Grundläggande statistik
| Institutionella aktier (lång) | 1 637 133 359 - 82,79% (ex 13D/G) - change of 157,62MM shares 10,65% MRQ |
| Institutionellt värde (lång) | $ 316 466 243 USD ($1000) |
Institutionellt ägande och aktieägare
Chevron Corporation (GB:CHVD) har 4348 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,637,133,359 aktier. Största aktieägare inkluderar Vanguard Group Inc, State Street Corp, BlackRock, Inc., Vanguard Capital Management Llc, Berkshire Hathaway Inc, Geode Capital Management, Llc, Vanguard Portfolio Management Llc, Morgan Stanley, Charles Schwab Investment Management Inc, and Bank Of America Corp /de/ .
Chevron Corporation (BATS-CHIXE:CHVD) 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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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | North Forty Two & Co. | 4 435 | −3,69 | 918 | 30,81 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 77 124 | 3 344,57 | 15 957 | 4 579,18 | ||||
| 2026-05-11 | 13F | Westpac Banking Corp | 1 813 | 375 | ||||||
| 2026-05-14 | 13F | Ted Buchan & Co | 2 249 | 49,04 | 465 | 102,17 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 12 987 | −2,06 | 2 687 | 33,02 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 5 102 | 8,23 | 1 056 | 46,94 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 23 607 | −0,24 | 4 884 | 14,14 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 12 852 | 9,71 | 2 659 | 48,91 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 7 080 | 16,31 | 1 465 | 57,93 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 1 808 | −5,83 | 276 | −7,09 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 4 097 | −87,81 | 848 | −83,46 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 1 247 | 258 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 4 278 833 | 4,17 | 885 290 | 41,41 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 7 626 | 172,75 | 1 520 | 256,57 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 687 | 0,00 | 142 | 36,54 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 50 361 | −2,30 | 10 420 | 32,62 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 8 964 | 4,29 | 1 855 | 41,63 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 14 203 | 9,18 | 3 | 100,00 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 7 784 | 0,00 | 1 611 | 35,75 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 3 256 | 674 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 3 553 | −20,32 | 735 | 8,25 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 2 045 | −1,16 | 394 | 14,24 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 13 090 | 2 708 | ||||||
| 2026-04-22 | 13F | Atwater Malick LLC | 2 040 | 32,47 | 422 | 80,34 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 88 978 | 0,75 | 18 410 | 36,77 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 4 518 | 0,00 | 935 | 35,76 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 6 195 | 3,82 | 1 282 | 40,92 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 123 855 | 15,75 | 25 626 | 57,13 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 26 220 | 3,91 | 5 425 | 41,07 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 6 246 | 1,40 | 1 292 | 37,74 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 91 788 | −5,02 | 18 991 | 28,93 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 58 893 | 8,37 | 12 185 | 47,11 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 2 692 | 7,51 | 557 | 33,01 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 1 667 | −16,02 | 345 | 13,91 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6 029 | −15,06 | 1 247 | 15,36 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 63 057 | 55,21 | 13 047 | 110,73 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 280 111 | 11,83 | 59 022 | 56,07 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 1 134 | 235 | ||||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 4 620 | 0,00 | 1 | |||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 2 675 | 28,67 | 553 | 75,00 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 31 919 | 0,38 | 6 604 | 36,28 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 115 400 | −1,94 | 23 876 | 33,11 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 5 472 | 19,22 | 1 132 | 61,95 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 285 553 | −1,98 | 59 081 | 33,06 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 55 479 | −0,51 | 11 479 | 35,05 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Put | 167 300 | 13,50 | 34 614 | 54,08 | |||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 72 858 | 3,46 | 15 074 | 40,45 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 638 505 | 61,40 | 132 107 | 119,10 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Call | 119 300 | 10,36 | 24 683 | 49,82 | |||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 9 374 | −6,52 | 1 940 | 26,90 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 2 974 | −21,20 | 615 | 6,96 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 3 610 | 11,21 | 669 | 35,22 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 981 | −67,34 | 203 | −55,80 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 71 226 | 297,38 | 14 737 | 439,58 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 88 844 | 11,81 | 18 382 | 51,78 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 1 778 | 368 | ||||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 107 824 | 1 466,30 | 22 309 | 2 026,60 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 7 430 | −1,13 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 3 924 | −35,43 | 812 | −12,42 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 27 454 | −0,97 | 5 680 | 34,44 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 41 183 | 5,46 | 8 521 | 43,17 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 175 | 27 | ||||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 4 459 | −11,12 | 922 | 18,99 | ||||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 105 635 | −6,50 | 21 856 | 26,93 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 117 132 | 87,09 | 24 235 | 154,00 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 89 706 | −0,08 | 18 560 | 35,65 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 5 028 | −8,26 | 1 040 | 24,55 | ||||
| 2026-02-17 | 13F/A | Laurion Capital Management LP | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 1 595 | −22,38 | 330 | 5,43 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2 278 | 1,02 | 471 | 37,32 | ||||
| 2026-04-21 | 13F | Fruth Investment Management | 52 886 | −0,94 | 11 | 25,00 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 5 724 | −1,87 | 1 184 | 33,18 | ||||
| 2026-05-01 | 13F | Torray Llc | 135 085 | −6,48 | 27 949 | 26,95 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 13 971 | 0,27 | 2 891 | 36,13 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 1 515 | −3,93 | 289 | 5,11 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 297 670 | −1,54 | 61 588 | 33,66 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 11 161 | 1 701 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 122 484 427 | 25 342 028 | ||||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 31 310 | 6 478 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 24 155 | 4,12 | 4 998 | 41,36 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 11 007 | −1,17 | 2 287 | 34,77 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 32 500 | 6 724 | ||||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 215 871 | 2,91 | 32 901 | 1,00 | ||||
