Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares 1-3 Year Treasury Bond ETF, to m.in Quent Long Short Global Small Cap Fund, LP, CVS HEALTH Corp, Clear Wave Wealth Management Llc, Members Advisory Group LLC, Compass Wealth Management, LLC/GA, Tiaa-cref Individual & Institutional Services, Llc, LightSquare Wealth Management, LLC, Petros Family Wealth, LLC, Blue Capital, Inc., Ascent Advisors, LLC, Arena Capital Advisors, LLC- CA, Heritage Wealth Management, Inc. /CA/, Accent Capital Management, LLC, Wright Fund Managment, LLC, American Capital Management Inc, Perspective Wealth Advisors Llc, Town Capital LLC, Signet Private Wealth LLC, Surience Private Wealth Llc, i Calamos Advisors LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Midwest Trust Co | 24 649 | 13,51 | 2 035 | 13,18 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 63 035 | 0,15 | 5 205 | -0,15 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 26 678 | 2,27 | 2 203 | 1,94 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 5 020 | 463,41 | 415 | 467,12 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 2 956 | 3,21 | 244 | 2,95 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 99 828 | 8 241 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 37 038 | 6,85 | 3 058 | 6,55 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 5 653 | 16,01 | 467 | 15,63 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 41 639 | 72,05 | 3 438 | 71,56 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 19 190 886 | 6,83 | 1 584 587 | 6,50 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 12 507 304 | 17,89 | 1 031 853 | 17,43 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 30 913 | 6,74 | 2 553 | 6,42 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 97 793 | 10,43 | 8 075 | 10,09 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 31 271 | 17,45 | 2 582 | 17,10 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2 884 | 2,09 | 238 | 1,71 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 103 002 | 48,05 | 8 505 | 47,59 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 142 615 | 20,93 | 11 776 | 20,57 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 6 699 | 0,30 | 553 | 0,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 14 026 | 165,44 | 1 158 | 164,99 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 7 283 | 266,53 | 1 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 55 766 | 14,74 | 4 605 | 14,39 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 200 | 17 | ||||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 21 721 | 0,39 | 1 794 | 0,11 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 2 200 | 182 | ||||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 11 811 | 975 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 152 471 | 15,60 | 12 590 | 15,25 | ||||
| 2026-05-15 | 13F | American Capital Management Inc | 26 490 | 2 187 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9 942 | 821 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 37 285 | 37,75 | 3 079 | 37,35 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 4 714 | 16,57 | 389 | 16,47 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 3 492 | 7,05 | 288 | 6,67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 341 | 0,45 | 110 | 0,00 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 26 | 2 | ||||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 90 911 | 2,78 | 7 507 | 2,47 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 8 375 | 0,54 | 692 | 0,14 | ||||
| 2026-05-06 | 13F | Juno Financial Group LLC | 4 303 | 0,58 | 355 | 0,28 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 852 | 0,59 | 70 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 15 433 | 4,79 | 1 274 | 4,51 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 362 | 30 | ||||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 14 522 | 1 199 | ||||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 76 053 | 9,45 | 6 280 | 9,11 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 3 060 | 11,52 | 253 | 11,01 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 66 511 | 6,88 | 5 492 | 6,56 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 323 277 | 26 693 | ||||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 180 139 | 2,66 | 14 874 | 2,35 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 35 814 | 20,72 | 2 958 | 20,54 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 31 869 | 6,75 | 2 631 | 6,43 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 8 394 | 2,44 | 693 | 2,21 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4 578 604 | 7,58 | 378 054 | 7,25 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 54 901 | 9,39 | 4 533 | 9,07 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 25 603 | 7,34 | 2 114 | 7,04 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 482 | 15,87 | 0 | |||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 4 287 | 0,02 | 354 | -0,56 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 694 | 8,78 | 57 | 9,62 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8 667 | 0,06 | 716 | -0,28 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 96 345 | 1,58 | 7 955 | 1,27 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 48 300 | 1 358,33 | 3 988 | 1 355,47 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1 147 | 95 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 3 697 | 0,24 | 305 | 0,00 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 1 285 | 11,45 | 106 | 11,58 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 409 537 | 12,80 | 33 815 | 12,46 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 60 565 | 393,92 | 5 001 | 392,61 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 70 640 | 2,87 | 5 833 | 2,55 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 66 504 | 104,72 | 5 491 | 104,13 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 15 606 | 0,01 | 1 289 | -0,31 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 5 303 | 10,43 | 437 | 9,82 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 76 423 | 92,57 | 6 310 | 92,03 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 15 897 | 1 313 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 4 078 817 | 348,51 | 336 788 | 347,15 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4 390 | 0,46 | 363 | 0,28 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 207 071 | 6,78 | 17 098 | 6,46 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 69 725 | 409,83 | 5 757 | 408,57 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 60 003 | 207,20 | 4 932 | 204,95 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 242 | 0,00 | ||||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 50 218 | 45,20 | 4 147 | 44,76 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 27 740 | 346,48 | 2 290 | 345,53 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 4 092 | 2,56 | 338 | 2,12 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 12 667 | 0,71 | 1 046 | 0,38 | ||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 2 500 | 206 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1 001 | 83 | ||||||
