Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Vanguard Specialized Funds - Vanguard Real Estate ETF incluem Ieq Capital, Llc, Tiaa-cref Individual & Institutional Services, Llc, Krane Financial Solutions LLC, University of Illinois Foundation, Investment Planning Advisors, Inc., Alliance Wealth Advisors, LLC /UT, 111 Capital, GK Wealth Management LLC, Wright Fund Managment, LLC, Canandaigua National Corp, Advisor OS, LLC, Financial Solutions Advisory Group, Inc., Cerity Partners Retirement Plan Advisors LLC, Sylvest Advisors, LLC, Cedar Point Capital Partners, LLC, Marquette Associates, Inc., Creegan & Nassoura Financial Group, LLC, Vanguard National Trust Co, Southern Michigan Bank & Trust, e Emerald Investment Advisers, 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.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 6,028 | 0.02 | 535 | 0.19 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 21,253 | 5.70 | 1,885 | 5.96 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 174,117 | 20.10 | 15,444 | 20.38 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 2,826 | 251 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 4,595 | 11.96 | 438 | 18.75 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 4,979 | 442 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,281 | 3.39 | 114 | 3.67 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 14,095 | 0.03 | 1,250 | 0.32 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 2,500 | 0 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 129,455 | 25.54 | 11,483 | 25.83 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 31,055 | 45.69 | 2,755 | 46.02 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 28,844 | 1.76 | 2,559 | 1.99 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 83 | 7 | ||||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 252,337 | 11.04 | 22 | 10.00 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 7,874 | 51.95 | 698 | 52.40 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 127 | 0.79 | 0 | |||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 7,607 | 48.55 | 675 | 48.79 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 156,811 | 0.69 | 13,909 | 0.94 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 21,444 | 1,902 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 123,768 | 10,978 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11,095 | 13.91 | 984 | 14.29 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 4,358 | 8.92 | 387 | 9.04 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 23,424 | 0.70 | 2,078 | 0.92 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 253,269 | 22,465 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 13,679 | 1,213 | ||||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 101,903 | 3.89 | 9,039 | 4.12 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 183,400 | 17.56 | 16,268 | 14.65 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 6,012 | 15.50 | 533 | 15.87 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 105,489 | 3.29 | 9,357 | 3.53 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 26,749 | 0.33 | 2,373 | 0.55 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 20,300 | 11.88 | 1,801 | 12.15 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 3,268 | 24.31 | 290 | 24.57 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 3,081 | 5.73 | 273 | 6.23 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6,003 | 30.56 | 532 | 31.03 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 22,805 | 117.27 | 2,025 | 117.63 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 32,551 | 5.89 | 2,887 | 6.14 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 2,560 | 0.47 | 227 | 0.89 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 7,705 | 0.71 | 683 | -1.73 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 13,183 | 5.55 | 1,169 | 5.79 | ||||
| 2026-05-13 | 13F | Marex Group plc | 4,486 | 80.45 | 398 | 81.28 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 17,459 | 14.29 | 1,549 | 14.58 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 266,673 | 1.82 | 23,654 | 2.06 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 28,931 | 13.55 | 2,566 | 13.84 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 27,545 | 3.92 | 2,442 | 122,000.00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 11,439 | 1.10 | 1,014 | 1.30 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 83,720 | 9.67 | 7,426 | 9.93 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 85,428 | 15.47 | 7,578 | 15.73 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 29,867 | 0.02 | 3 | 0.00 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 3,660,600 | 2.44 | 324,695 | 2.68 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 38,283 | 50.04 | 3,396 | 50.42 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 600 | 53 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 17,485 | 2.05 | 1,551 | 2.24 | ||||
| 2026-05-12 | 13F | Croban | 37,653 | 3.85 | 3,340 | 4.08 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 9,362 | 830 | ||||||
| 2026-05-13 | 13F | WealthCollab, LLC | 82,125 | 8.43 | 7,284 | 8.68 | ||||
| 2026-04-29 | 13F | Invested Advisors | 6,127 | 4.04 | 543 | 4.22 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 91 | 33.82 | 8 | 33.33 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 7,480 | 0.04 | 663 | 0.30 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 864,880 | 0.34 | 76,715 | 0.58 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 31,563 | 10.95 | 2,800 | 11.20 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 7,838 | 52.14 | 694 | 47.45 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 187,509 | 6.77 | 16,632 | 7.03 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 2,779 | 2.28 | 246 | 2.50 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 7,674 | 8.01 | 681 | 8.28 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 25,015 | 37.14 | 2,219 | 37.42 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 5,228 | 1.08 | 464 | 1.31 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 15,252 | 26.77 | 1,353 | 27.07 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 99,764 | 219.78 | 8,828 | 209.54 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 23,794 | 2.98 | 2,110 | 3.23 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 39,469 | 0.42 | 3,501 | 0.66 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 7,016 | 1.98 | 681 | 12.01 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 2,636 | 234 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 115 | 10 | ||||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 2,880 | 4.73 | 255 | 4.94 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 78,538 | 2.58 | 6,966 | 2.82 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 45,430 | 74.36 | 4,030 | 74.79 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 11,439 | 1.87 | 1,015 | 2.11 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 84,970 | 0.33 | 7,537 | 0.56 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4,221 | 374 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9,558 | 6.83 | 848 | 7.08 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 2,855 | 253 | ||||||
| 2026-05-14 | 13F | Peak6 Llc | Put | 7,900 | 33.90 | 701 | 34.10 | |||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 33,702 | 10.40 | 2,989 | 10.66 | ||||
| 2026-05-14 | 13F | Peak6 Llc | 4,148 | 368 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 40,595 | 40.09 | 3,601 | 40.41 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 2,551 | 226 | ||||||
| 2026-05-11 | 13F | Fairfield University | 215,774 | 1.08 | 19,139 | 1.32 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 8,467 | 751 | ||||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 2,472 | 219 | ||||||
| 2026-05-14 | 13F | Campion Asset Management LLC | 81,542 | 2.64 | 7,233 | 2.89 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 2,373 | 210 | ||||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 6,771 | 9.90 | 601 | 10.09 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 114,420 | 10.41 | 10,149 | 10.68 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 245,563 | 140.15 | 21,781 | 140.73 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 141,214 | 3.01 | 12,526 | 3.25 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1 | 0 | ||||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 3,140 | 279 | ||||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 31,301 | 0.01 | 2,776 | 0.25 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 59,678 | 17.06 | 5,293 | 17.34 | ||||
