GB:0LOS / Vanguard Index Funds - Vanguard Total Stock Market ETF - Propriedade Institucional - Compradores

Vanguard Index Funds - Vanguard Total Stock Market ETF
GB ˙ LSE ˙ US9229087690
US$ 374,15 ↑0.07 (0.02%)
2026-06-02
PREÇO DA AÇÃO
Propriedade Institucional e de Fundos - Compradores

Os principais detentores que abriram novas posições em Vanguard Index Funds - Vanguard Total Stock Market ETF incluem Vanguard Global Advisers, LLC, Vanguard Advisers Inc, Narodna banka Slovenska, Vanguard National Trust Co, Custom Index Systems, Llc, Tiaa-cref Individual & Institutional Services, Llc, Cerity Partners Retirement Plan Advisors LLC, Verus Advisory, Inc., Navigation Group, LLC, Wealth Care LLC, Wright Fund Managment, LLC, Calamos Advisors LLC, Wealth Enhancement Advisory Services, Llc, Heartland Bank & Trust Co, Navigate Wealth Management, LLC, Strategic Financial Group, LLC, Financial Solutions Advisory Group, Inc., TIAA Wealth Investment Management LLC, Phillip James Consulting Co., e TRB 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.
(%)
2026-05-09 13F MSH Capital Advisors LLC 7,614 243.13 2,443 228.67
2026-05-06 13F Bartlett & Co. Wealth Management Llc 160,191 1.86 56,704 7.54
2026-05-15 13F Mcdonald Partners Llc 776 6.16 249 1.22
2026-04-21 13F Oak Wealth Advisors LLC 3,040 30.75 975 25.16
2026-04-10 13F Atala Financial Inc 26,831 7.09 8,659 3.08
2026-05-11 13F Alpha Financial Advisors, LLC 2,231 15.84 716 10.85
2026-04-28 13F Berger Financial Group, Inc 18,788 4.00 6,027 -0.48
2026-04-22 13F Aspire Private Capital, LLC 3,769 1.43 1,209 -2.97
2026-02-11 13F MidWestOne Financial Group, Inc. 1,706 53.56 572 56.87
2026-04-21 13F Tenon Financial LLC 26,751 22.82 8,582 17.53
2026-05-15 13F Fiduciary Trust Co 64,744 4.90 20,771 0.38
2026-05-12 13F Daybright Advisory Services, Inc. 10,585 0.27 3,396 -4.04
2026-05-15 13F Talisman Wealth Advisors LLC 15,807 21.71 5,071 16.23
2026-05-12 13F Cloud Capital Management, LLC 6,088 16.14 2 0.00
2026-04-14 13F Global Trust Wealth Management LLC 25,905 0.74 8,311 -3.61
2026-05-14 13F Bollard Group LLC 3,374 0.33 1 0.00
2026-04-17 13F Anchyra Partners Llc 1,000 45.35 321 39.13
2026-01-22 13F AllGen Financial Advisors, Inc. 269,236 0.93 90,267 3.11
2026-04-10 13F Impact Capital Partners LLC 5,812 4.25 1,865 -0.27
2026-05-13 13F BCJ Capital Management, LLC 21,021 12.00 6,744 7.17
2026-04-16 13F Tortuga Wealth Management, Inc 3,723 1,248
2026-04-20 13F 25 Llc 1,258 5.45 404 0.75
2026-05-01 13F Sterling Investment Management, Inc. 6,084 238.00 1,952 223.55
2026-04-22 13F Retirement Guys Formula Llc 1,666 3.74 534 -0.74
2026-05-14 13F Ruane, Cunniff & Goldfarb L.P. 2,748 2.61 882 -1.78
2026-05-04 13F Bleakley Financial Group, LLC 120,411 17.68 38,629 12.61
2026-04-22 13F Romano Brothers And Company 26,067 4.49 8,363 -0.01
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 1,032 0.29 331 -4.06
2026-05-07 13F Commonwealth Financial Services, LLC 2,770 112.59 889 103.20
2026-04-22 13F Carroll Advisory Group, LLC 29,159 41.28 9,355 35.19
2026-05-14 13F IronBridge Private Wealth, LLC 6,300 0.82 2,021 -3.53
2026-04-23 13F Lazari Capital Management, Inc. 10,429 3.91 3,346 -0.59
2026-04-24 13F Advanced Asset Management Advisors Inc 44 780.00 14 1,300.00
2026-05-04 13F Providence First Trust Co 15,592 0.43 5,002 -3.90
2026-05-12 13F Adventist Health System/ West 3,950 1,267
2026-04-30 13F Carmel Capital Partners, LLC 4,393 13.11 1,409 8.22
2026-05-05 13F Legacy Advisors, LLC 41,256 7.42 13,235 2.79
2026-04-13 13F Hudson Capital Management LLC 2,891 0.17 928 -4.14
2026-05-13 13F Lunt Capital Management, Inc. 18,205 4.78 5,840 0.26
2026-04-29 13F Montz Harcus Wealth Management LLC 5,569 348.75 1,786 329.33
2026-05-20 13F/A Arete Wealth Advisors, LLC 18,809 3.65 6,033 100,450.00
2026-04-21 13F Maseco Llp 17,187 12.78 5,515 7.95
2026-04-22 13F tru Independence LLC 3,419 4.81 1,097 0.27
2026-04-14 13F Drive Wealth Management, Llc 11,869 1.24 3,807 -3.13
2026-04-23 13F Seek First Inc. 1,395 0.29 448 -4.08
2026-05-12 13F Focused Alpha, Llc 46,370 6.04 14,876 1.47
2026-05-18 13F Strategic Planning, Inc. 1,360 0.29 436 -3.96
2026-04-24 13F Root Financial Partners, LLC 119,196 24.34 38,239 18.98
2026-05-12 13F Kmt Wealth Management, Llc 291,438 2.98 93,496 -1.47
2026-05-07 13F Richard C. Young & CO., LTD. 6,393 18.24 2,051 13.19
2026-05-18 13F Hamilton Wealth, LLC 12,624 150.13 4,050 139.50
2026-04-24 13F Old Peak Finance LLC 14,077 17.29 4,516 12.25
2026-05-15 13F Larch Capital Partners Llc 1,552 498
2026-05-08 13F Burling Wealth Partners, Llc 35,681 0.50 11,447 -3.84
2026-05-15 13F Two Sigma Investments, Lp 552,439 81.92 177,228 74.07
2026-04-10 13F Capital Advantage, Inc. 3,349 0.54 1,074 -3.76
2026-04-08 13F DiNuzzo Private Wealth, Inc. 2,187 8.00 702 3.39
2026-05-13 13F Sherman Porfolios, Llc 2,483 70.65 797 63.45
2026-04-28 13F Fortis Capital Advisors, LLC 27,944 4.14 8,965 -0.36
2026-05-08 13F Seneschal Advisors, LLC 71,785 0.02 23,029 -4.30
2026-04-21 13F Morey & Quinn Wealth Partners, LLC 2,236 75.51 717 67.92
2026-04-22 13F Essential Planning, LLC. 66,344 5.25 21,284 0.71
2026-05-01 13F Slagle Financial, LLC 878 1.74 282 -2.77
2026-04-20 13F Ronald Blue Trust, Inc. 27,615 4.43 8,859 -0.07
2026-04-09 13F Meritas Wealth Management, LLC 630 0.48 202 -3.81
2026-05-07 13F D'Orazio & Associates, Inc. 414,124 1.46 132,855 -2.91
2026-05-11 13F Hamrick Investment Counsel, llc 3,664 696.52 1,175 662.99
2026-04-13 13F Robinhood Asset Management, LLC 6,839 14.54 2,194 9.65
2026-05-13 13F AE Wealth Management LLC 63,114 15.32 20,248 10.34
2026-04-22 13F Kapstone Financial Advisors LLC 1,129 5.12 362 0.56
2026-05-06 13F HighMark Wealth Management LLC 2,475 0.28 794 -3.99
2026-05-14 13F Spreng Capital Management, Inc. 2,876 0.59 923 -3.76
2026-04-17 13F Murphy & Mullick Capital Management Corp 5,003 27.95 1,605 22.52
2026-05-13 13F WealthCollab, LLC 69,346 10.09 22,247 5.34
2026-05-01 13F Torray Llc 744 0.27 239 -4.03
2026-05-14 13F St. Louis Trust Co 241,786 2.18 77,567 -2.23
2026-04-20 13F Ritholtz Wealth Management 1,574,393 9.81 505,081 5.08
2026-04-22 13F Shotwell Rutter Baer Inc 75,725 6.27 24,293 0.23
2026-05-15 13F Amussen Hunsaker Associates Llc 15,185 2.96 4,872 -1.48
2026-04-08 13F Exchange Bank 11,145 4.68 3,575 0.17
2026-04-16 13F Solitude Financial Services 785 271
2026-04-08 13F Significant Wealth Partners LLC 1,846 0.65 592 -3.58
2026-04-22 13F Avalon Advisory Group 388,171 4.63 124,529 0.12
2026-05-11 13F Viawealth, Llc 2,337 1.96 750 -2.47
2026-05-01 13F Hills Bank & Trust Co 13,516 1.61 4,336 -2.76
2026-05-12 13F Werba Rubin Papier Wealth Management 9,978 8.01 3,201 3.36
2026-04-09 13F Tompkins Financial Corp 7,843 9.55 2,516 4.83
2026-04-24 13F KC Investment Advisors, LLC 9,754 3.40 3,129 -1.04
2026-05-12 13F Chesapeake Asset Management Llc 1,616 3.92 518 -0.58
2026-05-15 13F Empowered Funds, LLC 64,855 93.15 20,806 84.83
2026-05-06 13F Quadrant Private Wealth Management, LLC 18,611 8.47 5,971 3.79
2026-05-08 13F Resources Investment Advisors, LLC. 195,878 1.91 62,840 -2.49
2026-05-04 13F Calamos Advisors LLC 21,947 7,041
2026-05-11 13F Convergence Financial, LLC 2,912 115.38 954 110.60
2026-04-09 13F Clarity Capital Advisors, LLC 54,228 31.89 17,397 26.20
2026-05-15 13F Quantinno Capital Management LP 900,091 15.72 288,758 10.73
2026-04-10 13F Harbor Group, Inc. 5,117 70.06 1,641 62.80
2026-04-13 13F Fiduciary Financial Group, Llc 37,065 3.84 11,891 -0.64
2026-04-29 13F Advance Capital Management, Inc. 3,665 1.38 1,176 -3.05
2026-04-22 13F Traphagen Investment Advisors Llc 44,588 0.59 14,304 -3.75
2026-05-04 13F Souders Financial Advisors 1,087 6.36 349 1.75
2026-05-08 13F Guidance Capital, Inc 20,494 11.66 7,316 16.94
2026-04-09 13F Rockingstone Advisors LLC 17,000 0.06 5,454 -4.27
2026-05-08 13F Marco Investment Management Llc 2,718 10.94 872 6.09
2026-05-11 13F First National Bank Of Omaha 284,832 1.99 88,906 -5.74
2026-04-29 13F Strategic Financial Group, LLC 17,185 5,513
2026-05-11 13F Strengthening Families & Communities, LLC 526 169
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 34,083 12.61 10,934 7.76
2026-05-11 13F Retirement Solution Inc. 1,959 28.29 628 22.66
2026-04-07 13F Bath Savings Trust Co 7,997 8.77 2,566 4.10
2026-05-01 13F Martel Wealth Advisors Inc 2,565 0.43 823 -3.97
2026-05-01 13F Luminvest Wealth Management LLC 287,394 2.41 94,714 0.66
2026-04-07 13F Heartwood Wealth Advisors LLC 1,860 0.76 597 -3.56
2026-05-14 13F Tempo Wealth, LLC 4,160 0.36 1,335 -3.96
2026-04-28 13F Kathmere Capital Management, LLC 36,006 27.59 11,551 22.09
2026-04-28 13F Clear Retirement Advice LLC 13,829 2.64 4,436 -2.66
2026-05-12 13F Coyle Financial Counsel LLC 17,219 0.34 5,524 -3.98
2026-04-21 13F Accredited Investor Services, Llc 1,049 337
2026-05-12 13F Northwest Bancshares, Inc. 2,480 6.44 796 1.79
2026-05-11 13F Atlas Legacy Advisors, LLC 15,490 10.78 4,969 6.04
2026-05-13 13F Triumph Capital Management 6,930 0.65 2,223 -3.68
2026-05-15 13F Turim 21 Investimentos Ltda. 202,435 54.62 131,652 47.46
2026-04-23 13F Ironwood Wealth Management, LLC. 802 1.78 257 -2.65
2026-05-13 13F Parkshore Wealth Management, Inc. 2,349 754
2026-04-22 13F Riverbend Wealth Management, LLC 1,573 15.24 505 10.28
2026-04-27 13F Pensionmark Financial Group, Llc 100,215 0.98 32,150 -3.38
2026-04-17 13F Hanson & Doremus Investment Management 16,211 5.86 5 0.00
2026-05-13 13F Synergy Financial Management, LLC 40,362 12.68 12,949 7.82
2026-04-22 13F Pasadena Private Wealth, LLC 7,474 0.88 2,398 -3.46
2026-05-07 13F Maimon Wealth Management Ltd. 14,213 10.74 4,430 2.93
2026-05-01 13F Consilio Wealth Advisors, Llc 781 0.13 250 -4.21
2026-04-16 13F Cambridge Advisors Inc. 36,298 0.00 11,645 -4.31
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 19,269 1.73 6,182 -2.66
2026-05-15 13F Two Sigma Securities, Llc 16,176 5,189
2026-04-21 13F Family Wealth Group, LLC 3,060 55.96 982 49.32
2026-04-23 13F Members Wealth Llc 6,436 16.66 2,260 19.77
2026-04-13 13F Community Trust & Investment Co 2,340 202.33 751 189.58
2026-05-14 13F Gladstone Institutional Advisory LLC 31,223 4.22 10,017 -0.28
2026-04-27 13F Beacon Advisors Holdings, Llc 21,447 0.03 6,880 -4.28
2026-04-28 13F Goldstein Advisors, LLC 6,166 0.41 1,978 -3.94
2026-05-14 13F Providence Capital Advisors, LLC 6,547 45.94 2,100 39.63
2026-05-13 13F Avestar Capital, LLC 33,587 295.75 10,776 278.73
2026-05-13 13F Anson Capital, Inc. 2,231 3.19 716 -1.24
2026-04-21 13F GHP Investment Advisors, Inc. 3,923 17.81 1,258 12.72
2026-05-15 13F Strive Financial Group ,LLC 875 22.21 281 17.08
2026-04-17 13F Krilogy Financial LLC 34,737 3.82 12,020 5.04
2026-04-22 13F Hartmann Taylor Wealth Management, LLC 1,570 9.26 504 4.57
2026-05-14 13F Northern Trust Corp 9,715,051 0.02 3,116,686 -4.29
2026-05-12 13F Independent Advisor Alliance 129,153 178.37 41,433 166.36
2026-04-10 13F Integris Wealth Management, LLC 110,229 1.57 35,363 -2.81
2026-05-12 13F Baldwin Investment Management, LLC 8,480 11.04 2,720 6.25
2026-04-24 13F Boston Trust Walden Corp 23,413 0.69 7,511 -3.66
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 17,526 3.38 5,623 -2.73
2026-04-14 13F LifeGoal Wealth Advisors 7,690 0.10 2,486 -3.50
2026-04-22 13F Clarity Wealth Development LLC 75,471 5.83 24,212 1.26
2026-04-02 13F Stash Investments, LLC 321,432 7.44 103,119 2.80
2026-04-13 13F Cogent Private Wealth, Inc. 669 8.60 215 3.88
2026-05-06 13F Modera Wealth Management, LLC 171,405 0.30 54,989 -4.02
2026-01-29 13F Concurrent Investment Advisors, LLC 169,123 13.87 56,702 16.34
2026-04-23 13F Wheelhouse Advisory Group LLC 1,091 4.30 350 -0.85
2026-04-09 13F Goelzer Investment Management, Inc. 5,409 2.37 1,735 -2.03
2026-04-16 13F Sunbeam Capital Management, LLC 2,329 747
2026-05-15 13F Pitti Group Wealth Management, LLC 24,887 2.61 7,984 -1.81
2026-05-01 13F Leicht Financial Planning & Wealth Management, Inc. 974 312
2026-04-16 13F CogentBlue Wealth Advisors, LLC 14,019 1.39 4,497 -2.98
2026-05-08 13F SHP Wealth Management 18,634 2.84 5,978 -1.58
2026-04-29 13F SilverOak Wealth Management LLC 20,695 3.23 6,639 -1.22
2026-05-04 13F Cogent Strategic Wealth Llc 4,308 8.30 1,382 2.07
2026-05-05 13F Mjp Associates Inc /adv 50,781 0.60 16,291 -3.75
2026-04-30 13F Costello Asset Management, INC 1,369 0.07 439 -4.15
2026-05-08 13F CSP Financial Group, LLC 4,191 1,344
2026-05-01 13F Ring Mountain Capital, LLC 2,050 0.20 1
2026-04-10 13F Quaker Wealth Management, LLC 168,373 4.58 54,016 0.07
2026-05-06 13F Cabot-Wellington, LLC 779,153 16.77 249,960 11.73
2026-02-09 13F V. M. Manning & Co., Inc. 602 202
2026-04-20 13F Strategent Financial, LLC 6,523 12.97 2,093 8.11
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 14,212 11.89 4,559 7.07
2026-04-15 13F Occidental Asset Management, LLC 1,043 0.68 335 -3.75
2026-04-30 13F Range Financial Group LLC 1,962 35.97 629 30.23
2026-05-15 13F JCP Investment Management, LLC 1,560 500
2026-04-23 13F Balanced Wealth Group Llc 8,449 98.52 2,711 93.43
2026-04-24 13F Optas, LLC 139,483 1.31 44,750 -3.06
2026-04-29 13F Orin Green Financial, LLC 1,302 21.12 418 15.83
2026-04-28 13F Pine Harbor Wealth Management, LLC 48,677 1.89 15,616 -2.50
2026-04-27 13F Meredith Wealth Planning 9,697 0.01 3,111 -4.31
2026-04-17 13F/A Founders Financial Securities Llc 27,183 0.75 9,118 0.81
2026-05-05 13F West Paces Advisors Inc. 19,824 0.22 6,360 -4.12
2026-05-15 13F Aufman Associates Inc 1,907 0.21 612 -4.23
2026-04-27 13F Smith & Howard Wealth Management, LLC 159,786 0.20 51,263 -4.12
2026-05-15 13F Knightsbridge Asset Management, Llc 2,412 0.04 774 -4.33
2026-05-04 13F Mosaic Advisors LLC 1,238 436
2026-05-12 13F ESG Planning 12,305 1.36 3,948 -3.02
2026-04-08 13F Icapital Wealth Llc 5,024 0.02 1,612 -4.28
2026-05-18 13F Twin Lakes Capital Management, LLC 13,200 0.30 4,235 -4.03
2026-04-20 13F CWA Asset Management Group, LLC 102,488 3.88 32,879 -0.60
2026-05-12 13F Impax Asset Management Group plc 851 273
2026-05-22 13F Independent Wealth Advisors LLC 1,104 6.36 354 1.72
2026-05-15 13F FreeGulliver LLC 17,581 1,257.61 5,640 1,199.54
2026-04-24 13F Financial Life Planners 12 4
2026-04-15 13F Hartford Financial Management Inc. 135 77.63 43 72.00
2026-05-08 13F Dash Acquisitions Inc. 8,063 0.02 2,824 3.56
2026-05-11 13F WPWealth LLP 8,996 3.70 2,886 -0.79
2026-04-15 13F Belleair Asset Management, LLC 4,307 27.77 1,382 22.21
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 35,954 1.79 11,534 -2.60
2026-05-08 13F Tower Wealth Partners, Inc. 9,807 0.61 3,146 -3.73
2026-02-03 13F Vantage Financial Partners, LLC 5,108 3.80 1,713 6.07
2026-05-13 13F Transcend Wealth Collective, Llc 13,323 0.60 4,274 -3.72
2026-04-27 13F JB Capital LLC 4,411 1.92 1,415 -2.48
2026-04-16 13F Klaas Financial Asset Advisors, LLC 1,986 3.98 637 -0.47
2026-04-07 13F First Citizens Financial Corp 16,593 12.53 5,323 7.69
2026-05-13 13F Redwood Family Wealth LLC 1,439 2.06 462 -2.33
2026-05-13 13F Boston Family Office Llc 36,033 11.41 12 10.00
2026-04-16 13F Cornerstone Management, Inc. 43,574 0.00 13,979 -4.31
2026-05-14 13F Financial Sense Advisors, Inc. 1,393 0.36 447 -4.09
2026-05-12 13F Anchor Capital Advisors Llc 2,338 21.77 750 16.64
2026-05-14 13F Bridgewater Advisors Inc. 239,288 6.42 87,271 14.46
