Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Novartis AG - Depositary Receipt (Common Stock), to m.in Wcm Investment Management, Llc, Dv Equities, Llc, SALT Holding Corp., Pegasus Asset Management, Inc., Dymon Asia Capital (singapore) Pte. Ltd., Cornerstone Planning, LLC, CMH Wealth Management LLC, DV Trading LLC, Tiaa-cref Individual & Institutional Services, Llc, DV Trading LLC, Madson Wealth Advisors Inc, Dickmeyer Boyce Financial Management, Inc., Davis Investment Partners, LLC, Colter Lewis Investment Partners LLC, Gateway Wealth Partners, LLC, Presilium Private Wealth, Llc, Advisor OS, LLC, Calamos Advisors LLC, ClearAlpha Technologies LP, i Hamilton Wealth, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | DV Trading LLC | 9 668 | 1 477 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 55 225 | 0,38 | 8 436 | 11,21 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 47 517 | 392,86 | 7 258 | 446,12 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 22 643 | 121,86 | 3 459 | 145,77 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 53 072 | 12,07 | 8 107 | 24,17 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 6 658 | 4,67 | 1 017 | 15,44 | ||||
| 2026-05-11 | 13F | Citigroup Inc | Put | 300 000 | 45 825 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 348 789 | 388,95 | 53 277 | 441,76 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 7 122 | 11,02 | 1 088 | 22,96 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 5 780 | 7,72 | 883 | 19,35 | ||||
| 2026-05-15 | 13F | Royal Capital Wealth Management, LLC | 1 394 | 213 | ||||||
| 2026-04-28 | 13F | Abel Hall, LLC | 14 499 | 16,78 | 2 215 | 29,40 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 38 815 | 3,07 | 5 929 | 14,22 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 2 205 | 337 | ||||||
| 2026-04-28 | 13F | Hardy Reed LLC | 1 476 | 225 | ||||||
| 2026-05-11 | 13F | Coleford Investment Management Ltd. | 135 620 | 1,46 | 20 716 | 12,40 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1 478 | 226 | ||||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 4 | 1 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 2 675 | 11,97 | 409 | 24,01 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 6 847 | 0,06 | 1 046 | 10,82 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 74 666 | 157,27 | 11 566 | 189,15 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 1 471 | 225 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2 630 | 1,04 | 402 | 12,01 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 4 343 | 63,52 | 663 | 81,15 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 875 | 2,34 | 134 | 13,68 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 4 557 | 4,47 | 665 | -2,49 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 45 745 | 0,01 | 6 307 | 7,52 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 120 | 15 | ||||||
| 2026-05-12 | 13F | Fiera Capital Corp | 139 111 | 11,86 | 21 249 | 23,93 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 2 555 | 73,81 | 372 | 83,66 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 1 439 | 220 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1 591 | 1,60 | 243 | 13,02 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1 360 | 208 | ||||||
| 2026-04-15 | 13F | Albert D Mason Inc | 25 727 | 0,55 | 3 930 | 11,40 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 374 | 16,88 | 57 | 29,55 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 160 764 | 2,95 | 24 557 | 1,99 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 5 022 | 35,18 | 767 | 49,80 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1 690 | 15,52 | 258 | 28,36 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 100 | 15 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2 310 | 2,17 | 353 | 13,18 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3 783 | 578 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 2 659 | 2,58 | 406 | 13,73 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 1 354 | 4,15 | 207 | 15,08 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3 679 | 23,83 | 562 | 37,16 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 1 653 | 252 | ||||||
| 2026-05-15 | 13F | Parkwood LLC | 163 364 | 10,94 | 25 | 20,00 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 2 835 | 23,75 | 433 | 37,46 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2 786 228 | 18,50 | 425 596 | 31,29 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 2 651 | 0,61 | 405 | 11,29 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 2 576 | 0,12 | 394 | 11,02 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 36 200 | 3,89 | 5 530 | 15,12 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 1 769 | 270 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 189 167 | 0,40 | 28 895 | 11,24 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 28 041 | 8,35 | 4 285 | 20,06 | ||||
| 2026-05-14 | 13F | Epoch Investment Partners, Inc. | 1 525 | 233 | ||||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 1 405 | 215 | ||||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 4 187 | 1,43 | 640 | 12,30 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 138 600 | 306,45 | 21 171 | 350,35 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 366 467 | 55 978 | ||||||
| 2026-04-08 | 13F | Cardinal Capital Management | 49 684 | 0,04 | 7 589 | 10,84 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 4 758 | 2,59 | 727 | 13,62 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 573 | 88 | ||||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 114 289 | 153,59 | 17 458 | 180,98 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 9 248 | 0,46 | 1 413 | 11,27 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 22 113 | 0,26 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 2 896 | 25,97 | 442 | 39,87 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 3 342 | 0,63 | 510 | 11,60 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4 962 794 | 9,10 | 758 067 | 20,87 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 2 820 | 38,37 | 431 | 53,57 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 941 818 | 6,14 | 143 863 | 17,60 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 19 091 | 0,71 | 2 916 | 11,60 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43 765 | 6,54 | 6 685 | 18,05 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 1 405 | 215 | ||||||
| 2026-04-24 | 13F | Bayban | 229 | 30,86 | 35 | 41,67 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 470 | 65 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | 13 734 | 1 373 300,00 | 2 098 | |||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 1 500 | 229 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Call | 144 800 | 14,11 | 22 118 | 26,42 | |||
| 2026-05-15 | 13F | Huntington National Bank | 40 680 | 109,32 | 6 214 | 131,91 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 48 906 | 0,67 | 7 | 16,67 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 1 874 | 286 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 16 986 | 0,75 | 2 595 | 11,62 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1 067 | 720,77 | 163 | 852,94 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 1 321 | 202 | ||||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 30 | 5 | ||||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 1 626 | 248 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 74 | 11 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3 441 | 25,08 | 526 | 38,52 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 11 225 | 1,05 | 1 715 | 11,95 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 69 383 | 0,39 | 10 598 | 11,23 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 41 816 | 12,95 | 6 387 | 25,14 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 16 567 | 2,26 | 2 531 | 13,30 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 3 096 | 28,15 | 473 | 41,74 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 6 153 | 4,18 | 940 | 15,36 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 22 962 | 3 507 | ||||||
