Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Core MSCI Total International Stock ETF, to m.in Nearwater Capital Markets, Ltd, Capitolis Liquid Global Markets Llc, Dv Equities, Llc, Steel Peak Wealth Management LLC, Madson Wealth Advisors Inc, Baer Investment Advisory LLC, Keel Point, LLC, Intentional Wealth Strategies, LLC, Tiaa-cref Individual & Institutional Services, Llc, Gainplan LLC, Aznar Financial Advisors, LLC, Pacific Point Advisors, LLC, Leo H. Evart, Inc., Price T Rowe Associates Inc /md/, Lido Advisors, LLC, Platform Wealth Management, LLC, Naviter Wealth, LLC, Fisher Asset Management, LLC, Unique Wealth, Llc, i Global Assets Advisory, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 99 548 | 101,62 | 9 080 | 109,97 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 585 | 51 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 5 092 | 53,33 | 441 | 56,94 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 8 730 | 47,24 | 756 | 50,90 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 94 715 | 17,14 | 8 017 | 17,16 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 18 664 | 3,73 | 1 617 | 6,24 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 496 745 | 4,16 | 389 598 | 6,63 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2 424 | 0,37 | 210 | 2,94 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 1 850 | 31,77 | 160 | 35,59 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 345 | 117 | ||||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 215 | 40,52 | 19 | 50,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 47 034 | 8,15 | 4 075 | 10,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 15 546 | 4,98 | 1 347 | 7,42 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 30 704 | 0,00 | 2 599 | 2,49 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 4 639 | 3,30 | 402 | 5,53 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 72 590 | 1,00 | 6 289 | 3,39 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 5 732 | 531 | ||||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 3 240 | 7,46 | 281 | 9,80 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 3 900 | 10,39 | 338 | 12,71 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 26 115 | 4,54 | 2 263 | 7,00 | ||||
| 2026-05-27 | 13F | Alpine Woods Capital Investors, Llc | 8 000 | 693 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 5 627 | 91,92 | 488 | 96,37 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 184 470 | 4,26 | 15 982 | 6,72 | ||||
| 2026-05-15 | 13F | Fmr Llc | 145 188 | 11,99 | 12 579 | 14,65 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 19 | 2 | ||||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 13 095 | 1,38 | 1 212 | 10,80 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 4 575 | 426 | ||||||
| 2026-03-02 | 13F | Reflection Asset Management | 3 023 | 262 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 24 934 | 17,28 | 2 160 | 20,07 | ||||
| 2026-05-14 | 13F | Betterment LLC | 31 086 | 13,26 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 578 | 50 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 368 630 | 239,94 | 31 938 | 247,98 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2 837 | 246 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2 904 | 252 | ||||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 2 508 | 2,70 | 217 | 5,34 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 2 745 | 317,81 | 257 | 335,59 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4 194 | 5,03 | 363 | 7,72 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 9 312 | 807 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 47 955 | 457,62 | 4 155 | 471,39 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 552 898 | 62,26 | 47 903 | 66,10 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 56 507 | 4 896 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 8 590 | 8,27 | 744 | 10,88 | ||||
| 2026-01-29 | 13F | Comerica Bank | 75 212 | 1,71 | 6 366 | 4,24 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 16 000 | 384,85 | 1 386 | 396,77 | |||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 8 927 | 144,37 | 773 | 127,35 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2 503 | 217 | ||||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 210 797 | 3,45 | 18 263 | 5,90 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 92 552 | 230,13 | 8 019 | 238,03 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 5 419 | 5,84 | 470 | 8,31 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 14 434 | 1,63 | 1 251 | 3,99 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 9 363 | 26,48 | 811 | 29,55 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 10 700 | 2,32 | 927 | 4,75 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 413 502 | 9,71 | 122 466 | 12,31 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 113 209 | 1,47 | 10 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 17 682 | 0,24 | 1 532 | 2,55 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 36 627 | 17,33 | 3 173 | 20,10 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 35 560 | 1,05 | 3 081 | 3,43 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2 315 | 852 | 12,72 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 15 506 | 14,01 | 1 343 | 13,14 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 3 312 | 2,76 | 287 | 5,15 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 3 654 | 4,04 | 317 | 6,40 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 34 741 | 25,19 | 3 010 | 28,15 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 334 140 | 11,23 | 28 950 | 13,86 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1 163 580 | 0,73 | 100 813 | 3,11 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 61 732 | 6,05 | 5 348 | 8,57 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 17 738 | 2,48 | 1 537 | 4,92 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 6 056 | 35,21 | 525 | 38,26 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 575 292 | 5,96 | 136 611 | 8,57 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 3 807 | 17,83 | 0 | |||||
