Grundläggande statistik
| Institutionella ägare | 681 total, 680 long only, 0 short only, 1 long/short - change of 7,57% MRQ |
| Genomsnittlig portföljallokering | 0.6836 % - change of −12,80% MRQ |
| Institutionella aktier (lång) | 135 029 821 (ex 13D/G) - change of −3,76MM shares −2,71% MRQ |
| Institutionellt värde (lång) | $ 4 619 722 USD ($1000) |
Institutionellt ägande och aktieägare
Sprott Physical Gold Trust (GB:0MK3) har 681 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 135,029,821 aktier. Största aktieägare inkluderar Royal Bank Of Canada, Federation des caisses Desjardins du Quebec, CENTRAL TRUST Co, Morgan Stanley, Heritage Wealth Advisors, Evanson Asset Management, LLC, Jupiter Asset Management Ltd, Cambridge Investment Research Advisors, Inc., Captrust Financial Advisors, and IMC-Chicago, LLC .
Sprott Physical Gold Trust (LSE:0MK3) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Tectonic Advisors Llc | 18 625 | −10,23 | 660 | −3,65 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 5 | 0,00 | 0 | |||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 6 040 | 214 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 982 | −13,21 | 318 | −6,74 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 13 847 | 0,00 | 491 | 7,22 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 18 433 | 15,33 | 653 | 23,91 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 8 756 | −6,10 | 310 | 0,98 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 93 033 | 4,61 | 3 297 | 12,30 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3 254 | 0,00 | 115 | 7,48 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 149 587 | −0,71 | 5 301 | 6,57 | ||||
| 2026-04-23 | 13F | Grand Central Investment Group | 109 812 | 0,78 | 3 892 | 8,17 | ||||
| 2026-05-15 | 13F | Mountain Lake Investment Management LLC | 450 344 | −0,19 | 15 960 | 7,13 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 11 000 | −21,43 | 390 | −15,80 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 1 701 | 750,50 | 60 | 900,00 | ||||
| 2026-05-08 | 13F | Entruity Wealth, LLC | 144 915 | 1,45 | 5 136 | 8,88 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 724 494 | 2,71 | 25 676 | 10,24 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2 271 | 5,04 | 80 | 12,68 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 399 311 | −4,77 | 14 152 | 2,21 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 25 156 | 0,00 | 892 | 7,35 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 5 680 | 201 | ||||||
| 2026-05-15 | 13F | Lumbard & Kellner, LLC | 23 860 | 0,12 | 846 | 7,51 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 13 000 | 0,00 | 461 | 7,23 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 7 200 | 0,00 | 255 | 7,59 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 36 993 | −93,66 | 1 311 | −93,19 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 23 497 | 833 | ||||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 35 749 | 247,25 | 1 267 | 273,45 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 2 219 816 | −2,69 | 78 670 | 4,44 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 469 559 | −13,40 | 16 641 | −7,05 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 15 327 | 6,31 | 543 | 14,08 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 9 694 | −0,18 | 344 | 7,19 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 234 115 | −10,28 | 8 297 | −3,70 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 400 | 0,00 | 85 | 7,59 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 750 | −50,00 | 27 | −46,94 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 26 321 | −3,31 | 933 | 3,79 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 37 777 | 1 339 | ||||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 14 283 | −4,35 | 506 | 2,64 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 39 | 1 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 25 202 | 2,68 | 893 | 10,25 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 18 170 | 0,00 | 644 | 7,35 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 539 041 | 6,43 | 19 104 | 14,23 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 22 132 | −16,99 | 784 | −10,91 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 1 950 | 0,00 | 69 | 7,81 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 530 | 54 | ||||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 233 603 | 1,62 | 8 279 | 9,06 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 18 646 | 1,47 | 661 | 8,91 | ||||
| 2026-05-14 | 13F | Cedrus Wealth Group LLC | 26 524 | −78,69 | 940 | −77,12 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 11 035 | 398 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 405 027 | 0,69 | 14 354 | 8,07 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 33 111 | 89,32 | 1 173 | 103,29 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 19 095 | −1,07 | 677 | 6,12 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 50 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 34 735 | 8,01 | 1 231 | 16,02 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 196 727 | 0,88 | 6 972 | 8,28 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1 376 380 | 316,85 | 48 779 | 347,42 | ||||
| 2026-05-05 | 13F | UBS Group AG | 57 600 | −18,10 | 2 041 | −12,10 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 6 800 | 13,33 | 241 | 21,21 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 30 368 | −48,94 | 1 076 | −45,19 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 14 592 | −4,15 | 1 | |||||
| 2026-05-11 | 13F | Commerce Bank | 49 724 | 0,65 | 1 762 | 8,03 | ||||
| 2026-01-14 | 13F | Chemung Canal Trust Co | 0 | −100,00 | 0 | |||||
| 2026-02-24 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 8 000 | 284 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 43 983 | 246,84 | 2 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 18 710 | −0,80 | 663 | 6,59 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 832 843 | −5,14 | 29 516 | 1,81 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 24 240 | 2,21 | 859 | 9,71 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 43 325 | −0,80 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 803 388 | 19,12 | 63 912 | 27,85 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 373 174 | 1,41 | 13 225 | 8,85 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 12 100 | 7,75 | 429 | 15,68 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 815 517 | −24,25 | 28 902 | −18,70 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 15 415 | 9,99 | 546 | 18,18 | ||||
| 2026-02-17 | 13F | Concorde Financial Corp | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 6 095 | 216 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 536 503 | 58,50 | 19 014 | 70,12 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 67 436 | 2,25 | 2 390 | 119 350,00 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 6 635 | 0,00 | 235 | 7,31 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 3 300 | 0,00 | 117 | 6,42 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 10 000 | 0,00 | 354 | 7,27 | ||||
