Podstawowe statystyki
| Właściciele instytucjonalni | 851 total, 846 long only, 1 short only, 4 long/short - change of 0,20% MRQ |
| Średnia alokacja portfela | 1.3224 % - change of 6,29% MRQ |
| Akcje instytucjonalne (długie) | 132 536 322 (ex 13D/G) - change of -0,86MM shares -1,31% MRQ |
| Wartość instytucjonalna (długa) | $ 15 497 375 USD ($1000) |
Własność instytucjonalna i akcjonariusze
iShares Trust - iShares 3-7 Year Treasury Bond ETF (MX:IEI) posiada 851 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 132,536,322 akcji. Do największych akcjonariuszy należą Jpmorgan Chase & Co, Bank Of America Corp /de/, Captrust Financial Advisors, Invesco Ltd., Financial Engines Advisors L.L.C., Envestnet Asset Management Inc, Assetmark, Inc, Fmr Llc, UBS Group AG, and Morgan Stanley .
iShares Trust - iShares 3-7 Year Treasury Bond ETF (BMV:IEI) 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
aby odblokować dane premium i eksportować do Excela 
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Midwest Trust Co | 4 718 | -3,83 | 560 | -4,44 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 15 | 2 | ||||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 1 955 | 0,41 | 232 | -0,43 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 200 | 0,00 | 24 | 0,00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 48 087 | -0,42 | 5 703 | -1,04 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 14 900 | 80,45 | 1 767 | 79,39 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4 441 | 2,90 | 527 | 2,14 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 10 898 | 105,08 | 1 293 | 103,79 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 8 303 | -0,30 | 985 | -0,81 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2 055 | 244 | ||||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 9 623 | -1,58 | 1 141 | -2,31 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 85 | 1,19 | 10 | 0,00 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 32 433 | 0,53 | 3 847 | -0,10 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 365 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Element Wealth, LLC | 3 767 | -3,31 | 447 | -4,09 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 197 | 24 | ||||||
| 2026-01-14 | 13F | Mechanics Bank Trust Department | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5 340 | 7,60 | 633 | 6,93 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 765 | -1,67 | 90 | -2,17 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 6 684 | 158,47 | 793 | 157,14 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1 566 | -12,42 | 186 | -13,15 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 119 328 | 57,64 | 14 152 | 56,65 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 455 053 | -2,38 | 53 969 | -3,00 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 37 802 | 4 483 | ||||||
| 2026-05-14 | 13F | Prudential Plc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 1 880 | 86,51 | 223 | 85,83 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 26 320 | -0,42 | 3 122 | -1,05 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 272 569 | 0,21 | 32 327 | -0,42 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 6 258 233 | 5,63 | 742 221 | 4,97 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 404 436 | 12,41 | 47 966 | 11,70 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 379 | 0,53 | 45 | 0,00 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 3 020 | 0,00 | 360 | 0,00 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 180 | 1,12 | 21 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 594 914 | 4,66 | 189 157 | 4,01 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 2 154 | 0,00 | 257 | 0,00 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 1 205 864 | 2,80 | 143 016 | 2,15 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 50 467 | 15,98 | 5 985 | 15,25 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 5 866 | -24,17 | 696 | -24,70 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 360 | 0,00 | 43 | 0,00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 89 | 0,00 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 761 | 140,06 | 90 | 143,24 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 106 | 0,95 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 57 | 0,00 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 47 889 | 5 680 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26 923 | 9,41 | 3 193 | 8,72 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 114 547 | 18,61 | 13 585 | 17,86 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 67 436 | 14,99 | 7 998 | 14,26 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 2 019 | 0,30 | 238 | -0,84 | ||||
| 2026-04-13 | 13F | JCIC Asset Management Inc. | 1 715 | 0,00 | 203 | -0,49 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 2 037 | 0,00 | 242 | -0,82 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 105 882 | 1,45 | 12 553 | 0,78 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 13 316 | 2,09 | 1 579 | 1,48 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 1 727 | 206 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3 584 | 0,82 | 425 | 0,00 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 27 478 | 3,24 | 3 259 | 2,61 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 76 784 | 25,47 | 9 107 | 24,69 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 4 858 | 151 055 | 17,17 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 44 439 | 3,63 | 5 271 | 2,99 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 3 918 | 467 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 2 866 | 4,26 | 340 | 3,35 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1 765 | 209 | ||||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 145 178 | 4,79 | 17 218 | 4,14 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 186 581 | 2,21 | 22 129 | 1,57 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 127 | 0,00 | 15 | |||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 71 338 | 9,34 | 8 461 | 8,64 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 1 923 | -91,96 | 228 | -92,01 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 2 335 | 7,75 | 276 | 6,98 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 15 102 | -1,35 | 1 792 | -1,81 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 43 720 | 3,92 | 5 185 | 3,27 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 30 843 | 3 658 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 17 267 | -3,56 | 2 048 | -4,17 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 211 176 | 2,02 | 25 045 | 1,38 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 16 744 | 1 986 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 55 545 | -1,07 | 6 629 | -1,19 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 99 493 | 21,38 | 11 800 | 20,62 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 58 168 | 184,44 | 6 899 | 182,70 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-29 | 13F | WPG Advisers, LLC | 142 | 0,00 | 17 | 0,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 241 901 | 4,87 | 28 689 | 4,21 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 675 348 | -4,64 | 80 096 | -5,24 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 290 122 | 2,23 | 35 | 6,06 | ||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 647 | 76 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 1 682 | 201 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 43 618 | -1,56 | 5 173 | -2,17 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 54 315 | -10,17 | 6 434 | -10,84 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 3 694 | -10,71 | 438 | -11,16 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 4 100 | -0,24 | 486 | -0,82 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 785 | 0,00 | 446 | 2,76 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 178 684 | 9,97 | 21 192 | 9,28 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 173 121 | 86,97 | 20 422 | 84,79 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 2 511 | 0,00 | 298 | -0,67 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 8 866 | 1,29 | 1 052 | 0,67 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 31 | 4 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8 620 | -9,58 | 1 022 | -10,04 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 7 | 0,00 | 1 | |||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 17 998 | -10,31 | 2 135 | -10,86 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 4 605 | 1,84 | 546 | 1,30 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 2 712 | -70,98 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 669 | -94,09 | 198 | -94,15 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1 049 997 | 8,62 | 124 530 | 8,13 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 6 109 | -39,23 | 729 | -39,30 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 4 274 | -91,93 | 507 | -92,00 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 42 308 | -21,93 | 5 018 | -22,42 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 2 322 | -65,58 | 275 | -65,84 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 45 426 | -3,30 | 5 388 | -3,91 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 71 517 | 17,72 | 8 482 | 16,98 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 211 | 111,00 | 25 | 127,27 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 4 237 | 0,00 | 503 | -0,59 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 8 763 | -2,35 | 1 039 | -2,99 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 111 559 | 67,05 | 13 231 | 66,00 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 240 | 169,66 | 28 | 180,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 939 394 | 18,13 | 112 117 | 17,97 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 455 | 54 | ||||||
