Estatísticas Básicas
| Proprietários Institucionais | 3540 total, 3529 long only, 2 short only, 9 long/short - change of 6.68% MRQ |
| Alocação Média no Portfólio | 2.2775 % - change of -2.57% MRQ |
| Ações Institucionais (Longas) | 535,231,770 (ex 13D/G) - change of 24.34MM shares 4.76% MRQ |
| Valor Institucional (Longa) | $ 154,946,444 USD ($1000) |
Propriedade Institucional e Acionistas
Vanguard Index Funds - Vanguard Total Stock Market ETF (GB:0LOS) tem 3540 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 535,287,332 ações. Os maiores acionistas incluem Vanguard Group Inc, Rakuten Investment Management, Inc., Betterment LLC, Wealthfront Advisers Llc, Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, WealthNavi Inc., Auto-Owners Insurance Co, and Northern Trust Corp .
Vanguard Index Funds - Vanguard Total Stock Market ETF (LSE:0LOS) 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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Load All| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 3,300 | -9.59 | 1,106 | -7.60 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 36,126 | 0.17 | 12,112 | 2.33 | ||||
| 2026-01-23 | 13F | Clarity Wealth Advisors, LLC | 99,904 | 1.11 | 33,495 | 3.30 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 295,200 | 1.79 | 98,972 | 3.99 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | 73,384 | -28.96 | 24,603 | -27.43 | ||||
| 2026-02-03 | 13F | Lumbard & Kellner, LLC | 11,020 | 0.00 | 3,695 | 2.16 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 195,100 | -12.24 | 65,411 | -10.34 | |||
| 2026-02-02 | 13F | GenTrust, LLC | 110,182 | -2.08 | 36,941 | -0.24 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 11,801 | 1.28 | 4,019 | 5.13 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 2,385 | -4.60 | 800 | -2.56 | ||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 15,644 | 0.01 | 5,245 | 2.16 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 41,341 | 2.69 | 13,861 | 4.91 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 1,749 | 0.06 | 586 | 2.27 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 8,405 | 0.56 | 2,818 | 2.77 | ||||
| 2026-02-09 | 13F | Parkside Investments, LLC | 4,500 | 0.00 | 1,509 | 2.17 | ||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 5,707 | 97.34 | 1,913 | 101.58 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1,706 | 53.56 | 572 | 56.87 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 255,624 | 1.18 | 85,703 | 3.37 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 235,837 | -1.66 | 79,071 | 0.47 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 16,320 | 23.80 | 5,472 | 26.47 | ||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 3,361 | 0.00 | 1,127 | 2.18 | ||||
| 2026-01-30 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 35,323 | -1.59 | 11,843 | 0.53 | ||||
| 2026-01-22 | 13F | Investment Advisory Services Inc /tx /adv | 9,770 | 2.52 | 3,276 | 4.73 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 269,236 | 0.93 | 90,267 | 3.11 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 500 | 0.00 | 168 | 1.83 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 19 | 6 | ||||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 7,428 | 2,490 | ||||||
| 2026-01-02 | 13F | Boltwood Capital Management | 3,037 | -3.10 | 1,018 | -0.97 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 4,503 | 0.00 | 1,510 | 2.17 | ||||
| 2026-02-10 | 13F | Regency Capital Management Inc.\DE | 4,247 | 0.66 | 1,424 | 2.82 | ||||
| 2026-01-21 | 13F | Country Trust Bank | 773 | -56.94 | 259 | -56.03 | ||||
| 2026-01-13 | 13F | Guerra Pan Advisors, Llc | 785 | 0.00 | 263 | 2.33 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 459 | 0.00 | 157 | 1.29 | ||||
| 2026-02-13 | 13F | United Bank | 18,660 | 24.40 | 6,256 | 27.10 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 481,663 | 4,538.51 | 161,487 | 4,639.86 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 25,888 | -7.55 | 8,680 | -5.55 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 657 | 220 | ||||||
| 2026-01-23 | 13F | Prosperity Advisers, LLC | 54,526 | 18,281 | ||||||
| 2026-01-27 | 13F | SageGuard Financial Group, LLC | 4,950 | 1,660 | ||||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 7,928 | -28.58 | 2,658 | -27.02 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 3,098 | -3.58 | 1,039 | -1.52 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 7,284 | 24.49 | 2,442 | 27.14 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 120,412 | 0.36 | 40,371 | 2.53 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 1,593 | 0.00 | 545 | 3.23 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 61,523 | -2.55 | 20,627 | -0.44 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 979 | 0.00 | 328 | 2.18 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 24,979 | -3.48 | 8,375 | -1.40 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 894,507 | 1.70 | 299,901 | 7.16 | ||||
| 2026-01-23 | 13F | Fort Henry Capital, LLC | 17,394 | 4.68 | 5,832 | 6.93 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 8,011 | 2,686 | ||||||
| 2026-02-04 | 13F | Community Bank, N.A. | 1,905 | -73.92 | 639 | -73.38 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 9,226 | 3,093 | ||||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 4,065 | -3.51 | 1,363 | -1.45 | ||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 17,554 | 5,885 | ||||||
| 2026-01-30 | 13F | Torren Management, LLC | 106 | 36 | ||||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 2,105 | -3.35 | 706 | -1.26 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 2,303 | 29.45 | 1 | |||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 3,333 | 2.74 | 1,118 | 4.98 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 1,692 | 17.66 | 567 | 20.13 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | Safe Harbor Family Capital, LLC | 82,597 | 27,693 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2,633,443 | -3.90 | 883,144 | -0.76 | ||||
| 2026-02-05 | 13F | Conning Inc. | 49,266 | 0.00 | 16,517 | 2.16 | ||||
| 2026-02-10 | 13F | EagleClaw Capital Managment, LLC | 8,432 | -5.60 | 2,827 | -3.58 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 1,387 | 0.00 | 465 | 2.20 | ||||
| 2026-02-09 | 13F | Powell Investment Advisors, LLC | 16 | 5 | ||||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 107 | 0.00 | 36 | 0.00 | ||||
| 2026-01-21 | 13F | Access Financial Services, Inc. | 3,248 | -21.98 | 1,089 | -20.35 | ||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 303 | 102 | ||||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 2,282 | -16.50 | 765 | -14.62 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 4,409 | 0.52 | 1,478 | 2.43 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 3,615 | -13.99 | 1,212 | -12.11 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 47,798 | 22.66 | 16,025 | 25.31 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 5,015 | 47.67 | 1,681 | 50.90 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 330,625 | 2.07 | 110,849 | 4.27 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 13,652 | 78.97 | 4,577 | 82.86 | ||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 2,325 | 779 | ||||||
| 2026-01-23 | 13F | Watershed Private Wealth Llc | 7,672 | 0.17 | 2,572 | 2.35 | ||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 721 | 0.00 | 242 | 2.12 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 436 | -37.36 | 146 | -35.96 | ||||
| 2026-01-26 | 13F | Next Level Wealth Planning, LLC | 46,284 | 0.01 | 15,517 | 2.17 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 2,683 | 0.00 | 918 | 3.97 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 27,621 | -2.84 | 9,261 | -0.74 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 4,162 | 4.42 | 1,395 | 6.65 | ||||
