Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Vanguard Index Funds - Vanguard Small-Cap Value ETF incluem Tiaa-cref Individual & Institutional Services, Llc, Baer Investment Advisory LLC, Clear Wave Wealth Management Llc, Quent Long Short Global Small Cap Fund, LP, E-Wealth Partners, LLC, Portside Wealth Group, LLC, Vanguard National Trust Co, Park National Corp /oh/, Stark Wealth Management LLC, Evergreen Wealth Solutions, LLC, Junk Investment Group, LLC, Vanguard Advisers Inc, Cardinal Point Capital Management, ULC, XTX Topco Ltd, Loomis Sayles & Co L P, Strategic Financial Group, LLC, Cpwa, Llc, LightSquare Wealth Management, LLC, Kapstone Financial Advisors LLC, e Canandaigua National Corp .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | 13F | Trust Co of the South | 12,427 | 0.20 | 2,700 | 2.78 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 16,211 | 13.50 | 3,522 | 16.44 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 3,606 | 5.01 | 783 | 7.70 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 2,821 | 3.68 | 613 | 6.42 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1,597 | 32.97 | 347 | 36.22 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 1,662 | 361 | ||||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 1,955 | 0.98 | 425 | 3.41 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 37 | 8 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 6,178 | 0.46 | 1,342 | 3.07 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 1,213 | 25.70 | 264 | 28.92 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 29,435 | 0.46 | 4,866 | 3.20 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 48,075 | 4.97 | 10,444 | 7.67 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 2,903 | 0.62 | 631 | 3.11 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 1,085 | 236 | ||||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1,781 | 4.27 | 387 | 14.20 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 9,990 | 0.53 | 2,170 | 3.14 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 2,714 | 88.60 | 590 | 93.75 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 18,670 | 11.61 | 4,056 | 14.51 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2,957 | 137.89 | 1 | |||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 16,684 | 4.53 | 3,625 | 7.22 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 13,648 | 1.94 | 2,965 | 4.59 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 4,087 | 1.09 | 888 | 3.74 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 179 | 0.56 | 39 | 2.70 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2,186 | 1.44 | 475 | 3.95 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 103,337 | 7.88 | 22,450 | 10.66 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 2,633 | 572 | ||||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 22,648 | 5.76 | 4,920 | 8.49 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 978 | 213 | ||||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 20,297 | 0.41 | 4,410 | 2.99 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 47,325 | 3.18 | 10,281 | 5.85 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 10,129 | 2.02 | 2,201 | 4.66 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 652,542 | 141,765 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1,458 | 0.55 | 317 | 2.93 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 1,021 | 222 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 6,249 | 0.97 | 1,358 | 3.59 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 3 | 1 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 1,461 | 0.27 | 317 | 2.92 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 1,635 | 23.77 | 355 | 27.24 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6,622 | 41.86 | 1,439 | 45.55 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 24,080 | 10.90 | 5,231 | 13.77 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 78,603 | 1.41 | 17,076 | 4.03 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 2,093 | 5.81 | 455 | 8.61 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 37,595 | 7,962 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 5,158 | 5.16 | 1,121 | 7.90 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 29,782 | 2.18 | 6,470 | 4.81 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5,727 | 3.15 | 1,244 | 5.87 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 6,088 | 6.14 | 1,323 | 8.90 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 12,875 | 61.44 | 2,797 | 65.60 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 1,232 | 0.57 | 268 | 3.09 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 1,472 | 0.62 | 320 | 3.24 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 8,636 | 3.99 | 2,031 | 15.47 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 4,176 | 3.39 | 907 | 6.08 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 60,738 | 1.09 | 13,195 | 3.69 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 135 | 29 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 6,709 | 1.36 | 1,458 | 4.00 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 54,431 | 0.67 | 11,825 | 3.27 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 6,702 | 1.33 | 1,456 | 4.00 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 8,845 | 1.64 | 1,922 | 4.29 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 86 | 1.18 | 19 | 0.00 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 451 | 98 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 820 | 178 | ||||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 23,600 | 4.74 | 5 | 25.00 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 21 | 75.00 | 5 | 100.00 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1,399 | 0.07 | 304 | 2.36 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 1 | 0 | -100.00 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 47,035 | 2.36 | 10,218 | 5.00 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1,148 | 7.89 | 250 | 10.67 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 822 | 0.24 | 179 | 2.89 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 12,143 | 0.65 | 2,638 | 3.29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 57,450 | 209.04 | 12,480 | 216.97 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4,583 | 5.67 | 996 | 8.39 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 7,841 | 2.51 | 1,703 | 5.19 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 4,077 | 886 | ||||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 82,391 | 6.78 | 17,899 | 9.53 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 460 | 100 | ||||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 2,367 | 0.68 | 514 | 3.42 | ||||
| 2026-04-08 | 13F | Exchange Bank | 2,293 | 4.27 | 498 | 7.10 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 32,819 | 0.75 | 7,130 | 3.35 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 844 | 770.10 | 183 | 815.00 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 1,107 | 0.27 | 241 | 3.00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 16,853 | 1.80 | 3,661 | 4.42 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 3,815 | 0.79 | 829 | 3.37 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 3,882 | 4.27 | 843 | 6.98 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 72 | 14.29 | 16 | 15.38 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 18,789 | 0.59 | 4,082 | 3.16 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 355,538 | 0.03 | 7,222 | 2.80 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 18,725 | 3.09 | 4,068 | 5.77 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 7,823 | 0.72 | 1,700 | 3.35 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 15,822 | 31,544.00 | 3,437 | 34,270.00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 49,253 | 10.81 | 10,700 | 13.67 | ||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 5,256 | 1,142 | ||||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 32,711 | 0.85 | 7,107 | -4.06 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 5,227 | 29.38 | 1,136 | 32.75 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 