Podstawowe statystyki
| Właściciele instytucjonalni | 972 total, 968 long only, 0 short only, 4 long/short - change of 11,80% MRQ |
| Średnia alokacja portfela | 1.2100 % - change of 2,42% MRQ |
| Akcje instytucjonalne (długie) | 40 023 012 (ex 13D/G) - change of 0,05MM shares 0,18% MRQ |
| Wartość instytucjonalna (długa) | $ 14 553 601 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Vanguard World Fund - Vanguard Mega Cap Growth ETF (MX:MGK) posiada 972 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 40,023,012 akcji. Do największych akcjonariuszy należą Assetmark, Inc, Cassaday & Co Wealth Management LLC, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Captrust Financial Advisors, Vantagepoint Investment Advisers Llc, Ameriprise Financial Inc, and Wells Fargo & Company/mn .
Vanguard World Fund - Vanguard Mega Cap Growth ETF (BMV:MGK) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ  (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ  (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | CVA Family Office, LLC | 1 824 | 0,05 | 670 | -10,90 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 287 | -7,12 | 105 | -17,32 | ||||
| 2026-05-15 | 13F | Carroll Investors, Inc | 7 668 | 411,20 | 564 | -9,05 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 716 | 263 | ||||||
| 2026-05-12 | 13F | Creative Planning | 134 579 | -1,05 | 49 450 | -11,92 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1 418 | 44,84 | 521 | 55,06 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2 698 | 0,00 | 991 | -10,96 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2 906 | 13,78 | 1 068 | 1,23 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 685 | -1,23 | 619 | -12,07 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 1 289 | 11,22 | 0 | |||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7 706 | -4,08 | 2 928 | -11,70 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 1 072 | -84,72 | 394 | -86,42 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 5 793 | 160,71 | 487 | -46,06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 792 | 0,00 | 291 | -10,74 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1 223 | 2,09 | 449 | -9,11 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 11 181 | 10,85 | 4 156 | 0,92 | ||||
| 2026-04-29 | 13F | Hartline Investment Corp/ | 2 685 | 0,00 | 987 | -11,01 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 509 | -3,05 | 210 | -0,47 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 8 783 | 3,71 | 3 455 | -1,14 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 56 | 0,00 | 21 | -13,04 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 2 809 | 6,32 | 1 032 | -5,32 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 780 | 0,00 | 287 | -10,90 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 7 | 3 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 23 203 | -27,43 | 8 526 | -35,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 173 959 | -24,84 | 63 920 | -33,10 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 4 217 | 0,07 | 1 550 | -10,93 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 1 513 | 0,00 | 556 | -11,06 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 126 | 46 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 8 951 | -1,04 | 3 289 | -11,92 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2 196 | 1,67 | 807 | -9,43 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1 052 | 0,10 | 387 | -11,06 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 3 809 | -72,49 | 1 400 | -75,52 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 594 | 586 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 5 771 | 20,23 | 2 120 | 7,02 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 6 444 | 0,81 | 2 368 | -10,27 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 173 | 0,00 | 64 | -11,27 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 663 | -0,75 | 244 | -11,64 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 2 266 | 833 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 644 | -5,99 | 239 | -15,25 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 9 594 | -4,39 | 3 528 | -14,83 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1 211 | 0,33 | 445 | -10,84 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 848 | 0,00 | 312 | -10,89 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 929 | -30,93 | 342 | -38,45 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11 708 | 9,31 | 4 302 | -2,69 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 172 | 0,58 | 63 | -10,00 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 7 315 | 0,08 | 2 688 | -10,49 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 799 | -7,09 | 294 | -17,23 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 1 775 | -34,86 | 652 | -41,99 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 11 004 | 0,00 | 4 043 | -10,99 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 103 174 | -2,03 | 37 910 | -12,61 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 770 | -2,04 | 283 | -12,96 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1 707 | 1,67 | 627 | -9,52 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1 780 | 1,37 | 654 | -9,67 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 30 | 11,11 | 11 | 0,00 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 96 | 0,00 | 35 | -10,26 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 2 201 | 809 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 2 837 | 0,00 | 1 042 | -11,02 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1 094 | 15,40 | 402 | 2,81 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2 877 | -5,89 | 1 154 | -9,13 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 24 079 | -4,21 | 8 848 | -14,74 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7 206 | 0,91 | 2 648 | -10,18 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 22 990 | 3,50 | 8 448 | -7,86 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 764 | -83,91 | 281 | -85,71 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 32 941 | -0,49 | 12 104 | -11,42 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2 411 | -2,78 | 886 | -13,49 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 19 509 | -1,76 | 7 168 | -12,54 | ||||
| 2026-04-23 | 13F | Simmons Bank | 1 400 | 0,00 | 514 | -10,92 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 97 943 | 4,63 | 35 988 | 4,99 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 1 170 | 0,00 | 430 | -11,00 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 2 473 | -7,17 | 909 | -17,38 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3 711 | 1,06 | 1 364 | -10,03 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 810 | 40,38 | 298 | 24,79 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 918 | 0,00 | 337 | -10,85 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 10 | 0,00 | 4 | 0,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 8 685 | 715 | ||||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 655 | 0,00 | 241 | -11,11 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 1 035 | 0,00 | 380 | -11,01 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 250 | 0,00 | 92 | -11,65 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2 311 | 3,35 | 849 | -7,92 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 63 | 23 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 254 840 | 15,25 | 93 638 | 2,59 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 7 109 | -7,60 | 2 612 | -17,73 | ||||
| 2026-06-04 | 13F | Evansbrook LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6 206 | 75,21 | 2 280 | 55,95 | ||||
| 2026-04-06 | 13F | CX Institutional | 74 199 | -48,37 | 27 | -54,24 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 1 016 | 373 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 6 584 | 89,90 | 2 419 | 69,04 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 11 | 0,00 | 4 | -25,00 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 646 | 0,00 | 237 | -10,90 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cowa, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1 459 | 0,00 | 536 | -10,96 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2 097 | -14,72 | 771 | -24,14 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11 913 | -50,20 | 4 377 | -55,67 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 32 500 | 0,00 | 12 | -15,38 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1 554 | 0,00 | 571 | -11,08 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 8 486 761 | -1,21 | 3 118 375 | -12,06 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 5 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 3 842 | 400,91 | 327 | 5,48 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 635 | 233 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 717 | 26,90 | 264 | 12,88 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1 914 | -22,51 | 703 | -31,01 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1 031 | 15,71 | 379 | 3,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 29 404 | 6,99 | 10 804 | -4,75 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1 477 | 8,05 | 543 | -3,90 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6 724 | -51,66 | 2 471 | -56,98 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 168 | 33,33 | 62 | 17,31 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 14 326 | -4,36 | 5 264 | -14,87 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 63 | 23 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3 714 | -9,13 | 1 365 | -19,15 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 4 179 | -0,95 | 1 536 | -11,83 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 14 086 | 38,71 | 5 176 | 23,50 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 655 | 37,32 | 270 | 41,36 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1 785 | -0,45 | 656 | -11,49 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3 855 | -1,38 | 1 417 | -12,21 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 99 | 0,00 | 36 | -10,00 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 91 214 | -1,08 | 33 516 | -11,95 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 74 021 | 2,88 | 27 198 | -8,41 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 2 667 | 0,00 | 980 | -11,00 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 4 918 | -0,47 | 2 030 | 2,06 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 15 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 58 240 | -0,78 | 21 400 | -11,67 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 2 324 | -11,77 | 854 | -21,53 | ||||