| 2026-05-13 | 13F | Graybill Bartz & Assoc Ltd | 113 233 | 5,39 | 9 350 | 5,07 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 1 955 | 161 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 24 809 | 0,09 | 2 048 | -0,19 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 15 649 532 | 28,30 | 1 292 182 | 27,91 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 10 543 | 5,56 | 871 | 5,20 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 932 323 | 12 543,38 | 76 982 | 12 519,84 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 124 132 | 10,49 | 10 250 | 10,16 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 44 360 | 56,25 | 3 663 | 55,76 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 23 999 | 17,20 | 1 982 | 16,87 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 3 180 | 0,06 | 263 | -0,38 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 2 697 | 223 | ||||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 2 683 | 0,56 | 222 | 0,45 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 95 419 | 5,67 | 7 879 | 5,35 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 644 941 | 53 414 | ||||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 18 013 | 1,17 | 1 487 | 0,61 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 84 761 | 4,87 | 6 999 | 4,54 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 11 721 | 47,21 | 968 | 46,74 | ||||
| 2026-04-24 | 13F | Severin Investments, LLC | 19 856 | 92,95 | 1 640 | 92,37 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 69 | 6 | ||||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 2 049 | 3,22 | 169 | 3,05 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 221 415 | 3,29 | 18 282 | 2,98 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 67 727 | 6,10 | 5 592 | 5,79 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 41 566 | 3 432 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 75 220 | 51,64 | 6 211 | 51,17 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 32 569 | 1,27 | 2 689 | 0,98 | ||||
| 2026-05-08 | 13F | America First Investment Advisors, LLC | 537 036 | 6,27 | 44 343 | 5,95 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 121 | 0,83 | 10 | 0,00 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 9 171 | 11,66 | 757 | |||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 6 197 | 512 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 15 212 | 5,84 | 1 256 | 5,55 | ||||
| 2026-02-03 | 13F/A | Broadwater Capital Management Llc | 0 | 0 | ||||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 309 201 | 25 531 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 72 800 | 9,89 | 6 011 | 9,57 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 428 740 | 18,12 | 200 541 | 17,76 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 330 | 511,11 | 27 | 575,00 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 9 548 | 27,89 | 788 | 27,51 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 236 598 | 15,39 | 19 494 | 14,79 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 239 | 267 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4 424 | 35,08 | 364 | 34,32 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 25 146 | 2,44 | 2 064 | 1,52 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 37 111 | 2,79 | 3 064 | 2,51 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 33 339 | 35,89 | 2 753 | 35,50 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 6 113 | 25,09 | 505 | 24,75 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 92 026 | 32,98 | 7 622 | 32,77 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 340 654 | 0,61 | 28 128 | 0,31 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 287 752 | 5,56 | 23 760 | 5,24 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 35 267 | 3,69 | 2 912 | 3,37 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 50 090 | 637,16 | 4 136 | 635,77 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 3 538 | 292 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5 713 736 | 2,98 | 471 783 | 2,67 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 929 810 | 6,78 | 76 775 | 6,28 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 40 177 | 73,60 | 3 317 | 73,12 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 5 010 | 36,70 | 414 | 36,30 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 20 860 | 18,53 | 1 722 | 18,19 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 100 955 | 23,20 | 8 336 | 22,83 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 72 823 | 6,61 | 6 013 | 6,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 481 506 | 14,84 | 122 328 | 14,49 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 25 751 | 402,85 | 2 126 | 401,42 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 877 639 | 2,23 | 72 467 | 1,92 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 3 350 | 18,37 | 277 | 18,38 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 9 617 | 1 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 9 522 | 0,03 | 785 | -0,38 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 6 271 | 0,42 | 518 | 0,00 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 647 | 54 | ||||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3 128 | 0,32 | 258 | 0,00 | ||||
| 2026-04-29 | 13F | Invested Advisors | 10 092 | 5,22 | 833 | 4,91 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 36 029 | 3,12 | 2 975 | 2,80 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 123 | 515,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 408 854 | 1,66 | 34 | 0,00 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 20 279 | 1 674 | ||||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 112 160 | 78,86 | 9 261 | 78,34 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 17 274 | 126,66 | 1 426 | 125,99 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 2 838 | 0,04 | 234 | 0,00 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 3 564 | 0,20 | 294 | 0,00 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2 763 | 228 | ||||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 21 346 | 31,55 | 1 763 | 31,20 | ||||
