0LOE - Vanguard Index Funds - Vanguard Small-Cap Growth ETF Ações - Preço das Ações, Propriedade Institucional, Acionistas

Vanguard Index Funds - Vanguard Small-Cap Growth ETF
GB ˙ LSE ˙ US9229085959
US$ 236,94 ↓ -2.71 (-1.13%)
2023-12-18
PREÇO DA AÇÃO
Estatísticas Básicas
Proprietários Institucionais 1239 total, 1236 long only, 0 short only, 3 long/short - change of 2.82% MRQ
Alocação Média no Portfólio 0.3682 % - change of -2.36% MRQ
Ações Institucionais (Longas) 40,504,124 (ex 13D/G) - change of -0.93MM shares -2.23% MRQ
Valor Institucional (Longa) $ 12,004,393 USD ($1000)
Propriedade Institucional e Acionistas

Vanguard Index Funds - Vanguard Small-Cap Growth ETF (GB:0LOE) tem 1239 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 40,504,124 ações. Os maiores acionistas incluem Bank Of America Corp /de/, Morgan Stanley, Assetmark, Inc, CI Private Wealth, LLC, Sei Investments Co, LPL Financial LLC, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., UBS Group AG, and Pnc Financial Services Group, Inc. .

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

Pontuação do Sentimento do Fundo

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

Frequência de Atualização: Diariamente

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Arquivamentos 13F e NPORT

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-05-11 13F Rossby Financial, LCC 2,331 2,000.00 711 2,051.52
2026-04-06 13F Trust Co of the South 28,288 0.80 8,550 0.85
2026-05-09 13F MSH Capital Advisors LLC 10,523 1.45 3,181 1.50
2026-04-28 13F Stratos Wealth Partners, LTD. 19,518 1.71 5,899 1.76
2026-04-28 13F Probity Advisors, Inc. 12,528 -4.52 3,786 -4.47
2026-04-22 13F Apollon Wealth Management, LLC 8,486 -3.84 2,565 -3.83
2026-05-15 13F Mcdonald Partners Llc 1,495 32.30 452 32.26
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 358 -0.83 108 0.00
2026-04-23 13F West Bancorporation Inc 1,367 4.27 413 4.29
2026-04-24 13F NavPoint Financial, Inc. 1,376 0.07 416 0.24
2026-04-16 13F Roble, Belko & Company, Inc 1,017 33,800.00 0
2026-04-07 13F Heartwood Wealth Advisors LLC 2,560 0.00 774 0.00
2026-04-22 13F Stone House Investment Management, LLC 0 -100.00 0
2026-02-12 13F Litman Gregory Asset Management LLC 261 79
2026-05-13 13F Principal Securities, Inc. 2,872 0.49 868 0.58
2026-05-15 13F Investmark Advisory Group LLC 3,760 -0.58 1,137 -0.53
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 1,175 0.00 355 0.28
2026-05-15 13F Fiduciary Trust Co 3,499 16.75 1,058 16.80
2026-05-06 13F World Equity Group, Inc. 2,221 -5.65 671 -5.63
2026-05-15 13F Cardiff Park Advisors, Llc 1,363 0.07 412 0.00
2026-02-11 13F MidWestOne Financial Group, Inc. 1,972 0.00 596 1.54
2026-04-06 13F InTrack Investment Management Inc 6,396 -15.05 1,933 -15.00
2026-05-14 13F Brown Brothers Harriman & Co 1,147 -0.26 347 -0.29
2026-04-09 13F Acropolis Investment Management, LLC 12,469 0.89 3,769 0.94
2026-04-10 13F Perigon Wealth Management, LLC 16,917 7.25 5,113 7.30
2026-05-04 13F Hexagon Capital Partners LLC 1,585 479
2026-05-13 13F Signature Equity Partners, LLC 211 8.76 64 8.62
2026-05-14 13F Bollard Group LLC 112 0
2026-04-14 13F Global Trust Wealth Management LLC 9,852 3.49 2,978 3.55
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 1,591 7.65 486 8.74
2026-05-01 13F Johnson Investment Counsel Inc 4,956 -3.45 1,498 -3.42
2026-03-02 13F Reflection Asset Management 39 12
2026-01-28 13F Edge Financial Advisors LLC 937 0.32 283 1.44
2026-05-15 13F Tower Research Capital LLC (TRC) 10 3
2026-05-06 13F Proffitt & Goodson Inc 298 -42.25 90 -41.94
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100.00 0
2026-04-15 13F DAVENPORT & Co LLC 4,384 1.95 1,325 2.08
2026-04-27 13F Mosley Wealth Management 631 188
2026-05-08 13F Valeo Financial Advisors, LLC 12,969 -0.18 3,920 -0.15
2026-05-13 13F Lido Advisors, LLC 5,626 20.37 1,701 21.43
2026-05-13 13F Invictus Private Wealth, Llc 1,098 0.00 332 0.00
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 4,433 1.51 1,340 1.52
2026-01-07 13F Vigilare Wealth Management 0 -100.00 0
2026-04-24 13F Wagner Wealth Management, Llc 251 0.00 76 0.00
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 367,120 110,962
2026-05-07 13F Action Point Financial Planning, Llc 1,714 518
2026-05-11 13F RiverFront Investment Group, LLC 0 -100.00 0
2026-02-09 13F Sawgrass Asset Management Llc 0 -100.00 0
2026-04-29 13F Hartline Investment Corp/ 4,306 0.00 1,301 0.08
2026-04-13 13F Moody Lynn & Lieberson, Llc 715 0.00 216 0.00
2026-05-12 13F Adventist Health System/ West 38,149 0.00 11,531 0.04
2026-04-23 13F North Star Investment Management Corp. 775 0.13 234 0.43
2026-05-12 13F Clark Wealth Partners 3 1
2026-04-15 13F Silverlake Wealth Management Llc 2,066 1.92 624 1.96
2026-05-04 13F Retirement Planning Group 3,960 3.39 1,197 3.46
2026-05-01 13F Diversify Advisory Services, LLC 0 -100.00 0
2026-04-24 13F Eagle Bay Advisors LLC 0 -100.00 0
2026-04-29 13F Sageworth Trust Co 682 0.00 206 0.00
2026-04-27 13F BIP Wealth, LLC 1,579 -44.24 477 -44.21
2026-04-06 13F CX Institutional 20,773 -40.79 6 -40.00
2026-04-23 13F Seek First Inc. 15,973 11.13 4,828 11.17
2026-05-15 13F MAI Capital Management 13,174 22.43 3,982 22.49
2026-04-15 13F Signature Estate & Investment Advisors Llc 3,215 -0.25 972 -0.21
2026-05-11 13F Fourth Dimension Wealth, LLC 1,356 -17.27 410 -17.37
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 62,700 18,942
2026-05-13 13F Fusion Capital, LLC 2,449 6.11 740 6.17
2026-05-05 13F Atria Investments Llc 71,414 6.44 21,585 6.48
2026-05-05 13F Prosperity Consulting Group, LLC 3,748 0.00 1,133 0.00
2026-04-21 13F Old Second National Bank Of Aurora 369 0.00 112 0.00
2026-05-05 13F Net Worth Advisory Group 2,934 7.16 887 7.13
2026-04-08 13F DiNuzzo Private Wealth, Inc. 99 0.00 30 0.00
2026-04-10 13F Bouvel Investment Partners, LLC 5,508 1,665
2026-05-14 13F St. Louis Trust Co 3,648 -10.10 1,103 -10.04
2026-04-23 13F Simmons Bank 6,594 -1.76 1,992 -1.73
2026-04-09 13F Peterson Wealth Advisors, LLC 1,229 -10.88 371 -10.82
2026-05-14 13F Solstein Capital, LLC 300 91
2026-05-14 13F Jacobs Equity LLC 5,489 4.37 1,659 4.47
2026-05-01 13F Jmac Enterprises Llc 36,216 0.84 10,947 0.88
2026-04-22 13F Essential Planning, LLC. 15,807 -2.44 4,777 -2.41
2026-05-01 13F Coordinated Financial Services, Inc. 2,782 1.46 841 1.45
2026-05-06 13F Windward Private Wealth Management Inc. 1,943 -0.87 587 -0.84
2026-05-12 13F BOK Financial Private Wealth, Inc. 127 5.83 38 5.56
2026-05-11 13F CAPROCK Group, Inc. 5,889 -13.24 1,780 -13.17
2026-04-24 13F Pw Advisors, Llc \ Fl 0 -100.00 0
2026-04-28 13F Fortis Capital Advisors, LLC 4,822 0.88 1,458 0.90
2026-04-08 13F Grove Bank & Trust 126 0.00 38 0.00
2026-04-24 13F Bellevue Asset Management, Llc 205 0.00 62 0.00
2026-05-11 13F Hamrick Investment Counsel, llc 754 228
2026-04-15 13F Atwood & Palmer Inc 322 2,200.00 97 2,325.00
2026-04-28 13F Winthrop Capital Management, LLC 5,987 0.66 2 0.00
2026-05-13 13F Tobias Financial Advisors, Inc. 7,336 4.01 2,217 4.08
2026-05-13 13F AE Wealth Management LLC 5,645 1.80 1,706 1.85
2026-04-15 13F Register Financial Advisors LLC 402 1.26 121 0.83
2026-04-15 13F Cypress Wealth Services, LLC 1,035 0.00 313 0.00
2026-04-23 13F Dupree Financial Group, LLC 0 -100.00 0
2026-05-13 13F NewEdge Wealth, LLC 3,086 -6.37 933 -6.33
2026-03-12 13F Farmers National Bank 1,125 1.35 340 2.73
2026-04-27 13F Moneywise, Inc. 0 -100.00 0
2026-04-08 13F Inspirion Wealth Advisors, Llc 50,068 -20.59 15,133 -20.55
2026-04-17 13F Vermillion Wealth Management, Inc. 319 -12.84 97 -12.73
2026-05-06 13F Assetmark, Inc 1,609,318 2.84 486,416 2.89
2026-04-24 13F Livet Wealth, LLC 0 -100.00 0
2026-05-19 13F Western Wealth Management, LLC 10,372 -2.90 3,135 -2.85
2026-04-14 13F Focus Financial Network, Inc. 46,866 2.33 14,165 2.39
2026-05-14 13F Delos Wealth Advisors, LLC 37 0.00 11 0.00
2026-04-20 13F Ritholtz Wealth Management 1,731 0.06 523 0.19
2026-04-17 13F Murphy & Mullick Capital Management Corp 104 0.00 31 0.00
2026-02-12 13F Logan Capital Management Inc 0 -100.00 0 -100.00
2026-04-13 13F Richard P Slaughter Associates Inc 1,424 -10.94 430 -10.97
2026-04-22 13F Asset Allocation Strategies LLC 665 -3.62 201 -3.37
2026-04-15 13F LongView Wealth Management 1,506 -3.34 492 -2.00
2026-04-22 13F Cornerstone Wealth Group, LLC 649 217
2026-05-12 13F Werba Rubin Papier Wealth Management 6,705 3.06 2,027 3.10
2026-05-13 13F Pinnacle Financial Group, LLC / IL 5,957 4.47 1,800 4.53
2026-04-09 13F Tompkins Financial Corp 70 -49.64 21 -48.78
2026-04-21 13F Wedbush Securities Inc 4,872 12.60 1 0.00
2026-02-09 13F HBK Sorce Advisory LLC 0 -100.00 0 -100.00
2026-04-21 13F Sage Financial Management Group, Inc. 0 -100.00 0
2026-04-22 13F Coston, McIsaac & Partners 4 0.00 0
2026-04-27 13F Tsfg, Llc 2,249 0.00 1
2026-05-08 13F Resources Investment Advisors, LLC. 18,370 -2.41 5,552 -2.36
2026-05-06 13F Quadrant Private Wealth Management, LLC 1,226 0.00 371 0.00
2026-05-12 13F Goodwin Investment Advisory 2,423 -0.04 732 0.00
2026-05-12 13F Ally Invest Advisors Inc. 13,561 0.65 4,099 0.69
2026-04-20 13F Fonville Wealth Management LLC 1,105 0.00 334 0.00
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 2,939 -0.34 888 -0.22
2026-04-09 13F Clarity Capital Advisors, LLC 2,267 -5.54 685 -5.52
2026-04-14 13F Bay Harbor Wealth Management, LLC 27 35.00 8 33.33
2026-05-11 13F Convergence Financial, LLC 1,488 97.09 450 96.93
2026-05-13 13F Philadelphia Trust Co 783 0.00 0
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100.00 0
2026-05-11 13F Integrity Advisory Solutions, LLC 929 1.75 281 1.82
2026-05-14 13F ICONIQ Capital, LLC 1,130 0.09 341 0.00
2026-05-01 13F Anchor Investment Management, LLC 2,465 -0.80 745 -0.80
2026-05-11 13F First National Bank Of Omaha 4,815 0.00 1,394 -5.11
2026-05-15 13F Quantinno Capital Management LP 24,385 27.46 7,371 27.53
2026-05-01 13F Martel Wealth Advisors Inc 13,194 -2.76 3,988 -2.73
2026-05-11 13F MCF Advisors LLC 101 197.06 31 200.00
2026-04-15 13F Planning Directions Inc 1,358 1.95 410 1.99
2026-02-13 13F Gts Securities Llc 0 -100.00 0
2026-04-28 13F Clear Retirement Advice LLC 18,589 -0.40 5,619 -2.84
2026-05-05 13F Ferguson Johnson Wealth Management Inc 4,584 2.39 1 0.00
2026-02-12 13F Cloud Capital Management, LLC 0 -100.00 0
2026-04-30 13F Madison Wealth Partners, Inc 0 -100.00 0
2026-05-14 13F Hazlett, Burt & Watson, Inc. 684 0.00 0
2026-05-13 13F GLR Partners, LLC 2,440 737
2026-04-16 13F Sentinel Pension Advisors Inc 5,493 -0.22 1,660 -0.18
2026-05-12 13F Northwest Bancshares, Inc. 2,017 -7.90 610 -7.87
2026-05-13 13F Heritage Wealth Advisors 60 0.00 18 0.00
2026-04-27 13F Pensionmark Financial Group, Llc 5,311 -3.80 1,606 -3.72
2026-05-13 13F Triumph Capital Management 36 2.86 11 0.00
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100.00 0
2026-04-28 13F McGuire Investment Group, LLC 1,804 0.67 545 0.74
2026-05-13 13F Bank Of Montreal /can/ 35,519 59.71 10,736 59.79
2026-05-11 13F Atlas Legacy Advisors, LLC 2,547 7.79 770 7.85
