Grundläggande statistik
| Institutionella ägare | 375 total, 374 long only, 0 short only, 1 long/short - change of −1,31% MRQ |
| Aktiepris | 66,38 |
| Genomsnittlig portföljallokering | 0.1105 % - change of −48,02% MRQ |
| Institutionella aktier (lång) | 12 217 853 (ex 13D/G) - change of 1,44MM shares 13,37% MRQ |
| Institutionellt värde (lång) | $ 798 175 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF (KZ:PHO_KZ) har 375 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 12,217,853 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, 1832 Asset Management L.P., Perigon Wealth Management, LLC, Raymond James Financial Inc, Atria Investments Llc, Royal Bank Of Canada, and Pnc Financial Services Group, Inc. .
Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF (KAS:PHO_KZ) 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%.
The share price as of June 5, 2026 is 66,93 / share. Previously, on June 18, 2025, the share price was 68,58 / share. This represents a decline of 2,41% over that period.
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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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2 956 | 0,00 | 198 | −5,29 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 18 727 | 1 660,06 | 1 252 | 1 591,89 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 500 | 0,00 | 33 | −5,71 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Hm Payson & Co | 10 905 | −5,76 | 729 | −10,44 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 70 106 | 62,67 | 4 687 | 54,48 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 20 208 | 0,08 | 1 351 | −4,93 | ||||
| 2026-05-12 | 13F | Gouws Capital LLC | 16 000 | 0,00 | 1 070 | −5,06 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 3 390 | −13,96 | 227 | −18,41 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 19 347 | −28,17 | 1 294 | −31,80 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 419 926 | −3,52 | 28 076 | −8,39 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 850 | 0,00 | 57 | −5,08 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 56 090 | 33,90 | 3 750 | 27,16 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 95 | 7 | ||||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 4 000 | 0,00 | 267 | −4,98 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 908 | 64 | ||||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 533 | 0,07 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 295 258 | 1,61 | 19 741 | −3,51 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 3 600 | 0,00 | 241 | −5,14 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 800 | 0,00 | 53 | −5,36 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 5 025 | −10,54 | 336 | −15,19 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 890 | 0,00 | 60 | −4,84 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 4 318 | 0,00 | 289 | −5,26 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 811 | 0,00 | 54 | −5,26 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10 379 | 19,95 | 694 | 13,96 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 980 | 0,00 | 66 | −5,80 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3 035 | 0,03 | 203 | −5,16 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4 424 | 296 | ||||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 9 100 | −12,50 | 608 | −16,94 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 3 327 | 0,06 | 231 | −3,77 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 56 101 | 22,52 | 3 674 | 13,99 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 142 050 | 4,08 | 9 497 | −1,17 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 14 132 | 35,35 | 945 | 28,44 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 18 601 | −23,95 | 1 244 | −27,82 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 4 750 | 0,00 | 318 | −5,09 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 234 | 0,00 | 16 | −6,25 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 17 420 | 15,38 | 1 206 | 9,65 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 16 966 | −5,07 | 1 | 0,00 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 720 | −18,27 | 48 | −22,58 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 57 755 | −2,03 | 3 861 | −6,96 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 19 246 | −12,04 | 1 287 | −16,55 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3 850 | 0,00 | 257 | −5,17 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5 575 | 0,00 | 373 | −5,10 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 20 190 | 0,00 | 1 350 | −5,07 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 26 700 | 0,00 | 1 785 | −5,00 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 756 | 51 | ||||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 205 355 | 13,15 | 13 730 | 7,45 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 3 977 | 0,00 | 280 | 0,00 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 8 530 | 0,02 | 570 | −5,00 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 3 476 | 0,00 | 242 | −0,82 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 16 630 | −20,17 | 44 | −97,07 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Stenahm Asset Managment Ltd | 7 400 | 0,00 | 495 | −5,18 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 39 695 | −29,18 | 2 654 | −32,74 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 349 | 23 | −4,17 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 24 007 | −3,75 | 1 690 | −6,01 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 247 036 | 110,01 | 16 517 | 99,42 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 949 | −8,13 | 63 | −12,50 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 3 502 | 234 | ||||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3 100 | 0,00 | 207 | −5,05 | ||||
