Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Schwab Strategic Trust - Schwab Fundamental International Equity ETF incluem Canandaigua National Corp, Penserra Capital Management LLC, Arq Wealth Advisors, Llc, Nearwater Capital Markets, Ltd, Capitolis Liquid Global Markets Llc, Nicolet Bankshares Inc, Cornerstone Wealth, LLC/TN, Dahring | Cusmano Llc, Family Legacy, Inc., Ciovacco Capital Management LLC, Arista Wealth Management, LLC, Heirloom Wealth Management, Fifth Third Wealth Advisors LLC, January Capital Advisors LLC, Pekin Hardy Strauss, Inc., Dickmeyer Boyce Financial Management, Inc., Skopos Labs, Inc., Baer Investment Advisory LLC, Skyline Advisors, Inc., e Cornerstone 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 4,633 | 4.00 | 227 | 12.44 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 945,862 | 4.79 | 46,281 | 13.42 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 75,068 | 24.80 | 3,673 | 35.09 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 11,538 | 565 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 521,126 | 4.43 | 22,772 | 6.22 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 12,501 | 1.99 | 612 | 10.29 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 21,250 | 3.09 | 1,040 | 11.60 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 324,274 | 6.38 | 15,867 | 15.14 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 27,853 | 0.38 | 1,363 | 8.61 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 38,993 | 105.17 | 1,763 | 115.93 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 54,941 | 0.06 | 2,688 | 8.30 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 13,737 | 20.98 | 672 | 30.99 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 6,279 | 1.63 | 307 | 10.04 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 5,117 | 11.05 | 250 | 20.19 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 19,648 | 2.82 | 961 | 11.36 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 1,177,789 | 4.12 | 57,629 | 12.68 | ||||
| 2026-05-14 | 13F | Betterment LLC | 46,021 | 9.25 | 2 | 100.00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 7,154 | 12.03 | 350 | 21.53 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8,617 | 8.42 | 422 | 16.62 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 5,700 | 279 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 389,889 | 41.11 | 19,077 | 52.73 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 25,880 | 7.41 | 1,266 | 16.25 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 55 | 587.50 | 3 | |||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 42,619 | 2,085 | ||||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1,207 | 2.12 | 59 | 11.32 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 788,242 | 0.86 | 38,569 | 9.16 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 71,385 | 3,493 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 7,686 | 3.29 | 347 | 8.78 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 52,462 | 83.70 | 2,567 | 98.76 | ||||
| 2026-05-13 | 13F | Boulay Financial Advisors, LLC | 2,725,199 | 10.72 | 133,344 | 19.83 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11,502 | 17.21 | 520 | 23.52 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 5,347 | 262 | ||||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 45,959 | 2,249 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 11,687 | 943 | 166.10 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2,097,119 | 876.24 | 102,612 | 956.55 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 64,650 | 51.01 | 3,163 | 63.46 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 653,504 | 2.53 | 31,976 | 10.96 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 7,753 | 379 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 140,190 | 3.90 | 6,860 | 12.44 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 16,734 | 819 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 14,792 | 40.89 | 724 | 52.53 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 11,189 | 547 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 398,760 | 15.54 | 19,511 | 25.05 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 347 | 554.72 | 17 | 700.00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 9,234 | 417 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 92,010 | 45.78 | 4,502 | 57.80 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 197 | 10 | ||||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 4,513 | 221 | ||||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 242,839 | 11,882 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 141 | 7 | ||||||
| 2026-01-30 | 13F | BancorpSouth Bank | 11,687 | 528 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 159,110 | 35.29 | 7,785 | 46.42 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,309 | 32.77 | 309 | 43.93 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 6,929 | 2.39 | 339 | 11.15 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 78,141 | 5.45 | 3,823 | 14.12 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 59,729 | 0.42 | 3,183 | 7.14 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 4,338 | 212 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 724,407 | 13.26 | 35,445 | 22.57 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 46,710 | 93.02 | 2,286 | 108.87 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 111 | 753.85 | 5 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 1,073,617 | 52,532 | ||||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 7,213 | 8.04 | 353 | 16.94 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 4,575 | 0.13 | 224 | 8.25 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 9,528 | 466 | ||||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 76,454 | 21.74 | 3,741 | 31.74 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 5,281 | 258 | ||||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 16,727 | 0.60 | 818 | 8.92 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 190,489 | 3.83 | 9,321 | 12.38 