sequoia Financial Advisors, LLC 122,649 23.85 9,211 26.44
2026-04-15 13F Fifth Third Securities, Inc. 15,154 73.37 1,138 77.26
2026-05-11 13F SCS Capital Management LLC 178,938 -1.30 13,438 0.76
2026-05-11 13F Valpey Financial Services, LLC 70,891 -5.52 5,324 -3.55
2026-04-16 13F Five Pine Wealth Management 275,154 -1.34 20,651 0.66
2026-05-04 13F 1 North Wealth Services Llc 58 0.00 4 0.00
2026-04-24 13F DeLarme Wealth Management, Inc. 2,715 204
2026-05-14 13F Capital Planning Advisors, LLC 3,440 0.00 258 1.98
2026-04-08 13F RDA Financial Network 3,866 -0.36 290 1.75
2026-05-12 13F Jane Street Group, Llc 24,973 -99.45 1,875 -99.43
2026-04-17 13F Astoria Strategic Wealth, Inc. 201,616 -2.55 15,141 -0.51
2026-05-07 13F Allen Investment Management LLC 54,625 93.07 4,102 97.12
2026-05-07 13F VisionPoint Advisory Group, LLC 2,801 210
2026-04-21 13F Long Island Wealth Management, Inc. 24,228 10.38 1,820 12.70
2026-05-12 13F Colonial Trust Advisors 2,966 -40.27 223 -39.18
2026-05-04 13F Roberts Glore & Co Inc /il/ 11,597 2.93 871 5.07
2026-05-14 13F Van Hulzen Asset Management, LLC 5,249 -10.52 394 -8.58
2026-05-13 13F Capital Group Private Client Services, Inc. 0 -100.00 0
2026-05-11 13F Catalyst Financial Partners Llc 9,621 723
2026-04-21 13F HF Advisory Group, LLC 3,527 -10.23 265 -8.65
2026-04-13 13F Garrett Investment Advisors LLC 74,757 -1.82 5,614 0.23
2026-04-23 13F Catalyst Investment Management LLC 6,070 495
2026-05-12 13F Greenwich Wealth Management LLC 16,758 0.95 1 0.00
2026-04-20 13F Skyline Advisors, Inc. 13,413 0.01 1,007 2.13
2026-04-28 13F Topor & Co. Korea 146,777 -7.14 11,023 -5.20
2026-05-12 13F M&t Bank Corp 340,379 -18.27 25,562 -16.56
2026-04-23 13F Greenhouse Wealth Management, LLC 20,620 -0.85 1,549 1.24
2026-04-13 13F Trust Co 371 0.00 28 0.00
2026-04-16 13F Toth Financial Advisory Corp 744 0.00 56 1.85
2026-05-06 13F German American Bancorp, Inc. 4,233 318
2026-05-12 13F Disciplined Investors, L.L.C. 68,459 0.40 5,141 2.51
2026-04-21 13F Vise Technologies, Inc. 61,405 0.00 4,517 0.00
2026-05-18 13F Edgestream Partners, L.P. 0 -100.00 0
2026-05-04 13F Bedel Financial Consulting, Inc. 23,849 0.06 1,791 2.17
2026-04-23 13F First Pacific Financial 1,395 0.14 105 1.96
2026-05-12 13F First American Trust, Fsb 338,073 420.71 25,389 431.71
2026-04-07 13F Park Avenue Securities Llc 289,692 19.95 22 23.53
2026-04-24 13F Goldstone Financial Group, LLC 103,907 -18.73 7,803 -17.02
2026-05-15 13F Strategies Wealth Advisors, LLC 8,078 -4.56 607 -2.57
2026-05-14 13F Aries Wealth Management 19,547 -0.32 1,468 1.73
2026-04-29 13F/A True Link Financial Advisors, LLC 33,452 0.00 2,512 2.11
2026-05-06 13F Zhang Financial LLC 19,373 52.53 1,455 55.67
2026-04-08 13F Archer Investment Management, LLC 37,241 -60.15 2,797 -59.32
2026-04-10 13F Piscataqua Savings Bank 200 0.00 15 7.14
2026-04-30 13F LRI Investments, LLC 515,285 1.27 38,698 3.39
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 321,991 27.71 24,182 30.38
2026-05-14 13F We Are One Seven, LLC 47,771 -1.35 3,588 0.70
2026-05-06 13F TopTier Wealth Management, LLC 88 7
2026-06-01 13F First Nebraska Trust Co 6,139 0.00 461 2.22
2026-04-20 13F Cardinal Point Capital Management, ULC 904,871 11.08 67,956 13.41
2026-05-14 13F Meridian Wealth Partners, LLC 29,606 -5.81 2,223 -3.85
2026-05-07 13F Confluence Wealth Services, Inc. 2,901 -7.64 218 -6.06
2026-04-27 13F FSM Wealth Advisors, LLC 4,365 0.00 328 1.87
2026-04-29 13F Cvfg Llc 2,803 211
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,982 74.92 1,951 78.66
2026-04-21 13F Polaris Investment Advisors, LLC 5,329 0.00 400 2.04
2026-04-27 13F TCI Wealth Advisors, Inc. 10,711 -1.53 804 0.50
2026-04-16 13F McClarren Financial Advisors, Inc. 12,993 679.42 976 2.20
2026-05-15 13F New England Asset Management Inc 0 -100.00 0
2026-05-05 13F Northstar Financial Companies, Inc. 6,522 15.86 490 18.12
2026-05-04 13F N.E.W. Advisory Services LLC 10,140 -1.95 761 0.13
2026-05-04 13F Procyon Private Wealth Partners, LLC 15,035 2.29 1,129 4.44
2026-05-11 13F Strategic Wealth Designers 74,635 11.27 5,605 13.62
2026-04-30 13F Mv Capital Management, Inc. 1,948 0.00 146 2.10
2026-05-01 13F BCR Wealth Strategies, LLC 15,967 23.55 1