| 2026-05-04 | 13F | Nwam Llc | 4 011 | -43,62 | 1 474 | -49,54 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 30 | 0,00 | 11 | -8,33 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 414 | -27,87 | 152 | -35,59 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 4 295 | 0,14 | 1 578 | -10,85 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 1 243 | 0,00 | 457 | -8,80 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2 412 | 0,00 | 886 | -10,95 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 453 | -16,83 | 534 | -22,42 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 5 334 | 6,68 | 1 960 | -5,04 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 14 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 635 | 0,32 | 233 | -10,73 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 176 | 65 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 126 300 | 3,16 | 46 408 | -8,17 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 11 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 36 621 | -1,76 | 13 456 | -12,55 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 766 | 0,00 | 281 | -11,08 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 831 | 0,00 | 305 | -11,08 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 28 184 | -3,81 | 10 356 | -14,38 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 49 661 | 3,35 | 18 247 | -8,71 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2 376 | -21,25 | 883 | -29,08 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 8 645 | -4,75 | 3 176 | -15,22 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1 999 | 117,99 | 735 | 94,18 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 963 | 354 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 41 408 | -7,15 | 15 243 | -17,35 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2 255 | -25,03 | 829 | -33,28 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 5 602 | -55,99 | 2 058 | -60,83 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3 347 | -6,33 | 1 230 | -16,62 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 3 450 | 0,00 | 1 268 | -11,03 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1 188 | -17,61 | 437 | -26,72 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 7 959 | -0,26 | 2 924 | -11,21 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 9 256 | -2,33 | 3 401 | -13,04 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 7 125 | -1,55 | 2 618 | -12,35 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 1 201 | 0,00 | 496 | 0,00 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 509 | 0,00 | 210 | 2,94 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 29 | 0,00 | 11 | -9,09 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 53 910 | -1,79 | 19 809 | -12,57 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 779 | 0,39 | 286 | -10,62 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 3 294 | -21,50 | 1 210 | -30,14 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 1 022 | 0,00 | 376 | -10,93 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 804 | 0,88 | 310 | -5,49 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 597 | 0,00 | 219 | -10,98 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 43 | -53,76 | 16 | -60,53 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 21 418 | 11,59 | 7 870 | -0,67 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 3 393 | -1,25 | 1 247 | -12,13 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 25 197 | 0,09 | 9 258 | -10,90 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 411 | 0,00 | 151 | -10,65 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 598 | 0,00 | 220 | -10,98 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 6 388 | 0,74 | 2 347 | -10,32 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 208 | 76 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2 486 | 0,00 | 914 | -11,01 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5 394 | 326,07 | 396 | -24,14 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 19 | 0,00 | 7 | -14,29 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 20 158 | 17,69 | 7 407 | 4,77 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 14 | 0,00 | 5 | 0,00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2 393 | 201 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 816 | 300 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 91 914 | 40,15 | 37 939 | 43,75 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 20 346 | 400,39 | 1 714 | 2,15 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2 541 | 0,04 | 934 | -10,97 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3 368 | 0,15 | 1 238 | -10,88 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 6 522 | -9,76 | 2 397 | -19,65 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 19 535 | -2,42 | 7 178 | -13,14 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 92 | -5,15 | 34 | -17,50 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11 111 | 1,52 | 4 083 | -9,63 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 657 | 0,00 | 241 | -11,07 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 893 | -0,11 | 328 | -11,11 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1 127 | 83,55 | 414 | 63,64 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 542 393 | -14,28 | 199 297 | -23,69 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 17 | 7 | ||||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 3 271 | 0,00 | 1 202 | -11,04 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2 478 | 0,24 | 911 | -10,78 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 15 532 | 23,89 | 5 707 | 10,28 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 776 | -6,13 | 653 | -16,41 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 53 177 | 19 539 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 69 764 | 10,62 | 25 634 | -1,53 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 1 000 | 367 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 221 | 1,84 | 81 | -8,99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11 725 | -2,95 | 4 308 | -13,60 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 5 774 | 8,64 | 2 121 | -3,28 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2 000 | -2,15 | 826 | 0,36 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 326 511 | 5,96 | 119 973 | -5,61 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2 346 | -0,38 | 862 | -11,23 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 2 936 | 0,00 | 1 079 | -10,98 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 40 | 0,00 | 15 | -12,50 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 63 152 | -36,34 | 23 205 | -43,33 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 220 | 0,00 | 81 | -11,11 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 875 | -2,78 | 322 | -13,48 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Blueshift Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 1 321 | -27,85 | 485 | -35,76 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 2 991 | 0,00 | 1 099 | -11,02 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 609 | 3,57 | 224 | -7,85 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17 132 | -10,18 | 6 295 | -20,04 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 803 | 0,00 | 295 | -10,88 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2 472 | 1 020 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16 230 | 0,00 | 6 699 | 2,57 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1 326 | -0,38 | 487 | -11,29 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 867 | -2,80 | 319 | -13,59 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 9 160 | 2,32 | 3 366 | -7,38 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 734 | 0,00 | 270 | -10,93 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 565 | -21,31 | 208 | -30,07 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1 375 | 400,00 | 116 | 2,65 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 2 484 | 0,04 | 913 | -11,02 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 546 | 201 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 3 250 | 400,00 | 288 | 10,77 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 952 | -5,74 | 350 | -15,87 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 54 | 20 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Zeit Capital LLC | 55 241 | -2,31 | 20 298 | -13,04 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 12 723 | 7,78 | 4 675 | -4,06 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 609 | 0,00 | 224 | -11,16 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 177 | 0,00 | 65 | -10,96 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 21 492 | 42,45 | 7 897 | 26,82 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3 413 | -0,84 | 1 254 | -11,69 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 472 | 0,00 | 173 | -10,82 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Entrust Financial Llc | 1 358 | -4,37 | 499 | -14,87 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 1 059 | 0,00 | 389 | -10,98 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 233 737 | 6,01 | 85 884 | -5,63 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 946 | 0,00 | 348 | -11,03 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 1 873 | -2,55 | 688 | -13,24 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 1 143 | 0,00 | 420 | -11,04 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10 068 | 11,87 | 3 699 | -0,40 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 1 572 | 0,00 | 578 | -10,96 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 4 311 | 0,58 | 1 584 | -10,46 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 2 122 | -2,53 | 780 | -13,25 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 175 | 0,00 | 64 | -11,11 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 24 602 | 2,10 | 9 040 | -9,12 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1 625 | -3,85 | 597 | -14,35 | ||||