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 57,125 | 93.97 | 2,795 | 109.99 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 82,565 | 10.94 | 4,040 | 26.34 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 98,674 | 4,828 | ||||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 246,557 | 2.47 | 12,064 | 10.91 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 362,054 | 18 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 767,887 | 21.38 | 36,498 | 27.61 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 7,510 | 0.87 | 367 | 9.23 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 13,477 | 6.12 | 659 | 14.81 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 4,607 | 21.49 | 225 | 31.58 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 1,105,584 | 0.15 | 54,096 | 8.39 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 463,396 | 8.76 | 22,674 | 17.70 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 247,840 | 3.41 | 12,127 | 11.92 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 214,845 | 144.30 | 10,575 | 159.74 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 60,554 | 23.13 | 2,963 | 33.24 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 13,439 | 128.83 | 658 | 147.92 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 6,701 | 4.18 | 328 | 12.76 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 2,415 | 1.00 | 118 | 9.26 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 4,238 | 207 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 202,410 | 0.64 | 9,904 | 8.92 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,643,572 | 3.72 | 80,420 | 12.26 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 52,235 | 1.64 | 2,556 | 9.99 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 7,973 | 5.49 | 390 | 14.37 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 875,644 | 2.85 | 42,845 | 11.31 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 13,904 | 5.99 | 680 | 14.67 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 86,964 | 24.60 | 4,255 | 141,733.33 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 9,661 | 33.68 | 473 | 44.79 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 14,987 | 5.25 | 733 | 14.00 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 30,491 | 0.36 | 1,492 | 8.59 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 4,487 | 220 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 492,801 | 1.21 | 24,113 | 9.54 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1,631 | 14.46 | 80 | 23.44 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5,594 | 24.06 | 274 | 34.48 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 21,383 | 78.64 | 1,046 | 93.35 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 17,448 | 39.49 | 854 | 50.97 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 8,930 | 1.89 | 437 | 10.10 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 197,258 | 20.87 | 9,652 | 30.81 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5,160 | 252 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 12,107 | 10.30 | 592 | 19.35 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8,329,856 | 2.84 | 407,580 | 11.30 | ||||
| 2026-05-12 | 13F | Creative Planning | 583,727 | 18.09 | 28,562 | 27.81 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 42,288 | 3.14 | 2,069 | 11.66 | ||||
| 2026-05-08 | 13F | Bokf, Na | 21,015 | 45.22 | 1,028 | 57.19 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1,381,502 | 10.66 | 67,597 | 19.77 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 732 | 36 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 17,689 | 17.61 | 866 | 27.21 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 213,315 | 10,438 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 156,896 | 229.64 | 7,677 | 256.86 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 55,233 | 49.08 | 2,703 | 61.31 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 35,995 | 295.59 | 1,761 | 328.47 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 38,289 | 3.51 | 1,873 | 12.02 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 11,190 | 7.06 | 548 | 15.89 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 65,623 | 38.58 | 3,211 | 57.12 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1,154 | 56 | ||||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 10,994 | 12.29 | 538 | 21.49 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 2,473 | 121 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1,351,127 | 13.06 | 66,111 | 22.36 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 10,885 | 1.77 | 1 | |||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 26,349 | 81.40 | 1,289 | 96.49 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 112,680 | 4.90 | 5,513 | 13.53 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 4,386 | 247.54 | 215 | 275.44 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 1 | 0 | ||||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 45,884 | 2,245 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 7,771 | 380 | ||||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 174,963 | 6.61 | 8,561 | 15.38 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 284,226 | 1.78 | 13,907 | 10.16 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 20,096 | 39.30 | 983 | 50.77 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 22,658 | 0.00 | 1,109 | 8.20 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1,040,452 | 0.98 | 50,909 | 9.29 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 7,553 | 1.00 | 370 | 9.17 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 31,983 | 25.18 | 1,565 | 35.41 | ||||
