EFA / iShares Trust - iShares MSCI EAFE ETF – Własność instytucjonalna – Sprzedawcy

iShares Trust - iShares MSCI EAFE ETF
US ˙ ARCA ˙ US4642874659

Własność instytucjonalna i funduszowa – Sprzedający

Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij 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
(%)
2026-05-13 13F Lynch Investment Planning, LLC 10 692 -11,28 1 038 -10,29
2026-04-14 13F Congress Asset Management Co /ma 26 075 -1,27 2 533 -0,16
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 4 410 -0,14 428 0,94
2026-04-07 13F First Citizens Financial Corp 76 640 -3,39 7 444 -2,27
2026-04-24 13F Triasima Portfolio Management inc. 15 718 -6,16 1 527 -5,10
2026-05-12 13F/A Signature Securities Group Corporation 32 454 -20,30 3 152 -19,39
2026-04-21 13F Dougherty Wealth Advisers LLC 1 840 -58,86 179 -58,51
2026-05-15 13F/A Independent Financial Group, Llc 45 766 -22,87 4 445 -21,98
2026-05-07 13F Tacita Capital Inc 0 -100,00 0
2026-04-14 13F HighRoad Wealth Advisors, LLC 15 486 -2,37 1 504 -1,25
2026-04-27 13F Oarsman Capital, Inc. 7 933 -3,44 771 -2,28
2026-01-21 13F Persium Advisors, LLC 0 -100,00 0
2026-05-04 13F Element Wealth, LLC 2 427 -1,22 236 0,00
2026-05-11 13F Camden Capital, LLC 12 839 -26,25 1 247 -25,37
2026-05-12 13F Rhumbline Advisers 68 049 -32,98 6 610 -32,21
2026-04-09 13F Acropolis Investment Management, LLC 40 798 -5,47 3 963 -4,39
2026-05-15 13F Lionsbridge Wealth Management LLC 0 -100,00 0
2026-04-29 13F Saxon Interests, Inc. 9 053 -21,85 879 -20,95
2026-04-27 13F Greenleaf Trust 425 162 -0,57 41 296 0,56
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 89 928 -8,11 8 735 -7,07
2026-05-12 13F Focused Alpha, Llc 4 521 -33,50 439 -32,67
2026-04-23 13F Granite Harbor Advisors, Inc. 16 138 -0,48 1 567 0,64
2026-05-05 13F Smith, Moore & Co. 19 088 -0,04 1 854 1,15
2026-05-08 13F Coldstream Capital Management Inc 119 018 -0,78 11 560 0,36
2026-05-06 13F Fiduciary Wealth Partners, LLC 2 512 -60,13 244 -59,77
2026-05-01 13F Emerald Investment Partners, Llc 12 322 -3,33 1 197 -2,29
2026-05-14 13F Ted Buchan & Co 172 884 -0,31 16 792 0,83
2026-04-21 13F Savior LLC 16 745 -2,09 1 626 -0,97
2026-05-14 13F Level Four Advisory Services, Llc 82 690 -32,35 8 029 -31,59
2026-05-04 13F Barrett & Company, Inc. 1 084 -16,49 105 -15,32
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-04-22 13F Truefg, Llc 11 302 -0,40 1 098 0,73
2026-05-14 13F Select Asset Management & Trust 49 166 -54,73 5 -60,00
2026-05-15 13F LTG Capital LLC 33 365 -0,20 3 241 0,93
2026-05-15 13F Independent Family Office, LLC 6 728 -6,22 653 -5,09
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-05-13 13F Forum Private Client Group LLC 6 114 -0,02 594 1,02
2026-04-28 13F MIO Partners, Inc. Put 0 -100,00 0
2026-05-07 13F Bearing Point Capital, Llc 0 -100,00 0
2026-04-06 13F InTrack Investment Management Inc 7 260 -0,48 705 0,71
2026-04-13 13F Moody Lynn & Lieberson, Llc 11 536 -33,89 1 120 -33,13
2026-04-17 13F/A Founders Financial Securities Llc 3 811 -49,17 389 -46,11
2026-04-28 13F Probity Advisors, Inc. 31 685 -4,01 3 078 -2,90
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-22 13F Traphagen Investment Advisors Llc 0 -100,00 0
2026-04-15 13F Founders Grove Wealth Partners, Llc 46 481 -3,06 4 515 -1,95
2026-05-13 13F Tobias Financial Advisors, Inc. 26 719 -7,13 2 595 -6,05
2026-01-29 13F Advantage Trust Co 0 -100,00 0
2026-02-17 13F Sender Co & Partners, Inc. Put 0 -100,00 0
2026-04-09 13F Leverty Financial Group, LLC 47 407 -0,67 4 605 0,46
2026-04-14 13F Zrc Wealth Management, Llc 7 494 -2,43 728 -1,36
2026-05-12 13F Bnp Paribas Arbitrage, Sa Put 3 718 -65,51 36 113 -65,12
2026-05-05 13F D.a. Davidson & Co. 272 971 -2,72 26 514 -1,61
2026-05-12 13F Bnp Paribas Arbitrage, Sa Call 4 497 -70,88 43 679 -70,55
2026-04-29 13F Kaydan Wealth Management, Inc. 3 778 -0,87 367 0,27
2026-04-07 13F Central Bank & Trust Co 89 859 -7,38 8 728 -6,31
2026-05-12 13F Bnp Paribas Arbitrage, Sa 1 758 252 -5,15 170 779 -4,06
2026-06-03 13F DBK Financial Counsel, LLC 4 791 -2,18 465 -1,06
2026-01-30 13F Canandaigua National Bank & Trust Co 170 529 -3,10 16 376 -0,33
2026-05-14 13F Us Bancorp \de\ 7 132 417 -0,76 692 772 0,38
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 234 -11,70 23 -12,00
2026-04-13 13F Reston Wealth Management Llc 10 010 -0,09 972 1,04
2026-05-14 13F Natixis 10 826 -38,99 1 052 -38,32
2026-05-14 13F Causeway Capital Management Llc 37 761 -54,51 3 668 -53,99
2026-05-15 13F CI Private Wealth, LLC 2 027 202 -13,04 196 097 -12,32
2026-04-29 13F Sageworth Trust Co 5 853 -0,73 569 0,35
2026-05-12 13F Tannin Capital LLC 2 421 -0,29 235 0,86
2026-05-15 13F Strive Financial Group ,LLC 444 -3,69 43 -2,27
2026-04-21 13F Yardley Wealth Management LLC 8 905 -2,15 865 -1,03
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0 -100,00
2026-04-10 13F/A WLTH Capital Management, LLC 16 559 -4,94 1 608 -11,40
2026-04-22 13F tru Independence LLC 7 305 -4,87 710 -3,80
2026-04-21 13F Foster & Motley Inc 62 175 -2,54 6 0,00
2026-04-22 13F McLean Asset Management Corp 33 590 -5,03 3 263 -7,12
2026-05-08 13F Northwestern Mutual Investment Management Company, Llc 11 289 341 -28,26 1 096 534 -27,44
2026-05-08 13F Joseph Group Capital Management 1 761 -4,50 171 -3,39
2026-04-15 13F Marathon Strategic Advisors, LLC 2 220 -1,90 216 -0,92
2026-05-13 13F Bank OZK 20 969 -0,47 2 037 0,64
2026-04-27 13F Koshinski Asset Management, Inc. 11 318 -10,72 1 099 -9,70
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-02-12 13F Leigh Baldwin & Co., Llc 0 -100,00 0
2026-04-30 13F Sequoia Financial Advisors, LLC 83 435 -1,30 8 104 -0,16
2026-02-12 13F Litman Gregory Asset Management LLC 164 497 -10,86 15 797 -8,32
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 55 185 -87,32 5 360 -87,18
2026-05-07 13F Leith Wheeler Investment Counsel Ltd. 16 991 -0,56 1 650 0,61
2026-05-11 13F SCS Capital Management LLC 555 447 -5,49 53 951 -4,41
2026-02-04 13F Pandora Wealth, Inc. 44 098 -2,41 4 235 0,36
2026-05-07 13F VisionPoint Advisory Group, LLC 44 126 -1,39 4 286 -0,28
2026-01-21 13F Wilkins Miller Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Sherman Porfolios, Llc 0 -100,00 0
2026-01-28 13F Edge Financial Advisors LLC 21 718 -2,42 2 086 0,34
2026-04-06 13F Hall Laurie J Trustee 19 779 -9,60 1 921 -8,57
2026-05-18 13F Claris Financial LLC 2 265 -0,79 220 0,00
2026-02-17 13F Harris Associates L P 0 -100,00 0
2026-05-06 13F WoodTrust Financial Corp 992 287 -7,72 96 -6,80
2026-05-13 13F Capital Group Private Client Services, Inc. 30 286 -28,56 2 942 -27,74
2026-04-29 13F Mine & Arao Wealth Creation & Management, LLC. 7 911 -1,25 768 -0,13
2026-05-13 13F Townsquare Capital Llc 2 992 -0,07 291 1,05
2026-04-28 13F Brighton Jones Llc 237 322 -1,16 23 051 -0,03
2026-04-16 13F Montecito Bank & Trust 26 566 -1,83 2 580 -0,69
2026-04-21 13F Compass Planning Associates Inc 8 511 -6,58 827 -5,49
2026-05-12 13F Alerus Financial Na 1 665 -5,02 162 -4,17
2026-05-07 13F Koss-Olinger Consulting, LLC 7 986 -5,27 776 -4,20
2026-04-22 13F Motco 23 732 -2,70 2 305 -1,58
2026-05-07 13F CFG Wealth Management Services, Inc. 6 056 -3,17 574 -4,50
2026-02-11 13F MidWestOne Financial Group, Inc. 17 187 -3,01 1 650 -0,24
2026-05-14 13F Marshall Wace, Llp 12 729 -44,02 1 236 -43,38
2026-02-02 13F Truist Financial Corp Put 0 -100,00 0 -100,00
2026-04-16 13F Roble, Belko & Company, Inc 33 479 -3,43 3 0,00
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-05-12 13F Advyzon Investment Management, LLC 32 586 -0,03 3 165 1,12
2026-05-04 13F Mml Investors Services, Llc 664 234 -14,72 64 517 -13,75
2026-03-12 13F Farmers National Bank 2 831 -18,30 272 -16,10
2026-05-01 13F/A Lodestone Wealth Management LLC 0 -100,00 0
2026-05-15 13F City National Bank Of Florida /msd 3 758 -22,42 365 -21,51
2026-04-23 13F Next Level Private LLC 3 650 -0,54 355 0,57
2026-04-14 13F Arnold Financial Planning LLC 0 -100,00 0
2026-05-14 13F Bridgewater Advisors Inc. 37 857 -2,00 3 931 2,75