| 2026-05-12 | 13F | Argentarii, LLC | 1 561 | 1,23 | 238 | 12,26 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 4 170 | 23,45 | 637 | 36,77 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 22 246 | 11,33 | 3 398 | 23,38 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | Call | 160 000 | 348,18 | 24 440 | 396,65 | |||
| 2026-05-15 | 13F | Millennium Management Llc | Put | 15 800 | 105,19 | 2 413 | 127,43 | |||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 163 | 85,23 | 25 | 100,00 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 4 670 | 90,92 | 713 | 111,57 | ||||
| 2026-04-27 | 13F/A | Value Investment Professionals, LLC | 2 319 | 354 | ||||||
| 2026-05-15 | 13F | ClearAlpha Technologies LP | 3 735 | 571 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 6 697 | 15,78 | 1 023 | 28,36 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 22 574 | 10,09 | 3 448 | 21,97 | ||||
| 2026-04-28 | 13F | AdvisorShares Investments LLC | 7 810 | 1 193 | ||||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 12 225 | 1,26 | 1 867 | 12,20 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 38 | 375,00 | 6 | 400,00 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 4 286 | 33,94 | 655 | 48,30 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 23 915 | 7,60 | 3 653 | 19,22 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 1 973 | 4,12 | 301 | 15,33 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 370 | 15,27 | 362 | 27,92 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 1 505 | 0,33 | 230 | 11,17 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 50 553 | 10,12 | 7 722 | 21,99 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 3 446 | 526 | ||||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 453 | 84,90 | 69 | 109,09 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 3 660 | 559 | ||||||
| 2026-04-24 | 13F | Mitchell & Pahl Private Wealth, Llc | 22 931 | 2,60 | 3 503 | 13,66 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 114 | 1,79 | 18 | 13,33 | ||||
| 2026-05-15 | 13F | Qtron Investments LLC | 9 702 | 0,05 | 1 482 | 10,85 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 12 778 | 34,68 | 1 952 | 49,16 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 901 | 6,65 | 450 | 19,73 | ||||
| 2026-04-30 | 13F | Clear Street Markets Llc | 600 | 92 | ||||||
| 2026-04-09 | 13F | Lantz Financial LLC | 7 900 | 20,76 | 1 207 | 33,85 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 106 950 | 2,01 | 16 337 | 13,01 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 3 414 | 1,76 | 521 | 12,77 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 8 890 | 1,32 | 1 358 | 12,32 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 949 760 | 5,05 | 450 576 | 16,38 | ||||
| 2026-05-15 | 13F | Wimmer Associates 1, Llc | 2 594 | 2,77 | 396 | 14,12 | ||||
| 2026-05-12 | 13F | Creative Planning | 528 814 | 20,47 | 80 776 | 33,47 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 166 | 93,02 | 25 | 127,27 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 4 407 | 55,07 | 673 | 72,12 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 96 | 269,23 | 15 | 366,67 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 806 | 7,47 | 124 | 20,39 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 513 | 13,57 | 1 453 | 25,91 | ||||
| 2026-04-21 | 13F | Value Partners Investments Inc. | 12 121 | 10,09 | 1 852 | 21,86 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 21 341 | 451,30 | 3 260 | 511,44 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2 992 | 2,71 | 457 | 13,97 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 1 088 | 1 548,48 | 166 | 1 744,44 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 2 501 | 0,81 | 382 | 11,70 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 2 399 | 1,91 | 366 | 12,96 | ||||
| 2026-05-08 | 13F | Bluebird Wealth Management LLC | 1 335 | 204 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 233 871 | 25,33 | 35 724 | 38,86 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 892 | 3,36 | 0 | |||||
| 2026-05-07 | 13F | Leith Wheeler Investment Counsel Ltd. | 1 445 | 221 | ||||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 3 892 | 14,74 | 595 | 27,19 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 343 | 2,68 | 205 | 13,89 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 648 | 99 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1 176 | 180 | ||||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 1 480 | 204 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9 073 | 1,70 | 1 386 | 12,69 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 71 | 14,52 | 11 | 25,00 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 2 621 | 0,15 | 400 | 11,11 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 4 089 | 12,00 | 625 | 24,06 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 1 957 | 18,46 | 299 | 31,28 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5 025 | 30,11 | 768 | 44,17 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 158 | 24 | ||||||
| 2026-05-14 | 13F | Entropy Technologies, LP | 12 359 | 1 888 | ||||||
| 2026-05-05 | 13F | Mcdaniel Terry & Co | 3 325 | 4,92 | 508 | 16,28 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 64 | 10 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 10 643 | 1,32 | 1 626 | 12,22 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 2 186 | 1,91 | 301 | 9,45 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 296 | 9,23 | 45 | 21,62 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 1 669 | 1,95 | 255 | 12,89 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 24 128 | 1,32 | 3 686 | 12,24 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 3 591 | 59,96 | 549 | 77,35 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 3 400 | 30,77 | 380 | 6,15 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 68 728 | 1 187,76 | 10 498 | 1 328,30 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 7 856 | 1 123 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1 793 153 | 31,73 | 273 904 | 45,94 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 9 528 | 0,03 | 1 455 | 10,81 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 72 | 350,00 | 11 | 400,00 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 2 755 | 421 | ||||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 3 458 | 2,58 | 528 | 13,79 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 8 929 | 1,50 | 1 364 | 12,46 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 4 023 | 1,54 | 615 | 12,45 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 145 | 22 | ||||||
| 2026-05-15 | 13F | Limestone Investment Advisors LP | Put | 1 400 | 214 | |||||
