EFA / iShares Trust - iShares MSCI EAFE ETF – Własność instytucjonalna – Kupujący

iShares Trust - iShares MSCI EAFE ETF
US ˙ ARCA ˙ US4642874659

Własność instytucjonalna i funduszowa – Kupujący

Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares MSCI EAFE ETF, to m.in Oasis Advisors, LLC, Passaic Partners LLC, Tiaa-cref Individual & Institutional Services, Llc, Picton Mahoney Asset Management, Quent Long Short Global Small Cap Fund, LP, Canandaigua National Corp, Emerald Investment Advisers, LLC, Vanguard National Trust Co, OFS Enterprise LLC, Constant Guidance Financial LLC, Krane Financial Solutions LLC, Navigation Group, LLC, Gerald Baker Financial Group LLC, Ewing Morris & Co. Investment Partners Ltd., Global Assets Advisory, LLC, Concentric Capital Strategies, LP, TIAA Wealth Investment Management LLC, Smithbridge Asset Management Inc/de, Spartan Wealth Advisory Services LLC, i Seeds Investor 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
(%)
2026-04-27 13F Navigate Wealth Management, LLC 4 338 441
2026-05-08 13F Legal & General Group Plc 114 400 107,43 11 113 109,84
2026-04-27 13F Apeiron RIA LLC 14 142 12,01 1 374 7,60
2026-04-30 13F Acorn Wealth Advisors, LLC 5 910 37,57 574 39,32
2026-05-11 13F Haverford Trust Co 16 403 18,64 1 593 20,05
2026-05-11 13F Godfrey Financial Associates, Inc. 1 297 1,17 126 1,63
2026-04-06 13F CX Institutional 27 256 1,28 3 0,00
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 3 629 25,40 352 27,08
2026-05-15 13F Royal Bank Of Canada 10 650 900 7,84 1 034 522 9,07
2026-05-15 13F Royal Bank Of Canada Call 2 080 900 193,29 202 118 196,65
2026-05-15 13F Royal Bank Of Canada Put 3 987 500 16,10 387 306 17,43
2026-04-21 13F Topsail Wealth Management, LLC 24 254 0,41 2 356 1,55
2026-05-15 13F Warren Averett Asset Management, LLC 298 779 5,94 29 020 7,16
2026-05-13 13F/A Quadrant Capital Group Llc 44 610 83,07 4 333 85,13
2026-05-13 13F Franklin Resources Inc 728 784 1,19 70 787 2,35
2026-05-01 13F Hills Bank & Trust Co 161 982 0,90 15 733 2,06
2026-05-08 13F Vanguard National Trust Co 137 069 13 314
2026-04-30 13F Nuveen, LLC 183 857 19,36 17 858 20,73
2026-01-29 13F Comerica Bank 2 429 988 36,20 233 352 40,08
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24 411 1,90 2 371 3,09
2026-05-15 13F Point72 Asset Management, L.P. Put 264 400 134,81 25 681 137,52
2026-05-15 13F Silver Grove Financial Group, Inc. 300 29
2026-05-15 13F Point72 Asset Management, L.P. Call 113 000 175,61 10 976 178,77
2026-04-24 13F Financial Life Planners 1 651 160
2026-05-15 13F United Capital Financial Advisers, Llc 119 323 0,69 11 553 1,52
2026-02-05 13F Tucker Asset Management Llc 5 762 4,57 553 7,59
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 36 212 17,07 3 517 18,42
2026-04-15 13F Client 1st Advisory Group, Llc 10 566 230,60 1 026 235,29
2026-05-15 13F Second Line Capital, LLC 22 031 8,74 2 254 15,89
2026-01-06 13F Ransom Advisory, Ltd 146 14
2026-03-02 13F Reflection Asset Management 5 244 513
2026-05-07 13F Scarborough Advisors, LLC 342 33
2026-04-20 13F Peoples Financial Services Corp. 31 308 3,54 3 041 4,72
2026-02-12 13F Planning Project LLC 2 416 232
2026-05-07 13F Jefferies Financial Group Inc. 197 726 1 638,71 19 205 1 658,70
2026-01-07 13F Yeomans Consulting Group, Inc. 160 433 0,67 15 406 2,69
2026-05-01 13F Diversify Wealth Management, Llc 5 547 554
2026-05-14 13F Volterra Technologies LP Put 362 100 158,09 35 171 161,04
2026-05-07 13F Lyell Wealth Management, Lp 19 341 17,14 1 879 18,49
2026-04-21 13F Grey Fox Wealth Advisors, LLC 56 288 4,09 5 467 5,28
2026-05-18 13F Strategic Planning, Inc. 3 130 304
2026-04-08 13F Dynamic Advisor Solutions LLC 37 516 4,64 3 644 5,84
2026-05-04 13F Bleakley Financial Group, LLC 239 853 2,68 23 297 3,85
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 23 972 6,67 2 328 7,93
2026-05-12 13F Werba Rubin Papier Wealth Management 3 896 4,06 378 5,29
2026-05-14 13F Volterra Technologies LP 143 893 13 976
2026-05-11 13F Citigroup Inc Call 6 800 100 34,07 660 494 35,61
2026-05-11 13F Citigroup Inc 2 185 639 1 205,74 212 291 1 220,71
2026-05-14 13F Volterra Technologies LP Call 305 400 144,91 29 664 147,73
2026-05-01 13F Carnegie Capital Asset Management, LLC 32 900 22,13 3 196 23,55
2026-05-11 13F Citigroup Inc Put 4 572 200 13,23 444 098 14,52
2026-05-15 13F Beacon Pointe Advisors, LLC 642 634 40,82 62 419 42,44
2026-05-08 13F State Board Of Administration Of Florida Retirement System 1 482 012 18,34 143 948 19,70
2026-02-12 13F FineMark National Bank & Trust 553 266 0,69 53 130 3,56
2026-05-15 13F Huntington National Bank 68 974 103 780 8,91
2026-05-08 13F Paulson Wealth Management Inc. 370 610 1,42 35 997 2,58
2026-05-12 13F Croban 82 165 4,25 7 980 5,44
2026-04-08 13F Cadent Capital Advisors, LLC 10 110 32,16 982 33,65
2026-04-13 13F St Germain D J Co Inc 8 498 6,58 825 7,84
2026-05-12 13F CIBC Asset Management Inc 1 090 631 2,26 105 933 3,43
2026-05-18 13F Hamilton Wealth, LLC 11 446 100,00 1 112 102,37
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 59 420 13,53 5 771 14,82
2026-04-29 13F Cary Street Partners Financial Llc 69 172 7,72 6 719 8,95
2026-04-01 13F Bangor Savings Bank 5 982 0,23 581 1,40
2026-05-05 13F Putnam Fl Investment Management Co 241 410 0,10 23 448 1,24
2026-05-14 13F Permanent Capital Management, LP 6 648 50,24 680 60,38
2026-04-27 13F Qrg Capital Management, Inc. 159 568 9,87 15 499 11,13
2026-04-17 13F Riverbridge Partners Llc 16 714 0,40 1 623 1,56
2026-04-30 13F Beirne Wealth Consulting Services, LLC 25 945 38,91 2 521 40,47
2026-05-01 13F Patten & Patten Inc/tn 78 908 24,10 7 664 25,54
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 163 047 0,22 15 837 1,36
2026-04-21 13F Grimes & Company, Inc. 99 309 0,04 9 646 1,17
2026-05-11 13F Integrity Advisory Solutions, LLC 6 564 16,55 638 17,96
2026-05-14 13F Tempo Wealth, LLC 44 160 12,28 4 289 13,59
2026-04-10 13F Ipswich Investment Management Co., Inc. 4 973 1,12 483 2,33
2026-05-15 13F Eagle Global Advisors Llc 11 665 1,21 1 133 2,44
2026-05-11 13F Atlas Legacy Advisors, LLC 47 281 13,63 4 600 15,17
2026-05-15 13F Jones Financial Companies Lllp 6 354 951 112,35 597 488 107,90
2026-05-12 13F Northwest Bancshares, Inc. 2 471 9,00 240 10,60
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 189 320,00 18 350,00
2026-05-01 13F Coordinated Financial Services, Inc. 36 021 1,70 3 499 2,85
2026-05-08 13F Private Advisory Group LLC 30 897 3 001
2026-05-14 13F Hilltop Holdings Inc. 62 523 1,99 6 073 3,14
2026-05-14 13F Baird Financial Group, Inc. 1 511 924 7,44 146 853 8,67
2026-04-30 13F First Horizon Corp 608 166 3,29 59 071 4,47
2026-04-17 13F Anchyra Partners Llc 20 204 38,36 1 962 39,94
2026-05-14 13F Missouri Trust & Investment Co 11 707 26,93 1 137 28,47
2026-05-15 13F Integrated Wealth Concepts LLC 81 177 189,64 7 885 192,98
2026-04-09 13F Peterson Wealth Advisors, LLC 10 636 6,83 1 033 8,05
2026-05-13 13F South Plains Financial, Inc. 32 353 1,13 3 142 2,28
2026-04-20 13F CWA Asset Management Group, LLC 10 940 19,24 1 063 20,54
2026-04-16 13F Capital Investment Advisors, LLC 10 947 0,14 1 063 1,33
2026-05-13 13F Mackenzie Financial Corp 2 526 610 14,98 245 410 16,03
2026-05-14 13F Klingman & Associates, LLC 31 103 1,84 3 021 3,04
2026-05-04 13F NWF Advisory Services Inc. 42 037 9,96 4 083 11,22
2026-05-04 13F Hexagon Capital Partners LLC 21 293 42,57 2 068 44,21
2026-04-28 13F Berger Financial Group, Inc Call 87 1,16
2026-05-07 13F Confluence Wealth Services, Inc. 638 210 2,52 61 989 3,69
2026-04-28 13F Berger Financial Group, Inc 2 073 0,88 201 2,03
2026-04-17 13F Krilogy Financial LLC 35 211 2,97 3 627 5,59
2026-05-05 13F SOUTH STATE Corp 32 269 10,04 3 134 11,29
2026-04-16 13F Capital Advisors, Ltd. LLC 52 595 7,84 5 25,00
2026-04-30 13F Csenge Advisory Group 171 130 25,36 16 622 26,79
2026-04-17 13F Brown, Lisle/cummings, Inc. 2 504 1,21 243 2,53
2026-05-08 13F Maple Capital Management, Inc. 25 581 0,83 2 485 1,97