2026-05-11 13F Smith Partners Wealth Management, LLC 21 593 -9,67 2 097 -8,63
2026-04-20 13F Greenup Street Wealth Management Llc 13 521 -4,07 1 313 -2,96
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-13 13F Clearbridge Investments, LLC 19 036 -75,79 1 849 -75,53
2026-04-13 13F Total Investment Management Inc 9 051 -6,54 879 -5,38
2026-05-12 13F Belvedere Trading LLC 0 -100,00 0
2026-05-15 13F Waterford Advisors, LLC 8 746 -4,37 823 -6,38
2026-04-08 13F Northstar Advisory Group, LLC 3 148 -43,57 306 -42,99
2026-05-13 13F Aureus Asset Management, LLC 0 -100,00 0
2026-05-15 13F Lazard Asset Management Llc 78 313 -70,33 7 607 -69,99
2026-04-22 13F Arcataur Capital Management LLC 59 396 -3,70 5 769 -2,58
2026-04-10 13F Impact Capital Partners LLC 9 154 -26,31 889 -25,42
2026-04-23 13F Balanced Wealth Group Llc 3 199 -2,29 311 0,65
2026-05-15 13F Goldman Sachs Group Inc Call 6 066 600 -42,33 589 249 -41,67
2026-05-13 13F Franklin Resources Inc Put 0 -100,00 0 -100,00
2026-04-08 13F Heritage Family Offices, LLP 82 654 -23,57 8 028 -22,69
2026-05-12 13F Anchor Capital Advisors Llc 8 935 -6,56 868 -5,56
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 78 811 -0,79 7 655 0,34
2026-05-15 13F Goldman Sachs Group Inc Put 2 246 600 -51,40 218 212 -50,84
2026-05-13 13F Ensign Peak Advisors, Inc 778 595 -6,84 75 625 -5,78
2026-05-04 13F J. Safra Sarasin Holding AG 32 840 -0,95 3 169 -0,53
2026-05-13 13F Buckingham Strategic Partners 18 154 -9,94 1 763 -8,94
2026-05-06 13F Audent Global Asset Management, LLC 46 726 -39,73 4 538 -39,05
2026-04-29 13F Landmark Wealth Management, LLC 4 520 -2,46 439 -1,35
2026-05-07 13F Resolute Advisors LLC 78 295 -18,35 7 605 -17,42
2026-02-17 13F Angeles Investment Advisors, LLC 0 -100,00 0
2026-05-12 13F Marion Wealth Management 5 525 -4,51 537 -7,27
2026-05-18 13F Edgestream Partners, L.P. 5 326 -64,56 517 -64,17
2026-02-17 13F Bank Of America Corp /de/ Call 0 -100,00 0 -100,00
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-04-09 13F PFS Partners, LLC 0 -100,00 0
2026-04-22 13F Sentry LLC 5 804 -21,69 564 -20,82
2026-05-15 13F Susquehanna International Group, Llp Call 17 999 200 -5,14 1 748 262 -4,06
2026-05-13 13F BCJ Capital Management, LLC 27 940 -0,70 2 714 0,41
2026-04-08 13F Gladwyn Financial Advisors, Inc. 9 506 -22,55 923 -21,65
2026-05-12 13F Colonial Trust Co / SC 11 464 -6,70 1 114 -5,60
2026-05-13 13F Tiemann Investment Advisors, Llc 10 710 -3,38 1 040 -2,26
2026-04-08 13F Miracle Mile Advisors, LLC 353 753 -9,21 34 360 -8,17
2026-05-11 13F RiverFront Investment Group, LLC 34 663 -2,60 3 367 -1,49
2026-05-11 13F Salomon & Ludwin, LLC 211 726 -6,80 20 668 -4,11
2026-04-24 13F Capital Asset Advisory Services LLC 2 274 -0,09 236 5,83
2026-05-14 13F Harvest Investment Services, LLC 6 261 -74,22 608 -73,93
2026-05-05 13F IMC-Chicago, LLC 0 -100,00 0
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-02-17 13F Glenmede Trust Co Na 896 683 -1,12 86 108 16,18
2026-04-10 13F Integris Wealth Management, LLC 4 540 -0,77 441 0,23
2026-04-27 13F Smith & Howard Wealth Management, LLC Put 0 -100,00 0
2026-04-20 13F Financial Enhancement Group LLC 95 694 -10,14 9 983 -5,35
2026-05-15 13F Quadrature Capital Ltd 0 -100,00 0
2026-02-17 13F Logan Stone Capital, LLC 0 -100,00 0
2026-05-15 13F XTX Topco Ltd 0 -100,00 0
2026-04-24 13F Ledyard National Bank 12 235 -12,75 1 188 -11,74
2026-04-21 13F Trilogy Capital Inc. 9 145 -53,78 888 -53,26
2026-04-17 13F Great Waters Wealth Management 19 349 -0,90 1 879 0,27
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-04-28 13F Busey Wealth Management 22 041 -0,33 2 141 0,80
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 565 295 -19,86 55 -19,40
2026-05-08 13F Seneschal Advisors, LLC 1 090 -15,50 106 -14,63
2026-05-06 13F World Equity Group, Inc. 6 882 -5,28 668 -4,16
2026-04-10 13F Linden Thomas Advisory Services, LLC 0 -100,00 0
2026-05-13 13F Heritage Wealth Advisors 13 806 -91,68 1 341 -91,58
2026-04-30 13F Fulcrum Capital LLC 2 203 -31,65 214 -31,07
2026-04-03 13F Adirondack Trust Co 9 038 -10,89 878 -9,96
2026-05-14 13F Galvin, Gaustad & Stein, LLC 3 231 -1,52 314 -0,63
2026-05-04 13F Retirement Planning Group 23 262 -11,69 2 259 -10,68
2026-04-10 13F Finward Bancorp 6 112 -0,41 594 0,68
2026-05-11 13F Portland Global Advisors LLC 233 458 -2,32 22 676 -1,20
2026-05-12 13F M Holdings Securities, Inc. 12 392 -17,63 1 0,00
2026-05-14 13F SlateStone Wealth, LLC 29 825 -13,92 3 -33,33
2026-05-12 13F Partners Capital Investment Group, Llp 70 524 -40,80 6 850 -40,13
2026-05-14 13F Rockbridge Investment Management, LCC 4 259 -13,15 414 -12,13
2026-04-23 13F Private Wealth Management Group, LLC 9 715 -0,26 944 0,86
2026-04-10 13F Country Trust Bank 24 284 -0,08 2 359 1,07
2026-04-28 13F Dumont & Blake Investment Advisors Llc 42 662 -5,24 4 144 103 475,00
2026-05-14 13F Thryve Wealth Management Llc 0 -100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2 709 -19,42 263 -18,32
2026-04-07 13F Heartwood Wealth Advisors LLC 181 547 -6,59 17 634 -5,52
2026-05-04 13F Redwood Park Advisors LLC 10 776 -2,70 1 047 -1,60
2026-04-23 13F Farmers & Merchants Investments Inc 45 237 -0,06 4 394 1,08
2026-04-15 13F Motive Wealth Advisors 3 247 -2,87 315 -1,87
2026-05-08 13F Searle & Co. 4 000 -6,30 389 -5,13
2026-04-20 13F Breakwater Capital Group 10 829 -0,48 1 052 0,67
2026-04-30 13F Stronghold Wealth Management L.L.C. 2 427 -6,15 236 -5,24
2026-05-01 13F Summit Financial Strategies, Inc. 48 891 -8,50 4 749 -7,46
2026-01-16 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100,00 0
2026-04-29 13F Orin Green Financial, LLC 97 021 -0,93 9 424 0,20
2026-05-15 13F Bontempo Ohly Capital Mgmt Llc 570 661 -11,52 55 428 -10,50
2026-04-22 13F Evensky & Katz LLC 762 -66,42 0
2026-04-06 13F Hiley Hunt Wealth Management 21 687 -1,62 2 106 -0,47
2026-05-15 13F Common Fund For Nonprofit Organizations 79 001 -72,96 7 673 -72,65
2026-04-13 13F Pettinga Financial Advisors, LLC 36 734 -2,12 3 568 -0,97
2026-04-17 13F Blankinship & Foster, LLC 91 005 -0,69 8 839 0,44
2026-05-14 13F Andrews Advisory Associates, LLC 3 372 -5,81 328 -4,66
2026-04-13 13F Hm Payson & Co 4 789 -25,72 465 -24,88
2026-05-12 13F BOK Financial Private Wealth, Inc. 94 405 -1,80 9 170 -0,67
2026-05-07 13F Commonwealth Financial Services, LLC 46 502 -9,43 4 517 -8,40
2026-05-06 13F HighMark Wealth Management LLC 1 743 -10,11 169 -9,14
2026-05-15 13F Rehmann Capital Advisory Group 40 183 -2,03 3 903 -0,89
2026-04-13 13F First Hawaiian Bank 75 858 -17,28 7 368 -16,33
2026-04-28 13F Philip James Wealth Mangement, LLC 3 462 -0,29 336 0,90
2026-05-15 13F Parallax Volatility Advisers, L.P. Put 2 219 800 -4,63 215 609 -3,54
2026-05-13 13F Cynosure Management, Llc 5 976 -81,75 574 68,53
2026-05-08 13F NewSquare Capital LLC 47 164 -1,56 4 581 -0,41
2026-05-15 13F Laird Norton Trust Company, Llc 327 293 -3,18 31 790 -2,07
2026-05-14 13F Fca Corp /tx 7 884 -1,23 766 -0,13
2026-05-14 13F StoneX Group Inc. 343 233 -1,46 33 338 -0,34
2026-05-14 13F Solstein Capital, LLC 52 181 -3,30 5 068 -2,18
2026-04-15 13F Financial Management Professionals, Inc. 4 357 -1,40 423 -0,24
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 41 915 -0,16 4 071 0,99
2026-05-13 13F Mariner, LLC 3 127 682 -4,57 303 735 -3,50
2026-05-04 13F Rps Advisory Solutions Llc 0 -100,00 0
2026-02-17 13F Knighthead Capital Management, LLC Put 0 -100,00 0
2026-04-08 13F Bond & Devick Financial Network, Inc. 8 788 -2,08 854 -0,93
2026-05-14 13F B&l Asset Management Llc 33 501 -1,90 3 254 -0,79
2026-04-14 13F XY Planning Network, Inc. 3 300 -1,14 325 1,56
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 14 632 -50,00 1 421 -50,59
2026-05-15 13F Bluefin Capital Management, Llc 0 -100,00 0
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-04-14 13F Pictet North America Advisors SA 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 52 087 -2,89 5 434 5,50
2026-04-23 13F Oppenheimer Asset Management Inc. 274 578 -0,60 26 670 0,54