| 2026-01-14 | 13F | EdgeRock Capital LLC | 18,201 | 6.01 | 6,102 | 8.31 | ||||
| 2026-01-29 | 13F | Dupree Financial Group, LLC | 648 | 217 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 54,388 | 2.91 | 18,235 | 5.13 | ||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 116 | 0.00 | 39 | 0.00 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 5,935 | -5.34 | 1,990 | -3.31 | ||||
| 2026-01-23 | 13F | Vested Financial Planning, LLC | 4,416 | 15.78 | 1,481 | 18.31 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 1,850 | -23.49 | 620 | -21.82 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 701 | -12.38 | 235 | -10.69 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 923 | 309 | ||||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 91,664 | 2.23 | 30,732 | 4.44 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 4,604 | 0.00 | 1,544 | 2.19 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 3,072 | 1,030 | ||||||
| 2026-02-06 | 13F | Paradigm Capital Management, LLC/NV | 1,749 | 0.06 | 1 | |||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 7,830 | -0.13 | 2,625 | 2.06 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 1,155 | 243.75 | 387 | 251.82 | ||||
| 2026-01-28 | 13F | Quaker Wealth Management, LLC | 161,000 | -12.00 | 53,978 | -10.10 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 5,117 | 1,716 | ||||||
| 2026-01-22 | 13F | Searcy Financial Services Inc /adv | 4,153 | 0.00 | 1,392 | 2.20 | ||||
| 2026-01-22 | 13F | Roffman Miller Associates Inc /pa/ | 6,927 | 0.79 | 2,323 | 2.97 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 15,578 | 2.42 | 5,112 | 10.60 | ||||
| 2026-01-14 | 13F | Chatham Capital Group, Inc. | 4,900 | 1.77 | 1,643 | 3.92 | ||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 2,350 | -5.96 | 788 | -4.02 | ||||
| 2026-02-10 | 13F | Options Solutions, Llc | 2,721 | 172.10 | 912 | 178.05 | ||||
| 2026-02-06 | 13F | KDT Advisors, LLC | 3,360 | 0.00 | 1,127 | 2.18 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 35,619 | 6.84 | 11,942 | 9.16 | ||||
| 2026-02-11 | 13F | Omnitrust Wealth Management, Inc | 13,238 | 4,438 | ||||||
| 2026-02-03 | 13F | Drucker Wealth 3.0, LLC | 52,386 | -2.74 | 17,564 | -0.64 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 13,347 | 0.11 | 4,475 | 2.26 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 14,512 | 23.38 | 4,866 | 26.04 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 3,003 | 0.23 | 1,007 | 2.34 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 1,990 | -5.91 | 667 | -3.89 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 2,228 | -0.04 | 747 | 2.19 | ||||
| 2026-01-02 | 13F | LBJ Family Wealth Advisors, Ltd. | 3,962 | -18.64 | 1 | 0.00 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 27,397 | 5.20 | 9,186 | 7.48 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 864 | 8.41 | 290 | 10.73 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 151,159 | -0.37 | 50,679 | 1.79 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 11,564 | 29.03 | 3,885 | 31.84 | ||||
| 2026-01-15 | 13F | Bourgeon Capital Management Llc | 3,031 | -3.87 | 1,016 | -1.74 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 11,434 | 0.21 | 3,833 | 2.38 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 3,132 | 68.03 | 1,050 | 71.69 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 742,991 | 48.65 | 249,103 | 51.87 | ||||
| 2026-02-17 | 13F | EFG International AG | 5,514 | 1,849 | ||||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 2,730 | 0.00 | 915 | 2.23 | ||||
| 2026-01-08 | 13F | Sar Wealth Management Group, Llc | 56,067 | -0.71 | 18,798 | 1.44 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 43,305 | 9.34 | 14,519 | 11.40 | ||||
| 2026-01-07 | 13F | Significant Wealth Partners LLC | 1,834 | 0.55 | 615 | 2.68 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 36,644 | 17.01 | 12,286 | 42.73 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 143,019 | 0.58 | 47,950 | 2.76 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 57,762 | -2.11 | 6,079 | -4.42 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 24,473 | 0.16 | 8,205 | 2.33 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 192,403 | 79.72 | 64,507 | 83.61 | ||||
| 2026-02-11 | 13F | Boston Research & Management Inc | 12,380 | 0.00 | 4 | 0.00 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 12,007 | -4.80 | 4,026 | -2.75 | ||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 59,859 | -0.35 | 20,069 | 1.81 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 4,002 | 0.00 | 1,342 | 2.13 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 2,544 | 0.00 | 853 | 2.16 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 1,189 | 0.08 | 399 | 2.31 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 2,905 | 974 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1,961,875 | 13.46 | 636,721 | 12.39 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 11,056 | 24.18 | 3,707 | 26.87 | ||||
| 2026-02-12 | 13F | Rowland & Co Investment Counsel/adv | 4,819 | 45.81 | 1,616 | 48.99 | ||||
| 2026-02-06 | 13F | Fischer Financial Services, Inc. | 4,050 | -2.85 | 1,358 | -0.80 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 3,368 | 0.00 | 1,129 | 2.17 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 52,178 | -9.21 | 17,494 | -7.24 | ||||
| 2026-01-27 | 13F | Vestia Personal Wealth Advisors | 1,986 | -89.14 | 673 | 0.90 | ||||
| 2026-02-11 | 13F | Taylor Hoffman Capital Management LLC | 1,991 | 5.18 | 668 | 7.41 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 316,036 | -0.21 | 103,714 | 7.75 | ||||
| 2026-01-15 | 13F | Nisa Investment Advisors, Llc | 136,128 | 60.21 | 45,640 | 63.22 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 80,576 | 2.25 | 27,015 | 4.46 | ||||
| 2026-02-05 | 13F | Everstar Asset Management, LLC | 11,232 | -0.67 | 3,766 | 1.48 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 9,399 | 98.63 | 3,151 | 103.03 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 38,198 | 0.35 | 12,807 | 2.52 | ||||
| 2026-02-05 | 13F | Flavin Financial Services, Inc. | 4,694 | 16.62 | 1,574 | 19.17 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 305,158 | 2.51 | 102,311 | 4.73 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 602 | 202 | ||||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 118,131 | -0.63 | 39,606 | 1.52 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 1,586 | -2.70 | 532 | -0.56 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 1,661 | 0.00 | 557 | 2.02 | ||||
| 2026-01-26 | 13F | Townsend & Associates, Inc | 692 | 0.00 | 237 | 4.42 | ||||
| 2026-02-13 | 13F | Markin Asset Management, LP | 1,662 | 557 | ||||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 14,060 | -72.33 | 4,714 | -71.73 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 46,771 | 15,681 | ||||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 273 | 63.47 | 92 | 68.52 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 4,406 | 23.59 | 1,477 | 26.35 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 145,901 | 32.76 | 48,917 | 35.63 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 1,847 | -0.16 | 619 | 1.98 | ||||
| 2026-01-13 | 13F | Sendero Wealth Management, LLC | 579,358 | 2.18 | 194,241 | 4.39 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 4,863,654 | -3.36 | 1,630,638 | -1.26 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 225,671 | 2.61 | 75,661 | 4.83 | ||||
| 2026-01-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 27,614 | -11.41 | 9 | -10.00 | ||||
