Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF incluem Matthew Goff Investment Advisor, LLC, MCF Advisors LLC, Integrity Wealth Partners, LLC, LeClair Wealth Partners LLC, New Millennium Group LLC, Golden State Wealth Management, LLC, Pathstone Holdings, LLC, Spartan Wealth Advisory Services LLC, Dynasty Wealth Management, Llc, Twin Focus Capital Partners, Llc, TCFG Investment Advisors, LLC, Cpwa, Llc, Soundwatch Capital LLC, Atlas Private Wealth Advisors, TritonPoint Partners, LLC, Heritage Oak Wealth Advisors Llc, Williams Jones Wealth Management, LLC., AssuredPartners Investment Advisors, LLC, Richmond Investment Services, LLC, e Strong Retirement Solutions 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Harbour Investments, Inc. | 319,062 | 32.64 | 18,084 | 31.34 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 4,900 | 278 | ||||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 13,353 | 1.07 | 757 | 0.00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 12,758 | 154.14 | 723 | 151.92 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 321,993 | 12.96 | 18,251 | 11.85 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 16,241 | 49.67 | 921 | 48.15 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 816,880 | 21.58 | 46,301 | 20.38 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 5,332 | 20.82 | 302 | 19.84 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 4,300 | 244 | ||||||
| 2026-05-11 | 13F | Arrow Financial Corp | 256,058 | 31.12 | 14,513 | 29.84 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 233,961 | 54.03 | 13,261 | 52.52 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 87,010 | 4,932 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2,144,440 | 15.68 | 116,355 | 9.66 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 6,332 | 1.36 | 359 | 0.28 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 878 | 213.57 | 50 | 206.25 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 5,277 | 299 | ||||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 97,557 | 3.18 | 5,530 | 2.16 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 14,190 | 1.88 | 804 | 0.88 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 975,186 | 5.03 | 55,274 | 4.01 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 11,350 | 643 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 10,020 | 568 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 518 | 29 | ||||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 7,529 | 427 | ||||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 2 | 0 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 27,447 | 7.94 | 1,556 | 6.87 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2,773 | 48.45 | 157 | 48.11 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 10,222 | 1.94 | 579 | 1.05 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 684,459 | 5.72 | 38,795 | 4.68 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 109,399 | 214.56 | 6,201 | 210.78 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 38,286 | 5.56 | 2,170 | 3.78 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 11,100 | 31.84 | 629 | 30.77 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 4,953 | 281 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3,049 | 2.01 | 173 | 0.58 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 109,533 | 3.94 | 6,208 | 2.93 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 15,477 | 46.01 | 886 | 46.28 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 45,146 | 13.33 | 2,559 | 12.19 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 532,358 | 9.52 | 30,174 | 8.45 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 9,074 | 1.93 | 514 | 0.98 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 74,881 | 6.74 | 4,244 | 5.70 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 13,020 | 1.13 | 738 | 0.14 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 187,928 | 0.64 | 10,652 | -0.35 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 41,752 | 1,047.35 | 2,367 | 1,037.50 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3,457 | 215.13 | 196 | 214.52 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 40,857 | 15.01 | 2,349 | 15.49 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 4,851 | 0.85 | 275 | -0.36 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 11,811 | 49.13 | 669 | 47.68 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 29,109 | 130.90 | 1,666 | 131.71 | ||||
| 2026-05-12 | 13F | Croban | 35,791 | 0.23 | 2,029 | -0.73 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 79,464 | 5.71 | 4,504 | 4.70 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 69,534 | 27.69 | 3,941 | 26.44 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 21,255 | 11.84 | 1,190 | 9.48 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 237,902 | 0.87 | 13,584 | 1.21 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 16,574 | 56.18 | 939 | 54.70 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 12,493 | 708 | ||||||
| 2026-04-20 | 13F | MBA Advisors LLC | 167,529 | 12.12 | 9,496 | 11.03 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 97,447 | 58.11 | 5,566 | 55.04 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 31,311 | 66.39 | 1,775 | 64.72 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 2,238 | 0.09 | 127 | -0.78 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 21,638 | 12.08 | 1,226 | 11.05 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 305,680 | 5.68 | 17,326 | 4.64 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 3,773 | 214 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1,124 | 64 | ||||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 200 | 2.04 | 11 | 0.00 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 7,000 | 75.00 | 397 | 73.68 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 38,916 | 10.06 | 2,206 | 9.00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 50,048 | 2,837 | ||||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 44,607 | 168.64 | 2,528 | 166.11 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 2,143 | 9.00 | 121 | 7.08 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 7,338 | 3.15 | 416 | 1.97 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 5,641 | 1.93 | 320 | 0.95 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 7,606 | 435 | ||||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 7,924 | 0.24 | 449 | -0.66 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1,359 | 408.99 | 77 | 413.33 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 35,946 | 2.20 | 2,037 | 1.19 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 464,137 | 3.31 | 26,307 | 2.30 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 5,752 | 2.81 | 326 | 1.88 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 544,854 | 54.57 | 30,882 | 53.06 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3,850 | 218 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1,007,668 | 1.00 | 57,115 | 0.02 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 160,649 | 1.04 | 9,252 | -0.72 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 294,892 | 0.27 | 16,715 | -0.71 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 277,848 | 8.07 | 15,748 | 7.02 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 609,009 | 22.41 | 34,519 | 21.21 | ||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 16,683 | 946 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 3,749 | 213 | ||||||
| 2026-04-22 | 13F | Motco | 568 | 32 | ||||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 6,605 | 374 | ||||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 147,035 | 0.99 | 8,334 | 0.00 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 21,548 | 10.79 | 1,221 | 9.70 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 5,848 | 29.01 | 331 | 27.80 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1,478 | 1.51 | 0 | |||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 10,906 | 4.86 | 618 | 3.87 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 26,333 | 3.82 | 1,493 | 2.83 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 7,354 | 161.24 | 417 | 158.39 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 55,965 | 15.80 | 3,172 | 14.55 | ||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 104,653 | 3.30 | 5,932 | 2.28 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 147,468 | 18,121 | 171.92 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 459,668 | 1.01 | 26,056 | 0.02 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 14,187 | 0.15 | 1 | |||||
| 2026-01-26 | 13F | Thomasville National Bank | 89,917 | 4.21 | 5,147 | 4.47 | ||||
