Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF, to m.in Ionic Capital Management LLC, First Eagle Investment Management, LLC, Planning Project LLC, Gsa Capital Partners Llp, Horizon Investments, LLC, Schonfeld Strategic Advisors LLC, Tiff Advisory Services Inc, TRB Wealth Management, LLC, Nissay Asset Management Corp /japan/ /adv, Transmarket Holdings LP, Yeomans Consulting Group, Inc., Nicolet Bankshares Inc, Reflection Asset Management, Marin Bay Wealth Advisors, LLC, Angel Oak Capital Advisors, LLC, Cherrydale Wealth Management, Llc, Gallagher Capital Advisors, LLC, Intesa Sanpaolo Wealth Management, XY Planning Network, Inc., i Associated Banc-corp .
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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Comerica Bank | 74 680 | 5,46 | 8 229 | 4,26 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 914 723 | 459,73 | 100 526 | 420,86 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 48 248 | 142,43 | 5 259 | 138,78 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 330 | 504,55 | 147 | 508,33 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 4 383 | 21,82 | 478 | 20,45 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 035 759 | 0,60 | 112 887 | -0,49 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4 887 | 533 | ||||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 57 084 | 2,32 | 6 222 | 1,20 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 2 849 | 0,85 | 311 | -0,32 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 28 185 | 13,52 | 3 072 | 12,29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 6 608 | 720 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 86 | 2,38 | 9 | 0,00 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 6 075 | 156,55 | 662 | 154,62 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 46 420 | 22,24 | 5 059 | 20,91 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 2 842 | 4,95 | 310 | 3,69 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 9 451 | 5,32 | 1 030 | 4,36 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 289 047 | 340,89 | 31 503 | 336,09 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 128 100 | 2 871,47 | 13 928 | 2 819,92 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 22 722 | 2 504 | ||||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 58 063 | 39,80 | 6 328 | 38,29 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1 075 | 10,03 | 117 | 9,35 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 8 203 | 894 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 15 836 | 391,34 | 1 726 | 385,92 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 17 724 | 1,97 | 1 932 | 0,84 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 5 393 | 133,26 | 586 | 130,31 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 257 087 | 28 328 | ||||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 1 648 | 10,46 | 180 | 9,15 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 16 960 | 0,36 | 1 848 | -0,75 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 2 639 | 288 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 306 | 33 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 105 100 | 12,46 | 11 455 | 11,23 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 13 278 | 1 464 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 179 052 | 111,67 | 19 512 | 109,35 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 25 799 022 | 13,12 | 2 811 835 | 11,89 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 2 010 | 5,24 | 219 | 4,29 | ||||
| 2026-05-01 | 13F | CV Advisors LLC | 22 712 | 5,88 | 2 476 | 4,74 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 2 092 710 | 32,04 | 226 661 | 29,24 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 295 | 8,86 | 32 | 10,34 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 2 078 | 3,90 | 227 | 2,73 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 44 619 | 10,13 | 4 863 | 8,94 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 5 579 | 31,24 | 608 | 29,91 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 2 126 | 11,84 | 232 | 10,53 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 2 712 | 2,03 | 296 | 1,03 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 4 250 | 463 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 2 112 | 230 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 13 865 | 6,33 | 1 511 | 5,22 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 123 | 19,20 | 340 | 18,06 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 2 852 | 4,16 | 311 | 2,99 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 110 748 | 2 230,07 | 12 070 | 2 207,84 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 14 026 | 38,13 | 1 529 | 36,67 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 1 831 | 6,83 | 0 | |||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 2 192 | 0,46 | 239 | -0,83 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 25 182 | 2,83 | 2 775 | 1,65 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 821 | 646,36 | 89 | -16,82 | ||||
| 2026-05-15 | 13F | Css Llc/il | Put | 25 000 | 2 725 | |||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 1 270 | -16,84 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 7 943 | 0,19 | 866 | -0,92 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 10 044 | 12,02 | 1 095 | 10,84 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 199 050 | 9,93 | 457 654 | 8,74 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13 384 | 8,58 | 1 459 | 7,36 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 43 836 | 340,25 | 4 763 | 332,12 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 4 003 | 25,05 | 435 | 23,58 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 3 558 | 0,71 | 388 | -0,51 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 12 975 | 4,01 | 1 414 | 2,91 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 68 663 | 4,36 | 7 484 | 3,23 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 47 380 | 0,14 | 5 164 | -0,96 | ||||