2026-05-01 13F Pacific Asset Management, LLC 3,682 0.08 1,181 -4.22
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 20,963 3.23 6,725 -1.22
2026-05-11 13F Millennium Capital Advisors, LLC 2,330 0.30 748 -3.98
2026-05-05 13F Plante Moran Financial Advisors, LLC 20,955 6.92 6,722 2.30
2026-04-22 13F Sterling Capital Management LLC 27,967 1.00 8,972 -3.35
2026-04-13 13F Plan Group Financial, LLC 24,942 7.89 8,002 3.24
2026-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 7,952 5.07 2,551 0.55
2026-04-20 13F Friedenthal Financial 192 14.97 62 10.91
2026-05-01 13F Ruedi Wealth Management, Inc. 1,168 4.29 375 -0.27
2026-05-13 13F Tiemann Investment Advisors, Llc 3,919 1,257
2026-04-22 13F TPG Advisors LLC 30,685 0.22 9,844 -4.10
2026-04-15 13F Client 1st Advisory Group, Llc 1,110 356
2026-04-30 13F Hassell Wealth Management, LLC 238,546 2.23 76,528 -4.07
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 45,062 11.07 4,584 1.60
2026-04-17 13F LMG Wealth Partners, LLC 6,970 4.95 2,236 0.45
2026-04-27 13F Strathmore Capital Advisors, Inc. 12,552 11.69 4,419 17.28
2026-05-05 13F EnRich Financial Partners LLC 1,524 0.13 489 -4.31
2026-05-12 13F Partners Capital Investment Group, Llp 19,052 3.72 6,112 -0.75
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 116,329 8.34 37,319 3.67
2026-05-14 13F Roof Eidam & Maycock/adv 10,239 2.76 3,285 -1.68
2026-04-29 13F Unified Investment Management 1,464 7.57 470 2.85
2026-04-27 13F Koshinski Asset Management, Inc. 29,803 1.52 9,561 -2.87
2026-04-15 13F Radnor Capital Management, LLC 3,581 3.71 1,149 -0.78
2026-04-20 13F Triangle Securities Wealth Management 1,899 43.54 609 37.47
2026-05-07 13F Northwestern Mutual Wealth Management Co 817,443 7.35 262,244 2.72
2026-05-15 13F Vance Wealth, Inc. 1,156 2.21 371 -2.37
2026-04-27 13F Navigate Wealth Management, LLC 17,734 6,168
2026-05-11 13F American Money Management, LLC 33,516 0.35 10,752 -3.97
2026-05-04 13F Integrity Wealth Solutions LLC 8,506 6.29 2,729 1.68
2026-05-15 13F/A EverSource Wealth Advisors, LLC 121,578 26.96 39,003 21.48
2026-04-24 13F Cannon Advisors, Inc. 1,077 18.22 346 11.29
2026-04-08 13F Quantum Financial Advisors, LLC 25,506 7.58 8,183 2.94
2026-04-15 13F Tribridge Partners Financial LLC 1,538 24.53 498 20.29
2026-01-07 13F Yeomans Consulting Group, Inc. 11,768 38.86 3,945 41.40
2026-05-15 13F Sanchez Levi Garrett 1,527 490
2026-05-13 13F Delta Investment Management, LLC 3,309 35.73 1,061 29.87
2026-05-11 13F TD Capital Management LLC 257,701 0.07 82,673 -4.24
2026-05-15 13F Chai Trust Co Llc 541,481 0.24 173,713 -4.08
2026-04-24 13F Vision Financial Markets Llc 312 0.32 100 -4.81
2026-05-12 13F Icon Wealth Advisors, LLC 11,411 4.10 3,996 8.73
2026-05-01 13F Midwest Trust Co 103,534 10.13 33,215 5.38
2026-02-18 13F Front Street Capital Management, Inc. 4,006 31.22 1 0.00
2026-05-12 13F Dearborn Partners Llc 909 16.69 292 11.49
2026-05-05 13F Cullen/frost Bankers, Inc. 22,283 53.55 7,149 46.93
2026-04-07 13F Signaturefd, Llc 58,523 3.62 18,775 -0.85
2026-04-22 13F Bluesphere Advisors, LLC 1,367 439
2026-05-15 13F PFG Private Wealth Management, LLC 965 310
2026-05-11 13F RWM Asset Management, LLC 1,753 0.75 562 -5.55
2026-05-08 13F Everett Harris & Co /ca/ 7,052 7.14 2,262 2.54
2026-04-16 13F VVR Holdings LLC 58,792 3.25 18,861 -1.20
2026-05-01 13F Diversify Wealth Management, Llc 55,921 169.03 19,584 175.25
2026-04-13 13F Mallini Complete Financial Planning LLC 133,910 3.20 42,960 -1.25
2026-05-12 13F Richardson Capital Management LLC 1,242 0.16 399 -4.10
2026-05-08 13F Stone Loft Wealth Management Llc 105,412 27.20 33,817 21.72
2026-05-05 13F One Day In July LLC 37,451 2.84 12,015 -1.60
2026-05-12 13F Orion Investment Co 3,954 1,268
2026-04-23 13F SJS Investment Consulting Inc. 2,417 0.71 775 -3.61
2026-04-29 13F Centerpoint Advisory Group 897 1.47 288 -3.04
2026-05-14 13F Sunesis Advisors, LLC 266,662 0.38 85,548 -3.95
2026-04-29 13F Demars Financial Group, LLC 1,274 31.88 409 26.32
2026-04-15 13F Fmb Wealth Management 8,806 898.41 2,825 857.63
2026-02-05 13F Tucker Asset Management Llc 3,496 23.97 1,172 26.70
2026-05-15 13F IHT Wealth Management, LLC 55,042 1.20 17,658 -3.16
2026-02-10 13F Principia Wealth Advisory, LLC 1,386 0.95 465 3.11
2026-04-21 13F Morton Capital Management LLC/CA 6,061 8.02 1,944 3.35
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 41,067 3.17 13,175 -1.27
2026-05-12 13F Absolute Capital Management, LLC 10,571 2.65 3,391 -1.77
2026-05-13 13F Keystone Financial Group 121,278 1.27 39,107 -2.60
2026-05-13 13F Petra Financial Advisors Inc 2,415 0.21 775 -4.21
2026-05-08 13F McAdam, LLC 8,498 1.63 2,726 -2.75
2026-05-14 13F Proficio Capital Partners LLC 91,961 13.17 29,807 9.40
2026-05-15 13F Excelsior Advisor Network LLC 1,218 11.85 391 6.85
2026-04-28 13F Bryant Woods Investment Advisors, LLC 814 36.35 261 30.00
2026-04-09 13F Chemistry Wealth Management LLC 7,118 3.47 2,283 -1.00
2026-04-16 13F Capital Advisors, Ltd. LLC 93,753 3.93 30 0.00
2026-05-06 13F Aviance Capital Partners, LLC 10,783 4.11 3,459 -0.37
2026-04-30 13F Manske Wealth Management 185,502 7.05 59,511 2.43
2026-04-21 13F Outfitter Financial LLC 10,459 1.36 3,355 -3.01
2026-04-27 13F Fulton Breakefield Broenniman Llc 9,380 3.73 3,009 -0.73
2026-05-13 13F Mairs & Power Inc 1,546 19.47 496 14.55
2026-05-14 13F Pennington Partners & Co., Llc 184,540 3.21 59,202 -1.24
2026-05-08 13F Russell Investments Group, Ltd. 16,752 0.71 5,374 -3.62
2026-05-11 13F Daymark Wealth Partners, Llc 11,268 19.94 3,615 14.77
2026-04-29 13F Rockwood Wealth Management, LLC 18,094 5.98 5,805 1.40
2026-04-24 13F Whelan Financial 7,530 8.74 2,416 4.05
2026-05-06 13F Tyche Wealth Partners LLC 11,907 0.24 3,820 -4.09
2026-04-07 13F CoreCap Advisors, LLC 462,359 4.07 148,330 -0.42
2026-05-06 13F CNB Bank 10,632 27.99 3,411 22.44
2026-05-07 13F Tidemark, LLC 4,018 21.17 1,289 16.02
2026-04-23 13F Game Plan Financial Advisors, LLC 28 64.71 9 60.00
2026-04-13 13F Foster Group, Inc. 1,396,012 3.92 447,855 -0.56
2026-04-08 13F Wealth Enhancement Advisory Services, Llc Put 20,800 211,730
2026-05-05 13F Philadelphia Investment Partners, LLC 24 8
2026-04-08 13F Ccg Wealth Management, Llc 7,649 36.30 2,454 30.46
2026-04-27 13F Qrg Capital Management, Inc. 14,161 17.94 4,543 12.87
2026-04-08 13F Hardin Capital Partners, LLC 13,863 8.35 4,448 3.68
2026-05-06 13F Benningfield Financial Advisors, Llc 50,454 6.60 16,186 2.00
2026-04-29 13F SwitchPoint Financial Planning, LLC 9,177 5.69 2,944 1.13
2026-04-22 13F Storen Legacy Partners, LLC 884 283
2026-05-13 13F River Wealth Advisors LLC 3,406 13.42 1,093 8.55
2026-05-12 13F Operose Advisors LLC 246,443 4.50 79,060 -0.01
2026-04-15 13F Cranbrook Wealth Management, LLC 1,299 6.04 417 1.46
2026-05-07 13F Advisor OS, LLC 54,460 0.54 17,471 -3.80
2026-05-14 13F Capital Analysts, Inc. 35,285 17.81 11 10.00
2026-04-27 13F Gordian Advisors LLC 77,427 1.95 24,839 -2.44
2026-05-15 13F Alliancebernstein L.p. 349,294 0.90 117,108 0.90
2026-05-12 13F Baker Avenue Asset Management, LP 259,920 5.08 83,385 0.55
2026-05-14 13F Cowa, Llc 1,282 0.08 412 -3.52
2026-04-13 13F Lee Financial Co 10,069 0.32 3,230 -4.01
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 174,787 6.76 56,073 2.15
2026-05-15 13F Jones Financial Companies Lllp 773,538 20.27 242,556 12.46
2026-04-13 13F Jackson Square Capital, Llc 1,710 5.49 549 0.92
2026-04-13 13F CMH Wealth Management LLC 2,870 921
2026-05-12 13F TD Waterhouse Canada Inc. 52,460 12.47 16,942 8.35
2026-04-14 13F Affiance Financial, LLC 227,871 9.88 73,103 5.14
2026-05-06 13F Keystone Financial Services 2,258 0.67 725 -3.72
2026-04-16 13F Fiduciary Advisors, Inc. 7,489 2.28 2,403 -2.16
2026-04-01 13F Rowland & Co Investment Counsel/adv 5,293 9.84 1,698 5.14
2026-04-29 13F Cary Street Partners Financial Llc 127,245 1.16 40,821 -3.21
2026-05-12 13F Anfield Capital Management, LLC 702 330.67 225 316.67
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 153,056,541 31,676.69 1,923 -98.81
2026-05-05 13F Black Diamond Financial, LLC 24,082 1.27 7,726 -3.10
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 55,318 140.54 17,747 130.17
2026-05-01 13F Seaside Wealth Management, Inc. 355,403 2.03 114,017 -2.37
2026-04-30 13F Mason & Associates Inc 6,155 3.71 1,918 -3.57
2026-04-27 13F Greenleaf Trust 24,859 1.83 7,975 -2.55
2026-05-12 13F Azimuth Capital Investment Management LLC 42,100 0.81 13,506 -3.53
2026-05-15 13F Pointe Capital Management LLC 5,697 64.89 1,828 57.77
2026-05-11 13F National Wealth Management Group, LLC 12,823 2.26 4,114 -2.16
2026-05-14 13F Joseph P. Lucia & Associates, LLC 876 4.91 281 0.36
2026-05-05 13F Compass Financial Group, Inc. 31,393 2.72 10,071 -1.71
2026-05-14 13F Lebenthal Global Advisors, LLC 42,108 2.61 13,509 -1.82
2026-04-21 13F Ramiah Investment Group 34,283 7.46 10,998 2.82
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 743 0.13 238 -4.03
2026-02-25 13F Kw Wealth Management Llc 3,328 11.38 1,116 13.88
2026-04-28 13F Walkner Condon Financial Advisors LLC 10,786 0.92 3,460 -3.43
2026-05-01 13F First Business Financial Services, Inc. 797,187 1.05 255,746 -3.31
2026-04-16 13F BlueSky Wealth Advisors, LLC 7,194 15.49 2,308 10.49
2026-05-13 13F Calton & Associates, Inc. 773 248
2026-05-14 13F Elgethun Capital Management 5,270 124.26 1,691 114.74
2026-04-21 13F Narus Financial Partners, LLC 14,426 0.88 4,628 -3.48
2026-05-14 13F Bridgewealth Advisory Group, LLC 12,293 1.30 3,944 -3.07
2026-05-13 13F Mackenzie Financial Corp 31,440 30.42 10,086 24.09
2026-05-14 13F Jacobi Capital Management LLC 102,415 1.62 32,856 -2.76
2026-04-20 13F Arta Finance Wealth Management LLC 46,908 17.80 15,049 12.72
2026-04-24 13F Essex LLC 5,606 14.95 1,799 9.97
2026-04-20 13F Cardinal Strategic Wealth Guidance 1,557 0.26 500 -4.04
2026-05-04 13F 5th Street Advisors, LLC 61,439 3.32 19,710 -1.13
2026-05-26 13F Summit Financial Wealth Advisors, LLC 56,116 1.49 18,003 -2.88
2026-05-14 13F Fort Point Capital Partners LLC 16,523 0.78 5,301 -5.48
2026-04-08 13F Heritage Family Offices, LLP 9,891 40.08 3,173 34.05
2026-04-21 13F Moseley Investment Management Inc 10,841 4.30 3,478 -0.20
2026-05-14 13F Gambit Capital Management, LLC 2,482 164.61 796 153.50
2026-05-15 13F Valley Financial Group, Inc. 11,341 11.81 3,638 7.00
2026-04-21 13F Decker Retirement Planning Inc. 21,399 14.63 6,865 9.68
2026-04-10 13F Great Oak Capital Partners, Llc 1,262 21.00 421 20.29
2026-05-05 13F Woodmont Investment Counsel Llc 94,555 1.25 30,334 -3.11
2026-05-15 13F Warren Averett Asset Management, LLC 334,843 6.09 107,421 1.51
2026-05-06 13F Fidelis Capital Partners, LLC 9,451 29.31 3,032 23.76
2026-04-17 13F Stephenson National Bank & Trust 25,215 8.21 8,089 3.55
2026-04-10 13F Centurion Wealth Management LLC 9,491 3.33 3,045 -1.14
2026-04-28 13F Opes Wealth Management LLC 1,443 25.59 463 20.00
2026-05-15 13F Resources Management Corp /ct/ /adv 981 232.54 0
2026-04-13 13F Total Investment Management Inc 165,873 53,214
2026-05-12 13F CIBC Bancorp USA Inc. 400,852 5.17 128,591 2.80
2026-05-12 13F Centric Wealth Management 9,988 15.83 3,536 19.71
2026-04-28 13F Howe & Rusling Inc 192,890 3.82 61,881 -0.65
2026-05-01 13F Advisors Management Group Inc /adv 9,656 0.73 3 0.00
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 793 81.88 254 73.97
2026-04-20 13F Consilium Wealth Advisory, LLC 33,524 4.00 10,755 -0.49
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 4,162 1.79 1,335 -2.55
2026-05-14 13F Wrenne Financial Planning LLC 169,193 7.85 54,279 3.19
2026-04-29 13F Austin Asset Management Co Inc 1,537 128.04 493 118.67
2026-05-14 13F Taylor Securities Services, Inc. 1,303 55.86 418 49.29
2026-05-04 13F Pacific Point Advisors, LLC 5,101 425.88 1,636 403.38
2026-04-14 13F Beacon Investment Advisory Services, Inc. 536,189 1.22 172,015 -3.15
2026-02-17 13F Snowden Capital Advisors LLC 20,752 4.30 6,958 6.26
2026-05-11 13F Delta Asset Management Llc/tn 2,529 0.04 811 -4.25
2026-04-21 13F Keystone Financial Group, Inc. 4,548 129.58 1,459 119.58
2026-04-30 13F Financial Freedom, LLC 4,591 3.80 1,473 -0.67
2026-04-24 13F MOR Wealth Management, LLC 5,820 0.28 1,867 -4.01
2026-05-08 13F Private Advisory Group LLC 10,759 44.45 3,452 38.21
2026-04-24 13F Innova Wealth Partners 8,705 4.49 2,792 0.00
2026-01-27 13F Meritage Portfolio Management 17,188 1.05 5,762 3.24
2026-05-15 13F Gotham Asset Management, LLC 207,679 68.21 66,626 60.96
2026-04-16 13F Intergy Private Wealth, LLC 4,434 0.64 1,423 -3.72
2026-04-27 13F Leelyn Smith, LLC 786 2.75 252 -1.56
2026-05-15 13F Advisory Resource Group 1,526 4.81 489 0.20
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 258,527 6.09 83,036 1.63
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 84,583 0.48 27 -3.57
2026-05-05 13F Marks Group Wealth Management, Inc 1,868 191.88 599 179.91
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 24,922 1.49 7,995 -2.88
2026-04-22 13F Joel Isaacson & Co., LLC 524,833 3.26 168,372 -1.19
2026-04-22 13F Wiser Advisor Group LLC 35 2.94 11 0.00
2026-05-12 13F Shade Tree Advisors LLC 254,654 5.43 81,695 0.89
2026-05-08 13F Steward Partners Investment Advisory, Llc 213,792 10.08 68,587 5.33
2026-04-21 13F Chapin Davis, Inc. 5,463 6.28 1,753 1.68
2026-05-15 13F AlphaCore Capital LLC 108,125 13.13 34,687 8.25
2026-05-05 13F Smith, Moore & Co. 189,090 0.39 60,662 -3.94
2026-05-08 13F Grand Wealth Management, Llc 5,009 0.68 1,607 -3.66
2026-05-15 13F Rehmann Capital Advisory Group 22,962 4.43 7,367 -0.07
2026-04-13 13F Cascade Investment Advisors, Inc. 12,354 7.14 3,963 2.54
2026-05-11 13F Tulsa Wealth Advisors, INC 1,615 518
2026-04-13 13F Midway Capital Research & Management 321 103
2026-05-04 13F Rodgers & Associates, LTD 13,780 0.94 4,421 -3.43
2026-04-24 13F Newton One Investments LLC 28,336 2.59 9,090 -1.84
2026-05-05 13F Covestor Ltd 9,715 3.84 3 0.00
2026-05-05 13F HighTower Advisors, LLC 2,237,801 2.45 717,916 -1.97
2026-05-07 13F Vision Retirement, LLC 3,951 17.83 1,267 12.72
2026-05-11 13F Blue Bell Private Wealth Management, Llc 36,375 10.94 11,669 6.15
2026-04-20 13F Fiduciary Alliance LLC 17,858 1.00 6,165 4.00
2026-04-30 13F Manning & Napier Advisors Llc 88,187 43.81 28,291 36.55
2026-04-29 13F Strategic Blueprint, LLC 49,141 1.59 15,765 -2.80
2026-04-27 13F Sharp Financial Services, LLC 2,858 0.35 917 -3.98
2026-05-12 13F Hilltop Partners LLC 1,949 0.15 625 -4.14
2026-04-15 13F Iowa State Bank 4,145 2.45 1,330 -1.99
2026-05-05 13F LeClair Wealth Partners LLC 985 316
2026-05-07 13F Advisor Resource Council 1,558 36.67 500 30.63
2026-04-08 13F Warner Financial, Inc 3,335 4.55 1,070 106,900.00
2026-04-15 13F Ridgeline Wealth, LLC 3,355 0.03 1,076 -4.27
2026-04-16 13F Balboa Wealth Partners 25,978 1.07 8,334 -3.28
2026-05-13 13F RiverGlades Family Offices LLC 2,830 12.97 908 10.34
2026-04-09 13F Kwmg, Llc 11,522 0.24 3,696 -4.07
2026-04-07 13F Sage Capital Advisors,llc 4,180 3.62 1,341 -0.81
2026-04-29 13F Mycio Wealth Partners, Llc 997 173.15 320 161.48
2026-05-08 13F Maia Wealth LLC 3,105 5.01 996 0.30
2026-04-27 13F Truist Financial Corp 810,869 11.76 260,135 6.94
2026-04-29 13F Rocky Mountain Advisers, Llc 662 51.83 212 45.21