| 2026-05-14 | 13F | Menard Financial Group LLC | 15,618 | 1.36 | 885 | 0.34 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 65,365 | 18.62 | 3,705 | 17.44 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 6,355 | 25.32 | 360 | 24.14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 767,700 | 194.70 | 43,513 | 191.82 | |||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 40,625 | 6.77 | 2,303 | 5.74 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 285,551 | 7.31 | 16,193 | 6.32 | ||||
| 2026-01-06 | 13F | Mallini Complete Financial Planning LLC | 290 | -0.68 | ||||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 8,006 | 15.66 | 454 | 14.39 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 709,422 | 49.09 | 40,210 | 47.63 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 29,818 | 1,690 | ||||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 61,647 | 3.04 | 3,494 | 2.04 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 279,654 | 5.81 | 15,851 | 4.77 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 9,372 | 10.94 | 531 | 9.94 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 37,006 | 2.90 | 2,098 | 1.90 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 457 | 2.01 | 26 | 0.00 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 18,148 | 93.74 | 1,029 | 91.79 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 417,797 | 47.20 | 23,681 | 45.76 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 149,275 | 0.04 | 8,461 | -0.95 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 8,466 | 491 | ||||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 33,960 | 66.36 | 1,925 | 64.73 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 400 | 23 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 748,270 | 9.80 | 2,454 | -93.71 | ||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 65,354 | 16.04 | 3,704 | 14.92 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 21,221 | 11.23 | 1,203 | 6.84 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 1,593 | 1.34 | 90 | 0.00 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 91,392 | 0.91 | 5,180 | -0.06 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 606,352 | 390.13 | 34,368 | 385.34 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 172,000 | 11.48 | 9,749 | 10.38 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 62,827 | 11.53 | 3,596 | 11.82 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 581 | 179.33 | 33 | 190.91 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 579,000 | 13.26 | 32,818 | 12.15 | |||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 11,229 | 0.04 | 637 | -0.93 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 9,521 | 19.09 | 540 | 17.94 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 9,524 | 26.62 | 540 | 25.35 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 245 | 14 | ||||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 141,976 | 8.02 | 8,047 | 6.98 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 46,312 | 9.18 | 3 | 0.00 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 7,381 | 22.85 | 418 | 21.87 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 4,405 | 11.21 | 250 | 9.21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3,683 | 209 | ||||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 49,896 | 7.72 | 2,828 | 6.68 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 7,443 | 67.67 | 422 | 65.75 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 4,554 | 1.49 | 258 | 0.78 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 82,364 | 0.48 | 4,668 | -0.49 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 176,238 | 278.43 | 9,939 | 273.09 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 94,767 | 7.47 | 5,371 | 6.42 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 141,514 | 69.93 | 8,021 | 68.30 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 89,050 | 14.69 | 5,047 | 13.57 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 7,548 | 31.66 | 428 | 30.18 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 37,706 | 8.10 | 2,137 | 7.06 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 82,938 | 4.72 | 4,701 | 3.68 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11,165,921 | 12.89 | 632,884 | 11.78 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 8,000 | 453 | ||||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 108,266 | 3.12 | 6,137 | 2.11 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 130,858 | 7,417 | ||||||
| 2026-05-04 | 13F | Garrison Bradford & Associates Inc | 7,055 | 400 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 228 | 94.87 | 13 | 100.00 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 81,446 | 5.66 | 4,616 | 3.85 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 347,694 | 1,475.99 | 19,707 | 1,461.57 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 5,163 | 293 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 21,921 | 1,239 | ||||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 5,851 | 18.18 | 332 | 16.96 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 26,411 | 75.23 | 1,497 | 73.67 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 12,297 | 795.63 | 697 | 792.31 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 22,464 | 1.28 | 1,273 | 0.32 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 38,573 | 18.39 | 2,186 | 17.27 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 77,789 | 6.48 | 4,409 | 5.45 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 268,497 | 19.45 | 15,218 | 18.29 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 4,208,706 | 10.62 | 238,549 | 9.54 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 130,161 | 1.21 | 7,378 | 0.22 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 11,103 | 32.65 | 629 | 31.32 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 16,404 | 0.88 | 930 | -0.11 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 547,521 | 16.50 | 31,033 | 15.36 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5,327 | 8.89 | 302 | 7.50 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 8,410 | 54.60 | 477 | 53.05 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 97,973 | 11.28 | 5,553 | 10.20 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 314,120 | 99.26 | 17,804 | 97.32 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 11,515 | 28.66 | 653 | 27.34 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 56,239 | 0.80 | 3,188 | -0.19 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120,689 | 101.00 | 6,841 | 99.07 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 58 | 1.75 | 3 | 0.00 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 13,752 | 0.54 | 779 | -0.38 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 13,191 | 4.77 | 748 | 3.75 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 24,997 | 0.52 | 1,417 | -0.49 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 10,952 | 6.71 | 621 | 5.62 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 23,765 | 0.51 | 1,347 | -0.44 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 20,005 | 1,117 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 11,942 | 10.70 | 677 | |||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 513 | 1.79 | 29 | 0.00 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2,523 | 0.20 | 143 | -1.39 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 73,930 | 2.26 | 4,190 | 1.26 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 2,858 | 1.06 | 0 | |||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 3,771 | 214 | ||||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 34,491 | 12.43 | 1,949 | 9.19 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 5,630 | 319 | ||||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 1,506 | 0.33 | 85 | 0.00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 16,091 | 22.66 | 908 | 20.93 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 6,278 | 356 | ||||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 133,183 | 3.06 | 7,549 | 2.04 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 185,290 | 0.52 | 10,502 | -0.45 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 141,476 | 4.26 | 8,019 | 3.23 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 1,370,824 | 7.10 | 77,698 | 6.05 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 529,383 | 2.39 | 30,598 | 3.15 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 314 | 18 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 58,927 | 1.13 | 3,340 | 0.15 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 13,550 | 2.43 | 768 | 1.32 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 51,193 | 4.85 | 2,902 | 3.83 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 44,550 | 8.76 | 2,525 | 7.72 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 6,745 | 0.01 | 382 | -1.04 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 30,563 | 0.17 | 1,732 | -0.80 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 13,630 | 0.74 | 773 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 97,354 | 5,518 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 28,257 | 7.82 | 1,602 | 6.73 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 4,967 | 0.16 | 282 | -0.71 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 37,657 | 0.54 | 2,134 | -1.16 | ||||
