0LOD - Vanguard Specialized Funds - Vanguard Real Estate ETF Ações - Preço das Ações, Propriedade Institucional, Acionistas

Vanguard Specialized Funds - Vanguard Real Estate ETF
GB ˙ LSE ˙ US9229085538
US$ 88,15 ↑0.35 (0.40%)
2023-12-18
PREÇO DA AÇÃO
Estatísticas Básicas
Proprietários Institucionais 1797 total, 1789 long only, 1 short only, 7 long/short - change of 2.10% MRQ
Alocação Média no Portfólio 0.5293 % - change of 2.23% MRQ
Ações Institucionais (Longas) 229,752,480 (ex 13D/G) - change of 9.56MM shares 4.34% MRQ
Valor Institucional (Longa) $ 19,538,480 USD ($1000)
Propriedade Institucional e Acionistas

Vanguard Specialized Funds - Vanguard Real Estate ETF (GB:0LOD) tem 1797 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 229,752,480 ações. Os maiores acionistas incluem Empower Advisory Group, LLC, Northwestern Mutual Wealth Management Co, Creative Planning, Bank Of America Corp /de/, Wealthfront Advisers Llc, Morgan Stanley, State of New Jersey Common Pension Fund D, Jpmorgan Chase & Co, Gallagher Fiduciary Advisors, LLC, and Us Bancorp \de\ .

Vanguard Specialized Funds - Vanguard Real Estate ETF (LSE:0LOD) 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

Veja o Explorador de Propriedade, que fornece uma lista das empresas com melhor classificação.

Veja as Ações de Maior Classificação
AI+ Ask Fintel’s AI assistant about Vanguard Specialized Funds - Vanguard Real Estate ETF.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
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.

Atualize para desbloquear dados premium e exportar para Excel .

Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-01-07 13F Private Client Services, Llc 0 -100.00 0
2026-04-21 13F Oak Wealth Advisors LLC 6,028 0.02 535 0.19
2026-04-28 13F Stratos Wealth Partners, LTD. 174,117 20.10 15,444 20.38
2026-04-20 13F FSC Wealth Advisors, LLC 0 -100.00 0
2026-05-13 13F Elm Partners Management LLC 93,988 -2.12 8,208 -3.41
2026-02-12 13F Litman Gregory Asset Management LLC 16,011 -0.68 1,417 -3.87
2026-04-08 13F Cadent Capital Advisors, LLC 2,826 251
2026-05-12 13F M Holdings Securities, Inc. 26,242 -15.26 2 0.00
2026-04-28 13F Berger Financial Group, Inc 2,719 -1.95 241 -1.63
2026-05-13 13F BCJ Capital Management, LLC 4,979 442
2026-05-14 13F Roof Eidam & Maycock/adv 14,095 0.03 1,250 0.32
2026-04-13 13F Chickasaw Capital Management Llc 2,500 0
2026-05-15 13F Fiduciary Trust Co 61,338 -1.67 5,441 -1.43
2026-04-24 13F Root Financial Partners, LLC 31,055 45.69 2,755 46.02
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 83 7
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100.00 0
2026-05-14 13F Bollard Group LLC 127 0.79 0
2026-05-12 13F Daybright Advisory Services, Inc. 7,607 48.55 675 48.79
2026-05-08 13F Retirement Planning Co of New England, Inc. 23,424 0.70 2,078 0.92
2026-05-14 13F Gts Securities Llc 253,269 22,465
2026-05-08 13F Vanguard National Trust Co 13,679 1,213
2026-05-15 13F PACK Private Wealth, LLC 101,903 3.89 9,039 4.12
2026-05-13 13F Lido Advisors, LLC 183,400 17.56 16,268 14.65
2026-05-14 13F Ted Buchan & Co 105,489 3.29 9,357 3.53
2026-01-09 13F Diversified Trust Co 0 -100.00 0 -100.00
2026-04-29 13F Sageworth Trust Co 0 -100.00 0
2026-05-15 13F/A EverSource Wealth Advisors, LLC 6,003 30.56 532 31.03
2026-04-08 13F Thompson Investment Management, Inc. 488 0.00 43 0.00
2026-04-30 13F Beirne Wealth Consulting Services, LLC 22,805 117.27 2,025 117.63
2026-05-05 13F Legacy Advisors, LLC 2,646 -3.04 235 -2.90
2026-05-12 13F/A Signature Securities Group Corporation 15,745 -5.20 1,397 -4.97
2026-06-03 13F DBK Financial Counsel, LLC 13,183 5.55 1,169 5.79
2026-05-06 13F Hamilton Point Investment Advisors, LLC 83 0.00 7 0.00
2026-05-14 13F Johnson Financial Group, LLC 209,248 -1.00 18,560 -0.76
2026-05-20 13F/A Arete Wealth Advisors, LLC 27,545 3.92 2,442 122,000.00
2026-04-21 13F Maseco Llp 11,439 1.10 1,014 1.30
2026-04-21 13F Dougherty Wealth Advisers LLC 1 -100.00 0 -100.00
2026-04-24 13F Old Peak Finance LLC 5,174 -12.33 459 -12.26
2026-04-27 13F Citizens & Northern Corp 2,683 0.00 238 0.00
2026-05-12 13F Focused Alpha, Llc 2,722 -4.76 241 -4.37
2026-01-14 13F ORG Partners LLC 32 0.00 3 0.00
2026-05-14 13F Select Asset Management & Trust 3,197 0.00 0
2026-05-15 13F Two Sigma Investments, Lp 3,660,600 2.44 324,695 2.68
2026-04-09 13F Peterson Wealth Advisors, LLC 100,600 -19.67 8,923 -19.47
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 2,765 0.00 245 0.41
2026-05-14 13F St. Louis Trust Co 17,485 2.05 1,551 2.24
2026-05-08 13F Seneschal Advisors, LLC 2,886 0.00 256 0.00
2026-05-13 13F WealthCollab, LLC 82,125 8.43 7,284 8.68
2026-04-29 13F Invested Advisors 6,127 4.04 543 4.22
2026-05-12 13F Chesapeake Asset Management Llc 91 33.82 8 33.33
2026-05-13 13F Consultiva Wealth Management, Corp. 265 0.00 24 0.00
2026-02-17 13F Prostatis Group LLC 0 -100.00 0
2026-05-12 13F Teachers Insurance & Annuity Association Of America 1,182 0.00 105 0.00
2026-04-15 13F Atwood & Palmer Inc 1,112 0.00 99 0.00
2026-05-13 13F Tobias Financial Advisors, Inc. 187,509 6.77 16,632 7.03
2026-05-13 13F AE Wealth Management LLC 18,665 -20.78 1,656 -20.59
2026-02-17 13F Caisse De Depot Et Placement Du Quebec 0 -100.00 0
2026-05-01 13F Coordinated Financial Services, Inc. 11,666 -19.09 1,035 -18.90
2026-04-17 13F Murphy & Mullick Capital Management Corp 849 0.00 75 0.00
2026-04-20 13F Ritholtz Wealth Management 15,252 26.77 1,353 27.07
2026-04-16 13F Rockland Trust Co 22,547 -4.28 2,000 -4.08
2026-02-11 13F Group One Trading, L.p. 99,764 219.78 8,828 209.54
2026-04-09 13F VERITY Wealth Advisors 22,848 -7.54 2,027 -7.32
2026-05-08 13F Resources Investment Advisors, LLC. 23,794 2.98 2,110 3.23
2026-05-14 13F BTG Pactual Asset Management US LLC 39,469 0.42 3,501 0.66
2026-04-15 13F Cypress Wealth Services, LLC 3,816 -6.86 338 -6.63
2026-02-12 13F Leigh Baldwin & Co., Llc 0 -100.00 0
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100.00 0
2026-05-14 13F Jacobs Equity LLC 7,016 1.98 681 12.01
2026-05-11 13F Viawealth, Llc 7,016 -18.01 622 -17.83
2026-05-04 13F H&H Retirement Design & Management INC 14,434 -3.24 1,387 3.43
2026-05-11 13F First National Bank Of Omaha 22,956 -66.42 2,023 -66.74
2026-04-09 13F Tompkins Financial Corp 4,308 -4.29 382 -4.02
2026-04-23 13F Impact Partnership Wealth, LLC 45,430 74.36 4,030 74.79
2026-04-22 13F Coston, McIsaac & Partners 38 0.00 0
2026-04-24 13F Livet Wealth, LLC 11,439 1.87 1,015 2.11
2026-05-04 13F Calamos Advisors LLC 4,221 374
2026-05-12 13F Werba Rubin Papier Wealth Management 9,558 6.83 848 7.08
2026-05-14 13F Peak6 Llc Call 6,900 -78.23 612 -78.18
2026-05-14 13F Peak6 Llc Put 7,900 33.90 701 34.10
2026-04-09 13F Clarity Capital Advisors, LLC 33,702 10.40 2,989 10.66
2026-05-14 13F Peak6 Llc 4,148 368
2026-05-15 13F Quantinno Capital Management LP 40,595 40.09 3,601 40.41
2026-04-24 13F Bayshore Asset Management, Llc 76,114 -0.67 6,751 -0.43
2026-05-11 13F Strengthening Families & Communities, LLC 2,551 226
2026-05-11 13F Fairfield University 215,774 1.08 19,139 1.32
2026-04-09 13F Rockingstone Advisors LLC 3,854 -2.03 342 -2.01
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 24,691 -3.88 2,190 -3.65
2026-05-08 13F Marco Investment Management Llc 7,457 0.00 661 0.30
2026-05-01 13F Martel Wealth Advisors Inc 10,572 -1.39 938 -1.16
2026-04-17 13F Worth Asset Management, LLC 8,467 751
2026-05-01 13F Luminvest Wealth Management LLC 2,472 219
2026-04-24 13F Deltec Asset Management Llc 0 -100.00 0
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 58 0.00 5 0.00
2026-04-29 13F Duncker Streett & Co Inc 7,570 -1.68 671 -1.47
2026-05-06 13F HighMark Wealth Management LLC 0 -100.00 0
2026-04-07 13F Bath Savings Trust Co 6,771 9.90 601 10.09
2026-04-06 13F Gpwm Llc 114,420 10.41 10,149 10.68
2026-05-15 13F Empowered Funds, LLC 245,563 140.15 21,781 140.73
2026-04-09 13F Aletheian Wealth Advisors LLC 64,763 -3.06 5,744 -5.94
2026-05-08 13F Guidance Capital, Inc 0 -100.00 0
2026-05-14 13F Hazlett, Burt & Watson, Inc. 348 -20.91 0
2026-05-11 13F Atlas Legacy Advisors, LLC 31,301 0.01 2,776 0.25
2026-04-27 13F Pensionmark Financial Group, Llc 59,678 17.06 5,293 17.34
2026-05-12 13F Northwest Bancshares, Inc. 4,308 -8.20 382 -7.95
2026-05-13 13F Triumph Capital Management 746 0.00 66 0.00
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 0 -100.00 0
2026-05-12 13F Bear Mountain Capital, Inc. 106,878 7.43 10,370 13.92
2026-05-14 13F Gladstone Institutional Advisory LLC 7,564 -0.70 671 -0.59
2026-04-21 13F Quad-Cities Investment Group, LLC 5,588 12.89 496 13.01
2026-05-14 13F E&R Wealth Management, LLC 34,501 9.01 3,060 9.29
2026-05-15 13F Two Sigma Securities, Llc 23,999 46.50 2,129 46.86
2026-04-24 13F Ledyard National Bank 2,369 0.00 210 0.48
2026-05-01 13F Anchor Investment Management, LLC 34,184 1.61 3,032 1.88
2026-05-07 13F Fidato Wealth LLC 7,931 -0.99 703 -0.71
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,347 -27.38 1,006 -27.21
2026-05-01 13F Mountain Hill Investment Partners Corp. 11 -90.09 1 -100.00
2026-05-01 13F Wealthspire Advisors, LLC 227,724 -4.53 20,199 -4.30
2026-05-11 13F Aprio Wealth Management, LLC 63,359 -10.84 5,620 -11.15
2026-04-16 13F Strategic Advisory Partners, Llc 2 0
2026-04-17 13F Hanson & Doremus Investment Management 1,710 -3.77 0
2026-05-15 13F Hyundai Investments Co., Ltd. 11,639 108.43 1,016 104.02
2026-04-21 13F GHP Investment Advisors, Inc. 759 72.89 67 76.32
2026-05-13 13F Allie Family Office LLC 64,919 -1.28 5,758 -1.05
2026-04-10 13F Integris Wealth Management, LLC 14,527 -5.26 1,289 -5.01
2026-05-04 13F IFC Advisors LLC 3,229 0.00 286 0.35
2026-04-17 13F Krilogy Financial LLC 106,605 5.98 10,145 11.53
2026-05-14 13F Trustmark National Bank Trust Department 13,435 -17.25 1,192 -17.06
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100.00 0
2026-05-12 13F Leavell Investment Management, Inc. 16,622 -7.08 1,474 -6.83
2026-05-12 13F Motley Fool Wealth Management, LLC 18,575 -3.16 1,648 -2.95
2026-05-12 13F Independent Advisor Alliance 12,681 12.30 1,125 12.51
2026-04-30 13F Base Wealth Management LLC 3,805 -9.75 337 -9.65
2026-04-30 13F Independence Bank of Kentucky 11,621 -2.15 1,031 -1.90
2026-04-13 13F Community Trust & Investment Co 262,380 2.12 23,273 2.37
2026-05-15 13F Strive Financial Group ,LLC 107 67.19 10 100.00
2026-05-14 13F Pinnacle Financial Partners, Inc. 90,969 1.04 8,070 1.28
2026-04-24 13F Boston Trust Walden Corp 4,522 0.00 401 0.25
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 19,827 -0.45 1,759 -4.30
2026-05-06 13F Modera Wealth Management, LLC 113,440 -0.77 10,062 -0.52
2026-04-17 13F CENTRAL TRUST Co 48,326 21.44 4,287 21.73
2026-05-14 13F Northern Trust Corp 103,616 1.33 9,191 1.57
2026-05-08 13F SHP Wealth Management 519 -5.46 46 -4.17
2026-04-03 13F Investors Research Corp 35 0.00 3 0.00
2026-05-02 13F Burton Enright Welch 16,742 -3.49 1,485 -3.26
2026-01-29 13F Concurrent Investment Advisors, LLC 20,120 26.63 1,780 22.59
2026-05-15 13F NorthRock Partners, LLC 109,381 0.52 9,702 0.76
2026-04-09 13F Goelzer Investment Management, Inc. 4,276 0.00 379 0.26
2026-05-14 13F Neuberger Berman Group LLC 276,709 9.51 24,544 9.77
2026-04-30 13F Costello Asset Management, INC 683 -18.79 61 -18.92
2026-05-14 13F Manhattan West Asset Management, LLC 32,924 9.74 2,920 10.02
2026-05-12 13F Cascade Financial Partners, LLC 34,949 1.53 3,100 1.74
2026-04-15 13F Occidental Asset Management, LLC 4,637 4.51 411 4.85
2026-04-10 13F Quaker Wealth Management, LLC 2,007 28,571.43 178
2026-04-23 13F Balanced Wealth Group Llc 54,798 -2.30 4,861 -5.36
2026-04-29 13F Orin Green Financial, LLC 2,459 0.00 218 0.46
2026-05-14 13F MetLife Investment Management, LLC 12,100 -42.33 1,073 -42.19
2026-04-01 13F Bangor Savings Bank 6,628 -30.83 588 -30.70
2026-04-27 13F Smith & Howard Wealth Management, LLC 2,548 0.00 226 0.44
2026-04-06 13F Miller Global Investments, LLC 1,203 -6.16 107 -6.19
2026-05-08 13F Marble Harbor Investment Counsel, LLC 25,025 2.14 2,220 2.35
2026-04-17 13F Verde Capital Management 16,749 3.25 1,486 3.48
2026-04-17 13F/A Founders Financial Securities Llc 5,480 -33.20 508 -29.93
2026-04-29 13F Delta Capital Management Llc 3,000 0.00 0
2026-04-20 13F CWA Asset Management Group, LLC 19,704 16.21 1,748 16.47
2026-04-22 13F Bravera Wealth 1,130 100
2026-05-04 13F Schnieders Capital Management, Llc. 5,298 0.00 470 0.21
2026-05-08 13F Red Wave Investments LLC 56,136 -8.18 4,979 -7.95
2026-05-15 13F Waterford Advisors, LLC 16,743 1,462
2026-05-14 13F Seven Post Investment Office LP 849,940 1.06 75,390 1.30
2026-04-24 13F Financial Life Planners 4,233 1.05 376 1.35
2026-03-16 13F Osbon Capital Management Llc 0 -100.00 0
2026-04-21 13F Topsail Wealth Management, LLC 1,260 0.00 112 0.00
2026-05-15 13F Pinney & Scofield, Inc. 3,268 0.09 290 0.35
2026-04-13 13F Bouchey Financial Group Ltd 10,425 0.00 967 4.88
2026-05-08 13F Minot DeBlois Advisors LLC 35 0.00 3 0.00
2026-04-13 13F First Hawaiian Bank 2,705 0.00 240 0.00
2026-05-13 13F Boston Family Office Llc 28,745 42.06 3 100.00
2026-05-14 13F Synergy Investment Management, LLC 254 23
2026-05-14 13F SlateStone Wealth, LLC 9,552 -1.01 1
2026-05-12 13F Anchor Capital Advisors Llc 3,728 -1.51 331 -1.20
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 15,822 6.06 1,403 6.29
2026-04-22 13F TPG Advisors LLC 10,817 2.03 959 2.24
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 12,620 -17.31 1,119 -17.11
2026-04-28 13F Winthrop Capital Management, LLC 57 0.00 0
2026-05-13 13F Cercano Management LLC 106,191 9,419
2026-04-15 13F Founders Grove Wealth Partners, Llc 17,140 16.40 1,520 16.65
2026-05-12 13F Kovack Advisors, Inc. 14,607 -32.10 1,300 -31.69
2026-04-17 13F Brown, Lisle/cummings, Inc. 480 0.00 43 0.00
2026-04-27 13F Strathmore Capital Advisors, Inc. 0 -100.00 0
2026-04-22 13F Sterling Capital Management LLC 272 0.00 24 0.00
2026-05-11 13F American Money Management, LLC 2,569 -8.41 228 -8.47
2026-05-14 13F Rockbridge Investment Management, LCC 16,482 -4.39 1,462 -4.20
2026-04-22 13F Atwater Malick LLC 3,285 0.00 291 0.34
2026-05-15 13F Gillson Capital LP 107,900 10
2026-05-18 13F Genesis Financial Group, LLC 10,098 18.31 896 18.54
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 11,334 101
2026-05-04 13F Integrity Wealth Solutions LLC 13,195 2.86 1,170 3.08
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 334 0.00 30 0.00
2026-04-17 13F LMG Wealth Partners, LLC 66,389 2.32 5,889 2.56
2026-05-13 13F Cpwa, Llc 4,933 477
2026-05-01 13F Ruedi Wealth Management, Inc. 9,544 -2.36 847 -2.20
2026-05-05 13F Plante Moran Financial Advisors, LLC 745 325.71 66 340.00
2026-04-28 13F Peak Financial Management, Inc. 3,248 -13.22 288 -12.99
2026-05-12 13F Partners Capital Investment Group, Llp 144,944 1.08 12,857 1.32
2026-05-07 13F Northwestern Mutual Wealth Management Co 12,831,491 6.98 1,138,153 7.23
2026-05-13 13F Banque Transatlantique SA 3,000 266
2026-04-27 13F Koshinski Asset Management, Inc. 8,474 -3.49 957 -3.34
2026-05-06 13F Bartlett & Co. Wealth Management Llc 18,747 1.09 1,790 9.09
2026-05-15 13F Quarry LP 0 -100.00 0
2026-05-14 13F Andrews Advisory Associates, LLC 14,524 -47.94 1,288 -47.81
2026-02-04 13F Catalyst Financial Partners Llc 0 -100.00 0
2026-05-11 13F TD Capital Management LLC 3,956 1.07 351 1.16
2026-05-11 13F RWM Asset Management, LLC 8 1
2026-04-28 13F Family CFO Inc 22,671 4.59 2,011 4.80
2026-05-11 13F 111 Capital 49,458 4,387
2026-05-12 13F Warwick Investment Management, Inc. 40,667 -6.43 3,607 -6.19
2026-05-12 13F Richardson Capital Management LLC 201 0.00 18 0.00
2026-05-13 13F Cornerstone Select Advisors, LLC 4,170 370
2026-05-05 13F Cullen/frost Bankers, Inc. 1,588 258.47 141 258.97
2026-05-15 13F Northeast Financial Group, Inc. 133,902 2.71 11,890 3.02
2026-04-22 13F Bluesphere Advisors, LLC 5,284 -2.58 469 -2.50
2026-04-07 13F Signaturefd, Llc 3,196 126.03 284 126.40
2026-04-20 13F Leeward Financial Partners, LLC 6,707 -86.02 595 -86.01
2026-04-15 13F NorthAvenue LLC 0 -100.00 0
2026-04-17 13F Presilium Private Wealth, Llc 278,196 4.17 24,676 4.42
2026-02-12 13F CIBC Private Wealth Group, LLC 69,012 15.41 6,107 11.71
2026-04-17 13F First National Bank Sioux Falls 4,017 0.00 382 7.61
2026-04-17 13F James J. Burns & Company, LLC 4,951 -14.78 439 -14.59
