VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF - Propriedade Institucional - Compradores

Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
US ˙ ARCA ˙ US9220428588

Propriedade Institucional e de Fundos - Compradores

Os principais detentores que abriram novas posições em Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF incluem Vanguard Global Advisers, LLC, Vanguard Investments Australia, Ltd., Vanguard Capital Management Llc, Tiaa-cref Individual & Institutional Services, Llc, Vanguard Advisers Inc, TSG Advice Partners, LLC, Vanguard National Trust Co, Cerity Partners Retirement Plan Advisors LLC, Verus Advisory, Inc., Krane Financial Solutions LLC, Henson-Edgewater Management, LLC, Arch Global Advisors, LLC, Sanchez Levi Garrett, Advisors Management Group Inc /adv, Emerald Investment Advisers, LLC, GK Wealth Management LLC, Canandaigua National Corp, 6th Street Advisors, LLC, Brucke Financial, Inc., e Ascent Advisors, LLC .

Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-04-28 13F Stratos Wealth Partners, LTD. 260,037 1.65 14,055 2.20
2026-05-08 13F Blair William & Co/il 842,185 33.82 45,520 34.54
2026-04-21 13F Grey Fox Wealth Advisors, LLC 73,522 13.93 3,974 14.53
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 298 2.76 16 6.67
2026-05-13 13F Galilei Investment Office LLP 11,825 73.26 639 74.59
2026-05-15 13F PACK Private Wealth, LLC 506,746 0.20 27,390 0.74
2026-05-15 13F Fiduciary Trust Co 370,557 3.51 20,029 4.07
2026-04-08 13F Miracle Mile Advisors, LLC 1,369,577 39.34 74,026 40.09
2026-05-09 13F MSH Capital Advisors LLC 17,932 61.04 969 62.04
2026-04-24 13F NavPoint Financial, Inc. 60,251 5.50 3,257 6.06
2026-05-11 13F Rock Creek Group, LP 149,404 311.11 9,209 371.53
2026-05-15 13F Cardiff Park Advisors, Llc 203,967 24.16 11,024 24.83
2026-04-13 13F Sarasin & Partners LLP 254,012 10.57 13,729 11.17
2026-04-28 13F Fortitude Advisory Group L.L.C. 5,611 12.54 303 13.06
2026-05-13 13F Elm Partners Management LLC 4,632,193 0.14 242,820 -2.36
2026-06-03 13F Stillwater Private Wealth, LLC 7,140 0
2026-05-15 13F Wellspring Financial Advisors, LLC 19,361 1,046
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 14,519 0.69 785 1.16
2026-05-11 13F RiverFront Investment Group, LLC 9,772 33.92 528 34.69
2026-03-02 13F Reflection Asset Management 78 4
2026-02-11 13F MidWestOne Financial Group, Inc. 10,468 8.00 563 7.05
2026-04-21 13F Tenon Financial LLC 11,171 2.92 604 3.43
2026-05-12 13F Cloud Capital Management, LLC 16,906 22.65 1
2026-04-27 13F Canal Capital Management, LLC 6,084 329
2026-05-15 13F Change Path, LLC 561,579 0.32 30,353 0.86
2026-05-14 13F Captrust Financial Advisors 1,304,499 2.02 70,507 2.57
2026-01-28 13F Edge Financial Advisors LLC 5,842 4.77 314 3.97
2026-04-14 13F Heirloom Wealth Management 11,680 631
2026-05-13 13F Heritage Trust Co 136,920 5.40 7,401 5.97
2026-04-20 13F Davidson Trust Co 37,582 4.36 2,031 4.91
2026-04-14 13F Global Trust Wealth Management LLC 38,604 10.40 2,087 11.02
2026-04-27 13F Certior Financial Group, Llc 43,026 11.62 2,326 12.21
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 7,780,454 420,534
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 16,560 5.13 895 5.79
2026-05-07 13F Rothschild Investment Llc 3,096 0.16 167 0.60
2026-04-08 13F Cadent Capital Advisors, LLC 20,547 53.02 1,111 53.95
2026-05-13 13F BCJ Capital Management, LLC 17,741 20.18 959 20.81
2026-04-21 13F Dougherty Wealth Advisers LLC 172,957 40.98 9,348 41.74
2026-05-12 13F Asset One Wealth Management LLC 11,763 102.11 685 107.27
2026-05-08 13F Retirement Planning Co of New England, Inc. 5,065 4.11 274 4.60
2026-05-15 13F Windsor Advisory Group, LLC 40,583 2,194
2026-05-05 13F Meridian Management Co 300,654 8.42 16,250 9.00
2026-05-14 13F Fca Corp /tx 30,708 1.22 1,660 1.72
2026-05-11 13F 1015 Capital Partners, LLC 15,391 34.52 832 35.12
2026-05-15 13F Mcdonald Partners Llc 21,834 151.80 1,180 153.22
2026-05-06 13F Proffitt & Goodson Inc 554,763 0.51 29,985 1.05
2026-05-01 13F Reuter James Wealth Management, Llc 81,472 0.71 4,404 1.26
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 13,357 28.48 722 29.21
2026-04-21 13F Hippocratic Financial Advisors, LLC 6,217 63.69 336 64.71
2026-05-12 13F Daybright Advisory Services, Inc. 9,898 50.22 535 50.85
2026-04-17 13F Monticello Wealth Management, Llc 117,384 6.88 6,345 7.45
2026-05-07 13F Greykasell Wealth Strategies, Inc. 48,767 1.12 2,636 1.66
2026-04-22 13F Carroll Advisory Group, LLC 40,758 44.23 2,203 44.96
2026-04-02 13F Lvm Capital Management Ltd/mi 19,125 43.74 1
2026-04-15 13F DAVENPORT & Co LLC 765,278 14.41 41,363 15.02
2026-04-24 13F Fulton Bank, N.a. 14,852 3.26 803 3.75
2026-04-30 13F Beirne Wealth Consulting Services, LLC 150,538 4.01 8,137 4.58
2026-04-10 13F Perigon Wealth Management, LLC 140,875 4.72 7,614 5.28
2026-04-27 13F Pachira Investments Inc. 132,127 20.74 7,141 21.38
2026-04-16 13F Montecito Bank & Trust 17,349 15.82 938 16.40
2026-04-22 13F McLean Asset Management Corp 15,449 0.12 835 -3.47
2026-04-30 13F Carmel Capital Partners, LLC 10,374 36.16 561 36.92
2026-05-14 13F TRB Wealth Management, LLC 11,871 642
2026-05-13 13F Invictus Private Wealth, Llc 1,152,899 5.26 62,314 5.83
2026-05-12 13F Clark Wealth Partners 858 5.15 46 6.98
2026-04-21 13F Compass Advisory Group LLC 35,652 5.12 1,927 5.65
2026-04-22 13F Wernau Asset Management Inc. 17,782 0.40 961 0.95
2026-05-14 13F Ariel Investments, Llc 20,245 1,094
2026-04-09 13F Acropolis Investment Management, LLC 1,019,138 0.37 55,084 0.91
2026-05-15 13F MAI Capital Management 3,781,532 5.70 204,392 6.27
2026-04-14 13F Drive Wealth Management, Llc 252,431 1.88 13,644 2.42
2026-04-21 13F Navigation Wealth Management, Inc. 4,869 15.24 263 15.86
2026-05-15 13F IHT Wealth Management, LLC 29,514 12.18 1,595 12.48
2026-04-08 13F NorthCrest Asset Manangement, LLC 82,638 0.30 4,448 -2.37
2026-05-06 13F Ceera Investments, Llc 9,825 5.87 531 6.63
2026-04-09 13F Pacifica Partners Inc. 1,991 5.51 108 3.88
2026-05-12 13F WESCAP Management Group, Inc. 42,644 2.07 2,305 2.58
2026-05-04 13F Bleakley Financial Group, LLC 227,929 272.71 12,320 274.78
2026-04-21 13F Maseco Llp 41,090 2.73 2,221 3.26
2026-04-17 13F Riverbridge Partners Llc 25,027 0.48 1,353 0.97
2026-04-21 13F Old Second National Bank Of Aurora 4,299 2.65 232 3.11
2026-04-20 13F WealthSpring Partners, LLC 70,334 0.03 3,802 0.58
2026-04-14 13F Amicus Financial Advisors, LLC 47,723 0.40 2,579 0.90
2026-05-12 13F BOK Financial Private Wealth, Inc. 108,773 10.52 5,879 11.13
2026-05-15 13F Harbour Investments, Inc. 342,692 12.74 18,518 13.32
2026-04-15 13F Register Financial Advisors LLC 1,493 2.75 81 2.56
2026-04-28 13F Fortis Capital Advisors, LLC 18,909 19.93 1,022 20.66
2026-05-06 13F Windward Private Wealth Management Inc. 249,993 0.86 13,512 1.40
2026-05-07 13F Oak Barrel Wealth Advisory LLC 4,627 249
2026-04-23 13F Simmons Bank 226,910 2.22 12,265 2.77
2026-05-13 13F AE Wealth Management LLC 100,682 6.98 5,442 7.55
2026-05-14 13F Jacobs Equity LLC 35,650 35.25 1,927 35.92
2026-05-01 13F Advisors Capital Management, LLC 7,361 12.45 398 13.11
2026-05-07 13F Agf Management Ltd 326,419 23.95 17,643 24.62
2026-05-11 13F Hamrick Investment Counsel, llc 143,653 2.62 7,764 3.18
2026-02-10 13F Nelson Capital Management, LLC 157,399 0.66 8,462 -0.13
2026-04-20 13F Ritholtz Wealth Management 148,285 33.21 8,015 33.92
2026-04-08 13F Grove Bank & Trust 193,659 4.32 10,467 4.88
2026-05-06 13F Assetmark, Inc 1,085,404 3.87 58,666 4.43
2026-05-12 13F BlackDiamond Wealth Management Inc. 68,155 1.36 3,684 -5.13
2026-05-19 13F Western Wealth Management, LLC 21,249 64.63 1,148 65.66
2026-05-11 13F Kestra Investment Management, LLC 1,668,727 24,411.27 90,197 24,611.23
2026-05-12 13F Ally Invest Advisors Inc. 1,417,537 1.52 76,618 2.07
2026-04-15 13F LongView Wealth Management 22,817 3.14 1,323 6.18
2026-04-20 13F Tanager Wealth Management LLP 538,845 4.56 29,125 5.12
2026-05-12 13F Summit Trail Advisors, Llc 1,873,246 20.30 101,249 20.95
2026-04-07 13F Legacy Private Trust Co. 459,611 3.11 24,842 3.67
2026-04-21 13F Trevian Wealth Management LLC 107,741 1.31 5,823 1.87
2026-05-14 13F Delos Wealth Advisors, LLC 2,991 162
2026-04-21 13F VCI Wealth Management LLC 188,570 67.12 10,192 68.02
2026-05-14 13F Solstein Capital, LLC 14 27.27 1
2026-04-24 13F TSG Advice Partners, LLC 562,182 30,386
2026-05-14 13F BTG Pactual Asset Management US LLC 199,778 11.76 10,798 22.15
2026-04-08 13F Exchange Bank 24,177 167.06 1,307 168.72
2026-05-18 13F Hamilton Wealth, LLC 21,882 200.00 1,183 201.53
2026-05-05 13F Delta Financial Advisors Llc 46,872 0.11 2,533 0.64
2026-05-11 13F Haverford Trust Co 109,012 4.36 5,892 4.93
2026-05-01 13F Hills Bank & Trust Co 1,124,915 3.81 60,802 4.37
2026-05-13 13F Heritage Wealth Advisors 1,787 13.97 97 14.29
2026-05-05 13F Opinicus Capital, Inc. 14,103 2.93 762 3.53
2026-04-20 13F Fonville Wealth Management LLC 3,785 205
2026-04-22 13F DORVAL Corp 349,146 25.99 18,871 26.67
2026-04-22 13F Cornerstone Wealth Group, LLC 3,463 202
2026-05-12 13F Werba Rubin Papier Wealth Management 74,753 3.17 4,040 3.72
2026-05-15 13F Quantinno Capital Management LP 347,416 25.97 18,778 26.65
2026-05-15 13F Ballast, Inc. 44,842 1.42 2,424 1.98
2026-04-14 13F Focus Financial Network, Inc. 323,729 1.63 17,498 2.18
2026-04-09 13F Tompkins Financial Corp 3,733 162.15 202 164.47
2026-05-14 13F Stonebridge Capital Advisors LLC 39,297 2,124
2026-04-16 13F Johnson Bixby & Associates, LLC 62,640 3.56 3,386 4.12
2026-05-01 13F Coordinated Financial Services, Inc. 9,782 4.72 529 5.18
2026-04-21 13F/A Madrid Wealth Management, LLC 31,756 0.92 1,716 1.48
2026-04-30 13F Manning & Napier Advisors Llc 504,599 9.98 27,274 10.48
2026-04-09 13F Rockingstone Advisors LLC 33,900 25.67 1,832 26.34
2026-05-04 13F Calamos Advisors LLC 5,574 301
2026-04-22 13F Coston, McIsaac & Partners 2,448 0.12 0
2026-05-07 13F Summit Global Investments 180,778 2,126.60 10
2026-04-20 13F Minichmacgregor Wealth Management, Llc 380,507 6.89 20,566 7.47
2026-04-09 13F Clarity Capital Advisors, LLC 45,935 35.57 2,483 36.30
2026-04-14 13F Tradewinds Capital Management, LLC 845 220.08 46 221.43
2026-04-21 13F Wedbush Securities Inc 139,950 5.15 8 0.00
2026-05-11 13F First National Bank Of Omaha 66,123 1.17 3,554 1.14
2026-04-28 13F Kathmere Capital Management, LLC 544,211 3.15 29,415 3.71
2026-05-04 13F Hexagon Capital Partners LLC 69,594 5.39 3,762 5.94
2026-02-13 13F Barclays Plc 28,512 409.05 1,533 405.61
2026-04-15 13F Planning Directions Inc 7,115 40.00 385 40.66
2026-02-13 13F Barclays Plc Put 435,200 56.66 23,396 55.44
2026-02-13 13F Barclays Plc Call 210,700 37.26 11,327 36.21
2026-05-01 13F Luminvest Wealth Management LLC 9,937 0.01 537 0.56
2026-05-14 13F Tempo Wealth, LLC 31,857 83.43 1,722 84.46
2026-05-14 13F Campion Asset Management LLC 79,259 3.72 4,284 4.26
2026-04-17 13F Brave Asset Management Inc 4,709 255
2026-05-11 13F Integrity Advisory Solutions, LLC 6,309 30.89 341 31.66
2026-04-13 13F Fiduciary Financial Group, Llc 30,809 1.97 1,665 2.52
2026-05-14 13F Endeavor Private Wealth, Inc. 30,623 49.45 1,655 50.32
2026-04-23 13F St. Clair Advisors, LLC 8,442 9.28 456 9.88
2026-05-11 13F Atlas Legacy Advisors, LLC 47,916 2.23 2,590 2.78
2026-05-14 13F Spectrum Strategic Capital Management, LLC 10,796 3.77 584 4.29
