Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard World Fund - Vanguard Mega Cap Value ETF, to m.in Gateway Wealth Partners, LLC, Tudor Investment Corp Et Al, Diversify Wealth Management, Llc, Hidden Cove Wealth Management, LLC, Evergreen Wealth Solutions, LLC, Vanguard Advisers Inc, Macro Advisors, Inc., Olistico Wealth, LLC, WT Wealth Management, Jane Street Group, Llc, Kingswood Wealth Advisors, Llc, Mars Jewett Financial Group, Inc., TRB Wealth Management, LLC, RFG Advisory, LLC, Marin Bay Wealth Advisors, LLC, Savvy Advisors, Inc., Solutions 4 Wealth, Ltd, Verdence Capital Advisors LLC, Aprio Wealth Management, LLC, i Vanguard National Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1 458 | 1,89 | 211 | 4,98 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 42 848 | 7,56 | 6 211 | 10,44 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2 556 | 35,17 | 370 | 56,78 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 25 | 4 | ||||||
| 2026-05-12 | 13F | Creative Planning | 103 341 | 1,20 | 14 979 | 3,91 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 8 142 | 10,50 | 1 180 | 13,46 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 31 168 | 6,05 | 4 518 | 8,87 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 7 243 | 0,12 | 1 050 | 2,74 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 27 965 | 17,78 | 4 054 | 20,95 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1 910 | 0,10 | 277 | 2,60 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 1 764 | 256 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 457 | 9,10 | 356 | 12,30 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 15 513 | 0,34 | 2 249 | 3,02 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 3 959 | 22,95 | 574 | 26,21 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2 617 | 21,10 | 380 | 24,26 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 4 137 | 1,17 | 600 | 3,81 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 14 089 | 316,10 | 2 042 | 324,53 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 25 100 | 1 376,47 | 3 638 | 1 422,18 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17 255 | 2 501 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1 917 | 278 | ||||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 1 733 | 0,58 | 251 | 3,29 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 518 | 75 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1 381 | 200 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2 294 | 332 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 91 350 | 5,93 | 13 241 | 8,78 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 727 459 | 8,46 | 105 445 | 11,37 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 75 505 | 0,58 | 11 | 0,00 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 163 240 | 3,86 | 23 043 | 6,44 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 4 497 | 652 | ||||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 74 609 | 49,76 | 10 815 | 53,78 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 928 | 135 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 186 | 26 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 88 554 | 2,47 | 12 836 | 5,21 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 4 432 | 10,25 | 642 | 13,23 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 49 | 188,24 | 7 | 250,00 | ||||
| 2026-04-24 | 13F | CFC Planning Co LLC | 9 254 | 19,68 | 1 341 | 22,91 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 083 447 | 0,95 | 157 046 | 3,66 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 21 484 | 3 114 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 6 070 | 14,08 | 880 | 17,04 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 149 182 | 3,04 | 21 624 | 5,81 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 6 425 | 86,56 | 931 | 91,56 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 85 | 0 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 6 745 | 0,61 | 978 | 3,28 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 7 987 | 153,39 | 1 158 | 160,59 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 18 464 | 1,63 | 2 676 | 4,37 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 4 549 | 0,55 | 659 | 3,29 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 2 636 | 25,94 | 382 | 29,49 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 859 | 269 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 23 730 | 682,14 | 3 440 | 703,50 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 1 617 | 8,02 | 234 | 10,90 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 4 621 | 3,35 | 670 | 6,02 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 28 372 | 4 113 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 32 431 | 4 877 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 2 578 | 32,89 | 374 | 36,63 | ||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 5 631 | 816 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 11 016 | 180,88 | 1 555 | 181,19 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 29 612 | 21,12 | 4 292 | 24,37 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 404 | 0,50 | 59 | 3,57 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3 908 | 1,43 | 566 | 4,24 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 15 247 | 23,27 | 2 152 | 26,37 | ||||