| 2026-05-15 | 13F | Independent Family Office, LLC | 51 316 | 0,00 | 1 819 | 7,32 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 9 850 | 0,00 | 349 | 7,38 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 1 837 | 47 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 37 600 | 0,00 | 1 333 | 7,33 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 69 853 | 3,25 | 2 476 | 10,79 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 17 154 | 0,00 | 608 | 7,24 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 16 262 | 0,00 | 576 | 7,46 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 10 167 | 0,00 | 360 | 7,46 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 200 | 0,00 | 113 | 7,62 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 31 501 | 1 116 | ||||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-23 | 13F | Phraction Management LLC | 266 467 | 13,17 | 9 444 | 21,45 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 4 794 455 | −6,70 | 169 915 | 0,14 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 8 100 | −10,60 | 287 | −4,01 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 18 040 | −0,43 | 639 | 6,86 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 637 542 | 22,59 | 22 594 | 31,57 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 42 201 | 0,00 | 1 496 | 7,32 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 5 600 | 0,00 | 198 | 7,61 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 70 118 | 18,48 | 2 485 | 27,12 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3 500 | 40,00 | 124 | 51,22 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 163 007 | −1,05 | 5 777 | 6,20 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 8 650 | 307 | ||||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 2 198 | 0,00 | 78 | 6,94 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 40 841 | 0,00 | 1 447 | 7,34 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 39 525 | −2,23 | 1 401 | 4,95 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 18 548 | 0,00 | 657 | 7,35 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 233 705 | 2,58 | 8 283 | 10,10 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 89 004 | 5,56 | 3 154 | 13,70 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 87 150 | 0,33 | 3 089 | 7,67 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 5 000 | 0,00 | 177 | 7,27 | ||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 108 696 | −1,49 | 3 852 | 5,74 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 272 809 | −5,51 | 9 668 | 1,42 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 345 284 | 2 976,03 | 12 237 | 3 585,54 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 505 278 | 88,39 | 17 903 | 101,93 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 788 317 | −21,31 | 27 938 | −15,54 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 141 827 | −28,60 | 5 026 | −23,37 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 19 000 | 0,00 | 673 | 7,34 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 15 875 | 0,00 | 574 | 4,95 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7 442 | −94,17 | 264 | −93,76 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 11 928 | 76,84 | 423 | 90,09 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Latigo Investments, LLC | 214 134 | 0,00 | 7 589 | 7,33 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 768 | −94,97 | 27 | −94,64 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 503 249 | 149,13 | 17 835 | 167,39 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 15 288 | −31,29 | 547 | −34,10 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 16 789 | −0,59 | 595 | 6,82 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 19 550 | 0,00 | 693 | 7,29 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 570 | −28,07 | 91 | −22,22 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1 338 | 47 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 17 103 | −2,56 | 606 | 4,66 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 31 477 | −85,03 | 1 116 | −83,94 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 6 125 | 0,00 | 217 | 7,43 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 31 391 | 1,61 | 1 112 | 9,02 | ||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 33 322 | 1 181 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 295 081 | −13,79 | 10 458 | −7,47 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 44 931 | 7,68 | 1 592 | 15,61 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 25 411 | 0,00 | 901 | 7,27 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 34 545 | 1 224 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8 042 | 1,57 | 285 | 9,20 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 22 020 | 27,80 | 780 | 37,32 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 123 857 | 4,47 | 4 390 | 12,14 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 5 000 | 0,00 | 177 | 7,27 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 24 654 | 0,00 | 873 | 7,25 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 304 569 | −7,54 | 11 | 0,00 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 58 084 | 0,00 | 2 058 | 7,36 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 5 206 | 0,00 | 185 | 7,60 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 16 270 | −1,93 | 577 | 5,30 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 41 891 | −21,33 | 1 485 | −15,59 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 9 119 | 10,09 | 323 | 18,32 | ||||
| 2026-05-07 | 13F | Hemenway Trust Co LLC | 6 570 | 233 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 692 869 | 16,88 | 24 339 | 25,47 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 50 345 | 0,00 | 1 662 | 11,47 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 7 031 | −2,28 | 255 | 7,59 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 008 | 0,00 | 36 | −7,69 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 2 | 0 | ||||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 21 619 | −17,38 | 766 | −11,34 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 12 898 | 29,64 | 457 | 39,33 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Jupiter Asset Management Ltd | 3 270 273 | −5,41 | 115 653 | 1,28 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 38 849 | −0,51 | 1 377 | 6,75 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 515 | 18 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 8 893 | 315 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 32 036 | 2,00 | 1 135 | 9,45 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 177 | 0,00 | 77 | 8,45 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 35 818 | −11,07 | 1 269 | −4,51 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 327 776 | 1,80 | 11 616 | 9,26 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 3 785 | 547,01 | 134 | 605,26 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 199 402 | −2,06 | 7 067 | 5,12 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 192 | −68,73 | 7 | −70,00 | ||||
