Temel İstatistikler
| Kurumsal Sahipler | 2732 total, 2724 long only, 2 short only, 6 long/short - change of 3,75% MRQ |
| Ortalama Portföy Dağıtımı | 0.9009 % - change of -8,24% MRQ |
| Kurumsal Hisseler (Uzun) | 545.332.809 (ex 13D/G) - change of 13,27MM shares 2,49% MRQ |
| Kurumsal Değer (Uzun) | $ 64.033.743 USD ($1000) |
Kurumsal Mülkiyet ve Hissedarlar
iShares Trust - iShares Core S&P Small-Cap ETF (GB:0JH3) var 2732 Menkul Kıymetler Borsası Komisyonuna (SEC) 13D/G veya 13F formları dolduran kurumsal sahipler ve hissedarlar. Bu kurumların toplam 545,332,809 hissesi bulunmaktadır. En büyük hissedarlar arasındakiler: Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Fmr Llc, Morgan Stanley, LPL Financial LLC, Envestnet Asset Management Inc, Jones Financial Companies Lllp, Wells Fargo & Company/mn, Raymond James Financial Inc, and Bank of New York Mellon Corp .
iShares Trust - iShares Core S&P Small-Cap ETF (LSE:0JH3) 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.
Yükseltin
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 18.129 | -47,23 | 2.179 | -46,64 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 14.423 | -2,18 | 1.733 | -1,08 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 22.285 | -0,94 | 2.678 | 0,19 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 8.695 | 10,41 | 1.045 | 11,66 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 8.771 | 3,93 | 1.054 | 5,19 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 12.165 | -0,21 | 1.462 | 0,90 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 20.899 | -8,51 | 2.543 | -6,09 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 538.538 | -6,93 | 63.996 | 1,19 | ||||
| 2026-03-06 | 13F | Redwood Family Wealth LLC | 7.232 | 869 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 100.964 | 12.134 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 14.958.652 | -2,88 | 1.797.731 | -1,78 | ||||
| 2026-02-05 | 13F | Beese Fulmer Investment Management, Inc. | 56.246 | -0,61 | 6.760 | 0,52 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 24.042 | -3,41 | 2.889 | -2,30 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 17.628 | -4,34 | 2.119 | -3,24 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 18.670 | -12,99 | 2.244 | -12,00 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 467 | 56 | ||||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 1.068 | -21,93 | 128 | -20,99 | ||||
| 2026-02-11 | 13F | Compass Wealth Management LLC | 15.393 | 1.850 | ||||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 8.056 | -16,92 | 968 | -15,97 | ||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 21.899 | -4,17 | 2.632 | -3,09 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.172 | 299,26 | 261 | 307,81 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 2.165 | 278 | ||||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 2.061 | 248 | ||||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 79 | 9 | ||||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 1.088.751 | -26,34 | 130.847 | -25,51 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 338.007 | 0,72 | 40.622 | 1,87 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 12.401 | 9,69 | 1.490 | 10,95 | ||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 28.890 | 3.472 | ||||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 1.733 | 0,46 | 208 | 1,46 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.122 | 0,00 | 135 | 0,75 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 3.728 | -0,67 | 448 | 0,67 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 1.982 | 34,01 | 238 | 36,00 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 66.339 | 2,24 | 7.973 | 3,40 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 47.947 | -22,01 | 5.762 | -21,39 | ||||
| 2026-01-26 | 13F | Means Investment Co., Inc. | 17.137 | -3,48 | 2.060 | -2,37 | ||||
| 2026-01-21 | 13F | Mayport, Llc | 2.762 | 0,00 | 332 | 0,91 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 9.486 | 147,68 | 1.220 | 170,51 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 26.009 | 0,21 | 3.126 | 1,33 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 11 | 1 | ||||||
| 2026-01-22 | 13F | City Holding Co | 51.264 | 3,27 | 6.161 | 4,44 | ||||
| 2026-01-13 | 13F | Argentarii, LLC | 13.755 | 77,94 | 1.653 | 80,07 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 3.353 | 0,00 | 403 | 1,01 | ||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 2.711 | 938,70 | 326 | 983,33 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 62.355 | 22,73 | 7.494 | 24,12 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 127 | 0,79 | 15 | 7,14 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 434.480 | 2,30 | 52.216 | 3,46 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 2.749 | 0,11 | 327 | 0,00 | ||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 7.631 | -6,80 | 917 | -5,66 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 50.366 | 21,90 | 6.053 | 23,30 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 140.941 | 2,23 | 17 | 0,00 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 1.847 | 7,26 | 222 | 8,33 | ||||
| 2026-01-16 | 13F | Verus Wealth Management, Llc | 31.212 | 1,88 | 3.751 | 3,05 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 6.795 | 0,27 | 817 | 1,37 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 257.477 | 1,91 | 30.944 | 3,06 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 384 | 46 | ||||||
| 2026-01-20 | 13F | Nvwm, Llc | 204 | 25 | ||||||
| 2026-01-14 | 13F | Eastern Bank | 16.889 | 34,34 | 2.030 | 35,90 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 1.510 | -2,27 | 181 | -1,09 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 36.725 | -3,67 | 4.665 | 2,98 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 31.213 | -6,63 | 3.751 | -5,56 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 5.283 | -1,91 | 635 | -0,94 | ||||
| 2026-02-10 | 13F | Arcadia Investment Management Corp/mi | 267 | 8,10 | 32 | 10,34 | ||||
| 2026-01-26 | 13F | Swf Llc | 599.244 | 0,00 | 72.017 | 1,14 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.104.333 | -3,40 | 132.719 | -2,30 | ||||
| 2026-01-02 | 13F | Boltwood Capital Management | 56.621 | 0,90 | 6.805 | 2,04 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 2.388 | 287 | ||||||
| 2026-01-23 | 13F | Clarity Wealth Advisors, LLC | 3.866 | 26,26 | 465 | 27,82 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 63.878 | -0,66 | 7.677 | 0,47 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 171 | 0,00 | 21 | 0,00 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 9.228 | 1.109 | ||||||
| 2026-01-15 | 13F | Maltin Wealth Management, Inc. | 10.275 | 2,15 | 1.235 | 3,26 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 21.491 | 0,27 | 2.583 | 1,41 | ||||
| 2026-01-06 | 13F | Farmers Trust Co | 26.042 | -2,46 | 3.130 | -1,36 | ||||
| 2026-01-22 | 13F | Investment Advisory Services Inc /tx /adv | 12.386 | -6,35 | 1.489 | -5,28 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 193.672 | 1,66 | 23.278 | 2,82 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Abundance Wealth Counselors | 27.338 | -4,47 | 3.285 | -3,38 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 16.607 | 48,86 | 1.996 | 50,57 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 62.242 | -9,28 | 7.480 | -8,24 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 175.294 | 24,33 | 17.928 | 31,34 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 4.010.129 | 4,65 | 481.937 | 5,84 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | IMS Capital Management | 2.745 | -43,52 | 326 | -38,61 | ||||
