Grundläggande statistik
| Institutionella ägare | 972 total, 968 long only, 0 short only, 4 long/short - change of 11,80% MRQ |
| Genomsnittlig portföljallokering | 1.2100 % - change of 2,42% MRQ |
| Institutionella aktier (lång) | 40 023 012 (ex 13D/G) - change of 0,05MM shares 0,18% MRQ |
| Institutionellt värde (lång) | $ 14 553 601 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard World Fund - Vanguard Mega Cap Growth ETF (MX:MGK) har 972 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 40,023,012 aktier. Största aktieägare inkluderar Assetmark, Inc, Cassaday & Co Wealth Management LLC, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Captrust Financial Advisors, Vantagepoint Investment Advisers Llc, Ameriprise Financial Inc, and Wells Fargo & Company/mn .
Vanguard World Fund - Vanguard Mega Cap Growth ETF (BMV:MGK) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | CVA Family Office, LLC | 1 824 | 0,05 | 670 | −10,90 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 287 | −7,12 | 105 | −17,32 | ||||
| 2026-05-15 | 13F | Carroll Investors, Inc | 7 668 | 411,20 | 564 | −9,05 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 716 | 263 | ||||||
| 2026-05-12 | 13F | Creative Planning | 134 579 | −1,05 | 49 450 | −11,92 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1 418 | 44,84 | 521 | 55,06 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2 698 | 0,00 | 991 | −10,96 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2 906 | 13,78 | 1 068 | 1,23 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 685 | −1,23 | 619 | −12,07 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 1 289 | 11,22 | 0 | |||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7 706 | −4,08 | 2 928 | −11,70 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 1 072 | −84,72 | 394 | −86,42 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 5 793 | 160,71 | 487 | −46,06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 792 | 0,00 | 291 | −10,74 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1 223 | 2,09 | 449 | −9,11 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 11 181 | 10,85 | 4 156 | 0,92 | ||||
| 2026-04-29 | 13F | Hartline Investment Corp/ | 2 685 | 0,00 | 987 | −11,01 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 509 | −3,05 | 210 | −0,47 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 8 783 | 3,71 | 3 455 | −1,14 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 56 | 0,00 | 21 | −13,04 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 2 809 | 6,32 | 1 032 | −5,32 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 780 | 0,00 | 287 | −10,90 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 7 | 3 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 23 203 | −27,43 | 8 526 | −35,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 173 959 | −24,84 | 63 920 | −33,10 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 4 217 | 0,07 | 1 550 | −10,93 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 1 513 | 0,00 | 556 | −11,06 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 126 | 46 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 8 951 | −1,04 | 3 289 | −11,92 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2 196 | 1,67 | 807 | −9,43 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1 052 | 0,10 | 387 | −11,06 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 3 809 | −72,49 | 1 400 | −75,52 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 594 | 586 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 5 771 | 20,23 | 2 120 | 7,02 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 6 444 | 0,81 | 2 368 | −10,27 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 173 | 0,00 | 64 | −11,27 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 663 | −0,75 | 244 | −11,64 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 2 266 | 833 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 644 | −5,99 | 239 | −15,25 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 9 594 | −4,39 | 3 528 | −14,83 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1 211 | 0,33 | 445 | −10,84 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 848 | 0,00 | 312 | −10,89 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 929 | −30,93 | 342 | −38,45 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11 708 | 9,31 | 4 302 | −2,69 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 172 | 0,58 | 63 | −10,00 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 7 315 | 0,08 | 2 688 | −10,49 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 799 | −7,09 | 294 | −17,23 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 1 775 | −34,86 | 652 | −41,99 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 11 004 | 0,00 | 4 043 | −10,99 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 103 174 | −2,03 | 37 910 | −12,61 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 770 | −2,04 | 283 | −12,96 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1 707 | 1,67 | 627 | −9,52 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1 780 | 1,37 | 654 | −9,67 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 30 | 11,11 | 11 | 0,00 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 96 | 0,00 | 35 | −10,26 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 2 201 | 809 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 2 837 | 0,00 | 1 042 | −11,02 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1 094 | 15,40 | 402 | 2,81 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2 877 | −5,89 | 1 154 | −9,13 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 24 079 | −4,21 | 8 848 | −14,74 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7 206 | 0,91 | 2 648 | −10,18 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 22 990 | 3,50 | 8 448 | −7,86 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 764 | −83,91 | 281 | −85,71 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 32 941 | −0,49 | 12 104 | −11,42 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2 411 | −2,78 | 886 | −13,49 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 19 509 | −1,76 | 7 168 | −12,54 | ||||
| 2026-04-23 | 13F | Simmons Bank | 1 400 | 0,00 | 514 | −10,92 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 97 943 | 4,63 | 35 988 | 4,99 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 1 170 | 0,00 | 430 | −11,00 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 2 473 | −7,17 | 909 | −17,38 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3 711 | 1,06 | 1 364 | −10,03 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 810 | 40,38 | 298 | 24,79 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 918 | 0,00 | 337 | −10,85 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 10 | 0,00 | 4 | 0,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 8 685 | 715 | ||||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 655 | 0,00 | 241 | −11,11 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 1 035 | 0,00 | 380 | −11,01 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 250 | 0,00 | 92 | −11,65 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2 311 | 3,35 | 849 | −7,92 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 63 | 23 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 254 840 | 15,25 | 93 638 | 2,59 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 7 109 | −7,60 | 2 612 | −17,73 | ||||
| 2026-06-04 | 13F | Evansbrook LLC | 0 | −100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6 206 | 75,21 | 2 280 | 55,95 | ||||
| 2026-04-06 | 13F | CX Institutional | 74 199 | −48,37 | 27 | −54,24 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 1 016 | 373 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 6 584 | 89,90 | 2 419 | 69,04 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 11 | 0,00 | 4 | −25,00 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 646 | 0,00 | 237 | −10,90 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Cowa, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1 459 | 0,00 | 536 | −10,96 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2 097 | −14,72 | 771 | −24,14 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11 913 | −50,20 | 4 377 | −55,67 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 32 500 | 0,00 | 12 | −15,38 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1 554 | 0,00 | 571 | −11,08 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 8 486 761 | −1,21 | 3 118 375 | −12,06 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 5 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 3 842 | 400,91 | 327 | 5,48 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 635 | 233 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 717 | 26,90 | 264 | 12,88 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1 914 | −22,51 | 703 | −31,01 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1 031 | 15,71 | 379 | 3,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 29 404 | 6,99 | 10 804 | −4,75 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1 477 | 8,05 | 543 | −3,90 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6 724 | −51,66 | 2 471 | −56,98 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 168 | 33,33 | 62 | 17,31 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 14 326 | −4,36 | 5 264 | −14,87 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 63 | 23 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3 714 | −9,13 | 1 365 | −19,15 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 4 179 | −0,95 | 1 536 | −11,83 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 14 086 | 38,71 | 5 176 | 23,50 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 655 | 37,32 | 270 | 41,36 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1 785 | −0,45 | 656 | −11,49 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3 855 | −1,38 | 1 417 | −12,21 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 99 | 0,00 | 36 | −10,00 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 91 214 | −1,08 | 33 516 | −11,95 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 74 021 | 2,88 | 27 198 | −8,41 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 2 667 | 0,00 | 980 | −11,00 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 4 918 | −0,47 | 2 030 | 2,06 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 15 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 58 240 | −0,78 | 21 400 | −11,67 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 2 324 | −11,77 | 854 | −21,53 | ||||
