Podstawowe statystyki
| Akcje instytucjonalne (długie) | 1 455 514 436 - 92,28% (ex 13D/G) - change of 53,57MM shares 3,82% MRQ |
| Wartość instytucjonalna (długa) | $ 234 711 873 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Morgan Stanley (CH:MS) posiada 2540 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 1,455,514,436 akcji. Do największych akcjonariuszy należą Mitsubishi Ufj Financial Group Inc, Vanguard Group Inc, State Street Corp, BlackRock, Inc., Vanguard Capital Management Llc, Jpmorgan Chase & Co, Vanguard Portfolio Management Llc, Geode Capital Management, Llc, Fisher Asset Management, LLC, and Fmr Llc .
Morgan Stanley (SWX:MS) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
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Load All| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | JNBA Financial Advisors | 8 | 0,00 | 1 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | Call | 475 900 | -8,11 | 75 368 | -18,03 | |||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 561 713 | 26,87 | 91 183 | 16,01 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | Put | 589 500 | -19,96 | 93 359 | -28,60 | |||
| 2026-05-14 | 13F | B&l Asset Management Llc | 4 607 | 13,28 | 758 | 4,99 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 237 672 | 48,46 | 39 114 | 37,62 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 43 578 279 | 22,02 | 6 901 492 | 8,85 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 1 622 | 267 | ||||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 5 715 | -2,54 | 941 | -9,70 | ||||
| 2026-04-22 | 13F | Vicus Capital | 1 372 | 0,96 | 226 | -6,64 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 4 508 | 0,58 | 742 | -6,79 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 13 916 490 | -1,87 | 2 289 143 | -9,10 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 21 177 | 7,67 | 3 485 | -0,17 | ||||
| 2026-03-18 | 13F | Employees Provident Fund Board | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | PARK CIRCLE Co | 800 | 0,00 | 132 | -7,75 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 243 | -9,67 | 40 | -17,02 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 70 947 | -4,25 | 11 676 | -11,24 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2 821 | -4,21 | 464 | -11,11 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 208 373 | 5,06 | 34 292 | 97 874,29 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 1 227 123 | -47,97 | 201 946 | -51,79 | ||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | Put | 203 500 | 33 490 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 7 542 | -0,32 | 1 241 | -7,59 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 60 722 | 0,73 | 9 993 | -6,62 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 171 309 | 1,90 | 28 192 | -5,54 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2 066 | -1,34 | 340 | -8,36 | ||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | 28 203 | 4 641 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 3 356 | 0,30 | 552 | -7,07 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 20 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | Call | 80 000 | 13 166 | |||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 873 | -1,47 | 0 | |||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 92 | 0,00 | 15 | -6,25 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3 399 | 559 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2 166 | 0,60 | 0 | |||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 5 387 | 2,49 | 887 | -5,04 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6 753 689 | 1 111 455 | ||||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 61 300 | -0,65 | 10 088 | -7,90 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 1 824 | -0,11 | 300 | -7,41 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 742 378 | 5,24 | 122 173 | -2,44 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 20 646 | -0,04 | 3 398 | -7,34 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 21 558 | 16,67 | 4 038 | 20,18 | ||||
| 2026-05-14 | 13F | Lighthouse Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Ocean Capital Management, LLC | 5 582 | 0,45 | 919 | -6,90 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 1 260 | 0,56 | 207 | -6,76 | ||||
| 2026-05-05 | 13F | MASTERINVEST Kapitalanlage GmbH | 18 395 | -29,47 | 3 027 | -35,18 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 957 | 8,87 | 158 | 0,64 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 414 871 | 68 275 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 1 350 | 240 | ||||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 1 992 | 328 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 1 839 | 53,12 | 303 | 41,78 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 122 | 5,17 | 20 | 0,00 | ||||
| 2026-04-30 | 13F | Caisse Des Depots Et Consignations | 36 371 | -5,96 | 5 986 | -12,83 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 3 355 | 18,89 | 552 | 10,40 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 10 987 | 0,00 | 1 808 | -7,28 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 7 402 | 7,67 | 1 218 | -0,16 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 157 722 | -0,27 | 26 | -10,71 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 18 491 | 3,15 | 3 043 | -4,37 | ||||
| 2026-05-15 | 13F | Themes Management Co LLC | 6 024 | 11,64 | 991 | 3,55 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 6 400 | 0,00 | 1 053 | -7,31 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 22 879 | 45,18 | 3 767 | 34,60 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 7 315 | 5,21 | 1 204 | -2,51 | ||||
| 2026-05-04 | 13F | New Mexico Educational Retirement Board | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 6 219 | 0,89 | 1 024 | -6,49 | ||||
| 2026-04-30 | 13F | Candriam Luxembourg S.C.A. | 461 887 | 7,34 | 76 013 | -0,50 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 4 484 | 738 | ||||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 4 387 | 85,34 | 722 | 71,67 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 1 828 | -0,81 | 301 | -10,71 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 528 | -2,11 | 252 | -9,39 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 64 912 | 9,90 | 10 683 | 1,88 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 417 740 | 0,23 | 68 747 | -7,08 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 613 | -6,98 | 102 | -17,21 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 1 619 | -1,64 | 266 | -8,90 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 197 | 0,00 | 362 | -7,44 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2 855 | 12,22 | 470 | 3,99 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 36 672 | -6,38 | 6 035 | -13,20 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 159 | 0,00 | 26 | -7,14 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Westpac Banking Corp | 11 263 | -12,42 | 1 854 | -18,83 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 10 416 | -1,53 | 1 714 | -8,68 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 8 109 | 0,06 | 1 334 | -7,23 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1 094 | 11,52 | 180 | 3,45 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 12 659 | -0,31 | 2 083 | -7,59 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 44 661 | 2,76 | 8 532 | 7,95 | ||||
