Estatísticas Básicas
| Proprietários Institucionais | 1438 total, 1432 long only, 0 short only, 6 long/short - change of -1.63% MRQ |
| Alocação Média no Portfólio | 0.3424 % - change of -13.74% MRQ |
| Ações Institucionais (Longas) | 68,379,110 (ex 13D/G) - change of -2.89MM shares -4.74% MRQ |
| Valor Institucional (Longa) | $ 10,240,280 USD ($1000) |
Propriedade Institucional e Acionistas
iShares Trust - iShares Select Dividend ETF (MX:DVY) tem 1438 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 68,379,110 ações. Os maiores acionistas incluem Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., Northern Trust Corp, Royal Bank Of Canada, LPL Financial LLC, Bank of New York Mellon Corp, Jpmorgan Chase & Co, and Envestnet Asset Management Inc .
iShares Trust - iShares Select Dividend ETF (BMV:DVY) 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | MAI Capital Management | 81,582 | -3.37 | 12,352 | 3.67 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 40,358 | -1.44 | 6,111 | 5.73 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 5,908 | -0.10 | 895 | 7.19 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 105 | 0.00 | 16 | 7.14 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 46,179 | 0.00 | 6,992 | 7.27 | ||||
| 2026-04-22 | 13F | Vicus Capital | 1,514 | -20.27 | 229 | -14.55 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1,621 | 0.00 | 229 | -0.87 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 24,194 | 0.25 | 3,663 | 7.55 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 304 | 0.00 | 0 | |||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1,510 | 0.00 | 229 | 7.04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 2,423 | -5.43 | 367 | 1.39 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 10,985 | 0.11 | 1,663 | 7.43 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1,500 | 0.00 | 227 | 7.58 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 41,653 | 4.61 | 6,307 | 12.21 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 887 | 134 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 4,377 | -0.59 | 663 | 6.60 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 1,373 | 0 | ||||||
| 2026-04-29 | 13F | Unified Investment Management | 1,627 | 0.00 | 246 | 7.42 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 1,406 | -69.14 | 213 | -67.03 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 11,012 | 10.27 | 1,667 | 18.31 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 1,633 | 0.00 | 246 | 6.49 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 127 | 0.00 | 19 | 11.76 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 12,527 | 12.26 | 1,909 | 10.22 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 3,650 | 0.11 | 553 | 7.39 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 5,274 | 14.43 | 799 | 22.77 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 248 | 0.00 | 38 | 5.71 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 1,602 | -1.48 | 243 | 5.68 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 1,979 | 0.00 | 300 | 14.12 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 259 | -53.50 | 39 | -50.00 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3,504 | 531 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9,917 | -41.39 | 1,522 | -36.31 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 3,500 | 0.00 | 530 | 7.30 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 2,302 | -36.51 | 349 | -31.90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 4,098 | 0.52 | 621 | 7.83 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1,038 | 0.00 | 157 | 7.53 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 6,952 | 0.12 | 1,053 | 7.35 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1,103,131 | -0.75 | 167,025 | 6.47 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 1,562 | -0.89 | 237 | 6.31 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 14,362 | 4.92 | 2,175 | 12.58 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 10,231 | 2.08 | 1,549 | 9.55 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 478 | 0.63 | 72 | 7.46 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 311,822 | 2.73 | 47,213 | 10.20 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3,644 | 558 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 2,877 | 406 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 13,062 | -0.49 | 1,978 | 6.75 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 1,511 | 0.00 | 229 | 7.04 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 6,448 | 22.84 | 976 | 31.89 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 16,197 | 1.43 | 2,452 | 8.83 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 348 | 0.00 | 53 | 6.12 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5,400 | 49.92 | 818 | 60.83 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,979 | 0.41 | 300 | 7.55 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 5,591 | 0.00 | 847 | 7.22 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 5,420 | 1.92 | 821 | 9.33 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 2,233 | 0.00 | 338 | 7.30 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 2,033 | -12.86 | 0 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 6,485 | -0.86 | 982 | 6.28 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 10,470 | 3.37 | 1,585 | 10.92 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1,845 | 0.71 | 279 | 8.14 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1,480 | -51.65 | 224 | -48.15 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 1,459 | 0.00 | 221 | 7.32 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 184 | 3.37 | 28 | 8.00 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 7,585 | -28.77 | 1,148 | -23.57 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 30,911 | -2.75 | 4,680 | 4.32 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 3,359 | -0.86 | 509 | 6.28 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 1,788 | 0.00 | 271 | 7.14 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13,940 | 128.60 | 1,967 | 127.14 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 76 | 1.33 | 11 | 10.00 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 2,000 | 0.00 | 303 | 7.09 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 315 | 0.00 | 48 | 6.82 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 10,781 | 2.83 | 1,632 | 10.34 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 11,600 | -16.12 | 1,756 | -9.99 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 95,057 | -30.18 | 14,358 | -25.29 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 242,901 | -5.27 | 36,778 | 1.62 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 3,556 | 40.06 | 538 | 50.28 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8,828 | 11.70 | 1,337 | 19.82 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 2,150 | 326 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 251 | -14.33 | 38 | -7.32 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 2,000 | 0.00 | 303 | 7.09 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1,888 | 8.19 | 286 | 15.85 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 9,694 | 18.67 | 1,468 | 27.23 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2,515 | -0.24 | 381 | 7.04 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 53,154 | 29.13 | 7,947 | 36.80 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4,814 | -0.23 | 729 | 6.90 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 3,685 | 8.38 | 520 | 7.66 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2,360 | 0.30 | 357 | 7.53 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1,569 | 9.49 | 238 | 17.33 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 109,595 | -9.15 | 16,594 | -2.55 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 9,951 | 33.25 | 1,512 | 43.45 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2,512 | 0.00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 19,187 | 2.69 | 2,905 | 10.16 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 10,611 | -0.14 | 1,607 | 7.14 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4,366 | 0.00 | 661 | 7.31 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 4 | 0.00 | 1 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 30,203 | 5.63 | 4,573 | 13.31 | ||||
| 2026-01-23 | 13F | First PREMIER Bank | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 1,595 | 0.13 | 241 | -3.21 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 23,664 | -2.60 | 3,583 | 4.46 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 53,087 | 19.75 | 8,038 | 28.46 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 21,145 | 1.69 | 3,202 | 9.10 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1,094 | 0.00 | 166 | 7.14 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8,215 | 2.11 | 1,244 | 9.52 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 4,948 | 0.00 | 749 | 7.31 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 31,542 | -5.48 | 4,776 | 1.38 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 2,210 | 99 | ||||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 1,944 | 0.00 | 294 | 7.30 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 2,283 | 0.00 | 346 | 7.14 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 6,157 | -1.12 | 932 | 6.15 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 89,086 | -6.14 | 13,489 | 0.69 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5,906 | -0.29 | 903 | 2.27 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 19,964 | 48.52 | 3,023 | 59.30 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 7,997 | 0.36 | 1,211 | 7.65 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 8,255 | 14.64 | 1,250 | 22.93 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 2,169 | 328 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 135,137 | 0.87 | 20,461 | 8.22 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1,378 | -26.58 | 209 | -21.21 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3,064 | 0.10 | 464 | 7.42 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1,211 | 0.00 | 183 | 7.65 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 3,370 | 0.00 | 510 | 7.37 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 485,314 | 27.19 | 73,510 | 36.43 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 6,980 | 0.00 | 1,047 | 5.54 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 9,064 | 0.00 | 1,372 | 7.27 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 1,519 | -0.91 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3,255 | 589.62 | 492 | 643.94 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 6,895 | 13.65 | 1,044 | 21.85 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 49 | 0.00 | 7 | 16.67 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 22,961 | 4.63 | 3,241 | 3.91 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1,643 | 0.00 | 249 | 7.36 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 2,036 | 0.00 | 308 | 7.32 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 2,972 | 1.92 | 450 | 8.43 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 14,690 | 37.28 | 2,224 | 47.28 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 9,550 | -4.15 | 1,446 | 2.77 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 766 | -18.07 | 116 | -12.21 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 11,400 | -33.72 | 1,726 | -28.88 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 88 | 0.00 | 13 | 8.33 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 34,126 | 5,167 | ||||||
| 2026-05-13 | 13F | Fogel Capital Management, Inc. | 2,345 | 0.00 | 355 | 7.58 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 13,429 | 0.99 | 2,033 | 8.37 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 2,076 | 0.00 | 314 | 7.17 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 14,670 | -3.38 | 2,221 | 3.69 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2,241 | 0.00 | 339 | 7.28 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 8,969 | 0.00 | 1,358 | 7.27 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1,358 | 206 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 6,128 | -34.78 | 865 | -35.28 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 19,580 | 0.62 | 3 | 0.00 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 184,182 | -63.58 | 27,887 | -60.93 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 1,820 | -14.15 | 276 | -8.03 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 6,443 | -33.53 | 976 | -28.73 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4,260 | -1.16 | 645 | 6.09 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 343 | 0.00 | 52 | 6.25 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 2,617 | -12.97 | 0 | |||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 3,997 | -0.97 | 605 | 6.33 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1,354 | -4.65 | 205 | 0.99 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 28,112 | -5.67 | 4,256 | 1.19 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 31,840 | 222.66 | 5 | 300.00 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2,854 | -2.46 | 432 | 4.85 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 15,570 | -13.36 | 2,357 | -7.06 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 14,206 | 0.06 | 2,151 | 7.34 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 993 | 0.00 | 150 | 7.14 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 176,755 | 8.92 | 27 | 18.18 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 2,548 | 0.00 | 386 | 7.24 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 154 | 0.00 | 23 | 9.52 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1,721 | 0.00 | 261 | -2.62 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 15,749 | 2.16 | 2,385 | 9.61 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8,571 | 0.55 | 1,298 | 7.28 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2,024 | 32.81 | 306 | 42.33 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 9,462 | 0.34 | 1,433 | 7.67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5,274 | 94.33 | 798 | 108.36 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3,294 | 0.00 | 499 | 7.33 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4,080 | 6.67 | 618 | 14.47 | ||||