| 2026-05-14 | 13F | Marathon Trading Investment Management LLC | Put | 800 | 166 | |||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 3 280 | −0,03 | 679 | 35,60 | ||||
| 2026-05-14 | 13F | Marathon Trading Investment Management LLC | Call | 1 000 | −80,39 | 207 | −73,49 | |||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 5 673 | 3,05 | 1 | |||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 2 736 | 0,96 | 566 | 37,05 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 46 715 | 0,00 | 9 665 | 35,76 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 62 972 | −29,64 | 13 029 | −4,49 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 44 068 | −3,59 | 9 | 50,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 1 236 | 256 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 2 935 | −9,58 | 607 | 22,87 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 15 129 | −3,77 | 3 130 | 30,63 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 2 448 | 506 | ||||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 1 096 | 227 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 29 135 | 72,53 | 6 028 | 134,28 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 26 363 | 3,96 | 5 555 | 43,74 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 6 148 | 0,70 | 1 272 | 36,77 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 4 236 | −4,42 | 876 | 29,78 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 3 521 | −4,84 | 728 | 33,33 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 778 563 | −1,93 | 161 085 | 33,14 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 1 046 | 216 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 140 153 | 7,32 | 28 998 | 45,68 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 5 265 | 13,40 | 1 089 | 54,03 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2 638 | 5,52 | 546 | 43,04 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 4 846 | 0,23 | 1 003 | 36,14 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 2 117 | −4,16 | 438 | 30,06 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 3 580 | 126,58 | 741 | 208,33 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 1 867 | −74,58 | 386 | −65,50 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 1 211 | −96,35 | 251 | −95,05 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 1 249 | −7,41 | 258 | 25,85 | ||||
| 2026-05-15 | 13F | Amundi | 12 185 436 | 2,95 | 2 521 166 | 39,76 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 187 340 | 0,71 | 38 761 | 36,71 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 6 461 | 76,39 | 1 337 | 139,43 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 160 176 | −60,15 | 33 140 | −45,90 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 190 097 | 11,47 | 39 331 | 51,33 | ||||
| 2026-04-21 | 13F | Penbrook Management LLC | 1 377 | 0,00 | 285 | 35,89 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 10 806 | 5,25 | 2 236 | 42,90 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 67 718 | −3,31 | 10 321 | −5,10 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 6 974 | 1,80 | 1 443 | 38,12 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 7 553 | −2,11 | 1 563 | 32,94 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 408 400 | −33,24 | 84 498 | −9,37 | |||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 10 870 | −6,68 | 2 249 | 26,65 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 3 774 | 796,44 | 781 | 1 118,75 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 92 489 | 0,81 | 19 | 46,15 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 615 | 0,00 | 127 | 36,56 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 5 650 | −5,14 | 1 053 | 5,52 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 3 065 | 0,00 | 467 | −1,68 | ||||
| 2026-04-24 | 13F | Mitchell & Pahl Private Wealth, Llc | 14 826 | 4,61 | 3 067 | 42,06 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 79 180 | −2,12 | 16 382 | 32,87 | ||||
| 2026-04-24 | 13F | Optas, LLC | 4 537 | 33,91 | 939 | 81,78 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 379 951 | 14,82 | 78 612 | 55,87 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 12 624 | 3,62 | 2 612 | 40,68 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 1 305 | 270 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 482 400 | −3,89 | 99 809 | 30,48 | |||
| 2026-05-13 | 13F | Sepio Capital, LP | 34 893 | −2,32 | 7 219 | 32,60 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 3 690 | 7,17 | 763 | 45,61 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 129 | 0,00 | 20 | −5,00 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 76 192 | 14,21 | 15 764 | 55,05 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 14 214 | 2,44 | 2 941 | 39,07 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 9 477 | 0,05 | 1 961 | 35,83 | ||||
| 2026-05-12 | 13F | Covenant Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | Put | 0 | −100,00 | 0 | ||||
| 2026-05-15 | 13F | Family Management Corp | 3 896 | 36,08 | 806 | 84,86 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 3 096 | −23,44 | 641 | 3,90 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 26 472 | −0,35 | 5 477 | 35,30 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 552 | 0,36 | 114 | 37,35 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 13 412 | −3,63 | 2 775 | 30,79 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 95 500 | −1,24 | 19 759 | 34,06 | ||||
| 2026-04-29 | 13F | Invested Advisors | 3 008 | −0,20 | 622 | 35,51 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 19 895 | −21,52 | 4 116 | 6,55 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1 019 | −30,35 | 211 | −5,41 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3 676 | 6,55 | 761 | 44,76 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 10 939 | −1,86 | 2 263 | 33,27 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 222 | −23,18 | 44 | −2,27 | ||||
| 2026-02-13 | 13F/A | Ontario Teachers Pension Plan Board | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 20 536 | 88,09 | 4 249 | 155,29 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 4 192 | 16,32 | 639 | 14,13 | ||||
| 2026-05-13 | 13F | Machina Capital S.a.s. | 30 268 | −18,21 | 6 262 | 11,03 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 1 312 | 271 | ||||||
| 2026-04-07 | 13F | St. Louis Financial Planners Asset Management, LLC | 21 175 | −13,60 | 4 381 | 17,30 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 2 292 | 4,32 | 474 | 41,92 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | 10 866 | 223,39 | 2 248 | 339,06 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | Put | 61 500 | 18,73 | 12 724 | 61,19 | |||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 1 231 | −10,08 | 255 | 22,12 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | Call | 58 600 | 45,41 | 12 124 | 97,39 | |||
| 2026-05-14 | 13F | Lighthouse Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 4 795 | −2,97 | 992 | 31,74 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 976 | 202 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | Put | 4 | −42,86 | 1 | −100,00 | |||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 4 940 | 3,28 | 1 022 | 40,38 | ||||
