Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Vanguard Index Funds - Vanguard Small-Cap Growth ETF incluem Tiaa-cref Individual & Institutional Services, Llc, Quent Long Short Global Small Cap Fund, LP, Junk Investment Group, LLC, Chilton Investment Co Llc, Stark Wealth Management LLC, Evergreen Wealth Solutions, LLC, ESG Planning, Baltimore-Washington Financial Advisors, Inc., Gateway Wealth Partners, LLC, Park National Corp /oh/, Vanguard Advisers Inc, Point72 Asset Management, L.P., Phillip James Consulting Co., Bouvel Investment Partners, LLC, Point72 Asset Management, L.P., Loomis Sayles & Co L P, Coastal Bridge Advisors, LLC, Nicolet Bankshares Inc, Point72 Asset Management, L.P., e LightSquare Wealth Management, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Rossby Financial, LCC | 2,331 | 2,000.00 | 711 | 2,051.52 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2,320 | 1.93 | 701 | 2.04 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 28,288 | 0.80 | 8,550 | 0.85 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 10,523 | 1.45 | 3,181 | 1.50 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 11,655 | 3,523 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 19,518 | 1.71 | 5,899 | 1.76 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 1,495 | 32.30 | 452 | 32.26 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 1,367 | 4.27 | 413 | 4.29 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 3 | 1 | ||||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 1,376 | 0.07 | 416 | 0.24 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 1,152 | 0.44 | 348 | 0.58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 2,500 | 56.25 | 756 | 56.31 | |||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1,017 | 33,800.00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 261 | 79 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 2,872 | 0.49 | 868 | 0.58 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 1,604 | 28.63 | 485 | 28.72 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3,499 | 16.75 | 1,058 | 16.80 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1,363 | 0.07 | 412 | 0.00 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 33,972 | 1.73 | 10,268 | 1.77 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 12,469 | 0.89 | 3,769 | 0.94 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 16,917 | 7.25 | 5,113 | 7.30 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 1,585 | 479 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 3,125 | 0.22 | 945 | 0.32 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 1,387 | 419 | ||||||
| 2026-05-27 | 13F | Tenret Co LLC | 17,038 | 5.32 | 5,150 | 5.36 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 211 | 8.76 | 64 | 8.62 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 8,949 | 21.24 | 2,705 | 21.31 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 112 | 0 | ||||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 9,852 | 3.49 | 2,978 | 3.55 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 1,591 | 7.65 | 486 | 8.74 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 28,888 | 2.08 | 8,732 | 2.13 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 39 | 12 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 937 | 0.32 | 283 | 1.44 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 317 | 256.18 | 96 | 265.38 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 3 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 24,898 | 19.63 | 7,525 | 19.69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4,384 | 1.95 | 1,325 | 2.08 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 631 | 188 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5,626 | 20.37 | 1,701 | 21.43 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 4,433 | 1.51 | 1,340 | 1.52 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 367,120 | 110,962 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 1,714 | 518 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1,351 | 408 | ||||||
| 2026-05-12 | 13F | Argentarii, LLC | 13,152 | 903.20 | 397 | 0.25 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 697,629 | 0.47 | 210,858 | 0.52 | ||||
| 2026-05-14 | 13F | Betterment LLC | 20,264 | 4.54 | 6 | 20.00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 673 | 23.03 | 205 | 15.82 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 775 | 0.13 | 234 | 0.43 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 3 | 1 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2,066 | 1.92 | 624 | 1.96 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 5,244 | 13.68 | 1,722 | 23.55 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1,712 | 31.19 | 517 | 31.22 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3,960 | 3.39 | 1,197 | 3.46 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9,633 | 92.05 | 2,912 | 92.21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 657 | 161.75 | 199 | 164.00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17,774 | 1.72 | 5,372 | 1.76 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3,932 | 5.33 | 1,188 | 5.41 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 2,669 | 2.61 | 807 | 2.68 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 15,973 | 11.13 | 4,828 | 11.17 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 13,174 | 22.43 | 3,982 | 22.49 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 11,622 | 11.09 | 4 | 200.00 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 24,422 | 486.79 | 7,382 | 487.19 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 1,954 | 2.09 | 591 | 2.08 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 1,319 | 4.60 | 399 | 4.74 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1,294 | 4.02 | 394 | 5.07 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 62,700 | 18,942 | ||||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 2,449 | 6.11 | 740 | 6.17 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 773 | 63.42 | 234 | 64.08 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 9,316 | 1.21 | 2,816 | 1.26 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 71,414 | 6.44 | 21,585 | 6.48 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2,885 | 6.81 | 872 | -1.02 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 891 | 269 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 2,934 | 7.16 | 887 | 7.13 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 5,508 | 1,665 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 367 | 2.80 | 111 | 2.80 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 22,877 | 13.55 | 6,915 | 13.60 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2,686 | 258.13 | 812 | 263.68 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 7,716 | 1.59 | 2,332 | 1.66 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 300 | 91 | ||||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 5,489 | 4.37 | 1,659 | 4.47 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 1,488 | 3.12 | 450 | 2.98 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1,264 | 0.80 | 382 | 1.06 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 719 | 217 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 36,216 | 0.84 | 10,947 | 0.88 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2,782 | 1.46 | 841 | 1.45 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 127 | 5.83 | 38 | 5.56 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1,252 | 13.00 | 378 | 13.17 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 8,307 | 3.69 | 2,511 | 3.72 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4,822 | 0.88 | 1,458 | 0.90 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 754 | 228 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 322 | 2,200.00 | 97 | 2,325.00 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 946 | 0.64 | 286 | 0.71 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 5,987 | 0.66 | 2 | 0.00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 48,307 | 0.56 | 14,601 | 0.60 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 7,336 | 4.01 | 2,217 | 4.08 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5,645 | 1.80 | 1,706 | 1.85 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 402 | 1.26 | 121 | 0.83 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1,959 | 1 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 1,125 | 1.35 | 340 | 2.73 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 9,947 | 40.85 | 3,006 | 40.93 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 6,476 | 4.42 | 1,957 | 4.48 | ||||
| 2026-05-05 | 13F | UBS Group AG | 769,517 | 5.87 | 232,587 | 5.92 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 2,776 | 1.72 | 839 | 1.82 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1,609,318 | 2.84 | 486,416 | 2.89 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 46,866 | 2.33 | 14,165 | 2.39 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 2,928 | 885 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4,495 | 0.16 | 1,359 | 0.22 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 5,217 | 2 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1,731 | 0.06 | 523 | 0.19 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 970 | 12.01 | 293 | 12.26 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 42,653 | 12.17 | 12,917 | 12.43 | ||||
| 2026-04-23 | 13F | Bell Bank | 2,181 | 0.55 | 659 | 0.61 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 649 | 217 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 6,705 | 3.06 | 2,027 | 3.10 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 5,957 | 4.47 | 1,800 | 4.53 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 2,325 | 703 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4,872 | 12.60 | 1 | 0.00 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 15,646 | 110.86 | 4,729 | 111.02 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 13,561 | 0.65 | 4,099 | 0.69 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9,327 | 2,819 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 137,928 | 1.93 | 41,689 | 1.97 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 487,734 | 17.86 | 147,408 | 17.92 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 27 | 35.00 | 8 | 33.33 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 1,488 | 97.09 | 450 | 96.93 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 14,774 | 22.90 | 4,465 | 22.97 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 12,311 | 0.97 | 3,969 | 7.74 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 929 | 1.75 | 281 | 1.82 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1,130 | 0.09 | 341 | 0.00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1,936,579 | 2.87 | 585,332 | 2.91 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 24,385 | 27.46 | 7,371 | 27.53 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 1,379 | 0.66 | 417 | 0.73 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 610 | 204 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 1,406 | 73.15 | 425 | 73.06 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 101 | 197.06 | 31 | 200.00 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 32,605 | 333.69 | 9,855 | 333.91 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 14,116 | 0.27 | 4,267 | 0.31 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1,358 | 1.95 | 410 | 1.99 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5,868 | 17.67 | 1,773 | 19.25 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 4,584 | 2.39 | 1 | 0.00 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 1,511 | 72.29 | 457 | 72.73 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 2,440 | 737 | ||||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2,871 | 868 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 9,484 | 1,017.08 | 2,867 | 1,019.53 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 36 | 2.86 | 11 | 0.00 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 3,965 | 1,199 | ||||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 1,804 | 0.67 | 545 | 0.74 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 6,440 | 1.71 | 1,947 | 1.78 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 35,519 | 59.71 | 10,736 | 59.79 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 1,753 | 0.11 | 530 | 0.19 | ||||