2026-01-20 13F Austin Private Wealth, LLC 2 462 13,14 236 16,26
2026-04-14 13F Northwest Wealth Management, Llc 2 116 206
2026-04-30 13F Cedar Mountain Advisors, LLC 63 682 1,21 6 185 2,37
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 6 276 14,21 610 15,56
2026-05-11 13F Bailard, Inc. 1 275 057 0,19 123 846 1,34
2026-05-13 13F Invst, LLC 2 398 233
2026-05-13 13F Mizuho Markets Cayman LP 6 074 590
2026-05-08 13F Macroview Investment Management Llc 64 324 0,22 6 248 1,36
2026-05-11 13F Aptus Capital Advisors, LLC 51 363 5,34 4 989 6,54
2026-05-06 13F Eq Llc 190 917 36,89 18 544 38,46
2026-05-15 13F Pitti Group Wealth Management, LLC 175 562 0,68 17 052 1,83
2026-04-27 13F Exencial Wealth Advisors, Llc 15 647 22,00 1 520 23,40
2026-05-11 13F COFG Advisors, LLC 3 998 388
2026-05-13 13F Clear Wave Wealth Management Llc 11 863 1 152
2026-04-28 13F Kiley Juergens Wealth Management, Llc 8 945 869
2026-04-27 13F HB Wealth Management, LLC 293 508 11,76 28 508 13,04
2026-05-15 13F Advisor Group Holdings, Inc. 1 503 725 4,41 146 082 5,59
2026-05-04 13F Sterling Investment Advisors, Ltd. 15 566 0,07 1 496 1,22
2026-05-04 13F Oasis Advisors, LLC 5 970 460 30 423
2026-05-12 13F Bellwether Advisors, LLC 5 583 542
2026-05-14 13F Manhattan West Asset Management, LLC 15 049 0,13 1 462 1,25
2026-05-14 13F PlanVest Financial, Inc 293 28
2026-05-07 13F Facet Wealth, Inc. 3 385 40,51 329 34,98
2026-05-15 13F Goldman Sachs Group Inc 30 887 127 0,37 3 000 067 1,52
2026-05-05 13F Napier Financial, LLC 249 668 0,64 24 250 1,79
2026-05-14 13F Arvin Capital Management LP Put 480 000 46 622
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 2 203 214
2026-04-27 13F Lodestar Private Asset Management Llc 92 909 1,03 9 024 2,19
2026-04-15 13F Merit Financial Group, LLC 34 488 6,11 3 350 7,31
2026-04-17 13F Stephenson National Bank & Trust 28 080 21,43 2 727 22,84
2026-05-15 13F Cerity Partners LLC 1 682 792 4,34 163 465 5,54
2026-04-24 13F James Investment Research Inc 72 592 1,68 7 051 2,84
2026-04-27 13F Actinver Wealth Management, Inc. 6 191 601
2026-04-15 13F Activest Wealth Management 1 333 129
2026-05-15 13F Wellington Management Group Llp Put 10 875 2,73 834 15,69
2026-05-14 13F Cwm, Llc 191 586 3,38 18 609 109 358,82
2026-05-15 13F Kcm Investment Advisors Llc 6 270 55,97 609 57,77
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 2 277 1,02 221 2,31
2026-05-15 13F Marquette Associates, Inc. 1 209 55,60 117 58,11
2026-05-12 13F Clark Wealth Partners 80 8
2026-05-15 13F Equitable Holdings, Inc. 442 789 11,43 20 858 -45,34
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 1 300 126
2026-05-15 13F Pettyjohn, Wood & White, Inc 43 849 3,06 4 259 4,26
2026-05-15 13F Susquehanna International Group, Llp 2 866 734 11,22 278 446 12,49
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 86 108 8 364
2026-05-12 13F Cascade Financial Partners, LLC 55 099 12,32 5 352 13,61
2026-05-15 13F Susquehanna International Group, Llp Put 22 895 600 1,20 2 223 850 2,36
2026-05-13 13F Ubs Asset Management Americas Inc 111 972 326,77 10 876 331,72
2026-04-22 13F DDFG, Inc 5 702 2,24 554 3,36
2026-05-15 13F CSM Advisors, LLC 16 500 10,74 2 0,00
2026-05-09 13F MSH Capital Advisors LLC 11 377 1,25 1 105 2,50
2026-04-27 13F Plimoth Trust Co Llc 8 139 102,66 791 105,19
2026-05-05 13F Journey Advisory Group, LLC 15 478 0,39 1 500 1,56
2026-05-01 13F Connecticut Wealth Management, LLC 66 185 6,09 6 429 7,29
2026-05-06 13F Private Wealth Asset Management, LLC 112 684 0,23 10 945 1,37
2026-05-15 13F Capstone Investment Advisors, Llc Put 794 700 77 189
2026-05-15 13F Capstone Investment Advisors, Llc Call 1 169 200 113 564
2026-05-12 13F Ausdal Financial Partners, Inc. 75 363 603,74 7 320 612,06
2026-05-11 13F Reliant Investment Partners, LLC 2 293 223
2026-04-15 13F Park Capital Management, LLC / WI 12 482 18,12 1 212 19,53
2026-05-15 13F Capstone Investment Advisors, Llc 149 910 14 561
2026-04-29 13F American Wealth Advisors, LLC 5 473 8,31 532 9,48
2026-05-06 13F/A Gerald Baker Financial Group LLC 43 014 4 178
2026-05-04 13F Brewster Financial Planning LLC 327 140 1,56 31 775 2,72
2026-05-14 13F North Dallas Bank & Trust Co 75 656 7,23 7 348 8,46
2026-04-27 13F Sound Income Strategies, LLC 11 606 7,23 1 144 6,22
2026-06-01 13F Financial Solutions Advisory Group, Inc. 8 947 869
2026-04-22 13F Bravera Wealth 3 741 1 570,09 363 1 628,57
2026-04-30 13F Independence Bank of Kentucky 128 670 5,10 12 498 6,30
2026-05-15 13F Wellspring Financial Advisors, LLC 14 251 24,41 1 384 25,82
2026-05-07 13F Agf Management Ltd 56 651 12,12 5 503 13,40
2026-05-12 13F CIBC Bancorp USA Inc. 1 834 677 787,76 177 914 822,03
2026-04-17 13F Essex Savings Bank 8 419 3,73 818 4,88
2026-05-07 13F MONECO Advisors, LLC 5 163 61,75 501 63,73
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 174 458 16 753
2026-04-24 13F Patten Group, Inc. 15 677 5,78 1 523 6,96
2026-01-29 13F Vanguard Group Inc 135 292 0,75 12 992 3,62
2026-05-15 13F Nepc Llc 121 382 0,17 11 790 1,31
2026-04-13 13F Successful Portfolios LLC 3 237 3,68 308 0,00
2026-05-15 13F Matrix Private Capital Group Llc 28 950 0,22 2 812 1,37
2026-05-01 13F Advisors Capital Management, LLC 3 120 2,19 303 3,41
2026-05-27 13F Westshore Wealth, LLC 32 253 2,72 3 133 3,88
2026-05-15 13F Brown Advisory Inc 1 001 755 7,80 97 300 9,03
2026-04-16 13F jvl associates llc 2 795 14,60 271 15,81
2026-04-16 13F First Merchants Corp 13 841 1,59 1 344 2,75
2026-04-28 13F Stephens Inc /ar/ 271 209 13,63 26 342 14,94
2026-05-18 13F Genesis Financial Group, LLC 63 195 0,63 6 138 1,79
2026-05-05 13F Prosperity Consulting Group, LLC 1 113 071 11,79 108 113 13,07
2026-04-22 13F Romano Brothers And Company 8 437 1,81 819 3,02
2026-04-21 13F Venturi Wealth Management, LLC 203 642 12,73 19 780 14,02
2026-04-27 13F Smith & Howard Wealth Management, LLC 63 285 14,97 6 062 14,66
2026-05-13 13F O'shaughnessy Asset Management, Llc 60 574 17,98 5 884 19,33
2026-05-13 13F O'shaughnessy Asset Management, Llc Put 3 100 301
2026-05-13 13F Kingdom Financial Group LLC. 621 60
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 53 754 16,71 5 221 18,07
2026-04-21 13F Wesbanco Bank Inc 139 303 5,36 13 531 6,56
2026-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 5 155 9,24 501 10,38
2026-04-07 13F InvesTrust 9 698 2,86 942 3,98
2026-04-22 13F Continuum Advisory, LLC 8 307 1,17 807 2,28
2026-04-14 13F Legacy Trust 39 772 0,71 3 863 1,87
2026-04-22 13F BKM Wealth Management, LLC 2 646 4,38 257 5,76
2026-04-27 13F Counterweight Ventures, LLC 33 261 22,69 3 231 24,09
2026-04-20 13F Kestra Private Wealth Services, Llc 87 479 39,15 8 497 40,73
2026-05-20 13F/A Arete Wealth Advisors, LLC 31 256 0,20 3 033 151 550,00
2026-04-09 13F Goelzer Investment Management, Inc. 25 940 27,00 2 520 28,45
2026-05-15 13F Strategic Global Advisors, LLC 12 750 418,71 1 238 424,58
2026-05-15 13F Parallax Volatility Advisers, L.P. Call 1 103 500 1,43 107 183 2,59
2026-05-15 13F Ironwood Investment Management Llc 125 547 3,46 12 194 4,64
2026-05-14 13F Passive Capital Management, LLC. 2 186 212
2026-05-04 13F RAM Investment Partners, LLC 2 879 10,56 280 11,60
2026-04-14 13F Howland Capital Management Llc 5 781 1,17 562 2,37
2026-04-16 13F Cornerstone Management, Inc. 254 679 3,18 24 737 4,36
2026-05-15 13F National Bank Of Canada /fi/ 48 097 10,73 4 690 12,55
2026-05-14 13F Capula Management Ltd 79 930 7 764
2026-05-14 13F Capula Management Ltd Put 195 300 18 969
2026-04-30 13F BRYN MAWR TRUST Co 593 527 11,68 57 649 12,96
2026-05-14 13F TRB Wealth Management, LLC 4 671 454
2026-04-13 13F Perennial Advisors, LLC 2 355 0,86 229 1,79
2026-05-13 13F Synergy Financial Management, LLC 2 094 203
2026-05-14 13F Roof Eidam & Maycock/adv 10 758 0,94 1 045 2,05
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 94 519 199,84 9 181 203,27
2026-04-20 13F Jfs Wealth Advisors, Llc 50 563 4,90 4 911 6,11
2026-01-22 13F Premier Path Wealth Partners, LLC 4 044 6,09 388 9,30
2026-05-12 13F Mainstay Capital Management Llc /adv 11 054 11,02 1 074 12,24
