Estatísticas Básicas
| Proprietários Institucionais | 753 total, 753 long only, 0 short only, 0 long/short - change of 1.44% MRQ |
| Alocação Média no Portfólio | 0.6248 % - change of -2.84% MRQ |
| Ações Institucionais (Longas) | 139,986,013 (ex 13D/G) - change of -0.18MM shares -0.60% MRQ |
| Valor Institucional (Longa) | $ 10,374,722 USD ($1000) |
Propriedade Institucional e Acionistas
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (MX:SPHQ) tem 753 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 139,986,013 ações. Os maiores acionistas incluem LPL Financial LLC, Ameriprise Financial Inc, Fmr Llc, Cliftonlarsonallen Wealth Advisors, Llc, Morgan Stanley, Wealth Enhancement Advisory Services, Llc, Wells Fargo & Company/mn, Bank Of America Corp /de/, Heritage Wealth Advisors, and Raymond James Financial Inc .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (BMV:SPHQ) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
Frequência de Atualização: Diariamente
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 79,245 | -7.02 | 5,958 | -6.85 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 326,865 | 20.76 | 24,577 | 20.99 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 50,547 | 6.98 | 3,834 | 8.12 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 22,119 | 1.76 | 1,663 | 1.96 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 33,720 | -4.55 | 2,535 | -4.38 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 266 | 20 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 73 | 0.00 | 5 | 0.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4,194,950 | -3.99 | 315,413 | -3.81 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 9,705 | 730 | ||||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 376,496 | -1.80 | 28,309 | -4.59 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 14,213 | -0.90 | 1,069 | -0.74 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2,517 | 203 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 500 | 0.00 | 38 | 0.00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 6 | 0.00 | 0 | |||||
| 2026-05-05 | 13F | Napier Financial, LLC | 155 | 12 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 34,711 | 0.07 | 2,786 | 1.13 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 493 | 0.00 | 37 | 0.00 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 4,805 | 0.00 | 361 | 0.28 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 424,221 | 11.88 | 32 | 10.71 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2,467,657 | 15.95 | 182,878 | 14.49 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 25,293 | -68.17 | 1,902 | -68.13 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 11,923 | 0.00 | 897 | 0.22 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 823,056 | -8.86 | 61,886 | -8.69 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 408,328 | 30,702 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4,968,780 | 3.53 | 373,603 | 3.73 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 3,215 | 0.09 | 242 | 0.00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 19,838 | -1.91 | 1,492 | -1.71 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 343,837 | 293.13 | 25,853 | 293.74 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3,697 | 0.03 | 278 | 0.00 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 162,354 | -0.48 | 12,207 | -0.30 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 26,452 | 0.28 | 1,989 | 0.45 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 76,117 | -49.11 | 5,415 | -51.76 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 9,508 | 0.00 | 715 | 0.14 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 26,729 | 0.28 | 2,010 | 0.45 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 289 | 14.23 | 22 | 16.67 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 56,777 | 4,269 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 52,480 | 0.00 | 3,939 | 0.00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 101 | 0.00 | 8 | 0.00 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 13,484 | 3.07 | 1,014 | 3.26 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 2,941 | -22.15 | 233 | -18.02 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 44,727 | 0.37 | 3,363 | 0.57 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2,091,421 | -9.40 | 157,254 | -9.23 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 21,070 | 0.00 | 1,584 | 0.19 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 3,231 | 243 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 22,608 | 9.18 | 1,700 | 9.33 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 8,543 | 178.09 | 642 | 179.13 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 81,688 | 6,142 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 125 | 0.00 | 9 | 0.00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10,889 | 63.45 | 819 | 63.93 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 255 | -63.31 | 19 | -63.46 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 375,405 | 1.32 | 28,227 | 1.50 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 219,166 | -1.62 | 16,479 | -1.44 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 5,800 | 0.02 | 436 | 0.23 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 336,313 | 26.46 | 25,287 | 26.70 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 7,784 | 3.86 | 585 | 4.09 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4,529 | 5.11 | 341 | 5.26 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 2,684 | -13.20 | 202 | -13.36 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4,952 | 2.76 | 372 | 3.05 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 102 | 0.00 | 0 | |||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 41,202 | 17.65 | 3,098 | 17.88 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 540 | 409.43 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 7,773 | -4.65 | 584 | -4.42 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 154,680 | -2.67 | 11,630 | -2.49 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 103 | 0.00 | 8 | 0.00 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 92,202 | 2.86 | 6,920 | 5.33 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 6,399 | 0.03 | 481 | 0.21 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 10,535 | -3.59 | 792 | -3.41 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 65,473 | -24.40 | 4,923 | -24.27 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 92 | 7 | ||||||
| 2026-05-13 | 13F | GLR Partners, LLC | 83,816 | 6,302 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4,829 | 363 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4,828 | 1.17 | 363 | 1.40 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 5 | 0 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 532 | 0.38 | 40 | 0.00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 12,844 | -7.77 | 966 | -7.66 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 752,841 | 56,606 | ||||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 5,045 | 0.00 | 379 | 2.44 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 2 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1,431,340 | 9.30 | 107,422 | 9.30 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 23,422 | -10.81 | 1,877 | -7.59 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 10,431 | -5.98 | 784 | -5.77 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 11,024 | -0.57 | 829 | -0.48 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 4,249 | 14.47 | 319 | 14.75 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 5,405 | 0.30 | 406 | 0.50 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1,000 | 75 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 201,078 | 3.99 | 15,119 | 4.19 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4,241 | 0.14 | 319 | 0.32 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 207,402 | 255.93 | 15,595 | 256.60 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 16,537 | 59.19 | 1,243 | 59.56 | ||||