| 2026-05-11 | 13F | Commerce Bank | 26,183 | 34.16 | 7,914 | 34.23 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 2,547 | 7.79 | 770 | 7.85 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 7,279 | 682 | ||||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 214,055 | 0.86 | 64,698 | 0.91 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 95,425 | 5.20 | 28,842 | 5.25 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 51,387 | 2.27 | 16,301 | 7.39 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 708 | 222 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 27,683 | 2.52 | 8,367 | 2.57 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 545 | 0.18 | 165 | 0.00 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 22,173 | 4.07 | 6,702 | 4.12 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,942 | 22.76 | 587 | 22.80 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 1,277 | 386 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 | 0 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 4,098 | 33.22 | 1,239 | 33.26 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 40 | 12 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 204,118 | 0.31 | 61,695 | 0.36 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 2,474 | 0.61 | 748 | 0.67 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 710 | 215 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 3,897 | 0.52 | 1,178 | 0.51 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 352 | 5.71 | 106 | 6.00 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1,721 | 520 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 4,949 | 4.08 | 1,496 | -2.29 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 200 | 61 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 2,514 | 0.04 | 760 | 0.00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 27,242 | 1.13 | 8,234 | 1.17 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 171,756 | 3.17 | 51,913 | 3.21 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 3,720 | 1,124 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 121,688 | 36,780 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 4,111 | 2.54 | 1,243 | 2.56 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2,398 | 3.27 | 725 | 3.28 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 1,473 | 13.48 | 445 | 13.52 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 50,303 | 9.48 | 15,204 | 9.53 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11,027 | 3,333 | ||||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 1,676 | 507 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9,661 | 18.90 | 2,920 | 18.99 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 368,412 | 4.53 | 111,353 | 4.58 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 2,564 | 170.75 | 1 | |||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 23,621 | 3.51 | 7,139 | 3.55 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 140,744 | 23.65 | 42,540 | 23.71 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 16,412 | 54.83 | 4,961 | 54.90 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1,341 | 405 | ||||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 2,490 | 0.08 | 753 | 0.13 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 2,548 | 23.33 | 770 | 23.40 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 11,109 | 167.49 | 3,358 | 191.91 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 2,601 | 3.38 | 786 | 3.42 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 1,688 | 0.24 | 1 | |||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 1,524 | 0.07 | 461 | 0.00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 32 | 10 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 6,827 | 5.35 | 2,063 | 5.42 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 29,423 | 17.72 | 8,893 | 17.77 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 95 | 29 | ||||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 1,385 | 0.80 | 456 | 9.88 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 4,140 | 2.65 | 1,251 | 2.71 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3,949 | 1 | ||||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 159 | 48 | ||||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 11,096 | 2.25 | 3,354 | 2.29 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 4,214 | 1.15 | 1,274 | 1.19 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1,961 | 11.80 | 593 | 11.70 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 29,915 | 6.69 | 9,042 | 6.73 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 18,386 | 5.55 | 5,557 | 5.61 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 151,879 | 35.83 | 45,905 | 35.90 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3,696 | 41.34 | 1,117 | 41.44 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2,708 | 0.22 | 825 | 1.10 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 3,986 | 4.76 | 1,336 | 11.44 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2,649 | 4.05 | 801 | 4.03 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 9,609 | 1,031.80 | 2,904 | 1,034.38 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2,763 | -8.66 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 6,435 | 13.93 | 1,945 | 13.95 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 5,946 | 5.76 | 1,797 | 5.83 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 1,898 | 0.11 | 574 | 0.17 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 1,373 | 0.37 | 415 | 1.72 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 3,571 | 28.27 | 1,079 | 28.30 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1,281 | 1.59 | 387 | 1.84 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 206,025 | 14.21 | 70,755 | 29.79 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 910 | 11.66 | 275 | 11.79 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3,244 | 984 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 20,126 | 6.72 | 6,083 | 6.78 | ||||
| 2026-04-07 | 13F | InvesTrust | 1,949 | 3.73 | 589 | 3.88 | ||||
