Podstawowe statystyki
| Właściciele instytucjonalni | 1027 total, 1022 long only, 1 short only, 4 long/short - change of 2,06% MRQ |
| Średnia alokacja portfela | 0.3804 % - change of -8,94% MRQ |
| Akcje instytucjonalne (długie) | 84 802 468 (ex 13D/G) - change of 2,60MM shares 3,15% MRQ |
| Wartość instytucjonalna (długa) | $ 9 186 954 USD ($1000) |
Własność instytucjonalna i akcjonariusze
iShares Trust - iShares TIPS Bond ETF (CL:TIP) posiada 1027 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 84,802,468 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, Fmr Llc, Morgan Stanley, BlackRock, Inc., Envestnet Asset Management Inc, UBS Group AG, Sumitomo Life Insurance Co, Pictet Asset Management Holding SA, Wells Fargo & Company/mn, and LPL Financial LLC .
iShares Trust - iShares TIPS Bond ETF (SNSE:TIP) 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.
Częstotliwość aktualizacji: codziennie
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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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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ  (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ  (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | WFA of San Diego, LLC | 3 564 | -1,25 | 393 | -0,76 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 11 600 | 218,24 | 1 280 | 220,00 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 2 035 | 0,00 | 225 | 0,90 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 35 815 | -0,59 | 3 953 | -0,18 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 39 529 | 24,58 | 4 362 | 25,09 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 7 699 | 0,00 | 846 | 0,00 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 46 842 | -20,32 | 5 169 | -20,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 52 029 | 1,81 | 5 742 | 2,23 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 84 914 | -36,87 | 9 371 | -36,61 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 2 164 | 0,00 | 239 | 0,42 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3 224 | 26,58 | 356 | 27,24 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 90 732 | -36,84 | 10 013 | -36,58 | ||||
| 2026-05-14 | 13F | Clg Llc | 2 961 | 0,00 | 327 | 0,31 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Atwater Malick LLC | 5 250 | -12,40 | 579 | -12,01 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 21 004 | -1,93 | 2 318 | -1,53 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 3 000 | 0,00 | 331 | 0,61 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 10 034 | 8,82 | 1 107 | 9,28 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 55 847 | 0,53 | 6 163 | 0,95 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 3 246 | 0,00 | 358 | 0,56 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 168 | 0,00 | 18 | 0,00 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 25 242 | 1,00 | 2 786 | 1,42 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 24 065 | -16,36 | 2 656 | -16,03 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 30 580 | 3 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1 677 | -0,59 | 185 | 0,00 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 6 863 | -1,34 | 757 | -0,92 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 18 689 | 2,92 | 2 063 | 3,36 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 18 215 | -0,11 | 2 010 | 0,30 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 207 395 | 19,88 | 22 888 | 20,37 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 59 | 7 | ||||||
| 2026-02-12 | 13F | Gould Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 4 682 | 517 | ||||||
| 2026-03-20 | 13F/A | Hsbc Holdings Plc | Call | 125 000 | 13 752 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 13 347 | -12,14 | 1 473 | -11,80 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 1 938 | 0,00 | 214 | 0,00 | ||||
| 2026-03-20 | 13F/A | Hsbc Holdings Plc | Put | 125 000 | 13 752 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 49 683 | 8,03 | 5 483 | 8,49 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 9 808 | -2,31 | 1 082 | -1,99 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 11 591 | 5,53 | 1 286 | 6,55 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 83 | 9 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 204 | 0,00 | 23 | 0,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 54 452 | -10,24 | 6 009 | -9,87 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 26 229 | 55,19 | 2 776 | 55,26 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 362 | 0,00 | 40 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3 912 | 12,45 | 432 | 12,83 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 147 132 | 29,98 | 16 238 | 30,51 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1 019 | -5,74 | 112 | -5,08 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 853 | 0,00 | 94 | 1,08 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 9 117 | 334,97 | 1 006 | 337,39 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 923 | -1,04 | 654 | -0,61 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 2 500 | 276 | ||||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 15 932 | 7,54 | 1 758 | 7,99 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 42 338 | -46,07 | 4 660 | -45,99 | ||||
| 2026-02-04 | 13F | Invst, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 10 238 | -3,15 | 1 130 | -2,76 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 97 | 11 | ||||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 10 418 | -15,53 | 1 150 | -15,20 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 21 618 | -14,39 | 2 386 | -14,05 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 5 906 | 0,00 | 652 | 0,31 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 77 002 | 6,57 | 8 498 | 7,00 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 5 447 | -11,73 | 599 | -12,83 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 38 744 | 18,08 | 4 276 | 18,55 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 4 268 | -82,33 | 471 | -82,29 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 21 383 | -11,19 | 2 360 | -10,85 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 59 | 7 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2 611 | -2,10 | 288 | -1,71 | ||||
| 2026-05-04 | 13F | First Growth Capital LLC | 4 315 | 10,78 | 476 | 10,44 | ||||
| 2026-05-05 | 13F | Alan B. Lancz & Associates, Inc. | 2 725 | 0,00 | 301 | 0,33 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 241 | -26,07 | 26 | -25,71 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 4 011 | 0,00 | 443 | 0,45 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 29 549 | -0,97 | 3 261 | -0,55 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 334 | 151,13 | 37 | 157,14 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 48 907 | -21,39 | 5 375 | -22,30 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 7 195 | 50,40 | 801 | 51,99 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 23 185 | -1,17 | 2 559 | -0,78 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 75 | 0,00 | 8 | 0,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 240 | 29,73 | 26 | 30,00 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 2 510 | 0,00 | 277 | 0,73 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2 358 | -35,40 | 260 | -35,16 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 26 380 | -0,56 | 2 911 | -0,14 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2 496 | -2,27 | 275 | -1,79 | ||||
| 2026-05-15 | 13F | Independent Family Office, LLC | 16 526 | 0,00 | 1 824 | 0,39 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 2 068 | 4,60 | 228 | 5,07 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1 245 | 137 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3 818 | 0,55 | 421 | 0,96 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 4 082 | -3,06 | 451 | -2,60 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 41 402 | 7,40 | 4 569 | 7,84 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 154 | 0,00 | 17 | 0,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 188 405 | -10,59 | 20 792 | -10,22 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F/A | Wright Fund Managment, LLC | 98 800 | 10 904 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 231 | 0,00 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 42 378 | 8,72 | 4 410 | 2,94 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 72 435 | 3,59 | 8 066 | 4,67 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 13 644 | 37,55 | 1 506 | 38,07 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 135 693 | -43,52 | 14 975 | -43,29 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 3 644 | -3,88 | 402 | -3,37 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 7 268 | -8,31 | 799 | -9,42 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 879 | 34,20 | 98 | 34,72 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 3 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 66 537 | 0,61 | 7 343 | 1,03 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 2 377 | -7,40 | 262 | -7,09 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 33 038 | 0,28 | 4 | 0,00 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 179 953 | 12,94 | 19 860 | 13,40 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 3 463 | 0,00 | 382 | 0,53 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 330 | 0,00 | 36 | 0,00 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 5 540 | 2,52 | 611 | 3,04 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 396 | 0,00 | 44 | 0,00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9 972 | 0,08 | 1 101 | 0,46 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 30 100 | 7,92 | 3 322 | 8,35 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 14 116 | -0,28 | 1 558 | 0,13 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 8 045 | -2,51 | 888 | -2,10 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 147 | 16 | ||||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 53 462 | 4,26 | 5 900 | 117 900,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 76 765 | 15,84 | 8 419 | 15,58 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 5 958 | -1,37 | 657 | -0,90 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 120 712 | -22,66 | 13 322 | -22,34 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2 877 | -9,10 | 317 | -8,65 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 7 958 | -3,02 | 878 | -2,55 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 72 252 | 204,03 | 7 974 | 205,25 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 13 406 | -2,80 | 1 479 | -2,38 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 63 700 | 5,64 | 7 030 | 6,07 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 7 326 | 7,21 | 808 | 7,73 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 4 101 | 0,00 | 453 | 0,44 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 61 | 6 000,00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 16 | 0,00 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 5 454 | 0,00 | 602 | 0,33 | ||||
