Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Preferred and Income Securities ETF, to m.in Arch Global Advisors, LLC, Farrow Financial Inc., Nicolet Bankshares Inc, Canandaigua National Corp, CMH Wealth Management LLC, Cowa, Llc, Voya Investment Management Llc, Sidoxia Capital Management, LLC, Coral Wealth Management, LLC, TRB Wealth Management, LLC, Tower Bridge Advisors, Hgk Asset Management Inc, Hunter Perkins Capital Management, LLC, Elser Financial Planning, Inc, Trask Adam Roland, Guardian Capital, LLC, Maridea Wealth Management LLC, Gateway Wealth Partners, LLC, Spartan Wealth Advisory Services LLC, i JPL Wealth Management, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 7 139 | 4,91 | 216 | 2,86 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 12 928 | 0,03 | 392 | -2,25 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 645 | 20 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 93 001 | 0,84 | 2 820 | -1,26 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 32 950 | 8,54 | 999 | 6,39 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1 140 | 14,00 | 35 | 13,33 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 13 436 | 6,21 | 407 | 4,09 | ||||
| 2026-04-14 | 13F | Tran Capital Management, L.p. | 90 869 | 2,60 | 2 755 | 0,51 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 7 099 | 215 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 191 640 | 2,24 | 5 811 | 0,12 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 6 465 | 204 | ||||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 93 768 | 46,27 | 2 903 | 43,22 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 1 250 261 | 3,46 | 37 908 | 1,32 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 981 595 | 5,85 | 29 762 | 3,66 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 6 623 | 201 | ||||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 119 793 | 0,34 | 3 632 | -1,73 | ||||
| 2026-05-13 | 13F | Cunning Capital Partners, LP | 13 000 | 8,33 | 0 | |||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 82 141 | 102,00 | 2 488 | 97,69 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 69 718 | 16,14 | 2 114 | 13,72 | ||||
| 2026-05-15 | 13F | Fmr Llc | 14 218 | 22,13 | 431 | 19,72 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 6 | 0 | -100,00 | |||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 113 370 | 6,30 | 3 437 | 4,09 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 140 355 | 0,05 | 4 256 | -2,03 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 7 400 | 229 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 43 | 1 | ||||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 12 620 | 1,80 | 383 | -0,26 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 285 545 | 8,76 | 8 658 | 6,51 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 86 367 | 15,82 | 2 619 | 13,43 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 37 986 | 2,54 | 1 152 | 0,44 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 333 | 10 | ||||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 34 300 | 50,04 | 1 040 | 46,96 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 66 281 | 2,49 | 2 010 | 0,35 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 18 023 | 5,66 | 562 | 4,08 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 10 044 | 21,48 | 305 | 19,22 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1 354 | 0,15 | 41 | 0,00 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 29 452 | 70,68 | 893 | 67,04 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 16 000 | 485 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 15 926 | 2,14 | 483 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 6 180 | 0,59 | 187 | -1,58 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 7 132 | 0,13 | 216 | -1,82 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 13 202 | 6,86 | 400 | 4,71 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 37 752 | 112,88 | 1 145 | 108,38 | ||||
| 2026-05-15 | 13F | Clear Street Group Inc. | 2 900 | 88 | ||||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 196 083 | 7,17 | 5 945 | 4,96 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 14 532 | 3,76 | 441 | 1,62 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 42 020 | 133,55 | 1 274 | 128,73 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 190 070 | 8,68 | 5 763 | 6,43 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 232 378 | 2,27 | 7 046 | 0,16 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 47 433 | 1,37 | 1 438 | -0,69 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 21 564 | 24,86 | 654 | 22,28 | ||||
| 2026-05-13 | 13F | Keynote Financial Services Llc | 52 468 | 15,01 | 1 591 | 12,61 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 11 589 | 0,13 | 351 | -1,96 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 160 | 5 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 13 231 | 9,62 | 401 | |||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 34 396 | 20,36 | 1 045 | 18,10 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 99 186 | 18,33 | 3 007 | 15,92 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8 478 | 0,02 | 257 | -1,91 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 2 430 | 5,42 | 76 | 4,11 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 179 158 | 1 093,35 | 5 432 | 1 070,69 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 192 470 | 9,67 | 5 836 | 7,40 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 8 816 | 0,03 | 267 | -1,84 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 8 748 | 19,18 | 265 | 16,74 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 53 850 | 6,95 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 45 172 | 563,32 | 1 370 | 551,90 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 428 201 | 3,09 | 12 983 | 0,96 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2 203 190 | 3,05 | 66 801 | 0,92 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1 608 | 36,62 | 49 | 33,33 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 23 155 | 2,96 | 702 | 0,86 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 180 811 | 5 482 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9 665 | 293 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 26 587 | 2,72 | 806 | 0,62 