IJH / iShares Trust - iShares Core S&P Mid-Cap ETF - Propriedade Institucional - Vendedores

iShares Trust - iShares Core S&P Mid-Cap ETF
US ˙ ARCA ˙ US4642875078

Propriedade Institucional e de Fundos - Vendedores

Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-05-13 13F Lynch Investment Planning, LLC 22,098 -15.34 1,492 -13.36
2026-05-06 13F Hamilton Point Investment Advisors, LLC 1,335 -15.18 90 -12.62
2026-04-14 13F HighRoad Wealth Advisors, LLC 6,889 -2.85 465 -0.64
2026-05-07 13F Vision Retirement, LLC 2,197 -5.51 148 -3.27
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 27,986 -5.80 1,890 -3.62
2026-05-11 13F Godfrey Financial Associates, Inc. 116,676 -0.26 7,879 2.06
2026-04-30 13F Acorn Wealth Advisors, LLC 9,246 -18.92 624 -17.02
2026-05-05 13F Meridian Management Co 303,329 -0.66 20,484 1.64
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 4,849 -0.57 327 1.87
2026-05-15 13F IHT Wealth Management, LLC 258,819 -1.09 17,478 1.20
2026-05-08 13F Legal & General Group Plc 9,400 -31.88 635 -30.41
2026-05-11 13F Destiny Capital Corp/CO 144,124 -1.38 9,733 0.90
2026-05-08 13F Minot DeBlois Advisors LLC 400 -8.05 27 -3.57
2026-04-29 13F Bluestem Financial Advisors, Llc 5,015 -0.93 339 1.20
2026-04-06 13F InTrack Investment Management Inc 0 -100.00 0
2026-04-21 13F Dougherty Wealth Advisers LLC 500 -52.83 34 -52.17
2026-05-13 13F Franklin Resources Inc 3,139,545 -1.03 212,013 1.26
2026-05-14 13F Clg Llc 10,684 -1.07 721 1.26
2026-04-27 13F Oarsman Capital, Inc. 11,438 -11.14 772 -9.07
2026-04-22 13F Detalus Advisors, LLC 3,413 -0.06 230 2.22
2026-05-12 13F/A Signature Securities Group Corporation 44,091 -19.04 2,978 -17.17
2026-05-15 13F Wealth Watch Advisors, INC 0 -100.00 0
2026-05-05 13F Cullen/frost Bankers, Inc. 175,761 -3.06 11,869 -0.81
2026-05-14 13F IronBridge Private Wealth, LLC 81,882 -64.82 5,530 -63.60
2026-05-11 13F Camden Capital, LLC 15,011 -4.93 1,014 -2.78
2026-05-04 13F Element Wealth, LLC 55,248 -16.41 3,731 -14.49
2026-05-15 13F Warren Averett Asset Management, LLC 870,011 -1.37 58,752 0.91
2026-04-29 13F Saxon Interests, Inc. 22,345 -4.08 1,509 -1.89
2026-05-15 13F Royal Bank Of Canada 22,027,238 -12.69 1,487,499 -10.67
2026-04-27 13F Greenleaf Trust 1,565,305 -4.80 105,705 -2.59
2026-04-15 13F marrick wealth, LLC 5,485 -34.73 370 -33.21
2026-05-15 13F United Capital Financial Advisers, Llc 535,062 -3.43 36,111 -1.25
2026-05-14 13F Johnson Financial Group, LLC 3,108 -39.94 210 -38.71
2026-05-04 13F Optima Capital Llc 0 -100.00 0
2026-04-17 13F Investment Advisory Services Inc /tx /adv 26,557 -6.18 1,793 -4.01
2026-04-21 13F OneAscent Family Office, LLC 0 -100.00 0
2026-02-13 13F Macquarie Group Ltd 0 -100.00 0
2026-05-13 13F Crews Bank & Trust 12,309 -3.59 831 -1.31
2026-05-07 13F Lyell Wealth Management, Lp 32,385 -3.29 2,187 -1.09
2026-04-30 13F Fortune Financial Advisors, LLC 14,694 -0.19 992 2.16
2026-05-15 13F Second Line Capital, LLC 29,228 -4.75 2,127 4.99
2026-04-14 13F Global Trust Wealth Management LLC 79,520 -12.15 5,370 -10.10
2026-05-05 13F D.a. Davidson & Co. 328,181 -4.26 22,162 -2.04
2026-05-01 13F Emerald Investment Partners, Llc 22,957 -1.33 1,550 0.98
2026-05-11 13F Blue Bell Private Wealth Management, Llc 5,003 -4.03 338 -2.03
2026-04-29 13F Richmond Investment Services, LLC 5,635 -42.45 381 -41.18
2026-05-15 13F Silver Grove Financial Group, Inc. 6,129 -52.00 414 -50.77
2026-04-24 13F Financial Life Planners 6,089 -2.06 411 0.24
2026-05-15 13F Quadcap Wealth Management, LLC 47,745 -0.05 3,224 2.28
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100.00 0
2026-02-10 13F Marietta Investment Partners Llc 0 -100.00 0
2026-05-04 13F Schnieders Capital Management, Llc. 5,664 -1.13 382 1.06
2026-04-20 13F Kopp Family Office, LLC 138,396 -50.31 9,346 -49.16
2026-04-22 13F Janney Montgomery Scott LLC 0 -100.00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 43,416 -6.63 2,932 -4.47
2026-05-13 13F Forum Private Client Group LLC 52,802 -13.29 3,545 -11.77
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 3,382 -2.17 228 0.00
2026-04-09 13F Acropolis Investment Management, LLC 1,720,404 -0.32 116,179 1.99
2026-04-24 13F Eagle Bay Advisors LLC 0 -100.00 0
2026-04-27 13F Pachira Investments Inc. 139,916 -4.20 9,448 -1.98
2026-01-29 13F Comerica Bank 2,775,837 -0.18 183,205 0.95
2026-04-06 13F Trust Co of the South 5,000 -2.84 338 -0.59
2026-05-14 13F St. Louis Trust Co 209,682 -0.07 14,160 2.24
2026-04-17 13F/A Founders Financial Securities Llc 65,994 -16.42 4,664 -10.52
2026-05-11 13F Convergence Financial, LLC 51,163 -5.71 3,457 -3.46
2026-05-06 13F Centennial Bank/AR/ 98,515 -0.23 6,653 2.09
2026-05-14 13F Aft, Forsyth & Sober, LLC 147,375 -0.51 9,952 1.80
2026-05-13 13F Philadelphia Trust Co 30,475 -6.49 2 0.00
2026-04-13 13F Robinhood Asset Management, LLC 0 -100.00 0
2026-04-15 13F Founders Grove Wealth Partners, Llc 88,377 -0.16 5,968 2.16
2026-04-14 13F Zrc Wealth Management, Llc 1,395 -7.74 94 -5.05
2026-04-14 13F Amicus Financial Advisors, LLC 3,618 -2.37 244 0.00
2026-05-01 13F Patten & Patten Inc/tn 16,469 -0.21 1,112 2.11
2026-05-05 13F Putnam Fl Investment Management Co 1,571,330 -1.94 106,112 0.34
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 75 -50.00 5 -44.44
2026-04-01 13F Bangor Savings Bank 927,706 -3.88 62,648 -1.65
2026-04-21 13F Next Level Wealth Planning, LLC 6,660 -5.48 450 -3.44
2026-01-30 13F Canandaigua National Bank & Trust Co 37,733 -0.79 2,490 0.32
2026-02-02 13F Heritage Financial Services, LLC 3,141 -4.85 207 -3.72
2026-04-15 13F Spirit Of America Management Corp/ny 3,268 -19.39 233 -17.44
2026-04-20 13F Watchman Group, Inc. 30,200 -68.73 2,039 -68.01
2026-04-28 13F Private Wealth Partners, LLC 6,962 -29.66 470 -28.02
2026-04-23 13F Foundry Financial Group, Inc. 0 -100.00 0
2026-04-20 13F MBA Advisors LLC 16,299 -3.45 1,101 -1.26
2026-05-14 13F Us Bancorp \de\ 5,076,431 -0.24 342,812 2.07
2026-01-28 13F Deane Retirement Strategies, Inc. 0 -100.00 0
2026-05-05 13F Collaborative Wealth Managment Inc. 6,742 -4.92 455 -2.57
2026-04-30 13F Paladin Advisory Group, LLC 8,856 -1.69 598 0.67
2026-04-22 13F JNBA Financial Advisors 802,743 -2.02 54,209 0.26
2026-05-12 13F Tannin Capital LLC 19,908 -16.78 1,344 -14.83
2026-04-02 13F Lvm Capital Management Ltd/mi 15,286 -5.97 1 0.00
2026-04-27 13F Qrg Capital Management, Inc. 37,015 -4.58 2,500 -2.38
2026-05-15 13F Ballast, Inc. 9,615 -0.23 649 2.04
2026-04-30 13F Beirne Wealth Consulting Services, LLC 14,409 -85.69 975 -85.34
2026-05-04 13F Souders Financial Advisors 83,811 -2.18 5,660 0.09
2026-05-11 13F SCS Capital Management LLC 515,878 -13.08 34,837 -11.07
2026-04-30 13F Legacy Financial Advisors, Inc. 6,053 -7.12 409 -5.12
2026-05-08 13F Northwestern Mutual Investment Management Company, Llc 8,565,258 -23.51 578,412 -21.74
2026-05-05 13F Gallagher Capital Advisors, LLC 202,094 -2.11 13,647 0.15
2026-04-27 13F Canal Capital Management, LLC 81,937 -33.69 5,533 -32.15
2026-05-15 13F MGO Private Wealth, LLC 0 -100.00 0
2026-04-10 13F Marshall Financial Group LLC 7,452 -32.97 503 -31.38
2026-04-23 13F S.E.E.D. Planning Group LLC 12,825 -4.72 866 -2.48
2026-05-13 13F Wealth Management Associates, Inc. 7,585 -0.34 512 1.99
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-05-01 13F Coordinated Financial Services, Inc. 10,121 -21.44 683 -19.65
2026-04-23 13F SevenBridge Financial Group, LLC 23,646 -6.66 1,718 -2.61
2026-04-27 13F Citizens & Northern Corp 248,386 -3.98 16,774 -1.75
2026-04-29 13F Golden Road Advisors Llc 3,169 -4.38 214 -1.83
2026-05-11 13F Atlas Legacy Advisors, LLC 112,087 -0.93 7,569 1.37
2026-05-12 13F Northwest Bancshares, Inc. 3,673 -5.84 248 -3.50
2026-04-09 13F Pacifica Partners Inc. 7,687 -13.12 519 -12.33
2026-05-13 13F Pinnacle Financial Group, LLC / IL 21,329 -2.52 1,440 -0.28
2026-05-11 13F Canopy Partners, LLC 4,746 -5.95 320 -3.90
2026-05-07 13F Greykasell Wealth Strategies, Inc. 59,849 -1.82 4,042 0.45
2026-03-19 13F Painted Porch Advisors LLC 0 -100.00 0
2026-05-13 13F Graybill Bartz & Assoc Ltd 10,292 -2.42 695 -0.14
2026-04-21 13F Patton Albertson Miller Group, Llc 9,100 -0.38 615 1.99
2026-04-09 13F Peterson Wealth Advisors, LLC 26,433 -0.74 1,785 1.59
2026-05-07 13F Confluence Wealth Services, Inc. 34,034 -0.31 2,298 2.00
2026-05-13 13F Bank OZK 4,645 -5.42 314 -3.40
2026-05-15 13F Magnolia Capital Advisors Llc 17,240 -6.86 1,164 -4.67
2026-04-17 13F Capital Wealth Management, Llc 4,554 -16.50 308 -14.48
2026-04-16 13F Capital Investment Advisors, LLC 625,972 -1.48 42,272 0.80
2026-04-27 13F BIP Wealth, LLC 13,521 -11.26 913 -9.15
2026-05-07 13F one8zero8, LLC 2,500 -16.11 169 -14.29
2026-04-27 13F NorthLanding Financial Partners, LLC 41,006 -0.03 2,769 2.29
2026-04-21 13F Everpar Advisors Llc 28,449 -13.94 1,921 -11.92
2026-05-05 13F SOUTH STATE Corp 35,920 -20.41 2,426 -18.57
2026-05-04 13F NWF Advisory Services Inc. 7,673 -7.19 518 -4.95
2026-02-17 13F Perritt Capital Management Inc 0 -100.00 0 -100.00
2026-04-17 13F Krilogy Financial LLC 9,791 -6.92 700 -4.51
2026-04-17 13F Brown, Lisle/cummings, Inc. 13,953 -32.62 942 -31.04
2026-02-12 13F Litman Gregory Asset Management LLC 604,315 -3.91 39,885 -2.82
2026-05-04 13F Center for Financial Planning, Inc. 0 -100.00 0 -100.00
2026-05-11 13F Bailard, Inc. 306,452 -0.26 20,695 2.06
2026-04-22 13F Motco 9,248 -16.10 625 -14.17
2026-04-29 13F Garner Asset Management Corp 0 -100.00 0
2026-04-20 13F Golden Reserve Retirement LLC 0 -100.00 0
2026-05-11 13F Catalyst Financial Partners Llc 414,897 -4.37 28,018 -2.15
2026-05-14 13F Mill Creek Capital Advisors, LLC 7,760 -40.07 524 -38.64
2026-05-05 13F CapWealth Advisors, LLC 9,811 -2.82 663 -0.60
2026-04-22 13F Ohio National Investments, Inc. 455,000 -67.96 30,726 -67.22
2026-05-14 13F RMG Wealth Management LLC 245 -82.34 34 -54.79
2026-05-05 13F Cannon Wealth Management Services, LLC 3,120 -10.55 211 -8.70
2026-04-27 13F Capital Financial Group Inc\co\ /adv 75,060 -2.15 5,069 0.12