| 2026-05-14 | 13F | Aozora Bank, Ltd. | 400 000 | 566,67 | 44 | 616,67 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 102 902 | 287,46 | 11 215 | 283,29 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 9 598 | 17,08 | 1 046 | 15,07 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 68 175 | 4,82 | 7 430 | 3,68 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 331 893 | 3,94 | 36 173 | 2,39 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 7 804 | 31,91 | 851 | 30,57 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7 147 | 85,83 | 779 | 84,16 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 21 554 643 | 31,41 | 2 349 241 | 29,98 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 195 567 | 6,93 | 21 315 | 5,77 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 6 279 | 684 | ||||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 201 481 | 2,41 | 21 959 | 1,29 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 84 869 | 2,14 | 9 250 | 1,03 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 36 339 | 6,91 | 3 949 | 5,42 | ||||
| 2026-05-04 | 13F | Innealta Capital, Llc | 10 013 | 8,67 | 1 091 | 7,49 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 2 495 | 1,34 | 272 | 0,00 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 16 989 | 0,04 | 1 852 | -1,07 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 9 588 | 7,99 | 1 045 | 6,85 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 61 780 | 3,58 | 6 733 | 2,45 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 12 092 | 0,52 | 1 318 | -0,60 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 441 | 0,68 | 48 | 0,00 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 75 937 | 19,17 | 8 276 | 17,87 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 22 831 | 19,13 | 2 488 | 17,86 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 7 959 | 5,46 | 867 | 4,33 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9 126 | 995 | ||||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 3 443 454 | 6,15 | 375 302 | 5,00 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 33 924 | 1,22 | 3 726 | 0,22 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 1 569 008 | 4,39 | 171 006 | 3,26 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 3 195 | 13,26 | 348 | 12,26 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 6 043 | 1,46 | 659 | 0,30 | ||||
| 2026-05-11 | 13F | Waratah Capital Advisors Ltd. | Put | 1 080 000 | 117 709 | |||||
| 2026-05-15 | 13F | Ionic Capital Management LLC | Put | 650 000 | 70 844 | |||||
| 2026-05-15 | 13F | Bridgewater Associates, LP | 1 021 700 | 2,23 | 111 355 | 1,12 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 91 | 139,47 | 10 | 125,00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 257 303 | 15,66 | 28 043 | 14,41 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 296 592 | 29,85 | 32 326 | 28,44 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 24 979 | 5,22 | 2 722 | 4,09 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 57 | 1,79 | 6 | 0,00 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 120 513 | 475,85 | 13 135 | 469,56 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 36 607 | 17,27 | 3 990 | 15,99 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 267 204 | 2,11 | 29 123 | 1,00 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 18 355 | 7,11 | 2 001 | 5,93 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 276 301 | 56,97 | 30 114 | 55,27 | ||||
| 2026-05-15 | 13F | Madrid Financial Services | 2 354 | 257 | ||||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 41 667 | 2,75 | 4 562 | 1,81 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 2 935 | 0,10 | 320 | -1,24 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 4 750 | 518 | ||||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 10 786 | 17,16 | 1 176 | 15,88 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 812 | 582,35 | 0 | |||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 297 300 | 12,66 | 32 403 | 11,43 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 28 878 | 9,73 | 3 147 | 8,55 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | Put | 24 000 | 2 300,00 | 261 576 | 2 273,86 | |||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | Call | 5 000 | 54 495 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 6 244 041 | 5 611,76 | 680 538 | 5 549,96 | ||||
| 2026-05-12 | 13F | Creative Planning | 541 154 | 5,97 | 58 980 | 4,82 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 201 546 | 2,31 | 21 966 | 1,19 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 19 201 | 1,36 | 2 093 | 0,24 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 193 980 | 4,31 | 21 142 | 3,17 | ||||
| 2026-05-13 | 13F | Invst, LLC | 195 993 | 34,63 | 21 361 | 33,17 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 5 652 | 15,99 | 623 | 14,55 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 244 646 | 4,84 | 26 664 | 3,70 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 38 944 | -26,15 | ||||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 2 959 | 35,55 | 323 | 34,17 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 9 784 | 0,09 | 1 066 | -1,02 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5 848 | 1,02 | 640 | -0,47 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 158 | 0,64 | 17 | 0,00 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 44 403 | 37,28 | 4 839 | 35,77 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 104 452 | 1,82 | 11 384 | 0,71 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 174 720 | 2,11 | 19 043 | 0,99 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 134 747 | 8,00 | 14 686 | 6,83 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 4 408 | 0,52 | 480 | -0,62 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 73 532 | 0,49 | 8 102 | 0,48 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 160 780 | 1,21 | 126 513 | 0,11 | ||||