2026-05-01 13F Diversify Wealth Management, Llc 27,741 70.37 2,633 79.54
2026-05-14 13F Knollwood Investment Advisory, LLC 8,989 0.71 797 1.01
2026-04-28 13F Golden State Wealth Management, LLC 359 13.97 32 14.81
2026-05-15 13F Nikulski Financial, Inc. 23,238 107.48 2,061 107.97
2026-04-06 13F Sincerus Advisory, LLC 13,594 -0.64 1,206 -0.41
2026-05-14 13F First Commonwealth Financial Corp /pa/ 2,718 -12.41 241 -12.04
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-05-05 13F One Day In July LLC 34,053 -8.08 3,021 -7.87
2026-04-21 13F Trust Co Of Virginia /va 190,395 1.01 16,888 1.25
2026-05-16 13F Sunbelt Securities, Inc. 695 537.61 62 577.78
2026-02-17 13F MGB Wealth Management, LLC 3 -99.87 0 -100.00
2026-04-13 13F Bay Rivers Group 25,885 2.30 2,296 2.55
2026-05-07 13F Rothschild Investment Llc 15,596 -2.46 1,383 -2.19
2026-05-08 13F Asset Management One Co., Ltd. 121,180 2.41 10,749 2.01
2026-05-13 13F Quantbot Technologies LP 12,719 41.89 1,128 42.24
2026-05-11 13F Elevate Wealth Advisory, Inc 44,109 7.96 3,912 8.22
2026-05-11 13F Citigroup Inc 55,929 -93.50 4,961 -93.48
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 114,083 0.90 10,110 1.14
2026-04-16 13F Capital Advisors, Ltd. LLC 2,304 0.00 0
2026-05-01 13F Midwest Trust Co 375,744 -39.80 33,328 -39.66
2026-04-29 13F Efficient Advisors, LLC 537,829 -11.35 47,705 -11.14
2026-04-21 13F Founders Capital Management 400 0.00 35 0.00
2026-05-13 13F Petra Financial Advisors Inc 5,535 14.43 491 14.49
2026-05-15 13F Harbour Investments, Inc. 27,611 22.63 2,449 22.94
2026-05-18 13F Chesapeake Wealth Management 9,761 -0.17 866 0.00
2026-05-14 13F Proficio Capital Partners LLC 24,015 -1.25 2,130 -1.02
2026-04-28 13F Blossom Wealth Management 3,543 3.54 314 3.97
2026-05-13 13F Jaffetilchin Investment Partners, LLC 16,489 5.09 1,463 5.33
2026-05-15 13F Excelsior Advisor Network LLC 11,275 4.62 1,000 4.93
2026-04-20 13F Dopkins Wealth Management, Llc 13,369 -4.72 1,186 -4.51
2026-05-11 13F Bailard, Inc. 91,987 -29.60 8,159 -29.43
2026-05-08 13F Russell Investments Group, Ltd. 3,088 -11.90 274 -11.94
2026-04-28 13F Bryant Woods Investment Advisors, LLC 7,634 8.47 677 8.84
2026-05-11 13F POM Investment Strategies, LLC 43 -86.52 4 -89.29
2026-04-30 13F Manske Wealth Management 4,594 0.00 407 0.25
2026-05-12 13F WorthPointe, LLC 0 -100.00 0
2026-04-21 13F Wesbanco Bank Inc 13,165 -5.48 1,168 -5.28
2026-04-29 13F Rockwood Wealth Management, LLC 175,751 -1.84 15,589 -1.61
2026-04-24 13F Whelan Financial 264,486 1.92 23,460 2.16
2026-05-06 13F CNB Bank 963 0.00 85 0.00
2026-05-15 13F Alliancebernstein L.p. 144,972 -0.87 12,829 -0.87
2026-05-07 13F Tidemark, LLC 310 0.00 27 0.00
2026-05-14 13F Capital Analysts, Inc. 10,243 0.15 1
2026-04-10 13F Magnus Financial Group LLC 12,018 -0.15 1,066 0.00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 950,636 228.41 84,468 226.34
2026-05-01 13F Financial Connections Group, Inc. 97 0
2026-04-13 13F Foster Group, Inc. 10,621 -24.05 942 -23.85
2026-05-11 13F MainStreet Investment Advisors LLC 4,451 -3.43 395 -3.19
2026-05-15 13F MidFirst Bank 1,700 0.00 151 0.00
2026-04-16 13F Heck Capital Advisors, LLC 5,283 0.48 469 0.65
2026-04-29 13F SwitchPoint Financial Planning, LLC 2,776 0.73 246 1.23
2026-05-15 13F Destination Wealth Management 33,930 11.57 3,010 11.82
2026-05-12 13F Pacific Center for Financial Services 35,052 -80.09 3,109 -80.69
2026-05-08 13F McAdam, LLC 3,383 7.09 300 7.53
2026-04-27 13F Qrg Capital Management, Inc. 2,800 248
2026-04-10 13F Country Trust Bank 83,152 5.81 7,376 6.05
2026-04-13 13F Arwa Llc 2,448 -13.01 227 -8.84
2026-04-28 13F Howe & Rusling Inc 982 0.00 87 1.16
2026-04-28 13F Kanawha Capital Management Llc 80,342 0.87 7,126 1.11
2026-04-17 13F Berman McAleer LLC 8,379 -6.68 743 -6.42
2026-04-15 13F Exchange Traded Concepts, Llc 114,760 253.61 10,179 254.55
2026-05-07 13F Advisor OS, LLC 18,755 1,664
2026-05-15 13F National Philanthropic Trust 0 -100.00 0 -100.00
2026-04-07 13F CoreCap Advisors, LLC 5,681 -37.46 504 -37.36
2026-02-11 13F Rise Advisors, LLC 0 -100.00 0
2026-04-08 13F First Heartland Consultants, Inc. 3,598 -3.07 319 -2.74
2026-04-14 13F Zrc Wealth Management, Llc 6,709 0.51 595 0.85
2026-04-16 13F MontVue Capital Management, Inc. 4,860 -1.60 431 -1.37
2026-02-13 13F Total Wealth Planning, Llc 4,479 -93.35 396 -93.56
2026-04-15 13F Cranbrook Wealth Management, LLC 100 -44.75 9 -50.00
2026-04-08 13F Hardin Capital Partners, LLC 25,734 -0.05 2,283 0.18
2026-05-13 13F Carter Financial, LLC 31,197 -10.77 2,767 -10.54
2026-04-09 13F ASL Financial, LLC 0 -100.00 0
2026-04-13 13F CMH Wealth Management LLC 65,301 38.01 5,792 38.33
2026-05-14 13F Financial Engines Advisors L.L.C. 3,358,966 -0.35 297,940 -0.11
2026-05-15 13F Cohen & Steers, Inc. 61,486 -82.51 5 -83.87
2026-05-13 13F Old North State Trust, LLC 0 -100.00 0
2026-04-28 13F David Kennon Inc 84,232 2.46 7,471 2.71
2026-05-12 13F TD Waterhouse Canada Inc. 8,380 -31.79 746 -31.40
2026-05-05 13F Black Diamond Financial, LLC 49,561 1.04 4,396 1.29
2026-05-15 13F GWM Advisors LLC 78,844 -18.84 1,723 -79.97
2026-05-14 13F Jacobi Capital Management LLC 18,445 41.38 1,636 41.77
2026-04-13 13F Uptown Financial Advisors LLC 9,394 15.96 833 16.34
2026-05-05 13F Prospect Financial Group LLC 17,889 0.38 1,587 0.63
2026-04-23 13F Johnson Wealth Management, LLC 27,982 1.09 2,482 1.35
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 6,081,260 8,501.99 146 -97.67
2026-05-11 13F Linscomb & Williams, Inc. 3,467 0.00 308 0.33
2026-04-29 13F Cary Street Partners Financial Llc 5,927 -5.30 526 -5.06
2026-05-15 13F Jones Financial Companies Lllp 62,943 23.93 5,477 21.87
2026-04-22 13F Princeton Global Asset Management LLC 430 -11.70 38 -11.63
2026-05-14 13F Fort Point Capital Partners LLC 38,219 0.56 3,390 -2.50
2026-04-16 13F BlueSky Wealth Advisors, LLC 9,595 -84.75 851 -84.71
2026-05-28 13F Cozad Asset Management Inc 5,635 0.00 500 0.20
2026-04-27 13F Greenleaf Trust 4,944 0.00 439 0.23
2026-05-14 13F Pennington Partners & Co., Llc 2,979 -14.91 264 -14.56
2026-05-11 13F United Bank 80,710 3.40 7,159 3.63
2026-04-17 13F Outlook Wealth Advisors, LLC 8,571 51.19 752 50.10
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 42 0.00 4 0.00
2026-05-13 13F Calton & Associates, Inc. 7,058 2.14 626 2.45
2026-04-28 13F Walkner Condon Financial Advisors LLC 14,337 6.14 1,271 6.45
2026-04-27 13F Flagstone Financial Management 117,361 4.65 10,410 4.89
2026-05-12 13F Operose Advisors LLC 10 1
2026-05-15 13F Warren Averett Asset Management, LLC 95,720 33.46 8,490 33.79
2026-05-05 13F D.a. Davidson & Co. 21,401 -6.61 1,898 -6.36
2026-04-24 13F Essex LLC 4,325 1.10 384 1.32
2026-04-29 13F Integrity Investment Advisors, LLC 4,215 -6.08 374 -6.05
2026-04-21 13F Moseley Investment Management Inc 3,124 10.27 277 10.80
2026-05-12 13F Cooper/haims Advisors, Llc 3,136 -0.85 278 -0.36
2026-05-13 13F River Wealth Advisors LLC 0 -100.00 0
2026-05-15 13F Logan Stone Capital, LLC 11,587 1,028
2026-04-14 13F Prospera Financial Services Inc 15,346 -2.30 1,363 -2.08
2026-02-17 13F Lighthouse Investment Partners, LLC Call 0 -100.00 0
2026-05-14 13F O'ROURKE & COMPANY, Inc 10,865 14.10 964 14.37
2026-04-08 13F Heritage Family Offices, LLP 3,148 1.06 279 1.45
2026-04-16 13F Cambridge Advisors Inc. 84,729 0.01 7,515 0.25
2026-04-21 13F Decker Retirement Planning Inc. 34,154 13.25 3,029 13.53
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100.00 0
2026-05-08 13F Idaho Trust Bank 65,599 5.83 5,819 6.09
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 20,739 12.01 1,840 12.27
2026-05-01 13F Concord Wealth Partners 0 -100.00 0
2026-05-15 13F EFG International AG 1,640 0.00 145 0.00
2026-05-15 13F Resources Management Corp /ct/ /adv 255 -16.39 0
2026-05-14 13F Joseph P. Lucia & Associates, LLC 3,140 -23.02 279 -22.99
2026-05-07 13F True North Advisors, LLC 9,181 84.32 814 85.00
2026-01-27 13F Fiduciary Advisors, Inc. 0 -100.00 0
2026-05-12 13F Vestcor Inc 17,155 132.17 2
2026-05-06 13F Fidelis Capital Partners, LLC 2,962 -2.95 263 -2.96
2026-04-13 13F CGC Financial Services, LLC 2,405 0.00 213 0.47
2026-04-29 13F Landmark Wealth Management, LLC 3,362 13.47 298 13.74
2026-05-12 13F Omega Financial Group, LLC 201,443 5.74 17,868 5.99
2026-05-13 13F South Plains Financial, Inc. 18,060 -2.82 1,602 -2.62
2026-05-15 13F AlphaCore Capital LLC 17,028 -8.56 1,510 -8.32
2026-05-12 13F Rathbone Brothers plc 81,509 -2.94 7,230 -2.72
2026-01-27 13F Summit Financial Wealth Advisors, LLC 0 -100.00 0
2026-04-02 13F Noble Wealth Management PBC 18,881 -14.37 1,675 -14.20
2026-04-21 13F Keystone Financial Group, Inc. 1,525 0.99 135 1.50
2026-05-14 13F Wrenne Financial Planning LLC 208,089 4.18 18,457 4.43
2026-04-29 13F Austin Asset Management Co Inc 236,628 6.93 20,989 7.18
2026-02-13 13F RFP Financial Group LLC 0 -100.00 0
2026-04-30 13F Financial Freedom, LLC 3,424 -1.10 304 -0.98
2026-02-17 13F Snowden Capital Advisors LLC 15,533 -2.37 1,375 -5.50
2026-02-03 13F Broadwater Capital Management Llc 15 0.00 1 0.00
2026-04-14 13F Beacon Investment Advisory Services, Inc. 470 42
2026-04-30 13F Cedar Mountain Advisors, LLC 370 1.09 33 0.00
2026-05-06 13F Atlantic Trust, LLC 1,064 0.00 94 0.00
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 0 0
2026-05-07 13F Cassaday & Co Wealth Management LLC 63,615 -2.35 5,643 -2.12
2026-05-08 13F Burling Wealth Partners, Llc 2,560 0.00 227 0.44
2026-04-30 13F First Horizon Corp 11,450 -6.15 1,016 -5.93
2026-05-11 13F Delta Asset Management Llc/tn 130 0.78 12 0.00
2026-05-14 13F Raymond James Financial Inc 1,280,054 -13.44 113,541 -13.24
2026-04-30 13F Hsbc Holdings Plc 42,007 -35.65 3,726 -35.49
2026-05-08 13F Private Advisory Group LLC 23,077 2,047
2026-04-16 13F Intergy Private Wealth, LLC 39,340 1.87 3,489 2.11
2026-05-13 13F Parkside Financial Bank & Trust 11,614 -0.49 1,030 -0.19
2026-05-04 13F Bleakley Financial Group, LLC 36,834 141.68 3,267 142.36
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 52,367 -0.98 4,656 -0.49
2026-04-27 13F GenTrust, LLC 140,179 -35.86 12,434 -35.71
2026-05-08 13F Steward Partners Investment Advisory, Llc 637,628 2.79 56,558 3.03
2026-04-23 13F Narwhal Capital Management 4,781 21.35 424 21.84
2026-05-15 13F Gotham Asset Management, LLC 5,383 477
2026-05-05 13F Smith, Moore & Co. 6,367 -10.71 565 -10.48
2026-04-28 13F Antonelli Financial Advisors, LLC 4,825 428
2026-04-22 13F Wiser Advisor Group LLC 9,313 -6.75 826 -6.46
2026-04-22 13F Joel Isaacson & Co., LLC 16,632 -0.35 1,475 -0.07
2026-05-15 13F Rehmann Capital Advisory Group 5,649 -4.51 501 -4.21
2026-04-21 13F Chapin Davis, Inc. 7,616 -4.33 675 -4.12
2026-05-04 13F Rodgers & Associates, LTD 240,523 3.13 21,334 3.38
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 365 0.00 32 0.00
2026-05-05 13F Covestor Ltd 4,758 4.00 0
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100.00 0
2026-05-12 13F Hunter Perkins Capital Management, LLC 4,994 0
2026-04-28 13F Westfuller Advisors, LLC 9,582 8.85 850 9.13
2026-04-30 13F BRYN MAWR TRUST Co 3,835 -4.96 340 -4.76
2026-05-07 13F Vision Retirement, LLC 107 1,237.50 9
2026-04-29 13F Strategic Blueprint, LLC 9,278 -0.54 823 -0.36
2026-04-08 13F Warner Financial, Inc 12,418 1.31 1,101 110,000.00
2026-05-05 13F HighTower Advisors, LLC 666,318 -7.85 59,103 -7.63
2026-05-12 13F Financial Network Wealth Management LLC 3,355 -5.73 0
2026-04-30 13F Manning & Napier Advisors Llc 24,568 2.43 2,179 1.87
2026-04-28 13F Stephens Inc /ar/ 107,594 13.78 9,544 14.04
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 4,500 0.00 399 0.25
2026-04-13 13F Neumann Capital Management, LLC 62,257 -1.85 5,522 -1.62
2026-04-10 13F YHB Investment Advisors, Inc. 6,586 -0.45 584 -0.17
2026-04-21 13F Pflug Koory, LLC 375 0.81 33 3.13
2026-05-15 13F IHT Wealth Management, LLC 3,907 -10.59 347 -10.36
2026-02-13 13F Headlands Technologies LLC 0 -100.00 0
2026-05-11 13F Blueprint Financial Advisors LLC 32,069 -0.03 2,845 0.21
2026-05-13 13F RiverGlades Family Offices LLC 3,904 1.43 346 -1.42
2026-05-01 13F Lester Murray Antman dba SimplyRich 15,082 0.00 1 0.00
2026-05-15 13F GLOBALT Investments LLC / GA 16,750 0.00 1,486 0.20
2026-04-15 13F Iowa State Bank 3,168 4.04 281 4.46
2026-05-01 13F Lincoln Capital LLC 3,000 0.00 266 0.38
2026-04-09 13F Kwmg, Llc 254,075 -1.14 22,536 -0.91
2026-04-21 13F S Harris Financial Group, LLC 3,667 -2.71 325 -2.40
2026-05-08 13F Camelot Portfolios, LLC 0 -100.00 0
2026-04-29 13F Mycio Wealth Partners, Llc 2,200 0.00 195 0.52
2026-05-14 13F Renaissance Technologies Llc 0 -100.00 0
2026-05-04 13F Barrett & Company, Inc. 5,627 0.00 499 0.40
2026-05-13 13F Cascade Investment Group, Inc. 2,853 -0.77 253 -0.39
2026-05-19 13F Financial Insights, Inc. 3,434 3.00 305 3.40
2026-04-29 13F Rocky Mountain Advisers, Llc 125 0.00 11 0.00
2026-04-27 13F Truist Financial Corp 124,032 -37.95 11,002 -37.80
2026-05-13 13F Crews Bank & Trust 11,091 -12.19 984 -12.00
2026-05-14 13F Mill Creek Capital Advisors, LLC 20,936 -1.37 1,857 -1.12
2026-04-30 13F Simplicity Wealth,LLC 4,975 22.81 441 23.18
2026-04-20 13F Courier Capital Llc 28,977 0.73 2,570 0.98
2026-05-13 13F Daiwa Securities Group Inc. 182,890 6.32 16,222 108,046.67
2026-04-21 13F Cambient Family Office, Llc 36 3
2026-04-28 13F WESPAC Advisors, LLC 0 -100.00 0
2026-02-17 13F Main Street Financial Solutions, LLC 11,523 -24.57 1,020 -27.01
2026-04-27 13F Platform Technology Partners 3,768 -6.94 334 -6.70
2026-05-05 13F Putnam Fl Investment Management Co 11,056 -8.08 981 -7.89
2026-05-15 13F Laird Norton Trust Company, Llc 14,930 -53.04 1,324 -52.93
2026-04-20 13F Independent Wealth Network Inc. 4,645 -60.12 412 -60.10
2026-04-29 13F Frankly Finances, LLC 25,084 12.21 2,225 12.44
2026-04-21 13F Financial Consulate, Inc 668 0.00 59 0.00
2026-05-14 13F Orleans Capital Management Corp/la 2,445 0.00 217 0.00
2026-04-27 13F Legacy Financial Group, Inc. 43,613 -1.74 3,868 -1.50
2026-04-30 13F William Howard & Co Financial Advisors Inc 16,054 6.64 1,424 6.91
2026-04-29 13F Skopos Labs, Inc. 7,754 688
2026-04-28 13F ORG Wealth Partners, LLC 32 3
2026-05-15 13F Goldman Sachs Group Inc Put 200,000 17,740
2026-05-14 13F Traynor Capital Management, Inc. 3,705 63.36 324 61.50
2026-01-26 13F Northwest Capital Management Inc 0 -100.00 0 -100.00
2026-05-12 13F CIBC Bancorp USA Inc. 101,482 70.15 8,940 63.98
2026-04-10 13F Armstrong Advisory Group, Inc 1,515 0.13 134 0.75
2026-05-14 13F StoneX Group Inc. 3,516 5.81 312 5.78
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 0 -100.00 0
2026-05-08 13F TMB Capital Partners, LLC 34,859 4.99 3,092 5.28
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 2,353 0.43 227 9.18
2026-04-15 13F Financial Management Professionals, Inc. 20 0.00 2 0.00
2026-05-15 13F Goldman Sachs Group Inc 1,748,564 -31.19 155,098 -31.03
2026-05-14 13F Retiremitten Financial Llc 1,254 111
2026-04-15 13F Retireful, LLC 0 -100.00 0
2026-05-12 13F Alerus Financial Na 786 0.00 70 0.00
2026-04-13 13F Compass Ion Advisors, LLC 35,366 -3.78 3,137 -3.54
2026-05-11 13F Sava Infond d.o.o. 1,100 98
2026-04-15 13F Perkins Coie Trust Co 3,839 0.00 341 0.29
2026-05-08 13F Aviso Wealth Management 0 -100.00 0
2026-04-13 13F CJM Wealth Advisers, Ltd. 4,606 25.74 409 25.93
2026-05-12 13F Rakuten Investment Management, Inc. 113,634 100.00 10,346 100.00
2026-05-14 13F Hilltop Holdings Inc. 5,540 -21.74 491 -21.57
2026-05-15 13F Brown Advisory Inc 115,790 -19.64 10,271 -19.45
2026-04-13 13F Hm Payson & Co 3,563 0.51 316 0.96
2026-05-15 13F Walsh & Associates, LLC 115 0.00 10 0.00
2026-04-16 13F Upper Left Wealth Management, LLC 9,672 -0.18 858 0.00
2026-01-13 13F Stephens Consulting, LLC 11 0.00 1 -100.00
2026-05-14 13F Twin Focus Capital Partners, Llc 5,955 0.00 528 0.38
2026-04-21 13F Colony Family Offices, LLC 3,387 7.22 300 7.53
2026-06-02 13F Norris Financial Group, LLC 0 -100.00 0 -100.00
2026-04-30 13F Stablepoint Partners, LLC 8,737 12.78 775 12.99
2026-05-06 13F Quadrant Private Wealth Management, LLC 0 -100.00 0
2026-05-07 13F First National Trust Co 3,713 0.00 329 0.30
2026-04-08 13F Eclectic Associates Inc /adv 15,995 1.09 1,418 1.21
2026-04-28 13F Ti-trust, Inc 17,326 2.34 1,537 2.54
2026-05-13 13F Callan Family Office, LLC 97,277 17.46 8,629 17.74