| 2026-05-15 | 13F | Limestone Investment Advisors LP | Call | 200 | 31 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 140 620 | 17,16 | 21 480 | 29,81 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 31 740 | 15,46 | 4 848 | 27,92 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 5 636 | 861 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1 613 | 12,01 | 246 | 24,24 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 38 070 | 6 | ||||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 11 831 | 280,30 | 1 807 | 322,20 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 26 574 | 658,61 | 3 971 | 723,65 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1 385 | 212 | ||||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 1 395 | 213 | ||||||
| 2026-05-01 | 13F | Ativo Capital Management LLC | 15 831 | 25,21 | 2 418 | 38,73 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 36 | 5 | ||||||
| 2026-05-01 | 13F | Natural Investments, Llc | 5 007 | 6,49 | 1 | |||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 16 432 | 0,59 | 2 510 | 11,41 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 5 353 | 18,77 | 818 | 31,56 | ||||
| 2026-05-15 | 13F | Nomura Holdings Inc | 99 013 | 15 124 | ||||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 14 947 | 13,72 | 2 283 | 25,99 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 1 960 | 390,00 | 299 | 443,64 | ||||
| 2026-05-11 | 13F/A | Foyston, Gordon, & Payne Inc | 10 331 | 1,32 | 1 578 | 12,31 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 1 794 | 274 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2 986 | 27,06 | 456 | 41,18 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1 353 | 207 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 1 390 | 212 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 742 | 9,76 | 113 | 21,51 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 1 523 | 233 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 20 845 | 436,14 | 3 184 | 495,14 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 12 295 | 152,72 | 1 878 | 180,30 | ||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 53 135 | 47,60 | 8 116 | 63,53 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 1 400 | 214 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 3 361 | 0,33 | 513 | 11,28 | ||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 7 404 | 1 131 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 58 580 | 417,81 | 8 076 | 418,02 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 2 488 | 22,20 | 380 | 35,71 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 268 858 | 0,59 | 41 070 | 11,46 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 5 658 | 864 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 1 375 | 210 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2 528 | 43,31 | 386 | 58,85 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 6 262 | 30,27 | 957 | 44,41 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 37 111 | 118,60 | 5 669 | 142,22 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 1 500 | 229 | ||||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 156 906 | 1,00 | 23 967 | 11,91 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 6 112 | 11,21 | 934 | 23,25 | ||||
| 2026-05-15 | 13F | SALT Holding Corp. | 66 844 | 10 210 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 2 236 156 | 166,72 | 342 | 196,52 | ||||
| 2026-02-03 | 13F | Rnc Capital Management Llc | 4 598 | 3,65 | 634 | 11,44 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 3 733 | 44,19 | 570 | 60,11 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 283 617 | 5,46 | 43 322 | 16,84 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 5 383 | 24,49 | 822 | 37,92 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 4 265 | 27,31 | 651 | 41,21 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3 618 | 12,22 | 553 | 24,32 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 523 | 0,38 | 80 | 11,27 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 135 882 | 2,30 | 21 | 11,11 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 16 503 | 9,45 | 2 521 | 21,27 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1 540 | 235 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 8 595 | 9,63 | 1 313 | 21,48 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 60 | 8 | ||||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 230 854 | 2,70 | 35 263 | 13,79 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 482 | 212,99 | 74 | 247,62 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 24 302 | 0,09 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 3 094 | 0,45 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 801 | 6,77 | 1 039 | 18,22 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 2 181 | 11,11 | 333 | 23,33 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 13 293 | 1,32 | 2 030 | 12,28 | ||||
| 2026-05-15 | 13F | Adage Capital Partners Gp, L.l.c. | 258 000 | 157,52 | 39 410 | 185,32 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 76 849 | 0,31 | 11 739 | 11,13 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 9 716 | 0,14 | 1 484 | 10,99 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 11 411 | 9,20 | 1 743 | 21,04 | ||||
| 2026-05-12 | 13F | Parnassus Investments /ca | 1 999 | 305 | ||||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 23 830 | 6,46 | 3 640 | 17,95 | ||||
| 2026-05-15 | 13F | American Trust Investment Advisors, LLC | 1 345 | 205 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 4 814 | 0,04 | 735 | 10,86 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 821 796 | 828,15 | 270 054 | 897,94 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 2 718 | 415 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 325 | 0,57 | 508 | 11,43 | ||||
| 2026-05-06 | 13F | Palladiem, Llc | 2 181 | 0,51 | 338 | 12,29 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 9 899 | 315,23 | 1 512 | 360,98 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 8 623 | 1 317 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 565 012 | 8,64 | 77 899 | 16,80 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 38 611 | 16,22 | 5 898 | 27,97 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 39 496 | 111,46 | 6 033 | 134,29 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 2 204 | 0,09 | 337 | 10,89 | ||||
| 2026-04-24 | 13F | CHICAGO TRUST Co NA | 8 415 | 2,45 | 1 285 | 13,52 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 1 378 | 211 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 39 296 | 4,10 | 6 003 | 15,33 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 2 308 | 5,05 | 352 | 16,56 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 567 | 1,98 | 87 | 13,16 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 5 806 | 1,38 | 887 | 12,29 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 1 500 | 9,73 | 229 | 21,81 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 63 679 | 20,12 | 9 727 | 33,09 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 10 627 | 5,90 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 14 | 2 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1 157 | 39,57 | 177 | 54,39 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 4 933 | 754 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 2 376 | 6,17 | 363 | 17,53 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 10 552 | 38,73 | 1 612 | 53,72 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 11 769 | 47,46 | 1 798 | 63,36 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 2 988 | 456 | ||||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 583 | 17,78 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 662 | 33,47 | 101 | 48,53 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4 073 | 622 | ||||||