| 2026-04-22 | 13F | DORVAL Corp | 115 978 | -33,77 | 12 799 | -33,50 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 085 | -20,48 | 230 | -20,14 | ||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 1 059 | -0,19 | 117 | 0,00 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 17 605 | -3,61 | 1 943 | -3,24 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 2 470 | 0,00 | 273 | 0,37 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1 839 | -0,97 | 203 | -0,98 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 6 570 | 0,00 | 725 | 0,42 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1 180 | 7,37 | 130 | 8,33 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 2 927 | -23,03 | 326 | -23,17 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | Call | 160 600 | 17 724 | |||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 323 345 | -22,49 | 35 684 | -22,17 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 200 | 0,00 | 22 | 4,76 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 310 | 0,00 | 366 | 3,99 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 3 624 | 17,82 | 400 | 18,05 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 2 | 100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10 920 | -3,44 | 1 207 | -3,05 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 610 | 41,86 | 67 | 42,55 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 3 133 | -2,61 | 346 | -2,27 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 2 302 | 0,00 | 254 | 0,79 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 362 700 | 0,00 | 40 028 | 0,41 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | JMN Financial LLC | 2 200 | 243 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 9 916 | 0,00 | 1 094 | 0,46 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 181 745 | 3,10 | 20 057 | 3,52 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 18 870 | -4,08 | 2 082 | -3,70 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10 972 | -5,58 | 1 211 | -5,25 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 379 074 | 19,72 | 41 695 | 19,80 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 3 612 | 2,61 | 399 | 3,11 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 3 009 | -0,56 | 332 | -0,30 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 47 735 | 1,77 | 5 268 | 2,19 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 33 348 | 3 680 | ||||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 473 000 | 846,00 | 51 987 | 834,85 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 438 698 | 24,72 | 48 430 | 25,20 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 5 515 | 1,06 | 609 | 1,50 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 23 472 | -2,01 | 2 590 | -1,60 | ||||
| 2026-04-30 | 13F | Summa Corp. | 6 430 | 0,00 | 710 | 0,42 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 6 853 | 20,46 | 756 | 20,96 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 10 399 | 0,00 | 1 148 | 0,44 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 137 511 | 4 155,99 | 15 176 | 4 174,65 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 164 | 18 | ||||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 353 | 138,51 | 39 | 137,50 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 30 483 | 1,06 | 3 364 | 1,39 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 3 407 | 376 | ||||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 2 021 | 0,00 | 223 | 0,45 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 2 500 | 0,00 | 276 | 0,36 | ||||
| 2026-05-12 | 13F | Creative Planning | 110 029 | -8,47 | 12 143 | -8,10 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 55 325 | 5,31 | 6 106 | 5,75 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 2 000 | 0,00 | 221 | 0,46 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 106 100 | -26,98 | 11 709 | -26,68 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 109 700 | 1 105,49 | 12 106 | 1 110,60 | |||
| 2026-05-13 | 13F | Boston Family Office Llc | 4 016 | 42,61 | 0 | |||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 113 | 0,00 | 12 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 118 547 | 13 083 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 85 | 0,00 | 9 | 0,00 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 3 952 | 36,98 | 436 | 37,54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3 865 | 950,27 | 427 | 965,00 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 39 231 | 4,13 | 4 330 | 4,57 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 31 036 | 2,11 | 3 425 | 2,54 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 62 208 | -4,59 | 6 865 | -4,20 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1 221 | -24,54 | 135 | -24,29 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1 803 | 0,00 | 199 | 0,00 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 105 500 | -10,77 | 11 643 | -10,41 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 4 314 | 0,00 | 476 | 0,42 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 524 | 38,99 | 58 | 39,02 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 3 576 | 55,21 | 395 | 55,73 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 15 065 | 149,50 | 1 663 | 150,68 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 6 325 | 0,00 | 698 | 0,43 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 16 119 | 35,44 | 1 779 | 35,93 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 255 669 | 105,88 | 28 216 | 106,72 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 11 826 | -2,91 | 1 305 | -2,47 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 10 | 0,00 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3 524 | 389 | ||||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 181 | 0,00 | 20 | 0,00 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 7 220 | 0,00 | 797 | 0,38 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 2 011 | -16,59 | 222 | -16,29 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 792 456 | -2,13 | 87 455 | -1,73 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 2 378 | 0,00 | 262 | 0,38 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 51 505 | 0,00 | 5 684 | 0,42 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 9 162 | -73,78 | 1 011 | -73,67 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 878 | 0,00 | 97 | 0,00 | ||||
| 2026-02-13 | 13F | Templeton & Phillips Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 86 652 | 3,19 | 9 660 | 4,47 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 40 346 | -5,24 | 4 453 | -4,85 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 65 | 0,00 | 7 | 0,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 89 | 0,00 | 10 | 0,00 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 491 | 0,00 | 54 | 1,89 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 27 598 | -2,90 | 3 046 | -2,50 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 2 676 | 298 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 5 979 | -2,11 | 660 | -1,79 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 54 737 | 2,88 | 6 041 | 3,30 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 5 033 | 0,00 | 555 | 0,36 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 2 146 | -2,14 | 237 | -2,07 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 62 209 | 7,36 | 6 865 | 7,80 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 2 963 | 0,00 | 327 | 0,31 | ||||
| 2026-05-12 | 13F | Fairfield, Bush & Co. | 2 030 | 0,00 | 224 | 0,45 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 6 095 | 0,00 | 673 | 0,45 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 1 856 | 0,00 | 205 | 0,49 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 161 604 | 4 175,24 | 17 835 | 4 197,35 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 427 799 | 185,79 | 47 | 193,75 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 19 893 | 3,03 | 2 195 | 3,44 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 120 422 | 11,29 | 13 236 | 11,28 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 3 531 | 0,00 | 390 | 0,00 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 140 | 0,00 | 15 | 0,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 6 996 | 100,86 | 772 | 102,09 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 250 | 6,38 | 28 | 8,00 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 4 787 | -6,43 | 528 | -6,05 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 3 805 | -10,09 | 420 | -9,89 | ||||
| 2026-05-13 | 13F | Verger Capital Management LLC | 99 195 | -3,43 | 10 947 | -3,04 | ||||
| 2026-05-12 | 13F | Todd Asset Management Llc | 2 060 | 0,00 | 227 | 0,44 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 21 667 | -4,65 | 2 391 | -4,25 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 5 473 | -1,79 | 604 | -1,31 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 100 | 0,00 | 11 | 10,00 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 569 232 | -21,19 | 62 820 | -20,87 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 42 151 | 30,02 | 4 652 | 30,54 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 3 500 | 0,00 | 386 | 0,52 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 28 477 | 586,69 | 3 143 | 589,04 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 8 840 | -0,45 | 976 | -0,10 | ||||
| 2026-05-13 | 13F | Northstar Asset Management Inc | 2 000 | 0,00 | 221 | 0,46 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 3 551 | -5,61 | 392 | -5,33 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 3 015 | -6,71 | 333 | -6,48 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 7 050 | 0,00 | 778 | 0,52 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 2 496 | -1,69 | 275 | -1,43 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 4 466 | 0,00 | 493 | 0,41 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 555 | 61 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 1 127 | -1,57 | 124 | -0,80 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 38 544 | 4 254 | ||||||
| 2026-04-22 | 13F | Bravera Wealth | 131 | 0,00 | 14 | 0,00 | ||||