| 2026-01-23 | 13F | Fort Henry Capital, LLC | 171.843 | 1,31 | 20.652 | 2,46 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 655 | 1.135,85 | 79 | 1.200,00 | ||||
| 2026-01-14 | 13F | Verum Partners LLC | 213.721 | 2,59 | 25.685 | 3,76 | ||||
| 2026-01-27 | 13F | Michael Brady & Co., LLC | 14.126 | 1.698 | ||||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 50.554 | 11,92 | 6.076 | 13,19 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 197.386 | 23.455 | ||||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 3.826 | 9,06 | 460 | 10,34 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 5.904 | -27,40 | 702 | -21,06 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 2.818 | 8,72 | 339 | 9,74 | ||||
| 2025-11-14 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | EdgeRock Capital LLC | 8.891 | -3,01 | 1.069 | -1,93 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 53.715 | -1,42 | 6.455 | -0,31 | ||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 19.754 | 1,39 | 2.374 | 2,55 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 61.301 | -2,10 | 7.367 | -0,98 | ||||
| 2025-10-15 | 13F | Marshall & Sullivan Inc /wa/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | Sanders Morris Harris Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 7.921 | 1,34 | 952 | 2,48 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 26.909 | 29,64 | 3.275 | 33,04 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 633 | 26,10 | 76 | 28,81 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 11.984 | 52,00 | 1.440 | 53,85 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 2.277 | -77,42 | 274 | -65,40 | ||||
| 2026-01-09 | 13F | Teamwork Financial Advisors, LLC | 3.425 | -7,03 | 412 | -5,95 | ||||
| 2026-02-13 | 13F | United Bank | 392.478 | 0,48 | 47.168 | 1,62 | ||||
| 2026-02-09 | 13F | Powell Investment Advisors, LLC | 7.028 | 0,47 | 845 | 1,56 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 85 | 4,94 | 0 | |||||
| 2026-01-26 | 13F | BlueSky Wealth Advisors, LLC | 14.792 | -3,07 | 1.778 | -1,99 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | EFG International AG | 183.778 | 22.086 | ||||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 3.412 | -1,22 | 410 | 0,00 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 247.574 | 5,44 | 32.291 | 13,52 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 982 | 8,03 | 118 | 9,26 | ||||
| 2026-01-28 | 13F | Rockingstone Advisors LLC | 2.505 | 1,21 | 301 | 2,38 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 9.186 | -6,12 | 1.104 | -5,08 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 132.093 | 2,58 | 16.715 | 9,23 | ||||
| 2026-01-21 | 13F | Hudson Capital Management LLC | 47.300 | 541,44 | 5.685 | 548,86 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 122.377 | 4,84 | 14.707 | 6,03 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 24 | 3 | ||||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 5.481 | -1,46 | 659 | -0,30 | ||||
| 2026-02-17 | 13F | Aristotle Capital Boston, LLC | 71.628 | 6,38 | 8.608 | 7,60 | ||||
| 2026-02-09 | 13F | Parkside Investments, LLC | 4.294 | -6,53 | 516 | -5,32 | ||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 41.006 | -5,84 | 4.928 | -4,77 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 7.957.626 | 1,01 | 956.347 | 2,15 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 689.326 | 19,88 | 82.843 | 21,24 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 107.554 | -0,74 | 12.926 | 0,39 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 382.617 | 1,93 | 45.983 | 3,08 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 21.606 | -3,95 | 2.607 | -2,43 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Credit Agricole S A | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 424.136 | 1,79 | 50.973 | 2,94 | ||||
| 2026-02-09 | 13F | Severin Investments, LLC | 9.894 | 21,52 | 1.189 | 22,96 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 11.384 | 62,88 | 1.368 | 64,82 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 149.197 | -2,38 | 17.930 | -1,27 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 229.364 | 3,43 | 27.824 | 5,55 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 5.509 | -0,33 | 662 | 0,91 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 22.398 | -2,62 | 2.692 | -1,54 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 3.814 | 458 | ||||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 2.622 | -7,55 | 315 | -6,53 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 45.337 | 0,13 | 5.449 | 1,26 | ||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 6.183 | 0,00 | 743 | 1,23 | ||||
| 2026-01-28 | 13F | Arkansas Financial Group, Inc. | 48.840 | -3,94 | 5.870 | -2,85 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 18.534 | 1,59 | 2.227 | 2,77 | ||||
| 2026-01-23 | 13F | Kagan Cocozza Asset Management | 29.614 | 4,27 | 3.559 | 5,45 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 11.348 | -2,05 | 1.364 | -0,94 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 139.749 | 4,39 | 16.795 | 5,58 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 4.824 | 10,72 | 580 | 11,99 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 4.128 | -1,31 | 496 | -0,20 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 32.461 | 2,18 | 3.901 | 3,37 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 3.937 | -1,55 | 473 | -0,42 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 3.801 | 487 | ||||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 5.220 | 0,48 | 627 | 1,62 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 213.726 | 1,90 | 25.686 | 3,05 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 112.039 | -2,07 | 13.465 | -0,96 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1.244 | -0,88 | 149 | 0,00 | ||||
| 2026-02-05 | 13F | Conning Inc. | 379.566 | -3,74 | 45.616 | -2,65 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 22.346 | -4,70 | 2.686 | -3,63 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 1.055 | 0,00 | 127 | 0,80 | ||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 5.503 | 661 | ||||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 189.913 | 22.824 | ||||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 48.862 | -0,62 | 5.794 | 7,64 | ||||
| 2026-01-15 | 13F | Infinity Wealth Counsel, LLC | 2.382 | -1,85 | 286 | -0,69 | ||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 4.622 | -1,60 | 556 | -0,54 | ||||
| 2026-02-05 | 13F | Sage Financial Management Group, Inc. | 18.222 | 0,00 | 2.190 | 1,11 | ||||
| 2026-01-23 | 13F | Watershed Private Wealth Llc | 2.932 | -0,54 | 352 | 0,57 | ||||
| 2026-01-27 | 13F | Greystone Financial Group, LLC | 3.592 | -47,80 | 432 | -47,25 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 101 | -89,59 | 12 | -89,57 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 12.833 | -3,10 | 1.542 | -1,97 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 1.690 | 203 | ||||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.840 | 0,00 | 221 | 1,38 | ||||
| 2026-02-05 | 13F | Bright Futures Wealth Management, LLC. | 9.166 | 2,63 | 1.102 | 3,77 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 4.568 | 549 | ||||||
| 2026-02-13 | 13F | Platform Technology Partners | 1.737 | -3,39 | 209 | -2,35 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 302.036 | 0,71 | 36.299 | 1,86 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 20.944 | 5,01 | 2.517 | 6,20 | ||||