| 2026-04-10 | 13F | Novem Group | 72,226 | 12.08 | 3,534 | 21.32 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 60,685 | 28.99 | 2,969 | 39.65 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 11,436 | 3.80 | 560 | 12.25 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 85,514 | 4,184 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 603 | 72.29 | 30 | 93.33 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 33,049 | 17.80 | 1,617 | 27.52 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 69,407 | 13.59 | 3,396 | 22.95 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 4,043,914 | 18.96 | 197,844 | 28.74 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 9,578 | 2.24 | 469 | 10.64 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 77,164 | 0.52 | 3,776 | 8.79 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 106,620 | 35.76 | 5,217 | 46.93 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 482,179 | 2.02 | 23,593 | 10.40 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 81,500 | 8.84 | 3,988 | 17.78 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 505,861 | 10.90 | 24,752 | 20.03 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 725,123 | 1.63 | 35,480 | 9.99 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 11,611 | 67.98 | 568 | 69.05 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2,583,725 | 17.35 | 126,422 | 27.01 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 1,181 | 8.25 | 58 | 16.33 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 110,298 | 56.15 | 5,458 | 70.91 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 5,053 | 247 | ||||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 52,307 | 8.29 | 2,559 | 17.22 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 83,985 | 6.35 | 4,109 | 15.10 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 26,776 | 42.45 | 1,310 | 54.30 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 203,770 | 43.44 | 9,971 | 55.25 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 128,462 | 13.08 | 6,286 | 22.40 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 8,938 | 437 | ||||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 902,933 | 0.67 | 44,181 | 8.95 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 9,088 | 17.80 | 445 | 27.59 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 992,254 | 1.15 | 48,551 | 9.47 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 524 | 26 | ||||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 7,394 | 362 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1,401 | 17.44 | 69 | 28.30 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 5,041 | 247 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 16,769 | 133.71 | 821 | 153.09 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 20,357 | 996 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5,022 | 259 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 4,445 | 217 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 106 | 5 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 204,777 | 3.10 | 10 | 25.00 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 11,008 | 12.74 | 539 | 22.00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 11,318 | 120.28 | 1 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 20,078 | 39.78 | 982 | 51.31 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 13,390 | 655 | ||||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 1,057,708 | 0.61 | 47,819 | 5.88 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 64,476 | 11.64 | 2,915 | 22.02 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 18,556 | 9.89 | 908 | 18.87 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 1,140,191 | 6.75 | 55,790 | 15.53 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 6,593 | 323 | ||||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 414,982 | 6.01 | 20,305 | 14.73 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 13,127 | 0.06 | 642 | 8.26 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 513 | 25 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 214,823 | 12.45 | 10,511 | 21.71 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 80,715 | 5.74 | 3,949 | 14.43 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5,483 | 2.49 | 268 | 11.20 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 9,860 | 482 | ||||||
| 2026-04-24 | 13F | BetterWealth, LLC | 5,281 | 258 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 19,608 | 614.32 | 959 | 673.39 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 343,105 | 50.16 | 16,787 | 62.42 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 14,031 | 40.18 | 687 | 51.77 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 2,900 | 131 | ||||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 11,990 | 54.57 | 587 | 67.43 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 167 | 221.15 | 8 | 300.00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 71,399 | 2,024.34 | 3,494 | 2,213.25 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 12,397 | 72.42 | 607 | 86.46 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,075 | 102 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5,014 | 7.18 | 245 | 16.11 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 4,146 | 203 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 27,306 | 55.95 | 1,336 | 68.90 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 62,284 | 2.07 | 3,048 | 10.48 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 100 | 5 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 96,367 | 1,032.26 | 4,715 | 1,127.86 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 4,225 | 207 | ||||||