| 2026-01-12 | 13F | Asset Allocation & Management Company, LLC | 209,126 | 8.01 | 70 | 11.11 | ||||
| 2026-01-22 | 13F | Vavra Capital Management, LLC | 3,378 | 1,133 | ||||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 3,729 | 145.01 | 1,250 | 150.00 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 2,123 | 0.00 | 713 | 1.86 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 1,903 | 0.37 | 638 | 2.57 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 1,100 | 0.00 | 369 | 2.22 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 2,009 | -13.37 | 674 | -11.56 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 15,408 | -1.71 | 5,257 | 1.64 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 17,081 | -2.28 | 5,727 | -0.17 | ||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 35,672 | -6.71 | 11,960 | -4.69 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 7,848 | 46.72 | 2,631 | 49.91 | ||||
| 2026-01-12 | 13F | Spinnaker Investment Group, LLC | 12,758 | 0.30 | 4,277 | 2.47 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 21,988 | 11.74 | 7,372 | 14.16 | ||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 698 | 2.95 | 234 | 5.41 | ||||
| 2026-01-09 | 13F | Aurelius Family Office LLC | 10,916 | -0.17 | 3,699 | 3.07 | ||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 40,772 | 13,670 | ||||||
| 2026-01-21 | 13F | Tandem Investment Partners LLC | 13,317 | -8.30 | 4,465 | -6.32 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 4,104 | 0.56 | 1,376 | 2.69 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 1,831 | -94.03 | 614 | -93.87 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 9,771 | 0.27 | 3,276 | 2.41 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 295 | 0.00 | 0 | |||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 1,090 | -3.71 | 366 | -1.88 | ||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 1,120 | -0.44 | 369 | 7.60 | ||||
| 2026-01-12 | 13F | Aurdan Capital Management, LLC | 12,366 | 0.00 | 4,146 | 2.14 | ||||
| 2026-01-22 | 13F | Lee Financial Co | 10,037 | -2.38 | 3,365 | -0.41 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 562 | 0.00 | 188 | 2.17 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 3,283 | 0.00 | 1,101 | 1.85 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 409,500 | 13.28 | 137,293 | 15.73 | |||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 108,525 | 4.91 | 36,385 | 7.18 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 29,845 | 25.19 | 10,006 | 27.90 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 69,400 | 37.70 | 23,268 | 40.68 | |||
| 2026-01-14 | 13F | Verum Partners LLC | 15,097 | -3.21 | 5,062 | -1.11 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 11,070 | 0.04 | 3,711 | 2.20 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 10,411 | -0.54 | 3,490 | 1.63 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 36,565 | 4.71 | 12,543 | 9.45 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 188,350 | 0.72 | 63,148 | 2.90 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 666 | 223 | ||||||
| 2026-02-04 | 13F | JSF Financial, LLC | 998 | 4.50 | 335 | 6.71 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 17,158 | 46.09 | 5,753 | 48.82 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 2,493 | 0.24 | 836 | 2.33 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 130,926 | -0.12 | 89,281 | 2.24 | ||||
| 2026-01-12 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 7,302 | -6.77 | 2,448 | -4.75 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 34,343 | 0.00 | 11,514 | 2.17 | ||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 18,793 | 2.82 | 6,301 | 5.04 | ||||
| 2026-02-03 | 13F | Gateway Investment Advisers Llc | 6,727 | -15.91 | 2,255 | -14.10 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 470 | -2.08 | 158 | 0.00 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 8 | 33.33 | 3 | 100.00 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 6,724 | 0.67 | 2,254 | 2.88 | ||||
| 2026-02-05 | 13F | Johnson & White Wealth Management, LLC | 1,700 | -1.62 | 570 | 0.53 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 2,184 | 6.23 | 732 | 8.61 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 6,682 | 9.65 | 2,240 | 12.06 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 4 | 1 | ||||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 18,065 | -0.89 | 6,057 | 1.25 | ||||
| 2026-01-28 | 13F | Ramiah Investment Group | 31,903 | 5.57 | 10,696 | 7.86 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 511,928 | -1.49 | 167,999 | 6.37 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 2,577 | 0.31 | 871 | 3.57 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 2,545 | -1.32 | 853 | 0.83 | ||||
| 2026-01-09 | 13F | Silvia Mccoll Wealth Management, Llc | 1,162 | 0.00 | 390 | 2.10 | ||||
| 2026-01-26 | 13F | Tribridge Partners Financial LLC | 1,235 | 6.28 | 414 | 8.09 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 15,329 | -31.14 | 5,139 | -29.65 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 11,768 | 38.86 | 3,945 | 41.40 | ||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 727 | -0.68 | 0 | |||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 2,714 | 9.88 | 910 | 12.22 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 11,287 | -2.00 | 3,784 | 0.13 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 79,638 | 26,700 | ||||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 6,810 | -0.07 | 2,283 | 2.10 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 72,119 | 2.55 | 24,179 | 4.77 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 943,855 | 1.15 | 316,446 | 3.34 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 2,551 | -6.69 | 855 | -4.68 | ||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 4,006 | 31.22 | 1 | 0.00 | ||||
| 2026-01-27 | 13F | Rainey & Randall Investment Management Inc. | 819 | 0.00 | 275 | 1.86 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 3,363 | 0.57 | 1 | 0.00 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 2,150 | -1.78 | 721 | 0.28 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 36,382 | 1.38 | 12,198 | 3.58 | ||||
| 2025-11-13 | 13F | Prudential Financial Inc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 315,628 | 20.84 | 105,821 | 23.45 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 1,878 | 630 | ||||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 6,892 | 7.39 | 2,311 | 9.69 | ||||
| 2026-01-22 | 13F | Charter Trust Co | 1,795 | 0.00 | 602 | 2.04 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 2,204 | 739 | ||||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Call | 1,600 | -23.81 | 536 | -22.21 | |||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Put | 1,500 | 0.00 | 503 | 2.03 | |||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 34,482 | 6.03 | 11,561 | 8.32 | ||||
| 2026-02-04 | 13F | Oxbow Advisors, LLC | 7,630 | 0.00 | 2,558 | 2.20 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 1,065 | 357 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 20,721 | 21.91 | 7 | 20.00 | ||||
| 2026-01-29 | 13F | Traub Capital Management LLC | 852 | 0.00 | 286 | 2.15 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 581,804 | 2.15 | 195,061 | 4.75 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 1,386 | 0.95 | 465 | 3.11 | ||||
| 2026-02-13 | 13F | LiftPoint Family Wealth Advisors LLC | 993 | 333 | ||||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100.00 | 1,073 | 5.30 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 1,342 | 450 | ||||||
| 2026-01-23 | 13F | Oxler Private Wealth LLC | 2,049 | 0.00 | 687 | 2.08 | ||||
| 2026-02-02 | 13F | Advanced Asset Management Advisors Inc | 5 | 2 | ||||||