| 2026-04-27 | 13F | Vavra Capital Management, LLC | 89,544 | 3.82 | 5,075 | 2.80 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 105,988 | 39.10 | 6,007 | 37.74 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 26,279 | 12.60 | 1,489 | 11.54 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 313,710 | 9.15 | 17,781 | 8.08 | ||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 106,590 | 0.14 | 6,042 | -0.84 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 9,791 | 0.34 | 555 | -0.72 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1,017 | 17.71 | 58 | 16.33 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 49 | 68.97 | 3 | 100.00 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 212 | 12 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2,007 | 114 | ||||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 2,600 | 33.33 | 147 | 32.43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 243,931 | 8.66 | 13,826 | 7.60 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 57,567 | 35.57 | 3,263 | 34.24 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 47,924 | 9.53 | 2,716 | 8.47 | ||||
| 2026-05-01 | 13F | United Bank | 8,669 | 491 | ||||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 10,163 | 6.23 | 576 | 5.30 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8,876 | 59.21 | 503 | 57.68 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 14,912 | 845 | ||||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 7,081 | 401 | ||||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 43,667 | 3.77 | 2,475 | 2.78 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 94 | 5 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 18,467 | 18.89 | 1,047 | 17.66 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2,011 | 71.00 | 114 | 68.66 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 12,519 | 5.56 | 710 | 4.57 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4,252 | 14.21 | 241 | 12.68 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 18,008 | 32.22 | 1,021 | 30.94 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 4,617 | 262 | ||||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 6,046 | 15.40 | 258 | 20.56 | ||||
| 2026-04-16 | 13F | Security National Bank | 69,466 | 4.97 | 3,937 | 3.96 | ||||
| 2026-05-08 | 13F | Bokf, Na | 502,821 | 3.16 | 28,500 | 2.14 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 97,881 | 82.79 | 5,548 | 80.98 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 42,822 | 30.68 | 2,427 | 29.44 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 3,688 | 0.46 | 209 | -0.48 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8,362 | 5.09 | 469 | 2.86 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 353 | 0.86 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 76,181 | 4,318 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 3,736 | 212 | ||||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 170,927 | 5.87 | 9,688 | 4.84 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 15,351 | 78.42 | 870 | 76.83 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 33,286 | 3.34 | 1,887 | 2.33 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 14,276 | 809 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 158,080 | 67.21 | 9 | 60.00 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 11,501 | 11.95 | 659 | 12.46 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 9,373 | 67.43 | 531 | 65.94 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 178,836 | 9.64 | 10,136 | 8.57 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 349,632 | 4.70 | 19,817 | 3.68 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 106,666 | 24.34 | 6,046 | 23.12 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 5,838 | 7.65 | 331 | 6.45 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 471,546 | 8.83 | 26,727 | 7.77 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 50,672 | 1.38 | 2,872 | 0.42 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 8,688 | 1.57 | 492 | 0.61 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 7,366 | 15.67 | 418 | 14.56 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 4,170 | 7.75 | 236 | 6.79 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 63,558 | 0.85 | 3,602 | -2.38 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 4,043 | 1.97 | 229 | 1.33 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 20,354 | 24.55 | 1,154 | 23.32 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 9,750 | 19.63 | 553 | 18.45 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 110,012 | 32.62 | 6,235 | 31.32 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 57,836 | 6.18 | 3,278 | 5.17 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 126,523 | 15.94 | 7,171 | 14.81 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 975 | 55 | ||||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 58,987 | 6.39 | 3,343 | 5.36 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1,013,656 | 19.52 | 58,140 | 20.06 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16,768 | 0.08 | 950 | -1.55 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 294,423 | 30.44 | 16,688 | 29.17 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 4,748 | 0.42 | 269 | -1.10 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 4,033 | 229 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 4,601 | 17.52 | 261 | 15.56 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3,625 | 205 | ||||||
| 2026-05-07 | 13F | True North Advisors, LLC | 44,983 | 0.35 | 2,550 | -0.62 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 64,362 | 9.04 | 3,648 | 8.02 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 49,404 | 2,800 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 239,863 | 23.71 | 13,595 | 21.59 | ||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 37,522 | 15.15 | 2 | 100.00 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 252,742 | 12,791 | ||||||
| 2026-04-22 | 13F | Horizon Advisory Services, Inc. | 495,128 | 1.83 | 28,064 | 0.83 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 76,662 | 1.19 | 4,345 | 0.21 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 16,524 | 11.67 | 937 | 10.64 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 394,348 | 36.96 | 22,352 | 33.89 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 355,888 | 280.85 | 20,172 | 277.10 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 73,191 | 19.19 | 4,148 | 18.04 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 534,014 | 11.38 | 30,268 | 10.29 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 49,290 | 2.69 | 3 | 0.00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 25,023 | 33.19 | 1,418 | 31.91 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 148,488 | 6.41 | 8,563 | 7.47 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 32,920 | 9.13 | 1,866 | 8.05 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 77,424 | 0.82 | 4,388 | -0.16 | ||||
| 2026-05-12 | 13F | Creative Planning | 280,536 | 20.55 | 15,901 | 19.37 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 42 | 2 | ||||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 21,913 | 10.97 | 1,242 | 9.91 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 117,605 | 2.81 | 6,634 | 1.33 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 80 | 5 | ||||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 5,785 | 22.80 | 324 | 20.07 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 98,474 | 14.90 | 5,582 | 13.78 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 21,970 | 5.76 | 1,245 | 4.71 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 5,317 | 10.15 | 301 | 9.85 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 3,694 | 209 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 5,872 | 1.07 | 333 | 0.00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 13,758 | 24.14 | 780 | 22.87 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 56,181 | 6.86 | 3,184 | 5.82 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 17,201 | 11.07 | 975 | 9.93 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 52,784 | 2,992 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 243,761 | 5.69 | 13,816 | 4.66 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 24,963 | 2.54 | 1,415 | 1.51 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1,038,077 | 2.84 | 58,838 | 1.84 | ||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 69,965 | 1.92 | 3,966 | 0.92 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1,030 | 0.39 | 58 | 0.00 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 134,600 | 63.17 | 7,629 | 61.60 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1,279,991 | 25.82 | 72,550 | 24.59 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 6,756 | 383 | ||||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 27,384 | 1,552 | ||||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1,150 | 1.95 | 65 | 0.00 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 4,721 | 29.59 | 272 | 30.29 | ||||