| 2026-05-13 | 13F | Donoghue Forlines LLC | 84 477 | 6 975 | ||||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 14 040 | 1 159 | ||||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 146 725 | 1,45 | 12 115 | 1,14 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 211 813 | 12,22 | 17 489 | 11,89 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 337 | 0,60 | 28 | 0,00 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 107 381 | 4,96 | 8 866 | 4,65 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 29 208 | 0,89 | 2 412 | 0,58 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 2 394 | 3,46 | 198 | 3,14 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 976 996 | 18,28 | 80 685 | 17,92 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 25 322 | 2,44 | 2 091 | 2,10 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 3 527 | 22,42 | 291 | 22,27 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 13 615 | 11,70 | 1 124 | 11,40 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 282 107 | 3,71 | 23 294 | 3,40 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 119 744 | 2,53 | 9 887 | 2,22 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 154 | 13 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 31 070 | 2,47 | 2 565 | 2,15 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4 136 | 15,14 | 342 | 14,81 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 3 051 | 0,49 | 252 | 0,00 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 75 529 | 8,17 | 6 236 | 7,85 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 15 561 | 6,57 | 1 285 | 6,20 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 27 132 | 2 240 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 641 570 | 260,21 | 52 976 | 259,13 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 4 176 | 345 | ||||||
| 2026-05-06 | 13F | AIA Group Ltd | 890 071 | 18,51 | 73 493 | 18,15 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 103 519 | 2,30 | 8 548 | 1,98 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 22 469 | 2 246 800,00 | 1 855 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 10 934 | 6,46 | 903 | 6,12 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 158 | 13 | ||||||
| 2026-05-13 | 13F | Choate Investment Advisors | 24 232 | 158,50 | 2 001 | 157,73 | ||||
| 2026-04-30 | 13F | Summa Corp. | 13 985 | 30,82 | 1 155 | 30,40 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 25 199 | 47,73 | 2 081 | 47,31 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 178 319 | 8,43 | 14 724 | 8,10 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 423 090 | 5,25 | 34 935 | 4,93 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 100 447 | 102,63 | 8 294 | 102,02 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 3 746 | 0,56 | 309 | 0,32 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 20 515 | 4,69 | 1 694 | 4,38 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 398 796 | 58,68 | 32 929 | 58,20 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 399 079 | 9,52 | 32 952 | 9,19 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8 014 | 922,19 | 662 | 932,81 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 3 148 | 260 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 41 955 | 5,78 | 3 467 | 5,57 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 9 461 | 171,87 | 781 | 171,18 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 38 374 | 705,50 | 3 169 | 704,06 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 62 594 | 0,60 | 5 168 | 0,29 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 5 519 | 2,81 | 457 | 2,70 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 4 434 | 25,97 | 366 | 25,77 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 170 913 | 12,05 | 14 175 | 12,12 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 6 200 | 512 | |||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1 233 | -0,24 | ||||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 100 280 | 2,63 | 8 280 | 2,32 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 20 453 | 69,09 | 1 689 | 68,63 | ||||
| 2026-05-11 | 13F | Portfolio Design Labs, LLC | 205 958 | 39,57 | 17 006 | 39,15 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 6 689 | 48,15 | 552 | 47,99 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 23 455 | 7,74 | 1 937 | 7,44 | ||||
| 2026-05-13 | 13F | Alamar Capital Management, LLC | 113 224 | 16,82 | 9 349 | 16,46 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 8 747 | 31,51 | 722 | 31,27 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 31 802 | 0,43 | 2 626 | 0,11 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 3 895 | 9,26 | 322 | 8,81 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 55 323 | 24,41 | 4 568 | 24,06 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 9 135 | 8,02 | 754 | 7,71 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 43 200 | 585,71 | 3 567 | 584,64 | |||
| 2026-05-05 | 13F | Members Advisory Group LLC | 161 373 | 13 325 | ||||||
| 2026-04-15 | 13F | Define Financial, Llc | 2 427 | 200 | ||||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 202 776 | 10,04 | 16 743 | 9,71 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 13 282 | 5,03 | 1 097 | 4,68 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 422 | 779,17 | 35 | 1 033,33 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 20 880 | 29,02 | 1 724 | 28,66 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 3 471 | 0,23 | 287 | 0,00 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 54 790 | 42,69 | 4 524 | 42,23 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 319 536 | 4,21 | 109 285 | 4,03 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 2 790 | 10,32 | 230 | 10,05 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 36 999 | 33,10 | 3 052 | 32,52 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 23 412 | 0,10 | 1 933 | -0,21 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 2 861 | 7,68 | 236 | 6,82 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 47 728 | 10,42 | 3 941 | 10,09 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 33 589 | 915,69 | 2 773 | 915,75 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 83 563 | 10,03 | 6 900 | 9,70 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 27 087 | 8,30 | 2 237 | 7,97 | ||||
| 2026-04-13 | 13F | Trust Co | 5 856 | 0,27 | 484 | 0,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 26 993 | 56,33 | 2 229 | 55,80 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 57 430 | 2,62 | 4 742 | 2,35 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3 | 0 | ||||||
| 2026-04-22 | 13F | 1492 Capital Management LLC | 3 063 | 21,55 | 253 | 21,15 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 8 424 | 110,55 | 696 | 109,97 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1 838 | 0,55 | 152 | 0,00 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 11 001 | 0,01 | 908 | -0,44 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 117 887 | 10,82 | 9 734 | 10,48 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 154 817 | 39,69 | 12 783 | 39,28 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 772 073 | 19,71 | 63 750 | 19,35 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 19 697 | 0,39 | 1 626 | 0,12 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 10 598 | 3,18 | 874 | 2,94 | ||||