2026-05-15 13F MAI Capital Management 409 966 2,88 39 820 4,06
2026-05-15 13F Constant Guidance Financial LLC 95 400 9 266
2026-05-13 13F Callan Family Office, LLC 91 999 1,83 8 936 3,00
2026-05-15 13F Passaic Partners LLC Put 1 875 300 182 148
2026-04-24 13F Michels Family Financial, LLC 16 762 0,46 1 628 1,62
2026-05-13 13F Natixis Advisors, L.p. 3 296 398 33,31 320 35,02
2026-05-13 13F Avail Investment Partners, LLC 7 138 1
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 6 606 61,67 642 63,52
2026-04-21 13F Cambient Family Office, Llc 15 790 19,95 1 534 21,28
2026-04-23 13F Interchange Capital Partners, LLC 8 412 4,16 688 -11,35
2026-04-30 13F Simplicity Wealth,LLC 7 780 139,83 756 142,77
2026-05-14 13F Captrust Financial Advisors 1 316 911 1,41 127 908 2,57
2026-04-13 13F Arwa Llc 5 126 0,97 523 7,19
2026-04-29 13F Montag A & Associates Inc 11 126 30,94 1 081 32,52
2026-05-15 13F Concentric Capital Strategies, LP Put 30 100 2 924
2026-05-12 13F Aspiriant, Llc 85 649 2,36 8 319 3,55
2026-05-07 13F Bingham Private Wealth, Llc 2 322 8,30 226 9,76
2026-05-13 13F Mairs & Power Inc 15 702 29,84 1 525 31,35
2026-04-14 13F Well Done, LLC 18 217 11,83 1 769 13,11
2026-04-16 13F McClarren Financial Advisors, Inc. 3 469 211,68 337 0,90
2026-04-21 13F Lewis Asset Management, LLC 4 673 454
2026-04-20 13F Independent Wealth Network Inc. 11 480 0,87 1 115 2,11
2026-05-06 13F Fidelis Capital Partners, LLC 138 232 10,18 13 427 11,45
2026-05-13 13F Gibbs Wealth Management 2 544 247
2026-04-14 13F Opal Wealth Advisors, LLC 241 23
2026-05-01 13F Midwest Trust Co 219 048 0,21 21 276 1,36
2026-04-08 13F Eclectic Associates Inc /adv 37 925 148,40 3 684 151,23
2026-04-17 13F HHM Wealth Advisors, LLC 3 597 16,14 349 17,51
2026-05-04 13F Northland Securities, Inc. 2 374 0,42 231 1,32
2026-04-20 13F Longview Financial Advisors, Inc. 1 249 121
2026-05-04 13F Westside Investment Management, Inc. 3 035 29,31 295 30,67
2026-05-14 13F CIBC World Markets Inc. 564 030 8,68 54 784 9,92
2026-05-15 13F Westwood Holdings Group Inc 7 541 89,90 732 92,13
2026-04-10 13F Insight Wealth Strategies, LLC 13 758 5,32 1 336 6,54
2026-05-15 13F Sig Brokerage, Lp Call 42 300 4 109
2026-05-14 13F American Alpha Advisors, LLC 119 645 0,72 11 621 1,88
2026-05-15 13F Sig Brokerage, Lp Put 42 300 4 109
2026-05-22 13F Wellington Grp LLC 979 13 885,71 95
2026-05-14 13F Cumberland Partners Ltd 28 467 14,33 2 765 15,64
2026-04-06 13F Sincerus Advisory, LLC 101 703 2,51 9 878 3,68
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 30 602 6,53 2 972 7,76
2026-04-20 13F Cardinal Point Capital Management, ULC 8 190 244,12 796 248,68
2026-05-11 13F Pathstone Holdings, LLC 969 116 4,46 94 130 5,65
2026-04-27 13F PFG Investments, LLC 15 322 48,89 1 488 50,61
2026-04-20 13F Courier Capital Llc 297 885 1,95 28 934 3,11
2026-05-15 13F Summit Financial, LLC 100 462 1,87 9 758 3,03
2026-05-15 13F Pointe Capital Management LLC 31 980 1,80 3 106 2,98
2026-04-21 13F OneAscent Financial Services LLC 4 685 455
2026-05-06 13F Bessemer Group Inc 5 586 139 27,90 543 29,36
2026-05-13 13F Freestone Capital Holdings, LLC Put 1 400 136
2026-04-08 13F Gillespie Robinson & Grimm Inc 141 875 13,18 13 780 14,48
2026-05-13 13F Freestone Capital Holdings, LLC Call 1 400 136
2026-05-11 13F Great Valley Advisor Group, Inc. 91 451 9,50 8 882 10,75
2026-05-15 13F Richwood Investment Advisors, LLC 37 893 2,31 3 681 -3,16
2026-05-13 13F Bank Of Montreal /can/ 4 668 948 6,82 453 495 8,04
2026-05-07 13F Bahl & Gaynor Inc 16 846 6,83 1 636 8,06
2026-05-13 13F Laffer Investments 6 114 96,34 594 98,33
2026-04-17 13F Outlook Wealth Advisors, LLC 3 374 22,20 328 23,40
2026-05-06 13F Kiker Wealth Management, LLC 64 6
2026-05-11 13F Empirical Asset Management, LLC 10 513 8,21 1 021 9,55
2026-05-07 13F AlTi Global, Inc. 6 222 715 1,13 604 412 2,29
2026-04-13 13F Mather Group, Llc. 169 471 2,81 16 461 3,99
2026-05-05 13F Woodmont Investment Counsel Llc 10 152 1,10 986 2,28
2026-04-15 13F Fifth Third Securities, Inc. 35 430 72,01 3 441 73,96
2026-04-22 13F Joel Isaacson & Co., LLC 31 006 7,00 3 012 8,23
2026-05-13 13F Scotia Capital Inc. 189 533 3,34 18 409 4,54
2026-02-17 13F MGB Wealth Management, LLC 20 887 4,47 2 012 8,06
2026-05-12 13F Virtue Asset Management Llc 25 113 1,94 2 439 3,13
2026-04-30 13F Cortland Associates Inc/mo 4 141 12,31 402 13,56
2026-05-01 13F American Trust 2 288 1,82 222 3,26
2026-05-14 13F Claudia M.p. Batlle, Crp (r) Llc 33 232 0,41 3 228 1,54
2026-04-14 13F Beacon Investment Advisory Services, Inc. 715 69
2026-05-12 13F Atlantic Union Bankshares Corp 93 707 0,28 9 102 1,43
2026-05-12 13F Thornburg Investment Management Inc 128 249 91,06 12 457 93,24
2026-05-05 13F Ethos Financial Group, LLC 185 393 6,98 17 446 4,83
2026-04-09 13F IFG Advisors, LLC 489 271 1,69 47 523 2,85
2026-05-04 13F Clear Investment Research, Llc 52 5
2026-05-07 13F True North Advisors, LLC 8 003 16,56 777 17,91
2026-01-13 13F Stephens Consulting, LLC 21 466 0,01 2 061 2,90
2026-05-11 13F Commerce Bank 896 196 146,90 87 048 149,73
2026-04-22 13F Janney Montgomery Scott LLC 731 453 0,65 71 2,90
2026-04-10 13F Piscataqua Savings Bank 7 591 1,33 737 2,50
2026-04-08 13F Birchbrook, Inc. 3 309 32,94 321 34,31
2026-04-22 13F Horizon Advisory Services, Inc. 6 370 5,34 619 6,55
2026-05-14 13F Pennington Partners & Co., Llc 17 176 56,39 1 668 58,25
2026-05-14 13F Trace Wealth Advisors, LLC 8 765 87,89 851 90,38
2026-04-29 13F Rockwood Wealth Management, LLC 7 594 1,61 738 2,79
2026-05-04 13F Calamos Wealth Management LLC 181 127 9,52 17 593 10,77
2026-05-11 13F United Bank 24 730 21,33 2 402 22,74
2026-04-22 13F Apollon Financial, LLC 3 620 12,60 352 13,96
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 175 958 32,33 17 091 33,85
2026-05-14 13F MetLife Investment Management, LLC 504 000 133,01 48 954 135,68
2026-05-04 13F Lifeworks Advisors, LLC 7 212 29,64 701 31,09
2026-04-28 13F Bolthouse Investments, LLC 79 321 0,51 7 704 1,66
2026-02-17 13F Harvest Investment Advisors, LLC 135 012 2,69 12 965 10,32
2026-05-12 13F Taylor Hoffman Capital Management LLC 5 949 1,23 578 2,30
2026-04-28 13F Howe & Rusling Inc 1 197 59,60 116 61,11
2026-05-15 13F RMB Capital Management, LLC 380 408 3,19 36 949 4,38
2026-04-17 13F Matthew Goff Investment Advisor, LLC 67 582 6 391
2026-05-14 13F Gambit Capital Management, LLC 40 294 53,08 3 914 54,85
2026-04-10 13F Daytona Street Capital LLC 160 627,27 16 650,00
2026-05-06 13F Shared Vision Wealth Group LLC 5 659 68,98 550 63,39
2026-05-08 13F HFG Advisors, Inc. 28 765 2,77 2 794 3,94
2026-05-12 13F Cambiar Investors Llc 237 040 14,97 23 024 16,29
2026-05-13 13F BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 509 707 237,73 49 508 241,59
2026-04-09 13F OFS Enterprise LLC 128 251 12 457
2026-04-29 13F Downshift Financial, LLC 3 831 0,82 387 1,31
2026-05-01 13F Ferguson Wellman Capital Management, Inc 52 653 5 114
2026-02-09 13F Financial Advisory Corp /ut/ /adv 57 146 5,11 5 0,00
2026-04-30 13F Manning & Napier Advisors Llc 542 51 -91,45
2026-02-17 13F Snowden Capital Advisors LLC 59 360 3,69 5 700 6,66
2026-05-07 13F Financial Discovery Group Inc 16 541 1 607
2026-05-12 13F Cooper/haims Advisors, Llc 2 493 3,32 242 4,76
2026-05-12 13F Azimuth Capital Investment Management LLC 42 633 0,70 4 141 1,85
2026-04-20 13F MBM Wealth Consultants, LLC 7 1
2026-05-08 13F Idaho Trust Bank 265 465 5,47 25 784 6,67
2026-05-12 13F Kingsview Wealth Management, LLC 38 397 19,15 3 729 20,52
2026-02-13 13F Colony Group, LLC 1 547 413 73,04 148 588 77,69
2026-05-15 13F Perennial Investment Advisors, LLC 37 907 2,18 3 682 3,34
2026-05-01 13F Anchor Investment Management, LLC 7 033 0,77 683 1,94
2026-05-06 13F Advisortrust Partners, Llc 705 68
2026-04-27 13F Financial Services Advisory Inc 44 757 12,06 4 347 13,35
2026-05-15 13F Hillman Capital Management, Inc. 30 854 8,02 2 997 9,26
2026-04-17 13F Berman McAleer LLC 20 878 8,08 2 028 9,27
2026-04-20 13F Investment Research & Advisory Group, Inc. 403 39