| 2026-05-15 | 13F | Brown Financial Advisors | 1 828 | 279 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 504 | 1,08 | 233 | 13,66 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 8 100 | 55,77 | 1 237 | 72,77 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 6 176 | 7,93 | 943 | 19,67 | ||||
| 2026-05-14 | 13F | Lord, Abbett & Co. Llc | 830 286 | 126,75 | 127 | 152,00 | ||||
| 2026-05-11 | 13F | Commerce Bank | 32 030 | 41,70 | 4 893 | 57,00 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 546 505 | 8,15 | 83 479 | 19,82 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 4 756 | 26,29 | 727 | 39,88 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1 713 | 262 | ||||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 110 | 1,85 | 15 | 15,38 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 1 529 | 2,00 | 233 | 13,11 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 2 020 | 309 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 220 134 | 4,72 | 33 625 | 16,03 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 39 646 | 61,04 | 6 056 | 78,40 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 42 951 | 3,16 | 6 561 | 14,29 | ||||
| 2026-05-07 | 13F | Wcm Investment Management, Llc | 1 463 180 | 220 004 | ||||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 5 012 | 0,70 | 766 | 11,52 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 200 | 31 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 1 267 | 194 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1 637 | 250 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 574 | 8,51 | 89 | 17,11 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 2 194 | 335 | ||||||
| 2026-04-09 | 13F | Cullen Investment Group, Ltd. | 50 305 | 52,92 | 7 682 | 64,99 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 62 456 | 7,19 | 9 540 | 18,76 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1 692 993 | 1,85 | 258 605 | 12,84 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 1 402 | 214 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 323 | 21,89 | 49 | 36,11 | ||||
| 2026-05-07 | 13F | Xxi Wealth, Llc | 2 468 | 377 | ||||||
| 2026-04-23 | 13F | Rexford Capital Inc | 5 002 | 0,16 | 764 | 11,05 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 1 849 | 1,82 | 282 | 12,80 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | Put | 4 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 59 061 | 46,15 | 9 | 80,00 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 700 | 0 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 537 813 | 6,82 | 82 190 | 27,30 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 31 | 5 | ||||||
| 2026-04-27 | 13F | Greenleaf Trust | 14 482 | 0,40 | 2 212 | 11,27 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 243 | 190 | ||||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 42 531 | 631,40 | 6 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 54 803 | 0,61 | 8 | 14,29 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 2 280 | 2,47 | 345 | 12,42 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 2 496 | 20,12 | 381 | 33,22 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 3 981 | 4,32 | 608 | 15,59 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 2 945 | 74,26 | 450 | 92,70 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 136 897 | 15,24 | 20 911 | 27,69 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 171 848 | 11,89 | 26 250 | 23,96 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 8 167 | 3,92 | 1 248 | 15,14 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 3 189 | 6,58 | 487 | 18,20 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 1 713 | 1,06 | 262 | 12,02 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 327 817 | 3,05 | 50 074 | 14,17 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 4 528 | 624,48 | 1 | |||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 284 | 43 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 620 427 | 2,09 | 94 770 | 13,10 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 988 | 0,10 | 151 | 10,29 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 6 559 | 1 002 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1 583 | 242 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9 799 | 32,47 | 1 497 | 46,81 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 38 689 | 21,31 | 5 910 | 34,39 | ||||
| 2026-05-14 | 13F | Delaney Dennis R | 2 575 | 393 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 3 685 | 7,25 | 563 | 18,82 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 108 594 | 13,71 | 16 588 | 25,98 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 3 337 | 485 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 931 873 | 4,67 | 295 061 | 15,95 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 5 076 | 15,73 | 775 | 28,31 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 1 806 | 276 | ||||||
| 2026-04-30 | 13F | Equitable Trust Co | 19 608 | 794,93 | 2 995 | 891,72 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 16 264 | 2 484 | ||||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 2 283 | 17,26 | 349 | 29,85 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 2 190 | 8,52 | 335 | 20,14 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 1 895 | 289 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 16 614 | 0,36 | 2 538 | 11,17 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5 004 | 0,44 | 764 | 11,37 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 46 436 | 7 093 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 150 844 | 13,32 | 23 041 | 25,55 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 2 581 | 1,33 | 394 | 12,25 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 1 484 | 1,92 | 227 | 13,00 | ||||
| 2026-02-11 | 13F | Beddow Capital Management Inc | 4 940 | 11,01 | 1 | |||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 15 898 | 1,55 | 2 428 | 12,51 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 903 | 114,49 | 138 | 136,21 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 2 987 | 11,96 | 456 | 24,25 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 173 137 | 45,95 | 26 447 | 61,70 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6 504 | 70,13 | 994 | 88,43 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 11 348 | 4,01 | 1 733 | 15,23 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 38 960 | 3,33 | 5 951 | 14,49 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 4 955 | 1,21 | 757 | 12,00 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 1 710 | 2,52 | 261 | 13,97 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 22 851 | 1,06 | 3 490 | 11,97 | ||||
| 2026-05-15 | 13F | Strategic Global Advisors, LLC | 16 592 | 11,56 | 2 534 | 23,61 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 210 | 1,94 | 32 | 14,29 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 3 654 | 538 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 60 566 | 267,31 | 9 251 | 307,00 | ||||
| 2026-04-24 | 13F | Optas, LLC | 3 849 | 0,26 | 588 | 10,96 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 2 284 | 15,76 | 349 | 27,94 | ||||