2026-05-08 13F Maple Capital Management, Inc. 31,690 -3.37 2,140 -1.11
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 55,739 -3.47 3,764 -1.21
2026-05-14 13F Endeavor Private Wealth, Inc. 25,318 -1.94 1,710 0.29
2026-05-06 13F Topel & Distasi Wealth Management, LLC 105,464 -3.84 7,122 -1.60
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 11,344 -5.29 766 -3.04
2026-05-15 13F City National Bank Of Florida /msd 7,412 -60.03 501 -59.12
2026-04-16 13F Montecito Bank & Trust 172,825 -5.21 11,671 -3.02
2026-04-23 13F Next Level Private LLC 13,757 -0.06 929 2.20
2026-05-04 13F Mml Investors Services, Llc 2,896,473 -12.47 195,599 -10.44
2026-05-04 13F Y.D. More Investments Ltd 1,500 -18.70 101 -17.89
2026-05-15 13F National Bank Of Canada /fi/ 25,128 -37.61 1,699 -36.08
2026-05-15 13F MidFirst Bank 118,887 -1.01 8,028 1.29
2026-05-05 13F Journey Advisory Group, LLC 194,424 -70.97 13,129 -70.30
2026-04-27 13F Actinver Wealth Management, Inc. 0 -100.00 0
2026-04-30 13F Range Financial Group LLC 5,888 -4.20 398 -1.98
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2026-05-05 13F West Paces Advisors Inc. 841,112 -0.71 56,800 1.59
2026-04-15 13F Redhawk Wealth Advisors, Inc. 8,082 -1.38 546 0.93
2026-05-14 13F Chandler Asset Management, Inc. 910,858 -38.28 61,510 -36.85
2026-05-15 13F Kcm Investment Advisors Llc 39,766 -0.25 2,685 2.05
2026-04-17 13F Stephenson National Bank & Trust 2,194 -13.01 148 -10.84
2026-05-11 13F GenWealth Group, Inc. 0 -100.00 0
2026-04-20 13F Greenup Street Wealth Management Llc 12,828 -7.01 866 -4.84
2026-04-21 13F International Private Wealth Advisors LLC 22,646 -2.85 1,529 -0.59
2026-05-06 13F Arjuna Capital 0 -100.00 0
2026-05-01 13F Washburn Capital Management, Inc. 30,997 -4.29 2,093 -2.06
2026-05-06 13F SP Asset Management LLC 7,502 -4.15 507 -1.94
2026-05-07 13F Washington Trust Bank 0 -100.00 0
2026-04-14 13F Nbc Securities, Inc. 70,048 -0.73 4,730 1.57
2026-04-28 13F Raleigh Capital Management Inc. 289 -64.14 20 -64.15
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 34,264 -3.98 2,314 -1.78
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 8,250 -3.68 557 -9.28
2026-04-08 13F Northstar Advisory Group, LLC 3,670 -2.29 248 0.00
2026-05-15 13F SIMA Wealth Partners, LLC 9,922 -0.64 670 1.67
2026-05-15 13F Lazard Asset Management Llc 561,701 -1.94 37,932 0.33
2026-05-12 13F Carr Financial Group Corp 136,073 -16.42 9,189 -14.48
2026-05-08 13F StrongBox Wealth, LLC 153,232 -18.11 10,348 -16.22
2026-05-01 13F Capital Squared Financial LLC 52,394 -1.65 3,538 0.63
2026-02-17 13F Sterling Wealth Management, Inc. 0 -100.00 0
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 3,185 -5.91 215 -3.59
2026-04-21 13F Family Wealth Group, LLC 6,614 -3.95 447 -1.76
2026-04-24 13F Balentine LLC 14,958 -20.86 1,010 -19.01
2026-02-12 13F Pollock Investment Advisors, LLC 5,425 -12.15 358 -10.95
2026-04-27 13F Lodestar Private Asset Management Llc 262,612 -0.49 17,734 1.82
2026-04-16 13F Cambridge Advisors Inc. 303,170 -1.72 20,473 0.56
2026-05-19 13F Silicon Valley Capital Partners 510 -53.38 34 -52.78
2026-04-20 13F Triangle Securities Wealth Management 148,616 -46.30 10,036 -44.76
2026-04-23 13F Traub Capital Management LLC 13,627 -0.73 920 1.66
2026-04-16 13F Meadowbrook Advisors Group, LLC 10,254 -1.43 692 0.87
2026-05-05 13F Freedom Day Solutions, LLC 3,129 -2.52 211 0.00
2026-04-15 13F Cranbrook Wealth Management, LLC 71,525 -3.82 4,830 -1.59
2026-04-23 13F Willis Johnson & Associates, Inc. 41,478 -4.24 2,801 -1.99
2026-05-15 13F Steffes Financial, Ltd. 11,591 -26.35 783 -24.66
2026-04-21 13F Quad-Cities Investment Group, LLC 106,453 -1.29 7,189 1.00
2026-05-05 13F West Michigan Advisors, Llc 4,713 -9.00 318 -6.74
2026-04-21 13F Avaii Wealth Management, Llc 4,429 -20.00 299 -18.08
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,872 -16.61 126 -14.86
2026-04-08 13F Heritage Family Offices, LLP 4,538 -1.56 306 0.66
2026-04-28 13F Opes Wealth Management LLC 134,895 -0.76 9,109 1.55
2026-04-24 13F Axis Wealth Partners, LLC 31,717 -0.87 2,142 1.42
2026-04-24 13F Luminist Capital LLC 0 -100.00 0
2026-05-18 13F Edgestream Partners, L.P. 7,565 -23.04 511 -21.30
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 25,177 -3.47 1,700 -1.22
2026-04-23 13F waypoint wealth counsel 15,771 -43.45 1,065 -42.12
2026-05-06 13F Atlantic Trust, LLC 10,207 -17.63 689 -15.67
2026-05-13 13F BCJ Capital Management, LLC 8,132 -11.08 549 -8.96
2026-05-16 13F Opal Capital Llc 0 -100.00 0
2026-04-14 13F SigFig Wealth Management, LLC 56,436 -2.70 3,811 -0.44
2026-05-14 13F Hazlett, Burt & Watson, Inc. 5,804 -2.40 0
2026-05-12 13F Ausdal Financial Partners, Inc. 43,980 -0.98 2,970 1.30
2026-05-15 13F Morgan Stanley 36,882,226 -0.28 2,490,657 2.03
2026-05-11 13F Stonebrook Private Inc. 12,817 -2.87 866 -0.57
2026-05-01 13F Connecticut Wealth Management, LLC 1,442,514 -21.63 97,413 -19.81
2026-04-16 13F Toth Financial Advisory Corp 1,655 -6.55 112 -4.31
2026-05-11 13F Salomon & Ludwin, LLC 352,625 -2.11 24,042 -1.54
2026-05-13 13F Redwood Family Wealth LLC 6,010 -2.75 406 -0.49
2026-05-15 13F Inspire Advisors, LLC 8,064 -9.78 545 -7.64
2026-04-10 13F Cassilly Financial Group LLC 4,811 -0.02 325 2.21
2026-04-22 13F Portus Wealth Advisors, LLC 20,344 -1.49 1,374 0.73
2026-04-16 13F Consolidated Planning Corp 10,728 -31.67 724 -30.12
2026-05-15 13F Pettyjohn, Wood & White, Inc 136,306 -0.44 9,205 1.87
2026-05-12 13F Colonial Trust Co / SC 85,746 -0.45 5,790 1.86
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 3,000 -9.09 203 -6.91
2026-05-14 13F Apriem Advisors 3,645 -21.53 246 -19.61
2026-04-07 13F Park Avenue Securities Llc 0 -100.00 0
2026-05-07 13F Continuum Wealth Advisors, Llc 19,298 -7.93 1,303 -5.78
2026-04-10 13F Armstrong Advisory Group, Inc 20,062 -6.71 1,355 -4.58
2026-04-03 13F Adirondack Trust Co 9,348 -13.63 631 -11.62
2026-05-15 13F Susquehanna International Group, Llp Call 189,700 -1.35 12,810 0.94
2026-05-13 13F Tiemann Investment Advisors, Llc 35,285 -0.56 2,383 1.75
2026-05-08 13F Darden Wealth Group Inc 28,229 -0.17 1,906 2.14
2026-04-24 13F Ledyard National Bank 19,274 -2.40 1,302 -0.15
2026-05-15 13F Cardiff Park Advisors, Llc 11,702 -0.72 790 1.67
2026-04-16 13F First Merchants Corp 77,912 -2.98 5,261 -0.74
2026-04-28 13F Busey Wealth Management 82,706 -24.46 5,585 -22.70
2026-04-29 13F American Wealth Advisors, LLC 23,866 -2.01 1,612 0.25
2026-05-11 13F American Money Management, LLC 9,546 -3.93 645 -1.68
2026-05-04 13F Legacy Financial Group LLC 10,145 -2.16 685 -5.39
2026-04-22 13F Bravera Wealth 3,346 -11.95 226 -10.00
2026-04-21 13F Cypress Capital Advisors, LLC 5,362 -40.40 362 -38.95
2026-05-05 13F UBS Group AG Call 0 -100.00 0
2026-04-17 13F Mainstream Capital Management LLC 5,784 -0.46 391 1.83
2026-05-07 13F Agf Management Ltd 53,930 -2.84 3,642 -0.60
2026-04-23 13F Capital Investment Counsel, LLC 200,261 -0.80 13,524 1.49
2026-05-12 13F M Holdings Securities, Inc. 25,491 -27.82 2 -50.00
2026-04-08 13F RoundAngle Advisors LLC 87,046 -0.83 5,878 1.48
2026-02-17 13F High Falls Advisors, Inc 6,965 -14.34 460 -13.40
2026-05-06 13F Intrust Bank Na 288,689 -56.62 19,495 -55.61
2026-05-01 13F Advisors Capital Management, LLC 238,796 -0.81 16,126 1.49
2026-04-28 13F Stephens Inc /ar/ 46,882 -25.33 3,166 -23.61
2026-04-24 13F Patten Group, Inc. 36,543 -0.45 2,468 1.86
2026-04-22 13F Romano Brothers And Company 9,253 -1.74 625 0.48
2026-04-28 13F Dumont & Blake Investment Advisors Llc 4,742 -0.50 320
2026-05-15 13F Colter Lewis Investment Partners LLC 0 -100.00 0
2026-05-15 13F Laird Norton Trust Company, Llc 108,997 -11.61 7,361 -9.57
2026-05-13 13F Cynosure Management, Llc 6,178 -19.08 417 -17.10
2026-04-13 13F Successful Portfolios LLC 6,610 -1.27 444 -4.11
2026-05-05 13F Prosperity Consulting Group, LLC 54,021 -0.27 3,648 2.04
2026-04-21 13F Venturi Wealth Management, LLC 16,587 -12.45 1,120 -10.40
2026-05-13 13F Peck Wealth Management, LLC 10,380 -8.79 701 -6.79
2026-04-23 13F Marquette Asset Management, LLC 2,384 -5.73 161 -3.61
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 267,607 -2.73 18,072 -0.47
2026-05-15 13F Shufro Rose & Co Llc 10,985 -2.87 742 -0.67
2026-04-22 13F Evensky & Katz LLC 21,570 -6.40 1 0.00
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 31,039 -5.18 2,096 -2.96
2026-04-30 13F Team Hewins, LLC 2,962 -3.96 200 -1.48
2026-05-12 13F BOK Financial Private Wealth, Inc. 1,208,022 -2.47 81,578 -0.21
2026-04-21 13F Maseco Llp 0 -100.00 0
2026-04-22 13F Continuum Advisory, LLC 32,234 -0.26 2,177 2.06
2026-04-09 13F Adirondack Capital Advisors, LLC 42,498 -3.41 2,870 -1.17
2026-04-21 13F Wesbanco Bank Inc 139,818 -5.04 9,442 -2.84
2026-04-17 13F Blankinship & Foster, LLC 25,307 -1.82 1,709 0.41
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 10,046 -9.84 678 -7.76
2026-05-08 13F Fortis Group Advisors, LLC 19,941 -16.58 1,451 -11.58
2026-05-01 13F Consilio Wealth Advisors, Llc 86,240 -65.01 5,824 -64.20
2026-01-23 13F Rede Wealth, LLC 0 -100.00 0
2026-01-29 13F New Century Financial Group, LLC 0 -100.00 0
2026-04-27 13F Counterweight Ventures, LLC 54,761 -1.81 3,698 0.49
2026-05-04 13F Archer Investment Corp 4,094 -33.36 276 -31.85
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100.00 0
2026-05-05 13F EnRich Financial Partners LLC 17,596 -0.07 1,188 2.24
2026-05-07 13F Basepoint Wealth LLC 15,417 -15.34 1,041 -13.32
2026-05-15 13F Rehmann Capital Advisory Group 100,624 -3.75 6,795 -4.81
2026-05-01 13F Diversify Advisory Services, LLC 0 -100.00 0
2026-04-13 13F First Hawaiian Bank 105,905 -9.86 7,152 -7.78
2026-04-22 13F BKM Wealth Management, LLC 11,285 -4.05 762 -1.80
2026-05-14 13F Fca Corp /tx 75,583 -11.77 5,104 -9.73
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 364,415 -2.35 24,609 -0.09
2026-04-10 13F Boston Research & Management Inc 50,493 -3.48 3 0.00
2026-04-30 13F BRYN MAWR TRUST Co 344,760 -4.38 23,282 -2.16
