Podstawowe statystyki
| Właściciele instytucjonalni | 744 total, 742 long only, 0 short only, 2 long/short - change of 12,24% MRQ |
| Średnia alokacja portfela | 0.0934 % - change of 78,06% MRQ |
| Akcje instytucjonalne (długie) | 166 033 333 (ex 13D/G) - change of 1,41MM shares 26,64% MRQ |
| Wartość instytucjonalna (długa) | $ 7 675 643 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Global X Funds - Global X U.S. Infrastructure Development ETF (MX:PAVE) posiada 744 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 166,033,333 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, Bank Of Montreal /can/, Morgan Stanley, Harel Insurance Investments & Financial Services Ltd., LPL Financial LLC, Jpmorgan Chase & Co, Envestnet Asset Management Inc, CIBC Bancorp USA Inc., CIBC Private Wealth Group, LLC, and Wells Fargo & Company/mn .
Global X Funds - Global X U.S. Infrastructure Development ETF (BMV:PAVE) 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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Load All| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 500 | 0,00 | 25 | 8,70 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 14 042 | 714 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 23 829 | 11,45 | 1 211 | 18,51 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 329 | -20,72 | 17 | -15,79 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 95 387 | 3,67 | 4 847 | 10,24 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 1 221 025 | 1,31 | 62 040 | 7,71 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 4 637 | 9,60 | 236 | 16,34 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 165 898 | 353,73 | 8 429 | 382,48 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 29 934 | -1,05 | 1 521 | 5,19 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 28 303 | -4,18 | 1 438 | 143 700,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 61 885 | 68,22 | 3 144 | 78,84 | ||||
| 2026-05-06 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 229 190 | 0,00 | 11 645 | 5,59 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 054 | -3,66 | 54 | -3,57 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 10 151 | 0,50 | 516 | 6,85 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 43 | 0,00 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 14 259 | 26,52 | 725 | 34,57 | ||||
| 2026-05-04 | 13F | Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 62 840 | 33,39 | 3 193 | 41,36 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 115 992 | 5,92 | 5 894 | 12,61 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 14 302 | 1,38 | 727 | 7,72 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 6 028 | 306 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 4 800 | 0,00 | 244 | 6,11 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 28 467 | -4,77 | 1 446 | 1,26 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9 185 | 0,00 | 467 | 6,39 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 136 414 | -38,18 | 6 931 | -34,27 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 15 039 | 54,26 | 777 | 67,10 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 8 460 | 5,98 | 430 | 12,60 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 18 702 | 42,70 | 950 | 51,76 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 309 | 16 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 25 866 | 1 314 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 204 254 | -0,43 | 10 378 | 5,87 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 7 700 | 60,42 | 391 | 70,74 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1 884 | 181,19 | 96 | 196,88 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 19 102 | 971 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 4 767 | 0,00 | 268 | 2,68 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 274 026 | 1,56 | 13 923 | 7,98 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 120 731 | 0,36 | 6 134 | 6,27 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 537 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 5 056 | 0,56 | 257 | 6,67 | ||||
| 2026-05-06 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 647 770 | 0,00 | 32 913 | 5,60 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7 933 | -25,87 | 403 | -21,14 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 26 310 | 1 337 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 26 392 | -7,90 | 1 341 | -2,12 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 566 157 | 1,22 | 27 011 | 1,39 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 800 | 0,00 | 41 | 5,26 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 1 157 | 0,00 | 59 | 7,27 | ||||
| 2026-04-06 | 13F | CX Institutional | 162 205 | -35,51 | 8 | -33,33 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 9 775 | 22,57 | 497 | 30,18 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 70 397 | -3,03 | 3 577 | 3,08 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 75 537 | 43,91 | 3 838 | 53,03 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 210 477 | 0,73 | 10 694 | 7,09 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 4 060 | 206 | ||||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 5 992 | 304 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 18 200 | 925 | ||||||
| 2026-01-28 | 13F | Cabana Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 69 338 | 33,84 | 3 584 | 44,81 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 392 | 67 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 24 209 769 | -1,76 | 1 230 098 | 4,45 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 83 786 | -0,33 | 4 257 | 5,97 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 11 916 | -95,20 | 605 | -94,90 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 079 818 | -5,75 | 51 604 | 95 462,96 | ||||
| 2026-05-15 | 13F | EFG International AG | 82 000 | -1,80 | 4 166 | 4,41 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4 525 | 247 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 34 703 | -3,31 | 1 763 | 2,80 | ||||
| 2026-05-13 | 13F | Invst, LLC | 26 106 | -2,46 | 1 326 | 3,67 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1 098 | 54,21 | 56 | 61,76 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 110 | -88,02 | 6 | -86,05 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 30 | 0,00 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 14 612 | -8,37 | 742 | -2,62 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 137 667 | -0,44 | 6 915 | 4,13 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 10 378 | 2,06 | 527 | 8,66 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 837 150 | 6,71 | 42 536 | 13,45 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1 205 | 0,67 | 61 | 7,02 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 30 084 | 5,90 | 1 529 | 4,59 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 12 213 | 66,62 | 621 | 77,14 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 4 211 | 0,00 | 201 | 0,00 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 15 317 | -0,65 | 778 | 5,71 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6 410 678 | 35,35 | 315 341 | 39,31 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 5 337 | -0,54 | 271 | 5,86 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 800 | 0,00 | 41 | 5,26 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 100 857 | 12,82 | 5 125 | 19,94 | ||||
