IWR / iShares Trust - iShares Russell Mid-Cap ETF - Kurumsal Mülkiyet - Alıcılar

iShares Trust - iShares Russell Mid-Cap ETF
US ˙ ARCA ˙ US4642874998

Kurumsal ve Fon Mülkiyet - Alıcılar

iShares Trust - iShares Russell Mid-Cap ETFda yeni pozisyon açan başlıca sahipler arasında şunlar bulunmaktadır: Tiaa-cref Individual & Institutional Services, Llc, Intrust Bank Na, Krane Financial Solutions LLC, Klaas Financial Asset Advisors, LLC, Dickmeyer Boyce Financial Management, Inc., Vanguard National Trust Co, Canandaigua National Corp, Champlain Investment Partners, LLC, Diversify Wealth Management, Llc, Tower Bridge Advisors, Heartland Bank & Trust Co, Roan Capital Partners, Penobscot Wealth Management, SB Capital Management Inc, Summitpoint Capital Management, Quotient Wealth Partners, LLC, IMC-Chicago, LLC, Vann Equity Management LLC, Phillip James Consulting Co., ve Foster Victor Wealth Advisors, LLC .

Bu sayfa, son raporlama döneminde varlıklarını artıran veya yeni pozisyon açan kurumları, fonları ve büyük hissedarları listeleyerek mülkiyet yapısındaki değişiklikleri gösterir. Yeşil satırlar yeni pozisyonları gösterir. Tam işlem geçmişini görmek için simgeye Bağlantıya tıklayınız.

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Dosya Tarihi Kaynak Yatırımcı Tür Ortalama Fiyat
(Tahmin)
Hisseler Δ Hisseler
(%)
Bildirilen
Değer
(1000$)
Δ Değer
(%)
Bağlantı Noktası Dağıtımı
(%)
2026-05-13 13F Mach-1 Financial Group, Inc. 5.268 5,76 512 6,89
2026-04-08 13F Towerpoint Wealth, LLC 3.474 2,78 338 3,69
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 7.203 1,08 700 2,04
2026-05-07 13F Greykasell Wealth Strategies, Inc. 38.956 4,19 3.788 5,22
2026-05-15 13F/A Independent Financial Group, Llc 12.173 4,09 1.184 5,16
2026-05-15 13F Morgan Stanley 10.986.837 1,75 1.068.250 2,77
2026-04-20 13F Fiduciary Alliance LLC 7.859 2,17 804 8,51
2026-03-02 13F Reflection Asset Management 336 33
2026-04-16 13F Sky Investment Group LLC 246 0,82
2026-02-12 13F Planning Project LLC 610 59
2026-04-16 13F Quotient Wealth Partners, LLC 6.268 609
2026-04-10 13F Atala Financial Inc 18.126 0,48 1.771 2,02
2026-05-15 13F Warren Averett Asset Management, LLC 1.098.953 17,73 106.851 18,91
2026-04-15 13F Meridian Financial Partners LLC 25.642 9,20 2.528 6,76
2026-05-11 13F Beacon Capital Management, LLC 3.249 17,50 316 18,42
2026-05-11 13F TAGStone Capital, Inc. 2.916 0,03 283 1,07
2026-05-12 13F Strategic Wealth Partners, Ltd. 600 8,11 58 9,43
2026-05-12 13F Focused Alpha, Llc 7.713 0,08 750 1,08
2026-05-11 13F Lcnb Corp 22.873 0,80 2.224 1,79
2026-04-29 13F Saxon Interests, Inc. 23.349 18,43 2.270 19,60
2026-04-22 13F Horizon Bancorp Inc /in/ 59 0
2026-04-17 13F Nautilus Advisors LLC 2.793 0,04 272 1,12
2026-05-01 13F Hantz Financial Services, Inc. 285.056 7,30 28 8,00
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 52.649 39,28 5.119 40,67
2026-05-13 13F/A Jpmorgan Chase & Co 6.910.983 2,55 654.747 0,92
2026-05-05 13F Smith, Moore & Co. 34.142 14,73 3.320 15,89
2026-05-14 13F Level Four Advisory Services, Llc 63.511 1,29 6.175 2,30
2026-05-18 13F Ashton Thomas Securities, Llc 6.942 675
2026-05-15 13F Silver Grove Financial Group, Inc. 44 4
2026-05-14 13F Cedrus Wealth Group LLC 10.178 13,75 990 14,87
2026-04-08 13F Thompson Investment Management, Inc. 267 26
2026-04-22 13F TBH Global Asset Management, LLC 4.199 408
2026-05-01 13F Harwood Advisory Group, LLC 2.128 65,47 207 67,48
2026-04-23 13F West Bancorporation Inc 106.076 18,05 10.314 19,23
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8.990 0,86 874 1,86
2026-04-30 13F Financial Freedom, LLC 1.540 0,13 150 0,68
2026-01-06 13F Ransom Advisory, Ltd 706 68
2026-02-05 13F Tucker Asset Management Llc 154 24,19 15 27,27
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 30.379 90,04 2.954 92,00
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 9.780 2,21 951 3,15
2026-05-15 13F Gateway Wealth Partners, LLC 8.404 817
2026-04-07 13F Central Bank & Trust Co 8.356 7,50 812 8,56
2026-04-08 13F Dynamic Advisor Solutions LLC 5.672 10,44 552 11,54
2026-05-08 13F Prime Capital Investment Advisors, LLC 130.840 19,73 12.722 20,93
2026-05-01 13F Innovative Wealth Building LLC 8.099 6,36 787 7,37
2026-05-06 13F Elyxium Wealth, LLC 40.673 15,45 3.955 16,60
2026-05-07 13F Scarborough Advisors, LLC 388 38
2026-05-15 13F Tradition Wealth Management, LLC 2.399 3,14 233 4,48
2026-05-12 13F Creative Planning 957.225 1,88 93.071 2,90
2026-04-30 13F Private Trust Co Na 39.076 12,34 3.799 13,47
2026-05-07 13F Jefferies Financial Group Inc. 4.857 2,47 472 3,51
2026-05-01 13F Diversify Wealth Management, Llc 28.359 2.906
2026-05-15 13F Beacon Pointe Advisors, LLC 318.067 19,90 30.926 21,10
2026-05-08 13F Vanguard Advisers Inc 3.493 340
2026-05-05 13F Sandy Cove Advisors, LLC 3.510 0,06 341 1,19