| 2026-05-04 | 13F | Nwam Llc | 4 011 | −43,62 | 1 474 | −49,54 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 30 | 0,00 | 11 | −8,33 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 414 | −27,87 | 152 | −35,59 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 4 295 | 0,14 | 1 578 | −10,85 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 1 243 | 0,00 | 457 | −8,80 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2 412 | 0,00 | 886 | −10,95 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 453 | −16,83 | 534 | −22,42 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 5 334 | 6,68 | 1 960 | −5,04 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 14 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 635 | 0,32 | 233 | −10,73 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 176 | 65 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 126 300 | 3,16 | 46 408 | −8,17 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 11 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 36 621 | −1,76 | 13 456 | −12,55 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 766 | 0,00 | 281 | −11,08 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 831 | 0,00 | 305 | −11,08 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 28 184 | −3,81 | 10 356 | −14,38 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 49 661 | 3,35 | 18 247 | −8,71 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2 376 | −21,25 | 883 | −29,08 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 8 645 | −4,75 | 3 176 | −15,22 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1 999 | 117,99 | 735 | 94,18 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 963 | 354 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 41 408 | −7,15 | 15 243 | −17,35 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2 255 | −25,03 | 829 | −33,28 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 5 602 | −55,99 | 2 058 | −60,83 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3 347 | −6,33 | 1 230 | −16,62 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 3 450 | 0,00 | 1 268 | −11,03 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1 188 | −17,61 | 437 | −26,72 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 7 959 | −0,26 | 2 924 | −11,21 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 9 256 | −2,33 | 3 401 | −13,04 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 7 125 | −1,55 | 2 618 | −12,35 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 1 201 | 0,00 | 496 | 0,00 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 509 | 0,00 | 210 | 2,94 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 29 | 0,00 | 11 | −9,09 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 53 910 | −1,79 | 19 809 | −12,57 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 779 | 0,39 | 286 | −10,62 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 3 294 | −21,50 | 1 210 | −30,14 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 1 022 | 0,00 | 376 | −10,93 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 804 | 0,88 | 310 | −5,49 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 597 | 0,00 | 219 | −10,98 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 43 | −53,76 | 16 | −60,53 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 21 418 | 11,59 | 7 870 | −0,67 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 3 393 | −1,25 | 1 247 | −12,13 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 25 197 | 0,09 | 9 258 | −10,90 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 411 | 0,00 | 151 | −10,65 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 598 | 0,00 | 220 | −10,98 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 6 388 | 0,74 | 2 347 | −10,32 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 208 | 76 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2 486 | 0,00 | 914 | −11,01 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5 394 | 326,07 | 396 | −24,14 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 19 | 0,00 | 7 | −14,29 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 20 158 | 17,69 | 7 407 | 4,77 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 14 | 0,00 | 5 | 0,00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2 393 | 201 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 816 | 300 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 91 914 | 40,15 | 37 939 | 43,75 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 20 346 | 400,39 | 1 714 | 2,15 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2 541 | 0,04 | 934 | −10,97 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3 368 | 0,15 | 1 238 | −10,88 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 6 522 | −9,76 | 2 397 | −19,65 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 19 535 | −2,42 | 7 178 | −13,14 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 92 | −5,15 | 34 | −17,50 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11 111 | 1,52 | 4 083 | −9,63 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 657 | 0,00 | 241 | −11,07 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 893 | −0,11 | 328 | −11,11 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1 127 | 83,55 | 414 | 63,64 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 542 393 | −14,28 | 199 297 | −23,69 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 17 | 7 | ||||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 3 271 | 0,00 | 1 202 | −11,04 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2 478 | 0,24 | 911 | −10,78 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 15 532 | 23,89 | 5 707 | 10,28 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 776 | −6,13 | 653 | −16,41 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 53 177 | 19 539 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 69 764 | 10,62 | 25 634 | −1,53 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 1 000 | 367 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 221 | 1,84 | 81 | −8,99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11 725 | −2,95 | 4 308 | −13,60 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 5 774 | 8,64 | 2 121 | −3,28 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2 000 | −2,15 | 826 | 0,36 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 326 511 | 5,96 | 119 973 | −5,61 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2 346 | −0,38 | 862 | −11,23 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 2 936 | 0,00 | 1 079 | −10,98 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 40 | 0,00 | 15 | −12,50 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 63 152 | −36,34 | 23 205 | −43,33 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 220 | 0,00 | 81 | −11,11 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 875 | −2,78 | 322 | −13,48 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Blueshift Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 1 321 | −27,85 | 485 | −35,76 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 2 991 | 0,00 | 1 099 | −11,02 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 609 | 3,57 | 224 | −7,85 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17 132 | −10,18 | 6 295 | −20,04 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 803 | 0,00 | 295 | −10,88 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2 472 | 1 020 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16 230 | 0,00 | 6 699 | 2,57 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1 326 | −0,38 | 487 | −11,29 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 867 | −2,80 | 319 | −13,59 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 9 160 | 2,32 | 3 366 | −7,38 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 734 | 0,00 | 270 | −10,93 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 565 | −21,31 | 208 | −30,07 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1 375 | 400,00 | 116 | 2,65 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 2 484 | 0,04 | 913 | −11,02 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 546 | 201 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 3 250 | 400,00 | 288 | 10,77 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 952 | −5,74 | 350 | −15,87 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 54 | 20 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Zeit Capital LLC | 55 241 | −2,31 | 20 298 | −13,04 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 12 723 | 7,78 | 4 675 | −4,06 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 609 | 0,00 | 224 | −11,16 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 177 | 0,00 | 65 | −10,96 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 21 492 | 42,45 | 7 897 | 26,82 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3 413 | −0,84 | 1 254 | −11,69 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 472 | 0,00 | 173 | −10,82 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Entrust Financial Llc | 1 358 | −4,37 | 499 | −14,87 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 1 059 | 0,00 | 389 | −10,98 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 233 737 | 6,01 | 85 884 | −5,63 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 946 | 0,00 | 348 | −11,03 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 1 873 | −2,55 | 688 | −13,24 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 1 143 | 0,00 | 420 | −11,04 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10 068 | 11,87 | 3 699 | −0,40 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 1 572 | 0,00 | 578 | −10,96 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 4 311 | 0,58 | 1 584 | −10,46 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 2 122 | −2,53 | 780 | −13,25 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 175 | 0,00 | 64 | −11,11 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 24 602 | 2,10 | 9 040 | −9,12 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1 625 | −3,85 | 597 | −14,35 | ||||
