Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Russell Mid-Cap Growth ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Sentinel Advisory Group, LLC, Vanguard National Trust Co, TIAA Wealth Investment Management LLC, Navigation Group, LLC, Fund Evaluation Group, LLC, Vertrix Wealth Management, LLC, Baer Investment Advisory LLC, Park National Corp /oh/, Diversify Wealth Management, Llc, Phillip James Consulting Co., Evolve Private Wealth, Llc, R.H. Investment Group, LLC, Wells Fargo & Company/mn, Wealth Care LLC, GLR Partners, LLC, Fonville Wealth Management LLC, Apella Capital, LLC, Cornerstone Wealth Group, LLC, i Ritholtz Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Forum Financial Management, LP | 2 256 | 33,41 | 289 | 25,11 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 13 556 | 0,04 | 1 737 | -6,42 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 58 718 | 1,37 | 7 523 | -5,17 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1 940 | 0,05 | 249 | -6,42 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 18 555 | 2,81 | 2 377 | -3,80 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 627 | 86 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 886 | 61,06 | 242 | 50,63 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 674 595 | 1,28 | 86 429 | -5,25 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 7 509 | 9,91 | 962 | 2,89 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 79 141 | 11,23 | 10 140 | 4,06 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 33 928 | 271,04 | 4 347 | 247,12 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 109 | 445,00 | 14 | 550,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 220 082 | 9,17 | 28 | 3,70 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 173 483 | 2,78 | 22 227 | -3,84 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 4 964 | 0,26 | 636 | -6,20 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 2 436 | 1,67 | 312 | -4,88 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 15 217 | 6,51 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 935 | 248 | ||||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 117 660 | 5,07 | 15 075 | -1,70 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 4 129 | 3,51 | 529 | -3,30 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 39 438 | 5,64 | 5 053 | -1,17 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 236 | 30 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 816 | 112 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 13 404 | 1 717 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 11 719 | 0,03 | 1 501 | -6,42 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 852 | 109 | ||||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 3 807 | 29,27 | 488 | 20,84 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 1 893 | 18,39 | 243 | 11,01 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 2 626 | 1,27 | 336 | -5,35 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 92 | 12 | ||||||
| 2026-05-12 | 13F | Creative Planning | 423 386 | 0,62 | 54 244 | -5,86 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 27 121 | 8,07 | 3 475 | 1,11 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 575 | 0,17 | 74 | -6,41 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 4 221 | 563 | ||||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 14 943 | 0,02 | 1 915 | -6,41 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 8 793 | 0,18 | 1 127 | -6,24 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 20 401 | 29,38 | 2 794 | 24,41 | ||||
| 2026-05-14 | 13F | William Allan, Llc | 4 176 | 0,02 | 535 | -6,30 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 172 144 | 0,30 | 22 055 | -6,16 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 37 500 | 30,66 | 4 804 | 22,24 | |||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 1 750 | 224 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 38 538 | 31,67 | 4 938 | 23,21 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 14 774 | 1 828 | ||||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 7 928 | 2,79 | 1 102 | 4,26 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 11 | 2 | ||||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 3 266 | 18,59 | 418 | 10,88 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 64 014 | 56,75 | 8 766 | 50,75 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 17 365 | 401,73 | 2 225 | 370,19 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 2 756 | 3,03 | 353 | -3,55 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 162 480 | 0,20 | 20 820 | -6,25 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 34 381 | 2,95 | 4 405 | -3,70 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 3 812 | 2,36 | 488 | -4,13 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 2 282 | 314 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7 100 610 | 0,12 | 909 730 | -6,33 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 7 420 | 42,91 | 951 | 33,80 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 3 632 | 0,03 | 465 | -9,71 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 10 212 | 114,94 | 1 308 | 101,23 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 93 677 | 4,48 | 12 828 | 0,47 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12 010 | 247,41 | 1 539 | 225,16 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5 784 | 100,35 | 741 | 87,59 | ||||
