Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Index Funds - Vanguard Small-Cap Growth ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Quent Long Short Global Small Cap Fund, LP, Junk Investment Group, LLC, Chilton Investment Co Llc, Stark Wealth Management LLC, Evergreen Wealth Solutions, LLC, ESG Planning, Baltimore-Washington Financial Advisors, Inc., Gateway Wealth Partners, LLC, Park National Corp /oh/, Vanguard Advisers Inc, Point72 Asset Management, L.P., Phillip James Consulting Co., Bouvel Investment Partners, LLC, Point72 Asset Management, L.P., Loomis Sayles & Co L P, Coastal Bridge Advisors, LLC, Nicolet Bankshares Inc, Point72 Asset Management, L.P., i LightSquare Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 331 | 2 000,00 | 711 | 2 051,52 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2 320 | 1,93 | 701 | 2,04 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 28 288 | 0,80 | 8 550 | 0,85 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 10 523 | 1,45 | 3 181 | 1,50 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 11 655 | 3 523 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 19 518 | 1,71 | 5 899 | 1,76 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 1 495 | 32,30 | 452 | 32,26 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 1 367 | 4,27 | 413 | 4,29 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 3 | 1 | ||||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 1 376 | 0,07 | 416 | 0,24 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 1 152 | 0,44 | 348 | 0,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 2 500 | 56,25 | 756 | 56,31 | |||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1 017 | 33 800,00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 261 | 79 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 2 872 | 0,49 | 868 | 0,58 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 1 604 | 28,63 | 485 | 28,72 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3 499 | 16,75 | 1 058 | 16,80 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1 363 | 0,07 | 412 | 0,00 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 33 972 | 1,73 | 10 268 | 1,77 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 12 469 | 0,89 | 3 769 | 0,94 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 16 917 | 7,25 | 5 113 | 7,30 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 1 585 | 479 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 3 125 | 0,22 | 945 | 0,32 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 1 387 | 419 | ||||||
| 2026-05-27 | 13F | Tenret Co LLC | 17 038 | 5,32 | 5 150 | 5,36 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 211 | 8,76 | 64 | 8,62 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 8 949 | 21,24 | 2 705 | 21,31 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 112 | 0 | ||||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 9 852 | 3,49 | 2 978 | 3,55 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 1 591 | 7,65 | 486 | 8,74 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 28 888 | 2,08 | 8 732 | 2,13 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 39 | 12 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 937 | 0,32 | 283 | 1,44 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 317 | 256,18 | 96 | 265,38 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 3 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 24 898 | 19,63 | 7 525 | 19,69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4 384 | 1,95 | 1 325 | 2,08 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 631 | 188 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5 626 | 20,37 | 1 701 | 21,43 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 4 433 | 1,51 | 1 340 | 1,52 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 367 120 | 110 962 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 1 714 | 518 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1 351 | 408 | ||||||
| 2026-05-12 | 13F | Argentarii, LLC | 13 152 | 903,20 | 397 | 0,25 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 697 629 | 0,47 | 210 858 | 0,52 | ||||
| 2026-05-14 | 13F | Betterment LLC | 20 264 | 4,54 | 6 | 20,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 673 | 23,03 | 205 | 15,82 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 775 | 0,13 | 234 | 0,43 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 3 | 1 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 066 | 1,92 | 624 | 1,96 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 5 244 | 13,68 | 1 722 | 23,55 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1 712 | 31,19 | 517 | 31,22 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3 960 | 3,39 | 1 197 | 3,46 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9 633 | 92,05 | 2 912 | 92,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 657 | 161,75 | 199 | 164,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17 774 | 1,72 | 5 372 | 1,76 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3 932 | 5,33 | 1 188 | 5,41 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 2 669 | 2,61 | 807 | 2,68 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 15 973 | 11,13 | 4 828 | 11,17 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 13 174 | 22,43 | 3 982 | 22,49 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 11 622 | 11,09 | 4 | 200,00 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 24 422 | 486,79 | 7 382 | 487,19 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 1 954 | 2,09 | 591 | 2,08 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 1 319 | 4,60 | 399 | 4,74 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1 294 | 4,02 | 394 | 5,07 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 62 700 | 18 942 | ||||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 2 449 | 6,11 | 740 | 6,17 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 773 | 63,42 | 234 | 64,08 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 9 316 | 1,21 | 2 816 | 1,26 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 71 414 | 6,44 | 21 585 | 6,48 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2 885 | 6,81 | 872 | -1,02 