Grundläggande statistik
| Institutionella ägare | 851 total, 846 long only, 1 short only, 4 long/short - change of 0,20% MRQ |
| Genomsnittlig portföljallokering | 1.3224 % - change of 6,29% MRQ |
| Institutionella aktier (lång) | 132 536 322 (ex 13D/G) - change of −0,86MM shares −1,31% MRQ |
| Institutionellt värde (lång) | $ 15 497 375 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares 3-7 Year Treasury Bond ETF (MX:IEI) har 851 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 132,536,322 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Bank Of America Corp /de/, Captrust Financial Advisors, Invesco Ltd., Financial Engines Advisors L.L.C., Envestnet Asset Management Inc, Assetmark, Inc, Fmr Llc, UBS Group AG, and Morgan Stanley .
iShares Trust - iShares 3-7 Year Treasury Bond ETF (BMV:IEI) 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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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Midwest Trust Co | 4 718 | −3,83 | 560 | −4,44 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 15 | 2 | ||||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 1 955 | 0,41 | 232 | −0,43 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 200 | 0,00 | 24 | 0,00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 48 087 | −0,42 | 5 703 | −1,04 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 14 900 | 80,45 | 1 767 | 79,39 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4 441 | 2,90 | 527 | 2,14 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 10 898 | 105,08 | 1 293 | 103,79 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 8 303 | −0,30 | 985 | −0,81 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2 055 | 244 | ||||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 9 623 | −1,58 | 1 141 | −2,31 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 85 | 1,19 | 10 | 0,00 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 32 433 | 0,53 | 3 847 | −0,10 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 365 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Element Wealth, LLC | 3 767 | −3,31 | 447 | −4,09 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 197 | 24 | ||||||
| 2026-01-14 | 13F | Mechanics Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5 340 | 7,60 | 633 | 6,93 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 765 | −1,67 | 90 | −2,17 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 6 684 | 158,47 | 793 | 157,14 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1 566 | −12,42 | 186 | −13,15 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 119 328 | 57,64 | 14 152 | 56,65 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 455 053 | −2,38 | 53 969 | −3,00 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 37 802 | 4 483 | ||||||
| 2026-05-14 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 1 880 | 86,51 | 223 | 85,83 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 26 320 | −0,42 | 3 122 | −1,05 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 272 569 | 0,21 | 32 327 | −0,42 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 6 258 233 | 5,63 | 742 221 | 4,97 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 404 436 | 12,41 | 47 966 | 11,70 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 379 | 0,53 | 45 | 0,00 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 3 020 | 0,00 | 360 | 0,00 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 180 | 1,12 | 21 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 594 914 | 4,66 | 189 157 | 4,01 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 2 154 | 0,00 | 257 | 0,00 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 1 205 864 | 2,80 | 143 016 | 2,15 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 50 467 | 15,98 | 5 985 | 15,25 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 5 866 | −24,17 | 696 | −24,70 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 360 | 0,00 | 43 | 0,00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 89 | 0,00 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 761 | 140,06 | 90 | 143,24 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 106 | 0,95 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 57 | 0,00 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 47 889 | 5 680 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26 923 | 9,41 | 3 193 | 8,72 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 114 547 | 18,61 | 13 585 | 17,86 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 67 436 | 14,99 | 7 998 | 14,26 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 2 019 | 0,30 | 238 | −0,84 | ||||
| 2026-04-13 | 13F | JCIC Asset Management Inc. | 1 715 | 0,00 | 203 | −0,49 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 2 037 | 0,00 | 242 | −0,82 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 105 882 | 1,45 | 12 553 | 0,78 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 13 316 | 2,09 | 1 579 | 1,48 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 1 727 | 206 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3 584 | 0,82 | 425 | 0,00 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 27 478 | 3,24 | 3 259 | 2,61 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 76 784 | 25,47 | 9 107 | 24,69 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 4 858 | 151 055 | 17,17 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 44 439 | 3,63 | 5 271 | 2,99 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 3 918 | 467 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 2 866 | 4,26 | 340 | 3,35 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1 765 | 209 | ||||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 145 178 | 4,79 | 17 218 | 4,14 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 186 581 | 2,21 | 22 129 | 1,57 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 127 | 0,00 | 15 | |||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 71 338 | 9,34 | 8 461 | 8,64 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 1 923 | −91,96 | 228 | −92,01 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 2 335 | 7,75 | 276 | 6,98 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 15 102 | −1,35 | 1 792 | −1,81 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 43 720 | 3,92 | 5 185 | 3,27 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 30 843 | 3 658 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 17 267 | −3,56 | 2 048 | −4,17 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 211 176 | 2,02 | 25 045 | 1,38 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 16 744 | 1 986 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 55 545 | −1,07 | 6 629 | −1,19 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 99 493 | 21,38 | 11 800 | 20,62 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 58 168 | 184,44 | 6 899 | 182,70 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-29 | 13F | WPG Advisers, LLC | 142 | 0,00 | 17 | 0,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 241 901 | 4,87 | 28 689 | 4,21 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 675 348 | −4,64 | 80 096 | −5,24 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 290 122 | 2,23 | 35 | 6,06 | ||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 647 | 76 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 1 682 | 201 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 43 618 | −1,56 | 5 173 | −2,17 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 54 315 | −10,17 | 6 434 | −10,84 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 3 694 | −10,71 | 438 | −11,16 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 4 100 | −0,24 | 486 | −0,82 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 785 | 0,00 | 446 | 2,76 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 178 684 | 9,97 | 21 192 | 9,28 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 173 121 | 86,97 | 20 422 | 84,79 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 2 511 | 0,00 | 298 | −0,67 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 8 866 | 1,29 | 1 052 | 0,67 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 31 | 4 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8 620 | −9,58 | 1 022 | −10,04 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 7 | 0,00 | 1 | |||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 17 998 | −10,31 | 2 135 | −10,86 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 4 605 | 1,84 | 546 | 1,30 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 2 712 | −70,98 | 0 | −100,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 669 | −94,09 | 198 | −94,15 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1 049 997 | 8,62 | 124 530 | 8,13 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 6 109 | −39,23 | 729 | −39,30 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 4 274 | −91,93 | 507 | −92,00 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 42 308 | −21,93 | 5 018 | −22,42 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 2 322 | −65,58 | 275 | −65,84 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 45 426 | −3,30 | 5 388 | −3,91 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 71 517 | 17,72 | 8 482 | 16,98 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 211 | 111,00 | 25 | 127,27 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 4 237 | 0,00 | 503 | −0,59 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 8 763 | −2,35 | 1 039 | −2,99 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 111 559 | 67,05 | 13 231 | 66,00 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 240 | 169,66 | 28 | 180,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 939 394 | 18,13 | 112 117 | 17,97 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 455 | 54 | ||||||