| 2026-04-24 | 13F | Triasima Portfolio Management inc. | 52 470 | 4,57 | 8 015 | 15,86 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 7 098 | 326,56 | 1 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 717 | 0,99 | 110 | 12,37 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 7 871 | 5,50 | 1 202 | 16,93 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 5 416 | 11,19 | 827 | 23,25 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 107 430 | 0,56 | 16 410 | 11,41 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 29 803 | 552,86 | 4 493 | 614,31 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 618 710 | 7,06 | 94 508 | 18,62 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 042 | 98,23 | 617 | 119,57 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 1 970 | 0,87 | 301 | 11,52 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 121 040 | 60,62 | 18 489 | 77,96 | ||||
| 2026-05-14 | 13F | Harvest Fund Management Co., Ltd | 2 900 | 0 | ||||||
| 2026-05-05 | 13F | Factory Mutual Insurance Co | 45 066 | 25,90 | 6 884 | 39,47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 29 730 | 154,15 | 4 099 | 173,20 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 1 333 | 204 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 2 833 | 65,19 | 433 | 83,05 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 29 | 4 | ||||||
| 2026-04-29 | 13F | Connable Office Inc | 6 401 | 978 | ||||||
| 2026-05-11 | 13F | Boston Partners | 55 173 | 16,63 | 8 431 | 29,11 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5 342 | 12,77 | 816 | 24,81 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 2 933 | 5,58 | 448 | 17,28 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2 570 | 392 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 2 205 | 1,05 | 337 | 12,00 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2 255 | 0,22 | 344 | 10,97 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 56 | 9 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 6 772 | 1,47 | 1 034 | 12,39 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 104 146 | 4,32 | 15 908 | 15,58 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 345 410 | 18,91 | 52 762 | 31,74 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2 591 | 1,21 | 396 | 12,22 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 4 649 | 0,39 | 710 | 11,29 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 2 978 | 455 | ||||||
| 2026-05-13 | 13F | Xponance, Inc. | 4 507 | 27,10 | 688 | 40,98 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 5 115 | 53,56 | 781 | 70,15 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 59 318 | 16,86 | 9 061 | 29,47 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 1 484 | 227 | ||||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2 677 | 1,13 | 409 | 12,09 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5 440 | 5,90 | 831 | 17,23 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 1 747 | 267 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 2 898 | 10,15 | 443 | 22,10 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12 356 | 1,12 | 1 704 | 8,75 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 4 605 | 703 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 516 | 79 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 34 514 | 0,40 | 5 352 | 12,94 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 526 | 44,26 | 386 | 59,75 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 10 249 | 6,27 | 1 566 | 17,76 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 2 786 | 2,96 | 426 | 13,94 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 91 | 167,65 | 14 | 225,00 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 246 655 | 116,86 | 37 677 | 140,28 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 5 576 | 3,59 | 852 | 14,69 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 118 307 | 9,34 | 18 072 | 21,14 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 2 374 | 0 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 47 991 | 8,06 | 7 330 | 19,75 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 1 674 | 256 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 5 322 | 5,39 | 813 | 16,81 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 56 894 | 34,43 | 8 690 | 48,93 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 108 581 | 0,23 | 16 586 | 11,05 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 4 680 | 0,21 | 715 | 11,04 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 839 | 128 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 15 944 | 0,05 | 2 435 | 10,83 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 4 733 | 10,17 | 723 | 21,96 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1 326 | 203 | ||||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 1 341 | 205 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 11 175 | 14,03 | 1 707 | 26,28 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 2 716 | 1,23 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 18 910 | 41,92 | 2 889 | 57,30 | ||||
| 2026-05-04 | 13F | Nwam Llc | 3 519 | 9,12 | 538 | 14,26 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 13 520 | 8,33 | 2 065 | 20,06 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 79 500 | 364,91 | 12 144 | 415,19 | |||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 1 816 | 277 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 42 800 | 9,18 | 6 538 | 20,97 | |||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Call | 68 600 | 5,38 | 10 479 | 16,75 | |||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 28 079 | 4,07 | 4 289 | 15,33 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 96 271 | 48,23 | 14 705 | 62,67 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 2 527 | 2,68 | 386 | 13,86 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 4 227 | 3,58 | 646 | 14,77 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 12 659 | 1 935 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 8 801 | 1,45 | 1 344 | 12,47 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 12 291 | 0,02 | 1 893 | 11,75 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 10 270 | 20,62 | 1 569 | 33,67 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 61 | 8 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 662 | 0,76 | 101 | 12,22 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 32 458 | 4,17 | 4 958 | 15,39 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 13 529 | 36,59 | 2 067 | 51,36 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 1 325 | 202 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 317 717 | 16,64 | 48 533 | 29,24 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 56 | 5 500,00 | 9 | |||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 3 534 | 18,19 | 540 | 30,83 | ||||
| 2026-05-15 | 13F | LMR Partners LLP | Put | 1 303 800 | 51,11 | 199 155 | 67,42 | |||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 1 804 | 276 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 9 143 | 17,04 | 1 397 | 29,62 | ||||
| 2026-05-15 | 13F | LMR Partners LLP | 43 105 | 6 584 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1 449 | 1,61 | 221 | 12,76 | ||||
| 2026-05-11 | 13F/A | Accent Capital Management, LLC | 454 | 69 | ||||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 4 094 | 0,81 | 625 | 11,81 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1 395 | 213 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 515 | 2,18 | 79 | 13,04 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 787 | 120 | ||||||