| 2026-05-06 | 13F | Patrick Mauro Investment Advisor, INC. | 199 360 | 8,77 | 17 273 | 11,34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 76 556 | 133,86 | 6 633 | 139,42 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 136 | 12 | ||||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 55 376 | 2,28 | 4 800 | 4,76 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 11 806 | 13,03 | 1 023 | 15,61 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 11 144 | 2,37 | 966 | 4,78 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 735 451 | 4,21 | 63 719 | 6,67 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 823 | 1 369,64 | 71 | 1 675,00 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 2 312 | 200 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 17 860 | 9,34 | 1 663 | 20,26 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 946 536 | 9,05 | 79 263 | 7,89 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11 682 | 12,01 | 994 | 12,44 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 29 | |||||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 10 224 | 0,50 | 886 | 2,79 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 3 875 | 336 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 3 965 | 344 | ||||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 126 426 | 49,08 | 10 954 | 52,61 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 890 | 77 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 106 208 | 9 202 | ||||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 3 | 50,00 | 0 | |||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 7 613 | 0,17 | 660 | 2,49 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 20 501 | 1,91 | 1 776 | 4,35 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 5 884 | 0,29 | 510 | 2,62 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 2 818 | 1,81 | 244 | 4,27 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4 049 | 18,67 | 351 | 21,53 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 587 638 | 12,02 | 50 913 | 14,67 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 11 079 | 960 | ||||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 263 700 | 22 847 | ||||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 7 879 | 21,98 | 683 | 24,91 | ||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 73 523 | 93,59 | 6 370 | 98,20 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 234 427 | 0,21 | 20 311 | 2,58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 706 982 | 18,60 | 61 253 | 21,41 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 498 244 | 21,49 | 43 168 | 24,35 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1 155 | 591,62 | 100 | 614,29 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 6 049 116 | 4,01 | 524 095 | 6,47 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 5 328 | 11,98 | 462 | 14,68 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 7 948 | 3,14 | 689 | 5,52 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 130 778 | 39,03 | 11 331 | 42,32 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 200 | 17 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 21 492 | 1 862 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 5 357 466 | 2,50 | 464 171 | 4,92 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 26 263 | 2 275 | ||||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 85 328 | 9,06 | 7 393 | 11,63 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8 763 373 | 6,61 | 759 259 | 9,13 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 51 518 | 16,15 | 4 464 | 18,89 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 21 933 | 26,64 | 1 900 | 29,69 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 63 758 | 176,75 | 5 524 | 183,38 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 79 884 | 80,11 | 6 921 | 83,68 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 243 903 | 2,63 | 21 132 | 5,05 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 19 658 | 1 703 | ||||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 3 393 | 7,78 | 294 | 10,15 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 894 681 | 17,45 | 78 | 20,31 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 138 323 | 2,12 | 11 984 | 4,54 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 4 134 | 5,06 | 358 | 0,56 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 21 186 | 2,25 | 1 836 | 4,68 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 28 191 | 2 442 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 2 421 | 210 | ||||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 76 293 | 1,01 | 6 610 | 3,41 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 19 037 | 0,64 | 1 649 | 3,06 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 65 890 | 16,32 | 5 709 | 19,07 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 73 | 6 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2 201 | 0,32 | 193 | 3,78 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 362 427 | 24,85 | 31 401 | 27,80 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 43 800 | 0,74 | 3 795 | 3,10 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 521 388 | 3,53 | 45 173 | 5,98 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 39 301 | 3,54 | 3 405 | 6,01 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 3 722 | 8,26 | 322 | 11,03 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 48 372 | 4,34 | 4 191 | 6,83 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 3 532 | 306 | ||||||