| 2026-05-13 | 13F | RFP Financial Group LLC | 5 158 | 0,00 | 1 895 | −10,99 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 745 | −5,93 | 274 | −16,26 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 3 006 | 1 104 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 3 674 | 19,64 | 1 350 | 6,47 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 159 | 66 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 745 | 0,00 | 274 | −11,07 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 3 986 | 340 | ||||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 33 191 | 11,36 | 12 196 | −0,88 | ||||
| 2026-04-21 | 13F | Sicart Associates LLC | 15 371 | 3,36 | 5 648 | −8,00 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 565 | −0,53 | 208 | −11,54 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 923 | 21,77 | 339 | 8,65 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 134 | 0,00 | 49 | −10,91 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 2 467 | 0,00 | 906 | −11,00 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 16 | −86,21 | 6 | −89,36 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17 341 | 1 451 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1 218 | 7,50 | 448 | −4,28 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 21 | −12,50 | 8 | −22,22 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 10 635 | −2,56 | 3 908 | −13,25 | ||||
| 2026-05-14 | 13F | Natixis | 281 | −21,07 | 101 | −31,76 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 982 | −1,60 | 405 | −1,46 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4 169 | −11,54 | 1 532 | −21,29 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 220 | 0,00 | 81 | −11,11 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 813 | 0,00 | 299 | −11,04 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 1 740 | 18,93 | 640 | 5,79 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 93 820 | −32,44 | 34 647 | −39,64 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 20 074 | −3,17 | 7 376 | −13,80 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 1 483 | 545 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 530 | 0,19 | 195 | −11,01 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 6 041 | −2,34 | 2 220 | −13,08 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1 034 | −1,62 | 380 | −12,47 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 1 700 | 0,00 | 625 | −10,98 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 171 | 0,00 | 63 | −11,43 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 810 | −15,45 | 298 | −24,81 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 895 | 7,83 | 329 | −4,09 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 880 | 0,00 | 323 | −11,02 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3 973 | −25,46 | 1 460 | −33,68 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 586 | 242 | ||||||
| 2026-04-21 | 13F | Systelligence, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 61 152 | 29,59 | 21 741 | 11,62 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 3 138 | −11,71 | 1 153 | −21,35 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 54 205 | −6,56 | 19 917 | −16,81 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3 792 | 87,35 | 1 393 | 66,83 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 34 191 | −0,95 | 12 563 | −11,83 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2 903 | 118,43 | 1 067 | 94,53 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 4 100 | −2,38 | 1 507 | −13,10 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 860 | −0,92 | 316 | −12,01 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 21 669 | 0,36 | 7 975 | −10,66 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 682 | 0,15 | 250 | −11,03 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26 808 | 64,59 | 9 851 | 46,51 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1 440 | 0,14 | 529 | −10,96 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 60 | 0,00 | 22 | −8,33 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 34 027 | −2,29 | 12 503 | −10,79 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1 265 | 0,08 | 465 | −10,94 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 4 006 | −0,84 | 1 472 | −11,76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 237 | 3,27 | 3 027 | −8,08 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 24 267 | 5,67 | 8 917 | −5,94 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 5 898 | −6,10 | 2 167 | −16,40 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 2 894 | −15,08 | 1 063 | −24,40 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 834 | −3,68 | 674 | −14,27 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2 599 | 405,64 | 955 | 350,00 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 939 | 13,41 | 361 | 4,65 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 1 591 | −0,81 | 585 | −11,78 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 776 | 0,00 | 285 | −10,94 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 81 | 0,00 | 30 | −12,12 | ||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 2 597 | −9,89 | 954 | −19,76 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 200 | 0,00 | 73 | −10,98 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 753 | 0,00 | 277 | −10,97 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 12 976 | −1,12 | 4 768 | −11,96 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 7 745 | 4,23 | 3 179 | 3,65 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 1 252 | 0,00 | 460 | −10,85 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 7 058 | −25,19 | 2 593 | −33,41 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 1 505 | 14,36 | 553 | 1,66 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 322 | 118 | ||||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 814 | 0,00 | 299 | −10,75 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11 457 | −4,65 | 4 210 | −15,12 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 65 414 | 11,42 | 24 039 | −0,82 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 2 199 | −14,64 | 808 | −24,08 | ||||
| 2026-05-14 | 13F | Kensington Asset Management, LLC | 261 800 | 0,00 | 108 909 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 610 | 7,21 | 224 | −4,27 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 331 | 0,00 | 122 | −11,03 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3 701 | 4,34 | 1 360 | −7,17 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 690 | −6,12 | 254 | −16,50 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2 204 | 2,80 | 810 | −8,59 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 2 192 | 21,58 | 806 | 8,20 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 208 474 | −5,36 | 76 602 | −15,76 | ||||
| 2026-05-14 | 13F | Tamar Securities, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 1 169 | 1,74 | 430 | −9,49 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 5 667 | 31,70 | 416 | −76,58 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 8 809 | 5,27 | 3 237 | −6,28 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 706 | 1,88 | 259 | −9,44 | ||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 5 441 | −23,32 | 1 999 | −31,73 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 239 281 | −2,10 | 87 921 | −12,85 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 69 | 25 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 6 | 2 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 281 | 1 730,00 | 475 | 1 596,43 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 596 | −79,24 | 219 | −81,59 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 1 348 | 0,00 | 495 | −10,97 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 773 | −0,51 | 284 | −11,25 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 180 | 0,00 | 66 | −10,81 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 5 176 | 25,27 | 1 603 | −6,04 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | VCU Investment Management Co | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 871 | 38,30 | 1 422 | 23,12 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 780 | 0,00 | 287 | −10,90 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10 349 | 3,44 | 3 803 | −7,92 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1 237 | −10,88 | 454 | −20,63 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 1 886 | 6,80 | 693 | −4,81 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1 854 | 12,50 | 681 | 0,15 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 96 | 45,45 | 35 | 29,63 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5 506 | 2,19 | 2 023 | −9,04 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 6 193 | −2,55 | 2 275 | −13,27 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 5 413 | 3,32 | 1 989 | −8,04 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 1 452 | 0,00 | 534 | −11,02 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 616 | −3,14 | 254 | −0,39 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 168 397 | 5,68 | 64 625 | −1,75 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1 974 | −0,65 | 725 | −11,59 | ||||