| 2026-04-30 | 13F | Summa Corp. | 8 285 | -3,93 | 983 | -4,57 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 226 745 | 17,31 | 26 892 | 16,57 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 61 160 | -0,67 | 7 254 | -1,31 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 303 | 0,00 | 36 | -2,78 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 6 519 | 171,17 | 773 | 170,28 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 169 333 | -0,53 | 20 083 | -1,15 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 272 | 0,00 | 32 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 258 197 | 21,18 | 31 | 20,00 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 15 | 0,00 | 2 | 0,00 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 15 084 | -6,82 | 1 789 | -7,45 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 23 506 | 6,43 | 2 788 | 5,77 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 305 | 4,26 | 511 | 3,66 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 11 959 | -0,30 | 1 418 | -0,70 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 130 | 0,00 | 15 | 0,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 337 503 | 10,86 | 40 028 | 10,16 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 257 944 | 1 462,54 | 30 592 | 1 452,89 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 9 485 | 31,66 | 1 125 | 30,85 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 3 785 | 0,00 | 449 | -0,67 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 189 900 | 0,00 | 23 | 0,00 | ||||
| 2026-01-08 | 13F | American National Bank of Texas | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 8 028 | 0,00 | 952 | -0,63 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 371 059 | 3,86 | 44 008 | 3,21 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 712 | 0,00 | 84 | 0,00 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 701 | 0,00 | 83 | 0,00 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 76 132 | 58,14 | 9 029 | 57,16 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 4 391 | -11,86 | 521 | -12,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 78 290 | 13,65 | 9 285 | 12,94 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2 565 | 0,00 | 304 | -0,65 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2 759 | 54,31 | 327 | 53,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 489 387 | 65,17 | 58 062 | 64,11 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 501 | 0,00 | 59 | 0,00 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 46 362 | 262,29 | 5 498 | 260,05 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 23 758 | 7,27 | 2 818 | 6,58 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 2 538 | 12,35 | 301 | 11,90 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 68 | 0,00 | 8 | 0,00 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 21 298 | -91,59 | 2 526 | -91,65 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 128 350 | -5,18 | 15 222 | -5,78 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 4 917 | 583 | ||||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 38 501 | 1,58 | 4 566 | 0,95 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 48 530 | -3,88 | 5 756 | -4,48 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 65 399 | 3,81 | 7 760 | 2,81 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1 084 487 | 9,72 | 128 620 | 9,03 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 209 | 0,00 | 25 | 0,00 | ||||
| 2026-02-03 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 6 683 | -22,36 | 793 | -22,88 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 13 014 | -0,05 | 1 543 | -0,71 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 034 | 114,97 | 123 | 114,04 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 81 764 | 2,50 | 9 697 | 1,86 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 10 936 | -82,05 | 1 297 | -82,16 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 6 493 | 770 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Verger Capital Management LLC | 12 997 | -10,55 | 1 542 | -11,13 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 34 | 0,00 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 1 716 | 0,00 | 203 | -0,49 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1 822 | 216 | ||||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 2 468 | -36,54 | 293 | -37,07 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 719 834 | 60,98 | 85 372 | 59,97 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 7 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 4 365 | 1,75 | 518 | 0,98 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 7 072 | 7,30 | 839 | 6,62 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3 556 | 1,69 | 422 | 0,96 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 8 998 | 0,42 | 1 067 | -0,19 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 16 295 | -2,16 | 1 933 | -2,77 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 612 | 12,01 | 310 | 11,15 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 22 751 | 6,23 | 2 700 | 134 900,00 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 3 033 | 360 | ||||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 3 846 | -0,03 | 456 | -0,65 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 3 409 | -24,65 | 403 | -25,23 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 22 051 | 40,40 | 2 628 | 40,23 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1 516 | -5,31 | 180 | -6,28 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 44 061 | 2,64 | 5 226 | 1,99 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 4 324 | 0,00 | 513 | -0,78 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 35 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11 014 | -52,92 | 1 306 | -53,22 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 2 | 0,00 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 27 | 0,00 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 162 535 | 6,33 | 19 277 | 5,66 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 73 | 0,00 | 0 | |||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 13 342 | 29,25 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6 036 | -5,03 | 716 | -5,67 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 218 | 0,93 | 26 | 0,00 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 4 347 | 19,00 | 517 | 18,85 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 71 394 | 3,76 | 8 521 | 3,62 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 12 919 | 57,38 | 1 532 | 56,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 319 437 | 12,13 | 37 885 | 11,43 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 2 161 | -1,59 | 256 | -2,29 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 17 392 | 2 058 | ||||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 109 940 | -0,77 | 13 039 | -1,39 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 7 | 0,00 | 1 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 117 171 | -28,85 | 13 897 | -29,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 47 200 | 475,61 | 5 598 | 472,29 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 38 657 | 4 585 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 121 560 | 14 349 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 2 037 091 | 311,61 | 241 599 | 309,02 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 009 | -5,68 | 1 306 | -6,32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 8 700 | -88,89 | 1 032 | -88,97 | |||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 2 760 | -6,82 | 327 | -7,37 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 3 333 | -10,50 | 395 | -11,04 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 24 490 | 0,51 | 2 905 | -0,10 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 5 135 | 609 | ||||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 