Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF incluem Arq Wealth Advisors, Llc, IFC & Insurance Marketing, Inc., Capital Group Private Client Services, Inc., Spartan Wealth Advisory Services LLC, GatePass Capital, LLC, Vanguard Advisers Inc, Vanguard National Trust Co, Tiaa-cref Individual & Institutional Services, Llc, MSA Advisors, LLC, First National Trust Co, Everest Financial Group LLC, Zwj Investment Counsel Inc, InTrack Investment Management Inc, Partners in Financial Planning, BetterWealth, LLC, Moors & Cabot, Inc., Arkadios Wealth Advisors, Fountainhead AM, LLC, Investment Planning Advisors, Inc., e Indivisible Partners .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 813,606 | 22,659 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 13,545 | 9.87 | 377 | 12.54 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 1,047,751 | 1.11 | 29,180 | 3.49 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 6,300,154 | 3.07 | 175,459 | 5.49 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 882,278 | 5.47 | 24,571 | 7.95 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 203,798 | 0.44 | 5,676 | 2.79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1,256,720 | 4.18 | 34,985 | 6.57 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1,498,468 | 5.49 | 39,887 | 6.77 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 151,291 | 1.54 | 4,213 | 3.92 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 9,368 | 273 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 214,229 | 180.84 | 5,966 | 187.52 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1,823 | 0.05 | 51 | 2.04 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 318,893 | 13.13 | 9 | 14.29 | ||||
| 2026-04-06 | 13F | CX Institutional | 500 | 390.20 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 46,452 | 184.06 | 1,294 | 191.22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 119,620 | 3,331 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 14,627 | 407 | ||||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 12,609 | 0.41 | 351 | 2.93 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 2,643 | 2.20 | 74 | 4.29 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 103,441 | 0.63 | 2,881 | 2.97 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 141 | 4 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 9,992 | 278 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1,664 | 45 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 51,224 | 1,427 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 47,874 | 1.25 | 1,333 | 3.65 | ||||
| 2026-05-13 | 13F | Boulay Financial Advisors, LLC | 9,567,867 | 4.84 | 266,465 | 7.30 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 113,083 | 3.88 | 3,149 | 6.35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 167 | 2.45 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 184,641 | 3.84 | 5,142 | 6.28 | ||||
| 2026-05-14 | 13F | Betterment LLC | 82,460 | 141.03 | 2 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 2,178,555 | 8.20 | 60,673 | 10.74 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 35,388 | 7.11 | 986 | 9.69 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 62,257 | 28.02 | 1,734 | 30.99 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 39,040 | 39.38 | 1,087 | 42.65 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 249 | 7 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 900,180 | 2.92 | 25,070 | 5.34 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 652,918 | 2.78 | 18,184 | 5.20 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 11,686 | 318 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 156,749 | 23.49 | 4,365 | 26.41 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1,594,298 | 1.12 | 44,401 | 3.50 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 137,409 | 0.12 | 3,739 | 3.57 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 65,507 | 26.89 | 1,782 | 31.32 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1,702,554 | 29.29 | 47,416 | 32.34 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 169,260 | 0.11 | 4,714 | 2.46 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 383,541 | 10,682 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11,940 | 0.23 | 333 | 2.47 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 7,888 | 220 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 67,238 | 11.31 | 1,873 | 13.94 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 10,577 | 5.09 | 295 | 7.69 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 108,898 | 0.98 | 3,033 | 3.34 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 113,931 | 41.29 | 3,100 | 46.23 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 43,547 | 1.71 | 1,213 | 4.03 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 74,367 | 18.93 | 2,071 | 21.75 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 13,458 | 1.53 | 375 | 3.89 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 22,069 | 41.08 | 615 | 44.47 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 13 | 0 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 71,003 | 38.63 | 1,977 | 41.92 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 7,296 | 203 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1,458 | 41 | ||||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 228,662 | 7.85 | 6,368 | 10.38 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 423,721 | 2.88 | 11,801 | 5.29 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 67,369 | 123.71 | 1,876 | 129.06 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9,874 | 275 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1,929 | 54 | ||||||