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 014 821 | 20,37 | 30 769 | 17,88 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 95 748 | 5,63 | 2 964 | 3,42 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 417 | -7,54 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 504 455 | 23,30 | 15 295 | 20,76 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 27 926 | 48,98 | 847 | 45,86 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 22 748 180 | 0,37 | 689 725 | -1,70 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 631 888 | 10,82 | 19 159 | 8,53 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 42 769 | 4,15 | 1 297 | 1,97 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 20 257 | 0,11 | 614 | -1,92 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 117 464 | 57,16 | 3 562 | 53,89 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 14 122 | 7,74 | 428 | 5,68 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 27 693 | 5,85 | 840 | 3,58 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8 358 | 2,45 | 253 | 0,40 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 9 440 | 42,08 | 286 | 39,51 | ||||
| 2026-04-22 | 13F | Motco | 315 | 10 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 767 | 0,66 | 23 | 0,00 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 98 839 | 3,40 | 2 997 | 1,25 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 29 890 | 35,19 | 906 | 32,46 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 135 117 | 23,79 | 4 097 | 21,22 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 21 846 | 662 | ||||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 7 308 | 4,21 | 229 | 4,09 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 8 485 | 257 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 11 592 | 0,11 | 351 | -1,96 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 12 618 | 0,04 | 383 | -2,05 | ||||
| 2026-01-06 | 13F | Mallini Complete Financial Planning LLC | 262 | -2,96 | ||||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 13 954 | 0,35 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 201 189 | 4,86 | 6 319 | 6,38 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 148 525 | 4 503 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 55 117 | 11,67 | 1 671 | 9,36 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 60 503 | 136,64 | 1 873 | 131,81 | ||||
| 2026-05-13 | 13F | Invst, LLC | 23 455 | 0,01 | 711 | -2,07 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1 088 817 | 3,05 | 33 013 | 0,92 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 766 735 | 13,93 | 83 887 | 11,58 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 7 331 | 16,64 | 230 | 14,50 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 93 608 | 2 838 | ||||||
| 2026-05-05 | 13F | Eukles Asset Management | 86 | 3 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 266 024 | 9,62 | 8 066 | 7,36 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 29 219 | 0,25 | 886 | -1,88 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 601 | 0,33 | 18 | 0,00 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 632 669 | 0,61 | 19 183 | -1,47 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 23 748 | 0,27 | 720 | -1,77 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 711 524 | 99,67 | 22 | 90,91 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 200 326 | 22,99 | 6 074 | 20,45 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 9 885 | 300 | ||||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 38 832 | 48,95 | 1 177 | 45,85 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 31 160 | 25,24 | 945 | 22,60 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 93 628 | 10,38 | 2 837 | 8,04 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 81 705 | 0,42 | 2 477 | -1,63 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 32 574 | 42,56 | 988 | 39,60 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 18 668 | 68,13 | 567 | 65,01 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 96 238 | 2,63 | 2 918 | 0,48 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | Put | 7 500 | 227 | |||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 111 | 3 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 198 332 | 7,88 | 6 013 | 5,66 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 303 633 | 2,79 | 9 206 | 0,67 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 10 715 | 0,36 | 325 | -1,82 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 107 078 | 0,62 | 3 247 | -1,46 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 45 412 | 51,62 | 1 377 | 48,44 | ||||
| 2026-05-05 | 13F | UBS Group AG | 6 095 089 | 0,99 | 184 803 | -1,10 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 68 178 | 6,44 | 2 067 | 4,24 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 7 435 | 0,01 | 225 | -2,17 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 268 351 | 5,85 | 8 136 | 3,66 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 57 307 | 17,32 | 1 738 | 14,88 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 71 992 | 9,87 | 2 183 | 7,59 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 15 719 | 331,49 | 487 | 337,84 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 17 452 | 74,68 | 529 | 71,20 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 45 012 | 339,66 | 1 365 | 331,65 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2 879 | 0,63 | 87 | -1,14 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 370 881 | 8,13 | 11 245 | 5,90 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 22 291 | 214,31 | 676 | 208,22 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 13 888 | 2,62 | 421 | 0,48 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 19 995 | 20,95 | 606 | 18,59 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 36 256 | 14,77 | 1 099 | 12,37 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 39 387 | 3,11 | 1 194 | 1,02 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 18 340 | 0,07 | 556 | -1,94 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 8 126 | 23,97 | 246 | 21,78 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 29 518 | 2,39 | 895 | 0,22 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 886 124 | 14,54 | 26 867 | 12,17 | ||||
