Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF, to m.in ODonnell Financial Services, LLC, Intentional Wealth Strategies, LLC, Mueller Wealth, LLC, Gill Capital Partners, Llc, Ascent Advisors, LLC, PlanVest Financial, Inc, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, Balance Wealth, LLC, 626 Financial, LLC, Commerce Bank, Family Legacy Financial Solutions, LLC, YHB Investment Advisors, Inc., BEAM Asset Management, LLC, Rainier Family Wealth Inc, Second Line Capital, LLC, Spartan Wealth Advisory Services LLC, Ensign Peak Advisors, Inc, 6th Street Advisors, LLC, Financial & Tax Architects, LLC, i Renasant Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 77 005 | 5,43 | 18 298 | -0,95 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 20 025 | 4 758 | ||||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 7 480 | 5,47 | 1 777 | -0,89 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 104 323 | 3,08 | 26 385 | 5,50 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 6 959 | 102,65 | 1 654 | 90,44 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2 227 | 21,56 | 529 | 14,25 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 290 204 | 11,88 | 81 437 | 20,40 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 23 434 | 6,10 | 5 568 | -0,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 359 351 | 9,62 | 85 389 | 2,99 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 1 000 | 25,00 | 238 | 17,33 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 7 414 | 192,12 | 1 762 | 174,73 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 1 799 | 427 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 38 031 | 0,68 | 9 037 | -5,42 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3 694 937 | 0,84 | 877 991 | -5,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1 239 | 294 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 8 344 | 29,85 | 1 983 | 21,97 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 3 176 | 591,94 | 755 | 550,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 92 843 | 7,93 | 22 073 | 1,45 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 2 178 | 2,64 | 517 | -3,54 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 2 624 | 624 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 711 400 | 129,11 | 169 043 | 115,26 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 127 900 | 6,94 | 30 392 | 0,47 | |||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 337 | 0,14 | 13 625 | -5,92 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 2 964 | 25,75 | 704 | 18,12 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 90 068 | 8,03 | 21 402 | 1,50 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 100 | 20,48 | 24 | 9,52 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 7 | 2 | ||||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 7 069 | 7,04 | 1 680 | 0,54 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 130 252 | 5,24 | 30 953 | -1,12 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 7 187 | 25,93 | 1 708 | 18,30 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 841 158 | 3 472,25 | 199 876 | 3 256,42 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 48 721 | 20,49 | 11 577 | 13,20 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 32 118 | 53,88 | 7 632 | 44,58 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 14 692 | 19,87 | 3 491 | 12,61 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 2 074 | 493 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 131 | -19,25 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 332 | 317 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 916 | 264,94 | 218 | 244,44 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4 233 | 5,40 | 1 006 | -0,99 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 9 225 | 2 192 | ||||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 424 408 | 2,08 | 97 559 | -7,99 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 29 962 | 16,54 | 7 | 16,67 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 789 | 187 | ||||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 3 237 | 116,52 | 769 | 103,44 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 6 033 | 24,16 | 1 434 | 16,69 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 2 644 | 7,96 | 628 | 1,45 | ||||
| 2026-04-14 | 13F | Congress Park Capital LLC | 40 994 | 5,98 | 9 741 | -0,44 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 119 459 | 22,15 | 28 386 | 14,76 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 848 | 6,27 | 202 | 0,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 3 925 | 933 | ||||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 972 | 266 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 4 476 | 163,29 | 1 064 | 144,93 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3 510 | 126,16 | 888 | 131,59 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 1 463 | 2,02 | 411 | 12,02 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 11 570 | 5,83 | 2 749 | -0,58 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 124 413 | 799,46 | 29 563 | 745,14 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 942 | 224 | ||||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 12 321 | 6,43 | 2 928 | -0,03 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 1 262 | 300 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 17 | 4 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 19 592 | 5,67 | 4 655 | -0,73 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 1 215 | 1,25 | 289 | -4,95 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 2 | 0 | ||||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 44 281 | 2,16 | 11 792 | 9,10 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 32 748 | 7 782 | ||||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 938 | 223 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1 489 | 53,66 | 354 | 44,08 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 6 929 | 5,96 | 1 647 | -0,42 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 98 485 | 54,72 | 23 402 | 45,36 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 1 203 | 286 | ||||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 950 | 226 | ||||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 64 | 15 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 15 665 | 13,58 | 3 722 | 6,71 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1 765 | 419 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 415 137 | 22,87 | 790 987 | 12,51 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 386 700 | 1 446,80 | 91 888 | 1 353,22 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2 681 | 224,58 | 637 | 206,25 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 003 302 | 7,40 | 238 569 | 0,97 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1 622 | 385 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 564 | 143 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9 441 | 19,78 | 2 243 | 12,54 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 135 246 | 3,31 | 32 137 | -2,94 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 53 295 | 3,44 | 12 664 | -2,82 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 61 566 | 9,14 | 14 629 | 2,54 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 1 727 | 0,29 | 410 | -5,75 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 159 278 | 4,54 | 37 848 | -1,79 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 10 773 | 11,03 | 2 560 | 4,28 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 743 076 | 35,46 | 414 189 | 27,26 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 24 383 | 90,45 | 5 794 | 78,94 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 30 478 | 3 498,35 | 7 242 | 3 284,11 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 3 220 | 0,16 | 765 | -5,90 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 886 351 | 6,03 | 210 615 | -0,38 | ||||