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 891 | 269 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 2 934 | 7,16 | 887 | 7,13 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 5 508 | 1 665 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 367 | 2,80 | 111 | 2,80 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 22 877 | 13,55 | 6 915 | 13,60 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2 686 | 258,13 | 812 | 263,68 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 7 716 | 1,59 | 2 332 | 1,66 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 300 | 91 | ||||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 5 489 | 4,37 | 1 659 | 4,47 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 1 488 | 3,12 | 450 | 2,98 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1 264 | 0,80 | 382 | 1,06 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 719 | 217 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 36 216 | 0,84 | 10 947 | 0,88 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2 782 | 1,46 | 841 | 1,45 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 127 | 5,83 | 38 | 5,56 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1 252 | 13,00 | 378 | 13,17 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 8 307 | 3,69 | 2 511 | 3,72 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4 822 | 0,88 | 1 458 | 0,90 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 754 | 228 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 322 | 2 200,00 | 97 | 2 325,00 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 946 | 0,64 | 286 | 0,71 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 5 987 | 0,66 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 48 307 | 0,56 | 14 601 | 0,60 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 7 336 | 4,01 | 2 217 | 4,08 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5 645 | 1,80 | 1 706 | 1,85 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 402 | 1,26 | 121 | 0,83 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1 959 | 1 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 1 125 | 1,35 | 340 | 2,73 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 9 947 | 40,85 | 3 006 | 40,93 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 6 476 | 4,42 | 1 957 | 4,48 | ||||
| 2026-05-05 | 13F | UBS Group AG | 769 517 | 5,87 | 232 587 | 5,92 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 2 776 | 1,72 | 839 | 1,82 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 609 318 | 2,84 | 486 416 | 2,89 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 46 866 | 2,33 | 14 165 | 2,39 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 2 928 | 885 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4 495 | 0,16 | 1 359 | 0,22 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 5 217 | 2 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1 731 | 0,06 | 523 | 0,19 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 970 | 12,01 | 293 | 12,26 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 42 653 | 12,17 | 12 917 | 12,43 | ||||
| 2026-04-23 | 13F | Bell Bank | 2 181 | 0,55 | 659 | 0,61 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 649 | 217 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 6 705 | 3,06 | 2 027 | 3,10 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 5 957 | 4,47 | 1 800 | 4,53 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 2 325 | 703 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4 872 | 12,60 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 15 646 | 110,86 | 4 729 | 111,02 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 13 561 | 0,65 | 4 099 | 0,69 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9 327 | 2 819 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 137 928 | 1,93 | 41 689 | 1,97 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 487 734 | 17,86 | 147 408 | 17,92 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 27 | 35,00 | 8 | 33,33 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 1 488 | 97,09 | 450 | 96,93 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 14 774 | 22,90 | 4 465 | 22,97 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 12 311 | 0,97 | 3 969 | 7,74 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 929 | 1,75 | 281 | 1,82 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1 130 | 0,09 | 341 | 0,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 936 579 | 2,87 | 585 332 | 2,91 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 24 385 | 27,46 | 7 371 | 27,53 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 1 379 | 0,66 | 417 | 0,73 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 610 | 204 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 1 406 | 73,15 | 425 | 73,06 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 101 | 197,06 | 31 | 200,00 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 32 605 | 333,69 | 9 855 | 333,91 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 14 116 | 0,27 | 4 267 | 0,31 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1 358 | 1,95 | 410 | 1,99 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5 868 | 17,67 | 1 773 | 19,25 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 4 584 | 2,39 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 1 511 | 72,29 | 457 | 72,73 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 2 440 | 737 | ||||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2 871 | 868 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 9 484 | 1 017,08 | 2 867 | 1 019,53 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 36 | 2,86 | 11 | 0,00 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 3 965 | 1 199 | ||||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 1 804 | 0,67 | 545 | 0,74 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 6 440 | 1,71 | 1 947 | 1,78 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 35 519 | 59,71 | 10 736 | 59,79 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 1 753 | 0,11 | 530 | 0,19 | ||||