| 2026-05-13 | 13F | Fogel Capital Management, Inc. | 49 730 | 2,05 | 1 508 | -0,07 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 73 685 | 3,50 | 2 234 | 1,36 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 48 428 | 0,01 | 1 468 | -2,07 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 48 709 | 6,75 | 1 477 | 4,53 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 19 206 | 0,66 | 582 | -1,36 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 28 164 | 1,33 | 891 | 0,91 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 15 749 | 3,25 | 478 | 1,06 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 16 270 | 1,39 | 500 | 0,81 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 60 675 | 22,24 | 1 840 | 19,73 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 170 540 | 0,73 | 5 171 | -1,35 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 111 688 | 100,54 | 3 386 | 96,40 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 123 | 4 | ||||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 23 499 | 1,92 | 712 | -0,14 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 67 818 | 25,60 | 2 056 | 23,04 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 7 040 | 213 | ||||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 203 165 | 13,70 | 6 160 | 11,35 | ||||
| 2026-05-08 | 13F | Princeton Capital Management Llc | 22 479 | 6,44 | 682 | 4,29 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 18 736 | 3,41 | 568 | 1,43 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 49 167 | 1 491 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 104 283 | 60,20 | 3 162 | 56,87 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 815 849 | 6,08 | 24 736 | 3,89 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 63 260 | 2,28 | 1 918 | 0,21 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 | 0 | ||||||
| 2026-04-22 | 13F | Romano Brothers And Company | 35 096 | 3,62 | 1 064 | 1,53 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 6 659 | 0,12 | 202 | -1,95 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 60 692 | 3,73 | 1 879 | 1,57 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 8 574 | 0,22 | 260 | -2,26 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 451 189 | 10,03 | 44 000 | 7,75 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 15 445 | 0,16 | 471 | -2,69 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 99 304 | 62,15 | 3 011 | 58,76 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1 362 | 41 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 15 612 | 85,77 | 473 | 81,92 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 401 374 | 2,93 | 12 170 | 0,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 382 913 | 33,46 | 11 610 | 30,70 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 55 373 | 46,59 | 1 679 | 43,54 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 13 852 | 54,25 | 420 | 50,72 | ||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 5 953 | 0,05 | 180 | -2,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 97 291 | 61,98 | 2 950 | 58,63 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 789 | 1,58 | 357 | -0,56 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 8 880 | 0 | ||||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 2 600 | 160,00 | 79 | 160,00 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 59 552 | 1 806 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 387 | 12 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 17 826 | 540 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 22 906 | 9,05 | 695 | 6,77 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 174 407 | 0,32 | 5 288 | -1,75 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 66 148 | 57,44 | 2 006 | 54,23 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 10 828 | 9,67 | 328 | 7,54 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 17 765 | 4,18 | 539 | 2,09 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 107 055 | 23,43 | 3 246 | 20,86 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 1 055 067 | 11,20 | 31 990 | 8,90 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3 177 | 6,90 | 96 | 4,35 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 1 326 | 40 | ||||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 30 663 | 0,35 | 930 | -1,69 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 10 488 | 318 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 28 340 | 0,88 | 889 | 2,19 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 133 627 | 3,00 | 4 052 | 0,87 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 33 196 | 0,02 | 1 006 | -2,04 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 158 | 5 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 602 | 0,33 | 18 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 245 423 | 9,76 | 7 598 | 7,47 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 19 743 | 116,72 | 599 | 112,06 | ||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 31 532 | 1,20 | 1 | |||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 1 904 | 0,69 | 58 | -1,72 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | Put | 12 600 | 15,60 | 382 | 13,35 | |||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 8 333 | 253 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 84 615 | 29,98 | 2 566 | 27,30 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 10 355 | 33,53 | 312 | 29,58 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 43 721 | 3,22 | 1 326 | 1,07 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 135 278 | 13,08 | 4 180 | 12,88 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13 704 | 0,96 | 416 | -1,19 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 23 510 | 2,87 | 713 | 0,71 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 80 588 | 53,71 | 2 443 | 50,52 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 15 700 | 2,22 | 476 | 0,21 | ||||
