Podstawowe statystyki
| Akcje instytucjonalne (długie) | 1 152 492 340 - 84,32% (ex 13D/G) - change of 88,91MM shares 8,36% MRQ |
| Wartość instytucjonalna (długa) | $ 171 533 757 USD ($1000) |
Własność instytucjonalna i akcjonariusze
PepsiCo, Inc. (GB:PEPD) posiada 3599 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 1,152,492,340 akcji. Do największych akcjonariuszy należą Vanguard Group Inc, BlackRock, Inc., Vanguard Capital Management Llc, State Street Corp, Vanguard Portfolio Management Llc, Jpmorgan Chase & Co, Geode Capital Management, Llc, Charles Schwab Investment Management Inc, Morgan Stanley, and Bank Of America Corp /de/ .
PepsiCo, Inc. (BATS-CHIXE:PEPD) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
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Load All| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Clearline Capital LP | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Amiral Gestion | 0 | -100,00 | 0 | |||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 17 054 | -1,25 | 2 648 | 132 250,00 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 1 572 | -0,88 | 244 | 7,49 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 26 799 | 2,85 | 4 244 | 11,68 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 3 275 | -11,58 | 509 | -4,33 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 9 599 | 11,58 | 1 491 | 20,75 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 35 421 | 13,77 | 5 501 | 23,10 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 13 032 | -7,37 | 2 024 | 0,20 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 4 586 | -0,69 | 712 | 7,55 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 275 249 | 0,33 | 42 743 | 8,55 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 16 269 | 2 526 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 675 130 | 3,08 | 104 843 | 11,54 | ||||
| 2026-05-15 | 13F | Siemens Fonds Invest GmbH | 49 283 | -0,72 | 7 653 | 6,96 | ||||
| 2026-02-09 | 13F | Tandem Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1 843 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 103 436 | -1,18 | 16 067 | 6,93 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 560 | -1,06 | 87 | 6,17 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 1 840 | -9,80 | 286 | -2,40 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 4 668 | 0,63 | 1 | |||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 5 796 | 324,30 | 900 | 361,54 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 9 101 | 1,96 | 1 413 | 10,30 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 9 810 | -1,97 | 1 523 | 6,06 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 1 000 | 144 | ||||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 20 613 | -1,30 | 3 201 | 6,81 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 1 364 | 0 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 7 123 | 0,74 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Candriam Luxembourg S.C.A. | 152 430 | -13,57 | 23 671 | -6,48 | ||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 31 748 | -0,26 | 4 930 | 7,92 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 1 505 | 234 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 8 119 | 7,39 | 1 261 | 16,13 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 33 191 | -1,52 | 5 154 | 6,55 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 19 509 | 1,27 | 3 030 | 9,59 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 1 456 | 226 | ||||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 4 183 | 1,01 | 650 | 7,45 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 723 | 4,63 | 112 | 13,13 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 22 590 | -4,72 | 3 508 | 3,09 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 10 417 | -2,11 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 3 455 | 6,11 | 537 | 14,78 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 5 197 | 15,77 | 807 | 25,31 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3 972 068 | -1,51 | 616 822 | 6,56 | ||||
| 2026-04-21 | 13F | Fruth Investment Management | 27 116 | -0,80 | 4 | 33,33 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 2 189 | 28,84 | 340 | 39,51 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 26 964 | 0,00 | 4 187 | 8,22 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 15 435 | 3,86 | 2 397 | 11,44 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 200 | 0,00 | 31 | 10,71 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 12 465 | 0,23 | 1 936 | 8,46 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 7 038 | -1,37 | 1 093 | 6,64 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 1 152 702 | 187,91 | 179 003 | 313 940,35 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | Put | 700 000 | 7 | |||||
| 2026-05-14 | 13F | St. Louis Trust Co | 4 351 | -22,00 | 676 | -15,62 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 23 532 | -3,20 | 3 619 | 2,03 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 19 713 | -0,22 | 3 061 | 7,97 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1 684 | -0,77 | 262 | 7,41 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 5 008 | 778 | ||||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 864 818 | 8,99 | 134 299 | 17,93 | ||||
| 2026-05-07 | 13F | Lountzis Asset Management, Llc | 38 089 | 0,11 | 5 915 | 7,23 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 41 438 | 5,41 | 6 435 | 14,04 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 239 952 | -1,12 | 37 262 | 6,99 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 3 737 | -2,86 | 580 | 5,07 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 1 492 | 232 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6 150 | -86,02 | 955 | -84,87 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 232 363 | 8,49 | 36 084 | 17,39 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 553 | -0,96 | 241 | 7,11 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2 507 | 32,09 | 389 | 43,01 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 8 666 | 1 346 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 4 741 | -31,35 | 736 | -25,73 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 1 319 | -10,21 | 205 | -2,86 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Mitchell & Pahl Private Wealth, Llc | 14 391 | 8,55 | 2 235 | 17,46 | ||||
| 2026-05-01 | 13F | Torray Llc | 135 967 | 0,22 | 21 114 | 8,44 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 4 836 | -4,24 | 751 | 3,73 | ||||
| 2026-05-11 | 13F | Westpac Banking Corp | 15 471 | -6,76 | 2 402 | 0,88 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 1 407 731 | 31,43 | 218 607 | 42,21 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 8 871 | 1 378 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 17 094 | -1,66 | 2 654 | 6,42 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 5 040 | 0,52 | 783 | 8,76 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 10 213 | -5,34 | 1 466 | -3,30 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-13 | 13F | Philadelphia Trust Co | 4 154 | 45,14 | 1 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 149 676 | -3,10 | 23 243 | 4,85 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 3 292 | 0,00 | 511 | 8,26 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 21 577 | -3,96 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 48 823 | -0,90 | 7 582 | 7,23 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 16 057 | 14,37 | 2 494 | 23,78 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 500 | -95,00 | 78 | -94,63 | ||||