| 2026-05-14 | 13F | Betterment LLC | 15 475 | 34,47 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 3 512 | 0,75 | 450 | -5,66 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 10 257 | 6 002 | 60,33 | |||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 16 456 | 2,68 | 2 108 | -3,92 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 5 485 | 1 436,41 | 754 | 1 438,78 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 247 050 | 2,80 | 31 652 | -3,82 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 135 | 80,00 | 17 | 70,00 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 3 078 | 0,29 | 394 | -6,19 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 46 975 | 5,51 | 6 018 | -1,28 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 2 018 | 0,05 | 259 | -6,52 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 21 080 | 6,95 | 2 701 | 0,04 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 32 699 | 9,87 | 4 189 | 2,80 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 8 431 | 0,14 | 1 080 | -6,25 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 34 867 | 3,50 | 4 467 | -3,16 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3 914 | 0,05 | 501 | -6,36 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 46 429 | 26,87 | 5 949 | 18,70 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 6 682 | 856 | ||||||
| 2026-05-08 | 13F | Glenview Trust Co | 23 948 | 0,06 | 3 068 | -6,38 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 116 880 | 9,53 | 14 975 | 2,48 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 10 236 | 61,55 | 1 311 | 51,21 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 44 191 | 19,06 | 5 662 | 11,39 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 43 249 | 24,19 | 5 541 | 16,21 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 11 762 | 4,26 | 1 507 | -2,46 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 4 346 | 557 | ||||||
| 2026-04-29 | 13F | Invested Advisors | 3 252 | 16,85 | 417 | 9,19 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 75 662 | 23,35 | 9 694 | 15,41 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 1 677 | 215 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8 912 | 36,58 | 1 142 | 27,77 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 9 431 | 11,85 | 1 208 | 4,68 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 306 523 | 8,63 | 41 402 | 5,08 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 2 981 | 0,03 | 382 | -6,62 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 644 351 | 1,06 | 338 794 | -5,44 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 61 335 | 0,00 | 7 858 | -6,43 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 14 812 | 190,43 | 1 898 | 171,78 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 3 418 | 6,61 | 438 | -0,46 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 12 446 | 1,01 | 1 702 | -0,99 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 66 154 | 1,40 | 8 476 | -5,14 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 5 071 | 0,02 | 650 | -6,48 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 0 | 0 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8 081 | 0,52 | 1 035 | -5,91 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 267 | 2 866,67 | 34 | 3 300,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 11 239 | 11,05 | 1 440 | 3,90 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 17 390 | 12,21 | 2 228 | 5,00 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 6 150 | 0,02 | 788 | -6,53 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 1 824 | 234 | ||||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 7 354 | 942 | ||||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 6 317 | 0,13 | 809 | -6,26 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 119 429 | 25,43 | 15 301 | 17,36 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 11 061 | 0,23 | 1 417 | -6,22 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 238 | 19,00 | 30 | 11,11 | ||||
| 2026-04-10 | 13F | Ipswich Investment Management Co., Inc. | 7 150 | 916 | ||||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 2 272 | 291 | ||||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 5 870 | 0,05 | 752 | -6,35 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 148 | 20,33 | 19 | 12,50 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 35 051 | 15,42 | 4 491 | 7,98 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1 924 | 8,76 | 247 | 1,65 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 439 554 | 11,14 | 56 316 | 3,98 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 038 | 133 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 974 458 | 252 968 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 239 | 133,16 | 671 | 118,57 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 2 340 | 20,93 | 300 | 12,83 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 162 | 21 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 1 948 | 250 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 9 294 | 8,55 | 1 191 | 1,54 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 38 607 | 14,21 | 4 946 | 6,85 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 3 336 | 4,45 | 427 | -2,29 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7 103 | 10,86 | 910 | 3,76 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 4 832 | 0,02 | 619 | -6,35 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 629 | 0,16 | 81 | -6,98 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 120 | 15 | ||||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 17 154 | 0,97 | 2 216 | -4,77 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 14 387 | 20,02 | 1 843 | 12,31 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 1 880 | 8,05 | 241 | 0,84 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 7 517 | 61,62 | 963 | 51,42 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 3 106 | 21,14 | 398 | 13,11 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 89 930 | 1,46 | 12 315 | -2,44 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 37 063 | 1,34 | 4 749 | -5,19 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 14 289 | 17,68 | 1 957 | 27,18 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 11 808 | 43,74 | 1 513 | 34,52 | ||||
