Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares TIPS Bond ETF, to m.in Capitolis Liquid Global Markets Llc, Aptus Capital Advisors, LLC, Wright Fund Managment, LLC, School Employees Retirement Board Of Ohio, Fairvoy Private Wealth, LLC, Madson Wealth Advisors Inc, Tiaa-cref Individual & Institutional Services, Llc, KPP Advisory Services LLC, Stillwater Private Wealth, LLC, Protective Life Corp, Split Rock Private Trading & Wealth Management, LLC, Marin Bay Wealth Advisors, LLC, Town Capital LLC, SMART Wealth LLC, FourThought Financial Partners, LLC, Tower Bridge Advisors, Gambit Capital Management, LLC, Sidoxia Capital Management, LLC, Canandaigua National Corp, i Veratis Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 521 | 159,20 | 58 | 159,09 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 11 600 | 218,24 | 1 280 | 220,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 39 529 | 24,58 | 4 362 | 25,09 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 5 840 | 13,02 | 644 | 13,58 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 4 663 | 14,82 | 515 | 15,25 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 52 029 | 1,81 | 5 742 | 2,23 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 473 810 | 4,21 | 52 290 | 4,64 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3 224 | 26,58 | 356 | 27,24 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 2 740 | 302 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 4 569 | 0,42 | 504 | 0,80 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 15 266 | 5,84 | 1 685 | 6,25 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 49 611 | 225,81 | 5 475 | 227,26 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 10 034 | 8,82 | 1 107 | 9,28 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 55 847 | 0,53 | 6 163 | 0,95 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 25 242 | 1,00 | 2 786 | 1,42 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 121 374 | 2,32 | 13 395 | 2,74 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 30 580 | 3 | ||||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 18 689 | 2,92 | 2 063 | 3,36 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 7 723 | 0,16 | 852 | 0,59 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 207 395 | 19,88 | 22 888 | 20,37 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 59 | 7 | ||||||
| 2026-05-14 | 13F | Cedrus Wealth Group LLC | 7 400 | 2,35 | 817 | 2,77 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 4 682 | 517 | ||||||
| 2026-03-20 | 13F/A | Hsbc Holdings Plc | Call | 125 000 | 13 752 | |||||
| 2026-03-20 | 13F/A | Hsbc Holdings Plc | Put | 125 000 | 13 752 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 49 683 | 8,03 | 5 483 | 8,49 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 11 591 | 5,53 | 1 286 | 6,55 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 83 | 9 | ||||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 6 148 | 1,49 | 678 | 1,95 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 270 514 | 5,52 | 29 854 | 5,95 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 26 229 | 55,19 | 2 776 | 55,26 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3 912 | 12,45 | 432 | 12,83 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 147 132 | 29,98 | 16 238 | 30,51 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 9 117 | 334,97 | 1 006 | 337,39 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2 045 | 226 | ||||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 2 500 | 276 | ||||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 15 932 | 7,54 | 1 758 | 7,99 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 97 | 11 | ||||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 77 002 | 6,57 | 8 498 | 7,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 38 744 | 18,08 | 4 276 | 18,55 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 59 | 7 | ||||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 14 979 | 2,15 | 1 653 | 2,61 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 24 329 782 | 18,11 | 2 685 035 | 18,59 | ||||
| 2026-05-04 | 13F | First Growth Capital LLC | 4 315 | 10,78 | 476 | 10,44 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 2 955 | 5,16 | 326 | 5,84 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 31 866 | 1,29 | 3 517 | 1,71 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16 022 | 1 768 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1 943 | 214 | ||||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 49 047 | 2,92 | 5 413 | 3,34 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 334 | 151,13 | 37 | 157,14 | ||||
| 2026-04-24 | 13F | School Employees Retirement Board Of Ohio | 89 915 | 9 923 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 3 729 | 2,59 | 412 | 3,01 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 7 195 | 50,40 | 801 | 51,99 | ||||
| 2026-05-14 | 13F | Bank of Marin | 10 218 | 4,89 | 1 128 | 5,33 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 11 030 | 23,41 | 1 217 | 23,93 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10 853 | 1 198 | ||||||
| 2026-04-22 | 13F | James Hambro & Partners | 7 985 | 881 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 25 | 0,00 | ||||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 3 885 | 76,43 | 429 | 77,59 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 522 | 374,55 | 58 | 0,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 240 | 29,73 | 26 | 30,00 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1 379 | 0,22 | 152 | 0,66 | ||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 654 205 | 3,06 | 72 198 | 3,49 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 15 607 | 3,92 | 1 722 | 4,36 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 6 919 | 23,73 | 764 | 24,27 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 3 899 | 18,69 | 430 | |||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 2 068 | 4,60 | 228 | 5,07 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1 245 | 137 | ||||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 90 807 | 52,66 | 11 496 | 75,46 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 427 438 | 5,61 | 47 172 | 6,05 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3 818 | 0,55 | 421 | 0,96 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 10 241 | 15,18 | 1 130 | 15,66 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 8 099 | 0,53 | 894 | 0,90 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 41 402 | 7,40 | 4 569 | 7,84 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 652 184 | 1,22 | 292 695 | 1,64 | ||||