| 2026-05-12 | 13F | ESG Planning | 8,710 | 2,633 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 856 | 27.95 | 259 | 27.72 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 1,640 | 23.31 | 496 | 23.44 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 14,041 | 10.44 | 4,244 | 10.49 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 32 | 10 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 26,326 | 6.16 | 7,958 | 6.21 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 36,214 | 1.83 | 10,946 | 1.87 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 656 | 198 | ||||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5,222 | 1.62 | 1,578 | 1.68 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 174 | 3,380.00 | 53 | 5,100.00 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 141 | 43 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 728 | 220 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 301 | 0.33 | 91 | 0.00 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 31,964 | 7.66 | 9,661 | 7.72 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1,602 | 0.44 | 484 | 0.62 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 5,538 | 17.33 | 1,673 | 19.16 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 817 | 247 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 46 | 2.22 | 14 | 0.00 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 12,256 | 0.31 | 3,704 | 0.35 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 492 | 149 | ||||||
| 2026-04-22 | 13F | Motco | 140 | 42 | ||||||
| 2026-05-14 | 13F | Apriem Advisors | 6,452 | 20.04 | 1,950 | 20.15 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2,554 | 3.03 | 772 | 3.07 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 4,752 | 0.83 | 1,436 | 0.91 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 43,186 | 12.40 | 13,053 | 12.45 | ||||
| 2026-05-08 | 13F | Bokf, Na | 6,514 | 4.79 | 1,969 | 4.85 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 725 | 219 | ||||||
| 2026-05-13 | 13F/A | MWA Asset Management | 1,622 | 4.85 | 490 | 4.93 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 10,451 | 2.55 | 3,159 | -0.50 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1,578 | 6.05 | 477 | 6.24 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 14,693 | 13.19 | 4,255 | 7.45 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 536,196 | 5.79 | 162,065 | 5.84 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 1,105 | 0.09 | 334 | 0.30 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 23,022 | 6,959 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 24,933 | 8.19 | 7,536 | 8.24 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,450 | 438 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 4,213 | 6.93 | 1,273 | 6.97 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 148,527 | 3.09 | 44,896 | 3.14 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 5,376 | 3.13 | 1,625 | 3.17 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6,532 | 1.05 | 1,974 | 1.13 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3,204 | 40.53 | 968 | 40.70 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 19,963 | 6.09 | 6,929 | 16.24 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 149,329 | 26.71 | 45,135 | 26.76 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 41,097 | 3.07 | 12,421 | 3.12 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 4,168 | 3.86 | 1,260 | 3.88 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 788 | 4.10 | 238 | 4.39 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 317,128 | 4.73 | 95,852 | 4.77 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 9,973 | 1.73 | 3,014 | 1.79 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 7,941 | 0.72 | 2,400 | 0.80 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 326 | 98 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 662 | 200 | ||||||
| 2026-05-05 | 13F | Zeit Capital LLC | 16,635 | 0.67 | 5,028 | 0.72 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 387 | 11.53 | 117 | 39.76 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 138,366 | 0.07 | 41,821 | 0.11 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 28,537 | 86.82 | 8,625 | 86.93 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8,271 | 12.39 | 2,521 | 13.41 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8,588 | 2,596 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 24,464 | 2.21 | 7,394 | 2.25 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 637,264 | 21.09 | 192,613 | 21.14 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1,289 | 0.16 | 390 | 0.26 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 10,782 | 0.77 | 3,259 | 0.80 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 212,492 | 0.61 | 64,223 | 0.65 | ||||
| 2026-05-12 | 13F | Creative Planning | 124,032 | 1.50 | 37,489 | 1.54 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1,534 | 21.46 | 464 | 21.52 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 7,150 | 0.10 | 2,161 | 0.14 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 11,129 | 2.91 | 3,364 | 2.97 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 3,945 | 11.60 | 1,192 | 11.72 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 54,767 | 4.57 | 16,553 | 4.62 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 10,372 | 16.81 | 3,135 | 16.85 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 9,003 | 9.61 | 2,721 | 9.67 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 367 | 111 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1,539 | 0.52 | 465 | 0.65 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 810 | 245 | ||||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 1,552 | 2.99 | 469 | 2.86 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 2,912 | 0.10 | 880 | 0.23 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 10,877 | 116.93 | 3,653 | 141.22 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3,250 | 323.73 | 1,065 | 330.77 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 12,730 | 3.21 | 3,848 | 3.25 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 4,102 | 18.52 | 1,240 | 18.56 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 8,093 | 1.29 | 2,446 | 0.37 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 930 | 36.76 | 281 | 37.07 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 2,774 | 838 | ||||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2,818 | 0.04 | 852 | 0.00 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 129,093 | 3.69 | 39,018 | 3.74 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 19,945 | 20.23 | 6,028 | 20.30 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 408 | 946.15 | 123 | 1,018.18 | ||||