| 2026-04-28 | 13F | Hardy Reed LLC | 1,066,749 | 0.31 | 52,196 | 8.57 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 6,336 | 310 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 345,577 | 16.49 | 16,909 | 26.08 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 23,226 | 8.23 | 1,136 | 15.45 | ||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 11,855 | 580 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 7,895 | 4.25 | 411 | 20.18 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 42,874 | 6.48 | 2,098 | 15.22 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 12,901 | 3.86 | 631 | 12.48 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 211,840 | 45.76 | 10,048 | 52.94 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 97,323 | 6.84 | 4,762 | 15.64 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 1,511,055 | 12.41 | 73,936 | 21.65 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 5,103 | 278 | ||||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 413,737 | 26.36 | 20,244 | 36.76 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 8,971 | 3.44 | 439 | 11.73 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 1,245 | 61 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 12,465 | 2.29 | 610 | 10.73 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 9,761 | 478 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 101,302 | 0.02 | 4,957 | 8.26 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 290,873 | 2.30 | 14,231 | 10.71 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 767 | 38 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1,583,101 | 11.96 | 77,461 | 21.17 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 813,465 | 3.99 | 39,803 | 113,620.00 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 4,127 | 202 | ||||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 2,908,890 | 9.99 | 148,237 | 16.32 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 137,663 | 21.44 | 6,736 | 31.44 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 17,813 | 11.13 | 872 | 20.30 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 262,905 | 27.91 | 12,864 | 38.43 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 7,395 | 34.77 | 362 | 45.56 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 39,628 | 1,939 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,115,777 | 20.95 | 54,595 | 30.90 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 10,629 | 54.85 | 520 | 67.74 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 25,620 | 81.50 | 1,254 | 96.39 | ||||
| 2026-05-05 | 13F | PFG Advisors | 9,805 | 42.97 | 480 | 54.52 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16,541 | 18.73 | 809 | 28.62 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1,327 | 65 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 337 | 16 | ||||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 49,381 | 2,416 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 132,781 | 15.49 | 6,497 | 24.97 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 267,783 | 4.03 | 13,103 | 12.59 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 43,123 | 1.38 | 2,110 | 9.67 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1,775 | 87 | ||||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 52,495 | 10.19 | 2,569 | 19.28 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 15 | 1 | ||||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 59,134 | 10.40 | 2,893 | 19.50 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 4,291 | 210 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 2,591 | 22.85 | 135 | 31.37 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 214,000 | 10,471 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 7,351 | 4.82 | 377 | 12.20 | ||||
| 2026-04-15 | 13F | Asio Capital, LLC | 45,741 | 580.06 | 2,238 | 636.18 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 28,947 | 21.65 | 1,416 | 31.72 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 83,951 | 3.84 | 4,175 | 14.20 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 554,239 | 1.08 | 27,119 | 9.40 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 21,046 | 18.93 | 1,030 | 28.63 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 4,177 | 204 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 29,710 | 5.18 | 1,454 | 13.78 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2,674,647 | 7.78 | 130,870 | 16.64 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 9,274 | 13.03 | 454 | 22.43 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 770 | 116.29 | 38 | 131.25 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 47,553 | 3.03 | 2,327 | 11.51 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 19,500 | 12.15 | 954 | 21.37 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 6,888 | 337 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 30,128 | 13.66 | 1,474 | 23.04 | ||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 7,391 | 12.77 | 362 | 21.96 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 241,299 | 2.99 | 11,807 | 11.46 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 21,403 | 312.95 | 1,047 | 347.44 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 808 | 53.03 | 40 | 69.57 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 269,908 | 20.75 | 13,207 | 30.69 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 51,759 | 823.11 | 2,533 | 900.79 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 2,474 | 121 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 9,245,351 | 0.92 | 452,375 | 9.23 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 17,448 | 854 | ||||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 200,000 | 9,786 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 172,631 | 31.10 | 8,447 | 41.90 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 62,404 | 3,178 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 7,989 | 9.47 | 415 | 26.14 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 229,178 | 22.83 | 11,214 | 32.93 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 390,393 | 253.52 | 19,807 | 296.77 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 20,880 | 1.20 | 1,022 | 9.55 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 734,098 | 4.61 | 35,919 | 13.22 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 39,583 | 1.04 | 1,937 | 9.32 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 269,769 | 1.98 | 13,200 | 10.37 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 13,231 | 20.30 | 647 | 30.18 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 9,397 | 93.19 | 460 | 109.59 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 26,010 | 1,273 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 280,867 | 7.07 | 13,743 | 15.88 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 38,255 | 6.88 | 1,872 | 15.64 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3,116,513 | 20.03 | 152,482 | 29.92 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 307,522 | 44.75 | 15,047 | 56.67 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 24,133 | 27.63 | 1,181 | 38.17 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,216 | 745 | ||||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 9,409 | 460 | ||||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 799,398 | 0.71 | 39,115 | 9.00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 149 | 7 | ||||||