| 2026-04-15 | 13F | Douglas Lane & Associates, LLC | 504 616 | 5,21 | 78 362 | 13,84 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 1 859 | 480,94 | 289 | 540,00 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 10 661 | 1 656 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 44 375 | 7,44 | 6 891 | 16,26 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 10 959 | -78,64 | 1 702 | -76,90 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 6 726 | -1,62 | 1 044 | 6,42 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 8 572 | -6,15 | 1 331 | 0,53 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 2 492 | -8,21 | 370 | -4,88 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 2 331 | -29,02 | 362 | -24,16 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 3 884 | 137,99 | 603 | 157,69 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 3 059 | 1,97 | 475 | 10,47 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 3 409 | -1,27 | 529 | 6,87 | ||||
| 2026-04-21 | 13F | Maseco Llp | 3 866 | 0,00 | 600 | 8,30 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 74 475 | 4,46 | 12 | 10,00 | ||||
| 2026-05-04 | 13F | Jlb & Associates Inc | 70 351 | 0,69 | 10 925 | 8,95 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 3 075 | -1,91 | 478 | 6,24 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 4 374 | -0,14 | 679 | 8,12 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 919 331 | 0,87 | 142 738 | 9,12 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 12 792 | -1,43 | 1 836 | 0,71 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 37 957 | -3,08 | 5 894 | 4,88 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1 264 | 0,00 | 196 | 8,29 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 5 108 | 0,02 | 793 | 8,19 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 1 909 | -3,19 | 296 | 4,59 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 4 159 | 3,74 | 646 | 12,17 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Littlejohn Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 4 086 | 4,64 | 634 | 13,21 | ||||
| 2026-04-07 | 13F | St. Louis Financial Planners Asset Management, LLC | 26 531 | 4 120 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 450 697 | 3,01 | 69 990 | 11,53 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 2 892 | -0,52 | 449 | 7,67 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 85 | 10,39 | 12 | 20,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2 917 | 2,86 | 453 | 11,33 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6 602 | 0,00 | 1 025 | 8,24 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 8 354 | -42,78 | 1 297 | -38,09 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1 507 | -14,08 | 234 | -6,77 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2 151 | -3,06 | 334 | 5,03 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 4 268 | -42,86 | 663 | -38,19 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 6 878 | 1 068 | ||||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 2 262 | -1,22 | 351 | 7,01 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 7 198 | 3,32 | 1 118 | 11,81 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 1 809 | 281 | ||||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 11 970 | 1,20 | 1 859 | 9,49 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1 850 | -7,36 | 287 | 0,35 | ||||
| 2026-05-15 | 13F | Skandinaviska Enskilda Banken AB (publ) | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 6 655 | -10,72 | 1 034 | -3,37 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 56 440 | 4,12 | 8 764 | 12,66 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 4 814 | -86,48 | 748 | -54,26 | ||||
| 2026-04-27 | 13F | Keating Investment Counselors Inc | 6 745 | -1,24 | 1 047 | 6,84 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 1 716 | 267 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 45 139 | -16,31 | 7 010 | -9,44 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 4 900 | -22,48 | 761 | -16,21 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 1 502 | -0,07 | 233 | 8,37 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 3 568 | 11,26 | 554 | 20,43 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 16 908 | -4,03 | 2 626 | 3,84 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 2 056 | -4,33 | 319 | 2,57 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 4 449 | -1,77 | 691 | 6,32 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 56 | 9 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 1 236 | -47,58 | 192 | -43,49 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 865 | 0,12 | 134 | 8,94 | ||||
| 2026-04-28 | 13F | Edmp, Inc. | 11 620 | -0,83 | 1 804 | 7,32 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 2 420 | 0,00 | 376 | 8,07 | ||||
| 2026-05-15 | 13F | Twinbeech Capital Lp | 1 331 | -76,60 | 207 | -74,75 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 565 | -8,04 | 709 | -0,56 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 39 180 | 15,75 | 6 084 | 25,06 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 1 526 | -10,29 | 237 | -4,07 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 21 534 | -3,73 | 3 344 | 4,17 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 13 347 | 84,50 | 2 073 | 99,61 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 33 448 | -4,45 | 5 194 | 3,40 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 22 984 | -0,81 | 3 569 | 7,34 | ||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 6 943 | -0,83 | 1 078 | 7,37 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 8 393 | -6,59 | 1 303 | 1,09 | ||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 489 | 0,00 | 76 | 7,14 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 10 682 | -1,01 | 1 659 | -9,84 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 47 383 | -1,01 | 7 358 | 7,12 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 6 854 | -10,87 | 1 023 | -4,39 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2 137 | -0,37 | 332 | 7,82 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 1 968 | 1,13 | 306 | 9,32 | ||||
| 2026-04-14 | 13F | Legacy Trust | 10 855 | -0,43 | 1 686 | 7,74 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 29 549 | -2,15 | 5 | 0,00 | ||||
| 2026-02-02 | 13F | Caisse Des Depots Et Consignations | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Aufman Associates Inc | 1 797 | 0,00 | 279 | 8,56 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 2 592 | 2,65 | 402 | 11,05 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 51 874 | 0,57 | 8 056 | 8,82 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 1 800 | 0,17 | 279 | 8,56 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 2 962 194 | -10,30 | 425 134 | -10,30 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 7 211 | 14,24 | 1 120 | 23,65 | ||||
| 2026-05-14 | 13F | Caxton Associates Llp | 1 722 | 267 | ||||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 99 764 | 7,74 | 15 492 | 16,58 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 313 | 3,88 | 204 | 12,15 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 11 661 | -13,24 | 1 811 | -6,17 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1 459 | 3,18 | 227 | 11,88 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 1 881 | 0,05 | 292 | 8,55 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 19 672 | -4,68 | 3 055 | 3,14 | ||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 62 105 | 0,42 | 9 644 | 8,65 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 1 532 | -15,22 | 238 | -8,49 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2 783 | -6,74 | 432 | 0,93 | ||||