| 2026-04-30 | 13F | Summa Corp. | 8 285 | −3,93 | 983 | −4,57 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 226 745 | 17,31 | 26 892 | 16,57 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 61 160 | −0,67 | 7 254 | −1,31 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 303 | 0,00 | 36 | −2,78 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 6 519 | 171,17 | 773 | 170,28 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 169 333 | −0,53 | 20 083 | −1,15 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 272 | 0,00 | 32 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 258 197 | 21,18 | 31 | 20,00 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 15 | 0,00 | 2 | 0,00 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 15 084 | −6,82 | 1 789 | −7,45 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 23 506 | 6,43 | 2 788 | 5,77 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 305 | 4,26 | 511 | 3,66 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 11 959 | −0,30 | 1 418 | −0,70 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 130 | 0,00 | 15 | 0,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 337 503 | 10,86 | 40 028 | 10,16 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 257 944 | 1 462,54 | 30 592 | 1 452,89 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 9 485 | 31,66 | 1 125 | 30,85 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 3 785 | 0,00 | 449 | −0,67 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 189 900 | 0,00 | 23 | 0,00 | ||||
| 2026-01-08 | 13F | American National Bank of Texas | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 8 028 | 0,00 | 952 | −0,63 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 371 059 | 3,86 | 44 008 | 3,21 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 712 | 0,00 | 84 | 0,00 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 701 | 0,00 | 83 | 0,00 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 76 132 | 58,14 | 9 029 | 57,16 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 4 391 | −11,86 | 521 | −12,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 78 290 | 13,65 | 9 285 | 12,94 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2 565 | 0,00 | 304 | −0,65 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2 759 | 54,31 | 327 | 53,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 489 387 | 65,17 | 58 062 | 64,11 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 501 | 0,00 | 59 | 0,00 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 46 362 | 262,29 | 5 498 | 260,05 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 23 758 | 7,27 | 2 818 | 6,58 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 2 538 | 12,35 | 301 | 11,90 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 68 | 0,00 | 8 | 0,00 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 21 298 | −91,59 | 2 526 | −91,65 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 128 350 | −5,18 | 15 222 | −5,78 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 4 917 | 583 | ||||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 38 501 | 1,58 | 4 566 | 0,95 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 48 530 | −3,88 | 5 756 | −4,48 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 65 399 | 3,81 | 7 760 | 2,81 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1 084 487 | 9,72 | 128 620 | 9,03 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 209 | 0,00 | 25 | 0,00 | ||||
| 2026-02-03 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 6 683 | −22,36 | 793 | −22,88 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 13 014 | −0,05 | 1 543 | −0,71 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 034 | 114,97 | 123 | 114,04 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 81 764 | 2,50 | 9 697 | 1,86 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 10 936 | −82,05 | 1 297 | −82,16 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 6 493 | 770 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Verger Capital Management LLC | 12 997 | −10,55 | 1 542 | −11,13 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 34 | 0,00 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 1 716 | 0,00 | 203 | −0,49 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1 822 | 216 | ||||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 2 468 | −36,54 | 293 | −37,07 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 719 834 | 60,98 | 85 372 | 59,97 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 7 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 4 365 | 1,75 | 518 | 0,98 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 7 072 | 7,30 | 839 | 6,62 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3 556 | 1,69 | 422 | 0,96 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 8 998 | 0,42 | 1 067 | −0,19 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 16 295 | −2,16 | 1 933 | −2,77 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 612 | 12,01 | 310 | 11,15 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 22 751 | 6,23 | 2 700 | 134 900,00 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 3 033 | 360 | ||||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 3 846 | −0,03 | 456 | −0,65 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 3 409 | −24,65 | 403 | −25,23 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 22 051 | 40,40 | 2 628 | 40,23 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1 516 | −5,31 | 180 | −6,28 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 44 061 | 2,64 | 5 226 | 1,99 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 4 324 | 0,00 | 513 | −0,78 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 35 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11 014 | −52,92 | 1 306 | −53,22 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 2 | 0,00 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 27 | 0,00 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 162 535 | 6,33 | 19 277 | 5,66 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 73 | 0,00 | 0 | |||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 13 342 | 29,25 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6 036 | −5,03 | 716 | −5,67 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 218 | 0,93 | 26 | 0,00 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 4 347 | 19,00 | 517 | 18,85 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 71 394 | 3,76 | 8 521 | 3,62 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 12 919 | 57,38 | 1 532 | 56,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 319 437 | 12,13 | 37 885 | 11,43 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 2 161 | −1,59 | 256 | −2,29 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 17 392 | 2 058 | ||||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 109 940 | −0,77 | 13 039 | −1,39 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 7 | 0,00 | 1 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 117 171 | −28,85 | 13 897 | −29,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 47 200 | 475,61 | 5 598 | 472,29 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 38 657 | 4 585 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 121 560 | 14 349 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 2 037 091 | 311,61 | 241 599 | 309,02 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 009 | −5,68 | 1 306 | −6,32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 8 700 | −88,89 | 1 032 | −88,97 | |||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 2 760 | −6,82 | 327 | −7,37 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 3 333 | −10,50 | 395 | −11,04 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 24 490 | 0,51 | 2 905 | −0,10 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 5 135 | 609 | ||||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 46 200 | 2,37 | 5 479 | 1,73 