| 2026-04-30 | 13F | Kornitzer Capital Management Inc /ks | 2 405 | 12,38 | 367 | 24,41 | ||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 6 362 | 9,29 | 972 | 21,07 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | Put | 29 800 | 63,74 | 4 552 | 81,39 | |||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 1 452 | 222 | ||||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 4 941 | 10,02 | 755 | 21,81 | ||||
| 2026-04-29 | 13F | R Squared Ltd | 4 097 | 75,61 | 626 | 94,70 | ||||
| 2026-05-05 | 13F | Smart Money Group LLC | 10 591 | 7,95 | 1 618 | 19,60 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 2 272 | 0,09 | 347 | 11,22 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 9 519 | 1 454 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 54 386 | 103,09 | 7 498 | 151,19 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 790 | 8,22 | 121 | 20,00 | ||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 90 | 14 | ||||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 2 000 | 306 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 241 552 | 2,15 | 36 890 | 13,13 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 2 622 | 22,07 | 401 | 35,14 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 100 | 15 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 9 | 1 | ||||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 3 515 | 1 | ||||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 450 | 80,00 | 0 | |||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 3 479 | 516 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 4 646 | 3,45 | 710 | 14,54 | ||||
| 2026-05-12 | 13F | XY Capital Ltd | 8 770 | 213,21 | 1 340 | 246,89 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 27 320 | 4 173 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 283 837 | 43 356 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 43 800 | 12,60 | 6 690 | 24,74 | |||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 8 400 | 425,00 | 1 283 | 483,18 | |||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1 871 | 277 | ||||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 9 019 | 18,44 | 1 378 | 31,27 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 8 267 | 13,23 | 1 263 | 25,45 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6 394 | 1,72 | 977 | 12,70 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 2 363 | 24,50 | 361 | 36,88 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 68 854 | 13,76 | 10 517 | 26,04 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6 525 771 | 137,80 | 996 811 | 163,47 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 9 864 | 0,52 | 1 507 | 11,39 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 66 346 | 17,49 | 10 | 42,86 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1 516 | 232 | ||||||
| 2026-05-15 | 13F | 44 Wealth Management Llc | 3 405 | 41,82 | 520 | 57,10 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 3 167 | 1,47 | 484 | 12,33 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 1 327 | 203 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 2 291 | 9,36 | 350 | 21,18 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 13 783 | 331,93 | 2 105 | 366,74 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 4 392 | 7,33 | 671 | 18,79 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 182 356 | 27 855 | ||||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 1 667 | 255 | ||||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 3 600 | 3,78 | 550 | 14,85 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 17 | 3 | ||||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 1 973 | 301 | ||||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 5 495 | 27,44 | 839 | 41,25 | ||||
| 2026-05-12 | 13F | Palumbo Wealth Management LLC | 1 537 | 4,06 | 235 | 15,27 | ||||
| 2026-05-01 | 13F | Glass Wealth Management Co LLC | 11 730 | 0,39 | 1 792 | 11,17 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 8 660 | 87,49 | 1 323 | 107,86 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1 687 | 6,91 | 258 | 18,43 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4 504 | 6,50 | 688 | 17,84 | ||||
| 2026-05-01 | 13F | American Trust | 1 322 | 202 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 203 045 | 13,47 | 31 015 | 25,71 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 24 | 4 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 14 163 | 9,11 | 2 163 | 20,91 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 18 370 | 1,53 | 2 806 | 12,51 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 142 824 | 7,17 | 21 817 | 18,74 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 10 | 2 | ||||||
| 2026-05-16 | 13F | Opal Capital Llc | 11 175 | 12,19 | 1 707 | 23,98 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 503 | 13,29 | 77 | 24,59 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 7 646 | 0,34 | 1 168 | 11,14 | ||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 1 580 | 239 | ||||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 6 164 | 32,84 | 942 | 47,26 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3 487 | 5,79 | 533 | 17,18 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 9 074 | 12,83 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 5 | 1 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 12 763 | 25,68 | 1 950 | 39,21 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 7 594 | 5,68 | 1 160 | 17,07 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 5 436 | 6,65 | 830 | 18,23 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | Put | 64 670 | 9 878 | |||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 12 575 | 14,71 | 1 921 | 36,65 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 6 614 | 2,51 | 1 010 | 13,61 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2 185 | 3,02 | 338 | 15,41 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 2 118 | 5,43 | 324 | 17,03 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 4 892 | 22,95 | 747 | 36,31 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 38 371 | 0,49 | 5 861 | 11,34 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 1 962 | 1,13 | 300 | 11,99 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 4 413 | 0,68 | 674 | 11,59 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 1 373 | 210 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 1 789 | 273 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 32 730 | 0,77 | 5 000 | 11,63 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 406 | 62 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5 253 | 6,42 | 802 | 17,94 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 3 776 | 0,48 | 577 | 11,20 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 32 977 | 2,79 | 5 037 | 13,88 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 3 557 | 126,85 | 543 | 151,39 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 2 030 | 0,25 | 310 | 11,11 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 11 053 | 1 688 | ||||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 13 334 | 0,05 | 2 037 | 10,83 | ||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 2 423 | 39,41 | 370 | 54,81 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 72 553 | 52,84 | 11 082 | 69,37 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2 908 | 29,82 | 442 | 43,18 | ||||
| 2026-05-15 | 13F | Walsky Investment Management, Inc. | 10 572 | 4,65 | 1 615 | 15,95 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 1 829 | 4,93 | 279 | 16,25 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 103 551 | 10,32 | 15 817 | 22,22 | ||||