| 2026-04-08 | 13F | Exchange Bank | 10 894 | 63,79 | 554 | 74,45 | ||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | Call | 100 000 | 5 081 | |||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5 192 | 286 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 5 052 | 0,00 | 257 | 6,22 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 43 213 | 2 196 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 28 758 | 11,35 | 1 461 | 18,40 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 10 198 | -0,23 | 518 | 6,15 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 101 | 5,21 | 5 | 25,00 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 2 684 | 0,00 | 136 | 6,25 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 94 | 5 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 65 343 | 3 | ||||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 8 304 | 0,07 | 422 | 6,31 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 128 447 | 8,72 | 6 526 | 15,61 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 520 | 0,78 | 26 | 8,33 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 64 740 | 24,18 | 3 289 | 32,04 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 891 | 0,00 | 45 | 7,14 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 650 | 0 | ||||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 3 969 | 202 | ||||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1 625 956 | 8,83 | 82 615 | 15,70 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 156 752 | 2,82 | 7 965 | 9,32 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 28 243 | 9,60 | 1 435 | 16,57 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 162 940 | 3,56 | 8 279 | 10,09 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 55 | 3 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 35 890 | 6,35 | 1 824 | 13,09 | ||||
| 2026-05-11 | 13F | Lummis Asset Management, LP | 70 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 185 | 0,00 | 9 | 12,50 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 7 143 | -21,33 | 395 | -15,63 | ||||
| 2026-01-21 | 13F | Heritage Oak Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 115 273 | 0,62 | 5 857 | 7,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 362 195 | 5,07 | 18 403 | 11,71 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 3 000 | -11,76 | 152 | -6,17 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 16 141 | -5,82 | 1 | |||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 671 | 294,71 | 34 | 325,00 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 5 099 | -5,84 | 259 | 0,39 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 6 500 | 0,00 | 330 | 0,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 282 611 | 0,29 | 14 359 | -0,32 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 10 469 | -3,43 | 532 | 2,51 | ||||
| 2026-04-21 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 200 | 0,00 | 10 | 11,11 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 48 740 | 2,25 | 2 476 | 8,74 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 29 684 | -2,60 | 1 508 | 3,57 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 11 279 | 0,00 | 573 | 6,31 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 545 | 0,00 | 28 | 3,85 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 50 560 | 2 787 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 234 | 13 | ||||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 17 245 | 4,24 | 876 | 10,89 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 983 958 | -0,66 | 54 580 | 10,28 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 5 768 | 0,09 | 293 | 6,55 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 168 318 | -4,32 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 94 045 | 4 439 | ||||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 1 005 | 51 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 27 781 | 13,40 | 1 116 | -4,70 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 7 385 | 0,00 | 375 | 6,53 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 333 425 | 93,73 | 16 941 | 105,99 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 379 930 | 2,27 | 19 304 | 8,74 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 60 | 100,00 | 3 | 200,00 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 37 983 | 118,68 | 1 930 | 132,41 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 76 | 0,00 | 4 | 0,00 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 10 876 | -1,32 | 553 | 4,94 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 4 500 | 0,00 | 229 | 5,56 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 107 127 | -0,09 | 5 155 | 0,94 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 90 990 | 15,59 | 4 623 | 22,92 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 117 840 | 34,15 | 6 | 25,00 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 2 695 326 | 300,01 | 136 950 | 325,29 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7 088 | -22,25 | 360 | -17,24 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 290 | 0,00 | 116 | 6,42 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 76 | 0,00 | 4 | 0,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 380 581 | 14,52 | 19 | 26,67 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 9 116 | 18,74 | 463 | 26,50 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 228 | -18,57 | 12 | -15,38 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 4 351 | -58,21 | 208 | -58,18 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5 541 | 282 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 156 | 8 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 120 | 0 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 300 | 15 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24 099 | 124,62 | 1 224 | 139,06 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 92 | 0,00 | 5 | 0,00 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 95 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 274 142 | 32,13 | 13 647 | 37,64 | ||||