2026-05-14 13F Level Four Advisory Services, Llc 5,992 66.44 450 70.45
2026-05-15 13F Barnes Wealth Management Group, Inc 6,789 6.16 510 8.30
2026-05-04 13F Archer Investment Corp 22,474 -2.52 1,688 -0.47
2026-05-06 13F MorganRosel Wealth Management, LLC 93,360 -13.04 7,011 -11.22
2026-05-15 13F Old Mission Capital Llc 77,479 -71.96 5,819 -71.38
2026-05-14 13F Mason Investment Advisory Services, Inc. 0 -100.00 0
2026-04-23 13F Spinnaker Trust 29,975 -50.47 2,251 -49.43
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 607 0.00 46 2.27
2026-05-15 13F 10Elms LLP 8,151 7.24 612 9.48
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 871 65
2026-05-07 13F Key Capital Management, INC 228 128.00 17 142.86
2026-05-12 13F Frisco Financial Planning LLC 1,419 0.21 107 1.92
2026-05-14 13F Gwn Securities Inc. 8,511 -3.38 639 -1.24
2026-05-15 13F Lumbard & Kellner, LLC 42,302 1.54 3,177 3.66
2026-04-20 13F TFB Advisors LLC 0 -100.00 0
2026-05-05 13F Beaumont Financial Advisors, LLC 11,271 -1.11 846 0.95
2026-05-07 13F S&co Inc 31,256 0.00 2 0.00
2026-05-13 13F Pioneer Family Office, LLC 482 0.21 36 2.86
2026-05-08 13F TPG Financial Advisors, LLC 0 -100.00 0
2026-05-04 13F Sigma Planning Corp 47,018 2.38 3,531 4.53
2026-05-06 13F IMA Wealth, Inc. 80,837 0.82 6,069 2.95
2026-04-14 13F Value Investment Professionals, LLC 24,688 1,854
2026-04-29 13F KERR FINANCIAL PLANNING Corp 835 -50.00 67 -47.20
2026-04-08 13F Gilman Hill Asset Management, LLC 35,632 4.73 2,676 6.91
2026-05-15 13F Ascent Group, LLC 20,822 -9.56 1,564 -7.68
2026-04-27 13F HB Wealth Management, LLC 1,022,660 -0.32 76,802 1.77
2026-05-05 13F Factory Mutual Insurance Co 12,000 0.00 901 2.15
2026-05-13 13F Hill Island Financial Llc 21,394 0.00 1,607 2.10
2026-05-08 13F Pnc Financial Services Group, Inc. 8,246,925 2.98 619,344 5.13
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 14,464 -1.70 1,086 0.37
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 25,974 -1.12 1,951 0.93
2026-04-30 13F Equitable Trust Co 4,418 0.00 332 2.16
2026-05-15 13F Peapack Gladstone Financial Corp 77,797 1.55 6 0.00
2026-04-07 13F Farther Finance Advisors, LLC 154,444 11.86 11,752 15.71
2026-05-27 13F Alpha Capital Advisors Inc /adv 31,540 2.83 2,369 1.28
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100.00 0
2026-05-06 13F Meridian Wealth Management, LLC 43,511 1.23 3,268 3.35
2026-05-15 13F Keating Financial Advisory Services, Inc. 454 1,035.00 34 1,600.00
2026-05-12 13F Chapman Financial Group, Llc 2,711 0.00 204 2.01
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 30,327 11.52 2,278 13.85
2026-04-21 13F PDS Planning, Inc 108,870 1.91 8,176 4.05
2026-05-14 13F Zacks Investment Management 12,231 1.98 919 4.08
2026-05-01 13F SFE Investment Counsel 9,147 57.27 687 60.66
2026-05-04 13F Copia Wealth Management 1,252 8.68 94 11.90
2026-04-20 13F Sowell Financial Services LLC 7,748 -3.23 582 -1.36
2026-05-13 13F Northern Capital Management, Inc. 7,148 0.00 537 2.10
2026-05-14 13F Simplex Trading, Llc 1,076 81
2026-04-27 13F Osborne Partners Capital Management, Llc 1,841,563 -0.77 138,301 1.31
2026-05-08 13F Zions Bancorporation, National Association /ut/ 101,664 -81.42 7,635 -81.03
2026-04-07 13F Attessa Capital LLC 2,725 -6.68 205 -4.67
2026-05-07 13F Wharton Business Group, LLC 881,720 -9.50 66,217 -7.60
2026-04-17 13F Discipline Wealth Solutions, LLC 139,436 771.48 10,472 790.39
2026-04-29 13F Montag A & Associates Inc 3,715 11.23 279 13.47
2026-04-16 13F Smith, Salley & Associates 8,824 65.03 663 68.45
2026-04-21 13F Financial Planning Hawaii, Inc. 3,533 0.00 265 2.32
2026-04-27 13F Revisor Wealth Management LLC 0 -100.00 0
2026-05-13 13F D L Carlson Investment Group Inc 3,179 1.63 239 3.48
2026-04-16 13F Balboa Wealth Partners 6,246 -0.86 469 1.30
2026-04-24 13F United Community Bank 371 -27.68 28 -27.03
2026-05-01 13F Evergreen Wealth Management, LLC 36,882 -3.18 2,770 -1.18
2026-05-01 13F Pittenger & Anderson Inc 6,600 0.00 496 2.06
2026-05-11 13F Hall Capital Management Co Inc 277,276 18.38 22,437 30.23
2026-04-13 13F Gradient Investments LLC 3,496 0.20 263 2.34
2026-05-05 13F Aspiring Ventures, LLC 3,100 0.00 233 1.75
