Temel İstatistikler
| Kurumsal Sahipler | 685 total, 685 long only, 0 short only, 0 long/short - change of 5,11% MRQ |
| Ortalama Portföy Dağıtımı | 0.4705 % - change of 0,21% MRQ |
| Kurumsal Hisseler (Uzun) | 38.105.142 (ex 13D/G) - change of -1,22MM shares -4,25% MRQ |
| Kurumsal Değer (Uzun) | $ 4.732.583 USD ($1000) |
Kurumsal Mülkiyet ve Hissedarlar
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (MX:VSS) var 685 Menkul Kıymetler Borsası Komisyonuna (SEC) 13D/G veya 13F formları dolduran kurumsal sahipler ve hissedarlar. Bu kurumların toplam 38,105,142 hissesi bulunmaktadır. En büyük hissedarlar arasındakiler: Empower Advisory Group, LLC, Mason Investment Advisory Services, Inc., Natixis Advisors, L.p., Bessemer Group Inc, State of New Jersey Common Pension Fund D, 1832 Asset Management L.P., Charles Schwab Investment Management Inc, SRS Capital Advisors, Inc., Assetmark, Inc, and Jones Financial Companies Lllp .
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (BMV:VSS) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-13 | 13F | Tortoise Investment Management, LLC | 32.640 | -0,57 | 4.653 | 5,46 | ||||
| 2025-11-04 | 13F | Cutler Investment Counsel Llc | 58.685 | 5,75 | 8.366 | 12,18 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 12.523 | 3,51 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 218 | 2,35 | 31 | 3,33 | ||||
| 2025-11-14 | 13F | CI Private Wealth, LLC | 257.470 | -3,34 | 36.702 | 2,53 | ||||
| 2025-10-24 | 13F | Elser Financial Planning, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 131.196 | 15,48 | 17.632 | 34,25 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | TruNorth Capital Management, LLC | 872 | 65,46 | 124 | 77,14 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19.972 | 4,50 | 2.684 | 21,45 | ||||
| 2025-11-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Sincerus Advisory, LLC | 14.132 | 2,41 | 2.026 | 2,95 | ||||
| 2025-10-23 | 13F | SLT Holdings LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 171 | 0,00 | 25 | 0,00 | ||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 38.215 | -78,71 | 5 | -79,17 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 3.742 | 2,07 | 536 | 2,68 | ||||
| 2025-12-17 | 13F/A | Strategic Investment Advisors / MI | 240 | -99,24 | 3.958 | -6,39 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 26.612 | 0,58 | 3.814 | 1,14 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 4.629 | 36,59 | 660 | 44,84 | ||||
| 2026-01-27 | 13F | Fiduciary Advisors, Inc. | 25.660 | 7,11 | 3.678 | 7,67 | ||||
| 2025-11-06 | 13F | Fusion Family Wealth LLC | 59.969 | -44,09 | 85.486 | 493,11 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 2.556 | 0,00 | 366 | 0,55 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 16.459 | 2,88 | 2.359 | 3,46 | ||||
| 2026-01-20 | 13F | Red Door Wealth Management, LLC | 3.207 | 6,69 | 460 | 7,24 | ||||
| 2025-11-14 | 13F | Mml Investors Services, Llc | 27.788 | -29,38 | 3.961 | 79.120,00 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 204 | 0,00 | 29 | 7,41 | ||||
| 2025-11-14 | 13F | Wit, Llc | 658.548 | 0,00 | 93.876 | 6,07 | ||||
| 2026-01-12 | 13F | Arbor Wealth Advisors LLC | 23.214 | 0,00 | 3.327 | 0,54 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 232 | -52,85 | 31 | -44,64 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 20 | 3 | ||||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 523 | 0,00 | 75 | 0,00 | ||||
| 2026-01-26 | 13F | Farnam Financial LLC | 3.377 | 484 | ||||||
| 2025-11-13 | 13F | Parallel Advisors, LLC | 2.277 | 5,12 | 325 | 11,34 | ||||
| 2025-11-25 | 13F | KERR FINANCIAL PLANNING Corp | 200 | 28 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 93.262 | -12,28 | 13.367 | -11,80 | ||||
| 2025-10-20 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Hartland & Co., LLC | 3.470 | -1,50 | 495 | 4,44 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 85.740 | 5,23 | 12.289 | 5,81 | ||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 24.656 | 1,55 | 3.534 | 2,08 | ||||
| 2026-02-02 | 13F | Falcon Wealth Planning | 18.285 | -3,18 | 2.621 | -2,67 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 18 | 3 | ||||||
| 2025-10-24 | 13F | MorganRosel Wealth Management, LLC | 3.512 | 8,00 | 501 | 14,42 | ||||
| 2025-11-04 | 13F | PAX Financial Group, LLC | 4.902 | 0,20 | 699 | 6,24 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 30.283 | 13,79 | 4.445 | 16,79 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 346 | 0,00 | 50 | 0,00 | ||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 2.746 | 0,00 | 391 | 5,96 | ||||
| 2025-10-15 | 13F | Plancorp, LLC | 1.437 | 205 | ||||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 15.820 | -2,24 | 2.267 | -1,69 | ||||
| 2025-10-17 | 13F | Clune & Associates, Ltd. | 35.091 | 8,43 | 5.002 | 15,01 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 25.518 | -1,24 | 4 | 0,00 | ||||
| 2025-11-13 | 13F | Mackenzie Financial Corp | 42.591 | 0,76 | 6.071 | 6,88 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 78 | 0,00 | 11 | 0,00 | ||||
| 2025-11-12 | 13F | Accent Capital Management, LLC | 200 | 0,00 | 29 | 7,69 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 4.256 | 0,00 | 610 | 0,66 | ||||
| 2026-01-12 | 13F | Beacon Financial Strategies CORP | 8 | 1 | ||||||
| 2025-11-04 | 13F | Welch & Forbes Llc | 10.334 | 0,00 | 1.473 | 6,12 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 8.990 | 3,14 | 1.289 | 3,70 | ||||
| 2025-10-30 | 13F | BKD Wealth Advisors, LLC | 3.475 | 495 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 168 | -2,33 | 24 | 0,00 | ||||
| 2026-01-23 | 13F | Eagle Bay Advisors LLC | 2.615 | -33,29 | 375 | -32,97 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 50 | 0,00 | 7 | 0,00 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 2.000 | 1,99 | 287 | 2,51 | ||||
| 2025-10-10 | 13F | Putnam Fl Investment Management Co | 3.938 | -0,08 | 561 | 6,05 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 2.949 | 0,00 | 423 | 0,48 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 64.594 | 0,64 | 9.258 | 1,19 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 103.843 | 7,97 | 14.803 | 14,52 | ||||
| 2026-01-05 | 13F | Anderson Hoagland & Co | 1.426 | -31,01 | 204 | -30,61 | ||||
| 2026-01-05 | 13F | JDH Wealth Management, LLC | 7.951 | 0,00 | 1.140 | 0,53 | ||||
| 2025-11-14 | 13F | Evoke Wealth, Llc | 2.450 | 59,92 | 349 | 70,24 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 1.995 | 11,76 | 286 | 12,20 | ||||
| 2025-11-06 | 13F | Wedbush Securities Inc | 3.872 | 0,55 | 1 | |||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 12 | 0,00 | 2 | 0,00 | ||||
| 2025-10-27 | 13F | Td Private Client Wealth Llc | 1 | 0 | ||||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 8.986 | 1,45 | 1.281 | 7,65 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 100 | 75,44 | 14 | 133,33 | ||||
| 2025-11-13 | 13F | Betterment LLC | 1.948 | 6,39 | 0 | |||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 12.296 | 34,56 | 1.762 | 35,33 | ||||
| 2026-01-12 | 13F | JGP Wealth Management, LLC | 2.236 | -0,09 | 320 | 0,00 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 13 | 0,00 | 2 | 0,00 | ||||
| 2025-11-10 | 13F | EverSource Wealth Advisors, LLC | 6.487 | 3,12 | 925 | 9,35 | ||||