| 2026-05-08 | 13F/A | Notis-McConarty Edward | 12 537 | 0,44 | 2 594 | 36,33 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 29 175 | 15,33 | 6 036 | 56,58 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 6 898 | −67,94 | 1 427 | −56,48 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 1 538 | −26,16 | 318 | 0,32 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 43 641 | 1,69 | 9 029 | 38,06 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 1 827 | −5,09 | 378 | 27,27 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 697 392 | −6,63 | 144 290 | 26,75 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 24 351 | −22,41 | 5 038 | 5,33 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 075 | −1,43 | 429 | 34,06 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 15 657 376 | −8,54 | 3 239 511 | 24,16 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 65 676 | −1,53 | 14 | 30,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 2 255 | 9,63 | 467 | 48,88 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 17 396 | −1,33 | 3 599 | 33,94 | ||||
| 2026-05-12 | 13F | R.m.sincerbeaux Capital Management Llc | 3 816 | −2,55 | 790 | 32,38 | ||||
| 2026-05-15 | 13F | Solus Alternative Asset Management LP | 177 723 | 0,00 | 36 771 | 35,75 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 12 163 | 9,37 | 2 517 | 48,52 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 1 845 | −2,23 | 382 | 32,75 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 135 446 | 3,54 | 28 | 47,37 | ||||
| 2026-04-28 | 13F | Edmp, Inc. | 14 083 | −3,65 | 2 914 | 30,80 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 13 218 | −0,32 | 2 735 | 35,28 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 4 407 428 | −4,73 | 911 897 | 29,33 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 20 172 | −7,02 | 4 174 | 26,23 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 382 225 | 0,61 | 79 082 | 36,58 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 4 637 | 0,00 | 959 | 35,84 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 10 434 | −11,72 | 2 159 | 19,82 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 4 328 | 30,24 | 895 | 76,88 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 5 676 | 0,46 | 1 174 | 36,35 | ||||
| 2026-04-27 | 13F | Keating Investment Counselors Inc | 10 438 | −0,48 | 2 160 | 35,11 | ||||
| 2026-05-12 | 13F | ESG Planning | 1 037 | 215 | ||||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 1 321 | 0,00 | 273 | 35,82 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 2 841 | −33,79 | 588 | −10,24 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 1 668 | 9,45 | 345 | 48,71 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 3 421 | 0,00 | 627 | 1,13 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 20 295 | −9,24 | 4 196 | 139 766,67 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 1 867 | −18,76 | 386 | 10,29 | ||||
| 2026-05-08 | 13F | Searle & Co. | 36 582 | −3,83 | 7 569 | 30,55 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 4 812 | −3,24 | 996 | 31,44 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 106 461 | 4,26 | 22 027 | 41,54 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 21 038 | −2,22 | 4 353 | 32,72 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1 381 | 2,14 | 286 | 38,35 | ||||
| 2026-05-14 | 13F | Paragon Capital Management LLC | 17 004 | −1,54 | 3 518 | 33,66 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 7 738 | −0,72 | 1 601 | 34,88 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 1 567 | −24,04 | 324 | 3,18 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 14 308 | −1,53 | 2 960 | 33,69 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 37 364 | −0,09 | 7 731 | 35,64 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 11 229 | 2 323 | ||||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 50 | 11,11 | 10 | 66,67 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 2 499 | −1,34 | 517 | 33,94 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 14 018 | 5,18 | 2 900 | 42,79 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 59 981 | −0,82 | 12 410 | 34,64 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2 455 | 508 | ||||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Put | 649 600 | −8,73 | 134 402 | 23,91 | |||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 1 250 | −76,89 | 259 | −68,69 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 306 900 | 158,55 | 63 498 | 250,99 | |||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 313 717 | −49,23 | 64 908 | −31,08 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 6 694 | −1,52 | 1 385 | 33,82 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 3 500 | 0,00 | 724 | 35,83 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 1 369 | 283 | ||||||
| 2026-05-07 | 13F | Tacita Capital Inc | 319 | 0,00 | 66 | 37,50 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 389 993 | −2,10 | 80 689 | 32,90 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 6 556 | 8,94 | 1 356 | 47,87 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 2 835 | 0,07 | 559 | 11,82 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 3 613 | −5,25 | 551 | −10,13 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 19 028 341 | 0,74 | 3 937 | 36,76 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 50 185 | 4,33 | 10 383 | 41,63 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 18 973 | 5,28 | 3 925 | 42,94 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 3 143 | 2,11 | 650 | 38,59 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Neo Ivy Capital Management | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 148 | 0,00 | 27 | 12,50 | ||||
| 2026-05-12 | 13F | Bey-Douglas LLC | 2 782 | 3,92 | 576 | 40,93 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 2 008 | 9,73 | 396 | 45,05 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1 290 | −3,66 | 267 | 30,39 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 1 510 | 312 | ||||||
| 2026-05-15 | 13F | Aufman Associates Inc | 2 997 | 0,33 | 620 | 36,26 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 1 528 | 3,24 | 281 | 14,23 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 46 444 | −0,36 | 9 609 | 35,26 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 1 545 | 6,70 | 320 | 45,00 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 2 071 | −9,33 | 428 | 22,99 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 2 203 | 0,00 | 336 | −2,05 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 1 702 | −26,32 | 352 | 0,00 | ||||
| 2026-02-27 | 13F/A | Howard Bailey Securities, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 949 989 | 2,15 | 196 553 | 39,95 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 21 251 | −4,40 | 4 397 | 29,75 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 238 | −67,75 | 0 | |||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 6 087 | 51,99 | 1 259 | 106,39 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 3 041 | −10,37 | 629 | 21,90 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 10 257 | −0,18 | 2 122 | 35,50 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2 182 | −3,66 | 451 | 30,72 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 914 | −5,20 | 396 | 28,66 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3 421 | 37,44 | 708 | 86,54 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 1 653 | 0,00 | 342 | 35,86 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 1 494 | 309 | ||||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 5 805 | 2,62 | 1 201 | 39,21 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 4 950 | −17,09 | 1 024 | 12,65 | ||||