| 2026-04-10 | 13F | Finivi Inc. | 15 093 | 0,02 | 767 | 6,24 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 3 000 | 152 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 90 936 | -0,56 | 4 620 | 5,72 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 17 993 | 10,35 | 914 | 17,33 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 63 | 0,00 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 33 461 | -6,66 | 1 700 | -0,76 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 195 | 0,00 | 10 | 0,00 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5 200 | 0,00 | 264 | 6,45 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5 861 | 0,00 | 280 | 0,36 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 20 | 1 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 6 812 | -9,02 | 346 | -3,08 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3 935 893 | 14,97 | 199 776 | 22,52 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 23 639 | -13,26 | 1 201 | -8,39 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 11 890 | -1,65 | 604 | 4,68 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 19 310 | 0,31 | 981 | 6,75 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 11 712 | 0,00 | 595 | 6,44 | ||||
| 2026-02-17 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 4 383 | 223 | ||||||
| 2026-05-13 | 13F | Laffer Investments | 10 000 | 508 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 768 | 0,00 | 39 | 8,33 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Security National Bank | 3 790 | -0,71 | 193 | 5,49 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 16 695 | 33,86 | 848 | 42,04 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 26 275 | 7,30 | 1 335 | 14,10 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 3 937 | 200 | ||||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 49 547 | 2 517 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 607 | 0,33 | 31 | 7,14 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4 571 | 26,17 | 232 | 34,10 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 129 724 | 45,29 | 4 013 | -10,96 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 5 401 | 0,00 | 274 | 6,20 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 250 | 0,00 | 13 | 9,09 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 49 | 0 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1 880 | 0,00 | 96 | 6,74 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 14 502 | -0,19 | 737 | -1,34 | ||||
| 2026-04-15 | 13F | Peoples Bank/KS | 4 050 | 206 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1 182 | 0,00 | 60 | 7,14 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 17 141 | -55,40 | 871 | -52,61 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 26 832 | -9,27 | 1 364 | -3,54 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4 350 | 0,05 | 221 | 6,76 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 28 941 | -21,29 | 1 470 | -16,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 71 887 | -25,24 | 3 653 | -20,52 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 758 | 5,57 | 39 | 11,76 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 5 352 | 4,59 | 272 | -4,24 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 31 432 | 1 597 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 8 404 | 7,69 | 403 | 8,63 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 184 315 | 1,15 | 9 365 | 6,25 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 26 329 | 0,91 | 1 338 | 7,30 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 2 110 | 107 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 102 051 | -1,24 | 5 185 | 4,56 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 29 078 | 2,37 | 1 477 | 8,77 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 37 141 | 5,16 | 1 887 | 11,86 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 7 951 | -33,58 | 404 | -29,55 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 78 898 | 4 009 | ||||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 9 628 | -5,60 | 489 | 0,41 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 4 155 | 211 | ||||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 9 382 | 0,67 | 477 | 6,97 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 33 336 | 0,01 | 1 694 | 6,34 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 39 080 | 0,00 | 1 872 | 0,81 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 651 | -21,09 | 33 | -15,38 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 800 | 0,00 | 41 | 5,26 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 37 032 | -62,20 | 1 882 | -59,82 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 6 918 | 7,01 | 352 | 13,96 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 37 567 | -9,24 | 1 909 | -3,54 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 53 000 | 35,36 | 2 693 | 43,88 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 925 | 47 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 6 545 | 0,00 | 333 | 6,41 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 2 545 | 0,00 | 111 | -9,09 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 359 306 | 18 256 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 19 848 | 55,03 | 1 008 | 64,98 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 2 443 | 0,00 | 124 | 6,90 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 86 | 72,00 | 4 | 100,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 728 | -45,53 | 189 | -42,20 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 49 520 | 3,84 | 2 367 | 4,18 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 193 855 | 10,48 | 9 850 | 17,46 | ||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 158 430 | 4,42 | 8 050 | 11,01 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4 408 | 0,41 | 224 | 6,70 | ||||
| 2026-01-27 | 13F | DSG Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Destination Wealth Management | 630 654 | -0,95 | 32 044 | 5,31 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 9 330 | 50,12 | 474 | 59,60 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 9 658 | 7,03 | 491 | 13,69 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 470 | 24 | ||||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 32 235 | 627,32 | 1 638 | 675,83 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 5 135 | 0,65 | 261 | 7,00 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 6 492 | 16,93 | 330 | 24,15 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 195 365 | 9 926 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 50 184 | 142,00 | 2 550 | 157,21 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 7 659 | 2,70 | 389 | 9,27 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 41 712 | 16,34 | 2 119 | 23,70 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 24 109 | -1,77 | 1 225 | -8,79 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 76 | 35,71 | 4 | 50,00 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 4 096 | 208 | ||||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 450 | 0,00 | 23 | 4,76 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 610 656 | 8,06 | 81 837 | 14,88 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 83 250 | 135,10 | 4 230 | 149,94 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 671 | -59,84 | 34 | -56,96 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 538 | -4,61 | 27 | 3,85 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 88 760 | -0,22 | 4 510 | 6,07 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 22 339 | 26,22 | 1 135 | 34,32 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 295 | 45,32 | 15 | 55,56 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 17 013 | 875 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 556 | 28 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 82 632 | 4,37 | 4 199 | 10,97 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 297 545 | 31,67 | 65 928 | 39,99 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 129 135 | 2,92 | 6 561 | 9,42 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 5 437 | 21,20 | 276 | 28,97 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 131 000 | 0,00 | 5 105 | 0,00 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 82 125 | -9,87 | 4 173 | -4,18 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 235 | 0,00 | 12 | 0,00 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 8 705 | -0,54 | 442 | 5,74 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 6 787 | -9,74 | 0 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 294 | 0,00 | 15 | 0,00 | ||||