| 2026-05-06 | 13F | Performa Ltd (US), LLC | 100,923 | -1.72 | 7,588 | -1.53 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 570 | 43 | ||||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 2,462 | -17.99 | 185 | -17.78 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 717 | 0.00 | 54 | 0.00 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 376 | 0.00 | 28 | 0.00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 20,209 | 0.56 | 1,520 | 0.73 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 12,682 | -0.18 | 954 | 1.82 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 21,609 | 96.50 | 1,625 | 96.85 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 3,143 | 236 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 15,407 | 6.80 | 1 | 0.00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 103,492 | -0.42 | 7,782 | -0.23 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 66,825 | 5.68 | 5,025 | 5.88 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 718,982 | -1.81 | 54,060 | -1.63 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 186,317 | -0.69 | 14,009 | -0.50 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 69,023 | -1.02 | 5,190 | -0.84 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 29 | 0.00 | 2 | 0.00 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 1,298 | 0.00 | 98 | 0.00 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4,310 | 324 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 42,091 | 24.25 | 3,165 | 24.47 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 11,212 | -1.47 | 843 | -1.29 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 280,811 | 5.78 | 21,075 | 8.32 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 7,048 | 530 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 | 0.00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 11,651 | 0.00 | 1 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 130,137 | -37.71 | 9,767 | -36.22 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 3,233 | 0.00 | 243 | 0.41 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 5,400 | 0.09 | 406 | 0.50 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 104,643 | 1.06 | 7,868 | 1.25 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 7,373 | -0.54 | 554 | -0.36 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 9,959 | -8.77 | 801 | -4.98 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 594,702 | 76.87 | 44,716 | 77.20 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 17,482 | -2.97 | 1 | 0.00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 56,526 | 104.32 | 4,250 | 104.72 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 4,688,734 | 8,884.83 | 352,546 | 8,902.68 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 818 | -24.40 | 62 | -24.69 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 286,827 | 403,881.69 | 21,567 | 431,220.00 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 1,743 | 0.00 | 131 | 0.77 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11,131 | 1.12 | 837 | 1.21 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 33,497 | -37.51 | 2,517 | 62,800.00 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 2,815 | 0.00 | 212 | 0.00 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 4,828 | 0.00 | 363 | 0.28 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 829 | 0.36 | 62 | 1.64 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 23,980 | 0.00 | 1,803 | 0.22 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 82,408 | 110.84 | 6,196 | 111.25 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 129,564 | 10.01 | 9,742 | 10.20 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 27,368 | -33.61 | 2,219 | -30.47 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 2,005 | 0.00 | 151 | 0.00 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 775,144 | 0.22 | 58 | 0.00 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 8,187 | -3.20 | 616 | -3.00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1,150 | 528.42 | 86 | 616.67 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 49,185 | 7.37 | 3,698 | 123,166.67 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 50,629 | -35.08 | 3,807 | -34.96 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2,299 | 0.00 | 173 | 0.00 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 15,000 | 0.00 | 1,128 | 0.18 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 18,592 | 2.72 | 1,398 | 2.87 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 34,342 | -9.08 | 2,582 | -8.89 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 10,169 | -3.67 | 765 | -3.54 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 88,411 | 180.96 | 6,648 | 181.53 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 10,096 | 95.24 | 759 | 95.62 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 934,862 | 7.89 | 70,293 | 8.09 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 20,904 | 87.75 | 1,673 | 94.42 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 3,632 | 273 | ||||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 46,060 | 11.13 | 3,463 | 11.35 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 49,600 | 113.10 | 3,729 | 113.57 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 1,580 | 0.00 | 119 | 0.00 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 60,378 | 17.99 | 4,540 | 18.20 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 2,085 | 0.00 | 157 | 0.00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5,104 | -54.85 | 384 | -54.83 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 87,114 | 0.00 | 6,550 | 0.20 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 11,802 | -13.39 | 887 | -13.21 | ||||
| 2026-02-11 | 13F | Invst, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 18,543 | -77.84 | 1,394 | -77.81 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 22,153 | -0.67 | 1,666 | -0.48 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 72,685 | 3.94 | 5,465 | 4.13 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 33,254 | 2.16 | 2,500 | 2.38 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 19,468 | 45.65 | 1,464 | 45.86 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 4,716 | -0.13 | 355 | 0.00 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 86,357 | -0.75 | 6,493 | -0.57 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 12,212 | 13.97 | 918 | 14.18 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 4,289 | 17.41 | 323 | 16.67 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 61,368 | 203.02 | 4,614 | 203.75 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 19,653 | 5.49 | 1,478 | 5.65 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 89 | 0.00 | 7 | 0.00 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 226,520 | -9.93 | 17,032 | -9.76 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 88,689 | -2.27 | 6,669 | -2.09 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 19,459 | 15.72 | 1,463 | 16.02 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 3,791 | -4.44 | 285 | -4.04 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 10,919 | 821 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 528,118 | 0.42 | 39,709 | 0.61 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 597 | 0.00 | 45 | 2.33 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 6,060 | 0.00 | 456 | 0.22 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 91,787 | 44.71 | 6,901 | 44.98 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 