| 2026-05-06 | 13F | Performa Ltd (US), LLC | 4 463 | 0,02 | 572 | -6,55 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 3 908 | 535 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 426 | 4 992,86 | 184 | 6 000,00 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 36 | 5 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 3 951 302 | 2,91 | 506 241 | -3,72 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 11 086 | 2,57 | 1 420 | -4,05 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 202 | 26 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 035 | 7,03 | 133 | 0,00 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 224 | 83,61 | 29 | 75,00 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 62 | 8 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 555 162 | 2,80 | 2 991 | -95,96 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 751 384 | 16,19 | 352 507 | 8,71 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 281 | -6,33 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 49 735 | 129,63 | 6 372 | 114,91 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 121 014 | 4,05 | 15 504 | -2,66 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 4 811 | 0,90 | 628 | -4,70 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 77 383 | 9,40 | 9 927 | 2,48 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 228 667 | 0,39 | 29 297 | -6,08 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 31 884 | 2,40 | 4 085 | -4,20 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 2 875 | 0,03 | 368 | -6,36 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 1 296 | 27,43 | 166 | 19,42 | ||||
| 2026-04-30 | 13F | Conning Inc. | 65 605 | 33,82 | 8 405 | 25,20 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 3 900 | 0,03 | 500 | -6,38 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 13 | 2 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 8 165 | 0,52 | 1 046 | -5,94 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 100 899 | 0,11 | 12 927 | -6,34 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 79 136 | 6,81 | 10 139 | -0,07 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 67 385 | 8 633 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 23 952 | 2,87 | 3 069 | -3,76 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 50 529 | 6 | ||||||
| 2026-04-30 | 13F | Equitable Trust Co | 36 056 | 2,75 | 4 619 | -3,87 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 4 040 | 0,02 | 518 | -6,51 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 43 | 1 333,33 | 6 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 53 431 | 298,38 | 6 846 | 272,82 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 67 296 | 8,88 | 8 622 | 1,85 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 25 308 | 13,92 | 3 466 | 32,76 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 1 853 | 0,71 | 237 | -5,58 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 15 203 | 149,15 | 2 149 | 147,18 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 4 738 | 7,29 | 607 | 0,33 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 5 100 | 155,00 | 653 | 139,19 | |||
| 2026-04-29 | 13F | Clare Market Investments LLC | 1 564 | 0,06 | 200 | -9,91 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 29 815 | 4 117,11 | 3 820 | 3 878,13 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 3 272 | 37,94 | 419 | 29,32 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 256 312 | 1,43 | 33 | -5,88 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 242 677 | 3,12 | 31 094 | -3,51 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 5 535 | 9,56 | 709 | 2,60 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2 260 | 311 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 193 774 | 19,75 | 24 826 | 12,04 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 43 633 | 0,53 | 5 590 | -5,94 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 16 599 | 1,11 | 2 256 | 0,40 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 10 730 | 150,12 | 1 375 | 134,07 | ||||
| 2026-05-14 | 13F | Broadleaf Partners, LLC | 19 819 | 6,37 | 2 539 | -0,47 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 123 120 | 0,79 | 15 774 | -5,70 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 10 068 | 18,39 | 1 297 | 11,34 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2 248 | 6,74 | 288 | 0,00 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 56 908 | 18,57 | 7 291 | 10,94 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 261 375 | 2,99 | 33 487 | -3,64 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 2 234 | 18,26 | 286 | 10,85 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 11 692 | 0,31 | 1 498 | -6,14 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 8 767 | 0,92 | 1 123 | -5,55 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 13 414 | 1 719 | ||||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 13 709 | 0,11 | 167 | 23,70 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2 556 | 1,83 | 327 | -4,66 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 47 454 | 2,87 | 6 080 | -3,75 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 191 | 8,52 | 24 | 0,00 | ||||
