Temel İstatistikler
| Kurumsal Sahipler | 2093 total, 2090 long only, 0 short only, 3 long/short - change of 0,72% MRQ |
| Ortalama Portföy Dağıtımı | 1.5194 % - change of -30,81% MRQ |
| Kurumsal Hisseler (Uzun) | 1.220.935.343 (ex 13D/G) - change of -44,75MM shares -3,54% MRQ |
| Kurumsal Değer (Uzun) | $ 113.096.086 USD ($1000) |
Kurumsal Mülkiyet ve Hissedarlar
iShares Trust - iShares Core U.S. Aggregate Bond ETF (CL:AGG) var 2093 Menkul Kıymetler Borsası Komisyonuna (SEC) 13D/G veya 13F formları dolduran kurumsal sahipler ve hissedarlar. Bu kurumların toplam 1,220,935,343 hissesi bulunmaktadır. En büyük hissedarlar arasındakiler: Jones Financial Companies Lllp, Raymond James Financial Inc, Wells Fargo & Company/mn, BlackRock, Inc., Bank Of America Corp /de/, Us Bancorp \de\, Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Morgan Stanley, and Betterment LLC .
iShares Trust - iShares Core U.S. Aggregate Bond ETF (SNSE:AGG) kurumsal mülkiyet yapısı, kurum ve fonlara göre şirketteki mevcut pozisyonların yanı sıra pozisyon büyüklüğündeki son değişiklikleri gösterir. Büyük hissedarlar bireysel yatırımcıları, yatırım fonlarını, hedge fonlarını veya kurumları içerebilir. Çizelge 13D, yatırımcının şirketin %5inden fazlasını elinde bulundurduğunu (veya elinde önceden bulundurduğunu) ve iş stratejisinde aktif olarak bir değişiklik yapmayı planladığını (veya önceden planladığını) gösterir. Çizelge 13G, %5in üzerinde pasif yatırımı gösterir.
Fon Eğilim Skoru
Fon Eğilim Skoru (diğer adıyla Sahiplik Birikimi Skoru), fonlar tarafından en çok satın alınan hisse senetlerini bulur. En yüksek düzeyde kurumsal birikime sahip şirketleri tanımlayan karmaşık, çok faktörlü kantitatif bir modelin sonucudur. Skorlama modeli, açıklanan sahiplerdeki toplam artışın, bu sahiplerdeki portföy dağıtımındaki değişikliklerin ve diğer ölçümlerin bir kombinasyonunu kullanır. Sayı 0dan 100e kadar değişir; daha yüksek sayılar emsallerine göre daha yüksek bir birikim düzeyine işaret eder ve 50 ortalamadır.
Güncelleme Sıklığı: Günlük
En üst düzey şirketlerin listesini sağlayan Sahiplik Gezginine bakın.
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13F ve NPORT Başvuruları
13F başvurularına ilişkin ayrıntılar ücretsizdir. NP başvurularına ilişkin ayrıntılar premium üyelik gerektirir. Yeşil satırlar yeni pozisyonları gösterir. Kırmızı satırlar kapalı pozisyonları gösterir. Tam işlem geçmişini görmek için linkesimgesine tıklayınız.
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Load All| Dosya Tarihi | Kaynak | Yatırımcı | Tür | Ortalama Fiyat (Tahmin) |
Hisseler | Δ Hisseler (%) |
Bildirilen Değer (1000$) |
Δ Değer (%) |
Bağlantı Noktası Dağıtımı (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 60.878 | 4,22 | 6.080 | 3,84 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 11.013 | 1.100 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 60.790.726 | -4,78 | 6.071.778 | -5,14 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 1.419.940 | 4,71 | 141.824 | 4,33 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 92.498 | 9.239 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 890 | -29,81 | 89 | -30,71 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 52.666 | 12,37 | 5.228 | 11,69 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 30.146 | 14,21 | 2.993 | 13,51 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 22.870 | 3,06 | 2.284 | 2,70 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 27.724 | 1,95 | 2.769 | 1,58 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 2.168 | 217 | ||||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 106.257 | -76,93 | 10.613 | -77,02 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 103.387 | 1,63 | 10.367 | 2,70 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 23.666 | -16,15 | 2.364 | -16,47 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 9.970 | -11,54 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 40.378 | 8,61 | 4.033 | 8,27 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 72.137 | -51,12 | 7.205 | -51,29 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1.655 | 0,00 | 164 | -0,61 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 9.723 | -14,16 | 971 | -14,45 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 1.405.730 | 33,08 | 140 | 33,33 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 2.120 | 28,64 | 212 | 27,88 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 370.033 | -0,62 | 36.959 | -0,99 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 66.648 | 5,37 | 6.657 | 4,97 | ||||
| 2025-10-17 | 13F | Archford Capital Strategies, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 311 | 0,00 | 31 | 0,00 | ||||
| 2026-01-26 | 13F | Slow Capital, Inc. | 130.527 | 23,63 | 13.037 | 23,18 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 332.166 | 9,55 | 33.177 | 9,15 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 388.807 | 1,03 | 38.834 | 0,66 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 12.107 | 1.207 | ||||||
| 2026-01-16 | 13F | Verus Wealth Management, Llc | 7.951 | 3,19 | 794 | 2,85 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 223 | 22 | ||||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 17.449 | -91,28 | 1.743 | -91,31 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 3.958 | -63,10 | 393 | -63,40 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 312 | -58,84 | 31 | -58,67 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 2.061 | 0,15 | 206 | -0,49 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 265.079 | 1,62 | 26.476 | 1,25 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 30.802 | 5,92 | 3.058 | 5,27 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Nvwm, Llc | 46.797 | 140,90 | 4.674 | 140,06 | ||||
| 2026-02-03 | 13F | Juniper Hill Capital Management, LP | 736.489 | 0,00 | 73.561 | -0,37 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Maltin Wealth Management, Inc. | 2.411 | 1,30 | 241 | 0,84 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 2.067 | -19,95 | 206 | -20,16 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 8.657 | 865 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2.570.509 | 52,57 | 256.742 | 52,01 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 24.420 | -66,81 | 2.439 | -66,93 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 439.587 | 431,32 | 44.011 | 430,57 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 410 | 0,00 | 41 | -2,44 | ||||
| 2026-01-26 | 13F | Abundance Wealth Counselors | 11.104 | 1,44 | 1.109 | 1,09 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 28.623 | 8,00 | 2.859 | 7,61 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 3.510 | -14,26 | 351 | -14,63 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 169.983 | 1,14 | 17.000 | 0,90 | ||||
| 2026-04-06 | 13F | CX Institutional | 62.528 | -39,69 | 6 | -40,00 | ||||
| 2026-01-23 | 13F | Fort Henry Capital, LLC | 295.599 | 4,65 | 29.524 | 4,27 | ||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 3.065 | -14,62 | 306 | -14,76 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 209.752 | 2,19 | 20.950 | 1,82 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 3.550 | -15,92 | 355 | -16,31 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | IMS Capital Management | 6.526 | 0,00 | 654 | 1,08 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 10.807 | -32,89 | 1.073 | -33,33 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 43.954 | -1,51 | 4.363 | -2,11 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 119.882 | 2,73 | 11.901 | 2,10 | ||||