| 2026-04-22 | 13F | Vicus Capital | 5 479 | 0,55 | 794 | 3,25 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 1 448 | 210 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 2 274 | 5,52 | 321 | 8,45 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 1 898 | 275 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 6 273 | 909 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7 054 | 18,69 | 1 022 | 21,96 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 49 571 | 58,05 | 7 185 | 62,30 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 5 357 | 776 | ||||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 117 715 | 17,63 | 17 063 | 20,78 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 3 800 | 0,16 | 551 | 2,80 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 197 725 | 0,23 | 28 660 | 2,92 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 6 164 | 1 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 1 700 | 246 | |||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 15 473 | 0,05 | 2 243 | 2,70 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 11 018 | 1 597 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 158 587 | 0,15 | 22 987 | 2,84 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4 639 212 | 2,60 | 672 454 | 5,36 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 2 290 | 9,05 | 332 | 11,82 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 26 999 | 2,85 | 3 914 | 5,76 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 5 480 | 6,49 | 794 | 9,37 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 858 | 121 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 92 199 | 17,25 | 13 161 | 18,58 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 174 183 | 3,33 | 25 248 | 6,10 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 139 351 | 32,36 | 20 | 42,86 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 279 226 | 2,55 | 330 378 | 5,35 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 10 964 | 0,55 | 1 589 | 3,25 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 23 293 | 47,98 | 3 376 | 52,00 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 3 586 | 0,56 | 520 | 3,18 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 201 924 | 10,19 | 29 269 | 13,14 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 31 374 | 0,16 | 4 548 | 2,85 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 5 328 | 0,55 | 772 | 3,35 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 14 113 | 6,80 | 2 046 | 5,36 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 206 175 | 2,52 | 29 885 | 5,28 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 4 337 | 3,63 | 630 | 6,78 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 80 939 | 11 732 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10 371 | 9,00 | 1 503 | 11,91 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 71 | 1,43 | 10 | 11,11 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 149 185 | 1,27 | 21 624 | 3,99 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 4 875 | 2,61 | 725 | 4,92 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 32 025 | 1 101,24 | 4 642 | 1 134,57 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 49 905 | 9,86 | 7 | 16,67 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 304 | 44 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 505 | 4,22 | 218 | 7,39 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 19 812 | 22,74 | 2 872 | 26,03 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 373 096 | 0,98 | 54 080 | 3,69 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 26 490 | 0,87 | 3 840 | 3,56 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 83 927 | 0,82 | 12 165 | 3,53 | ||||
| 2026-04-23 | 13F | Bell Bank | 3 824 | 0,90 | 554 | 3,75 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 6 743 | 2,09 | 977 | 4,83 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 434 386 | 30,89 | 63 013 | 34,42 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 214 276 | 10,42 | 31 059 | 22,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 180 | 26 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 9 780 | 1,67 | 1 418 | 4,42 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 22 159 | 4,72 | 3 212 | 7,50 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 5 160 | 316,13 | 748 | 326,86 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 72 513 | 26,74 | 10 511 | 30,14 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 2 068 | 0,58 | 300 | 3,10 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2 107 | 0,10 | 305 | 2,69 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 3 908 | 35,27 | 566 | 39,07 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 3 551 | 0,17 | 530 | 5,80 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 26 535 | 321,39 | 3 846 | 333,11 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 4 246 | 4,45 | 615 | 7,33 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 24 635 | 0,33 | 3 571 | 3,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5 712 | 0,42 | 828 | 3,12 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3 153 | 0,45 | 457 | 2,93 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 142 839 | 3,29 | 20 705 | 6,07 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 44 086 | 21,90 | 6 390 | 25,17 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 1 411 | 205 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 3 067 407 | 2,94 | 444 621 | 5,70 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 102 245 | 262,65 | 14 820 | 272,46 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 10 670 | 1 547 | ||||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 24 151 | 9,06 | 3 501 | 12,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 4 431 | 9,00 | 642 | 12,04 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 27 180 | 208,16 | 3 940 | 216,39 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 14 546 | 9,04 | 2 053 | 11,21 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 18 394 | 1,71 | 2 666 | 4,47 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7 955 | 3,61 | 1 153 | 6,46 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 484 201 | 2,20 | 70 185 | 4,95 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 22 | 3 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 5 892 | 151,26 | 854 | 157,70 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 15 596 695 | 1,08 | 2 260 741 | 3,79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5 728 | 16,14 | 830 | 19,25 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 10 606 | 8,37 | 1 537 | 11,30 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2 072 | 0,88 | 300 | 3,81 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 23 857 | 0,23 | 3 458 | 2,95 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 14 893 | 68,63 | 2 159 | 73,06 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12 345 | 78,06 | 1 789 | 82,92 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 91 | 13 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 111 415 | 20,49 | 16 150 | 23,73 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 176 325 | 0,87 | 25 558 | 3,57 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 298 | 25,74 | 43 | 30,30 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 44 376 | 2,75 | 6 432 | 5,51 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1 645 | 0,06 | 238 | 2,59 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 1 935 | 9,69 | 280 | 12,45 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 19 025 | 68,41 | 2 758 | 72,96 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 25 865 | 0,00 | 3 749 | 2,71 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 13 034 | 12,35 | 1 840 | 26,92 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 156 391 | 7,03 | 22 669 | 9,91 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5 449 | 2,31 | 790 | 5,06 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 667 | 97 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 596 | 3,03 | 666 | 5,88 | ||||