2026-05-27 13F Westshore Wealth, LLC 0 -100.00 0
2026-05-14 13F Andrews Advisory Associates, LLC 8,095 -2.53 547 -0.36
2026-04-28 13F Philip James Wealth Mangement, LLC 3,471 -70.60 234 -69.96
2026-05-11 13F Haverford Trust Co 2,482,054 -3.99 167,613 -1.76
2026-04-14 13F Howland Capital Management Llc 15,865 -4.23 1,071 -2.01
2026-05-11 13F RWM Asset Management, LLC 15,449 -2.84 1,043 -5.70
2026-05-12 13F Daybright Advisory Services, Inc. 8,182 -19.29 553 -17.49
2026-05-08 13F Equity Wealth Partners, LLC 3,964 -0.25 268 1.91
2026-05-12 13F Rathbone Brothers plc 85,285 -1.05 5,759 1.25
2026-04-13 13F Hm Payson & Co 54,668 -4.27 3,692 -2.04
2026-05-08 13F Tower Wealth Partners, Inc. 190,227 -0.43 12,846 1.88
2026-05-14 13F B&l Asset Management Llc 69,581 -10.19 4,699 -8.12
2026-04-15 13F Financial Management Professionals, Inc. 200 -99.40 14 -99.41
2026-05-08 13F Coldstream Capital Management Inc 1,158,510 -1.27 78,234 1.02
2026-05-13 13F Callan Family Office, LLC 503,409 -1.19 33,995 1.10
2026-04-16 13F Mendota Financial Group, LLC 0 -100.00 0
2026-04-13 13F Accelerate Investment Advisors LLC 3,402 -0.93 230 1.33
2026-04-22 13F Vicus Capital 391,985 -15.94 26,471 -13.99
2026-05-15 13F/A Independent Financial Group, Llc 289,291 -2.54 19,536 -0.29
2026-01-22 13F Premier Path Wealth Partners, LLC 45,181 -4.15 2,982 -3.09
2026-05-13 13F Lavaca Capital Llc 2,971 -0.13 201 2.04
2026-02-03 13F Vantage Financial Partners, LLC 105,249 -1.46 6,946 -0.34
2026-05-01 13F United Bank 85,667 -0.24 5,785 2.08
2026-04-29 13F Northwest Wealth Advisors, LLC 11,152 -17.03 753 -15.11
2026-05-04 13F Clear Investment Research, Llc 21,748 -21.65 1,469 -19.87
2026-05-14 13F CIBC World Markets Inc. 205,617 -8.03 13,885 -5.90
2026-05-08 13F New England Private Wealth Advisors LLC 37,934 -15.51 2,562 -13.57
2026-04-23 13F Interchange Capital Partners, LLC 14,566 -3.33 850 -14.59
2026-01-22 13F Greenberg Financial Group 147,594 -0.27 9,741 -2.53
2026-04-03 13F First County Bank /CT/ 21,878 -10.07 1,477 -7.98
2026-05-12 13F Aspiriant, Llc 135,119 -1.95 9,125 0.32
2026-05-14 13F Jacobi Capital Management LLC 80,307 -3.66 5,423 -1.42
2026-04-17 13F Total Clarity Wealth Management, Inc. 0 -100.00 0
2026-04-13 13F Arwa Llc 7,633 -6.11 539 0.56
2026-05-15 13F Nikulski Financial, Inc. 19,295 -3.06 1,303 -0.76
2026-05-11 13F Elevate Wealth Advisory, Inc 315 -41.67 21 -40.00
2026-04-17 13F Morris Financial Concepts, Inc. 11,119 -0.62 751 1.63
2026-04-23 13F Glass Jacobson Investment Advisors llc 28,736 -2.40 1,941 -0.15
2026-02-11 13F Strategic Wealth Designers 0 -100.00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100.00 0
2026-04-20 13F Sowell Financial Services LLC 49,731 -5.08 3,358 -2.89
2026-05-11 13F Linscomb & Williams, Inc. 1,365,948 -15.37 92,242 -13.41
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2026-05-15 13F Continental Investors Services, Inc. 13,618 -0.54 1,005 6.81
2026-04-01 13F Burkett Financial Services, Llc 259,003 -0.77 17,491 1.53
2026-04-13 13F Garrett Investment Advisors LLC 23,494 -3.94 1,587 -1.73
2026-05-14 13F Captrust Financial Advisors 2,276,302 -2.20 153,714 0.06
2026-05-15 13F Glen Eagle Advisors, LLC 12,437 -2.56 840 -0.36
2026-04-22 13F Norris Perne & French Llp/mi 256,149 -0.90 17,298 1.39
2026-05-04 13F Bridges Investment Management Inc 5,782,188 -3.87 390,471 -1.65
2026-04-02 13F Somerset Trust Co 8,280 -26.63 559 -24.87
2026-05-01 13F Thrivent Financial For Lutherans 399,215 -13.89 27 -13.33
2026-05-14 13F Allworth Financial LP 560,342 -3.21 37,840 -0.97
2026-05-13 13F Calton & Associates, Inc. 14,406 -2.90 973 -0.72
2026-04-15 13F Fifth Third Securities, Inc. 80,438 -12.16 5,432 -10.13
2026-05-04 13F Citizens National Bank Trust Department 132,290 -0.69 8,934 1.62
2026-04-24 13F 4Thought Financial Group Inc. 30,720 -19.39 2,075 -17.53
2026-04-29 13F Demars Financial Group, LLC 13,847 -0.15 935 2.19
2026-04-29 13F CFS Investment Advisory Services, LLC 306,505 -1.69 22,344 8.59
2026-04-22 13F Quattro Financial Advisors Llc 70,686 -31.67 4,773 -30.09
2026-05-12 13F WorthPointe, LLC 34,124 -11.59 2,304 -9.54
2026-05-13 13F Freestone Capital Holdings, LLC 32,030 -31.35 2,163 -29.78
2026-05-11 13F REAP Financial Group, LLC 0 -100.00 0
2026-05-12 13F Rsm Us Wealth Management Llc 356,011 -2.18 24,041 -0.96
2026-04-07 13F Twele Capital Management, Inc. 384,100 -0.26 25,938 2.05
2026-05-14 13F HighPoint Advisor Group LLC 93,214 -7.03 6,295 -4.88
2026-05-13 13F River Wealth Advisors LLC 61,043 -0.56 4,122 1.75
2026-05-01 13F FLC Capital Advisors 39,105 -5.17 2,641 -2.98
2026-04-13 13F Mather Group, Llc. 73,199 -0.67 4,943 1.65
2026-04-27 13F TCI Wealth Advisors, Inc. 9,224 -3.96 623 -1.74
2026-05-13 13F Scotia Capital Inc. 222,164 -1.30 15,003 0.99
2026-05-14 13F Cowa, Llc 16,611 -5.68 1,122 -3.53
2026-05-15 13F State Of Wisconsin Investment Board 120,060 -24.92 8,108 -23.18
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100.00 0
2026-05-08 13F First National Advisers, LLC 18,997 -1.83 1,283 0.39
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100.00 0
2026-04-22 13F Samalin Investment Counsel, LLC 11,795 -20.48 796 -18.61
2026-05-11 13F Empirical Asset Management, LLC 17,879 -3.21 1,207 -0.98
2026-05-06 13F Nelson Capital Management, LLC 0 -100.00 0 -100.00
2026-04-22 13F Networth Advisors, LLC 377 -11.92 25 -10.71
2026-06-02 13F/A Parallel Advisors, LLC 0 -100.00 0 -100.00
2026-04-23 13F Ewa, Llc 101,894 -23.12 6,881 -21.34
2026-04-21 13F Lewis Asset Management, LLC 7,890 -2.75 533 -0.56
2026-05-04 13F Fortress Financial Solutions, LLC 71,582 -2.89 4,834 -0.66
2026-05-11 13F Howard Wealth Management, Llc 10,459 -1.53 706 0.71
2026-04-17 13F Ignite Planners, LLC 27,416 -1.76 1,858 -3.08
2026-02-17 13F Risk Paradigm Group, LLC 0 -100.00 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-05-04 13F Alta Wealth Advisors LLC 11,126 -0.44 751 1.90
2026-04-30 13F Mason & Associates Inc 6,940 -0.69 455 -1.30
2026-05-05 13F Plante Moran Financial Advisors, LLC 14,745 -26.51 996 -24.85
2026-04-23 13F Summit Investment Advisory Services, LLC 41,581 -0.07 2,808 2.22
2026-05-19 13F Cim Investment Mangement Inc 255,904 -0.90 17,281 1.40
2026-04-10 13F Piscataqua Savings Bank 1,925 -13.48 130 -11.64
2026-05-08 13F Peachtree Investment Partners, LLC 8,804 -1.39 595 0.85
2026-05-15 13F Aristotle Capital Boston, LLC 90 -98.02 6 -97.99
2026-02-10 13F Rock Creek Group, LP 0 -100.00 0
2026-04-21 13F Aaron Wealth Advisors LLC 13,179 -48.67 890 -47.52
2026-05-01 13F Securian Asset Management, Inc 49,510 -0.60 3,343 1.70
2026-05-11 13F Condor Capital Management 25,214 -1.21 1,703 1.07
2026-04-29 13F Rockwood Wealth Management, LLC 37,696 -9.64 2,546 -7.56
2026-04-21 13F Hidden Cove Wealth Management, LLC 5,182 -2.87 350 -0.85
2026-05-12 13F Atlantic Union Bankshares Corp 2,342,248 -4.33 158,172 -2.11
2026-05-13 13F Mpwm Advisory Solutions, Llc 4,098 -84.18 277 -83.85
2026-05-14 13F Strategic Advisors LLC 3,687 -6.30 249 -4.25
2026-05-01 13F Citizens Business Bank 27,372 -1.63 1,848 0.65
2026-04-21 13F Maridea Wealth Management LLC 9,281 -0.32 627 1.95
2026-05-13 13F Alpha Financial Partners, LLC 101,743 -11.65 6,871 -9.61
2026-05-04 13F Lifeworks Advisors, LLC 4,262 -6.35 288 -4.33
2026-02-09 13F White Pine Capital Llc 0 -100.00 0
2026-04-24 13F Greystone Financial Group, LLC 13,340 -58.33 901 -57.39
2026-05-13 13F RFP Financial Group LLC 0 -100.00 0
2026-05-15 13F Segall Bryant & Hamill, Llc 0 -100.00 0
2026-05-12 13F Colonial Trust Advisors 219,188 -2.50 14,802 -0.24
2026-02-17 13F Main Street Financial Solutions, LLC 6,052 -75.14 399 -74.87
2026-05-14 13F MetLife Investment Management, LLC 126,340 -1.52 8,532 0.76
2026-05-15 13F Perennial Investment Advisors, LLC 44,421 -9.58 3,000 -7.50
2026-04-10 13F High Probability Advisors, LLC 3,831 -42.57 259 -41.36
2026-04-10 13F Windsor Capital Management, LLC 243,292 -2.49 16,430 -0.23
2026-04-06 13F Highline Wealth Partners Llc 24 -76.24 2 -83.33
2026-05-11 13F United Bank 10,767 -36.45 727 -34.97
2026-04-28 13F Fundamentun, Llc 150,405 -1.19 10,157 1.09
2026-04-24 13F Midwest Capital Advisors, LLC 2,241 -3.45 151 -1.31
2026-05-12 13F Voya Investment Management Llc 743,805 -17.73 50,229 -15.82
2026-05-12 13F Planwiser Financial, Llc 0 -100.00 0
2026-05-06 13F Assetmark, Inc 40,290 -2.85 2,721 -0.62
2026-04-15 13F Wright Fund Managment, LLC 0 -100.00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 23,057 -2.34 1,557 -0.06
2026-05-04 13F MTC Wealth Management LLC 171,561 -0.86 11,585 1.44
2026-02-09 13F Financial Advisory Corp /ut/ /adv 11,675 -6.79 1
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 74,926 -1.25 5,060 1.04
2026-04-29 13F Downshift Financial, LLC 7,086 -28.98 510 -26.30
2026-04-13 13F Uptown Financial Advisors LLC 14,335 -0.86 968 1.47
2026-04-16 13F Fiduciary Advisors, Inc. 14,110 -7.31 953 -5.18
2026-04-22 13F Storen Legacy Partners, LLC 8,890 -30.40 600 -28.83
2026-04-20 13F McKinley Carter Wealth Services, Inc. 215,447 -26.25 14,549 -24.54
2026-04-30 13F Independence Bank of Kentucky 6,125 -0.24 414 1.98
2026-01-14 13F One Wealth Management Investment & Advisory Services, LLC 6,512 -0.46 430 0.70
2026-05-15 13F Talon Private Wealth, LLC 12,949 -6.62 874 1.63
2026-05-01 13F Anchor Investment Management, LLC 16,440 -1.32 1,110 1.00
2026-04-30 13F Manske Wealth Management 3,587 -2.61 242 -0.41
2026-05-15 13F Wick Capital Partners, LLC 8,649 -6.71 584 -4.42
2026-04-16 13F Heck Capital Advisors, LLC 18,199 -10.23 1,229 -8.22
2026-05-01 13F Concord Wealth Partners 0 -100.00 0
2026-05-14 13F JustInvest LLC 11,787 -2.19 796 0.00
2026-04-10 13F FORM Wealth Advisors, LLC 596,597 -13.19 40,288 -11.18
2026-04-24 13F Flagship Private Wealth, LLC 120,480 -1.24 8,136 1.06
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 330,567 -34.86 22,323 -33.35
2026-05-15 13F RMB Capital Management, LLC 260,354 -9.76 17,582 -7.66
2026-04-20 13F ABLE Financial Group, LLC 11,847 -3.78 800 -1.48