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 27,034 0.51 1,461 1.11
2026-05-13 13F Bank Of Montreal /can/ 3,439,154 3.69 185,886 4.25
2026-05-13 13F Triumph Capital Management 2,640 14.04 143 14.52
2026-04-16 13F Westmount Partners, LLC 13,160 0.98 711 1.57
2026-05-07 13F Scarborough Advisors, LLC 486 26
2026-04-23 13F Ironwood Wealth Management, LLC. 7,140 0.39 386 0.79
2026-05-14 13F Hazlett, Burt & Watson, Inc. 13,166 61.98 1
2026-05-06 13F Centennial Bank/AR/ 81,619 34.26 4,412 34.98
2026-04-22 13F Riverbend Wealth Management, LLC 4,824 2.62 261 3.17
2026-05-08 13F Banco Santander, S.A. 847,798 14.69 45,823 15.31
2026-05-15 13F Empowered Funds, LLC 1,324,650 12.11 71,597 12.72
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 205 11
2026-05-12 13F Independent Advisor Alliance 241,259 593.97 13,040 598.07
2026-04-16 13F Forbes J M & Co Llp 5,274 285
2026-04-23 13F Comprehensive Money Management Services LLC 34,040 5.18 1,840 5.75
2026-05-14 13F E&R Wealth Management, LLC 62,029 3.02 3,353 3.58
2026-05-14 13F Gladstone Institutional Advisory LLC 69,123 197.64 3,736 199.36
2026-05-06 13F Frontier Asset Management, LLC 250,935 6.96 13,563 7.54
2026-05-12 13F Leavell Investment Management, Inc. 264,378 7.39 14,290 7.97
2026-04-30 13F Mosaic Family Wealth Partners, Llc 200,729 10,849
2026-04-17 13F Krilogy Financial LLC 49,988 9.67 2,910 12.14
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 47,166 2,549
2026-05-14 13F Providence Capital Advisors, LLC 1,688 1,840.23 91 2,175.00
2026-05-01 13F Wealthspire Advisors, LLC 4,897,422 3.96 264,706 4.52
2026-04-09 13F Wincap Financial Llc 3,706 200
2026-05-01 13F 180 Wealth Advisors, Llc 216,027 6.02 11,676 6.59
2026-05-13 13F Allie Family Office LLC 56,396 73.42 3,053 74.20
2026-05-13 13F Anson Capital, Inc. 4,522 0.11 244 0.83
2026-05-13 13F Visionary Wealth Advisors 15,067 14.16 814 14.81
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 8,724 2.50 472 3.06
2026-05-11 13F Aprio Wealth Management, LLC 8,738 78.58 472 79.47
2026-05-14 13F Trustmark National Bank Trust Department 672,138 21.70 36,329 22.35
2026-04-17 13F Hanson & Doremus Investment Management 498,618 3.84 27 4.00
2026-04-17 13F CENTRAL TRUST Co 231,861 37.21 12,532 37.96
2026-04-09 13F Victrix Investment Advisors 93,617 34.09 5,060 34.80
2026-04-16 13F First Merchants Corp 4,362 5.24 236 5.86
2026-05-01 13F Valmark Advisers, Inc. 4,599,777 2.33 248,618 2.88
2026-05-11 13F Td Asset Management Inc 923,751 40.89 49,929 41.66
2026-05-14 13F Pinnacle Financial Partners, Inc. 533,020 5.61 28,811 6.18
2026-05-14 13F Chandler Asset Management, Inc. 928,122 118.29 50,165 119.47
2026-04-22 13F Arcataur Capital Management LLC 258,183 4.12 13,955 4.67
2026-05-13 13F Avestar Capital, LLC 55,825 5.03 3,017 5.60
2026-05-13 13F First Trust Advisors Lp 40,903 1.89 2,211 2.41
2026-04-02 13F Stash Investments, LLC 310,428 2.37 16,779 2.92
2026-05-14 13F Neuberger Berman Group LLC 22,485 11.02 1,215 11.67
2026-01-29 13F Concurrent Investment Advisors, LLC 887,924 84.34 47,735 82.92
2026-05-15 13F Waterford Advisors, LLC 206,964 1.88 10,849 -0.65
2026-04-10 13F Cassilly Financial Group LLC 59,539 1.50 3,218 2.06
2026-04-13 13F Cogent Private Wealth, Inc. 6,238 47.12 337 48.46
2026-04-15 13F Define Financial, Llc 208,901 2.27 11,291 2.82
2026-04-09 13F Moody National Bank Trust Division 557,875 31.56 30,153 32.27
2026-04-29 13F SilverOak Wealth Management LLC 360,108 4.04 19,464 4.60
2026-05-08 13F SHP Wealth Management 3,285 185.16 178 190.16
2026-05-15 13F Pitti Group Wealth Management, LLC 7,500 6.41 405 7.14
2026-05-11 13F Pathstone Holdings, LLC 1,973,093 2.89 106,646 3.45
2026-05-08 13F Darden Wealth Group Inc 16,884 106.30 913 107.74
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 20,468 7.62 1,106 8.22
2026-05-06 13F Main Street Group, LTD 1,927 104
2026-04-24 13F Axis Wealth Partners, LLC 12,004 3.55 649 4.01
2026-05-02 13F Burton Enright Welch 9,660 0.21 522 0.77
2026-05-07 13F MONECO Advisors, LLC 13,009 16.06 703 16.78
2026-04-07 13F Myecfo, Llc 167,815 13.04 9,070 13.57
2026-04-08 13F WealthBridge Investment Counsel Inc. 351,070 1.38 19 0.00
2026-04-30 13F Costello Asset Management, INC 815 19.85 44 22.22
2026-05-01 13F Capital Squared Financial LLC 7,682 415
2026-05-15 13F Strive Financial Group ,LLC 1,650 4.76 89 5.95
2026-04-10 13F Impact Capital Partners LLC 11,502 22.86 622 23.46
2026-05-04 13F Chicago Partners Investment Group LLC 40,337 5.65 2,370 9.37
2026-05-13 13F Synergy Financial Management, LLC 18,641 31.71 1,008 32.50
2026-05-15 13F JMN Financial LLC 13,969 1.05 755 1.62
2026-04-01 13F Bangor Savings Bank 394,721 19.83 21,335 20.47
2026-01-06 13F Ransom Advisory, Ltd 810 44
2026-05-15 13F/A Vanguard Capital Management Llc 12,737,296 688,451
2026-04-09 13F PFS Partners, LLC 126 34.04 7 20.00
2026-05-14 13F JustInvest LLC 135,626 1.80 7,331 2.35
2026-04-29 13F American Capital Advisory, LLC 8,658 20.47 468 20.98
2026-05-01 13F Evolution Advisers, Inc. 266,969 1.14 14 0.00
2026-05-05 13F West Michigan Advisors, Llc 13,000 243
2026-05-12 13F Cascade Financial Partners, LLC 44,464 19.60 2,403 20.27
2026-04-15 13F Occidental Asset Management, LLC 29,276 65.13 1,582 66.00
2026-04-22 13F Bravera Wealth 41,090 11.22 2,221 11.78
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 13,200 19.53 713 20.24
2026-05-06 13F Hartland & Co., LLC 189,226 85.39 10,228 86.39
2026-05-12 13F Vickerman Investment Advisors, Inc. 4,701 3.77 254 4.53
2026-04-17 13F Forefront Wealth Partners, LLC 7,506 10.14 406 10.66
2026-05-04 13F Gleason Group, Inc. 288,377 6.28 15,587 6.86
2026-04-22 13F Monument Group Wealth Advisors, LLC 41,210 0.70 2,227 1.23
2026-04-14 13F XY Planning Network, Inc. 166,254 8.84 9,013 9.76
2026-04-20 13F Inscription Capital, LLC 26,497 49.64 1,432 50.58
2026-04-29 13F/A Salem Investment Counselors Inc 2,706 146
2026-05-04 13F Mosaic Advisors LLC 5,551 328
2026-04-20 13F CWA Asset Management Group, LLC 71,459 0.59 3,862 1.13
2026-04-30 13F Accredited Investors Inc. 6,290 16.16 340 16.49
2026-05-08 13F Marble Harbor Investment Counsel, LLC 388,511 0.19 20,999 0.73
2026-04-27 13F Smith & Howard Wealth Management, LLC 180,241 2.89 9,733 3.35
2026-05-14 13F Synergy Investment Management, LLC 1,153 62
2026-04-22 13F Evensky & Katz LLC 3,587 53.88 0
2026-05-15 13F Colter Lewis Investment Partners LLC 22,660 189.10 1,225 190.74
2026-05-08 13F EagleClaw Capital Managment, LLC 5,084 13.38 275 13.69
2026-04-30 13F Acorn Wealth Advisors, LLC 24,559 0.28 1,327 0.84
2026-05-14 13F Maxi Investments CY Ltd 36,755 2
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 58,886 8.24 3,183 8.82
2026-05-12 13F Bear Mountain Capital, Inc. 326,655 3.28 19,243 8.00
2026-05-06 13F Atlas Wealth LLC 5,419 220
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 355,213 5.65 19,199 6.15
2026-05-12 13F Tufton Capital Management 23,088 11.76 1 0.00
2026-05-18 13F Genesis Financial Group, LLC 127,665 9.19 6,900 9.79
2026-05-11 13F Camden Capital, LLC 149,308 248.83 8,070 250.72
2026-04-22 13F Red Door Wealth Management, LLC 24,536 0.34 1,326 0.91
2026-05-11 13F Meridian Wealth Advisors, LLC 5,641 305
2026-04-27 13F Mosley Wealth Management 4,806 0.02 260 -1.52
2026-05-12 13F Index Fund Advisors, Inc. 5,866 3.77 317 4.62
2026-05-13 13F Boston Family Office Llc 14,376 39.02 1
2026-04-08 13F Wealth Science Advisors LLC 3,046 164
2026-04-06 13F Hiley Hunt Wealth Management 148,765 1.62 8,041 2.16
2026-04-07 13F Pathway Financial Advisors LLC 45,109 31.66 2,428 27.47
2026-05-14 13F Evergreen Capital Management Llc 36,312 22.27 1,963 22.93
2026-04-27 13F Proathlete Wealth Management Llc 164,521 1.84 8,903 2.24
2026-05-13 13F Truvestments Capital Llc 7 0
2026-05-07 13F Facet Wealth, Inc. 3,735,371 3.78 201,897 -3.05
2026-02-12 13F FineMark National Bank & Trust 16,458 5.00 885 4.12
2026-04-13 13F 5T Wealth, LLC 9,957 0.57 538 1.13
2026-04-23 13F Emerald Advisors, LLC 12,481 1.94 675 2.43
2026-04-29 13F Saxon Interests, Inc. 26,505 1,433
2026-05-15 13F Security National Bank Of Sioux City Iowa /ia/ 6,451 19.29 349 20.00
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 35,516 62.74 156 37.17
2026-04-16 13F Asset Advisory Group, Inc. 6,822 26.87 369 27.34
2026-05-14 13F Apriem Advisors 637,358 73.26 34,449 74.20
2026-04-15 13F Founders Grove Wealth Partners, Llc 156,606 2.98 8,465 3.54
2026-05-14 13F Rockbridge Investment Management, LCC 129,319 0.86 6,990 1.39
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 15,267 821
2026-02-12 13F Planning Project LLC 814 44
2026-04-20 13F Peoples Financial Services Corp. 18,508 3.14 1,000 3.73
2026-05-15 13F Matrix Private Capital Group Llc 153,089 10.90 8,274 11.49
2026-04-21 13F Grimes & Company, Inc. 67,305 1.33 3,638 1.88
2026-04-27 13F Exencial Wealth Advisors, Llc 348,322 0.04 18,827 0.57
2026-04-15 13F Silverlake Wealth Management Llc 57,153 33.01 3,089 33.78
2026-05-12 13F Cadence Wealth Management LLC 66,422 4.31 3,590 4.88
2026-04-17 13F Blankinship & Foster, LLC 315,032 1.99 17,028 2.54
2026-04-08 13F Mma Asset Management Llc 8,771 14.41 474 15.05
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 304,088 3.11 16,436 3.66
2026-04-07 13F Heartwood Wealth Advisors LLC 89,678 3.95 4,847 4.51
2026-05-11 13F Wealth Dimensions Group, Ltd. 5,641 5.83 305 6.29
2026-05-06 13F Bartlett & Co. Wealth Management Llc 185,289 13.44 10,882 23.94
2026-04-22 13F Romano Brothers And Company 11,147 0.09 602 0.67
2026-04-30 13F Hassell Wealth Management, LLC 28,613 0.09 1,547 -3.37
2026-05-12 13F Tiff Advisory Services Inc 47,378 2,561
2026-04-17 13F Brown, Lisle/cummings, Inc. 173 9
2026-04-20 13F Triangle Securities Wealth Management 100,072 0.79 5,409 1.33
2026-04-22 13F TPG Advisors LLC 7,508 5.57 406 6.02
2026-04-17 13F Nautilus Advisors LLC 13,384 1.84 723 2.41
2026-05-08 13F Clarion Wealth Managment Partners, LLC 17,568 0.72 950 1.28
2026-04-21 13F Foster & Motley Inc 52,418 17.25 3 0.00
2026-04-17 13F LMG Wealth Partners, LLC 50,538 0.02 2,732 0.55
2026-05-12 13F Kovack Advisors, Inc. 32,160 18.37 1,742 19.25
2026-04-27 13F Vavra Capital Management, LLC 81,428 2.66 4,401 3.21
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 12,544 12.16 678 12.65
2026-04-15 13F Tribridge Partners Financial LLC 173,785 3.37 9,353 3.49
2026-05-13 13F Cpwa, Llc 3,662 221
2026-05-01 13F Connecticut Wealth Management, LLC 68,422 17.17 3,698 17.81
2026-04-28 13F Peak Financial Management, Inc. 18,154 0.12 981 0.72
2026-05-15 13F Morgan Stanley 54,017,258 0.19 2,919,633 0.73
2026-04-27 13F Navigate Wealth Management, LLC 4,235 247
2026-04-17 13F McHugh Group, LLC 23,269 52.89 1,258 53.67
2026-05-15 13F Ironwood Investment Management Llc 68,590 3.10 3,707 3.66
2026-05-01 13F Signature Resources Capital Management, LLC 1,613 1.38 87 2.35
2026-04-09 13F Avenue 1 Advisors, LLC 18,655 0.47 1,008 1.00
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 55,822 9.81 3,017 10.43
2026-05-14 13F Roof Eidam & Maycock/adv 23,714 3.39 1,282 3.89
2026-04-30 13F Cooksen Wealth, LLC 90,775 1.61 4,906 2.17
2026-05-07 13F Northwestern Mutual Wealth Management Co 80,160,119 2.47 4,332,654 3.03
2026-04-30 13F Private Trust Co Na 46,237 1.25 2,499 1.83
2026-04-13 13F Bank of New Hampshire 86,419 1.15 4,671 1.70
2026-05-06 13F Sun Group Wealth Partners 8,458 457