| 2026-04-09 | 13F | Generali Investments, Management Co LLC | 4 689 | -23,98 | 728 | -17,74 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 9 578 | 282,20 | 1 487 | 314,21 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 70 824 | 1,97 | 10 998 | 10,33 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 1 355 | 210 | ||||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 577 | -1,13 | 245 | 7,46 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 9 040 | 82,41 | 1 404 | 97,33 | ||||
| 2026-04-15 | 13F | Avanza Fonder AB | 162 671 | 2,90 | 25 261 | 11,34 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 4 014 | 1,08 | 1 | |||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 260 235 | 36,83 | 40 412 | 48,05 | ||||
| 2026-05-15 | 13F | Voloridge Investment Management, Llc | 692 122 | 7,66 | 107 480 | 16,49 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 2 878 | 5,04 | 447 | 13,49 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 164 | -9,39 | 25 | 0,00 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 2 611 | 16,46 | 405 | 26,17 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 3 757 | 35,24 | 583 | 46,48 | ||||
| 2026-05-12 | 13F | Bey-Douglas LLC | 2 708 | 3,48 | 421 | 12,00 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 159 868 | 0,08 | 24 860 | 8,37 | ||||
| 2026-05-14 | 13F | Lighthouse Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | New York State Common Retirement Fund | 1 605 862 | -0,05 | 249 374 | 8,15 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 4 461 | 0,00 | 693 | 8,13 | ||||
| 2026-05-13 | 13F | Machina Capital S.a.s. | 36 030 | 29,96 | 5 595 | 40,65 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 5 263 | 0,02 | 817 | 8,21 | ||||
| 2026-04-24 | 13F | Optas, LLC | 5 319 | 17,68 | 826 | 27,31 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 729 | 0,00 | 113 | 8,65 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 1 998 | 0,00 | 308 | -4,95 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 1 597 | 0,00 | 248 | 7,86 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 4 515 | 5,79 | 701 | 14,54 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 3 057 | -3,53 | 475 | 4,41 | ||||
| 2026-05-08 | 13F | Searle & Co. | 45 634 | -1,08 | 7 087 | 7,02 | ||||
| 2026-05-14 | 13F | Kinneret Advisory, LLC | 47 728 | -4,25 | 7 412 | 2,56 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 11 185 | 5,34 | 1 737 | 13,99 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 2 135 | 0,14 | 332 | 7,12 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 196 102 | 20,38 | 30 453 | 30,26 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 2 657 | -4,56 | 413 | 3,26 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 022 738 | -0,91 | 158 821 | 7,22 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 140 | -37,41 | 332 | -30,11 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3 326 | -41,30 | 524 | -35,67 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 16 267 | -19,76 | 2 526 | -13,17 | ||||
| 2026-05-01 | 13F | Yacktman Asset Management Lp | 2 027 967 | -0,03 | 314 923 | 8,17 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 358 612 | 0,35 | 55 689 | 8,58 | ||||
| 2026-05-08 | 13F | Deseret Mutual Benefit Administrators | 17 359 | 63,80 | 2 696 | 77,19 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 7 727 | -4,64 | 1 200 | 3,10 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 20 472 | -4,15 | 3 179 | 3,72 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2 298 | 0,17 | 357 | 8,51 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 13 222 | 1,33 | 2 053 | 9,67 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 11 316 | -4,94 | 1 757 | 2,87 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 5 012 | -58,71 | 778 | -55,34 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 2 630 | 0,73 | 408 | 9,09 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 31 500 | 2,29 | 5 | 0,00 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 1 854 | -14,40 | 292 | -3,63 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 783 | 0,00 | 122 | 7,08 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 32 439 | 1,50 | 5 037 | 9,83 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3 725 | 10,27 | 578 | 19,42 | ||||
| 2026-04-28 | 13F | PFA Pension, Forsikringsaktieselskab | 825 702 | 0,59 | 128 223 | 8,36 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 79 662 | 2,19 | 11 546 | 5,45 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 9 439 | -4,98 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 196 102 | -0,35 | 30 453 | 7,82 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 2 116 | -0,70 | 329 | 7,54 | ||||
| 2026-05-05 | 13F | Twin Capital Management Inc | 20 323 | 2,63 | 3 156 | 11,05 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 2 372 | 0,59 | 368 | 8,88 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2 585 | -4,79 | 401 | 3,08 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12 791 | 1 986 | ||||||
| 2026-04-30 | 13F | Private Harbour Investment Management & Counsel, LLC | 14 955 | -0,55 | 2 322 | 7,60 | ||||
| 2026-05-11 | 13F | Boston Partners | 426 | 221 | ||||||
| 2026-05-07 | 13F | Prentiss Smith & Co Inc | 4 625 | 0,00 | 718 | 8,30 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3 679 | -6,86 | 571 | 0,88 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 1 667 | -5,45 | 259 | 1,98 | ||||
| 2026-04-16 | 13F | Aegon Asset Management Uk Plc | 536 542 | 9,08 | 83 419 | 18,19 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 1 652 | 0,00 | 257 | 8,02 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 7 092 | -27,07 | 1 101 | -21,08 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 1 392 | -54,07 | 216 | -50,34 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 522 | 0,00 | 81 | 9,46 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 580 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 342 | 3,01 | 53 | 12,77 | ||||
| 2026-05-12 | 13F | Tobam | 1 864 | -85,50 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 2 307 | -0,09 | 358 | 8,16 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1 023 213 | 8,59 | 158 895 | 17,50 | ||||
| 2026-01-21 | 13F | Phocas Financial Corp. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Bradyco, Inc. | 13 103 | 0,00 | 2 035 | 8,19 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 18 272 | 0,00 | 2 837 | 8,20 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 3 000 | 0,00 | 466 | 8,14 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 1 860 | 5,08 | 289 | 13,39 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 7 759 | -6,18 | 1 205 | 1,52 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 3 854 239 | -1,89 | 599 | 6,22 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 145 183 | -3,23 | 22 545 | 4,70 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 3 931 | -16,31 | 610 | -9,50 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1 400 | 0,00 | 0 | |||||
