Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF incluem Ubs Asset Management Americas Inc, Platform Wealth Management, LLC, CSP Financial Group, LLC, TRB Wealth Management, LLC, AA Financial Advisors, LLC, 3 Factor Indexing, Llc, Diversified Enterprises, LLC, Action Point Financial Planning, Llc, Integrity Wealth Partners, LLC, Everest Financial Group LLC, Tiaa-cref Individual & Institutional Services, Llc, Summit Portfolio Management, LTD., Vanguard National Trust Co, BIP Wealth, LLC, Innovative Asset Advisors Group, LLC, E-Wealth Partners, LLC, Wright Fund Managment, LLC, Freedom Day Solutions, LLC, TCFG Investment Advisors, LLC, e West Wealth Group, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 150,588 | 0.05 | 5,852 | -1.80 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1,678,311 | 21.84 | 65,219 | 19.59 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 15,724,523 | 13.00 | 661,845 | 20.14 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 6,276 | 244 | ||||||
| 2026-04-20 | 13F | 25 Llc | 80,458 | 0.99 | 3,127 | -0.89 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1,050,727 | 3.58 | 41 | 0.00 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 2,261,881 | 1.63 | 87,897 | -0.24 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2,493,127 | 3.72 | 96,883 | 1.80 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 841,940 | 5.75 | 35,437 | 12.43 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 17,249 | 0.26 | 712 | 1.71 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 843 | 33 | ||||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 26,893 | 1,126 | ||||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 3,515,498 | 2.66 | 137 | 0.74 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 185,485 | 25.09 | 7,343 | 28.40 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 189,814 | 2.60 | 7,376 | 0.71 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3,018,682 | 10.74 | 117,306 | 8.70 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 8,636 | 11.59 | 336 | 9.48 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 7,700 | 299 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 573,130 | 13.41 | 22,272 | 11.32 | ||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 24,007 | 0.25 | 933 | -1.69 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 59,978 | 35.80 | 2,331 | 33.30 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 14,993 | 0.03 | 567 | -4.55 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1,100,207 | 42,754 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 273,537 | 10,630 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 950,162 | 3.54 | 37,170 | 2.31 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 73,256 | 0.25 | 2,847 | -1.62 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 657,444 | 19.26 | 25,548 | 17.07 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 21,799 | 1.92 | 847 | 0.12 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,858,739 | 1.14 | 111,091 | -0.72 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 720,938 | 11.36 | 28,016 | 9.30 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 138,751 | 2.62 | 5,392 | 0.73 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 3,142,236 | 22.80 | 122,107 | 20.54 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 310 | 0.32 | 12 | 0.00 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 15,198 | 0.66 | 591 | -1.17 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 24,820 | 0.07 | 965 | -1.73 | ||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 731,523 | 0.24 | 28,427 | -1.61 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 26,289 | 0.25 | 1,022 | -1.64 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 28,110 | 1,092 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 1,441,815 | 2.31 | 60,859 | 9.08 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 67,334 | 703.41 | 2,617 | 690.33 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2,210,467 | 8.86 | 85,899 | 6.86 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 42,411 | 0.25 | 1,648 | -1.55 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 1,507,026 | 9.78 | 58,563 | 7.76 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 43,511 | 1,691 | ||||||
| 2026-05-13 | 13F | IF Advisors, LLC | 34,487 | 1,340 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 271,250 | 11.78 | 10,541 | 9.72 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 33,275 | 14.31 | 1,293 | 12.24 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 12,401 | 482 | ||||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 5,478 | 0.24 | 213 | -1.85 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 91,167 | 1.86 | 3,543 | -0.03 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 886,200 | 20.23 | 34 | 17.24 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 1,208,315 | 7.57 | 46,955 | 5.59 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 42,328,643 | 3.07 | 1,644,891 | 1.17 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 2,469,701 | 7.97 | 95,973 | 5.98 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 16,942 | 220.20 | 658 | 214.83 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 6,272 | 0.11 | 244 | -2.02 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 4,117,890 | 9.38 | 160,016 | 7.36 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 35,106 | 5.14 | 1,364 | 3.26 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1,831,592 | 0.65 | 71,176 | -1.20 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 3,783,233 | 1.04 | 147,016 | -0.82 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 19,662 | 1.03 | 764 | -0.78 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 23,977 | 0.05 | 932 | -1.79 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 557,655 | 24.67 | 21,670 | 22.37 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 342,233 | 3.04 | 14,364 | 9.24 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 2,189,130 | 3.19 | 85,070 | 1.29 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 28,521 | 0.20 | 1,108 | -1.60 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 3,443 | 0.26 | 134 | -1.48 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 58,828 | 0.25 | 2,286 | -1.59 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 42,656 | 29.65 | 1,689 | 33.02 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 476 | 0.42 | 18 | 0.00 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 1,302,301 | 1.00 | 50,607 | -0.86 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 219,843 | 4.18 | 8,543 | 2.29 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 226,646 | 1.07 | 8,807 | -0.79 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 149,391 | 102.30 | 5,820 | 99.11 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 1,125,104 | 7.14 | 43,722 | 5.17 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 70,425 | 1.49 | 2,737 | -0.40 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 8,696,860 | 1.47 | 337,960 | -0.40 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 130,220 | 1.47 | 5,060 | -0.39 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 464,582 | 16.02 | 18 | 20.00 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 8,966 | 0.02 | 348 | -1.69 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 30,684 | 6.82 | 1,192 | 3.83 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 11,407 | 11,307.00 | 443 | 14,666.67 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 29,388 | 19.83 | 1,142 | 17.73 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 3,327 | 129 | ||||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 705,040 | 4.25 | 27,398 | 2.32 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 17,230 | 0.19 | 670 | -1.62 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 552,476 | 1.83 | 21,469 | -0.04 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 36,024 | 100.00 | 1,400 | 96.21 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 6,110 | 237 | ||||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 17,074 | 10.70 | 676 | 12.13 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 5,249 | 204 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10,513 | 409 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 63,795 | 2,479 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 54,112 | 21.42 | 2 | 100.00 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 348,696 | 0.80 | 13,550 | -1.05 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 4,033,269 | 2.37 | 156,733 | 0.48 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1,175,347 | 0.11 | 45,674 | -1.74 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 2,255,255 | 15.43 | 87,639 | 13.30 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 60,687 | 17.02 | 2,358 | 14.86 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 26,619 | 1,034 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 10,940 | 437 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 177,130 | 0.25 | 7,013 | 2.91 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 7,135 | 3.63 | 277 | 1.84 | ||||
| 2026-05-05 | 13F | PFG Advisors | 263,239 | 6.53 | 10,229 | 4.57 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 9,735 | 0.01 | 378 | -1.82 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 803,937 | 3.14 | 31,241 | 1.24 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 3,325 | 129 | ||||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 14,223 | 553 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 32,657 | 2.41 | 1,269 | 0.55 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 370,724 | 550.95 | 14,406 | 539.13 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 8,226 | 0.48 | 320 | 0.00 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 109,090 | 76.15 | 4,239 | 72.95 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 26,842 | 0.25 | 1,043 | -1.51 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 633,475 | 8.28 | 24,617 | 6.29 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 65,272 | 20.74 | 2,536 | 18.50 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 528,063 | 3.94 | 20,521 | 2.02 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 1,002,720 | 1.78 | 38,966 | -0.09 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 9,231,772 | 1.32 | 358,747 | -0.55 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 311,841 | 8.92 | 12,118 | 6.91 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 36,454 | 0.54 | 1,417 | -1.32 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 166,234 | 3.62 | 6,460 | 1.70 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 338,183 | 278.25 | 13,142 | 268.30 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 5,917 | 0.25 | 230 | -1.72 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 1,377,960 | 5.43 | 53,548 | 3.49 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 15,921 | 0.25 | 619 | -1.59 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 45,993 | 0.25 | 1,787 | -1.60 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 5,546,947 | 1.21 | 215,554 | -0.65 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 473,396 | 7.84 | 18,396 | 5.85 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7,293 | 0.03 | 283 | -1.74 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 98,933 | 421.06 | 3,845 | 411.85 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 121,474 | 1.77 | 4,720 | -0.11 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 237,349 | 18.23 | 9,223 | 16.06 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 13,259,708 | 9.66 | 515,272 | 7.63 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 69,781 | 2,712 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1,623,989 | 2.49 | 63,108 | 0.60 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 31,207 | 0.18 | 1,213 | -4.11 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 687,039 | 10.31 | 26,698 | 8.27 | ||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 23,744 | 10.25 | 923 | 8.22 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 982,700 | 2.82 | 38,188 | 0.92 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 72,871 | 37.30 | 2,832 | 34.75 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 37,475 | 6.42 | 1,456 | 4.45 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 14,526 | 35.10 | 564 | 32.71 | ||||
