Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Gold Trust, to m.in Tiaa-cref Individual & Institutional Services, Llc, Eurizon Asset Management Hungary Ltd., Quent Long Short Global Small Cap Fund, LP, Clear Wave Wealth Management Llc, Oasis Advisors, LLC, Chandler Asset Management, Inc., Wealth Care LLC, Smith, Moore & Co., Larch Capital Partners Llc, Alvarez & Marsal Private Wealth Partners, LLC, Emerald Investment Advisers, LLC, Sanchez Gaunt Capital Management, LLC, Wells Fargo & Company/mn, Banco BTG Pactual S.A., Prevail Innovative Wealth Advisors, Llc, Bayshore Capital Advisors, LLC, Storen Legacy Partners, LLC, Intentional Wealth Strategies, LLC, Philadelphia Investment Partners, LLC, i Addison Capital Co .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-02 | 13F | Aspect Partners, LLC | 73 490 | 4,14 | 6 479 | 13,09 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 2 596 | 233 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 18 371 | 5,77 | 1 593 | 13,06 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 56 | 5 | ||||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 2 553 | 0,04 | 225 | 8,70 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 6 356 | 547 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 735 976 | 3,19 | 222 079 | 15,10 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 55 | 4 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 6 402 | 44,78 | 564 | 57,54 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 72 213 | 12,76 | 6 366 | 22,47 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3 412 | 36,53 | 301 | 48,51 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 10 624 | 0,55 | 937 | 9,22 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 2 100 | 185 | |||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 13 334 | 2,57 | 1 176 | 11,37 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 3 193 | 0,60 | 281 | 9,34 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 155 | 13 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 26 889 | 47,49 | 2 371 | 60,24 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 656 355 | 3,55 | 57 864 | 12,47 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 378 708 | 3,45 | 30 740 | 15,39 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 153 | 188,68 | 13 | 225,00 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 96 218 | 8 483 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 951 | 8,69 | 84 | 16,90 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 315 598 | 1,15 | 27 823 | 9,86 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 99 | 8 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 44 105 | 87,74 | 3 888 | 103,99 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 5 080 | 15,40 | 448 | 25,21 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 11 555 | 33,80 | 1 019 | 45,43 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 69 136 | 21,23 | 6 095 | 31,70 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 118 | 10 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 27 947 | 2 464 | ||||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 13 580 | 132,61 | 1 197 | 153,07 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1 282 | 104 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 448 | 62,91 | 28 | 22,73 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 1 265 | 111 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 3 303 | 32,49 | 291 | 44,06 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 8 755 | 218,36 | 772 | 245,74 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 79 200 | 69,30 | 6 982 | 83,88 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 2 492 | 220 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8 623 425 | 19,94 | 760 241 | 30,27 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 7 030 | 0,54 | 620 | 9,17 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 675 | 60 | ||||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 2 300 | 0 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 13 141 | 4,58 | 1 159 | 13,64 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 283 283 | 1,85 | 24 974 | 10,63 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 39 989 | 1,02 | 3 525 | 9,71 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 19 791 | 1,45 | 1 745 | 10,17 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 2 371 | 209 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5 269 | 0,92 | 473 | 11,58 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 530 161 | 30,12 | 46 739 | 41,32 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 27 919 | 2 461 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 59 395 | 6,10 | 5 236 | 15,25 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 3 172 | 280 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3 148 | 9,27 | 278 | 18,88 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 42 200 | 83,91 | 3 720 | 99,79 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 146 251 | 11,76 | 12 893 | 21,39 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 3 118 | 12,48 | 275 | 21,78 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 3 686 | 299 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 12 823 | 0,05 | 1 130 | 8,65 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 81 171 | 0,06 | 7 156 | 8,69 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 14 300 | 26,55 | 1 261 | 37,40 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 126 520 | 448,97 | 11 154 | 494,25 | ||||
| 2026-05-14 | 13F | Tcw Group Inc | 8 195 | 7,90 | 722 | 17,21 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 114 676 | 8,22 | 10 110 | 126 262,50 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4 172 | 368 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 41 666 | 1,89 | 3 673 | 10,67 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 55 130 | 639,50 | 4 860 | 703,31 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 46 325 | 45,96 | 4 084 | 58,54 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2 930 | 243,49 | 258 | 273,91 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 2 614 | 230 | ||||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 3 859 | 340 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 240 881 | 1,89 | 21 236 | 10,67 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 92 812 | 8 182 | ||||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 742 179 | 170,80 | 65 431 | 194,13 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 2 387 | 210 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 47 | 4 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 295 573 | 2,70 | 114 218 | 11,55 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 105 | -41,57 | ||||||
| 2026-05-15 | 13F | Css Llc/il | 200 040 | 1,41 | 17 636 | 10,14 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 27 748 | 172,28 | 2 446 | 195,77 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 80 705 | 3,69 | 7 238 | 14,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 257 100 | 7,89 | 22 666 | 17,18 | |||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 2 466 | 217 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 90 967 | 0,85 | 8 020 | 9,53 | ||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 341 055 | 30 067 | ||||||