| 2026-05-05 | 13F | PFG Advisors | 3 320 | 4,70 | 1 220 | −6,80 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 812 | −3,10 | 298 | −13,62 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 167 | 0,00 | 61 | −10,29 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 16 656 | 27,64 | 6 120 | 13,63 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 1 005 | −5,63 | 369 | −15,95 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 29 | −30,95 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 1 415 | −11,89 | 520 | −21,60 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1 221 | −0,65 | 0 | |||||
| 2026-05-12 | 13F | Causey Wealth LLC | 5 675 | 1,98 | 2 085 | −9,23 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3 369 | −0,41 | 1 238 | −11,39 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6 535 | 11,86 | 2 401 | −0,41 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 399 | 0,00 | 147 | −10,98 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 19 609 | 4,01 | 7 205 | −7,40 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1 561 | −8,55 | 574 | −18,61 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 152 036 | 6,12 | 55 864 | −5,53 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 19 776 | −12,20 | 7 267 | −21,85 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 341 | −3,12 | 1 595 | −13,74 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 4 180 | 1,11 | 1 536 | −10,02 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 67 | 191,30 | 25 | 166,67 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 1 640 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1 711 | 1,78 | 629 | −9,38 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 41 | 15 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 792 | −14,75 | 659 | −24,11 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 589 | −19,86 | 216 | −28,71 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 19 109 | 69,87 | 7 021 | 55,13 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5 227 | 400,19 | 437 | 1,39 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 1 576 | 3,28 | 579 | −7,95 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 51 209 | 3,94 | 18 816 | −7,47 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 24 589 | 5,23 | 9 035 | −6,34 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 29 | 0,00 | 11 | −9,09 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 95 771 | −0,95 | 35 190 | −11,82 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 1 514 | 10,59 | 556 | −1,59 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1 487 | 0,00 | 546 | −10,93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 148 495 | 28,71 | 52 492 | 10,23 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1 078 | 396 | ||||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 1 064 | −5,42 | 391 | −15,95 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 445 | 0,00 | 164 | −10,93 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1 139 | 7,55 | 419 | −4,35 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 1 748 | −0,85 | 642 | −11,69 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 1 151 | 0,00 | 423 | −11,16 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 63 | 0,00 | 23 | −11,54 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 27 833 | 10 | ||||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 1 041 | 0,00 | 383 | −10,96 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 45 064 | 4,48 | 16 558 | −6,99 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8 277 | −9,53 | 3 416 | −7,20 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 1 399 | 0,00 | 514 | −10,92 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 7 667 | 16,79 | 2 817 | 3,99 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 27 060 | 17,21 | 9 943 | 4,82 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 1 497 | −6,90 | 550 | −17,04 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 35 | 0,00 | 13 | −14,29 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 869 407 | −18,28 | 319 403 | −27,27 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 610 | −27,12 | 224 | −35,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 434 071 | 17,94 | 159 495 | 4,99 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 114 | 9,62 | 42 | −4,65 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 275 168 | 0,30 | 101 108 | −10,71 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3 719 368 | 1,31 | 1 366 645 | −9,81 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 791 | 291 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 1 059 | 42,72 | 389 | 27,12 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1 072 | 0,94 | 394 | −10,27 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 60 594 | −14,15 | 22 337 | −23,34 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 192 | −17,24 | 70 | −26,32 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 39 481 | 1,58 | 14 507 | −9,58 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 20 733 | −0,58 | 8 | −12,50 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 659 | −15,94 | 242 | −20,13 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 43 954 | −1,55 | 16 133 | −12,47 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 2 616 | −78,54 | 961 | −80,41 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 1 943 | 0,00 | 802 | 0,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 6 596 | 7,72 | 2 424 | −4,12 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Onyx Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19 237 | −0,29 | 7 069 | −11,23 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4 445 | −30,72 | 1 633 | −38,33 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 37 680 | 4,82 | 13 845 | −6,69 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1 411 | 1,44 | 518 | −9,76 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 36 102 | −5,42 | 13 265 | −15,80 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 337 | 0,00 | 124 | −11,51 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 1 895 | 696 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 226 497 | −1,30 | 83 226 | −12,13 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1 881 | 3,52 | 691 | −7,87 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 62 697 | −12,89 | 23 037 | −22,46 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 616 | 226 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 622 | 0,16 | 228 | −10,94 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 642 | 0,00 | 236 | −10,98 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 4 053 | 0,10 | 1 489 | −10,89 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 33 600 | 168,80 | 12 346 | 139,29 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 11 691 | 2 233,53 | 4 296 | 1 984,95 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 11 600 | 404,35 | 4 262 | 349,10 | |||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 1 180 | −2,16 | 434 | −12,88 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 260 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 592 | 218 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 1 109 | −10,92 | 407 | −20,66 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 736 | 4,69 | 270 | −6,90 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 1 330 | 0,00 | 489 | −10,95 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 2 898 | 0,00 | 1 065 | −11,04 | ||||
| 2026-05-08 | 13F | Emissary Wealth LLC | 652 | 0,00 | 240 | −11,15 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 32 262 | −0,78 | 11 854 | −11,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 28 409 | 4,44 | 10 439 | −7,03 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 94 079 | −25,77 | 34 568 | −33,92 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1 010 | 3,80 | 371 | −7,48 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2 095 | −6,85 | 770 | −17,13 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 600 | 0,00 | 220 | −9,09 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 26 | 0,00 | 10 | −10,00 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1 930 | 709 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 996 | 0,10 | 366 | −10,98 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 1 047 | −34,03 | 385 | −41,37 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 1 537 | 8,62 | 565 | −3,42 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 150 | −21,88 | 55 | −30,38 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 201 | 0,00 | 74 | −10,98 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11 485 | −13,69 | 4 220 | −23,18 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 203 | 45,00 | 75 | 29,82 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 734 | 0,00 | 270 | −10,93 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 21 112 | −44,22 | 7 757 | −9,03 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 10 645 | 7,14 | 3 911 | −4,63 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 3 170 | −7,31 | 1 165 | −17,51 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 52 217 | 5,33 | 19 187 | −6,24 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 15 | −85,58 | 6 | −88,10 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 162 614 | −2,60 | 59 751 | −13,29 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 31 535 | −37,84 | 11 587 | −44,67 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13 232 | 17,63 | 5 462 | 20,66 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 1 607 | −5,30 | 590 | −15,71 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 763 | 0,00 | 280 | −10,83 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 3 778 | −2,12 | 1 388 | −12,87 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 175 | 64 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 6 | 50,00 | 2 | 100,00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 2 282 | −1,17 | 838 | −12,07 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Avalon Trust Co | 2 216 | −9,55 | 814 | −19,49 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 3 598 | 0,00 | 1 322 | −11,04 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 441 | 6,78 | 162 | 523,08 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 531 713 | 2,72 | 195 372 | −8,56 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 