| 2026-05-08 | 13F | Pinnacle Holdings, LLC | 1 846 | -9,02 | 204 | -8,97 | ||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 4 570 | 504 | ||||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 7 709 | 1,81 | 851 | 2,16 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 76 291 | -6,01 | 8 419 | -5,63 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9 839 | 0,22 | 1 086 | 0,65 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 16 526 | 116,54 | 1 816 | 114,15 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 43 | 5 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 13 660 | -10,15 | 1 509 | 150 700,00 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2 325 | 1,97 | 257 | 2,40 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10 572 | 5,01 | 1 167 | 5,42 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Barclays Plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 61 856 | 36,78 | 6 826 | 37,34 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 115 620 | 1,41 | 12 760 | 1,82 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 091 | -47,82 | 120 | -47,60 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 1 936 | 0,00 | 214 | 0,47 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 97 643 | 3,31 | 11 | 0,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | North Forty Two & Co. | 2 048 | 0,00 | 226 | 0,44 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 10 662 | -6,00 | 1 177 | -5,62 | ||||
| 2026-05-15 | 13F | Passaic Partners LLC | 155 596 | -57,23 | 17 172 | -57,06 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 4 224 | -0,54 | 466 | 0,00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5 232 | 44,09 | 577 | 44,61 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 997 | -43,06 | 110 | -42,71 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 6 774 | 146,51 | 1 | |||||
| 2026-01-29 | 13F | Comerica Bank | 40 329 | -3,32 | 4 433 | -4,46 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 870 | 0,48 | 648 | 0,78 | ||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 379 892 | 2,52 | 41 925 | 2,94 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 3 641 | -52,78 | 402 | -52,66 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 9 643 | 1,23 | 1 064 | 1,62 | ||||
| 2026-01-23 | 13F | Wallace Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 91 365 | 10,85 | 10 083 | 11,30 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 4 811 | -1,23 | 531 | -0,93 | ||||
| 2026-05-08 | 13F | Bokf, Na | 101 399 | 0,65 | 11 190 | 1,07 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 8 014 | 2,73 | 884 | 3,15 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2 980 | 42,65 | 329 | 43,23 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 26 307 | 117,14 | 2 903 | 118,11 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 2 013 | 0,15 | 222 | 0,91 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 23 158 | 4,79 | 2 556 | 5,23 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 515 | 0,00 | 57 | 0,00 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 6 487 | -0,96 | 716 | -0,56 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 307 | 34 | ||||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 494 | 0,00 | 55 | 0,00 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 5 563 | 7,10 | 614 | 7,54 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 4 531 | 0,00 | 500 | 0,40 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11 244 | -26,45 | 1 241 | -26,32 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 2 888 | -0,21 | 319 | 0,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 26 370 | 5,08 | 2 910 | 5,51 | ||||
| 2026-05-07 | 13F | Prentiss Smith & Co Inc | 3 570 | 0,00 | 394 | 0,26 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 3 658 | -0,25 | 404 | -0,74 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 239 | 0,00 | 26 | 0,00 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 10 861 | 3,96 | 1 199 | 4,36 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 26 585 | -15,54 | 2 934 | -15,21 | ||||
| 2026-04-30 | 13F | Private Harbour Investment Management & Counsel, LLC | 4 855 | -1,02 | 536 | -0,74 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 9 839 | -1,75 | 1 081 | -2,88 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 458 | 5,18 | 271 | 5,86 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8 577 | 4,10 | 947 | 4,53 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 1 996 | -0,15 | 220 | 0,46 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 10 586 | 1 168 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10 329 | 1 140 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 14 673 | 0,00 | 1 619 | 0,43 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5 552 | -1,10 | 613 | -0,81 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 1 900 | 0,00 | 210 | 0,48 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 100 | 0,00 | 11 | 10,00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 9 226 | -2,44 | 1 018 | -2,02 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 2 352 | -17,76 | 260 | -17,52 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 56 764 | 0,65 | 6 264 | 1,06 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 6 950 | -2,37 | 767 | -1,92 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 27 059 | -2,42 | 2 986 | -2,00 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 4 177 | 0,00 | 461 | 0,22 | ||||
| 2026-05-01 | 13F | American Trust | 5 438 | -11,63 | 600 | -11,24 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 689 | 0,00 | 76 | 1,33 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 14 | 2 | ||||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5 440 | 6,83 | 600 | 7,33 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 6 058 | -2,12 | 669 | -1,76 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 15 156 | -18,82 | 1 673 | -18,48 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 68 | 33,33 | 8 | 40,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 69 063 | -3,89 | 7 622 | -3,51 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 4 505 | -3,45 | 497 | -2,93 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Man Group plc | 361 604 | -36,59 | 39 907 | -36,33 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 49 | 5 | ||||||
| 2026-05-13 | 13F | Ci Investments Inc. | 1 166 832 | 28,68 | 128 772 | 29,21 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1 846 | 0,76 | 204 | 1,00 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 43 106 | 24,90 | 4 757 | 25,42 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2 906 | -3,84 | 321 | -3,61 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2 218 | 1,65 | 245 | 2,09 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 2 445 | -1,33 | 270 | -1,10 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 3 207 | -20,38 | 354 | -20,14 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 135 194 | 2,04 | 14 920 | 2,45 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 64 420 | 14,88 | 7 109 | 15,35 | ||||
| 2026-05-18 | 13F | Cim, Llc | 170 451 | 0,98 | 18 811 | 1,40 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 982 | 58,39 | 108 | 58,82 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 10 196 | 58,47 | 1 125 | 59,12 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2 348 | -15,33 | 258 | -16,23 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 824 | 91 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 111 | 0,00 | 12 | 0,00 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 228 072 | 9,31 | 25 170 | 9,76 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 13 761 | -70,54 | 1 518 | -70,43 | ||||
| 2026-04-22 | 13F | Horizon Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 400 | 44 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 47 037 | 15,25 | 5 191 | 15,74 | ||||
| 2026-02-09 | 13F | White Pine Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 13 789 | -10,52 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 184 | 0,00 | 20 | 0,00 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 5 070 | 0,00 | 560 | 0,36 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 677 | -5,84 | 75 | -6,33 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 4 986 | 550 | ||||||
| 2026-04-09 | 13F | Dorato Capital Management | 3 384 | 0,00 | 375 | 0,54 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 6 452 | 712 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 53 874 | -30,40 | 5 945 | -30,12 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 737 | 0,00 | 81 | 0,00 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 12 295 | 126,14 | 1 357 | 127,14 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 75 812 | -2,07 | 8 367 | -1,67 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12 879 | -3,67 | 1 421 | -3,27 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 12 359 | 10,30 | 1 364 | 10,72 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 12 414 | -10,25 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 6 453 | 0,05 | 717 | 1,27 | ||||
| 2026-04-15 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 4 934 | -4,73 | 544 | -4,39 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 15 417 | -2,23 | 1 695 | -3,37 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | Put | 15 400 | 175,00 | 47 | -92,36 | |||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 4 493 | -4,83 | 496 | -4,44 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 20 258 | 2 236 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 8 | 1 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 46 605 | 5,22 | 5 143 | 5,65 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 11 425 | 37,82 | 1 261 | 38,31 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 21 220 | -0,32 | 2 342 | 0,09 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 9 951 | 0,81 | 1 098 | 1,29 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 298 592 | -36,49 | 32 950 | -36,35 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 2 692 | 0,00 | 297 | 0,68 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 25 732 | 8,35 | 2 605 | -0,23 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 9 875 | -2,89 | 1 090 | -2,51 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 8 489 | -0,82 | 937 | -0,43 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 3 117 | 33,21 | 344 | 33,46 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 36 366 | -4,17 | 4 013 | -3,76 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2 773 | 25,48 | 306 | 26,45 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 3 149 | -8,51 | 348 | -8,44 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 843 | 0,00 | 93 | 1,09 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 4 210 | -7,74 | 465 | -7,39 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 3 477 | 0,64 | 384 | 1,06 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 104 360 | 0,75 | 11 517 | 1,16 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 30 | 0,00 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 5 354 | -4,15 | 591 | -3,75 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 5 447 | 601 | ||||||