2026-02-10 13F Blue Barn Wealth, LLC 0 -100.00 0
2026-04-14 13F OLIO Financial Planning 145,683 1.62 10,941 3.75
2026-05-07 13F Johnson Financial Group, Inc. 16,900 0.00 1,269 2.09
2026-05-11 13F Brand Asset Management Group, Inc. 3,085 -3.86 232 -2.12
2026-04-24 13F SOL Capital Management CO 0 -100.00 0
2026-05-14 13F Granby Capital Management, LLC 390,000 -4.41 29,289 -2.41
2026-04-23 13F Phraction Management LLC 12,062 0.81 906 2.84
2026-04-30 13F Petix & Botte Co 2,183 -49.98 328 1.87
2026-05-11 13F/A GFS Advisors, LLC 63,562 -15.15 4,774 -13.38
2026-04-08 13F Arlington Trust Co LLC 955 0.00 72 1.43
2026-05-15 13F National Philanthropic Trust 27,919 0.00 2,097 2.09
2026-01-14 13F Clarius Group, LLC 4,000 0.00 294 3.16
2026-05-15 13F Breakwater Investment Management 94,192 0.72 7,074 2.82
2026-04-13 13F LexAurum Advisors, LLC 20,175 424.03 1,515 452.92
2026-04-24 13F Vision Capital Management, Inc. 5,105 0.00 383 2.13
2026-05-15 13F Jessup Wealth Management, Inc 2,970 -0.34 223 1.83
2026-04-14 13F USA Financial Portformulas Corp 1,639 -14.77 123 -12.77
2026-04-24 13F Kendall Capital Management 47,147 28.48 3,541 31.16
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 19,196 -24.93 1 0.00
2026-04-23 13F Farmers & Merchants Investments Inc 435 0.00 33 3.23
2026-05-07 13F Legacy Wealth Managment, LLC/ID 125 0.00 9 0.00
2026-04-24 13F Argent Advisors, Inc. 6,500 0.00 488 2.09
2026-05-11 13F Fortis Capital Management LLC 3,824 -2.00 287 0.00
2026-04-22 13F Foundation Wealth Management, LLC\PA 57,933 -3.37 4,351 -1.36
2026-04-09 13F Butensky & Cohen Financial Security, Inc 3,637 -4.01 273 -1.80
2026-04-17 13F Webster Bank, N. A. 51,248 13.70 3,849 16.08
2026-04-22 13F Investment Advisory Group, LLC 4,714 1.07 354 3.21
2026-05-05 13F Sandy Cove Advisors, LLC 268,309 11.28 20,150 13.61
2026-05-15 13F Aqr Capital Management Llc 479,517 11.91 36,012 14.25
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 11,513 20.30 912 20.50
2026-05-06 13F Dunhill Financial, LLC 728,621 11.84 54,134 12.96
2026-05-14 13F CIBC World Markets Inc. 54,948 3.84 4,127 6.01
2026-05-05 13F UBS Group AG 8,360,920 24.51 627,905 27.12
2026-05-14 13F White Lighthouse Investment Management Inc. 21,387 -0.16 1,606 1.97
2026-04-14 13F Compton Wealth Advisory Group, LLC 745,670 -1.54 56,738 1.85
2026-04-20 13F Jfs Wealth Advisors, Llc 16,569 0.00 1,244 2.13
2026-05-12 13F Orcam Financial Group 20,498 3.44 1,539 5.63
2026-05-15 13F Ameriprise Financial Inc 1,077,047 13.91 80,393 15.63
2026-04-10 13F RTD Financial Advisors, Inc. 9,899 0.03 743 2.20
2026-05-11 13F Schiavi & Co LLC 4,519 0.00 339 2.11
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 1,764 -19.82 132 -18.01
2026-02-05 13F Center for Financial Planning, Inc. 1,909 0.00 140 2.94
2026-05-15 13F Bragg Financial Advisors, Inc 4,079 0.00 306 2.00
2026-04-27 13F Tennessee Valley Asset Management Partners 86,269 2.60 6,479 4.75
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100.00 0
2026-04-21 13F Alpine Bank Wealth Management 55,705 0.00 4,183 2.10
2026-05-08 13F Bluebird Wealth Management LLC 4,369 44.48 328 47.75
2026-05-11 13F Commerce Bank 124,070 5.12 9,318 7.31
2026-05-08 13F Addison Advisors LLC 671 0.00 50 2.04
2026-04-20 13F Verus Financial Partners, Inc. 643,775 -0.55 51,830 2.96
2026-04-20 13F Naples Global Advisors, Llc 3,485 0.00 262 1.95
2026-04-10 13F BostonPremier Wealth LLC 2,670 201
2026-04-28 13F Berkshire Bank 49,433 -4.06 3,712 -2.06
2026-05-05 13F Gould Asset Management Llc /ca/ 14,335 -5.19 1,077 -3.24
2026-05-13 13F United Services Automobile Association 0 -100.00 0
2026-02-17 13F Snowden Capital Advisors LLC 36,333 0.00 2,673 3.05
2026-04-28 13F Stratos Wealth Advisors, LLC 182,943 1.60 13,739 3.73
2026-05-14 13F North Ridge Wealth Advisors, Inc. 2,750 205.56 207 212.12
2026-04-08 13F Charis Legacy Partners, LLC 30,365 -0.65 2,280 1.42
2026-04-16 13F Annex Advisory Services, LLC 9,456 -16.23 710 -14.46
2026-04-22 13F Princeton Global Asset Management LLC 325 0.00 24 4.35
2026-05-12 13F Community Bank, N.A. 1,034 0.00 78 1.32
2026-04-10 13F Novem Group 18,148 0.01 1,363 2.10
2026-04-07 13F Anderson Hoagland & Co 28,714 -0.35 2,156 1.75