| 2026-04-23 | 13F | Spinnaker Trust | 417 219 | 0,29 | 36 782 | 8,93 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 11 783 | 2,60 | 1 039 | 11,37 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 17 305 | 9,59 | 1 526 | 19,05 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 39 432 | 4,59 | 3 476 | 8,63 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 24 824 | 66,46 | 2 188 | 80,83 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 32 698 | 10,60 | 2 883 | 20,13 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 216 | 19 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 18 763 | 1,74 | 1 654 | 10,49 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1 095 | 75,48 | 97 | 92,00 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 17 361 | 0,58 | 1 531 | 9,21 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 13 904 | 1 226 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 27 393 | 58,67 | 2 415 | 72,31 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 75 410 | 2,26 | 6 648 | 11,08 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 7 252 | 18,63 | 639 | 27,04 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 137 928 | 54,75 | 11 196 | 72,60 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 3 811 | 17,19 | 336 | 27,38 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 110 018 | 0,38 | 9 699 | 9,03 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 14 457 | 1 275 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 13 662 | 34,79 | 1 204 | 46,47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 647 978 | 57,90 | 55 062 | 65,30 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 3 191 | 281 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 13 187 635 | 0,39 | 1 162 622 | 9,03 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2 728 | 240 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 35 500 | 3 130 | |||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 3 373 | 297 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6 920 | 129,75 | 610 | 150,00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 50 998 | 13,67 | 4 496 | 23,46 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 17 890 | 8,37 | ||||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 5 667 | 9,80 | 500 | 19,38 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 135 863 | 6,57 | 12 388 | 19,72 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 116 260 | 13,00 | 10 250 | 36,07 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 11 818 | 0,19 | 1 042 | 8,78 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 154 | 170,18 | 14 | 250,00 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 402 | 35 | ||||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 51 921 | 24,56 | 4 577 | 35,29 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 2 270 | 200 | ||||||
| 2026-05-06 | 13F | Laidlaw Wealth Management LLC | 2 410 | 212 | ||||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 6 842 | 171,72 | 603 | 195,59 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 420 | 37 | ||||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 187 221 | 0,03 | 16 505 | 8,64 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 44 749 | 34,97 | 3 945 | 46,60 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 99 418 | 4,18 | 8 765 | 13,14 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 287 | 23 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 516 500 | 10,88 | 45 535 | 20,43 | |||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 5 977 | 3,32 | 527 | 12,15 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 464 273 | 0,61 | 41 | 8,11 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 4 102 | 0,07 | 362 | 8,73 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 336 900 | 11,19 | 29 701 | 20,77 | |||
| 2026-01-16 | 13F | Trust Co Of Vermont | 7 243 | 76,87 | 588 | 97,64 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 25 659 | 186,18 | 2 262 | 211,14 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 17 021 | 17,60 | 1 501 | 27,01 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 2 750 | 242 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 730 | 0,69 | 64 | 10,34 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 77 256 | 5,00 | 6 811 | 14,03 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 65 388 | 0,48 | 5 832 | -4,46 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 129 044 | 45,13 | 11 376 | 57,63 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 458 291 | 9,75 | 40 403 | 19,20 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 267 | 24 | ||||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 2 712 | 1,73 | 239 | 10,65 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 347 773 | 1,72 | 30 660 | 10,48 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 15 608 | 147,24 | 1 376 | 168,75 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 3 591 | 5,46 | 317 | 14,49 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 2 303 | 203 | ||||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 186 995 | 0,35 | 16 485 | 8,99 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 46 963 | 0,51 | 4 140 | 9,18 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 17 931 | 28,63 | 1 581 | 39,70 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | Call | 62 | 41,86 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 600 475 | 30,71 | 34 140 | -12,72 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3 498 | 10,28 | 308 | 19,84 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 10 977 | 0,01 | 968 | 0,73 | ||||
| 2026-05-06 | 13F | Eq Llc | 73 698 | 0,66 | 6 497 | 9,34 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 19 052 | 11,81 | 1 680 | 21,40 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 66 781 | 6,59 | 5 887 | 15,77 | ||||
| 2026-01-29 | 13F | Comerica Bank | 518 042 | 56,57 | 42 049 | 74,64 | ||||
| 2026-04-07 | 13F | Eastern Bank | 40 639 | 13,67 | 3 583 | 23,47 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 29 620 | 23,27 | 2 611 | 33,90 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 10 594 | 4,78 | 934 | 13,78 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 37 176 | 26,36 | 3 277 | 37,23 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 6 485 | 2,03 | 572 | 10,87 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 21 977 | 10,36 | 1 938 | 14,95 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 49 | 2 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 6 759 | 4,61 | 596 | 13,55 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 12 716 | 0,43 | 1 121 | 9,15 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 5 622 | 10,19 | 504 | 21,74 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 415 374 | 33 716 | ||||||
| 2026-05-13 | 13F | Crcm Lp | 1 249 870 | 73,66 | 111 125 | 90,22 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 2 850 | 251 | ||||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 2 159 | 3,85 | 190 | 13,10 | ||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 6 074 | 0,18 | 535 | 8,74 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 6 307 | 18,93 | 556 | 29,30 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 6 600 | 2,01 | 582 | 10,67 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 11 970 | 1 055 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9 398 | 37,64 | 829 | 49,46 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 8 010 | 11,59 | 706 | |||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 21 848 | 6,82 | 1 926 | 16,02 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 96 | 123,26 | 8 | 166,67 | ||||