| 2026-05-14 | 13F | American Family Investments, Inc. | 620 523 | 10,47 | 79 501 | 3,36 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6 986 | 23,93 | 895 | 16,08 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 29 815 | 33,66 | 3 820 | 25,05 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 14 837 | 1,22 | 1 901 | -5,28 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 2 518 | 1,00 | 323 | -5,57 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 28 597 | 0,37 | 3 664 | -6,10 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 80 728 | 5,67 | 10 343 | -1,14 | ||||
| 2026-01-29 | 13F | Comerica Bank | 337 549 | 18,11 | 46 224 | 13,57 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 38 288 | 4,93 | 4 905 | -1,82 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2 790 | 38,32 | 357 | 29,35 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 157 268 | 6,38 | 20 149 | -0,47 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 31 682 | 10,12 | 4 059 | 3,05 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 2 620 | 336 | ||||||
| 2026-05-13 | 13F | Artisan Partners Limited Partnership | 11 | 1 | ||||||
| 2026-05-15 | 13F | Corsair Capital Management, L.p. | 7 833 | 788 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6 635 | 0,12 | 850 | -6,28 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 309 901 | 103,90 | 179 378 | 96,07 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 13 012 | 59,09 | 1 667 | 48,84 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 3 135 | 0,03 | 402 | -6,53 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 44 996 | 2,63 | 5 765 | -4,00 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 239 290 | 41,20 | 30 650 | 32,14 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1 665 | 5,11 | 213 | -2,74 | ||||
| 2026-05-04 | 13F | Consolidated Investment Group LLC | 27 450 | 134,62 | 3 517 | 119,48 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 12 | 2 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 383 | 1,12 | 3 111 | -5,38 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 807 | 0,68 | 360 | -5,77 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 9 423 | 113,09 | 1 295 | 116,03 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 5 725 | 6,12 | 734 | -0,68 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 8 943 | 0,01 | 1 146 | -6,45 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 3 023 | 32,82 | 387 | 24,44 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 550 990 | 2,30 | 70 593 | -4,29 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 3 023 | 6,33 | 389 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 47 268 | 0,14 | 6 056 | -6,30 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 35 598 | 0,98 | 4 561 | -5,53 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 72 101 | 1,91 | 9 238 | -4,66 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 5 883 | 3,46 | 754 | -3,09 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 48 495 | 5,83 | 6 213 | -0,99 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 11 358 | 1,27 | 1 455 | -5,21 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 5 064 | 1,06 | 649 | -5,54 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 756 | 97 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 346 143 | 65,31 | 44 | 57,14 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 91 907 | 0,63 | 12 559 | 0,42 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 11 810 | 1,79 | 1 513 | -4,72 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 574 | 74 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 72 672 | 2 458,87 | 9 311 | 2 299,48 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 2 632 | 28,58 | 337 | 20,36 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 9 524 | 1 220 | ||||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 5 124 | 141,24 | 656 | 126,21 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 24 616 | 2,43 | 3 | 0,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 2 785 | 1,61 | 357 | -5,07 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 2 502 | 1,54 | 321 | -5,04 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 2 713 | 10,83 | 348 | 3,58 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 114 619 | 0,97 | 14 685 | -5,53 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 10 179 | 1,63 | 1 304 | -4,89 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 25 629 | 3,37 | 3 284 | -4,40 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 78 200 | 0,02 | 10 019 | -6,44 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 7 707 | 10,81 | 987 | 3,68 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2 683 | 30,88 | 344 | 22,50 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 45 474 | 38,31 | 6 | 25,00 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 24 191 | 48,77 | 3 099 | 39,22 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2 800 | 1,93 | 359 | -4,79 | ||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 14 972 | 2 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 60 730 | 160,87 | 7 810 | 145,03 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 1 753 | 225 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 8 845 | 0,69 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 6 272 | 804 | ||||||