| 2026-05-14 | 13F | North Dallas Bank & Trust Co | 3 000 | 248 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 3 361 | 278 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 26 215 | 4,98 | 2 165 | 4,64 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 64 431 | 9,59 | 5 320 | 9,26 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 128 988 | 10 651 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 11 801 | 974 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9 184 | 196,26 | 758 | 196,09 | ||||
| 2026-04-22 | 13F | Vicus Capital | 10 671 | 17,43 | 881 | 17,15 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 145 672 | 67,40 | 12 028 | 66,89 | ||||
| 2026-05-04 | 13F | Arena Capital Advisors, LLC- CA | 35 000 | 2 890 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 319 290 | 4,56 | 26 364 | 4,24 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 78 918 | 0,76 | 6 516 | 0,46 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 4 835 | 12,70 | 399 | 12,39 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 94 289 | 12,59 | 7 806 | 12,56 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 39 260 | 3 242 | ||||||
| 2026-04-08 | 13F | Brady Family Wealth, Llc | 84 997 | 18,22 | 7 018 | 17,87 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 11 011 | 315,51 | 909 | 315,07 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 40 275 | 13,18 | 3 326 | 12,83 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 613 460 | 6,20 | 50 653 | 5,88 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 14 472 | 4,89 | 1 195 | 4,46 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 50 | 4 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 11 235 | 1,45 | 928 | 1,09 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 503 696 | 3,81 | 41 590 | 3,50 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 34 957 | 3,81 | 2 886 | 3,52 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 7 276 | 601 | ||||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 21 947 | 0,12 | 1 812 | -0,17 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 10 290 | 5 373,40 | 850 | 5 560,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 107 647 | 8,44 | 9 | 0,00 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 1 203 | 0,50 | 99 | 0,00 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 127 532 | 7,52 | 10 530 | 7,20 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 140 | 59,43 | 424 | 58,80 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 18 844 | 63,38 | 1 556 | 62,83 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 83 | 1,22 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 9 774 | 26,28 | 807 | 25,90 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 32 405 | 2 676 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 128 219 | 15,01 | 10 587 | 14,68 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 9 443 | 15,26 | 780 | 14,90 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 36 523 | 0,13 | 3 016 | -0,17 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 3 400 | 281 | ||||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 390 457 | 1,95 | 32 240 | 1,65 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 5 852 | 4,43 | 483 | 4,09 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 162 | 13 | ||||||
| 2026-05-13 | 13F | Bienville Capital Management, LLC | 35 914 | 113,71 | 2 965 | 113,16 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 97 461 | 5,71 | 8 047 | 5,40 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 24 084 | 4,13 | 1 989 | 3,76 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 7 997 | 60,32 | 660 | 59,81 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 172 | 14 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 133 136 | 8,95 | 10 993 | 109 830,00 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 59 390 | 422,80 | 4 904 | |||||
| 2026-04-27 | 13F | Counterweight Ventures, LLC | 34 971 | 13,61 | 2 888 | 13,26 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 44 753 | 5,39 | 3 695 | 5,06 | ||||
| 2026-05-14 | 13F | St. James Investment Company, LLC | 29 033 | 84,75 | 2 397 | 84,24 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 18 693 | 1 543 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 81 759 | 8,21 | 6 751 | 7,88 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 3 116 | 254 | ||||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 1 366 | 113 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 9 921 | 0,07 | 819 | -0,24 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 3 886 | 11,60 | 321 | 11,11 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 14 205 | 0,89 | 1 173 | 0,51 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1 234 | 9,69 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2 411 | 199 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 321 | 345,83 | 26 | 420,00 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 14 995 | 0,91 | 1 238 | 0,65 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 6 232 | 56,58 | 515 | 56,53 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 9 422 | 194,25 | 778 | 193,21 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 44 471 | 8,65 | 3 672 | 8,32 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 22 174 | 63,51 | 1 831 | 62,96 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2 308 | 0,04 | 191 | -0,52 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 4 605 | 12,65 | 380 | 12,43 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 456 | 38 | ||||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 23 712 | 7,17 | 1 958 | 6,82 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 74 581 | 9,21 | 6 158 | 8,89 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 3 862 | 0,39 | 319 | 0,00 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 21 696 | 31,67 | 1 791 | 31,30 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 31 320 | 6,13 | 2 586 | 5,81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 10 813 | 20,88 | 891 | 20,11 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 135 598 | 1,64 | 11 196 | 1,33 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 42 415 | 456,48 | 3 502 | 454,99 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 2 671 | 2,30 | 221 | 1,85 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 18 485 | 1 526 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 3 557 | 0,85 | 294 | 0,34 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 8 059 | 4,55 | 665 | 4,23 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 352 696 | 12,36 | 29 122 | 12,02 | ||||