| 2026-05-04 | 13F | TrustBank | 79,976 | 14.80 | 4,533 | 13.69 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 7,155 | 406 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 534,301 | 52.45 | 30,284 | 50.97 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 46 | 3 | ||||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 16,292 | 2.43 | 923 | 1.43 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 245,608 | 5.01 | 13,921 | 3.99 | ||||
| 2026-05-11 | 13F | Commerce Bank | 20,815 | 199.37 | 1,180 | 196.98 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 5,408 | 3.74 | 307 | 2.68 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 9,461 | 0.19 | 536 | -0.74 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 23,127 | 1.03 | 1,311 | 0.00 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 27,374 | 40.10 | 1,552 | 38.73 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 12,915 | 2.43 | 732 | 1.53 | ||||
| 2026-04-23 | 13F | Bell Bank | 43,491 | 2.46 | 2,465 | 1.48 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 136,432 | 10.76 | 7,733 | 9.67 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 12,486 | 0.73 | 713 | 1.14 | ||||
| 2026-05-14 | 13F | Taylor Securities Services, Inc. | 5,522 | 313 | ||||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 2,356,270 | 11.44 | 133,553 | 10.35 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 5,938 | 337 | ||||||
| 2026-05-11 | 13F | Bailard, Inc. | 6,661 | 6.82 | 378 | 5.90 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 47,488,354 | 0.54 | 2,691,640 | -0.45 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 7,517 | 62.32 | 426 | 59.55 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 10,930 | 620 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 86,025 | 12.74 | 4,876 | 11.63 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 4,206 | 4.78 | 238 | 3.93 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 475,324 | 13.33 | 26,941 | 12.23 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 14,518 | 23.21 | 840 | 24.48 | ||||
| 2026-05-13 | 13F | Invst, LLC | 43,503 | 5.93 | 2,466 | 4.89 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 266,382 | 33.18 | 15,099 | 31.88 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 993,025 | 5.98 | 55,262 | 3.03 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 5,650 | 320 | ||||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 287,459 | 1.11 | 16,293 | 0.13 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 117,113 | 6,638 | ||||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 10,538 | 2.38 | 603 | 2.73 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 9,106 | 9.46 | 516 | 8.40 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 10,152 | 14.88 | 575 | 13.86 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 5,578 | 316 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 86,676 | 11.20 | 4,913 | 10.11 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 33,998 | 2.24 | 1,927 | 1.26 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 50,971 | 7.34 | 2,889 | 6.29 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 9,806 | 0.63 | 556 | -0.36 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 130,582 | 7.22 | 7,401 | 6.17 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 6,343 | 360 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 27,111 | 7.19 | 1,537 | 6.15 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 310,867 | 1.73 | 17,620 | 0.73 | ||||
| 2026-05-07 | 13F | Nordwand Advisors, LLC | 32,240 | 64.78 | 1,827 | 63.27 | ||||
| 2026-04-10 | 13F | Integrated Financial Solutions, Inc. | 79,345 | 10.06 | 4,497 | 8.99 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 71,198 | 11.99 | 4,036 | 10.91 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 7 | 0 | ||||||
| 2026-04-21 | 13F | Sunpointe, LLC | 60,746 | 0.55 | 3,443 | -1.18 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 615 | 35 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 88,570 | 4.14 | 5,020 | 3.12 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 13,017 | 10.62 | 738 | 9.51 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 48,346 | 97.15 | 2,740 | 95.30 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 120,173 | 445.25 | 6,811 | 440.13 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3,042,219 | 20.50 | 168,995 | 16.92 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 2,000 | 113 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 395,348 | 2.54 | 22,408 | 1.54 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 6,577 | 1.03 | 373 | 0.00 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 72,615 | 2.40 | 4,116 | 1.38 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 25,482 | 349.81 | 1,444 | 345.68 | ||||
| 2026-05-14 | 13F | Requisite Capital Management, LLC | 293,013 | 15.73 | 16,608 | 13.75 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1,552,845 | 1.19 | 88,885 | 1.44 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 7,000 | 1.33 | 397 | 0.25 | ||||
| 2026-05-15 | 13F | EFG International AG | 375 | 50.00 | 21 | 50.00 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 737 | 42 | ||||||
| 2026-05-11 | 13F | Boston Partners | 94,531 | 11.47 | 5,358 | 9.57 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7,491 | 17.82 | 425 | 16.80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 253,727 | 144.31 | 14,381 | 141.94 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 76,554 | 21.11 | 4,339 | 19.93 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 13,517 | 29.72 | 766 | 28.52 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 22,447 | 147.30 | 1,272 | 145.09 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8,554,441 | 5.62 | 484,866 | 4.59 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 259,262 | 3.50 | 14,695 | 2.48 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 52,346 | 610.74 | 2,967 | 604.51 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 93 | 0 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 35,609 | 9.74 | 2,009 | 5.96 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 8,380 | 17.47 | 475 | 16.42 | ||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 6,094 | 0.11 | 345 | -0.86 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 207,408 | 6.62 | 11,756 | 5.58 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 198,207 | 0.27 | 11,234 | -0.71 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 64,798 | 0.41 | 3,673 | -0.60 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 22,160 | 1,256 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 479 | 27 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 51,559 | 9.67 | 2,922 | 8.58 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 10,315 | 12.14 | 585 | 11.66 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2,948,363 | 6,210.98 | 166,658 | 6,148.86 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 113 | 6 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 62,004 | 4.34 | 3,514 | 3.32 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 3,542 | 201 | ||||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 107,243 | 19.58 | 6,079 | 18.41 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 11 | 1 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 72 | 18.03 | 4 | 33.33 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 39,832 | 27.40 | 2,258 | 26.16 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 2,800,288 | 4.00 | 159 | 2.60 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 41,494 | 5.26 | 2,352 | 4.21 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 69,053 | 15.11 | 3,914 | 13.98 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 142,234 | 14.75 | 8,062 | 13.62 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 48,741 | 11.61 | 2,763 | 10.52 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 209,100 | 11.28 | 12 | 10.00 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 9,530 | 1.28 | 540 | 0.37 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 48,103 | 13.41 | 2,726 | 12.32 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 35,760 | 38.95 | 2,028 | 34.51 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2,048 | 116 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 250 | 14 | ||||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 9,523 | 38.96 | 540 | 37.50 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 47,917 | 5.40 | 2,743 | 6.11 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 80,791 | 14.43 | 4,579 | 13.31 