| 2026-01-26 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 1,408 | -6.01 | 472 | -4.07 | ||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 166,995 | 2.79 | 55,989 | 5.02 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 1,654 | -1.55 | 555 | 0.54 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 8,088 | -1.84 | 2,712 | 0.26 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 100 | 0.00 | 34 | 3.13 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 7,420 | 0.00 | 2,488 | 2.18 | ||||
| 2026-01-13 | 13F | Shearwater Capital LLC | 747 | 0.00 | 250 | 2.04 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 408 | 0.00 | 137 | 1.49 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 24 | 2,300.00 | 8 | |||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 379 | 7.98 | 127 | 10.43 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 1,203 | 7.89 | 403 | 10.41 | ||||
| 2026-01-14 | 13F | Eastern Bank | 33,098 | -0.86 | 11,097 | 1.29 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 26,528 | 1.71 | 8,894 | 3.91 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 4,835 | -5.88 | 1,621 | -3.86 | ||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 3,331 | 14.59 | 1,117 | 16.98 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 602 | -29.18 | 202 | -27.96 | ||||
| 2026-01-09 | 13F | Friday Financial | 16,547 | 0.49 | 5,548 | 2.67 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 5,078 | 21.28 | 1,703 | 23.87 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 616 | 207 | ||||||
| 2026-01-14 | 13F | Kaufman Rossin Wealth, LLC | 9,564 | -1.13 | 3,207 | 1.01 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 154,364 | 24.83 | 50,667 | 34.78 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 5,898 | -0.02 | 1,977 | 2.17 | ||||
| 2026-02-12 | 13F | Nuveen, LLC | 157,379 | 28.37 | 52,764 | 31.15 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 2,171,354 | 14.94 | 727,990 | 17.42 | ||||
| 2025-11-12 | 13F | Aletheian Wealth Advisors LLC | 4,198 | -0.02 | 1,378 | 7.92 | ||||
| 2026-01-09 | 13F | Community Trust & Investment Co | 774 | 0.00 | 259 | 1.97 | ||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 867 | 2.12 | 291 | 3.57 | ||||
| 2026-01-27 | 13F | Novem Group | 10,115 | -0.07 | 3,391 | 2.11 | ||||
| 2026-01-23 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 12,702 | -0.56 | 4,259 | 1.57 | ||||
| 2026-01-28 | 13F | Hudson Value Partners, LLC | 22,267 | 8.17 | 7,472 | 10.61 | ||||
| 2026-02-12 | 13F | Andina Capital Management, LLC | 2,303 | 4.92 | 772 | 7.22 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 705 | -0.98 | 242 | 3.43 | ||||
| 2026-01-12 | 13F | Wiser Wealth Management, Inc | 3,815 | -7.09 | 1,279 | -5.05 | ||||
| 2026-02-13 | 13F | Ames National Corp | 10,230 | -0.38 | 3,430 | 1.78 | ||||
| 2026-02-13 | 13F | Sovereign Investment Advisors, LLC | 29,908 | -3.69 | 10,027 | -1.61 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 45,676 | -7.41 | 15,314 | -5.67 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 5,517 | -3.70 | 1,887 | 0.05 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 9,185 | 7.43 | 3,079 | 9.77 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 64 | 0.00 | 21 | 0.00 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 598 | -0.83 | 200 | 1.52 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 758 | -0.39 | 254 | 2.01 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 7,202 | -0.08 | 2,415 | 2.07 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 11,783 | 0.00 | 3,950 | 2.17 | ||||
| 2026-01-15 | 13F | Great Waters Wealth Management | 1,673 | -4.29 | 561 | -2.27 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 94,748 | 4.09 | 31,766 | 6.35 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 43,893 | 0.44 | 14,716 | 2.62 | ||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 3,564 | -9.29 | 1,195 | -7.29 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 3,328 | 11.38 | 1,116 | 13.88 | ||||
| 2026-01-22 | 13F | City Holding Co | 15,574 | -1.02 | 5,221 | 1.12 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 4,699 | 3.00 | 1,609 | 7.41 | ||||
| 2025-10-27 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 1,291 | 0.00 | 433 | 2.13 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 2,330 | -6.16 | 781 | -4.05 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 89 | 30 | ||||||
| 2026-01-12 | 13F | Brucke Financial, Inc. | 713 | -0.97 | 239 | -0.83 | ||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 5,284 | 0.09 | 1,772 | 2.25 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 6,002 | 2,012 | ||||||
| 2026-01-12 | 13F | Ccm Investment Advisers Llc | 779 | 0.00 | 261 | 2.35 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 1,661,237 | 1.12 | 556,963 | 3.31 | ||||
| 2026-02-10 | 13F | Swisher Financial Concepts, Inc. | 46,452 | 3.03 | 15,574 | 5.26 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 17,310 | 49.55 | 5,803 | 52.51 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 11,376 | -7.01 | 3,850 | -3.80 | ||||
| 2026-02-11 | 13F | Hapanowicz & Associates Financial Services, Inc | 672 | -8.32 | 225 | -6.25 | ||||
| 2026-01-23 | 13F | Monarch Capital Management Inc/ | 806 | 0.00 | 270 | 1.89 | ||||
| 2025-10-21 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-10-21 | 13F | BetterWealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-02 | 13F | Syntax Research, Inc. | 1,245 | 0.57 | 417 | 2.71 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 85,598 | -3.25 | 28,698 | -1.16 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 8,186 | -20.69 | 2,744 | -18.98 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 2,982 | 37.29 | 1,000 | 40.31 | ||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 75,916 | 4.27 | 25,452 | 6.23 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 167 | 0.00 | 56 | 1.85 | ||||
| 2026-01-13 | 13F | Norden Group Llc | 1,755 | 0.63 | 589 | 2.80 | ||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 2,660 | 0.23 | 892 | 2.30 | ||||
| 2026-01-28 | 13F | Columbia Asset Management | 25 | 8 | ||||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 3,421 | 7.51 | 1,117 | 6.99 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 1,085 | 31.52 | 364 | 34.44 | ||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 7,470 | 0.00 | 2,504 | 2.16 | ||||
| 2026-01-26 | 13F | Xcel Wealth Management, LLC | 651 | 0.00 | 218 | 2.35 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 14,974 | 0.35 | 5,020 | 2.51 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 20,752 | 4.30 | 6,958 | 6.26 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 1,131 | 2.63 | 379 | 4.70 | ||||
| 2026-02-20 | 13F | Catalyst Investment Management LLC | 1,512 | 507 | ||||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 71,773 | -2.08 | 24,063 | 0.04 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 17,188 | 1.05 | 5,762 | 3.24 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 17,091 | 3.02 | 5,730 | 5.25 | ||||
| 2026-01-14 | 13F | Mirador Capital Partners LP | 1,911 | 12.68 | 641 | 15.11 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 52,879 | -13.87 | 18 | -15.00 | ||||
| 2026-02-14 | 13F | American Trust | 17,350 | 8.93 | 5,817 | 11.29 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 21,008 | 110.69 | 7,044 | 115.25 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 61 | 0.00 | 21 | 0.00 | ||||
| 2026-01-09 | 13F | Park Place Capital Corp | 800 | 0.25 | 268 | 2.29 | ||||
| 2026-01-09 | 13F | Aull & Monroe Investment Management Corp | 1,345 | -0.74 | 451 | 1.35 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 2,066 | 0.00 | 693 | 2.06 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 11,091 | -22.87 | 3,718 | -21.21 | ||||