| 2026-04-08 | 13F | Exchange Bank | 11 677 | 16,90 | 1 029 | 27,04 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 3 776 | 1,45 | 333 | 9,93 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 9 548 | 842 | ||||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 16 241 | 384,66 | 1 432 | 426,10 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 240 917 | 18,51 | 21 239 | 28,72 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 6 386 | 563 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4 813 | 391 | ||||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 2 287 | 202 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 3 875 | 1,33 | 342 | 10,00 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 109 200 | 9 627 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 14 233 | 30,09 | 1 255 | 41,22 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 28 763 | 16,30 | 2 536 | 26,31 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 26 970 | 0,23 | 2 378 | 8,84 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1 229 | 6,87 | 108 | 16,13 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 4 000 | 6,67 | 353 | 15,79 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 6 210 | 42,46 | 547 | 54,96 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 18 644 | 0,41 | 1 644 | 9,02 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 565 578 | 48,06 | 49 861 | 60,82 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 3 830 | 338 | ||||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 3 426 | 302 | ||||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 121 602 | 10 720 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 4 030 | 355 | ||||||
| 2026-05-13 | 13F | Boston Family Office Llc | 12 420 | 47,49 | 1 | |||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 2 719 | 0,37 | 240 | 9,13 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 6 885 | 6,74 | 607 | 15,87 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 221 | 19 | ||||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 58 820 | 5 186 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 24 145 | 0,41 | 2 129 | 9,07 | ||||
| 2026-05-15 | 13F | Amundi | 42 600 | 432,50 | 3 756 | 478,58 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 79 766 | 7 032 | ||||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 30 733 | 71,40 | 2 709 | 86,19 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 3 606 | 18,97 | 318 | 28,86 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 4 533 | 4,47 | 51 | -3,77 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 2 935 | 0 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 7 307 | 6,13 | 644 | 15,41 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 71 157 | 13,72 | 6 273 | 23,51 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 6 727 | 5,01 | 593 | 14,26 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 159 293 | 16,04 | 14 043 | 26,04 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 129 | 41,76 | 12 | 57,14 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 6 983 | 0,01 | 616 | 8,66 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 53 409 | 35,82 | 4 709 | 47,54 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 66 443 | 6,64 | 5 393 | 18,95 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 6 997 | 22,99 | 617 | 33,62 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 9 123 | 133,92 | 804 | 154,43 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7 905 | 3,17 | 697 | 12,08 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 10 497 | 18,25 | 925 | 28,47 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 21 531 | 3,32 | 1 898 | 12,24 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 81 474 | 1,65 | 7 183 | 10,41 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3 523 | 311 | ||||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4 711 | 415 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | Put | 6 300 | 555 | |||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 61 424 | 5,27 | 5 415 | 14,29 | ||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 393 940 | 411,61 | 34 730 | 455,66 | ||||
| 2026-04-24 | 13F | Alken Asset Management Ltd. | 0 | |||||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 4 726 | 417 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 3 289 | 290 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 3 962 | 10,49 | 349 | 19,93 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 31 220 | 2 752 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 14 627 | 82,72 | 1 242 | 89,91 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 800 107 | 264,97 | 158 697 | 296,41 | ||||
| 2026-05-14 | 13F | Dai-ichi Life International Holdings LLC | 4 022 | 355 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 10 900 | 69,91 | 961 | 84,62 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 5 594 | 125,38 | 493 | 145,27 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 7 946 | 118,00 | 701 | 137,29 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 2 745 | 37,25 | 242 | 49,38 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 80 663 | 21,98 | 7 111 | 32,49 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 52 404 | 22,92 | 4 620 | 33,50 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 4 089 | 0,59 | 360 | 9,42 | ||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 1 885 466 | 67,98 | 166 221 | 82,44 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4 682 | 0,69 | 413 | 9,28 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 585 046 | 2,51 | 51 578 | 11,33 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1 089 | 23,78 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 7 769 | 3,16 | 1 | |||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 32 370 | 3,19 | 2 854 | 12,06 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 209 616 | 4,34 | 18 480 | 13,32 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 751 879 | 0,56 | 66 286 | 9,22 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2 369 | 209 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 17 449 | 1,37 | 1 538 | 10,09 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 7 240 | 9,61 | 638 | 19,03 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 4 197 | 8,98 | 370 | 18,59 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4 281 | 22,98 | 377 | 33,69 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 2 427 | 214 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 9 000 | 793 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 10 073 | 38,92 | 888 | 51,02 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 19 212 | 1 694 | ||||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 72 524 | 7,30 | 6 394 | 16,53 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1 642 015 | 11,75 | 144 760 | 21,38 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 492 | 355,56 | 43 | 437,50 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 88 060 | 0,02 | 7 763 | 8,63 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 4 119 | 363 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 5 447 | 480 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 124 | 14,81 | 11 | 25,00 | ||||
| 2026-05-14 | 13F | Harvest Fund Management Co., Ltd | 149 269 | 20,74 | 13 | 30,00 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 4 248 | 375 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 78 881 | 3,84 | 6 954 | 12,78 | ||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 2 387 | 210 | ||||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 133 472 | 7,83 | 11 767 | 17,11 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 2 796 | 1,45 | 247 | 10,31 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 716 | 52,26 | 151 | 65,93 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 3 492 | 22,01 | 313 | 34,91 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 21 842 | 5,56 | 1 926 | 14,65 | ||||