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 11,098 | 21.09 | 629 | 20.04 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 10,538 | 9.41 | 597 | 8.35 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 149,662 | 12.95 | 8,483 | 11.84 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 4,528 | 0.22 | 257 | -0.78 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 2,535 | 0.72 | 144 | -0.69 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 19,751 | 94.07 | 1,119 | 92.27 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1,034 | 589.33 | 59 | 625.00 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 12,330 | 22.47 | 699 | 21.18 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 30,564 | 0.69 | 1,732 | -0.29 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 31,274 | 7.25 | 1,773 | 6.17 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 5,167 | 18.45 | 293 | 17.27 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 33,491 | 10.14 | 1,898 | 9.08 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 7,489 | 1.95 | 424 | 0.24 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 45,624 | 2.63 | 2,586 | 1.57 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 10,520 | 607 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 1,403 | 80 | ||||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 45,091 | 1.05 | 2,556 | 0.04 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 100,794 | 1.44 | 5,713 | 0.46 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 18,528 | 206.30 | 1,047 | 197.44 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 26,518 | 1.69 | 1,503 | 0.74 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 13,225 | 750 | ||||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 19,371 | 45.50 | 1,098 | 43.96 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 39 | 2 | ||||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 19,652 | 1.12 | 1,114 | 0.09 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 99,620 | 1.87 | 5,646 | 0.88 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 148,985 | 16.45 | 8,444 | 15.31 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 145,448 | 22.06 | 8,244 | 20.88 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 308,905 | 1.29 | 17,509 | -0.42 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2,243 | 125 | ||||||
| 2026-05-12 | 13F | Community Bank, N.A. | 224,779 | 26.81 | 12,740 | 25.58 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 27,940 | 19.92 | 1,584 | 17.87 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 186,538 | 7.82 | 10,573 | 6.76 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 3,766 | 0.91 | 213 | 0.00 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 33,691 | 1,910 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 190,070 | 2.40 | 10,773 | 1.40 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 46,188 | 1,005.77 | 2,618 | 994.98 | ||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 100,477 | 0.65 | 5,695 | -1.06 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 110,171 | 2.29 | 6,244 | 1.28 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 105,548 | 477.78 | 5,982 | 472.44 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 33,146 | 4.87 | 1,879 | 3.81 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 6,315 | 358 | ||||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 6,663 | 0.21 | 378 | -0.79 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 8,004 | 458 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 411,924 | 7.85 | 23,348 | 6.79 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 44,008 | 4.38 | 2,494 | 3.36 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 941,864 | 25.72 | 53,385 | 24.49 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 98,395 | 6.13 | 5,577 | 5.11 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 7,838 | 444 | ||||||
| 2026-05-07 | 13F | JSF Financial, LLC | 68,183 | 54.05 | 3,865 | 52.55 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 55,924 | 5.36 | 3,170 | 4.31 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 7,784 | 1.95 | 441 | 0.92 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 434,984 | 1,191.64 | 24,655 | 1,169.52 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 20,875 | 21.01 | 1,183 | 19.86 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 11,439 | 170.23 | 648 | 167.77 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 2,434 | 22.68 | 138 | 21.24 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 3,824 | 219 | ||||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 4,194 | 0.10 | 238 | -0.84 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 405,584 | 9.72 | 22,988 | 8.64 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 14,555 | 5.81 | 825 | 4.70 | ||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 18,600 | 1.64 | 1,054 | 0.67 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 5,700 | 323 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 9,686 | 4.16 | 558 | 4.70 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 200 | 11 | ||||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 7 | 0 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 7,922 | 5.21 | 449 | 3.94 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 50 | 11.11 | 3 | 0.00 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 3,634 | 1.40 | 206 | 0.00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 15,049 | 853 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 131,024 | 3.57 | 7,426 | 2.55 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 19,041 | 37.44 | 1,079 | 36.07 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 96,678 | 4.59 | 5,480 | 3.05 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6,083,774 | 10.00 | 344,828 | 8.92 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 157,709 | 21.23 | 9,027 | 21.53 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 68,532 | 18.70 | 4 | 0.00 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 4,380 | 13.62 | 248 | 12.73 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 12,787 | 6.93 | 725 | 5.85 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 500,267 | 165.75 | 28,355 | 163.16 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 12,660 | 39.86 | 718 | 38.42 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 65,166 | 139.74 | 3,694 | 137.49 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 836,279 | 15.31 | 47,400 | 14.18 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 157,419 | 24.49 | 9 | 14.29 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4,304 | 16.45 | 244 | 15.17 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 14,501 | 1.94 | 822 | 0.86 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 8,510 | 0.42 | 482 | -0.62 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 144,607 | 0.60 | 8,196 | -0.39 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 115,485 | 413.81 | 6,546 | 408.94 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 16,813 | 953 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 39,009 | 0.84 | 2,211 | -0.14 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 9,272 | 45.92 | 526 | 44.63 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 4,388 | 254 | ||||||
| 2026-05-01 | 13F | Natural Investments, Llc | 3,628 | 0 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 44,622 | 29.06 | 2,529 | 27.79 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 165,300 | 590.04 | 9,369 | 583.37 | ||||
| 2026-05-15 | 13F | Fmr Llc | 31,769 | 223.84 | 1,801 | 220.86 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 10,691 | 15.58 | 606 | 14.37 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 5,039 | 0.68 | 286 | -2.40 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 4,042 | 73.48 | 229 | 72.18 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 66,029 | 346.20 | 3,743 | 340.75 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 382,964 | 1.22 | 21,706 | 0.23 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 13,290 | 0.43 | 753 | -0.53 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 116,744 | 3.61 | 6,617 | 2.61 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1,035 | 6.92 | 59 | 5.45 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 307,573 | 5.68 | 17,796 | 6.83 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 39,289 | 4.77 | 2,227 | 2.02 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 34,996 | 3.69 | 1,984 | 2.69 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 22,533 | 0.26 | 1,277 | -0.70 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 37,728 | 8.80 | 2,155 | 6.48 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 33,057 | 1.20 | 1,874 | 0.21 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 244,812 | 2.79 | 13,876 | 1.78 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 3,870 | 221 | ||||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 