| 2026-05-15 | 13F | DV Trading LLC | Call | 350 100 | 366,80 | 38 157 | 361,73 | |||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 9 712 | 35,21 | 1 063 | 33,71 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 34 987 | 4,59 | 3 813 | 3,11 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 55 389 | 14,31 | 6 037 | 13,05 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 2 402 | 0,97 | 261 | -0,38 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 273 400 | 150,90 | 29 798 | 148,16 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 50 | 150,00 | 5 | 150,00 | ||||
| 2026-04-15 | 13F | Slocum, Gordon & Co LLP | 12 128 | 1,29 | 1 322 | 0,15 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 150 | 0,67 | 16 | 0,00 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3 016 | 329 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 179 097 | 39,46 | 19 520 | 37,94 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15 626 475 | 1 583,19 | 1 703 130 | 1 564,87 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 6 281 | 3,46 | 685 | 2,40 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 9 414 | 72 315,38 | 1 026 | 102 400,00 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 24 | 4,35 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 6 282 | 2,65 | 685 | 1,48 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 70 126 | 7 643 | ||||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 2 304 | 251 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 7 062 | 11,60 | 770 | 10,33 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 182 476 | 2,54 | 19 888 | 1,42 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 40 997 | 0,35 | 4 468 | -0,73 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 2 467 | 3,48 | 269 | 2,29 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 739 | 5,12 | 81 | 3,90 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 9 104 | 0,86 | 992 | -0,60 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 91 | 10 | ||||||
| 2026-05-15 | 13F | Nissay Asset Management Corp /japan/ /adv | 32 060 | 3 494 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 6 514 900 | 58,92 | 710 059 | 57,19 | |||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Put | 12 136 500 | 117,04 | 1 322 757 | 114,68 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 8 984 300 | 119,18 | 979 199 | 116,79 | |||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 3 763 | 0,61 | 410 | -0,49 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 5 701 | 2,57 | 621 | 1,47 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 21 128 | 1,33 | 2 303 | 0,22 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 1 197 | 13,78 | 130 | 13,04 | ||||
| 2026-04-27 | 13F | One River Asset Management, LLC | Put | 117 500 | 12 806 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 18 247 | 8,34 | 1 989 | 7,17 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 228 225 | 12,19 | 24 874 | 10,98 | ||||
| 2026-05-05 | 13F | Shaker Investments Llc/oh | 2 354 | 257 | ||||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 2 767 | 302 | ||||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 24 528 | 8,46 | 2 673 | 7,31 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 19 539 | 5,95 | 2 130 | 4,77 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Call | 17 009 800 | 270,83 | 1 853 898 | 266,79 | |||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 2 744 | 3,43 | 299 | 2,40 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 0 | 0 | ||||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 19 994 | 12,93 | 2 179 | 11,74 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 17 705 | 0,71 | 1 930 | -0,41 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | Put | 250 000 | 27 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 49 732 | 255,58 | 5 420 | 251,72 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 8 908 | 0,02 | 971 | -1,12 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 1 973 | 215 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 17 989 | 182,36 | 1 948 | 177,49 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3 494 | 2,43 | 382 | 1,60 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 101 085 | 1,75 | 110 117 | 906,00 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 0 | 0 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 8 033 | 12,26 | 875 | 11,04 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 163 788 | 0,70 | 17 851 | -0,40 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1 165 | 67,39 | 127 | 65,79 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 28 743 | 2,96 | 3 133 | 1,82 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 183 933 | 2,95 | 20 047 | 1,83 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 4 111 | 12,82 | 448 | 11,72 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6 025 | 66 844,44 | 657 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 705 | 0,57 | 77 | -1,30 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 316 | 0,64 | 34 | 0,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 34 027 | 8,08 | 3 709 | 6,89 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 2 280 | 249 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 19 216 | 1,13 | 2 094 | 0,05 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 6 665 | 35,14 | 726 | 33,70 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 6 270 | 1,47 | 683 | 0,44 | ||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | Put | 5 108 800 | 556 808 | |||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 3 | 0 | ||||||