2026-04-28 13F Harbour Trust & Investment Management Co 54 968 0,15 5 339 1,31
2026-04-23 13F First Pacific Financial 401 684 34,01 39 016 35,54
2026-04-08 13F Community Financial Services Group, LLC 10 1
2026-04-09 13F ASL Financial, LLC 29 440 0,68 2 859 1,85
2026-04-24 13F Flagship Private Wealth, LLC 6 029 42,46 586 44,09
2026-04-08 13F Ccg Wealth Management, Llc 3 491 339
2026-05-13 13F GW&K Investment Management, LLC 13 098 1,31 1 0,00
2026-05-13 13F First Trust Advisors Lp 6 980 7,27 678 8,49
2026-05-15 13F Cresset Asset Management, LLC 716 372 4,08 69 581 5,28
2026-05-12 13F Dynamic Financial Group 6 326 2,02 614 3,19
2026-04-08 13F Sapient Capital Llc 13 823 7,80 1 343 8,58
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 109 552 2,36 10 641 3,53
2026-05-29 13F Mullaney, Keating & Wright, Inc. 58 443 0,59 5 677 1,74
2026-04-14 13F Nbc Securities, Inc. 28 531 2,20 2 771 3,40
2026-04-15 13F Redhawk Wealth Advisors, Inc. 107 267 4 744,94 10 419 4 814,15
2026-05-18 13F Arkadios Wealth Advisors 112 924 3,01 10 968 4,19
2026-04-28 13F Kanawha Capital Management Llc 12 598 15,55 1 224 16,81
2026-04-28 13F Westfuller Advisors, LLC 4 246 54,96 412 56,65
2026-05-15 13F Valley Financial Group, Inc. 5 046 1,82 490 3,16
2026-04-15 13F Corundum Trust Company, INC 12 651 2,70 1 229 3,89
2026-04-08 13F Canandaigua National Corp 168 702 16 386
2026-05-15 13F IHT Wealth Management, LLC 171 559 11,89 16 664 13,17
2026-05-14 13F Van Hulzen Asset Management, LLC 7 566 78,78 735 80,79
2026-05-14 13F Traynor Capital Management, Inc. 17 774 25,43 1 672 22,87
2026-05-11 13F Federated Hermes, Inc. 163 800 5,13 15 910 6,34
2026-05-12 13F First American Trust, Fsb 19 164 5,74 1 861 6,95
2026-04-16 13F Smith, Salley & Associates 3 027 0,67 294 2,08
2026-04-16 13F Rainier Family Wealth Inc 37 035 14,39 3 597 15,73
2026-04-13 13F Winthrop Advisory Group LLC 2 914 1,04 283 2,54
2026-05-04 13F Rodgers & Associates, LTD 2 184 0,23 212 1,44
2026-05-07 13F First National Trust Co 86 339 2,88 8 386 4,06
2026-04-09 13F Thrive Wealth Management, LLC 41 819 4,99 4 062 6,20
2026-05-15 13F Magnolia Capital Advisors Llc 4 385 0,92 426 1,92
2026-05-14 13F Mill Creek Capital Advisors, LLC 122 662 0,24 11 914 1,40
2026-05-13 13F Ascension Capital Advisors, Inc. 3 234 314
2026-06-01 13F Integrated Investment Consultants, LLC 20 582 2,08 1 999 3,25
2026-04-22 13F Wetzel Investment Advisors, Inc. 2 783 6,10 270 7,57
2026-05-14 13F Raymond James Financial Inc 3 817 681 2,67 370 811 3,84
2026-04-29 13F Austin Asset Management Co Inc 7 011 0,85 681 2,10
2026-04-29 13F/A True Link Financial Advisors, LLC 40 984 2,75 3 981 3,92
2026-04-29 13F Penobscot Investment Management Company, Inc. 48 702 5,30 4 730 6,51
2026-04-22 13F RMR Wealth Builders 63 303 2,84 6 149 4,01
2026-05-14 13F Aries Wealth Management 196 663 11,32 19 102 12,59
2026-05-13 13F Picton Mahoney Asset Management Put 200 000 19 426
2026-04-21 13F PDS Planning, Inc 2 336 0,82 227 1,80
2026-05-15 13F Fairview Capital Investment Management, Llc 2 533 246
2026-04-20 13F Consilium Wealth Advisory, LLC 9 061 11,86 880 13,26
2026-04-30 13F Indivisible Partners 3 653 355
2026-05-15 13F GLOBALT Investments LLC / GA 137 745 2,91 13 379 4,08
2026-05-11 13F Wells Fargo & Company/mn 16 880 958 4,09 1 639 648 5,28
2026-04-29 13F IAG Wealth Partners, LLC 1 131 3,38 110 3,81
2026-04-17 13F Weaver Capital Management LLC 85 460 29,45 8 301 30,94
2026-05-04 13F Bedel Financial Consulting, Inc. 26 857 0,78 2 609 1,91
2026-05-06 13F Bonfire Financial 19 258 238,57 1 871 242,49
2026-01-27 13F Meritage Portfolio Management 2 126 204
2026-04-28 13F Antonelli Financial Advisors, LLC 151 215 14,80 14 687 16,11
2026-04-20 13F Clune & Associates, Ltd. 18 124 4,29 1 760 5,52
2026-05-13 13F Sepio Capital, LP 72 617 1,74 7 053 2,92
2026-05-11 13F Tulsa Wealth Advisors, INC 5 295 514
2026-05-15 13F Clark Capital Management Group, Inc. 4 626 449
2026-04-24 13F Essex Financial Services, Inc. 8 941 3,83 868 5,08
2026-05-14 13F Ieq Capital, Llc 443 524 4,34 43 079 5,54
2026-05-15 13F IMG Wealth Management, Inc. 323 30,24 31 34,78
2026-05-08 13F Moors & Cabot, Inc. 18 371 1,21 1 784 2,35
2026-05-14 13F Institute for Wealth Management, LLC. 2 901 1,58 282 2,55
2026-05-01 13F Clarity Financial LLC 7 714 0,23 749 1,35
2026-05-12 13F Baker Avenue Asset Management, LP 135 645 0,56 13 175 1,71
2026-04-02 13F Aspect Partners, LLC 7 021 0,06 682 1,19
2026-04-13 13F Armstrong, Fleming & Moore, Inc 3 858 375
2026-05-11 13F Wells Fargo & Company/mn Call 2 629 200 16,67 255 374 18,01
2026-05-06 13F Oxford Financial Group Ltd 164 531 4,23 15 981 5,42
2026-05-06 13F CNB Bank 4 768 0,95 463 2,21
2026-04-22 13F Gemmer Asset Management LLC 53 173 0,55 5 165 1,69
2026-05-13 13F Jaffetilchin Investment Partners, LLC 3 756 365
2026-05-08 13F Middleton & Co Inc/ma 2 240 0,22 218 1,40
2026-04-10 13F Legacy Wealth Management, LLC / MS 2 490 242
2026-04-24 13F Innova Wealth Partners 35 421 110,05 3 440 112,48
2026-04-13 13F Massmutual Trust Co Fsb/adv 607 222 6,89 58 979 8,12
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 34 568 2,51 3 358 3,68
2026-04-29 13F Skopos Labs, Inc. 19 346 12,69 1 879 13,74
2026-04-14 13F Moller Financial Services 57 979 0,28 5 632 1,42
2026-05-06 13F Alexander Randolph Advisory Inc 8 832 3,69 858 4,90
2026-05-04 13F AMG National Trust Bank 757 575 7,80 73 583 9,03
2026-05-19 13F Financial Insights, Inc. 4 158 2,54 404 3,60
2026-05-12 13F Operose Advisors LLC 8 457 19,43 821 20,91
2026-05-11 13F Founders Financial Alliance, LLC 2 538 29,62 246 31,55
2026-04-22 13F Sterling Capital Management LLC 69 096 209,27 6 711 212,87
2026-04-23 13F Oppenheimer & Co Inc 224 382 7,16 21 794 8,39
2026-04-23 13F Salus Financial Advisors, LLC 32 519 0,62 3 159 1,77
2026-04-13 13F Arcadia Investment Advisors Llc 97 731 0,37 9 493 1,52
2026-04-22 13F Wealth Advisory Solutions, LLC 198 969 32,23 19 326 33,75
2026-05-15 13F Silvercrest Asset Management Group Llc 263 252 4,41 25 570 5,60
2026-04-24 13F Merited Wealth, LLC 2 990 0,84 290 2,11
2026-05-15 13F Old Mission Capital Llc Call 5 575 100 1,37 87 589 42,04
2026-04-28 13F Kingswood Wealth Advisors, Llc 11 848 4,96 1 151 6,09
2026-05-14 13F Capital Analysts, Inc. 107 621 12,14 10 11,11
2026-04-21 13F Piedmont Capital Management, LLC/NC 5 038 2,44 489 3,60
2026-04-20 13F Provenance Wealth Advisors, LLC 96 467 0,44 9 370 1,58
2026-05-12 13F Klingenstein Fields & Co Lp 75 570 13,25 7 340 14,56
2026-05-15 13F Old Mission Capital Llc Put 6 122 100 6,62 13 997 130,35
2026-04-30 13F Titleist Asset Management, Llc 109 286 3,07 10 615 4,24
2026-05-05 13F PFG Advisors 5 634 13,66 547 14,92
2026-02-12 13F Commonwealth Equity Services, Llc 1 061 225 0,98 101 909 103 888,78
2026-05-08 13F Long Road Investment Counsel, LLC 13 640 2,25 1 325 3,36
2026-04-29 13F Birch Hill Investment Advisors LLC 81 018 3,53 7 869 4,72
2026-05-11 13F Ellevest, Inc. 5 800 17,17 563 18,53
2026-05-01 13F International Assets Investment Management, Llc 10 615 97,60 1 047 103,11
2026-04-24 13F Means Investment Co., Inc. 2 763 268
2026-05-04 13F LJI Wealth Management, LLC 5 870 3,38 570 4,59
2026-05-12 13F Strategic Wealth Partners, Ltd. 394 363 4,17 38 304 5,37
2026-05-01 13F Hohimer Wealth Management, Llc 8 331 809
2026-02-18 13F Financial Advisory Service, Inc. 35 198 0,38 3 380 3,24
2026-05-14 13F Massachusetts Financial Services Co /ma/ 58 690 474,49 5 701 481,04
2026-05-12 13F Rakuten Investment Management, Inc. 155 888 100,00 14 496 100,00
2026-06-01 13F First Nebraska Trust Co 35 812 4,34 3 478 5,55
2026-04-27 13F Hgk Asset Management Inc 47 196 4 584
2026-05-14 13F First Commonwealth Financial Corp /pa/ 370 432 10,61 35 980 11,88
2026-04-29 13F Credit Industriel Et Commercial Put 130 000 160,00 12 627 162,99
2026-05-11 13F Thompson Siegel & Walmsley Llc 53 961 0,88 5 0,00
2026-05-14 13F Renaissance Technologies Llc 861 000 19 033,33 83 629 19 258,33
2026-05-14 13F Retiremitten Financial Llc 1 221 119