3,492 | 759 | ||||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 2,290 | 15.08 | 498 | 18.05 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7,866 | 31.10 | 1,709 | 34.49 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 1,721 | 374 | ||||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 930 | 202 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1,202 | 0.08 | 0 | |||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 4,051 | 17.86 | 880 | 21.05 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 374,081 | 7.03 | 81,269 | 9.79 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 2,898 | 1.22 | 630 | 3.80 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 4,808 | 12.07 | 1,045 | 14.98 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,543 | 22.97 | 1,639 | 26.10 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 90,451 | 3.72 | 19,651 | 6.39 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 50 | 11 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 2,808 | 0.43 | 610 | 3.04 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 205,310 | 3.69 | 44,604 | 6.36 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 90 | 20 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 582 | 14.79 | 127 | 17.76 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 225 | 49 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1,231 | 268 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 70 | 15 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 57,215 | 0.19 | 12,894 | 6.61 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 1,397 | 1.75 | 303 | 4.48 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 22,428 | 29.44 | 4,872 | 25.31 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 9,804 | 0.75 | 2,130 | 3.35 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2,024 | 440 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 522,808 | 5.25 | 113,580 | 7.96 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 26,183 | 234.01 | 5,688 | 242.65 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 35,434 | 0.65 | 7,698 | 3.26 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 1,200 | 261 | ||||||
| 2026-05-06 | 13F | Performa Ltd (US), LLC | 98,553 | 12.49 | 21,411 | 15.39 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6,101 | 1,325 | ||||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 4,702 | 1.03 | 1,022 | 3.65 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2,387 | 0.93 | 519 | 3.60 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 7,592 | 1,763 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 157,156 | 6.60 | 34,142 | 9.35 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 12,306 | 3.25 | 2,674 | 5.90 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 84 | 110.00 | 18 | 125.00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3,809 | 1,570.61 | 831 | 1,629.17 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 51,014 | 2.64 | 10,804 | 4.16 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 500 | 0 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 40,612 | 1,899.61 | 8,823 | 1,951.63 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 4,126 | 15.80 | 896 | 18.83 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 6,639 | 20.40 | 1,442 | 23.56 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 26,595 | 0.52 | 5,778 | 3.11 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 11,437 | 30.26 | 2,485 | 33.62 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 54,079 | 3.51 | 11,749 | 6.17 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 42,467 | 3.56 | 9,226 | 6.24 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 11,841 | 159.16 | 2,572 | 165.98 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 1,046 | 8.73 | 242 | 19.21 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 31,427 | 1.88 | 7,271 | 5.01 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 2,072 | 2.93 | 450 | 5.63 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3,696 | 1.07 | 803 | 3.75 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 17,090 | 0.68 | 3,713 | 3.25 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 51,030 | 0.70 | 11,086 | 3.30 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 18 | 4 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 574 | 0.53 | 125 | 2.48 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 3,144 | 0.58 | 683 | 3.17 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 1,983 | 2.06 | 431 | 4.62 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 2,871 | 0.49 | 608 | 2.01 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 1,729 | 0.93 | 366 | 2.52 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 3,478 | 0.12 | 756 | 2.72 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 357 | 78 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 33,203 | 7.19 | 7,213 | 9.95 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 176,107 | 13.26 | 38,278 | 16.17 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 10,657 | 0.41 | 2,315 | 3.03 | ||||
| 2026-04-07 | 13F | InvesTrust | 8,611 | 0.33 | 1,871 | 2.92 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 30,721 | 13.39 | 6,674 | 16.31 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1,134 | 246 | ||||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 2,065 | 89.28 | 449 | 93.94 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 328 | 71 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 17,752 | 0.32 | 3,857 | 2.91 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1,237 | 0.08 | 270 | 3.07 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 51,755 | 10.29 | 11,244 | 13.10 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 494 | 107 | ||||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 19,701 | 2.46 | 4,280 | 5.11 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 7,517 | 1.88 | 1,633 | 4.48 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 125 | 1.63 | 27 | 3.85 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1,166 | 253 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4,601 | 0.28 | 1,000 | 2.88 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1,099 | 0.18 | 239 | 2.59 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 928 | 202 | ||||||
| 2026-05-07 | 13F | Transce3nd, LLC | 180 | 3.45 | 39 | 2.63 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 30,698 | 2.78 | 6,669 | 5.44 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 2,213 | 0.23 | 481 | 2.78 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 49,060 | 2.76 | 10,658 | 5.42 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 639 | 139 | ||||||
| 2026-05-14 | 13F | Apriem Advisors | 20,337 | 253.99 | 4,418 | 263.32 | ||||
| 2026-04-22 | 13F | Motco | 190 | 41 | ||||||
| 2026-05-13 | 13F/A | MWA Asset Management | 1,794 | 0.79 | 390 | 3.46 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 237 | 50 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 4,747 | 1.41 | 1,031 | 4.04 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 6,475 | 0.76 | 1,407 | 3.38 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 75,599 | 0.34 | 16,424 | 2.93 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 6,925 | 3.44 | 1,505 | 6.14 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 21,362 | 8.42 | 4,641 | 11.19 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 6,688 | 5.87 | 1,453 | 8.68 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 56,113 | 2.80 | 12,191 | 5.45 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 4,439 | 1,030 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 379,793 | 3.55 | 82,510 | 6.22 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 2,113 | 0.19 | 459 | 2.69 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 123,784 | 0.82 | 26,892 | 3.43 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 24,530 | 1.42 | 5,329 | 4.04 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 1,803 | 1.69 | 392 | 4.27 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 59,206 | 1.24 | 12,863 | 3.84 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 24,541 | 0.27 | 5,332 | 2.86 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 