| 2026-04-10 | 13F | Financial Advisory Corp | 783 005 | 4,04 | 100 319 | -2,66 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 32 947 | 0,03 | 4 221 | -6,41 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 52 | 7 | ||||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 99 763 | 11,76 | 12 782 | 4,57 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 100 162 | 8,15 | 12 833 | 1,17 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 599 | 22,24 | 77 | 13,43 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3 520 | 4,79 | 451 | -2,17 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 3 304 | 423 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 9 391 | 4,00 | 1 203 | -2,67 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4 160 | 15,14 | 533 | 6,40 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 18 145 | 0,01 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 241 | -26,38 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6 779 | 4,79 | 869 | -1,92 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 2 669 | 0,04 | 342 | -6,58 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 37 042 | 1,97 | 4 746 | -4,60 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 21 956 | 20,28 | 2 813 | 12,57 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 14 757 | 21,72 | 1 891 | 13,86 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 336 317 | 17,92 | 43 089 | 10,32 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 3 412 | 1 264 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 1 770 | 8,19 | 227 | 0,89 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 60 109 | 1,85 | 7 701 | -4,70 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 21 292 | 6,28 | 2 728 | -0,58 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 548 | 1,11 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 38 651 | 17,89 | 4 952 | 10,29 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 75 496 | 10,07 | 9 673 | 2,98 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 305 456 | 0,27 | 39 135 | -6,18 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 511 007 | 153,04 | 65 470 | 136,75 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 2 597 | 6,26 | 333 | -0,60 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 41 480 | 2,16 | 5 | 0,00 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 337 918 | 0,14 | 43 294 | -6,31 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 2 516 | 12,42 | 322 | 5,23 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 83 724 | 132,46 | 10 727 | 117,48 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 995 | 0,20 | 127 | -6,62 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 3 156 | 419 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 146 291 | 13,82 | 18 743 | 6,49 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 584 | 1,21 | 80 | -3,66 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 2 121 | 0,81 | 272 | -5,90 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 6 015 | 2,28 | 784 | -2,61 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 35 | 4 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 256 552 | 5,32 | 32 869 | -1,47 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 10 686 | 93,34 | 1 369 | 81,08 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 3 496 | 0,03 | 448 | -6,49 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 192 073 | 1,23 | 24 608 | -5,29 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 197 442 | 4,32 | 25 296 | -2,40 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 22 993 | 39,22 | 3 149 | 33,90 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 53 179 | 3,98 | 6 813 | -2,71 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 184 131 | 13,68 | 24 197 | 9,08 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 29 877 | 76,98 | 3 828 | 65,60 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 38 510 | 6,84 | 4 934 | -0,06 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 113 070 | 0,05 | 14 486 | -6,39 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 8 672 | 26,62 | 1 111 | 16,72 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 11 155 | 1,56 | 1 429 | -4,99 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 32 294 | 4,01 | 4 137 | -2,68 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 139 324 | 0,17 | 17 850 | -6,28 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 5 318 | 0,23 | 681 | -6,20 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 175 040 | 5,67 | 22 426 | -1,13 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 3 362 | 8,42 | 431 | 1,42 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 652 159 | 14,05 | 89 340 | 9,71 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 19 992 | 1,78 | 2 561 | -4,76 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1 942 | 249 | ||||||
| 2026-04-23 | 13F | TFC Financial Management | 888 | 16,23 | 114 | 8,65 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 4 480 | 32,04 | 574 | 23,71 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 4 438 | 4,40 | 569 | -2,41 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 16 403 | 29,83 | 2 246 | 24,85 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 38 | 137,50 | 5 | 100,00 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 1 859 | 0,05 | 238 | -6,30 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 11 223 | 2,19 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 43 760 | 7,17 | 5 607 | 0,27 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 101 | 13 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 17 530 | 10,03 | 2 246 | 2,93 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11 384 | 11,73 | 1 459 | 4,52 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2 094 | 268 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 1 693 | 0,06 | 217 | -6,49 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 4 753 | 28,08 | 648 | 27,36 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 7 745 | 992 | ||||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 2 780 | 10,67 | 356 | 3,79 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 583 | 80 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2 554 | 12,21 | 327 | 5,14 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35 287 | 5 | ||||||