| 2026-05-13 | 13F | RFP Financial Group LLC | 5 158 | 0,00 | 1 895 | -10,99 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 745 | -5,93 | 274 | -16,26 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 3 006 | 1 104 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 3 674 | 19,64 | 1 350 | 6,47 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 159 | 66 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 745 | 0,00 | 274 | -11,07 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 3 986 | 340 | ||||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 33 191 | 11,36 | 12 196 | -0,88 | ||||
| 2026-04-21 | 13F | Sicart Associates LLC | 15 371 | 3,36 | 5 648 | -8,00 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 565 | -0,53 | 208 | -11,54 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 923 | 21,77 | 339 | 8,65 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 134 | 0,00 | 49 | -10,91 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 2 467 | 0,00 | 906 | -11,00 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 16 | -86,21 | 6 | -89,36 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17 341 | 1 451 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1 218 | 7,50 | 448 | -4,28 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 21 | -12,50 | 8 | -22,22 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 10 635 | -2,56 | 3 908 | -13,25 | ||||
| 2026-05-14 | 13F | Natixis | 281 | -21,07 | 101 | -31,76 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 982 | -1,60 | 405 | -1,46 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4 169 | -11,54 | 1 532 | -21,29 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 220 | 0,00 | 81 | -11,11 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 813 | 0,00 | 299 | -11,04 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 1 740 | 18,93 | 640 | 5,79 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 93 820 | -32,44 | 34 647 | -39,64 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 20 074 | -3,17 | 7 376 | -13,80 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 1 483 | 545 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 530 | 0,19 | 195 | -11,01 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 6 041 | -2,34 | 2 220 | -13,08 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1 034 | -1,62 | 380 | -12,47 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 1 700 | 0,00 | 625 | -10,98 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 171 | 0,00 | 63 | -11,43 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 810 | -15,45 | 298 | -24,81 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 895 | 7,83 | 329 | -4,09 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 880 | 0,00 | 323 | -11,02 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3 973 | -25,46 | 1 460 | -33,68 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 586 | 242 | ||||||
| 2026-04-21 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 61 152 | 29,59 | 21 741 | 11,62 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 3 138 | -11,71 | 1 153 | -21,35 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 54 205 | -6,56 | 19 917 | -16,81 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3 792 | 87,35 | 1 393 | 66,83 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 34 191 | -0,95 | 12 563 | -11,83 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2 903 | 118,43 | 1 067 | 94,53 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 4 100 | -2,38 | 1 507 | -13,10 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 860 | -0,92 | 316 | -12,01 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 21 669 | 0,36 | 7 975 | -10,66 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 682 | 0,15 | 250 | -11,03 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26 808 | 64,59 | 9 851 | 46,51 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1 440 | 0,14 | 529 | -10,96 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 60 | 0,00 | 22 | -8,33 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 34 027 | -2,29 | 12 503 | -10,79 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1 265 | 0,08 | 465 | -10,94 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 4 006 | -0,84 | 1 472 | -11,76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 237 | 3,27 | 3 027 | -8,08 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 24 267 | 5,67 | 8 917 | -5,94 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 5 898 | -6,10 | 2 167 | -16,40 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 2 894 | -15,08 | 1 063 | -24,40 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 834 | -3,68 | 674 | -14,27 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2 599 | 405,64 | 955 | 350,00 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 939 | 13,41 | 361 | 4,65 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 1 591 | -0,81 | 585 | -11,78 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 776 | 0,00 | 285 | -10,94 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 81 | 0,00 | 30 | -12,12 | ||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 2 597 | -9,89 | 954 | -19,76 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 200 | 0,00 | 73 | -10,98 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 753 | 0,00 | 277 | -10,97 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 12 976 | -1,12 | 4 768 | -11,96 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 7 745 | 4,23 | 3 179 | 3,65 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 1 252 | 0,00 | 460 | -10,85 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 7 058 | -25,19 | 2 593 | -33,41 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 1 505 | 14,36 | 553 | 1,66 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 322 | 118 | ||||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 814 | 0,00 | 299 | -10,75 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11 457 | -4,65 | 4 210 | -15,12 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 65 414 | 11,42 | 24 039 | -0,82 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 2 199 | -14,64 | 808 | -24,08 | ||||
| 2026-05-14 | 13F | Kensington Asset Management, LLC | 261 800 | 0,00 | 108 909 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 610 | 7,21 | 224 | -4,27 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 331 | 0,00 | 122 | -11,03 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3 701 | 4,34 | 1 360 | -7,17 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 690 | -6,12 | 254 | -16,50 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2 204 | 2,80 | 810 | -8,59 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 2 192 | 21,58 | 806 | 8,20 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 208 474 | -5,36 | 76 602 | -15,76 | ||||
| 2026-05-14 | 13F | Tamar Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 1 169 | 1,74 | 430 | -9,49 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 5 667 | 31,70 | 416 | -76,58 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 8 809 | 5,27 | 3 237 | -6,28 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 706 | 1,88 | 259 | -9,44 | ||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 5 441 | -23,32 | 1 999 | -31,73 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 239 281 | -2,10 | 87 921 | -12,85 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 69 | 25 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 6 | 2 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 281 | 1 730,00 | 475 | 1 596,43 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 596 | -79,24 | 219 | -81,59 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 1 348 | 0,00 | 495 | -10,97 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 773 | -0,51 | 284 | -11,25 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 180 | 0,00 | 66 | -10,81 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 5 176 | 25,27 | 1 603 | -6,04 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | VCU Investment Management Co | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 871 | 38,30 | 1 422 | 23,12 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 780 | 0,00 | 287 | -10,90 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10 349 | 3,44 | 3 803 | -7,92 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1 237 | -10,88 | 454 | -20,63 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 1 886 | 6,80 | 693 | -4,81 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1 854 | 12,50 | 681 | 0,15 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 96 | 45,45 | 35 | 29,63 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5 506 | 2,19 | 2 023 | -9,04 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 6 193 | -2,55 | 2 275 | -13,27 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 5 413 | 3,32 | 1 989 | -8,04 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 1 452 | 0,00 | 534 | -11,02 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 616 | -3,14 | 254 | -0,39 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 168 397 | 5,68 | 64 625 | -1,75 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1 974 | -0,65 | 725 | -11,59 | ||||