| 2026-05-14 | 13F | Cumberland Partners Ltd | 8 875 | 16,47 | 269 | 14,47 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 6 619 | 0,50 | 201 | -1,48 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 95 436 | 6,06 | 2 894 | 3,88 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 91 | 3 | ||||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 82 141 | 102,00 | 2 491 | 97,93 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 114 | 46,15 | 3 | 50,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 9 529 | 37,11 | 289 | 33,95 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 102 501 | 0,31 | 3 108 | -1,77 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 860 | 26 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 101 554 | 2,55 | 3 079 | 0,42 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 75 | 2 | ||||||
| 2026-01-20 | 13F | SS&H Financial Advisors, Inc. | 51 425 | 34,89 | 2 | -99,92 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 50 938 | 11,15 | 1 544 | 8,89 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 68 484 | 4,88 | 2 081 | 2,92 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4 250 829 | 3,61 | 128 884 | 1,46 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 37 251 | 1,40 | 1 129 | -0,70 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 18 989 | 16,72 | 576 | 14,31 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 89 515 | 9,81 | 2 714 | 7,57 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 675 635 | 1,82 | 50 805 | -0,29 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 48 430 | 2,11 | 1 468 | 0,00 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 9 379 | 3,48 | 284 | 1,43 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 49 615 | 1,08 | 1 504 | -0,99 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 17 672 | 55,96 | 536 | 52,86 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1 932 | 0,36 | 59 | -1,69 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 25 893 | 24,32 | 785 | 21,89 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 53 109 | 20,65 | 1 610 | 18,21 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 595 897 | 15,07 | 18 068 | 12,69 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 10 663 | 0,61 | 323 | -1,52 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 77 283 | 2,53 | 2 343 | 117 050,00 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 18 694 | 16,93 | 567 | 14,57 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 43 743 | 1 326 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 12 804 | 5,96 | 388 | 3,74 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 14 900 | 15,50 | 452 | 13,03 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 9 270 | 5,01 | 281 | 2,93 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 132 563 | 32,12 | 4 | 33,33 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 350 | 11 | ||||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 37 452 | 1,49 | 1 136 | -0,61 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 013 | 14,31 | 61 | 12,96 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15 661 | 9,65 | 475 | 7,24 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 111 710 | 0,24 | 3 387 | -1,83 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 7 287 | 8,42 | 221 | 5,77 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 54 467 | 2,01 | 1 651 | -0,12 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 88 647 | 0,08 | 2 688 | -2,01 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 35 268 | 25,50 | 1 069 | 22,87 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 185 133 | 9,50 | 5 613 | 7,24 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 37 277 | 7,67 | 1 130 | 5,51 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 25 209 | 764 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14 745 | 12,26 | 447 | 10,10 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 91 561 | 2,61 | 3 | 0,00 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2 101 | 0,05 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 163 809 | 4,94 | 5 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 81 756 | 5,19 | 2 479 | 2,99 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 78 423 | 0,01 | 2 378 | -2,06 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 62 798 | 1,96 | 1 904 | -0,10 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 679 894 | 5,43 | 20 614 | 3,26 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 31 447 | 21,66 | 953 | 19,13 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 21 841 | 8,49 | 662 | 6,26 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 8 784 | 0,25 | 266 | -1,85 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 8 862 | 0,54 | 269 | -1,47 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 6 055 | 785,23 | 184 | 771,43 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 193 089 | 4,32 | 5 854 | 2,16 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 32 144 | 0,72 | 975 | -1,42 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 67 642 | 9,03 | 2 051 | 6,77 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 14 010 | 0,91 | 425 | -3,42 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 26 719 | 10,77 | 810 | 8,14 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 28 719 | 33,42 | 871 | 30,63 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 7 385 | 231 | ||||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 29 145 | 0,03 | 884 | -2,11 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 500 | 15 | ||||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 27 140 | 8,40 | 823 | 6,06 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 132 081 | 65,44 | 4 | 100,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 286 598 | 9,93 | 8 690 | 7,66 | ||||
| 2026-05-18 | 13F | Cim, Llc | 209 989 | 0,09 | 6 367 | -1,99 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 627 | 19 | ||||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 686 | 0,59 | 21 | -4,76 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 56 417 | 5,69 | 1 711 | 3,51 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 88 440 | 6,71 | 2 682 | 4,52 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 29 792 | 24,09 | 903 | 21,53 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 70 880 | 28,44 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 79 356 | 7,25 | 2 406 | 5,07 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 276 | 39 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4 302 | 126,18 | 130 | 124,14 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4 203 450 | 6,22 | 127 449 | 4,02 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 356 961 | 4,31 | 11 052 | 2,13 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1 950 | 59 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 30 275 | 148,67 | 918 | 143,88 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 25 000 | 758 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 945 954 | 2,73 | 59 001 | 0,61 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 309 493 | 4,63 | 9 384 | 2,47 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 44 161 | 9,07 | 1 339 | 6,78 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 12 307 | 0,06 | 373 | -1,84 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 6 750 | 1,12 | 205 | -0,97 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 121 591 | 6,74 | 3 687 | 4,54 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 27 048 | 820 | ||||||