2026-04-20 13F Schwab Charitable Fund 7 467 -13,62 725 -12,65
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100,00 0
2026-05-11 13F Linscomb & Williams, Inc. 875 729 -10,49 85 060 -9,46
2026-05-15 13F Glen Eagle Advisors, LLC 52 691 -37,49 5 118 -36,79
2026-04-17 13F Morris Financial Concepts, Inc. 28 505 -5,65 2 769 -4,58
2026-04-29 13F Financial Life Advisors 2 715 -6,51 264 -5,40
2026-04-17 13F Defined Wealth Management, Llc 36 114 -1,27 3 508 -0,14
2026-02-13 13F Pine Valley Investments Ltd Liability Co 15 748 -1,75 1 512 1,07
2026-05-04 13F Bridges Investment Management Inc 10 266 -1,29 997 -0,10
2026-04-10 13F Magnus Financial Group LLC 5 359 -20,67 521 -19,75
2026-04-28 13F Argus Investors' Counsel, Inc. 4 607 -25,73 447 -24,87
2026-04-24 13F 4Thought Financial Group Inc. 89 262 -0,26 8 670 0,88
2026-05-11 13F Foundations Investment Advisors, LLC 42 499 -12,32 4 128 -11,32
2026-04-13 13F Garrett Investment Advisors LLC 13 708 -3,29 1 331 -2,20
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-15 13F Empowered Funds, LLC 0 -100,00 0 -100,00
2026-05-13 13F Calton & Associates, Inc. 2 308 -47,56 224 -46,92
2026-04-27 13F TCI Wealth Advisors, Inc. 19 903 -5,63 1 933 -4,54
2026-04-22 13F Patton Fund Management, Inc. 163 040 -3,46 15 836 -2,35
2026-04-16 13F SG Americas Securities, LLC 527 893 -67,07 51 -66,67
2026-04-07 13F Twele Capital Management, Inc. 18 978 -4,92 1 843 -3,81
2026-05-04 13F Heritage Wealth Architects, Inc. 3 803 -1,66 388 0,52
2026-05-12 13F Rsm Us Wealth Management Llc 511 239 -0,74 49 657 -0,03
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 3 260 -5,78 317 -4,82
2026-05-11 13F Allianz Asset Management GmbH 36 -99,99 3 -99,99
2026-05-12 13F Warwick Investment Management, Inc. 35 841 -5,40 3 481 -4,32
2026-04-10 13F Financial Advisory Corp 5 511 -4,44 535 -3,25
2026-05-11 13F Allianz Asset Management GmbH Put 2 145 600 -25,71 208 402 -24,86
2026-04-22 13F Samalin Investment Counsel, LLC 5 535 -3,55 538 -2,54
2026-05-13 13F Freestone Capital Holdings, LLC 112 561 -10,40 10 933 -9,37
2026-04-16 13F Lexington Hill Partners, LLC 24 687 -0,11 2 398 1,01
2026-04-29 13F Efficient Advisors, LLC 23 165 -9,85 2 250 -8,84
2026-05-13 13F Transcend Wealth Collective, Llc 8 615 -7,35 837 -6,28
2026-05-13 13F Bank Of Montreal /can/ Call 15 000 -90,91 1 457 -90,81
2026-05-13 13F Bank Of Montreal /can/ Put 845 000 -14,52 82 075 -13,54
2026-05-15 13F/A Woodline Partners LP 0 -100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 23 140 -8,13 2 248 -7,07
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-04-21 13F Aaron Wealth Advisors LLC 63 106 -0,30 6 129 0,84
2026-04-21 13F Pallas Capital Advisors LLC 19 190 -24,87 1 864 -24,02
2026-04-23 13F Ewa, Llc 2 074 -0,86 201 0,50
2026-05-01 13F Thrivent Financial For Lutherans 419 173 -10,85 40 -11,11
2026-04-15 13F Peoples Bank/KS 7 531 -3,52 731 -2,40
2026-04-29 13F Investment Research Partners LLC 7 138 -6,74 693 -5,71
2026-04-21 13F Narus Financial Partners, LLC 16 561 -1,92 1 609 -0,80
2026-05-05 13F Plante Moran Financial Advisors, LLC 16 333 -2,50 1 586 -1,37
2026-05-28 13F Henshaw Capital LLC 0 -100,00 0 -100,00
2026-05-13 13F River Wealth Advisors LLC 12 401 -2,45 1 205 -1,31
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-04-02 13F Stairway Partners, LLC 287 573 -0,10 27 932 1,04
2026-04-17 13F James J. Burns & Company, LLC 22 539 -0,04 2 189 1,11
2026-05-04 13F Principal Financial Group Inc 546 266 -1,43 53 059 -0,30
2026-05-19 13F Cim Investment Mangement Inc 47 269 -0,61 4 591 0,53
2026-04-20 13F Oak Family Advisors, Llc 5 175 -2,36 503 -1,18
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-04-10 13F Baker Tilly Financial, Llc 5 636 -2,25 547 -1,08
2026-05-14 13F Fort Point Capital Partners LLC 173 018 -3,54 16 805 -5,61
2026-04-10 13F Pure Financial Advisors, Inc. 97 939 -1,71 9 513 -0,59
2026-05-15 13F Painted Porch Advisors LLC 327 117 -44,75 31 773 -44,12
2026-04-27 13F Cresta Advisors, Ltd. 0 -100,00 0
2026-05-14 13F Allworth Financial LP 171 622 -1,27 16 670 -0,14
2026-05-12 13F Palumbo Wealth Management LLC 12 720 -0,59 1 236 0,57
2026-04-21 13F Trust Co Of Virginia /va 10 789 -5,71 1 048 -4,64
2026-04-23 13F O'Connor Financial Group LLC 10 218 -1,22 993 -4,06
2026-05-01 13F Citizens Business Bank 101 440 -2,88 9 853 -1,76
2026-05-13 13F Mpwm Advisory Solutions, Llc 115 -99,41 11 -99,41
2026-04-28 13F Fundamentun, Llc 12 480 -8,15 1 212 -7,06
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-11 13F Condor Capital Management 13 034 -1,71 1 266 -0,63
2026-05-15 13F Ascent Group, LLC 105 902 -0,63 10 286 0,51
2026-04-10 13F Windsor Capital Management, LLC 17 954 -4,41 1 744 -3,33
2026-05-04 13F N.E.W. Advisory Services LLC 1 149 -8,01 112 -6,72
2026-05-12 13F Pacific Center for Financial Services 0 -100,00 0
2026-05-12 13F Moneta Group Investment Advisors Llc 366 270 -2,46 35 576 -1,34
2026-05-08 13F Smithfield Trust Co 20 735 -0,60 2 0,00
2026-04-20 13F McKinley Carter Wealth Services, Inc. 52 202 -25,06 5 070 -24,20
2026-05-13 13F PKS Advisory Services, LLC 12 436 -5,14 1 208 -4,05
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100,00 0 -100,00
2026-05-11 13F POM Investment Strategies, LLC 0 -100,00 0
2026-04-22 13F Storen Legacy Partners, LLC 30 492 -92,93 2 962 -92,85
2026-05-15 13F/A Itau Unibanco Holding S.A. 5 000 -47,45 486 -46,88
2026-05-04 13F Procyon Private Wealth Partners, LLC 97 970 -2,02 9 516 -0,90
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-04-13 13F Uptown Financial Advisors LLC 3 253 -8,44 316 -7,62
2026-02-17 13F Tolleson Wealth Management, Inc. 92 695 -4,26 8 901 -1,53
2026-05-14 13F Great West Life Assurance Co /can/ 23 897 -69,26 2 -71,43
2026-05-07 13F Beta Wealth Group, Inc. 3 219 -23,86 313 -23,15
2026-01-16 13F Marino, Stram & Associates Llc 0 -100,00 0
2026-06-01 13F Flagship Wealth Advisors, Llc 28 276 -14,96 2 528 -20,83
2026-04-21 13F Ramiah Investment Group 10 855 -70,18 1 054 -69,84
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 60 934 -59,15 5 919 -58,69
2026-05-14 13F Financial Advisors Network, Inc. 92 841 -3,14 9 018 -2,03
2026-04-20 13F ABLE Financial Group, LLC 55 565 -1,39 5 397 -0,28
2026-05-04 13F TrustBank 7 290 -2,29 708 -1,12
2026-04-06 13F GAMMA Investing LLC 4 563 -2,46 443 -1,34
2026-02-06 13F HighTower Advisors, LLC Put 0 -100,00 0
2026-04-21 13F Red Tortoise LLC 13 713 -0,03 1 332 1,06
2026-04-20 13F Norway Savings Bank 5 205 -6,64 506 -5,61
2026-04-23 13F Members Wealth Llc 4 924 -11,10 502 -9,71
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-13 13F Family Office Research LLC 5 811 -1,19 564 -0,35
2026-04-24 13F Axis Wealth Partners, LLC 6 685 -15,94 649 -14,94
2026-05-08 13F Miller Investment Management, LP 652 026 -8,93 63 331 -7,89
2026-05-06 13F Clifford Swan Investment Counsel Llc 7 365 -1,39 715 -0,28
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-05-12 13F CBIZ Investment Advisory Services, LLC 2 996 -46,08 306 -42,59
2026-05-07 13F Johnson Financial Group, Inc. 54 300 -10,60 5 274 -9,57
2026-05-11 13F MainStreet Investment Advisors LLC 413 831 -2,12 40 195 -1,00
2026-05-15 13F Peapack Gladstone Financial Corp 72 731 -1,12 7 0,00
2026-04-30 13F Donaldson Capital Management, Llc 3 987 -22,16 387 -21,18
2026-05-14 13F Northern Oak Wealth Management Inc 34 400 -2,76 3 341 -1,65
2026-05-12 13F Icon Wealth Advisors, LLC 3 219 -42,75 322 -40,45
2026-04-17 13F Boston Private Wealth Llc 67 426 -0,82 6 549 0,32
2026-05-13 13F Lighthouse Financial LLC 22 085 -7,46 2 145 -6,37
2026-04-10 13F HT Partners LLC 450 488 -1,08 43 756 0,05
2026-01-16 13F FNY Investment Advisers, LLC Put 0 -100,00 0
2026-05-13 13F American Financial Advisors, LLC 32 034 -1,38 3 111 -0,26
2026-04-06 13F Old Port Advisors 0 -100,00 0
2026-05-15 13F Beutel, Goodman & Co Ltd. 37 794 -4,69 4 0,00
2026-05-15 13F Turim 21 Investimentos Ltda. 0 -100,00 0
2026-05-15 13F Larson Financial Group LLC 27 182 -2,06 2 640 -0,94