| 2026-05-05 | 13F | PFG Advisors | 3 320 | 4,70 | 1 220 | -6,80 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 812 | -3,10 | 298 | -13,62 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 167 | 0,00 | 61 | -10,29 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 16 656 | 27,64 | 6 120 | 13,63 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 1 005 | -5,63 | 369 | -15,95 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 29 | -30,95 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 1 415 | -11,89 | 520 | -21,60 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1 221 | -0,65 | 0 | |||||
| 2026-05-12 | 13F | Causey Wealth LLC | 5 675 | 1,98 | 2 085 | -9,23 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3 369 | -0,41 | 1 238 | -11,39 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6 535 | 11,86 | 2 401 | -0,41 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 399 | 0,00 | 147 | -10,98 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 19 609 | 4,01 | 7 205 | -7,40 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1 561 | -8,55 | 574 | -18,61 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 152 036 | 6,12 | 55 864 | -5,53 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 19 776 | -12,20 | 7 267 | -21,85 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 341 | -3,12 | 1 595 | -13,74 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 4 180 | 1,11 | 1 536 | -10,02 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 67 | 191,30 | 25 | 166,67 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 1 640 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1 711 | 1,78 | 629 | -9,38 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 41 | 15 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 792 | -14,75 | 659 | -24,11 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 589 | -19,86 | 216 | -28,71 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 19 109 | 69,87 | 7 021 | 55,13 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5 227 | 400,19 | 437 | 1,39 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 1 576 | 3,28 | 579 | -7,95 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 51 209 | 3,94 | 18 816 | -7,47 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 24 589 | 5,23 | 9 035 | -6,34 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 29 | 0,00 | 11 | -9,09 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 95 771 | -0,95 | 35 190 | -11,82 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 1 514 | 10,59 | 556 | -1,59 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1 487 | 0,00 | 546 | -10,93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 148 495 | 28,71 | 52 492 | 10,23 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1 078 | 396 | ||||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 1 064 | -5,42 | 391 | -15,95 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 445 | 0,00 | 164 | -10,93 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1 139 | 7,55 | 419 | -4,35 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 1 748 | -0,85 | 642 | -11,69 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 1 151 | 0,00 | 423 | -11,16 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 63 | 0,00 | 23 | -11,54 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 27 833 | 10 | ||||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 1 041 | 0,00 | 383 | -10,96 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 45 064 | 4,48 | 16 558 | -6,99 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8 277 | -9,53 | 3 416 | -7,20 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 1 399 | 0,00 | 514 | -10,92 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 7 667 | 16,79 | 2 817 | 3,99 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 27 060 | 17,21 | 9 943 | 4,82 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 1 497 | -6,90 | 550 | -17,04 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 35 | 0,00 | 13 | -14,29 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 869 407 | -18,28 | 319 403 | -27,27 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 610 | -27,12 | 224 | -35,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 434 071 | 17,94 | 159 495 | 4,99 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 114 | 9,62 | 42 | -4,65 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 275 168 | 0,30 | 101 108 | -10,71 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3 719 368 | 1,31 | 1 366 645 | -9,81 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 791 | 291 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 1 059 | 42,72 | 389 | 27,12 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1 072 | 0,94 | 394 | -10,27 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 60 594 | -14,15 | 22 337 | -23,34 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 192 | -17,24 | 70 | -26,32 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 39 481 | 1,58 | 14 507 | -9,58 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 20 733 | -0,58 | 8 | -12,50 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 659 | -15,94 | 242 | -20,13 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 43 954 | -1,55 | 16 133 | -12,47 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 2 616 | -78,54 | 961 | -80,41 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 1 943 | 0,00 | 802 | 0,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 6 596 | 7,72 | 2 424 | -4,12 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Onyx Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19 237 | -0,29 | 7 069 | -11,23 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4 445 | -30,72 | 1 633 | -38,33 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 37 680 | 4,82 | 13 845 | -6,69 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1 411 | 1,44 | 518 | -9,76 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 36 102 | -5,42 | 13 265 | -15,80 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 337 | 0,00 | 124 | -11,51 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 1 895 | 696 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 226 497 | -1,30 | 83 226 | -12,13 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1 881 | 3,52 | 691 | -7,87 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 62 697 | -12,89 | 23 037 | -22,46 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 616 | 226 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 622 | 0,16 | 228 | -10,94 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 642 | 0,00 | 236 | -10,98 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 4 053 | 0,10 | 1 489 | -10,89 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 33 600 | 168,80 | 12 346 | 139,29 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 11 691 | 2 233,53 | 4 296 | 1 984,95 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 11 600 | 404,35 | 4 262 | 349,10 | |||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 1 180 | -2,16 | 434 | -12,88 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 260 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 592 | 218 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 1 109 | -10,92 | 407 | -20,66 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 736 | 4,69 | 270 | -6,90 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 1 330 | 0,00 | 489 | -10,95 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 2 898 | 0,00 | 1 065 | -11,04 | ||||
| 2026-05-08 | 13F | Emissary Wealth LLC | 652 | 0,00 | 240 | -11,15 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 32 262 | -0,78 | 11 854 | -11,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 28 409 | 4,44 | 10 439 | -7,03 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 94 079 | -25,77 | 34 568 | -33,92 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1 010 | 3,80 | 371 | -7,48 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2 095 | -6,85 | 770 | -17,13 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 600 | 0,00 | 220 | -9,09 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 26 | 0,00 | 10 | -10,00 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1 930 | 709 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 996 | 0,10 | 366 | -10,98 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 1 047 | -34,03 | 385 | -41,37 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 1 537 | 8,62 | 565 | -3,42 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 150 | -21,88 | 55 | -30,38 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 201 | 0,00 | 74 | -10,98 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11 485 | -13,69 | 4 220 | -23,18 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 203 | 45,00 | 75 | 29,82 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 734 | 0,00 | 270 | -10,93 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 21 112 | -44,22 | 7 757 | -9,03 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 10 645 | 7,14 | 3 911 | -4,63 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 3 170 | -7,31 | 1 165 | -17,51 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 52 217 | 5,33 | 19 187 | -6,24 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 15 | -85,58 | 6 | -88,10 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 162 614 | -2,60 | 59 751 | -13,29 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 31 535 | -37,84 | 11 587 | -44,67 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13 232 | 17,63 | 5 462 | 20,66 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 1 607 | -5,30 | 590 | -15,71 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 763 | 0,00 | 280 | -10,83 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 3 778 | -2,12 | 1 388 | -12,87 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 175 | 64 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 6 | 50,00 | 2 | 100,00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 2 282 | -1,17 | 838 | -12,07 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Avalon Trust Co | 2 216 | -9,55 | 814 | -19,49 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 3 598 | 0,00 | 1 322 | -11,04 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 441 | 6,78 | 162 | 523,08 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 531 713 | 2,72 | 195 372 | -8,56 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 314 | 0,43 | 850 | -10,62 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 17 488 | 59,85 | 6 426 | 42,30 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 75 664 | 0,78 | 27 802 | -10,28 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 12 921 | 2,49 | 4 748 | -8,76 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2 677 | -1,07 | 984 | -11,92 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 3 785 | -0,71 | 1 391 | -11,63 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 436 | -0,81 | 895 | -11,65 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1 900 | 3,32 | 698 | -8,17 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 799 | 42,93 | 294 | 27,39 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 234 679 | -1,61 | 86 530 | -12,11 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1 734 | 637 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 4 187 | 1 538 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10 134 | 29,81 | 3 767 | 16,91 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 5 | -99,47 | 2 | -99,74 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 22 956 | -35,83 | 8 435 | -42,88 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 466 332 | 2,00 | 171 349 | -9,20 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 14 308 | 679,73 | 5 257 | 594,45 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 1 235 | 0,00 | 454 | -11,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 354 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Investment Insight Wealth Management, LLC | 27 211 | -8,24 | 9 998 | -18,32 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 978 | 0 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 23 | 0,00 | 8 | -11,11 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 13 749 | 22,93 | 5 052 | 9,42 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 8 529 | 54,34 | 3 134 | 37,41 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 58 095 | 3,55 | 21 346 | -7,82 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 795 | -11,17 | 292 | -20,87 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 33 453 | -3,62 | 12 292 | -14,20 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 1 708 | -8,76 | 628 | -18,78 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 6 794 | 2 496 | ||||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8 573 | 3,44 | 3 150 | -7,92 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7 082 | 2,43 | 2 602 | -8,80 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Graney & King, LLC | 3 069 | 81,49 | 1 128 | 61,69 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 880 | -1,68 | 323 | -12,47 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 2 325 | 0,00 | 854 | -10,95 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 52 | 19 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 100 | 0,00 | 37 | -12,20 | ||||
| 2026-05-14 | 13F | Betterment LLC | 3 914 | 14,78 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 31 093 | 1,23 | 11 425 | -9,88 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 7 989 | 3,55 | 3 298 | 6,18 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 7 443 | 109,54 | 2 735 | 86,49 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 6 679 | -16,14 | 2 454 | -25,34 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 910 | -0,33 | 376 | 12,28 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 1 971 | 0,00 | 724 | -10,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3 482 | 104,82 | 1 279 | 82,45 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 1 455 | -12,03 | 541 | -20,82 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 586 | 0,00 | 215 | -10,79 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 1 198 | 0,00 | 494 | 0,00 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 1 011 | 0,10 | 372 | -10,82 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1 031 | -88,55 | 379 | -89,83 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13 600 | 161,54 | 4 997 | 132,85 | |||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 787 | 9,15 | 289 | -2,69 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 686 | -19,77 | 252 | -28,90 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 9 032 | 0,66 | 3 319 | -10,40 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 111 | 0,00 | 45 | 10,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 142 300 | 1 029,37 | 52 287 | 905,50 | |||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 283 | 0,00 | 104 | -11,21 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 4 063 | 1 510 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 673 | -50,51 | 247 | -55,97 | ||||
| 2026-01-21 | 13F | Jericho Financial, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Activest Wealth Management | 338 | 0,00 | 124 | -10,79 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 275 | 0,00 | 101 | -10,62 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 925 | 0,00 | 382 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 796 750 | 4,63 | 292 772 | -6,93 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 2 218 | 0,05 | 815 | -11,04 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 45 | 0,00 | 17 | -11,11 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1 895 | 0,00 | 782 | 2,62 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 5 563 | -2,09 | 2 044 | -12,84 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 1 207 | 0,08 | 444 | -10,87 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 15 790 | 0,00 | 6 | -16,67 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 9 222 | -30,74 | 3 389 | -38,36 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 9 904 | 6,40 | 4 | 0,00 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9 626 | -4,90 | 3 973 | -2,46 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 860 | 0,00 | 316 | -11,02 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 2 300 | -10,23 | 845 | -20,06 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 200 | 0,00 | 73 | -10,98 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 11 707 | 4 302 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111 482 | 4,83 | 41 | -6,98 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 3 058 | 7,26 | 1 124 | -4,51 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 129 | 0,00 | 48 | -11,32 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 2 239 | 131,54 | 823 | 106,02 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 8 276 | -1,30 | 3 041 | -12,16 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 101 | 37 | ||||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 1 125 | 0,00 | 413 | -10,99 | ||||
| 2026-04-23 | 13F | Bell Bank | 1 381 | 5,50 | 507 | -6,11 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 62 600 | -4,55 | 23 002 | -15,04 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Breakwater Investment Management | 12 122 | -0,93 | 4 454 | -11,80 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4 634 | 0,00 | 1 703 | -10,98 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 3 428 | -0,70 | 1 259 | -11,59 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 20 565 | -18,49 | 7 556 | -27,44 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 36 | 0,00 | 13 | -7,14 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 6 | 2 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1 276 | 23,29 | 469 | 9,60 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 3 423 | 1,12 | 1 258 | -10,02 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2 510 | -3,46 | 922 | -14,07 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 49 157 | 0,83 | 18 048 | -10,31 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 6 183 | 851,23 | 2 272 | 747,39 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1 537 | 21,41 | 565 | 8,05 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 3 202 | 391,86 | 267 | 6,37 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 3 924 | 0,10 | 1 442 | -10,94 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 8 099 | 63,52 | 2 976 | 45,67 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 855 | 0,00 | 314 | -10,80 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 1 763 | 0,00 | 648 | -11,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 54 827 | -16,70 | 20 146 | -25,85 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1 246 | 26,75 | 458 | 12,84 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 806 | 0,00 | 296 | -10,84 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 2 028 | 7,42 | 745 | -4,36 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 44 914 | -3,40 | 16 503 | -14,01 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 785 | 0,00 | 288 | -11,11 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 7 431 | 1 416,53 | 2 730 | 1 251,49 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 548 | 0,00 | 201 | -11,06 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 621 | 0,00 | 228 | -10,94 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 026 | -1,36 | 744 | -12,16 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 495 | 0,00 | 182 | -11,27 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 4 500 | 1 653 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1 037 729 | -5,66 | 381 303 | -16,02 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43 166 | 24,48 | 15 861 | 10,81 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 600 | -24,81 | 220 | -33,13 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 825 | 0,00 | 303 | -10,88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1 375 | 18,64 | 568 | 21,67 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3 | 1 | ||||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4 199 | 1,18 | 1 543 | -9,93 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1 807 | -1,42 | 664 | -12,30 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3 591 | -35,61 | 1 319 | -42,70 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 541 188 | 20,10 | 200 735 | 7,92 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 13 727 | 5 044 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 17 291 | 6 353 | ||||||