| 2025-12-03 | 13F | Strategic Investment Solutions, Inc. /IL | 2.247 | 320 | ||||||
| 2026-01-23 | 13F | Avion Wealth | 71 | 0,00 | 0 | |||||
| 2025-10-08 | 13F | Asset Allocation Strategies LLC | 10.962 | -19,75 | 1.563 | -14,88 | ||||
| 2026-01-05 | 13F | Rosenberg Matthew Hamilton | 5 | -58,33 | 1 | -100,00 | ||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 5.062 | -0,04 | 726 | 0,55 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 312 | 45 | ||||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 4.225 | 14,19 | 602 | 21,13 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 67.135 | -12,97 | 9.570 | -7,68 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 823 | 61,06 | 123 | 69,44 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 301.868 | -3,09 | 43.031 | 2,79 | ||||
| 2025-11-13 | 13F | Fmr Llc | 359.017 | 809,69 | 51.178 | 865,06 | ||||
| 2026-01-22 | 13F | Encompass Wealth Advisors, Llc | 6.964 | 0,43 | 998 | 1,01 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 2.189 | 1,96 | 314 | 2,29 | ||||
| 2025-11-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7.310 | 0,87 | 1.046 | 7,39 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 1.346 | -1,03 | 193 | -0,52 | ||||
| 2026-02-03 | 13F | Grove Street Fiduciary, LLC | 69.392 | -4,18 | 9.946 | -3,66 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 3.412 | -2,99 | 489 | -2,40 | ||||
| 2026-01-14 | 13F | Cushing Capital Partners, LLC | 12.760 | -5,05 | 1.829 | -4,54 | ||||
| 2025-11-13 | 13F | United Financial Planning Group LLC | 239 | 34 | ||||||
| 2026-01-08 | 13F | Ulland Investment Advisors, LLC | 125 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 3.032 | -1,24 | 435 | -0,69 | ||||
| 2025-11-07 | 13F | Essex Financial Services, Inc. | 2.616 | 0,00 | 373 | 5,98 | ||||
| 2025-11-14 | 13F | Community Bank, N.A. | 2.168 | 309 | ||||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 28.913 | 0,86 | 4.144 | 1,42 | ||||
| 2025-11-13 | 13F | Bank Of Montreal /can/ | 348.956 | 20,15 | 49.744 | 27,44 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 23.504 | 2,63 | 3.369 | 3,19 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 138 | -22,47 | 20 | -17,39 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 6.935 | -18,33 | 994 | -17,93 | ||||
| 2025-11-06 | 13F | First National Trust Co | 1.722 | 0,00 | 245 | 6,06 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 17 | 6,25 | ||||||
| 2025-10-28 | 13F | Nwam Llc | 9.921 | 2,53 | 1.411 | 8,62 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 1.209 | 0,00 | 173 | 0,58 | ||||
| 2026-01-13 | 13F | IFG Advisors, LLC | 71.488 | 0,44 | 10.246 | 0,99 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 27.869 | 0,00 | 3.994 | 0,55 | ||||
| 2025-10-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Boston Standard Wealth Management, LLC | 47.198 | 3,69 | 6.765 | 4,24 | ||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 22 | 0,00 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Family CFO Inc | 83.721 | -2,33 | 12.000 | -1,79 | ||||
| 2025-11-07 | 13F | Rothschild Investment Llc | 907 | 0,00 | 129 | 6,61 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 46.471 | -1,72 | 6.624 | 4,25 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2025-12-01 | 13F/A | Cambria Investment Management, L.P. | 62.690 | 8.936 | ||||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 94 | 0,00 | 13 | 0,00 | ||||
| 2025-11-07 | 13F | Investment Partners, Ltd. | 5.497 | -3,31 | 784 | 2,62 | ||||
| 2025-11-14 | 13F | Redwood Investment Management, Llc | 127.388 | -22,74 | 18 | -18,18 | ||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 317 | -2,16 | 45 | 4,65 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 252.000 | 425,00 | 36 | 483,33 | ||||
| 2025-10-15 | 13F | Vontobel Holding Ltd. | 160.000 | 0,00 | 22.808 | 6,07 | ||||
| 2025-11-24 | 13F | Cherry Tree Wealth Management, LLC | 11.005 | -1,85 | 1.569 | 4,12 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 569 | 24,78 | 81 | 32,79 | ||||
| 2025-11-14 | 13F | DRW Securities, LLC | 9.816 | -43,79 | 1.398 | -40,45 | ||||
| 2025-11-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3.708 | -0,94 | 531 | -0,38 | ||||
| 2025-11-04 | 13F | SGL Investment Advisors, Inc. | 4.515 | 19,92 | 643 | 27,13 | ||||
| 2025-10-23 | 13F | Sound Financial Strategies Group, LLC | 5.018 | -2,32 | 715 | 3,62 | ||||
| 2025-11-03 | 13F | Ballentine Partners, LLC | 12.247 | -4,30 | 1.746 | 1,51 | ||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 51.189 | -39,55 | 6.879 | -29,72 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 32.910 | 17,22 | 4.717 | 17,87 | ||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 265 | 0,00 | 38 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 24 | 50,00 | 3 | 200,00 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 2.977 | 0,00 | 427 | 0,24 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 135.651 | -0,99 | 19.443 | -0,45 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 106.656 | 0,68 | 15.287 | 1,24 | ||||
| 2025-10-09 | 13F | Voya Financial Advisors, Inc. | 18.753 | 10,29 | 2.667 | 17,60 | ||||
| 2025-11-06 | 13F | Beckerman Institutional, LLC | 5.139 | -0,02 | 733 | |||||
| 2025-11-26 | 13F/A | Jpmorgan Chase & Co | 119.491 | 1,28 | 17.033 | 7,43 | ||||
| 2026-01-22 | 13F/A | Cresset Asset Management, LLC | 2.805 | 0,00 | 400 | 6,12 | ||||
| 2025-11-03 | 13F | Tobias Financial Advisors, Inc. | 23.266 | 0,23 | 3.317 | 6,32 | ||||
| 2026-01-20 | 13F | American National Bank | 500 | 0,00 | 72 | 0,00 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 221 | 0,00 | 32 | 0,00 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 3.348 | 9,81 | 480 | 10,37 | ||||
| 2025-11-14 | 13F | Squarepoint Ops LLC | 2.278 | -40,15 | 325 | -36,59 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 20.669 | 0,71 | 2.963 | 1,26 | ||||
| 2025-11-10 | 13F | Alteri Wealth LLC | 1.445 | 206 | ||||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 3.466 | -0,09 | 497 | 0,40 | ||||
| 2026-01-22 | 13F | Paragon Capital Management Ltd | 8.658 | 0,00 | 1.241 | 0,49 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 1.672 | 238 | ||||||
| 2025-11-10 | 13F | Citigroup Inc | 11.008 | -4,56 | 1.569 | 1,29 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 5.247 | -0,32 | 752 | 0,27 | ||||
| 2025-11-13 | 13F | Pathstone Holdings, LLC | 324.862 | 0,03 | 46.309 | 7,56 | ||||
| 2025-11-13 | 13F | Deutsche Bank Ag\ | 3.349 | -7,05 | 477 | -1,45 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 446 | -4,90 | 64 | 0,00 | ||||
| 2025-11-14 | 13F | CSM Advisors, LLC | 126.550 | 0,00 | 18 | 5,88 | ||||
| 2025-11-13 | 13F | Vise Technologies, Inc. | 2.046 | 292 | ||||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 9.399 | -1,95 | 1.347 | -1,39 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 1.971 | -60,92 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7.828 | -0,77 | 1.052 | 15,37 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4.741 | 0,57 | 637 | 17,10 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 2.666 | 0,11 | 380 | 6,44 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 187 | 3,31 | 27 | 4,00 | ||||
| 2025-11-12 | 13F | BlackRock, Inc. | 3.346 | 88,29 | 477 | 100,00 | ||||