| 2026-01-29 | 13F | Comerica Bank | 94,403 | 2.68 | 28,520 | 4.23 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 944 | 2.28 | 285 | 2.52 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 764 | 231 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 8,311 | 2,512 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 807,814 | 4.06 | 244,162 | 4.10 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 63,324 | 76.24 | 19,140 | 76.33 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 767 | 0.13 | 232 | 0.00 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 1,217 | 69.50 | 368 | 69.91 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 12,734 | 10.97 | 3,849 | 11.02 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1,431 | 30.57 | 433 | 30.51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23,257 | 448.51 | 7,026 | 457.18 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 26,188 | 8.83 | 7,915 | 8.89 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 3,419 | 0.50 | 1,034 | 0.58 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 950 | 23.38 | 287 | 23.71 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 4,782 | 81.14 | 1,445 | 81.30 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 1,729 | 32.80 | 523 | 32.82 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 949 | 0.11 | 287 | 0.00 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 3,153 | 0.19 | 913 | -4.00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1,921 | 0.05 | 581 | 0.00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 37,888 | 11.19 | 11,451 | 11.24 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 1,088 | 4.51 | 329 | 4.46 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 8,330 | 3.32 | 2,518 | 3.37 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 948 | 11.01 | 287 | 11.28 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 227,911 | 0.75 | 68,441 | 1.64 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 12,438 | 3.02 | 3,759 | 3.07 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 1,251 | 1.79 | 378 | 1.89 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 784 | 0.13 | 237 | 0.00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26,454 | 19.79 | 7,994 | 19.82 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 4,296 | 378.40 | 1,298 | 378.97 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 2,500 | 4.17 | 756 | 4.14 | |||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8,440 | 2,551 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 28,093 | 1.82 | 8,491 | 1.87 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 9,668 | 1.46 | 2,922 | 1.53 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 5,740 | 0.38 | 2 | 0.00 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1,825 | 3.99 | 552 | 3.96 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 2,860 | 9.66 | 865 | 9.78 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 2,153 | 0.51 | 651 | 0.46 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 10,341 | 1.47 | 3,126 | 1.53 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1,990 | 10.86 | 601 | 10.89 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14,836 | 6.12 | 4,482 | 6.13 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2,915 | 881 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 214 | 19.55 | 65 | 18.52 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 21,523 | 2.40 | 6,505 | 2.46 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 43 | 13 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 772 | 46.21 | 233 | 46.54 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4,721 | 1.16 | 1,427 | 1.28 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 14,115 | 0.01 | 4,266 | 0.07 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6,685 | 0.03 | 2,021 | 0.10 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 2,387 | 118.79 | 2,238 | 579.94 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8,329 | 100.51 | 2,517 | 100.72 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 2,913 | 19.63 | 880 | 19.73 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4 | 1 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 9,750 | 17.64 | 2,947 | 17.70 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1,045 | 10.70 | 316 | 10.53 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 2,602 | 2.00 | 786 | 2.08 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 1,667 | 92.94 | 504 | 92.72 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,424 | 130.26 | 1,035 | 130.51 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 60,452 | 6.14 | 18,272 | 6.19 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 28,038 | 5.74 | 8,474 | 5.79 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1,302 | 0.08 | 394 | 0.00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 969,157 | 2.02 | 292,784 | 3.56 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 23,082 | 3.31 | 7 | 0.00 | ||||
| 2026-04-24 | 13F | Balentine LLC | 30 | 9 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 3,532 | 1.73 | 1,068 | 1.81 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 12,061 | 3,378 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 617,063 | 19.77 | 182,026 | 16.95 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 841 | 1.45 | 254 | 1.60 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3,058 | 2.62 | 924 | 2.67 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 180 | 55 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 70 | 21 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5,240 | 14.71 | 1,584 | 14.79 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 3,217 | 20.22 | 972 | 29.64 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 7,422 | 6.76 | 2,243 | 6.81 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1,946 | 2.69 | 588 | 2.80 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 1,738 | 0.70 | 525 | 0.77 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 14,834 | 4.38 | 4,484 | 4.43 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 7,400 | 2,237 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4,808 | 32.34 | 1,453 | 32.45 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 34,088 | 11.22 | 10,303 | 11.26 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 4,046 | 1,223 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 37,811 | 24.15 | 11,428 | 24.20 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 37,328 | 34.15 | 11,293 | 34.25 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 2,986 | 903 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 4,700 | 1,421 | |||||