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 143 566 | −2,55 | 17 027 | −3,17 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 5 351 | −35,12 | 635 | −35,57 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 57 794 | 7,00 | 6 854 | 6,33 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 7 464 | 12,55 | 885 | 11,88 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 17 030 | 9,98 | 2 020 | 9,25 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 39 | 5 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9 501 | 71,25 | 1 127 | 70,09 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 414 | 0,00 | 49 | −2,04 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 33 809 | 4,67 | 4 010 | 3,99 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 63 154 | 167,61 | 7 | 250,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 113 025 | 0,46 | 132 004 | −0,17 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 18 028 | 0,21 | 2 138 | −0,42 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2 227 | −73,87 | 264 | −74,04 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 12 173 | −41,31 | 1 444 | −41,70 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 798 | −89,32 | 95 | −89,45 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 15 101 | −0,96 | 1 791 | −1,59 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 4 049 | 480 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 2 676 | 0,00 | 317 | −0,63 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19 496 | 2,95 | 2 312 | 2,30 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 20 341 | −3,21 | 2 412 | −3,83 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 100 612 | −4,04 | 11 933 | −4,64 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 46 229 | 16,79 | 5 483 | 16,05 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 27 020 | 3 | ||||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 5 246 | −14,08 | 622 | −14,56 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 106 867 | 13,75 | 12 625 | 12,60 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 1 943 | 0,00 | 230 | −0,43 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 206 | 24 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 44 125 | 1,91 | 5 233 | 1,28 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 16 776 | 0,22 | 1 990 | −0,40 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 14 391 | −7,42 | 1 707 | −8,03 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 125 352 | −12,38 | 14 867 | −12,93 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 3 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 16 770 | 127,27 | 1 989 | 125,91 | ||||
| 2026-05-15 | 13F | Criteria Caixa, S.a.u. | 82 000 | 0,00 | 11 734 | −0,36 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 455 | 0,00 | 54 | −1,85 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 4 623 | 0,00 | 548 | −0,54 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 115 800 | −19,66 | 13 783 | −19,88 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 535 | 63 | ||||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 182 800 | 21 680 | ||||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 62 079 | 7 362 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 4 882 | −32,51 | 579 | −32,91 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 3 892 | −2,55 | 462 | −3,15 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5 248 | 130,28 | 622 | 129,52 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 260 | 0,00 | 31 | −3,23 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 8 788 | −34,46 | 1 042 | −34,87 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 844 787 | −2,18 | 219 | −3,11 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 70 122 | −4,14 | 8 316 | −4,74 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 985 127 | 31,40 | 354 036 | 30,58 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 288 900 | 18,01 | 34 264 | 17,27 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 94 909 | 28,30 | 11 256 | 27,50 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9 632 | 6,27 | 1 142 | 5,64 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 232 | 28 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 55 | 7 | ||||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | CPR Investments Inc. | 8 843 | 19,26 | 1 049 | 18,55 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 625 | −37,50 | 74 | −37,82 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 110 902 | 0,63 | 13 153 | 0,00 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2 777 | 7,93 | 329 | 7,17 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 6 238 | −1,70 | 740 | −2,51 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 7 202 | −5,75 | 854 | −6,36 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 472 | 56 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24 896 | −61,63 | 2 953 | −61,88 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 11 358 | 0,00 | 1 347 | −0,59 | ||||
| 2026-04-20 | 13F | Dock Street Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 2 776 | 0,33 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 3 226 | −1,32 | 385 | −1,28 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 92 800 | −21,43 | 11 006 | −21,92 | ||||
| 2026-05-13 | 13F | University of Illinois Foundation | 410 500 | 48 685 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 11 896 | −16,21 | 1 411 | −16,77 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6 097 | −8,36 | 723 | −8,94 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 698 | 0,00 | 83 | −1,20 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 3 914 | −1,86 | 464 | −2,32 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 22 923 | −25,59 | 2 719 | −26,06 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 10 675 | 10,35 | 1 266 | 9,71 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 46 | 5 | ||||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 3 878 | 0,00 | 460 | −0,65 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 352 425 | 9,84 | 397 598 | 9,15 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 36 072 | 12,97 | 4 278 | 12,28 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5 538 | 95,28 | 654 | 93,49 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 2 318 980 | −13,46 | 275 031 | −14,01 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 132 084 | 5,26 | 15 665 | 4,61 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 412 543 | 3,21 | 48 928 | 2,56 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 19 495 | 24,38 | 2 312 | 23,64 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 2 509 | −75,34 | 298 | −75,54 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 18 160 | 9,00 | 2 154 | 8,30 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 225 | 0,00 | 27 | 0,00 | ||||
| 2026-05-11 | 13F | Commerce Bank | 13 954 | 7,64 | 1 655 | 6,92 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 111 002 | 22,00 | 13 165 | 21,23 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 4 139 | 0,00 | 491 | −0,61 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 22 422 | −18,51 | 2 659 | −19,03 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 38 463 | 4 562 | ||||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2 515 | 0,24 | 298 | −0,33 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 27 152 | 1,95 | 3 220 | 1,35 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 93 201 | 11,35 | 11 054 | 10,65 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 133 | 0,00 | 16 | 0,00 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1 719 | 0,06 | 204 | −0,49 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 93 105 | 293,66 | 11 042 | 291,28 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 7 410 | 7,08 | 879 | 6,42 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 144 242 | −4,19 | 17 107 | −4,79 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 127 196 | −78,60 | 15 085 | −78,73 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 22 300 | −6,30 | 2 645 | −6,90 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1 713 | 0,00 | 203 | −0,49 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2 155 | 23,50 | 256 | 22,60 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 7 632 | −4,38 | 905 | −4,94 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2 125 | −45,93 | 252 | −46,27 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 1 993 | 0,00 | 236 | −0,42 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 2 387 | 283 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 14 101 | 33,72 | 1 672 | 32,91 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 101 966 | 0,25 | 12 093 | −0,38 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 70 318 | −4,19 | 8 340 | −4,80 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 1 898 | −13,25 | 225 | −13,79 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 127 | 15 | ||||||