2026-05-04 13F Del-Sette Capital Management, LLC 6,745 0.00 598 0.34
2026-05-13 13F Sepio Capital, LP 20,750 -4.17 1,841 -3.97
2026-05-27 13F/A Maripau Wealth Management Llc 4,259 39.91 378 40.15
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 2,026 8.00 180 7.83
2026-04-24 13F 4Thought Financial Group Inc. 584 9.16 52 8.51
2026-05-06 13F Oxford Financial Group Ltd 7,232 -32.89 641 -32.74
2026-04-07 13F Plus Group Wealth Advisors LLC 32,829 20.49 2,912 20.79
2026-05-14 13F Prime Buchholz LLC 22,004 8.58 1,952 8.81
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100.00 0
2026-02-13 13F Motiv8 Investments LLC 181 0
2026-05-15 13F Citadel Advisors Llc Put 128,900 -41.67 11,433 -41.54
2026-04-13 13F Wolff Wiese Magana Llc 43,615 -4.33 3,869 -4.12
2026-04-24 13F Bayban 3,641 0.19 323 0.31
2026-05-15 13F Citadel Advisors Llc 196,543 1,865.04 17,433 1,869.83
2026-05-06 13F Ascent Wealth Partners, LLC 23,677 12.31 2,100 12.60
2026-05-15 13F Citadel Advisors Llc Call 137,900 -48.29 12,232 -48.17
2026-04-23 13F Oppenheimer Asset Management Inc. 31,333 17.31 2,779 17.60
2026-05-11 13F Great Valley Advisor Group, Inc. 19,133 108.90 1,697 109.51
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-05-12 13F Ellis Investment Partners, LLC 11,386 0.78 1,010 1.00
2026-04-23 13F Sellwood Investment Partners LLC 2,769 0.18 246 0.41
2026-05-07 13F Basepoint Wealth LLC 1,186 1.11 105 1.94
2026-05-15 13F Evelyn Partners Investment Management LLP 295 0.00 26 0.00
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 10,964 -15.01 973 -14.81
2026-05-01 13F One Degree Advisors Inc 57,672 109.94 5 150.00
2026-04-22 13F Smallwood Wealth Investment Management, LLC 630 0.00 56 0.00
2026-05-12 13F Cannon Financial Strategists, Inc. 6,636 0.71 589 0.86
2026-04-28 13F Golden State Equity Partners 14,459 101.13 1,283 101.57
2026-05-13 13F O'shaughnessy Asset Management, Llc 28,586 -3.46 2,536 -3.24
2026-04-07 13F Blueline Advisors Llc 37,306 21.68 3,309 21.97
2026-04-14 13F Twelve Points Wealth Management LLC 2,855 -0.07 253 -0.78
2026-05-21 13F Verus Capital Partners, Llc 2,936 -11.08 260 -10.96
2026-04-10 13F Granite FO LLC 0 -100.00 0
2026-05-15 13F RMB Capital Management, LLC 6,309 11.68 560 12.02
2026-05-13 13F Lloyd Advisory Services, LLC. 488 43
2026-05-15 13F Atalanta Sosnoff Capital, Llc 2,601 0.00 231 0.00
2026-05-01 13F Associated Banc-corp 38,573 -30.16 3,421 -30.00
2026-01-08 13F Sound View Wealth Advisors Group, LLC 0 -100.00 0
2026-04-13 13F GoalVest Advisory LLC 44 0.00 4 0.00
2026-04-30 13F First National Bank & Trust Co Of Newtown 15,938 -1.70 1,414 -1.46
2026-04-22 13F BluePrint Investing LLC 85,979 -0.13 7,626 0.11
2026-02-11 13F Strategic Advocates LLC 0 0
2026-05-05 13F Tortoise Investment Management, LLC 17,211 -0.83 1,527 -0.59
2026-04-09 13F Camelot Technology Advisors, Inc. 23,526 16.94 2,087 17.19
2026-04-23 13F Private Wealth Management Group, LLC 0 -100.00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 83,495 7,406
2026-04-29 13F IAG Wealth Partners, LLC 62 24.00 5 25.00
2026-04-07 13F Central Pacific Bank - Trust Division 12 0.00 1 0.00
2026-05-05 13F Bank of New York Mellon Corp 3,431,398 27.32 304,365 27.62
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 334,104 7.20 30 7.41
2026-05-11 13F Chilton Capital Management Llc 108,633 -49.80 9,636 -49.68
2026-04-15 13F Activest Wealth Management 160 2,566.67 14
2026-04-30 13F Corrado Advisors, Llc 0 -100.00 0
2026-04-20 13F Tanglewood Wealth Management, Inc. 225,487 5,538.58 20,001 5,565.72
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 6,594 0.12 585 0.34
2026-04-08 13F Canandaigua National Corp 34,311 3,043
2026-05-12 13F Tiaa Trust, National Association 17,244 -88.00 1,530 -87.97
2026-05-18 13F Graney & King, LLC 792 0.25 70 1.45
2026-05-01 13F Compass Financial Services Inc 0 -100.00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 5,024 22.48 446 22.59
2026-04-29 13F Compass Financial Group, INC/SD 2,773 0.62 246 0.82
2026-05-04 13F Checchi Capital Advisers, LLC 108,858 4.27 9,656 4.51
2026-05-15 13F DV Trading LLC 9,122 46.09 809 46.56
2026-05-05 13F Steel Peak Wealth Management LLC 4,136 1.00 367 1.10
2026-04-27 13F Wbh Advisory Inc 25,058 -1.66 2,231 -1.06
2026-05-14 13F Beaird Harris Wealth Management, LLC 13,258 -21.93 1,176 -21.77
2026-04-22 13F Ariston Services Group 0 -100.00 7,038 0.34
2026-04-23 13F American National Bank 3,740 -5.12 332 -4.89
2026-05-08 13F Prudent Man Advisors, LLC 36,594 -7.44 3,246 -7.23
2026-05-01 13F Bensler, LLC 2,813 0.18 250 0.40
2026-05-12 13F Disciplined Investments, LLC 44,391 0.15 3,938 0.38
2026-05-15 13F Ameriflex Group, Inc. 846 -17.14 75 -16.67
2026-05-14 13F Ieq Capital, Llc 16,992 52.09 1,507 52.53
2026-02-17 13F Greenline Partners, LLC 0 -100.00 0
2026-05-14 13F Bank of Marin 3,234 -21.10 287 -20.99
2026-05-14 13F 3 Factor Indexing, Llc 2,622 233
2026-04-20 13F Fort Henry Capital, LLC 165,683 3.81 14,696 4.06
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 101,816 -2.70 9,031 -2.44
2026-05-14 13F Ieq Capital, Llc Put 125,000 312
2026-05-07 13F Palisades Hudson Asset Management, L.P. 18,878 10.19 2 0.00
2026-05-15 13F Summit Financial, LLC 114,306 183.15 10,139 183.82
2026-05-16 13F Pine Ridge Advisers LLC 52,185 1.08 4,629 1.31
2026-04-13 13F Kmg Fiduciary Partners, Llc 12,217 -0.88 1,084 -0.64
2026-04-29 13F Waters Parkerson & Co., Llc 26,141 -0.61 2,319 -0.39
2026-05-01 13F Rossmore Private Capital 14,570 0.07 1,292 0.31
2026-04-17 13F Kennebec Savings Bank 5,831 -27.34 517 -27.18
2026-05-11 13F High Note Wealth, LLC 157 -9.25 14 -13.33
2026-05-13 13F GW&K Investment Management, LLC 2,125 0.00 0
2026-05-07 13F Rice Partnership, LLC 551 0.00 49 0.00
2026-04-16 13F Ballast Rock Private Wealth LLC 2,414 214
2026-04-27 13F Mustard Seed Financial, LLC 10,272 -0.06 911 0.22
2026-05-01 13F Silver Oak Advisory Group, Inc. 82,284 8.94 7 16.67
2026-05-14 13F Venture Visionary Partners LLC 4,529 -0.07 402 0.00
2026-04-17 13F HHM Wealth Advisors, LLC 304,249 5.32 26,987 5.56
2026-05-07 13F ESL Trust Services, LLC 300 -30.39 27 -31.58
2026-05-15 13F Pingora Partners LLC 1,500 0.00 133 0.76
2026-04-17 13F Boston Private Wealth Llc 4,414 -23.06 392 -22.88
2026-04-29 13F Frank, Rimerman Advisors LLC 33,890 -9.93 3,006 -9.70
2026-02-18 13F Financial Advisory Service, Inc. 5,718 32.21 506 27.85
2026-05-15 13F Headinvest, Llc 3,332 0.00 296 0.34
2026-05-15 13F Cerity Partners LLC 626,007 5.00 55,542 5.28
2026-04-20 13F Hoxton Planning & Management, LLC 3,205 6.41 284 6.77
2026-04-23 13F Arbor Wealth Advisors LLC 6,000 0.00 532 0.38
2026-05-18 13F Unconventional Investor, LLC 56,910 1.42 5,048 1.65
2026-04-15 13F Curbstone Financial Management Corp 9,814 1.55 871 1.75
2026-05-07 13F Capital Performance Advisors Llp 0 -100.00 0
2026-05-13 13F First Citizens Bank & Trust Co 30,718 3.06 2,725 3.30
2026-04-21 13F HCR Wealth Advisors 3,696 -10.70 328 -10.66
2026-05-21 13F Vestor Capital, Llc 121,556 73,570.30 11 0.00
2026-05-15 13F Schonfeld Strategic Advisors LLC 15,203 1,349
2026-05-11 13F Sittner & Nelson, Llc 674 0.00 60 -4.84
2026-04-28 13F Red Mountain Financial, LLC 4,124 -0.05 366 0.00
2026-04-22 13F Tred Avon Family Wealth, Llc 2,837 252
2026-05-12 13F Oakmont Advisory Group, LLC 9,514 28.17 844 28.51
2026-05-13 13F S&t Bank/pa 175 0.00 16 0.00
2026-04-15 13F Valley National Advisers Inc 2,423 0.00 0
2026-04-22 13F Sylvest Advisors, LLC 17,088 1,516
2026-05-13 13F/A Quadrant Capital Group Llc 21,943 0.21 1,946 0.46
2026-04-20 13F Kestra Private Wealth Services, Llc 21,398 -9.46 1,898 -9.28
2026-05-18 13F Ashton Thomas Securities, Llc 4,091 -14.56 363 -14.42
2026-04-20 13F Clune & Associates, Ltd. 57,578 20.48 5,107 20.76
2026-05-15 13F XTX Topco Ltd 10,965 973
2026-05-12 13F Kingsview Wealth Management, LLC 100,988 5.26 8,958 5.51
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 57 0.00 5 0.00
2026-05-12 13F Clal Insurance Enterprises Holdings Ltd 3,255 0.00 0
2026-01-26 13F Liberty Capital Management, Inc. 32,762 -6.80 2,899 -9.77
2026-04-21 13F Pallas Capital Advisors LLC 11,457 364.60 1,016 366.06
2026-05-08 13F M1 Capital Management LLC 3,210 0.44 285 0.71
2026-04-29 13F Axxcess Wealth Management, Llc 40,636 5.29 3,604 5.53
2026-05-12 13F Stokes Family Office, LLC 13,265 -6.39 1,177 -6.15
2026-05-14 13F Empower Advisory Group, LLC 16,879,079 4.51 1,497,174 4.76
2026-04-30 13F Titleist Asset Management, Llc 23,068 348.62 2,046 350.66
2026-05-15 13F Mission Wealth Management, Lp 85,279 -7.99 7,564 -7.77
2026-05-01 13F American Trust 10,263 -6.38 910 -6.19
2026-05-15 13F Millennium Management Llc 93,602 3,266.98 8,302 3,274.80
2026-04-20 13F City State Bank 966 0.00 86 0.00
2026-05-14 13F Financial Advisors Network, Inc. 88,439 19.44 7,845 19.72
2026-05-06 13F Heritage Wealth Management, Inc./Texas 94,672 2.76 8,399 3.01
2026-04-21 13F Merkkuri Wealth Advisors LLC 192 17
2026-05-06 13F MTM Investment Management, LLC 202 0.00 18 0.00
2026-05-07 13F Avidian Wealth Solutions, LLC 6,031 90.43 535 90.71
2026-05-04 13F TrustBank 2,726 242
2026-05-05 13F NerdWallet Wealth Partners, LLC 7,901 -52.91 701 -52.83
2026-05-14 13F Colony Capital, Inc. Put 0 -100.00 0
2026-04-15 13F Aspen Investment Management Inc 21,345 6.20 2 0.00
2026-04-10 13F DKM Wealth Management, Inc. 3,020 -29.29 268 -29.18
2026-04-24 13F Seamount Financial Group Inc 34,021 8.20 3,018 8.45
2026-05-08 13F Smithfield Trust Co 20,410 -10.34 2 -50.00
2026-02-17 13F BLKBRD Asset Management, LP 0 -100.00 0
2026-05-15 13F Beacon Pointe Advisors, LLC 303,877 11.13 26,954 11.39
2026-05-15 13F United Capital Financial Advisers, Llc 605,036 -10.99 53,655 -10.80
2026-05-14 13F BNP Paribas Asset Management Holding S.A. 114,556 0.00 10,161 101,510.00
2026-04-21 13F Mayport, Llc 9,565 848
2026-01-15 13F Ironwood Financial, llc 0 -100.00 0
2026-05-13 13F PKS Advisory Services, LLC 2,781 -0.07 247 0.00
2026-05-15 13F Wick Capital Partners, LLC 4,293 -2.28 381 -2.06
2026-04-28 13F Cordoba Advisory Partners LLC 42,861 3.30 3,802 3.54
2026-05-07 13F Jefferies Financial Group Inc. 802,137 122.97 71,150 123.50
2026-05-14 13F Rockefeller Capital Management L.P. 509,075 1.22 45,155 1.46
2026-04-16 13F Capital Investment Advisors, LLC 693,670 5.36 61,528 5.61
2026-05-13 13F Prudential Financial Inc 4,196,621 -13.52 372,240 -14.03
2026-05-14 13F Ade, Llc 2,823 -0.39 250 0.00
2026-04-21 13F Old National Bancorp /in/ 9,724 17.55 863 17.92
2026-05-06 13F My Portfolio Guide, LLC 942 84
2026-05-15 13F Talon Private Wealth, LLC 23,315 18.27 2,068 17.78
2026-05-06 13F Advisortrust Partners, Llc 185 16
2026-05-04 13F Brookwood Investment Group LLC 5,322 50.30 472 50.80
2026-04-15 13F Oak Asset Management, LLC 2,348 0.43 208 0.97
2026-05-06 13F Gray Private Wealth, LLC 93,133 3.21 8,261 3.46
2026-04-16 13F Kure Advisory, LLC 36,935 6.49 3,276 6.74
2026-05-07 13F First Command Advisory Services, Inc. 570,841 -5.06 50,634 -4.83
2026-05-14 13F Hrt Financial Lp 18,516 2
2026-05-15 13F Van Eck Associates Corp 141,261 5.82 13 9.09
2026-02-17 13F Creegan & Nassoura Financial Group, LLC 15,370 1,360
2026-05-11 13F BankPlus Trust Department 640 0.00 57 0.00
2026-05-14 13F Northern Oak Wealth Management Inc 16,723 0.00 1,483 0.27
2026-05-15 13F Van Den Berg Management I, Inc 25 -80.00 2 -81.82
2026-05-13 13F Cliffwater LLC 69,923 0.00 6,202 0.24
2026-04-14 13F Act Wealth Management, Llc 120,199 19.91 10,662 20.19
2026-05-12 13F Reyes Financial Architecture, Inc. 73 0.00 6 0.00
2026-05-13 13F Freestone Capital Holdings, LLC 67,013 -1.01 5,944 -0.77
2026-04-03 13F Global Wealth Strategies & Associates 0 0
2026-06-01 13F Flagship Wealth Advisors, Llc 786 0.00 70 1.45
2026-05-12 13F CBIZ Investment Advisory Services, LLC 2,367 0.08 210 0.00
2026-05-12 13F Colonial Trust Co / SC 5,388 0.00 478 0.21
2026-04-16 13F Quotient Wealth Partners, LLC 3,594 -15.85 319 -15.65
2026-05-11 13F Brooklyn FI, LLC 19,306 -2.38 1,712 -2.17
2026-04-23 13F Global Trust Asset Management, LLC 3,620 3.43 321 3.88
2026-05-13 13F Cetera Investment Advisers 2,362,887 13.34 209,588 13.61
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 4,618 -13.91 410 -13.71
2026-05-14 13F Ballentine Partners, LLC 1,558,678 3.48 138,255 3.73
2026-05-13 13F Hudson Bay Capital Management LP 130,000 30.00 11,531 30.31
2026-05-11 13F Emerald Investment Advisers, LLC 11,239 997
2026-05-14 13F Vivaldi Capital Management, LLC 18,994 1.45 1,685 1.69
2026-04-15 13F Sage Capital Management, LLC 4,599 -12.70 408 -12.45
2026-01-20 13F Roger Wittlin Investment Advisory, LLC 0 -100.00 0
2026-04-22 13F Financial Futures Ltd Liability Co. 75,841 8.75 6,727 9.03
2026-04-23 13F Etesian Wealth Advisors, Inc. 19,297 -5.06 1,712 -4.84
2026-02-05 13F Blume Capital Management, Inc. 0 -100.00 0
2026-04-20 13F Edge Wealth Management LLC 5,000 0.00 444 0.23
2026-04-16 13F Financial Management Network Inc 20,983 5.29 1,947 10.32
2026-04-28 13F Integrated Advisors Network LLC 41,358 9.20 3,668 9.46
2026-02-13 13F 1832 Asset Management L.P. 0 -100.00 0
2026-05-13 13F Hirtle Callaghan & Co LLC 7,459 7.18 662 7.48
2026-05-14 13F Advisory Alpha, LLC 4,339 385
2026-05-12 13F Banco BTG Pactual S.A. 4,675 415
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 4,423 0.00 392 0.26
2026-04-28 13F Townsend Financial Planning, LLC 2,311 0.57 205 0.49
2026-04-07 13F Park Avenue Securities Llc 26,002 23.48 2 100.00
2026-04-22 13F Caldwell Trust Co 7,953 -1.34 705 -1.12
2026-04-17 13F Baker Ellis Asset Management LLC 9,857 0.00 874 0.23
2026-05-06 13F ProVise Management Group, LLC 3,833 0.00 340 0.00
2026-04-21 13F Capital Investment Counsel, Inc 130 0.00 12 0.00
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 2,951 262
2026-05-11 13F Atlas Capital Advisors Llc 104 0.00 9 0.00
2026-05-12 13F Mission Financial Group, LLC 10,538 3.12 935 3.32
2026-04-14 13F American State Bank (Iowa) 2,428 0.96 215 1.42
2026-05-04 13F Carrera Capital Advisors 8,376 -12.77 743 -12.60
2026-05-08 13F HORAN Wealth, LLC 15,484 100.00 1,371 100.15
2026-05-15 13F Macquarie Group Ltd 0 -100.00 0
2026-04-20 13F First PREMIER Bank 22,777 8.07 2 100.00
2026-05-08 13F Bokf, Na 91,492 -1.69 8,115 -1.46
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 54,581 -9.36 4,841 -9.14
2026-04-03 13F Waller Financial Planning Group, Inc 23,469 -42.23 2,082 -42.10
2026-05-13 13F Owl Creek Wealth Partners LLC 1,015 90
2026-04-22 13F Horizon Bancorp Inc /in/ 2,519 -90.61 0 -100.00
2026-01-21 13F SJS Investment Consulting Inc. 0 -100.00 0
2026-04-28 13F Hardy Reed LLC 70,572 0.00 6,260 0.24
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 6,018 3.51 534 3.70
2026-05-14 13F Betterment LLC 81,141 0.19 7 0.00
2026-04-20 13F LS Investment Advisors, LLC 0 -100.00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 7,869 -0.03 698 0.29
2026-04-10 13F Cooke Wealth Management, LLC 16,756 6.89 1,486 4.35
2026-05-14 13F Synergy Financial Group, LTD 4,145 23.92 368 24.41
2026-05-11 13F Aptus Capital Advisors, LLC 16,851 7.63 1,495 7.87
2026-01-14 13F Romano Brothers And Company 0 -100.00 0
2026-04-29 13F Nicholas Hoffman & Company, LLC. 2,261 201
2026-04-13 13F Parkwoods Wealth Partners, LLC 5,131 -0.04 455 0.22
2026-04-20 13F Tower View Investment Management & Research LLC 399 320.00 35 337.50
2026-04-17 13F Certified Advisory Corp 4,631 -12.42 411 -12.21
2026-04-21 13F Armbruster Capital Management, Inc. 9,481 -6.74 841 -6.56
2026-02-13 13F Schroder Investment Management Group 0 -100.00 0
2026-04-08 13F Towerpoint Wealth, LLC 5,061 0.14 449 0.22
2026-04-17 13F Tectonic Advisors Llc 226,342 5.12 20,077 5.37
2026-04-20 13F Eagle Strategies LLC 5,338 -2.40 473 -2.07
2026-04-06 13F WASHINGTON TRUST Co 10,667 2.69 946 2.94
2026-04-28 13F Hoey Investments, Inc 9 0.00 1
2026-05-06 13F Gryphon Financial Partners LLC 16,656 1.22 1,477 1.44
2026-04-16 13F Sprinkle Financial Consultants LLC 2,941 0.96 261 1.17
2026-05-11 13F Rossby Financial, LCC 2,748 51.07 245 52.50
2026-02-17 13F Wall Capital Group, Inc. 0 -100.00 0
2026-05-04 13F Envestnet Asset Management Inc 2,154,411 30.00 191,096 30.31
2026-04-16 13F Telos Capital Management, Inc. 13,362 -7.20 1,185 -6.99
2026-04-10 13F Field & Main Bank 19,024 1.14 1,687 1.38
2026-02-11 13F Nemes Rush Group LLC 0 -100.00 0 -100.00
2026-04-16 13F Future Financial Wealth Managment LLC 4,068 0.00 384 3.79