| 2026-05-14 | 13F | Brigade Capital Management, Lp | Call | 1 000 000 | 108 990 | |||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 69 928 | 7 694 | ||||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 186 246 | 18,93 | 20 299 | 17,63 | ||||
| 2026-04-20 | 13F | Yorktown Management & Research Co Inc | 14 000 | 75,00 | 1 526 | 73,10 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 14 070 | 10,61 | 1 533 | 9,42 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 2 746 | 0,70 | 299 | -0,33 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 340 | 37 | ||||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 3 091 | 8,91 | 337 | 7,69 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 13 710 | 3,26 | 1 494 | 2,12 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 186 | 20 | ||||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 74 274 | 1,45 | 8 095 | 0,36 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 41 113 | 127,36 | 4 481 | 124,90 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 58 823 | 5,30 | 6 411 | 4,16 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 330 | 114,29 | 36 | 118,75 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 41 537 | 19,64 | 4 527 | 18,35 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 1 452 | 27,59 | 158 | 26,40 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 111 478 | 8,61 | 12 150 | 7,43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 875 | 0,31 | 313 | -0,63 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 9 466 | 2,80 | 1 032 | 1,68 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 211 500 | 9,55 | 23 051 | 7,11 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 22 362 | 2,61 | 2 437 | 1,50 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 491 359 | 2,03 | 53 553 | 0,92 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 268 104 | 6,92 | 29 221 | 5,75 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 35 | 4 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 2 730 | 298 | ||||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 17 854 | 57,01 | 1 946 | 55,35 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 98 371 | 21,47 | 10 721 | 20,15 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 24 736 | 1,75 | 2 698 | 0,19 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 8 998 | 0,51 | 981 | -0,61 | ||||
| 2026-05-14 | 13F | Boyer & Corporon Wealth Management, LLC | 18 384 | 1,83 | 2 004 | 0,70 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11 063 | 4,51 | 1 206 | 3,34 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 22 387 | 589,25 | 2 440 | 581,28 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 2 156 | 235 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 8 840 | 102,01 | 963 | 99,79 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 465 779 | 1,94 | 268 745 | 0,83 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 99 404 | 3,29 | 10 834 | 2,17 | ||||
| 2026-05-08 | 13F | North Dakota State Investment Board | 1 111 374 | 135,73 | 121 129 | 133,16 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 96 565 | 2,59 | 10 525 | 1,47 | ||||
| 2026-05-12 | 13F | Tiff Advisory Services Inc | 131 139 | 14 293 | ||||||
| 2026-05-15 | 13F | DV Trading LLC | 257 608 | 230,50 | 28 077 | 226,92 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 994 088 | 16,80 | 108 346 | 15,52 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | Call | 351 300 | 38 288 | |||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 10 249 | 20,96 | 1 117 | |||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 47 476 | 7,38 | 5 174 | 6,22 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | Put | 250 000 | 27 248 | |||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 10 138 | 1,08 | 1 105 | -0,09 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 256 772 | 28 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 115 308 | 12 567 | ||||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2 976 | 6,06 | 324 | 4,85 | ||||
| 2026-05-14 | 13F | Capula Management Ltd | 69 044 | 7 525 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 89 798 | 11,45 | 9 787 | 10,24 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 252 | 9,09 | 27 | 8,00 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 832 | 0,24 | 91 | -1,10 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 2 687 | 11,68 | 293 | 10,19 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 630 | 6,06 | 0 | |||||
| 2026-05-07 | 13F | Symetra Investment Management Co | 2 371 880 | 133,53 | 259 | 132,43 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 30 123 | 6,35 | 3 283 | 5,19 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 1 | 0 | ||||||
| 2026-05-01 | 13F | Sachetta, LLC | 273 | 0,74 | 30 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 3 657 | 397 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 31 084 | 32,88 | 3 388 | 31,43 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 137 379 | 2,27 | 14 973 | 1,16 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 533 | 0,76 | 58 | 0,00 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 11 968 | 22,45 | 1 304 | 21,19 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 14 785 | 6,34 | 1 611 | 5,23 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 3 653 | 15,31 | 398 | 14,04 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 18 626 | 64,51 | 2 030 | 62,79 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 5 645 | 154,16 | 622 | 151,42 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 141 316 | 8,11 | 15 402 | 6,94 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1 899 | 0,53 | 207 | -0,48 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3 551 | 13,70 | 387 | 12,21 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 891 382 | 2,18 | 97 152 | 1,07 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 77 999 | 20,79 | 8 595 | 20,79 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 781 | 30,38 | 85 | 30,77 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 28 684 | 1,25 | 3 126 | 0,16 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 37 658 | 2,94 | 4 104 | 1,81 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1 428 | 15 766,67 | 156 | |||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 2 132 | 231 | ||||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 8 174 | 10,28 | 891 | 9,07 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 18 120 | 88,59 | 1 975 | 86,58 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 33 249 | 3 624 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 16 | 2 | ||||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 12 809 | 116,59 | 1 396 | 114,44 | ||||