| 2026-01-09 | 13F | Somerset Trust Co | 5.059 | 0,00 | 608 | 1,00 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 17.648 | 4,26 | 2.121 | 5,42 | ||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 8.421 | -0,68 | 1.012 | 0,50 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 337.069 | 2,94 | 40.509 | 4,11 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 88.329 | -12,10 | 10.615 | -11,10 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 11.164 | -5,29 | 1.342 | -4,21 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 17.472 | -15,79 | 2.076 | -8,43 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 15.807 | 1.900 | ||||||
| 2025-11-04 | 13F | Gitterman Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 6.781 | -5,25 | 815 | -4,24 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 23.361 | 0,59 | 2.808 | 1,74 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 2.162 | -3,83 | 260 | -3,00 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 105 | -11,76 | 13 | -14,29 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 4.753 | -0,13 | 571 | 1,06 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 807.702 | 6,58 | 97.122 | 7,84 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 571.122 | 57,72 | 69 | 60,47 | ||||
| 2026-01-26 | 13F | Next Level Wealth Planning, LLC | 97.206 | 2,69 | 11.682 | 3,86 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 11.913 | -2,93 | 1.432 | -1,85 | ||||
| 2026-01-23 | 13F | KG&L Capital Management,LLC | 10.764 | -3,38 | 1.294 | -2,27 | ||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 42.499 | -0,64 | 5.108 | 0,49 | ||||
| 2026-01-29 | 13F | Dupree Financial Group, LLC | 5.847 | -1,20 | 703 | -0,14 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 125.338 | -34,17 | 15.063 | -33,26 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 71.167 | -0,98 | 8.553 | 0,14 | ||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 9.561 | 0,00 | 1.149 | 1,14 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 70.955 | -0,85 | 8.527 | 0,27 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 79.363 | 31,24 | 9.538 | 32,73 | ||||
| 2026-01-08 | 13F | Sar Wealth Management Group, Llc | 71.761 | 1,19 | 8.624 | 2,34 | ||||
| 2026-01-15 | 13F | Polianta Ltd | 73.700 | 9,02 | 9 | 0,00 | ||||
| 2026-02-13 | 13F | Mlp3, Llc | 10.673 | 1.283 | ||||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 2 | 0 | ||||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 11.691 | 1,78 | 1.405 | 3,01 | ||||
| 2026-01-21 | 13F | Nestegg Advisors, Inc. | 102.460 | -0,69 | 12.314 | 0,44 | ||||
| 2026-02-09 | 13F | Twin Cities Retirement Group LLC | 72.618 | 8.727 | ||||||
| 2026-01-23 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 44.233 | 0,24 | 5.316 | 1,37 | ||||
| 2026-02-09 | 13F/A | Mann Financial Group, Inc. | 17.733 | 6,93 | 2.131 | 8,17 | ||||
| 2026-01-13 | 13F | John W. Brooker & Co., CPAs | 25.563 | -6,66 | 3.072 | -5,59 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 162.267 | 2,48 | 19.501 | 3,65 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 1.729 | 0,17 | 208 | 0,98 | ||||
| 2026-02-06 | 13F | Municipal Employees' Retirement System of Michigan | 24.129 | 0,00 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 17.165 | -2,35 | 2.063 | -1,25 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 2.444 | -24,66 | 294 | -23,90 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 6.162 | -16,73 | 741 | -15,81 | ||||
| 2026-02-12 | 13F | Granite Islands Private Wealth, Llc | 5.394 | 648 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 540.469 | 0,77 | 65 | 1,59 | ||||
| 2025-10-22 | 13F | Autumn Glory Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 8.614 | 16,74 | 1.035 | 18,15 | ||||
| 2026-01-22 | 13F | Fiduciary Planning LLC | 2.054 | 0,00 | 247 | 0,82 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 37.145 | -7,77 | 4.464 | -6,71 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 73.254 | 6,15 | 8.804 | 7,35 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 1.796 | 216 | ||||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 628 | 0,00 | 75 | 1,35 | ||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 18.219 | 0,00 | 2.190 | 0,55 | ||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 15.101 | 0,02 | 1.815 | 1,11 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 9.151 | -6,25 | 1.100 | -5,18 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 1.996 | 0,00 | 0 | |||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 3.159 | 0,03 | 380 | 1,07 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.745.654 | 63,38 | 209.791 | 65,37 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 209.755 | -7,79 | 25.208 | -6,74 | ||||
| 2026-02-06 | 13F | Lazard Freres Gestion S.A.S. | 4.602 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 16 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 5.569 | 669 | ||||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 11.357 | -13,11 | 1.365 | -12,17 | ||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 77.736 | 0,47 | 9.342 | 1,61 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 33.605.423 | 6,00 | 4.038.700 | 7,20 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 7.535 | 1,09 | 906 | 2,26 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 4.438 | 0,02 | 533 | 1,14 | ||||
| 2026-01-27 | 13F | Leisure Capital Management | 4.283 | 0,00 | 515 | 1,18 | ||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 292.955 | -8,95 | 35.896 | -5,92 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 3.163 | 380 | ||||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 162.703 | 0,09 | 19.554 | 1,23 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Investment Management Company, Llc | 6.236.257 | 35,01 | 749.473 | 36,54 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 28 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Syntax Research, Inc. | 32.654 | 0,04 | 3.924 | 1,19 | ||||
| 2026-01-05 | 13F | Grant Private Wealth Management Inc | 4.698 | 0,00 | 565 | 1,08 | ||||
| 2026-02-10 | 13F | Phillips Wealth Planners LLC | 7.273 | 231,34 | 946 | 261,07 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 111.287 | 0,31 | 13.374 | 1,45 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 245.943 | 0,17 | 29.557 | 1,31 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 158 | -1,25 | 19 | -5,26 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 7.513 | 2,72 | 903 | 3,80 | ||||
| 2025-10-27 | 13F | Smith Shellnut Wilson Llc /adv | 34.618 | 49,90 | 4.114 | 63,02 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 11.561 | 1,19 | 1.389 | 2,36 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 3.340 | -4,11 | 401 | -2,91 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 2.031.625 | 1,18 | 244.161 | 2,33 | ||||
| 2026-02-17 | 13F | Peloton Wealth Strategists | 4.239 | 42,06 | 1 | |||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 109.011 | -27,67 | 13.101 | -26,86 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 61.044 | -0,70 | 7.336 | 0,42 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 174.080 | -1,32 | 20.921 | -0,21 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 42.488 | 7,90 | 5.106 | 9,13 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 122.363 | 0,61 | 14.706 | 1,76 | ||||
| 2026-02-17 | 13F | Maryland State Retirement & Pension System | 9.217 | 17,85 | 1.108 | 19,16 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.551.039 | -4,83 | 186.487 | -3,48 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 19.330 | 2.323 | ||||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 2.073 | -6,58 | 249 | -5,32 | ||||