2026-05-13 13F Mariner, LLC 2,120,019 6.74 188,024 6.98
2026-02-12 13F Cloud Capital Management, LLC 0 -100.00 0
2026-05-08 13F/A Beacon Capital Management, Inc. 1,022,472 31.13 90,693 31.44
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 0 -100.00 0
2026-02-17 13F Capital Insight Partners, Llc 3,867 -26.37 342 -28.75
2026-04-17 13F Fifth Third Wealth Advisors LLC 7,979 -42.51 708 -42.43
2026-05-08 13F Zinnia Wealth Advisory, LLC 4,877 98.01 433 99.08
2026-04-20 13F Penobscot Wealth Management 18,099 -20.89 1,605 -20.70
2026-04-22 13F Churchill Financial Advisors, LLC 6,090 2.37 540 2.66
2026-04-13 13F Woodside Wealth Management LLC 4,546 -26.42 403 -26.19
2026-04-24 13F Keybank National Association/oh 25,691 -0.98 2,279 -0.74
2026-05-08 13F Oath Planning, LLC 3,536 1.09 314 1.29
2026-04-16 13F Phillips Financial Management, Llc 81,612 -24.75 7,239 -24.58
2026-04-16 13F Brookstone Capital Management 99,248 6.22 8,803 6.48
2026-04-16 13F GEN Financial Management, INC. 3,709 -12.13 329 -12.06
2026-05-01 13F/A Lodestone Wealth Management LLC 2,262 -0.92 201 -0.50
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 2,428 0.00 215 0.47
2026-05-11 13F Insight Advisors, LLC/ PA 0 -100.00 0
2026-04-28 13F Seascape Capital Management 3,862 0.00 0
2026-04-02 13F Hilltop National Bank 2,160 -0.87 192 -0.52
2026-04-24 13F Reality Financial Planning Services, LLC 10,914 -5.64 968 -5.38
2026-04-27 13F Meramec Financial Planners, LLC 11,606 1.58 1,126 6.83
2026-04-08 13F High Point Wealth Management, LLC 100 9
2026-04-30 13F Verdence Capital Advisors LLC 74,783 7.22 6,633 7.49
2026-04-24 13F My Purposeful Wealth Corp. 3,556 315
2026-03-24 13F/A Barclays Plc Put 0 -100.00 0 -100.00
2026-04-13 13F Stockman Wealth Management, Inc. 2,914 -16.31 258 -16.23
2026-05-12 13F Voya Financial Advisors, Inc. 56,489 15.68 4,915 13.02
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 9,036 -23.90 801 -23.71
2026-02-13 13F Ashford Capital Management Inc 0 -100.00 0 -100.00
2026-05-12 13F Waterloo Capital, L.P. 2,338 2.54 207 2.99
2026-05-04 13F Savant Capital, LLC 89,308 24.55 7,922 24.84
2026-04-24 13F Stock Yards Bank & Trust Co 9,595 -8.30 851 -8.00
2026-05-07 13F Bucket List Wealth Management, LLC 9,466 0.48 840 0.60
2026-04-09 13F Keystone Financial Planning, Inc. 4,942 0.00 438 0.23
2026-04-15 13F Parsons Capital Management Inc/ri 17,482 6.68 1,551 6.90
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 13,119 -2.45 1,164 -2.27
2026-05-01 13F Monetary Solutions, Ltd 75 0.00 7 0.00
2026-04-24 13F Medallion Wealth Advisors, LLC 17,118 7.38 1,518 7.66
2026-05-12 13F Liberty Wealth Management Llc 3,092 -17.61 274 -17.47
2026-05-11 13F Optimist Retirement Group LLC 6,931 8.38 615 8.67
2026-02-10 13F W.H. Cornerstone Investments Inc. 0 -100.00 0
2026-05-05 13F Gilbert & Cook, Inc. 2,378 -18.25 211 -18.29
2026-05-14 13F Atomi Financial Group, Inc. 33,982 -5.51 3,014 -5.28
2026-02-13 13F LGT Financial Advisors LLC 0 -100.00 0
2026-04-29 13F Navalign, LLC 151,588 14.13 13,446 14.40
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100.00 0
2026-04-29 13F First Interstate Bank 4,611 6.49 409 6.53
2026-04-30 13F Texas Bank & Trust Co 13,624 4.69 1,208 4.95
2026-05-01 13F International Assets Investment Management, Llc 7,111 7.60 633 8.39
2026-05-08 13F United Financial Planning Group LLC 68,853 11.04 6,107 11.30
2026-04-24 13F Brown Financial Advisory 0 -100.00 0
2026-05-06 13F Bessemer Group Inc 25,911 -0.34 2 0.00
2026-05-15 13F Estate Counselors, LLC 65,755 5,832
2026-04-09 13F Baron Financial Group, LLC 63,655 2.68 5,646 2.94
2026-05-22 13F Wellington Grp LLC 0 -100.00 0
2026-05-04 13F Greenspring Advisors, LLC 45,229 16.64 4,012 16.90
2026-04-28 13F Whittier Trust Co 57,320 -4.10 5,179 -3.03
2026-05-12 13F Dogwood Wealth Management LLC 8,051 -35.05 714 -34.85
2026-05-15 13F Legacy Capital Wealth Partners, LLC 6,871 11.87 609 12.15
2026-05-06 13F Greenwood Gearhart Inc 165,548 3.73 14,684 3.98
2026-04-20 13F YANKCOM Partnership 24,703 16.44 2,192 16.73
2026-05-06 13F Elyxium Wealth, LLC 0 -100.00 0
2026-04-17 13F Union Savings Bank 165 0.00 15 0.00
2026-05-11 13F Sage Mountain Advisors LLC 245 0.00 22 0.00
2026-05-07 13F Argyle Capital Partners, LLC 10,853 -5.08 963 -4.85
2026-05-11 13F Ashton Thomas Private Wealth, LLC 151,010 -1.26 13,395 -1.03
2026-04-29 13F Cary Street Partner Investment Advisory Llc 164 0.00 15 0.00
2026-05-06 13F Precision Wealth Strategies, LLC 11,870 -14.19 1,053 -14.05
2026-05-06 13F Vista Capital Partners, Inc. 1,448,406 3.37 128,474 3.62
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 748 0.00 66 0.00
2026-05-08 13F Truepoint, Inc. 36,692 1.95 3,255 2.20
2026-05-07 13F Harbor Advisory Corp /ma/ 2,539 -52.09 225 -51.92
2026-05-15 13F Wealth Watch Advisors, INC 0 -100.00 0
2026-05-15 13F Integrated Wealth Concepts LLC 66,106 31.04 5,864 31.34
2026-04-08 13F Miracle Mile Advisors, LLC 31,178 75.82 2,765 76.23
2026-04-15 13F Rainwater Charitable Foundation 68,428 0.00 6,070 0.23
2026-05-01 13F Thrivent Financial For Lutherans 19,425 8.92 2 0.00
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 229 20
2026-04-22 13F SC&H Financial Advisors, Inc. 2,773 0.33 246 0.82
2026-01-20 13F Maryland Capital Advisors Inc. 19,640 -5.35 1,738 -8.43
2026-04-08 13F Cambridge Financial Group, LLC 0 -100.00 0
2026-05-05 13F LOM Asset Management Ltd 1,272 0.00 113 0.00
2026-05-15 13F Cladis Investment Advisory, LLC 6,390 0.00 567 0.18
2026-05-18 13F Wilson & Boucher Capital Management, LLC 4,000 0.00 355 0.28
2026-05-07 13F Greykasell Wealth Strategies, Inc. 3,405 -0.21 302 0.33
2026-05-13 13F 1620 Investment Advisors, Inc. 326 0.00 29 0.00
2026-05-15 13F Navis Wealth Advisors, LLC 0 -100.00 0
2026-04-16 13F Davis Capital Management 2,660 -4.97 236 -4.86
2026-05-08 13F Sofos Investments, Inc. 5 25.00 0
2026-05-08 13F Mystic Asset Management, Inc. 14,962 -0.14 1,327 0.15
2026-05-15 13F Evercore Wealth Management, LLC 5,344 0.00 474 0.42
2026-05-14 13F Bank Of Nova Scotia 2,565 228
2026-04-13 13F Highland Capital Management, Llc 14,743 -28.92 1,308 -28.77
2026-05-14 13F Cwm, Llc 155,424 6.87 13,786 114,783.33
2026-04-10 13F Intellectus Partners, LLC 9,725 0.00 863 0.23
2026-04-27 13F Moran Wealth Management, LLC 35,694 0.60 3,166 0.86
2026-05-05 13F Robinson Value Management, Ltd. 12,479 -7.65 1,107 -7.45
2026-05-01 13F Mutual Advisors, LLC 7,705 -20.62 683 -20.40
2026-05-15 13F Flow Traders U.s. Llc 35,842 9.99 3 50.00
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 82,390 5.43 7,308 5.70
2026-04-30 13F Conning Inc. 47,789 4.74 4,239 4.98
2026-05-07 13F MONECO Advisors, LLC 25,822 -2.17 2,290 -1.93
2026-05-01 13F Kassira Wealth Management LLC 13,655 12.67 1,211 12.97
2026-05-11 13F Sargent Investment Group, LLC 10,824 -1.80 960 -1.54
2026-04-23 13F Caliber Wealth Management, LLC / KS 6,365 -29.40 565 -29.23
2026-05-11 13F Evermay Wealth Management Llc 339 -4.78 30 -3.23
2026-05-14 13F Wealth Alliance 77,937 14.25 6,913 14.53
2026-05-12 13F Red Reef Advisors Llc 13,215 3.08 1,172 3.35
2026-04-28 13F Robertson Stephens Wealth Management, LLC 5,693 -6.72 505 -6.67
2026-04-15 13F Cypress Financial Planning Llc 195,683 2.52 17,357 1.93
2026-05-12 13F Virginia Estate & Retirement Planning Advisors Inc. 14 4
2026-04-13 13F Mather Group, Llc. 9,450 -2.54 838 -2.22
2026-04-14 13F FC Advisory LLC 127,103 3.63 11,274 3.88
2026-05-14 13F Captrust Financial Advisors 417,129 54.11 36,999 54.48
2026-05-13 13F Visionary Wealth Advisors 12,879 -0.54 1,142 -0.26
2026-04-10 13F Harpswell Capital Advisors, LLC 6,155 0.41 546 0.55
2026-04-14 13F Spence Asset Management 27,743 34.52 2 100.00
2026-05-15 13F Transamerica Financial Advisors, Inc. 378 15.95 34 17.86
2026-05-08 13F Valeo Financial Advisors, LLC 7,752 -54.14 688 -54.05
2026-05-05 13F Fisher Asset Management, LLC 7,864 -15.57 698 -15.41
2026-04-21 13F Encompass Wealth Advisors, Llc 36,025 -0.31 3,195 -0.06
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 3,450 2,953.10 306 3,300.00
2026-02-10 13F Transatlantique Private Wealth Llc 3,000 0.00 265 -3.28
2026-05-06 13F Intentional Wealth Strategies, LLC 1,151 102
2026-05-21 13F JDM Financial Group LLC 140,723 5.87 9,963 8.02
2026-03-12 13F Nalls Sherbakoff Group, Llc 52,841 -25.90 4,676 -25.81
2026-04-20 13F SILVER OAK SECURITIES, Inc 2,403 -27.14 213 -27.55
2026-05-11 13F F/M Investments LLC 0 -100.00 0
2026-05-12 13F Rsm Us Wealth Management Llc 177,240 302.51 15,721 300.23
2026-05-04 13F WJ Financial Advisors LLC 4,710 54.22 418 54.44
2026-04-16 13F Westmount Partners, LLC 2,847 0.35 253 0.40
2026-05-08 13F LaSalle St. Investment Advisors, LLC 3,100 -0.99 275
2026-05-14 13F PlanVest Financial, Inc 583 52
2026-04-15 13F Horizon Financial Services, Llc 0 -100.00 0
2026-02-09 13F Perissos Private Wealth Management, LLC 0 -100.00 0
2026-05-18 13F Alexander Labrunerie & Co., Inc. 5,056 0.00 448 0.22
2026-04-15 13F Alhambra Investment Partners LLC 50,189 4.19 4,452 4.43
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 268 0.00 24 0.00
2026-01-12 13F Evolution Wealth Advisors, LLC 0 -100.00 0
2026-05-06 13F Angeles Wealth Management, Llc 300 34.53 27 36.84
2026-05-08 13F Roundview Capital LLC 19,850 5.30 1,761 5.52
2026-05-14 13F Regal Investment Advisors LLC 72,163 8.77 6,401 9.03
2026-04-21 13F Washington Growth Strategies Llc 5,364 -7.15 476 -7.05
2026-04-29 13F Sunrise Financial Services, LLC 0 -100.00 0
2026-05-14 13F Global Endowment Management, LP 31,900 -16.05 2,830 -15.85
2026-01-27 13F ZEGA Investments, LLC 0 -100.00 0 -100.00
2026-05-01 13F Navigoe, LLC 15 -67.39 0
2026-04-21 13F River Street Advisors LLC 15,363 -18.63 1,363 -18.44
2026-05-06 13F Diversified Portfolios, Inc. 52,100 -14.51 4,621 -14.31
2026-04-07 13F Farmers Trust Co 6,087 2.17 540 2.28
2026-04-28 13F Whittier Trust Co Of Nevada Inc 31,793 -1.05 2,873 0.03
2026-05-13 13F Dynamic Wealth Strategies, LLC 2,215 -3.19 196 -2.97
2026-04-27 13F Soltis Investment Advisors LLC 32,962 2.51 2,924 2.74
2026-05-13 13F Monetary Management Group Inc 101 0.00 9 0.00
2026-01-08 13F Legacy Private Trust Co. 0 -100.00 0
2026-04-21 13F Pinnacle Associates Ltd 27,639 -7.03 2,452 -6.81
2026-05-12 13F First Western Trust Bank 5,515 -45.80 489 -45.67
2026-05-14 13F Mission Creek Capital Partners, Inc. 8,358 -2.67 741 -2.37
2026-05-12 13F Awm Capital, Llc 148,445 -5.35 13,167 -5.12
2026-04-06 13F Washington Trust Advisors, Inc. 929 0.00 82 0.00
2026-05-15 13F North Berkeley Wealth Management, LLC 16,192 -0.89 1,436 -0.62
2026-04-21 13F Northeast Investment Management 5,079 -1.57 451 -1.32
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 175 0.00 0
2026-05-06 13F DecisionPoint Financial, LLC 269,715 3.62 23,924 3.86
2026-05-13 13F Hudock, Inc. 8,074 -8.33 716 -8.09
2026-05-07 13F Human Investing LLC 48,158 -16.62 4,272 -16.42
2026-05-08 13F Stelac Advisory Services LLC 24,861 9.62 2,205 9.92
2026-05-13 13F Edmond De Rothschild Holding S.a. 850 0.00 75 0.00
2026-05-04 13F Brickley Wealth Management 2,352 -10.84 209 -10.73
2026-04-22 13F Grove Street Fiduciary, LLC 2,273 0.00 202 0.00
2026-04-28 13F Retirement Financial Solutions, Llc 16,551 -2.30 1,468 -2.07
2026-05-14 13F Hazelview Securities Inc. 0 -100.00 0
2026-05-04 13F Conservest Capital Advisors, Inc. 198,127 -37.26 17,574 -37.11
2026-05-08 13F Red Lighthouse Investment Management, Llc 2,862 0.00 254 0.00
2026-04-10 13F Melfa Wealth Management, Llc 2,849 -0.21 253 0.00
2026-05-01 13F Hantz Financial Services, Inc. 257 -27.40 0
2026-04-24 13F Sage Investment Counsel LLC 6,756 1.61 599 1.87
2026-05-05 13F Eukles Asset Management 187 0.00 17 0.00
2026-04-20 13F Keudell/Morrison Wealth Management 101,501 1.41 9,003 1.66
2026-05-11 13F Richmond Brothers, Inc. 69,588 94.15 6,172 94.64
2026-05-08 13F Dockside LLC Put 10,076 894
2026-04-20 13F Vanderbilt University 865,645 1.08 76,783 1.32
2026-05-11 13F Becker Capital Management Inc 303,513 2.14 26,922 2.38
2026-04-22 13F Lam Group, Inc. 4,070 -4.91 361 -4.50
2026-05-11 13F Wells Fargo & Company/mn 4,138,334 -1.60 367,070 -1.36
2026-04-28 13F Life Planning Partners, Inc 3,225 0.06 286 0.35
2026-05-15 13F Obsido Oy 33,767 7.10 2,995 7.35
2026-04-27 13F Latitude Advisors, LLC 0 -100.00 0
2026-05-04 13F First Foundation Advisors 40,542 7.27 3,596 7.54
2026-05-06 13F Pekin Hardy Strauss, Inc. 2,462 -12.88 218 -12.80
2026-05-15 13F Susquehanna International Group, Llp Put 350,800 -31.50 31,116 -31.34
2026-05-15 13F Susquehanna International Group, Llp 138,369 89.07 12,273 89.54
2026-05-15 13F Cresset Asset Management, LLC 58,246 1.49 5,166 1.73
2026-05-15 13F Susquehanna International Group, Llp Call 590,300 77.32 52,360 77.74
2026-05-14 13F Legacy Bridge, LLC 248 1.64 22 0.00
2026-04-22 13F Capital Management Associates, Inc 25,257 -1.67 2,240 -1.45
2026-05-01 13F Richardson Financial Services Inc. 8,782 0.94 779 -1.52
2026-05-08 13F Glenview Trust Co 544,563 10.28 48,303 10.54
2026-02-17 13F Running Point Capital Advisors, LLC 37,186 -10.75 3,291 -13.63
2026-05-12 13F Benjamin Edwards Inc 6,065 3.53 538 3.67
2026-01-30 13F Caldwell Securities, Inc 383 13.65 34 10.00
2026-04-22 13F Aureum Wealth Management, LLC 29,545 15.06 2,621 15.32
2026-05-12 13F Guidance Point Advisors, LLC 2,855 0.67 254 0.80
2026-04-17 13F United Advisor Group, LLC 2,394 212
2026-05-08 13F Payne Capital Management, LLC 46,117 -0.47 4,091 -0.24
2026-05-15 13F Royal Bank Of Canada 1,568,908 1.30 139,162 1.54
2026-05-13 13F Caitlin John, LLC 291 1.04 26 0.00
2026-05-13 13F Franklin Resources Inc 71,310 0.60 6,325 0.85
2026-04-29 13F CVA Family Office, LLC 11,899 7.08 1,055 7.32
2026-05-13 13F Monograph Wealth Advisors, Llc 54,006 2.65 4,790 2.90
2026-05-13 13F SRS Capital Advisors, Inc. 46,098 -10.06 4,089 -9.86
2026-04-15 13F Hengehold Capital Management Llc 14,231 -40.31 1,262 -40.16
2026-05-01 13F BKD Wealth Advisors, LLC 4,255 46.57 377 47.27
2026-05-29 13F/A Ramiah Investment Group 0 0
2026-04-14 13F Covenant Asset Management, LLC 18,600 -0.44 1,650 -0.24
2026-05-13 13F Balanced Rock Investment Advisor 4,325 3.77 384 4.08
2026-05-08 13F Fund Evaluation Group, LLC 14,861 0.00 1,318 0.23
2026-01-13 13F Exchange Bank 0 -100.00 0
2026-02-17 13F Readystate Asset Management Lp 0 -100.00 0
2026-05-06 13F Hurley Capital, LLC 891 0.00 79 1.28
2026-05-15 13F Wealth Architects, LLC 3,078 -1.03 273 -0.73
2026-05-06 13F VSM Wealth Advisory, LLC 6,411 -14.63 569 -14.46
2026-01-20 13F Advocate Group Llc 0 -100.00 0
2026-05-13 13F GeoWealth Management, LLC 4,625 410
2026-05-14 13F Standard Family Office LLC 704 0.00 62 0.00
2026-04-23 13F Inman Jager Wealth Management, LLC 21,239 0.38 1,884 0.59
2026-05-01 13F Sachetta, LLC 1,213 -46.28 108 -46.23
2026-04-30 13F Mascoma Wealth Management LLC 24,061 2,134
2026-04-10 13F AssuredPartners Investment Advisors, LLC 4,324 18.66 391 21.12
2026-04-15 13F Rs Crum Inc. 4,155 0.00 369 0.27
2026-02-11 13F TruNorth Capital Management, LLC 0 -100.00 0
2026-05-15 13F Vawter Financial, Ltd. 3,253 -15.59 289 -15.54
2026-05-14 13F Novak & Powell Financial Services, Inc. 17,250 -0.78 1,530 -0.52
2026-05-19 13F McIlrath & Eck, LLC 238,042 2.23 21,114 2.48
2026-05-08 13F Troutman Wealth Management, LLC 6,759 -0.40 599 -0.17
2026-04-21 13F Gilpin Wealth Management, Llc 3,800 0.00 337 0.30
2026-04-08 13F Canandaigua National Trust Co of Florida 4,977 -6.75 441 -6.57
2026-05-06 13F LPL Financial LLC 2,277,005 3.16 201,970 3.41
2026-04-14 13F Patriot Investment Management Inc. 248,732 1.95 22,062 2.20
2026-01-26 13F Lansing Street Advisors 0 -100.00 0 -100.00
2026-05-05 13F Sanctuary Advisors, LLC 65,817 -12.45 5,838 -12.25
2026-05-08 13F Opus Financial Solutions LLC 19,651 -1.98 1,743 -1.69
2026-04-22 13F Apollon Wealth Management, LLC 11,580 -8.65 1,027 -8.39
2026-05-04 13F Flaharty Asset Management, LLC 21,253 5.70 1,885 5.96
2026-05-08 13F Equity Wealth Partners, LLC 2,676 -7.15 237 -7.06
2026-05-12 13F Colonial Trust Advisors 639 0.00 57 0.00
2026-04-23 13F Industrial Alliance Investment Management Inc. 94,190 0.00 8 0.00
2026-05-11 13F Loudon Investment Management, LLC 7,345 0.00 652 0.31
2026-05-12 13F Asset One Wealth Management LLC 4,595 11.96 438 18.75
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1,281 3.39 114 3.67
2026-05-15 13F Cardiff Park Advisors, Llc 129,455 25.54 11,483 25.83