| 2026-01-16 | 13F | Morris Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 2 215 | 0,00 | 344 | 8,20 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 9 800 | -5,90 | 1 522 | 0,80 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 50 449 | -18,10 | 7 834 | -11,38 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 88 321 | 1,22 | 13 715 | 9,53 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 1 473 | 229 | ||||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 28 619 | 4 444 | ||||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 140 | 0,00 | 22 | 5,00 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 53 319 | 2,91 | 8 280 | 11,35 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 275 069 | 36,20 | 42 715 | 47,37 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 16 807 | -1,15 | 2 610 | 6,88 | ||||
| 2026-05-12 | 13F | Graham Capital Wealth Management, Llc | 1 405 | -18,79 | 218 | -12,10 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 383 115 | 9,69 | 59 494 | 18,68 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 1 933 | 14,85 | 300 | 24,48 | ||||
| 2026-05-04 | 13F | Triglav Skladi, D.o.o. | 5 554 | 51,42 | 862 | 63,88 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 383 328 | 8,31 | 59 527 | 17,19 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 6 463 | -12,19 | 1 004 | -5,02 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 173 304 | 29,54 | 27 265 | 40,96 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 19 386 | -14,40 | 3 010 | -9,31 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 48 463 | -2,26 | 7 526 | 5,75 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 26 122 | 2,92 | 4 045 | -4,85 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 4 933 | 8,39 | 766 | 17,30 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 2 431 | 9,01 | 378 | 17,81 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 19 562 | 4,34 | 3 043 | 13,12 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 2 531 | 0,00 | 393 | 8,26 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 4 040 | -2,16 | 627 | 5,91 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 2 526 | 2,89 | 392 | 11,36 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 1 941 | -51,11 | 301 | -47,47 | ||||
| 2026-05-13 | 13F | Magnetar Financial LLC | 3 209 | 503 | ||||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 60 | 0,00 | 9 | 12,50 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 1 816 | 28,89 | 282 | 39,60 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 2 723 | -3,54 | 423 | 4,20 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 234 | -17,67 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 4 634 | -46,59 | 720 | -42,25 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 19 950 | 0,00 | 3 098 | 8,21 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 2 993 | -0,43 | 465 | 7,66 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 3 331 | -7,21 | 517 | 0,39 | ||||
| 2026-05-15 | 13F | DCM Advisors, LLC | 13 596 | -0,95 | 2 111 | 7,16 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 1 470 | 1,94 | 228 | 10,68 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 396 | 27,74 | 62 | 40,91 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 2 472 | -8,92 | 382 | -9,26 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2 092 | 325 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 8 508 | -3,49 | 1 321 | 4,43 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 1 440 | 222 | ||||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 4 816 | -4,16 | 748 | 3,61 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 72 334 | 0,92 | 11 275 | 9,21 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Commons Capital, Llc | 3 511 | -7,04 | 545 | 0,55 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 27 900 | -17,76 | 4 333 | -11,01 | ||||
| 2026-05-06 | 13F | J.P. Marvel Investment Advisors, LLC | 1 832 | -2,91 | 284 | 5,19 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 9 208 | -43,73 | 1 430 | -39,14 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 49 883 | -2,02 | 7 446 | 1,92 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 8 415 | -2,19 | 1 307 | 5,83 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 272 816 | 0,00 | 39 155 | 2,19 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 3 608 | 0,00 | 560 | 8,32 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 2 364 | 18,32 | 367 | 28,32 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 17 173 | 1,97 | 2 667 | 10,30 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 7 998 | -42,27 | 1 242 | -37,53 | ||||
| 2026-02-02 | 13F | Capital Management Corp /va | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 1 614 | 251 | ||||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Flagstone Financial Management | 3 400 | 70,00 | 528 | 83,97 | ||||
| 2026-05-12 | 13F | Titan Investment Solutions Ltd | 123 995 | 19 255 | ||||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 3 004 | 466 | ||||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 4 570 | -68,43 | 710 | -65,86 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 54 586 | -8,12 | 8 477 | -0,59 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2 683 | -0,04 | 417 | 8,59 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 3 708 | 91,53 | 576 | 107,58 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 44 194 | -12,24 | 6 863 | -5,05 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 4 812 | -5,44 | 747 | 2,33 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 5 303 | 6,12 | 824 | 14,78 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 79 830 | -0,34 | 12 397 | 7,84 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 218 625 | -11,23 | 33 950 | -3,95 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1 587 | -2,94 | 245 | 4,70 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 2 731 | 9,07 | 424 | 18,11 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 3 979 | 5,04 | 618 | 12,59 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 20 628 | 1,19 | 3 212 | 9,81 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 550 120 | -8,52 | 85 428 | -1,02 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 47 800 | 56,76 | 7 423 | 69,61 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 2 854 | 30,62 | 443 | 41,53 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 11 405 | 10,04 | 1 771 | 19,10 | ||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 318 351 | 0,09 | 49 437 | 8,30 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 283 801 | 11,79 | 44 506 | 21,54 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 62 431 | 72,23 | 9 695 | 86,42 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 4 427 | 2,31 | 687 | 10,63 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 1 920 | 298 | ||||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 2 997 | 1,01 | 0 | |||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 5 333 | -0,02 | 828 | 8,24 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 3 718 | 0,60 | 580 | -7,36 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 219 322 | -0,27 | 34 058 | 7,92 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 6 390 | -0,50 | 992 | 0,30 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9 724 | -1,35 | 1 510 | 6,72 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 1 699 | 264 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3 808 | 6,46 | 546 | 8,76 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1 490 | -6,93 | 231 | 0,87 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 453 | 0,00 | 70 | 7,69 | ||||