| 2026-04-09 | 13F | Generali Investments, Management Co LLC | 36 478 | 58,42 | 7 547 | 115,08 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Banyan Capital Management, Inc. | 3 618 | −4,74 | 749 | 29,41 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 5 292 | −0,32 | 1 095 | 35,23 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 9 623 | 305,52 | 1 991 | 450,00 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 41 | 17,14 | 8 | 60,00 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 14 243 | −0,45 | 2 947 | 35,14 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 1 200 | 0,00 | 248 | 36,26 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 8 580 | 0,83 | 1 775 | 36,96 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 246 | 0,00 | 51 | 35,14 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 3 411 | 0,00 | 706 | 35,84 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 3 907 | 19,01 | 808 | 61,60 | ||||
| 2026-05-15 | 13F | Siemens Fonds Invest GmbH | 12 745 | 0,02 | 2 637 | 35,88 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 35 967 | −7,49 | 7 | 40,00 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 1 375 | −2,55 | 284 | 32,09 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 22 240 | 2,35 | 4 601 | 38,96 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 2 786 | −9,57 | 576 | 22,81 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 11 009 | 3,85 | 2 278 | 40,99 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 1 214 | 251 | ||||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 69 612 | −19,91 | 14 403 | 8,72 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 10 428 | 8,03 | 2 158 | 46,63 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 17 094 | −1,03 | 3 537 | 34,35 | ||||
| 2026-02-10 | 13F | Gruss & Co., LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Advanced Portfolio Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 1 776 | 335 | ||||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 2 114 | 437 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 1 590 | −19,04 | 329 | 9,70 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 11 152 | −58,21 | 2 307 | −43,28 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 18 241 | −2,33 | 3 774 | 32,61 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 659 941 | −0,87 | 136 542 | 15,94 | ||||
| 2026-04-14 | 13F | Legacy Trust | 7 512 | −1,56 | 1 554 | 33,62 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 994 | 206 | ||||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 16 539 | 94,37 | 3 422 | 163,97 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 4 400 | 2,78 | 910 | 39,57 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 144 609 | 1,00 | 29 919 | 37,12 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 42 557 | 0,22 | 8 805 | 36,05 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 125 749 | 18,42 | 26 018 | 60,76 | ||||
| 2026-04-15 | 13F | Steadtrust LLC | 1 485 | 0,07 | 307 | 35,84 | ||||
| 2026-02-10 | 13F | State of Wyoming | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Moore Capital Management, Lp | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 2 968 | 0,00 | 614 | 35,84 | ||||
| 2026-05-14 | 13F | Marathon Trading Investment Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-11 | 13F | Mizuho Securities Usa Llc | 113 323 | −17,77 | 23 447 | 12,58 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 21 786 | 87,86 | 4 508 | 155,07 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 2 005 | 0,00 | 415 | 35,74 | ||||
| 2026-02-17 | 13F | Mangrove Partners | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 1 697 | 0,00 | 351 | 36,05 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 14 839 | 43,52 | 3 070 | 78,80 | ||||
| 2026-05-13 | 13F | Barrow Hanley Mewhinney & Strauss Llc | 4 228 105 | 4,69 | 874 795 | 42,11 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 7 144 | 1 478 | ||||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 12 147 | 1,39 | 2 513 | 37,70 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 99 467 | −5,69 | 15 160 | −7,44 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 7 406 | 0,57 | 1 532 | 36,54 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 33 265 | 1,00 | 6 882 | 37,12 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 1 992 | −13,39 | 412 | 17,71 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 16 397 | 13,47 | 3 392 | 54,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | Call | 458 600 | −9,04 | 94 884 | 23,47 | |||
| 2026-04-15 | 13F | Tema Etfs Llc | 35 534 | −0,55 | 7 352 | 35,00 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 6 839 | −94,61 | 1 415 | −92,68 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 971 341 | −2,78 | 407 870 | 31,98 | ||||
| 2026-05-11 | 13F | Citigroup Inc | Put | 1 246 500 | −1,64 | 257 901 | 33,52 | |||
| 2026-05-08 | 13F | Vanguard National Trust Co | 2 972 | 615 | ||||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 4 288 | −4,29 | 654 | −6,04 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 22 318 | 5,82 | 4 618 | 43,65 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-30 | 13F | Private Harbour Investment Management & Counsel, LLC | 12 282 | −0,60 | 2 541 | 34,94 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 3 445 | −2,41 | 713 | 32,34 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 6 015 | 2,56 | 1 244 | 39,31 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 13 701 | 26,76 | 2 835 | 72,07 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 2 819 681 | 765,47 | 583 | 1 089,80 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 14 840 | 0,00 | 3 070 | 35,78 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 3 643 | −67,21 | 754 | −55,52 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 5 363 | 0,00 | 987 | 13,46 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 1 358 | 3,43 | 281 | 40,00 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 31 056 | 4,27 | 6 426 | 41,55 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 13 839 | −2,50 | 2 863 | 32,36 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 4 657 | 1,68 | 964 | 37,97 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 31 907 | 3,34 | 6 602 | 40,30 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Aegon Asset Management Uk Plc | 204 534 | 34,31 | 42 310 | 82,33 | ||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 3 401 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 33 480 | 30,48 | 6 927 | 77,16 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 30 328 | −17,82 | 4 622 | −19,34 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2 521 | −32,32 | 522 | −8,11 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Ethic Inc. | 43 622 | 6,58 | 9 025 | 44,70 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 48 552 | −3,51 | 10 046 | 30,98 | ||||
| 2026-05-14 | 13F | Galaxy Digital Inc. | 9 800 | 2 028 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 29 310 | 13,19 | 6 064 | 53,67 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 1 842 | −7,72 | 381 | 25,33 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 26 240 | −1,33 | 5 045 | 9,01 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 42 140 | 6,75 | 8 719 | 44,91 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6 814 | 0,26 | 1 410 | 36,14 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 12 063 | −7,16 | 2 496 | 26,01 | ||||
| 2026-05-15 | 13F | Caption Management, LLC | Call | 200 000 | 41 380 | |||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 2 480 | 3,08 | 513 | 15,80 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 133 618 | −1,99 | 27 646 | 33,05 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 12 906 | −0,17 | 2 670 | 35,53 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 35 020 | −5,64 | 7 246 | 28,09 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 175 223 | −20,30 | 36 254 | 8,19 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 1 110 | 230 | ||||||