2026-04-16 13F Tortuga Wealth Management, Inc 2.741 264
2026-05-05 13F Frazier Financial Advisors, LLC 314 31
2026-02-11 13F Parallel Advisors, LLC 23.214 9,04 2.235 8,71
2026-05-13 13F Tobias Financial Advisors, Inc. 3.966 1,33 386 2,39
2026-05-08 13F Vanguard National Trust Co 58.676 5.705
2026-04-14 13F Nova Wealth Management, Inc. 709 69
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15.238 0,10 1.482 1,09
2026-05-12 13F Werba Rubin Papier Wealth Management 5.445 0,04 529 1,15
2026-05-12 13F Independent Advisor Alliance 192.850 2.503,62 18.751 2.529,73
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 997 0,10 97 1,05
2026-05-13 13F Cove Private Wealth, LLC 2.847 277
2026-05-15 13F TCG Advisory Services, LLC 29.722 0,15 2.890 1,12
2026-04-13 13F Ullmann Financial Group, Inc. 191.685 5,18 18.638 6,80
2026-05-07 13F Meeder Advisory Services, Inc. 2.219 216
2026-05-05 13F Putnam Fl Investment Management Co 18.803 39,12 1.828 40,51
2026-05-08 13F Marshall Investment Management, Llc 464 45
2026-04-24 13F Cassia Capital Partners, LLC 6.915 5,12 672 6,16
2026-05-08 13F Arthur M. Cohen & Associates, Llc 5.052 0,14 495 1,86
2026-04-16 13F Sterling Investment Counsel, LLC 7.160 696
2026-05-06 13F Centennial Bank/AR/ 50.275 9,67 4.888 10,76
2026-05-08 13F Bruce G. Allen Investments, LLC 3.531 0,26 343 1,18
2026-05-15 13F Huntington National Bank 4.114 44.982 -1,83
2026-04-28 13F Nvest Financial, LLC 21.936 3,50 2.133 4,51
2026-05-11 13F TD Capital Management LLC 438 0,23 43 0,00
2026-05-14 13F Tempo Wealth, LLC 2.251 0,27 219 0,93
2026-05-12 13F Alaethes Wealth LLC 2.738 4,58 266 5,56
2026-05-12 13F TIAA Wealth Investment Management LLC 704 67
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 689.676 0,79 67.057 1,80
2026-05-06 13F Cornerstone Planning Group LLC 228 83,87 24 91,67
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 3.020 14,01 294 8,52
2026-04-27 13F Arcadia Wealth Management, LLC 3.302 50,30 321 52,13
2026-04-30 13F Sequoia Financial Advisors, LLC 43.187 0,04 4.199 1,06
2026-05-08 13F Blair William & Co/il 166.306 13,39 16.170 14,52
2026-04-21 13F Grimes & Company, Inc. 7.908 0,27 769 1,19
2026-05-12 13F Resurgent Financial Advisors LLC 4.722 1,01 459 2,00
2026-05-13 13F Strategic Financial Concepts, LLC 3.267 318
2026-05-14 13F Dorsey & Whitney Trust CO LLC 65.903 5,04 6.408 6,08
2026-05-08 13F Glenview Trust Co 1.350.641 3,38 131.323 4,41
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 3.618 0,03 352 0,86
2026-05-15 13F Jones Financial Companies Lllp 92.963.542 17,79 8.872.883 16,78
2026-04-09 13F Everhart Financial Group, Inc. 5.306 4,74 516 5,75
2026-05-13 13F Monetary Management Group Inc 14.105 3,30 1.371 4,34
2026-04-28 13F Kingswood Wealth Advisors, Llc 7.460 5,38 725 6,46
2026-05-11 13F Atlas Legacy Advisors, LLC 147.016 2,33 14.301 3,36
2026-04-24 13F Wagner Wealth Management, Llc 17 2
2026-05-08 13F Burke & Herbert Bank & Trust Co 22.194 0,42 2.158 1,41
2026-05-18 13F Bull Harbor Capital LLC 4.542 442
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 3.515 342
2026-05-08 13F Valeo Financial Advisors, LLC 246.781 17,80 23.995 18,98
2026-04-17 13F Monticello Wealth Management, Llc 23.002 0,21 2.236 1,22
2026-05-07 13F VisionPoint Advisory Group, LLC 6.479 24,50 630 25,80
2026-04-27 13F Hunter Associates Investment Management Llc 7.146 0,01 1
2026-04-30 13F Csenge Advisory Group 19.088 1,29 1.856 2,26
2026-04-10 13F Corepath Wealth Partners Llc 21.240 2,26 2.151 3,42
2026-05-01 13F Natural Investments, Llc 2.074 0
2026-05-06 13F LPL Financial LLC 3.755.593 6,69 365.156 7,76
2026-05-15 13F MidFirst Bank 13.031 1,24 1.267 2,26
2026-04-27 13F Td Private Client Wealth Llc 82.077 55,17 7.980 56,72
2026-05-14 13F Ballast Financial Advisors LLC 5.563 10,99 541 12,03
2026-05-06 13F Crescent Grove Advisors, LLC 24.246 11,32 2.357 12,45
2026-04-06 13F GAMMA Investing LLC 29.809 7,07 2.898 8,13
2026-05-14 13F Baird Financial Group, Inc. 8.969.908 3,32 872.144 4,35
2026-04-22 13F Matrix Asset Advisors Inc/ny 59.571 1,09 5.792 2,12
2026-04-20 13F CWA Asset Management Group, LLC 8.914 32,27 867 33,64
2026-04-14 13F Compton Wealth Advisory Group, LLC 15.952 0,32 1.562 2,03
2026-05-04 13F Wsfs Capital Management, Llc 58.289 38,62 5.667 40,00
2026-05-15 13F Alliancebernstein L.p. 170.845 0,66 16.447 0,67
2026-04-14 13F Palisade Asset Management, LLC 5.702 0,02 554 1,09
2026-04-27 13F Moneywise, Inc. 17.007 60,01 1.654 61,58
2026-05-12 13F Alerus Financial Na 979.450 1,75 95.232 2,76
2026-05-04 13F First Foundation Advisors 553.804 6,91 53.846 7,97
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 24.468 8,52 2.379 9,63
2026-04-24 13F Lynx Investment Advisory 4.566 0,02 444 0,91
2026-05-15 13F Vestmark Advisory Solutions, Inc. 10.750 11,40 1.045 12,49