314 | 0,43 | 850 | −10,62 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 17 488 | 59,85 | 6 426 | 42,30 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 75 664 | 0,78 | 27 802 | −10,28 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 12 921 | 2,49 | 4 748 | −8,76 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2 677 | −1,07 | 984 | −11,92 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 3 785 | −0,71 | 1 391 | −11,63 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 436 | −0,81 | 895 | −11,65 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1 900 | 3,32 | 698 | −8,17 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 799 | 42,93 | 294 | 27,39 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 234 679 | −1,61 | 86 530 | −12,11 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1 734 | 637 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 4 187 | 1 538 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10 134 | 29,81 | 3 767 | 16,91 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 5 | −99,47 | 2 | −99,74 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 22 956 | −35,83 | 8 435 | −42,88 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 466 332 | 2,00 | 171 349 | −9,20 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 14 308 | 679,73 | 5 257 | 594,45 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 1 235 | 0,00 | 454 | −11,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 354 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Investment Insight Wealth Management, LLC | 27 211 | −8,24 | 9 998 | −18,32 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 978 | 0 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 23 | 0,00 | 8 | −11,11 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 13 749 | 22,93 | 5 052 | 9,42 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 8 529 | 54,34 | 3 134 | 37,41 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 58 095 | 3,55 | 21 346 | −7,82 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 795 | −11,17 | 292 | −20,87 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 33 453 | −3,62 | 12 292 | −14,20 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 1 708 | −8,76 | 628 | −18,78 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 6 794 | 2 496 | ||||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8 573 | 3,44 | 3 150 | −7,92 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7 082 | 2,43 | 2 602 | −8,80 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-18 | 13F | Graney & King, LLC | 3 069 | 81,49 | 1 128 | 61,69 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 880 | −1,68 | 323 | −12,47 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 2 325 | 0,00 | 854 | −10,95 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 52 | 19 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 100 | 0,00 | 37 | −12,20 | ||||
| 2026-05-14 | 13F | Betterment LLC | 3 914 | 14,78 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 31 093 | 1,23 | 11 425 | −9,88 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 7 989 | 3,55 | 3 298 | 6,18 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 7 443 | 109,54 | 2 735 | 86,49 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 6 679 | −16,14 | 2 454 | −25,34 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 910 | −0,33 | 376 | 12,28 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 1 971 | 0,00 | 724 | −10,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3 482 | 104,82 | 1 279 | 82,45 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 1 455 | −12,03 | 541 | −20,82 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 586 | 0,00 | 215 | −10,79 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 1 198 | 0,00 | 494 | 0,00 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 1 011 | 0,10 | 372 | −10,82 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1 031 | −88,55 | 379 | −89,83 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13 600 | 161,54 | 4 997 | 132,85 | |||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 787 | 9,15 | 289 | −2,69 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 686 | −19,77 | 252 | −28,90 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 9 032 | 0,66 | 3 319 | −10,40 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 111 | 0,00 | 45 | 10,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 142 300 | 1 029,37 | 52 287 | 905,50 | |||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 283 | 0,00 | 104 | −11,21 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 4 063 | 1 510 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 673 | −50,51 | 247 | −55,97 | ||||
| 2026-01-21 | 13F | Jericho Financial, Llp | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Activest Wealth Management | 338 | 0,00 | 124 | −10,79 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 275 | 0,00 | 101 | −10,62 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 925 | 0,00 | 382 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 796 750 | 4,63 | 292 772 | −6,93 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 2 218 | 0,05 | 815 | −11,04 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 45 | 0,00 | 17 | −11,11 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1 895 | 0,00 | 782 | 2,62 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 5 563 | −2,09 | 2 044 | −12,84 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 1 207 | 0,08 | 444 | −10,87 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 15 790 | 0,00 | 6 | −16,67 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 9 222 | −30,74 | 3 389 | −38,36 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 9 904 | 6,40 | 4 | 0,00 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9 626 | −4,90 | 3 973 | −2,46 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 860 | 0,00 | 316 | −11,02 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 2 300 | −10,23 | 845 | −20,06 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 200 | 0,00 | 73 | −10,98 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 11 707 | 4 302 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111 482 | 4,83 | 41 | −6,98 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 3 058 | 7,26 | 1 124 | −4,51 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 129 | 0,00 | 48 | −11,32 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 2 239 | 131,54 | 823 | 106,02 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 8 276 | −1,30 | 3 041 | −12,16 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 101 | 37 | ||||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 1 125 | 0,00 | 413 | −10,99 | ||||
| 2026-04-23 | 13F | Bell Bank | 1 381 | 5,50 | 507 | −6,11 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 62 600 | −4,55 | 23 002 | −15,04 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Breakwater Investment Management | 12 122 | −0,93 | 4 454 | −11,80 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4 634 | 0,00 | 1 703 | −10,98 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 3 428 | −0,70 | 1 259 | −11,59 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 20 565 | −18,49 | 7 556 | −27,44 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 36 | 0,00 | 13 | −7,14 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 6 | 2 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1 276 | 23,29 | 469 | 9,60 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 3 423 | 1,12 | 1 258 | −10,02 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2 510 | −3,46 | 922 | −14,07 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 49 157 | 0,83 | 18 048 | −10,31 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 6 183 | 851,23 | 2 272 | 747,39 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1 537 | 21,41 | 565 | 8,05 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 3 202 | 391,86 | 267 | 6,37 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 3 924 | 0,10 | 1 442 | −10,94 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 8 099 | 63,52 | 2 976 | 45,67 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 855 | 0,00 | 314 | −10,80 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 1 763 | 0,00 | 648 | −11,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 54 827 | −16,70 | 20 146 | −25,85 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1 246 | 26,75 | 458 | 12,84 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 806 | 0,00 | 296 | −10,84 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 2 028 | 7,42 | 745 | −4,36 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 44 914 | −3,40 | 16 503 | −14,01 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 785 | 0,00 | 288 | −11,11 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 7 431 | 1 416,53 | 2 730 | 1 251,49 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 548 | 0,00 | 201 | −11,06 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 621 | 0,00 | 228 | −10,94 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 026 | −1,36 | 744 | −12,16 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 495 | 0,00 | 182 | −11,27 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 4 500 | 1 653 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1 037 729 | −5,66 | 381 303 | −16,02 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43 166 | 24,48 | 15 861 | 10,81 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 600 | −24,81 | 220 | −33,13 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 825 | 0,00 | 303 | −10,88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1 375 | 18,64 | 568 | 21,67 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3 | 1 | ||||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4 199 | 1,18 | 1 543 | −9,93 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1 807 | −1,42 | 664 | −12,30 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3 591 | −35,61 | 1 319 | −42,70 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 541 188 | 20,10 | 200 735 | 7,92 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 13 727 | 5 044 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 17 291 | 6 353 | ||||||