| 2026-05-07 | 13F | Eurizon Asset Management Hungary Ltd. | 482 015 | 42 494 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 030 | 600,00 | 179 | 673,91 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 083 477 | 118,73 | 87 925 | 142,62 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 15 883 | 12,90 | 1 400 | 22,70 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 16 362 | 0,06 | 1 443 | 8,67 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 10 | 1 | ||||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 2 666 | 23,31 | 235 | 34,29 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 30 471 | 94,27 | 2 686 | 111,00 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 3 899 | 344 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 73 932 | 6,57 | 6 518 | 15,73 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 33 443 | 107,95 | 2 715 | 186,29 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 27 860 | 2 456 | ||||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 43 766 | 7,20 | 3 897 | 17,56 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2 239 | 1,91 | 197 | 10,67 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 70 726 | 0,18 | 6 235 | 8,81 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 6 990 | 18,23 | 616 | 28,60 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 40 489 | 22,71 | 3 698 | 38,09 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 3 044 | 268 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 119 941 | 3,90 | 10 574 | 12,84 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1 326 | 24,98 | 117 | 34,88 | ||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 99 896 | 5,56 | 8 807 | 14,65 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 5 566 | 4,00 | 491 | 12,90 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2 700 347 | 1,48 | 237 833 | 22,82 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 2 812 | 2,25 | 248 | 10,76 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 18 047 | 0,52 | 1 591 | 9,20 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 4 169 | 0,46 | 368 | 9,23 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 75 172 | 0,98 | 6 627 | 9,68 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 5 906 | 33,74 | 521 | 45,25 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5 198 | 1 499,38 | 466 | 1 692,31 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 324 542 | 28 612 | ||||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 4 195 | 17,31 | 370 | 27,24 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2 596 | 225 | ||||||
| 2026-05-01 | 13F | Bensler, LLC | 90 862 | 19,99 | 8 010 | 30,33 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 61 199 | 0,33 | 5 395 | 8,97 | ||||
| 2026-05-11 | 13F | NLB Skladi, upravljanje premozenja, d.o.o. | 16 917 | 3,30 | 1 491 | 12,19 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 51 679 | 6,78 | 4 556 | 15,99 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 17 940 | 1 582 | ||||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 14 834 | 2,76 | 1 308 | 11,61 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 6 210 | 5,01 | 527 | 9,79 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 2 769 | 6,91 | 244 | 16,19 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 67 980 | 0,08 | 5 993 | 8,71 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 4 185 | 3,26 | 369 | 12,20 | ||||
| 2026-05-12 | 13F | Creative Planning | 821 163 | 3,84 | 72 394 | 12,78 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 3 410 | 301 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 15 675 | 1 382 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3 536 | 0,86 | 312 | 9,51 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 18 051 | 3,91 | 1 619 | 14,75 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 9 661 | 26,95 | 852 | 37,93 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 26 687 | 1,89 | 2 353 | 10,63 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 53 557 | 17,61 | 4 722 | 27,73 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 3 509 | 309 | ||||||
| 2026-04-14 | 13F | Legacy Trust | 3 465 | 305 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 5 235 | 1,16 | 462 | 9,76 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 49 | 276,92 | 4 | 300,00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 9 473 | 22,80 | 842 | 16,97 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 57 | 159,09 | 5 | 400,00 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 4 729 | 417 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 6 003 | 7,33 | 529 | 16,78 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 25 | 2 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 4 181 | 15,59 | 369 | 25,60 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 7 171 | 40,69 | 632 | 53,03 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 109 260 | 17,87 | 9 632 | 28,02 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 54 670 | 13,57 | 4 438 | 26,70 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 8 226 | 725 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 3 036 | 0,33 | 268 | 8,98 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 455 470 | 48,01 | 40 154 | 60,76 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 647 | 57 | ||||||
| 2026-02-20 | 13F | SB Capital Management Inc | 6 920 | 562 | ||||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 59 124 | 885,89 | 5 212 | 972,43 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 2 413 | 0 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 63 089 | 40,33 | 5 562 | 52,40 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 107 808 | 1,34 | 9 504 | 10,06 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 128 254 | 4,61 | 11 236 | 8,31 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 43 703 | 3 853 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 51 | 5 000,00 | 4 | |||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 33 153 | 127,90 | 2 923 | 292 100,00 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 73 734 | 3,09 | 6 500 | 11,97 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 58 696 | 7,86 | 5 175 | 17,14 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 9 169 | 230,65 | 808 | 259,11 | ||||
| 2026-04-10 | 13F | Novem Group | 17 655 | 2,59 | 1 556 | 11,46 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 2 522 | 38,57 | 222 | 51,02 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 2 287 | 202 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 4 259 | 42,39 | 375 | 54,96 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 84 984 | 0,61 | 7 492 | 9,28 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 154 264 | 91,79 | 13 600 | 108,32 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 118 274 | 119,02 | 10 118 | 116,98 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 52 994 | 9,91 | 4 672 | 19,37 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 105 150 | 9 270 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 386 861 | 0,80 | 34 106 | 9,48 | ||||
| 2026-05-06 | 13F | Mizuho Securities Co. Ltd. | 830 | 73 | ||||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 6 006 | 529 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 23 359 | 2,14 | 2 059 | 10,94 | ||||