| 2026-04-16 | 13F | Solitude Financial Services | 935,707 | 1.88 | 27,145 | 8.62 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 768,156 | 2.98 | 21,393 | 5.40 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 179,386 | 20.29 | 4,996 | 23.12 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 70,689 | 2.37 | 1,969 | 4.79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 163,487 | 71.83 | 4,553 | 75.93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 313,460 | 113.40 | 8,561 | 114.21 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 518 | 14 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 70,728 | 4.81 | 1,970 | 7.24 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 8,425,671 | 4.94 | 234,655 | 7.41 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 33,975 | 12.09 | 946 | 14.81 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 666 | 19 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 7,260 | 202 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3,891,438 | 2.87 | 108,377 | 5.29 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 420 | 0 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 12,652 | 20.61 | 353 | 23.86 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 52,784 | 9.71 | 1,470 | 12.30 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 30,918 | 691.55 | 861 | 712.26 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 2,248 | 0.31 | 63 | 1.64 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 105,539 | 1.13 | 2,939 | 3.52 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 563,449 | 1.96 | 15,692 | 4.36 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 637,515 | 603.01 | 17,755 | 619.66 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 1,532 | 7.43 | 43 | 10.53 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 264,710 | 7,372 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 8,898 | 248 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 36,080 | 0.41 | 1,005 | 2.76 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 62,929 | 7.23 | 1,753 | 9.77 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 615,116 | 7.15 | 17,131 | 9.67 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 116,986 | 82.04 | 3,258 | 86.38 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7,510 | 209 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 5,199 | 0.06 | 145 | 2.13 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 2,286 | 64 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3,144,222 | 0.43 | 87,567 | 2.79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 219,974 | 9.19 | 6,126 | 11.77 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 521,499 | 6.22 | 14,524 | 8.71 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 9,908 | 276 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 27,495,487 | 28.52 | 765,687 | 31.54 | ||||
| 2026-05-12 | 13F | Creative Planning | 2,169,172 | 2.24 | 60,411 | 4.64 | ||||
| 2026-05-08 | 13F | Allen Wealth Management, Llc | 962,107 | 4.70 | 26,795 | 7.16 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 375,200 | 4.10 | 10,449 | 6.56 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 411,084 | 1.14 | 11,449 | 3.52 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 9,370,273 | 2.07 | 260,962 | 4.48 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 29,575 | 0.19 | 824 | 2.49 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 150,000 | 4,178 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 121,637 | 172.91 | 3,388 | 179.46 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 11,165 | 10.09 | 311 | 12.73 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 28,094 | 0.64 | 782 | 3.03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2,024,776 | 4.53 | 56,390 | 6.99 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 45,548 | 6.94 | 1,269 | 9.50 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 93,876 | 58.72 | 2,614 | 62.46 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 189,211 | 0.08 | 5,270 | 2.43 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 449,824 | 5.65 | 12,528 | 8.13 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 8,819 | 0.36 | 245 | 2.51 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 12,642 | 0.41 | 352 | 2.92 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 149 | 4 | ||||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 48,208 | 18.66 | 1,343 | 21.45 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 19,657 | 46.07 | 547 | 49.45 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 39,043 | 1,087 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2,175,364 | 17.72 | 61 | 20.00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 8,737 | 243 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 741,202 | 0.50 | 20,642 | 2.87 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 888,910 | 2.22 | 24,756 | 4.63 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2,224 | 63.77 | 62 | 69.44 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 15,062 | 0.02 | 419 | 2.44 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 29,749 | 1.01 | 1 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 29,031 | 3.50 | 809 | 5.90 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 308,870 | 15.23 | 8,602 | 17.95 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 19,602 | 0.05 | 546 | 2.25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 22,961 | 4,232.26 | 639 | 4,464.29 | ||||