| 2025-11-07 | 13F | Ade, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | Westend Capital Management LLC | 345 | 56.82 | 116 | 59.72 | ||||
| 2026-01-23 | 13F | Gainplan LLC | 1,069 | 358 | ||||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 3,997 | -3.90 | 1,340 | -1.76 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 41,490 | 6.20 | 13,910 | 17.15 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 4,113 | 0.76 | 1 | 0.00 | ||||
| 2026-01-14 | 13F | Sjbenen Advisory, Llc | 48,155 | 7,701 | ||||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 46,610 | -3.95 | 15,627 | -1.88 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 9,907 | -6.47 | 3,321 | -4.46 | ||||
| 2025-10-23 | 13F | Nestegg Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 17,827 | 0.54 | 5,977 | 2.70 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 104,380 | -3.69 | 34,995 | -1.61 | ||||
| 2025-10-16 | 13F | Precision Wealth Strategies, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 3,864 | 25.82 | 1,295 | 28.60 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 2,011 | -1.85 | 674 | 0.30 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 3,254 | 1,091 | ||||||
| 2026-02-04 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 2,686,800 | 0.00 | 900,803 | 2.16 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 3,055,143 | 3.24 | 1,024,298 | 5.47 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 60,528 | -4.77 | 20,293 | -2.70 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 1,543 | 0.00 | 523 | 3.36 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 5,530 | -48.24 | 1,854 | -42.03 | ||||
| 2026-01-23 | 13F | Schwab Charitable Fund | 4,325 | 59.95 | 1,450 | 63.47 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 8,937 | 2,996 | ||||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 758 | 0.00 | 254 | 2.42 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 917 | -3.58 | 308 | -1.60 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 1,981 | -2.37 | 664 | -0.45 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 6,235 | -37.90 | 2,090 | -36.57 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 30,174 | 10.71 | 10,117 | 13.09 | ||||
| 2026-02-12 | 13F | Advocate Investing Services LLC | 217 | 73 | ||||||
| 2026-02-02 | 13F | Everest Management Corp. | 15,133 | 70.71 | 5,074 | 74.39 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 2,494 | 0.04 | 836 | 2.20 | ||||
| 2026-01-21 | 13F | Canton Hathaway, LLC | 340 | 0.00 | 114 | 0.89 | ||||
| 2026-02-19 | 13F | WealthPoint Financial, LLC | 694 | 233 | ||||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 1,087 | -7.17 | 364 | -5.21 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 15,891 | 5.42 | 5,328 | 7.70 | ||||
| 2026-01-29 | 13F | Solidarilty Wealth, LLC | 4,687 | -0.06 | 1,571 | 1.81 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 8,305 | 4.16 | 2,784 | 6.42 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 550 | -89.31 | 2 | 0.00 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 10,261 | -0.21 | 3,440 | 1.96 | ||||
| 2026-02-11 | 13F | DB&C Advisors, LLC | 1,618 | 542 | ||||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 2,155 | -0.46 | 723 | 1.69 | ||||
| 2026-01-15 | 13F | Elser Financial Planning, Inc | 1,460 | 0.21 | 490 | 1.88 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 65,605 | 22 | ||||||
| 2026-01-14 | 13F | Woodstock Corp | 1,089 | 0.00 | 365 | 2.24 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 17,682 | -6.72 | 5,928 | -4.69 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 1,374 | 4.57 | 461 | 6.73 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 7,109 | -1.56 | 2,383 | 0.55 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 38,580 | -0.13 | 12,935 | -0.77 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 7,901 | 3.57 | 2,649 | 5.79 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 1,788 | 4.26 | 599 | 6.58 | ||||
| 2026-02-17 | 13F | Fortune 45 LLC | 3,620 | 0.56 | 1,217 | 3.40 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 1,423 | 15.60 | 477 | 18.36 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 779 | 1.56 | 261 | 3.98 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 6,370 | 0.68 | 2,136 | 2.84 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 648 | -21.26 | 217 | -19.63 | ||||
| 2026-01-14 | 13F | First County Bank /CT/ | 2,218 | 0.00 | 744 | 2.20 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 37,795 | -3.09 | 12,671 | -1.00 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 3,721 | -1.30 | 1,247 | 0.81 | ||||
| 2026-01-09 | 13F | BOS Asset Management, LLC | 9,255 | -0.97 | 3,103 | 1.14 | ||||
| 2025-10-08 | 13F | Veracity Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-01-28 | 13F | Torray Llc | 742 | 0.41 | 249 | 2.48 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 15,714 | 95.18 | 5,269 | 99.39 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 3,876 | -4.41 | 1,300 | -2.33 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 31,494 | -17.23 | 10,559 | -15.45 | ||||
| 2026-01-23 | 13F | Atala Financial Inc | 25,054 | 1.98 | 8,400 | 4.19 | ||||
| 2026-01-23 | 13F | Parthenon Llc | 5,407 | -3.31 | 1,813 | -1.25 | ||||
| 2026-01-09 | 13F | S.E.E.D. Planning Group LLC | 6,977 | -10.41 | 2,339 | -8.45 | ||||
| 2026-01-28 | 13F | North Point Portfolio Managers Corp/oh | 1,400 | -2.98 | 469 | -0.85 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 718 | 11.32 | 241 | 13.74 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 14,323 | 1.12 | 4,802 | 3.29 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 10 | 3 | ||||||
| 2026-01-28 | 13F | Libra Wealth Llc | 211,271 | 5.27 | 70,833 | 7.55 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 3,985 | 0.03 | 1,336 | 2.14 | ||||
| 2026-01-22 | 13F | Colony Family Offices, LLC | 0 | -100.00 | 0 | |||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 5,412 | -6.01 | 1,776 | 1.49 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 53,389 | 9.98 | 17,900 | 12.36 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 1,455 | 82.10 | 488 | 85.88 | ||||
| 2026-01-15 | 13F | Heirloom Wealth Management | 686 | 230 | ||||||
| 2026-02-06 | 13F | Associated Banc-corp | 46,273 | -16.69 | 15,514 | -14.89 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 727 | 0.00 | 244 | 2.10 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 578,222 | 2.90 | 193,860 | 5.13 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 1,548 | 34.26 | 519 | 37.04 | ||||
| 2026-03-02 | 13F | Amicus Financial Advisors, LLC | 88,046 | 29,519 | ||||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 1,388 | 465 | ||||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 765 | 256 | ||||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 66,149 | 1.48 | 22,178 | 3.68 | ||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 9,644 | -57.08 | 3,233 | -56.16 | ||||
| 2026-02-04 | 13F | Northeast Investment Management | 5,575 | 0.31 | 1,869 | 2.52 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 783 | 1.03 | 262 | 3.15 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2,184,878 | -2.37 | 733,843 | -0.11 | ||||
| 2026-01-06 | 13F | Armstrong Henry H Associates Inc | 4,449 | 0.00 | 1,492 | 2.12 | ||||
| 2026-01-23 | 13F | Paragon Capital Management Inc | 8,082 | 86.57 | 2,710 | 90.64 | ||||
| 2026-01-29 | 13F/A | Stockman Wealth Management, Inc. | 5,102 | 44.61 | 1,710 | 47.80 | ||||
| 2026-01-21 | 13F | Figure 8 Investment Strategies Llc | 1,763 | -1.12 | 591 | 1.03 | ||||
| 2026-02-17 | 13F | Johns Hopkins University | 1,310 | 49.71 | 439 | 52.96 | ||||