| 2026-05-11 | 13F | Commerce Bank | 26 183 | 34,16 | 7 914 | 34,23 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 2 547 | 7,79 | 770 | 7,85 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 7 279 | 682 | ||||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 214 055 | 0,86 | 64 698 | 0,91 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 95 425 | 5,20 | 28 842 | 5,25 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 51 387 | 2,27 | 16 301 | 7,39 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 708 | 222 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 27 683 | 2,52 | 8 367 | 2,57 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 545 | 0,18 | 165 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 22 173 | 4,07 | 6 702 | 4,12 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 942 | 22,76 | 587 | 22,80 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 1 277 | 386 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 | 0 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 4 098 | 33,22 | 1 239 | 33,26 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 40 | 12 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 204 118 | 0,31 | 61 695 | 0,36 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 2 474 | 0,61 | 748 | 0,67 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 710 | 215 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 3 897 | 0,52 | 1 178 | 0,51 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 352 | 5,71 | 106 | 6,00 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1 721 | 520 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 4 949 | 4,08 | 1 496 | -2,29 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 200 | 61 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 2 514 | 0,04 | 760 | 0,00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 27 242 | 1,13 | 8 234 | 1,17 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 171 756 | 3,17 | 51 913 | 3,21 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 3 720 | 1 124 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 121 688 | 36 780 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 4 111 | 2,54 | 1 243 | 2,56 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 398 | 3,27 | 725 | 3,28 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 1 473 | 13,48 | 445 | 13,52 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 50 303 | 9,48 | 15 204 | 9,53 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11 027 | 3 333 | ||||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 1 676 | 507 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9 661 | 18,90 | 2 920 | 18,99 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 368 412 | 4,53 | 111 353 | 4,58 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 2 564 | 170,75 | 1 | |||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 23 621 | 3,51 | 7 139 | 3,55 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 140 744 | 23,65 | 42 540 | 23,71 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 16 412 | 54,83 | 4 961 | 54,90 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1 341 | 405 | ||||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 2 490 | 0,08 | 753 | 0,13 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 2 548 | 23,33 | 770 | 23,40 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 11 109 | 167,49 | 3 358 | 191,91 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 2 601 | 3,38 | 786 | 3,42 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 1 688 | 0,24 | 1 | |||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 1 524 | 0,07 | 461 | 0,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 32 | 10 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 6 827 | 5,35 | 2 063 | 5,42 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 29 423 | 17,72 | 8 893 | 17,77 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 95 | 29 | ||||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 1 385 | 0,80 | 456 | 9,88 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 4 140 | 2,65 | 1 251 | 2,71 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3 949 | 1 | ||||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 159 | 48 | ||||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 11 096 | 2,25 | 3 354 | 2,29 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 4 214 | 1,15 | 1 274 | 1,19 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1 961 | 11,80 | 593 | 11,70 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 29 915 | 6,69 | 9 042 | 6,73 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 18 386 | 5,55 | 5 557 | 5,61 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 151 879 | 35,83 | 45 905 | 35,90 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3 696 | 41,34 | 1 117 | 41,44 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2 708 | 0,22 | 825 | 1,10 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 3 986 | 4,76 | 1 336 | 11,44 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2 649 | 4,05 | 801 | 4,03 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 9 609 | 1 031,80 | 2 904 | 1 034,38 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2 763 | -8,66 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 6 435 | 13,93 | 1 945 | 13,95 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 5 946 | 5,76 | 1 797 | 5,83 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 1 898 | 0,11 | 574 | 0,17 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 1 373 | 0,37 | 415 | 1,72 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 3 571 | 28,27 | 1 079 | 28,30 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 281 | 1,59 | 387 | 1,84 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 206 025 | 14,21 | 70 755 | 29,79 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 910 | 11,66 | 275 | 11,79 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3 244 | 984 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 20 126 | 6,72 | 6 083 | 6,78 | ||||
| 2026-04-07 | 13F | InvesTrust | 1 949 | 3,73 | 589 | 3,88 | ||||