19,100 | 0.54 | 1,083 | -0.46 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 11,493 | 40.86 | 651 | 39.70 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 7,655 | 8.74 | 434 | 7.71 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 248,875 | 5.19 | 14,106 | 4.16 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 46,460 | 4.53 | 2,633 | 3.50 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 23,817 | 19.50 | 1,350 | 18.33 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 386,821 | 4.09 | 21,925 | 3.07 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 415 | 24 | ||||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 5,000 | 0 | ||||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 30,373 | 0.84 | 1,722 | -0.17 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1,293,806 | 5.47 | 73,333 | 4.43 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 130,258 | 83.29 | 7,383 | 81.53 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 110,131 | 1,175.99 | 6,241 | 1,163.16 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1,038 | 1.96 | 59 | 1.72 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 382,573 | 9.97 | 22,109 | 11.03 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 103,419 | 5.30 | 5,862 | 4.27 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 51,016 | 177.53 | 2,892 | 172.74 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 92,073 | 5.27 | 5,219 | 4.23 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 30,432 | 18.38 | 2 | 0.00 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 4,244 | 0.62 | 241 | -0.41 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 97,105 | 1.94 | 5,504 | 0.94 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 5,828 | 18.31 | 330 | 17.44 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 387,231 | 12.19 | 21,948 | 11.08 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 291,033 | 3.23 | 16,496 | 1.46 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 6,058 | 343 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 108,452 | 2.82 | 6,147 | 1.82 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 224,810 | 1.65 | 12,742 | 0.66 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 6,001 | 340 | ||||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 24,304 | 5.55 | 1,378 | 4.48 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 5,500 | 44.74 | 312 | 43.32 | ||||
| 2026-05-08 | 13F | Matisse Capital | 25,443 | 190.28 | 1,442 | 187.82 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 59,222 | 8.07 | 3,357 | 6.98 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 76,457 | 4.73 | 4,334 | 3.71 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 74,559 | 0.44 | 4,226 | -0.54 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 110,774 | 53.58 | 6,279 | 52.08 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 9,631 | 2.62 | 546 | 1.49 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 10,170 | 13.72 | 574 | 10.60 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 42,625 | 10.99 | 2,416 | 9.87 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 14,244 | 4.04 | 807 | 3.07 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 7,296 | 6.93 | 414 | 5.90 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 22,498 | 0.88 | 1,275 | -0.08 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 6,556 | 8.67 | 372 | 7.54 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 7,332 | 225.72 | 416 | 224.22 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 4,805 | 0.75 | 272 | 0.00 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 9,368 | 531 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 19,001 | 3.00 | 1,077 | 0.75 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5,298 | 300 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 19,535 | 90.03 | 1,107 | 54.83 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 33,487 | 4.51 | 1,898 | 3.49 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 23,897 | 9.76 | 1,355 | 8.67 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 63,937 | 7.07 | 3,624 | 6.00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 138,785 | 16.11 | 7,866 | 14.98 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 6,124 | 6.65 | 357 | 9.51 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 26,909 | 0.77 | 1,525 | -0.20 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 55,864 | 5.70 | 3,166 | 4.66 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 247,324 | 13.29 | 14,018 | 12.19 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 3,329 | 38.30 | 189 | 37.23 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 28,549 | 2.07 | 1,618 | 1.06 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 902,434 | 4.94 | 51,150 | 3.91 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 22,018 | 0.63 | 1,248 | -0.40 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 244,082 | 13.42 | 13,835 | 12.31 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11,400 | 274.38 | 646 | 271.26 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 22,605 | 19.77 | 1,281 | 18.61 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 12,558 | 83.19 | 712 | 81.38 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 19,645 | 0.64 | 1,113 | -2.62 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 32,911 | 8.89 | 1,869 | 7.98 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 70,007 | 13.48 | 3,968 | 12.38 | ||||
| 2026-04-10 | 13F | Novem Group | 25,569 | 13.14 | 1,449 | 12.06 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6,634 | 0.33 | 376 | -0.53 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 89 | 67.92 | 5 | 66.67 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 7,383 | 17.56 | 418 | 16.43 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 89,883 | 0.52 | 5,095 | -0.47 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1,543,963 | 39.61 | 87,512 | 38.25 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 85,515 | 4,895 | ||||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 65,402 | 0.69 | 3,707 | -1.04 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 36,070 | 1.90 | 2,044 | 0.89 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 33,933 | 5.17 | 1,923 | 4.17 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 17,462 | 2.33 | 990 | 1.33 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 68,508 | 8.35 | 3,883 | 7.29 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 5,698 | 36.38 | 323 | 34.73 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 43,327 | 5.47 | 2,456 | 3.28 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 10,245 | 7.67 | 581 | 6.62 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 432,461 | 1,019.67 | 24,512 | 1,009.10 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 51,780 | 22.61 | 2,935 | 21.43 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 166,998 | 9.24 | 9,465 | 8.17 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 15,303 | 7.10 | 867 | 6.12 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 3,978 | 225 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 3,574 | 202 | ||||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 20,969 | 9.98 | 1,189 | 8.10 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 5,082 | 24.50 | 288 | 23.61 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 6,005 | 340 | ||||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 6,843 | 27.34 | 388 | 26.06 | ||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 182,906 | 7.08 | 10,470 | 7.34 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2,921,309 | 1.38 | 165,579 | 0.38 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 219,531 | 8.23 | 12,443 | 7.17 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 12,336 | 9.29 | 699 | 8.20 | ||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 179,064 | 7.01 | 10,316 | 3.63 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 14,134 | 3.41 | 817 | 2.38 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 80,516 | 4.29 | 4,564 | 3.17 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 61,691 | 5.85 | 3,566 | 6.74 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 29,355 | 13.68 | 1,643 | 7.60 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 7,571 | 429 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 5,360 | 19.35 | 304 | 17.90 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 130,729 | 37.28 | 7,275 | 31.77 | ||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 31,939 | 11.90 | 1,810 | 10.84 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 50,970 | 18.83 | 2,889 | 16.78 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 58,183 | 27.44 | 3,330 | 27.73 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 17,567 | 9.38 | 996 | 8.27 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 4,054 | 0.82 | 230 | -0.43 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 120,253 | 49.29 | 6,816 | 47.83 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 13,859 | 2.05 | 786 | 1.03 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 804,512 | 8.27 | 45,600 | 7.21 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 25,213 | 1.30 | 1,429 | 0.35 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 17,187 | 0.68 | 974 | -0.31 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 391,397 | 108.12 | 22,184 | 106.09 | ||||