2026-05-29 13F Asset Dedication, LLC 52,366 8.72 2,830 9.31
2026-05-14 13F Diversified Enterprises, LLC 44,784 4.61 2,421 5.17
2026-04-22 13F Apollon Wealth Management, LLC 91,023 45.59 4,920 46.36
2026-04-22 13F BKM Wealth Management, LLC 88,311 1.05 4,773 1.60
2026-05-08 13F Quantify Chaos Advisors, Llc 8,133 16.24 440 16.76
2026-05-06 13F Oxford Financial Group Ltd 22,080 0.31 1,193 0.85
2026-04-28 13F Fundamentun, Llc 11,305 0.92 611 1.50
2026-04-20 13F MBM Wealth Consultants, LLC 180 10
2026-05-11 13F Berkshire Asset Management Llc/pa 95,194 10.92 5,145 11.53
2026-04-14 13F Jeppson Wealth Management, Llc 7,608 0.66 411 1.23
2026-05-16 13F Sunbelt Securities, Inc. 4,312 1.79 233 2.64
2026-04-07 13F Signaturefd, Llc 4,473,008 3.16 241,766 3.71
2026-05-15 13F Chai Trust Co Llc 126,430 267.71 6,834 269.75
2026-05-11 13F Peak Retirement Planning, Inc. 433,645 20.24 23,438 20.89
2026-04-24 13F Bishop & Co Investment Management, LLC 236,288 19.83 12,771 20.48
2026-02-10 13F Principia Wealth Advisory, LLC 110,838 15.48 5,959 14.58
2026-04-21 13F Falcon Wealth Planning 55,561 8.02 3,003 8.61
2026-05-11 13F RWM Asset Management, LLC 13,741 133.06 743 121.49
2026-04-17 13F Presilium Private Wealth, Llc 709,153 5.63 38,330 6.20
2026-05-01 13F Anchor Investment Management, LLC 6,125 2.25 331 2.80
2026-04-08 13F Gillespie Robinson & Grimm Inc 63,291 48.86 3,421 49.67
2026-05-12 13F Dearborn Partners Llc 13,531 50.16 731 51.03
2026-04-28 13F Evergreen Private Wealth LLC 5,828 0.66 315 1.29
2026-04-17 13F Total Clarity Wealth Management, Inc. 12,935 1.21 699 1.75
2026-05-07 13F Winthrop Partners - Wny, Llc 28,423 0.52 1,536 1.05
2026-04-13 13F Arwa Llc 30,960 52.91 1,747 60.57
2026-04-24 13F Goldstone Financial Group, LLC 21,442 1,159
2026-05-06 13F Brio Consultants, LLC 3,424 203
2026-05-05 13F One Day In July LLC 31,656 7.27 1,711 7.88
2026-04-16 13F VVR Holdings LLC 59,173 8.09 3,198 8.70
2026-05-14 13F David R. Rahn & Associates Inc. 4,587 1.80 248 2.07
2026-04-21 13F Lewis Asset Management, LLC 4,499 243
2026-05-01 13F HFM Investment Advisors, LLC 678 54.44 37 56.52
2026-05-11 13F Marin Bay Wealth Advisors, LLC 15,305 171
2026-04-09 13F IFG Advisors, LLC 227,449 2.11 12,294 2.66
2026-05-01 13F Diversify Wealth Management, Llc 701,330 64.16 40,733 70.38
2026-04-17 13F James J. Burns & Company, LLC 138,652 7.75 7,494 8.33
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 119,824 7.69 6,477 8.28
2026-05-13 13F Jaffetilchin Investment Partners, LLC 12,177 6.76 658 7.34
2026-04-06 13F Sincerus Advisory, LLC 4,760 4.00 257 4.47
2026-04-24 13F Courage Miller Partners, LLC 153,450 0.25 8,294 0.79
2026-05-11 13F Phoenix Holdings Ltd. 88,353 3.40 4,774 3.96
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 96,989 18.00 5,242 18.65
2026-04-22 13F Apollon Financial, LLC 7,415 19.87 401 20.48
2026-05-15 13F Wellington Management Group Llp 115,723 88.34 6,255 89.34
2026-04-21 13F Trust Co Of Virginia /va 7,727 42.30 418 43.30
2026-04-24 13F Peregrine Asset Advisers, Inc. 4,248 2.14 230 2.69
2026-05-12 13F Americana Partners, LLC 7,833 1.48 423 2.17
2026-05-08 13F Vanguard Investments Australia, Ltd. 22,308,552 1,205,777
2026-04-20 13F Bennett Associates Wealth Management 78,402 40.17 4,238 40.90
2026-05-14 13F Institute for Wealth Management, LLC. 67,708 12.50 3,660 13.11
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 197,005 10,348
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 4,985 5.28 269 5.91
2026-04-28 13F Golden State Wealth Management, LLC 13,534 0.68 732 1.25
2026-05-01 13F Midwest Trust Co 371,857 5.42 20,099 5.99
2026-02-05 13F Tucker Asset Management Llc 1,387 75
2026-05-14 13F LifePlan Investment Advisors, Inc. 55,171 5.79 2,982 6.39
2026-04-29 13F Financial Life Advisors 223,411 9.25 12,075 9.83
2026-04-16 13F Lexington Hill Partners, LLC 37,785 38.66 2,042 39.48
2026-04-29 13F Index Technologies Group LLC 20,470 55.49 1,106 56.44
2026-05-15 13F Alliancebernstein L.p. 2,252,669 10.05 121,103 10.05
2026-05-04 13F Bridges Investment Management Inc 3,455,673 3.55 186,779 4.11
2026-05-12 13F Absolute Capital Management, LLC 37,113 8.74 2,006 9.32
2026-04-22 13F Applied Capital LLC 161,113 2.95 8,708 3.51
2026-05-14 13F Corient IA LLC 4,000 216
2026-04-16 13F Capital Advisors, Ltd. LLC 5,259 23.25 0
2026-05-11 13F Bailard, Inc. 315,006 3.69 17,026 4.26
2026-05-11 13F Ellevest, Inc. 357,688 0.65 19,333 1.19
2026-05-15 13F Destination Wealth Management 7,600 411
2026-05-14 13F Lbmc Investment Advisors, Llc 143,861 3.30 7,776 3.86
2026-04-28 13F Sage Rhino Capital Llc 185,696 5.40 10,037 5.97
2026-05-04 13F Procyon Private Wealth Partners, LLC 477,633 13.15 25,816 13.76
2026-05-04 13F AMG National Trust Bank 57,888 66.78 3,129 67.72
2026-05-01 13F Clientfirst Wealth Management, LLC 11,430 2.24 618 2.66
2026-05-07 13F Tidemark, LLC 1,239 61.75 67 60.98
2026-01-29 13F Vanguard Group Inc 81,373,362 5.61 4,374,632 4.79
2026-05-12 13F D.B. Root & Company, LLC 13,989 756
2026-05-08 13F Russell Investments Group, Ltd. 202,437 1.85 10,942 2.41
2026-05-14 13F Capital Analysts, Inc. 51,290 18.65 3 0.00
2026-05-08 13F McAdam, LLC 95,051 0.31 5,137 0.84
2026-05-13 13F Mairs & Power Inc 20,515 1,109
2026-05-05 13F Ethos Financial Group, LLC 133,541 10.73 7,218 11.32
2026-05-21 13F Essential Partners LLC 5,069 101.55 274 102.22
2026-05-06 13F TopTier Wealth Management, LLC 145 8
2026-05-14 13F Karpus Management, Inc. 1,321,574 2.12 71,431 2.67
2026-05-22 13F Wellington Grp LLC 2,238 986.41 121 990.91
2026-04-17 13F Western Pacific Wealth Management, LP 1,427 77
2026-05-05 13F Duncan Williams Asset Management, LLC 132,972 1.11 7,187 -3.11
2026-05-01 13F Keener Financial Planning LLC 258,279 7.29 14 8.33
2026-04-21 13F Wesbanco Bank Inc 240,365 21.88 12,992 22.55
2026-05-11 13F Daymark Wealth Partners, Llc 56,550 11.65 3,057 12.27
2026-04-13 13F Foster Group, Inc. 337,847 17.79 18,261 18.42
2026-04-23 13F Game Plan Financial Advisors, LLC 21 50.00 1
2026-04-27 13F Qrg Capital Management, Inc. 26,312 55.90 1,422 56.78
2026-05-12 13F Operose Advisors LLC 1,834 3.85 99 5.32
2026-05-08 13F New England Private Wealth Advisors LLC 64,599 5.39 3,492 5.95
2026-05-15 13F Equitable Holdings, Inc. 1,271,653 28.50 38,036 -28.51
2026-04-08 13F Hardin Capital Partners, LLC 52,195 4.77 2,821 5.34
2026-04-24 13F James Investment Research Inc 30,980 12.05 1,674 12.65
2026-05-11 13F Fountainhead AM, LLC 24,001 31.82 1,297 32.62
2026-02-17 13F Harvest Investment Advisors, LLC 100,042 1.44 5,378 10.27
2026-05-01 13F Financial Connections Group, Inc. 345 0
2026-04-20 13F Focused Wealth Management, Inc 573,138 2.37 30,978 2.92
2026-04-09 13F OFS Enterprise LLC 7,619 412
2026-05-15 13F/A EverSource Wealth Advisors, LLC 780,631 83.88 42,193 84.87
2026-05-04 13F Clear Investment Research, Llc 353 19
2026-05-07 13F Cutler Investment Counsel Llc 73,605 1.38 3,978 1.92
2026-04-20 13F Oak Family Advisors, Llc 48,832 630.25 2,639 635.10
2026-05-12 13F Aspiriant, Llc 150,691 7.53 8,145 8.11
2026-05-11 13F Jasper Ridge Partners, L.P. 5,692,120 0.24 307,667 0.78
2026-05-12 13F Baker Avenue Asset Management, LP 663,011 0.44 35,836 0.98
2026-05-07 13F Advisor OS, LLC 5,220 282
2026-05-15 13F Jones Financial Companies Lllp 4,846,903 16.60 257,810 15.35
2026-05-14 13F Pennington Partners & Co., Llc 22,836 62.48 1,234 63.44
2026-04-13 13F Clayton Financial Group LLC 634 4.79 34 6.25
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 158,000 5.48 8,540 6.05
2026-05-15 13F Kentucky Farm Bureau Mutual Insurance Co 0 0
2026-05-15 13F Vestmark Advisory Solutions, Inc. 320,697 4,524.33 17,334 4,559.41
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 35,304 150.63 1,908 152.05
2026-05-14 13F Jacobi Capital Management LLC 18,907 29.37 1,022 30.06
2026-04-28 13F SBI Securities Co., Ltd. 249,060 3.38 13,462 3.94
2026-04-08 13F First Heartland Consultants, Inc. 79,694 4.07 4,307 4.64
2026-05-14 13F Horizon Investments, LLC 388 21
2026-05-05 13F Black Diamond Financial, LLC 24,435 1.38 1,321 1.93
2026-05-11 13F Rossby Financial, LCC 14,366 169.89 779 172.03
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 3,223,125 5,092.47 69 -97.93
2026-04-08 13F West Financial Advisors, LLC 41,861 3.45 2,263 4.00
2026-05-15 13F Sonoma Private Wealth LLC 8,835 5.82 478 6.47
2026-04-23 13F Barry Investment Advisors, LLC 223,185 6.61 12,063 7.19
2026-05-05 13F Donalies Financial Planning, LLC 25,140 9.64 1,359 10.23
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 4,125,180 43.67 222,966 44.45
2026-04-09 13F Elmwood Wealth Management, Inc. 80,904 63.50 4,373 64.36
2026-04-24 13F Key FInancial Inc 13,432 6.81 726 7.25
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 71,110 2.33 3,843 2.89
2026-04-21 13F Fullerton Advisors, LLC 74,417 8.34 4,022 8.94
2026-02-09 13F/A Allium Financial Advisors, Llc 6,190 306
2026-04-10 13F Magnus Financial Group LLC 237,926 6.36 12,860 6.93
2026-05-13 13F Principal Securities, Inc. 256,189 3.20 13,847 3.75
2026-05-12 13F Advyzon Investment Management, LLC 26,718 52.04 1,444 52.97
2026-04-07 13F CoreCap Advisors, LLC 191,418 4.69 10,346 5.26
2026-05-12 13F TD Waterhouse Canada Inc. 2,127,370 120.31 115,028 121.62
2026-04-28 13F Walkner Condon Financial Advisors LLC 119,967 2.49 6,483 3.02
2026-04-27 13F Lodestar Private Asset Management Llc 284,973 16.94 15,403 17.57
2026-05-14 13F Lebenthal Global Advisors, LLC 25,966 1,403
2026-05-15 13F State Street Corp 6,295 2.04 340 2.72
2026-04-27 13F Greenleaf Trust 44,115 2.00 2,384 2.54
2026-04-30 13F Elevated Capital Advisors, LLC 71,728 2.49 3,877 3.03
2026-05-13 13F Syon Capital Llc 127,367 6.11 6,884 6.68
2026-05-01 13F Ferguson Wellman Capital Management, Inc 262,639 14,196
2026-04-28 13F Busey Wealth Management 25,082 7.56 1,356 8.14
2026-04-20 13F Arta Finance Wealth Management LLC 57,831 12.51 3,126 13.10
2026-04-29 13F Integrity Investment Advisors, LLC 16,320 9.86 882 10.53
2026-04-23 13F Willis Johnson & Associates, Inc. 1,832,154 2.33 99,028 2.88
2026-04-24 13F Essex LLC 17,777 0.71 961 1.27
2026-05-14 13F Tamar Securities, LLC 194,578 7.88 10,517 8.46
2026-04-29 13F Downshift Financial, LLC 18,528 40.03 1,076 45.21
2026-04-21 13F Trilogy Capital Inc. 21,844 16.99 1,181 17.65
2026-05-07 13F Capital Performance Advisors Llp 1,131,971 9.22 61,183 9.81
2026-05-05 13F D.a. Davidson & Co. 1,981,688 5.37 107,110 5.94
2026-05-07 13F Burk Holdings LLC 2,543 137
2026-05-14 13F Bridgewealth Advisory Group, LLC 78,377 13.35 4,236 13.96
2026-04-08 13F Dynamic Advisor Solutions LLC 253,539 3.81 13,704 4.36
2026-05-13 13F Mackenzie Financial Corp 362,157 8.35 19,575 9.04
2026-05-15 13F Ancora Advisors, LLC 176,352 3.22 9,532 3.78
2026-04-29 13F Renasant Bank 38,833 0.49 2,099 1.01
2026-05-15 13F Investment Counsel Co Of Nevada 1,435 78
2026-05-15 13F Briggs Wealth Management, Inc 7,827 423
2026-04-21 13F Maridea Wealth Management LLC 4,186 226
2026-05-05 13F Cullen/frost Bankers, Inc. 725,988 1.91 39,240 2.47
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 116,978 1.89 6,323 2.43
2026-05-12 13F Cooper/haims Advisors, Llc 8,620 0.83 466 1.31
2026-05-15 13F EFG International AG 43 2
2026-04-14 13F Family Wealth Partners, Llc 40,441 0.41 2,186 0.92
2026-05-12 13F CIBC Asset Management Inc 76,320 81.80 4,125 82.85
2026-04-14 13F Prospera Financial Services Inc 58,163 7.24 3,144 7.82