| 2026-04-27 | 13F | Leonteq Securities AG | 9 919 | -87,08 | 1 632 | -88,02 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 50 | -23,08 | 8 | -27,27 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 4 622 | -5,81 | 761 | -12,74 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 26 275 | 5,75 | 4 324 | -1,95 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 2 258 | 0,40 | 372 | -7,02 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 13 481 | 0,09 | 2 219 | -7,24 | ||||
| 2026-05-13 | 13F | Robotti Robert | 6 500 | 0,00 | 1 070 | -7,29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 6 742 | 48,93 | 1 110 | 38,11 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1 636 | 6,72 | 269 | -1,10 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1 569 | 27,87 | 258 | 18,89 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 185 | 0,00 | 30 | -6,25 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 2 125 | 350 | ||||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 6 473 | 0,00 | 1 065 | -7,31 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 2 770 | -3,38 | 492 | 7,91 | ||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 280 249 | -0,25 | 46 121 | -7,53 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 2 793 | -4,05 | 460 | -11,05 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 3 028 | -1,62 | 498 | -8,79 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | Call | 1 500 | 0,00 | 266 | 11,76 | |||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 5 981 | 2,33 | 984 | -5,11 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 142 | 0,00 | 25 | 13,64 | ||||
| 2026-05-01 | 13F | Torray Llc | 30 832 | -0,98 | 5 074 | -8,20 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 10 997 | 2,57 | 1 810 | -4,94 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 12 | 2 | ||||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 4 109 | -2,05 | 676 | -9,14 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 46 | -47,13 | 8 | -53,33 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 4 | 1 | ||||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 3 723 | 2,00 | 613 | -5,56 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 4 550 | 5,20 | 749 | -5,08 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 259 | -8,80 | 43 | -16,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 579 692 | 2,60 | 95 400 | -4,89 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 8 196 | 30,47 | 1 349 | 20,90 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 250 | 41 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 6 903 | -13,80 | 1 136 | -20,06 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 5 732 | -3,52 | 943 | -10,53 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 5 222 | -3,49 | 859 | -10,52 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 3 856 | 0,00 | 635 | -7,31 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 1 518 | 14,31 | 250 | 5,96 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 26 600 | 274,65 | 4 378 | 247,38 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 637 | -12,79 | 270 | -19,22 | ||||
| 2026-05-15 | 13F | Qtron Investments LLC | 16 107 | 0,02 | 2 651 | -7,28 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 7 032 | -4,10 | 1 248 | 7,12 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 5 322 | -13,01 | 876 | -19,43 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17 559 | 201,03 | 3 285 | 208,16 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 1 877 | 3,64 | 309 | -4,05 | ||||
| 2026-05-15 | 13F | Siemens Fonds Invest GmbH | 52 511 | -1,30 | 8 642 | -9,30 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1 609 | -4,40 | 265 | -11,41 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 1 662 | 0,24 | 273 | -7,14 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 1 458 | 8,81 | 240 | 1,27 | ||||
| 2026-02-11 | 13F | Brandywine Global Investment Management, LLC | 877 171 | -1,88 | 155 724 | 9,58 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 5 126 | -1,10 | 844 | -8,37 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 27 845 | -1,89 | 4 582 | -9,05 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 194 | 32 | ||||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1 955 | 38,46 | 322 | 28,40 | ||||
| 2026-04-06 | 13F | Hall Laurie J Trustee | 14 875 | -12,50 | 2 448 | -18,92 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 40 731 | 47,00 | 6 703 | 36,27 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 7 647 | -53,35 | 1 259 | -57,28 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 34 425 | 2,60 | 5 665 | -4,89 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 2 831 | 33,16 | 466 | 23,34 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 7 780 | -2,21 | 1 280 | -9,35 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 5 790 | 8,41 | 953 | 0,42 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Douglas Lane & Associates, LLC | 781 579 | -2,37 | 128 624 | -9,50 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 405 | 313,27 | 67 | 288,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 799 762 | 17,38 | 296 187 | 8,81 | ||||
| 2026-05-13 | 13F | Fiduciary Family Office, Llc | 5 232 | 89,43 | 861 | 75,71 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 181 208 | -0,10 | 29 821 | 93 090,63 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 241 047 | 36,74 | 39 669 | 26,76 | ||||
| 2026-05-13 | 13F | Aster Capital Management (DIFC) Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Integrated Quantitative Investments LLC | 11 588 | 21,37 | 1 907 | 12,51 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 5 340 | -1,98 | 879 | -9,20 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 5 690 | 8,71 | 936 | 0,75 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 1 336 | -0,60 | 220 | -7,98 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 61 | -18,67 | 10 | -23,08 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 22 432 | 1,33 | 4 | 0,00 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 12 662 | 0,81 | 2 084 | -6,55 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 3 500 | -30,00 | 576 | -35,17 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 19 577 | 83,10 | 3 222 | 69,70 | ||||
| 2026-04-24 | 13F | Lederer & Associates Investment Counsel/ca | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 2 236 | 1,31 | 368 | -6,14 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 2 522 | 0,36 | 415 | -6,95 | ||||
| 2026-04-21 | 13F | Maseco Llp | 99 | 20,73 | 16 | 14,29 | ||||
| 2026-04-17 | 13F | Cache Advisors, LLC | 3 362 | 0,00 | 553 | -7,21 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 53 799 | 8 854 | ||||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 3 326 | 3,00 | 547 | -4,54 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1 473 | 7,44 | 242 | -0,41 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 6 537 | 64,91 | 1 076 | 52,92 | ||||