| 2026-05-14 | 13F | Bleichroeder LP | 12 540 | 0,00 | 444 | 7,25 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 15 359 | 3,53 | 544 | 11,25 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 122 179 | 403,44 | 4 330 | 440,57 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 5 960 | −3,25 | 211 | 3,94 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 10 000 | 354 | ||||||
| 2026-05-07 | 13F | WS Portfolio Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Pecaut & Co. | 8 700 | 0,00 | 308 | 7,32 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 164 882 | −32,12 | 5 843 | −27,14 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 128 416 | 24,10 | 4 551 | 48,53 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 6 700 | 237 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 41 878 | 5,40 | 1 484 | 13,20 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 116 | −55,21 | 4 | −50,00 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 600 | 20,00 | 21 | 31,25 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 6 520 | 0,00 | 231 | 7,44 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 41 296 | −30,95 | 1 464 | −25,89 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 10 621 | 388 | ||||||
| 2026-05-14 | 13F | Ade, Llc | 52 213 | 0,00 | 1 850 | 7,31 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 10 776 | 0,00 | 382 | 7,32 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 23 327 | 0,00 | 827 | 7,27 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 14 071 | 0,00 | 499 | 7,33 | ||||
| 2026-04-16 | 13F | Connective Portfolio Management, LLC | 85 000 | 0,00 | 3 287 | 17,14 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 8 089 | −9,48 | 292 | −6,71 | ||||
| 2026-01-27 | 13F | Hedges Asset Management LLC | 65 000 | 0,00 | 2 146 | 11,48 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 53 499 | 0,00 | 1 896 | 7,36 | ||||
| 2026-05-13 | 13F | Quilter Plc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3 747 | 133 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 454 474 | −40,40 | 16 107 | −36,03 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 1 337 | −55,82 | 34 | −66,67 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 60 182 | 0,00 | 2 133 | 7,30 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 79 916 | 0,42 | 2 832 | 7,80 | ||||
| 2026-05-14 | 13F | Avenir Corp | 60 310 | 0,00 | 2 137 | 7,33 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 8 187 | 0,00 | 290 | 7,41 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 10 169 | 1,50 | 360 | 9,09 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 481 001 | 3,13 | 17 047 | 10,68 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 1 000 | 0,00 | 35 | 6,06 | ||||
| 2026-02-02 | 13F | Wolverine Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 88 094 | 3 122 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 351 | 45,04 | 12 | 71,43 | ||||
| 2026-05-14 | 13F | Oberndorf William E | 224 439 | −45,44 | 7 954 | −41,44 | ||||
| 2026-05-08 | 13F | Bokf, Na | 40 031 | 0,00 | 1 419 | 7,34 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1 434 | 0,00 | 51 | 6,38 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 355 749 | 2 327,83 | 48 048 | 2 507,00 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 1 000 | 0,00 | 35 | 6,06 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 341 152 | −1,04 | 12 090 | 6,21 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 46 | 0,00 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Keating Investment Counselors Inc | 7 010 | 0,00 | 248 | 7,36 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 7 000 | −35,64 | 248 | −30,92 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 6 890 | 244 | ||||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 329 001 | −6,74 | 11 660 | 0,09 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 5 861 | 208 | ||||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 9 700 | 2,11 | 344 | 9,58 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 241 655 | −3,40 | 8 564 | 3,68 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 858 339 | 5,18 | 30 420 | 12,89 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 307 | 11 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 15 191 | 559 | ||||||
| 2026-05-01 | 13F | J. Derek Lewis & Associates Inc. | 6 500 | 0,00 | 215 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 007 130 | 11,93 | 71 133 | 20,14 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 834 961 | −2,33 | 29 591 | 4,83 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 245 609 | −5,12 | 8 704 | 1,84 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 26 196 | −58,44 | 930 | −55,36 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 2 700 | −62,50 | 96 | −59,92 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 39 976 | 1,58 | 1 428 | 9,85 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 64 192 | −0,77 | 2 275 | 6,46 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 200 056 | 0,08 | 7 090 | 7,41 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 475 | 0,00 | 17 | 6,67 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 883 | −16,70 | 31 | −11,43 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 16 883 | 3,66 | 598 | 11,36 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 312 744 | −3,37 | 11 018 | −2,76 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 62 635 | −0,63 | 2 220 | 6,63 | ||||
| 2026-05-11 | 13F | Arnhold LLC | 36 486 | 0,00 | 1 293 | 7,39 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 8 554 | −71,06 | 307 | −68,51 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 111 509 | 7,76 | 3 682 | 20,17 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 389 | −20,72 | 49 | −14,04 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 22 211 | −5,30 | 787 | 1,68 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 10 594 | −1,32 | 375 | 5,93 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 28 123 | −12,70 | 997 | −6,30 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 74 332 | −12,43 | 2 641 | −5,98 | ||||
| 2026-05-14 | 13F | Courage Capital Management Llc | 264 500 | 0,00 | 9 | 12,50 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 15 000 | 0,00 | 532 | 7,27 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 489 776 | 2,03 | 17 358 | 9,51 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 544 | 14,53 | 19 | 26,67 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 7 110 | 3,28 | 0 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 762 956 | −18,18 | 27 093 | −11,98 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 55 565 | 505,22 | 1 834 | 566,91 | ||||