| 2026-02-11 | 13F | Orion Investment Co | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Banque de Luxembourg S.A. | 2 583 | -0,31 | 401 | 8,09 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 382 857 | 4,88 | 59 454 | 13,48 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 1 344 | 209 | ||||||
| 2026-04-15 | 13F | Tema Etfs Llc | 25 838 | 0,52 | 4 012 | 8,76 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 17 253 | -0,59 | 2 679 | 7,59 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 43 730 | 0,09 | 6 791 | 8,29 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 6 293 | -3,67 | 977 | 4,27 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 5 097 | 0,00 | 791 | 8,21 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 21 283 701 | 0,63 | 3 305 146 | 8,88 | ||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 3 047 000 | -64,52 | 473 169 | -61,61 | |||
| 2026-04-29 | 13F | Montag A & Associates Inc | 87 470 | -0,69 | 13 583 | 6,42 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 777 | 37,52 | 121 | 48,15 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8 273 852 | 15,98 | 1 285 038 | 25,47 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Alerus Financial Na | 2 083 | 85,98 | 323 | 101,88 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 5 855 782 | -11,08 | 909 344 | -3,79 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 6 313 | 1,89 | 980 | 10,24 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 3 110 | 5,07 | 483 | 13,68 | ||||
| 2026-05-04 | 13F | Absher Wealth Management, Llc | 256 014 | 0,88 | 39 756 | 9,16 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 933 384 | -2,54 | 144 945 | 5,45 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 13 254 | 3,41 | 2 058 | 11,91 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 2 229 600 | -33,48 | 346 235 | -28,03 | |||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 678 813 | 6,09 | 105 413 | 14,23 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 610 358 | -39,76 | 94 782 | -34,82 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 6 451 | -92,49 | 1 002 | -91,95 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 5 993 | 0,00 | 931 | 8,14 | ||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-21 | 13F | Torrey Growth & Income Advisors | 3 010 | 0,00 | 468 | 8,10 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 3 623 | -0,33 | 563 | 7,87 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 5 033 176 | -12,00 | 781 602 | -4,78 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 1 567 | 243 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 463 242 | -4,08 | 66 484 | -1,98 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 639 | 1,91 | 99 | 10,00 | ||||
| 2026-05-07 | 13F | First National Trust Co | 49 712 | 2,31 | 7 720 | 10,70 | ||||
| 2026-05-13 | 13F | Alpha Family Trust | 7 600 | -20,59 | 1 180 | -14,06 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 194 605 | -6,94 | 30 220 | 0,70 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 3 543 381 | -2,39 | 550 252 | 5,62 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 2 831 | 6,47 | 440 | 15,22 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 41 918 | 0,43 | 7 | 20,00 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 56 091 | -2,29 | 8 710 | 5,73 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2 295 | 4,79 | 360 | 14,33 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 8 113 | 2,06 | 1 260 | 10,44 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4 177 | 1,98 | 649 | 10,39 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 65 836 | -3,62 | 10 224 | 4,28 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 11 901 | -1,86 | 1 708 | -1,84 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 105 | 0,00 | 16 | 6,67 | ||||
| 2026-04-21 | 13F | Olstein Capital Management, L.P. | 26 000 | -7,14 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Mh & Associates Securities Management Corp /adv | 200 | 0,00 | 31 | 10,71 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 10 302 | -3,59 | 1 600 | 4,31 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 9 383 | 1,01 | 1 457 | 9,30 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 1 545 | 0,13 | 240 | 8,14 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 6 347 | -1,01 | 986 | 7,07 | ||||
| 2026-01-22 | 13F | Cardinal Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 524 014 | 2,20 | 81 374 | 10,59 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 79 238 | 0,03 | 12 305 | 8,23 | ||||
| 2026-04-17 | 13F | Coerente Capital Management | 143 096 | 0,77 | 22 221 | 9,04 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 2 651 | 2,00 | 412 | 9,31 | ||||
| 2026-05-15 | 13F | Family Management Corp | 3 089 | -15,09 | 480 | -8,24 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 32 094 | 33,20 | 4 984 | 43,40 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 149 599 | 0,69 | 23 231 | 8,95 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 128 051 | -6,10 | 19 885 | 1,60 | ||||
| 2026-01-22 | 13F | Lee Financial Co | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Profit Investment Management, LLC | 2 011 | -12,57 | 289 | -10,84 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 34 637 | -62,17 | 5 379 | -59,07 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 2 096 | -4,68 | 325 | 3,17 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 3 931 | 2,56 | 610 | 10,91 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 176 906 | 1,65 | 27 472 | 9,98 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 2 271 | -14,85 | 353 | -7,85 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 2 189 | -22,92 | 340 | -16,71 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 6 621 | 0,00 | 950 | 2,26 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 115 841 477 | 0,24 | 17 989 023 | 8,46 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 51 903 | -1,20 | 8 060 | 6,91 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 43 434 | -2,12 | 6 745 | 5,90 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 600 | 93 | ||||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 32 798 | 4,55 | 5 093 | 12,03 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 339 289 | 5 339,94 | 52 688 | 5 786,93 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 19 007 | -4,46 | 2 952 | 3,36 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 10 485 | -3,82 | 1 628 | 4,09 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 3 504 | -4,26 | 544 | 3,62 | ||||
| 2026-05-11 | 13F | 111 Capital | 13 077 | -50,81 | 2 031 | -46,79 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 48 224 | 4,49 | 7 489 | 13,06 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 2 995 | -2,76 | 465 | 5,44 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 388 | 2,11 | 60 | 11,11 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 67 544 | 1,04 | 10 489 | 9,33 | ||||
| 2026-04-14 | 13F | Altrafin AG | 2 855 | 0,00 | 443 | 8,31 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 7 941 | -0,74 | 1 233 | 7,40 | ||||