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 351,544 9.10 19,001 9.69
2026-04-21 13F Powers Advisory Group, LLC 4,106 222
2026-05-06 13F Catalyst Capital Advisors LLC 7,021,770 13.04 379,527 13.65
2026-05-04 13F HBW Advisory Services LLC 13,686 5.92 740 6.48
2026-04-29 13F Landmark Wealth Management, LLC 111,763 23.95 6,041 24.61
2026-05-08 13F Idaho Trust Bank 358,499 16.13 19,373 16.76
2026-05-01 13F American Trust 199,302 0.54 10,772 1.08
2026-04-22 13F JNBA Financial Advisors 303,865 0.39 16,424 0.93
2026-05-06 13F Fidelis Capital Partners, LLC 70,341 2.65 3,802 3.20
2026-05-12 13F CIBC Bancorp USA Inc. 3,075,741 12.85 165,749 12.25
2026-05-15 13F Resources Management Corp /ct/ /adv 6,671 5.97 0
2026-04-09 13F Praetorian Wealth Management, Inc. 337,677 1.81 19,078 7.00
2026-05-07 13F True North Advisors, LLC 9,392 4.74 508 5.19
2026-05-08 13F Moors & Cabot, Inc. 30,252 24.95 1,635 25.67
2026-05-12 13F Ausdal Financial Partners, Inc. 45,168 7.70 2,441 8.30
2026-05-05 13F Net Worth Advisory Group 14,808 4.15 800 4.71
2026-04-22 13F Millburn Ridgefield Corp 7,021,770 13.04 379,527 13.65
2026-05-04 13F Hourglass Capital, Llc 37,045 640.90 2,002 647.01
2026-04-30 13F First Horizon Corp 44,425 4.13 2,401 4.71
2026-04-13 13F Trust Co 105,363 2.27 5,695 2.82
2026-04-29 13F Clearwave Capital, LLC 7,727 10.42 418 10.90
2026-05-15 13F Silver Grove Financial Group, Inc. 11,712 0.40 633 0.96
2026-04-27 13F Sharp Financial Services, LLC 33,924 9.32 1,834 9.89
2026-04-14 13F Beacon Investment Advisory Services, Inc. 309,407 33.46 16,723 34.18
2026-05-13 13F/A Jpmorgan Chase & Co 15,019,712 3.26 787,333 0.68
2026-05-08 13F Steward Partners Investment Advisory, Llc 641,165 7.84 34,655 8.42
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 16,246 22.65 878 23.31
2026-04-14 13F Opal Wealth Advisors, LLC 518 28
2026-04-20 13F Park Edge Advisors, LLC 28,380 43.07 1,534 43.81
2026-05-12 13F Rathbone Brothers plc 210,643 19.42 11,385 20.07
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 0 0
2026-05-06 13F Topel & Distasi Wealth Management, LLC 43,433 3.40 2,348 3.94
2026-05-13 13F Capital Group Private Client Services, Inc. 76,011 8.31 4,108 8.91
2026-04-27 13F Rochester Wealth Strategies, LLC 297,031 1.32 16,055 1.87
2026-05-08 13F Private Advisory Group LLC 56,023 3,028
2026-05-15 13F Gotham Asset Management, LLC 289,942 17.36 15,671 18.00
2026-04-10 13F First Bank & Trust 430,864 3.25 23,288 3.80
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 1,066,070 9.27 57,669 9.92
2026-04-30 13F Hsbc Holdings Plc 20,925 7.86 1,131 8.45
2026-05-13 13F RiverGlades Family Offices LLC 148,510 4.42 8,027 4.17
2026-05-14 13F Coastal Bridge Advisors, LLC 4,943 2.87 267 3.49
2026-04-27 13F GenTrust, LLC 1,165,645 4.53 63,003 5.09
2026-05-14 13F Raymond James Financial Inc 7,474,703 7.50 404,008 8.08
2026-04-30 13F Stablepoint Partners, LLC 20,830 1.91 1,126 2.46
2026-05-05 13F Smith, Moore & Co. 186,292 1.45 10,069 2.01
2026-04-23 13F Powell Investment Advisors, LLC 48,407 1.92 2,616 2.47
2026-05-14 13F Wrenne Financial Planning LLC 249,186 4.20 13,469 4.77
2026-05-08 13F Macroview Investment Management Llc 6,930 14.94 375 15.43
2026-04-22 13F Joel Isaacson & Co., LLC 84,038 10.65 4,542 11.24
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 10,944 24.65 592 25.21
2026-04-27 13F DB Fitzpatrick & Co, Inc 31,617 5.56 1,709 6.09
2026-05-07 13F Allen Investment Management LLC 784,669 3,502.70 42,411 3,524.87
2026-05-05 13F Covestor Ltd 41,207 3.72 2 0.00
2026-05-15 13F First Manhattan Co 190,758 1.65 10,310 2.20
2026-04-30 13F BRYN MAWR TRUST Co 374,155 2.53 20,223 3.08
2026-04-21 13F OneAscent Financial Services LLC 26,701 17.77 1,443 18.47
2026-04-10 13F Pure Financial Advisors, Inc. 2,391,980 3.13 129,286 3.68
2026-05-12 13F Columbia River Financial Group, LLC 46,325 0.86 3 0.00
2026-05-06 13F Zhang Financial LLC 228,258 0.13 12,337 0.67
2026-05-07 13F Hollencrest Capital Management 4,945 216.99 267 221.69
2026-04-30 13F Blodgett Wealth Advisors, Llc 3,702 200
2026-04-08 13F Lakeridge Wealth Management LLC 12,352 12.18 668 12.86
2026-05-04 13F Rodgers & Associates, LTD 133,653 0.94 7,224 1.48
2026-05-07 13F Vision Retirement, LLC 675 1,150.00 36 1,700.00
2026-05-01 13F Rakuten Securities, Inc. 1,667 197.15 90 200.00
2026-05-13 13F Buckingham Strategic Partners 373,763 11.26 20,187 11.78
2026-04-22 13F Louisbourg Investments Inc. 74,682 4.84 4,037 5.41
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 149,041 10.94 8,056 11.53
2026-05-11 13F Collier Financial 360 0.28 19 0.00
2026-05-05 13F HighTower Advisors, LLC 7,281,199 14.55 393,549 15.17
2026-05-11 13F Shepherd Financial Partners LLC 25,904 7.62 1,400 8.19
2026-04-16 13F Balboa Wealth Partners 67,965 4.65 3,674 5.21
2026-04-16 13F Petredis Investment Advisors Llc 309,923 1.30 16,751 1.85
2026-04-29 13F Birch Hill Investment Advisors LLC 130,341 7.59 7,045 8.17
2026-05-11 13F Nomura Asset Management Co Ltd 6,400 93.94 346 94.92
2026-05-12 13F Icon Wealth Advisors, LLC 11,922 34.09 692 44.77
2026-05-12 13F Jane Street Group, Llc Put 23,200 33.33 1,254 34.01
2026-04-23 13F Interchange Capital Partners, LLC 24,497 4.56 1,110 -11.91
2026-04-15 13F Fifth Third Securities, Inc. 104,321 13.58 5,639 14.20
2026-04-29 13F/A True Link Financial Advisors, LLC 12,878 2.55 696 3.11
2026-05-01 13F Emerald Investment Partners, Llc 29,043 1.89 1,569 2.42
2026-05-14 13F Klingman & Associates, LLC 1,004,376 0.93 54,287 1.47
2026-05-08 13F Coldstream Capital Management Inc 653,782 5.11 35,337 5.67
2026-04-22 13F Patton Fund Management, Inc. 367,795 0.25 19,879 0.80
2026-05-04 13F NWF Advisory Services Inc. 5,931 5.82 321 6.31
2026-05-11 13F SCS Capital Management LLC 3,601,987 0.81 194,687 1.36
2026-05-11 13F Prudent Investors Network 385,936 169.52 20,860 170.97
2026-05-13 13F Crews Bank & Trust 1,490 16.95 81 17.65
2026-05-01 13F Advisors Management Group Inc /adv 88,744 5
2026-04-22 13F Wealth Advisory Solutions, LLC 77,035 2.85 4,164 3.40
2026-04-29 13F CFS Investment Advisory Services, LLC 183,279 18.86 10,846 30.85
2026-04-09 13F Kwmg, Llc 501,944 2.68 27,130 3.24
2026-04-24 13F DeLarme Wealth Management, Inc. 24,370 1.91 1,317 2.49
2026-04-20 13F Courier Capital Llc 160,971 3.15 8,700 3.71
2026-04-07 13F Park Avenue Securities Llc 229,370 9.76 12 9.09
2026-04-20 13F Brandywine Oak Private Wealth Llc 686,832 0.29 37,123 0.84
2026-05-11 13F Catalyst Financial Partners Llc 31,785 4.83 1,718 5.34
2026-04-08 13F Afg Fiduciary Services Limited Partnership 29,965 2.65 1,618 0.94
2026-04-27 13F Platform Technology Partners 16,368 8.84 885 9.41
2026-04-20 13F Independent Wealth Network Inc. 7,308 11.61 395 11.93
2026-04-06 13F Rosenberg Matthew Hamilton 29,768 1.69 1,609 2.23
2026-05-04 13F Genesis Wealth Advisors, LLC 117,169 4.60 6,333 5.18
2026-04-13 13F Garrett Investment Advisors LLC 111,787 1.99 6,042 2.55
2026-04-20 13F Auour Investments LLC 129,756 3.36 7,013 3.91
2026-05-04 13F N.E.W. Advisory Services LLC 32,901 8.09 1,778 8.68
2026-05-12 13F Pcg Asset Management, Llc 5,040 13.51 272 11.93
2026-05-15 13F GLOBALT Investments LLC / GA 503,040 4.27 27,189 4.83
2026-04-28 13F Topor & Co. Korea 22,651 44.60 1,224 45.37
2026-05-14 13F Arrowstreet Capital, Limited Partnership 157,185 1,410.81 8,496 1,419.68
2026-05-13 13F Invst, LLC 139,819 0.57 7,557 1.12
2026-05-12 13F Voya Investment Management Llc 1,779,090 42.78 96,160 43.55
2026-05-11 13F Strengthening Families & Communities, LLC 221 12
2026-04-27 13F Truist Financial Corp 1,796,922 11.00 97,124 11.60
2026-05-15 13F Laird Norton Trust Company, Llc 1,870,667 6.67 101,110 7.25
2026-05-14 13F Fft Wealth Management Llc 45,226 12.32 2,444 12.94
2026-04-14 13F Moller Financial Services 265,318 4.86 14,340 5.43
2026-05-15 13F Goldman Sachs Group Inc 14,802,697 4.08 800,086 4.64
2026-04-28 13F K2 Financial Inc. 86,718 1.49 5,096 7.81
2026-04-29 13F Skopos Labs, Inc. 30,688 24.57 1,659 25.61
2026-05-12 13F Disciplined Investors, L.L.C. 24,076 29.48 1,301 30.23
2026-04-16 13F Polianta Ltd 197,300 11
2026-05-08 13F Long Road Investment Counsel, LLC 19,500 4.39 1,054 4.88
2026-05-06 13F Intentional Wealth Strategies, LLC 133 7
2026-04-29 13F Strid Group, LLC 1,101,253 2.04 59,523 2.59
2026-04-22 13F Aua Capital Management, Llc 8,595 13.17 465 13.73
2026-05-14 13F Aries Wealth Management 44,556 4.70 2,408 5.29
2026-04-24 13F Root Financial Partners, LLC 90,779 29.47 4,907 30.17
2026-04-10 13F Armstrong Advisory Group, Inc 2,556 7.67 138 8.66
2026-04-27 13F Rareview Capital LLC 149,297 3.17 7,384 3.17
2026-04-28 13F Westfuller Advisors, LLC 4,981 3.60 269 4.26
2026-04-22 13F Financially in Tune, LLC 24,874 4.78 1,344 5.33
2026-04-08 13F Archer Investment Management, LLC 10,308 557
2026-05-08 13F TMB Capital Partners, LLC 162,768 2.29 8,798 2.84
2026-05-13 13F Summitas Investment Management LLC 65,137 205.15 3,521 206.89
2026-04-10 13F Piscataqua Savings Bank 3,674 15.75 199 16.47
2026-05-12 13F Three Bridge Wealth Advisors, LLC 208,855 3.88 11,289 4.44
2026-04-14 13F Well Done, LLC 9,180 17.99 496 18.66
2026-04-17 13F 55 North Private Wealth, LLC 21,164 19.42 1,144 20.06
2026-05-12 13F Rakuten Investment Management, Inc. 1,537,256 100.00 82,920 100.00
2026-04-20 13F Cardinal Point Capital Management, ULC 5,228 16.72 283 17.50
2026-05-11 13F Godfrey Financial Associates, Inc. 4,817 13.21 260 14.04
2026-06-01 13F First Nebraska Trust Co 27,821 0.69 1,504 1.21
2026-04-14 13F Kozak & Associates, Inc. 617 184.33 35 191.67
2026-04-27 13F LCW Services, LLC 231,362 1.03 12,505 1.58
2026-05-01 13F Financial Counselors Inc 32,968 0.40 1,782 0.91
2026-05-11 13F REAP Financial Group, LLC 212,020 3.25 11,460 3.80
2026-04-21 13F Colony Family Offices, LLC 457,203 0.88 24,712 1.42
2026-05-14 13F Traynor Capital Management, Inc. 4,434 232
2026-04-27 13F FSM Wealth Advisors, LLC 599,263 15.21 32,390 15.83
2026-05-04 13F Y.D. More Investments Ltd 775 761.11 41 900.00
2026-04-02 13F Somerset Trust Co 9,509 15.70 514 16.33
2026-05-13 13F Transcend Wealth Collective, Llc 4,501 243
2026-02-12 13F CIBC Private Wealth Group, LLC 2,897,248 5.84 155,756 5.02
2026-05-14 13F Twin Focus Capital Partners, Llc 239,369 17.67 12,938 18.30
2026-05-08 13F Vanguard National Trust Co 204,597 11,058
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 15,016 72.90 812 74.03
2026-04-29 13F Weitzel Financial Services, Inc. 4,995 9.35 271 8.00
2026-04-13 13F Hm Payson & Co 144,688 65.93 7,820 66.84
2026-04-13 13F Sherman Wealth Management LLC 15,800 4.42 854 4.92
2026-04-16 13F Freedom Financial Partners LLC 185,163 3.35 10,008 3.91
2026-04-23 13F Analyst IMS Investment Management Services Ltd. 1,139,488 0.02 62 0.00
2026-05-07 13F First National Trust Co 8,258 446
2026-05-15 13F Walsh & Associates, LLC 855 7.95 46 9.52
2026-05-06 13F Kitching Partners, Llc 111,281 11.89 6,015 12.50
2026-05-14 13F Retiremitten Financial Llc 339 18
2026-04-28 13F Ti-trust, Inc 60,592 1.19 3,275 1.71
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 321,331 24.03 17,368 24.69
2026-05-12 13F Warwick Investment Management, Inc. 128,392 69.98 6,940 70.91
2026-04-16 13F Upper Left Wealth Management, LLC 61,846 3.32 3,343 3.89
2026-04-16 13F McClarren Financial Advisors, Inc. 25,901 336.04 1,400 12.73
2026-05-08 13F Vanguard Global Advisers, LLC 53,253,654 2,878,360