| 2026-01-27 | 13F | Novem Group | 20.659 | -1,23 | 2.483 | -0,12 | ||||
| 2026-02-12 | 13F | Loudon Investment Management, LLC | 7.297 | 37,89 | 877 | 39,49 | ||||
| 2026-01-09 | 13F | Twele Capital Management, Inc. | 174.979 | 1,36 | 21.029 | 2,51 | ||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 13.809 | -0,26 | 1.660 | 0,85 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 47.477 | -62,83 | 5.706 | -62,41 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 1.700 | 0,00 | 204 | 0,99 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 102.013 | -1,79 | 12.260 | -0,67 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 163 | -59,45 | 20 | -59,57 | ||||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 1.719 | 0,00 | 207 | 0,98 | ||||
| 2026-02-06 | 13F | Verde Capital Management | 39.968 | -2,55 | 4.803 | -1,44 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 74.939 | -0,90 | 9.006 | 0,23 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 14.658 | 14,20 | 1.762 | 15,48 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 1.857 | 1,92 | 223 | 3,24 | ||||
| 2026-01-16 | 13F | Pacific Sage Partners, LLC | 2.961 | 16,07 | 356 | 17,16 | ||||
| 2025-10-31 | 13F | CIBC Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.787 | -12,77 | 335 | -11,87 | ||||
| 2026-02-18 | 13F | State of Tennessee, Treasury Department | 127.699 | -5,21 | 16.222 | 1,34 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 14.586 | -1,69 | 1.753 | -0,62 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 24.277 | 17,46 | 2.918 | 34,98 | ||||
| 2026-02-17 | 13F | Campion Asset Management LLC | 45.788 | 14,75 | 5.503 | 16,05 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 6.678 | 844 | ||||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 38.802 | 64,74 | 4.663 | 66,65 | ||||
| 2026-01-13 | 13F | Sendero Wealth Management, LLC | 8.985 | 72,06 | 1.080 | 74,03 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 3.547 | 426 | ||||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 10.506 | -0,68 | 1.291 | 3,28 | ||||
| 2026-02-28 | 13F | Corecam Pte. Ltd. | 100.380 | 23,96 | 12.065 | 25,39 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 14 | 2 | ||||||
| 2026-01-23 | 13F | BSW Wealth Partners | 4.510 | -1,31 | 542 | -0,18 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 3.507 | 0,00 | 421 | 1,20 | ||||
| 2026-01-15 | 13F | Birch Financial Group, Llc | 22.752 | 4,09 | 2.734 | 5,28 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 41.522 | 9,14 | 4.990 | 10,40 | ||||
| 2026-02-05 | 13F | Flavin Financial Services, Inc. | 18.630 | 0,42 | 2.239 | 1,54 | ||||
| 2025-11-13 | 13F | Capital Fund Management S.a. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 1.942 | -1,17 | 233 | 0,00 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 273.052 | -0,75 | 32.815 | 0,38 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 3.941 | 0,25 | 474 | 1,28 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 17.807 | 2.140 | ||||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 63 | -69,71 | 8 | -69,57 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 5.210 | 4,66 | 626 | 5,92 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 14.545 | 0,56 | 1.748 | 1,75 | ||||
| 2026-01-23 | 13F | Founders Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 222.180 | 3,47 | 26.765 | 4,90 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 3.426 | -13,53 | 412 | -12,55 | ||||
| 2026-01-09 | 13F | Silvia Mccoll Wealth Management, Llc | 12.379 | -12,07 | 1.488 | -11,12 | ||||
| 2026-01-26 | 13F | Tribridge Partners Financial LLC | 4.164 | 2,44 | 500 | 3,09 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.326.065 | 22,45 | 158.931 | 23,50 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 96.625 | 1,48 | 11.612 | 2,62 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 3.357 | -28,02 | 403 | -27,26 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 2.278 | -3,47 | 274 | -2,50 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 81.127 | 1,62 | 9.750 | 2,77 | ||||
| 2026-01-15 | 13F | Acima Private Wealth, Llc | 465 | -51,21 | 56 | -51,33 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 18.537 | 0,06 | 2.228 | 1,18 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 3.798 | -1,58 | 456 | -0,44 | ||||
| 2026-01-26 | 13F | Foster Victor Wealth Advisors, LLC | 12.841 | -3,58 | 1.652 | 3,25 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 11.197 | 0,37 | 1.346 | 1,51 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 715 | 0,00 | 86 | 1,19 | ||||
| 2026-01-09 | 13F | IFS Advisors, LLC | 64.391 | -23,72 | 7.739 | -22,86 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 292.917 | 3,18 | 35.203 | 4,35 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 28.120 | -12,71 | 3.396 | -11,65 | ||||
| 2026-01-12 | 13F | Asset Allocation & Management Company, LLC | 4.441 | 0,00 | 1 | |||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Lee Financial Co | 46.930 | -1,38 | 5.640 | -0,25 | ||||
| 2026-02-02 | 13F | Summit Place Financial Advisors, LLC | 35.336 | -2,69 | 4.247 | -1,60 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 45.401 | -0,96 | 5.456 | 0,17 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 2.069 | 249 | ||||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 85.621 | 6,47 | 10.290 | 7,67 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 1.600 | 192 | ||||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 68.017 | -91,82 | 8.174 | -91,73 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 1.626 | 0,00 | 207 | 5,64 | ||||
| 2026-01-05 | 13F | First Hawaiian Bank | 31.966 | -23,63 | 3.842 | -22,78 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 13.367 | -0,10 | 1.606 | 1,07 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 100.669 | 0,41 | 12.098 | 1,55 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 1.756 | -1,90 | 211 | -0,47 | ||||
| 2026-01-21 | 13F | Tandem Investment Partners LLC | 8.635 | -1,71 | 1.038 | -0,58 | ||||
| 2026-01-12 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 4.125 | 0,00 | 496 | 1,02 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 17.828 | -0,95 | 2.143 | 0,19 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 2.766 | -4,52 | 332 | -3,49 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 2.700 | -9,12 | 324 | -8,22 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 244.768 | 7,19 | ||||||
| 2026-01-16 | 13F | Kendall Capital Management | 2.644 | 2,56 | 318 | 3,59 | ||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 2.801 | 0,72 | 337 | 1,82 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 50.290 | -3,50 | 6.044 | -2,41 | ||||
| 2026-01-14 | 13F | First County Bank /CT/ | 16.064 | -4,43 | 1.931 | -3,36 | ||||
| 2026-01-06 | 13F | Afg Fiduciary Services Limited Partnership | 45.119 | -4,61 | 5.476 | -2,84 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 4.914 | 23,84 | 591 | 25,27 | ||||
| 2026-01-16 | 13F | Matauro, Llc | 6.881 | -0,79 | 827 | 0,36 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 26.839 | -0,86 | 3.225 | 0,28 | ||||
| 2026-01-13 | 13F | 21 West Wealth Management LLC | 5.436 | 0,00 | 653 | 1,24 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 23.560 | -5,35 | 2.831 | -4,23 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 503 | 61 | ||||||
| 2026-01-21 | 13F | TPG Advisors LLC | 25.813 | -0,98 | 3.102 | 0,16 | ||||