| 2026-04-16 | 13F/A | Wright Fund Managment, LLC | 98 800 | 10 904 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 42 378 | 8,72 | 4 410 | 2,94 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2 244 | 10,22 | 248 | 10,76 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6 261 | 691 | ||||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 72 435 | 3,59 | 8 066 | 4,67 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 13 644 | 37,55 | 1 506 | 38,07 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 2 090 | 231 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 879 | 34,20 | 98 | 34,72 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 233 | 26 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 66 537 | 0,61 | 7 343 | 1,03 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 18 180 | 1 658,22 | 2 006 | 1 675,22 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 12 | 1 | ||||||
| 2026-04-21 | 13F | Foster & Motley Inc | 33 038 | 0,28 | 4 | 0,00 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 179 953 | 12,94 | 19 860 | 13,40 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 5 540 | 2,52 | 611 | 3,04 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9 972 | 0,08 | 1 101 | 0,46 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 30 100 | 7,92 | 3 322 | 8,35 | ||||
| 2026-04-29 | 13F | Great Hill Capital LLC | 6 067 | 95,71 | 670 | 96,76 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 147 | 16 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 1 892 | 0,11 | 209 | 0,48 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 53 462 | 4,26 | 5 900 | 117 900,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 76 765 | 15,84 | 8 419 | 15,58 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 72 252 | 204,03 | 7 974 | 205,25 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 63 700 | 5,64 | 7 030 | 6,07 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 7 326 | 7,21 | 808 | 7,73 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 61 | 6 000,00 | 0 | |||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 3 508 | 4,47 | 387 | 4,88 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 25 | 3 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 9 534 | 1 052 | ||||||
| 2026-05-13 | 13F | United Services Automobile Association | 33 485 | 24,22 | 3 695 | 24,75 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 35 864 | 3,62 | 3 993 | 4,97 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 402 159 | 11,26 | 154 742 | 11,71 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 17 | 2 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1 180 | 7,37 | 130 | 8,33 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | Call | 160 600 | 17 724 | |||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 140 209 | 3,12 | 15 473 | 3,55 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 17 981 | 10,88 | 1 984 | 11,34 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 3 624 | 17,82 | 400 | 18,05 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 2 | 100,00 | 0 | |||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 3 568 | 15,28 | 394 | 15,59 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 40 338 | 11,41 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 79 120 | 677,59 | 8 696 | 677,82 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 610 | 41,86 | 67 | 42,55 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 4 833 | 24,66 | 533 | 25,12 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 22 276 | 34,53 | 2 458 | 35,05 | ||||
| 2026-04-15 | 13F | Slocum, Gordon & Co LLP | 43 577 | 0,17 | 4 809 | 0,59 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 2 200 | 243 | ||||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 181 745 | 3,10 | 20 057 | 3,52 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 379 074 | 19,72 | 41 695 | 19,80 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 2 925 | 323 | ||||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 3 044 | 45,30 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 8 825 | 16,04 | 974 | 16,53 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 3 612 | 2,61 | 399 | 3,11 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 47 735 | 1,77 | 5 268 | 2,19 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 10 450 | 3,16 | 1 153 | 3,59 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 33 348 | 3 680 | ||||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 473 000 | 846,00 | 51 987 | 834,85 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 438 698 | 24,72 | 48 430 | 25,20 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 40 119 | 4,73 | 4 428 | 5,15 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 5 515 | 1,06 | 609 | 1,50 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 2 022 | 24,66 | 223 | 25,28 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 6 853 | 20,46 | 756 | 20,96 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 5 282 | 588 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15 794 | 39,22 | 1 743 | 39,89 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 968 | 0,62 | 107 | 0,95 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 137 511 | 4 155,99 | 15 176 | 4 174,65 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 164 | 18 | ||||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 353 | 138,51 | 39 | 137,50 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 2 468 | 810,70 | 272 | 837,93 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 30 483 | 1,06 | 3 364 | 1,39 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 3 407 | 376 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 55 325 | 5,31 | 6 106 | 5,75 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 694 | 56,31 | 77 | 58,33 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 18 503 | 197,48 | 2 042 | 198,98 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 630 | 4,83 | 70 | 4,55 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 9 495 | 8,23 | 1 058 | 9,75 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 301 923 | 8,81 | 33 320 | 9,25 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 109 700 | 1 105,49 | 12 106 | 1 110,60 | |||