2026-04-28 13F Flagship Harbor Advisors, Llc 44,847 2.81 3,368 4.96
2026-05-12 13F Cambiar Investors Llc 0 -100.00 0
2026-05-14 13F Hilltop Holdings Inc. 0 -100.00 0
2026-05-15 13F XTX Topco Ltd 0 -100.00 0
2026-04-30 13F Kestra Advisory Services, LLC 516,112 33.27 38,760 36.05
2026-04-28 13F Lansing Street Advisors 44,746 -0.89 3,360 1.20
2026-05-14 13F C M Bidwell & Associates Ltd 6,145 0.00 461 1.99
2026-05-01 13F Van Cleef Asset Management,Inc 363,150 -0.92 27,273 1.16
2026-05-13 13F Ankerstar Wealth, LLC 1,223 0.00 92 1.11
2026-04-01 13F Beacon Wealthcare LLC 262,154 0.47 19,688 2.57
2026-04-21 13F Beaumont Asset Management, L.L.C. 83,081 30.66 6,239 33.40
2026-05-14 13F Entrewealth, Llc 3,061 230
2026-05-15 13F Valley Financial Group, Inc. 71,423 -3.67 5,364 -1.67
2026-04-16 13F Ironwood Financial, llc 45,311 9.51 3,403 7.25
2026-05-05 13F SOUTH STATE Corp 224,406 -6.26 16,853 -4.30
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1,541 1.65 116 3.60
2026-05-11 13F Salomon & Ludwin, LLC 799 0.00 60 0.00
2026-04-28 13F Kingswood Wealth Advisors, Llc 54,201 -1.32 4,071 0.74
2026-04-22 13F Coastal Investment Advisors, Inc. 7,700 0.61 578 2.85
2026-04-28 13F Bogart Wealth, LLC 3,574 90.92 268 95.62
2026-05-05 13F Regions Financial Corp 20,444 -2.49 1,535 -0.45
2026-05-04 13F Texas Yale Capital Corp. 4,942 0.06 371 2.20
2026-04-23 13F Equita Financial Network, Inc. 8,754 0.15 657 2.34
2026-04-29 13F Garde Capital, Inc. 16,233 2.32 1,219 4.46
2026-04-13 13F IFP Advisors, Inc 92,086 -2.87 6,916 -0.85
2026-05-15 13F Huntington National Bank 6,249 -0.14
2026-05-04 13F Optima Capital Llc 2,762 0.11 207 2.48
2026-05-01 13F Strategic Financial Partners, Ltd. 4,440 -9.76 333 -7.76
2026-05-05 13F Shaker Investments Llc/oh 34,113 96.23 2,562 100.39
2026-05-13 13F Lantern Wealth Advisors, LLC 9,215 19.46 692 22.05
2026-04-29 13F Capstone Wealth Management Group, Llc 7,396 0.16 555 2.21
2026-05-15 13F Smartleaf Asset Management LLC 31,415 16.69 2,285 14.94
2026-05-08 13F Atlantic Private Wealth, LLC 42,257 0.44 3,174 2.55
2026-05-13 13F Mpwm Advisory Solutions, Llc 1,109 70.09 83 76.60
2026-04-22 13F Semitam Bonam Llc 23,736 1.21 1,783 3.30
2026-05-15 13F Quest Investment Management Llc 169,766 2.97 12,749 5.13
2026-05-07 13F AlTi Global, Inc. 95,328 13.29 7,159 15.67
2026-04-24 13F Charter Oak Capital Management, LLC 474,940 -7.46 35,668 -5.52
2026-04-03 13F Coastline Trust Co 61,350 1.66 4,607 3.78
2026-05-14 13F HighPoint Advisor Group LLC 16,462 10.94 1,236 13.29
2026-04-23 13F Forum Financial Management, LP 8,076 6.60 607 8.80
2026-05-12 13F Up Strategic Wealth Investment Advisors Llc 14,858 0.00 1,222 3.83
2026-04-20 13F KFA Private Wealth Group, LLC 3,167 8.57 238 10.75
2026-05-04 13F Calamos Wealth Management LLC 9,840 0.00 739 2.07
2026-05-11 13F First Financial Bankshares Inc 4,130 310
2026-05-15 13F Harding Loevner Lp 1,399,374 -27.07 105,095 -25.54
2026-04-28 13F Grange Capital, LLC 106,297 5.74 7,983 7.95
2026-05-06 13F Cornerstone Planning Group LLC 2,106 -5.14 171 -1.72
2026-04-15 13F Journey Strategic Wealth Llc 0 -100.00 0
2026-05-06 13F Clifford Swan Investment Counsel Llc 7,775 0.00 584 2.10
2026-05-08 13F Rik Saylor Financial, Inc. 14,006 -0.36 1,052 1.74
2026-04-20 13F Threadgill Financial, Llc 504,564 42.15 37,893 45.04
2026-05-15 13F Capstone Wealth Management, Inc. 15,927 -4.70 1,209 -2.89
2026-05-14 13F Trivant Custom Portfolio Group, LLC 5,041 379
2026-05-14 13F Allworth Financial LP 333,193 1.52 25,023 3.64
2026-04-22 13F Jim Saulnier & Associates, Llc 0 -100.00 0
2026-06-02 13F/A Parallel Advisors, LLC 0 -100.00 0 -100.00
2026-05-14 13F VestGen Advisors, LLC 93,579 840.78 7,684 951.03
2026-05-15 13F Qube Research & Technologies Ltd 1,610 -80.47 121 -80.20
2026-05-14 13F Keebeck Wealth Management, LLC 6,907 -9.14 519 -7.33
2026-04-29 13F Lmcg Investments, Llc 8,128 0.00 610 2.18
2026-04-08 13F Lpwm Llc 3,802 11.14 286 13.55
2026-04-22 13F Promethium Advisors,llc 4,021 0.00 302 2.03
2026-04-23 13F Mayflower Financial Advisors, LLC 44,083 0.88 3,311 2.99
2026-05-14 13F Nicolet Bankshares Inc 14,771 28.08 1,114 31.25
2026-04-28 13F MBL Wealth, LLC 12,964 -21.88 974 -20.25