| 2026-04-20 | 13F | Lord & Richards Wealth Management, LLC | 4 756 | 4,90 | 1 130 | -1,40 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 13 204 | 8,55 | 3 138 | 1,98 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 29 119 | 15,00 | 6 919 | 8,04 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3 650 | 151,38 | 958 | 161,04 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 17 461 | 71,04 | 4 150 | 60,75 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 20 644 | 16,20 | 4 666 | 3,83 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 13 751 | 9,33 | 3 268 | 2,70 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 97 388 | 6,21 | 23 141 | -0,21 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 5 492 | 1,31 | 1 305 | -4,81 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 2 060 | 6,24 | 489 | -0,20 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 861 | 3,49 | 205 | -2,86 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 108 554 | 915,00 | 25 795 | 853,57 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 58 143 | 30,19 | 13 816 | 22,31 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 1 840 | 3 018,64 | 437 | 3 021,43 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 135 829 | 105,59 | 32 276 | 93,15 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 23 237 | 13,80 | 5 521 | 6,91 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 10 327 | 83,17 | 2 594 | 82,04 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1 234 | 0,08 | 293 | -5,79 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 1 026 | 244 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 15 325 | 7,75 | 3 642 | 1,22 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 1 508 | 24,22 | 358 | 16,99 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 15 287 | 99,28 | 4 118 | 112,27 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 3 579 | 16,66 | 850 | 9,68 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 4 545 | 444,96 | 1 080 | 413,81 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1 184 | 9,12 | 281 | 2,55 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 16 794 | 57,85 | 4 248 | 61,54 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 215 245 | 615,96 | 51 146 | 572,71 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 77 268 | 0,21 | 18 360 | -5,86 | ||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 1 140 | 43,76 | 271 | 35,00 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 41 | 13,89 | 10 | 0,00 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 1 518 | 54,90 | 361 | 45,75 | ||||
| 2026-05-07 | 13F | Leith Wheeler Investment Counsel Ltd. | 106 290 | 0,14 | 25 257 | -5,92 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 126 | 16,67 | 0 | |||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 1 246 | 1,88 | 296 | -4,53 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 680 | 7,26 | 162 | 0,63 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 964 | 229 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 42 717 | 10 | ||||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 52 737 | 12 510 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 7 705 | 11,88 | 1 831 | 5,11 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 958 | 3,23 | 228 | -2,99 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 10 690 | 34,35 | 2 540 | 26,24 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 8 291 | 4,54 | 1 970 | -1,75 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 43 500 | 15,51 | 10 292 | 8,01 | ||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 4 776 | 13,53 | 1 135 | 6,58 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2 611 | 11,39 | 620 | 4,73 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1 413 | 16,78 | 336 | 9,48 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 40 | 100,00 | 10 | 100,00 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 38 127 | 6,65 | 10 008 | 10,68 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1 684 | 62,55 | 426 | 62,21 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 669 | 17,57 | 169 | 20,71 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 23 709 | 38,92 | 5 634 | 33,45 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 11 323 | 47,96 | 2 691 | 39,02 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 1 569 | 1 662,92 | 373 | 1 595,45 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 14 138 | 1,77 | 3 360 | -4,38 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 9 457 | 90,01 | 2 247 | 78,62 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 46 | 11 | ||||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 3 774 | 2,89 | 897 | -3,34 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 13 571 | 2,59 | 3 225 | -3,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38 655 | 34,84 | 9 185 | 26,69 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 8 | 700,00 | 2 | |||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 91 849 | 3,22 | 22 | -4,55 | ||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 21 911 | 10,13 | 5 207 | 3,46 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 1 682 | 17,38 | 400 | 10,22 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 2 071 | 7,75 | 492 | 1,23 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 16 815 | 4,92 | 3 996 | -1,43 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 49 953 | 10,37 | 11 870 | 3,69 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 18 | 4 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 871 | 2,23 | 207 | -3,72 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 291 465 | 2,00 | 69 258 | -4,17 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 4 245 | 1,97 | 1 009 | -4,18 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2 933 | 82,74 | 697 | 71,85 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 117 571 | 4,56 | 27 937 | -1,76 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 6 159 | 25,44 | 1 464 | 17,87 | ||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 9 499 | 6,91 | 2 257 | 0,45 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 19 300 | 221,67 | 4 586 | 202,31 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 3 929 | 79,57 | 934 | 68,72 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 64 680 | 14,92 | 15 369 | 7,97 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 317 576 | 10,16 | 75 462 | 3,49 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 1 428 | 9,93 | 339 | 3,35 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 41 100 | 95,39 | 12 090 | 139,88 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 22 659 | 1,45 | 5 384 | -4,69 | ||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 853 | 203 | ||||||
| 2026-05-05 | 13F | Seros Financial, LLC | 4 408 | 26,12 | 1 047 | 18,57 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 3 516 | 10,18 | 835 | 3,47 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 808 | 237 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 944 | 224 | ||||||