| 2026-05-13 | 13F | Boston Family Office Llc | 4 016 | 42,61 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 118 547 | 13 083 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 3 749 | 15,21 | 414 | 15,69 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 3 952 | 36,98 | 436 | 37,54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3 865 | 950,27 | 427 | 965,00 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 39 231 | 4,13 | 4 330 | 4,57 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 31 036 | 2,11 | 3 425 | 2,54 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 11 418 | 4,95 | 1 260 | 5,44 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 3 544 | 1,32 | 391 | 1,82 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 152 444 | 0,78 | 16 824 | 105 043,75 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 8 920 | 4,69 | 984 | 5,13 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 4 724 | 0,85 | 521 | 1,36 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 524 | 38,99 | 58 | 39,02 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 1 546 | 143,08 | 171 | 146,38 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 3 576 | 55,21 | 395 | 55,73 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 19 691 | 16,34 | 2 173 | 16,83 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 15 065 | 149,50 | 1 663 | 150,68 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 12 009 | 451,12 | 1 325 | 454,39 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 663 759 | 1,88 | 183 612 | 2,29 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 257 | 6,20 | 28 | 7,69 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 235 | 2 511,11 | 26 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 16 119 | 35,44 | 1 779 | 35,93 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 53 614 | 55,80 | 5 917 | 56,43 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 37 534 | 92,08 | 4 142 | 92,92 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 255 669 | 105,88 | 28 216 | 106,72 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3 524 | 389 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 25 942 | 85,21 | 2 863 | 86,03 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 1 815 | 200 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 | 0 | ||||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 11 009 | 35,55 | 1 | |||||
| 2026-05-15 | 13F | FIL Ltd | 623 523 | 26,11 | 68 812 | 26,63 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 175 | 19 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 3 924 | 0,33 | 433 | 0,93 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 9 023 | 996 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 86 652 | 3,19 | 9 660 | 4,47 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 3 436 | 3,56 | 379 | 4,12 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 2 676 | 298 | ||||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 54 737 | 2,88 | 6 041 | 3,30 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 62 209 | 7,36 | 6 865 | 7,80 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 161 604 | 4 175,24 | 17 835 | 4 197,35 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 427 799 | 185,79 | 47 | 193,75 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 19 893 | 3,03 | 2 195 | 3,44 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 324 094 | 4,50 | 35 767 | 4,93 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 120 422 | 11,29 | 13 236 | 11,28 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 6 996 | 100,86 | 772 | 102,09 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 250 | 6,38 | 28 | 8,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 21 232 | 10,51 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8 596 | 18,27 | 945 | 16,83 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 42 151 | 30,02 | 4 652 | 30,54 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 28 477 | 586,69 | 3 143 | 589,04 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 19 253 | 1,60 | 2 125 | 2,02 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 16 444 | 0,01 | 1 815 | 0,39 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 15 788 | 0,61 | 1 742 | 1,04 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 555 | 61 | ||||||
| 2026-04-08 | 13F | Lpwm Llc | 2 861 | 4,38 | 316 | 4,65 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 434 073 | 8,06 | 47 904 | 8,50 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 38 544 | 4 254 | ||||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 4 570 | 504 | ||||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 7 709 | 1,81 | 851 | 2,16 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 20 053 | 2 213 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 6 703 | 4,25 | ||||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 15 909 | 1,28 | 1 756 | 1,68 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 55 053 | 245,35 | 6 076 | 246,75 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9 839 | 0,22 | 1 086 | 0,65 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 16 526 | 116,54 | 1 816 | 114,15 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2 662 | 294 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 43 | 5 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 894 | 87,03 | 99 | 88,46 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 1 882 | 208 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 16 061 | 0,32 | 1 773 | 0,74 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2 325 | 1,97 | 257 | 2,40 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10 572 | 5,01 | 1 167 | 5,42 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 61 856 | 36,78 | 6 826 | 37,34 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 1 042 055 | 1,00 | 115 001 | 1,41 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3 914 | 102,59 | 432 | 103,30 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 115 620 | 1,41 | 12 760 | 1,82 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 97 643 | 3,31 | 11 | 0,00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5 232 | 44,09 | 577 | 44,61 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 6 774 | 146,51 | 1 | |||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 210 | 23 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 870 | 0,48 | 648 | 0,78 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 4 | 0 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 0 | 0 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 66 | 7 | ||||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 379 892 | 2,52 | 41 925 | 2,94 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 9 643 | 1,23 | 1 064 | 1,62 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 32 755 | 3 615 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12 667 | 43,52 | 1 398 | 44,02 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 91 365 | 10,85 | 10 083 | 11,30 | ||||