2026-05-15 13F Sanchez Levi Garrett 92,381 4,993
2026-05-11 13F Employees' Retirement Fund of the City of Fort Worth 134,100 59.45 7,248 60.32
2026-05-08 13F Stonebridge Financial Planning Group, LLC 31,267 1.98 1,690 2.49
2026-05-27 13F/A Maripau Wealth Management Llc 53,576 3.37 2,896 3.91
2026-04-08 13F Eclectic Associates Inc /adv 48,862 3.77 2,641 4.31
2026-04-28 13F Howe & Rusling Inc 227,508 15.98 12,297 16.61
2026-05-14 13F Level Four Advisory Services, Llc 11,952 23.27 646 23.99
2026-04-08 13F Oliver Luxxe Assets LLC 120,791 4.49 6,529 5.05
2026-05-15 13F Nikulski Financial, Inc. 12,117 655
2026-05-13 13F Sepio Capital, LP 657,435 1.35 35,534 1.90
2026-05-05 13F Plante Moran Financial Advisors, LLC 1,872 0.92 101 2.02
2026-04-08 13F Sharper & Granite LLC 11,115 10.05 601 10.70
2026-04-24 13F 4Thought Financial Group Inc. 158,477 0.13 8,566 0.67
2026-04-13 13F Rydar Equities, Inc. 19,333 2.65 1,045 3.16
2026-04-24 13F UMA Financial Services, Inc. 3,491 1.39 189 1.62
2026-04-08 13F Community Financial Services Group, LLC 126 7
2026-05-15 13F Family Management Corp 77,278 20,617.96 4,177 20,780.00
2026-05-11 13F Glaxis Capital Management, LLC 40,000 2,162
2026-04-21 13F Sensible Money, LLC 3,738 202
2026-04-06 13F Versant Capital Management, Inc 4,477 18.53 242 18.72
2026-04-10 13F Brucke Financial, Inc. 69,949 3,781
2026-04-29 13F Steele Capital Management, Inc. 1,918,432 3.60 103,691 4.16
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 43,389 64.98 2,345 65.96
2026-04-21 13F Creekside Partners 69,646 10.22 3,764 10.80
2026-05-11 13F Great Valley Advisor Group, Inc. 101,765 6.87 5,501 7.44
2026-02-11 13F Parallel Advisors, LLC 306,488 7.92 16,483 7.13
2026-05-04 13F 6th Street Advisors, LLC 70,148 3,791
2026-05-14 13F Gwn Securities Inc. 10,366 1.06 560 1.63
2026-04-21 13F Rooted Wealth Advisors, Inc. 51,275 4.87 3,021 9.50
2026-05-13 13F Choate Investment Advisors 27,399 121.00 1,481 122.22
2026-04-27 13F Level Wealth Management LLC 138,835 12.46 7,504 13.08
2026-04-16 13F SG Americas Securities, LLC 6,191 0
2026-05-04 13F Carrera Capital Advisors 13,642 0.81 737 1.38
2026-05-15 13F Private Capital Management, LLC 6,225 20.29 336 20.86
2026-04-23 13F Ameliora Wealth Management Ltd. 7,600 52.00 411 52.99
2026-05-06 13F Ascent Wealth Partners, LLC 85,527 4,623
2026-05-29 13F Keel Point, LLC 28,222 1.09 1,525 1.67
2026-01-14 13F Clarius Group, LLC 31,934 0.39 1,717 -0.41
2026-04-17 13F Signal Advisors Wealth, LLC 349,183 13.10 18,873 13.71
2026-04-14 13F Value Investment Professionals, LLC 19,434 8.61 1,050 9.26
2026-04-16 13F Stanley-Laman Group, Ltd. 6,390 345
2026-05-26 13F Serenity Investment Advisors 192,081 15.43 11,329 23.09
2026-05-07 13F S&co Inc 131,648 12.57 7 16.67
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2,485,963 2.88 134,366 3.43
2026-05-12 13F Portside Wealth Group, LLC 13,961 163.76 755 165.49
2026-05-14 13F Synergy Financial Group, LTD 35,625 23.88 1,926 24.51
2026-05-12 13F Stifel Financial Corp 6,181,354 30.94 334,102 31.65
2026-05-01 13F One Degree Advisors Inc 104,573 0.23 6 0.00
2026-05-15 13F 1607 Capital Partners, LLC 10,100 546
2026-05-21 13F Verus Capital Partners, Llc 23,646 20.12 1,278 20.79
2026-04-15 13F Journey Strategic Wealth Llc 37,139 4.58 2,007 5.13
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 12,165 1.00 658 1.55
2026-04-07 13F Farther Finance Advisors, LLC 669,207 29.58 36,278 30.67
2026-05-07 13F Arsenal Capital Advisors LLC 7,395 55.52 400 56.47
2026-04-27 13F HB Wealth Management, LLC 112,082 15.76 6,058 16.39
2026-05-15 13F Citadel Advisors Llc Put 465,100 1,635.45 25,139 1,645.69
2026-05-15 13F Citadel Advisors Llc Call 379,000 569.61 20,485 573.37
2026-04-24 13F Severin Investments, LLC 31,096 7.52 1,681 8.11
2026-04-08 13F Gilman Hill Asset Management, LLC 37,689 16.76 2,037 17.41
2026-05-27 13F Tenret Co LLC 158,379 6.77 8,560 7.35
2026-04-07 13F Blueline Advisors Llc 708 1.14 38 2.70
2026-05-11 13F Ashton Thomas Private Wealth, LLC 170,674 1.50 9,225 2.05
2026-05-05 13F Bank of New York Mellon Corp 11,488,522 6.85 620,955 7.43
2026-05-13 13F Pfc Capital Group, Inc. 69,084 5.15 4 0.00
2026-04-08 13F Roberts Wealth Advisors, LLC 199,696 11.05 10,794 11.65
2026-05-11 13F NLB Skladi, upravljanje premozenja, d.o.o. 151,755 7.33 8,202 7.91
2026-05-13 13F O'shaughnessy Asset Management, Llc 213,796 24.20 11,556 24.88
2026-04-23 13F Harbor Investment Advisory, Llc 5,699 17.53 308 18.46
2026-02-13 13F Motiv8 Investments LLC 13,024 1.35 1 -100.00
2026-04-27 13F Tennessee Valley Asset Management Partners 4,788 1.14 259 1.57
2026-04-29 13F Sigma Investment Counselors Inc 822,212 1.55 44,441 2.10
2026-05-01 13F Associated Banc-corp 275,662 11.50 14,900 12.11
2026-04-24 13F Squire Investment Management Company, LLC 24,353 8.07 1,316 8.67
2026-04-28 13F Golden State Equity Partners 10,763 49.03 582 49.74
2026-05-04 13F Tradewinds, LLC. 4,284 253
2026-05-15 13F Peapack Gladstone Financial Corp 1,661,215 4.23 90 4.71
2026-05-12 13F Cannon Financial Strategists, Inc. 18,623 2.52 1,007 3.07
2026-05-08 13F Pnc Financial Services Group, Inc. 10,454,119 2.18 565,045 2.73
2026-04-28 13F Ntv Asset Management Llc 5,316 32.21 287 32.87
2026-05-12 13F Athena Investment Management 9,614 8.99 520 9.49
2026-05-06 13F Spartan Wealth Advisory Services LLC 28,438 1,537
2026-05-13 13F Black Cypress Capital Management, LLC 10,644 5.23 575 5.89
2026-05-05 13F Tortoise Investment Management, LLC 185,778 2.39 10,041 2.94
2026-05-15 13F Toroso Investments, LLC Call 128,600 22.36 6,951 23.01
2026-04-21 13F PDS Planning, Inc 1,047,390 0.62 56,611 1.16
2026-05-04 13F Summit Wealth Group, LLC 116,147 1.59 6,278 2.13
2026-05-14 13F Zacks Investment Management 9,900 7.04 535 7.65
2026-05-15 13F Toroso Investments, LLC 856,463 1.54 46,292 2.09
2026-05-13 13F IF Advisors, LLC 130,286 5.51 7,042 6.07
2026-05-11 13F Chilton Capital Management Llc 113,808 18.33 6,151 18.97
2026-05-06 13F Dunhill Financial, LLC 5,022 115.72 272 118.55
2026-05-15 13F Rothschild Capital Partners, LLC 10,506 15.55 568 16.19
2026-04-27 13F Osborne Partners Capital Management, Llc 1,192,716 0.46 64,466 1.00
2026-04-30 13F Indivisible Partners 13,614 26.68 737 27.29
2026-04-17 13F AdvisorNet Financial, Inc 421,090 4.26 22,760 4.82
2026-04-22 13F Citrine Capital LLC 10,766 27.17 582 27.69
2026-05-05 13F Thayer Partners, LLC / MA 92,849 6.21 5,019 6.79
2026-04-17 13F Charter Trust Co 239,666 8.15 12,954 8.73
2026-04-27 13F Western Reserve Capital Management, LLC 93,344 3.09 5,045 3.66
2026-04-20 13F Kearns & Associates LLC 115,386 2.71 6,237 3.26
2026-05-15 13F DV Trading LLC 26,000 124.14 1,405 125.52
2026-04-17 13F Discipline Wealth Solutions, LLC 103,905 832.22 5,616 837.56
2026-04-20 13F Lord & Richards Wealth Management, LLC 30,762 2.48 1,663 3.04
2026-04-24 13F United Community Bank 37,585 0.03 2,031 0.59
2026-04-13 13F Colorado Capital Management, Inc. 10,659 3.78 1
2026-04-30 13F Millstone Evans Group, LLC 6,796 12.76 367 13.27
2026-05-01 13F Pittenger & Anderson Inc 1,533 2.20 83 2.50
2026-04-27 13F Wbh Advisory Inc 78,045 1.42 4,231 2.27
2026-05-14 13F Bernard Wealth Management Corp. 332 2,666.67 18
2026-05-12 13F WCG Wealth Advisors LLC 21,123 14.88 1,142 15.49
2026-05-01 13F Evergreen Wealth Management, LLC 9,532 3.27 515 3.83
2026-05-15 13F Keating Financial Advisory Services, Inc. 2,755 6.21 149 6.47
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 97,351 3.10 5,262 3.64
2026-05-08 13F King Luther Capital Management Corp 2,674 62.49
2026-04-08 13F Canandaigua National Corp 72,664 3,927
2026-05-11 13F VeraBank, N.A. 7,430 0.47 402 1.01
2026-04-21 13F Northland Capital Management LLC 38,084 6.91 2,058 7.52
2026-05-14 13F Bank of Marin 9,043 5.10 489 5.63
2026-05-13 13F GW&K Investment Management, LLC 301,777 9.30 16 14.29
2026-05-12 13F Fiera Capital Corp 63,860 39.25 3,452 40.00
2026-05-15 13F Summit Financial, LLC 422,809 11.88 22,853 12.49
2026-04-13 13F LexAurum Advisors, LLC 12,113 10.07 655 9.73
2026-05-05 13F Fusion Family Wealth LLC 2,071,283 1.07 111,953 1.62
2026-04-24 13F Kendall Capital Management 231,540 6.26 12,515 6.84
2026-04-29 13F Waters Parkerson & Co., Llc 119,636 24.35 6,466 25.02
2026-04-14 13F Palisade Asset Management, LLC 20,693 0.75 1,118 1.27
2026-05-14 13F North Ridge Wealth Advisors, Inc. 794 14.24 39 2.70
2026-04-27 13F Revisor Wealth Management LLC 34,833 17.68 1,883 12.90
2026-05-14 13F Grantham, Mayo, Van Otterloo & Co. LLC 12,635 683
2026-04-13 13F Creative Financial Designs Inc /adv 239,893 3.70 12,966 4.26
2026-05-07 13F Legacy Wealth Managment, LLC/ID 4,103 151.10 222 154.02
2026-04-22 13F Matrix Asset Advisors Inc/ny 45,178 5.97 2,442 6.55
2026-04-24 13F Argent Advisors, Inc. 29,683 425.92 1,604 429.37
2026-04-29 13F Great Hill Capital LLC 8,735 76.64 472 78.11
2026-04-17 13F HHM Wealth Advisors, LLC 4,194 2.69 227 3.20
2026-04-15 13F Arch Global Advisors, LLC 93,488 5,053
2026-04-20 13F LVW Advisors, LLC 138,909 1,064.07 7,508 1,071.29
2026-05-08 13F Jackson Hole Capital Partners, LLC 113,506 1.39 6,135 1.94
2026-02-18 13F Financial Advisory Service, Inc. 6,306 0.29 339 -0.29
2026-05-14 13F CIBC World Markets Inc. 322,806 0.53 17,448 1.07
2026-05-15 13F Ameriprise Financial Inc 13,354,926 33.81 721,560 35.20
2026-05-01 13F Silver Oak Advisory Group, Inc. 7,206 7.23 0
2026-04-23 13F Alley Investment Management Company, LLC 135,042 37.61 7,299 38.37
2026-04-15 13F Hilltop Wealth Advisors, Llc 110,975 58.45 5,998 59.31
2026-05-07 13F ESL Trust Services, LLC 29,496 7.00 1,594 7.63
2026-05-15 13F Cerity Partners LLC 4,201,293 16.73 227,467 17.56
2026-05-14 13F Catalytic Wealth RIA, LLC 68,056 38.97 3,678 39.74
2026-05-14 13F Venture Visionary Partners LLC 91,451 3.82 4,943 4.37
2026-05-13 13F Geometric Wealth Advisors 10,415 66.40 563 67.26
2026-04-16 13F Flywheel Private Wealth LLC 70,767 15.33 3,825 15.95
2026-05-04 13F Copia Wealth Management 544 43.16 29 45.00
2026-04-22 13F Viewpoint Investment Partners Corp 31,820 1.27 1,720 1.78
2026-05-05 13F UBS Group AG 21,183,531 6.68 1,144,970 7.26
2026-05-14 13F Ieq Capital, Llc 109,782 13.35 5,934 13.96
2026-05-07 13F Van Strum & Towne Inc. 76,946 5.65 4,159 6.21
2026-04-13 13F Winthrop Advisory Group LLC 112,430 0.19 6,077 0.73
2026-04-14 13F Compton Wealth Advisory Group, LLC 110,817 39.71 6,007 40.88
2026-04-20 13F Jfs Wealth Advisors, Llc 281,455 5.48 15,213 6.05
2026-04-09 13F Thrive Wealth Management, LLC 105,154 1.18 5,684 1.72
2026-05-13 13F Martin & Co Inc /tn/ 315,648 2.02 17,061 2.57
2026-05-12 13F Kirtland Hills Capital Management, Llc 7,377 0.83 433 10.18
2026-04-22 13F M3 Advisory Group, LLC 10,358 0.78 560 1.27
2026-02-05 13F Center for Financial Planning, Inc. 574,323 1.44 30,876 0.65
2026-04-16 13F Addis & Hill, Inc 98,565 2.40 5,327 2.96
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 258,752 11.30 13,986 11.90
2026-05-15 13F Evergreen Wealth Solutions, LLC 23,786 302.95 1,286 305.36
2026-05-15 13F Bragg Financial Advisors, Inc 23,939 3.88 1,294 4.44
2026-05-04 13F Mendel Money Management 8,157 87.30 441 88.03
2026-04-22 13F Tred Avon Family Wealth, Llc 68,496 3.11 3,702 3.67
2026-04-27 13F Evolution Wealth Management Inc. 2,339 8.04 126 8.62
2026-05-08 13F Tandem Financial, LLC 61,571 409.48 3,328 525.38
2026-04-24 13F Lynx Investment Advisory 18,832 16.82 1,018 17.44