2026-04-15 13F Archford Capital Strategies, LLC 2.759 2,19 268 3,47
2026-04-14 13F Wealthcare Advisory Partners LLC 27.254 15,91 2.650 17,06
2026-05-06 13F Diversified Portfolios, Inc. 3.408 13,30 331 14,53
2026-05-11 13F Catalyst Financial Partners Llc 30.327 10,27 2.949 11,37
2026-05-14 13F Legacy Bridge, LLC 18.854 0,69 1.833 1,72
2026-04-24 13F Key FInancial Inc 1.477 249,17 144 257,50
2026-04-17 13F Charter Trust Co 11.315 23,86 1.100 25,14
2026-05-11 13F Wells Fargo & Company/mn 42.826.207 2,74 4.163.992 3,76
2026-03-12 13F Farmers National Bank 20.160 8,92 1.941 8,56
2026-05-13 13F Lido Advisors, LLC 917.285 3,61 89.188 4,60
2026-05-13 13F Invst, LLC 5.135 47,35 499 48,96
2026-05-07 13F Johnson Financial Group, Inc. 79.331 42,66 7.713 44,09
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 2.811.404 273.353
2026-04-21 13F Main Line Retirement Advisors, LLC 3.125 0,26 304 1,00
2026-05-12 13F Vickerman Investment Advisors, Inc. 6.534 12,38 635 13,60
2026-05-11 13F First National Bank Of Omaha 63.616 1,65 6.066 -0,10
2026-02-17 13F Snowden Capital Advisors LLC 16.581 31,45 1.596 31,14
2026-04-15 13F Redhawk Wealth Advisors, Inc. 4.002 0,23 389 1,30
2026-05-12 13F TD Waterhouse Canada Inc. 24.926 2,21 2.435 3,75
2026-05-04 13F SJA Financial Advisory, LLC 4.660 0,26 453 1,34
2026-05-01 13F Evolution Advisers, Inc. 233 0
2026-05-14 13F Horizon Investments, LLC 162 912,50 16 1.400,00
2026-04-15 13F Parsons Capital Management Inc/ri 17.818 2,39 1.732 3,40
2026-04-28 13F Kiley Juergens Wealth Management, Llc 3.606 351
2026-05-14 13F Brown Brothers Harriman & Co 11.228 0,32 1.092 1,30
2026-05-15 13F Quantinno Capital Management LP 74.705 91,35 7.264 93,27
2026-05-12 13F Commerce Advisors, LLC 3.870 376
2026-05-07 13F Allium Financial Advisors, Llc 32.802 3,14 3.189 4,18
2026-05-07 13F Carl P. Sherr & Co., LLC 55.848 1,20 5.430 -0,79
2026-05-13 13F Objectivity Squared, LLC 3.326 0,27 323 1,25
2026-05-06 13F Performa Ltd (US), LLC 198.901 19.890.000,00 19.339
2026-05-06 13F Avalon Trust Co 1.596 59,60 155 61,46
2026-04-20 13F BTC Capital Management, Inc. 48.134 1,98 4.680 3,02
2026-05-14 13F Diversified Enterprises, LLC 7.633 12,51 742 13,63
2026-05-05 13F Napier Financial, LLC 190 18
2026-05-13 13F Champlain Investment Partners, LLC 35.300 3.432
2026-05-11 13F First Financial Bankshares Inc 10.196 20,12 991 21,30
2026-05-29 13F Keel Point, LLC 5.913 5,87 575 6,89
2026-05-06 13F Assetmark, Inc 16.637 11,88 1.618 13,00
2026-05-29 13F Krane Financial Solutions LLC 132.678 12.900
2026-04-22 13F Midwest Financial Group LLC 8.765 15,68 852 16,87
2026-04-28 13F Paller Financial Services Inc 23.015 337,38 2.238 342,09
2026-05-15 13F Advisor Group Holdings, Inc. 745.064 8,21 72.463 9,28
2026-04-14 13F SigFig Wealth Management, LLC 18.059 12,88 1.756 13,96
2026-04-24 13F Boston Trust Walden Corp 19.735 0,05 1.919 1,05
2026-05-15 13F Marquette Associates, Inc. 15.136 1.472
2026-04-29 13F Landmark Wealth Management, LLC 4.595 17,91 447 18,93
2026-04-16 13F Whitener Capital Management, Inc. 4.172 406
2026-04-24 13F Root Financial Partners, LLC 377 17,08 37 20,00
2026-05-15 13F Larson Financial Group LLC 7.617 0,24 741 1,23
2026-04-15 13F ARS Wealth Advisors Group, LLC 3.262 0,03 317 1,28
2026-05-12 13F Sfmg, Llc 5.707 1,24 555 2,21
2026-05-14 13F Regal Investment Advisors LLC 2.261 220
2026-05-15 13F Pinney & Scofield, Inc. 10.760 1,51 1.046 2,55
2026-05-12 13F Clark Wealth Partners 46 4
2026-04-16 13F Strategic Advisory Partners, Llc 18 2
2026-05-05 13F UBS Group AG 7.245.637 20,49 704.493 21,69
2026-05-15 13F Equitable Holdings, Inc. 223.419 6,99 1.580 -92,15
2026-05-11 13F Savvy Advisors, Inc. 11.181 1,07 1.087 2,07
2026-05-14 13F RPg Family Wealth Advisory, LLC 3.062 298
2026-04-20 13F Apella Capital, LLC 9.684 71,25 1.009 85,29
2026-04-28 13F Lansing Street Advisors 2.332 0,13 227 0,89
2026-05-05 13F Prairieview Wealth Partners, Llc 110.846 1,71 10.778 2,73
2026-05-15 13F Smartleaf Asset Management LLC 1.035 6,15 98 4,26
2026-04-20 13F First Bancorp, Inc /ME/ 7.386 10,30 718 11,49
2026-05-14 13F Rockefeller Capital Management L.P. 949.587 2,59 92.328 3,62
2026-05-14 13F EP Wealth Advisors, Inc. 52.979 5,18 5.151 6,23
2026-05-15 13F Cerity Partners LLC 898.470 4,50 87.377 5,56
2026-05-11 13F Camden Capital, LLC 18.859 32,04 1.834 33,31
2026-04-16 13F Sunbeam Capital Management, LLC 12.958 0,26 1.260 1,21
2026-02-13 13F Nicolet Advisory Services, Llc 4.743 475
2026-05-07 13F Beck Bode, LLC 4.964 0,26 483 1,26
2026-04-09 13F Wedmont Private Capital 9.275 0,11 939 2,62
2026-05-12 13F Crusonia Wealth Advisors LLC 2.913 0,07 283 1,07
2026-05-08 13F Addison Advisors LLC 476 46
2026-02-17 13F Glenmede Trust Co Na 101.003 9,77 9.724 24,22
2026-05-13 13F Ubs Asset Management Americas Inc 375.884 887,09 36.547 897,19