| 2026-05-14 | 13F | Rodgers Brothers Inc. | 2 243 | 0,00 | 248 | 0,41 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 58 437 | -1,97 | 6 449 | -1,57 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Main Street Group, LTD | 207 | 23 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 14 176 | 20,43 | 1 564 | 20,96 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 2 321 | 0,00 | 256 | 0,39 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 16 213 | 1 789 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 64 539 | 19,22 | 7 122 | 19,70 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 4 524 | 499 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 443 | -11,04 | 49 | -11,11 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 16 861 | 1,68 | 1 861 | 2,09 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 27 295 | 5,80 | 3 012 | 6,24 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 2 762 | -60,97 | 305 | -60,88 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 2 272 | 0,00 | 251 | 0,40 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 31 352 | -17,54 | 3 460 | -17,21 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 1 822 | 0,00 | 201 | 0,50 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 5 036 | 0,00 | 556 | 0,36 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 100 | 20,48 | 11 | 22,22 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 4 108 | 453 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 402 404 | 18,00 | 154 769 | 18,48 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 19 841 | 80,93 | 2 190 | 81,66 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 92 | 0,00 | 10 | 0,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 2 800 | 0,86 | 309 | 1,31 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2 498 | 3,48 | 276 | 2,61 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 5 715 | 89,55 | 631 | 90,33 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 60 632 | 5,95 | 6 691 | 6,39 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 347 | -14,32 | 0 | |||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 2 381 | 0,00 | 263 | 0,38 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 7 486 | -0,74 | 826 | -0,24 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 74 894 | -1,17 | 8 265 | -0,77 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 319 551 | 1,21 | 476 706 | 1,63 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 32 617 | 6,97 | 3 600 | 7,40 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 1 903 | -0,89 | 210 | 0,00 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4 596 | 65,86 | 507 | 66,78 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 2 095 | 0,00 | 231 | 0,43 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 3 139 | 1,26 | 346 | 1,76 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 162 607 | -1,60 | 17 945 | -1,19 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 7 336 | -0,46 | 810 | -0,12 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 2 405 | 0,00 | 265 | 0,38 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 3 908 | 431 | ||||||
| 2026-04-07 | 13F | Calder Financial LLC | 11 855 | -2,94 | 1 308 | -2,53 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 110 791 | 1,46 | 12 227 | 1,87 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 12 535 | 31,49 | 1 383 | 32,09 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 358 504 | 23,91 | 39 564 | 24,42 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 2 320 | 0,00 | 256 | 0,79 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 40 849 | 2,74 | 4 508 | 3,16 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 4 568 | 7,58 | 504 | 8,15 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 13 995 | 15,96 | 1 544 | 16,44 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 67 508 | 3,98 | 7 450 | 4,41 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 86 778 | 11,43 | 9 577 | 11,88 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 4 102 | -5,42 | 453 | -5,04 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | CNB Bank | 90 | 0,00 | 10 | 0,00 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 3 180 | 0,00 | 351 | 0,29 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 1 540 | 0,00 | 170 | 0,00 | ||||
| 2026-02-17 | 13F | Discovery Capital Management, Llc / Ct | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 2 148 | -4,58 | 237 | -4,05 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 2 728 | 301 | ||||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 2 791 | -7,86 | 308 | -7,23 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7 103 | -6,75 | 1 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 4 056 | -33,45 | 448 | -33,18 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6 426 | -33,53 | 709 | -33,24 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 413 029 | 16,43 | 45 582 | 16,91 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 1 959 | 216 | ||||||
| 2026-05-01 | 13F | Mh & Associates Securities Management Corp /adv | 540 | 0,00 | 60 | 0,00 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 3 185 | 2,08 | 352 | 2,63 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 490 | 4,03 | 54 | 5,88 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 3 986 | 93,59 | 440 | 94,25 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 31 | 106,67 | 3 | 200,00 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 3 469 | -35,88 | 383 | -35,69 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 5 | 0,00 | 1 | |||||
| 2026-05-15 | 13F | EFG International AG | 3 784 | 23,14 | 418 | 23,74 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 6 850 | -5,41 | 756 | -4,91 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 22 494 | 1,78 | 2 482 | 2,22 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 6 149 | 78,44 | 679 | 79,37 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 83 245 | 20,58 | 9 187 | 21,08 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 19 067 | 0,32 | 2 104 | 0,72 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2 049 | -63,58 | 226 | -63,43 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 451 433 | 2,04 | 49 820 | 2,46 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 3 484 | 0,00 | 384 | 0,52 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 15 922 | -15,18 | 1 757 | -14,83 | ||||
| 2026-04-13 | 13F | Spring Capital Management, Llc | 14 686 | 0,00 | 1 621 | 0,37 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 6 814 | -0,67 | 752 | -0,27 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 114 441 | 0,73 | 12 630 | 1,14 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 9 280 | 13,38 | 1 024 | 13,90 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 29 523 | 8,01 | 3 258 | 8,46 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 7 | 0,00 | 1 | |||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 6 926 | 4,76 | 764 | 5,23 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2 827 | 312 | ||||||
| 2026-05-26 | 13F | Peak Planning Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 736 210 | 5,85 | 81 248 | 6,28 | ||||
| 2026-02-17 | 13F | SIH Partners, LLLP | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Tandemgrowth Financial Advisors Llc | 24 966 | -1,53 | 2 755 | -1,11 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 10 | 0,00 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 89 037 | 4,54 | 9 826 | 4,97 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7 382 | -3,06 | 815 | -2,63 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 13 219 | -17,84 | 1 459 | -17,53 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 3 266 | 0,31 | 360 | 0,84 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 13 410 | 0,00 | 1 480 | 0,41 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 297 884 | 3,76 | 32 874 | 4,19 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 58 548 | 4,58 | 6 461 | 5,01 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 4 098 | 0,00 | 452 | 0,44 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 13 270 | 43,01 | 1 464 | 43,67 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 46 338 | -0,02 | 5 114 | 0,39 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 93 131 | 0,48 | 10 278 | 0,88 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5 058 | -12,79 | 558 | -12,40 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 4 072 | 2,34 | 449 | 2,75 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 23 | 53,33 | 3 | 100,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 37 032 | 13,73 | 4 087 | 14,20 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 3 149 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 393 | 53,41 | 154 | 54,55 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 10 375 | -6,15 | 1 145 | -5,84 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 11 809 | 5,84 | 1 303 | 6,28 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 63 188 | 3,48 | 6 974 | 3,90 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2 319 | -8,92 | 256 | -8,60 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 88 228 | 21,70 | 9 737 | 22,19 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2 308 | -0,22 | 255 | 0,00 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 5 479 | 0,00 | 609 | 1,16 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 8 279 | -3,84 | 914 | -3,49 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 358 | -9,60 | 0 | |||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 12 525 | 13 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 32 868 | 5,51 | 3 627 | 5,96 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 17 179 | 0,00 | 1 896 | 0,37 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 12 120 | 0,51 | 1 338 | 0,91 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 1 828 | -96,30 | 202 | -96,30 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 2 673 | -8,80 | 295 | -8,70 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 649 | 2,04 | 182 | 2,26 | ||||