| 2026-04-24 | 13F | Capricorn Fund Managers Ltd | 12 959 | 13,26 | 1 413 | 12,06 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 4 678 | 1,45 | 510 | 0,20 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 29 940 | 3,05 | 3 263 | 108 666,67 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 10 601 426 | 538,86 | 1 155 449 | 531,90 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 7 532 | 4,45 | 821 | 3,27 | ||||
| 2026-05-14 | 13F | Hudson Portfolio Management LLC | 5 827 | 4,30 | 635 | 3,25 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 463 | 0,65 | 50 | 0,00 | ||||
| 2026-04-16 | 13F | Strong Tower Advisory Services | 281 664 | 8,77 | 30 699 | 7,58 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 81 694 | 10,79 | 8 904 | 9,58 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | Call | 419 100 | 45 678 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4 048 | 0,90 | 441 | -0,23 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 367 | 0,55 | 40 | -2,50 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 4 550 | 3,57 | 496 | 2,27 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 3 967 | 1,59 | 432 | 0,47 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 2 155 | 10,68 | 235 | 9,35 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 8 | 1 | ||||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 6 199 | 103,91 | 676 | 102,10 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 31 045 | 4,65 | 3 384 | 3,52 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 26 484 | 3 | ||||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 3 385 | 369 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 367 | 0,27 | 40 | -2,50 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2 560 | 279 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 33 586 | 68,37 | 3 660 | 66,55 | ||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | Call | 180 000 | 554,55 | 19 618 | 547,46 | |||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 4 707 | 0,58 | 510 | -1,17 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 4 958 | 32,39 | 540 | 31,07 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 32 574 425 | 11 195,58 | 14 450 | -54,53 | ||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | 45 489 | 211,80 | 4 958 | 208,46 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 485 537 | 48,66 | 52 919 | 47,04 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 14 821 301 | 24,04 | 1 615 374 | 22,69 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 31 270 | 75,41 | 3 408 | 73,52 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 8 397 | 62,26 | 915 | 60,53 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 109 412 | 5,79 | 11 925 | 4,64 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 20 085 | 203,63 | 2 189 | 200,69 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 5 647 | 7,11 | 615 | 6,03 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6 122 891 | 13,57 | 667 334 | 12,33 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 31 882 | 8,67 | 3 475 | 7,49 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 13 214 | 0,12 | 1 440 | -0,96 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 57 915 | 0,40 | 6 312 | -0,68 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 123 | 13 | ||||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 3 720 | 13,76 | 405 | 12,50 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 549 674 | 54,60 | 59 909 | 52,92 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 23 417 | 154,59 | 2 516 | 148,27 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 5 325 | 577 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9 849 | 10,99 | 1 073 | 9,83 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 200 481 | 6,37 | 21 851 | 5,21 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 4 592 | 500 | ||||||
| 2026-05-15 | 13F | Weaver Consulting Group | 3 886 | 2,05 | 423 | 0,95 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 113 396 | 44,45 | 12 | 50,00 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 43 686 | 18,63 | 4 761 | 17,35 | ||||
| 2026-05-13 | 13F | Ci Investments Inc. | 180 644 | 1,02 | 19 688 | -0,09 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 188 | 123,81 | 20 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1 517 | 459,78 | 165 | 468,97 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 6 157 | 16,04 | 672 | 15,29 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 2 563 | 279 | ||||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 14 729 | 22,99 | 1 605 | 21,68 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 218 307 | 97,33 | 23 793 | 95,18 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 170 | 11,01 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 13 624 | 1 485 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1 387 | 19,88 | 151 | 18,90 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 2 336 | 0,04 | 255 | -1,17 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 8 366 | 912 | ||||||