2026-05-11 13F Inspire Trust Co, N.a. 0 -100.00 0
2026-05-12 13F Azimuth Capital Investment Management LLC 31,060 -0.04 2,097 2.29
2026-04-24 13F Enzi Wealth 27,611 -3.41 1,865 -6.05
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 39,227 -3.49 2,649 -1.27
2026-04-16 13F First Community Trust Na 121 -35.29 8 -33.33
2026-05-14 13F Keebeck Wealth Management, LLC 3,850 -33.39 260 -32.02
2026-04-09 13F Praetorian Wealth Management, Inc. 4,164 -6.15 294 0.34
2026-04-20 13F Investment Research & Advisory Group, Inc. 14,095 -9.34 952 -7.31
2026-05-14 13F Ade, Llc 6,100 -0.28 412 1.99
2026-04-14 13F Affiance Financial, LLC 168,174 -0.18 11,357 2.13
2026-04-09 13F ASL Financial, LLC 124,996 -1.55 8,441 0.74
2026-05-13 13F Family Office Research LLC 3,777 -11.79 255 -10.84
2026-05-15 13F Two Sigma Investments, Lp 0 -100.00 0
2026-05-01 13F Cosner Financial Group, LLC 38,501 -3.84 2,600 -1.63
2026-05-14 13F Provida Pension Fund Administrator 0 -100.00 0 -100.00
2026-02-17 13F Private Advisor Group, LLC Put 0 -100.00 0
2026-01-13 13F Stephens Consulting, LLC 345 -4.17 23 -4.35
2026-04-16 13F Global Wealth Management, LLC 99,229 -0.73 6,701 1.56
2026-05-05 13F HighTower Advisors, LLC 7,735,222 -1.85 522,362 0.43
2026-05-11 13F MainStreet Investment Advisors LLC 635,079 -3.02 42,887 -0.77
2026-04-29 13F Greenwood Capital Associates Llc 72,975 -33.07 4,928 -31.51
2026-05-12 13F CBIZ Investment Advisory Services, LLC 20,952 -38.15 1,415 -36.73
2026-04-28 13F Kanawha Capital Management Llc 399,962 -0.09 27,009 2.23
2026-05-29 13F Mullaney, Keating & Wright, Inc. 27,639 -26.42 1,866 -24.73
2026-04-08 13F Partnership Wealth Management, LLC 161,928 -4.11 10,935 -1.89
2026-04-02 13F Collective Family Office Llc 16,948 -3.70 1,144 -1.46
2026-04-21 13F Founders Capital Management 313 -75.59 21 -75.00
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100.00 0
2026-04-08 13F Fermata Advisors, LLC 6,196 -0.19 418 2.20
2026-05-14 13F Traynor Capital Management, Inc. 21,684 -11.53 1,422 -12.06
2026-04-17 13F Boston Private Wealth Llc 37,170 -12.90 2,510 -10.87
2026-04-24 13F Redwood Wealth Management Group, LLC 27,165 -0.13 1,834 2.17
2026-05-11 13F Collier Financial 3,718 -3.83 251 -1.57
2026-05-11 13F Aptus Capital Advisors, LLC 101,225 -2.27 6,836 0.00
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 15,307 -13.09 1,034 -11.10
2026-04-30 13F Simplicity Wealth,LLC 4,328 -24.99 292 -23.16
2026-06-03 13F CoreFirst Bank & Trust 37,339 -6.13 2,522 -3.96
2026-05-13 13F American Financial Advisors, LLC 204,689 -1.51 13,823 0.77
2026-02-17 13F Vertex Planning Partners, LLC 0 -100.00 0
2026-05-04 13F Pacific Point Advisors, LLC 21,936 -1.17 1,481 1.16
2026-04-20 13F Hoxton Planning & Management, LLC 10,876 -6.18 734 -4.05
2026-04-20 13F Verus Financial Partners, Inc. 57,058 -1.53 4,079 1.14
2026-05-14 13F Stonebridge Capital Advisors LLC 3,137 -31.19 212 -29.67
2026-01-27 13F Meritage Portfolio Management 4,741 -6.06 313 -5.17
2026-04-22 13F Wetzel Investment Advisors, Inc. 45,332 -1.90 3,061 0.39
2026-04-21 13F Alpine Bank Wealth Management 332,644 -0.17 22,463 2.14
2026-05-01 13F/A Lodestone Wealth Management LLC 0 -100.00 0
2026-04-10 13F Wealth Group Ltd 39,084 -4.75 2,639 -2.55
2026-04-29 13F/A True Link Financial Advisors, LLC 8,075 -23.62 545 -21.81
2026-05-13 13F Brinker Capital Investments, LLC 171,227 -24.67 11,563 -22.93
2026-05-22 13F Coastline Complete Wealth LLC 9,542 -0.60 644 1.74
2026-04-06 13F Old Port Advisors 14,713 -6.39 994 -4.24
2026-04-10 13F Revolve Wealth Partners, LLC 25,692 -15.87 1,735 -13.95
2026-05-04 13F Avantax Planning Partners, Inc. 15,341 -14.43 1,036 -12.51
2026-04-09 13F Thrive Wealth Management, LLC 17,104 -1.08 1,155 1.23
2026-04-27 13F Wbh Advisory Inc 13,134 -4.38 894 -1.32
2026-04-22 13F RMR Wealth Builders 1,109,425 -2.21 74,919 0.06
2026-04-20 13F C2C Wealth Management, LLC 48,882 -2.69 3,301 -0.45
2026-05-14 13F Ieq Capital, Llc 192,449 -1.01 12,996 1.29
2026-04-07 13F First Financial Corp /in/ 183 -91.09 12 -91.11
2026-04-30 13F Millstone Evans Group, LLC 6,316 -2.08 427 0.24
2026-05-01 13F Lincoln Capital LLC 19,982 -4.75 1,347 -2.75
2026-05-12 13F Hilltop Partners LLC 88,144 -71.07 5,952 -70.40
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100.00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-04-30 13F Indivisible Partners 11,234 -0.45 759 1.88
2026-05-19 13F Financial Insights, Inc. 14,573 -3.64 984 -1.40
2026-04-08 13F Capital Advisors Wealth Management, LLC 12,672 -1.70 856 0.59
2026-05-15 13F Reliant Wealth Planning 3,418 -3.23 231 -1.29
2026-04-03 13F Box Hill Private Wealth LLC 14,634 -22.47 988 -20.64
2026-05-07 13F Nordwand Advisors, LLC 28,289 -6.52 1,910 -4.36
2026-04-24 13F Essex Financial Services, Inc. 97,043 -0.02 6,553 2.29
2026-05-05 13F Net Worth Advisory Group 3,004 -1.41 203 0.50
2026-05-15 13F Strategies Wealth Advisors, LLC 6,540 -4.62 442 -2.43
2026-04-02 13F Crumly & Associates Inc. 49,693 -0.16 3,356 2.13
2026-04-28 13F Antonelli Financial Advisors, LLC 35,844 -0.01 2,421 2.32
2026-04-29 13F IAG Wealth Partners, LLC 6,143 -0.29 415 1.97
2026-05-15 13F IMG Wealth Management, Inc. 958 -43.91 65 -42.86
2026-05-15 13F Catherine Avery Investment Management LLC 0 -100.00 0
2026-04-24 13F MOR Wealth Management, LLC 49,627 -0.38 3,351 1.95
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 0 -100.00 0
2026-05-01 13F Symphony Financial, Ltd. Co. 29,645 -27.45 1,988 -26.65
2026-04-22 13F KG&L Capital Management,LLC 23,002 -5.51 1,553 -3.30
2026-05-12 13F Culbertson A N & Co Inc 22,984 -0.58 1,552 1.77
2026-05-12 13F Baker Avenue Asset Management, LP 32,204 -0.05 2,175 2.26
2026-04-27 13F Victory Financial Group, Llc 7,661 -4.94 517 -2.64
2026-04-16 13F Aurora Private Wealth, Inc. 7,284 -4.92 0
2026-05-18 13F IFS Group,LLC 10,272 -20.59 694 -18.18
2026-04-08 13F Bill Few Associates, Inc. 7,443 -1.23 503 1.01
2026-04-27 13F Leelyn Smith, LLC 3,347 -23.78 226 -21.80
2026-05-06 13F Oxford Financial Group Ltd 38,417 -3.04 2,594 -0.80
2026-05-14 13F Fft Wealth Management Llc 176,567 -2.23 11,924 0.04
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 25,739 -6.83 1,738 -4.66
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 6,287 -11.00 425 -9.01
2026-05-08 13F TMB Capital Partners, LLC 8,568 -0.44 579 1.94
2026-05-12 13F Pacific Center for Financial Services 216,131 -5.88 14,595 -2.60
2026-04-28 13F DDD Partners, LLC 8,664 -11.03 585 -8.88
2026-04-15 13F Michael Brady & Co., LLC 3,121 -1.89 211 0.48
2026-04-14 13F William Mack & Associates, Inc. 18,820 -3.44 1,271 -1.24
2026-05-12 13F Operose Advisors LLC 39,490 -1.85 2,667 0.41
2026-04-08 13F Afg Fiduciary Services Limited Partnership 103,518 -0.61 7,087 1.69
2026-05-15 13F Two Sigma Securities, Llc 0 -100.00 0
2026-04-14 13F Moller Financial Services 66,740 -0.69 4,507 1.60
2026-05-05 13F PFG Advisors 81,295 -6.44 5,490 -4.27
2026-05-13 13F Jaffetilchin Investment Partners, LLC 69,827 -0.07 4,715 2.26
2026-05-14 13F Requisite Capital Management, LLC 13,823 -15.83 933 -13.85
2026-04-20 13F LVW Advisors, LLC 8,918 -2.39 602 0.00
2026-05-26 13F Axiom Investment Management LLC 0 -100.00 0
2026-02-17 13F III Capital Management 0 -100.00 0
2026-05-13 13F Corsicana & Co. 33,159 -9.15 1,935 -19.68
2026-05-15 13F Barnes Wealth Management Group, Inc 5,360 -6.78 362 -4.75
2026-05-01 13F International Assets Investment Management, Llc 27,408 -0.39 1,866 2.81
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 6,300 -27.11 425 -25.44
2026-04-13 13F Neumann Capital Management, LLC 207,838 -0.85 14,035 1.45
2026-04-15 13F Iowa State Bank 380,367 -1.44 25,686 0.85
2026-05-14 13F StoneX Group Inc. 32,231 -53.48 2,177 -52.60
2026-05-11 13F Ellevest, Inc. 41,952 -0.38 2,833 1.94
2026-02-13 13F Tableaux Llc 0 -100.00 0
2026-05-08 13F Valeo Financial Advisors, LLC 3,212,980 -3.98 209,603 -2.06
2026-05-14 13F Orion Capital Management LLC 26,780 -7.11 1,808 -4.94
2026-04-22 13F Wiser Advisor Group LLC 262 -26.61 18 -26.09
2026-04-21 13F Piedmont Capital Management, LLC/NC 7,750 -0.10 523 2.15
2026-05-05 13F Kickstand Ventures, Llc. 63,245 -2.81 4,271 -0.56
2026-04-22 13F Wealth Advisory Solutions, LLC 416,032 -1.92 28,095 0.35
2026-04-13 13F Arcadia Investment Advisors Llc 32,541 -2.04 2,197 0.23
2026-04-13 13F Massmutual Trust Co Fsb/adv 708,900 -3.33 47,872 -1.09
2026-04-23 13F Narwhal Capital Management 3,150 -70.85 213 -70.27
2026-01-14 13F ORG Partners LLC 17,650 -25.96 1,165 -21.51
2026-05-12 13F Vista Private Wealth Partners. LLC 0 -100.00 0
2026-05-04 13F 1 North Wealth Services Llc 150,627 -2.55 10,172 -0.29
2026-04-10 13F Octavia Wealth Advisors, LLC 22,658 -2.68 1,530 -0.39
2026-04-16 13F Annex Advisory Services, LLC 3,246 -19.19 219 -17.36
2026-04-20 13F Provenance Wealth Advisors, LLC 73,445 -15.18 4,960 -13.21
2026-04-30 13F Peterson Wealth Services 130 -50.00 9 -52.94
2026-05-15 13F Vestmark Advisory Solutions, Inc. 316,147 -30.19 21,349 -28.57
2026-04-07 13F Retirement Wealth Solutions LLC 17,837 -0.36 1,205 1.95
2026-05-14 13F Peak Asset Management, LLC 6,675 -8.25 451 -6.25
2026-04-23 13F American National Bank 105,742 -0.03 7,141 2.28
2026-05-12 13F Strategic Wealth Partners, Ltd. 1,687 -12.14 114 -10.32
2026-05-14 13F Financial Engines Advisors L.L.C. 7,899,274 -3.95 533,438 -1.72
2026-04-21 13F Econ Financial Services Corp 120,850 -26.26 8,161 -24.54
2026-04-30 13F Titleist Asset Management, Llc 535,025 -1.34 36,130 0.95
2026-05-06 13F Tyche Wealth Partners LLC 10,148 -0.66 685 1.63
2026-04-27 13F Legacy Financial Group, Inc. 3,324 -1.25 224 0.90
2026-05-14 13F First Commonwealth Financial Corp /pa/ 7,988 -23.41 539 -21.66
2026-04-17 13F Buffalo Business & Estate Services Ltd 3,818 -5.45 258 -3.38
2026-04-03 13F Investors Research Corp 325 -31.58 22 -32.26
2026-04-09 13F Wealth Quarterback LLC 7,915 -4.17 535 -2.02
2026-04-22 13F Matauro, Llc 21,042 -31.50 1,421 -29.90