2026-05-08 13F Palatine Hill Wealth Management, LLC 7,220 -1.62 542 0.56
2026-05-11 13F Manchester Capital Management LLC 28,424 0.00 2,135 2.11
2026-04-13 13F Advocate Group Llc 101,008 12.34 7,586 14.68
2026-04-08 13F Stonebridge Financial Group, LLC 10,997 -0.45 826 1.60
2026-05-15 13F Mercer Global Advisors Inc /adv 513,918 1.30 38,595 3.42
2026-04-17 13F Swp Financial Llc 36,686 -4.96 2,755 -2.96
2026-05-13 13F Brinker Capital Investments, LLC 12,396 24.27 931 26.88
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 6,584 0.00 494 2.07
2026-04-22 13F Pinnacle Bancorp, Inc. 3,112 0.00 234 2.19
2026-05-11 13F Foundations Investment Advisors, LLC 3,780 8.37 284 10.55
2026-05-13 13F Archvest Wealth Advisors, Inc. 97,926 -8.01 7,354 -6.08
2026-05-04 13F Westside Investment Management, Inc. 948 18.06 71 20.34
2026-05-15 13F Glen Eagle Advisors, LLC 16,909 -6.48 1,270 -4.59
2026-04-23 13F Summer Road Llc 320 0.31 24 4.35
2026-05-04 13F Glassman Wealth Services 1,155,257 1.04 86,760 3.15
2026-05-28 13F Cozad Asset Management Inc 24,511 -1.62 1,841 0.44
2026-04-22 13F MFA Wealth Services 4,624 2.26 347 4.52
2026-04-17 13F BCS Wealth Management 4,187 -50.00 314 -48.94
2026-04-15 13F Meridian Financial Partners LLC 3,386 -8.68 257 -9.51
2026-05-08 13F Vanguard Advisers Inc 3,512,355 263,778
2026-05-12 13F Moneta Group Investment Advisors Llc 735,263 -1.53 55,218 0.53
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 8,461 0.40 635 2.58
2026-04-24 13F Essex Financial Services, Inc. 3,470 0.06 261 1.96
2026-05-13 13F Choate Investment Advisors 3,104,806 4.32 233,171 6.50
2026-04-08 13F Beacon Financial Strategies CORP 1,515 0.07 114 1.80
2026-04-21 13F Creekside Partners 65,890 6.64 4,948 8.87
2026-05-14 13F Baird Financial Group, Inc. 3,810,156 10.80 286,143 13.12
2026-04-09 13F Platt Investment Counsel, LLC 90,544 6,800
2026-04-22 13F Spire Wealth Management 41,853 -0.26 3,143 1.85
2026-04-21 13F Creative Capital Management Investments LLC 93 0.00 7 0.00
2026-04-15 13F Wealthcare Capital Management Llc 949,678 -1.09 71,321 0.98
2026-05-15 13F KDT Advisors, LLC 11,705 0.00 879 2.09
2026-04-17 13F New Covenant Trust Company, N.A. 15,113 -4.05 1,135 -3.57
2026-04-28 13F Libra Wealth Llc 8,271 0.00 621 2.14
2026-05-01 13F Kraft, Davis & Associates, LLC 124,865 2.26 10,102 8.52
2026-04-30 13F Colton Groome Financial Advisors, Llc 3,535 0.00 265 1.92
2026-04-28 13F Nbt Bank N A /ny 5,142 153.43 386 2.93
2026-04-29 13F Strategic Blueprint, LLC 3,445 259
2026-05-05 13F Capital Investment Advisory Services, LLC 23,643 -1.63 1,776 0.40
2026-05-14 13F Captrust Financial Advisors 2,131,346 -0.45 160,059 1.63
2026-04-22 13F Janney Montgomery Scott LLC 4,019,221 -0.48 302 1.35
2026-04-22 13F Bay Capital Advisors, LLC 9,012 -23.52 677 -21.94
2026-05-07 13F Sage Financial Group Inc 724,907 9.04 54,441 11.32
2026-05-07 13F Crewe Advisors LLC 936 0.00 70 2.94
2026-04-17 13F Visionary Horizons, LLC 4,531 340
2026-04-21 13F Claro Advisors LLC 6,387 12.27 480 14.59
2026-05-08 13F Prime Capital Investment Advisors, LLC 10,996 29.96 826 32.64
2026-04-30 13F Hegarty Advisors, LLC 212,817 5.17 15,983 7.38
2026-04-21 13F Mesirow Financial Investment Management, Inc. 16,937 2.86 1,272 4.95
2026-04-20 13F Apella Capital, LLC 119,446 -1.99 9,750 8.76
2026-05-13 13F Quantum Capital Management, LLC / NJ 119,269 -2.95 8,957 -0.91
2026-04-29 13F Resonant Capital Advisors, LLC 4,197 3.37 315 5.70
2026-04-28 13F Indiana Trust & Investment Management CO 1,743 0.00 131 1.56
2026-04-15 13F Snider Financial Group 17,396 -23.59 1,306 -21.98
2026-01-29 13F Comerica Bank 194,447 3.96 14,304 7.15
2026-05-11 13F Integrity Alliance, Llc. 5,059 5.07 380 7.06
2026-04-07 13F GK Wealth Management LLC 0 -100.00 0
2026-05-14 13F Schroder Investment Management Group 1,802,320 84.65 131,119 81.82
2026-04-16 13F Park National Corp /oh/ 1,052 79
2026-05-07 13F Dakota Wealth Management 212,526 8.70 15,961 10.98
2026-05-13 13F Fortress Private Ledger, Llc 6,520 490
2026-04-08 13F Pioneer Wealth Management Group 14,821 -18.05 1,113 -16.32
2026-04-23 13F Lakewood Asset Management LLC 8,893 8.23 668 10.43
2026-04-27 13F 4wealth Advisors, Inc. 4,765 16.62 347 15.33