| 2026-05-12 | 13F | Landscape Capital Management, L.l.c. | 7 321 | 798 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2 | 0 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 52 | 6 | ||||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 49 867 | 9,61 | 5 435 | 8,40 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 575 000 | 165,71 | 62 669 | 162,82 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 2 098 | 0,67 | 229 | -0,44 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 3 963 | 0,10 | 432 | -1,82 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 2 098 | 229 | ||||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 2 771 | 17,42 | 302 | 16,15 | ||||
| 2026-05-15 | 13F | Man Group plc | Put | 5 300 | 578 | |||||
| 2026-05-15 | 13F | Man Group plc | Call | 400 | 44 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 10 | 1 | ||||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 20 760 | 11,15 | 2 263 | 9,91 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 488 | 6,55 | 53 | 6,00 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 42 774 | 7,14 | 4 662 | 5,96 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3 803 | 1,09 | 414 | 0,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 21 | 2 | ||||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 83 | 76,60 | 9 | 80,00 | ||||
| 2026-05-11 | 13F | Commerce Bank | 49 677 | 82,48 | 5 414 | 80,53 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 47 320 | 34,67 | 5 157 | 33,22 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 186 982 | 0,95 | 20 379 | -0,15 | ||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | Put | 2 750 000 | 5,77 | 299 722 | 4,62 | |||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 71 757 | 77,24 | 8 | 75,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 340 111 | 3,41 | 37 069 | 2,28 | ||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 1 975 000 | 526,98 | 215 255 | 520,17 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 306 942 | 80,15 | 33 454 | 78,19 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 28 146 | 4,41 | 3 068 | 3,27 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 266 | 370,63 | 138 | 372,41 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 16 889 | 64,84 | 1 838 | 62,80 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 208 171 | 22 689 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 75 645 | 7,96 | 8 245 | 6,79 | ||||
| 2026-05-02 | 13F | Genus Capital Management Inc. | 122 861 | 21,41 | 13 391 | 20,09 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3 958 | 43,46 | 431 | 41,78 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 22 714 | 3,82 | 2 476 | 2,70 | ||||
| 2026-05-14 | 13F | Prudential Plc | 524 387 | 74,13 | 57 153 | 72,24 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 96 446 | 9,18 | 10 512 | 7,99 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 116 203 | 6,83 | 12 665 | 5,67 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 380 | 41 | ||||||
| 2026-05-12 | 13F | Bnp Paribas | 2 573 766 | 8,95 | 280 515 | 7,76 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 67 372 | 4,74 | 7 343 | 3,60 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 32 738 | 11,68 | 3 568 | 10,50 | ||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 5 961 | 6,87 | 650 | 5,70 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 16 397 | 6,77 | 1 787 | 5,61 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 356 381 | 3,88 | 38 842 | 2,75 | ||||
| 2026-05-04 | 13F | MTC Wealth Management LLC | 121 712 | 8,16 | 13 265 | 6,98 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 7 468 | 37,20 | 814 | 35,73 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 941 | 20,80 | 103 | 20,00 | ||||
| 2026-05-15 | 13F | Verition Fund Management LLC | Call | 1 800 000 | 196 182 | |||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 390 | 43 | ||||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 241 595 | 6 160,56 | 26 | |||||
| 2026-05-04 | 13F | TrustBank | 119 099 | 0,95 | 12 981 | -0,15 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2 | 0 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 171 824 | 91,70 | 18 764 | 90,01 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 4 948 | 0,16 | 539 | -0,92 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 34 337 | 2,61 | 3 742 | 1,49 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 7 481 | 39,94 | 824 | 38,49 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2 663 | 1,22 | 290 | 0,00 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 5 942 | 0,78 | 648 | -0,31 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 317 778 | 60,51 | 34 635 | 58,76 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 123 987 | 2,14 | 13 513 | 1,02 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 16 527 | 1 801 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4 601 | 43,60 | 501 | 41,93 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 19 873 | 4,97 | 2 166 | 3,79 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 17 039 | 2,71 | 1 857 | 1,64 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 201 | 1,01 | 22 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 380 994 | 13,81 | 41 982 | 12,50 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 368 388 | 40 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 14 076 | 34,96 | 1 534 | 33,51 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 353 | 149 | ||||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 23 | 3 | ||||||
| 2026-05-14 | 13F/A | First Eagle Investment Management, LLC | Call | 600 000 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 166 961 | 237,91 | 18 197 | 234,26 | ||||
| 2026-05-12 | 13F | Angel Oak Capital Advisors, LLC | 6 871 | 749 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 32 862 | 2,20 | 3 582 | 1,07 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 120 112 | 0,24 | 13 091 | -0,86 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 15 781 | 0,11 | 1 720 | -0,98 | ||||