2026-05-13 13F Cascade Investment Group, Inc. 71,290 0.03 22,871 -4.29
2026-04-28 13F Interactive Financial Advisors 11,005 428
2026-04-29 13F CFS Investment Advisory Services, LLC 12,296 4.20 4,310 8.95
2026-04-21 13F Cambient Family Office, Llc 37,512 0.43 12,034 -3.90
2026-05-04 13F Barrett & Company, Inc. 97,024 3.54 31,126 -0.93
2026-05-08 13F Aviso Wealth Management 1,482 5.26 476 0.64
2026-02-17 13F Main Street Financial Solutions, LLC 187,545 0.01 62,878 2.17
2026-05-05 13F Putnam Fl Investment Management Co 158,272 3.58 50,775 -0.88
2026-04-17 13F/A Capital Investment Advisors, LLC 25,242 32.54 8,098 26.83
2026-05-15 13F M Wealth Management, LLC 1,255 0.32 403 -4.06
2026-05-15 13F Laird Norton Trust Company, Llc 789,042 9.56 253,133 4.83
2026-04-20 13F Brandywine Oak Private Wealth Llc 9,682 11.97 3,106 7.11
2026-04-27 13F Platform Technology Partners 2,389 11.48 766 6.69
2026-05-06 13F Kingstone Capital Partners Texas, LLC 1,629 0.31 523 -3.86
2026-04-29 13F Frankly Finances, LLC 10,723 15.39 3,440 10.43
2026-04-28 13F WESPAC Advisors, LLC 2,527 74.28 811 66.67
2026-04-09 13F Wealth Alliance Advisory Group, LLC 40,895 6.41 13,120 1.82
2026-02-03 13F Alpha Cubed Investments, LLC 8,305 4.16 2,784 6.42
2026-05-14 13F Orleans Capital Management Corp/la 2,696 4.09 865 -0.46
2026-04-30 13F William Howard & Co Financial Advisors Inc 1,262 4.90 405 0.25
2026-04-21 13F Financial Consulate, Inc 2,126 2.90 682 -1.45
2026-04-27 13F Legacy Financial Group, Inc. 2,565 0.12 823 -4.20
2026-05-04 13F John A. Wolfe & Associates, Inc. 350 113
2026-04-29 13F Skopos Labs, Inc. 21,014 59.10 6,741 50.84
2026-05-07 13F Integrated Capital Management, Inc. 1,658 1.53 532 -2.93
2026-05-14 13F Traynor Capital Management, Inc. 16,358 5.55 5,099 -1.87
2026-05-15 13F Goldman Sachs Group Inc 2,904,307 22.12 931,731 16.85
2026-04-10 13F Claris Advisors, Llc / Mo / 3,406 0.12 1,093 -4.21
2026-04-15 13F Elser Financial Planning, Inc 1,489 1.99 478 -2.45
2026-04-21 13F Centennial Advisors, LLC 3,337 93.34 1,071 85.12
2026-05-19 13F Financial Insights, Inc. 8,870 7.49 2,846 2.86
2026-05-04 13F Lincoln National Corp 826,600 0.74 265,182 -3.61
2026-05-14 13F Fft Wealth Management Llc 35,747 0.06 11,476 -4.18
2026-05-13 13F Bradley & Co. Private Wealth Management, LLC 43,998 2.80 14,115 -1.63
2026-05-12 13F Rakuten Investment Management, Inc. 94,959,476 100.00 31,061,245 100.00
2026-05-15 13F Brown Advisory Inc 2,209,084 1.74 708,696 -2.65
2026-05-15 13F Harbour Investments, Inc. 160,840 50.29 51,598 43.81
2026-04-30 13F Winch Advisory Services, LLC 7,724 3.75 2,478 -0.76
2026-01-13 13F Stephens Consulting, LLC 306 0.33 102 2.00
2026-05-07 13F Rothschild Investment Llc 21,088 0.12 6,765 -4.19
2026-02-12 13F CIBC Private Wealth Group, LLC 404,365 6.68 135,571 8.99
2026-05-14 13F Retiremitten Financial Llc 1,136 364
2026-04-29 13F Weitzel Financial Services, Inc. 29,279 4.10 9,455 -0.05
2026-04-13 13F Hm Payson & Co 23,880 0.07 7,661 -4.24
2026-04-30 13F Summit Portfolio Management, LTD. 1,444 463
2026-04-08 13F Eclectic Associates Inc /adv 15,948 92.49 5,116 84.23
2026-05-12 13F Warwick Investment Management, Inc. 48,116 1.28 15,436 -3.10
2026-04-28 13F Ti-trust, Inc 38,276 0.47 12,279 -3.86
2026-04-20 13F Longview Financial Advisors, Inc. 484 155
2026-05-13 13F Callan Family Office, LLC 67,752 9.89 21,735 5.15
2026-05-07 13F First National Trust Co 9,211 1.09 2,955 -3.27
2026-04-10 13F Insight Wealth Strategies, LLC 785 0.26 252 -4.20
2026-05-06 13F Arcus Capital Partners, LLC 10,224 0.10 3,280 -4.23
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 4,058 104.64 1,302 95.93
2026-04-15 13F Single Point Partners, LLC 14,747 6.60 4,731 1.98
2026-05-27 13F/A Maripau Wealth Management Llc 14,089 30.65 4,520 25.70
2026-04-30 13F Relyea Zuckerberg Hanson LLC 39,947 20.20 12,815 15.02
2026-04-24 13F 4Thought Financial Group Inc. 641 3.39 206 -0.97
2026-05-13 13F Sepio Capital, LP 8,444 20.73 2,709 15.53
2026-04-08 13F Community Financial Services Group, LLC 568 184
2026-05-11 13F Glaxis Capital Management, LLC 51,745 2,659.73 16,600 2,543.31
2026-05-15 13F Evelyn Partners Investment Management LLP 1,260 49.11 404 42.76
2026-02-13 13F Motiv8 Investments LLC 89 0
2026-04-22 13F Penney Financial, LLC 128,417 3.50 41,198 -0.96
2026-04-22 13F StoryOne LLC 0 654 -4.67
2026-04-27 13F Level Wealth Management LLC 170,460 8.90 54,685 4.20
2026-04-27 13F Turn8 Private Wealth Inc. 11,708 3,756
2026-04-22 13F Legacy Wealth Management, Inc 29,077 3.13 9,328 -1.31
2026-05-06 13F Ascent Wealth Partners, LLC 7,357 37.69 2,360 31.77
2026-04-24 13F Swmg, Llc 35,219 18.11 11,299 11.12
2026-05-04 13F WP Advisors, LLC 2,331 0.30 748 -4.11
2026-05-06 13F Morling Financial Advisors, LLC 129,055 5.27 41,402 0.73
2026-04-14 13F Foresight Capital Management Advisors, Inc. 15,168 0.56 4,866 -3.80
2026-05-01 13F One Degree Advisors Inc 113,678 1.62 36 -2.70
2026-05-19 13F Orographic Financial Advisors, LLC 758 0
2026-05-13 13F O'shaughnessy Asset Management, Llc 118,617 33.06 38,054 27.32
2026-04-27 13F Hendershot Investments Inc. 12,198 0.01 3,913 -4.30
2026-05-04 13F Carrera Capital Advisors 1,637 525
2026-05-07 13F Arsenal Capital Advisors LLC 3,669 12.75 1,177 7.89
2026-04-15 13F Mogy Joel R Investment Counsel Inc 5,909 29.05 1,896 23.45
2026-05-04 13F Guardsman Private Capital Management, Inc. 128,515 9.26 41,229 4.55
2026-05-13 13F Lloyd Advisory Services, LLC. 511 1,402.94 164 1,381.82
2026-05-15 13F RMB Capital Management, LLC 35,644 9.10 11,435 4.39
2026-01-14 13F/A TABR Capital Management, LLC 929 311
2026-05-12 13F Ellis Investment Partners, LLC 1,304 0.54 418 -3.91
2026-04-22 13F Smallwood Wealth Investment Management, LLC 30,202 0.34 9,689 -3.98
2026-04-24 13F Squire Investment Management Company, LLC 39,496 14.94 12,671 9.98
2026-05-01 13F Associated Banc-corp 47,296 2.21 15,173 -2.19
2026-01-12 13F Lanham O'Dell & Company, Inc. 126,778 57.30 42,505 60.70
2026-05-07 13F Mullooly Asset Management, Inc. 74,108 0.33 23,777 -4.00
2026-05-12 13F Cannon Financial Strategists, Inc. 70,417 0.48 22,590 -3.86
2026-04-28 13F Golden State Equity Partners 14,418 403.25 4,626 381.77
2026-05-15 13F Citadel Advisors Llc Call 224,800 15.22 72,118 10.25
2026-04-22 13F BluePrint Investing LLC 28,958 0.20 9,290 -4.12
2026-04-29 13F IAG Wealth Partners, LLC 4,074 0.22 1,307 -4.11
2026-05-13 13F O'shaughnessy Asset Management, Llc Put 4,900 1,572
2026-04-28 13F Ntv Asset Management Llc 3,369 4.82 1,081 0.28
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 2,131,861 2.50 684 -2.01
2026-04-23 13F Rexford Capital Inc 3,760 7.98 1,206 3.34
2026-04-15 13F Milestone Asset Management, Llc 1,013 32.59 325 26.95
2026-04-07 13F Retirement Wealth Solutions LLC 2,760 6.07 886 1.49
2026-04-14 13F Spectrum Investment Advisors, Inc. 1,141 366
2026-05-13 13F Keystone Wealth Services, LLC 3,999 3.17 1,283 -1.23
2026-04-22 13F SimpliFi, Inc. 5,239 5.26 1,681 0.72
2026-04-29 13F Bank Of Stockton 8,850 19.98 2,839 14.85
2026-05-06 13F Alteri Wealth LLC 1,150 1.59 369 -2.64
2026-05-15 13F Blue Chip Partners, Inc. 1,374 69.84 441 62.36
2026-04-15 13F Activest Wealth Management 606 71.19 194 64.41
2026-04-08 13F Canandaigua National Corp 1,672 536
2026-04-20 13F Tanglewood Wealth Management, Inc. 594,030 5.36 190,571 0.81
2026-05-15 13F DV Trading LLC 6,503 1,061.25 2,086 1,015.51
2026-05-04 13F Checchi Capital Advisers, LLC 3,743 40.77 1,201 34.68
2026-05-14 13F Bernard Wealth Management Corp. 86 7.50 28 3.85
2026-04-13 13F Cypress Point Wealth Management, LLC 35,789 0.33 11,482 -4.00
2026-04-22 13F Spirepoint Private Client, Llc 2,491 1.18 799 -3.15
2026-05-05 13F Steel Peak Wealth Management LLC 45,932 62.74 14,735 55.73
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 22,434 9.36 7,197 4.65
2026-05-14 13F Beaird Harris Wealth Management, LLC 39,838 6.35 12,780 1.76
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 1,279 36.06 410 30.16
2026-05-14 13F 3 Factor Indexing, Llc 2,140 687
2026-04-06 13F Versant Capital Management, Inc 36,808 16.16 11,808 11.16
2026-05-13 13F Kovitz Investment Group Partners, LLC 9,191 6.13 2,949 1.55
2026-05-14 13F Ieq Capital, Llc 1,218,091 1.71 390,776 -2.68
2026-05-15 13F Ameriflex Group, Inc. 3,066 5.36 983 0.82
2026-04-20 13F Fort Henry Capital, LLC 18,265 5.01 5,860 0.48
2026-05-15 13F Summit Financial, LLC 1,731,717 4.24 555,552 -0.25
2026-04-14 13F Palisade Asset Management, LLC 11,094 0.03 3,559 -4.28
2026-05-13 13F Prestige Wealth Management Group LLC 1,101 1.01 353 -3.29
2026-05-16 13F Pine Ridge Advisers LLC 79,419 0.05 25,479 -4.26
2026-05-04 13F Two West Capital Advisors LLC 755 2.17 264 6.88
2026-05-13 13F ShoreHaven Wealth Partners, LLC 774 0.13 248 -4.25
2026-04-24 13F Horizon Wealth Management, LLC 85,716 5.55 27,499 1.00
2026-04-21 13F Northland Capital Management LLC 39,591 8.80 12,701 4.11
2026-04-27 13F Mustard Seed Financial, LLC 719 0.56 231 -3.77
2026-05-01 13F Rossmore Private Capital 9,291 30.42 2,981 24.79
2026-04-22 13F RMR Wealth Builders 791 5.33 254 0.80
2026-02-18 13F Financial Advisory Service, Inc. 17,154 0.78 5,751 2.97
2026-05-13 13F West Virginia University Foundation, Inc 914,884 25.51 293,504 20.10
2026-05-15 13F Cerity Partners LLC 1,984,206 5.77 636,983 1.27
2026-04-23 13F Bell Bank 341,452 2.24 109,541 -2.17
2026-05-11 13F West Wealth Group, LLC 2,778 179.20 891 167.57
2026-04-16 13F Ballast Rock Private Wealth LLC 8,332 3.53 2,673 -0.96
2026-04-20 13F LVW Advisors, LLC 3,671 3.23 1,178 -1.26
2026-04-21 13F SpringVest Wealth Management LLC 932 14.50 299 9.93
2026-04-16 13F Bricktown Capital, LLC 68,900 1,502.33 22,104 1,433.87
2026-05-15 13F Capital & Planning, Llc 3 1
2026-05-07 13F ESL Trust Services, LLC 5,193 17.94 1,666 12.80
2026-04-23 13F Arbor Wealth Advisors LLC 20,458 3.17 6,563 -1.28
2026-05-13 13F Geometric Wealth Advisors 13,929 13.17 4,469 8.29
2026-04-13 13F Winthrop Advisory Group LLC 190,049 1.22 60,970 -3.15
2026-04-29 13F ArborFi Advisors, LLC 2,956 0.24 948 -4.05
2026-05-18 13F Unconventional Investor, LLC 207,973 1.50 66,720 -2.88
2026-04-09 13F Thrive Wealth Management, LLC 19,724 5.82 6,328 1.25
2026-05-15 13F Widmann Financial Services, Inc. 938 15.09 301 9.89
2026-04-27 13F Victory Financial Group, Llc 10,692 0.25 3,430 -4.06
2026-04-20 13F Hoxton Planning & Management, LLC 3,088 0.82 991 -3.60
2026-04-21 13F HCR Wealth Advisors 7,209 0.66 2,313 -3.71
2026-04-16 13F Evolve Private Wealth, Llc 47,951 71.47 15,383 64.09
2026-04-29 13F Solidarilty Wealth, LLC 5,056 7.87 1,622 3.25
2026-04-28 13F Red Mountain Financial, LLC 1,800 2.56 577 -1.87
2026-04-22 13F Mason & Associates, LLC 1,900 0.05 610 -4.25
2026-04-22 13F Clear Creek Financial Management, LLC 17,631 10.39 5,656 5.64
2026-04-22 13F Tred Avon Family Wealth, Llc 13,242 3.47 4,248 -0.98
2026-05-15 13F Evergreen Wealth Solutions, LLC 11,344 632.82 3,639 602.51
2026-04-22 13F Sylvest Advisors, LLC 13,382 2.91 4,293 -1.51
2026-05-11 13F Sittner & Nelson, Llc 4,741 47.60 1,521 38.81
2026-04-29 13F Axxcess Wealth Management, Llc 101,807 15.74 32,661 10.75
2026-04-08 13F Accel Wealth Management 28,662 4.06 9,195 -0.42
2026-04-10 13F HT Partners LLC 71,294 0.23 22,872 -4.10
2026-04-21 13F Nabity-Jensen Investment Management Inc 7,724 0.68 2,478 -3.65
2026-05-14 13F PlanVest Financial, Inc 1,284 412
2026-04-21 13F Pacific Sage Partners, LLC 1,495 10.33 480 5.51
2026-05-01 13F Welch & Forbes Llc 2,603 5.64 835 1.09
2026-05-11 13F Cadinha & Co Llc 4,008 0.15 1,286 -4.18
2026-04-21 13F Pallas Capital Advisors LLC 15,113 28.68 4,848 23.14
2026-02-17 13F Glenmede Trust Co Na 509,439 0.07 170,800 22.08
2026-05-08 13F M1 Capital Management LLC 2,711 7.92 870 3.21
2026-05-12 13F Kingsview Wealth Management, LLC 43,907 14.32 14,086 9.39
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 4,229 1.90 1,357 -2.52
2026-04-22 13F BWM Planning, LLC 121,477 9.58 38,971 4.85
2026-06-01 13F Caerus Investment Advisors, LLC 1,940 0.05 622 -4.31
2026-05-15 13F Mission Wealth Management, Lp 338,497 3.16 108,593 -1.29
2026-05-14 13F Financial Advisors Network, Inc. 4,349 1.59 1,395 -2.79
2026-05-12 13F Chicago Wealth Management, Inc. 2,013 1.10 646 -3.30
2026-05-29 13F Mullaney, Keating & Wright, Inc. 5,380 0.02 1,726 -4.33
2026-05-01 13F American Trust 17,882 3.07 5,737 -1.38
2026-04-17 13F United Advisor Group, LLC 6,310 3.12 2,024 -1.32
2026-04-21 13F Merkkuri Wealth Advisors LLC 193 62
2026-05-07 13F Avidian Wealth Solutions, LLC 12,630 59.85 4,052 52.98
2026-05-13 13F Gibbs Wealth Management 958 307
2026-02-18 13F Veratis Advisors, Inc. 5,976 2,011
2026-04-27 13F Capital Advisors Inc/ok 10,275 0.14 3,296 -4.19
2026-05-15 13F Beacon Pointe Advisors, LLC 1,026,467 38.15 329,301 32.19
2026-05-11 13F McCartney Wealth Management LLC 747 21.86 240 16.59
2026-05-19 13F Sonoma Allocations LLC 3,599 402.65 1,169 379.10
2026-04-24 13F Seamount Financial Group Inc 24,367 0.50 7,817 -3.83
2026-04-21 13F Mayport, Llc 94,342 3.92 30,266 -0.57
2026-05-13 13F PKS Advisory Services, LLC 17,788 4.08 5,707 -0.42
2026-04-17 13F Wealth Management Partners, LLC 2,118 36.21 679 30.33
2026-05-15 13F Purpose Unlimited Inc. 23,274 0.12 7,467 -4.20
2026-04-30 13F Selective Wealth Management, Inc. 24,493 18.00 8,578 20.82
2026-05-07 13F Jefferies Financial Group Inc. 1,375 0.29 441 -3.92
2026-04-21 13F Old National Bancorp /in/ 24,876 62.28 7,980 55.28
2026-04-29 13F CVA Family Office, LLC 40,654 32.32 13,042 26.61
2026-04-10 13F GEM Asset Management, LLC 1,361 0.07 437 -5.63
2026-05-14 13F Rockefeller Capital Management L.P. 1,103,126 3.26 353,895 -1.19
2026-05-15 13F Wick Capital Partners, LLC 134,689 1.42 43,210 -2.95
2026-05-07 13F MidAtlantic Capital Management, Inc. 2,688 6.04 862 1.53
2026-05-13 13F Protective Life Corp 79 25
2026-05-01 13F MOKAN Wealth Management Inc. 1,214 1.34 389 -2.99
2026-04-24 13F RKL Wealth Management LLC 1,164 4.02 373 -0.53
2026-05-04 13F Brookwood Investment Group LLC Put 600 192
2026-05-04 13F Brookwood Investment Group LLC Call 600 192
2026-04-28 13F SBI Okasan Asset Management Co.Ltd. 2,661,390 25.92 829,502 15.98
2026-05-04 13F Brookwood Investment Group LLC 154,810 7.54 49,665 2.90
2026-05-06 13F Gray Private Wealth, LLC 1,354 434
2026-04-30 13F IMPACTfolio, LLC 3,395 1.01 1,089 -3.29
2026-04-30 13F KLCM Advisors, Inc. 45,477 11.31 14,589 6.51
2026-05-11 13F Plotkin Financial Advisors, LLC 62,036 2.11 19,902 -2.30
2026-04-14 13F Vestia Personal Wealth Advisors 2,111 6.29 677 0.59
2026-04-23 13F NewCorp Financial Services, Inc. 3,235 0.12 1,038 -4.25
2026-04-16 13F Quotient Wealth Partners, LLC 9,234 4.26 2,962 -0.24
2026-05-13 13F Freestone Capital Holdings, LLC 68,757 3.49 22,058 -0.97
2026-05-11 13F BankPlus Trust Department 1,616 19.97 518 14.86
2026-05-15 13F Van Den Berg Management I, Inc 2,639 2.21 847 -2.20
2026-05-04 13F New Wave Wealth Advisors Llc 1,001 23.73 321 18.45
2026-05-14 13F Hrt Financial Lp 346,672 6.93 111 2.78
2026-05-15 13F Old Mission Capital Llc Put 102,600 320.49 869 4,038.10
2026-05-04 13F Fell Capital Management /adv 862 6.95 277 2.22
2026-05-14 13F Retirement Capital Strategies 87,570 3.45 28,093 -1.01
2026-04-23 13F Etesian Wealth Advisors, Inc. 5,589 2.63 1,793 -1.75
2026-05-08 13F HORAN Wealth, LLC 20,706 100.02 6,929 99.65