| 2025-11-14 | 13F | Mpwm Advisory Solutions, Llc | 113 | 0,00 | 16 | 6,67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | McGrath & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Columbia River Financial Group, LLC | 6.768 | -12,57 | 1 | -100,00 | ||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 21.531 | 9,35 | 3.086 | 9,98 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 3.313 | -5,34 | 475 | -4,82 | ||||
| 2026-01-26 | 13F | Level Financial Advisors, Inc. | 14.884 | -3,58 | 2.133 | -3,05 | ||||
| 2025-10-23 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | CIISX - Causeway International Small Cap Fund Institutional Class | 4.135 | -85,50 | 556 | -83,16 | ||||
| 2025-11-06 | 13F | Boston Private Wealth Llc | 15.752 | -38,86 | 2.245 | -35,15 | ||||
| 2025-11-12 | 13F | Barclays Plc | 1.145 | 0,00 | 163 | |||||
| 2026-01-22 | 13F | Whitaker-Myers Wealth Managers, LTD. | 64.881 | 7,85 | 9.299 | 8,44 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 5.024 | 0,80 | 720 | 1,41 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 26.824 | 2,49 | 3.824 | 8,70 | ||||
| 2025-11-13 | 13F | Wealth Watch Advisors, INC | 200 | 29 | ||||||
| 2026-01-26 | 13F | Yoffe Investment Management, LLC | 5.212 | 0,00 | 747 | 0,67 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 73 | 1,39 | 10 | 0,00 | ||||
| 2025-11-13 | 13F | Natixis Advisors, L.p. | 1.860.261 | -13,48 | 265 | -7,99 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 16.283 | 7,20 | 2.334 | 7,76 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 67 | 0 | ||||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 3.226 | 2,90 | 462 | 3,59 | ||||
| 2025-11-14 | 13F | Larson Financial Group LLC | 7.900 | -2,60 | 1.126 | 3,30 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 4.932 | 2,18 | 707 | 2,62 | ||||
| 2026-01-14 | 13F | Smith Thornton Advisors LLC | 2.500 | 0,00 | 358 | 0,56 | ||||
| 2025-11-10 | 13F | Kovitz Investment Group Partners, LLC | 1.932 | -0,21 | 275 | 5,77 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 29.276 | -2,05 | 4.196 | -1,50 | ||||
| 2025-10-21 | 13F | Fountainhead AM, LLC | 79.740 | 5,34 | 11.367 | 11,74 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 10.288 | -0,10 | 1 | 0,00 | ||||
| 2025-11-12 | 13F | Advisory Alpha, LLC | 318.906 | 3,45 | 45.625 | 10,13 | ||||
| 2025-10-31 | 13F | First Citizens Bank & Trust Co | 5.167 | -19,68 | 737 | -14,81 | ||||
| 2026-01-09 | 13F | Congress Asset Management Co /ma | 11.341 | -8,64 | 1.625 | -8,14 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 70.968 | 1,53 | 10.172 | 2,08 | ||||
| 2025-11-14 | 13F | Aberdeen Wealth Management LLC | 23.690 | 0,43 | 3.377 | 6,53 | ||||
| 2025-10-09 | 13F | North Capital, Inc. | 1.394 | 0,58 | 199 | 6,45 | ||||
| 2025-11-12 | 13F | Clarion Wealth Managment Partners, LLC | 3.297 | -10,60 | 470 | -5,25 | ||||
| 2025-11-14 | 13F | Wealthspire Advisors, LLC | 7.636 | 138,70 | 1.089 | 153,61 | ||||
| 2025-12-29 | 13F | Cape Investment Advisory, Inc. | 170 | -51,98 | 24 | -48,94 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 1.504 | -10,74 | 216 | -10,42 | ||||
| 2025-10-27 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Scotia Capital Inc. | 3.738 | 3,37 | 533 | 9,69 | ||||
| 2026-01-13 | 13F | Matrix Trust Co | 1.866 | -78,26 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 3.376 | 9,50 | 516 | 16,48 | ||||
| 2025-11-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 20.252 | 38,40 | 2.887 | 46,80 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | Palisade Asset Management, LLC | 99 | 14 | ||||||
| 2025-11-07 | 13F | HighTower Advisors, LLC | 185.659 | -0,79 | 26.466 | 5,24 | ||||
| 2025-10-02 | 13F | Caldwell Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 1.846.382 | -3,54 | 263 | 2,33 | ||||
| 2025-11-07 | 13F | St. Louis Trust Co | 25.037 | 0,00 | 3.569 | 6,09 | ||||
| 2025-11-17 | 13F | Sterling Wealth Management, Inc. | 1.839 | -2,75 | 262 | 3,15 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 8.625 | -6,64 | 1.236 | -6,08 | ||||
| 2025-11-13 | 13F | Dorsey & Whitney Trust CO LLC | 8.025 | 0,00 | 1.144 | 6,03 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 1.449 | 207 | ||||||
| 2025-11-14 | 13F | Vance Wealth, Inc. | 11.603 | -1,09 | 1.654 | 4,95 | ||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 361.259 | -24,11 | 51.497 | -19,50 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 1.792 | 2,34 | 257 | 2,81 | ||||
| 2025-11-07 | 13F | May Hill Capital, LLC | 2.117 | -27,65 | 302 | -23,41 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 3.822 | 548 | ||||||
| 2025-11-13 | 13F | Athena Investment Management | 1.800 | 0,00 | 257 | 6,22 | ||||
| 2025-11-21 | 13F | Newport Capital Group, LLC | 1.704 | 0,00 | 243 | 5,68 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9.783 | 27,18 | 1.402 | 27,92 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 9.039 | -4,81 | 1.296 | -4,29 | ||||
| 2025-10-30 | 13F | Bailard, Inc. | 6.022 | 0,00 | 858 | 6,06 | ||||
| 2026-02-02 | 13F | Sunesis Advisors, LLC | 2.982 | 0,00 | 427 | 0,47 | ||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 7.458 | 40,08 | 1.069 | 40,90 | ||||
| 2025-11-06 | 13F | Harpswell Capital Advisors, LLC | 26.912 | 3.836 | ||||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 95.451 | -7,27 | 12.828 | 7,81 | ||||
| 2025-10-20 | 13F | Pure Financial Advisors, Inc. | 9.295 | -4,67 | 1.325 | 1,07 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.373 | 1.122,10 | 483 | 1.138,46 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 190 | 8,57 | 27 | 12,50 | ||||
| 2026-01-09 | 13F | Hardin Capital Partners, LLC | 1.729 | 13,68 | 248 | 14,35 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 14.258 | 3,83 | 2.044 | 4,39 | ||||
| 2025-11-10 | 13F | Aire Advisors, Llc | 3.252 | 0,09 | 464 | 6,19 | ||||
| 2025-11-14 | 13F | Colony Group, LLC | 33.037 | -18,70 | 4.710 | -13,77 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 1.064 | -4,06 | 152 | 1,34 | ||||
| 2025-11-03 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.100 | -2,94 | 442 | 2,80 | ||||
| 2026-02-02 | 13F | Balentine LLC | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-01-14 | 13F | BWM Planning, LLC | 5.618 | 9,41 | 805 | 10,12 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 1.578 | 0,00 | 226 | 0,89 | ||||
| 2025-11-14 | 13F | Peapack Gladstone Financial Corp | 69.354 | -2,38 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10.922 | 0,97 | 1.468 | 17,36 | ||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | 333.821 | -0,30 | 47.586 | 5,76 | ||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 174.308 | -6,02 | 24.848 | -0,31 | ||||
| 2025-11-03 | 13F | Foundations Investment Advisors, LLC | 1.518 | -74,04 | 216 | -72,48 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 105 | 0,00 | 15 | 7,14 | ||||
| 2025-11-13 | 13F | SCS Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-21 | 13F | Bell Investment Advisors, Inc | 10.976 | -0,23 | 1.565 | 5,82 | ||||
| 2025-11-05 | 13F | MCF Advisors LLC | 162 | 0,00 | 23 | 9,52 | ||||
| 2025-11-14 | 13F | Wealth Preservation Advisors, LLC | 22 | 0,00 | 3 | 50,00 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 118.015 | 0,87 | 16.915 | 1,42 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 438 | 0,00 | 63 | 0,00 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Morgan Stanley | 657.870 | -12,19 | 93.780 | -6,86 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 5.343 | 766 | ||||||