| 2026-05-01 | 13F | American Trust | 3 637 | −6,43 | 1 336 | −16,71 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 855 | 0,00 | 314 | −10,80 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 70 | 0,00 | 26 | −10,71 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 83 274 | 1,79 | 30 598 | −9,39 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1 137 | 0,00 | 418 | −11,09 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 643 | 236 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 120 | 0,00 | 44 | −10,20 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 205 | 0,00 | 75 | −10,71 | ||||
| 2026-05-15 | 13F | EFG International AG | 120 | 44 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 9 850 | −3,57 | 3 619 | −14,16 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 6 651 | −15,12 | 2 444 | −24,46 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 14 746 | 6,17 | 5 418 | −5,48 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 27 186 | −5,45 | 9 989 | −15,83 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 100 | 0,00 | 37 | −12,20 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3 746 | −3,30 | 1 376 | −13,95 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1 018 | 0,59 | 374 | −10,55 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 29 056 | 4,80 | 10 676 | −6,71 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 20 216 | 23,10 | 7 428 | 9,59 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 843 | −14,08 | ||||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 290 | 0,00 | 107 | −10,92 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 447 | 164 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12 865 | −0,15 | 4 727 | −11,13 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1 660 | −38,45 | 610 | −45,28 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 590 | −1,67 | 217 | −12,55 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 5 098 | 0,10 | 1 873 | −10,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 70 315 | 61,15 | 25 836 | 43,45 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 1 599 | −1,24 | 588 | −12,13 | ||||
| 2026-05-07 | 13F | Ridgepath Capital Management LLC | 2 496 | 0,00 | 917 | −8,67 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 525 | −16,00 | 195 | −24,12 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 45 | −95,28 | 19 | −95,30 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 3 496 | −5,90 | 1 284 | −16,24 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 4 430 | 17,07 | 1 628 | 4,23 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 655 | 0,00 | 241 | −11,11 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 250 | 0,00 | 92 | −11,65 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 78 444 | −0,55 | 28 824 | −11,47 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 15 899 | 97,50 | 5 842 | 75,83 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 4 555 | −1,39 | 1 674 | −12,22 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 2 492 | −2,88 | 916 | −13,60 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 552 | 203 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 279 | −27,91 | 99 | −39,13 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 787 | −8,06 | 289 | −18,13 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1 426 | 0,07 | 524 | −10,88 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 32 676 | 2,65 | 12 006 | −8,62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 9 132 | 0,13 | 3 355 | −10,87 | ||||
| 2026-02-11 | 13F | Harpswell Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 11 736 | −1,63 | 4 313 | −12,43 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 12 986 | −1,41 | 4 772 | −12,25 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 94 646 | 1 247,85 | 34 777 | 1 100,00 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 927 | 0,00 | 341 | −10,99 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 1 498 | 0,00 | 550 | −11,00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 1 759 | 1,85 | 654 | −8,29 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 200 | 0,00 | 73 | −10,98 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 8 928 | −5,97 | 3 281 | −16,31 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 723 | 266 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 16 398 | −10,45 | 6 025 | −20,28 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 10 101 | 1,97 | 3 712 | −9,22 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 79 | 0,00 | 6 | −84,37 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 1 572 | −4,44 | 578 | −15,02 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 1 959 | −48,37 | 720 | −54,09 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 9 923 | −6,97 | 3 646 | −17,17 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 6 216 | 0,16 | 2 284 | −10,82 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1 153 | −1,62 | 424 | −12,42 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 923 | 0,00 | 339 | −10,79 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 197 | −27,57 | 72 | −35,71 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 623 | −46,98 | 229 | −52,99 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10 969 | 29,86 | 4 031 | 15,61 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 13 318 | −2,30 | 5 447 | −3,18 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 1 606 | 0,00 | 590 | −10,88 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 3 812 | −0,29 | 1 401 | −11,28 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 54 724 | 1,17 | 20 472 | −8,60 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 635 | 0,00 | 233 | −11,07 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 8 758 | −2,89 | 3 218 | −13,54 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 6 013 | 0,00 | 2 209 | −10,96 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 135 363 | −13,35 | 49 738 | −22,87 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 953 | 0,00 | 350 | −10,94 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 1 775 | 1,72 | 652 | −9,44 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 791 | 184,53 | 67 | −41,23 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 117 | 0,00 | 43 | −10,42 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 420 | 323,88 | 528 | 281,88 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 18 057 | 2 498 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 2 253 | 0,00 | 870 | −5,95 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 929 | 9,68 | 341 | −2,29 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 2 223 | 0,68 | 817 | −10,43 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 1 340 | 0,15 | 492 | −10,87 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3 363 | 97,82 | 1 236 | 76,32 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 590 | 217 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 425 | 156 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 156 790 | −17,36 | 57 611 | −26,44 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 258 | −53,43 | 95 | −58,77 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 573 | 0,00 | 211 | −11,02 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1 184 | −0,17 | 435 | −11,04 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 54 061 | 3,13 | 19 864 | −8,19 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 2 010 | −32,48 | 739 | −39,90 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 763 | −2,18 | 280 | −13,04 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 656 | 0,00 | 241 | −10,74 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 6 383 | 1,87 | 2 345 | −9,32 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 920 | −48,66 | 338 | −54,26 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 567 | 46,45 | 576 | 30,39 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 6 901 | 6,14 | 2 536 | −5,52 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1 215 | 16,38 | 446 | 3,72 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 18 048 | 9,73 | 7 450 | 12,56 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2 813 | −4,42 | 1 033 | −14,91 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 648 | 0,00 | 238 | −10,86 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1 040 | 0,00 | 382 | −10,96 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 5 981 | −0,65 | 2 198 | −11,55 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 2 113 | −82,66 | 776 | −84,57 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 125 | −13,19 | 46 | −23,73 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 12 952 | 4 759 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 10 384 | 0,58 | 3 815 | −10,47 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 1 710 | −3,93 | 628 | −14,44 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 77 | 28 | ||||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25 852 | 20,98 | 9 499 | 7,70 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 37 665 | 7,23 | 13 840 | −4,55 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 81 110 | 401,20 | 5 961 | −10,77 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 911 | 0,66 | 335 | −10,46 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 2 038 | 1,39 | 749 | −9,77 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 192 273 | 2,05 | 70 655 | −9,16 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 2 893 | −98,68 | 1 063 | −98,82 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 8 744 | 7,21 | 3 213 | −4,58 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 20 978 | 364,32 | 7 708 | 313,52 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 577 | −0,17 | 212 | −10,92 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 2 899 | 4,92 | 1 065 | −6,58 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 185 052 | 1,16 | 67 