65,393 | 5.54 | 14,207 | 8.26 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 37,985 | 24.72 | 8,252 | 27.94 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 17,316 | 0.82 | 3,762 | 3.41 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 1,011 | 0.70 | 220 | 3.30 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 46 | 10 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 356 | 209.57 | 77 | 220.83 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 25,312 | 0.90 | 5,499 | 3.52 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 13,806 | 0.74 | 2,999 | 3.34 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 3,040 | 5.89 | 660 | 8.73 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 23,746 | 1.92 | 5,159 | 4.54 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 70,237 | 7.01 | 15,259 | 9.78 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 2,221 | 47.97 | 483 | 52.05 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 79,186 | 3.02 | 17,203 | 5.68 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 4,974 | 346.10 | 1,081 | 357.63 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4,641 | 27.12 | 1,008 | 30.40 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 78 | 17 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17,005 | 8.22 | 3,894 | 11.64 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 1,735 | 377 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 395 | 0.51 | 86 | 2.41 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 4,334 | 0.12 | 942 | 2.73 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 3,016 | 655 | ||||||
| 2026-04-08 | 13F | Sapient Capital Llc | 8,478 | 1.92 | 1,842 | 3.49 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 4,433 | 21.65 | 963 | 24.90 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 290 | 437.04 | 61 | 454.55 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10,675 | 4.78 | 2,319 | 7.51 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 1,226 | 0.57 | 266 | 3.10 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 1,992 | 433 | ||||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 21,401 | 10.74 | 4,650 | 13.61 | ||||
| 2026-04-13 | 13F | Trust Co | 8,685 | 32.74 | 1,887 | 36.17 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 2,677 | 0.15 | 582 | 2.65 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93,968 | 0.42 | 20,414 | 3.01 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1,623 | 17.27 | 353 | 20.14 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1,161 | 0.09 | 252 | 2.86 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 9,461 | 7.11 | 2,055 | 9.89 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 13,489 | 2.53 | 2,930 | 5.17 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 1,058 | 0.57 | 230 | 3.15 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 253,684 | 1.79 | 55,113 | 4.41 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 2,450 | 125.39 | 532 | 131.30 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 43,122 | 0.42 | 9,133 | 0.42 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 2,666 | 0.19 | 579 | 2.84 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2,910 | 12.66 | 632 | 15.54 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3,272 | 5.55 | 711 | 8.23 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9,023 | 2.23 | 1,960 | 4.87 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2,648 | 0.04 | 575 | 2.68 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 9,494 | 171.72 | 2,063 | 179.03 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 588 | 50.38 | 128 | 54.88 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 27 | 3.85 | 6 | 0.00 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 509 | 129.28 | 111 | 134.04 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1,657 | 0.61 | 360 | 3.16 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 17,091 | 9.00 | 3,713 | 11.84 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 1 | 0 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2,172 | 0.79 | 472 | 3.29 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 186,794 | 0.21 | 40,581 | 2.79 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3,734 | 20.57 | 811 | 23.82 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 1,187 | 0.34 | 258 | 2.80 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 968 | 210 | ||||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 27,639 | 0.89 | 6 | 20.00 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 2,256 | 5.47 | 490 | 8.17 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 1,739,529 | 7.33 | 377,913 | 10.10 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 3,283 | 713 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1,985 | 10.96 | 431 | 14.02 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1,539 | 46.43 | 334 | 50.45 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1,012 | 16.72 | 220 | 19.67 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 6,861 | 2,489.06 | 1 | |||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 32 | 7 | ||||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 1,043 | 0.38 | 226 | 2.73 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 44,336 | 3.78 | 9,632 | 6.46 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10,667 | 4.16 | 2,317 | 6.82 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3,513 | 61.96 | 765 | 66.67 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 74,035 | 2.37 | 16,084 | 5.01 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 10,169 | 11.38 | 2,209 | 14.28 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,416 | 115.38 | 742 | 121.19 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 27,234 | 3.70 | 5,917 | 6.38 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 25,586 | 1.03 | 5,559 | 3.64 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 94 | 154.05 | 20 | 185.71 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 984,444 | 16.43 | 209,882 | 17.21 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 1,384 | 301 | ||||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2,711 | 146.90 | 589 | 153.45 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1,313 | 6.49 | 285 | 9.20 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 6,019 | 14.30 | 1,308 | 17.22 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 50 | 11 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 27,123 | 26.21 | 5,892 | 29.47 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 3,091 | 2.66 | 672 | 5.34 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 1,269 | 0.79 | 276 | 3.38 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 20,362 | 6.33 | 4,424 | 9.08 | ||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 37,253 | 0.51 | 8,093 | 3.11 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 3,097 | 4.03 | 714 | 5.94 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 79,475 | 5.34 | 17,266 | 8.05 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 15,457 | 8.24 | 3,358 | 11.01 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 37,432 | 2.28 | 8,132 | 4.92 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 47,484 | 2,847.49 | 10,316 | 2,924.93 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 5,557 | 1,207 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 7,429 | 12.20 | 1,614 | 15.12 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 11,254 | 31.98 | 2,445 | 27.76 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 6,540 | 1.46 | 1,421 | 4.03 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 65,433 | 2.96 | 14,215 | 5.62 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1,358 | 348.18 | 295 | 360.94 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 50 | 11 | ||||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 7,609 | 7.24 | 1,653 | 10.05 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 2,373 | 1.19 | 516 | 3.83 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 4,481 | 1.24 | 974 | 3.84 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 23,006 | 13.94 | 4,998 | 16.88 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 752,625 | 