| 2026-05-12 | 13F | Creative Planning | 2,760,059 | 14.19 | 107,256 | 12.09 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 7,855 | 2.65 | 305 | 0.99 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 10,518 | 409 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 250,336 | 1.54 | 9,728 | -2.71 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 56,718 | 131.51 | 2,204 | 127.45 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1,903,169 | 9.38 | 71,959 | 4.46 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 220,432 | 377.44 | 8,566 | 368.86 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 1,276,183 | 3.33 | 49,592 | 1.42 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4,457,997 | 2.46 | 173,238 | 0.57 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 312,731 | 4.32 | 12 | 9.09 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 1,425 | 39.02 | 55 | 37.50 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 22,523 | 6.28 | 875 | 4.42 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 63,483 | 10.62 | 2,467 | 8.59 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 24,093 | 1.16 | 943 | 0.11 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 2,333,696 | 45.82 | 90,687 | 43.13 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 125,359 | 4.97 | 4,871 | 3.02 | ||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 1,087,692 | 4.12 | 42,268 | 2.20 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 171,900 | 2.34 | 6,680 | 0.45 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 20,626 | 0.26 | 802 | -1.60 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 171,994 | 23.53 | 6,684 | 21.24 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 9,705 | 0.26 | 377 | -1.57 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 52,556 | 0.25 | 2,042 | -1.59 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 2,184,097 | 0.50 | 84,874 | -1.35 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 37,210 | 1,446 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 4,182,010 | 2.90 | 162,513 | 1.00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 70,292,321 | 9.22 | 2,731,560 | 7.21 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 7,471 | 0.13 | 290 | -1.69 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 100,980 | 9.19 | 3,924 | 7.18 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 40,917 | 1.46 | 1,590 | -0.38 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 104,647 | 2.44 | 4,067 | 0.54 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 417,849 | 1.61 | 16,238 | -2.86 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 436,833 | 21.36 | 18,334 | 25.29 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 8,738 | 0.25 | 340 | -1.74 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 61,887 | 2,405 | ||||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 899,072 | 2.76 | 35,594 | 5.48 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 15,302 | 606 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1,567 | 2,238.81 | 61 | 2,900.00 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 25,524 | 2.91 | 992 | 1.02 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 585,167 | 6.38 | 22,740 | 4.42 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 15,121 | 99.80 | 588 | 96.32 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 502,451 | 0.59 | 19,525 | -1.26 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 61,978 | 2,408 | ||||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 19,977 | 3.02 | 776 | 1.17 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 32,758 | 0.00 | 1,414 | 4.51 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 3,058,573 | 5.26 | 118,856 | 3.32 | ||||
| 2026-05-08 | 13F | Matisse Capital | 9,503 | 0.25 | 369 | -1.60 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 95,597 | 2.63 | 3,715 | 0.73 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 11,286 | 0.25 | 439 | -1.57 | ||||
| 2026-02-12 | 13F | Pollock Investment Advisors, LLC | 359,703 | 123.46 | 14,241 | 129.38 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 209,644 | 2.34 | 8,147 | 0.44 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 61,935 | 2,407 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 2,289,602 | 0.03 | 88,974 | -1.81 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 58,307 | 2.35 | 2,266 | 0.44 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 549,427 | 2.94 | 21,351 | -1.52 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 30,295 | 55.10 | 1,177 | 52.26 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 98,470 | 685.94 | 3,827 | 671.37 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 86,724 | 3,370 | ||||||
| 2026-05-12 | 13F | Tufton Capital Management | 10,085 | 0 | ||||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 60,639 | 5.25 | 2,617 | 11.13 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 78,225 | 0.01 | 3,040 | -1.84 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1,576,925 | 3.14 | 61,279 | 1.23 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 567,137 | 144.08 | 22,039 | 139.60 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 757,454 | 11.59 | 29,435 | 24.88 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 27,894 | 0.06 | 1,084 | -1.81 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 13,600 | 32.63 | 529 | 30.37 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 874,504 | 33,983 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 239,301 | 4.51 | 9,299 | 2.58 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 1,400,761 | 2.69 | 54,434 | 0.80 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 267,387 | 359.42 | 10,391 | 350.95 | ||||