| 2026-04-10 | 13F | Novem Group | 223,227 | 32.12 | 6,217 | 35.22 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 28,407 | 3.72 | 791 | 6.17 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 19,102 | 45.35 | 532 | 49.02 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 21,231 | 2.04 | 591 | 4.42 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 37,967 | 1.34 | 1,057 | 3.73 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 21,374 | 1.04 | 595 | 3.48 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1,138,243 | 2.52 | 31,700 | 4.93 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 180,450 | 10.90 | 5,026 | 13.51 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 20,441 | 11.83 | 569 | 14.49 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 13,457 | 2.91 | 375 | 5.35 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 927,402 | 4.55 | 27,386 | 10.65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6,622,443 | 28.49 | 184,435 | 31.51 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 18,410 | 0.77 | 513 | 3.02 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 35,801 | 42.71 | 997 | 40.62 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 111,013 | 1.87 | 3,098 | 4.49 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 381,483 | 10,624 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1,608 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 870 | 24 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 207,036 | 2.38 | 5,766 | 4.78 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 594,200 | 7.25 | 16,548 | 9.77 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 140,123 | 32.77 | 3,902 | 35.91 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1,421 | 0.35 | 40 | 2.63 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 372 | 10 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 6,932 | 201 | ||||||
| 2026-05-15 | 13F | Aufman Associates Inc | 678,694 | 18.11 | 18,902 | 20.89 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 4,671,904 | 0.11 | 130,113 | 2.47 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 11,325 | 4.45 | 315 | 6.78 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1,316 | 161.11 | 37 | 176.92 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 19,327 | 538 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 9,989 | 0.02 | 278 | 2.58 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 28,906 | 805 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 481,843 | 7.88 | 13 | 8.33 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 15,191 | 25.89 | 423 | 28.96 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 9,287 | 0.23 | 259 | 2.38 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 24,449 | 122.22 | 681 | 127.42 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 7,903 | 220 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 157,807 | 37.49 | 4,398 | 40.83 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 7,285 | 203 | ||||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 1,078,214 | 35.77 | 30,028 | 38.97 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 544,387 | 22.05 | 15,161 | 24.93 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 316,570 | 5.37 | 8,816 | 7.85 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 81,804 | 1.22 | 2,278 | 3.64 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 12,071 | 336 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10,839 | 5.20 | 302 | 7.50 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1,725 | 442.45 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 15,199 | 4.14 | 423 | 6.55 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 84,475 | 5.19 | 2,299 | 8.81 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 217,446 | 3.54 | 6,056 | 5.97 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 585,044 | 20.57 | 16,293 | 23.41 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 548,912 | 42.19 | 15,287 | 45.54 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 100,547 | 0.10 | 2,800 | 2.45 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1,842 | 50 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 84,288 | 7.52 | 2,347 | 10.03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 3,393 | 9.59 | 94 | 11.90 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 20,039 | 1,209.74 | 558 | 1,260.98 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 14,212 | 0.16 | 396 | 2.33 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 83,755 | 5.82 | 2,123 | 6.26 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 48,046 | 6.60 | 1,338 | 9.14 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 454,730 | 13.26 | 12,664 | 15.93 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18,470 | 47.68 | 1 | |||||
| 2026-04-20 | 13F | White Pine Investment CO | 605,014 | 2.60 | 17 | 0.00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 351,073 | 2.43 | 9,777 | 4.84 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 382,602 | 0.05 | 10,655 | 2.41 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 7,377 | 223 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1,127,401 | 31,398 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 448,705 | 18.11 | 12,286 | 18.84 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1,318 | 0.38 | 37 | 2.86 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 159,284 | 36.30 | 4,436 | 39.54 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 67,871 | 0.41 | 1,890 | 2.77 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 24,940 | 41.01 | 695 | 44.28 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9,188 | 19.22 | 256 | 22.01 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 11,904 | 9.49 | 332 | 12.20 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 39,450 | 11.97 | 1,099 | 14.61 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3,684 | 103 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2,996 | 0.44 | 83 | 2.47 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 156,852 | 58.48 | 4,368 | 62.26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 32,187 | 896 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 516,215 | 13.28 | 14,377 | 15.94 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 71,017 | 138.37 | 1,978 | 144.07 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 28,436 | 199.96 | 1 