| 2026-01-26 | 13F | Code Waechter LLC | 918 | -1.50 | 308 | 0.99 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 6,287 | 0.05 | 2,108 | 2.18 | ||||
| 2025-10-24 | 13F | Aventus Investment Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 420,148 | 5.11 | 140,863 | 7.38 | ||||
| 2026-02-13 | 13F | Winter & Associates, Inc. | 5,113 | 1,714 | ||||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 12,135 | 1.85 | 4,069 | 4.04 | ||||
| 2026-01-09 | 13F | Rf&l Wealth Management, Llc | 15,606 | -0.28 | 5,232 | 1.89 | ||||
| 2026-01-20 | 13F | Prospera Capital Management, LLC | 238,231 | -6.06 | 79,872 | -4.03 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 7,162 | -6.29 | 2,401 | -4.72 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 69,000 | 2.72 | 23,134 | 4.94 | ||||
| 2026-01-23 | 13F | PMG Wealth Management, Inc. | 688 | 9.38 | 231 | 12.20 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 3,283 | -0.06 | 1,101 | 2.04 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 4,765 | 1,598 | ||||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 2,066 | 1.62 | 693 | 3.75 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 52,568 | -0.62 | 17,624 | 1.53 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 3,126 | -24.73 | 1,048 | -23.05 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 4,251 | -1.60 | 1,425 | 0.21 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 39,187 | 0.00 | 0 | |||||
| 2026-02-10 | 13F | Resolute Capital, Llc | 8,497 | 2,849 | ||||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 191,875 | 1.26 | 64,330 | 3.45 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 280 | 0.00 | 94 | 2.20 | ||||
| 2026-01-22 | 13F | Cache Advisors, LLC | 950 | 0.00 | 319 | 2.25 | ||||
| 2026-01-23 | 13F | Sfm, Llc | 7,737 | -4.02 | 2,594 | -1.97 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 58,772 | 29.98 | 19,704 | 32.79 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 1,293 | 0.00 | 434 | 2.12 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 45,390 | -0.53 | 15,218 | 1.62 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 764 | 1.60 | 256 | 3.64 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 2,468 | 0.57 | 827 | 2.73 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 102,635 | -2.38 | 34,410 | -0.27 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 7,846 | 904.61 | 2,631 | 927.34 | ||||
| 2026-02-05 | 13F | S&co Inc | 2,882 | 0.00 | 1 | |||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 61,562 | 12.88 | 21 | 17.65 | ||||
| 2025-11-12 | 13F | Barr E S & Co | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 4,084 | 1,369 | ||||||
| 2026-02-09 | 13F | Narus Financial Partners, LLC | 14,300 | 0.32 | 4,794 | 2.48 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 627 | 0.16 | 210 | 2.44 | ||||
| 2026-01-06 | 13F | Sage Capital Advisors,llc | 4,034 | 4.78 | 1,353 | 7.05 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 1,040 | 2.26 | 349 | 4.50 | ||||
| 2025-11-10 | 13F | Beverly Hills Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 995 | 2.79 | 334 | 5.05 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 6,658 | 74.34 | 2,281 | 82.04 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 17,596 | 1.56 | 5,900 | 3.76 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 3,488 | 106.76 | 1,169 | 111.39 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 9,152 | -3.61 | 3,068 | -1.51 | ||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 8,723 | 11.12 | 2,925 | 13.51 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 12,308 | 1.14 | 4,127 | 3.33 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 24,555 | 2.64 | 8,233 | 4.87 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 12,638 | 2.22 | 4,237 | 4.44 | ||||
| 2026-02-11 | 13F | SAM Advisors, LLC | 305,780 | -1.69 | 102,519 | 0.43 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management LLP | 845 | 40.83 | 283 | 44.39 | ||||
| 2026-02-04 | 13F | Concentrum Wealth Management | 4,596 | 0.00 | 1,541 | 2.12 | ||||
| 2026-01-15 | 13F | ALM First Financial Advisors, LLC | 14,000 | 0.00 | 3,750 | 2.18 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 1,075 | -12.24 | 360 | -10.45 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 354,860 | -1.29 | 118,974 | 0.84 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 6,653 | 0.00 | 2,231 | 2.15 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 264 | 0.00 | 89 | 2.33 | ||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 58,322 | 1.49 | 19,553 | 3.69 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 2,410 | -1.75 | 808 | 0.37 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 14,973 | -0.47 | 5 | 25.00 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 463 | |||||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 68 | 23 | ||||||
| 2026-01-09 | 13F | Baron Financial Group, LLC | 5,959 | -0.67 | 1,998 | 1.47 | ||||
| 2026-02-02 | 13F | Riverstone Advisors, LLC | 3,259 | 0.09 | 1,093 | 2.25 | ||||
| 2026-01-09 | 13F | McCollum Christoferson Group LLC | 1,361 | 0.00 | 456 | 2.24 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 20 | 0.00 | 7 | 0.00 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 3,693 | 32.56 | 1,238 | 35.45 | ||||
| 2026-02-10 | 13F | Chartist Inc /ca/ | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | Wealth Forward, LLC | 976 | 1.35 | 327 | 3.48 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 5,314 | 142.98 | 1,782 | 148.40 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17,154 | 0.78 | 5,751 | 2.97 | ||||
| 2026-01-08 | 13F | Fermata Advisors, LLC | 7,092 | 13.96 | 2,378 | 16.41 | ||||
| 2026-01-22 | 13F | Bnc Wealth Management, Llc | 13,752 | -6.77 | 4,611 | -4.75 | ||||
| 2026-01-20 | 13F | Pine Harbor Wealth Management, LLC | 47,773 | -9.92 | 16,017 | -7.97 | ||||
| 2026-01-07 | 13F | Everpar Advisors Llc | 4,691 | 0.28 | 1,573 | 2.41 | ||||
| 2026-01-20 | 13F | Arta Finance Wealth Management LLC | 39,820 | 13,350 | ||||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 3,910 | 29.47 | 1,311 | 32.19 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 653 | -19.58 | 219 | -18.05 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 3,252,250 | 0.72 | 1,090,382 | 2.90 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 310 | 104 | ||||||
| 2026-02-06 | 13F | Cadence Wealth Management LLC | 1,140 | 10.89 | 382 | 13.35 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 19,267 | 0.04 | 6,323 | 8.01 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 840 | 0.00 | 282 | 2.18 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 315,825 | 153.27 | 105,887 | 158.75 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 8,756 | -46.42 | 2,936 | -45.42 | ||||
| 2025-10-20 | 13F | Weaver Capital Management LLC | Put | 656 | 8.07 | |||||
| 2026-01-08 | 13F | Spartan Planning & Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | J.M. Arbour, LLC | 2,566 | 860 | ||||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 2,582 | -2.01 | 866 | 0.12 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 6,924 | 8.53 | 2,321 | 10.89 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 4,439 | -3.16 | 1,488 | -1.06 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 5,007 | 12.21 | 1,679 | 14.62 | ||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 1,241 | 4.20 | 416 | 6.39 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 8,362 | -1.36 | 2,804 | 0.79 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 501,579 | -23.66 | 168,164 | -23.04 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 5,190 | -1.98 | 2 | 0.00 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 15,387 | 9.63 | 5,159 | 11.94 | ||||