| 2025-10-20 | 13F | HighMark Wealth Management LLC | 16 | -15,79 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 721.353 | -1,80 | 103.392 | -1,26 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | 0 | ||||||
| 2026-01-23 | 13F | Fortress Financial Solutions, LLC | 1.470 | 211 | ||||||
| 2025-11-06 | 13F | CIBC World Markets Inc. | 2.540 | 2,21 | 362 | 8,71 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 3.706 | 0,00 | 528 | 6,02 | ||||
| 2026-01-08 | 13F | Charis Legacy Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 4.623 | -0,54 | 659 | 5,61 | ||||
| 2026-01-21 | 13F | Gpwm Llc | 52.275 | 4,93 | 7.493 | 5,51 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 4.535 | -3,47 | 666 | -1,63 | ||||
| 2025-11-06 | 13F | Atria Investments Llc | 11.285 | 19,96 | 1.609 | 27,22 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 58.384 | -2,20 | 8.368 | -1,66 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 14 | 0 | ||||||
| 2025-11-12 | 13F | Victory Capital Management Inc | 23.072 | -54,97 | 3.289 | -52,25 | ||||
| 2025-11-14 | 13F | Creative Planning | 639.502 | 4,74 | 91.161 | 11,10 | ||||
| 2025-11-12 | 13F | Mason Investment Advisory Services, Inc. | 1.898.348 | -1,95 | 270.610 | 4,00 | ||||
| 2026-01-09 | 13F | Aurelius Family Office LLC | 3.265 | -2,10 | 477 | 0,21 | ||||
| 2025-11-06 | 13F | Gables Capital Management Inc. | 152 | 0,00 | 22 | 5,00 | ||||
| 2025-11-10 | 13F | Adviser Investments LLC | 25.688 | -14,74 | 3.662 | -9,56 | ||||
| 2025-11-12 | 13F | Aptus Capital Advisors, LLC | 1.414 | 0,07 | 202 | 6,35 | ||||
| 2025-11-13 | 13F | Winthrop Capital Management, LLC | 26 | 0,00 | 0 | |||||
| 2026-01-27 | 13F | First Horizon Corp | 33.635 | -2,21 | 4.821 | -1,69 | ||||
| 2025-11-05 | 13F | SOUTH STATE Corp | 5.684 | -8,97 | 810 | -3,46 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 112 | 250,00 | 5 | 0,00 | ||||
| 2025-11-14 | 13F | Alliancebernstein L.p. | 26.099 | -54,14 | 3.720 | -51,36 | ||||
| 2025-11-14 | 13F | Moneta Group Investment Advisors Llc | 3.835 | 0,55 | 547 | 6,64 | ||||
| 2025-11-05 | 13F | J.w. Cole Advisors, Inc. | 5.815 | -0,21 | 829 | 5,75 | ||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 9.574 | -41,09 | 1.287 | -31,52 | ||||
| 2026-01-23 | 13F | Uptown Financial Advisors LLC | 19.234 | 2,83 | 2.757 | 3,38 | ||||
| 2025-11-13 | 13F | Change Path, LLC | 2.327 | 17,76 | 332 | 24,91 | ||||
| 2025-11-14 | 13F | Empower Advisory Group, LLC | 4.952.681 | 1,01 | 706.005 | 7,15 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 11 | 2 | ||||||
| 2026-01-14 | 13F | USA Financial Portformulas Corp | 966 | -85,89 | 138 | -85,85 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 1.742 | 0,00 | 250 | 0,40 | ||||
| 2025-10-23 | 13F | Evolution Wealth Management Inc. | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-11-03 | 13F | Stage Harbor Financial, Llc | 3.507 | -3,23 | 500 | 2,46 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Colorado Capital Management, Inc. | 8.872 | -4,45 | 1 | 0,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 2.568 | 12,93 | 368 | 13,58 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 38.262 | -1,94 | 5.484 | -1,40 | ||||
| 2025-11-13 | 13F | Strategic Financial Planning, Inc. | 77.305 | -1,20 | 11.019 | 4,79 | ||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | 284.181 | 3,86 | 40.510 | 10,17 | ||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 3 | -40,00 | 0 | |||||
| 2026-01-27 | 13F | Jeppson Wealth Management, Llc | 2.543 | 1,11 | 365 | 1,68 | ||||
| 2025-11-13 | 13F | Beaird Harris Wealth Management, LLC | 78.710 | -5,43 | 11.220 | 0,31 | ||||
| 2026-01-15 | 13F | Avant Financial Advisors LLC | 1.730 | 0,00 | 248 | 0,41 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 5.265 | -14,01 | 755 | -13,53 | ||||
| 2026-01-21 | 13F | Hartford Financial Management Inc. | 80 | 0,00 | 11 | 0,00 | ||||
| 2025-11-12 | 13F | Soltis Investment Advisors LLC | 3.520 | 502 | ||||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) | 32.535 | 45,04 | 4.372 | 68,61 | ||||
| 2026-01-15 | 13F | Maltin Wealth Management, Inc. | 56.815 | 5,07 | 8.143 | 5,64 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 3.611 | 0,00 | 518 | 0,58 | ||||
| 2025-11-04 | 13F | Umb Bank N A/mo | 2.097 | 0,00 | 299 | 6,05 | ||||
| 2025-11-06 | 13F | Integrity Financial Corp /WA | 34 | 0,00 | 5 | 0,00 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 24.372 | 5,29 | 3.474 | 11,70 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 7.048 | -3,85 | 1.010 | -3,26 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 167.858 | 0,63 | 23.928 | 6,75 | ||||
| 2026-01-26 | 13F | PDS Planning, Inc | 14.105 | 1,05 | 2.022 | 1,61 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 4.296 | 36,73 | 616 | 37,58 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 200 | 73,91 | 29 | 86,67 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 15.288 | -24,77 | 2.191 | -24,34 | ||||
| 2025-11-04 | 13F | Fourth Dimension Wealth, LLC | 2.184 | 9,80 | 311 | 16,48 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 14.471 | -54,69 | 1.945 | -47,35 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 84.544 | 1,06 | 12.118 | 1,61 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 13.478 | 0,19 | 1.932 | 0,73 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 11.891 | 0,09 | 1.704 | 0,65 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 21.607 | 52,01 | 3.097 | 52,81 | ||||
| 2025-11-10 | 13F | Ellerson Group Inc /adv | 1.468 | 209 | ||||||
| 2025-10-15 | 13F | Vestia Personal Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Transamerica Financial Advisors, Inc. | 4.541 | 5,43 | 647 | 11,94 | ||||
| 2026-02-02 | 13F | Allegheny Financial Group LTD | 3.230 | 0,87 | 463 | 1,32 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 246 | -25,90 | 35 | -25,53 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 10.121 | -0,81 | 1.451 | -0,28 | ||||
| 2025-11-07 | 13F | Fiera Capital Corp | 2.644 | 0,00 | 377 | 5,92 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4.161 | 9,88 | 559 | 27,92 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 150 | 0,00 | 22 | 0,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 4.128 | -3,46 | 592 | -2,96 | ||||
| 2026-01-30 | 13F | State of New Jersey Common Pension Fund D | 1.512.875 | 216.840 | ||||||
| 2025-11-03 | 13F | Ritter Daniher Financial Advisory LLC / DE | 91 | -8,08 | 13 | -7,69 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 3.175 | 67,46 | 453 | 77,95 | ||||
| 2025-11-12 | 13F | Commerce Bank | 41.553 | -12,42 | 5.923 | -7,10 | ||||
| 2026-01-26 | 13F | Tribridge Partners Financial LLC | 2.787 | 0,00 | 399 | 0,25 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 3.017 | 433 | ||||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 7.132 | -19,13 | 1.022 | -18,70 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 2.526 | -1,98 | 362 | -1,36 | ||||
| 2025-10-31 | 13F | Cullen/frost Bankers, Inc. | 345 | -80,07 | 49 | -78,88 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 6.301 | 0,48 | 925 | 2,67 | ||||
| 2025-11-03 | 13F | Tidemark, LLC | 144 | 0,00 | 21 | 5,26 | ||||