| 2026-05-19 | 13F | Kensington Investment Counsel, LLC | 37 471 | -1,30 | 5 819 | 6,79 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 3 278 | 6,74 | 509 | 15,68 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 773 376 | 14,67 | 120 098 | 24,08 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 5 074 | 0,00 | 788 | 8,10 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 49 608 | 7 704 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 40 147 | 2,42 | 6 234 | 10,81 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 2 822 | 0,00 | 438 | 8,15 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 21 208 | 8,59 | 3 293 | 17,52 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 238 536 | 66,71 | 37 062 | 80,49 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 3 812 | 0,00 | 592 | 8,04 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 15 815 | -1,01 | 2 456 | 7,11 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 1 500 | 0,00 | 233 | 7,91 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 20 626 | -11,16 | 3 203 | -3,84 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 11 746 | 31,49 | 1 824 | 42,28 | ||||
| 2026-05-14 | 13F | Brentview Investment Management LLC | 24 884 | 5,45 | 3 864 | 14,12 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 10 052 | 2,50 | 1 561 | 10,87 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 10 110 | 7,38 | 1 570 | 16,21 | ||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 2 229 | 25,15 | 346 | 35,69 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2 444 | 0,58 | 379 | 8,91 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 5 317 | 4,01 | 826 | 12,55 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1 840 | -18,19 | 286 | -11,49 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 718 | 15,43 | 111 | 24,72 | ||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 1 923 | 0,00 | 299 | 8,36 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 35 956 | -12,67 | 5 584 | -5,50 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 2 572 | -6,91 | 399 | 0,76 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 7 904 | 0,08 | 1 227 | 8,30 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 563 | 1 240,48 | 87 | 1 350,00 | ||||
| 2026-05-15 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 36 170 | -3,25 | 5 617 | 4,68 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 10 655 | -4,40 | 1 655 | 3,44 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 3 126 | 0,00 | 485 | 8,26 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 604 611 | 54,90 | 94 | 66,07 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 8 866 | -2,15 | 1 377 | 5,85 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 3 871 | -2,57 | 601 | 5,44 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 13 492 | -1,42 | 2 087 | 6,21 | ||||
| 2026-02-17 | 13F | Raffles Associates Lp | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 1 874 | -3,35 | 291 | 3,57 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 1 300 | 202 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 254 640 | 72,91 | 192 197 | 84,54 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 7 981 | 2,16 | 1 239 | 10,53 | ||||
| 2026-04-27 | 13F | Eliot Finkel Investment Counsel, LLC | 8 220 | 0,00 | 1 276 | 8,23 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 26 432 | 0,72 | 4 105 | 6,93 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1 197 | 0,25 | 186 | 8,19 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 3 894 | -1,12 | 605 | 6,90 | ||||
| 2026-04-16 | 13F | Bright Rock Capital Management, Llc | 65 000 | 0,00 | 10 094 | 8,20 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 46 763 | 8,59 | 7 262 | 17,49 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 68 296 | -1,57 | 10 606 | 6,51 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 21 869 | -2,33 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 30 703 | 3,59 | 4 768 | 12,09 | ||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 732 192 | 2,27 | 113 702 | 10,66 | ||||
| 2026-02-17 | 13F | SummitTX Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 270 | 42 | ||||||
| 2026-05-12 | 13F | Argentarii, LLC | 5 481 | -7,10 | 851 | 0,59 | ||||
| 2026-05-04 | 13F | State Of Michigan Retirement System | 365 122 | -0,27 | 56 700 | 7,91 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 2 763 | -7,87 | 429 | -0,23 | ||||
| 2026-04-23 | 13F | Asset Planning,Inc | 688 | 0,29 | 107 | 8,16 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 10 327 | -0,81 | 1 604 | 7,30 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 11 658 | -1,01 | 1 810 | 9,90 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 33 525 | 2,10 | 5 184 | -7,40 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1 614 | 0,00 | 251 | 8,23 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 3 388 | 7,45 | 526 | 16,37 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3 017 | -1,66 | 469 | 6,36 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 11 076 | -1,63 | 1 720 | 6,44 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 29 336 | -3,28 | 4 556 | 4,64 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 1 784 | 12,34 | 277 | 21,59 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 31 227 | -10,04 | 4 849 | -3,62 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 4 489 | -65,74 | 696 | -62,98 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 197 297 | 4,69 | 30 638 | 13,28 | ||||
| 2026-04-16 | 13F | Guardian Investment Management | 3 350 | -11,38 | 520 | -3,35 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 4 515 | 0,00 | 701 | 8,35 | ||||
| 2026-04-22 | 13F | James Hambro & Partners | 1 691 | 20,18 | 263 | 30,35 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 603 209 | 31,00 | 94 | 40,91 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 18 002 | -5,23 | 2 796 | 2,53 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 8 969 | 0,00 | 1 393 | 8,16 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 103 298 | 129,56 | 16 041 | 148,39 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | Call | 19 500 | 3 028 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | Put | 21 200 | 3 292 | |||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 3 975 | 0,00 | 617 | 8,25 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 1 844 | -22,94 | 286 | -16,62 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 42 755 | -1,91 | 6 639 | 6,14 | ||||
| 2026-05-15 | 13F | Aristotle Capital Management, LLC | 24 066 | -1,63 | 3 737 | 6,44 | ||||
| 2026-04-15 | 13F | Massachusetts Wealth Management | 14 030 | 1,66 | 2 179 | 10,00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 21 942 | -21,21 | 3 407 | -15,58 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 40 537 | -0,18 | 6 | 20,00 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 415 977 | -3,07 | 64 597 | 4,88 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 2 609 | -5,33 | 405 | 2,53 | ||||
| 2026-05-11 | 13F | Davy Global Fund Management Ltd | 88 072 | 5,32 | 13 677 | 13,96 | ||||
| 2026-05-12 | 13F | Mirabella Financial Services Llp | 2 032 | -45,33 | 316 | -40,90 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 34 681 | -1,85 | 5 386 | 6,19 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 8 491 | 1,00 | 1 318 | 9,29 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 52 757 | 212,02 | 8 193 | 230,59 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 85 728 | -0,16 | 13 313 | 8,03 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 2 052 | -70,77 | 319 | -68,42 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 5 038 | 0,52 | 782 | 8,76 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2 987 | -0,30 | 464 | 7,67 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 2 512 | -1,06 | 390 | 7,14 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 62 198 | 26,21 | 9 659 | 36,55 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 9 981 | 24,19 | 1 550 | 34,35 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 184 455 | 6,44 | 28 644 | 15,17 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 1 394 | -6,13 | 217 | 1,41 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 3 121 | -12,60 | 485 | -5,47 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 4 181 | 0,43 | 649 | 7,81 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 4 820 | -12,36 | 748 | -5,20 | ||||