| 2026-01-16 | 13F | Compagnie Lombard Odier SCmA | 0 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 8 675 381 | 13,73 | 440 796 | 20,92 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1 079 | 509,60 | 55 | 575,00 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 9 972 | -20,79 | 501 | -17,87 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 440 804 | -10,34 | 22 | -4,35 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 4 285 | 0,54 | 218 | 6,90 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 7 820 | 1,51 | 397 | 7,88 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 544 594 | 16,14 | 27 671 | 23,48 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 43 988 | 2 235 | ||||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 153 554 | 1,97 | 7 802 | 7,67 | ||||
| 2026-01-07 | 13F | Envision Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 30 548 | 307,31 | 1 552 | 333,52 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 31 724 | 1,28 | 1 612 | 7,62 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 767 | 0,66 | 39 | 5,56 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 10 000 | -42,04 | 508 | -38,35 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 91 163 | 2 375,91 | 4 632 | 2 546,29 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 17 372 | 883 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 448 | 0,45 | 23 | 4,76 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 20 070 | -42,49 | 1 020 | -38,87 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 5 115 | 260 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 81 439 | 4,94 | 4 138 | 11,57 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4 473 | 0,63 | 227 | 7,08 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 35 | 2 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 44 | 2 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 281 | 14 | ||||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 11 349 | -35,50 | 577 | -31,43 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 16 300 | 828 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 21 260 | 73,52 | 1 080 | 84,62 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 545 | 0,00 | 28 | 3,85 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 8 406 | 8,21 | 427 | 15,09 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 31 972 | -0,14 | 1 653 | 7,97 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1 816 958 | 2,99 | 92 320 | 8,87 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 7 249 | -47,18 | 368 | -43,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 40 600 | 119,46 | 2 063 | 133,26 | |||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 12 729 | -0,15 | 1 | |||||
| 2026-04-08 | 13F | Warner Financial, Inc | 5 843 | 0,31 | 297 | |||||
| 2026-05-04 | 13F | Entelevest, LLC | Call | 100 | 5 | |||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 6 292 | 1,80 | 320 | 8,14 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 7 575 | 29,95 | 385 | 38,13 | ||||
| 2026-05-15 | 13F | Fmr Llc | 82 421 | 11,30 | 4 188 | 18,31 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 137 777 | 5,44 | 7 000 | 12,11 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15 260 | 44,59 | 1 | |||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 37 615 | 3,89 | 1 911 | 10,46 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 15 279 | 8,33 | 776 | 15,13 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 8 519 | -39,77 | 433 | -36,00 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 15 703 | 3,70 | 798 | 10,24 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1 617 | -4,43 | 77 | -3,75 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Provident Co of the Employees of the Hebrew University LTD | 103 955 | 60,30 | 5 282 | 69,26 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 265 338 | -2,22 | 13 482 | 3,96 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 6 | -93,55 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 4 759 | 0,30 | 242 | 6,64 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 688 | 0,00 | 35 | 6,25 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 14 756 | 9,35 | 750 | 16,30 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 6 097 | -5,52 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 9 689 | 0,00 | 498 | 2,89 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 13 348 | -22,71 | 678 | -17,82 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 21 834 | 0,39 | 1 109 | 6,02 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 26 | 0,00 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 27 436 | 1 394 | ||||||
| 2026-05-14 | 13F | Main Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 107 | 0,00 | 56 | 7,69 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 4 669 | 2,17 | 237 | 8,72 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 14 723 | -2,02 | 748 | 3,03 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 94 151 | 1,23 | 4 784 | 7,63 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 1 567 475 | 46,03 | 79 643 | 55,26 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 4 224 | 0,00 | 215 | 6,47 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 23 133 | 69,86 | 1 175 | 79,39 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 59 279 | -14,44 | 3 012 | -9,06 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 36 475 | 624,14 | 1 853 | 672,08 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 20 308 | -0,44 | 1 032 | 5,85 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 225 | -92,49 | 11 | -92,31 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 5 915 | 0,00 | 301 | 6,38 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 25 499 439 | 3,67 | 1 295 627 | 10,23 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 62 123 | 6,51 | 3 156 | 13,24 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3 652 125 | 6,70 | 174 535 | 7,06 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 572 | 0,00 | 29 | 7,41 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 17 