2026-05-11 13F Phillip James Consulting Co. 7,279 682
2026-05-14 13F 1832 Asset Management L.P. 214,055 0.86 64,698 0.91
2026-04-09 13F Praetorian Wealth Management, Inc. 51,387 2.27 16,301 7.39
2026-04-22 13F JNBA Financial Advisors 362 -3.47 109 -3.54
2026-05-14 13F Gladstone Institutional Advisory LLC 8,422 -6.71 2,546 -6.67
2026-04-17 13F Hanson & Doremus Investment Management 270 0.00 0
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 545 0.18 165 0.00
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,942 22.76 587 22.80
2026-05-06 13F Elyxium Wealth, LLC 0 -100.00 0
2026-05-15 13F Two Sigma Securities, Llc 1,277 386
2026-04-22 13F Continuum Advisory, LLC 1,120 -3.78 339 -3.70
2026-05-12 13F Strategic Wealth Partners, Ltd. 883 -10.54 267 -10.74
2026-04-20 13F Hilton Head Capital Partners, LLC 74 0.00 22 0.00
2026-05-15 13F Aberdeen Wealth Management LLC 40 12
2026-05-01 13F Wealthspire Advisors, LLC 204,118 0.31 61,695 0.36
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100.00 0
2026-05-11 13F Aprio Wealth Management, LLC 710 215
2026-05-11 13F Wrapmanager Inc 930 -8.82 281 -8.77
2026-02-18 13F First Citizens Bank & Trust Co 0 -100.00 0
2026-05-07 13F Green Square Capital Advisors Llc 3,897 0.52 1,178 0.51
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 1,721 520
2026-05-14 13F Providence Capital Advisors, LLC 72 0.00 22 0.00
2026-05-01 13F 180 Wealth Advisors, Llc 667 -0.74 201 -0.50
2026-04-17 13F Krilogy Financial LLC 18,634 -2.66 6,141 -0.34
2026-04-21 13F GHP Investment Advisors, Inc. 27,242 1.13 8,234 1.17
2026-05-04 13F Optima Capital Llc 0 -100.00 0
2026-05-14 13F Trustmark National Bank Trust Department 8,834 -11.33 2,670 -11.27
2026-04-30 13F Independence Bank of Kentucky 447 0.00 135 0.00
2026-05-04 13F Cornerstone Advisory, LLC 8,522 -36.67 2,576 -36.65
2026-05-05 13F Newbridge Financial Services Group, Inc. 25,974 -3.74 7,851 -3.70
2026-05-14 13F Renaissance Technologies Llc 1,680 -78.35 508 -78.37
2026-04-30 13F Mosaic Family Wealth Partners, Llc 121,688 36,780
2026-04-17 13F AdvisorNet Financial, Inc 2,398 3.27 725 3.28
2026-05-15 13F Strive Financial Group ,LLC 1,473 13.48 445 13.52
2026-05-12 13F Independent Advisor Alliance 11,027 3,333
2026-05-15 13F Marquette Associates, Inc. 1,676 507
2026-04-14 13F Wealthcare Advisory Partners LLC 9,661 18.90 2,920 18.99
2026-05-13 13F Adviser Investments LLC 368,412 4.53 111,353 4.58
2026-05-15 13F Flow Traders U.s. Llc 2,564 170.75 1
2026-05-11 13F Pathstone Holdings, LLC 140,744 23.65 42,540 23.71
2026-05-01 13F Valmark Advisers, Inc. 1,341 405
2026-05-06 13F Performa Ltd (US), LLC 31,723 0.00 9,588 0.05
2026-05-14 13F Pinnacle Financial Partners, Inc. 26,756 -6.57 8,091 -6.52
2026-04-21 13F Fingerlakes Wealth Management, Inc. 2,601 3.38 786 3.42
2026-05-12 13F Thoroughbred Financial Services, Llc 1,688 0.24 1
2026-04-07 13F Agate Pass Investment Management, LLC 1,524 0.07 461 0.00
2026-05-06 13F Mechanics Financial Corp 215 0.00 65 0.00
2026-05-14 13F Northern Trust Corp 24,860 -4.10 7,514 -4.06
2026-04-17 13F Bell Investment Advisors, Inc 32 10
2026-05-12 13F Leavell Investment Management, Inc. 6,827 5.35 2,063 5.42
2026-04-17 13F CENTRAL TRUST Co 17,104 -0.28 5,170 -0.23
2026-05-05 13F Fisher Asset Management, LLC 0 -100.00 0
2026-04-23 13F Wheelhouse Advisory Group LLC 1,977 -9.15 597 -10.09
2026-05-06 13F Modera Wealth Management, LLC 42,528 -16.83 12,854 -16.80
2026-05-07 13F Pillar Financial Advisors, LLC 8,807 -2.93 2,662 -2.92
2026-03-04 13F Rehmann Capital Advisory Group 0 -100.00 0 -100.00
2026-05-13 13F First Trust Advisors Lp 2,558 -5.61 773 -5.50
2026-05-05 13F Cherry Tree Wealth Management, LLC 88 0.00 27 0.00
2026-05-08 13F Fortis Group Advisors, LLC 13 0.00 4 0.00
2026-05-08 13F SHP Wealth Management 47 0.00 14 0.00
2026-04-29 13F SilverOak Wealth Management LLC 10,286 -12.79 3,109 -12.77
2026-05-15 13F NorthRock Partners, LLC 1,961 11.80 593 11.70
2026-04-27 13F Proathlete Wealth Management Llc 6 0.00 2 0.00
2026-04-30 13F Costello Asset Management, INC 46 0.00 14 0.00
2026-04-17 13F Forbes Financial Planning, Inc. 29,915 6.69 9,042 6.73
2026-05-12 13F Vickerman Investment Advisors, Inc. 7,061 -0.11 2,134 -0.05
2026-05-14 13F Neuberger Berman Group LLC 802 0.00 242 0.00
2026-04-15 13F Trust Co Of Toledo Na /oh/ 400 0.00 121 0.00
2026-04-13 13F Creative Financial Designs Inc /adv 18,386 5.55 5,557 5.61
2026-05-04 13F Chicago Partners Investment Group LLC 17,396 -2.06 5,857 1.90
2026-04-14 13F Congress Asset Management Co /ma 151,879 35.83 45,905 35.90
2026-05-01 13F Capital Squared Financial LLC 3,696 41.34 1,117 41.44
2026-04-14 13F XY Planning Network, Inc. 2,708 0.22 825 1.10
2026-04-29 13F American Wealth Advisors, LLC 0 -100.00 0
2026-04-10 13F Finward Bancorp 1,655 -5.05 500 -4.94
2026-05-05 13F West Paces Advisors Inc. 36 0.00 11 0.00
2026-05-15 13F Advisory Services Network, LLC 17,234 -11.20 5,209 -11.15
2026-05-06 13F Hartland & Co., LLC 1,246 -5.82 376 -5.76
2026-04-29 13F Orin Green Financial, LLC 2,224 0.00 672 0.15
2026-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2026-05-08 13F Wall Street Access Asset Management, LLC 70 0.00 21 0.00
2026-05-01 13F Holistic Planning, LLC 5,122 -0.39 1,548 -0.32
2026-05-07 13F Resolute Advisors LLC 1,898 0.11 574 0.17
2026-01-23 13F Bowman & Co S.C. 1,373 0.37 415 1.72
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100.00 0 -100.00
2026-04-17 13F/A Founders Financial Securities Llc 7,115 -0.75 2,248 3.83
2026-04-28 13F Integral Investment Advisors, Inc. 1,135 0.00 343 0.00
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 672 0.00 203 0.00
2026-04-21 13F Maridea Wealth Management LLC 2,135 -2.06 645 -1.98
2026-02-12 13F Commonwealth Equity Services, Llc 212,659 -5.59 64,246 95,789.55
2026-04-01 13F Bangor Savings Bank 182 0.00 55 1.85
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100.00 0
2026-04-29 13F/A Salem Investment Counselors Inc 1,281 1.59 387 1.84
2026-05-14 13F Us Bancorp \de\ 206,025 14.21 70,755 29.79
2026-05-05 13F Wealthfront Advisers Llc 20,126 6.72 6,083 6.78
2026-04-20 13F CWA Asset Management Group, LLC 1,086 0.00 328 0.00
2026-05-01 13F/A Lodestone Wealth Management LLC 16 0.00 5 0.00
2026-04-07 13F InvesTrust 1,949 3.73 589 3.88
2026-05-12 13F ESG Planning 8,710 2,633
2026-05-11 13F Wealth Dimensions Group, Ltd. 856 27.95 259 27.72
2026-05-14 13F Passive Capital Management, LLC. 1,640 23.31 496 23.44
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 14,041 10.44 4,244 10.49
2026-04-24 13F Kropog Financial Group, LLC 865 0.00 262 0.00
2026-04-24 13F Financial Life Planners 32 10
2026-05-07 13F Greykasell Wealth Strategies, Inc. 58 0.00 18 0.00
2026-04-08 13F Gladwyn Financial Advisors, Inc. 36,214 1.83 10,946 1.87
2026-05-12 13F Marion Wealth Management 32,604 -5.86 9,855 -12.07
2026-05-14 13F Synergy Investment Management, LLC 656 198
2026-04-24 13F Michels Family Financial, LLC 5,222 1.62 1,578 1.68
2026-05-08 13F Minot DeBlois Advisors LLC 174 3,380.00 53 5,100.00
2026-05-14 13F Evergreen Capital Management Llc 2,427 0.00 733 0.00
2026-04-08 13F Wealth Science Advisors LLC 141 43
2026-04-30 13F Csenge Advisory Group 2,062 -1.25 623 -1.11
2026-05-13 13F Truvestments Capital Llc 301 0.33 91 0.00
2026-06-02 13F/A Parallel Advisors, LLC 0 -100.00 0 -100.00
2026-05-07 13F TCTC Holdings, LLC 0 -100.00 0
2026-04-16 13F Cornerstone Management, Inc. 31,964 7.66 9,661 7.72
2026-04-27 13F Apeiron RIA LLC 1,590 -0.31 481 -0.21
2026-05-07 13F Facet Wealth, Inc. 727 -20.89 220 -26.01
2026-04-29 13F Saxon Interests, Inc. 923 0.00 279 0.00
2026-05-12 13F Crusonia Wealth Advisors LLC 865 -5.57 262 -5.43
2026-02-12 13F FineMark National Bank & Trust 5,538 17.33 1,673 19.16
2026-05-14 13F SlateStone Wealth, LLC 1,703 0.00 1
2026-05-01 13F Signature Resources Capital Management, LLC 46 2.22 14 0.00
2026-05-05 13F Napier Financial, LLC 492 149
2026-04-22 13F Motco 140 42
2026-05-14 13F Apriem Advisors 6,452 20.04 1,950 20.15
2026-05-18 13F Arkadios Wealth Advisors 2,554 3.03 772 3.07
2026-02-02 13F Cornerstone Planning Group LLC 0 -100.00 0
2026-04-15 13F Founders Grove Wealth Partners, Llc 4,752 0.83 1,436 0.91
2026-05-15 13F Kcm Investment Advisors Llc 725 219
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 792 0.00 239 0.00
2026-05-13 13F/A MWA Asset Management 1,622 4.85 490 4.93
2026-04-20 13F Friedenthal Financial 7 0.00 2 0.00
2026-04-30 13F Private Trust Co Na 804 0.00 243 0.00
2026-04-27 13F Exencial Wealth Advisors, Llc 69,015 -0.35 20,860 -0.31
2026-04-17 13F Brown, Lisle/cummings, Inc. 30 0.00 9 0.00
2026-04-21 13F Grimes & Company, Inc. 14,118 -7.57 4,267 -7.52
2026-05-01 13F Financial Alternatives, Inc 2,843 0.00 859 0.12
2026-05-11 13F American Money Management, LLC 1,105 0.09 334 0.30
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 1,450 438
2026-04-22 13F BKM Wealth Management, LLC 4,213 6.93 1,273 6.97
2026-04-15 13F Merit Financial Group, LLC 79,726 -2.62 24,097 -2.57
2026-04-21 13F Christine Messmer Pc 1,630 -1.45 493 -1.40
2026-05-14 13F Rockbridge Investment Management, LCC 1,858 0.00 562 0.00
2026-05-01 13F Connecticut Wealth Management, LLC 10,609 -0.69 3,207 -0.65
2026-04-29 13F Richmond Investment Services, LLC 2,148 0.00 649 0.00
2026-05-15 13F Matrix Private Capital Group Llc 146 0.00 44 0.00
2026-05-18 13F Genesis Financial Group, LLC 5,376 3.13 1,625 3.17
2026-04-10 13F Abound Wealth Management 192 -16.88 58 -15.94
2026-05-14 13F Galvin, Gaustad & Stein, LLC 930 0.00 281 0.36
2026-05-15 13F Change Path, LLC 3,204 40.53 968 40.70
2026-04-09 13F Avenue 1 Advisors, LLC 41,097 3.07 12,421 3.12
2026-05-07 13F Northwestern Mutual Wealth Management Co 317,128 4.73 95,852 4.77
2026-04-27 13F Koshinski Asset Management, Inc. 2,884 0.00 872 0.00
2026-01-09 13F Zrc Wealth Management, Llc 0 -100.00 0
2026-05-04 13F Integrity Wealth Solutions LLC 7,941 0.72 2,400 0.80
2026-05-12 13F Kovack Advisors, Inc. 3,671 -0.08 1,114 0.27
2026-05-05 13F Zeit Capital LLC 16,635 0.67 5,028 0.72
2026-05-08 13F Blair William & Co/il 32,927 -3.05 9,952 -3.01
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100.00 0
2026-05-01 13F Summit Financial Strategies, Inc. 138,366 0.07 41,821 0.11
2026-04-27 13F Thrive Capital Management, LLC 28,537 86.82 8,625 86.93
2026-05-06 13F Bartlett & Co. Wealth Management Llc 32,109 -5.34 10,851 5.88
2026-05-14 13F Diversified Enterprises, LLC 4,293 -0.95 1,298 -0.92
2026-04-30 13F Beacon Financial Group 688 0.00 208 0.00
2026-04-30 13F Cooksen Wealth, LLC 4,413 -16.09 1,334 -16.06
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 8,588 2,596
2026-05-29 13F Asset Dedication, LLC 2,657 0.00 803 0.12
2026-04-30 13F Relyea Zuckerberg Hanson LLC 24,464 2.21 7,394 2.25
2026-04-14 13F Jeppson Wealth Management, Llc 1,289 0.16 390 0.26
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 10,782 0.77 3,259 0.80
2026-04-08 13F Birchbrook, Inc. 14 -85.26 4 -85.71
2026-05-15 13F Seal Cove Capital, LLC 308 0.00 93 0.00