27,735 | 31.04 | 2,085 | 31.30 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 2,609 | -3.55 | 196 | -3.45 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 30,466 | 5.71 | 2,291 | 5.92 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 60,428 | -9.11 | 4,544 | -8.94 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 3,552 | -26.67 | 267 | -26.45 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3,444 | 259 | ||||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 3,592 | 0.34 | 270 | 0.75 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 4,484 | 0.00 | 337 | 0.30 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 161,720 | 12.05 | 12,160 | 12.26 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 129 | 0.00 | 10 | 0.00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 745,478 | 0.61 | 56,052 | 0.79 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 51,804 | -17.10 | 3,895 | -16.95 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 80,260 | -20.35 | 6,035 | -20.21 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 3,508 | -7.76 | 264 | -7.72 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 16,035 | -50.07 | 1,206 | -50.00 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 8,954 | 0.13 | 673 | 0.30 | ||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 5,030 | -25.78 | 378 | -25.59 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 24,789 | 28.71 | 1,864 | 28.93 | ||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 16,090 | -8.26 | 1,210 | -8.13 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 14,882 | 0.00 | 1,119 | 0.18 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 5,129 | 0.39 | 386 | 0.52 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 3,782 | 0.00 | 284 | 0.35 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 163,120 | 5.46 | 12,265 | 5.66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 149,620 | 226.77 | 11,350 | 230.33 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 22,476 | 0.00 | 1,690 | 0.18 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 6,278 | 0.00 | 472 | 0.21 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6,781 | -0.13 | 510 | 0.00 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 520,845 | -16.52 | 39,162 | -16.37 | ||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 623,705 | -2.49 | 46,896 | -2.31 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 2,706 | 203 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 157 | 0.00 | 12 | 0.00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 663,024 | 0.82 | 49,853 | 1.01 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 3,001 | -22.31 | 226 | -22.15 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 314,321 | 0.75 | 23,634 | 0.94 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1,268 | -68.65 | 95 | -68.65 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 3,200 | 0.00 | 241 | 0.00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 369,373 | 15.33 | 27,773 | 15.54 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 29,784 | 0.00 | 2,239 | 0.18 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 499 | 202.42 | 37 | 208.33 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 3,105 | -29.03 | 233 | -28.96 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 17,926 | 39.77 | 1,348 | 40.02 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 262,603 | 3.55 | 19,745 | 3.75 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 4,820 | 0.17 | 362 | 0.28 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 155,621 | 7.61 | 11,701 | 7.81 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 8,906 | 0.00 | 635 | -5.09 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 5,693 | 0.00 | 428 | 0.23 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 229 | 17 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 7,350,884 | -17.50 | 552,713 | -17.35 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 77,639 | 20.71 | 5,838 | 20.92 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 20,294 | 46.93 | 1,526 | 47.20 | ||||
| 2026-04-24 | 13F | Essex LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 695,729 | -1.51 | 52,314 | -1.32 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 16,662 | -0.09 | 1,253 | 0.08 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 31,301 | 18.74 | 2,354 | 18.96 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 2,903 | 0.38 | 218 | 0.46 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 514 | 0.00 | 39 | 0.00 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 9,152 | 0.00 | 688 | 0.29 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 13,139 | 992 | ||||||
| 2026-05-13 | 13F | Protective Life Corp | 375 | 28 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 3,733 | -3.11 | 281 | -3.11 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 23,392 | -52.97 | 1,759 | -52.91 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1,114 | 0.00 | 84 | 0.00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 226,368 | 7.49 | 17,021 | 7.69 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 3,013 | 0.00 | 227 | 0.00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 8,744 | 1.97 | 657 | 2.18 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 628 | 0.00 | 47 | 0.00 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 611 | 0.00 | 46 | 0.00 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 1,011 | 0.00 | 76 | 1.33 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 28,217 | -6.60 | 2,122 | -6.44 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 20,050 | 4,456.82 | 1,473 | 4,360.61 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Retireful, LLC | 5,082 | -4.76 | 382 | -5.45 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 124,695 | 9.49 | 9,376 | 9.69 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 103,051 | 0.67 | 7,748 | 0.86 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 170,750 | 13.65 | 13 | 9.09 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 28,607 | -5.79 | 2,151 | -5.62 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 9,203 | 12.00 | 692 | 12.18 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 4,312 | 0.00 | 324 | 0.31 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 4,624 | -1.43 | 348 | -1.42 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Foundry Financial LLC | 12,041 | -16.84 | 905 | -16.67 | ||||
| 2026-05-11 | 13F | Collier Financial | 50,115 | -2.46 | 3,768 | -2.28 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7,050 | 0.00 | 529 | 2.52 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 112,682 | -8.47 | 8,473 | -8.29 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 413,627 | -8.66 | 31,101 | -8.49 | ||||
| 2026-04-23 | 13F | Bell Bank | 30,216 | 0.00 | 2,272 | 0.18 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 12,811 | 23.97 | 963 | 24.26 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 64,383 | 15.46 | 4,841 | 15.68 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 62,003 | 9.13 | 4,662 | 9.31 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 5,634 | 0.00 | 424 | 0.24 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 34,757 | -17.90 | 2,613 | -17.75 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1,403 | 0.00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 535,503 | -3.52 | 40,264 | -3.34 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 50,912 | -3.47 | 3,828 | -3.28 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 14,200 | 0.00 | 1,085 | -1.19 | ||||