| 2026-04-20 | 13F | Guild Investment Management, Inc. | 362 870 | −0,27 | 12 860 | 7,04 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 57 621 | 268,87 | 2 042 | 296,50 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 32 282 | −4,37 | 1 144 | 2,69 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 36 990 | 0,00 | 1 311 | 7,29 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 1 732 | 0,00 | 61 | 7,02 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 209 072 | −3,33 | 7 410 | 3,75 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 750 250 | −19,85 | 26 310 | −16,57 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 11 167 | −41,61 | 396 | −37,40 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 15 714 | 1,51 | 557 | 8,81 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 230 444 | −13,54 | 8 167 | −7,20 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 28 394 | −8,74 | 1 | 0,00 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1 037 | 37 | ||||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 15 745 | 0,00 | 558 | 7,51 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 8 595 | 305 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 128 035 | −15,90 | 4 538 | −9,75 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 9 500 | 0,00 | 337 | 7,35 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 59 933 | 5,44 | 2 124 | 13,22 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 59 640 | −15,76 | 2 114 | −9,58 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 37 672 | −4,06 | 1 335 | 14,79 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 23 469 | 0,00 | 832 | 7,36 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 900 | 30 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 237 065 | 18,16 | 8 402 | 26,83 | ||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 8 600 | 0,00 | 305 | 7,42 | ||||
| 2026-04-15 | 13F | McAlvany Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8 169 | 0,00 | 290 | 7,43 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 850 | 0,00 | 30 | 7,14 | ||||
| 2026-05-11 | 13F | Amitell Capital Pte Ltd | 112 334 | −30,93 | 3 981 | −25,87 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 7 795 | −7,86 | 276 | −1,08 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 103 625 | −6,12 | 3 672 | 0,77 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 361 380 | 1,46 | 12 807 | −1,38 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 21 759 | 0,00 | 771 | 7,38 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 8 770 | −15,10 | 311 | −9,09 | ||||
| 2026-05-11 | 13F | CLARET ASSET MANAGEMENT Corp | 55 730 | −7,55 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 11 137 | 0,22 | 395 | 7,65 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 897 | 32 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8 500 | 0,00 | 301 | 7,50 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 14 799 | 524 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 17 792 | −77,31 | 631 | −75,67 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 2 812 | −25,92 | 100 | −20,80 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 8 295 | −26,27 | 294 | −21,02 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 6 369 | 0,00 | 226 | 7,14 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 26 988 | 0,00 | 956 | 7,30 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 1 365 | 16,17 | 48 | 2,13 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 264 | 9 | ||||||
| 2026-04-29 | 13F/A | Family Capital Trust Co | 15 030 | 0,00 | 533 | 7,26 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 6 125 | 217 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 74 925 | −16,47 | 2 655 | −10,33 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 78 197 | −27,47 | 2 771 | −22,14 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 17 143 | 41,16 | 620 | 54,75 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 361 598 | 1,76 | 83 695 | 9,22 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 66 713 | −29,18 | 2 364 | −23,99 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 419 852 | 0,97 | 14 880 | 8,37 | ||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 6 065 | 0,00 | 215 | 7,00 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 32 683 | 0,00 | 1 158 | 7,32 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 43 313 | 3,81 | 1 535 | 11,47 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 375 567 | 13 310 | ||||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 15 000 | −11,76 | 532 | −5,35 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 456 672 | 16 184 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 15 292 | 542 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1 112 010 | −5,07 | 39 354 | −2,03 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 88 641 | 7,22 | 3 141 | 15,10 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 114 862 | 0,00 | 4 071 | 7,33 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 45 | 0,00 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 5 715 | 203 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 44 | −85,48 | 2 | −90,00 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 12 087 | 9,02 | 428 | 16,94 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 176 322 | −3,80 | 6 249 | 3,26 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 21 500 | 0,00 | 762 | 7,33 | ||||
| 2026-05-14 | 13F | St. James Investment Company, LLC | 64 905 | −25,17 | 2 300 | −19,69 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 70 408 | 77,62 | 2 495 | 90,75 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 5 542 655 | 26,30 | 196 432 | 35,56 | ||||
| 2026-05-05 | 13F | Pacific Wealth Management | 9 225 | 21,94 | 327 | 30,92 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 9 300 | 27,40 | 330 | 36,51 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 74 | 3 | ||||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 10 000 | 0,00 | 354 | 7,27 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 6 602 | 5,26 | 234 | 12,56 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 500 | 0,00 | 18 | 6,25 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 180 476 | −8,87 | 6 396 | −2,19 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Montis Financial, LLC | 84 429 | −2,21 | 2 992 | 4,98 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 432 610 | 0,66 | 15 332 | 8,03 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 10 485 | 14,12 | 372 | 22,44 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 6 412 | 227 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 20 659 | 732 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 6 455 | 229 | ||||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 22 000 | 0,00 | 780 | 7,30 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 285 906 | 16,75 | 45 573 | 25,30 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 7 817 | −0,76 | 277 | −0,36 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 27 833 | −50,06 | 986 | −46,41 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 6 970 | 0,00 | 247 | 7,39 | ||||
| 2026-04-22 | 13F | Motco | 978 | 35 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 373 285 | 2,52 | 13 229 | 3,81 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 800 | 21,21 | 64 | 28,57 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1 347 193 | 39,66 | 47 745 | 49,90 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 97 366 | −0,31 | 3 451 | 7,01 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 36 045 | 37,47 | 1 277 | 47,63 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 903 | 0,00 | 32 | 10,34 | ||||