| 2026-05-14 | 13F | Natixis | 615 726 | 239,61 | 101 330 | 214,83 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 2 551 | -4,60 | 420 | -11,60 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 1 721 | 7,09 | 283 | -0,70 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 177 759 | 12,19 | 28 152 | -1,26 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 38 496 | -0,25 | 6 335 | -7,53 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 598 | 2,63 | 263 | -5,07 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 4 121 871 | 2,95 | 678 336 | -4,57 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 11 194 | 59,62 | 1 842 | 47,95 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 2 469 | 20,15 | 406 | 11,54 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 3 938 | 14,11 | 648 | 5,88 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 6 125 | -1,18 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 4 594 | 1,32 | 756 | -5,97 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 1 600 | 0,00 | 263 | -7,39 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 1 425 | 235 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 339 853 | -0,45 | 55 930 | -7,72 | ||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 27 251 | 2,69 | 4 485 | -4,82 | ||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 1 252 759 | 69,64 | 206 167 | 57,26 | ||||
| 2026-02-17 | 13F/A | Cantor Fitzgerald, L. P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 7 287 | -5,13 | 1 199 | -12,03 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 44 745 | -8,80 | 7 364 | -15,46 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 51 | 142,86 | 8 | 166,67 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 2 775 297 | -4,24 | 456 731 | -11,23 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 163 | 18,12 | 27 | 8,33 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 6 | 0,00 | 1 | -100,00 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 1 702 | 0,35 | 280 | -6,98 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 1 850 | 2,83 | 304 | -4,70 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 1 370 | 0,07 | 226 | -7,41 | ||||
| 2026-05-15 | 13F | Adage Capital Partners Gp, L.l.c. | 972 734 | 5,43 | 160 083 | -2,27 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 3 654 | 602 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 16 738 | -4,66 | 2 755 | -11,62 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 9 503 | 17,47 | 1 564 | 8,84 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 1 364 | -1,45 | 224 | -8,57 | ||||
| 2026-02-09 | 13F | Morningstar Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 17 944 | 4,63 | 2 953 | -2,99 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | Put | 11 816 | -33,47 | 194 456 | -38,33 | |||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | Call | 4 489 | -17,45 | 73 875 | -23,48 | |||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-15 | 13F | Brown Financial Advisors | 15 130 | -5,08 | 2 490 | -12,02 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1 266 | 208 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 76 | 0,00 | 13 | -7,69 | ||||
| 2026-05-15 | 13F | Voloridge Investment Management, Llc | 124 852 | 20 547 | ||||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 408 | 0,00 | 67 | -6,94 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 72 621 | -4,03 | 11 951 | -11,04 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 176 | 0,00 | 29 | -9,68 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 3 172 | -1,70 | 522 | -8,74 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 2 004 | 0,20 | 330 | -7,32 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 535 714 | 20,51 | 88 162 | 11,71 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 045 | 3,77 | 172 | -3,93 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 15 067 | -7,39 | 2 479 | -14,16 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4 615 | -5,02 | 760 | -11,95 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 197 | -2,73 | 1 514 | -9,83 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 1 389 | 20,57 | 229 | 11,76 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | Put | 26 000 | -64,43 | 0 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 94 646 | -2,73 | 15 576 | -9,83 | ||||
| 2026-04-29 | 13F | Wright Investors Service Inc | 3 514 | 0,40 | 578 | -6,92 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 3 117 | -17,80 | 513 | -23,92 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 4 562 | -0,07 | 751 | -7,41 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 3 563 | -23,36 | 586 | -28,97 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 8 193 | 1,16 | 1 348 | -6,19 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 2 661 | -28,87 | 438 | -34,19 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 194 | 3,74 | 32 | -6,06 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 8 367 | 32,14 | 1 622 | 39,74 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 15 614 | 2 570 | ||||||
| 2026-05-05 | 13F | Plato Investment Management Ltd | 45 493 | 16,60 | 7 491 | 7,63 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 1 573 | 9,69 | 259 | 1,57 | ||||
| 2026-04-24 | 13F | CHICAGO TRUST Co NA | 1 262 | -0,79 | 208 | -8,00 | ||||
| 2026-05-14 | 13F | Warther Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 432 000 | -33,99 | 76 693 | -26,27 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | Put | 0 | -100,00 | 0 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | Call | 0 | -100,00 | 0 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 11 120 | -1,65 | 1 830 | -8,82 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 188 | -0,41 | 525 | -7,75 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 216 029 | 16,06 | 35 555 | 7,61 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 9 978 | 105,90 | 1 642 | 90,93 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 2 034 | 335 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | Put | 144 600 | -51,30 | 23 797 | -54,85 | |||
| 2026-04-21 | 13F | Financial Consulate, Inc | 77 | 14,93 | 13 | 9,09 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 3 110 | 0,00 | 512 | -7,43 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 074 334 | -45,07 | 176 803 | -49,08 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 1 452 | 0,00 | 239 | -7,39 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | Call | 77 100 | -46,79 | 12 688 | -50,68 | |||
| 2026-05-21 | 13F | Groupe la Francaise | 53 631 | 4,79 | 8 827 | -2,86 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 155 935 | -42,18 | 25 662 | -46,40 | ||||
| 2026-05-21 | 13F | Groupe la Francaise | Put | 5 500 | -15,38 | 905 | -21,51 | |||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 2 893 | -5,64 | 476 | -12,50 | ||||
| 2026-05-15 | 13F | Alphadyne Asset Management, LLC | Call | 34 000 | -74,74 | 5 595 | -76,59 | |||
| 2026-05-15 | 13F | Alphadyne Asset Management, LLC | 18 146 | 2 986 | ||||||
| 2026-02-13 | 13F | Barclays Plc | Put | 681 800 | 3,87 | 121 040 | 16,00 | |||
| 2026-05-15 | 13F | Alphadyne Asset Management, LLC | Put | 29 100 | -74,29 | 4 789 | -76,17 | |||
| 2026-02-13 | 13F | Barclays Plc | Call | 430 500 | 34,15 | 76 427 | 49,83 | |||