2026-04-28 13F Unison Advisors LLC 28,844 1.76 2,559 1.99
2026-04-16 13F Roble, Belko & Company, Inc 252,337 11.04 22 10.00
2026-04-27 13F Canal Capital Management, LLC 7,874 51.95 698 52.40
2026-04-10 13F Perigon Wealth Management, LLC 31,801 -1.97 2,821 -1.74
2026-04-29 13F Bluestem Financial Advisors, Llc 156,811 0.69 13,909 0.94
2026-05-01 13F Johnson Investment Counsel Inc 21,444 1,902
2026-04-20 13F Davidson Trust Co 4,256 0.00 378 0.27
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 123,768 10,978
2026-05-13 13F Principal Securities, Inc. 11,095 13.91 984 14.29
2026-04-21 13F Maridea Wealth Management LLC 4,358 8.92 387 9.04
2026-05-06 13F Proffitt & Goodson Inc 40,484 -0.07 3,591 0.14
2026-05-13 13F Heritage Trust Co 5,135 0.00 455 0.22
2026-05-13 13F Invictus Private Wealth, Llc 6,012 15.50 533 15.87
2026-04-09 13F Pacifica Partners Inc. 852 0.00 76 0.00
2026-04-15 13F DAVENPORT & Co LLC 26,749 0.33 2,373 0.55
2026-04-16 13F Montecito Bank & Trust 20,300 11.88 1,801 12.15
2026-05-11 13F 1015 Capital Partners, LLC 3,268 24.31 290 24.57
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2026-05-14 13F Brown Brothers Harriman & Co 3,081 5.73 273 6.23
2026-05-15 13F Bramshill Investments, LLC 9,000 -10.00 798 -9.73
2026-04-21 13F Patton Albertson Miller Group, Llc 12,429 -0.79 1,102 -0.54
2026-04-22 13F Traveka Wealth, LLC 56,090 -0.82 4,975 -0.58
2026-05-12 13F Family Legacy, Inc. 32,551 5.89 2,887 6.14
2026-04-30 13F Paladin Advisory Group, LLC 2,560 0.47 227 0.89
2026-04-10 13F Aquire Wealth Advisors, LLC 16,600 -14.71 1,472 -14.52
2026-05-04 13F Retirement Planning Group 31,758 -5.71 2,817 -5.50
2026-05-11 13F Arrow Financial Corp 6,164 -6.38 547 -6.19
2026-04-22 13F McLean Asset Management Corp 7,705 0.71 683 -1.73
2026-04-15 13F Signature Estate & Investment Advisors Llc 26,683 -0.37 2,367 -0.13
2026-05-13 13F Marex Group plc 4,486 80.45 398 81.28
2026-04-23 13F North Star Investment Management Corp. 17,459 14.29 1,549 14.58
2026-05-15 13F MAI Capital Management 266,673 1.82 23,654 2.06
2026-05-12 13F Prosperity Bancshares Inc 28,931 13.55 2,566 13.84
2026-04-08 13F NorthCrest Asset Manangement, LLC 14,496 -30.79 1,308 -29.66
2026-04-15 13F Marathon Strategic Advisors, LLC 83,720 9.67 7,426 9.93
2026-04-08 13F Inspirion Wealth Advisors, Llc 0 -100.00 0
2026-04-24 13F Oakworth Capital, Inc. 1,494 -1.84 133 -1.49
2026-05-12 13F WESCAP Management Group, Inc. 85,428 15.47 7,578 15.73
2026-05-13 13F Kingdom Financial Group LLC. 488 -26.95 43 -27.12
2026-04-24 13F Slow Capital, Inc. 17,149 -0.75 1,521 -0.52
2026-04-01 13F LBJ Family Wealth Advisors, Ltd. 29,867 0.02 3 0.00
2026-01-30 13F BancorpSouth Bank 0 -100.00 0
2026-05-05 13F Atria Investments Llc 38,283 50.04 3,396 50.42
2026-04-17 13F Riverbridge Partners Llc 5,791 0.00 514 0.20
2026-05-06 13F Main Street Group, LTD 600 53
2026-04-21 13F Old Second National Bank Of Aurora 26,776 -63.24 2,375 -63.15
2026-05-12 13F Croban 37,653 3.85 3,340 4.08
2026-05-01 13F Diversify Advisory Services, LLC 0 -100.00 0
2026-02-04 13F Naples Global Advisors, Llc 0 -100.00 0
2026-04-23 13F Simmons Bank 18,811 -0.79 1,669 -0.54
2026-04-24 13F Eagle Bay Advisors LLC 9,362 830
2026-05-14 13F Capital Fund Management S.a. Call 0 -100.00 0
2026-05-14 13F Capital Fund Management S.a. Put 0 -100.00 0
2026-05-15 13F MGO Private Wealth, LLC 0 -100.00 0
2026-05-12 13F BOK Financial Private Wealth, Inc. 7,480 0.04 663 0.30
2026-04-27 13F BIP Wealth, LLC 7,292 -8.29 647 -8.11
2026-05-06 13F Assetmark, Inc 864,880 0.34 76,715 0.58
2026-04-15 13F Fortitude Family Office, LLC 117 0.00 10 0.00
2026-04-27 13F Symmetry Partners, LLC 31,563 10.95 2,800 11.20
2026-03-12 13F Farmers National Bank 7,838 52.14 694 47.45
2026-05-11 13F Haverford Trust Co 2,779 2.28 246 2.50
2026-04-08 13F Grove Bank & Trust 41,013 -70.87 3,638 -70.81
2026-04-24 13F Bellevue Asset Management, Llc 467 0.00 41 0.00
2026-05-01 13F Advisors Capital Management, LLC 7,674 8.01 681 8.28
2026-04-17 13F Vermillion Wealth Management, Inc. 25,015 37.14 2,219 37.42
2026-05-13 13F NewEdge Wealth, LLC 28,433 -1.16 2,522 -0.90
2026-05-07 13F Lyell Wealth Management, Lp 3,145 -34.21 279 -34.12
2026-05-14 13F ICONIQ Capital, LLC 5,228 1.08 464 1.31
2026-05-05 13F UBS Group AG Put 0 -100.00 0
2026-04-14 13F Focus Financial Network, Inc. 18,013 -23.20 1,598 -23.04
2026-05-19 13F Western Wealth Management, LLC 19,860 -26.65 1,762 -26.47
2026-01-28 13F Cabana Llc 0 -100.00 0
2026-04-15 13F Register Financial Advisors LLC 241 0.00 21 0.00
2026-04-27 13F NorthLanding Financial Partners, LLC 6,995 -75.99 620 -75.94
2026-05-04 13F Procyon Private Wealth Partners, LLC 2,636 234
2026-04-22 13F Asset Allocation Strategies LLC 6,785 -9.64 602 -9.49
2026-05-01 13F Signature Resources Capital Management, LLC 115 10
2026-05-14 13F Missouri Trust & Investment Co 250 0.00 22 0.00
2026-04-08 13F TOWER TRUST & INVESTMENT Co 2,880 4.73 255 4.94
2026-04-07 13F Carolina Wealth Advisors, LLC 0 -100.00 0
2026-04-21 13F Wedbush Securities Inc 37,288 -2.28 3 0.00
2026-04-14 13F Amicus Financial Advisors, LLC 78,538 2.58 6,966 2.82
2026-05-13 13F Pinnacle Financial Group, LLC / IL 30,477 -6.22 2,703 -5.98
2026-04-20 13F Fonville Wealth Management LLC 84,970 0.33 7,537 0.56
2026-02-05 13F United Bank 0 -100.00 0
2026-05-18 13F Edgestream Partners, L.P. 2,855 253
2026-05-15 13F Ballast, Inc. 4,185 0.00 371 0.27
2026-04-14 13F Tradewinds Capital Management, LLC 211 -12.81 19 -14.29
2026-04-27 13F Tsfg, Llc 319 -4.49 0
2026-05-11 13F MCF Advisors LLC 3,138 0.00 278 0.36
2026-04-29 13F Hughes Financial Services, LLC 31 0.00 3 0.00
2026-05-13 13F Bank Of Montreal /can/ 640,886 -2.17 56,847 -1.94
2026-05-14 13F Campion Asset Management LLC 81,542 2.64 7,233 2.89
2026-04-27 13F Oarsman Capital, Inc. 2,373 210
2026-04-30 13F LRI Investments, LLC 164,784 -2.06 14,616 -1.83
2026-04-20 13F Chatham Capital Group, Inc. 4,525 0.00 401 0.25
2026-05-14 13F Pennsylvania State University 592,234 0.00 52,531 0.24
2026-01-27 13F Friedenthal Financial 0 -100.00 0
2026-04-09 13F Somnio Financial Group, LLC 141,214 3.01 12,526 3.25
2026-04-27 13F Sound Income Strategies, LLC 21,156 -2.82 1,883 -6.60
2026-05-07 13F Scarborough Advisors, LLC 1 0
2026-05-12 13F Benson Wealth Management INC 96 -1.03 9 0.00
2026-05-05 13F Williams Jones Wealth Management, LLC. 3,140 279
2026-04-16 13F Sentinel Pension Advisors Inc 11,999 -0.83 1,064 -0.56
2026-05-08 13F Joseph Group Capital Management 289 0.00 26 0.00
2026-05-13 13F Bank OZK 10,296 0.86 913 1.11
2026-04-27 13F Mosley Wealth Management 147 13
2026-02-17 13F Sky-mountain Capital Management, Inc. 0 -100.00 0
2026-05-20 13F SOA Wealth Advisors, LLC. 560 146.70 50 145.00
2026-04-14 13F SigFig Wealth Management, LLC 5,079 13.93 452 13.89
2026-02-03 13F Cheviot Value Management, LLC 0 -100.00 0
2026-02-06 13F Global Retirement Partners, LLC 35,664 13.22 3,156 9.59
2026-05-14 13F Bare Financial Services, Inc 1,434 0.00 127 0.79
2026-04-22 13F Continuum Advisory, LLC 26,873 4.97 2,384 5.21
2026-04-23 13F Comprehensive Money Management Services LLC 9,896 2.75 878 2.93
2026-04-27 13F Plimoth Trust Co Llc 14,742 -7.01 1,308 -6.78
2026-05-11 13F Phillip James Consulting Co. 735 84
2026-04-24 13F Patten Group, Inc. 2,489 -3.23 221 -3.08
2026-05-06 13F Frontier Asset Management, LLC 35,690 -0.89 3,166 -0.66
2026-05-15 13F Aberdeen Wealth Management LLC 787 0.13 70 0.00
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100.00 0
2026-05-07 13F Washington Trust Bank 0 -100.00 0
2026-04-30 13F Mosaic Family Wealth Partners, Llc 6,625 588
2026-05-14 13F Modern Wealth Management, LLC 84,590 -0.36 7,530 0.24
2026-04-16 13F First Merchants Corp 12,200 -14.99 1,082 -14.74
2026-05-15 13F Advisory Services Network, LLC 56,953 0.31 5,052 0.54
2026-05-11 13F Smith Partners Wealth Management, LLC 7,962 -23.02 706 -22.84
2026-04-09 13F Praetorian Wealth Management, Inc. 37,941 4.56 3,495 8.81
2026-05-11 13F Pathstone Holdings, LLC 679,688 -1.53 60,288 -1.29
2026-04-14 13F Wealthcare Advisory Partners LLC 47,941 -62.14 4,252 -62.05
2026-05-07 13F Ironwood Investment Counsel, LLC 3,781 21.15 335 21.38
2026-05-05 13F Newbridge Financial Services Group, Inc. 129 -60.06 11 -60.71
2026-05-15 13F Marquette Associates, Inc. 15,659 1,389
2026-05-01 13F Valmark Advisers, Inc. 158,608 -2.19 14,068 -1.97
2026-05-14 13F We Are One Seven, LLC 45,614 4.38 4,046 4.66
2026-05-15 13F DT Investment Partners, LLC 13,826 -2.79 1,226 -2.54
2026-05-14 13F Chandler Asset Management, Inc. 358,258 -14.38 31,777 -14.17
2026-04-24 13F Axis Wealth Partners, LLC 3,070 -0.81 272 -0.37
2026-05-13 13F Adviser Investments LLC 24,748 -2.35 2,195 -2.10
2026-04-15 13F Define Financial, Llc 217,260 6.24 19,271 6.49
2026-04-21 13F Fingerlakes Wealth Management, Inc. 8,250 -4.95 732 -4.82
2026-05-07 13F BlueStem Wealth Partners, LLC 2,382 1.06 211 1.44
2026-01-30 13F Canandaigua National Bank & Trust Co 38,681 -7.66 3,423 -10.63
2026-05-05 13F Cherry Tree Wealth Management, LLC 54,227 4.68 4,810 4.91
2026-05-13 13F First Trust Advisors Lp 2,889 -2.17 256 -1.92
2026-05-08 13F Fortis Group Advisors, LLC 167 0.00 15 0.00
2026-04-29 13F Horst & Graben Wealth Management LLC 2,799 265
2026-04-28 13F Oceanside Advisors LLC 3,078 0.59 273 1.11
2026-04-30 13F Csenge Advisory Group 0 -100.00 0
2026-05-15 13F Fortress Financial Group, Llc 3,993 354
2026-04-27 13F Proathlete Wealth Management Llc 130 34.02 12 37.50
2026-05-04 13F Chicago Partners Investment Group LLC 52,823 -9.34 4,993 -5.36
2026-05-01 13F Evolution Advisers, Inc. 20 -82.76 0
2026-04-07 13F Myecfo, Llc 7,427 0.00 659 0.15
2026-04-23 13F Woodward Diversified Capital, Llc 11,644 1,126
2026-05-06 13F Hartland & Co., LLC 70,237 15.23 6,230 15.52
2026-05-12 13F Index Fund Advisors, Inc. 29,614 3.53 2,627 3.75
2026-05-15 13F Kinloch Capital, LLC 29,193 2,589
2026-04-14 13F XY Planning Network, Inc. 4,318 66.53 384 67.69
2026-04-22 13F Vannoy Advisory Group, Inc. 4,680 0.00 415 0.24
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 94,533 0.00 8,385 0.24
2026-04-10 13F Finward Bancorp 2,812 -1.75 249 -1.58
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1,297 -2.26 115 -1.71
2026-05-12 13F Vickerman Investment Advisors, Inc. 5,017 32.37 445 32.84
2026-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2026-05-05 13F Almanack Investment Partners, LLC. 11,625 23.66 1,031 24.07
2026-04-30 13F Accredited Investors Inc. 2,278 202
2026-05-07 13F Resolute Advisors LLC 3,006 -0.76 267 -0.75
2026-05-14 13F Passive Capital Management, LLC. 433,750 0.02 38,474 0.26
2026-02-12 13F Commonwealth Equity Services, Llc 658,393 -8.07 58,261 89,532.31
2026-05-12 13F Sumitomo Life Insurance Co 266,083 -51.60 23,602 -51.49
2026-05-08 13F Wall Street Access Asset Management, LLC 7,966 0.00 707 0.28
2026-05-05 13F Generali Asset Management SPA SGR 960 0.00 85 1.19
2026-05-14 13F Us Bancorp \de\ 5,521,305 7.67 493,207 8.69
2026-04-29 13F/A Salem Investment Counselors Inc 6,881 -6.77 610 -6.58
2026-04-27 13F Consolidated Portfolio Review Corp 52,185 1.08 4,629 1.31
2026-05-05 13F Wealthfront Advisers Llc 10,070,180 0.31 893,225 0.55
2026-04-07 13F Howard Financial Services, Ltd. 0 -100.00 0
2026-05-11 13F Wealth Dimensions Group, Ltd. 12,139 -0.81 1,077 -0.55
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 277,909 3.63 24,651 4.84
2026-05-15 13F Parvin Asset Management, LLC 0 -100.00 0
2026-04-21 13F Grimes & Company, Inc. 0 -100.00 0
2026-05-06 13F Berkeley Capital Partners, LLC 4,220 -84.04 374 -84.01
2026-05-12 13F Tocqueville Asset Management L.p. 8,019 -19.37 711 -19.20
2026-05-14 13F Evergreen Capital Management Llc 759,691 7.18 67,385 7.44
2026-02-13 13F Marshall Wace, Llp Call 0 -100.00 0
2026-05-05 13F IMC-Chicago, LLC 18,837 -55.97 1,671 -55.89
2026-05-12 13F Crusonia Wealth Advisors LLC 6,038 536
2026-05-14 13F North Dallas Bank & Trust Co 13,815 -0.36 1,225 -0.08
2026-04-15 13F 21 West Wealth Management LLC 3,280 7.22 291 7.41
2026-05-15 13F Victory Capital Management Inc 99,002 0.00 8,781 0.24
2026-05-13 13F Truvestments Capital Llc 1 0
2026-04-27 13F Apeiron RIA LLC 9,795 4.56 869 3.21
2026-05-07 13F AlphaCentric Advisors LLC 1,075 -53.64 95 -53.66
2026-05-15 13F Security National Bank Of Sioux City Iowa /ia/ 4,555 99.43 404 100.00
2026-04-23 13F Harbor Investment Advisory, Llc 83,484 4.41 7,405 4.66
2026-05-07 13F Facet Wealth, Inc. 13,601 10.16 1,206 9.24
2026-05-15 13F Common Fund For Nonprofit Organizations 266,709 -1.70 23,657 -1.47
2026-04-27 13F Exencial Wealth Advisors, Llc 156,113 16.35 13,847 16.63
2026-04-20 13F Peoples Financial Services Corp. 11,316 -1.69 1,004 -1.47
2026-02-05 13F Security National Bank 0 -100.00 0
2026-04-13 13F Trust Co 10,130 2.02 899 2.28
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 20,477 2.13 1,816 2.37
2026-05-29 13F Asset Dedication, LLC 1,837 11.74 163 11.72
2026-04-16 13F Asset Advisory Group, Inc. 31,842 4.67 2,824 4.90
2026-04-22 13F Motco 8,430 -0.32 748 -0.13
2026-05-15 13F Kcm Investment Advisors Llc 84,283 -10.73 7,476 -10.52
2026-02-12 13F Planning Project LLC 2,198 194
2026-04-06 13F Rosenberg Matthew Hamilton 880 61.76 78 62.50
2026-04-21 13F Foster & Motley Inc 299,616 4.16 27 4.00
2026-04-30 13F Private Trust Co Na 9,535 0.41 898 6.79
2026-05-01 13F Financial Alternatives, Inc 68,616 4.07 6,086 4.32
2026-05-14 13F EP Wealth Advisors, Inc. 28,198 13.13 2,501 13.42
2026-05-01 13F Connecticut Wealth Management, LLC 86,251 -7.84 7,650 -7.62
2026-05-15 13F Matrix Private Capital Group Llc 10,202 1.41 905 1.57
2026-04-15 13F Merit Financial Group, LLC 65,407 -0.19 5,802 0.05
2026-05-15 13F Change Path, LLC 210,031 0.85 18,630 1.09
2026-04-27 13F Thrive Capital Management, LLC 48,437 -0.99 4,296 -0.74
2026-04-09 13F Acropolis Investment Management, LLC 13,298 0.00 1,180 0.26
2026-04-10 13F Abound Wealth Management 40,819 2.77 3,621 3.02
2026-05-05 13F Zeit Capital LLC 53,414 15.26 4,738 15.54
2026-06-01 13F Financial Solutions Advisory Group, Inc. 17,781 1,577
2026-04-02 13F Aspect Partners, LLC 591 -46.66 52 -46.94
2026-04-22 13F BKM Wealth Management, LLC 23,613 9.47 2,095 9.75
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 700,000 -12.50 62,090 -12.29
2026-05-08 13F Blair William & Co/il 130,414 -3.01 11,568 -2.78
2026-05-05 13F Legacy Financial Independent Advisors Llc 7,660 679
2026-04-07 13F Central Bank & Trust Co 7,210 -0.10 640 0.16
2026-05-15 13F Morgan Stanley 9,780,002 -1.12 867,486 -0.88
2026-04-21 13F Grey Fox Wealth Advisors, LLC 119,666 23.42 10,614 23.71
2026-05-14 13F Galvin, Gaustad & Stein, LLC 127,600 5.04 11,318 5.29
2026-05-15 13F Larson Financial Group LLC 13,278 -2.63 1,178 -2.40
2026-04-24 13F UMA Financial Services, Inc. 13,824 0.37 1,226 0.66
2026-05-04 13F Avantax Planning Partners, Inc. 3,262 19.53 289 19.92
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 3,581 1.07 318 1.28
2026-04-08 13F Sharper & Granite LLC 3,317 -35.55 294 -35.38
2026-04-20 13F Trust Co Of Oklahoma 5,108 -0.12 453 0.22
2026-04-22 13F Networth Advisors, LLC 158 -25.12 14 -22.22
2026-04-20 13F MBM Wealth Consultants, LLC 212 19
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 1 0.00 0
2026-05-14 13F Institute for Wealth Management, LLC. 17,905 10.21 1,588 10.51
2026-04-09 13F Dorato Capital Management 150 0.00 14 0.00
2026-05-06 13F Brio Consultants, LLC 11,226 -3.80 1,075 4.07
2026-04-09 13F IFG Advisors, LLC 71,220 11.64 6,317 11.90
2026-04-29 13F FIDELIS iM, LLC 81,604 -10.54 7,238 -10.32
2026-04-29 13F Opulen Financial Group LLC 5,374 1.09 477 1.28
2026-05-07 13F Winthrop Partners - Wny, Llc 11,357 -2.45 1,007 -2.23
2026-04-21 13F Falcon Wealth Planning 442,545 10.91 39,254 11.17
2026-04-10 13F Financial Advisory Corp 141,434 0.76 12,545 1.00
2026-05-11 13F Nomura Asset Management Co Ltd 0 -100.00 0
2026-04-21 13F Diesslin Group, Inc. 6,635 13.77 589 13.95
2026-01-12 13F AllSquare Wealth Management LLC 3,047 -0.65 279 1.83
2026-04-13 13F Farrell Financial LLC 6,998 2.47 621 2.65
2026-04-15 13F DecisionMap Wealth Management, LLC 3,125 21.31 277 22.03
2026-05-13 13F Godshalk Welsh Capital Management, Inc. 8,085 0.00 717 0.28
2026-04-30 13F Valued Wealth Advisors LLC 1,694 6.54 150 7.14
2026-04-16 13F Lexington Hill Partners, LLC 9,557 -8.11 848 -7.93