0.57 | 159,775 | 0.81 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 4,826 | 0.02 | 1,049 | 2.64 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 22,363 | 3.48 | 4,858 | 6.16 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 1,122 | 4.76 | 244 | 7.52 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1,276 | 277 | ||||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 44,821 | 2.00 | 9,737 | 4.63 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 29,163 | 0.64 | 6,336 | 3.23 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1,962 | 0.36 | 426 | 2.90 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 82,878 | 0.59 | 17,553 | 14.36 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 1,096 | 186.91 | 238 | 197.50 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 198,088 | 2.76 | 43,035 | 5.41 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 22,265 | 0.26 | 4,837 | 2.85 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 17,697 | 4.28 | 3,845 | 128,066.67 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 5,929 | 6.50 | 1,288 | 9.25 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 324,494 | 0.33 | 70,509 | 2.93 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 1,429 | 310 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 5,847 | 1,270 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8,705 | 3.05 | 1,891 | 5.76 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 105,529 | 14.47 | 22,925 | 17.38 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 150,977 | 9.20 | 32,800 | 12.02 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 1,148 | 3.61 | 249 | 6.41 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 82 | 18 | ||||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 109 | 19.78 | 24 | 21.05 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1,471 | 320 | ||||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 3,304 | 0.58 | 718 | 3.17 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1,475 | 0.07 | 321 | 2.56 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 6,669 | 1,449 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 7,200 | 67.44 | 1,564 | 71.87 | |||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 8,731 | 3.40 | 1,897 | 6.04 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 1,945 | 0.57 | 423 | 3.18 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 214 | 46 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 12,139 | 52.90 | 2,637 | 56.87 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3,518 | 76.87 | 764 | 81.47 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 1,471 | 5.60 | 320 | 8.50 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 273,733 | 2.20 | 59,468 | 4.83 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 62,486 | 475.64 | 13,516 | 496.73 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 26 | 6 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 15,614 | 0.30 | 3,390 | 2.82 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2,721 | 15.98 | 591 | 19.15 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 4,208 | 0.14 | 891 | 1.71 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,755 | 42.34 | 381 | 45.98 | ||||
| 2026-05-12 | 13F | Creative Planning | 315,100 | 0.98 | 68,456 | 3.58 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 248,140 | 9.21 | 53,909 | 12.02 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1,874 | 14.13 | 407 | 17.29 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4,117 | 0.32 | 894 | 2.88 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 23,452 | 5.50 | 5,095 | 8.22 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 1,291 | 0.39 | 280 | 2.94 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 47,794 | 4.49 | 10,383 | 7.18 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 15,243 | 3,312 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 488,482 | 1.09 | 106,123 | 3.69 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 38,381 | 0.54 | 8,338 | 3.14 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 30,653 | 3.61 | 6,659 | 6.29 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 1,686 | 1.02 | 366 | 3.68 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 1,312 | 22.05 | 285 | 25.55 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 1,366 | 16.65 | 297 | 19.35 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 152,663 | 1.83 | 33,166 | 4.45 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 1,695 | 234.98 | 368 | 243.93 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 5,172 | 0.15 | 1,124 | 2.74 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 15,309 | 0.35 | 3,326 | 2.94 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 2,953 | 4.98 | 683 | 10.16 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 3,355 | 0.48 | 729 | 2.97 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3,350 | 81.18 | 728 | 83.59 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 21,871 | 0.39 | 4,751 | 2.97 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 7,517 | 0.20 | 1,633 | 2.83 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 4,700 | 0.36 | 1,021 | 3.03 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3,593 | 22.92 | 782 | 26.17 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 1,130 | 0.62 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 24 | 5 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 7 | 2 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 41,811 | 0.57 | 9,083 | 3.16 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 517,535 | 112 | ||||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 9,768 | 6.63 | 2,122 | 9.38 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 44,528 | 281.99 | 9,431 | 287.59 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3,167 | 1.83 | 672 | 2.13 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 7,495 | 1,628 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 2,871 | 1.34 | 624 | 3.83 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 339 | 74 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 43,750 | 303.04 | 9,266 | 309.05 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 6,027 | 7.68 | 1,309 | 10.46 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 6,612 | 3.26 | 1,443 | 5.03 | ||||
| 2026-05-07 | 13F | First National Trust Co | 944 | 205 | ||||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 1,028 | 0.10 | 223 | 2.76 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 3,015 | 1.48 | 655 | 3.97 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 1,994 | 4.62 | 433 | 7.44 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 882 | 21.15 | 192 | 24.03 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 19,868 | 38.00 | 4,315 | 41.52 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 2,335 | 0.56 | 507 | 3.26 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 1,263 | 59.87 | 274 | 153.70 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 50,212 | 44.52 | 10,908 | 48.25 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 930 | 202 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 8,419 | 32.00 | 1,829 | 35.48 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 1,033 | 0.10 | 225 | 2.75 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 3,264 | 0.03 | 709 | 2.60 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 10,214 | 36.20 | 2,219 | 39.67 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 36,948 | 0.49 | 8,027 | 3.08 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1,458 | 0.21 | 317 | 2.60 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3,589 | 0.06 | 780 | 2.64 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 135 | 0 | ||||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 942 | 205 | ||||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 3,419 | 743 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 586 | 4.27 | 127 | 6.72 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 70,714 | 35.29 | 15,363 | 38.78 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 1,564 | 0.58 | 340 | 3.04 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 3,779 | 21.43 | 882 | 24.08 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 8,400 | 42.37 | 1,825 | 46.04 | |||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 20,594 | 152.47 | 4,474 | 159.06 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 20,800 | 10.05 | 4,519 | 12.89 | |||