46 200 | 2,37 | 5 479 | 1,73 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 143 566 | -2,55 | 17 027 | -3,17 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 5 351 | -35,12 | 635 | -35,57 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 57 794 | 7,00 | 6 854 | 6,33 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 7 464 | 12,55 | 885 | 11,88 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 17 030 | 9,98 | 2 020 | 9,25 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 39 | 5 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9 501 | 71,25 | 1 127 | 70,09 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 414 | 0,00 | 49 | -2,04 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 33 809 | 4,67 | 4 010 | 3,99 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 63 154 | 167,61 | 7 | 250,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 113 025 | 0,46 | 132 004 | -0,17 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 18 028 | 0,21 | 2 138 | -0,42 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2 227 | -73,87 | 264 | -74,04 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 12 173 | -41,31 | 1 444 | -41,70 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 798 | -89,32 | 95 | -89,45 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 15 101 | -0,96 | 1 791 | -1,59 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 4 049 | 480 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 2 676 | 0,00 | 317 | -0,63 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19 496 | 2,95 | 2 312 | 2,30 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 20 341 | -3,21 | 2 412 | -3,83 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 100 612 | -4,04 | 11 933 | -4,64 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 46 229 | 16,79 | 5 483 | 16,05 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 27 020 | 3 | ||||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 5 246 | -14,08 | 622 | -14,56 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 106 867 | 13,75 | 12 625 | 12,60 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 1 943 | 0,00 | 230 | -0,43 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 206 | 24 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 44 125 | 1,91 | 5 233 | 1,28 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 16 776 | 0,22 | 1 990 | -0,40 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 14 391 | -7,42 | 1 707 | -8,03 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 125 352 | -12,38 | 14 867 | -12,93 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 3 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 16 770 | 127,27 | 1 989 | 125,91 | ||||
| 2026-05-15 | 13F | Criteria Caixa, S.a.u. | 82 000 | 0,00 | 11 734 | -0,36 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 455 | 0,00 | 54 | -1,85 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 4 623 | 0,00 | 548 | -0,54 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 115 800 | -19,66 | 13 783 | -19,88 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 535 | 63 | ||||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 182 800 | 21 680 | ||||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 62 079 | 7 362 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 4 882 | -32,51 | 579 | -32,91 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 3 892 | -2,55 | 462 | -3,15 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5 248 | 130,28 | 622 | 129,52 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 260 | 0,00 | 31 | -3,23 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 8 788 | -34,46 | 1 042 | -34,87 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 844 787 | -2,18 | 219 | -3,11 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 70 122 | -4,14 | 8 316 | -4,74 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 985 127 | 31,40 | 354 036 | 30,58 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 288 900 | 18,01 | 34 264 | 17,27 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 94 909 | 28,30 | 11 256 | 27,50 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9 632 | 6,27 | 1 142 | 5,64 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 232 | 28 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 55 | 7 | ||||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | CPR Investments Inc. | 8 843 | 19,26 | 1 049 | 18,55 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 625 | -37,50 | 74 | -37,82 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 110 902 | 0,63 | 13 153 | 0,00 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2 777 | 7,93 | 329 | 7,17 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 6 238 | -1,70 | 740 | -2,51 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 7 202 | -5,75 | 854 | -6,36 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 472 | 56 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24 896 | -61,63 | 2 953 | -61,88 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 11 358 | 0,00 | 1 347 | -0,59 | ||||
| 2026-04-20 | 13F | Dock Street Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 2 776 | 0,33 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 3 226 | -1,32 | 385 | -1,28 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 92 800 | -21,43 | 11 006 | -21,92 | ||||
| 2026-05-13 | 13F | University of Illinois Foundation | 410 500 | 48 685 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 11 896 | -16,21 | 1 411 | -16,77 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6 097 | -8,36 | 723 | -8,94 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 698 | 0,00 | 83 | -1,20 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 3 914 | -1,86 | 464 | -2,32 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 22 923 | -25,59 | 2 719 | -26,06 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 10 675 | 10,35 | 1 266 | 9,71 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 46 | 5 | ||||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 3 878 | 0,00 | 460 | -0,65 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 352 425 | 9,84 | 397 598 | 9,15 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 36 072 | 12,97 | 4 278 | 12,28 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5 538 | 95,28 | 654 | 93,49 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 2 318 980 | -13,46 | 275 031 | -14,01 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 132 084 | 5,26 | 15 665 | 4,61 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 412 543 | 3,21 | 48 928 | 2,56 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 19 495 | 24,38 | 2 312 | 23,64 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 2 509 | -75,34 | 298 | -75,54 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 18 160 | 9,00 | 2 154 | 8,30 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 225 | 0,00 | 27 | 0,00 | ||||
| 2026-05-11 | 13F | Commerce Bank | 13 954 | 7,64 | 1 655 | 6,92 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 111 002 | 22,00 | 13 165 | 21,23 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 4 139 | 0,00 | 491 | -0,61 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 22 422 | -18,51 | 2 659 | -19,03 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 38 463 | 4 562 | ||||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2 515 | 0,24 | 298 | -0,33 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 27 152 | 1,95 | 3 220 | 1,35 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 93 201 | 11,35 | 11 054 | 10,65 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 133 | 0,00 | 16 | 0,00 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1 719 | 0,06 | 204 | -0,49 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 93 105 | 293,66 | 11 042 | 291,28 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 7 410 | 7,08 | 879 | 6,42 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 144 242 | -4,19 | 17 107 | -4,79 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 127 196 | -78,60 | 15 085 | -78,73 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 22 300 | -6,30 | 2 645 | -6,90 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1 713 | 0,00 | 203 | -0,49 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2 155 | 23,50 | 256 | 22,60 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 7 632 | -4,38 | 905 | -4,94 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2 125 | -45,93 | 252 | -46,27 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 1 993 | 0,00 | 236 | -0,42 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 2 387 | 283 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 14 101 | 33,72 | 1 672 | 32,91 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 101 966 | 0,25 | 12 093 | -0,38 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 70 318 | -4,19 | 8 340 | -4,80 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 1 898 | -13,25 | 225 | -13,79 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 127 | 15 | ||||||