| 2026-05-08 | 13F | Bokf, Na | 101 399 | 0,65 | 11 190 | 1,07 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 8 014 | 2,73 | 884 | 3,15 | ||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 34 933 | 82,33 | 3 855 | 83,14 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2 980 | 42,65 | 329 | 43,23 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 26 307 | 117,14 | 2 903 | 118,11 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 2 013 | 0,15 | 222 | 0,91 | ||||
| 2026-05-04 | 13F | Nwam Llc | 30 335 | 1,19 | 3 348 | 1,18 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 23 158 | 4,79 | 2 556 | 5,23 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 307 | 34 | ||||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 2 770 | 6,62 | 306 | 7,02 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 5 563 | 7,10 | 614 | 7,54 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 214 432 | 278 383,12 | 23 665 | 295 700,00 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 2 261 | 13,22 | 250 | 13,70 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 1 491 300 | 16,82 | 164 565 | 17,03 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3 541 | 4,49 | 391 | 4,84 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 26 370 | 5,08 | 2 910 | 5,51 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4 295 | 0,94 | 474 | 1,50 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 10 861 | 3,96 | 1 199 | 4,36 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 458 | 5,18 | 271 | 5,86 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8 577 | 4,10 | 947 | 4,53 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 10 586 | 1 168 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10 329 | 1 140 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 85 436 | 276,64 | 9 429 | 278,18 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6 321 | 3,33 | 698 | 3,72 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4 875 | 538 | ||||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 485 165 | 4,49 | 53 543 | 4,92 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 13 604 | 1 461 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 6 559 | 0,85 | 724 | 1,26 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 56 764 | 0,65 | 6 264 | 1,06 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 9 651 | 11,88 | 1 065 | 12,34 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 54 555 | 6 021 | ||||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 14 | 2 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 74 | 8 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5 440 | 6,83 | 600 | 7,33 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 68 | 33,33 | 8 | 40,00 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 5 603 | 2,56 | 618 | 2,66 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 49 291 | 694,12 | 5 440 | 697,51 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 20 525 | 275,85 | 2 265 | 277,50 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 49 | 5 | ||||||
| 2026-05-13 | 13F | Ci Investments Inc. | 1 166 832 | 28,68 | 128 772 | 29,21 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1 846 | 0,76 | 204 | 1,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 43 106 | 24,90 | 4 757 | 25,42 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 3 301 | 0,03 | 362 | 0,28 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2 218 | 1,65 | 245 | 2,09 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 2 721 | 2,10 | 300 | 2,74 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 6 200 | 14,81 | 684 | 15,35 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 2 770 | 0 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 135 194 | 2,04 | 14 920 | 2,45 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 64 420 | 14,88 | 7 109 | 15,35 | ||||
| 2026-05-18 | 13F | Cim, Llc | 170 451 | 0,98 | 18 811 | 1,40 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 982 | 58,39 | 108 | 58,82 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 36 841 | 38,46 | 4 083 | 39,64 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 40 158 | 2,01 | 4 432 | 2,40 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 10 196 | 58,47 | 1 125 | 59,12 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 824 | 91 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 228 072 | 9,31 | 25 170 | 9,76 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 1 836 | 202 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 400 | 44 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 47 037 | 15,25 | 5 191 | 15,74 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 433 | 9,34 | 48 | 9,30 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 15 561 | 3,55 | 1 717 | 4,00 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 4 986 | 550 | ||||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 16 055 | 15,63 | 1 772 | 16,06 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 6 381 | 8,93 | 704 | 9,49 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 63 009 | 6 954 | ||||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 107 767 | 3,57 | 11 958 | 4,56 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 16 780 | 124,69 | 1 872 | 127,06 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 6 452 | 712 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 10 000 | 29,87 | 1 104 | 30,38 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 333 103 | 2,19 | 36 761 | 2,61 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3 662 | 0,27 | 402 | -0,99 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2 218 | 0,27 | 245 | 0,41 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 12 295 | 126,14 | 1 357 | 127,14 | ||||