2026-04-23 13F Fairway Wealth LLC 7,482 0.08 562 2.19
2026-05-15 13F Bank Of America Corp /de/ 34,569,513 4.47 2,596,170 6.65
2026-05-15 13F Fort Vancouver Investment Management, LLC 3,010 -2.68 226 -0.44
2026-05-07 13F Manuka Financial, LLC 5,308 0.06 399 2.05
2026-04-22 13F Aspire Capital Advisors LLC 5,425 -23.32 407 -21.73
2026-04-22 13F Harbor Asset Planning, Inc. 641 0.16 48 2.13
2026-02-13 13F Colony Group, LLC 604,332 21.79 44,439 25.47
2026-04-27 13F Portland Financial Advisors Inc 6,693 0.00 503 2.03
2026-05-15 13F Pin Oak Investment Advisors Inc 178 0.00 0
2026-05-06 13F Simon Quick Advisors, Llc 93,753 -5.38 7,041 -3.40
2026-05-07 13F Midland Wealth Advisors Llc 18,859 -4.77 1,416 -2.75
2026-05-15 13F Gateway Wealth Partners, LLC 39,985 121.49 3,003 126.22
2026-05-12 13F SVRN Asset Management, LLC 44,976 0.00 3,378 2.09
2026-04-28 13F Bfsg, Llc 593 0.00 45 2.33
2026-05-06 13F American Financial & Tax Strategies Inc 4,119 0.00 309 2.32
2026-04-13 13F Chesley Taft & Associates LLC 261,536 -0.15 19,641 1.94
2026-05-14 13F Cambria Investment Management, L.P. 5,180 1.65 389 4.01
2026-05-15 13F TCG Advisory Services, LLC 68,483 368.97 5,143 378.86
2026-04-22 13F BluePath Capital Management, LLC 4,145 311
2026-05-13 13F GSG Advisors LLC 14,045 35.09 1,055 37.96
2026-05-12 13F Bnp Paribas Arbitrage, Sa 149,432 18.16 11,222 20.64
2026-04-30 13F Bernzott Capital Advisors 0 -100.00 0
2026-05-27 13F Security Financial Services, INC. 46,179 -2.54 3,468 -0.49
2026-04-21 13F Towneley Capital Management, Inc / DE 3,643 0.16 274 2.25
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 556,531 -1.31 41,795 0.76
2026-05-13 13F Davis R M Inc 531,338 2.55 39,903 4.70
2026-04-08 13F Evanson Asset Management, LLC 50,441 8.96 3,788 11.25
2026-04-22 13F Ifrah Financial Services, Inc. 159,816 -3.85 12,002 -1.84
2026-04-28 13F Canvas Wealth Advisors, LLC 6,000 451
2026-04-07 13F Boltwood Capital Management 27,644 -1.99 2,076 0.10
2026-05-04 13F Retirement Income Solutions, Inc 20,926 25.68 1,572 28.35
2026-05-20 13F TrueWealth Financial Partners 53,320 4,004
2026-04-13 13F Gibraltar Capital Management, Inc. 41,485 0.00 3,116 2.10
2026-04-14 13F American State Bank (Iowa) 0 -100.00 0
2026-05-15 13F Df Dent & Co Inc 57,018 -2.40 4,282 -0.35
2026-04-15 13F City Holding Co 468 35
2026-04-24 13F FRG Family Wealth Advisors LLC 42,350 12.47 3,180 14.84
2026-05-12 13F Insigneo Advisory Services, Llc 53,754 38.62 4,037 41.51
2026-05-06 13F Fort Sheridan Advisors Llc 4,763 358
2026-05-07 13F Oak Harbor Wealth Partners, Llc 430 32
2026-02-13 13F Nicolet Advisory Services, Llc 5,770 3.67 442 9.95
2026-05-06 13F Watershed Asset Management, L.L.C. 75,739 0.00 5,688 2.08
2026-04-16 13F Waystone Advisors Llc 6,965 -5.02 523 -2.97
2026-04-16 13F Diversified Trust Co 5,535,204 5.62 415,694 7.83
2026-04-17 13F Summit Wealth Partners, LLC 12,044 0.01 905 2.15
2026-05-06 13F Quest 10 Wealth Builders, Inc. 457 -0.44 34 3.03
2026-05-07 13F TCTC Holdings, LLC 3,506 0.00 263 2.33
2026-05-07 13F Ckw Financial Group 284,316 -2.06 22 0.00
2026-05-08 13F Nia Impact Advisors, Llc 7,212 -4.20 542 -2.17
2026-05-07 13F Sagespring Wealth Partners, Llc 10,613 9.80 797 12.10
2026-05-12 13F Innovative Asset Advisors Group, LLC 9,814 737
2026-05-14 13F Brown Brothers Harriman & Co 22,976 -16.79 1,725 -15.07
2026-04-24 13F Bull Street Advisors, LLC 10,446 1.36 1
2026-05-13 13F Federation des caisses Desjardins du Quebec 609,926 -11.68 45,805 -9.83
2026-04-16 13F Clark Asset Management, LLC 52,442 0.88 3,938 3.01
2026-05-19 13F Gts Financial, Llc 32,004 1,941
2026-05-15 13F Gross & Hartman Investments LLC 5,909 444
2026-04-22 13F Avise Financial Cooperative, Inc. 5,815 437
2026-05-15 13F Carret Asset Management, Llc 51,802 9.52 3,890 11.81
2026-04-07 13F Eastern Bank 11,200 0.00 841 2.19
2026-04-08 13F Tlwm 3,724 4.78 280 6.90
2026-05-13 13F Pitcairn Wealth Advisors LLC 10,162 0.00 748 0.00
2026-05-12 13F Wescott Financial Advisory Group, LLC 14,804 -2.47 1,112 -0.45
2026-05-06 13F Main Street Group, LTD 153,921 11,559
2026-04-27 13F Altus Wealth Group LLC 2,969 0.00 223 1.83
2026-04-08 13F Post Resch Tallon Group Inc. 34,014 -5.43 2,589 -2.16
2026-04-20 13F Values Added Financial LLC 52,632 0.00 3,953 2.09