| 2026-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 301 | 4,70 | 687 | 3,47 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 100 809 | 2,37 | 10 987 | 1,25 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1 970 | 0,41 | 215 | -0,93 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 6 549 | 714 | ||||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | Call | 200 000 | 21 798 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 311 | 34 | ||||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 120 179 | 13 098 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 105 578 | 1,39 | 11 507 | 0,29 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 3 485 | 380 | ||||||
| 2026-05-15 | 13F | DV Trading LLC | Put | 623 600 | 91,88 | 67 966 | 89,79 | |||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 5 065 | 0,90 | 552 | -0,18 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 086 | 227 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 565 | 289,66 | 62 | 306,67 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 139 708 | 3,45 | 15 227 | 2,32 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 27 677 | 3 017 | ||||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 6 651 | 2,07 | 725 | 0,98 | ||||
| 2026-05-11 | 13F | Easterly Investment Partners Llc | 83 690 | 6,35 | 9 121 | 5,20 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 500 000 | 66,67 | 54 495 | 64,85 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 82 589 | 17,05 | 8 974 | 15,44 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | Put | 149 900 | 16 338 | |||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 2 594 | 9,82 | 283 | 8,46 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 17 087 | 17,02 | 1 863 | 15,72 | ||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 154 747 | 79,66 | 16 866 | 77,71 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 1 945 | 0,10 | 212 | -1,40 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 279 033 | 0,12 | 30 412 | -0,97 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 23 278 | 19,18 | 2 534 | 17,00 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 804 261 | 15,54 | 87 656 | 14,28 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 3 503 | 10,05 | 382 | 8,86 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 118 308 | 1,77 | 12 895 | 0,66 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 145 445 | 1,68 | 15 771 | -0,17 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2 885 | 38,50 | 314 | 37,12 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 56 141 | 11,82 | 6 119 | 10,59 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 688 048 | 6,90 | 74 990 | 5,73 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 2 807 500 | 172,39 | 305 989 | 169,42 | |||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 32 870 | 3,39 | 3 583 | 2,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 58 635 | 2 908,47 | 6 391 | 2 885,98 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 33 223 | 6,75 | 3 621 | 5,57 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | Call | 2 984 400 | 325 270 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 4 241 900 | 57,07 | 462 325 | 55,36 | |||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 4 866 | 0,54 | 530 | -0,56 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 4 699 | 14,61 | 512 | 13,53 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | Put | 2 775 000 | 11,00 | 302 447 | 9,79 | |||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 22 808 | 950,58 | 2 486 | 939,75 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 30 015 | 234,50 | 3 271 | 231,07 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 25 699 | 2 801 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 0 | 0 | ||||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 33 640 | 21,13 | 3 666 | 19,80 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 3 175 | 346 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5 247 824 | 18,94 | 571 960 | 17,64 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 86 343 | 32,13 | 9 411 | 30,69 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 33 945 | 3,23 | 3 700 | 2,10 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 10 796 | 3,03 | 1 177 | 1,91 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 159 380 | 8,88 | 17 371 | 7,69 | ||||
| 2026-05-15 | 13F | EFG International AG | 97 065 | 0,55 | 10 579 | -0,30 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 67 015 | 17,04 | 7 304 | 15,76 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 85 242 | 45,02 | 9 291 | 43,45 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 25 730 | 10,13 | 2 804 | 8,94 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 14 969 | 8,47 | 1 631 | 7,30 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 9 625 | 0,93 | 1 049 | -0,10 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 35 715 | 21,65 | 3 893 | 20,31 | ||||
| 2026-05-15 | 13F | Saba Capital Management, L.P. | 300 000 | 1 808,52 | 32 697 | 1 787,82 | ||||
| 2026-05-06 | 13F | CNB Bank | 3 031 | 9,94 | 330 | 8,91 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4 460 | 0,90 | 486 | -0,21 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 19 460 | 6,78 | 2 121 | 5,58 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3 147 | 71,69 | 343 | 69,31 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 835 038 | 2,02 | 91 011 | 0,91 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2 620 | 0,27 | 286 | -0,70 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 23 224 | 0,80 | 2 531 | -0,28 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 12 593 | 6,78 | 1 372 | 5,62 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5 321 | 3,00 | 580 | 1,76 | ||||
| 2026-05-15 | 13F | LMR Partners LLP | Put | 1 147 200 | 125 033 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1 630 | 5,98 | 178 | 4,73 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 31 379 | 6,16 | 3 420 | 5,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 81 | 9 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 468 | 51 | ||||||