| 2026-05-14 | 13F | Prudential Plc | 1 080 | 119 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 16 225 | 2,33 | 1 783 | 1,13 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 99 044 | 4,00 | 10 886 | 2,78 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 12 359 | 10,30 | 1 364 | 10,72 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 6 331 | 3,72 | 699 | 4,18 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 6 453 | 0,05 | 717 | 1,27 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1 086 | 2,74 | 120 | 2,59 | ||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 365 000 | 40 281 | ||||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | Put | 15 400 | 175,00 | 47 | -92,36 | |||
| 2026-05-13 | 13F | Protective Life Corp | 20 258 | 2 236 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 8 | 1 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 46 605 | 5,22 | 5 143 | 5,65 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 9 696 | 50,86 | 1 070 | 51,56 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 11 425 | 37,82 | 1 261 | 38,31 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 71 049 | 17,71 | 7 841 | 18,20 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 9 951 | 0,81 | 1 098 | 1,29 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 25 732 | 8,35 | 2 605 | -0,23 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 97 784 | 11 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 3 117 | 33,21 | 344 | 33,46 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2 773 | 25,48 | 306 | 26,45 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 33 760 | 47,90 | 3 726 | 48,52 | ||||
| 2026-05-12 | 13F | Sumitomo Life Insurance Co | 1 513 455 | 167 025 | ||||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 8 662 | 956 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 14 | 2 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 51 466 | 2,82 | 5 680 | 3,24 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 144 641 | 8,31 | 15 883 | 8,22 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3 231 | 0 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 2 800 | 21,74 | 309 | 22,62 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 33 786 | 18,29 | 3 729 | 18,76 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 3 477 | 0,64 | 384 | 1,06 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 104 360 | 0,75 | 11 517 | 1,16 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 5 447 | 601 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 40 165 | 3,29 | 4 433 | 3,72 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 0 | 0 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 207 | 23 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 14 176 | 20,43 | 1 564 | 20,96 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 16 213 | 1 789 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 5 000 | 13,64 | 552 | 14,08 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 21 900 | 48,98 | 2 417 | 49,60 | |||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 64 539 | 19,22 | 7 122 | 19,70 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 16 503 | 9,60 | 1 821 | 10,03 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 4 524 | 499 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 16 861 | 1,68 | 1 861 | 2,09 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 27 295 | 5,80 | 3 012 | 6,24 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 100 485 | 35,09 | 11 089 | 35,65 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 12 153 | 43,84 | 1 341 | 44,50 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 100 | 20,48 | 11 | 22,22 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 10 269 | 1 133 | ||||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 4 108 | 453 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 402 404 | 18,00 | 154 769 | 18,48 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 19 841 | 80,93 | 2 190 | 81,66 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 5 988 | 95,81 | 661 | 96,43 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 45 421 | 64,57 | 5 059 | 66,31 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 62 539 | 10,81 | 6 902 | 11,27 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 21 714 | 16,49 | 2 396 | 16,99 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 2 800 | 0,86 | 309 | 1,31 | ||||
| 2026-05-11 | 13F | Easterly Investment Partners Llc | 73 080 | 7,34 | 8 065 | 7,79 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 11 800 | 145,83 | 1 302 | 147,06 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 176 800 | 1 567,92 | 19 512 | 1 574,76 | |||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 3 098 | 2,89 | 342 | 2,10 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 59 136 | 20,89 | 6 526 | 21,39 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2 498 | 3,48 | 276 | 2,61 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 5 715 | 89,55 | 631 | 90,33 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 60 632 | 5,95 | 6 691 | 6,39 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 731 | 1,53 | 81 | 1,27 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 319 551 | 1,21 | 476 706 | 1,63 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 2 266 | 2,26 | 250 | 2,88 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 32 617 | 6,97 | 3 600 | 7,40 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 5 035 | 1,00 | 556 | 1,46 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4 596 | 65,86 | 507 | 66,78 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 3 139 | 1,26 | 346 | 1,76 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 320 | 15,94 | 35 | 16,67 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 888 | 98 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 466 675 | 0,30 | 51 502 | 0,71 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 3 908 | 431 | ||||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 110 791 | 1,46 | 12 227 | 1,87 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 12 535 | 31,49 | 1 383 | 32,09 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 358 504 | 23,91 | 39 564 | 24,42 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 40 849 | 2,74 | 4 508 | 3,16 