2026-02-13 13F Sei Investments Co 3,632 19.00 267 23.04
2026-01-16 13F Trust Co Of Vermont 136,295 18.66 10,026 22.30
2026-04-14 13F BSW Wealth Partners 0 -100.00 0
2026-04-23 13F Oppenheimer & Co Inc 42,740 25.25 3,210 27.85
2026-05-13 13F BlackRock, Inc. 142,576 -78.10 10,707 -77.65
2026-04-15 13F Wealthcare Capital Partners, LLC 49,809 0.15 3,741 2.24
2026-05-14 13F Miller Capital Partners, Inc. 674 0.00 51 2.04
2026-04-23 13F Kagan Cocozza Asset Management 8,747 1.33 657 3.47
2026-05-12 13F Ameritas Advisory Services, LLC 11,515 -7.84 865 -5.98
2026-04-13 13F Gill Capital Partners, Llc 252 19
2026-05-15 13F Advisory Services Network, LLC 112,312 7.21 8,435 9.45
2026-05-14 13F Mcguire Capital Advisors Inc 145 -43.14 11 -44.44
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 100 -89.01 8 -89.39
2026-05-04 13F Nwam Llc 90,260 -0.21 6,779 -0.28
2026-04-15 13F Gradient Capital Advisors, LLC 20,839 -2.72 1,565 -0.63
2026-05-18 13F/A RBF Capital, LLC 20,000 0.00 1,502 2.11
2026-05-15 13F Capstone Financial Advisors, Inc. 5,177 0.00 389 2.11
2026-05-14 13F Evoke Wealth, Llc 17,101 85.28 1,284 89.38
2026-03-04 13F Henson-Edgewater Management, LLC 67,191 4,943
2026-04-16 13F Sentinel Pension Advisors Inc 4,188 32.28 315 35.34
2026-05-13 13F Natixis Advisors, L.p. 304,030 4.51 23 4.76
2026-04-30 13F Madison Wealth Partners, Inc 7,606 0.01 571 2.15
2026-05-15 13F Occam Crest Management LP Put 350 348
2026-04-13 13F Breachway Investments LLC 2,800 0.00 213 3.90
2026-05-05 13F Clear Harbor Asset Management, LLC 304,965 0.63 22,903 2.73
2026-04-23 13F TFC Financial Management 1,246 0.00 94 2.20
2026-05-06 13F North Star Asset Management Inc 91,941 0.49 6,905 2.59
2026-05-11 13F Clarendon Private LLC 9,394 -13.92 706 -12.09
2026-04-16 13F Tactive Advisors, LLC 6,659 -7.48 500 -5.48
2026-05-07 13F Lowe Brockenbrough & Co Inc 35,970 -0.22 2,701 1.89
2026-05-15 13F Whalerock Point Partners, Llc 8,150 27.84 612 30.77
2026-04-10 13F Matrix Trust Co 0 -100.00 0
2026-05-05 13F Leo Wealth, LLC 10,498 102.08 788 106.28
2026-05-15 13F Tradition Wealth Management, LLC 3,889 -1.12 292 1.04
2026-04-14 13F Northwest Wealth Management, Llc 21,753 -3.69 1,634 -1.69
2026-05-08 13F Altiora Financial Group, LLC 3,410 0.00 256 2.40
2026-04-17 13F High Net Worth Advisory Group LLC 5,300 0.00 398 2.31
2026-05-11 13F Savvy Advisors, Inc. 25,834 19.85 1,940 22.40
2026-04-07 13F Abacus Planning Group, Inc. 49,690 30.98 3,732 33.73
2026-05-01 13F Harwood Advisory Group, LLC 84 0.00 6 0.00
2026-05-11 13F Financial Perspectives, Inc 2,152 9.13 162 11.03
2026-02-03 13F Navellier & Associates Inc 0 -100.00 0 -100.00
2026-04-28 13F Journey Beyond Wealth, LLC 210,246 -13.49 15,789 -11.68
2026-04-13 13F Massmutual Trust Co Fsb/adv 5,152 -22.01 387 -20.41
2026-04-23 13F Fairman Group, LLC 4,412 66.99 331 70.62
2026-05-11 13F CacheTech Inc. 89,822 -1.76 6,746 0.30
2026-05-15 13F Chilton Investment Co Llc 99,290 7,457
2026-04-17 13F Richards, Merrill & Peterson, Inc. 216 0.00 16 6.67
2026-05-13 13F Argent Trust Co 26,972 56.11 2,026 59.45
2026-05-08 13F Firestone Capital Management 292,117 5.30 21,938 7.51
2026-04-27 13F S.A. Mason LLC 4,881 0.31 367 2.52
2026-04-15 13F Seacrest Wealth Management, Llc 7,992 -7.99 600 -8.26
2026-05-11 13F Biltmore Family Office, LLC 1,105 0.00 83 1.23
2026-04-28 13F Belpointe Asset Management LLC 12,807 -59.86 962 -59.04
2026-05-04 13F CORDA Investment Management, LLC. 32,249 1.43 2,422 3.55
2026-05-01 13F Citizens Financial Group Inc/ri 350,933 -2.86 26,355 -0.82
2026-05-12 13F IFG Advisory, LLC 0 -100.00 0
2026-05-14 13F SWAN Capital LLC 1,312 -74.83 99 -74.41
2026-05-11 13F Partners in Financial Planning 26,774 -1.29 2,011 0.75
2026-05-01 13F UNIVEST FINANCIAL Corp 0 -100.00 0
2026-05-08 13F Wilkerson Advisory Group LLC 18 0.00 1 0.00
2026-04-21 13F Nemes Rush Group LLC 270 0.00 20 5.26
2026-05-15 13F Manufacturers Life Insurance Company, The 0 -100.00 0
2026-05-12 13F Atlantic Union Bankshares Corp 22,343 -20.70 1,678 -19.06
2026-05-11 13F OpenArc Corporate Advisory, LLC 221,523 133.35 16,636 138.24
2026-04-22 13F Hurlow Wealth Management Group, Inc. 0 -100.00 0