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 780 | 22 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 46,642 | 1,299 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 89,157 | 0.82 | 2,483 | 6.80 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 97,047 | 2,703 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 10,690 | 0.44 | 298 | 2.77 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 44,479 | 157.03 | 1,239 | 163.40 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 25,364 | 1.57 | 706 | 3.98 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 643,199 | 1.39 | 17,913 | 3.78 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 20,908 | 20.97 | 582 | 23.83 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 166,819 | 27.39 | 4,646 | 30.37 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1,011 | 28 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 11,235 | 1.76 | 313 | 4.00 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 8,480 | 0.04 | 236 | 2.61 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 688,232 | 4.73 | 19,167 | 7.19 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 16,667 | 464 | ||||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 704 | 20 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1,500,003 | 1.40 | 41,775 | 3.78 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 74,801 | 0.01 | 2,083 | 2.36 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 10,747 | 526 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 5,311 | 148 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17,576 | 19.39 | 489 | 22.25 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 144,819 | 2.57 | 4,033 | 5.00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 8,960 | 0.01 | 250 | 2.47 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 19,445 | 16.11 | 542 | 18.90 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 75,944 | 117.69 | 2,115 | 122.87 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 13,946 | 7.19 | 388 | 9.60 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38,786 | 84.46 | 1,080 | 88.81 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 370,631 | 4.74 | 10,322 | 7.21 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 238,448 | 3.56 | 6,641 | 6.00 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 13,617 | 4.82 | 379 | 7.37 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1,696,212 | 8.56 | 51,209 | 15.89 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 43,391 | 160.17 | 1,208 | 166.67 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 3,107 | 155,250.00 | 87 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 5,436,335 | 4.10 | 151,402 | 6.55 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 11,546 | 322 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 11,782 | 328 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 15,675 | 437 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 39,695 | 8.08 | 1,106 | 10.61 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 43,406 | 0.01 | 1,245 | 3.75 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 9,286 | 259 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8,557 | 238 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 293,128 | 3.07 | 8,146 | 5.26 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1,465,255 | 7.11 | 40,807 | 9.63 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 127,177 | 1,073.33 | 3,542 | 1,104.42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5,825,215 | 13.08 | 162,232 | 15.74 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 19,175 | 5.85 | 534 | 8.54 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 15,666 | 1.38 | 436 | 3.81 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 170,866 | 7.84 | 4,649 | 11.57 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 30,352 | 170.30 | 845 | 177.05 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 753 | 21 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 20,250 | 564 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 53,740 | 0.40 | 1,497 | 2.75 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 14,645 | 84.70 | 408 | 89.30 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 3,497 | 95 | ||||||
| 2026-05-12 | 13F | Jeter Robert S II | 8,604 | 261 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,093 | 0.43 | 58 | 3.57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 497,884 | 47.68 | 13,866 | 51.16 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 301,018 | 6.90 | 8,383 | 9.42 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 60,409 | 0.43 | 1,686 | 3.06 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 415,305 | 17.86 | 11,566 | 20.64 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 18,121 | 3.83 | 505 | 6.33 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 68,413 | 2.08 | 1,905 | 4.50 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 159,235 | 3.56 | 4,435 | 6.00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 121,403 | 15.25 | 3,381 | 17.97 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 361 | 10 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5,988 | 167 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 649,070 | 22.56 | 18,077 | 25.44 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 13,571 | 0.19 | 378 | 2.45 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 65,555 | 0.10 | 1,826 | 2.47 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 151,966 | 6.71 | 4,232 | 9.24 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 382,404 | 26.18 | 10,650 | 29.14 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 49,343 | 7.85 | 1,374 | 10.45 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 191,609 | 59.49 | 5,336 | 63.23 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 7,392 | 0.01 | 206 | 1.99 