| 2026-05-08 | 13F | Capital Developers, LLC | 37 849 | 0,33 | 8 994 | -5,73 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 121 547 | 10,68 | 28 882 | 3,98 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 66 659 | 4,75 | 15 839 | -1,58 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10 980 | 11,35 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 10 616 | 100,00 | 2 523 | 87,93 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 1 941 | 32,58 | 461 | 24,59 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 2 587 | 4,74 | 615 | -1,60 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 1 685 | 55,44 | 400 | 45,99 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 2 053 | 488 | ||||||
| 2026-05-14 | 13F | Aldebaran Financial Inc. | 4 004 | 5,26 | 951 | -1,96 | ||||
| 2026-04-15 | 13F | Family Legacy Financial Solutions, LLC | 11 916 | 2 867 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 1 614 | 10,93 | 384 | 4,36 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 32 | 39,13 | 8 | 40,00 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 2 320 | 12,62 | 551 | 5,76 | ||||
| 2026-04-17 | 13F | Agp Franklin, Llc | 3 090 | 6,77 | 734 | 0,27 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 1 644 | 3,59 | 391 | -2,49 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 300 039 | 0,45 | 71 295 | -5,62 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 39 768 | 22,57 | 9 450 | 15,15 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 194 905 | 0,90 | 46 313 | -5,20 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4 | 1 | ||||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 377 396 | 924,95 | 89 677 | 863,02 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 1 100 | 0,18 | 261 | -5,78 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 2 667 | 15,81 | 634 | 8,76 | ||||
| 2026-04-29 | 13F | Renasant Bank | 5 046 | 1 199 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 9 246 | 4,02 | 2 197 | -2,27 | ||||
| 2026-05-15 | 13F | Nissay Asset Management Corp /japan/ /adv | 821 445 | 42,03 | 195 192 | 33,44 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 1 219 | 31,78 | 290 | 23,50 | ||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 7 020 | 1 668 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 8 417 | 17,70 | 2 | 100,00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8 124 | 6,59 | 1 931 | 0,16 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 13 705 | 5,54 | 3 257 | -0,85 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 4 281 | 8,08 | 1 017 | 1,60 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1 914 | 25,76 | 455 | 17,92 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 45 648 | 13,47 | 10 847 | 6,61 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 37 | 9 | ||||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 19 711 | 6,16 | 4 684 | -0,26 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3 768 | 216,64 | 895 | 197,34 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 3 225 | 6,37 | 766 | 0,00 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 10 352 | 5,99 | 2 460 | -0,45 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 49 477 | 1,46 | 11 757 | -4,68 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 8 151 | 3,98 | 1 937 | -2,32 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 220 | 40,13 | 52 | 33,33 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 19 987 | 168,32 | 4 749 | 152,20 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 844 | 201 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 4 463 | 210,15 | 1 129 | 217,75 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 29 946 | 2,77 | 7 116 | -3,45 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5 459 | 1,98 | 1 297 | -4,14 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 18 587 | 33,97 | 4 417 | 25,85 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 10 232 | 10,88 | 2 431 | 4,20 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 3 231 | 1,83 | 768 | -4,36 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5 869 | 58,15 | 1 395 | 48,61 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 497 553 | 8,80 | 118 229 | 2,22 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 223 502 | 67,76 | 51 377 | 52,47 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 2 264 | 27,77 | 538 | 19,87 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 2 770 | 87,67 | 658 | 76,41 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 28 393 | 6 747 | ||||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 1 108 | 1,93 | 263 | -4,01 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 858 | 0,35 | 204 | -6,02 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 13 211 | 11,23 | 3 139 | 4,53 | ||||
| 2026-05-08 | 13F | Goldenstone Wealth Management LLC | 1 433 | 0,07 | 341 | -6,08 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 73 736 | 2 322,34 | 17 521 | 2 178,41 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 176 266 | 1,97 | 41 884 | -4,20 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 3 140 | 9,45 | 746 | 2,90 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 21 471 | 56,35 | 5 102 | 46,90 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 2 604 | 619 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 1 219 | 290 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 149 900 | 3,09 | 35 619 | -3,15 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 38 857 | 1,03 | 9 233 | -5,08 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 4 063 | 4,66 | 966 | -1,63 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 1 061 | 1,73 | 252 | -4,18 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 883 | 0,46 | 210 | -5,86 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 1 102 | 3,77 | 262 | -2,61 | ||||
| 2026-05-04 | 13F | Garrison Bradford & Associates Inc | 1 601 | 380 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 189 189 | 8,59 | 757 815 | 2,02 | ||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 32 412 | 2,82 | 7 702 | -3,41 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 46 273 | 6,37 | 10 995 | -0,06 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 83 751 | 20,18 | 22 220 | 23,67 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 23 762 | 7,19 | 5 646 | 0,71 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 77 | 19 | ||||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 11 233 | 38,68 | 2 669 | 30,32 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 157 863 | 7,60 | 37 511 | 1,09 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 220 323 | 77,29 | 52 353 | 66,56 | ||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 9 470 | 3,51 | 2 250 | -2,72 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 58 | 9,43 | 14 | 0,00 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 7 956 | 3,76 | 1 890 | -2,53 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 16 089 | 22,07 | 3 823 | 14,70 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 120 329 | 18,88 | 30 434 | 21,67 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 3 848 | 5,57 | 914 | -0,76 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 3 003 | 0,87 | 714 | -5,19 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 312 615 | 9,94 | 74 283 | 3,29 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 43 305 | 12,90 | 11 568 | 18,88 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 0 | 0 | ||||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 28 241 | 0,34 | 6 711 | -5,73 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 3 055 | 56,27 | 726 | 50,10 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 44 568 | 3,17 | 10 590 | -3,07 | ||||