2026-05-05 13F LeClair Wealth Partners LLC 0 -100.00 0
2026-04-09 13F Kwmg, Llc 12,677 -0.48 856 1.90
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 3,740 -22.16 253 -20.50
2026-05-14 13F Lbmc Investment Advisors, Llc 53,757 -18.34 3,630 -16.44
2026-05-08 13F Zions Bancorporation, National Association /ut/ 484,030 -51.24 32,687 -50.11
2026-04-21 13F Marietta Wealth Management, LLC 220,386 -1.48 14,883 0.81
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 17,380 -0.85 1,174 1.47
2026-04-28 13F SBI Securities Co., Ltd. 1,725 -5.99 116 -4.13
2026-05-04 13F First National Bank of Hutchinson 102,134 -2.87 6,897 -0.62
2026-04-20 13F Kfg Wealth Management, Llc 4,382 -2.84 296 -0.67
2026-04-17 13F Signal Advisors Wealth, LLC 4,316 -12.42 291 -10.46
2026-04-02 13F Horizons Wealth Management 9,488 -2.02 641 0.16
2026-04-10 13F Oxinas Partners Wealth Management LLC 7,360 -0.46 497 1.84
2026-04-20 13F Joel Adams & Associates, Inc. 45,780 -11.05 3,092 -9.01
2026-05-15 13F Wealth Preservation Advisors, LLC 2,731 -20.31 184 -18.58
2026-04-14 13F Invenio Wealth Partners Llc 11,715 -2.42 791 -0.13
2026-05-08 13F Steward Partners Investment Advisory, Llc 3,052,163 -0.89 206,113 1.41
2026-02-18 13F Financial Advisory Service, Inc. 36,279 -1.58 2,394 -0.46
2026-04-15 13F Journey Strategic Wealth Llc 383,153 -0.75 25,874 1.55
2026-05-26 13F Ruggaard & Associates LLC 9,783 -0.72 661 1.54
2026-04-24 13F Palouse Capital Management, Inc. 0 -100.00 0
2026-05-15 13F London Co Of Virginia 234,427 -70.32 15,831 -69.64
2026-04-13 13F CJM Wealth Advisers, Ltd. 541,370 -2.57 36,559 -0.31
2026-05-04 13F Sigma Planning Corp 353,362 -2.46 23,863 -0.22
2026-01-22 13F Madrona Financial Services, LLC 0 -100.00 0
2026-05-06 13F Bauman Advisory Group, LLC 5,421 -95.39 366 -95.28
2026-05-06 13F Arcus Capital Partners, LLC 100,141 -15.38 6,763 -13.42
2026-04-21 13F Granite Islands Private Wealth, Llc 20,477 -1.73 1,382 0.58
2026-04-22 13F Financially in Tune, LLC 28,704 -0.98 1,938 1.31
2026-05-11 13F Berkshire Asset Management Llc/pa 28,630 -0.43 1,933 1.90
2026-05-05 13F Northstar Financial Companies, Inc. 0 -100.00 0
2026-04-21 13F Colony Family Offices, LLC 40,862 -0.28 2,759 2.03
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 3,452 -47.24 233 -45.94
2026-05-04 13F Rogco, Lp 10,649 -91.74 719 -91.54
2026-05-13 13F Hollow Brook Wealth Management LLC 6,815 -49.76 460 -48.60
2026-04-21 13F Polaris Investment Advisors, LLC 33,729 -22.52 2,278 -20.74
2026-05-05 13F Capital Investment Advisory Services, LLC 14,227 -87.94 961 -87.67
2026-04-15 13F Regatta Capital Group, Llc 28,010 -0.53 1,892 1.78
2026-05-11 13F Haverford Financial Services, Inc. 6,836 -14.55 462 -12.69
2026-05-07 13F Winthrop Partners - Wny, Llc 4,090 -18.69 276 -16.62
2026-04-14 13F Sterling Investment Advisors Llc /adv 124,344 -0.29 8,397 2.03
2026-02-11 13F TruNorth Capital Management, LLC 0 -100.00 0
2026-04-10 13F YHB Investment Advisors, Inc. 569,512 -0.53 38,459 1.77
2026-05-05 13F One Day In July LLC 72,544 -1.45 4,899 0.82
2026-05-04 13F Summit Wealth Group, LLC 3,850 -7.96 260 -6.16
2026-05-12 13F Athena Investment Management 9,388 -0.73 634 1.44
2026-05-06 13F LPL Financial LLC 23,069,377 -20.79 1,557,875 -18.95
2026-05-04 13F Carrera Capital Advisors 23,999 -1.91 1,621 0.37
2026-04-22 13F SFG Wealth Management, LLC. 9,903 -11.79 669 -9.73
2026-04-22 13F MFA Wealth Services 28,225 -0.44 1,906 1.87
2026-04-23 13F Forum Financial Management, LP 5,291 -0.09 357 2.29
2026-05-11 13F Rossby Financial, LCC 64,031 -5.64 4,360 -2.64
2026-05-20 13F Hobbs Group Advisors, LLC 6,912 -1.47 467 0.65
2026-04-13 13F/A Sunburst Financial Group, LLC 6,005 -7.77 406 -5.59
2026-04-29 13F Harbour Capital Advisors, LLC 30,895 -0.27 2,244 8.30
2026-05-11 13F OpenArc Corporate Advisory, LLC 6,794 -37.77 459 -36.39
2026-04-29 13F Nilsine Partners, LLC 56,669 -5.07 4,128 4.77
2026-05-07 13F NWK Group, Inc. 10,202 -4.13 689 -1.99
2026-04-24 13F SOL Capital Management CO 0 -100.00 0
2026-04-29 13F CVA Family Office, LLC 64,462 -4.69 4,353 -2.46
2026-04-24 13F Heritage Investors Management Corp 53,406 -4.15 4 0.00
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 145,666 -23.00 9,831 -21.27
2026-05-11 13F/A GFS Advisors, LLC 186,809 -3.43 12,615 -1.19
2026-02-06 13F GPS Wealth Strategies Group, LLC 270 -95.52 18 -95.67
2026-04-22 13F Legacy Wealth Management, Inc 1,324,253 -1.91 89,427 0.37
2026-05-08 13F Alps Advisors Inc 272,640 -31.23 18,411 -29.63
2026-02-12 13F Pitcairn Co 0 -100.00 0
2026-05-06 13F Angeles Wealth Management, Llc 18,675 -19.11 1,261 -17.20
2026-05-13 13F GeoWealth Management, LLC 35,403 -5.31 2,391 -3.12
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 33,603 -2.37 2,269 -0.09
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 437 -1.13 32 10.34
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-01-27 13F Tranquilli Financial Advisor LLC 0 -100.00 0
2026-04-15 13F Wealthcare Capital Management Llc 7,181 -2.33 485 -0.21
2026-05-01 13F Innovative Wealth Building LLC 13,473 -0.28 910 2.02
2026-05-11 13F Estate Planners Group, LLC 0 -100.00 0
2026-04-24 13F Swmg, Llc 12,430 -2.93 839 -8.61
2026-04-30 13F Private Trust Co Na 76,086 -11.00 5,138 -8.93
2026-02-06 13F Cedar Wealth Management, LLC 0 -100.00 0
2026-05-05 13F Three Seasons Wealth, LLC 21,280 -8.95 1,437 -6.81
2026-04-22 13F Spire Wealth Management 128,960 -9.15 8,709 -7.05
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 15,710 -0.76 1,061 1.53
2026-04-24 13F Medallion Wealth Advisors, LLC 4,050 -9.64 273 -7.46
2026-05-15 13F Headinvest, Llc 55,957 -0.87 3,779 1.42
2026-04-21 13F Paradigm Financial Partners, Llc 74,356 -1.49 5,021 0.80
2026-04-23 13F Intrua Financial, LLC 50,577 -21.19 3,415 -19.36
2026-04-28 13F Nbt Bank N A /ny 62,731 -1.24 4,236 -0.21
2026-04-15 13F Mogy Joel R Investment Counsel Inc 11,567 -32.89 781 -31.31
2026-05-13 13F Parkside Financial Bank & Trust 40,172 -0.38 2,713 1.92
2026-05-11 13F West Wealth Group, LLC 4,387 -0.30 296 2.07
2026-05-07 13F JSF Financial, LLC 28,951 -82.68 1,955 -82.27
2026-04-29 13F Frank, Rimerman Advisors LLC 0 -100.00 0
2026-04-20 13F Eagle Strategies LLC 7,656 -15.59 517 -13.71
2026-02-10 13F Future Fund LLC 0 -100.00 0
2026-04-21 13F Meridian Financial, LLC 102,205 -4.94 6,902 -2.75
2026-04-20 13F GSB Wealth Management, LLC 87,218 -0.65 5,890 1.66
2026-05-07 13F Wharton Business Group, LLC 0 -100.00 0
2026-05-15 13F Bank Of America Corp /de/ 67,162,982 -2.80 4,535,516 -0.55
2026-05-04 13F Geneos Wealth Management Inc. 42,805 -4.90 2,891 -2.69
2026-04-14 13F Twelve Points Wealth Management LLC 10,655 -2.99 720 -5.27
2026-04-20 13F First PREMIER Bank 3,655 -0.54 0
2026-05-12 13F Stokes Family Office, LLC 7,455 -22.53 503 -20.79
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2,014,496 -21.03 129,971 -25.95
2026-05-13 13F Strategic Financial Concepts, LLC 8,860 -0.71 598 1.70
2026-04-08 13F Melone Private Wealth, LLC 8,443 -0.80 570 1.60
2026-05-05 13F Fusion Family Wealth LLC 20,647 -2.70 1,394 -0.43
2026-04-23 13F Moss Adams Wealth Advisors LLC 0 -100.00 0
2026-04-17 13F Certified Advisory Corp 157,276 -2.26 10,621 0.01
2026-04-28 13F Powerhouse Assets LLC 9,700 -4.88 655 -2.67
2026-05-06 13F Elyxium Wealth, LLC 77,836 -15.99 5,256 -14.05
2026-04-16 13F Diversified Trust Co 550,987 -1.66 37,208 0.62
2026-04-13 13F Ullmann Financial Group, Inc. 95,692 -14.64 6,462 -11.22
2026-05-07 13F Amara Financial, Llc. 39,857 -5.06 2,692 -2.85
2026-04-20 13F TFB Advisors LLC 3,575 -90.07 241 -89.85
2026-05-15 13F Tudor Investment Corp Et Al Call 0 -100.00 0
2026-04-23 13F Spinnaker Trust 22,038 -13.69 1,488 -11.69
2026-04-20 13F Gilbert Capital Group, Inc. 7,220 -12.70 488 -10.64
2026-04-22 13F Pinnacle Bancorp, Inc. 114,898 -1.30 7,759 0.99
2026-02-10 13F Mcdaniel Terry & Co 0 -100.00 0
2026-05-12 13F Prostatis Group LLC 0 -100.00 0
2026-04-29 13F Bank Of Stockton 542,553 -17.95 36,639 -16.05
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 308,548 -2.25 20,836 0.02
2026-04-21 13F Pallas Capital Advisors LLC 0 -100.00 0
2026-04-20 13F William B. Walkup & Associates, Inc. 0 -100.00 0
2026-04-10 13F OMNI 360 Wealth, Inc. 12,267 -5.27 828 -7.90
2026-05-04 13F MEMBERS Trust Co 2,134,458 -1.39 144,140 0.89
2026-04-30 13F Opus Capital Group, LLC 9,802 -0.71 1
2026-05-12 13F IFG Advisory, LLC 0 -100.00 0
2026-04-29 13F Sigma Investment Counselors Inc 1,958,083 -3.79 132,229 -1.56
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 9,797 -8.41 662 -6.37
2026-04-21 13F Financial Planning Hawaii, Inc. 6,613 -11.69 447 -9.72
2026-04-29 13F Axxcess Wealth Management, Llc 1,048,923 -0.08 70,834 2.23
2026-01-26 13F Northwest Capital Management Inc 8,568 -2.72 565 -1.57
2026-05-06 13F Crescent Grove Advisors, LLC 305,853 -0.89 20,654 1.41
2026-04-17 13F BCS Wealth Management 10,565 -49.33 713 -48.18
2026-05-12 13F Ramirez Asset Management, Inc. 375 -84.21 25 -83.97
2026-05-04 13F Wsfs Capital Management, Llc 45,580 -4.90 3,078 -2.69
2026-05-08 13F Burke & Herbert Bank & Trust Co 104,099 -1.09 7,030 1.19
2026-04-27 13F Osborne Partners Capital Management, Llc 6,357 -9.98 429 -7.94
2026-04-09 13F DHJJ Financial Advisors, Ltd. 288,150 -1.82 19,459 0.46
2026-02-10 13F Garde Capital, Inc. 0 -100.00 0
2026-01-21 13F Naviter Wealth, LLC 0 -100.00 0
2026-04-07 13F Eastern Bank 163,563 -3.76 11,045 -1.53
2026-04-30 13F Petix & Botte Co 77,619 -52.89 10,483 -3.59
2026-05-12 13F Kirtland Hills Capital Management, Llc 0 -100.00 0
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100.00 0
2026-04-08 13F Lakeridge Wealth Management LLC 16,403 -5.34 1,108 -3.15
2026-05-01 13F Rakuten Securities, Inc. 0 -100.00 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 62,439 -9.38 4,217 -7.28
2026-04-22 13F Parcion Private Wealth LLC 11,201 -0.36 756 2.02
2026-05-01 13F UNIVEST FINANCIAL Corp 40,648 -1.15 2,745 1.14
2026-05-13 13F Fsb Premier Wealth Management, Inc. 10,253 -8.10 692 -5.98