| 2026-04-14 | 13F | Legacy Trust | 7,835 | 0.00 | 1,186 | 7.33 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 4,392 | 0.00 | 665 | 7.43 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 13,493 | 1.80 | 2,043 | 9.20 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 100 | 0.00 | 15 | 7.14 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9,536 | 1.12 | 1,444 | 8.50 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 23,315 | 0.03 | 3,530 | 7.33 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 15,231 | 1.80 | 2,150 | 0.94 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 18,191 | -1.61 | 2,754 | 5.56 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 31,760 | 0.74 | 4,809 | 8.07 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 1,599 | -16.89 | 242 | -10.70 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 3,551 | -4.05 | 538 | 2.87 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 98 | 0.00 | 15 | 7.69 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 20,772 | 4.49 | 3,145 | 12.12 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 9,395 | 0.00 | 1,422 | 7.24 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 6,843 | -5.52 | 1,036 | 1.37 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 4,296 | -0.88 | 650 | 6.38 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 4,902 | 0.00 | 742 | 7.38 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 39,372 | -0.40 | 5,961 | 6.85 | ||||
| 2026-01-29 | 13F | Comerica Bank | 427,919 | -1.24 | 60,396 | -1.91 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1,127 | 0.00 | 0 | |||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2,713 | -50.00 | 411 | -47.90 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 27 | 0.00 | 4 | 0.00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,908 | 4.34 | 895 | 11.89 | ||||
| 2026-05-08 | 13F | Dale Q Rice Investment Management Ltd | 6,257 | -0.43 | 947 | 6.88 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1,364 | 206 | ||||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 1,450 | 0.76 | 220 | 7.88 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 1,640 | 0.00 | 248 | 7.36 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 497 | 0.00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 16,925 | -0.08 | 2,563 | 7.20 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18,804 | -11.80 | 3 | -33.33 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4,456 | 0.00 | 675 | 7.32 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 10,495 | 8.64 | 1,589 | 16.58 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Cabana Llc | 5,772 | -15.29 | 874 | -9.05 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 2,383 | -0.75 | 361 | 6.51 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 54,073 | -16.49 | 8,187 | -10.41 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 8,571 | 15.25 | 1,298 | 23.64 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 283,465 | -0.69 | 42,919 | 6.54 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 5,000 | 0.00 | 757 | 7.38 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 660 | 0.00 | 100 | 6.45 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8,270 | -0.28 | 1,252 | 7.01 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 11,940 | -15.72 | 1,808 | -9.60 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 3,347 | 0.00 | 507 | 7.20 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 2,613 | 0.19 | 396 | 7.34 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1,247 | 0.73 | 189 | 8.05 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 2,784 | -2.93 | 421 | 4.21 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4,006 | -4.05 | 607 | 2.89 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 16,656 | 0.00 | 2,522 | 7.28 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 250 | 0.00 | 38 | 5.71 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 768,498 | -1.45 | 116,358 | 5.72 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 1,350 | 204 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3,190 | -1.27 | 483 | 5.70 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 4,712 | 0.00 | 713 | 7.22 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 3,154 | 0.67 | 478 | 7.92 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 2,285 | 0.00 | 346 | 7.14 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 1,395 | 211 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 300 | 0.00 | 45 | 7.14 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 21,419 | -8.84 | 3,243 | -2.20 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Peoples Bank/KS | 14,638 | 2.20 | 2,216 | 9.65 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 2,797 | -0.18 | 424 | 7.09 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5,795 | 0.00 | 877 | 7.34 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 9,809 | 0.00 | 1,485 | 7.30 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 71,361 | 5.12 | 10,805 | 12.76 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 750 | 114 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 104,112 | -0.52 | 15,764 | 6.72 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 79,441 | 22.90 | 12,028 | 31.84 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 28,455 | -2.53 | 4,308 | 4.56 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 4,745 | 0.30 | 670 | -0.45 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1,638 | 0.00 | 248 | 7.36 | ||||
| 2026-02-13 | 13F | Diametric Capital, LP | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 2,791 | 423 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 1,531 | -7.83 | 232 | -1.28 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 1,450 | 0.00 | 220 | 7.35 | ||||
| 2026-05-11 | 13F | Commerce Bank | 280,769 | 1.89 | 42,511 | 9.30 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 6,835 | -8.89 | 1,035 | -2.27 | ||||
| 2026-05-11 | 13F | United Bank | 2,399 | 0.00 | 363 | 7.40 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 2,388 | 1.23 | 362 | 8.41 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 5,804 | 0.00 | 879 | 7.20 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 8,228 | -0.93 | 1 | 0.00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 238,781 | 8.18 | 36 | 16.13 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 1,533 | -8.31 | 232 | -1.28 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3,994 | 0.00 | 605 | 7.28 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 9,370 | 17.94 | 1,419 | 26.49 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 2,533 | 0.00 | 384 | 7.28 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 257 | 0.78 | 39 | 5.56 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 119,877 | 1.35 | 18,151 | 8.72 | ||||