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 131,337 | 0.94 | 3,658 | 3.31 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 16,848 | 1.18 | 469 | 3.53 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 15,772 | 16.21 | 439 | 18.97 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 365,247 | 7.45 | 10,172 | 9.98 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 72 | 2 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25,994 | 9.90 | 724 | 12.44 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2,073,839 | 57,756 | ||||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 32,132 | 0.56 | 895 | 2.88 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 603,952 | 2.55 | 16,820 | 4.96 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 672,060 | 59.59 | 18,717 | 63.34 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 198,002 | 15.44 | 5,514 | 18.17 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 11,847 | 0.41 | 330 | 2.49 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 191,643 | 21.29 | 5,337 | 24.15 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7,941 | 102.06 | 221 | 108.49 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 15,371 | 77.86 | 428 | 82.13 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 8,334 | 232 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 21,872 | 12.79 | 609 | 15.56 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 12,454,472 | 50.20 | 346,857 | 53.74 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 24,777 | 5.94 | 690 | 8.49 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 45,507 | 8.69 | 1,267 | 11.24 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 14,574 | 0.39 | 406 | 2.53 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 27,659 | 0.81 | 770 | 3.22 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 331,660 | 0.32 | 9,237 | 2.68 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 14,192 | 395 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 555 | 15 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 31,342 | 0.37 | 873 | 2.71 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 52,552 | 0.01 | 1,464 | 2.38 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 375,907 | 2.44 | 10,469 | 4.85 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 105,806 | 4.45 | 2,947 | 6.89 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 9,624 | 13.76 | 268 | 16.52 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 12,650 | 16.40 | 352 | 19.32 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 26,350 | 9.56 | 734 | 12.08 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 120,471 | 1.64 | 3,355 | 111,733.33 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 89,522 | 2,493 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 959 | 26 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26,102 | 10.94 | 727 | 13.44 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 41,338 | 65.29 | 1,151 | 69.26 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 268 | 7 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1,105,098 | 20.52 | 30,777 | 23.36 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 24,442 | 0.11 | 1 | |||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 28,919 | 161.85 | 805 | 168.33 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 7,369 | 0.40 | 205 | 3.02 | ||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 20,952 | 584 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10,924 | 304 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 392,060 | 3.12 | 10,919 | 5.55 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 586 | 0.17 | 16 | 6.67 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2,683,602 | 1.30 | 74,738 | 3.69 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 1,500 | 42 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 675,288 | 0.50 | 18,807 | 2.86 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 776,713 | 1.04 | 21,631 | 3.41 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 50,175 | 1.45 | 1,397 | 3.87 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9,606 | 8.08 | 261 | 12.02 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 166,819 | 27.39 | 4,646 | 30.37 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5,438 | 1.08 | 151 | 3.42 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 419,422,622 | 1.45 | 11,680,920 | 3.83 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 288 | 8 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 17,498 | 10.54 | 487 | 13.26 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4,208 | 0.62 | 117 | 3.54 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 13,904 | 387 | ||||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 48,309 | 2.72 | 1,345 | 5.16 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 119,602 | 0.01 | 3,331 | 2.34 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 429,428 | 5.02 | 11,960 | 7.50 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 35,210 | 291.48 | 981 | 301.64 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 109,100 | 3,038 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 2,912 | 0.28 | 81 | 2.53 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 954,774 | 22.47 | 26,590 | 25.35 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 10,173 | 15.41 | 283 | 18.41 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 359,192 | 2.59 | 10,003 | 5.01 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9,360 | 278 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 21,715 | 3.30 | 605 | 5.59 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 17,738 | 32.48 | 494 | 30.69 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 152,815 | 18.62 | 4,256 | 21.40 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 89 | 2 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 