2026-05-12 13F Oakmont Advisory Group, LLC 68,824 35.47 3,720 36.18
2026-04-20 13F Kestra Private Wealth Services, Llc 380,678 11.20 20,576 11.80
2026-04-20 13F Naples Global Advisors, Llc 102,479 4.59 5,539 5.15
2026-05-15 13F Headinvest, Llc 102,997 2.08 5,567 2.62
2026-05-12 13F Orcam Financial Group 32,421 2.32 1,752 2.88
2026-04-08 13F Capital Advisors Wealth Management, LLC 4,999 0.24 270 0.75
2026-05-08 13F Bluebird Wealth Management LLC 39,253 2,122
2026-05-15 13F Aqr Capital Management Llc 458,799 24.22 24,798 24.90
2026-05-20 13F Hobbs Group Advisors, LLC 4,751 257
2026-04-15 13F Steinberganna Wealth Management 29,348 50.66 1,586 51.48
2026-05-11 13F Commerce Bank 1,145,122 4.68 61,894 5.24
2026-04-07 13F Bulwark Capital Corp 833 38.83 45 40.63
2026-05-08 13F Bruce G. Allen Investments, LLC 196 11
2026-05-11 13F WealthTrust Axiom LLC 3,979 215
2026-05-08 13F Addison Advisors LLC 3,176 4.40 172 4.91
2026-04-22 13F Union Bancaire Privee, UBP SA 294,747 50.66 15,358 46.30
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 271,026 5.86 14,649 6.43
2026-05-08 13F Marshall Investment Management, Llc 116 6
2026-05-14 13F Empower Advisory Group, LLC 35,534,123 4.30 1,920,619 4.86
2026-05-08 13F Vanguard Advisers Inc 814,497 44,023
2026-05-01 13F Welch & Forbes Llc 54,978 0.14 2,972 0.68
2026-04-10 13F HT Partners LLC 123,842 6.83 6,694 7.41
2026-04-23 13F American National Bank 100 5
2026-04-27 13F F&V Capital Management, LLC 23,585 2.84 1 0.00
2026-01-26 13F Liberty Capital Management, Inc. 33,477 1.86 1,800 1.07
2026-04-08 13F Warner Financial, Inc 107,578 4.86 5,815 116,200.00
2026-05-15 13F Royal Bank Of Canada 13,962,984 2.63 754,698 3.18
2026-05-05 13F Harmony Asset Management Llc 8,373 453
2026-04-29 13F Proactive Wealth Strategies LLC 8,509 460
2026-04-24 13F Vision Capital Management, Inc. 640,590 3.92 34,624 4.48
2026-05-06 13F Finhabits Advisors LLC 180,983 2.91 9,782 3.47
2026-05-08 13F Crestmont Private Wealth LLC 295,395 2.29 15,966 2.85
2026-04-13 13F Cordant, Inc. 311,992 4.33 16,863 4.89
2026-06-01 13F Caerus Investment Advisors, LLC 4,442 4.62 240 5.26
2026-05-15 13F United Capital Financial Advisers, Llc 258,494 1.08 13,972 1.62
2026-05-14 13F C M Bidwell & Associates Ltd 26,738 7.02 1,445 7.59
2026-04-07 13F Anderson Hoagland & Co 227,141 13.21 12,277 13.82
2026-04-30 13F Arista Wealth Management, LLC 10,795 9.59 583 10.21
2026-04-14 13F Shrier Wealth Management, Llc 307,334 5.85 16,611 6.42
2026-04-10 13F Novem Group 25,570 0.19 1,382 0.73
2026-04-07 13F City Center Advisors, LLC 12,843 0.05 694 0.58
2026-05-12 13F One Capital Management, LLC 122,299 24.39 6,610 25.07
2026-04-22 13F TruNorth Capital Management, LLC 5,090 275
2026-04-28 13F Kingswood Wealth Advisors, Llc 14,540 24.08 786 24.80
2026-04-27 13F Prasad Wealth Partners, LLC 4,689 253
2026-05-01 13F Hohimer Wealth Management, Llc 70,439 3,807
2026-04-13 13F John W. Brooker & Co., CPAs 3,954 214
2026-01-16 13F Oldfather Financial Services, LLC 7,619 33.41 410 32.36
2026-04-24 13F Smithbridge Asset Management Inc/de 47,293 2,556
2026-05-14 13F Hara Capital LLC 1,480 80
2026-05-04 13F TrustBank 3,089 167
2026-05-14 13F Cwm, Llc 302,080 3.58 16,327 108,746.67
2026-04-20 13F Echo45 Advisors LLC 173,422 0.11 9,373 0.64
2026-04-21 13F FSA Investment Group, LLC 5,495 297
2026-05-15 13F Westwood Holdings Group Inc 90,402 4,886
2026-04-30 13F Kestra Advisory Services, LLC 839,700 4.31 45,386 4.88
2026-05-14 13F Milestone Asset Management Group, LLC 10,801 2.09 584 2.64
2026-04-23 13F Financial Guidance Group, Inc. 59,428 7.31 3,212 7.89
2026-04-15 13F Aspen Investment Management Inc 25,369 9.69 1 0.00
2026-05-13 13F Gibbs Wealth Management 13,890 751
2026-05-15 13F Silvercrest Asset Management Group Llc 441,150 3.17 23,844 3.73
2026-05-08 13F Smithfield Trust Co 1,027,520 2.22 55 3.77
2026-04-08 13F Winter & Associates, Inc. 36,235 47.36 1,957 48.15
2026-05-29 13F Krane Financial Solutions LLC 101,600 5,491
2026-02-05 13F Maxele Advisors, LLC 9,950 0.10 535 -0.74
2026-04-21 13F Mayport, Llc 37,154 49.63 2,008 50.52
2026-04-09 13F DHJJ Financial Advisors, Ltd. 2,433 0.70 132 1.55
2026-04-20 13F First Bancorp, Inc /ME/ 59,065 0.81 3,192 1.37
2026-04-21 13F Merkkuri Wealth Advisors LLC 28 2
2026-05-06 13F Cedar Point Capital Partners, LLC 124,355 2.98 6,721 3.54
2026-05-05 13F SOUTH STATE Corp 38,359 29.79 2,073 30.54
2026-04-14 13F Cohen Capital Management, Inc. 14,279 0.13 772 0.65
2026-05-12 13F Stephenson & Company, Inc. 119,335 1.82 6,450 2.38
2026-05-05 13F Regions Financial Corp 5,772,617 70.43 312,010 71.35
2026-05-05 13F Coquina Private Wealth LLC 4,549 12.79 246 13.43
2026-05-13 13F PKS Advisory Services, LLC 15,315 2.23 828 2.73
2026-05-13 13F Protective Life Corp 659 36
2026-04-28 13F Bogart Wealth, LLC 3,909 0.36 211 0.96
2026-04-17 13F United Advisor Group, LLC 39,737 1.41 2,148 1.95
2026-05-05 13F NerdWallet Wealth Partners, LLC 99,577 22.63 5,382 23.53
2026-04-22 13F Coastal Investment Advisors, Inc. 5,491 9.25 297 9.63
2026-05-14 13F Ade, Llc 13,580 9.43 734 9.90
2026-04-23 13F Drucker Wealth 3.0, LLC 79,099 1.22 4,275 1.79
2026-04-14 13F Vestia Personal Wealth Advisors 4,565 1.63 247 -2.38
2026-05-04 13F Texas Yale Capital Corp. 125,237 3.29 6,769 3.85
2026-04-16 13F BridgePort Financial Solutions, LLC 17,909 22.42 968 23.03
2026-05-07 13F Jefferies Financial Group Inc. 150,055 12.09 8,110 12.70
2026-05-15 13F Mercer Global Advisors Inc /adv 16,593,473 4.79 896,877 5.38
2026-05-11 13F Rinkey Investments 108,056 51.14 5,840 51.96
2026-04-28 13F SBI Okasan Asset Management Co.Ltd. 3,106,050 83.09 162,819 79.03
2026-04-23 13F Equita Financial Network, Inc. 13,671 1.78 739 2.22
2026-04-21 13F Old National Bancorp /in/ 673,377 18.41 36,396 19.05
2026-04-13 13F IFP Advisors, Inc 147,841 11.04 7,991 11.64
2026-05-04 13F Citizens National Bank Trust Department 18 1
2026-04-23 13F Mayflower Financial Advisors, LLC 26,589 9.32 1,437 9.95
2026-05-06 13F Advisortrust Partners, Llc 11,010 595
2026-04-02 13F Noble Wealth Management PBC 2,901 1.47 157 1.96
2026-04-09 13F Park Place Capital Corp 214,478 7.31 11,593 7.88
2026-04-29 13F BHK Investment Advisors, LLC 103,119 3.06 5,574 3.61
2026-04-20 13F City State Bank 38,584 3.83 2,085 4.41
2026-05-06 13F Meridian Wealth Management, LLC 49,571 4.24 2,679 4.77
2026-04-30 13F KLCM Advisors, Inc. 10,129 1.64 547 2.24
2026-05-15 13F Beacon Pointe Advisors, LLC 2,008,031 79.69 108,534 80.66
2026-05-14 13F Hrt Financial Lp 129,917 7
2026-05-14 13F Northern Oak Wealth Management Inc 113,089 3.92 6,112 4.48
2026-04-27 13F PFG Investments, LLC 15,744 14.42 851 15.02
2026-05-05 13F Shaker Investments Llc/oh 42,774 8.08 2,312 8.65
2026-05-15 13F Huntington National Bank 5,051 159,345 -0.97
2026-04-20 13F YANKCOM Partnership 91,852 12.97 4,965 13.59
2026-05-11 13F Brooklyn FI, LLC 349,752 3.16 18,904 3.72
2026-04-28 13F Meridian Investment Counsel Inc. 21,766 0.12 1,176 0.68
2026-05-05 13F Crestwood Advisors Group LLC 27,392 3.08 1,481 3.64
2026-05-07 13F Grandfield & Dodd, Llc 13,402 0.65 724 0.84
2026-05-14 13F Ballentine Partners, LLC 2,832,034 1.26 153,071 1.80
2026-04-17 13F Legacy Wealth Partners, LLC 56,620 2.80 3,060 3.34
2026-04-03 13F Coastline Trust Co 221,590 37.22 11,977 37.96
2026-05-12 13F Reyes Financial Architecture, Inc. 9 0
2026-04-23 13F Forum Financial Management, LP 13,783 12.06 745 12.56
2026-05-13 13F Freestone Capital Holdings, LLC 1,612,987 20.13 87,182 20.78
2026-04-16 13F IVC Wealth Advisors LLC 6,308 15.74 341 16.44
2026-04-20 13F KFA Private Wealth Group, LLC 4,249 3.94 230 4.57
2026-05-11 13F Emerald Investment Advisers, LLC 77,618 4,195
2026-04-23 13F Midwest Financial Partners Investments, Inc. 251,169 7.30 13,576 7.88
2026-05-06 13F Clifford Swan Investment Counsel Llc 11,301 1.80 611 2.35
2026-05-13 13F Cetera Investment Advisers 4,809,582 0.24 259,958 0.78
2026-05-08 13F Evolution Wealth Advisors, LLC 9,257 10.72 500 11.36
2026-04-10 13F Level Financial Advisors, Inc. 103,054 9.42 5,570 10.01
2026-04-28 13F Southern Michigan Bank & Trust 452 24
2026-05-04 13F Geneos Wealth Management Inc. 203,555 22.38 11,002 23.05
2026-05-15 13F Smartleaf Asset Management LLC 1,077,278 18.12 56,471 15.07
2026-04-10 13F Putney Financial Group LLC 13,397 724
2026-05-11 13F First Financial Bankshares Inc 949,065 0.40 51,297 0.94
2026-05-13 13F Alamar Capital Management, LLC 13,992 37.23 756 37.96
2026-05-14 13F Sentinel Advisory Group, LLC 9,980 539
2026-02-20 13F Verus Advisory, Inc. 146,068 7,858
2026-05-14 13F Keebeck Wealth Management, LLC 5,084 0.22 275 0.74
2026-04-13 13F Advocate Group Llc 168,220 6.47 9,092 7.05
2026-04-22 13F Benchmark Financial, LLC 8,025 19.60 434 20.28
2026-05-15 13F Qube Research & Technologies Ltd 18,186 241.84 983 243.36
2026-05-08 13F HORAN Wealth, LLC 38,268 100.00 2,058 100.19
2026-04-22 13F Jim Saulnier & Associates, Llc 15,917 17.75 860 18.46
2026-04-29 13F Lmcg Investments, Llc 71,178 3.15 3,847 3.72
2026-04-24 13F Twin City Private Wealth, Llc 6,640 1.08 359 1.42
2026-04-22 13F Caldwell Trust Co 11,353 5.09 614 5.69
2026-04-08 13F Whitcomb & Hess, Inc. 362,302 1.42 19,582 -2.04
2026-04-10 13F PFW Advisors LLC 168,028 0.03 9,082 0.56
2026-05-15 13F Mittelman Wealth Management 240,969 6.74 13,024 7.32
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 326,501 7.68 17,647 8.26
2026-05-12 13F Mission Financial Group, LLC 6,442 0.08 348 0.58
2026-05-08 13F Bokf, Na 3,385,545 3.19 182,989 3.75
2026-05-14 13F Nicolet Bankshares Inc 41,184 158.21 2,228 159.98
2026-04-20 13F Fiduciary Alliance LLC 7,228 21.72 420 31.35
2026-02-20 13F SB Capital Management Inc 5,613 302
2026-04-28 13F MBL Wealth, LLC 50,703 4.00 2,740 4.58
2026-05-11 13F Manchester Capital Management LLC 59,050 1.34 3,192 1.88
2026-04-14 13F American State Bank (Iowa) 6,340 5.05 343 5.56
2026-04-24 13F Wealth Care LLC 16,103 870
2026-05-13 13F Stembrook Asset Management, LLC 23,875 0.42 1,290 0.94
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 18,155 1.38 981 1.98
2026-04-10 13F Cooke Wealth Management, LLC 36,287 0.96 1,961 -2.68
2026-05-07 13F Tull Financial Group, Inc. 133,911 34.42 7,238 35.14
2026-04-08 13F Aurelius Family Office LLC 159,117 2.25 8,600 -0.03
2026-04-20 13F First PREMIER Bank 6,525 0.08 0
2026-04-13 13F/A Sunburst Financial Group, LLC 3,910 4.10 211 4.98
2026-05-15 13F Signal Tree Financial Partners Llc 84,058 2.07 4,543 2.62
2026-05-04 13F Westside Investment Management, Inc. 41,998 5.58 2,269 5.83
2026-04-22 13F Horizon Bancorp Inc /in/ 123 355.56 0
2026-05-14 13F Twin Tree Management, LP 21,439 1,159
2026-05-15 13F Security National Bank Of So Dak 8,476 7.33 458 8.02
2026-05-15 13F Perennial Investment Advisors, LLC 6,192 14.03 335 14.78
2026-05-08 13F Junk Investment Group, LLC 50,189 2,713
2026-05-08 13F Urban Financial Advisory Corp 9,718 24.48 525 25.30
2026-05-13 13F Scotia Capital Inc. 34,588 7.40 1,869 7.97
2026-05-08 13F Tfo-tdc, Llc 71,097 0.30 3,843 0.84
2026-04-17 13F Tectonic Advisors Llc 271,580 1.17 14,679 1.71
2026-05-12 13F Moneta Group Investment Advisors Llc 826,843 2.94 44,691 3.49
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3,315 831.18 179 842.11
2026-05-13 13F Archvest Wealth Advisors, Inc. 7,784 13.72 421 14.44
2026-04-17 13F Viewpoint Capital Management LLC 26,741 0.02 1,445 0.56