| 2026-05-04 | 13F/A | Ghe, Llc | 3 364 | 0,00 | 371 | 0,54 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 19 832 | 17,36 | 2 189 | 17,82 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 3 875 | 429 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2 463 | 0,78 | 272 | 1,12 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1 896 | 0,00 | 209 | 0,48 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Sentinus, LLC | 37 330 | 9,45 | 4 120 | 9,90 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 2 149 | 0,00 | 237 | 0,42 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15 448 | 170,07 | 1 717 | 173,25 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 7 067 | 0,00 | 780 | 0,39 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 14 657 | 0,00 | 1 618 | 0,43 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 2 651 | 2,75 | 291 | 1,75 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3 258 | -6,06 | 360 | -5,77 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 38 141 | -11,53 | 4 209 | -11,17 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 4 766 | 8,99 | 526 | 9,58 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 157 504 | 17 382 | ||||||
| 2026-04-15 | 13F | RCW Management, LLC | 19 175 | 3,27 | 2 116 | 3,73 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 9 268 | 277,21 | 1 023 | 278,52 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 2 310 | 0,00 | 255 | 0,40 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 30 633 | 13,28 | 3 381 | 13,73 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 10 990 | 0,00 | 1 213 | 0,41 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 5 937 | -13,38 | 653 | -14,44 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 2 421 | 8,42 | 267 | 8,98 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 21 522 | -20,68 | 2 399 | -19,55 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 100 | 0,00 | 11 | 10,00 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 2 131 | -7,51 | 235 | -7,11 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 521 | 159,20 | 58 | 159,09 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 2 889 | 0,00 | 319 | 0,32 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 740 | -4,52 | 82 | -4,71 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 328 | 0,00 | 36 | 0,00 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 84 | 0,00 | 9 | 0,00 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 5 840 | 13,02 | 644 | 13,58 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 4 663 | 14,82 | 515 | 15,25 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 123 114 | -31,50 | 12 634 | -36,15 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 473 810 | 4,21 | 52 290 | 4,64 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 665 645 | -0,35 | 73 454 | 0,05 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4 392 983 | -21,20 | 484 810 | -20,88 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 287 | 0,00 | 32 | 0,00 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 2 740 | 302 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 134 085 | -6,55 | 14 798 | -6,16 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 4 754 | -89,76 | 525 | -89,72 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 13 | 0,00 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2 516 | 0,00 | 278 | 0,36 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 4 569 | 0,42 | 504 | 0,80 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 1 550 | -16,22 | 171 | -15,76 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 1 | 0,00 | 0 | |||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 15 266 | 5,84 | 1 685 | 6,25 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 53 027 | -0,56 | 5 852 | -0,14 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 3 882 | 0,00 | 428 | 0,47 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 49 611 | 225,81 | 5 475 | 227,26 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 19 | 0,00 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 5 185 | -6,46 | 572 | -6,08 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 121 374 | 2,32 | 13 395 | 2,74 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 7 723 | 0,16 | 852 | 0,59 | ||||
| 2025-12-08 | 13F | NWF Advisory Services Inc. | 12 309 | -42,65 | 1 323 | -40,57 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 11 631 | 0,00 | 1 284 | 0,39 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Trust & Banking Corp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 2 701 | -2,17 | 298 | -1,65 | ||||
| 2026-05-14 | 13F | Cedrus Wealth Group LLC | 7 400 | 2,35 | 817 | 2,77 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6 409 | -5,85 | 704 | -7,00 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 6 148 | 1,49 | 678 | 1,95 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 309 639 | -40,43 | 34 178 | -40,18 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 270 514 | 5,52 | 29 854 | 5,95 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 5 000 | 0,00 | 552 | 0,36 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 150 | 0,00 | 17 | 0,00 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2 045 | 226 | ||||||
| 2026-04-28 | 13F | Hardy Reed LLC | 4 272 | 0,00 | 471 | 0,43 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 19 | 0,00 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 144 | 0,00 | 16 | 0,00 | ||||
| 2026-05-01 | 13F | Climber Capital SA | 15 770 | -31,60 | 1 739 | -31,30 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2 199 | -21,99 | 243 | -21,68 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 4 711 | 0,00 | 520 | 0,39 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 2 019 | -30,31 | 223 | -30,19 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 2 221 | 0,00 | 245 | 0,00 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 14 979 | 2,15 | 1 653 | 2,61 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 24 329 782 | 18,11 | 2 685 035 | 18,59 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 2 955 | 5,16 | 326 | 5,84 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 31 866 | 1,29 | 3 517 | 1,71 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16 022 | 1 768 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1 943 | 214 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 2 370 | -2,03 | 262 | -1,51 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 49 047 | 2,92 | 5 413 | 3,34 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | School Employees Retirement Board Of Ohio | 89 915 | 9 923 | ||||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3 729 | 2,59 | 412 | 3,01 | ||||
| 2026-05-14 | 13F | Bank of Marin | 10 218 | 4,89 | 1 128 | 5,33 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 11 030 | 23,41 | 1 217 | 23,93 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 13 225 | -17,16 | 1 460 | -16,82 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 609 035 | -4,12 | 67 213 | -3,72 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10 853 | 1 198 | ||||||
| 2026-04-22 | 13F | James Hambro & Partners | 7 985 | 881 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 25 | 0,00 | ||||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 3 885 | 76,43 | 429 | 77,59 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 522 | 374,55 | 58 | 0,00 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1 379 | 0,22 | 152 | 0,66 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 4 007 | 0,00 | 442 | 0,45 | ||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 654 205 | 3,06 | 72 198 | 3,49 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 15 607 | 3,92 | 1 722 | 4,36 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 6 919 | 23,73 | 764 | 24,27 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 3 899 | 18,69 | 430 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 49 857 | -2,33 | 5 491 | -3,29 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 90 807 | 52,66 | 11 496 | 75,46 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 7 322 | -19,36 | 808 | -18,96 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 6 500 | 0,00 | 717 | 0,42 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 427 438 | 5,61 | 47 172 | 6,05 | ||||
| 2026-05-11 | 13F | Ogorek Anthony Joseph /ny/ /adv | 14 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 3 397 | 0,00 | 375 | 0,27 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 3 895 | -2,72 | 430 | -2,50 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 10 241 | 15,18 | 1 130 | 15,66 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 26 771 | -7,81 | 2 954 | -7,43 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 8 099 | 0,53 | 894 | 0,90 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 717 | 0,00 | 79 | 1,28 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 46 413 | -0,36 | 5 122 | 0,06 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 652 184 | 1,22 | 292 695 | 1,64 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 2 364 | 0,00 | 261 | 0,39 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 8 000 | 0,00 | 883 | 0,34 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 455 864 | -3,71 | 50 309 | -3,32 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 1 712 | 0,00 | 189 | 0,00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2 244 | 10,22 | 248 | 10,76 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6 261 | 691 | ||||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 1 218 | -74,55 | 134 | -74,48 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 4 812 | -23,35 | 531 | -23,04 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 5 765 | 0,00 | 636 | 0,47 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2 009 | 0,00 | 222 | 0,45 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 2 090 | 231 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2 337 | -0,21 | 258 | 0,00 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 11 | 0,00 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 233 | 26 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 18 180 | 1 658,22 | 2 006 | 1 675,22 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 12 | 1 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 16 318 | -2,63 | 1 801 | -2,23 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 151 | 0,00 | 17 | 0,00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 9 355 | -5,53 | 1 032 | -5,15 | ||||
| 2026-04-29 | 13F | Great Hill Capital LLC | 6 067 | 95,71 | 670 | 96,76 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 1 892 | 0,11 | 209 | 0,48 | ||||
| 2026-02-03 | 13F | Van Strum & Towne Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 4 694 | 0,00 | 521 | 0,58 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 803 | 0,00 | 89 | 0,00 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 2 624 | -17,97 | 290 | -17,66 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Avos Capital Management, LLC | 5 975 | -51,58 | 659 | -51,40 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 53 340 | -0,49 | 5 887 | -0,08 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 13 288 | -7,56 | 1 466 | -7,16 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 56 | 0,00 | 6 | 0,00 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 8 | -27,27 | 1 | -100,00 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 2 157 | 0,00 | 238 | 0,42 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 490 | 0,00 | 54 | 1,89 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 3 508 | 4,47 | 387 | 4,88 | ||||