| 2026-05-12 | 13F | ESG Planning | 5,622 | 0.25 | 218 | -1.80 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 311 | 12 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 897,015 | 3.96 | 37,791 | 7.82 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 3,684,951 | 1.50 | 143,197 | -3.04 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 29,110 | 1,131 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 27,667 | 13.74 | 1,095 | 16.74 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 178,816 | 0.00 | 6,949 | -1.85 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 634,594 | 9.52 | 24,660 | 7.50 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 71,097 | 3.36 | 2,763 | 1.43 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4,952,425 | 2.24 | 192,451 | 0.36 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 16,834 | 0.56 | 654 | -1.21 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 701,850 | 2.13 | 27,274 | 0.25 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 536,347 | 20,842 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 24,306 | 0.21 | 945 | -1.67 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 13,275 | 516 | ||||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 1,040,681 | 0.58 | 40,888 | -0.31 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 118,729 | 13.82 | 4,614 | 11.72 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 340,920 | 3.45 | 13,248 | 1.54 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 85,495 | 4.19 | 3,322 | 2.28 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 3,814,103 | 8.08 | 148,216 | 6.09 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 921,453 | 8.93 | 35,808 | 6.92 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 157,238 | 0.21 | 6,110 | -1.64 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 1,178,323 | 0.02 | 45,790 | -1.82 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 92,851 | 63.99 | 3,608 | 61.00 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 1,419,268 | 5.23 | 55,153 | 3.29 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 63,719 | 0.96 | 2,476 | -0.88 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 64,629 | 2,511 | ||||||
| 2026-04-29 | 13F | Burney Co/ | 5,885 | 229 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 131,015 | 5,091 | ||||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 2,026,321 | 2.96 | 78,743 | 1.06 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 32,094 | 4.55 | 1,247 | 2.63 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 248,732 | 39.87 | 9,666 | 37.29 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 10,422 | 0.14 | 405 | -1.94 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 6,205 | 21.31 | 241 | 19.31 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 117,025 | 169.26 | 4,912 | 177.14 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 148,065 | 0.28 | 5,754 | -3.26 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 456,155 | 7.38 | 17,726 | 5.40 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 284,811 | 98.79 | 11,068 | 95.12 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 69,224 | 14.10 | 2,690 | 12.04 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 854,642 | 33,211 | ||||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 43,758 | 53.43 | 1,700 | 50.58 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 603,957 | 33.05 | 19,654 | 8.89 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 296,120 | 4.11 | 11,507 | 2.18 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 163,713 | 82.01 | 6,223 | 74.78 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 73,560 | 30.93 | 2,859 | 28.51 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1,018 | 40 | ||||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 546,216 | 0.60 | 21,226 | -1.26 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 825,374 | 7.69 | 32,074 | 5.71 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 6,659 | 7.58 | 259 | 5.31 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 833,008 | 30.05 | 32,371 | 27.65 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 10,111 | 393 | ||||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 3,791,506 | 1.22 | 147,338 | -0.65 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 219,892 | 0.11 | 8,545 | -1.74 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 881,511 | 3.42 | 34,256 | 1.51 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 393,120 | 0.36 | 15,277 | -1.49 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 150,916 | 20.50 | 5,865 | 18.27 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 21,097 | 0.06 | 820 | -1.80 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 22,053 | 857 | ||||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 4,664,603 | 9.58 | 181,266 | 7.56 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 847,345 | 3.90 | 32,928 | 1.98 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 73,021 | 331.62 | 2,838 | 324.07 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 210,429 | 208.72 | 8,177 | 203.08 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 1,958,955 | 2.79 | 76,125 | 0.89 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 26,501 | 1.63 | 1,030 | -0.29 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4,461,856 | 11.67 | 173,415 | 9.63 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 30,468 | 0.25 | 1,168 | -3.71 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 17,416 | 268.83 | 681 | 266.13 | ||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 11,430 | 0.25 | 444 | -1.55 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 654 | 0.15 | 0 | |||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 2,739,860 | 0.30 | 106,471 | -1.55 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 14,628 | 0.01 | 568 | -1.90 | ||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 3,676,377 | 1.35 | 142,864 | -0.52 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 141,654 | 0.15 | 5,505 | -1.70 | ||||