| 2025-11-05 | 13F | Titleist Asset Management, Llc | 7.201 | -2,70 | 1.027 | 3,22 | ||||
| 2025-11-14 | 13F | SWAN Capital LLC | 39.001 | -29,59 | 5.560 | -25,32 | ||||
| 2026-01-26 | 13F | Prairiewood Capital, LLC | 2.629 | -36,48 | 377 | -36,27 | ||||
| 2025-11-06 | 13F | Midwest Trust Co | 3.297 | -2,28 | 470 | 3,53 | ||||
| 2025-10-28 | 13F | Red Wave Investments LLC | 16.143 | -3,86 | 2.301 | 1,99 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 3.768 | 14,56 | 540 | 15,38 | ||||
| 2025-11-05 | 13F | Anson Capital, Inc. | 3.316 | 2,06 | 473 | 8,26 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 136.609 | -3,94 | 19.474 | 1,89 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 200 | -48,85 | 29 | -49,09 | ||||
| 2026-01-15 | 13F | Cassilly Financial Group LLC | 13.480 | 1.932 | ||||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 2.451 | -4,52 | 351 | -3,84 | ||||
| 2025-11-03 | 13F | LRI Investments, LLC | 6.307 | 0,00 | 899 | 6,14 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Ameriprise Financial Inc | 84.686 | -3,70 | 12.088 | 2,28 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 4.793 | -0,08 | 687 | 0,44 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 9.078 | 11,56 | 1.301 | 12,25 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 1.896 | 1,39 | 0 | |||||
| 2025-11-12 | 13F | Brinker Capital Investments, LLC | 4.513 | -6,19 | 643 | -0,46 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 8.868 | -11,81 | 1.271 | -11,30 | ||||
| 2025-11-12 | 13F | Argent Trust Co | 1.626 | 0,00 | 232 | 5,96 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 9.113 | -0,99 | 1.306 | -0,46 | ||||
| 2025-10-23 | 13F | Vermillion Wealth Management, Inc. | 100 | -15,97 | 14 | -6,67 | ||||
| 2025-11-05 | 13F | Atlanta Consulting Group Advisors, LLC | 13.933 | 0,00 | 1.986 | 6,09 | ||||
| 2025-11-03 | 13F | Evergreen Wealth Management, LLC | 4.684 | -1,06 | 668 | 4,87 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 2.064 | 30,30 | 296 | 31,11 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 67.745 | -3,73 | 9.710 | -3,21 | ||||
| 2025-11-12 | 13F | Shufro Rose & Co Llc | 16.365 | -0,97 | 1.892 | -0,99 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | IMA Wealth, Inc. | 89.525 | -0,88 | 12.755 | 5,14 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 5.499 | -0,40 | 791 | 0,38 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 2.054 | -31,17 | 294 | -30,82 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 1.850 | 0,00 | 265 | 0,76 | ||||
| 2025-11-14 | 13F | Midwestern Financial, LLC /IA | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Smithfield Trust Co | 1.028 | 14,86 | 0 | |||||
| 2025-11-12 | 13F | Steward Partners Investment Advisory, Llc | 1.482 | -0,13 | 211 | 6,03 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 20.327 | -5,98 | 2.913 | -5,45 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 44 | 6 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 1.220 | -3,71 | 175 | -3,33 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48.965 | 2,43 | 7.018 | 2,99 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6.196 | -12,28 | 883 | -6,95 | ||||
| 2025-11-03 | 13F | Valeo Financial Advisors, LLC | 3.234 | -8,15 | 461 | -2,75 | ||||
| 2025-11-13 | 13F | C M Bidwell & Associates Ltd | 65 | 0,00 | 9 | 12,50 | ||||
| 2025-11-14 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 13.871 | 0,26 | 1.988 | 0,81 | ||||
| 2025-11-12 | 13F | Weik Capital Management | 2.500 | 0,00 | 356 | 6,27 | ||||
| 2025-10-24 | 13F | Swmg, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Bank of Jackson Hole Trust | 78 | 0,00 | 11 | 10,00 | ||||
| 2025-11-12 | 13F | Bahl & Gaynor Inc | 3.255 | -4,41 | 464 | 1,53 | ||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 4.630 | -1,57 | 660 | 4,43 | ||||
| 2025-10-31 | 13F/A | OneAscent Financial Services LLC | 3.865 | 0,57 | 551 | |||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 17 | 2 | ||||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 51.285 | -21,62 | 6.892 | -8,88 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 35.500 | 0,05 | 5.088 | 0,59 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 3.659 | -14,89 | 544 | -11,27 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 130.272 | 2,97 | 17.507 | 19,71 | ||||
| 2025-11-13 | 13F | Tocqueville Asset Management L.p. | 6.838 | 0,00 | 975 | 6,10 | ||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 2.082 | -4,36 | 297 | 1,37 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 15 | 0,00 | 2 | 0,00 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 3.667 | 0,00 | 526 | 0,57 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | IAG Wealth Partners, LLC | 5.570 | -4,74 | 794 | 1,15 | ||||
| 2025-11-12 | 13F | POM Investment Strategies, LLC | 500 | 71 | ||||||
| 2025-11-12 | 13F | Cambridge Investment Research Advisors, Inc. | 39.512 | 3,74 | 6 | 0,00 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 2.300 | -92,33 | 328 | -91,89 | ||||
| 2026-01-14 | 13F | Eastern Bank | 110 | 0,00 | 16 | 0,00 | ||||
| 2025-11-07 | 13F | Founders Financial Alliance, LLC | 19 | 3 | ||||||
| 2026-01-08 | 13F | Gladwyn Financial Advisors, Inc. | 49.180 | 1,67 | 7.049 | 2,23 | ||||
| 2026-01-13 | 13F | Fort Washington Investment Advisors Inc /oh/ | 2.303 | 0,00 | 330 | 0,61 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 200 | 0,00 | 29 | 0,00 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 2.326 | 0,00 | 333 | 0,60 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 8.467 | 0,12 | 1.214 | 0,66 | ||||
| 2025-11-14 | 13F | Mariner, LLC | 37.299 | 5,45 | 5.317 | 11,85 | ||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 55.584 | 7.924 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 238 | 0,00 | 34 | 0,00 | ||||
| 2025-11-14 | 13F | Northern Trust Corp | 11.908 | -5,50 | 1.697 | 0,24 | ||||
| 2025-10-23 | 13F | Sage Financial Management Group, Inc. | 39.962 | 1,93 | 5.697 | 113.820,00 | ||||
| 2025-11-13 | 13F | Johnson Financial Group, Inc. | 9.645 | -24,64 | 1.375 | -20,12 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 1.546 | -1,97 | 0 | |||||
| 2025-11-05 | 13F | Savant Capital, LLC | 246.173 | 434,19 | 35.092 | 466,62 | ||||
| 2025-11-12 | 13F | Modern Wealth Management, LLC | 1.624 | -0,37 | 232 | 5,48 | ||||
| 2025-11-04 | 13F | Raelipskie Partnership | 1.470 | -9,26 | 210 | -3,69 | ||||
| 2026-01-07 | 13F | Noble Family Wealth, LLC | 37.641 | 12,12 | 5.395 | 12,75 | ||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 2.483 | 0,00 | 356 | 0,57 | ||||
| 2025-11-04 | 13F | Peterson Wealth Services | 3.386 | 9.574,29 | 9 | 100,00 | ||||
| 2025-11-14 | 13F | Advisor Group Holdings, Inc. | 154.528 | -7,12 | 21.972 | 7,92 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.443 | -4,74 | 637 | -4,22 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 140 | 0,00 | 20 | 5,26 | ||||
| 2026-01-26 | 13F | Discipline Wealth Solutions, LLC | 6.584 | 176,99 | 944 | 178,99 | ||||
| 2025-10-27 | 13F | Stephens Inc /ar/ | 2.770 | 0,00 | 395 | 5,91 | ||||
| 2025-10-29 | 13F | McAdam, LLC | 3.070 | -7,67 | 438 | -2,02 | ||||
| 2025-11-14 | 13F | Obsido Oy | 35.825 | 7,56 | 5.107 | 14,08 | ||||
| 2025-11-12 | 13F | Aletheian Wealth Advisors LLC | 33.085 | 1,38 | 4.716 | 7,55 | ||||