2026-04-20 13F Edge Wealth Management LLC 1,246 30.75 400 25.08
2026-05-06 13F Heartland Bank & Trust Co 18,072 5,798
2026-04-14 13F Southland Equity Partners LLC 2,388 0.13 766 -4.13
2026-04-15 13F Sage Capital Management, LLC 1,248 0.16 401 -4.31
2026-05-11 13F Options Solutions, Llc 3,921 44.10 1,258 37.83
2026-05-06 13F My Portfolio Guide, LLC 586 188
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 183,598 6.50 58,900 1.91
2026-05-13 13F Cetera Investment Advisers 3,364,602 3.45 1,079,398 -1.01
2026-05-09 13F ZEGA Investments, LLC Call 1,800 577
2026-05-11 13F Bull Oak Capital, LLC 49,025 4.93 15,728 0.40
2026-04-23 13F Intrua Financial, LLC 20,620 5.86 6,615 1.30
2026-04-14 13F Cohen Capital Management, Inc. 2,445 784
2026-05-14 13F Advisory Alpha, LLC 19,708 3.32 6,325 -1.14
2026-04-16 13F Financial Management Network Inc 4,328 2.93 1,452 2.62
2026-05-11 13F Rossby Financial, LCC 3,311 40.48 1,070 35.44
2026-05-12 13F Leading Edge Financial Planning LLC 1,984 53.20 636 46.54
2026-04-23 13F Vista Investment Partners Ii, Llc 1,784 0.73 572 -3.54
2026-05-12 13F Mission Financial Group, LLC 21,186 0.48 6,797 -3.86
2026-04-22 13F Caldwell Trust Co 44,356 4.48 14,230 -0.03
2026-01-14 13F ORG Partners LLC 11,159 10.55 3,741 12.95
2026-04-10 13F Cooke Wealth Management, LLC 85,886 2.24 27,553 -3.82
2026-04-20 13F Emprise Bank 37,423 11.12 12,006 6.32
2026-05-07 13F Tull Financial Group, Inc. 948 10.23 304 5.56
2026-05-08 13F Junk Investment Group, LLC 2,614 839
2026-05-11 13F Atlas Capital Advisors Llc 18,473 0.34 5,926 -3.99
2026-04-28 13F Hardy Reed LLC 770,559 0.94 247,203 -3.41
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 56,861 8.17 18,242 3.50
2026-04-15 13F Guardian Financial Partners, LLC 2,889 0.10 927 -4.24
2026-05-05 13F Navigation Group, LLC 133,142 42,713
2026-05-11 13F Aptus Capital Advisors, LLC 45,597 6.64 14,628 2.04
2026-04-29 13F Seelaus Asset Management LLC 1,890 0.11 606 -4.11
2026-05-12 13F Stifel Financial Corp 738,795 0.58 237,017 -3.76
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 94,423 3.01 30,292 -1.43
2026-05-26 13F Serenity Investment Advisors 1,577 10.05 578 18.69
2026-04-16 13F Sprinkle Financial Consultants LLC 8,276 0.10 2,655 -4.22
2026-04-13 13F Parkwoods Wealth Partners, LLC 3,112 1.50 998 -2.92
2026-04-20 13F Tower View Investment Management & Research LLC 553 3.75 178 -0.56
2026-04-23 13F iA Global Asset Management Inc. 34,825 24.62 11 22.22
2026-05-12 13F Circle Wealth Management, LLC 259,122 0.25 83,129 -4.08
2026-05-13 13F Owl Creek Wealth Partners LLC 2,090 671
2026-04-29 13F Nicholas Hoffman & Company, LLC. 226,353 9.15 72,616 4.45
2026-04-13 13F Professional Financial Advisors, LLC 39,053 27.27 12,529 21.78
2026-04-23 13F Accurate Wealth Management, LLC 8,566 2.83 2,870 0.74
2026-05-15 13F Basso Capital Management, L.p. 50,531 1.14 16,211 -3.23
2026-04-16 13F Phillips Financial Management, Llc 28,476 3.97 9,135 -0.51
2026-05-04 13F Purkiss Capital Advisors LLC 5,242 0.34 1,682 -4.00
2026-04-13 13F Woodside Wealth Management LLC 13,528 1.36 4,340 -3.02
2026-05-13 13F Mariner, LLC 1,854,681 3.73 594,532 -0.84
2026-04-27 13F Latitude Advisors, LLC 6,982 0.66 2,240 -3.70
2026-05-04 13F Envestnet Asset Management Inc 6,031,021 4.90 1,934,812 0.38
2026-05-13 13F Southeast Asset Advisors Inc. 776 2.65 249 -1.58
2026-04-28 13F Spurstone Advisory Services, LLC 4 1
2026-04-17 13F Fifth Third Wealth Advisors LLC 16,547 5.75 5,308 1.18
2026-04-16 13F Brookstone Capital Management 92,410 68.98 29,646 61.69
2026-05-12 13F Tower Bridge Advisors 4,255 1,365
2026-04-24 13F Keybank National Association/oh 95,617 4.98 30,675 0.46
2026-04-23 13F Bridge Generations Wealth Management Llc 12,190 0.75 3,911 -3.60
2026-05-12 13F Wayfinding Financial, LLC 1,727 0.52 1
2026-04-09 13F Tilia Fiduciary Partners, Inc. 2,795 0.04 897 -4.27
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 41,522 68.39 13,321 61.14
2026-04-24 13F My Purposeful Wealth Corp. 26,188 6.54 8,401 1.94
2026-04-08 13F High Point Wealth Management, LLC 1,073 0.28 344 -3.91
2026-04-09 13F TrueWealth Advisors, LLC 1,353 0.15 434 -3.98
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 90,171 4.65 28,928 0.14
2026-04-13 13F Amplius Wealth Advisors, LLC 1,553 21.33 498 16.08
2026-04-24 13F Stock Yards Bank & Trust Co 29,441 1.47 9,445 -2.90
2026-04-23 13F Ellenbecker Investment Group 2,326 132.14 746 122.69
2026-04-21 13F Shepherd Street Advisors LLC 12,868 2.82 4,128 -1.60
2026-05-12 13F Waterloo Capital, L.P. 10,436 1.49 3,348 -2.90
2026-05-07 13F Bucket List Wealth Management, LLC 69,850 2.30 22,409 -2.15
2026-05-13 13F Archetype Wealth Partners 2,570 11.59 1
2026-05-04 13F Savant Capital, LLC 2,597,185 7.24 833,203 2.62
2026-04-15 13F Parsons Capital Management Inc/ri 3,919 0.46 1,257 -3.83
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 27,037 0.01 8,674 -4.30
2026-04-20 13F YANKCOM Partnership 340 109
2026-05-07 13F Paul R. Ried Financial Group, LLC 1,281 411
2026-04-15 13F Eaton Financial Holdings Company, LLC 8,262 12.88 2,651 8.03
2026-05-13 13F Headlands Technologies LLC 4,542 6.07 1,457 1.53
2026-04-28 13F Cohen Investment Advisors LLC 1,075 7.18 345 2.38
2026-04-29 13F Navalign, LLC 1,437 0.98 461 -3.35
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 8,006 20.25 2,568 12.58
2026-05-12 13F Liberty Wealth Management Llc 46,256 1.11 14,840 -3.25
2026-05-01 13F Granite Bay Wealth Management, LLC 877 1.74 281 -2.77
2026-04-07 13F Stonekeep Investments, LLC 46,796 6.98 15,013 107,128.57
2026-05-06 13F Great Lakes Retirement, Inc. 46,353 2.64 14,868 -1.80
2026-05-08 13F United Financial Planning Group LLC 7,186 6.73 2,305 2.13
2026-05-12 13F Belvedere Trading LLC Put 700 225
2026-04-09 13F Noble Family Wealth, LLC 977 42.21 313 36.09
2026-05-11 13F SageOak Financial, LLC 766 246
2026-04-23 13F Catalina Capital Group, LLC 1,744 0.06 560 -4.28
2026-05-12 13F Belvedere Trading LLC 1,511 485
2026-04-24 13F Brown Financial Advisory 2,102 4.63 674 0.15
2026-04-29 13F Sageworth Trust Co of South Dakota 66,741 1.19 21,411 -3.17
2026-05-07 13F MONECO Advisors, LLC 25,852 3.06 8,294 -1.38
2026-05-04 13F Greenspring Advisors, LLC 44,422 5.31 14,251 0.77
2026-02-17 13F 14B Captial Management LP 1,500 503
2026-05-15 13F/A Spears Abacus Advisors LLC 17,793 1.12 5,708 -3.24
2026-04-29 13F Flatrock Wealth Partners LLC 10,569 1.52 3,390 -2.87
2026-05-08 13F Vanguard National Trust Co 1,313,941 421,525
2026-05-14 13F Gamco Investors, Inc. Et Al 61,077 7.32 19,594 2.69
2026-04-14 13F Gibson Wealth Advisors LLC 140,361 2.99 45,024 -1.46
2026-06-02 13F Blue Edge Capital, LLC 15,191 5.40 4,873 0.85
2026-04-23 13F Cross Staff Investments Inc 4,590 3.01 1,473 -1.41
2026-05-12 13F Dogwood Wealth Management LLC 47,809 10.40 15,338 5.64
2026-05-14 13F Captrust Financial Advisors 799,543 1.33 256,492 -3.04
2026-02-19 13F Aznar Financial Advisors, LLC 7,078 2,373
2026-04-14 13F Flower City Capital 3,724 0.05 1,195 -4.25
2026-04-23 13F Brown Miller Wealth Management, LLC 13,138 0.15 4,215 -4.18
2026-05-01 13F Oakwell Private Wealth Management, LLC 583,858 7.99 187,307 3.33
2026-05-18 13F Strategic Investment Advisors / MI 2,031 652
2026-04-15 13F Rainwater Charitable Foundation 394,751 28.98 126,640 23.42
2026-04-24 13F Clarity Wealth Advisors, LLC 100,696 0.79 32,304 -3.55
2026-05-11 13F Sage Mountain Advisors LLC 418,114 0.25 134,135 -4.07
2026-05-06 13F Vista Capital Partners, Inc. 1,117,965 0.83 358,654 -3.52
2026-05-01 13F Thrivent Financial For Lutherans 63,260 4.55 20 0.00
2026-05-15 13F Evercore Wealth Management, LLC 18,704 0.01 6,000 -4.31
2026-05-05 13F West Michigan Advisors, Llc 4,168 1.81 1,337 -2.55
2026-04-14 13F Westend Capital Management LLC 477 38.26 153 33.04
2026-04-15 13F Sightline Wealth Advisors, LLC 677 0.74 217 -3.56
2026-04-10 13F Intellectus Partners, LLC 8,069 12.79 2,589 7.92
2026-05-19 13F Silicon Valley Capital Partners 919 295
2026-04-13 13F Highland Capital Management, Llc 35,114 1.42 11,265 -2.95
2026-05-15 13F Integrated Wealth Concepts LLC 185,666 46.19 59,564 39.89
2026-05-08 13F SYM FINANCIAL Corp 276,653 8.23 88,753 3.56
2026-04-17 13F Trinity Wealth Management, LLC 8,627 12.52 2,768 7.67
2026-04-08 13F Miracle Mile Advisors, LLC 305,028 2.61 97,856 -1.82
2026-05-01 13F DMKC Advisory Services, LLC 12,088 3.47 3,878 -1.00
2026-04-14 13F Grant Private Wealth Management Inc 752 241
2026-04-15 13F Verum Partners LLC 16,871 11.75 5,412 6.94
2026-04-17 13F Atlas Brown,Inc. 34,069 4.42 10,930 -0.09
2026-04-23 13F DiPaolo Financial Group, Inc. 12,210 39.50 3,917 33.50
2026-04-14 13F Peak Wealth Management LLC 785 12.79 252 7.73
2026-05-11 13F/A Accent Capital Management, LLC 6,902 3.25 2,214 -1.20
2026-05-08 13F Valeo Financial Advisors, LLC 41,637 9.00 13,357 4.30
2026-05-06 13F Intentional Wealth Strategies, LLC 423 136
2026-05-11 13F Fiduciary Group LLC 11,950 0.46 3,834 -3.86
2026-02-10 13F Vantus Wealth LLC 4,133 1,386
2026-05-11 13F Fiduciary Group LLC Call 300 96
2026-05-01 13F Anchor Investment Management, LLC 11,208 5.38 3,596 0.84
2026-05-15 13F Toronto Dominion Bank 1,847 64.91 593 57.87
2026-04-27 13F Lafayette Investments, Inc. 2,614 12.67 839 7.85
2026-05-05 13F Fisher Asset Management, LLC 21,302 26.65 6,834 21.19
2026-05-13 13F ETF Portfolio Partners, Inc. 213,806 0.23 68,591 -4.10
2026-04-08 13F Lynch & Associates/in 1,459 1.39 468 -3.11
2026-04-22 13F Harrell Investment Partners, Llc 20,828 5.68 6,682 1.12
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 9,605 1.27 3,412 7.33
2026-04-08 13F JGP Wealth Management, LLC 5,933 11.08 1,903 6.31
2026-05-11 13F Ironsides Asset Advisors, LLC 50,216 10.34 16,110 5.58
2026-05-08 13F Hardworking Capital Advisors, LLC 3,504 1.62 1,124 -2.77
2026-05-04 13F WJ Financial Advisors LLC 2,056 58.52 660 51.84
2026-04-30 13F Shakespeare Wealth Management, Inc. 14,945 0.48 4,795 -3.85
2026-04-10 13F Benin Management CORP 3,968 6.64 1,273 2.00
2026-04-21 13F Red Tortoise LLC 1,199 0.25 385 -4.00
2026-05-07 13F Alchemi Wealth, LLC 2,630 4.16 844 -0.24
2026-05-14 13F Regal Investment Advisors LLC 41,589 3.68 13,342 -0.78
2026-05-07 13F Florida Financial Advisors, Llc 5,567 9.91 1,786 5.19
2026-05-12 13F Rsm Us Wealth Management Llc 209,912 1.19 67,333 -3.92
2026-05-18 13F Ashton Thomas Securities, Llc 8,034 0.12 2,577 -4.20
2026-04-28 13F Pennsylvania Capital Management Inc /adv 3,705 0.32 1,189 -4.04
2026-05-15 13F Wealth Architects, LLC 18,687 0.09 5,995 -4.22
2026-05-08 13F LaSalle St. Investment Advisors, LLC 252,254 1.04 80,926 97,400.00
2026-05-13 13F Strategic Financial Concepts, LLC 30,926 1,589.02 10,104 1,548.12
2026-04-06 13F Private Client Services, Llc 1,717 1.48 551 -3.00
2026-04-21 13F River Street Advisors LLC 966 0.31 310 -4.04
2026-05-13 13F SRS Capital Advisors, Inc. 190,257 12.44 61,036 7.59
2026-04-29 13F Carnegie Lake Advisors LLC 2,644 0.11 848 -4.18
2026-04-15 13F Alhambra Investment Partners LLC 642 4.90 206 0.00
2026-05-14 13F Global Endowment Management, LP 334,452 18.77 107,296 13.65
2026-04-13 13F Catalyst Private Wealth, Llc 5,781 2.17 1,855 -2.22
2026-05-08 13F Roundview Capital LLC 109,247 1.40 35,048 -2.97
2026-04-14 13F Cdm Financial Counseling Services, Inc. 18,753 1.74 6,229 0.81
2026-04-27 13F Soltis Investment Advisors LLC 20,591 47.84 6,606 41.46
2026-04-06 13F Washington Trust Advisors, Inc. 15,147 4.30 4,859 -0.21
2026-04-21 13F J.M. Arbour, LLC 2,633 2.61 845 -1.86
2026-05-14 13F Mission Creek Capital Partners, Inc. 14,654 2.89 4,701 -1.55
2026-05-11 13F Insight Advisors, LLC/ PA 2,548 15.29 817 10.41
2026-04-28 13F Whittier Trust Co Of Nevada Inc 20,409 0.15 6,637 -4.54
2026-05-12 13F First Western Trust Bank 135,208 7,099.57 43,376 6,796.03
2026-04-21 13F Pinnacle Associates Ltd 368,526 3.85 118,227 -0.63
2026-05-11 13F Guardian Capital, LLC 1,320 9.63 424 4.96
2026-05-07 13F Stone Wealth Partners 6,111 9.09 1,960 4.37
2026-05-15 13F North Berkeley Wealth Management, LLC 2,433 7.85 781 3.17
2026-05-14 13F Arcadia Wealth Management, Inc. 7,995 16.00 2,565 11.00
2026-04-15 13F Bernardo Wealth Planning LLC 5,230 2.59 1,678 -1.87
2026-05-06 13F Crescent Grove Advisors, LLC 87,717 0.11 28,140 -4.20
2026-05-18 13F Alexander Labrunerie & Co., Inc. 2,256 0.27 724 -4.11
2026-05-13 13F Hudock, Inc. 4,145 1.22 1,330 -3.13
2026-05-07 13F Human Investing LLC 21,885 0.69 7,021 -3.65
2026-05-08 13F Smithfield Trust Co 108,007 0.09 35 -5.56
2026-04-10 13F McGrath & Associates, Inc. 1,116 7.62 358 3.17
2026-05-04 13F Brickley Wealth Management 4,201 0.94 1,348 -3.44
2026-04-28 13F Retirement Financial Solutions, Llc 1,859 0.32 596 -4.03
2026-04-10 13F Melfa Wealth Management, Llc 33,417 1.99 10,720 -2.40
2026-05-11 13F Seeds Investor Llc 140,674 1.03 48,202 3.25
2026-01-29 13F Vanguard Group Inc 62,622,049 3.80 20,995,293 6.04
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 2,966 0.34 951 -4.04
2026-02-17 13F Running Point Capital Advisors, LLC 8,075 0.14 2,707 2.31
2026-04-13 13F Chris Bulman Inc 3,489 26.14 1,119 20.71
2026-05-07 13F Francis Financial, Inc. 15,604 1.41 5,006 -2.97
2026-05-01 13F Hantz Financial Services, Inc. 8,895 1.63 3 0.00
2026-05-11 13F Eldridge Investment Advisors, Inc. 8,429 0.29 2,704 -4.05
2026-04-17 13F Paragon Financial Partners, Inc. 1,441 0.21 494 2.28
2026-02-02 13F Long Run Wealth Advisors, LLC 14,199 2.22 4,760 4.43
2026-05-11 13F Becker Capital Management Inc 274,980 1.91 88,216 -2.49
2026-04-23 13F URS Advisory LLC 64,509 8.06 20,695 3.41
2026-04-22 13F Lam Group, Inc. 15,891 4.16 5,098 -0.35
2026-04-27 13F Financial Planning Fort Collins, LLC 21,601 2.71 7,605 7.84
2026-04-28 13F HBE Wealth Management, LLC 6,551 26.88 2,102 21.45
2026-05-15 13F Cresset Asset Management, LLC Put 1,000 4
2026-05-12 13F Benjamin Edwards Inc 65,770 1.55 21,101 -2.83
2026-05-15 13F Obsido Oy 207,234 4.93 66,483 0.40
2026-04-22 13F Capital Management Associates, Inc 4,029 0.05 1,293 -4.30
2026-05-08 13F Glenview Trust Co 62,244 1.51 19,968 -2.87
2026-05-11 13F Wells Fargo & Company/mn 5,733,299 1.57 1,839,299 -2.81
2026-05-22 13F WNY Asset Management, LLC 11,656 9.85 3,739 7.38
2026-05-14 13F Battery Global Advisors, LLC 175,669 47,250.13 56,356 20,099.28
2026-04-13 13F White Wing Wealth Management 134,047 1.42 43,004 -2.96
2026-05-12 13F Guidance Point Advisors, LLC 646 208
2026-05-15 13F Susquehanna International Group, Llp Put 276,500 82.15 88,704 74.29
2026-05-13 13F Franklin Resources Inc 135,261 8.16 43,393 3.49
2026-05-15 13F Susquehanna International Group, Llp 107,282 80.09 34,417 72.33
2026-04-14 13F Covenant Asset Management, LLC 5,848 3.23 1,876 -1.21
2026-05-07 13F Sentinel Trust Co Lba 101,350 0.62 33 -3.03
2026-04-20 13F Hoge Financial Services, Llc 733 19.97 235 15.20
2026-04-28 13F RHS Financial, LLC 27,321 8.11 8,765 3.45
2026-05-14 13F Plum Street Advisors, LLC 7,604 2.48 2,439 -1.93
2026-04-29 13F Cahaba Wealth Management, Inc. 5,356 1.31 1,718 -3.05
2026-05-14 13F Financial Network Wealth Advisors LLC 87 42.62 28 35.00
2026-05-15 13F Cresset Asset Management, LLC 860,804 5.01 276,154 0.48
2026-05-01 13F BKD Wealth Advisors, LLC 4,998,917 3.02 1,603,702 -1.42
2026-04-08 13F Prospera Capital Management, LLC 242,408 1.75 77,761 -2.64