| 2026-05-11 | 13F | Karnit Road Accident Victims Compensation Fund | 2,170 | 0.00 | 329 | 7.19 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 21,817 | 149.39 | 3,303 | 167.67 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 23,237 | -18.71 | 3,518 | -12.79 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 466,225 | 11.47 | 65,805 | 10.72 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 1,403 | 212 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2,271 | -1.35 | 344 | 5.86 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 5,716 | 0.00 | 865 | 7.32 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 18,170 | -0.73 | 3 | 0.00 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 1,567 | 0.00 | 237 | 7.24 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1,335 | 202 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 58,375 | -4.86 | 8,839 | 1.38 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 2,275 | 0.00 | 344 | 7.17 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 1,628 | 0.00 | 246 | 7.42 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8,300 | 28.28 | 1,257 | 37.57 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 1,345 | 204 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 31,425 | -0.25 | 4,758 | 7.02 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 31,180 | -14.55 | 4,721 | -8.35 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 50,091 | -2.88 | 7,584 | 4.19 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 2,333 | 0.00 | 353 | 7.29 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2,083 | 6.33 | 315 | 14.13 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 2,475 | 0.00 | 375 | 7.16 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 4,309 | -4.46 | 652 | 2.52 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 18,872 | 0.00 | 2,857 | 7.29 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 3,525 | 2.17 | 534 | 9.67 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 2,351 | 25.65 | 356 | 34.47 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 3,643 | -8.65 | 552 | -1.96 | ||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 1,400 | 212 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 372 | -28.05 | 56 | -22.22 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 11,383 | 0.00 | 1,724 | 7.29 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 12,874 | -2.79 | 1,949 | 4.28 | ||||
| 2026-05-07 | 13F | First National Trust Co | 8,241 | -2.66 | 1,248 | 4.44 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 7,905 | -22.71 | 1,197 | -17.12 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 12,829 | -0.12 | 1,942 | 7.17 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 195 | 0.00 | 0 | |||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 45,808 | -15.47 | 7,003 | -13.23 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1,779 | 0.00 | 269 | 7.17 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3,808,227 | 0.01 | 576,604 | 7.28 | ||||
| 2026-05-15 | 13F | Family Management Corp | 131 | 0.00 | 20 | 5.56 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 3,641 | 32.40 | 551 | 42.01 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 1,561 | 0.00 | 236 | 7.27 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 261 | 0.00 | 40 | 8.33 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3,777 | -5.03 | 572 | 1.06 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1,351 | 204 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 406 | 0.74 | 0 | |||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 1,353 | 205 | ||||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1,627 | 0.49 | 246 | 7.89 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 5,104 | -0.29 | 773 | 6.93 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 10,998 | -15.96 | 1,650 | -10.67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 6,173 | 0.18 | 935 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 20,749 | -17.10 | 3,142 | -11.07 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 18,081 | -48.51 | 2,738 | -44.77 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1,211 | 0.00 | 183 | 7.65 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 3,013 | 0.00 | 456 | 7.29 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3,606 | 0.03 | 546 | 7.28 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 860 | 0.00 | 130 | 7.44 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 21,911 | 0.00 | 3,318 | 7.28 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 1,350 | 0.82 | 204 | 7.94 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 12,105 | 45.93 | 1,833 | 56.58 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 1,975 | 0.00 | 299 | 7.55 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 5,115 | -13.31 | 774 | -6.97 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 10,795 | 0.00 | 1,635 | 7.29 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 1,789 | 271 | ||||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 305 | 0.00 | 46 | 6.98 | ||||
| 2026-05-06 | 13F | CNB Bank | 1,102 | 0.00 | 167 | 7.10 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 1,498 | 0.54 | 227 | 7.62 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 98,520 | 0.67 | 14,917 | 7.99 | ||||
| 2026-04-24 | 13F | United Community Bank | 4,310 | -24.65 | 653 | -19.21 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26,259 | -5.07 | 4 | 0.00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 50,495 | 2.68 | 7,645 | 10.16 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 1,592 | 0.00 | 241 | 7.59 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 1,356 | 205 | ||||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 2,051 | 2.14 | 311 | 9.54 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 63 | -24.10 | 10 | -18.18 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7,475 | -0.57 | 1,132 | 6.60 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2,867 | 0.31 | 434 | 7.69 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 387 | 452.86 | 59 | 544.44 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 16,825 | 19.20 | 2,547 | 27.86 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 5,253 | 0.00 | 795 | 7.29 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 3,819 | 0.00 | 578 | 7.24 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1,251 | 189 | ||||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 4,545 | 0.00 | 688 | 7.33 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 1,380 | -2.13 | 209 | 4.00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4,630 | 0.30 | 701 | 7.53 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 20,998 | 0.13 | 3,179 | 7.43 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 62,958 | 3.06 | 9,532 | 10.55 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7,962 | 0.00 | 1,206 | 7.30 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 2,169 | 1.50 | 328 | 8.25 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 67,700 | 10,250 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 17,538 | 0.00 | 2,475 | 0.00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 23,029 | 1.39 | 3,487 | 8.77 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 2,021 | 0.00 | 306 | 7.37 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 13,130 | -1.29 | 1,988 | 5.91 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 