| 2026-05-08 | 13F | Chico Wealth RIA | 1,795,130 | 6.58 | 69,759 | 4.61 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 14,265 | 8.88 | 554 | 6.95 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 12,950 | 23.20 | 503 | 20.91 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 28,872 | 1.26 | 1,122 | -0.62 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 9,409 | 366 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 226 | 9 | ||||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 917,351 | 1.03 | 35,648 | -0.83 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1,268 | 49 | ||||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 1,895,239 | 5.33 | 74 | 2.82 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1,005,870 | 28.82 | 39,088 | 26.45 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 12,704 | 25.19 | 494 | 22.94 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 63,186 | 24.41 | 2,455 | 22.14 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 12,793 | 497 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 55,798 | 7.23 | 2,168 | 5.24 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 17,233 | 831 | 468.49 | |||||
| 2026-04-24 | 13F | BetterWealth, LLC | 2,830,509 | 1.05 | 109,994 | -0.81 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 27,663 | 325.45 | 1,075 | 317.90 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 304,067 | 3.00 | 11,816 | 1.10 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1,581,883 | 51.77 | 61,883 | 49.97 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 782,288 | 10.39 | 30,400 | 8.35 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 66,920 | 330.52 | 2,601 | 322.76 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 4,902,914 | 1.22 | 198,519 | 1.22 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 105,815 | 1.26 | 4,112 | -0.63 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 1,288,252 | 3.25 | 50,061 | 1.35 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 197,717 | 16.74 | 7,683 | 14.59 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 3,324,162 | 13.08 | 129,177 | 11.00 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 23,487 | 14.02 | 912 | 22.61 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 17,643 | 1.94 | 686 | 0.00 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 264 | 10 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 25,390 | 28.30 | 987 | 25.93 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 532,213 | 0.45 | 20,682 | -1.41 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 10,191 | 396 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 494,578 | 1.49 | 19,219 | -0.38 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3,851,225 | 7.70 | 150 | 5.67 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 515,428 | 1.70 | 20,030 | -0.17 | ||||
| 2026-05-01 | 13F | Vestment Financial LLC | 1,108,406 | 6.83 | 46,697 | 10.64 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 17,191 | 0.10 | 668 | -1.62 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 698,277 | 54.44 | 27,135 | 51.60 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 2,595,688 | 1.62 | 100,868 | -0.26 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 93,973 | 0.04 | 3,652 | -1.80 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 17,448 | 54.35 | 678 | 51.68 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 21,647 | 0.24 | 841 | -1.52 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 2,439,644 | 0.79 | 94,805 | -1.07 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 2,462,633 | 13.38 | 95,698 | 11.28 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 1,680,901 | 6.34 | 71,287 | 13.92 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 957,846 | 43.01 | 37,222 | 40.37 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 777,411 | 2.48 | 30,210 | 0.59 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 220,439 | 0.19 | 8,566 | -1.65 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 17,820 | 705 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 171,958 | 6,682 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 242 | 10 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 439,940 | 3.13 | 17,096 | 1.23 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 5,663 | 0.25 | 220 | -1.35 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 141,164 | 4.56 | 5,486 | -0.04 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 228,900 | 18.09 | 8,895 | 15.93 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 2,620,847 | 1.47 | 101,846 | -0.40 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 10,674 | 0.25 | 415 | -1.66 | ||||
| 2026-04-28 | 13F | Schubert & Co | 565,771 | 7.57 | 21,986 | 5.59 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 15,979 | 0.14 | 621 | -1.74 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 424,719 | 4.67 | 16,505 | 2.74 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 98,397 | 3.60 | 3,824 | 1.68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7,876 | 306 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 18,835 | 0.14 | 732 | -1.75 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 6,803 | 2.47 | 264 | 0.76 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2,225 | 7,316.67 | 88 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 104,962 | 4,079 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 554 | 22 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 12,390 | 6.99 | 481 | 5.02 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 1,382,077 | 2.26 | 53,708 | 0.38 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 37,795 | 0.27 | 1,469 | -1.61 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1,631,943 | 3,357.80 | 63,417 | 3,294.91 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 13,496 | 524 | ||||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 3,879 | 151 | ||||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 799,943 | 0.10 | 31,086 | -1.75 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 3,581 | 0.25 | 139 | -1.42 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 13,390 | 520 | ||||||
| 2026-04-06 | 13F | CX Institutional | 6,652 | 0.24 | 0 | |||||
| 2026-05-04 | 13F | Archer Investment Corp | 4,955 | 1,508.77 | 193 | 1,500.00 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 37,626 | 0.22 | 1,462 | -1.62 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 16,084 | 5.79 | 625 | 3.99 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 887 | 34 | ||||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 96,701 | 0.11 | 4 | 0.00 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 28,898 | 7.05 | 1,123 | 5.06 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 35,424 | 1,377 | ||||||