| 2026-02-13 | 13F | Barclays Plc | 3 598 399 | -14,77 | 638 824 | -4,81 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 25 722 | -1,76 | 4 233 | -8,93 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 2 351 | 1,69 | 419 | 1,95 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 10 196 | 2,09 | 1 678 | -6,68 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 1 259 | -3,38 | 207 | -10,39 | ||||
| 2026-05-11 | 13F | Mitsubishi Ufj Financial Group Inc | 377 085 167 | 0,00 | 62 056 906 | -7,30 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 4 917 | -0,16 | 809 | -7,44 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 3 394 | 17,28 | 559 | 8,77 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 1 403 | 5,57 | 231 | -2,13 | ||||
| 2026-05-13 | 13F | Cercano Management LLC | 43 762 | 1 456,26 | 7 202 | 1 343,09 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1 932 | 318 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 16 326 676 | 0,54 | 2 686 881 | -6,80 | ||||
| 2026-04-15 | 13F | Avanza Fonder AB | 88 348 | -0,61 | 14 539 | -7,86 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 2 535 | -1,86 | 417 | -8,95 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 4 243 | 0,00 | 698 | -7,30 | ||||
| 2026-05-13 | 13F | Machina Capital S.a.s. | 5 841 | -63,05 | 961 | -65,75 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 91 | 18,18 | 16 | 33,33 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1 645 | -2,43 | 271 | -9,70 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 8 054 | 41,70 | 1 325 | 31,32 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 58 | 10 | ||||||
| 2026-05-14 | 13F | Kinneret Advisory, LLC | 85 516 | -4,25 | 14 073 | -11,23 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 1 973 | 0,56 | 325 | -6,90 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 100 | 0,00 | 16 | -5,88 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Bain Capital Public Equity, LP | 5 383 | 886 | ||||||
| 2026-04-22 | 13F | Bravera Wealth | 1 553 | 2,78 | 256 | -4,85 | ||||
| 2026-04-06 | 13F | CX Institutional | 7 915 | -4,72 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 28 243 | 2,47 | 4 648 | -5,03 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 145 922 | 0,12 | 24 014 | -7,19 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 505 906 | 203,20 | 83 257 | 213,90 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 111 | 0,00 | 18 | -5,26 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 247 477 | 13,98 | 41 | 5,26 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 975 | 10,80 | 0 | |||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 13 828 | 0,44 | 2 276 | -6,91 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 44 436 | 1,89 | 7 313 | -5,55 | ||||
| 2026-04-15 | 13F | Spirit Of America Management Corp/ny | 3 000 | 0,00 | 494 | -7,33 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 615 698 | 126,27 | 101 325 | 109,76 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 11 414 | 2 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 9 111 | 2,66 | 1 499 | -4,95 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 7 369 | 0,00 | 1 213 | -7,34 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 208 721 | -3,53 | 34 349 | -10,57 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 1 640 | -53,25 | 270 | -56,75 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 10 445 | -11,46 | 1 719 | -17,96 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 128 953 | 0,63 | 21 222 | -6,72 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 8 647 | 6,20 | 1 423 | -1,59 | ||||
| 2026-05-07 | 13F | Advent Capital Management /de/ | 18 000 | 2 962 | ||||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 10 256 | 1,22 | 1 688 | -6,17 | ||||
| 2026-05-14 | 13F | Treasurer of the State of North Carolina | 485 713 | 0,65 | 80 | -7,06 | ||||
| 2026-05-08 | 13F | Deseret Mutual Benefit Administrators | 3 021 | 78,44 | 497 | 65,67 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 6 682 | -19,46 | 1 100 | -25,39 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 44 966 | -12,41 | 7 | -22,22 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 19 285 | 11,27 | 3 174 | 3,15 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 1 560 | 0,00 | 257 | -7,25 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 7 584 | -22,78 | 1 248 | -28,40 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 469 774 | 71,76 | 77 924 | 60,48 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9 057 | -0,54 | 1 490 | -7,80 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3 685 | 0,00 | 606 | -7,34 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 8 454 | -4,54 | 1 391 | -11,51 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 6 170 | 0,00 | 1 015 | -7,31 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 34 993 | -6,71 | 5 759 | -13,52 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 96 396 889 | 1,21 | 15 864 036 | -6,18 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 148 | 18,40 | 24 | 9,09 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 1 289 | -3,73 | 0 | |||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 693 | 0,00 | 114 | -7,32 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1 937 | 2,49 | 319 | -5,07 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 249 612 | 15,28 | 41 079 | 6,87 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 114 | -87,10 | 19 | -88,46 | ||||
| 2026-02-17 | 13F | Nearwater Capital Markets, Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 1 850 620 | 7,88 | 304 557 | 0,01 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 265 170 | 18,99 | 43 639 | 10,31 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 3 492 | 7,74 | 1 | |||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 3 195 | -23,84 | 526 | -29,44 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 910 | 150 | ||||||
| 2026-05-08 | 13F | Andra AP-fonden | 173 220 | 783,91 | 28 507 | 719,37 | ||||
| 2026-04-24 | 13F | Optas, LLC | 4 479 | 2,35 | 737 | -5,03 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 2 655 | -3,31 | 437 | -10,47 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9 840 | -14,98 | 1 619 | -21,18 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 16 838 | 1,09 | 2 771 | -6,26 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2 299 | 4,12 | 378 | -3,32 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 11 319 | -4,77 | 1 863 | -11,75 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 6 564 | -2,90 | 1 080 | -10,00 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 1 404 | 0,00 | 231 | -7,23 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 87 343 | -6,22 | 14 374 | -13,07 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 100 237 | 13,36 | 16 496 | 5,08 | ||||
| 2026-05-05 | 13F | Twin Capital Management Inc | 13 918 | -0,89 | 2 290 | -8,14 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 12 831 | -5,99 | 2 112 | -12,84 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 47 621 | -2,03 | 7 837 | -9,18 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 11 749 856 | -5,69 | 1 932 489 | -12,63 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 3 900 | 14,71 | 1 | |||||