| 2026-05-15 | 13F | Guardian Capital Lp | 23 300 | 1,75 | 1 558 | −3,35 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 368 | 2,22 | 25 | −4,00 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 3 000 | 201 | ||||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 680 | 0,00 | 45 | −4,26 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 13 538 | 11,77 | 905 | 6,22 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 260 | 17 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 4 013 | −11,65 | 268 | −15,99 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 820 | −23,36 | 55 | −28,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 11 741 | −7,51 | 785 | −12,09 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 786 | 0,00 | 53 | −5,45 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 16 230 | −0,79 | 1 085 | −5,73 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2 128 | 0,00 | 142 | −4,70 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 3 370 | −1,63 | 225 | −6,64 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 96 687 | 0,99 | 6 464 | −4,09 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 40 793 | 2 727 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 245 | 7,16 | 150 | 2,04 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 16 102 | 4,63 | 1 077 | −0,65 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 779 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 31 981 | −0,20 | 2 229 | −5,87 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 26 150 | 0,00 | 1 748 | −5,05 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 35 | 0,00 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 550 | 0,00 | 37 | −5,26 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 13 899 | 3,09 | 929 | −2,11 | ||||
| 2026-05-15 | 13F | Bedell Frazier Investment Counseling, LLC | 61 554 | 0,60 | 4 116 | −4,48 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 4 077 | 13,98 | 273 | 8,37 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2 975 | 199 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 507 | 0,00 | 34 | −5,71 | ||||
| 2026-01-29 | 13F | Comerica Bank | 12 308 | −25,84 | 867 | −27,59 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 8 950 | 0,00 | 598 | −5,08 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 710 | 0,00 | 47 | −4,08 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4 508 | −42,46 | 301 | −45,37 | ||||
| 2026-05-06 | 13F | John G Ullman & Associates Inc | 3 920 | 0,00 | 262 | −5,07 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 5 044 | −30,27 | 337 | −33,79 | ||||
| 2026-01-09 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 276 | 0,00 | 18 | −5,26 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 145 | 0,00 | 10 | −10,00 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 3 362 | −87,49 | 231 | −88,44 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 785 | 52 | ||||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-22 | 13F | Motco | 800 | 0,00 | 53 | −5,36 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 18 972 | 0,00 | 1 268 | −5,02 | ||||
| 2026-05-15 | 13F | KKM Financial LLC | 3 406 | 0,00 | 240 | 0,00 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 11 415 | 1,33 | 763 | −3,78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 7 753 | −71,01 | 522 | −72,95 | ||||
| 2026-04-07 | 13F | Eastern Bank | 400 | 0,00 | 27 | −7,14 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 25 242 | 9,65 | 1 688 | 4,14 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 16 595 | 21,63 | 1 110 | 15,52 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 3 388 | 0,00 | 227 | −5,04 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 101 | 0,00 | 7 | −14,29 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 813 | 0,12 | 54 | −5,26 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 11 599 | 1,20 | 776 | −3,97 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 3 518 | 0,00 | 235 | −4,86 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 49 501 | −3,01 | 3 310 | −7,90 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 11 981 | −5,12 | 801 | −9,90 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 5 792 | −0,09 | 387 | −5,15 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 1 165 | 0,00 | 78 | −6,10 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 49 | −91,74 | 3 | −92,86 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4 503 | −0,18 | 0 | |||||
| 2026-04-22 | 13F | Gerber, Llc | 7 835 | 0,00 | 524 | −5,08 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 15 084 | 118,83 | 1 008 | 107,84 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 8 992 | −25,63 | 601 | −29,29 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 6 269 | −19,59 | 419 | −23,54 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 4 033 | 0,00 | 270 | −4,95 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 15 434 | 0,01 | 1 032 | −5,06 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 10 352 | 0,00 | 692 | −4,95 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 257 | 0,00 | 17 | −5,56 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 13 544 | 309,93 | 906 | 290,09 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Beaton Management Co. Inc. | 3 530 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 465 | 31,75 | 165 | 25,19 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10 848 | 53,57 | 725 | 45,88 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 13 040 | −1,14 | 872 | −6,14 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 480 | 23,71 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 335 431 | 13,34 | 22 428 | 7,63 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 27 259 | 0,00 | 1 823 | −5,05 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 4 973 | 0,16 | 333 | −4,87 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 100 872 | 4,26 | 6 744 | −1,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 104 | 7 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 221 756 | −5,24 | 14 827 | −10,02 | ||||
| 2026-02-02 | 13F | CX Institutional | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 5 528 | −5,15 | 370 | −10,00 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12 244 | 1,79 | 862 | −0,58 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 35 359 | −5,16 | 2 317 | −11,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 32 673 | 0,08 | 2 184 | −4,96 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 3 003 | 0,17 | 201 | −5,21 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 135 | 9 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 200 | 0,00 | 13 | −7,14 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 13 942 | 0,00 | 932 | −4,99 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 7 593 | −27,30 | 508 | −31,02 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3 521 | 7,74 | 235 | 2,17 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 946 | 0,00 | 63 | −4,55 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 49 232 | 34,65 | 3 466 | 31,49 | ||||