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 4 568 | 7,58 | 504 | 8,15 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 13 995 | 15,96 | 1 544 | 16,44 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 67 508 | 3,98 | 7 450 | 4,41 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 86 778 | 11,43 | 9 577 | 11,88 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 1 736 | 0,58 | ||||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 77 533 | 37,61 | 8 557 | 38,18 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 2 728 | 301 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 413 029 | 16,43 | 45 582 | 16,91 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 1 959 | 216 | ||||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 3 185 | 2,08 | 352 | 2,63 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 490 | 4,03 | 54 | 5,88 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 3 986 | 93,59 | 440 | 94,25 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 31 | 106,67 | 3 | 200,00 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 19 985 | 337,88 | 2 206 | 340,12 | ||||
| 2026-05-15 | 13F | EFG International AG | 3 784 | 23,14 | 418 | 23,74 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 085 | 120 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 22 494 | 1,78 | 2 482 | 2,22 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 15 151 | 32,29 | 1 672 | 32,91 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 7 100 | 281,72 | 784 | 283,82 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 6 149 | 78,44 | 679 | 79,37 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 83 245 | 20,58 | 9 187 | 21,08 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 19 067 | 0,32 | 2 104 | 0,72 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 451 433 | 2,04 | 49 820 | 2,46 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 9 032 | 2,00 | 997 | 2,36 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 114 441 | 0,73 | 12 630 | 1,14 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 9 280 | 13,38 | 1 024 | 13,90 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 29 523 | 8,01 | 3 258 | 8,46 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 6 926 | 4,76 | 764 | 5,23 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2 827 | 312 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 3 889 | 23,11 | 429 | 23,63 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 736 210 | 5,85 | 81 248 | 6,28 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 89 037 | 4,54 | 9 826 | 4,97 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 3 266 | 0,31 | 360 | 0,84 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 14 838 | 198,01 | 1 637 | 199,27 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 297 884 | 3,76 | 32 874 | 4,19 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 17 783 | 1,94 | 1 963 | 2,35 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 7 578 | 836 | ||||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 58 548 | 4,58 | 6 461 | 5,01 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 148 | 33,64 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 13 270 | 43,01 | 1 464 | 43,67 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 93 131 | 0,48 | 10 278 | 0,88 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 4 072 | 2,34 | 449 | 2,75 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 23 | 53,33 | 3 | 100,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 37 032 | 13,73 | 4 087 | 14,20 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 2 955 | 326 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 393 | 53,41 | 154 | 54,55 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 11 809 | 5,84 | 1 303 | 6,28 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 35 786 | 3,69 | 3 949 | 4,11 | ||||
| 2026-05-04 | 13F | Camden National Bank | 80 127 | 5,80 | 8 843 | 6,24 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 63 188 | 3,48 | 6 974 | 3,90 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 88 228 | 21,70 | 9 737 | 22,19 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 276 | |||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 348 241 | 54,80 | 148 982 | 55,63 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 12 525 | 13 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 32 868 | 5,51 | 3 627 | 5,96 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 12 120 | 0,51 | 1 338 | 0,91 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 28 161 | 2,72 | 3 108 | 3,12 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 6 209 | 685 | ||||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 8 349 | 40,41 | 921 | 41,04 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 649 | 2,04 | 182 | 2,26 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 19 832 | 17,36 | 2 189 | 17,82 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 3 875 | 429 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2 463 | 0,78 | 272 | 1,12 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 3 993 | 8,33 | 0 | |||||
| 2026-05-06 | 13F | Sentinus, LLC | 37 330 | 9,45 | 4 120 | 9,90 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15 448 | 170,07 | 1 717 | 173,25 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 2 651 | 2,75 | 291 | 1,75 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 4 766 | 8,99 | 526 | 9,58 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 157 504 | 17 382 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 32 410 | 5,54 | 3 577 | 5,96 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 2 761 | 0,36 | 305 | 0,66 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 19 175 | 3,27 | 2 116 | 3,73 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 9 268 | 277,21 | 1 023 | 278,52 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 109 647 | 4,17 | 12 101 | 4,60 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 30 633 | 13,28 | 3 381 | 13,73 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 19 109 | 39,85 | 2 109 | 40,44 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 2 421 | 8,42 | 267 | 8,98 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 18 448 | 715,20 | 2 036 | 720,56 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 15 170 | 1,08 | 1 674 | 1,52 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 105 | 12 |