| 2026-05-15 | 13F | PDT Partners, LLC | 11 800 | 1 942 | ||||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 1 370 | 18,92 | 225 | 10,29 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 112 615 | 36,05 | 18 533 | 26,13 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 2 028 | 0,20 | 334 | -7,24 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 239 590 | -13,81 | 39 429 | -20,10 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 4 964 | 0,00 | 937 | 1,41 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 19 | 3 | ||||||
| 2026-05-19 | 13F | Cim Investment Mangement Inc | 7 628 | -0,46 | 1 255 | -7,72 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7 474 | -46,77 | 1 230 | -50,68 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 4 777 | -0,77 | 786 | -7,96 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 611 | 0,00 | 101 | -7,41 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 196 183 | 837,42 | 32 286 | 769,04 | ||||
| 2026-05-05 | 13F | Livforsakringsbolaget Skandia, Omsesidigt | 86 138 | 8,77 | 14 170 | 0,79 | ||||
| 2026-04-27 | 13F | Leonteq Securities AG | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-28 | 13F | PFA Pension, Forsikringsaktieselskab | 646 606 | -0,02 | 106 412 | -8,13 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Put | 18 200 | -9,45 | 3 | -33,33 | |||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 1 710 | 5,23 | 281 | -2,43 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Call | 4 100 | -59,41 | 1 | -100,00 | |||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 75 043 | -1,01 | 12 350 | -8,24 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4 561 | -59,58 | 810 | -54,88 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2 309 | 8,81 | 380 | 0,80 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5 446 | 23,55 | 896 | 14,58 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 13 | -18,75 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 28 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 160 603 | -1,13 | 26 430 | -8,35 | ||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Eads & Heald Wealth Management | 5 723 | -7,44 | 942 | -14,22 | ||||
| 2026-05-12 | 13F | Tobam | 1 332 | 92,21 | 0 | |||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4 377 | 19,62 | 720 | 10,94 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 1 415 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Somerville Kurt F | 6 200 | -2,75 | 1 020 | -9,81 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 1 694 | -4,67 | 279 | -11,75 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1 685 994 | 11,96 | 276 923 | 5,27 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 39 121 | -20,79 | 6 438 | -26,57 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 3 672 | 1,72 | 604 | -5,62 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 3 888 | 2,15 | 640 | -5,33 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 2 023 | 0,00 | 333 | -7,52 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 436 384 | -13,27 | 71 816 | -19,60 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 1 242 | 511,82 | 204 | 466,67 | ||||
| 2026-01-29 | 13F | Comerica Bank | 281 661 | -6,25 | 50 003 | 4,71 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 23 926 | 0,00 | 4 | -25,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 18 174 | 20,25 | 3 227 | 34,30 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 9 212 | 10,97 | 1 516 | 2,92 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 3 236 | -7,73 | 532 | -14,47 | ||||
| 2026-05-13 | 13F | Bradyco, Inc. | 25 328 | 0,00 | 4 168 | -7,30 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 2 150 | 0,00 | 354 | -7,35 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 10 658 | 80,40 | 1 720 | 62,88 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 440 | -10,20 | 72 | -16,28 | ||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 23 558 | -68,41 | 3 877 | -70,72 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 18 486 | -1,09 | 3 042 | -8,29 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 33 905 | 11,23 | 5 580 | 3,10 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 4 770 | -50,46 | 1 | -100,00 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 1 918 | 20,25 | 316 | 11,31 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 1 317 | 0,00 | 217 | -7,30 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 71 | 12 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 12 083 | 26,84 | 2 319 | 37,08 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bolthouse Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | First National Advisers, LLC | 22 839 | -12,91 | 3 759 | -19,27 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 1 705 | -0,18 | 281 | -7,59 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | Call | 40 000 | -70,59 | 6 583 | -69,55 | |||
| 2026-05-08 | 13F | Amalgamated Bank | 222 716 | -0,94 | 37 | -7,69 | ||||
| 2026-05-14 | 13F | Silvant Capital Management LLC | 1 357 | 0,00 | 223 | -7,08 | ||||
| 2026-05-21 | 13F | Ctc Llc | Call | 583 | -63,86 | 9 594 | -66,50 | |||
| 2026-05-14 | 13F | Marshall Wace, Llp | 4 197 269 | 142,08 | 690 745 | 124,40 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 1 617 | -10,42 | 266 | -16,87 | ||||
| 2026-05-21 | 13F | Ctc Llc | Put | 135 | -83,81 | 2 222 | -85,00 | |||
| 2026-05-04 | 13F | Triglav Skladi, D.o.o. | 20 151 | -55,79 | 3 315 | -59,04 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 9 378 | 15,71 | 1 543 | -0,39 | ||||
| 2026-05-18 | 13F | Systematic Alpha Investments, LLC | 17 326 | 0,00 | 2 851 | -7,28 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 38 | 6 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 202 | 47,45 | 33 | 37,50 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 7 072 | -33,07 | 1 164 | -37,97 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 6 254 | 59,79 | 1 029 | 48,27 | ||||
| 2026-04-16 | 13F | Aegon Asset Management Uk Plc | 644 731 | -10,06 | 105 339 | -17,23 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 154 | 431,03 | 24 | 380,00 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 2 076 | 0,00 | 342 | -7,34 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 421 | 1,69 | 69 | -5,48 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 15 515 | -15,75 | 2 553 | -21,90 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 1 837 | 0,00 | 355 | 8,90 | ||||
| 2026-05-13 | 13F | Capital International Sarl | 3 757 | -48,13 | 618 | -51,91 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 349 847 | 10,30 | 57 574 | 2,24 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 4 779 | 4,32 | 786 | -3,32 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 2 274 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Diametric Capital, LP | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 514 | 0,00 | 85 | -7,69 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 1 508 | 0,00 | 248 | -7,12 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 124 | 0,00 | 20 | -9,09 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 3 955 | -5,61 | 651 | -12,52 | ||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | True North Advisors, LLC | 21 203 | -1,56 | 3 489 | -8,74 | ||||
| 2026-04-20 | 13F | Actiam N.v. | 554 412 | 91 | ||||||