| 2026-05-22 | 13F/A | Summitry Llc | 8 000 | 243 | ||||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 12 365 | 29,82 | 375 | 27,21 | ||||
| 2026-05-12 | 13F | Creative Planning | 172 498 | 15,54 | 5 230 | 13,15 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 9 538 | 2,37 | 289 | 0,35 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 409 668 | 0,32 | 12 421 | -1,75 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 280 | 337,50 | 8 | 700,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 635 437 | 13,23 | 19 266 | 10,89 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 70 629 | 0,43 | 2 141 | -1,65 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 123 013 | 2,52 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 205 | 6 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 520 559 | 23,59 | 46 103 | 21,03 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 379 | 12 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 58 336 | 20,82 | 1 769 | 19,38 | ||||
| 2026-05-11 | 13F | Commerce Bank | 844 875 | 3,11 | 25 617 | 0,98 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 102 421 | 21,72 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 9 239 | 0,04 | 280 | -1,75 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 32 357 | 6,91 | 981 | 4,70 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 409 | 0,74 | 12 | 0,00 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 345 299 | 4,71 | 10 469 | 2,55 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 14 528 | 4,50 | 440 | 2,33 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 21 013 | 0,57 | 637 | -1,39 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16 695 | 16,70 | 506 | 14,48 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 22 675 | 0,54 | 688 | -1,58 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 30 062 | 5,90 | 911 | 3,76 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 174 498 | 8,11 | 5 291 | 5,86 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 89 953 | 0,58 | 2 727 | -1,48 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 138 372 | 4 197 | ||||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 52 025 | 1 577 | ||||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 189 156 | 9,10 | 5 735 | 6,86 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 243 711 | 48,40 | 7 389 | 45,34 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 37 821 | 0,11 | 1 147 | -1,97 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 35 946 | 11,70 | 1 090 | 9,34 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 16 188 | 32,82 | 488 | 28,84 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 92 586 | 0,11 | 2 846 | -3,62 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 86 750 | 2,56 | 2 630 | 0,46 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 10 283 | 312 | ||||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 13 082 | 0,40 | 397 | -1,74 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 8 462 | 0,50 | 257 | -1,54 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 36 547 | 2,20 | 1 108 | 0,09 | ||||
| 2026-05-07 | 13F | First National Trust Co | 43 774 | 0,16 | 1 327 | -1,92 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 52 520 | 0,37 | 1 592 | -1,67 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 240 717 | 3,79 | 7 299 | 1,64 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 7 509 | 228 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 233 580 | 695,27 | 7 362 | -19,04 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17 809 | 12,56 | 540 | 10,22 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 137 260 | 5,47 | 4 162 | 3,28 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 52 264 | 0,53 | 1 585 | -1,55 | ||||
| 2026-04-13 | 13F | Trust Co | 1 321 | 261,92 | 40 | 263,64 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 2 028 | 61 | ||||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 14 399 | 0,42 | 446 | -1,33 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 43 582 | 0,74 | 1 321 | -1,34 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 14 378 | 0,66 | 436 | -1,58 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 380 | 0,80 | 12 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 38 308 | 9,88 | 1 164 | 7,78 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 10 076 | 0,70 | 306 | -1,29 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 29 114 | 14,41 | 883 | 12,07 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 118 360 | 1,71 | 3 589 | -0,39 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 21 685 | 24,38 | 657 | 21,89 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 190 380 | 0,16 | 5 772 | -1,90 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 7 500 | 0,05 | 0 | |||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 339 843 | 26,47 | 10 304 | 23,86 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 301 206 | 1,39 | 9 133 | -0,70 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 29 261 | 1,71 | 887 | -0,34 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 65 508 | 6,23 | 1 986 | 4,03 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 232 700 | 7 055 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 22 944 | 1,50 | 697 | -0,29 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 25 780 | 224,36 | 782 | 217,48 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 25 081 | 18,12 | 760 | 15,68 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 138 320 | 2,94 | 4 190 | 0,70 | ||||