2026-06-03 13F CoreFirst Bank & Trust 489 -74,78 47 -74,73
2026-05-12 13F Trans-Canada Capital Inc. 2 793 -2,44 271 -1,09
2026-04-30 13F Millstone Evans Group, LLC 860 -18,87 84 -17,82
2026-05-11 13F Wells Fargo & Company/mn Put 3 540 000 -46,17 343 840 -45,55
2026-04-10 13F Revolve Wealth Partners, LLC 7 345 -5,48 713 -4,42
2026-05-15 13F Point72 Asset Management, L.P. 0 -100,00 0 -100,00
2026-04-27 13F Wbh Advisory Inc 27 999 -1,81 2 761 0,80
2026-05-04 13F Maryland State Retirement & Pension System 74 874 -26,90 7 273 -26,07
2026-05-04 13F Roberts Glore & Co Inc /il/ 5 590 -4,88 543 -3,90
2026-05-15 13F Asset Management Group, Inc. 43 944 -0,04 4 268 1,11
2026-05-15 13F Millennium Management Llc Call 1 667 200 -9,13 161 935 -8,09
2026-04-27 13F DB Fitzpatrick & Co, Inc 5 281 -3,96 513 -3,03
2026-05-15 13F Millennium Management Llc 146 150 -44,21 14 196 -43,58
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-04-07 13F First Financial Corp /in/ 24 276 -3,07 2 358 -2,00
2026-05-15 13F Millennium Management Llc Put 1 253 200 -67,83 121 723 -67,46
2026-05-11 13F Daymark Wealth Partners, Llc 29 654 -0,38 2 880 0,77
2026-04-22 13F Tred Avon Family Wealth, Llc 8 287 -2,70 805 -1,59
2026-04-07 13F Park Avenue Securities Llc 124 326 -4,10 12 0,00
2026-05-13 13F Brinker Capital Investments, LLC 250 840 -3,36 24 364 -2,25
2026-04-28 13F Berkshire Bank 7 849 -17,58 762 -16,63
2026-05-11 13F Manchester Capital Management LLC 102 -85,47 10 -86,57
2026-02-06 13F Mizuho Markets Americas Llc 0 -100,00 0
2026-04-21 13F HCR Wealth Advisors 5 559 -0,45 540 0,56
2026-05-15 13F EFG International AG 32 708 -4,17 3 177 -3,08
2026-05-04 13F Providence First Trust Co 61 111 -0,37 5 936 0,76
2026-05-08 13F Grand Wealth Management, Llc 0 -100,00 0
2026-05-05 13F Net Worth Advisory Group 3 601 -1,29 350 -0,29
2026-04-22 13F KG&L Capital Management,LLC 24 928 -4,00 2 421 -2,89
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-06 13F German American Bancorp, Inc. 9 147 -20,45 888 -19,57
2026-04-20 13F Park Edge Advisors, LLC 8 631 -36,90 838 -36,18
2026-01-23 13F Octavia Wealth Advisors, LLC 0 -100,00 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 2 456 329 -1,72 238 583 -0,59
2026-05-12 13F Stifel Financial Corp 1 513 803 -1,29 147 036 -0,15
2026-04-21 13F Sunpointe, LLC 8 959 -1,63 870 -0,46
2026-04-16 13F Aurora Private Wealth, Inc. 2 610 -15,62 0
2026-05-14 13F Coastal Bridge Advisors, LLC 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 99 013 -41,20 9 763 -39,63
2026-04-27 13F Victory Financial Group, Llc 13 315 -0,98 1 293 0,15
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-01-23 13F SimpliFi, Inc. 0 -100,00 0
2026-05-08 13F TMB Capital Partners, LLC 9 968 -0,13 968 1,04
2026-05-15 13F Strategies Wealth Advisors, LLC 198 053 -5,33 19 237 -4,25
2026-04-14 13F William Mack & Associates, Inc. 2 387 -1,24 232 -0,43
2026-04-24 13F United Community Bank 92 893 -3,85 9 023 -2,76
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 0 -100,00 0
2026-04-23 13F Powell Investment Advisors, LLC 70 949 -0,64 6 891 0,51
2026-05-12 13F Vista Private Wealth Partners. LLC 21 914 -12,33 2 278 1,97
2026-02-17 13F SIH Partners, LLLP 0 -100,00 0
2026-05-11 13F Valpey Financial Services, LLC 21 190 -2,71 2 058 -1,58
2026-04-16 13F Lincoln Capital Corp 7 421 -0,50 721 0,56
2026-04-13 13F Neumann Capital Management, LLC 30 660 -0,85 2 978 0,30
2026-04-24 13F DeLarme Wealth Management, Inc. 4 036 -13,41 392 -12,53
2026-05-05 13F Regions Financial Corp 2 076 718 -0,79 201 712 0,35
2026-05-14 13F Fft Wealth Management Llc 48 268 -7,61 4 688 -6,54
2026-05-07 13F Advisor OS, LLC 19 234 -32,81 1 868 -32,05
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-02-04 13F Ground Swell Capital, LLC 0 -100,00 0
2026-04-28 13F Interactive Financial Advisors 3 603 -4,81 350 -3,86
2026-02-10 13F Three Bridge Wealth Advisors, LLC 0 -100,00 0
2026-04-23 13F Financial & Tax Architects, LLC 210 197 -2,96 20 416 -1,85
2026-04-14 13F USA Financial Portformulas Corp 1 332 -99,80 129 -99,80
2026-05-08 13F Valeo Financial Advisors, LLC 609 439 -8,16 59 195 -7,11
2026-04-22 13F Louisbourg Investments Inc. 870 -32,82 85 -32,26
2026-05-14 13F Ballentine Partners, LLC 392 402 -0,52 38 114 0,63
2026-05-14 13F Twin Tree Management, LP Call 42 000 -91,71 4 079 -91,62
2026-05-05 13F Northstar Financial Companies, Inc. 2 319 -38,28 225 -37,50
2026-05-14 13F Financial Engines Advisors L.L.C. 1 549 749 -5,75 150 527 -4,67
2026-04-08 13F First Heartland Consultants, Inc. 33 444 -58,46 3 248 -57,99
2026-04-29 13F Frank, Rimerman Advisors LLC 19 194 -1,37 1 864 -0,21
2026-04-07 13F Sage Capital Advisors,llc 6 943 -0,07 674 1,05
2026-05-08 13F Tillman Hartley LLC 3 194 -3,04 310 -1,90
2026-04-30 13F William Howard & Co Financial Advisors Inc 30 524 -0,17 2 965 0,95
2026-04-13 13F Wolff Wiese Magana Llc 7 611 -2,35 739 -1,20
2026-04-15 13F Elevatus Welath Management 29 806 -79,29 2 895 -79,06
2026-04-21 13F Chapin Davis, Inc. 12 903 -0,81 1 253 0,32
2026-01-21 13F McElhenny Sheffield Capital Management, LLC 0 -100,00 0
2026-04-22 13F Clear Creek Financial Management, LLC 252 096 -20,34 24 490 -19,42
2026-05-08 13F Vontobel Holding Ltd. 9 643 -2,49 937 -1,37
2026-04-10 13F Summit Financial Consulting LLC 0 -100,00 0
2026-05-04 13F Genesis Wealth Advisors, LLC 17 174 -0,12 1 668 1,03
2026-05-05 13F Advisors Preferred, LLC 0 -100,00 0
2026-04-23 13F Prism Advisors, Inc. 91 865 -1,77 8 923 -0,65
2026-05-08 13F Zions Bancorporation, National Association /ut/ 8 321 -9,27 808 -8,18
2026-04-10 13F Sound Stewardship, LLC 4 709 -3,64 457 -2,56
2026-05-14 13F Twin Tree Management, LP Put 9 100 -87,98 884 -87,85
2026-05-15 13F Jain Global LLC Call 0 -100,00 0 -100,00
2026-04-07 13F Central Pacific Bank - Trust Division 28 857 -11,39 2 803 -10,39
2026-04-17 13F Signal Advisors Wealth, LLC 3 232 -9,95 314 -9,01
2026-05-04 13F Sigma Planning Corp 9 200 -0,04 894 1,13
2026-05-13 13F Alesco Advisors Llc 48 427 -1,19 4 704 -0,06
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 3 300 -0,90 321 0,31
2026-04-10 13F YHB Investment Advisors, Inc. 5 313 -4,51 516 -3,37
2026-05-06 13F Quadrant Private Wealth Management, LLC 0 -100,00 0
2026-01-27 13F Vision Capital Management, Inc. 0 -100,00 0
2026-05-18 13F Chesapeake Wealth Management 74 484 -1,47 7 235 -0,34
2026-05-08 13F Walleye Trading LLC Call 137 400 -9,07 13 346 -8,03
2026-05-04 13F Rogco, Lp 1 659 -36,44 161 -35,60
2026-02-12 13F Cibc World Markets Corp 174 013 -9,81 16 710 -3,11
2026-04-14 13F Sterling Investment Advisors Llc /adv 41 999 -0,94 4 079 0,20
2026-05-08 13F Bokf, Na 919 102 -0,70 89 272 0,44
2026-05-08 13F McAdam, LLC 37 535 -2,70 3 646 -1,59
2026-05-05 13F Capital Investment Advisory Services, LLC 2 346 -2,09 228 -1,30
2026-04-23 13F Glass Jacobson Investment Advisors llc 43 390 -2,63 4 214 -1,52
2026-05-15 13F Wealth Preservation Advisors, LLC 4 223 -53,56 410 -53,04
2026-05-14 13F Lbmc Investment Advisors, Llc 488 440 -0,34 47 442 0,80
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-04-20 13F Sowell Financial Services LLC 67 311 -5,26 6 538 -4,18
2026-05-12 13F Benjamin Edwards Inc 15 945 -5,27 1 549 -4,21
2026-05-12 13F Vestcor Inc 6 205 -5,63 1
2026-04-28 13F Stratos Wealth Advisors, LLC 7 616 -39,91 740 -39,28
2026-05-15 13F Wealth Analytics Partners, LLC 37 763 -0,77 3 668 0,36
2026-04-20 13F Brandywine Oak Private Wealth Llc 12 686 -0,24 1 232 0,90
2026-05-11 13F Waddell & Associates, Llc 44 449 -0,57 4 317 0,58
2026-04-13 13F/A Sunburst Financial Group, LLC 14 549 -2,61 1 413 -1,46
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-05-15 13F Fmr Llc 8 615 407 -1,73 836 814 -0,61
2026-04-16 13F Balboa Wealth Partners 6 377 -54,05 619 -53,53
2026-04-08 13F Towerpoint Wealth, LLC 13 689 -3,25 1 330 -2,14
2026-04-16 13F Quotient Wealth Partners, LLC 26 012 -0,49 2 527 0,64
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-30 13F Clear Street Markets Llc 600 -93,94 58 -93,89