| 2026-01-20 | 13F | Rainier Family Wealth Inc | 2.696 | 324 | ||||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 77.853 | 0,55 | 9.356 | 1,70 | ||||
| 2025-10-16 | 13F | LeConte Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 147.896 | 4,20 | 17.774 | 5,38 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 2.073 | 0,00 | 249 | 1,22 | ||||
| 2026-02-12 | 13F | McMillan Office, Inc. | 1.900 | 228 | ||||||
| 2026-02-17 | 13F | Lakeshore Financial Planning, Inc. | 37.832 | 0,96 | 4.547 | 2,09 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 19 | 2 | ||||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 1.607 | 6,71 | 193 | 8,43 | ||||
| 2026-01-09 | 13F | BOS Asset Management, LLC | 2.315 | 0,00 | 278 | 1,09 | ||||
| 2026-01-26 | 13F | Global Wealth Management, LLC | 81.339 | -4,51 | 9.775 | -3,43 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 242.969 | 104,90 | 29.200 | 107,23 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 785 | -97,19 | 4 | 0,00 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 3.428 | 21,30 | 412 | 22,69 | ||||
| 2026-02-14 | 13F | American Trust | 8.223 | -5,42 | 988 | -4,36 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 30.125 | -1,59 | 3.620 | -0,47 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 59.502 | 0,88 | 7.151 | 0,07 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 975 | 0,00 | 117 | 1,74 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 1.669 | -31,06 | 201 | -30,31 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 2.122 | -19,22 | 255 | -18,27 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 16.011 | 2,13 | 1.924 | 3,27 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 23.316 | 0,02 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Parthenon Llc | 55.967 | 0,15 | 6.726 | 1,30 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.103.300 | -9,96 | 372.955 | 91.086,80 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 50.652 | 0,91 | 6.087 | 2,06 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 3.709 | 2,77 | 446 | 3,97 | ||||
| 2026-01-29 | 13F | Traub Capital Management LLC | 3.543 | 3,51 | 426 | 4,68 | ||||
| 2026-01-29 | 13F | West Bancorporation Inc | 2.258 | -20,46 | 271 | -19,58 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 3.578 | -9,51 | 430 | -8,32 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 18.159 | -9,56 | 2.184 | -8,43 | ||||
| 2026-02-10 | 13F | Parkway Wealth Management Group, LLC | 215.012 | 25.840 | ||||||
| 2026-02-17 | 13F | Palisade Capital Management Llc/nj | 42.465 | 175,00 | 5.103 | 178,09 | ||||
| 2026-02-06 | 13F | Portland Financial Advisors Inc | 3.228 | 0,00 | 388 | 1,04 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 3.077 | 5,70 | 370 | 6,96 | ||||
| 2026-02-04 | 13F | Nwam Llc | 50.719 | 0,80 | 6.328 | 5,52 | ||||
| 2025-11-03 | 13F | Novare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Centennial Wealth Advisory LLC | 9.793 | 1.177 | ||||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 117.764 | 0,30 | 14.153 | 1,43 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 18.373 | 1,10 | 2.208 | 2,27 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 4.414 | 0,14 | 530 | 10,19 | ||||
| 2026-02-17 | 13F | Creative Planning | 1.256.421 | -1,18 | 150.997 | -0,06 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 10.647 | -8,99 | 1.280 | -7,99 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 58.836 | -0,74 | 7.071 | 0,38 | ||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 17.776 | -0,41 | 2.112 | 8,31 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 3.102 | 0,00 | 373 | 1,09 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 4.000 | 0,00 | 481 | 1,05 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 8 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 8.336 | 6,14 | 1.002 | 16,67 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 1.231 | 148 | ||||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 24.988 | -3,37 | 3.003 | -2,25 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 226.965 | 1,58 | 27.277 | 2,73 | ||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 2.655 | -8,20 | 319 | -7,00 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 20.837 | 6,00 | 2.504 | 7,24 | ||||
| 2026-01-21 | 13F | Truefg, Llc | 214.722 | -0,16 | 25.805 | 0,97 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 89.195 | 1,03 | 10.720 | 2,18 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 165.622 | -16,30 | 19.904 | -15,35 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 57.945 | 12,42 | 6.964 | 13,68 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 56.015 | -5,59 | 6.732 | -4,52 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 3.149 | 378 | ||||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 2.503 | 301 | ||||||
| 2026-02-11 | 13F | Aspetuck Financial Management LLC | 44.326 | -1,01 | 5.327 | 0,13 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 755 | 0,00 | 91 | 1,12 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 592.334 | 2,19 | 71.187 | 3,35 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 142.417 | 1,95 | 16.777 | 9,88 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 2.459 | -0,57 | 296 | 0,68 | ||||
| 2025-11-03 | 13F | Great Lakes Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 33.524 | -8,77 | 4.029 | -7,74 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 9.063 | 41,19 | 1.089 | 42,91 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 95.296 | 11.453 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 21.386.228 | 14,86 | 2.570.197 | 16,16 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 1.731 | -23,98 | 208 | -22,96 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 2.855 | 2,15 | 343 | 3,31 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 3.473 | 3,98 | 417 | 5,57 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 2.706 | -14,53 | 325 | -13,56 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Walleye Partners, LLC | 2.869 | 345 | ||||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 2.000 | 240 | ||||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 2.599 | 312 | ||||||
| 2026-03-16 | 13F | Bank of New Hampshire | 2.878 | -8,81 | 346 | -8,00 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Buffalo Business & Estate Services Ltd | 2.883 | 346 | ||||||
| 2026-02-05 | 13F | Bedminster, LLC | 11.045 | 1.327 | ||||||
| 2026-01-07 | 13F | Brady Family Wealth, Llc | 13.409 | -3,50 | 1.612 | -2,42 | ||||
| 2026-01-27 | 13F | Rainey & Randall Investment Management Inc. | 2.950 | -20,25 | 355 | -19,36 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 4.877 | 593 | ||||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 4.123 | 2,56 | 496 | 3,77 | ||||
| 2026-02-05 | 13F | Evergreen Advisors, LLC | 177.537 | 5,03 | 21.336 | 15,50 | ||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 7.803 | -0,51 | 938 | 0,54 | ||||
| 2026-01-08 | 13F | Adirondack Trust Co | 33.033 | -3,32 | 3.970 | -2,24 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 117.004 | -4,30 | 14.061 | -3,21 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 3.439 | 413 | ||||||
| 2025-09-26 | NP | RNIN - Bushido Capital US SMID Cap Equity ETF | 8.994 | 992 | ||||||
| 2026-01-16 | 13F | Taylor & Morgan Wealth Management, LLC | 3.397 | 10,44 | 408 | 11,78 | ||||
| 2026-01-07 | 13F | Innova Wealth Partners | 2.876 | 346 | ||||||
| 2026-01-28 | 13F | Davis Capital Management | 518 | -16,18 | 62 | -15,07 | ||||