| 2026-02-17 | 13F | Parallax Volatility Advisers, L.P. | 43.651 | 0,00 | 4.360 | -0,39 | ||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 67.261 | 8,06 | 6.743 | 9,20 | ||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 104.866 | -13,97 | 10.474 | -14,29 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 4.082 | 0,00 | 408 | -0,49 | ||||
| 2026-02-13 | 13F | United Bank | 318.214 | 3,25 | 31.783 | 2,87 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 2.251 | -8,05 | 225 | -8,57 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 8.417 | 841 | ||||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 513.908 | 3,67 | 51.329 | 3,29 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 275.834 | 3,66 | 27.382 | 3,03 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 3.535 | -9,48 | 353 | -9,72 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 960 | 0,00 | 95 | 0,00 | ||||
| 2026-01-27 | 13F | SageGuard Financial Group, LLC | 2.581 | 258 | ||||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 10.419 | -17,02 | 1.043 | -17,09 | ||||
| 2026-01-13 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 216.330 | -0,01 | 21.607 | -0,37 | ||||
| 2026-02-17 | 13F | EFG International AG | 38.551 | 3.850 | ||||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 131.593 | -3,83 | 13.144 | -4,19 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 1.269.442 | 7,78 | 126.792 | 7,38 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 9.884.685 | 4,88 | 987.282 | 4,49 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 145.786 | -5,10 | 14.561 | -5,44 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 7.049 | 0,00 | 700 | -0,71 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 61.506 | 4,59 | 6.147 | 4,27 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 314.163 | 6,14 | 31.379 | 6,15 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 21.417 | 0,23 | 2.139 | -0,14 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 1.044.957 | -1,03 | 104.375 | -1,39 | ||||
| 2026-01-28 | 13F | VAUGHAN & Co SECURITIES, INC. | 7.541 | -0,49 | 753 | -0,79 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 230.512 | 6,34 | 23.024 | 5,95 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 4.228 | 0,50 | 420 | -0,24 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 4.712 | 4,43 | 471 | 3,98 | ||||
| 2026-02-13 | 13F | Capital Financial Group Inc\co\ /adv | 31.110 | 3.107 | ||||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 36.632 | 35,02 | 3.659 | 34,53 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 7.767.348 | 3,96 | 775.803 | 3,58 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 133.937 | 1,97 | 13.378 | 1,59 | ||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 32.566 | 8,48 | 3.253 | 8,08 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 168.392 | 7,54 | 16.819 | 7,13 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 532 | -1,48 | 53 | -1,85 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 342.659 | 34.225 | ||||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 2.183 | -9,42 | 218 | -9,54 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 43.964 | 0,69 | 4.391 | 0,32 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 11.852 | 12,02 | 1.184 | 11,60 | ||||
| 2026-02-13 | 13F/A | Virtus ETF Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 1.619 | 32,81 | 162 | 31,97 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 17.154 | 2,76 | 1.713 | 2,39 | ||||
| 2025-11-04 | 13F | Gitterman Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 32.061 | -1,11 | 3.202 | -1,48 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 9.399 | 0,00 | 939 | -0,42 | ||||
| 2025-11-20 | 13F | Pcg Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 48.015 | 4,01 | 4.796 | 3,63 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 28.573 | 4,61 | 2.854 | 4,20 | ||||
| 2026-01-23 | 13F | Kagan Cocozza Asset Management | 46.234 | -0,49 | 4.618 | -0,86 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 10.498 | 29,48 | 1.052 | 30,85 | ||||
| 2026-01-23 | 13F | Watershed Private Wealth Llc | 180.419 | 9,81 | 18.020 | 9,41 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 790 | -65,08 | 79 | -65,49 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 2.008 | -0,59 | 201 | -0,99 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 165.573 | 1.033,75 | 16.537 | 1.029,58 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 47.659 | -25,08 | 4.760 | -25,36 | ||||
| 2025-11-05 | 13F | Kraft, Davis & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 15.058 | 1.504 | ||||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 744.431 | 0,63 | 74.354 | 0,25 | ||||
| 2026-01-30 | 13F | Towneley Capital Management, Inc / DE | 2.066 | 0,00 | 206 | -0,48 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 305.794 | 6,22 | 30.543 | 5,82 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2.712.004 | 90.400.033,33 | 270.875 | |||||
| 2026-01-27 | 13F | Semus Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 724.493 | 6,86 | 72 | 7,46 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 4.752 | -3,57 | 475 | -4,05 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 137.922 | -3,09 | 13.776 | -3,44 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 2.430 | 0,00 | 241 | -0,41 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 905.119 | 5,35 | 90.403 | 4,96 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 2.267 | -15,91 | 226 | -16,30 | ||||
| 2026-01-23 | 13F | KG&L Capital Management,LLC | 38.754 | 1,20 | 3.871 | 0,83 | ||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 5.739 | 573 | ||||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 88 | 9 | ||||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 5.585 | -12,28 | 558 | -12,70 | ||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 201.591 | 0,41 | 20.135 | 0,04 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 3.921 | 8,05 | 392 | 7,71 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 15.770 | 0,00 | 1.575 | -0,32 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 7.389 | 5,50 | 738 | 5,13 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 577.483 | 22,96 | 57.679 | 22,50 | ||||
| 2026-04-08 | 13F | Exchange Bank | 37.446 | 1,82 | 3.717 | 1,20 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 18.227 | -71,88 | 1.820 | -71,99 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 10.744 | 10,04 | 1.073 | 9,71 | ||||
| 2026-01-26 | 13F | RBA Wealth Management, LLC | 18.059 | 2,03 | 1.804 | 1,63 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 42.085 | 12,10 | 4.203 | 11,69 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 750.470 | -38,80 | 75 | -39,34 | ||||
| 2026-01-14 | 13F | Bennett Associates Wealth Management | 36.674 | 4,05 | 3.663 | 3,65 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 12 | 1 | ||||||
| 2026-04-07 | 13F | Cultivar Capital, Inc. | 248.347 | 2,14 | 24.653 | 1,51 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | United Services Automobile Association | 8.726.963 | -4,38 | 871.649 | -4,74 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 26.162 | -2,32 | 2.597 | -2,92 | ||||