2026-05-11 13F Insight Advisors, LLC/ PA 10,807 -83.07 730 -82.70
2026-05-13 13F Lido Advisors, LLC 733,999 -20.40 49,570 -18.15
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 12,557 -0.63 848 1.56
2026-04-23 13F Alley Investment Management Company, LLC 126,476 -1.01 8,541 1.28
2026-04-09 13F Secure Asset Management, LLC 7,918 -38.01 535 -36.65
2026-05-11 13F Cadinha & Co Llc 24,509 -2.55 1,655 -0.24
2026-05-07 13F Mason Street Advisors, Llc 0 -100.00 0
2026-03-27 13F Prosperity Wealth Management, Inc. 6,348 -3.38 419 -2.34
2026-04-21 13F SpringVest Wealth Management LLC 30,324 -4.24 2,048 -2.06
2026-05-22 13F WNY Asset Management, LLC 7,314 -0.80 494 2.49
2026-04-28 13F Ntv Asset Management Llc 142,273 -3.82 9,608 -1.59
2026-05-01 13F Mutual Advisors, LLC 78,817 -41.09 5,323 -39.73
2026-04-28 13F Integrated Advisors Network LLC 183,295 -11.05 12,378 -8.99
2026-05-14 13F Gamco Investors, Inc. Et Al 57,751 -2.00 3,900 0.26
2026-04-29 13F Waters Parkerson & Co., Llc 14,135 -3.35 955 -1.14
2026-05-15 13F Alliancebernstein L.p. 1,176,580 -1.42 77,654 -1.42
2026-04-16 13F Flywheel Private Wealth LLC 75,400 -0.63 5,092 1.68
2026-05-06 13F Diversified Portfolios, Inc. 39,163 -4.82 2,645 -2.62
2026-05-12 13F Bank of Jackson Hole Trust 128,828 -0.27 8,700 2.03
2026-02-12 13F Reston Wealth Management Llc 0 -100.00 0
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 3,267 -95.43 221 -95.34
2026-04-16 13F Smith, Salley & Associates 7,095 -1.73 479 0.63
2026-04-24 13F Vision Capital Management, Inc. 113,692 -30.03 7,678 -28.41
2026-05-15 13F Round Rock Advisors, LLC 16,682 -0.89 1,127 1.44
2026-04-21 13F Wallace Advisory Group, LLC 9,725 -5.86 657 -3.67
2026-05-01 13F BKD Wealth Advisors, LLC 476,901 -1.02 32,205 1.27
2026-04-30 13F Roman Butler Fullerton & Co 5,072 -3.68 358 -3.51
2026-04-22 13F Investment Advisory Group, LLC 87,693 -1.67 5,922 0.59
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 3,196 -3.15 216 -0.92
2026-04-21 13F SWS Partners 233,495 -0.27 15,768 2.04
2026-05-06 13F Heritage Wealth Management, Inc./Texas 32,035 -9.38 2,163 -7.29
2026-04-28 13F Canvas Wealth Advisors, LLC 10,159 -36.49 686 -34.98
2026-04-29 13F Strategic Blueprint, LLC 64,465 -0.90 4,353 1.40
2026-04-01 13F Adelphi Trust Co 9,597 -13.30 648 -11.23
2026-04-21 13F Sequent Planning LLC 5,031 -6.16 340 -3.97
2026-04-29 13F Koa Wealth Management, LLC 3,600 -5.49 243 -3.19
2026-04-28 13F Indiana Trust & Investment Management CO 9,388 -6.15 634 -4.09
2026-05-14 13F Beaird Harris Wealth Management, LLC 987 -2.95 67 -1.49
2026-05-14 13F Zacks Investment Management 81,340 -2.64 5,493 -0.40
2026-04-22 13F Gerber, Llc 15,780 -1.68 1,066 0.57
2026-04-15 13F Johnson & White Wealth Management, LLC 18,813 -1.56 1,270 0.71
2026-04-27 13F Meramec Financial Planners, LLC 1,626 -26.69 119 -25.16
2026-02-10 13F Transatlantique Private Wealth Llc 8,573 -0.40 566 0.71
2026-05-04 13F Savant Capital, LLC 442,127 -2.29 29,857 -0.02
2026-05-14 13F Vivaldi Capital Management, LLC 5,170 -3.44 349 -1.13
2026-04-08 13F Evanson Asset Management, LLC 15,405 -2.67 1,040 -0.38
2026-04-20 13F City State Bank 8,915 -0.61 602 1.69
2026-05-04 13F SJA Financial Advisory, LLC 35,565 -0.41 2,402 1.91
2026-04-21 13F Nemes Rush Group LLC 13,531 -5.77 914 -3.59
2026-04-27 13F Syntegra Private Wealth Group, LLC 8,437 -2.30 570 0.00
2026-04-21 13F Pinnacle Associates Ltd 342,977 -1.95 23,161 0.32
2026-02-11 13F Harpswell Capital Advisors, LLC 0 -100.00 0
2025-12-08 13F/A Evelyn Partners Investment Management Services Ltd 0 -100.00 0 -100.00
2026-04-17 13F Cora Capital Advisors Llc 24,546 -3.01 1,658 -0.78
2026-05-15 13F Van Den Berg Management I, Inc 107 -96.46 7 -96.48
2026-04-24 13F ERn Financial, LLC 29,968 -17.69 2,024 -15.78
2026-05-05 13F M3 Wealth Management, LLC 0 -100.00 0 -100.00
2026-04-13 13F Chesley Taft & Associates LLC 603,874 -0.71 40,780 1.59
2026-05-04 13F Objective Capital Management, LLC 11,054 -0.98 746 1.36
2026-05-20 13F SOA Wealth Advisors, LLC. 47,528 -1.50 3,210 0.79
2026-05-11 13F First Financial Bankshares Inc 2,865,249 -1.90 193,490 0.37
2026-05-01 13F Abound Financial, Llc 2,642 -4.28 178 -2.20
2026-05-19 13F McIlrath & Eck, LLC 2,444 -69.34 165 -68.63
2026-04-15 13F Braun-Bostich & Associates Inc. 3,525 -8.82 238 -6.67
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100.00 0
2026-05-06 13F ProVise Management Group, LLC 61,744 -2.16 4,170 0.10
2026-05-15 13F PSI Advisors, LLC 12,895 -0.50 871 1.75
2026-05-15 13F American Century Companies Inc 89,000 -16.59 6,010 -14.65
2026-05-13 13F Choate Investment Advisors 146,610 -0.29 9,901 2.02
2026-05-13 13F Arvest Bank Trust Division 4,910 -51.18 332 -50.08
2026-04-10 13F Waldron Private Wealth LLC 169,718 -0.22 11,461 2.09
2026-04-23 13F Financial Guidance Group, Inc. 5,425 -8.44 366 -6.39
2026-05-21 13F Verus Capital Partners, Llc 14,998 -36.50 1,013 -35.04
2026-04-13 13F Shira Ridge Wealth Management 3,381 -12.79 228 -10.59
2026-05-04 13F Fell Capital Management /adv 19,205 -5.18 1,297 -2.99
2026-04-15 13F ARS Wealth Advisors Group, LLC 5,663 -1.74 382 0.53
2026-05-15 13F Mercer Global Advisors Inc /adv 1,939,554 -14.75 130,978 -12.60
2026-04-20 13F First Bancorp, Inc /ME/ 6,580 -2.59 444 -0.22
2026-05-08 13F Financial Strategies Group, Inc. 55,450 -1.29 4,039 4.56
2026-04-24 13F National Asset Management, Inc. 48,155 -31.67 3,159 -32.10
2026-05-14 13F Elgethun Capital Management 1,579 -3.48 107 -0.93
2026-04-23 13F Embree Financial Group 48,680 -0.21 3,287 2.11
2026-05-12 13F LeConte Wealth Management, LLC 90,013 -16.17 6,079 -14.23
2026-04-20 13F Morton Brown Family Wealth, LLC 2,986 -25.29 202 -23.57
2026-04-30 13F Selective Wealth Management, Inc. 5,626 -4.21 403 -2.43
2026-04-23 13F Equita Financial Network, Inc. 6,603 -46.37 446 -45.20
2026-02-13 13F Nicolet Advisory Services, Llc 7,529 -38.81 521 -34.96
2026-04-20 13F Cottage Street Advisors LLC 95,043 -3.54 6,418 -1.31
2026-04-30 13F Equitable Trust Co 237,142 -0.02 16,014 2.29
2026-05-13 13F Syon Capital Llc 87,813 -0.39 5,930 1.93
2026-04-22 13F Ticino Wealth 53,675 -5.82 4,099 8.99
2026-04-28 13F Appleton Partners Inc/ma 15,830 -0.75 1 0.00
2026-05-11 13F Per Stirling Capital Management, LLC. 119,172 -42.28 8,048 -40.95
2026-05-14 13F Neuberger Berman Group LLC 79,130 -23.31 5,344 -21.53
2026-04-17 13F Wealth Management Partners, LLC 19,419 -0.27 1,311 2.02
2026-04-24 13F Smithbridge Asset Management Inc/de 160,299 -44.06 10,825 -42.76
2026-05-12 13F Circle Wealth Management, LLC 4,587,095 -0.60 309,767 1.70
2026-04-29 13F Presper Financial Architects, LLC 20,286 -93.42 1,370 -93.27
2026-05-07 13F Liberty Square Wealth Partners Llc 9,963 -31.30 673 -29.78
2026-04-13 13F Arkansas Financial Group, Inc. 934,195 -4.78 65,889 1.76
2026-05-07 13F MidAtlantic Capital Management, Inc. 63,351 -0.57 4,278 1.74
2026-05-06 13F Hartland & Co., LLC 927,593 -1.46 62,640 0.82
2026-04-15 13F Third View Private Wealth, LLC 15,165 -10.72 1,024 -8.65
2026-04-27 13F Pensionmark Financial Group, Llc 142,171 -4.83 9,601 -2.63
2026-04-21 13F Laurel Oak Wealth Management, Llc 37,151 -15.32 2,509 -13.37
2026-05-13 13F First Citizens Bank & Trust Co 140,682 -11.99 9,500 -9.94
2026-05-12 13F Tiaa Trust, National Association 182,167 -83.68 12,302 -83.30
2026-04-02 13F Hilltop National Bank 83,194 -1.92 5,618 0.36
2026-05-15 13F Transamerica Financial Advisors, Inc. 18 -5.26 1 0.00
2026-05-08 13F Rik Saylor Financial, Inc. 40,347 -0.37 2,725 1.95
2026-04-15 13F Oak Asset Management, LLC 10,415 -0.32 703 2.03
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 26,948 -4.26 1,820 -2.05
2026-05-15 13F Pursuit Wealth Strategies, Llc 25,679 -2.09 1,734 0.23
2026-04-14 13F BSW Wealth Partners 70,734 -1.65 4,777 0.63
2026-04-24 13F DB&C Advisors, LLC 8,565 -4.15 578 -1.87
2026-04-09 13F Veracity Capital LLC 3,141 -1.26 212 1.44
2026-04-24 13F Root Financial Partners, LLC 14,716 -6.98 994 -4.89
2026-04-08 13F Emergent Wealth Advisors, LLC 0 -100.00 0
2026-04-22 13F Financial Futures Ltd Liability Co. 8,478 -0.35 573 1.96
2026-04-23 13F Cornerstone Wealth Management, LLC 87,172 -0.40 5,887 1.90
2026-04-30 13F Pearl Planning LLC 10,188 -1.30 688 0.88
2026-04-24 13F RKL Wealth Management LLC 1,117,499 -9.56 75,465 -7.47
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100.00 0
2026-02-17 13F North Capital, Inc. 0 -100.00 0
2026-04-27 13F HTG Investment Advisors, Inc. 33,045 -22.88 2,232 -21.11
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 4,156 -7.52 281 -5.41
2026-04-08 13F Sharkey, Howes & Javer 13,092 -6.31 884 -4.12
2026-05-18 13F Graney & King, LLC 364 -55.72 25 -55.56
2026-04-08 13F Asempa Wealth Advisors 8,965 -4.78 611 -1.77
2026-05-01 13F Bensler, LLC 35,906 -1.52 2,425 0.75
2026-04-29 13F Seelaus Asset Management LLC 10,822 -4.19 731 -2.01
2026-04-08 13F Parisi Gray Wealth Management 78,652 -27.75 5,311 -26.07
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 423,493 -0.50 28,599 1.80
2026-04-29 13F WealthPLAN Partners, LLC 0 -100.00 0
2026-04-08 13F Clarus Wealth Advisors 132,622 -2.38 9,091 -3.51
2026-05-13 13F Cetera Investment Advisers 3,532,959 -2.70 238,581 -0.45
2026-04-21 13F Delta Wealth Advisors LLC 83,490 -3.69 5,638 -1.45
2026-04-10 13F Novem Group 65,499 -0.36 4,423 1.96
2026-05-08 13F Weinberger Asset Management, Inc 28,096 -15.88 1,897 -13.93
2026-04-28 13F Townsend Financial Planning, LLC 176,630 -1.04 11,928 1.25
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100.00 0
2026-05-13 13F Hirtle Callaghan & Co LLC 33,019 -31.31 2,230 -29.73
2026-05-11 13F Montis Financial, LLC 124,128 -0.66 8,382 1.64
2026-05-14 13F Bernard Wealth Management Corp. 18,348 -0.20 1,239 2.14
2026-04-08 13F Stonebridge Financial Group, LLC 20,540 -33.08 1,387 -31.51
2026-05-08 13F/A JPL Wealth Management, LLC 94,220 -3.48 6,363 -1.24
2026-05-05 13F Tortoise Investment Management, LLC 25,794 -0.54 1,742 1.75
2026-04-20 13F KFA Private Wealth Group, LLC 211,698 -0.84 14,296 1.45