| 2026-05-05 | 13F | PFG Advisors | 11 700 | 4,15 | 1 696 | 6,94 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 5 523 | 800 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 368 740 | 5,56 | 55 044 | 11,63 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7 616 | 3,16 | 1 104 | 5,85 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 27 474 | 3 982 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 183 109 | 13,10 | 26 542 | 16,13 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 260 748 | 1 587,47 | 38 364 | 1 658,96 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 119 478 | 3,17 | 17 318 | 5,94 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 6 512 | 4,28 | 944 | 7,04 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 138 | 0,73 | 20 | 0,00 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 5 575 | 18,62 | 808 | 21,87 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 17 780 | 3,93 | 2 571 | 6,33 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4 260 | 2,60 | 617 | 5,29 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 2 181 | 0,55 | 316 | 3,27 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 11 788 | 0,69 | 1 664 | 3,16 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 14 560 | 0,06 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 11 306 | 5,72 | 1 639 | 8,55 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 1 392 | 202 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 113 403 | 1,34 | 16 438 | 4,06 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 33 197 | 6,21 | 4 812 | 9,04 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 36 654 | 0,56 | 5 313 | 3,25 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 12 733 | 8,06 | 1 846 | 10,94 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 5 721 | 7,96 | 829 | 10,83 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 18 664 | 0,50 | 2 705 | 2,50 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 116 | 35,29 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 1 829 | 0 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 2 259 | 17,17 | 327 | 20,22 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 176 079 | 4,21 | 25 523 | 7,01 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3 154 | 2,94 | 457 | 5,79 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 19 485 | 20,23 | 2 824 | 23,48 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 11 183 | 25,20 | 1 621 | 28,65 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 831 | 2,47 | 120 | 5,26 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 2 442 | 3,74 | 354 | 6,33 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2 008 | 291 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 75 | 11 | ||||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 55 723 | 9,35 | 8 077 | 12,29 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2 216 | 321 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 374 801 | 9,65 | 54 327 | 12,59 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 3 326 | 0,60 | 482 | 3,43 | ||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 24 556 | 3 559 | ||||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 2 712 | 0,56 | 393 | 3,42 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 111 627 | 0,97 | 16 194 | 3,68 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 5 820 | 1 | ||||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 20 188 | 2 926 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 19 080 | 9,03 | 2 766 | 11,94 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 130 063 | 5,00 | 18 853 | 7,81 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 485 | 70 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 1 796 | 9,45 | 260 | 12,55 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 290 904 | 42 166 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3 916 | 568 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 25 136 | 0,62 | 3 643 | 3,32 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2 546 | 4,05 | 369 | 6,96 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1 404 | 204 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 2 010 | 0,10 | 291 | 2,83 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 47 733 | 2,64 | 6 919 | 5,39 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 8 379 | 56,73 | 1 215 | 61,01 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 74 772 | 1,71 | 10 838 | 4,44 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 20 998 | 0,15 | 3 044 | 2,84 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 4 487 | 62,22 | 578 | 48,21 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 71 058 | 14,21 | 10 300 | 16,22 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 97 914 | 2,58 | 14 193 | 5,34 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 13 612 | 8,63 | 1 973 | 11,60 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 789 955 | 9,87 | 114 504 | 12,82 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6 934 | 9,08 | 1 005 | 12,04 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 141 | 0,71 | 20 | 5,26 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 24 912 | 3 611 | ||||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 367 428 | 1,03 | 53 259 | 3,74 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 6 978 | 2,05 | 1 011 | 4,77 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 16 004 | 3,54 | 2 320 | 6,33 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 40 306 | 0,55 | 5 842 | 3,25 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11 177 | 3,97 | 1 578 | 6,55 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 24 803 | 0,32 | 3 595 | 3,10 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 29 829 | 1,50 | 4 211 | 4,03 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 1 968 | 15,97 | 285 | 19,25 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 1 586 | 230 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 183 332 | 974,25 | 26 574 | 1 003,53 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 122 075 | 1,31 | 17 695 | 4,03 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 15 196 | 0,09 | 2 203 | 2,75 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 52 172 | 7 562 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 13 346 | 0,55 | 1 531 | -18,26 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1 533 | 222 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 90 359 | 6,84 | 13 098 | 9,70 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 15 564 | 16,56 | 2 256 | 19,75 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 2 854 | 6,14 | 414 | 8,97 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 276 | 40 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4 771 | 0,48 | 692 | 3,13 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 61 122 | 33,48 | 8 860 | 37,07 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12 954 | 349,64 | 1 878 | 362,32 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 18 903 | 0,61 | 2 740 | 3,28 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 66 | 10 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 520 | 75 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 169 | 20,71 | 0 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 3 497 | 7,97 | 507 | 10,72 | ||||
| 2026-04-20 | 13F | City State Bank | 400 | 300,00 | 58 | 307,14 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 4 721 | 0,58 | 684 | 3,32 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 1 750 | 254 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 57 | 8 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 694 008 | 221,95 | 100 621 | 230,42 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 24 439 | 3,03 | 3 542 | 5,79 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 49 222 | 7 135 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 8 007 | 0,55 | 1 161 | 3,29 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1 336 897 | 5,95 | 193 783 | 8,80 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 69 186 | 7,58 | 10 029 | 10,46 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 8 350 | 406,67 | 1 210 | 421,55 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 105 | 0 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 72 | 10 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 342 048 | 7,35 | 49 580 | 10,23 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7 032 | 0,43 | 1 019 | 3,14 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 4 870 | 0,06 | 706 | 2,62 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7 860 | 348,63 | 1 139 | 406,22 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 167 | 4,38 | 24 | 9,09 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 10 300 | 1 493 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 20 982 | 7,51 | 3 041 | 10,42 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 17 656 | 0,42 | 2 559 | 3,14 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5 286 | 766 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 544 | 317,05 | 370 | 329,07 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 143 077 | 3,12 | 22 200 | 11,00 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 315 383 | 24,53 | 45 715 | 27,87 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 1 395 | 202 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 70 | 10 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 37 099 | 0,33 | 5 378 | 3,03 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 38 627 | 3,16 | 6 | 0,00 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 2 100 | 112,55 | 304 | 3,40 | ||||
| 2026-05-15 | 13F | Fmr Llc | 31 051 | 19,35 | 4 501 | 22,55 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 5 673 | 89,23 | 822 | 94,33 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 400 | 58 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 125 966 | 0,56 | 18 259 | 3,26 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 60 364 | 9,33 | 8 750 | 11,25 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 17 | 2 | ||||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 151 239 | 0,33 | 21 922 | 3,02 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 14 024 | 2,18 | 2 033 | 4,90 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 1 970 | 24,29 | 286 | 27,80 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 100 874 | 5,37 | 14 622 | 8,20 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 26 770 | 5,04 | 3 880 | 7,87 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 4 271 | 16,34 | 619 | 19,50 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 1 767 | 0,28 | 256 | 3,23 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 448 | 31,38 | 65 | 33,33 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 383 484 | 6,74 | 55 586 | 9,61 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 121 428 | 2,46 | 17 601 | 5,21 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 35 737 | 904,98 | 5 180 | 933,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 365 764 | 3,87 | 53 017 | 6,66 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 2 584 | 6,08 | 375 | 8,72 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4 515 | 9,40 | 655 | 12,37 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 2 990 | 433 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 12 683 | 5,89 | 1 790 | 8,55 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 68 376 | 12,09 | 9 911 | 15,11 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 35 403 | 30,73 | 5 132 | 34,25 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 2 322 | 5,74 | 0 | |||||
| 2026-05-14 | 13F | Bank Of Hawaii | 16 346 | 5,25 | 2 369 | 8,07 |