| 2025-11-12 | 13F | Rockbridge Investment Management, LCC | 5.383 | -1,37 | 767 | 4,64 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 6 | 1 | ||||||
| 2025-11-12 | 13F | Arete Wealth Advisors, LLC | 5.764 | 21,83 | 1 | |||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 60.377 | -6,05 | 8.607 | -0,35 | ||||
| 2026-01-27 | 13F | Novem Group | 1.859 | 18,71 | 266 | 19,28 | ||||
| 2025-11-05 | 13F | Howe & Rusling Inc | 426 | 0,00 | 61 | 5,26 | ||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Elmwood Wealth Management, Inc. | 1.429 | 205 | ||||||
| 2025-11-03 | 13F | Summit Rock Advisors, LP | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 23 | -50,00 | 3 | -50,00 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 15.885 | -2,14 | 2.277 | -1,60 | ||||
| 2025-10-27 | 13F | One Day In July LLC | 8.123 | -65,20 | 1.158 | -63,11 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 18 | 3 | ||||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 228 | 0,00 | 33 | 0,00 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 1.422 | -14,95 | 204 | -14,71 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 15.658 | 0,29 | 2.244 | 0,85 | ||||
| 2025-11-14 | 13F | United Capital Financial Advisers, Llc | 4.409 | -12,17 | 629 | -6,82 | ||||
| 2026-01-14 | 13F | Family Wealth Partners, Llc | 18.653 | 0,53 | 2.674 | 1,10 | ||||
| 2025-11-04 | 13F | FDx Advisors, Inc. | 25.946 | -6,03 | 4 | 0,00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 15.073 | 26,42 | 2.149 | 34,08 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 4.331 | 3,05 | 617 | 9,40 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 11.687 | 0,00 | 1.666 | 6,05 | ||||
| 2025-11-05 | 13F | Prudent Man Investment Management, Inc. | 4 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.603 | -2,02 | 230 | -1,72 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 1.134 | -16,43 | 162 | -11,54 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 3.328 | -1,89 | 477 | -1,45 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 434 | 8,50 | 62 | 8,77 | ||||
| 2026-02-02 | 13F | Gibraltar Capital Management, Inc. | 12.425 | 0,00 | 1.781 | 0,51 | ||||
| 2025-10-23 | 13F | Clarity Capital Advisors, LLC | 4.827 | 0,37 | 688 | 6,50 | ||||
| 2025-11-10 | 13F | Atlantic Trust, LLC | 210 | 0,00 | 30 | 3,57 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 15 | 0,00 | 2 | 0,00 | ||||
| 2025-11-05 | 13F | Altiora Financial Group, LLC | 3.748 | 0,00 | 534 | 6,16 | ||||
| 2025-11-10 | 13F | Cary Street Partners Financial Llc | 5.487 | -2,64 | 782 | 3,30 | ||||
| 2025-11-14 | 13F | Nepc Llc | 8.114 | 0,00 | 1.157 | 6,06 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 99.865 | 498,21 | 14.236 | 534,64 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Mission Wealth Management, Lp | 19.023 | -0,94 | 2.712 | 5,08 | ||||
| 2026-01-14 | 13F | Praetorian Wealth Management, Inc. | 10.635 | 0,35 | 1.524 | 0,93 | ||||
| 2025-10-22 | 13F | Viewpoint Capital Management LLC | 38.595 | 2,91 | 5.502 | 9,15 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 88.228 | 51,52 | 12.526 | 60,06 | ||||
| 2025-10-08 | 13F | Tompkins Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Sofos Investments, Inc. | 108 | -77,41 | 15 | -72,73 | ||||
| 2025-11-14 | 13F | Cetera Investment Advisers | 204.878 | 3,97 | 29.205 | 10,28 | ||||
| 2025-11-05 | 13F | TAGStone Capital, Inc. | 3.772 | 0,53 | 538 | 4,27 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 2.281 | -42,18 | 0 | |||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 4.824 | 16,38 | 688 | 23,34 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 4.325 | 22,73 | 620 | 23,31 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 3.299 | -11,15 | 473 | -10,78 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 1.592 | 45,79 | 228 | 47,10 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 8.780 | -3,33 | 1.262 | -2,47 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 22.833 | -0,53 | 3.405 | 4,58 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 5.419 | 0,00 | 772 | 6,04 | ||||
| 2026-01-08 | 13F | Moller Financial Services | 38.451 | 0,49 | 5.511 | 1,05 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 25.697 | 3,90 | 3.682 | 4,60 | ||||
| 2025-11-10 | 13F | Zhang Financial LLC | 12.656 | 2,37 | 1.804 | 8,61 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 15.074 | 0,15 | 2.161 | 0,70 | ||||
| 2025-11-12 | 13F | Twin Focus Capital Partners, Llc | 40.835 | -3,94 | 5.821 | 1,89 | ||||
| 2025-11-07 | 13F | Texas Yale Capital Corp. | 71.138 | 4,84 | 10.141 | 11,21 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 2.114 | 0,00 | 303 | 0,66 | ||||
| 2025-10-15 | 13F | First PREMIER Bank | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | VSM Wealth Advisory, LLC | 59 | 0,00 | 8 | 14,29 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2.679 | 4,89 | 384 | 5,49 | ||||
| 2025-11-04 | 13F | TFB Advisors LLC | 3.074 | -27,48 | 434 | -23,90 | ||||
| 2025-11-10 | 13F | Portland Global Advisors LLC | 120.027 | 1,79 | 17.110 | 7,97 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 51.371 | 8,92 | 7.592 | 12,93 | ||||
| 2025-11-19 | 13F | Captrust Financial Advisors | 11.781 | -9,74 | 1.679 | -4,28 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 3.949 | 30,24 | 615 | 42,13 | ||||
| 2026-01-23 | 13F | Patriot Investment Management Inc. | 18.678 | -3,25 | 2.677 | -2,73 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 387 | 56,68 | 55 | 57,14 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 16 | 6,67 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2026-01-27 | 13F | Regions Financial Corp | 2.755 | -7,39 | 395 | -7,08 | ||||
| 2025-10-27 | 13F | Manning & Napier Advisors Llc | 0 | 0 | ||||||
| 2025-11-12 | 13F | Stifel Financial Corp | 236.101 | 4,20 | 33.657 | 10,53 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4.682 | -0,53 | 671 | 0,15 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 29.702 | -45,31 | 4.257 | -45,01 | ||||
| 2026-01-26 | 13F | Tanager Wealth Management LLP | 45.290 | -3,15 | 6.491 | -2,63 | ||||
| 2025-11-12 | 13F | Blair William & Co/il | 5.820 | -8,56 | 830 | -3,04 | ||||
| 2025-10-30 | 13F | Johnson Financial Group, LLC | 64.995 | 0,00 | 9.265 | 6,08 | ||||
| 2026-01-06 | 13F | Lpwm Llc | 25.435 | 1,92 | 3.646 | 2,47 | ||||
| 2025-11-14 | 13F | Ausdal Financial Partners, Inc. | 1.482 | 211 | ||||||
| 2025-11-14 | 13F | Northwestern Mutual Wealth Management Co | 541.497 | 0,79 | 77.190 | 6,91 | ||||
| 2026-01-15 | 13F | 25 Llc | 76.652 | -62,06 | 10.987 | -61,85 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 726 | -46,89 | 104 | -46,39 | ||||
| 2025-11-14 | 13F | 1832 Asset Management L.P. | 1.457.208 | -4,43 | 207.725 | 1,38 | ||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 351.225 | 1,68 | 50.341 | 2,23 | ||||
| 2026-01-27 | 13F | My Purposeful Wealth Corp. | 1.436 | -3,49 | 206 | -3,30 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | New Republic Capital, LLC | 26 | 0,00 | 4 | 0,00 | ||||
| 2025-11-14 | 13F | Aqr Capital Management Llc | 25.502 | 77,24 | 3.635 | 88,05 | ||||
| 2026-02-03 | 13F | Eclectic Associates Inc /adv | 24.246 | 3,30 | 3.475 | 3,89 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 65.515 | -1,61 | 9.339 | 4,37 | ||||