2026-05-12 13F Fiera Capital Corp 438,572 -21.77 29,617 -19.95
2026-04-17 13F Legacy Wealth Partners, LLC 8,054 -0.80 544 1.50
2026-04-29 13F Clear Point Advisors Inc. 0 -100.00 0
2026-05-14 13F Evoke Wealth, Llc 35,010 -2.93 2,364 -0.67
2026-04-21 13F Old National Bancorp /in/ 183,578 -9.95 12,397 -7.86
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 33,637 -58.57 2,272 -57.61
2026-04-22 13F Onyx Bridge Wealth Group LLC 10,930 -0.45 738 1.93
2026-05-13 13F Ameritas Investment Partners, Inc. 184,131 -4.89 12,434 -2.68
2026-04-14 13F Southland Equity Partners LLC 7,309 -1.40 494 0.82
2026-05-13 13F Keystone Wealth Services, LLC 11,904 -3.92 804 -1.71
2026-05-12 13F/A Panoramic Investment Advisors, Llc 8,119 -0.12 548 2.24
2026-05-01 13F Sachetta, LLC 58,179 -1.71 3,929 0.56
2026-02-10 13F Blue Barn Wealth, LLC 0 -100.00 0
2026-05-01 13F Rossmore Private Capital 156,941 -2.22 10,598 0.05
2026-05-01 13F Compass Financial Services Inc 0 -100.00 0
2026-04-14 13F American State Bank (Iowa) 9,705 -11.64 655 -9.53
2026-04-30 13F Hsbc Holdings Plc 779,860 -1.11 52,657 1.15
2026-04-29 13F Cary Street Partner Investment Advisory Llc 255 -22.26 17 -19.05
2026-04-16 13F Financial Management Network Inc 391,172 -1.46 27,644 4.08
2026-04-23 13F Vista Investment Partners Ii, Llc 5,221 -5.81 353 -3.56
2026-05-15 13F DV Trading LLC 5,300 -75.38 358 -74.86
2026-04-21 13F Cfm Wealth Partners Llc 6,496 -20.19 439 -18.44
2026-05-07 13F Mullooly Asset Management, Inc. 416,548 -1.39 28,129 0.89
2026-04-16 13F Balboa Wealth Partners 10,378 -0.17 701 2.04
2026-04-28 13F Atticus Wealth Management, Llc 24,943 -12.04 1,684 -9.99
2026-04-21 13F Tritonpoint Wealth, Llc 18,777 -2.53 1,268 -0.24
2026-05-14 13F Simplex Trading, Llc 240 -78.04 16 -77.78
2026-05-14 13F We Are One Seven, LLC 132,408 -18.35 8,942 -16.46
2026-05-07 13F Capital Performance Advisors Llp 4,859 -5.52 328 -3.24
2026-05-12 13F Argentarii, LLC 28,914 -3.35 1,953 -1.11
2026-04-23 13F Inman Jager Wealth Management, LLC 61,317 -1.32 4,141 0.98
2026-01-28 13F Evergreen Private Wealth LLC 0 -100.00 0
2026-05-06 13F Modera Wealth Management, LLC 771,306 -3.37 52,086 -1.13
2026-05-11 13F Aprio Wealth Management, LLC 79,031 -5.80 5,337 -6.63
2026-05-05 13F Gilbert & Cook, Inc. 37,658 -0.66 2,543 1.68
2026-04-29 13F BEAM Asset Management, LLC 11,212 -7.46 757 -5.26
2026-04-14 13F Focus Financial Network, Inc. 14,863 -12.35 1,004 -10.37
2026-04-30 13F Costello Asset Management, INC 16,531 -2.13 1,116 0.18
2026-05-13 13F Prudential Financial Inc 25,100 -1.57 1,695 -0.29
2026-04-23 13F Fairway Wealth LLC 206,482 -0.15 13,942 2.15
2026-01-23 13F Keener Financial Planning LLC 0 -100.00 0
2026-04-17 13F CENTRAL TRUST Co 85,298 -1.21 5,760 1.09
2026-05-12 13F Kovack Advisors, Inc. 13,653 -0.67 928 2.21
2026-04-15 13F Hengehold Capital Management Llc 94,993 -3.88 6,415 -1.66
2026-04-20 13F Segment Wealth Management, LLC 8,285 -18.65 559 -16.82
2026-05-05 13F Peninsula Asset Management Inc 311,370 -2.23 21,027 0.04
2026-02-12 13F Cloud Capital Management, LLC 0 -100.00 0
2026-05-12 13F Summit Trail Advisors, Llc 59,212 -57.51 3,999 -56.52
2026-02-11 13F Townsquare Capital Llc 0 -100.00 0 -100.00
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 63,149 -1.87 4,264 0.40
2026-02-13 13F B&D White Capital Company, LLC 0 -100.00 0
2026-04-22 13F Crew Capital Management, Ltd. 17,723 -6.50 1,197 -4.40
2026-04-08 13F Grove Bank & Trust 602,577 -13.46 40,692 -11.45
2026-04-30 13F Texas Bank & Trust Co 22,360 -6.84 1,510 -4.73
2026-05-11 13F Legacy Edge Advisors, LLC 5,813 -0.24 393 2.08
2026-05-08 13F Dodds Wealth, LLC 17,607 -11.18 1,189 -9.17
2026-04-17 13F Novare Capital Management Llc 46,057 -68.00 3,110 -67.26
2026-04-28 13F SeaBridge Investment Advisors LLC 33,000 -38.37 2,228 -36.96
2026-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2026-05-11 13F Umb Bank N A/mo 1,765,898 -3.00 119,251 -0.76
2026-05-14 13F Marble Wealth, LLC 34,587 -8.71 2,336 -6.60
2026-04-22 13F Bay Capital Advisors, LLC 9,279 -6.16 627 -3.99
2026-04-10 13F Charles Schwab Trust Co 3,000 -19.14 203 -17.21
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 113,629 -4.12 7,673 -1.89
2026-04-09 13F CRA Financial Services, LLC 64,414 -7.25 4,350 -5.11
2026-05-08 13F Wilkerson Advisory Group LLC 144 -34.25 10 -35.71
2026-05-01 13F 180 Wealth Advisors, Llc 7,694 -24.80 520 -23.11
2026-05-13 13F Adviser Investments LLC 305,945 -18.39 20,660 -16.50
2026-04-24 13F Syntax Research, Inc. 64,296 -0.70 4,342 1.59
2026-04-22 13F Churchill Financial Advisors, LLC 30,254 -13.96 2,043 -11.94
2026-04-24 13F Bedminster, LLC 5,197 -11.12 351 -9.09
2026-05-07 13F Symphony Financial Services, Inc. 14,335 -3.45 968 -1.12
2026-05-06 13F Vista Capital Partners, Inc. 3,078 -13.73 208 -11.91
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100.00 0
2026-04-10 13F Financial Partners Group, Inc 29,183 -0.16 1,971 -1.84
2026-05-08 13F Align Financial, LLC 190 -98.48 13 0.00
2026-05-14 13F Synergy Investment Management, LLC 5,999 -6.09 405 -3.80
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 26,867 -15.58 1,814 -13.62
2026-05-08 13F Creekmur Asset Management LLC 0 -100.00 0
2026-04-17 13F Fifth Third Wealth Advisors LLC 800,248 -1.53 54,041 0.75
2026-05-11 13F Fiduciary Group LLC 103,196 -3.06 6,969 -0.81
2026-04-22 13F Keenan, LLC 108,684 -4.10 7,319 -2.17
2026-02-13 13F Goldstone Financial Group, LLC 0 -100.00 0
2026-05-13 13F Alliance Wealth Advisors, LLC 32,175 -29.71 2,173 -28.10
2026-05-14 13F EP Wealth Advisors, Inc. 420,516 -13.18 28,397 -11.17
2026-04-20 13F SILVER OAK SECURITIES, Inc 40,632 -0.80 2,744 0.40
2026-04-30 13F Kestra Advisory Services, LLC 943,599 -3.86 63,721 -1.63
2026-05-12 13F Red Reef Advisors Llc 1,120 -14.44 76 -12.79
2026-04-17 13F Bell Investment Advisors, Inc 1,186 -37.38 80 -36.00
2026-05-01 13F Avion Wealth 6,860 -2.13 0
2026-02-12 13F Logan Capital Management Inc 0 -100.00 0 -100.00
2026-05-07 13F Element Pointe Advisors, Llc 24,445 -3.79 1,651 -1.55
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 10,227 -11.01 1
2026-05-01 13F Oakwell Private Wealth Management, LLC 8,608 -20.18 581 -18.28
2026-05-11 13F Madden Advisory Services, Inc. 23,389 -2.32 1,579 -0.06
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 1,131,756 -0.76 76,427 1.55
2026-04-06 13F Washington Trust Advisors, Inc. 17,519 -1.02 1,183 1.28
2026-04-28 13F Quent Capital, LLC 297 -90.75 20 -90.52
2026-04-20 13F Corundum Group, Inc. 27,655 -6.81 1,868 -4.65
2026-05-12 13F Ameritas Advisory Services, LLC 283,111 -16.68 19,119 -14.75
2026-04-27 13F Tsfg, Llc 15,110 -3.46 1 0.00
2026-05-15 13F Ancora Advisors, LLC 236,827 -1.02 15,993 1.27
2026-05-12 13F M&t Bank Corp 1,250,632 -10.56 84,455 -8.49
2026-05-13 13F Barr E S & Co 0 -100.00 0
2026-04-14 13F Patriot Investment Management Inc. 17,665 -1.20 1,193 1.02
2026-04-13 13F Amplius Wealth Advisors, LLC 25,090 -4.83 1,694 -2.59
2026-04-14 13F Plancorp, LLC 10,100 -34.45 712 -30.02
2026-04-10 13F Perigon Wealth Management, LLC 241,522 -13.27 16,310 -11.26
2026-05-11 13F CAPROCK Group, Inc. 53,336 -5.66 3,602 -3.48
2026-04-23 13F Tarbox Family Office, Inc. 832,029 -16.76 56,187 -14.83
2026-02-04 13F Dogwood Wealth Management LLC 0 -100.00 0
2026-04-09 13F Baron Financial Group, LLC 22,812 -2.85 1,540 -0.58
2026-05-15 13F Fiduciary Trust Co 1,770,894 -1.87 119,588 0.40
2026-05-12 13F Laurel Wealth Advisors LLC 13,110 -2.83 970 8.99
2026-04-16 13F Phillips Financial Management, Llc 551,833 -25.81 37,265 -24.09
2026-04-13 13F GoalVest Advisory LLC 3,242 -9.74 219 -8.02
2026-04-29 13F Armor Investment Advisors, LLC 76,845 -9.40 5,189 -7.31
2026-04-24 13F Bull Street Advisors, LLC 5,325 -5.00 0
2026-05-14 13F Cwm, Llc 660,944 -3.99 44,634 99,084.44
2026-04-16 13F Smith Thornton Advisors LLC 21,505 -0.46 1,452 1.89
2026-04-15 13F Gradient Capital Advisors, LLC 5,460 -2.59 369 -0.27
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 15,644 -0.26 1,056 2.03
2026-05-06 13F Mechanics Financial Corp 229,243 -5.31 15,481 -3.12
2026-05-15 13F Carret Asset Management, Llc 14,494 -0.03 979 2.30
2026-04-07 13F Legacy Solutions, Llc 3,183 -17.86 215 -16.08
2026-05-14 13F Aft, Forsyth & Company, Inc. 27,400 -2.59 1,850 -0.32
2026-05-15 13F Massar Capital Management, LP 0 -100.00 0
2026-04-28 13F LVZ Advisors, Inc. 41,550 -14.59 2,806 -12.62
2026-04-22 13F Ifrah Financial Services, Inc. 3,295 -16.54 223 -14.62
2026-04-09 13F Park Place Capital Corp 99,862 -1.58 6,744 0.70
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 19,600 -0.40 1,324 1.93
2026-04-08 13F WealthCare Investment Partners, LLC 7,299 -1.34 498 0.61
2026-05-15 13F Df Dent & Co Inc 0 -100.00 0
2026-01-05 13F Chesapeake Asset Management Llc 0 -100.00 0 -100.00
2026-04-24 13F FRG Family Wealth Advisors LLC 93,612 -2.60 6,322 -0.35
2026-05-11 13F Wrapmanager Inc 47,757 -16.56 3,225 -14.61
2026-05-13 13F Signature Equity Partners, LLC 843 -14.50 57 -13.85
2026-04-27 13F Albion Financial Group /ut 9,096 -0.01 614 2.33
2026-05-21 13F BankChampaign, National Association 176 -68.00 12 0.00
2026-05-27 13F Capasso Planning Partners LLC 11,980 -0.22 809 2.15
2026-04-02 13F Noble Wealth Management PBC 28,250 -0.70 1,908 1.60
2026-05-07 13F MONECO Advisors, LLC 26,509 -8.94 1,790 -6.82
2026-05-15 13F AlphaCore Capital LLC 307,918 -5.45 20,794 -3.26
2026-04-14 13F FC Advisory LLC 80,366 -0.79 5,427 1.52
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 4,212 -4.19 284 -2.07
2026-05-14 13F Manhattan West Asset Management, LLC 21,373 -1.11 1,443 1.19
2026-05-05 13F Atria Investments Llc 146,146 -3.54 9,869 -1.30
2026-04-24 13F Zwj Investment Counsel Inc 14,235 -1.56 961 0.73
2026-04-13 13F Highland Capital Management, Llc 12,695 -5.12 857 -2.94
2026-04-23 13F Brown Miller Wealth Management, LLC 46,478 -1.77 3,139 0.51
2026-02-06 13F New Millennium Group LLC 533 -0.74 35 0.00
2026-04-21 13F Buttonwood Financial Advisors Inc. 16,648 -0.98 1,124 1.35