| 2026-05-13 | 13F | Bank OZK | 10,296 | 0.86 | 913 | 1.11 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 147 | 13 | ||||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 106,878 | 7.43 | 10,370 | 13.92 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 560 | 146.70 | 50 | 145.00 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 5,588 | 12.89 | 496 | 13.01 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 5,079 | 13.93 | 452 | 13.89 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 35,664 | 13.22 | 3,156 | 9.59 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 34,501 | 9.01 | 3,060 | 9.29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 23,999 | 46.50 | 2,129 | 46.86 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 26,873 | 4.97 | 2,384 | 5.21 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 34,184 | 1.61 | 3,032 | 1.88 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 9,896 | 2.75 | 878 | 2.93 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 735 | 84 | ||||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 787 | 0.13 | 70 | 0.00 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 2 | 0 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 6,625 | 588 | ||||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 11,639 | 108.43 | 1,016 | 104.02 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 56,953 | 0.31 | 5,052 | 0.54 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 759 | 72.89 | 67 | 76.32 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 106,605 | 5.98 | 10,145 | 11.53 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 37,941 | 4.56 | 3,495 | 8.81 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12,681 | 12.30 | 1,125 | 12.51 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 3,781 | 21.15 | 335 | 21.38 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 262,380 | 2.12 | 23,273 | 2.37 | ||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 15,659 | 1,389 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 107 | 67.19 | 10 | 100.00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 45,614 | 4.38 | 4,046 | 4.66 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 90,969 | 1.04 | 8,070 | 1.28 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 48,326 | 21.44 | 4,287 | 21.73 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 103,616 | 1.33 | 9,191 | 1.57 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 217,260 | 6.24 | 19,271 | 6.49 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 2,382 | 1.06 | 211 | 1.44 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 54,227 | 4.68 | 4,810 | 4.91 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 20,120 | 26.63 | 1,780 | 22.59 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 109,381 | 0.52 | 9,702 | 0.76 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 276,709 | 9.51 | 24,544 | 9.77 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 2,799 | 265 | ||||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 3,078 | 0.59 | 273 | 1.11 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 32,924 | 9.74 | 2,920 | 10.02 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 34,949 | 1.53 | 3,100 | 1.74 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 3,993 | 354 | ||||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 130 | 34.02 | 12 | 37.50 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 11,644 | 1,126 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 70,237 | 15.23 | 6,230 | 15.52 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4,637 | 4.51 | 411 | 4.85 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 29,614 | 3.53 | 2,627 | 3.75 | ||||
| 2026-05-15 | 13F | Kinloch Capital, LLC | 29,193 | 2,589 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 4,318 | 66.53 | 384 | 67.69 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 2,007 | 28,571.43 | 178 | |||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 5,017 | 32.37 | 445 | 32.84 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 11,625 | 23.66 | 1,031 | 24.07 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 2,278 | 202 | ||||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 433,750 | 0.02 | 38,474 | 0.26 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5,521,305 | 7.67 | 493,207 | 8.69 | ||||
| 2026-04-27 | 13F | Consolidated Portfolio Review Corp | 52,185 | 1.08 | 4,629 | 1.31 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 25,025 | 2.14 | 2,220 | 2.35 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 16,749 | 3.25 | 1,486 | 3.48 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 10,070,180 | 0.31 | 893,225 | 0.55 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 19,704 | 16.21 | 1,748 | 16.47 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 1,130 | 100 | ||||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 277,909 | 3.63 | 24,651 | 4.84 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 16,743 | 1,462 | ||||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 849,940 | 1.06 | 75,390 | 1.30 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 4,233 | 1.05 | 376 | 1.35 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 759,691 | 7.18 | 67,385 | 7.44 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 6,038 | 536 | ||||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 3,280 | 7.22 | 291 | 7.41 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 3,268 | 0.09 | 290 | 0.35 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 1 | 0 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 9,795 | 4.56 | 869 | 3.21 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 4,555 | 99.43 | 404 | 100.00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 83,484 | 4.41 | 7,405 | 4.66 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 13,601 | 10.16 | 1,206 | 9.24 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 156,113 | 16.35 | 13,847 | 16.63 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 28,745 | 42.06 | 3 | 100.00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 254 | 23 | ||||||
| 2026-04-13 | 13F | Trust Co | 10,130 | 2.02 | 899 | 2.28 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 20,477 | 2.13 | 1,816 | 2.37 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1,837 | 11.74 | 163 | 11.72 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 15,822 | 6.06 | 1,403 | 6.29 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 10,817 | 2.03 | 959 | 2.24 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 31,842 | 4.67 | 2,824 | 4.90 | ||||
| 2026-05-13 | 13F | Cercano Management LLC | 106,191 | 9,419 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 2,198 | 194 | ||||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 880 | 61.76 | 78 | 62.50 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 17,140 | 16.40 | 1,520 | 16.65 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 299,616 | 4.16 | 27 | 4.00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 9,535 | 0.41 | 898 | 6.79 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 68,616 | 4.07 | 6,086 | 4.32 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 28,198 | 13.13 | 2,501 | 13.42 | ||||
| 2026-05-15 | 13F | Gillson Capital LP | 107,900 | 10 | ||||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 10,098 | 18.31 | 896 | 18.54 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 10,202 | 1.41 | 905 | 1.57 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 11,334 | 101 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 13,195 | 2.86 | 1,170 | 3.08 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 210,031 | 0.85 | 18,630 | 1.09 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 40,819 | 2.77 | 3,621 | 3.02 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 66,389 | 2.32 | 5,889 | 2.56 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 53,414 | 15.26 | 4,738 | 15.54 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 17,781 | 1,577 | ||||||
| 2026-05-13 | 13F | Cpwa, Llc | 4,933 | 477 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 745 | 325.71 | 66 | 340.00 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 144,944 | 1.08 | 12,857 | 1.32 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 12,831,491 | 6.98 | 1,138,153 | 7.23 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 23,613 | 9.47 | 2,095 | 9.75 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 3,000 | 266 | ||||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 7,660 | 679 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 18,747 | 1.09 | 1,790 | 9.09 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 119,666 | 23.42 | 10,614 | 23.71 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 127,600 | 5.04 | 11,318 | 5.29 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 3,956 | 1.07 | 351 | 1.16 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 13,824 | 0.37 | 1,226 | 0.66 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 8 | 1 | ||||||
| 2026-04-28 | 13F | Family CFO Inc | 22,671 | 4.59 | 2,011 | 4.80 | ||||