2026-01-20 13F Arvest Investments, Inc. 0 0
2026-05-06 13F Hurley Capital, LLC 5,198 9.66 1,668 4.91
2026-04-09 13F Firethorn Wealth Partners, Llc 1,708 0.12 548 -4.20
2026-04-09 13F Pinkerton Retirement Specialists, LLC 1,752 95.75 587 95.67
2026-05-13 13F Mainsail Asset Management, Llc 10,597 0.18 3,400 -4.15
2026-05-12 13F Thoroughbred Financial Services, Llc 210,327 241.65 20 -5.00
2026-04-23 13F Avant Financial Advisors LLC 42,744 2.28 13,713 -2.13
2026-04-15 13F Rs Crum Inc. 6,668 0.01 2,139 -4.30
2026-04-29 13F Formulate Financial Llc 1,027 329
2026-05-21 13F Vestor Capital, Llc 5,230 850.91 2 0.00
2026-05-08 13F Fund Evaluation Group, LLC 296,314 5,817.99 95,060 5,565.08
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 1,479 474
2026-05-04 13F 1st Source Bank 2,045 20.93 656 15.90
2026-05-01 13F Sachetta, LLC 1,951 76.08 626 68.46
2026-05-08 13F Compass Capital Corp /ma/ /adv 14,988 93.32 5,401 103.77
2026-04-10 13F AssuredPartners Investment Advisors, LLC 20,184 44.03 6,564 39.72
2026-05-15 13F Greenline Partners, LLC 173,834 1.79 55,768 -2.60
2026-05-08 13F Investure, LLC 645,651 3.04 207,131 -1.40
2026-04-07 13F Fragasso Group Inc. 4,162 1.98 1,354 -1.10
2026-04-21 13F Mayfair Advisory Group, LLC 12,373 0.68 3,969 -3.97
2026-05-05 13F Haven Private, LLC 640 205
2026-05-15 13F Vawter Financial, Ltd. 6,401 0.49 2,054 -3.84
2026-04-30 13F Sonata Capital Group Inc 35,547 0.05 11,404 -4.27
2026-04-07 13F Orgel Wealth Management, LLC 6,619 8.21 2,123 3.56
2026-05-04 13F Hillsdale Investment Management Inc. 9 3
2026-05-06 13F VSM Wealth Advisory, LLC 48,162 1.98 15,451 -2.42
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 14,899 2.03 4,780 -2.37
2026-05-12 13F Safe Harbor Family Capital, LLC 95,896 16.10 30,764 11.09
2026-05-05 13F Sanctuary Advisors, LLC 122,012 0.51 39,143 -3.82
2026-04-24 13F Syntax Research, Inc. 1,249 0.32 401 -4.08
2026-04-21 13F Carl Stuart Investment Advisor, Inc 337,854 108,387
2026-05-08 13F Opus Financial Solutions LLC 2,040 4.24 654 -0.30
2026-05-05 13F GuidedMoney, LLC 233,776 5.21 74,998 0.67
2026-06-01 13F Integrated Investment Consultants, LLC 1,648 0.49 529 -3.83
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 2,630 3.50 844 -0.94
2026-05-07 13F Bearing Point Capital, Llc 2,091 0.34 671 -4.01
2026-05-08 13F Blair William & Co/il 372,371 10.13 119,460 5.38
2026-04-24 13F NavPoint Financial, Inc. 16,284 5.15 5,224 0.62
2026-04-02 13F Aspect Partners, LLC 78,146 13.97 25,070 9.06
2026-04-15 13F Pullen Investment Management, LLC 29,175 0.16 9,360 -4.16
2026-05-15 13F Cardiff Park Advisors, Llc 478,643 3.05 153,553 -1.40
2026-05-13 13F Provident Living Financial Services, Inc. 15,937 6.34 5,113 1.75
2026-05-15 13F Investmark Advisory Group LLC 989 5.10 318 0.63
2026-05-15 13F Change Path, LLC 61,143 4.73 19,615 0.21
2026-05-14 13F Harvest Investment Services, LLC 2,200 102.76 706 94.49
2026-04-22 13F Stone Point Wealth LLC 9,688 0.46 3,108 -3.87
2026-04-23 13F Exeter Financial, LLC 861 0.12 276 -4.17
2026-04-27 13F Canal Capital Management, LLC 2,138 6.32 686 1.63
2026-04-29 13F Bluestem Financial Advisors, Llc 16,312 4.13 5,233 -0.38
2026-04-09 13F Acropolis Investment Management, LLC 12,829 1.68 4,116 -2.72
2026-04-14 13F Heirloom Wealth Management 48,881 7,025.51 15,682 6,747.60
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 2,335 6.04 729 -1.36
2026-04-23 13F Unify Financial Advisors 19,286 1.43 6,187 -2.95
2026-05-12 13F Asset One Wealth Management LLC 2,706 145.33 941 149.60
2026-05-15 13F Magnolia Capital Advisors Llc 63,166 5.86 20,264 1.29
2026-04-14 13F Quantum Financial Planning Services, Inc. 873 8.58 280 4.09
2026-04-16 13F Roble, Belko & Company, Inc 431,499 3.56 138 -0.72
2026-05-15 13F Windsor Advisory Group, LLC 1,958 0.05 628 -4.27
2026-02-02 13F Heritage Financial Services, LLC 11,466 7.58 3,844 9.92
2026-05-08 13F NewSquare Capital LLC 364,503 3.31 116,936 -1.14
2026-04-24 13F Fulton Bank, N.a. 13,771 0.01 4,418 -4.31
2026-04-21 13F SmartHarvest Portfolios, LLC 4,997 6.48 1,603 1.84
2026-04-15 13F DAVENPORT & Co LLC 44,048 23.66 14,131 18.32
2026-04-16 13F Montecito Bank & Trust 2,240 3.94 719 -0.55
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 695,186 223,023
2026-05-07 13F Action Point Financial Planning, Llc 1,700 545
2026-05-11 13F Scratch Capital Llc 22,974 1.46 7,370 -2.91
2026-04-23 13F North Star Investment Management Corp. 144,082 0.74 46,223 -3.60
2026-04-13 13F Moody Lynn & Lieberson, Llc 18,005 1.00 5,776 -3.35
2026-04-21 13F Maridea Wealth Management LLC 2,659 2.86 853 -1.62
2026-04-21 13F Patton Albertson Miller Group, Llc 30,075 0.11 9,648 -4.21
2026-05-14 13F TRB Wealth Management, LLC 11,657 3,740
2026-04-15 13F Signature Estate & Investment Advisors Llc 37,748 9.60 12,110 4.87
2026-04-22 13F Traveka Wealth, LLC 18,652 1.22 5,984 -3.14
2026-04-27 13F Pachira Investments Inc. 39,756 2.87 12,754 -1.56
2026-05-13 13F DRW Securities, LLC 59,013 141.10 18,932 130.70
2026-05-06 13F Legacy Wealth Advisors, LLC 18,144 3.36 5,821 -1.10
2026-04-07 13F Mb, Levis & Associates, Llc 250 25.63 80 21.21
2026-04-22 13F Wernau Asset Management Inc. 1,011 0.20 324 -4.14
2026-05-13 13F Invictus Private Wealth, Llc 732 0.55 235 -4.10
2026-05-12 13F Clark Wealth Partners 106 19.10 34 17.24
2026-05-13 13F Forum Private Client Group LLC 692 0.87 222 -3.06
2026-05-04 13F Retirement Planning Group 30,883 0.64 9,908 -3.70
2026-04-28 13F Fortune 45 LLC 3,625 0.14 1,163 -4.52
2026-04-27 13F Keyes, Stange & Wooten Wealth Management, LLC 21,295 0.61 6,832 -3.73
2026-04-08 13F NorthCrest Asset Manangement, LLC 25,985 47.63 8,413 41.05
2026-05-15 13F MAI Capital Management 515,234 27.68 165,292 22.17
2026-05-04 13F Prodigy Asset Management LLC 24,110 36.21 7,735 30.33
2026-04-23 13F S.E.E.D. Planning Group LLC 7,275 4.27 2,334 -0.26
2026-04-28 13F RW Investment Management LLC 466,024 0.92 149,505 -1.34
2026-04-27 13F Arcadia Wealth Management, LLC 973 312
2026-04-09 13F Lantz Financial LLC 40,130 5.33 12,874 0.79
2026-05-13 13F Kingdom Financial Group LLC. 511 51,000.00 164
2026-04-08 13F Panoramic Capital Partners, LLC 4,878 7.87 1,565 3.17
2026-04-29 13F Golden Road Advisors Llc 5,930 24.84 1,902 19.47
2026-05-05 13F Atria Investments Llc 167,879 55.70 53,857 48.99
2026-04-24 13F Bellevue Asset Management, Llc 2,257 0.80 724 -3.47
2026-05-14 13F Alpha Wealth Funds, LLC 3,429 0.32 536 -3.95
2026-05-07 13F Oak Barrel Wealth Advisory LLC 4,914 1,647
2026-05-11 13F Timmons Wealth Management, LLC 9,097 1.79 2,918 -2.60
2026-04-23 13F Dupree Financial Group, LLC 658 1.54 211 -2.76
2026-04-15 13F Register Financial Advisors LLC 1,561 2.97 501 -1.57
2026-05-11 13F Kestra Investment Management, LLC 11,992 301.07 3,847 283.93
2026-04-24 13F Tcfg Wealth Management, Llc 713 1.86 229 -2.56
2026-05-06 13F Assetmark, Inc 1,034,035 1.34 331,729 -3.03
2026-05-07 13F Banta Asset Management Lp 1,605 7.72 515 3.01
2026-05-05 13F Delta Financial Advisors Llc 7,549 3.03 2,422 -1.43
2026-05-01 13F Advisors Capital Management, LLC 18,010 4.53 5,778 0.02
2026-05-14 13F Delos Wealth Advisors, LLC 11 4
2026-05-19 13F Western Wealth Management, LLC 65,828 12.01 21,118 7.18
2026-05-12 13F Summit Trail Advisors, Llc 88,242 43.16 28,309 36.99
2026-04-14 13F Focus Financial Network, Inc. 33,490 4.46 10,744 -0.05
2026-05-11 13F Haverford Trust Co 243,111 0.64 77,992 -3.70
2026-04-20 13F Tanager Wealth Management LLP 206,819 3.98 66,350 -0.50
2026-04-21 13F Wedbush Securities Inc 45,360 2.60 15 0.00
2026-04-20 13F Fonville Wealth Management LLC 39,970 60.03 12,823 53.14
2026-05-13 13F Pinnacle Financial Group, LLC / IL 12,768 1.44 4,096 -2.94
2026-04-15 13F LongView Wealth Management 10,775 9.90 3,692 9.79
2026-04-17 13F IFC & Insurance Marketing, Inc. 5,029 123.11 1,613
2026-04-22 13F Cornerstone Wealth Group, LLC 63,926 9.01 22,236 13.09
2026-04-14 13F Tradewinds Capital Management, LLC 700 212.50 225 198.67
2026-05-11 13F MCF Advisors LLC 19,252 11.22 6,176 6.43
2026-04-14 13F Bay Harbor Wealth Management, LLC 416 1.96 134 -2.21
2026-05-12 13F Ally Invest Advisors Inc. 7,978 18.21 2,559 13.13
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 2,707 908
2026-04-15 13F Fortitude Family Office, LLC 2,930 0.07 940 -4.18
2026-04-20 13F Chatham Capital Group, Inc. 5,375 9.69 1,724 4.99
2026-05-14 13F Van Hulzen Asset Management, LLC 2,889 5.09 927 0.54
2026-04-09 13F Somnio Financial Group, LLC 677 3.20 217 -0.91
2026-04-27 13F Oarsman Capital, Inc. 5,460 7.52 1,752 2.88
2026-05-13 13F Bank Of Montreal /can/ 969,473 2.71 311,017 -1.72
2026-05-05 13F Williams Jones Wealth Management, LLC. 22,958 337.05 7,365 318.23
2026-04-16 13F Sentinel Pension Advisors Inc 734 22.54 235 17.50
2026-04-10 13F Winebrenner Capital Management Llc 2,821 1.73 905 -2.69
2026-05-07 13F Scarborough Advisors, LLC 31,327 10,050
2026-05-04 13F N.E.W. Advisory Services LLC 759,045 5.33 243,509 0.79
2026-04-14 13F Wealthcare Advisory Partners LLC 411,337 15.69 131,961 10.70
2026-04-20 13F Breakwater Capital Group 4,863 16.45 1,560 11.43
2026-05-15 13F Norinchukin Bank, The 850,500 7.59 272,849 2.95
2026-04-16 13F First Merchants Corp 1,237 45.70 397 39.44
2026-05-07 13F Washington Trust Bank 19,417 9.44 6,229 4.72
2026-04-23 13F Comprehensive Money Management Services LLC 8,091 0.81 2,596 -3.53
2026-04-29 13F Custom Index Systems, Llc 917,494 29
2026-04-27 13F Narodna banka Slovenska 5,654,304 1,762,447
2026-04-20 13F Hilton Head Capital Partners, LLC 154 67.39 49 63.33
2026-04-22 13F Continuum Advisory, LLC 84,461 9.64 27,096 4.91
2026-04-14 13F Kozak & Associates, Inc. 152 56.70 51 54.55
2026-05-07 13F BlueStem Wealth Partners, LLC 2,497 0.16 801 -4.07
2026-05-11 13F Phillip James Consulting Co. 14,577 4,676
2026-05-08 13F Summit Asset Management, LLC 5,522 17.97 1,771 12.87
2026-05-14 13F/A Empirical Finance, LLC 55,050 17,661
2026-05-12 13F Callahan Advisors, LLC 745 0.27 239 -4.02
2026-05-05 13F Newbridge Financial Services Group, Inc. 1,335 106.02 428 97.24
2026-05-15 13F Steffes Financial, Ltd. 1,703 0.06 546 -4.21
2026-05-13 13F Cravens & Co Advisors, LLC 1,601 514
2026-04-30 13F Mosaic Family Wealth Partners, Llc 6,580 2,111
2026-05-01 13F Valmark Advisers, Inc. 132,966 3.68 42,657 -0.79
2026-05-11 13F Pathstone Holdings, LLC 833,032 3.19 267,243 -1.27
2026-04-14 13F Nbc Securities, Inc. 21,176 0.76 6,794 -3.59
2026-04-22 13F DDFG, Inc 999 0.30 321 -3.90
2026-05-14 13F Chandler Asset Management, Inc. 103,825 1.16 33,308 -3.20
2026-04-09 13F Praetorian Wealth Management, Inc. 7,719 211.50 2,576 210.24
2026-04-21 13F Tumwater Wealth Management, LLC 164,468 0.98 52,763 -3.38
2026-05-04 13F Autumn Glory Partners, LLC 34,041 52.60 10,921 46.01
2026-04-13 13F Successful Portfolios LLC 19,603 6.76 6,234 -0.83
2026-04-15 13F Define Financial, Llc 72,406 4.10 23,229 -0.39
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1,383 0.66 444 -3.70
2026-05-04 13F Chicago Partners Investment Group LLC 127,824 10.04 44,894 13.48
2026-05-11 13F COFG Advisors, LLC 7,532 10.18 2,416 5.46
2026-05-15 13F Fortress Financial Group, Llc 2,931 86.81 940 78.71
2026-04-16 13F Swisher Financial Concepts, Inc. 47,953 3.23 15,384 -1.22
2026-05-04 13F Chicago Partners Investment Group LLC Put 100 35
2026-05-08 13F Fortis Group Advisors, LLC 7,918 2,087.29 2,789 2,204.96
2026-04-17 13F Forbes Financial Planning, Inc. 21,212 1.82 6,805 -2.56
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 1,089 0.37 349 -3.86
2026-05-15 13F Shufro Rose & Co Llc 38,187 4.21 12,251 -0.28
2026-04-21 13F Cypress Capital Advisors, LLC 83,720 1.86 26,858 -2.53
2026-05-06 13F Hartland & Co., LLC 542,873 282.80 174,159 266.30
2026-04-07 13F Myecfo, Llc 8,156 30.66 2,616 25.05
2026-05-01 13F Evolution Advisers, Inc. 40,329 2.91 0
2026-04-29 13F American Wealth Advisors, LLC 11,640 4.50 3,734 0.00
2026-04-17 13F Forefront Wealth Partners, LLC 4,686 19.18 1,503 14.04
2026-05-05 13F Almanack Investment Partners, LLC. 60,248 0.67 19,328 -3.67
2026-04-27 13F Silver Lake Advisory, LLC 932 0.32 299 -4.18
2026-05-12 13F Commerce Advisors, LLC 2,995 961
2026-04-30 13F Accredited Investors Inc. 19,870 0.35 6,375 -3.98
2026-04-30 13F Triune Financial Partners, LLC 2,556 0.31 820 -5.54
2026-05-04 13F Sterling Investment Advisors, Ltd. 2,813 0.57 902 -3.74
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 601,790 212.78 193,060 199.29
2026-05-04 13F Gleason Group, Inc. 430,220 2.36 138,019 -2.06
2026-05-01 13F Signature Resources Capital Management, LLC 1,319 84.99 423 76.99
2026-02-12 13F FineMark National Bank & Trust 61,524 0.61 20,627 2.79
2026-05-15 13F Trask Adam Roland 77 25
2026-05-15 13F Advisory Services Network, LLC 216,463 15.26 69,444 10.29
2026-04-21 13F Aurdan Capital Management, LLC 14,153 14.45 4,540 9.53
2026-05-08 13F EagleClaw Capital Managment, LLC 8,732 3.56 2,801 -0.88
2026-05-14 13F Us Bancorp \de\ 2,115,013 1.70 655,721 -5.95
2026-05-15 13F Colter Lewis Investment Partners LLC 7,540 26.91 2,419 21.50
2026-04-08 13F Gladwyn Financial Advisors, Inc. 282 0.36 90 -4.26
2026-04-30 13F Acorn Wealth Advisors, LLC 15,836 0.96 5,080 -3.40
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 63,113 10.23 20,247 5.48
2026-05-11 13F Wealth Dimensions Group, Ltd. 4,886 2.41 1,567 -2.00
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 1,444 0.21 463 -4.14
2026-04-14 13F ACT Advisors, LLC. 18,802 0.27 6,032 -4.04
2026-04-14 13F M. Kraus & Co 1,487 2.20 477 -2.05
2026-04-27 13F Consolidated Portfolio Review Corp 15,912 0.25 5,105 -4.08
2026-04-27 13F Thrive Capital Management, LLC 4,942 9.34 1,585 4.62
2026-05-11 13F Meridian Wealth Advisors, LLC 5,443 8.60 1,746 3.93
2026-05-15 13F Victory Capital Management Inc 358,501 8.15 115,011 3.49
2026-05-14 13F Evergreen Capital Management Llc 18,322 1.13 5,878 -3.24
2026-05-06 13F/A Gerald Baker Financial Group LLC 2,330 748
2026-05-27 13F Westshore Wealth, LLC 3,437 0.47 1,103 -3.84
2026-05-05 13F IMC-Chicago, LLC 22,822 67.82 7,322 60.58
2026-04-22 13F Red Door Wealth Management, LLC 13,034 1.41 4,181 -2.97
2026-05-07 13F Facet Wealth, Inc. 2,231,332 3.09 715,834 -3.60
2026-01-27 13F Grunden Financial Advisory, Inc. 610 204
2026-05-05 13F Napier Financial, LLC 5,614 1,801
2026-04-16 13F Asset Advisory Group, Inc. 6,150 0.05 1,973 -4.22
2026-05-15 13F Matrix Private Capital Group Llc 142 46
2026-04-24 13F Northwest Financial Advisors 1,105 3.08 354 -1.39
2026-05-11 13F PCA Investment Advisory Services Inc. 11,420 3.16 3,664 -1.29
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 3,939 14.11 1,264 9.16
2026-05-06 13F TCFG Investment Advisors, LLC 713 229
2026-05-08 13F Clarion Wealth Managment Partners, LLC 3,153 0.67 1,012 -3.62
2026-04-21 13F Grimes & Company, Inc. 8,646 1.89 2,774 -2.53
2026-05-06 13F Kera Capital Partners, Inc. 4,604 4.52 1,477 -1.53
2026-02-12 13F Planning Project LLC 5,709 1,914
2026-04-15 13F Diligent Investors, LLC 865 0.12 277 -4.15
2026-04-23 13F Harbor Investment Advisory, Llc 45,924 0.30 14,733 -4.03
2026-04-17 13F PMG Wealth Management, Inc. 1,876 172.67 602 161.30
2026-04-21 13F Christine Messmer Pc 3,461 1.02 1,110 -3.31
2026-04-22 13F Detalus Advisors, LLC 1,883 1.95 604 -2.42
2026-04-07 13F Central Bank & Trust Co 1,020 327