2026-04-23 13F Forum Financial Management, LP 4 971 -10,58 483 -9,57
2026-03-06 13F Hsbc Holdings Plc Put 0 -100,00 0
2026-04-24 13F Keystone Global Partners, LLC 2 421 -27,23 235 -26,33
2026-03-06 13F Hsbc Holdings Plc Call 0 -100,00 0
2026-05-14 13F Hara Capital LLC 0 -100,00 0
2026-04-10 13F Smh Capital Advisors Inc 414 -90,30 414 1,22
2026-04-22 13F Horizon Bancorp Inc /in/ 98 147 -1,92 10 0,00
2026-05-15 13F Bragg Financial Advisors, Inc 8 704 -0,91 845 0,24
2026-04-17 13F New Covenant Trust Company, N.A. 3 772 -4,04 366 -3,94
2026-05-13 13F/A Jpmorgan Chase & Co 21 300 190 -1,01 2 003 709 -3,03
2026-05-01 13F Harwood Advisory Group, LLC 133 679 -15,05 12 984 -14,08
2026-01-14 13F Canoe Financial LP 0 -100,00 0 -100,00
2026-05-13 13F Cetera Investment Advisers 1 752 066 -6,90 170 178 -5,83
2026-05-11 13F/A GFS Advisors, LLC 10 870 -17,65 1 056 -16,73
2026-04-24 13F Strs Ohio 125 958 -18,33 12 234 -17,40
2026-05-15 13F Headinvest, Llc 10 445 -8,49 1 015 -7,48
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 88 743 -1,19 8 620 -0,06
2026-05-08 13F Prime Capital Investment Advisors, LLC 571 745 -4,05 55 534 -2,95
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-01 13F Welch & Forbes Llc 26 572 -2,21 2 581 -1,11
2026-05-07 13F Capital Performance Advisors Llp 2 498 -59,49 243 -59,12
2026-04-30 13F Private Trust Co Na 29 017 -0,44 2 818 0,71
2026-02-17 13F Parallax Volatility Advisers, L.P. 0 -100,00 0 -100,00
2026-05-13 13F GeoWealth Management, LLC 380 -2,06 37 -2,70
2026-05-15 13F 1607 Capital Partners, LLC 0 -100,00 0
2026-04-28 13F MBL Wealth, LLC 11 265 -4,09 1 094 -2,93
2026-04-24 13F Keybank National Association/oh 1 569 421 -1,00 152 438 0,13
2026-04-24 13F Medallion Wealth Advisors, LLC 2 953 -2,51 287 -1,38
2026-01-22 13F WealthBridge Investment Counsel Inc. 0 -100,00 0
2026-05-04 13F Summit Wealth Group, LLC 0 -100,00 0
2026-05-15 13F Annandale Capital, LLC 25 113 -1,75 2 0,00
2026-05-14 13F Dorsey & Whitney Trust CO LLC 44 715 -1,83 4 343 -0,71
2026-04-13 13F Trust Co 5 726 -16,92 556 -15,89
2026-04-17 13F Certified Advisory Corp 3 718 -51,25 361 -50,68
2026-04-15 13F Wealthcare Capital Management Llc 2 733 -0,69 265 0,38
2026-02-05 13F GSB Wealth Management, LLC 0 -100,00 0
2026-05-07 13F Meeder Advisory Services, Inc. 13 414 -1,06 1 303 0,08
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-05-14 13F Boreal Capital Management LLC 2 047 -35,55 199 -34,87
2026-05-15 13F Aristotle Capital Management, LLC 467 080 -22,59 45 369 -21,71
2026-05-11 13F West Wealth Group, LLC 2 111 -21,00 205 -19,92
2026-04-15 13F Trust Point Inc. 16 230 -2,17 1 576 -1,07
2026-04-06 13F WASHINGTON TRUST Co 111 418 -0,62 10 822 0,52
2026-05-12 13F Argentarii, LLC 2 980 -19,91 289 -19,05
2026-04-16 13F Diversified Trust Co 145 992 -1,88 14 180 -0,76
2026-05-14 13F Granby Capital Management, LLC 100 000 -6,54 9 713 -5,41
2026-05-15 13F Tradition Wealth Management, LLC 4 901 -6,90 476 -5,74
2026-05-15 13F Bank Of America Corp /de/ 39 633 936 -1,45 3 849 644 -0,32
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-04-22 13F Spire Wealth Management 128 374 -3,52 12 469 -2,41
2026-04-21 13F Waterway Wealth Management, LLC 147 714 -28,71 14 347 -27,89
2026-05-06 13F Elyxium Wealth, LLC 30 159 -1,73 2 929 -0,61
2026-06-01 13F Caerus Investment Advisors, LLC 69 979 -2,17 6 797 -1,03
2026-04-20 13F Tanglewood Wealth Management, Inc. 274 240 -3,04 26 637 -1,93
2026-05-14 13F Atomi Financial Group, Inc. 69 270 -2,25 6 728 -1,13
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2 258 978 -0,12 219 415 1,02
2026-04-08 13F Gilman Hill Asset Management, LLC 5 231 -4,21 508 -3,05
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 4 050 -72,26 0 -100,00
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 124 058 -0,51 12 050 0,63
2026-04-08 13F David J Yvars Group 11 335 -2,41 1 101 -1,26
2026-04-13 13F Ullmann Financial Group, Inc. 6 775 -15,12 658 -12,73
2026-05-07 13F Florida Financial Advisors, Llc 4 157 -24,25 404 -23,53
2026-01-30 13F BancorpSouth Bank 69 369 -0,33 6 662 2,51
2026-04-15 13F Wolff Financial Management Llc 15 280 -1,48 1 484 -0,34
2026-04-23 13F iA Global Asset Management Inc. 163 767 -6,95 16 -6,25
2026-04-29 13F Bank Of Stockton 5 510 -10,99 535 -9,93
2026-05-13 13F BlackRock, Inc. Call 1 641 000 -47,69 159 390 -47,09
2026-04-29 13F Sigma Investment Counselors Inc 40 875 -13,25 3 970 -12,25
2026-05-06 13F LPL Financial LLC 5 653 849 -3,70 549 158 -2,60
2026-05-28 13F Blue Fin Capital, Inc. 3 116 -24,57 303 -23,74
2026-05-04 13F MEMBERS Trust Co 13 801 -1,16 1 340 0,00
2026-02-05 13F Wgi Dm, Llc 0 -100,00 0 -100,00
2026-04-15 13F Trellis Wealth Advisors LLC 0 -100,00 0
2026-04-21 13F SpringVest Wealth Management LLC 0 -100,00 0
2026-04-13 13F Colorado Capital Management, Inc. 5 799 -0,12 1
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-10 13F Lake Hills Wealth Management, LLC 0 -100,00 0
2026-05-08 13F Burke & Herbert Bank & Trust Co 57 536 -0,01 5 588 1,14
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 691 834 -37,90 67 397 -38,46
2026-04-24 13F Lynx Investment Advisory 2 615 -57,07 254 -56,75
2026-05-08 13F Pnc Financial Services Group, Inc. 8 399 549 -0,68 815 848 0,45
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-17 13F Kennebec Savings Bank 515 -12,71 50 -10,71
2026-04-16 13F Kavar Capital Partners Group, Llc 5 425 -0,77 527 0,38
2026-04-10 13F Corepath Wealth Partners Llc 117 637 -2,23 12 021 0,51
2026-05-05 13F Three Seasons Wealth, LLC 0 -100,00 0
2026-04-30 13F Petix & Botte Co 1 577 -50,00 306 1,32
2026-05-12 13F Ramirez Asset Management, Inc. 100 -75,00 10 -76,32
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 8 024 -2,18 779 -1,02
2026-04-28 13F Integrated Advisors Network LLC 23 039 -75,93 2 238 -75,66
2026-05-11 13F Biltmore Family Office, LLC 21 276 -1,01 2 067 0,15
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-01-14 13F Clarius Group, LLC 2 128 -5,34 204 -2,39
2026-04-07 13F Trinity Financial Advisors LLC 20 571 -7,82 1 998 -6,72
2026-04-22 13F Foundation Wealth Management, LLC\PA 79 663 -1,27 7 738 -0,14
2026-05-08 13F M1 Capital Management LLC 7 773 -84,57 755 -84,41
2026-05-14 13F Hackensack Meridian Health, Inc. 2 382 932 -2,38 231 454 -1,26
2026-05-15 13F/A EverSource Wealth Advisors, LLC 145 421 -5,19 14 125 -4,10
2026-02-13 13F/A Alberta Investment Management Corp 0 -100,00 0
2026-05-01 13F Mutual Advisors, LLC 29 565 -16,44 2 872 -15,48
2026-05-05 13F Wagner Wealth Management, Corp 6 457 -16,13 627 -15,16
2026-04-24 13F Argent Advisors, Inc. 8 288 -0,53 805 0,63
2026-05-04 13F Legacy Capital Group California, Inc. 15 104 -16,72 1 467 -15,74
2026-05-06 13F Gs Investments, Inc. 27 983 -0,05 2 718 1,08
2026-05-12 13F Bank of Jackson Hole Trust 91 559 -0,27 8 893 0,87
2026-04-28 13F Whittier Trust Co 164 072 -0,39 16 159 -0,19
2026-05-13 13F AE Wealth Management LLC 16 092 -47,15 1 563 -46,56
2026-05-15 13F Alliancebernstein L.p. 512 464 -61,92 49 212 -61,92
2026-04-27 13F Sharp Financial Services, LLC 0 -100,00 0
2026-05-08 13F Firestone Capital Management 15 522 -1,54 1 508 -0,40
2026-05-13 13F Kovitz Investment Group Partners, LLC 12 720 -0,27 1 236 0,90
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-04-13 13F Runnymede Capital Advisors, Inc. 0 -100,00 0
2026-04-08 13F RVW Wealth, LLC 142 111 -0,46 13 803 0,68
2026-01-26 13F WorthPointe, LLC 0 -100,00 0
2026-04-30 13F Roman Butler Fullerton & Co 15 256 -15,07 1 559 -12,72
2026-05-12 13F Stephenson & Company, Inc. 10 218 -0,38 992 0,81
2026-05-15 13F Destination Wealth Management Call 0 -100,00 0 -100,00
2026-04-10 13F Green Ridge Wealth Planning LLC 8 962 -4,32 870 -3,23
2026-04-22 13F Onyx Bridge Wealth Group LLC 2 807 -5,68 273 -4,56
2026-02-13 13F Seven Mile Advisory 0 -100,00 0
2026-04-27 13F Meramec Financial Planners, LLC 5 841 -0,48 607 0,66
2026-05-05 13F NerdWallet Wealth Partners, LLC 13 357 -1,32 1 297 -0,15
2026-04-13 13F Chesley Taft & Associates LLC 135 426 -0,29 13 154 0,85