| 2026-05-11 | 13F | 111 Capital | 49,458 | 4,387 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 3,262 | 19.53 | 289 | 19.92 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 3,581 | 1.07 | 318 | 1.28 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 212 | 19 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 17,905 | 10.21 | 1,588 | 10.51 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 4,170 | 370 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1,588 | 258.47 | 141 | 258.97 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 133,902 | 2.71 | 11,890 | 3.02 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3,196 | 126.03 | 284 | 126.40 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 278,196 | 4.17 | 24,676 | 4.42 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 69,012 | 15.41 | 6,107 | 11.71 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 27,741 | 70.37 | 2,633 | 79.54 | ||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 8,989 | 0.71 | 797 | 1.01 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 359 | 13.97 | 32 | 14.81 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 71,220 | 11.64 | 6,317 | 11.90 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 23,238 | 107.48 | 2,061 | 107.97 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 5,374 | 1.09 | 477 | 1.28 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 442,545 | 10.91 | 39,254 | 11.17 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 141,434 | 0.76 | 12,545 | 1.00 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 190,395 | 1.01 | 16,888 | 1.25 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 6,635 | 13.77 | 589 | 13.95 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 695 | 537.61 | 62 | 577.78 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 6,998 | 2.47 | 621 | 2.65 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 3,125 | 21.31 | 277 | 22.03 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 25,885 | 2.30 | 2,296 | 2.55 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 1,694 | 6.54 | 150 | 7.14 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 82,450 | 6.83 | 7,313 | 7.09 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 121,180 | 2.41 | 10,749 | 2.01 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 12,719 | 41.89 | 1,128 | 42.24 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 302 | 27 | ||||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2,948 | 261 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 6,924 | 0.49 | 614 | 0.82 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 17,550 | 1,536 | ||||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 3,121 | 25.69 | 277 | 26.03 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 3,094 | 1.05 | 274 | 1.48 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 44,109 | 7.96 | 3,912 | 8.22 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 42,752 | 4.63 | 3,792 | 4.90 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114,083 | 0.90 | 10,110 | 1.14 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 19,845 | 3.91 | 1,760 | 4.14 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 5,535 | 14.43 | 491 | 14.49 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 27,611 | 22.63 | 2,449 | 22.94 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 9,352 | 15.73 | 830 | 15.94 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 3,543 | 3.54 | 314 | 3.97 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 16,489 | 5.09 | 1,463 | 5.33 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 11,275 | 4.62 | 1,000 | 4.93 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 7,634 | 8.47 | 677 | 8.84 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 3,195 | 10.63 | 0 | |||||
| 2026-04-02 | 13F | Horizons Wealth Management | 117,118 | 1.59 | 10,388 | 1.83 | ||||
| 2026-04-24 | 13F | Whelan Financial | 264,486 | 1.92 | 23,460 | 2.16 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 10,243 | 0.15 | 1 | |||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 58,364 | 5,177 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 950,636 | 228.41 | 84,468 | 226.34 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 97 | 0 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 5,283 | 0.48 | 469 | 0.65 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 2,776 | 0.73 | 246 | 1.23 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 33,930 | 11.57 | 3,010 | 11.82 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3,383 | 7.09 | 300 | 7.53 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 414,124 | 7.52 | 36,733 | 7.78 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2,800 | 248 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 83,152 | 5.81 | 7,376 | 6.05 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 29,058 | 17.09 | 2,577 | 17.35 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 3,193 | 19.99 | 283 | 20.43 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 2,229 | 0.22 | 198 | 0.51 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 80,342 | 0.87 | 7,126 | 1.11 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 16,590 | 10.56 | 1,472 | 10.85 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 114,760 | 253.61 | 10,179 | 254.55 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 18,755 | 1,664 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 6,709 | 0.51 | 595 | 0.85 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2,894 | 257 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 323 | 29 | ||||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 28,141 | 5.50 | 2,496 | 5.76 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 65,301 | 38.01 | 5,792 | 38.33 | ||||
| 2026-05-13 | 13F | University of Illinois Foundation | 107,990 | 9,579 | ||||||
| 2026-04-28 | 13F | David Kennon Inc | 84,232 | 2.46 | 7,471 | 2.71 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 49,561 | 1.04 | 4,396 | 1.29 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 1,399 | 209 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18,445 | 41.38 | 1,636 | 41.77 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 9,394 | 15.96 | 833 | 16.34 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 12,828 | 3.36 | 1,138 | 3.55 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 17,889 | 0.38 | 1,587 | 0.63 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 2,300 | 204 | ||||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 27,982 | 1.09 | 2,482 | 1.35 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 6,081,260 | 8,501.99 | 146 | -97.67 | ||||
| 2026-04-24 | 13F | Balentine LLC | 1,137 | 22.65 | 101 | 21.95 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 49,007 | 3.67 | 4,347 | 3.90 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 30,582 | 14.18 | 2,713 | 14.43 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 26,948 | 3.27 | 2,390 | 3.51 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 62,943 | 23.93 | 5,477 | 21.87 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 38,219 | 0.56 | 3,390 | -2.50 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 13,582 | 61.77 | 1,205 | 62.26 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 39,321 | 7.58 | 3,488 | 7.82 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 16 | 100.00 | 1 | |||||
| 2026-05-11 | 13F | United Bank | 80,710 | 3.40 | 7,159 | 3.63 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 3,512 | 1.94 | 312 | 2.30 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 8,571 | 51.19 | 752 | 50.10 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 7,058 | 2.14 | 626 | 2.45 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 170,379 | 1.34 | 15,113 | 1.58 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 14,337 | 6.14 | 1,271 | 6.45 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 117,361 | 4.65 | 10,410 | 4.89 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 10 | 1 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 95,720 | 33.46 | 8,490 | 33.79 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 116,248 | 13.95 | 10,311 | 14.22 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 32,258 | 2.83 | 2,861 | 3.10 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 42,620 | 11.37 | 3,779 | 11.58 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3,282 | 291 | ||||||
| 2026-04-24 | 13F | Essex LLC | 4,325 | 1.10 | 384 | 1.32 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 3,124 | 10.27 | 277 | 10.80 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 11,587 | 1,028 | ||||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 10,865 | 14.10 | 964 | 14.37 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 3,148 | 1.06 | 279 | 1.45 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 84,729 | 0.01 | 7,515 | 0.25 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 34,154 | 13.25 | 3,029 | 13.53 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 65,599 | 5.83 | 5,819 | 6.09 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 42,620 | 3,779 | ||||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 1,393,147 | 18.63 | 123,572 | 18.91 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 20,739 | 12.01 | 1,840 | 12.27 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 605 | 44.39 | 54 | 43.24 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 9,181 | 84.32 | 814 | 85.00 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 17,155 | 132.17 | 2 | |||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 29,456 | 0.32 | 2,613 | 0.54 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 307 | 0.33 | 27 | 0.00 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 3,362 | 13.47 | 298 | 13.74 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 201,443 | 5.74 | 17,868 | 5.99 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 1,393,147 | 18.63 | 123,572 | 18.91 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 16,034 | 0.89 | 1,422 | 1.14 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 9,142 | 12.57 | 811 | 12.81 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1,525 | 0.99 | 135 | 1.50 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 2,872 | 0.70 | 255 | 0.79 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 208,089 | 4.18 | 18,457 | 4.43 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 236,628 | 6.93 | 20,989 | 7.18 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 11,748 | 0.94 | 1,042 | 1.26 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 470 | 42 | ||||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 370 | 1.09 | 33 | 0.00 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2,949 | 7.94 | 262 | 8.30 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 3,140 | 3.97 | 279 | 4.12 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1,482 | 131 | ||||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 130 | 0.78 | 12 | 0.00 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 23,077 | 2,047 | ||||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 39,340 | 1.87 | 3,489 | 2.11 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 16,677 | 27.15 | 1,479 | 27.50 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 2,677 | 14.30 | 0 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 36,834 | 141.68 | 3,267 | 142.36 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 637,628 | 2.79 | 56,558 | 3.03 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 137,077 | 72.89 | 12,159 | 73.29 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 4,781 | 21.35 | 424 | 21.84 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 5,383 | 477 | ||||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 32,508 | 1.53 | 2,883 | 1.76 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 4,825 | 428 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 27,992 | 22.57 | 2,483 | 22.87 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 660 | 153.85 | 60 | 156.52 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 2,790 | 11.96 | 247 | 12.27 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 3,207 | 284 | ||||||
| 2026-05-14 | 13F | Virtu Financial LLC | 62,284 | 95.46 | 6 | 150.00 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 240,523 | 3.13 | 21,334 | 3.38 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2,212,485 | 196,247 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 752 | 144.95 | 67 | 148.15 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2,280 | 202 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 255,300 | 191.77 | 22,645 | 192.50 | |||
| 2026-05-05 | 13F | Covestor Ltd | 4,758 | 4.00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 33,877 | 103.06 | 3,005 | 103.52 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 11,355 | 3.39 | 1,007 | 3.71 | ||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 4,994 | 0 | ||||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 9,582 | 8.85 | 850 | 9.13 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 107 | 1,237.50 | 9 | |||||
| 2026-04-08 | 13F | Warner Financial, Inc | 12,418 | 1.31 | 1,101 | 110,000.00 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 24,568 | 2.43 | 2,179 | 1.87 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 107,316 | 8.51 | 9,519 | 8.76 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 107,594 | 13.78 | 9,544 | 14.04 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 195,158 | 213.26 | 17,308 | 213.99 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 25,435 | 2.12 | 2,256 | 2.41 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 72,507 | 7.37 | 6,431 | 7.63 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 375 | 0.81 | 33 | 3.13 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 28,213 | 2,502 | ||||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 3,904 | 1.43 | 346 | -1.42 | ||||
| 2026-04-22 | 13F | Patton Fund Management, Inc. | 68,856 | 24.73 | 6,108 | 25.02 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 3,168 | 4.04 | 281 | 4.46 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 42,264 | 0.08 | 3,749 | 0.32 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 28,715 | 9.10 | 2,547 | 9.32 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 58,289 | 1.15 | 5,170 | 1.39 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 6,672 | 3.20 | 592 | 3.32 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 474,337 | 6.29 | 42,074 | 6.55 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 19,334 | 15.15 | 1,715 | 15.42 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,615 | 143 | ||||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3,434 | 3.00 | 305 | 3.40 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 4,975 | 22.81 | 441 | 23.18 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4,371 | 2.41 | 388 | 2.65 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 28,977 | 0.73 | 2,570 | 0.98 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 182,890 | 6.32 | 16,222 | 108,046.67 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 21,155 | 53.32 | 1,876 | 53.77 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 10,356 | 2.64 | 919 | 2.91 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 12,596 | 15.27 | 1,117 | 15.63 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 36 | 3 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 425 | 29.18 | 38 | 27.59 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 35,391 | 0.50 | 3,139 | 0.74 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 2,564 | 8.46 | 227 | 8.61 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 240,633 | 5.87 | 21,344 | 6.12 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 21,935 | 1.10 | 2 | 0.00 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 25,084 | 12.21 | 2,225 | 12.44 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 16,054 | 6.64 | 1,424 | 6.91 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 7,754 | 688 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 32 | 3 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Put | 200,000 | 17,740 | |||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 21,418 | 5.12 | 1,900 | 5.38 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3,705 | 63.36 | 324 | 61.50 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 30,238 | 0.05 | 2,682 | 0.30 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 101,482 | 70.15 | 8,940 | 63.98 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1,515 | 0.13 | 134 | 0.75 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3,516 | 5.81 | 312 | 5.78 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 3,396 | 45.00 | 324 | 56.04 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 34,859 | 4.99 | 3,092 | 5.28 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 2,353 | 0.43 | 227 | 9.18 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 3,466 | 0.20 | 307 | 0.33 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 922 | 1.54 | 82 | 1.25 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 15,007 | 6.12 | 1,331 | 6.39 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1,254 | 111 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 7,629 | 1.77 | 677 | 1.96 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 56 | 5 | ||||||
| 2026-05-14 | 13F | Capula Management Ltd | 2,875 | 255 | ||||||
| 2026-05-11 | 13F | Sava Infond d.o.o. | 1,100 | 98 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 19,235 | 1.28 | 1,706 | 1.55 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 16,186 | 0.24 | 1,436 | 0.49 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 182,200 | 2.55 | 16,161 | 2.80 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 4,606 | 25.74 | 409 | 25.93 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 113,634 | 100.00 | 10,346 | 100.00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 41,077 | 10.72 | 3,644 | 11.00 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 61,600 | 4.88 | 5 | 0.00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 3,563 | 0.51 | 316 | 0.96 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 7,762 | 4.89 | 688 | 5.20 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 455,462 | 6.09 | 40,399 | 6.34 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 9,733 | 11.49 | 863 | 11.79 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 3,387 | 7.22 | 300 | 7.53 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 42,865 | 17.70 | 3,802 | 18.00 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 8,737 | 12.78 | 775 | 12.99 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15,995 | 1.09 | 1,418 | 1.21 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 17,326 | 2.34 | 1,537 | 2.54 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 4,804 | 0 | ||||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 146,803 | 5.46 | 13 | 8.33 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 97,277 | 17.46 | 8,629 | 17.74 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 4,259 | 39.91 | 378 | 40.15 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2,026 | 8.00 | 180 | 7.83 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 53,681 | 13.08 | 4,761 | 13.36 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 3,650 | 126.71 | 324 | 1.25 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 584 | 9.16 | 52 | 8.51 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 32,829 | 20.49 | 2,912 | 20.79 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 45,088 | 17.09 | 3,999 | 17.38 | ||||