| 2026-04-07 | 13F | Eastern Bank | 354 | -16,11 | 39 | -15,22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 25 | 3 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 9 534 | 1 052 | ||||||
| 2026-05-13 | 13F | United Services Automobile Association | 33 485 | 24,22 | 3 695 | 24,75 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 1 606 | -0,12 | 177 | 0,57 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 35 864 | 3,62 | 3 993 | 4,97 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 402 159 | 11,26 | 154 742 | 11,71 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 17 | 2 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4 699 | -8,51 | 516 | -9,63 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 3 340 | -25,26 | 369 | -25,05 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 140 209 | 3,12 | 15 473 | 3,55 | ||||
| 2026-04-20 | 13F | William B. Walkup & Associates, Inc. | 244 | 0,00 | 27 | 3,85 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 277 560 | -26,80 | 22 422 | -46,20 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 17 981 | 10,88 | 1 984 | 11,34 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 3 568 | 15,28 | 394 | 15,59 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 8 106 | 0,00 | 895 | 0,45 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 10 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 40 338 | 11,41 | ||||||
| 2026-01-08 | 13F | Grove Bank & Trust | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 79 120 | 677,59 | 8 696 | 677,82 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 4 833 | 24,66 | 533 | 25,12 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 4 718 | -14,40 | 521 | -14,05 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 11 432 | -1,08 | 1 262 | -0,86 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 22 276 | 34,53 | 2 458 | 35,05 | ||||
| 2026-04-15 | 13F | Slocum, Gordon & Co LLP | 43 577 | 0,17 | 4 809 | 0,59 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 4 500 | -11,61 | 497 | -11,27 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 29 825 | -4,17 | 3 291 | -3,77 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 8 116 | 0,00 | 896 | 0,34 | ||||
| 2026-02-23 | 13F | Vinland Capital Management Gestora de Recursos LTDA. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 2 925 | 323 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 1 878 | 0,00 | 207 | 0,49 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 3 044 | 45,30 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 8 825 | 16,04 | 974 | 16,53 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 16 052 | -1,50 | 1 772 | -1,12 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 10 450 | 3,16 | 1 153 | 3,59 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1 474 | 0,00 | 163 | 0,00 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 40 119 | 4,73 | 4 428 | 5,15 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 34 013 | -2,95 | 3 754 | -2,57 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 2 022 | 24,66 | 223 | 25,28 | ||||
| 2026-02-17 | 13F | Dark Forest Capital Management Lp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 5 282 | 588 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15 794 | 39,22 | 1 743 | 39,89 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 968 | 0,62 | 107 | 0,95 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 5 054 | 0,00 | 558 | 0,36 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 2 468 | 810,70 | 272 | 837,93 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 4 359 | -24,69 | 483 | -24,21 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 6 120 | -45,09 | 675 | -44,90 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 694 | 56,31 | 77 | 58,33 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 4 635 | -2,67 | 511 | -2,29 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 18 503 | 197,48 | 2 042 | 198,98 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 630 | 4,83 | 70 | 4,55 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 9 495 | 8,23 | 1 058 | 9,75 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 301 923 | 8,81 | 33 320 | 9,25 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 081 805 | -2,41 | 119 388 | -2,01 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 7 770 | -4,18 | 857 | -3,82 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 3 749 | 15,21 | 414 | 15,69 | ||||
| 2026-03-26 | 13F | Leonteq Securities AG | Call | 0 | -100,00 | 0 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 902 | 0,00 | 100 | 0,00 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 11 418 | 4,95 | 1 260 | 5,44 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 5 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 90 764 | 0,00 | 10 017 | 0,41 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 3 544 | 1,32 | 391 | 1,82 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 152 444 | 0,78 | 16 824 | 105 043,75 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 8 920 | 4,69 | 984 | 5,13 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 4 724 | 0,85 | 521 | 1,36 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 1 546 | 143,08 | 171 | 146,38 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 2 070 | 0,00 | 228 | 0,44 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 19 691 | 16,34 | 2 173 | 16,83 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 12 009 | 451,12 | 1 325 | 454,39 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 663 759 | 1,88 | 183 612 | 2,29 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 0 | -100,00 | 0 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 257 | 6,20 | 28 | 7,69 | ||||
| 2026-05-05 | 13F | UBS Group AG | Call | 0 | -100,00 | 0 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 958 | 0,00 | 216 | 0,47 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 235 | 2 511,11 | 26 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 53 614 | 55,80 | 5 917 | 56,43 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 37 534 | 92,08 | 4 142 | 92,92 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 8 087 | -8,58 | 892 | -8,23 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 2 412 | 0,00 | 266 | 0,38 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 143 | 0,00 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 25 942 | 85,21 | 2 863 | 86,03 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 1 815 | 200 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 350 | 0,00 | 39 | 0,00 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 3 776 | -9,36 | 417 | -8,97 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 | 0 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 60 | -42,31 | 7 | -45,45 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 122 | -52,34 | 13 | -51,85 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 11 009 | 35,55 | 1 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 1 924 | -55,16 | 212 | -54,99 | ||||
| 2026-05-15 | 13F | FIL Ltd | 623 523 | 26,11 | 68 812 | 26,63 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 120 173 | -30,48 | 13 262 | -30,20 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 137 | 0,00 | 15 | 0,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 336 | 0,00 | 37 | 2,78 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 175 | 19 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 3 924 | 0,33 | 433 | 0,93 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 9 023 | 996 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 1 269 | 0,00 | 140 | 0,72 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 6 707 | 0,00 | 740 | 0,41 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 106 618 | -7,99 | 11 825 | -7,15 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 330 | 0,00 | 36 | 0,00 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | BSW Wealth Partners | 3 436 | 3,56 | 379 | 4,12 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 2 478 | -8,05 | 273 | -7,77 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 34 208 | -0,12 | 3 775 | 0,29 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3 950 | -14,59 | 436 | -14,37 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 2 313 | -12,49 | 255 | -12,07 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 500 | 0,00 | 55 | 1,85 | ||||
| 2026-04-20 | 13F | City State Bank | 14 130 | -1,74 | 1 559 | -1,33 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 324 094 | 4,50 | 35 767 | 4,93 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 5 998 | -11,88 | 662 | -12,68 | ||||
| 2026-05-15 | 13F | Marino Management, LLC | 126 194 | 0,00 | 13 926 | 0,20 | ||||
| 2026-02-17 | 13F | Driehaus Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 31 547 | -2,41 | 3 482 | -2,03 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 114 | -96,01 | 13 | -96,17 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 308 | 0,00 | 34 | 0,00 | ||||
| 2026-04-15 | 13F | City Holding Co | 1 003 | 0,00 | 111 | 0,00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 13 256 | -26,96 | 1 463 | -26,68 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 5 407 | -0,17 | 597 | 0,17 | ||||
| 2026-05-14 | 13F | Betterment LLC | 21 232 | 10,51 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 16 985 | -0,42 | 1 874 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8 596 | 18,27 | 945 | 16,83 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 19 253 | 1,60 | 2 125 | 2,02 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 2 320 | -5,07 | 257 | -4,83 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 16 444 | 0,01 | 1 815 | 0,39 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 361 | 0,00 | 40 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 15 633 | -62,77 | 1 725 | -62,62 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 18 377 | -10,48 | 2 028 | -10,11 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 100 838 | -2,96 | 11 128 | -2,57 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 15 788 | 0,61 | 1 742 | 1,04 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 644 | 0,00 | 71 | 1,43 | ||||