| 2026-05-12 | 13F | ESG Planning | 8 710 | 2 633 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 856 | 27,95 | 259 | 27,72 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 1 640 | 23,31 | 496 | 23,44 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 14 041 | 10,44 | 4 244 | 10,49 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 32 | 10 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 26 326 | 6,16 | 7 958 | 6,21 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 36 214 | 1,83 | 10 946 | 1,87 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 656 | 198 | ||||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5 222 | 1,62 | 1 578 | 1,68 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 174 | 3 380,00 | 53 | 5 100,00 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 141 | 43 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 728 | 220 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 301 | 0,33 | 91 | 0,00 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 31 964 | 7,66 | 9 661 | 7,72 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1 602 | 0,44 | 484 | 0,62 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 5 538 | 17,33 | 1 673 | 19,16 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 817 | 247 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 46 | 2,22 | 14 | 0,00 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 12 256 | 0,31 | 3 704 | 0,35 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 492 | 149 | ||||||
| 2026-04-22 | 13F | Motco | 140 | 42 | ||||||
| 2026-05-14 | 13F | Apriem Advisors | 6 452 | 20,04 | 1 950 | 20,15 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2 554 | 3,03 | 772 | 3,07 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 4 752 | 0,83 | 1 436 | 0,91 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 43 186 | 12,40 | 13 053 | 12,45 | ||||
| 2026-05-08 | 13F | Bokf, Na | 6 514 | 4,79 | 1 969 | 4,85 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 725 | 219 | ||||||
| 2026-05-13 | 13F/A | MWA Asset Management | 1 622 | 4,85 | 490 | 4,93 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 10 451 | 2,55 | 3 159 | -0,50 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1 578 | 6,05 | 477 | 6,24 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 14 693 | 13,19 | 4 255 | 7,45 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 536 196 | 5,79 | 162 065 | 5,84 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 1 105 | 0,09 | 334 | 0,30 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 23 022 | 6 959 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 24 933 | 8,19 | 7 536 | 8,24 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 450 | 438 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 4 213 | 6,93 | 1 273 | 6,97 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 148 527 | 3,09 | 44 896 | 3,14 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 5 376 | 3,13 | 1 625 | 3,17 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6 532 | 1,05 | 1 974 | 1,13 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3 204 | 40,53 | 968 | 40,70 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 19 963 | 6,09 | 6 929 | 16,24 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 149 329 | 26,71 | 45 135 | 26,76 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 41 097 | 3,07 | 12 421 | 3,12 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 4 168 | 3,86 | 1 260 | 3,88 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 788 | 4,10 | 238 | 4,39 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 317 128 | 4,73 | 95 852 | 4,77 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 9 973 | 1,73 | 3 014 | 1,79 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 7 941 | 0,72 | 2 400 | 0,80 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 326 | 98 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 662 | 200 | ||||||
| 2026-05-05 | 13F | Zeit Capital LLC | 16 635 | 0,67 | 5 028 | 0,72 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 387 | 11,53 | 117 | 39,76 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 138 366 | 0,07 | 41 821 | 0,11 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 28 537 | 86,82 | 8 625 | 86,93 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8 271 | 12,39 | 2 521 | 13,41 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8 588 | 2 596 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 24 464 | 2,21 | 7 394 | 2,25 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 637 264 | 21,09 | 192 613 | 21,14 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1 289 | 0,16 | 390 | 0,26 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 10 782 | 0,77 | 3 259 | 0,80 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 212 492 | 0,61 | 64 223 | 0,65 | ||||
| 2026-05-12 | 13F | Creative Planning | 124 032 | 1,50 | 37 489 | 1,54 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1 534 | 21,46 | 464 | 21,52 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 7 150 | 0,10 | 2 161 | 0,14 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 11 129 | 2,91 | 3 364 | 2,97 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 3 945 | 11,60 | 1 192 | 11,72 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 54 767 | 4,57 | 16 553 | 4,62 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 10 372 | 16,81 | 3 135 | 16,85 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 9 003 | 9,61 | 2 721 | 9,67 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 367 | 111 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 539 | 0,52 | 465 | 0,65 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 810 | 245 | ||||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 1 552 | 2,99 | 469 | 2,86 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 2 912 | 0,10 | 880 | 0,23 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 10 877 | 116,93 | 3 653 | 141,22 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3 250 | 323,73 | 1 065 | 330,77 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 12 730 | 3,21 | 3 848 | 3,25 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 4 102 | 18,52 | 1 240 | 18,56 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 8 093 | 1,29 | 2 446 | 0,37 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 930 | 36,76 | 281 | 37,07 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 2 774 | 838 | ||||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2 818 | 0,04 | 852 | 0,00 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 129 093 | 3,69 | 39 018 | 3,74 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 19 945 | 20,23 | 6 028 | 20,30 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 408 | 946,15 | 123 | 1 018,18 | ||||