| 2026-02-09 | 13F/A | Allium Financial Advisors, Llc | 1 666 | -3,03 | 235 | 17,00 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 5 601 891 | 3,48 | 921 903 | -4,07 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 15 643 | 3,00 | 2 574 | -4,53 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 3 698 | 0,00 | 695 | 1,61 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12 261 | -12,21 | 2 018 | -18,64 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 719 372 | -2,98 | 118 388 | -10,06 | ||||
| 2026-05-07 | 13F | Qsemble Capital Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 417 561 | -3,31 | 68 718 | -12,95 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 32 155 | 0,04 | 5 292 | -7,27 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 26 951 | -4,66 | 4 435 | -11,62 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 2 123 | 1,68 | 349 | -5,68 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 14 677 | 0,51 | 2 415 | -6,83 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 3 427 | 0,00 | 564 | -7,40 | ||||
| 2026-05-11 | 13F | United Bank | 3 736 | -16,98 | 615 | -23,06 | ||||
| 2026-05-15 | 13F | FJ Capital Management LLC | 56 089 | -24,97 | 9 231 | -30,45 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 162 | 29,60 | 29 | 47,37 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 6 075 | 0,08 | 1 000 | -7,24 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 175 | -7,89 | 29 | -15,15 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 1 248 | -57,27 | 205 | -60,42 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 453 | 75 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 171 | 0,00 | 28 | -6,67 | ||||
| 2026-05-15 | 13F | DCM Advisors, LLC | 61 023 | -10,14 | 9 042 | -25,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 238 | 193,83 | 40 | 178,57 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 14 613 | 8,60 | 2 405 | 0,67 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 2 510 | 22,56 | 413 | 13,77 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 2 845 | 0,28 | 468 | -6,96 | ||||
| 2026-05-14 | 13F | Galaxy Digital Capital Management GP LLC | 9 879 | 1,03 | 1 626 | -6,34 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 19 272 | -6,45 | 3 172 | -13,29 | ||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1 179 | 11,02 | 194 | 3,19 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 687 175 | 3,46 | 112 130 | -5,07 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 2 812 | 14,36 | 463 | 5,96 | ||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Mason & Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 418 | 140,23 | 69 | 126,67 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 451 | -0,22 | 74 | -7,50 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 911 | 0,00 | 150 | -7,45 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 9 941 | -2,27 | 1 636 | -9,42 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1 638 | -0,43 | 270 | -7,88 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 51 | 0,00 | 8 | -11,11 | ||||
| 2026-05-06 | 13F | J.P. Marvel Investment Advisors, LLC | 197 873 | -0,15 | 32 564 | -7,44 | ||||
| 2026-05-12 | 13F | Beck Mack & Oliver Llc | 5 000 | -18,37 | 823 | -24,38 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 1 458 | -23,82 | 240 | -29,20 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 5 615 | -0,71 | 924 | -7,88 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 8 041 | 0,59 | 1 323 | -6,77 | ||||
| 2026-04-20 | 13F | Norway Savings Bank | 1 787 | -4,79 | 294 | -11,71 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 28 832 | 0,49 | 4 745 | -6,85 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 7 139 | 4,19 | 1 175 | -3,45 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 2 209 | 0,14 | 364 | -7,16 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1 062 098 | 0,29 | 175 | -7,45 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 89 881 | 2,62 | 14 792 | -4,87 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Chase Investment Counsel Corp | 3 120 | -31,19 | 1 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 10 734 | 0,61 | 1 766 | -6,76 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | Call | 200 | 13 | |||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 45 088 | -10,34 | 7 420 | -16,88 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 4 615 | 0,00 | 759 | -7,33 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 788 | 1,03 | 130 | -6,52 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 1 230 | 2,41 | 202 | -5,16 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 1 543 | -0,26 | 254 | -7,66 | ||||
| 2026-02-10 | 13F | Norges Bank | 15 415 129 | 2 736 648 | ||||||
| 2026-04-07 | 13F | St. Louis Financial Planners Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 2 288 | 0,75 | 429 | 6,20 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 6 949 | 355,08 | 1 144 | 372,31 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 1 471 | -67,83 | 242 | -70,16 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2 571 | -1,49 | 423 | -8,64 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 8 980 | 1,88 | 1 478 | -5,56 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 855 631 | 65,35 | 140 811 | 53,28 | ||||
| 2026-05-14 | 13F | Galaxy Digital Capital Management GP LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-07 | 13F | First Financial Corp /in/ | 554 | 0,00 | 91 | -7,14 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 22 620 | -2,12 | 4 147 | 1,10 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 500 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 1 600 | 0,00 | 263 | -7,39 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 2 939 | -6,01 | 484 | -12,97 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 427 904 | 35,51 | 70 | 25,00 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2 061 | 52,89 | 339 | 58,41 | ||||
| 2026-04-21 | 13F | Hosking Partners LLP | 191 517 | 0,01 | 31 518 | -7,29 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 1 866 | 307 | ||||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 3 145 | 12,72 | 518 | 4,44 | ||||
| 2026-05-08 | 13F | Cornerstone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 9 031 | -83,55 | 1 486 | -84,75 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 13 426 | 1,93 | 2 210 | -5,52 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 634 328 | -1,89 | 104 391 | -10,09 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 112 548 | 29,32 | 18 522 | 19,88 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 177 523 | 9,08 | 29 215 | 1,12 | ||||
| 2026-05-06 | 13F | Copeland Capital Management, LLC | 135 026 | -11,75 | 22 221 | -18,20 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1 749 | 3,61 | 291 | -3,01 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 327 515 | -0,68 | 53 899 | -7,93 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 6 017 | -2,89 | 990 | -9,92 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 5 376 | 4,77 | 885 | -2,86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 69 474 | -0,81 | 11 433 | -8,05 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 11 300 | 0,00 | 1 860 | -9,54 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 232 534 | 8,48 | 38 306 | 0,57 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 1 908 | -0,05 | 314 | -7,10 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 3 623 | 0,33 | 596 | -7,02 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 4 782 | 3,55 | 787 | -4,03 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 13 821 | -20,65 | 2 274 | -26,46 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 15 463 | -10,94 | 2 545 | -17,46 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 75 950 | 25,50 | 12 499 | 16,35 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 2 268 | -16,86 | 373 | -22,93 | ||||