| 2026-04-30 | 13F | Pearl Planning LLC | 21 086 | 4,45 | 5 010 | -1,86 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 2 341 | 2,14 | 556 | -3,97 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 21 210 | 7,71 | 5 040 | 1,21 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1 825 | 434 | ||||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 27 054 | 1,82 | 6 428 | -4,35 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 41 652 | 14,80 | 9 897 | 7,86 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 20 777 | 0,14 | 4 937 | -5,93 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 3 669 | 0,11 | 883 | -4,75 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 22 609 | 157,71 | 5 642 | 154,33 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 57 397 | 0,09 | 13 639 | -5,96 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 501 | 119 | ||||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 9 290 | 1,59 | 2 207 | -4,54 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 4 481 | 1 065 | ||||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 3 440 | 10,86 | 817 | 4,21 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 28 698 | 12,86 | 6 819 | 6,05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 48 100 | 64,16 | 11 430 | 54,24 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 356 700 | 95,24 | 84 759 | 83,43 | |||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 8 396 | 1,72 | 2 029 | -2,78 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 3 924 | 932 | ||||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 33 467 | 2,33 | 7 953 | -3,86 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 165 987 | 7,55 | 39 442 | 1,04 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 5 818 | 25,15 | 1 382 | 17,62 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 3 559 | 44,38 | 846 | 35,63 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 851 | 202 | ||||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 4 341 | 5,31 | 1 032 | -1,06 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 22 909 | 0,88 | 5 444 | -5,22 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 1 937 | 460 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 15 718 | 240,00 | 3 735 | 219,42 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 42 485 | 13,37 | 10 | 11,11 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 45 661 | 1,02 | 10 850 | -5,09 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 100 | 24 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 2 495 | 7,68 | 593 | 1,02 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3 103 | 2,14 | 737 | -4,04 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 911 | 225 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 7 734 | 131,56 | 1 838 | 183 600,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 37 615 | 6,23 | 8 938 | -0,19 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 3 015 | 7,07 | 716 | 0,56 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2 863 | 46,30 | 680 | 37,37 | ||||
| 2026-05-15 | 13F | Atalanta Sosnoff Capital, Llc | 2 857 | 679 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 12 076 | 765,04 | 3 289 | 816,16 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 117 991 | 295,28 | 28 037 | 271,40 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 12 498 | 1,77 | 2 970 | -4,41 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 55 | 17,02 | 13 | 18,18 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 37 266 | 3 036,87 | 8 855 | 2 851,67 | ||||
| 2026-04-10 | 13F | Novem Group | 5 616 | 3,50 | 1 335 | -2,77 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 10 697 | 1,88 | 2 542 | -4,29 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 9 335 | 2 566 | ||||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 1 361 | 0,15 | 323 | -5,83 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 32 347 | 20,25 | 7 686 | 12,98 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 6 388 | 0,08 | 1 518 | -6,01 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 90 001 | 4,40 | 21 386 | -1,91 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 13 401 | 0,22 | 3 184 | -5,85 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 954 798 | 1 615,90 | 16 166 | 17,56 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 4 764 517 | 0,35 | 1 132 145 | -5,72 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 4 840 | 112,28 | 1 150 | 99,48 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 96 357 | 2,90 | 22 896 | -3,32 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 37 588 | 764,49 | 8 932 | 712,65 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 1 196 | 284 | ||||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 1 281 | 304 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 1 238 | 49,88 | 294 | 41,35 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 2 601 | 2,56 | 618 | -3,59 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 443 314 | 14,25 | 105 | 7,14 | ||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 7 365 | 1 750 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 354 132 | 4,79 | 84 149 | 98 897,65 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1 150 | 1,14 | 273 | -4,88 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 613 454 | 4,34 | 154 118 | 3,64 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 279 062 | 5,68 | 66 311 | -0,71 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 20 089 | 1 092,23 | 4 774 | 1 020,42 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 24 018 | 83,27 | 5 707 | 72,21 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1 286 | 1 570,13 | 52 | 173,68 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 171 | 137,04 | 278 | 122,40 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 5 501 | 1 307 | ||||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 3 820 | 28,49 | 908 | 20,77 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 20 040 | 110,66 | 4 762 | 98,00 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 92 | 22 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 61 932 | 10,32 | 14 716 | 3,64 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 8 107 | 7,53 | 1 927 | 1,05 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 14 590 | 26,09 | 3 467 | 18,46 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 147 234 | 1,03 | 34 986 | -5,08 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 2 576 146 | 25,30 | 612 143 | 17,72 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 4 262 | 14,11 | 1 013 | 7,20 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 12 788 | 10,90 | 3 039 | 4,18 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 891 | 212 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 16 024 | 17,17 | 3 808 | 10,09 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 16 | 4 | ||||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 117 543 | 2,16 | 27 931 | -4,02 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 415 | 99 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 3 | 1 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 319 | 0,31 | 76 | -6,25 | ||||