| 2026-04-27 | 13F | Flagstone Financial Management | 2 042 | 0,00 | 242 | −0,41 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 2 949 | 0,00 | 350 | −0,57 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 214 | 25 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10 766 | −10,48 | 1 277 | −11,08 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1 734 | 3,09 | 206 | 2,50 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3 485 | 59,42 | 413 | 58,85 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 4 360 | 0,00 | 517 | −0,58 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 140 465 | −12,32 | 16 659 | −12,88 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3 099 | 0,00 | 366 | −0,81 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 227 262 | 54,51 | 27 | 52,94 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 4 071 | −29,52 | 483 | −30,04 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 2 197 | −3,89 | 261 | −4,41 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 410 840 | −0,73 | 48 726 | −1,35 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 1 410 | −22,70 | 167 | −23,04 | ||||
| 2026-05-15 | 13F | EFG International AG | 33 025 | 27,60 | 3 917 | 26,81 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 204 | −50,49 | 24 | −51,02 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2 536 | −60,88 | 301 | −61,19 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 11 650 | −1,90 | 1 382 | −2,54 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 7 591 | 0,60 | 900 | 0,00 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4 941 | −45,53 | 586 | −45,84 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 196 711 | 6,73 | 23 330 | 6,06 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 4 500 | 0,00 | 534 | −0,74 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 1 873 | 222 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 90 | 0,00 | 11 | 0,00 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 2 333 | −82,86 | 277 | −83,00 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 110 420 | −29,36 | 13 096 | −29,81 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 51 067 | 599,16 | 6 057 | 595,29 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 135 | 0,00 | 16 | 0,00 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2 589 | 307 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2 923 | 62,21 | 347 | 60,93 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 22 697 | −43,13 | 2 692 | −43,50 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 15 903 | 29,18 | 1 886 | 28,39 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 3 238 | 0,00 | 384 | −0,52 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 3 553 | 65,56 | 421 | 64,45 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 180 491 | 5,61 | 21 406 | 4,94 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 12 102 | −8,47 | 1 435 | −9,06 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 222 267 | 27,55 | 26 361 | 26,74 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 10 720 | 0,13 | 1 271 | −0,47 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 231 359 | 27 439 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2 349 | 11,38 | 279 | 10,76 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 152 305 | 2,71 | 255 263 | 2,07 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 173 | 0,00 | 21 | 0,00 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 19 | 5,56 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 11 145 | −4,98 | 1 322 | −5,58 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 11 217 | 25,81 | 1 330 | 25,00 | ||||
| 2026-05-15 | 13F | Family Management Corp | 226 | 0,00 | 27 | 0,00 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 26 768 | 41,85 | 3 175 | 40,94 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 3 649 | 0,00 | 433 | −0,69 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 118 871 | 142,79 | 14 098 | 141,28 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Clarity Financial LLC | 920 520 | −32,23 | 109 174 | −32,65 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 92 663 | 90,61 | 10 990 | 89,40 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 639 390 | 3,99 | 75 832 | 3,34 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 8 502 | 1 008 | ||||||
| 2026-04-21 | 13F | Parker Financial LLC | 7 647 | −5,64 | 907 | −6,31 | ||||
| 2026-05-05 | 13F | PFG Advisors | 148 034 | 193,04 | 17 557 | 191,19 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 7 751 | −1,36 | 919 | −1,92 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2 441 | 2,18 | 290 | 1,40 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2 403 767 | 10,47 | 285 087 | 9,77 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 13 049 | 19,23 | 1 548 | 18,45 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 2 000 | 237 | ||||||
| 2026-05-06 | 13F | CNB Bank | 1 113 | 0,00 | 132 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 3 713 | 4,83 | 440 | 4,27 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4 114 | 6,72 | 488 | 5,87 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 27 492 | 129,73 | 3 261 | 128,29 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 44 654 | 1,89 | 5 296 | 1,24 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 10 034 | −41,91 | 1 190 | −42,26 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 3 078 | 0,00 | 365 | −0,54 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 108 | 0,00 | 13 | 0,00 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 7 381 | 4,24 | 875 | 3,55 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 25 015 | 108,01 | 2 967 | 106,69 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2 323 | 0,00 | 276 | −0,72 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 17 648 | −5,45 | 2 093 | −6,02 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 81 | 0,00 | 10 | 0,00 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 341 421 | 3,94 | 40 493 | 3,29 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1 713 | 34,25 | 0 | |||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 7 697 | 18,52 | 913 | 17,68 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4 786 | 37,10 | 568 | 36,30 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 1 277 | −69,12 | 151 | −69,37 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 107 400 | 0,00 | 12 738 | −0,63 | |||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 37 415 | −0,79 | 4 437 | −1,40 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 52 086 | 6 177 | ||||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 23 928 | 5,75 | 2 834 | 4,73 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2 108 | −1,03 | 250 | −1,57 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 29 165 | 0,03 | 3 459 | −0,57 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 2 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1 503 | 132,30 | 178 | 131,17 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 3 880 | −7,09 | 460 | −7,63 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1 578 | 0,00 | 187 | −0,53 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 2 315 | −79,28 | 275 | −79,44 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 4 231 532 | −1,31 | 501 860 | −1,94 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 63 006 | 24,11 | 7 473 | 23,32 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 20 964 | 1,23 | 2 486 | 0,61 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 44 079 | −19,80 | 5 228 | −20,31 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 19 409 | 22,94 | 2 302 | 22,13 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 61 023 | 11,75 | 7 237 | 11,05 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 21 758 | 9,79 | 2 580 | 9,09 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 113 | 22,92 | 251 | 21,95 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 279 159 | 2,95 | 33 108 | 2,30 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 15 569 | 6,32 | 1 847 | 5,72 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 2 135 | 0,00 | 253 | −0,39 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 779 | −19,02 | 92 | −19,30 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 7 847 | 9,20 | 931 | 8,52 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 7 370 | 0,08 | 874 | −0,46 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 28 205 | −65,11 | 3 344 | −65,33 | ||||