| 2026-01-29 | 13F | Comerica Bank | 94 403 | 2,68 | 28 520 | 4,23 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 944 | 2,28 | 285 | 2,52 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 764 | 231 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 8 311 | 2 512 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 807 814 | 4,06 | 244 162 | 4,10 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 63 324 | 76,24 | 19 140 | 76,33 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 767 | 0,13 | 232 | 0,00 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 1 217 | 69,50 | 368 | 69,91 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 12 734 | 10,97 | 3 849 | 11,02 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1 431 | 30,57 | 433 | 30,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23 257 | 448,51 | 7 026 | 457,18 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 26 188 | 8,83 | 7 915 | 8,89 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 3 419 | 0,50 | 1 034 | 0,58 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 950 | 23,38 | 287 | 23,71 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 4 782 | 81,14 | 1 445 | 81,30 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 1 729 | 32,80 | 523 | 32,82 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 949 | 0,11 | 287 | 0,00 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 3 153 | 0,19 | 913 | -4,00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1 921 | 0,05 | 581 | 0,00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 37 888 | 11,19 | 11 451 | 11,24 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 1 088 | 4,51 | 329 | 4,46 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 8 330 | 3,32 | 2 518 | 3,37 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 948 | 11,01 | 287 | 11,28 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 227 911 | 0,75 | 68 441 | 1,64 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 12 438 | 3,02 | 3 759 | 3,07 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 1 251 | 1,79 | 378 | 1,89 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 784 | 0,13 | 237 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26 454 | 19,79 | 7 994 | 19,82 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 4 296 | 378,40 | 1 298 | 378,97 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 2 500 | 4,17 | 756 | 4,14 | |||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8 440 | 2 551 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 28 093 | 1,82 | 8 491 | 1,87 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 9 668 | 1,46 | 2 922 | 1,53 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 5 740 | 0,38 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1 825 | 3,99 | 552 | 3,96 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 2 860 | 9,66 | 865 | 9,78 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 2 153 | 0,51 | 651 | 0,46 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 10 341 | 1,47 | 3 126 | 1,53 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1 990 | 10,86 | 601 | 10,89 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14 836 | 6,12 | 4 482 | 6,13 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2 915 | 881 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 214 | 19,55 | 65 | 18,52 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 21 523 | 2,40 | 6 505 | 2,46 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 43 | 13 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 772 | 46,21 | 233 | 46,54 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4 721 | 1,16 | 1 427 | 1,28 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 14 115 | 0,01 | 4 266 | 0,07 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6 685 | 0,03 | 2 021 | 0,10 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 2 387 | 118,79 | 2 238 | 579,94 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8 329 | 100,51 | 2 517 | 100,72 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 2 913 | 19,63 | 880 | 19,73 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4 | 1 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 9 750 | 17,64 | 2 947 | 17,70 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1 045 | 10,70 | 316 | 10,53 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 2 602 | 2,00 | 786 | 2,08 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 1 667 | 92,94 | 504 | 92,72 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 424 | 130,26 | 1 035 | 130,51 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 60 452 | 6,14 | 18 272 | 6,19 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 28 038 | 5,74 | 8 474 | 5,79 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1 302 | 0,08 | 394 | 0,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 969 157 | 2,02 | 292 784 | 3,56 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 23 082 | 3,31 | 7 | 0,00 | ||||
| 2026-04-24 | 13F | Balentine LLC | 30 | 9 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 3 532 | 1,73 | 1 068 | 1,81 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 12 061 | 3 378 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 617 063 | 19,77 | 182 026 | 16,95 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 841 | 1,45 | 254 | 1,60 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3 058 | 2,62 | 924 | 2,67 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 180 | 55 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 70 | 21 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5 240 | 14,71 | 1 584 | 14,79 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 3 217 | 20,22 | 972 | 29,64 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 7 422 | 6,76 | 2 243 | 6,81 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1 946 | 2,69 | 588 | 2,80 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 1 738 | 0,70 | 525 | 0,77 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 14 834 | 4,38 | 4 484 | 4,43 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 7 400 | 2 237 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4 808 | 32,34 | 1 453 | 32,45 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 34 088 | 11,22 | 10 303 | 11,26 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 4 046 | 1 223 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 37 811 | 24,15 | 11 428 | 24,20 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 37 328 | 34,15 | 11 293 | 34,25 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 2 986 | 903 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 4 700 | 1 421 | |||||