| 2026-05-14 | 13F | Prime Buchholz LLC | 22,004 | 8.58 | 1,952 | 8.81 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 181 | 0 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4,337 | 3.58 | 385 | 3.78 | ||||
| 2026-05-18 | 13F | South Dakota Investment Council | 38,780 | 2.05 | 3 | 0.00 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 43,494 | 3.00 | 3,858 | 3.24 | ||||
| 2026-04-24 | 13F | Bayban | 3,641 | 0.19 | 323 | 0.31 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 196,543 | 1,865.04 | 17,433 | 1,869.83 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 23,677 | 12.31 | 2,100 | 12.60 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 31,333 | 17.31 | 2,779 | 17.60 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 44,884 | 7.40 | 3,981 | 6.44 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 477,833 | 1.21 | 42 | 2.44 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19,133 | 108.90 | 1,697 | 109.51 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 29,187 | 2.87 | 2,589 | 3.11 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 11,386 | 0.78 | 1,010 | 1.00 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 2,769 | 0.18 | 246 | 0.41 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 45 | 4,400.00 | 4 | |||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1,186 | 1.11 | 105 | 1.94 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 178,898 | 33.35 | 15,925 | 34.15 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 44,489 | 26.65 | 3,946 | 26.96 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 57,672 | 109.94 | 5 | 150.00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 691,627 | 0.44 | 61,347 | 0.67 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 6,636 | 0.71 | 589 | 0.86 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 11,629 | 0.28 | 1,032 | 0.49 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 59,726 | 5,298 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 14,459 | 101.13 | 1,283 | 101.57 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 23,663 | 3.12 | 2,099 | 3.35 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 37,306 | 21.68 | 3,309 | 21.97 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 6,309 | 11.68 | 560 | 12.02 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 488 | 43 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 7,798 | 0.19 | 692 | 0.44 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 2,836 | 1.18 | 252 | 1.21 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 50,934 | 0.68 | 4,518 | 0.92 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 0 | 0 | ||||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 23,526 | 16.94 | 2,087 | 17.19 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 83,495 | 7,406 | ||||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 17,225 | 5.06 | 1,528 | 5.31 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 62 | 24.00 | 5 | 25.00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3,431,398 | 27.32 | 304,365 | 27.62 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 334,104 | 7.20 | 30 | 7.41 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 63 | 6 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 160 | 2,566.67 | 14 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 66,220 | 2.95 | 5,874 | 3.20 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 5,176 | 3.62 | 461 | 4.31 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 485,471 | 6.85 | 43,061 | 7.11 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 10,539 | 8.39 | 935 | 8.60 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 29 | 3 | ||||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 225,487 | 5,538.58 | 20,001 | 5,565.72 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 71,349 | 0.96 | 6,329 | 1.20 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 6,594 | 0.12 | 585 | 0.34 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 34,311 | 3,043 | ||||||
| 2026-05-18 | 13F | Graney & King, LLC | 792 | 0.25 | 70 | 1.45 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 5,024 | 22.48 | 446 | 22.59 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2,773 | 0.62 | 246 | 0.82 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 23,704 | 1.25 | 2,103 | 1.50 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 99,406 | 747.67 | 8,817 | 750.24 | ||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 5,212 | 0.17 | 462 | 0.43 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 108,858 | 4.27 | 9,656 | 4.51 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 9,122 | 46.09 | 809 | 46.56 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 10,764 | 958 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4,136 | 1.00 | 367 | 1.10 | ||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 2 | 0 | ||||||
| 2026-05-11 | 13F | VeraBank, N.A. | 59,978 | 2.72 | 5,320 | 2.98 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 2,813 | 0.18 | 250 | 0.40 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 44,391 | 0.15 | 3,938 | 0.38 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 39,965 | 3.94 | 3,545 | 4.17 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 16,992 | 52.09 | 1,507 | 52.53 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 222,529 | 10.98 | 19,738 | 11.24 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2,622 | 233 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 18,501 | 17.43 | 1,641 | 17.72 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 42,957 | 2.19 | 3,810 | 2.45 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 2,860 | 11.28 | 254 | 11.45 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 9,508 | 23.11 | 843 | 23.43 | ||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 165,683 | 3.81 | 14,696 | 4.06 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | Put | 125,000 | 312 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 132 | 450.00 | 12 | 450.00 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 18,878 | 10.19 | 2 | 0.00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 114,306 | 183.15 | 10,139 | 183.82 | ||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 52,185 | 1.08 | 4,629 | 1.31 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 5,175 | 2.33 | 458 | -1.08 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 14,570 | 0.07 | 1,292 | 0.31 | ||||
| 2026-05-15 | 13F | Perbak Capital Partners LLP | 97,504 | 8,649 | ||||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 6,376 | 0.13 | 566 | 0.36 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 741 | 0.41 | 66 | 0.00 | ||||
| 2026-04-29 | 13F | Great Hill Capital LLC | 10,134 | 84.25 | 899 | 84.77 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 54,141 | 12.27 | 4,802 | 12.54 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 2,414 | 214 | ||||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 82,284 | 8.94 | 7 | 16.67 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2,983 | 0.44 | 265 | 0.76 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 17,473 | 7.88 | 1,649 | 15.00 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 304,249 | 5.32 | 26,987 | 5.56 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1,500,954 | 7.46 | 133,135 | 7.72 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 24,632 | 29.91 | 2,185 | 30.23 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 8,587 | 2.02 | 762 | 2.28 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5,718 | 32.21 | 506 | 27.85 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 20,662 | 4.10 | 1,833 | 4.33 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 12,803 | 2.02 | 1,136 | 2.25 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 320 | 0.95 | 28 | 0.00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 626,007 | 5.00 | 55,542 | 5.28 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 5,894 | 61.97 | 523 | 62.62 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 3,205 | 6.41 | 284 | 6.77 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 56,910 | 1.42 | 5,048 | 1.65 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 9,814 | 1.55 | 871 | 1.75 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 30,718 | 3.06 | 2,725 | 3.30 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 121,556 | 73,570.30 | 11 | 0.00 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 3,048 | 2.45 | 270 | 2.66 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 15,203 | 1,349 | ||||||
| 2026-06-01 | 13F | Dala Group, LLC | 5,793 | 514 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 97,887 | 9.08 | 8,683 | 9.33 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 4,089 | 2.20 | 363 | 2.55 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 2,837 | 252 | ||||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 34,200 | 7.40 | 3,034 | 7.67 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 122,076 | 3.08 | 10,828 | 3.33 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 9,514 | 28.17 | 844 | 28.51 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 71,225 | 1.11 | 6,318 | 1.35 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 17,966 | 1.79 | 1,594 | 2.05 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 271 | 24 | ||||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 17,088 | 1,516 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 21,943 | 0.21 | 1,946 | 0.46 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 6,281 | 102.22 | 557 | 103.28 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 57,578 | 20.48 | 5,107 | 20.76 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 10,965 | 973 | ||||||