| 2026-05-12 | 13F | Clark Wealth Partners | 56 | 5 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 12 366 | 182,20 | 1 071 | 189,46 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 5 496 | 476 | ||||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 213 | 18 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 26 454 | 2 292 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 1 743 | 198,46 | 151 | 208,16 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 33 | 0 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3 708 | 19,92 | 321 | 22,99 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 34 873 | 242,26 | 3 021 | 250,46 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 52 396 | 0,81 | 4 540 | 3,18 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 882 322 | 12,83 | 76 444 | 15,50 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 42 632 | 3 694 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 373 286 | 18,34 | 32 341 | 21,14 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 38 583 | 22,20 | 3 343 | 25,07 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6 168 | 3,44 | 534 | 5,95 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2 897 980 | 5,22 | 251 081 | 7,71 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 1 648 | 143 | ||||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 125 474 | 2,06 | 10 871 | 4,47 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 5 930 | 541 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3 346 | 23,51 | 315 | 37,55 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 4 909 | 21,27 | 411 | 20,18 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 624 614 | 0,23 | 54 117 | 2,60 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 7 953 | 103,45 | 689 | 108,79 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 10 594 | 0,21 | 968 | 5,57 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 10 692 | 8,12 | 926 | 10,63 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 11 908 | 15,88 | 1 032 | 18,64 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 28 | 2 | ||||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 320 | 28 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1 050 229 | 220,66 | 90 992 | 228,24 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 857 | 1,18 | 74 | 4,23 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 45 121 | 24,12 | 3 909 | 27,04 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 3 955 | 343 | ||||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 9 355 | 28,95 | 811 | 35,23 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 462 081 | 0,09 | 40 035 | 2,45 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2 396 | 1,27 | 208 | 3,50 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 223 071 | 10,03 | 19 327 | 12,63 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 80 038 | 5 763,59 | 6 934 | 0,80 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 10 095 | 9,63 | 875 | 12,20 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 299 | 0,34 | 26 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 25 231 | 67,08 | 2 186 | 71,05 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 3 983 | 7,27 | 345 | 9,87 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 30 460 | 11,78 | 2 639 | 14,44 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 8 355 | 0,88 | 724 | 3,29 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 965 085 | 25,45 | 83 632 | 28,41 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 28 654 | 8,17 | 2 483 | 10,70 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 62 373 | 13,21 | 5 404 | 15,87 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 42 525 | 2,36 | 3 684 | 4,78 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 60 776 | 2,11 | 5 266 | 4,53 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 12 359 | 40,63 | 1 071 | 44,01 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 38 102 | 1,78 | 3 301 | 4,20 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 3 169 | 1,73 | 268 | 4,28 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3 511 | 0,66 | 304 | 3,05 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 15 926 | 48,01 | 1 380 | 51,54 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 21 440 | 0,97 | 1 858 | 3,34 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 765 | 240 | ||||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 29 063 | 2 518 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 280 | 24 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 44 730 | 44,76 | 3 875 | 48,18 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 31 270 | 0,55 | 2 709 | 2,93 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 5 150 | 15,78 | 446 | 18,62 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 5 489 | 13,08 | 476 | 15,85 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 5 428 | 470 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 23 363 | 9,54 | 2 024 | 12,13 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 129 453 | 1,90 | 11 216 | -1,26 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3 648 | 12,38 | 309 | 14,93 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 53 957 | 3,88 | 4 675 | 6,32 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 307 | 27 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 673 737 | 6,26 | 145 013 | 8,77 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 5 416 | 1 119,82 | 454 | 1 124,32 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 7 073 | 2,21 | 613 | 4,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15 918 | 398,22 | 1 379 | 410,74 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 32 449 | 1,85 | 2 811 | 4,27 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 123 818 | 7,87 | 10 728 | 10,42 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 14 198 | 6,93 | 1 230 | 9,53 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 82 | 182,76 | 7 | 250,00 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 7 095 | 615 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 28 020 | 104,03 | 2 428 | 108,86 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 119 138 | 109,28 | 10 322 | 114,24 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 128 885 | 2,88 | 11 167 | 5,30 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 2 312 | 200 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 9 161 | 1,14 | 794 | 3,52 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 3 337 | 289 | ||||||
| 2026-04-27 | 13F | GDS Wealth Management | 3 986 | 0,03 | 345 | 2,37 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 10 087 | 3,97 | 874 | 6,33 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 7 965 | 690 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2 478 | 20,00 | 215 | 22,99 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6 009 | 9,63 | 521 | 12,31 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 5 288 | 74,93 | 458 | 79,61 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 2 085 | 2,01 | 181 | 4,65 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3 521 | 22,90 | 305 | 26,03 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 159 | 9,66 | 14 | 8,33 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 4 505 | 0,02 | 390 | 2,36 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 24 386 | 2 113 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 32 490 | 1,12 | 2 815 | 3,49 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 91 239 | 18,89 | 7 905 | 21,69 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 319 489 | 1,03 | 27 042 | 3,55 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6 777 | 2,88 | 587 | 5,39 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 14 592 | 7,86 | 1 264 | 126 300,00 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 20 744 | 82,33 | 1 797 | 86,80 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 24 323 | 5,41 | 2 107 | 7,89 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 11 028 | 1,42 | 955 | 3,80 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 92 477 | 3,00 | 8 012 | 5,43 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 3 300 | 286 | |||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 7 241 805 | 10 169,44 | 84 | -98,61 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1 768 120 | 0,88 | 153 190 | 3,27 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 50 | 21,95 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 33 500 | 2 902 | |||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 3 132 | 271 | ||||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 224 161 | 51,44 | 19 421 | 55,02 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 42 297 | 77,94 | 3 665 | 82,20 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 431 | 46,60 | 37 | 54,17 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 24 152 | 4,09 | 2 092 | 6,57 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 13 234 | 7,05 | 1 147 | 9,56 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 162 053 | 3,45 | 13 716 | 6,03 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 2 641 | 229 | ||||||
| 2026-04-08 | 13F | Gainplan LLC | 17 255 | 1 495 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 399 | 35 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 20 654 | 1,12 | 1 789 | 3,53 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1 805 | 13,17 | 156 | 15,56 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 40 937 | 2,50 | 3 547 | 4,91 | ||||
| 2026-05-13 | 13F | RFP Financial Group LLC | 2 616 | 227 | ||||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 189 515 | 449,13 | 3 170 | 8,49 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 5 056 | 18,99 | 438 | 22,01 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 21 829 | 2,49 | 1 891 | 4,94 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 6 069 | 6,51 | 526 | 8,92 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 2 540 | 220 | ||||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 4 383 | 380 | ||||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 3 670 | 8,74 | 318 | 11,23 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 56 405 | 0,48 | 4 886 | 2,82 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 39 585 | 55,81 | 3 430 | 59,49 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 7 791 | 0,74 | 675 | 3,06 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 1 130 660 | 0,22 | 97 960 | 2,58 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 51 022 | 6,01 | 4 421 | 8,52 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 3 497 | 0,72 | 303 | 3,07 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 49 588 | 21,94 | 4 296 | 24,85 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 56 682 | 7,25 | 4 911 | 9,77 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2 910 | 252 | ||||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 43 022 | 8,25 | 3 727 | 10,82 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 31 177 | 4,58 | 2 701 | 7,06 