| 2025-09-24 | NP | PSSMX - SmallCap S&P 600 Index Fund R-3 | 14.744 | 0,00 | 1.626 | 10,09 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 15.857 | 12,31 | 1.906 | 13,60 | ||||
| 2025-11-12 | 13F | Clare Market Investments LLC | 4.320 | 31,35 | 513 | 42,90 | ||||
| 2026-01-12 | 13F | Wiser Wealth Management, Inc | 28.027 | 2,54 | 3.368 | 3,73 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 27.179 | 1,17 | 3.266 | 2,32 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 2.457 | 2,08 | 315 | 9,79 | ||||
| 2026-01-28 | 13F | G&S Capital LLC | 50.063 | -0,54 | 6.017 | 0,59 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 4.008 | 0,00 | 482 | 1,05 | ||||
| 2026-01-27 | 13F | BigSur Wealth Management LLC | 3.565 | 137,67 | 428 | 140,45 | ||||
| 2026-01-28 | 13F | Delta Wealth Advisors LLC | 31.606 | -0,62 | 3.798 | 0,50 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 64.568 | -71,30 | 7.760 | -70,98 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 80.232 | 2.043,52 | 9.642 | 2.071,62 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 174.741 | 0,16 | 21.000 | 1,30 | ||||
| 2026-01-14 | 13F | Emergent Wealth Advisors, LLC | 63.059 | -21,14 | 7.578 | -20,13 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.541 | -5,46 | 185 | -4,15 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 439.416 | -3,01 | 52.809 | -1,91 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 5.947 | 9,22 | 715 | 10,36 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 256.532 | 2,58 | 30.830 | 3,75 | ||||
| 2026-02-06 | 13F | Reliant Investment Partners, LLC | 2.030 | 0,00 | 244 | 0,00 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 152.453 | 4,13 | 18.322 | 5,32 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 536 | 0,00 | 64 | 1,59 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 39.907 | -0,78 | 4.796 | 0,36 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 307.520 | 3,99 | 36.958 | 5,17 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 38.922 | -0,12 | 4.678 | 1,02 | ||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 43.525 | -1,30 | 5.231 | -0,19 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 42.516 | -4,52 | 5.110 | -3,44 | ||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 61.455 | -15,88 | 7.386 | -14,92 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 110.101 | -5,76 | 13.232 | -4,69 | ||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 14.353 | -8,26 | 1.725 | -7,26 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 24.649 | -91,08 | 2.962 | -90,98 | ||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 6.586 | -9,47 | 1 | |||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 6.870 | -7,31 | 826 | -6,25 | ||||
| 2026-01-22 | 13F | Charter Trust Co | 239.069 | 1,28 | 28.731 | 2,43 | ||||
| 2026-02-05 | 13F | Aspire Growth Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Advanced Asset Management Advisors Inc | 5.781 | 0,00 | 695 | 1,17 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 10.367 | -0,10 | 1.246 | 0,97 | ||||
| 2026-02-12 | 13F | Collier Financial | 2.559 | 4,19 | 308 | 5,50 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 204.282 | 24.551 | ||||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 10.112 | 0,71 | 1.215 | 1,84 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 26.890 | -0,61 | 3.232 | 0,53 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 50.995 | 23,06 | 6.129 | 24,45 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 209.258 | 2,40 | 25.149 | 3,56 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 1.967 | -0,41 | 236 | 2,61 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 62.636 | 0,60 | 7.528 | 1,74 | ||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 8.150 | 16,18 | 979 | 17,53 | ||||
| 2026-02-13 | 13F | Ames National Corp | 20.276 | 11,16 | 2.437 | 12,41 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 60.665 | 0,58 | 7.291 | 1,72 | ||||
| 2025-11-12 | 13F | Ci Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Jamison Private Wealth Management, Inc. | 15.820 | 4,62 | 1.901 | 5,85 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 1.904 | 24,53 | 229 | 25,97 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 1.555.996 | 99,75 | 187 | 103,26 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 1.830 | 0,00 | 220 | 0,92 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 32.335 | 21,88 | 3.886 | 23,29 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 153.132 | -2,00 | 18.403 | -0,88 | ||||
| 2026-01-06 | 13F | Hiley Hunt Wealth Management | 66.249 | -3,90 | 7.962 | -2,81 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 27.359 | -1,26 | 3.288 | -0,12 | ||||
| 2026-01-20 | 13F | Blue Square Asset Management, Llc | 121.205 | 104,31 | 14.566 | 106,64 | ||||
| 2026-02-11 | 13F | Boston Research & Management Inc | 76.018 | -0,14 | 9 | 0,00 | ||||
| 2026-01-23 | 13F | Norris Perne & French Llp/mi | 119.199 | 3,31 | 14.325 | 4,49 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 33 | 32,00 | 4 | 50,00 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 5.660 | -7,92 | 680 | -6,85 | ||||
| 2026-02-02 | 13F | Citizens Business Bank | 55.414 | -2,35 | 6.660 | -1,25 | ||||
| 2026-02-17 | 13F | Berkshire Bank | 4.555 | -2,67 | 547 | -1,62 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 1.677 | 0,12 | 202 | 1,01 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 576.056 | -1,43 | 69.230 | -0,31 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 5.112 | 0,18 | 1 | |||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 935 | 12,38 | 112 | 14,29 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 211.673 | 0,13 | 25.439 | 1,26 | ||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 3.066 | 0,00 | 368 | 1,10 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 26.094 | -78,08 | 3.136 | -77,84 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 138.649 | -9,31 | 16.663 | -8,28 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 120 | 0 | ||||||
| 2025-10-30 | 13F | Nadler Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 549 | 3,78 | 66 | 4,84 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 5.061 | -0,78 | 608 | 0,33 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 62.467 | 7,04 | 7.507 | 8,26 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 84.984 | 10.213 | ||||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 54.305 | -6,23 | 6.526 | -5,16 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 19.183 | 2.305 | ||||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 14.338 | -0,14 | 1.723 | 1,00 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 71.794 | 90,10 | 8.628 | 92,29 | ||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 184.252 | 0,22 | 22.143 | 1,35 | ||||
| 2026-02-17 | 13F | Bayesian Capital Management, LP | 2.277 | 274 | ||||||
| 2026-02-02 | 13F | Partners in Financial Planning | 2.297 | 0,04 | 276 | 1,47 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 482 | 0,00 | 58 | 0,00 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 492.711 | -1,34 | 59.214 | -0,22 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 100 | -43,82 | 12 | -36,84 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 69.292 | 65,07 | 8.328 | 66,94 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 13 | 1 | ||||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 288.162 | -6,60 | 34.631 | -5,54 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 5.145 | 0,00 | 611 | 8,72 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 158.609 | -4,30 | 19.062 | -3,21 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 17.434 | -0,84 | 2.095 | 0,29 | ||||