| 2026-04-13 | 13F | Lee Financial Co | 203,513 | 1.61 | 9,958 | 9.97 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 7,320 | 34.81 | 358 | 46.12 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 13,715 | 6.71 | 698 | 11.32 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 149,648 | 72.83 | 7,322 | 35.79 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 5,456 | 14.50 | 267 | 23.72 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 15,883 | 4.82 | 777 | 13.43 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 41,849 | 11.21 | 2,048 | 20.34 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 17,359 | 36.05 | 849 | 47.40 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 44,733 | 150.73 | 2,189 | 185.64 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 219,779 | 64.42 | 10,754 | 77.94 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15,745 | 98.75 | 770 | 115.08 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 139,236 | 5.52 | 6,813 | 14.20 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 84,885 | 8.06 | 4,153 | 16.95 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 14,337 | 56.72 | 702 | 69.73 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 398,220 | 2.39 | 19,485 | 10.81 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 20,420 | 7.29 | 999 | 16.16 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 11,772 | 51.82 | 576 | 64.57 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 232 | 11 | ||||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 102,010 | 2.12 | 4,991 | 10.54 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 82,992 | 88.21 | 4,061 | 103.71 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 15,571 | 792 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 13,243 | 95.53 | 648 | 111.44 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 35,271 | 11.72 | 1,726 | 172,500.00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 8,813 | 8.71 | 431 | 17.76 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 841 | 1,174.24 | 41 | 1,950.00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3,909 | 76.96 | 191 | 92.93 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 18,879 | 0.96 | 924 | 9.23 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 8,548 | 10.13 | 418 | 19.43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 19,427 | 1.44 | 951 | 9.83 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 401,882 | 37.69 | 20 | 46.15 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 776,400 | 18.15 | 37,989 | 27.87 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 67,980 | 803.03 | 3,326 | 878.24 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 31,530 | 7.87 | 1,543 | 16.73 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 7,026 | 25.91 | 344 | 36.11 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 138,056 | 216.20 | 6,755 | 242.37 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 18,549 | 908 | ||||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 115,386 | 22.86 | 5,646 | 24.42 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 44,408 | 9.86 | 2,173 | 18.88 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 276,562 | 3.88 | 13,532 | 12.43 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 24,541 | 1,201 | ||||||
| 2026-05-08 | 13F | Maia Wealth LLC | 539,122 | 37.00 | 26,379 | 31.06 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 50,451 | 91.95 | 2,469 | 107.74 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 59,271 | 20.00 | 3,026 | 35.53 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 58,921 | 0.74 | 2,883 | 9.04 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 180,045 | 2.71 | 8,810 | 11.17 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 223,694 | 0.67 | 10,113 | 5.95 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 5,609 | 10.78 | 274 | 20.18 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 64,826 | 42.41 | 3,172 | 54.08 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 752 | 37 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 48,550 | 340.36 | 2,376 | 376.91 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 37,244 | 1,822 | ||||||
| 2026-04-28 | 13F | DDD Partners, LLC | 32,438 | 0.82 | 1,587 | 9.15 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 7,244 | 17.24 | 354 | 26.88 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 134,558 | 14.70 | 7 | 20.00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 17,375 | 92.93 | 850 | 108.85 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 122,240 | 0.94 | 5,981 | 9.26 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 342,266 | 6.25 | 16,747 | 15.00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 32 | 2 | ||||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 299,490 | 28.48 | 14,654 | 39.06 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 2,089 | 0.14 | 102 | 8.51 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 35 | 2 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 233,218 | 11.98 | 11,411 | 21.20 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 18 | 1 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 156,097 | 23.57 | 7,638 | 33.72 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 97 | 5 | ||||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 28,932 | 8.17 | 1,416 | 17.04 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 599,335 | 12.52 | 29,325 | 21.78 