| 2026-04-27 | 13F | Flagstone Financial Management | 2 042 | 0,00 | 242 | -0,41 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 2 949 | 0,00 | 350 | -0,57 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 214 | 25 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10 766 | -10,48 | 1 277 | -11,08 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1 734 | 3,09 | 206 | 2,50 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3 485 | 59,42 | 413 | 58,85 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 4 360 | 0,00 | 517 | -0,58 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 140 465 | -12,32 | 16 659 | -12,88 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3 099 | 0,00 | 366 | -0,81 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 227 262 | 54,51 | 27 | 52,94 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 4 071 | -29,52 | 483 | -30,04 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 2 197 | -3,89 | 261 | -4,41 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 410 840 | -0,73 | 48 726 | -1,35 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 1 410 | -22,70 | 167 | -23,04 | ||||
| 2026-05-15 | 13F | EFG International AG | 33 025 | 27,60 | 3 917 | 26,81 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 204 | -50,49 | 24 | -51,02 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2 536 | -60,88 | 301 | -61,19 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 11 650 | -1,90 | 1 382 | -2,54 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 7 591 | 0,60 | 900 | 0,00 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4 941 | -45,53 | 586 | -45,84 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 196 711 | 6,73 | 23 330 | 6,06 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 4 500 | 0,00 | 534 | -0,74 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 1 873 | 222 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 90 | 0,00 | 11 | 0,00 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 2 333 | -82,86 | 277 | -83,00 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 110 420 | -29,36 | 13 096 | -29,81 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 51 067 | 599,16 | 6 057 | 595,29 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 135 | 0,00 | 16 | 0,00 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2 589 | 307 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2 923 | 62,21 | 347 | 60,93 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 22 697 | -43,13 | 2 692 | -43,50 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 15 903 | 29,18 | 1 886 | 28,39 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 3 238 | 0,00 | 384 | -0,52 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 3 553 | 65,56 | 421 | 64,45 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 180 491 | 5,61 | 21 406 | 4,94 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 12 102 | -8,47 | 1 435 | -9,06 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 222 267 | 27,55 | 26 361 | 26,74 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 10 720 | 0,13 | 1 271 | -0,47 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 231 359 | 27 439 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2 349 | 11,38 | 279 | 10,76 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 152 305 | 2,71 | 255 263 | 2,07 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 173 | 0,00 | 21 | 0,00 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 19 | 5,56 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 11 145 | -4,98 | 1 322 | -5,58 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 11 217 | 25,81 | 1 330 | 25,00 | ||||
| 2026-05-15 | 13F | Family Management Corp | 226 | 0,00 | 27 | 0,00 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 26 768 | 41,85 | 3 175 | 40,94 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 3 649 | 0,00 | 433 | -0,69 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 118 871 | 142,79 | 14 098 | 141,28 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Clarity Financial LLC | 920 520 | -32,23 | 109 174 | -32,65 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 92 663 | 90,61 | 10 990 | 89,40 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 639 390 | 3,99 | 75 832 | 3,34 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 8 502 | 1 008 | ||||||
| 2026-04-21 | 13F | Parker Financial LLC | 7 647 | -5,64 | 907 | -6,31 | ||||
| 2026-05-05 | 13F | PFG Advisors | 148 034 | 193,04 | 17 557 | 191,19 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 7 751 | -1,36 | 919 | -1,92 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2 441 | 2,18 | 290 | 1,40 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2 403 767 | 10,47 | 285 087 | 9,77 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 13 049 | 19,23 | 1 548 | 18,45 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 2 000 | 237 | ||||||
| 2026-05-06 | 13F | CNB Bank | 1 113 | 0,00 | 132 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 3 713 | 4,83 | 440 | 4,27 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4 114 | 6,72 | 488 | 5,87 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 27 492 | 129,73 | 3 261 | 128,29 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 44 654 | 1,89 | 5 296 | 1,24 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 10 034 | -41,91 | 1 190 | -42,26 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 3 078 | 0,00 | 365 | -0,54 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 108 | 0,00 | 13 | 0,00 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 7 381 | 4,24 | 875 | 3,55 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 25 015 | 108,01 | 2 967 | 106,69 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2 323 | 0,00 | 276 | -0,72 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 17 648 | -5,45 | 2 093 | -6,02 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 81 | 0,00 | 10 | 0,00 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 341 421 | 3,94 | 40 493 | 3,29 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1 713 | 34,25 | 0 | |||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 7 697 | 18,52 | 913 | 17,68 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4 786 | 37,10 | 568 | 36,30 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 1 277 | -69,12 | 151 | -69,37 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 107 400 | 0,00 | 12 738 | -0,63 | |||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 37 415 | -0,79 | 4 437 | -1,40 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 52 086 | 6 177 | ||||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 23 928 | 5,75 | 2 834 | 4,73 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2 108 | -1,03 | 250 | -1,57 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 29 165 | 0,03 | 3 459 | -0,57 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 2 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1 503 | 132,30 | 178 | 131,17 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 3 880 | -7,09 | 460 | -7,63 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1 578 | 0,00 | 187 | -0,53 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 2 315 | -79,28 | 275 | -79,44 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 4 231 532 | -1,31 | 501 860 | -1,94 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 63 006 | 24,11 | 7 473 | 23,32 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 20 964 | 1,23 | 2 486 | 0,61 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 44 079 | -19,80 | 5 228 | -20,31 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 19 409 | 22,94 | 2 302 | 22,13 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 61 023 | 11,75 | 7 237 | 11,05 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 21 758 | 9,79 | 2 580 | 9,09 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 113 | 22,92 | 251 | 21,95 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 279 159 | 2,95 | 33 108 | 2,30 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 15 569 | 6,32 | 1 847 | 5,72 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 2 135 | 0,00 | 253 | -0,39 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 779 | -19,02 | 92 | -19,30 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 7 847 | 9,20 | 931 | 8,52 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 7 370 | 0,08 | 874 | -0,46 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 28 205 | -65,11 | 3 344 | -65,33 | ||||