2026-05-12 13F Americana Partners, LLC 82,450 6.83 7,313 7.09
2026-05-15 13F Peterson Wealth Management 302 27
2026-05-01 13F Ferguson Wellman Capital Management, Inc 4,949 -1.57 439 -1.35
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 2,948 261
2026-04-22 13F Apollon Financial, LLC 6,924 0.49 614 0.82
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 17,550 1,536
2026-05-12 13F D.B. Root & Company, LLC 3,121 25.69 277 26.03
2026-05-08 13F Birchcreek Wealth Management, LLC 3,094 1.05 274 1.48
2026-05-11 13F Umb Bank N A/mo 64,165 -2.95 5,691 -2.72
2026-05-15 13F/A Independent Financial Group, Llc 42,752 4.63 3,792 4.90
2026-05-14 13F Orion Capital Management LLC 19,845 3.91 1,760 4.14
2026-05-04 13F Bridges Investment Management Inc 6,093 -9.87 540 -9.70
2026-05-14 13F Lbmc Investment Advisors, Llc 92,164 -0.53 8,175 -0.29
2026-05-04 13F AMG National Trust Bank 9,352 15.73 830 15.94
2026-05-07 13F Carson Advisory Inc. 7,637 0.00 677 0.30
2026-05-14 13F Van Hulzen Asset Management, LLC 2,560 -1.99 227 -1.73
2026-04-28 13F Sage Rhino Capital Llc 3,117 -1.73 277 -1.43
2026-04-10 13F Windsor Capital Management, LLC 11,878 -4.40 1,054 -4.19
2026-04-23 13F Marquette Asset Management, LLC 1,250 -3.85 111 -4.35
2026-05-15 13F Core Wealth Advisors, Inc. 0 -100.00 0
2026-05-15 13F IMG Wealth Management, Inc. 0 -100.00 0
2026-05-12 13F Elite Financial, Inc. 3,195 10.63 0
2026-05-11 13F Ellevest, Inc. 6,176 -0.27 548 -0.18
2026-04-02 13F Horizons Wealth Management 117,118 1.59 10,388 1.83
2026-04-08 13F McNaughton Wealth Management, LLC 3,307 0.00 293 0.34
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 58,364 5,177
2026-05-08 13F New England Private Wealth Advisors LLC 2,977 -6.74 264 -6.38
2026-04-20 13F ABLE Financial Group, LLC 0 -100.00 0
2026-05-04 13F N.E.W. Advisory Services LLC 1,795 0.00 159 0.63
2026-05-14 13F Botty Investors LLC 34,136 0.00 3,028 0.23
2026-05-13 13F Green Harvest Asset Management LLC 414,124 7.52 36,733 7.78
2026-02-17 13F SageView Advisory Group, LLC 11,036 -6.36 977 -9.38
2026-05-07 13F Cutler Investment Counsel Llc 29,058 17.09 2,577 17.35
2026-05-12 13F Aspiriant, Llc 37,162 -2.16 3,296 -1.93
2026-05-15 13F Cypress Capital Group 3,193 19.99 283 20.43
2026-04-28 13F Fee-Only Financial Planning, L.C. 3,386 -5.58 300 -5.36
2026-05-11 13F Thompson Siegel & Walmsley Llc 9,170 -31.19 1 -100.00
2026-05-11 13F Fountainhead AM, LLC 2,229 0.22 198 0.51
2026-05-15 13F Equitable Holdings, Inc. 18,067 -8.89 1,599 -8.89
2026-04-03 13F Adirondack Trust Co 300 0.00 27 0.00
2026-04-27 13F Ulland Investment Advisors, LLC 170 0.00 0
2026-04-14 13F Nbc Securities, Inc. 16,590 10.56 1,472 10.85
2026-05-12 13F Advyzon Investment Management, LLC 2,894 257
2026-04-27 13F Cresta Advisors, Ltd. 0 -100.00 0
2026-04-29 13F/A True Link Financial Advisors, LLC 323 29
2026-05-08 13F Mosaic Financial Group, Llc 4,435 -1.29 0
2026-04-13 13F Clayton Financial Group LLC 28,141 5.50 2,496 5.76
2026-05-11 13F Howard Wealth Management, Llc 14,119 -1.24 1,252 -1.03
2026-05-13 13F University of Illinois Foundation 107,990 9,579
2026-05-04 13F NBZ Investment Advisors LLC 760 0.00 67 0.00
2026-04-29 13F Downshift Financial, LLC 1,399 209
2026-05-04 13F Citizens National Bank Trust Department 1,960 0.00 174 0.00
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 2,809 0.00 249 -2.35
2026-01-22 13F Ransom Advisory, Ltd 0 -100.00 0 -100.00
2026-05-05 13F Donalies Financial Planning, LLC 12,828 3.36 1,138 3.55
2026-04-21 13F Fullerton Advisors, LLC 4,300 -0.88 381 -0.52
2026-04-13 13F Sjbenen Advisory, Llc 2,300 204
2026-04-24 13F Balentine LLC 1,137 22.65 101 21.95
2026-04-08 13F BOS Asset Management, LLC 49,007 3.67 4,347 3.90
2026-04-27 13F Financial Services Advisory Inc 30,582 14.18 2,713 14.43
2026-04-16 13F Scott & Selber, Inc. 26,948 3.27 2,390 3.51
2026-02-13 13F Natixis 0 -100.00 0
2026-04-17 13F Ambassador Advisors, LLC 13,582 61.77 1,205 62.26
2026-04-27 13F Lodestar Private Asset Management Llc 39,321 7.58 3,488 7.82
2026-05-14 13F Horizon Investments, LLC 16 100.00 1
2026-04-28 13F Busey Wealth Management 3,512 1.94 312 2.30
2026-05-15 13F State Street Corp 256,699 -0.65 22,769 -0.41
2026-04-24 13F Key FInancial Inc 3,492 -4.14 310 -4.04
2026-04-08 13F West Financial Advisors, LLC 170,379 1.34 15,113 1.58
2026-04-30 13F Elevated Capital Advisors, LLC 1,405 -0.99 125 -0.80
2026-05-15 13F Ancora Advisors, LLC 116,248 13.95 10,311 14.22
2026-04-21 13F Trilogy Capital Inc. 202,225 -14.08 17,937 -13.87
2026-04-08 13F Dynamic Advisor Solutions LLC 32,258 2.83 2,861 3.10
2026-04-23 13F Willis Johnson & Associates, Inc. 12,465 -12.47 1,106 -12.30
2026-04-14 13F Family Wealth Partners, Llc 42,620 11.37 3,779 11.58
2026-04-28 13F Kiley Juergens Wealth Management, Llc 3,282 291
2026-05-05 13F PFG Advisors 3,330 -2.60 295 -2.32
2026-05-15 13F Briggs Wealth Management, Inc 15,118 0.00 1,341 0.22
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 3,649 0.00 324 0.31
2026-04-24 13F Capital Asset Advisory Services LLC 2,466 -15.17 239 -7.72
2026-05-15 13F Man Group plc 25,735 -75.51 2,283 -75.46
2026-04-15 13F Wright Fund Managment, LLC 42,620 3,779
2026-05-06 13F Catalyst Capital Advisors LLC 1,393,147 18.63 123,572 18.91
2026-05-11 13F Founders Financial Alliance, LLC 605 44.39 54 43.24
2026-05-05 13F Duncan Williams Asset Management, LLC 2,781 -1.77 247 -4.28
2026-05-15 13F Squarepoint Ops LLC Put 0 -100.00 0
2026-05-15 13F Squarepoint Ops LLC Call 0 -100.00 0
2026-05-04 13F SJA Financial Advisory, LLC 29,456 0.32 2,613 0.54
2026-05-08 13F Gen-Wealth Partners Inc 307 0.33 27 0.00
2026-04-22 13F Millburn Ridgefield Corp 1,393,147 18.63 123,572 18.91
2026-05-13 13F/A Jpmorgan Chase & Co 7,350,880 -9.40 641,952 -10.59
2026-05-05 13F Advantage Trust Co 2,728 0.00 242 0.00
2026-05-06 13F Centennial Bank/AR/ 16,034 0.89 1,422 1.14
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 9,439 -7.81 837 -7.62
2026-05-12 13F Ausdal Financial Partners, Inc. 9,142 12.57 811 12.81
2026-05-13 13F Heritage Wealth Advisors 0 -100.00 0
2026-04-16 13F Allegheny Financial Group LTD 2,872 0.70 255 0.79
2026-04-23 13F Glass Jacobson Investment Advisors llc 4,179 -17.87 371 -17.78
2026-04-23 13F Partners Wealth Management, Llc 3,888 -9.33 345 -9.23
2026-05-12 13F Causey Wealth LLC 11,748 0.94 1,042 1.26
2026-05-15 13F Hancock Whitney Corp 49,673 -22.70 4,573 -19.59
2026-02-17 13F Glenmede Trust Co Na 855,932 -3.54 75,741 -5.72
2026-05-14 13F Rialto Wealth Management, LLC 27,285 -7.88 2,420 -7.67
2026-04-22 13F Gemmer Asset Management LLC 2,949 7.94 262 8.30
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 0 -100.00 0
2026-05-06 13F Topel & Distasi Wealth Management, LLC 3,140 3.97 279 4.12
2026-05-06 13F Private Wealth Asset Management, LLC 154,378 -5.43 13,693 -5.21
2026-05-05 13F LFA - Lugano Financial Advisors SA 1,669 0.00 148 0.68
2026-04-14 13F Opal Wealth Advisors, LLC 1,482 131
2026-04-03 13F Box Hill Private Wealth LLC 5,921 -65.13 525 -65.05
2026-05-06 13F Hershey Financial Advisers, LLC 16,677 27.15 1,479 27.50
2026-05-12 13F Columbia River Financial Group, LLC 2,677 14.30 0
2026-04-21 13F AA Financial Advisors, LLC 137,077 72.89 12,159 73.29
2026-04-15 13F Ami Investment Management Inc 32,508 1.53 2,883 1.76
2026-04-10 13F MKT Advisors LLC 2,394 0.00 217 1.89
2026-05-13 13F Capital Group Private Client Services, Inc. 27,992 22.57 2,483 22.87
2026-04-20 13F Cherrydale Wealth Management, Llc 42,424 -0.32 3,763 -0.08
2026-05-13 13F Corsicana & Co. 660 153.85 60 156.52
2026-05-01 13F Avion Wealth 97,399 -0.47 9 0.00
2026-05-05 13F Crestwood Advisors Group LLC 2,790 11.96 247 12.27
2026-01-26 13F Dakota Community Bank & Trust NA 199 0.00 18 -5.56
2026-05-12 13F Jane Street Group, Llc 3,207 284
2026-05-12 13F Jane Street Group, Llc Put 82,800 -24.18 7,344 -24.00
2026-05-14 13F Virtu Financial LLC 62,284 95.46 6 150.00
2026-05-11 13F Shepherd Financial Partners LLC 19,739 -7.22 1,751 -7.01
2026-04-10 13F Pure Financial Advisors, Inc. 2,212,485 196,247
2026-05-05 13F Allspring Global Investments Holdings, LLC 752 144.95 67 148.15
2026-04-24 13F Lynx Investment Advisory 2,280 202
2026-05-12 13F Jane Street Group, Llc Call 255,300 191.77 22,645 192.50
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100.00 0
2026-04-21 13F OneAscent Financial Services LLC 33,877 103.06 3,005 103.52
2026-05-13 13F American Financial Advisors, LLC 11,355 3.39 1,007 3.71
2026-04-21 13F Parker Financial LLC 3,469 -5.32 308 -5.25
2026-05-12 13F Summit Trail Advisors, Llc 0 -100.00 0
2026-04-16 13F Prairiewood Capital, LLC 107,316 8.51 9,519 8.76
2026-05-13 13F Buckingham Strategic Partners 195,158 213.26 17,308 213.99
2026-05-01 13F Emerald Investment Partners, Llc 7,334 -0.54 650 -0.46
2026-04-08 13F Nestegg Advisors, Inc. 10,786 -10.61 957 -10.40
2026-05-01 13F Carnegie Capital Asset Management, LLC 25,435 2.12 2,256 2.41
2026-05-08 13F Coldstream Capital Management Inc 72,507 7.37 6,431 7.63
2026-04-20 13F L.K. Benson & Company, P.C. 11,535 -8.62 1,023 -8.33
2026-04-22 13F Wealth Advisory Solutions, LLC 28,213 2,502
2026-04-22 13F Patton Fund Management, Inc. 68,856 24.73 6,108 25.02
2026-05-08 13F Allegiance Financial Group Advisory Services LLC 9,559 -4.80 848 -4.62
2026-05-04 13F NWF Advisory Services Inc. 10,418 -16.86 924 -16.70
2026-05-06 13F Zhang Financial LLC 42,264 0.08 3,749 0.32
2026-05-12 13F Creative Planning 12,560,585 -2.41 1,114,124 -2.18
2026-04-15 13F Regatta Capital Group, Llc 28,715 9.10 2,547 9.32
2026-05-15 13F Keewaydin Investments LLC 40,468 -42.57 3,590 -42.44
2026-04-30 13F Sequoia Financial Advisors, LLC 112,620 -67.51 9,989 -67.44
2026-05-14 13F Klingman & Associates, LLC 58,289 1.15 5,170 1.39
2026-05-08 13F Cornerstone Financial Management LLC 898 0.00 80 0.00
2026-04-15 13F Fifth Third Securities, Inc. 6,672 3.20 592 3.32
2026-05-11 13F SCS Capital Management LLC 474,337 6.29 42,074 6.55
2026-04-08 13F RDA Financial Network 2,644 -4.99 235 -4.88
2026-04-16 13F Five Pine Wealth Management 19,334 15.15 1,715 15.42
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 1,615 143
2026-05-07 13F VisionPoint Advisory Group, LLC 4,371 2.41 388 2.65
2026-04-15 13F Peddock Capital Advisors, Llc 21,155 53.32 1,876 53.77
2026-05-12 13F Invesco Ltd. 10,356 2.64 919 2.91
2026-05-15 13F Ameraudi Asset Management, Inc. 12,596 15.27 1,117 15.63
2026-05-07 13F Nordwand Advisors, LLC 13,318 -4.41 1,181 -4.14
2026-04-20 13F Auour Investments LLC 4,683 0.00 415 0.24
2026-04-06 13F GAMMA Investing LLC 425 29.18 38 27.59
2026-05-06 13F Alexander Randolph Advisory Inc 3,000 0.00 266 0.38
2026-05-15 13F Asset Management Group, Inc. 35,391 0.50 3,139 0.74
2026-04-28 13F Raleigh Capital Management Inc. 0 -100.00 0
2026-04-16 13F Toth Financial Advisory Corp 810 0.00 72 0.00
2026-04-03 13F First County Bank /CT/ 0 -100.00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100.00 0
2026-05-06 13F German American Bancorp, Inc. 2,564 8.46 227 8.61
2026-04-14 13F Moller Financial Services 240,633 5.87 21,344 6.12
2026-05-01 13F Strategic Wealth Advisors LLC 21,935 1.10 2 0.00
2026-05-15 13F Fairview Capital Investment Management, Llc 46,141 -26.69 4,093 -26.52
2026-05-13 13F Invst, LLC 4,407 -1.80 391 -1.76
2026-05-04 13F Bedel Financial Consulting, Inc. 9,351 -0.31 829 -0.12
2026-04-13 13F Garrett Investment Advisors LLC 21,418 5.12 1,900 5.38
2026-05-14 13F Kilter Group LLC 97 0.00 9 0.00
2026-04-08 13F Infinity Wealth Counsel, LLC 30,238 0.05 2,682 0.30
2026-04-21 13F Vise Technologies, Inc. 41,695 0.00 3,690 0.00
2026-05-12 13F Greenwich Wealth Management LLC 5,857 -2.92 1
2026-05-12 13F M&t Bank Corp 360,820 -15.34 32,005 -15.14
2026-04-09 13F Park Place Capital Corp 1,111 0.00 99 0.00
2026-04-27 13F PFG Investments, LLC 8,819 -1.11 782 -0.89
2026-04-23 13F First Pacific Financial 1,359 -11.58 121 -11.11
2026-05-11 13F Capital Square, LLC 3,396 45.00 324 56.04
2026-04-17 13F Morris Financial Concepts, Inc. 3,466 0.20 307 0.33
2026-05-11 13F Godfrey Financial Associates, Inc. 922 1.54 82 1.25
2026-04-15 13F RCW Management, LLC 2,586 -3.62 229 -3.38
2026-04-22 13F Aua Capital Management, Llc 2,845 0.00 252 0.40
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 15,007 6.12 1,331 6.39
2026-05-06 13F MorganRosel Wealth Management, LLC 2,806 -1.85 249 -1.59
2026-05-12 13F First American Trust, Fsb 7,629 1.77 677 1.96
2026-05-08 13F Bruce G. Allen Investments, LLC 56 5
2026-05-07 13F Burk Holdings LLC 3,167 -30.96 281 -30.86
2026-05-14 13F Capula Management Ltd 2,875 255
2026-04-10 13F Piscataqua Savings Bank 6,591 0.00 585 0.17
2026-04-22 13F Samalin Investment Counsel, LLC 19,235 1.28 1,706 1.55
2026-06-01 13F First Nebraska Trust Co 16,186 0.24 1,436 0.49
2026-05-14 13F Mason Investment Advisory Services, Inc. 8,147 -2.19 723 -1.90
2026-04-27 13F LCW Services, LLC 0 -100.00 0
2026-05-11 13F Strategic Wealth Designers 182,200 2.55 16,161 2.80
2026-05-15 13F Vestmark Advisory Solutions, Inc. 41,077 10.72 3,644 11.00
2026-05-01 13F Financial Counselors Inc 0 -100.00 0
2026-04-16 13F SG Americas Securities, LLC 61,600 4.88 5 0.00
2026-04-17 13F Ignite Planners, LLC 2,654 -0.75 235 -2.89
2026-04-20 13F Cardinal Point Capital Management, ULC 7,762 4.89 688 5.20
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 455,462 6.09 40,399 6.34
2026-05-07 13F Allen Investment Management LLC 6,781 0.00 601 0.17
2026-04-27 13F FSM Wealth Advisors, LLC 9,733 11.49 863 11.79
2026-05-08 13F Tillman Hartley LLC 42,865 17.70 3,802 18.00
2026-05-14 13F Vernal Point Advisors, LLC 13,805 0.00 1,225 0.25
2026-04-27 13F TCI Wealth Advisors, Inc. 9,376 -54.22 832 -54.14
2026-05-11 13F Employees' Retirement Fund of the City of Fort Worth 83,000 0.00 7,362 0.25
2026-05-14 13F Level Four Advisory Services, Llc 12,874 -1.80 1,142 -1.64
2026-05-07 13F Summit Global Investments 4,804 0
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 49,705 -71.33 4,409 -71.27
2026-05-01 13F BCR Wealth Strategies, LLC 146,803 5.46 13 8.33
2026-05-04 13F Archer Investment Corp 978 -44.81 87 -44.87
2026-05-04 13F Clear Investment Research, Llc 5,401 -1.96 479 -1.64
2026-04-08 13F Sapient Capital Llc 0 -100.00 0
2026-04-10 13F Baker Tilly Financial, Llc 3,170 -8.22 281 -7.87
2026-05-11 13F Peak Retirement Planning, Inc. 53,681 13.08 4,761 13.36
2026-04-16 13F McClarren Financial Advisors, Inc. 3,650 126.71 324 1.25
2026-05-04 13F First National Bank of Hutchinson 6,867 0.00 609 0.33
2026-04-23 13F Financial & Tax Architects, LLC 45,088 17.09 3,999 17.38
2026-04-28 13F Libra Wealth Llc 6,165 0.00 547 0.18
2026-05-06 13F Postrock Partners Llc 4,335 0.00 385 0.26
2026-05-14 13F Gwn Securities Inc. 4,337 3.58 385 3.78
2026-05-18 13F South Dakota Investment Council 38,780 2.05 3 0.00
2026-05-15 13F Wealth Preservation Advisors, LLC 0 -100.00 0
2026-04-22 13F MFA Wealth Services 43,494 3.00 3,858 3.24
2026-05-04 13F Sigma Planning Corp 44,884 7.40 3,981 6.44
2026-05-15 13F Peapack Gladstone Financial Corp 477,833 1.21 42 2.44
2026-05-12 13F Axos Invest Inc. 29,187 2.87 2,589 3.11
2026-04-20 13F Ronald Blue Trust, Inc. 18,480 -31.32 1,639 -31.16
2026-05-07 13F Key Capital Management, INC 45 4,400.00 4
2026-04-29 13F KERR FINANCIAL PLANNING Corp 1,091 -53.26 104 -50.95
2026-04-07 13F Farther Finance Advisors, LLC 178,898 33.35 15,925 34.15
2026-05-06 13F IMA Wealth, Inc. 136 0.00 12 0.00
2026-05-29 13F Keel Point, LLC 44,489 26.65 3,946 26.96
2026-02-10 13F Moors & Cabot, Inc. 0 -100.00 0
2026-05-05 13F Beaumont Financial Advisors, LLC 12,895 -10.67 1,144 -10.49
2026-04-14 13F Value Investment Professionals, LLC 10,051 -44.76 891 -44.66
2026-05-12 13F Stifel Financial Corp 691,627 0.44 61,347 0.67
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 11,629 0.28 1,032 0.49
2026-04-23 13F Investment Planning Advisors, Inc. 59,726 5,298
2026-05-11 13F Elevated Financial Group LLC 5,732 -7.07 508 -6.79
2026-05-15 13F Safe Harbor Fiduciary, LLC 23,663 3.12 2,099 3.35
2026-04-24 13F Charter Oak Capital Management, LLC 2,542 -11.34 225 -11.07
2026-04-27 13F HB Wealth Management, LLC 42,888 -36.08 3,804 -35.93
2026-05-14 13F Pinnacle Family Advisors, LLC 7,798 0.19 692 0.44
2026-05-15 13F Ascent Group, LLC 2,836 1.18 252 1.21
2026-05-12 13F Chapman Financial Group, Llc 1,508 0.00 134 0.00