| 2026-04-22 | 13F | Bravera Wealth | 10,898 | 18.60 | 3,294 | 18.62 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 462 | 93.31 | 140 | 95.77 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 603,872 | 0.09 | 182,520 | 0.14 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 42,420 | 1.39 | 12,821 | 1.44 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 2,633 | 29.96 | 796 | 29.90 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 8,602 | 1.10 | 2,600 | 1.13 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 25 | 13.64 | 8 | 16.67 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1,777 | 0.06 | 537 | 0.19 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 994 | 300 | ||||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 10 | 0 | ||||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 4,733 | 13.47 | 1,430 | 15.15 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 1,829 | 0.11 | 553 | 0.18 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 531,766 | 1.60 | 160,723 | 0.64 | ||||
| 2026-05-06 | 13F | Geneva Capital Management Llc | 11,351 | 105.82 | 3,431 | 106.01 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5,617 | 0.11 | 1,698 | 0.18 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 84,555 | 3.59 | 26 | 4.17 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 1,500 | 0.33 | 453 | 0.44 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 37,839 | 79.54 | 11,432 | 115.44 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 275 | 83 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 655 | 219 | ||||||
| 2026-04-23 | 13F | TFC Financial Management | 766 | 3.10 | 231 | 3.13 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 138 | 42 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 386 | 117 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29,901 | 36.52 | 9,034 | 36.57 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 7,934 | 2.10 | 2,398 | 2.13 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 670 | 203 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2,427 | 12.10 | 734 | 12.08 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4,289 | 1.47 | 1,296 | 1.57 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2,008 | 8.48 | 607 | 8.59 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 14,005 | 4,233 | ||||||
| 2026-04-21 | 13F | River Street Advisors LLC | 2,112 | 638 | ||||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 1,355 | 0.15 | 410 | 0.25 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 13,004 | 1.29 | 3,930 | 130,900.00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8,459 | 0.20 | 2,557 | 0.24 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 3,553 | 1,074 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3,865 | 5.72 | 1,168 | 5.80 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 97,146 | 11.06 | 29,362 | 11.11 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 18,748 | 0.71 | 5,667 | 0.76 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 88,509 | 2.94 | 26,752 | 2.99 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 1,004 | 0.10 | 304 | 0.00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 71,442 | 13.94 | 21,593 | 14.00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 37,938 | 0.55 | 11,467 | 0.60 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2,506 | 155.98 | 758 | 156.61 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 780 | 0.13 | 236 | 0.00 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 22 | 7 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 17,551 | 21.24 | 5,305 | 21.29 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 1,962 | 0.62 | 593 | 0.68 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1,736 | 3.77 | 525 | 3.76 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 19,124 | 5,780 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 39 | 12 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 139,711 | 1.19 | 42,228 | 1.24 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1,075 | 6.65 | 325 | 6.58 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 5,481 | 3.67 | 1,657 | 3.69 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 1,885 | 1.73 | 570 | 1.79 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2,226 | 6.71 | 1 | |||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 40,427 | 0.36 | 12,219 | 0.41 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 2,300 | 220 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 7,528 | 2,275 | ||||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 38,458 | 26.10 | 12 | 22.22 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 133,265 | 2.01 | 40,279 | 2.06 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 47,625 | 7.31 | 14,395 | 7.36 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 18,932 | 2.25 | 5,722 | 2.31 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1,854 | 0.71 | 560 | 0.72 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2,674 | 4.37 | 808 | 4.39 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 65,227 | 19.03 | 19,715 | 20.88 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4,822 | 0.88 | 1,458 | 0.90 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 7,119 | 0.04 | 2,152 | 0.09 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 19 | 6 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 100,821 | 0.05 | 30,473 | 0.10 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 2,257 | 682 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 13,248 | 21.06 | 4,004 | 21.15 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 52,678 | 129.38 | 15,922 | 129.51 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1,055 | 306 | ||||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 1,101 | 0.09 | 333 | 0.00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 134 | 40 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 66,835 | 1.19 | 20,201 | 1.24 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2,884 | 0.24 | 872 | 0.23 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1,598 | 1.52 | 483 | 1.68 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 54 | 16 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 99,434 | 55.41 | 30,054 | 55.48 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 86,224 | 3.37 | 26,061 | 3.42 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 38,400 | 49.42 | 11,606 | 49.48 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 8,400 | 950.00 | 2,539 | 953.11 | |||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 6,583 | 0.61 | 1,990 | 0.66 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 4,943 | 4.28 | 1,494 | 4.26 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1,912 | 59.07 | 578 | 56.79 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 316,577 | 0.91 | 95,685 | 0.95 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 8,499 | 2.91 | 2,569 | 2.93 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 6,086 | 22.23 | 1,839 | 22.27 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 59,644 | 12.62 | 18,036 | 12.67 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 21,769 | 14.57 | 6,580 | 14.62 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1,590 | 10.96 | 481 | 11.11 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 8,904 | 26.69 | 2,691 | 26.75 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3,637 | 6.03 | 1,099 | 6.08 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 118,422 | 2.95 | 35,793 | 105,173.53 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4,593 | 6.49 | 1,388 | 6.52 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 2,200 | 0.14 | 655 | -1.36 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 11 | 3 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 14,656 | 14.52 | 4,430 | 14.56 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 1,747 | 0.98 | 588 | 7.30 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 10,132 | 1.40 | 3,062 | 1.46 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 314,286 | 2.63 | 94,993 | 2.67 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 75,423 | 4.61 | 22,796 | 4.66 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 177 | 16.45 | 53 | 17.78 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 15,238 | 5.72 | 4,606 | 5.76 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 899 | 0.11 | 272 | 0.00 | ||||
| 2026-04-16 | 13F | Friday Financial | 4,508 | 5.82 | 1,363 | 5.91 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 35,049 | 3.70 | 10,594 | 3.75 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1,316 | 45.90 | 398 | 45.96 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 46,157 | 1.91 | 13,951 | 1.97 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 3,029 | 5.87 | 915 | 5.90 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 2,283 | 6.29 | ||||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 1,258 | 6.61 | 380 | 6.74 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 54,938 | 1.78 | 16,605 | 1.83 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 19,266 | 1.01 | 5,823 | 1.06 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1,031,328 | 0.63 | 311,689 | 0.66 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 798 | 0.13 | 241 | 0.42 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 5,674 | 0.11 | 1,715 | 0.18 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,709 | 3.61 | 4,446 | 3.66 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 776 | 234 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 2,163 | 167.70 | 654 | 167.62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 75,583 | 38.42 | 22,834 | 40.52 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 19,781 | 14.42 | 5,978 | 14.46 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 569 | 97.57 | 172 | 96.55 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 35,763 | 117.95 | 10,809 | 118.06 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 1,401 | 467 | ||||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 4,621 | 7.27 | 1,397 | 7.30 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 62,612 | 0.21 | 18,916 | 0.21 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 2,182 | 4.10 | 659 | 4.11 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 295,512 | 14.69 | 89,398 | 14.72 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 1,390 | 0.07 | 420 | 0.24 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 35,397 | 3.50 | 11 | 0.00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6,949 | 230.59 | 2,100 | 230.71 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 183,200 | 55,372 | ||||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3,357 | 1,015 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 167,255 | 144.98 | 50,553 | 145.10 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 3,022 | 1.92 | 913 | 2.01 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 5,628 | 0.70 | 1,701 | 0.77 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 162 | 49 | ||||||
| 2026-04-13 | 13F | Trust Co | 4,203 | 1.06 | 1,270 | 1.11 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 2,277 | 10.64 | 688 | 10.79 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 539 | 10.91 | 163 | 10.96 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 9,370 | 1.47 | 2,831 | 2.98 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 675 | 204 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 4,350 | 7.67 | 1,315 | 7.70 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 368 | 111 | ||||||
| 2026-05-12 | 13F | Entrust Financial Llc | 650 | 1.40 | 196 | 1.55 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 5,177 | 5.27 | 1,642 | 5.32 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 9 | 3 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 6,119 | 0.11 | 1,851 | 0.16 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 8,597 | 5.38 | 2,879 | 8.76 |