| 2026-04-13 | 13F | Arwa Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1 980 | 233 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 2 263 | −6,83 | 268 | −7,27 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 27 697 | −8,99 | 3 285 | −9,58 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 180 904 | −33,19 | 18 192 | −43,79 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 129 560 | 12,92 | 15 366 | 12,21 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 475 868 | −15,41 | 56 438 | −15,94 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | F/M Investments LLC | 7 610 | 0,00 | 903 | −0,66 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 39 109 | 13,07 | 4 638 | 12,35 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 42 345 | −23,34 | 5 022 | −23,83 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 310 | 0,00 | 37 | 0,00 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 102 | 0,00 | 12 | 0,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 20 590 | 7,77 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6 591 | 1,01 | 782 | 0,39 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 52 591 | 2,76 | 6 237 | 2,13 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 855 064 | 2,54 | 338 611 | 1,90 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 18 076 | 13 698,47 | 2 144 | 14 186,67 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 3 535 | 0,08 | 419 | −0,48 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9 014 | 7,94 | 1 069 | 7,33 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 204 | 0,00 | 24 | 0,00 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 10 169 | 1 206 | ||||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 3 060 | −0,13 | 363 | −0,82 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3 146 974 | 259,58 | 373 231 | 257,32 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 438 | −0,68 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 17 475 | −5,03 | 2 073 | −5,65 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-15 | 13F | Imprint Wealth LLC | 9 | 0,00 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 407 193 | 2,66 | 48 293 | 2,02 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3 710 | −25,23 | 440 | −25,68 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 91 | 0,00 | 11 | 0,00 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 163 298 | 2,37 | 19 367 | 1,73 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1 610 | −96,55 | 191 | −96,57 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 88 | 0,00 | 10 | 0,00 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 1 256 | 149 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 96 821 | 12,20 | 11 483 | 11,50 | ||||
| 2026-04-24 | 13F | School Employees Retirement Board Of Ohio | 210 715 | 0,00 | 24 991 | −0,63 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 179 | 0,00 | 21 | 0,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 192 693 | 3,29 | 22 853 | 2,65 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 32 025 | 6,46 | 3 798 | 5,79 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 9 615 | 5,71 | 1 140 | 5,07 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 237 478 | 7,49 | 28 165 | 6,81 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 20 314 | 33,53 | 2 409 | 32,73 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 51 428 | 13,52 | 6 099 | 12,80 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 33 712 | −3,84 | 3 998 | −4,45 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 272 | 64,85 | 32 | 68,42 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 28 738 | 1 159,33 | 3 408 | 1 152,94 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4 320 | −4,09 | 512 | −4,66 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1 596 822 | 7,87 | 189 383 | 7,19 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 37 782 | 5,81 | 4 481 | 5,14 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 22 363 | 546,70 | 2 652 | 543,69 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 18 817 986 | 6,35 | 2 228 614 | 5,53 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 273 | 32 | ||||||
| 2026-04-20 | 13F | TFB Advisors LLC | 9 243 | −30,68 | 1 096 | −31,11 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1 719 | 204 | ||||||
| 2026-01-30 | 13F | BancorpSouth Bank | 4 858 | 0,00 | 580 | −0,17 | ||||
| 2026-04-21 | 13F | Value Partners Investments Inc. | 2 605 | 0,00 | 309 | −0,96 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 11 483 | 1 362 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 650 | 0,00 | 78 | 0,00 | ||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 272 300 | 7,78 | 32 295 | 7,10 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 599 | 26,53 | 308 | 25,71 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 88 | 0,00 | ||||||
| 2026-04-13 | 13F | Invariant Investment Management | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 33 755 | −4,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 345 | 871 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 96 737 | −26,46 | 11 422 | −27,26 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 3 746 | −29,49 | 444 | −29,97 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9 242 672 | 39,73 | 1 096 181 | 38,85 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 3 699 | 439 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 121 | 10,75 | 2 031 | 10,09 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 133 | 0,00 | 16 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31 979 | −25,13 | 3 793 | −25,60 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 253 | −25,46 | 149 | −26,00 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 3 013 | 0,00 | 357 | −0,56 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 11 638 | −5,84 | 1 380 | −6,44 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 447 982 | 8,46 | 53 131 | 7,78 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 117 929 | −21,08 | 13 986 | −21,58 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 14 589 | 0,21 | 1 730 | −0,40 | ||||
| 2026-04-07 | 13F | Eastern Bank | 870 | −17,30 | 103 | −17,60 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 7 938 | −22,50 | 937 | −23,45 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 42 887 | −12,27 | 5 086 | −12,82 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 12 008 | −22,36 | 1 424 | −22,94 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 171 | 0,00 | 20 | 0,00 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 3 244 | 8,10 | 385 | 7,26 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 344 980 | −16,88 | 159 515 | −17,40 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 2 917 | 37,08 | 346 | 36,36 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 1 920 | 0,10 | 228 | −0,44 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 31 419 | 5,64 | 3 726 | 4,99 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 76 419 | 3,49 | 9 063 | 2,84 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 1 761 | 2,26 | 209 | 1,46 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 5 487 | 8,93 | 651 | 8,15 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 71 648 | 85,45 | 8 497 | 84,28 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 200 | 0,00 | 24 | 0,00 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 13 367 | −2,30 | 1 585 | −2,88 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 2 561 | 2,77 | 304 | 2,02 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 5 322 | 0,00 | 631 | −0,63 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 2 300 | 273 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 643 404 | −0,12 | 76 308 | −0,75 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 27 358 | 49,44 | 3 245 | 162 150,00 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 181 | 311,36 | 21 | 320,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6 | 0,00 | 1 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 37 520 | −60,67 | 4 450 | −60,92 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4 140 | 491 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 4 279 | 0,59 | 508 | 0,00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 568 | 31,99 | 186 | 31,91 | ||||
| 2026-05-15 | 13F | Markin Asset Management, LP | 24 677 | −11,21 | 2 927 | −11,76 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 21 996 | 3,78 | 2 609 | 3,12 | ||||
| 2026-04-29 | 13F | Koa Wealth Management, LLC | 8 056 | −5,11 | 955 | −5,73 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3 811 | −33,49 | 452 | −33,97 | ||||