| 2026-02-10 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Lpwm Llc | 2 861 | 4,38 | 316 | 4,65 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 434 073 | 8,06 | 47 904 | 8,50 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2 018 | -16,27 | 223 | -15,91 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 3 846 | 0,00 | 424 | 0,24 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 20 053 | 2 213 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 6 703 | 4,25 | ||||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 15 909 | 1,28 | 1 756 | 1,68 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 55 053 | 245,35 | 6 076 | 246,75 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 16 728 | -29,77 | 1 846 | -29,46 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2 662 | 294 | ||||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 2 822 | -7,90 | 311 | -7,44 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 894 | 87,03 | 99 | 88,46 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 1 882 | 208 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 16 061 | 0,32 | 1 773 | 0,74 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 654 | 0,00 | 72 | 1,41 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 1 042 055 | 1,00 | 115 001 | 1,41 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3 914 | 102,59 | 432 | 103,30 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 9 201 | 0,00 | 1 015 | 0,40 | ||||
| 2026-04-21 | 13F | Creekside Partners | 2 802 | 0,00 | 309 | 0,65 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 3 310 | 0,00 | 365 | 0,55 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 8 | 0,00 | 1 | |||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 210 | 23 | ||||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 72 535 | -14,10 | 8 005 | -13,76 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 1 195 | 0,00 | 132 | 0,00 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 2 169 | 0,00 | 239 | 0,42 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 15 739 | -1,32 | 1 737 | -0,91 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 2 100 | 0,00 | 232 | 0,43 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 4 | 0 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 0 | 0 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 66 | 7 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 764 | 0,00 | 84 | 1,20 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 4 551 | -5,40 | 502 | -4,92 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 461 | -23,80 | 51 | -24,24 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 32 755 | 3 615 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12 667 | 43,52 | 1 398 | 44,02 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 3 887 | -12,00 | 429 | -11,55 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5 916 | -0,99 | 650 | -2,11 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 3 930 | -1,92 | 434 | -1,59 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 2 939 | 0,00 | 324 | 0,31 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 205 | 0,00 | 23 | 0,00 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 34 933 | 82,33 | 3 855 | 83,14 | ||||
| 2026-05-04 | 13F | Nwam Llc | 30 335 | 1,19 | 3 348 | 1,18 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 65 874 | -13,94 | 7 270 | -13,60 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 2 447 | -0,45 | 270 | 0,00 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 243 726 | 0,00 | 26 898 | 0,41 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 2 770 | 6,62 | 306 | 7,02 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 4 774 | -0,48 | 527 | -0,19 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 66 | 0,00 | 7 | 0,00 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 214 432 | 278 383,12 | 23 665 | 295 700,00 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2 698 | -37,53 | 298 | -37,34 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 13 145 | -0,44 | 1 450 | -0,07 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 8 456 | -8,90 | 933 | -8,53 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 2 261 | 13,22 | 250 | 13,70 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 1 491 300 | 16,82 | 164 565 | 17,03 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 3 055 | 0,00 | 337 | 0,60 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1 131 | 0,00 | 125 | 0,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3 541 | 4,49 | 391 | 4,84 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4 295 | 0,94 | 474 | 1,50 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 8 276 | -35,13 | 913 | -34,88 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 146 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 25 262 | -8,71 | 2 788 | -8,35 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 961 201 | -3,87 | 216 438 | -3,47 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 4 633 | 0,00 | 511 | 0,39 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 119 047 | -5,12 | 13 138 | -4,73 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 18 386 | -44,22 | 2 029 | -43,98 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 85 436 | 276,64 | 9 429 | 278,18 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 4 500 | -50,00 | 497 | -49,85 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6 321 | 3,33 | 698 | 3,72 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4 875 | 538 | ||||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 33 313 | -1,97 | 3 676 | -1,58 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 485 165 | 4,49 | 53 543 | 4,92 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 1 971 | -11,85 | 218 | -11,43 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 13 604 | 1 461 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 6 559 | 0,85 | 724 | 1,26 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 9 651 | 11,88 | 1 065 | 12,34 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 261 | 0,00 | 29 | 0,00 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 54 555 | 6 021 | ||||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 2 032 | -7,76 | 224 | -8,94 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 74 | 8 | ||||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 9 577 | -2,24 | 1 057 | -1,86 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 10 147 | -9,39 | 1 120 | -9,02 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1 594 | 0,00 | 175 | -1,69 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 5 603 | 2,56 | 618 | 2,66 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 49 291 | 694,12 | 5 440 | 697,51 | ||||
| 2026-02-06 | 13F | Kilter Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 23 233 | -8,38 | 2 564 | -8,04 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 20 525 | 275,85 | 2 265 | 277,50 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 536 | 0,00 | 59 | 1,72 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 49 | -7,55 | 5 | 0,00 | ||||
| 2026-05-04 | 13F | King Wealth | 2 567 | -3,79 | 0 | |||||
| 2026-05-15 | 13F | Seldon Capital Lp | 8 515 | 0,00 | 940 | 0,43 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 3 301 | 0,03 | 362 | 0,28 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 2 721 | 2,10 | 300 | 2,74 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 6 200 | 14,81 | 684 | 15,35 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 2 770 | 0 | ||||||
| 2026-04-30 | 13F | Vertex Investment Solutions Co., Ltd. | 46 300 | -51,37 | 5 109 | -51,28 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 36 841 | 38,46 | 4 083 | 39,64 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 40 158 | 2,01 | 4 432 | 2,40 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 5 653 | -1,40 | 624 | -1,11 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 1 836 | 202 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 433 | 9,34 | 48 | 9,30 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 55 689 | -3,42 | 6 146 | -3,03 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 75 693 | -1,81 | 8 354 | -1,40 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 2 245 | 0,00 | 248 | 0,41 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 4 793 | 0,00 | 529 | 0,38 | ||||
| 2026-01-13 | 13F | New Covenant Trust Company, N.A. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 15 561 | 3,55 | 1 717 | 4,00 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 16 055 | 15,63 | 1 772 | 16,06 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 2 660 | -0,86 | 0 | |||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 6 381 | 8,93 | 704 | 9,49 | ||||
| 2026-01-15 | 13F | Signature Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 63 009 | 6 954 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 4 921 | -93,25 | 543 | -93,22 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 17 781 | -6,45 | 1 962 | -6,08 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 107 767 | 3,57 | 11 958 | 4,56 | ||||
| 2026-05-01 | 13F | Avion Wealth | 6 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Ellenbecker Investment Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 16 780 | 124,69 | 1 872 | 127,06 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | FC Advisory LLC | 5 343 | 0,00 | 590 | 0,34 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 10 000 | 29,87 | 1 104 | 30,38 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 213 302 | -54,44 | 23 540 | -54,25 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 333 103 | 2,19 | 36 761 | 2,61 | ||||
| 2026-02-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3 662 | 0,27 | 402 | -0,99 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2 218 | 0,27 | 245 | 0,41 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 482 | -6,68 | 164 | -6,32 | ||||
| 2026-05-14 | 13F | Prudential Plc | 1 080 | 119 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 16 623 | 0,00 | 1 835 | 0,38 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 16 225 | 2,33 | 1 783 | 1,13 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 4 035 | 0,00 | 445 | 0,45 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 6 811 | -2,98 | 752 | -2,59 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 388 070 | -5,17 | 42 827 | -4,78 | ||||