2026-05-05 13F UBS Group AG Call 1 199 579 -27,42 116 515 -26,59
2026-01-20 13F Harbor Capital Advisors, Inc. 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 1 767 -64,81 172 -64,67
2026-05-15 13F Copley Financial Group, Inc. 2 585 -9,58 251 -8,39
2026-05-06 13F Assetmark, Inc 31 463 -5,65 3 056 -4,56
2026-04-29 13F Resonant Capital Advisors, LLC 21 767 -1,38 2 114 -0,24
2026-04-24 13F ERn Financial, LLC 69 363 -6,29 6 737 -5,22
2026-04-13 13F Bnc Wealth Management, Llc 0 -100,00 0
2026-04-15 13F Johnson & White Wealth Management, LLC 28 964 -3,88 2 813 -2,77
2026-05-15 13F Castleark Management Llc 0 -100,00 0
2026-05-07 13F Allium Financial Advisors, Llc 2 151 -4,44 209 -3,70
2026-01-07 13F Qp Wealth Management, Llc 0 -100,00 0
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 39 -56,18 4 -62,50
2026-05-07 13F Crewe Advisors LLC 84 977 -0,05 8 254 1,09
2026-05-06 13F Cedar Point Capital Partners, LLC 0 -100,00 0
2026-04-15 13F Cypress Financial Planning Llc 8 894 -2,56 864 -1,93
2026-04-15 13F Parsons Capital Management Inc/ri 19 609 -4,25 1 905 -3,15
2026-05-14 13F Marshall Wace, Llp Put 0 -100,00 0 -100,00
2026-05-14 13F Marshall Wace, Llp Call 0 -100,00 0 -100,00
2026-04-07 13F CoreCap Advisors, LLC 1 488 -97,27 145 -97,25
2026-04-01 13F Vigilare Wealth Management 0 -100,00 0
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 46 719 -3,02 4 538 -1,92
2026-05-14 13F Beaird Harris Wealth Management, LLC 7 214 -3,09 701 -1,96
2026-04-28 13F Belpointe Asset Management LLC 42 028 -13,62 4 082 -12,63
2026-05-06 13F ProVise Management Group, LLC 16 222 -0,61 1 576 0,51
2026-04-24 13F National Asset Management, Inc. 24 408 -5,42 2 296 -7,34
2026-05-13 13F Arvest Bank Trust Division 1 300 889 -2,46 126 355 -1,35
2026-04-23 13F Embree Financial Group 23 646 -0,22 2 297 0,92
2026-05-12 13F One Capital Management, LLC 105 248 -4,12 10 223 -3,03
2026-04-23 13F Harbor Investment Advisory, Llc 77 932 -0,13 7 570 1,01
2026-05-14 13F Gwn Securities Inc. 3 005 -69,81 292 -69,53
2026-02-17 13F Price T Rowe Associates Inc /md/ 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 3 987 -25,24 387 -24,41
2026-04-28 13F Lansing Street Advisors 9 243 -10,46 898 -9,49
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-04-29 13F Mirae Asset Securities (usa) Inc. Put 0 -100,00 0
2026-04-29 13F Mirae Asset Securities (usa) Inc. 0 -100,00 0
2026-04-20 13F City State Bank 1 610 -3,59 156 -2,50
2026-05-07 13F Wcm Investment Management, Llc 98 215 -93,57 9 239 -93,72
2026-05-15 13F Talon Private Wealth, LLC 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 890 -57,84 86 -57,43
2026-04-20 13F Morton Brown Family Wealth, LLC 33 726 -0,30 3 276 0,83
2026-05-15 13F Harding Loevner Lp 3 952 -79,22 384 -79,03
2026-04-27 13F Pensionmark Financial Group, Llc 63 733 -1,52 6 190 -0,39
2026-05-04 13F Savant Capital, LLC 516 567 -6,83 50 174 -5,77
2026-04-30 13F Conning Inc. 108 490 -12,36 10 538 -11,36
2026-05-15 13F Smartleaf Asset Management LLC 9 148 -23,35 861 -25,28
2026-04-07 13F City Center Advisors, LLC 19 290 -0,19 1 874 0,97
2026-05-08 13F Addison Advisors LLC 998 -4,22 97 -4,00
2026-04-22 13F TruNorth Capital Management, LLC 7 634 -1,70 741 -0,54
2026-04-20 13F Fiduciary Alliance LLC 6 560 -10,26 678 -3,42
2026-05-15 13F Harbour Investments, Inc. 18 672 -34,13 1 814 -33,39
2026-04-20 13F Contravisory Investment Management, Inc. 8 411 -10,81 817 -9,83
2026-05-15 13F Credit Agricole S A 81 816 -20,72 7 947 -19,81
2026-04-30 13F Verdence Capital Advisors LLC 249 625 -1,22 24 246 -0,09
2026-04-30 13F LRI Investments, LLC 0 -100,00 0
2026-04-28 13F Appleton Partners Inc/ma 30 339 -0,53 3 0,00
2026-04-16 13F Ironwood Financial, llc 84 415 -0,15 8 199 -2,43
2026-05-05 13F Beaumont Financial Advisors, LLC 10 195 -18,52 990 -17,57
2026-05-05 13F Altman Advisors, Inc. 0 -100,00 0
2026-05-15 13F Quest Investment Management Llc 240 523 -0,02 23 362 1,13
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-05-14 13F Neuberger Berman Group LLC 31 981 -51,40 3 106 -50,85
2026-04-08 13F Clarus Wealth Advisors 0 -100,00 0
2026-05-07 13F Lorne Steinberg Wealth Management Inc. 0 -100,00 0
2026-04-29 13F Presper Financial Architects, LLC 138 089 -17,49 13 413 -16,55
2026-05-12 13F Invesco Ltd. 11 089 -81,73 1 077 -81,52
2026-02-23 13F Kera Capital Partners, Inc. 0 -100,00 0
2026-05-04 13F Checchi Capital Advisers, LLC 113 000 -2,05 10 976 -0,93
2026-05-04 13F Checchi Capital Advisers, LLC Put 239 400 -6,67 23 253 -5,60
2026-05-06 13F Hartland & Co., LLC 511 505 -2,23 49 682 -1,11
2026-05-15 13F Vestmark Advisory Solutions, Inc. 62 234 -21,04 6 045 -20,14
2026-04-15 13F Norden Group Llc 16 971 -1,50 1 648 -0,36
2026-05-07 13F Liberty Square Wealth Partners Llc 3 732 -44,03 362 -43,44
2026-05-13 13F First Citizens Bank & Trust Co 51 931 -11,59 5 044 -10,57
2026-04-14 13F BSW Wealth Partners 55 587 -4,02 5 399 -2,91
2026-05-14 13F Venture Visionary Partners LLC 106 200 -0,41 10 315 0,74
2026-04-08 13F Asempa Wealth Advisors 2 522 -0,04 249 2,48
2026-04-09 13F Veracity Capital LLC 19 206 -2,80 1 865 -1,69
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 38 099 -95,76 3 701 -95,72
2026-05-12 13F WCG Wealth Advisors LLC 11 222 -56,52 1 090 -56,05
2026-05-14 13F Bank Of Hawaii 24 601 -0,37 2 389 0,76
2026-05-15 13F Van Den Berg Management I, Inc 0 -100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 0 -100,00 0
2026-05-14 13F We Are One Seven, LLC 38 601 -42,59 3 749 -41,94
2026-05-06 13F Jennison Associates Llc 4 755 -20,38 462 -19,55
2026-05-28 13F Cozad Asset Management Inc 3 950 -5,09 384 -4,01
2026-05-01 13F Associated Banc-corp 25 810 -0,03 2 507 1,09
2026-05-07 13F REDW Wealth LLC 3 675 -7,59 357 -6,56
2026-05-15 13F Morgan Stanley 29 921 159 -5,37 2 906 243 -4,28
2026-05-13 13F Archvest Wealth Advisors, Inc. 5 482 -48,40 532 -47,84
2026-05-15 13F Squarepoint Ops LLC 24 824 -97,69 2 411 -97,67
2026-04-14 13F Arvest Investments, Inc. 98 828 -3,55 9 599 -2,45
2026-05-12 13F/A Lepercq De Neuflize Asset Management LLC 183 230 -60,68 17 797 -60,23
2026-04-22 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-05-11 13F HBK Sorce Advisory LLC 29 447 -3,58 3 061 -2,30
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 10 693 -6,01 1 039 -4,95
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 146 409 -0,32 14 420 -0,12
2026-05-11 13F Montis Financial, LLC 31 762 -5,24 3 085 -4,13
2026-05-15 13F Squarepoint Ops LLC Put 2 770 600 -34,57 269 108 -33,82
2026-05-15 13F Squarepoint Ops LLC Call 2 271 000 -6,30 220 582 -5,23
2026-04-08 13F Sharkey, Howes & Javer 4 677 -4,26 454 -3,20
2026-04-27 13F Iron Financial, LLC 2 345 -5,21 228 -4,22
2026-04-17 13F Legacy Wealth Partners, LLC 18 056 -0,06 1 754 1,10
2026-05-15 13F Alpine Global Management, LLC 0 -100,00 0
2026-05-04 13F WP Advisors, LLC 5 462 -3,24 530 -2,21
2026-05-05 13F Tortoise Investment Management, LLC 14 569 -2,60 1 415 -1,46
2026-04-29 13F Cary Street Partner Investment Advisory Llc 690 -31,14 67 -30,21
2026-05-15 13F Torno Capital, Llc 0 -100,00 0
2026-04-20 13F Foster Victor Wealth Advisors, LLC 3 949 -1,18 409 3,02
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 790 -27,39 77 -26,92
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 61 020 -0,26 5 927 0,87
2026-04-15 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-04-10 13F Cooke Wealth Management, LLC 75 342 -2,89 7 318 -5,01
2026-05-05 13F Crestwood Advisors Group LLC 118 559 -1,73 11 516 -0,60
2026-05-12 13F Fiera Capital Corp 505 139 -1,99 49 064 -0,86
2026-05-13 13F Hirtle Callaghan & Co LLC 1 999 325 -0,41 194 194 0,73
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 522 865 -0,05 50 786 1,10
2026-05-11 13F Summitry Llc 0 -100,00 0
2026-05-14 13F Capital Fund Management S.a. Call 51 400 -66,82 4 992 -66,44
2026-05-08 13F Buck Wealth Strategies, LLC 0 -100,00 0
2026-05-15 13F DV Trading LLC 29 562 -28,45 2 871 -27,63
2026-05-14 13F Capital Fund Management S.a. Put 34 500 -60,39 3 351 -59,95