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100.00 0
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 50,934 0.68 4,518 0.92
2026-05-15 13F Zurcher Kantonalbank (Zurich Cantonalbank) 1,205 -21.24 105 -22.79
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100.00 0
2026-04-24 13F SOL Capital Management CO 0 -100.00 0
2026-04-09 13F Epiq Partners, Llc 17,225 5.06 1,528 5.31
2026-05-08 13F Vanguard Advisers Inc 63 6
2026-05-04 13F Geneos Wealth Management Inc. 37,704 -1.09 3,344 -0.86
2026-05-04 13F Prudent Man Investment Management, Inc. 6 0.00 1
2026-05-08 13F Pnc Financial Services Group, Inc. 1,037,111 -0.85 91,992 -0.62
2026-04-21 13F PDS Planning, Inc 66,220 2.95 5,874 3.20
2026-04-30 13F Opus Capital Group, LLC 5,696 -2.85 1
2026-04-10 13F Sage Investment Advisers LLC 5,176 3.62 461 4.31
2026-04-14 13F Austin Wealth Management, LLC 15,686 -11.72 1,417 -10.66
2026-05-13 13F Northern Capital Management, Inc. 4,788 0.00 425 0.24
2026-05-27 13F Tenret Co LLC 2,695 0.00 239 0.42
2026-05-13 13F IF Advisors, LLC 40,981 -2.39 3,635 -2.15
2026-04-27 13F Osborne Partners Capital Management, Llc 485,471 6.85 43,061 7.11
2026-04-28 13F Powerhouse Assets LLC 10,539 8.39 935 8.60
2026-04-13 13F Gill Capital Partners, Llc 29 3
2026-05-13 13F American Investment Services, Inc. 71,349 0.96 6,329 1.20
2026-04-13 13F Colorado Capital Management, Inc. 26,235 -2.10 2 0.00
2026-04-20 13F Sowell Financial Services LLC 10,700 -6.13 949 -5.85
2026-05-15 13F Keating Financial Advisory Services, Inc. 665 0.00 59 0.00
2026-04-29 13F Montag A & Associates Inc 23,704 1.25 2,103 1.50
2026-04-17 13F Discipline Wealth Solutions, LLC 99,406 747.67 8,817 750.24
2026-04-24 13F United Community Bank 8,467 -29.02 751 -28.82
2026-02-06 13F Magnolia Private Wealth, LLC 0 -100.00 0
2026-04-20 13F Kearns & Associates LLC 5,212 0.17 462 0.43
2026-05-12 13F Wood Tarver Financial Group, LLC 0 -100.00 0
2026-05-14 13F Nicolet Bankshares Inc 10,764 958
2026-02-10 13F Blue Barn Wealth, LLC 0 -100.00 0
2026-05-07 13F Johnson Financial Group, Inc. 117,194 -2.26 10,395 -2.03
2026-01-26 13F Cottage Street Advisors LLC 0 -100.00 0
2026-04-15 13F Curran Financial Partners, LLC 11,781 -3.44 1,045 -3.24
2026-04-16 13F PMV Capital Advisers, LLC 2 0
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 112,270 -20.97 9,958 -20.79
2026-05-11 13F VeraBank, N.A. 59,978 2.72 5,320 2.98
2026-05-11 13F Hall Capital Management Co Inc 20,262 -0.25 1,952 8.57
2026-04-30 13F Millstone Evans Group, LLC 225 0.00 20 0.00
2026-05-08 13F King Luther Capital Management Corp 8,415 -5.83 746 -5.57
2026-04-23 13F SMART Wealth LLC 39,965 3.94 3,545 4.17
2026-05-15 13F Breakwater Investment Management 18,014 -11.71 1,598 -11.52
2026-05-14 13F SWAN Capital LLC 222,529 10.98 19,738 11.24
2026-04-30 13F Petix & Botte Co 11,460 -53.87 2,033 -7.51
2026-05-06 13F Dunhill Financial, LLC 18,501 17.43 1,641 17.72
2026-04-23 13F Farmers & Merchants Investments Inc 42,957 2.19 3,810 2.45
2026-05-11 13F Fortis Capital Management LLC 2,258 -18.51 200 -18.37
2026-04-24 13F Kendall Capital Management 2,860 11.28 254 11.45
2026-05-15 13F Jessup Wealth Management, Inc 0 -100.00 0
2026-04-23 13F Mayflower Financial Advisors, LLC 9,508 23.11 843 23.43
2026-05-11 13F/A GFS Advisors, LLC 3,958 -18.00 351 -17.80
2026-05-07 13F Legacy Wealth Managment, LLC/ID 132 450.00 12 450.00
2026-05-14 13F White Lighthouse Investment Management Inc. 59,363 -0.64 5,266 -0.40
2026-01-28 13F First Financial Group Corp 0 -100.00 0
2026-01-14 13F Clarius Group, LLC 5,175 2.33 458 -1.08
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 3,875 -22.92 0
2026-05-15 13F Perbak Capital Partners LLP 97,504 8,649
2026-04-22 13F Investment Advisory Group, LLC 22,626 -2.19 2,007 -2.00
2026-04-14 13F USA Financial Portformulas Corp 2,450 -14.22 217 -13.89
2026-05-14 13F North Ridge Wealth Advisors, Inc. 6,376 0.13 566 0.36
2026-05-08 13F Jackson Hole Capital Partners, LLC 741 0.41 66 0.00
2026-04-29 13F Great Hill Capital LLC 10,134 84.25 899 84.77
2026-05-12 13F Ark & Tlk Investments, Llc 54,141 12.27 4,802 12.54
2026-05-01 13F Pittenger & Anderson Inc 0 -100.00 0
2026-04-22 13F Foundation Wealth Management, LLC\PA 26,644 -20.77 2,363 -20.57
2026-05-06 13F North Star Asset Management Inc 2,983 0.44 265 0.76
2026-05-12 13F Kirtland Hills Capital Management, Llc 17,473 7.88 1,649 15.00
2026-05-05 13F UBS Group AG Call 6,012 -86.39 533 -86.36
2026-05-05 13F UBS Group AG 1,500,954 7.46 133,135 7.72
2026-05-15 13F Aqr Capital Management Llc 24,632 29.91 2,185 30.23
2026-05-21 13F Raab & Moskowitz Asset Management LLC 8,587 2.02 762 2.28
2026-05-14 13F Catalytic Wealth RIA, LLC 20,662 4.10 1,833 4.33
2026-04-10 13F RTD Financial Advisors, Inc. 12,803 2.02 1,136 2.25
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 320 0.95 28 0.00
2026-05-14 13F Simplex Trading, Llc 7,047 -48.73 625 -48.60
2026-02-10 13F Mcdaniel Terry & Co 0 -100.00 0
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 5,894 61.97 523 62.62
2026-04-28 13F Stratos Wealth Advisors, LLC 0 -100.00 0
2026-04-17 13F Webster Bank, N. A. 32,850 -4.67 2,914 -4.46
2026-02-05 13F Center for Financial Planning, Inc. 2,484 0.00 220 -3.52
2026-05-04 13F Sentinel Wealth Management, Inc. 9,794 -0.72 869 -0.46
2026-04-16 13F Flywheel Private Wealth LLC 2,984 -9.14 265 -8.97
2026-04-07 13F First Financial Corp /in/ 8,284 -8.17 735 -8.02
2026-04-20 13F Jfs Wealth Advisors, Llc 8,518 -1.21 756 -0.92
2026-05-07 13F Latigo Investments, LLC 70,972 0.00 6,295 0.24
2026-04-09 13F McNamara Financial Services, Inc. 3,048 2.45 270 2.66
2026-02-13 13F Palisade Asset Management, LLC 0 -100.00 0
2026-04-06 13F CX Institutional 354 -57.19 0
2026-06-01 13F Dala Group, LLC 5,793 514
2026-05-18 13F Arkadios Wealth Advisors 97,887 9.08 8,683 9.33
2026-05-15 13F State of Tennessee, Treasury Department 2,234,023 -1.75 198,158 -4.02
2026-05-04 13F Beckerman Institutional, LLC 4,089 2.20 363 2.55
2026-05-15 13F Bragg Financial Advisors, Inc 11,410 -1.22 1,012 -0.98
2026-04-21 13F Paradigm Financial Partners, Llc 2,551 -33.81 226 -33.72
2026-05-15 13F Ameriprise Financial Inc 689,478 -8.76 61,233 -8.43
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 34,200 7.40 3,034 7.67
2026-05-07 13F Magnolia Wealth Management, LLC 122,076 3.08 10,828 3.33
2026-04-08 13F Sax Wealth Advisors, Llc 18,525 0.00 1,639 0.00
2026-04-08 13F Capital Advisors Wealth Management, LLC 71,225 1.11 6,318 1.35
2026-04-21 13F Alpine Bank Wealth Management 17,966 1.79 1,594 2.05
2026-04-27 13F Evolution Wealth Management Inc. 271 24
2026-04-27 13F Marotta Asset Management 47,172 -2.62 4,199 -2.03
2026-04-17 13F Signal Advisors Wealth, LLC 6,281 102.22 557 103.28
2026-05-14 13F Jupiter Wealth Management LLC 1,374 0.00 132 2.34
2026-05-07 13F Bard Associates Inc 139,167 0.17 12,344 0.41
2026-05-08 13F Addison Advisors LLC 5 0.00 0
2026-04-21 13F Sunpointe, LLC 8,096 23.41 718 23.79
2026-04-16 13F Annex Advisory Services, LLC 4,003 -12.79 355 -12.56
2026-05-13 13F Natixis Advisors, L.p. 14,974 -53.20 1 -50.00
2026-04-13 13F Cordant, Inc. 139,753 5.94 12,396 6.19
2026-05-12 13F Community Bank, N.A. 6,787 -10.64 602 -10.57
2026-05-05 13F Gould Asset Management Llc /ca/ 175,363 0.59 15,555 0.83
2026-04-16 13F Sweeney & Michel, Llc 13,397 1.07 1,250 1.05
2026-04-22 13F KG&L Capital Management,LLC 5,949 -14.04 528 -13.89
2026-05-11 13F Commerce Bank 161,275 2.89 14,305 3.14
2026-04-10 13F Novem Group 28,165 2.56 2,498 2.80
2026-04-30 13F Kestra Advisory Services, LLC 182,621 68.24 16,198 68.64
2026-04-07 13F City Center Advisors, LLC 7,351 1.79 652 2.03
2026-04-28 13F Flagship Harbor Advisors, Llc 25,840 -0.65 2,292 -0.43
2026-05-13 13F Ankerstar Wealth, LLC 189 0.00 17 0.00
2026-04-29 13F Addison Capital Co 37,710 3,345
2026-05-04 13F Optima Capital Llc 5,504 -1.27 488 -1.01
2026-04-30 13F Jordan Park Trust Co LLC 5,517 0.00 489 0.20
2025-12-08 13F/A Evelyn Partners Investment Management Services Ltd 0 -100.00 0 -100.00
2026-04-08 13F Winter & Associates, Inc. 8,755 -16.83 791 -15.04
2026-04-28 13F Bogart Wealth, LLC 644 -1.53 57 0.00
2026-04-24 13F Smithbridge Asset Management Inc/de 3,756 333
2026-05-15 13F Valley Financial Group, Inc. 6,539 0.43 580 0.69
2026-05-05 13F Regions Financial Corp 19,696 -1.34 1,747 -1.08
2026-04-28 13F Kingswood Wealth Advisors, Llc 11,907 2.87 1,056 3.13
2026-04-20 13F First Bancorp, Inc /ME/ 7,773 -0.70 689 -0.43
2026-05-06 13F Cedar Point Capital Partners, LLC 15,684 1,391
2026-04-22 13F Gold Investment Management Ltd. 3,410 0.74 302 1.00
2026-05-29 13F Krane Financial Solutions LLC 117,761 10,445
2026-04-13 13F Creative Financial Designs Inc /adv 1,106 2.41 98 3.16
2026-04-13 13F IFP Advisors, Inc 10,464 -8.74 928 -8.48
2026-05-15 13F Weaver Consulting Group 3,265 0.00 290 0.35
2026-05-04 13F Texas Yale Capital Corp. 36,988 2.00 3,281 2.24
2026-05-05 13F SOUTH STATE Corp 2,079 -83.59 184 -83.59
2026-05-11 13F Salomon & Ludwin, LLC 796 0.00 72 1.43
2026-05-04 13F Copia Wealth Management 327 0.00 29 3.57
2026-04-22 13F Coastal Investment Advisors, Inc. 918 -2.13 81 -1.22
2026-04-23 13F Drucker Wealth 3.0, LLC 2,511 6.90 223 7.25
2026-04-17 13F AdvisorNet Financial, Inc 20,374 735.00 1,807 740.47
2026-04-09 13F DHJJ Financial Advisors, Ltd. 590 2.97 52 4.00
2026-04-13 13F Arkansas Financial Group, Inc. 12,408 3.30 1,143 7.63
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,830 -4.71 428 -4.46
2026-04-28 13F Meridian Investment Counsel Inc. 3,698 0.00 328 0.31
2026-04-06 13F Highline Wealth Partners Llc 16 0.00 1 0.00
2026-05-01 13F Strategic Financial Partners, Ltd. 3,232 -7.74 287 -7.74
2026-04-08 13F Stonebridge Financial Group, LLC 3,008 0.00 267 0.00
2026-05-13 13F Lantern Wealth Advisors, LLC 8,069 1.96 716 2.14
2026-05-07 13F AlTi Global, Inc. 8,400 -2.02 745 -1.72
2026-05-07 13F Hopwood Financial Services, Inc. 2,835 -2.07 251 -1.95
2026-05-07 13F TrustWell Financial Advisors, LLC 0 -100.00 0 -100.00
2026-05-13 13F LM Advisors LLC 228 0.00 3 0.00
2026-04-27 13F River's Edge Wealth Management, Llc 35,618 3.90 3,394 4.69
2026-05-14 13F Allworth Financial LP 65,108 -30.37 5,775 -30.19
2026-05-14 13F HighPoint Advisor Group LLC 2,583 -12.68 229 -12.26
2026-04-15 13F Gradient Capital Advisors, LLC 19,131 -1.39 1,697 -1.17
2026-05-15 13F Huntington National Bank 11,518 27.88
2026-04-14 13F Arvest Investments, Inc. 0 -100.00 0
2026-04-29 13F Southern Capital Services Inc /adv 23,967 -0.72 2,126 -0.51
2026-04-16 13F Tandem Capital Management Corp /adv 3,122 0.00 277 0.00
2026-05-12 13F One Capital Management, LLC 26,785 -3.00 2,376 -2.78
2026-04-28 13F Strata Wealth Advisors, LLC 5,905 -2.54 524 -2.43
2026-05-04 13F Calamos Wealth Management LLC 4,221 52.66 374 53.28
2026-05-08 13F Endowment Wealth Management, Inc. 13,040 1.91 1,157 2.12
2026-05-11 13F First Financial Bankshares Inc 298,357 -2.10 26,464 -1.87
2026-05-13 13F Mpwm Advisory Solutions, Llc 338 0.00 30 0.00
2026-02-11 13F Arrowroot Family Office, LLC 0 -100.00 0
2026-04-16 13F IVC Wealth Advisors LLC 4,927 -3.07 437 -2.67
2026-04-23 13F Forum Financial Management, LP 10,287 -1.39 912 -1.19
2026-04-14 13F Juncture Wealth Strategies, Llc 16,587 -49.49 1,471 -49.38
2026-04-03 13F Coastline Trust Co 150 0.00 13 0.00
2026-05-06 13F Clifford Swan Investment Counsel Llc 7,556 0.00 670 0.30
2026-05-12 13F Curio Wealth, Llc 11,440 1.14 1,015 1.10
2026-04-07 13F Dwr Wealth Management, Llc 48,353 -5.06 4,223 -7.07
2026-04-20 13F TFB Advisors LLC 0 -100.00 0
2026-04-10 13F Level Financial Advisors, Inc. 2,781 -20.50 247 -20.39
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 195 -62.86 17 -63.04
2026-05-15 13F Quest Investment Management Llc 3,734 331
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 35,082 -0.25 3,112 -1.21
2026-04-17 13F Roxbury Financial LLC 392 0.51 35 0.00
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100.00 0
2026-05-11 13F Manchester Capital Management LLC 41,803 -7.32 3,708 -7.12
2026-04-08 13F Lpwm Llc 65,645 -1.20 5,823 -0.97
2026-04-29 13F Harbour Capital Advisors, LLC 3,200 4.64 302 11.85
2026-05-06 13F Cornerstone Planning Group LLC 1,488 -11.64 142 -5.33
2026-05-06 13F Deutsche Bank Ag\ 1,500 -6.54 133 -6.34
2026-05-06 13F Drystone LLC 81,280 0.06 7,209 0.29
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 28,060 -2.35 2,489 -2.12
2026-05-14 13F VestGen Advisors, LLC 7,041 10.10 681 20.35
2026-04-01 13F Beacon Financial Group 0 -100.00 0
2026-04-22 13F Jim Saulnier & Associates, Llc 8,845 9.28 785 9.50
2026-04-13 13F St Germain D J Co Inc 23,956 5.45 2,125 5.67
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 3,075 0.26 273 0.37
2026-02-17 13F First Manhattan Co 0 -100.00 0
2026-04-28 13F MBL Wealth, LLC 49,614 5.46 4,401 5.69
2026-05-14 13F Baird Financial Group, Inc. 408,541 4.49 36,238 4.74
2026-05-13 13F Keystone Financial Group 3,513 26.28 312 26.42
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100.00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 8,952 0.53 794 0.89
2026-04-28 13F Lee Danner & Bass Inc 2,534 0.00 225 0.00
2026-05-15 13F Security National Bank Of So Dak 4,910 53.92 436 54.26
2026-04-22 13F SFG Wealth Management, LLC. 0 -100.00 0
2026-04-17 13F Gibson Capital, LLC 1,387,610 5.11 123,081 5.36
2026-05-07 13F REDW Wealth LLC 48,010 -10.02 4,259 -9.81
2026-02-11 13F Parallel Advisors, LLC 106,868 2.11 9,457 -1.17
2026-05-15 13F Smartleaf Asset Management LLC 3,867 -58.37 338 -59.30
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 692 0.00 61 0.00
2026-04-15 13F Websterrogers Financial Advisors, Llc 37,832 5.34 3,356 5.57
2026-05-04 13F Glassman Wealth Services 921 0.00 82 0.00
2026-04-16 13F Warren Street Wealth Advisors, LLC 2,327 -15.96 206 -15.92
2026-05-08 13F Urban Financial Advisory Corp 1,266 0.00 112 0.00
2026-05-12 13F Moneta Group Investment Advisors Llc 452,995 3.80 40,181 4.05
2026-05-13 13F Archvest Wealth Advisors, Inc. 110,740 6.53 9,823 6.78
2026-05-14 13F Twin Tree Management, LP 1,955 173
2026-05-15 13F Perennial Investment Advisors, LLC 2,632 -0.23 233 0.00
2026-05-15 13F Pursuit Wealth Strategies, Llc 5,319 1.47 472 1.73
2026-04-09 13F Everhart Financial Group, Inc. 65,368 8.65 5,798 8.90
2026-05-08 13F Tfo-tdc, Llc 95,970 51.90 8,513 52.27
2026-05-11 13F Foundations Investment Advisors, LLC 5,852 18.39 519 18.76
2026-05-04 13F Westside Investment Management, Inc. 14,037 0.57 1,245 0.81
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 0 -100.00 0
2026-04-17 13F Viewpoint Capital Management LLC 3 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100.00 0
2026-04-15 13F Wealthcare Capital Management Llc 2,761 -67.47 245 -67.51
2026-04-08 13F Beacon Financial Strategies CORP 0 -100.00 0
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 -100.00 0
2026-04-28 13F/A First Citizens Asset Management, Inc. 0 -100.00 0 -100.00
2026-05-05 13F Capital Investment Advisory Services, LLC 2,078 20.74 184 21.05
2026-05-12 13F/A Panoramic Investment Advisors, Llc 2,257 200
2026-04-21 13F Creative Capital Management Investments LLC 676 0.00 60 0.00
2026-04-21 13F Wealth Effects Llc 5,008 -4.75 444 -4.52
2026-05-15 13F Manufacturers Life Insurance Company, The 861,206 -6.17 76,389 -5.94
2026-05-15 13F Mercer Global Advisors Inc /adv 416,776 2.83 36,968 3.39
2026-05-14 13F Hara Capital LLC 344 31
2026-04-21 13F Creekside Partners 33,022 -1.66 2,929 -1.41
2026-05-06 13F Avalon Trust Co 3,850 0.00 341 0.29
2026-05-12 13F Frisco Financial Planning LLC 38,325 -0.46 3,399 -0.21
2026-04-24 13F Essex Financial Services, Inc. 3,840 -4.86 341 -4.76
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 462 0.00 41 0.00
2026-04-28 13F Nbt Bank N A /ny 18,032 1.93 1,599 -4.71
2026-05-13 13F Choate Investment Advisors 16,519 1.28 1,465 1.52
2026-05-15 13F Glen Eagle Advisors, LLC 4,648 -2.04 412 -1.67
2026-05-14 13F Keebeck Wealth Management, LLC 0 -100.00 0
2026-05-01 13F Sovran Advisors, LLC 13,170 -2.24 1,269 2.92
2026-04-27 13F Td Private Client Wealth Llc 22,033 -1.31 1,954 -1.06
2026-05-07 13F Sage Financial Group Inc 289,964 11.80 25,720 12.07
2026-05-07 13F Crewe Advisors LLC 58,720 -2.37 5,208 -2.14
2026-05-05 13F Investment Partners, Ltd. 20,468 0.00 1,816 0.22
2026-05-13 13F Benchmark Investment Advisors LLC 7,245 -4.12 643 -6.96