2026-02-12 13F Davis R M Inc 0 -100.00 0
2026-05-11 13F RWM Asset Management, LLC 857 0.00 259 -5.82
2026-05-12 13F Creative Planning 124,032 1.50 37,489 1.54
2026-05-04 13F Avantax Planning Partners, Inc. 50,527 -0.97 15,272 -0.93
2026-04-29 13F Opulen Financial Group LLC 7,150 0.10 2,161 0.14
2026-05-01 13F Midwest Trust Co 11,129 2.91 3,364 2.97
2026-05-04 13F Archer Investment Corp 127 0.00 38 0.00
2026-04-17 13F Presilium Private Wealth, Llc 54,767 4.57 16,553 4.62
2026-04-28 13F Golden State Wealth Management, LLC 827 -9.42 250 -9.09
2026-04-07 13F Signaturefd, Llc 1,539 0.52 465 0.65
2026-04-24 13F Bishop & Co Investment Management, LLC 2,244 -92.52 678 -92.51
2026-05-15 13F IMG Wealth Management, Inc. 95 0.00 29 0.00
2026-04-21 13F Falcon Wealth Planning 10,612 -3.32 3,208 -3.29
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100.00 0
2026-04-16 13F Stephen J. Garry & Associates, Llc 15,423 -0.18 4,662 -0.13
2026-04-20 13F Leeward Financial Partners, LLC 18,569 -21.53 5,612 -21.50
2026-04-29 13F Index Technologies Group LLC 0 -100.00 0
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 32,815 -10.10 9,918 -10.06
2026-05-16 13F Sunbelt Securities, Inc. 443 0.00 134 0.00
2026-04-22 13F Accretive Wealth Partners, LLC 3,238 -0.28 979 -0.20
2026-04-23 13F Summit Investment Advisory Services, LLC 793 0.00 240 0.00
2026-05-01 13F Diversify Wealth Management, Llc 3,250 323.73 1,065 330.77
2026-05-12 13F WealthTrak Capital Management LLC 899 -0.33 272 -0.37
2026-05-08 13F Wealthedge Investment Advisors, Llc 1,997 -66.03 604 -66.03
2026-04-08 13F Sapient Capital Llc 8,093 1.29 2,446 0.37
2026-04-09 13F IFG Advisors, LLC 2,818 0.04 852 0.00
2026-05-05 13F One Day In July LLC 129,093 3.69 39,018 3.74
2026-04-29 13F WPG Advisers, LLC 772 -2.28 233 -2.10
2026-05-14 13F Institute for Wealth Management, LLC. 19,945 20.23 6,028 20.30
2026-02-05 13F Tucker Asset Management Llc 408 946.15 123 1,018.18
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 5,529 -12.60 1,671 -12.56
2026-04-20 13F McKinley Carter Wealth Services, Inc. 10,488 -0.34 3,170 -0.31
2026-04-22 13F Apollon Financial, LLC 944 2.28 285 2.52
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 764 231
2026-04-30 13F Valued Wealth Advisors LLC 225 0.00 68 0.00
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 462 0.00 140 0.00
2026-05-05 13F Cullen/frost Bankers, Inc. 44,441 -7.26 13,432 -7.22
2026-05-14 13F LifePlan Investment Advisors, Inc. 14,876 -1.79 4,496 -1.75
2026-04-16 13F Lexington Hill Partners, LLC 767 0.13 232 0.00
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 131,049 -1.54 39,579 -1.49
2026-05-01 13F Miller Financial Services LLC 1,217 69.50 368 69.91
2026-05-11 13F Citigroup Inc 12,734 10.97 3,849 11.02
2026-05-11 13F Umb Bank N A/mo 41,002 -5.27 12,393 -5.22
2026-04-16 13F Capital Advisors, Ltd. LLC 581 0.00 0
2026-05-05 13F Milestone Investment Advisors LLC 388 0.00 117 0.00
2026-05-15 13F Clark Capital Management Group, Inc. 1,431 30.57 433 30.51
2026-02-06 13F Global Retirement Partners, LLC 23,257 448.51 7,026 457.18
2026-04-13 13F Nvest Wealth Strategies, Inc. 2,272 -5.25 687 -5.25
2026-05-01 13F Rakuten Securities, Inc. 6 -14.29 2 -50.00
2026-04-27 13F Greenleaf Trust 0 -100.00 0
2026-04-30 13F Manning & Napier Advisors Llc 60 0.00 18 0.00
2026-05-04 13F N.E.W. Advisory Services LLC 788 0.00 238 0.00
2026-04-16 13F Center For Asset Management LLC 3,419 0.50 1,034 0.58
2026-05-15 13F Excelsior Advisor Network LLC 950 23.38 287 23.71
2026-05-04 13F AMG National Trust Bank 4,782 81.14 1,445 81.30
2026-04-20 13F Investment Research & Advisory Group, Inc. 741 0.00 224 0.00
2026-04-22 13F Sutton Place Investors Llc 949 0.11 287 0.00
2026-06-03 13F/A Wealthquest Corp 740 0.00 224 0.00
2026-05-15 13F Alliancebernstein L.p. 21,262 -0.93 6,423 -0.93
2026-05-15 13F Lazard Asset Management Llc 448 0.00 135 0.00
2026-05-11 13F Daymark Wealth Partners, Llc 1,921 0.05 581 0.00
2026-05-08 13F Integrated Wealthcare, Llc 8,330 3.32 2,518 3.37
2026-05-08 13F Russell Investments Group, Ltd. 948 11.01 287 11.28
2026-04-21 13F Wesbanco Bank Inc 12,438 3.02 3,759 3.07
2026-04-16 13F Triad Wealth Partners, LLC 0 -100.00 0
2026-04-29 13F WealthPlan Investment Management, LLC 1,251 1.79 378 1.89
2026-05-13 13F River Wealth Advisors LLC 7,670 -2.42 2,318 -2.36
2026-05-14 13F Capital Analysts, Inc. 757 -82.71 0 -100.00
2026-05-08 13F New England Private Wealth Advisors LLC 784 0.13 237 0.00
2026-05-15 13F MidFirst Bank 8 -11.11 2 0.00
2026-05-15 13F Harbour Investments, Inc. 26,454 19.79 7,994 19.82
2026-05-15 13F Destination Wealth Management 884 -34.76 267 -34.72
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 77,540 -22.81 23,829 -25.33
2026-05-14 13F Orion Capital Management LLC 379 0.00 115 0.00
2026-04-22 13F Pasadena Private Wealth, LLC 54,229 -4.28 16,391 -4.24
2026-02-12 13F Hamilton Point Investment Advisors, LLC 0 -100.00 0
2026-05-15 13F/A Independent Financial Group, Llc 28,093 1.82 8,491 1.87
2026-04-13 13F Foster Group, Inc. 858 -3.05 259 -3.00
2026-05-07 13F Cutler Investment Counsel Llc 1,277 -3.11 386 -3.27
2026-04-29 13F Greenwood Capital Associates Llc 9,668 1.46 2,922 1.53
2026-05-01 13F Financial Connections Group, Inc. 5,740 0.38 2 0.00
2026-04-23 13F Game Plan Financial Advisors, LLC 25 0.00 8 0.00
2026-04-20 13F Dopkins Wealth Management, Llc 23,702 -1.23 7,164 -1.19
2026-04-08 13F Ccg Wealth Management, Llc 2,153 0.51 651 0.46
2026-04-15 13F Cranbrook Wealth Management, LLC 9,444 -4.66 2,854 -4.61
2026-05-13 13F Green Harvest Asset Management LLC 760 -0.39 230 -0.43
2026-04-27 13F Qrg Capital Management, Inc. 2,052 -3.98 620 -3.88
2026-04-28 13F SBI Securities Co., Ltd. 1,678 -8.71 507 -8.65
2026-04-16 13F First Community Trust Na 24 0.00 7 0.00
2026-04-10 13F Country Trust Bank 76 0.00 23 0.00
2026-02-17 13F SageView Advisory Group, LLC 705 -18.87 213 -17.83
2026-04-07 13F CoreCap Advisors, LLC 3,205 -0.80 969 -0.82
2026-05-01 13F Cdkv Holdings Llc 5 0.00 2 0.00
2026-04-10 13F Perfromance Wealth Partners, LLC 34,802 -1.25 10,519 -1.21
2026-05-15 13F Equitable Holdings, Inc. 14,836 6.12 4,482 6.13
2026-05-08 13F McAdam, LLC 75,478 -2.24 22,813 -2.19
2026-05-12 13F Operose Advisors LLC 151 0.00 46 0.00
2026-04-09 13F OFS Enterprise LLC 2,915 881
2026-04-28 13F Fee-Only Financial Planning, L.C. 29,838 -0.60 9,019 -0.55
2026-04-13 13F Clayton Financial Group LLC 21,523 2.40 6,505 2.46
2026-04-15 13F Exchange Traded Concepts, Llc 985 -12.29 298 -12.39
2026-05-05 13F Crestwood Advisors Group LLC 14,115 0.01 4,266 0.07
2026-02-13 13F Total Wealth Planning, Llc 4,329 -93.67 1,308 -93.58
2026-05-12 13F Anfield Capital Management, LLC 46 0.00 14 0.00
2026-04-15 13F Brady Martz Wealth Solutions, LLC 1,908 0.00 577 0.00
2026-05-19 13F Royal Fund Management, LLC 3,590 -3.03 1,091 -2.94
2026-04-06 13F Rosenberg Matthew Hamilton 4 1
2026-05-12 13F Aspiriant, Llc 4,683 0.00 1,415 0.07
2026-04-17 13F Stephenson National Bank & Trust 2,602 2.00 786 2.08
2026-05-14 13F Financial Engines Advisors L.L.C. 14,463 -3.37 4,371 -3.32
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 3,439 -4.31 1,039 -9.89
2026-05-14 13F Pennington Partners & Co., Llc 1,667 92.94 504 92.72
2026-04-24 13F rebel Financial LLC 9,431 -3.29 2,850 -3.26
2026-05-08 13F 1776 Wealth LLC 672 0.00 203 0.00
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 3,424 130.26 1,035 130.51
2026-05-14 13F Jacobi Capital Management LLC 1,713 -1.72 518 -1.71
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 60,452 6.14 18,272 6.19
2026-05-05 13F Duncan Williams Asset Management, LLC 2,986 -1.45 902 -3.84
2026-05-05 13F Black Diamond Financial, LLC 25,547 -4.24 7,721 -4.19
2026-05-06 13F Decker Wealth Management LLC 0 -100.00 0 -100.00
2026-04-29 13F Cary Street Partners Financial Llc 28,038 5.74 8,474 5.79
2026-05-13 13F Laffer Investments 0 -100.00 0
2026-04-08 13F West Financial Advisors, LLC 254 0.00 77 0.00
2026-04-24 13F Balentine LLC 30 9
2026-05-08 13F ROSS\JOHNSON & Associates LLC 19 0.00 6 0.00
2026-04-15 13F Valley National Advisers Inc 8,708 -1.58 3 0.00
2026-05-15 13F Jones Financial Companies Lllp 617,063 19.77 182,026 16.95
2026-04-15 13F Wright Fund Managment, LLC 0 -100.00 0
2026-05-11 13F Linscomb & Williams, Inc. 841 1.45 254 1.60
2026-04-24 13F Key FInancial Inc 3,058 2.62 924 2.67
2026-05-12 13F TD Waterhouse Canada Inc. 180 55
2026-05-12 13F G2 Capital Management, Llc / Oh 791 0.00 239 0.42
2026-05-14 13F Horizon Investments, LLC 70 21
2026-04-28 13F Busey Wealth Management 2,480 0.00 750 0.00
2026-05-15 13F Warren Averett Asset Management, LLC 28,015 -3.95 8,468 -3.90
2026-04-27 13F Lodestar Private Asset Management Llc 764 0.00 231 0.00
2026-04-21 13F Trilogy Capital Inc. 1,946 2.69 588 2.80
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 62 0.00 19 0.00
2026-04-23 13F Willis Johnson & Associates, Inc. 1,287 -34.70 389 -34.79
2026-04-24 13F Axis Wealth Partners, LLC 1,738 0.70 525 0.77
2026-05-11 13F United Bank 2,770 -35.45 837 -35.42
2026-04-20 13F Cardinal Strategic Wealth Guidance 119 0.00 36 0.00
2026-05-05 13F PFG Advisors 2,730 -34.50 825 -34.47
2026-05-14 13F Loomis Sayles & Co L P 4,046 1,223
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 14,297 -0.27 4,321 -0.21
2026-05-15 13F Ancora Advisors, LLC 342 0.00 103 0.00
2026-05-05 13F D.a. Davidson & Co. 37,811 24.15 11,428 24.20
2026-04-08 13F Dynamic Advisor Solutions LLC 2,974 -0.97 899 -0.88
2026-05-15 13F GWM Advisors LLC 23,699 -78.40 23,659 -28.61
2026-04-29 13F Custom Index Systems, Llc 0 -100.00 0
2026-04-22 13F Bravera Wealth 10,898 18.60 3,294 18.62
2026-05-15 13F AIMZ Investment Advisors, LLC 1,405 0.00 425 0.00
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 5 0.00 2 0.00
2026-05-14 13F Milestone Asset Management Group, LLC 8,602 1.10 2,600 1.13
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100.00 0
2026-04-30 13F Granite Investment Partners, LLC 0 -100.00 0
2026-05-11 13F Founders Financial Alliance, LLC 25 13.64 8 16.67
2026-04-14 13F Prospera Financial Services Inc 7,334 -2.43 2,222 -2.37
2026-05-07 13F True North Advisors, LLC 2,949 -22.60 891 -22.59
2026-05-06 13F Fidelis Capital Partners, LLC 1,777 0.06 537 0.19
2026-05-08 13F Vanguard National Trust Co 994 300
2026-05-15 13F Resources Management Corp /ct/ /adv 10 0
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 1,580 0.00 478 0.00
2026-04-23 13F Glass Jacobson Investment Advisors llc 2,216 -1.82 670 -1.76
2026-05-13 13F/A Jpmorgan Chase & Co 243,275 -2.28 70,450 -6.33
2026-05-13 13F South Plains Financial, Inc. 49 0.00 15 0.00
2026-05-14 13F We Are One Seven, LLC 1,829 0.11 553 0.18
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 1,336 0.00 404 0.00
2026-05-15 13F Quadcap Wealth Management, LLC 6,156 0.00 1,861 0.05
2026-05-15 13F AlphaCore Capital LLC 3,124 -28.79 944 -28.75
2026-04-08 13F First Heartland Consultants, Inc. 8,456 -51.42 2,556 -51.41
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 5,084 -2.70 1,537 -2.66