| 2026-05-12 | 13F | Gouws Capital LLC | 4 300 | 43,33 | 355 | 43,15 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 15 787 | 0,16 | 1 304 | -0,15 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 24 710 | 2,48 | 2 040 | 2,20 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 49 211 | 176,26 | 4 063 | 175,46 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 4 084 | 337 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 8 063 | 70,36 | 665 | 69,64 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 25 095 | 0,53 | 2 072 | 0,24 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 33 357 | 0,25 | 2 754 | -0,04 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 53 | 1,92 | 4 | 0,00 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 5 852 | 0,03 | 483 | -0,21 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 89 406 | 2,34 | 7 382 | 2,03 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13 340 | 18,31 | 1 101 | 18,01 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 115 875 | 54,61 | 9 568 | 54,13 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 17 923 | 8,65 | 1 480 | 8,27 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 259 905 | 27,91 | 21 525 | 27,70 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 19 728 | 63,50 | 1 629 | 62,96 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4 243 | 20,88 | 350 | 20,69 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 15 797 | 1,61 | 1 304 | 1,32 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 17 411 | 100,31 | 1 438 | 99,86 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8 103 | 10,59 | 669 | 10,40 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 10 637 | 0,32 | 878 | 0,00 | ||||
| 2026-05-04 | 13F | King Wealth | 19 788 | 7,91 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 127 556 | 8,50 | 10 532 | 8,18 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 292 449 | 2,81 | 24 148 | 2,50 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 88 181 | 42,94 | 7 281 | 42,51 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 8 720 | 1,87 | 720 | 1,69 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 996 294 | 82 264 | ||||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 27 306 | 2 247 | ||||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 88 153 | 22,73 | 7 279 | 22,36 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 199 863 | 10,94 | 16 503 | 10,60 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 200 329 | 4,82 | 16 541 | 4,50 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 32 748 | 0,10 | 2 704 | -0,18 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 337 | 0,30 | 28 | 0,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 85 184 | 9,09 | 7 033 | 8,77 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 22 798 | 51,49 | 1 882 | 51,04 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 23 142 | 2 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2 934 | 242 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 11 575 | 4,51 | 954 | 4,03 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 480 | 40 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 2 303 377 | 0,21 | 190 190 | -0,10 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 415 585 | 30,30 | 34 211 | 29,51 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 62 719 | 160,96 | 5 179 | 160,20 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 40 140 | 34,52 | 3 298 | 33,43 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 10 310 | 24,32 | 851 | 24,05 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 4 852 | 401 | ||||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 35 300 | 18,06 | 2 915 | 11,18 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 33 730 | 2 785 | ||||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 25 270 | 6,92 | 2 087 | 6,59 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 21 975 | 16,65 | 1 814 | 16,28 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 298 512 | 0,33 | 24 648 | 0,03 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 16 683 | 1,11 | 1 378 | 0,81 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 1 612 | 0,06 | 133 | 0,00 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 84 773 | 51,81 | 7 000 | 51,36 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 14 570 | 251,51 | 1 207 | 251,60 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 7 856 | 24,84 | 649 | 24,38 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 233 100 | 19 247 | ||||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 21 382 | 1,00 | 1 765 | 0,68 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 3 419 | 282 | ||||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 118 543 | 8,51 | 9 788 | 8,19 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3 589 997 | 2,77 | 296 426 | 2,46 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 757 390 | 2,11 | 62 538 | 1,80 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 12 975 | 16,41 | 1 071 | 16,03 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 45 451 | 17,15 | 3 753 | 16,78 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 41 754 | 30,76 | 3 448 | 30,37 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 79 048 | 0,04 | 6 527 | -0,24 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 279 548 | 23 082 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 448 935 | 24,19 | 37 069 | 23,81 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 348 | 0,29 | 29 | 0,00 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 62 105 | 2 615,57 | 5 128 | 2 613,23 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3 667 773 | 9,55 | 302 848 | 9,22 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 90 | 7 | ||||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 4 658 | 0,32 | 385 | 0,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 34 141 | 13,33 | 2 819 | 13,03 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 7 657 | 21,87 | 632 | 21,54 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 37 383 | 7,87 | 3 087 | 7,53 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 17 889 | 29,67 | 1 478 | 29,76 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 14 759 | 16,02 | 1 219 | 15,67 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 17 807 | 68,10 | 1 470 | 67,62 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 8 040 | 0,56 | 664 | 0,15 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 12 440 | 9,34 | 1 027 | 9,02 | ||||