2026-04-29 13F American Wealth Advisors, LLC 9.800 1,93 953 2,92
2026-05-12 13F Invesco Ltd. 3.704 360
2026-04-16 13F Klaas Financial Asset Advisors, LLC 104.564 10.167
2026-05-14 13F Neuberger Berman Group LLC 10.320 0,46 1.003 1,52
2026-04-16 13F First Merchants Corp 68.550 0,29 6.665 1,31
2026-05-15 13F Susquehanna International Group, Llp 23.622 11,48 2.297 12,60
2026-04-23 13F Cornerstone Wealth Management, LLC 24.365 14,68 2.369 15,84
2026-05-06 13F Heartland Bank & Trust Co 13.700 1.332
2026-05-06 13F Hartland & Co., LLC 768.730 0,49 74.744 1,49
2026-05-11 13F RiverFront Investment Group, LLC 12.753 11,84 1.240 12,94
2026-05-12 13F Ausdal Financial Partners, Inc. 18.390 9,09 1.788 10,23
2026-05-12 13F Circle Wealth Management, LLC 9.247 0,03 899 1,12
2026-04-03 13F Investors Research Corp 17.725 0,12 1.723 1,12
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 519.587 9,00 51 11,11
2026-04-30 13F Independence Bank of Kentucky 89.296 1,85 8.682 2,87
2026-05-12 13F CIBC Bancorp USA Inc. 3.149.904 6,50 306.234 7,24
2026-04-03 13F Adirondack Trust Co 3.116 7,49 303 8,24
2026-05-15 13F Brown Advisory Inc 373.719 0,74 36.337 1,75
2026-05-08 13F HORAN Wealth, LLC 42.236 100,00 4.067 100,15
2026-05-12 13F One Capital Management, LLC 76.746 35,00 7.462 36,37
2026-05-15 13F Matrix Private Capital Group Llc 18.426 3,71 1.792 4,74
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 7.824 104,34 761 106,52
2026-04-27 13F Moran Wealth Management, LLC 2.952 287
2026-05-12 13F WCG Wealth Advisors LLC 13.169 20,62 1.280 21,79
2026-04-01 13F Vigilare Wealth Management 26.829 303,87 2.609 308,14
2026-05-01 13F Advisors Capital Management, LLC 11.962 0,13 1.163 1,13
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.885 3,57 0
2026-04-29 13F Orin Green Financial, LLC 61.929 0,15 6.021 1,14
2026-05-04 13F Retirement Planning Group 10.676 27,43 1.038 28,78
2026-05-06 13F Intrust Bank Na 272.742 26.519
2026-04-22 13F Detalus Advisors, LLC 3.221 0,03 313 0,97
2026-04-21 13F Madson Wealth Advisors Inc 3.787 368
2026-04-27 13F Smith & Howard Wealth Management, LLC 54.989 14,70 5.332 15,54
2026-05-13 13F Hirtle Callaghan & Co LLC 14.431 180,59 1.403 183,43
2026-05-14 13F Bollard Group LLC 2.371 0,17 0
2026-05-05 13F IMC-Chicago, LLC 5.960 579
2026-05-04 13F Redwood Park Advisors LLC 740 0,14 72 0,00
2026-05-13 13F O'shaughnessy Asset Management, Llc 32.036 66,92 3.115 68,60
2026-05-12 13F Partners Capital Investment Group, Llp 15.280 0,27 1.486 1,23
2026-05-01 13F Associated Banc-corp 6.398 50,36 622 52,08
2026-05-04 13F N.E.W. Advisory Services LLC 196 5,38 19 11,76
2026-05-07 13F Samara Investment Management, LLC 2.201 214
2026-05-06 13F 71 West Capital Partners 3.580 348
2026-05-15 13F Tudor Investment Corp Et Al 11.035 1.073
2026-05-06 13F Gryphon Financial Partners LLC 51.799 7,31 5.036 8,37
2026-04-17 13F Forefront Wealth Partners, LLC 13.199 17,04 1.283 18,25
2026-05-15 13F Wellspring Financial Advisors, LLC 10.932 38,64 1.063 39,92
2026-05-06 13F Meridian Wealth Management, LLC 105.634 297,00 10.271 301,02
2026-04-14 13F Legacy Trust 42.980 0,16 4.179 1,16
2026-04-28 13F Robertson Stephens Wealth Management, LLC 315.590 64,87 30.685 66,52
2026-04-28 13F Whittier Trust Co Of Nevada Inc 211.289 4,24 20.865 3,10
2026-05-14 13F StoneX Group Inc. 108.019 4,78 10.503 5,81
2026-05-11 13F HBK Sorce Advisory LLC 16.791 0,17 1.766 3,52
2026-04-08 13F Lpwm Llc 49.482 0,68 4.811 1,69
2026-05-14 13F Rare Wolf Capital LLC 11.150 0,02 1.084 1,03
2026-04-20 13F Kestra Private Wealth Services, Llc 90.405 13,32 8.790 14,45
2026-04-27 13F Tanglewood Legacy Advisors, LLC 91.595 0,59 8.906 1,59
2026-04-21 13F Unique Wealth, Llc 174.205 4,31 16.938 5,35
2026-05-19 13F Front Row Advisors LLC 2.844 5,57 277 6,56
2026-04-20 13F Jfs Wealth Advisors, Llc 26.380 0,84 2.565 1,83
2026-05-14 13F Synergy Financial Group, LTD 4.331 421
2026-04-22 13F Continuum Advisory, LLC 29.369 3,54 2.856 4,58
2026-05-05 13F Cullen/frost Bankers, Inc. 51.651 1,65 5.022 2,66
2026-04-20 13F Foster Victor Wealth Advisors, LLC 4.887 501
2026-02-12 13F CIBC Private Wealth Group, LLC 3.149.600 6,38 303.212 6,08
2026-04-30 13F BRYN MAWR TRUST Co 410.635 18,17 39.926 19,35
2026-02-20 13F SB Capital Management Inc 9.854 949
2026-04-21 13F Old National Bancorp /in/ 132.226 0,57 12.856 1,57
2026-05-05 13F Legacy Advisors, LLC 212.098 0,57 20.622 1,57
2026-05-07 13F Summitpoint Capital Management 7.134 687
2026-02-06 13F Global Retirement Partners, LLC 59.704 59,16 5.748 58,71
2026-05-08 13F/A JPL Wealth Management, LLC 134 13
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 725.457 19,24 70.542 20,44
2026-04-06 13F Israel Discount Bank of New York 3.115 6,46 303 7,47
2026-04-20 13F Tranquility Partners, LLC 8.266 14,28 804 15,37