| 2026-05-01 | 13F | Royal London Asset Management Ltd | 1 005 583 | −0,57 | 208 055 | 34,98 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4 648 | −0,13 | 962 | 35,54 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 41 270 | −1,34 | 7 676 | 20,41 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2 053 | 3,37 | 425 | 40,40 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 1 470 | −3,29 | 304 | 31,60 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 311 474 | −0,69 | 64 444 | 34,81 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 1 653 | −0,78 | 342 | 35,18 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 26 605 | 0,82 | 5 505 | 36,88 | ||||
| 2026-05-13 | 13F | Concord Investment Counsel Inc. | 2 279 | 245,30 | 471 | 371,00 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 30 158 | −3,15 | 6 240 | 31,46 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 12 362 | −1,38 | 1 884 | −3,19 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 2 948 | 26,09 | 610 | 71,07 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1 068 | 0,00 | 221 | 35,80 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 335 | −97,28 | 71 | −96,28 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 2 489 | −70,44 | 515 | −59,86 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 50 349 | −1,71 | 10 417 | 33,45 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 107 | 22 | ||||||
| 2026-05-08 | 13F | Idaho Trust Bank | 1 233 | −47,64 | 255 | −28,77 | ||||
| 2026-05-06 | 13F | J.P. Marvel Investment Advisors, LLC | 21 489 | 10,72 | 4 446 | 50,30 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 22 949 | 2,59 | 4 748 | 39,28 | ||||
| 2026-05-11 | 13F | Chase Investment Counsel Corp | 4 151 | 25,03 | 1 | |||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2 855 | 20,57 | 591 | 63,89 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 974 | 202 | ||||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 13 354 | 2 763 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 8 543 | −1,12 | 1 768 | 34,27 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 15 798 | 0,01 | 3 269 | 35,77 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 1 600 | 0,00 | 331 | 36,21 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 5 579 | −3,34 | 1 154 | 31,29 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 5 878 | 13,02 | 1 216 | 53,54 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 3 682 | 8,14 | 762 | 46,91 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 1 208 | 250 | ||||||
| 2026-04-21 | 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 | 2 768 | 16,89 | 573 | 58,89 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 44 923 | −0,12 | 9 294 | 35,60 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 1 337 | 0,00 | 277 | 35,96 | ||||
| 2026-05-14 | 13F | TCM Advisors, LLC | 1 473 | 32,02 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 29 645 | 6,14 | 6 134 | 44,10 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 50 709 | −4,03 | 10 492 | 30,29 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 1 664 | 1,84 | 310 | 13,19 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4 138 | −14,45 | 856 | 16,15 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 699 | 0,00 | 145 | 35,85 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 7 564 | 0,00 | 1 565 | 35,76 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 16 231 | 0,00 | 3 358 | 35,79 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 12 282 | 2,64 | 2 541 | 39,39 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 20 344 106 | 7,25 | 4 286 707 | 48,28 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 2 980 | −53,83 | 617 | −37,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | Call | 1 366 200 | 107,53 | 287 872 | 186,92 | |||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 13 552 | 1,60 | 2 804 | 37,88 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 38 890 | 2,22 | 8 046 | 38,77 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 23 420 | 11,87 | 4 364 | 25,01 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 53 373 | −4,02 | 11 043 | 30,29 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 3 929 | 13,59 | 813 | 54,08 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1 251 179 | 3,88 | 258 852 | 41,02 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 76 614 | −1,53 | 15 851 | 33,67 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 39 230 | −0,95 | 8 117 | 34,46 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 149 | −8,43 | 652 | 24,24 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 17 477 | 1,72 | 3 616 | 38,08 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 1 505 | 2,31 | 311 | 38,84 | ||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 5 800 | 0,00 | 1 200 | 35,90 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 6 447 | 0,00 | 1 334 | 35,74 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 7 807 | 0,00 | 1 615 | 35,83 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 438 | −97,39 | 91 | −96,48 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 1 978 | −14,92 | 409 | 15,54 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 5 786 | 16,61 | 1 197 | 58,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | Put | 416 400 | −4,82 | 87 740 | 31,58 | |||
| 2026-04-21 | 13F | Montgomery Investment Management Inc | 43 167 | 0,00 | 8 931 | 35,77 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 20 084 | −13,55 | 4 155 | 17,37 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 640 274 | 0,58 | 132 473 | 36,54 | ||||
| 2026-04-20 | 13F | Nexus Investment Management ULC | 6 386 | −16,42 | 1 321 | 13,49 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 417 430 | −10,12 | 86 366 | 22,01 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 44 332 | −9,55 | 9 173 | 22,80 | ||||
| 2026-04-23 | 13F | Ami Asset Management Corp | 4 207 | −31,89 | 870 | −7,55 | ||||
| 2026-05-08 | 13F | Intech Investment Management Llc | 63 163 | 37,63 | 13 068 | 86,85 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 11 395 | −6,26 | 2 358 | 27,27 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 1 738 | −22,48 | 360 | 5,28 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 21 629 | 169,29 | 4 475 | 265,52 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 2 359 | 5,69 | 488 | 43,53 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 3 766 | −0,84 | 779 | 34,78 | ||||
| 2026-05-11 | 13F | 111 Capital | 3 882 | −21,07 | 803 | 7,21 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 213 | 44 | ||||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 122 821 | −1,13 | 25 | 38,89 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 2 051 | −1,44 | 424 | 33,75 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 47 966 | 1,16 | 10 | 28,57 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 3 141 | −0,63 | 647 | 34,23 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 7 151 | 52,90 | 1 480 | 107,72 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 2 834 | 15,77 | 586 | 57,10 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 22 996 | 3,96 | 4 758 | 41,12 | ||||