| 2026-04-21 | 13F | Kieckhefer Group Llc | 8 863 | 16,36 | 2 106 | 9,35 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 8 712 | 2,41 | 2 070 | -3,77 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 18 363 | 52,43 | 4 363 | 43,24 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 118 | 555,56 | 28 | 575,00 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 27 | 6 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3 222 | 36,76 | 766 | 28,57 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 4 666 | 0,04 | 1 | 0,00 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 11 114 | 2 641 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 987 | 15,57 | 235 | 8,33 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2 168 | 381,78 | 515 | 355,75 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 72 728 | 0,21 | 17 282 | -5,85 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 535 | 98,88 | 127 | 86,76 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 8 540 | 0,73 | 2 029 | -5,36 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10 444 | 5 425,93 | 2 482 | 5 178,72 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 9 624 | 5,57 | 2 287 | -0,82 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 845 | 201 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1 196 | 37,16 | 284 | 29,09 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 16 579 | 3 940 | ||||||
| 2026-04-16 | 13F | Strong Tower Advisory Services | 7 047 | 1,06 | 1 675 | -5,05 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 3 491 | 0,63 | 830 | -5,47 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 3 797 | 14,82 | 902 | 7,89 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1 486 | 10,98 | 353 | 4,44 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 3 490 | 1,81 | 829 | -4,38 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 1 422 | 5 166,67 | 338 | 5 516,67 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 48 243 | 2,32 | 11 463 | -3,87 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 20 973 | 0,68 | 4 984 | -5,41 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 2 969 | 1,19 | 705 | -4,99 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 60 | 14 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 142 992 | 11,21 | 33 978 | 4,49 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 2 612 | 14,26 | 621 | 7,27 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 480 372 | 25,08 | 114 151 | 17,52 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 6 606 | 2,56 | 1 570 | -3,68 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5 090 | 21,48 | 1 209 | 14,16 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 1 146 | 328 | ||||||
| 2026-04-28 | 13F | Cabana Llc | 8 322 | 3,62 | 1 978 | -2,66 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 263 | 4,90 | 300 | -1,32 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 38 660 | 23,49 | 10 730 | 33,68 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 1 875 | 2,18 | 446 | -4,09 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1 290 | 0,08 | 307 | -6,13 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 1 780 | 13,30 | 423 | 6,55 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 100 | 24 | ||||||
| 2026-05-15 | 13F | Norinchukin Bank, The | 823 000 | 112,66 | 195 561 | 99,80 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 80 695 | 0,55 | 19 175 | -5,53 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 36 | 9 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 38 647 | 114,69 | 9 183 | 101,74 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 1 240 | 10,03 | 295 | 3,52 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 189 | 45 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2 717 | 11,12 | 646 | 4,37 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 23 370 | 54,98 | 5 553 | 45,63 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 1 636 | 0,18 | 389 | -6,05 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 64 600 | 6,15 | 16 956 | 11,28 | ||||
| 2026-04-09 | 13F | Prota Financial, LLC | 42 873 | 8,52 | 10 187 | 1,95 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 179 046 | 43,98 | 42 545 | 35,27 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2 951 | 93,89 | 1 | |||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 353 | 84 | ||||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 6 028 | 10,67 | 1 432 | 3,99 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 6 850 | 7,54 | 1 628 | 0,99 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 5 575 | 8,17 | 1 325 | 1,61 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 110 811 | 8,86 | 26 331 | 2,28 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3 865 | 918 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 261 249 | 4,82 | 62 078 | -1,52 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 6 365 | 26,04 | 1 512 | 18,40 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1 190 | 37,25 | 283 | 28,77 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 119 217 | 497,61 | 28 328 | 461,51 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 075 | 41,08 | 258 | 34,38 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 152 725 | 113,83 | 36 291 | 100,90 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 8 256 | 1,98 | 2 | -50,00 | ||||
| 2026-05-07 | 13F | Ckw Financial Group | 116 | 4,50 | 0 | |||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 3 257 | 44,88 | 774 | 36,09 | ||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 102 308 | 109,16 | 24 310 | 96,51 | ||||
| 2026-04-17 | 13F | Hamilton Capital Partners, Llc | 11 174 | 146,56 | 2 655 | 131,68 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 5 494 | 256,29 | 1 306 | 234,62 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 2 441 | 614 | ||||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 60 605 | 27,76 | 14 401 | 20,04 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2 575 | 1,62 | 612 | -4,53 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 3 259 | 4,49 | 774 | -1,78 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 1 021 | 243 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 1 801 | 91,60 | 428 | 80,17 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 4 367 | 22,36 | 1 038 | 14,97 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 1 146 | 19,00 | 328 | 34,98 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 13 258 | 78,44 | 3 150 | 67,64 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 9 075 | 2 146,29 | 2 156 | 2 013,73 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 566 | 21,46 | 134 | 14,53 | ||||
| 2026-05-12 | 13F | Blue Line Capital, LLC / IL | 4 052 | 1,30 | 963 | -4,85 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 222 614 | 5,61 | 52 898 | -0,78 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 122 659 | 5,20 | 29 146 | -1,16 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 25 141 | 0,62 | 5 974 | -5,46 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 1 821 | 0,05 | 433 | -6,09 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 746 482 | 51,67 | 177 379 | 42,49 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 164 | 7,19 | 39 | 0,00 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 3 827 | 5,25 | 909 | -1,09 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2 644 | 3,69 | 628 | -2,79 | ||||