| 2026-04-28 | 13F | Golden State Equity Partners | 580 | 126 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 26,507 | 3.71 | 5,759 | 6.39 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 10,605 | 0.52 | 2,304 | 3.13 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 440 | 0.23 | 96 | 2.15 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 50,372 | 0.77 | 11 | 0.00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 39,393 | 10.29 | 8,558 | 13.14 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 29,804 | 6,475 | ||||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 989 | 1.23 | 215 | 4.90 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 33,938 | 0.47 | 7,373 | 3.05 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 24,246 | 4.28 | 5,267 | 6.97 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 16,604 | 11.18 | 3,607 | 14.04 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 13,243 | 2.25 | 2,877 | 4.89 | ||||
| 2026-04-29 | 13F | Investment Insight Wealth Management, LLC | 1,939 | 0.21 | 421 | 2.93 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 1,456 | 12.96 | 316 | 15.75 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 11,526 | 169.80 | 2,504 | 176.99 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 33,889 | 9.56 | 7,362 | 12.40 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 1,295 | 12.80 | 300 | 23.46 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 16,634 | 2.80 | 3,614 | 5.46 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 9,516 | 2.22 | 2,067 | 4.87 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 99,068 | 0.21 | 21,523 | 2.79 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 24 | 84.62 | 5 | 150.00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 175,837 | 6.10 | 38 | 8.57 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 2,330 | 0.17 | 506 | 2.85 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 46,818 | 3.95 | 10,171 | 6.64 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 2,197 | 0.50 | 477 | 3.25 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 846,309 | 2.56 | 183,861 | 5.20 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 1,258 | 23.82 | 273 | 26.98 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 1,898 | 8.96 | 412 | 11.96 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 5,808 | 0.16 | 1,262 | 2.69 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 30,794 | 0.50 | 6,690 | 3.10 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 10,798 | 1.66 | 2,346 | 4.27 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1,111 | 45.99 | 241 | 49.69 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 3,969 | 862 | ||||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 6,832 | 0.03 | 1,484 | 2.63 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 931 | 202 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1,693 | 6.61 | 368 | 9.23 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 91,277 | 47.62 | 19,830 | 51.42 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 8,913 | 8.99 | 1,936 | 11.78 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 3,409 | 34.48 | 741 | 38.06 | ||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 18,296 | 0.99 | 3,975 | 3.60 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 4,657 | 0.30 | 1,012 | 2.85 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 937 | 204 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 9,755 | 3.41 | 2,119 | 6.11 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 237,724 | 172.00 | 51,645 | 179.03 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 3,078 | 7.17 | 669 | 9.87 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 4,079 | 0.12 | 886 | 2.78 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1,233 | 0.08 | 268 | 2.69 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 30,494 | 8.49 | 6,625 | 11.29 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4,086 | 176.45 | 888 | 187.99 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 39,528 | 0.41 | 8,587 | 3.00 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 5,997 | 8.46 | 1,303 | 3.99 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 2,058 | 0.98 | 447 | 3.71 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 36,970 | 2.75 | 8,032 | 5.39 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 7,480 | 1,625 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 215,831 | 9.94 | 46,889 | 12.77 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 1,715 | 14.03 | 373 | 16.98 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 1,700 | 13.33 | 369 | 16.40 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 405 | 0.25 | 88 | 3.53 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 250 | 54 | ||||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 268 | 1,814.29 | 58 | 1,833.33 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 1,837 | 1.10 | 399 | 3.91 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1,740 | 15.69 | 378 | 18.87 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 1,086 | 7.74 | 236 | 10.80 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 4,642 | 61.57 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 86,785 | 36.73 | 18,854 | 40.26 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 3,134 | 0.58 | 681 | 3.19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1,476,405 | 6.13 | 320,749 | 8.86 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 4,096 | 890 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 267,392 | 0.45 | 58,104 | 3.06 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 1,011 | 220 | ||||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 3,921 | 0.54 | 852 | -5.86 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 60,241 | 1.05 | 13,087 | 3.66 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 6,753 | 4.33 | 1,467 | 7.08 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 2,601 | 563 | ||||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 36,222 | 1.43 | 7,869 | 4.05 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 65,567 | 4.77 | 14,244 | 7.47 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 20,629 | 36.83 | 4,482 | 40.34 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 296,360 | 0.36 | 64,384 | 2.95 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 1,205 | 262 | ||||||
| 2026-04-16 | 13F | Westhampton Capital, LLC | 3,729 | 0.30 | 810 | 2.92 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 17,127 | 1.93 | 3,889 | 9.30 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 17,567 | 3,816 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2,027 | 8.74 | 440 | 11.68 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 147,767 | 2.69 | 32,234 | 5.77 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 1,153 | 250 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 3,777 | 56.01 | 821 | 59.84 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 9,708 | 9.57 | 2,109 | 12.42 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 34,977 | 0.41 | 7,599 | 3.00 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 828 | 180 | ||||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 12,236 | 8.23 | 2,658 | 11.03 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 1,265 | 0.56 | 275 | 3.01 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 1,213 | 0.58 | 263 | 3.14 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 2,467 | 0.24 | 536 | 2.69 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 15,797 | 1.12 | 3,432 | 3.75 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 4,389 | 0.02 | 954 | 2.58 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1,821 | 0.44 | 425 | 1.19 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 3,039 | 8.54 | 660 | 11.49 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 22,682 | 0.23 | 4,928 | 2.82 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1,242 | 25.71 | 270 | 28.71 | ||||