705,882 | 14.56 | 19,659 | 17.25 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 422 | 0.48 | 12 | 0.00 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 128,008 | 6.46 | 3,565 | 8.99 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 1,914,777 | 4.97 | 53,327 | 7.44 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 409,100 | 0.00 | 11,393 | 2.35 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 32,285 | 36.97 | 878 | -39.82 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 7,301 | 203 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 3,987 | 111 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 87,404 | 120.16 | 2,434 | 125.37 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 394,397 | 17.37 | 10,984 | 20.12 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 26,725 | 0.37 | 744 | 2.76 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 35,995 | 182.31 | 1,002 | 189.60 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 61,975 | 39.53 | 1,726 | 42.80 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 8,720 | 0 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 3,375 | 94 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 7,727 | 0.19 | 215 | 2.87 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 742,041 | 3.70 | 20,666 | 6.14 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 56,296 | 0.40 | 1,568 | 2.75 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 37,643 | 1,048 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 150,800 | 0.57 | 4,103 | 0.59 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 961,046 | 3.72 | 26,765 | 6.16 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 23,542 | 10.24 | 656 | 12.74 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21,753 | 2.90 | 606 | 5.22 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 40,300 | 49.84 | 1,122 | 53.49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 127,507 | 5.42 | 3,551 | 7.90 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3,369 | 102 | ||||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 236,154 | 2.92 | 6,577 | 5.33 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 14,858 | 0.36 | 414 | 2.74 | ||||
| 2026-05-07 | 13F | First National Trust Co | 20,860 | 581 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 7,826 | 0.36 | 218 | 2.36 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 17,403 | 0.03 | 485 | 2.33 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 273,605 | 11.53 | 7,620 | 14.14 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 57,862 | 1.31 | 1,611 | 3.67 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 228,266 | 0.16 | 6,357 | 2.52 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 13,916 | 84.34 | 388 | 88.78 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 602 | 0.33 | 17 | 0.00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 701 | 20 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 346,925 | 4.11 | 9,662 | 6.56 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1,278 | 36 | ||||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 22,411 | 14.21 | 624 | 17.07 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 24,691 | 4.61 | 688 | 7.01 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 7,924 | 0.41 | 221 | 2.80 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 377,494 | 4.77 | 11 | 11.11 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12,861 | 358 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 1,092 | 30 | ||||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 36,443 | 10.50 | 1 | |||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 734,136 | 4.05 | 20,446 | 6.50 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 327,868 | 4.49 | 9,131 | 6.96 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2,371,188 | 0.63 | 66,038 | 2.99 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 10,225 | 9.29 | 285 | 11.81 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 561,949 | 2.46 | 15,650 | 4.86 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 65,072 | 10.13 | 1,812 | 12.76 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 13,482 | 1.64 | 375 | 4.17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12,412 | 1.95 | 346 | 4.23 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 53,703 | 153.94 | 1,496 | 160.00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2,629,717 | 4.00 | 73,238 | 6.44 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 6,979 | 103.35 | 190 | 133.33 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 30,650 | 1.31 | 854 | 3.65 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1,006,825 | 23.98 | 28,040 | 26.90 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 14,600 | 0.23 | 407 | 2.53 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 22,545 | 0.23 | 628 | 2.45 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 8,640 | 0.41 | 241 | 2.56 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 14,288 | 398 | ||||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 494,636 | 7.82 | 13,776 | 10.35 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 149,389 | 27.14 | 4,065 | 31.52 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 2,494,669 | 1.33 | 69,477 | 3.72 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 60,896 | 17.28 | 1,696 | 20.04 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 14,161 | 0.32 | 394 | 2.60 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 3,218,779 | 3.51 | 89,643 | 5.94 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 171,751 | 2.18 | 4,783 | 4.59 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25,449 | 169.53 | 709 | 176.56 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 645 | 19 | ||||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 145,345 | 15.22 | 4,048 | 17.92 |