| 2026-04-21 | 13F | WealthNavi Inc. | 654 936 | -5,43 | 72 | -5,26 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 18 713 | -1,16 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 343 | 0,00 | 38 | 0,00 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 27 336 | -29,82 | 3 017 | -29,55 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 5 805 | 0,00 | 641 | 0,31 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 21 016 | -5,21 | 2 319 | -4,80 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 2 348 | -9,76 | 259 | -9,44 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 6 331 | 3,72 | 699 | 4,18 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 5 200 | 0,00 | 574 | 0,35 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 4 118 | -3,22 | 454 | -2,78 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 10 223 | -3,55 | 1 128 | -3,09 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 301 | -3,83 | 33 | -2,94 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1 086 | 2,74 | 120 | 2,59 | ||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 365 000 | 40 281 | ||||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 350 | 0,00 | 39 | 0,00 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 9 696 | 50,86 | 1 070 | 51,56 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 65 554 | -0,51 | 7 235 | -0,10 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 71 049 | 17,71 | 7 841 | 18,20 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 7 454 | -27,56 | 823 | -27,26 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 8 438 | -3,47 | 931 | -3,02 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 385 936 | -0,31 | 42 592 | 0,10 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 97 784 | 11 | ||||||
| 2026-02-23 | 13F | Vinland Capital Management Gestora de Recursos LTDA. | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3 486 | -6,14 | 385 | -5,88 | ||||
| 2026-02-23 | 13F | Vinland Capital Management Gestora de Recursos LTDA. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 566 | 0,00 | 62 | 0,00 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 14 220 | -4,55 | 1 569 | -4,15 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 22 | -33,33 | 2 | -33,33 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 8 449 | -5,18 | 932 | -4,80 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 33 760 | 47,90 | 3 726 | 48,52 | ||||
| 2026-05-12 | 13F | Sumitomo Life Insurance Co | 1 513 455 | 167 025 | ||||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 8 662 | 956 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 14 | 2 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 51 466 | 2,82 | 5 680 | 3,24 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 3 053 | 0,00 | 337 | 0,30 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 144 641 | 8,31 | 15 883 | 8,22 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3 231 | 0 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 2 800 | 21,74 | 309 | 22,62 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 33 786 | 18,29 | 3 729 | 18,76 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 6 818 | 0,00 | 752 | 0,40 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6 343 | -4,83 | 1 | |||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 1 915 | -11,71 | 214 | -10,88 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 11 772 | -3,58 | 1 299 | -3,13 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 6 037 | -1,02 | 666 | -0,60 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 40 165 | 3,29 | 4 433 | 3,72 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 0 | 0 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 29 | -21,62 | 3 | -25,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 5 000 | 13,64 | 552 | 14,08 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 21 900 | 48,98 | 2 417 | 49,60 | |||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 16 503 | 9,60 | 1 821 | 10,03 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 5 674 | -0,87 | 626 | -0,48 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 28 | 0,00 | 3 | 0,00 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 4 663 | -37,03 | 515 | -36,78 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 16 452 | -8,94 | 1 816 | -8,56 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 100 485 | 35,09 | 11 089 | 35,65 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 3 524 | 0,00 | 389 | 0,26 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 12 153 | 43,84 | 1 341 | 44,50 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Investors Research Corp | 28 | 0,00 | 3 | 0,00 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 10 269 | 1 133 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 5 988 | 95,81 | 661 | 96,43 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 45 421 | 64,57 | 5 059 | 66,31 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 62 539 | 10,81 | 6 902 | 11,27 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 21 714 | 16,49 | 2 396 | 16,99 | ||||
| 2026-05-11 | 13F | Easterly Investment Partners Llc | 73 080 | 7,34 | 8 065 | 7,79 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 11 800 | 145,83 | 1 302 | 147,06 | |||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4 274 | -8,42 | 472 | -8,19 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 176 800 | 1 567,92 | 19 512 | 1 574,76 | |||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 3 098 | 2,89 | 342 | 2,10 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 59 136 | 20,89 | 6 526 | 21,39 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 9 | 0,00 | 1 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 731 | 1,53 | 81 | 1,27 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | S.A. Mason LLC | 2 266 | 2,26 | 250 | 2,88 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 5 035 | 1,00 | 556 | 1,46 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 3 689 | -12,02 | 407 | -11,52 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 2 290 | -94,21 | 253 | -94,20 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 3 711 | 0,00 | 410 | 0,49 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 2 270 | 0,00 | 251 | 0,40 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 4 944 | -0,40 | 546 | 0,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 87 557 | -16,81 | 9 663 | -16,48 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 320 | 15,94 | 35 | 16,67 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 888 | 98 | ||||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 4 619 | 0,00 | 510 | 0,39 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 466 675 | 0,30 | 51 502 | 0,71 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 5 070 | 0,00 | 560 | 0,36 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9 864 | -15,12 | 1 089 | -11,62 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 118 816 | -35,72 | 13 113 | -35,90 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 14 276 | -3,98 | 1 575 | -3,61 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 1 736 | 0,58 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 77 533 | 37,61 | 8 557 | 38,18 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 2 776 | 0,00 | 306 | 0,33 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 9 860 | -29,05 | 1 088 | -28,75 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 19 985 | 337,88 | 2 206 | 340,12 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 3 240 | 0,00 | 358 | 0,28 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 085 | 120 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 209 372 | -10,22 | 23 106 | -9,85 | ||||
| 2026-05-14 | 13F | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 331 | 0,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 15 151 | 32,29 | 1 672 | 32,91 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 7 100 | 281,72 | 784 | 283,82 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 9 032 | 2,00 | 997 | 2,36 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 6 667 | -26,95 | 736 | -26,72 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 25 671 | -7,52 | 2 833 | -7,11 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 9 101 | -38,53 | 1 009 | -38,20 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 103 | 0,00 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 45 | 0,00 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 16 338 | -42,12 | 1 803 | -41,88 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 3 889 | 23,11 | 429 | 23,63 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 8 554 | 0,00 | 944 | 0,43 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 955 | -4,15 | 657 | -3,67 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 17 445 | -15,08 | 1 925 | -14,71 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 14 838 | 198,01 | 1 637 | 199,27 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 15 690 | -42,54 | 1 753 | -41,62 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 1 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 1 840 | 0,00 | 203 | 0,50 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 306 | 0,00 | 34 | 0,00 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 17 783 | 1,94 | 1 963 | 2,35 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 7 578 | 836 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 124 | -8,15 | 14 | -7,14 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 148 | 33,64 | ||||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 2 955 | 326 | ||||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2 924 | -2,86 | 323 | -2,42 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 35 786 | 3,69 | 3 949 | 4,11 | ||||
| 2026-05-04 | 13F | Camden National Bank | 80 127 | 5,80 | 8 843 | 6,24 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 545 | -18,41 | 60 | -16,90 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 5 444 | -22,13 | 601 | -21,87 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 276 | |||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 348 241 | 54,80 | 148 982 | 55,63 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 28 161 | 2,72 | 3 108 | 3,12 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 6 209 | 685 | ||||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 8 349 | 40,41 | 921 | 41,04 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 2 531 | -0,39 | 279 | 0,00 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 3 993 | 8,33 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 128 | 0,00 | 14 | 0,00 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 12 280 | -5,52 | 1 355 | -5,11 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 394 233 | -14,37 | 43 508 | -14,02 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 32 410 | 5,54 | 3 577 | 5,96 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 2 761 | 0,36 | 305 | 0,66 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 109 647 | 4,17 | 12 101 | 4,60 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 19 109 | 39,85 | 2 109 | 40,44 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 3 097 | 0,00 | 342 | 0,29 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 186 | -54,85 | 21 | -55,56 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 18 448 | 715,20 | 2 036 | 720,56 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 15 170 | 1,08 | 1 674 | 1,52 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 130 532 | -2,00 | 14 406 | -1,60 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 105 | 12 |
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