| 2026-04-02 | 13F | Marex Group plc | 4 346 | −4,25 | 513 | −2,10 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Ridgepath Capital Management LLC | 59 589 | −24,77 | 7 067 | −25,34 | ||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 74 906 | −44,95 | 8 884 | −45,29 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3 422 | 1,42 | 406 | 0,75 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 3 704 | 0,00 | 442 | 0,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 357 | 42 | −17,65 | |||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 18 225 | 0,00 | 2 161 | −0,64 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 86 | 0,00 | 10 | 0,00 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 3 665 | 0,00 | 435 | −0,69 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 708 | 84 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 33 938 | 31,08 | 4 025 | 30,26 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 2 924 | 347 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 583 | 0,69 | 69 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20 972 | 16,24 | 2 487 | 15,51 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 43 039 | 4,07 | 5 104 | 3,42 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 299 887 | 5,59 | 35 567 | 4,93 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 22 732 | 1,47 | 2 696 | 0,86 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 27 380 | 2,10 | 3 247 | 1,47 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 82 863 | −2,01 | 9 828 | −2,63 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 8 256 | −0,18 | 979 | −0,81 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Wit, Llc | 2 263 922 | 8,37 | 268 501 | 7,69 | ||||
| 2026-05-05 | 13F | Altman Advisors, Inc. | 63 586 | 7 541 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 5 543 | −7,52 | 657 | −8,11 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Portfolio Design Labs, LLC | 91 782 | 37,87 | 10 885 | 37,00 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 24 614 | 24,71 | 2 919 | 23,95 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 9 208 | −5,27 | 1 092 | −5,86 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 16 674 | −11,14 | 1 977 | −11,70 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 7 020 | −2,86 | 836 | −3,13 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 23 156 | 1,09 | 2 746 | 0,48 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 61 077 | −0,56 | 7 244 | −1,19 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 7 392 | −9,81 | 877 | −10,43 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 26 997 | 88,76 | 3 202 | 87,63 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 3 583 | 3,79 | 428 | 3,64 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 116 049 | 5,57 | 13 763 | 4,91 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 24 567 | −8,35 | 2 914 | −8,94 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 1 829 | −2,45 | 217 | −3,14 | ||||
| 2026-04-30 | 13F | Conning Inc. | 19 236 | 0,00 | 2 281 | −0,61 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 125 | −80,97 | 15 | −82,05 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 3 733 | 1,94 | 442 | 1,14 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 4 147 | −27,42 | 492 | −27,90 | ||||
| 2026-05-05 | 13F | Mirabaud & Cie SA | 188 618 | 2,26 | 22 370 | 1,62 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 9 690 | 0,57 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 3 391 | −55,07 | 402 | −55,33 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 49 719 | −0,40 | 5 897 | −1,02 | ||||
| 2026-04-14 | 13F | BayBridge Capital Group, LLC | 15 834 | 0,00 | 1 890 | 0,00 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 1 470 | 0,00 | 174 | −0,57 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 102 356 | −0,15 | 12 139 | −0,78 | ||||
| 2026-04-23 | 13F | American National Bank | 141 | 0,00 | 17 | 0,00 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 5 740 | 2,78 | 681 | 2,10 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 41 240 | −6,88 | 4 891 | −7,46 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 2 701 | 320 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 4 292 100 | 0,00 | 509 043 | −0,63 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 152 | 0,00 | 18 | 0,00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 7 808 | 0,58 | 922 | −0,43 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 45 303 | 9,23 | 5 373 | 8,55 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 218 | 10 800,00 | 26 | |||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 587 | −59,55 | 70 | −60,12 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | Call | 2 000 | 0,00 | 1 | −50,00 | |||
| 2026-05-13 | 13F | Cetera Investment Advisers | 897 314 | 12,05 | 106 421 | 11,35 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 15 165 | −1,15 | 1 799 | −1,80 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 28 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 360 | 35,24 | 282 | 35,10 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 26 619 | 3 157 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 128 375 | −0,01 | 15 225 | −0,64 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 816 | −30,61 | 97 | −31,43 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 886 | 0,00 | 105 | −0,95 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 3 579 | 0,00 | 424 | −0,70 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 16 001 | −6,41 | 1 898 | −7,01 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 7 948 | 949 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 6 881 | −2,45 | 816 | −2,97 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 5 336 | 189,06 | 631 | 186,82 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 45 | 0,00 | ||||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 17 192 | 4,23 | 2 039 | 3,56 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 108 266 | −70,01 | 12 840 | −70,20 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 17 109 | 30,89 | 2 029 | 30,06 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 4 814 | 63,35 | 571 | 62,39 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 7 800 | −80,90 | 925 | −81,03 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5 826 | −0,09 | 691 | −0,72 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 40 974 | 343,35 | 4 859 | 340,93 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 94 147 | 5,87 | 11 166 | 5,20 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 64 980 | 19,47 | 7 707 | 18,72 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 9 899 | 22,06 | 1 175 | 21,41 | ||||
| 2026-01-05 | 13F | City Center Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 3 250 | 0,00 | 385 | −0,52 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 59 473 | 13,53 | 7 054 | 12,81 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 118 | −41,00 | 14 | 0,00 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 45 170 | 5 391 | ||||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 14 320 | 82,07 | 1 698 | 81,02 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 7 112 | 120,94 | 843 | 119,53 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 96 | 0,00 | 11 | 0,00 | ||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 67 075 | 5,10 | 7 955 | 4,45 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 68 855 | 10,25 | 8 166 | 9,55 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 2 466 | −16,07 | 292 | −16,57 | ||||
| 2026-05-12 | 13F | Bnp Paribas | 21 565 | 11,94 | 2 558 | 11,22 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 33 965 | −6,73 | 4 028 | −7,30 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 3 367 | −82,03 | 399 | −82,16 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 2 626 | 0,00 | 311 | −0,64 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 390 414 | 54,22 | 46 303 | 53,25 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 9 066 | 0,07 | 1 075 | −0,56 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 735 908 | 11,47 | 324 479 | 10,77 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 4 541 | 0,00 | 539 | −0,55 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 2 615 | 1,28 | 310 | 0,65 | ||||
| 2026-04-20 | 13F | Emprise Bank | 8 490 | 0,00 | 1 007 | −0,69 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 846 | 72,30 | 100 | 72,41 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 86 822 | −63,99 | 10 297 | −64,22 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 1 610 | 0,00 | 191 | −1,04 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 47 485 | −4,97 | 5 627 | −5,62 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 39 048 | −4,54 | 4 631 | −5,12 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 29 872 | 2,60 | 3 543 | 1,96 | ||||
| 2026-02-17 | 13F | Adams Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 8 997 | −17,66 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2 148 | 6,65 | 255 | 5,83 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 38 636 | 20,76 | 4 582 | 20,01 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 845 738 | 4,39 | 337 219 | 3,69 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 12 735 | 2,08 | 1 510 | 1,48 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 349 025 | −18,99 | 41 394 | −19,50 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 5 856 | −50,50 | 695 | −50,85 | ||||