| 2026-05-12 | 13F | Pilgrim Partners Asia Pte Ltd | 14 450 | 5,09 | 1 851 | -1,65 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 14 110 | 2,88 | 1 808 | -3,78 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 562 | 372,27 | 72 | 350,00 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 10 694 | 7,30 | 1 370 | 0,44 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 2 776 | 0,04 | 356 | -6,58 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 92 444 | 10,79 | 11 844 | 3,66 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 250 | 420,83 | 32 | 433,33 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 23 127 | 242,72 | 2 967 | 221,10 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2 062 | 80,40 | 264 | 69,23 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 83 417 | 9,15 | 10 687 | 2,12 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 67 103 | 3,59 | 8 597 | -3,08 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 278 458 | 211,39 | 35 679 | 191,34 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 53 108 | 5,34 | 6 804 | -1,43 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1 904 | 2,92 | 244 | -3,95 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 1 573 | 202 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 11 728 | 0,02 | 1 502 | -6,42 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 49 282 | 1,35 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 9 398 | 1 204 | ||||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 732 | 0,14 | 98 | 2,08 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 19 922 | 26,30 | 2 552 | 18,15 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 97 741 | 12 523 | ||||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 2 103 984 | 5,56 | 269 562 | -1,24 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2 157 | 0,28 | 276 | -6,12 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 1 580 | 0,96 | 202 | -5,61 | ||||
| 2026-05-07 | 13F | First National Trust Co | 78 349 | 5,31 | 10 038 | -1,47 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 16 488 | 0,68 | 2 112 | -5,80 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 2 482 | 318 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 431 031 | 4,68 | 55 224 | -2,07 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 65 119 | 2,31 | 8 343 | -4,28 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 3 560 | 3,58 | 486 | 10,23 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 31 | 4 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 037 365 | 2,15 | 132 550 | -4,75 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 43 | 48,28 | 6 | 66,67 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3 952 | 506 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 700 | 90 | ||||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 7 315 | 92,96 | 937 | 80,54 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 10 293 | 1 319 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1 213 | 0,08 | 155 | -6,63 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 6 558 | 0,02 | 840 | -6,46 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 39 950 | 20 816,23 | 5 118 | 19 584,62 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 19 042 | 96,51 | 2 440 | 83,94 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 47 041 | 103,19 | 6 058 | 91,10 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1 933 | 2,87 | 248 | -3,89 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 5 683 | 34,10 | 778 | 29,02 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 120 394 | 3,25 | 15 425 | -3,40 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 12 121 | 5,45 | 1 660 | 1,34 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 3 205 | 0,03 | 411 | -6,39 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 82 563 | 2,54 | 10 578 | -4,06 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 26 036 | 7,48 | 3 336 | 0,54 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3 325 | 5,62 | 426 | -1,39 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 27 481 | 0,99 | 3 521 | -5,53 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 11 643 | 25,98 | 1 492 | 17,87 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 82 | 11 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 13 802 | 1,22 | 1 768 | -5,30 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 2 501 | 0,04 | 320 | -6,43 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 6 686 | 2,47 | 857 | -4,14 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 3 470 | 0,03 | 445 | -6,53 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 5 490 | 3,39 | 703 | -3,30 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 25 061 | 3 211 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 5 000 | 138,10 | 641 | 123,00 | |||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 2 940 | 6,75 | 377 | -0,27 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 31 310 | 4 011 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 2 459 | 31,01 | 315 | 22,57 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 5 800 | 23,40 | 743 | 15,55 | |||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 9 398 | 29,65 | 1 204 | 21,37 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 26 164 | 4,17 | 3 352 | -2,53 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 2 250 | 30,28 | 288 | 22,03 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 75 462 | 10,59 | 9 668 | 3,47 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 17 172 | 3,32 | 2 200 | -3,34 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 3 702 | 10,87 | 498 | 5,52 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 52 210 | 1,11 | 6 689 | -5,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 415 556 | 0,76 | 181 361 | -5,73 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 308 | 39 | ||||||