2026-04-22 13F BKM Wealth Management, LLC 5,211 0.25 1,672 -4.02
2026-04-23 13F SageGuard Financial Group, LLC 5,045 1.92 1,619 -2.47
2026-05-14 13F Galvin, Gaustad & Stein, LLC 5,213 2.44 1,672 -1.99
2026-04-21 13F Grey Fox Wealth Advisors, LLC 4,454 186.06 1,429 174.09
2026-04-30 13F Fortune Financial Advisors, LLC 673 216
2026-05-15 13F Ironwood Investment Management Llc 54,181 6.93 17,382 2.31
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 5,057 11.31 1,622 6.50
2026-04-17 13F McHugh Group, LLC 7,357 20.55 2,360 15.35
2026-05-14 13F Tableaux Llc 650 209
2026-04-10 13F Abound Wealth Management 46,749 3.03 14,998 -1.42
2026-06-01 13F Financial Solutions Advisory Group, Inc. 16,488 5,290
2026-04-21 13F Gutierrez Wealth Advisory, LLC 4,989 38.51 1,600 32.56
2026-05-06 13F Sun Group Wealth Partners 7,073 1.74 2,269 -2.62
2026-05-04 13F Cfo Capital Management Llc 817 262
2026-05-15 13F Everest Financial Group LLC 4,225 1,355
2026-04-23 13F Financial & Tax Architects, LLC 80,604 2.38 25,859 -2.03
2026-04-27 13F Trademark Financial Management, LLC 22,704 35.10 7,284 29.27
2026-04-28 13F Fundamentun, Llc 49,010 12.91 15,723 8.03
2026-04-08 13F Sharper & Granite LLC 44,593 13.11 14,306 8.22
2026-04-06 13F Acima Private Wealth, Llc 23,041 0.23 7,392 -4.10
2026-04-23 13F Summit Investment Advisory Services, LLC 18,876 0.16 6,056 -4.16
2026-04-21 13F Altus Wealth Management, LLC 150,340 0.12 48,231 -4.20
2026-04-29 13F Opulen Financial Group LLC 3,531 11.95 1,133 7.10
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 2,962 15.30 950 10.34
2026-04-22 13F Accretive Wealth Partners, LLC 8,295 40.64 2,661 34.55
2026-04-21 13F Falcon Wealth Planning 9,520 4.02 3,054 -0.49
2026-05-06 13F Brio Consultants, LLC 8,651 1.32 3,088 7.90
2026-01-22 13F Greenberg Financial Group 7,016 9.78 2,352 14.73
2026-05-14 13F Cwm, Llc 206,746 1.89 66,326 97,438.24
2026-05-15 13F Wellington Management Group Llp 93,487 4.12 29,992 -0.37
2026-04-21 13F Diesslin Group, Inc. 7,732 13.92 2,481 9.01
2026-04-17 13F Total Clarity Wealth Management, Inc. 7,817 2.64 2,508 -1.80
2026-04-08 13F Sapient Capital Llc 77,579 1.67 24,888 -3.46
2026-04-09 13F IFG Advisors, LLC 5,366 3.65 1,722 -0.81
2026-04-24 13F Peregrine Asset Advisers, Inc. 5,998 10.36 1,924 5.60
2026-05-12 13F Americana Partners, LLC 3,940 134.94 1,264 124.73
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 146,827 47,104
2026-05-14 13F Institute for Wealth Management, LLC. 4,976 4.27 1,596 -0.25
2026-04-14 13F Cathy Pareto & Associates, Inc 3,716 0.73 1,191 -3.64
2026-04-27 13F Serenus Wealth Advisors, LLC 42,072 24.36 10,655 27.27
2026-04-29 13F WPG Advisers, LLC 86 1.18 28 -3.57
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 39,526 10.55 12,680 5.78
2026-05-12 13F WealthTrak Capital Management LLC 920 295
2026-04-09 13F Teamwork Financial Advisors, LLC 1,070 66.41 343 59.53
2026-04-16 13F Lexington Hill Partners, LLC 88,232 40.64 28,306 34.57
2026-05-12 13F D.B. Root & Company, LLC 16,379 9.38 5,255 4.66
2026-05-06 13F GatePass Capital, LLC 7,950 3.80 2,550 -0.66
2026-04-10 13F Oxinas Partners Wealth Management LLC 1,280 44.31 411 38.05
2026-05-08 13F Birchcreek Wealth Management, LLC 3,817 0.08 1,225 -4.23
2026-05-05 13F 4J Wealth Management LLC 2,181 0.05 700 -4.25
2026-02-13 13F Brick & Kyle, Associates 4,790 0.34 2 0.00
2026-04-09 13F Elmwood Wealth Management, Inc. 13,918 443.04 4,465 419.79
2026-05-05 13F Blue Water Asset Management 985 4.79 316 0.00
2026-04-22 13F Yoder Wealth Management, Inc. 11,416 0.55 3,662 -3.78
2026-05-05 13F Ashford Advisors, LLC 157,362 0.01 50,483 -4.30
2026-04-28 13F Sage Rhino Capital Llc 31,055 0.19 9,963 -4.13
2026-05-08 13F Vanguard Global Advisers, LLC 36,915,651 11,842,910
2026-05-14 13F Lbmc Investment Advisors, Llc 2,866 0.03 919 -4.27
2026-05-04 13F AMG National Trust Bank 290,404 5.21 93,165 0.68
2026-05-11 13F Umb Bank N A/mo 48,358 18.93 15,514 13.80
2026-05-05 13F Milestone Investment Advisors LLC 14,939 1.24 4,793 -3.13
2026-05-04 13F Heritage Wealth Architects, Inc. 11,890 2.03 4,224 6.45
2026-05-11 13F Mountain Capital Investment Advisors, Inc 1,780 24.04 627 28.48
2026-05-11 13F Ellevest, Inc. 234,031 3.70 75,079 -0.77
2026-05-08 13F New England Private Wealth Advisors LLC 130,731 1.84 41,718 -3.07
2026-04-10 13F Perfromance Wealth Partners, LLC 5,326 20.88 1,709 15.64
2026-04-03 13F Adirondack Trust Co 8,257 1.14 2,649 -3.25
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 11,232 0.47 3,603 -3.84
2026-05-01 13F Keener Financial Planning LLC 18,107 20.93 6 0.00
2026-05-14 13F Crabel Capital Management, LLC 2,022 649
2026-04-30 13F Donaldson Capital Management, Llc 2,348 67.71 753 60.55
2026-02-17 13F SageView Advisory Group, LLC 55,999 0.15 18,775 2.31
2026-04-20 13F ABLE Financial Group, LLC 37,743 19.46 12,108 14.31
2026-04-21 13F Venturi Wealth Management, LLC 3,910 0.10 1,254 -4.20
2026-05-12 13F Elite Financial, Inc. 17,609 3.13 6 0.00
2026-04-09 13F OFS Enterprise LLC 5,755 1,846
2026-05-11 13F Fountainhead AM, LLC 927 0.87 297 -3.57
2026-04-13 13F Clayton Financial Group LLC 11,102 0.42 3,562 -3.91
2026-05-04 13F Clear Investment Research, Llc 157 50
2026-05-14 13F Phillips Wealth Planners LLC 971 353
2026-04-28 13F Northstar Group, Inc. 240,162 1.65 77,046 -2.74
2026-05-08 13F Mosaic Financial Group, Llc 6,941 0.12 2 0.00
2026-05-19 13F Royal Fund Management, LLC 11,937 3.23 3,835 -1.26
2026-04-15 13F Brady Martz Wealth Solutions, LLC 44,595 29.85 14,307 24.25
2026-05-07 13F Planning Alternatives Ltd /adv 2,819 36.45 904 30.64
2026-05-11 13F Federated Hermes, Inc. 7,525 0.74 2,414 -3.59
2026-04-29 13F/A True Link Financial Advisors, LLC 2,468 83.90 792 76.17
2026-04-17 13F Aspire Growth Partners LLC 9,723 1.18 3,119 -3.20
2026-04-09 13F Red Spruce Capital, LLC 1,164 38.24 373 32.27
2026-05-04 13F Paragon Advisors, LLC 1,008 7.46 323 2.87
2026-04-24 13F Key FInancial Inc 4,579 7.72 1,469 3.02
2026-04-28 13F Busey Wealth Management 335,088 5.67 107,500 1.11
2026-04-27 13F Lodestar Private Asset Management Llc 72,922 1.11 23,394 -3.25
2026-05-06 13F Sentinus, LLC 48,945 0.73 15,702 -3.61
2026-04-17 13F Ambassador Advisors, LLC 18,605 12.98 5,969 8.10
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 41,018 0.23 13,159 -4.09
2026-05-14 13F Horizon Investments, LLC 2,310 100.00 741 91.47
2026-04-27 13F Cresta Advisors, Ltd. 70,842 5.52 22,727 0.97
2026-05-07 13F Financial Discovery Group Inc 2,224 713
2026-04-30 13F Elevated Capital Advisors, LLC 2,714 3.83 871 -0.68
2026-05-12 13F CIBC Asset Management Inc 17,646 26.67 5,661 23.87
2026-04-15 13F Wright Fund Managment, LLC 29,485 9,459
2026-04-23 13F Willis Johnson & Associates, Inc. 6,812 2.33 2,186 -2.11
2026-05-05 13F PFG Advisors 150,333 4.95 48,228 0.43
2026-04-24 13F Able Wealth Management LLC 2,671 7.10 857 2.39
2026-05-15 13F Briggs Wealth Management, Inc 138,816 2.47 44,534 -1.95
2026-04-21 13F Trilogy Capital Inc. 682,240 1.79 218,869 -2.60
2026-05-15 13F Old Mission Capital Llc Call 306,600 165.22 1,321 -54.18
2026-05-15 13F Investment Counsel Co Of Nevada 1,868 4.47 599 0.00
2026-04-08 13F Dynamic Advisor Solutions LLC 57,943 3.27 18,589 -1.18
2026-02-19 13F Evansbrook LLC 812 272
2026-05-11 13F Founders Financial Alliance, LLC 5,506 5.18 1,766 0.63
2026-04-17 13F Nova R Wealth, Inc. 56,911 1,064.30 18,258 1,014.59
2026-01-14 13F One Wealth Management Investment & Advisory Services, LLC 9,895 6.50 3,318 8.79
2026-04-24 13F Capital Asset Advisory Services LLC 6,140 7.49 2,150 10.37
2026-04-29 13F Downshift Financial, LLC 49,244 24.29 17,224 30.36
2026-05-08 13F Price Financial Group Wealth Management, Inc 341 119
2026-05-13 13F Principal Securities, Inc. 170,307 7.90 54,636 3.24
2026-05-07 13F Capital Performance Advisors Llp 20,827 0.78 6,682 -3.57
2026-04-21 13F International Private Wealth Advisors LLC 973 39.40 312 33.33
2026-04-15 13F Paragon Capital Management Ltd 1,488 2.76 477 -1.65
2026-05-15 13F Cypress Capital Group 5,211 3.07 1,672 -1.42
2026-05-04 13F HBW Advisory Services LLC 14,954 10.94 4,797 6.15
2026-05-07 13F First Command Advisory Services, Inc. 18,315 73.90 5,876 66.43
2026-05-08 13F Moors & Cabot, Inc. 18,274 22.78 5,862 17.47
2026-05-14 13F Strategic Advisors LLC 11,367 7.09 3,647 2.47
2026-04-23 13F Glass Jacobson Investment Advisors llc 9,036 4.52 2,899 0.00
2026-04-23 13F BXM Wealth LLC 1,290 414
2026-04-22 13F Gemmer Asset Management LLC 7,259 0.11 2,329 -4.24
2026-05-08 13F Macroview Investment Management Llc 4,519 0.29 1,450 -4.04
2026-04-29 13F Clearwave Capital, LLC 1,884 0.32 604 -3.97
2026-05-14 13F RM Financial Services, LLC 10,408 10.31 3,339 5.53
2026-05-14 13F Rialto Wealth Management, LLC 18,041 98.32 5,788 89.74
2026-05-06 13F Zhang Financial LLC 563,420 2.83 180,751 -1.60
2026-04-03 13F Box Hill Private Wealth LLC 2,092 0.34 671 -4.01
2026-02-13 13F Pine Valley Investments Ltd Liability Co 2,708 0.41 908 2.49
2026-04-10 13F Wealth Group Ltd 7,930 2.02 2,544 -2.38
2026-04-20 13F Park Edge Advisors, LLC 6,027 0.84 1,933 -3.49
2026-05-14 13F Coastal Bridge Advisors, LLC 11,081 124.18 3,555 114.48
2026-05-15 13F Snowwater Investment Partners, Llc 23,073 0.19 7,402 -4.12
2026-05-11 13F Capital Square, LLC 41,782 12.14 14,709 17.76
2026-05-12 13F Causey Wealth LLC 2,470 48.71 792 42.45
2026-04-28 13F DDD Partners, LLC 2,276 5.03 730 0.55
2026-04-21 13F AA Financial Advisors, LLC 56,308 2.71 18,064 -1.72
2026-05-08 13F Cura Wealth Advisors, Llc 9,778 29.34 3,137 23.76
2026-04-21 13F Riverstone Advisors, LLC 3,276 0.52 1,051 -3.85
2026-04-20 13F Cherrydale Wealth Management, Llc 279,602 2.75 89,699 -1.68
2026-04-13 13F Wiser Wealth Management, Inc 6,320 65.66 2,027 58.48
2026-04-17 13F Aspen Capital Management, LLC 4,229 0.02 1,357 -4.30
2026-04-21 13F OneAscent Financial Services LLC 42,003 1.60 13,475 -2.78
2026-04-16 13F Prairiewood Capital, LLC 4,478 30.10 1,437 24.44
2026-05-01 13F Avion Wealth 53,879 2.60 17 0.00
2026-04-15 13F Apex Wealth Management, LLC 25,045 118.33 8,035 104.90
2026-05-13 13F Wealth Management Associates, Inc. 27,832 0.05 8,929 -4.27
2026-04-14 13F Hudson Value Partners, LLC 22,742 2.13 7,296 -2.37
2026-04-07 13F Bulwark Capital Corp 51,093 0.07 16,391 -4.24
2026-05-15 13F First Manhattan Co 20,431 16.35 6,554 11.33
2026-04-08 13F Lakeridge Wealth Management LLC 2,409 3.26 773 -1.28
2026-04-24 13F Lynx Investment Advisory 1,433 460
2026-05-05 13F Allspring Global Investments Holdings, LLC 99,799 13.67 32,259 9.26
2026-05-12 13F Jane Street Group, Llc Put 81,100 16.86 26,018 11.82
2026-04-16 13F Security National Bank 10,943 1.03 3,511 -3.33
2026-05-13 13F Buckingham Strategic Partners 596,293 18.88 191,257 13.73
2026-04-10 13F Octavia Wealth Advisors, LLC 7,564 4.17 2,427 -0.33
2026-05-13 13F Daner Wealth Management, LLC 5,920 8.66 2,148 15.31
2026-04-15 13F Asset Allocation & Management Company, LLC 210,203 0.52 67 -4.29
2026-05-11 13F Shepherd Financial Partners LLC 5,531 49.33 1,774 42.95
2026-05-14 13F RB Capital Management, LLC 1,806 3.26 579 -1.19
2026-05-14 13F Klingman & Associates, LLC 44,937 0.67 14,416 -3.67
2026-05-01 13F Emerald Investment Partners, Llc 3,137 3.29 1,006 -1.18
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 20,064 4.66 6,437 0.14
2026-04-16 13F Five Pine Wealth Management 18,477 1.43 5,928 -2.95
2026-04-20 13F L.K. Benson & Company, P.C. 29,174 12.53 9,359 7.69
2026-05-04 13F NWF Advisory Services Inc. 26,078 5.47 8,366 0.92
2026-05-08 13F Allegiance Financial Group Advisory Services LLC 163,814 7.11 52,543 2.47
2026-04-23 13F Salus Financial Advisors, LLC 1,994 640
2026-04-08 13F RDA Financial Network 6,920 0.17 2,220 -4.15
2026-05-15 13F Vestmark Advisory Solutions, Inc. 806,789 12.82 258,826 7.95
2026-05-13 13F American Financial Advisors, LLC 16,882 0.87 5,416 -3.48
2026-04-15 13F Regatta Capital Group, Llc 6,414 0.30 2,058 -4.06
2026-04-30 13F Sequoia Financial Advisors, LLC 3,787,743 1.94 1,215,146 -2.45
2026-05-14 13F Capital Planning Advisors, LLC 2,891 5.90 927 1.31
2026-05-11 13F Catalyst Financial Partners Llc 12,129 11.12 3,891 6.34
2026-04-24 13F DeLarme Wealth Management, Inc. 2,295 0.31 736 -4.04
2026-05-04 13F Roberts Glore & Co Inc /il/ 33,445 5.79 10,729 1.23
2026-05-11 13F SCS Capital Management LLC 2,603,399 2.51 835,197 -1.91
2026-05-05 13F Ridgeline Wealth Planning, LLC 3,877 0.03 1,244 -4.31
2026-05-11 13F Prudent Investors Network 4,113 117.27 1,319 108.04
2026-05-15 13F Morgan Stanley 14,341,153 3.98 4,600,786 -0.51
2026-05-14 13F Aries Wealth Management 20,096 7.24 6,447 2.61
2026-04-17 13F Astoria Strategic Wealth, Inc. 390,811 1.42 125,376 -2.96
2026-04-07 13F Park Avenue Securities Llc 214,039 1.65 69 -2.86
2026-04-13 13F Garrett Investment Advisors LLC 128,493 2.24 41,222 -2.17
2026-05-14 13F Main Management LLC 463 0.22 0
2026-05-01 13F Clarity Financial LLC 4,125 40.98 1,323 34.86
2026-04-24 13F North Point Portfolio Managers Corp/oh 1,485 6.07 476 1.49
2026-04-20 13F Kfg Wealth Management, Llc 973 312
2026-04-14 13F Moller Financial Services 1,671 76.45 536 68.77
2026-05-04 13F Vista Finance, Llc 2,124 681
2026-04-09 13F Shearwater Capital LLC 1,550 107.50 497 98.80
2026-05-12 13F Greenwich Wealth Management LLC 4,122 0.22 1 0.00
2026-05-04 13F Bedel Financial Consulting, Inc. 17,321 0.16 5,557 -4.16
2026-05-06 13F German American Bancorp, Inc. 5,170 1,659
2026-05-07 13F Flavin Financial Services, Inc. 4,793 2.11 1,538 -2.29
2026-04-21 13F BankPlus Wealth Management LLC 3,212 7.86 1,031 3.21
2026-04-17 13F Morris Financial Concepts, Inc. 46 91.67 15 75.00
2026-05-12 13F Disciplined Investors, L.L.C. 5,086 23.00 1,632 17.68
2026-05-15 13F VPR Management LLC 45,200 10.78 14,501 6.00
2026-04-20 13F Joel Adams & Associates, Inc. 4,581 7.18 1,469 2.51
2026-04-29 13F Cvfg Llc 21,870 16.48 7,016 11.47
2026-04-14 13F Capital Asset Managemnet, LLC 17,020 0.62 5,460 -3.72
2026-04-28 13F Raleigh Capital Management Inc. 145 45.00 47 39.39
2026-04-15 13F Access Financial Services, Inc. 3,483 7.24 1,117 2.67
2026-05-14 13F Mason Investment Advisory Services, Inc. 3,294 0.34 1,057 -4.00
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 46,305 41.38 14,855 35.29
2026-04-08 13F Sandbox Financial Partners, LLC 2,552 0.12 819 -4.22
2026-05-11 13F REAP Financial Group, LLC 179,270 13.28 57,512 8.39
2026-04-14 13F Well Done, LLC 723 15.31 232 10.00
2026-04-22 13F Mindset Wealth Management, Llc 783 11.54 251 6.81
2026-04-17 13F Ignite Planners, LLC 21,846 941.28 7,009 881.51
2026-04-27 13F LCW Services, LLC 1,243 47.45 399 41.13
2026-05-12 13F Sovereign Investment Advisors, LLC 30,991 3.62 9,942 -0.85
2026-02-17 13F Custos Family Office, LLC 2,035 0.25 682 2.40
2026-04-20 13F Cardinal Point Capital Management, ULC 611,956 5.18 196,322 0.65
2026-04-27 13F FSM Wealth Advisors, LLC 103,782 9.53 33,294 4.81
2026-05-14 13F Vernal Point Advisors, LLC 76,862 1.25 24,658 -3.12
2026-04-13 13F Sherman Wealth Management LLC 4,651 0.30 1,492 -3.99
2026-04-27 13F TCI Wealth Advisors, Inc. 54,692 1.99 17,546 -2.41
2026-05-07 13F Conquis Financial Llc 1,832 7.07 641 11.69
2026-05-14 13F Level Four Advisory Services, Llc 37,731 9.42 12,105 4.71
2026-04-23 13F Ewa, Llc 3,543 6.49 1,137 1.88