| 2026-05-07 | 13F | Bard Associates Inc | 139,167 | 0.17 | 12,344 | 0.41 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 100,988 | 5.26 | 8,958 | 5.51 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 8,096 | 23.41 | 718 | 23.79 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 139,753 | 5.94 | 12,396 | 6.19 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 11,457 | 364.60 | 1,016 | 366.06 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 175,363 | 0.59 | 15,555 | 0.83 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 3,210 | 0.44 | 285 | 0.71 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 13,397 | 1.07 | 1,250 | 1.05 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 40,636 | 5.29 | 3,604 | 5.53 | ||||
| 2026-05-11 | 13F | Commerce Bank | 161,275 | 2.89 | 14,305 | 3.14 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 16,879,079 | 4.51 | 1,497,174 | 4.76 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 23,068 | 348.62 | 2,046 | 350.66 | ||||
| 2026-04-10 | 13F | Novem Group | 28,165 | 2.56 | 2,498 | 2.80 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 182,621 | 68.24 | 16,198 | 68.64 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 7,351 | 1.79 | 652 | 2.03 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 37,710 | 3,345 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 93,602 | 3,266.98 | 8,302 | 3,274.80 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 88,439 | 19.44 | 7,845 | 19.72 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 94,672 | 2.76 | 8,399 | 3.01 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 192 | 17 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 6,031 | 90.43 | 535 | 90.71 | ||||
| 2026-05-04 | 13F | TrustBank | 2,726 | 242 | ||||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 3,756 | 333 | ||||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 6,539 | 0.43 | 580 | 0.69 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11,907 | 2.87 | 1,056 | 3.13 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 21,345 | 6.20 | 2 | 0.00 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 15,684 | 1,391 | ||||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 34,021 | 8.20 | 3,018 | 8.45 | ||||
| 2026-04-22 | 13F | Gold Investment Management Ltd. | 3,410 | 0.74 | 302 | 1.00 | ||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 117,761 | 10,445 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 303,877 | 11.13 | 26,954 | 11.39 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 9,565 | 848 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1,106 | 2.41 | 98 | 3.16 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 42,861 | 3.30 | 3,802 | 3.54 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 36,988 | 2.00 | 3,281 | 2.24 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 802,137 | 122.97 | 71,150 | 123.50 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 509,075 | 1.22 | 45,155 | 1.46 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 693,670 | 5.36 | 61,528 | 5.61 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 9,724 | 17.55 | 863 | 17.92 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 942 | 84 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 23,315 | 18.27 | 2,068 | 17.78 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 2,511 | 6.90 | 223 | 7.25 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 20,374 | 735.00 | 1,807 | 740.47 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 590 | 2.97 | 52 | 4.00 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 185 | 16 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 5,322 | 50.30 | 472 | 50.80 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 2,348 | 0.43 | 208 | 0.97 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 12,408 | 3.30 | 1,143 | 7.63 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 93,133 | 3.21 | 8,261 | 3.46 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 36,935 | 6.49 | 3,276 | 6.74 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 18,516 | 2 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 141,261 | 5.82 | 13 | 9.09 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 15,370 | 1,360 | ||||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 8,069 | 1.96 | 716 | 2.14 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 120,199 | 19.91 | 10,662 | 20.19 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 35,618 | 3.90 | 3,394 | 4.69 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 0 | 0 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 2,367 | 0.08 | 210 | 0.00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 11,518 | 27.88 | ||||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 3,620 | 3.43 | 321 | 3.88 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2,362,887 | 13.34 | 209,588 | 13.61 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 1,558,678 | 3.48 | 138,255 | 3.73 | ||||
| 2026-05-13 | 13F | Hudson Bay Capital Management LP | 130,000 | 30.00 | 11,531 | 30.31 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 11,239 | 997 | ||||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 18,994 | 1.45 | 1,685 | 1.69 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 4,221 | 52.66 | 374 | 53.28 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 13,040 | 1.91 | 1,157 | 2.12 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 75,841 | 8.75 | 6,727 | 9.03 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 11,440 | 1.14 | 1,015 | 1.10 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 20,983 | 5.29 | 1,947 | 10.32 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 41,358 | 9.20 | 3,668 | 9.46 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 7,459 | 7.18 | 662 | 7.48 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 4,339 | 385 | ||||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 3,734 | 331 | ||||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 4,675 | 415 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 392 | 0.51 | 35 | 0.00 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 3,200 | 4.64 | 302 | 11.85 | ||||
| 2026-05-06 | 13F | Drystone LLC | 81,280 | 0.06 | 7,209 | 0.29 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 2,311 | 0.57 | 205 | 0.49 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 26,002 | 23.48 | 2 | 100.00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 7,041 | 10.10 | 681 | 20.35 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 2,951 | 262 | ||||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 8,845 | 9.28 | 785 | 9.50 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 23,956 | 5.45 | 2,125 | 5.67 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 10,538 | 3.12 | 935 | 3.32 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 3,075 | 0.26 | 273 | 0.37 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 2,428 | 0.96 | 215 | 1.42 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 49,614 | 5.46 | 4,401 | 5.69 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 15,484 | 100.00 | 1,371 | 100.15 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 408,541 | 4.49 | 36,238 | 4.74 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 22,777 | 8.07 | 2 | 100.00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 3,513 | 26.28 | 312 | 26.42 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 8,952 | 0.53 | 794 | 0.89 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1,015 | 90 | ||||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 4,910 | 53.92 | 436 | 54.26 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 1,387,610 | 5.11 | 123,081 | 5.36 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 6,018 | 3.51 | 534 | 3.70 | ||||