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 74 143 | 1,32 | 6 423 | 3,71 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 223 143 | 11,94 | 19 333 | 14,59 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 126 467 | 3,29 | 184 259 | 5,74 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 235 | 5,11 | 107 | 8,08 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 177 317 | 6 235,01 | 15 529 | 6 480,08 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 877 | 76 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 5 247 | 6,00 | 455 | 8,61 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5 275 | 2,43 | 457 | 5,06 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 20 305 | 15,46 | 1 759 | 18,21 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 3 675 | 0,03 | 318 | 2,58 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 26 | 2 | ||||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 20 036 | 5,19 | 1 736 | 7,63 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 176 932 | 60,56 | 15 329 | 64,37 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 1 413 600 | 122 474 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 3 830 | 3,40 | 332 | 5,75 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 8 416 | 7,69 | 712 | 10,39 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 432 583 | 838,77 | 37 479 | 861,00 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 2 809 | 7,25 | 243 | 9,95 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 10 787 | 1,43 | 935 | 3,78 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3 900 | 338 | ||||||
| 2026-04-15 | 13F | Snider Financial Group | 9 295 | 2,38 | 805 | 4,82 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 464 044 | 20,21 | 213 485 | 23,06 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 47 173 | 1,22 | 4 087 | 3,63 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 1 750 | 152 | ||||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 2 358 | 194,75 | 207 | 202,94 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 7 768 | 0,95 | 673 | 3,38 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 47 276 | 6,52 | 4 096 | 9,05 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 17 845 | 4,53 | 1 546 | 7,06 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 2 592 | 225 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 11 765 | 4,53 | 1 019 | 7,04 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 2 410 | 209 | ||||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 41 854 | 0,72 | 3 626 | 3,10 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 13 325 | 9,99 | 1 154 | 12,59 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 40 289 | 5,98 | 3 491 | 8,49 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 2 849 | 7,55 | 247 | 9,82 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 99 117 | 4,15 | 8 588 | 6,60 | ||||
| 2026-05-13 | 13F | Marex Group plc | 5 370 | 1,05 | 465 | 3,56 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 76 115 | 7,12 | 6 595 | 9,64 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 217 851 | 568,77 | 18 875 | 584,58 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 16 002 | 1 354 | ||||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 13 606 | 42,50 | 1 139 | 40,97 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4 891 | 0,60 | 414 | 2,99 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 14 416 | 12,51 | 1 249 | 15,22 | ||||
| 2026-05-12 | 13F | Creative Planning | 253 588 | 20,78 | 21 971 | 23,63 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2 970 | 257 | ||||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 71 751 | 0,35 | 6 217 | 2,71 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 2 121 117 | 2,59 | 183 774 | 5,02 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 265 292 | 10,37 | 22 985 | 12,98 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 119 863 | 1,74 | 10 385 | 4,14 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 270 | 23 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 2 734 | 9,23 | 237 | 11,85 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 19 029 | 81,52 | 1 649 | 85,79 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 3 995 | 13,17 | 346 | 16,11 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 226 627 | 0,48 | 19 635 | 2,85 | ||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 997 500 | 86 423 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 63 255 | 493,39 | 5 480 | 507,54 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11 763 889 | 0,24 | 1 019 223 | 2,61 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 3 221 | 12,03 | 279 | 25,68 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 3 623 | 0,28 | 314 | 2,62 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 267 021 | 10,22 | 23 135 | 12,83 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 267 513 | 9,02 | 23 182 | 11,62 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 36 570 | 65,23 | 3 168 | 69,14 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 9 556 | 8,65 | 828 | 11,16 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 2 882 | 21,50 | 250 | 24,50 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 5 109 | 2,84 | 443 | 5,24 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 19 035 | 1 649 | ||||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 12 500 | 1 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 28 472 | 1,69 | 2 410 | 4,20 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 211 395 | 2,53 | 18 315 | 4,96 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5 263 | 11,32 | 456 | 14,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 10 