| 2026-04-13 | 13F | Arwa Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1 980 | 233 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 2 263 | -6,83 | 268 | -7,27 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 27 697 | -8,99 | 3 285 | -9,58 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 180 904 | -33,19 | 18 192 | -43,79 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 129 560 | 12,92 | 15 366 | 12,21 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 475 868 | -15,41 | 56 438 | -15,94 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | F/M Investments LLC | 7 610 | 0,00 | 903 | -0,66 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 39 109 | 13,07 | 4 638 | 12,35 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 42 345 | -23,34 | 5 022 | -23,83 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 310 | 0,00 | 37 | 0,00 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 102 | 0,00 | 12 | 0,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 20 590 | 7,77 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6 591 | 1,01 | 782 | 0,39 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 52 591 | 2,76 | 6 237 | 2,13 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 855 064 | 2,54 | 338 611 | 1,90 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 18 076 | 13 698,47 | 2 144 | 14 186,67 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 3 535 | 0,08 | 419 | -0,48 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9 014 | 7,94 | 1 069 | 7,33 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 204 | 0,00 | 24 | 0,00 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 10 169 | 1 206 | ||||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 3 060 | -0,13 | 363 | -0,82 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3 146 974 | 259,58 | 373 231 | 257,32 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 438 | -0,68 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 17 475 | -5,03 | 2 073 | -5,65 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-15 | 13F | Imprint Wealth LLC | 9 | 0,00 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 407 193 | 2,66 | 48 293 | 2,02 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3 710 | -25,23 | 440 | -25,68 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 91 | 0,00 | 11 | 0,00 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 163 298 | 2,37 | 19 367 | 1,73 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1 610 | -96,55 | 191 | -96,57 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 88 | 0,00 | 10 | 0,00 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 1 256 | 149 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 96 821 | 12,20 | 11 483 | 11,50 | ||||
| 2026-04-24 | 13F | School Employees Retirement Board Of Ohio | 210 715 | 0,00 | 24 991 | -0,63 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 179 | 0,00 | 21 | 0,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 192 693 | 3,29 | 22 853 | 2,65 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 32 025 | 6,46 | 3 798 | 5,79 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 9 615 | 5,71 | 1 140 | 5,07 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 237 478 | 7,49 | 28 165 | 6,81 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 20 314 | 33,53 | 2 409 | 32,73 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 51 428 | 13,52 | 6 099 | 12,80 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 33 712 | -3,84 | 3 998 | -4,45 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 272 | 64,85 | 32 | 68,42 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 28 738 | 1 159,33 | 3 408 | 1 152,94 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4 320 | -4,09 | 512 | -4,66 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1 596 822 | 7,87 | 189 383 | 7,19 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 37 782 | 5,81 | 4 481 | 5,14 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 22 363 | 546,70 | 2 652 | 543,69 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 18 817 986 | 6,35 | 2 228 614 | 5,53 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 273 | 32 | ||||||
| 2026-04-20 | 13F | TFB Advisors LLC | 9 243 | -30,68 | 1 096 | -31,11 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1 719 | 204 | ||||||
| 2026-01-30 | 13F | BancorpSouth Bank | 4 858 | 0,00 | 580 | -0,17 | ||||
| 2026-04-21 | 13F | Value Partners Investments Inc. | 2 605 | 0,00 | 309 | -0,96 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 11 483 | 1 362 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 650 | 0,00 | 78 | 0,00 | ||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 272 300 | 7,78 | 32 295 | 7,10 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 599 | 26,53 | 308 | 25,71 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 88 | 0,00 | ||||||
| 2026-04-13 | 13F | Invariant Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 33 755 | -4,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 345 | 871 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 96 737 | -26,46 | 11 422 | -27,26 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 3 746 | -29,49 | 444 | -29,97 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9 242 672 | 39,73 | 1 096 181 | 38,85 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 3 699 | 439 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 121 | 10,75 | 2 031 | 10,09 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 133 | 0,00 | 16 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31 979 | -25,13 | 3 793 | -25,60 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 253 | -25,46 | 149 | -26,00 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 3 013 | 0,00 | 357 | -0,56 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 11 638 | -5,84 | 1 380 | -6,44 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 447 982 | 8,46 | 53 131 | 7,78 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 117 929 | -21,08 | 13 986 | -21,58 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 14 589 | 0,21 | 1 730 | -0,40 | ||||
| 2026-04-07 | 13F | Eastern Bank | 870 | -17,30 | 103 | -17,60 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 7 938 | -22,50 | 937 | -23,45 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 42 887 | -12,27 | 5 086 | -12,82 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 12 008 | -22,36 | 1 424 | -22,94 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 171 | 0,00 | 20 | 0,00 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 3 244 | 8,10 | 385 | 7,26 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 344 980 | -16,88 | 159 515 | -17,40 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 2 917 | 37,08 | 346 | 36,36 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 1 920 | 0,10 | 228 | -0,44 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 31 419 | 5,64 | 3 726 | 4,99 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 76 419 | 3,49 | 9 063 | 2,84 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 1 761 | 2,26 | 209 | 1,46 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 5 487 | 8,93 | 651 | 8,15 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 71 648 | 85,45 | 8 497 | 84,28 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 200 | 0,00 | 24 | 0,00 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 13 367 | -2,30 | 1 585 | -2,88 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 2 561 | 2,77 | 304 | 2,02 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 5 322 | 0,00 | 631 | -0,63 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 2 300 | 273 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 643 404 | -0,12 | 76 308 | -0,75 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 27 358 | 49,44 | 3 245 | 162 150,00 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 181 | 311,36 | 21 | 320,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6 | 0,00 | 1 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 37 520 | -60,67 | 4 450 | -60,92 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4 140 | 491 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 4 279 | 0,59 | 508 | 0,00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 568 | 31,99 | 186 | 31,91 | ||||
| 2026-05-15 | 13F | Markin Asset Management, LP | 24 677 | -11,21 | 2 927 | -11,76 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 21 996 | 3,78 | 2 609 | 3,12 | ||||
| 2026-04-29 | 13F | Koa Wealth Management, LLC | 8 056 | -5,11 | 955 | -5,73 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3 811 | -33,49 | 452 | -33,97 | ||||