2026-01-29 13F Comerica Bank 198,720 -31.57 17,585 -33.77
2026-04-30 13F Graetz Wealth LLC 16,882 6.92 1,497 7.16
2026-05-11 13F Northwest Quadrant Wealth Management, LLC 53,293 -14.74 4,727 -14.52
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 2,350 -54.19 208 -54.08
2026-02-17 13F Torno Capital, Llc Put 0 -100.00 0
2026-05-15 13F Comprehensive Financial Management LLC 328,338 0.00 29,124 0.24
2026-04-20 13F Longview Financial Advisors LLC 254 0.00 23 0.00
2026-04-30 13F ATX Financial Planning, LLC 0 -100.00 0
2026-04-20 13F Apella Capital, LLC 39,885 4.60 3,856 14.29
2026-04-21 13F Claro Advisors LLC 4,025 3.13 357 3.48
2026-05-15 13F Bank Of America Corp /de/ 10,115,744 -2.06 897,266 -1.82
2026-04-28 13F Indiana Trust & Investment Management CO 4,715 -2.28 418 -1.88
2026-04-21 13F Mesirow Financial Investment Management, Inc. 31,730 21.19 2,814 21.50
2026-05-15 13F Sierra Capital LLC 17,111 0.29 2 0.00
2026-05-04 13F Lutz Financial Services LLC 16,269 -3.24 1,443 -2.96
2026-05-13 13F Brinker Capital Investments, LLC 4,480 -64.79 397 -64.71
2026-05-15 13F Blueprint Investment Partners LLC 32,504 0.02 2,883 0.28
2026-04-16 13F Trinity Legacy Partners, LLC 12,015 19.52 1,132 27.33
2026-04-29 13F Cambridge Capital Management, Llc 185,254 5.62 16,432 5.88
2026-04-16 13F Capstone Wealth Management Group LLC 2,914 0.10 258 0.39
2026-04-30 13F Hegarty Advisors, LLC 0 -100.00 0
2026-05-12 13F Ballast Advisors Llc 2,253 -3.64 0 -100.00
2026-05-14 13F Sterling Wealth Management, Inc. 32,213 -2.64 2,857 -2.39
2026-05-15 13F ROI Financial Advisors, LLC 3,851 -2.31 342 -2.01
2026-04-16 13F Park National Corp /oh/ 52,089 5.80 4,620 6.06
2026-05-04 13F Principal Financial Group Inc 392,376 -4.84 34,804 -4.61
2026-04-27 13F Transcendent Capital Group LLC 37,198 8.98 3,299 9.24
2026-05-08 13F Prime Capital Investment Advisors, LLC 349,940 -0.00 31,040 0.24
2026-05-05 13F State of New Jersey Common Pension Fund D 8,598,869 0.00 762,720 0.24
2026-05-05 13F Mount Lucas Management LP 7,477 -53.94 663 -53.83
2026-05-08 13F Dodds Wealth, LLC 50,630 3.88 4,491 4.13
2026-05-11 13F Integrity Alliance, Llc. 5,647 11.91 501 12.11
2026-04-01 13F First Financial Bank - Trust Division 17,058 -8.29 1,513 -8.02
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 2,589 0.00 230 0.00
2026-05-14 13F Islay Capital Management, Llc 491 139.51 44 138.89
2026-01-30 13F Pure Portfolios Holdings Llc 27,318 21.28 2,417 17.39
2026-05-13 13F Schoolcraft Capital LLC 197,319 2.52 17,502 2.77
2026-05-07 13F Dakota Wealth Management 25,101 -1.06 2,226 -0.80
2026-04-08 13F Pioneer Wealth Management Group 24,064 0.18 2,134 0.42
2026-04-29 13F Armor Investment Advisors, LLC 532 0.00 47 0.00
2026-04-23 13F Cornerstone Wealth Management, LLC 15,475 -5.40 1,373 -5.18
2026-05-04 13F J.Safra Asset Management Corp 2,265 0.62 201 0.50
2026-05-06 13F Simon Quick Advisors, Llc 10,071 0.00 893 0.22
2026-04-22 13F Harbor Asset Planning, Inc. 162 0.62 14 0.00
2026-04-07 13F GK Wealth Management LLC 48,353 4,223
2026-05-13 13F Ameritas Investment Partners, Inc. 152,650 0.14 13,540 0.38
2026-05-14 13F Cambria Investment Management, L.P. 13,224 -3.80 1,173 -3.62
2026-04-28 13F Altfest L J & Co Inc 3,985 -3.84 354 -3.55
2026-05-15 13F Pin Oak Investment Advisors Inc 636 0.00 0
2026-05-06 13F American Financial & Tax Strategies Inc 13,701 -5.66 1,215 -5.45
2026-04-28 13F Bfsg, Llc 5,935 -3.79 526 -3.49
2026-05-15 13F Gateway Wealth Partners, LLC 3,216 285
2026-04-17 13F Sovereign Financial Group, Inc. 3,624 -19.20 321 -18.94
2026-04-30 13F Nuveen, LLC 412,638 28.83 36,601 29.13
2026-05-12 13F SVRN Asset Management, LLC 53,492 0.45 4,745 0.68
2026-04-27 13F Portland Financial Advisors Inc 6,275 0.00 557 0.18
2026-05-11 13F Hansen & Associates Financial Group, Inc. 21,808 268.07 1,968 253.78
2026-04-30 13F Vertex Investment Solutions Co., Ltd. 26,836 -72.34 2,344 -72.88
2026-04-28 13F Southern Michigan Bank & Trust 11,868 1,053
2026-04-08 13F Evanson Asset Management, LLC 48,378 -0.42 4,291 -0.16
2026-05-08 13F Creekmur Asset Management LLC 0 -100.00 0
2026-04-15 13F City Holding Co 14,299 -20.22 1,268 -20.05
2026-05-01 13F FDx Advisors, Inc. 38,406 -1.87 3 0.00
2026-05-15 13F Df Dent & Co Inc 5,522 0.00 490 0.20
2026-04-22 13F Ifrah Financial Services, Inc. 17,980 -10.57 1,595 -10.40
2026-02-13 13F Eagle Bluffs Wealth Management LLC 0 -100.00 0
2026-04-13 13F Gibraltar Capital Management, Inc. 9,070 0.00 805 0.25
2026-05-06 13F Fort Sheridan Advisors Llc 6,563 154.58 582 155.26
2026-05-06 13F Quest 10 Wealth Builders, Inc. 289 -22.52 26 -24.24
2026-04-07 13F Boltwood Capital Management 5,656 0.00 502 0.20
2026-04-28 13F Canvas Wealth Advisors, LLC 12,743 19.61 1,130 19.96
2026-05-20 13F TrueWealth Financial Partners 114,788 10,182
2026-05-07 13F Oak Harbor Wealth Partners, Llc 18 0.00 2 0.00
2026-04-29 13F Marino, Stram & Associates Llc 4,024 0.00 357 0.00
2026-05-12 13F Bnp Paribas Arbitrage, Sa 49,685 -46.11 4,407 -45.98
2026-05-12 13F Insigneo Advisory Services, Llc 16,728 -7.16 1,484 -6.96
2026-04-21 13F SWS Partners 2,760 0.22 245 0.41
2026-05-13 13F Davis R M Inc 3,120 3.83 277 4.15
2026-02-13 13F Colony Group, LLC 383,726 16.69 33,957 12.96
2026-04-23 13F Embree Financial Group 3,409 -0.18 302 0.00
2026-05-08 13F/A JPL Wealth Management, LLC 150 13
2026-02-10 13F Main Management LLC 0 -100.00 0
2026-05-12 13F Innovative Asset Advisors Group, LLC 459 41
2026-05-13 13F Federation des caisses Desjardins du Quebec 19,584 18.05 1,736 18.34
2026-05-04 13F Mattern Capital Management, Llc 0 -100.00 0
2026-02-13 13F Nicolet Advisory Services, Llc 10,698 -1.44 958 -2.15
2026-02-13 13F Sei Investments Co 322,411 24.31 28,530 20.33
2026-05-12 13F Ameritas Advisory Services, LLC 233,851 19.48 20,743 19.76
2026-04-10 13F Waldron Private Wealth LLC 34,893 -3.78 3,095 -3.52
2026-04-17 13F Summit Wealth Partners, LLC 6,508 577
2026-04-16 13F Clark Asset Management, LLC 4,309 -47.46 382 -47.31
2026-04-08 13F LifeGuide Financial Advisors, LLC 47,420 -1.11 4,206 -0.90
2026-04-21 13F Laurel Oak Wealth Management, Llc 12,966 15.06 1,150 15.35
2026-04-29 13F Garde Capital, Inc. 375,869 0.62 33,340 0.86
2026-04-15 13F Professional Advisory Services Inc 4,336 0.00 0
2026-05-15 13F Clifford Group, LLC 9,143 6.84 811 7.13
2026-04-23 13F Fairway Wealth LLC 85,545 -59.72 7,588 0.04
2026-05-08 13F Walleye Trading LLC Call 40,300 -5.40 3,575 -5.17
2026-05-07 13F Ckw Financial Group 0 -100.00 0
2026-05-08 13F Walleye Trading LLC Put 22,500 -4.26 1,996 -4.04
2026-02-17 13F Sone Capital Management, LLC 0 -100.00 0
2026-04-20 13F Morton Brown Family Wealth, LLC 3,053 0.03 271 0.00
2026-04-20 13F BTC Capital Management, Inc. 28,609 0.00 2,538 -0.08
2026-05-11 13F Madden Advisory Services, Inc. 11,828 -5.88 1,049 -5.67
2026-04-27 13F Mount Yale Investment Advisors, LLC 15,085 0.57 1,338 0.83
2026-05-13 13F BlackRock, Inc. 135,786 14.42 12,044 14.69
2026-04-16 13F Sheets Smith Wealth Management 3,165 -0.16 281 0.00
2026-05-15 13F Fwl Investment Management, Llc 0 -100.00 0
2026-05-15 13F ARGI Investment Services, LLC 0 -100.00 0
2026-04-30 13F Money Concepts Capital Corp 6,406 -4.63 568 -4.38
2026-04-22 13F Onyx Bridge Wealth Group LLC 0 -100.00 0
2026-04-08 13F WealthCare Investment Partners, LLC 0 -100.00 0
2026-04-15 13F Wealthcare Capital Partners, LLC 3,511 -84.82 311 -84.80
2026-04-07 13F Eastern Bank 40 -97.09 4 -97.52
2026-05-11 13F Knights of Columbus Asset Advisors LLC 1,190 -3.17 106 -2.78
2026-04-22 13F Sendero Wealth Management, LLC 0 -100.00 0
2026-01-16 13F Trust Co Of Vermont 7,184 -10.03 636 -12.89
2026-04-23 13F Oppenheimer & Co Inc 20,536 -17.58 1,822 -17.38
2026-04-22 13F My Personal CFO, LLC 34,199 1.85 3,033 2.09
2026-04-22 13F Spire Wealth Management 7,991 5.12 709 5.36
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 4,519 -3.69 0
2026-05-04 13F Nwam Llc 128,627 2.01 11,409 1.63
2026-04-23 13F Kagan Cocozza Asset Management 53,438 12.25 4,740 12.51
2026-04-28 13F Tide Cove Capital Partners LLC 82,649 -12.78 7,857 -10.17
2026-05-14 13F Mcguire Capital Advisors Inc 161 -10.56 14 -6.67
2026-05-06 13F Mechanics Financial Corp 4,583 0.42 407 0.74
2026-04-09 13F Allodium Investment Consultants, LLC 158,129 6.85 14,026 7.11
2026-04-22 13F Silver Coast Investments LLC 88,250 8.96 7,828 9.21
2026-05-06 13F Finhabits Advisors LLC 39,621 2.93 3,514 3.17
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 0 -100.00 0 -100.00
2026-05-07 13F Lowe Brockenbrough & Co Inc 5,150 -0.89 457 -0.65
2026-02-13 13F Barclays Plc 1,143 -68.34 101 -69.39
2026-04-16 13F Tactive Advisors, LLC 4,669 -0.79 414 -0.48
2026-05-15 13F Note Advisors, LLC 61,033 3.10 5,414 0.20
2026-05-14 13F Evoke Wealth, Llc 182,211 31.84 16,162 32.15
2026-05-15 13F Tradition Wealth Management, LLC 37,875 0.07 3,360 0.30
2026-04-02 13F Ares Financial Consulting, LLC 18 0.00 2 0.00
2026-05-11 13F Savvy Advisors, Inc. 27,473 -2.84 2,437 -2.64
2026-04-21 13F Welch Group, LLC 0 -100.00 0
2026-02-02 13F Forza Wealth Management, LLC 0 -100.00 0
2026-05-11 13F Brand Asset Management Group, Inc. 0 -100.00 0
2026-04-21 13F Hudson Oak Wealth Advisory LLC 13,185 2.60 1,170 2.81
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100.00 0
2026-02-02 13F Total Clarity Wealth Management, Inc. 0 -100.00 0
2026-05-05 13F Sherman Asset Management, Inc. 25,377 9.65 2,251 9.86
2026-05-12 13F IFG Advisory, LLC 0 -100.00 0
2026-02-02 13F Windward Private Wealth Management Inc. 0 -100.00 0
2026-03-19 13F Painted Porch Advisors LLC 0 -100.00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 201,596 -34.08 17,882 -33.93
2026-04-07 13F Abacus Planning Group, Inc. 2,831 -6.32 251 -5.99
2026-05-01 13F UNIVEST FINANCIAL Corp 14,280 -68.90 1,267 -68.84
2026-05-08 13F Firestone Capital Management 177,707 0.26 15,763 0.50
2026-05-11 13F Financial Perspectives, Inc 9,168 0.04 813 0.37
2026-05-15 13F Coco Enterprises, LLC 10,244 -0.47 927 1.76
2026-05-15 13F Chilton Investment Co Llc 7,409 -11.08 657 -10.85
2026-04-23 13F Fairman Group, LLC 2,291 44.27 203 45.00
2026-04-16 13F XML Financial, LLC 3,448 -13.95 306 -13.84
2026-04-09 13F Mechanics Bank Trust Department 6,489 0.00 576 0.17
2026-04-15 13F Trust Point Inc. 2,554 -7.43 227 -7.38
2026-05-01 13F Citizens Financial Group Inc/ri 486,852 0.97 43,184 1.20
2026-05-07 13F Saratoga Research & Investment Management 5,414 480
2026-05-15 13F Gould Capital, LLC 11 0.00 1
2026-04-14 13F Northwest Wealth Management, Llc 8,911 -18.33 790 -18.13
2026-04-10 13F Prosperity Planning, Inc. 3,304 0.00 293 0.34
2026-05-15 13F NCM Capital Management, LLC 6,166 0.11 547 0.18
2026-04-08 13F General Partner, Inc. 12,632 0.00 1,120 0.27
2026-04-22 13F Independence Asset Advisors, LLC 35,421 66.31 3,142 66.72
2026-05-07 13F Disciplina Capital Management LLC 2,625 1.08 233 1.31
2026-04-15 13F Seacrest Wealth Management, Llc 12,063 -1.50 1,070 -1.20
2026-04-20 13F New Hampshire Trust 106,821 -19.61 9,475 -19.41
2026-05-11 13F Biltmore Family Office, LLC 65,100 3.53 5,774 3.77
2026-05-07 13F Hanover Advisors Inc 14,627 -11.06 1,297 -10.86
2026-05-04 13F CORDA Investment Management, LLC. 0 -100.00 0
2026-05-13 13F Argent Trust Co 14,645 17.47 1,299 17.77
2026-04-15 13F Silverlake Wealth Management Llc 21,861 80.76 1,939 81.21
2026-04-24 13F KPP Advisory Services LLC 8,128 0.00 721 0.14
2026-05-11 13F Allianz Asset Management GmbH 23 -17.86 2 0.00
2026-05-12 13F TIAA Wealth Investment Management LLC 860 75
2026-05-12 13F Cahill Financial Advisors Inc 27,135 -9.21 2,407 -9.00
2026-05-11 13F Partners in Financial Planning 157,522 1.15 13,969 1.36
2026-05-11 13F OpenArc Corporate Advisory, LLC 36,980 127.40 3,280 127.94
2026-05-04 13F Mml Investors Services, Llc 149,913 -7.35 13,297 -7.13
2026-04-13 13F Affinity Capital Advisors, LLC 3,348 -6.11 297 -6.03
2026-05-13 13F Richard W. Paul & Associates, LLC 382 -0.52 34 0.00
2026-01-29 13F Vanguard Group Inc 14,060 -20.43 1,244 -22.97
2026-04-30 13F ETF Store, Inc. 2,731 0.81 242 1.26
2026-04-29 13F Jackson Thornton Asset Management, Llc 3,978 0.00 370 3.94
2026-04-28 13F Umpqua Bank 0 -100.00 0
2026-04-27 13F S.A. Mason LLC 7,054 -0.42 626 -0.16
2026-05-04 13F Wsfs Capital Management, Llc 2,332 -6.53 207 -6.36
2026-01-13 13F Fort Washington Investment Advisors Inc /oh/ 0 -100.00 0
2026-04-22 13F Aegis Wealth Management LLC 4,119 11.75 365 11.96
2026-05-06 13F Sterling Financial Planning, Inc. 31,916 1.87 2,831 2.09
2026-05-12 13F Atlantic Union Bankshares Corp 8,662 5.22 768 5.49
2026-05-15 13F Vista Investment Management 4,230 51.34 375 51.82
2026-04-15 13F PW Nova Financial Services LLC 5,202 4.52 461 4.54
2026-04-10 13F Matrix Trust Co 43,589 0.46 4 0.00
2026-05-01 13F New Republic Capital, LLC 8,588 -38.03 762 -37.93
2026-05-14 13F Integrity Financial Corp /WA 383 -4.49 34 -5.71
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 114,145 -0.13 10,125 0.10
2026-05-15 13F Fmr Llc 264,959 1.49 23,502 1.73
2026-04-27 13F Albion Financial Group /ut 627 0.00 56 0.00
2026-05-06 13F Meridian Wealth Management, LLC 12,867 5.20 1,141 5.45
2026-05-12 13F Bank of Jackson Hole Trust 1,121 -0.62 99 0.00
2026-05-13 13F NFP Retirement, Inc. 7,985 0.59 708 0.85
2026-04-23 13F Summit Wealth Group Llc / Co 8,607 767
2026-04-24 13F Private Advisor Group, LLC 124,286 -4.70 11,024 -4.47
2026-04-28 13F BLB&B Advisors, LLC 9,766 54.26 866 54.64
2026-05-11 13F Tranquilli Financial Advisor LLC 38,536 224.38 3,418 225.21
2026-05-14 13F Dorsey & Whitney Trust CO LLC 17,101 -16.21 1,517 -16.06
2026-05-14 13F Sand Hill Global Advisors, LLC 1,741,408 4.71 154,463 4.95
2026-04-03 13F Hickory Point Bank & Trust 1,097 97
2026-05-11 13F Rebalance, Llc 584,295 1.86 51,827 2.10
2026-05-18 13F Centaurus Financial, Inc. 21,357 170.89 2
2026-04-24 13F Franklin, Parlapiano, Turner & Welch, LLC 8,595 0.00 821 3.02
2026-04-22 13F Krm Wealth Management L.l.c. 52,990 4.36 4,700 4.61
2026-05-05 13F Adaptive Financial Consulting, LLC 126,476 7.59 11,218 7.84
2026-04-10 13F TCP Asset Management, LLC 2,466 -2.30 219 -2.24
2026-04-22 13F RBA Wealth Management, LLC 2,782 -0.29 247 0.00
2026-04-29 13F Garner Asset Management Corp 16,184 0.78 1,436 0.99
2026-05-07 13F Hollencrest Capital Management 2,023 150.99 179 152.11
2026-05-11 13F Newport Capital Group, LLC 14,456 9.72 1,282 10.04
2026-05-05 13F Frazier Financial Advisors, LLC 61 0.00 5 0.00
2026-04-21 13F E&G Advisors, LP 5,016 0.00 445 0.23
2026-04-24 13F National Asset Management, Inc. 26,446 2.81 2,310 1.45
2026-04-30 13F SkyOak Wealth, LLC 4,009 0.00 356 0.28
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 28,091 -20.64 2,491 -20.44
2026-05-15 13F CI Private Wealth, LLC 1,008,565 -9.42 88,766 -11.60
2026-04-14 13F eCIO, Inc. 0 -100.00 0
2026-05-11 13F Camden Capital, LLC 7,157 0.27 635 0.48
2026-02-17 13F Torno Capital, Llc 0 -100.00 0
2026-04-09 13F CRA Financial Services, LLC 11,527 -21.73 1,022 -21.57
2026-04-10 13F Charles Schwab Trust Co 5,567 -11.10 494 -11.01
2026-04-20 13F Godsey & Gibb Associates 291 0.00 26 0.00
2026-04-13 13F Newman Dignan & Sheerar, Inc. 10,300 11.48 914 11.75
2026-05-11 13F Fairscale Capital, LLC 18 0.00 2 0.00
2026-05-14 13F/A Leo H. Evart, Inc. 6 1
2026-05-13 13F B & T Capital Management DBA Alpha Capital Management 234,294 14.29 20,782 14.56
2026-05-08 13F Curtis Advisory Group, LLC 2,487 2.14 221 2.33
2026-04-14 13F Plancorp, LLC 137,161 3.58 12,753 8.83
2026-05-01 13F Fifth Third Bancorp 1,677,694 11.60 148,811 11.87
2026-04-27 13F TABR Capital Management, LLC 6,332 -8.03 562 -7.88
2026-04-22 13F Janney Montgomery Scott LLC 79,351 2.29 7 16.67
2026-05-13 13F Ubs Asset Management Americas Inc 80,729 25.86 7,161 26.15
2026-04-22 13F Hurlow Wealth Management Group, Inc. 132,612 -1.00 11,763 -0.77
2026-05-01 13F Global Assets Advisory, LLC 1,125 163
2026-04-17 13F RFG Advisory, LLC 40,073 1.21 3,554 1.46
2026-05-07 13F JMG Financial Group, Ltd. 255,079 3.07 22,625 3.32
2026-05-15 13F Advisor Group Holdings, Inc. 622,778 6.37 55,257 6.61
2026-04-09 13F Wedmont Private Capital 39,604 17.56 3,648 22.38
2026-05-07 13F EPG Wealth Management LLC 614 -1.29 54 -1.82
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
US:VNQ US$ 96,79
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2026 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Features
Explore
Help Center