| 2026-04-13 | 13F | Bank & Trust Co | 736 | 0,00 | 26 | 8,33 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 5 400 | 0,00 | 191 | 7,30 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 20 774 | 736 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1 300 | 18,18 | 46 | 27,78 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 252 | −11,27 | 9 | −11,11 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 12 900 | 0,00 | 457 | 7,53 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 10 670 | 0,00 | 378 | 7,39 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 68 148 | 2 415 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 24 102 | −28,71 | 803 | −28,05 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 5 821 327 | 4,14 | 205 631 | 11,37 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 17 591 | 0,00 | 623 | 7,41 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 8 595 | −0,58 | 310 | 4,38 | ||||
| 2026-05-06 | 13F | Euro Pacific Asset Management, LLC | 46 436 | −3,62 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 328 489 | 10,40 | 11 642 | 18,48 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 5 020 | 181 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 10 958 | 7,79 | 374 | 11,64 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 485 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 37 108 | 6,09 | 1 315 | 13,95 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 3 602 | 128 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 103 | 0,00 | 36 | 12,50 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 587 | 104,53 | 21 | 122,22 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 134 538 | 11,28 | 4 768 | 19,47 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 39 596 | 10,50 | 1 403 | 18,60 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 3 059 | −5,88 | 108 | −1,82 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 172 924 | −23,72 | 6 128 | −18,13 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 15 640 | 0,00 | 554 | 7,36 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 28 546 | 3,81 | 1 012 | 11,47 | ||||
| 2026-05-06 | 13F | Meixler Investment Management, Ltd. | 548 744 | −7,46 | 19 420 | −0,81 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 7 110 | 0,00 | 252 | 7,26 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 76 798 | 0,00 | 2 536 | 0,00 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 70 | 0,00 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | WIT Partners Advisory Pte. Ltd. | 941 220 | 340,47 | 33 357 | 390,10 | ||||
| 2026-05-14 | 13F | Lane Generational LLC | 45 858 | 0,00 | 1 625 | 7,33 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 89 840 | −54,90 | 3 184 | −51,60 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 14 500 | −12,12 | 514 | −5,70 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 82 584 | 284,83 | 2 927 | 313,28 | ||||
| 2026-05-13 | 13F | Marex Group plc | 635 056 | −4,09 | 22 506 | 2,95 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 37 846 | −20,85 | 1 355 | −16,68 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Camden Capital, LLC | 196 585 | 0,00 | 6 967 | 7,32 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 956 566 | 0,26 | 33 876 | −7,82 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 68 537 | −25,48 | 745 | −75,49 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1 162 | 232,00 | 41 | 272,73 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 113 876 | 14,96 | 4 036 | 23,39 | ||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 2 | −99,38 | 0 | −100,00 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 378 692 | 5,27 | 13 421 | 12,99 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 617 290 | 0,41 | 21 877 | 7,76 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 10 904 | −10,28 | 386 | −3,74 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 94 308 | 3,89 | 3 342 | 11,51 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 11 989 | −0,50 | 396 | 10,96 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 16 963 | 35,90 | 601 | 45,87 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 10 800 | 0,00 | 383 | 7,30 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 57 454 | −2,87 | 2 036 | 4,25 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 563 098 | −19,15 | 19 956 | −13,22 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 10 000 | 0,00 | 354 | 7,27 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 332 325 | 6,42 | 11 778 | 14,22 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 4 705 | −46,23 | 167 | −35,91 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 289 787 | −16,91 | 9 893 | −14,09 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 13 584 | 482 | ||||||
| 2026-04-08 | 13F | Sapient Capital Llc | 13 889 | 0,00 | 492 | 6,72 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 91 873 | 25,57 | 3 256 | 34,78 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 60 919 | 8,98 | 2 159 | 16,96 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 7 360 | 0,00 | 261 | 7,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 10 116 | −16,38 | 359 | −10,28 | ||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 40 161 | 0,00 | 1 423 | 7,32 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 165 312 | −36,54 | 5 859 | −31,89 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 30 261 | 1 072 | ||||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 209 390 | 0,00 | 7 421 | 7,32 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 55 225 | 28,89 | 1 957 | 38,40 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 2 897 | 0,00 | 103 | 7,37 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 22 426 | 123,97 | 1 | |||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 51 283 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 48 744 | 356,28 | 1 727 | 390,63 | ||||
| 2026-01-14 | 13F | Ballew Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 96 777 | −1,93 | 3 562 | 9,33 | ||||