| 2026-05-14 | 13F | Betterment LLC | 26 555 | 18,66 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 23 372 | 11,48 | 2 060 | 21,11 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 11 054 | 0,45 | 975 | 9,07 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53 797 | 15,26 | 4 743 | 25,18 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 615 | 23,00 | 54 | 35,00 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 4 624 | 83,56 | 408 | 99,51 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34 431 | 4,93 | 3 035 | 13,97 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 254 287 | 41,17 | 22 418 | 53,33 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 6 266 | 10,88 | 552 | 20,52 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 296 | 26 | ||||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 1 490 283 | 2,53 | 131 383 | 11,36 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 205 299 | 0,84 | 18 099 | 9,52 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 2 787 | 246 | ||||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 2 308 | 0 | ||||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 141 477 | 0,08 | 12 473 | 1,75 | ||||
| 2026-05-05 | 13F | UBS Group AG | 15 300 061 | 70,80 | 1 348 853 | 85,51 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 6 275 | 0,69 | 553 | 9,50 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 429 338 | 7,30 | 37 850 | 16,54 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 2 833 | 2,20 | 250 | 11,16 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 1 077 | 115,40 | 95 | 135,00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 323 632 | 6,07 | 28 531 | 15,20 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 3 151 | 278 | ||||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 294 813 | 0,34 | 25 991 | 8,99 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 118 391 | 0,04 | 10 437 | 8,65 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 2 472 | 3,00 | 218 | 11,86 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 172 679 | 54,10 | 15 223 | 67,38 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 80 902 | 1,65 | 7 132 | 10,42 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 5 555 | 490 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 336 119 | 16,45 | 29 632 | 26,48 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 32 061 | 2 826 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 181 | 16 | ||||||
| 2026-04-14 | 13F | Well Done, LLC | 167 790 | 1,25 | 14 792 | 9,97 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 88 851 | 3,71 | 7 833 | 12,66 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 17 747 | 8,07 | 1 565 | 17,42 | ||||
| 2026-05-05 | 13F | Peninsula Asset Management Inc | 3 245 | 25,05 | 286 | 36,19 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 90 528 | 14,74 | 7 970 | 24,44 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 18 681 | 9,53 | 1 647 | 18,93 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 40 752 | 16,99 | 3 593 | 27,06 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 160 108 | 0,62 | 14 115 | 9,29 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15 492 | 0,28 | 1 366 | 8,94 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 844 642 | 0,20 | 162 624 | 8,83 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 20 468 | 10 134,00 | 1 804 | 11 175,00 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 63 361 | 55,39 | 5 586 | 68,78 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 7 434 | 14,74 | 655 | 24,76 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 527 920 | 14,46 | 44 836 | 19,12 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 749 | 66 | ||||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 7 179 | 126,32 | 633 | 145,91 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 56 280 | 1,42 | 4 962 | 10,15 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 146 468 | 0,87 | 12 913 | 9,55 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 333 | 29 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 133 283 | 13,58 | 11 750 | 23,36 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 15 762 | 1 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2 329 | 1,09 | 205 | 9,63 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1 615 | 142 | ||||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4 560 | 2,10 | 402 | 11,05 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 3 064 | 0,69 | 270 | 9,31 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 181 | 16 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 8 847 | 103,61 | 780 | 121,31 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 380 997 | 1 641,38 | 33 589 | 1 792,28 | ||||
| 2026-04-16 | 13F | Security National Bank | 4 145 | 2 947,79 | 365 | 3 218,18 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 203 133 | 0,16 | 17 908 | 8,78 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 324 168 | 2,84 | 29 | 12,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 8 520 | 2,72 | 751 | 11,59 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 155 781 | 6,35 | 13 734 | 15,51 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 17 926 | 2,28 | 1 580 | 11,11 | ||||
| 2026-05-15 | 13F | Intrepid Capital Management Inc | 76 246 | 2,14 | 6 722 | 10,93 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 22 404 | 1 975 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 9 605 | 1,08 | 847 | 9,73 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | Call | 47 000 | 56,67 | 4 144 | 7 867,31 | |||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 48 274 | 4 256 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 7 129 | 1,31 | 628 | 9,98 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 2 402 | 212 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 1 569 661 | 2,78 | 138 381 | 11,63 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 21 951 | 12,18 | 1 935 | 21,85 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 6 563 | 579 | ||||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 17 814 | 21,07 | 1 570 | 23,14 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 303 426 | 1,67 | 26 750 | 10,42 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 10 066 | 5,45 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 432 | 40,26 | 38 | 52,00 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 7 323 | 1,27 | 646 | 10,07 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 3 985 | 1,27 | 351 | 10,03 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 5 284 401 | 16,40 | 465 873 | 26,43 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 124 405 | 7,32 | 10 968 | 16,57 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 5 221 | 68,69 | 460 | 83,27 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 5 066 | 81,45 | 447 | 97,35 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 4 314 | 380 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 2 450 | 216 | ||||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 123 121 | 9,45 | 10 854 | 18,87 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 3 744 | 25,85 | 330 | 36,93 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 781 | 69 | ||||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 1 017 800 | 109,12 | 89 729 | 127,13 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 457 097 | 4,10 | 40 871 | 14,70 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 60 866 | 3,11 | 5 421 | 1,42 | ||||