| 2026-05-01 | 13F | American Trust | 3 637 | -6,43 | 1 336 | -16,71 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 855 | 0,00 | 314 | -10,80 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 70 | 0,00 | 26 | -10,71 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 83 274 | 1,79 | 30 598 | -9,39 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1 137 | 0,00 | 418 | -11,09 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 643 | 236 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 120 | 0,00 | 44 | -10,20 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 205 | 0,00 | 75 | -10,71 | ||||
| 2026-05-15 | 13F | EFG International AG | 120 | 44 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 9 850 | -3,57 | 3 619 | -14,16 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 6 651 | -15,12 | 2 444 | -24,46 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 14 746 | 6,17 | 5 418 | -5,48 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 27 186 | -5,45 | 9 989 | -15,83 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 100 | 0,00 | 37 | -12,20 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3 746 | -3,30 | 1 376 | -13,95 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1 018 | 0,59 | 374 | -10,55 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 29 056 | 4,80 | 10 676 | -6,71 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 20 216 | 23,10 | 7 428 | 9,59 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 843 | -14,08 | ||||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 290 | 0,00 | 107 | -10,92 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 447 | 164 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12 865 | -0,15 | 4 727 | -11,13 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1 660 | -38,45 | 610 | -45,28 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 590 | -1,67 | 217 | -12,55 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 5 098 | 0,10 | 1 873 | -10,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 70 315 | 61,15 | 25 836 | 43,45 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 1 599 | -1,24 | 588 | -12,13 | ||||
| 2026-05-07 | 13F | Ridgepath Capital Management LLC | 2 496 | 0,00 | 917 | -8,67 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 525 | -16,00 | 195 | -24,12 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 45 | -95,28 | 19 | -95,30 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 3 496 | -5,90 | 1 284 | -16,24 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 4 430 | 17,07 | 1 628 | 4,23 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 655 | 0,00 | 241 | -11,11 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 250 | 0,00 | 92 | -11,65 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 78 444 | -0,55 | 28 824 | -11,47 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 15 899 | 97,50 | 5 842 | 75,83 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 4 555 | -1,39 | 1 674 | -12,22 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 2 492 | -2,88 | 916 | -13,60 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 552 | 203 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 279 | -27,91 | 99 | -39,13 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 787 | -8,06 | 289 | -18,13 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1 426 | 0,07 | 524 | -10,88 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 32 676 | 2,65 | 12 006 | -8,62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 9 132 | 0,13 | 3 355 | -10,87 | ||||
| 2026-02-11 | 13F | Harpswell Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 11 736 | -1,63 | 4 313 | -12,43 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 12 986 | -1,41 | 4 772 | -12,25 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 94 646 | 1 247,85 | 34 777 | 1 100,00 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 927 | 0,00 | 341 | -10,99 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 1 498 | 0,00 | 550 | -11,00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 1 759 | 1,85 | 654 | -8,29 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 200 | 0,00 | 73 | -10,98 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 8 928 | -5,97 | 3 281 | -16,31 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 723 | 266 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 16 398 | -10,45 | 6 025 | -20,28 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 10 101 | 1,97 | 3 712 | -9,22 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 79 | 0,00 | 6 | -84,37 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 1 572 | -4,44 | 578 | -15,02 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 1 959 | -48,37 | 720 | -54,09 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 9 923 | -6,97 | 3 646 | -17,17 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 6 216 | 0,16 | 2 284 | -10,82 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1 153 | -1,62 | 424 | -12,42 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 923 | 0,00 | 339 | -10,79 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 197 | -27,57 | 72 | -35,71 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 623 | -46,98 | 229 | -52,99 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10 969 | 29,86 | 4 031 | 15,61 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 13 318 | -2,30 | 5 447 | -3,18 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 1 606 | 0,00 | 590 | -10,88 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 3 812 | -0,29 | 1 401 | -11,28 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 54 724 | 1,17 | 20 472 | -8,60 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 635 | 0,00 | 233 | -11,07 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 8 758 | -2,89 | 3 218 | -13,54 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 6 013 | 0,00 | 2 209 | -10,96 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 135 363 | -13,35 | 49 738 | -22,87 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 953 | 0,00 | 350 | -10,94 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 1 775 | 1,72 | 652 | -9,44 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 791 | 184,53 | 67 | -41,23 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 117 | 0,00 | 43 | -10,42 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 420 | 323,88 | 528 | 281,88 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 18 057 | 2 498 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 2 253 | 0,00 | 870 | -5,95 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 929 | 9,68 | 341 | -2,29 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 2 223 | 0,68 | 817 | -10,43 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 1 340 | 0,15 | 492 | -10,87 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3 363 | 97,82 | 1 236 | 76,32 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 590 | 217 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 425 | 156 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 156 790 | -17,36 | 57 611 | -26,44 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 258 | -53,43 | 95 | -58,77 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 573 | 0,00 | 211 | -11,02 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1 184 | -0,17 | 435 | -11,04 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 54 061 | 3,13 | 19 864 | -8,19 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 2 010 | -32,48 | 739 | -39,90 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 763 | -2,18 | 280 | -13,04 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 656 | 0,00 | 241 | -10,74 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 6 383 | 1,87 | 2 345 | -9,32 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 920 | -48,66 | 338 | -54,26 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 567 | 46,45 | 576 | 30,39 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 6 901 | 6,14 | 2 536 | -5,52 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1 215 | 16,38 | 446 | 3,72 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 18 048 | 9,73 | 7 450 | 12,56 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2 813 | -4,42 | 1 033 | -14,91 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 648 | 0,00 | 238 | -10,86 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1 040 | 0,00 | 382 | -10,96 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 5 981 | -0,65 | 2 198 | -11,55 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 2 113 | -82,66 | 776 | -84,57 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 125 | -13,19 | 46 | -23,73 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 12 952 | 4 759 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 10 384 | 0,58 | 3 815 | -10,47 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 1 710 | -3,93 | 628 | -14,44 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 77 | 28 | ||||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25 852 | 20,98 | 9 499 | 7,70 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 37 665 | 7,23 | 13 840 | -4,55 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 81 110 | 401,20 | 5 961 | -10,77 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 911 | 0,66 | 335 | -10,46 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 2 038 | 1,39 | 749 | -9,77 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 192 273 | 2,05 | 70 655 | -9,16 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 2 893 | -98,68 | 1 063 | -98,82 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 8 744 | 7,21 | 3 213 | -4,58 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 20 978 | 364,32 | 7 708 | 313,52 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 577 | -0,17 | 212 | -10,92 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 2 899 | 4,92 | 1 065 | -6,58 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 