2026-05-13 13F Transcend Wealth Collective, Llc 6,095 -0.02 1,842 0.05
2026-05-06 13F WoodTrust Financial Corp 1,799 -14.41 1
2026-05-20 13F SOA Wealth Advisors, LLC. 9,041 -4.34 2,733 -4.31
2026-05-12 13F Ausdal Financial Partners, Inc. 5,617 0.11 1,698 0.18
2026-05-14 13F Wrenne Financial Planning LLC 3,283 -0.58 992 -0.50
2026-04-22 13F Gemmer Asset Management LLC 810 -94.90 245 -94.91
2026-04-30 13F Financial Freedom, LLC 1,875 0.00 567 0.00
2026-02-17 13F Glenmede Trust Co Na 37,839 79.54 11,432 115.44
2026-04-14 13F Beacon Investment Advisory Services, Inc. 275 83
2026-05-15 13F Hancock Whitney Corp 655 219
2026-05-15 13F Snowwater Investment Partners, Llc 1,170 -6.40 354 -6.37
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 411 -26.74 124 -26.63
2026-04-13 13F Midway Capital Research & Management 138 42
2026-04-14 13F Opal Wealth Advisors, LLC 386 117
2026-04-30 13F First Horizon Corp 13,396 -0.51 4,049 -0.47
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 29,901 36.52 9,034 36.57
2026-05-08 13F Burling Wealth Partners, Llc 670 203
2026-05-07 13F Cassaday & Co Wealth Management LLC 2,708 0.00 818 0.00
2026-04-16 13F Intergy Private Wealth, LLC 4,289 1.47 1,296 1.57
2026-05-14 13F Raymond James Financial Inc 477,172 -7.35 144,225 -7.31
2026-05-15 13F Advisory Resource Group 675 -21.24 204 -21.32
2026-05-14 13F Missouri Trust & Investment Co 54 0.00 16 0.00
2026-01-27 13F Meritage Portfolio Management 15,374 -3.55 4,645 -2.11
2026-04-06 13F GAMMA Investing LLC 148 -38.59 45 -38.89
2026-04-30 13F Hsbc Holdings Plc 1,247 -8.51 377 -8.52
2026-04-15 13F Fortitude Family Office, LLC 840 0.00 254 0.00
2026-04-23 13F Narwhal Capital Management 1,350 0.00 408 0.25
2026-01-12 13F AllSquare Wealth Management LLC 13 0.00 4 0.00
2026-05-14 13F Fuller & Thaler Asset Management, Inc. 3,512 -26.85 1,061 -26.83
2026-05-15 13F Gotham Asset Management, LLC 4,597 0.00 1,389 0.07
2026-04-08 13F Warner Financial, Inc 13,004 1.29 3,930 130,900.00
2026-05-13 13F Parkside Financial Bank & Trust 8,459 0.20 2,557 0.24
2026-05-14 13F Coastal Bridge Advisors, LLC 3,553 1,074
2026-05-05 13F Plante Moran Financial Advisors, LLC 3,865 5.72 1,168 5.80
2026-04-21 13F Aaron Wealth Advisors LLC 97,146 11.06 29,362 11.11
2026-04-22 13F Joel Isaacson & Co., LLC 18,748 0.71 5,667 0.76
2026-05-08 13F Steward Partners Investment Advisory, Llc 88,509 2.94 26,752 2.99
2026-04-28 13F Quent Capital, LLC 71,442 13.94 21,593 14.00
2026-05-05 13F Smith, Moore & Co. 1,151 0.00 348 0.29
2026-04-17 13F Signal Advisors Wealth, LLC 2,506 155.98 758 156.61
2026-05-15 13F Silver Grove Financial Group, Inc. 22 7
2026-04-21 13F OneAscent Financial Services LLC 17,551 21.24 5,305 21.29
2026-05-07 13F one8zero8, LLC 8 0.00 2 0.00
2026-04-21 13F Chapin Davis, Inc. 970 -10.10 293 -9.85
2026-05-08 13F Grand Wealth Management, Llc 91 0.00 28 0.00
2026-05-12 13F Jane Street Group, Llc 19,124 5,780
2026-05-08 13F Macroview Investment Management Llc 905 -0.44 274 -0.36
2026-05-12 13F Jane Street Group, Llc Call 10,800 -16.28 3,264 -16.24
2026-05-06 13F Main Street Group, LTD 39 12
2026-05-04 13F Rodgers & Associates, LTD 139,711 1.19 42,228 1.24
2026-04-10 13F Pure Financial Advisors, Inc. 1,251 -27.06 378 -27.03
2026-05-13 13F American Financial Advisors, LLC 117,712 -2.67 35,579 -2.63
2026-05-15 13F First Manhattan Co 1,885 1.73 570 1.79
2026-04-13 13F Arcadia Investment Advisors Llc 654 -12.45 198 -12.44
2026-04-30 13F BRYN MAWR TRUST Co 1,144 -9.85 346 -9.92
2026-05-15 13F Charles Schwab Investment Management Inc 87,308 -13.07 26,389 -13.03
2026-04-14 13F William Mack & Associates, Inc. 1,767 -25.41 534 -25.31
2026-04-28 13F Stephens Inc /ar/ 133,265 2.01 40,279 2.06
2026-05-13 13F Buckingham Strategic Partners 31,479 -0.55 9,515 -0.51
2026-05-08 13F Camelot Portfolios, LLC 0 -100.00 0
2026-05-11 13F Blue Bell Private Wealth Management, Llc 66 0.00 20 0.00
2026-05-05 13F HighTower Advisors, LLC 273,378 -19.00 82,632 -18.95
2026-05-11 13F Shepherd Financial Partners LLC 1,854 0.71 560 0.72
2026-04-22 13F Uniting Wealth Partners, LLC 734 0.00 222 0.00
2026-05-01 13F Emerald Investment Partners, Llc 2,674 4.37 808 4.39
2026-05-12 13F CIBC Bancorp USA Inc. 65,227 19.03 19,715 20.88
2026-02-13 13F Pine Valley Investments Ltd Liability Co 2,113 -0.70 638 0.79
2026-05-07 13F Vision Retirement, LLC 19 6
2026-05-01 13F Carnegie Capital Asset Management, LLC 3,419 -2.70 1,033 -2.64
2026-05-14 13F Klingman & Associates, LLC 4,479 -3.47 1,354 -3.43
2026-04-16 13F Security National Bank 13 0.00 4 0.00
2026-04-24 13F Merited Wealth, LLC 1,071 -1.20 324 -1.22
2026-05-08 13F Coldstream Capital Management Inc 2,268 -0.83 686 -0.72
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100.00 0
2026-04-30 13F Sequoia Financial Advisors, LLC 9,607 -6.55 2,904 -6.51
2026-04-29 13F Mycio Wealth Partners, Llc 1,101 0.09 333 0.00
2026-05-08 13F Aviso Wealth Management 2,407 0.00 728 0.00
2026-04-16 13F Five Pine Wealth Management 722 -0.28 218 0.00
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 134 40
2026-04-27 13F Truist Financial Corp 75,038 -36.64 22,680 -36.61
2026-05-07 13F VisionPoint Advisory Group, LLC 2,884 0.24 872 0.23
2026-05-13 13F Crews Bank & Trust 458 0.00 138 0.00
2026-05-13 13F Invst, LLC 1,598 1.52 483 1.68
2026-04-24 13F DeLarme Wealth Management, Inc. 11,304 -3.69 3,417 -3.67
2026-05-06 13F TopTier Wealth Management, LLC 54 16
2026-04-20 13F Courier Capital Llc 1,535 0.00 464 0.00
2026-04-15 13F Fifth Third Securities, Inc. 14,367 -14.30 4,342 -14.26
2026-02-17 13F Main Street Financial Solutions, LLC 2,119 -39.77 640 -38.81
2026-04-29 13F Skopos Labs, Inc. 1,912 59.07 578 56.79
2026-05-07 13F Nordwand Advisors, LLC 1,500 0.00 453 0.00
2026-05-14 13F Mill Creek Capital Advisors, LLC 316,577 0.91 95,685 0.95
2026-04-24 13F Jacobsen Capital Management 39,576 -1.81 11,962 -1.77
2026-04-16 13F Toth Financial Advisory Corp 73 0.00 22 0.00
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-05-15 13F Laird Norton Trust Company, Llc 4,197 -0.87 1,269 -0.86
2026-04-13 13F Garrett Investment Advisors LLC 5,072 -1.55 1,533 -1.48
2026-04-20 13F Brandywine Oak Private Wealth Llc 1,590 10.96 481 11.11
2026-05-14 13F Cwm, Llc 118,422 2.95 35,793 105,173.53
2026-04-20 13F Independent Wealth Network Inc. 4,593 6.49 1,388 6.52
2026-05-15 13F Asset Management Group, Inc. 58,988 -0.60 17,829 -0.56
2026-05-01 13F Strategic Wealth Advisors LLC 23,679 -0.71 7 0.00
2026-05-04 13F John A. Wolfe & Associates, Inc. 2,200 0.14 655 -1.36
2026-05-13 13F Bradley & Co. Private Wealth Management, LLC 200 0.00 60 0.00
2026-04-21 13F Vise Technologies, Inc. 2,097 0.00 634 0.00
2026-05-13 13F Goepper Burkhardt LLC 2,222 -14.08 672 -14.08
2026-05-14 13F Retiremitten Financial Llc 11 3
2026-05-15 13F Strategies Wealth Advisors, LLC 144,537 -2.19 43,686 -2.15
2026-05-14 13F Orleans Capital Management Corp/la 1,600 0.00 484 0.00
2026-04-23 13F Harbor Investment Advisory, Llc 14,656 14.52 4,430 14.56
2026-04-28 13F K2 Financial Inc. 1,747 0.98 588 7.30
2026-04-08 13F Infinity Wealth Counsel, LLC 10,132 1.40 3,062 1.46
2026-05-12 13F M&t Bank Corp 15,238 5.72 4,606 5.76
2026-04-08 13F Archer Investment Management, LLC 0 -100.00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 1,710 -26.07 517 -26.07
2026-04-15 13F Cohen Klingenstein LLC 661,433 -1.04 199,918 -0.99
2026-04-17 13F 55 North Private Wealth, LLC 2,067 -11.59 625 -11.61
2026-04-28 13F TritonPoint Partners, LLC 0 -100.00 0
2026-05-14 13F StoneX Group Inc. 2,752 -57.18 832 -57.43
2026-04-29 13F Sagace Wealth Management LLC 5,570 -0.11 1,684 -0.06
2026-04-30 13F Winch Advisory Services, LLC 18 0.00 5 0.00
2026-04-23 13F First Pacific Financial 899 0.11 272 0.00
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 1,957 -8.81 656 1.08
2026-05-12 13F First American Trust, Fsb 35,049 3.70 10,594 3.75
2026-04-10 13F Magnus Financial Group LLC 2,360 -2.44 713 -2.33
2026-04-13 13F Elm3 Financial Group, LLC 3,029 5.87 915 5.90
2026-04-10 13F Armstrong Advisory Group, Inc 427 0.00 129 0.00
2026-05-15 13F Goldman Sachs Group Inc 74,674 -0.93 22,570 -0.88
2026-05-19 13F Financial Insights, Inc. 1,449 0.00 438 0.23
2026-05-12 13F Alerus Financial Na 311 0.00 94 1.08
2026-05-15 13F Brown Advisory Inc 23,017 -16.49 6,957 -16.44
2026-04-28 13F Westfuller Advisors, LLC 577 0.00 174 0.00
2026-04-10 13F Piscataqua Savings Bank 400 0.00 121 0.00
2026-04-21 13F Dougherty & Associates, LLC 0 -100.00 0
2026-04-13 13F Compass Ion Advisors, LLC 7,524 -3.30 2,274 -3.23
2026-04-13 13F CJM Wealth Advisers, Ltd. 30,810 -0.56 9,312 -0.51
2026-05-15 13F Walsh & Associates, LLC 2 0.00 1
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14,709 3.61 4,446 3.66
2026-04-21 13F Colony Family Offices, LLC 503 0.00 152 0.66
2026-04-13 13F Hm Payson & Co 2,163 167.70 654 167.62
2026-02-12 13F CIBC Private Wealth Group, LLC 75,583 38.42 22,834 40.52
2026-04-08 13F Eclectic Associates Inc /adv 19,781 14.42 5,978 14.46
2026-04-28 13F Ti-trust, Inc 899 0.00 272 0.00
2026-05-11 13F Peak Retirement Planning, Inc. 35,763 117.95 10,809 118.06
2026-05-08 13F Atlantic Family Wealth, Llc 4,621 7.27 1,397 7.30
2026-05-07 13F Confluence Wealth Services, Inc. 817 0.00 247 0.00
2026-04-29 13F Northwest Wealth Advisors, LLC 2,182 4.10 659 4.11
2026-04-27 13F TCI Wealth Advisors, Inc. 5,389 -0.07 1,629 -0.06
2026-04-23 13F Ewa, Llc 1,390 0.07 420 0.24
2026-05-14 13F Level Four Advisory Services, Llc 4,478 0.00 1,353 0.07
2026-05-13 13F Callan Family Office, LLC 1,481 -22.62 448 -22.66
2026-05-08 13F Stonebridge Financial Planning Group, LLC 3,022 1.92 913 2.01
2026-05-15 13F IHT Wealth Management, LLC 5,855 -15.14 1,770 -15.12
2026-04-29 13F/A True Link Financial Advisors, LLC 162 49
2026-04-30 13F Mv Capital Management, Inc. 136 0.00 41 0.00
2026-04-13 13F Trust Co 4,203 1.06 1,270 1.11
2026-05-05 13F Solutions 4 Wealth, Ltd 2,277 10.64 688 10.79
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 539 10.91 163 10.96
2026-05-13 13F Sepio Capital, LP 932 0.00 282 0.00
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100.00 0
2026-05-12 13F Entrust Financial Llc 650 1.40 196 1.55
2026-04-16 13F McClarren Financial Advisors, Inc. 2,753 -22.21 832 0.24
2026-04-24 13F UMA Financial Services, Inc. 9 3
2026-05-14 13F Gwn Securities Inc. 2,320 1.93 701 2.04
2026-05-12 13F Portside Wealth Group, LLC 11,655 3,523
2026-05-15 13F Peapack Gladstone Financial Corp 51,625 -3.16 16 -6.25
2026-05-11 13F Great Valley Advisor Group, Inc. 15,445 -0.13 4,668 -0.09
2026-05-12 13F IFG Advisory, LLC 50 -97.52 15 -97.53
2026-05-08 13F TPG Financial Advisors, LLC 710 -18.76 214 -18.63
2026-04-13 13F Wolff Wiese Magana Llc 3 1
2026-04-13 13F Professional Financial Advisors, LLC 862 -27.13 260 -27.17
2026-04-24 13F United Community Bank 0 -100.00 0
2026-05-04 13F Sigma Planning Corp 1,152 0.44 348 0.58
2026-04-21 13F Sensible Money, LLC 1,394 0.00 421 0.00
2026-05-15 13F Citadel Advisors Llc Put 2,500 56.25 756 56.31