| 2026-05-05 | 13F | Mariner Investment Group Llc | 75 817 | 2 776,21 | 6 260 | 2 771,56 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2 604 | 6,77 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 961 | 170,70 | 79 | 172,41 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 113 796 | 9 396 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 171 450 | 14 157 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 12 866 | 1 062 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 645 218 | 121,34 | 53 276 | 120,68 | ||||
| 2026-05-14 | 13F | Capital Counsel Llc/ny | 20 450 | 3,28 | 1 689 | 2,99 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 426 329 | 14,76 | 35 202 | 14,42 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 97 229 | 147,02 | 8 028 | 146,33 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 18 507 | 5,48 | 1 528 | 5,16 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 2 521 | 208 | ||||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 27 306 | 5,29 | 2 247 | 4,66 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 97 005 | 20,53 | 8 010 | 20,17 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 213 578 | 1 549,51 | 17 620 | 806,85 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 179 261 | 14 802 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 2 590 | 213 | ||||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 75 292 | 10,27 | 6 217 | 9,94 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 152 478 | 1,39 | 12 590 | 1,09 | ||||
| 2026-05-11 | 13F | Commerce Bank | 40 013 | 5,50 | 3 304 | 5,16 | ||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 57 173 | 4 721 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 150 877 | 48,30 | 12 | 50,00 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 271 122 | 150,97 | 22 387 | 150,23 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 476 | 74,59 | 287 | 74,39 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3 544 | 23,18 | 293 | 22,69 | ||||
| 2026-05-12 | 13F | Palumbo Wealth Management LLC | 70 215 | 825,10 | 5 798 | 823,09 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 4 089 | 0,52 | 338 | 0,30 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 3 152 | 13,10 | 260 | 13,04 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 12 615 | 382,41 | 1 042 | 381,94 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 11 768 | 972 | ||||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 201 237 | 0,15 | 17 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 85 802 | 0,91 | 7 085 | 0,61 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 3 330 | 1,52 | 275 | 1,11 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 4 230 | 0,59 | 349 | 0,29 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 175 680 | 46,13 | 262 216 | 45,69 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 782 135 | 5,01 | 64 581 | 4,69 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 74 705 | 4,86 | 6 168 | 4,54 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 234 801 | 28,25 | 19 388 | 27,87 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 35 268 | 21,06 | 2 903 | 20,32 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 3 242 | 3,94 | 268 | 3,49 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 9 243 | 1 243,46 | 763 | 1 262,50 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 81 353 | 3,11 | 6 717 | 2,80 | ||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 244 395 | 223,68 | 20 180 | 222,71 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 25 944 | 2 142 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 1 116 682 | 0,44 | 92 | 0,00 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 146 740 | 6,31 | 12 097 | 5,83 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 17 501 | 0,15 | 1 445 | -0,14 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 436 635 | 1,45 | 36 053 | 1,14 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 11 180 | 923 | ||||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 7 815 | 645 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 34 725 | 1,21 | 2 876 | 1,02 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 49 707 | 0,94 | 4 104 | 0,64 | ||||
| 2026-05-14 | 13F | Prudential Plc | 38 155 | 3 150 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 155 | 252,27 | 13 | 300,00 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 14 141 | 1 165 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 53 043 | 4 380 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 278 431 | 26,05 | 22 990 | 25,68 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 115 955 | 373,40 | 9 574 | 372,09 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 879 | 73 | ||||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 15 111 | 14,00 | 1 248 | 13,67 | ||||
| 2026-04-21 | 13F | Stapp Wealth Management, Pllc | 13 377 | 0,56 | 1 105 | 0,27 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 43 949 | 1,77 | 3 629 | 1,45 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 1 429 | 0,49 | 118 | 0,85 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 13 465 | 0,12 | 1 112 | -0,18 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 11 001 | 28,83 | 908 | 28,43 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 154 991 | 19,19 | 12 798 | 18,82 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 32 | 3 | ||||||
| 2026-04-23 | 13F | TFC Financial Management | 990 689 | 6,24 | 81 801 | 5,92 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 38 945 | 27,30 | 3 216 | 26,92 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 172 642 | 13,47 | 14 255 | 13,13 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 41 045 | 3,91 | 3 389 | 3,61 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 7 775 | 3,10 | 642 | 2,72 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 23 | 2 | ||||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 49 273 | 25,50 | 4 068 | 25,13 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 10 307 | 37,63 | 851 | 37,26 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 35 808 | 17,40 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 27 257 | 23,73 | 2 251 | 23,36 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 196 | 16 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 74 965 | 1 100,78 | 6 190 | 1 097,10 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 3 010 | 249 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 0 | 0 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 65 728 | 80,31 | 5 427 | 79,76 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7 563 | 0,49 | 624 | 0,16 | ||||