| 2026-04-15 | 13F | Fmb Wealth Management | 1,136,845 | 0.37 | 44,178 | -1.48 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2,362,453 | 4.55 | 91,805 | 2.63 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 12,408 | 482 | ||||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 771,832 | 2.35 | 29,993 | 0.46 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 49,450 | 3.43 | 1,922 | 1.53 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 90,597 | 11.21 | 3,521 | 9.15 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 7,544 | 293 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2,175,911 | 44.32 | 84,556 | 41.66 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 724,910 | 2.99 | 28,170 | 1.09 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 67,228 | 0.11 | 2,613 | -1.73 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 647,521 | 9.95 | 27,254 | 16.90 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 65,637 | 4.96 | 2,658 | 4.48 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 212,330 | 0.10 | 8,251 | -1.74 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 1,239,464 | 1.86 | 48,166 | -0.02 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 143,671 | 0.00 | 5,583 | -1.83 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4,611,433 | 1.21 | 179,200 | -0.66 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 49,662 | 0.19 | 1,930 | -1.68 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 945,752 | 1.47 | 36,752 | -0.40 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 11,864 | 0.17 | 470 | 2.85 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 14,057 | 0.04 | 546 | -1.80 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 1,027,815 | 5.99 | 39,941 | 4.04 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 155,955 | 117.37 | 6,083 | 114.15 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 164,827 | 10.30 | 6,405 | 8.27 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 697,083 | 1.46 | 27,089 | -0.41 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 10,386 | 343 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1,000,413 | 7.54 | 38,876 | 5.56 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 33,123 | 1.31 | 1,287 | -0.54 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 10,825 | 421 | ||||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1,507,348 | 6.24 | 58,576 | 4.28 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 63,817 | 2,527 | ||||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 756,251 | 12.73 | 29,388 | 10.09 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 184,640 | 4.72 | 7,175 | 2.79 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 86,836 | 4.76 | 3,374 | 2.83 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 12,077,663 | 4.13 | 469,338 | 2.21 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 11,586 | 2.47 | 450 | 0.67 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 3,744,102 | 1.79 | 145,496 | -0.09 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 10,670 | 5.93 | 415 | 4.02 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 14,700 | 571 | |||||
| 2026-04-29 | 13F | McLaughlin Asset Management, Inc. | 10,454 | 406 | ||||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 32,634 | 0.10 | 1,268 | -1.71 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 430,019 | 6.75 | 16,711 | 4.78 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 738,764 | 3.52 | 28,708 | 1.61 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 236,217 | 0.74 | 9,179 | -1.11 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 26,552 | 1,032 | ||||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 12,043 | 0.25 | 468 | -1.68 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 1,076,380 | 5.41 | 41,828 | 3.47 | ||||
| 2026-05-15 | 13F | Fmr Llc | 432,068 | 16.07 | 16,790 | 13.93 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 29,081 | 19.87 | 1,130 | 17.71 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 25,871 | 0.23 | 1,024 | 2.91 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 1,839,261 | 1.31 | 71,474 | -0.55 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 34,545 | 1.79 | 1,342 | -3.24 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 52,231 | 0.07 | 2,030 | -1.79 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 6,987 | 1.82 | 272 | 0.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 110,061 | 2.91 | 4,277 | 0.99 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 8,563 | 0.04 | 333 | -1.78 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 168,710 | 26.36 | 6,556 | 24.05 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 397,837 | 15,460 | ||||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 88,078 | 1.10 | 3,423 | -0.75 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 54,516 | 0.01 | 2,118 | -1.85 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5,870,993 | 10.05 | 228,147 | 8.02 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 25,513 | 20.46 | 991 | 18.26 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 1,025 | 40 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 151,997 | 26.29 | 5,907 | 23.97 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 11,077 | 430 | ||||||
| 2026-05-21 | 13F | BankChampaign, National Association | 11,201 | 391.49 | 435 | -8.03 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 7,179 | 0.27 | 279 | -1.77 | ||||
| 2026-05-11 | 13F | R.P. Boggs & Co. | 5,446 | 2.18 | 213 | 0.95 | ||||