| 2026-04-02 | 13F | Marex Group plc | 4 346 | -4,25 | 513 | -2,10 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Ridgepath Capital Management LLC | 59 589 | -24,77 | 7 067 | -25,34 | ||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 74 906 | -44,95 | 8 884 | -45,29 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3 422 | 1,42 | 406 | 0,75 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 3 704 | 0,00 | 442 | 0,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 357 | 42 | -17,65 | |||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 18 225 | 0,00 | 2 161 | -0,64 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 86 | 0,00 | 10 | 0,00 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 3 665 | 0,00 | 435 | -0,69 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 708 | 84 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 33 938 | 31,08 | 4 025 | 30,26 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 2 924 | 347 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 583 | 0,69 | 69 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20 972 | 16,24 | 2 487 | 15,51 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 43 039 | 4,07 | 5 104 | 3,42 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 299 887 | 5,59 | 35 567 | 4,93 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 22 732 | 1,47 | 2 696 | 0,86 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 27 380 | 2,10 | 3 247 | 1,47 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 82 863 | -2,01 | 9 828 | -2,63 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 8 256 | -0,18 | 979 | -0,81 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wit, Llc | 2 263 922 | 8,37 | 268 501 | 7,69 | ||||
| 2026-05-05 | 13F | Altman Advisors, Inc. | 63 586 | 7 541 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 5 543 | -7,52 | 657 | -8,11 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Portfolio Design Labs, LLC | 91 782 | 37,87 | 10 885 | 37,00 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 24 614 | 24,71 | 2 919 | 23,95 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 9 208 | -5,27 | 1 092 | -5,86 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 16 674 | -11,14 | 1 977 | -11,70 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 7 020 | -2,86 | 836 | -3,13 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 23 156 | 1,09 | 2 746 | 0,48 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 61 077 | -0,56 | 7 244 | -1,19 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 7 392 | -9,81 | 877 | -10,43 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 26 997 | 88,76 | 3 202 | 87,63 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 3 583 | 3,79 | 428 | 3,64 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 116 049 | 5,57 | 13 763 | 4,91 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 24 567 | -8,35 | 2 914 | -8,94 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 1 829 | -2,45 | 217 | -3,14 | ||||
| 2026-04-30 | 13F | Conning Inc. | 19 236 | 0,00 | 2 281 | -0,61 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 125 | -80,97 | 15 | -82,05 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 3 733 | 1,94 | 442 | 1,14 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 4 147 | -27,42 | 492 | -27,90 | ||||
| 2026-05-05 | 13F | Mirabaud & Cie SA | 188 618 | 2,26 | 22 370 | 1,62 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 9 690 | 0,57 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 3 391 | -55,07 | 402 | -55,33 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 49 719 | -0,40 | 5 897 | -1,02 | ||||
| 2026-04-14 | 13F | BayBridge Capital Group, LLC | 15 834 | 0,00 | 1 890 | 0,00 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 1 470 | 0,00 | 174 | -0,57 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 102 356 | -0,15 | 12 139 | -0,78 | ||||
| 2026-04-23 | 13F | American National Bank | 141 | 0,00 | 17 | 0,00 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 5 740 | 2,78 | 681 | 2,10 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 41 240 | -6,88 | 4 891 | -7,46 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 2 701 | 320 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 4 292 100 | 0,00 | 509 043 | -0,63 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 152 | 0,00 | 18 | 0,00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 7 808 | 0,58 | 922 | -0,43 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 45 303 | 9,23 | 5 373 | 8,55 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 218 | 10 800,00 | 26 | |||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 587 | -59,55 | 70 | -60,12 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | Call | 2 000 | 0,00 | 1 | -50,00 | |||
| 2026-05-13 | 13F | Cetera Investment Advisers | 897 314 | 12,05 | 106 421 | 11,35 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 15 165 | -1,15 | 1 799 | -1,80 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 28 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 360 | 35,24 | 282 | 35,10 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 26 619 | 3 157 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 128 375 | -0,01 | 15 225 | -0,64 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 816 | -30,61 | 97 | -31,43 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 886 | 0,00 | 105 | -0,95 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 3 579 | 0,00 | 424 | -0,70 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 16 001 | -6,41 | 1 898 | -7,01 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 7 948 | 949 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 6 881 | -2,45 | 816 | -2,97 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 5 336 | 189,06 | 631 | 186,82 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 45 | 0,00 | ||||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 17 192 | 4,23 | 2 039 | 3,56 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 108 266 | -70,01 | 12 840 | -70,20 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 17 109 | 30,89 | 2 029 | 30,06 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 4 814 | 63,35 | 571 | 62,39 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 7 800 | -80,90 | 925 | -81,03 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5 826 | -0,09 | 691 | -0,72 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 40 974 | 343,35 | 4 859 | 340,93 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 94 147 | 5,87 | 11 166 | 5,20 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 64 980 | 19,47 | 7 707 | 18,72 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 9 899 | 22,06 | 1 175 | 21,41 | ||||
| 2026-01-05 | 13F | City Center Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 3 250 | 0,00 | 385 | -0,52 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 59 473 | 13,53 | 7 054 | 12,81 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 118 | -41,00 | 14 | 0,00 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 45 170 | 5 391 | ||||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 14 320 | 82,07 | 1 698 | 81,02 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 7 112 | 120,94 | 843 | 119,53 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 96 | 0,00 | 11 | 0,00 | ||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 67 075 | 5,10 | 7 955 | 4,45 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 68 855 | 10,25 | 8 166 | 9,55 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 2 466 | -16,07 | 292 | -16,57 | ||||
| 2026-05-12 | 13F | Bnp Paribas | 21 565 | 11,94 | 2 558 | 11,22 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 33 965 | -6,73 | 4 028 | -7,30 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 3 367 | -82,03 | 399 | -82,16 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 2 626 | 0,00 | 311 | -0,64 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 390 414 | 54,22 | 46 303 | 53,25 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 9 066 | 0,07 | 1 075 | -0,56 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 735 908 | 11,47 | 324 479 | 10,77 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 4 541 | 0,00 | 539 | -0,55 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 2 615 | 1,28 | 310 | 0,65 | ||||
| 2026-04-20 | 13F | Emprise Bank | 8 490 | 0,00 | 1 007 | -0,69 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 846 | 72,30 | 100 | 72,41 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 86 822 | -63,99 | 10 297 | -64,22 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 1 610 | 0,00 | 191 | -1,04 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 47 485 | -4,97 | 5 627 | -5,62 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 39 048 | -4,54 | 4 631 | -5,12 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 29 872 | 2,60 | 3 543 | 1,96 | ||||
| 2026-02-17 | 13F | Adams Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 8 997 | -17,66 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2 148 | 6,65 | 255 | 5,83 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 38 636 | 20,76 | 4 582 | 20,01 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 845 738 | 4,39 | 337 219 | 3,69 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 12 735 | 2,08 | 1 510 | 1,48 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 349 025 | -18,99 | 41 394 | -19,50 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 5 856 | -50,50 | 695 | -50,85 | ||||