2026-04-29 13F Credit Industriel Et Commercial 42 843 1 057,61 4 161 1 072,11
2026-04-22 13F Aua Capital Management, Llc 117 793 3,17 11 441 4,36
2026-05-08 13F Steward Partners Investment Advisory, Llc 229 843 2,26 22 325 3,43
2026-04-17 13F Amarillo National Bank 128 810 2,75 12 511 3,93
2026-05-08 13F Walleye Trading LLC 159 642 15 506
2026-05-06 13F Zhang Financial LLC 16 549 0,92 1 607 2,10
2026-04-24 13F Private Advisor Group, LLC 211 711 3,66 20 563 4,85
2026-05-06 13F Sentinus, LLC 12 802 1,35 1 243 2,56
2026-05-06 13F Brio Consultants, LLC 79 889 0,71 8 152 7,01
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 27 502 2 671
2026-04-02 13F Horizons Wealth Management 24 617 9,87 2 391 11,16
2026-05-11 13F Berkshire Asset Management Llc/pa 22 756 1,11 2 210 2,27
2026-04-17 13F Webster Bank, N. A. 81 044 36,67 7 872 38,23
2026-05-14 13F VestGen Advisors, LLC 31 542 38,69 3 253 49,02
2026-04-28 13F SBI Securities Co., Ltd. 15 808 0,04 1 535 1,19
2026-05-13 13F Principal Securities, Inc. 42 762 98,53 4 154 100,82
2026-05-08 13F Walleye Trading LLC Put 453 300 289,77 44 029 294,24
2026-05-06 13F MTM Investment Management, LLC 17 510 5,42 1 701 6,65
2026-05-19 13F Royal Fund Management, LLC 214 639 45,13 20 848 46,79
2026-05-15 13F State of Tennessee, Treasury Department 20 397 1 981
2026-05-15 13F Mission Wealth Management, Lp 59 319 5,26 5 762 6,47
2026-05-15 13F DeepCurrents Investment Group LLC Put 6 014 58 414
2026-05-15 13F Destination Wealth Management 657 616 57,41 63 874 59,21
2026-05-07 13F Avidian Wealth Solutions, LLC Call 900 87
2026-05-14 13F Proficio Capital Partners LLC 4 006 389
2026-05-05 13F Sanctuary Advisors, LLC 683 769 7,19 66 414 8,42
2026-05-07 13F Avidian Wealth Solutions, LLC 146 875 138,71 14 266 141,45
2026-05-15 13F DeepCurrents Investment Group LLC 50 000 4 856
2026-04-22 13F MFA Wealth Services 8 546 2,75 830 4,01
2026-04-29 13F Lmcg Investments, Llc 277 345 44,29 26 939 45,95
2026-03-04 13F AG Campbell Advisory, LLC 550 53
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 4 574 74,78 444 76,89
2026-05-15 13F National Philanthropic Trust 225 293 11,11 21 883 12,38
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 4 290 10,28 417 11,53
2026-04-30 13F Hsbc Holdings Plc 583 389 60,28 55 696 59,46
2026-05-07 13F First Command Advisory Services, Inc. 40 4
2026-05-14 13F Empower Advisory Group, LLC 10 785 79,51 1 048 81,77
2026-05-14 13F Betterment LLC 10 880 2,48 1 0,00
2026-05-04 13F Guardsman Private Capital Management, Inc. 2 676 0,04 260 1,17
2026-05-04 13F Carrera Capital Advisors 4 130 2,56 401 3,89
2026-05-08 13F SHP Wealth Management 664 7,44 64 8,47
2026-04-16 13F Greenfield Savings Bank 35 795 7,29 3 477 8,52
2026-05-01 13F Hantz Financial Services, Inc. 184 378 5,72 18 6,25
2026-04-24 13F Heritage Investors Management Corp 113 732 0,82 11 10,00
2026-05-06 13F Angeles Wealth Management, Llc 69 683 0,16 6 768 1,32
2026-05-11 13F Lcnb Corp 11 784 4,43 1 145 5,63
2026-05-18 13F Ashton Thomas Securities, Llc 110 11
2026-04-15 13F Meridian Financial Partners LLC 6 115 43,71 601 42,76
2026-04-27 13F Mount Yale Investment Advisors, LLC 102 375 100,93 9 944 103,25
2026-05-12 13F Creative Planning 2 087 353 0,87 202 745 2,03
2026-04-22 13F StoryOne LLC 0 1 751 -10,76
2026-04-27 13F Turn8 Private Wealth Inc. 5 899 27,44 573 29,05
2026-05-15 13F Evergreen Wealth Solutions, LLC 4 062 395
2026-04-21 13F Armbruster Capital Management, Inc. 9 276 29,16 901 30,62
2026-05-07 13F ESL Trust Services, LLC 10 447 1,98 1 015 3,15
2026-05-14 13F Gts Securities Llc 20 297 55,45 1 971 57,30
2026-05-11 13F OpenArc Corporate Advisory, LLC 185 618 7,39 18 029 8,63
2026-05-06 13F Spartan Wealth Advisory Services LLC 21 252 2 064
2026-04-03 13F Coastline Trust Co 397 592 6,52 38 618 7,75
2026-05-05 13F Covestor Ltd 94 91,84 0
2026-04-28 13F Flagship Harbor Advisors, Llc 18 745 86,37 1 821 88,60
2026-05-14 13F Bank of Marin 12 363 1,99 1 201 3,09
2026-04-28 13F Golden State Equity Partners 4 418 72,71 429 75,10
2026-05-08 13F Prime Capital Investment Advisors, LLC Call 16 100 103,80 56 -6,67
2026-05-05 13F Clear Harbor Asset Management, LLC 19 162 4,45 1 861 5,68
2026-05-08 13F Vanguard Advisers Inc 3 093 300
2026-05-19 13F Western Wealth Management, LLC 55 168 8,25 5 358 9,48
2026-04-30 13F Colton Groome Financial Advisors, Llc 292 556 5,27 28 416 6,48
2026-04-20 13F Ronald Blue Trust, Inc. 24 037 9,87 2 335 11,14
2026-05-14 13F White Lighthouse Investment Management Inc. 6 058 16,43 588 17,84
2026-04-20 13F Eagle Strategies LLC 9 728 7,86 945 9,01
2026-04-23 13F Intrua Financial, LLC 26 044 1,97 2 530 3,14
2026-05-14 13F Caisse De Depot Et Placement Du Quebec 108 784 10 566
2026-05-13 13F Acadian Asset Management Llc 180 615 25,10 18 30,77
2026-05-12 13F TIAA Wealth Investment Management LLC 28 678 2 698
2026-04-29 13F Signet Private Wealth LLC 26 871 9,02 2 610 10,27
2026-05-12 13F Independent Advisor Alliance 53 565 235,66 5 203 239,56
2026-05-13 13F Martin & Co Inc /tn/ 155 811 1,90 15 134 3,06
2026-04-29 13F Cordatus Wealth Management LLC 13 922 142,21 1 352 145,37
2026-05-05 13F Fusion Family Wealth LLC 21 126 0,02 2 052 1,13
2026-04-14 13F Twelve Points Wealth Management LLC 2 356 229
2026-04-21 13F Meridian Financial, LLC 4 898 5,38 476 6,50
2026-05-08 13F Wallace Hart LLC 8 064 21 121,05 783 26 000,00
2026-05-08 13F LaSalle St. Investment Advisors, LLC 14 982 3,20 1 455 145 400,00
2026-02-11 13F Parallel Advisors, LLC 226 647 3,15 21 765 6,09
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 7 600 2,70 738 3,94
2026-05-13 13F Parkside Financial Bank & Trust 160 317 1,63 15 572 2,80
2026-05-15 13F TCG Advisory Services, LLC 9 027 63,71 877 65,60
2026-05-07 13F JSF Financial, LLC 11 456 7,35 1 113 8,59
2026-05-05 13F New Harbor Financial Group, LLC 325 451 4,55 31 611 5,75
2026-05-07 13F Amara Financial, Llc. 66 574 18,37 6 466 19,74
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 7 843 0,72 762 1,87
2026-04-30 13F Fidelity D & D Bancorp Inc 8 266 0,27 803 1,39
2026-04-22 13F Pinnacle Bancorp, Inc. 58 839 0,15 5 715 1,31
2026-02-03 13F Alpha Cubed Investments, LLC 11 446 3,81 1 099 6,80
2026-05-01 13F Rakuten Securities, Inc. 13 333,33 1
2026-05-13 13F Cove Private Wealth, LLC 5 281 51,23 513 52,84
2026-05-13 13F BlackRock, Inc. Put 50 000 4 856
2026-05-13 13F BlackRock, Inc. 94 224 091 1,15 9 151 986 2,31
2026-05-08 13F Glenview Trust Co 25 290 3,28 2 456 4,47
2026-05-08 13F Blair William & Co/il 958 805 3,44 93 129 4,63
2026-04-20 13F Brian Low Financial Group, Llc 35 093 7,22 3 409 8,43
2026-05-05 13F Gould Asset Management Llc /ca/ 57 125 13,97 5 549 15,27
2026-04-16 13F Vested Financial Planning, LLC 6 650 0,91 646 2,06
2026-05-06 13F LPL Financial LLC Put 25 900 208,33 2 516 212,03
2026-04-15 13F Milestone Asset Management, Llc 10 327 1,25 1 003 2,45
2026-04-27 13F Tennessee Valley Asset Management Partners 20 004 0,40 1 943 1,52
2026-05-13 13F Monetary Management Group Inc 3 625 0,83 352 2,03
2026-05-15 13F Connors Investor Services Inc 84 435 2,46 8 201 3,69
2026-04-27 13F Osborne Partners Capital Management, Llc 16 998 0,25 1 651 1,41
2026-05-07 13F ODonnell Financial Services, LLC 171 903 1,85 16 679 2,91
2026-05-15 13F Chilton Investment Co Llc 33 091 351,08 3 214 356,53
2026-04-17 13F Discipline Wealth Solutions, LLC 9 198 12,35 893 13,61
2026-05-14 13F Gamco Investors, Inc. Et Al 70 254 39,75 6 824 41,35
2026-04-14 13F Precedent Wealth Partners, Llc 122 767 1,66 11 924 2,83
2026-05-06 13F Crescent Grove Advisors, LLC 53 111 0,28 5 159 1,42
2026-05-11 13F Seeds Investor Llc 19 755 2 047
2026-05-11 13F Insight Advisors, LLC/ PA 6 029 42,36 586 44,09
2026-05-04 13F Wsfs Capital Management, Llc 159 967 118,56 15 538 121,07
2026-04-28 13F Ntv Asset Management Llc 52 469 9,48 5 096 10,73
2026-04-22 13F Matrix Asset Advisors Inc/ny 14 855 0,01 1 443 1,12
2026-05-21 13F Vestor Capital, Llc 286 597 2 301,11 28 22,73
2026-04-29 13F Waters Parkerson & Co., Llc 150 321 6,77 14 601 7,99