| 2026-05-06 | 13F | Arjuna Capital | 27 009 | 9,33 | 4 126 | 21,11 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2 315 | 10,50 | 354 | 22,57 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 92 | 14 | ||||||
| 2026-05-13 | 13F | Protective Life Corp | 153 | 23 | ||||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 3 114 | 476 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 547 | 85 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 17 | 3 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5 640 | 31,28 | 862 | 45,44 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 3 902 | 8,72 | 596 | 20,45 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3 592 | 58,73 | 549 | 76,21 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 3 726 | 0,24 | 569 | 11,13 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 34 728 | 81,54 | 5 305 | 101,14 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 63 | 80,00 | 10 | 125,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 471 | 124,29 | 65 | 146,15 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 363 | 55 | ||||||
| 2026-04-30 | 13F | Beacon Financial Group | 20 498 | 1,21 | 3 131 | 12,14 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 10 149 | 0,29 | 1 550 | 11,11 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 35 153 | 139,77 | 5 370 | 165,66 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 804 676 | 204,51 | 271 351 | 232,09 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 50 600 | 8,42 | 7 729 | 20,13 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 6 503 | 8,93 | 997 | 21,14 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 30 578 | 13,11 | 4 671 | 25,30 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 4 293 | 3,72 | 656 | 14,91 | ||||
| 2026-05-15 | 13F | Maverick Capital Ltd | 15 247 | 37,70 | 2 329 | 52,56 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 1 629 | 4,83 | 249 | 15,89 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 703 178 | 13,73 | 107 410 | 26,01 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 20 019 | 9,77 | 3 058 | 21,60 | ||||
| 2026-05-15 | 13F | DV Trading LLC | Put | 8 400 | 1 283 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1 540 | 235 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 4 799 | 5,36 | 733 | 16,91 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 13 308 | 9,96 | 2 033 | 21,82 | ||||
| 2026-05-14 | 13F | Natixis | 36 500 | 5 575 | ||||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 35 075 | 1 474,28 | 5 358 | 1 644,95 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 2 877 | 439 | ||||||
| 2026-04-28 | 13F | Berkshire Bank | 3 059 | 14,40 | 467 | 26,90 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 3 492 | 69,35 | 1 | |||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 3 820 | 2,50 | 584 | 13,65 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 12 | 9,09 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 28 545 | 0,13 | 4 360 | 10,94 | ||||
| 2026-05-15 | 13F | Integral Health Asset Management, LLC | 250 000 | 25,00 | 38 188 | 48,89 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 2 151 | 331 | ||||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1 549 | 225 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 10 778 | 1,90 | 1 646 | 22,20 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 18 792 | 2 928 | ||||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 1 361 | 208 | ||||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 50 002 | 0,75 | 7 638 | 11,62 | ||||
| 2026-05-15 | 13F | Hutner Capital Management Inc | 6 834 | 0,03 | 1 044 | 10,84 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 340 728 | 13,13 | 52 046 | 25,34 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 6 007 | 918 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 6 658 | 43,46 | 1 017 | 59,15 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 18 824 | 0,91 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 17 301 | 10,57 | 2 643 | 22,48 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 12 612 | 6,22 | 1 926 | 17,73 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 2 536 | 4,36 | 387 | 15,52 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 292 | 45 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 329 910 | 11,92 | 50 393 | 24,00 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 2 715 | 415 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 263 | 23,47 | 40 | 37,93 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 27 556 | 4,92 | 4 175 | 16,20 | ||||
| 2026-04-20 | 13F | Meyer Handelman Co | 2 320 | 354 | ||||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 2 123 | 6,90 | 324 | 18,68 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 1 360 | 208 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3 892 | 5,85 | 595 | 17,39 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6 998 | 0,32 | 1 078 | 1,60 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3 782 | 108,15 | 569 | 127,20 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 208 560 | 272,80 | 28 749 | 300,85 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 311 384 | 29,69 | 353 064 | 43,69 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 11 444 | 1,56 | 1 748 | 12,56 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 5 123 | 5,45 | 782 | 16,89 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 3 326 | 508 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 3 664 | 5,71 | 560 | 17,19 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 26 187 | 0,22 | 4 000 | 11,05 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 35 611 | 14,91 | 5 440 | 27,32 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 3 490 | 1,16 | 533 | 12,21 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1 498 | 229 | ||||||
| 2026-05-11 | 13F | Knights of Columbus Asset Advisors LLC | 2 435 | 372 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 288 | 60,89 | 44 | 79,17 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 100 | 15 | ||||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 1 371 | 209 | ||||||
| 2026-05-12 | 13F | Entrust Financial Llc | 418 | 391,76 | 64 | 472,73 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 831 | 48,39 | 127 | 63,64 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 4 530 | 0,87 | 692 | 11,63 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 92 055 | 8,25 | 14 061 | 19,93 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2 960 | 6,98 | 452 | 18,64 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 1 579 | 241 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 7 861 | 2,81 | 1 201 | 13,85 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 4 259 | 26,68 | 630 | 30,77 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 264 639 | 5,28 | 40 424 | 16,64 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 16 889 | 0,63 | 2 580 | 11,50 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 320 027 | 6,65 | 48 884 | 18,16 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 295 | 45 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 84 517 | 26,94 | 12 910 | 40,64 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 8 153 | 3,91 | 1 245 | 15,17 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10 794 | 3,28 | 1 649 | 14,44 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 4 616 | 705 | ||||||