2026-04-24 13F Essex Financial Services, Inc. 18,488 2.73 999 3.31
2026-04-14 13F Arvest Investments, Inc. 380,896 1.53 20,587 2.08
2026-04-16 13F Greenfield Savings Bank 25,405 16.33 1,373 16.95
2026-05-06 13F Avalon Trust Co 228 12
2026-05-11 13F Montis Financial, LLC 7,750 21.97 419 22.58
2026-05-13 13F Owl Creek Wealth Partners LLC 2,074 112
2026-04-21 13F Armbruster Capital Management, Inc. 36,170 1.08 1,955 1.61
2026-05-11 13F Per Stirling Capital Management, LLC. 30,885 25.50 1,669 26.15
2026-05-14 13F Baird Financial Group, Inc. 7,028,898 10.59 379,912 11.19
2026-04-20 13F LS Investment Advisors, LLC 3,777 204
2026-04-16 13F Evolve Private Wealth, Llc 30,631 1,656
2026-05-15 13F Dimension Capital Management Llc 11,474 46.13 620 46.92
2026-05-05 13F Capital Investment Advisory Services, LLC 11,950 10.80 646 11.40
2026-04-13 13F Woodside Wealth Management LLC 4,936 0.10 267 0.38
2026-05-05 13F Sanctuary Advisors, LLC 437,965 7.23 23,672 7.81
2026-04-21 13F Davidson Investment Advisors 18,470 836
2026-04-22 13F Janney Montgomery Scott LLC 2,087,799 19.96 113 20.43
2026-05-01 13F Sovran Advisors, LLC 19,363 13.13 1,141 18.36
2026-05-14 13F EP Wealth Advisors, Inc. 7,672,486 6.77 414,698 7.34
2026-04-24 13F Keybank National Association/oh 2,658,888 3.02 143,713 3.57
2026-05-13 13F Mariner, LLC 14,027,303 7.54 757,768 8.06
2026-05-07 13F Sage Financial Group Inc 1,244,435 54.05 67,262 54.88
2026-05-04 13F Envestnet Asset Management Inc 39,564,716 11.68 2,138,473 12.28
2026-04-13 13F Cyndeo Wealth Partners, LLC 45,734 2.35 2,472 2.87
2026-04-20 13F Penobscot Wealth Management 232,078 7.69 12,544 8.26
2026-05-19 13F McIlrath & Eck, LLC 7,352 2.97 397 3.66
2026-05-07 13F Crewe Advisors LLC 119,211 24.86 6,443 25.55
2026-04-16 13F Brookstone Capital Management 496,122 1.18 26,815 1.73
2026-02-05 13F Wealth Advisory Team LLC 95,703 5.29 5,145 14.44
2026-04-16 13F GEN Financial Management, INC. 12,527 0.44 677 1.04
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 110,130 7.20 5,953 7.79
2026-04-21 13F Claro Advisors LLC 171,362 9,262
2026-05-14 13F Great West Life Assurance Co /can/ 30,725 7.52 2 0.00
2026-04-29 13F Cambridge Capital Management, Llc 28,480 0.80 1,539 1.38
2026-05-13 13F 49 Wealth Management, Llc 11,014 25.37 595 26.06
2026-05-12 13F Tower Bridge Advisors 19,371 1,047
2026-04-21 13F Mesirow Financial Investment Management, Inc. 234,308 21.69 12,664 22.36
2026-05-11 13F Allianz Se 370,197 6.41 20,009 6.99
2026-04-24 13F My Purposeful Wealth Corp. 14,771 9.60 798 10.22
2026-04-20 13F Apella Capital, LLC 1,959,368 4.05 115,955 14.54
2026-05-08 13F Prime Capital Investment Advisors, LLC 32,505 5.44 1,757 5.97
2026-05-13 13F Dynamic Wealth Strategies, LLC 24,514 3.89 1,325 4.42
2026-04-16 13F Capstone Wealth Management Group LLC 7,981 10.88 431 11.66
2026-05-12 13F Bbr Partners, Llc 14,656 7.25 792 7.90
2026-05-05 13F Sky-mountain Capital Management, Inc. 11,309 3.90 611 -1.29
2026-04-23 13F Fairway Wealth LLC 158,400 1.62 8,562 2.17
2026-06-01 13F Foguth Wealth Management, LLC. 9,510 4.99 569 14.49
2026-05-01 13F Smart Portfolios, LLC 26,208 0.89 1,417 1.43
2026-05-12 13F Voya Financial Advisors, Inc. 43,282 29.12 2,272 26.38
2026-04-13 13F Amplius Wealth Advisors, LLC 3,737 202
2026-04-21 13F Shepherd Street Advisors LLC 33,750 15.53 1,824 16.18
2026-01-29 13F Comerica Bank 1,527,887 39.80 82,139 38.72
2026-04-23 13F Ellenbecker Investment Group 531,819 6.81 28,745 7.39
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 192,044 0.93 10,380 1.48
2026-04-24 13F Stock Yards Bank & Trust Co 31,368 58.60 1,695 59.45
2026-04-01 13F First Financial Bank - Trust Division 6,780 0.10 366 0.55
2026-05-04 13F Principal Financial Group Inc 163,535 5.09 8,839 5.67
2026-04-16 13F Park National Corp /oh/ 61,221 224.76 3,309 226.55
2026-05-15 13F Okabena Investment Services Inc 279,045 4.59 15,082 5.15
2026-05-07 13F Manuka Financial, LLC 57,232 0.02 3,093 0.55
2026-04-15 13F Parsons Capital Management Inc/ri 101,787 3.13 5,502 3.69
2026-05-11 13F Optimist Retirement Group LLC 10,472 6.37 566 6.99
2026-04-23 13F Cornerstone Wealth Management, LLC 60,464 8.21 3,268 8.82
2026-04-28 13F Cohen Investment Advisors LLC 17,291 8.18 935 8.73
2026-05-15 13F Bank Of America Corp /de/ 144,806,250 23.20 7,826,778 23.87
2026-04-13 13F Gill Capital Partners, Llc 41,166 0.98 2,225 1.55
2026-05-13 13F Forthright Family Wealth Advisory LLC 11,814 117.41 493 68.84
2026-05-06 13F Bessemer Group Inc 1,584,300 1.04 86 1.19
2026-04-27 13F Baer Investment Advisory LLC 38,510 2,081
2026-04-24 13F American Institute for Advanced Investment Management, LLP 8,878 64.16 480 65.17
2026-04-29 13F First Interstate Bank 20,496 10.65 1,108 11.26
2026-05-15 13F TCG Advisory Services, LLC 148,122 596.23 8,006 600.35
2026-05-14 13F Vident Advisory, LLC 492,036 170.65 26,595 172.12
2026-05-06 13F Simon Quick Advisors, Llc 658,567 7.24 35,596 7.82
2026-04-07 13F Stonekeep Investments, LLC 153,268 7.32 8,284 118,242.86
2026-05-15 13F Gateway Wealth Partners, LLC 37,129 760.46 2,007 768.40
2026-05-15 13F Sierra Capital LLC 176,780 15.90 10 12.50
2026-05-08 13F Stephens Greth Foundation 446,625 384.04 24,140 386.69
2026-05-13 13F Ameritas Investment Partners, Inc. 256,901 13.19 13,886 13.80
2026-05-15 13F Bridgewater Associates, LP 2,721,740 4.48 147,110 5.04
2026-04-09 13F Freestate Advisors LLC 10,366 7.93 560 8.53
2026-02-13 13F Colony Group, LLC 3,512,625 7.63 188,423 6.51
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 25,564 174.76 1,382 176.20
2026-05-01 13F Granite Bay Wealth Management, LLC 7,158 387
2026-04-30 13F Ramsay, Stattman, Vela & Price, Inc. 29,386 4.53 1,588 5.10
2026-04-13 13F Chesley Taft & Associates LLC 69,296 19.69 3,745 20.34
2026-04-30 13F Nuveen, LLC 1,189,959 19.73 64,317 20.38
2026-04-22 13F BluePath Capital Management, LLC 5,618 304
2026-04-24 13F Brown Financial Advisory 7,990 432
2026-04-09 13F Noble Family Wealth, LLC 38,997 7.85 2,108 8.44
2026-04-07 13F GK Wealth Management LLC 74,749 3,918
2026-04-21 13F J2 Capital Management Inc 21,865 12.06 1,182 12.69
2026-05-01 13F FDx Advisors, Inc. 4,505 1.74 0
2026-05-14 13F Sloy Dahl & Holst, LLC 8,728 6.45 472 7.05
2026-04-21 13F Northern Lights Advisors, Inc. 79,042 1.72 4,272 2.27
2026-04-27 13F Portland Financial Advisors Inc 9,544 1.01 516 1.58
2026-05-14 13F Gamco Investors, Inc. Et Al 73,859 139.89 3,992 141.21
2026-05-04 13F Greenspring Advisors, LLC 47,131 1.26 2,547 1.80
2026-04-08 13F Evanson Asset Management, LLC 52,061 0.65 2,814 1.19
2026-05-15 13F Gould Capital, LLC 131,348 6.46 7,099 7.04
2026-04-17 13F Integrated Capital Management, LLC 62,697 3.68 3,389 4.25
2026-04-07 13F Alpha Omega Wealth Management LLC 11,888 0.02 643 0.63
2026-05-20 13F TrueWealth Financial Partners 265,886 14,371
2026-05-06 13F Greenwood Gearhart Inc 6,512 352
2026-05-12 13F IPG Investment Advisors LLC 6,333 342
2026-04-28 13F Whittier Trust Co 1,177,251 7.19 63,583 4.15
2026-04-08 13F LifeGuide Financial Advisors, LLC 36,518 1.17 1,974 -0.45
2026-05-06 13F Fort Sheridan Advisors Llc 65,142 8.41 3,521 8.98
2026-04-15 13F City Holding Co 49,753 14.74 2,688 15.36
2026-05-07 13F Oak Harbor Wealth Partners, Llc 18,407 42.87 995 43.64
2026-04-29 13F Marino, Stram & Associates Llc 7,393 0.41 400 1.01
2026-05-11 13F Sage Mountain Advisors LLC 6,472 3.60 350 4.18
2026-05-12 13F SGL Investment Advisors, Inc. 15,638 13.05 944 21.81
2026-04-16 13F Waystone Advisors Llc 4,591 248
2026-02-13 13F Nicolet Advisory Services, Llc 12,805 46.26 721 50.63
2026-04-23 13F Brown Miller Wealth Management, LLC 80,217 30.01 4,336 30.73
2026-05-07 13F Forum Finance Group S.A. 3,051 0
2026-05-07 13F Harbor Advisory Corp /ma/ 239,540 2.46 12,947 3.02
2026-04-24 13F Clarity Wealth Advisors, LLC 7,737 5.01 418 5.56
2026-05-15 13F Cape Investment Advisory, Inc. 9,424 4.53 509 5.17
2026-05-18 13F Strategic Investment Advisors / MI 452,200 6.89 24,442 7.47
2026-02-06 13F Global Retirement Partners, LLC 391,859 35.57 21,066 34.52
2026-05-07 13F Sagespring Wealth Partners, Llc 9,024 74.99 488 75.81
2026-05-12 13F Innovative Asset Advisors Group, LLC 100 5
2026-04-29 13F CVA Family Office, LLC 9,042 29.32 489 30.13
2026-05-05 13F LOM Asset Management Ltd 9,565 25.20 517 25.85
2026-05-08 13F Mystic Asset Management, Inc. 6,881 17.00 372 17.41
2026-04-21 13F Sequent Planning LLC 22,387 35.50 1,210 36.26
2026-05-12 13F Vista Cima Wealth Management LLC 37,899 2,048
2026-05-14 13F PlanVest Financial, Inc 44,184 2,388
2026-04-21 13F WealthNavi Inc. 16,101,944 1.54 870 2.11
2026-05-13 13F Federation des caisses Desjardins du Quebec 42,339 0.66 2,288 1.19
2026-05-15 13F Evercore Wealth Management, LLC 208,764 46.93 11,284 47.72
2026-04-16 13F Clark Asset Management, LLC 1,053,450 10.03 56,939 10.62
2026-05-13 13F 1620 Investment Advisors, Inc. 187 10
2026-02-17 13F Stark Wealth Management LLC 35,468 1,562
2026-04-17 13F Sovereign Financial Group, Inc. 234,069 8.83 12,651 9.42
2026-05-15 13F Carret Asset Management, Llc 27,799 0.91 1,503 1.42
2026-04-15 13F Cypress Financial Planning Llc 190,806 1.55 10,313 2.02
2026-05-05 13F Valtinson Bruner Financial Planning LLC 5,703 308
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 282,811 1.28 15,286 1.83
2026-04-23 13F DiPaolo Financial Group, Inc. 130,276 18.72 7,041 19.36
2026-05-15 13F Integrated Wealth Concepts LLC 985,324 26.63 53,257 27.31
2026-05-11 13F Madden Advisory Services, Inc. 23,617 4.30 1,276 4.85
2026-04-15 13F Verum Partners LLC 45,203 4.11 2,443 4.67
2026-04-14 13F Peak Wealth Management LLC 4,073 220
2026-05-01 13F Mutual Advisors, LLC 601,281 6.00 32,499 6.57
2026-05-08 13F Walleye Trading LLC Put 21,300 1,320.00 1,151 1,338.75
2026-04-29 13F Garde Capital, Inc. 524,563 1.25 28,353 1.80
2026-04-30 13F Money Concepts Capital Corp 209,059 3.80 11,300 4.36
2026-04-22 13F My Personal CFO, LLC 24,647 0.17 1,332 0.76
2026-05-13 13F Archetype Wealth Partners 2,886 0
2026-01-16 13F Trust Co Of Vermont 127,358 18.57 6,847 17.65
2026-05-12 13F Red Reef Advisors Llc 13,341 13.89 721 14.63
2026-04-23 13F Oppenheimer & Co Inc 306,744 24.38 16,580 25.06
2026-05-13 13F BlackRock, Inc. 4,507,896 2.19 243,652 2.74
2026-04-23 13F Kagan Cocozza Asset Management 97,244 14.06 5,256 14.68
2026-04-27 13F Mount Yale Investment Advisors, LLC 28,401 309.53 1,535 312.63
2026-04-10 13F Green Ridge Wealth Planning LLC 46,157 5.14 2,495 5.68
2026-04-22 13F Sendero Wealth Management, LLC 9,902 4.19 535 4.90
2026-04-21 13F Encompass Wealth Advisors, Llc 27,557 1.29 1,489 1.85
2026-05-07 13F Basepoint Wealth LLC 4,343 27.70 235 28.57
2026-05-15 13F Transamerica Financial Advisors, Inc. 16,597 56.56 897 57.64
2026-05-04 13F Nwam Llc 95,891 6.46 5,183 2.76
2026-05-13 13F Adviser Investments LLC 4,518,470 7.97 244,223 8.55
2026-04-16 13F CWC Advisors, LLC. 21,314 3.57 1,152 4.16
2026-05-11 13F Fiduciary Group LLC 164,762 2.44 8,905 2.98
2026-05-14 13F Dynasty Wealth Management, Llc 60,246 1.47 3,256 2.01
2026-05-13 13F Aureus Asset Management, LLC 71,963 19.43 3,890 20.07
2026-04-14 13F BSW Wealth Partners 49,228 0.56 2,661 1.10
2026-05-15 13F Advisory Services Network, LLC 252,200 5.22 13,631 5.79
2026-04-29 13F Nicholas Hoffman & Company, LLC. 6,630,184 0.30 358,361 0.84
2026-05-11 13F Clarendon Private LLC 7,609 21.57 411 22.32
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 33,979 5.85 2,004 16.17