| 2026-04-24 | 13F | United Community Bank | 438 | 13 | ||||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 16 895 | 1 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 21 283 | 645 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 231 987 | 21,88 | 7 034 | 16,87 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 25 788 | 19,37 | 782 | 16,92 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 208 496 | 2,84 | 6 322 | 0,72 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 49 017 | 57,92 | 1 542 | 60,35 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 106 004 | 6,93 | 3 214 | 4,72 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 57 293 | 1,57 | 1 737 | -0,52 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 13 359 | 0,48 | 405 | -1,46 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 19 908 | 0,64 | 604 | -1,47 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 492 031 | 4,73 | 14 959 | 2,68 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 1 427 | 262,18 | 43 | 258,33 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 48 413 | 54,93 | 1 468 | 51,71 | ||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 12 710 | 1,22 | 385 | -0,77 | ||||
| 2026-05-14 | 13F | Risk Paradigm Group, LLC | 203 102 | 8,40 | 6 158 | 6,17 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 14 017 | 13,06 | 425 | 10,70 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 44 766 | 10,90 | 1 357 | 8,65 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 32 215 | 0,49 | 977 | -1,61 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 24 805 | 0,36 | 768 | -1,79 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8 134 | -7,28 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 110 844 | 28,15 | 3 361 | 25,51 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 1 299 624 | 12,95 | 39 405 | 10,62 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 855 355 | 12,02 | 25 934 | 9,70 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 21 991 | 26,65 | 667 | 21,31 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 15 818 | 1,45 | 497 | 2,90 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 57 786 | 1 752 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 13 | 0 | ||||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 12 | 204 | ||||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 16 033 | 564,17 | 486 | 556,76 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 45 224 | 0,03 | 1 371 | -2,00 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 33 380 | 196,98 | 1 012 | 191,64 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 39 | 1 | ||||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 7 294 | 221 | ||||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 7 825 | 237 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 20 544 | 2,50 | 623 | 0,32 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 21 678 | 0,08 | 657 | -1,94 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 3 600 | 0 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 58 | 2 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 15 540 | 9,75 | 471 | 7,53 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4 010 | 94,75 | 122 | 92,06 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 144 100 | 229,75 | 4 369 | 223,15 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 58 800 | 1,38 | 1 783 | -0,72 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 49 854 | 62,12 | 1 512 | 58,72 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 49 317 | 3,33 | 1 495 | 1,22 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 12 747 | 0,29 | 386 | -1,78 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 28 211 | 0,42 | 855 | -1,61 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 6 783 | 206 | ||||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 79 589 | 1,65 | 2 413 | -0,45 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 17 431 | 529 | ||||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 17 575 | 533 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2 866 | 63,77 | 89 | 62,96 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 6 687 | 0,51 | 203 | -1,46 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 236 520 | 6,24 | 7 171 | 4,05 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 67 291 | 104,61 | 2 040 | 100,39 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 41 790 | 438,67 | 1 319 | 449,58 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 510 | |||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1 688 | 51 | ||||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 15 456 | 24,36 | 469 | 21,88 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 217 935 | 0,70 | 6 608 | -1,39 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 25 279 | 21,00 | 766 | 18,58 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 88 030 | 3,03 | 2 669 | 0,91 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 821 917 | 4,07 | 24 921 | 1,91 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 73 400 | 14,33 | 2 225 | 11,98 | |||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 11 100 | 337 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 44 700 | 120,20 | 1 355 | 115,76 | |||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 514 757 | 30,20 | 15 607 | 27,51 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 103 625 | 91,17 | 3 142 | 87,19 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 22 751 | 690 | ||||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 1 150 | 15,00 | 35 | 13,33 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 13 154 | 399 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 156 | 0,65 | 5 | 0,00 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 24 511 | 743 | ||||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 24 222 | 62,13 | 739 | 56,03 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 42 698 | 25,36 | 1 295 | 22,77 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 9 154 | 2,80 | 278 | 0,73 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 46 287 | 20,44 | 1 403 | 18,00 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 80 928 | 13,68 | 2 454 | 11,30 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 72 006 | 1,23 | 2 196 | -0,27 | ||||
| 2026-05-15 | 13F | Coral Wealth Management, LLC | 18 196 | 552 |