| 2026-05-11 | 13F | Commerce Bank | 25,103 | 0.74 | 5,454 | 3.34 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 1,167 | 269 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 193,564 | 8.97 | 42,052 | 11.78 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 6,479 | 0.70 | 1,408 | 3.30 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 3,085 | 1.18 | 670 | 3.88 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 3,503 | 39.62 | 742 | 41.68 | ||||
| 2026-05-01 | 13F | American Trust | 3,081 | 6.24 | 669 | 8.96 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 19,076 | 4.31 | 4,144 | 7.00 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 17,686 | 0.27 | 3,842 | 2.86 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 79 | 17 | ||||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 33,588 | 7.49 | 7,297 | 10.26 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 24,469 | 6.00 | 5,316 | 8.71 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 378 | 89.00 | 82 | 95.24 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 237 | 51 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 30,357 | 4.59 | 6,595 | 7.29 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 17,148 | 44.13 | 3,725 | 47.88 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 37,568 | 0.25 | 8,162 | 2.84 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1,438 | 45.11 | 312 | 49.28 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 48,175 | 7.05 | 10,466 | 9.81 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 179,371 | 13.59 | 38,968 | 16.52 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 46,971 | 37.37 | 10,204 | 40.92 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 12,661 | 8.34 | 2,751 | 11.16 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 9,873 | 35.79 | 2,145 | 39.31 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 12,150 | 16.63 | 2,640 | 19.63 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3,816,657 | 1.16 | 829,169 | 3.77 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 410 | 7.05 | 89 | 9.88 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 45,874 | 17.42 | 9,966 | 20.46 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 20,088 | 91.92 | 4,364 | 113.82 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 80 | 17 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 1,490 | 0.27 | 324 | -4.15 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 2,875 | 17.64 | 624 | 20.70 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 1,554 | 0.58 | 338 | 3.06 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 75,953 | 2.95 | 16,501 | 5.60 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 4,775 | 5.48 | 1,037 | 8.25 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 10,288 | 3.39 | 2,235 | 6.07 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 4,218 | 2.80 | 916 | 5.41 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1,289,920 | 4.36 | 280,211 | 7.04 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1,961 | 3,154 | 27.80 | |||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 85,516 | 7.23 | 18,578 | 9.99 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 420 | 91 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 3,225 | 701 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 2,431 | 5.60 | 528 | 8.42 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 38,116 | 0.91 | 8,281 | 3.51 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,164,853 | 2.79 | 253,064 | 5.44 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1,072 | 0.75 | 233 | 3.11 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 3,982 | 170.88 | 865 | 178.14 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 27,378 | 12.30 | 5,948 | 15.18 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 6,135 | 3.98 | 1,333 | 6.65 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 10,537 | 47.54 | 2,289 | 51.39 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 8,699 | 5.17 | 1,890 | 7.88 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3,937 | 856 | ||||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 13,507 | 10.84 | 2,934 | 13.72 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2,975 | 24.42 | 646 | 27.67 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 6,895 | 1,498 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 45,785 | 39.94 | 9,947 | 43.56 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 4,027 | 1.23 | 875 | 3.80 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 325 | 69 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3,207 | 3.42 | 697 | 5.94 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 2,520 | 0.16 | 547 | 2.82 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 3,595 | 0.84 | 781 | 3.44 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 7,413 | 0.42 | 1,610 | 3.01 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 1,624 | 17.43 | 353 | 20.55 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 4,298 | 11.64 | 934 | 14.48 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15,211 | 3,516 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1,053 | 229 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 1,568 | 0.97 | 341 | 3.66 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 9,843 | 2,138 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 180,680 | 11.23 | 39,253 | 14.10 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 1,984 | 107.97 | 431 | 113.37 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 151,976 | 5.55 | 33,017 | 8.27 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 34,539 | 14.70 | 7,332 | 13.82 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 36,670 | 1.36 | 7,967 | 1.45 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 157,323 | 6.84 | 34,178 | 9.59 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 25 | 5 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2,469 | 24.57 | 536 | 27.92 | ||||
| 2026-05-07 | 13F | Xxi Wealth, Llc | 1,281 | 0.08 | 278 | 2.58 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 9,854 | 2,141 | ||||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 85,317 | 0.19 | 18,536 | 2.77 | ||||
| 2026-04-07 | 13F | JBGlobal.com LLC | 42,873 | 9,314 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3,140 | 0.10 | 682 | 2.71 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 4,248 | 0.47 | 923 | 1.88 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 20,845 | 0.51 | 4,529 | 3.10 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 2,610 | 0.38 | 567 | 3.09 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 3,776 | 1.51 | 820 | 4.19 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 495,314 | 5.68 | 107,607 | 8.40 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3,515 | 45.97 | 764 | 49.90 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 371,224 | 3.79 | 80,654 | 6.47 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 56,396 | 47.60 | 12,252 | 51.41 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2,617 | 14.33 | 569 | 17.36 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 31,831 | 5.45 | 7,406 | 11.20 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 171 | 37 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5,975 | 8.52 | 1,298 | 11.23 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 60,270 | 0.18 | 13,094 | 2.76 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 13,949 | 2.03 | 3,030 | 4.66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 41,997 | 13.71 | 9,161 | 17.12 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 31,077 | 3,639.71 | 6,751 | 2.40 | ||||