| 2026-02-06 | 13F | Radnor Capital Management, LLC | 3.305 | 23,27 | 397 | 24,84 | ||||
| 2026-01-21 | 13F | Yousif Capital Management, Llc | 187.909 | -9,96 | 23.831 | -3,90 | ||||
| 2026-01-28 | 13F | Davidson Capital Management Inc. | 2.384 | 0,00 | 287 | 1,06 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 47.707 | 11,42 | 5.733 | 12,68 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 16.843 | -1,69 | 2.024 | -0,54 | ||||
| 2026-02-12 | 13F | Penobscot Wealth Management | 3.013 | -0,76 | 362 | 0,56 | ||||
| 2026-01-28 | 13F | Cape Ann Savings Bank | 32.035 | -0,30 | 3.850 | 0,81 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 80.573 | 53,80 | 9.683 | 55,55 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 537.086 | -0,97 | 63.822 | 7,67 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 309 | -42,13 | 37 | -41,27 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 4.488 | -7,83 | 539 | -6,75 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 23.388 | 17,31 | 3 | 0,00 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 567.432 | 2,88 | 68.194 | 4,05 | ||||
| 2026-02-06 | 13F | Yanni & Associates Investment Advisors, LLC | 13.218 | 1.589 | ||||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 126.266 | -1,22 | 15 | 0,00 | ||||
| 2026-01-22 | 13F | Alpha Omega Wealth Management LLC | 9.722 | -0,34 | 1.168 | 0,78 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 2.179 | -94,80 | 262 | -94,75 | ||||
| 2026-01-20 | 13F | RPG Investment Advisory, LLC | 9.382 | 12,41 | 1.128 | 13,72 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 34 | 4 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 887.260 | 8,39 | 107 | 9,28 | ||||
| 2026-01-12 | 13F | Perkins Coie Trust Co | 372 | 0,00 | 45 | 0,00 | ||||
| 2026-01-16 | 13F | M3 Advisory Group, LLC | 2.532 | -10,18 | 304 | -9,25 | ||||
| 2026-02-06 | 13F | Texas Bank & Trust Co | 8.860 | 0,76 | 1.065 | 1,92 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 153.044 | 2,78 | 18.393 | 3,95 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 1.293 | 1,41 | 155 | 2,65 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 1.655 | 212 | ||||||
| 2026-01-28 | 13F | FORM Wealth Advisors, LLC | 217.827 | -3,58 | 26.178 | 6,03 | ||||
| 2026-02-11 | 13F | Boyer & Corporon Wealth Management, LLC | 2.035 | 245 | ||||||
| 2026-01-23 | 13F | Ashford Advisors, LLC | 3.685 | -34,92 | 443 | -34,23 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 11.232 | -0,48 | 1.350 | 0,60 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 630.262 | 2,21 | 75.745 | 3,38 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 50 | 0,00 | 6 | 20,00 | ||||
| 2026-01-05 | 13F | Jacobs & Co/ca | 1.836 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 912 | 0,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Aaron Wealth Advisors LLC | 13.719 | 0,23 | 1.649 | 1,35 | ||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 5.902 | 1,17 | 709 | 2,31 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 11.360 | 1,13 | 1.366 | 2,32 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 189.815 | -23,51 | 22.812 | -22,64 | ||||
| 2026-01-23 | 13F | Schwab Charitable Fund | 6.741 | -3,42 | 810 | -2,29 | ||||
| 2026-01-26 | 13F | Steinberganna Wealth Management | 1.806 | -1,47 | 217 | -0,46 | ||||
| 2025-10-01 | 13F | Park National Corp /oh/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 17.306 | -1,78 | 2.080 | -0,67 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 44.741 | 1,87 | 5.377 | 3,03 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 9.721 | 1,16 | 1.168 | 2,37 | ||||
| 2026-01-07 | 13F | TCP Asset Management, LLC | 3.313 | -5,59 | 398 | -4,33 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 40.663 | 2,25 | 4.887 | 3,41 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 444.527 | 8,90 | 53.423 | 10,14 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 172.334 | -1,68 | 20.711 | -0,56 | ||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 21.324 | 2.563 | ||||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 20.503 | -11,74 | 2.464 | -10,76 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 2.946 | -13,17 | 354 | -12,16 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 38.619 | -13,15 | 4.641 | -12,15 | ||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 4.714 | 0,66 | 567 | 1,80 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 1.318 | 14,81 | 158 | 16,18 | ||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 13.185 | -30,73 | 1.585 | -29,94 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 5.903 | -10,06 | 709 | -8,99 | ||||
| 2026-01-21 | 13F | Asio Capital, LLC | 63.734 | -6,20 | 7.660 | -5,14 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 137.050 | 124,09 | 16.471 | 126,64 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 3.906 | -89,52 | 469 | -89,10 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.898.843 | -1,40 | 588.743 | -0,28 | ||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 16.151 | -4,75 | 1.941 | -3,67 | ||||
| 2026-01-29 | 13F | TKG Advisors, LLC | 64.259 | 1,52 | 7.723 | 2,67 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 3.353 | -3,46 | 398 | 5,01 | ||||
| 2026-01-08 | 13F | Kure Advisory, LLC | 82.074 | 3,58 | 9.864 | 4,76 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3.041 | -6,03 | 365 | -4,95 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 20.293 | -0,32 | 2.439 | 0,79 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 26.372 | 3.169 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 103.971 | 15,19 | 12.495 | 16,50 | ||||
| 2026-01-16 | 13F/A | Beacon Investment Advisory Services, Inc. | 939.329 | 5,74 | 112.889 | 6,94 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 68.549 | 21,97 | 8.238 | 23,36 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 6.298 | 0,00 | 757 | 1,07 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 21.225 | 12,83 | 2.551 | 14,09 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 293.183 | -4,76 | 35.235 | -3,68 | ||||
| 2025-11-13 | 13F | 1 North Wealth Services Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Rossmore Private Capital | 84.032 | 13,78 | 10.099 | 15,06 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 3.305 | 0,00 | 397 | 1,28 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 27.298 | 24,25 | 3.281 | 25,67 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 25.983 | 3.123 | ||||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 19.201 | 39,19 | 2.308 | 40,76 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 7.017 | 0,01 | 843 | 1,20 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 64.497 | -10,82 | 7.751 | -9,80 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tenzing Financial LLC | 3.031 | 364 | ||||||
| 2026-01-13 | 13F | Norden Group Llc | 2.978 | 0,00 | 358 | 1,13 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 6.294 | -8,76 | 756 | -7,69 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 361.345 | 36,60 | 43.426 | 38,15 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 12.309 | 4,25 | 1.479 | 5,42 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 2.761 | -3,12 | 332 | -2,07 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 204.561 | 1,48 | 24.584 | 2,63 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 5.183 | 0,00 | 623 | 1,14 | ||||
| 2026-01-15 | 13F | Trust Co | 4.580 | 1.675,19 | 550 | 1.733,33 | ||||