| 2026-04-01 | 13F | Pensionfund Sabic | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 775 | 0,00 | 120 | 8,11 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 57 705 | -4,73 | 8 961 | 89 510,00 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 1 934 | -1,02 | 300 | 7,14 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 31 070 | -8,05 | 4 825 | -0,52 | ||||
| 2026-05-05 | 13F | Reik & Co., Llc | 3 920 | 0,00 | 609 | 8,19 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 135 652 | -0,20 | 21 065 | 8,20 | ||||
| 2026-04-22 | 13F | Diamant Asset Management, Inc. | 3 586 423 | 16 146,54 | 3 586 | 13,19 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 10 432 | -1,80 | 1 620 | 6,30 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 88 483 | 9,16 | 13 741 | 18,11 | ||||
| 2026-05-15 | 13F | CastleKnight Management LP | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 5 786 | 19,03 | 899 | 29,21 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 1 778 | -9,88 | 276 | -2,47 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 2 536 | 0,04 | 394 | 8,26 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 24 865 | -1,42 | 3 861 | 6,66 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 31 968 | 4,53 | 4 964 | 13,10 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 4 473 | -48,16 | 695 | -43,94 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 70 | -7,89 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 6 144 | -0,34 | 954 | 6,59 | ||||
| 2026-04-23 | 13F | Bell Bank | 65 380 | 0,04 | 10 153 | 8,24 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 10 249 | 0,07 | 1 592 | 8,30 | ||||
| 2026-05-15 | 13F | Teucrium Investment Advisors, LLC | 6 621 | 1 028 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 515 | 0,00 | 80 | 6,76 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 35 557 | -2,35 | 5 522 | 5,67 | ||||
| 2026-04-28 | 13F | Baxter Bros Inc | 11 618 | -0,09 | 1 804 | 8,15 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 2 131 | 1,86 | 331 | 10,33 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 327 860 | -2,68 | 50 913 | 5,30 | ||||
| 2026-05-14 | 13F | Academy Capital Management Inc/tx | 4 481 | -66,73 | 696 | -64,05 | ||||
| 2026-05-13 | 13F | ISAM Funds (UK) Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 1 994 | 7,49 | 310 | 16,17 | ||||
| 2026-04-24 | 13F | ProShare Advisors LLC | 3 066 900 | -9,98 | 476 259 | -2,59 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 37 097 | 5,31 | 5 761 | 13,94 | ||||
| 2026-05-13 | 13F | Northwest & Ethical Investments L.P. | 30 947 | -48,39 | 4 809 | -44,13 | ||||
| 2026-05-08 | 13F | Miller Investment Management, LP | 4 631 | 0,00 | 719 | 8,28 | ||||
| 2026-05-18 | 13F | Tanaka Capital Management Inc | 7 095 | 140,92 | 1 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 60 332 | 3,71 | 9 369 | 12,21 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 1 814 | 1,00 | 282 | 9,34 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 5 304 | -24,52 | 824 | -18,25 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 600 | -14,29 | 93 | -7,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 034 418 | 5,28 | 160 637 | 13,91 | ||||
| 2026-04-30 | 13F | Conning Inc. | 229 287 | -1,39 | 35 606 | 6,70 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 2 425 | -6,69 | 377 | 0,80 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 541 084 | -6,31 | 84 025 | 1,38 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 5 951 | 35,22 | 924 | 46,43 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 17 | -96,60 | 3 | -97,22 | ||||
| 2026-05-14 | 13F/A | First Eagle Investment Management, LLC | 46 457 | 4,44 | 7 214 | 13,02 | ||||
| 2026-05-05 | 13F | Jensen Investment Management Inc | 81 335 | -0,81 | 12 631 | 7,32 | ||||
| 2026-06-04 | 13F/A | Chelsea Counsel Co | 1 550 | 0,00 | 241 | 7,14 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 17 646 | 1,06 | 2 740 | 8,30 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 8 912 | -33,59 | 1 383 | -28,19 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 16 105 | -0,16 | 3 | 0,00 | ||||
| 2026-05-01 | 13F | General American Investors Co Inc | 130 000 | -7,14 | 20 188 | 0,47 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 13 184 | -0,08 | 2 047 | 8,14 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 15 420 | -2,90 | 2 395 | 5,05 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 81 467 | 9,28 | 12 652 | 18,23 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 7 734 | -14,42 | 1 201 | -7,40 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 98 836 | 12,35 | 15 348 | 21,57 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 1 291 | 200 | ||||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 37 075 | -0,28 | 5 757 | 7,89 | ||||
| 2026-05-11 | 13F | Schulhoff & Co Inc | 21 834 | 0,05 | 3 391 | 8,24 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 58 930 | -3,13 | 9 | 12,50 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 4 417 | -30,54 | 686 | -24,89 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 1 679 | -5,62 | 261 | 1,96 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 58 600 | -50,38 | 9 100 | -46,32 | |||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 78 600 | 179,72 | 12 206 | 202,70 | |||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 617 | -5,66 | 96 | 2,15 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 3 605 | 6,09 | 560 | 14,78 | ||||
| 2026-05-06 | 13F | AIA Group Ltd | 51 505 | -48,65 | 7 998 | -44,44 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 1 833 | 2,40 | 285 | 10,94 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 5 865 | -24,42 | 911 | -18,24 | ||||
| 2026-04-24 | 13F | Strs Ohio | 608 963 | -4,86 | 94 566 | 2,94 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 1 359 | -55,38 | 211 | -49,40 | ||||
| 2026-04-22 | 13F | Canoe Financial LP | 65 440 | -24,12 | 10 162 | -17,90 | ||||
| 2026-02-13 | 13F | Cornercap Investment Counsel Inc | 10 917 | -1,34 | 1 567 | 0,84 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 7 373 | 30,84 | 1 145 | 41,58 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 18 272 | -4,32 | 2 622 | -2,24 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 44 507 | 2,84 | 6 859 | 14,05 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 1 451 | -9,43 | 225 | -1,75 | ||||
| 2026-02-09 | 13F | Catalyst Funds Management Pty Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 2 605 | -0,61 | 405 | 7,45 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 15 675 | -3,47 | 2 434 | 4,46 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 25 047 | 1,16 | 3 890 | 9,46 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 2 591 | -2,19 | 402 | 5,79 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 62 130 | -9,41 | 9 648 | -2,95 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 1 807 | 0,00 | 281 | 8,11 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 4 132 | 5,27 | 642 | 12,65 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 133 | -25,70 | 21 | -20,00 | ||||