| 2026-04-24 | 13F | Bayban | 210 | 0,00 | 14 | 0,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 700 | 0,00 | 114 | −5,04 | ||||
| 2026-01-21 | 13F | Western Financial Corp/CA | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 836 098 | −6,75 | 55 902 | −11,45 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4 645 | 7,20 | 311 | 1,64 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 3 557 | −11,47 | 238 | −15,96 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1 957 | −86,23 | 131 | −87,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 14 586 | −4,77 | 975 | −9,55 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4 542 | −5,98 | 304 | −10,88 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 387 | 0,00 | 26 | −7,41 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Breakwater Investment Management | 424 | 0,00 | 28 | −3,45 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 1 736 | 0,00 | 118 | −6,40 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4 411 | 0,00 | 295 | −5,16 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 137 | 0,00 | 9 | 0,00 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 7 200 | −7,51 | 481 | −12,23 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 75 | 0,00 | 5 | 0,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 672 | 179 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 565 665 | −0,91 | 104 680 | −5,90 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6 020 | 16,89 | 402 | 11,05 | ||||
| 2026-05-12 | 13F | Creative Planning | 65 492 | −0,36 | 4 379 | −5,40 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 100 | 0,00 | 7 | −14,29 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9 410 | 0,03 | 629 | −4,98 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 322 | −2,03 | 155 | −6,63 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 051 | 0,10 | 71 | −2,74 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 100 | 0,00 | 7 | −14,29 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 17 280 | −2,46 | 1 217 | 6,48 | ||||
| 2026-04-15 | 13F | City Holding Co | 400 | 0,00 | 27 | −7,14 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 73 856 | −13,28 | 4 938 | −17,65 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 137 | 9 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 10 438 | −9,04 | 698 | −13,63 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 97 169 | −2,24 | 6 498 | −7,19 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 5 722 | 31,30 | 383 | 24,84 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 5 900 | 0,85 | 394 | −4,14 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 52 004 | 33,02 | 3 477 | 26,31 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 2 185 | 0,00 | 146 | −4,58 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 40 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 8 000 | 535 | ||||||
| 2026-04-13 | 13F | Trust Co | 25 075 | 0,00 | 1 677 | −5,04 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 115 | 0,00 | 8 | −12,50 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 20 379 | 1,87 | 1 363 | −3,27 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 70 | −22,22 | 5 | −33,33 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Lpwm Llc | 7 387 | 25,25 | 494 | 18,80 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 94 896 | −15,39 | 6 345 | −19,65 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 332 | 490 | ||||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4 708 | 0,00 | 315 | −5,14 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 4 297 | 15,60 | 287 | 9,96 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 3 955 | 0,00 | 264 | −5,04 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 58 408 | 5,14 | 3 905 | −0,15 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3 990 | 0,00 | 267 | −5,00 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2 217 | 46,24 | 148 | 39,62 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 215 | 0,00 | 14 | −6,67 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 100 | 0,00 | 7 | −14,29 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 781 | 0,00 | 52 | −10,53 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 443 | −53,02 | 30 | −56,06 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 412 | 0,00 | 28 | −3,57 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 7 151 | 20,65 | 478 | 14,63 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 7 674 | 0,01 | 513 | −5,00 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 1 002 | 0,00 | 67 | −5,71 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 7 144 | 2,00 | 495 | −4,44 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9 330 | −6,93 | 624 | −12,75 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 180 133 | 28,49 | 12 044 | 133 711,11 | ||||
| 2026-04-08 | 13F | Dudley & Shanley, Inc. | 32 780 | 0,00 | 2 192 | −5,07 | ||||
| 2026-01-20 | 13F | SS&H Financial Advisors, Inc. | 7 200 | 0,00 | 1 | −100,00 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 186 428 | 11,96 | 12 465 | 6,31 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 32 729 | 10,67 | 2 188 | 5,09 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1 891 | 8,18 | 126 | 2,44 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 49 397 | 1,45 | 3 303 | −3,68 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 5 900 | 47,50 | 394 | 40,21 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5 646 | −48,51 | 377 | −51,17 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 28 900 | 572,09 | 1 932 | 539,74 | |||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3 164 | −8,45 | 214 | −12,35 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 325 | 0,00 | 22 | −4,55 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 3 900 | 0,00 | 281 | 3,31 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 6 023 | 0,00 | 403 | −5,19 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 11 335 | 0,00 | 758 | −5,14 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 16 193 | 0,00 | 1 083 | −5,09 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 200 | 0,00 | 14 | 0,00 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3 868 | 0,00 | 259 | −5,15 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3 015 | 19,36 | 204 | 14,69 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 4 486 | 0 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5 396 | 3,23 | 361 | −2,17 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 6 075 | 0,00 | 406 | −4,92 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3 059 | 0,00 | 205 | −5,12 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 3 260 | 0,00 | 218 | −5,24 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 46 | 3 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 13 250 | 126,50 | 898 | 112,56 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 3 452 | −7,68 | 231 | −12,55 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 407 | 0,00 | 27 | −3,57 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 6 597 | 1,54 | 441 | −3,50 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 6 582 | 0,00 | 440 | −4,97 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2 568 | −5,52 | 172 | −10,47 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 608 | 0,00 | 41 | −4,76 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 4 428 | −2,72 | 298 | −6,87 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 100 | 0,00 | 7 | −14,29 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 8 114 | −38,08 | 543 | −41,21 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 55 822 | −6,97 | 3 732 | −11,67 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 161 010 | −13,88 | 10 767 | −18,22 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 14 034 | 17,64 | 938 | 11,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 23 686 | 2,06 | 1 584 | −3,12 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 75 651 | −62,74 | 5 327 | 37 942,86 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 11 147 | 0,00 | 745 | −4,97 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 462 | 27,98 | 33 | 23,08 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 350 | 0,00 | 23 | −4,17 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1 518 | −16,87 | 101 | −21,09 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 20 | 66,67 | 1 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 28 273 | 1,02 | 1 890 | −4,06 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 2 700 | 0,00 | 190 | −2,06 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 3 981 | 0,00 | 266 | −5,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 51 399 | 4,51 | 3 436 | −0,75 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 58 147 | −1,84 | 3 888 | −6,88 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 18 449 | −32,30 | 1 234 | −37,25 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 8 723 | 0,10 | 583 | −4,89 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 13 565 | −8,54 | 907 | −13,22 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 80 | 0,00 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 29 649 | 5,06 | 1 982 | −0,25 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 16 440 | −2,66 | 1 099 | −7,65 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 4 182 | 0,17 | 280 | −4,78 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 504 | 99,21 | 34 | 94,12 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 254 | −0,39 | 18 | 0,00 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 6 707 | 0,15 | 448 | −4,88 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5 509 | 1,77 | 368 | −3,41 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 13 299 | −5,41 | 889 | −10,11 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 264 | 0,00 | 18 | −5,56 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 11 907 | −15,43 | 796 | −19,68 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 50 548 | −1,40 | 3 380 | −6,37 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 16 500 | −19,26 | 1 103 | −24,14 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 353 972 | 676,37 | 23 667 | 637,26 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 18 004 | 0,00 | 1 204 | −5,05 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 6 323 | 0 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 5 698 | 0,04 | 381 | −5,24 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 7 964 | 0,08 | 1 | |||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 221 | 0,00 | 15 | −6,67 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 1 957 | 10,01 | 131 | 4,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 7 653 | 512 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 4 923 | −21,57 | 0 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 2 260 | −11,37 | 151 | −15,64 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 427 217 | 11,17 | 28 564 | 5,57 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 3 047 | 0,00 | 204 | −5,14 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1 773 | 0,17 | 119 | −4,84 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 821 | 0,24 | 55 | −5,26 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 322 472 | 1,10 | 88 421 | −4,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 317 | 0,00 | 21 | −9,09 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 41 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 220 | −31,48 | 148 | −35,09 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 52 | 0,00 | 3 | 0,00 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 724 | 76,65 | 182 | 68,52 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 24 751 | −6,66 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 29 661 | −1,78 | 1 983 | −6,73 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 274 | 0,37 | 18 | −5,26 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5 982 | 0,07 | 400 | −5,00 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 12 | 1 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 23 863 | −4,12 | 1 595 | −8,96 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 3 500 | 0,00 | 234 | −4,88 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | LRI Investments, LLC | 4 170 | 0,00 | 279 | −5,12 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 650 | 43 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 7 100 | 0,00 | 475 | −5,01 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 5 985 | 10,12 | 400 | 4,71 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 68 420 | −1,25 | 4 575 | −6,23 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 16 159 | −2,01 | 1 080 | −6,98 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 9 738 | 0,43 | 651 | −4,55 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 31 084 | −3,66 | 2 078 | −8,50 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 3 877 | −15,44 | 259 | −19,57 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 631 | 0,00 | 42 | −4,55 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8 297 | −1,51 | 555 | −6,58 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 215 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1 000 | 0,00 | 70 | −2,78 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 590 | 0,00 | 39 | −4,88 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 395 | −7,93 | 26 | −13,33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 58 720 | 10,79 | 3 926 | 5,25 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1 000 | 900,00 | 67 | 1 220,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 221 | 0,00 | 15 | −6,67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3 429 | 0,00 | 232 | −9,06 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 3 302 | 0,00 | 221 | −5,17 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 8 948 | −1,14 | 605 | −5,18 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 2 700 | 0,00 | 182 | −4,21 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 12 396 | −1,80 | 829 | −9,01 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 425 | 0,00 | 28 | −3,45 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 9 092 | 0,01 | 608 | −5,16 | ||||
| 2026-04-28 | 13F | McGinn Investment Management, Inc. | 7 406 | −3,14 | 0 | |||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 111 | 0,00 | 7 | 0,00 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 19 364 | 0,90 | 1 | 0,00 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 3 003 | 0,00 | 201 | −5,21 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 3 500 | 0,00 | 234 | −4,88 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 5 835 | −7,79 | 390 | −12,36 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 1 345 | 0,00 | 90 | −7,29 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 25 462 | −7,68 | 1 702 | −12,31 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 4 700 | 0,00 | 314 | −4,85 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 3 500 | 0,00 | 234 | −4,88 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 5 191 | −0,40 | 347 | −5,19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 667 470 | 69,81 | 44 627 | 61,25 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 4 650 | 311 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4 389 | 0,00 | 293 | −5,18 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 12 625 | 0,00 | 844 | −4,95 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 748 | 0,06 | 117 | −5,69 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 3 090 | 0,00 | 207 | −5,07 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 6 880 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 132 | 9 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 36 312 | 16,94 | 2 428 | 11,02 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 9 854 | 8,36 | 659 | 2,81 | ||||
| 2026-05-04 | 13F | Nwam Llc | 3 926 | −1,33 | 262 | −10,88 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 3 216 | 0,00 | 215 | −4,87 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 25 896 | −1,88 | 1 731 | −5,41 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13 769 | 376,44 | 921 | 353,20 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 206 | 0,00 | 14 | −6,67 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 84 836 | 12,71 | 5 672 | 7,04 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 15 297 | −5,03 | 1 023 | −9,88 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 888 | −3,88 | 260 | −8,80 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 6 075 | −8,58 | 406 | −13,06 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 023 | 11,59 | 202 | 6,32 | ||||
| 2026-05-08 | 13F | Bokf, Na | 1 410 | 0,00 | 94 | −5,05 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 4 071 | 0,00 | 272 | −4,90 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1 350 | 0,00 | 90 | −5,26 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1 592 | 2,05 | 0 | −100,00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 132 | 0,00 | 9 | −11,11 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 141 | 7,22 | 344 | 1,78 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 550 | 37 | ||||||
| 2026-04-16 | 13F | Polianta Ltd | 153 700 | 0,00 | 10 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18 534 | 1,04 | 1 239 | −4,03 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 6 671 | −12,65 | 446 | −16,95 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 354 | 0,28 | 24 | −4,17 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 7 973 | 2,51 | 533 | −2,56 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 5 720 | 0,03 | 382 | −4,98 | ||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 562 918 | 8,21 | 37 637 | 2,76 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 18 347 | −0,92 | 1 227 | −5,91 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 3 697 | 0,00 | 247 | −5,00 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairman Group, LLC | 0 | 0 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 3 687 | −89,28 | 247 | −89,84 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 6 141 | 0,00 | 411 | −5,09 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13 573 | −11,51 | 907 | −15,94 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 775 | 0 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5 847 | 0,02 | 391 | −5,11 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 980 | 0,00 | 66 | −5,80 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 558 | 0,00 | 0 |
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