| 2026-05-11 | 13F | Commerce Bank | 14 180 | 3 369 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 133 367 | 0,12 | 31 691 | -7,08 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 55 087 | 16,75 | 14 | 18,18 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 138 415 | 61,45 | 33 298 | 53,56 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 5 | 1 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1 624 | 386 | ||||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 1 371 | 1,48 | 326 | -6,07 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1 666 | 396 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 43 452 | 6,51 | 10 325 | 0,08 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 23 275 | 3,91 | 5 527 | -2,44 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 2 115 | 0,14 | 503 | -5,99 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 5 778 | 33,72 | 1 373 | 25,73 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 2 103 | 500 | ||||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 22 291 | 7,21 | 5 297 | 0,72 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 7 007 | 0,10 | 1 665 | -5,93 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 287 831 | 6,74 | 68 394 | 0,29 | ||||
| 2026-04-24 | 13F | Whelan Financial | 213 128 | 1,10 | 50 644 | -5,01 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 227 469 | 0,88 | 54 051 | -5,22 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1 494 | 0,07 | 355 | -5,84 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 14 092 | 102,56 | 3 455 | 96,36 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 19 020 | 0,79 | 4 520 | -5,30 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 1 703 | 405 | ||||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 8 658 | 15,21 | 2 057 | 8,26 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 112 808 | 5,98 | 26 805 | -0,43 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2 865 | 9,39 | 681 | 2,72 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 91 | 51,67 | 22 | 40,00 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 1 458 | 347 | ||||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 5 333 | 0,08 | 1 267 | -5,94 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 187 473 | 3,43 | 44 547 | -2,83 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 3 401 | 22,16 | 808 | 14,77 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 15 060 | 3 579 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 2 430 | 0,50 | 577 | -7,09 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 60 | 14 | ||||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 2 976 | 1,33 | 707 | -4,72 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 4 604 | 0,07 | 1 094 | -5,93 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 12 819 | 47,74 | 3 046 | 38,79 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 19 674 | 5 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 36 010 | 194,87 | 8 557 | 177,07 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 167 | 40 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 704 | 405 | ||||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 44 382 | 15,51 | 10 546 | 8,52 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 73 291 | 8,91 | 17 415 | 2,32 | ||||
| 2026-05-01 | 13F | Mueller Wealth, LLC | 28 685 | 6 816 | ||||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 7 365 | 158,78 | 1 750 | 138,74 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 1 106 | 0,64 | 263 | -5,76 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 4 409 | 41,81 | 1 048 | 33,21 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 1 | 0 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 2 107 | 10,49 | 501 | 3,73 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 8 357 | 127,53 | 1 986 | 113,90 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 2 958 | 703 | ||||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 117 919 | 3,89 | 28 020 | -2,40 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 58 | 107,14 | 15 | 133,33 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 2 732 | 9,41 | 649 | 3,67 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 1 032 | 0,68 | 245 | -5,41 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 1 312 | 27,75 | 312 | 20,08 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 24 491 | 18,39 | 5 820 | 9,11 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 130 761 | 18,87 | 31 | 14,81 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2 217 040 | 5,73 | 526 813 | -0,67 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 76 743 | 63,82 | 18 236 | 53,91 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 11 136 | 26,89 | 2 646 | 19,24 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 25 187 | 0,27 | 5 985 | -5,78 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 5 762 | 2,76 | 1 369 | -3,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 77 088 | 12,92 | 18 318 | 6,09 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4 001 | 4,46 | 951 | -1,86 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 1 921 | 456 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 1 228 | 292 | ||||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 415 | 0,73 | 99 | -5,77 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 14 636 | 11,44 | 3 478 | 4,67 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 2 723 | 52,72 | 647 | 43,78 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 266 867 | 1,03 | 63 413 | -5,08 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 5 281 | 1,75 | 1 255 | -4,42 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | Call | 4 300 | 1 022 | |||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | Put | 100 | 24 | |||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 29 823 | 10,65 | 7 087 | 3,95 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 5 133 | 7,21 | 1 220 | 0,74 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2 080 865 | 7,22 | 494 455 | 0,14 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 5 248 | 0,02 | 1 544 | 15,93 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 4 486 | 6,08 | 1 066 | -0,28 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 27 215 | 6,72 | 6 467 | 0,28 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 16 961 | 12,72 | 4 030 | 5,91 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4 476 | 54,13 | 1 064 | 44,82 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 5 100 | 10,87 | 1 212 | 4,13 | |||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 5 186 | 0,27 | 1 232 | -5,81 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 1 584 | 0,13 | 376 | -6,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 98 804 | 17,09 | 23 478 | 10,01 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 17 969 | 17,32 | 4 270 | 10,22 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11 841 | 3,90 | 2 814 | -2,39 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 44 397 | 0,65 | 10 537 | -5,55 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 12 | 3 | ||||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 11 206 | 3,86 | 2 663 | -2,42 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 26 769 | 2,06 | 6 361 | -4,12 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 1 187 | 49,12 | 282 | 40,30 | ||||
| 2026-05-07 | 13F | First National Trust Co | 1 400 | 1,45 | 333 | -4,87 | ||||
| 2026-05-14 | 13F | Comprehensive Wealth Management, LLC | 10 101 | 6,02 | 2 400 | -0,37 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 19 291 | 54,97 | 4 584 | 45,58 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 1 355 | 0,15 | 322 | -6,14 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 1 126 | 268 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 19 737 | 3,85 | 4 690 | -0,15 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 40 | 14,29 | 10 | 12,50 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2 712 | 14,29 | 623 | 3,83 | ||||