| 2026-05-14 | 13F | Betterment LLC | 81,141 | 0.19 | 7 | 0.00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 106,868 | 2.11 | 9,457 | -1.17 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 37,832 | 5.34 | 3,356 | 5.57 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 452,995 | 3.80 | 40,181 | 4.05 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 110,740 | 6.53 | 9,823 | 6.78 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 1,955 | 173 | ||||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 5,319 | 1.47 | 472 | 1.73 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 16,756 | 6.89 | 1,486 | 4.35 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 65,368 | 8.65 | 5,798 | 8.90 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 95,970 | 51.90 | 8,513 | 52.27 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 4,145 | 23.92 | 368 | 24.41 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5,852 | 18.39 | 519 | 18.76 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 16,851 | 7.63 | 1,495 | 7.87 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 2,261 | 201 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 14,037 | 0.57 | 1,245 | 0.81 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 3 | 0 | ||||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 399 | 320.00 | 35 | 337.50 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 5,061 | 0.14 | 449 | 0.22 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2,078 | 20.74 | 184 | 21.05 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 226,342 | 5.12 | 20,077 | 5.37 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 2,257 | 200 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 416,776 | 2.83 | 36,968 | 3.39 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 344 | 31 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 10,667 | 2.69 | 946 | 2.94 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 16,656 | 1.22 | 1,477 | 1.44 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 2,941 | 0.96 | 261 | 1.17 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 18,032 | 1.93 | 1,599 | -4.71 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2,748 | 51.07 | 245 | 52.50 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 16,519 | 1.28 | 1,465 | 1.52 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2,154,411 | 30.00 | 191,096 | 30.31 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 19,024 | 1.14 | 1,687 | 1.38 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 289,964 | 11.80 | 25,720 | 12.07 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2,120,019 | 6.74 | 188,024 | 6.98 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1,022,472 | 31.13 | 90,693 | 31.44 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 20,468 | 0.00 | 1,816 | 0.22 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 16,882 | 6.92 | 1,497 | 7.16 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 4,877 | 98.01 | 433 | 99.08 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 6,090 | 2.37 | 540 | 2.66 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 3,536 | 1.09 | 314 | 1.29 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 99,248 | 6.22 | 8,803 | 6.48 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 39,885 | 4.60 | 3,856 | 14.29 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4,025 | 3.13 | 357 | 3.48 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 31,730 | 21.19 | 2,814 | 21.50 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 17,111 | 0.29 | 2 | 0.00 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 32,504 | 0.02 | 2,883 | 0.28 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 12,015 | 19.52 | 1,132 | 27.33 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 185,254 | 5.62 | 16,432 | 5.88 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 11,606 | 1.58 | 1,126 | 6.83 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 2,914 | 0.10 | 258 | 0.39 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 100 | 9 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 74,783 | 7.22 | 6,633 | 7.49 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 3,556 | 315 | ||||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 56,489 | 15.68 | 4,915 | 13.02 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 2,338 | 2.54 | 207 | 2.99 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 89,308 | 24.55 | 7,922 | 24.84 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 52,089 | 5.80 | 4,620 | 6.06 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 37,198 | 8.98 | 3,299 | 9.24 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 9,466 | 0.48 | 840 | 0.60 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 17,482 | 6.68 | 1,551 | 6.90 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 50,630 | 3.88 | 4,491 | 4.13 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5,647 | 11.91 | 501 | 12.11 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 491 | 139.51 | 44 | 138.89 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 27,318 | 21.28 | 2,417 | 17.39 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 197,319 | 2.52 | 17,502 | 2.77 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 17,118 | 7.38 | 1,518 | 7.66 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 24,064 | 0.18 | 2,134 | 0.42 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 2,265 | 0.62 | 201 | 0.50 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 162 | 0.62 | 14 | 0.00 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 6,931 | 8.38 | 615 | 8.67 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 48,353 | 4,223 | ||||||
| 2026-04-29 | 13F | Navalign, LLC | 151,588 | 14.13 | 13,446 | 14.40 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 152,650 | 0.14 | 13,540 | 0.38 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 4,611 | 6.49 | 409 | 6.53 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 13,624 | 4.69 | 1,208 | 4.95 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 7,111 | 7.60 | 633 | 8.39 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 68,853 | 11.04 | 6,107 | 11.30 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3,216 | 285 | ||||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 65,755 | 5,832 | ||||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 63,655 | 2.68 | 5,646 | 2.94 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 412,638 | 28.83 | 36,601 | 29.13 | ||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 53,492 | 0.45 | 4,745 | 0.68 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 21,808 | 268.07 | 1,968 | 253.78 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 11,868 | 1,053 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 45,229 | 16.64 | 4,012 | 16.90 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 6,871 | 11.87 | 609 | 12.15 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 165,548 | 3.73 | 14,684 | 3.98 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 24,703 | 16.44 | 2,192 | 16.73 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 6,563 | 154.58 | 582 | 155.26 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 12,743 | 19.61 | 1,130 | 19.96 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 114,788 | 10,182 | ||||||
| 2026-04-21 | 13F | SWS Partners | 2,760 | 0.22 | 245 | 0.41 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 3,120 | 3.83 | 277 | 4.15 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 383,726 | 16.69 | 33,957 | 12.96 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 150 | 13 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 459 | 41 | ||||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 1,448,406 | 3.37 | 128,474 | 3.62 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 19,584 | 18.05 | 1,736 | 18.34 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 36,692 | 1.95 | 3,255 | 2.20 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 66,106 | 31.04 | 5,864 | 31.34 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 322,411 | 24.31 | 28,530 | 20.33 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 31,178 | 75.82 | 2,765 | 76.23 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 233,851 | 19.48 | 20,743 | 19.76 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 19,425 | 8.92 | 2 | 0.00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 229 | 20 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 6,508 | 577 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 2,773 | 0.33 | 246 | 0.82 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 12,966 | 15.06 | 1,150 | 15.35 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 375,869 | 0.62 | 33,340 | 0.86 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 5 | 25.00 | 0 | |||||
| 2026-05-15 | 13F | Clifford Group, LLC | 9,143 | 6.84 | 811 | 7.13 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 2,565 | 228 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 155,424 | 6.87 | 13,786 | 114,783.33 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 35,694 | 0.60 | 3,166 | 0.86 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 3,053 | 0.03 | 271 | 0.00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 15,085 | 0.57 | 1,338 | 0.83 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 135,786 | 14.42 | 12,044 | 14.69 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 35,842 | 9.99 | 3 | 50.00 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 82,390 | 5.43 | 7,308 | 5.70 | ||||
| 2026-04-30 | 13F | Conning Inc. | 47,789 | 4.74 | 4,239 | 4.98 | ||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 13,655 | 12.67 | 1,211 | 12.97 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 77,937 | 14.25 | 6,913 | 14.53 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 13,215 | 3.08 | 1,172 | 3.35 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 195,683 | 2.52 | 17,357 | 1.93 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 14 | 4 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 127,103 | 3.63 | 11,274 | 3.88 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 417,129 | 54.11 | 36,999 | 54.48 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 34,199 | 1.85 | 3,033 | 2.09 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 7,991 | 5.12 | 709 | 5.36 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 6,155 | 0.41 | 546 | 0.55 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 27,743 | 34.52 | 2 | 100.00 | ||||