| 2026-04-22 | 13F | Bravera Wealth | 10 898 | 18,60 | 3 294 | 18,62 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 462 | 93,31 | 140 | 95,77 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 603 872 | 0,09 | 182 520 | 0,14 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 42 420 | 1,39 | 12 821 | 1,44 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 2 633 | 29,96 | 796 | 29,90 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 8 602 | 1,10 | 2 600 | 1,13 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 25 | 13,64 | 8 | 16,67 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1 777 | 0,06 | 537 | 0,19 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 994 | 300 | ||||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 10 | 0 | ||||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 4 733 | 13,47 | 1 430 | 15,15 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 1 829 | 0,11 | 553 | 0,18 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 531 766 | 1,60 | 160 723 | 0,64 | ||||
| 2026-05-06 | 13F | Geneva Capital Management Llc | 11 351 | 105,82 | 3 431 | 106,01 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5 617 | 0,11 | 1 698 | 0,18 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 84 555 | 3,59 | 26 | 4,17 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 1 500 | 0,33 | 453 | 0,44 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 37 839 | 79,54 | 11 432 | 115,44 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 275 | 83 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 655 | 219 | ||||||
| 2026-04-23 | 13F | TFC Financial Management | 766 | 3,10 | 231 | 3,13 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 138 | 42 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 386 | 117 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29 901 | 36,52 | 9 034 | 36,57 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 7 934 | 2,10 | 2 398 | 2,13 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 670 | 203 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2 427 | 12,10 | 734 | 12,08 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4 289 | 1,47 | 1 296 | 1,57 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2 008 | 8,48 | 607 | 8,59 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 14 005 | 4 233 | ||||||
| 2026-04-21 | 13F | River Street Advisors LLC | 2 112 | 638 | ||||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 1 355 | 0,15 | 410 | 0,25 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 13 004 | 1,29 | 3 930 | 130 900,00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8 459 | 0,20 | 2 557 | 0,24 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 3 553 | 1 074 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3 865 | 5,72 | 1 168 | 5,80 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 97 146 | 11,06 | 29 362 | 11,11 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 18 748 | 0,71 | 5 667 | 0,76 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 88 509 | 2,94 | 26 752 | 2,99 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 1 004 | 0,10 | 304 | 0,00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 71 442 | 13,94 | 21 593 | 14,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 37 938 | 0,55 | 11 467 | 0,60 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2 506 | 155,98 | 758 | 156,61 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 780 | 0,13 | 236 | 0,00 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 22 | 7 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 17 551 | 21,24 | 5 305 | 21,29 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 1 962 | 0,62 | 593 | 0,68 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1 736 | 3,77 | 525 | 3,76 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 19 124 | 5 780 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 39 | 12 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 139 711 | 1,19 | 42 228 | 1,24 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1 075 | 6,65 | 325 | 6,58 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 5 481 | 3,67 | 1 657 | 3,69 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 1 885 | 1,73 | 570 | 1,79 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2 226 | 6,71 | 1 | |||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 40 427 | 0,36 | 12 219 | 0,41 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 2 300 | 220 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 7 528 | 2 275 | ||||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 38 458 | 26,10 | 12 | 22,22 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 133 265 | 2,01 | 40 279 | 2,06 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 47 625 | 7,31 | 14 395 | 7,36 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 18 932 | 2,25 | 5 722 | 2,31 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1 854 | 0,71 | 560 | 0,72 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2 674 | 4,37 | 808 | 4,39 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 65 227 | 19,03 | 19 715 | 20,88 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4 822 | 0,88 | 1 458 | 0,90 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 7 119 | 0,04 | 2 152 | 0,09 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 19 | 6 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 100 821 | 0,05 | 30 473 | 0,10 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 2 257 | 682 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 13 248 | 21,06 | 4 004 | 21,15 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 52 678 | 129,38 | 15 922 | 129,51 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1 