| 2026-04-07 | 13F | Farmers Trust Co | 47 815 | 1 515,37 | 6 126 | 1 412,59 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 8 446 | 13,05 | 1 082 | 5,77 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 6 605 | 2,09 | 846 | -4,41 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 2 025 | 278 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 11 144 | 1,82 | 1 526 | -2,05 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 2 138 | 3,94 | 274 | -2,85 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 337 497 | 4,72 | 43 240 | -2,03 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 36 601 | 152,28 | 4 689 | 136,10 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6 441 | 50,17 | 825 | 40,55 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 4 957 | 48,86 | 679 | 40,96 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 9 390 | 1 203 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2 957 | 69,16 | 0 | |||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 96 | 12 | ||||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 20 359 | 7,67 | 2 738 | 5,72 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 41 092 | 7,09 | 5 265 | 0,19 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 8 825 | 0,03 | 1 131 | -6,46 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 26 842 | 21,87 | 3 439 | 13,99 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 2 900 | 372 | |||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 5 233 | 0,60 | 670 | -5,90 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 12 852 | 1 647 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6 766 | 0,76 | 867 | -5,77 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 6 379 | 1,29 | 817 | -5,22 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 121 | 16 | ||||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 18 385 | 6,74 | 2 356 | -0,13 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2 897 | 0,38 | 373 | -5,57 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 184 734 | 1,94 | 279 908 | -4,62 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 33 395 | 264,61 | 4 279 | 241,15 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 139 696 | 0,12 | 17 898 | -6,33 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 762 | 2 048,78 | 226 | 1 945,45 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 11 408 | 5,67 | 1 462 | -1,15 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 3 153 | 59,40 | 404 | 49,26 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 9 840 | 2,02 | 1 261 | -4,55 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 383 | 0,26 | 52 | 33,33 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 3 809 | 0,05 | 488 | -6,53 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 22 157 | 2,38 | 2 912 | -4,84 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 1 496 | 214 | ||||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 3 276 | 0,92 | 420 | -5,63 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 504 731 | 0,66 | 64 666 | -5,83 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 28 676 | 6,69 | 3 674 | -0,16 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 19 018 | 7,68 | 2 437 | 0,74 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 54 414 | 9,47 | 6 972 | 2,41 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 159 564 | 2,77 | 20 443 | -3,85 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 143 303 | 5,50 | 18 360 | -1,30 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 295 | 0 | ||||||
| 2026-05-11 | 13F | Rebalance, Llc | 7 852 | 0,05 | 1 006 | -6,42 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 40 652 | 8,57 | 5 208 | 1,58 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 190 796 | 8,83 | 24 445 | 1,82 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 19 905 431 | 2,59 | 2 550 284 | -4,02 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 2 077 | 36,55 | 266 | 27,88 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 8 138 | 15,11 | 1 043 | 7,64 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 43 004 | 4,99 | 5 510 | -1,94 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 0 | 0 | ||||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 28 855 | 4,79 | 3 697 | -1,96 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 5 545 | 2,51 | 710 | -4,05 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2 538 | 4,96 | 325 | -1,81 | ||||
| 2026-05-08 | 13F | Bokf, Na | 225 584 | 22,28 | 28 902 | 14,41 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 21 236 | 30,73 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 2 998 | 1,08 | 384 | -5,42 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 10 842 | 1,85 | 1 389 | -4,67 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 1 608 | 3,41 | 206 | -3,30 |