226 | 3,63 | 886 | 5,99 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 12 399 | 0,06 | 1 074 | 2,48 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 705 | 48,42 | 61 | 52,50 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 79 | 172,41 | 0 | |||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 199 740 | 3 106,61 | 18 497 | 3 133,57 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 3 130 | 271 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 70 598 | 12 830,04 | 6 117 | 13 195,65 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 16 056 | 4,46 | 1 391 | 7,00 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 23 309 | 23,57 | 2 019 | 26,50 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 179 929 | 6,18 | 15 589 | 8,69 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 5 352 | 464 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 37 441 | 0,90 | 3 244 | 3,28 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 3 230 | 5,80 | 280 | 8,14 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 143 229 | 0,69 | 12 409 | 3,06 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 45 126 | 38,67 | 3 910 | 41,94 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 104 141 | 18,74 | 9 023 | 21,54 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 41 351 | 16,52 | 3 583 | 19,28 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 18 698 | 6,22 | 1 620 | 8,73 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 4 321 | 1,36 | 374 | 3,89 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 42 618 | 3,33 | 3 692 | 5,79 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 3 861 | 12,01 | 335 | 14,78 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 10 643 | 25,46 | 922 | 28,59 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 1 125 | 97 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 240 385 | 10 008,70 | 20 827 | 10 261,69 | ||||
| 2026-05-15 | 13F | Brasada Capital Management, Lp | 73 821 | 1 122,00 | 6 465 | 1 148,07 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 9 611 | 0,36 | 833 | 2,72 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 18 845 | 8,69 | 1 633 | 11,25 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 26 006 | 4,69 | 2 253 | 7,18 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 3 885 | 131,39 | 337 | 136,62 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 7 447 | 13,02 | 1 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1 734 | 26,75 | 150 | 30,43 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 8 074 | 700 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 900 | 9,26 | 511 | 11,82 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 3 016 | 0,77 | 255 | 3,24 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 3 105 | 30,46 | 269 | 33,83 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 9 554 | 809 | ||||||
| 2026-04-10 | 13F | Wealth Group Ltd | 34 014 | 7,60 | 2 947 | 10,13 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 31 941 | 2,84 | 2 767 | 5,29 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 13 480 | 1 168 | ||||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 31 809 | 0,88 | 2 756 | 3,26 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6 052 | 7,94 | 524 | 10,55 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 36 265 | 7,55 | 3 142 | 10,09 | ||||
| 2026-04-06 | 13F | Karras Company, Inc. | 6 662 | 3,90 | 577 | 6,46 | ||||
| 2026-05-14 | 13F | RPG Investment Advisory, LLC | 3 863 | 335 | ||||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 4 898 | 1,96 | 424 | 4,43 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 7 586 | 693 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 24 661 661 | 5,59 | 2 087 363 | 5,59 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 33 500 | 40,24 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 24 633 | 1,55 | 2 134 | 3,95 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 959 | 83 | ||||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 21 323 | 1,42 | 1 847 | 3,82 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 6 516 | 2,21 | 565 | 4,64 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 4 451 | 2,02 | 386 | 4,34 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 138 261 | 2,23 | 11 979 | 4,65 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 208 217 | 3,53 | 18 040 | 5,98 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 906 913 | 12,65 | 76 658 | 12,50 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2 088 708 | 435,80 | 180 966 | 448,46 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 5 976 | 13,38 | 500 | 12,11 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 476 486 | 22,71 | 41 283 | 25,61 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 30 779 | 16,91 | 2 667 | 19,66 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 10 | 1 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 22 109 | 1,32 | 1 916 | 3,74 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 4 829 | 28,50 | 418 | 31,45 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 6 087 | 527 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 153 815 | 23,95 | 13 327 | 26,88 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 6 526 | 1,60 | 565 | 4,05 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 7 124 | 2,40 | 617 | 4,93 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 36 453 | 10,83 | 3 158 | 13,47 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 13 057 | 1,46 | 1 | 0,00 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 28 020 | 4,67 | 2 428 | 7,15 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 99 570 | 0,41 | 8 627 | 2,79 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 49 643 | 3,45 | 4 301 | 5,91 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 76 794 | 9,33 | 6 653 | 11,91 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 13 262 708 | 33,79 | 1 149 081 | 36,95 | ||||