2,500 | 0.00 | 379 | 7.39 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 213,855 | 11.80 | 32,380 | 19.93 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 10,415 | -1.33 | 1,577 | 5.84 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 2,929 | 0.76 | 444 | 8.05 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 45,680 | 1,032.66 | 2,589 | 351.83 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 18,305 | 9.27 | 2,772 | 17.22 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1,481 | 0.00 | 224 | 7.69 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 3,390 | 0.00 | 513 | 7.32 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 1,988 | 15.65 | 305 | 26.03 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 3,590 | 0.00 | 544 | 7.31 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 21,761 | 1.18 | 3,295 | 8.53 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 109,170 | 3.06 | 16,529 | 10.56 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 880 | 133 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 1,559 | 0.00 | 236 | 7.27 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6,943 | 0.22 | 1,051 | 7.57 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 9,375 | -8.67 | 1,419 | -2.00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 21,684 | -1.25 | 3,283 | 5.94 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 54,068 | 0.00 | 8,186 | 7.27 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6,623 | 24.66 | 1,011 | 34.98 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 4,016 | 30.22 | 608 | 39.77 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2,275 | -3.56 | 344 | 3.61 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 142,176 | -15.70 | 21,527 | -9.57 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 19,019 | 0.00 | 2,880 | 7.27 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 42 | 0.00 | 6 | 0.00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 61 | -45.05 | 9 | -46.67 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 11,751 | -2.98 | 1,779 | 4.10 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 11,641 | 0.95 | 1,763 | 8.30 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 15,823 | 0.71 | 2,396 | 8.03 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 3,105 | -7.95 | 470 | -1.26 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 1,867 | -25.88 | 283 | -20.56 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 1,795 | 6.72 | 272 | 14.35 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 3,548 | -2.77 | 476 | -7.57 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 5,472 | 14.93 | 829 | 23.40 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 730 | 0.00 | 111 | 6.80 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1,397 | -31.05 | 212 | -25.96 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 2,816 | 26.56 | 426 | 35.67 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 14,330 | -0.45 | 2,170 | 6.79 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 2,250 | 0.00 | 341 | 7.26 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 8,963 | 0.50 | 1,357 | 7.87 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 1,232 | 0.00 | 187 | 7.51 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 2,045 | 157.23 | 310 | 175.89 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 823 | 0.00 | 125 | 6.90 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1,536,717 | -6.67 | 230,554 | -0.79 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 1,495 | 4.55 | 229 | 12.81 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 6,228 | 943 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1,938 | 53.08 | 293 | 64.61 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 8,527 | 0.08 | 1,291 | 7.40 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 3,016 | 457 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 3,557 | 0.57 | 539 | 6.75 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 2,607 | 20.86 | 395 | 29.61 | ||||
| 2026-04-08 | 13F | KWB Wealth | 1,670 | 0.00 | 236 | 0.00 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 494 | 0.00 | 75 | 7.25 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 58,960 | 0.03 | 8,322 | -0.64 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 13,745 | -9.76 | 2,081 | -3.16 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 12,222 | 23.62 | 1,851 | 32.62 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 175 | 0.00 | 26 | 8.33 | ||||
| 2026-04-23 | 13F | American National Bank | 251 | 0.00 | 38 | 8.57 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 3,106 | 470 | ||||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 800 | -22.63 | 121 | -16.55 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 2,389 | 0.84 | 362 | 8.08 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 5,097 | -0.59 | 772 | 6.64 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 1,400 | 212 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 12,741 | -6.32 | 1,929 | 0.52 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 1,900 | 0.00 | 288 | 7.09 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 47,269 | 5.02 | 7,157 | 12.67 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8,065,913 | -1.28 | 1,221,260 | 5.91 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 2,278 | 1.70 | 345 | 8.86 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 9,451 | 0.37 | 1,431 | 7.68 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 30,025 | 4,546 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 128 | 0.00 | 19 | 5.56 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 8,819 | 4.31 | 1,335 | 11.90 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 31,287 | -0.49 | 4,737 | 6.76 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 6,575 | 0.00 | 996 | 7.34 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 10,520 | 27.05 | 1,593 | 36.30 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 7,297 | -0.88 | 1,105 | 6.26 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 28,683 | -34.11 | 4,343 | -29.32 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1,347 | 204 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1,351 | 205 | ||||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 16,920 | -2.03 | 2,562 | 5.09 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 5,034 | 0.04 | 762 | 7.32 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 6,378 | 0.08 | 966 | 7.34 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 13,969 | -3.18 | 2,115 | 3.88 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 1,593 | 0.76 | 241 | 8.07 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 1,808 | 0.00 | 275 | 4.18 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 2,600 | 394 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 669 | 0.60 | 101 | 8.60 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 46,932 | -0.06 | 7,106 | 7.20 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 6,422 | -6.21 | 972 | 0.62 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 799 | -3.50 | 121 | 3.45 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 29,557 | 2.22 | 4,475 | 9.65 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 163,287 | -23.03 | 23,595 | -23.36 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1,346 | 204 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3,506,722 | -1.33 | 530,953 | 5.85 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 27,700 | 32.54 | 4,194 | 42.22 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 55,941 | -7.72 | 8,470 | -1.01 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 24 | -31.43 | 4 | -25.00 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 28,804 | 0.06 | 4,361 | 7.36 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 21,250 | 0.00 | 3,217 | 7.27 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2,110 | 49.75 | 319 | 61.11 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 1,500 | 0.00 | 227 | 7.58 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 10,390 | -67.75 | 1,573 | -65.41 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1,981 | 0.00 | 0 | |||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 106,014 | 0.31 | 16,052 | 7.61 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2,135 | 1.18 | 323 | 8.75 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 2,578 | -7.30 | 0 | |||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 16,308 | 0.00 | 2,469 | 7.30 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 5,188 | 0.00 | 786 | 7.24 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 10,321 | -8.86 | 1,563 | -2.25 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1,595 | 0.00 | 241 | 7.11 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 5,787 | 0.52 | 876 | 7.88 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 4,695 | 0.00 | 711 | 7.25 | ||||
| 2026-04-27 | 13F | Fairfield Financial Advisors, LTD | 2,142 | -10.49 | 324 | -3.86 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 19,892 | -1.83 | 3,012 | 5.32 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 4,889 | 2.93 | 740 | 5.41 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3,245 | -3.97 | 491 | 3.15 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 5,679 | 0.19 | 860 | 7.51 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 3,015 | 1.86 | 457 | 9.35 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | First Western Trust Bank | 2,386 | 12.76 | 361 | 21.14 | ||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 1,628 | 0.00 | 246 | 7.42 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 2,590 | 0.00 | 392 | 7.40 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 10,668 | -1.42 | 1,615 | 5.76 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 1,351 | 205 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 35,756 | 17.41 | 5,047 | 17.40 | ||||
| 2026-05-12 | 13F | Private Capital Advisors, Inc. | 13,975 | 0.00 | 2,116 | 7.25 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 10,872 | -7.25 | 1,646 | -0.48 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 11,968 | 0.00 | 1,812 | 7.28 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 2,006 | 33.73 | 304 | 43.60 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 150 | 0.00 | 23 | 4.76 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 4,289 | 0.00 | 654 | 7.93 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 17,116 | 42.51 | 2,592 | 52.86 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 29,209 | 75.82 | 4,423 | 88.65 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 103,168 | 3.92 | 15,621 | 11.48 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 42,468 | -1.04 | 6,430 | 6.16 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 3,700 | 0.00 | 560 | 6.87 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4,981 | -33.96 | 754 | -29.14 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2,967 | 3.49 | 449 | 11.14 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 1,399 | -26.33 | 212 | -21.27 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2,578 | 391 | ||||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 1,729 | 0.00 | 262 | 6.97 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 11,487 | -5.67 | 1,739 | 1.22 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 272 | -28.61 | 41 | -25.93 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 25 | 0.00 | 4 | 0.00 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 1,180 | 0.00 | 179 | 7.23 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 548 | 82.67 | 77 | 83.33 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 2,191 | -43.72 | 332 | -39.71 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 1,865 | 282 | ||||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 1,743 | 0.00 | 246 | 0.00 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 389 | 0.00 | 59 | 7.41 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 6,903 | -2.27 | 1,045 | 4.92 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 206 | 1.48 | 31 | 10.71 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 1,000 | 0.00 | 151 | 7.09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 52,313 | -3.57 | 7,921 | 113,042.86 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 642 | 0.00 | 97 | 7.78 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 1,900 | -3.06 | 288 | 3.99 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 2,928 | -6.84 | 443 | 0.00 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 776 | 2.65 | 110 | 1.87 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 9,726 | 0.10 | 1,473 | 7.37 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 6,184 | 0.00 | 1 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 10,518 | 0.68 | 1,593 | 8.01 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 4,323 | -3.35 | 661 | 0.00 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 4,771 | 0.06 | 722 | 7.44 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20,320 | -6.15 | 3,077 | 0.69 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 115 | 17 | ||||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 6,165 | 933 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 176 | 0.00 | 27 | 8.33 | ||||
| 2026-05-28 | 13F | Challenger Wealth Management | 9,884 | 0.00 | 1,497 | 7.24 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 26,386 | 3,995 | ||||||