2026-05-15 13F Blue Chip Partners, Inc. 2.059 200
2026-05-04 13F Archer Investment Corp 79 8
2026-05-08 13F TPG Financial Advisors, LLC 11.599 1,22 1.128 2,18
2026-05-13 13F Federation des caisses Desjardins du Quebec 5.745 9,41 559 10,50
2026-05-04 13F Consolidated Investment Group LLC 362.100 12,06 35.207 13,17
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 15.578 2,41 1.515 3,42
2026-04-22 13F Coastal Investment Advisors, Inc. 459 14,46 45 15,79
2026-04-28 13F Golden State Equity Partners 16.596 122,05 1.614 124,34
2026-05-13 13F Argent Trust Co 162.114 14,36 15.762 15,50
2026-04-08 13F Wealth Science Advisors LLC 106 10
2026-04-21 13F Tritonpoint Wealth, Llc 2.934 7,35 285 8,37
2026-04-16 13F Asset Advisory Group, Inc. 9.550 0,09 929 1,09
2026-04-27 13F Forte Asset Management Llc 72.182 0,54 7.018 1,55
2026-05-14 13F 3 Factor Indexing, Llc 1.840 179
2026-05-01 13F Richardson Financial Services Inc. 6.890 14,19 670 15,34
2026-04-16 13F Brookstone Capital Management 7.608 11,72 740 12,82
2026-05-11 13F Delta Asset Management Llc/tn 12 1
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 26.479 0,41 2.575 1,42
2026-05-15 13F Fmr Llc 4.088.657 0,79 397.540 1,80
2026-05-15 13F Leslie Global Wealth, LLC 11.427 4,43 1.111 5,51
2026-05-11 13F Aprio Wealth Management, LLC 24.886 535,66 2.420 1,04
2026-05-04 13F Procyon Private Wealth Partners, LLC 32.210 4,47 3.132 5,49
2026-04-29 13F Northwest Wealth Advisors, LLC 38.872 13,24 3.780 14,38
2026-05-13 13F Triumph Capital Management 60.002 0,60 5.834 1,60
2026-04-06 13F Rosenberg Matthew Hamilton 94 147,37 9 200,00
2026-05-13 13F Green Harvest Asset Management LLC 3.637 28,24 354 29,30
2026-04-28 13F BLB&B Advisors, LLC 6.938 1,91 675 2,90
2026-04-14 13F Well Done, LLC 17.697 8,33 1.721 9,41
2026-05-08 13F McAdam, LLC 2.282 7,34 222 8,33
2026-04-17 13F Morris Financial Concepts, Inc. 1.989 45,82 193 47,33
2026-04-28 13F TritonPoint Partners, LLC 2.263 220
2026-05-13 13F Natixis Advisors, L.p. 2.915.275 48,59 283 50,53
2026-05-13 13F River Wealth Advisors LLC 450.160 4,64 43.769 5,69
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 10.838 1,58 1.054 2,53
2026-05-01 13F Valmark Advisers, Inc. 29.732 8,88 2.891 9,97
2026-05-15 13F DT Investment Partners, LLC 268.887 9,00 26.144 10,09
2026-05-12 13F Leavell Investment Management, Inc. 9.938 6,53 966 7,57
2026-05-11 13F Linscomb & Williams, Inc. 18.145 27,24 1.764 28,57
2026-05-14 13F CIBC World Markets Inc. 4.432 65,87 431 67,32
2026-05-12 13F Summit Trail Advisors, Llc 106.888 1.055,92 10.393 1.067,64
2026-05-08 13F New England Private Wealth Advisors LLC 59.694 0,26 5.804 1,27
2026-05-07 13F JMG Financial Group, Ltd. 916.371 5,55 89.099 6,61
2026-05-11 13F Allstate Corp 4.550 44,44 442 45,87
2026-05-29 13F Asset Dedication, LLC 1.677 89,06 163 91,76
2026-05-05 13F Allspring Global Investments Holdings, LLC 40.470 1,39 3.962 2,01
2026-04-21 13F E&G Advisors, LP 9.153 83,06 890 84,82
2026-05-04 13F Bridges Investment Management Inc 210.148 0,60 20.433 1,60
2026-05-15 13F Okabena Investment Services Inc 14.547 20,10 1.414 21,27
2026-04-22 13F Patton Fund Management, Inc. 169.425 2,00 16.473 3,02
2026-05-11 13F Legacy Edge Advisors, LLC 369.247 11,56 35.902 12,67
2026-05-14 13F Blalock Williams, Llc 2.349 10,18 228 11,22
2026-04-17 13F United Advisor Group, LLC 3.868 376
2026-04-29 13F Cvfg Llc 7.714 23,84 750 25,21
2026-05-07 13F Basepoint Wealth LLC 443 0,23 43 2,38
2026-04-21 13F OneAscent Financial Services LLC 3.799 38,10 369 39,77
2026-04-06 13F Sincerus Advisory, LLC 79.854 3,96 7.764 5,00
2026-05-14 13F PlanVest Financial, Inc 542 53
2026-04-23 13F Summit Wealth Group Llc / Co 3.313 322
2026-04-16 13F Southern Capital Advisors, Llc 19.489 0,83 1.895 1,83
2026-05-01 13F Johnson Investment Counsel Inc 2.907.847 3,21 282.730 4,24
2026-04-23 13F Fairway Wealth LLC 18.957 0,24 1.843 1,26
2026-04-29 13F Odyssey Capital Advisors, Inc. 14.818 19,83 1.441 21,01
2026-05-06 13F Catalyst Capital Advisors LLC 768.475 12,16 74.719 13,28
2026-04-20 13F Penobscot Wealth Management 11.808 1.148
2026-04-13 13F Mather Group, Llc. 35.411 0,71 3.443 1,71
2026-04-17 13F Richards, Merrill & Peterson, Inc. 8 1
2026-05-07 13F Fox Financial, Inc 157.962 0,90 15.359 1,90
2026-05-13 13F Bank Of Montreal /can/ 1.966.876 27,12 191.239 28,38
2026-04-10 13F AssuredPartners Investment Advisors, LLC 2.614 258
2026-04-17 13F Fifth Third Wealth Advisors LLC 216.920 2,97 21.091 3,99
2026-04-20 13F SILVER OAK SECURITIES, Inc 2.347 0,73 228 0,88
2026-05-15 13F Aqr Capital Management Llc 54.326 62,51 5.282 64,14
2026-04-27 13F Exencial Wealth Advisors, Llc 4.990 0,04 485 1,04
2026-05-13 13F Freestone Capital Holdings, LLC 6.951 0,03 676 0,90
2026-04-23 13F Summit Investment Advisory Services, LLC 8.022 0,02 780 0,91