2026-04-15 13F Trust Point Inc. 98,431 -29.69 7,392 -28.22
2026-04-30 13F Roman Butler Fullerton & Co 5,700 0.00 451 2.73
2026-05-15 13F Fmr Llc 380,330 26.76 28,563 29.41
2026-05-08 13F Strategic Financial Services, Inc, 4,621 -1.68 347 -6.72
2026-05-07 13F Hanover Advisors Inc 5,389 9.33 405 11.60
2026-04-15 13F PW Nova Financial Services LLC 71,430 24.82 5,364 25.50
2026-04-28 13F GM Advisory Group, Inc. 3,574 2.91 268 5.10
2026-05-12 13F TIAA Wealth Investment Management LLC 1,811 132
2026-04-29 13F Mondrian Investment Partners LTD 1,588 -57.29 119 -56.41
2026-05-04 13F Mml Investors Services, Llc 801,535 -12.50 60,195 -10.67
2026-05-14 13F Dorsey & Whitney Trust CO LLC 59,007 3.01 4,431 5.17
2026-05-15 13F/A Arrowroot Family Office, LLC 2,746 206
2026-04-27 13F BIP Wealth, LLC 596,151 -7.05 44,771 -5.11
2026-04-27 13F Albion Financial Group /ut 442,365 0.66 33,222 2.77
2026-04-24 13F Private Advisor Group, LLC 74,475 6.34 5,593 8.58
2026-04-28 13F BLB&B Advisors, LLC 332,907 1.80 25,001 3.93
2026-04-23 13F Summit Wealth Group Llc / Co 9,953 0.00 747 2.05
2026-05-12 13F GGM Financials LLC 407 0.25 31 3.45
2026-05-01 13F New Republic Capital, LLC 4,091 0.12 307 2.33
2026-05-15 13F CI Private Wealth, LLC 1,567,158 -3.68 110,029 -7.03
2026-04-13 13F TL Private Wealth 266,878 -1.51 21,139 2.70
2026-05-15 13F Vista Investment Management 3,008 3.80 226 5.63
2026-05-18 13F Centaurus Financial, Inc. 1,909 -0.52 0
2026-05-15 13F Advisor Group Holdings, Inc. 1,304,680 50.22 97,993 53.35
2026-05-04 13F J.Safra Asset Management Corp 1,087,264 3.88 81,654 6.06
2026-05-13 13F NFP Retirement, Inc. 88,029 7.85 6,611 10.11
2026-05-15 13F Euclidean Capital LLC 3,243,484 8.47 243,586 10.75
2026-05-13 13F Ubs Asset Management Americas Inc 74,874 200.80 5,623 207.10
2026-04-09 13F CRA Financial Services, LLC 6,973 -14.14 524 -12.40
2026-04-13 13F St Germain D J Co Inc 234 67.14 18 70.00
2026-05-04 13F Geneos Wealth Management Inc. 8,018 1.67 602 3.79
2026-04-08 13F Holos Integrated Wealth LLC 102 0.99 8 0.00
2026-04-24 13F National Asset Management, Inc. 9,964 5.01 725 3.72
2026-05-07 13F Grant Street Asset Management, Inc. 5,624 0.07 422 2.18
2026-05-01 13F Fifth Third Bancorp 623,527 37.41 46,827 40.29
2026-05-05 13F Frazier Financial Advisors, LLC 2,006 0.00 151 2.04
2026-04-27 13F DSG Capital Advisors, LLC 3,885 0.23 292 -2.02
2026-04-28 13F Collaborative Fund Advisors, LLC 11,986 900
2026-04-30 13F SkyOak Wealth, LLC 19,013 1.01 1,428 3.11
2026-05-15 13F Susquehanna Advisors Group, Inc. 20,250 0.00 1,521 2.08
2026-04-29 13F Ascent Advisors, LLC 30,207 2,329
2026-05-11 13F Fairscale Capital, LLC 31 0.00 2 0.00
2026-05-15 13F Morgan Stanley 25,285,044 11.72 1,898,907 14.06
2026-05-14 13F Sand Hill Global Advisors, LLC 22,506 0.00 1,690 2.11
2026-04-16 13F Standpoint Asset Management, LLC 492,300 -3.51 36,972 -1.49
2026-04-27 13F Ryan Investment Management, Inc. 5,195 0.56 390 2.63
2026-04-15 13F Arlington Financial Advisors, LLC 4,018 -17.90 302 -16.39
2026-04-10 13F Charles Schwab Trust Co 7,480 87.00 562 90.82
2026-04-30 13F GreatBanc Trust CO 91,430 5.30 6,866 7.50
2026-04-13 13F Newman Dignan & Sheerar, Inc. 52,878 5.48 3,971 7.70
2026-04-09 13F Wedmont Private Capital 189,589 101.81 15,017 112.13
2026-05-06 13F Sound View Wealth Advisors Group, LLC 11,021 -10.84 828 -9.02
2026-05-15 13F Sierra Capital LLC 10,197 0.14 1
2026-04-14 13F Plancorp, LLC 22,845 1.19 1,810 8.98
2026-04-16 13F Sheets Smith Wealth Management 15,022 -0.66 1,128 1.44
2026-05-11 13F Rebalance, Llc 11,953 -0.01 898 2.05
2026-05-14 13F Cwm, Llc 937,620 6.92 70,415 109,923.44
2026-04-17 13F RFG Advisory, LLC 34,680 -25.27 2,604 -23.70
2026-01-23 13F Keener Financial Planning LLC 0 -100.00 0
2026-05-07 13F JMG Financial Group, Ltd. 214,457 -2.79 16,106 -0.76
2026-04-27 13F Td Private Client Wealth Llc 51,097 14.20 3,837 16.59
2026-05-04 13F Sterling Group Wealth Management, LLC 4,008 -1.33 301 1.01
2026-05-14 13F Aspen Grove Capital, LLC 0 -100.00 0
2026-04-14 13F eCIO, Inc. 3,223 -1.01 242 1.26
2026-04-27 13F Mount Yale Investment Advisors, LLC 8,055 16.86 605 19.13
2026-05-14 13F/A Leo H. Evart, Inc. 890 67
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