496 | 2,47 | 889 | 8,82 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 25 880 | 10,47 | 1 315 | 17,43 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 10 530 | -12,47 | 535 | -6,79 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2 205 | 0,00 | 112 | 6,67 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 567 871 | 5,98 | 28 854 | 12,67 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 1 968 466 | 2,66 | 100 018 | 9,14 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1 943 | 0,00 | 99 | 6,52 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 4 539 | 0,11 | 231 | 6,48 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 6 904 | 351 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 8 284 | -5,69 | 421 | 0,24 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 4 400 | -39,60 | 224 | -36,29 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 82 869 | -11,94 | 4 211 | -6,38 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 13 549 | 0,39 | 688 | 6,67 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 102 288 | 30,82 | 5 197 | 39,11 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6 318 | 1,64 | 302 | 1,69 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 46 328 | -31,18 | 2 354 | -26,86 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 7 355 | 1 514 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 28 586 | 4,30 | 1 452 | 10,92 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 89 379 | 2,99 | 4 541 | 9,50 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 1 500 | 0,00 | 71 | 9,23 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 62 | 3 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 206 896 | 0,84 | 10 512 | 7,22 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 17 160 | 5,15 | 872 | 11,81 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 10 212 | 10,86 | 519 | 17,73 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 9 073 | 461 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 45 683 | 52,29 | 2 321 | 61,97 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 16 118 | 21,88 | 819 | 29,64 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 228 | 12 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 5 130 | 21,45 | 261 | 29,35 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 4 999 | 0,46 | 254 | 7,17 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 9 170 | 3,09 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 202 779 | 23,82 | 61 126 | 31,57 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 133 962 | 2,85 | 6 854 | 10,16 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 455 | 23 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 63 | 3 | ||||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 24 353 | 1 237 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 4 532 | -2,58 | 230 | 3,60 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 4 579 | 233 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 1 493 832 | 132,54 | 76 | 150,00 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 31 813 | -13,67 | 1 616 | -8,23 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 262 | 0,00 | 13 | 8,33 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 12 071 | 613 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 717 | 12,56 | 36 | 20,00 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 518 | 0,58 | 26 | 8,33 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 17 597 | 0,00 | 894 | 6,43 | ||||
| 2026-01-22 | 13F | Hager Investment Management Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15 268 | -3,29 | 842 | 4,34 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 10 049 | -6,16 | 511 | -0,20 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 1 018 309 | -0,87 | 51 740 | 5,40 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 62 541 | -4,85 | 3 178 | 1,15 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 876 826 | 69,53 | 44 552 | 79,01 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 261 279 | 1,26 | 13 276 | 6,93 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 4 385 | -10,24 | 223 | -4,72 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 14 141 | -12,73 | 719 | -7,47 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 44 201 | 6,81 | 2 246 | 13,56 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 4 947 | 251 | ||||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 273 | 0,00 | 14 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 875 996 | 16,92 | 44 509 | 24,31 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 4 000 | 0,00 | 203 | 5,73 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5 613 | -12,05 | 289 | -9,43 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 43 186 | 7,00 | 2 194 | 13,80 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 6 289 | -3,97 | 320 | 2,24 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 35 947 | 558,37 | 1 826 | 602,31 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 30 081 | 1,39 | 1 528 | 7,83 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 421 | -94,46 | 20 | -94,48 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 500 | 25 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 25 543 | -0,86 | 1 298 | 5,36 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 6 828 | 3,96 | 347 | 10,54 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 393 120 | 2,44 | 19 974 | 8,92 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 27 565 | -0,36 | 1 401 | 5,90 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 48 323 | 31,01 | 2 455 | 39,33 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 1 871 750 | 0,00 | 95 | 6,74 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 26 616 | -14,43 | 1 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 67 889 | 581,82 | 3 449 | 626,11 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 486 | -37,77 | 25 | -35,14 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 70 233 | -28,05 | 3 612 | -25,05 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 36 420 | 3,84 | 1 850 | 10,38 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 39 243 | -3,47 | 1 987 | 2,27 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 22 575 | 0,00 | 1 147 | 6,40 | ||||