| 2026-05-01 | 13F | Towercrest Capital Management | 291 268 | 20,38 | 31 745 | 19,07 | ||||
| 2026-05-15 | 13F | Soros Fund Management Llc | 20 000 | 2 180 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 252 | 27 | ||||||
| 2026-04-24 | 13F | United Community Bank | 141 | 15 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 5 558 | 59,07 | 611 | 58,29 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2 663 | 0,11 | 290 | -1,02 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 86 911 | 14,18 | 9 472 | 12,94 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 40 | 4 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 1 779 900 | 36,92 | 193 991 | 35,42 | |||
| 2026-05-06 | 13F | Barings Llc | 8 612 363 | 210,72 | 938 661 | 207,34 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 3 919 | 356,23 | 427 | 354,26 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 196 572 | 5,30 | 21 424 | 4,16 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 5 989 | 34,55 | 653 | 33,06 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 37 749 | 0,74 | 4 113 | -0,39 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 5 113 | 2,30 | 557 | 1,27 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 42 876 | 4,84 | 4 673 | 3,71 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 3 938 | 2,29 | 429 | 1,18 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 46 013 | 11,84 | 5 015 | 10,61 | ||||
| 2026-05-05 | 13F | PFG Advisors | 6 121 | 51,77 | 667 | 50,23 | ||||
| 2026-04-29 | 13F | Investment House Llc | 7 594 | 5,99 | 828 | 4,82 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 575 | 63 | ||||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 12 645 | 6,88 | 1 378 | 5,76 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 55 | 1,85 | 6 | 0,00 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 13 309 | 6,78 | 1 451 | 5,61 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 9 172 | 35,64 | 1 000 | 34,09 | ||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 5 796 | 2,80 | 632 | 1,61 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 225 865 | 3,52 | 24 888 | 2,33 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 726 716 | 53,70 | 78 966 | 51,57 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13 245 | 23,43 | 1 459 | 21,99 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 30 | 3 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 304 760 | 27,64 | 33 215 | 26,21 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 560 | 61 | ||||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 32 102 | 8,15 | 3 499 | 6,97 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 2 234 | 0,04 | 244 | -1,22 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8 466 | 13,33 | 923 | 12,03 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 60 083 | 0,48 | 6 548 | -0,62 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 16 898 | 11,65 | 1 842 | 10,44 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 24 571 | 8,30 | 2 678 | 7,08 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 7 160 | 780 | ||||||
| 2026-05-07 | 13F | Nyl Investors Llc | 265 872 | 0,42 | 28 977 | -0,67 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 16 100 | 42,48 | 1 755 | 40,88 | |||
| 2026-05-05 | 13F | Torrey-Payne Wealth Management, LLC | 73 166 | 2,94 | 7 974 | 1,14 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 9 900 | 32,89 | 1 079 | 31,59 | ||||
| 2026-05-04 | 13F | Camden National Bank | 52 215 | 6,60 | 5 691 | 5,43 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 861 | 25,15 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 109 138 | 22,36 | 11 895 | 21,02 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 7 506 | 37,52 | 818 | 36,11 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 92 000 | 10 027 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1 262 | 355,60 | 138 | 356,67 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 36 837 | 4,61 | 4 015 | 3,45 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 32 518 | 29,80 | 3 544 | 28,41 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 341 308 | 2,53 | 37 199 | 1,28 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 20 | 2 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 17 251 | 1 880 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8 003 542 | 122,67 | 877 147 | 121,55 | ||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 151 392 | 6,50 | 16 500 | 5,34 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 20 810 | 2,69 | 2 268 | 1,61 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 4 154 | 22,18 | 453 | 20,86 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3 529 | 129,45 | 385 | 127,22 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 10 934 | 11 | ||||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 26 758 | 15,26 | 2 916 | 14,00 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 204 293 | 3,40 | 22 266 | 2,27 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 5 764 | 19,46 | 628 | 18,27 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 74 943 | 2,50 | 8 168 | 1,39 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 13 118 | 91,73 | 1 424 | 89,11 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 82 740 | 5,43 | 9 018 | 4,28 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 183 | 63,39 | 20 | 66,67 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 7 192 | 160,67 | 784 | 157,57 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 23 172 | 5,30 | 2 525 | 4,17 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 87 138 | 11,39 | 9 507 | 10,30 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 278 | 30 | ||||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 15 988 | 0,01 | 1 743 | -1,02 |