| 2026-05-04 | 13F | Nwam Llc | 128,627 | 2.01 | 11,409 | 1.63 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 53,438 | 12.25 | 4,740 | 12.51 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 378 | 15.95 | 34 | 17.86 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3,450 | 2,953.10 | 306 | 3,300.00 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 4,583 | 0.42 | 407 | 0.74 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1,151 | 102 | ||||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 140,723 | 5.87 | 9,963 | 8.02 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 158,129 | 6.85 | 14,026 | 7.11 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 88,250 | 8.96 | 7,828 | 9.21 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 177,240 | 302.51 | 15,721 | 300.23 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 4,710 | 54.22 | 418 | 54.44 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 39,621 | 2.93 | 3,514 | 3.17 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 2,847 | 0.35 | 253 | 0.40 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 583 | 52 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 61,033 | 3.10 | 5,414 | 0.20 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 182,211 | 31.84 | 16,162 | 32.15 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 37,875 | 0.07 | 3,360 | 0.30 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 50,189 | 4.19 | 4,452 | 4.43 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 300 | 34.53 | 27 | 36.84 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 13,185 | 2.60 | 1,170 | 2.81 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 19,850 | 5.30 | 1,761 | 5.52 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 72,163 | 8.77 | 6,401 | 9.03 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 25,377 | 9.65 | 2,251 | 9.86 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 6,087 | 2.17 | 540 | 2.28 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 32,962 | 2.51 | 2,924 | 2.74 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 177,707 | 0.26 | 15,763 | 0.50 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 9,168 | 0.04 | 813 | 0.37 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 2,291 | 44.27 | 203 | 45.00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 486,852 | 0.97 | 43,184 | 1.20 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 269,715 | 3.62 | 23,924 | 3.86 | ||||
| 2026-05-07 | 13F | Saratoga Research & Investment Management | 5,414 | 480 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 24,861 | 9.62 | 2,205 | 9.92 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 6,166 | 0.11 | 547 | 0.18 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 35,421 | 66.31 | 3,142 | 66.72 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 2,625 | 1.08 | 233 | 1.31 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 65,100 | 3.53 | 5,774 | 3.77 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 6,756 | 1.61 | 599 | 1.87 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 14,645 | 17.47 | 1,299 | 17.77 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 21,861 | 80.76 | 1,939 | 81.21 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 101,501 | 1.41 | 9,003 | 1.66 | ||||
| 2026-05-11 | 13F | Richmond Brothers, Inc. | 69,588 | 94.15 | 6,172 | 94.64 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 860 | 75 | ||||||
| 2026-05-08 | 13F | Dockside LLC | Put | 10,076 | 894 | |||||
| 2026-04-20 | 13F | Vanderbilt University | 865,645 | 1.08 | 76,783 | 1.32 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 157,522 | 1.15 | 13,969 | 1.36 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 303,513 | 2.14 | 26,922 | 2.38 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 36,980 | 127.40 | 3,280 | 127.94 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 3,225 | 0.06 | 286 | 0.35 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 2,731 | 0.81 | 242 | 1.26 | ||||
| 2026-05-15 | 13F | Obsido Oy | 33,767 | 7.10 | 2,995 | 7.35 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 40,542 | 7.27 | 3,596 | 7.54 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 138,369 | 89.07 | 12,273 | 89.54 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 4,119 | 11.75 | 365 | 11.96 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 31,916 | 1.87 | 2,831 | 2.09 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 8,662 | 5.22 | 768 | 5.49 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 4,230 | 51.34 | 375 | 51.82 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 58,246 | 1.49 | 5,166 | 1.73 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 5,202 | 4.52 | 461 | 4.54 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 590,300 | 77.32 | 52,360 | 77.74 | |||
| 2026-04-10 | 13F | Matrix Trust Co | 43,589 | 0.46 | 4 | 0.00 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 248 | 1.64 | 22 | 0.00 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 8,782 | 0.94 | 779 | -1.52 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 544,563 | 10.28 | 48,303 | 10.54 | ||||
| 2026-05-15 | 13F | Fmr Llc | 264,959 | 1.49 | 23,502 | 1.73 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 12,867 | 5.20 | 1,141 | 5.45 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 7,985 | 0.59 | 708 | 0.85 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 8,607 | 767 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 6,065 | 3.53 | 538 | 3.67 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 383 | 13.65 | 34 | 10.00 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 9,766 | 54.26 | 866 | 54.64 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 38,536 | 224.38 | 3,418 | 225.21 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 29,545 | 15.06 | 2,621 | 15.32 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 2,855 | 0.67 | 254 | 0.80 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2,394 | 212 | ||||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1,741,408 | 4.71 | 154,463 | 4.95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1,568,908 | 1.30 | 139,162 | 1.54 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 291 | 1.04 | 26 | 0.00 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1,097 | 97 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 71,310 | 0.60 | 6,325 | 0.85 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 584,295 | 1.86 | 51,827 | 2.10 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 21,357 | 170.89 | 2 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 11,899 | 7.08 | 1,055 | 7.32 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 52,990 | 4.36 | 4,700 | 4.61 | ||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 126,476 | 7.59 | 11,218 | 7.84 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 54,006 | 2.65 | 4,790 | 2.90 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 4,255 | 46.57 | 377 | 47.27 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 0 | 0 | ||||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 16,184 | 0.78 | 1,436 | 0.99 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 4,325 | 3.77 | 384 | 4.08 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 2,023 | 150.99 | 179 | 152.11 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 14,456 | 9.72 | 1,282 | 10.04 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 26,446 | 2.81 | 2,310 | 1.45 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 7,157 | 0.27 | 635 | 0.48 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4,625 | 410 | ||||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 21,239 | 0.38 | 1,884 | 0.59 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 24,061 | 2,134 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 4,324 | 18.66 | 391 | 21.12 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 10,300 | 11.48 | 914 | 11.75 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 6 | 1 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 238,042 | 2.23 | 21,114 | 2.48 | ||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 234,294 | 14.29 | 20,782 | 14.56 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 2,487 | 2.14 | 221 | 2.33 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 137,161 | 3.58 | 12,753 | 8.83 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1,677,694 | 11.60 | 148,811 | 11.87 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 79,351 | 2.29 | 7 | 16.67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 80,729 | 25.86 | 7,161 | 26.15 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1,125 | 163 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2,277,005 | 3.16 | 201,970 | 3.41 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 248,732 | 1.95 | 22,062 | 2.20 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 40,073 | 1.21 | 3,554 | 1.46 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 255,079 | 3.07 | 22,625 | 3.32 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 622,778 | 6.37 | 55,257 | 6.61 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 39,604 | 17.56 | 3,648 | 22.38 |