| 2026-05-13 | 13F | Fund Advisors of America Inc/FL | 5 512 | -0,51 | 280 | 6,06 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 4 000 | 0,00 | 203 | 6,28 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 7 367 | -0,93 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 614 | -24,48 | 34 | -20,93 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 319 338 | -48,90 | 16 226 | -45,67 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 105 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 30 885 | 111,95 | 1 569 | 125,43 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 9 344 | 4,12 | 475 | 10,72 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 13 047 | -29,76 | 741 | -22,51 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 63 | 1 475,00 | 3 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 21 217 | 67,12 | 1 078 | 77,89 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 7 135 | -21,52 | 363 | -16,59 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 70 693 | 108,53 | 4 | 200,00 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 47 247 | 8,61 | 2 668 | 25,14 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 20 682 | -29,97 | 1 051 | -25,58 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 16 557 | 16,90 | 841 | 24,41 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 18 417 | -4,14 | 936 | 1,85 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 4 420 | -3,41 | 225 | 2,75 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6 113 | -6,98 | 311 | -1,59 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 80 | 4 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 40 899 | -57,28 | 2 078 | -54,58 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2 370 | -7,78 | 120 | -1,64 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 109 212 | -15,20 | 5 549 | -9,83 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 20 129 | 10,51 | 1 023 | 17,47 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 4 257 | 0 | ||||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 9 809 | 498 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 6 528 | 0,00 | 332 | 5,41 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 5 279 | 0,44 | 252 | 0,80 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 18 706 | -30,30 | 950 | -25,90 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2 000 566 | -10,21 | 101 654 | -4,54 | ||||
| 2026-05-14 | 13F | Menora Mivtachim Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 21 642 | -1,78 | 1 100 | 4,37 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 32 667 | -1,97 | 1 660 | 4,21 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 65 321 | -0,24 | 3 319 | 6,04 | ||||
| 2026-04-29 | 13F | Koa Wealth Management, LLC | 30 844 | -5,49 | 1 567 | 0,51 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 6 286 | 7,01 | 319 | 13,93 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 17 730 | 94,77 | 901 | 106,90 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 5 447 | 3,32 | 277 | 9,96 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 606 022 | 0,39 | 30 792 | 6,73 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 48 300 | -5,52 | 2 454 | 0,49 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 7 850 | 2,61 | 399 | 9,04 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5 281 | -11,67 | 268 | -5,96 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 46 950 | 88,04 | 2 386 | 99,92 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 255 977 | 3,43 | 13 006 | 9,97 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 27 772 | 0,18 | 1 411 | 6,57 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 22 014 | -72,00 | 1 119 | -70,24 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 10 660 740 | 4,33 | 541 672 | 10,92 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 11 277 | -3,76 | 573 | 2,50 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 759 | 0,00 | 39 | 5,56 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 16 949 | 1,07 | 861 | 7,49 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 275 | 0,00 | 14 | 0,00 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 7 790 | 149,28 | 396 | 165,10 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 64 692 | -15,38 | 3 287 | -10,05 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 7 640 | 17,50 | 388 | 25,16 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 300 | 0,00 | 15 | 7,14 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5 556 | 282 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 181 548 | 25,20 | 9 224 | 33,12 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 10 | 0,00 | 1 | |||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 55 260 | -10,05 | 2 808 | -4,36 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 132 333 | 5,23 | 6 724 | 11,88 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 14 629 | 13,44 | 743 | 20,62 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 25 648 | 365,14 | 1 303 | 395,44 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 28 351 | 4,23 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 31 683 | 62,39 | 1 514 | 62,97 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 5 315 | 270 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1 692 | 3,68 | 86 | 10,39 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 60 779 | 6,83 | 3 088 | 12,82 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 294 | 913,79 | 15 | 1 300,00 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 6 022 | 36,28 | 306 | 44,55 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 11 081 | 12,14 | 563 | 19,28 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 273 213 | 19,73 | 13 882 | 27,29 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 20 575 | -2,53 | 1 045 | 3,67 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 66 543 | 4,71 | 3 180 | 5,09 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 40 910 | -4,47 | 2 100 | 0,43 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 100 776 | -10,34 | 5 120 | -5,33 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 4 443 | -19,36 | 226 | -14,45 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 5 071 | -4,12 | 258 | 1,98 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 182 | -26,61 | 9 | -18,18 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 5 744 | 255,23 | 275 | 255,84 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2 044 | 0,10 | 104 | 6,19 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 20 156 | -1,96 | 1 024 | 4,28 | ||||
| 2026-04-21 | 13F | Creekside Partners | 5 015 | 0,00 | 255 | 6,28 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 4 330 | 0,00 | 220 | 6,80 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 4 226 | 215 | ||||||
| 2026-05-07 | 13F | REDW Wealth LLC | 52 364 | 4,07 | 2 661 | 10,65 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 284 878 | -19,29 | 14 475 | -14,19 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 106 187 | -2,13 | 5 396 | 4,07 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 6 191 | 3,32 | 315 | 9,79 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 29 544 | 0,01 | 1 501 | 6,38 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 71 395 | -9,17 | 3 628 | -3,43 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 15 620 | 76,76 | 794 | 87,91 | ||||