| 2026-05-12 | 13F | Wheels Up Wealth, Inc. | 756,857 | 0.78 | 29,411 | -1.08 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 60,073 | 6.34 | 2,334 | 4.38 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 320,692 | 20.08 | 12,462 | 17.87 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 39,074 | 16.35 | 1,518 | 14.22 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 14,557 | 0.20 | 566 | -1.74 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 11,870 | 461 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 314,444 | 1.60 | 12,219 | -0.28 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 248,727 | 5.36 | 9,666 | 3.41 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 96,800 | 3,762 | ||||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 9,161 | 0.26 | 356 | -1.66 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 1,853,241 | 1.08 | 72,017 | -0.78 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 12,798 | 443 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 131,355 | 8.89 | 5,104 | 6.89 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 332,981 | 4.23 | 13,183 | 6.98 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 52,231 | 0.07 | 2,030 | -1.79 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 246 | 10 | ||||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1,326,887 | 5.21 | 51,563 | 3.26 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 6,314 | 0.40 | 245 | -1.21 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 7,709,244 | 29.28 | 299,581 | 26.90 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 4,851,503 | 2.06 | 188,529 | 0.18 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 57,684 | 83.19 | 2,242 | 79.86 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 3,082,266 | 1.69 | 119,777 | -0.19 | ||||
| 2026-05-15 | 13F | Family Management Corp | 216 | 8 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 20,900 | 0.14 | 812 | -1.69 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 543,945 | 18.19 | 23,433 | 23.25 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 1,026,409 | 5.71 | 39,886 | 3.76 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 15,316 | 0.25 | 595 | -1.49 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 6,123 | 238 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 108,852 | 0.10 | 4,230 | -1.77 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 718,096 | 4.20 | 27,905 | 2.28 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 164,243 | 6.76 | 6,382 | 4.79 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 3,324,162 | 13.08 | 129,177 | 11.00 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 603,652 | 1.01 | 23,458 | -0.85 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 24,669 | 959 | ||||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 29,759 | 2.67 | 1,156 | 0.78 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 65,336 | 2,539 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 89,313 | 7.20 | 3,471 | 5.22 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 5,584 | 0.25 | 217 | -1.82 | ||||
| 2026-04-28 | 13F | Disciplined Equity Management, Inc. | 39,340 | 0.41 | 1,529 | -1.48 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3,108,602 | 1.37 | 120,800 | -0.50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2,851,717 | 3.72 | 110,818 | 1.80 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12,656 | 0.63 | 492 | -1.21 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 27,667 | 13.74 | 1,075 | 14.61 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 14,813 | 576 | ||||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 32,906 | 0.25 | 1,287 | -0.92 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 6,236 | 242 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 5,853 | 227 | ||||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 1,810,343 | 1.29 | 70,350 | -0.58 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 13,687 | 2.13 | 532 | 0.19 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 4,042,822 | 0.24 | 157,104 | -1.61 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 27,211 | 45.77 | 1,057 | 43.03 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 1,565,502 | 1.01 | 60,835 | -0.86 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 8,622 | 0.26 | 335 | -1.47 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 308,496 | 6.38 | 11,988 | 4.42 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 1,109,445 | 4.80 | 43,113 | 2.87 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 953,265 | 1.31 | 37,044 | -0.56 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 10,114 | 2.26 | 393 | 0.51 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 14,345 | 0.01 | 557 | -1.76 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 834,410 | 0.78 | 32,425 | -1.08 | ||||
| 2026-05-14 | 13F | Betterment LLC | 3,427,113 | 4.76 | 133 | 3.10 | ||||
| 2026-05-04 | 13F | Nwam Llc | 353,526 | 0.26 | 13,738 | -2.46 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 46,662 | 7.54 | 1,813 | 5.59 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 28,348 | 0.14 | 1,102 | -1.70 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 6,694,957 | 2.99 | 260,166 | 1.09 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 9,490 | 0.21 | 369 | -1.60 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 51,177 | 2.72 | 1,989 | 0.81 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 630,729 | 2.93 | 24,510 | 1.03 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 352,852 | 6.65 | 13,786 | 5.25 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 47,521 | 3.78 | 1,847 | 1.88 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 864,018 | 1.12 | 33,576 | -0.74 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 21,368 | 830 | ||||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 245,839 | 2.72 | 9,553 | 0.83 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 1,492,918 | 8.55 | 58,015 | 6.55 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 969,768 | 2.61 | 37,533 | 0.31 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1,998 | 79 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 19,463 | 0.25 | 756 | -1.56 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 5,724 | 222 | ||||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 7,522 | 0.25 | 292 | -1.68 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 2,516 | 98 | ||||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 9,734 | 0.26 | 378 | -1.56 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 24,253 | 39.31 | 1 | |||||
| 2026-04-21 | 13F | Maseco Llp | 2,112,163 | 23.22 | 82,089 | 20.98 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 371,740 | 1.42 | 14,446 | -0.45 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 150,541 | 7.91 | 5,850 | 5.94 | ||||