| 2026-02-17 | 13F | Man Group plc | 338.422 | 18,58 | 33.802 | 18,14 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 3.137 | 3,70 | 311 | 2,98 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 283.696 | -0,03 | 28.336 | -0,39 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 80.424 | 5,33 | 7.984 | 4,70 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 1.305 | 0 | ||||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 28.763 | 0,54 | 2.873 | 0,17 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 2.908 | -4,09 | 290 | -4,29 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 23.661 | 45,28 | 2.363 | 44,79 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 492.711 | 6,88 | 49.212 | 6,48 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 2.631 | 0,00 | 263 | -0,38 | ||||
| 2026-02-11 | 13F | Heartland Advisors Inc | 38.258 | 0,00 | 3.821 | -0,37 | ||||
| 2026-01-23 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4.380 | 437 | ||||||
| 2025-10-24 | 13F | Hemington Wealth Management | 4.739 | 0,42 | 0 | |||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 63.938 | 4,42 | 6.386 | 4,04 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 2.420 | -15,68 | 242 | -16,03 | ||||
| 2026-02-13 | 13F | Ridge Creek Global, Inc | 4.601 | 460 | ||||||
| 2026-02-12 | 13F | WealthSpring Partners, LLC | 68.060 | -63,75 | 6.798 | -61,50 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 44.803 | -4,99 | 4.475 | -5,35 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 108.021 | 10.789 | ||||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 461.324 | 12,84 | 46.077 | 12,42 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 12.998 | 0,14 | 1.309 | 0,69 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 5.908 | 3,65 | 590 | 3,33 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.367.258 | 23,67 | 136.483 | 23,05 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1.035 | -2,73 | 103 | -3,77 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 23.910 | 15,81 | 2.395 | 15,71 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 87.965 | -11,12 | 8.786 | -11,45 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 54.947 | 12,45 | 5.455 | 11,76 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 49.117 | -29,86 | 4.876 | -30,30 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Investment Management Company, Llc | 447.618 | 66,98 | 44.708 | 66,37 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 9.763 | 4,43 | 975 | 4,06 | ||||
| 2026-01-14 | 13F | Waycross Partners, Llc | 37.110 | 0,00 | 3.707 | -0,38 | ||||
| 2026-02-12 | 13F | Oak Associates Ltd /oh/ | 5.751 | 574 | ||||||
| 2026-02-10 | 13F | Phillips Wealth Planners LLC | 13.525 | 5,25 | 1.352 | 5,30 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 45.891 | 4.584 | ||||||
| 2026-02-13 | 13F | Kilter Group LLC | 2 | 0,00 | 0 | |||||
| 2025-10-27 | 13F | Smith Shellnut Wilson Llc /adv | 108.042 | 1,27 | 10.831 | 2,34 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 2.407 | -0,17 | 240 | -0,41 | ||||
| 2026-02-06 | 13F | Payden & Rygel | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Providence First Trust Co | 158.533 | 8,93 | 15.834 | 8,53 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 9.012 | 27,79 | 900 | 27,48 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 102.449 | -4,72 | 10.233 | -5,07 | ||||
| 2026-02-09 | 13F/A | Mann Financial Group, Inc. | 137.684 | -0,65 | 13.752 | -1,01 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 2.081 | -4,23 | 208 | -4,61 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 97.591 | -27,39 | 9.747 | -27,66 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 471.988 | 13,04 | 47.142 | 12,62 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 5.601 | -9,59 | 1 | |||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 12.596 | -10,58 | 1.247 | -11,13 | ||||
| 2026-02-11 | 13F | Clarity Retirement & Wealth, LLC | 2.828 | 282 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 53.737.402 | 16,00 | 5.367.292 | 15,57 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 19.648 | 38,06 | 1.950 | 37,23 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 461.639 | 10,67 | 46.109 | 10,26 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 36.745 | 5,63 | 3.670 | 5,25 | ||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 9.466 | 7,20 | 945 | 6,78 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 666 | 0,00 | 67 | 0,00 | ||||
| 2026-02-13 | 13F | Markin Asset Management, LP | 135.753 | 13.559 | ||||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 1.688 | 1,08 | 169 | 0,60 | ||||
| 2026-01-12 | 13F | Aurdan Capital Management, LLC | 6.615 | 92,46 | 661 | 91,86 | ||||
| 2025-11-14 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 289.943 | -83,41 | 28.783 | -83,52 | ||||
| 2026-02-13 | 13F | Bakala Capital Management LLC | 16.688 | 1,93 | 1.667 | 1,52 | ||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 341.179 | 34.077 | ||||||
| 2026-01-29 | 13F | Aspen Capital Management, LLC | 2.229 | 223 | ||||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 6.984 | 698 | ||||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 3.218 | 0,69 | 321 | 0,31 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 25.164 | 26,02 | 2.513 | 25,59 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 60.803 | 1,49 | 6.073 | 1,12 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 2.120 | 3,77 | 212 | 3,43 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 7.446 | 76,24 | 744 | 75,65 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 5.441 | -85,66 | 543 | -85,73 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 174.060 | -12,23 | 17.385 | -12,55 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.518 | 37,83 | 449 | 37,00 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 2.449 | 0,00 | 243 | -0,41 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 35.913 | 57,78 | 3.587 | 57,21 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 12.576 | 55,20 | 1.256 | 54,68 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 2.381 | 0,00 | 236 | -0,84 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Birch Financial Group, Llc | 4.243 | -6,87 | 424 | -7,24 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 11.880 | 1.187 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 231.434 | 15,96 | 23.116 | 15,53 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 5.659 | -14,54 | 565 | -14,78 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 21.221 | -8,99 | 2.120 | -9,33 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 186 | 0,00 | 19 | 0,00 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 39.371 | 3.932 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 301.214 | 13,65 | 29.902 | 12,95 | ||||
| 2026-02-10 | 13F | Rational Advisors Llc | 719.181 | -4,91 | 71.832 | -5,26 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 18.939 | 5,64 | 1.892 | 5,23 | ||||