| 2026-04-23 | 13F | American National Bank | 88 | 0,00 | 4 | 0,00 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 28 053 | 122,94 | 1 425 | 137,10 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 35 060 | -8,11 | 1 781 | -2,30 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 11 474 | 583 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 36 593 | 1 859 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 25 817 | 394,01 | 1 312 | 426,51 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 4 424 | -0,67 | 251 | 11,11 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 213 107 | 3,25 | 10 828 | 9,77 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 112 472 | 16,40 | 5 715 | 23,76 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 191 549 | -59,59 | 9 733 | -57,04 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 335 872 | 4,75 | 17 066 | 11,37 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 27 247 | 43,73 | 1 384 | 52,93 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 13 170 | -12,02 | 669 | -6,43 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 74 833 | 17,27 | 3 802 | 24,70 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 551 407 | 3,40 | 28 017 | 9,93 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 16 068 | -94,72 | 816 | -94,39 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 9 155 | -35,01 | 450 | -33,14 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4 087 573 | 40,23 | 207 690 | 49,09 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 172 227 | -2,27 | 8 751 | 3,89 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 4 742 | 138,05 | 241 | 152,63 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5 000 | -7,41 | 254 | -1,55 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4 344 | 5,41 | 221 | 12,24 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 8 092 | -12,79 | 411 | -7,22 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9 761 | 88,84 | 496 | 100,40 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 33 558 | -8,04 | 1 705 | -2,18 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 8 147 | 414 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 50 925 | -21,33 | 2 588 | -16,36 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 187 277 | -0,86 | 9 516 | 5,41 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 109 269 | 1,09 | 5 552 | 7,47 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 10 224 | -1,21 | 519 | 5,06 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 2 500 | 0,00 | 127 | 6,72 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 82 787 | -30,57 | 4 206 | -26,18 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 220 | -31,25 | 11 | -26,67 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 21 337 | 1 084 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 776 | 0,78 | 39 | 8,33 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 16 462 | -10,47 | 836 | -4,78 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 428 | -14,57 | 22 | -8,70 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 79 127 | 88,96 | 4 020 | 101,50 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 211 277 | -0,75 | 10 736 | 5,52 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 39 410 | 8,34 | 2 002 | 15,19 | ||||
| 2026-04-24 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 19 361 | -2,87 | 984 | 3,26 | ||||
| 2026-04-10 | 13F | Novem Group | 3 963 | 201 | ||||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 69 067 | 7,92 | 3 509 | 14,75 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 206 | 0,49 | 10 | 11,11 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 219 | 0,00 | 11 | 10,00 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 11 677 | 1,33 | 593 | 7,82 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9 031 | 459 | ||||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 37 602 | -5,55 | 1 911 | 0,42 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 7 651 | -0,95 | 389 | 5,15 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 15 984 | 0,43 | 812 | 6,84 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 4 196 | -12,24 | 213 | -6,58 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 51 505 | -39,60 | 2 642 | -37,32 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 7 175 | -0,55 | 365 | 5,81 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 12 000 | 0,00 | 610 | 6,28 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 9 007 | -16,52 | 458 | -11,26 | ||||
| 2026-01-29 | 13F | Comerica Bank | 57 823 | 8,28 | 2 763 | 8,65 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 16 305 | 0,00 | 1 | |||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 21 818 | 112,71 | 1 109 | 126,12 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3 750 | 0,03 | 191 | 6,15 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 5 034 | 49,07 | 256 | 58,39 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 8 938 139 | 43,26 | 454 | 51,84 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 179 531 | 91,40 | 9 122 | 103,50 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 7 678 | 51,50 | 390 | 61,16 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 17 084 | 3,85 | 868 | 10,43 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 36 029 | 5,21 | 1 831 | 11,86 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 8 488 | -1,18 | 431 | 4,36 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 82 279 | 2,12 | 4 181 | 8,57 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 42 244 | -5,18 | 2 147 | 0,80 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 570 | 29 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 10 273 | -13,41 | 522 | -7,95 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 99 448 | 5 047 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 7 809 | 0,66 | 397 | 7,03 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 50 | 3 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 27 430 | -0,03 | 1 394 | 6,25 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 5 084 | 0,00 | 258 | 6,61 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 13 788 | 9,23 | 701 | 16,09 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 9 958 | 8,22 | 506 | 15,03 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1 221 | 0,00 | 62 | 6,90 | ||||
| 2026-05-12 | 13F | Creative Planning | 96 428 | 32,15 | 4 899 | 40,49 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 4 761 | 0,72 | 242 | 7,11 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 18 171 | 15,69 | 923 | 23,07 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 39 934 | -0,53 | 2 029 | 5,79 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 100 | 0,00 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 4 677 | -7,88 | 238 | -2,87 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 25 296 | 1 410 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 304 508 | 22,02 | 14 557 | 22,06 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 4 429 | 0,00 | 225 | 6,64 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 767 | 39 | ||||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 357 | 0,00 | 18 | 5,88 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 460 523 | 17,01 | 23 399 | 129 894,44 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 226 | 11 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 208 | 0,00 | 11 | 11,11 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 250 | -12,18 | 114 | -6,56 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 28 032 | 811,91 | 1 424 | 875,34 