| 2026-01-29 | 13F | Comerica Bank | 10 075 | 0,01 | 2 548 | 2,33 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 1 550 | 1 419,61 | 368 | 1 372,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 800 | 190 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 4 792 | 37,03 | 1 139 | 28,73 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 10 826 | 2 572 | ||||||
| 2026-05-05 | 13F | UBS Group AG | Call | 3 510 | 834 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 139 | 33,65 | 33 | 26,92 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 8 152 | 7,53 | 1 937 | 1,04 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 134 325 | 0,32 | 31 918 | -5,75 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 884 | 210 | ||||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 20 851 | 18,25 | 4 955 | 11,10 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 30 | 7 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 8 247 | 8,67 | 1 960 | 2,08 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 21 134 | 16,51 | 5 022 | 9,46 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 2 239 | 15,17 | 569 | 15,89 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 1 963 | 131,21 | 466 | 117,76 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 2 811 | 668 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 631 | 13,49 | 153 | 7,04 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6 076 | 0,21 | 1 444 | -5,87 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 592 | 23,25 | 623 | 16,01 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1 236 | 0,16 | 294 | -6,09 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 49 317 | 36,08 | 11 719 | 27,84 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5 796 | 49,30 | 1 377 | 40,37 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 6 568 | 0,74 | 1 561 | -5,34 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 74 200 | 8,17 | 17 631 | 1,63 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 30 617 | 16,24 | 7 275 | 9,22 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 4 730 | 5,82 | 1 124 | -0,62 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 3 434 | 6,38 | 816 | -0,61 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 26 221 | 5,88 | 6 231 | -0,53 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 27 202 | 1,17 | 6 464 | -4,96 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 2 039 | 4,67 | 485 | -1,63 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 1 610 | 20,69 | 383 | 16,11 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 992 | 4,37 | 949 | -1,96 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 28 865 | 15,91 | 6 859 | 8,89 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 217 138 | 2,26 | 51 596 | -3,92 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 29 170 | 19,53 | 6 931 | 12,32 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 438 348 | 14,12 | 104 160 | 7,22 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 9 576 | 4,36 | 2 276 | -1,94 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 141 616 | 1,97 | 33 651 | -4,19 | ||||
| 2026-05-14 | 13F | Betterment LLC | 201 037 | 15,49 | 48 | 6,82 | ||||
| 2026-05-05 | 13F | PFG Advisors | 14 992 | 22,81 | 3 562 | 15,39 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1 375 | 327 | ||||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 10 393 | 25,72 | 2 470 | 18,13 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 3 491 | 830 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 823 | 58,66 | 433 | 49,31 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 6 618 | 0,17 | 1 573 | -5,92 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 8 085 | 95,01 | 1 921 | 83,30 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 34 046 | 24,69 | 8 611 | 27,61 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 3 891 | 0,10 | 925 | -6,00 | ||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 20 226 | 4 103 | ||||||
| 2026-05-14 | 13F | Purewater Capital LLC | 1 100 | 261 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 2 338 | 11,71 | 562 | 6,24 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 13 101 | 1 501,59 | 3 113 | 1 403,86 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1 226 | 60,68 | 291 | 51,56 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 2 464 | 585 | ||||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 2 270 | 13,61 | 539 | 6,73 | ||||
| 2026-05-06 | 13F | CNB Bank | 111 | 26 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 13 635 | 85,97 | 3 240 | 74,70 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 4 364 | 3,93 | 1 037 | -2,45 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1 319 | 10,19 | 313 | 3,64 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 110 105 | 15,63 | 26 488 | 9,98 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 60 126 | 35,56 | 14 287 | 27,36 | ||||
| 2026-04-28 | 13F | McGinn Investment Management, Inc. | 423 | 7,09 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 748 266 | 10,92 | 655 870 | 4,64 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9 731 | 251,30 | 2 312 | 230,29 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 3 603 | 15,93 | 856 | 8,91 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 259 607 | 22,45 | 61 688 | 15,04 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 4 663 | 10,50 | 1 120 | 4,87 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 3 778 | 9,70 | 1 | |||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 4 871 | 17,86 | 1 157 | 10,72 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 142 718 | 1,90 | 33 913 | -4,26 | ||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 886 | 4,36 | 211 | -1,87 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 443 | 0,23 | 105 | -3,67 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 1 016 | 0,20 | 241 | -5,86 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 110 640 | 14,37 | 26 290 | 7,65 | ||||
| 2026-05-14 | 13F | Main Management Fund Advisors LLC | 1 059 100 | 146,76 | 117 | 8,33 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 12 277 | 1,01 | 2 917 | -5,11 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | Call | 300 | 71 | |||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 16 573 | 19,75 | 3 938 | 12,51 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 15 754 | 11,34 | 3 744 | 4,61 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 23 590 | 87,40 | 5 605 | 76,09 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 13 350 | 122,50 | 3 172 | 109,10 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 93 782 | 28,61 | 22 285 | 20,83 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 3 731 | 87,39 | 887 | 76,14 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 19 423 | 47,45 | 4 615 | 38,55 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 11 969 | 6,35 | 2 844 | 0,11 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 19 044 | 7,15 | 4 525 | 0,67 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 89 914 | 10,45 | 26 178 | 27,14 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 91 046 | 439,28 | 21 634 | 406,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7 387 215 | 0,10 | 1 755 350 | -5,96 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2 942 | 6,17 | 699 | -0,14 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 263 368 | 4,35 | 62 582 | -1,96 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2 | 0 | ||||||