| 2026-01-23 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 83.991 | 3,31 | 8.389 | 2,93 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 46.805 | -8,86 | 4.675 | -9,21 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 482.175 | 7,56 | 47.866 | 6,90 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 148.079 | 15,56 | 14.790 | 15,13 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 445.933 | 5,92 | 44.268 | 5,27 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 236.195 | -0,69 | 23.447 | -1,29 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 4.048 | 102,81 | 404 | 102,00 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 3.331 | -0,74 | 331 | -1,49 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 238 | 1,28 | 24 | 0,00 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 10.226 | -2,12 | 1.021 | -2,48 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 39.143 | 0,01 | 3.910 | -0,36 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 2.895 | 288 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 36.259.568 | 9,13 | 3.621.605 | 8,72 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 293.531 | 1.022,10 | 29.129 | 1.019,49 | ||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 357.427 | 1,23 | 35.700 | 0,85 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 44.936 | 6,07 | 4.461 | 5,41 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 772.082 | 2,65 | 76.814 | 2,25 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 2.587 | -2,74 | 258 | -3,01 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 2.447 | 14,83 | 244 | 14,55 | ||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 83.449 | 3,39 | 8.335 | 3,00 | ||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 30.770 | -0,63 | 3.073 | -1,00 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 142.343 | -1,05 | 14.217 | -1,41 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.622 | -12,69 | 262 | -13,29 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 26.378 | 3,82 | 2.619 | 3,19 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 2.785 | 278 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 203 | 0,00 | 20 | 0,00 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 27.602 | 134,69 | 2.757 | 133,76 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 6.084 | -1,07 | 608 | -1,46 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 2.950 | 13,46 | 295 | 13,08 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 20.705.925 | 25,05 | 2.068.108 | 24,59 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 110.872 | 8,07 | 11.074 | 6,72 | ||||
| 2026-01-21 | 13F | Canton Hathaway, LLC | 48.700 | 0,00 | 4.864 | -0,37 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 526.958 | -48,03 | 52.633 | -48,22 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 221 | 0,00 | 22 | 0,00 | ||||
| 2026-01-21 | 13F | Ergawealth Advisors, Inc. | 2.940 | 0,00 | 294 | -0,34 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 80.970 | -4,53 | 8.087 | -4,88 | ||||
| 2026-04-13 | 13F | Arwa Llc | 6.905 | 27,61 | 687 | 27,04 | ||||
| 2026-02-11 | 13F | Arizona PSPRS Trust | 11.334.403 | 1,69 | 1.132.080 | 1,11 | ||||
| 2026-01-21 | 13F | TPG Advisors LLC | 77.270 | 15,10 | 7.718 | 14,68 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 17.633 | -5,16 | 1.761 | -5,48 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 75.146 | 2,35 | 7.460 | 1,72 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 251.485 | -0,68 | 25.118 | 0,00 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 139.637 | 3,46 | 13.947 | 3,07 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 5.545 | 18,10 | 554 | 17,66 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 5.203 | 0,00 | 520 | -0,38 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 2.632 | 9,90 | 263 | 9,17 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.746.686 | -21,38 | 174.459 | 78.484,68 | ||||
| 2026-02-04 | 13F | Nwam Llc | 133.081 | 2,13 | 13.340 | 1,28 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.562.047 | 234,57 | 46.999 | 5,43 | ||||
| 2026-01-27 | 13F | Farrow Financial Inc. | 7.248 | 48,13 | 724 | 47,55 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 229.717 | 11,90 | 22.944 | 11,49 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 23.728 | 119,76 | 2.355 | 118,46 | ||||
| 2026-01-29 | 13F | Traub Capital Management LLC | 3.255 | 18,15 | 325 | 17,75 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 5.628 | 25,04 | 562 | 24,61 | ||||
| 2026-02-10 | 13F | Parkway Wealth Management Group, LLC | 116.568 | 11.643 | ||||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 3.789 | 1,55 | 378 | 1,07 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 6.308 | -6,24 | 630 | -6,53 | ||||
| 2026-02-14 | 13F | American Trust | 4.700 | -45,59 | 469 | -45,78 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 34.099 | -10,20 | 3.385 | -10,73 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 47.893 | 0,53 | 4.784 | 0,17 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 475.327 | 1,23 | 47.186 | 0,61 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 9.828 | 49,62 | ||||||
| 2026-01-21 | 13F | Truefg, Llc | 6.293 | 1,06 | 628 | 0,64 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 9.100 | 9,43 | 909 | 9,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 10.644.543 | -11,07 | 1.063.177 | -11,40 | ||||
| 2025-11-12 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 10.029 | -4,83 | 1.002 | -4,21 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 15.040 | -8,48 | 1.502 | -8,80 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 97.689 | 40,53 | 9.757 | 40,03 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 1.078 | 108 | ||||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 9.340 | 0,00 | 933 | -0,43 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 2.114 | 213 | ||||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 48.870 | 27,14 | 4.851 | 26,36 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 5.780 | 0,00 | 577 | -0,35 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 9.355 | 934 | ||||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 135.525 | 2,11 | 13.536 | 1,74 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 9.011 | 1,01 | 900 | 0,67 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 2.435.318 | 1,05 | 241.754 | 0,43 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 36.482 | -84,38 | 3.644 | -84,45 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 71.655 | -21,69 | 7.157 | -21,99 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 7.581 | -85,94 | 753 | -86,04 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 3.268 | -17,27 | 326 | -17,47 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 572.621 | 29,12 | 57.193 | 28,64 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 191.117 | -8,64 | 18.972 | -9,19 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 12.784 | 27,53 | 1.277 | 27,09 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 36.242 | 9,71 | 3.620 | 8,71 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.062 | -12,24 | ||||||
| 2025-11-14 | 13F | PineBridge Investments, L.P. | 10.705 | 0,00 | 1.073 | 1,13 | ||||
| 2026-01-20 | 13F | Rainier Family Wealth Inc | 2.326 | 232 | ||||||
| 2026-01-21 | 13F | Buffalo Business & Estate Services Ltd | 439.337 | 43.881 | ||||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 10.028 | 334,11 | 1.002 | 333,33 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 62.527 | 6.500 | ||||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 253.304 | 1,78 | 25.300 | 1,41 | ||||
| 2026-02-05 | 13F | Evergreen Advisors, LLC | 8.101 | -10,34 | 809 | -9,71 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 8.937 | 8,31 | 887 | 7,65 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 37.965 | -32,02 | 3.792 | -32,29 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 28.640 | 2,83 | 2.861 | 2,44 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 369.979 | 4,86 | 36.728 | 4,22 | ||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 16.942 | 1.692 | ||||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 57.148 | -5,54 | 5.708 | -5,89 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 70.563 | 0,61 | 7.050 | 0,24 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 2.680 | -5,50 | 268 | -5,99 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 104.972 | -16,13 | 10.421 | -16,64 | ||||