| 2026-05-13 | 13F | Employees Retirement System of Texas | 457 900 | -5,10 | 75 | -11,76 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 4 531 | -18,04 | 746 | -24,06 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 1 989 | -0,35 | 327 | -7,63 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 15 | 2 | ||||||
| 2026-05-15 | 13F | Investment Management Corp of Ontario | 102 332 | 2,89 | 16 841 | -4,63 | ||||
| 2026-02-11 | 13F | Real Talk Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sunpointe, LLC | 2 014 | -4,46 | 331 | -11,50 | ||||
| 2026-05-14 | 13F | Winslow Capital Management, LLC | 965 439 | 158 882 | ||||||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 78 453 | -14,93 | 12 911 | -21,13 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2 305 | 59,08 | 379 | 47,47 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 200 | 0,00 | 33 | -8,57 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 7 289 | 16,05 | 1 200 | 7,53 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 248 | 0,00 | 47 | 4,44 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 955 | -23,66 | 157 | -29,73 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 2 165 | -1,46 | 356 | -8,72 | ||||
| 2026-05-13 | 13F | Tokio Marine Asset Management Co Ltd | 42 201 | 4,09 | 6 945 | -3,50 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 5 840 | 35,69 | 961 | 25,79 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 839 | -14,78 | 303 | -21,15 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 3 642 | 599 | ||||||
| 2026-05-18 | 13F | Oddo Bhf Asset Management Sas | 5 966 | 0,00 | 982 | -7,37 | ||||
| 2026-04-28 | 13F | Kepler Cheuvreux (Suisse) SA | 5 587 | -0,73 | 919 | -8,01 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 614 | 30,08 | 116 | 34,88 | ||||
| 2026-04-15 | 13F | Tema Etfs Llc | 21 939 | 0,76 | 3 611 | -6,60 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 4 605 | 0,59 | 758 | -6,77 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 190 960 | -1,70 | 31 426 | -8,88 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 29 916 | -2,49 | 4 923 | -9,60 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 443 | 0,00 | 73 | -7,69 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 344 831 | 2,98 | 56 749 | -4,54 | ||||
| 2026-05-07 | 13F | First National Trust Co | 50 742 | 2,45 | 8 351 | -5,03 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 9 991 147 | 1,35 | 1 644 425 | -6,04 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 20 289 | -1,43 | 3 339 | -8,65 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 59 057 | -3,41 | 9 719 | -10,46 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 20 534 | 2,15 | 3 648 | -0,65 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2 018 | 2,91 | 320 | -8,33 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 8 354 | 1,20 | 1 375 | -6,21 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 168 700 | 391,36 | 27 763 | 355,49 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | First Bank & Trust | 4 546 | -13,43 | 748 | -19,74 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 25 673 | 1,14 | 4 225 | -6,24 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Family Management Corp | 18 347 | 771,59 | 3 019 | 709,38 | ||||
| 2026-05-13 | 13F | Alpha Family Trust | 4 025 | 0,00 | 662 | -7,28 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11 017 848 | 20,13 | 1 813 207 | 11,36 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 3 157 | 0,29 | 519 | -6,99 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3 355 | 5,47 | 552 | -2,13 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 1 800 | 0,00 | 296 | -7,21 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 23 693 | -3,53 | 3 899 | -10,57 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 60 912 | -32,33 | 8 567 | -30,65 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 851 956 | 40,40 | 140 206 | 29,28 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 3 696 | 0,00 | 608 | -7,32 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 951 | 3,71 | 156 | -3,70 | ||||
| 2026-05-08 | 13F | DJE Kapital AG | 93 386 | -81,83 | 15 118 | -83,54 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 183 | 0,00 | 32 | 10,34 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1 758 | 12,48 | 289 | 4,33 | ||||
| 2026-05-08 | 13F | Central Asset Investments & Management Holdings (HK) Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 1 549 | -76,48 | 255 | -78,27 | ||||
| 2026-05-07 | 13F | Meeder Asset Management Inc | 188 | -20,68 | 31 | -28,57 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 13 543 | -36,36 | 2 306 | -1,41 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 386 852 | 63,37 | 68 678 | 82,44 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 4 205 | 0,00 | 692 | -7,24 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 186 230 | -9,16 | 30 648 | -15,79 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 59 539 | -4,24 | 9 798 | -11,23 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 7 483 | -0,97 | 1 231 | -8,20 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 244 | 144,00 | 40 | 135,29 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 59 071 | -0,89 | 9 721 | -8,13 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 4 929 | -0,86 | 811 | -8,05 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 2 005 | 0,10 | 330 | -7,32 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 8 947 | 24,64 | 1 472 | 15,54 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 59 | 555,56 | 10 | 800,00 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 66 | 29,41 | 12 | 33,33 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 23 155 | -23,64 | 3 811 | -29,23 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 55 | 9 | ||||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 3 503 | 89,45 | 576 | 75,61 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 33 004 | 3,54 | 5 431 | -4,03 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 4 321 | -0,76 | 711 | -8,02 | ||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 19 380 | 0,95 | 3 189 | -6,43 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3 267 | 1,08 | 580 | 13,06 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 40 467 | 31,40 | 6 660 | 21,80 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 11 891 | 0,75 | 1 957 | -6,63 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 126 233 | -5,72 | 20 774 | -12,60 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | 5 524 | 1 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | 111 Capital | 2 672 | -72,80 | 440 | -74,81 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 992 717 | -7,46 | 163 372 | -14,21 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 1 736 | -4,93 | 286 | -12,04 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 84 909 | 8,58 | 13 973 | 0,66 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 5 109 | 143,63 | 841 | 125,81 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 98 629 | 225,22 | 16 231 | 201,52 | ||||