2026-05-05 13F Cherry Tree Wealth Management, LLC 509 49
2026-02-17 13F Main Street Financial Solutions, LLC 3.563 24,58 343 24,28
2026-04-30 13F Relyea Zuckerberg Hanson LLC 6.374 0,14 620 1,14
2026-05-14 13F Fort Point Capital Partners LLC 35.152 13,40 3.418 9,06
2026-04-24 13F My Purposeful Wealth Corp. 5.319 0,25 517 1,37
2026-05-11 13F Phillip James Consulting Co. 5.146 1.099
2026-05-05 13F Prairie Wealth Advisors, Inc. 0 385 1,05
2026-04-17 13F Ignite Planners, LLC 2.468 0,04 240 -2,05
2026-04-17 13F James J. Burns & Company, LLC 4.423 0,05 430 1,18
2026-04-23 13F SJS Investment Consulting Inc. 1.663 62,24 162 64,29
2026-04-16 13F Evolve Private Wealth, Llc 4.615 21,29 449 22,40
2026-04-03 13F Hickory Point Bank & Trust 1.996 194
2026-05-01 13F Fifth Third Bancorp 2.547.979 25,75 247.740 27,00
2026-05-15 13F Summit Financial, LLC 86.838 22,55 8.443 23,78
2026-05-01 13F Ferguson Wellman Capital Management, Inc 2.291 223
2026-05-11 13F Empirical Asset Management, LLC 14.838 6,43 1.443 7,45
2026-05-11 13F Great Valley Advisor Group, Inc. 16.695 4,10 1.623 5,18
2026-05-01 13F American Trust 2.693 0,67 262 1,56
2026-05-07 13F Burk Holdings LLC 182 18
2026-05-01 13F Thrivent Financial For Lutherans 235.136 3,16 23 0,00
2026-04-27 13F Sound Income Strategies, LLC 2.535 7,10 248 4,20
2026-04-22 13F Phoenix Wealth Advisors 4.028 0,67 392 1,56
2026-04-21 13F Columbus Macro, LLC 20.528 3,25 1.996 4,29
2026-05-12 13F Moneta Group Investment Advisors Llc 111.885 2,22 10.879 3,25
2026-01-13 13F Stephens Consulting, LLC 962 93
2026-05-14 13F Strategic Advisors LLC 17.134 1,29 1.666 2,27
2026-04-28 13F Fundamentun, Llc 7.106 0,07 691 1,02
2026-05-14 13F Synergy Investment Management, LLC 377 37
2026-04-09 13F Baron Financial Group, LLC 68.036 4,66 6.615 5,70
2026-01-29 13F Vanguard Group Inc 61.973 1,13 5.966 0,85
2026-04-30 13F Kestra Advisory Services, LLC 312.220 23,23 30.357 24,46
2026-04-10 13F Windsor Capital Management, LLC 4.867 0,89 473 1,94
2026-05-15 13F Goldman Sachs Group Inc 1.966.484 1,26 191.201 2,27
2026-05-15 13F Advisory Services Network, LLC 70.293 8,18 6.835 9,26
2026-04-27 13F Mount Yale Investment Advisors, LLC 11.358 17,70 1.104 18,84
2026-04-29 13F Skopos Labs, Inc. 25.018 5,85 2.432 5,60
2026-05-15 13F Aberdeen Wealth Management LLC 2.640 257
2026-04-27 13F HB Wealth Management, LLC 45.218 2,12 4.397 3,14
2026-02-13 13F Colony Group, LLC 501.958 6,89 48.325 6,59
2026-05-14 13F Allworth Financial LP 23.862 9,54 2.320 10,63
2026-05-15 13F Carret Asset Management, Llc 72.126 0,83 7.013 1,83
2026-04-17 13F Integrated Capital Management, LLC 2.479 241
2026-05-11 13F MCF Advisors LLC 317.294 3.265,80 30.851 3.301,32
2026-05-12 13F Ameritas Advisory Services, LLC 34.196 10,75 3.325 11,84
2026-05-12 13F Voya Investment Management Llc 103.396 10,42 10.053 11,53
2026-05-04 13F Calamos Advisors LLC 14.105 1.371
2026-04-13 13F Gill Capital Partners, Llc 932 91
2026-04-16 13F Smith Thornton Advisors LLC 52.590 0,72 5.113 1,73
2026-01-29 13F Concurrent Investment Advisors, LLC 220.505 1.138,03 21.228 1.134,90
2026-04-20 13F MBM Wealth Consultants, LLC 121 12
2026-05-13 13F NewEdge Wealth, LLC 89.374 7,39 8.690 8,46
2026-04-09 13F OFS Enterprise LLC 3.021 294
2026-05-11 13F CAPROCK Group, Inc. 16.795 0,01 1.633 1,05
2026-05-12 13F Kingsview Wealth Management, LLC 46.374 5,45 4.509 6,50
2026-05-07 13F Legacy Wealth Managment, LLC/ID 2.205 75,00 214 76,86
2026-05-15 13F Integrated Wealth Concepts LLC 42.849 156,81 4.166 159,40
2026-05-15 13F Perennial Investment Advisors, LLC 10.309 0,78 1.002 1,83
2026-05-13 13F PKS Advisory Services, LLC 6.108 7,54 594 8,61
2026-05-15 13F Hancock Whitney Corp 56.411 1,84 5.518 3,47
2026-04-27 13F Albion Financial Group /ut 857.371 0,46 83.362 1,46
2026-04-13 13F Enclave Advisors LLC 3.363 0,06 327 0,93
2026-05-15 13F Ascent Group, LLC 127.752 0,18 12.421 1,18
2026-05-12 13F Reyes Financial Architecture, Inc. 185 18
2026-02-17 13F SageView Advisory Group, LLC 55.758 7,19 5.368 6,87
2026-04-21 13F Narus Financial Partners, LLC 30.580 5,42 2.973 6,48
2026-04-08 13F Sapient Capital Llc 12.448 43,74 1.210 43,71
2026-05-15 13F Wick Capital Partners, LLC 2.835 276
2026-04-08 13F Ccg Wealth Management, Llc 281.775 18,67 27.397 19,85
2026-05-15 13F RMB Capital Management, LLC 66.730 2,23 6.488 3,26
2026-05-15 13F Ancora Advisors, LLC 21.555 7,77 2.096 8,83
2026-05-15 13F Hillman Capital Management, Inc. 2.449 0,66 238 1,71
2026-04-23 13F Barry Investment Advisors, LLC 2.230 0,18 217 0,93
2026-04-22 13F Avise Financial Cooperative, Inc. 2.071 201
2026-04-02 13F Collective Family Office Llc 2.058 200
2026-05-14 13F Nicolet Bankshares Inc 24.039 207,48 2.340 211,17
2026-04-24 13F Flagship Private Wealth, LLC 4.858 4,32 472 5,36