| 2026-04-20 | 13F | William B. Walkup & Associates, Inc. | 6 000 | −5,68 | 1 004 | 3,51 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 4 116 | −35,44 | 852 | −12,36 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 320 | 0,00 | 66 | 37,50 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 27 239 | −3,80 | 5 636 | 30,59 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 16 411 | 21,46 | 3 395 | 64,89 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 14 876 | −0,60 | 3 078 | 34,90 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 15 924 | −15,20 | 2 978 | 4,05 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 1 134 | 235 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 1 590 | −44,62 | 329 | −25,11 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 3 414 | 5,24 | 706 | 42,91 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 2 439 | 5,91 | 372 | 4,20 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 1 348 | 279 | ||||||
| 2026-05-04 | 13F | Absher Wealth Management, Llc | 118 727 | −35,43 | 24 565 | −12,35 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 8 170 | 0,91 | 1 690 | 37,06 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 37 640 | −1,92 | 5 737 | −3,74 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 73 688 | −10,23 | 15 246 | 21,86 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 2 035 | 11,26 | 421 | 51,08 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 126 862 | 3,42 | 26 248 | 40,40 | ||||
| 2026-05-01 | 13F | Campbell Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Hosking Partners LLP | 38 492 | −0,02 | 7 964 | 35,73 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 69 966 | 2,81 | 14 476 | 39,57 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 239 545 | 10,11 | 49 562 | 49,48 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 44 682 | 0,96 | 9 245 | 37,05 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 9 683 | −1,20 | 2 003 | 34,16 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 19 665 | 2,25 | 4 069 | 38,79 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 10 036 | 0,02 | 2 076 | 35,78 | ||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 31 142 | 5,06 | 6 443 | 42,64 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 20 004 | 15,34 | 4 139 | 56,60 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 220 | 81,82 | 46 | 150,00 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 393 783 | 0,44 | 81 474 | 36,35 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 179 445 | 13,39 | 27 349 | 11,29 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1 739 | 11,05 | 343 | 44,12 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 32 951 | −1,50 | 6 818 | 33,72 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 7 517 | 30,41 | 1 555 | 77,11 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 5 360 | 0,54 | 1 028 | 3,74 | ||||
| 2026-05-01 | 13F | Mh & Associates Securities Management Corp /adv | 21 293 | −11,15 | 4 406 | 20,62 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 172 | 0,00 | 36 | 34,62 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3 122 | 123,48 | 646 | 204,25 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 15 099 | 4,93 | 3 124 | 42,41 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 13 611 | 3,69 | 2 816 | 40,80 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 23 549 | 3,78 | 4 872 | 40,89 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | 3 640 | 50,79 | 1 | |||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 1 425 | 295 | ||||||
| 2026-04-17 | 13F | Coerente Capital Management | 21 255 | −0,19 | 4 398 | 35,50 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 34 417 | −57,24 | 7 121 | −41,96 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 5 800 | −12,16 | 1 200 | 19,28 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 35 720 | −0,44 | 7 390 | 35,15 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 7 281 963 | 5,73 | 1 509 245 | 43,79 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 31 396 | −16,01 | 6 | 20,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | Put | 2 500 | 362 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 46 886 | −3,78 | 9 701 | 30,62 | ||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 215 403 | 44 567 | ||||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 10 181 | 18,91 | 2 107 | 61,50 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 9 884 | −95,62 | 2 | −94,12 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 3 781 | 0,00 | 782 | 35,76 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 2 081 | −10,80 | 431 | 21,13 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 1 063 | 220 | ||||||
| 2026-02-03 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 8 969 | 0,00 | 1 856 | 35,80 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 3 926 | 8,75 | 812 | 47,64 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 7 773 | −4,91 | 1 608 | 29,16 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 4 108 | −3,84 | 844 | 19,21 | ||||
| 2026-05-15 | 13F | Utah Retirement Systems | 304 600 | −3,25 | 63 022 | 31,34 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 2 371 | 28,79 | 491 | 75,00 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 12 164 | −0,22 | 2 517 | 35,41 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 10 487 | 6,15 | 2 170 | 44,12 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 7 553 | 9,24 | 1 563 | 48,34 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 4 602 | −52,63 | 952 | −35,68 | ||||
| 2026-04-30 | 13F | Diversified Investment Strategies, LLC | 1 222 | 253 | ||||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 1 591 | −86,25 | 329 | −81,34 | ||||
| 2026-05-05 | 13F | Twin Capital Management Inc | 26 593 | 0,11 | 5 502 | 35,92 | ||||
| 2026-05-13 | 13F | Alpha Family Trust | 1 687 | 0,00 | 349 | 35,80 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 338 | 0,90 | 70 | 38,00 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1 398 | −0,29 | 289 | 35,68 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 5 595 | 0,00 | 1 158 | 35,80 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 740 | 153 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 2 167 | −1,77 | 448 | 33,33 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 11 765 | 0,60 | 2 434 | 36,59 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 5 348 | 98,15 | 1 106 | 169,10 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 3 731 | 772 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 42 640 | 109,03 | 8 822 | 186,43 | ||||
| 2026-05-14 | 13F | Brentview Investment Management LLC | 43 704 | 4,82 | 9 042 | 42,30 | ||||
| 2026-05-15 | 13F | Weiss Asset Management LP | 5 355 | 1 108 | ||||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 11 765 | 346,32 | 641 | 59,85 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 39 320 | 3,76 | 8 135 | 40,87 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 66 784 | −19,37 | 13 818 | 9,46 | ||||
| 2026-05-14 | 13F | First Pacific Advisors, LP | 6 144 | 1 271 | ||||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 560 | 0,54 | 116 | 36,90 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 46 472 | 0,07 | 9 615 | 35,86 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 5 566 | −28,47 | 1 152 | −2,87 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 35 386 | −0,72 | 7 321 | 34,78 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 428 422 | −10,61 | 88 640 | 21,35 | ||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 9 146 | 1,12 | 1 892 | 37,30 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 1 723 | 0,00 | 356 | 35,88 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 19 900 | −2,67 | 4 117 | 32,17 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 17 782 | −16,70 | 3 679 | 13,10 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 3 252 | −15,69 | 673 | 14,48 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 15 415 | 22,19 | 3 189 | 65,92 | ||||