| 2026-05-04 | 13F | Nwam Llc | 3,999 | 227 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 266 | 15 | ||||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 157,904 | 7.56 | 9,086 | 8.12 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 102,979 | 18.61 | 5,837 | 17.45 | ||||
| 2026-05-12 | 13F | Chung Wu Investment Group, LLC | 3,350 | 737.50 | 190 | 759.09 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 51,848 | 6.26 | 2,939 | 5.23 | ||||
| 2026-04-20 | 13F | Strong Retirement Solutions LLC | 9,500 | 538 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 13,112 | 0.10 | 743 | -0.80 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 7,410 | 420 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 120,617 | 1.54 | 6,837 | 0.54 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 5,134 | 1.32 | 291 | 0.00 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 250 | 67.79 | 14 | 75.00 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 38,101 | 16.80 | 2,160 | 15.64 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 39,746 | 21.86 | 2,253 | 20.69 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 161,272 | 0.60 | 9,231 | 0.85 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 21,713 | 0.87 | 1,231 | -2.38 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 144,439 | 130.21 | 8,187 | 127.96 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 10,575 | 600 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 132,329 | 6.54 | 7,500 | 5.50 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 436 | 6.60 | 25 | 4.35 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 87,814 | 9.68 | 4,977 | 8.60 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 468,740 | 3.95 | 26,568 | 2.94 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 236,766 | 0.56 | 13,695 | 1.62 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 17,262 | 6.16 | 978 | 5.16 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 39 | 2 | ||||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 6,782 | 384 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 191 | 1.60 | 11 | 0.00 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 69,300 | 0.14 | 3,928 | -0.86 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 6,283 | 3.58 | 356 | 2.59 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 64,787 | 2.15 | 3,672 | 1.16 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 108,412 | 29.22 | 6,145 | 27.95 | ||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 14,771 | 6.87 | 837 | 5.82 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 82,894 | 5.75 | 4,698 | 4.73 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 132,824 | 9.12 | 7,528 | 8.05 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 6 | 0 | ||||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 22,584 | 1,280 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 79,354 | 16.80 | 4,498 | 15.66 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 15,614 | 36.06 | 885 | 34.91 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 225,098 | 4.49 | 12,759 | 3.47 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 65,896 | 1.07 | 3,719 | -0.35 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 143,649 | 0.08 | 8,142 | -0.89 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 43,057 | 4.42 | 2,440 | 3.39 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 26,827 | 3.99 | 1,521 | 2.98 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 149,554 | 0.61 | 8,477 | -0.38 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 25,521 | 1.99 | 1,447 | 0.98 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 11,278 | 6.70 | 639 | 5.62 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 293,638 | 5.10 | 16,643 | 4.08 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 15,678 | 1.76 | 889 | 0.79 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 77,258 | 0.50 | 4,379 | -0.50 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 49,031 | 3.16 | 2,779 | 2.17 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 6,509 | 1.12 | 369 | 0.00 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 47,724 | 0.32 | 2,705 | -0.66 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 13,321 | 8.21 | 755 | 7.24 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 14,951 | 5.05 | 847 | 4.05 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5,217 | 16.14 | 299 | 16.41 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4,110 | 3.79 | 233 | 2.65 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 208,656 | 13.84 | 12 | 10.00 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 79,551 | 2.12 | 4,427 | -0.70 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 636,728 | 5.16 | 36,090 | 4.13 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 97,919 | 28.60 | 5,550 | 27.35 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 16,061 | 59.46 | 910 | 55.82 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 92,723 | 335.59 | 5,256 | 331.44 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 98,932 | 37.77 | 5,607 | 36.42 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 198,100 | 179.01 | 11,228 | 176.28 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 117,700 | 142.68 | 6,671 | 140.31 | |||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 58,068 | 17.44 | 3,291 | 16.29 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 13,120 | 1.61 | 744 | 0.54 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 2,030,560 | 3.50 | 115,092 | 2.48 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 26,946 | 0.03 | 1,527 | -0.91 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 195,134 | 11,060 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 43,736 | 1.00 | 2,479 | 0.04 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 81,150 | 130.45 | 4,600 | 128.24 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 10,451 | 5.46 | 592 | 4.41 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 277 | 16 | ||||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 248,062 | 0.15 | 14,060 | -0.83 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 4,631 | 30.12 | 263 | 29.06 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 47,922 | 4.78 | 2,716 | 3.00 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 20,753 | 145.13 | 1,176 | 142.98 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 85,461 | 3.50 | 4,844 | 2.48 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 10,732 | 2.98 | 608 | 2.01 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 69,743 | 3.55 | 3,953 | 2.54 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 717,528 | 5.32 | 40,669 | 4.29 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 198,577 | 20.42 | 11,255 | 19.24 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 79,179 | 3.30 | 4,488 | 2.28 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 10,213 | 1,867.82 | 579 | 1,893.10 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 13,531 | 7.85 | 767 | 6.69 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 23,227 | 9.72 | 1,317 | 8.67 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 4,954 | 5.88 | 281 | 2.19 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 17,305 | 8.32 | 981 | 7.22 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 9,441 | 5.01 | 535 | 3.28 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 30,968 | 18.73 | 1,755 | 17.63 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 82,303 | 2.01 | 4,665 | 1.02 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4,995 | 283 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 75,224 | 11.54 | 4,264 | 10.44 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 137,986 | 4.33 | 7,821 | 3.32 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 1,576,054 | 4.30 | 89,331 | 3.28 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 42 | 2 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 30,610 | 11.88 | 1,735 | 10.73 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 13,385 | 1.29 | 759 | 0.26 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8,206 | 116.12 | 465 | 114.29 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 244,288 | 6.10 | 13,846 | 4.29 | ||||