| 2026-05-15 | 13F | Discovery Capital Management, Llc / Ct | 56 657 | 594,58 | 4 678 | 593,04 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 223 | 18 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 8 621 | 27,95 | 712 | 27,42 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 37 445 | 1,13 | 3 092 | 0,82 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 83 325 | 5,46 | 6 880 | 5,15 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 110 735 | 5,34 | 9 143 | 5,02 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 43 396 | 3 583 | ||||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 19 724 | 3,15 | 1 629 | 2,84 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 247 | 20 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 8 453 | 2,04 | 700 | 1,89 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 38 057 | 1,49 | 3 142 | 1,19 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 17 384 | -15,61 | ||||||
| 2026-05-05 | 13F | Gerald Baker Financial Group LLC | 3 855 | 316 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 10 949 | 7,12 | 904 | 6,86 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 43 596 | 19,29 | 3 600 | 18,94 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 10 578 | 1,41 | 873 | 1,16 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 2 498 | 0,20 | 206 | 0,00 | ||||
| 2026-05-15 | 13F | EFG International AG | 25 940 | 15,20 | 2 142 | 14,86 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 8 643 | 174,38 | 716 | 173,95 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 211 194 | 1,36 | 17 438 | 1,06 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4 766 | 10,43 | 394 | 10,08 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 79 939 | 2,55 | 6 601 | 2,23 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 137 625 | 3,76 | 11 364 | 3,45 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 75 446 | 2,48 | 6 201 | 2,33 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 410 623 | 33 905 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 604 783 | 6,69 | 49 937 | 6,36 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 312 333 | 20,51 | 25 789 | 20,14 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 157 002 | 1,32 | 12 964 | 1,01 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 61 167 | 10,29 | 5 051 | 9,95 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 566 | 212 | ||||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2 713 | 224 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5 714 853 | 9,61 | 471 875 | 9,28 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 6 453 | 531 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 823 328 | 11,81 | 67 982 | 11,47 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 6 874 | 75,40 | 567 | 75,00 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 332 168 | 785,59 | 27 287 | 776,83 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 17 800 | 125,32 | 1 470 | 124,62 | |||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 74 646 | 3,08 | 6 164 | 2,77 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 3 630 | 12,84 | 288 | 8,27 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 4 453 | 1,95 | 368 | 1,66 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 57 968 | 3,18 | 4 786 | 2,86 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 176 886 | 183,52 | 14 605 | 182,66 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 924 845 | 88,81 | 76 364 | 88,24 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4 428 | 5,48 | 366 | 5,19 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 5 149 | 425 | ||||||
| 2026-06-04 | 13F | Town Capital LLC | 21 255 | 1 755 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 875 | 72 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 41 598 | 453,53 | 3 435 | 452,09 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 63 163 | 10,87 | 5 215 | 10,53 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 24 290 | 3,29 | 2 006 | 2,98 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5 211 | 0,08 | 429 | -0,46 | ||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 6 081 | 0,30 | 502 | 0,00 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 66 353 | 51,70 | 5 479 | 51,24 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 107 313 | 0,60 | 8 861 | 0,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 34 800 | 2 873 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 146 396 | 64,95 | 12 | 71,43 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 25 725 | 3,21 | 2 124 | 2,91 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 49 561 | 1 077,50 | 4 092 | 1 075,86 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 10 931 | 3,88 | 903 | 3,56 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 4 699 | 0,45 | 388 | 0,00 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 110 020 | 2,58 | 9 084 | 2,26 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 954 683 | 11 164,70 | 78 828 | 11 145,08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 162 200 | 1 490,20 | 13 393 | 1 486,73 | |||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 26 184 | 5,22 | 2 162 | 4,90 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 40 428 | 3 338 | ||||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 31 156 | 34,40 | 2 573 | 34,03 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 102 136 | 42,19 | 8 432 | 41,72 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 262 188 | 4,25 | 21 649 | 3,94 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 13 412 | 290,91 | 1 107 | |||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 12 390 | 26,80 | 1 023 | 26,45 | ||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 334 883 | 2 884,43 | 27 527 | 2 863,08 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 20 028 | 67,56 | 1 654 | 67,14 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 101 859 | 9,08 | 8 410 | 8,71 | ||||
| 2026-05-06 | 13F | CNB Bank | 2 258 | 5,61 | 186 | 5,08 | ||||
| 2026-05-11 | 13F | Boston Partners | 24 759 | 14,59 | 2 044 | 14,25 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 505 922 | 9,01 | 124 343 | 8,68 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1 345 | 691,18 | 111 | 692,86 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 27 626 | 1,66 | 2 281 | 1,38 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 318 143 | 134,61 | 26 269 | 133,92 | ||||
| 2026-05-11 | 13F | Allianz Se | 365 401 | 4,43 | 30 171 | 4,11 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 23 730 | 1,44 | 1 959 | 1,14 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 147 415 | 1,61 | 12 172 | 1,31 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 38 282 | 345,09 | 3 161 | 343,82 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 9 189 | 5,27 | 759 | 4,99 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 17 818 | 177,24 | 1 471 | 176,50 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 5 761 | 0,54 | 476 | 0,21 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 651 | 54 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 2 439 | 0,25 | 201 | 0,00 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 55 040 | 1,93 | 4 545 | 0,40 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 6 535 | 9,67 | 540 | 9,33 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 537 | 44 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 18 771 | 2,06 | 1 550 | 1,71 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 2 437 | 0,37 | 201 | 0,00 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 17 416 | 26,19 | 1 438 | 25,92 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 41 606 | 1,90 | 3 435 | 1,60 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 420 006 | 6,11 | 34 680 | 5,79 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 25 347 | 39,69 | 2 093 | 39,28 | ||||