185 052 | 1,16 | 67 996 | -9,95 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 1 013 | 25,68 | 372 | 12,05 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 130 | 116,67 | 47 | 100,00 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 1 451 | -21,06 | 533 | -29,68 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 14 531 | -33,70 | 5 339 | -41,44 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 18 318 | 418,34 | 1 539 | 6,44 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 18 | 0,00 | 7 | -14,29 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 50 | -29,58 | 18 | -37,93 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 10 | 0,00 | 4 | -25,00 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 3 191 | 2,41 | 1 173 | -8,86 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4 708 | 48,33 | 1 730 | 31,98 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 1 059 | 20,62 | 389 | 7,46 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 1 747 | 0,00 | 642 | -11,10 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 54 800 | -13,29 | 20 136 | -22,82 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 10 800 | -12,20 | 3 968 | -21,84 | |||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 94 | 0,00 | 34 | -10,53 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 602 | 248 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 14 079 | 78,46 | 5 173 | 58,88 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 2 597 | 237 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 52 672 | -1,73 | 19 354 | -12,52 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 4 598 | 40,23 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 8 336 | 1,97 | 3 059 | -9,34 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 60 | 0,00 | 22 | -8,33 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 154 761 | -1,63 | 424 305 | -12,43 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 4 867 | -1,97 | 1 788 | -12,74 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 29 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 711 289 | 5,93 | 261 356 | -5,70 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2 301 | -12,04 | 845 | -21,69 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 185 | 0,00 | 68 | -11,84 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 713 | 0,14 | 262 | -10,92 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 117 | 74,63 | 43 | 55,56 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 52 | 19 | ||||||
| 2026-05-11 | 13F | Allianz Se | 216 | 0,00 | 16 | -83,15 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 1 259 | 0,16 | 463 | -10,81 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 6 939 | -3,60 | 2 550 | -14,20 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 270 | -99,83 | 99 | -38,89 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 910 | -5,31 | 334 | -15,66 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 39 848 | 55,64 | 14 642 | 38,54 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 698 | 256 | ||||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 23 | -67,61 | 8 | -72,41 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 31 988 | 8,34 | 13 205 | 11,10 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 195 895 | 4,91 | 71 952 | -6,64 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 303 | 65,57 | 0 | |||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 43 | 0,00 | 16 | -11,76 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 121 | 0,00 | 44 | -10,20 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 50 | 0,00 | 18 | -10,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 75 | 0,00 | 28 | -12,90 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 8 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 49 486 | 1,11 | 18 183 | -10,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 80 573 | 0,89 | 29 606 | -10,19 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 3 881 | 0,86 | 1 426 | -10,20 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 11 330 | 5,88 | 4 163 | -5,75 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 033 250 | -1,24 | 747 097 | -12,09 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 20 233 | 0,00 | 7 152 | -15,02 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 18 082 | 2,73 | 6 644 | -8,56 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 1 147 | 2,69 | 421 | -8,68 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2 719 | 0,00 | 1 | -100,00 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 995 | 0,00 | 366 | -10,98 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 4 057 | 19,29 | 1 491 | 6,20 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 619 | -2,98 | 230 | -8,73 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 1 094 | 0,00 | 402 | -11,09 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 1 545 | 13,35 | 568 | 0,89 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 981 | 0,00 | 360 | -10,89 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 12 198 | -3,91 | 4 482 | -14,47 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 1 469 | -3,10 | 540 | -13,76 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 3 796 | -3,83 | 1 395 | -14,43 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 1 095 | -5,60 | 402 | -15,90 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 16 081 | 149,74 | 5 909 | 122,36 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 1 682 | 6,39 | 618 | -5,21 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 3 035 | -5,10 | 1 115 | -15,47 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 426 | 1,43 | 158 | -8,67 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 5 376 | -2,98 | 1 975 | -13,64 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 9 779 | 3,05 | 3 790 | -3,64 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 625 | 0,00 | 230 | -10,89 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 63 175 | 413,78 | 23 213 | 357,40 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1 154 | -33,64 | 424 | -41,00 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 1 723 | 0,00 | 633 | -10,97 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 964 | -86,77 | 354 | -88,23 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1 716 | -5,82 | 630 | -16,22 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 736 | -9,69 | 270 | -19,64 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 91 387 | -6,24 | 33 579 | -16,54 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 1 460 | -74,53 | 537 | -77,35 | ||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 11 | 4 | ||||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 3 725 | 3,82 | 1 369 | -7,57 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 549 417 | -3,84 | 936 758 | -14,40 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 946 | -8,51 | 348 | -18,54 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 187 508 | 2,77 | 68 898 | -8,51 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 941 | 0,43 | 346 | -10,62 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 3 432 | 326,87 | 1 | |||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 235 025 | 27,44 | 86 437 | 13,47 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 21 | -4,55 | 8 | -22,22 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 3 379 | -3,76 | 1 242 | -14,35 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 11 272 | -4,17 | 4 142 | -14,71 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 21 681 | -2,97 | 7 966 | -13,63 | ||||
| 2026-05-15 | 13F | Clifford Group, LLC | 29 165 | 4,49 | 10 716 | -6,99 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 9 324 | 0,11 | 3 426 | -10,90 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 2 680 | 11,76 | 985 | -0,51 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 1 016 | -70,43 | 373 | -73,70 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 1 570 | 0,00 | 648 | 2,69 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 55 | 0,00 | 20 | -9,09 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 4 112 | -0,17 | 1 709 | 2,58 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Eastern Bank | 108 | -80,40 | 40 | -82,82 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 2 502 | 113,85 | 919 | 90,66 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 1 420 | 4,41 | 522 | -7,13 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 930 | -7,92 | 380 | -8,87 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 3 751 | -61,35 | 1 378 | -65,60 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 2 468 | 0,04 | 907 | -11,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 11 408 | -1,70 | 4 192 | -12,51 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 800 | 0,00 | 294 | -11,21 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 1 833 | -6,34 | 673 | -16,60 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 53 214 | -4,07 | 19 553 | -14,61 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 10 923 | 18,86 | 4 014 | 133 666,67 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 2 008 | 0,05 | 738 | -10,99 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 283 | 152,68 | 117 | 157,78 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 2 622 | -34,20 | 1 | -100,00 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 1 170 | 0,00 | 435 | -5,84 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2 443 | -1,17 | 898 | -12,06 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 3 108 | 0,00 | 1 142 | -10,92 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 10 575 | -0,10 | 3 886 | -11,08 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 043 | 54,77 | 751 | 37,87 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 1 288 | 0,00 | 473 | -10,92 | ||||