2026-05-04 13F First Foundation Advisors 56 368 0,25 5 475 1,41
2026-04-07 13F Eastern Bank 30 530 10,81 2 965 12,10
2026-05-15 13F Gateway Wealth Partners, LLC 13 916 425,33 1 352 431,89
2026-04-27 13F Td Private Client Wealth Llc 581 266 5,27 56 458 6,48
2026-05-14 13F Evergreen Capital Management Llc 28 656 0,60 2 783 1,76
2026-05-07 13F Santori & Peters, Inc. 51 409 0,12 4 993 1,28
2026-05-11 13F Becker Capital Management Inc 897 368 9,22 87 161 10,47
2026-04-15 13F Fluent Financial, LLC 232 829 3,46 23 937 10,77
2026-05-14 13F Legacy Bridge, LLC 15 749 0,74 1 530 1,87
2026-04-09 13F Central Valley Advisors, Llc 5 149 500
2026-01-16 13F Trust Co Of Vermont 22 511 0,45 2 162 3,30
2026-04-17 13F Charter Trust Co 29 184 0,68 2 835 1,83
2026-05-06 13F Diversified Portfolios, Inc. 14 292 1,31 1 388 2,51
2026-05-12 13F First Western Trust Bank 80 265 16,65 7 796 18,00
2026-04-16 13F Ballast Rock Private Wealth LLC 15 289 253,18 1 485 257,59
2026-05-05 13F Eukles Asset Management 24 748 16,77 2 404 18,08
2026-05-13 13F Hudock, Inc. 4 775 464
2026-04-20 13F Nexus Investment Management ULC 51 250 41,77 4 978 43,39
2026-05-01 13F New Republic Capital, LLC 57 561 40,77 5 591 42,38
2026-05-14 13F Bank Of Nova Scotia 1 618 956 161,44 157 250 164,44
2026-05-15 13F/A Studio Investment Management Llc 11 316 4,87 1 099 6,08
2026-04-27 13F Baer Investment Advisory LLC 13 315 1 293
2026-04-15 13F Aspen Investment Management Inc 12 903 1,76 1 0,00
2026-05-05 13F UBS Group AG Put 3 585 908 27,86 348 299 29,33
2026-04-27 13F Nixon Peabody Trust Co 103 328 0,19 10 036 1,34
2026-05-05 13F UBS Group AG 14 559 836 23,74 1 414 197 25,16
2026-05-05 13F Cullen/frost Bankers, Inc. 2 013 223 3,18 195 544 4,36
2026-04-01 13F Beacon Wealthcare LLC 2 558 248
2026-04-17 13F Summit Wealth Partners, LLC 9 227 197,93 896 201,68
2026-05-14 13F Nicolet Bankshares Inc 90 277 41,25 8 782 43,08
2026-04-27 13F Lafayette Investments, Inc. 2 407 0,63 234 1,75
2026-05-08 13F Russell Investments Group, Ltd. 4 709 2,39 457 3,63
2026-05-06 13F Avalon Trust Co 4 680 65,14 455 66,91
2026-05-11 13F Emerald Investment Advisers, LLC 154 263 14 984
2026-05-14 13F Zacks Investment Management 9 107 28,41 885 29,81
2026-05-15 13F Quantinno Capital Management LP 116 408 6,18 11 307 7,39
2026-05-13 13F Choate Investment Advisors 53 681 8,96 5 214 10,21
2026-05-29 13F Krane Financial Solutions LLC 57 085 5 545
2026-05-20 13F SOA Wealth Advisors, LLC. 23 704 48,74 2 302 50,46
2026-05-11 13F Chilton Capital Management Llc 20 229 1,29 1 965 2,45
2026-05-29 13F Keel Point, LLC 395 567 2,00 38 421 3,17
2026-05-15 13F State Street Corp 193 408 18 786
2026-04-20 13F BTC Capital Management, Inc. 512 370 3,14 49 782 4,44
2026-05-11 13F Ewing Morris & Co. Investment Partners Ltd. 37 878 3 679
2026-04-22 13F Midwest Financial Group LLC 2 613 12,48 254 13,45
2026-05-14 13F Rockefeller Capital Management L.P. 3 088 405 44,70 299 977 46,36
2026-05-11 13F First Financial Bankshares Inc 77 525 2,25 7 530 3,43
2026-05-06 13F Gray Private Wealth, LLC 126 952 2,78 12 331 3,95
2026-02-10 13F Vantus Wealth LLC 10 199 979
2026-05-08 13F Evolution Wealth Advisors, LLC 7 986 32,31 776 33,85
2026-04-27 13F Cape Ann Savings Bank 225 137 0,86 21 868 2,02
2026-01-30 13F Caldwell Securities, Inc 834 3,47 80 6,67
2026-05-08 13F King Luther Capital Management Corp 1 152 46,94
2026-05-05 13F Gallacher Capital Management LLC 25 349 21,71 2 462 23,10
2026-05-08 13F Endowment Wealth Management, Inc. 61 645 3,10 5 988 4,28
2026-04-20 13F Cottage Street Advisors LLC 4 000 14,29 389 15,48
2026-04-21 13F Mayport, Llc 6 294 611
2026-05-15 13F Mercer Global Advisors Inc /adv 1 632 778 11,56 158 592 12,84
2026-04-16 13F Evolve Private Wealth, Llc 8 494 30,16 825 31,79
2026-04-20 13F Apella Capital, LLC 25 413 38,37 2 651 50,37
2026-05-06 13F My Portfolio Guide, LLC 15 1
2026-01-16 13F Oldfather Financial Services, LLC 126 608 3,39 12 158 6,34
2026-04-23 13F North Star Investment Management Corp. 16 412 2,43 1 594 3,64
2026-02-04 13F Timonier Family Office, LTD. 4 289 0,54 412 3,27
2026-04-20 13F First Bancorp, Inc /ME/ 36 747 105,29 3 569 107,74
2026-05-14 13F Monte Financial Group, LLC 6 042 3,28 587 4,46
2026-05-04 13F Geneos Wealth Management Inc. 245 840 16,29 23 878 17,62
2026-05-13 13F Lloyd Advisory Services, LLC. 621 60
2026-05-05 13F HighTower Advisors, LLC 1 668 203 1,00 162 032 2,15
2026-05-11 13F Savvy Advisors, Inc. 206 100 393,75 20 019 399,45
2026-02-13 13F Nicolet Advisory Services, Llc 10 154 9,30 1 009 15,05
2026-05-04 13F Optima Capital Llc 2 476 271,77 240 280,95
2026-05-05 13F Steel Peak Wealth Management LLC 187 780 31,53 18 239 33,03
2026-04-24 13F Smithbridge Asset Management Inc/de 25 290 2 456
2026-04-07 13F Cooper Financial Group 3 257 18,74 316 20,15
2026-05-13 13F Alamar Capital Management, LLC 105 306 3,91 10 228 5,10
2026-04-17 13F RFG Advisory, LLC 16 476 9,90 1 600 11,19
2026-04-13 13F IFP Advisors, Inc 163 831 6,99 15 913 8,21
2026-04-09 13F Wedmont Private Capital 20 368 26,67 2 081 32,21
2026-05-14 13F Panagora Asset Management Inc 60 943 230,06 5 919 233,84
2026-04-24 13F Root Financial Partners, LLC 1 364 4,60 132 5,60
2026-05-15 13F Mittelman Wealth Management 5 493 534
2026-05-01 13F Pittenger & Anderson Inc 301 296 6,94 29 265 8,16
2026-04-02 13F Hilltop National Bank 183 136 11,76 17 788 13,05
2026-04-23 13F Cornerstone Wealth Management, LLC 7 060 3,17 686 4,26
2026-05-12 13F Mission Financial Group, LLC 8 639 12,02 839 13,38
2026-05-15 13F Pursuit Wealth Strategies, Llc 30 3
2026-05-14 13F Trivant Custom Portfolio Group, LLC 4 085 10,55 397 11,86
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 4 046 0,12 393 1,03
2026-04-28 13F Southern Michigan Bank & Trust 1 902 185
2026-04-23 13F Drucker Wealth 3.0, LLC 192 930 0,15 18 739 1,30
2026-04-08 13F Parisi Gray Wealth Management 101 249 60,92 9 834 62,76
2026-05-15 13F Dimension Capital Management Llc 147 640 25,13 14 340 26,57
2026-05-08 13F HORAN Wealth, LLC 21 070 100,00 2 027 100,49
2026-05-05 13F Navigation Group, LLC 46 251 4 492
2026-05-15 13F/A Tudor Financial Inc. 25 231 1,14 2 451 2,30
2026-04-09 13F Diversified Management Inc 148 100 2,78 14 385 3,95
2026-05-06 13F 71 West Capital Partners 283 481 16,26 27 535 17,59
2026-04-15 13F City Holding Co 81 747 0,60 7 940 1,76
2026-05-06 13F Gryphon Financial Partners LLC 54 902 3,47 5 333 4,65
2026-02-06 13F Global Retirement Partners, LLC 56 890 17,40 5 463 20,76
2026-05-12 13F Ellis Investment Partners, LLC 81 846 3,12 7 950 4,30
2026-05-08 13F Urban Financial Advisory Corp 31 694 9,61 3 078 10,88
2026-06-02 13F/A Optiver Holding B.V. 5 042 490
2026-04-27 13F Capital Advisors Inc/ok 3 082 299
2026-05-15 13F Atalanta Sosnoff Capital, Llc 5 706 15,02 554 16,39
2026-05-08 13F Tfo-tdc, Llc 15 139 0,09 1 470 1,24
2026-05-26 13F Serenity Investment Advisors 26 162 0,90 2 720 7,13
2026-04-20 13F KFA Private Wealth Group, LLC 20 888 3,64 2 029 4,81
2026-04-23 13F Etesian Wealth Advisors, Inc. 32 572 0,05 3 164 1,18
2026-04-21 13F Unique Wealth, Llc 358 309 2,44 34 803 3,62
2026-04-28 13F Bfsg, Llc 1 339 80,22 130 83,10
2026-05-14 13F Evoke Wealth, Llc 30 312 4,55 2 944 5,75
2026-04-07 13F Signaturefd, Llc 10 078 1,95 979 3,06
2026-04-28 13F Robertson Stephens Wealth Management, LLC 93 130 3,20 9 046 4,39
2026-02-20 13F SB Capital Management Inc 8 155 783
2026-04-21 13F Old National Bancorp /in/ 87 455 2,73 8 495 3,91
2026-05-05 13F Midwest Professional Planners, LTD. 98 593 57,99 9 576 59,81
2026-04-17 13F Viewpoint Capital Management LLC 25 408 5,70 2 468 6,89
2026-04-16 13F Brookstone Capital Management 25 577 26,42 2 484 27,91
2026-02-12 13F CIBC Private Wealth Group, LLC 1 386 144 8,95 133 111 12,05
2026-02-02 13F Eq Wealth Advisors, Llc 0 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 109 916 9,94 10 678 11,22
2026-05-13 13F Ameritas Investment Partners, Inc. 6 488 1,09 630 2,27
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 424 110 28,03 41 061 29,31