| 2026-01-07 | 13F | Innova Wealth Partners | 50.403 | -7,95 | 5.034 | -8,29 | ||||
| 2026-02-05 | 13F | WHI TRUST Co LLC | 371.591 | 37.115 | ||||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 8.069 | 2,53 | 806 | 2,16 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 5.460 | 32,78 | 547 | 33,09 | ||||
| 2025-11-03 | 13F | Wealth Management Nebraska | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.302 | -45,01 | 228 | -45,45 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 3.679 | 0,00 | 367 | -0,27 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 251.490 | 8,03 | 25.119 | 7,63 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 198.581 | 5,67 | 19.834 | 5,28 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 20.160 | -32,67 | 2.014 | -32,92 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 3.031 | 303 | ||||||
| 2026-02-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 16.497 | 0,00 | 1.648 | -0,36 | ||||
| 2025-11-12 | 13F | Clare Market Investments LLC | 4.767 | -2,99 | 478 | -2,05 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.579 | 0,00 | 358 | 0,00 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 6.735 | 45,15 | 673 | 44,52 | ||||
| 2026-01-16 | 13F | Surience Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 106.819 | 5,48 | 10.669 | 5,09 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 18.663 | -0,45 | 1.864 | -0,80 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 6.847 | -38,37 | 684 | -38,63 | ||||
| 2026-01-22 | 13F | Charter Trust Co | 674.262 | 8,30 | 67.345 | 7,90 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 9.959 | 23,07 | 995 | 22,56 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 15.482 | 501,48 | 1.546 | 499,22 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 11.677 | 3,87 | 1.166 | 3,46 | ||||
| 2026-02-13 | 13F | Sovereign Investment Advisors, LLC | 68.708 | 0,62 | 6.863 | 0,25 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 114 | 11 | ||||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 105.505 | -19,08 | 10.538 | -19,39 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 1.434 | 0,00 | 142 | -0,70 | ||||
| 2026-02-12 | 13F | Collier Financial | 381 | 21,73 | 38 | 22,58 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 34.277 | 5,13 | 3.424 | 4,74 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 200.313 | 1,30 | 20.007 | 0,97 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 67.379 | -11,07 | 6.730 | -11,40 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 5.912 | 4,47 | 587 | 3,72 | ||||
| 2026-04-16 | 13F | Mastercard Foundation Asset Management Corp | 4.125.631 | 0,00 | 409.551 | -0,61 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 3.399 | -19,65 | 340 | -20,05 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 2.066 | -45,10 | 206 | -45,36 | ||||
| 2026-02-13 | 13F | Ames National Corp | 113.858 | 5,64 | 11.372 | 5,26 | ||||
| 2026-01-16 | 13F | Sharp Financial Services, LLC | 143.439 | 6,89 | 14.327 | 6,50 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 4.831.227 | 5,06 | 482.543 | 4,67 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 7.605 | -0,18 | 760 | -0,52 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 2.644 | 0,42 | 264 | 0,38 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 11.603 | 229,91 | 1.152 | 227,92 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 270.295 | 1,96 | 26.997 | 1,58 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 2.149 | 0,00 | 213 | -0,47 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 2.625 | 262 | ||||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 2.500 | 248 | ||||||
| 2026-02-12 | 13F | Andina Capital Management, LLC | 102.860 | 5,40 | 10.274 | 5,01 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 3.291 | 0,95 | 327 | 0,31 | ||||
| 2026-02-06 | 13F | Radnor Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 173.576 | -1,81 | 17.231 | -2,41 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 972.104 | 8,29 | 96.501 | 7,63 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 10.653 | -3,05 | 1 | 0,00 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 5.447 | 9,89 | 544 | 9,68 | ||||
| 2026-02-10 | 13F | Shepherd Street Advisors LLC | 10.099 | 1.009 | ||||||
| 2025-11-13 | 13F | Promus Capital, LLC | 5.468 | -0,42 | 548 | 0,74 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 2.505 | 250 | ||||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 28.384 | -67,54 | 2.835 | -67,67 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 11.072 | 1,32 | 1.106 | 0,91 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 31.355 | -11,04 | 3.140 | -12,02 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 601.023 | -7,18 | 60.030 | -7,52 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 70.887 | 538,68 | 7.080 | 536,69 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 226 | 22 | ||||||
| 2026-02-06 | 13F | Americana Partners, LLC | 13.335 | 7,53 | 1.332 | 7,08 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 224 | 16,06 | 22 | 15,79 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 29.545 | -59,25 | 2.933 | -59,51 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.288 | 9,43 | 129 | 8,47 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 139.233 | 22,29 | 13.907 | 21,83 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 10.578 | 42,73 | 1.050 | 41,89 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 9.689 | -19,19 | 962 | -19,72 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 859.677 | -9,09 | 85.865 | -9,13 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.458 | 0,00 | 641 | -0,62 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 400.886 | -0,43 | 40.040 | -0,80 | ||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 6.386 | 39,04 | 638 | 38,48 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 5.708 | 0,37 | 570 | 0,00 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 115.688 | 1,30 | 11.555 | 0,93 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 5.440 | 154,92 | 543 | 154,93 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 17.382 | 46,23 | 1.736 | 45,76 | ||||
| 2026-02-17 | 13F | Hyposwiss Advisors SA | 100 | 10 | ||||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 381.535 | 5,02 | 38.108 | 4,63 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 291 | 29.000,00 | 29 | |||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 17.183 | -2,68 | 1.706 | -3,29 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 122.049 | 1,77 | 12.178 | 1,67 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 82.500 | -9,88 | 8.240 | -10,20 | ||||
| 2025-11-06 | 13F | Roman Butler Fullerton & Co | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 450.860 | 5,04 | 45.199 | 6,15 | ||||
| 2026-02-12 | 13F | Sykon Capital Llc | 3.575 | 21,39 | 357 | 21,02 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 247.376 | 7,99 | 24.708 | 7,59 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 15.498 | 0,20 | 1.548 | -0,19 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 2.977 | -0,47 | 295 | -1,34 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 60.317 | 22,56 | 6.024 | 22,12 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 25.721 | 21,04 | 2.553 | 20,31 | ||||
| 2026-01-20 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2.536 | 254 | ||||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.436 | 0,00 | 143 | -0,70 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 4.473 | 25,61 | 446 | 24,30 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 2.642 | -10,95 | 264 | -11,45 | ||||