| 2026-05-01 | 13F | Avion Wealth | 896 | 2,87 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 95 | 8 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 7 963 | 18,62 | 702 | 14,54 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 3 036 | 20,62 | 268 | 30,88 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 3 203 | 11,53 | 282 | 21,03 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 80 250 | 1,96 | 7 075 | 10,74 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2 416 160 | 0,22 | 212 992 | 8,84 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 3 487 | 307 | ||||||
| 2026-04-28 | 13F | Blossom Wealth Management | 18 443 | 4,11 | 1 626 | 13,08 | ||||
| 2026-05-11 | 13F | Commerce Bank | 279 622 | 63,62 | 24 651 | 77,72 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 8 956 | 1,28 | 790 | 10,04 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1 242 | 172,37 | 109 | 194,59 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 14 544 | 4,57 | 1 282 | 13,55 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 109 312 | 56,24 | 9 637 | 69,71 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 41 | 105,00 | 4 | 200,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1 789 | 17,77 | 158 | 27,64 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 123 567 | 10 894 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 74 333 | 0,54 | 6 553 | 9,20 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 11 009 | 6,77 | 971 | 16,03 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 510 | 45 | ||||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 6 588 | 46,86 | 581 | 59,34 | ||||
| 2026-05-15 | 13F | 44 Wealth Management Llc | 4 192 | 370 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 31 240 | 9,43 | 2 754 | 18,86 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 8 168 | 4,12 | 720 | 13,21 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 12 243 | 0,76 | 1 079 | 9,43 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 12 923 | 189,49 | 1 139 | 214,64 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 31 820 | 1,00 | 2 805 | 9,70 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 12 784 | 16,35 | 1 127 | 26,49 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 105 430 | 0,37 | 9 295 | 9,02 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 108 996 | 2,19 | 9 609 | 11,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 26 231 | 8,38 | 2 313 | 16,94 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5 029 | 443 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 155 | 14 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 5 073 | 1,97 | 447 | 10,92 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 6 588 | 581 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 3 057 | 47,18 | 270 | 60,12 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8 967 | 3,64 | 791 | 8,97 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 971 659 | 4,88 | 85 661 | 13,91 | ||||
| 2026-04-24 | 13F | Whelan Financial | 6 914 | 98,74 | 610 | 115,96 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 13 595 | 4,90 | 1 199 | 13,99 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 62 331 | 12,96 | 5 495 | 22,68 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9 006 | 38,87 | 794 | 50,76 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 51 370 | 20,05 | 4 529 | 30,38 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 569 | 67,48 | 0 | |||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 3 328 | 293 | ||||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 5 633 | 1,19 | 497 | 9,98 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 26 009 | 2 293 | ||||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 23 440 | 36,33 | 2 066 | 48,10 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 28 458 | 2 509 | ||||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 2 455 | 216 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 97 464 | 8 592 | ||||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 2 705 | 238 | ||||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 7 036 | 620 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 1 771 218 | 2,67 | 156 151 | 11,51 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | Put | 100 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5 261 | 160,32 | 464 | 182,32 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 10 790 | 7,14 | 876 | 19,54 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 2 562 | 226 | ||||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 14 760 | 0,74 | 1 301 | 9,42 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 20 224 | 0,44 | 1 783 | 9,06 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 6 100 | 93,53 | 538 | 110,59 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 36 200 | 1,37 | 3 191 | 10,11 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 36 140 | 22,46 | 3 186 | 33,03 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 1 075 | 95 | ||||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 17 786 | 10,89 | 1 568 | 20,45 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 300 | 525,00 | 26 | 766,67 | ||||
| 2026-05-12 | 13F | Wisconsin Capital Management Llc | 11 140 | 2,77 | 982 | 11,72 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 52 403 | 20,36 | 4 620 | 30,70 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 63 686 | 8,06 | 5 615 | 17,37 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 50 669 | 30,89 | 4 467 | 42,14 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 28 649 | 4,09 | 2 526 | 13,03 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 22 943 | 2 023 | ||||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 4 084 | 17,22 | 360 | 27,66 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 6 | 1 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 24 845 | 2 190 | ||||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 9 226 | 100,00 | 813 | 117,38 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 77 933 | 379,91 | 6 871 | 421,24 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 120 242 | 4,79 | 10 601 | 13,81 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 43 172 | 38,46 | 3 806 | 50,43 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 4 301 | 27,25 | 379 | 38,32 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 2 555 | 225 | ||||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 6 067 | 44,49 | 535 | 57,06 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 32 784 | 0,49 | 2 890 | 9,14 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3 980 | 3,84 | 351 | 12,54 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4 476 | 27,09 | 395 | 38,25 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 7 600 | 4,37 | 670 | 13,37 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 599 408 | 52 844 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 36 623 | 17,60 | 3 229 | 20,04 | ||||
| 2026-05-15 | 13F | Schf (gpe), Llc | 4 508 493 | 42,51 | 397 469 | 54,78 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2 796 | 251 | ||||||