| 2026-01-22 | 13F | Paragon Capital Management Ltd | 1,448 | -2.95 | 486 | -0.82 | ||||
| 2026-01-14 | 13F | Thompson Investment Management, Inc. | 9,542 | 0.01 | 3,199 | 2.17 | ||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 23,253 | 16.13 | 7,796 | 18.66 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 509,439 | 0.07 | 170,800 | 22.08 | ||||
| 2026-01-28 | 13F | Arbor Capital Management Inc /adv | 791 | -5.61 | 270 | -2.54 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 32,628 | -3.34 | 10,939 | -1.25 | ||||
| 2025-12-15 | 13F | Farmers National Bank | 742 | 0.00 | 244 | 8.00 | ||||
| 2026-01-20 | 13F | American National Bank | 2,789 | 0.00 | 935 | 2.19 | ||||
| 2026-01-07 | 13F | KFA Private Wealth Group, LLC | 7,364 | 12.44 | 2,469 | 14.89 | ||||
| 2025-11-14 | 13F | Ebor Charitable Trust | 97,901 | 4.90 | 27,722 | -2.27 | ||||
| 2026-01-26 | 13F | MOKAN Wealth Management Inc. | 1,198 | 402 | ||||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 16 | -72.88 | 5 | -73.68 | ||||
| 2026-01-13 | 13F | Trinity Financial Advisors LLC | 42,058 | -3.52 | 14,101 | -1.71 | ||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 10,904 | -2.92 | 3,656 | -0.84 | ||||
| 2026-01-21 | 13F | Finward Bancorp | 841 | 3.70 | 282 | 5.64 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 99,246 | 48.92 | 22,451 | 2.66 | ||||
| 2026-01-27 | 13F | Oak Harvest Investment Services | 1,955 | 13.14 | 656 | 15.52 | ||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 41,486 | -30.61 | 13,909 | -29.10 | ||||
| 2026-01-27 | 13F | PFG Advisors | 143,238 | -3.18 | 48,023 | -1.08 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-27 | 13F | Northstar Asset Management Llc | 74,936 | 0.97 | 25,124 | 3.15 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 116,165 | 10.66 | 39,561 | 11.52 | ||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 2,494 | 16.11 | 836 | 18.75 | ||||
| 2026-02-24 | 13F | West Virginia University Foundation, Inc | 728,924 | 55.22 | 244,386 | 58.58 | ||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 59,151 | 2.34 | 19,832 | 4.56 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 201,060 | -0.01 | 67,409 | 2.16 | ||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 1,500 | 0.94 | 503 | 3.08 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 4,582 | 1,536 | ||||||
| 2026-01-22 | 13F | Kingsman Wealth Management, Inc. | 3,108 | 0.55 | 1,042 | 2.76 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 210,575 | 3.13 | 71 | 4.48 | ||||
| 2026-01-06 | 13F | Clark Financial Services Group Inc /bd | 1,208 | 6.90 | 409 | 10.54 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 15,971 | 21.67 | 5,354 | 24.31 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 84,653 | -4.10 | 28,382 | -2.02 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 6,293 | -0.11 | 2,110 | 2.03 | ||||
| 2026-02-12 | 13F | Quantum Capital Management, LLC / NJ | 141 | 0.00 | 47 | 2.17 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 2,870 | -1.71 | 962 | 0.42 | ||||
| 2026-02-24 | 13F | Alternative Investment Advisors, LLC. | 704 | 11.92 | 236 | 14.56 | ||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 8,024 | -2.61 | 2,690 | -0.48 | ||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 12,109 | -6.15 | 4,060 | -4.11 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 21,947 | 0.49 | 7,358 | 2.68 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 3,499 | 1 | ||||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 17,375 | 113.61 | 5,825 | 118.25 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 6,783 | 156.25 | 2,274 | 161.98 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 122,059 | 1.23 | 40,923 | 3.42 | ||||
| 2026-01-09 | 13F | GEM Asset Management, LLC | 1,360 | 30.77 | 463 | 35.09 | ||||
| 2026-01-13 | 13F | Balanced Wealth Group Llc | 4,256 | -2.23 | 1,401 | 5.98 | ||||
| 2026-01-20 | 13F | Home Federal Bank Of Tennessee | 729 | -5.81 | 244 | -3.94 | ||||
| 2025-11-13 | 13F | DLD Asset Management, LP | Call | 0 | -100.00 | 0 | ||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 2,548 | 0.43 | 868 | 4.21 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 863 | 0.12 | 289 | 2.48 | ||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 18,482 | -0.54 | 6,196 | 1.34 | ||||
| 2025-11-14 | 13F | NFP Retirement, Inc. | Put | 61 | 0.00 | |||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 1,433 | 4.22 | 480 | 6.43 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 9,097 | -7.77 | 3,050 | -5.75 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 1,883 | 0.05 | 642 | 0.94 | ||||
| 2026-01-27 | 13F | Vision Capital Management, Inc. | 2,745 | 0.00 | 920 | 2.22 | ||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 204,898 | 1.56 | 68,696 | 3.75 | ||||
| 2026-01-30 | 13F | Ellenbecker Investment Group | 1,002 | 11.71 | 336 | 13.95 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 2,421,782 | -18.93 | 811,951 | -17.17 | ||||
| 2026-01-21 | 13F | Palumbo Wealth Management LLC | 2,207 | 740 | ||||||
| 2026-02-09 | 13F | Unified Investment Management | 1,361 | 0.00 | 456 | 2.24 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 1,538 | -6.90 | 516 | -4.98 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 15,294 | -7.11 | 5,128 | -5.37 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 18,703 | 2.52 | 6,271 | 4.73 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 2,256 | -13.96 | 756 | -12.09 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 10,611 | 20.79 | 3,482 | 30.46 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 1,140 | 0.00 | 382 | 2.14 | ||||
| 2026-01-29 | 13F | BKM Wealth Management, LLC | 5,198 | 0.17 | 1,743 | 2.29 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2,067,920 | -2.03 | 693,312 | 0.09 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 648 | 217 | ||||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 3,064 | -10.54 | 1,027 | -8.63 | ||||
| 2026-01-23 | 13F | Mustard Seed Financial, LLC | 715 | -2.85 | 240 | -0.83 | ||||
| 2026-02-14 | 13F | BluePath Capital Management, LLC | 874 | -25.24 | 293 | -23.50 | ||||
| 2026-01-15 | 13F | Hengehold Capital Management Llc | 3,826 | -9.74 | 1,283 | -7.84 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 4,514 | 3.22 | 1,513 | 5.44 | ||||
| 2026-01-29 | 13F | Cornerstone National Bank & Trust Co | 71,029 | 1.90 | 23,814 | 4.11 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 121,148 | 5.67 | 40,617 | 7.96 | ||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 281,603 | -8.31 | 94,413 | -6.33 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 35,525 | 2.23 | 11,911 | 4.45 | ||||
| 2026-02-03 | 13F | Encompass More Asset Management | 7,263 | -46.55 | 2,435 | -45.41 | ||||
| 2026-02-10 | 13F | Factorial Partners, Llc | 18,250 | 54.66 | 6,119 | 58.01 | ||||
| 2026-01-23 | 13F | Bryant Woods Investment Advisors, LLC | 597 | 200 | ||||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 12,540 | -1.91 | 4,204 | 0.21 | ||||
| 2026-01-14 | 13F | Flywheel Private Wealth LLC | 6,430 | -0.22 | 2,156 | 1.94 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 9,025 | 0.00 | 3,026 | 2.16 | ||||
| 2026-01-23 | 13F | SimpliFi, Inc. | 4,977 | -4.29 | 1,669 | -2.23 | ||||
| 2026-02-17 | 13F | Crabel Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-06 | 13F | Collective Family Office Llc | 1,500 | 0.00 | 503 | 2.03 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 11,159 | 10.55 | 3,741 | 12.95 | ||||
| 2026-01-13 | 13F | Regatta Capital Group, Llc | 6,395 | -4.72 | 2,144 | -2.63 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 125,060 | 76.80 | 41,929 | 80.62 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | Put | 4,900 | 0.00 | 1,643 | 2.11 | |||