| 2026-04-21 | 13F | Creekside Partners | 29,225 | 2.48 | 6,349 | 5.13 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 462,819 | 21.41 | 100,547 | 24.54 | ||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 2,154 | 468 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 827 | 3.50 | 180 | 5.92 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 46,757 | 0.24 | 10,158 | 2.82 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1,613,157 | 19.73 | 350,458 | 22.82 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 392,210 | 1.06 | 85,208 | 3.67 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 11,744 | 3.54 | 2,551 | 6.20 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 473,557 | 0.48 | 102,822 | 3.00 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 1,697 | 7.68 | 369 | 10.51 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 1,215 | 1.50 | 264 | 3.95 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 3,296 | 33.39 | 716 | 36.90 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1,250 | 272 | ||||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 136,500 | 0.59 | 29,655 | 3.18 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 31,769 | 12.96 | 6,902 | 15.87 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 12,761 | 17.81 | 2,772 | 20.84 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1,145 | 249 | ||||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 5,369 | 0.11 | 1,166 | 2.73 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 45,040 | 0.51 | 9,785 | 3.08 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 46,294 | 22.83 | 10,057 | 26.00 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 12,176 | 4.75 | 3 | 0.00 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 20,565 | 2.54 | 4,468 | 5.18 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 3,749 | 0.03 | 815 | 2.65 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 20,002 | 9.34 | 4,345 | 12.16 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 6,398 | 33.54 | 1,390 | 36.98 | ||||
| 2026-05-05 | 13F | Sky-mountain Capital Management, Inc. | 7,901 | 0.95 | 1,716 | -2.28 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 64,028 | 5.51 | 14,870 | 15.69 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 8,271 | 1,797 | ||||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 28,979 | 0.62 | 6,296 | 3.21 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1,029 | 0.49 | 224 | 3.24 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 1,705 | 0.24 | 371 | 2.78 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 1,302 | 0.08 | 283 | 2.55 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 23,625 | 5,133 | ||||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 2,208 | 480 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 25,689 | 3.46 | 5,581 | 6.14 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 12,240 | 29.10 | 2,659 | 32.49 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 6,254 | 8.03 | 1,359 | 10.77 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 3,237 | 11.16 | 703 | 14.12 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 3,830 | 2.90 | 832 | 5.58 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 33,770 | 3.05 | 7,152 | 4.58 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 3,738 | 9.33 | 812 | 12.15 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 7,250 | 2 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 9,752 | 1.02 | 2,120 | 3.67 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 4,364 | 0.90 | 948 | 3.61 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 1,094 | 2.24 | 232 | 2.65 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 35,646 | 1.28 | 7,744 | 3.90 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 65,567 | 14,244 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 849,534 | 53.77 | 179,915 | 56.04 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 1,379 | 10.14 | 300 | 12.83 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 28,367 | 623.83 | 6,163 | 642.41 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 71 | 1.43 | 15 | 7.14 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 992 | 0.61 | 215 | 3.37 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 1,209 | 2,138.89 | 263 | 2,281.82 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 42,722 | 6.88 | 9,281 | 9.64 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 36,158 | 0.04 | 7,933 | -0.23 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 21,790 | 1,323.25 | 4,734 | 1,361.11 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 60,558 | 6.21 | 13,156 | 8.95 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 1,121 | 0.36 | 244 | 2.97 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 28,038 | 3.21 | 6,091 | 5.88 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 10,166 | 1.76 | 2 | 0.00 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 3,089 | 671 | ||||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 937 | 204 | ||||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 48,906 | 10,625 | ||||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 27,197 | 0.89 | 5,909 | 3.50 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 3,434 | 13.41 | 746 | 16.22 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 2,385 | 518 | ||||||
| 2026-04-16 | 13F | Diversified Trust Co | 2,639 | 53.61 | 573 | 57.85 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24,817 | 44.39 | 5,392 | 48.10 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 9,645 | 7.87 | 2,095 | 10.67 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 94,707 | 20,575 | ||||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 1,641 | 357 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 3,950 | 0.13 | 858 | 2.75 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1,422 | 15.42 | 309 | 18.85 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 270 | 59 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 105,370 | 19.46 | 22,910 | 22.55 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 3,756 | 178.43 | 816 | 186.32 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 7,962 | 0.16 | 1,730 | 2.73 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 1,746 | 1.04 | 379 | 3.84 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1,492,797 | 2.79 | 316,163 | 4.31 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 19,880 | 1.24 | 4,319 | 3.85 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 18,478 | 3,662 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 2,313 | 22.77 | 502 | 26.13 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 184,349 | 5.98 | 40,050 | 111,147.22 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 1,568 | 0.19 | 341 | 2.72 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 29,851 | 6,322 | ||||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 10,948 | 59.08 | 2,378 | 63.21 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 175 | 38 | ||||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 3,083 | 14.06 | 653 | 21.87 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 19,800 | 13.85 | 4,302 | 16.78 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1,003 | 218 | ||||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 952 | 0.53 | 207 | 3.00 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1,137 | 7.26 | 247 | 10.27 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 11,033 | 4.10 | 2,397 | 6.77 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1,583 | 253.35 | 344 | 264.89 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 10,228 | 0.01 | 2,222 | 2.59 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 2,869 | 3.13 | 623 | 5.77 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 5,847 | 3.12 | 1,270 | 5.83 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 1,500 | 0.27 | 326 | 2.85 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 6,136 | 6.97 | 1,333 | 9.80 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 23,659 | 5,140 | ||||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 30,253 | 4.57 | 6,573 | 7.26 | ||||