2026-05-15 13F Old Mission Capital Llc 18,810 1,964.76 6,034 1,878.36
2026-05-12 13F Entrust Financial Llc 61,535 1.30 19,741 -3.07
2026-05-14 13F Meridian Wealth Partners, LLC 5,898 4.26 1,892 -0.21
2026-04-10 13F Baker Tilly Financial, Llc 3,081 22.50 988 17.20
2026-04-24 13F UMA Financial Services, Inc. 1,104 1.10 354 -3.28
2026-04-15 13F Independence Financial Advisors, LLC 9,408 0.32 3,018 -4.01
2026-05-14 13F Gwn Securities Inc. 14,887 33.80 4,776 28.04
2026-04-10 13F Brucke Financial, Inc. 778 9.12 249 4.18
2026-05-08 13F Wilkerson Advisory Group LLC 131 0.77 42 -4.65
2026-04-30 13F North Capital, Inc. 1,236 0.32 397 -4.12
2026-04-17 13F Kaufman Rossin Wealth, LLC 13,566 41.84 4,352 35.75
2026-04-28 13F Libra Wealth Llc 219,258 3.78 70,340 -0.69
2026-05-05 13F Birchwood Financial Partners, Inc. 907 1.00 291 -3.32
2026-04-29 13F Steele Capital Management, Inc. 32,438 10,406
2026-04-08 13F Presidio Capital Management, LLC 843 271
2026-05-12 13F Frisco Financial Planning LLC 944 0.21 303 -4.13
2026-05-15 13F 10Elms LLP 4,615 3.96 1,481 -0.54
2026-05-04 13F Sigma Planning Corp 57,145 31.95 18,333 26.05
2026-05-05 13F Portfolio Strategies, Inc. 95,555 3.67 30,884 -0.06
2026-05-07 13F Key Capital Management, INC 4,721 772.64 1,515 736.46
2026-05-29 13F Keel Point, LLC 14,667 2.93 4,705 -1.51
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 6,790 2.06 2,178 -2.33
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 961 8.71 308 4.05
2026-05-08 13F Alps Advisors Inc 496,922 2.21 159,418 -2.20
2026-05-06 13F IMA Wealth, Inc. 20,563 0.81 6,597 -3.54
2026-04-08 13F Wealth Advisors Northwest LLC 2,699 6.68 866 2.00
2026-04-08 13F Mirador Capital Partners LP 1,945 1.78 624 -2.66
2026-04-17 13F Viewpoint Capital Management LLC 214 0.47 69 -4.23
2026-05-14 13F Satovsky Asset Management Llc 89,121 7.04 28,591 2.43
2026-01-30 13F BancorpSouth Bank 11,735 0.70 3,934 2.88
2026-04-27 13F HB Wealth Management, LLC 8,726,405 0.90 2,662,748 -3.54
2026-05-15 13F Peapack Gladstone Financial Corp 21,675 4.60 7 0.00
2026-05-27 13F Alpha Capital Advisors Inc /adv 19,169 3.22 6,150 -3.27
2026-05-15 13F Ascent Group, LLC 11,223 0.60 3,600 -3.74
2026-05-14 13F Zacks Investment Management 6,188 10.26 1,985 5.53
2026-05-20 13F Norris Financial Group, LLC 33,713 14.59 10,815 9.65
2026-04-13 13F Ullmann Financial Group, Inc. 5,228 0.06 1,677 -4.28
2026-04-23 13F Northstar Asset Management Llc 76,874 2.59 24,662 -1.84
2026-04-28 13F Nvest Financial, LLC 1,127 0.36 361 -3.99
2026-04-24 13F Cyr Financial Inc. 744 239
2026-05-15 13F Toroso Investments, LLC 228,958 8.68 73,452 3.99
2026-04-30 13F Opus Capital Group, LLC 1,598 0.06 1
2026-04-21 13F PDS Planning, Inc 26,786 2.36 8,593 -2.05
2026-04-10 13F Sage Investment Advisers LLC 3,469 3.27 1,121 -0.44
2026-05-12 13F Athena Investment Management 637 204
2026-04-24 13F United Community Bank 18,721 40.38 6,006 34.31
2026-04-16 13F Kavar Capital Partners Group, Llc 8,586 0.21 2,755 -4.11
2026-05-13 13F IF Advisors, LLC 13,130 817.54 4,212 779.33
2026-04-20 13F Sowell Financial Services LLC 23,699 15.93 7,603 10.93
2026-04-27 13F Mount Yale Investment Advisors, LLC 60,216 1,442.81 19,318 1,376.83
2026-04-28 13F Powerhouse Assets LLC 5,402 6.70 1,733 2.06
2026-04-30 13F Indivisible Partners 3,489 21.44 1,119 16.20
2026-05-06 13F Spartan Wealth Advisory Services LLC 2,800 898
2026-05-14 13F Lauterbach Financial Advisors, LLC 2,073 25.18 665 19.82
2026-04-16 13F Smith, Salley & Associates 18,837 34.75 6,043 28.96
2026-03-27 13F Prosperity Wealth Management, Inc. 2,286 0.48 766 2.68
2026-04-17 13F Discipline Wealth Solutions, LLC 67,253 552.88 21,575 524.82
2026-05-13 13F D L Carlson Investment Group Inc 2,379 1.28 763 -3.05
2026-05-01 13F Pittenger & Anderson Inc 5,294 37.97 1,698 32.04
2026-04-08 13F Arlington Trust Co LLC 193,849 1.03 62,189 -3.33
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 9,900 20.73 3,176 15.53
2026-05-08 13F King Luther Capital Management Corp 5,578 -4.39
2026-04-21 13F Financial Planning Hawaii, Inc. 26,926 1.73 8,638 -2.65
2026-04-21 13F Wise Wealth Partners 2,390 8.59 767 3.93
2026-05-15 13F Osbon Capital Management Llc 37,534 5.07 12,041 0.54
2026-04-29 13F Your Advocates Ltd., LLP 3,838 257.02 1,231 241.94
2026-05-18 13F Arkadios Wealth Advisors 157,372 63.36 50,487 56.32
2026-05-01 13F Innovative Wealth Building LLC 3,950 82.28 1,267 74.52
2026-05-15 13F National Philanthropic Trust 144,422 6.50 46,332 1.90
2026-04-24 13F Kendall Capital Management 14,332 0.57 4,598 -3.77
2026-05-14 13F Chancellor Financial Group WB LP 2,228 0.13 715 -4.29
2026-04-30 13F Millstone Evans Group, LLC 637 0.63 204 -3.77
2026-05-07 13F Legacy Wealth Managment, LLC/ID 3,318 15.73 1,064 10.72
2026-04-22 13F Investment Advisory Group, LLC 14,495 6.62 4,650 2.04
2026-04-24 13F Argent Advisors, Inc. 738 2.64 237 -2.07
2026-04-22 13F Rolek Wealth Management LLC 27,512 7.25 8,826 2.63
2026-05-05 13F Generations Wealth, LLC 22,685 15.66 7,278 10.68
2026-05-05 13F Sandy Cove Advisors, LLC 43,475 0.65 13,947 -3.69
2026-04-29 13F Great Hill Capital LLC 2,916 80.56 935 72.83
2026-05-14 13F North Ridge Wealth Advisors, Inc. 4,980 7.61 1,598 2.97
2026-04-13 13F Invariant Investment Management 1,272 0.32 427 -1.84
2026-05-15 13F Aqr Capital Management Llc 1,391,096 13.43 446,277 8.54
2026-05-12 13F Kirtland Hills Capital Management, Llc 4,573 19.09 1,604 24.63
2026-04-09 13F Central Valley Advisors, Llc 919 5.63 295 1.03
2026-05-08 13F Jackson Hole Capital Partners, LLC 65 182.61 21 185.71
2026-05-14 13F CIBC World Markets Inc. 31,557 21.13 10,124 15.90
2026-05-14 13F Catalytic Wealth RIA, LLC 34,463 2.81 11,056 -1.63
2026-04-22 13F Foundation Wealth Management, LLC\PA 106,859 9.49 34,281 4.77
2026-05-05 13F UBS Group AG 4,429,630 8.95 1,421,070 4.25
2026-04-22 13F M3 Advisory Group, LLC 25,807 0.75 8,279 -3.59
2026-05-05 13F Thayer Partners, LLC / MA 817 10.55 262 6.07
2026-04-24 13F Vision Capital Management, Inc. 2,785 1.46 893 -2.93
2026-05-21 13F Raab & Moskowitz Asset Management LLC 67,699 1.71 21,719 -2.68
2026-05-07 13F Van Strum & Towne Inc. 21,765 0.01 6,982 -4.30
2026-05-14 13F White Lighthouse Investment Management Inc. 13,698 2.84 4,395 -1.59
2026-05-07 13F JSF Financial, LLC 1,000 0.20 321 -4.19
2026-04-10 13F RTD Financial Advisors, Inc. 6,189 2.31 1,985 -2.07
2026-04-23 13F Moss Adams Wealth Advisors LLC 1,259,916 3.15 404,194 -1.30
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 5,556 15.46 1,782 10.48
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 1,311 0.23 421 -4.11
2026-02-05 13F Center for Financial Planning, Inc. 7,965 3.74 2,670 5.99
2026-04-22 13F Viewpoint Investment Partners Corp 28,435 1.43 9,119 -2.98
2026-05-08 13F Arthur M. Cohen & Associates, Llc 1,641 0.31 530 -3.28
2026-05-15 13F Point Nemo Capital, LLC 964 23.27 309 17.94
2026-05-04 13F Mendel Money Management 854 25.40 274 19.74
2026-04-28 13F Investment Advisory Services Group LLC 10,031 7.93 3,218 3.31
2026-05-12 13F Orcam Financial Group 26,319 0.29 8,444 -4.04
2026-05-04 13F Beckerman Institutional, LLC 2,922 0.17 938 -4.19
2026-04-15 13F Arch Global Advisors, LLC 771 247
2026-04-27 13F Evolution Wealth Management Inc. 1,657 21.48 532 16.19
2026-05-07 13F Magnolia Wealth Management, LLC 178,620 1.24 57,303 -3.12
2026-04-08 13F Capital Advisors Wealth Management, LLC 17,920 2.29 5,749 -2.13
2026-04-10 13F BostonPremier Wealth LLC 169,681 1.61 54,435 -2.77
2026-05-08 13F Altiora Financial Group, LLC 90,032 5.99 28,883 1.42
2026-04-28 13F Planning Center, Inc. 2,041 3.24 655 -1.21
2026-05-15 13F/A Prepared Retirement Institute LLC 32,633 8.59 10,469 3.91
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 836 268
2026-04-20 13F Verus Financial Partners, Inc. 773,864 1.31 267,780 2.50
2026-04-02 13F Crumly & Associates Inc. 837 7.86 269 3.08
2026-02-17 13F Cornerstone Wealth Partners, LLC 0 0
2026-04-21 13F Sunpointe, LLC 42,443 11.32 13,616 6.52
2026-02-10 13F Sequent Asset Management, LLC 3,890 71.14 1,304 43,366.67
2026-05-15 13F Farringdon Capital, Ltd. 775 249
2026-05-12 13F Community Bank, N.A. 2,354 23.57 755 18.34
2026-05-13 13F Truvestments Capital Llc 3,398 1,113.57 1,090 1,072.04
2026-05-11 13F Commerce Bank 284,975 27.37 91,423 21.87
2026-04-03 13F Rise Advisors, LLC 1,054 56.85 341 51.11
2026-04-16 13F Sweeney & Michel, Llc 3,598 0.28 1,219 -0.57
2026-05-04 13F V2 Financial group LLC 4,212 0.05 1,351 -4.25
2026-04-28 13F Stratos Wealth Advisors, LLC 44,432 3.14 14,254 -1.31
2026-05-06 13F North Star Asset Management Inc 186,455 1.30 59,817 -3.07
2026-05-15 13F State of Tennessee, Treasury Department 1,639,763 3.62 526,052 -2.39
2026-04-29 13F Proactive Wealth Strategies LLC 5,894 102.89 1,891 94.15
2026-04-13 13F Cordant, Inc. 82,596 2.88 26,498 -1.56
2026-04-13 13F Gradient Investments LLC 10,443 6.87 3,350 2.26
2026-04-08 13F Charis Legacy Partners, LLC 17,618 8.37 5,652 3.69
2026-04-28 13F Bogart Wealth, LLC 17,310 0.89 5,553 -3.46
2026-04-29 13F Addison Capital Co 997 320
2026-05-04 13F Henderson Brothers Financial Partners, LLC 2,716 88.48 871 80.33
2026-05-01 13F Hohimer Wealth Management, Llc 13,723 4,402
2026-04-30 13F Kestra Advisory Services, LLC 740,108 29.30 237,434 23.72
2026-05-04 13F Optima Capital Llc 17,987 1.50 5,770 -2.88
2026-05-13 13F Family Office Research LLC 2,141 0.28 687 -4.99
2026-04-28 13F Kingswood Wealth Advisors, Llc 65,052 9.92 20,869 5.18
2026-04-21 13F FSA Investment Group, LLC 826 0.24 265 -3.99
2026-05-04 13F Lifeworks Advisors, LLC 2,405 20.25 771 15.07
2026-05-11 13F Exit Wealth Advisors, LLC. 1,910 613
2026-04-08 13F Winter & Associates, Inc. 5,888 15.16 1,915 11.67
2026-05-04 13F Copia Wealth Management 681 13.88 218 9.00
2026-04-16 13F Ironwood Financial, llc 38,733 5.93 12,426 -0.92
2026-04-29 13F SAM Advisors, LLC 309,975 1.37 99,443 -3.00
2026-05-15 13F Weaver Consulting Group 35,768 7.74 11,475 3.09
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1,248 59.39 400 52.67
2026-05-08 13F Campbell Deegan Wealth Management, LLC 760 244
2026-04-20 13F Cottage Street Advisors LLC 673 6.32 216 1.89
2026-05-05 13F Coquina Private Wealth LLC 7,778 39.99 2,495 34.00
2026-05-15 13F Mercer Global Advisors Inc /adv 2,070,334 0.87 663,995 -3.48
2026-05-05 13F SOUTH STATE Corp 16,703 11.67 5,358 6.86
2026-04-09 13F Curated Wealth Partners LLC 4,315 0.05 1,384 -4.22
2026-04-24 13F Berkeley, Inc 4,517 8.01 1,449 3.35
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 114,103 0.54 36,605 -3.80
2026-05-11 13F Rinkey Investments 38,935 3.07 12,491 -1.38
2026-04-13 13F Arkansas Financial Group, Inc. 652 218
2026-05-11 13F Great Lakes Advisors, Llc 1,494 4.26 479 -0.21
2026-05-12 13F Saiph Capital, LLC 1,460 468
2026-05-29 13F Krane Financial Solutions LLC 1,439 462
2026-04-28 13F DGS Capital Management, LLC 3,754 11.39 1,204 6.64
2026-05-14 13F C M Bidwell & Associates Ltd 26,016 2.84 8,346 -1.59
2026-04-27 13F Prasad Wealth Partners, LLC 4,708 189.72 1,511 177.57
2026-05-06 13F Aire Advisors, Llc 3,500 0.29 1,123 -4.02
2026-04-01 13F Vigilare Wealth Management 1,482 17.25 475 12.29
2026-05-04 13F Geneos Wealth Management Inc. 72,032 3.61 23,108 -0.86
2026-05-07 13F AlTi Global, Inc. 500,692 1.65 160,767 -2.65
2026-05-11 13F Cascade Wealth Advisors, Inc 6,646 3.23 2,412 9.19
2026-04-13 13F Creative Financial Designs Inc /adv 5,278 5.24 1,693 0.71
2026-04-20 13F Foster Victor Wealth Advisors, LLC 8,110 0.07 2,779 0.29
2026-05-14 13F Quattro Advisors LLC 1,390 0.29 446 -4.09
2026-05-14 13F Allworth Financial LP 8,504,378 0.10 2,728,290 -4.22
2026-04-15 13F Gradient Capital Advisors, LLC 4,095 0.74 1,314 -3.60
2026-04-17 13F AdvisorNet Financial, Inc 81,346 5.58 26,097 1.03
2026-05-15 13F Horizon Investment Services, LLC 2,071 19.09 664 13.89
2026-04-16 13F Tandem Capital Management Corp /adv 3,130 6.14 1,004 1.62
2026-04-03 13F Coastline Trust Co 55,955 2.04 17,951 -2.36
2026-05-12 13F KilterHowling LLC 4,218 442.86 1,353 420.38
2026-05-13 13F Parker Investment Management, LLC 2,419 14.00 776 9.14
2026-04-06 13F Highline Wealth Partners Llc 8,449 10.53 2,711 5.78
2026-05-06 13F Meridian Wealth Management, LLC 55,047 0.89 17,660 -3.47
2026-05-28 13F Cozad Asset Management Inc 124,213 1.76 39,849 -2.62
2026-04-08 13F Clarus Wealth Advisors 9,213 1.77 2,998 -3.26
2026-04-24 13F Charter Oak Capital Management, LLC 12,619 1.83 4,048 -2.55
2026-05-08 13F Endowment Wealth Management, Inc. 30,695 2.19 9,847 -2.21
2026-05-01 13F Summit Place Financial Advisors, LLC 765 1.19 245 -3.16
2026-05-15 13F Ashford Capital Management Inc 95,654 1.95 30,687 -2.45
2026-04-20 13F KFA Private Wealth Group, LLC 7,643 3.79 2,452 -0.69
2026-05-14 13F Nicolet Bankshares Inc 27,187 52.58 8,742 46.34
2026-05-06 13F Clifford Swan Investment Counsel Llc 14,670 6.30 4,706 1.71
2026-04-15 13F Monument Capital Management 7,961 0.47 2,554 -3.88
2026-05-14 13F HighPoint Advisor Group LLC 67,998 4.03 21,814 -0.46
2026-04-22 13F LifeSteps Financial, Inc. 971 0.21 312 -4.01
2026-05-08 13F Vanguard Advisers Inc 28,490,615 9,140,073
2026-02-20 13F Verus Advisory, Inc. 133,330 45,044
2026-05-15 13F Huntington National Bank 11,851 22,122 -8.53
2026-05-15 13F Perennial Investment Advisors, LLC 39,023 0.88 12,519 -3.47
2026-04-08 13F Lpwm Llc 7,284 4.19 2,337 -0.30
2026-04-21 13F One Wealth Advisors, LLC 1,716 20.25 550 15.06
2026-05-14 13F Babb Wealth Advisors LLC 654 210
2026-05-06 13F Cornerstone Planning Group LLC 1,929 123.78 688 133.22
2026-04-10 13F Level Financial Advisors, Inc. 22,218 6.12 7,128 1.54
2026-04-22 13F Jim Saulnier & Associates, Llc 13,996 87.29 4,490 79.20
2026-05-14 13F Greenline Wealth Management LLC 919 52.40 295 45.54
2026-05-14 13F VestGen Advisors, LLC 675,470 707.21 245,054 773.47
2026-05-21 13F/A Kensington Asset Management, LLC 38,539 89.99 12,364 80.40
2026-04-24 13F Wealth Care LLC 30,064 9,645
2026-05-13 13F Prosperity Financial Group, Inc. 3,173 11.76 1,018 6.94
2026-05-14 13F Broadleaf Partners, LLC 2,092 4.24 671 -0.15
2026-02-20 13F SB Capital Management Inc 1,400 469
2026-05-01 13F Northcape Wealth Management, Llc 2,170 16.04 696 11.18
2026-04-22 13F Pinnacle Bancorp, Inc. 11,279 1.09 3,618 -3.26
2026-05-12 13F One Capital Management, LLC 34,392 8.77 11,033 4.08
2026-04-13 13F/A Sunburst Financial Group, LLC 4,271 23.94 1,370 18.61
2026-01-14 13F Clarius Group, LLC 185,545 0.10 62,208 2.27
2026-05-15 13F Smartleaf Asset Management LLC 41,094 28.08 12,808 18.15
2026-04-24 13F BetterWealth, LLC 1,802 578
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 8,816 1.07 2,828 -3.28
2026-05-14 13F Baird Financial Group, Inc. 903,864 3.15 289,969 -1.30
2026-04-15 13F Websterrogers Financial Advisors, Llc 2,840 0.11 911 -4.21
2026-04-22 13F Abundance Wealth Counselors 22,857 32.37 7,333 26.65
2026-04-28 13F Lee Danner & Bass Inc 3,008 4.52 965 0.00
2026-05-12 13F Moneta Group Investment Advisors Llc 529,490 0.42 169,866 -3.91
2026-04-16 13F Warren Street Wealth Advisors, LLC 1,644 3.79 527 -0.57
2026-05-08 13F Tfo-tdc, Llc 9,384 11.74 3,010 6.93
2026-04-21 13F Creekside Partners 14,037 41.10 4,503 35.02
2026-04-13 13F St Germain D J Co Inc 5,171 0.51 1,659 -3.83
2026-04-21 13F Wealth Effects Llc 27,615 0.55 8,859 -3.79
2026-04-16 13F Greenfield Savings Bank 8,581 1.76 2,753 -2.65