| 2025-10-22 | 13F | Commonwealth Equity Services, Llc | 286.618 | -27,96 | 41 | -24,53 | ||||
| 2025-11-04 | 13F | Hazlett, Burt & Watson, Inc. | 7 | 0 | ||||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 21.072 | -0,67 | 3.004 | 5,40 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 24 | -52,94 | 3 | -57,14 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Brand Asset Management Group, Inc. | 1.546 | -2,95 | 220 | 2,80 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 4.360 | 0,00 | 625 | 0,48 | ||||
| 2026-01-22 | 13F | Flower City Capital | 40.378 | 2,54 | 5.787 | 3,10 | ||||
| 2026-01-22 | 13F | Colony Family Offices, LLC | 38.822 | -3,32 | 5.564 | -2,80 | ||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 1.603 | 230 | ||||||
| 2025-11-14 | 13F | Manufacturers Life Insurance Company, The | 224.133 | -4,57 | 31.949 | 1,22 | ||||
| 2025-11-10 | 13F | Inspire Trust Co, N.a. | 34.470 | -59,69 | 4.914 | -57,25 | ||||
| 2025-11-14 | 13F | Ancora Advisors, LLC | 202 | 0,00 | 29 | 3,70 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 205.378 | -8,82 | 27.601 | 6,00 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 211.317 | -1,28 | 30.288 | -0,74 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 296 | 0,00 | 42 | 0,00 | ||||
| 2025-11-13 | 13F | Curio Wealth, Llc | 88 | -12,00 | 13 | -7,69 | ||||
| 2025-11-10 | 13F | Bleakley Financial Group, LLC | 31.048 | -2,40 | 4.426 | 3,53 | ||||
| 2025-11-03 | 13F | Golden State Wealth Management, LLC | 448 | 0,00 | 64 | 5,00 | ||||
| 2025-10-30 | 13F | Parkside Financial Bank & Trust | 1.187 | -17,80 | 169 | -12,89 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 2.028 | 0,00 | 291 | 0,35 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 246 | 0,00 | 35 | 0,00 | ||||
| 2026-02-02 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 47.601 | -17,43 | 6.823 | -16,98 | ||||
| 2025-11-13 | 13F | Quantum Capital Management, LLC / NJ | 51.712 | 28,70 | 7.372 | 36,53 | ||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 237.663 | -16,21 | 33.879 | -11,12 | ||||
| 2025-11-13 | 13F | SageView Advisory Group, LLC | 2.638 | -5,07 | 376 | 0,00 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 95 | 0,00 | 14 | 0,00 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 1.849 | -7,36 | 265 | -6,69 | ||||
| 2025-11-06 | 13F | Center for Financial Planning, Inc. | 19.434 | 29,57 | 2.770 | 37,47 | ||||
| 2026-01-13 | 13F | Presilium Private Wealth, Llc | 68.169 | 5,78 | 9.771 | 6,36 | ||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 17.836 | 28,30 | 2.543 | 36,08 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 3.005 | -0,56 | 431 | 0,00 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 12.652 | 3,05 | 1.813 | 3,60 | ||||
| 2025-11-13 | 13F | M Holdings Securities, Inc. | 11.474 | 2 | ||||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 63.228 | 1,56 | 9.062 | 2,11 | ||||
| 2025-10-16 | 13F/A | HBK Sorce Advisory LLC | 1.805 | -28,17 | 257 | -23,74 | ||||
| 2025-11-06 | 13F | Ground Swell Capital, LLC | 8.013 | 1.142 | ||||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 8.878 | -1,66 | 1.285 | -0,46 | ||||
| 2025-11-12 | 13F | Sequent Planning LLC | 2.268 | 8,31 | 323 | 14,95 | ||||
| 2025-11-12 | 13F | Thompson Siegel & Walmsley Llc | 6.671 | 0,00 | 1 | |||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 8.414 | -3,29 | 1.206 | -2,74 | ||||
| 2025-11-03 | 13F | Private Wealth Asset Management, LLC | 220 | 0,00 | 31 | 6,90 | ||||
| 2025-11-14 | 13F | Kestra Advisory Services, LLC | 18.814 | 0,87 | 2.682 | 6,98 | ||||
| 2025-10-22 | 13F | Gries Financial Llc | 4.856 | 0,00 | 692 | 6,13 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 878 | 2,21 | 126 | 2,46 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | SRS Capital Advisors, Inc. | 1.039.294 | 407.466,27 | 57.232 | 45.685,60 | ||||
| 2025-11-14 | 13F | William Mack & Associates, Inc. | 9.100 | 0,00 | 1.297 | 6,14 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | Mittelman Wealth Management | 13.118 | 51,09 | 1.870 | 60,38 | ||||
| 2025-11-14 | 13F | Clark Capital Management Group, Inc. | 454.568 | 1,05 | 64.799 | 7,18 | ||||
| 2025-11-06 | 13F | GFS Advisors, LLC | 28.680 | -7,10 | 4.088 | -1,47 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 61 | 12,96 | 9 | 14,29 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 15.073 | 2.149 | ||||||
| 2025-11-18 | 13F | Advisory Services Network, LLC | 11.948 | -0,31 | 1.703 | 6,30 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 11.785 | -77,86 | 1.741 | -77,02 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 10.415 | 10,06 | 1.493 | 10,68 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 1.483 | 213 | ||||||
| 2025-11-06 | 13F | Providence Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | State Street Corp | 385.489 | -1,67 | 54.951 | 4,30 | ||||
| 2026-01-05 | 13F | Trust Co of the South | 4.270 | 0,00 | 612 | 0,66 | ||||
| 2025-11-13 | 13F | Quadrature Capital Ltd | 67.864 | 1.050,43 | 9.674 | 1.121,46 | ||||
| 2025-11-13 | 13F | O'shaughnessy Asset Management, Llc | 21.641 | 3,71 | 3.085 | 9,99 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 11.437 | -5,96 | 1.639 | -5,42 | ||||
| 2025-10-24 | 13F | Bristlecone Advisors, LLC | 2.411 | 0,00 | 344 | 6,19 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 3.847 | 0,00 | 562 | 2,56 | ||||
| 2025-11-12 | 13F | Operose Advisors LLC | 1.493 | 0,61 | 213 | 6,53 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I | 154.881 | -6,07 | 20.704 | 4,28 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 5.569 | -0,70 | 798 | -0,13 | ||||
| 2025-11-12 | 13F | Harbour Investments, Inc. | 897 | 22,54 | 128 | 29,59 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 7.978 | 0,00 | 1.143 | 0,53 | ||||
| 2025-11-13 | 13F | Regal Investment Advisors LLC | 28.105 | 14,06 | 4.006 | 20,99 | ||||
| 2025-11-07 | 13F | Glaxis Capital Management, LLC | 17.450 | 107,69 | 1.245 | 120,74 | ||||
| 2025-11-17 | 13F | GWM Advisors LLC | 2.853 | 11,79 | 407 | 18,37 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 437 | 63 | ||||||
| 2026-01-28 | 13F | City State Bank | 1.381 | 0,00 | 198 | 0,51 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 2.523 | -14,18 | 362 | -13,84 | ||||
| 2025-11-12 | 13F | Legacy Wealth Managment, LLC/ID | 24 | 0,00 | 3 | 0,00 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 229 | -69,83 | 33 | -70,37 | ||||
| 2025-11-14 | 13F | National Bank Of Canada /fi/ | 1.583 | -66,43 | 226 | -64,45 | ||||
| 2025-11-10 | 13F | Intrust Bank Na | 15.970 | -1,57 | 2.277 | 4,40 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 7.970 | -66,67 | 1.190 | -65,06 | ||||
| 2026-01-21 | 13F | Center For Asset Management LLC | 2.537 | -3,28 | 364 | -2,68 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 2.239 | 0,00 | 321 | 0,31 | ||||
| 2025-10-23 | 13F | Landmark Wealth Management, LLC | 27.702 | -2,77 | 3.949 | 131.500,00 | ||||
| 2025-11-12 | 13F | Kcm Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Family Firm, Inc. | 39.065 | 2,24 | 5.250 | 18,86 | ||||
| 2025-11-10 | 13F | Charles Schwab Investment Management Inc | 1.270.001 | -8,85 | 181.039 | -3,32 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 515 | 0,00 | 74 | 0,00 | ||||