| 2026-05-04 | 13F | Nwam Llc | 28,218 | 0.85 | 6,130 | 0.46 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 8,234 | 20.03 | 1,789 | 23.14 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 193 | 42 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 5,002 | 2.44 | 1,087 | 5.03 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 17,262 | 0.29 | 3,750 | 2.88 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,112 | 0.54 | 242 | 2.99 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 822,036 | 2.75 | 178,584 | 4.34 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 107,975 | 3.15 | 23,458 | 5.81 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 705 | 1,181.82 | 149 | 1,555.56 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 959 | 0.21 | 208 | 2.97 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 11,308 | 69.41 | 2,457 | 73.81 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 114,711 | 1.18 | 24,921 | 3.79 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1,258 | 1.29 | 273 | 4.20 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 4,306 | 7.01 | 936 | 9.74 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 5,499 | 7.89 | 1,195 | 10.66 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1,434 | 312 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 160,387 | 0.21 | 35 | 3.03 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 940 | 10.07 | 204 | 13.33 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 3,025 | 1.00 | 657 | 3.63 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 62 | 1.64 | 13 | 8.33 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 25,228 | 55.21 | 5,481 | 59.21 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1,547 | 0.19 | 336 | 2.75 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10,151 | 64.44 | 2,205 | 68.71 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 69,591 | 2.65 | 15,119 | 5.29 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 4,610 | 0.22 | 1,001 | 2.77 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 5,341 | 4.21 | 1,160 | 6.91 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 87,989 | 132.60 | 19,116 | 138.61 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 112 | 0.90 | 24 | 4.35 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 926 | 201 | ||||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 38,917 | 18.96 | 8 | 33.33 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 1,887 | 410 | ||||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 56,580 | 21.84 | 12 | 33.33 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 25,006 | 1.36 | 5,432 | 3.96 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 26,327 | 192.98 | 5,720 | 200.53 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2,022 | 0.15 | 439 | 2.81 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 52,086 | 1.96 | 11,316 | 4.59 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 124,827 | 0.23 | 27,119 | 2.81 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 2,013 | 0.55 | 437 | 3.31 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 1,723 | 2.07 | 374 | 4.76 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 1,819 | 0.33 | 395 | 2.86 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 3,234 | 16.21 | 702 | 19.19 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 46,421 | 4.21 | 10,085 | 6.89 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 496 | 143.14 | 0 | |||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 1,703 | 0.41 | 370 | 2.79 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 97,571 | 156.04 | 21,197 | 162.66 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 101,889 | 0.28 | 22,135 | 2.86 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 893 | 203 | ||||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 4,237 | 0.17 | 921 | 2.79 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 1,432 | 0.14 | 323 | -0.62 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 18,153 | 11.13 | 3,944 | 13.99 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 1,420 | 0.21 | 308 | 2.67 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 6,936 | 4.07 | 1,507 | 6.73 | ||||
| 2026-05-05 | 13F | Willis Investment Counsel | 83,829 | 6.39 | 18,212 | 9.13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 9,600 | 152.63 | 2,086 | 159.33 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 9,527 | 2,070 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 52 | 73.33 | 11 | 83.33 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1,298 | 276 | ||||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 5,548 | 10.52 | 1,205 | 13.36 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 2,860 | 6.48 | 621 | 9.33 | ||||
| 2026-05-15 | 13F | Fmr Llc | 159,980 | 11.11 | 34,755 | 13.97 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 2,260 | 0.18 | 491 | 2.94 | ||||
| 2026-05-15 | 13F | Obsido Oy | 24,884 | 2.01 | 5,406 | 4.65 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 83,405 | 10.93 | 18,125 | 13.79 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 4,123 | 19.16 | 896 | 22.27 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 4,545 | 292.49 | 987 | 92.02 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 107,872 | 4.30 | 23,435 | 6.99 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1,432 | 0.56 | 311 | 3.32 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 9,026 | 0.27 | 1,961 | 2.89 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 14,343 | 9.34 | 3,116 | 12.17 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 923 | 201 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2,993 | 1.05 | 1 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 317,127 | 2.94 | 68,896 | 5.59 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 5,062 | 2.82 | 1,100 | 5.47 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 1,976 | 19.54 | 429 | 22.57 | ||||
| 2026-04-16 | 13F | Friday Financial | 6,817 | 4.46 | 1,481 | 7.09 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 63,472 | 1.44 | 13,789 | 4.06 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 6,032 | 1.94 | 1,310 | 4.63 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 1,989 | 14.06 | ||||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 31,480 | 0.87 | 6,839 | 3.48 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 25,226 | 4.08 | 5,473 | 6.77 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 29,982 | 0.88 | 6,514 | 3.48 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 33,256 | 0.34 | 7,225 | 2.93 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 29,245 | 4.39 | 6,353 | 7.08 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 152 | 33 | ||||||
| 2026-04-08 | 13F | General Partner, Inc. | 35,936 | 22.02 | 7,807 | 25.17 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 939 | 204 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 536 | 62.42 | 116 | 68.12 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 11,684 | 1.13 | 2,626 | 7.36 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 4,112 | 0.02 | 893 | 2.64 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 6,288 | 31.08 | 1,366 | 34.58 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 12,320 | 0.27 | 2,676 | 2.84 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 9,590 | 1.48 | 2,083 | 4.10 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 19,898 | 0.06 | 4,323 | 2.64 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 2,816 | 0.72 | 612 | 3.21 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 938 | 161.28 | 204 | 167.11 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 14,646 | 2.97 | 3,182 | 5.61 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 809,258 | 32.88 | 175,975 | 36.24 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 393,959 | 0.06 | 83,437 | 0.06 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 42,375 | 32.80 | 9,206 | 36.22 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 54,998 | 6.28 | 12 | 10.00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11,816 | 710.98 | 2,567 | 733.44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 223,342 | 164.59 | 48,521 | 171.41 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 1,733 | 3.52 | 376 | 6.21 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 1,421 | 0.57 | 309 | 3.01 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 12,126 | 0.01 | 2,634 | 2.61 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,481,210 | 2.95 | 321,793 | 5.61 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 21,122 | 17.05 | 4,760 | 21.27 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 2,035 | 44.02 | 442 | 47.83 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 169,301 | 0.55 | 36,781 | 3.14 |