| 2026-02-03 | 13F | Rnc Capital Management Llc | 418 538 | 30,62 | 60 069 | 33,49 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 4 118 | -2,07 | 639 | 5,97 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 56 906 | -4,17 | 8 837 | 3,68 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 80 398 | -10,89 | 12 485 | -3,58 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 1 680 | 1,02 | 261 | 9,24 | ||||
| 2026-05-08 | 13F | Los Angeles Capital Management Llc | 257 991 | -8,82 | 40 063 | -4,03 | ||||
| 2026-05-13 | 13F | Axq Capital, Lp | 5 878 | 913 | ||||||
| 2026-05-12 | 13F | Payden & Rygel | 73 400 | 0,00 | 11 | 10,00 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 2 471 803 | -2,61 | 383 846 | 5,37 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 4 073 | -4,10 | 632 | 3,78 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 2 324 | 0,00 | 361 | 8,11 | ||||
| 2026-05-07 | 13F | Xxi Wealth, Llc | 4 704 | -15,18 | 731 | -8,29 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 40 600 | 2,34 | 6 | 20,00 | ||||
| 2026-05-07 | 13F | Wilkins Investment Counsel Inc | 109 980 | 2,48 | 17 079 | 10,89 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 6 612 | -12,40 | 1 027 | -5,26 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 3 582 | 9,57 | 556 | 18,55 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 370 682 | -55,09 | 57 563 | -51,87 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 36 016 | -16,13 | 5 593 | -9,26 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 846 | 0,83 | 131 | 9,17 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 2 399 | -5,33 | 373 | 2,48 | ||||
| 2026-04-29 | 13F | Mirae Asset Securities (usa) Inc. | Put | 100 000 | 15 529 | |||||
| 2026-05-14 | 13F | Morton Community Bank | 25 060 | 1,58 | 3 892 | 2,66 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 5 135 | -5,14 | 797 | 2,71 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 57 607 | 5,17 | 8 946 | 13,79 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 24 673 | 1,94 | 3 831 | 10,31 | ||||
| 2026-04-01 | 13F | Neville Rodie & Shaw Inc | 35 128 | -2,59 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 371 | -68,29 | 58 | -65,87 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 7 685 | 86,17 | 1 193 | 101,52 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 94 504 | -2,66 | 14 812 | 9,79 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 4 616 | 4,08 | 717 | 12,58 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 2 201 | 2,80 | 342 | 10,00 | ||||
| 2026-04-28 | 13F | LGT Group Foundation | 385 269 | 18,30 | 59 828 | 27,44 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 6 774 | -0,13 | 1 052 | 8,02 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 6 310 | -0,79 | 980 | 7,35 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 1 449 | 0,00 | 225 | -8,91 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 6 762 | -1,44 | 1 050 | 6,71 | ||||
| 2026-05-15 | 13F | Fayez Sarofim & Co | 1 045 243 | -7,80 | 162 316 | -0,24 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 7 071 | 2,97 | 1 098 | 11,47 | ||||
| 2026-04-14 | 13F | Perpetual Ltd | 17 005 | 9,90 | 2 641 | 18,92 | ||||
| 2026-04-20 | 13F | Emprise Bank | 7 717 | -12,47 | 1 198 | -5,30 | ||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 100 290 | -1,74 | 15 574 | 5,32 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1 763 | 22,18 | 253 | 25,25 | ||||
| 2026-05-12 | 13F | Edgar Lomax Co/va | 130 085 | 420,97 | 20 201 | 463,77 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 3 161 | 8,11 | 491 | 16,95 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 11 102 | 5,28 | 1 724 | 13,88 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 159 266 | 1,04 | 25 | 9,09 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 504 | 384,62 | 0 | |||||
| 2026-04-29 | 13F | Mirae Asset Securities (usa) Inc. | 100 547 | 15 614 | ||||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 30 504 | -2,96 | 4 737 | 4,99 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 2 395 | 0,00 | 372 | 8,45 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 352 | 0,00 | 55 | 8,00 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 6 090 | -2,42 | 946 | 5,59 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 2 608 | -10,13 | 405 | -2,88 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 23 011 | -11,65 | 3 303 | -9,71 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 16 118 | 7,00 | 2 503 | 15,77 | ||||
| 2026-05-11 | 13F | a16z Perennial Management, L.P. | 1 498 | 0,00 | 233 | 8,41 | ||||
| 2026-05-01 | 13F | StonePine Asset Management Inc. | 2 385 127 | -5,57 | 370 386 | 2,17 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 5 285 | 1,58 | 821 | 9,92 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3 696 273 | 8,01 | 573 997 | 16,87 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 1 515 | -9,34 | 235 | -1,67 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 209 379 | 0,58 | 32 514 | 8,83 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 28 078 | 163,35 | 4 401 | 187,58 | ||||
| 2026-04-23 | 13F | Orca Investment Management, LLC | 3 739 | -3,51 | 581 | 4,32 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 31 154 | 4,86 | 4 838 | 13,44 | ||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 136 228 | 15,94 | 21 155 | 25,45 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 6 579 | -34,12 | 1 022 | -28,75 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 5 933 | -0,45 | 921 | 7,72 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 9 761 | 1 517 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 63 547 | 1,89 | 9 868 | 10,24 | ||||
| 2026-05-15 | 13F | Sone Capital Management, LLC | 123 824 | 131,11 | 19 229 | 150,07 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 16 903 | -2,85 | 2 625 | 5,09 | ||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 43 560 | 3,02 | 6 764 | 11,47 | ||||
| 2026-05-05 | 13F | Peninsula Asset Management Inc | 20 445 | -10,70 | 3 175 | -3,38 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 52 930 | 142,05 | 8 220 | 161,92 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 6 959 | -70,75 | 1 081 | -68,37 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7 678 | 19,08 | 1 192 | 27,62 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 2 410 | 374 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 40 488 | -13,29 | 6 287 | -6,18 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 101 | 0,00 | 14 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 56 391 | 1,68 | 8 757 | 10,01 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 2 411 | -2,70 | 0 | |||||
| 2026-04-21 | 13F | Penn Davis Mcfarland Inc | 29 133 | -0,07 | 4 524 | 8,13 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 1 571 | -22,30 | 244 | -16,21 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 17 519 | -0,45 | 2 721 | 7,72 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 2 738 | -18,78 | 425 | -12,91 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3 160 | 1,22 | 491 | 9,38 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 20 100 | 1 156,25 | 3 121 | 1 262,88 | |||
| 2026-03-31 | 13F | Sankala Group LLC | 959 | -6,26 | 146 | -15,61 |