| 2026-02-17 | 13F | Challenger Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 213 600 | 4,29 | 7 570 | 11,93 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 13 374 | 0,00 | 474 | 7,26 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 41 136 | 74,46 | 1 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 7 019 | 5,09 | 249 | 12,73 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 227 167 | −1,90 | 8 051 | 5,28 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 8 000 | 0,00 | 284 | 7,20 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 3 082 329 | 1,55 | 109 | 9,00 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 5 664 | 201 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 799 576 | −18,36 | 28 337 | −12,38 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 250 717 | −1,56 | 8 885 | 5,66 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 20 631 | 0,00 | 731 | 7,34 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 31 341 | −17,82 | 1 111 | −11,83 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 65 | 2 | ||||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 50 442 | −1,51 | 1 788 | 5,68 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 65 201 | 15,36 | 2 311 | 23,79 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 26 518 | −71,03 | 940 | −68,93 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 6 000 | 213 | ||||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 7 510 | 0,00 | 266 | 7,69 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 44 765 | 146,91 | 1 586 | 165,22 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 18 761 | 665 | ||||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 96 318 | 18,51 | 3 414 | 27,21 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 28 662 | −4,63 | 1 016 | 2,32 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1 151 | 2 202,00 | 41 | 3 900,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 150 028 | 0,09 | 5 317 | 7,42 | ||||
| 2026-05-08 | 13F | Sprott Inc. | 2 109 488 | −4,61 | 74 762 | 2,38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1 556 314 | 5,43 | 55 156 | 13,15 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 88 780 | −2,11 | 3 146 | 5,08 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 26 283 | −3,58 | 931 | 3,44 | ||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 21 060 | 0,00 | 746 | 7,34 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 38 586 | −66,32 | 1 367 | −63,86 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 378 878 | −0,89 | 13 678 | 8,36 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 28 604 | −4,55 | 1 014 | 2,43 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 23 901 | 0,35 | 847 | 7,76 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 43 208 | 1 531 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 78 833 | −3,29 | 2 794 | 3,79 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 13 764 | 1,33 | 488 | 8,71 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 196 438 | −1,66 | 6 962 | 5,53 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 400 | 0,00 | 14 | 7,69 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 638 594 | 1,17 | 22 632 | 8,58 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5 845 | 207 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 11 111 | 0,00 | 394 | 7,38 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 61 127 | 449,36 | 2 166 | 490,19 | ||||
| 2026-05-14 | 13F | Botty Investors LLC | 249 200 | 0,40 | 8 832 | 7,76 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 303 304 | 0,17 | 10 749 | 7,51 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 221 199 | −2,45 | 7 839 | 4,70 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 3 906 | 0,00 | 138 | 7,81 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 35 122 | 0,00 | 1 245 | 7,33 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 36 786 | 2,15 | 1 304 | 9,59 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 276 345 | 9,97 | 9 794 | 18,03 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3 839 307 | −5,90 | 136 065 | 1,00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1 735 437 | −3,19 | 61 504 | 3,90 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 50 000 | 0,00 | 1 772 | 0,74 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 16 493 | 386,95 | 585 | 426,13 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 8 000 | 0,00 | 284 | 7,20 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 250 | 0,00 | 9 | 0,00 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management Services Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 9 083 | 322 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 1 200 | 0,00 | 43 | 7,69 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 366 | 4,82 | 296 | 12,55 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 4 810 | 0,00 | 170 | 7,59 | ||||
| 2026-05-04 | 13F | Nwam Llc | 54 009 | −23,08 | 1 914 | −29,03 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 113 065 | −14,54 | 4 007 | −8,26 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 222 113 | −21,60 | 7 872 | −15,86 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 7 390 | −20,37 | 244 | −10,95 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 130 776 | −27,04 | 4 318 | −16,37 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 287 | 0,00 | 10 | 11,11 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 543 915 | 0,00 | 19 276 | 7,33 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 13 595 | 0,00 | 0 | |||||
| 2026-03-31 | 13F | Sankala Group LLC | 18 740 | 0,00 | 641 | −14,76 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 8 940 | 46,80 | 317 | 57,21 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 9 065 043 | −4,74 | 321 266 | 2,24 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 225 | 0,00 | 79 | 6,85 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 16 726 | 593 | ||||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Professional Advisory Services Inc | 7 000 | 0 | ||||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 10 549 | 1,06 | 374 | 8,43 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 8 050 | 4,76 | 285 | 12,65 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 6 300 | 223 | ||||||
| 2026-05-12 | 13F | Palumbo Wealth Management LLC | 203 862 | −0,22 | 7 225 | 7,09 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 8 786 | 0,00 | 311 | 7,24 | ||||
| 2026-05-15 | 13F | Semper Augustus Investments Group Llc | 23 869 | 0,00 | 846 | 7,23 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 772 405 | 0,73 | 62 820 | 8,04 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 6 955 | 0,00 | 246 | 7,42 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 171 122 | 6 065 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 5 850 | 211 | ||||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 853 305 | −0,46 | 30 237 | 6,82 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 31 889 | −62,52 | 1 130 | −59,77 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5 537 762 | 3,05 | 196 258 | 10,60 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 5 840 | 207 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2 000 | 71 | ||||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 28 361 | 73,41 | 1 005 | 86,11 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 6 921 | 245 | ||||||
| 2026-04-13 | 13F | Trust Co | 1 099 | 0,00 | 39 | 5,56 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 9 466 | 335 | ||||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 85 261 | 0,31 | 3 022 | −4,28 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 10 816 | 5,87 | 383 | 13,65 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 601 703 | 16,31 | 21 324 | 24,84 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 9 697 | −82,38 | 344 | −81,11 | ||||