| 2026-05-15 | 13F | Quantitative Investment Management, LLC | 15 083 | 2 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 7 353 | 1,90 | 1 123 | 12,98 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 21 586 | 8,34 | 3 297 | 20,02 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 69 935 | 9 642 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 169 012 | 1,37 | 25 825 | 12,32 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 96 473 | 3,71 | 14 736 | 14,90 | ||||
| 2026-05-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 20 000 | 3 055 | ||||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 1 819 | 278 | ||||||
| 2026-04-06 | 13F | Old Port Advisors | 21 101 | 0,52 | 3 223 | 11,37 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 1 706 | 261 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 714 700 | 60,90 | 109 170 | 78,26 | |||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 37 100 | 178,95 | 5 667 | 209,17 | |||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 63 250 | 585,71 | 9 661 | 660,11 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 2 645 | 364,04 | 404 | 417,95 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 50 | 127,27 | 8 | 133,33 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Put | 84 000 | 1 050,68 | 12 831 | 1 175,45 | |||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 2 167 | 331 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 502 | 56,39 | 73 | 55,32 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 260 | 87,05 | 40 | 105,26 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 3 883 | 24,30 | 593 | 37,91 | ||||
| 2026-04-15 | 13F | Steadtrust LLC | 5 767 | 0,44 | 881 | 11,25 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 17 483 | 7,16 | 2 629 | 16,13 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 517 027 | 4,28 | 71 282 | 12,11 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 20 665 | 0,80 | 3 157 | 11,68 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 3 636 | 0,14 | 555 | 11,00 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 12 799 | 5,88 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 8 428 | 0,08 | 1 287 | 10,85 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 18 704 | 0,13 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 32 801 | 0,24 | 5 010 | 11,06 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 1 546 | 236 | ||||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 6 716 | 3,47 | 1 026 | 14,65 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 33 708 | 3,72 | 5 149 | 14,91 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 895 677 | 2,91 | 289 565 | 14,02 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 1 970 | 3,14 | 301 | 14,07 | ||||
| 2026-05-14 | 13F | Peak6 Llc | 2 779 | 144,63 | 424 | 171,79 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 1 786 | 1,88 | 273 | 12,86 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 3 654 | 2,96 | 558 | 14,11 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 100 | 15 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 113 276 | 16,47 | 17 303 | 29,03 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 41 281 | 10,48 | 6 306 | 22,40 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 597 | 2,63 | 244 | 13,55 | ||||
| 2026-04-21 | 13F | LCM Capital Management Inc | 3 272 | 1,77 | 500 | 12,64 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 1 329 | 203 | ||||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 2 143 | 3,03 | 295 | 10,90 | ||||
| 2026-05-18 | 13F/A | Janus Henderson Group Plc | 2 275 938 | 1,86 | 347 649 | 12,85 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 26 190 | 4,91 | 4 001 | 16,25 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 2 058 | 2,49 | 314 | 13,77 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 4 634 | 12,69 | 708 | 24,91 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 12 014 | 0,95 | 1 835 | 11,89 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2 748 | 83,44 | 420 | 103,40 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 13 885 749 | 85,99 | 2 121 048 | 106,06 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2 687 | 410 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 989 | 3,64 | 457 | 14,86 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 1 365 | 209 | ||||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 50 625 | 0,37 | 7 733 | 11,20 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 1 331 | 203 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9 719 | 1,39 | 1 485 | 12,34 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 24 066 | 5,14 | 3 676 | 16,51 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 16 | 2 | ||||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 338 | 52 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 126 885 | 472,69 | 19 382 | 534,61 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 2 463 | 0,33 | 374 | 10,65 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3 219 | 11,00 | 474 | 11,27 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 71 | 11 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 9 953 | 77,42 | 1 520 | 96,64 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 71 531 | 0,89 | 10 926 | 11,77 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 2 231 | 341 | ||||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 51 | 8 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 61 012 | 1,92 | 9 320 | 12,93 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 8 978 | 1 380 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 1 788 | 2,58 | 273 | 13,75 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 18 312 | 5,47 | 2 797 | 16,88 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 6 093 | 16,43 | 931 | 28,99 | ||||
| 2026-04-24 | 13F | Ninety One UK Ltd | 76 | 46,15 | 12 | 57,14 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 4 310 | 658 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 126 421 | 55,54 | 19 311 | 72,33 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 6 052 | 0,12 | 924 | 10,92 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 2 025 | 10,90 | 0 | |||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 47 699 | 0,96 | 7 286 | 11,87 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 48 040 | 3,03 | 7 338 | 14,16 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 29 981 | 1,25 | 4 580 | 12,18 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 142 | 22 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 23 610 | 13,60 | 3 606 | 25,86 | ||||
| 2026-05-07 | 13F | Tandem Investment Advisors, Inc. | 1 596 | 244 | ||||||
| 2026-05-11 | 13F | Td Asset Management Inc | 44 021 | 35,72 | 6 724 | 50,39 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 9 094 | 0,66 | 1 389 | 11,57 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 21 135 | 1,32 | 3 228 | 12,28 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 11 912 | 20,12 | 1 820 | 33,07 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 2 014 | 37,76 | 308 | 52,74 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2 539 | 19,26 | 388 | 32,08 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 4 010 | 19,95 | 613 | 33,04 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 1 670 | 255 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2 102 | 321 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 24 095 | 22,19 | 3 681 | 35,39 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 11 162 | 6,79 | 1 705 | 18,32 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 6 486 | 0,68 | 991 | 11,49 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 4 321 | 0,02 | 660 | 10,76 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 4 156 | 1 |