| 2026-05-15 | 13F | Family Management Corp | 114 | 0.00 | 9 | 0.00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 120,319 | -0.25 | 9,047 | -0.07 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1,691 | 128 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 24,553 | -2.23 | 1,846 | -2.02 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 24,738 | -18.00 | 1,860 | -17.84 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 28,305 | 28.83 | 2,128 | 29.13 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 3,431 | 258 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 122,400 | 2.27 | 9,203 | 2.46 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 51,805 | 0.83 | 3,895 | 1.01 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 19,580 | -9.58 | 1,485 | -8.62 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 17,818 | 13.89 | 1,340 | 16.84 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 497 | 0.00 | 37 | 0.00 | ||||
| 2026-04-06 | 13F | CX Institutional | 966 | 8.54 | 0 | |||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 217,866 | 11.64 | 16,381 | 11.85 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 4,300 | 0.00 | 323 | 0.31 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 145,091 | -6.92 | 10,909 | -6.74 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 58,809 | -7.03 | 4,422 | -6.87 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 111 | 0.00 | 8 | 0.00 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 34,200 | -2.88 | 2,571 | -2.69 | ||||
| 2026-05-05 | 13F | PFG Advisors | 9,235 | -2.22 | 694 | -1.98 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 23,190 | 0.00 | 1,744 | 0.17 | ||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 9,743 | 0.91 | 733 | 1.10 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 67,046 | 17.80 | 5,041 | 18.03 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 286 | 22 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 137,149 | 3.70 | 10,312 | 3.90 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 3,421 | -2.87 | 257 | -2.65 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 956,589 | 23.54 | 71,926 | 23.77 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 438,438 | -0.09 | 32,966 | 0.09 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 282 | 0.00 | 21 | 5.00 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 18,208 | 0.00 | 1,369 | 0.22 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2,953 | -2.35 | 222 | -1.77 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 446,956 | -0.55 | 33,544 | -0.55 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 2,814 | 212 | ||||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 140,244 | -4.26 | 10,545 | -4.09 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 183 | 266.00 | 14 | 333.33 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 3,233 | 0.00 | 243 | 0.41 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 24,600 | 1,850 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 34,378 | 92.14 | 2,585 | 92.55 | ||||
| 2026-04-24 | 13F | United Community Bank | 61,925 | 38.58 | 4,656 | 38.86 | ||||
| 2026-04-28 | 13F | Topor & Co. Korea | 49,589 | -4.21 | 3,729 | -4.04 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 32 | 0.00 | 2 | 0.00 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 122,057 | -1.19 | 9,177 | -1.00 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6,831 | -0.29 | 514 | -0.19 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 1,205 | 0.00 | 91 | 0.00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 223,820 | 8.42 | 16,829 | 8.62 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1,598,715 | -5.40 | 120,207 | -5.22 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 7,164 | 0.00 | 539 | 0.19 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 5,033 | -2.82 | 378 | -2.58 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 427,847 | -3.95 | 32,170 | -3.77 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 501 | 0.20 | 38 | 0.00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 3,010 | 1.35 | 249 | 11.71 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13,540 | 1,018 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1,114 | 0.00 | 84 | 0.00 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 5,205 | 0.00 | 391 | 0.26 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 12,478 | 5.81 | 940 | 5.98 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 78,913 | 13.40 | 5,933 | 13.62 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 58,276 | -0.32 | 4,382 | -0.14 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 4,437 | -7.89 | 334 | -7.76 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 2,124 | 7.98 | 160 | 8.16 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3,281 | 61.39 | 247 | 61.84 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 129,997 | 9,774 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 902 | 68 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3,234 | 243 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 9,233 | 3.36 | 694 | 3.58 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 430 | 0.00 | 34 | 0.00 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 65,999 | -6.07 | 4,962 | -5.90 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 518 | 39 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 4,361 | -15.27 | 328 | -15.28 | ||||
| 2026-05-08 | 13F | Bokf, Na | 1,349 | 0.00 | 101 | 0.00 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 700 | 100.00 | 53 | 100.00 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 9,632 | 0.00 | 724 | 0.28 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 116,393 | -1.57 | 8,752 | -1.39 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 395 | 0.25 | 30 | 0.00 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 718 | 0.00 | 54 | 0.00 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 16,166 | -2.40 | 1,216 | -2.25 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12,587 | 0.07 | 946 | 0.32 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 11,662 | 10.95 | 877 | 11.17 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 12,123 | 1.67 | 912 | 1.90 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 19,745 | -2.59 | 1,485 | -2.43 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 180 | 0.56 | 14 | 0.00 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 144,255 | 5.07 | 10,685 | 2.76 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 | 0 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 7,196 | 0.59 | 541 | 0.93 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 25,347 | 2.07 | 1,906 | 2.25 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 60,739 | 89.34 | 5 | 100.00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 67,928 | 4.38 | 5,107 | 4.57 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 102 | 8 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 54,070 | 198.45 | 4,066 | 406,400.00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 79,180 | 3.87 | 5,954 | 4.07 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 178 | 0.00 | 13 | 0.00 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 2,915 | 219 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 160,853 | 4.02 | 12 | 9.09 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 4,898 | 0.00 | 368 | 0.27 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 141 | 0.00 | 11 | 0.00 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 4,352 | -1.96 | 327 | -1.80 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 57,270 | -4.78 | 4,306 | -4.59 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 445 | 33 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1,059,017 | 79,628 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 284,847 | 0.95 | 21,378 | 3.37 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13,802 | -5.18 | 1,038 | -5.04 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 3,521 | 0.00 | 265 | 0.00 