| 2026-05-07 | 13F | Tandem Investment Advisors, Inc. | 1 583 | −38,21 | 328 | −16,15 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 5 533 | −2,11 | 1 145 | 32,87 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 211 | 129,35 | 0 | |||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 2 598 | 538 | ||||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 656 841 | −0,78 | 135 900 | 34,70 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 47 071 | 0,92 | 10 | 28,57 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 4 680 | 0,04 | 968 | 35,76 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 35 774 | 4,55 | 7 402 | 41,92 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3 132 | −57,17 | 648 | −41,83 | ||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 9 549 | 1 976 | ||||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 3 427 | 1,69 | 652 | 27,10 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 185 654 | 8,51 | 38 109 | 46,15 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 4 058 | 0,00 | 840 | 35,76 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 1 715 | 8,34 | 355 | 46,89 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 2 066 | −0,53 | 427 | 35,13 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 150 297 | 44,86 | 31 096 | 96,65 | ||||
| 2026-05-19 | 13F | Kensington Investment Counsel, LLC | 1 369 | 0,00 | 283 | 36,06 | ||||
| 2026-05-11 | 13F | Saturna Capital CORP | 1 033 | 214 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 12 347 | 1,33 | 2 555 | 37,53 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | Call | 100 | 21 | |||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 41 049 | 5,82 | 8 493 | 43,64 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 5 856 | −3,37 | 1 212 | 31,20 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 35 776 | 2,92 | 7 402 | 39,72 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 611 | 20,04 | 127 | 63,64 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 6 718 | 26,47 | 1 390 | 71,69 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Put | 25 100 | −28,49 | 5 | 0,00 | |||
| 2026-04-17 | 13F | Amarillo National Bank | 4 716 | −3,18 | 976 | 31,40 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Call | 232 200 | 112,25 | 48 | 200,00 | |||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 3 998 | 5,40 | 827 | 43,08 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 56 784 | −2,85 | 11 749 | 31,88 | ||||
| 2026-05-04 | 13F | Nicholas Company, Inc. | 52 430 | −34,48 | 10 848 | −11,05 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 3 127 | 8,20 | 647 | 46,82 | ||||
| 2026-04-07 | 13F | Eastern Bank | 52 984 | −6,20 | 10 962 | 27,33 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 104 185 | −8,88 | 21 556 | 23,69 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 1 380 | 286 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 748 | −80,70 | 155 | −73,90 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 1 057 | 219 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 5 981 | 2,93 | 1 237 | 39,77 | ||||
| 2026-05-07 | 13F | Wilkins Investment Counsel Inc | 14 879 | −0,50 | 3 078 | 35,06 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 26 859 | 1,35 | 5 557 | 37,58 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 1 849 | −3,19 | 383 | 31,27 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 37 239 | 4,78 | 7 705 | 42,25 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 17 374 | 0,39 | 3 595 | 36,29 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 7 745 | 1,22 | 1 602 | 37,39 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 1 891 | 0,80 | 391 | 37,19 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 11 124 | −1,91 | 2 302 | 33,16 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | Call | 23 000 | 15,00 | 4 759 | 56,10 | |||
| 2026-05-15 | 13F | J. Goldman & Co LP | 1 550 | −72,32 | 321 | −62,49 | ||||
| 2026-04-20 | 13F | Emprise Bank | 4 793 | −2,16 | 992 | 32,84 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 452 540 | −5,43 | 87 014 | 19,31 | ||||
| 2026-05-14 | 13F | Cedrus Wealth Group LLC | 1 304 | 270 | ||||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 114 328 | −2,53 | 23 654 | 32,32 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 42 468 | −1,19 | 8 787 | 34,14 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 162 088 | 1,39 | 33 536 | 37,64 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 14 822 | −1,60 | 3 067 | 33,59 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 246 569 | −0,38 | 51 015 | 35,23 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 22 078 | −0,09 | 4 568 | 35,64 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 3 802 | −3,16 | 787 | 31,44 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 58 520 | −2,74 | 12 108 | 32,03 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 62 319 | −5,53 | 12 894 | 28,25 | ||||
| 2026-04-29 | 13F | Mirae Asset Securities (usa) Inc. | 55 511 | 11 485 | ||||||
| 2026-02-13 | 13F | SPX Equities Gestao de Recursos Ltda | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Penney Financial, LLC | 4 349 | −21,04 | 900 | 7,15 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 90 406 | −4,01 | 18 705 | 30,31 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 1 850 | 34,25 | 383 | 81,90 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 9 090 | 10,13 | 1 881 | 49,88 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 43 | −42,67 | 9 | −27,27 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 82 798 | 22,82 | 17 131 | 66,73 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 387 | 0,00 | 80 | 37,93 | ||||
| 2026-05-14 | 13F | Aviva Plc | 1 898 306 | 0,28 | 392 760 | 36,13 | ||||
| 2026-04-01 | 13F | Neville Rodie & Shaw Inc | 55 340 | −3,02 | 11 | 37,50 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 4 648 | 72,66 | 962 | 134,39 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 3 231 | 0,00 | 669 | 35,77 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 8 112 | 0,00 | 1 678 | 35,76 | ||||
| 2026-05-15 | 13F | Aristotle Capital Management, LLC | 4 526 223 | 653,01 | 936 492 | 922,25 | ||||
| 2026-05-15 | 13F | NEOS Investment Management LLC | 272 812 | 2,75 | 56 445 | 39,48 | ||||
| 2026-05-07 | 13F | Royal Palms Capital LLC | 12 109 | −3,61 | 2 505 | 30,88 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 10 807 | 8,37 | 2 236 | 47,14 | ||||
| 2026-04-30 | 13F | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 902 | 187 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 59 070 | −9,91 | 12 222 | 22,30 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 91 489 | −4,62 | 18 886 | 29,07 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 30 426 | 34,77 | 6 295 | 82,99 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 17 648 | −3,01 | 3 651 | 31,66 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 170 | −5,03 | 35 | 29,63 | ||||
| 2026-04-28 | 13F | LGT Group Foundation | 158 904 | 2,24 | 32 877 | 38,89 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 7 943 | 7,34 | 1 643 | 45,79 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 702 | −25,48 | 145 | 1,40 | ||||