| 2026-04-17 | 13F | Sara-Bay Financial | 7 664 | 1,19 | 664 | 3,27 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 212 400 | 0,21 | 18 402 | 2,58 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 3 516 | 325 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 977 577 | 4,08 | 171 337 | 6,54 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 3 647 | 26,11 | 316 | 29,10 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 2 975 068 | 3,96 | 257 760 | 6,41 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 3 675 | 318 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 1 722 589 | 6,87 | 149 245 | 9,39 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 99 343 | 1,30 | 8 607 | 3,70 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 49 514 | 0,06 | 4 290 | 2,41 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 46 267 | 8,49 | 4 009 | 11,05 | ||||
| 2026-05-05 | 13F | PFG Advisors | 41 685 | 5,65 | 3 612 | 8,15 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 29 547 | 2,24 | 2 560 | 4,62 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 2 442 | 212 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 214 544 | 2,37 | 19 | 5,88 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 2 331 612 | 14,10 | 202 011 | 16,80 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 28 433 | 3,60 | 2 463 | 6,07 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3 404 | 4,87 | 295 | 9,70 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 5 160 | 11,86 | 447 | 14,62 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 5 957 | 5,94 | 516 | 8,63 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 36 | 3 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 23 562 | 25,33 | 2 041 | 42,63 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 40 771 | 0,34 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 3 162 | 6,90 | 274 | 9,20 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7 106 | 2,99 | 616 | 5,31 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 682 105 | 13,06 | 59 098 | 15,73 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 90 142 | 0,16 | 7 810 | 2,52 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 898 | 78 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 91 223 | 1,06 | 7 904 | 3,46 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 10 893 003 | 1,34 | 943 688 | 3,72 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 835 385 | 5,04 | 72 378 | 7,52 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 25 | 2 | ||||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 129 029 | 1,72 | 11 179 | 4,13 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 17 206 | 36,08 | 1 491 | 39,25 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 332 809 | 3,29 | 28 835 | 5,73 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18 161 | 43,38 | 1 574 | 46,74 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 44 883 | 261,46 | 3 889 | 270,29 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 99 | 9 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 399 | 35 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 59 787 | 6,73 | 5 180 | 9,24 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 10 489 | 0,40 | 909 | 2,71 | ||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 9 514 | 20,97 | 824 | 23,91 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 4 254 | 403 | ||||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 1 022 003 | 43,12 | 88 546 | 46,51 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 6 100 | 48,78 | 529 | 52,16 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 34 645 | 3,21 | 3 002 | 5,63 | ||||
| 2026-05-04 | 13F | Nwam Llc | 78 454 | 2,09 | 6 797 | -1,26 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 100 817 | 29,21 | 8 735 | 145 466,67 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 18 631 | 1,00 | 1 614 | 3,40 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2 311 | 200 | ||||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 12 981 | 1 125 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 807 | 1,89 | 68 | 4,62 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 100 000 | 8 464 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 71 098 | 52,35 | 6 160 | 55,92 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 229 382 | 10,33 | 19 874 | 12,93 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 6 099 | 528 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 258 460 | 7,71 | 22 393 | 10,25 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 23 764 | 0,19 | 2 059 | 2,54 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 11 574 | 175,51 | 1 003 | 177,56 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6 715 | 582 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 3 170 | 4,17 | 275 | 6,61 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 44 548 | 3 860 | ||||||
| 2026-05-11 | 13F | Adams Wealth Management | 9 611 | 0,36 | 833 | 2,72 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 60 149 | 10,90 | 5 | 25,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 103 071 | 7,06 | 9 030 | 10,82 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 7 376 | 2,23 | 639 | 4,75 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 112 942 | 0,14 | 9 785 | 2,50 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 3 473 | 1,22 | 301 | 3,45 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 2 828 | 245 |