| 2026-05-14 | 13F | Hudson Portfolio Management LLC | 8 331 | 0,00 | 988 | −0,60 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 343 | 0,00 | 41 | 0,00 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 145 646 | 3,88 | 17 274 | 3,23 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 125 466 | −0,14 | 14 880 | −0,77 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 2 995 | 0,00 | 355 | −0,56 | ||||
| 2026-01-28 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 8 084 | 1,09 | 959 | 0,42 | ||||
| 2026-02-03 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | E&G Advisors, LP | 13 437 | 0,00 | 1 594 | −0,62 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 9 557 | 81,38 | 1 133 | 80,25 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 2 950 | −4,78 | 350 | −5,42 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 56 | 7 | ||||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 3 028 | −3,47 | 359 | −4,01 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 1 085 040 | −7,30 | 128 686 | −7,88 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 3 888 | −33,20 | 0 | |||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 2 924 | −40,58 | 347 | −41,06 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 81 000 | −22,86 | 9 607 | −23,34 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 9 100 | 1 079 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6 063 | 719 | ||||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 8 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Quest Partners LLC | 403 902 | 644,31 | 48 206 | 643,33 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 5 071 | −6,44 | 601 | −6,97 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 96 832 | 12,63 | 11 484 | 11,93 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 7 971 | −0,26 | 945 | −1,05 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 2 731 | −47,93 | 324 | −48,32 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 19 260 | 238,85 | 2 284 | 236,87 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 2 286 | −0,74 | 271 | −1,09 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 4 918 | 583 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 370 001 | 0,00 | 43 882 | −0,63 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 5 340 | −5,13 | 633 | −5,66 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 2 718 | −8,91 | 322 | −9,55 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 357 210 | 24,63 | 42 365 | 23,85 | ||||
| 2026-05-15 | 13F | SummitTX Capital, L.P. | 62 958 | 0,30 | 7 467 | −0,33 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 78 171 | −3,18 | 9 271 | −3,78 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 057 | 75,09 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 196 652 | 3,42 | 23 323 | 2,76 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 93 | 1 062,50 | 11 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 64 619 | −30,01 | 7 664 | 69 563,64 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 42 774 | −11,03 | 5 073 | −11,59 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 8 025 | 0,39 | 958 | 0,21 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 48 680 | −3,96 | 5 773 | −4,56 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 704 | 0,00 | 83 | −1,19 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 92 792 | 11 | ||||||
| 2026-05-05 | 13F | Mariner Investment Group Llc | 7 638 | 906 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 216 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 11 862 | 0,00 | 1 407 | −0,64 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1 | 0 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 41 421 | 39,23 | 4 913 | 38,37 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 57 761 | 14,42 | 6 850 | 13,69 | ||||
| 2026-05-04 | 13F | King Wealth | 2 006 | −1,67 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 21 894 | −3,05 | 2 597 | −3,67 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 50 215 | −11,28 | 5 955 | −11,84 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3 274 | −12,83 | 388 | −13,59 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 31 379 | −0,14 | 3 722 | −0,77 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 315 584 | −3,68 | 37 428 | −4,29 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 250 | 0,00 | 30 | 0,00 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 126 530 | 19,24 | 15 006 | 18,49 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | Put | 1 703 | 202 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 10 310 | 2,73 | 1 218 | 1,75 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 26 199 | −0,18 | 3 107 | −0,80 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 4 205 | −61,92 | 499 | −62,19 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2 730 | 0,40 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 329 | 411,15 | 158 | 406,45 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 127 | 0,00 | 15 | 0,00 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 1 809 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3 835 777 | −0,99 | 454 923 | −1,61 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 83 937 | 1,75 | 9 955 | 1,11 | ||||
| 2026-03-31 | 13F/A | Barclays Plc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 5 308 | 0,00 | 630 | −0,63 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2 400 | 1,48 | 285 | 0,71 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 6 407 | −42,28 | 760 | −42,67 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2 161 | 256 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 24 203 | 4,64 | 2 870 | 3,99 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 88 670 | −25,06 | 10 516 | −25,52 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 307 | 0,00 | 36 | 0,00 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 2 712 | 5,69 | 322 | 4,90 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Blue Line Capital, LLC / IL | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 5 736 | 1,92 | 680 | 1,34 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 69 805 | 34,09 | 8 331 | 33,92 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 61 758 | −2,09 | 7 324 | −2,71 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 11 268 | −88,63 | 1 336 | −88,70 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 3 524 | 0,57 | 418 | −0,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 77 849 | 235,27 | 9 233 | 233,16 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 2 128 | 1,43 | 252 | 0,40 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 117 | −91,67 | 14 | −92,22 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 11 800 | 15,75 | 1 397 | 14,70 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 73 563 | 12,74 | 8 725 | 12,03 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 21 006 | 2 491 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1 176 837 | −5,59 | 139 573 | −6,19 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 23 170 | 22,85 | 2 748 | 22,09 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 2 011 | 0,00 | 240 | 0,00 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 3 094 | −0,16 | 367 | −0,81 | ||||
| 2026-04-10 | 13F | Novem Group | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 84 937 | 6,00 | 10 074 | 5,33 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 62 074 | −3,06 | 7 362 | −3,68 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1 968 957 | 0,73 | 233 518 | 0,10 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 451 719 | 118,36 | 53 574 | 116,98 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 21 420 | −3,25 | 2 540 | −3,86 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 99 | 0,00 | 12 | 0,00 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 1 810 | −37,26 | 215 | −37,79 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 24 | 0,00 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 137 565 | 2,34 | 16 315 | 1,70 | ||||