| 2026-01-23 | 13F | Trust Co Of Virginia /va | 11.329 | 0,00 | 1.132 | -0,35 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 32.946 | 8,49 | 3.291 | 8,08 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 3.716 | 0,00 | 371 | -0,27 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 933.394 | 6,37 | 93.227 | 5,98 | ||||
| 2026-01-30 | 13F | Arrien Investments, Inc. | 50.676 | -25,24 | 5.062 | -25,52 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 14.918 | 3,11 | 1.490 | 2,76 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 380.971 | -2,15 | 38.051 | -2,51 | ||||
| 2026-04-10 | 13F | Capital Investment Management, Inc. | 19.707 | 1.968 | ||||||
| 2025-11-10 | 13F | Barings Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 34.736 | -10,27 | 3.448 | -10,81 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 24.802 | 236,80 | 2.477 | 235,64 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 79.495 | -6,28 | 8 | -12,50 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 2.373 | -5,04 | 236 | -5,62 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 123.228 | 7,29 | 12.308 | 6,91 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 1.535 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 5.751 | 5,68 | 575 | 5,31 | ||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 6.345 | 634 | ||||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 43.751 | -0,39 | 4.370 | -0,77 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 14.803 | -1,73 | 1.479 | -2,12 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 6.014 | 0,00 | 597 | -0,67 | ||||
| 2026-01-21 | 13F | McElhenny Sheffield Capital Management, LLC | 9.681 | 14,12 | 967 | 13,65 | ||||
| 2025-11-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 38.280 | 6,09 | 3.800 | 5,47 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 3.674 | 0,00 | 367 | -0,54 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 11.171 | 1.116 | ||||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 3.448 | -97,68 | 342 | -97,70 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 50.961 | 197,48 | 5 | 400,00 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 1.594 | -1,85 | 159 | -1,85 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 4.638 | 3,60 | 463 | 3,35 | ||||
| 2026-03-27 | 13F | rebel Financial LLC | 141.986 | 14.182 | 5,09 | |||||
| 2026-02-05 | 13F | Atria Investments Llc | 331.254 | 16,26 | 33.086 | 15,83 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 5.429 | -3,00 | 542 | -3,39 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 4.911 | -1,54 | 491 | -2,00 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 104.491 | 62,97 | 10.437 | 62,38 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 807 | -21,88 | 81 | -22,33 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 153 | 0,00 | 15 | 0,00 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 72.692 | 7.287 | ||||||
| 2025-11-03 | 13F | Pandora Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 758.319 | 11,18 | 75.741 | 10,77 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 2.195 | -16,70 | 219 | -17,05 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 41.014 | -12,13 | 4.096 | -12,46 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 102.464 | -5,00 | 10.234 | -5,35 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 2.032 | 34,57 | 203 | 33,77 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 7.796 | -4,10 | 779 | -4,42 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 5.082 | 16,32 | 508 | 16,02 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 20.394 | -18,98 | 2.025 | -19,49 | ||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 7.827 | 9,71 | 777 | 8,99 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.491 | -12,99 | 247 | -13,33 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 47.162 | -5,68 | 4.711 | -6,03 | ||||
| 2026-01-21 | 13F | Summa Corp. | 7.050 | 0,00 | 704 | -0,28 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 6.765.176 | -6,44 | 675.706 | -6,79 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 25.002 | 4,86 | 2.482 | 4,20 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 609 | -80,48 | 61 | -80,77 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 212 | 21 | ||||||
| 2026-02-17 | 13F | Note Advisors, LLC | 3.599 | 2,30 | 360 | 1,99 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 1.529 | -7,39 | 153 | -7,88 | ||||
| 2025-11-21 | 13F/A | CIBC Bancorp USA Inc. | 69.815 | 6.999 | ||||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 54.549 | 200,94 | 5.448 | 199,83 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 357.684 | 17,24 | 35.507 | 16,53 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 10.787 | 370,84 | 1.077 | 370,31 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 42.844.111 | 1,16 | 4.279.296 | 0,78 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 8.654 | -0,01 | 864 | -0,35 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 276.577 | 21,57 | 27.624 | 21,12 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 3.164 | 22,59 | 314 | 22,18 | ||||
| 2026-02-10 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 278.213 | -1,45 | 27.788 | -1,82 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 1.388.177 | 5,84 | 138.651 | 5,45 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 27.089 | 3,14 | 2.706 | 2,73 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 46.800 | -3,37 | 4.674 | -3,73 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 4.301 | 0,00 | 430 | -0,46 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 68.300 | 149,04 | 6.780 | 147,54 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.090 | -1,84 | 307 | -2,55 | ||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 27.154 | -17,87 | 2.722 | -16,99 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 3.250 | 0,00 | 325 | -0,31 | ||||
| 2026-02-11 | 13F | DB&C Advisors, LLC | 2.740 | 274 | ||||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 58.853 | 5.878 | ||||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 9.400 | 5,52 | 939 | 5,04 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.265.868 | 167,59 | 126.435 | 166,60 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 34.515 | -11,37 | 3.447 | -11,71 | ||||
| 2025-10-23 | 13F | Nisa Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.030.946 | 3,20 | 102.971 | 2,82 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 8.851 | -40,56 | 884 | -40,75 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 9.701 | 13,01 | 969 | 12,69 | ||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 18.578 | 58,83 | 1.864 | 59,45 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 7.327 | 11,17 | 732 | 10,76 | ||||
| 2025-11-14 | 13F | Paloma Partners Management Co | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 15.085 | 330,88 | 1.507 | 330,29 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 6.381 | 21,75 | 637 | 21,33 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 3.520 | -29,88 | 352 | -30,22 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 599.725 | 1,83 | 60.086 | 1,77 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 9.232 | 1 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 84.760.819 | 6,96 | 8.465.912 | 6,56 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 2.848 | 41,55 | 284 | 41,29 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 2.911 | 291 | ||||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 10.728 | 4,05 | 1.065 | 3,50 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 4.315 | 5,17 | 428 | 4,65 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 4.406 | 440 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 38.054 | 3,85 | 3.778 | 3,20 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 24.482 | 27,84 | 2.430 | 27,09 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 9.749 | 974 | ||||||