| 2026-04-21 | 13F | Robeco Institutional Asset Management B.V. | 477 464 | −13,85 | 98 787 | 16,95 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 3 588 | −6,81 | 742 | 26,62 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 3 750 | −89,40 | 776 | −85,62 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Put | 528 100 | −7,80 | 109 264 | 25,16 | |||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 514 | −1,91 | 106 | 34,18 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 1 519 | 8,97 | 0 | |||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Call | 745 800 | 34,86 | 154 306 | 83,08 | |||
| 2026-02-13 | 13F | Sei Investments Co | 696 943 | 2,79 | 106 219 | 0,88 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 153 757 | −3,08 | 32 | 29,17 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 492 077 | −6,18 | 101 811 | 27,36 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 1 475 | −11,09 | 305 | 21,03 | ||||
| 2026-04-21 | 13F | Asset Planning Services Inc /la/ /adv | 42 550 | 0,64 | 9 | 33,33 | ||||
| 2026-05-07 | 13F | Richard Young Associates, Ltd. | 1 036 | 214 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 56 314 | 2,27 | 11 652 | 38,83 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 6 329 | −1,56 | 1 309 | 33,71 | ||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 12 830 | 0,80 | 2 655 | 36,87 | ||||
| 2026-04-16 | 13F | Guardian Investment Management | 20 140 | −6,23 | 4 167 | 27,28 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 742 006 | −17,47 | 153 522 | 12,05 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 4 187 | 11,39 | 866 | 51,40 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 1 155 | 239 | ||||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 12 371 | 132,28 | 2 560 | 215,54 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 10 919 | 1,66 | 2 259 | 38,00 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 40 494 | −1,35 | 8 378 | 33,94 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 1 354 | 280 | ||||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 44 354 | −45,14 | 9 177 | −25,52 | ||||
| 2026-05-15 | 13F | Shay Capital LLC | Put | 10 000 | 2 069 | |||||
| 2026-04-22 | 13F | James Hambro & Partners | 25 300 | 2,02 | 5 234 | 38,48 | ||||
| 2026-04-22 | 13F | Diamant Asset Management, Inc. | 1 095 949 | 20 935,49 | 1 096 | 37,91 | ||||
| 2026-05-15 | 13F | 59 North Capital Management, LP | 1 022 484 | 211 552 | ||||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 1 625 | 14,84 | 336 | 56,28 | ||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 8 534 | 1,08 | 1 766 | 37,25 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 3 742 | 2,41 | 774 | 39,21 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 627 | 0,00 | 130 | 35,79 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 12 056 | 4,58 | 2 494 | 42,03 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 2 338 | 0,04 | 484 | 35,67 | ||||
| 2026-02-17 | 13F | Merewether Investment Management, LP | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 5 588 | 29,35 | 1 157 | 75,68 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 3 628 | 751 | ||||||
| 2026-04-14 | 13F | Perpetual Ltd | 343 342 | 17,81 | 71 037 | 59,93 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2 308 | 1,23 | 478 | 37,46 | ||||
| 2026-05-05 | 13F | Reik & Co., Llc | 30 530 | 0,00 | 6 317 | 35,74 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 1 706 | 0,00 | 353 | 35,77 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2 224 | 4,07 | 0 | |||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 5 631 | −0,79 | 1 165 | 34,68 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 50 525 | 1,69 | 6 528 | 39,34 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 25 753 | 78,22 | 5 328 | 141,96 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 38 563 | 60,37 | 7 979 | 117,74 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 24 549 | 1,08 | 5 079 | 37,23 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 6 575 | 12,47 | 1 360 | 52,64 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 10 834 | −16,05 | 2 242 | 13,93 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 7 912 | −0,34 | 1 637 | 35,29 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 960 | 0,00 | 199 | 35,62 | ||||
| 2026-05-14 | 13F | Dodge & Cox | 205 109 | −3,58 | 42 437 | 30,90 | ||||
| 2026-05-13 | 13F | Capital International Inc /ca/ | 148 674 | 151,56 | 30 761 | 241,51 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 26 974 | −6,43 | 5 581 | 27,02 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 2 148 | −28,21 | 444 | −2,63 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 2 923 | 34,45 | 605 | 82,48 | ||||
| 2026-04-15 | 13F | Massachusetts Wealth Management | 28 479 | 41,03 | 5 892 | 91,49 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 40 097 | −31,38 | 8 004 | −10,13 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 10 489 | 17,03 | 2 170 | 58,86 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 18 093 | −0,64 | 3 744 | 34,88 | ||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 1 105 006 | 2 954,19 | 228 626 | 4 046,26 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 2 294 | 0,00 | 475 | 23,76 | ||||
| 2026-04-23 | 13F | Asset Planning,Inc | 9 791 | 2,38 | 2 026 | 38,98 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4 485 | 1,63 | 928 | 37,95 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 1 911 | 0,00 | 395 | 35,74 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 6 400 | −2,42 | 1 | |||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 120 922 | −3,46 | 25 019 | 31,06 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 2 589 | −7,67 | 536 | 25,29 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 5 700 | 11,98 | 1 179 | 52,13 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 3 960 | −1,25 | 819 | 34,04 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 1 069 | −21,34 | 221 | 6,76 | ||||
| 2026-05-15 | 13F | DV Trading LLC | Put | 4 500 | 931 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 88 658 | 4,84 | 18 344 | 42,33 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 53 346 | 8,28 | 11 037 | 47,00 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 41 246 | −0,39 | 8 534 | 35,21 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 2 967 | −14,35 | 614 | 16,32 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 60 | −70,44 | 12 | −60,00 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 2 516 | 0,12 | 521 | 35,77 | ||||
| 2026-05-15 | 13F | Teucrium Investment Advisors, LLC | 5 240 | 1 084 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 17 782 | 6,09 | 3 679 | 44,01 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 2 409 | −2,67 | 498 | 32,10 | ||||
| 2026-05-14 | 13F | Academy Capital Management Inc/tx | 1 745 | −41,34 | 361 | −20,31 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 13 713 | −6,04 | 2 837 | 27,56 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 2 879 | 3,79 | 596 | 41,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 8 938 | 1,05 | 1 849 | 37,17 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 7 218 | −15,83 | 1 493 | 14,32 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 5 115 | 13,77 | 1 058 | 54,45 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 23 364 | 150,47 | 4 646 | 226,95 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 27 497 | 8,48 | 5 689 | 47,27 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 1 559 | 238 | ||||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 1 290 | 267 | ||||||
| 2026-05-11 | 13F | Schulhoff & Co Inc | 36 542 | −0,38 | 7 561 | 35,24 | ||||
| 2026-05-12 | 13F | SCP Investment, LP | 7 400 | 94,74 | 1 531 | 164,42 | ||||
| 2026-05-01 | 13F | General American Investors Co Inc | 86 391 | 0,00 | 17 874 | 35,76 |