| 2026-05-13 | 13F | West Chester Capital Advisors, Inc | 120 458 | −7,13 | 14 286 | −7,72 | ||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Boltwood Capital Management | 98 073 | −0,21 | 11 631 | −0,84 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 9 892 | −1,51 | 1 173 | −2,09 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 94 670 | 5 139,07 | 11 228 | 5 121,86 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 32 | 0,00 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 6 362 | 80,12 | 755 | 79,10 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 2 096 | 0,00 | 249 | −0,80 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 26 952 | 4,57 | 3 196 | 3,90 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13 824 | −2,54 | 1 640 | −3,13 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 4 188 | 0,00 | 497 | −0,60 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1 762 | 210 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6 212 | 737 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 100 256 | −4,62 | 11 890 | −5,21 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 37 408 | 0,69 | 4 437 | 0,07 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 11 414 | −16,43 | 1 354 | −16,99 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 20 000 | 0,00 | 2 372 | −0,63 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 55 | 0,00 | 7 | 0,00 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 25 872 | 5,47 | 3 068 | 4,82 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 76 706 | 7,62 | 9 097 | 6,95 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 137 157 | 1,84 | 16 267 | 1,19 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 62 024 | 30,94 | 7 356 | 30,13 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 250 | 30 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 593 | 0,85 | 70 | 0,00 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 13 254 | 0,00 | 1 572 | −0,25 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 7 336 | −0,39 | 870 | −1,14 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 747 310 | −0,21 | 88 631 | −0,84 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 1 742 | 0,00 | 207 | −0,48 | ||||
| 2026-04-21 | 13F | Maseco Llp | 5 328 | 1 706,10 | 632 | 1 702,86 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 8 | −38,46 | 1 | −100,00 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 10 950 | −25,44 | 1 299 | −25,91 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 1 748 | −29,63 | 207 | −30,07 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 529 872 | 10,26 | 62 515 | 8,73 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 39 564 | 161,87 | 4 692 | 160,23 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2 314 | 275 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 374 | −21,58 | 163 | −22,49 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 3 954 | 469 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 38 376 | −13,68 | 4 551 | −14,21 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 487 319 | 3,99 | 57 796 | 3,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 120 560 | −3,40 | 14 298 | −3,99 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Ndwm Llc | 3 765 | 0,19 | 446 | −0,45 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 6 862 | −0,58 | 814 | −1,22 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 7 500 | 0,00 | 890 | −0,67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 610 | 69,44 | 72 | 71,43 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 55 270 | 1,68 | 6 555 | 1,05 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 31 379 | 109,91 | 3 722 | 108,58 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 7 346 | −24,27 | 871 | −24,72 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 309 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 4 295 | 0,00 | 509 | −0,59 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 988 | 0,00 | 117 | −0,85 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 849 | 0,00 | 101 | −0,99 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 6 206 | 3,73 | 736 | 3,08 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 3 852 | 0,00 | 457 | −0,65 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 7 223 | 857 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 29 | 0,00 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 830 | 2,34 | 98 | 2,08 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 46 197 | −0,14 | 5 479 | −0,78 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 3 145 | −3,08 | 373 | −3,88 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 3 788 | −18,50 | 449 | −18,95 | ||||
| 2026-05-04 | 13F | Studio Investment Management Llc | 1 837 | 0,00 | 219 | 0,00 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 5 419 | 37,43 | 643 | 36,60 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 451 | 53 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 42 861 | 48,67 | 5 116 | 48,48 | ||||
| 2026-05-15 | 13F | Obsido Oy | 3 517 | 0,00 | 417 | −0,48 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 20 081 | 0,00 | 2 382 | −0,63 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 2 175 | −74,13 | 258 | −74,38 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 19 992 | −3,14 | 2 371 | −3,74 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 3 556 | −12,67 | 421 | −13,20 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 615 718 | 3,01 | 73 024 | 2,36 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 1 760 | 209 | ||||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 3 922 | −0,18 | 465 | −0,64 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 9 753 | −0,86 | 1 157 | −1,53 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 7 795 | 0,40 | 924 | −0,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 66 000 | 245,55 | 7 828 | 243,44 | |||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 35 556 | −3,60 | 4 217 | −4,20 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 702 | 83 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 13 900 | −15,34 | 1 649 | −15,88 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 1 800 | −89,83 | 213 | −89,91 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 256 392 | 30 408 | ||||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 32 477 | −3,15 | 3 852 | −3,75 | ||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 49 973 | 12,80 | 5 927 | 12,15 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 22 621 | −13,12 | 2 683 | −13,68 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 225 998 | 2,04 | 26 803 | 1,40 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 1 716 | −58,20 | 204 | −58,49 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 81 600 | 180,41 | 9 678 | 178,64 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 7 400 | 878 | |||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 8 121 | 2,51 | 963 | 1,90 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 27 115 | −10,67 | 3 207 | −11,58 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 27 841 | 3,31 | 3 302 | 2,64 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 25 226 | 46,48 | 2 992 | 45,55 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 741 | 1,37 | 88 | 0,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 683 | 16,16 | 81 | 15,71 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 1 760 | 0,00 | 209 | −0,95 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 048 | 0,00 | 124 | −0,80 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 18 033 | 16,80 | 2 139 | 16,07 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 6 568 | 0,92 | 779 | 0,26 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 477 | 0,00 | 57 | 0,00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 238 | 0,00 | 28 | 0,00 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 776 | 882,28 | 92 | 922,22 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 14 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1 965 | 233 | ||||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 34 898 | −1,70 | 4 139 | −2,34 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11 829 | 0,07 | 1 403 | −0,43 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 20 333 | 4,66 | 2 412 | 4,01 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 1 843 | 4,54 | 219 | 3,81 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 3 350 | 0,00 | 397 | −0,50 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 913 | −73,64 | 227 | −73,90 | ||||
| 2026-05-04 | 13F | Camden National Bank | 60 421 | 7,97 | 7 166 | 7,29 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 5 622 | 667 | ||||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 478 423 | 3,10 | 56 741 | 2,46 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 105 454 | −9,55 | 12 507 | −10,12 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Umpqua Bank | 80 024 | −41,16 | 9 491 | −41,54 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 15 024 | 13,37 | 1 772 | 11,87 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 12 385 | 216,19 | 1 469 | 214,35 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 136 | 0,00 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 995 728 | 1,38 | 236 693 | 0,74 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 97 210 | −58,96 | 11 529 | −59,22 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2 283 | 19,22 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 19 384 | 14,68 | 2 299 | 13,98 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 2 774 | 0,54 | 329 | −0,30 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 13 386 | −1,85 | 1 588 | −2,46 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6 063 | 719 | ||||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 2 972 | −3,00 | 352 | −3,56 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 43 217 | 160,30 | 5 126 | 158,71 |
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