| 2025-11-14 | 13F | Mangrove Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 14.413 | -55,04 | 1.732 | -54,53 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 2.905 | 4,76 | 349 | 6,08 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 261.899 | 1,28 | 31.475 | 2,43 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 150 | 0,00 | 18 | 5,88 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 43.910 | 0,42 | 5.277 | 1,58 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 3.367 | 0,84 | 405 | 2,02 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 10.938 | -2,03 | 1.314 | -0,90 | ||||
| 2026-01-07 | 13F | Lynch & Associates/in | 59.380 | 3,43 | 7.136 | 4,60 | ||||
| 2026-01-06 | 13F | Chemistry Wealth Management LLC | 10.729 | -1,97 | 1.289 | -0,85 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 160.492 | -6,77 | 19.288 | -5,71 | ||||
| 2026-02-02 | 13F | SevenBridge Financial Group, LLC | 17.075 | -3,61 | 2.188 | 3,40 | ||||
| 2026-02-10 | 13F | Ade, Llc | 6.342 | -0,31 | 762 | 0,93 | ||||
| 2026-01-14 | 13F | Woodstock Corp | 9.245 | 0,00 | 1.111 | 1,18 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 11.993 | 0,00 | 1.441 | 1,12 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 35.928 | -0,54 | 4.318 | 0,58 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 307.194 | -0,13 | 36.919 | 1,00 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 348.630 | 0,28 | 41.898 | 1,42 | ||||
| 2026-01-12 | 13F | Moody National Bank Trust Division | 54.586 | -13,50 | 6.560 | -12,51 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 9.020 | 4,74 | 1.084 | 5,87 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 170.351 | -1,81 | 20.473 | -0,70 | ||||
| 2026-02-10 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 60.102 | -11,32 | 7.223 | -10,31 | ||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 173.522 | 1,15 | 20.620 | 9,98 | ||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 162.679 | -0,39 | 19.551 | 0,74 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 1.565 | 204 | ||||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 93.739 | 6,17 | 11.265 | 7,38 | ||||
| 2025-11-14 | 13F | Sig Brokerage, Lp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 74.142 | -33,67 | 8.910 | -32,92 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 17.813 | -65,71 | 2.141 | -65,33 | ||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 2 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 37.487 | 4,17 | 4.505 | 5,36 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 410 | -1,91 | 49 | 0,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.156.422 | 24,51 | 138.979 | 25,93 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 12.032 | 2,80 | 1.446 | 4,03 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 14.095.517 | 2,67 | 1.693.999 | 3,83 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 5.913 | 711 | ||||||
| 2026-01-09 | 13F | S.E.E.D. Planning Group LLC | 5.660 | -2,16 | 680 | -1,02 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 8.631 | 0,45 | 1.037 | 1,67 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 13.540 | 0,81 | 1.627 | 1,94 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 46.975 | 6,43 | 5.645 | 7,65 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 645 | -12,72 | 78 | -11,49 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 5.139 | 54,88 | 618 | 56,60 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 67 | 0,00 | 8 | 14,29 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 690 | 83 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 6.366 | 5,22 | 765 | 6,55 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 11.283 | -3,65 | 1.356 | -2,52 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 39.889 | 4,45 | 4.794 | 5,64 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 629.273 | 74,19 | 75.427 | 75,71 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 3.522 | 0,46 | 423 | 1,68 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 5.754 | -2,19 | 691 | -1,14 | ||||
| 2026-01-29 | 13F | Solidarilty Wealth, LLC | 1.974 | -95,60 | 237 | -95,55 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 32.983 | 0,38 | 3.964 | -0,43 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 29.702 | 45,07 | 3.570 | 46,75 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 89.918 | 1,82 | 10.806 | 2,98 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 35.162 | 3,18 | 4.226 | 4,35 | ||||
| 2026-01-22 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 18.211 | 0,00 | 2.342 | 8,23 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 23.841 | 8,02 | 2.865 | 9,27 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 7.803 | -0,29 | 938 | 0,86 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 71.473 | -17,91 | 8.590 | -16,98 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 581 | -39,67 | 70 | -39,47 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 19.118 | 8,91 | 2.298 | 10,17 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 640 | 76 | ||||||
| 2025-09-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 76.782 | 0,00 | 8.468 | 10,13 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 6.197 | 162,25 | 745 | 165,71 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 336 | 11,26 | 0 | |||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 1.972 | 0,00 | 237 | 0,85 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 9.440.907 | 0,79 | 1.134.608 | 1,94 | ||||
| 2026-01-29 | 13F | Warren Street Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | FC Advisory LLC | 4.389 | 0,94 | 527 | 2,13 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 15.211 | 1,23 | 1.984 | 11,03 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 1.384 | 2,37 | 166 | 3,75 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 42.687 | -24,68 | 5.130 | -23,82 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 4.675 | 118,36 | 562 | 140,77 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 11.942 | 7,76 | 1.435 | 9,04 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 5.442 | 0,02 | 654 | 1,24 | ||||
| 2026-01-09 | 13F | Rf&l Wealth Management, Llc | 7.314 | 2,09 | 879 | 3,17 | ||||
| 2026-02-13 | 13F | Sunbeam Capital Management, LLC | 11.232 | 1.350 | ||||||
| 2026-02-09 | 13F | Roundview Capital LLC | 9.688 | 0,00 | 1.164 | 1,13 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 3.682 | 87,28 | 442 | 89,70 | ||||
| 2026-02-03 | 13F | Credit Industriel Et Commercial | 260 | -88,12 | 31 | -88,08 | ||||
| 2026-01-30 | 13F | Dale Q Rice Investment Management Ltd | 4.148 | -12,17 | 499 | -10,59 | ||||
| 2026-01-16 | 13F | West Branch Capital LLC | 375 | -30,56 | 45 | -29,69 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 278 | -4,79 | 37 | 5,88 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 1.933 | -3,11 | 232 | -2,11 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 27.192 | -9,07 | 3.268 | -8,05 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 20.993 | -2,50 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 270.842 | 0,49 | 32.550 | 1,63 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 5.726 | -1,21 | 688 | 0,00 | ||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 3.355 | -2,64 | 403 | -1,47 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 25.787 | -2,06 | 3.099 | -0,93 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 1.027 | 0,00 | 123 | 0,82 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 49.866 | -2,03 | 5.993 | -0,93 |
Other Listings
| US:IJR | $122,89 |