| 2026-02-11 | 13F | Cypress Capital Group | 26.898 | 4,53 | 2.687 | 4,15 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 397 | 8,47 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 3.249 | 32,29 | 324 | 31,71 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Gr Financial Group, Llc | 3.521 | 1,32 | 352 | 0,86 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 29.888 | 65,32 | 2.985 | 64,74 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 367.543 | 5,83 | 36.486 | 5,19 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 4.280 | -76,99 | 424 | -77,28 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 13.283 | -19,95 | 1.327 | -20,26 | ||||
| 2026-02-17 | 13F | Fmr Llc | 8.906.503 | -21,26 | 889.582 | -21,55 | ||||
| 2026-01-23 | 13F | PMG Wealth Management, Inc. | 6.500 | 0,00 | 649 | -0,31 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 4.587 | 13,40 | 458 | 13,09 | ||||
| 2026-02-02 | 13F | Peregrine Asset Advisers, Inc. | 3.685 | -4,11 | 368 | -4,42 | ||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 8.046 | 0,00 | 804 | -0,37 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 114.627 | 4,61 | 11.449 | 4,21 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 117 | 12 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 14.925.651 | -23,93 | 1.470.767 | -25,06 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.880.132 | -19,01 | 186.641 | -19,50 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 1.463 | 0,00 | 146 | 0,00 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 194.705 | -7,00 | 19.447 | -7,34 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 8.843 | -22,23 | 883 | -22,48 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 263.950 | -1,16 | 26.363 | -1,53 | ||||
| 2026-01-30 | 13F | Dale Q Rice Investment Management Ltd | 4.728 | 0,00 | 472 | 0,00 | ||||
| 2026-03-05 | 13F | Bayban | 1.426 | 142 | ||||||
| 2025-12-08 | 13F | NWF Advisory Services Inc. | 2.181 | -2,98 | 216 | 2,37 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 2.500 | 0,00 | 250 | -0,40 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Johns Hopkins University | 8.024.716 | -30,53 | 801.509 | -30,78 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 1.550 | 0,00 | 155 | -0,65 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 209.186 | -2,00 | 20.894 | -2,36 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 8.568 | 22,54 | 856 | 157,53 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 4.619 | 0,13 | 461 | -0,22 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1.459 | -58,10 | 146 | -58,45 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 1.044 | 104 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 317.809 | -2,88 | 31.743 | -3,24 | ||||
| 2026-02-13 | 13F | Es4, Llc | 153.671 | 15.349 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3.015 | 30,75 | 299 | 30,00 | ||||
| 2026-02-09 | 13F | Narus Financial Partners, LLC | 20.240 | 2,38 | 2.022 | 2,02 | ||||
| 2026-02-10 | 13F | State of Wyoming | 100 | 0,00 | 10 | -10,00 | ||||
| 2026-02-10 | 13F | CIBC Asset Management Inc | 17.975 | 126,47 | 1.795 | 125,79 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 7.825 | 782 | ||||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 69.479 | 4,89 | 6.940 | 4,50 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 287.212 | -1,10 | 28.687 | -1,46 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6.537 | -2,81 | 649 | -3,43 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 47.054 | -10,62 | 4.700 | -10,95 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 9.200 | 0,00 | 919 | -0,43 | ||||
| 2026-02-05 | 13F | Compton Financial Group, LLC | 34.685 | -16,86 | 3.464 | -17,17 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 1.911 | 0,00 | 191 | 0,00 | ||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Tidemark, LLC | 5.113 | 0,00 | 511 | -0,39 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 88.287 | 3,33 | 8.818 | 2,95 | ||||
| 2026-04-10 | 13F | Center for Wealth Management Advisory | 4.285 | 428 | ||||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 40.936 | 3,03 | 4.089 | 2,64 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 30.452 | 3.042 | ||||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 165.018 | 11,51 | 16.482 | 11,10 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 203.385 | 2,58 | 20.314 | 2,20 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 11.919 | 1.190 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 695.423 | 0,62 | 69.035 | 0,01 | ||||
| 2026-02-12 | 13F | Sprott Inc. | 5.062 | -1,04 | 506 | -1,37 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 225 | -4,26 | 23 | -4,35 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 1.712 | -88,76 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Voya Investment Management Llc | 827.527 | -1,65 | 82.653 | -2,01 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 34.482 | 0,00 | 3.444 | -0,35 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 266 | 27 | ||||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 6.179 | 0,00 | 613 | -0,65 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 22.038 | -2,61 | 2.201 | -2,95 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 21.772 | -15,45 | 2.175 | -15,77 | ||||
| 2025-11-12 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 21.904 | -24,34 | 1.670 | -29,93 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.026.727 | 318,04 | 40.541 | 64,65 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 2.873 | -37,26 | 288 | -36,56 | ||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 3.360 | 336 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 140.960 | 11,07 | 13.993 | 10,39 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 3.419 | 65,57 | 339 | 64,56 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 5.733 | 5,06 | 575 | 6,10 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 10.276 | -26,52 | 1.020 | -26,93 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 25.296 | -9,73 | 2.527 | -10,07 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 8.616 | -42,54 | 861 | -42,78 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 903 | 0,00 | 90 | -1,11 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 4.726 | -21,48 | 472 | -21,72 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 13.786 | 1.377 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 174.604 | 2,60 | 17.333 | 1,97 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 3.214 | 15,24 | 321 | 15,05 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 73.890 | -2,60 | 7.381 | -2,89 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 2.745 | 60,15 | 275 | 59,30 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 25.438 | 2.542 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 237 | -5,58 | 24 | -8,00 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 16.176 | 1.616 | ||||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 2.322 | 0,00 | 232 | -0,43 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 24.515 | 0,13 | 2.449 | -0,24 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 2.828.317 | 7,37 | 282.492 | 6,97 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 429.099 | 5,97 | 42.858 | 5,58 | ||||