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 208 658 | 1,40 | 10 602 | 7,80 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 184 555 | -0,81 | 9 377 | -0,69 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 5 170 | 0,00 | 263 | 6,07 | ||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 10 862 | -48,12 | 552 | -44,90 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 134 | 0,77 | 159 | 7,43 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 911 557 | 3,77 | 46 316 | 10,33 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 743 935 | -0,61 | 37 799 | 5,68 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 490 952 | -14,21 | 24 945 | -8,79 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 40 144 | -0,71 | 2 040 | 4,83 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 4 602 | 234 | ||||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 16 519 | 19,61 | 839 | 27,12 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 4 027 | 205 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 744 | -3,00 | 38 | 5,56 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 7 265 | 369 | ||||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 10 336 | -69,18 | 525 | -67,23 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 62 890 | -0,13 | 3 572 | 18,68 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 25 129 | 1 277 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 4 490 | 0,11 | 228 | 6,54 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 13 451 | 683 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 7 057 | 3,29 | 359 | 9,82 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 68 903 | 24,61 | 3 501 | 32,48 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 3 110 | 6,33 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 31 131 | 7,58 | 1 489 | 7,90 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 119 783 | 11,76 | 6 086 | 18,82 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 4 155 | 211 | ||||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 40 474 | 0,01 | 2 056 | 6,03 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 12 063 | 38,42 | 613 | 46,06 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 128 131 | 2,93 | 6 510 | 9,43 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 3 715 | -39,36 | 203 | -30,82 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 19 386 | -2,66 | 985 | 3,58 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 7 481 | 4,85 | 380 | 8,88 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 15 267 | -0,74 | 776 | 5,44 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 17 107 | 869 | ||||||
| 2026-04-29 | 13F | First Interstate Bank | 763 387 | -37,06 | 38 788 | -33,09 | ||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 11 636 | 66,37 | 591 | 76,95 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 47 269 | -2,45 | 2 402 | 3,71 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 69 248 | -6,81 | 3 519 | -0,93 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 740 | -21,28 | 38 | -15,91 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 1 816 | 0,06 | 0 | |||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 10 300 | -6,69 | 523 | -0,76 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 133 | 58 | ||||||
| 2026-04-24 | 13F | Bayban | 787 | 0,00 | 40 | 5,41 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 665 439 | 1,58 | 33 811 | 8,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 4 300 | 218 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 1 565 | 0,00 | 80 | 6,76 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 13 500 | 25,00 | 686 | 32,75 | |||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 11 125 | 0,00 | 565 | 6,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 737 960 | -4,86 | 88 306 | 1,15 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 57 115 | 3,62 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 6 040 | -6,93 | 307 | -1,29 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 013 | 51 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 70 507 | 20,64 | 3 582 | 28,25 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 604 | 31 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 8 189 | -6,01 | 416 | 0,00 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 118 443 | 0,51 | 6 018 | 6,87 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 64 272 | -0,65 | 3 266 | 5,63 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 20 268 | 1 048 | ||||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 81 054 | 4 118 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 18 931 | 3,38 | 962 | 9,83 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 288 479 | 8,28 | 167 088 | 15,13 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 19 194 | 0,99 | 917 | 1,33 | ||||
| 2026-04-22 | 13F | Motco | 696 | 0,00 | 35 | 6,06 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | 360 Financial, Inc. | 375 953 | 1,43 | 19 102 | 7,84 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 40 658 | 230,53 | 2 066 | 251,79 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 350 534 | -3,84 | 17 811 | 2,23 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 48 292 | 11,64 | 2 454 | 18,67 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 6 992 | -0,50 | 355 | 5,97 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 118 537 | -0,38 | 6 023 | 5,19 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 53 800 | 2 734 | ||||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 8 470 | 3,04 | 430 | 9,69 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6 129 | 0,23 | 311 | 6,51 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 27 502 | 1,42 | 1 397 | 7,88 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 40 219 | 3,94 | 2 044 | 10,49 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 6 636 | -3,57 | 337 | 2,74 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 19 410 | 7,90 | 986 | 14,78 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 5 332 | -15,23 | 271 | -10,00 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 176 | 0,00 | 9 | 0,00 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 30 855 | 0,00 | 1 568 | 5,59 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 39 847 | 2 025 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 11 806 | -0,25 | 600 | 6,02 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 13 918 | 28,63 | 707 | 36,75 | ||||
| 2026-01-16 | 13F | PFS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 50 974 | 9,44 | 2 590 | 16,36 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 334 | 0,00 | 17 | 6,67 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 43 | 0 | ||||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 41 729 | -1,71 | 2 296 | 13,17 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3 738 | 201 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4 027 | 205 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 203 | 0,00 | 10 | 11,11 |
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