2026-04-09 13F Shulman DeMeo Asset Management LLC 144 941 -1,69 14 078 -0,57
2026-04-29 13F Clear Point Advisors Inc. 0 -100,00 0
2026-05-13 13F Argent Trust Co 72 919 -0,61 7 083 0,53
2026-05-14 13F Catalytic Wealth RIA, LLC 30 890 -2,31 3 000 -1,19
2026-05-13 13F Keystone Wealth Services, LLC 11 545 -3,82 1 121 -2,69
2026-04-10 13F PFW Advisors LLC 39 328 -0,02 3 820 1,11
2026-05-14 13F Pinnacle Family Advisors, LLC 69 035 -30,77 6 705 -29,97
2026-05-27 13F Security Financial Services, INC. 7 813 -2,82 759 -1,81
2026-05-04 13F Lutz Financial Services LLC 8 109 -0,22 788 0,90
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-01 13F Valmark Advisers, Inc. 319 388 -61,11 31 022 -60,67
2026-04-30 13F WealthCare Asset Management, LLC 0 -100,00 0
2026-04-15 13F Hengehold Capital Management Llc 37 887 -3,33 3 680 -2,21
2026-04-17 13F Murphy & Mullick Capital Management Corp 362 -23,79 35 -22,22
2026-02-10 13F Transatlantique Private Wealth Llc 0 -100,00 0
2026-05-14 13F Rialto Wealth Management, LLC 28 487 -0,61 2 767 0,51
2026-05-04 13F Greenspring Advisors, LLC 9 867 -0,32 958 0,84
2026-05-07 13F Midland Wealth Advisors Llc 16 973 -16,92 1 649 -15,96
2026-04-23 13F Fairway Wealth LLC 22 182 -1,29 2 155 -0,19
2026-04-07 13F Fragasso Group Inc. 47 532 -0,28 4 681 2,27
2026-04-28 13F BLB&B Advisors, LLC 26 682 -0,11 2 592 1,01
2026-02-11 13F Winnow Wealth Llc 0 -100,00 0
2026-05-15 13F Keating Financial Advisory Services, Inc. 4 417 -83,30 429 -83,10
2026-05-15 13F Change Path, LLC 87 439 -5,89 8 493 -4,81
2026-05-13 13F Prudential Financial Inc 1 955 533 -8,90 189 941 -7,85
2026-04-29 13F Tilson Financial Group, Inc. 6 300 -1,55 612 -0,49
2026-04-10 13F Charles Schwab Trust Co 5 784 -18,95 562 -18,10
2026-05-08 13F Generation Capital Management LLC 0 -100,00 0
2026-05-07 13F JMG Financial Group, Ltd. 43 676 -0,29 4 242 0,86
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 51 138 -9,47 4 967 -8,43
2026-05-05 13F Allspring Global Investments Holdings, LLC 464 659 -7,53 45 820 -6,03
2026-05-06 13F Modera Wealth Management, LLC 533 450 -1,28 51 814 -0,14
2026-05-12 13F Summit Trail Advisors, Llc 297 759 -6,17 28 921 -5,09
2026-04-17 13F Sovereign Financial Group, Inc. 12 479 -7,20 1 212 -6,12
2026-05-12 13F Leavell Investment Management, Inc. 3 333 -0,89 324 0,31
2026-05-15 13F Balyasny Asset Management Llc Put 9 900 -83,80 962 -83,62
2026-04-09 13F CRA Financial Services, LLC 2 323 -9,96 226 -8,91
2026-04-08 13F Canandaigua National Trust Co of Florida 28 172 -13,73 2 736 -12,76
2026-04-28 13F GM Advisory Group, Inc. 25 049 -5,65 2 433 -4,55
2026-04-08 13F Woodstock Corp 28 580 -0,35 2 776 0,76
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 70 125 -10,59 6 811 -9,56
2026-04-10 13F Lifestyle Asset Management, Inc. 0 -100,00 0
2026-04-22 13F Formidable Asset Management, LLC 5 850 -28,02 562 -25,99
2026-04-22 13F Arcadia Investment Management Corp/mi 25 628 -0,77 2 489 0,36
2026-04-27 13F Soltis Investment Advisors LLC 7 418 -1,53 720 -0,41
2026-04-22 13F Churchill Financial Advisors, LLC 2 497 -0,12 243 0,83
2026-05-15 13F Blueprint Investment Partners LLC 0 -100,00 0
2026-04-23 13F Summit Wealth Group Llc / Co 3 521 -0,56 342 0,29
2026-05-13 13F Capital International Investors 1 399 310 -28,84 131 633 -30,59
2026-05-15 13F Measured Risk Portfolios, Inc. 6 943 -1,55 674 -0,44
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-04-24 13F Bedminster, LLC 9 994 -9,87 971 -8,83
2026-05-08 13F Curtis Advisory Group, LLC 0 -100,00 0
2026-05-11 13F Hansen & Associates Financial Group, Inc. 11 409 -40,53 1 118 -44,07
2026-04-16 13F Telos Capital Management, Inc. 5 009 -2,70 487 -1,62
2026-05-05 13F Cherry Tree Wealth Management, LLC 1 651 -7,35 160 -6,43
2026-05-05 13F LOM Asset Management Ltd 24 670 -0,26 2 396 0,88
2026-05-08 13F Align Financial, LLC 1 515 -98,96 147 1,38
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-29 13F Childress Capital Advisors, Llc 24 662 -5,28 2 396 -4,20
2026-04-27 13F Tsfg, Llc 3 246 -0,06 0
2026-05-06 13F Vista Capital Partners, Inc. 4 388 -19,09 426 -18,08
2026-05-08 13F Truepoint, Inc. 9 498 -12,30 923 -11,35
2026-04-22 13F Stone House Investment Management, LLC 618 -2,68 60 0,00
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 3 064 -13,30 0
2026-04-06 13F Washington Trust Advisors, Inc. 8 901 -59,57 865 -59,13
2026-04-15 13F DAVENPORT & Co LLC 62 148 -47,39 6 036 -46,79
2026-04-20 13F Longview Financial Advisors LLC 728 -26,32 71 -25,53
2026-05-12 13F M&t Bank Corp 1 601 703 -1,54 155 573 -0,41
2026-05-05 13F Aventura Private Wealth, LLC 5 440 -0,44 528 0,76
2026-05-11 13F Sargent Investment Group, LLC 2 645 -13,14 257 -12,33
2026-04-30 13F Ramsay, Stattman, Vela & Price, Inc. 58 983 -0,16 5 729 1,00
2026-04-13 13F GoalVest Advisory LLC 0 -100,00 0
2026-04-28 13F Quent Capital, LLC 173 691 -0,44 16 871 0,70
2026-04-27 13F Transcendent Capital Group LLC 4 299 -1,89 418 -0,71
2026-05-11 13F Madden Advisory Services, Inc. 104 785 -0,11 10 178 1,03
2026-01-07 13F IAM Advisory, LLC 0 -100,00 0
2026-04-23 13F Tarbox Family Office, Inc. 48 883 -0,79 4 748 0,34
2026-05-15 13F Nearwater Capital Markets, Ltd 0 -100,00 0
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 29 511 -0,55 2 866 0,60
2026-05-13 13F Dynamic Wealth Strategies, LLC 59 372 -1,63 5 767 -0,52
2026-04-30 13F Capstone Capital Management Ltd 0 -100,00 0
2026-04-09 13F Baron Financial Group, LLC 74 781 -0,60 7 263 0,54
2026-04-20 13F Parkway Wealth Management Group, LLC 60 282 -16,65 6 146 -11,52
2026-05-14 13F EP Wealth Advisors, Inc. 266 554 -3,76 25 890 -2,65
2026-02-17 13F SummitTX Capital, L.P. 0 -100,00 0
2026-04-09 13F Noble Family Wealth, LLC 139 167 -0,02 13 517 1,13
2026-05-13 13F NewEdge Wealth, LLC 515 417 -5,85 50 062 -4,77
2026-04-28 13F Stratos Wealth Partners, LTD. 28 386 -80,38 2 757 -80,16
2026-04-14 13F Flower City Capital 57 567 -1,19 5 591 -0,05
2026-04-16 13F Phillips Financial Management, Llc 53 531 -26,31 5 199 -25,47
2026-05-04 13F Calamos Advisors LLC Put 505 000 -0,20 48 495 2,65
2026-04-27 13F Arrien Investments, Inc. 259 409 -0,95 25 196 0,18
2026-05-15 13F Tower Research Capital LLC (TRC) 17 -99,95 2 -99,97
2026-04-01 13F First Financial Bank - Trust Division 97 564 -2,35 9 476 -1,23
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 35 196 -0,88 3 419 0,26
2026-04-09 13F Park Place Capital Corp 4 075 -8,03 396 -7,06
2026-05-06 13F Mechanics Financial Corp 114 352 -1,42 11 107 -0,29
2026-05-12 13F Laurel Wealth Advisors LLC 35 967 -1,36 3 739 6,80
2026-02-17 13F Dark Forest Capital Management Lp Put 0 -100,00 0 -100,00
2026-05-02 13F Genus Capital Management Inc. 27 389 -43,13 2 660 -42,47
2026-04-28 13F Arbor Investment Advisors, LLC 287 731 -0,74 27 947 0,40
2026-02-06 13F Keystone Financial Group 0 -100,00 0 -100,00
2026-05-12 13F Tocqueville Asset Management L.p. 11 387 -1,30 1 106 -0,09
2026-05-13 13F Signature Equity Partners, LLC 346 -42,72 34 -43,10
2026-05-11 13F Knights of Columbus Asset Advisors LLC 2 453 -10,05 238 -8,81
2026-05-12 13F Ameritas Advisory Services, LLC 19 838 -3,93 1 927 -2,87
2026-05-15 13F Massar Capital Management, LP 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 15 473 -22,47 1 486 -20,29
2026-04-15 13F Sightline Wealth Advisors, LLC 5 675 -2,19 551 -1,08
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 7 998 -3,96 777 -2,88
2026-04-13 13F Gateway Investment Advisers Llc 111 223 -1,59 10 803 -0,46
2026-02-17 13F Css Llc/il Call 0 -100,00 0 -100,00
2026-05-15 13F Hancock Whitney Corp 698 183 -3,80 71 398 2,44
2026-05-14 13F Wealth Alliance 0 -100,00 0
2026-05-05 13F Holistic Financial Partners 9 863 -0,35 958 0,74
2026-04-21 13F Claro Advisors LLC 3 298 -10,38 320 -9,35
2026-04-13 13F Highland Capital Management, Llc 14 070 -2,16 1 367 -1,01
2026-04-20 13F Independence Wealth Advisors, LLC 17 332 -47,19 1 683 -46,59
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 5 544 -1,39 538 -0,19