2026-04-24 13F Axis Wealth Partners, LLC 6.282 1,75 611 2,69
2026-04-10 13F Great Oak Capital Partners, Llc 3.098 0,26 314 4,33
2026-04-21 13F Mesirow Financial Investment Management, Inc. 1.126.058 268,64 109.487 272,33
2026-05-13 13F Protective Life Corp 4.275 416
2026-04-21 13F Nemes Rush Group LLC 249 0,40 24 4,35
2026-04-27 13F Baer Investment Advisory LLC 4.446 432
2026-04-24 13F Stock Yards Bank & Trust Co 553.628 6,98 53.829 8,04
2026-04-15 13F Register Financial Advisors LLC 4.996 4,26 486 5,21
2026-05-13 13F First Trust Advisors Lp 5.318 0,25 517 1,37
2026-05-05 13F Newbridge Financial Services Group, Inc. 280 93,10 27 107,69
2026-05-13 13F Dickmeyer Boyce Financial Management, Inc. 67.057 6.520
2026-04-15 13F Steinberganna Wealth Management 3.809 0,16 370 1,09
2026-04-23 13F St. Clair Advisors, LLC 39.470 58,36 3.838 59,94
2026-05-11 13F REAP Financial Group, LLC 1.791 20,44 174 21,68
2026-04-22 13F Millburn Ridgefield Corp 768.475 12,16 74.719 13,28
2026-05-14 13F Lgl Partners, Llc 8.954 0,27 871 1,28
2026-05-13 13F AE Wealth Management LLC 331.521 7,51 32.234 8,58
2026-04-08 13F Canandaigua National Corp 51.949 5.051
2026-04-21 13F Accredited Investor Services, Llc 3.032 21,28 295 22,50
2026-05-07 13F First National Trust Co 118.495 3,12 11.521 4,15
2026-04-16 13F Rainier Family Wealth Inc 22.333 19,20 2.171 20,41
2026-05-12 13F First American Trust, Fsb 7.589 17,91 738 19,06
2026-05-04 13F Chicago Partners Investment Group LLC 65.290 1,25 6.782 4,81
2026-04-20 13F Hoxton Planning & Management, LLC 91.725 0,64 8.918 1,64
2026-05-14 13F RMG Wealth Management LLC 193 20
2026-04-13 13F Winthrop Advisory Group LLC 13.098 0,09 1.274 1,11
2026-05-18 13F Arkadios Wealth Advisors 33.653 31,68 3.272 33,01
2026-05-12 13F GGM Financials LLC 142.648 3,13 13.870 4,16
2026-04-30 13F Indivisible Partners 9.942 30,28 967 31,61
2026-05-01 13F Global Assets Advisory, LLC 631 90
2026-05-15 13F Tower Research Capital LLC (TRC) 21.302 214,14 2.071 217,64
2026-05-05 13F Fisher Asset Management, LLC 3.916 5,07 381 6,15
2026-05-15 13F Fairview Capital Investment Management, Llc 2.997 291
2026-05-04 13F Bedel Financial Consulting, Inc. 42.895 6,68 4.171 7,72
2026-05-11 13F Erste Asset Management GmbH 36.500 30,82 3.458 28,79
2026-01-26 13F Thomasville National Bank 6.009 0,70 578 0,35
2026-05-11 13F Daymark Wealth Partners, Llc 15.074 0,42 1.466 1,38
2026-04-06 13F Versant Capital Management, Inc 98.354 2.273,41 9.563 2.302,51
2026-05-12 13F Hilltop Partners LLC 2.389 0,04 232 1,31
2026-04-07 13F Farther Finance Advisors, LLC 36.656 26,49 3.589 28,68
2026-05-14 13F Ieq Capital, Llc 90.273 4,24 8.777 5,28
2026-05-08 13F Strategic Financial Services, Inc, 2.081 202
2026-05-07 13F Nordwand Advisors, LLC 11.795 2,83 1.147 3,80
2026-04-23 13F Next Level Private LLC 7.955 2,71 773 3,76
2026-05-05 13F Frisch Financial Group, Inc. 3.104 26,95 302 28,09
2026-04-13 13F Breachway Investments LLC 4.895 4,93 479 6,68
2026-04-24 13F Bellevue Asset Management, Llc 2.436 1,25 237 2,16
2026-04-02 13F Crumly & Associates Inc. 17.564 0,93 1.708 1,91
2026-04-16 13F Rockland Trust Co 6.085 69,74 592 71,30
2026-05-04 13F 1st Source Bank 22.717 5,94 2.209 6,98
2026-05-14 13F Pinnacle Financial Partners, Inc. 1.253.521 0,35 121.880 1,35
2026-05-12 13F Baker Avenue Asset Management, LP 4.267 3,14 415 4,02
2026-05-06 13F German American Bancorp, Inc. 961.460 0,26 93.483 1,26
2026-05-15 13F/A Arrowroot Family Office, LLC 12.614 15,21 1.226 16,32
2026-04-15 13F Roan Capital Partners 11.829 1.150
2026-04-27 13F Integrity Wealth Partners, LLC 3.500 340
2026-05-15 13F Citadel Advisors Llc Put 7.600 216,67 739 219,48
2026-04-21 13F Pacific Park Financial, Inc. 12.168 18,57 1.183 19,86
2026-05-15 13F Asset Management Group, Inc. 39.600 0,26 3.850 1,26
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 127.738 5,58 12.420 6,63
2026-05-12 13F Jane Street Group, Llc 21.974 339,48 2.137 344,07
2026-05-14 13F MRP Capital Investments, LLC 4.971 14,38 483 15,55
2026-04-16 13F Beese Fulmer Investment Management, Inc. 14.334 74,59 1.394 76,33
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 800 78
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 176 34,35 17 41,67
2026-04-16 13F Allegheny Financial Group LTD 5.701 27,45 554 28,84
2026-04-22 13F Harbor Asset Planning, Inc. 9.269 0,98 901 2,04
2026-04-10 13F Legacy Wealth Management, LLC / MS 3.281 0,12 319 0,95
2026-05-12 13F Guidance Point Advisors, LLC 3.893 0,03 379 1,07
2026-04-23 13F Oppenheimer & Co Inc 51.188 13,40 4.977 14,55
2026-04-14 13F William Mack & Associates, Inc. 5.096 0,26 495 1,23
2026-05-07 13F Northwestern Mutual Wealth Management Co 1.197.713 1,54 116.454 2,55
2026-04-21 13F Torrey Growth & Income Advisors 5.458 0,11 524 0,00
2026-04-29 13F BEAM Asset Management, LLC 77.300 5,41 7.516 6,46