| 2026-05-12 | 13F | Pilgrim Partners Asia Pte Ltd | 40 690 | 51,32 | 3 587 | 64,39 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 7 827 | 45,35 | 690 | 26,61 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 3 409 | 3,08 | 301 | 11,94 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 6 949 | 9,71 | 613 | 19,07 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 53 966 | 7,75 | 4 758 | 17,02 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 2 227 | 119,41 | 196 | 139,02 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 10 502 | 6,51 | 852 | 18,83 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 6 614 | 5,39 | 537 | 17,54 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 8 415 | 3,26 | 742 | 12,10 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 65 098 | 26,86 | 5 739 | 37,79 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 91 773 | 53,73 | 8 091 | 66,98 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 47 157 | 14,19 | 4 157 | 24,02 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 8 998 | 15,46 | 1 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 73 489 | 42,86 | 6 479 | 55,16 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3 678 | 0,08 | 332 | -5,16 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 22 007 | 4,31 | 1 940 | 13,32 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 6 346 | 4,53 | 559 | 13,62 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 444 | 39 | ||||||
| 2026-05-13 | 13F | Employees Retirement System of Texas | 3 293 500 | 1 247,03 | 290 | 1 426,32 | ||||
| 2026-05-07 | 13F | First National Trust Co | 18 420 | 24,57 | 1 624 | 35,25 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 14 681 | 10,75 | 1 294 | 20,37 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 2 094 | 185 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 60 232 | 11,12 | 5 310 | 20,71 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3 648 | 0,41 | 322 | 9,18 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 32 090 | 4,54 | 2 829 | 13,57 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 5 392 | 1,56 | 475 | 10,47 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 2 270 | 200 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 10 055 | 11,98 | 886 | 21,70 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 7 716 | 680 | ||||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 10 957 | 966 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3 470 | 10,19 | 295 | 15,29 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 149 400 | 0,35 | 13 171 | 9,00 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 2 469 | 218 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 5 389 | 5,03 | 475 | 14,18 | ||||
| 2026-05-15 | 13F | Family Management Corp | 68 017 | 4,11 | 5 996 | 13,09 | ||||
| 2026-05-11 | 13F | Erste Asset Management GmbH | 2 655 650 | 2,71 | 225 544 | 7,46 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 3 354 | 3,61 | 296 | 12,60 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 2 003 | 42,77 | 173 | 36,22 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2 783 | 0,11 | 244 | 8,00 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 146 705 | 7,09 | 12 934 | 16,30 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 300 | 26 | |||||
| 2026-04-15 | 13F | Wormser Freres Gestion | 35 220 | 14,41 | 3 105 | 21,82 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 6 104 | 538 | ||||||
| 2026-05-11 | 13F | Allstate Corp | 48 252 | 150,27 | 4 254 | 171,93 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 9 360 | 2,97 | 825 | 11,94 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 22 007 | 3,55 | 1 940 | 12,46 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 57 114 | 9,49 | 5 035 | 18,95 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 4 369 | 49,88 | 385 | 63,14 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 38 022 | 19,12 | 3 352 | 29,42 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 2 344 | 207 | ||||||
| 2026-05-14 | 13F | Aries Wealth Management | 6 860 | 3,39 | 605 | 12,27 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 6 345 | 1,47 | 559 | 10,26 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 9 452 | 0,85 | 833 | 9,61 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3 210 | 9,74 | 283 | 18,99 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 2 288 | 202 | ||||||
| 2026-04-23 | 13F | Simmons Bank | 28 095 | 35,88 | 2 477 | 47,56 | ||||
| 2026-04-10 | 13F | Benin Management CORP | 4 608 | 406 | ||||||
| 2026-04-16 | 13F | Rockland Trust Co | 4 406 | 10,87 | 388 | 20,50 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 12 116 | 0,41 | 1 068 | 9,09 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 1 161 576 | 4,98 | 102 405 | 14,02 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 966 | 114,19 | 85 | 136,11 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 77 471 | 3,42 | 6 830 | 12,32 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 44 289 | 1 262,74 | 3 905 | 1 384,41 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 2 459 | 217 | ||||||
| 2026-05-12 | 13F | Americana Partners, LLC | 30 059 | 8,87 | 2 650 | 18,25 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 13 301 | 0,19 | 1 173 | 8,82 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 2 602 | 4,00 | 229 | 12,81 | ||||
| 2026-05-11 | 13F | Allianz Se | 1 346 256 | 9,14 | 118 686 | 18,53 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 2 292 | 53,11 | 202 | 66,94 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 26 253 | 9,29 | 2 314 | 18,73 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 115 740 | 0,10 | 10 204 | 8,73 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 56 188 | 53,54 | 4 954 | 66,77 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 100 804 | 19 137,40 | 8 887 | 2 382,12 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 16 727 | 10,26 | 1 475 | 19,74 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 7 380 | 111,70 | 651 | 130,50 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 109 094 | 26,62 | 9 618 | 37,52 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 302 605 | 1,97 | 26 678 | 10,75 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 6 839 | 0,13 | 603 | 8,66 | ||||
| 2026-05-05 | 13F | PFG Advisors | 34 631 | 1,24 | 3 053 | 9,98 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 35 190 | 1,27 | 3 102 | 10,00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 6 088 | 1,50 | 537 | 10,29 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 8 201 | 79,30 | 740 | 99,46 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 7 | 1 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 1 656 | 1 108,76 | 146 | 1 218,18 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 3 803 | 335 | ||||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 483 758 | 3,06 | 42 648 | 11,93 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 534 548 | 0,25 | 47 126 | 8,88 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 718 | 63 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 633 | 56 | ||||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 12 555 | 4,23 | 1 107 | 13,20 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 5 818 | 0,92 | 513 | 9,64 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 6 997 | 617 | ||||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 5 628 | 496 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 132 200 | 18,99 | 11 655 | 29,24 | |||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 9 000 | 793 | 4 564,71 | |||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 4 030 | 355 | ||||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 9 438 | 11,07 | 832 | 20,75 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 17 962 | 2,41 | 1 584 | 11,24 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 10 120 | 892 | ||||||