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 49,235 | -1.75 | 3,702 | -1.57 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8,095 | 55.40 | 609 | 55.90 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2,263 | 0.00 | 170 | 0.59 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 515 | 0.00 | 39 | 0.00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 49,198 | 3.21 | 3,699 | 3.41 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 22,180 | 1,668 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 62,792 | 81.66 | 4,986 | 92.21 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32,303 | 20.69 | 2,429 | 20.92 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 3,445 | 6.39 | 259 | 6.58 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 2,816 | -1.92 | 212 | -1.86 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4,721 | 0.11 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 31,565 | 188.74 | 2,373 | 189.39 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 2,730 | -0.55 | 205 | -0.49 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 33,956 | 83.39 | 2,158 | 90.88 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15,179 | 8.23 | 1,141 | 8.46 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 900,843 | -7.53 | 67,734 | -7.36 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 364 | -99.52 | 27 | -99.51 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 769 | 58 | ||||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 4,000 | 0.00 | 301 | 0.00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 269,028 | 7.25 | 20,228 | 7.45 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 10,074 | 0.00 | 757 | 0.13 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 3,724 | 0.27 | 280 | 0.72 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 217,586 | -2.26 | 16,360 | -2.08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 3,100 | -77.54 | 233 | -77.49 | |||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 165 | 0.00 | 12 | 0.00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4,516 | 340 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,981 | -8.94 | 525 | -8.87 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2,322 | -14.22 | 191 | -5.91 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 2,892 | 0.00 | 217 | 0.00 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 5,220 | 393 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4,711 | -9.26 | 354 | -9.00 | ||||
| 2026-05-14 | 13F | Bank of Marin | 4,836 | -2.24 | 364 | -2.16 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 11,000 | 0.00 | 827 | 0.24 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 100,551 | -53.85 | 7,560 | -53.77 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 65,975 | -1.51 | 4,961 | -1.33 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 31,895 | -0.23 | 2,398 | -0.04 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 8,294 | 19.22 | 624 | 19.35 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16,284 | 4.08 | 1,222 | 6.63 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 9,507 | -36.83 | 715 | -36.76 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 39,744 | -6.14 | 2,988 | -5.95 | ||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 13,090 | 0.00 | 993 | 1.12 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 632,003 | 221,655.44 | 47,520 | 226,185.71 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 19,260 | 0.00 | 1,448 | 0.21 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 4,382 | -5.03 | 329 | -4.91 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 | 0.00 | 0 | |||||
| 2026-05-14 | 13F | Betterment LLC | 9,346 | 23.10 | 1 | |||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 129,170 | -14.46 | 9,712 | -14.30 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 28,250 | 2.06 | 2,124 | 2.26 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1,956,052 | -30.18 | 147,076 | -30.05 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 18,213 | 1 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 244,394 | -1.55 | 18,376 | -1.37 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 104,727 | 9.28 | 7,874 | 9.48 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 89,889 | 12.93 | 6,759 | 13.14 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 4,347 | 0.21 | 326 | 2.84 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 10,258 | 0.00 | 771 | 0.26 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1,170 | 0.00 | 88 | 0.00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20,591 | -2.26 | 1,548 | -2.09 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3,175 | 0.00 | 239 | 0.00 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 208,510 | -1.94 | 15,678 | 0.60 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 5,489 | -1.01 | 413 | -0.96 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 4,589 | -2.34 | 345 | -1.99 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 12,035 | 0.00 | 905 | 0.11 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 42,473 | 0.00 | 3,194 | 0.19 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 7,808 | 0.00 | 587 | 0.34 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 21,294 | -10.03 | 1,706 | -6.16 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 18,662 | -37.69 | 1,403 | -37.56 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 3,795 | 0.00 | 285 | 0.35 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 5,500 | 0.00 | 414 | 0.24 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 4,994 | 1.32 | 375 | 1.63 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 37,969 | -0.18 | 2,855 | 0.00 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Invariant Investment Management | 6,599 | 0.03 | 523 | 2.35 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 70 | 0.00 | 5 | 0.00 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 7,789 | 0.00 | 586 | 0.17 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 346,195 | 1.73 | 26,030 | 1.91 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 32,741 | 25.20 | 2,440 | 24.36 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 46,161 | 3.74 | 3,471 | 3.92 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1,656 | 0.06 | 124 | 0.00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 188 | 0.00 | 14 | 0.00 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 600 | 0.00 | 45 | 0.00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7,363 | -33.92 | 554 | -33.85 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 9,477 | 713 | ||||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 120,562 | 4.70 | 9,065 | 4.91 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14,569 | 11.08 | 1,181 | 16.13 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5,021 | 6.58 | 378 | 6.80 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 3,298 | -2.69 | 248 | -0.40 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 145,458 | 17.01 | 10,937 | 17.23 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 32,090 | -7.42 | 2,408 | -5.20 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 350 | 0.00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5,507,331 | -30.43 | 415,820 | -32.01 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 101,141 | 0.07 | 7,605 | 0.25 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 3,321,664 | -0.76 | 249,756 | -0.58 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 4,148 | 8.81 | 312 | 8.74 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 4,495 | 0.00 | 338 | 0.00 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 15,254 | 0.57 | 1,147 | 0.70 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 3,483 | 11.92 | 262 | 12.02 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 19,497 | 0.17 | 1 | 