| 2026-05-06 | 13F | Virtus Family Office LLC | 569 | 0,00 | 209 | -10,68 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 1 187 | 0,00 | 436 | -10,84 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 7 427 | -25,60 | 2 729 | -33,76 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 300 | 0,00 | 110 | -10,57 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 9 075 | 15,99 | 3 335 | 3,25 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 89 305 | 2,61 | 32 814 | -8,66 | ||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 3 250 | 0,00 | 1 194 | -10,96 | ||||
| 2026-04-10 | 13F | Novem Group | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 6 979 | -5,36 | 2 564 | -15,74 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 77 | -25,24 | 28 | -33,33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 6 577 | 6,84 | 2 417 | -4,92 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 44 115 | -0,44 | 16 210 | -11,37 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 53 499 | 19 658 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 93 265 | 0,69 | 34 269 | -10,37 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 747 | 0,13 | 274 | -11,04 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 2 780 | -67,70 | 1 021 | -71,26 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 8 266 | -19,00 | 3 038 | -27,90 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 2 418 | 0,00 | 888 | -11,02 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 150 | 62 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 12 380 | 8,23 | 4 549 | -3,66 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 61 | 0,00 | 22 | -12,00 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Addison Advisors LLC | 348 | 22,97 | 128 | 9,48 | ||||
| 2026-05-12 | 13F | NFC Investments, LLC | 704 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 1 609 | 0,00 | 591 | -10,99 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 1 406 | 0,00 | 517 | -11,03 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 859 017 | -1,84 | 315 637 | -12,62 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 804 | 0,00 | 295 | -10,88 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 47 148 | 7,68 | 17 324 | -4,15 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 30 770 | 0,73 | 11 306 | -10,33 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 3 428 | 16,80 | 1 260 | 3,96 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 21 578 | -1,01 | 8 907 | 1,53 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 20 651 | -2,54 | 7 587 | -13,93 | ||||
| 2026-02-17 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 8 934 | -5,12 | 3 283 | -15,54 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1 413 | 0,07 | 519 | -10,82 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 3 684 | -12,76 | 1 354 | -22,32 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 1 168 | 0,00 | 429 | -11,00 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 571 184 | -3,10 | 209 876 | -13,74 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4 069 | 19,33 | 1 495 | 6,25 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 26 832 | -7,49 | 9 859 | -17,65 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1 280 | 0,08 | 470 | -10,82 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 9 895 | 2,50 | 3 636 | -8,76 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 2 194 | -13,83 | 806 | -23,24 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 32 | -21,95 | 0 | |||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1 650 | 0,00 | 606 | -11,01 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1 522 | 0,00 | 559 | -10,99 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 1 347 | -6,39 | 495 | -16,69 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 555 | 204 | ||||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 21 811 | 12,35 | 7 710 | -4,47 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 5 177 | 0,00 | 1 902 | -10,96 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 103 956 | -3,17 | 38 198 | -13,80 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 9 | 3 | ||||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 550 | 0,00 | 202 | -11,01 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 769 | -5,99 | 283 | -16,32 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 592 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 4 394 | 1,36 | 1 615 | -9,78 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 864 | 0,00 | 317 | -10,96 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 11 760 | 5,00 | 4 321 | -6,55 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 581 | 0,00 | 214 | -10,88 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 45 713 | 3,89 | 16 797 | -7,52 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Natural Investments, Llc | 1 032 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 3 324 | 0,73 | 1 221 | -10,42 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 39 324 | 344,34 | 14 449 | 295,65 | ||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 792 | 0,00 | 295 | -9,51 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 7 883 | 2 897 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 9 636 | 37,62 | 3 540 | 22,49 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 713 | 0,00 | 262 | -8,74 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 22 972 | 0,02 | 8 441 | -10,96 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 4 800 | -71,32 | 1 764 | -74,48 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 983 | 0,10 | 361 | -10,86 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 14 | 0,00 | 5 | 0,00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3 018 | 0,00 | 1 109 | -11,00 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 5 927 | -7,61 | 2 178 | -17,76 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 1 241 | -0,24 | 456 | -11,31 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9 220 | 0,11 | 2 998 | -21,15 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 1 036 | 0,00 | 381 | -11,01 | ||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 78 | 550,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 286 053 | 23,54 | 105 169 | 9,98 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 308 | 142,52 | 113 | 117,31 | ||||
| 2026-02-06 | 13F | Cornerstone Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 226 498 | 75 906,04 | 83 225 | 67 561,79 | ||||
| 2026-05-15 | 13F | Fmr Llc | 41 002 | 6,33 | 15 066 | -5,35 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 977 | 0,00 | 359 | -10,92 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 56 | 0,00 | 21 | -13,04 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 2 508 | -3,02 | 922 | -13,68 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 10 320 | 1 347,41 | 3 792 | 1 189,46 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 4 052 | 3,18 | 1 489 | -8,15 | ||||
| 2026-04-20 | 13F | City State Bank | 2 597 | 13,06 | 954 | 0,63 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 9 530 | 400,00 | 790 | 0,38 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 4 275 | 31,34 | 1 571 | 16,90 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 119 065 | 1,90 | 43 749 | -9,29 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 9 984 | 53,79 | 3 669 | 36,92 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 41 822 | 11,08 | 15 367 | -1,11 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 89 900 | -18,37 | 33 033 | -27,33 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 8 526 | -6,85 | 3 133 | -14,96 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 106 | 39 | ||||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 1 718 | -2,83 | 631 | -13,44 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 4 540 | -0,26 | 1 668 | -11,18 | ||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 957 | 0,00 | 352 | -11,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 749 477 | 0,22 | 275 388 | -10,79 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 043 | -10,78 | 383 | -20,54 | ||||
| 2026-01-29 | 13F | Comerica Bank | 228 033 | -34,53 | 94 125 | -32,85 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 899 | -16,99 | 330 | -26,17 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 1 657 | 8,09 | 609 | -3,80 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 13 378 | 2,77 | 4 916 | -8,52 | ||||
| 2026-01-16 | 13F | Tenon Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3 817 | 1 402 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 857 | -36,99 | 315 | -44,03 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 25 122 | 0,24 | 9 | -10,00 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 533 | -54,79 | 205 | -58,28 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 12 084 | 7,23 | 4 440 | -4,10 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 9 609 | 9,18 | 3 531 | -2,81 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 43 365 | 3 867,52 | 15 934 | 3 440,89 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 6 851 | 6,22 | 2 517 | -5,45 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 1 017 | -16,30 | 374 | -25,55 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4 638 | 545,96 | 1 704 | 475,68 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 13 290 | 1,66 | 4 883 | -9,51 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 768 | 0,00 | 282 | -11,04 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 1 339 | 9,13 | 492 | -2,77 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 779 | -17,48 | 286 | -26,48 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 454 704 | -64,05 | 167 076 | -67,99 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 5 532 | -5,10 | 2 035 | -15,49 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7 150 | 53,53 | 2 627 | 36,68 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1 104 | 71,16 | 459 | 72,56 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 5 155 | -5,24 | 1 894 | -15,63 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 6 382 | 0,00 | 2 474 | -6,11 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 826 | 0,00 | 304 | -10,88 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15 013 | -0,40 | 5 516 | -11,33 |
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| US:MGK | 87,47 USD |