2026-05-15 13F Citadel Advisors Llc Call 7,000 -38.05 2,116 -38.03
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100.00 0 -100.00
2026-05-04 13F WP Advisors, LLC 27,810 -3.88 8,405 -3.84
2026-04-17 13F/A Capital Investment Advisors, LLC 1,604 28.63 485 28.72
2026-02-14 13F Howe & Rusling Inc 0 -100.00 0
2026-04-08 13F Gilman Hill Asset Management, LLC 0 -100.00 0
2026-05-04 13F Copia Wealth Management 987 0.00 298 0.00
2026-05-11 13F Elevated Financial Group LLC 6,714 -2.21 2,029 -2.17
2026-05-07 13F Arsenal Capital Advisors LLC 1,265 -0.94 382 -0.78
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 671 0.00 203 0.00
2026-04-15 13F Curbstone Financial Management Corp 12,130 -3.27 3,666 -3.22
2026-04-24 13F SOL Capital Management CO 0 -100.00 0
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 33,972 1.73 10,268 1.77
2026-04-21 13F Refined Wealth Management 0 -100.00 0
2026-05-06 13F Gryphon Financial Partners LLC 3,125 0.22 945 0.32
2026-04-21 13F Meridian Financial, LLC 5,227 -4.83 1,580 -4.82
2026-05-21 13F Verus Capital Partners, Llc 1,387 419
2026-05-27 13F Tenret Co LLC 17,038 5.32 5,150 5.36
2026-05-13 13F O'shaughnessy Asset Management, Llc 8,949 21.24 2,705 21.31
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 4,807 -6.57 1,453 -6.56
2026-02-17 13F Quest Investment Management Llc 0 -100.00 0 -100.00
2026-04-27 13F HB Wealth Management, LLC 28,888 2.08 8,732 2.13
2026-05-15 13F Ascent Group, LLC 1,585 -0.63 479 -0.42
2026-04-20 13F TFB Advisors LLC 4,353 -42.75 1,316 -42.73
2026-05-14 13F Simplex Trading, Llc 317 256.18 96 265.38
2026-05-01 13F Associated Banc-corp 24,898 19.63 7,525 19.69
2026-01-20 13F American National Bank 0 -100.00 0
2026-05-04 13F Arrow Investment Advisors, LLC 2,257 0.00 682 0.15
2026-05-12 13F Cannon Financial Strategists, Inc. 781 0.00 236 0.43
2026-04-29 13F Sigma Investment Counselors Inc 1,393 -19.99 421 -19.81
2026-05-08 13F Gen-Wealth Partners Inc 392,074 -0.09 1,347 -7.30
2026-04-29 13F IAG Wealth Partners, LLC 247 0.00 75 0.00
2026-05-06 13F Alteri Wealth LLC 1,422 0.00 430 0.00
2026-04-07 13F Central Pacific Bank - Trust Division 3 0.00 1
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 76,194 -0.02 23 0.00
2026-04-09 13F Park Place Capital Corp 111 0.00 34 0.00
2026-05-12 13F Chapman Financial Group, Llc 283 0.00 86 0.00
2026-04-16 13F Kavar Capital Partners Group, Llc 1,351 408
2026-05-12 13F Argentarii, LLC 13,152 903.20 397 0.25
2026-05-08 13F Pnc Financial Services Group, Inc. 697,629 0.47 210,858 0.52
2026-05-14 13F Betterment LLC 20,264 4.54 6 20.00
2026-04-27 13F Sound Income Strategies, LLC 673 23.03 205 15.82
2026-04-30 13F Opus Capital Group, LLC 4,167 0.00 1 0.00
2026-01-28 13F WMG Financial Advisors, LLC 0 -100.00 0
2026-04-21 13F PDS Planning, Inc 1,091 0.00 330 0.00
2026-04-27 13F Western Reserve Capital Management, LLC 820 -1.91 248 -1.98
2026-04-16 13F Smith, Salley & Associates 720 0.00 218 0.00
2026-05-04 13F Prudent Man Investment Management, Inc. 14 0.00 4 0.00
2026-04-20 13F Fiduciary Alliance LLC 5,244 13.68 1,722 23.55
2026-05-08 13F Zions Bancorporation, National Association /ut/ 1,712 31.19 517 31.22
2026-04-14 13F Austin Wealth Management, LLC 0 -100.00 0
2026-05-12 13F Athena Investment Management 1,450 -8.81 438 -8.75
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100.00 0
2026-04-23 13F Northstar Asset Management Llc 1,510 0.00 456 0.00
2026-04-30 13F Indivisible Partners 1,816 -0.77 549 -0.72
2026-04-15 13F Wolff Financial Management Llc 19,292 -2.72 5,831 -2.69
2026-04-29 13F Compass Financial Group, INC/SD 2,599 -4.34 785 -4.27
2026-05-18 13F Graney & King, LLC 1,091 0.00 330 0.00
2026-04-28 13F Golden State Equity Partners 9,633 92.05 2,912 92.21
2026-05-15 13F Keating Financial Advisory Services, Inc. 657 161.75 199 164.00
2026-04-29 13F Montag A & Associates Inc 233 0.00 70 0.00
2026-05-05 13F Bank of New York Mellon Corp 17,774 1.72 5,372 1.76
2026-04-20 13F Sowell Financial Services LLC 3,932 5.33 1,188 5.41
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 2,669 2.61 807 2.68
2026-05-01 13F Evergreen Wealth Management, LLC 3,559 0.00 1,076 0.00
2026-04-17 13F Discipline Wealth Solutions, LLC 1,776 -10.71 537 -10.67
2026-05-08 13F NCP Inc. 0 -100.00 0
2026-05-13 13F Measured Wealth Private Client Group, LLC 40 0.00 12 0.00
2026-05-01 13F Pittenger & Anderson Inc 217 0.00 66 0.00
2026-05-12 13F Covington Investment Advisors Inc. 11,622 11.09 4 200.00
2026-05-04 13F Checchi Capital Advisers, LLC 24,422 486.79 7,382 487.19
2026-04-27 13F Tennessee Valley Asset Management Partners 1,954 2.09 591 2.08
2026-05-05 13F Steel Peak Wealth Management LLC 1,319 4.60 399 4.74
2026-05-14 13F Beaird Harris Wealth Management, LLC 41 0.00 12 0.00
2026-04-27 13F Wbh Advisory Inc 1,294 4.02 394 5.07
2026-05-12 13F Tiaa Trust, National Association 16,429 -96.18 4,966 -96.18
2026-04-23 13F Farmers & Merchants Investments Inc 773 63.42 234 64.08
2026-04-29 13F Waters Parkerson & Co., Llc 0 -100.00 0
2026-05-12 13F Disciplined Investments, LLC 9,316 1.21 2,816 1.26
2026-05-07 13F Johnson Financial Group, Inc. 89 -63.22 27 -64.38
2026-04-30 13F Petix & Botte Co 855 -50.00 517 0.00
2026-04-20 13F Ronald Blue Trust, Inc. 2,835 -17.23 857 -17.21
2026-05-15 13F Ameriflex Group, Inc. 549 -0.18 166 0.00
2026-04-27 13F Revisor Wealth Management LLC 2,885 6.81 872 -1.02
2026-04-30 13F Millstone Evans Group, LLC 385 0.00 116 0.00
2026-05-01 13F Innovative Wealth Building LLC 891 269
2026-05-14 13F Ieq Capital, Llc 5,608 -1.28 1,695 -1.22
2026-05-07 13F Legacy Wealth Managment, LLC/ID 367 2.80 111 2.80
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 966 -60.33 292 -60.27
2026-05-06 13F Hallmark Capital Management Inc 5,135 -10.01 1,552 -9.92
2026-05-15 13F Summit Financial, LLC 22,877 13.55 6,915 13.60
2026-04-13 13F LexAurum Advisors, LLC 2,686 258.13 812 263.68
2026-05-04 13F Geneos Wealth Management Inc. 7,716 1.59 2,332 1.66
2026-05-15 13F Breakwater Investment Management 176 0.00 53 0.00
2026-05-05 13F Thayer Partners, LLC / MA 1,488 3.12 450 2.98
2026-04-15 13F Riversedge Advisors, Llc 10,697 -4.31 3,233 -4.26
2026-04-27 13F PFG Investments, LLC 1,264 0.80 382 1.06
2026-05-07 13F Meeder Advisory Services, Inc. 719 217
2026-04-24 13F Argent Advisors, Inc. 830 0.00 251 0.00
2026-05-01 13F Rossmore Private Capital 833 0.00 252 0.00
2026-04-17 13F HHM Wealth Advisors, LLC 40 0.00 12 0.00
2026-04-17 13F Stewardship Advisors, LLC 1,252 13.00 378 13.17
2026-05-08 13F Jackson Hole Capital Partners, LLC 161 0.00 49 0.00
2026-05-12 13F Ark & Tlk Investments, Llc 1,098 -0.09 332 -0.30
2026-04-27 13F Mustard Seed Financial, LLC 8,307 3.69 2,511 3.72
2026-04-22 13F Investment Advisory Group, LLC 694 -14.11 210 -14.34
2026-02-13 13F J Hagan Capital, Inc. 0 -100.00 0
2026-05-18 13F Unconventional Investor, LLC 1,696 0.00 513 0.00
2026-05-15 13F Headinvest, Llc 946 0.64 286 0.71
2026-05-14 13F Captrust Financial Advisors 48,307 0.56 14,601 0.60
2026-05-01 13F Silver Oak Advisory Group, Inc. 1,959 1
2026-05-15 13F Aqr Capital Management Llc 9,947 40.85 3,006 40.93
2026-05-14 13F Catalytic Wealth RIA, LLC 6,476 4.42 1,957 4.48
2026-05-05 13F UBS Group AG 769,517 5.87 232,587 5.92
2026-02-18 13F Financial Advisory Service, Inc. 9,116 -0.92 2,754 0.55
2026-04-08 13F Wisconsin Wealth Advisors, LLC 2,776 1.72 839 1.82
2026-04-09 13F McNamara Financial Services, Inc. 2,262 -4.80 684 -4.74
2026-01-22 13F Systelligence, LLC 0 -100.00 0
2026-04-13 13F Winthrop Advisory Group LLC 910 0.00 275 0.00
2026-05-12 13F LightSquare Wealth Management, LLC 2,928 885
2026-02-05 13F Center for Financial Planning, Inc. 10,858 -2.49 3,280 -1.00
2026-04-20 13F Jfs Wealth Advisors, Llc 4,495 0.16 1,359 0.22
2026-05-05 13F Birchwood Financial Partners, Inc. 658 0.00 199 0.51
2026-05-11 13F Penserra Capital Management LLC 5,217 2
2026-05-11 13F F/M Investments LLC 740 0.00 224 0.00
2026-04-10 13F RTD Financial Advisors, Inc. 13,868 -1.48 4,192 -1.43
2026-05-14 13F White Lighthouse Investment Management Inc. 970 12.01 293 12.26
2026-05-15 13F Cerity Partners LLC 42,653 12.17 12,917 12.43
2026-04-14 13F Compton Wealth Advisory Group, LLC 5,378 0.00 1,639 0.92
2026-04-17 13F Webster Bank, N. A. 85 0.00 26 0.00
2026-04-23 13F Bell Bank 2,181 0.55 659 0.61
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 482 -17.47 146 -17.61
2026-04-07 13F First Financial Corp /in/ 1,650 -2.54 499 -2.54
2026-04-09 13F Thrive Wealth Management, LLC 1,134 -8.25 343 -8.31
2026-05-04 13F Modus Advisors, LLC 0 -100.00 0
2026-04-17 13F Kentucky Trust Co 8 0.00 2 0.00
2026-05-05 13F Keyvantage Wealth, Llc 1,570 -33.02 475 -33.05
2026-06-01 13F Dala Group, LLC 2,325 703
2026-04-20 13F Hoxton Planning & Management, LLC 1,085 -8.28 328 -8.40
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 15,646 110.86 4,729 111.02
2026-04-21 13F Alpine Bank Wealth Management 11,614 0.00 3,510 0.06
2026-05-08 13F Tandem Financial, LLC 3,125 -75.71 945 -73.80
2026-05-15 13F Evergreen Wealth Solutions, LLC 9,327 2,819
2026-04-28 13F Bravias Capital Group, LLC 1,476 -1.53 446 -1.33
2026-05-14 13F Ballast Financial Advisors LLC 7,758 -0.08 2,345 -0.04
2026-05-15 13F Bragg Financial Advisors, Inc 137,928 1.93 41,689 1.97
2026-05-15 13F Ameriprise Financial Inc 487,734 17.86 147,408 17.92
2026-04-08 13F Capital Advisors Wealth Management, LLC 8,808 -2.95 2,662 -2.88
2026-04-08 13F Accel Wealth Management 14,774 22.90 4,465 22.97
2026-04-15 13F Fluent Financial, LLC 12,311 0.97 3,969 7.74
2026-04-27 13F Evolution Wealth Management Inc. 24 0.00 7 0.00
2026-05-15 13F Morgan Stanley 1,936,579 2.87 585,332 2.91
2026-04-20 13F Kestra Private Wealth Services, Llc 14,324 -0.37 4,330 -0.32
2026-05-13 13F/A Quadrant Capital Group Llc 1,379 0.66 417 0.73
2026-01-14 13F ORG Partners LLC 404 -3.81 122 -2.40
2026-04-08 13F Sax Wealth Advisors, Llc 5,652 -3.29 1,708 -3.29
2026-05-05 13F Aventura Private Wealth, LLC 25 0.00 8 0.00
2026-04-20 13F Provenance Wealth Advisors, LLC 20 0.00 6 0.00
2026-04-29 13F Nilsine Partners, LLC 610 204
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 1,406 73.15 425 73.06
2026-05-13 13F Cove Private Wealth, LLC 750 -1.19 227 -1.31
2026-05-14 13F Empower Advisory Group, LLC 1,679 -47.13 508 -47.13
2026-05-12 13F Kingsview Wealth Management, LLC 32,605 333.69 9,855 333.91
2026-04-21 13F Nabity-Jensen Investment Management Inc 14,116 0.27 4,267 0.31
2026-04-20 13F Brian Low Financial Group, Llc 846 -11.51 256 -11.46
2026-05-13 13F Prestige Wealth Management Group LLC 0 -100.00 0
2026-01-08 13F MKT Advisors LLC 0 -100.00 0
2026-02-17 13F Snowden Capital Advisors LLC 5,868 17.67 1,773 19.25
2026-04-20 13F Verus Financial Partners, Inc. 1,217 0.00 401 2.56
2026-01-14 13F Enclave Advisors LLC 0 -100.00 0
2026-05-06 13F FSA Advisors, Inc. 0 -100.00 0
2026-05-11 13F Ponta Wealth Partners, LLC 1,511 72.29 457 72.73
2026-05-08 13F Addison Advisors LLC 255 0.00 77 0.00
2026-04-30 13F Titleist Asset Management, Llc 16,692 -2.60 5,045 -2.55