2026-02-11 13F Parallel Advisors, LLC 149,456 0.17 50,144 2.41
2026-05-07 13F Symetra Investment Management Co 1,233,045 8.35 396 3.67
2026-04-15 13F Meridian Financial Partners LLC 3,023 15.56 984 10.82
2026-05-08 13F Urban Financial Advisory Corp 147 12.21 47 9.30
2026-04-24 13F Essex Financial Services, Inc. 35,289 2.04 11,321 -2.36
2026-05-13 13F Choate Investment Advisors 169,996 0.65 54,536 -3.70
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 38,634 0.14 13,620 5.30
2026-04-28 13F Nbt Bank N A /ny 61,985 503.79 19,885 -4.44
2026-05-01 13F Legacy Financial Strategies, LLC 52,955 1.49 16,988 -2.89
2026-05-15 13F Glen Eagle Advisors, LLC 27,578 0.66 8,847 -3.68
2026-05-14 13F Hara Capital LLC 1,165 374
2026-04-22 13F Parcion Private Wealth LLC 1,383 444
2026-05-05 13F Capital Investment Advisory Services, LLC 22,633 2.92 7,261 -1.52
2026-04-07 13F Farther Finance Advisors, LLC 222,568 14.69 71,943 10.57
2026-04-22 13F MFA Wealth Services 5,732 2.12 1,839 -2.29
2026-04-08 13F Stonebridge Financial Group, LLC 14,586 0.33 4,679 -4.00
2026-05-01 13F Sovran Advisors, LLC 5,791 14.20 2,051 18.28
2026-04-17 13F Greenbush Financial Group, LLC 32,373 1.82 10,386 -2.58
2026-04-29 13F Cambridge Capital Management, Llc 1,167 0.26 374 -4.10
2026-05-12 13F Keeler THomas Management LLC 7,101 153.88 2,278 143.01
2026-05-07 13F Crewe Advisors LLC 15,190 5.38 4,873 0.85
2026-04-16 13F Everstar Asset Management, LLC 12,240 8.97 3,927 4.28
2026-05-14 13F Ahara Advisors LLC 51,216 24.64 16,431 19.27
2026-04-30 13F Graetz Wealth LLC 4,876 0.47 1,564 -3.87
2026-05-13 13F 49 Wealth Management, Llc 8,497 7.99 2,726 3.34
2026-05-05 13F Investment Partners, Ltd. 1,719 551
2026-05-13 13F Clearwater Capital Advisors, LLC 2,568 7.63 824 3.00
2026-04-27 13F Jamison Private Wealth Management, Inc. 2,405 772
2026-04-28 13F Indiana Trust & Investment Management CO 15,194 12.60 4,874 7.74
2026-05-04 13F King Wealth 4,343 0.32 1 0.00
2026-04-22 13F Harbor Asset Planning, Inc. 15,830 0.04 5,079 -4.26
2026-04-16 13F Park National Corp /oh/ 50,351 3.41 16,153 -1.04
2026-05-13 13F 17 Capital Partners, Llc 1,941 16.65 623 11.67
2026-04-21 13F Claro Advisors LLC 26,088 75.82 8,369 68.25
2026-05-14 13F EP Wealth Advisors, Inc. 265,766 2.78 85,260 -1.65
2026-04-24 13F Zwj Investment Counsel Inc 1,334 43.60 428 37.30
2026-05-11 13F Potentia Wealth 1,145 4.85 367 0.27
2026-04-17 13F Burns J W & Co Inc/ny 97,060 3.15 31,138 -1.30
2026-05-15 13F Gw Henssler & Associates Ltd 3,937 4.65 1,263 0.08
2026-04-20 13F Apella Capital, LLC 730,033 5.98 255,898 10.81
2026-04-21 13F Mesirow Financial Investment Management, Inc. 76,896 8.51 24,669 3.83
2026-05-13 13F Fortress Private Ledger, Llc 881 30.13 283 24.78
2026-05-14 13F Sterling Wealth Management, Inc. 120,726 2.20 38,730 -2.21
2026-04-29 13F Walker Financial Services, Inc. 1,051 0.10 337 -4.26
2026-05-27 13F Security Financial Services, INC. 5,528 4.26 1,774 -0.23
2026-05-07 13F Manuka Financial, LLC 114,655 4.50 36,783 -0.01
2026-04-21 13F Kingsman Wealth Management, Inc. 3,118 0.32 1,000 -4.03
2026-04-08 13F Pioneer Wealth Management Group 2,801 0.61 899 -3.75
2026-05-14 13F Traction Financial Partners, LLC 2,292 0.35 735 -3.92
2026-05-06 13F May Hill Capital, LLC 12,161 15.77 3,901 10.79
2026-04-14 13F R.H. Investment Group, LLC 11,459 15.04 3,824 14.50
2026-04-23 13F Lakewood Asset Management LLC 10,095 0.19 3,238 -4.14
2026-05-15 13F Bank Of America Corp /de/ 14,287,409 0.72 4,583,544 -3.62
2026-02-13 13F Colony Group, LLC 2,549,585 44.51 854,782 46.91
2026-04-14 13F HMV Wealth Advisors, LLC 41,015 5.35 13,158 0.81
2026-04-22 13F Aspire Capital Advisors LLC 4,599 1.77 1,476 -2.64
2026-05-15 13F Gross & Hartman Investments LLC 132,232 11.91 42,421 7.09
2026-05-07 13F Dakota Wealth Management 73,426 5.12 23,556 0.59
2026-04-27 13F Baer Investment Advisory LLC 10,692 3,430
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 6,628 10.12 2,126 5.35
2026-04-23 13F Klein Pavlis & Peasley Financial, Inc. 880 282
2026-04-24 13F Abacus Wealth Partners, LLC 3,154 7.68 1,012 2.95
2026-05-15 13F TCG Advisory Services, LLC 360,285 13.00 115,583 8.13
2026-04-28 13F Bfsg, Llc 126,285 4.24 40,514 -0.26
2026-04-30 13F Nuveen, LLC 183,796 16.79 58,964 11.75
2026-05-13 13F GSG Advisors LLC 273,203 2.50 87,646 -1.92
2026-04-22 13F BluePath Capital Management, LLC 877 0.34 281 -4.10
2026-05-15 13F Gateway Wealth Partners, LLC 69,983 142.68 22,451 132.22
2026-04-21 13F Towneley Capital Management, Inc / DE 463,348 1.18 148,647 -3.18
2026-05-08 13F Schrum Private Wealth Management LLC 1,417 49.47 455 43.22
2026-04-28 13F Arbor Investment Advisors, LLC 7,264 0.86 2,330 -3.48
2026-05-13 13F Ameritas Investment Partners, Inc. 1,123 73.57 360 66.67
2026-04-16 13F Lifelong Wealth Advisors, Inc. 788 31.11 253 25.37
2026-05-15 13F Df Dent & Co Inc 2,315 9.46 743 4.65
2026-05-11 13F McGowan Group Asset Management, Inc. 885 2.31 284 -2.41
2026-04-29 13F Sanchez Wealth Management Group 793 1.02 254 -3.42
2026-04-08 13F Evanson Asset Management, LLC 163,814 0.54 52,553 -3.79
2026-04-28 13F Canvas Wealth Advisors, LLC 11,942 6.46 3,831 1.89
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 817 0.12 262 -4.03
2026-04-13 13F Gibraltar Capital Management, Inc. 52,705 0.14 16,908 -4.18
2026-05-07 13F Oak Harbor Wealth Partners, Llc 1,876 11.14 602 6.37
2026-05-12 13F Bnp Paribas Arbitrage, Sa 15,771 281.59 5,059 265.27
2026-04-29 13F Marino, Stram & Associates Llc 18,563 6.15 5,955 1.57
2026-05-14 13F Blalock Williams, Llc 3,476 1,115
2026-04-10 13F Waldron Private Wealth LLC 39,370 0.09 12,631 -4.23
2026-05-20 13F TrueWealth Financial Partners 1,288 98.77 413 90.32
2026-04-16 13F Clark Asset Management, LLC 106,809 13.76 34,265 8.85
2026-04-29 13F Garde Capital, Inc. 258,323 0.96 82,873 -3.40
2026-04-16 13F Diversified Trust Co 162,183 11.16 52,030 6.37
2026-05-06 13F Fort Sheridan Advisors Llc 6,977 0.77 2,238 -3.58
2026-05-14 13F Sloy Dahl & Holst, LLC 909 1.22 291 -3.32
2026-05-12 13F Insigneo Advisory Services, Llc 22,264 6.21 7,143 1.62
2026-05-05 13F Prairie Wealth Advisors, Inc. 0 1,063 -0.84
2026-05-13 13F Federation des caisses Desjardins du Quebec 46,979 6.57 15,071 1.97
2026-04-21 13F WealthNavi Inc. 12,935,073 4.36 4,150 -0.14
2026-04-08 13F LifeGuide Financial Advisors, LLC 50,429 2.09 16,178 -2.61
2026-05-01 13F Glass Wealth Management Co LLC 877 281
2026-04-17 13F Sovereign Financial Group, Inc. 6,100 5.17 1,957 0.67
2026-05-19 13F Gts Financial, Llc 2,744 754
2026-05-14 13F We Are One Seven, LLC 65,334 2.96 20,960 -1.48
2026-02-13 13F Sei Investments Co 585,375 6.32 196,259 8.62
2026-05-12 13F Innovative Asset Advisors Group, LLC 1,503 482
2026-04-21 13F Laurel Oak Wealth Management, Llc 12,827 1.81 4,115 -2.58
2026-05-11 13F Bannerstone Capital Management, LLC 739 1.79 237 -2.47
2026-05-05 13F Valtinson Bruner Financial Planning LLC 7,831 6.36 2,512 1.78
2026-05-15 13F Clifford Group, LLC 869 19.37 279 13.93
2026-04-22 13F Avise Financial Cooperative, Inc. 3,587 1,151
2026-05-13 13F BlackRock, Inc. 1,083,012 10.85 347,441 6.07
2026-04-27 13F Syntegra Private Wealth Group, LLC 19,501 0.25 6,256 -4.08
2026-04-20 13F Morton Brown Family Wealth, LLC 4,910 0.45 1,575 -3.85
2026-04-23 13F Fairway Wealth LLC 11,932 0.47 3,828 -3.84
2026-05-12 13F Wescott Financial Advisory Group, LLC 16,557 0.83 5,312 -3.52
2026-05-13 13F Ridge Creek Global, Inc 57,470 0.10 18,437 -4.21
2026-05-15 13F Carret Asset Management, Llc 1,046 0.10 335 -4.29
2026-04-20 13F BTC Capital Management, Inc. 42,408 150.08 13,605 139.30
2026-04-27 13F Altus Wealth Group LLC 4,091 0.34 1,312 -3.95
2026-05-12 13F Hrc Wealth Management, Llc 3,679 92.62 1,180 84.38
2026-04-30 13F Money Concepts Capital Corp 13,225 0.29 4,243 -4.05
2026-05-13 13F Adviser Investments LLC 167,805 4.86 53,833 0.34
2026-04-23 13F Oppenheimer & Co Inc 45,603 5.80 14,630 1.24
2026-04-16 13F Sheets Smith Wealth Management 7,472 96.06 2,397 87.71
2026-05-12 13F Great Diamond Partners, LLC 86,244 0.75 27,668 -3.59
2026-05-04 13F Good Steward Wealth Advisors,LLC 41,865 2.69 13,431 -1.74
2026-05-14 13F Miller Capital Partners, Inc. 4,912 0.02 1,576 -4.31
2026-05-14 13F Riverview Capital Advisers, LLC 18,796 5.21 6,030 0.67
2026-04-24 13F ERn Financial, LLC 2,345 18.79 752 13.77
2026-04-15 13F Third View Private Wealth, LLC 3,295 0.52 1,057 -3.82
2026-05-20 13F SOA Wealth Advisors, LLC. 2,094 5.70 672 1.05
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 4,480 1.20 1 0.00
2026-04-17 13F Cora Capital Advisors Llc 3,493 0.49 1,121 -3.86
2026-05-04 13F Nwam Llc 31,665 1.84 10,159 -3.95
2026-04-22 13F Sendero Wealth Management, LLC 582,137 0.48 186,755 -3.85
2026-04-22 13F Gerber, Llc 14,464 0.01 4,640 -4.31
2026-01-16 13F Trust Co Of Vermont 29,870 14.05 10,015 16.52
2026-05-27 13F Capasso Planning Partners LLC 14,822 1.16 4,755 -3.22
2026-05-15 13F Capstone Financial Advisors, Inc. 969,374 1.20 310,985 -3.16
2026-04-29 13F Hughes Financial Services, LLC 509 49.71 163 44.25
2026-05-12 13F Creative Planning 6,120,710 0.89 1,963,585 -3.47
2026-04-30 13F Madison Wealth Partners, Inc 8,544 10.05 2,741 5.34
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 1,123 0.09 401 6.38
2026-04-23 13F TFC Financial Management 6,580 11.68 2,111 6.84
2026-04-30 13F LRI Investments, LLC 15,828 10.51 5,078 5.75
2026-05-14 13F Evoke Wealth, Llc 648,887 2.60 208,170 -1.83
2026-05-01 13F Vantage Point Financial LLC 2,110 19.89 677 14.75
2026-05-15 13F Note Advisors, LLC 1,772 14.84 568 8.60
2026-05-15 13F Tradition Wealth Management, LLC 7,760 2.43 2,490 -1.97
2026-05-05 13F Sherman Asset Management, Inc. 38,145 7.38 12,237 2.75
2026-05-11 13F Savvy Advisors, Inc. 86,551 81.08 27,766 73.27
2026-05-11 13F Financial Perspectives, Inc 2,467 3.35 791 -1.12
2026-05-15 13F Gould Capital, LLC 20 300.00 6 500.00
2026-05-06 13F Goodman Financial Corp 1,170 0.17 375 -4.09
2026-05-08 13F Firestone Capital Management 78,026 0.58 25,031 -3.76
2026-05-27 13F Allen Capital Group, LLC 4,197 1,347
2026-04-23 13F Fairman Group, LLC 10,095 4.19 3,239 -0.31
2026-05-01 13F UNIVEST FINANCIAL Corp 30,351 5.22 9,737 0.68
2026-05-14 13F Power Wealth Management Llc 2,852 3.26 915 -1.30
2026-05-15 13F Coco Enterprises, LLC 10,270 0.97 3,335 -2.20
2026-05-04 13F Concentrum Wealth Management 5,870 27.72 1,883 22.27
2026-05-11 13F CacheTech Inc. 902 289
2026-04-16 13F XML Financial, LLC 10,329 41.80 3,314 35.72
2026-04-29 13F Stenger Family Office, LLC 2,594 9.96 832 5.32
2026-04-02 13F Ares Financial Consulting, LLC 44,192 8.39 14,285 4.50
2026-04-10 13F Prosperity Planning, Inc. 3,215 5.93 1,031 1.38
2026-04-21 13F Welch Group, LLC 4,595 16.33 1,474 11.33
2026-05-01 13F Citizens Financial Group Inc/ri 46,316 3.68 14,859 -0.79
2026-04-21 13F Delap Wealth Advisory, Llc 37,380 4.94 11,992 0.42
2026-05-08 13F Cm Wealth Advisors Llc 3,674 8.96 1,179 4.25
2026-04-23 13F RIA Advisory Group LLC 123,804 5.76 39,718 1.20
2026-04-15 13F Seacrest Wealth Management, Llc 17,120 1.61 5,492 -4.14
2026-04-22 13F Independence Asset Advisors, LLC 49,278 9.58 15,809 4.86
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 630 202
2026-03-09 13F Lifetime Wealth Management P.C. 52 1,769
2026-05-11 13F OpenArc Corporate Advisory, LLC 8,928 28.41 2,864 22.87
2026-04-27 13F Directional Asset Management 639 2.08 205 -2.39
2026-05-12 13F Cahill Financial Advisors Inc 8,324 3.61 2,670 -0.85
2026-05-07 13F Next Capital Management LLC 31,160 3.27 9,997 -1.19
2026-04-30 13F ETF Store, Inc. 5,765 1.26 1,850 -3.09
2026-05-12 13F Bank of Jackson Hole Trust 292 21.67 94 16.25
2026-04-27 13F Integrity Wealth Partners, LLC 8,094 2,596
2026-05-14 13F Davis Wealth Advisors, LLC 3,189 49.58 1,023 43.14
2026-04-09 13F Brown Wealth Management, Llc 4,274 4.96 1,371 0.37
2026-05-06 13F Sterling Financial Planning, Inc. 872 1.28 280 -3.12
2026-04-28 13F GM Advisory Group, Inc. 344,929 4.33 110,656 -0.17
2026-04-15 13F PW Nova Financial Services LLC 2,689 863
2026-04-23 13F Summit Wealth Group Llc / Co 15,885 17.55 5,096 12.49
2026-05-12 13F TIAA Wealth Investment Management LLC 15,784 4,921
2026-04-03 13F Hickory Point Bank & Trust 15 5
2026-05-13 13F NFP Retirement, Inc. 2,615 0.97 839 -3.46
2026-05-12 13F Fielder Capital Group LLC 1,619 3.98 519 -0.57
2026-05-15 13F/A Arrowroot Family Office, LLC 29,184 0.66 9,363 -3.68
2026-05-12 13F GGM Financials LLC 1,907 0.21 612 -4.08
2026-05-15 13F Fmr Llc 1,486,043 9.08 476,737 4.38
2026-04-24 13F Private Advisor Group, LLC 1,175,472 3.13 377,103 -1.32
2026-04-28 13F BLB&B Advisors, LLC 11,129 2.17 3,570 -2.25
2026-05-05 13F Cedarwood Wealth LLC 1,176 0.09 377 -5.99
2026-04-14 13F Northwest Wealth Management, Llc 79,533 0.13 25,515 -4.19
2026-04-01 13F Helen Stephens Group, LLC 5,579 19.46 1,790 14.31
2026-04-30 13F Ibex Wealth Advisors 2,882 924
2026-04-08 13F Holos Integrated Wealth LLC 5,654 282,600.00 1,840
2026-05-14 13F Sand Hill Global Advisors, LLC 20,648 0.84 6,624 -3.53
2026-04-09 13F CRA Financial Services, LLC 65,324 34.48 20,956 28.67
2026-05-18 13F Vestwell Advisors, LLC 307 -33.69
2026-04-21 13F E&G Advisors, LP 1,427 74.66 458 67.40
2026-05-05 13F HC Advisors, LLC 11,426 0.09 3,666 -4.23
2026-05-18 13F Centaurus Financial, Inc. 6,682 3.20 2 0.00
2026-04-30 13F SkyOak Wealth, LLC 9,021 1.05 2,894 -3.28
2026-04-15 13F Archford Capital Strategies, LLC 3,547 22.65 1,138 17.34
2026-04-16 13F Friday Financial 16,571 0.15 5,316 -4.16
2026-04-29 13F Garner Asset Management Corp 30,915 3.31 9,915 -1.18
2026-05-14 13F Dorsey & Whitney Trust CO LLC 68,189 3.08 21,876 -1.36
2026-04-14 13F Plancorp, LLC 1,119,760 8.77 375,175 8.70
2026-05-15 13F Armis Advisers, LLC 9,472 54.64 3,454 76.04
2026-04-22 13F Hurlow Wealth Management Group, Inc. 17,697 0.08 5,678 -4.23
2026-04-20 13F Godsey & Gibb Associates 383 20.06 123 15.09
2026-04-29 13F Red Crane Wealth Management, Llc 1,957 0.05 628 -4.27
2026-05-13 13F Ubs Asset Management Americas Inc 339,600 875.86 108,947 833.80
2026-04-14 13F eCIO, Inc. 2,495 2.25 801 -2.08
2026-04-22 13F Janney Montgomery Scott LLC 230,812 4.47 74 0.00
2026-04-23 13F Triad Investment Management 762 259
2026-05-14 13F/A Leo H. Evart, Inc. 392 126
2026-04-27 13F S.A. Mason LLC 28,481 1.34 9,137 -3.04
2026-05-07 13F EPG Wealth Management LLC 3,365 2.91 1,080 -1.55
2026-04-17 13F RFG Advisory, LLC 45,972 17.22 14,748 12.17
2026-04-14 13F Approach Retirement Advisors, LLC 2,370 12.59 760 7.80
2026-04-22 13F Capital Investment Management, Inc. 5,815 1.66 1,866 -2.71
2026-02-11 13F CoreFirst Bank & Trust 1,733 57.55 581 61.39
2026-04-09 13F Wedmont Private Capital 475,275 11.60 158,599 9.51
2026-04-28 13F W.H. Cornerstone Investments Inc. 66,267 3.39 21,259 -1.07
2026-05-01 13F Fifth Third Bancorp 577,193 100.76 185,170 92.10
2026-05-11 13F Sidoxia Capital Management, LLC 636 204
2026-05-12 13F Strategy Asset Managers Llc 1,070 11.81 343 7.19
2026-05-14 13F Brown Brothers Harriman & Co 45,784 4.70 14,688 0.18
2026-04-27 13F Td Private Client Wealth Llc 20,045 1.33 6,431 -3.05
2026-05-15 13F CI Private Wealth, LLC 1,944,482 0.53 605,289 -6.17
2026-04-29 13F Childress Capital Advisors, Llc 2,028 12.11 651 7.26
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