2026-05-01 13F Rossmore Private Capital 18 686 2,02 1 815 3,24
2026-04-21 13F Cfm Wealth Partners Llc 13 768 13,71 1 337 15,06
2026-04-28 13F Atticus Wealth Management, Llc 29 025 22,63 2 819 24,08
2026-04-21 13F Merkkuri Wealth Advisors LLC 1 944 189
2026-04-14 13F American State Bank (Iowa) 2 584 13,63 251 14,68
2026-05-11 13F Allstate Corp 90 528 8 793
2026-05-14 13F 3 Factor Indexing, Llc 4 273 415
2026-04-21 13F Tritonpoint Wealth, Llc 2 118 206
2026-05-14 13F Northern Trust Corp 22 026 841 3,39 2 139 467 4,58
2026-05-01 13F Citizens Financial Group Inc/ri 473 456 1,26 45 987 2,42
2026-04-16 13F Financial Management Network Inc 11 779 11,20 1 201 16,85
2026-05-15 13F Delaware Management Holdings, Inc. 18 705 1 817
2026-04-10 13F TCP Asset Management, LLC 3 321 1,68 323 2,88
2026-05-07 13F Little House Capital Llc 127 987 31,48 12 431 32,99
2026-04-17 13F Atlas Brown,Inc. 26 811 0,83 2 604 2,00
2026-05-15 13F NorthRock Partners, LLC 683 676 0,13 66 406 1,27
2026-05-13 13F DRW Securities, LLC 229 424 22 284
2026-04-20 13F Segment Wealth Management, LLC 4 730 459
2026-05-11 13F Aprio Wealth Management, LLC 7 916 8,35 769 1,32
2026-05-15 13F Okabena Investment Services Inc 104 696 2,56 10 169 3,73
2026-04-09 13F Pinkerton Retirement Specialists, LLC 272 879 9,32 26 205 9,32
2026-05-13 13F Headlands Technologies LLC 7 271 706
2026-05-06 13F Tandem Wealth Advisors LLC 235 056 2,95 22 831 24,32
2026-05-14 13F 1832 Asset Management L.P. 27 565 5,44 2 677 6,65
2026-04-14 13F Focus Financial Network, Inc. 26 634 0,06 2 587 1,17
2026-02-13 13F Barclays Plc Call 5 089 300 6,58 488 725 9,62
2026-04-22 13F Apollon Wealth Management, LLC 57 744 1,37 5 609 2,52
2026-05-05 13F Leo Wealth, LLC 12 004 0,01 1 166 1,13
2026-04-06 13F Versant Capital Management, Inc 260 25
2026-04-08 13F Grove Bank & Trust 101 183 1,31 9 828 2,46
2026-04-30 13F Kestra Advisory Services, LLC 367 781 44,64 35 723 46,30
2026-04-27 13F Truist Financial Corp 4 775 989 12,29 463 892 13,58
2026-05-12 13F Porter White Investment Advisors, Inc. 2 093 203
2026-04-30 13F Texas Bank & Trust Co 47 542 4,01 4 618 5,19
2026-05-15 13F Navis Wealth Advisors, LLC 15 829 4,74 1 538 5,93
2026-05-15 13F Shelton Capital Management 8 051 103,51 782 106,07
2026-05-08 13F Schrum Private Wealth Management LLC 7 556 7,16 734 8,27
2026-05-15 13F Nomura Holdings Inc Put 449 000 262,10 43 611 266,26
2026-05-11 13F Umb Bank N A/mo 158 981 0,79 15 442 1,94
2026-05-15 13F Jain Global LLC 260 781 96,04 25 330 98,29
2026-05-15 13F Jain Global LLC Put 850 000 41,67 82 560 43,29
2026-05-14 13F Marble Wealth, LLC 3 240 315
2026-05-07 13F TCTC Holdings, LLC 153 750 5,34 14 934 6,54
2026-05-15 13F Advisory Services Network, LLC 139 233 10,42 13 524 11,68
2026-04-22 13F Beacon Financial Planning, Inc 7 202 223,69 700 228,17
2026-05-15 13F Nomura Holdings Inc Call 325 000 31 567
2026-05-29 13F Asset Dedication, LLC 10 406 15,39 1 011 16,76
2026-05-04 13F Retirement Income Solutions, Inc 33 414 4,98 3 246 6,18
2026-04-22 13F Chemung Canal Trust Co 20 407 2,57 1 982 3,77
2026-04-23 13F Accurate Wealth Management, LLC 2 704 5,21 276 9,09
2026-04-29 13F Garner Asset Management Corp 5 332 0,19 518 1,17
2026-04-21 13F Decision Investments, Inc 10 125 0,50 983 1,65
2026-05-06 13F Greenwood Gearhart Inc 16 824 1 634
2026-04-08 13F Doliver Advisors, Lp 7 733 3,78 751 5,03
2026-05-04 13F Envestnet Asset Management Inc 6 571 755 10,01 638 315 11,27
2026-05-14 13F Frederick Financial Consultants, LLC 13 432 0,68 1 305 1,80
2026-04-17 13F Richards, Merrill & Peterson, Inc. 3 549 7,48 345 8,52
2026-05-13 13F Visionary Wealth Advisors 53 259 0,75 5 173 1,91
2026-05-15 13F Brookmont Capital Management 6 427 16,12 624 17,51
2026-04-10 13F AssuredPartners Investment Advisors, LLC 5 834 575
2026-05-12 13F Kovack Advisors, Inc. 5 384 29,45 528 32,08
2026-05-07 13F Ckw Financial Group 189 2,72 0
2026-05-14 13F Dynasty Wealth Management, Llc 354 980 13,72 34 479 15,03
2026-05-14 13F Synergy Investment Management, LLC 315 31
2026-04-14 13F Patriot Investment Management Inc. 16 444 15,42 1 597 16,74
2026-05-14 13F Arrowstreet Capital, Limited Partnership 188 648 58,83 18 323 60,66
2026-04-17 13F Fifth Third Wealth Advisors LLC 188 310 0,67 18 291 1,83
2026-05-11 13F Fiduciary Group LLC 3 718 4,88 361 6,18
2026-05-15 13F Df Dent & Co Inc 24 137 1,19 2 344 2,36
2026-05-01 13F FDx Advisors, Inc. 16 799 3,06 2 0,00
2026-05-05 13F Bluedoor Private Wealth, Llc 30 255 2,54 2 939 3,71
2026-04-29 13F Flatrock Wealth Partners LLC 10 239 16,68 994 18,05
2026-05-13 13F Adviser Investments LLC 146 424 0,99 14 222 2,15
2026-05-18 13F Centaurus Financial, Inc. 82 282 54,67 8 40,00
2026-04-24 13F Yousif Capital Management, Llc 193 282 79,82 18 773 78,20
2026-05-16 13F Guardian Partners Inc. 2 590 11,69 252 6,81
2026-05-01 13F Fifth Third Bancorp 3 734 895 214,79 362 770 218,40
2026-04-20 13F Corundum Group, Inc. 162 461 4,46 15 780 5,66
2026-05-08 13F Resources Investment Advisors, LLC. 46 112 5,90 4 479 7,10
2026-05-15 13F Aqr Capital Management Llc 318 696 1,29 30 955 2,45
2026-04-03 13F Hickory Point Bank & Trust 17 547 9,06 1 704 10,29
2026-04-23 13F SJS Investment Consulting Inc. 242 24
2026-05-01 13F Johnson Investment Counsel Inc 548 940 1,16 53 319 2,32
2026-05-15 13F Manufacturers Life Insurance Company, The 277 678 21,35 26 971 22,74
2026-05-01 13F Oakwell Private Wealth Management, LLC 18 748 1,35 1 821 2,53
2026-05-08 13F Resources Investment Advisors, LLC. Call 3 700 359
2026-04-10 13F Intellectus Partners, LLC 5 126 120,00 498 122,87
2026-05-08 13F BCV Asset Management Inc. 3 481 327
2026-04-15 13F Seacrest Wealth Management, Llc 12 149 9,21 1 180 8,36
2026-05-12 13F Cahill Financial Advisors Inc 21 034 1,04 2 043 2,20
2026-04-10 13F Perigon Wealth Management, LLC 146 203 1,21 14 201 2,37
2026-05-05 13F West Michigan Advisors, Llc 26 444 14,00 2 569 15,31
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 26 620 6,87 2 586 8,07
2026-05-11 13F MCF Advisors LLC 163 097 15,69 15 842 17,01
2026-05-15 13F Absolute Gestao de Investimentos Ltda. 1 040 000 50,29 101 015 52,01
2026-05-04 13F Calamos Advisors LLC 181 127 17 593
2026-04-17 13F Guyasuta Investment Advisors Inc 2 758 1,21 268 2,30
2026-05-07 13F Washington Trust Bank 134 321 253,64 13 047 257,72
2026-01-30 13F Pure Portfolios Holdings Llc 2 140 206
2026-05-04 13F Magnolia Capital Management Ltd 5 035 2,44 0
2026-05-14 13F Trustmark National Bank Trust Department 630 785 4,10 61 268 5,29
2026-04-21 13F Northern Lights Advisors, Inc. 39 084 0,85 3 796 2,02
2026-05-04 13F Calamos Advisors LLC Call 700 000 67 221
2026-05-07 13F Ironwood Investment Counsel, LLC 13 247 1,42 1 287 2,55
2026-05-15 13F Ancora Advisors, LLC 8 310 17,09 807 18,50
2026-04-30 13F Mosaic Family Wealth Partners, Llc 44 104 4 284
2026-05-15 13F Fiduciary Trust Co 216 731 0,29 21 051 1,45
2026-05-15 13F Capital Wealth Planning, LLC 86 558 4,03 8 407 5,22
2026-05-21 13F BankChampaign, National Association 78 8
2026-01-29 13F Concurrent Investment Advisors, LLC 414 957 28,60 39 848 32,26
2026-04-29 13F First Interstate Bank 42 130 51,68 4 092 53,43
2026-05-14 13F Providence Capital Advisors, LLC 40 4
2026-04-29 13F Garde Capital, Inc. 10 296 16,40 1 000 17,79
2026-05-13 13F Ridge Creek Global, Inc 40 365 1,32 3 921 2,48
2026-05-15 13F Verition Fund Management LLC 2 272 221
2026-04-20 13F Ritholtz Wealth Management 8 238 27,50 800 29,03
2026-05-15 13F Verition Fund Management LLC Put 350 100 34 005
2026-05-08 13F Summit Asset Management, LLC 86 515 0,39 8 403 1,55
2026-04-16 13F Park National Corp /oh/ 12 620 6,80 1 226 8,02
2026-05-12 13F Thoroughbred Financial Services, Llc 9 541 1,10 1
2026-04-13 13F Cyndeo Wealth Partners, LLC 13 140 2,15 1 276 3,32
2026-05-06 13F Arjuna Capital 430 42
2026-04-29 13F McLaughlin Asset Management, Inc. 2 395 3,95 233 4,98
2026-05-12 13F TD Waterhouse Canada Inc. 121 668 162,73 11 988 169,57
2026-05-11 13F First National Bank Of Omaha 517 259 1,57 48 776 -0,65