| 2026-05-12 | 13F | Private Capital Advisors, Inc. | 7,075 | 46.69 | 401 | 45.29 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 4,695 | 35.85 | 270 | 34.33 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 7,170 | 7.50 | 405 | 6.02 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 21,921 | 4.79 | 1,239 | 2.23 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 7,652 | 434 | ||||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 14,591 | 2.78 | 827 | 1.85 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 6,987 | 396 | ||||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 10,212 | 0.21 | 579 | -0.86 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 88,309 | 35.75 | 5,005 | 34.43 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 331 | 1.85 | 19 | 0.00 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 61,915 | 10.29 | 3,509 | 9.21 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 65,273 | 12.30 | 3,700 | 11.18 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 35,791 | 4.34 | 2,029 | 3.31 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 49,229 | 10.84 | 2,790 | 9.76 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 24,797 | 332.15 | 1,406 | 328.35 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 283,646 | 19.58 | 16,077 | 18.41 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 131,947 | 246.14 | 7,479 | 240.68 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 194,262 | 2.73 | 11,011 | 1.72 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 544 | 0.74 | 0 | |||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 196,812 | 4.44 | 11,155 | 3.42 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 18,885 | 3.69 | 1,070 | 2.69 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 12,381 | 0.93 | 702 | -0.14 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 7,224,145 | 73.00 | 409,465 | 71.30 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 12,272,620 | 114.30 | 682,971 | 108.34 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 9,110 | 7.28 | 510 | 6.93 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6,313 | 39.92 | 358 | 38.37 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 158,036 | 14.93 | 8,958 | 13.81 | ||||
| 2026-05-13 | 13F | BTS Asset Management, Inc. | 21,055 | 2.36 | 1,193 | 1.27 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 169,135 | 28.63 | 9,587 | 27.37 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 372,946 | 2.84 | 21,370 | 0.94 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 6,536 | 1.35 | 370 | 0.27 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 26,643 | 2.40 | 1,510 | 1.41 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 6,170 | 350 | ||||||
| 2026-05-12 | 13F | GGM Financials LLC | 472 | 1.94 | 27 | 0.00 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 10,397 | 7.60 | 589 | 6.51 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 15,704 | 28.17 | 890 | 26.96 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 66,086 | 0.10 | 3,746 | -0.87 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 133,390 | 0.31 | 7,568 | -1.10 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 109,730 | 1.46 | 6,219 | 0.47 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 7,590 | 33.91 | 430 | 32.72 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 24,953 | 18.51 | 1,414 | 17.34 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 19,263 | 0.95 | 1,092 | -0.09 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 304,732 | 25.03 | 17,272 | 23.80 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 61,175 | 38.58 | 3,538 | 37.50 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 432,989 | 5.02 | 24,542 | 4.00 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 58,839 | 4.58 | 3,335 | 3.54 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 726,571 | 1.88 | 41,182 | 0.88 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 23,981 | 19.01 | 1,359 | 17.05 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 59,879 | 2.48 | 3,394 | 1.47 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 21,460 | 27.89 | 1,214 | 25.44 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1,402 | 79 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 463,452 | 14.95 | 26,268 | 14.05 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 195,869 | 2,715.42 | 11,101 | 2,689.20 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 994,375 | 3.64 | 56,361 | 2.62 | ||||
| 2026-05-14 | 13F | Betterment LLC | 41,669 | 29.56 | 2 | 100.00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,929,732 | 16.89 | 109,377 | 15.75 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 524,978 | 3.55 | 29,756 | 47.79 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 7,730 | 438 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 65,365 | 1.62 | 3,705 | 0.60 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 48,854 | 1.38 | 2,769 | 0.40 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 15,290 | 867 | ||||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 12,461 | 18.02 | 706 | 16.89 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 378 | 339.53 | 21 | 425.00 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 86,101 | 5.73 | 4,880 | 4.70 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 17,513 | 0.55 | 993 | -0.50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 8,366,269 | 5.68 | 474,201 | 4.64 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 101,691 | 62.96 | 5,764 | 61.38 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 79,436 | 3.76 | 4,502 | 2.74 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 46,168 | 0.79 | 2,617 | -0.19 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 898 | 51 | ||||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 46,777 | 22.84 | 2,651 | 18.83 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 19,661 | 60.47 | 1,114 | 58.92 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 109,123 | 21.17 | 6,185 | 20.00 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 37,438 | 124.46 | 2,122 | 122.33 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 33,661 | 305.16 | 1,908 | 301.47 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 164,789 | 9,340 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 3,969 | 225 | ||||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 1,419,817 | 5.62 | 80,475 | 4.59 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 27,477 | 15.04 | 1,557 | 13.90 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4,750 | 269 | ||||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 111,989 | 34.01 | 6,348 | 32.70 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 5,519 | 0.27 | 313 | -0.95 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 33,778 | 5.33 | 1,915 | 4.31 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 6,469 | 367 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 659,626 | 2.69 | 37,348 | 1.43 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1,095 | 63 | ||||||
| 2026-05-05 | 13F | Helium Advisors LLC | 37,786 | 11.31 | 2,142 | 10.19 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 34,338 | 3.76 | 1,946 | 2.26 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 2,257 | 105.18 | 128 | 104.84 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 37,191 | 0.36 | 2,108 | -0.66 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 4,482 | 0.13 | 254 | -0.78 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 8,110 | 460 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 755,967 | 3.22 | 42,848 | 2.21 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 104,523 | 4.82 | 5,924 | 3.80 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 5,972 | 2.97 | 338 | 2.11 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 919,518 | 366.69 | 51,530 | 356.29 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 303,191 | 1.30 | 17 | 0.00 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 8,767 | 497 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 67,631 | 155.38 | 3,833 | 153.00 | ||||
| 2026-05-07 | 13F | Z3 Capital Partners, LLC | 7,075 | 5.99 | 401 | 4.97 | ||||
| 2026-05-08 | 13F | Melia Wealth LLC | 403,016 | 3.08 | 22,843 | 2.07 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 12,640 | 79.01 | 716 | 77.23 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 80,654 | 4.76 | 4,571 | 3.74 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 17,891 | 1.95 | 1,014 | 1.00 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 4,465 | 0.25 | 253 | -0.39 | ||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 82,947 | 2.73 | 4,701 | 1.73 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 80,630 | 96.90 | 4,570 | 95.05 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 23,212 | 7.09 | 1,316 | 6.05 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 49,298 | 10.11 | 3 | 0.00 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 4,937 | 10.50 | 280 | 9.41 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 500 | 28 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 267,421 | 30.90 | 15,157 | 29.62 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 19,147 | 5.08 | 1,085 | 4.03 |