| 2026-05-15 | 13F | Parvin Asset Management, LLC | 9 045 | −0,03 | 321 | 7,38 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 7 191 | 0,00 | 255 | 7,17 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 141 721 | −9,54 | 5 062 | −2,15 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 7 900 | 0,00 | 280 | 7,31 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 863 368 | −9,41 | 29 475 | −6,88 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 11 035 | 0,00 | 386 | 14,88 | ||||
| 2026-05-15 | 13F | Weiss Asset Management LP | 484 101 | 17 157 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 298 901 | 1,15 | 11 | 11,11 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 84 589 | −9,24 | 2 998 | −2,60 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 2 135 | 0,00 | 76 | 7,14 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3 937 | 0,00 | 134 | 3,08 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 73 420 | 4,12 | 2 602 | 11,77 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 951 | 0,00 | 34 | 6,45 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 227 397 | 10,03 | 8 059 | 18,08 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 5 710 | 202 | ||||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 542 013 | −4,68 | 19 210 | 2,31 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 286 988 | 100,00 | 10 171 | 114,65 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 20 588 | 29,22 | 730 | 38,59 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Stansberry Asset Management, Llc | 8 000 | −42,86 | 284 | −38,74 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 29 000 | −55,79 | 1 028 | −52,59 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 41 954 | 0,00 | 1 487 | 7,29 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 16 729 | 0,14 | 593 | 7,44 | ||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 140 336 | −4,75 | 4 974 | 2,24 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 467 109 | 9,40 | 16 554 | 17,42 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 6 015 | 213 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 130 077 | −0,20 | 4 610 | 7,11 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 917 | −83,57 | ||||||
| 2026-05-15 | 13F | Whalerock Point Partners, Llc | 31 000 | 0,00 | 1 099 | 7,33 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 76 351 | −3,36 | 2 706 | 3,72 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 150 | 0,00 | 5 | 25,00 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 396 000 | 0,00 | 14 034 | 7,33 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 8 658 | −35,47 | 307 | −30,77 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 1 443 | 51 | ||||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 387 894 | −1,73 | 13 747 | 5,47 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 572 | 0,00 | 20 | 11,11 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 80 732 | 13,01 | 2 861 | 21,33 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 39 500 | 0,00 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 5 871 | 208 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 137 968 | 4 890 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 21 525 | 1,37 | 763 | 8,70 | ||||
| 2026-05-15 | 13F | SIG North Trading, ULC | 38 651 | 1 370 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2 531 940 | −0,51 | 89 732 | 6,78 | ||||
| 2026-05-15 | 13F | SIG North Trading, ULC | Call | 39 900 | 1 414 | |||||
| 2026-05-15 | 13F | SIG North Trading, ULC | Put | 17 300 | 613 | |||||
| 2026-04-06 | 13F | Private Client Services, Llc | 21 471 | −7,42 | 761 | −0,65 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 482 | 0,00 | 17 | 13,33 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 72 508 | 25,44 | 2 570 | 34,64 | ||||
| 2026-05-15 | 13F | Manatuck Hill Partners, LLC | 200 000 | −20,00 | 7 088 | −14,14 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 26 144 | −7,11 | 927 | −0,32 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 3 250 | 0,00 | 115 | 7,48 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 30 710 | 0,00 | 1 093 | 4,90 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 1 007 737 | −1,16 | 35 714 | 6,08 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 76 409 | 0,00 | 2 708 | 7,29 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 45 514 | −6,89 | 1 613 | −0,06 | ||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 165 507 | 2,66 | 5 866 | 10,18 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1 088 | 0,00 | 39 | 8,57 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 74 522 | −0,93 | 2 641 | 6,36 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 34 743 | 0,42 | 1 231 | 7,79 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 7 750 | 275 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 7 263 | 10,28 | 0 | |||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 10 380 | 0,00 | 368 | 7,31 | ||||
| 2026-04-29 | 13F | Carnegie Lake Advisors LLC | 10 200 | 0,00 | 361 | 7,44 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 672 | 24 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 32 528 | 32,48 | 1 | |||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 5 226 | 0,00 | 173 | 107,23 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 48 696 | −1,60 | 1 725 | 5,57 | ||||
| 2026-05-12 | 13F | VanWeelden Wealth Management, LLC | 53 726 | 4,80 | 1 904 | 12,53 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 274 990 | −5,34 | 9 746 | 1,61 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 24 715 | 876 | ||||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 328 489 | 10,40 | 11 642 | 18,48 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Brown Advisory Inc | 24 563 | 103,93 | 871 | 119,14 | ||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 11 327 | −0,33 | 401 | 6,93 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 54 476 | −25,76 | 1 931 | −20,31 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 170 885 | 0,00 | 6 056 | 7,34 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 127 720 | −12,76 | 4 526 | −6,37 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 130 522 | 0,15 | 4 310 | 11,63 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 141 489 | 5 014 | ||||||
| 2026-05-15 | 13F | Knoll Capital Management, LLC | 387 055 | 13 717 | ||||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 68 600 | −5,90 | 2 431 | 1,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 6 110 | 0,00 | 217 | 7,46 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 87 555 | 1,26 | 3 103 | 8,65 | ||||
| 2026-05-01 | 13F | Capital City Trust Co/fl | 10 900 | 0,00 | 386 | 7,52 | ||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 10 819 | 0 | ||||||
| 2026-05-11 | 13F | White Pine Capital Llc | 39 145 | 1,59 | 1 387 | 9,04 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 10 000 | 0,00 | 330 | 37,50 | ||||
| 2026-05-06 | 13F | O'Brien Greene & Co. Inc | 581 416 | 2,79 | 20 605 | 10,33 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 800 | 0,00 | 28 | 7,69 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 64 058 | −1,16 | 2 270 | 6,12 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 24 489 | 8,52 | 868 | 16,38 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 52 305 | 2,21 | 1 854 | 9,71 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 45 607 | 13,20 | 1 616 | 21,50 | ||||