996 | −9,95 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 1 013 | 25,68 | 372 | 12,05 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 130 | 116,67 | 47 | 100,00 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 1 451 | −21,06 | 533 | −29,68 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 14 531 | −33,70 | 5 339 | −41,44 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 18 318 | 418,34 | 1 539 | 6,44 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 18 | 0,00 | 7 | −14,29 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 50 | −29,58 | 18 | −37,93 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 10 | 0,00 | 4 | −25,00 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 3 191 | 2,41 | 1 173 | −8,86 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4 708 | 48,33 | 1 730 | 31,98 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 1 059 | 20,62 | 389 | 7,46 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 1 747 | 0,00 | 642 | −11,10 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 54 800 | −13,29 | 20 136 | −22,82 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 10 800 | −12,20 | 3 968 | −21,84 | |||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 94 | 0,00 | 34 | −10,53 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 602 | 248 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 14 079 | 78,46 | 5 173 | 58,88 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 2 597 | 237 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 52 672 | −1,73 | 19 354 | −12,52 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 4 598 | 40,23 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 8 336 | 1,97 | 3 059 | −9,34 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 60 | 0,00 | 22 | −8,33 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 154 761 | −1,63 | 424 305 | −12,43 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 4 867 | −1,97 | 1 788 | −12,74 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 29 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 711 289 | 5,93 | 261 356 | −5,70 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2 301 | −12,04 | 845 | −21,69 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 185 | 0,00 | 68 | −11,84 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 713 | 0,14 | 262 | −10,92 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 117 | 74,63 | 43 | 55,56 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 52 | 19 | ||||||
| 2026-05-11 | 13F | Allianz Se | 216 | 0,00 | 16 | −83,15 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 1 259 | 0,16 | 463 | −10,81 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 6 939 | −3,60 | 2 550 | −14,20 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 270 | −99,83 | 99 | −38,89 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 910 | −5,31 | 334 | −15,66 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 39 848 | 55,64 | 14 642 | 38,54 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 698 | 256 | ||||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 23 | −67,61 | 8 | −72,41 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 31 988 | 8,34 | 13 205 | 11,10 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 195 895 | 4,91 | 71 952 | −6,64 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 303 | 65,57 | 0 | |||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 43 | 0,00 | 16 | −11,76 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 121 | 0,00 | 44 | −10,20 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 50 | 0,00 | 18 | −10,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 75 | 0,00 | 28 | −12,90 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 8 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 49 486 | 1,11 | 18 183 | −10,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 80 573 | 0,89 | 29 606 | −10,19 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 3 881 | 0,86 | 1 426 | −10,20 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 11 330 | 5,88 | 4 163 | −5,75 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 033 250 | −1,24 | 747 097 | −12,09 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 20 233 | 0,00 | 7 152 | −15,02 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 18 082 | 2,73 | 6 644 | −8,56 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 1 147 | 2,69 | 421 | −8,68 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2 719 | 0,00 | 1 | −100,00 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 995 | 0,00 | 366 | −10,98 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 4 057 | 19,29 | 1 491 | 6,20 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 619 | −2,98 | 230 | −8,73 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 1 094 | 0,00 | 402 | −11,09 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 1 545 | 13,35 | 568 | 0,89 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 981 | 0,00 | 360 | −10,89 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 12 198 | −3,91 | 4 482 | −14,47 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 1 469 | −3,10 | 540 | −13,76 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 3 796 | −3,83 | 1 395 | −14,43 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 1 095 | −5,60 | 402 | −15,90 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 16 081 | 149,74 | 5 909 | 122,36 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 1 682 | 6,39 | 618 | −5,21 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 3 035 | −5,10 | 1 115 | −15,47 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 426 | 1,43 | 158 | −8,67 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 5 376 | −2,98 | 1 975 | −13,64 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 9 779 | 3,05 | 3 790 | −3,64 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 625 | 0,00 | 230 | −10,89 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 63 175 | 413,78 | 23 213 | 357,40 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1 154 | −33,64 | 424 | −41,00 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 1 723 | 0,00 | 633 | −10,97 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 964 | −86,77 | 354 | −88,23 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1 716 | −5,82 | 630 | −16,22 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 736 | −9,69 | 270 | −19,64 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 91 387 | −6,24 | 33 579 | −16,54 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 1 460 | −74,53 | 537 | −77,35 | ||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 11 | 4 | ||||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 3 725 | 3,82 | 1 369 | −7,57 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 549 417 | −3,84 | 936 758 | −14,40 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 946 | −8,51 | 348 | −18,54 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 187 508 | 2,77 | 68 898 | −8,51 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 941 | 0,43 | 346 | −10,62 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 3 432 | 326,87 | 1 | |||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 235 025 | 27,44 | 86 437 | 13,47 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 21 | −4,55 | 8 | −22,22 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 3 379 | −3,76 | 1 242 | −14,35 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 11 272 | −4,17 | 4 142 | −14,71 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 21 681 | −2,97 | 7 966 | −13,63 | ||||
| 2026-05-15 | 13F | Clifford Group, LLC | 29 165 | 4,49 | 10 716 | −6,99 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 9 324 | 0,11 | 3 426 | −10,90 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 2 680 | 11,76 | 985 | −0,51 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 1 016 | −70,43 | 373 | −73,70 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 1 570 | 0,00 | 648 | 2,69 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 55 | 0,00 | 20 | −9,09 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 4 112 | −0,17 | 1 709 | 2,58 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Eastern Bank | 108 | −80,40 | 40 | −82,82 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 2 502 | 113,85 | 919 | 90,66 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 1 420 | 4,41 | 522 | −7,13 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 930 | −7,92 | 380 | −8,87 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 3 751 | −61,35 | 1 378 | −65,60 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 2 468 | 0,04 | 907 | −11,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 11 408 | −1,70 | 4 192 | −12,51 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 800 | 0,00 | 294 | −11,21 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 1 833 | −6,34 | 673 | −16,60 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 53 214 | −4,07 | 19 553 | −14,61 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 10 923 | 18,86 | 4 014 | 133 666,67 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 2 008 | 0,05 | 738 | −10,99 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 283 | 152,68 | 117 | 157,78 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 2 622 | −34,20 | 1 | −100,00 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 1 170 | 0,00 | 435 | −5,84 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2 443 | −1,17 | 898 | −12,06 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 3 108 | 0,00 | 1 142 | −10,92 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 10 575 | −0,10 | 3 886 | −11,08 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 043 | 54,77 | 751 | 37,87 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 1 288 | 0,00 | 473 | −10,92 | ||||