| 2025-11-14 | 13F | Cardiff Park Advisors, Llc | 31.456 | 0,07 | 4.484 | 6,16 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 2.004 | 0,45 | 287 | 1,06 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 15.100 | -3,11 | 2.153 | 2,77 | ||||
| 2026-01-16 | 13F | First Pacific Financial | 74 | 2,78 | 11 | 0,00 | ||||
| 2025-11-14 | 13F | Capital Analysts, Inc. | 17.444 | -7,75 | 2 | 0,00 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 35.459 | -0,29 | 5.082 | 0,26 | ||||
| 2026-01-08 | 13F | Wedmont Private Capital | 186.833 | 0,19 | 27.438 | 2,89 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 1.723 | 19,16 | 247 | 19,42 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 29.581 | 4.240 | ||||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 2.757 | -6,48 | 395 | -5,95 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 11.293 | -4,95 | 1.610 | 0,81 | ||||
| 2025-11-19 | 13F | Coldstream Capital Management Inc | 86.931 | -1,39 | 12.392 | 4,60 | ||||
| 2025-11-13 | 13F | Pinnacle Associates Ltd | 11.600 | -2,68 | 1.654 | 3,25 | ||||
| 2025-10-30 | 13F | Schoolcraft Capital LLC | 7.529 | 0,00 | 1.073 | 6,13 | ||||
| 2025-08-11 | 13F | Renaissance Group Llc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Valtinson Bruner Financial Planning LLC | 15.731 | 3,51 | 2.242 | 9,79 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 5.832 | 0,00 | 1 | |||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 44 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 2.830 | -34,35 | 0 | |||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 5.403 | 79,44 | 770 | 90,59 | ||||
| 2025-11-05 | 13F | Key FInancial Inc | 1.640 | 1,05 | 235 | 7,34 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 304 | -0,33 | 44 | 0,00 | ||||
| 2025-11-13 | 13F | Causeway Capital Management Llc | 90.227 | 46,51 | 12.862 | 55,40 | ||||
| 2025-11-12 | 13F | Fisher Asset Management, LLC | 2.350 | 335 | ||||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 8.021 | -4,77 | 1.192 | -1,81 | ||||
| 2025-11-14 | 13F | Qube Research & Technologies Ltd | 21.750 | -34,00 | 3.100 | -29,99 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 40 | -54,55 | ||||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 353 | 2,32 | 51 | 2,04 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 62 | -99,40 | 10 | -98,42 | ||||
| 2025-11-24 | 13F | TD Capital Management LLC | 372 | 0,54 | 53 | 8,16 | ||||
| 2025-10-29 | 13F | Financial Advisory Service, Inc. | 1.742 | 0,40 | 248 | 6,44 | ||||
| 2025-11-13 | 13F | Minot DeBlois Advisors LLC | 8.909 | -1,04 | 1.270 | 4,96 | ||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 2.482 | 3,03 | 356 | 3,50 | ||||
| 2025-11-03 | 13F | GPS Wealth Strategies Group, LLC | 510 | 38,21 | 73 | 46,94 | ||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 2.095 | -0,90 | 299 | 4,93 | ||||
| 2025-11-14 | 13F | Mercer Global Advisors Inc /adv | 396.836 | 1.087,17 | 56.569 | 1.159,31 | ||||
| 2025-11-12 | 13F | LPL Financial LLC | 444.871 | 29,13 | 63.416 | 36,97 | ||||
| 2025-11-17 | 13F | Triumph Capital Management | 260 | 37 | ||||||
| 2025-11-14 | 13F | Haverford Trust Co | 28.510 | -1,05 | 4.064 | 4,96 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.694 | -27,01 | 243 | -26,67 | ||||
| 2026-02-02 | 13F | RWM Asset Management, LLC | 1.866 | 0,00 | 287 | 7,52 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 3.435 | -22,29 | 492 | -21,90 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 60 | 0,00 | 8 | 14,29 | ||||
| 2026-01-15 | 13F | Westmount Partners, LLC | 2.527 | 0,00 | 362 | 0,28 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 168.745 | -5,87 | 24.186 | -5,65 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 10.707 | 1.226 | ||||||
| 2025-11-12 | 13F | Blue Edge Capital, LLC | 6.770 | -16,02 | 965 | -10,90 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 1.890 | 0,00 | 271 | 0,37 | ||||
| 2025-11-13 | 13F | CoreFirst Bank & Trust | 19.857 | 1,02 | 2.831 | 7,16 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 11.831 | 17,46 | 1.696 | 18,12 | ||||
| 2026-01-26 | 13F | Pacific Life Fund Advisors LLC | 183.882 | -27,42 | 26.356 | -27,03 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-10-20 | 13F | Adirondack Trust Co | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 16.746 | 0,04 | 2.387 | 6,14 | ||||
| 2025-10-24 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | PUREfi Wealth, LLC | 1.505 | -9,28 | 216 | -8,90 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 5.536 | 74,97 | 1 | |||||
| 2025-11-17 | 13F | Optimist Retirement Group LLC | 3.722 | 0,27 | 531 | 6,43 | ||||
| 2026-01-14 | 13F | BCO Wealth Management LLC | 1.774 | -2,58 | 254 | -1,93 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 81 | 0,00 | 12 | 0,00 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 19 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Activest Wealth Management | 46 | 7 | ||||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 35.804 | -0,28 | 5.132 | 0,25 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 2.619 | -4,97 | 375 | -5,06 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 477 | -1,24 | 68 | 6,25 | ||||
| 2026-01-29 | 13F | Matisse Capital | 2.337 | 0,00 | 335 | 0,30 | ||||
| 2026-01-29 | 13F | UBS Group AG | 502.968 | 4,18 | 72.090 | 4,75 | ||||
| 2025-11-05 | 13F | Hantz Financial Services, Inc. | 95 | 0 | ||||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 3.765 | 0,00 | 1 | |||||
| 2025-10-31 | 13F | JustInvest LLC | 3.490 | 498 | ||||||
| 2025-11-06 | 13F | Carson Advisory Inc. | 3.972 | 566 | ||||||
| 2025-10-15 | 13F | Pensionmark Financial Group, Llc | 5.581 | -0,48 | 796 | 5,58 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 433 | 0,00 | 0 | |||||
| 2025-11-04 | 13F | Jones Financial Companies Lllp | 673.817 | 10,23 | 95.413 | 16,92 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | CX Institutional | 18 | 0 | ||||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Cim, Llc | 2.471 | 1,02 | 352 | 7,32 | ||||
| 2025-11-14 | 13F | Summit Financial, LLC | 15.401 | -7,14 | 2.195 | -1,53 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Blue Barn Wealth, LLC | 29.924 | 8,50 | 4.266 | 15,08 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 9.251 | -5,73 | 1.326 | -5,22 | ||||
| 2026-01-26 | 13F | Single Point Partners, LLC | 1.548 | -11,09 | 222 | -10,89 | ||||
| 2026-01-14 | 13F | Cornerstone Wealth Advisors, Inc. | 23.922 | -1,01 | 3.429 | -0,46 | ||||
| 2025-10-30 | 13F | Naples Global Advisors, Llc | 9.593 | -0,52 | 1.367 | 5,56 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 11.575 | -0,51 | 1.650 | 5,57 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 25 | 0,00 | 4 | 0,00 | ||||
| 2025-10-16 | 13F | Hoese & Co LLP | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-29 | 13F | Arkadios Wealth Advisors | 4.972 | 709 | ||||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Smartleaf Asset Management LLC | 3.634 | 21,95 | 517 | 29,97 | ||||
| 2025-11-14 | 13F | Warren Averett Asset Management, LLC | 13.449 | -2,88 | 1.917 | 3,01 | ||||
| 2025-10-30 | 13F | Envestnet Portfolio Solutions, Inc. | 4.983 | -9,32 | 710 | -3,79 | ||||
| 2025-11-12 | 13F | AlphaCore Capital LLC | 8.170 | 2,57 | 1.165 | 8,79 |
Other Listings
| US:VSS | $152,57 |