| 2026-04-24 | 13F | United Community Bank | 32 180 | 2 657 | ||||||
| 2026-05-11 | 13F | Westwood Wealth Management | 39 050 | 3 224 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 155 651 | 404,35 | 12 852 | 403,01 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 10 086 | 0,77 | 833 | 0,48 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 11 617 | 15,52 | 959 | 15,26 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 12 786 | 473,11 | 1 056 | 473,37 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 32 155 | 33,53 | 3 | 100,00 | ||||
| 2026-05-14 | 13F | Main Management LLC | 132 756 | 498,46 | 11 | 900,00 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 87 220 | 13,57 | 7 202 | 13,22 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 10 442 | 107,51 | 862 | 107,21 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 10 322 | 10,47 | 852 | 10,22 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 40 186 | 63,88 | 3 318 | 63,45 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 288 044 | 23 784 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 1 868 | 251,13 | 154 | 250,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 68 583 | 67,83 | 5 663 | 67,32 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 717 219 | 3,20 | 59 221 | 2,89 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 17 879 | 1 476 | ||||||
| 2026-05-05 | 13F | Haven Private, LLC | 4 623 | 382 | ||||||
| 2026-05-01 | 13F | Towercrest Capital Management | 20 754 | 6,10 | 1 714 | 5,81 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 2 620 | 216 | ||||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2 647 | 0,72 | 219 | 0,46 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 54 775 | 41,90 | 4 523 | 41,49 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 92 145 | 297,61 | 7 608 | 296,46 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 33 | 3 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 26 648 | 4,36 | 2 200 | 4,07 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 3 440 | 1,42 | 284 | 1,43 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 262 | 22 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 24 402 | 12,50 | 2 015 | 12,14 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 25 661 | 0,94 | 2 119 | 0,62 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 53 853 | 331,34 | 4 447 | 329,98 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 3 120 | 258 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 21 992 | 414,67 | 1 816 | 414,16 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1 | 0 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 167 601 | 214,32 | 13 839 | 213,36 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 13 642 | 5,88 | 1 126 | 5,53 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 218 | 18 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6 404 924 | 33,55 | 528 869 | 33,15 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 10 959 | 905 | ||||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 20 485 | 0,12 | 1 691 | -0,18 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 5 405 | 28,84 | 446 | 28,53 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 2 072 | 27,74 | 171 | 27,61 | ||||
| 2026-04-17 | 13F | A. D. Beadell Investment Counsel, Inc. | 7 091 | 1,59 | 1 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 1 014 778 | 35,82 | 83 790 | 35,41 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 29 080 | 0,53 | 2 401 | 0,25 | ||||
| 2026-05-04 | 13F | Camden National Bank | 174 078 | 11,32 | 14 374 | 10,98 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 49 328 | 38,68 | 4 073 | 38,30 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 11 364 | 2,16 | 938 | 1,85 | ||||
| 2026-04-20 | 13F | City State Bank | 134 | 55,81 | 11 | 57,14 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 10 466 | 8,28 | 864 | 8,00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 15 894 | 334,50 | 1 312 | 334,44 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 6 881 | 0,66 | 568 | 0,35 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 31 526 | 2 603 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 469 791 | 8,25 | 38 673 | 7,60 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 50 | 4 | ||||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 5 794 | 22,78 | 478 | 22,56 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 69 477 | 2,87 | 5 737 | 2,56 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 11 970 | 31,11 | 988 | 30,69 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2 543 | 24,17 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 303 288 | 2,98 | 25 042 | 2,64 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 45 441 | 7,80 | 3 752 | 7,48 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 321 540 | 82,03 | 26 561 | 81,56 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 35 266 | 2 912 | ||||||
| 2026-04-28 | 13F | Umpqua Bank | 3 714 | 15,13 | 307 | 14,61 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 157 401 | 2,32 | 12 997 | 2,02 | ||||
| 2026-02-13 | 13F | Barclays Plc | 1 965 902 | 30,53 | 162 816 | 30,31 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 209 768 | 3,51 | 17 321 | 3,20 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 20 680 | 1,29 | 1 704 | 0,71 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 162 457 | 11,43 | 13 414 | 11,10 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 8 415 | 1 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 71 652 | 1,70 | 5 916 | 1,39 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 304 727 | 204,00 | 25 161 | 203,11 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 1 065 147 | 87 949 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 62 970 | 1,83 | 5 199 | 1,52 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 22 889 | 1,82 | 1 890 | 1,50 | ||||
| 2026-05-12 | 13F | All Terrain Financial Advisors, LLC | 40 667 | 2,06 | 3 358 | 1,73 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 7 714 | 17,25 | 637 | 16,91 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 23 088 | 2,67 | 1 906 | 2,36 |