2026-05-13 13F Allie Family Office LLC 296 575 8,06 28 806 9,30
2026-04-02 13F Noble Wealth Management PBC 9 697 0,41 942 1,51
2026-04-22 13F SC&H Financial Advisors, Inc. 10 807 1,76 1 050 2,94
2026-04-21 13F Wedbush Securities Inc 22 702 1,08 2 0,00
2026-05-05 13F Atria Investments Llc 597 557 34,14 58 041 35,68
2026-05-14 13F Horizon Investments, LLC 1 420 441,98 138 448,00
2026-05-15 13F Readystate Asset Management Lp 2 314 225
2026-04-15 13F Register Financial Advisors LLC 197 64,17 19 72,73
2026-04-21 13F Pinnacle Associates Ltd 43 501 6,13 4 225 7,34
2026-04-24 13F Stock Yards Bank & Trust Co 847 346 9,80 82 303 11,06
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 1 409 494 136 904
2026-04-17 13F AdvisorNet Financial, Inc 127 762 14,71 12 410 16,03
2026-04-21 13F Mesirow Financial Investment Management, Inc. 724 150 146,53 70 337 149,36
2026-05-14 13F Hrt Financial Lp 89 824 9
2026-04-24 13F TSG Advice Partners, LLC 29 188 1,01 2 835 2,20
2026-05-06 13F Meridian Wealth Management, LLC 59 947 10,04 5 823 11,30
2026-04-14 13F Prospera Financial Services Inc 88 915 27,31 8 638 28,76
2026-04-20 13F Fonville Wealth Management LLC 2 624 0,77 255 1,60
2026-05-14 13F Lgl Partners, Llc 129 297 6,33 12 559 7,55
2026-04-23 13F St. Clair Advisors, LLC 6 271 125,17 609 128,09
2026-04-24 13F Key FInancial Inc 5 748 16,66 558 17,97
2026-05-08 13F Cm Wealth Advisors Llc 26 197 19,08 2 545 20,45
2026-05-14 13F Mission Creek Capital Partners, Inc. 2 335 227
2026-05-15 13F Armis Advisers, LLC 4 314 10,93 448 23,14
2026-05-01 13F Global Assets Advisory, LLC 34 277 2 232
2026-05-15 13F Gotham Asset Management, LLC 135 795 52,50 13 190 54,26
2026-05-11 13F Tranquilli Financial Advisor LLC 11 648 4,84 1 131 6,10
2026-05-04 13F Chicago Partners Investment Group LLC 90 673 5,94 9 246 8,05
2026-05-15 13F Toronto Dominion Bank 239 698 648,19 22 576 633,94
2026-05-15 13F Toronto Dominion Bank Put 175 000 16 480
2026-05-15 13F Citadel Advisors Llc Call 6 470 800 522,19 628 509 529,32
2026-04-07 13F Bath Savings Trust Co 10 074 14,23 978 15,60
2026-05-06 13F Deutsche Bank Ag\ 615 396 0,28 59 773 1,43
2026-04-10 13F Winebrenner Capital Management Llc 3 886 377
2026-05-11 13F Td Asset Management Inc 9 148 830 7,63 888 626 8,86
2026-05-01 13F Sovran Advisors, LLC 4 299 0,51 440 3,54
2026-05-07 13F Board of Trustees of The Leland Stanford Junior University 503 627 48 917
2026-04-15 13F Cypress Wealth Services, LLC 11 037 9,09 1 072 10,40
2026-01-26 13F Thomasville National Bank 9 577 11,88 920 15,02
2026-05-07 13F Next Capital Management LLC 12 009 17,55 1 166 18,86
2026-04-30 13F Ibex Wealth Advisors 52 955 2,60 5 144 3,77
2026-05-12 13F Jane Street Group, Llc Call 8 774 400 38,86 852 257 40,45
2026-04-13 13F Breachway Investments LLC 20 978 0,30 2 069 2,99
2026-05-13 13F Lido Advisors, LLC 313 279 7,26 30 426 10,10
2026-05-04 13F 1st Source Bank 501 245 7,76 48 686 8,99
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 275 517 2,55 26 759 3,71
2026-04-28 13F Fortis Capital Advisors, LLC 11 955 1,71 1 161 2,93
2026-05-14 13F Aspen Grove Capital, LLC 10 070 4,18 978 5,39
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund Put 92 000 8 936
2026-04-16 13F Rockland Trust Co 35 707 2,20 3 468 3,37
2026-02-02 13F Long Run Wealth Advisors, LLC 6 150 9,86 591 13,03
2026-04-21 13F Northeast Investment Management 11 779 0,15 1 144 1,33
2026-05-12 13F Strategy Asset Managers Llc 34 830 1,26 3 383 2,42
2026-04-15 13F Trust Co Of Toledo Na /oh/ 29 039 3,51 2 821 4,68
2026-04-16 13F Sheets Smith Wealth Management 41 200 2,36 4 002 3,52
2026-05-11 13F White Pine Capital Llc 31 281 2,04 3 038 3,23
2026-04-16 13F Beese Fulmer Investment Management, Inc. 9 475 2,05 920 3,25
2026-05-07 13F One Charles Private Wealth Services, LLC 11 643 0,54 1 131 1,62
2026-05-12 13F Jane Street Group, Llc 570 380 1 586,32 55 401 1 605,70
2026-05-14 13F MRP Capital Investments, LLC 111 11
2026-05-14 13F Sand Hill Global Advisors, LLC 3 020 430 4,25 293 374 5,45
2026-05-12 13F Guidance Point Advisors, LLC 8 561 1,57 832 2,72
2026-04-08 13F Eagle Rock Investment Company, Llc 11 621 16,95 1 129 18,24
2026-05-07 13F Sagespring Wealth Partners, Llc 21 841 4,43 2 121 5,63
2026-05-08 13F Stelac Advisory Services LLC 9 415 26,97 914 28,37
2026-05-11 13F New Age Alpha Advisors, LLC 11 645 11,36 1 131 12,65
2026-05-16 13F Sunbelt Securities, Inc. 11 847 13,81 1 151 15,12
2026-04-10 13F Prosperity Planning, Inc. 249 670 3,44 24 250 4,63
2026-05-14 13F Bright Financial Advisors, Inc. 11 814 20,43 1 147 21,76
2026-04-24 13F Fulton Bank, N.a. 104 049 0,27 10 106 1,43
2026-04-13 13F Lake Street Financial Llc 3 229 8,39 314 9,44
2026-05-06 13F Bartlett & Co. Wealth Management Llc 177 019 1,29 17 826 6,21
2026-04-06 13F Private Client Services, Llc 14 542 1,58 1 412 2,77
2026-04-24 13F Peoples Bank /oh 9 008 7,74 875 8,98
2026-05-14 13F Sun Life Financial Inc 72 248 0,11 7 16,67
2026-04-15 13F Atwood & Palmer Inc 117 39,29 11 37,50
2026-05-07 13F Cassaday & Co Wealth Management LLC 1 356 132
2026-05-15 13F Greenland Capital Management LP Put 64 000 6 216
2026-04-23 13F URS Advisory LLC 89 704 12,74 8 713 14,02
2026-04-29 13F/A Salem Investment Counselors Inc 9 669 0,25 939 1,40
2026-04-27 13F Nvwm, Llc 43 311 21,57 4 207 22,95
2026-05-14 13F Pacific Financial Group Inc 16 951 25,12 1 646 26,52
2026-05-14 13F Regal Investment Advisors LLC 22 126 6,66 2 149 7,88
2026-05-13 13F SRS Capital Advisors, Inc. 48 516 151,99 4 712 154,98
2026-04-30 13F Sonata Capital Group Inc 9 105 31,03 884 32,53
2026-04-29 13F Mondrian Investment Partners LTD 874 962 5,21 84 985 6,42
2026-05-15 13F Victory Capital Management Inc 110 484 10 731
2026-05-12 13F Bbr Partners, Llc 3 686 3,95 358 5,29
2026-05-13 13F Private Wealth Advisors, LLC 32 716 6,36 3 178 7,59
2026-04-15 13F Signature Estate & Investment Advisors Llc 5 309 85,76 516 87,96
2026-04-09 13F Mechanics Bank Trust Department 8 470 5,45 823 6,61
2026-05-01 13F Wealthspire Advisors, LLC 555 277 1,41 53 934 2,57
2026-05-06 13F Simon Quick Advisors, Llc 35 062 35,86 3 406 37,41
2026-04-22 13F Aureum Wealth Management, LLC 2 805 272
2026-05-13 13F 49 Wealth Management, Llc 4 638 0,85 450 2,04
2026-05-05 13F Torrey-Payne Wealth Management, LLC 121 727 6,01 11 823 2,49
2026-05-15 13F Ameriprise Financial Inc 3 853 491 39,17 374 237 40,71
2026-05-07 13F Rothschild Investment Llc 46 919 4,10 4 557 5,32
2026-05-06 13F Anb Bank 159 795 2,35 15 521 3,52
2026-05-14 13F Brown Brothers Harriman & Co 263 344 32,09 25 579 33,61
2026-05-07 13F Sage Financial Group Inc 6 020 15,77 585 17,03
2026-05-14 13F Jump Financial, LLC 200 451 593,10 19 470 601,08
2026-04-27 13F Ryan Investment Management, Inc. 373 704 3,50 36 298 4,68
2026-04-14 13F Wealthcare Advisory Partners LLC 122 575 0,21 11 906 1,35
2026-05-15 13F Gw Henssler & Associates Ltd 5 086 136,56 494 139,81
2026-05-04 13F Sterling Group Wealth Management, LLC 136 729 4,12 13 280 5,31
2026-04-15 13F PW Nova Financial Services LLC 32 460 0,08 3 153 0,16
2026-05-05 13F Wealthfront Advisers Llc 5 650 32,82 549 34,31
2026-05-12 13F All Terrain Financial Advisors, LLC 73 898 7,73 7 178 8,96
2026-04-01 13F Helen Stephens Group, LLC 8 475 0,17 823 1,35
2026-04-13 13F Gill Capital Partners, Llc 326 32
2026-04-28 13F Nbt Bank N A /ny 77 539 0,65 7 531 1,80
2026-04-21 13F Welch Group, LLC 4 463 0,07 433 1,17
2026-05-14 13F Gladstone Institutional Advisory LLC 18 202 0,94 1 768 2,08
2026-04-20 13F Keudell/Morrison Wealth Management 13 213 12,57 1 283 13,84
2026-05-06 13F Sound View Wealth Advisors Group, LLC 7 469 0,13 726 1,26
2026-04-30 13F Mv Capital Management, Inc. 317 31
2026-05-07 13F Oak Harbor Wealth Partners, Llc 16 608 56,49 1 613 58,29
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 22 700 30,66 2 100,00
2026-02-13 13F Barclays Plc Put 4 221 100 98,74 405 352 104,41
2026-05-07 13F Grant Street Asset Management, Inc. 401 835 3,54 39 030 4,73
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