0.00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 87,748 | -3.17 | 6,598 | -2.99 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Sequent Planning LLC | 5,159 | -3.59 | 388 | -3.49 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3,653 | 6.01 | 279 | 7.72 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 120 | 0.84 | 9 | 0.00 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 454,647 | -29.09 | 34,185 | -28.96 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 3,322 | 0.00 | 250 | 0.00 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1,259 | 95 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | ERn Financial, LLC | 22,488 | -0.50 | 1,691 | -0.35 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 100 | 8 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 3,209 | 0.00 | 241 | 0.42 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 115,028 | -0.17 | 8,649 | 0.01 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 99,822 | 5.33 | 7,506 | 5.53 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 488,164 | 1.27 | 36,705 | 1.47 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Verum Partners LLC | 50,342 | 0.17 | 3,785 | 0.37 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 77 | 0.00 | 6 | 0.00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 8,126 | 0.00 | 611 | 0.16 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 7,794 | 0.32 | 586 | 0.51 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 10,512 | 25.16 | 790 | 25.40 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 6,439 | 0.25 | 484 | 0.41 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 1,686,924 | 1.13 | 126,840 | 1.32 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 2,998 | -65.71 | 225 | -65.70 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 32,668 | 16.06 | 2,456 | 16.29 | ||||
| 2026-04-21 | 13F | Creekside Partners | 2,960 | 0.00 | 223 | 0.00 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 4,471 | 51.87 | 336 | 52.73 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1,475 | 0.00 | 111 | 0.00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7,871,710 | 36.39 | 591,874 | 36.64 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5,957 | -3.83 | 447 | -1.32 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 84,839 | -1.46 | 6,379 | -1.27 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,231,815 | -0.45 | 92,620 | -0.26 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 191 | 0.00 | 14 | 0.00 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 11,368 | 0.00 | 855 | 0.12 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 14,744 | 0.52 | 1,109 | 0.73 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2,184,539 | -16.55 | 164,255 | -16.40 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 510 | 0.00 | 38 | 0.00 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 3,408 | 5.28 | 256 | 5.79 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 598,213 | 11.46 | 43,945 | 9.10 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 12,244 | 346.05 | 921 | 346.60 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 74,369 | 9.84 | 5,592 | 10.04 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 9,220 | -0.43 | 693 | -0.14 | ||||
| 2026-05-12 | 13F | Creative Planning | 119,982 | 1.87 | 9,021 | 2.06 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 126,889 | -19.79 | 9,541 | -19.64 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 214,270 | 4.45 | 16,111 | 4.64 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 12,165,867 | 2.09 | 914,751 | 2.28 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1,030 | 139.53 | 77 | 140.63 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 12,806 | 0.00 | 963 | 0.10 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 3,530 | 274 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 5,305 | -0.69 | 399 | -0.50 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 250,011 | -0.61 | 18,798 | -0.42 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 400 | 0.00 | 30 | 0.00 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 112,312 | 59.97 | 8,445 | 60.26 | ||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 11,671 | 8.99 | 878 | 9.22 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 99,671 | 2.61 | 7,494 | 2.80 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 240 | 18 | ||||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 209,004 | 99.09 | 15,715 | 99.48 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 125,167 | 712.30 | 9,411 | 714.10 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 16,650 | 1.31 | 1,252 | 1.46 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 35,052 | -42.50 | 2,635 | -42.40 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 69,041 | 1.57 | 5,191 | 1.76 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 2,949 | 0.37 | 222 | 0.45 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 146,912 | 34.33 | 11,046 | 34.58 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 42,757 | 0.22 | 3,215 | 0.41 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 20,198 | 6.29 | 1,519 | 6.45 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 13,846 | 16.88 | 1,041 | 17.10 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24,754 | 0.58 | 1,861 | 0.76 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 107,561 | 127.00 | 8,088 | 127.42 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 271,890 | 62.30 | 20,443 | 62.61 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 12,050 | 0.00 | 967 | 0.62 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2,841 | 214 | ||||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 14,035 | -19.69 | 1,055 | -19.53 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 35,278 | 15.97 | 2,653 | 16.16 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1,050 | 0.00 | 79 | 0.00 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 15,595 | -0.06 | 1,173 | 0.09 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 26,430 | -10.60 | 2 | -50.00 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 389 | 0.00 | 29 | 0.00 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 17,343 | -0.78 | 1,304 | -0.61 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 1,350,198 | 34.71 | 101,521 | 34.96 | ||||
| 2026-04-10 | 13F | Novem Group | 3,630 | -6.20 | 273 | -6.21 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 4,354 | 0.14 | 327 | 0.31 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4,893,236 | -0.72 | 367,922 | -0.53 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 25 | -43.18 | ||||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1,432,231 | -1.97 | 107,690 | -1.78 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 142 | 0.00 | 11 | 0.00 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 155 | 12 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2,968 | 49.52 | 223 | 50.68 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 153 | 0.00 | 12 | 0.00 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 462 | 0.00 | 35 | 0.00 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 66,284 | 1.32 | 4,984 | 1.51 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 18,749 | 0.00 | 1,432 | -1.10 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 3,464 | 260 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 5,674,448 | 1.14 | 426,662 | 1.33 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 18,008 | -0.55 | 1,366 | 0.52 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5,032 | 378 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 4,250 | 0.00 | 320 | 0.31 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 3,064 | -0.13 | 230 | 0.00 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 518 | 39 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 156,276 | -32.38 | 11,750 | -32.25 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 6,200 | -3.12 | 466 | -2.92 | |||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 8,567 | 0.15 | 644 | 0.47 | ||||