| 2026-05-14 | 13F | Hudson Portfolio Management LLC | 8 331 | 0,00 | 988 | -0,60 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 343 | 0,00 | 41 | 0,00 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 145 646 | 3,88 | 17 274 | 3,23 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 125 466 | -0,14 | 14 880 | -0,77 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 2 995 | 0,00 | 355 | -0,56 | ||||
| 2026-01-28 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 8 084 | 1,09 | 959 | 0,42 | ||||
| 2026-02-03 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | E&G Advisors, LP | 13 437 | 0,00 | 1 594 | -0,62 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 9 557 | 81,38 | 1 133 | 80,25 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 2 950 | -4,78 | 350 | -5,42 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 56 | 7 | ||||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 3 028 | -3,47 | 359 | -4,01 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 1 085 040 | -7,30 | 128 686 | -7,88 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 3 888 | -33,20 | 0 | |||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 2 924 | -40,58 | 347 | -41,06 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 81 000 | -22,86 | 9 607 | -23,34 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 9 100 | 1 079 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6 063 | 719 | ||||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 8 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Quest Partners LLC | 403 902 | 644,31 | 48 206 | 643,33 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 5 071 | -6,44 | 601 | -6,97 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 96 832 | 12,63 | 11 484 | 11,93 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 7 971 | -0,26 | 945 | -1,05 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 2 731 | -47,93 | 324 | -48,32 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 19 260 | 238,85 | 2 284 | 236,87 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 2 286 | -0,74 | 271 | -1,09 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 4 918 | 583 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 370 001 | 0,00 | 43 882 | -0,63 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 5 340 | -5,13 | 633 | -5,66 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 2 718 | -8,91 | 322 | -9,55 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 357 210 | 24,63 | 42 365 | 23,85 | ||||
| 2026-05-15 | 13F | SummitTX Capital, L.P. | 62 958 | 0,30 | 7 467 | -0,33 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 78 171 | -3,18 | 9 271 | -3,78 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 057 | 75,09 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 196 652 | 3,42 | 23 323 | 2,76 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 93 | 1 062,50 | 11 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 64 619 | -30,01 | 7 664 | 69 563,64 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 42 774 | -11,03 | 5 073 | -11,59 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 8 025 | 0,39 | 958 | 0,21 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 48 680 | -3,96 | 5 773 | -4,56 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 704 | 0,00 | 83 | -1,19 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 92 792 | 11 | ||||||
| 2026-05-05 | 13F | Mariner Investment Group Llc | 7 638 | 906 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 216 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 11 862 | 0,00 | 1 407 | -0,64 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1 | 0 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 41 421 | 39,23 | 4 913 | 38,37 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 57 761 | 14,42 | 6 850 | 13,69 | ||||
| 2026-05-04 | 13F | King Wealth | 2 006 | -1,67 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 21 894 | -3,05 | 2 597 | -3,67 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 50 215 | -11,28 | 5 955 | -11,84 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3 274 | -12,83 | 388 | -13,59 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 31 379 | -0,14 | 3 722 | -0,77 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 315 584 | -3,68 | 37 428 | -4,29 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 250 | 0,00 | 30 | 0,00 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 126 530 | 19,24 | 15 006 | 18,49 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | Put | 1 703 | 202 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 10 310 | 2,73 | 1 218 | 1,75 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 26 199 | -0,18 | 3 107 | -0,80 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 4 205 | -61,92 | 499 | -62,19 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2 730 | 0,40 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 329 | 411,15 | 158 | 406,45 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 127 | 0,00 | 15 | 0,00 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 1 809 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3 835 777 | -0,99 | 454 923 | -1,61 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 83 937 | 1,75 | 9 955 | 1,11 | ||||
| 2026-03-31 | 13F/A | Barclays Plc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 5 308 | 0,00 | 630 | -0,63 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2 400 | 1,48 | 285 | 0,71 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 6 407 | -42,28 | 760 | -42,67 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2 161 | 256 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 24 203 | 4,64 | 2 870 | 3,99 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 88 670 | -25,06 | 10 516 | -25,52 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 307 | 0,00 | 36 | 0,00 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 2 712 | 5,69 | 322 | 4,90 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Blue Line Capital, LLC / IL | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 5 736 | 1,92 | 680 | 1,34 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 69 805 | 34,09 | 8 331 | 33,92 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 61 758 | -2,09 | 7 324 | -2,71 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 11 268 | -88,63 | 1 336 | -88,70 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 3 524 | 0,57 | 418 | -0,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 77 849 | 235,27 | 9 233 | 233,16 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 2 128 | 1,43 | 252 | 0,40 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 117 | -91,67 | 14 | -92,22 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 11 800 | 15,75 | 1 397 | 14,70 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 73 563 | 12,74 | 8 725 | 12,03 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 21 006 | 2 491 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1 176 837 | -5,59 | 139 573 | -6,19 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 23 170 | 22,85 | 2 748 | 22,09 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 2 011 | 0,00 | 240 | 0,00 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 3 094 | -0,16 | 367 | -0,81 | ||||
| 2026-04-10 | 13F | Novem Group | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 84 937 | 6,00 | 10 074 | 5,33 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 62 074 | -3,06 | 7 362 | -3,68 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1 968 957 | 0,73 | 233 518 | 0,10 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 451 719 | 118,36 | 53 574 | 116,98 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 21 420 | -3,25 | 2 540 | -3,86 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 99 | 0,00 | 12 | 0,00 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 1 810 | -37,26 | 215 | -37,79 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 24 | 0,00 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 137 565 | 2,34 | 16 315 | 1,70 | ||||