| 2026-04-20 | 13F | City State Bank | 89,302 | 10.21 | 3,470 | 8.17 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 282,569 | 1.75 | 10,981 | -0.13 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 12,388,275 | 54.37 | 481,408 | 51.53 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 749,174 | 2.06 | 29,113 | 0.18 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 29,110 | 78.87 | 1,131 | 75.62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 111,712 | 0.26 | 4,341 | -1.59 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 156,651 | 1.44 | 6,087 | -0.43 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 3,536,742 | 5.98 | 137,438 | 4.03 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 1,820,547 | 6.96 | 70,746 | 4.98 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 13,463 | 523 | ||||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 453,945 | 1.52 | 17,640 | -0.35 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 70,976 | 0.64 | 2,758 | -1.22 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 76,627 | 10.53 | 2,978 | 8.49 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 55,116 | 66.53 | 2,142 | 63.44 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 22,485 | 0.39 | 874 | -1.47 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 8,089 | 357 | ||||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 3,054,577 | 0.85 | 118,701 | -1.01 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 806,981 | 0.31 | 31,364 | -1.52 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 62,838 | 19.86 | 2,647 | 27.57 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4,046,394 | 8.59 | 157,243 | 6.59 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 403,552 | 1.08 | 15,682 | -0.78 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 5,454 | 212 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 8,228 | 0.26 | 320 | -1.54 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 14,122 | 0.23 | 549 | -1.62 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 246,152 | 48.11 | 9,565 | 45.39 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 17,095 | 10.66 | 664 | 8.67 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 6,149 | 0.03 | 239 | -2.06 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 14,457 | 7.34 | 562 | 5.25 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5,204 | 328.31 | 202 | 320.83 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7,115 | 0.25 | 276 | -1.43 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 205,241 | 7,976 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 320,184 | 0.00 | 12,442 | -1.84 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 13,364,540 | 0.84 | 519,346 | -1.02 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 55,798 | 0.15 | 2,168 | -1.68 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 101,354 | 76.73 | 3,939 | 73.48 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 166,377 | 11.05 | 6,465 | 9.00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 161,210 | 2.22 | 6,265 | 0.34 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 29,110 | 1.03 | 1,131 | -0.79 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 6,838,156 | 2.22 | 265,731 | 0.34 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 1,938,721 | 3.41 | 75,339 | 1.51 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 2,190,338 | 0.90 | 85,117 | -0.96 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 3,872 | 150 | ||||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 1,032,484 | 40,876 | ||||||
| 2026-05-07 | 13F | Conquis Financial Llc | 281,534 | 6.76 | 11,824 | 13.27 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 740,205 | 28,764 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 411,286 | 8.68 | 15,983 | 6.67 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26,888 | 127.88 | 1,045 | 123.55 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 150,110 | 2.66 | 5,833 | 0.78 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 29,803 | 0.01 | 1,158 | -1.78 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 27,670 | 20.07 | 1,075 | 17.87 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 1,703,919 | 0.69 | 66,214 | -1.17 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 32,277 | 6.76 | 1,254 | 4.85 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 1,103,495 | 6.88 | 42,882 | 4.91 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 1,651,450 | 0.24 | 64,175 | -1.61 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 92,402 | 3,591 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1,123,648 | 113.10 | 43,665 | 109.17 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 5,325 | 207 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 42,704,909 | 0.43 | 1,690,687 | 3.08 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 23,443 | 0.06 | 911 | -1.83 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 275,385 | 7.95 | 10,701 | 5.96 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 128 | 3.23 | 5 | 0.00 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 3,762,717 | 4.23 | 146,219 | 2.31 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 17,039 | 0.25 | 662 | -1.49 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 681,131 | 6.02 | 26,469 | 4.07 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 3,425 | 121.68 | 133 | 118.03 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,869,418 | 0.45 | 72,646 | -1.41 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 798,022 | 6.44 | 31,011 | 4.48 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 13,820 | 40.03 | 537 | 37.69 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 919,611 | 2.53 | 35,736 | 0.64 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 24,273 | 4.69 | 943 | 2.84 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1,000 | 39 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 5,037,164 | 5.18 | 195,744 | 3.24 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 17,846,261 | 11.97 | 693,498 | 9.90 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 7,539 | 31.71 | 293 | 29.20 |