2026-05-06 13F North Star Asset Management Inc 2,871 868
2026-05-04 13F MEMBERS Trust Co 13,742 -15.43 4,154 -15.40
2026-04-28 13F Stratos Wealth Advisors, LLC 12,280 -19.40 3,712 -19.36
2026-04-08 13F M.e. Allison & Co., Inc. 1,089 0.00 329 0.30
2026-05-14 13F North Ridge Wealth Advisors, Inc. 400 0.00 121 0.00
2026-05-15 13F Vestmark Advisory Solutions, Inc. 9,484 1,017.08 2,867 1,019.53
2026-04-24 13F Vision Capital Management, Inc. 86,956 -6.24 26,282 -6.20
2026-05-11 13F Brand Asset Management Group, Inc. 3,965 1,199
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 6,440 1.71 1,947 1.78
2026-04-09 13F Key Client Fiduciary Advisors, LLC 1,753 0.11 530 0.19
2026-05-11 13F Commerce Bank 26,183 34.16 7,914 34.23
2026-04-28 13F Flagship Harbor Advisors, Llc 1,646 -0.18 498 -0.20
2026-04-08 13F Winter & Associates, Inc. 0 -100.00 0
2026-04-30 13F Kestra Advisory Services, LLC 95,425 5.20 28,842 5.25
2026-01-14 13F Worth Asset Management, LLC 0 -100.00 0
2026-02-18 13F Veratis Advisors, Inc. 708 222
2026-05-12 13F Dynamic Financial Group 758 0.00 229 0.44
2026-05-22 13F Wellington Grp LLC 27,683 2.52 8,367 2.57
2026-04-28 13F Bogart Wealth, LLC 943 0.00 285 0.35
2026-05-14 13F Financial Advisors Network, Inc. 22,173 4.07 6,702 4.12
2026-01-16 13F Oldfather Financial Services, LLC 1,937 -3.73 585 -2.17
2026-05-01 13F American Trust 3,884 -1.62 1,174 -1.51
2026-05-15 13F Mission Wealth Management, Lp 8,041 -1.30 2,430 -1.26
2026-04-21 13F Merkkuri Wealth Advisors LLC 1 0
2026-05-07 13F Avidian Wealth Solutions, LLC 4,098 33.22 1,239 33.26
2026-05-15 13F Silvercrest Asset Management Group Llc 2,027 0.00 613 0.00
2026-04-09 13F Diversified Management Inc 2,474 0.61 748 0.67
2026-01-21 13F Raleigh Capital Management Inc. 0 -100.00 0
2026-04-24 13F Smithbridge Asset Management Inc/de 1,222 -50.04 369 -50.00
2026-05-06 13F Dunhill Financial, LLC 352 5.71 106 6.00
2026-04-16 13F Ironwood Financial, llc 4,949 4.08 1,496 -2.29
2026-05-06 13F MTM Investment Management, LLC 7 0.00 2 0.00
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 1,541 -4.70 466 -4.71
2026-04-13 13F Gill Capital Partners, Llc 200 61
2026-05-28 13F Cozad Asset Management Inc 2,514 0.04 760 0.00
2026-05-05 13F Regions Financial Corp 692 -8.34 209 -8.33
2026-04-20 13F City State Bank 210 0.00 63 0.00
2026-05-05 13F SOUTH STATE Corp 182 0.00 55 1.85
2026-05-15 13F Beacon Pointe Advisors, LLC 171,756 3.17 51,913 3.21
2026-05-15 13F Balyasny Asset Management Llc 3,720 1,124
2026-05-19 13F Sonoma Allocations LLC 5,545 -22.72 1,706 -24.59
2026-04-28 13F Cordoba Advisory Partners LLC 3,691 -54.16 1,116 -54.15
2026-05-13 13F PKS Advisory Services, LLC 4,111 2.54 1,243 2.56
2026-05-15 13F United Capital Financial Advisers, Llc 142,837 -3.97 43,174 -3.92
2026-04-13 13F IFP Advisors, Inc 50,303 9.48 15,204 9.53
2026-05-14 13F O'ROURKE & COMPANY, Inc 2,157 -10.01 652 -10.08
2026-05-13 13F Prudential Financial Inc 14,297 -33.16 4,321 -33.78
2026-05-14 13F Rockefeller Capital Management L.P. 317,705 -2.39 96,027 -2.34
2026-05-04 13F Texas Yale Capital Corp. 23,621 3.51 7,139 3.55
2026-04-28 13F Kingswood Wealth Advisors, Llc 16,412 54.83 4,961 54.90
2026-04-09 13F DHJJ Financial Advisors, Ltd. 45 0.00 14 0.00
2026-04-24 13F Gilliland Jeter Wealth Management LLC 2,490 0.08 753 0.13
2026-05-11 13F Rinkey Investments 2,548 23.33 770 23.40
2026-05-15 13F Talon Private Wealth, LLC 11,109 167.49 3,358 191.91
2026-02-06 13F GPS Wealth Strategies Group, LLC 258 -91.88 78 -91.85
2026-04-08 13F WealthCare Investment Partners, LLC 3,296 -0.63 1,019 0.10
2026-04-21 13F Old National Bancorp /in/ 29,423 17.72 8,893 17.77
2026-05-06 13F Advisortrust Partners, Llc 95 29
2026-04-24 13F RKL Wealth Management LLC 1,794 -0.50 542 -0.37
2026-05-01 13F Kaizen Financial Strategies 1,385 0.80 456 9.88
2026-05-12 13F Channel Wealth Llc 668 -6.57 202 -6.94
2026-05-05 13F Ackerman Capital Advisors, LLC 18,272 -2.33 5,523 -2.28
2026-04-16 13F Kure Advisory, LLC 4,140 2.65 1,251 2.71
2026-05-14 13F Hrt Financial Lp 3,949 1
2026-05-11 13F Salomon & Ludwin, LLC 1,247 -0.48 383 -1.79
2026-05-15 13F Legend Capital Advisors LLC 159 48
2026-04-29 13F BHK Investment Advisors, LLC 87,775 -4.13 26,530 -4.09
2026-05-06 13F Aire Advisors, Llc 11,096 2.25 3,354 2.29
2026-05-14 13F Northern Oak Wealth Management Inc 4,214 1.15 1,274 1.19
2026-05-01 13F Strategic Financial Partners, Ltd. 3,468 -5.86 1,048 -5.84
2026-04-29 13F Capstone Wealth Management Group, Llc 673 0.00 203 0.00
2026-05-07 13F MidAtlantic Capital Management, Inc. 3,840 0.00 1,161 0.00
2026-04-21 13F Tritonpoint Wealth, Llc 4,989 -1.01 1,508 -0.99
2026-05-12 13F CBIZ Investment Advisory Services, LLC 156 0.00 47 0.00
2026-04-27 13F River's Edge Wealth Management, Llc 3,986 4.76 1,336 11.44
2026-05-13 13F Freestone Capital Holdings, LLC 2,649 4.05 801 4.03
2026-04-27 13F Mount Yale Investment Advisors, LLC 9,609 1,031.80 2,904 1,034.38
2026-04-16 13F Quotient Wealth Partners, LLC 3,576 -0.17 1,081 -0.18
2026-04-28 13F Lee Danner & Bass Inc 2,092 0.00 632 0.00
2026-05-15 13F Huntington National Bank 2,763 -8.66
2026-05-14 13F Allworth Financial LP 6,435 13.93 1,945 13.95
2026-05-14 13F HighPoint Advisor Group LLC 1,235 0.00 373 0.00
2026-05-11 13F Cascade Wealth Advisors, Inc 4,896 0.00 1,682 6.66
2026-05-13 13F Cetera Investment Advisers 476,911 -1.30 144,146 -1.26
2026-04-20 13F Tranquility Partners, LLC 5,946 5.76 1,797 5.83
2026-05-07 13F Carl P. Sherr & Co., LLC 2,740 -1.08 828 -4.39
2026-04-14 13F Arvest Investments, Inc. 29,536 -0.39 8,927 -0.35
2026-04-08 13F Asempa Wealth Advisors 1,502 0.00 458 0.88
2026-02-23 13F Kera Capital Partners, Inc. 0 -100.00 0
2026-05-08 13F Matisse Capital 9,554 0.00 2,888 0.03
2026-05-15 13F Horizon Investment Services, LLC 808 0.00 244 0.00
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 1,272 -13.17 384 -13.12
2026-05-14 13F Ballentine Partners, LLC 3,571 28.27 1,079 28.30
2026-05-06 13F Clifford Swan Investment Counsel Llc 910 11.66 275 11.79
2026-04-14 13F Juncture Wealth Strategies, Llc 6,970 -0.09 2,107 -0.05
2026-05-14 13F Nicolet Bankshares Inc 3,244 984
2026-05-12 13F Curio Wealth, Llc 62 0.00 19 -5.26
2026-01-26 13F Northwest Financial Advisors 0 -100.00 0
2026-05-04 13F New Wave Wealth Advisors Llc 0 -100.00 0
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 2,257 -0.88 682 -2.30
2026-05-14 13F Advisory Alpha, LLC 26,326 6.16 7,958 6.21
2026-04-20 13F Kennicott Capital Management Llc 2,454 -9.21 742 -9.19
2026-04-29 13F Harbour Capital Advisors, LLC 6,686 0.00 2,251 9.70
2026-05-14 13F Keebeck Wealth Management, LLC 1,386 0.00 419 0.00
2026-04-13 13F Gradient Investments LLC 0 -100.00 0
2026-05-06 13F Deutsche Bank Ag\ 1,083 0.00 327 0.00
2026-05-15 13F Perennial Investment Advisors, LLC 2,340 -0.55 707 -0.56
2026-04-24 13F APCM Wealth Management for Individuals 0 -100.00 0
2026-05-11 13F Manchester Capital Management LLC 4,687 -2.09 1,417 -2.07
2026-02-04 13F Bailard, Inc. 0 -100.00 0
2026-03-04 13F AG Campbell Advisory, LLC 728 220
2026-04-29 13F Lmcg Investments, Llc 46,823 -8.23 14,152 -8.18
2026-02-12 13F Jane Street Group, Llc Put 0 -100.00 0 -100.00
2026-05-06 13F ProVise Management Group, LLC 1,487 -21.20 449 -21.23
2026-04-03 13F Waller Financial Planning Group, Inc 1,975 -4.45 597 -4.33
2026-04-22 13F Caldwell Trust Co 1,602 0.44 484 0.62
2026-04-22 13F SFG Wealth Management, LLC. 0 -100.00 0
2026-05-12 13F One Capital Management, LLC 817 247
2026-05-11 13F TAGStone Capital, Inc. 12,256 0.31 3,704 0.35
2026-04-28 13F MBL Wealth, LLC 1,165 0.00 352 0.28
2026-05-08 13F Cornerstone Financial Management LLC 435 -14.71 131 -14.94
2026-04-21 13F Creekside Partners 7,035 -3.76 2,126 -3.71
2026-04-22 13F Horizon Bancorp Inc /in/ 254 -18.85 0
2026-04-13 13F/A Sunburst Financial Group, LLC 3,908 0.00 1,181 0.08
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 996 0.00 301 0.33
2026-05-14 13F Baird Financial Group, Inc. 43,186 12.40 13,053 12.45
2026-05-08 13F Bokf, Na 6,514 4.79 1,969 4.85
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 1,000 0.00 302 0.00
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100.00 0
2026-05-07 13F REDW Wealth LLC 752 0.00 227 0.00
2026-05-13 13F Caitlin John, LLC 76 0.00 23 0.00
2026-04-08 13F Aurelius Family Office LLC 10,451 2.55 3,159 -0.50
2026-04-22 13F Pinnacle Bancorp, Inc. 1,578 6.05 477 6.24
2026-05-07 13F Principle Wealth Partners Llc 1,321 0.00 399 0.00
2026-05-05 13F Advisory Advocates, LLC 1,061 0.00 321 0.00
2026-05-07 13F Capital Performance Advisors Llp 1,250 -3.10 378 -3.08
2026-05-11 13F Foundations Investment Advisors, LLC 2,970 -11.76 898 -11.80
2026-05-15 13F Smartleaf Asset Management LLC 14,693 13.19 4,255 7.45
2026-05-12 13F Moneta Group Investment Advisors Llc 536,196 5.79 162,065 5.84
2026-05-08 13F Junk Investment Group, LLC 23,022 6,959
2026-04-09 13F Everhart Financial Group, Inc. 24,933 8.19 7,536 8.24
2026-05-04 13F Glassman Wealth Services 3,015 0.00 911 0.11
2026-05-12 13F Stifel Financial Corp 148,527 3.09 44,896 3.14
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 18,694 -4.13 5,650 -4.07
2026-05-11 13F Aptus Capital Advisors, LLC 6,532 1.05 1,974 1.13
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100.00 0
2026-04-17 13F BCS Wealth Management 2,939 -50.64 888 -50.61
2026-04-20 13F Eagle Strategies LLC 2,688 -0.19 812 -0.12
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100.00 0
2026-05-26 13F Serenity Investment Advisors 19,963 6.09 6,929 16.24
2026-04-08 13F Stephens Group Asset Management, Llc 149,329 26.71 45,135 26.76
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100.00 0
2026-05-01 13F Concord Wealth Partners 0 -100.00 0
2026-05-14 13F Bank Of Hawaii 4,168 3.86 1,260 3.88
2026-04-17 13F Tectonic Advisors Llc 788 4.10 238 4.39
2026-04-20 13F Tower View Investment Management & Research LLC 9,973 1.73 3,014 1.79
2026-05-06 13F Meridian Wealth Management, LLC 4,536 -2.24 1,371 -2.21
2026-04-08 13F Towerpoint Wealth, LLC 29,248 -0.04 8,840 0.01
2026-05-13 13F Owl Creek Wealth Partners LLC 326 98
2026-05-11 13F Per Stirling Capital Management, LLC. 662 200
2026-05-05 13F Capital Investment Advisory Services, LLC 2,238 -1.67 676 -1.60
2026-04-28 13F Nbt Bank N A /ny 387 11.53 117 39.76
2026-04-20 13F GSB Wealth Management, LLC 4,117 -0.05 1,244 0.00
2026-04-24 13F Essex Financial Services, Inc. 1,176 -2.33 355 -2.20
2026-05-13 13F Choate Investment Advisors 1,474 -33.72 446 -33.68
2026-04-23 13F Spinnaker Trust 1,445 0.00 437 0.00
2026-04-07 13F Farther Finance Advisors, LLC 8,271 12.39 2,521 13.41
2026-05-15 13F Glen Eagle Advisors, LLC 35 -75.86 11 -76.74
2026-05-04 13F LaFleur & Godfrey LLC 1,051 -1.59 318 -1.55
2026-05-04 13F Envestnet Asset Management Inc 637,264 21.09 192,613 21.14
2026-05-05 13F Sanctuary Advisors, LLC 47,883 -2.39 14,473 -2.35
2026-05-13 13F Mariner, LLC 212,492 0.61 64,223 0.65
2026-05-07 13F JMG Financial Group, Ltd. 758 -18.93 229 -18.79
2026-05-07 13F Sage Financial Group Inc 64,479 -0.28 19,489 -0.24