| 2026-05-15 | 13F | T. Rowe Price Investment Management, Inc. | 9 298 | -9,66 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 7 855 | 1,37 | 1 293 | -6,04 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 823 400 | 0,81 | 135 507 | -6,55 | |||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Call | 711 300 | 9,80 | 117 059 | 1,79 | |||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 7 637 | 0,16 | 1 429 | 5,54 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 417 | 69 | ||||||
| 2026-05-11 | 13F | O'Neil Global Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Alecta Pensionsforsakring, Omsesidigt | 1 279 100 | 35,79 | 210 412 | 25,81 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 6 711 | 37,18 | 1 105 | 27,19 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 2 059 | 0,00 | 339 | -7,40 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 17 275 | -0,86 | 2 843 | -8,12 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 22 293 | 0,27 | 3 669 | -7,07 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 9 | -94,89 | 1 | -96,77 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 40 | 0,00 | 7 | -14,29 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 143 | 4 666,67 | 24 | |||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 70 639 | -6,65 | 11 625 | -13,46 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 2 371 | 0,00 | 390 | -7,14 | ||||
| 2026-05-04 | 13F | Maryland State Retirement & Pension System | 57 043 | -0,64 | 9 388 | -7,90 | ||||
| 2026-04-29 | 13F | Lipe & Dalton | 20 525 | -1,90 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 2 831 | 70,03 | 466 | 57,63 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 4 858 | 17,03 | 799 | 8,56 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 10 512 | 1 730 | ||||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 12 651 | -13,74 | 1 499 | -42,45 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 2 542 196 | -5,22 | 418 369 | -12,14 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 2 649 | -3,39 | 436 | -10,49 | ||||
| 2026-05-06 | 13F | CNB Bank | 4 529 | -1,67 | 745 | -8,81 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | EFG International AG | 33 943 | 13,48 | 5 585 | 5,16 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 5 820 | 19,43 | 958 | 10,64 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 7 742 | 1,35 | 1 462 | 7,74 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1 871 | 0,00 | 308 | -7,53 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 7 905 | 3,92 | 1 301 | -3,63 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 311 463 | 0,59 | 51 258 | -6,76 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 819 | 0,49 | 135 | -6,94 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 17 014 757 | 14,06 | 2 800 | 5,74 | ||||
| 2026-05-14 | 13F | Affinity Investment Advisors, Llc | 9 706 | 0,12 | 1 597 | -7,15 | ||||
| 2026-05-12 | 13F | Rpo Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-05-12 | 13F | Rpo Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-05-14 | 13F | Brentview Investment Management LLC | 41 800 | 4,30 | 6 879 | -3,30 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 5 668 | -0,18 | 933 | -7,54 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 1 506 | -0,07 | 248 | -7,49 | ||||
| 2026-04-08 | 13F | Werlinich Asset Management, LLC | 20 100 | 0,15 | 3 308 | -7,99 | ||||
| 2026-05-11 | 13F | Boston Partners | 4 429 180 | 16,34 | 729 304 | 7,74 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 19 755 | -23,29 | 3 251 | -28,89 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1 824 | 0,00 | 300 | -7,12 | ||||
| 2026-05-15 | 13F | Armistice Capital, Llc | 3 017 | 497 | ||||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 2 886 | -48,81 | 475 | -52,60 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 5 021 | 134,52 | 826 | 117,37 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 6 725 | 0,00 | 1 107 | -7,29 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 170 147 | -0,20 | 28 001 | -7,48 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 1 435 | 0,42 | 236 | -6,72 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2 887 | 1,62 | 475 | -5,75 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 250 | -63,50 | 41 | -66,12 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 56 723 | 4,75 | 9 335 | -2,90 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1 377 | 227 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 531 | 0,76 | 87 | -8,42 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 122 651 | -2,66 | 20 | -9,09 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 1 815 | -2,42 | 299 | -9,70 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 5 268 | 0,00 | 867 | -7,38 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 602 | 46,12 | 99 | 35,62 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 60 | 0,00 | 10 | -10,00 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 4 584 | -0,04 | 754 | -7,37 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 97 464 | -5,19 | 16 040 | -12,11 | ||||
| 2026-05-07 | 13F | Convergence Investment Partners, LLC | 12 742 | 1,38 | 2 097 | -6,05 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 6 515 | -52,65 | 1 072 | -56,10 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Wilkins Investment Counsel Inc | 11 149 | -1,33 | 1 835 | -8,53 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 4 276 | 755,20 | 704 | 698,86 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 218 | -2,69 | |||||
| 2026-05-11 | 13F | Allstate Corp | 68 194 | -24,99 | 11 223 | -30,47 | ||||
| 2026-05-11 | 13F | Gulf International Bank (UK) Ltd | 91 764 | 50,73 | 15 | 50,00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 6 448 | 4,86 | 1 245 | 12,57 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 18 633 | 7,18 | 3 103 | -4,90 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 4 853 | 32,70 | 799 | 22,96 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5 903 | 0,39 | 972 | -6,90 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 8 833 | -49,51 | 1 454 | -53,20 | ||||
| 2026-04-16 | 13F | Bright Rock Capital Management, Llc | 31 000 | 93,75 | 5 102 | 79,61 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 1 544 | -58,16 | 254 | -61,22 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 29 | -42,00 | 5 | -50,00 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2 189 | -0,77 | 360 | -7,93 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 2 725 | 1,91 | 448 | -5,49 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 86 642 | -14,81 | 14 259 | -21,03 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 4 745 | -5,93 | 781 | -12,85 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 48 358 | 4,14 | 7 958 | -3,46 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 4 | 1 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 13 441 | 21,60 | 2 212 | 12,69 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 156 | 0,00 | 0 |