| 2026-01-14 | 13F | USA Financial Portformulas Corp | 2,029 | -5.98 | 680 | -3.95 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 279,269 | 1,948.03 | 94,315 | 2,008.07 | ||||
| 2026-02-17 | 13F | Obsido Oy | 197,497 | 7.00 | 66,215 | 9.32 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 93,385 | 1.77 | 31,309 | 3.97 | ||||
| 2026-02-04 | 13F | Tepp RIA, LLC | 1,070 | 4.19 | 359 | 6.23 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 2,956 | 0.54 | 991 | 2.80 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 633 | 1,306.67 | 212 | 1,414.29 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 10,352 | 0.42 | 3,471 | 2.60 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 5,019 | 162.23 | 1,683 | 189.50 | ||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 4,501 | 0.00 | 1,509 | 2.17 | ||||
| 2026-01-09 | 13F | jvl associates llc | 146,032 | -0.35 | 48,960 | 1.80 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 11,179 | 498.13 | 3,748 | 511.26 | ||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 739 | 248 | ||||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 1,450 | -1.02 | 486 | 1.25 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 54,834 | -2.20 | 18,384 | -0.09 | ||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 9,435 | -0.43 | 3,163 | 1.74 | ||||
| 2026-02-12 | 13F | Fortress Private Ledger, Llc | 677 | 0.00 | 227 | 1.80 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 1,868 | 24.28 | 626 | 26.98 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 3,669 | 0.99 | 1,230 | 2.93 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 2,585 | -10.15 | 867 | -9.03 | ||||
| 2026-01-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 10,453 | 1,100 | ||||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 2,462 | 0.00 | 825 | 2.23 | ||||
| 2026-01-21 | 13F | Financial Architects, LLC | 80,806 | -1.84 | 27,092 | 0.28 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 1 | 0 | ||||||
| 2026-01-15 | 13F | Polaris Investment Advisors, LLC | 2,745 | 920 | ||||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 859 | 2.02 | 288 | 3.99 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 29,015 | -13.43 | 9,728 | -11.56 | ||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 1,606 | 2.62 | 538 | 4.87 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 3,806 | 4.22 | 1,276 | 6.51 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 876,258 | 8.42 | 293,783 | 10.76 | ||||
| 2026-01-28 | 13F | Wealth Science Advisors LLC | 1,073 | 360 | ||||||
| 2026-01-26 | 13F | Prairiewood Capital, LLC | 3,442 | 1,154 | ||||||
| 2026-01-15 | 13F | Vannoy Advisory Group, Inc. | 26,973 | -4.42 | 9,043 | -2.35 | ||||
| 2026-02-10 | 13F | Chico Wealth RIA | 2,532 | 0.04 | 849 | 2.17 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 2,753 | -7.90 | 923 | -5.92 | ||||
| 2026-01-29 | 13F | Virtus Wealth Solutions LLC | 1,906 | 8.42 | 639 | 10.94 | ||||
| 2026-02-09 | 13F | Eaton Financial Holdings Company, LLC | 7,319 | 6.92 | 2,454 | 9.22 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 2,539,532 | -1.00 | 851,429 | 1.11 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 672 | 0.60 | 225 | 2.74 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 186,480 | -0.11 | 62,521 | 2.05 | ||||
| 2026-01-20 | 13F | Pflug Koory, LLC | 5 | 0.00 | 2 | 0.00 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 348,344 | 0.52 | 116,790 | 2.69 | ||||
| 2026-02-06 | 13F | Wolff Financial Management Llc | 1,192 | -2.13 | 400 | 0.00 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 6,049 | 0.00 | 2,028 | 2.12 | ||||
| 2026-02-02 | 13F | Ironwood Wealth Management, LLC. | 788 | -0.25 | 264 | 1.93 | ||||
| 2026-01-14 | 13F | New England Professional Planning Group Inc. | 2,804 | 0.00 | 940 | 2.17 | ||||
| 2026-02-05 | 13F | Williams & Novak, LLC | 2,125 | -2.48 | 712 | -0.42 | ||||
| 2026-02-12 | 13F | Tull Financial Group, Inc. | 860 | 14.06 | 288 | 16.60 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 16,246 | 214.84 | 669 | -60.54 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 2,910 | -41.02 | 976 | -39.78 | ||||
| 2026-01-02 | 13F | Insight Wealth Strategies, LLC | 783 | 0.26 | 263 | 2.34 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 3,341 | 0.27 | 1,120 | 2.47 | ||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 0 | -100.00 | 0 | |||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 19,242 | 3.35 | 6,451 | 5.58 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 6,936 | -7.62 | 2,325 | -5.60 | ||||
| 2026-01-06 | 13F | RDA Financial Network | 6,908 | -0.69 | 2,316 | 1.49 | ||||
| 2026-01-21 | 13F | Legacy Wealth Management, Inc | 28,195 | -0.05 | 9,453 | 2.11 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 4,062 | -0.61 | 1 | 0.00 | ||||
| 2026-01-12 | 13F | Wealth Management Partners, LLC | 1,555 | 61.31 | 521 | 64.87 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 1,268 | 11.72 | 425 | 14.25 | ||||
| 2026-02-09 | 13F | Churchill Financial Advisors, LLC | 4,353 | 1,459 | ||||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 100,729 | 3.64 | 34 | 6.45 | ||||
| 2026-02-05 | 13F | Halter Ferguson Financial Inc. | 3,081 | 0.42 | 1,033 | 2.58 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 13,855 | 1,059.41 | 4,645 | 1,084.95 | ||||
| 2026-02-17 | 13F | City National Bank Of Florida /msd | 702 | -41.94 | 235 | -40.66 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 5,027 | 3.52 | 1,685 | 5.78 | ||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 34,361 | 10.87 | 11,520 | 13.27 | ||||
| 2026-01-28 | 13F | Outfitter Financial LLC | 10,319 | 0.34 | 3,460 | 2.52 | ||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 17,075 | -0.46 | 6 | 0.00 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 2,903 | -1.99 | 973 | 0.10 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 48,848 | -2.25 | 16,377 | -0.14 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 213 | 0.00 | 71 | 2.90 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 20,665 | -3.32 | 6,928 | -1.23 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 2,867 | -8.31 | 961 | -6.34 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 3,421 | -35.42 | 1,147 | -34.06 | ||||
| 2026-02-10 | 13F | SBI Okasan Asset Management Co.Ltd. | 2,113,640 | 715,235 | ||||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 12,099 | 13.86 | 4,057 | 16.32 | ||||
| 2026-01-15 | 13F | Affinity Wealth Management Llc | 2,088 | 7.63 | 700 | 10.06 | ||||
| 2026-02-09 | 13F | Wellington Shields & Co., LLC | 360 | -16.28 | 121 | -14.89 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 42,202 | -0.62 | 14,149 | 1.25 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 7,616 | -4.35 | 2,553 | -2.26 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 2,989 | -4.04 | 1,002 | 3.51 | ||||
| 2026-01-27 | 13F | Traphagen Investment Advisors Llc | 44,327 | -2.26 | 14,861 | -0.14 | ||||
| 2026-02-09 | 13F | Leeward Financial Partners, LLC | 1,499 | 6.31 | 503 | 8.66 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 10,665 | -4.82 | 3,576 | -2.77 | ||||
| 2026-02-06 | 13F | Kennedy Investment Group | 1,003 | 39.31 | 336 | 42.37 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 19,336 | -1.53 | 6,637 | 2.12 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 13,333 | 38.87 | 4,470 | 41.90 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 195 | 0.00 | 65 | 3.17 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 19,724 | -1.81 | 6,613 | 0.03 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 7,204 | 191.42 | 2,415 | 197.78 |
Other Listings
| US:VTI | US$ 331,41 |