2026-04-22 13F Spire Wealth Management 1,025 -0.97 310 -0.96
2026-04-23 13F Accurate Wealth Management, LLC 0 -100.00 0
2026-02-06 13F L.K. Benson & Company, P.C. 0 -100.00 0
2026-04-22 13F Bay Capital Advisors, LLC 2,832 -12.35 856 -12.40
2026-02-17 13F North Capital, Inc. 0 -100.00 0
2026-04-17 13F Fifth Third Wealth Advisors LLC 1,534 21.46 464 21.52
2026-04-23 13F McMillan Office, Inc. 4,174 -3.47 1,262 -3.45
2026-04-28 13F Spurstone Advisory Services, LLC 1 -50.00 0
2026-04-16 13F Everstar Asset Management, LLC 1,803 -14.67 545 -14.73
2026-04-13 13F Cyndeo Wealth Partners, LLC 4,102 -1.30 1,240 -1.27
2026-04-21 13F First United Bank Trust/ 3,945 11.60 1,192 11.72
2026-04-16 13F Brookstone Capital Management 10,372 16.81 3,135 16.85
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 9,003 9.61 2,721 9.67
2026-05-13 13F Clearwater Capital Advisors, LLC 1,427 -2.73 431 -2.71
2026-05-14 13F PlanVest Financial, Inc 367 111
2026-04-30 13F Graetz Wealth LLC 3,881 -16.05 1,173 -15.97
2026-04-16 13F Phillips Financial Management, Llc 214 -38.68 65 -39.05
2026-04-24 13F Keybank National Association/oh 3,268 -0.73 988 -0.70
2026-02-17 13F Capital Insight Partners, Llc 810 245
2026-04-27 13F Jamison Private Wealth Management, Inc. 1,552 2.99 469 2.86
2026-04-16 13F GEN Financial Management, INC. 2,912 0.10 880 0.23
2026-05-19 13F McIlrath & Eck, LLC 173 0.00 52 0.00
2026-04-13 13F St Germain D J Co Inc 24 0.00 7 0.00
2026-04-20 13F Apella Capital, LLC 10,877 116.93 3,653 141.22
2026-05-15 13F Bank Of America Corp /de/ 8,438,257 -17.74 2,550,463 -17.70
2026-04-02 13F Hilltop National Bank 12,730 3.21 3,848 3.25
2026-04-28 13F Indiana Trust & Investment Management CO 48 0.00 15 0.00
2026-05-21 13F Vestor Capital, Llc 165 -45.72 0
2026-04-27 13F Meramec Financial Planners, LLC 21,547 -4.70 7,285 1.85
2026-05-13 13F Brinker Capital Investments, LLC 1,233 -70.96 373 -70.98
2026-04-24 13F My Purposeful Wealth Corp. 4,102 18.52 1,240 18.56
2026-04-21 13F Mesirow Financial Investment Management, Inc. 930 36.76 281 37.07
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 2,774 838
2026-01-23 13F Keener Financial Planning LLC 0 -100.00 0
2026-04-17 13F Richards, Merrill & Peterson, Inc. 371 0.00 112 0.00
2026-04-30 13F Verdence Capital Advisors LLC 12,293 -31.33 3,716 -31.31
2026-04-13 13F Amplius Wealth Advisors, LLC 1,559 0.00 471 0.00
2026-01-29 13F Comerica Bank 94,403 2.68 28,520 4.23
2026-04-16 13F Park National Corp /oh/ 8,311 2,512
2026-05-14 13F EP Wealth Advisors, Inc. 807,814 4.06 244,162 4.10
2026-02-05 13F Soltis Investment Advisors LLC 0 -100.00 0
2026-04-15 13F Stanich Group LLC 4,379 -1.57 1,324 -1.64
2026-05-05 13F Signet Financial Management, Llc 2,811 -5.86 850 -5.88
2026-05-08 13F Prime Capital Investment Advisors, LLC 8,816 -4.13 2,665 -4.10
2026-05-04 13F Savant Capital, LLC 63,324 76.24 19,140 76.33
2026-05-11 13F Integrity Alliance, Llc. 19,197 -1.72 5,802 -1.68
2026-04-15 13F Parsons Capital Management Inc/ri 842 0.00 254 0.00
2026-05-07 13F Pacific Sun Financial Corp 2,024 -0.49 612 -0.49
2026-05-06 13F Sound View Wealth Advisors Group, LLC 1,193 0.00 361 0.00
2026-05-11 13F Granville Capital, Inc. 26,188 8.83 7,915 8.89
2026-04-24 13F Medallion Wealth Advisors, LLC 304 0.00 92 0.00
2026-02-06 13F New Millennium Group LLC 491 -1.60 148 0.00
2026-05-15 13F Wealth Preservation Advisors, LLC 1,729 32.80 523 32.82
2026-04-27 13F 4wealth Advisors, Inc. 3,153 0.19 913 -4.00
2026-05-06 13F Simon Quick Advisors, Llc 5,366 -1.29 1,622 -1.28
2026-05-01 13F International Assets Investment Management, Llc 940 -44.44 286 -44.03
2026-04-23 13F Cornerstone Wealth Management, LLC 11,290 -0.32 3,412 -0.26
2026-05-05 13F Gilbert & Cook, Inc. 999 -19.57 302 -19.73
2026-05-15 13F Pin Oak Investment Advisors Inc 31 0.00 0
2026-05-06 13F American Financial & Tax Strategies Inc 10,608 -3.27 3,206 -3.23
2026-05-07 13F Clark Financial Services Group Inc /bd 0 -100.00 0
2026-05-14 13F Atomi Financial Group, Inc. 37,888 11.19 11,451 11.24
2026-01-09 13F Carr Financial Group Corp 0 -100.00 0
2026-04-15 13F Cypress Financial Planning Llc 0 -100.00 0
2026-05-14 13F Vident Advisory, LLC 1,088 4.51 329 4.46
2026-02-13 13F Colony Group, LLC 227,911 0.75 68,441 1.64
2026-04-17 13F Atlas Brown,Inc. 715 0.00 216 0.00
2026-05-06 13F Bessemer Group Inc 7,314 -1.48 2 0.00
2026-05-04 13F Headland Capital, LLC 1,429 0.00 432 0.00
2026-04-09 13F Noble Family Wealth, LLC 8,878 -1.22 2,683 -1.18
2026-05-07 13F EPG Wealth Management LLC 176 0.00 53 0.00
2026-04-14 13F Regent Peak Wealth Advisors LLC 1,271 -1.85 384 -1.79
2026-05-15 13F TCG Advisory Services, LLC 4,296 378.40 1,298 378.97
2026-05-12 13F Belvedere Trading LLC Call 2,500 4.17 756 4.14
2026-04-28 13F Whittier Trust Co 6,564 -6.40 2,022 -9.25
2026-05-08 13F United Financial Planning Group LLC 12 -42.86 4 -50.00
2026-05-15 13F Gateway Wealth Partners, LLC 8,440 2,551
2026-04-08 13F Legacy Wealth Asset Management, LLC 0 -100.00 0
2026-04-03 13F Global Wealth Strategies & Associates 97 0.00 29 0.00
2026-05-04 13F Greenspring Advisors, LLC 1,825 3.99 552 3.96
2026-05-05 13F Dahring | Cusmano Llc 2,860 9.66 865 9.78
2026-04-21 13F Northern Lights Advisors, Inc. 10,341 1.47 3,126 1.53
2026-04-17 13F United Advisor Group, LLC 1,990 10.86 601 10.89
2026-04-22 13F Ifrah Financial Services, Inc. 23,495 -3.03 7,101 -2.98
2026-04-17 13F Integrated Capital Management, LLC 2,187 -1.17 661 -1.05
2026-05-15 13F Legacy Capital Wealth Partners, LLC 1,864 -1.27 563 -1.23
2026-04-08 13F Evanson Asset Management, LLC 1,180 -1.67 357 -1.66
2026-04-15 13F City Holding Co 4,134 -1.55 1,249 -1.50
2026-04-14 13F Nbc Securities, Inc. 214 19.55 65 18.52
2026-05-08 13F/A JPL Wealth Management, LLC 43 13
2026-05-12 13F Bnp Paribas Arbitrage, Sa 772 46.21 233 46.54
2026-04-28 13F Canvas Wealth Advisors, LLC 4,721 1.16 1,427 1.28
2026-05-11 13F Legacy Edge Advisors, LLC 3,812 -1.12 1,152 -1.03
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 6,685 0.03 2,021 0.10
2026-05-11 13F Ashton Thomas Private Wealth, LLC 1,611 -37.85 487 -37.93
2026-05-12 13F IPG Investment Advisors LLC 2,387 118.79 2,238 579.94
2026-04-16 13F Diversified Trust Co 3,772 -7.09 1,140 -7.01
2026-05-11 13F Sage Mountain Advisors LLC 5,718 0.00 1,728 0.06
2026-04-10 13F Waldron Private Wealth LLC 103,182 -11.48 31,187 -11.43
2026-05-07 13F Oak Harbor Wealth Partners, Llc 80 0.00 24 0.00
2026-05-15 13F Integrated Wealth Concepts LLC 8,329 100.51 2,517 100.72
2026-04-29 13F Marino, Stram & Associates Llc 2,913 19.63 880 19.73
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 727 0.00 220 0.00
2026-04-14 13F American State Bank (Iowa) 0 -100.00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 62 0.00 19 0.00
2026-05-13 13F Visionary Wealth Advisors 9,750 17.64 2,947 17.70
2026-05-14 13F Axim Planning & Wealth 1,045 10.70 316 10.53
2026-04-29 13F Garde Capital, Inc. 40,543 -0.24 12,254 -0.19
2026-05-15 13F Larson Financial Group LLC 17,662 -41.63 5,338 -41.61
2026-04-22 13F SC&H Financial Advisors, Inc. 772 0.00 233 0.00
2026-05-06 13F Precision Wealth Strategies, LLC 776 -0.26 235 -0.43
2026-05-08 13F Truepoint, Inc. 4,062 -0.47 1,228 -0.41
2026-05-13 13F Federation des caisses Desjardins du Quebec 542 -1.09 164 -1.21
2026-02-13 13F Nicolet Advisory Services, Llc 1,228 -18.89 395 -13.38
2026-05-05 13F Bluedoor Private Wealth, Llc 3,326 0.00 1,005 0.10
2026-04-16 13F Clark Asset Management, LLC 1,302 0.08 394 0.00
2026-05-15 13F/A EverSource Wealth Advisors, LLC 762 -21.69 230 -21.50
2026-05-15 13F Round Rock Advisors, LLC 3,621 0.00 1,095 0.00
2026-02-13 13F Sei Investments Co 969,157 2.02 292,784 3.56
2026-05-01 13F Thrivent Financial For Lutherans 23,082 3.31 7 0.00
2026-02-13 13F LGT Financial Advisors LLC 0 -100.00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 3,441 -2.36 1,040 -2.26
2026-04-16 13F Waystone Advisors Llc 3,532 1.73 1,068 1.81
2026-02-17 13F Stark Wealth Management LLC 12,061 3,378
2026-04-21 13F Laurel Oak Wealth Management, Llc 3,928 -9.53 1,187 -9.46
2026-04-15 13F Sightline Wealth Advisors, LLC 2,367 -34.67 715 -34.64
2026-04-23 13F Global Trust Asset Management, LLC 428 -10.46 129 -10.42
2026-04-21 13F Strategic Equity Management 0 -100.00 0
2026-05-11 13F New Age Alpha Advisors, LLC 193 -76.20 58 -76.33
2026-05-13 13F BlackRock, Inc. 5,240 14.71 1,584 14.79
2026-04-20 13F Morton Brown Family Wealth, LLC 38 0.00 11 0.00
2026-04-20 13F BTC Capital Management, Inc. 6,780 -9.53 2,050 -9.46
2026-02-05 13F Passumpsic Savings Bank 3,217 20.22 972 29.64
2026-04-13 13F Highland Capital Management, Llc 19,773 -37.56 5,976 -37.53
2026-05-01 13F Mutual Advisors, LLC 3,585 -7.00 1,084 -6.96
2026-05-07 13F MONECO Advisors, LLC 7,422 6.76 2,243 6.81
2026-05-12 13F Holderness Investments Co 14,834 4.38 4,484 4.43
2026-05-15 13F Point72 Asset Management, L.P. Put 7,400 2,237
2026-04-07 13F Eastern Bank 123 -38.50 37 -38.33
2026-04-23 13F Oppenheimer & Co Inc 4,808 32.34 1,453 32.45
2026-04-28 13F Robertson Stephens Wealth Management, LLC 34,088 11.22 10,303 11.26
2026-05-14 13F Miller Capital Partners, Inc. 432 0.00 131 0.00
2026-04-24 13F ERn Financial, LLC 3,299 -3.26 997 -3.20
2026-05-11 13F Evermay Wealth Management Llc 2,625 -5.06 793 -5.03
2026-05-18 13F Strategic Investment Advisors / MI 37,328 34.15 11,293 34.25
2026-05-14 13F Wealth Alliance 4,792 -12.52 1,448 -12.45
2026-05-15 13F Point72 Asset Management, L.P. 2,986 903
2026-05-15 13F Point72 Asset Management, L.P. Call 4,700 1,421
2026-05-11 13F Shoker Investment Counsel, Inc. 2,983 -2.39 902 -2.38
2026-01-16 13F Trust Co Of Vermont 462 93.31 140 95.77
2026-04-13 13F Mather Group, Llc. 603,872 0.09 182,520 0.14
2026-04-14 13F FC Advisory LLC 42,420 1.39 12,821 1.44
2026-05-01 13F Monetary Solutions, Ltd 2,633 29.96 796 29.90
2026-04-22 13F Midwest Financial Group LLC 0 -100.00 0
2026-05-07 13F Rothschild Investment Llc 375 0.00 113 0.00
2026-02-03 13F Capstone Triton Financial Group, LLC 0 -100.00 0
2026-05-04 13F Nwam Llc 1,707 -1.61 516 -4.81
2026-04-23 13F Blackston Financial Advisory Group, LLC 684 -9.40 207 -9.65
2026-05-15 13F Transamerica Financial Advisors, Inc. 12,529 -11.21 3,787 -11.19
2026-05-08 13F Creekmur Asset Management LLC 0 -100.00 0
2026-04-14 13F BSW Wealth Partners 2,871 -13.39 868 -13.39
2026-05-08 13F Sofos Investments, Inc. 106 0.00 32 0.00
2026-05-12 13F Ameritas Advisory Services, LLC 14,573 -1.19 4,405 -1.14
2026-04-20 13F Davis Investment Partners, LLC 1,326 0.00 401 -1.72
2026-02-10 13F Transatlantique Private Wealth Llc 4,733 13.47 1,430 15.15
2026-02-11 13F TruNorth Capital Management, LLC 0 -100.00 0
2026-05-12 13F Rsm Us Wealth Management Llc 531,766 1.60 160,723 0.64
2026-02-06 13F Tortoise Investment Management, LLC 0 -100.00 0
2026-05-06 13F Geneva Capital Management Llc 11,351 105.82 3,431 106.01
2026-05-12 13F Hager Investment Management Services, Llc 11 0.00 3 0.00
2026-03-12 13F Nalls Sherbakoff Group, Llc 2,700 -6.80 816 16.43