2026-04-28 13F Lee Danner & Bass Inc 18 652 -0,27 1 812 0,89
2026-05-15 13F AlphaCore Capital LLC 18 692 -0,67 1 816 0,44
2026-04-29 13F Burney Co/ 9 967 -0,14 968 1,04
2026-04-30 13F Accredited Investors Inc. 572 146 -5,67 55 573 -4,59
2026-04-23 13F Mayflower Financial Advisors, LLC 18 565 -4,12 1 803 -3,01
2026-05-13 13F Archetype Wealth Partners 3 968 -0,50 0
2026-04-07 13F Boltwood Capital Management 32 052 -0,09 3 113 1,07
2026-05-01 13F CMG Global Holdings, LLC 32 047 -0,55 3 113 -5,09
2026-04-16 13F Genesis Private Wealth, Llc 0 -100,00 0
2026-05-11 13F F/M Investments LLC 0 -100,00 0
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-05-01 13F BKD Wealth Advisors, LLC 75 174 -3,11 7 302 -2,00
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2 755 -13,20 268 -12,17
2026-04-21 13F Sage Financial Management Group, Inc. 107 174 -0,17 10 410 0,97
2026-04-10 13F Capital Advantage, Inc. 93 309 -2,09 9 063 -0,96
2026-02-13 13F Sei Investments Co 63 732 -9,02 6 120 -6,42
2026-02-17 13F Creative Planning Put 0 -100,00 0 -100,00
2026-05-06 13F North Star Asset Management Inc 5 364 -0,19 521 0,97
2026-04-08 13F Pines Wealth Management, LLC 3 652 -8,43 355 -7,33
2026-05-12 13F Awm Capital, Llc 7 000 -3,51 680 -2,44
2026-05-04 13F Copia Wealth Management 28 444 -18,59 2 763 -17,68
2026-05-05 13F Bank of New York Mellon Corp 7 860 158 -0,88 763 457 0,26
2026-05-11 13F Easterly Investment Partners Llc 6 131 -28,97 596 -28,14
2026-05-05 13F Bank of New York Mellon Corp Call 132 600 -5,89 12 879 -4,81
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 5 183 -1,61 503 -0,40
2026-04-24 13F KC Investment Advisors, LLC 2 951 -5,99 287 -4,98
2026-04-29 13F Advance Capital Management, Inc. 2 144 -0,92 208 0,48
2026-05-11 13F Partners in Financial Planning 11 183 -4,08 1 086 -2,95
2026-04-23 13F Ironwood Wealth Management, LLC. 11 946 -0,62 1 160 0,52
2026-05-11 13F Integrity Alliance, Llc. 151 624 -18,60 14 727 -17,66
2026-05-13 13F Lido Advisors, LLC Put 12 200 -65,73 1 185 -65,36
2026-04-24 13F Livet Wealth, LLC 3 083 -10,25 299 -9,12
2026-04-22 13F BigSur Wealth Management LLC 17 938 -33,41 1 742 -32,64
2026-05-04 13F Conservest Capital Advisors, Inc. 5 337 -11,71 518 -10,69
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-05-05 13F Fisher Asset Management, LLC 25 172 -22,46 2 445 -21,56
2026-04-16 13F XML Financial, LLC 40 663 -0,78 3 950 0,36
2026-05-07 13F Sentinel Trust Co Lba 11 873 -2,18 1 0,00
2026-05-15 13F North Berkeley Wealth Management, LLC 5 141 -1,91 499 -0,80
2026-04-23 13F Simmons Bank 110 845 -1,84 10 766 -0,71
2026-05-04 13F Brickley Wealth Management 140 863 -0,37 13 682 0,77
2026-04-10 13F Lwm Advisors Inc 140 670 -1,19 13 663 -0,06
2026-05-14 13F Redwood Investment Management, Llc 422 551 -10,17 41 -8,89
2026-05-12 13F Jane Street Group, Llc Put 7 057 300 -10,69 685 476 -9,67
2026-04-03 13F Global Wealth Strategies & Associates 0 -100,00 0
2026-05-13 13F Richard W. Paul & Associates, LLC 62 361 -0,43 6 057 0,71
2026-04-30 13F SkyOak Wealth, LLC 6 636 -0,15 645 0,94
2026-05-01 13F Bensler, LLC 0 -100,00 0
2026-05-12 13F Insigneo Advisory Services, Llc 14 193 -8,77 1 379 -7,76
2026-04-08 13F Orrstown Financial Services Inc 12 967 -1,63 1 259 -0,47
2026-05-13 13F Douglass Winthrop Advisors, LLC 23 147 -10,54 2 248 -9,50
2026-05-14 13F Camarda Financial Advisors, LLC 0 -100,00 0
2026-05-14 13F Banco Bilbao Vizcaya Argentaria, S.a. 10 377 -77,34 988 -77,56
2026-05-15 13F Citadel Advisors Llc Put 1 461 200 -59,19 141 926 -58,72
2026-05-15 13F Citadel Advisors Llc 88 309 -87,14 8 577 -86,99
2026-04-21 13F BCS Private Wealth Management, Inc. 2 854 -22,63 277 -21,75
2026-05-06 13F Quest 10 Wealth Builders, Inc. 154 -1,91 15 -6,67
2026-05-14 13F Pinnacle Financial Partners, Inc. 834 090 -6,84 81 018 -5,77
2026-02-13 13F Graney & King, LLC 0 -100,00 0
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 61 000 -59,60 5 925 -59,14
2026-04-14 13F SNS Financial Group, LLC 126 156 -3,24 12 253 -2,13
2026-04-21 13F Verity Asset Management, Inc. 0 -100,00 0
2026-04-16 13F Westmount Partners, LLC 25 057 -0,02 2 434 1,12
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 73 682 -4,72 7 157 -3,64
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-05-11 13F Ashton Thomas Private Wealth, LLC 86 458 -12,96 8 398 -11,97
2026-04-22 13F Sykon Capital Llc 3 423 -95,47 332 -95,43
2026-04-07 13F Farmers Trust Co 28 980 -5,55 2 815 -4,48
2026-04-15 13F Stordahl Capital Management, Inc. 15 128 -5,84 1 469 -4,73
2026-02-10 13F ShoreHaven Wealth Partners, LLC 0 -100,00 0
2026-01-21 13F NovaPoint Capital, LLC 0 -100,00 0
2026-04-27 13F BIP Wealth, LLC 605 879 -5,72 58 849 -4,64
2026-05-07 13F Boston Common Asset Management, LLC 5 508 -80,16 535 -79,92
2026-05-07 13F Dakota Wealth Management 3 080 -40,01 299 -39,35
2026-05-08 13F Fund Evaluation Group, LLC 70 132 -1,29 6 720 -1,70
2026-05-08 13F Gen-Wealth Partners Inc 9 919 -0,39 963 0,73
2026-04-21 13F GHP Investment Advisors, Inc. 4 807 -0,02 467 1,08
2026-05-11 13F Newport Capital Group, LLC 21 164 -7,23 2 056 -6,16
2026-04-24 13F Saxony Capital Management, LLC 0 -100,00 0
2026-05-08 13F MPS Loria Financial Planners, LLC 31 453 -5,41 3 055 -4,32
2026-04-21 13F Maltin Wealth Management, Inc. 2 631 -73,98 256 -65,21
2026-05-15 13F Old Mission Capital Llc 0 -100,00 0 -100,00
2026-04-08 13F NorthCrest Asset Manangement, LLC 4 108 -15,14 403 -15,37
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 788 080 -0,07 76 546 1,07
2026-04-07 13F Abacus Planning Group, Inc. 19 244 -1,04 1 869 0,11
2026-04-24 13F Zwj Investment Counsel Inc 0 -100,00 0
2026-04-10 13F Melfa Wealth Management, Llc 3 100 -3,88 301 -2,59
2026-05-14 13F Modern Wealth Management, LLC 40 135 -89,95 3 958 -89,68
2026-04-30 13F Personal Cfo Solutions, Llc 7 062 -18,22 686 -17,37
2026-05-15 13F Toroso Investments, LLC 0 -100,00 0
2026-02-13 13F Centiva Capital, LP Put 0 -100,00 0
2026-04-17 13F Watershed Private Wealth Llc 3 205 -0,53 311 0,65
2026-05-11 13F Evermay Wealth Management Llc 20 613 -13,31 2 002 -12,31
2026-05-05 13F Investment Partners, Ltd. 41 681 -0,12 4 048 1,02
2026-04-22 13F Aegis Wealth Management LLC 10 339 -7,90 1 004 -6,86
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-04-17 13F CENTRAL TRUST Co 10 357 -2,13 1 006 -1,08
2026-04-28 13F Umpqua Bank 26 686 -2,27 2 592 -1,14
2026-04-09 13F Tompkins Financial Corp 14 660 -2,21 1 424 -1,11
2026-05-13 13F State of Wyoming 212 406 -42,19 20 631 -41,53
2026-05-15 13F Balyasny Asset Management Llc Call 0 -100,00 0 -100,00
2026-03-12 13F Nalls Sherbakoff Group, Llc 950 -24,78 91 -4,21
2026-05-07 13F Virtue Capital Management, LLC 12 358 -3,50 1 163 -6,44
2026-04-20 13F Hoge Financial Services, Llc 109 083 -5,65 10 595 -4,57
2026-04-21 13F LCM Capital Management Inc 75 596 -0,70 7 343 0,44
2026-04-22 13F Capital Management Associates, Inc 4 689 -36,06 455 -35,37
2026-04-07 13F Orgel Wealth Management, LLC 33 637 -2,27 3 267 -1,15
2026-04-30 13F Money Concepts Capital Corp 3 362 -73,02 327 -72,74
2026-05-14 13F Clarkston Capital Partners, LLC 5 992 -4,92 582 -3,80
2026-05-04 13F Hibernia Wealth Partners, LLC 3 033 -5,51 295 -4,55
2026-05-11 13F Potentia Wealth 5 133 -1,59 499 -0,40
2026-02-13 13F Barclays Plc 505 985 -38,90 48 590 -37,16
2026-04-22 13F HMS Capital Management, LLC 149 200 -22,18 14 492 -21,29
2026-05-12 13F Liberty Wealth Management Llc 7 345 -2,96 713 -1,79
2026-05-04 13F Global View Capital Management LLC 3 031 -5,66 294 -4,55
2026-05-04 13F Nwam Llc 36 278 -2,26 3 524 -2,17
2026-05-18 13F Strategic Investment Advisors / MI 15 817 -0,72 1 536 0,46
2026-05-15 13F Evercore Wealth Management, LLC 179 232 -0,70 17 409 0,43
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-05-15 13F Legacy Capital Wealth Partners, LLC 17 476 -4,20 1 697 -3,08
2026-04-29 13F Cahaba Wealth Management, Inc. 14 310 -4,22 1 390 -3,14
2026-04-23 13F Inman Jager Wealth Management, LLC 28 973 -2,07 2 814 -0,95
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