055 | 306 | ||||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 1 101 | 0,09 | 333 | 0,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 134 | 40 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 66 835 | 1,19 | 20 201 | 1,24 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2 884 | 0,24 | 872 | 0,23 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1 598 | 1,52 | 483 | 1,68 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 54 | 16 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 99 434 | 55,41 | 30 054 | 55,48 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 86 224 | 3,37 | 26 061 | 3,42 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 38 400 | 49,42 | 11 606 | 49,48 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 8 400 | 950,00 | 2 539 | 953,11 | |||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 6 583 | 0,61 | 1 990 | 0,66 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 4 943 | 4,28 | 1 494 | 4,26 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1 912 | 59,07 | 578 | 56,79 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 316 577 | 0,91 | 95 685 | 0,95 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 8 499 | 2,91 | 2 569 | 2,93 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 6 086 | 22,23 | 1 839 | 22,27 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 59 644 | 12,62 | 18 036 | 12,67 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 21 769 | 14,57 | 6 580 | 14,62 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1 590 | 10,96 | 481 | 11,11 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 8 904 | 26,69 | 2 691 | 26,75 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3 637 | 6,03 | 1 099 | 6,08 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 118 422 | 2,95 | 35 793 | 105 173,53 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4 593 | 6,49 | 1 388 | 6,52 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 2 200 | 0,14 | 655 | -1,36 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 11 | 3 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 14 656 | 14,52 | 4 430 | 14,56 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 1 747 | 0,98 | 588 | 7,30 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 10 132 | 1,40 | 3 062 | 1,46 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 314 286 | 2,63 | 94 993 | 2,67 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 75 423 | 4,61 | 22 796 | 4,66 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 177 | 16,45 | 53 | 17,78 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 15 238 | 5,72 | 4 606 | 5,76 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 899 | 0,11 | 272 | 0,00 | ||||
| 2026-04-16 | 13F | Friday Financial | 4 508 | 5,82 | 1 363 | 5,91 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 35 049 | 3,70 | 10 594 | 3,75 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1 316 | 45,90 | 398 | 45,96 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 46 157 | 1,91 | 13 951 | 1,97 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 3 029 | 5,87 | 915 | 5,90 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 2 283 | 6,29 | ||||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 1 258 | 6,61 | 380 | 6,74 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 54 938 | 1,78 | 16 605 | 1,83 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 19 266 | 1,01 | 5 823 | 1,06 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1 031 328 | 0,63 | 311 689 | 0,66 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 798 | 0,13 | 241 | 0,42 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 5 674 | 0,11 | 1 715 | 0,18 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 709 | 3,61 | 4 446 | 3,66 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 776 | 234 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 2 163 | 167,70 | 654 | 167,62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 75 583 | 38,42 | 22 834 | 40,52 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 19 781 | 14,42 | 5 978 | 14,46 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 569 | 97,57 | 172 | 96,55 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 35 763 | 117,95 | 10 809 | 118,06 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 1 401 | 467 | ||||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 4 621 | 7,27 | 1 397 | 7,30 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 62 612 | 0,21 | 18 916 | 0,21 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 2 182 | 4,10 | 659 | 4,11 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 295 512 | 14,69 | 89 398 | 14,72 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 1 390 | 0,07 | 420 | 0,24 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 35 397 | 3,50 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6 949 | 230,59 | 2 100 | 230,71 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 183 200 | 55 372 | ||||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3 357 | 1 015 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 167 255 | 144,98 | 50 553 | 145,10 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 3 022 | 1,92 | 913 | 2,01 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 5 628 | 0,70 | 1 701 | 0,77 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 162 | 49 | ||||||
| 2026-04-13 | 13F | Trust Co | 4 203 | 1,06 | 1 270 | 1,11 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 2 277 | 10,64 | 688 | 10,79 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 539 | 10,91 | 163 | 10,96 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 9 370 | 1,47 | 2 831 | 2,98 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 675 | 204 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 4 350 | 7,67 | 1 315 | 7,70 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 368 | 111 | ||||||
| 2026-05-12 | 13F | Entrust Financial Llc | 650 | 1,40 | 196 | 1,55 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 5 177 | 5,27 | 1 642 | 5,32 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 9 | 3 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 6 119 | 0,11 | 1 851 | 0,16 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 8 597 | 5,38 | 2 879 | 8,76 |