| 2026-05-06 | 13F | Virtus Family Office LLC | 569 | 0,00 | 209 | −10,68 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 1 187 | 0,00 | 436 | −10,84 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 7 427 | −25,60 | 2 729 | −33,76 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 300 | 0,00 | 110 | −10,57 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 9 075 | 15,99 | 3 335 | 3,25 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 89 305 | 2,61 | 32 814 | −8,66 | ||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 3 250 | 0,00 | 1 194 | −10,96 | ||||
| 2026-04-10 | 13F | Novem Group | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 6 979 | −5,36 | 2 564 | −15,74 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 77 | −25,24 | 28 | −33,33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 6 577 | 6,84 | 2 417 | −4,92 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 44 115 | −0,44 | 16 210 | −11,37 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 53 499 | 19 658 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 93 265 | 0,69 | 34 269 | −10,37 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 747 | 0,13 | 274 | −11,04 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 2 780 | −67,70 | 1 021 | −71,26 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 8 266 | −19,00 | 3 038 | −27,90 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 2 418 | 0,00 | 888 | −11,02 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 150 | 62 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 12 380 | 8,23 | 4 549 | −3,66 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 61 | 0,00 | 22 | −12,00 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Addison Advisors LLC | 348 | 22,97 | 128 | 9,48 | ||||
| 2026-05-12 | 13F | NFC Investments, LLC | 704 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 1 609 | 0,00 | 591 | −10,99 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 1 406 | 0,00 | 517 | −11,03 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 859 017 | −1,84 | 315 637 | −12,62 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 804 | 0,00 | 295 | −10,88 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 47 148 | 7,68 | 17 324 | −4,15 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 30 770 | 0,73 | 11 306 | −10,33 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 3 428 | 16,80 | 1 260 | 3,96 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 21 578 | −1,01 | 8 907 | 1,53 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 20 651 | −2,54 | 7 587 | −13,93 | ||||
| 2026-02-17 | 13F | Camarda Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 8 934 | −5,12 | 3 283 | −15,54 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1 413 | 0,07 | 519 | −10,82 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 3 684 | −12,76 | 1 354 | −22,32 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 1 168 | 0,00 | 429 | −11,00 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 571 184 | −3,10 | 209 876 | −13,74 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4 069 | 19,33 | 1 495 | 6,25 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 26 832 | −7,49 | 9 859 | −17,65 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1 280 | 0,08 | 470 | −10,82 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 9 895 | 2,50 | 3 636 | −8,76 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 2 194 | −13,83 | 806 | −23,24 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 32 | −21,95 | 0 | |||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1 650 | 0,00 | 606 | −11,01 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1 522 | 0,00 | 559 | −10,99 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 1 347 | −6,39 | 495 | −16,69 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 555 | 204 | ||||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 21 811 | 12,35 | 7 710 | −4,47 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 5 177 | 0,00 | 1 902 | −10,96 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 103 956 | −3,17 | 38 198 | −13,80 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 9 | 3 | ||||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 550 | 0,00 | 202 | −11,01 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 769 | −5,99 | 283 | −16,32 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 592 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 4 394 | 1,36 | 1 615 | −9,78 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 864 | 0,00 | 317 | −10,96 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 11 760 | 5,00 | 4 321 | −6,55 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 581 | 0,00 | 214 | −10,88 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 45 713 | 3,89 | 16 797 | −7,52 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Natural Investments, Llc | 1 032 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 3 324 | 0,73 | 1 221 | −10,42 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 39 324 | 344,34 | 14 449 | 295,65 | ||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 792 | 0,00 | 295 | −9,51 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 7 883 | 2 897 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 9 636 | 37,62 | 3 540 | 22,49 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 713 | 0,00 | 262 | −8,74 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 22 972 | 0,02 | 8 441 | −10,96 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 4 800 | −71,32 | 1 764 | −74,48 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 983 | 0,10 | 361 | −10,86 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 14 | 0,00 | 5 | 0,00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3 018 | 0,00 | 1 109 | −11,00 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 5 927 | −7,61 | 2 178 | −17,76 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 1 241 | −0,24 | 456 | −11,31 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9 220 | 0,11 | 2 998 | −21,15 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 1 036 | 0,00 | 381 | −11,01 | ||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 78 | 550,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 286 053 | 23,54 | 105 169 | 9,98 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 308 | 142,52 | 113 | 117,31 | ||||
| 2026-02-06 | 13F | Cornerstone Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 226 498 | 75 906,04 | 83 225 | 67 561,79 | ||||
| 2026-05-15 | 13F | Fmr Llc | 41 002 | 6,33 | 15 066 | −5,35 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 977 | 0,00 | 359 | −10,92 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 56 | 0,00 | 21 | −13,04 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 2 508 | −3,02 | 922 | −13,68 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 10 320 | 1 347,41 | 3 792 | 1 189,46 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 4 052 | 3,18 | 1 489 | −8,15 | ||||
| 2026-04-20 | 13F | City State Bank | 2 597 | 13,06 | 954 | 0,63 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 9 530 | 400,00 | 790 | 0,38 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 4 275 | 31,34 | 1 571 | 16,90 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 119 065 | 1,90 | 43 749 | −9,29 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 9 984 | 53,79 | 3 669 | 36,92 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 41 822 | 11,08 | 15 367 | −1,11 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 89 900 | −18,37 | 33 033 | −27,33 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 8 526 | −6,85 | 3 133 | −14,96 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 106 | 39 | ||||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 1 718 | −2,83 | 631 | −13,44 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 4 540 | −0,26 | 1 668 | −11,18 | ||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 957 | 0,00 | 352 | −11,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 749 477 | 0,22 | 275 388 | −10,79 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 043 | −10,78 | 383 | −20,54 | ||||
| 2026-01-29 | 13F | Comerica Bank | 228 033 | −34,53 | 94 125 | −32,85 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 899 | −16,99 | 330 | −26,17 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 1 657 | 8,09 | 609 | −3,80 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 13 378 | 2,77 | 4 916 | −8,52 | ||||
| 2026-01-16 | 13F | Tenon Financial LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3 817 | 1 402 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 857 | −36,99 | 315 | −44,03 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 25 122 | 0,24 | 9 | −10,00 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 533 | −54,79 | 205 | −58,28 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 12 084 | 7,23 | 4 440 | −4,10 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 9 609 | 9,18 | 3 531 | −2,81 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 43 365 | 3 867,52 | 15 934 | 3 440,89 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 6 851 | 6,22 | 2 517 | −5,45 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 1 017 | −16,30 | 374 | −25,55 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4 638 | 545,96 | 1 704 | 475,68 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 13 290 | 1,66 | 4 883 | −9,51 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 768 | 0,00 | 282 | −11,04 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 1 339 | 9,13 | 492 | −2,77 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 779 | −17,48 | 286 | −26,48 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 454 704 | −64,05 | 167 076 | −67,99 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 5 532 | −5,10 | 2 035 | −15,49 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7 150 | 53,53 | 2 627 | 36,68 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1 104 | 71,16 | 459 | 72,56 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 5 155 | −5,24 | 1 894 | −15,63 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 6 382 | 0,00 | 2 474 | −6,11 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 826 | 0,00 | 304 | −10,88 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15 013 | −0,40 | 5 516 | −11,33 |
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