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 4,402 | 9.31 | 215 | 18.13 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 733 | 89.90 | 36 | 105.88 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 47,979 | 4.76 | 2,348 | 13.38 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1,000 | 26.90 | 49 | 37.14 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 4,193 | 205 | ||||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 53,253 | 18.85 | 2,606 | 28.64 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1,177 | 989.81 | 53 | 1,666.67 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 561,451 | 2.19 | 27,472 | 10.60 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 14,727 | 37.23 | 721 | 48.45 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 19,196 | 6.46 | 939 | 15.21 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 178,654 | 0.94 | 8,742 | 9.25 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 39,728 | 1,944 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 75,579 | 23.04 | 3,698 | 33.21 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4,569 | 224 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 5,388 | 264 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 159,961 | 1.64 | 7,233 | 1.66 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 15,051 | 35.90 | 680 | 43.16 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 12,171 | 14.62 | 596 | 23.96 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6,120,157 | 1.44 | 299,459 | 9.79 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 21,191 | 19.95 | 1,037 | 29.82 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 37,831 | 7.13 | 1,851 | 15.98 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 3,524 | 172 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 24,021 | 76.50 | 1,175 | 91.06 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 172,771 | 24.12 | 8,454 | 34.35 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 6,483 | 27.84 | 317 | 38.43 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 96,264 | 4.00 | 4,710 | 12.57 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 31,307 | 69.38 | 1,532 | 83.35 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 4,877 | 239 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 16,041 | 785 | ||||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 436,651 | 0.71 | 21,365 | 9.00 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 133,723 | 22.38 | 6,543 | 32.45 | ||||
| 2026-04-16 | 13F | Security National Bank | 1,036 | 51 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 8,226 | 13.62 | 402 | 22.94 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 1,485 | 73 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 10,206 | 65.79 | 461 | 74.62 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 41,197 | 6.42 | 2,016 | 15.14 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 109,725 | 13.97 | 5,690 | 25.33 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 385,828 | 0.48 | 18,879 | 8.74 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 27,463 | 1.15 | 1,344 | 9.45 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 4,756 | 34.31 | 233 | 45.00 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 43,545 | 11.18 | 2,131 | 20.34 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 23,613 | 0.49 | 1,155 | 8.76 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1,830 | 90 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 14,656 | 26.12 | 717 | 36.57 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2,960 | 51.02 | 145 | 63.64 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 1,709 | 84 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 38 | 2 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 613 | 30 | ||||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 7,975 | 12.32 | 390 | 21.88 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 915 | 46 | ||||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 620 | 31.91 | 30 | 42.86 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 257,900 | 0.46 | 12,619 | 8.73 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 553,828 | 4.36 | 27,099 | 12.95 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2,649 | 130 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 192 | 9 | ||||||
| 2026-05-11 | 13F | Ciovacco Capital Management LLC | 45,897 | 2,246 | ||||||
| 2026-04-28 | 13F | RHS Financial, LLC | 188,974 | 16.07 | 9,246 | 25.63 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 53,706 | 2,628 | ||||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 13,398 | 51.25 | 656 | 63.75 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7,358 | 360 | ||||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 411,801 | 9.67 | 20,149 | 18.70 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 17,643 | 863 | ||||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 7,055 | 23.38 | 345 | 33.72 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 11,875 | 581 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 180,998 | 7.44 | 8,856 | 16.30 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 11,880 | 9.33 | 581 | 18.33 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9,404 | 2.31 | 460 | 10.84 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 7,791 | 67.51 | 381 | 78.04 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 10,526 | 2.07 | 515 | 10.52 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 260 | 13 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 11,742 | 16.03 | 575 | 25.60 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 216,248 | 108.39 | 10,581 | 125.56 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12,455 | 15.37 | 609 | 24.80 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 37,964 | 103.22 | 1,988 | 118.46 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 21,944 | 148.01 | 1,074 | 168.25 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 4,065 | 199 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 60,732 | 13,578.38 | 3,005 | 14,925.00 |