| 2026-04-21 | 13F | AEGON USA Investment Management, LLC | 4,920 | 0.00 | 370 | 0.00 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 18,884 | 0.20 | 1,420 | 0.35 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 20,998 | 59.86 | 1,579 | 60.20 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 2,643 | 0.00 | 199 | 0.00 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 184 | 0.00 | 14 | 0.00 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 81,015 | -7.95 | 6,092 | -7.78 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 14,942 | 1,121 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 474 | 0.42 | 36 | 0.00 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 14,818 | 112.14 | 1,114 | 112.60 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 151 | 0.00 | 11 | 0.00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 936 | 314.16 | 70 | 337.50 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 16,542 | -14.26 | 1,244 | -14.10 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 104,658 | 8.75 | 7,870 | 8.97 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 28,533 | -3.41 | 2,145 | -3.68 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11,902 | 13.32 | 895 | 13.45 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 624 | 415.70 | 47 | 411.11 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 240,986 | 0.63 | 18,120 | 0.81 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6,321 | 0.89 | 0 | |||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 11,295 | -0.63 | 849 | -0.47 | ||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 19,670 | 0.02 | 1,479 | 0.27 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 37,575 | 59.24 | 2,825 | 59.60 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 141,220 | -0.12 | 10,618 | 0.07 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 897 | 67 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 56,841 | -18.92 | 4,274 | -18.78 | ||||
| 2026-05-04 | 13F | Headland Capital, LLC | 155,922 | 3.27 | 11,724 | 3.46 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 6,354 | -6.50 | 478 | -6.47 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 16,002 | 21.64 | 1,203 | 21.88 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 62 | 0.00 | 5 | 0.00 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 319,573 | -13.85 | 24,029 | -13.69 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 92,321 | 8.03 | 6,939 | 8.20 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 26,271 | 1.09 | 1,987 | 1.95 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2,859 | 215 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 5,705 | 0.00 | 429 | 0.00 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 5,325 | -13.44 | 400 | -13.23 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 11,115 | 0.10 | 836 | 0.24 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 25,352 | -1.08 | 1,936 | 0.68 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2,495,846 | -0.31 | 187,690 | -0.13 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 1,105 | 42.58 | 83 | 43.10 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 220 | 0.00 | 17 | 0.00 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2,706 | 203 | ||||||
| 2026-05-14 | 13F | Prudential Plc | 2,180 | 164 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1,114 | 0.00 | 84 | 0.00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 119,492 | 112.33 | 8,968 | 117.43 | ||||
| 2026-05-13 | 13F | Sagewood Asset Management LP | 3,110 | 234 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 368 | 28 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 33,743 | 11.21 | 2,537 | 11.42 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 157,375 | 19.15 | 11,833 | 19.37 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 80,716 | 43.31 | 6,069 | 43.61 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 396,300 | -4.15 | 29,798 | -3.97 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 27,054 | -30.03 | 2,034 | -29.89 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 24,203 | -7.08 | 1,820 | -6.91 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 925 | 0.22 | 70 | 0.00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 2,805 | 74.12 | 211 | 75.00 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 92,397 | 2.58 | 7 | 0.00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 465 | 338.68 | 35 | 385.71 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 126,937 | -6.84 | 9,544 | -6.67 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4,400 | 11.45 | 331 | 11.49 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 7,715 | 1.26 | 580 | 1.58 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 3,080 | -2.10 | 232 | -2.12 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 246,520 | 4.01 | 18,536 | 4.21 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 39,149 | 301.28 | 2,944 | 302.05 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 18,012 | -27.46 | 1,354 | -27.32 | ||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 3,020 | 0.00 | 227 | 0.44 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 100,000 | 0.00 | 7,519 | 0.19 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 32,740 | -0.84 | 2,462 | -0.69 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6,944 | 522 | ||||||
| 2026-01-09 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 3,431 | -22.01 | 258 | -22.12 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 12,891 | 0.00 | 969 | -2.81 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 11,713 | -8.05 | 881 | -7.85 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 6,109 | -0.62 | 459 | -0.43 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2,681 | 0.00 | 202 | 0.00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 277 | 0.36 | 21 | -4.76 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 131,179 | 1,556.51 | 9,863 | 1,560.44 | ||||
| 2026-04-24 | 13F | Bayban | 87 | 0.00 | 7 | 0.00 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 6,284 | -16.71 | 462 | -19.26 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 14,081 | 37.70 | 1,059 | 37.94 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 197 | 0.00 | 15 | 0.00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5,931 | 233.58 | 446 | 234.59 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 47,488 | 124.86 | 3,571 | 125.38 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 25,816 | -8.82 | 1,941 | -8.62 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 360 | 27 | ||||||