| 2026-04-20 | 13F | First American Bank | 2,050 | 0.00 | 310 | 7.27 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1,163 | 0.00 | 176 | 7.32 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 10,367 | -3.11 | 1,570 | -1.20 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 43,418 | 3.60 | 6,574 | 11.12 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 14,984 | -36.56 | 2,269 | -31.95 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 128,315 | -2.01 | 19,428 | -3.87 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2,405 | 0.00 | 364 | 7.37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 331,481 | -0.02 | 50,189 | 7.25 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 925 | 0.00 | 140 | 7.69 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 203 | 0.00 | 31 | 7.14 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 12,590 | 32.60 | 1,906 | 42.24 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 5,151 | -55.29 | 780 | -52.06 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 8,712 | 0.00 | 1,319 | 7.32 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 4,117 | 623 | ||||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 2,329 | 0.00 | 353 | 7.32 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 7,390 | -5.13 | 1,119 | 1.73 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5,014 | 3.02 | 759 | 10.64 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 10,498 | -8.75 | 1,589 | -2.09 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 14,549 | -5.01 | 2,203 | 1.90 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 2,450 | -80.53 | 371 | -79.15 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 1,680 | 0.00 | 254 | 7.17 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 3,354 | -1.44 | 508 | 5.83 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 189,696 | -0.46 | 28,722 | 6.78 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2,823 | 16.51 | 427 | 24.85 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 2,139 | 22.23 | 324 | 31.30 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Sfam, Llc | 1,360 | 0.00 | 206 | 7.33 | ||||
| 2026-04-24 | 13F | Bayban | 675 | 0.00 | 102 | 7.37 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 18,283 | 0.09 | 2,778 | 4.83 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 21,080 | -0.31 | 3,210 | -2.31 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 2,531 | -3.43 | 383 | 3.79 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4,618 | 19.92 | 699 | 28.73 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 1,799 | -33.81 | 272 | -28.98 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11,594 | -19.36 | 1,755 | -13.50 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 69,172 | -20.64 | 10,473 | -14.87 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 1,050 | 0.00 | 159 | 6.76 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 3,382 | 25.58 | 512 | 34.74 | ||||
| 2026-05-15 | 13F | Fmr Llc | 193,751 | 15.01 | 29,336 | 23.38 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 1,394 | 211 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 4,420 | -3.24 | 669 | 3.88 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 29,783 | -0.82 | 4,509 | 6.39 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 151,168 | -11.28 | 22,888 | -4.82 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 4,075 | -12.83 | 617 | -6.53 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 633 | 0.00 | 96 | 6.74 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 358 | -10.05 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 1,836 | 0.00 | 278 | 6.95 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 579 | 0.00 | 88 | 7.41 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 3,547 | -8.37 | 537 | -1.65 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 3,998 | 6.90 | 605 | 14.80 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 6,767 | -1.28 | 1,025 | 5.89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 165,919 | 41.78 | 25,122 | 52.10 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 6,294 | 0.00 | 953 | 7.21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2,696 | 0.00 | 408 | 7.37 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 3,807 | 6.43 | 576 | 14.29 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 2,495 | 0.00 | 378 | 7.10 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 1,617 | 245 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 16,728 | -3.92 | 3 | 0.00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 4,526 | 5.85 | 685 | 13.60 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 2,710 | 0.00 | 412 | 3.79 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1,099,024 | -3.20 | 166,403 | 3.85 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 7,534 | 27.07 | 1,141 | 36.36 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 3,106,667 | 1.66 | 470,380 | 9.06 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 38,433 | -1.27 | 5,819 | 5.92 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 34,122 | 361.42 | 4,816 | 358.57 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 123,757 | 3.61 | 18,738 | 11.15 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 5,686 | 0.00 | 861 | 7.23 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 1,573 | -1.44 | 238 | 5.78 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 137,997 | -6.68 | 20,894 | 0.11 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 14,753 | 2.82 | 2,234 | 10.27 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 2,598 | -84.46 | 393 | -83.34 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 6,618 | -3.03 | 1,002 | 4.05 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 2,374 | -2.47 | 359 | 4.66 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 13,318 | 1.07 | 2,016 | 8.45 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 11,522 | -3.56 | 1,745 | 3.44 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 795 | 120 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 645,684 | 178.58 | 97,763 | 198.86 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1,340 | 203 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,168 | 34.56 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 1,801 | 0.06 | 272 | 7.09 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 4,199 | -1.52 | 636 | 5.66 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 3,044 | -1.62 | 461 | 5.50 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 7,740 | 0.14 | 1,172 | 7.43 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13,458 | 16.88 | 2,038 | 25.35 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 3,426 | -4.14 | 519 | 2.78 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 14,245 | -1.08 | 2,157 | 6.10 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 410 | 62 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 3,000 | 0.00 | 454 | 7.33 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 27,883 | 0.00 | 4,222 | 7.27 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 1,906 | -12.61 | 289 | -6.19 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 32,734 | 8.75 | 4,956 | 16.67 | ||||
| 2026-01-07 | 13F | KFA Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 2,734 | 0.00 | 414 | 7.27 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 2,197 | -5.30 | 333 | 1.53 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 1,793 | -45.07 | 271 | -41.09 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 11,846 | -0.01 | 1,794 | 7.24 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 20 | 5.26 | 3 | 0.00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 2,936 | 0.48 | 445 | 7.77 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14,754 | 21.30 | 2,224 | 29.60 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3,007 | 5.55 | 455 | 13.18 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 952 | -38.74 | 144 | -34.25 | ||||