2026-04-22 13F Asset Allocation Strategies LLC 173,529 -6.22 11,718 -4.05
2026-04-30 13F Csenge Advisory Group 17,057 -24.22 1,152 -22.49
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,804 -2.27 865 0.00
2026-05-08 13F Capital Developers, LLC 52,747 -2.74 3,562 -0.47
2026-04-22 13F Traphagen Investment Advisors Llc 16,462 -0.60 1,112 1.65
2026-04-16 13F Roble, Belko & Company, Inc 2,042 -12.44 0
2026-05-14 13F Tripletail Wealth Management, LLC 710 -83.14 48 -82.67
2026-04-27 13F CWS Financial Advisors, LLC 19,308 -12.23 1,304 -10.20
2026-04-23 13F St. Clair Advisors, LLC 31,675 -1.65 2,139 0.66
2026-05-13 13F Yarger Wealth Strategies, Llc 11,735 -1.40 792 0.89
2026-05-15 13F Armis Advisers, LLC 18,669 -0.85 1,365 10.08
2026-04-30 13F Red Cedar Investment Management, Llc 811,975 -1.65 54,833 0.63
2026-04-15 13F Northbridge Financial Group, Llc 5,129 -21.86 365 -15.70
2026-04-21 13F Old Second National Bank Of Aurora 425,290 -8.43 28,720 -6.31
2026-05-14 13F Mission Creek Capital Partners, Inc. 105,981 -0.14 7,157 2.17
2026-04-10 13F Harbor Group, Inc. 344,275 -1.41 23,249 0.87
2026-05-04 13F Chicago Partners Investment Group LLC 894,279 -2.01 64,960 2.21
2026-05-04 13F Copia Wealth Management 1,945 -5.35 131 -2.96
2026-05-04 13F Modus Advisors, LLC 0 -100.00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 458,188 -1.49 30,941 0.79
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 5,562 -3.08 376 -0.79
2026-05-12 13F GGM Financials LLC 23,359 -1.33 1,577 0.96
2026-04-28 13F Golden State Wealth Management, LLC 47,240 -0.19 3,190 2.15
2026-04-14 13F Wealthcare Advisory Partners LLC 306,621 -4.84 20,706 -2.63
2026-05-07 13F 360 Financial, Inc. 53,217 -4.78 3,594 -2.58
2026-05-11 13F Integrity Alliance, Llc. 27,663 -2.40 1,868 -0.11
2026-05-01 13F Guardian Wealth Advisors, LLC 252,758 -0.90 17,069 1.40
2026-05-07 13F Human Investing LLC 551,574 -5.24 37,248 -3.05
2026-05-14 13F Regal Investment Advisors LLC 94,364 -6.50 6,372 -4.34
2026-04-24 13F Key FInancial Inc 10,853 -3.73 733 -1.61
2026-05-01 13F Vantage Point Financial LLC 5,364 -0.19 362 2.26
2026-04-24 13F Alexis Investment Partners, LLC 0 -100.00 0
2026-05-06 13F Deutsche Bank Ag\ 29,574 -30.27 1,997 -28.65
2026-05-11 13F Td Asset Management Inc 176,048 -2.98 11,889 -0.73
2026-04-15 13F Exchange Traded Concepts, Llc 18,050 -12.38 1,219 -10.38
2026-01-26 13F Thomasville National Bank 15,311 -0.42 1,011 0.70
2026-04-23 13F Simmons Bank 259,098 -1.71 17,497 0.57
2026-04-22 13F BigSur Wealth Management LLC 23,750 -25.20 1,604 -23.48
2026-04-07 13F Legacy Private Trust Co. 61,024 -15.14 4,121 -13.19
2026-04-14 13F Prospera Financial Services Inc 103,206 -1.73 6,970 0.55
2026-05-11 13F F/M Investments LLC 0 -100.00 0
2026-05-07 13F Cassaday & Co Wealth Management LLC 17,148 -5.95 1,158 -3.74
2026-05-07 13F Sagespring Wealth Partners, Llc 365,596 -4.41 24,689 -2.19
2026-04-29 13F Navalign, LLC 0 -100.00 0
2026-05-13 13F Richard W. Paul & Associates, LLC 47,708 -0.34 3,222 1.96
2026-04-06 13F IFS Advisors, LLC 163,242 -0.43 11,024 1.87
2026-04-16 13F Rockland Trust Co 313,076 -6.31 21,142 -4.14
2026-04-15 13F Trust Co Of Toledo Na /oh/ 19,169 -12.37 1,294 -10.33
2026-04-21 13F Delap Wealth Advisory, Llc 0 -100.00 0
2026-05-06 13F Sterling Financial Planning, Inc. 68,967 -2.60 4,657 -0.34
2026-05-15 13F Citadel Advisors Llc Put 12,500 -38.42 844 -36.97
2026-05-12 13F Jane Street Group, Llc Put 6,600 -75.37 446 -74.83
2026-05-08 13F STAR Financial Bank 54,179 -15.77 3,659 -13.83
2026-05-12 13F Jane Street Group, Llc 16,265 -96.50 1,098 -96.42
2026-05-12 13F Insigneo Advisory Services, Llc 16,914 -15.87 1,142 -13.88
2026-04-29 13F W Advisors, Llc 5,647 -0.25 381 2.14
2026-05-13 13F May Barnhard Investments LLC 74,580 -0.85 5,036 1.45
2026-04-21 13F BCS Private Wealth Management, Inc. 16,760 -21.20 1,132 -19.39
2026-05-06 13F Quest 10 Wealth Builders, Inc. 533 -16.19 36 -14.63
2026-02-12 13F Strata Wealth Advisors, LLC 0 -100.00 0
2026-04-28 13F Pennsylvania Capital Management Inc /adv 117,966 -0.44 7,966 1.87
2026-04-15 13F Cypress Wealth Services, LLC 14,802 -1.17 1,000 1.11
2026-05-15 13F Empowered Funds, LLC 234,326 -3.86 15,824 -1.62
2026-05-14 13F Cambria Investment Management, L.P. 16,392 -12.02 1,107 -10.01
2026-04-20 13F Dagco, Inc. 10,313 -1.67 696 0.58
2026-05-15 13F Strategic Advocates LLC 0 -100.00 0
2026-05-05 13F Birchwood Financial Partners, Inc. 4,620 -1.28 312 0.97
2026-04-21 13F Northeast Investment Management 4,783 -0.13 323 1.90
2026-04-27 13F Insight Inv LLC 8,535 -3.01 576 -0.69
2026-04-17 13F Sovereign Financial Group, Inc. 12,111 -12.72 818 -10.71
2026-04-27 13F PAX Financial Group, LLC 8,374 -52.24 565 -51.17
2026-05-07 13F Wells Financial Advisors INC 0 -100.00 0
2026-04-22 13F Muirfield Wealth Advisors Llc 81,554 -0.66 5,507 1.64
2026-05-11 13F Eldridge Investment Advisors, Inc. 10,262 -0.96 693 1.32
2026-04-22 13F Grove Street Fiduciary, LLC 3,717 -6.77 251 -4.56
2026-04-30 13F Madison Wealth Partners, Inc 191,867 -1.02 12,957 1.27
2026-04-15 13F LongView Wealth Management 3,240 -9.82 232 -6.85
2026-05-05 13F Cedarwood Wealth LLC 4,788 -5.00 323 -7.71
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100.00 0
2026-04-08 13F JGP Wealth Management, LLC 7,769 -3.75 525 -1.50
2026-04-07 13F Farmers Trust Co 50,154 -0.20 3,387 2.11
2026-04-16 13F Westmount Partners, LLC 11,505 -5.41 777 -3.24
2026-04-22 13F Cornerstone Wealth Group, LLC 14,534 -1.93 1,060 8.28
2026-05-20 13F Cadia Private Client LLC 62,542 -5.31 4,223 -3.12
2026-04-06 13F Private Client Services, Llc 5,007 -5.65 338 -3.43
2026-05-07 13F New Insight Wealth Advisors 10,384 -1.40 701 0.86
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 50,453 -0.94 3,407 1.37
2026-04-24 13F Peoples Bank /oh 124,912 -2.16 8,435 0.11
2026-05-14 13F Hrt Financial Lp 0 -100.00 0
2026-04-30 13F Sonata Capital Group Inc 76,817 -0.24 5,187 2.07
2026-05-15 13F Greenland Capital Management LP 5,878 -66.57 397 -65.86
2026-05-07 13F Dakota Wealth Management 56,327 -0.76 3,804 1.55
2026-04-08 13F Wealthspan Partners, Llc 17,283 -5.52 1,167 -3.31
2026-04-10 13F Prosperity Planning, Inc. 7,554 -14.34 510 -12.37
2026-04-07 13F Holland Advisory Services, Inc. 264,692 -1.17 17,875 1.13
2026-04-17 13F Elk River Wealth Management, LLC 9,600 -3.54 648 -1.22
2026-05-11 13F Evermay Wealth Management Llc 591,793 -3.40 39,964 -1.16
2026-04-09 13F Tilia Fiduciary Partners, Inc. 10,622 -5.57 717 -3.37
2026-04-17 13F High Net Worth Advisory Group LLC 53,444 -4.62 3,609 -2.41
2026-04-08 13F NorthCrest Asset Manangement, LLC 108,201 -13.06 7,377 -12.54
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100.00 0
2026-04-20 13F New Hampshire Trust 111,683 -4.83 7,542 -2.63
2026-04-09 13F Brown Wealth Management, Llc 78,142 -14.39 5,277 -12.42
2026-05-06 13F Simon Quick Advisors, Llc 179,591 -1.71 12,128 0.57
2026-04-15 13F Atwood & Palmer Inc 4,380 -3.31 296 -1.01
2026-04-27 13F FF Advisors,LLC 17,765 -0.55 1,290 9.41
2026-05-14 13F Modern Wealth Management, LLC 29,746 -2.02 2,026 1.10
2026-04-21 13F GHP Investment Advisors, Inc. 129,877 -0.29 8,771 2.01
2026-05-15 13F Vista Investment Management 42,956 -0.66 2,901 1.65
2026-04-30 13F GreatBanc Trust CO 87,287 -0.29 5,894 2.03
2026-05-08 13F Woodley Farra Manion Portfolio Management Inc 3,537 -0.14 239 2.15
2026-05-06 13F Anb Bank 331,383 -4.45 22,378 -2.23
2026-05-15 13F Parvin Asset Management, LLC 80 -26.61 5 -28.57
2026-05-05 13F Investment Partners, Ltd. 27,512 -0.25 1,858 2.03
2026-04-13 13F TL Private Wealth 13,717 -5.82 966 -3.98
2026-04-21 13F Urban Wealth Management, LLC 17,105 -4.97 1,155 -2.78
2026-01-28 13F Dentgroup LLC 103,674 -5.89 6,842 -4.83
2026-05-15 13F Ameriprise Financial Inc 8,695,131 -2.31 587,264 -0.04
2026-02-13 13F Barclays Plc 12,435 -88.89 821 -88.77
2026-04-27 13F Beacon Financial Advisory LLC 3,556 -5.98 240 -3.61
2026-05-01 13F Wingate Wealth Advisors, Inc. 0 -100.00 0
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 5,352 -0.93 361 1.40
2026-04-09 13F Tompkins Financial Corp 152,543 -11.02 10,301 -8.96
2026-04-21 13F Keystone Financial Services, LLC 10,702 -0.32 723 1.98
2026-05-14 13F Wealth Alliance 47,966 -13.24 3,239 -11.21
2026-05-01 13F Valmark Advisers, Inc. 900,671 -0.09 60,822 2.22
2026-05-14 13F Pacific Financial Group Inc 67,634 -6.54 4,567 -4.36
2026-05-07 13F Grant Street Asset Management, Inc. 8,445 -2.56 570 -0.35
2026-05-04 13F Camden National Bank 52,575 -2.95 3,550 -0.70
2026-04-22 13F Peak Planning Group, LLC 4,892 -5.27 330 -2.94
2026-04-27 13F TABR Capital Management, LLC 0 -100.00 0
2026-05-11 13F Beto Financial Group, Llc 45,764 -38.73 3,371 -34.84
2026-04-10 13F Ballew Advisors, Inc 41,915 -4.55 2,962 -2.73
2026-05-05 13F Leo Wealth, LLC 32,560 -1.66 2,199 0.59
2026-04-13 13F Woodside Wealth Management LLC 0 -100.00 0
2026-01-16 13F M3 Advisory Group, LLC 0 -100.00 0
2026-04-15 13F Fortitude Family Office, LLC 102,081 -0.17 6,894 2.15
2026-05-12 13F Voya Financial Advisors, Inc. 494,888 -5.15 32,717 -6.31
2026-05-14 13F Collar Capital Management, LLC 8,000 -1.54 540 0.75
2026-02-17 13F Capital Insight Partners, Llc 0 -100.00 0
2026-04-29 13F Sunrise Financial Services, LLC 1,190 -23.47 80 -21.57
2026-05-04 13F Greenspring Advisors, LLC 33,296 -2.33 2,248 -0.04
2026-04-23 13F Chicago Capital, LLC 7,025 -15.72 474 -13.82
2026-05-11 13F Rebalance, Llc 60,483 -0.30 4,084 2.00
2026-05-15 13F Evercore Wealth Management, LLC 145,222 -4.65 9,807 -2.45
2026-04-22 13F Capital Management Associates, Inc 28,303 -13.07 1,911 -11.03
2026-05-12 13F Riggs Asset Managment Co. Inc. 3,066 -2.85 207 -0.48
2026-04-24 13F KPP Advisory Services LLC 53,967 -1.60 3,644 0.69
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100.00 0
2026-05-15 13F TRUE Private Wealth Advisors 48,954 -5.09 3,306 -2.91
2026-05-12 13F Leavell Investment Management, Inc. 282,333 -0.81 19,066 1.49
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