2026-05-13 13F Natixis Advisors, L.p. 84,555 3.59 26 4.17
2026-04-28 13F PUREfi Wealth, LLC 1,040 0.00 314 0.00
2026-04-16 13F Tactive Advisors, LLC 1,500 0.33 453 0.44
2026-05-18 13F Alexander Labrunerie & Co., Inc. 726 -29.72 219 -29.81
2026-03-19 13F Painted Porch Advisors LLC 0 -100.00 0
2026-05-14 13F SWAN Capital LLC 26,040 -14.68 7,870 -14.64
2026-04-23 13F TFC Financial Management 766 3.10 231 3.13
2026-05-08 13F LaSalle St. Investment Advisors, LLC 1,741 -0.40 526
2026-04-07 13F Park Avenue Securities Llc 4,535 -6.09 1 0.00
2026-05-07 13F Florida Financial Advisors, Llc 1,011 -28.35 306 -28.40
2026-05-07 13F Lowe Brockenbrough & Co Inc 47 0.00 14 0.00
2026-04-15 13F Archford Capital Strategies, LLC 6,093 -21.71 1,842 -21.69
2026-05-15 13F Tradition Wealth Management, LLC 7,934 2.10 2,398 2.13
2026-05-11 13F Savvy Advisors, Inc. 2,427 12.10 734 12.08
2026-05-06 13F Angeles Wealth Management, Llc 2,008 8.48 607 8.59
2026-05-15 13F Chilton Investment Co Llc 14,005 4,233
2026-04-16 13F Genesis Private Wealth, Llc 1,935 0.00 585 0.00
2026-04-21 13F River Street Advisors LLC 2,112 638
2026-05-14 13F Lgl Partners, Llc 1,355 0.15 410 0.25
2026-04-17 13F Provident Wealth Management, LLC 1,620 0.00 490 0.00
2026-04-14 13F Cdm Financial Counseling Services, Inc. 1,004 0.10 304 0.00
2026-05-12 13F Colonial Trust Co / SC 515 0.00 149 -5.10
2026-04-28 13F Whittier Trust Co Of Nevada Inc 232 0.00 71 -2.74
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100.00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 37,938 0.55 11,467 0.60
2026-04-22 13F Madison Park Capital Advisors, LLC 780 0.13 236 0.00
2026-04-15 13F Seacrest Wealth Management, Llc 0 -100.00 0
2026-04-10 13F Lwm Advisors Inc 942 0.00 285 0.00
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 0 -100.00 0
2026-04-21 13F Northeast Investment Management 2,061 0.00 623 0.00
2026-04-29 13F Garner Asset Management Corp 0 -100.00 0
2026-05-14 13F Taylor Financial Group, Inc. 1,962 0.62 593 0.68
2026-04-27 13F Beacon Financial Advisory LLC 1,736 3.77 525 3.76
2026-05-11 13F Insight Advisors, LLC/ PA 7,351 -0.26 2,222 -0.22
2026-01-16 13F FNY Investment Advisers, LLC 0 -100.00 0
2026-02-04 13F Pandora Wealth, Inc. 67 0.00 20 5.26
2026-04-13 13F Massmutual Trust Co Fsb/adv 31,032 -2.29 9,379 -2.24
2026-05-06 13F Crescent Grove Advisors, LLC 1,109 0.00 335 0.30
2026-04-23 13F Fairman Group, LLC 218 0.00 66 0.00
2026-05-11 13F Financial Perspectives, Inc 1,075 6.65 325 6.58
2026-04-21 13F Pinnacle Associates Ltd 5,481 3.67 1,657 3.69
2026-04-22 13F Grove Street Fiduciary, LLC 1,319 0.00 399 0.00
2026-05-01 13F Harwood Advisory Group, LLC 22 -79.44 7 -81.25
2026-05-08 13F Smithfield Trust Co 2,226 6.71 1
2026-04-09 13F Mechanics Bank Trust Department 40,427 0.36 12,219 0.41
2026-04-29 13F Stenger Family Office, LLC 2,300 220
2026-05-08 13F Vanguard Advisers Inc 7,528 2,275
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 38,458 26.10 12 22.22
2026-04-15 13F Trust Point Inc. 9,130 -1.96 2,760 -1.92
2026-05-13 13F SRS Capital Advisors, Inc. 47,625 7.31 14,395 7.36
2026-04-10 13F Prosperity Planning, Inc. 18,932 2.25 5,722 2.31
2026-04-21 13F Nemes Rush Group LLC 81 0.00 24 0.00
2026-04-28 13F Belpointe Asset Management LLC 4,822 0.88 1,458 0.90
2026-05-01 13F Citizens Financial Group Inc/ri 7,119 0.04 2,152 0.09
2026-04-06 13F Washington Trust Advisors, Inc. 3,724 0.00 1,126 0.09
2026-05-04 13F Brickley Wealth Management 100,821 0.05 30,473 0.10
2026-05-07 13F Wells Financial Advisors INC 198 -72.91 60 -73.18
2026-04-29 13F CVA Family Office, LLC 10 0.00 3 0.00
2026-04-22 13F Independence Asset Advisors, LLC 2,257 682
2026-05-06 13F DecisionPoint Financial, LLC 10 0.00 3 0.00
2026-04-27 13F S.A. Mason LLC 1,444 0.00 436 0.00
2026-05-13 13F Argent Trust Co 13,248 21.06 4,004 21.15
2026-05-01 13F Hantz Financial Services, Inc. 216 -6.09 0
2026-04-24 13F KPP Advisory Services LLC 9,883 -0.41 2,987 -0.37
2026-04-21 13F Verity Asset Management, Inc. 0 -100.00 0
2026-05-05 13F Sherman Asset Management, Inc. 130 0.00 39 0.00
2026-05-11 13F OpenArc Corporate Advisory, LLC 52,678 129.38 15,922 129.51
2026-05-12 13F TIAA Wealth Investment Management LLC 1,055 306
2026-05-15 13F Strategic Advocates LLC 0 -100.00 0
2026-05-11 13F Partners in Financial Planning 66,835 1.19 20,201 1.24
2026-05-04 13F Mml Investors Services, Llc 327,717 -11.88 99,053 -11.84
2026-05-08 13F Strategic Financial Services, Inc, 1,408 0.00 426 -4.49
2026-05-12 13F Atlantic Union Bankshares Corp 406 0.00 123 0.00
2026-02-17 13F Twin Focus Capital Partners, Llc 0 -100.00 0
2026-05-11 13F Wells Fargo & Company/mn 837,597 -6.64 253,164 -6.59
2026-05-15 13F Fmr Llc 99,434 55.41 30,054 55.48
2026-04-20 13F Segment Wealth Management, LLC 1,340 0.00 405 0.25
2026-05-15 13F Cresset Asset Management, LLC 86,224 3.37 26,061 3.42
2026-05-15 13F Susquehanna International Group, Llp Call 38,400 49.42 11,606 49.48
2026-05-15 13F Susquehanna International Group, Llp Put 8,400 950.00 2,539 953.11
2026-05-13 13F May Barnhard Investments LLC 17,605 -1.39 5,321 -1.34
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100.00 0
2026-04-09 13F Brown Wealth Management, Llc 6,583 0.61 1,990 0.66
2026-05-07 13F Dravo Bay Llc 4,943 4.28 1,494 4.26
2026-04-28 13F Shelton Wealth Management, Llc 8,419 -3.74 2,545 -3.71
2026-05-06 13F Sterling Financial Planning, Inc. 8,499 2.91 2,569 2.93
2026-05-15 13F Susquehanna International Group, Llp 6,086 22.23 1,839 22.27
2026-04-27 13F Albion Financial Group /ut 40 0.00 12 0.00
2026-05-04 13F Wsfs Capital Management, Llc 827 -5.81 250 -5.66
2026-04-22 13F Capital Management Associates, Inc 31,418 -1.36 9,496 -1.31
2026-05-12 13F Benjamin Edwards Inc 59,644 12.62 18,036 12.67
2026-05-08 13F Glenview Trust Co 2,628 0.00 794 0.13
2026-05-13 13F NFP Retirement, Inc. 21,769 14.57 6,580 14.62
2026-05-14 13F Legacy Bridge, LLC 502 0.00 152 0.00
2026-04-23 13F Summit Wealth Group Llc / Co 8,904 26.69 2,691 26.75
2026-05-14 13F Integrity Financial Corp /WA 4 0.00 1 0.00
2026-02-17 13F Running Point Capital Advisors, LLC 12 0.00 4 0.00
2026-04-24 13F Private Advisor Group, LLC 93,386 -31.12 28,226 -31.09
2026-04-28 13F BLB&B Advisors, LLC 3,637 6.03 1,099 6.08
2026-05-13 13F Acumen Wealth Advisors, LLC 130 0.00 39 0.00
2026-05-01 13F Richardson Financial Services Inc. 6,159 -3.08 1,862 -21.08
2026-01-30 13F Caldwell Securities, Inc 183 -8.04 55 -6.78
2026-04-22 13F Hurlow Wealth Management Group, Inc. 1,072 0.00 324 0.31
2026-05-14 13F Battery Global Advisors, LLC 3,680 -87.43 1,112 -93.94
2026-04-29 13F Navalign, LLC 0 -100.00 0
2026-05-15 13F National Bank Of Canada /fi/ 230 0.00 70 0.00
2026-05-14 13F Sand Hill Global Advisors, LLC 314,286 2.63 94,993 2.67
2026-05-08 13F Align Financial, LLC 956 -99.67 289 0.00
2026-05-13 13F Franklin Resources Inc 383 0.00 116 0.00
2026-05-21 13F JDM Financial Group LLC 108 0.00 33 0.00
2026-04-08 13F Holos Integrated Wealth LLC 673 -5.34 207 -5.05
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 75,423 4.61 22,796 4.66
2026-04-24 13F Root Financial Partners, LLC 810 -10.69 245 -10.95
2026-05-12 13F Bank of Jackson Hole Trust 177 16.45 53 17.78
2026-05-15 13F Royal Bank Of Canada 293,554 -1.38 88,726 -1.33
2026-05-18 13F Centaurus Financial, Inc. 3,873 -0.05 1 0.00
2026-04-16 13F Friday Financial 4,508 5.82 1,363 5.91
2026-04-20 13F Hoge Financial Services, Llc 2,453 -1.41 741 -1.33
2026-05-06 13F VSM Wealth Advisory, LLC 1,316 45.90 398 45.96
2026-05-08 13F Payne Capital Management, LLC 46,157 1.91 13,951 1.97
2026-04-16 13F Davis Capital Management 96 0.00 29 0.00
2026-05-13 13F Dynamic Wealth Strategies, LLC 20 0.00 6 0.00
2026-05-18 13F Vestwell Advisors, LLC 2,283 6.29
2026-04-21 13F Keystone Financial Services, LLC 2,641 -0.68 798 -0.62
2026-05-07 13F One Charles Private Wealth Services, LLC 6,755 -1.07 2,042 -1.02
2026-04-24 13F National Asset Management, Inc. 14,554 -13.95 4,215 -17.52
2026-04-08 13F Wealthspan Partners, Llc 1,258 6.61 380 6.74
2026-04-15 13F Rs Crum Inc. 54,938 1.78 16,605 1.83
2026-05-13 13F Mainsail Asset Management, Llc 19,266 1.01 5,823 1.06
2026-05-15 13F CI Private Wealth, LLC 1,031,328 0.63 311,689 0.66
2026-04-30 13F SkyOak Wealth, LLC 22,683 -0.04 6,856 0.00
2026-05-13 13F Garden State Investment Advisory Services LLC 1,335 0.00 404 0.00
2026-05-06 13F Hurley Capital, LLC 798 0.13 241 0.42
2026-05-05 13F Frazier Financial Advisors, LLC 50 -9.09 15 -6.25
2026-05-11 13F Rebalance, Llc 5,674 0.11 1,715 0.18
2026-05-14 13F Aspen Grove Capital, LLC 1,495 0.00 452 0.00
2026-03-24 13F/A Barclays Plc 0 -100.00 0
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100.00 0 -100.00
2026-05-05 13F SFI Advisors, LLC 745 -46.09 225 -46.04
2026-05-08 13F Compass Capital Corp /ma/ /adv 1,091 -2.85 372 3.63
2026-02-11 13F Empowered Funds, LLC 776 234
2026-04-17 13F Willner & Heller, Llc 3,766 -3.19 1,138 -3.15
2026-04-20 13F Godsey & Gibb Associates 345 0.00 104 0.00
2026-05-05 13F Rollins Financial Advisors, LLC 0 -100.00 0
2026-04-15 13F Horizon Financial Services, Llc 569 97.57 172 96.55
2026-04-21 13F Mayfair Advisory Group, LLC 3,914 -2.64 1,183 -4.21
2026-05-15 13F Vawter Financial, Ltd. 50,935 -3.86 15,395 -3.81
2026-04-27 13F FF Advisors,LLC 1,401 467
2026-05-01 13F BKD Wealth Advisors, LLC 0 -100.00 0
2026-04-15 13F Retirement Investment Advisors, Inc. 62,612 0.21 18,916 0.21
2026-05-08 13F Curtis Advisory Group, LLC 7,618 -1.78 2,303 -1.75
2026-05-15 13F Advisor Group Holdings, Inc. 295,512 14.69 89,398 14.72
2026-04-22 13F Janney Montgomery Scott LLC 35,397 3.50 11 0.00
2026-05-13 13F Ubs Asset Management Americas Inc 6,949 230.59 2,100 230.71
2026-04-14 13F Plancorp, LLC 1,796 0.00 567 4.61
2026-04-17 13F RFG Advisory, LLC 31,452 -0.50 9,506 -0.45
2026-05-05 13F Howard Capital Management Inc. 183,200 55,372
2026-05-14 13F Novak & Powell Financial Services, Inc. 3,357 1,015
2026-05-01 13F Fifth Third Bancorp 167,255 144.98 50,553 145.10
2026-01-28 13F Dentgroup LLC 5,927 -18.24 1,791 -17.01
2026-05-12 13F Cahill Financial Advisors Inc 5,628 0.70 1,701 0.77
2026-05-06 13F LPL Financial LLC 898,982 -1.19 271,717 -1.15
2026-04-14 13F Patriot Investment Management Inc. 933 0.00 282 0.36
2026-01-29 13F Vanguard Group Inc 9,370 1.47 2,831 2.98
2026-04-22 13F Western Financial Corp/CA 675 204
2026-04-23 13F Fairway Wealth LLC 0 -100.00 0
2026-05-14 13F Regal Investment Advisors LLC 4,350 7.67 1,315 7.70
2026-04-15 13F Norden Group Llc 848 -67.25 256 -67.26
2026-05-14 13F/A Leo H. Evart, Inc. 368 111
2026-01-13 13F Cherrydale Wealth Management, Llc 0 -100.00 0
2026-04-09 13F Wedmont Private Capital 5,177 5.27 1,642 5.32
2026-04-24 13F Prospect Financial Services LLC 996 0.00 301 0.33
2026-04-27 13F Td Private Client Wealth Llc 1,332 -54.86 403 -54.88
2026-04-22 13F Harbor Asset Planning, Inc. 6,119 0.11 1,851 0.16
2026-05-01 13F Sovran Advisors, LLC 8,597 5.38 2,879 8.76
2026-05-11 13F Fairscale Capital, LLC 581 0.00 176 0.00
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