| 2026-04-20 | 13F | City State Bank | 490 | -7.55 | 74 | 0.00 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2,533 | 384 | ||||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 3,275 | 0.00 | 496 | 7.14 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 2,550 | 0.00 | 386 | 7.52 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 124,552 | 3.10 | 18,858 | 10.60 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 29,303 | -2.07 | 4,437 | 5.04 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 14,288 | -0.01 | 2,176 | 7.89 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 17,673 | 0.00 | 2,676 | 7.26 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 505 | 0.00 | 76 | 7.04 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 1,452 | 0.28 | 220 | 7.35 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 495 | 0.00 | 75 | 7.25 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 75,016 | 15.27 | 11,358 | 23.66 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 13,916 | -11.55 | 2 | 0.00 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 2,318 | 351 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 30,640 | 0.57 | 4,617 | -3.05 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 34,831 | 8.11 | 5,274 | 15.97 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 6,304 | -1.97 | 954 | 5.18 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 6,000 | 50.00 | 908 | 60.99 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 354 | 0.85 | 54 | 0.00 | ||||
| 2026-01-13 | 13F | FSA Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 41,385 | -11.29 | 6,266 | -4.83 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 3,714 | 0.00 | 562 | 7.25 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 14 | -12.50 | 2 | -50.00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 98,714 | 937.35 | 14,946 | 1,012.88 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 14,111 | 0.00 | 1,992 | -0.70 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 142,798 | -1.17 | 21,616 | 5.99 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 8,759 | -3.15 | 1 | 0.00 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2,068 | -8.29 | 313 | -1.57 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 4,528 | 0.13 | 686 | 7.37 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 350 | 0.00 | 53 | 6.12 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 26,350 | 127.53 | 3,990 | 144.12 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 611 | 0.00 | 93 | 6.98 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 549 | 0.00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 18,724 | -1.96 | 2,835 | 5.16 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 53,051 | 16.33 | 8,032 | 24.80 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | AF Advisors, Inc. | 2,808 | -0.53 | 425 | 6.78 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 61 | 1.67 | 9 | 12.50 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 31,077 | 0.67 | 4,705 | 7.99 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 814 | 0.00 | 123 | 7.89 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 6,207 | 0.00 | 940 | 7.19 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 6,543 | 0.00 | 923 | -0.65 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 3,607 | 546 | ||||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 1,675 | 0.00 | 254 | 7.20 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 1,500 | 0.00 | 227 | 7.58 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 3,450 | 463 | ||||||
| 2026-04-16 | 13F | Rockland Trust Co | 2,881 | 0.00 | 436 | 7.39 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 1,798 | 272 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 101,349 | -10.47 | 15,345 | -4.40 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 38,370 | -17.66 | 5,810 | -11.68 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Northeast Investment Management | 2,341 | 0.00 | 354 | 7.27 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1,939 | 15.62 | 294 | 24.58 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 1,011,427 | 0.00 | 153,140 | 7.28 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 92,380 | 9.48 | 13,987 | 17.45 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 28,729 | -2.64 | 4,350 | 4.44 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 2,047 | -0.05 | 310 | 7.27 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1,578 | 239 | ||||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 2,061 | 0.34 | 312 | 7.96 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 43,077 | 0.12 | 6,522 | 7.41 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 551 | -21.29 | 83 | -15.31 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 300,002 | -0.09 | 45,427 | 7.18 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 24,199 | 0.98 | 3,669 | 8.33 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 14,972 | 0.46 | 2,267 | 7.75 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7,325 | 0.07 | 1,109 | 7.36 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 1,990 | -99.29 | 301 | 7.50 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 453 | 0.89 | 69 | 7.94 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 3,836 | -3.38 | 581 | 3.57 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 20,136 | 2.18 | 3,049 | 9.60 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2,703 | 28.53 | 409 | 38.18 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 2,471 | 0.00 | 374 | 7.47 | ||||
| 2026-05-01 | 13F | Vantage Investment Partners, LLC | 2,806 | 0.00 | 425 | 7.07 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 274 | -3.52 | 42 | 2.50 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 30,741 | 4.36 | 4,655 | 11.96 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,881 | -79.61 | 285 | -78.19 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 4,630 | 0.00 | 711 | 8.88 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2,501 | 0.04 | 379 | 7.39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 22,205 | -16.93 | 3,362 | -10.87 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 2,755 | 0.00 | 0 | |||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 1,680 | 0.06 | 254 | 7.63 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 1,975 | 0.00 | 299 | 7.55 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 23,409 | -0.70 | 3,544 | 6.52 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1,750 | 265 | ||||||
| 2026-05-06 | 13F | Anb Bank | 3,300 | -5.42 | 500 | 1.42 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 3,689 | -6.04 | 559 | 0.72 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 7,336 | 0.00 | 1,111 | 7.25 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 5,448 | 0.00 | 825 | 7.29 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 3,695 | 0.00 | 559 | 7.29 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 129 | 20 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 10,232 | -8.06 | 1,549 | -1.34 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 631 | 17.50 | 89 | 43.55 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 11,095 | -3.31 | 1,680 | 3.71 |
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