2026-05-08 13F Compass Capital Corp /ma/ /adv 14.425 15,42 1.513 18,31
2026-04-15 13F Atwood & Palmer Inc 165 16
2026-04-09 13F Life Line Wealth Management Llc 148.081 362,02 14.398 366,68
2026-05-11 13F Founders Financial Alliance, LLC 3.202 29,22 311 30,67
2026-04-24 13F Peoples Bank /oh 19.143 0,90 1.861 1,92
2026-05-05 13F Leo Wealth, LLC 17.630 0,27 1.714 1,30
2026-05-08 13F Stelac Advisory Services LLC 3.750 365
2026-05-04 13F AMG National Trust Bank 3.889.097 2,03 378.137 3,05
2026-04-23 13F Blue Rock Wealth Management LLC 2.149 209
2026-04-29 13F Mycio Wealth Partners, Llc 49.729 7,67 4.835 8,75
2026-04-17 13F AdvisorNet Financial, Inc 4.856 5,52 472 6,55
2026-05-13 13F Transcend Wealth Collective, Llc 9.265 7,95 901 8,96
2026-04-24 13F Oakworth Capital, Inc. 1.215.916 2,57 118.224 3,59
2026-05-12 13F Ballast Advisors Llc 1.696 3,60 0 -100,00
2026-01-14 13F ORG Partners LLC 4.216 44,88 406 44,64
2026-04-21 13F GHP Investment Advisors, Inc. 3.259 0,93 317 1,94
2026-04-23 13F Greenhouse Wealth Management, LLC 7.209 0,26 701 1,16
2026-05-12 13F Operose Advisors LLC 10.564 0,05 1.027 1,08
2026-05-15 13F IHT Wealth Management, LLC 45.416 1,78 4.416 1,56
2026-04-06 13F CX Institutional 1.099 26,61 0
2026-05-14 13F Capital Analysts, Inc. 7.929 159,12 1
2026-05-13 13F Jaffetilchin Investment Partners, LLC 10.407 4,91 1.012 5,97
2026-04-21 13F Piedmont Capital Management, LLC/NC 6.648 175,85 646 178,45
2026-05-05 13F Regions Financial Corp 316.754 5,77 30.798 6,83
2026-04-29 13F/A True Link Financial Advisors, LLC 322 31
2026-05-08 13F Fund Evaluation Group, LLC 35.293 21,39 3.432 22,58
2026-05-05 13F Wealthfront Advisers Llc 28.337 23,07 2.755 24,32
2026-03-31 13F Sankala Group LLC 174 55,36 17 45,45
2026-05-11 13F Rossby Financial, LCC 2.338 135,45 229 140,00
2026-05-01 13F Hohimer Wealth Management, Llc 4.450 433
2026-05-14 13F Mason Investment Advisory Services, Inc. 4.288 0,02 417 0,97
2026-05-12 13F Three Bridge Wealth Advisors, LLC 147.446 8,16 14.336 9,24
2026-05-05 13F PFG Advisors 27.589 92,16 2.682 94,07
2026-05-19 13F Paragon Private Wealth Management, LLC 86.799 2,95 8.439 3,98
2026-04-29 13F Frank, Rimerman Advisors LLC 27.695 0,11 2.693 1,09
2026-04-21 13F Chapin Davis, Inc. 36.892 3,91 3.587 4,94
2026-05-07 13F Cassaday & Co Wealth Management LLC 12.604 11,25 1.225 12,39
2026-05-13 13F 49 Wealth Management, Llc 5.730 19,65 557 20,82
2026-05-04 13F LJI Wealth Management, LLC 194.469 7,28 18.908 8,36
2026-05-12 13F Tower Bridge Advisors 16.576 1.612
2026-04-17 13F Buffalo Business & Estate Services Ltd 14.670 3,09 1.426 4,16
2026-04-07 13F Sage Capital Advisors,llc 17.624 0,06 1.714 1,06
2026-06-01 13F First Nebraska Trust Co 6.285 3,88 611 4,98
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 8.922 0,11 868 1,17
2026-05-08 13F Vann Equity Management LLC 5.550 540
2026-04-20 13F Ronald Blue Trust, Inc. 16.022 37,86 1.558 39,27
2026-04-10 13F Ballew Advisors, Inc 6.739 0,79 682 1,64
2026-05-15 13F Ameriprise Financial Inc 3.016.398 6,80 293.454 7,94
2026-04-09 13F Tompkins Financial Corp 151.806 30,56 14.760 31,87
2026-04-28 13F Shelton Wealth Management, Llc 95.760 21,48 9.311 22,69
2026-04-27 13F Beacon Financial Advisory LLC 9.396 0,07 914 1,11
2026-05-01 13F Midwest Trust Co 102.419 26,37 9.958 27,63
2026-04-10 13F Magnus Financial Group LLC 4.134 0,24 402 1,01
2026-04-23 13F Fairman Group, LLC 2.224 0,18 216 1,41
2026-02-13 13F Motiv8 Investments LLC 30.982 0,73 3 -99,93
2026-05-08 13F Steward Partners Investment Advisory, Llc 554.250 4,80 53.890 5,84
2026-05-15 13F Excelsior Advisor Network LLC 11.159 96,25 1.085 98,17
2026-04-13 13F Lake Street Financial Llc 5.328 9,90 518 11,16
2026-04-21 13F BankPlus Wealth Management LLC 22.440 5,82 2.182 6,86
2026-04-30 13F Mv Capital Management, Inc. 113.017 9,46 10.989 10,55
2026-02-05 13F Center for Financial Planning, Inc. 9.021 0,12 868 -0,12
2026-04-21 13F Welch Group, LLC 2.458 0,45 239 1,28
2026-04-17 13F Webster Bank, N. A. 16.436 7,94 1.598 9,08
2026-05-15 13F Destination Wealth Management 2.764 269
2026-05-04 13F Sigma Planning Corp 33.304 4,00 3.238 5,06
2026-04-28 13F Nbt Bank N A /ny 10.670 1,62 1.037 2,67
2026-05-06 13F MTM Investment Management, LLC 4.230 0,02 411 0,98
2026-05-20 13F SOA Wealth Advisors, LLC. 30.000 2,05 2.917 3,04
2026-05-13 13F SRS Capital Advisors, Inc. 27.196 44,15 2.644 45,59
2026-05-15 13F Harbour Investments, Inc. 21.629 224,71 2.103 228,08
2026-05-07 13F Avidian Wealth Solutions, LLC 170.441 1,13 16.572 2,13
2026-04-29 13F Montag A & Associates Inc 14.131 3,67 1.374 4,65
2026-05-14 13F VestGen Advisors, LLC 228.901 579,88 24.028 641,35
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 11.766 0,48 1.144 1,51
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