| 2026-05-08 | 13F | Capital Developers, LLC | 51,558 | 4.00 | 3,877 | 4.19 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7,237 | -15.11 | 544 | -14.87 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 548,918 | -2.28 | 41,273 | -2.10 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 12,062 | -4.85 | 907 | -4.73 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 89,803 | 439.88 | 6,752 | 441.03 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1,661 | 125 | ||||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 1,282,365 | -5.87 | 96,421 | -5.70 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 260 | 0.00 | 20 | 0.00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 30,685 | 2.28 | 2,307 | 2.49 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 208,309 | 34.78 | 15,663 | 35.03 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 38,730 | 13.14 | 2,912 | 13.35 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 8,286 | -0.60 | 623 | -0.32 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 47,955 | 12.57 | 4 | 0.00 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 8,003 | 2.33 | 590 | 0.51 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 245 | 18 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 7,048 | -0.07 | 530 | 0.00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11,959 | -9.65 | 899 | -9.47 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 194,574 | -1.31 | 14,630 | -1.12 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 6,536 | -6.95 | 491 | -6.83 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4,191 | 0.26 | 315 | 0.64 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 7,353 | 553 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8,820,059 | 2.59 | 663,439 | 2.80 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1,200 | 0.00 | 90 | 0.00 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 13,814 | -8.42 | 1,039 | -8.30 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 9,528 | -17.92 | 716 | -17.80 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 18,576 | 24.87 | 1,397 | 25.09 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 3,742 | 0.00 | 281 | 0.36 | ||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 205,732 | -67.59 | 15,469 | -67.53 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 6,332 | 0.38 | 476 | 0.63 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 9,947 | 4.40 | 748 | 4.48 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 3,295 | 248 | ||||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 292,408 | 8.73 | 21,986 | 8.93 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 122,459 | -1.82 | 9,208 | -1.65 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 16,587 | 1.60 | 1,247 | 1.80 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 135 | -74.38 | 10 | -74.36 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 59,903 | 4,504 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 8,279 | 622 | ||||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 73,429 | 13.38 | 5,521 | 13.60 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 5,200 | -49.02 | 391 | -49.02 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 2,832 | 0.00 | 213 | 0.00 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 18,268 | -14.39 | 1,374 | -14.24 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 49,658 | 0.77 | 3,734 | 0.95 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 68,344 | 3.13 | 5,139 | 3.32 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 209,182 | -21.65 | 15,728 | -21.51 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 982,253 | 73,856 | ||||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 3,524 | 265 | ||||||
| 2026-04-24 | 13F | Family Capital Trust Co | 469 | 0.00 | 35 | 0.00 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 25,664 | 16.97 | 1,930 | 17.19 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 16,045 | 1,206 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 166 | 12 | ||||||
| 2026-04-22 | 13F | Sykon Capital Llc | 142,099 | 10,684 | ||||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 4,943 | 70.21 | 372 | 70.97 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 3,316 | 249 | ||||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 56,987 | 0.73 | 4,285 | 0.89 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 39,992 | 192.49 | 3,007 | 192.98 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 4,988 | 63.81 | 0 | |||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 62 | 55.00 | 5 | 33.33 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 16,360 | -11.33 | 1,230 | -11.13 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 22,285 | 5.10 | 1,676 | 5.28 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 53,809 | -2.91 | 4,046 | -2.74 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 52 | 0.00 | 4 | 0.00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 60,809 | -2.24 | 4,572 | -2.06 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11,145 | 0.00 | 838 | -2.67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1,998,358 | 3.26 | 150,257 | 3.45 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 18,479 | 20.76 | 1,389 | 20.99 | ||||
| 2026-04-20 | 13F | City State Bank | 111 | 0.00 | 8 | 0.00 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 4,269 | 0.00 | 321 | 0.00 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 46,652 | -7.29 | 3,508 | -7.12 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 51,272 | 0.28 | 3,855 | 14.19 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 2,667 | -23.10 | 201 | -23.08 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 5,248 | 0.00 | 395 | 0.25 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 162,420 | -15.74 | 12,212 | -15.57 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 406,396 | 10.06 | 30,557 | 10.27 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 34,994 | 145.92 | 2,631 | 146.58 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 7,764 | -12.89 | 584 | -12.72 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 94,153 | 2.28 | 7,079 | 2.48 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 4,272 | -3.48 | 321 | -3.31 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 38,046 | 0.01 | 2,861 | 0.18 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 18,678 | -4.04 | 1,415 | -4.65 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2,476 | 0.00 | 182 | -3.21 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 231,299 | -14.82 | 17,391 | -14.66 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 1,165 | 0.00 | 88 | 0.00 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 6,474 | -8.01 | 487 | -7.95 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 455,118 | 363.13 | 34,220 | 364.00 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 15,114 | -3.70 | 1,136 | -3.48 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 29,891 | 0.51 | 2,247 | 0.72 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 54 | 4 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 215 | 16 | ||||||
| 2026-05-11 | 13F | Potentia Wealth | 24,706 | -0.23 | 1,858 | -0.05 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 68,253 | 105.34 | 5,132 | 105.73 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 36,359 | 352.11 | 2,734 | 353.23 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 38,273 | -5.74 | 2,878 | -5.58 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 109,026 | -1.05 | 8,198 | -0.87 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 6,681 | -1.89 | 502 | -1.76 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 29,124 | 2 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 71,883 | 48.06 | 5,405 | 48.34 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 22,059 | 5.88 | 1,659 | 6.08 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 5,126 | 1.44 | 385 | 1.58 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 566 | 28.05 | 43 | 27.27 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 27,562 | -12.59 | 2,105 | -11.03 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 398,406 | -1.07 | 29,956 | -0.89 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 61,037 | 4,589 | ||||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 151,843 | 0.02 | 11,417 | 0.21 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 224,229 | -18.06 | 16,860 | -17.91 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 12,391 | -3.17 | 930 | -0.85 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 12,607 | 5.34 | 948 | 5.46 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 83,540 | 19.50 | 6 | 20.00 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 147,594 | 1.30 | 11,098 | 1.49 |
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