| 2026-05-04 | 13F | Entelevest, LLC | 9 654 | 22,09 | 851 | 32,76 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 408 | 212 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 2 685 | 237 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 5 894 | 9,53 | 520 | 19,04 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 11 | 1 | ||||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 9 775 | 13,66 | 862 | 23,35 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 26 793 | 0,81 | 2 362 | 9,50 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 65 110 | 5 740 | ||||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 2 370 | 209 | ||||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 3 920 | 3,29 | 346 | 12,01 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 66 081 | 44,79 | 5 826 | 57,26 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 15 370 | 23,24 | 1 355 | 33,89 | ||||
| 2026-05-12 | 13F/A | Bellecapital International Ltd. | 49 959 | 4,09 | 4 404 | 13,07 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 5 742 | 2,63 | 506 | 11,45 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 104 155 | 2,23 | 9 182 | 11,03 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1 203 | 4,07 | 106 | 13,98 | ||||
| 2026-05-05 | 13F | Regency Capital Management Inc.\DE | 176 200 | 0,32 | 15 534 | 8,96 | ||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 28 370 | 2 501 | ||||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 40 889 | 0,56 | 3 605 | 9,21 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 3 167 | 279 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 21 883 | 11,02 | 1 929 | 20,64 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 40 208 | 0,87 | 3 545 | 9,55 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 13 985 | 3,16 | 1 233 | 12,00 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 10 680 | 3,10 | 942 | 12,02 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 2 314 | 204 | ||||||
| 2026-04-28 | 13F | Topor & Co. Korea | 132 898 | 29,18 | 11 716 | 40,31 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2 457 | 14,55 | 217 | 24,14 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 31 994 | 0,95 | 2 821 | 9,64 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 240 521 | 5,92 | 21 204 | 15,05 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 8 225 | 725 | ||||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 17 951 | 3,98 | 1 583 | 12,92 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 23 891 | 10,22 | 2 106 | 19,73 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 375 | 30 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 76 774 | 27,94 | 6 768 | 38,97 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 7 009 | 4,83 | 618 | 13,84 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 2 508 | 221 | ||||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 75 160 | 0,03 | 6 626 | 8,64 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3 989 | 15,86 | 0 | |||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 10 652 | 10,36 | 939 | 19,92 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 21 378 | 22,19 | 1 885 | 32,68 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 31 925 | 16,48 | 2 815 | 26,53 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 5 425 | 36,89 | 478 | 48,91 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | Call | 16 900 | 1 490 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 10 160 | 3,12 | 896 | 12,02 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 186 996 | 5,24 | 16 486 | 14,30 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1 441 | 127 | ||||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 125 168 | 11 035 | ||||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 25 546 | 1,39 | 2 252 | 10,12 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 123 968 | 466,06 | 10 929 | 515,03 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 9 006 | 2,77 | 731 | 11,96 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 22 025 | 8,25 | 1 942 | 17,57 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 15 344 | 1,86 | 1 353 | 10,64 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 145 148 | 100,00 | 10 474 | 100,02 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 19 789 | 3,47 | 1 745 | 12,37 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 4 710 | 415 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 42 615 | 1,14 | 3 757 | 9,82 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 27 066 | 16,29 | 2 386 | 26,31 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 225 847 | 2,14 | 19 911 | 10,94 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 24 882 | 41,93 | 2 194 | 54,22 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 3 480 | 27,80 | 307 | 38,91 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 362 | 0 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 298 181 | 73,79 | 26 741 | 92,01 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 9 579 | 20,43 | 844 | 30,85 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 2 719 | 240 | ||||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 3 210 | 6,64 | 283 | 15,57 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 129 807 | 53,38 | 11 444 | 66,59 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 878 | 3,29 | 71 | 16,39 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 205 656 | 457,26 | 18 131 | 505,34 | ||||
| 2026-05-13 | 13F | Benchmark Investment Advisors LLC | 8 630 | 17,90 | 761 | 42,86 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 5 494 | 1,53 | 484 | 10,25 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 119 066 | 75,40 | 10 562 | 91,69 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 400 | 35 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 306 341 | 3,77 | 27 007 | 12,71 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 2 641 | 233 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 18 414 | 1 623 | ||||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 15 544 | 1,65 | 1 329 | 6,50 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 9 322 | 242,09 | 822 | 271,49 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 12 814 | 29,29 | 1 130 | 40,42 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 2 278 | 201 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 7 368 | 9,87 | 650 | 19,30 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 3 488 | 308 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 51 950 | 90,85 | 5 | 100,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 356 815 | 20,72 | 31 457 | 31,12 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 99 550 | 8,05 | 9 | 14,29 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 3 078 | 271 | ||||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 34 246 | 901,05 | 3 019 | 989,89 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 94 179 | 0,46 | 8 303 | 9,11 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 259 905 | 1,72 | 22 913 | 10,49 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 5 983 | 52,90 | 527 | 66,25 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 206 708 | 19,84 | 18 | 28,57 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 132 995 | 13,53 | 11 725 | 23,31 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 2 443 | 215 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 592 810 | 5,48 | 52 262 | 14,56 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 20 217 | 59,88 | 1 782 | 73,68 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 31 592 | 16,82 | 2 785 | 26,88 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 3 675 | 0,38 | 324 | 8,75 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 21 800 | 2 642,14 | 1 922 | 2 901,56 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1 099 | 97 | ||||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 56 332 | 2,38 | 4 966 | 11,20 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3 614 | 29,49 | 319 | -10,17 |