2026-05-14 13F Northern Trust Corp 50,333,913 6.44 2,720,548 7.01
2026-04-21 13F BCS Private Wealth Management, Inc. 4,072 220
2026-05-15 13F Zuckerman Investment Group, LLC 533,970 3.15 28,861 3.71
2026-05-14 13F Evoke Wealth, Llc 1,885,136 10.78 101,892 11.37
2026-03-04 13F Henson-Edgewater Management, LLC 96,251 5,174
2026-05-13 13F Natixis Advisors, L.p. 417,140 9.11 23 10.00
2026-05-04 13F WJ Financial Advisors LLC 4,804 260
2026-04-24 13F Petros Family Wealth, LLC 58,054 3.76 3,138 4.32
2026-05-13 13F Strategic Financial Concepts, LLC 4,912 275
2026-05-15 13F Note Advisors, LLC 10,647 7.53 575 3.60
2026-05-05 13F Clear Harbor Asset Management, LLC 80,046 77.77 4,327 78.76
2026-05-06 13F North Star Asset Management Inc 141,570 8.79 7,652 9.36
2026-05-12 13F Rsm Us Wealth Management Llc 3,243,897 11.07 175,330 11.57
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 50 3
2026-05-11 13F Vantagepoint Investment Advisers Llc 2,740,660 21.26 148,133 21.92
2026-05-07 13F Florida Financial Advisors, Llc 5,525 299
2026-04-03 13F Ridgewood Investments LLC 8,457 39.79 457 39.76
2026-05-06 13F Angeles Wealth Management, Llc 68,488 0.24 3,702 0.76
2026-04-06 13F Private Client Services, Llc 195,338 3.02 10,558 3.58
2026-04-29 13F Duncker Streett & Co Inc 11,052 24.39 597 25.16
2026-05-07 13F Lowe Brockenbrough & Co Inc 105,961 0.79 5,727 1.34
2026-05-15 13F JT Stratford LLC 29,207 11.29 1,579 11.91
2026-05-08 13F LaSalle St. Investment Advisors, LLC 21,416 57.37 1,158
2026-05-15 13F Tradition Wealth Management, LLC 12,053 1.71 651 2.20
2026-05-13 13F Monetary Management Group Inc 1,250 68
2026-05-08 13F Roundview Capital LLC 155,467 18.83 8,403 19.48
2026-05-08 13F Cornerstone Financial Management LLC 25,773 8.42 1,393 9.08
2026-04-27 13F Beacon Financial Advisory LLC 18,448 4.81 997 5.39
2026-04-27 13F AMG Asset Management Group, Inc. 4,719 255
2026-04-27 13F Sound Income Strategies, LLC 10,155 20.12 550 16.28
2026-04-27 13F Soltis Investment Advisors LLC 197,406 9.58 10,670 10.17
2026-04-17 13F High Net Worth Advisory Group LLC 18,113 3.49 979 4.15
2026-05-01 13F Harwood Advisory Group, LLC 600 383.87 32 433.33
2026-05-11 13F Financial Perspectives, Inc 8,632 1.65 467 2.19
2026-04-21 13F Hudson Oak Wealth Advisory LLC 74,285 1.40 4,015 1.96
2026-05-12 13F First Western Trust Bank 75,749 903.56 4,094 910.86
2026-04-07 13F Abacus Planning Group, Inc. 158,465 0.50 8,565 1.05
2026-05-12 13F Awm Capital, Llc 27,903 1,508
2026-05-15 13F Chilton Investment Co Llc 38,521 74.25 2,082 75.25
2026-03-09 13F Lifetime Wealth Management P.C. 8 272
2026-04-28 13F Whittier Trust Co Of Nevada Inc 1,161,279 3.77 62,721 0.82
2026-04-20 13F Global Financial Private Client, LLC 36,279 4.03 1,961 4.59
2026-04-24 13F Peoples Bank /oh 28,825 1,558
2026-04-09 13F Mechanics Bank Trust Department 102,921 144.02 5,563 145.35
2026-04-28 13F Belpointe Asset Management LLC 44,608 4.19 2,411 4.78
2026-04-23 13F Fairman Group, LLC 5,043 1.78 273 2.26
2026-04-10 13F Prosperity Planning, Inc. 16,497 9.24 892 9.86
2026-05-01 13F/A Custom Index Systems, Llc 36,651 56.74 1,981 57.52
2026-04-21 13F Northeast Investment Management 203,117 8.24 10,978 8.83
2026-04-23 13F Prosperity Advisers, LLC 136,232 7.37 7,363 7.95
2026-05-13 13F Argent Trust Co 222,493 167.82 12,026 169.26
2026-02-17 13F Running Point Capital Advisors, LLC 58,127 0.46 3,125 -0.32
2026-04-15 13F Seacrest Wealth Management, Llc 9,827 33.48 531 30.79
2026-04-28 13F Retirement Financial Solutions, Llc 300,115 2.47 16,221 3.03
2026-04-27 13F Integrity Wealth Partners, LLC 3,804 206
2026-04-24 13F Sage Investment Counsel LLC 8,389 0.83 453 1.34
2026-05-04 13F Brickley Wealth Management 58,642 0.45 3,170 0.99
2026-05-05 13F Eukles Asset Management 17,197 4.17 929 4.74
2026-05-14 13F Panagora Asset Management Inc 151,087 8,166
2026-04-27 13F S.A. Mason LLC 8,078 71.14 437 72.33
2026-04-28 13F DGS Capital Management, LLC 21,014 32.12 1,136 32.75
2026-04-06 13F Washington Trust Advisors, Inc. 17,733 4.54 958 5.16
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 46,495 7.63 2,513 8.23
2026-05-11 13F Seeds Investor Llc 19,536 1,133
2026-04-29 13F Sunrise Financial Services, LLC 1,108 42.97 60 43.90
2026-05-11 13F Becker Capital Management Inc 100,099 2.85 5,410 3.40
2026-04-13 13F Bourgeon Capital Management Llc 6,198 335
2026-05-11 13F OpenArc Corporate Advisory, LLC 488,946 165.09 26,428 166.54
2026-05-08 13F Stelac Advisory Services LLC 7,770 420
2026-04-20 13F Keudell/Morrison Wealth Management 21,225 3.18 1,147 3.80
2026-04-09 13F Brown Wealth Management, Llc 168,380 43.33 9,101 44.10
2026-04-21 13F Nemes Rush Group LLC 719 12.70 39 11.76
2026-04-21 13F Maltin Wealth Management, Inc. 104,413 11.32 5,644 11.92
2026-05-01 13F Hantz Financial Services, Inc. 27,814 11.56 2 0.00
2026-05-07 13F Next Capital Management LLC 10,720 7.76 579 8.43
2026-05-11 13F Wealth Management Strategies, Inc. 85,528 6.37 4,623 6.94
2026-04-28 13F Life Planning Partners, Inc 50,185 1.36 2,713 1.92
2026-05-12 13F Atlantic Union Bankshares Corp 207,742 0.55 11,228 1.10
2026-04-30 13F ETF Store, Inc. 9,852 3.96 533 4.52
2026-05-08 13F Strategic Financial Services, Inc, 15,550 18.50 840 11.85
2026-05-18 13F Vestwell Advisors, LLC 3,639 12.95
2026-04-30 13F Forza Wealth Management, LLC 8,424 0.32 455 0.89
2026-05-15 13F Fmr Llc 1,916,890 4.95 103,608 5.51
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 20,042 115.14 1,083 101.68
2026-05-12 13F Bank of Jackson Hole Trust 16,418 6.46 887 7.00
2026-04-13 13F Affinity Capital Advisors, LLC 15,022 0.41 812 0.87
2026-04-15 13F PW Nova Financial Services LLC 6,044 21.63 327 19.41
2026-05-07 13F Dravo Bay Llc 128,137 1.19 6,926 1.73
2026-05-12 13F TIAA Wealth Investment Management LLC 9,645 506
2026-04-22 13F Lam Group, Inc. 16,897 12.61 913 13.28
2026-04-20 13F Segment Wealth Management, LLC 6,160 333
2026-04-28 13F GM Advisory Group, Inc. 9,031 120.11 488 121.82
2026-04-14 13F GoalFusion Wealth Management, LLC 107,568 2.56 5,814 3.12
2026-04-29 13F Mondrian Investment Partners LTD 3,194 57.34 173 57.80
2026-05-15 13F Obsido Oy 194,118 7.98 10,492 8.57
2026-04-14 13F Baldwin Brothers Inc/ma 19,719 5.60 1,066 6.18
2026-05-15 13F/A Arrowroot Family Office, LLC 191,869 35.70 10,371 36.45
2026-05-11 13F Wells Fargo & Company/mn Put 549,500 65.26 29,700 66.15
2026-04-28 13F BLB&B Advisors, LLC 2,722,137 3.02 147,131 3.58
2026-04-22 13F Capital Management Associates, Inc 13,367 1.63 722 2.12
2026-04-08 13F Wealthspan Partners, Llc 13,440 5.74 726 6.30
2026-04-24 13F Private Advisor Group, LLC 762,658 5.16 41,222 5.73
2026-05-14 13F Battery Global Advisors, LLC 167,405 3,583.28 9,048 840.54
2026-05-04 13F Wsfs Capital Management, Llc 91,409 6.10 4,941 6.67
2026-04-23 13F Summit Wealth Group Llc / Co 30,177 41.74 1,631 42.57
2026-05-14 13F Legacy Bridge, LLC 22,196 15.86 1,200 16.52
2026-04-22 13F Aureum Wealth Management, LLC 18,028 7.53 974 8.10
2026-05-11 13F Empire Life Investments Inc. 3,663 199
2026-04-22 13F Arcadia Investment Management Corp/mi 12,761 1.03 690 1.47
2026-05-12 13F GGM Financials LLC 173 9
2026-04-21 13F LCM Capital Management Inc 7,427 1.82 401 2.30
2026-05-18 13F Centaurus Financial, Inc. 33,060 11.28 2 0.00
2026-05-15 13F Advisor Group Holdings, Inc. 2,898,438 5.17 156,709 5.73
2026-05-14 13F Plum Street Advisors, LLC 16,343 1.06 883 1.61
2026-05-13 13F NFP Retirement, Inc. 265,869 9.20 14,370 9.79
2026-05-07 13F Titan Global Capital Management Usa Llc 207,709 12.98 11,227 13.59
2026-05-14 13F Dorsey & Whitney Trust CO LLC 130,554 1.06 7,056 1.61
2026-04-08 13F Prospera Capital Management, LLC 5,624 4.65 304 5.21
2026-05-13 13F Ubs Asset Management Americas Inc 280,958 347.28 15,186 349.79
2026-04-22 13F Krm Wealth Management L.l.c. 79,047 13.41 4,272 14.01
2026-04-13 13F Lake Street Financial Llc 35,194 50.20 1,902 51.07
2026-04-27 13F Latitude Advisors, LLC 5,254 0.08 284 0.35
2026-05-15 13F Quadrature Capital Ltd 18,669 1,009
2026-05-01 13F BKD Wealth Advisors, LLC 173,062 0.30 9,354 0.84
2026-04-21 13F E&G Advisors, LP 77,470 1.82 4,185 2.37
2026-05-13 13F Balanced Rock Investment Advisor 9,689 2.66 524 3.16
2026-05-15 13F Cresset Asset Management, LLC 1,591,587 9.16 86,025 9.75
2026-05-06 13F Sound View Wealth Advisors Group, LLC 22,007 0.79 1,189 1.36
2026-05-08 13F Payne Capital Management, LLC 415,003 3.31 22,431 3.86
2026-04-15 13F Hengehold Capital Management Llc 4,242 10.33 229 11.17
2026-04-15 13F Rs Crum Inc. 37,226 2.20 2,012 2.76
2026-05-11 13F Newport Capital Group, LLC 75,409 2.92 4,076 3.48
2026-04-27 13F FF Advisors,LLC 209,457 5.25 12,132 13.38
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 5,710 1.17 309 1.65
2026-04-30 13F SkyOak Wealth, LLC 116,987 4.11 6,323 4.69
2026-05-13 13F Garden State Investment Advisory Services LLC 57,846 0.49 3,131 1.03
2026-05-01 13F Fifth Third Bancorp 2,941,703 67.74 158,999 68.65
2026-05-14 13F Standard Family Office LLC 199,747 9.92 10,796 10.51
2026-04-03 13F Global Wealth Strategies & Associates 108,862 7,720.55 5,884 7,850.00
2026-04-29 13F Ascent Advisors, LLC 59,844 5,640
2026-05-15 13F Susquehanna International Group, Llp Call 325,900 49.70 17,615 50.51
2026-05-15 13F Greenline Partners, LLC 447,428 0.00 24,183 0.54
2026-05-15 13F Susquehanna International Group, Llp Put 54,100 35.93 2,924 36.70
2026-05-14 13F Sand Hill Global Advisors, LLC 3,228,121 2.97 174,480 3.53
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 84,927 25.94 4,546 25.68
2026-05-15 13F Armis Advisers, LLC 18,521 7.81 1,110 23.06
2026-05-15 13F Quantitative Investment Management, LLC 78,358 40.09 4 33.33
2026-05-04 13F 1st Source Bank 88,597 10.35 4,789 10.94
2026-05-13 13F Trustco Bank Corp N Y 3,862 209
2026-05-14 13F Aspen Grove Capital, LLC 71,109 0.14 3,844 0.68
2026-04-10 13F Charles Schwab Trust Co 186,864 2.91 10,100 3.46
2026-05-15 13F Vista Investment Management 56,872 0.65 3,074 1.19
2026-05-13 13F Private Wealth Advisors, LLC 117,921 37.91 6,374 38.66
2026-04-30 13F GreatBanc Trust CO 33,847 0.66 1,829 1.22
2026-04-30 13F Whipplewood Advisors, LLC 31,429 6.22 1,699 6.79
2026-05-05 13F Haven Private, LLC 4,269 231
2026-04-15 13F Retirement Investment Advisors, Inc. 26,427 0.11 1,421 0.07
2026-04-09 13F Wedmont Private Capital 3,280,863 8.38 185,369 10.83
2026-04-21 13F Mayfair Advisory Group, LLC 8,382 0.62 453 -0.88
2026-01-30 13F Caldwell Securities, Inc 3,856 1.18 207 0.49
2026-04-14 13F Approach Retirement Advisors, LLC 7,624 6.05 412 6.74
2026-04-29 13F BEAM Asset Management, LLC 21,977 1,188
2026-05-14 13F/A Leo H. Evart, Inc. 542 29
2026-05-06 13F VSM Wealth Advisory, LLC 64,742 1.22 3,499 1.80
2026-05-15 13F Vawter Financial, Ltd. 8,516 0.35 460 0.88
2026-04-14 13F Plancorp, LLC 149,788 5.95 8,500 11.84
2026-04-17 13F RFG Advisory, LLC 161,451 17.86 8,726 18.50
2026-05-01 13F Global Assets Advisory, LLC 31,096 14.55 1,681 15.15
2026-05-14 13F Novak & Powell Financial Services, Inc. 32,055 2.46 1,733 3.03
2026-04-14 13F Patriot Investment Management Inc. 924,655 0.64 49,978 1.18
2026-04-30 13F Graetz Wealth LLC 83,454 3.83 4,511 4.40
2026-05-11 13F Sidoxia Capital Management, LLC 17,055 922
2026-04-15 13F Horizon Financial Services, Llc 48 3
2026-05-07 13F JMG Financial Group, Ltd. 2,930,327 1.67 158,384 2.22
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