| 2026-05-15 | 13F | Giverny Capital Inc. | 4 222 | 1 003 | ||||||
| 2026-05-06 | 13F | Barings Llc | 39 184 | 19,94 | 9 311 | 12,68 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1 081 | 280 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 18 913 | 7,79 | 4 494 | 1,28 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 25 092 | 18,36 | 5 962 | 11,21 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 1 730 | 0,12 | 411 | -5,95 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 15 604 | 178,25 | 3 708 | 161,42 | ||||
| 2026-04-20 | 13F | City State Bank | 5 158 | 7,84 | 1 226 | 1,32 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 12 098 | 7,05 | 2 875 | 0,56 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 2 433 | 22,02 | 578 | 14,68 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 79 927 | 19,52 | 19 021 | 12,29 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 3 769 | 11,44 | 896 | 4,68 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13 970 | 21,57 | 3 320 | 14,21 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 028 | 30,33 | 482 | 22,39 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 106 626 | 1,68 | 25 337 | -4,47 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 111 412 | 3,05 | 26 474 | -3,19 | ||||
| 2026-04-24 | 13F | United Community Bank | 78 | 19 | ||||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 2 474 | 66,82 | 588 | 56,53 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 48 903 | 5,31 | 11 620 | -1,06 | ||||
| 2026-05-20 | 13F | SHUTTLEWORTH & Co | 14 718 | 4,08 | 3 497 | -2,21 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1 492 | 355 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 5 642 | 7,08 | 1 341 | 0,60 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 10 294 | 30,12 | 2 446 | 22,30 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 22 | 5 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 127 215 | 1,55 | 30 | -3,23 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 18 045 | 7,37 | 4 288 | 0,87 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 118 | 28 | ||||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 200 | 48 | |||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 11 017 | 2 618 | ||||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 7 909 | 37,17 | 1 879 | 28,88 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 51 246 | 4,68 | 12 177 | -1,65 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 4 952 | 129,26 | 1 177 | 115,38 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 1 119 | 0,63 | 266 | -5,69 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 10 464 | 7,30 | 2 486 | 0,81 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2 068 | 57,62 | 491 | 48,34 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 216 | 51 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 715 | 703,37 | 170 | 668,18 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 1 200 | 28,34 | 328 | 38,98 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 9 410 | 0,50 | 2 | -99,91 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 1 871 | 0,16 | 444 | -5,93 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 112 440 | 4,21 | 26 718 | -2,10 | ||||
| 2026-05-08 | 13F | Bokf, Na | 95 854 | 38,86 | 22 777 | 30,46 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 3 261 | 5,19 | 775 | -1,28 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 168 823 | 14,47 | 40 116 | 7,55 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 141 851 | 1,82 | 33 707 | -4,34 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 356 | 78,00 | 85 | 68,00 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 4 635 | 94,75 | 1 116 | 84,46 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 1 336 | 317 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 2 520 | 165,54 | 599 | 149,17 | ||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 77 480 | 1,52 | 18 411 | -4,63 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 7 073 | 138,95 | 1 681 | 124,60 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 1 017 | 242 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 54 154 | 9,64 | 12 868 | 3,01 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 197 | 19 600,00 | 47 | |||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 134 065 | 83,03 | 32 | 72,22 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 344 553 | 0,68 | 81 873 | -5,41 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 107 469 | 2,02 | 25 537 | -4,15 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 5 421 | 1 288 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 24 857 | 6,70 | 5 906 | 0,24 | ||||
| 2026-04-28 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 2 691 000 | 2,16 | 639 435 | -4,02 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 201 639 | 2,31 | 47 913 | -3,88 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 118 730 | 1,74 | 28 213 | -4,41 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 8 014 | 3,94 | 1 904 | -2,36 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 3 655 | 176,06 | 868 | 159,88 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 42 186 | 0,04 | 10 024 | -6,01 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 85 718 | 5,00 | 21 680 | 7,47 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8 534 | 2 028 | ||||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 55 663 | 15,74 | 13 227 | 8,73 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 409 200 | 34,03 | 97 234 | 25,92 | |||
| 2026-04-29 | 13F | Warner Group LLC | 20 529 | 11,93 | 4 878 | 5,17 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 12 867 | 19,49 | 3 060 | 12,26 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 2 821 | 22,28 | 670 | 14,92 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 29 445 | 19,51 | 6 997 | 12,28 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 4 454 | 13,48 | 1 058 | 6,65 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 1 845 | 7,83 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 17 070 | 16,64 | 4 056 | 9,59 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 33 483 | 10,08 | 7 956 | 3,43 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 26 567 | 6 313 | ||||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 10 229 | 1,07 | 2 431 | -5,04 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 24 336 | 5,45 | 5 783 | -0,94 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 6 207 | 8,04 | 1 486 | 2,41 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 21 964 | 5 219 | ||||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1 071 | 255 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 12 851 | 8,23 | 3 053 | 1,67 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 306 | 8,13 | 73 | 1,41 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 22 748 | 26,93 | 5 405 | 19,26 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 10 012 | 5,27 | 2 379 | -1,08 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 20 618 | 24,96 | 4 905 | 17,55 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 2 056 | 100,19 | 488 | 88,42 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 94 563 | 6,58 | 22 470 | 0,13 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 201 | 28,85 | 48 | 20,51 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 1 597 | 0,13 | 379 | -5,96 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1 208 | 47,68 | 305 | 50,99 |