| 2026-05-15 | 13F | Polar Asset Management Partners Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 245 143 | 18,03 | 8 688 | 26,69 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 13 699 | −0,65 | 485 | 6,59 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 9 800 | 1,15 | 354 | 10,66 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 42 207 | 0,00 | 1 496 | 7,32 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 31 287 | −3,94 | 1 109 | 3,07 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 17 000 | 56,39 | 561 | 74,77 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 256 480 | 97,14 | 9 090 | 111,57 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 506 722 | 3,13 | 17 958 | 10,69 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 8 000 | 0,00 | 284 | 7,20 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 5 200 | 205 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 58 322 | 1,12 | 2 067 | 8,51 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 2 065 418 | 0,24 | 73 198 | 7,58 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 10 169 | −20,94 | 360 | −15,09 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 186 978 | 0,00 | 6 626 | 7,32 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 692 | 0,00 | 25 | 9,09 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 6 089 | 216 | ||||||
| 2026-05-01 | 13F | Clarity Financial LLC | 12 071 | 4,76 | 428 | 12,37 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 7 034 | 7,06 | 249 | 15,28 | ||||
| 2026-04-24 | 13F | Greenfield Seitz Capital Management, LLC | 153 741 | −0,31 | 5 449 | 6,99 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 7 492 | −14,17 | 266 | −7,99 | ||||
| 2026-05-01 | 13F | Mh & Associates Securities Management Corp /adv | 50 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 16 174 | 2,86 | 573 | 10,40 | ||||
| 2026-04-16 | 13F | Security National Bank | 50 943 | 0,00 | 1 805 | 7,31 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 22 582 | 2,36 | 800 | 9,89 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 11 613 | 0,00 | 412 | 7,31 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 5 908 | −52,67 | 209 | −49,27 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 31 579 | 11,63 | 1 119 | 19,81 | ||||
| 2026-04-17 | 13F | A. D. Beadell Investment Counsel, Inc. | 87 283 | −8,41 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 13 289 | 0,00 | 471 | 7,31 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 75 529 | 5,63 | 2 677 | 13,34 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 445 593 | 22,47 | 15 792 | 31,44 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 273 | 0,00 | 45 | 7,14 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 6 335 | 0,00 | 225 | 7,18 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 10 158 | 35,04 | 360 | 45,16 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 59 600 | −0,08 | 2 152 | 9,24 | ||||
| 2026-05-12 | 13F | Creative Planning | 200 976 | −7,25 | 7 123 | −0,46 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 39 795 | −16,77 | 1 410 | −13,23 | ||||
| 2026-05-12 | 13F | Barometer Capital Management Inc. | 19 000 | 673 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 6 536 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 995 | 142 | ||||||
| 2026-05-11 | 13F | Rebalance, Llc | 52 268 | 0,00 | 1 852 | 7,36 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 461 475 | 20,29 | 16 567 | 30,82 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 2 449 218 | 494,35 | 86 800 | 537,91 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 6 010 | −3,99 | 213 | 2,91 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 53 795 | 18,09 | 1 906 | 26,73 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 1 350 | 0,00 | 48 | 6,82 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 13 721 | −7,44 | 489 | −13,63 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 109 148 | −8,59 | 3 868 | −1,88 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 114 222 | 1,46 | 4 048 | 8,91 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 8 080 | 286 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 726 789 | 5,61 | 61 197 | 13,35 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 182 244 | −10,27 | 6 459 | −3,70 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 347 932 | −0,17 | 12 331 | 7,14 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6 818 | −2,43 | 225 | 9,22 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 657 916 | 22,02 | 23 317 | 30,96 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 18 615 | 0,00 | 660 | 7,33 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 38 503 | −51,02 | 1 365 | −47,74 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 6 084 | 0,00 | 216 | 7,50 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 30 115 | −1,39 | 1 067 | 5,85 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 8 627 | −17,13 | 306 | −11,08 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 13 223 | 0,00 | 469 | 7,34 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 20 000 | 0,00 | 709 | 7,27 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 25 975 | 0,00 | 921 | 7,35 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 443 281 | −4,82 | 15 710 | 2,15 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 250 | 25,00 | 9 | 33,33 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 110 099 | 215,24 | 3 902 | 238,33 | ||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 48 950 | 1 735 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 92 053 | −0,35 | 3 262 | 6,95 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 30 069 | 0,00 | 1 066 | 7,36 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 38 272 | 2,00 | 1 356 | 9,53 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 6 500 | 0,00 | 230 | 7,48 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 44 841 | 91,22 | 1 589 | 105,30 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 58 311 | 2 075 | ||||||
| 2026-02-13 | 13F | Global Strategic Management Inc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 12 495 | 3,81 | 443 | 11,34 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 6 563 | −7,73 | 233 | −0,85 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 14 500 | 0,00 | 514 | 7,32 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 19 525 | 9,08 | 692 | 16,92 | ||||
| 2026-05-15 | 13F | Forest Hill Capital, LLC | 1 448 500 | 0,00 | 51 335 | 7,33 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 13 101 | 31,01 | 464 | 40,61 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 9 555 | 0,00 | 339 | 7,30 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 1 518 | 0,00 | 54 | 6,00 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 12 201 | −59,27 | 432 | −56,32 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 18 775 | −4,25 | 665 | 2,78 |