| 2026-05-13 | 13F | West Chester Capital Advisors, Inc | 120 458 | -7,13 | 14 286 | -7,72 | ||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Boltwood Capital Management | 98 073 | -0,21 | 11 631 | -0,84 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 9 892 | -1,51 | 1 173 | -2,09 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 94 670 | 5 139,07 | 11 228 | 5 121,86 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 32 | 0,00 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 6 362 | 80,12 | 755 | 79,10 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 2 096 | 0,00 | 249 | -0,80 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 26 952 | 4,57 | 3 196 | 3,90 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13 824 | -2,54 | 1 640 | -3,13 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 4 188 | 0,00 | 497 | -0,60 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1 762 | 210 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6 212 | 737 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 100 256 | -4,62 | 11 890 | -5,21 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 37 408 | 0,69 | 4 437 | 0,07 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 11 414 | -16,43 | 1 354 | -16,99 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 20 000 | 0,00 | 2 372 | -0,63 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 55 | 0,00 | 7 | 0,00 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 25 872 | 5,47 | 3 068 | 4,82 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 76 706 | 7,62 | 9 097 | 6,95 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 137 157 | 1,84 | 16 267 | 1,19 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 62 024 | 30,94 | 7 356 | 30,13 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 250 | 30 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 593 | 0,85 | 70 | 0,00 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 13 254 | 0,00 | 1 572 | -0,25 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 7 336 | -0,39 | 870 | -1,14 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 747 310 | -0,21 | 88 631 | -0,84 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 1 742 | 0,00 | 207 | -0,48 | ||||
| 2026-04-21 | 13F | Maseco Llp | 5 328 | 1 706,10 | 632 | 1 702,86 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 8 | -38,46 | 1 | -100,00 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 10 950 | -25,44 | 1 299 | -25,91 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 1 748 | -29,63 | 207 | -30,07 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 529 872 | 10,26 | 62 515 | 8,73 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 39 564 | 161,87 | 4 692 | 160,23 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2 314 | 275 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 374 | -21,58 | 163 | -22,49 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 3 954 | 469 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 38 376 | -13,68 | 4 551 | -14,21 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 487 319 | 3,99 | 57 796 | 3,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 120 560 | -3,40 | 14 298 | -3,99 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Ndwm Llc | 3 765 | 0,19 | 446 | -0,45 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 6 862 | -0,58 | 814 | -1,22 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 7 500 | 0,00 | 890 | -0,67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 610 | 69,44 | 72 | 71,43 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 55 270 | 1,68 | 6 555 | 1,05 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 31 379 | 109,91 | 3 722 | 108,58 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 7 346 | -24,27 | 871 | -24,72 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 309 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 4 295 | 0,00 | 509 | -0,59 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 988 | 0,00 | 117 | -0,85 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 849 | 0,00 | 101 | -0,99 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 6 206 | 3,73 | 736 | 3,08 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 3 852 | 0,00 | 457 | -0,65 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 7 223 | 857 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 29 | 0,00 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 830 | 2,34 | 98 | 2,08 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 46 197 | -0,14 | 5 479 | -0,78 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 3 145 | -3,08 | 373 | -3,88 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 3 788 | -18,50 | 449 | -18,95 | ||||
| 2026-05-04 | 13F | Studio Investment Management Llc | 1 837 | 0,00 | 219 | 0,00 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 5 419 | 37,43 | 643 | 36,60 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 451 | 53 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 42 861 | 48,67 | 5 116 | 48,48 | ||||
| 2026-05-15 | 13F | Obsido Oy | 3 517 | 0,00 | 417 | -0,48 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 20 081 | 0,00 | 2 382 | -0,63 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 2 175 | -74,13 | 258 | -74,38 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 19 992 | -3,14 | 2 371 | -3,74 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 3 556 | -12,67 | 421 | -13,20 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 615 718 | 3,01 | 73 024 | 2,36 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 1 760 | 209 | ||||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 3 922 | -0,18 | 465 | -0,64 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 9 753 | -0,86 | 1 157 | -1,53 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 7 795 | 0,40 | 924 | -0,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 66 000 | 245,55 | 7 828 | 243,44 | |||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 35 556 | -3,60 | 4 217 | -4,20 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 702 | 83 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 13 900 | -15,34 | 1 649 | -15,88 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 1 800 | -89,83 | 213 | -89,91 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 256 392 | 30 408 | ||||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 32 477 | -3,15 | 3 852 | -3,75 | ||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 49 973 | 12,80 | 5 927 | 12,15 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 22 621 | -13,12 | 2 683 | -13,68 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 225 998 | 2,04 | 26 803 | 1,40 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 1 716 | -58,20 | 204 | -58,49 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 81 600 | 180,41 | 9 678 | 178,64 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 7 400 | 878 | |||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 8 121 | 2,51 | 963 | 1,90 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 27 115 | -10,67 | 3 207 | -11,58 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 27 841 | 3,31 | 3 302 | 2,64 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 25 226 | 46,48 | 2 992 | 45,55 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 741 | 1,37 | 88 | 0,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 683 | 16,16 | 81 | 15,71 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 1 760 | 0,00 | 209 | -0,95 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 048 | 0,00 | 124 | -0,80 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 18 033 | 16,80 | 2 139 | 16,07 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 6 568 | 0,92 | 779 | 0,26 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 477 | 0,00 | 57 | 0,00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 238 | 0,00 | 28 | 0,00 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 776 | 882,28 | 92 | 922,22 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 14 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1 965 | 233 | ||||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 34 898 | -1,70 | 4 139 | -2,34 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11 829 | 0,07 | 1 403 | -0,43 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 20 333 | 4,66 | 2 412 | 4,01 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 1 843 | 4,54 | 219 | 3,81 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 3 350 | 0,00 | 397 | -0,50 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 913 | -73,64 | 227 | -73,90 | ||||
| 2026-05-04 | 13F | Camden National Bank | 60 421 | 7,97 | 7 166 | 7,29 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 5 622 | 667 | ||||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 478 423 | 3,10 | 56 741 | 2,46 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 105 454 | -9,55 | 12 507 | -10,12 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Umpqua Bank | 80 024 | -41,16 | 9 491 | -41,54 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 15 024 | 13,37 | 1 772 | 11,87 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 12 385 | 216,19 | 1 469 | 214,35 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 136 | 0,00 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 995 728 | 1,38 | 236 693 | 0,74 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 97 210 | -58,96 | 11 529 | -59,22 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2 283 | 19,22 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 19 384 | 14,68 | 2 299 | 13,98 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 2 774 | 0,54 | 329 | -0,30 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 13 386 | -1,85 | 1 588 | -2,46 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6 063 | 719 | ||||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 2 972 | -3,00 | 352 | -3,56 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 43 217 | 160,30 | 5 126 | 158,71 |
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