| 2026-02-17 | 13F | Janus Henderson Group Plc | 3.355.397 | 6,95 | 335.137 | 6,56 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 1.277.485 | 1,10 | 127.595 | 0,73 | ||||
| 2025-10-17 | 13F | Ehrlich Financial Group | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 7.507 | -12,34 | 750 | -12,70 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 30.486 | -3,00 | 3.045 | -3,37 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 14.044 | -5,28 | 1.403 | -5,65 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 104.926 | 2,04 | 10.416 | 0,09 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 12.044 | 6,33 | 1.203 | 5,90 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 19.398 | 19,37 | 1.937 | 18,91 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 4.601 | 9,37 | 460 | 9,03 | ||||
| 2026-01-15 | 13F | DB Fitzpatrick & Co, Inc | 403.111 | -0,66 | 40.263 | -1,03 | ||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 15.583 | 0,39 | 1.556 | 0,00 | ||||
| 2026-01-20 | 13F | October Effect Ltd | 16.854 | -3,61 | 1.683 | -3,94 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 21.121 | 2,48 | 2.110 | 2,08 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 262.041 | 15,14 | 26.173 | 14,72 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 73.346 | 1,10 | 7.326 | 0,73 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 2.118 | 0,91 | 212 | 0,48 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 15.102 | 100,80 | 1.508 | 100,27 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 9.001 | 98,92 | 894 | 97,57 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 2.026 | 0,00 | 202 | -0,49 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 45.571 | 1,96 | 4.553 | 1,61 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 1.267 | 127 | ||||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 542.198 | -4,81 | 53.824 | -5,39 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 186 | -43,81 | 18 | -45,45 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 89.622 | 2,58 | 8.951 | 2,20 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 433.617 | -1,95 | 43.045 | -2,55 | ||||
| 2026-04-13 | 13F | Trust Co | 665.295 | 1,55 | 66.044 | 0,93 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 300.744 | 59,19 | 30.038 | 58,60 | ||||
| 2026-01-26 | 13F | Quattro Financial Advisors Llc | 46.655 | 0,00 | 4.660 | -0,38 | ||||
| 2026-02-11 | 13F | Etesian Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 155.259 | -2,57 | 15.507 | -2,94 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 87.415 | -2,15 | 8.678 | -2,75 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 174.816 | 7,30 | 17.503 | 7,16 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 3.795 | 379 | ||||||
| 2026-04-16 | 13F | Financial Designs Corp | 273.029 | 0,25 | 27.104 | -0,36 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 382.609 | 10,71 | 38.216 | 10,30 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 3.543 | -81,42 | 354 | -81,53 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 2.077 | 0 | ||||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 11.400 | 170,91 | 1.139 | 170,31 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 27 | 0,00 | 3 | 0,00 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 2.081 | -1,09 | 208 | -1,43 | ||||
| 2026-01-27 | 13F | Chaney Capital Management, Inc. | 575.381 | 3,24 | 57.469 | 2,86 | ||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 36.577 | 37,65 | 3.653 | 37,18 | ||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 58.213 | 0,77 | 5.814 | 0,40 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 5.226 | 0,11 | 519 | -0,58 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 3.456 | -58,34 | 345 | -57,82 | ||||
| 2026-01-29 | 13F | Wise Wealth Partners | 49.448 | 8,76 | 4.939 | 8,34 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 6.779 | 0,43 | 673 | -0,30 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 538.966 | 16,18 | 53.832 | 15,75 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 16.596 | 23,14 | 1.647 | 22,36 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 613.113 | 318,62 | 61.238 | 317,09 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 423.964 | 17,44 | 42.502 | 18,68 | ||||
| 2026-01-15 | 13F | Dock Street Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 146.381 | 16,84 | 14.620 | 16,41 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Avion Wealth | 10.183 | -7,94 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 146 | 15 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 66.086 | -63,33 | 6.601 | -63,47 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 45.661 | -1,59 | 4.533 | -2,20 | ||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 2.853 | -6,12 | 283 | -6,60 | ||||
| 2026-01-20 | 13F | Philip James Wealth Mangement, LLC | 3.603 | 0,00 | 360 | -0,55 | ||||
| 2026-01-29 | 13F | Anchyra Partners Llc | 12.637 | 1.262 | ||||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 17.797 | -0,07 | 1.782 | -0,67 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 9.180 | -6,88 | 917 | -7,29 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 212 | 0,00 | 25 | 8,70 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 168.905 | 2,50 | 16.870 | 2,12 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 5.666 | 51,21 | 566 | 50,67 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 49 | 0,00 | 5 | 0,00 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 101 | 10 | ||||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 23.115 | 2,92 | 2.309 | 2,53 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 5.804 | 25,46 | 580 | 25,05 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | 25 Llc | 3.391 | -17,71 | 339 | -18,16 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 2.680 | 69,41 | 268 | 68,99 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 3.683 | 368 | ||||||
| 2026-02-12 | 13F | Hibernia Wealth Partners, LLC | 7.515 | 751 | ||||||
| 2026-04-08 | 13F | Unify Financial Advisors | 6.900 | 689 | ||||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 11.039 | 21,98 | 1.103 | 21,50 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 2.188 | 217 | ||||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 2.772 | 4,41 | 275 | 3,77 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 271 | 6,69 | 27 | 8,00 | ||||
| 2026-01-26 | 13F | Moss Adams Wealth Advisors LLC | 21.378 | -0,35 | 2.135 | -0,70 | ||||
| 2026-04-01 | 13F | GP Brinson Investments LLC | 280.650 | 0,00 | 27.860 | -0,61 | ||||
| 2026-02-02 | 13F | Sunesis Advisors, LLC | 182.703 | 11,16 | 18.248 | 10,76 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Oak Harvest Investment Services | 2.381 | -74,41 | 238 | -74,57 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 27.732 | 10,63 | 2.770 | 10,19 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 170.793 | 94,54 | 17.059 | 93,82 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1.429 | 0,00 | 143 | -0,70 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 7.135 | -67,08 | 713 | -67,23 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 3.449 | 0,00 | 344 | -0,29 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 185.897 | 7,01 | 18.567 | 6,61 |
Other Listings
| US:AGG | $99,48 |
